| 1 | ▸ Services-Help Supply Services | +30.1% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AMN | AMN HEALTHCARE SERVICES INC | 1.3 | +64% | +65% | UP+ | 0 | on board - MOM+BLOW+RIDER | | RHI | ROBERT HALF INC | 4.1 | +51% | -11% | UP | 0 | | | BBSI | BARRETT BUSINESS SERVICES INC | 1.0 | +30% | -22% | UP | 0 | | | KFRC | KFORCE INC | 1.1 | +27% | +11% | UP+ | 0 | on board - MOM | | EFOR | EVERFORTH INC | 1.0 | +2% | -66% | DN- | 5 | watchlist |
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| 2 | ▸ Air Transportation Scheduled | +29.6% | 100% | 6 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SKYW | SKYWEST INC | 4.3 | +36% | -16% | UP | 0 | | | UAL | UNITED AIRLINES HOLDINGS INC | 38.8 | +35% | +46% | UP+ | 0 | | | DAL | DELTA AIR LINES INC | 56.7 | +31% | +70% | UP+ | 0 | on board - CLONE | | ALGT | ALLEGIANT TRAVEL CO | 1.8 | +28% | +123% | UP+ | 0 | | | LUV | SOUTHWEST AIRLINES CO | 21.7 | +20% | +62% | UP+ | 0 | | | ALK | ALASKA AIR GROUP INC | 5.1 | +20% | -4% | UP | 0 | |
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| 3 | ▸ Biological Products (No Disgnostic Substances) | +28.5% | 100% | 8 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| KRYS | KRYSTAL BIOTECH INC | 10.7 | +40% | +147% | UP+ | 0 | on board - MOM | | TECH | BIO-TECHNE CORP | 11.3 | +39% | +22% | UP+ | 0 | | | NBIX | NEUROCRINE BIOSCIENCES INC | 18.2 | +38% | +27% | UP+ | 0 | on board - MOM | | HALO | HALOZYME THERAPEUTICS INC | 9.9 | +32% | +34% | UP+ | 0 | on board - MOM | | RGEN | REPLIGEN CORP | 8.0 | +25% | +15% | UP+ | 0 | on board - CLONE | | AMGN | AMGEN INC | 209.2 | +16% | +23% | UP+ | 0 | | | BIIB | BIOGEN INC | 30.9 | +8% | +68% | UP+ | 0 | | | GILD | GILEAD SCIENCES INC | 164.8 | +4% | +15% | UP+ | 0 | |
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| 4 | ▸ Services-Commercial Physical & Biological Research | +28.3% | 100% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| IQV | IQVIA HOLDINGS INC | 40.7 | +58% | -2% | UP+ | 0 | | | MEDP | MEDPACE HOLDINGS INC | 16.3 | +41% | +18% | UP+ | 0 | on board - BLOW | | INCY | INCYTE CORP | 25.8 | +28% | +63% | UP+ | 0 | | | EXEL | EXELIXIS INC | 13.9 | +24% | +22% | UP+ | 0 | | | NRC | NRC HEALTH | 0.4 | +11% | +61% | UP+ | 0 | |
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| 5 | ▸ Laboratory Analytical Instruments | +26.3% | 100% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ILMN | ILLUMINA INC | 29.5 | +62% | +65% | UP+ | 0 | | | RVTY | REVVITY INC | 12.6 | +38% | +17% | UP+ | 0 | | | A | AGILENT TECHNOLOGIES INC | 39.6 | +26% | +12% | UP+ | 0 | | | BIO | BIO-RAD LABORATORIES INC | 8.8 | +19% | +17% | UP+ | 0 | on board - EARLY | | MTD | METTLER TOLEDO INTERNATIONAL INC | 28.1 | +12% | -0% | UP | 0 | |
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| 6 | ▸ Surgical & Medical Instruments & Apparatus | +24.5% | 68% | 22 | 6 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| LQDA | LIQUIDIA CORP | 7.7 | +128% | +279% | UP+ | 1 | on board - MOM | | ATRC | ATRICURE INC | 2.1 | +50% | -14% | UP | 0 | on board - EARLY | | HAE | HAEMONETICS CORP | 3.9 | +45% | +1% | UP+ | 0 | | | ICUI | ICU MEDICAL INC | 4.2 | +44% | +16% | UP+ | 0 | on board - EARLY | | UFPT | UFP TECHNOLOGIES INC | 2.0 | +38% | +8% | UP+ | 0 | | | MDXG | MIMEDX GROUP INC | 0.6 | +37% | -42% | DN- | 0 | | | BVS | BIOVENTUS INC | 1.1 | +36% | +50% | UP+ | 0 | on board - MOM+RIDER | | SOLV | SOLVENTUM CORP | 15.3 | +33% | +6% | UP+ | 0 | | | DXCM | DEXCOM INC | 29.0 | +31% | -22% | UP | 0 | | | NVCR | NOVOCURE LTD | 1.8 | +27% | +33% | UP+ | 0 | on board - BLOW | | MMSI | MERIT MEDICAL SYSTEMS INC | 4.8 | +25% | -17% | UP | 3 | on board - CFO1ST | | MMM | 3M CO | 91.8 | +24% | +9% | UP+ | 0 | | | TCMD | TACTILE SYSTEMS TECHNOLOGY INC | 0.6 | +22% | +188% | UP+ | 0 | | | BDX | BECTON DICKINSON & CO | 46.4 | +17% | -13% | DN- | 0 | | | SYK | STRYKER CORP | 135.0 | +12% | -17% | UP | 0 | | | PODD | INSULET CORP | 11.8 | +7% | -46% | DN- | 2 | | | RMD | RESMED INC | 31.1 | +1% | -27% | DN- | 0 | | | PEN | PENUMBRA INC | 12.6 | -1% | +37% | UP+ | 0 | | | LMAT | LEMAITRE VASCULAR INC | 2.4 | -3% | +17% | UP+ | 0 | | | INSP | INSPIRE MEDICAL SYSTEMS INC | 1.5 | -4% | -66% | DN- | 0 | |
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| 7 | ▸ Wholesale-Computers & Peripheral Equipment & Softwar | +22.9% | 100% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HPE | HEWLETT PACKARD ENTERPRISE CO | 58.8 | +57% | +117% | UP+ | 0 | | | SCSC | SCANSOURCE INC | 1.2 | +42% | +25% | UP+ | 0 | on board - MOM | | CLMB | CLIMB GLOBAL SOLUTIONS INC | 0.5 | +34% | -11% | UP | 0 | | | PLUS | EPLUS INC | 2.4 | +12% | +20% | UP+ | 0 | | | SNX | TD SYNNEX CORP | 19.9 | +11% | +84% | UP+ | 0 | on board - MOM+RIDER | | INGM | INGRAM MICRO HOLDING CORP | 7.0 | -0% | +33% | UP+ | 0 | |
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| 8 | ▸ Services-Prepackaged Software | +21.3% | 61% | 69 | 12 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| DDOG | DATADOG INC | 94.0 | +97% | +65% | UP+ | 0 | | | OKTA | OKTA INC | 23.8 | +80% | +34% | UP+ | 1 | | | PD | PAGERDUTY INC | 0.8 | +62% | -44% | UP | 0 | | | RPD | RAPID7 INC | 0.6 | +61% | -65% | DN- | 0 | | | CRWD | CROWDSTRIKE HOLDINGS INC | 182.7 | +59% | +57% | UP+ | 0 | | | PRGS | PROGRESS SOFTWARE CORP | 1.8 | +57% | -32% | UP | 0 | on board - BLOW | | GTLB | GITLAB INC | 5.7 | +55% | -38% | UP | 1 | | | QLYS | QUALYS INC | 4.8 | +51% | -7% | UP | 0 | | | TEAM | ATLASSIAN CORP | 26.5 | +48% | -61% | DN- | 0 | | | TENB | TENABLE HOLDINGS INC | 3.5 | +47% | +1% | UP | 1 | on board - CFO1ST | | CCSI | CONSENSUS CLOUD SOLUTIONS INC | 0.7 | +46% | +78% | UP+ | 0 | | | GEN | GEN DIGITAL INC | 16.6 | +45% | -16% | UP | 0 | | | NTNX | NUTANIX INC | 16.1 | +42% | -31% | UP | 0 | on board - BLOW | | MANH | MANHATTAN ASSOCIATES INC | 12.1 | +42% | -38% | UP | 0 | | | FRSH | FRESHWORKS INC | 3.2 | +41% | -27% | UP | 0 | on board - EARLY | | ACIW | ACI WORLDWIDE INC | 6.1 | +38% | +11% | UP | 0 | on board - MOM | | DBX | DROPBOX INC | 7.8 | +37% | -2% | UP | 0 | | | INTA | INTAPP INC | 2.4 | +37% | -40% | UP | 0 | | | ESTC | ELASTIC NV | 6.7 | +36% | -36% | DN- | 0 | watchlist | | PCTY | PAYLOCITY HOLDING CORP | 7.8 | +34% | -43% | UP | 0 | |
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| 9 | ▸ Petroleum Refining | +20.0% | 100% | 9 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PBF | PBF ENERGY INC | 7.5 | +48% | +91% | UP+ | 0 | on board - MOM | | DINO | HF SINCLAIR CORP | 16.2 | +37% | +63% | UP+ | 2 | on board - MOM+RIDER | | MPC | MARATHON PETROLEUM CORP | 90.1 | +28% | +51% | UP+ | 0 | | | VLO | VALERO ENERGY CORP | 89.5 | +21% | +89% | UP+ | 0 | | | PSX | PHILLIPS 66 | 82.9 | +20% | +41% | UP+ | 0 | | | SUN | SUNOCO LP | 15.7 | +13% | +37% | UP+ | 0 | on board - MOM+EARLY | | XOM | EXXON MOBIL CORP | 649.7 | +2% | +26% | UP+ | 0 | | | CVI | CVR ENERGY INC | 3.5 | +2% | -0% | UP+ | 0 | on board - EARLY | | COP | CONOCOPHILLIPS | 143.8 | -7% | +11% | UP+ | 0 | |
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| 10 | ▸ Retail-Auto Dealers & Gasoline Stations | +19.9% | 85% | 13 | 6 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SAH | SONIC AUTOMOTIVE INC | 3.6 | +54% | +13% | UP+ | 0 | on board - MOM | | KMX | CARMAX INC | 8.4 | +54% | -12% | UP | 4 | on board - INSIDER+CFO1ST | | LAD | LITHIA MOTORS INC | 9.4 | +47% | -4% | UP | 0 | | | PAG | PENSKE AUTOMOTIVE GROUP INC | 14.7 | +31% | +9% | UP+ | 0 | on board - MOM | | OPLN | OPENLANE INC | 4.3 | +28% | +68% | UP+ | 0 | on board - MOM+BLOW+RIDER | | ABG | ASBURY AUTOMOTIVE GROUP INC | 4.6 | +23% | -12% | UP | 0 | | | MUSA | MURPHY USA INC | 11.4 | +20% | +28% | UP+ | 0 | on board - MOM+EARLY | | RUSHA | RUSH ENTERPRISES INC | 6.3 | +14% | +34% | UP+ | 0 | on board - MOM | | AN | AUTONATION INC | 7.7 | +12% | -4% | UP | 0 | | | CASY | CASEYS GENERAL STORES INC | 32.1 | +11% | +49% | UP+ | 1 | | | GPI | GROUP 1 AUTOMOTIVE INC | 4.3 | +3% | -30% | UP | 0 | | | CPRT | COPART INC | 28.5 | -8% | -39% | DN- | 0 | | | CVNA | CARVANA CO | 73.0 | -16% | -5% | DN- | 0 | |
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| 11 | ▸ Computer Communications Equipment | +18.9% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 3.8 | +33% | +78% | UP+ | 0 | on board - MOM | | CSCO | CISCO SYSTEMS INC | 443.3 | +26% | +76% | UP+ | 0 | on board - CLONE | | DGII | DIGI INTERNATIONAL INC | 2.5 | +20% | +113% | UP+ | 0 | on board - MOM | | FFIV | F5 INC | 21.8 | +18% | +36% | UP+ | 0 | | | ATEN | A10 NETWORKS INC | 2.1 | +8% | +99% | UP+ | 0 | on board - MOM+RIDER | | ANET | ARISTA NETWORKS INC | 198.9 | -6% | +40% | UP+ | 0 | |
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| 12 | ▸ Services-Computer Processing & Data Preparation | +17.7% | 57% | 23 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| FIVN | FIVE9 INC | 2.1 | +59% | -27% | UP | 0 | | | YEXT | YEXT INC | 0.6 | +51% | -45% | DN- | 1 | | | RNG | RINGCENTRAL INC | 4.8 | +44% | +44% | UP+ | 0 | on board - MOM+BLOW+CLONE+RIDER | | GDRX | GOODRX HOLDINGS INC | 1.1 | +41% | -43% | UP | 0 | | | INOD | INNODATA INC | 1.8 | +39% | +55% | DN | 0 | watchlist | | WDAY | WORKDAY INC | 41.5 | +37% | -48% | UP | 0 | | | OOMA | OOMA INC | 0.6 | +36% | +64% | UP+ | 0 | | | IBEX | IBEX LTD | 0.5 | +31% | +0% | UP | 0 | | | LZ | LEGALZOOMCOM INC | 1.4 | +30% | -34% | UP | 1 | on board - CFO1ST | | ADP | AUTOMATIC DATA PROCESSING INC | 109.3 | +28% | -25% | UP | 1 | | | RDDT | REDDIT INC | 34.3 | +20% | +15% | DN- | 0 | | | CARS | CARSCOM INC | 0.7 | +18% | -17% | UP | 0 | | | TOST | TOAST INC | 18.9 | +14% | -42% | UP | 0 | | | VRSK | VERISK ANALYTICS INC | 27.7 | +14% | -39% | UP | 0 | | | EVTC | EVERTEC INC | 2.0 | +7% | -16% | UP | 5 | on board - INSIDER | | TASK | TASKUS INC | 0.6 | +3% | -56% | DN- | 0 | | | CARG | CARGURUS INC | 3.3 | +1% | +1% | UP | 0 | on board - EARLY | | DXC | DXC TECHNOLOGY CO | 1.9 | +1% | -38% | DN- | 1 | watchlist | | KD | KYNDRYL HOLDINGS INC | 3.1 | +0% | -72% | DN- | 0 | | | UPWK | UPWORK INC | 1.2 | -8% | -35% | DN- | 0 | |
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