| 1 | ▸ Computer Storage Devices | +89.9% | 100% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SNDK | SANDISK CORP | 258.3 | +141% | +3863% | UP+ | 0 | on board - CLONE+CLONE2 | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 194.7 | +92% | +524% | UP+ | 0 | on board - CLONE | | WDC | WESTERN DIGITAL CORP | 199.0 | +90% | +805% | UP+ | 0 | | | NTAP | NETAPP INC | 32.0 | +62% | +72% | UP+ | 0 | | | P | EVERPURE INC | 25.8 | +27% | +44% | UP+ | 0 | |
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| 2 | ▸ Special Industry Machinery Nec | +49.2% | 67% | 6 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ACMR | ACM RESEARCH INC | 6.5 | +136% | +223% | UP+ | 0 | on board - MOM | | LRCX | LAM RESEARCH CORP | 437.9 | +59% | +249% | UP+ | 0 | on board - CLONE | | VECO | VEECO INSTRUMENTS INC | 3.3 | +55% | +186% | UP+ | 0 | on board - BLOW | | ACLS | AXCELIS TECHNOLOGIES INC | 4.3 | +44% | +118% | UP+ | 0 | | | CRCT | CRICUT INC | 0.9 | +8% | -34% | DN- | 0 | | | ERII | ENERGY RECOVERY INC | 0.5 | -14% | -38% | DN- | 1 | |
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| 3 | ▸ Printed Circuit Boards | +43.8% | 88% | 8 | 5 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| FLEX | FLEX LTD | 50.8 | +105% | +219% | UP+ | 0 | | | SANM | SANMINA CORP | 11.7 | +68% | +179% | UP+ | 0 | on board - BLOW | | TTMI | TTM TECHNOLOGIES INC | 15.5 | +56% | +354% | UP+ | 0 | | | BHE | BENCHMARK ELECTRONICS INC | 3.1 | +53% | +123% | UP+ | 0 | on board - MOM+BLOW+CLONE | | PLXS | PLEXUS CORP | 7.4 | +34% | +107% | UP+ | 0 | on board - MOM | | JBL | JABIL INC | 35.4 | +26% | +71% | UP+ | 0 | on board - CLONE | | CTS | CTS CORP | 1.7 | +25% | +51% | UP+ | 0 | on board - RIDER | | KE | KIMBALL ELECTRONICS INC | 0.6 | +8% | +29% | DN | 0 | |
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| 4 | ▸ Computer Communications Equipment | +43.5% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 4.1 | +103% | +56% | UP+ | 0 | on board - MOM+BLOW | | ATEN | A10 NETWORKS INC | 2.6 | +52% | +61% | UP+ | 0 | on board - MOM+RIDER | | DGII | DIGI INTERNATIONAL INC | 2.8 | +45% | +91% | UP+ | 0 | on board - MOM+RIDER | | CSCO | CISCO SYSTEMS INC | 449.2 | +42% | +89% | UP+ | 0 | on board - CLONE | | ANET | ARISTA NETWORKS INC | 218.2 | +37% | +72% | UP+ | 0 | | | FFIV | F5 INC | 23.6 | +36% | +37% | UP+ | 0 | |
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| 5 | ▸ Air Transportation Scheduled | +37.6% | 100% | 7 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AAL | AMERICAN AIRLINES GROUP INC | 11.7 | +63% | +17% | UP+ | 0 | on board - MOM | | UAL | UNITED AIRLINES HOLDINGS INC | 43.0 | +46% | +30% | UP+ | 0 | | | ALGT | ALLEGIANT TRAVEL CO | 2.1 | +43% | +40% | UP+ | 0 | | | DAL | DELTA AIR LINES INC | 60.2 | +38% | +59% | UP+ | 0 | on board - CLONE | | LUV | SOUTHWEST AIRLINES CO | 24.8 | +34% | +22% | UP+ | 0 | | | ALK | ALASKA AIR GROUP INC | 5.6 | +33% | -18% | UP | 0 | | | SKYW | SKYWEST INC | 3.9 | +6% | -23% | UP | 0 | |
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| 6 | ▸ Services-Help Supply Services | +36.7% | 80% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AMN | AMN HEALTHCARE SERVICES INC | 1.4 | +93% | +38% | UP+ | 0 | on board - MOM+EARLY+BLOW | | KFRC | KFORCE INC | 0.9 | +72% | +11% | UP+ | 0 | | | RHI | ROBERT HALF INC | 3.4 | +37% | -25% | UP | 0 | | | BBSI | BARRETT BUSINESS SERVICES INC | 0.9 | +26% | -24% | UP | 0 | | | EFOR | EVERFORTH INC | 0.7 | -55% | -61% | DN- | 5 | watchlist |
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| 7 | ▸ Hospital & Medical Service Plans | +35.5% | 86% | 7 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HUM | HUMANA INC | 47.2 | +116% | +36% | UP+ | 0 | on board - CLONE+CLONE2 | | MOH | MOLINA HEALTHCARE INC | 11.9 | +59% | -23% | UP | 0 | on board - CLONE | | UNH | UNITEDHEALTH GROUP INC | 379.6 | +49% | +25% | UP+ | 0 | | | ELV | ELEVANCE HEALTH INC | 88.6 | +35% | +14% | UP+ | 0 | | | ALHC | ALIGNMENT HEALTHCARE INC | 5.1 | +32% | +5% | UP+ | 1 | on board - EARLY | | TRUP | TRUPANION INC | 1.2 | +4% | -59% | DN- | 0 | | | CI | CIGNA GROUP | 74.6 | +3% | -14% | UP | 0 | |
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| 8 | ▸ Semiconductors & Related Devices | +32.5% | 83% | 30 | 13 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ALAB | ASTERA LABS INC | 74.2 | +267% | +310% | UP+ | 0 | | | MU | MICRON TECHNOLOGY INC | 1112.2 | +161% | +789% | UP+ | 0 | on board - CLONE+CLONE2 | | AMD | ADVANCED MICRO DEVICES INC | 900.2 | +151% | +292% | UP+ | 0 | on board - CLONE | | MRVL | MARVELL TECHNOLOGY INC | 218.1 | +128% | +307% | UP+ | 0 | on board - CLONE | | KLIC | KULICKE & SOFFA INDUSTRIES INC | 6.3 | +80% | +198% | UP+ | 0 | on board - MOM+BLOW | | AMAT | APPLIED MATERIALS INC | 470.7 | +68% | +166% | UP+ | 0 | | | SHLS | SHOALS TECHNOLOGIES GROUP INC | 1.8 | +61% | +127% | UP+ | 0 | on board - MOM | | TXN | TEXAS INSTRUMENTS INC | 276.2 | +53% | +47% | UP+ | 0 | | | ON | ON SEMICONDUCTOR CORP | 37.1 | +49% | +139% | UP+ | 0 | | | AMKR | AMKOR TECHNOLOGY INC | 17.3 | +49% | +240% | UP+ | 0 | on board - MOM | | NXPI | NXP SEMICONDUCTORS NV | 70.8 | +43% | +41% | UP+ | 0 | | | POWI | POWER INTEGRATIONS INC | 4.1 | +42% | +46% | UP+ | 0 | on board - MOM | | LSCC | LATTICE SEMICONDUCTOR CORP | 18.8 | +41% | +196% | UP+ | 0 | on board - MOM | | MTSI | MACOM TECHNOLOGY SOLUTIONS HOLDING | 25.0 | +41% | +179% | UP+ | 0 | | | DIOD | DIODES INC | 4.5 | +33% | +105% | UP+ | 0 | on board - MOM | | ENPH | ENPHASE ENERGY INC | 5.9 | +32% | +68% | UP+ | 1 | on board - CLONE | | MCHP | MICROCHIP TECHNOLOGY INC | 47.5 | +31% | +35% | UP+ | 0 | | | RMBS | RAMBUS INC | 12.2 | +23% | +163% | UP+ | 0 | on board - CLONE | | FSLR | FIRST SOLAR INC | 25.0 | +19% | +87% | DN | 0 | | | AVGO | BROADCOM INC | 1778.9 | +19% | +79% | UP+ | 1 | on board - CLONE+CLONE2 |
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| 9 | ▸ Steel Works Blast Furnaces & Rolling Mills (Coke Ove | +28.9% | 80% | 5 | 0 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CRS | CARPENTER TECHNOLOGY CORP | 30.8 | +57% | +78% | UP+ | 0 | | | NUE | NUCOR CORP | 51.0 | +32% | +88% | UP+ | 0 | | | STLD | STEEL DYNAMICS INC | 32.7 | +29% | +107% | UP+ | 0 | | | MTUS | METALLUS INC | 0.8 | +15% | +20% | UP+ | 0 | | | CMC | COMMERCIAL METALS CO | 6.9 | +3% | +49% | DN | 0 | |
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| 10 | ▸ Personal Credit Institutions | +28.6% | 90% | 10 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ATLC | ATLANTICUS HOLDINGS CORP | 1.4 | +73% | +34% | UP+ | 0 | on board - MOM+BLOW | | ENVA | ENOVA INTERNATIONAL INC | 5.8 | +69% | +38% | UP+ | 0 | on board - MOM | | CACC | CREDIT ACCEPTANCE CORP | 6.9 | +49% | -0% | UP+ | 0 | on board - MOM | | WRLD | WORLD ACCEPTANCE CORP | 0.9 | +41% | -4% | UP | 0 | | | HAPN | HAPPEN INC | 2.3 | +34% | +32% | UP+ | 0 | | | RM | REGIONAL MANAGEMENT CORP | 0.4 | +23% | +11% | UP+ | 0 | | | SLM | SLM CORP | 4.8 | +16% | -35% | UP | 0 | | | OMF | ONEMAIN HOLDINGS INC | 6.9 | +11% | -3% | UP+ | 0 | | | NNI | NELNET INC | 4.8 | +2% | +6% | UP+ | 0 | | | NCDL | NUVEEN CHURCHILL DIRECT LENDING CO | 0.6 | -2% | -15% | DN- | 0 | watchlist |
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| 11 | ▸ Services-Health Services | +25.9% | 80% | 5 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| LFST | LIFESTANCE HEALTH GROUP INC | 4.3 | +72% | +57% | UP+ | 0 | on board - MOM+RIDER | | PNTG | PENNANT GROUP INC | 1.4 | +33% | +17% | UP+ | 0 | on board - MOM | | PRVA | PRIVIA HEALTH GROUP INC | 3.4 | +26% | -6% | UP+ | 0 | on board - EARLY | | TALK | TALKSPACE INC | 0.9 | +1% | +98% | UP+ | 0 | | | USPH | U S PHYSICAL THERAPY INC | 1.1 | -0% | -21% | DN- | 0 | |
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| 12 | ▸ Miscellaneous Fabricated Metal Products | +25.8% | 83% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| WTS | WATTS WATER TECHNOLOGIES INC | 12.3 | +29% | +25% | UP+ | 0 | | | CR | CRANE CO | 12.7 | +28% | -3% | UP+ | 0 | | | CXT | CRANE NXT CO | 3.0 | +26% | -35% | UP | 2 | on board - INSIDER+CFO1ST+CLONE | | HLIO | HELIOS TECHNOLOGIES INC | 2.7 | +26% | +138% | UP+ | 0 | on board - MOM+BLOW | | PH | PARKER-HANNIFIN CORP | 122.5 | +7% | +21% | UP+ | 0 | | | MWA | MUELLER WATER PRODUCTS INC | 4.0 | -8% | +3% | DN | 0 | |
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