Weekend update 30/11/2024
Contribution analyses continue
I’ve decided to switch over to doing contribution analyses. This more accurately reflects the basis for fluctuations. It means that large positions like Oracle, AutoDesk, Nvidia and Northrop Grumman are often going to feature.
Contribution analysis by subindex.
Contribution analysis by individual stocks.
Overall the pureplay geospatial index dropped by 2% this week.