| 1 | ▸ Air Transportation Scheduled | +30.9% | 100% | 6 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| UAL | UNITED AIRLINES HOLDINGS INC | 40.1 | +37% | +50% | UP+ | 0 | | | SKYW | SKYWEST INC | 4.2 | +32% | -15% | UP | 0 | | | DAL | DELTA AIR LINES INC | 58.3 | +31% | +74% | UP+ | 0 | on board - CLONE | | ALGT | ALLEGIANT TRAVEL CO | 1.8 | +31% | +132% | UP+ | 0 | | | ALK | ALASKA AIR GROUP INC | 5.3 | +21% | -4% | UP | 0 | | | LUV | SOUTHWEST AIRLINES CO | 22.3 | +21% | +68% | UP+ | 0 | |
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| 2 | ▸ Services-Help Supply Services | +30.7% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AMN | AMN HEALTHCARE SERVICES INC | 1.3 | +70% | +67% | UP+ | 0 | on board - MOM+BLOW+RIDER | | RHI | ROBERT HALF INC | 3.8 | +43% | -13% | UP | 0 | | | EFOR | EVERFORTH INC | 1.1 | +31% | -67% | DN- | 5 | watchlist | | BBSI | BARRETT BUSINESS SERVICES INC | 1.0 | +27% | -22% | UP | 0 | | | KFRC | KFORCE INC | 1.0 | +27% | +28% | UP+ | 0 | on board - MOM |
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| 3 | ▸ Biological Products (No Disgnostic Substances) | +30.4% | 100% | 9 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AGEN | AGENUS INC | 0.3 | +102% | -48% | UP | 0 | | | NBIX | NEUROCRINE BIOSCIENCES INC | 18.7 | +41% | +26% | UP+ | 0 | on board - MOM | | KRYS | KRYSTAL BIOTECH INC | 10.8 | +40% | +144% | UP+ | 0 | on board - MOM | | HALO | HALOZYME THERAPEUTICS INC | 9.9 | +31% | +33% | UP+ | 0 | on board - MOM | | TECH | BIO-TECHNE CORP | 11.3 | +30% | +23% | UP+ | 0 | | | RGEN | REPLIGEN CORP | 8.1 | +21% | +9% | UP+ | 0 | on board - CLONE | | AMGN | AMGEN INC | 209.2 | +13% | +23% | UP+ | 0 | | | BIIB | BIOGEN INC | 30.7 | +10% | +69% | UP+ | 0 | | | GILD | GILEAD SCIENCES INC | 163.0 | +1% | +13% | UP+ | 0 | |
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| 4 | ▸ Services-Commercial Physical & Biological Research | +29.1% | 100% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| IQV | IQVIA HOLDINGS INC | 39.1 | +50% | -1% | UP+ | 0 | | | MEDP | MEDPACE HOLDINGS INC | 16.1 | +38% | +18% | UP+ | 0 | on board - BLOW | | INCY | INCYTE CORP | 24.9 | +29% | +47% | UP+ | 0 | | | EXEL | EXELIXIS INC | 14.1 | +26% | +47% | UP+ | 0 | on board - MOM+RIDER | | NRC | NRC HEALTH | 0.4 | +16% | +68% | UP+ | 0 | |
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| 5 | ▸ Wholesale-Computers & Peripheral Equipment & Softwar | +24.0% | 100% | 6 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HPE | HEWLETT PACKARD ENTERPRISE CO | 62.4 | +64% | +121% | UP+ | 0 | | | CLMB | CLIMB GLOBAL SOLUTIONS INC | 0.5 | +60% | -8% | UP | 0 | | | SCSC | SCANSOURCE INC | 1.1 | +37% | +27% | UP+ | 0 | on board - MOM | | SNX | TD SYNNEX CORP | 20.2 | +11% | +81% | UP+ | 0 | | | PLUS | EPLUS INC | 2.4 | +8% | +23% | UP+ | 0 | | | INGM | INGRAM MICRO HOLDING CORP | 7.0 | -1% | +34% | UP+ | 0 | |
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| 6 | ▸ Computer Storage Devices | +22.7% | 100% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| NTAP | NETAPP INC | 34.1 | +58% | +48% | UP+ | 0 | | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 191.0 | +27% | +537% | UP+ | 0 | on board - CLONE | | WDC | WESTERN DIGITAL CORP | 183.7 | +23% | +807% | UP+ | 0 | | | SNDK | SANDISK CORP | 189.5 | +17% | +5196% | UP+ | 0 | on board - CLONE+CLONE2 | | P | EVERPURE INC | 25.0 | +5% | +33% | UP+ | 0 | |
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| 7 | ▸ Surgical & Medical Instruments & Apparatus | +21.5% | 68% | 22 | 6 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| LQDA | LIQUIDIA CORP | 7.7 | +121% | +314% | UP+ | 1 | on board - MOM | | ATRC | ATRICURE INC | 2.0 | +43% | -12% | UP | 0 | on board - EARLY | | ICUI | ICU MEDICAL INC | 4.2 | +41% | +16% | UP+ | 0 | on board - EARLY | | HAE | HAEMONETICS CORP | 3.9 | +41% | -1% | UP+ | 0 | | | BVS | BIOVENTUS INC | 1.1 | +34% | +44% | UP+ | 0 | on board - MOM+RIDER | | UFPT | UFP TECHNOLOGIES INC | 2.0 | +33% | +12% | UP+ | 0 | | | SOLV | SOLVENTUM CORP | 15.0 | +29% | +5% | UP+ | 0 | | | MDXG | MIMEDX GROUP INC | 0.6 | +27% | -42% | DN- | 0 | | | DXCM | DEXCOM INC | 28.8 | +25% | -25% | UP | 0 | | | TCMD | TACTILE SYSTEMS TECHNOLOGY INC | 0.6 | +23% | +189% | UP+ | 0 | | | MMSI | MERIT MEDICAL SYSTEMS INC | 5.0 | +22% | -16% | UP | 3 | on board - CFO1ST | | MMM | 3M CO | 90.8 | +21% | +9% | UP+ | 0 | | | BDX | BECTON DICKINSON & CO | 45.6 | +12% | -15% | DN- | 0 | | | SYK | STRYKER CORP | 133.4 | +11% | -21% | UP | 0 | | | NVCR | NOVOCURE LTD | 1.8 | +0% | +33% | UP+ | 0 | on board - BLOW | | PEN | PENUMBRA INC | 12.6 | -2% | +39% | UP+ | 0 | | | RMD | RESMED INC | 30.3 | -2% | -29% | DN- | 0 | | | PODD | INSULET CORP | 11.5 | -4% | -48% | DN- | 2 | | | LMAT | LEMAITRE VASCULAR INC | 2.3 | -7% | +17% | UP+ | 0 | | | INSP | INSPIRE MEDICAL SYSTEMS INC | 1.4 | -11% | -66% | DN- | 0 | |
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| 8 | ▸ Computer Communications Equipment | +20.9% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 3.9 | +35% | +81% | UP+ | 0 | on board - MOM | | CSCO | CISCO SYSTEMS INC | 447.6 | +25% | +76% | UP+ | 0 | on board - CLONE | | DGII | DIGI INTERNATIONAL INC | 2.6 | +22% | +123% | UP+ | 0 | on board - MOM | | FFIV | F5 INC | 21.9 | +20% | +39% | UP+ | 0 | | | ATEN | A10 NETWORKS INC | 2.2 | +12% | +101% | UP+ | 0 | on board - MOM | | ANET | ARISTA NETWORKS INC | 215.3 | -1% | +43% | UP+ | 0 | |
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| 9 | ▸ Laboratory Analytical Instruments | +20.3% | 100% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ILMN | ILLUMINA INC | 31.0 | +62% | +62% | UP+ | 0 | | | RVTY | REVVITY INC | 12.7 | +31% | +18% | UP+ | 0 | | | A | AGILENT TECHNOLOGIES INC | 39.2 | +20% | +12% | UP+ | 0 | | | BIO | BIO-RAD LABORATORIES INC | 8.7 | +17% | +16% | UP+ | 0 | on board - EARLY | | MTD | METTLER TOLEDO INTERNATIONAL INC | 27.9 | +8% | +1% | UP | 0 | |
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| 10 | ▸ Services-Prepackaged Software | +19.4% | 55% | 69 | 12 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| DDOG | DATADOG INC | 95.6 | +103% | +73% | UP+ | 0 | | | OKTA | OKTA INC | 24.4 | +91% | +38% | UP+ | 1 | | | CRWD | CROWDSTRIKE HOLDINGS INC | 188.7 | +66% | +64% | UP+ | 0 | | | QLYS | QUALYS INC | 5.0 | +63% | +0% | UP | 0 | | | RPD | RAPID7 INC | 0.6 | +61% | -64% | DN- | 0 | | | PD | PAGERDUTY INC | 0.8 | +56% | -41% | UP | 0 | | | TENB | TENABLE HOLDINGS INC | 3.6 | +56% | +12% | UP | 1 | on board - CFO1ST | | GTLB | GITLAB INC | 5.7 | +52% | -35% | UP | 1 | | | NTNX | NUTANIX INC | 16.0 | +45% | -33% | UP | 0 | on board - BLOW | | PRGS | PROGRESS SOFTWARE CORP | 1.7 | +45% | -32% | UP | 0 | on board - BLOW | | TEAM | ATLASSIAN CORP | 24.9 | +43% | -61% | DN- | 0 | | | INTA | INTAPP INC | 2.5 | +43% | -38% | UP | 0 | | | GEN | GEN DIGITAL INC | 16.4 | +42% | -16% | UP | 0 | | | MANH | MANHATTAN ASSOCIATES INC | 11.3 | +38% | -38% | UP | 0 | | | ESTC | ELASTIC NV | 6.7 | +38% | -36% | DN- | 0 | watchlist | | CCSI | CONSENSUS CLOUD SOLUTIONS INC | 0.7 | +38% | +79% | UP+ | 0 | | | FRSH | FRESHWORKS INC | 3.1 | +38% | -27% | UP | 0 | on board - EARLY | | ACIW | ACI WORLDWIDE INC | 5.9 | +33% | +15% | UP | 0 | on board - MOM | | DBX | DROPBOX INC | 7.5 | +32% | -2% | UP | 0 | | | AVPT | AVEPOINT INC | 2.7 | +31% | -40% | UP | 0 | |
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| 11 | ▸ Petroleum Refining | +18.4% | 100% | 9 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PBF | PBF ENERGY INC | 8.7 | +70% | +85% | UP+ | 0 | on board - MOM | | DINO | HF SINCLAIR CORP | 16.4 | +38% | +60% | UP+ | 2 | on board - MOM+RIDER | | MPC | MARATHON PETROLEUM CORP | 91.7 | +27% | +49% | UP+ | 0 | | | VLO | VALERO ENERGY CORP | 89.7 | +24% | +85% | UP+ | 0 | | | PSX | PHILLIPS 66 | 84.4 | +18% | +36% | UP+ | 0 | | | CVI | CVR ENERGY INC | 3.8 | +15% | -4% | UP+ | 0 | on board - EARLY | | SUN | SUNOCO LP | 15.6 | +11% | +31% | UP+ | 0 | on board - MOM+EARLY | | XOM | EXXON MOBIL CORP | 650.6 | +2% | +25% | UP+ | 0 | | | COP | CONOCOPHILLIPS | 145.0 | -5% | +10% | UP+ | 0 | |
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| 12 | ▸ Insurance Agents Brokers & Service | +17.9% | 77% | 13 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| TWFG | TWFG INC | 1.5 | +45% | -20% | UP | 1 | | | GSHD | GOOSEHEAD INSURANCE INC | 2.3 | +43% | -44% | UP | 3 | on board - CFO1ST | | WTW | WILLIS TOWERS WATSON PLC | 31.7 | +32% | -12% | UP | 2 | on board - CFO1ST | | RYAN | RYAN SPECIALTY HOLDINGS INC | 11.6 | +27% | -36% | UP | 3 | on board - INSIDER+CFO1ST | | AJG | ARTHUR J GALLAGHER & CO | 65.9 | +25% | -19% | UP | 0 | | | BRO | BROWN & BROWN INC | 23.7 | +18% | -30% | UP | 1 | | | AON | AON PLC | 77.8 | +18% | -5% | UP | 0 | | | MRSH | MARSH & MCLENNAN COMPANIES INC | 91.4 | +15% | -17% | UP | 0 | | | HGTY | HAGERTY INC | 4.0 | +13% | +16% | DN- | 0 | | | ACT | ENACT HOLDINGS INC | 6.6 | +12% | +32% | UP+ | 0 | | | ERIE | ERIE INDEMNITY CO | 10.8 | +7% | -32% | DN- | 1 | watchlist | | CRVL | CORVEL CORP | 3.0 | +4% | -29% | DN- | 0 | | | CRD.A | CRAWFORD & CO | 0.5 | +2% | +16% | UP+ | 0 | |
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