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 | TSLA | 18.303% | โ |
| 2 | BE | 12.470% | โ |
| 3 | ENPH | 6.067% | โ |
| 4 | ENS | 5.632% | โ |
| 5 | GNRC | 4.432% | โ |
| 6 | AES | 4.322% | โ |
| 7 | SQM | 3.939% | โ |
| 8 | NRGV | 3.733% | โ |
| 9 | RUN | 3.429% | โ |
| 10 | SEDG | 3.352% | โ |
| 11 | SLDP | 3.348% | โ |
| 12 | ALB | 3.274% | โ |
| 13 | SES | 2.978% | โ |
| 14 | AMPX | 2.768% | โ |
| 15 | ATKR | 2.699% | โ |
| 16 | ABAT | 2.649% | โ |
| 17 | FLNC | 2.327% | โ |
| 18 | EOSE | 2.155% | โ |
| 19 | AMSC | 2.102% | โ |
| 20 | ENVX | 2.050% | โ |