| 1 | ▸ Computer Storage Devices | +66.3% | 100% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SNDK | SANDISK CORP | 255.8 | +121% | +3348% | UP+ | 0 | on board - CLONE+CLONE2 | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 192.8 | +73% | +475% | UP+ | 0 | on board - CLONE | | NTAP | NETAPP INC | 32.4 | +66% | +61% | UP+ | 0 | | | WDC | WESTERN DIGITAL CORP | 189.7 | +62% | +687% | UP+ | 0 | | | P | EVERPURE INC | 25.8 | +25% | +29% | UP+ | 0 | |
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| 2 | ▸ Services-Help Supply Services | +40.5% | 80% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| KFRC | KFORCE INC | 0.9 | +82% | +17% | UP+ | 0 | | | AMN | AMN HEALTHCARE SERVICES INC | 1.2 | +69% | +49% | UP+ | 0 | on board - MOM+EARLY+BLOW+RIDER | | RHI | ROBERT HALF INC | 3.4 | +41% | -17% | UP | 0 | | | BBSI | BARRETT BUSINESS SERVICES INC | 0.9 | +30% | -22% | UP | 0 | | | EFOR | EVERFORTH INC | 0.7 | -53% | -59% | DN- | 5 | watchlist |
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| 3 | ▸ Computer Communications Equipment | +37.0% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 4.1 | +89% | +52% | UP+ | 0 | on board - MOM+BLOW | | ATEN | A10 NETWORKS INC | 2.7 | +49% | +55% | UP+ | 0 | on board - MOM+RIDER | | FFIV | F5 INC | 23.6 | +38% | +31% | UP+ | 0 | | | CSCO | CISCO SYSTEMS INC | 448.6 | +36% | +79% | UP+ | 0 | on board - CLONE | | DGII | DIGI INTERNATIONAL INC | 2.7 | +32% | +88% | UP+ | 0 | on board - MOM+RIDER | | ANET | ARISTA NETWORKS INC | 228.0 | +25% | +52% | UP+ | 0 | |
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| 4 | ▸ Special Industry Machinery Nec | +32.3% | 67% | 6 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ACMR | ACM RESEARCH INC | 6.5 | +113% | +173% | UP+ | 0 | on board - MOM | | VECO | VEECO INSTRUMENTS INC | 3.3 | +43% | +183% | UP+ | 0 | on board - BLOW | | LRCX | LAM RESEARCH CORP | 416.6 | +35% | +211% | UP+ | 0 | on board - CLONE | | ACLS | AXCELIS TECHNOLOGIES INC | 4.2 | +29% | +107% | UP+ | 0 | | | CRCT | CRICUT INC | 0.9 | +3% | -31% | DN- | 0 | | | ERII | ENERGY RECOVERY INC | 0.4 | -20% | -38% | DN- | 1 | |
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| 5 | ▸ Hospital & Medical Service Plans | +31.3% | 86% | 7 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HUM | HUMANA INC | 47.6 | +100% | +49% | UP+ | 0 | on board - CLONE+CLONE2 | | MOH | MOLINA HEALTHCARE INC | 12.0 | +57% | -18% | UP | 0 | on board - CLONE | | UNH | UNITEDHEALTH GROUP INC | 386.5 | +40% | +34% | UP+ | 0 | | | ELV | ELEVANCE HEALTH INC | 90.4 | +31% | +22% | UP+ | 0 | | | CI | CIGNA GROUP | 76.6 | +5% | -6% | UP | 0 | | | TRUP | TRUPANION INC | 1.2 | +3% | -58% | DN- | 0 | | | ALHC | ALIGNMENT HEALTHCARE INC | 4.1 | -6% | +17% | UP+ | 1 | on board - EARLY |
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| 6 | ▸ Printed Circuit Boards | +28.4% | 88% | 8 | 5 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| FLEX | FLEX LTD | 48.9 | +82% | +195% | UP+ | 0 | | | SANM | SANMINA CORP | 11.2 | +50% | +149% | UP+ | 0 | on board - BLOW | | TTMI | TTM TECHNOLOGIES INC | 15.1 | +37% | +300% | UP+ | 0 | | | BHE | BENCHMARK ELECTRONICS INC | 2.9 | +35% | +114% | UP+ | 0 | on board - MOM+BLOW+CLONE | | PLXS | PLEXUS CORP | 7.1 | +21% | +99% | UP+ | 0 | on board - MOM+RIDER | | CTS | CTS CORP | 1.7 | +16% | +46% | UP+ | 0 | on board - RIDER | | JBL | JABIL INC | 34.1 | +13% | +57% | UP+ | 0 | on board - CLONE | | KE | KIMBALL ELECTRONICS INC | 0.6 | -3% | +22% | DN | 0 | |
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| 7 | ▸ Air Transportation Scheduled | +25.1% | 100% | 7 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AAL | AMERICAN AIRLINES GROUP INC | 10.9 | +45% | +16% | UP+ | 0 | | | UAL | UNITED AIRLINES HOLDINGS INC | 41.0 | +31% | +30% | UP+ | 0 | | | DAL | DELTA AIR LINES INC | 57.3 | +29% | +61% | UP+ | 0 | on board - CLONE | | ALGT | ALLEGIANT TRAVEL CO | 2.0 | +25% | +52% | UP+ | 0 | | | LUV | SOUTHWEST AIRLINES CO | 23.8 | +21% | +25% | UP+ | 0 | | | ALK | ALASKA AIR GROUP INC | 5.3 | +19% | -15% | UP | 0 | | | SKYW | SKYWEST INC | 3.8 | +2% | -21% | UP | 0 | |
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| 8 | ▸ Semiconductors & Related Devices | +23.6% | 84% | 31 | 12 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PENG | PENGUIN SOLUTIONS INC | 4.0 | +255% | +186% | UP+ | 0 | on board - MOM+BLOW+CLONE | | ALAB | ASTERA LABS INC | 67.4 | +213% | +254% | UP+ | 0 | | | MU | MICRON TECHNOLOGY INC | 1071.6 | +133% | +622% | UP+ | 0 | on board - CLONE+CLONE2 | | AMD | ADVANCED MICRO DEVICES INC | 843.7 | +123% | +246% | UP+ | 0 | on board - CLONE | | MRVL | MARVELL TECHNOLOGY INC | 202.7 | +103% | +269% | UP+ | 0 | on board - CLONE | | AMAT | APPLIED MATERIALS INC | 453.0 | +48% | +139% | UP+ | 0 | | | TXN | TEXAS INSTRUMENTS INC | 274.2 | +45% | +37% | UP+ | 0 | | | KLIC | KULICKE & SOFFA INDUSTRIES INC | 5.5 | +44% | +178% | UP+ | 0 | on board - MOM+BLOW | | SHLS | SHOALS TECHNOLOGIES GROUP INC | 1.6 | +41% | +72% | UP+ | 0 | | | NXPI | NXP SEMICONDUCTORS NV | 71.7 | +39% | +33% | UP+ | 0 | | | ON | ON SEMICONDUCTOR CORP | 36.8 | +37% | +115% | UP+ | 0 | | | ENPH | ENPHASE ENERGY INC | 5.7 | +32% | +32% | UP+ | 1 | on board - CLONE | | AMKR | AMKOR TECHNOLOGY INC | 16.6 | +28% | +206% | UP+ | 0 | | | LSCC | LATTICE SEMICONDUCTOR CORP | 18.2 | +24% | +166% | UP+ | 0 | on board - MOM | | POWI | POWER INTEGRATIONS INC | 3.7 | +24% | +39% | UP+ | 0 | on board - MOM | | MTSI | MACOM TECHNOLOGY SOLUTIONS HOLDING | 23.3 | +24% | +150% | UP+ | 0 | | | MCHP | MICROCHIP TECHNOLOGY INC | 46.3 | +21% | +27% | UP+ | 0 | | | DIOD | DIODES INC | 4.3 | +18% | +85% | UP+ | 0 | on board - MOM+RIDER | | NVDA | NVIDIA CORP | 4939.7 | +12% | +30% | UP+ | 0 | | | FSLR | FIRST SOLAR INC | 24.1 | +12% | +58% | DN | 0 | |
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| 9 | ▸ Services-Commercial Physical & Biological Research | +22.3% | 100% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| NRC | NRC HEALTH | 0.5 | +28% | +19% | UP+ | 0 | | | EXEL | EXELIXIS INC | 14.1 | +27% | +19% | UP+ | 0 | on board - MOM | | INCY | INCYTE CORP | 23.4 | +22% | +52% | UP+ | 0 | | | IQV | IQVIA HOLDINGS INC | 34.0 | +18% | +13% | UP | 0 | | | MEDP | MEDPACE HOLDINGS INC | 15.2 | +2% | +42% | UP+ | 0 | |
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| 10 | ▸ Steel Works Blast Furnaces & Rolling Mills (Coke Ove | +22.2% | 80% | 5 | 0 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CRS | CARPENTER TECHNOLOGY CORP | 29.2 | +37% | +73% | UP+ | 0 | | | NUE | NUCOR CORP | 51.6 | +25% | +88% | UP+ | 0 | | | STLD | STEEL DYNAMICS INC | 33.0 | +22% | +103% | UP+ | 0 | | | MTUS | METALLUS INC | 0.8 | +11% | +22% | UP+ | 0 | | | CMC | COMMERCIAL METALS CO | 6.9 | -3% | +47% | DN | 0 | |
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| 11 | ▸ Trucking (No Local) | +21.9% | 100% | 9 | 7 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CVLG | COVENANT LOGISTICS GROUP INC | 1.1 | +58% | +76% | UP+ | 0 | on board - MOM+RIDER | | ARCB | ARCBEST CORP | 3.2 | +35% | +97% | UP+ | 0 | on board - MOM+CLONE+RIDER | | SNDR | SCHNEIDER NATIONAL INC | 6.3 | +27% | +49% | UP+ | 0 | on board - MOM+RIDER | | JBHT | HUNT J B TRANSPORT SERVICES INC | 26.1 | +23% | +92% | UP+ | 0 | | | MRTN | MARTEN TRANSPORT LTD | 1.4 | +22% | +36% | UP+ | 0 | on board - MOM | | KNX | KNIGHT-SWIFT TRANSPORTATION HOLDIN | 12.2 | +20% | +72% | UP+ | 0 | on board - MOM+CLONE+RIDER | | LSTR | LANDSTAR SYSTEM INC | 6.9 | +19% | +57% | UP+ | 0 | on board - MOM+RIDER | | ODFL | OLD DOMINION FREIGHT LINE INC | 45.4 | +5% | +49% | UP+ | 0 | | | SAIA | SAIA INC | 11.1 | +4% | +63% | UP+ | 0 | on board - CLONE+RIDER |
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| 12 | ▸ Services-Computer Programming Data Processing Etc. | +20.9% | 71% | 17 | 5 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| MGNI | MAGNITE INC | 2.9 | +67% | -40% | UP | 0 | | | TBLA | TABOOLACOM LTD | 1.5 | +61% | +24% | UP+ | 0 | on board - MOM+BLOW | | EVER | EVERQUOTE INC | 0.9 | +54% | -22% | UP | 0 | | | HSTM | HEALTHSTREAM INC | 0.8 | +39% | -8% | UP | 0 | | | APP | APPLOVIN CORP | 175.4 | +33% | +62% | DN | 0 | | | GRND | GRINDR INC | 2.8 | +31% | -51% | UP | 0 | on board - EARLY | | SABR | SABRE CORP | 0.8 | +28% | -50% | UP | 0 | | | PINS | PINTEREST INC | 12.6 | +24% | -40% | DN- | 0 | watchlist | | TRIP | TRIPADVISOR INC | 1.5 | +21% | -31% | UP | 0 | on board - CLONE | | DSP | VIANT TECHNOLOGY INC | 0.8 | +21% | -12% | UP | 0 | | | PPLI | PEOPLE INC | 3.5 | +17% | +9% | UP+ | 0 | on board - EARLY | | GOOGL | ALPHABET INC | 4385.0 | +14% | +109% | UP+ | 0 | on board - CLONE+CLONE2 | | FDS | FACTSET RESEARCH SYSTEMS INC | 8.8 | +12% | -42% | DN- | 0 | | | DV | DOUBLEVERIFY HOLDINGS INC | 1.7 | +11% | -34% | UP | 0 | | | ZM | ZOOM COMMUNICATIONS INC | 25.6 | +5% | +32% | UP+ | 0 | | | META | META PLATFORMS INC | 1531.0 | -1% | -17% | DN- | 0 | watchlist | | TTD | TRADE DESK INC | 9.0 | -6% | -73% | DN- | 0 | watchlist |
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