| 1 | ▸ Services-Help Supply Services | +59.9% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| KFRC | KFORCE INC | 1.0 | +91% | +21% | UP+ | 0 | on board - MOM+BLOW | | AMN | AMN HEALTHCARE SERVICES INC | 1.3 | +67% | +55% | UP+ | 0 | on board - MOM+BLOW+RIDER | | RHI | ROBERT HALF INC | 4.2 | +60% | -13% | UP | 0 | | | BBSI | BARRETT BUSINESS SERVICES INC | 1.0 | +37% | -21% | UP | 0 | | | EFOR | EVERFORTH INC | 0.8 | -52% | -56% | DN- | 5 | watchlist |
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| 2 | ▸ Computer Storage Devices | +40.3% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| NTAP | NETAPP INC | 31.3 | +54% | +59% | UP+ | 0 | | | SNDK | SANDISK CORP | 209.0 | +53% | +4834% | UP+ | 0 | on board - CLONE+CLONE2 | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 167.2 | +40% | +589% | UP+ | 0 | on board - CLONE | | WDC | WESTERN DIGITAL CORP | 160.9 | +29% | +870% | UP+ | 0 | | | P | EVERPURE INC | 22.7 | +1% | +37% | DN | 0 | |
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| 3 | ▸ Computer Communications Equipment | +30.6% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 3.9 | +70% | +89% | UP+ | 0 | on board - MOM+BLOW | | ATEN | A10 NETWORKS INC | 2.6 | +36% | +85% | UP+ | 0 | on board - MOM+RIDER | | FFIV | F5 INC | 22.8 | +31% | +36% | UP+ | 0 | | | CSCO | CISCO SYSTEMS INC | 432.2 | +30% | +82% | UP+ | 0 | on board - CLONE | | DGII | DIGI INTERNATIONAL INC | 2.4 | +19% | +110% | UP+ | 0 | on board - MOM | | ANET | ARISTA NETWORKS INC | 212.3 | +5% | +57% | UP+ | 0 | |
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| 4 | ▸ Trucking (No Local) | +24.8% | 100% | 9 | 7 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CVLG | COVENANT LOGISTICS GROUP INC | 1.2 | +65% | +88% | UP+ | 0 | on board - MOM+RIDER | | ARCB | ARCBEST CORP | 3.5 | +38% | +108% | UP+ | 0 | on board - MOM+CLONE | | SNDR | SCHNEIDER NATIONAL INC | 6.7 | +34% | +52% | UP+ | 0 | on board - MOM+RIDER | | JBHT | HUNT J B TRANSPORT SERVICES INC | 28.1 | +25% | +92% | UP+ | 0 | | | MRTN | MARTEN TRANSPORT LTD | 1.5 | +25% | +37% | UP+ | 0 | on board - MOM | | LSTR | LANDSTAR SYSTEM INC | 7.2 | +24% | +65% | UP+ | 0 | on board - MOM+RIDER | | KNX | KNIGHT-SWIFT TRANSPORTATION HOLDIN | 12.6 | +20% | +77% | UP+ | 0 | on board - MOM+CLONE+RIDER | | ODFL | OLD DOMINION FREIGHT LINE INC | 49.3 | +11% | +48% | UP+ | 0 | | | SAIA | SAIA INC | 11.7 | +4% | +64% | UP+ | 0 | on board - CLONE+RIDER |
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| 5 | ▸ Air Transportation Scheduled | +24.7% | 100% | 7 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AAL | AMERICAN AIRLINES GROUP INC | 10.3 | +27% | +27% | UP+ | 0 | | | ALGT | ALLEGIANT TRAVEL CO | 1.9 | +25% | +82% | UP+ | 0 | | | UAL | UNITED AIRLINES HOLDINGS INC | 38.6 | +25% | +39% | UP+ | 0 | | | DAL | DELTA AIR LINES INC | 57.0 | +25% | +53% | UP+ | 0 | on board - CLONE | | LUV | SOUTHWEST AIRLINES CO | 24.2 | +22% | +26% | UP+ | 0 | | | ALK | ALASKA AIR GROUP INC | 5.3 | +16% | -5% | UP | 0 | | | SKYW | SKYWEST INC | 4.0 | +6% | -17% | UP | 0 | |
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| 6 | ▸ Petroleum Refining | +24.5% | 100% | 8 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| DINO | HF SINCLAIR CORP | 15.7 | +45% | +58% | UP+ | 2 | on board - MOM+RIDER | | PBF | PBF ENERGY INC | 7.2 | +44% | +53% | UP+ | 0 | on board - MOM | | MPC | MARATHON PETROLEUM CORP | 89.3 | +36% | +46% | UP+ | 0 | | | VLO | VALERO ENERGY CORP | 89.2 | +25% | +70% | UP+ | 0 | | | PSX | PHILLIPS 66 | 80.7 | +24% | +40% | UP+ | 0 | | | SUN | SUNOCO LP | 14.8 | +13% | +31% | UP+ | 0 | on board - EARLY | | XOM | EXXON MOBIL CORP | 605.0 | -3% | +29% | UP+ | 0 | | | COP | CONOCOPHILLIPS | 137.5 | -7% | +25% | UP+ | 0 | |
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| 7 | ▸ Services-Commercial Physical & Biological Research | +22.4% | 100% | 5 | 0 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| NRC | NRC HEALTH | 0.5 | +25% | +25% | UP+ | 0 | | | EXEL | EXELIXIS INC | 14.0 | +25% | +20% | UP+ | 0 | | | IQV | IQVIA HOLDINGS INC | 35.1 | +22% | +13% | UP | 0 | | | INCY | INCYTE CORP | 23.3 | +22% | +49% | UP+ | 0 | | | MEDP | MEDPACE HOLDINGS INC | 15.4 | +4% | +49% | UP+ | 0 | |
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| 8 | ▸ Steel Works Blast Furnaces & Rolling Mills (Coke Ove | +20.3% | 80% | 5 | 0 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CRS | CARPENTER TECHNOLOGY CORP | 27.5 | +30% | +103% | UP+ | 0 | | | NUE | NUCOR CORP | 53.7 | +23% | +89% | UP+ | 0 | | | STLD | STEEL DYNAMICS INC | 33.9 | +20% | +113% | UP+ | 0 | | | MTUS | METALLUS INC | 0.8 | +10% | +27% | UP+ | 0 | | | CMC | COMMERCIAL METALS CO | 7.3 | +4% | +53% | DN | 0 | |
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| 9 | ▸ Life Insurance | +19.9% | 100% | 10 | 5 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| VOYA | VOYA FINANCIAL INC | 9.1 | +39% | +31% | UP+ | 0 | on board - MOM | | FG | F&G ANNUITIES & LIFE INC | 4.3 | +24% | -2% | UP | 0 | on board - EARLY | | GL | GLOBE LIFE INC | 14.3 | +24% | +43% | UP+ | 0 | on board - MOM+CLONE+RIDER | | MET | METLIFE INC | 60.3 | +22% | +18% | UP+ | 0 | | | PRU | PRUDENTIAL FINANCIAL INC | 41.0 | +20% | +11% | UP+ | 0 | | | CRBG | COREBRIDGE FINANCIAL INC | 14.5 | +20% | -12% | UP | 0 | on board - EARLY | | LNC | LINCOLN NATIONAL CORP | 8.0 | +18% | +17% | UP | 0 | on board - EARLY | | GNW | GENWORTH FINANCIAL INC | 3.8 | +17% | +22% | UP+ | 0 | | | RGA | REINSURANCE GROUP OF AMERICA INC | 15.7 | +15% | +11% | UP+ | 0 | | | PRI | PRIMERICA INC | 9.8 | +15% | +10% | UP+ | 0 | |
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| 10 | ▸ Services-Miscellaneous Amusement & Recreation | +19.2% | 67% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| RSI | RUSH STREET INTERACTIVE INC | 7.6 | +45% | +104% | UP+ | 0 | on board - MOM+BLOW | | PRKS | UNITED PARKS & RESORTS INC | 2.2 | +31% | +0% | UP | 0 | | | MSGE | MADISON SQUARE GARDEN ENTERTAINMEN | 3.5 | +21% | +88% | UP+ | 0 | on board - MOM+RIDER | | MTN | VAIL RESORTS INC | 5.3 | +17% | -12% | UP | 0 | | | DKNG | DRAFTKINGS INC | 12.3 | +5% | -34% | DN- | 0 | watchlist | | DIS | WALT DISNEY CO | 173.1 | -3% | -14% | DN- | 0 | |
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| 11 | ▸ Services-Prepackaged Software | +18.6% | 51% | 69 | 10 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| DDOG | DATADOG INC | 93.4 | +112% | +66% | UP+ | 0 | | | RPD | RAPID7 INC | 0.8 | +111% | -68% | UP | 0 | | | TENB | TENABLE HOLDINGS INC | 4.4 | +109% | -15% | UP | 1 | on board - CFO1ST | | OKTA | OKTA INC | 25.7 | +105% | +30% | UP+ | 1 | | | CRWD | CROWDSTRIKE HOLDINGS INC | 207.5 | +95% | +46% | UP+ | 0 | | | QLYS | QUALYS INC | 5.5 | +87% | -17% | UP | 0 | | | PD | PAGERDUTY INC | 0.8 | +66% | -39% | UP | 0 | | | CVLT | COMMVAULT SYSTEMS INC | 6.2 | +58% | -24% | UP | 0 | | | TWLO | TWILIO INC | 31.4 | +51% | +60% | UP+ | 0 | on board - CLONE | | GTLB | GITLAB INC | 5.4 | +45% | -34% | DN- | 1 | | | CCSI | CONSENSUS CLOUD SOLUTIONS INC | 0.7 | +44% | +75% | UP+ | 0 | | | NTNX | NUTANIX INC | 15.1 | +41% | -33% | UP | 0 | on board - BLOW | | GEN | GEN DIGITAL INC | 16.3 | +37% | -17% | UP | 0 | | | ACIW | ACI WORLDWIDE INC | 6.0 | +37% | +2% | UP | 0 | | | PRGS | PROGRESS SOFTWARE CORP | 1.7 | +35% | -35% | UP | 0 | on board - BLOW | | TEAM | ATLASSIAN CORP | 23.4 | +34% | -51% | DN- | 0 | | | AVPT | AVEPOINT INC | 2.8 | +32% | -41% | UP | 0 | | | BOX | BOX INC | 4.3 | +31% | -20% | UP | 0 | | | DDD | 3D SYSTEMS CORP | 0.4 | +31% | +85% | UP+ | 0 | | | ESTC | ELASTIC NV | 6.5 | +30% | -26% | DN- | 0 | watchlist |
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| 12 | ▸ Hospital & Medical Service Plans | +18.6% | 86% | 7 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HUM | HUMANA INC | 46.4 | +93% | +73% | UP+ | 0 | on board - CLONE+CLONE2 | | MOH | MOLINA HEALTHCARE INC | 11.7 | +51% | -6% | UP+ | 0 | on board - CLONE | | UNH | UNITEDHEALTH GROUP INC | 384.5 | +35% | +45% | UP+ | 0 | | | ELV | ELEVANCE HEALTH INC | 80.9 | +19% | +22% | UP+ | 0 | | | CI | CIGNA GROUP | 75.1 | +3% | -1% | UP | 0 | | | ALHC | ALIGNMENT HEALTHCARE INC | 4.1 | -4% | +49% | UP+ | 1 | on board - EARLY | | TRUP | TRUPANION INC | 1.1 | -5% | -52% | DN- | 0 | |
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