| 1 | ▸ Services-Help Supply Services | +55.3% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| KFRC | KFORCE INC | 1.0 | +83% | +7% | UP+ | 0 | on board - MOM+BLOW | | AMN | AMN HEALTHCARE SERVICES INC | 1.3 | +59% | +65% | UP+ | 0 | on board - MOM+BLOW+RIDER | | RHI | ROBERT HALF INC | 4.1 | +55% | -18% | UP | 0 | | | BBSI | BARRETT BUSINESS SERVICES INC | 1.0 | +33% | -25% | UP | 0 | | | EFOR | EVERFORTH INC | 0.9 | +3% | -69% | DN- | 5 | watchlist |
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| 2 | ▸ Petroleum Refining | +28.1% | 100% | 8 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PBF | PBF ENERGY INC | 7.4 | +55% | +87% | UP+ | 0 | on board - MOM | | DINO | HF SINCLAIR CORP | 16.4 | +48% | +60% | UP+ | 2 | on board - MOM+RIDER | | MPC | MARATHON PETROLEUM CORP | 91.2 | +38% | +51% | UP+ | 0 | | | VLO | VALERO ENERGY CORP | 90.5 | +29% | +87% | UP+ | 0 | | | PSX | PHILLIPS 66 | 83.3 | +28% | +43% | UP+ | 0 | | | SUN | SUNOCO LP | 15.3 | +15% | +29% | UP+ | 0 | on board - MOM+EARLY | | XOM | EXXON MOBIL CORP | 641.5 | +5% | +28% | UP+ | 0 | | | COP | CONOCOPHILLIPS | 140.8 | -4% | +15% | UP+ | 0 | |
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| 3 | ▸ Air Transportation Scheduled | +26.3% | 100% | 6 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SKYW | SKYWEST INC | 4.3 | +32% | -12% | UP | 0 | | | UAL | UNITED AIRLINES HOLDINGS INC | 39.1 | +31% | +50% | UP+ | 0 | | | DAL | DELTA AIR LINES INC | 57.0 | +28% | +70% | UP+ | 0 | on board - CLONE | | ALGT | ALLEGIANT TRAVEL CO | 1.8 | +25% | +119% | UP+ | 0 | | | LUV | SOUTHWEST AIRLINES CO | 22.2 | +19% | +60% | UP+ | 0 | | | ALK | ALASKA AIR GROUP INC | 5.3 | +17% | +5% | UP | 0 | |
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| 4 | ▸ Computer Communications Equipment | +25.7% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 3.9 | +72% | +75% | UP+ | 0 | on board - MOM+BLOW | | FFIV | F5 INC | 23.0 | +37% | +28% | UP+ | 0 | | | CSCO | CISCO SYSTEMS INC | 451.6 | +30% | +77% | UP+ | 0 | on board - CLONE | | ATEN | A10 NETWORKS INC | 2.4 | +21% | +88% | UP+ | 0 | on board - MOM+RIDER | | DGII | DIGI INTERNATIONAL INC | 2.6 | +20% | +108% | UP+ | 0 | on board - MOM | | ANET | ARISTA NETWORKS INC | 215.0 | -1% | +45% | UP+ | 0 | |
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| 5 | ▸ Services-Commercial Physical & Biological Research | +25.3% | 100% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| MEDP | MEDPACE HOLDINGS INC | 16.5 | +40% | +14% | UP+ | 0 | on board - BLOW | | IQV | IQVIA HOLDINGS INC | 35.6 | +30% | -7% | UP | 0 | | | NRC | NRC HEALTH | 0.5 | +25% | +49% | UP+ | 0 | | | EXEL | EXELIXIS INC | 14.0 | +25% | +19% | UP+ | 0 | | | INCY | INCYTE CORP | 23.7 | +24% | +53% | UP+ | 0 | |
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| 6 | ▸ Computer Storage Devices | +24.3% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| NTAP | NETAPP INC | 33.3 | +57% | +50% | UP+ | 0 | | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 183.2 | +37% | +577% | UP+ | 0 | on board - CLONE | | WDC | WESTERN DIGITAL CORP | 171.6 | +24% | +881% | UP+ | 0 | | | SNDK | SANDISK CORP | 189.3 | +19% | +5452% | UP+ | 0 | on board - CLONE+CLONE2 | | P | EVERPURE INC | 24.7 | +0% | +26% | DN | 0 | |
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| 7 | ▸ Services-Miscellaneous Amusement & Recreation | +22.7% | 67% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PRKS | UNITED PARKS & RESORTS INC | 2.1 | +32% | -10% | UP | 0 | | | RSI | RUSH STREET INTERACTIVE INC | 7.4 | +30% | +107% | UP+ | 0 | on board - MOM+BLOW | | MTN | VAIL RESORTS INC | 5.3 | +25% | -10% | UP | 0 | | | MSGE | MADISON SQUARE GARDEN ENTERTAINMEN | 3.7 | +20% | +99% | UP+ | 0 | on board - MOM+RIDER | | DKNG | DRAFTKINGS INC | 12.0 | +2% | -48% | DN- | 0 | watchlist | | DIS | WALT DISNEY CO | 167.8 | -5% | -19% | DN- | 0 | |
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| 8 | ▸ Laboratory Analytical Instruments | +19.5% | 100% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ILMN | ILLUMINA INC | 28.7 | +47% | +65% | UP+ | 0 | | | RVTY | REVVITY INC | 12.1 | +25% | +12% | UP+ | 0 | | | A | AGILENT TECHNOLOGIES INC | 38.9 | +19% | +13% | UP+ | 0 | | | BIO | BIO-RAD LABORATORIES INC | 8.5 | +10% | +14% | UP+ | 0 | on board - EARLY | | MTD | METTLER TOLEDO INTERNATIONAL INC | 27.0 | +5% | -1% | UP | 0 | |
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| 9 | ▸ Wholesale-Computers & Peripheral Equipment & Softwar | +19.1% | 100% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HPE | HEWLETT PACKARD ENTERPRISE CO | 63.8 | +69% | +132% | UP+ | 0 | | | SCSC | SCANSOURCE INC | 1.1 | +37% | +23% | UP+ | 0 | on board - MOM | | CLMB | CLIMB GLOBAL SOLUTIONS INC | 0.5 | +29% | -10% | UP | 0 | | | SNX | TD SYNNEX CORP | 19.6 | +9% | +92% | UP+ | 0 | on board - MOM+RIDER | | PLUS | EPLUS INC | 2.3 | +6% | +24% | UP+ | 0 | | | INGM | INGRAM MICRO HOLDING CORP | 6.8 | -3% | +33% | UP+ | 0 | |
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| 10 | ▸ Services-Prepackaged Software | +19.0% | 49% | 69 | 10 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| DDOG | DATADOG INC | 89.7 | +90% | +51% | UP+ | 0 | | | OKTA | OKTA INC | 23.9 | +80% | +22% | UP+ | 1 | | | CVLT | COMMVAULT SYSTEMS INC | 6.2 | +69% | -19% | UP | 0 | | | RPD | RAPID7 INC | 0.6 | +61% | -69% | DN- | 0 | | | TENB | TENABLE HOLDINGS INC | 3.6 | +58% | -17% | UP | 1 | on board - CFO1ST | | CRWD | CROWDSTRIKE HOLDINGS INC | 183.4 | +58% | +47% | UP+ | 0 | | | QLYS | QUALYS INC | 4.7 | +58% | -17% | UP | 0 | | | GTLB | GITLAB INC | 5.6 | +53% | -41% | UP | 1 | | | PD | PAGERDUTY INC | 0.8 | +45% | -42% | DN- | 0 | | | GEN | GEN DIGITAL INC | 16.1 | +41% | -22% | UP | 0 | | | PRGS | PROGRESS SOFTWARE CORP | 1.6 | +41% | -40% | UP | 0 | on board - BLOW | | NTNX | NUTANIX INC | 15.4 | +39% | -37% | UP | 0 | on board - BLOW | | TEAM | ATLASSIAN CORP | 24.3 | +39% | -63% | DN- | 0 | | | TWLO | TWILIO INC | 29.5 | +36% | +45% | UP+ | 0 | on board - CLONE | | CCSI | CONSENSUS CLOUD SOLUTIONS INC | 0.7 | +34% | +62% | UP+ | 0 | | | ACIW | ACI WORLDWIDE INC | 5.9 | +33% | +4% | UP | 0 | | | INTA | INTAPP INC | 2.3 | +33% | -47% | DN- | 0 | | | FRSH | FRESHWORKS INC | 3.0 | +30% | -36% | UP | 0 | on board - EARLY | | AVPT | AVEPOINT INC | 2.7 | +29% | -44% | UP | 0 | | | DUOL | DUOLINGO INC | 6.2 | +29% | -67% | DN- | 0 | |
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| 11 | ▸ Biological Products (No Disgnostic Substances) | +18.9% | 88% | 8 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| NBIX | NEUROCRINE BIOSCIENCES INC | 17.7 | +38% | +25% | UP+ | 0 | on board - MOM | | TECH | BIO-TECHNE CORP | 11.2 | +30% | +22% | UP+ | 0 | | | KRYS | KRYSTAL BIOTECH INC | 10.4 | +29% | +140% | UP+ | 0 | on board - MOM | | HALO | HALOZYME THERAPEUTICS INC | 9.7 | +26% | +24% | UP+ | 0 | on board - MOM | | AMGN | AMGEN INC | 203.1 | +11% | +18% | UP+ | 0 | | | RGEN | REPLIGEN CORP | 7.4 | +11% | +19% | DN | 0 | watchlist | | BIIB | BIOGEN INC | 29.5 | +11% | +52% | UP+ | 0 | | | GILD | GILEAD SCIENCES INC | 162.0 | +3% | +12% | UP+ | 0 | |
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| 12 | ▸ Surgical & Medical Instruments & Apparatus | +14.9% | 64% | 22 | 6 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| LQDA | LIQUIDIA CORP | 7.5 | +126% | +310% | UP+ | 1 | on board - MOM | | NVCR | NOVOCURE LTD | 2.0 | +36% | +20% | UP+ | 0 | on board - BLOW | | HAE | HAEMONETICS CORP | 3.6 | +32% | +5% | UP+ | 0 | | | ICUI | ICU MEDICAL INC | 4.0 | +31% | +15% | UP+ | 0 | on board - EARLY | | ATRC | ATRICURE INC | 1.9 | +29% | -7% | UP | 0 | on board - EARLY | | MDXG | MIMEDX GROUP INC | 0.6 | +28% | -44% | DN- | 0 | | | UFPT | UFP TECHNOLOGIES INC | 1.9 | +26% | +7% | UP+ | 0 | | | BVS | BIOVENTUS INC | 1.0 | +24% | +52% | UP+ | 0 | on board - MOM+RIDER | | MMM | 3M CO | 91.9 | +23% | +15% | UP+ | 0 | | | DXCM | DEXCOM INC | 28.3 | +19% | -21% | UP | 0 | | | SOLV | SOLVENTUM CORP | 13.9 | +15% | +5% | UP+ | 0 | | | TCMD | TACTILE SYSTEMS TECHNOLOGY INC | 0.6 | +15% | +173% | UP+ | 0 | | | MMSI | MERIT MEDICAL SYSTEMS INC | 4.5 | +13% | -16% | UP | 3 | on board - CFO1ST | | BDX | BECTON DICKINSON & CO | 43.8 | +7% | -16% | DN- | 0 | | | SYK | STRYKER CORP | 129.1 | +3% | -20% | DN- | 0 | | | PEN | PENUMBRA INC | 12.6 | -3% | +38% | UP+ | 0 | | | INSP | INSPIRE MEDICAL SYSTEMS INC | 1.5 | -8% | -66% | DN- | 0 | | | RMD | RESMED INC | 29.5 | -8% | -27% | DN- | 0 | | | PODD | INSULET CORP | 11.4 | -12% | -46% | DN- | 2 | | | LMAT | LEMAITRE VASCULAR INC | 2.3 | -13% | +17% | UP+ | 0 | |
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