| 1 | ▸ Services-Commercial Physical & Biological Research | +33.7% | 100% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| IQV | IQVIA HOLDINGS INC | 40.5 | +53% | -4% | UP | 0 | | | MEDP | MEDPACE HOLDINGS INC | 15.9 | +39% | +18% | UP+ | 0 | on board - BLOW | | NRC | NRC HEALTH | 0.5 | +34% | +55% | UP+ | 0 | | | INCY | INCYTE CORP | 26.0 | +33% | +62% | UP+ | 0 | | | EXEL | EXELIXIS INC | 14.2 | +26% | +20% | UP+ | 0 | on board - MOM |
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| 2 | ▸ Air Transportation Scheduled | +32.1% | 100% | 6 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SKYW | SKYWEST INC | 4.4 | +37% | -12% | UP | 0 | | | UAL | UNITED AIRLINES HOLDINGS INC | 40.2 | +37% | +49% | UP+ | 0 | | | DAL | DELTA AIR LINES INC | 58.8 | +34% | +71% | UP+ | 0 | on board - CLONE | | ALGT | ALLEGIANT TRAVEL CO | 1.9 | +31% | +129% | UP+ | 0 | | | LUV | SOUTHWEST AIRLINES CO | 22.7 | +22% | +59% | UP+ | 0 | | | ALK | ALASKA AIR GROUP INC | 5.4 | +22% | +3% | UP | 0 | |
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| 3 | ▸ Services-Help Supply Services | +30.7% | 80% | 5 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AMN | AMN HEALTHCARE SERVICES INC | 1.3 | +66% | +65% | UP+ | 0 | on board - MOM+BLOW+RIDER | | RHI | ROBERT HALF INC | 4.0 | +47% | -11% | UP | 0 | | | BBSI | BARRETT BUSINESS SERVICES INC | 1.0 | +31% | -20% | UP | 0 | on board - INSIDER | | KFRC | KFORCE INC | 1.0 | +29% | +12% | UP+ | 0 | on board - MOM | | EFOR | EVERFORTH INC | 1.0 | +5% | -64% | DN- | 5 | watchlist |
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| 4 | ▸ Computer Communications Equipment | +27.6% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 3.9 | +76% | +78% | UP+ | 0 | on board - MOM+BLOW | | CSCO | CISCO SYSTEMS INC | 455.6 | +34% | +68% | UP+ | 0 | on board - CLONE | | FFIV | F5 INC | 22.8 | +33% | +32% | UP+ | 0 | | | DGII | DIGI INTERNATIONAL INC | 2.5 | +22% | +110% | UP+ | 0 | on board - MOM | | ATEN | A10 NETWORKS INC | 2.3 | +12% | +91% | UP+ | 0 | on board - MOM+RIDER | | ANET | ARISTA NETWORKS INC | 213.7 | +3% | +38% | UP+ | 0 | |
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| 5 | ▸ Biological Products (No Disgnostic Substances) | +27.2% | 100% | 8 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| NBIX | NEUROCRINE BIOSCIENCES INC | 18.4 | +43% | +28% | UP+ | 0 | on board - MOM | | KRYS | KRYSTAL BIOTECH INC | 10.7 | +35% | +152% | UP+ | 0 | on board - MOM | | TECH | BIO-TECHNE CORP | 11.3 | +35% | +22% | UP+ | 0 | | | HALO | HALOZYME THERAPEUTICS INC | 9.9 | +31% | +29% | UP+ | 0 | on board - MOM | | RGEN | REPLIGEN CORP | 8.2 | +24% | +21% | UP+ | 0 | on board - CLONE | | AMGN | AMGEN INC | 212.2 | +17% | +20% | UP+ | 0 | | | BIIB | BIOGEN INC | 30.4 | +12% | +64% | UP+ | 0 | | | GILD | GILEAD SCIENCES INC | 166.8 | +5% | +13% | UP+ | 0 | |
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| 6 | ▸ Petroleum Refining | +25.3% | 100% | 8 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PBF | PBF ENERGY INC | 7.2 | +48% | +85% | UP+ | 0 | on board - MOM | | DINO | HF SINCLAIR CORP | 16.1 | +43% | +64% | UP+ | 2 | on board - MOM+RIDER | | MPC | MARATHON PETROLEUM CORP | 89.3 | +32% | +51% | UP+ | 0 | | | PSX | PHILLIPS 66 | 82.5 | +26% | +42% | UP+ | 0 | | | VLO | VALERO ENERGY CORP | 88.7 | +25% | +87% | UP+ | 0 | | | SUN | SUNOCO LP | 15.7 | +16% | +33% | UP+ | 0 | on board - MOM+EARLY | | XOM | EXXON MOBIL CORP | 634.3 | +2% | +28% | UP+ | 0 | | | COP | CONOCOPHILLIPS | 139.0 | -8% | +15% | UP+ | 0 | |
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| 7 | ▸ Laboratory Analytical Instruments | +22.6% | 100% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ILMN | ILLUMINA INC | 29.2 | +52% | +62% | UP+ | 0 | | | RVTY | REVVITY INC | 12.4 | +31% | +9% | UP+ | 0 | | | A | AGILENT TECHNOLOGIES INC | 39.7 | +23% | +14% | UP+ | 0 | | | BIO | BIO-RAD LABORATORIES INC | 8.9 | +18% | +14% | UP+ | 0 | on board - EARLY | | MTD | METTLER TOLEDO INTERNATIONAL INC | 28.1 | +10% | -0% | UP | 0 | |
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| 8 | ▸ Services-Miscellaneous Amusement & Recreation | +22.5% | 67% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PRKS | UNITED PARKS & RESORTS INC | 2.2 | +37% | -8% | UP | 0 | | | RSI | RUSH STREET INTERACTIVE INC | 7.1 | +28% | +107% | UP+ | 0 | on board - MOM | | MTN | VAIL RESORTS INC | 5.6 | +26% | -8% | UP | 0 | | | MSGE | MADISON SQUARE GARDEN ENTERTAINMEN | 3.7 | +19% | +102% | UP+ | 0 | on board - MOM | | DKNG | DRAFTKINGS INC | 12.2 | +5% | -43% | DN- | 0 | watchlist | | DIS | WALT DISNEY CO | 171.7 | -2% | -18% | DN- | 0 | |
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| 9 | ▸ Wholesale-Computers & Peripheral Equipment & Softwar | +22.0% | 100% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HPE | HEWLETT PACKARD ENTERPRISE CO | 60.4 | +64% | +115% | UP+ | 0 | | | SCSC | SCANSOURCE INC | 1.2 | +41% | +24% | UP+ | 0 | on board - MOM | | CLMB | CLIMB GLOBAL SOLUTIONS INC | 0.5 | +33% | -10% | UP | 0 | | | PLUS | EPLUS INC | 2.4 | +11% | +20% | UP+ | 0 | | | SNX | TD SYNNEX CORP | 19.8 | +11% | +83% | UP+ | 0 | on board - MOM+RIDER | | INGM | INGRAM MICRO HOLDING CORP | 7.0 | +2% | +31% | UP+ | 0 | |
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| 10 | ▸ Surgical & Medical Instruments & Apparatus | +21.6% | 68% | 22 | 6 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| LQDA | LIQUIDIA CORP | 7.7 | +131% | +299% | UP+ | 1 | on board - MOM | | ATRC | ATRICURE INC | 2.0 | +40% | -4% | UP | 0 | on board - EARLY | | HAE | HAEMONETICS CORP | 3.8 | +38% | +3% | UP+ | 0 | | | ICUI | ICU MEDICAL INC | 4.1 | +37% | +14% | UP+ | 0 | on board - EARLY | | NVCR | NOVOCURE LTD | 1.9 | +35% | +28% | UP+ | 0 | on board - BLOW | | BVS | BIOVENTUS INC | 1.1 | +33% | +49% | UP+ | 0 | on board - MOM+RIDER | | UFPT | UFP TECHNOLOGIES INC | 2.0 | +32% | +7% | UP+ | 0 | | | MDXG | MIMEDX GROUP INC | 0.6 | +28% | -42% | DN- | 0 | | | SOLV | SOLVENTUM CORP | 14.9 | +28% | +6% | UP+ | 0 | | | DXCM | DEXCOM INC | 28.9 | +26% | -21% | UP | 0 | | | MMM | 3M CO | 94.1 | +26% | +10% | UP+ | 0 | | | TCMD | TACTILE SYSTEMS TECHNOLOGY INC | 0.6 | +18% | +187% | UP+ | 0 | | | MMSI | MERIT MEDICAL SYSTEMS INC | 4.7 | +17% | -15% | UP | 3 | on board - CFO1ST | | BDX | BECTON DICKINSON & CO | 45.8 | +12% | -14% | DN- | 0 | | | SYK | STRYKER CORP | 132.9 | +8% | -17% | UP | 0 | | | PEN | PENUMBRA INC | 12.6 | -2% | +36% | UP+ | 0 | | | RMD | RESMED INC | 30.3 | -3% | -26% | DN- | 0 | | | INSP | INSPIRE MEDICAL SYSTEMS INC | 1.5 | -6% | -65% | DN- | 0 | | | PODD | INSULET CORP | 11.6 | -8% | -45% | DN- | 2 | | | LMAT | LEMAITRE VASCULAR INC | 2.3 | -9% | +17% | UP+ | 0 | |
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| 11 | ▸ Services-Prepackaged Software | +21.0% | 55% | 69 | 11 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| DDOG | DATADOG INC | 89.3 | +91% | +60% | UP+ | 0 | | | OKTA | OKTA INC | 23.7 | +79% | +23% | UP+ | 1 | | | RPD | RAPID7 INC | 0.6 | +65% | -66% | DN- | 0 | | | CRWD | CROWDSTRIKE HOLDINGS INC | 185.1 | +60% | +50% | UP+ | 0 | | | QLYS | QUALYS INC | 4.8 | +58% | -10% | UP | 0 | | | TENB | TENABLE HOLDINGS INC | 3.5 | +53% | -9% | UP | 1 | on board - CFO1ST | | PD | PAGERDUTY INC | 0.8 | +53% | -42% | UP | 0 | | | GTLB | GITLAB INC | 5.6 | +47% | -39% | UP | 1 | | | PRGS | PROGRESS SOFTWARE CORP | 1.7 | +45% | -35% | UP | 0 | on board - BLOW | | GEN | GEN DIGITAL INC | 16.6 | +44% | -19% | UP | 0 | | | TEAM | ATLASSIAN CORP | 25.4 | +43% | -61% | DN- | 0 | | | NTNX | NUTANIX INC | 16.0 | +43% | -33% | UP | 0 | on board - BLOW | | CCSI | CONSENSUS CLOUD SOLUTIONS INC | 0.7 | +38% | +75% | UP+ | 0 | | | TWLO | TWILIO INC | 29.5 | +37% | +46% | UP+ | 0 | on board - CLONE | | ACIW | ACI WORLDWIDE INC | 6.1 | +36% | +10% | UP | 0 | on board - MOM | | PCTY | PAYLOCITY HOLDING CORP | 7.4 | +36% | -43% | UP | 0 | | | FRSH | FRESHWORKS INC | 3.1 | +35% | -31% | UP | 0 | on board - EARLY | | INTA | INTAPP INC | 2.4 | +35% | -40% | DN- | 0 | | | DBX | DROPBOX INC | 7.5 | +34% | -4% | UP | 0 | | | DUOL | DUOLINGO INC | 6.6 | +32% | -67% | DN- | 0 | |
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| 12 | ▸ Services-Computer Processing & Data Preparation | +20.5% | 52% | 23 | 5 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| FIVN | FIVE9 INC | 2.1 | +62% | -26% | UP | 0 | on board - BLOW | | RNG | RINGCENTRAL INC | 4.8 | +44% | +40% | UP+ | 0 | on board - MOM+BLOW+CLONE | | YEXT | YEXT INC | 0.6 | +43% | -48% | DN- | 1 | | | INOD | INNODATA INC | 1.9 | +37% | +50% | DN | 0 | watchlist | | OOMA | OOMA INC | 0.6 | +36% | +55% | UP+ | 0 | | | GDRX | GOODRX HOLDINGS INC | 1.1 | +34% | -44% | UP | 0 | | | ADP | AUTOMATIC DATA PROCESSING INC | 105.6 | +34% | -26% | UP | 1 | | | WDAY | WORKDAY INC | 39.4 | +32% | -49% | DN- | 0 | | | IBEX | IBEX LTD | 0.5 | +27% | +1% | UP | 0 | | | LZ | LEGALZOOMCOM INC | 1.4 | +23% | -33% | UP | 1 | on board - CFO1ST | | RDDT | REDDIT INC | 34.4 | +21% | +12% | DN- | 0 | | | VRSK | VERISK ANALYTICS INC | 27.8 | +20% | -38% | UP | 0 | | | CARS | CARSCOM INC | 0.7 | +13% | -20% | UP | 0 | | | TOST | TOAST INC | 18.8 | +12% | -44% | UP | 0 | | | EVTC | EVERTEC INC | 1.9 | +5% | -17% | UP | 5 | on board - INSIDER | | KD | KYNDRYL HOLDINGS INC | 2.9 | -1% | -71% | DN- | 0 | | | CARG | CARGURUS INC | 3.3 | -1% | -1% | UP | 0 | on board - EARLY | | TASK | TASKUS INC | 0.6 | -2% | -57% | DN- | 0 | | | UPWK | UPWORK INC | 1.2 | -5% | -36% | DN- | 0 | | | DXC | DXC TECHNOLOGY CO | 1.8 | -6% | -38% | DN- | 1 | watchlist |
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