| 1 | ▸ Computer Storage Devices | +77.9% | 100% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SNDK | SANDISK CORP | 275.2 | +118% | +3456% | UP+ | 0 | on board - CLONE+CLONE2 | | NTAP | NETAPP INC | 33.6 | +80% | +62% | UP+ | 0 | | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 199.6 | +78% | +511% | UP+ | 0 | on board - CLONE | | WDC | WESTERN DIGITAL CORP | 199.2 | +71% | +725% | UP+ | 0 | | | P | EVERPURE INC | 26.9 | +35% | +29% | UP+ | 0 | |
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| 2 | ▸ Computer Communications Equipment | +44.4% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 4.3 | +86% | +61% | UP+ | 0 | on board - MOM+BLOW | | ATEN | A10 NETWORKS INC | 2.7 | +55% | +61% | UP+ | 0 | on board - MOM+RIDER | | FFIV | F5 INC | 24.3 | +46% | +31% | UP+ | 0 | | | CSCO | CISCO SYSTEMS INC | 466.3 | +43% | +84% | UP+ | 0 | on board - CLONE | | DGII | DIGI INTERNATIONAL INC | 2.7 | +33% | +90% | UP+ | 0 | on board - MOM+RIDER | | ANET | ARISTA NETWORKS INC | 232.6 | +26% | +51% | UP+ | 0 | |
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| 3 | ▸ Services-Help Supply Services | +34.8% | 80% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| KFRC | KFORCE INC | 0.9 | +78% | +14% | UP+ | 0 | | | AMN | AMN HEALTHCARE SERVICES INC | 1.2 | +71% | +41% | UP+ | 0 | on board - MOM+EARLY+BLOW+RIDER | | RHI | ROBERT HALF INC | 3.3 | +35% | -21% | UP | 0 | | | BBSI | BARRETT BUSINESS SERVICES INC | 0.9 | +30% | -21% | UP | 0 | | | EFOR | EVERFORTH INC | 0.8 | -50% | -61% | DN- | 5 | watchlist |
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| 4 | ▸ Special Industry Machinery Nec | +34.3% | 67% | 6 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ACMR | ACM RESEARCH INC | 7.0 | +126% | +182% | UP+ | 0 | on board - MOM | | VECO | VEECO INSTRUMENTS INC | 3.5 | +47% | +186% | UP+ | 0 | on board - BLOW | | LRCX | LAM RESEARCH CORP | 441.7 | +37% | +227% | UP+ | 0 | on board - CLONE | | ACLS | AXCELIS TECHNOLOGIES INC | 4.4 | +32% | +109% | UP+ | 0 | | | CRCT | CRICUT INC | 0.9 | +8% | -29% | DN- | 0 | | | ERII | ENERGY RECOVERY INC | 0.5 | -19% | -39% | DN- | 1 | |
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| 5 | ▸ Hospital & Medical Service Plans | +33.2% | 86% | 7 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HUM | HUMANA INC | 47.8 | +102% | +52% | UP+ | 0 | on board - CLONE+CLONE2 | | MOH | MOLINA HEALTHCARE INC | 12.1 | +60% | -14% | UP | 0 | on board - CLONE | | UNH | UNITEDHEALTH GROUP INC | 392.0 | +41% | +35% | UP+ | 0 | | | ELV | ELEVANCE HEALTH INC | 91.3 | +33% | +22% | UP+ | 0 | | | CI | CIGNA GROUP | 77.2 | +5% | -5% | UP | 0 | | | TRUP | TRUPANION INC | 1.1 | +0% | -58% | DN- | 0 | | | ALHC | ALIGNMENT HEALTHCARE INC | 4.3 | -2% | +12% | UP+ | 1 | on board - EARLY |
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| 6 | ▸ Air Transportation Scheduled | +31.9% | 100% | 7 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AAL | AMERICAN AIRLINES GROUP INC | 11.3 | +50% | +17% | UP+ | 0 | on board - MOM | | UAL | UNITED AIRLINES HOLDINGS INC | 41.9 | +32% | +30% | UP+ | 0 | | | ALGT | ALLEGIANT TRAVEL CO | 2.1 | +32% | +51% | UP+ | 0 | on board - MOM | | DAL | DELTA AIR LINES INC | 58.5 | +32% | +57% | UP+ | 0 | on board - CLONE | | ALK | ALASKA AIR GROUP INC | 5.6 | +26% | -16% | UP | 0 | | | LUV | SOUTHWEST AIRLINES CO | 24.1 | +23% | +22% | UP+ | 0 | | | SKYW | SKYWEST INC | 4.0 | +5% | -22% | UP | 0 | |
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| 7 | ▸ Printed Circuit Boards | +29.2% | 88% | 8 | 5 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| FLEX | FLEX LTD | 51.3 | +87% | +194% | UP+ | 0 | | | SANM | SANMINA CORP | 11.4 | +50% | +146% | UP+ | 0 | on board - BLOW | | TTMI | TTM TECHNOLOGIES INC | 15.6 | +39% | +318% | UP+ | 0 | | | BHE | BENCHMARK ELECTRONICS INC | 3.1 | +37% | +118% | UP+ | 0 | on board - MOM+BLOW+CLONE | | PLXS | PLEXUS CORP | 7.2 | +21% | +107% | UP+ | 0 | on board - MOM | | CTS | CTS CORP | 1.7 | +14% | +51% | UP+ | 0 | on board - RIDER | | JBL | JABIL INC | 34.8 | +14% | +64% | UP+ | 0 | on board - CLONE | | KE | KIMBALL ELECTRONICS INC | 0.6 | -3% | +26% | DN | 0 | |
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| 8 | ▸ Services-Computer Programming Data Processing Etc. | +26.5% | 71% | 17 | 5 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| MGNI | MAGNITE INC | 3.0 | +80% | -38% | UP | 0 | | | TBLA | TABOOLACOM LTD | 1.5 | +67% | +23% | UP+ | 0 | on board - MOM+BLOW | | EVER | EVERQUOTE INC | 0.9 | +56% | -21% | UP | 0 | | | HSTM | HEALTHSTREAM INC | 0.8 | +41% | -6% | UP | 0 | | | APP | APPLOVIN CORP | 174.8 | +37% | +64% | DN | 0 | | | GRND | GRINDR INC | 2.8 | +33% | -50% | UP | 0 | on board - EARLY | | DSP | VIANT TECHNOLOGY INC | 0.9 | +30% | -12% | UP | 0 | | | SABR | SABRE CORP | 0.8 | +27% | -50% | UP | 0 | | | PINS | PINTEREST INC | 12.7 | +27% | -39% | DN- | 0 | watchlist | | DV | DOUBLEVERIFY HOLDINGS INC | 1.8 | +21% | -34% | UP | 0 | | | PPLI | PEOPLE INC | 3.5 | +16% | +8% | UP+ | 0 | on board - EARLY | | TRIP | TRIPADVISOR INC | 1.6 | +16% | -32% | UP | 0 | on board - CLONE | | FDS | FACTSET RESEARCH SYSTEMS INC | 8.6 | +14% | -44% | DN- | 0 | | | GOOGL | ALPHABET INC | 4348.3 | +13% | +109% | UP+ | 0 | on board - CLONE+CLONE2 | | ZM | ZOOM COMMUNICATIONS INC | 26.4 | +7% | +31% | UP+ | 0 | | | META | META PLATFORMS INC | 1603.0 | +1% | -19% | DN- | 0 | watchlist | | TTD | TRADE DESK INC | 9.3 | -4% | -74% | DN- | 0 | watchlist |
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| 9 | ▸ Semiconductors & Related Devices | +26.3% | 83% | 30 | 12 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ALAB | ASTERA LABS INC | 71.6 | +222% | +275% | UP+ | 0 | | | MU | MICRON TECHNOLOGY INC | 1120.0 | +135% | +664% | UP+ | 0 | on board - CLONE+CLONE2 | | AMD | ADVANCED MICRO DEVICES INC | 891.5 | +131% | +256% | UP+ | 0 | on board - CLONE | | MRVL | MARVELL TECHNOLOGY INC | 212.8 | +103% | +303% | UP+ | 0 | on board - CLONE | | AMAT | APPLIED MATERIALS INC | 467.4 | +48% | +154% | UP+ | 0 | | | KLIC | KULICKE & SOFFA INDUSTRIES INC | 5.8 | +45% | +182% | UP+ | 0 | on board - MOM+BLOW | | SHLS | SHOALS TECHNOLOGIES GROUP INC | 1.7 | +45% | +90% | UP+ | 0 | | | TXN | TEXAS INSTRUMENTS INC | 280.8 | +44% | +38% | UP+ | 0 | | | ENPH | ENPHASE ENERGY INC | 5.9 | +44% | +39% | UP+ | 1 | on board - CLONE | | ON | ON SEMICONDUCTOR CORP | 38.4 | +43% | +110% | UP+ | 0 | | | NXPI | NXP SEMICONDUCTORS NV | 73.4 | +42% | +31% | UP+ | 0 | | | LSCC | LATTICE SEMICONDUCTOR CORP | 19.1 | +31% | +166% | UP+ | 0 | on board - MOM | | AMKR | AMKOR TECHNOLOGY INC | 17.9 | +31% | +212% | UP+ | 0 | on board - MOM | | POWI | POWER INTEGRATIONS INC | 3.9 | +30% | +34% | UP+ | 0 | on board - MOM | | MTSI | MACOM TECHNOLOGY SOLUTIONS HOLDING | 24.2 | +28% | +163% | UP+ | 0 | | | MCHP | MICROCHIP TECHNOLOGY INC | 47.8 | +25% | +26% | UP+ | 0 | | | FSLR | FIRST SOLAR INC | 24.6 | +16% | +66% | DN | 0 | | | DIOD | DIODES INC | 4.4 | +15% | +83% | UP+ | 0 | on board - MOM+RIDER | | AVGO | BROADCOM INC | 1908.3 | +13% | +47% | UP+ | 1 | on board - CLONE+CLONE2 | | ADI | ANALOG DEVICES INC | 191.7 | +12% | +67% | UP+ | 0 | |
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| 10 | ▸ Trucking (No Local) | +25.7% | 100% | 9 | 7 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CVLG | COVENANT LOGISTICS GROUP INC | 1.2 | +61% | +77% | UP+ | 0 | on board - MOM+RIDER | | ARCB | ARCBEST CORP | 3.4 | +38% | +102% | UP+ | 0 | on board - MOM+CLONE | | SNDR | SCHNEIDER NATIONAL INC | 6.5 | +32% | +52% | UP+ | 0 | on board - MOM+RIDER | | KNX | KNIGHT-SWIFT TRANSPORTATION HOLDIN | 12.5 | +26% | +74% | UP+ | 0 | on board - MOM+CLONE+RIDER | | JBHT | HUNT J B TRANSPORT SERVICES INC | 26.6 | +26% | +90% | UP+ | 0 | | | MRTN | MARTEN TRANSPORT LTD | 1.4 | +26% | +34% | UP+ | 0 | on board - MOM | | LSTR | LANDSTAR SYSTEM INC | 7.0 | +22% | +61% | UP+ | 0 | on board - MOM+RIDER | | ODFL | OLD DOMINION FREIGHT LINE INC | 47.0 | +8% | +49% | UP+ | 0 | | | SAIA | SAIA INC | 11.2 | +5% | +63% | UP+ | 0 | on board - CLONE+RIDER |
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| 11 | ▸ Personal Credit Institutions | +24.6% | 90% | 10 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ENVA | ENOVA INTERNATIONAL INC | 5.9 | +63% | +48% | UP+ | 0 | on board - MOM+RIDER | | ATLC | ATLANTICUS HOLDINGS CORP | 1.5 | +55% | +51% | UP+ | 0 | on board - MOM+BLOW | | HAPN | HAPPEN INC | 2.3 | +35% | +38% | UP+ | 0 | | | CACC | CREDIT ACCEPTANCE CORP | 6.6 | +34% | +7% | UP+ | 0 | on board - MOM | | WRLD | WORLD ACCEPTANCE CORP | 0.9 | +32% | -1% | UP | 0 | | | RM | REGIONAL MANAGEMENT CORP | 0.4 | +17% | +12% | UP+ | 0 | | | SLM | SLM CORP | 4.7 | +16% | -32% | UP | 0 | | | OMF | ONEMAIN HOLDINGS INC | 6.8 | +6% | -1% | UP+ | 0 | | | NNI | NELNET INC | 4.8 | +0% | +4% | UP+ | 0 | | | NCDL | NUVEEN CHURCHILL DIRECT LENDING CO | 0.6 | -3% | -17% | DN- | 0 | watchlist |
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| 12 | ▸ Services-Commercial Physical & Biological Research | +23.7% | 100% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| NRC | NRC HEALTH | 0.5 | +28% | +18% | UP+ | 0 | | | EXEL | EXELIXIS INC | 14.4 | +26% | +19% | UP+ | 0 | on board - MOM | | IQV | IQVIA HOLDINGS INC | 34.9 | +24% | +12% | UP | 0 | | | INCY | INCYTE CORP | 23.7 | +22% | +49% | UP+ | 0 | | | MEDP | MEDPACE HOLDINGS INC | 15.3 | +7% | +42% | UP+ | 0 | |
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