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 | 12.306% | โ |
| 2 | TSEM | 6.540% | โ |
| 3 | ESLT | 6.006% | โ |
| 4 | FROG | 4.476% | โ |
| 5 | S | 3.684% | โ |
| 6 | CHKP | 3.611% | โ |
| 7 | NICE | 3.059% | โ |
| 8 | VRNS | 2.635% | โ |
| 9 | NVMI | 2.597% | โ |
| 10 | GLBE | 2.430% | โ |
| 11 | DOX | 2.211% | โ |
| 12 | ENLT | 2.174% | โ |
| 13 | MNDY | 1.949% | โ |
| 14 | CAMT | 1.843% | โ |
| 15 | RSKD | 1.642% | โ |
| 16 | ONDS | 1.619% | โ |
| 17 | ORA | 1.602% | โ |
| 18 | WIX | 1.558% | โ |
| 19 | NXSN | 1.547% | โ |
| 20 | LMND | 1.478% | โ |