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 | PANW | 11.855% | +0.001% |
| 2 | TSEM | 6.622% | โ |
| 3 | ESLT | 6.167% | โ |
| 4 | FROG | 4.311% | โ |
| 5 | S | 3.606% | โ |
| 6 | CHKP | 3.591% | โ |
| 7 | NICE | 3.092% | โ |
| 8 | NVMI | 2.641% | โ |
| 9 | VRNS | 2.602% | โ |
| 10 | GLBE | 2.446% | โ |
| 11 | DOX | 2.291% | โ |
| 12 | ENLT | 2.199% | โ |
| 13 | MNDY | 1.972% | โ |
| 14 | CAMT | 1.838% | โ |
| 15 | ONDS | 1.668% | โ |
| 16 | NXSN | 1.647% | โ |
| 17 | ORA | 1.617% | โ |
| 18 | RSKD | 1.567% | โ |
| 19 | WIX | 1.527% | โ |
| 20 | LMND | 1.511% | โ |