| 1 | ▸ Air Transportation Scheduled | +27.7% | 100% | 6 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| UAL | UNITED AIRLINES HOLDINGS INC | 39.4 | +31% | +50% | UP+ | 0 | | | ALGT | ALLEGIANT TRAVEL CO | 1.8 | +31% | +135% | UP+ | 0 | | | SKYW | SKYWEST INC | 4.2 | +28% | -16% | UP | 0 | | | DAL | DELTA AIR LINES INC | 57.5 | +27% | +76% | UP+ | 0 | on board - CLONE | | ALK | ALASKA AIR GROUP INC | 5.3 | +23% | -4% | UP | 0 | | | LUV | SOUTHWEST AIRLINES CO | 22.0 | +16% | +67% | UP+ | 0 | |
|
| 2 | ▸ Laboratory Analytical Instruments | +26.9% | 100% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ILMN | ILLUMINA INC | 31.0 | +51% | +72% | UP+ | 0 | | | RVTY | REVVITY INC | 12.6 | +30% | +24% | UP+ | 0 | | | BIO | BIO-RAD LABORATORIES INC | 8.7 | +27% | +19% | UP+ | 0 | on board - EARLY | | A | AGILENT TECHNOLOGIES INC | 39.1 | +21% | +14% | UP+ | 0 | | | MTD | METTLER TOLEDO INTERNATIONAL INC | 28.4 | +12% | +3% | UP | 0 | |
|
| 3 | ▸ Biological Products (No Disgnostic Substances) | +26.6% | 89% | 9 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AGEN | AGENUS INC | 0.3 | +95% | -42% | UP | 0 | | | TECH | BIO-TECHNE CORP | 11.3 | +31% | +24% | UP+ | 0 | on board - MOM | | HALO | HALOZYME THERAPEUTICS INC | 9.8 | +29% | +28% | UP+ | 0 | on board - MOM | | KRYS | KRYSTAL BIOTECH INC | 10.1 | +28% | +143% | UP+ | 0 | on board - MOM | | NBIX | NEUROCRINE BIOSCIENCES INC | 17.0 | +27% | +23% | UP+ | 0 | | | RGEN | REPLIGEN CORP | 8.0 | +20% | +13% | UP+ | 0 | on board - CLONE | | AMGN | AMGEN INC | 207.9 | +18% | +23% | UP+ | 0 | | | BIIB | BIOGEN INC | 30.0 | +8% | +66% | UP+ | 0 | | | GILD | GILEAD SCIENCES INC | 161.7 | -0% | +13% | DN | 0 | |
|
| 4 | ▸ Wholesale-Computers & Peripheral Equipment & Softwar | +24.9% | 100% | 6 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HPE | HEWLETT PACKARD ENTERPRISE CO | 63.4 | +68% | +115% | UP+ | 0 | | | CLMB | CLIMB GLOBAL SOLUTIONS INC | 0.5 | +42% | -3% | UP | 0 | | | SCSC | SCANSOURCE INC | 1.2 | +38% | +31% | UP+ | 0 | on board - MOM | | SNX | TD SYNNEX CORP | 20.4 | +12% | +78% | UP+ | 0 | | | PLUS | EPLUS INC | 2.4 | +9% | +24% | UP+ | 0 | | | INGM | INGRAM MICRO HOLDING CORP | 6.5 | +1% | +35% | UP+ | 0 | |
|
| 5 | ▸ Services-Commercial Physical & Biological Research | +23.3% | 100% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| IQV | IQVIA HOLDINGS INC | 38.7 | +49% | +6% | UP+ | 0 | | | MEDP | MEDPACE HOLDINGS INC | 16.1 | +38% | +24% | UP+ | 0 | on board - BLOW | | INCY | INCYTE CORP | 24.2 | +23% | +47% | UP+ | 0 | | | EXEL | EXELIXIS INC | 13.3 | +21% | +46% | UP+ | 0 | on board - RIDER | | NRC | NRC HEALTH | 0.4 | +13% | +83% | UP+ | 0 | |
|
| 6 | ▸ Computer Communications Equipment | +22.9% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 3.9 | +35% | +76% | UP+ | 0 | on board - MOM | | CSCO | CISCO SYSTEMS INC | 457.2 | +27% | +74% | UP+ | 0 | on board - CLONE | | FFIV | F5 INC | 22.7 | +25% | +42% | UP+ | 0 | | | DGII | DIGI INTERNATIONAL INC | 2.6 | +21% | +123% | UP+ | 0 | on board - MOM | | ATEN | A10 NETWORKS INC | 2.1 | +10% | +106% | UP+ | 0 | on board - MOM | | ANET | ARISTA NETWORKS INC | 227.1 | +4% | +36% | UP+ | 0 | |
|
| 7 | ▸ Services-Medical Laboratories | +21.4% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CDNA | CAREDX INC | 2.3 | +103% | +127% | UP+ | 0 | on board - MOM+BLOW | | VCYT | VERACYTE INC | 3.7 | +40% | +150% | UP+ | 0 | on board - BLOW | | DGX | QUEST DIAGNOSTICS INC | 25.7 | +21% | +30% | UP+ | 0 | | | LH | LABCORP HOLDINGS INC | 25.4 | +21% | +9% | UP+ | 0 | | | CAI | CARIS LIFE SCIENCES INC | 4.4 | -15% | -36% | DN- | 1 | watchlist |
|
| 8 | ▸ Petroleum Refining | +21.0% | 100% | 9 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PBF | PBF ENERGY INC | 8.6 | +69% | +102% | UP+ | 0 | on board - MOM+BLOW | | DINO | HF SINCLAIR CORP | 16.3 | +33% | +73% | UP+ | 2 | on board - MOM+RIDER | | MPC | MARATHON PETROLEUM CORP | 92.4 | +29% | +58% | UP+ | 0 | | | VLO | VALERO ENERGY CORP | 90.1 | +28% | +98% | UP+ | 0 | | | PSX | PHILLIPS 66 | 84.9 | +21% | +45% | UP+ | 0 | | | SUN | SUNOCO LP | 15.7 | +14% | +32% | UP+ | 0 | on board - MOM+EARLY | | CVI | CVR ENERGY INC | 3.6 | +7% | +3% | UP+ | 0 | on board - EARLY | | XOM | EXXON MOBIL CORP | 644.3 | +2% | +26% | UP+ | 0 | | | COP | CONOCOPHILLIPS | 146.8 | -1% | +10% | UP+ | 0 | |
|
| 9 | ▸ Computer Storage Devices | +17.9% | 100% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| NTAP | NETAPP INC | 35.0 | +60% | +52% | UP+ | 0 | | | WDC | WESTERN DIGITAL CORP | 187.8 | +26% | +740% | UP+ | 0 | | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 192.0 | +18% | +526% | UP+ | 0 | on board - CLONE | | P | EVERPURE INC | 25.7 | +8% | +30% | UP+ | 0 | | | SNDK | SANDISK CORP | 179.9 | +2% | +4584% | UP+ | 0 | on board - CLONE+CLONE2 |
|
| 10 | ▸ Life Insurance | +17.8% | 100% | 10 | 6 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PRU | PRUDENTIAL FINANCIAL INC | 42.4 | +25% | +15% | UP+ | 0 | | | LNC | LINCOLN NATIONAL CORP | 8.7 | +23% | +10% | UP | 0 | on board - EARLY | | VOYA | VOYA FINANCIAL INC | 9.0 | +21% | +37% | UP+ | 0 | on board - MOM | | MET | METLIFE INC | 61.9 | +21% | +20% | UP+ | 0 | | | GL | GLOBE LIFE INC | 14.2 | +20% | +28% | UP+ | 0 | on board - MOM+CLONE | | PRI | PRIMERICA INC | 10.0 | +16% | +13% | UP+ | 0 | on board - MOM | | CRBG | COREBRIDGE FINANCIAL INC | 14.2 | +14% | -15% | UP | 0 | on board - EARLY | | RGA | REINSURANCE GROUP OF AMERICA INC | 15.5 | +14% | +15% | UP+ | 0 | | | GNW | GENWORTH FINANCIAL INC | 3.8 | +12% | +20% | UP+ | 0 | | | FG | F&G ANNUITIES & LIFE INC | 3.8 | +1% | -8% | UP | 0 | on board - EARLY |
|
| 11 | ▸ Surgical & Medical Instruments & Apparatus | +17.6% | 64% | 22 | 6 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| LQDA | LIQUIDIA CORP | 7.5 | +121% | +315% | UP+ | 1 | on board - MOM | | HAE | HAEMONETICS CORP | 3.9 | +44% | -1% | UP+ | 0 | | | ICUI | ICU MEDICAL INC | 4.2 | +42% | +18% | UP+ | 0 | on board - MOM+EARLY | | MMSI | MERIT MEDICAL SYSTEMS INC | 5.1 | +37% | -16% | UP | 3 | on board - BLOW+INSIDER+CFO1ST | | DXCM | DEXCOM INC | 31.5 | +36% | -23% | UP | 0 | | | UFPT | UFP TECHNOLOGIES INC | 2.0 | +31% | +16% | UP+ | 0 | | | BVS | BIOVENTUS INC | 1.1 | +30% | +51% | UP+ | 0 | on board - MOM+RIDER | | ATRC | ATRICURE INC | 1.9 | +30% | -15% | UP | 0 | on board - EARLY | | SOLV | SOLVENTUM CORP | 14.8 | +28% | +7% | UP+ | 0 | | | MMM | 3M CO | 90.9 | +24% | +11% | UP+ | 0 | | | TCMD | TACTILE SYSTEMS TECHNOLOGY INC | 0.6 | +23% | +202% | UP+ | 0 | | | MDXG | MIMEDX GROUP INC | 0.6 | +12% | -40% | DN- | 0 | | | BDX | BECTON DICKINSON & CO | 45.6 | +12% | -14% | DN- | 0 | | | SYK | STRYKER CORP | 124.9 | +11% | -21% | DN- | 0 | | | RMD | RESMED INC | 30.6 | +3% | -27% | DN- | 0 | | | PEN | PENUMBRA INC | 12.7 | -1% | +24% | UP+ | 0 | | | PODD | INSULET CORP | 11.5 | -6% | -46% | DN- | 2 | | | LMAT | LEMAITRE VASCULAR INC | 2.3 | -9% | +22% | UP+ | 0 | | | NVCR | NOVOCURE LTD | 1.7 | -11% | +44% | UP+ | 0 | on board - BLOW | | INSP | INSPIRE MEDICAL SYSTEMS INC | 1.4 | -11% | -65% | DN- | 0 | |
|
| 12 | ▸ Miscellaneous Fabricated Metal Products | +16.9% | 83% | 6 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CR | CRANE CO | 12.3 | +24% | +13% | UP+ | 0 | | | WTS | WATTS WATER TECHNOLOGIES INC | 11.5 | +18% | +47% | UP+ | 0 | on board - RIDER | | CXT | CRANE NXT CO | 3.0 | +17% | -12% | UP | 2 | on board - CFO1ST+CLONE | | HLIO | HELIOS TECHNOLOGIES INC | 2.6 | +17% | +130% | UP+ | 0 | on board - BLOW | | PH | PARKER-HANNIFIN CORP | 123.1 | +11% | +33% | UP+ | 0 | | | MWA | MUELLER WATER PRODUCTS INC | 3.9 | -8% | +4% | DN | 0 | |
|