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 | VSAT | VIASAT INC COMMON STOCK USD.0001 | 1.072% | -0.040% | 4,512,700 | — |
| 2 | MATX | MATSON INC COMMON STOCK | 1.043% | +0.017% | 1,494,502 | +2,090 |
| 3 | LEA | LEAR CORP COMMON STOCK USD.01 | 0.862% | +0.011% | 1,639,935 | — |
| 4 | SM | SM ENERGY CO COMMON STOCK USD.01 | 0.851% | +0.001% | 7,241,436 | — |
| 5 | AVT | AVNET INC COMMON STOCK USD1.0 | 0.811% | -0.007% | 2,567,726 | — |
| 6 | SNEX | STONEX GROUP INC COMMON STOCK USD.01 | 0.764% | +0.006% | 1,789,088 | — |
| 7 | M | MACY S INC COMMON STOCK USD.01 | 0.746% | -0.005% | 9,234,608 | — |
| 8 | LNTH | LANTHEUS HOLDINGS INC COMMON STOCK USD.01 | 0.744% | -0.013% | 2,048,699 | +6,593 |
| 9 | VSH | VISHAY INTERTECHNOLOGY INC COMMON STOCK USD.1 | 0.721% | -0.008% | 3,470,010 | — |
| 10 | GATX | GATX CORP COMMON STOCK USD.625 | 0.715% | — | 1,143,620 | +3,363 |
| 11 | DAN | DANA INC COMMON STOCK USD.01 | 0.690% | +0.018% | 5,185,833 | +6,460 |
| 12 | PLXS | PLEXUS CORP COMMON STOCK USD.01 | 0.688% | +0.015% | 671,446 | — |
| 13 | CBT | CABOT CORP COMMON STOCK USD1.0 | 0.671% | +0.011% | 2,231,002 | +3,952 |
| 14 | OSCR | OSCAR HEALTH INC CLASS A COMMON STOCK USD.00001 | 0.669% | +0.065% | 6,733,267 | +12,559 |
| 15 | IRDM | IRIDIUM COMMUNICATIONS INC COMMON STOCK USD.001 | 0.660% | -0.004% | 3,829,234 | +7,714 |
| 16 | MGY | MAGNOLIA OIL + GAS CORP A COMMON STOCK USD.0001 | 0.651% | +0.006% | 6,399,134 | +6,650 |
| 17 | AROC | ARCHROCK INC COMMON STOCK USD.01 | 0.641% | +0.007% | 5,064,186 | +9,120 |
| 18 | R | RYDER SYSTEM INC COMMON STOCK USD.5 | 0.634% | +0.007% | 644,522 | — |
| 19 | MUR | MURPHY OIL CORP COMMON STOCK USD1.0 | 0.631% | +0.015% | 4,342,174 | +6,992 |
| 20 | PSMT | PRICESMART INC COMMON STOCK USD.0001 | 0.610% | +0.004% | 948,707 | — |