| 1 | ▸ Computer Storage Devices | +76.6% | 100% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SNDK | SANDISK CORP | 283.7 | +125% | +3464% | UP+ | 0 | on board - CLONE+CLONE2 | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 204.1 | +81% | +500% | UP+ | 0 | on board - CLONE | | NTAP | NETAPP INC | 33.1 | +77% | +57% | UP+ | 0 | | | WDC | WESTERN DIGITAL CORP | 200.8 | +70% | +703% | UP+ | 0 | | | P | EVERPURE INC | 26.4 | +30% | +20% | UP+ | 0 | |
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| 2 | ▸ Computer Communications Equipment | +48.3% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 4.4 | +94% | +58% | UP+ | 0 | on board - MOM+BLOW | | ATEN | A10 NETWORKS INC | 2.7 | +55% | +60% | UP+ | 0 | on board - MOM+RIDER | | FFIV | F5 INC | 24.3 | +49% | +31% | UP+ | 0 | | | CSCO | CISCO SYSTEMS INC | 478.1 | +48% | +77% | UP+ | 0 | on board - CLONE | | ANET | ARISTA NETWORKS INC | 235.4 | +27% | +43% | UP+ | 0 | | | DGII | DIGI INTERNATIONAL INC | 2.6 | +26% | +87% | UP+ | 0 | on board - MOM+RIDER |
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| 3 | ▸ Services-Help Supply Services | +40.3% | 80% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| KFRC | KFORCE INC | 1.0 | +95% | +12% | UP+ | 0 | | | AMN | AMN HEALTHCARE SERVICES INC | 1.3 | +81% | +39% | UP+ | 0 | on board - MOM+EARLY+BLOW | | RHI | ROBERT HALF INC | 3.3 | +40% | -22% | UP | 0 | | | BBSI | BARRETT BUSINESS SERVICES INC | 0.9 | +33% | -20% | UP | 0 | | | EFOR | EVERFORTH INC | 0.7 | -50% | -60% | DN- | 5 | watchlist |
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| 4 | ▸ Hospital & Medical Service Plans | +34.2% | 86% | 7 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HUM | HUMANA INC | 47.1 | +105% | +55% | UP+ | 0 | on board - CLONE+CLONE2 | | MOH | MOLINA HEALTHCARE INC | 12.2 | +60% | -14% | UP | 0 | on board - CLONE | | UNH | UNITEDHEALTH GROUP INC | 385.6 | +40% | +39% | UP+ | 0 | | | ELV | ELEVANCE HEALTH INC | 90.4 | +34% | +25% | UP+ | 0 | | | CI | CIGNA GROUP | 77.6 | +9% | -3% | UP | 0 | | | TRUP | TRUPANION INC | 1.1 | +5% | -58% | DN- | 0 | | | ALHC | ALIGNMENT HEALTHCARE INC | 4.1 | -3% | +38% | UP+ | 1 | on board - EARLY |
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| 5 | ▸ Special Industry Machinery Nec | +29.9% | 60% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ACMR | ACM RESEARCH INC | 6.8 | +114% | +179% | UP+ | 0 | on board - MOM | | LRCX | LAM RESEARCH CORP | 438.1 | +33% | +229% | UP+ | 0 | on board - CLONE | | ACLS | AXCELIS TECHNOLOGIES INC | 4.4 | +30% | +121% | UP+ | 0 | | | CRCT | CRICUT INC | 0.9 | +8% | -24% | DN- | 0 | | | ERII | ENERGY RECOVERY INC | 0.5 | -21% | -39% | DN- | 1 | |
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| 6 | ▸ Air Transportation Scheduled | +29.5% | 100% | 7 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AAL | AMERICAN AIRLINES GROUP INC | 11.2 | +50% | +23% | UP+ | 0 | on board - MOM | | UAL | UNITED AIRLINES HOLDINGS INC | 40.9 | +31% | +37% | UP+ | 0 | | | ALGT | ALLEGIANT TRAVEL CO | 2.0 | +30% | +64% | UP+ | 0 | | | DAL | DELTA AIR LINES INC | 57.4 | +30% | +62% | UP+ | 0 | on board - CLONE | | ALK | ALASKA AIR GROUP INC | 5.5 | +25% | -9% | UP | 0 | | | LUV | SOUTHWEST AIRLINES CO | 23.7 | +23% | +27% | UP+ | 0 | | | SKYW | SKYWEST INC | 4.0 | +6% | -18% | UP | 0 | |
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| 7 | ▸ Services-Computer Programming Data Processing Etc. | +27.8% | 76% | 17 | 6 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| MGNI | MAGNITE INC | 2.9 | +70% | -33% | UP | 0 | | | TBLA | TABOOLACOM LTD | 1.5 | +65% | +25% | UP+ | 0 | on board - MOM+BLOW | | EVER | EVERQUOTE INC | 0.9 | +65% | -22% | UP | 0 | | | HSTM | HEALTHSTREAM INC | 0.8 | +41% | -5% | UP | 0 | | | DSP | VIANT TECHNOLOGY INC | 0.9 | +39% | -16% | UP | 0 | | | GRND | GRINDR INC | 2.8 | +30% | -49% | UP | 0 | on board - EARLY | | APP | APPLOVIN CORP | 170.3 | +30% | +48% | DN | 0 | | | TRIP | TRIPADVISOR INC | 1.6 | +28% | -31% | UP | 0 | on board - CLONE | | PINS | PINTEREST INC | 12.6 | +28% | -39% | DN- | 0 | watchlist | | DV | DOUBLEVERIFY HOLDINGS INC | 1.8 | +22% | -33% | UP | 0 | | | SABR | SABRE CORP | 0.7 | +22% | -48% | UP | 0 | | | FDS | FACTSET RESEARCH SYSTEMS INC | 8.8 | +17% | -44% | DN- | 0 | | | PPLI | PEOPLE INC | 3.5 | +14% | +6% | UP+ | 0 | on board - EARLY | | ZM | ZOOM COMMUNICATIONS INC | 26.3 | +13% | +25% | UP+ | 0 | | | GOOGL | ALPHABET INC | 4327.6 | +13% | +107% | UP+ | 0 | on board - CLONE+CLONE2 | | META | META PLATFORMS INC | 1698.7 | +6% | -20% | UP | 0 | on board - CLONE | | TTD | TRADE DESK INC | 9.2 | -3% | -74% | DN- | 0 | watchlist |
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| 8 | ▸ Personal Credit Institutions | +27.5% | 100% | 10 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ENVA | ENOVA INTERNATIONAL INC | 5.9 | +64% | +54% | UP+ | 0 | on board - MOM+RIDER | | ATLC | ATLANTICUS HOLDINGS CORP | 1.5 | +57% | +56% | UP+ | 0 | on board - MOM+BLOW | | HAPN | HAPPEN INC | 2.3 | +38% | +41% | UP+ | 0 | | | CACC | CREDIT ACCEPTANCE CORP | 6.5 | +35% | +9% | UP+ | 0 | on board - MOM | | WRLD | WORLD ACCEPTANCE CORP | 0.9 | +34% | -3% | UP | 0 | | | RM | REGIONAL MANAGEMENT CORP | 0.4 | +21% | +13% | UP+ | 0 | | | SLM | SLM CORP | 4.7 | +17% | -29% | UP | 0 | | | OMF | ONEMAIN HOLDINGS INC | 6.8 | +8% | +2% | UP+ | 0 | | | NNI | NELNET INC | 4.8 | +1% | +4% | UP+ | 0 | | | NCDL | NUVEEN CHURCHILL DIRECT LENDING CO | 0.6 | -1% | -16% | UP | 0 | on board - INSIDER |
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| 9 | ▸ Services-Prepackaged Software | +24.6% | 41% | 69 | 7 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| TENB | TENABLE HOLDINGS INC | 4.4 | +148% | -25% | UP | 1 | on board - CFO1ST | | DDOG | DATADOG INC | 91.7 | +144% | +59% | UP+ | 0 | | | RPD | RAPID7 INC | 0.7 | +120% | -72% | UP | 0 | | | OKTA | OKTA INC | 24.1 | +120% | +21% | UP+ | 1 | | | QLYS | QUALYS INC | 5.4 | +100% | -25% | UP | 0 | | | CRWD | CROWDSTRIKE HOLDINGS INC | 190.6 | +98% | +26% | UP+ | 0 | | | TWLO | TWILIO INC | 32.6 | +82% | +68% | UP+ | 0 | on board - CLONE | | PD | PAGERDUTY INC | 0.8 | +80% | -45% | DN- | 0 | | | CVLT | COMMVAULT SYSTEMS INC | 6.2 | +69% | -31% | UP | 0 | | | GTLB | GITLAB INC | 5.5 | +67% | -35% | DN- | 1 | | | DDD | 3D SYSTEMS CORP | 0.5 | +60% | +63% | UP+ | 0 | | | NTNX | NUTANIX INC | 14.8 | +59% | -34% | UP | 0 | on board - BLOW | | CCSI | CONSENSUS CLOUD SOLUTIONS INC | 0.7 | +57% | +48% | UP+ | 0 | | | TEAM | ATLASSIAN CORP | 22.5 | +55% | -57% | DN- | 0 | | | GEN | GEN DIGITAL INC | 15.6 | +46% | -16% | UP | 0 | | | CDNS | CADENCE DESIGN SYSTEMS INC | 106.0 | +45% | +21% | UP+ | 0 | | | CLBT | CELLEBRITE DI LTD | 3.9 | +45% | -15% | UP | 0 | | | PDFS | PDF SOLUTIONS INC | 2.2 | +43% | +148% | UP+ | 0 | on board - MOM+BLOW | | PRGS | PROGRESS SOFTWARE CORP | 1.6 | +42% | -39% | UP | 0 | on board - BLOW | | ACIW | ACI WORLDWIDE INC | 5.7 | +41% | -6% | UP | 0 | |
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| 10 | ▸ Services-Commercial Physical & Biological Research | +24.2% | 100% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| NRC | NRC HEALTH | 0.5 | +32% | +21% | UP+ | 0 | | | EXEL | EXELIXIS INC | 14.2 | +28% | +20% | UP+ | 0 | on board - MOM | | IQV | IQVIA HOLDINGS INC | 34.7 | +24% | +15% | UP | 0 | | | INCY | INCYTE CORP | 23.3 | +21% | +50% | UP+ | 0 | | | MEDP | MEDPACE HOLDINGS INC | 15.4 | +9% | +45% | UP+ | 0 | |
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| 11 | ▸ Trucking (No Local) | +23.5% | 100% | 9 | 7 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CVLG | COVENANT LOGISTICS GROUP INC | 1.2 | +62% | +78% | UP+ | 0 | on board - MOM+RIDER | | ARCB | ARCBEST CORP | 3.3 | +36% | +110% | UP+ | 0 | on board - MOM+CLONE | | SNDR | SCHNEIDER NATIONAL INC | 6.4 | +29% | +48% | UP+ | 0 | on board - MOM+RIDER | | LSTR | LANDSTAR SYSTEM INC | 7.1 | +24% | +60% | UP+ | 0 | on board - MOM+RIDER | | JBHT | HUNT J B TRANSPORT SERVICES INC | 26.4 | +24% | +90% | UP+ | 0 | | | MRTN | MARTEN TRANSPORT LTD | 1.4 | +23% | +32% | UP+ | 0 | on board - MOM | | KNX | KNIGHT-SWIFT TRANSPORTATION HOLDIN | 12.2 | +22% | +71% | UP+ | 0 | on board - MOM+CLONE+RIDER | | ODFL | OLD DOMINION FREIGHT LINE INC | 47.3 | +9% | +49% | UP+ | 0 | | | SAIA | SAIA INC | 11.2 | +5% | +59% | UP+ | 0 | on board - CLONE+RIDER |
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| 12 | ▸ Wholesale-Computers & Peripheral Equipment & Softwar | +23.4% | 100% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HPE | HEWLETT PACKARD ENTERPRISE CO | 64.3 | +96% | +136% | UP+ | 0 | | | SCSC | SCANSOURCE INC | 1.1 | +39% | +15% | UP+ | 0 | on board - MOM | | SNX | TD SYNNEX CORP | 20.1 | +26% | +95% | UP+ | 0 | | | CLMB | CLIMB GLOBAL SOLUTIONS INC | 0.5 | +20% | -17% | UP | 0 | | | PLUS | EPLUS INC | 2.3 | +10% | +16% | UP+ | 0 | | | INGM | INGRAM MICRO HOLDING CORP | 6.7 | +7% | +42% | UP+ | 0 | on board - RIDER |
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