| 1 | ▸ Computer Storage Devices | +82.8% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SNDK | SANDISK CORP | 258.4 | +149% | +3718% | UP+ | 0 | on board - CLONE+CLONE2 | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 183.9 | +91% | +544% | UP+ | 0 | on board - CLONE | | WDC | WESTERN DIGITAL CORP | 185.8 | +83% | +784% | UP+ | 0 | | | NTAP | NETAPP INC | 30.2 | +49% | +68% | UP+ | 0 | | | P | EVERPURE INC | 24.2 | +16% | +50% | DN | 0 | |
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| 2 | ▸ Special Industry Machinery Nec | +56.5% | 67% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ACMR | ACM RESEARCH INC | 6.5 | +141% | +246% | UP+ | 0 | on board - MOM | | VECO | VEECO INSTRUMENTS INC | 3.5 | +67% | +195% | UP+ | 0 | on board - BLOW | | LRCX | LAM RESEARCH CORP | 439.5 | +61% | +247% | UP+ | 0 | on board - CLONE | | ACLS | AXCELIS TECHNOLOGIES INC | 4.4 | +52% | +121% | UP+ | 0 | on board - MOM | | CRCT | CRICUT INC | 0.9 | +12% | -30% | DN- | 0 | | | ERII | ENERGY RECOVERY INC | 0.5 | -13% | -36% | DN- | 1 | |
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| 3 | ▸ Computer Communications Equipment | +43.5% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 3.9 | +94% | +60% | UP+ | 0 | on board - MOM+BLOW | | ATEN | A10 NETWORKS INC | 2.6 | +52% | +70% | UP+ | 0 | on board - MOM+RIDER | | DGII | DIGI INTERNATIONAL INC | 2.7 | +44% | +98% | UP+ | 0 | on board - MOM+RIDER | | CSCO | CISCO SYSTEMS INC | 444.2 | +43% | +89% | UP+ | 0 | on board - CLONE | | FFIV | F5 INC | 23.0 | +35% | +38% | UP+ | 0 | | | ANET | ARISTA NETWORKS INC | 201.5 | +26% | +77% | UP+ | 0 | |
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| 4 | ▸ Printed Circuit Boards | +42.6% | 88% | 8 | 5 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| FLEX | FLEX LTD | 50.1 | +100% | +229% | UP+ | 0 | | | SANM | SANMINA CORP | 11.8 | +69% | +183% | UP+ | 0 | on board - BLOW | | TTMI | TTM TECHNOLOGIES INC | 16.2 | +60% | +342% | UP+ | 0 | | | BHE | BENCHMARK ELECTRONICS INC | 3.1 | +53% | +130% | UP+ | 0 | on board - MOM+BLOW+CLONE | | PLXS | PLEXUS CORP | 7.4 | +33% | +105% | UP+ | 0 | on board - MOM | | JBL | JABIL INC | 35.8 | +27% | +73% | UP+ | 0 | on board - CLONE | | CTS | CTS CORP | 1.7 | +25% | +54% | UP+ | 0 | on board - RIDER | | KE | KIMBALL ELECTRONICS INC | 0.6 | +4% | +36% | DN | 0 | |
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| 5 | ▸ Hospital & Medical Service Plans | +39.5% | 86% | 7 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HUM | HUMANA INC | 47.6 | +124% | +29% | UP+ | 0 | on board - CLONE+CLONE2 | | MOH | MOLINA HEALTHCARE INC | 12.0 | +65% | -41% | UP | 0 | on board - CLONE | | UNH | UNITEDHEALTH GROUP INC | 386.3 | +54% | +18% | UP+ | 0 | | | ELV | ELEVANCE HEALTH INC | 90.8 | +40% | -0% | UP+ | 0 | | | ALHC | ALIGNMENT HEALTHCARE INC | 4.9 | +27% | -4% | UP+ | 1 | on board - EARLY | | CI | CIGNA GROUP | 76.1 | +7% | -17% | UP | 0 | | | TRUP | TRUPANION INC | 1.2 | +5% | -59% | DN- | 0 | |
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| 6 | ▸ Air Transportation Scheduled | +39.3% | 100% | 7 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AAL | AMERICAN AIRLINES GROUP INC | 11.9 | +65% | +21% | UP+ | 0 | on board - MOM | | UAL | UNITED AIRLINES HOLDINGS INC | 43.3 | +45% | +36% | UP+ | 0 | | | ALGT | ALLEGIANT TRAVEL CO | 2.2 | +43% | +50% | UP+ | 0 | | | DAL | DELTA AIR LINES INC | 60.9 | +39% | +65% | UP+ | 0 | on board - CLONE | | ALK | ALASKA AIR GROUP INC | 5.7 | +37% | -13% | UP | 0 | | | LUV | SOUTHWEST AIRLINES CO | 24.6 | +34% | +29% | UP+ | 0 | | | SKYW | SKYWEST INC | 3.8 | +6% | -21% | UP | 0 | |
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| 7 | ▸ Services-Help Supply Services | +35.2% | 80% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AMN | AMN HEALTHCARE SERVICES INC | 1.3 | +91% | +38% | UP+ | 0 | on board - MOM+EARLY+BLOW | | KFRC | KFORCE INC | 0.9 | +72% | +16% | UP+ | 0 | | | RHI | ROBERT HALF INC | 3.4 | +35% | -24% | UP | 0 | | | BBSI | BARRETT BUSINESS SERVICES INC | 0.9 | +28% | -21% | UP | 0 | | | EFOR | EVERFORTH INC | 0.7 | -55% | -57% | DN- | 5 | watchlist |
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| 8 | ▸ Semiconductors & Related Devices | +32.4% | 87% | 30 | 13 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ALAB | ASTERA LABS INC | 69.7 | +247% | +301% | UP+ | 0 | | | MU | MICRON TECHNOLOGY INC | 1101.8 | +166% | +782% | UP+ | 0 | on board - CLONE+CLONE2 | | AMD | ADVANCED MICRO DEVICES INC | 844.4 | +138% | +283% | UP+ | 0 | on board - CLONE | | MRVL | MARVELL TECHNOLOGY INC | 214.6 | +129% | +282% | UP+ | 0 | on board - CLONE | | KLIC | KULICKE & SOFFA INDUSTRIES INC | 6.3 | +90% | +207% | UP+ | 0 | on board - MOM | | AMAT | APPLIED MATERIALS INC | 478.8 | +73% | +169% | UP+ | 0 | | | TXN | TEXAS INSTRUMENTS INC | 266.7 | +51% | +51% | UP+ | 0 | | | AMKR | AMKOR TECHNOLOGY INC | 17.3 | +49% | +251% | UP+ | 0 | on board - MOM | | ON | ON SEMICONDUCTOR CORP | 35.7 | +47% | +140% | UP+ | 0 | | | SHLS | SHOALS TECHNOLOGIES GROUP INC | 1.7 | +46% | +137% | UP+ | 0 | | | LSCC | LATTICE SEMICONDUCTOR CORP | 18.7 | +44% | +202% | UP+ | 0 | on board - MOM | | NXPI | NXP SEMICONDUCTORS NV | 69.0 | +41% | +48% | UP+ | 0 | | | DIOD | DIODES INC | 4.4 | +40% | +106% | UP+ | 0 | on board - MOM | | POWI | POWER INTEGRATIONS INC | 4.1 | +40% | +49% | UP+ | 0 | on board - MOM | | MTSI | MACOM TECHNOLOGY SOLUTIONS HOLDING | 24.6 | +35% | +178% | UP+ | 0 | | | MCHP | MICROCHIP TECHNOLOGY INC | 45.9 | +30% | +39% | UP+ | 0 | | | ENPH | ENPHASE ENERGY INC | 5.7 | +23% | +77% | UP+ | 1 | on board - CLONE | | RMBS | RAMBUS INC | 12.2 | +21% | +160% | UP+ | 0 | on board - CLONE | | FORM | FORMFACTOR INC | 9.6 | +20% | +258% | UP+ | 0 | on board - MOM | | ADI | ANALOG DEVICES INC | 183.7 | +19% | +78% | UP+ | 0 | |
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| 9 | ▸ Personal Credit Institutions | +32.2% | 90% | 10 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ATLC | ATLANTICUS HOLDINGS CORP | 1.5 | +80% | +50% | UP+ | 0 | on board - MOM+BLOW | | ENVA | ENOVA INTERNATIONAL INC | 5.9 | +72% | +45% | UP+ | 0 | on board - MOM+RIDER | | CACC | CREDIT ACCEPTANCE CORP | 6.9 | +58% | +2% | UP+ | 0 | on board - MOM | | WRLD | WORLD ACCEPTANCE CORP | 1.0 | +49% | -2% | UP | 0 | | | HAPN | HAPPEN INC | 2.3 | +38% | +43% | UP+ | 0 | | | RM | REGIONAL MANAGEMENT CORP | 0.4 | +27% | +19% | UP+ | 0 | | | SLM | SLM CORP | 4.8 | +19% | -33% | UP | 0 | | | OMF | ONEMAIN HOLDINGS INC | 6.9 | +12% | +1% | UP+ | 0 | | | NNI | NELNET INC | 4.9 | +5% | +8% | UP+ | 0 | | | NCDL | NUVEEN CHURCHILL DIRECT LENDING CO | 0.6 | -0% | -10% | DN- | 0 | watchlist |
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| 10 | ▸ Trucking (No Local) | +30.6% | 100% | 9 | 7 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CVLG | COVENANT LOGISTICS GROUP INC | 1.1 | +56% | +68% | UP+ | 0 | on board - MOM+RIDER | | ARCB | ARCBEST CORP | 3.1 | +39% | +74% | UP+ | 0 | on board - MOM+CLONE+RIDER | | JBHT | HUNT J B TRANSPORT SERVICES INC | 27.0 | +33% | +84% | UP+ | 0 | | | SNDR | SCHNEIDER NATIONAL INC | 6.3 | +33% | +47% | UP+ | 0 | on board - MOM+RIDER | | KNX | KNIGHT-SWIFT TRANSPORTATION HOLDIN | 12.4 | +31% | +70% | UP+ | 0 | on board - MOM+CLONE+RIDER | | LSTR | LANDSTAR SYSTEM INC | 7.1 | +28% | +50% | UP+ | 0 | on board - MOM+RIDER | | MRTN | MARTEN TRANSPORT LTD | 1.4 | +27% | +32% | UP+ | 0 | on board - MOM | | SAIA | SAIA INC | 11.1 | +18% | +65% | UP+ | 0 | on board - CLONE+RIDER | | ODFL | OLD DOMINION FREIGHT LINE INC | 45.3 | +10% | +37% | UP+ | 0 | |
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| 11 | ▸ Services-Health Services | +29.0% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| LFST | LIFESTANCE HEALTH GROUP INC | 4.4 | +79% | +56% | UP+ | 0 | on board - MOM+RIDER | | PNTG | PENNANT GROUP INC | 1.3 | +30% | +14% | UP+ | 0 | | | PRVA | PRIVIA HEALTH GROUP INC | 3.4 | +29% | -8% | UP+ | 0 | on board - EARLY | | TALK | TALKSPACE INC | 0.9 | +0% | +93% | UP+ | 0 | | | USPH | U S PHYSICAL THERAPY INC | 1.1 | -1% | -21% | DN- | 0 | |
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| 12 | ▸ Miscellaneous Fabricated Metal Products | +25.3% | 83% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CXT | CRANE NXT CO | 3.0 | +31% | -33% | UP | 2 | on board - INSIDER+CFO1ST+CLONE | | CR | CRANE CO | 12.6 | +30% | -1% | UP+ | 0 | | | WTS | WATTS WATER TECHNOLOGIES INC | 12.3 | +28% | +25% | UP+ | 0 | | | HLIO | HELIOS TECHNOLOGIES INC | 2.7 | +23% | +141% | UP+ | 0 | on board - MOM+BLOW | | PH | PARKER-HANNIFIN CORP | 121.4 | +6% | +20% | UP+ | 0 | | | MWA | MUELLER WATER PRODUCTS INC | 3.9 | -9% | +4% | DN | 0 | |
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