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 | PANW | 10.013% | +0.036% |
| 2 | ESLT | 6.654% | +0.024% |
| 3 | TSEM | 6.297% | +0.023% |
| 4 | FROG | 3.888% | +0.014% |
| 5 | CHKP | 3.615% | +0.013% |
| 6 | NVMI | 2.797% | +0.010% |
| 7 | S | 2.772% | +0.014% |
| 8 | NICE | 2.618% | โ |
| 9 | ENLT | 2.544% | โ |
| 10 | VRNS | 2.464% | +0.013% |
| 11 | DOX | 2.285% | +0.012% |
| 12 | GLBE | 2.209% | +0.011% |
| 13 | NXSN | 1.962% | โ |
| 14 | CAMT | 1.823% | โ |
| 15 | ORA | 1.810% | โ |
| 16 | MNDY | 1.807% | โ |
| 17 | ONDS | 1.783% | โ |
| 18 | URGN | 1.777% | โ |
| 19 | LMND | 1.593% | โ |
| 20 | PGY | 1.540% | โ |