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.
| # | Ticker | Weight | Δ Wt |
|---|---|---|---|
| 1 | DVN | 1.653% | -0.017% |
| 2 | CMG | 1.244% | -0.011% |
| 3 | AMP | 1.241% | -0.011% |
| 4 | DAL | 1.227% | -0.012% |
| 5 | STT | 1.201% | -0.012% |
| 6 | FLEX | 1.192% | -0.011% |
| 7 | NUE | 1.145% | -0.011% |
| 8 | FAST | 1.133% | -0.011% |
| 9 | CNC | 1.108% | -0.010% |
| 10 | FERG | 1.105% | -0.017% |
| 11 | TRGP | 1.102% | -0.011% |
| 12 | UAL | 1.099% | -0.009% |
| 13 | PRU | 1.064% | -0.009% |
| 14 | LNG | 1.047% | -0.010% |
| 15 | TGT | 1.033% | -0.010% |
| 16 | ODFL | 1.025% | -0.009% |
| 17 | FTI | 1.015% | -0.010% |
| 18 | AIG | 1.006% | -0.009% |
| 19 | OXY | 0.977% | -0.010% |
| 20 | DHI | 0.973% | -0.009% |