Recent significant trades by theme

Theme Oil majors

On the 2024-09-06, reduced position in TotalEnergies SE (TTE) by -20% from 50% to 30%.
On the 2024-09-06, increased position in cash by 20% from 0% to 20%.
On the 2024-09-05, reduced position in Shell plc (SHEL) by -6% from 6% to 0%.
On the 2024-09-05, increased position in TotalEnergies SE (TTE) by 10% from 40% to 50%.
On the 2024-09-05, reduced position in cash by -4% from 4% to 0%.
On the 2024-09-04, reduced position in Shell plc (SHEL) by -12% from 18% to 6%.
On the 2024-09-04, increased position in TotalEnergies SE (TTE) by 20% from 20% to 40%.
On the 2024-09-04, reduced position in cash by -8% from 12% to 4%.

Theme Crypto

No major change recently.

Theme Millenials

On the 2024-09-06, increased position in Meta Platforms, Inc. (META) by 2% from 0% to 2%.
On the 2024-09-06, reduced position in Apple Inc. (AAPL) by -2% from 50% to 48%.
On the 2024-09-05, reduced position in Meta Platforms, Inc. (META) by -12% from 12% to 0%.
On the 2024-09-05, increased position in Apple Inc. (AAPL) by 12% from 38% to 50%.
On the 2024-09-04, increased position in Meta Platforms, Inc. (META) by 12% from 0% to 12%.
On the 2024-09-04, reduced position in Apple Inc. (AAPL) by -12% from 50% to 38%.

Theme Global Macro

No major change recently.

Theme Luxury

On the 2024-09-04, increased position in Tesla, Inc. (TSLA) by 11% from 39% to 50%.
On the 2024-09-04, reduced position in RH (RH) by -11% from 11% to 0%.

Theme Big tech

On the 2024-09-06, reduced position in Meta Platforms, Inc. (META) by -20% from 44% to 24%.
On the 2024-09-06, increased position in cash by 20% from 6% to 26%.
On the 2024-09-05, increased position in Meta Platforms, Inc. (META) by 2% from 42% to 44%.
On the 2024-09-05, reduced position in cash by -2% from 8% to 6%.
On the 2024-09-04, increased position in Meta Platforms, Inc. (META) by 5% from 37% to 42%.
On the 2024-09-04, reduced position in cash by -5% from 13% to 8%.

Theme US Banks

No major change recently.