None this window — no structural change.
A streak counts consecutive snapshots the fund moved a position the same direction — accumulating (green) or distributing (red). The clearest read on where conviction is building.
| # | Ticker | Name | Weight | Δ Wt | Shares | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | VSAT | VIASAT INC COMMON STOCK USD.0001 | 1.340% | +0.052% | 4,798,684 | — |
| 2 | MATX | MATSON INC COMMON STOCK | 1.019% | +0.028% | 1,456,575 | +1,521 |
| 3 | SM | SM ENERGY CO COMMON STOCK USD.01 | 0.983% | -0.005% | 7,616,776 | — |
| 4 | AVT | AVNET INC COMMON STOCK USD1.0 | 0.877% | +0.008% | 2,791,051 | — |
| 5 | LEA | LEAR CORP COMMON STOCK USD.01 | 0.839% | +0.013% | 1,695,985 | — |
| 6 | SNEX | STONEX GROUP INC COMMON STOCK USD.01 | 0.794% | +0.010% | 1,895,159 | — |
| 7 | M | MACY S INC COMMON STOCK USD.01 | 0.719% | +0.021% | 9,691,667 | — |
| 8 | FIVE | FIVE BELOW COMMON STOCK USD.01 | 0.714% | +0.004% | 875,398 | — |
| 9 | PLXS | PLEXUS CORP COMMON STOCK USD.01 | 0.699% | +0.009% | 729,532 | — |
| 10 | AROC | ARCHROCK INC COMMON STOCK USD.01 | 0.698% | -0.027% | 5,048,788 | +4,576 |
| 11 | MGY | MAGNOLIA OIL + GAS CORP A COMMON STOCK USD.0001 | 0.697% | -0.023% | 6,310,887 | +2,665 |
| 12 | GATX | GATX CORP COMMON STOCK USD.625 | 0.676% | -0.008% | 1,066,214 | +2,704 |
| 13 | LNTH | LANTHEUS HOLDINGS INC COMMON STOCK USD.01 | 0.672% | +0.012% | 1,885,242 | +5,343 |
| 14 | NE | NOBLE CORP PLC COMMON STOCK USD.00001 | 0.666% | -0.017% | 3,326,212 | — |
| 15 | LBRT | LIBERTY ENERGY INC COMMON STOCK | 0.652% | -0.020% | 5,374,168 | +3,770 |
| 16 | CRC | CALIFORNIA RESOURCES CORP COMMON STOCK USD.01 | 0.637% | -0.019% | 2,776,478 | — |
| 17 | DAN | DANA INC COMMON STOCK USD.01 | 0.637% | +0.021% | 5,065,825 | +4,199 |
| 18 | CBT | CABOT CORP COMMON STOCK USD1.0 | 0.628% | -0.014% | 2,163,014 | +2,730 |
| 19 | PTEN | PATTERSON UTI ENERGY INC COMMON STOCK USD.01 | 0.627% | -0.036% | 13,761,705 | — |
| 20 | NOV | NOV INC COMMON STOCK USD.01 | 0.622% | -0.006% | 7,931,366 | — |