Recent significant trades by theme

Theme Big tech

On the 2026-03-04, reduced position in Apple Inc. (AAPL) by -6% from 23% to 17%.
On the 2026-03-04, increased position in cash by 6% from 27% to 33%.
On the 2026-03-03, reduced position in Apple Inc. (AAPL) by -10% from 33% to 23%.
On the 2026-03-03, increased position in cash by 10% from 17% to 27%.

Theme US Banks

On the 2026-03-04, reduced position in Truist Financial Corporation (TFC) by -9% from 26% to 17%.
On the 2026-03-04, increased position in Citigroup Inc. (C) by 10% from 22% to 32%.
On the 2026-03-03, reduced position in Truist Financial Corporation (TFC) by -9% from 35% to 26%.
On the 2026-03-03, increased position in Citigroup Inc. (C) by 10% from 12% to 22%.

Theme Oil majors

No major change recently.

Theme Millenials

On the 2026-03-04, reduced position in Lululemon Athletica Inc. (LULU) by -3% from 4% to 2%.
On the 2026-03-04, reduced position in Apple Inc. (AAPL) by -7% from 26% to 18%.
On the 2026-03-04, increased position in cash by 10% from 20% to 30%.
On the 2026-03-03, reduced position in Lululemon Athletica Inc. (LULU) by -2% from 6% to 4%.
On the 2026-03-03, reduced position in Apple Inc. (AAPL) by -8% from 34% to 26%.
On the 2026-03-03, increased position in cash by 10% from 10% to 20%.

Theme Global Macro

On the 2026-03-04, reduced position in Vanguard Real Estate Index Fund ETF Shares (VNQ) by -10% from 10% to 0%.
On the 2026-03-04, increased position in Vanguard Total International Stock Index Fund ETF Shares (VXUS) by 10% from 40% to 50%.
On the 2026-03-03, increased position in Vanguard Real Estate Index Fund ETF Shares (VNQ) by 10% from 0% to 10%.
On the 2026-03-03, reduced position in Vanguard Total International Stock Index Fund ETF Shares (VXUS) by -10% from 50% to 40%.

Theme Luxury

On the 2026-03-04, reduced position in L'Oréal S.A. (OR.PA) by -8% from 24% to 16%.
On the 2026-03-04, reduced position in LVMH Moët Hennessy - Louis Vuitton, Société Européenne (MC.PA) by -2% from 6% to 4%.
On the 2026-03-04, increased position in cash by 10% from 20% to 30%.
On the 2026-03-03, reduced position in L'Oréal S.A. (OR.PA) by -8% from 32% to 24%.
On the 2026-03-03, reduced position in LVMH Moët Hennessy - Louis Vuitton, Société Européenne (MC.PA) by -2% from 8% to 6%.
On the 2026-03-03, increased position in cash by 10% from 10% to 20%.

Theme Crypto

No major change recently.