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WATSCorgi FundsActive-Equity

Holdings
23
AUM
$0.05B
Total Wt
98.5%
Net Flow 7d
0.0%
Position changes over:
New Entrancessince yesterday
0positions entered

None this window — no structural change.

Total Exitssince yesterday
0positions exited

None this window — no structural change.

Position Sizingexisting holdings resized · since yesterday
Increased(11)
FLNCFluence Energy Inc
+0.40%
ENPHEnphase Energy Inc
+0.21%
ABATAmerican Battery Technology Co
+0.16%
SEDGSolarEdge Technologies Inc
+0.09%
SQMSociedad Quimica y Minera de Chile SA
+0.09%
ALBAlbemarle Corp
+0.07%
GNRCGenerac Holdings Inc
+0.07%
BEBloom Energy Corp
+0.05%
TET1 Energy Inc
+0.05%
ENVXEnovix Corp
+0.04%
AMSCAmerican Superconductor Corp
+0.02%
Trimmed(12)
ENSEnerSys
-0.23%
AESAES Corp/The
-0.16%
TSLATesla Inc
-0.15%
EOSEEos Energy Enterprises Inc
-0.12%
SESSES AI Corp
-0.12%
NRGVEnergy Vault Holdings Inc
-0.10%
MVSTMicrovast Holdings Inc
-0.10%
SLDPSolid Power Inc
-0.09%
STEMStem Inc
-0.05%
AMPXAmprius Technologies Inc
-0.05%
ATKRAtkore Inc
-0.03%
RUNSunrun Inc
-0.00%
Conviction Streaks6 active · consecutive-day moves

A streak counts consecutive snapshots the fund moved a position the same direction — accumulating (green) or distributing (red). The clearest read on where conviction is building.

Top Holdingstop 20 by weight
#TickerNameWeightΔ WtSharesΔ Shares
1TSLATesla Inc
16.311%
-0.150%880
2BEBloom Energy Corp
8.136%
+0.053%704
3ENPHEnphase Energy Inc
7.469%
+0.210%2,928
4FLNCFluence Energy Inc
6.747%
+0.405%5,984
5SEDGSolarEdge Technologies Inc
6.383%
+0.094%2,352
6ENSEnerSys
5.134%
-0.233%496
7RUNSunrun Inc
4.737%
-0.005%8,128
8ENVXEnovix Corp
3.694%
+0.039%11,872
9ALBAlbemarle Corp
3.654%
+0.075%496
10SQMSociedad Quimica y Minera de Chile SA
3.646%
+0.094%976
11GNRCGenerac Holdings Inc
3.633%
+0.069%304
12EOSEEos Energy Enterprises Inc
3.492%
-0.117%12,128
13NRGVEnergy Vault Holdings Inc
3.441%
-0.102%16,688
14AMPXAmprius Technologies Inc
3.341%
-0.048%4,208
15ABATAmerican Battery Technology Co
3.115%
+0.158%19,616
16AESAES Corp/The
3.030%
-0.160%4,448
17SLDPSolid Power Inc
2.616%
-0.087%19,904
18SESSES AI Corp
2.530%
-0.116%50,928
19MVSTMicrovast Holdings Inc
1.779%
-0.099%33,904
20STEMStem Inc
1.631%
-0.050%4,640