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 | RACE | 8.988% | -0.001% |
| 2 | NKE | 8.612% | -0.001% |
| 3 | ANF | 5.240% | -0.001% |
| 4 | TPR | 4.117% | โ |
| 5 | RL | 3.987% | โ |
| 6 | DECK | 3.514% | โ |
| 7 | LULU | 3.442% | โ |
| 8 | GIL | 3.270% | โ |
| 9 | VSXY | 3.228% | โ |
| 10 | GAP | 3.019% | โ |
| 11 | ONON | 3.013% | โ |
| 12 | YETI | 2.972% | โ |
| 13 | CROX | 2.578% | โ |
| 14 | URBN | 2.494% | โ |
| 15 | AS | 2.319% | โ |
| 16 | BOOT | 2.142% | โ |
| 17 | KTB | 2.127% | โ |
| 18 | VFC | 1.996% | โ |
| 19 | SHOO | 1.959% | โ |
| 20 | AEO | 1.909% | โ |