Aug 25, 2026 Β· 3462 position changes across 55 funds
41 stock-picking funds ($35.2B combined, income funds excluded) blended by AUM β net position changes over the past 30 days.
β Accumulating
CIRCLE INTERNET GROUP INC COMMON STOCK
1.03β1.42% Β· 8 funds
HECLA MINING CO COMMON STOCK USD.25
0.00β0.37% Β· 2 funds
Coeur Mining Inc.
0.02β0.37% Β· 2 funds
First Majestic Silver Corp
0.00β0.35% Β· 1 fund
SPACE EXPLORATION TECHN-CL A
1.27β1.61% Β· 4 funds
TEMPUS AI INC-CL A
1.19β1.53% Β· 3 funds
CLOUDFLARE INC - CLASS A
0.12β0.40% Β· 6 funds
TWIST BIOSCIENCE CORP
0.93β1.17% Β· 3 funds
PAYPAL HOLDINGS INC COMMON STOCK
0.05β0.27% Β· 8 funds
NVIDIA CORP
0.59β0.81% Β· 11 funds
Wheaton Precious Metals Corp.
0.01β0.21% Β· 2 funds
BROADCOM INC
0.40β0.58% Β· 6 funds
COREWEAVE INC CL A COMMON STOCK USD.0001
0.57β0.74% Β· 5 funds
CEREBRAS SYSTEMS INC - A
0.41β0.58% Β· 2 funds
BLOCK INC
0.70β0.86% Β· 8 funds
SSR Mining Inc.
0.01β0.17% Β· 2 funds
Boliden AB
0.00β0.14% Β· 1 fund
CAPITAL ONE FINANCIAL CORP COMMON STOCK USD.01
0.00β0.14% Β· 3 funds
QUALYS INC COMMON STOCK USD.001
0.03β0.17% Β· 3 funds
Figure Technology Solutions Inc
0.00β0.14% Β· 1 fund
MICROSOFT CORP COMMON STOCK USD.00000625
0.19β0.32% Β· 5 funds
TEXAS CAPITAL BANCSHARES INC COMMON STOCK USD.01
0.00β0.13% Β· 1 fund
Endeavour Silver Corp
0.00β0.13% Β· 1 fund
Aya Gold & Silver Inc
0.00β0.12% Β· 1 fund
Mastercard Inc
0.01β0.13% Β· 6 funds
β Trimming
ROBLOX CORP CLASS A COMMON STOCK USD.0001
0.87β0.17% Β· 6 funds
ADVANCED MICRO DEVICES
1.47β1.21% Β· 8 funds
DEERE + CO COMMON STOCK USD1.0
0.47β0.23% Β· 3 funds
SHOPIFY INC - CLASS A
1.44β1.21% Β· 5 funds
SNOWFLAKE INC
0.19β0.05% Β· 2 funds
VERACYTE INC
0.33β0.22% Β· 4 funds
VIASAT INC COMMON STOCK USD.0001
0.41β0.30% Β· 3 funds
FIVE BELOW COMMON STOCK USD.01
0.11β0.03% Β· 2 funds
ALKERMES PLC COMMON STOCK USD.01
0.13β0.06% Β· 1 fund
VISHAY INTERTECHNOLOGY INC COMMON STOCK USD.1
0.15β0.08% Β· 1 fund
MERCK + CO. INC. COMMON STOCK USD.5
0.12β0.05% Β· 2 funds
QUALCOMM INC COMMON STOCK USD.0001
0.15β0.09% Β· 3 funds
MYR GROUP INC/DELAWARE COMMON STOCK USD.01
0.09β0.03% Β· 2 funds
APPLE INC COMMON STOCK USD.00001
0.31β0.25% Β· 5 funds
PLEXUS CORP COMMON STOCK USD.01
0.15β0.09% Β· 1 fund
SkyWater Technology Inc
0.06β0.00% Β· 1 fund
ALPHABET INC-CL C
0.73β0.67% Β· 5 funds
TEREX CORP COMMON STOCK USD.01
0.10β0.05% Β· 3 funds
ILLUMINA INC
0.45β0.40% Β· 3 funds
ENERSYS COMMON STOCK USD.01
0.08β0.03% Β· 4 funds
NETFLIX INC COMMON STOCK USD.001
0.19β0.14% Β· 4 funds
LEAR CORP COMMON STOCK USD.01
0.30β0.26% Β· 3 funds
0.05β0.00% Β· exited
Materion Corp
0.05β0.00% Β· 1 fund
10X GENOMICS INC-CLASS A
1.04β0.99% Β· 4 funds
Grouped by signal. Pick a horizon to spotlight it across every name β or keep βAllβ to see Month (faint) Β· Week Β· Day (bright) stacked.
HECLA MINING CO COMMON STOCK USD.25 Β· 2 funds
Coeur Mining Inc. Β· 2 funds
First Majestic Silver Corp Β· 1 funds
SPACE EXPLORATION TECHN-CL A Β· 4 funds
CLOUDFLARE INC - CLASS A Β· 6 funds
DEERE + CO COMMON STOCK USD1.0 Β· 3 funds
| Ticker | Name | Fund | Type | Ξ Weight |
|---|---|---|---|---|
Curaleaf Holdings Inc | CNBS | β
NEW | +14.740%β $7.4M | |
Trulieve Cannabis Corp | CNBS | β
NEW | +13.765%β $6.9M | |
Microsoft CorpINFORMATION TECHNOLOGY | GAMR | β
NEW | +12.184%β $6.1M | |
TE Connectivity PLC | AIEQ | β
NEW | +10.798%β $10.8M | |
Hecla Mining Co | SILJ | β
NEW | +10.647%β $127.8M | |
COEUR MINING INC. | SILJ | β
NEW | +10.320%β $123.8M | |
First Majestic Silver Corp | SILJ | β
NEW | +10.213%β $122.6M | |
Palo Alto Networks IncINFORMATION TECHNOLOGY | ITEQ | β
NEW | +10.213%β $15.3M | |
NVIDIA CorpINFORMATION TECHNOLOGY | GAMR | β
NEW | +9.931%β $5.0M | |
NVIDIA CorpINFORMATION TECHNOLOGY | QDVO | β
NEW | +9.882%β $69.2M | |
Meta Platforms IncCOMMUNICATION SERVICES | GAMR | β
NEW | +9.598%β $4.8M | |
Advanced Micro Devices IncINFORMATION TECHNOLOGY | GAMR | β
NEW | +9.125%β $4.6M | |
Alphabet IncCOMMUNICATION SERVICES | QDVO | β
NEW | +8.490%β $59.4M | |
Fidelity Wise Origin Bitcoin Fund | BLOX | ADD | +8.416%β $1.7M | |
Apple IncINFORMATION TECHNOLOGY | QDVO | β
NEW | +8.333%β $58.3M | |
VanEck Bitcoin ETF/US | BLOX | β EXIT | -7.131%β $1.4M | |
PayPal Holdings IncFINANCIALS | IPAY | β
NEW | +7.067%β $35.3M | |
BHP Group Ltd | BATT | β
NEW | +7.031%β $7.0M | |
GE Vernova Inc | AIEQ | β
NEW | +7.002%β $7.0M | |
Tesla IncCONSUMER DISCRETIONARY | BATT | β
NEW | +6.814%β $6.8M | |
Elbit Systems LtdINDUSTRIALS | ITEQ | β
NEW | +6.618%β $9.9M | |
Sea LtdCONSUMER DISCRETIONARY | GAMR | β
NEW | +6.587%β $3.3M | |
Palo Alto Networks IncINFORMATION TECHNOLOGY | HACK | β
NEW | +6.491%β $26.0M | |
Freeport-McMoRan Inc | BATT | β
NEW | +6.301%β $6.3M | |
Mastercard IncFINANCIALS | IPAY | β
NEW | +6.175%β $30.9M | |
Toast IncFINANCIALS | IPAY | β
NEW | +6.078%β $30.4M | |
Microsoft CorpINFORMATION TECHNOLOGY | DIVO | β
NEW | +6.041%β $241.6M | |
Tower Semiconductor Ltd | ITEQ | β
NEW | +5.979%β $9.0M | |
Visa IncFINANCIALS | IPAY | β
NEW | +5.973%β $29.9M | |
JPMORGAN CHASE & CO.FINANCIALS | NYNY | TRIM | -5.943%β $3.0M | |
Capital One Financial Corp | IPAY | β
NEW | +5.879%β $29.4M | |
Wheaton Precious Metals Corp | SILJ | β
NEW | +5.819%β $69.8M | |
Microsoft CorpINFORMATION TECHNOLOGY | QDVO | β
NEW | +5.774%β $40.4M | |
Expedia Group IncCONSUMER DISCRETIONARY | AWAY | β
NEW | +5.641%β $11.3M | |
Accenture PLCINFORMATION TECHNOLOGY | DRVR | β
NEW | +5.618%β $8.4M | |
American Express CoFINANCIALS | IPAY | β
NEW | +5.475%β $27.4M | |
Broadcom IncINFORMATION TECHNOLOGY | HACK | β
NEW | +5.468%β $21.9M | |
Amazon.com IncCONSUMER DISCRETIONARY | QDVO | β
NEW | +5.441%β $38.1M | |
UIPATH INC | ULTI | β
NEW | +5.385%β $2.7M | |
Airbnb IncCONSUMER DISCRETIONARY | AWAY | β
NEW | +5.371%β $10.7M | |
FIGMA INC-CL A | ULTI | β
NEW | +5.351%β $2.7M | |
RIOT PLATFORMS INC. | ULTI | β
NEW | +5.332%β $2.7M | |
Global Payments Inc | IPAY | β
NEW | +5.325%β $26.6M | |
Amgen IncHEALTH CARE | DIVO | β
NEW | +5.314%β $212.6M | |
Crowdstrike Holdings IncINFORMATION TECHNOLOGY | HACK | β
NEW | +5.304%β $21.2M | |
Cloudflare IncINFORMATION TECHNOLOGY | HACK | β
NEW | +5.303%β $21.2M | |
CIRCLE INTERNET GROUP INC CLASS AFINANCIALS | ULTI | β
NEW | +5.288%β $2.6M | |
SPACE EXPLORATION TECH CORP AINDUSTRIALS | ULTI | β
NEW | +5.277%β $2.6M | |
LAM RESH CORPINFORMATION TECHNOLOGY | ULTI | β
NEW | +5.259%β $2.6M | |
Cisco Systems Inc | HACK | β
NEW | +5.208%β $20.8M |