| 1 | ▸ Air Transportation Scheduled | +37.3% | 100% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| UAL | UNITED AIRLINES HOLDINGS INC | 43.0 | +42% | +57% | UP+ | 0 | | | ALGT | ALLEGIANT TRAVEL CO | 1.9 | +39% | +140% | UP+ | 0 | on board - MOM | | SKYW | SKYWEST INC | 4.5 | +38% | -9% | UP | 0 | | | ALK | ALASKA AIR GROUP INC | 5.9 | +36% | -2% | UP | 0 | | | DAL | DELTA AIR LINES INC | 61.0 | +32% | +81% | UP+ | 0 | on board - CLONE | | LUV | SOUTHWEST AIRLINES CO | 23.8 | +23% | +74% | UP+ | 0 | |
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| 2 | ▸ Services-Commercial Physical & Biological Research | +26.1% | 100% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| MEDP | MEDPACE HOLDINGS INC | 16.1 | +34% | +34% | UP+ | 0 | on board - BLOW | | IQV | IQVIA HOLDINGS INC | 37.6 | +29% | +13% | UP+ | 0 | | | EXEL | EXELIXIS INC | 14.1 | +26% | +49% | UP+ | 0 | on board - MOM+RIDER | | INCY | INCYTE CORP | 24.4 | +24% | +53% | UP+ | 0 | | | NRC | NRC HEALTH | 0.4 | +5% | +85% | UP+ | 0 | |
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| 3 | ▸ Surgical & Medical Instruments & Apparatus | +25.5% | 68% | 22 | 7 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| LQDA | LIQUIDIA CORP | 7.9 | +120% | +348% | UP+ | 1 | on board - MOM | | UFPT | UFP TECHNOLOGIES INC | 2.6 | +58% | +20% | UP+ | 0 | on board - MOM | | HAE | HAEMONETICS CORP | 3.9 | +54% | +0% | UP+ | 0 | | | ICUI | ICU MEDICAL INC | 4.3 | +47% | +25% | UP+ | 0 | on board - EARLY | | DXCM | DEXCOM INC | 32.8 | +46% | -9% | UP | 0 | | | MMSI | MERIT MEDICAL SYSTEMS INC | 5.1 | +42% | -16% | UP | 3 | on board - BLOW+INSIDER | | INSP | INSPIRE MEDICAL SYSTEMS INC | 1.9 | +33% | -61% | DN- | 0 | | | ATRC | ATRICURE INC | 2.0 | +33% | -6% | UP | 0 | on board - EARLY | | MMM | 3M CO | 93.6 | +28% | +12% | UP+ | 0 | | | SOLV | SOLVENTUM CORP | 15.2 | +27% | +9% | UP+ | 0 | | | BVS | BIOVENTUS INC | 1.1 | +26% | +91% | UP+ | 0 | on board - MOM+RIDER | | TCMD | TACTILE SYSTEMS TECHNOLOGY INC | 0.7 | +25% | +230% | UP+ | 0 | | | BDX | BECTON DICKINSON & CO | 46.9 | +19% | -10% | UP | 0 | | | MDXG | MIMEDX GROUP INC | 0.6 | +17% | -43% | DN- | 0 | | | SYK | STRYKER CORP | 128.9 | +14% | -13% | DN- | 0 | | | RMD | RESMED INC | 32.4 | +8% | -21% | DN- | 0 | | | NVCR | NOVOCURE LTD | 1.9 | +2% | +53% | UP+ | 0 | on board - BLOW | | PEN | PENUMBRA INC | 12.8 | +0% | +31% | UP+ | 0 | | | PODD | INSULET CORP | 11.6 | -0% | -44% | DN- | 2 | | | LMAT | LEMAITRE VASCULAR INC | 2.4 | -5% | +29% | UP+ | 0 | |
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| 4 | ▸ Wholesale-Computers & Peripheral Equipment & Softwar | +24.3% | 100% | 6 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HPE | HEWLETT PACKARD ENTERPRISE CO | 69.4 | +75% | +122% | UP+ | 0 | | | SCSC | SCANSOURCE INC | 1.2 | +39% | +36% | UP+ | 0 | on board - MOM | | CLMB | CLIMB GLOBAL SOLUTIONS INC | 0.5 | +36% | -13% | UP | 0 | | | SNX | TD SYNNEX CORP | 21.1 | +13% | +71% | UP+ | 0 | | | PLUS | EPLUS INC | 2.5 | +12% | +36% | UP+ | 0 | | | INGM | INGRAM MICRO HOLDING CORP | 6.7 | +3% | +37% | UP+ | 0 | |
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| 5 | ▸ Services-Medical Laboratories | +23.0% | 80% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CDNA | CAREDX INC | 2.4 | +127% | +138% | UP+ | 0 | on board - MOM+BLOW | | VCYT | VERACYTE INC | 3.7 | +41% | +145% | UP+ | 0 | | | DGX | QUEST DIAGNOSTICS INC | 25.8 | +23% | +27% | UP+ | 0 | | | LH | LABCORP HOLDINGS INC | 25.6 | +22% | +10% | UP+ | 0 | | | CAI | CARIS LIFE SCIENCES INC | 4.6 | -15% | -36% | DN- | 1 | watchlist |
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| 6 | ▸ Cutlery Handtools & General Hardware | +22.7% | 100% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SWK | STANLEY BLACK & DECKER INC | 15.5 | +34% | +45% | UP+ | 0 | on board - MOM+RIDER | | CIX | COMPX INTERNATIONAL INC | 0.4 | +27% | +22% | UP+ | 0 | | | HLMN | HILLMAN SOLUTIONS CORP | 1.9 | +23% | +3% | UP | 0 | | | SNA | SNAP-ON INC | 21.6 | +11% | +34% | UP+ | 0 | on board - CLONE | | SSD | SIMPSON MANUFACTURING CO INC | 8.1 | +3% | +11% | UP+ | 0 | |
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| 7 | ▸ Computer Communications Equipment | +22.4% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 4.2 | +36% | +81% | UP+ | 0 | on board - MOM | | CSCO | CISCO SYSTEMS INC | 479.8 | +30% | +73% | UP+ | 0 | on board - CLONE | | DGII | DIGI INTERNATIONAL INC | 2.7 | +23% | +135% | UP+ | 0 | on board - MOM | | FFIV | F5 INC | 23.3 | +21% | +36% | UP+ | 0 | | | ATEN | A10 NETWORKS INC | 2.2 | +13% | +108% | UP+ | 0 | on board - MOM | | ANET | ARISTA NETWORKS INC | 239.9 | +12% | +47% | UP+ | 0 | |
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| 8 | ▸ Personal Credit Institutions | +21.8% | 80% | 10 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ENVA | ENOVA INTERNATIONAL INC | 6.4 | +52% | +133% | UP+ | 0 | on board - MOM | | ATLC | ATLANTICUS HOLDINGS CORP | 1.7 | +42% | +100% | UP+ | 0 | on board - MOM+BLOW | | WRLD | WORLD ACCEPTANCE CORP | 0.9 | +37% | +31% | UP+ | 0 | | | SLM | SLM CORP | 5.2 | +24% | -17% | UP | 0 | | | HAPN | HAPPEN INC | 2.4 | +22% | +27% | UP+ | 0 | | | OMF | ONEMAIN HOLDINGS INC | 7.5 | +21% | +15% | UP+ | 0 | | | CACC | CREDIT ACCEPTANCE CORP | 6.1 | +12% | +47% | UP+ | 0 | on board - RIDER | | RM | REGIONAL MANAGEMENT CORP | 0.3 | -2% | +32% | DN | 0 | | | NNI | NELNET INC | 4.9 | -3% | +10% | UP+ | 0 | | | NCDL | NUVEEN CHURCHILL DIRECT LENDING CO | 0.6 | -10% | -12% | DN- | 0 | watchlist |
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| 9 | ▸ Miscellaneous Fabricated Metal Products | +21.7% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CR | CRANE CO | 13.0 | +28% | +14% | UP+ | 0 | on board - MOM | | CXT | CRANE NXT CO | 3.1 | +24% | -8% | UP | 2 | on board - CFO1ST+CLONE | | WTS | WATTS WATER TECHNOLOGIES INC | 12.0 | +23% | +44% | UP+ | 0 | on board - RIDER | | HLIO | HELIOS TECHNOLOGIES INC | 2.7 | +20% | +134% | UP+ | 0 | on board - BLOW | | PH | PARKER-HANNIFIN CORP | 125.2 | +14% | +38% | UP+ | 0 | | | MWA | MUELLER WATER PRODUCTS INC | 4.2 | -3% | +6% | UP+ | 0 | |
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| 10 | ▸ Instruments For Meas & Testing Of Electricity & Elec | +21.3% | 100% | 5 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ITRI | ITRON INC | 4.7 | +26% | -30% | UP | 0 | on board - BLOW | | TRNS | TRANSCAT INC | 0.9 | +22% | +23% | UP+ | 0 | | | ALNT | ALLIENT INC | 1.6 | +21% | +132% | UP+ | 0 | on board - MOM | | TER | TERADYNE INC | 63.1 | +13% | +265% | UP+ | 0 | on board - CLONE | | VLTO | VERALTO CORP | 23.5 | +10% | -11% | UP | 0 | |
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| 11 | ▸ Services-Prepackaged Software | +21.1% | 74% | 68 | 14 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| DDOG | DATADOG INC | 102.6 | +98% | +88% | UP+ | 0 | | | OKTA | OKTA INC | 25.7 | +90% | +56% | UP+ | 0 | | | CRWD | CROWDSTRIKE HOLDINGS INC | 215.1 | +77% | +79% | UP+ | 0 | | | QLYS | QUALYS INC | 5.7 | +75% | +21% | UP | 0 | | | TENB | TENABLE HOLDINGS INC | 4.0 | +71% | +35% | UP | 1 | | | RPD | RAPID7 INC | 0.7 | +61% | -48% | UP | 0 | | | PD | PAGERDUTY INC | 0.9 | +57% | -36% | UP | 0 | | | GTLB | GITLAB INC | 6.2 | +47% | -21% | UP | 1 | | | GEN | GEN DIGITAL INC | 17.0 | +44% | -6% | UP | 0 | | | PRGS | PROGRESS SOFTWARE CORP | 1.7 | +44% | -16% | UP | 0 | on board - BLOW | | ESTC | ELASTIC NV | 7.4 | +42% | -26% | UP | 0 | on board - EARLY | | NTNX | NUTANIX INC | 16.6 | +42% | -27% | UP | 0 | on board - BLOW | | CCSI | CONSENSUS CLOUD SOLUTIONS INC | 0.7 | +40% | +89% | UP+ | 0 | | | INTA | INTAPP INC | 2.5 | +36% | -29% | UP | 0 | | | DBX | DROPBOX INC | 8.1 | +36% | +8% | UP | 0 | | | MANH | MANHATTAN ASSOCIATES INC | 11.0 | +34% | -28% | UP | 0 | | | PAYC | PAYCOM SOFTWARE INC | 8.3 | +34% | -38% | UP | 0 | | | PCTY | PAYLOCITY HOLDING CORP | 7.7 | +33% | -37% | UP | 0 | | | DUOL | DUOLINGO INC | 6.4 | +32% | -62% | DN- | 0 | | | PATH | UIPATH INC | 7.3 | +32% | +6% | UP | 0 | on board - CLONE |
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| 12 | ▸ Biological Products (No Disgnostic Substances) | +21.1% | 100% | 10 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AGEN | AGENUS INC | 0.3 | +99% | -36% | UP | 0 | | | TWST | TWIST BIOSCIENCE CORP | 6.2 | +75% | +197% | UP+ | 0 | on board - MOM+CLONE | | TECH | BIO-TECHNE CORP | 11.3 | +27% | +30% | UP+ | 0 | on board - MOM | | HALO | HALOZYME THERAPEUTICS INC | 9.9 | +26% | +37% | UP+ | 0 | on board - MOM | | NBIX | NEUROCRINE BIOSCIENCES INC | 16.9 | +23% | +35% | UP+ | 0 | | | AMGN | AMGEN INC | 210.5 | +19% | +27% | UP+ | 0 | | | RGEN | REPLIGEN CORP | 8.5 | +19% | +19% | UP+ | 0 | on board - CLONE | | KRYS | KRYSTAL BIOTECH INC | 9.6 | +14% | +139% | UP+ | 0 | | | BIIB | BIOGEN INC | 30.8 | +10% | +58% | UP+ | 0 | | | GILD | GILEAD SCIENCES INC | 167.9 | +2% | +18% | UP+ | 0 | |
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