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 | Name | Weight | ฮ Wt | Shares | ฮ Shares |
|---|---|---|---|---|---|---|
| 1 | CURA | Curaleaf Holdings Inc | 14.409% | +0.002% | 1,228,128 | โ |
| 2 | TRLV | Trulieve Cannabis Corp | 14.142% | +0.002% | 1,000,000 | โ |
| 3 | IIPR | Innovative Industrial Properties Inc | 2.787% | โ | 39,489 | โ |
| 4 | GRWG | GrowGeneration Corp | 1.173% | โ | 557,435 | โ |
| 5 | MAPS | WM Technology Inc | 0.634% | -0.072% | 1,314,019 | -150,000 |
| 6 | CRON | Cronos Group Inc | 0.566% | โ | 128,960 | โ |
| 7 | REFI | Chicago Atlantic Real Estate Finance Inc | 0.441% | โ | 33,345 | โ |
| 8 | LIEN | Chicago Atlantic BDC Inc | 0.377% | โ | 30,022 | โ |
| 9 | RYM | RYTHM INC | 0.354% | โ | 12,356 | โ |
| 10 | SNDL | SNDL Inc | 0.267% | โ | 156,636 | โ |
| 11 | OGI | Organigram Global Inc | 0.189% | โ | 120,936 | โ |
| 12 | CWEB | Charlottes Web Holdings Inc | 0.046% | โ | 112,025 | โ |
| 13 | HYFM | Hydrofarm Holdings Group Inc | 0.003% | โ | 2,781 | โ |
| 14 | CLVR | Clever Leaves Holdings Inc | 0.000% | โ | 4,425 | โ |
| 15 | ALEAF | Aleafia Health Inc | 0.000% | โ | 78,894 | โ |