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 | 6.894% | โ |
| 2 | GOOGL | 5.527% | โ |
| 3 | A000660 | 3.960% | โ |
| 4 | MSFT | 3.894% | โ |
| 5 | AMZN | 3.415% | โ |
| 6 | ASML | 3.352% | โ |
| 7 | AMD | 3.290% | โ |
| 8 | ALAB | 3.122% | โ |
| 9 | MU | 3.020% | โ |
| 10 | NBIS | 2.883% | โ |
| 11 | LITE | 2.670% | โ |
| 12 | CRWD | 2.517% | โ |
| 13 | A005930 | 2.486% | โ |
| 14 | AVGO | 2.480% | โ |
| 15 | META | 2.468% | โ |
| 16 | ARM | 2.455% | โ |
| 17 | COHR | 2.425% | โ |
| 18 | NET | 2.295% | โ |
| 19 | CRWV | 2.216% | โ |
| 20 | SNOW | 2.065% | โ |