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 | Name | Weight | ฮ Wt | Shares | ฮ Shares |
|---|---|---|---|---|---|---|
| 1 | VSAT | VIASAT INC COMMON STOCK USD.0001 | 1.135% | +0.043% | 4,503,870 | โ |
| 2 | MATX | MATSON INC COMMON STOCK | 1.088% | -0.013% | 1,551,412 | โ |
| 3 | LNTH | LANTHEUS HOLDINGS INC COMMON STOCK USD.01 | 0.826% | -0.007% | 2,281,597 | โ |
| 4 | LEA | LEAR CORP COMMON STOCK USD.01 | 0.775% | +0.003% | 1,661,115 | โ |
| 5 | GATX | GATX CORP COMMON STOCK USD.625 | 0.765% | +0.018% | 1,239,775 | โ |
| 6 | AVT | AVNET INC COMMON STOCK USD1.0 | 0.762% | +0.003% | 2,551,959 | โ |
| 7 | M | MACY S INC COMMON STOCK USD.01 | 0.737% | -0.006% | 9,500,206 | โ |
| 8 | SNEX | STONEX GROUP INC COMMON STOCK USD.01 | 0.717% | -0.034% | 1,778,159 | โ |
| 9 | OSCR | OSCAR HEALTH INC CLASS A COMMON STOCK USD.00001 | 0.713% | -0.020% | 6,813,211 | โ |
| 10 | IRDM | IRIDIUM COMMUNICATIONS INC COMMON STOCK USD.001 | 0.711% | -0.012% | 4,145,342 | โ |
| 11 | CBT | CABOT CORP COMMON STOCK USD1.0 | 0.704% | +0.011% | 2,355,037 | โ |
| 12 | SM | SM ENERGY CO COMMON STOCK USD.01 | 0.696% | -0.017% | 7,308,714 | โ |
| 13 | AROC | ARCHROCK INC COMMON STOCK USD.01 | 0.694% | -0.004% | 5,261,903 | โ |
| 14 | SKYW | SKYWEST INC COMMON STOCK | 0.683% | -0.006% | 2,001,086 | โ |
| 15 | CALM | CAL MAINE FOODS INC COMMON STOCK USD.01 | 0.661% | +0.019% | 2,185,859 | โ |
| 16 | RUSHA | RUSH ENTERPRISES INC CL A COMMON STOCK USD.01 | 0.658% | +0.010% | 2,546,512 | โ |
| 17 | ALK | ALASKA AIR GROUP INC COMMON STOCK USD.01 | 0.655% | -0.013% | 3,869,463 | โ |
| 18 | PSMT | PRICESMART INC COMMON STOCK USD.0001 | 0.636% | +0.022% | 945,697 | โ |
| 19 | AX | AXOS FINANCIAL INC COMMON STOCK USD.01 | 0.603% | -0.001% | 1,807,577 | โ |
| 20 | MGY | MAGNOLIA OIL + GAS CORP A COMMON STOCK USD.0001 | 0.578% | -0.005% | 6,542,100 | โ |