None this window โ no structural change.
A streak counts consecutive snapshots the fund moved a position the same direction โ accumulating (green) or distributing (red). The clearest read on where conviction is building.
| # | Ticker | Weight | ฮ Wt |
|---|---|---|---|
| 1 | MATX | 1.055% | โ |
| 2 | GATX | 0.873% | โ |
| 3 | ANF | 0.830% | โ |
| 4 | SM | 0.827% | โ |
| 5 | LNTH | 0.799% | -0.011% |
| 6 | INSW | 0.789% | โ |
| 7 | VSAT | 0.768% | โ |
| 8 | M | 0.746% | โ |
| 9 | SKYW | 0.740% | โ |
| 10 | LEA | 0.716% | โ |
| 11 | CBT | 0.690% | โ |
| 12 | RUSHA | 0.677% | โ |
| 13 | CAKE | 0.672% | โ |
| 14 | MUR | 0.672% | โ |
| 15 | URBN | 0.664% | โ |
| 16 | LYFT | 0.645% | โ |
| 17 | OSCR | 0.643% | โ |
| 18 | TPC | 0.627% | โ |
| 19 | CROX | 0.607% | โ |
| 20 | IRDM | 0.591% | โ |