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 | Name | Weight | ฮ Wt | Shares | ฮ Shares |
|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | 10.677% | +0.256% | 118,656 | -2,304 |
| 2 | ASML | ASML Holding NV | 10.173% | +0.283% | 25,956 | -504 |
| 3 | AMAT | Applied Materials Inc | 6.833% | +0.042% | 57,128 | -1,080 |
| 4 | LRCX | Lam Research Corp | 5.963% | +0.047% | 87,596 | -1,656 |
| 5 | KLAC | KLA CORP | 5.365% | +0.086% | 114,256 | -2,160 |
| 6 | GLW | Corning Inc | 4.360% | -0.034% | 133,298 | -2,520 |
| 7 | LITE | Lumentum Holdings Inc | 3.889% | -0.135% | 22,851 | -432 |
| 8 | COHR | Coherent Corp | 3.358% | -0.169% | 53,319 | -1,008 |
| 9 | CIEN | Ciena Corp | 3.321% | +0.043% | 38,085 | -720 |
| 10 | CRDO | Credo Technology Group Holding Ltd | 3.078% | -0.156% | 64,745 | -1,224 |
| 11 | MRVL | MARVELL TECHNOLOGY INC | 2.970% | -0.061% | 68,553 | -1,296 |
| 12 | MTSI | MACOM Technology Solutions Holdings Inc | 2.722% | -0.008% | 45,702 | -864 |
| 13 | ENTG | Entegris Inc | 2.414% | +0.019% | 83,787 | -1,584 |
| 14 | ONTO | Onto Innovation Inc | 2.316% | -0.027% | 38,085 | -720 |
| 15 | NVMI | Nova Ltd | 2.232% | +0.035% | 22,851 | -432 |
| 16 | NOVT | Novanta Inc | 2.044% | +0.085% | 64,745 | -1,224 |
| 17 | FN | Fabrinet | 2.022% | -0.060% | 19,042 | -360 |
| 18 | UCTT | Ultra Clean Holdings Inc | 1.891% | -0.050% | 91,404 | -1,728 |
| 19 | VIAV | Viavi Solutions Inc | 1.879% | -0.004% | 213,196 | -4,104 |
| 20 | OUST | Ouster Inc | 1.677% | -0.082% | 220,813 | -4,248 |