None this window — no structural change.
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 | FLEX | FLEX LTD COMMON STOCK | 1.639% | -0.015% | 69,048 | — |
| 2 | DVN | DEVON ENERGY CORP COMMON STOCK USD.1 | 1.621% | +0.026% | 228,453 | — |
| 3 | ON | ON SEMICONDUCTOR COMMON STOCK USD.01 | 1.482% | +0.042% | 77,899 | — |
| 4 | DAL | DELTA AIR LINES INC COMMON STOCK USD.0001 | 1.475% | -0.025% | 119,852 | — |
| 5 | ODFL | OLD DOMINION FREIGHT LINE COMMON STOCK USD.1 | 1.411% | +0.023% | 36,294 | — |
| 6 | NUE | NUCOR CORP COMMON STOCK USD.4 | 1.326% | -0.007% | 33,244 | — |
| 7 | TRGP | TARGA RESOURCES CORP COMMON STOCK USD.001 | 1.235% | -0.002% | 29,710 | — |
| 8 | CNC | CENTENE CORP COMMON STOCK USD.001 | 1.097% | +0.044% | 107,141 | — |
| 9 | OXY | OCCIDENTAL PETROLEUM CORP COMMON STOCK USD.2 | 1.081% | +0.009% | 119,523 | — |
| 10 | AMP | AMERIPRISE FINANCIAL INC COMMON STOCK USD.01 | 1.068% | -0.014% | 15,103 | — |
| 11 | STT | STATE STREET CORP COMMON STOCK USD1.0 | 1.059% | -0.001% | 41,566 | — |
| 12 | UAL | UNITED AIRLINES HOLDINGS INC COMMON STOCK USD.01 | 1.054% | -0.006% | 63,578 | — |
| 13 | IDXX | IDEXX LABORATORIES INC COMMON STOCK USD.1 | 1.044% | -0.004% | 11,819 | — |
| 14 | AIG | AMERICAN INTERNATIONAL GROUP COMMON STOCK USD2.5 | 1.030% | -0.021% | 88,313 | — |
| 15 | CCL | CARNIVAL CORP LTD COMMON STOCK USD.01 | 1.029% | -0.017% | 242,079 | — |
| 16 | KR | KROGER CO COMMON STOCK USD1.0 | 1.028% | -0.012% | 103,715 | — |
| 17 | FIX | COMFORT SYSTEMS USA INC COMMON STOCK USD.01 | 1.026% | +0.003% | 3,519 | — |
| 18 | HIG | HARTFORD INSURANCE GROUP INC COMMON STOCK USD.01 | 1.020% | -0.038% | 50,805 | — |
| 19 | HAL | HALLIBURTON CO COMMON STOCK USD2.5 | 1.006% | +0.031% | 157,786 | — |
| 20 | TGT | TARGET CORP COMMON STOCK USD.0833 | 1.005% | +0.010% | 51,514 | — |