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 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | 10.974% | โ | 116,832 | -6,720 |
| 2 | ASML | ASML Holding NV | 10.033% | โ | 25,557 | -1,470 |
| 3 | AMAT | Applied Materials Inc | 6.071% | +0.009% | 56,273 | -3,150 |
| 4 | LRCX | Lam Research Corp | 6.071% | +0.009% | 86,285 | -4,830 |
| 5 | LITE | Lumentum Holdings Inc | 4.753% | +0.007% | 22,509 | -1,260 |
| 6 | KLAC | KLA CORP | 4.653% | +0.007% | 112,546 | -6,300 |
| 7 | GLW | Corning Inc | 4.511% | +0.007% | 131,303 | -7,350 |
| 8 | MRVL | MARVELL TECHNOLOGY INC | 3.722% | +0.005% | 67,527 | -3,780 |
| 9 | COHR | Coherent Corp | 3.477% | +0.005% | 52,521 | -2,940 |
| 10 | CIEN | Ciena Corp | 3.409% | +0.005% | 37,515 | -2,100 |
| 11 | CRDO | Credo Technology Group Holding Ltd | 3.248% | +0.005% | 63,776 | -3,570 |
| 12 | MTSI | MACOM Technology Solutions Holdings Inc | 2.760% | +0.004% | 45,018 | -2,520 |
| 13 | ENTG | Entegris Inc | 2.644% | +0.004% | 82,533 | -4,620 |
| 14 | ONTO | Onto Innovation Inc | 2.463% | +0.004% | 37,515 | -2,100 |
| 15 | NOVT | Novanta Inc | 2.065% | +0.003% | 63,776 | -3,570 |
| 16 | NVMI | Nova Ltd | 1.854% | +0.003% | 22,509 | -1,260 |
| 17 | FN | Fabrinet | 1.847% | +0.003% | 18,757 | -1,050 |
| 18 | VIAV | Viavi Solutions Inc | 1.831% | +0.001% | 209,947 | -11,970 |
| 19 | OUST | Ouster Inc | 1.754% | +0.001% | 217,450 | -12,390 |
| 20 | FORM | FormFactor Inc | 1.550% | +0.002% | 63,776 | -3,570 |