13F holdings
JUPITER ASSET MANAGEMENT LTD portfolio
Managed by . 481 reported positions worth $18.8B as of 2026-03-31, filed with the SEC on 2026-05-12. Parsed from the filing itself, not a reseller.
$18.8B
Book value
481
Positions
21%
Top 10 weight
+173
New this quarter
-99
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 42 days old on 2026-05-12, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (173)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | $185.0M | 6,444,511 | 0.99% |
| KO | COCA COLA CO | $145.7M | 1,932,167 | 0.78% |
| SPGI | S&P GLOBAL INC | $131.8M | 319,570 | 0.70% |
| TW | TRADEWEB MKTS INC | $130.9M | 1,133,172 | 0.70% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $123.5M | 796,744 | 0.66% |
| ZTS | ZOETIS INC | $119.6M | 1,037,050 | 0.64% |
| SYK | STRYKER CORPORATION | $116.3M | 360,452 | 0.62% |
| AJG | GALLAGHER ARTHUR J & CO | $113.2M | 531,235 | 0.60% |
| TMO | THERMO FISHER SCIENTIFIC INC | $111.0M | 234,020 | 0.59% |
| TJX | TJX COS INC NEW | $107.6M | 698,805 | 0.57% |
| MRSH | MARSH & MCLENNAN COS INC | $107.4M | 622,465 | 0.57% |
| ORLY | OREILLY AUTOMOTIVE INC | $101.0M | 1,110,196 | 0.54% |
| SRE | SEMPRA | $97.3M | 1,001,487 | 0.52% |
| APH | AMPHENOL CORP | $96.7M | 786,882 | 0.52% |
| INTU | INTUIT | $93.7M | 221,082 | 0.50% |
| PTC | PTC INC | $93.4M | 672,986 | 0.50% |
| IR | INGERSOLL RAND INC | $90.8M | 1,193,664 | 0.48% |
| ALLY | ALLY FINL INC | $88.2M | 2,247,745 | 0.47% |
| URI | UNITED RENTALS INC | $85.4M | 117,186 | 0.46% |
| BCE | BCE INC | $83.8M | 3,332,879 | 0.45% |
| MCD | MCDONALDS CORP | $75.8M | 248,654 | 0.40% |
| FTNT | FORTINET INC | $73.3M | 938,549 | 0.39% |
| DE | DEERE & CO | $72.4M | 131,803 | 0.39% |
| MELI | MERCADOLIBRE INC | $65.8M | 41,109 | 0.35% |
| BA | BOEING CO | $65.4M | 328,806 | 0.35% |
Closed out (99)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| FHN | FIRST HORIZON CORPORATION | $87.3M | 3,653,460 | 0.00% |
| UBER | UBER TECHNOLOGIES INC | $79.7M | 975,165 | 0.00% |
| RL | RALPH LAUREN CORP | $79.0M | 223,538 | 0.00% |
| PPL | PPL CORP | $56.0M | 1,599,549 | 0.00% |
| TWLO | TWILIO INC | $49.7M | 349,304 | 0.00% |
| UNP | UNION PAC CORP | $44.7M | 193,321 | 0.00% |
| WPC | WP CAREY INC | $41.6M | 646,950 | 0.00% |
| NET | CLOUDFLARE INC | $39.0M | 197,710 | 0.00% |
| MMM | 3M CO | $35.8M | 223,731 | 0.00% |
| CAT | CATERPILLAR INC | $35.1M | 61,335 | 0.00% |
| CZR | CAESARS ENTERTAINMENT INC NE | $33.3M | 1,422,443 | 0.00% |
| HBAN | HUNTINGTON BANCSHARES INC | $31.6M | 1,823,953 | 0.00% |
| CALM | CAL MAINE FOODS INC | $28.9M | 362,748 | 0.00% |
| CTVA | CORTEVA INC | $27.8M | 415,289 | 0.00% |
| TTMI | TTM TECHNOLOGIES INC | $26.6M | 385,905 | 0.00% |
| HUBS | HUBSPOT INC | $26.4M | 65,665 | 0.00% |
| VEEV | VEEVA SYS INC | $22.9M | 102,639 | 0.00% |
| OPCH | OPTION CARE HEALTH INC | $22.6M | 708,742 | 0.00% |
| BNY | BANK NEW YORK MELLON CORP | $20.9M | 179,762 | 0.00% |
| ZS | ZSCALER INC | $20.5M | 91,210 | 0.00% |
| AGX | ARGAN INC | $19.3M | 61,450 | 0.00% |
| TEX | TEREX CORP NEW | $15.4M | 289,420 | 0.00% |
| HONGBP | HONEYWELL INTL INC | $14.2M | 72,932 | 0.00% |
| CCK | CROWN HLDGS INC | $12.4M | 120,821 | 0.00% |
| DXCM | DEXCOM INC | $12.2M | 183,265 | 0.00% |
Added to (162)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $677.4M | 1,857,842 | 3.61% | +141% |
| NVDA | NVIDIA CORPORATION | $631.9M | 3,667,042 | 3.37% | +23% |
| GOOG | ALPHABET INC | $477.0M | 1,726,777 | 2.54% | +183% |
| AMZN | AMAZON COM INC | $420.1M | 2,071,093 | 2.24% | +139% |
| AAPL | APPLE INC | $416.1M | 1,639,701 | 2.22% | +4% |
| AVGO | BROADCOM INC | $396.8M | 1,319,593 | 2.12% | +114% |
| GOOGL | ALPHABET INC | $250.2M | 870,179 | 1.33% | +50% |
| V | VISA INC | $212.6M | 713,071 | 1.13% | +189% |
| CRM | SALESFORCE INC | $191.4M | 1,025,168 | 1.02% | +1115% |
| A | AGILENT TECHNOLOGIES INC | $181.6M | 1,623,406 | 0.97% | +225% |
| CME | CME GROUP INC | $174.8M | 593,525 | 0.93% | +586% |
| DG | DOLLAR GEN CORP | $160.7M | 1,353,322 | 0.86% | +254% |
| MA | MASTERCARD INCORPORATED | $160.3M | 326,288 | 0.86% | +217% |
| DHR | DANAHER CORP DEL | $153.0M | 830,160 | 0.82% | +222% |
| TXN | TEXAS INSTRS INC | $152.0M | 809,544 | 0.81% | +172% |
Trimmed (91)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| COF | CAPITAL ONE FINL CORP | $559,878 | 3,069 | 0.00% | -99% |
| VICI | VICI PPTYS INC | $3.1M | 111,840 | 0.02% | -98% |
| HOOD | ROBINHOOD MKTS INC | $255,578 | 3,688 | 0.00% | -96% |
| SNOW | SNOWFLAKE INC | $2.7M | 17,878 | 0.01% | -92% |
| JNJ | JOHNSON & JOHNSON | $17.8M | 74,205 | 0.10% | -91% |
| CVS | CVS HEALTH CORP | $2.1M | 28,647 | 0.01% | -89% |
| PDD | PDD HOLDINGS INC | $2.8M | 26,973 | 0.01% | -85% |
| C | CITIGROUP INC | $41.1M | 362,069 | 0.22% | -82% |
| URBN | URBAN OUTFITTERS INC | $15.1M | 237,868 | 0.08% | -82% |
| GH | GUARDANT HEALTH INC | $7.3M | 79,526 | 0.04% | -81% |
| LXP | LXP INDUSTRIAL TRUST | $337,883 | 7,304 | 0.00% | -81% |
| SSRM | SSR MINING IN | $1.3M | 44,338 | 0.01% | -81% |
| CSGP | COSTAR GROUP INC | $15.2M | 375,741 | 0.08% | -80% |
| BRC | BRADY CORP | $3.2M | 39,538 | 0.02% | -73% |
| PM | PHILIP MORRIS INTL INC | $9.2M | 55,543 | 0.05% | -72% |
The book
Largest 150 of 481 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $677.4M | 1,857,842 | 3.61% | — |
| NVDA | NVIDIA CORPORATION | $631.9M | 3,667,042 | 3.37% | — |
| GOOG | ALPHABET INC | $477.0M | 1,726,777 | 2.54% | — |
| AMZN | AMAZON COM INC | $420.1M | 2,071,093 | 2.24% | — |
| AAPL | APPLE INC | $416.1M | 1,639,701 | 2.22% | — |
| AVGO | BROADCOM INC | $396.8M | 1,319,593 | 2.12% | — |
| GOOGL | ALPHABET INC | $250.2M | 870,179 | 1.33% | — |
| PSLV | SPROTT ASSET MANAGEMENT LP | $229.9M | 9,467,883 | 1.23% | — |
| V | VISA INC | $212.6M | 713,071 | 1.13% | — |
| CRM | SALESFORCE INC | $191.4M | 1,025,168 | 1.02% | — |
| AG | FIRST MAJESTIC SILVER CORP | $187.3M | 8,721,883 | 1.00% | — |
| CMCSA | COMCAST CORP NEW | $185.0M | 6,444,511 | 0.99% | — |
| A | AGILENT TECHNOLOGIES INC | $181.6M | 1,623,406 | 0.97% | — |
| CME | CME GROUP INC | $174.8M | 593,525 | 0.93% | — |
| CEF | SPROTT ASSET MANAGEMENT LP | $168.8M | 3,548,060 | 0.90% | — |
| DG | DOLLAR GEN CORP | $160.7M | 1,353,322 | 0.86% | — |
| MA | MASTERCARD INCORPORATED | $160.3M | 326,288 | 0.86% | — |
| DHR | DANAHER CORP DEL | $153.0M | 830,160 | 0.82% | — |
| TXN | TEXAS INSTRS INC | $152.0M | 809,544 | 0.81% | — |
| F | FORD MTR CO | $150.2M | 13,016,206 | 0.80% | — |
| PODD | INSULET CORP | $149.0M | 709,902 | 0.79% | — |
| CDE | COEUR MNG INC | $147.0M | 7,829,327 | 0.78% | — |
| NTRS | NORTHERN TR CORP | $146.7M | 1,051,432 | 0.78% | — |
| KO | COCA COLA CO | $145.7M | 1,932,167 | 0.78% | — |
| DIS | DISNEY WALT CO | $144.8M | 1,502,598 | 0.77% | — |
| LYFT | LYFT INC | $136.9M | 10,292,006 | 0.73% | — |
| PAAS | PAN AMERN SILVER CORP | $134.7M | 2,464,866 | 0.72% | — |
| ILMN | ILLUMINA INC | $134.1M | 1,087,790 | 0.72% | — |
| SPGI | S&P GLOBAL INC | $131.8M | 319,570 | 0.70% | — |
| TW | TRADEWEB MKTS INC | $130.9M | 1,133,172 | 0.70% | — |
| DLTR | DOLLAR TREE INC | $127.2M | 1,161,883 | 0.68% | — |
| MTCH | MATCH GROUP INC NEW | $126.0M | 4,101,913 | 0.67% | — |
| CNL | COLLECTIVE MINING LTD | $124.2M | 7,096,929 | 0.66% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $123.5M | 796,744 | 0.66% | — |
| BAC | BANK AMERICA CORP | $119.9M | 2,564,511 | 0.64% | — |
| ZTS | ZOETIS INC | $119.6M | 1,037,050 | 0.64% | — |
| CHRW | C H ROBINSON WORLDWIDE IN | $119.3M | 718,534 | 0.64% | — |
| SYK | STRYKER CORPORATION | $116.3M | 360,452 | 0.62% | — |
| PHYS | SPROTT ASSET MANAGEMENT LP | $115.7M | 3,270,273 | 0.62% | — |
| ABBV | ABBVIE INC | $115.1M | 529,252 | 0.61% | — |
| AJG | GALLAGHER ARTHUR J & CO | $113.2M | 531,235 | 0.60% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $111.0M | 234,020 | 0.59% | — |
| SNPS | SYNOPSYS INC | $109.7M | 287,749 | 0.59% | — |
| EXK | ENDEAVOUR SILVER CORP | $108.5M | 11,660,396 | 0.58% | — |
| MU | MICRON TECHNOLOGY INC | $108.5M | 321,100 | 0.58% | — |
| HL | HECLA MINING COMPANY | $108.3M | 5,813,604 | 0.58% | — |
| NFLX | NETFLIX INC. | $107.7M | 1,167,402 | 0.57% | — |
| TJX | TJX COS INC NEW | $107.6M | 698,805 | 0.57% | — |
| MRSH | MARSH & MCLENNAN COS INC | $107.4M | 622,465 | 0.57% | — |
| MNST | MONSTER BEVERAGE CORP NEW | $105.1M | 1,450,611 | 0.56% | — |
| HALO | HALOZYME THERAPEUTICS INC | $103.9M | 1,608,256 | 0.55% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $101.0M | 1,110,196 | 0.54% | — |
| AGI | ALAMOS GOLD INC | $97.7M | 2,204,011 | 0.52% | — |
| SRE | SEMPRA | $97.3M | 1,001,487 | 0.52% | — |
| APH | AMPHENOL CORP | $96.7M | 786,882 | 0.52% | — |
| META | META PLATFORMS INC | $96.5M | 168,670 | 0.51% | — |
| AR | ANTERO RESOURCES CORP | $96.1M | 2,265,082 | 0.51% | — |
| INTU | INTUIT | $93.7M | 221,082 | 0.50% | — |
| AIG | AMERICAN INTL GROUP INC | $93.5M | 1,242,511 | 0.50% | — |
| PTC | PTC INC | $93.4M | 672,986 | 0.50% | — |
| ROP | ROPER TECHNOLOGIES INC | $93.3M | 268,402 | 0.50% | — |
| T | AT&T INC | $92.3M | 3,183,060 | 0.49% | — |
| VZ | VERIZON COMMUNICATIONS INC | $91.0M | 1,812,292 | 0.49% | — |
| IR | INGERSOLL RAND INC | $90.8M | 1,193,664 | 0.48% | — |
| SCHW | SCHWAB CHARLES CORP | $88.3M | 939,505 | 0.47% | — |
| ALLY | ALLY FINL INC | $88.2M | 2,247,745 | 0.47% | — |
| URI | UNITED RENTALS INC | $85.4M | 117,186 | 0.46% | — |
| VLY | VALLEY NATL BANCORP | $84.6M | 6,885,523 | 0.45% | — |
| BCE | BCE INC | $83.8M | 3,332,879 | 0.45% | — |
| VRSN | VERISIGN INC | $82.9M | 333,774 | 0.44% | — |
| HDB | HDFC BANK LTD | $81.1M | 3,403,134 | 0.43% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $81.0M | 255,646 | 0.43% | — |
| MCK | MCKESSON CORP | $80.0M | 92,497 | 0.43% | — |
| VTRS | VIATRIS INC | $77.9M | 5,768,153 | 0.42% | — |
| ABT | ABBOTT LABORATORIES | $77.4M | 766,433 | 0.41% | — |
| NOW | SERVICENOW INC | $75.9M | 730,568 | 0.40% | — |
| MCD | MCDONALDS CORP | $75.8M | 248,654 | 0.40% | — |
| ELAN | ELANCO ANIMAL HEALTH INC | $74.4M | 3,110,039 | 0.40% | — |
| FTNT | FORTINET INC | $73.3M | 938,549 | 0.39% | — |
| HIG | HARTFORD INSURANCE GROUP INC | $72.7M | 537,614 | 0.39% | — |
| DE | DEERE & CO | $72.4M | 131,803 | 0.39% | — |
| TSLA | TESLA INC | $71.7M | 192,917 | 0.38% | — |
| AIZ | ASSURANT INC | $71.6M | 328,630 | 0.38% | — |
| YOU | CLEAR SECURE INC | $69.1M | 1,427,067 | 0.37% | — |
| PFE | PFIZER INC | $68.6M | 2,443,645 | 0.37% | — |
| ORLA MNG LTD NEW | ORLA MNG LTD NEW | $68.1M | 4,247,267 | 0.36% | — |
| STT | STATE STR CORP | $66.8M | 527,840 | 0.36% | — |
| BZ | KANZHUN LIMITED | $66.2M | 4,941,800 | 0.35% | — |
| MELI | MERCADOLIBRE INC | $65.8M | 41,109 | 0.35% | — |
| BA | BOEING CO | $65.4M | 328,806 | 0.35% | — |
| UGI | UGI CORP NEW | $64.5M | 1,770,406 | 0.34% | — |
| LNC | LINCOLN NATL CORP IND | $63.8M | 1,796,671 | 0.34% | — |
| BKNG | BOOKING HOLDINGS INC | $63.6M | 15,557 | 0.34% | — |
| BEN | FRANKLIN RESOURCES INC | $63.1M | 2,673,409 | 0.34% | — |
| EXC | EXELON CORP | $61.1M | 1,246,292 | 0.33% | — |
| COST | COSTCO WHOLESALE CORPORATION | $61.0M | 61,258 | 0.33% | — |
| DEC | DIVERSIFIED ENERGY CO | $58.9M | 3,168,559 | 0.31% | — |
| REXR | REXFORD INDL RLTY INC | $58.5M | 1,788,277 | 0.31% | — |
| HUM | HUMANA INC | $58.4M | 336,544 | 0.31% | — |
| RNG | RINGCENTRAL INC | $57.0M | 1,532,360 | 0.30% | — |
| SHW | SHERWIN WILLIAMS CO | $56.5M | 176,410 | 0.30% | — |
| ADBE | ADOBE INC | $56.0M | 230,537 | 0.30% | — |
| GEN | GEN DIGITAL INC | $55.4M | 2,942,876 | 0.30% | — |
| HR | HEALTHCARE RLTY TR | $54.5M | 3,209,167 | 0.29% | — |
| NEWP | NEW PAC METALS CORP | $54.5M | 13,176,710 | 0.29% | — |
| JKHY | HENRY JACK & ASSOC INC | $53.8M | 340,633 | 0.29% | — |
| WPM | WHEATON PRECIOUS METALS CORP | $53.6M | 408,956 | 0.29% | — |
| SLF | SUN LIFE FINANCIAL INC. | $53.2M | 852,474 | 0.28% | — |
| FSLR | FIRST SOLAR INC | $51.3M | 260,023 | 0.27% | — |
| AMD | ADVANCED MICRO DEVICES INC | $50.5M | 248,081 | 0.27% | — |
| ATI | ATI INC | $49.7M | 341,677 | 0.27% | — |
| PARR | PAR PAC HOLDINGS INC | $49.3M | 786,502 | 0.26% | — |
| PTCT | PTC THERAPEUTICS INC | $48.5M | 711,457 | 0.26% | — |
| LRCX | LAM RESEARCH CORP | $48.1M | 224,931 | 0.26% | — |
| ECL | ECOLAB INC | $47.3M | 177,835 | 0.25% | — |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $46.5M | 3,529,573 | 0.25% | — |
| VZLA | VIZSLA SILVER CORP | $46.2M | 13,973,502 | 0.25% | — |
| ROL | ROLLINS INC | $45.8M | 857,571 | 0.24% | — |
| INCY | INCYTE CORP | $45.4M | 482,642 | 0.24% | — |
| ADT | ADT INC DEL | $45.1M | 6,861,759 | 0.24% | — |
| PCG | PG&E CORP | $44.9M | 2,554,332 | 0.24% | — |
| AMAT | APPLIED MATLS INC | $44.9M | 131,287 | 0.24% | — |
| YETI | YETI HLDGS INC | $44.2M | 1,207,923 | 0.24% | — |
| GEV | GE VERNOVA INC | $43.9M | 50,298 | 0.23% | — |
| MTD | METTLER TOLEDO INTERNATIONAL | $43.6M | 34,574 | 0.23% | — |
| GXO | GXO LOGISTICS INCORPORATED | $43.2M | 833,519 | 0.23% | — |
| AME | AMETEK INC | $42.9M | 208,242 | 0.23% | — |
| GTM | ZOOMINFO TECHNOLOGIES INC | $42.8M | 7,163,325 | 0.23% | — |
| EXEL | EXELIXIS INC | $41.5M | 967,409 | 0.22% | — |
| KR | KROGER CO | $41.2M | 570,042 | 0.22% | — |
| C | CITIGROUP INC | $41.1M | 362,069 | 0.22% | — |
| HWM | HOWMET AEROSPACE INC | $41.0M | 177,869 | 0.22% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $40.1M | 197,950 | 0.21% | — |
| FRSH | FRESHWORKS INC | $40.0M | 4,980,503 | 0.21% | — |
| LW | LAMB WESTON HLDGS INC | $39.9M | 943,326 | 0.21% | — |
| JPM | JPMORGAN CHASE & CO | $39.5M | 134,443 | 0.21% | — |
| WDC | WESTERN DIGITAL CORP | $38.6M | 142,800 | 0.21% | — |
| ES | EVERSOURCE ENERGY | $38.6M | 557,406 | 0.21% | — |
| NFG | NATIONAL FUEL GAS CO | $38.5M | 409,457 | 0.21% | — |
| AYI | ACUITY INC | $38.1M | 136,123 | 0.20% | — |
| DOCU | DOCUSIGN INC | $38.1M | 804,392 | 0.20% | — |
| USFD | US FOODS HLDG CORP | $38.0M | 411,909 | 0.20% | — |
| PVH | PVH CORPORATION | $37.6M | 539,154 | 0.20% | — |
| EYE | NATIONAL VISION HLDGS INC | $37.4M | 1,443,056 | 0.20% | — |
| NRG | NRG ENERGY INC | $37.2M | 254,834 | 0.20% | — |
| MRP | MILLROSE PPTYS INC | $37.2M | 1,327,530 | 0.20% | — |
| NOV | NOV INC | $36.8M | 1,955,112 | 0.20% | — |
| AWK | AMERICAN WTR WKS CO INC NEW | $36.7M | 269,806 | 0.20% | — |
| KGC | KINROSS GOLD CORP | $35.4M | 1,162,839 | 0.19% | — |
| ENS | ENERSYS | $35.4M | 203,608 | 0.19% | — |
This table is the 150 largest positions by value, out of 481 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by JUPITER ASSET MANAGEMENT LTD (CIK 1215838, accession 0001171843-26-003285). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
Free · no spam
Get the weekly edge report
The best-performing indicator per asset, what changed this week, and the honest caveats — straight to your inbox.