| 1 | ▸ Services-Help Supply Services | +52.5% | 80% | 5 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| KFRC | KFORCE INC | 1.0 | +89% | +14% | UP+ | 0 | on board - MOM+BLOW | | AMN | AMN HEALTHCARE SERVICES INC | 1.3 | +65% | +59% | UP+ | 0 | on board - MOM+BLOW+RIDER | | RHI | ROBERT HALF INC | 4.3 | +53% | -17% | UP | 0 | on board - MOM | | BBSI | BARRETT BUSINESS SERVICES INC | 1.0 | +34% | -23% | UP | 0 | | | EFOR | EVERFORTH INC | 0.8 | -54% | -59% | DN- | 5 | watchlist |
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| 2 | ▸ Computer Storage Devices | +48.8% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SNDK | SANDISK CORP | 206.0 | +52% | +4618% | UP+ | 0 | on board - CLONE+CLONE2 | | NTAP | NETAPP INC | 31.6 | +51% | +46% | UP+ | 0 | | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 179.9 | +49% | +632% | UP+ | 0 | on board - CLONE | | WDC | WESTERN DIGITAL CORP | 168.0 | +30% | +965% | UP+ | 0 | | | P | EVERPURE INC | 23.2 | +3% | +27% | DN | 0 | |
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| 3 | ▸ Petroleum Refining | +37.1% | 100% | 8 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PBF | PBF ENERGY INC | 7.6 | +70% | +57% | UP+ | 0 | on board - MOM | | DINO | HF SINCLAIR CORP | 16.3 | +57% | +56% | UP+ | 2 | on board - MOM+RIDER | | MPC | MARATHON PETROLEUM CORP | 92.1 | +48% | +43% | UP+ | 0 | | | VLO | VALERO ENERGY CORP | 93.0 | +39% | +70% | UP+ | 0 | | | PSX | PHILLIPS 66 | 83.7 | +35% | +38% | UP+ | 0 | | | SUN | SUNOCO LP | 15.3 | +19% | +29% | UP+ | 0 | on board - MOM+EARLY | | XOM | EXXON MOBIL CORP | 614.9 | +1% | +30% | UP+ | 0 | | | COP | CONOCOPHILLIPS | 140.9 | +0% | +24% | UP+ | 0 | |
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| 4 | ▸ Computer Communications Equipment | +28.9% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 4.0 | +66% | +76% | UP+ | 0 | on board - MOM+BLOW | | ATEN | A10 NETWORKS INC | 2.6 | +32% | +81% | UP+ | 0 | on board - MOM+RIDER | | FFIV | F5 INC | 23.2 | +31% | +28% | UP+ | 0 | | | CSCO | CISCO SYSTEMS INC | 436.3 | +27% | +75% | UP+ | 0 | on board - CLONE | | DGII | DIGI INTERNATIONAL INC | 2.4 | +16% | +101% | UP+ | 0 | on board - MOM | | ANET | ARISTA NETWORKS INC | 213.2 | +1% | +47% | UP+ | 0 | |
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| 5 | ▸ Hospital & Medical Service Plans | +20.2% | 86% | 7 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HUM | HUMANA INC | 47.8 | +90% | +64% | UP+ | 0 | on board - CLONE+CLONE2 | | MOH | MOLINA HEALTHCARE INC | 12.0 | +53% | -4% | UP+ | 0 | on board - CLONE | | UNH | UNITEDHEALTH GROUP INC | 382.8 | +31% | +42% | UP+ | 0 | | | ELV | ELEVANCE HEALTH INC | 82.9 | +20% | +32% | UP+ | 0 | | | CI | CIGNA GROUP | 75.1 | +2% | -2% | UP | 0 | | | ALHC | ALIGNMENT HEALTHCARE INC | 4.4 | -2% | +63% | UP+ | 1 | | | TRUP | TRUPANION INC | 1.2 | -7% | -54% | DN- | 0 | |
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| 6 | ▸ Services-Commercial Physical & Biological Research | +18.7% | 100% | 5 | 0 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXEL | EXELIXIS INC | 14.0 | +27% | +17% | UP+ | 0 | | | INCY | INCYTE CORP | 23.1 | +19% | +44% | UP+ | 0 | | | NRC | NRC HEALTH | 0.5 | +19% | +22% | UP+ | 0 | | | IQV | IQVIA HOLDINGS INC | 34.0 | +15% | +5% | UP | 0 | | | MEDP | MEDPACE HOLDINGS INC | 15.1 | -0% | +43% | UP+ | 0 | |
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| 7 | ▸ Trucking (No Local) | +17.6% | 100% | 9 | 7 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CVLG | COVENANT LOGISTICS GROUP INC | 1.2 | +56% | +76% | UP+ | 0 | on board - MOM+RIDER | | ARCB | ARCBEST CORP | 3.5 | +33% | +84% | UP+ | 0 | on board - MOM+CLONE+RIDER | | SNDR | SCHNEIDER NATIONAL INC | 6.6 | +25% | +41% | UP+ | 0 | on board - MOM+RIDER | | LSTR | LANDSTAR SYSTEM INC | 7.2 | +19% | +56% | UP+ | 0 | on board - MOM+RIDER | | MRTN | MARTEN TRANSPORT LTD | 1.4 | +18% | +30% | UP+ | 0 | on board - MOM | | JBHT | HUNT J B TRANSPORT SERVICES INC | 27.4 | +16% | +77% | UP+ | 0 | | | KNX | KNIGHT-SWIFT TRANSPORTATION HOLDIN | 12.3 | +16% | +62% | UP+ | 0 | on board - MOM+CLONE+RIDER | | ODFL | OLD DOMINION FREIGHT LINE INC | 48.2 | +4% | +35% | UP+ | 0 | | | SAIA | SAIA INC | 11.4 | -4% | +46% | UP+ | 0 | on board - CLONE+RIDER |
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| 8 | ▸ Services-Miscellaneous Amusement & Recreation | +16.7% | 67% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| RSI | RUSH STREET INTERACTIVE INC | 8.0 | +50% | +92% | UP+ | 0 | on board - MOM+BLOW+RIDER | | PRKS | UNITED PARKS & RESORTS INC | 2.1 | +26% | -3% | UP | 0 | | | MSGE | MADISON SQUARE GARDEN ENTERTAINMEN | 3.6 | +22% | +79% | UP+ | 0 | on board - MOM+RIDER | | MTN | VAIL RESORTS INC | 5.2 | +12% | -14% | UP | 0 | | | DKNG | DRAFTKINGS INC | 12.1 | +6% | -40% | DN- | 0 | watchlist | | DIS | WALT DISNEY CO | 167.4 | -9% | -17% | DN- | 0 | |
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| 9 | ▸ Air Transportation Scheduled | +16.1% | 100% | 7 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AAL | AMERICAN AIRLINES GROUP INC | 10.0 | +24% | +24% | UP+ | 0 | | | DAL | DELTA AIR LINES INC | 55.6 | +19% | +48% | UP+ | 0 | on board - CLONE | | UAL | UNITED AIRLINES HOLDINGS INC | 38.1 | +19% | +27% | UP+ | 0 | | | LUV | SOUTHWEST AIRLINES CO | 23.6 | +16% | +30% | UP+ | 0 | | | ALGT | ALLEGIANT TRAVEL CO | 1.9 | +13% | +83% | UP+ | 0 | | | ALK | ALASKA AIR GROUP INC | 5.1 | +6% | -9% | UP | 0 | | | SKYW | SKYWEST INC | 3.9 | +4% | -20% | UP | 0 | |
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| 10 | ▸ Life Insurance | +15.7% | 100% | 10 | 5 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| VOYA | VOYA FINANCIAL INC | 8.9 | +31% | +28% | UP+ | 0 | on board - MOM | | GL | GLOBE LIFE INC | 14.3 | +22% | +42% | UP+ | 0 | on board - MOM+CLONE+RIDER | | MET | METLIFE INC | 59.8 | +21% | +14% | UP+ | 0 | | | CRBG | COREBRIDGE FINANCIAL INC | 14.3 | +17% | -14% | UP | 0 | on board - EARLY | | PRU | PRUDENTIAL FINANCIAL INC | 40.9 | +17% | +9% | UP+ | 0 | | | FG | F&G ANNUITIES & LIFE INC | 4.1 | +15% | -12% | UP | 0 | on board - EARLY | | GNW | GENWORTH FINANCIAL INC | 3.9 | +14% | +20% | UP+ | 0 | | | RGA | REINSURANCE GROUP OF AMERICA INC | 15.8 | +14% | +9% | UP+ | 0 | | | LNC | LINCOLN NATIONAL CORP | 8.0 | +13% | +12% | UP | 0 | on board - EARLY | | PRI | PRIMERICA INC | 9.6 | +12% | +7% | UP+ | 0 | |
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| 11 | ▸ Services-Prepackaged Software | +13.0% | 51% | 69 | 10 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| RPD | RAPID7 INC | 0.8 | +105% | -70% | UP | 0 | | | DDOG | DATADOG INC | 93.7 | +103% | +58% | UP+ | 0 | | | OKTA | OKTA INC | 25.8 | +96% | +23% | UP+ | 1 | | | TENB | TENABLE HOLDINGS INC | 4.2 | +93% | -19% | UP | 1 | on board - CFO1ST | | QLYS | QUALYS INC | 5.5 | +91% | -20% | UP | 0 | | | CRWD | CROWDSTRIKE HOLDINGS INC | 202.1 | +83% | +45% | UP+ | 0 | | | PD | PAGERDUTY INC | 0.8 | +59% | -41% | UP | 0 | | | GTLB | GITLAB INC | 5.8 | +57% | -40% | UP | 1 | | | CVLT | COMMVAULT SYSTEMS INC | 6.1 | +53% | -26% | UP | 0 | | | TWLO | TWILIO INC | 31.2 | +41% | +49% | UP+ | 0 | on board - CLONE | | NTNX | NUTANIX INC | 14.9 | +36% | -38% | UP | 0 | on board - BLOW | | TEAM | ATLASSIAN CORP | 24.5 | +35% | -56% | DN- | 0 | | | AVPT | AVEPOINT INC | 2.8 | +32% | -43% | UP | 0 | | | GEN | GEN DIGITAL INC | 16.1 | +31% | -19% | UP | 0 | | | CCSI | CONSENSUS CLOUD SOLUTIONS INC | 0.7 | +29% | +64% | UP+ | 0 | | | BOX | BOX INC | 4.3 | +29% | -23% | UP | 0 | | | INTA | INTAPP INC | 2.2 | +28% | -49% | DN- | 0 | | | ESTC | ELASTIC NV | 6.5 | +28% | -32% | DN- | 0 | watchlist | | DUOL | DUOLINGO INC | 6.2 | +28% | -66% | DN- | 0 | | | DT | DYNATRACE INC | 13.0 | +26% | -22% | UP | 0 | |
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| 12 | ▸ Retail-Auto Dealers & Gasoline Stations | +12.8% | 62% | 13 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| KMX | CARMAX INC | 7.9 | +38% | -24% | UP | 4 | on board - INSIDER+CFO1ST | | SAH | SONIC AUTOMOTIVE INC | 3.0 | +35% | +5% | UP+ | 0 | on board - MOM | | MUSA | MURPHY USA INC | 11.5 | +26% | +36% | UP+ | 0 | on board - MOM+EARLY | | OPLN | OPENLANE INC | 4.1 | +22% | +47% | UP+ | 0 | on board - MOM+EARLY+BLOW+RIDER | | PAG | PENSKE AUTOMOTIVE GROUP INC | 12.9 | +21% | +8% | UP+ | 0 | | | CASY | CASEYS GENERAL STORES INC | 32.1 | +13% | +66% | UP+ | 1 | | | LAD | LITHIA MOTORS INC | 7.4 | +13% | -4% | UP | 0 | | | RUSHA | RUSH ENTERPRISES INC | 5.8 | +0% | +31% | UP+ | 0 | | | ABG | ASBURY AUTOMOTIVE GROUP INC | 3.9 | -1% | -17% | DN- | 0 | | | AN | AUTONATION INC | 6.6 | -6% | -5% | DN- | 0 | | | GPI | GROUP 1 AUTOMOTIVE INC | 3.6 | -13% | -24% | DN- | 0 | | | CPRT | COPART INC | 25.5 | -19% | -36% | DN- | 0 | | | CVNA | CARVANA CO | 70.4 | -20% | -9% | DN- | 0 | |
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