Free WiFi at 35,000 Feet

The idea

I think airplane WiFi goes free within a couple years, the same way hotel WiFi did, and I want exposure to everyone who gets paid while that rollout happens. The basket holds retrofit hardware makers, the airlines using free WiFi as a loyalty hook, the satellite and connectivity providers carrying the traffic, and telecoms that bundle it into phone plans, so I am playing both the infrastructure build-out and the demand side at once. I keep 10% in cash to add if there is a pullback, and I avoid putting too much weight on any single name since the rollout path is still uncertain.