| 1 | ▸ Computer Storage Devices | +48.7% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SNDK | SANDISK CORP | 235.4 | +76% | +5078% | UP+ | 0 | on board - CLONE+CLONE2 | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 200.0 | +59% | +623% | UP+ | 0 | on board - CLONE | | NTAP | NETAPP INC | 32.5 | +49% | +49% | UP+ | 0 | | | WDC | WESTERN DIGITAL CORP | 189.0 | +43% | +1000% | UP+ | 0 | | | P | EVERPURE INC | 24.7 | +7% | +28% | DN | 0 | |
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| 2 | ▸ Services-Help Supply Services | +45.4% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| KFRC | KFORCE INC | 1.0 | +75% | +11% | UP+ | 0 | on board - MOM+BLOW | | AMN | AMN HEALTHCARE SERVICES INC | 1.3 | +64% | +56% | UP+ | 0 | on board - MOM+BLOW+RIDER | | RHI | ROBERT HALF INC | 4.2 | +45% | -18% | UP | 0 | | | BBSI | BARRETT BUSINESS SERVICES INC | 1.0 | +32% | -24% | UP | 0 | | | EFOR | EVERFORTH INC | 0.8 | -55% | -61% | DN- | 5 | watchlist |
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| 3 | ▸ Petroleum Refining | +34.8% | 100% | 8 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PBF | PBF ENERGY INC | 7.8 | +63% | +58% | UP+ | 0 | on board - MOM | | DINO | HF SINCLAIR CORP | 16.5 | +55% | +52% | UP+ | 2 | on board - MOM+RIDER | | MPC | MARATHON PETROLEUM CORP | 93.3 | +46% | +42% | UP+ | 0 | | | VLO | VALERO ENERGY CORP | 93.5 | +36% | +66% | UP+ | 0 | | | PSX | PHILLIPS 66 | 85.1 | +34% | +36% | UP+ | 0 | | | SUN | SUNOCO LP | 15.4 | +18% | +27% | UP+ | 0 | on board - MOM+EARLY | | XOM | EXXON MOBIL CORP | 628.8 | +3% | +32% | UP+ | 0 | | | COP | CONOCOPHILLIPS | 143.1 | -2% | +21% | UP+ | 0 | |
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| 4 | ▸ Computer Communications Equipment | +27.5% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 4.0 | +63% | +79% | UP+ | 0 | on board - MOM+BLOW | | ATEN | A10 NETWORKS INC | 2.6 | +32% | +80% | UP+ | 0 | on board - MOM+RIDER | | FFIV | F5 INC | 23.1 | +30% | +28% | UP+ | 0 | | | CSCO | CISCO SYSTEMS INC | 442.2 | +26% | +79% | UP+ | 0 | on board - CLONE | | DGII | DIGI INTERNATIONAL INC | 2.5 | +20% | +109% | UP+ | 0 | on board - MOM | | ANET | ARISTA NETWORKS INC | 219.8 | +1% | +52% | UP+ | 0 | |
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| 5 | ▸ Services-Commercial Physical & Biological Research | +22.0% | 100% | 5 | 0 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| NRC | NRC HEALTH | 0.5 | +26% | +34% | UP+ | 0 | | | EXEL | EXELIXIS INC | 14.1 | +22% | +17% | UP+ | 0 | | | INCY | INCYTE CORP | 23.5 | +22% | +45% | UP+ | 0 | | | IQV | IQVIA HOLDINGS INC | 33.7 | +15% | +4% | UP | 0 | | | MEDP | MEDPACE HOLDINGS INC | 15.2 | +3% | +48% | UP+ | 0 | |
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| 6 | ▸ Hospital & Medical Service Plans | +20.4% | 86% | 7 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HUM | HUMANA INC | 48.5 | +86% | +66% | UP+ | 0 | on board - CLONE+CLONE2 | | MOH | MOLINA HEALTHCARE INC | 11.8 | +50% | +7% | UP+ | 0 | on board - CLONE | | UNH | UNITEDHEALTH GROUP INC | 396.3 | +27% | +46% | UP+ | 0 | | | ELV | ELEVANCE HEALTH INC | 85.3 | +20% | +43% | UP+ | 0 | | | CI | CIGNA GROUP | 76.8 | +6% | -3% | UP | 0 | | | ALHC | ALIGNMENT HEALTHCARE INC | 4.4 | -0% | +76% | UP+ | 1 | | | TRUP | TRUPANION INC | 1.1 | -7% | -54% | DN- | 0 | |
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| 7 | ▸ Air Transportation Scheduled | +19.5% | 71% | 7 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AAL | AMERICAN AIRLINES GROUP INC | 10.1 | +30% | +28% | UP+ | 0 | | | UAL | UNITED AIRLINES HOLDINGS INC | 38.2 | +21% | +28% | UP+ | 0 | | | DAL | DELTA AIR LINES INC | 55.7 | +21% | +51% | UP+ | 0 | on board - CLONE | | LUV | SOUTHWEST AIRLINES CO | 23.8 | +19% | +34% | UP+ | 0 | | | ALGT | ALLEGIANT TRAVEL CO | 1.9 | +18% | +95% | UP+ | 0 | | | ALK | ALASKA AIR GROUP INC | 5.1 | +10% | -7% | DN- | 0 | | | SKYW | SKYWEST INC | 3.8 | +1% | -18% | DN- | 0 | |
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| 8 | ▸ Trucking (No Local) | +19.5% | 100% | 9 | 7 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CVLG | COVENANT LOGISTICS GROUP INC | 1.3 | +60% | +83% | UP+ | 0 | on board - MOM+RIDER | | ARCB | ARCBEST CORP | 3.6 | +36% | +85% | UP+ | 0 | on board - MOM+CLONE+RIDER | | SNDR | SCHNEIDER NATIONAL INC | 6.7 | +27% | +44% | UP+ | 0 | on board - MOM+RIDER | | LSTR | LANDSTAR SYSTEM INC | 7.3 | +20% | +56% | UP+ | 0 | on board - MOM+RIDER | | MRTN | MARTEN TRANSPORT LTD | 1.4 | +19% | +35% | UP+ | 0 | on board - MOM | | KNX | KNIGHT-SWIFT TRANSPORTATION HOLDIN | 12.5 | +19% | +68% | UP+ | 0 | on board - MOM+CLONE+RIDER | | JBHT | HUNT J B TRANSPORT SERVICES INC | 27.7 | +17% | +84% | UP+ | 0 | | | ODFL | OLD DOMINION FREIGHT LINE INC | 48.8 | +5% | +37% | UP+ | 0 | | | SAIA | SAIA INC | 11.6 | -2% | +51% | UP+ | 0 | on board - CLONE+RIDER |
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| 9 | ▸ Services-Miscellaneous Amusement & Recreation | +18.7% | 67% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| RSI | RUSH STREET INTERACTIVE INC | 7.8 | +45% | +100% | UP+ | 0 | on board - MOM+BLOW | | PRKS | UNITED PARKS & RESORTS INC | 2.2 | +30% | -3% | UP | 0 | | | MSGE | MADISON SQUARE GARDEN ENTERTAINMEN | 3.6 | +24% | +82% | UP+ | 0 | on board - MOM+RIDER | | MTN | VAIL RESORTS INC | 5.3 | +13% | -5% | UP | 0 | | | DKNG | DRAFTKINGS INC | 11.8 | +4% | -40% | DN- | 0 | watchlist | | DIS | WALT DISNEY CO | 166.9 | -7% | -14% | DN- | 0 | |
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| 10 | ▸ Life Insurance | +18.2% | 100% | 10 | 5 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| VOYA | VOYA FINANCIAL INC | 8.9 | +32% | +28% | UP+ | 0 | on board - MOM | | PRU | PRUDENTIAL FINANCIAL INC | 41.2 | +25% | +9% | UP+ | 0 | | | GL | GLOBE LIFE INC | 14.3 | +22% | +41% | UP+ | 0 | on board - MOM+CLONE+RIDER | | MET | METLIFE INC | 60.1 | +21% | +14% | UP+ | 0 | | | CRBG | COREBRIDGE FINANCIAL INC | 14.4 | +21% | -14% | UP | 0 | on board - EARLY | | LNC | LINCOLN NATIONAL CORP | 8.0 | +15% | +11% | UP | 0 | on board - EARLY | | GNW | GENWORTH FINANCIAL INC | 3.9 | +15% | +20% | UP+ | 0 | | | RGA | REINSURANCE GROUP OF AMERICA INC | 15.7 | +14% | +10% | UP+ | 0 | | | FG | F&G ANNUITIES & LIFE INC | 4.0 | +12% | -8% | UP | 0 | on board - EARLY | | PRI | PRIMERICA INC | 9.7 | +11% | +7% | UP+ | 0 | |
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| 11 | ▸ Wholesale-Computers & Peripheral Equipment & Softwar | +15.3% | 100% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HPE | HEWLETT PACKARD ENTERPRISE CO | 61.9 | +63% | +129% | UP+ | 0 | | | SCSC | SCANSOURCE INC | 1.1 | +37% | +22% | UP+ | 0 | on board - MOM | | SNX | TD SYNNEX CORP | 19.9 | +16% | +100% | UP+ | 0 | on board - MOM | | CLMB | CLIMB GLOBAL SOLUTIONS INC | 0.5 | +15% | -10% | UP | 0 | | | PLUS | EPLUS INC | 2.3 | +4% | +21% | UP+ | 0 | | | INGM | INGRAM MICRO HOLDING CORP | 6.8 | -4% | +39% | UP+ | 0 | |
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| 12 | ▸ Arrangement Of Transportation Of Freight & Cargo | +14.4% | 100% | 5 | 0 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXPD | EXPEDITORS INTERNATIONAL OF WASHIN | 23.4 | +19% | +46% | UP+ | 0 | | | HUBG | HUB GROUP INC | 3.1 | +17% | +33% | UP+ | 0 | | | CHRW | C H ROBINSON WORLDWIDE INC | 24.7 | +14% | +93% | UP+ | 0 | | | BCO | BRINKS CO | 5.1 | +11% | +6% | UP+ | 0 | | | RLGT | RADIANT LOGISTICS INC | 0.4 | +8% | +52% | UP+ | 0 | |
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