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 | Name | Weight | Δ Wt | Shares | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | DVN | DEVON ENERGY CORP COMMON STOCK USD.1 | 1.572% | +0.044% | 247,459 | — |
| 2 | DAL | DELTA AIR LINES INC COMMON STOCK USD.0001 | 1.407% | +0.001% | 122,375 | — |
| 3 | FLEX | FLEX LTD COMMON STOCK | 1.324% | +0.035% | 73,794 | — |
| 4 | ODFL | OLD DOMINION FREIGHT LINE COMMON STOCK USD.1 | 1.296% | +0.013% | 40,033 | — |
| 5 | AMP | AMERIPRISE FINANCIAL INC COMMON STOCK USD.01 | 1.195% | +0.008% | 16,376 | — |
| 6 | TRGP | TARGA RESOURCES CORP COMMON STOCK USD.001 | 1.190% | +0.027% | 29,710 | — |
| 7 | NUE | NUCOR CORP COMMON STOCK USD.4 | 1.179% | +0.048% | 34,864 | — |
| 8 | STT | STATE STREET CORP COMMON STOCK USD1.0 | 1.171% | +0.016% | 45,323 | — |
| 9 | UAL | UNITED AIRLINES HOLDINGS INC COMMON STOCK USD.01 | 1.146% | +0.003% | 70,809 | — |
| 10 | FERG | FERGUSON ENTERPRISES INC COMMON STOCK | 1.143% | +0.017% | 35,641 | — |
| 11 | LNG | CHENIERE ENERGY INC COMMON STOCK USD.003 | 1.137% | +0.041% | 29,806 | — |
| 12 | FAST | FASTENAL CO COMMON STOCK USD.01 | 1.134% | +0.041% | 175,179 | — |
| 13 | CMG | CHIPOTLE MEXICAN GRILL INC COMMON STOCK USD.01 | 1.090% | +0.014% | 242,785 | — |
| 14 | ON | ON SEMICONDUCTOR COMMON STOCK USD.01 | 1.086% | -0.005% | 85,911 | — |
| 15 | PRU | PRUDENTIAL FINANCIAL INC COMMON STOCK USD.01 | 1.078% | +0.011% | 65,215 | — |
| 16 | CNC | CENTENE CORP COMMON STOCK USD.001 | 1.074% | -0.015% | 120,126 | — |
| 17 | AIG | AMERICAN INTERNATIONAL GROUP COMMON STOCK USD2.5 | 1.061% | +0.019% | 96,741 | — |
| 18 | FTI | TECHNIPFMC PLC COMMON STOCK USD1.0 | 1.023% | +0.032% | 95,885 | — |
| 19 | OXY | OCCIDENTAL PETROLEUM CORP COMMON STOCK USD.2 | 1.016% | +0.021% | 125,709 | — |
| 20 | HIG | HARTFORD INSURANCE GROUP INC COMMON STOCK USD.01 | 1.002% | +0.028% | 50,240 | — |