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 | TMO | 8.544% | โ |
| 2 | MRNA | 6.693% | โ |
| 3 | VRTX | 6.378% | โ |
| 4 | ILMN | 3.920% | โ |
| 5 | RVMD | 3.721% | โ |
| 6 | GH | 3.661% | โ |
| 7 | TXG | 3.173% | โ |
| 8 | INCY | 3.056% | โ |
| 9 | ALNY | 2.922% | โ |
| 10 | GMAB | 2.891% | โ |
| 11 | BMRN | 2.436% | โ |
| 12 | TECH | 2.340% | โ |
| 13 | TWST | 2.321% | โ |
| 14 | KRYS | 2.039% | โ |
| 15 | ARWR | 2.003% | โ |
| 16 | IOVA | 1.955% | โ |
| 17 | QGEN | 1.939% | โ |
| 18 | QURE | 1.785% | โ |
| 19 | ADPT | 1.687% | โ |
| 20 | TEM | 1.629% | โ |