None this window โ no structural change.
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 | NVDA | 7.656% | โ |
| 2 | MSFT | 7.201% | โ |
| 3 | AVGO | 5.293% | โ |
| 4 | AMZN | 4.895% | โ |
| 5 | META | 4.437% | โ |
| 6 | LLY | 3.754% | โ |
| 7 | GOOGL | 3.180% | โ |
| 8 | TSM | 2.693% | โ |
| 9 | AAPL | 2.523% | โ |
| 10 | CSCO | 1.953% | โ |
| 11 | AMAT | 1.930% | โ |
| 12 | GOOG | 1.905% | โ |
| 13 | RTX | 1.826% | โ |
| 14 | VRTX | 1.780% | โ |
| 15 | JPM | 1.725% | โ |
| 16 | MA | 1.704% | โ |
| 17 | BATS | 1.661% | +0.002% |
| 18 | BLK | 1.590% | โ |
| 19 | SBUX | 1.559% | โ |
| 20 | ANET | 1.520% | โ |