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 | ABBV | 15.325% | โ |
| 2 | CL | 7.371% | โ |
| 3 | EL | 5.710% | โ |
| 4 | ELF | 5.518% | โ |
| 5 | IFF | 5.399% | โ |
| 6 | ULTA | 5.363% | โ |
| 7 | KVUE | 4.595% | โ |
| 8 | HIMS | 4.580% | โ |
| 9 | ATR | 3.970% | โ |
| 10 | EOLS | 3.567% | โ |
| 11 | ALGN | 3.405% | โ |
| 12 | IPAR | 3.386% | โ |
| 13 | ODD | 3.291% | โ |
| 14 | COTY | 3.050% | โ |
| 15 | BBWI | 2.920% | โ |
| 16 | EPC | 2.887% | โ |
| 17 | SBH | 2.811% | โ |
| 18 | HNST | 2.597% | โ |
| 19 | ESTA | 2.510% | โ |
| 20 | INMD | 2.294% | โ |