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 | PANW | Palo Alto Networks Inc | 9.810% | โ | 32,423 | โ |
| 2 | ESLT | Elbit Systems Ltd | 6.502% | โ | 10,093 | โ |
| 3 | TSEM | Tower Semiconductor Ltd | 6.224% | โ | 31,552 | โ |
| 4 | FROG | JFrog Ltd | 3.998% | โ | 48,314 | โ |
| 5 | CHKP | Check Point Software Technologies Ltd | 3.342% | โ | 29,046 | โ |
| 6 | S | SentinelOne Inc | 2.846% | โ | 155,633 | โ |
| 7 | NVMI | Nova Ltd | 2.652% | โ | 8,119 | โ |
| 8 | NICE | Nice Ltd | 2.600% | โ | 28,838 | โ |
| 9 | ENLT | Enlight Renewable Energy Ltd | 2.515% | โ | 35,900.6 | โ |
| 10 | GLBE | Global-e Online Ltd | 2.330% | โ | 66,777 | โ |
| 11 | DOX | Amdocs Ltd | 2.314% | โ | 41,693 | โ |
| 12 | VRNS | Varonis Systems Inc | 2.154% | โ | 58,343 | โ |
| 13 | MNDY | Monday.com Ltd | 2.018% | โ | 24,448 | โ |
| 14 | ONDS | Ondas Inc | 1.967% | โ | 268,389 | โ |
| 15 | ORA | Ormat Technologies Inc | 1.840% | โ | 19,951 | โ |
| 16 | URGN | UroGen Pharma Ltd | 1.774% | โ | 43,319 | โ |
| 17 | CAMT | Camtek Ltd/Israel | 1.719% | โ | 13,457 | โ |
| 18 | NXSN | Next Vision Stabilized Systems Ltd | 1.698% | โ | 28,469 | โ |
| 19 | LMND | Lemonade Inc | 1.698% | โ | 35,502 | โ |
| 20 | WIX | Wix.com Ltd | 1.666% | โ | 22,707 | โ |