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 | UNP | Union Pacific Corp | 7.919% | +0.036% | 456 | โ |
| 2 | CSX | CSX Corp | 4.880% | -0.005% | 1,632 | โ |
| 3 | CNI | Canadian National Railway Co | 4.878% | -0.008% | 648 | โ |
| 4 | PCAR | PACCAR Inc | 4.877% | +0.040% | 647 | โ |
| 5 | UPS | United Parcel Service Inc | 4.737% | +0.063% | 696 | โ |
| 6 | CP | Canadian Pacific Kansas City Ltd | 4.647% | -0.021% | 852 | โ |
| 7 | NSC | Norfolk Southern Corp | 4.518% | +0.041% | 228 | โ |
| 8 | CMI | Cummins Inc | 4.418% | +0.007% | 108 | โ |
| 9 | FDX | FedEx Corp | 4.342% | +0.044% | 228 | โ |
| 10 | WAB | Westinghouse Air Brake Technologies Corp | 3.794% | +0.013% | 240 | โ |
| 11 | ODFL | Old Dominion Freight Line Inc | 3.637% | +0.020% | 264 | โ |
| 12 | CHRW | CH Robinson Worldwide Inc | 3.127% | +0.005% | 267 | โ |
| 13 | JBHT | JB Hunt Transport Services Inc | 3.050% | -0.036% | 180 | โ |
| 14 | XPO | XPO Inc | 2.881% | -0.008% | 229 | โ |
| 15 | EXPD | Expeditors International of Washington Inc | 2.873% | +0.017% | 276 | โ |
| 16 | KNX | Knight-Swift Transportation Holdings Inc | 2.512% | -0.072% | 552 | โ |
| 17 | SAIA | Saia Inc | 1.732% | -0.006% | 68 | โ |
| 18 | TFII | TFI International Inc | 1.715% | -0.023% | 192 | โ |
| 19 | MANH | Manhattan Associates Inc | 1.687% | -0.023% | 180 | โ |
| 20 | TEX | Terex Corp | 1.568% | +0.063% | 384 | โ |