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 | PYPL | 6.547% | -0.003% |
| 2 | MA | 6.239% | -0.003% |
| 3 | V | 6.148% | -0.003% |
| 4 | COF | 6.035% | -0.003% |
| 5 | TOST | 5.668% | -0.003% |
| 6 | AXP | 5.580% | -0.003% |
| 7 | GPN | 5.345% | -0.003% |
| 8 | CPAY | 5.090% | -0.003% |
| 9 | XYZ | 4.597% | -0.002% |
| 10 | AFRM | 4.225% | -0.002% |
| 11 | ADYEN | 4.219% | -0.002% |
| 12 | WISE | 3.914% | -0.002% |
| 13 | FIS | 3.726% | -0.002% |
| 14 | FISV | 3.617% | -0.002% |
| 15 | COIN | 3.606% | -0.002% |
| 16 | WEX | 3.173% | -0.002% |
| 17 | ACIW | 2.252% | -0.001% |
| 18 | RELY | 2.096% | -0.001% |
| 19 | QTWO | 1.631% | -0.001% |
| 20 | FOUR | 1.209% | -0.001% |