| 1 | ▸ Air Transportation Scheduled | +36.4% | 100% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ALGT | ALLEGIANT TRAVEL CO | 1.9 | +44% | +130% | UP+ | 0 | on board - MOM | | UAL | UNITED AIRLINES HOLDINGS INC | 41.7 | +43% | +51% | UP+ | 0 | | | SKYW | SKYWEST INC | 4.3 | +37% | -16% | UP | 0 | | | ALK | ALASKA AIR GROUP INC | 5.6 | +36% | -4% | UP | 0 | | | DAL | DELTA AIR LINES INC | 60.2 | +34% | +76% | UP+ | 0 | on board - CLONE | | LUV | SOUTHWEST AIRLINES CO | 23.0 | +23% | +66% | UP+ | 0 | |
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| 2 | ▸ Laboratory Analytical Instruments | +29.8% | 100% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ILMN | ILLUMINA INC | 29.9 | +42% | +84% | UP+ | 0 | | | RVTY | REVVITY INC | 12.9 | +33% | +30% | UP+ | 0 | on board - MOM | | BIO | BIO-RAD LABORATORIES INC | 9.0 | +30% | +23% | UP+ | 0 | on board - EARLY | | A | AGILENT TECHNOLOGIES INC | 39.5 | +25% | +15% | UP+ | 0 | | | MTD | METTLER TOLEDO INTERNATIONAL INC | 29.0 | +15% | +6% | UP | 0 | |
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| 3 | ▸ Wholesale-Computers & Peripheral Equipment & Softwar | +25.0% | 100% | 6 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HPE | HEWLETT PACKARD ENTERPRISE CO | 66.5 | +76% | +103% | UP+ | 0 | | | CLMB | CLIMB GLOBAL SOLUTIONS INC | 0.5 | +45% | -19% | UP | 0 | | | SCSC | SCANSOURCE INC | 1.2 | +38% | +31% | UP+ | 0 | on board - MOM | | SNX | TD SYNNEX CORP | 20.3 | +12% | +71% | UP+ | 0 | | | PLUS | EPLUS INC | 2.4 | +10% | +26% | UP+ | 0 | | | INGM | INGRAM MICRO HOLDING CORP | 6.4 | -0% | +32% | UP+ | 0 | |
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| 4 | ▸ Services-Commercial Physical & Biological Research | +24.7% | 100% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| IQV | IQVIA HOLDINGS INC | 38.4 | +45% | +11% | UP+ | 0 | | | MEDP | MEDPACE HOLDINGS INC | 16.0 | +37% | +31% | UP+ | 0 | on board - BLOW | | EXEL | EXELIXIS INC | 13.8 | +25% | +54% | UP+ | 0 | on board - MOM+RIDER | | INCY | INCYTE CORP | 24.0 | +22% | +56% | UP+ | 0 | | | NRC | NRC HEALTH | 0.4 | +8% | +85% | UP+ | 0 | |
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| 5 | ▸ Biological Products (No Disgnostic Substances) | +24.0% | 100% | 9 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AGEN | AGENUS INC | 0.3 | +95% | -37% | UP | 0 | | | TECH | BIO-TECHNE CORP | 11.3 | +32% | +30% | UP+ | 0 | on board - MOM | | HALO | HALOZYME THERAPEUTICS INC | 9.8 | +27% | +32% | UP+ | 0 | on board - MOM | | RGEN | REPLIGEN CORP | 8.3 | +24% | +22% | UP+ | 0 | on board - CLONE | | NBIX | NEUROCRINE BIOSCIENCES INC | 16.9 | +24% | +36% | UP+ | 0 | | | AMGN | AMGEN INC | 204.5 | +18% | +31% | UP+ | 0 | | | KRYS | KRYSTAL BIOTECH INC | 9.3 | +9% | +144% | UP+ | 0 | | | BIIB | BIOGEN INC | 29.8 | +8% | +69% | UP+ | 0 | | | GILD | GILEAD SCIENCES INC | 162.8 | -1% | +20% | UP+ | 0 | |
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| 6 | ▸ Computer Communications Equipment | +23.4% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 3.9 | +31% | +69% | UP+ | 0 | on board - MOM | | CSCO | CISCO SYSTEMS INC | 456.7 | +26% | +68% | UP+ | 0 | on board - CLONE | | DGII | DIGI INTERNATIONAL INC | 2.7 | +24% | +121% | UP+ | 0 | on board - MOM | | FFIV | F5 INC | 22.9 | +23% | +30% | UP+ | 0 | | | ATEN | A10 NETWORKS INC | 2.2 | +11% | +99% | UP+ | 0 | on board - MOM+RIDER | | ANET | ARISTA NETWORKS INC | 232.8 | +7% | +30% | UP+ | 0 | |
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| 7 | ▸ Surgical & Medical Instruments & Apparatus | +22.1% | 68% | 22 | 6 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| LQDA | LIQUIDIA CORP | 7.5 | +118% | +322% | UP+ | 1 | on board - MOM | | HAE | HAEMONETICS CORP | 3.9 | +57% | +1% | UP+ | 0 | | | ICUI | ICU MEDICAL INC | 4.3 | +46% | +21% | UP+ | 0 | on board - MOM+EARLY | | DXCM | DEXCOM INC | 32.9 | +45% | -12% | UP | 0 | | | UFPT | UFP TECHNOLOGIES INC | 2.1 | +39% | +20% | UP+ | 0 | | | MMSI | MERIT MEDICAL SYSTEMS INC | 5.1 | +38% | -16% | UP | 3 | on board - BLOW+INSIDER+CFO1ST | | ATRC | ATRICURE INC | 2.0 | +35% | -9% | UP | 0 | on board - EARLY | | TCMD | TACTILE SYSTEMS TECHNOLOGY INC | 0.7 | +33% | +214% | UP+ | 0 | | | BVS | BIOVENTUS INC | 1.1 | +32% | +61% | UP+ | 0 | on board - MOM+RIDER | | SOLV | SOLVENTUM CORP | 15.3 | +31% | +10% | UP+ | 0 | | | MMM | 3M CO | 91.4 | +26% | +10% | UP+ | 0 | | | MDXG | MIMEDX GROUP INC | 0.6 | +18% | -45% | DN- | 0 | | | SYK | STRYKER CORP | 130.9 | +18% | -16% | DN- | 0 | | | BDX | BECTON DICKINSON & CO | 46.9 | +17% | -9% | UP | 0 | | | RMD | RESMED INC | 31.2 | +3% | -22% | DN- | 0 | | | PEN | PENUMBRA INC | 12.7 | -1% | +26% | UP+ | 0 | | | PODD | INSULET CORP | 11.8 | -1% | -43% | DN- | 2 | | | INSP | INSPIRE MEDICAL SYSTEMS INC | 1.5 | -5% | -62% | DN- | 0 | | | LMAT | LEMAITRE VASCULAR INC | 2.4 | -7% | +28% | UP+ | 0 | | | NVCR | NOVOCURE LTD | 1.8 | -10% | +49% | UP+ | 0 | on board - BLOW |
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| 8 | ▸ Services-Medical Laboratories | +21.8% | 80% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CDNA | CAREDX INC | 2.5 | +128% | +138% | UP+ | 0 | on board - MOM+BLOW | | VCYT | VERACYTE INC | 3.6 | +34% | +143% | UP+ | 0 | | | LH | LABCORP HOLDINGS INC | 25.2 | +22% | +12% | UP+ | 0 | | | DGX | QUEST DIAGNOSTICS INC | 25.6 | +22% | +31% | UP+ | 0 | | | CAI | CARIS LIFE SCIENCES INC | 4.6 | -13% | -35% | DN- | 1 | watchlist |
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| 9 | ▸ Miscellaneous Fabricated Metal Products | +21.1% | 83% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CR | CRANE CO | 12.7 | +29% | +12% | UP+ | 0 | on board - MOM | | HLIO | HELIOS TECHNOLOGIES INC | 2.7 | +23% | +126% | UP+ | 0 | on board - BLOW | | CXT | CRANE NXT CO | 3.1 | +21% | -10% | UP | 2 | on board - CFO1ST+CLONE | | WTS | WATTS WATER TECHNOLOGIES INC | 11.7 | +21% | +42% | UP+ | 0 | on board - RIDER | | PH | PARKER-HANNIFIN CORP | 125.8 | +15% | +33% | UP+ | 0 | | | MWA | MUELLER WATER PRODUCTS INC | 4.0 | -5% | +2% | DN | 0 | |
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| 10 | ▸ Personal Credit Institutions | +20.3% | 80% | 10 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ENVA | ENOVA INTERNATIONAL INC | 6.4 | +58% | +125% | UP+ | 0 | on board - MOM | | ATLC | ATLANTICUS HOLDINGS CORP | 1.6 | +43% | +94% | UP+ | 0 | on board - MOM+BLOW | | WRLD | WORLD ACCEPTANCE CORP | 0.9 | +34% | +32% | UP+ | 0 | | | HAPN | HAPPEN INC | 2.4 | +23% | +26% | UP+ | 0 | | | SLM | SLM CORP | 5.1 | +21% | -18% | UP | 0 | | | OMF | ONEMAIN HOLDINGS INC | 7.4 | +20% | +11% | UP+ | 0 | | | CACC | CREDIT ACCEPTANCE CORP | 6.0 | +13% | +34% | UP+ | 0 | | | RM | REGIONAL MANAGEMENT CORP | 0.3 | +3% | +30% | DN | 0 | | | NNI | NELNET INC | 5.0 | -2% | +9% | UP+ | 0 | | | NCDL | NUVEEN CHURCHILL DIRECT LENDING CO | 0.6 | -13% | -12% | DN- | 0 | watchlist |
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| 11 | ▸ Life Insurance | +19.3% | 100% | 10 | 5 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PRU | PRUDENTIAL FINANCIAL INC | 42.7 | +28% | +15% | UP+ | 0 | | | LNC | LINCOLN NATIONAL CORP | 8.8 | +26% | +1% | UP | 0 | on board - EARLY | | MET | METLIFE INC | 62.0 | +23% | +22% | UP+ | 0 | | | VOYA | VOYA FINANCIAL INC | 9.1 | +23% | +38% | UP+ | 0 | on board - MOM | | GL | GLOBE LIFE INC | 14.3 | +21% | +29% | UP+ | 0 | on board - MOM+CLONE | | PRI | PRIMERICA INC | 9.9 | +18% | +14% | UP+ | 0 | | | CRBG | COREBRIDGE FINANCIAL INC | 14.3 | +17% | -13% | UP | 0 | on board - EARLY | | RGA | REINSURANCE GROUP OF AMERICA INC | 15.5 | +12% | +17% | UP+ | 0 | | | GNW | GENWORTH FINANCIAL INC | 3.8 | +11% | +22% | UP+ | 0 | | | FG | F&G ANNUITIES & LIFE INC | 3.9 | +3% | -9% | UP | 0 | on board - EARLY |
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| 12 | ▸ Instruments For Meas & Testing Of Electricity & Elec | +19.2% | 100% | 5 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| TRNS | TRANSCAT INC | 0.8 | +27% | +16% | UP+ | 0 | | | ITRI | ITRON INC | 4.4 | +20% | -32% | UP | 0 | on board - BLOW | | ALNT | ALLIENT INC | 1.5 | +19% | +116% | UP+ | 0 | on board - MOM | | TER | TERADYNE INC | 57.2 | +8% | +244% | UP+ | 0 | on board - CLONE | | VLTO | VERALTO CORP | 23.1 | +8% | -11% | UP | 0 | |
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