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 | 6.969% | +0.001% |
| 2 | GOOGL | 5.505% | +0.001% |
| 3 | A000660 | 3.996% | โ |
| 4 | MSFT | 3.824% | โ |
| 5 | AMD | 3.377% | โ |
| 6 | ASML | 3.351% | โ |
| 7 | AMZN | 3.324% | โ |
| 8 | ALAB | 3.184% | โ |
| 9 | MU | 3.057% | โ |
| 10 | NBIS | 2.882% | โ |
| 11 | ARM | 2.552% | โ |
| 12 | LITE | 2.552% | โ |
| 13 | A005930 | 2.508% | โ |
| 14 | META | 2.490% | โ |
| 15 | AVGO | 2.484% | โ |
| 16 | CRWD | 2.421% | โ |
| 17 | COHR | 2.358% | โ |
| 18 | CRWV | 2.215% | โ |
| 19 | NET | 2.186% | โ |
| 20 | VRT | 2.014% | โ |