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 | MXL | 1.213% | โ |
| 2 | SLS | 0.972% | โ |
| 3 | TXG | 0.941% | โ |
| 4 | CORT | 0.851% | โ |
| 5 | PSNL | 0.763% | โ |
| 6 | AEHR | 0.762% | โ |
| 7 | OKTA | 0.649% | โ |
| 8 | SMTC | 0.626% | โ |
| 9 | MGNI | 0.587% | โ |
| 10 | CAKE | 0.567% | โ |
| 11 | DDOG | 0.560% | โ |
| 12 | ATRC | 0.549% | +0.005% |
| 13 | CHEF | 0.544% | โ |
| 14 | BLFS | 0.544% | โ |
| 15 | HAE | 0.542% | โ |
| 16 | NTAP | 0.534% | โ |
| 17 | PAYC | 0.524% | โ |
| 18 | ADPT | 0.522% | โ |
| 19 | GH | 0.522% | โ |
| 20 | CVLT | 0.510% | โ |