None this window โ no structural change.
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 | 7.295% | -0.002% |
| 2 | BHP | 6.937% | -0.001% |
| 3 | FCX | 6.270% | -0.001% |
| 4 | BE | 4.651% | -0.001% |
| 5 | TECK | 2.573% | โ |
| 6 | FM | 2.111% | โ |
| 7 | S32 | 1.845% | โ |
| 8 | LUN | 1.777% | โ |
| 9 | ANTO | 1.750% | โ |
| 10 | ALB | 1.689% | โ |
| 11 | PLS | 1.631% | โ |
| 12 | HBM | 1.618% | โ |
| 13 | RIVN | 1.573% | โ |
| 14 | SQM | 1.523% | โ |
| 15 | MP | 1.420% | โ |
| 16 | SFR | 1.392% | โ |
| 17 | CS | 1.351% | โ |
| 18 | MIN | 1.350% | โ |
| 19 | IGO | 1.226% | โ |
| 20 | UMI | 1.182% | โ |