u/No_Iron_6276

Current allocation:

IONQ 30%
Quantinuum 20%
D-Wave 12%
Rigetti 9%
Infleqtion 7%
Xanadu 7%
QUBT 5%
Horizon Quantum 4%
Arqit 4%
BTQ 2%

Previously I was \~85% IONQ and wanted broader exposure.

\- What would you change?
\- Any positions too large/small?
\- IONQ vs Quantinuum: which deserves the larger allocation?
\- Any company you’d remove completely?

Looking for informed opinions from people following the sector closely.