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 | MRNA | 9.959% | โ |
| 2 | TMO | 8.422% | โ |
| 3 | VRTX | 5.712% | โ |
| 4 | ILMN | 4.895% | โ |
| 5 | TXG | 3.484% | โ |
| 6 | GH | 3.483% | โ |
| 7 | IOVA | 3.173% | โ |
| 8 | RVMD | 3.137% | โ |
| 9 | GMAB | 3.005% | โ |
| 10 | TWST | 2.642% | โ |
| 11 | INCY | 2.526% | โ |
| 12 | ALNY | 2.482% | โ |
| 13 | GRAL | 2.249% | โ |
| 14 | TECH | 2.125% | โ |
| 15 | QGEN | 1.888% | โ |
| 16 | BMRN | 1.841% | โ |
| 17 | CDNA | 1.834% | โ |
| 18 | TEM | 1.778% | โ |
| 19 | KRYS | 1.768% | โ |
| 20 | ADPT | 1.667% | โ |