| 1 | ▸ Computer Storage Devices | +50.5% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SNDK | SANDISK CORP | 236.8 | +63% | +5364% | UP+ | 0 | on board - CLONE+CLONE2 | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 203.6 | +57% | +637% | UP+ | 0 | on board - CLONE | | NTAP | NETAPP INC | 32.6 | +50% | +49% | UP+ | 0 | | | WDC | WESTERN DIGITAL CORP | 191.9 | +43% | +969% | UP+ | 0 | | | P | EVERPURE INC | 24.8 | +8% | +35% | DN | 0 | |
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| 2 | ▸ Services-Help Supply Services | +41.1% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| KFRC | KFORCE INC | 1.0 | +70% | +8% | UP+ | 0 | on board - MOM+BLOW | | AMN | AMN HEALTHCARE SERVICES INC | 1.3 | +64% | +63% | UP+ | 0 | on board - MOM+BLOW+RIDER | | RHI | ROBERT HALF INC | 4.2 | +41% | -24% | UP | 0 | | | BBSI | BARRETT BUSINESS SERVICES INC | 1.0 | +31% | -25% | UP | 0 | | | EFOR | EVERFORTH INC | 0.8 | -50% | -63% | DN- | 5 | watchlist |
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| 3 | ▸ Petroleum Refining | +32.9% | 100% | 8 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PBF | PBF ENERGY INC | 7.6 | +60% | +65% | UP+ | 0 | on board - MOM | | DINO | HF SINCLAIR CORP | 16.4 | +54% | +54% | UP+ | 2 | on board - MOM+RIDER | | MPC | MARATHON PETROLEUM CORP | 92.2 | +43% | +44% | UP+ | 0 | | | VLO | VALERO ENERGY CORP | 92.3 | +33% | +71% | UP+ | 0 | | | PSX | PHILLIPS 66 | 84.8 | +33% | +38% | UP+ | 0 | | | SUN | SUNOCO LP | 15.6 | +17% | +28% | UP+ | 0 | on board - MOM+EARLY | | XOM | EXXON MOBIL CORP | 640.2 | +4% | +32% | UP+ | 0 | | | COP | CONOCOPHILLIPS | 144.7 | -2% | +25% | UP+ | 0 | |
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| 4 | ▸ Computer Communications Equipment | +27.1% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 4.0 | +72% | +81% | UP+ | 0 | on board - MOM+BLOW | | ATEN | A10 NETWORKS INC | 2.6 | +29% | +82% | UP+ | 0 | on board - MOM+RIDER | | FFIV | F5 INC | 22.6 | +29% | +30% | UP+ | 0 | | | CSCO | CISCO SYSTEMS INC | 442.3 | +25% | +81% | UP+ | 0 | on board - CLONE | | DGII | DIGI INTERNATIONAL INC | 2.5 | +18% | +107% | UP+ | 0 | on board - MOM | | ANET | ARISTA NETWORKS INC | 220.2 | -2% | +56% | UP+ | 0 | |
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| 5 | ▸ Air Transportation Scheduled | +21.9% | 71% | 7 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AAL | AMERICAN AIRLINES GROUP INC | 9.8 | +29% | +31% | UP+ | 0 | | | UAL | UNITED AIRLINES HOLDINGS INC | 38.1 | +28% | +29% | UP+ | 0 | | | DAL | DELTA AIR LINES INC | 54.9 | +23% | +55% | UP+ | 0 | on board - CLONE | | ALGT | ALLEGIANT TRAVEL CO | 1.8 | +22% | +99% | UP+ | 0 | | | LUV | SOUTHWEST AIRLINES CO | 23.3 | +22% | +34% | UP+ | 0 | | | ALK | ALASKA AIR GROUP INC | 4.9 | +9% | -7% | DN- | 0 | | | SKYW | SKYWEST INC | 3.8 | +4% | -17% | DN- | 0 | |
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| 6 | ▸ Services-Miscellaneous Amusement & Recreation | +19.5% | 67% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| RSI | RUSH STREET INTERACTIVE INC | 7.3 | +35% | +110% | UP+ | 0 | on board - MOM+BLOW | | MSGE | MADISON SQUARE GARDEN ENTERTAINMEN | 3.7 | +27% | +88% | UP+ | 0 | on board - MOM+RIDER | | PRKS | UNITED PARKS & RESORTS INC | 2.1 | +26% | -5% | UP | 0 | | | MTN | VAIL RESORTS INC | 5.2 | +13% | -7% | UP | 0 | | | DKNG | DRAFTKINGS INC | 11.3 | +2% | -42% | DN- | 0 | watchlist | | DIS | WALT DISNEY CO | 166.5 | -8% | -15% | DN- | 0 | |
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| 7 | ▸ Hospital & Medical Service Plans | +19.1% | 86% | 7 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HUM | HUMANA INC | 47.7 | +83% | +63% | UP+ | 0 | on board - CLONE+CLONE2 | | MOH | MOLINA HEALTHCARE INC | 11.6 | +45% | +12% | UP+ | 0 | on board - CLONE | | UNH | UNITEDHEALTH GROUP INC | 391.7 | +23% | +48% | UP+ | 0 | | | ELV | ELEVANCE HEALTH INC | 84.4 | +19% | +46% | UP+ | 0 | | | CI | CIGNA GROUP | 75.4 | +4% | -2% | UP | 0 | | | ALHC | ALIGNMENT HEALTHCARE INC | 4.3 | -1% | +70% | UP+ | 1 | | | TRUP | TRUPANION INC | 1.1 | -11% | -53% | DN- | 0 | |
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| 8 | ▸ Trucking (No Local) | +18.7% | 100% | 9 | 7 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CVLG | COVENANT LOGISTICS GROUP INC | 1.2 | +58% | +86% | UP+ | 0 | on board - MOM+RIDER | | ARCB | ARCBEST CORP | 3.5 | +35% | +87% | UP+ | 0 | on board - MOM+CLONE+RIDER | | SNDR | SCHNEIDER NATIONAL INC | 6.7 | +29% | +43% | UP+ | 0 | on board - MOM+RIDER | | KNX | KNIGHT-SWIFT TRANSPORTATION HOLDIN | 12.4 | +19% | +72% | UP+ | 0 | on board - MOM+CLONE+RIDER | | LSTR | LANDSTAR SYSTEM INC | 7.1 | +19% | +58% | UP+ | 0 | on board - MOM+RIDER | | JBHT | HUNT J B TRANSPORT SERVICES INC | 27.6 | +19% | +87% | UP+ | 0 | | | MRTN | MARTEN TRANSPORT LTD | 1.4 | +18% | +34% | UP+ | 0 | on board - MOM | | ODFL | OLD DOMINION FREIGHT LINE INC | 48.4 | +6% | +35% | UP+ | 0 | | | SAIA | SAIA INC | 11.4 | -1% | +52% | UP+ | 0 | on board - CLONE+RIDER |
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| 9 | ▸ Services-Commercial Physical & Biological Research | +17.4% | 100% | 5 | 0 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| NRC | NRC HEALTH | 0.5 | +24% | +42% | UP+ | 0 | | | INCY | INCYTE CORP | 23.1 | +20% | +54% | UP+ | 0 | | | EXEL | EXELIXIS INC | 13.8 | +17% | +16% | UP+ | 0 | | | IQV | IQVIA HOLDINGS INC | 33.1 | +13% | +6% | UP | 0 | | | MEDP | MEDPACE HOLDINGS INC | 15.1 | +4% | +48% | UP+ | 0 | |
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| 10 | ▸ Life Insurance | +17.3% | 100% | 10 | 5 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| VOYA | VOYA FINANCIAL INC | 8.9 | +31% | +34% | UP+ | 0 | on board - MOM | | PRU | PRUDENTIAL FINANCIAL INC | 41.2 | +27% | +12% | UP+ | 0 | | | MET | METLIFE INC | 60.0 | +22% | +18% | UP+ | 0 | | | GL | GLOBE LIFE INC | 14.3 | +22% | +44% | UP+ | 0 | on board - MOM+CLONE+RIDER | | CRBG | COREBRIDGE FINANCIAL INC | 14.5 | +20% | -13% | UP | 0 | on board - EARLY | | LNC | LINCOLN NATIONAL CORP | 8.0 | +15% | +14% | UP | 0 | on board - EARLY | | RGA | REINSURANCE GROUP OF AMERICA INC | 15.4 | +14% | +11% | UP+ | 0 | | | GNW | GENWORTH FINANCIAL INC | 3.8 | +14% | +21% | UP+ | 0 | | | PRI | PRIMERICA INC | 9.8 | +11% | +8% | UP+ | 0 | | | FG | F&G ANNUITIES & LIFE INC | 4.0 | +11% | -8% | UP | 0 | on board - EARLY |
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| 11 | ▸ Miscellaneous Fabricated Metal Products | +15.0% | 83% | 6 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CR | CRANE CO | 12.7 | +23% | +16% | UP+ | 0 | | | HLIO | HELIOS TECHNOLOGIES INC | 2.7 | +20% | +159% | UP+ | 0 | on board - BLOW | | CXT | CRANE NXT CO | 3.0 | +16% | -19% | UP | 2 | on board - INSIDER+CFO1ST+CLONE | | WTS | WATTS WATER TECHNOLOGIES INC | 11.4 | +14% | +42% | UP+ | 0 | on board - RIDER | | PH | PARKER-HANNIFIN CORP | 122.4 | +2% | +36% | UP+ | 0 | | | MWA | MUELLER WATER PRODUCTS INC | 3.9 | -10% | +6% | DN | 0 | |
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| 12 | ▸ Arrangement Of Transportation Of Freight & Cargo | +14.1% | 100% | 5 | 0 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXPD | EXPEDITORS INTERNATIONAL OF WASHIN | 23.2 | +20% | +46% | UP+ | 0 | | | HUBG | HUB GROUP INC | 3.1 | +16% | +31% | UP+ | 0 | | | CHRW | C H ROBINSON WORLDWIDE INC | 24.4 | +14% | +96% | UP+ | 0 | | | BCO | BRINKS CO | 5.1 | +11% | +6% | UP+ | 0 | | | RLGT | RADIANT LOGISTICS INC | 0.4 | +10% | +53% | UP+ | 0 | |
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