Barrons 12 18 2023

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T H E E V B U B B L E H A S B U R S T. W H AT T O D O N O W • PA G E 1 3
VOL. CIII NO. 51 DECEMBER 18, 2023 $5.00
MARKET OUTLOOK
Why the bulls will continue to run PAGE 18
PLUS: Our 10 favorite stocks for the new year PAGE 22
>
63142
C O NT EN TS 12.18.23 VOL.CIII NO.51
COVER STORY P. 16 P. 31
P. 18
Economy: A Squeeze
2024 Outlook: What’s The Unicorns of Clean Energy on Small Businesses
Ahead for Investors Clean-energy start-ups are working on everything from carbon capture to battery The rate-hike pain afflicting mom-
The stock market party could keep recycling. Five have the scale to become major players in a game-changing industry: and-pop businesses could be a red
rolling next year as interest rates Li-Cycle, Climeworks, Solugen, Oklo, and Redwood Materials. By AVI SALZMAN flag for the broader economy.
dip and earnings rise, our six By MEGAN CASSELLA
experts say. How to play it.
By NICHOLAS JASINSKI P. 34
P. 22
Trader: Good Tidings
Are Likely to Linger
Our 10 Favorite Stocks Rest easy for the rest of the year.
for the New Year By CARLETON ENGLISH
Barron’s best ideas for the next 12
months include BioNTech, Barrick P. 38
Gold, and Berkshire Hathaway.
By ANDREW BARY
International: 7 Stocks
for India’s Bull Market
By CRAIG MELLOW
P. 13
P. 39
Don’t Kick All EV
Stocks to the Curb Striking Price: How to

The electric-vehicle bubble has Navigate Market Risks
burst, but investment opportunities The U.S. election, Fed policy, and
remain. Here are three auto other potential market movers.
makers that can go the distance. By STEVEN M. SEARS
By AL ROOT
P. 63
P. 14
Retirement: The RMD
New SEC Rules Could A Solugen bio-based chemicals Deadline Draws Near
Stymie Stock Activism manufacturing facility in Houston
Failure to take required minimum
Regulators are chipping away at distributions could be costly.
the secrecy that hedge funds rely By ELIZABETH O’BRIEN
upon to influence stocks. What the
critics say. P. 62
By JOE LIGHT
T H E E V B U B B L E H A S B U R S T. W H AT T O D O N O W • PA G E 1 3
P. 7 P. 29
Other Voices: Japan
P. 27 Might Not Cut Rates
Up & Down Wall Street: Income: Enough With
VOL. CIII NO. 51 DECEMBER 18, 2023 $5.00
’Tis the Season for Felix Zulauf’s Warning the Payout Suspensions
By WILLIAM PESEK
Channeling St. Nick MARKET OUTLOOK

The former Barron’s Roundtable It’s time for American Airlines,
Holiday spending has become member expects a nasty correction. Royal Caribbean, Carnival, and Barron’s Roundtable
Why the bulls will continue to run PAGE 18
PLUS: Our 10 favorite stocks for the new year PAGE 22
>
63142
crucial to the U.S. economy. It all By RANDALL W. FORSYTH Boeing to reinstate their dividends.
started with a famous poem. Cover illustration by By AL ROOT on Fox Business
Michael Freimuth
By KENNETH G. PRINGLE P. 11 Watch Fridays at 7:30 p.m. ET, and
P. 30 Saturdays and Sundays at 9:30
P. 32 © 2023 Dow Jones & Company,
Streetwise: Join the a.m. and 10:30 a.m. ET. This week,
Inc. All Rights Reserved.
‘Buy Amazon’ Crowd Tech Trader: These insights from Nuveen’s Saira
Where to Find Good Our newspapers are 100% sourced
from sustainable certified mills. By JACK HOUGH Stocks Are Still Buys Malik. Plus, stock ideas for a lower
Deals in Real Estate BARRON’S (USPS 044-700) (ISSN
1077-8039) Published every
The Magnificent Seven could post interest-rate environment.
Q&A: Cathy Marcus, co-CEO of P. 28 another year of outsize gains—but
Courtesy Solugen
Monday. Editorial and Publication
Headquarters: 1211 Avenue of
PGIM Real Estate, sees a rebound there are plenty of other ways to
ahead for REITs, retail, and senior
the Americas, New York, N.Y.
10036. Periodicals postage paid at
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By SHAINA MISHKIN By LEWIS BRAHAM By ERIC J. SAVITZ
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visit www.sectorspdrs.com. Read the prospectus carefully before investing.
The S&P 500, SPDRs®, and Select Sector SPDRs® are registered trademarks of Standard & Poor’s Financial Services LLC. and have been licensed for use. The stocks included in each Select Sector Index were selected by the compilation agent.
Their composition and weighting can be expected to differ to that in any similar indexes that are published by S&P. The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S.
stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. Investors cannot invest directly in an index.
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4 BARRON’S December 18, 2023
I N D EX
Our index lists significant companies mentioned in stories and columns, For Customer Service, call 1 (800) 544-0422, or go to
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Hilton Worldwide . . . . . . . . . . . . . . . . . . . . . . . . . . 22 iShares MSCI Mexico . . . . . . . . . . . . . . . . . . . . . . . 8 Knight-Swift Transportation . . . . . . . . . . . . . . . 22

A Accenture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,22 HireRight Holdings . . . . . . . . . . . . . . . . . . . . . . . . 40 iShares MSCI USA Quality Factor . . . . . . . . . 22
Adobe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Hollysys Automation Technologies . . . . . . . . . 40 iShares Russell 2000 . . . . . . . . . . . . . . . . . . . . . . . 28 L Las Vegas Sands . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Advanced Micro Devices . . . . . . . . . . . . . . . . . . . 30 Howmet Aerospace . . . . . . . . . . . . . . . . . . . . . . . . 22 iShares Semiconductor . . . . . . . . . . . . . . . . . . . . . 22 L3Harris Technologies . . . . . . . . . . . . . . . . . . . . . 42
Aegis Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 HP Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 iShares 3-7 Year Treasury Bond . . . . . . . . . . . 20 Larsen & Toubro . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Alcoa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Li-Cycle Holdings . . . . . . . . . . . . . . . . . . . . . . . . . 16
Alibaba Group Holding . . . . . . . . . . . . . . . . . . . . 22 I IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 J JPMorgan Chase . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20,22,30 ICICI Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 M Macy’s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Amazon.com . . . . . . . . . . . . . . . . . . 11,16,20,22,27,30 Invesco Solar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 K Keros Therapeutics . . . . . . . . . . . . . . . . . . . . . . . . 40 Madison Square Garden Sports . . . . . . . . . . . . 22
American Airlines Group . . . . . . . . . . . . . . . . . . . 29 iShares MBS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 KeyCorp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Marathon Oil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Apollo Hospitals Enterprise . . . . . . . . . . . . . . . 38 Mattel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Apple . . . . . . . . . . . . . . . . . . . . . . . . 11,20,22,25,30,34 Meta Platforms . . . . . . . . . . . . . . . . . . . . . . 20,22,30
Arista Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Micron Technology . . . . . . . . . . . . . . . . . . . . . . 12,30
ARK Innovation . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Microsoft . . . . . . . . . . . . . . . . . . . . 11,20,22,25,30,42
Avis Budget Group . . . . . . . . . . . . . . . . . . . . . . . . 26 Moderna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25,41
Axis Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
N Nike . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
B Baidu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Norfolk Southern . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Barrick Gold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Nuveen High Yield Municipal Bond . . . . . . . . 20
Beacon Roofing Supply . . . . . . . . . . . . . . . . . . . . 40 Lachlan Murdoch, Executive Chairman, News Corp Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20,22,30,34
Berkshire Hathaway . . . . . . . . . . . . . . . . . . . . . . . 22 Rupert Murdoch, Chairman Emeritus, News Corp
BioNTech . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Robert Thomson, CEO, News Corp Almar Latour, CEO, Dow Jones O Oberweis Micro-Cap . . . . . . . . . . . . . . . . . . . . . . . 28
Blackstone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Occidental Petroleum . . . . . . . . . . . . . . . . . . . 35,41
Boeing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 EXECUTIVE VICE PRESIDENT AND GENERAL MANAGER Dan Shar Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30,41
Bridgeway Small-Cap Value . . . . . . . . . . . . . . . . 28 O’Reilly Automotive . . . . . . . . . . . . . . . . . . . . . . . . 22
EDITOR IN CHIEF David Cho
Bridgeway Ultra-Small Company Market . . 28
Britannia Industries . . . . . . . . . . . . . . . . . . . . . . . 38 EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin P Paccar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Broadcom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30,41 Paradigm Micro-Cap . . . . . . . . . . . . . . . . . . . . . . . 28
DEPUTY EDITORS Alex Eule, Ben Levisohn Paramount Global . . . . . . . . . . . . . . . . . . . . . . . . . . 14

C Cadence Design Systems . . . . . . . . . . . . . . . . . . 22 EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt PayPal Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Canadian National Railway . . . . . . . . . . . . . . . . 40 EDITOR AT LARGE Andy Serwer PepsiCo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Canadian Pacific Kansas City . . . . . . . . . . . . . . 40 Permian Resources . . . . . . . . . . . . . . . . . . . . . . . . 36
Carnival . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 MANAGING EDITORS Kristen Bellstrom, Matt Bemer, Daren Fonda, Amey Stone, Joe Woelfel Pfizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25,41
Carrier Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Pioneer Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Caterpillar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 ASSISTANT MANAGING EDITORS Henry Cutter, Mel Gray, Anita Hamilton, Mary Romano, Pioneer Natural Resources . . . . . . . . . . . . . . . . . 35
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25,35 Robert Sabat, Rupert Steiner (London bureau chief)
Cigna Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Q Qualcomm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Citizens Financial . . . . . . . . . . . . . . . . . . . . . . . . . . 36 ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz
Civitas Resources . . . . . . . . . . . . . . . . . . . . . . . . . . 36 SENIOR WRITERS Bill Alpert, Megan Cassella, Lauren Foster, Nicholas Jasinski, Tae Kim, R Rivian Automotive . . . . . . . . . . . . . . . . . . . . . . . . . 41
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Roku . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Megan Leonhardt, Joe Light, Elizabeth O’Brien, Al Root, Avi Salzman
Coinbase Global. . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Rover Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Comcast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Jacob Adelman, Janet H. Cho, Adam Clark, Emily Dattilo, Jack Denton, Catherine Dunn,
REPORTERS Royal Caribbean Group . . . . . . . . . . . . . . . . . . . . 29
Comerica . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Carleton English, Sabrina Escobar, Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis,
ConocoPhillips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 S Salesforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Costco Wholesale . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Angela Palumbo, Teresa Rivas, Connor Smith, Jacob Sonenshine, Brian Swint, Karishma Vanjani, Andrew Welsch S&P Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
CSX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 STORY EDITORS Ed Lin, Erin McCarthy, Liz Moyer, Patrick O’Donnell, Stacy Ozol, Sasol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Cummins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Snowflake . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Ross Snel, Neal Templin, J.J. Thompson SolarEdge Technologies . . . . . . . . . . . . . . . . . . . 41
D Dell Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . 30 COPY DESK Michael J. Burlingham, Robert Teitelman Southwest Airlines . . . . . . . . . . . . . . . . . . . . . . . . . 29
Delta Air Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Southwestern Energy . . . . . . . . . . . . . . . . . . . . . . 36
Devon Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 IDEAS EDITOR Matt Peterson SPDR S&P 500 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
DFA US Micro Cap . . . . . . . . . . . . . . . . . . . . . . . . 28 SPDR S&P Regional Banking . . . . . . . . . . . . . 36
Diamondback Energy . . . . . . . . . . . . . . . . . . . . . . 35 DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary Stellantis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
DraftKings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Nick Devor, Clare McKeen
T Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,20,22,30
E Esquire Financial Holdings . . . . . . . . . . . . . . . . 28 Chelsea Schiff
HEAD OF VISUALS Titan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Etsy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41,42 ART DIRECTORS Lynne Carty, Shayanne Gal, Nick Hallam, Sue Ng Toll Brothers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . 17,25,35
DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Alis Atwell, Halie Chavez, Nicole Silver
U U-Haul Holding . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
F FedEx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 RESEARCHER Dan Lam Union Pacific . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Fidelity Blue Chip Growthn . . . . . . . . . . . . . . . . 12
Fluence Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima V Veris Residential . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Ford Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Visa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
ADVERTISING SERVICES MANAGER James H. Balmer
Franklin MicroCap Value . . . . . . . . . . . . . . . . . . 28
NEWS editors@barrons.com STATISTICS barronsstats@barrons.com CUSTOMER SERVICE 800-544-0422 W Walmart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
H Harrow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Walt Disney . . . . . . . . . . . . . . . . . . . . . . . . . . 15,27,40
GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Jack Otter
Hasbro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Wasatch Micro Cap Value . . . . . . . . . . . . . . . . . . 28
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December 18, 2023
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UP & D OWN WALL STREET

Felix Zulauf sees the market being vulnerable to a
shock, which could be a bankruptcy of a major
company or another war breaking out.
Don’t Count on a
tinue on a glide path to the Fed’s 2% stocks, he points out. All of which
target, he suggests. Bond yields could makes markets vulnerable to any dis-
then spike back above 5% and upset appointment.
the so-called everything rally in stocks High on Zulauf’s worry list is the
‘Soft Landing,’ This

and other risky assets. chance of worsening geopolitical cri-
Zulauf saw hints of this scenario of ses. Beyond Russia’s war with
more resilient growth and less benign Ukraine and the Israel-Hamas war, he
inflation in the shift in leadership in sees the rising risk of the large nations
Market Veteran Warns

the stock market. From the Magnifi- of the U.S., China, and Russia being
cent Seven megacap technology stocks drawn into such a military conflict.
to cyclical and deep-value names, that For instance, he hypothesizes, if Israel
change points to the economy—and widens the war to take on Hezbollah
inflation—holding up longer than the in Syria, that could draw Russia and
market expects, he contends. Iran into the conflict.
K
After that, Zulauf sees the market All of which is highly speculative,
eep dancing, but stay through the 4% mark, to 3.91%, in the being vulnerable to a shock, which but Zulauf says he is trying to see
close to the exit door. wake of the Fed’s policy shift. could be a bankruptcy of a major com- what could happen. And his key point
That’s the mes- This nearly ideal current alignment pany, perhaps related to real estate, or is that it wouldn’t take much to trigger
sage from Felix Zu- of economic factors—moderate another war breaking out. Events a decline in a technically overextended
lauf, the esteemed growth, easing inflation, and the pros- such as these arise when markets are market.
former member of pect of more accommodative mone- in a weak technical position, as he That’s especially the case with what
Barron’s Roundtable tary policy—is likely to give way to sees it is now, with the major U.S. in- he sees as a stagnating world econ-
and a longtime friend of this column, BY RANDALL something less favorable, Zulauf says. dexes dominated by a few megacap omy, or worse, in 2024. Global gross
who now heads up Zulauf Consulting, W. FORSYTH As the legendary former Merrill technology names. domestic product is growing at just
a research firm catering to institu- Lynch market strategist Bob Farrell And notwithstanding the recent 1.5%, after inflation, a pace that was
tional investors. once commented to him, when 4,000 shift in leadership among equities, he consistent with recession in the past
New highs for the stock market experts agree on the outlook, some- calls the concentration at the top of the 50 years, he says. Europe is stagnating
may lie ahead, he warns, but be pre- thing else is going to happen. market worse than at the peak of dot- or in a recession, as is China.
pared for a nasty drop early in the What that might be is almost by com bubble in 2000 or in the Nifty The latter’s property market will be
new year, either resulting from disap- definition unknown. Perhaps the so- Fifty era of the early 1970s. The current taken care of over the next 10 to 15
pointment that the now-heralded soft called soft landing, the approach on “fashion” of indexing, as he calls it, years, he says. But as it does so, China
landing for the economy doesn’t mate- which the consensus says the U.S. exacerbates this trend. Some 62% of will no longer be a locomotive for
rialize as investors assume—or worse, economy is embarked, turns out to be global capital goes into the U.S. market global growth and will instead try to
an even more fraught geopolitical no landing at all. In which case, infla- to match the indexes, and then 30% of boost exports and curb imports. Eu-
event than the world has seen thus far. tion remains sticky and doesn’t con- that gets funneled into just seven rope also has structural problems of
The market is in the third leg of the declining populations and expensive
mini bull market that lifted off from energy resulting from “green” policies.
the lows of the fall of 2022, he related That has rendered the continent un-
in a recent telephone interview. That, Felix Zulauf, president of competitive while it is weak militarily,
Switzerland-based Zulauf
he added, should take the S&P 500 Consulting, calls indexing Zulauf argues.
index to a new record of 4900, which a “fashion.” Japan, meanwhile, is supported by
represented a more impressive ad- a relatively weak yen that results from
vance when we chatted. At the time, its very easy monetary policy, notably
the U.S. stock benchmark was mired yield curve control, which artificially
in the mid-4500 range, rather than lowers bond yields. When that policy
above 4700 late this past week fol- changes, the yen will strengthen, with
lowing the Federal Reserve’s apparent repercussions for Japan and the rest of
pivot toward sharper interest-rate the world, Zulauf says.
cuts in 2024. The Tokyo stock market has been
Photograph by Scanderbeg Sauer
Zulauf also anticipated a rally in boosted by the cheap currency, which

the bond market, but also sees rela- he suggests is undervalued by as
tively less scope for further yield de- much as 40%. When that changes,
clines. (Bond prices move inversely to Japan’s stock market will be an under-
their yields.) The 10-year Treasury performer. The rest of the world has
yield, which was around 4.20% when also benefited by borrowing cheap yen
we chatted, could fall to around at nearly zero interest, he adds. A cor-
3.70%, he reckoned. Since then, the rection of the weak yen would cut off
benchmark note yield has fallen that source of inexpensive financing.
Up & Down Wall Street (continued)
Put Digital One bright spot for global investors is

Mexico, Zulauf says. With “nearshoring”
moving production closer to the U.S., its
neighbor to the south has benefited. The
saw reductions in the coming year.
Specifically, the SEP envisioned a median
federal-funds rate of 4.6% by December
2024, down from the previous projection of
Assets to
iShares MSCI Mexico exchange-traded 5.1% made back at the September FOMC
fund has reflected that, with a 33.2% total meeting. That implies three one-quarter-
return for 2023 through Dec. 13, according point reductions in the coming year, from
to Morningstar data. the current target range of 5.25% to 5.50%.
It should be noted that Zulauf had an- But the markets, which already had dis-
Work ticipated a weak 2023 when we last caught

up with him a year ago. He attributes the
better-than-expected showing to the Fed’s
strong reaction to the spate of bank fail-
ures, led by Silicon Valley Bank in March,
counted those moves and more, raced fur-
ther ahead to price in more than six quar-
ter-point cuts following Powell’s
Wednesday press conference, sparking furi-
ous rallies in bonds and stocks alike. The
which led to an expansion of liquidity. benchmark 10-year Treasury note, which
Now, as noted, investors may be disap- was just above 5% in mid-October, tumbled
pointed that the Fed doesn’t ease as aggres- through 4%, while stocks soared, with the
Blockchain ETF sively as they expect. And that was before venerable Dow industrials setting a record.
the most recent update in the central bank’s The markets’ action might have conjured
projections for three cuts totaling three- one of Maestro Greenspan’s other famous
BKCH quarters of a percentage point by next De-

cember. The financial futures market has
front-run that, pricing in reductions total-
turn of phrases: “irrational exuberance.”
Apparently to counter that, New York Fed
President John Williams went on CNBC
ing twice that much this past week. Friday morning to say the panel isn’t talking
Zulauf’s main message is that world about rate cuts yet. It should be noted the
markets are in the midst of a volatile de- president of the New York Fed is also the
cade where nimble traders will be re- vice chair of the FOMC and has a permanent
warded over buy-and-hold investors. The vote on the panel, as opposed to the other 11
sharp correction he anticipates early next reserve banks that are on an annual rotation.
year will provide the opportunity to re-en- Even so, more than a few market pros
ter the market at lower prices. But strap on were wondering whether the motivation for
1 (888) 493-8631 your seat belts for the ride. the Fed’s apparent pivot was more political
GLOBALXETFS.COM than economic in nature. Of the central
I
can’t believe it, but I miss Alan bank’s dual mandates, only one needs to be
Greenspan. brought into line. The jobless rate was 3.7%

The former Fed chairman raised in November, full employment by any stan-
® obfuscation to an art form. As he once dard. But inflation remains well above the
Beyond Ordinary ETFs memorably remarked, “I know you think Fed’s 2% target. “Core” consumer prices,
you understand what you thought I said, which exclude food and energy, were up
Investing involves risk, including the possible loss of principal. The investable but I’m not sure you realize that what you 4.0% in the 12 months to November.
universe of companies in which BKCH may invest may be limited. Narrowly heard is not what I meant.” It’s rare for the Fed to cut rates when
focused investments typically exhibit higher volatility. Investments in blockchain Now the Eccles Building in Washington core CPI exceeds the unemployment rate,
companies may be subject to the following risks: the technology is new and may be likened to a modern-day monetary Bank of America strategists led by Michael
many of its uses may be untested; theft, loss or destruction of key(s) to access Tower of Babel, with another 12 outposts Hartnett wrote in research note Friday. If
the blockchain; intense competition and rapid product obsolescence; in the various Fed district banks. The vari- the Fed cuts by 1.5 percentage points in
cybersecurity incidents; lack of liquid markets; slow adoption rates; lack ous Fed governors and presidents speak 2024, as priced into fed-funds futures, it
of regulation; third party product defects or vulnerabilities; reliance on the out early and often, albeit not always with would recall its 1975 pivot, given the current
Internet; and line of business risk. Blockchain technology may never develop one voice, sometimes leading to more con- jobless rate under 4% and secular inflation
optimized transactional processes that lead to realized economic returns for any fusion than when Greenspan’s syntax confirmed by the declining dollar and gold
company in which the Fund invests. formed a fog around the Fed. bull market, they noted.
In the latest instance, Jerome Powell, the That said, cynics in the market (of
Carefully consider the Fund’s investment objectives, risk factors, charges current Fed chairman, set off a frenzy of which there are more than a few) suspect
and expenses before investing. This and additional information can be buying stocks and bonds this past Wednes- the Fed’s expected tilt toward easing has
found in the Fund’s full or summary prospectus, which are available at day with his comment that future interest- something to do with 2024 being an elec-
globalxetfs.com. Read the prospectus carefully before investing. rate cuts were a topic of discussion at the tion year. And others took note that lower
just-concluded Federal Open Market Com- short-term interest rates would help the
Shares of ETFs are bought and sold at market price (not NAV) mittee policy meeting. That seemed to con- Treasury’s massive financing job, which
and are not individually redeemed from the Fund. Brokerage tradict what he said just 12 days earlier— relies heavily on short-term T-bills.
commissions will reduce returns. Distributed by SEI Investments that it was premature to speculate about As always, the Fed’s actions ultimately
Distribution Co. such an easing of Fed policy. But the new will speak loudest. B
FOMC Summary of Economic Projections
from the panel’s members suggested they email: randall.forsyth@barrons.com
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ST R E E T W I S E
For a $1.5 trillion dollar company, Amazon remains
a peppy grower. J.P. Morgan predicts 13% overall
revenue growth next year.
I’m Bravely Following

much of its Prime shipping could be prove cost and speed.”
done in one day rather than two. An- In three years, Amazon could gen-
other was to build out its cloud infra- erate $100 billion in free cash, on its
structure with artificial intelligence way to rivaling Microsoft, Apple, and,
The Bullish Crowd on

chips and software to allow ordinary depending on the price of crude in any
tech departments to perform valuable given year, Saudi Arabia’s oil monop-
new tricks with their data. oly for the title of most cash-genera-
That investment push took capital tive company on earth. I’m not clear
This Booming Stock

expenditures from less than $13 bil- on how Amazon would put all of that
lion in 2019 to $58 billion last year. It money to work, even if it wanted to.
also turned free cash flow sharply For scale, the U.S. Navy’s shiny new
negative for the past two years. But nuclear supercarrier, the USS Gerald
now the spending is bearing fruit. R. Ford, is the world’s largest and
This year, the consensus puts free most expensive warship, costing 30%
J
cash flow at $38 billion. JPM sees it more than initial estimates. With $100
ust call me Top Gun Maver- share prices. hitting $53 billion next year and $74 billion in free cash flow, Amazon
ick, because I’ve got a For a $1.5 trillion company, Ama- billion in 2025. It calls Amazon its top could pay sticker price for seven of
boldly contrarian invest- zon remains a peppy grower—and large-cap internet pick. Its price target them a year. I’m guessing a dividend
ment idea for 2024. Real maybe a reaccelerating one. J.P. Mor- of $190 implies 29% upside from re- would make more sense than going
defy-the-crowd stuff. It’s gan predicts 13% overall revenue cent levels, and works out to 25 times into the strike-group-as-a-service
Amazon.com stock. growth next year, excluding the effect projected 2025 free cash flow. business, but you get the idea. Ama-
I’m not the first to notice of currency swings. That’s two points How expensive is that? Using year- zon is cheaper than it looks, based on
it. OK, it’s the world’s most recom- BY JACK faster than its estimate for this year. after-next free cash projections for an approaching swell of free cash that
mended stock. Among 57 Wall Street HOUGH And it springs from both of Amazon’s two other companies that are big in appears both epic and inevitable.
forecasters who cover it, 56 say to buy. biggest businesses. retail and cloud computing, Amazon
N
The lone Negative Ned says hold. In Amazon Web Services, the cloud at $190 would be only slightly more ow a quick word on batter-
Also, Amazon has already had a computing business, revenue growth expensive than Walmart and a bit ies. Higher interest rates
teensy bit of a run. Shares have multi- next year is pegged at 17%, up from cheaper than Microsoft. haven’t been kind to the so-
plied seven times in value over the 13% this year. And in retail, including This assumes that Amazon won’t lar business, including the
past decade, including a 75% gain just Amazon’s online stores and its third- just find new ways to spend all of that shares. The Invesco Solar ETF has
this year. They’re not quite in the party services for other sellers, reve- incoming money. But already baked lost 30% this year. But BofA Securities
deep-value bin, either, at 40 times this nue could rise 11% next year, up from into those free cash estimates is the came away from hosting its yearly En-
year’s projected free cash flow, versus 9% this year. The growth surge will expectation that yearly capital expen- ergy Storage Conference calling it “the
25 times for the S&P 500. pad margins. JPM predicts $51 billion ditures will remain well north of $50 single most upbeat in our history.”
But that’s just it. According to a in operating profit next year, for a billion, leaving Amazon the biggest Utilities still need help smoothing
consensus of old investment tropes, 7.9% margin, up two points. spender in the S&P 500 by far. out power production from all those
the stock must be headed for trouble. This upshift didn’t come cheaply. Opportunities abound for more new solar and wind farms. Firing up
Avoid herd mentality, they say. Don’t Back in 2019, Amazon cleared more revenue growth and margin improve- natural gas when needed is an op-
chase past performance. Buy low. than $25 billion in free cash, which ment. Some 90% of information tech- tion, but so are utility-scale batteries,
That means that recommending had ramped up from less than $2 bil- nology is still handled on-premises, and demand for those is growing
Amazon at this point is so conformist lion in just five years. Then it set off leaving plenty of room for cloud mi- faster than for natural-gas genera-
that only a daredevil would attempt it. on a massive investment spree. One gration. Of retail, Amazon CEO Andy tion, not least because the price of
It’s a classic double-contrarian re- goal was to improve its order fulfill- Jassy recently said, “We have a long lithium ion phosphate used to make
verse. If you need me, I’ll be out here ment network to the point where way before being out of ideas to im- batteries has plunged by nearly
on this limb. three-quarters this year.
To see why Amazon could continue BofA predicts a “step function in-
outperforming in 2024, let’s look at crease in storage deployments”—a lot
some recent financial estimates. There BARRONS.COM/PODCASTS more, in other words, especially in
is relevance here to more than just California for policy reasons and
those holding or considering the
stock. The top 10 companies in the
S&P 500 recently made up 35% of the
Barron’s Streetwise Texas for economic ones. To invest in
the trend, the bank recommends
shares of a $4 billion utility battery
index’s value, the most since the 2000 In a weekly podcast by Barron’s, columnist Jack Hough looks specialist called Fluence Energy. It’s
internet stock bubble. Index fund at the companies, people, and trends you should be watching. threatening to turn to profitability this
holders have thrived over the past This is Wall Street like you’ve never heard before. Subscribe year, after which sales are seen dou-
decade, but returns from here could to Barron’s Streetwise on Spotify, Apple Podcasts, bling over three years, to $6 billion. B
depend on how soon Amazon and or your favorite listening app.
some of its peers can grow into their email: jack.hough@barrons.com
R E VIEW & PREV IEW 37,305.16 541.85

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Dow Industrials: + 1057.29 Dow Global Index: + 13.60
LAST WEEK TH IS WEEK
Markets. Stocks ticked up slightly to Tuesday 12/19

start the week. On Tuesday, the con-
sumer price index’s headline price The Bank of Japan announces its
growth dipped to an annualized 3.1% monetary-policy decision. The central
in November. The next day, the Fed- bank is expected to keep its key short-
eral Reserve left interest rates un- term interest rate at negative 0.1%.
changed and said cuts could come The BOJ might tweak its yield-curve
next year. All three indexes climbed, control policy, which aims for a target
with the Dow Jones Industrial Aver- yield of 0% on Japanese 10-year
age topping 37,000 for the first time. bonds with a ceiling of 1%. Many
The European Central Bank and Bank strategists see this as a precursor to
of England followed the Fed on Thurs- the BOJ ending both negative interest
day in holding rates steady. Novem- rates and the yield-curve control pol-
ber’s U.S. retail sales soared past esti- icy in the first half of 2024. The yen
mates. The 10-year Treasury yield has rallied about 6% against the U.S.
was below 4% for the first time since dollar after hitting a multidecade low
July. U.S. mortgage rates fell below in mid-November.
7%. The Dow industrials, S&P 500,
Shooting for
Market Beaters and Nasdaq Composite were up 2.9%, Accenture and FedEx are among the
The ARK and Fidelity funds are 2.5%, and 2.85%, respectively, for the few large-cap companies releasing
both trouncing the indexes. week. All three indexes finished with results in a quiet earnings week.
The Moon
YTD Total Return seven consecutive weeks of gains. Accenture reports before the opening
0% 25 50 75 bell on Tuesday, and FedEx after the
Ark Innovation Companies. Pfizer’s 2024 guidance market close. Memory-chip maker
ETF was billions of dollars short of what Micron Technology announces
Fidelity Blue investors anticipated. The stock earnings on Wednesday, and sneaker
A little crypto can do a lot for a portfolio these Chip Growth ETF slid...Tesla recalled two million vehi- giant Nike on Thursday.
days. Just ask Cathie Wood. Her ARK Innovation Nasdaq cles to fix a driver-assistance fea-
Composite
exchange-traded fund went from a 67% loss in ture...The U.N.’s COP28 climate talks
2022 to a 66% gain this year, thanks in good part
Russell 1000
Growth ended with a landmark agreement to Friday 12/22
to its top holding, Coinbase Global. Shares of the transition away from fossil fuels.
crypto exchange nearly quadrupled as Bitcoin S&P 500 The Bureau of Economic Analysis
roared back to life. Returns through Dec. 14 Source: Bloomberg
Deals. Occidental Petroleum ac- releases the Personal-Consumption
ARK Innovation has now pulled ahead of Fidel- quired privately held energy producer Expenditures Price Index for Novem-
ity Blue Chip Growth in the race to take top hon- CrownRock for $12 billion...Arkhouse ber. Consensus estimate is for the PCE
Divergent Strategies
ors for the year among diversified stock ETFs, ac- Management and Brigade Capital to increase 2.8% year over year, two-
ARK's top holdings are smaller and
cording to Investor’s Business Daily. Fidelity’s ETF Management made a $5.8 billion offer tenths of a percentage point less than
more specialized than Fidelity's.
is in second place, ahead 55%. for Macy’s, The Wall Street Journal in October. The core PCE, which ex-
Wood has long invested in Coinbase, which Ark Innovation ETF reported...Insurer Cigna called off a cludes food and energy prices, is ex-
trades like a leveraged bet on Bitcoin. That hurt in Company / Ticker Weighting potential merger with Humana, the pected to rise 3.3%, compared with a
2022 as Bitcoin tanked but has paid off this year as Coinbase Global / COIN 10.5% Journal also reported...Choice Hotels 3.5% gain in October. The annual
the currency rebounded 155%. Coinbase accounts Roku / ROKU 7.8 International made a hostile bid for change in the core PCE is at its lowest
for more than 10% of ARK Innovation’s holdings. UiPath / PATH 7.5 Wyndham Hotels & Resorts. level since April 2021.
“It’s no secret that we are bullish on the outlook Tesla / TSLA 7.3
for digital assets, Bitcoin in particular,” Tom Staudt, Zoom Video Comm. / ZM 6.7
ARK Invest’s president and CEO, told Barron’s. The
fund could stand yet another shot of crypto gains: Fidelity Blue Chip Growth ETF THE NUMBERS
It’s still off nearly 60% over the past three years as it Company / Ticker Weighting
recovers from a 67% decline in 2022, ranking dead
last among mid-cap growth ETFs.
Microsoft / MSFT
Apple / AAPL
10.7%
10.2
$100M 6.95% 2.6% $36 T
Illustration by Elias Stein

Wood has lightened up on Coinbase, selling more Nvidia / NVDA 9.5 Sales of gold bars Average rate on The Atlanta U.S. retirement
than $150 million of the stock in recent days, Amazon.com / AMZN 9.3 by Costco in the 30-year mortgages, Fed’s forecast for assets as of Sept.
though it remains a top holding. A Bitcoin ETF may Alphabet / GOOGL 7.0
three months below 7% for first fourth-quarter 30, down 2.8%
be coming soon, giving Coinbase another leg up. ended Nov. 26. Gold time since August. economic growth, from June 30.
Note: ARK holdings as of Dec. 15,
But Wood may not need it to go from worst to first Fidelity holdings as of Oct 31. prices hit a record Further drops are up from 1.2% on That’s 32% of
in this year’s ETF horse race. — Lauren Foster Sources: ARK Invest, Morningstar high on Dec. 1. expected. Dec. 7. household assets.
The EV Stock
der 30% a year on average for the
coming three years. Li is trading for
20 times earnings. It is expected to
Bubble Is
grow earnings at 20% a year for the
coming three years.
Before concluding that Li stock is
overvalued, consider this: Its price-
Over. What to-earnings-to-growth ratio, or PEG

ratio, is one times. Tesla’s PEG ratio
is about two times, as is the S&P
To Do Now.
500’s. Li only recently got to the scale
required to achieve profits. It’s ship-
ping some 40,000 vehicles a month.
It trades for about one times esti-
mated 2024 sales. Lucid stock, by
contrast, trades for about six times
Despite the turmoil, there are still sales.
opportunities. The key is to focus The average price for a BYD car
on companies with affordable cars was under $30,000 in the third quar-
ter. For Li, it was about $45,000.
and profitable operations. That’s closer to something car buyers
can get comfortable with.
Make no mistake: Traditional auto
makers haven’t been spared from the
BY AL ROOT EV pain. General Motors, Ford Mo-
T
tor, Stellantis, and Volkswagen have
he car of the future has all leaned into the EV trend, announc-
driven into a ditch. ing billions in spending on battery
With consumer uptake to about $910 billion. Tesla’s market The high price of changes are only about driver warn- plants and new models. Their com-
proving slower than ex- value has gone from about $1.2 trillion electric vehicles is ing signals—not the underlying tech- bined market capitalization has gone
perhaps the biggest
pected, electric-vehicle to about $790 billion. problem for the nology—and aren’t technically an EV from a peak of about $425 billion to
sales growth has been Perhaps the biggest problem for the industry. Above, issue. $235 billion, down 45%.
Rivian R1S EVs.
falling, and the stocks industry has been the high prices of At this point, what EV makers need Investors looking for exposure to
have been plunging. On top of that, the cars. The average electric vehicle most is cheaper cars. What investors traditional car makers should focus on
the industry pioneer, Tesla, just re- costs some $52,000. While that is need are shares of auto makers that the same mix of profitability, afford-
called virtually all of its vehicles sold down from about $65,000 in Novem- sell cheaper cars profitably. Two good ability, and attractive valuation. GM
in the U.S. ber 2022, it’s about 20% higher than bets are Chinese auto makers Li Auto stock is down 12% from the start of
It’s enough to make investors give the average nonluxury car. Legions of and BYD. July, when labor issues started to
up on the companies that produce consumers have balked at the prices. Tesla has its attractions, too, but Li weigh on investor sentiment. After a
electric vehicles. But despite the tur- The pricing problem will only get and BYD sport markedly lower valua- contentious strike, GM’s hourly work-
moil, there are still opportunities. The worse when EV models lose part, or tions. Tesla trades for about 60 times ers got base wage increases of roughly
key is to focus on auto makers with all, of their $7,500 tax credit for buy- estimated 2024 earnings; BYD for 25% over the life of a new four-year-
two attributes: affordable cars and ers on Dec. 31, when new rules about about 13 times. Both companies are plus labor contract.
profitable operations. In the early days the origin of batteries and battery ma- expected to grow earnings at just un- Investors have been worried that
of EVs, which is to say two or three terials go into effect. (The U.S., essen- higher costs would crimp profitability,
years ago, things like that didn’t mat- tially, doesn’t want to subsidize EVs but GM Chief Financial Officer Paul
ter. Excitement alone drove the stocks with Chinese batteries.) Sputtering Start-Ups Jacobson says his company has plans
to staggering heights. Now, practicali- To the extent that EV prices have The combined market cap of nine EV start-ups has plunged to offset all the labor cost increases in
ties count. fallen, Tesla deserves most of the 75% over the past two years. the coming year. Wall Street doesn’t
There’s no question the EV bubble credit. It has cut prices repeatedly in $400 billion buy it yet. Analysts project a 2024
has burst. The combined peak market 2023, partly to offset the pain of operating profit margin of 6.6%, down
capitalization, reached in 2020 and higher interest rates. In the third from 7.4% expected for 2023.
2021, of Nikola, Fisker, Rivian Au- quarter, Tesla’s average selling price 300 If GM can manage to produce an
tomotive, Lucid, NIO, XPeng, Pole- was about $44,000. Other battery- operating profit margin of 7.4%, earn-
star Automotive, Canoo, and electric cars cost an average of about ings per share should be closer to
Lordstown Motors was as high as $64,000. 200 $8.25, leaving the stock trading for
$470 billion. Today, the nine compa- Tesla ran into a problem of its own about four times 2024 earnings.
nies’ market caps add up to just $68 this past week, recalling some two Beating low expectations is always
billion—a drop of 86%. million of its vehicles for updates to a winning strategy on Wall Street, no
Alisha Jucevic/Bloomberg
100
So far, only three EV makers are their self-driving software systems. matter what the sector.
consistently profitable: Tesla, BYD, That, however, isn’t as ominous as it GM is also launching a cheaper EV
and Li Auto. But even those stocks sounds: Millions of vehicles are re- 0 in the U.S. in 2024. The electric
have taken it on the chin. Their peak called every year, and this recall is 2019 ’20 ’21 ’22 ’23 Chevy Equinox should start at
market capitalizations totaled some software-based and costs virtually Note: Companies are Canoo, Fisker, Lordstown, Lucid, Nikola, NIO, Polestar, Rivain, XPeng around $35,000. That could be just
$1.4 trillion. Today, that sum is down nothing to correct. The required Sources: Bloomberg; FactSet the ticket. B
14 BARRON’S December 18, 2023 December 18, 2023 BARRON’S 15
Hedge Fund Secrets

sures of large positions and swaps, Since stocks usually rise once a prom- bers don’t look great for activist hedge
which they say will make activist cam- inent activist is known to be involved, funds: They’re up an average 9.3% this
paigns costlier and could thwart them there may be less gains for a fund in a year through November, compared
by tilting the playing field in favor of costly and lengthy activist campaign.
WHERE
with a 19% gain in the S&P 500 index,
corporate boards. The rules “will likely Company boards may also have according to data firm HFR. Over the
Are Opening Up have a chilling effect on shareholder

rights and shareholder activism,” said
the Council for Investor Rights and
Corporate Accountability, a trade
more time to erect roadblocks like “poi-
son pills” that can trigger share dilu-
tion measures, thwarting a fund from
gaining control. Bryan Corbett, CEO
past three years, the funds have
gained about 12%, compared with
a 32% return for the S&P 500.
Whether activism pays off for in- RISK MEETS
group representing hedge funds, of the Managed Funds Association, vestors may depend largely on timing.
OPPORTUNITY
including Dan Loeb’s Third Point says the rules undermine activists and A Goldman Sachs study this year
Investment pools will have to report large positions in companies much and Elliott, in a statement to Barron’s. “discourage investor engagement that found that the median stock targeted
quicker and more openly. What it means for Elliott and other activists. The rules would chip away at activ- strengthens corporate governance.” by an activist outperformed its peers
ist secrecy. Starting in February, hedge Activists are pressuring the SEC by three percentage points in the week
funds will have to report a 5% stake in to soften its stance. Elliott has written after a campaign launch, but turned
a company within five business days, six letters to the agency criticizing the
Whatever the obstacles, CME Group provides
negative after six months. The re-
down from 10 calendar days currently. swaps rule. Executives from Elliott searchers did find that an equal- the tools that global market participants need
The SEC also wants hedge funds to and Nelson Peltz’s Trian Partners weighted portfolio of all activist tar-
reveal economic interests in a com- have also separately met with the gets since 2006 would have beaten to manage risk and capture opportunities. UNCERTAINTY
pany held through a derivative called SEC on the rule, according to public the Russell 3000 by three percentage With 24-hour access to futures, options, cash
a swap. Hedge funds previously disclosures. Elliott escalated its cam- points annually on average.
weren’t required to publicly disclose paign in November, suing the SEC for Performance aside, activism is and OTC products across all major asset
those positions; under rules that could not responding to public records re- having a resurgence. Campaigns hit
be finalized early next year, they quests for documents related to the a lull during the pandemic but have
classes, you can drive your trading strategy
would have to disclose swaps worth at rules’ development. The SEC hasn’t rebounded to 2019 levels, according forward with confidence and precision.
least $300 million within a business responded to the complaint. to Diligent Market Intelligence. Prom-
day in many circumstances. Hedge funds aren’t the only critics. inent campaigns this year included
The SEC says there’s no good reason Fund company T. Rowe Price and Carl Icahn tackling gene-sequencing VISIT CMEGROUP.COM/OPPORTUNITY
to keep ordinary investors in the dark Harvard University’s endowment firm Illumina, Trian Partners taking
for so long. An economic analysis con- manager say the rules are burden- on Walt Disney, and Elliott target-
ducted by the SEC found that most some and object to aspects of the ing Crown Castle.
activist funds built their positions swap-disclosure rule. Activists don’t always prevail, of STRATEGY
within five days, implying little impact Corporate defense attorneys are course. Disney fended off Dan Loeb’s
by speeding up disclosures. Supporters among the biggest winners. The law effort last year to force a sale of ESPN,
of the rules point to Europe, where firm Wachtell, Lipton, Rosen & Katz, though Disney has recently consid-
quicker disclosure and lower thresh- for instance, has pushed for quicker ered selling part of the business. El-
olds for reporting have been in effect disclosures for years. The changes liott has tried and largely failed to lift
with scant impact on activism. would give lawyers and companies PayPal Holdings stock. Activists VOLATILITY
Hedge funds are fighting for se- more time to build defenses against pushing for changes at Salesforce
crecy because it “creates greater op- activists. Attorneys who wrote the backed off after the company posted
portunities for insiders and others to proposals didn’t respond to requests better-than-expected results in the
BY JOE LIGHT going into effect early next year will exploit the rest of the markets,” said for comment. second quarter.
S
require funds, endowments, and other Tyler Gellasch, head of Healthy Mar- Behind the fight lies the question With Phillips, Elliott wants the
hares of Phillips 66 got investment pools to report substantial kets, a trade group that includes pen- of whether activism delivers strong company to add board members with
a pop recently, but it had positions in a stock much quicker. sion funds and other asset managers. results for hedge funds or investors refining-operations experience to help
nothing to do with oil More consequentially, funds may have As the SEC sees it, disclosing swap more broadly. In aggregate, the num- accelerate cost-cutting. If that takes
prices. The catalyst was to disclose stakes in a company held positions could also help prevent fi- hold and the company can hit its 2025
hedge fund activist Paul through certain types of derivatives— nancial contagion. The swaps rule earnings goals, Elliott estimates the
Singer, whose firm, Elliott revealing far more information about came as part of the response to the Under Pressure changes could push the stock up
Activists on average have failed to beat POSITION
Investment Management, their true economic interest. 2021 collapse of Archegos Capital roughly 75% from its level before El-
disclosed a $1 billion stake in Phillips. The rules are part of a broader Management. Archegos used deriva- the market.
liott announced the campaign. Elliott’s
Elliott wants Phillips to cut costs at its push by the Securities and Exchange tives to make huge bets on stocks like Activist Hedge Funds S&P 500 other ideas for lifting the stock include
refinery operation; if it works, Elliott Commission to lift secrecy surround- ViacomCBS (now Paramount asset sales like its European conve-
100%
says, the stock could rise by 75%. ing hedge funds. Other recently final- Global) and Baidu. Since Archegos nience stores and a chemical business.
It’s a familiar playbook on Wall ized rules force hedge funds to report spread its swap positions among mul- For now, Elliott says it supports
Street: secretly build a stake in a data on short sales, or bets against a tiple banks, the total wasn’t known, Phillips’ leadership. The company
stock, then capitalize when other in- company’s stock. The short-sale data and some banks took huge losses says that it “plans to continue a con- Sarah Kemp
50
vestors find out and bid up the shares. are anonymous to the public, but when Archegos had to liquidate hold-
Illustration by Liam Eisenberg

structive dialogue” with the hedge LPGA Player
As hedge funds see it, the pop is just hedge funds are suing the SEC, alleg- ings. Credit Suisse, for one, lost $5.5 fund. Still, Elliott has a long history
the start, and everyone wins if activist ing that the rules require them to di- billion in the debacle. of aggressive tactics when its de-
pressure prevails on its target and the vulge too much information. The SEC Hedge funds say that more trans- mands are spurned, including court
0 Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and profit you
stock winds up higher. says it plans to “vigorously defend parency will stymie activism. Funds and proxy battles that can take years. might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Regulators, however, aren’t so en- challenged rules in court.” can take weeks to build a stake, espe- 1 year 3 years 5 years Now that its Phillips campaign is in Copyright ©2022 CME Group Inc. All rights reserved.
amored of the secrecy part and could Hedge funds are trying to water cially in small or illiquid stocks that Note: Through Nov. 30 the open, investors should have a
make activism harder to pull off. Rules down the changes related to disclo- are more sensitive to large purchases. Sources: HFR, S&P 500 Total Return Index ringside seat if a fight breaks out. B
Here Come the Unicorns

supply disruptions during Covid, but commitments to corporations, which it’s much harder to replace petroleum The Next Generation of Clean Energy
otherwise its capital plan is moving are willing to pay up for verifiable in other areas, such as chemicals. A new slate of start-ups is working to slow climate change.
forward on schedule, Thompson says. carbon offsets. JPMorgan Chase, for Chemical production contributes 5% Money Backers and
Of Clean Energy
instance, is paying Climeworks more to 6% of greenhouse gas emissions, Company Location Business Raised Corporate Partners* Government Money Valuation
Climeworks than $20 million to remove carbon and those emissions are particularly Redwood Materials Carson City, Nev. Battery recycling $2B Toyota Motor, Panasonic $2B conditional loan approval $5.2B
Replacing fossil-fuel energy with from the air as part of its plan to offset hard to abate. Oklo Sunnyvale, Calif. Nuclear reactors $25M Sam Altman $15M cost-share 0.85**
cleaner alternatives will reduce carbon all of its operational carbon emissions Solugen is one of the up-and-coming
Solugen Houston, Texas Low-emission chemicals $650M Baillie Gifford, ADM N/A 2.2
dioxide emissions. But even a world by 2030. UBS, Shopify, and Micro- companies looking to solve that prob-
where every car is an electric vehicle soft are clients, too. Climeworks has lem. The company’s first breakthrough Sila Nanotechnologies Alameda, Calif. EV batteries $930M Mercedes-Benz, Panasonic $100M grant 3.3
Among the dozens of promising clean-energy companies, only a handful won’t be carbon-free. To reach climate presold over $100 million worth of came when the founders discovered an Climeworks Zurich, Switzerland Carbon capture $828M JPMorgan, Microsoft N/A 1.9
are big enough to go public in coming years. Here are five to watch. goals, it will be necessary to remove revenue, Aepli says. enzyme that could transform sugar Note: N/A=not applicable; *includes a small sample of total backers and partners; **the value of the SPAC merger to take Oklo public Source: PitchBook, company reports
existing carbon from the air. Clime- David Heikkinen, a longtime en- into other chemicals, such as hydrogen
works is focusing on that goal. “You ergy investor who now works at car- peroxide. They built their first reactor
can think of us as sort of a last-mile bon-capture company Carbonvert, has with PVC pipes and other materials U.S. chemicals industry is a $600 bil- the battery, Berdichevsky says. For the said in a video promoting the company.
BY AVI SALZMAN cling scrapped products will be a key provider to net zero,” Climeworks evaluated Climeworks and thinks it’s they got at Home Depot. Since then, lion behemoth that touches every cor- past five years, the company has been The Nuclear Regulatory Commis-
I
way to replenish those materials. CFO Andreas Aepli tells Barron’s. a “great idea” that still might be “over- they have vastly expanded the capabili- ner of the economy, and it has proven scaling that technology up. sion rejected Oklo’s first application
t has been a disastrous year Redwood Materials, based in Car- Climeworks removes carbon diox- hyped,” given how much energy it ties of their technique, using artificial particularly difficult to disrupt. Energy Silicon’s unique chemical character- for a nuclear reactor last year because
for clean-energy stocks, with son City, Nev., is a significant player in ide from the air using a machine that takes to remove a single ton of carbon. intelligence to engineer enzymes that giants such as Exxon Mobil are put- istics should allow auto makers to it hadn’t submitted enough informa-
higher interest rates battering the battery-recycling industry. Red- resembles a supersize home air puri- Aepli acknowledges that inefficiency; can make a wider array of products. ting more focus on chemicals and plas- make batteries smaller without sacrific- tion. But the company is working on
profits. Share prices for al- wood was founded by JB Straubel, the fier. Fans push air through filters that he says it would take 1,200 miles of The company now creates products for tics as electric vehicles eat into fuel ing range, Berdichevsky says. It’s also reapplying and has made deals with
most every solar, wind, and former chief technology officer and capture the CO2, after which it gets air to be pulled through a filter inlet several industries, including household demand. Solugen’s annual revenue is easier to obtain than graphite, which is other branches of the government.
hydrogen company—and sev- co-founder of Tesla. It has already turned into liquid and pumped under- that’s 10 feet wide to capture one ton goods like detergents and cleaners. In nearing $100 million a year, and it is made almost entirely in China today. The Defense Department issued a
eral electric-vehicle makers— inked deals with Toyota Motor, ground. Within two years, the liquid of carbon. But there aren’t other read- October, Solugen announced a partner- now working to scale up. The company Unlike many electric-vehicle start- notice of intent to award a contract to
have fallen by double-digits. Volkswagen, and Panasonic to recy- carbon solidifies into mineral form ily available ways to reduce the ship with South African chemicals is building a 500,000-square-foot fac- ups, Sila is already producing reve- Oklo for power and heat at an Alaska
But clean energy’s long-term trajec- cle battery materials. It even recycles and is expected to stay there indefi- world’s existing carbon emissions. company Sasol to test Solugen’s chem- tory in Minnesota, next to a corn com- nue, though it doesn’t disclose how Air Force base as part of a pilot pro-
tory is still angled sharply upward. A some lithium-powered Amazon.com nitely, Aepli says. The company has a And the company is scaling up. icals in its consumer products. plex owned by ag giant ADM, which much. It makes batteries for consumer gram, and the Department of Energy
new generation of companies, un- products. By 2025, the company aims facility in Iceland, which removes Climeworks expects to add another But co-founder and CEO Gaurab will supply Solugen with feedstock. electronics, including fitness trackers. gave the company a site use permit in
daunted by the current challenges, is to produce enough anode and cathode 4,000 tons of carbon a year. 36,000 tons of capacity in Iceland Chakrabarti’s ambitions go much But EVs are a much bigger opportu- Idaho for its first plant.
moving toward the public markets material to power one million electric Climeworks isn’t the only company next year. It’s also planning a facility further. He believes that to make a Sila Nanotechnologies nity, and Sila’s technology could be Oklo’s reactors are different from
just as the world begins pouring real vehicles. By 2030, its goal is to make trying to capture carbon directly from in Louisiana that can remove one mil- significant dent in emissions, compa- Driving-range anxiety is one of the powering a line of Mercedes vehicles most nuclear reactors in operation to-
money into the energy transition— five times that much. the air. Occidental Petroleum agreed lion tons of carbon—one of three nies will need to replace fossil-fuel biggest problems holding back electric- in two to three years. The company is day. Existing U.S. reactors use technol-
more than $1.7 trillion this year alone. Redwood is a leader in the nascent in August to buy Climeworks competi- “megaton” facilities it hopes to be op- chemicals used in industrial applica- vehicle adoption. Sila Nanotechnolo- now building a factory in Washington ogy that slows down neutrons and
Because the transition represents a industry, because it has a factory al- Redwood Materials, tor Carbon Engineering for $1.1 billion. erating by 2030. By 2050, Aepli tions like water treatment and con- gies says it has developed a technology state with the help of a $100 million cools reactors with pressurized water.
stark change with plenty of unproven ready up and running, notes TD Co- a specialist in bat- But Occidental’s plants will pump thinks the world will need thousands struction. Solugen says it can repli- that can solve it. Sila develops batteries grant from the Department of Energy. Oklo’s reactors will allow for faster
tery recycling, is
technologies, these companies all come wen analyst Jeffrey Osborne. That among the compa-
much of the carbon it captures back of carbon-suckers of that size. cate a majority of the world’s using silicon instead of graphite in the By around 2028, Berdichevsky says it reactions and be cooled with liquid
with high risks—but also potentially facility recycles material from the Pa- nies that could be- into oil wells to force more oil out. chemicals using its process. The com- anode, which the company says allows will make enough batteries to supply sodium, a process that allows the facili-
high returns. It isn’t often that inves- nasonic gigafactory, which builds bat- come big players in
clean energy. Here,
Climeworks’ business model is Solugen pany even sells materials to fossil fuel the battery to hold at least 20% more several million vehicles. ties to use recycled nuclear material
tors can place bets on a sea change in teries for Tesla, and other partners. consumer-grade different. It commits to storing the Oil is starting to go out of style, at least producers themselves—a striking energy than even the best batteries in and produce less waste. Sodium cool-
the gargantuan world of energy. There The company got a loan from the De- lithium-ion batteries. carbon indefinitely and sells those when it comes to transportation. But role for a company looking to wean use today. That should give drivers Oklo ants have been used successfully be-
are dozens of promising clean-energy partment of Energy to expand its Ne- the world off its oil dependence. more range and “make it much more Nuclear energy has been gradually fore, but designs that used water even-
companies, but only a handful with vada operations and is building a new “We have to live in the middle right appealing to consumers,” says Sila declining as a share of U.S. power pro- tually became the standard due to
the necessary size for public markets. factory in South Carolina. now,” Chakrabarti said in a recent CEO Berdichevsky. Mercedes-Benz duction, to about 18% today. But a nuclear-physics and commercial rea-
“Just because your technology Redwood plans to build “circular” interview at Solugen’s Houston head- seems to agree. The auto maker in- group of entrepreneurs is working to sons that made sense when nuclear
works, it’s meaningless in the energy factories that take used material from quarters. He doubts fossil fuels are vested in Sila in 2019, and announced reignite the industry, which could take plants were expected to provide enough
industry,” says Gene Berdichevsky, electric-vehicle makers and process it going away soon. a supply deal last year that’s expected on a bigger role at a time when coun- power for hundreds of thousands of
CEO of Sila Nanotechnologies, an into parts that can be used in new cars. The company’s “bioforge” where it to launch in the middle of the decade. tries need more carbon-free power. homes. Oklo’s commercial ambitions
electric-vehicle battery company. “It’s Toyota announced a deal in November makes chemicals is located on the site Berdichevsky is an engineer who Today, most American nuclear plants are different, though. It plans to sell
amazing the scale that it takes just to where it will pay Redwood to take ma- of a former wax distillery that exploded was Tesla’s seventh employee, work- are behemoths built to generate hun- smaller amounts of power to facilities
get in the game.” terial from old electric and hybrid vehi- in 2004, damaging nearby buildings. ing on the battery for the original dreds of megawatts worth of power. like data centers and factories.
With that in mind, it’s worth con- cles like the Prius and turn it into cath- Solugen’s reactions happen at much Roadster. He and two co-founders Building new plants can take decades, Next year, Oklo plans to go public
sidering the small group of compa- odes and other items for Toyota’s new lower temperatures than at traditional launched Sila in 2011 out of Georgia and they often run over budget. But the via a special purpose acquisition com-
nies—Sila among them—that have EV factories. Cathodes are the most chemical plants, meaning it doesn’t rely Tech University. EV makers have been new wave of nuclear start-ups aims to pany, or SPAC, by merging with a com-
broken out of the pack and could go valuable part of the battery, making up on volatile heat sources. Outside the trying to figure out how to make dura- change the timeline and the price tag. pany called AltC that was co-founded
public in the next couple of years, about half its value. Right now, there’s Houston plant, tanks of corn sugar sit ble silicon batteries for years, because Sunnyvale, Calif.–based Oklo is one and is run by Altman. Nuclear-energy
most with valuations of more than $1 almost no cathode manufacturing in near the company’s enzyme reactor, a silicon is one of the most abundant of them. It also happens to have one of experts are watching closely. Rodney
billion. They were born from lab work the U.S., so auto makers are scram- tall metal cylinder where much of the elements on earth and is much more the most famous founders in Silicon Rebello, an analyst focusing on nuclear
and garage-tinkering. Now they’re the bling to secure as much domestic con- magic happens, before the chemicals efficient than graphite. But it is known Valley on its side—Sam Altman. The at Reaves Asset Management, said in
new energy unicorns. tent as possible. Localizing the supply
Courtesy Redwood Materials

are sent to processing tanks and then for expanding dramatically when it is OpenAI CEO has been Oklo’s chair- an interview that Oklo “could be a re-
chain is “central to our mission,” says into storage. Inside the plant, workers fully charged, causing it to wear down man since 2015, after founder Jake ally disruptive company. There’s a
Redwood Materials Jason Thompson, Redwood’s CFO. tinker with new products, monitoring over time. “Basically, with silicon, the Dewitte went through the start-up large market to capture.” But he
New battery manufacturing plants are Redwood’s business plan isn’t with- Solugen’s chemicals as they slosh cookie crumbles and gets gooey,” Tesla accelerator YCombinator while Alt- wouldn’t invest in the company on day
popping up all over the U.S., helped out risk. Competitor Li-Cycle halted around in appliances like dishwashers. CEO Elon Musk once said. So Sila’s man was running it. Oklo’s technology one, given its current lack of permits.
by the Inflation Reduction Act. But work on a factory in upstate New York To make a real dent in the pollution founders spent years re-engineering is “one of our best shots to get out of “There are no red flags,” he says.
the materials that go into batteries are in October, and its stock has tumbled caused by the chemicals industry, Solu- the material, going through 70,000 the energy crisis and get into this “But at the same time, you are years
in short supply domestically, and recy- 85% this year. Redwood faced some gen will have to scale up quickly. The iterations to find the right material for world of energy abundance,” Altman away from producing revenue.” B
A
gainst long odds, 2023 has policy-making committee.
been a splendid year for Fed officials have raised their bench-
markets. The S&P 500 mark federal-funds rate target by 5.25
2024 MARKET OUTLOOK

index has risen 23% and percentage points since March 2022,
the Nasdaq Composite has to a target range of 5.25%-5.50%, to
shot up 41%, fueled by an cool the worst inflation in more than
unexpectedly strong econ- 40 years. Now that price growth is
omy, the artificial-intelli- decelerating, they are contemplating
gence ambitions of Big three rate cuts of a quarter percentage
Tech, and lately, the pros- point each in 2024, based on median Ed Saira Gargi
pect of interest-rate cuts in estimates in the Fed’s latest “dot plot” Yardeni Malik Chaudhuri
the 2024. Even the bond market has of rate projections.
President, Chief Investment Head of iShares
perked up after a historic downturn, Investors are betting on more cuts
Yardeni Research Officer, Nuveen Investment
one that briefly sent yields to highs than that. Futures-market pricing Strategy Americas,
not seen since before the 2008-09 suggests that the Fed will start lower- BlackRock
financial crisis. ing rates in March, according to the
As investors chill the bubbly for CME FedWatch Tool. The market is
their year-end celebrations, they pricing in a total of 1.50 percentage
should lay in more for 2024. While points of cuts by year end. 2024 S&P 500 2024 S&P 500 2024 S&P 500
Target Target Target
the S&P 500 isn’t cheap at 19 times The Fed could trim interest rates
next year’s expected earnings, and
the timing and pace of rate cuts are
for two reasons: to bolster a flagging
economy or to keep its policy stance
5400 4950 4850
uncertain, stocks look poised for from growing more restrictive as infla-
another strong year, with this year’s tion continues to fall. With economists
narrow rally broadening out to increasingly betting against a reces-
encompass many more issues. sion, and Fed officials signaling at 2024 S&P 500 2024 S&P 500 2024 S&P 500
EPS Target EPS Target EPS Target
It is likely to be a volatile year, with least several more years of modest
markets buffeted by shifting expecta-
tions for the economy and interest
economic growth, the Fed might need
to lower its fed-funds target to keep
$250 $235 $237
rates, geopolitical surprises, and the real, or inflation-adjusted, interest

political surprises of a presidential rates constant, notes Gargi Chaud-
election season. But important debates huri, head of iShares investment
about the trajectory of inflation and strategy, Americas, at BlackRock. 2024 10-Year 2024 10-Year 2024 10-Year
Treasury Yield Treasury Yield Treasury Yield
rates presumably will be settled by Chaudhuri calls any such rate
year end, leaving investors to look
forward to more good news in 2025.
reductions calibration cuts. She sees
three quarter-point rate decreases in
4.0% 3.5% 3.8%
Barron’s recently canvassed six mar- the back half of 2024.
ket strategists and chief investment The period before the Fed begins
From left: Photograph by David Williams (Yardeni); courtesy of Saira Malik; courtesy of Gargi Chaudhuri
officers about their market and eco- to cut rates could be a good one for the
nomic forecasts for 2024. Their average market. “In the previous five hiking 2024 Federal- 2024 Federal- 2024 Federal-
Funds Rate Funds Rate Funds Rate
year-end S&P 500 target: 4838, up cycles since 1990, the Fed paused an
Target Range Target Range Target Range
only 3% from Thursday’s close of 4719. average of 10 months between its last
Then again, the benchmark index has
rallied 12% just since the start of No-
hike and its first cut,” says Chaudhuri,
who has a year-end S&P 500 forecast
4.75- 4.75- 4.50-
vember. Like this year’s late rally, there
is good reason to think that 2024, too,
of 4850. “On average, stock and bond
returns have been higher during the
5.00% 5.00% 4.75%
will end with a bang, lifting stocks well pause period than in easing periods
above Wall Street pros’ targets. immediately following the first cut.”
Earnings, for one, will return as That’s one of many arguments for
a positive driver for stocks next year. staying invested in 2024. Waiting to
Based on consensus estimates, Wall buy until the Fed finally starts cutting
Street analysts expect a 12% rise in rates could mean waiting too long. Overweight Overweight Overweight
S&P 500 earnings, to $245, compared That’s not to say that 2024 will Energy, Materials, Healthcare,
Financials, Real Estate Quality,
with meager growth of 2% this year. deliver only good news for investors,
Industrials, Large-Cap
But even with bond yields likely to fall especially after 2023’s late-year rally. Technology
further, strategists don’t expect inves- Saira Malik, chief investment officer
tors to be willing to pay more for those at Nuveen, expects a rocky first half,
Investors are ending 2023 on a high note. Prospective BY NICHOLAS JASINSKI earnings than they have in 2023. followed by a second-half rally that
interest-rate cuts are just one reason to think that stocks Lower interest rates nonetheless could take stock indexes to new highs. Underweight Underweight Underweight
will grease stocks’ path higher, low- “Valuations are fairly full,” she says. Consumer Consumer Consumer
could have another winning year. ILLUSTRATION BY MICHAEL FREIMUTH
ering the cost of doing business and “It’s a setup for a tougher first half of Staples, Disretionary, Staples,
boosting liquidity. How low remains 2024 with a lack of positive catalysts Utilities Financials Utilities
the subject of heated discussion, for the market.”
however, even after Wednesday’s Malik has a 2024 year-end forecast
meeting of the Federal Reserve’s of 4950 for the S&P 500, but warns
that stocks could drop before rebound- Yardeni Research, is the most bullish today and the potential for capital
ing to that level. Election-year season- strategist of the bunch, with a 2024 appreciation as the Fed begins to cut
ality could play a role. “Historically, in S&P target of 5400. Last December, he rates. The iShares 3-7 Year Treasury
presidential election years, [the S&P forecast that the S&P 500 would end Bond exchange-traded fund and the
500] has finished up three-quarters of this year at 4800, a prediction that iShares MBS ETF both offer a way
the time—by an average of 7.5%,” she looks uncannily accurate. to invest in such securities, she notes.
says. “Typically, you get some volatility Yardeni’s optimism is grounded Nuveen’s Malik likes municipal
around the election and then a relief in a still-strong labor market and the bonds for 2024, with the yield curve
rally through the end of the year.” ability of consumers to continue spend- sloping upward and fundamentals
David Chris Mike Christopher Harvey, head of equity ing, as wages in the aggregate are now looking strong. She highlights the
Kostin Harvey Wilson strategy at Wells Fargo, has a year-end growing faster than prices. Consumer Nuveen High Yield Municipal
target of 4625, below the index’s cur- spending accounts for about two-thirds Bond fund as an attractive play.
Chief U.S. Equity Head of Equity Chief U.S. Equity
rent level. Harvey expects a tumultu- of U.S. gross domestic product. In the equities market, stock-
Strategist, Strategy, Strategist,
Goldman Sachs Wells Fargo Morgan Stanley ous year for stocks, citing the currently “If the economy is doing reasonably picking should be easier next year
Securities low reading on the Cboe Volatility In- well and inflation is coming down, the than in 2023, when the Magnificent
dex, or VIX. A reading of 13, he says, is Fed isn’t going to rush to lower interest Seven stocks—Apple, Alphabet,
“signaling overconfidence, that nothing rates—there isn’t going to be any need Amazon.com, Meta Platforms,
is going to surprise you, and there’s for it,” Yardeni says. “These are the Microsoft, Nvidia, and Tesla—
2024 S&P 500 2024 S&P 500 2024 S&P 500 nothing to fear here.” kinds of rates that we had before the dominated trading and contributed
Target Target Target
To the contrary, he says, “there is a financial crisis, and the stock market most of the gains. But don’t count
4700 4625 4500 lot of uncertainty about earnings and
the economy, plus geopolitics and the
did well, the economy did well. We’re
basically back to the old normal.”
them out, as their valuations aren’t
egregious, and their growth prospects
U.S. election that are even harder to That’s good news for fixed-income exceed those of the overall market.
handicap. That’s not priced into the investors, as it implies that bond “They are expected to grow reve-
market right now.” yields won’t return to the near-zero nues more quickly at better profit
2024 S&P 500 2024 S&P 500 2024 S&P 500 Harvey sees a “trader’s market” in level of recent years. On average, margins, and they’re plowing a lot
EPS Target EPS Target EPS Target
early 2024, affording opportunities to market strategists see the 10-year more of their cash back into the busi-
$237 $235 $229 buy on selloffs and sell on rallies. In-
vestors are likely to be disappointed
U.S. Treasury note yielding 3.9% at
the end of 2024, about where it is now.
nesses as compared with the typical
company,” says David Kostin, head of
by the timing and quantity of Fed rate The 10-year yield hovered just below U.S. equity strategy at Goldman Sachs.
cuts next year, he says. 5% as recently as mid-October. Wells Fargo’s Harvey hails these
Wells Fargo economists forecast Government budget deficits will companies’ pristine balance sheets,
2024 10-Year 2024 10-Year 2024 10-Year three quarter-point reductions in the keep Treasury supply high, helping superior growth rates, and defensive
Treasury Yield Treasury Yield Treasury Yield
fed-funds rate in the second half of to support yields. attributes. He recommends a portfolio
4.3% 3.8%* 3.95% 2024, to a target range of 4.5%-4.75%
by year end.
Chaudhuri recommends that inves-
tors extend the duration of their fixed-
balanced between growth stocks in
the software and communications-
Michael Wilson, head of U.S. equity income portfolios to lock in high yields services sectors and defensive stocks
strategy at Morgan Stanley, has the for a longer period. She favors the in- such as healthcare and utilities.
2024 Federal- 2024 Federal- 2024 Federal- lowest S&P 500 target of our group: termediate portion of the yield curve, “Quality” stocks, broadly defined,
Funds Rate Funds Rate Funds Rate
4500. He expects a weaker economy which offers a good balance of yield are a favorite of many market watchers
Target Range Target Range Target Range
in 2024 as more companies and con-
5.00- 4.50- 4.25%- sumers feel the impact of higher inter-
est rates, although he looks for an A Year for Winners
From left: courtesy of David Kostin; courtesy of Chris Harvey; courtesy of Mike Wilson
5.25% 4.75% 4.50% improvement in both sentiment and
earnings in 2025.
Crypto crushed it in 2023, and most other assets also did well, especially U.S. stocks.
Price 12/13/23 YTD Change
Wilson estimates that S&P 500 Bitcoin $42,993.29 160.0%
earnings will grow only about 4.5% Nasdaq Composite 14,733.96 40.8
Overweight Overweight Overweight
next year, to $229, as the U.S. economy
Energy, Communication Consumer Nikkei 225 32,926.35 26.2
Healthcare, Services, Staples, slows and companies continue to
S&P 500 4707.09 22.6
Technology Healthcare, Healthcare, spend heavily on AI and other technol-
ogies. But those investments should Dow Jones Industrial Average 37,090.24 11.9
Technology Utilities
Software, begin to pay off in 2025. “We’re in the STOXX Europe 600 472.46 11.2
Utilities middle of a pretty big [capital expendi- Gold (per troy ounce) 2,027.74 11.2
ture] cycle,” he says. “We don’t think Russell 2000 1947.51 10.6
there’s a big boost in 2024, because it
Bloomberg U.S. Aggregate Bond Index 2134.79 4.2
takes time. But by the time we get to
Underweight Underweight Underweight 2025, this investment will be more MSCI Emerging Markets Index 973.47 1.8
Consumer Energy, Consumer widely diffused across the economy U.S. Dollar Index 102.87 -0.6
Staples, Industrials, Discretionary and will begin to bear fruit from a 10-Year Treasury Yield 4.02% 0.15*
Real Estate, Technology margin and productivity standpoint.” Shanghai Composite 2968.76 -3.9
Utilities Hardware Wilson looks for earnings to rise
FTSE/CoreCommodity CRB Index 259.11 -6.7
16% in 2025, to an estimated $266—
WTI Crude Oil (per barrel) 69.47 -13.4
an upswing that he expects investors
to discount later in 2024. Cboe Volatility Index (VIX) 12.19 -43.7
*Wells Fargo Economics estimates
Edward Yardeni, president of Note: YTD change for foreign markets in local currency, *Change in percentage points Source: Bloomberg
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for next year. They earn that moniker

because of better-than-average balance
sheets, wider profit margins, and quali-
tative characteristics such as competi-
tive moats. Chaudhuri recommends the
iShares MSCI USA Quality Factor
ETF, whose top holdings include Visa,
Microsoft, and Apple, as a way to scoop
up a basket of such stocks.
Kostin expects widespread eco-
nomic anxiety to keep stocks with
quality attributes in vogue in 2024.
Companies that score highly on his
quality metrics include O’Reilly
Automotive, Alphabet, Accenture,
and Cadence Design Systems.
Healthcare is one of the strategists’
favorite investment ideas for 2024,
following the sector’s poor performance
in 2023. The industry’s earnings don’t
depend on the economy’s growth; the
stocks are cheap, and a wave of merg-
ers is boosting shares of smaller biotech
companies. The Health Care Select
Sector SPDR ETF provides exposure
to the S&P 500 healthcare sector.
Next year won’t be only about play-
ing defense, however. An economy
that avoids a meaningful recession
will support the results of cyclical

firms, many of which are trading at
more pessimistic levels. Kostin’s
Our 10 Favorite
screen yields beaten-down cyclicals
such as Caterpillar, Paccar, Cum- Amazon and Alphabet, which were
mins, and Delta Air Lines, all of trading cheaply a year ago, and they
which could rally if economic data powered our list for 2023. But our
prove better than expected. picks, as is typical, had a value bias.
Stocks for 2025

Wilson prefers cyclical stocks that The biggest winner was home builder
tend to do best late in economic cy- Toll Brothers, which more than
cles. Such cyclicals, rated the equiva- doubled, helping to offset our big
lent of Buy or better by Morgan Stan- loser, the aluminum miner Alcoa,
ley, include Delta, ConocoPhillips, which returned negative 29%.
Knight-Swift Transportation, and Our list for 2024 includes a diver-
Howmet Aerospace. sified mix of familiar stocks and
And don’t forget the AI trade, which Barron’s annual list of unloved stocks BY ANDREW some surprises, once again leaning
BARY
Photo Illustration by Barron’s; Bloomberg (2),Dreamstime (4),Getty Images (4)

could still be in its early years. Chaud- ranges from tech giant Alibaba to toward, but not exclusively to, the
huri prefers to invest in AI via the miner Barrick Gold to auto rental value camp: Alibaba Group Hold-
semiconductor industry, which is re- ing, Alphabet, Barrick Gold, Berk-
bounding from a multiyear downturn. stalwart Hertz Global. shire Hathaway, BioNTech, Chev-
The iShares Semiconductor ETF ron, Hertz Global Holdings,
offers wide exposure to the sector. Madison Square Garden Sports,
T
Wilson cites AI beneficiaries in PepsiCo, and U-Haul Holding.
industries outside of tech, such as he stock market among others—topped the market, Here are the stocks—and why we
DraftKings, Hilton Worldwide, is ending the year returning 31% on average including favor them—in alphabetical order:
and S&P Global, that are Buy-rated with a flourish— reinvested dividends, against 24.5%
by Morgan Stanley. and so are Barron’s for the S&P 500 index. The 2022 Alibaba Group Holding
Perhaps the main message for favorite picks for group beat the index by 10 percent- Alibaba is one of the cheapest tech-
2024: Don’t try to time the market. 2023. age points, while we were slightly oriented companies in the world—
Although many investment strategists Every December behind the market in 2021. by a long shot.
see a back-end-loaded year, better for the past 14 years, Barron’s has To beat the market this year, After dropping 18% in 2023, Ali-
returns could come even sooner, selected 10 stocks that are good bets you probably needed to have some baba’s U.S.-listed shares trade for just
depending on the pace of rate cuts, to outperform the market over the exposure to the Magnificent Seven— eight times projected earnings in its
the evolving economic outlook, and next 12 months. Apple, Microsoft, Amazon.com, current fiscal year ending in March.
turns in investor sentiment. The 2023 group—which included Alphabet, Tesla, Nvidia, and Meta With that decline, the stock, at a
Here’s to a happy New Year. B Delta Air Lines and Comcast, Platforms. And we did. We included recent $72, is back where it stood
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10 Stocks for 2024 Class B shares, at $356, trade at a 2%

Good companies at attractive prices could be winners in the new year. discount to the Class A stock and look
like the better bet.
Company / Ticker Recent Price YTD Change Market Value (billion) 2024E EPS 2024E P/E Dividend Yield
“Berkshire shares are attractive in
Alibaba Group Holding / BABA* $72.51 -17.7% $184.4 $9.93 7.3 1.4% an uncertain macro environment,”
Alphabet / GOOGL 131.94 49.5 1,659.1 6.62 19.9 None wrote UBS analyst Brian Meredith in a
Barrick Gold / GOLD 17.65 2.7 31.0 1.08 16.3 2.3 recent note. He puts intrinsic value at
Berkshire Hathaway / BRK.B 358.12 15.9 782.9 20.30 17.6 None
about $600,000 per Class A share and
carries a price target of $620,000, ver-
BioNTech / BNTX 103.95 -30.8 24.7 2.17 47.9 None
sus a recent $545,000.
Chevron / CVX 149.93 -16.5 283.0 14.02 10.7 4.2
Hertz Global Holdings / HTZ 10.12 -34.2 3.1 1.18 8.6 None BioNTech
Madison Square Garden Sports / MSGS** 173.29 -5.5 4.1 2.00 86.6 None BioNTech, like all Covid-19 vaccine
PepsiCo / PEP 168.25 -6.9 231.3 8.15 20.6 3.0 makers, has gotten crunched in 2023.
But it has so much cash that it would
U-Haul Holding / UHAL.B* 63.41 15.3 12.4 4.50 14.1 0.3
have appealed to Warren Buffett’s
E=estimate, *estimates for fiscal year ending March 2025 **estimates for fiscal year ending June 2024 Source: Bloomberg mentor, famed value manager Benja-
min Graham.
Covid vaccine plays, including
following its 2014 initial public offer- slowing growth in Alphabet’s cloud 30% by the end of the decade. BioNTech, its partner Pfizer, and com-
ing, despite a tenfold rise in revenue computing division, the threat that It has the industry’s most effective petitor Moderna, have slumped amid
and a fivefold increase in earnings. artificial intelligence poses to its leader in CEO Mark Bristow, a growing doubts about demand for the
Its market cap is less than 15% of its search business, and antitrust scru- swashbuckling South African and jabs. Those concerns were confirmed
closest American peer, Amazon. tiny. Those issues look manageable. hands-on manager who visits each this past week after Pfizer cut its guid-
The company sits on a small The “disappointing” cloud busi- major mine at least three times a year. ance for Covid-related sales. BioNTech
mountain of cash, equal to a third of ness still grew third-quarter revenue He also has a knack for handling del- stock is now trading around $104,
its current market value of $184 bil- at a 22% clip, and while the company icate relations with host countries in down from a peak of $447 in 2021.
lion. Adding in its core Chinese e- was caught off guard by Microsoft’s the developing world. The bear case is that profits from
commerce unit, its cloud computing AI search initiative, it quickly re- “Barrick probably has the best Covid vaccines, BioNTech’s only com-
and logistics businesses, and a stake grouped. As for antitrust issues, they management in the mining business, mercial product, will flag in 2024 and
in Ant Financial, the sum of the com- may not go anywhere, and Alphabet an excellent balance sheet with virtu- that the company’s drug pipeline is
pany’s parts comes to about $130 a might be worth more broken up, ally no net debt, and a well-covered unexciting. Citing these factors, J.P.
share, nearly double the current stock anyway. 2.3% dividend yield,” says indepen- Morgan recently cut its rating on the
price, according to analysts at China Alphabet had over $100 billion of dent analyst Keith Trauner. The stock stock to Underweight.
Merchants Securities in Hong Kong. net cash as of Sept. 30, and the com- trades for about 16 times next year’s But unlike so many cash-burning
Alibaba isn’t risk-free. It delayed pany is showing some discipline on projected earnings. biotechs, BioNTech is expected to
plans for an IPO of the cloud software costs. That leaves plenty of money remain profitable in 2024, and the
business due to U.S. chip export re- to buy back stock, and perhaps even Berkshire Hathaway company’s oncology-focused pipeline
strictions, and it faces growing com- start paying a dividend. Alphabet The recent death of Berkshire Vice could prove more promising than
petitive pressures in China. But head- could easily support a 1.5% payout, Chairman Charlie Munger at 99 high- some investors believe. BioNTech has
winds from the Chinese government’s in line with the market. lights the key-man risk at Berkshire, also said it won’t blow the cash on an
crackdown on Big Tech and a sluggish “We continue to view Alphabet with the incomparable Warren Buffett expensive deal.
domestic economy are reflected in the as one of the true leading tech fran- now 93. Buffett is impossible to re- And BioNTech has oodles of cash,
stock, says Steve Galbraith, managing chises at a fundamental inflection place, but he has positioned Berkshire more than $18 billion. That’s nearly
partner of Kindred Capital Advisors. point,” writes Evercore ISI analyst to succeed without him, and the stock three-quarters of its current market
“At this price, things don’t need to Mark Mahaney. should do just fine with him still at the value of $25 billion. Investors effec-
go spectacularly well—or even well— helm in 2024. tively are paying just $7 billion for its
for Alibaba,” he says. “They just need Barrick Gold The case for Berkshire starts with Covid franchise and drug pipeline.
not to get incrementally worse.” Gold-mining stocks haven’t been able what CEO Buffett calls a “Fort Knox” Graham would call that a margin
A bigger dividend, now 1%, or larger to keep up with gold prices—but this balance sheet, with over $150 billion of safety. We call that a stock worth
stock buyback could boost the stock. may be the year that changes for Bar- in cash, or about 20% of the com- owning.
rick Gold. pany’s market value. Earnings are
Alphabet Gold miners are thought of as lev- growing too, with Berkshire’s after-tax Chevron
Alphabet could be the best bet among eraged plays on the metal, yet Barrick operating profits up nearly 20% so far Some of the sheen came off Chevron
the Magnificent Seven stocks that led shares are up just 3% this year, while in 2023. They could hit $40 billion in 2023, but the company remains one
the market higher in 2023. gold is up more than 10%, to $2,036 this year, powered by higher interest of the best-run big energy companies
It’s expected to grow as fast as an ounce. Blame higher costs and income on Berkshire’s cash and strong in the world.
Microsoft, with earnings forecast lower-than-expected gold production. insurance underwriting results, The stock, at about $150, is off 16.5%
to be up 15% in 2024, three times as Barrick has several things going helped by a turnaround at Geico. this year—worse than any of Chevron’s
quickly as Apple’s 5% growth. Yet for it. The company has some of the Berkshire’s equity portfolio, led by global supermajor peers, including
its stock trades for just 20 times earn- world’s best mines in spots like Ne- Apple, is having a great year. Exxon Mobil, which is down 8%.
ings, a discount to both Microsoft and vada and the Dominican Republic, The stock looks reasonably priced, Chevron’s underperformance was
Apple’s 30 times, despite gaining 50% and it’s the top gold producer in Af- valued at 1.4 times estimated year-end deserved. Two of Chevron’s biggest
this year. rica. It aims to boost its mine output— 2023 book value and about 18 times oilfields in the Permian basin and
Investors have been worried about mostly gold and some copper—by next year’s projected earnings. The in Kazakhstan had production short-
falls, and investors were unim- the “Dolan discount,” a reference to franchise in Frito-Lay, maker of Dor-
pressed with Chevron’s $60 billion the controlling Dolan family. Chair- itos, Cheetos, and Lay’s potato chips.
deal to buy Hess, a steep price for a man Jim Dolan told Barron’s in Sep- Frito-Lay generates more than half the
company whose chief asset is a 30% tember that the company won’t enter- company’s profits, making Pepsi less
stake in the huge offshore field in tain a full sale of either team and isn’t dependent on soda than Coca-Cola.
Guyana. interested in a partial sale, either. Fears that weight-loss drugs will
Still, the shares look inexpensive, “The market is assigning a pretty curb snacking caused PepsiCo stock,
despite the possibility that 2024 earn- punitive ‘Dolan discount’ to these at $168, to drop 7% in 2023. A confi-
ings estimates come up short of expec- trophy assets,” says Jonathan Boyar, dent Pepsi, though, said in October
tations due to recent weakness in oil president of Boyar Research. that it expects to deliver per-share
and gas prices. Chevron trades at 10.7 He values the stock at more than earnings growth at the top of its high-
times projected 2024 earnings and $300 a share. He says the company single digit annual target in 2024 after
yields 4.2%, based on the company’s should sell a minority stake in the a projected 13% gain this year. And
plan to boost its dividend by 8% in Knicks or Rangers, buy back a lot of the stock trades for 20.6 times next
January. After the Hess deal closes, stock, or pay a regular dividend. The year’s projected earnings, below its
the company also plans to buy back ultimate payoff would be a sale of the five-year average. It also yields 3% and
$20 billion of stock annually, or about entire company—and there probably has raised its dividend for 51 straight
6% of its shares. isn’t much downside, given the dis- years, including a 10% increase this
Greg Buckley, an analyst at Adams count to asset value. past summer. As for Ozempic, its use
Funds, says Chevron has a lower-risk Boyar notes that the Dallas Maver- is far from widespread—maybe 1% of
growth profile than peers, trades at a icks’ Mark Cuban, who was thought the population in 2024.
15% discount to its average cash-flow to be an owner for life, recently sold “Pepsi is the most durable business
multiple, and should have a total a majority stake in the team to the in our coverage,” wrote Jefferies ana-
yield—dividends plus buybacks—of Adelson family. lyst Kaumil Gajrawala in a recent
about 12% after the Hess deal closes. MSGS stock is languishing because client note.
“The valuation is compelling,” he says. Madison Square Chevron remains
one of the best-run
investors are tired of waiting for the It rarely pays to bet against the
Garden Sports big energy compa- Dolans to do something. The wait American eater.
Hertz Global Holdings MSG Sports owns two of the most valu- nies in the world. could end in 2024.
Hertz’s high-profile move into electric able professional teams in their sports: Above: A Chevron
rig in the Permian
U-Haul Holding
PepsiCo
vehicles has proven a bust, but the the New York Knicks and Rangers. basin near Midland, There are few businesses with a
stock looks cheap enough to be a According to Sportico estimates, Texas. The “Ozempic effect” and flagging stronger competitive position than
winner in 2024. the Knicks and Rangers are worth $7.4 investor interest in traditional con- U-Haul Holding, which dominates
Barron’s had a favorable call on billion and $2.45 billion, respectively. sumer staples have weighed on Pepsi- the do-it-yourself moving business
Hertz when the stock traded close to But the company’s current market Co stock this year. But the impact of with its nationwide fleet of trucks.
$18 earlier this year, but shares have value of just $4.2 billion, plus some weight-loss drugs on PepsiCo’s snack- U-Haul’s rivals—including Penske
dropped almost 50%, to about $10. $300 million of net debt, is less than food and beverage franchise will prob- and Budget—are a fraction of its size.
To put it simply, Hertz’s big bet on half that. The stock, now around $173, ably be minimal. It’s the ultimate network-effect busi-
EVs—about 11% of its fleet against an is below where it stood five years ago. Though named for a soft drink, ness, given its 23,000 locations
estimated 2% for rival Avis Budget That’s too cheap, even factoring in Pepsi has a best-in-class snack-food around the U.S. and Canada and
Group—went bad. Repair costs for its nearly 200,000 rental trucks. The
Tesla-heavy fleet are high, and Hertz $12 billion company has steadily built
is getting less than it had projected a sizable self-storage business that
when the cars are sold due to deep A Winning Record now ranks third in the industry, and
price cuts. Customers aren’t keen on Barron’s picks outperformed a strong market in 2023. could be worth $8 billion alone based
the cars, either, due to charging and on comparable companies.
Company / Ticker Price 12/16/22 Price 12/14/23 Total Return
range issues. Given U-Haul’s market position,
The rental-car industry, though, Alcoa / AA $42.72 $29.90 -29.2% the nonvoting stock, which trades
is an oligopoly, with over 90% of the under the ticker UHAL.B, looks inex-
Alphabet / GOOG 90.86 133.20 46.6
U.S. market controlled by Enterprise, pensive. Even with earnings expected
Avis, and Hertz. That means pricing Amazon.com / AMZN 87.86 147.42 67.8 to slip to $4.50 this fiscal year due to
should stay rational. And even with reduced moving activity, shares are
Bank of America / BAC 31.70 33.94 10.4
cuts in profit estimates, Hertz trades valued at about 14.1 times earnings at
cheaply at 8.6 projected 2024 earn- Berkshire Hathaway / BRK.A 454,620 549,760 20.9 a recent $63, while the long-term out-
ings, while its market value of $3.1 look looks strong.
Comcast / CMCSA 34.49 44.64 33.2
billion is less than half that of the There is virtually no Wall Street
somewhat larger Avis. There’s also Delta Air Lines / DAL 33.11 42.44 28.8 coverage of U-Haul. It is run like a
a chance that the investor group that private company by the Shoen family,
Madison Square Garden Sports / MSGS 160.22 173.29 8.2
controls Hertz with a nearly 60% which owns about half the company.
stake could offer to buy out public Medtronic / MDT 76.72 83.43 12.5 “It’s hard to find such a dominant
Daniel Acker/Bloomberg
shareholders if the stock remains brand and such an extremely well
Toll Brothers / TOL 50.55 105.18 110.8
cheap. and conservatively run business as
The current stock price is “over- Average 31.0% U-Haul,” notes Kindred Capital’s
whelmingly attractive for patient Galbraith. He says the company
S&P 500 24.5%
investors,” wrote Chris Woronka, would be a great acquisition for
a Deutsche Bank analyst. Note: Total return includes dividends reinvested Source: Bloomberg Berkshire Hathaway. B
How Christmas
25% of the year’s profits are in that Hallmark, the industry leader then
month,” wrote Barron’s of big-city and now, has since parlayed its holi-
department stores like New York’s day connection into a cable station
R.H. Macy & Co. and Marshall Field that specializes in movies like Christ-
of Chicago. They reported record mas With a Kiss.
Turned Into a sales, as did mail-order businesses

like Sears Roebuck, which brought
city goods to the rest of the country,
the Amazon.com of its day.
Children growing up in the 1950s
and ’60s could be excused for thinking
that Santa worked for Mattel, which
captured nearly 10% of the toy market
Shopping Bonanza
1940 brought several modern with blockbusters like Barbie and Hot
developments, including efforts to re- Wheels. The key was reaching kids
place the natural evergreen Christmas where they lived: in front of the TV.
tree “with small, arc-welded, fabricated To spark holiday sales for its
metal trees,” Barron’s reported. “burp gun” in 1955, Mattel paid
And joining the other stuffed ani- $500,000 to sponsor the new
The commercialization of the holiday began in the 1800s, aided by a mals were a “mirthful” mouse and Mickey Mouse Club show. It was
beloved poem. Holiday sales have increased in 19 of the past 20 years. duck from Walt Disney, an early a “hair-raising gamble,” The Wall
example of the now-ubiquitous movie Street Journal reported, but it
tie-in. worked. Mattel sold a million burp
BY KENNETH G. PRINGLE Christmas became a family affair guns that Christmas for $4 each.
O T
focused on children and gift-giving. hen there was the “Do Your By 1964, Mattel’s ad budget was
n Dec. 23, 1823, an anony- It also turned every parent into Christmas Shopping Early” up to $9 million; in 2023, the company
mous poem about a “jolly Santa Claus, and American industry campaign launched by retail- spent $150 million in marketing the
old elf” with a “sleigh full stepped in as his workshop. ers, who actually persuaded new Barbie movie alone, per Variety.
of toys” was published in “Christmas shopping is in full swing President Franklin D. Roosevelt in A new holiday entered the calen-
the Troy, N.Y., Sentinel. in New York,” according to a letter in 1939 to move Thanksgiving up a dar in the 1980s: Black Friday. The
Christmas has never been the Huntington, Ind., Democrat on week to extend the buying season. day after Thanksgiving had long
the same since. Dec. 22, 1887. The writer describes Derided as “Christmas creep,” it was marked the start of the shopping
“A Visit From St. Nicholas,” com- seeing “mechanical toys, children’s just the beginning; holiday advertis- season, but Black Friday became an
monly known as “The Night Before watches and every conceivable and ing this year started in September, event, with massive sales that had
Christmas” and later attributed to inconceivable device for luring the McKinsey reports. crowds lining up in the middle of
Clement Clarke Moore, distilled unwary dollar from the pocketbook When “Mr. and Mrs. America” the night. It could get ugly.
Christian and pagan traditions into of the searcher after Christmas gifts.” weren’t shopping, they were busy A stampede of Black Friday shop-
a new, modern holiday. Its embodi- By 1926, the holiday shopping with another expensive holiday pers in 2008 broke down the store
ment was Santa Claus. Its chief bene- season was well entrenched. tradition, sending out Christmas doors of a Walmart store in Valley
ficiary, besides children, was Ameri- “The importance of December busi- cards—3.5 billion of them, Barron’s Stream, N.Y., trampling and killing
can business. ness may be seen from the fact that reported on Nov. 24, 1952. an employee. “It was chaos,” a wit-
Today, as we near the poem’s ness told Newsday.

bicentennial, the holiday season Such incidents add fuel to modern
accounts for nearly a fifth of U.S. an- critics of Christmas. Almost two-
nual retail sales, and more for sellers thirds of Americans think the holi-
of clothes, toys, and other prime gift day has become too commercialized.
items. The end-of-year trade is cru- Some of them work to “Keep Christ
cial to industries like airlines, hotels, in Christmas.”
manufacturing, and shipping, as well Still, Mr. and Ms. America keep
as thousands of seasonal workers. spending. Holiday sales have in-
The U.S. economy is centered on the creased in 19 of the past 20 years
holidays. (2008 is the exception) and are fore-
It wasn’t always that way. The Pil- cast to rise 3% to 4% this year, to a
grims didn’t observe Christmas. Like record around $960 billion, accord-
the Puritans, they objected to its bibli- ing to the National Retail Federation.
cally unsupported placement on Dec. That’s out of annual retail sales of
Illustration by Lynne Carty/Barron’s; Dreamstime (2)
25, as well as its link to rowdy pre- just over $5 trillion. The average
Christian festivals that celebrated the American will spend $875 over the
winter solstice and harvest’s end. holidays, a $42 increase over 2022.
“[T]he feast of Christ’s nativity is And it’s a nationwide phenome-
spent in reveling, dicing, carding, non: A full 92% of adults say they
masking, and in all licentious liberty,” plan to celebrate events such as
Puritan minister Cotton Mather thun- Christmas, Hanukkah, or Kwanzaa
dered to his New England flock in 1712. this year.
Christmas survived the Puritans’ Yes, Virginia, there is a Santa
attempts to ban it, but it changed. Claus—millions of them, in fact. They
As reflected in Moore’s poem, and exist as certainly as love and generos-
immortalized 20 years later in Charles ity and devotion exist, and as long as
Dickens’ A Christmas Carol novella, the credit cards hold out. B
F UN DS
Everything about stock investing tends to be
amplified the smaller one gets—volatility, returns,
and the effect of investment factors.
Microcap Funds
kin, Bridgeway Capital Management’s won’t be clobbered by larger competi-
head of research. “It’s the same thing tors. While he isn’t a fan of banks gen-
with momentum and other factors.” erally, he likes Esquire Financial
Because factor investing is the prov- Holdings because of its unique niche.
Could Deliver Big

ince of active management, traditional “Esquire makes loans to law firms,”
index funds are less effective in micro- he says. “What makes it interesting is
caps. One can see the active edge at there’s no competition, so they can
Bridgeway itself. The shop’s actively earn outsize margins.”
Returns in 2024
managed Bridgeway Small-Cap Similarly, Bythrow likes HCI
Value has beaten 92% of its Small Group, a Florida property-and-casu-
Value fund category peers in the past alty insurer, as most of its competitors
10 years. About 56% of the fund’s port- recently have left Florida. Meanwhile,
folio is in microcap stocks, according a new state law to prevent fraudulent
to Morningstar. homeowner’s insurance claims re-
I
There are some excellent active cently passed. HCI has “been able to
f beleaguered small-cap inves- BY LEWIS 500’s 3.6, according to Morningstar. microcap funds. Wasatch Micro Cap raise prices pretty dramatically,” he
tors were looking for a sign BRAHAM While microcaps normally trade at a Value has been managed by Brian says. “So the combo of fewer claims
that the market had finally valuation discount to high-quality Bythrow since 2003. It has beaten and higher prices is the perfect tail-
turned in their favor, Tuesday, large-caps, the current discount is 93% of its fund peers in the past 15 wind for dramatic earnings improve-
Nov. 14, may have been it. The much wider than usual. According to years with a strong 15.2% annualized ment.” Also, HCI has “sophisticated
Russell 2000 index of small Bridgeway’s data, dating back to 1978, returns, versus 14.0% for the S&P algorithms” to help it price its insur-
companies surged 93 points, the smallest stocks would have a 2.1 500. (Bythrow isn’t a deep-value man- ance based on hurricane risk.
or 5.4%, that day. price/book ratio currently to trade at ager but a growth-at-a-reasonable- On the more traditional value side,
What caused the turnaround was a their historical median discount rela- price one, so Morningstar categorizes Aegis Value and Franklin Micro-
report from the U.S. Labor Depart- tive to the S&P 500, requiring an al- his fund as Small Growth.) Cap Value are both excellent choices.
ment that inflation was finally cooling, most 100% gain to close the gap. Bythrow sees a lot of what he jok- Franklin’s fund has a low 1.0 price/
with consumer prices rising just 0.2% But everything about stock investing ingly refers to as “micro craps” in the book ratio and is concentrated in
in the month of October. Such news tends to be amplified the smaller one fund’s Russell Microcap Index bench- high-quality value stocks. Aegis em-
means interest rates, which the Federal goes down the capitalization ladder— mark. “There are hundreds of public ploys a deep value strategy, with a
Reserve has raised to reduce inflation, volatility, returns, and the effect of in- banks, and a lot of them are just not price/book ratio of just 0.8. Aegis has
are likely done rising. Since compared vestment factors that financial academ- very exciting,” he says. “Also, 20% of stronger returns lately but tends to be
with blue-chips, smaller companies ics have identified as leading to market the index is money-losing biotech more volatile than Franklin on both
often require more debt financing to outperformance. “The value [factor] [companies].” the upside and the down.
grow and borrow at higher rates, the may work in the large-cap space, but it He seeks companies with strong Franklin manager Oliver Wong
news was most bullish for them. works much, much better in small- insider ownership, clean balance tends to hold microcaps for a long
Yet the smallest microcap stocks, caps, and even better when you get into sheets, reasonable valuations, and time to unlock their value and to avoid
which should benefit most from a the microcap space,” says Andrew Ber- defendable niche businesses that liquidity issues trading tiny stocks.
sunnier economy, are still remarkably Despite a recent selloff in eye-care
cheap. Consider Bridgeway Ultra- pharmaceutical company Harrow, he
Small Company Market. The fund, Cheaper Than Large-Caps has been adding to his position.
which is basically an index fund with After years of underperformance, microcap funds are attractively valued and ready to surge. Though Harrow’s management just
some minor tweaks, invests in the Price/ Book Total Return launched a promising new eye-care
smallest 10% of companies in the U.S. Fund / Ticker Ratio* YTD 5-Year Annualized 10-Year Annualized drug, Wall Street has been impatient
market. As such, its portfolio stocks with its recent growth rate, Wong
Bridgeway Ultra-Small Company Market / BRSIX 1.0 -0.6% 4.4% 4.6%
have a minuscule $144 million average says: “Management has reiterated that
market capitalization, compared with Franklin MicroCap Value / FRMCX 1.0 4.5 9.2 5.7 growth is going to be spread out over
$2.2 billion for the iShares Russell iShares Micro-Cap / IWC 1.2 -0.2 4.9 5.4 many years, not quarters.”
2000 exchange-traded fund and $234 Aegis Value / AVALX 0.8 7.0 18.2 9.2 For more of a growth tilt, check out
billion for the SPDR S&P 500 ETF. Oberweis Micro-Cap or Paradigm
Wasatch Micro Cap Value / WAMVX 1.8 6.4 11.2 9.8
That micro focus has led the fund to Micro-Cap, which both have long-
underperform, with a 4.4% five-year Oberweis Micro-Cap / OBMCX 1.9 10.8 17.6 13.7 tenured managers and have bested
annualized return versus the Russell Paradigm Micro-Cap / PVIVX 1.7 10.3 13.8 10.0 their peers. There is also DFA US
2000 and S&P 500 ETFs’ 6.9% and Bridgeway Small-Cap Value / BRSVX 0.9 5.7 14.6 9.1
Micro Cap, the oldest available mi-
13.7% respective ones. crocap fund, launched in 1981. It has a
iShares Russell 2000 / IWM 1.6 8.4 6.9 6.9
Consequently, the average ultra- cheap 0.40% expense ratio, but you
small stock in the Bridgeway fund has SPDR S&P 500 / SPY 3.6 22.2 13.7 12.0 need a financial advisor to buy it.
a 1.0 price-to-book-value ratio versus Returns as of Dec. 11. *The weighted average of the price/book ratios of all the stocks in a fund’s portfolio as of the most recently available date. As long as the economy is doing
the Russell 2000’s 1.6 and the S&P Source: Morningstar well, these funds should follow suit. B
I N C O M E I N V E ST I N G TA P I N T O
4 Stocks That Need to

Reinstate Their Dividends years of experience
BY AL ROOT Paying out half of the expected 2024 ANSWER

free cash flow as dividends would result in
T
he New Year is almost here, and a yield of almost 3%. Still, companies
that means it’s time for four of might not want to restart by paying out
the last dividend cutters of half of their available free cash flow. Pay-
2020—Boeing, American Air- ing out 40% of cash would result in a yield
lines Group, Royal Caribbean Group, of 2.1%, about the same yield as the stocks
and Carnival—to bring back their payouts that pay dividends in the S&P 500 index.
to shareholders. Paying out 30% of cash would result in a
The Covid-19 shutdowns of 2020 are a
long way away, but most companies have
yield of about 1.6%, the same as the overall
yield of the S&P 500. simple questions
worked through the ramifications—includ- To be sure, restarting dividend pay-
ing the big holes blown in the balance ments isn’t a panacea for stocks. Shares of
sheets of travel-related companies that had dividend restarters such as Las Vegas
to take on debt to survive the sudden stop in Sands and Southwest Airlines are down
their businesses. Most halted their dividend since they resumed quarterly payouts, ACHIEVE
payments to preserve cash, but most have though that might be a result of a strug-
also restored their quarterly payouts as free gling Chinese economy and systemwide
cash flow returned along with tourism. problems, respectively, rather than the
The four holdouts listed above can all payouts themselves.
afford to start paying dividends again. And Companies have other reasons to be
higher capital returns can be a catalyst for reluctant. Debt might come first. Today,
those stocks in 2024. Boeing, American, Royal Caribbean, and
To say the four companies had an in- Carnival, including net debt and stock, are
credibly difficult stretch might be an un-
derstatement. Combined, they spent about
worth a combined $318 billion, according
to FactSet. That’s surprisingly close to the simple goal
$68 billion between 2020 to 2022 simply $327 billion value at the end of 2019, before
survive, more than double the $32 billion the onset of the pandemic. The market is
generated in the three years leading up to saying that after all the turmoil of the past
2020. Now they’re generating cash again. few years, the businesses are back to flat.
In 2023, combined free cash flow should But the value today comprises about $200
come in at about $9 billion, according to billion in equity value and about $118 bil-
Helping you find the right financial advisor.
FactSet. What’s more, cash flow looks to lion in net debt. In 2019, the value was
keep improving. That number is expected about $261 billion and $66 billion in net
to hit about $11 billion in 2024 and $17 debt. Paying down debt makes sense. Find your advisor
billion in 2025. Even if debt paydown comes before
dividends, it can help the stocks. If all of for free at
the forecasted 2024 free cash flow were
used to pay down debt, and the quartet
Barrons.com/advisorfinder
maintained its aggregate value, the equity
value would rise to about $221 billion and
the debt outstanding would fall to about
Daniel Slim/AFP/Getty Images
$107 billion. That’s a 10% equity return.

Make no mistake. Most companies in
the S&P 500 should pay dividends. That
goes for Boeing, Royal, Carnival, and
American Airlines, too. It’s just a matter of
time until they do—and there’s no time like
American Airlines planes at Los Angeles. the present. B © 2022 Dow Jones & Company, Inc. All rights reserved. 2E281
T E C H T R ADER
Next year should bring a continued focus on
artificial intelligence. The big change is likely to be
the return of IPOs and a pickup in big deals.
Tech Stocks Poised

used for large language models, as a play on big data to power large
Nvidia remains the obvious winner in language models; and Dell, HP Inc.,
the AI sweepstakes. Paul Meeks, a and Hewlett Packard Enterprise as
fund manager who also teaches fi- plays on AI-powered hardware.
For Another Big Year.

nance at The Citadel, says Nvidia re- IPOs are coming: While 2023 was
mains his favorite AI play. a strong year for megacaps, it was a
“Nvidia remains far ahead of the nightmare for the venture market,
field in turning AI mania into revenue with valuations tumbling, fund-raising
Our 2024 Predictions.

and profit growth,” Meeks says. “It’s falling, bankruptcies increasing, and
not exactly undiscovered, but none- exits hard to come by. (It was also the
theless is compelling still.” year Silicon Valley Bank collapsed.)
There are other compelling AI The initial public offering market has
plays: In chips, Advanced Micro been moribund, and mergers and ac-
Devices, Qualcomm, and Broad- quisitions have been hampered by a
com stand to benefit, as does mem- combination of high borrowing costs
J
ust in time for the end of opportunity to pick up some laggards. ory-chip company Micron Technol- and an antimerger bias in Washington,
the year, I’ve updated the And, as I wrote last week, one place to ogy, which reports quarterly results Brussels, and London.
software on my crystal ball. look for underappreciated merchandise on Dec. 20. Micron had a terrible year The IPO window should begin to
Sure enough, its new chat- is in the small-cap arena, which surged financially, but memory prices are on open once the Fed actually cuts rates.
bot feature has a lot to say after this past week’s Fed meeting. But the mend—and both AI servers and What the market needs is a big, flashy,
about 2024. I also think the Magnificent Seven are PCs will require more memory than successful new issue—the one the Val-
I hope the patch fixes going to again deliver outsize returns. older hardware. ley wants is Databricks, a data plat-
whatever went wrong with the thing BY ERIC J. David Readerman, who runs the tech- Microsoft remains the best AI soft- form company valued at $43 billion
last year, when I wrote in this column SAVITZ focused hedge fund Endurance Capital, ware bet thanks to its Azure cloud that is well positioned to take advan-
that tech stocks would likely be lower sees potential profit-taking in the Mag business, its 49% stake in OpenAI, tage of the data-hungry needs of large
in 2023 for a second straight year. I Seven in January, but after that, he and its growing portfolio of AI Copilot language models. But there are other
should have double-checked with my says, “you want to back up the truck.” software. But beware: One key for the candidates, including SpaceX, Fanat-
Magic 8 Ball. There are those who see still see sector will be what Microsoft says ics, and Shein.
Tech stocks, of course, have had a brewing risks. Mizuho Group tech early next year about the adoption rate Deals are coming, too: Cash is
blowout 2023, with the Nasdaq Com- analyst Jordan Klein notes that many of the Copilot service for its 365 suite piling up on the balance sheets of
posite up more than 40%, and the tech stocks are now discounting the of productivity apps. newly lean tech companies, and in the
Magnificent Seven—Apple, Micro- Fed cutting rates in 2024. “What if “We’ve got to see AI come through coffers of private-equity firms. There
soft, Alphabet, Amazon.com, Meta rates just do not come down?” he in the numbers,” Readerman says. are 1,000-plus unicorns looking for an
Platforms, Nvidia, and Tesla—aver- asked in a recent client note. Without that happening, there will be exit, and most will never IPO. Some
aging a better than 100% return. AI and the cloud: Expect AI and fresh doubts about the size of the AI will be bought, though—and as rates
The rally had three drivers: expec- cloud stocks to gain more ground in opportunity. come down, activity should pick up.
tations for a Federal Reserve pivot, 2024. It all starts with Nvidia, which That said, I’m still a believer, and I Washington’s tough antimerger stance
which was finally confirmed this past still looks inexpensive thanks to its see plenty of other ways to play the isn’t likely to change, but the cash pile
week; a new commitment to cost-cut- astonishing earnings growth. Nvidia trend, including software leaders is big enough to keep buyers shopping.
ting from the tech world; and, of shares are cheaper on a forward price/ Adobe, Oracle, and IBM. Amazon, as Finally, I asked my crystal ball chat-
course, artificial intelligence. earnings basis than slower growers the cloud leader, will benefit, too. I’m bot about the next World Series win-
This was the year generative AI like Apple, Microsoft, and Meta. As also keen on Arista Networks as a bet ner, and it told me to pick the Dodgers.
went mainstream, a trend that revived the primary supplier of graphics chips on AI-related networking; Snowflake I’d like to think it was hallucinating. B
investor interest in AI-relevant chip,
software, and infrastructure compa-
nies. The market concluded that AI
was the biggest thing to hit the tech
sector since the slide rule. “Nvidia remains far ahead of the
According to my shiny orb, all
three of those factors will drive tech field in turning AI mania into reve-
stocks higher again in 2024. Here are
nue and profit growth,” says fund
Marlena Sloss/Bloomberg
some more predictions on how the
year is likely to play out:
Higher highs: Barring a deep re- manager Paul Meeks. “It’s not ex-
cession, I can’t imagine tech stocks
declining in an environment where actly undiscovered, but nonethe-
the Fed is cutting rates. As I noted two
weeks ago, January is going to be an less is compelling still.”
THE EC ONOMY
Many small-business owners think the U.S. is
already in a recession. It could be an early indica-
tor for where the broader economy is headed.
The Fed’s Relentless

employment is below 4%, household nomic activity and in the labor market,
balance sheets are healthy, and growth Fed governor Lisa Cook said in a No-
soared in the third quarter to above a vember speech that she is “attuned to
5% annual rate. the risk of an unnecessarily sharp de-
Rate Hikes Hit Small

Many small businesses, in contrast, cline.” She said small businesses bor-
are offering warning signs. The net row for shorter terms than larger firms
share of business owners reporting and therefore face higher rates sooner
higher sales in the past three months, as they roll over their loans.
Businesses Hard
compared with the prior period, just In 2013, Samantha Snabes co-
posted its lowest reading since July founded re: 3D, a Texas company that
2020, according to the November sur- manufactures and sells 3-D printers
vey from the National Federation of that can use traditional pellets or plas-
Independent Business. The federation’s tic waste to print objects. As the 28-
Optimism Index has also ticked lower person team has grown, it has
N
for four months and is below its April pushed its main factory over capacity.
ew York City chef the U.S. Chamber of Commerce, citing 2020 level, in the depths of the corona- Snabes is now looking to relocate
Russell Jackson says survey data jointly collected by the virus pandemic. More than half of and purchase a new plant to help
finding financing chamber and MetLife. small-business owners believe the U.S. the company scale up, but the cost of
for his restaurants Access to financing is crucial for is already in a recession. financing has given her pause. “We’re
has always been a small businesses because it enables Some economists warn that small- looking at lines of credit and other
balancing act. But them to grow and hire additional work- business troubles could be an early things, and the interest rates have just
high interest rates, ers. Small firms are responsible for indicator for where the broader econ- been insane,” Snabes tells Barron’s.
high inflation, and tight credit have BY MEGAN roughly two-thirds of all net new jobs, omy is headed. “Small businesses, She isn’t alone. Small businesses are
made it more precarious than ever. CASSELLA and in recent years have accounted for which are often at the forefront of the facing tighter lending conditions than
Since his latest venture—a fine-din- 44% of all economic activity. Their re- economy...might be seeing conditions large and midmarket firms when it
ing restaurant called Reverence— silience is key to the elusive soft land- on the ground deteriorate a little bit comes to the maximum size of credit
opened in late 2019, Jackson has kept ing that Federal Reserve officials seek. ahead of what the data [are] picking lines and collateralization require-
it running with personal savings, The headwinds dogging small busi- up,” says Charlie Dougherty, a senior ments, the Fed’s most recent Senior
Small Business Administration loans, nesses highlight the risks if the Fed economist at Wells Fargo. Loan Officer Opinion Survey on bank
Paycheck Protection Program fund- keep rates too high for too long. So far, Fed officials have begun to air simi- lending practices shows.
ing, private grants, community dona- data have largely suggested that the lar concerns. While the central bank At the same time, Bank of America
tions, and his first-ever corporate broader economy remains strong: Un- wants to see some slowdown in eco- Institute data show rising credit-card
credit card, which is maxed out. balances among small businesses even
“We went from manageable to un- as spending stays more or less flat,
manageable very, very quickly because suggesting that more firms are using
the interest rates basically quadru- their cards as a source of financing.
pled,” Jackson told Barron’s from his Some 30% of small businesses are now
Harlem-based restaurant. using credit cards for financing, and
Jackson, a seasoned restaurateur overall credit-card debt levels for these
who once appeared on Iron Chef, is firms are up 20% from the prepan-
among millions of small-business own- demic years, according to the Intuit
ers battling to stay afloat amid rising QuickBooks Small Business Index
economic headwinds and slowing con- annual report.
sumer demand. In less than four years, That could indicate more small
small firms have been forced to navi- firms are facing trouble and growing
gate pandemic shutdowns, supply- more desperate for outside financing,
chain slowdowns, labor shortages, and says Ufuk Akcigit, a University of Chi-
rising prices. cago economics professor who led
Now there’s a new challenge: tight- development of the index.
ening credit conditions, which have “The variable cost of financing
driven up interest-rate payments and through credit cards is very high—and
Photograph by Aaron Richter
made it difficult for entrepreneurs to that’s why normally it’s not the first
secure loans. Roughly 1 in 5 small busi- means that people would use,” Akcigit
nesses view rising interest rates as the says. “But of course, when things are
top challenge, and half of all small tight, what will they do? They switch
firms are delaying plans to expand to credit cards.” B
because of it, says Tom Sullivan, vice
president of small-business policy with Chef Russell Jackson, owner of Reverence restaurant in New York City. email: megan.cassella@dowjones.com
32 BARRON’S Decemberr 18, 2023 BARRON’S 33
Q&A An Interview With Cathy Marcus

Co-CEO, Global COO, PGIM Real Estate
“Office is where there is still the greatest disconnect between [higher] private-
market valuations and where things might actually trade.” Cathy Marcus
Real Estate Is on
learning become more entrenched. tive target for private-equity-focused over 10 years, there wasn’t great
Another long-term trend is around on high-quality apartment portfolios. performance in the office sector. The
demographics, which means senior ability to work remotely has acceler-
housing. Aging populations mean What else do you like? ated the decline of certain office
there is a strong structural trend driv- Welltower is a sizable owner of buildings, but that was in the works.
ing demand, and supply hasn’t kept assisted-living facilities across the Maybe we end up in the same
The Mend. The

up. Senior housing is also changing as country. This property type was hit place with office as we are with retail
the way we grow old changes. More hard by the pandemic and is just now, where there is a shakeout of the
people are suffering from conditions starting to show an upward trajec- outdated inventory and some level of
like Alzheimer’s, which require spe- tory in occupancy, but with a lot of adaptive reuse. Then, suddenly, we’re
cialist care as part of senior housing runway left to get to prepandemic left with good inventory.
facilities. But the needs of residents levels. Add in a best-in-class manage-
Best Values Now.

are changing in other ways, too. Many ment team with a low cost of capital Low office occupancy has gener-
residents place an emphasis on exer- to do accretive acquisitions, and tem- ated concerns about life in cities’
cise and socializing, and therefore pering healthcare-worker wage infla- central business districts. What
want a product with gyms, bars, and tion, and it all adds up to attractive are your thoughts about the future
dining options. earnings growth in 2024. of life in big cities?
Publicly traded REITs are still cheap I worry about cities where there are
BY SHAINA MISHKIN in December, about the outlook for relative to the private market, and in What is the outlook for the office concentrations of office buildings:
D
office real estate, what PGIM is buy- many cases, public companies are sector? Midtown Manhattan, San Francisco
on’t dwell as a real estate ing now, and where she sees opportu- priced at a steep discount to our expec- Office will remain challenged around in the Financial District, Chicago in
investor on how property nity for investors. An edited version tations for private-value losses. And the world, but less so in certain mar- the Loop area. When you have low
is used, says Cathy Mar- of the conversation follows. broadly speaking, real estate debt is kets. In Asia, the office markets are occupancy in the office space,
cus, co-chief executive looking attractive. It still offers better holding up a lot better than in many ground-floor retail spaces that are in
officer and global chief Barron’s: Rising interest rates have risk-adjusted returns than core equity. other parts of the world. office buildings can’t maintain occu-
operating officer of PGIM made this a bumpy year for real Office is where there is still the pancy, either. That’s where Starbucks
Real Estate. “You should estate investors. Will that change What investment advice, and picks, greatest disconnect between [higher] is, that’s where the newspaper stand
be agnostic as to whether somebody in 2024? do you have for retail investors? private-market valuations and where is, that’s where your nail salon is.
eats their lunch there, sleeps there, or Cathy Marcus: In my best-case REITs are set up for a bit of a tailwind things might actually trade. Some of They can’t keep their businesses
stores their old couch there,” she says. scenario, the latter half of ’24 will be in 2024. Unprecedented interest-rate that has less to do with the valuations open.
“Focus purely on the metrics of the more normal-feeling, driven by a few increases in 2022 and ’23 have and more with the fact that there is There are benefits to having a criti-
investment.” things. No. 1, there is an expectation paused, and many investors are no liquidity in that market; so, few cal mass of people and commercial
That approach has helped PGIM, that interest rates will start going expecting a decline in rates in 2024. people are buying office [properties] activity. I don’t feel like anyone is
the asset-management arm of insurer down in the back half of ’24. Also, in Thus, the main headwind is likely right now. You haven’t had the sales questioning the role of cities and cen-
Prudential, build a $207.5 billion real the [private asset] institutional space, reversing into a tailwind. Historically, transactions to prove out things like tral business districts. It’s just: How
estate business that spans nations and pricing discovery is still going on, and REITs have outperformed the S&P capitalization rates, discount rates, do they evolve to meet the current
sectors, with investments in three the full impact of all the interest-rate 500 index by approximately 450 and price per square foot. needs of society?
broad categories: equities, debt, and increases hasn’t entirely worked its basis-points [4.5 percentage points] You also haven’t had a tremendous New York is a perfect example: It
loan servicing. way through valuations. in the 12 months following the last amount of leasing activity. Establish- has a structural deficit of housing, in
Interest rates have stopped rising, Private-market valuations require interest-rate hike in a cycle, and ing what lease rates should be has particular housing that is attainable
but the storm that battered private transaction activity to prove out the delivered an average total return of been very difficult. Leasing activity is or affordable. It would be a nice, ro-
real estate valuations isn’t over yet, value. For a long time, there was no approximately 19% after the end picking up in some cities—New York mantic notion to say, “We’re going to
according to PGIM Real Estate’s transaction activity, so that informa- of the last three hiking cycles. is one—but it was dead for a while. take these vacant office buildings and
recent 2024 outlook. Private-asset tion wasn’t available. That is one of We are finding opportunities in turn them into affordable rentals.” It
property values will need to fall an- the ways that the private markets areas with a shortage of needs-based How long will the downturn last? isn’t economically feasible.
other 10% for buyers and owners to differ from the public markets. real estate supply that trade at a large Office might continue to struggle for There certainly will be situations
come to terms on deals, the firm says, discount to our estimate of real estate quite some time. There are office as- where it can be done, but the physical
meaning that values and transaction What would you put in the better- value. In the apartment sector, Veris sets that are doing well—it isn’t the structure of a lot of office buildings
activity will slump further. But there news column? Residential recently disposed of all majority of them. It is newer assets, doesn’t lend itself to residential units.
are pluses, too. Real estate income Retail [real estate] saw a tremendous the retail market is in better shape. I’m we are seeing some softness, it is un- broadly, we like areas of the market its legacy office properties, making it with strong [environmental] creden- You need more elevators, more water,
streams remain strong, and the com- amount of value destruction prepan- talking about necessity-oriented retail, usual to see rents go down on renewal. exposed to long-term trends. a small-size play on strong Northeast tials, in locations where people want and more power. You just need so
pany sees gains ahead in credit and demic and in the early part of the pan- less so big malls. We’re bullish on data centers, par- apartment fundamentals that trades to be today. Since the pandemic, em- many things that it’s cheaper to start
real estate investment trusts, or demic. It feels like that worked its way Also, fundamentals are still pretty Where does PGIM see buying ticularly hyperscale, as there is a sig- at a sizable discount to real estate ployers have had to provide an office from scratch—but that would assume
REITs. out of the system. We saw forced re- good across sectors other than office. opportunities? nificant imbalance between supply value. environment that is better than that you get the land for free, and
Marcus, who was promoted to the pricing and the elimination of inven- We’re seeing a lot of rent growth in The operative term is necessity. That and demand for these assets. Our We expect further consolidation home. A lot of the older office stock someone would have to pay for the
co-CEO role in September after a 25- tory that was no longer relevant. Now, industrial—less than we saw last year, means housing, grocery-anchored data needs are only going to grow and merger activity in the REIT space will never check those boxes. demolition. It’s a tricky subject.
year career at PGIM, spoke with Bar- but rents are still growing. Even in retail, infill logistics—it’s food, shelter, as technologies such as generative to ultimately close the gap with pri- The evolution of the office sector
ron’s in late November, and by email Photograph by BRYAN BANDUCCI multifamily, in some markets where and your Amazon deliveries. More artificial intelligence and machine vate values. Veris would be an attrac- began before Covid. If you look back Thanks, Cathy. B
MARKET WEEK
December 11 through December 15, 2023
Winners and Losers P. 37 Power Play P. 40

International Trader P. 38 Charting the Market P. 41
Striking Price P. 39 Research Reports P. 42
Inside Scoop P. 40 Statistics P. 43
13D Filings P. 40
MARKET PERFORMANCE DASHBOARD
Dow Jones Industrials S&P 500 Nasdaq Composite SPDR S&P Regional Banking ETF
37,305.16
52-wk: +13.32% YTD: +12.54% Wkly: +2.92%
4719.19
52-wk: +22.50% YTD: +22.91% Wkly: +2.49%
14,813.92
52-wk: +38.38% YTD: +41.54% Wkly: +2.85%
$52.96
52-wk: -6.99% YTD: -9.84% Wkly: +8.10%
12%
10
The Core’s the Thing That’s All, Folks!

8
The November inflation report The Federal Open Market
on Tuesday was a mixed bag. Committee all but confirmed
Headline price growth dipped as on Wednesday that interest 6
gas prices fell, but core prices rates have peaked, signaling
held firm at a 4% annual rise— cuts next year. Regional-
4
twice the Fed’s target. bank stocks soared.
2
No Hangover Muted Finish
The party continued on Stock indexes closed with
Thursday, with stocks adding a flattish Friday, while sitting 0
to their post-Fed-meeting ascent. on major weekly gains.
The Dow Jones Industrial The S&P 500 climbed for -2

Average hit a record high for seven straight weeks
a second straight day. for the first time since 2017.
-4
Monday Tuesday Wednesday Thursday Friday Close
Source: Barron’s Statistics
T
here isn’t much time since July 31. “Markets interpreted the [Federal
THE TRADER more to wish for

from the market
this year after the
Even better, the rally has broad-
ened out beyond the Magnificent
Seven. That cohort of tech-related
Open Market Committee] meeting as
a green light to price in the perfect
investment backdrop for 2024: falling
Federal Reserve stocks, which includes Apple and inflation and moderate economic
delivered the pros- Nvidia, are collectively up nearly 75% growth,” says David Donabedian, chief
pect of monetary for the year, and have largely driven investment officer at CIBC Private
The Bulls easing wrapped in a big, shiny bow.

The Fed’s so-called dot plot fore-
BY
CARLETON
the S&P 500’s 22% gain. But this past
week, lagging sectors like materials
Wealth US. “This is a powerful rally,
and not one to get in the way of in a
Are Back. casts three interest-rate cuts in 2024,

and the market expects even more.
Either way, the hint of looser mone-
ENGLISH and real estate—which both climbed
more than 4.5%—caught a bid.
For the remaining two weeks of
seasonally positive time for equities.”
As if to confirm the rally, a bull,
later named Ricardo, was seen run-
But the Fed tary policy was enough to send mar-
kets on a tear. The Dow Jones Indus-
2023, the recent rally leaves investors
with little to do—even less-than-
ning on the train tracks in Newark,
N.J., perhaps trying to make his way
Is Pivoting trial Average surged 2.9% this past
week—reaching a record high—while
dovish comments from Fed Bank of
New York President John Williams
to Wall Street while also avoiding the
slaughterhouse. That coincidence is
For Other the S&P 500 index climbed 2.5%, and
the Nasdaq Composite advanced
on Friday failed to slow the market’s
momentum. Barring any shocks, the
as auspicious a sign to rest easy for
the next few weeks and enjoy the
Reasons. 2.85%. The yield on the 10-year Trea-

sury note closed below 4% for the first
good tidings are likely to linger
through year end.
holiday season as we’re likely to get.
Avoiding the slaughterhouse will
be key in 2024. It’s true that lower interest deal was soon followed by Chevron scoop-
rates help consumers and businesses alike. ing up Hess for a measly $53 billion. Per-
Mortgage rates, for instance, fell below 7% haps not wanting to be left out, Occidental
this past week for the first time since Au- Petroleum this past week said it would
gust, which could get potential home buy- buy West Texas producer CrownRock in
ers off the sidelines. Businesses, too, will an $11 billion deal.
enjoy lower borrowing costs, greasing the Three, as they say, is a trend, and Wall
wheels for more deal making and hiring. Street doesn’t expect this one to end any-
But it’s also important to consider the time soon. “One big deal happens, and
reasons why rates could be heading lower. guess what, everybody feels like they have
“The Fed doesn’t cut interest rates to to do one,” said Kevin Costantino, co-head
be magnanimous; they cut interest rates of investment bank Greenhill, on a panel on
because they see weakness in the economy Thursday. “The fear of missing out is a real
or rising financial risks,” Donabedian says. thing.”
He expects that to play out next year as the That FOMO factor has drillers eyeing Are you looking to start an
proverbial “long and variable lags” of mon- up the Permian basin, an oil-rich swath
etary tightening are felt in the economy.
That could lead to a credit-tightening
of land spread between West Texas and
southeastern New Mexico, as buyers try to
Advisor Business or to switch
recession, something that seems likely,
given that traders are pricing in as many as
make up for declining inventories. Other
prime assets are located in Texas’ Eagle your existing Custodian?
six rate cuts in the next year, a sign that any Ford Shale as well as the Bakken forma-
economic landing will be “more hard than tion, shared between Montana, North
soft,” Donabedian says. A slowdown could Dakota, and parts of Canada. Interactive Brokers helps advisors quickly build
last for a few quarters but create a setup for But it isn’t just the explorers—known as competitive advantage, efficiently manage their business,
a more durable bull market in the back half upstream companies in industry jargon— and serve clients at lower costs – and we don’t compete
of 2024. that are likely to merge. Once consolidation
If he is right, investors will want to sober happens at the top, so-called midstream
with you for clients.
up a bit with their asset allocations. Small- players—those that transport oil—and
cap and mid-cap stocks tend to outperform downstream refiners will also join up. “With
when rates tick down, but with the Russell all those big deals that happen at the top,
2000 up 16.4% in the past five weeks, it that all cycles through the entire system PROFESSIONAL PRICING GLOBAL MARKETS
may not be time to pull the trigger, even from midstream on down,” Costantino said. No ticket charges, custodial Trade stocks, options, futures,
though the valuations are compelling. In- “When you see big guys consolidate, that fees, minimums, and no fees for currencies, bonds and funds on over
stead, investors might want to consider the means they’re going to squeeze their suppli- technology, software, platforms, 150 global markets from a single
safer parts of the market that had fallen out ers, which means they need to consolidate.” or reporting. unified platform.
of favor and are only starting to recover: As for the explorers, they’re trying to
Low commissions, starting at $0 for
utilities, consumer staples, and healthcare. maintain their dominance, as inventories FINANCIAL STRENGTH
US exchange-listed stocks and ETFs.1
Remember, too much holiday cheer can are expected to be under pressure, says IBG LLC’s strong financial position,
lead directly to the post-party blues. Neal Dingmann, an analyst at Truist Secu- with over $13 billion in equity capital,2
rities. The expected mismatch between ADVANCED TECHNOLOGY a conservative balance sheet and
The Next Oil Mergers supply and demand means that larger play- Fast and reliable client onboarding. automated risk controls are designed
Deal making is all the rage in the oil patch— ers with the ability to buy inventory can to protect you and your clients.
Professional trading platforms for
and there should be more deals to come target smaller drillers that lack the scale to
mobile, web, and desktop, and
in 2024. be productive when they’re operating only
comprehensive tools including
Merger mania started in the fourth quar- one or two rigs. For the 6th year in a row,3 Barron’s
Model portfolios, trade allocation,
ter, when Exxon Mobil acquired Pioneer Among the potential acquirers, Ding- named Interactive Brokers as #1
portfolio management, ESG scores,
Natural Resources for $60 billion. That mann cites Devon Energy, Diamondback
and PortfolioAnalyst®, to consolidate – Best Online Broker in 2023
your clients’ entire portfolio.
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Friday’s Week’s Week’s Friday’s Week’s Week’s The best-informed investors choose Interactive Brokers
Close Change % Chg. Close Change % Chg.
DJ Industrials 37305.16 +1057.29 +2.92 Barron’s Future Focus 1010.27 +33.37 +3.42
DJ Transportation 16016.11 +805.05 +5.29 Barron’s Next 50 3076.55 +90.10 +3.02
DJ Utilities 881.89 +7.87 +0.90 Barron’s 400 1060.25 +46.99 +4.64 To learn how we can help grow your
DJ 65 Stocks 12198.98 +393.71 +3.34 Last Week Week Earlier business, call 855-861-6414 or visit
DJ US Market 1154.93 +30.55 +2.72 NYSE Advances 2,314 1,428
NYSE Comp. 16609.84 +402.08 +2.48 Declines 649 1,533
NYSE Amer Comp. 4520.82 -47.25 -1.03 Unchanged 34 48
S&P 500 4719.19 +114.82 +2.49 New Highs 482 294 ibkr.com/whyria
S&P MidCap 2745.60 +113.51 +4.31 New Lows 71 68
S&P SmallCap 1290.88 +70.67 +5.79 Av Daily Vol (mil) 5,445.7 4,010.3
Nasdaq 14813.92 +409.95 +2.85 Dollar (Finex spot index) 102.59 104.01
Value Line (arith.) 9851.45 +422.66 +4.48 T-Bond (CBT nearby futures) 123-25 119-00 Interactive Brokers LLC is a member of NYSE, FINRA, SIPC [1] IBKR Lite provides commission-free trades in US exchange-listed
Russell 2000 1985.13 +104.31 +5.55 Crude Oil (NYM light sweet crude) 71.43 71.23 stocks and ETFs routed to select market makers. IBKR may charge non-commission related fees. For more information, see ibkr.
DJ US TSM Float 47232.67 +1309.39 +2.85 Inflation KR-CRB (Futures Price Index) 265.07 262.82 com/liteinfo [2] Includes Interactive Brokers Group and its affiliates. [3] For more information, see ibkr.com/awards. Supporting
Gold (CMX nearby futures) 2021.10 1998.30 documentation for any claims and statistical information will be provided upon request. 12-IB23-1653 RIA-HP
Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
Basic Materials 4.21%

Financials 3.98
Industrials 3.85
Consumer Services 3.19
Consumer Goods 2.56
Oil & Gas 2.43
Technology 2.13
Health Care 1.82
FINANCIAL SECTOR OF
Utilities 0.87
–1.73 Telecommunications
THE S&P 500 IN ONE ETF

Source: S&P Dow Jones Indices
Energy, and Marathon Oil—all of which below book value. As of this past week, he
he rates Buy. He also sees ample targets still was still a fan of the stock, a spokesperson
Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF in play, even if they’re not quite the mega- confirmed.
deals announced earlier this year. Buy- Then Wednesday happened. On that
rated Permian Resources, Southwestern day, the Federal Reserve released its Sum-
An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a
prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the Energy, and Civitas Resources all make mary of Economic Projections, or dot plot,
prospectus carefully before investing. his list of potential acquirees and have mar- which signaled that there would be three
All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification risks, which generally ket caps well below $10 billion. rate cuts in 2024, and that was enough to
results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply. “There are just so many years left to pro- send markets higher. A lot higher. The Dow
The S&P 500 is an index of 500 common stocks that is generally considered representative of the U.S. stock market. You cannot invest directly in an index. duce, and there is a rush to be in control of Jones Industrial Average notched an all-
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust. the best quality of that resource,” says Matt time high, and bank stocks were especially
Bernstein, a senior analyst at Rystad En- strong, with the SPDR S&P Regional
ergy. “Fundamentally, everyone needs a Banking exchange-traded fund gaining
piece of the pie.” 9.9% on the week through Thursday.
Demystifying
And unlike previous eras of consolida- Previously unloved stocks gained even
tion in the industry, explorers are showing more. Key rose 11.4% on the week through
some discipline in their acquisitions. Exxon Thursday’s close, finishing at $14.77 a
and Chevron plan to complete their buys in share, well above the $13.52 average price
all-stock transactions, avoiding the need to target, according to analysts surveyed by
Alternatives
tap debt markets. High debt burdens from FactSet. With the Fed’s nudging, investors
previous consolidation eras led to a wave of apparently felt confident enough to buy
bankruptcies in 2016—companies want to Key’s bull case and then some.
avoid that this time around. Peter Winter, an analyst at D.A. David-
son, had been one such bull, telling Barron’s
Banks Get a Break on Tuesday that Key was one of his top
Sometimes the best-planned column can be picks for 2024. The bank had struggled
upended by a surprisingly buoyant market. with weakening margins, but he was confi-
That was the case this past week when a dent that it would be able to keep expenses
dovish Federal Reserve caused a surge in flat. He was also optimistic that a return in
shares in KeyCorp—a large enough one to investment banking activity—up from de-
make us reconsider a recommendation to pressed levels in 2022 and 2023—could be
buy the stock. a catalyst for shares. Both of those things
It was quite the turnaround. Until could still be true, but he had a $14 price
Visit brookfieldoaktree.com Tuesday, Key, which was down 20% target on shares—bullish for Tuesday but
on the year, had been one of the worst- leaving no upside by the end of the week.
performing banks in the S&P 500 index. Other underperforming banks got spe-
The bank suffered mightily from the sell- cial treatment, as well. Comerica, Citizens
Investing involves risk, including possible loss of principal. off that roiled regional-bank stocks earlier Financial, and Zions Bancorporation
this year, with shares nearly cut in half at were among the most punished banks this
one point. year, and they notched the biggest gains.
But in recent months, Wall Street has The year’s top performer, JPMorgan
!"#$ % &'()* warmed to the stock. Bond guru Bill Gross Chase, barely budged.
'+ , - !"',#$ was a buyer in October, enticed by a divi-
dend yield that was north of 7% and the
There may still be room for banks to run
in this nascent rally, but we’d feel better
fact that shares were trading slightly letting the dust settle before jumping in. B
W I N N E R S & LO S E R S
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NYSE Biggest % Movers NYSE Most Active NYSE American Most Active Nasdaq Most Active
Winners Volume Percentage Leaders Volume Percentage Leaders Volume Percentage Leaders
Name (Sym) Volume Close Change %Chg. Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change
GaotuTechedu(GOTU) 108574 4.63 +1.87 +67.8 FlameAcqnA(FLME) 2122 3910.2 11.06 +0.26 NatlHealthcare(NHC) 3480 1243.5 94.21 +5.61 ReneoPharm(RPHM) 31596 3028.2 1.42 –5.58
SunnovaEnergy(NOVA) 39786 13.84 +3.43 +32.9 GlobalPtrs(GLP) 7856 1061.0 39.74 +2.58 BattalionOil(BATL) 1117 1053.2 9.59 +4.47 AuroraTechA(ATAK) 2316 2902.5 7.60 –3.39
StudioCity(MSC) 123 6.68 +1.64 +32.5 CrownPropA(CPTK) 353 1031.9 10.61 0.00 Mynd.ai(MYND) 315 683.2 4.57 –6.84 NubiaBrandA(NUBI) 3055 2780.5 8.28 –2.42
Buenaventura(BVN) 27461 12.50 +3.06 +32.4 SuburbanPropane(SPH) 17195 933.9 17.39 +0.50 CatchaInvtA(CHAA) 284 358.9 11.12 +0.03 AmtechSystems(ASYS) 3173 2744.3 3.93 –2.62
ZimIntShipping(ZIM) 29373 9.64 +2.28 +31.0 Sunoco(SUN) 17014 842.2 56.44 +2.73 ContangoOre(CTGO) 774 305.0 17.73 –3.53 APxAcqnI A(APXI) 604 1561.2 11.17 +0.06
RocketCos.(RKT) 27337 13.74 +3.23 +30.7 USA Compression(USAC) 14612 816.4 24.65 +0.90 CompX Intl(CIX) 107 251.9 20.49 –2.54 XBPEurope(XBP) 4062 1525.0 6.96 –9.11
loanDepot(LDI) 7245 2.80 +0.65 +30.2 KensingtonCapV A(KCGI) 537 790.7 10.70 +0.07 SkyHarbour(SKYH) 535 228.6 11.35 +0.37 NorthViewAcqn(NVAC) 419 1322.6 11.13 +0.18
Glaukos(GKOS) 8664 81.48 +17.85 +28.1 DieboldNixdorf(DBD) 4109 779.2 28.53 +0.21 IssuerDirect(ISDR) 102 190.0 15.20 –0.05 Icosavax(ICVX) 18156 1052.8 15.68 +5.17
BanyanAcqnA(BYN) 768 683.2 10.80 +0.08 inTEST(INTT) 1330 178.1 12.75 –0.41 ECDAutoDesign(ECDA) 2395 1013.8 1.68 –7.42
Losers Universal(UVV) 4300 618.7 63.32 +3.15 BarHarborBkshs(BHB) 442 175.7 29.79 +1.99 HollysysAuto(HOLI) 24906 921.9 26.03 +3.33
Name (Sym) Volume Close Change %Chg.
JanusIntl(JBI) 39103 605.6 11.88 +1.01 Electromed(ELMD) 138 164.9 10.35 –0.18 RevelstoneCapA(RCAC) 450 869.3 10.80 +0.01
Cazoo(CZOO) 165 12.15 –11.10 –47.7 HoulihanLokey(HLI) 10533 504.4 122.06 +8.13 GencorInds(GENC) 202 154.8 16.65 +1.42 Hywin(HYW) 576 867.8 2.37 –3.79
Volato(SOAR) 914 4.88 –2.10 –30.1 Equitable(EQH) 76112 498.8 34.04 +1.92 MAG Silver(MAG) 7367 131.3 10.47 –0.37 CogentBio(COGT) 36945 669.3 4.88 –3.76
Regis(RGS) 263 7.10 –2.70 –27.6 ArmstrongWorld(AWI) 11232 497.9 98.92 +6.66 EvansBancorp(EVBN) 144 122.5 30.50 +1.39 HilleVax(HLVX) 2777 658.1 14.64 –0.30
LocalBounti(LOCL) 136 2.44 –0.64 –20.8 Kinetik(KNTK) 5848 485.1 32.77 –1.93 AcmeUnited(ACU) 96 119.0 40.87 +0.88 FocusImpact(FIAC) 364 622.5 10.90 +0.03
HeritageInsurance(HRTG) 5171 6.51 –1.65 –20.2 PJT Partners(PJT) 5824 477.9 101.59 +4.52 IdahoStratRscs(IDR) 184 112.4 5.78 –0.82 BlueBird(BLBD) 9150 527.0 24.89 +3.31
Beachbody(BODY) 200 9.15 –2.09 –18.6 Gildan(GIL) 15396 474.5 34.48 –2.04 RileyExpln(REPX) 707 110.6 26.80 +0.44 Coca-ColaEuro(CCEP) 41391 510.2 64.69 +1.28
VirnetX(VHC) 141 6.83 –1.30 –16.0 Matson(MATX) 4878 402.7 101.65 +2.69 ParkNational(PRK) 489 107.8 132.99 +8.29 JamesRiver(JRVR) 11507 510.0 8.49 –0.55
Team(TISI) 95 6.27 –1.07 –14.6 ComfortSystems(FIX) 8125 400.8 203.37 +9.36 CheniereEnerPtrs(CQP) 2388 107.6 50.08 –8.23 CodorusValleyBncp(CVLY) 422 508.7 25.54 +4.95
Sylvamo(SLVM) 6836 380.5 46.87 –5.27 TompkinsFin(TMP) 484 89.2 63.28 +4.59 HanoverBancorp(HNVR) 165 500.2 17.85 +0.05
NYSE American Biggest % Movers By Share Volume By Share Volume By Share Volume
Winners Name (Sym) Volume Close Change %Chg. Name (Sym) Volume Close Change %Chg. Name (Sym) Volume Close Change %Chg.
Name (Sym) Volume Close Change %Chg. Pfizer(PFE) 484702 26.63 –2.15 –7.5 Tellurian(TELL) 287731 0.68 –0.07 –8.8 Nikola(NKLA) 809988 0.91 +0.19 +27.0
BattalionOil(BATL) 1117 9.59 +4.47 +87.3 Uber(UBER) 477166 61.86 +0.16 +0.3 UraniumEner(UEC) 68675 6.34 –0.40 –5.9 C4 Therap(CCCC) 654354 4.95 +3.65 +280.8
Northann(NCL) 1418 15.92 +4.63 +41.0 Farfetch(FTCH) 386854 0.64 –0.59 –47.7 DenisonMines(DNN) 62724 1.76 –0.09 –4.9 Tesla(TSLA) 635784 253.50 +9.66 +4.0
Myomo(MYO) 4503 5.18 +1.20 +30.2 FordMotor(F) 342991 12.02 +1.01 +9.2 B2Gold(BTG) 57907 3.15 +0.04 +1.3 AdvMicroDevices(AMD) 427068 139.15 +10.23 +7.9
BlueRidgeBkshs(BRBS) 1325 3.10 +0.53 +20.6 NIO(NIO) 320967 7.98 +0.60 +8.1 AultAlliance(AULT) 55005 0.08 –0.02 –20.9 Lucid(LCID) 400990 4.77 +0.04 +0.8
SifcoInd(SIF) 95 4.53 +0.60 +15.3 BankofAmerica(BAC) 317889 33.60 +2.64 +8.5 Globalstar(GSAT) 37927 1.67 +0.20 +13.6 Apple(AAPL) 378854 197.57 +1.86 +1.0
Envela(ELA) 154 5.03 +0.65 +14.8 PalantirTech(PLTR) 309836 18.20 +0.43 +2.4 NewGold(NGD) 36606 1.44 +0.06 +4.3 Amazon.com(AMZN) 313301 149.97 +2.55 +1.7
Birks(BGI) 83 4.27 +0.43 +11.2 AT&T(T) 259099 16.52 –0.40 –2.4 FoxoTech(FOXO) 23378 0.30 –0.01 –4.7 SoFiTech(SOFI) 271137 9.35 +1.22 +15.0
OrlaMining(ORLA) 4025 3.08 +0.27 +9.6 PG&E(PCG) 170375 17.76 +0.15 +0.9 Senseonics(SENS) 21002 0.70 +0.07 +10.7 Intel(INTC) 269372 46.16 +3.46 +8.1
Carnival(CCL) 170245 18.61 +0.50 +2.8 EquinoxGold(EQX) 20652 4.70 –0.36 –7.1 Rivian(RIVN) 239840 22.83 +3.79 +19.9
Losers Snap(SNAP) 160904 16.92 +1.83 +12.1 CamberEnergy(CEI) 19073 0.22 –0.02 –8.8 NVIDIA(NVDA) 219961 488.90 +13.84 +2.9
Oracle(ORCL) 159580 103.32 –10.29 –9.1 Cybin(CYBN) 18128 0.42 +0.01 +2.1 Bitfarms(BITF) 213491 2.97 +0.38 +14.7
BoqiiHolding(BQ) 7314 0.46 –1.70 –78.7 EnergyTransfer(ET) 155449 13.71 +0.41 +3.1 GeniusGroup(GNS) 17220 0.76 +0.16 +27.0 Microsoft(MSFT) 199218 370.73 –3.50 –0.9
Mynd.ai(MYND) 315 4.57 –6.84 –60.0 WellsFargo(WFC) 152542 50.31 +4.21 +9.1 Zomedica(ZOM) 16554 0.17 0.00 0.0 CanopyGrowth(CGC) 197907 0.52 –0.28 –35.1
AditEdTechA(ADEX) 238 4.97 –5.03 –50.3 Verizon(VZ) 151531 37.37 –0.88 –2.3 EnergyFuels(UUUU) 15598 7.25 –0.30 –4.0 Alphabet A(GOOGL) 179258 132.60 –2.39 –1.8
PineappleFinl(PAPL) 1795 1.78 –1.42 –44.4 Getaround(GETR) 143906 0.31 +0.14 +87.0 i-80Gold(IAUX) 14972 1.72 +0.17 +11.0 AmerAirlines(AAL) 179238 14.49 +0.73 +5.3
DDC Enterprise(DDC) 1324 4.35 –1.61 –27.0 GeneralMotors(GM) 143459 35.73 +1.98 +5.9 Ur-Energy(URG) 14286 1.49 –0.07 –4.5 OpendoorTech(OPEN) 177018 4.06 +0.40 +10.9
Neuraxis(NRXS) 67 2.07 –0.73 –26.1 Citigroup(C) 141192 49.83 +0.94 +1.9 NovaGoldRscs(NG) 13978 3.44 –0.56 –14.0 Alphabet C(GOOG) 164593 133.84 –2.80 –2.0
AltisourceAsset(AAMC) 462 4.96 –1.69 –25.4 ExxonMobil(XOM) 139625 100.90 +1.35 +1.4 RingEnergy(REI) 12717 1.45 –0.10 –6.5 CiscoSystems(CSCO) 150287 49.87 +1.49 +3.1
UnvlSecInstr(UUU) 858 1.50 –0.50 –25.0 Macy's(M) 138584 19.71 +2.32 +13.3 AgEagleAerial(UAVS) 12675 0.11 –0.01 –5.0 Comcast A(CMCSA) 143123 44.48 +2.38 +5.7
Nasdaq Biggest % Movers By Dollar Volume By Dollar Volume

Name (Sym) $ Volume Close Change %Chg.
By Dollar Volume
Winners CheniereEnergy(LNG) 1301603 170.20 –6.01 –3.4 Tesla(TSLA) 153911001 253.50 +9.66 +4.0
Uber(UBER) 29570222 61.86 +0.16 +0.3
BerkHathwy A(BRK.A) 21106547544478.19+4478.30 +0.8 UraniumEner(UEC) 440722 6.34 –0.40 –5.9 NVIDIA(NVDA) 103979689 488.90 +13.84 +2.9
ShattuckLabs(STTK) 85779 6.61 +4.24 +178.9 NatlHealthcare(NHC) 324670 94.21 +5.61 +6.3 Apple(AAPL) 73907827 197.57 +1.86 +1.0
Oracle(ORCL) 16174731 103.32 –10.29 –9.1
TriSalusLifeSci(TLSI) 2527 8.45 +4.45 +111.3 Tellurian(TELL) 185359 0.68 –0.07 –8.8 Microsoft(MSFT) 73522155 370.73 –3.50 –0.9
ExxonMobil(XOM) 13896280 100.90 +1.35 +1.4
Sagimet(SGMT) 913 6.20 +2.57 +70.8 B2Gold(BTG) 178920 3.15 +0.04 +1.3 AdvMicroDevices(AMD) 58297125 139.15 +10.23 +7.9
Pfizer(PFE) 12957426 26.63 –2.15 –7.5
VerricaPharm(VRCA) 53233 6.09 +2.26 +59.0 ImperialOil(IMO) 151952 55.23 –0.14 –0.3 Broadcom(AVGO) 48231059 1129.74 +185.44 +19.6
EliLilly(LLY) 12782800 572.04 –26.01 –4.3
TPIComposites(TPIC) 40091 3.41 +1.16 +51.6 CheniereEnerPtrs(CQP) 125983 50.08 –8.23 –14.1 Amazon.com(AMZN) 46147424 149.97 +2.55 +1.7
UnitedHealth(UNH) 12630860 531.12 –18.65 –3.4
Icosavax(ICVX) 18156 15.68 +5.17 +49.2 EnergyFuels(UUUU) 114429 7.25 –0.30 –4.0 MetaPlatforms(META) 36385116 334.92 +2.17 +0.7
HomeDepot(HD) 10626763 354.00 +27.53 +8.4
SunRun(RUN) 111481 18.63 +5.74 +44.5 DenisonMines(DNN) 111548 1.76 –0.09 –4.9 Alphabet A(GOOGL) 23619396 132.60 –2.39 –1.8
Boeing(BA) 10577090 264.27 +19.57 +8.0
MaxeonSolar(MAXN) 19941 6.14 +1.88 +44.1 EquinoxGold(EQX) 96715 4.70 –0.36 –7.1 Alphabet C(GOOG) 21906673 133.84 –2.80 –2.0
Chevron(CVX) 10458451 149.35 +5.04 +3.5
Losers JPMorganChase(JPM) 10362902 165.23 +6.71 +4.2 MAG Silver(MAG) 76332 10.47 –0.37 –3.4 Adobe(ADBE) 19111918 584.68 –25.33 –4.2
Name (Sym) Volume Close Change %Chg. BankofAmerica(BAC) 10357003 33.60 +2.64 +8.5 Seaboard(SEB) 72571 3575.60 –42.40 –1.2 Netflix(NFLX) 12414915 472.06 +18.30 +4.0
Salesforce(CRM) 9621299 261.60 +10.79 +4.3 ParkNational(PRK) 64447 132.99 +8.29 +6.6 Costco(COST) 12257477 658.82 +48.04 +7.9
ECDAutoDesign(ECDA) 2395 1.68 –7.42 –81.5
Visa(V) 9612952 258.03 +2.29 +0.9 CentrusEnergy(LEU) 58610 52.44 +1.23 +2.4 Intel(INTC) 12114846 46.16 +3.46 +8.1
ReneoPharm(RPHM) 31596 1.42 –5.58 –79.7
Walmart(WMT) 9520522 152.74 +1.88 +1.2 Globalstar(GSAT) 58553 1.67 +0.20 +13.6 PaloAltoNtwks(PANW) 8924999 307.30 +8.88 +3.0
AfricanAgriculture(AAGR) 6753 0.60 –1.70 –74.0
BerkHathwy B(BRK.B) 8343054 356.50 +3.42 +1.0 NewGold(NGD) 52716 1.44 +0.06 +4.3 Qualcomm(QCOM) 8726607 143.13 +10.16 +7.6
Hywin(HYW) 576 2.37 –3.79 –61.5
J&J(JNJ) 8153851 155.16 +0.74 +0.5 NovaGoldRscs(NG) 48590 3.44 –0.56 –14.0 CoinbaseGlbl(COIN) 8107619 147.90 +1.28 +0.9
XBPEurope(XBP) 4062 6.96 –9.11 –56.7
Alibaba(BABA) 8115037 74.51 +2.37 +3.3 SilverCrestMetals(SILV) 44402 6.32 –0.15 –2.3 TexasInstruments(TXN) 7557354 168.64 +11.61 +7.4
CogentBio(COGT) 36945 4.88 –3.76 –43.5
Coca-Cola(KO) 7587221 58.60 –0.01 –0.0 IvanhoeElectric(IE) 30059 10.97 +0.41 +3.9 Linde(LIN) 7545862 407.38 +6.11 +1.5
BanzaiIntl(BNZI) 184 6.49 –4.90 –43.0
Mastercard(MA) 7413400 418.57 +6.41 +1.6 TompkinsFin(TMP) 30046 63.28 +4.59 +7.8 CiscoSystems(CSCO) 7402859 49.87 +1.49 +3.1
AmtechSystems(ASYS) 3173 3.93 –2.62 –40.0
Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer than 5,000 shares or priced under $5.
Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. a-Stock has not been in existence or not been traded for 65 consecutive sessions. S-Stock split or stock dividend amounting to 10% or more. X-Ex-dividend
SOMETIMES YOU GET THE BEAR INTERNATIONAL TRADER

Bargains Are Hard to Find
In India’s Booming Market
BY CRAIG MELLOW vestors’ appetite.
Venkat Pasupuleti, portfolio co-man-
I
ndia has emerged as a much-needed ager for India at Dalton Investments, pre-
global good news story, while China fers competitors ICICI Bank and Axis
flags and the West struggles to stave Bank. “These two are performing in line
off recession. with HDFC, or better, and trading at a
SOMETIMES THE BEAR GETS YOU

Gross domestic product in the mega- discount,” he says.
state of 1.4 billion will grow more than 6% Neil Kansari, a portfolio manager at
for the third year in a row this year. The Sands Capital, casts his Indian stocks net
iShares MSCI India exchange-traded wider. Aside from HDFC, his book in-
fund has doubled from pandemic-era cludes baked-goods provider Britannia
SPDN
lows, matching the rebound of the S&P Industries, jewelry retailer Titan, and
500. Domestic investors are leading the healthcare/pharmacy powerhouse Apollo
DAILY 1X INVERSE
charge. Hospitals Enterprise. “These companies
ETF FROM DIREXION Daily S&P 500

The good times are expected to keep
rolling in 2024. Narendra Modi, the 73-
aren’t in a five-year growth cycle, but a
25-year growth cycle,” he says. “For that,
year-old prime minister who has com- the valuations are fair.”
Bear
bined pro-business reforms with game- Such enthusiasm may overlook how far
changing benefits for the poor, should India has to go, T. Rowe’s Gopal cautions.
Call 877-437-9363
cruise to a third term in elections in the GDP per capita stands at one-sixth China’s
or go to direxion.com
spring. level, or about $2,000. No more than 100
1X S H A R E S
“I’m a big believer in the structural bull million Indians “can afford the nice things
case for India,” says Conrad Saldanha, a in life,” he reckons, though Kansari puts
senior emerging market portfolio manager the “economically active” population near
at Neuberger Berman. 700 million.
An investor should carefully consider the Fund’s investment objective, risks, charges, and
The only problem is finding stocks to Modi is pushing to close the China gap
expenses before investing. The Fund’s prospectus and summary prospectus contain this and
buy in this bullish atmosphere. Indian by turbocharging Indian manufacturing
other information about the Direxion Shares. To obtain the Fund’s prospectus and summary
shares are as expensive as U.S. ones, with and supporting infrastructure. That has lit
prospectus call 866-476-7523 or visit our website at direxion.com. The Fund’s prospectus and
an average price-to-earnings ratio around a fire under stocks such as engineering
summary prospectus should be read carefully before investing.
25. Global emerging markets’ P/E is about firm Larsen & Toubro, which has gained
Inverse ETFs pursue daily inverse investment objectives. They seek daily goals and should not be 12. “India looks pretty expensive on a top- more than 60% this year.
expected to track the inverse of the underlying index over periods longer than one day. They are not down level,” says Vishnu Gopal, an invest- The prime minister’s “production-
suitable for all investors and should be utilized only by investors who understand the risks related to ment analyst at T. Rowe Price. linked incentives” for boosting industry
shorting and who actively manage their investments. Prime hunting ground for names that are so far sputtering, though, Gopal ob-
still offer value is the financial sector. serves. “Of 14 schemes, only four are per-
Direxion Shares Risks – An investment in the Fund involves risk, including the possible loss of Leading private banks should grow at forming better than expectations,” he
principal. The Fund is non-diversified and includes risks associated with the Fund concentrating its twice the rate of GDP as they outcompete says.
investments in a particular industry, sector, or geographic region which can result in increased state-owned rivals and an expanding mid- The upsurge of retail investing brings
volatility. The use of derivatives such as futures contracts and swaps are subject to market risks that dle class loads up on credit, says Krishna risk of its own, as it’s focused on small-
may cause their price to fluctuate over time. Risks of the Fund include Effects of Compounding and Mohanraj, portfolio manager for interna- and mid-cap companies with uneven gov-
Market Volatility Risk, Derivatives Risk, Market Risk, Counterparty Risk, Rebalancing Risk, Shorting tional equity at asset manager Diamond ernance standards, Pasupuleti notes.
Risk, Cash Transaction Risk, Intra-Day Investment Risk, Daily Inverse Index Correlation Risk, Other Hill. But their shares aren’t in fashion “There are pockets of exuberance that
Investment Companies (including ETFs) Risk, Tax Risk, and risks specific to the securities that comprise among newbie domestic buyers. could involve fraud and stock manipula-
the S&P 500® Index. Please see the summary and full prospectuses for a more complete description of Mohanraj is particularly keen on tion,” he says.
these and other risks of the Fund. HDFC Bank, whose stock is down 6% Still, the soberest voices see India as
this year while the broader market has broadly on the right track. “At some point,
Distributor: Foreside Fund Services, LLC. climbed 13%. A merger this past July be- the 100 million who live well should get to
tween HDFC’s fast-growing mortgage arm 500 million,” Gopal says. He won’t pre-
and slower-but-steadier parent cooled in- dict when.
T H E ST R IKING PRIC E
The popularity of zero-dated options is dangerous
because they are often used to echo, or antici-
pate, whatever happens in the stock market.
Options Will Play a More Equity Options
Important Role in 2024

CBOE Volatility Index The Equity-Only Put-Call Ratio
VIX Close VIX Futures Put-Call Ratio S&P 500 Index
27 332
302
272
22 242
BY STEVEN M. SEARS the stock market. 212

• The popularity of zero-dated options— 182
A
s 2023 ends, we look toward next which are often used to echo, or antici- 17 152
year and offer a few ideas about pate, stock market moves—will continue 122
what investors might face. to be a risk to the market’s stability, as 92
• If Donald Trump is re- they could amplify its trading patterns. 12 62
elected president, the stock market will The industry defends the trading patterns J F M A M J J A S O N D J F M A M J J A S O N D
probably rally, and investors can sell put of these gambling chits as harmless, but Daily Values Source: CBOE Source: McMillan Analysis Corp.
options and buy call options to try to investors are well served to remember
profit. Beyond that initial move up, things that random day in February 2018 when
are less clear. Trump could upend the problems with some supposedly safe SPX Skew NDX Skew
post–World War II international order, options funds caused the Cboe Volatility Implied volatility % Implied volatility %
and who knows how that might impact Index, or VIX, to double and the S&P 500 13% 11%
geopolitics, much less financial markets? index to fall 4%.

• If President Joe Biden is re-elected, • If exchanges don’t harm the market 12 10
the stock market will probably initially by introducing even more products that 11 9
waffle until clarity emerges on taxes and kowtow to the worst instincts of investors,
expensive public policies. Investors can options should make deeper strategic 10 8
sell puts and calls to monetize uncertainty, inroads into investor portfolio allocations.
9 7
then modulate their positions as merited. The JPMorgan Equity Premium Income
• The Federal Reserve matters more exchange-traded fund shows how much 8 6
than any president to the trajectory of opportunity exists. The $30 billion ETF
stocks and options volatility. If the Fed sells calls on a portfolio of blue-chip 7 5
fails to cut interest rates, as is now so stocks, demonstrating that the opportunity J F M A M J J A S O N D J F M A M J J A S O N D
widely expected, the stock market will to help investors constructively manage Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
probably weaken. This isn’t considered their money might just be even bigger than Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference between the implied
volatility of puts and calls that are 10% out of the money and expire in three months. Higher readings are bearish.
to be a mainstream risk, but rate risks helping them speculate.
should become a more important market Its success should make industry lead-
narrative in the new year, especially ers question their increased focus on zero- Week’s Most Active
during the first quarter. dated options, rather than substantively Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
We expect that this focus will soon addressing, once and for all, persistent C4 Therapeutics CCCC 186485 129726 56759 208 100 896.6
Shattuck Labs STTK 23021 16758 6263 36 92 639.5
prompt investors to embrace portfolio concerns that options are too complex for ABM Industries ABM 7416 4193 3223 184 9 40.3
hedging and prompt speculation in the inclusion in serious institutional portfolio Cognyte Software CGNT 5095 3970 1125 132 31 38.6
technology and financial sectors as they allocations. Many investors have no idea Gaotu Techedu GOTU 80837 57347 23490 3420 35 23.6
Office Properties Income Tr OPI 14403 1178 13225 692 87 20.8
increasingly focus on playing macro- how to use options to enhance their port- Blue Bird BLBD 5287 3534 1753 276 0 19.2
market moves via potentially hot sectors. folios, despite decades of industry educa- Innoviz Technologies INVZ 343563 231945 111618 18300 79 18.8
• Investor interest in nonequity risk tional efforts to teach them. Icosavax ICVX 6896 2448 4448 404 97 17.1
Gildan Activewear GIL 6659 5825 834 568 25 11.7
investments will probably accelerate. Too If exchanges spent as much time on
Bally’s BALY 20491 20070 421 1868 85 11.0
many people are nearing retirement, or issues that truly interfere with major in- Oracle ORCL 1257144 768121 489023 120480 13 10.4
are in it, and don’t have time to make up vestors using options to address portfolio Kilroy Realty KRC 4443 224 4219 440 47 10.1
for losses if the stock market’s Goldilocks issues—rather than pandering to specula- Photronics PLAB 7175 4952 2223 760 0 9.4
Casey’s General Stores CASY 13480 8836 4644 1456 17 9.3
narrative turns ugly and bears eat the cute tors who goose trading volumes and trans- Blueprint Medicies BPMC 9568 7246 2322 1068 91 9.0
little interloper who ate their porridge. action fees—trading volumes, which are Independence Realty Tr IRT 11784 11651 133 1388 34 8.5
The options market could have a win- the lifeblood of exchanges, could be pro- MBIA MBI 83568 17615 65953 9784 12 8.5
Xponential Fitness XPOF 13211 11307 1904 1568 51 8.4
ning role here if the industry doesn’t let foundly larger. Investors who own ex- Cytokinetics CYTK 120328 97216 23112 14812 100 8.1
so-called zero-dated options—options change stocks should encourage their
contracts that expire in one day—over- executives to adopt a strategic view that This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the unusually heavy trading in these options might be a predictor of
corporate activity – takeovers, earnings surprises, earnings pre-announcements, biotech FDA hearings or drug trial result announcements, and so forth. Dividend arbitrage has been eliminated. In
shadow the meaningful ways that inves- is slightly longer than the next quarterly short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to their usual pricing levels. Furthermore, many of these
situations may be rumor-driven. Most rumors do not prove to be true, so one should be aware of these increased risks if trading in these names
tors can use options to better navigate earnings report. B Ratio is the Tot Vol divided by Avg Tot Vol. IV %ile is how expensive the options are on a scale from 0 to 100. Source: McMillan Analysis
INSIDE SC OOP
on the merger. The agreement al- POWER PLAY
lows HollySys a 15-day go-shop
Peltz’s Plan
period to seek other proposals.
Rover Group
For Disney’s
Foundry Group switched to an
active investor when it reported
Union Pacific CEO Jim

17,613,321 shares of the online pet-
care services marketplace. Foundry
Group entered a voting and support
agreement with Blackstone in its Board
Vena Bought Up Stock
bid to take Rover private for $11 in
cash per share. According to the
agreement, Foundry Group will BY CARLETON ENGLISH
vote all of its eligible Rover shares
T
in support of the acquisition. The he battle over Walt
voting agreement will cease if Rover Disney’s board entered
BY ED LIN Vena paid $1 million on Nov. 21 for agrees to a “superior offer,” as de- a new phase this past
U
4,500 Union Pacific shares, an aver- fined in the Blackstone/Rover Thursday, with Trian
nion Pacific stock has age price of $222 each. According to a merger agreement. Foundry Group Fund Management nominating
topped that of its peers form he filed with the Securities and owns 9.8% stake in Rover, which two directors to the House of
this year, and CEO Jim Exchange Commission on Dec. 11 to Union Pacific accounts for the purchase of Mouse’s board.
Vena just bought a large disclose the purchase, Vena now owns stock has been 650,000 shares at prices of $6.21 Nelson Peltz, chief executive
block of shares of the 5,106 Union Pacific shares. The pur- outperforming to $6.66 each from Oct. 31 through officer of Trian, nominated himself
freight-railroad operator chase was made through a so-called railroad peers. Nov. 3. Thanks in part to Black- as well as James “Jay” Rasulo, for-
on the open market. Rule 10b5-1(c) plan, which automati- CEO Jim Vena just stone’s potential acquisition, mer chief financial officer at Dis-
Shares of Union Pacific, with a cally executes trades when preset pa- disclosed he Rover’s stock has gained nearly ney, who spent three decades at
year-to-date gain of about 13%, have rameters are met. Vena adopted his bought $1 million 200% this year. the media and entertainment
outperformed shares of Canadian plan on Aug. 22. of shares at the conglomerate.
National Railway, Canadian Pa- “The purchase represents Jim’s end of November. “Jay and I have the strategic,
cific Kansas City, CSX, and Nor-
folk Southern. Union Pacific stock
strong belief in the company’s long-
term financial success,” Union Pacific Decreases in operating, financial, and gover-
nance expertise to help Disney and
got a big boost in July after it named
Vena CEO, effective Aug. 14. Hedge
fund Soroban Capital Partners had
said in an email.
It’s Vena’s first purchase of Union
Pacific stock on the open market since
Holdings are committed to working with the
other members of the board and
management team to address the
pushed for the removal of former returning to the company. As COO, his Keros Therapeutics fundamental issues underlying
CEO Lance Fritz, arguing the com- last stock buy was at the end of Febru- OrbiMed Advisors cut its interest the company’s continued poor
pany had underperformed under his ary 2020, when he paid $500,000 for in the clinical-stage pharmaceutical performance,” Peltz said in a
leadership. Vena had previously 3,206 shares, an average price of company to 1,268,734 shares. On statement.
served as Union Pacific’s chief operat- $155.92 each. That purchase was made Dec. 11, OrbiMed sold 210,500 Ke- This is Peltz’ second run with
ing officer from 2019 to 2020. through a trust that he controlled. B ros Therapeutics shares at $29.28 Disney after abandoning a proxy
each. The next day, Dec. 12, Orbi- battle earlier this year. Peltz has
Med sold another 35,500 Keros grown frustrated by what he calls
shares at $29.40 apiece. The result “chronic underperformance” at
dropped OrbiMed’s stake in Keros the company, even amid billions
Activist Holdings HollySys Automation

Technologies
Ascendent Capital Partners holds
Therapeutics to 4.2%, below the 5%
threshold that would require Orbi-
Med to disclose any further Keros
of dollars of announced cost-
cutting measures.
Peltz says that the “root cause”
HireRight Holdings 8,491,875 shares of the China-based stock sales. of Disney’s woes lies with the
General Atlantic disclosed a posi- industrial automation services com- board, which is “too closely
These disclosures are
tion of 32,137,852 shares of the work- pany, equal to 13.7% of the outstand- from 13Ds filed with Beacon Roofing Supply connected” to CEO Bob Iger
force screening services company, ing stock. Ascendent Capital and the Securities and Clayton, Dubilier & Rice nearly and not aligned with the interests
Exchange Commission.
equal to 47.5% of the outstanding HollySys Automation reached a 13Ds are filed within
halved its position in the roofing of shareholders.
stock. On Dec. 8, General Atlantic merger agreement on Dec. 11 whereby 10 days of an entity’s materials distributor, to 5,218,134 Shares of Disney are up 8% this
and Stone Point Capital made a Ascendent will pay $26.50 per share attaining more than shares. Clayton, Dubilier & Rice year but have fallen by more than
5% in any class of a
joint unsolicited offer to acquire the in cash to acquire the outstanding company’s securities. sold 5,000,000 Beacon Roofing half from the all-time high reached
remaining HireRight outstanding HollySys Automation shares that it Subsequent changes shares through a Dec. 11 offering in March 2021.
shares they don’t already own for doesn’t already own. As part of the in holdings or inten- that priced the stock at $79.73 per Disney acknowledged Trian’s
tions must be re-
$12.75 per share in cash. It is a agreement, HollySys will increase the ported in amended share. Following the offering’s close, nominations but noted that it has
nonbinding agreement that Hire- size of its board by three to make way filings. This material is Clayton, Dubilier & Rice own 8.2% an “experienced, diverse, and
from Dec. 7 through
Right’s board is considering, along for three independent directors to be Dec. 13, 2023. Source:
of the roofing company’s outstand- highly qualified board.”
with “any other alternative propos- nominated by Ascendent at the time of VerityData (verity- ing stock. Beacon Roofing stock has Disney’s shareholder meeting is
als or other strategic alternative.” the shareholder meeting held to vote platform.com gained 62.5% so far this year. expected to take place this spring.
It’s looking like a harsh winter in
the happiest place on Earth. B
CHARTING THE MARKET

A graphic look at selected stock activity
for the week ended Dec. 15, 2023
Edited by Staff Editors
Macy's Cigna Group Broadcom Oracle

M (NYSE) • $19.71 • 2.32 CI (NYSE) • $290.50 • 31.70 AVGO (NASD) • $1129.74 • 185.44 ORCL (NYSE) • $103.32 • -10.29
Macy’s shares surged on news that Arkhouse Cigna’s shares shot up on a report that the health- The chip and software maker’s stock jumped after The enterprise software company reported fiscal
Management and Brigade Capital Management services company was calling off a potential Citi resumed coverage with a Buy rating and price second-quarter revenue of $12.94 billion, missing
have offered $5.8 billion for the retailer. merger with Humana. target of $1,100. analysts’ estimates of $13.1 billilon. Shares sank.
Stock Price $ Stock Price $ Stock Price $ Stock Price $

28 343 1155 129
24 322 1028 118
20 301 901 107
16 280 774 96
12 259 647 85
8 238 520 74
Volume in Millions Volume in Millions Volume in Millions Volume in Millions

146 22 46 162
73 11 23 81
0 0 0 0
D J F M A M J J A S O N D D J F M A M J J A S O N D D J F M A M J J A S O N D D J F M A M J J A S O N D
Pfizer Etsy Hasbro Moderna

PFE (NYSE) • $26.63 • -2.15 ETSY (NASD) • $80.68 • 0.60 HAS (NASD) • $50.38 • 1.68 MRNA (NASD) • $86.01 • 5.69
The pharma giant slashed its 2024 guidance, send- Faced with a “very challenging macro an competi- The toy maker is cutting nearly 20% of its work- The biotech company unveiled new data from a
ing the stock to a 10-year low. The company cited tive environment,” the online marketplace said it force as weak sales persist into the Christmas continuing early-stage trial of a personalized cancer
falling demand for Covid-19-related products. would cut its staff by 11%, or about 225 employees. shopping season, The Wall Street Journal reported. treatment it is testing with Merck.

55 152 81 220
49 133 73 188
43 114 65 156
37 95 57 124
31 76 49 92
25 57 41 60

470 42 20 80
235 21 10 40
0 0 0 0
Rivian Automotive SolarEdge Technologies Roku Occidental Petroleum

RIVN (NASD) • $22.83 • 3.79 SEDG (NASD) • $97.12 • 18.72 ROKU (NASD) • $95.93 • -7.43 OXY (NYSE) • $58.56 • 2.09
AT&T said it agreed to buy Rivian vehicles for its The company, which makes “inverters” for solar The streaming company’s stock fell after Moffett- Berkshire Hathaway was a big buyer of the stock
fleet through a pilot program aimed at cutting power, got a lift as the prospect of lower interest Nathanson slashed its rating on Roku to Sell from in recent days. It now holds 238.5 million shares,
transport emissions. rates energized the solar sector. Neutral. for a 27% interest.

35 347 111 69
30 290 96 66
25 233 81 63
20 176 66 60
15 119 51 57
10 62 36 54

534 32 94 112
267 16 47 56
0 0 0 0
The charts record the net change in share price, the high, low and closing trades, and share volume for companies with noteworthy stock activity last week. In addition, the graphs depict last week’s daily price activity in detail. The dotted line on some graphs denotes the stock’s 200-day moving average; lack of a moving average means the shares have traded for less than
that time period. If the close from the current week is lower than a year ago the graph will be presented in red. If the close from the current week is higher than a year ago then the graph will be presented in green.
RE SEARCH REPORTS
For a look back at more analyst
research and reports, go online to
barrons.com/researchreports
How Analysts Size

Up Companies
Microsoft • MSFT-Nasdaq Hertz Global • HTZ-Nasdaq Insider Transactions
Outperform • Price $374.38 on Dec. 12 Perform • Price $8.87 on Dec. 13 Purchases Sales
These reports, by Macquarie Equity Research by Oppenheimer $ Val $ Val
excerpted and Company Symbol Insiders Shares (000's) Company Symbol Insiders Shares (000's)
Rumbleon RMBL 2 1,721,644 9,469 Gap GPS 2 1,524,178 32,907
edited by Barron’s,
We believe that Microsoft is a genera- We move to the sidelines, as we believe Minim MINM 2 1,486,686 4,311 Workday WDAY 3 109,482 30,302
were issued recently Pulse Biosciences PLSE 1 364,439 3,395 Airbnb ABNB 3 213,852 29,861
by investment and tive artificial-intelligence leader with that next year will be a transition year Terex
Ford Motor
TEX
F
1
1
50,000
182,000
2,552
2,011
Warner Music Group
Teledyne Technologies
WMG
TDY
1
5
869,008
69,695
28,990
28,755
research firms. its OpenAI partnership, Azure AI for Hertz. The company will face sev- Akero Therapeutics
Nextracker
AKRO
NXT
1
1
100,000
37,821
1,983
1,499
Public Storage Operating
Super Micro Computer
PSA
SMCI
1
4
103,275
101,300
28,342
25,545
The reports are a ecosystem, and expanding Copilot eral headwinds in 2024, including sig- Merrimack Pharmaceuticals
Heartland Express
MACK
HTLD
1
1
101,050
82,509
1,298
1,148
Celsius
Best Buy
CELH
BBY
3
1
489,332
336,272
25,519
25,248
sampling of analysts’ product portfolio. We estimate that nificant ongoing challenges to its elec- Lesaka Technologies LSAK 1 322,476 1,064 Doordash DASH 3 229,126 22,368
Omniab OABI 1 200,000 1,010 Credo Technology Group CRDO 5 1,114,668 19,542
thinking; they should Union Pacific UNP 1 4,500 999 Eyepoint Pharmaceuticals EYPT 1 1,000,000 19,511
not be considered
Microsoft’s present AI Copilot portfo- tric-vehicle initiative, higher vehicle Y-Mabs Therapeutics YMAB 1 134,004 935 Draftkings DKNG 1 484,160 17,675
Silverbox Engaged Merger Corp I BRCC 1 200,000 770 Lincoln Electric LECO 2 81,490 16,831
the views or recom- lio could generate $9.1 billion in incre- interest expense, and higher deprecia- Planet Fitness PLNT 1 10,000 681 Rbc Bearings RBC 1 62,400 16,286
Energy Transfer Lp ET 1 50,000 660 Elastic Nv ESTC 7 139,934 16,202
mendations of mental revenue with a 61% to 91% tion per unit. As a result, we lower National Storage Affiliates Trust NSA 1 16,500 596 Atlassian TEAM 2 82,410 15,926
Nextera Energy NEE 1 8,500 507 Applovin APP 2 375,526 13,797
Barron’s. Some of gross margin, yielding $0.49 in earn- estimated 2024 Ebitda to $823 million Black Stone Minerals Lp BSM 1 31,075 497 Coinbase Global COIN 1 97,836 13,606
the reports’ issuers Trimble TRMB 1 10,000 466 Sba Communications SBAC 1 53,376 13,377
ings-per-share uplift by fiscal 2026 in from $1,215 million. We now assume
have provided, or An insider is any officer, director or owner of 10% or more of a class of a company's securities. In most cases, an insider must report any trade to the SEC within two business
hope to provide, our base-case scenario. We estimate nominal free cash flow in 2024 and a days. The tables highlight companies that filed with the SEC through last Wednesday. The tables do not include pension-plan or employee stock-option activity, trades by
beneficial owners of 10% or more, trades under $2 per share or trades under 100 shares. The "Purchases" column includes only open-market and private purchases; the "Sales"
investment-banking that copilots could generate up to $2.17 leverage ratio of three times, versus the column includes only open-market and private sales, and excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters
or other services to in EPS uplift in our bull case with 1.9 times trailing 12 months. On our
the companies being greater uptake and user density per new estimates, Hertz trades almost in
analyzed.
machine, and $0.06 uplift in our bear line with Avis Budget Group, a valua- Insider Transactions Ratio
case with lower uptake and an army of tion that we believe doesn’t adequately
40
power users weighing on gross mar- account for the inherent risks. We
gins. We maintain our Outperform lower our the rating to Perform from Bearish
rating and raise our target price to Outperform and remove the price 30
$430 from $405, as we think shares target.

are undervalued for Microsoft’s Gen- Ratio = 12
20
AI Copilot profit potential. L3Harris Technologies • LHX-NYSE
Outperform • Price $200.31 on Dec. 12 10
Etsy • ETSY-Nasdaq by Raymond James
Bullish
Buy • Price $85.82 on Dec. 13 0
by BTIG We reiterate our Outperform rating D J F M A M J J A S O N D
and increase our target price to $220 Ratio of Insiders Sales to Buys. Readings under 12:1 are Bullish. Those over 20:1 are Bearish. The total top 20 sales and buys are
Etsy announced a restructuring pro- from $210. We thought CEO Chris 440,587,164 and 35,851,078 respectively; Source: Thomson Reuters
gram that will reduce its workforce by Kubasik and his team hit all the right
225 employees, or 11%. Etsy expects chords at yesterday’s analyst day, lay-
to incur charges of $25 million to $30 ing out a plan to achieve $23 billion in
million in connection with the restruc- revenue and generate $2.8 billion in at a next-12-months price/earnings Carrier Global • CARR-NYSE
turing. Post-restructuring, Etsy expects free cash flow by 2026. The latter and ratio of 38 times currently, versus 30 Outperform • Price $55.80 on Dec. 13
to have 1,770 employees working in the three-year cumulative 2024-26 free times in the beginning of 2023.) In by RBC Capital Markets
core marketplace business. A dollar cash flow of $7.5 billion stood out fa- this current period of heightened
amount of how much Etsy expects to vorably. In our view, the muted stock uncertainty, the durability of a steady On the heels of its well-received plan to
save wasn’t provided, but assuming a response is more indicative of the run grower, particularly one with the divest its security business to Honey-
$150,000 to $200,000 cost burden per over the past month that was fueled scale of Costco, looks even more well for $5 billion, Carrier announced
employee, we estimate that labor sav- by anticipation ahead of the analyst compelling. that it reached an agreement to sell its
ings alone could be $34 million to $45 day and chief financial officer/board We believe that Costco’s strong commercial refrigeration business for
million. Etsy already had a fairly high changes. value proposition should be increas- $775 million. Carrier expects net pro-
revenue per employee metric of $1.3 ingly relevant heading into fiscal ceeds from the transaction to be $500
million (core marketplace only), which Costco Wholesale • COST-Nasdaq 2024, given the volatile consumer million, which will be used to repay
we estimate goes to $1.4 million post- Buy • Price $610.78 on Dec. 8 backdrop, and should lead to sustain- debt. We welcome the divestiture an-
restructuring. Nonetheless, labor costs by UBS able traffic gains. Costco’s member- nouncements, as Carrier delivers on its
were outpacing revenue growth, and ship trends remain strong, and the transformation plan and pivots to an
investors should view steps to boost With each passing month and quar- company will likely implement a HVAC pure play. Next catalysts for the
efficiency favorably. Etsy had been ter, Costco’s sales performance dem- membership-fee increase in its cur- company will likely be an announce-
an outlier in not making major layoffs onstrates that it’s one of the most—if rent fiscal year. Costco will likely be ment to divest industrial fire, a public
over the past 12 to 18 months, but not the most—consistent models in less impacted by additional mini- company transaction of residential and
with gross-merchandise-value growth retail. It has worked in all sorts of mum-wage increases relative to other commercial fire, and the close of the
depressed, a restructuring makes sense environments. This is one of the rea- retailers, given that it is one of the sale of Carrier’s global access solutions
as a way to provide an immediate boost sons why the stock’s multiple has highest payers in the hard-line, (security) business to Honeywell. Price
to cash flow and margin. expanded as of late. (Costco is trading broad-line, and food retail industry. target: $59.
Barron's 50-Stock Average 61 Dow Jones Averages 57 Money Rates, U.S. & Foreign 59 Vital Signs 35
DATA
Cash Track 53 Dow Jones Per Share Values 58 Mutual Funds 53 Week In Stocks 58
Charting the Market 41 Exchange Traded Portfolios 52 N.Y. Stock Exchange 43 Weekly Bond Statistics 60
Coming Earnings 59 Federal Reserve Data Bank 60 Nasdaq National Market 47 Winners & Losers Stocks 37
Conference Call Calendar 59 Foreign Exchange 59 New Corporate Listings 58
Consensus Estimate 59 Gold & Silver Prices 60 New Highs & Lows 61
Delta Tactical Sentiment 59 Gold Mining Index 60 NYSE Half-Hourly Volume 58
Distributions & Offerings 61 Indexes P/Es & Yields 58 Other Market Indexes 57
Dividend Boosts - Reductions 60 Initial Public Offerings 58 Pulse of the Economy 59
Dividend Ex-Payment Dates 60 Investor Sentiment Readings 58 Stock Splits - Special Dividends 60
DJ Averages 57 Key Foreign Market Indexes 51 Stock Volume 58
Contact Us
DJ U.S. Total Market Industry Groups 59 Market Lab 57 Trading Diary 57 For queries, email us at
Statistics from December 11-15, 2023 memberservices@dowjones.com
NEW YORK STOCK EXCHANGE COMPOSITE LIST - NEW HIGHS - NEW LOWS
–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
70.63 27.92 Alteryx AYX ... dd 48.04 +4.62 ... 175.20 116.94 AppliedIndlTechs AIT .8 19 172.88 +7.70 .35 25.25 16.63 Avantor AVTR ... 43 23.01 +2.03 ... 2.37 1.04 BlackSkyTech BKSY ... dd 1.20 –0.14 ...
A
5.57 1.75 AlticeUSA ATUS ... dd 2.40 +0.25 ... 133.79 105.78 Aptargroup ATR 1.3 30 125.98 –1.34 .41 201.62 158.93 AveryDennison AVY 1.6 33 197.78 +6.07 .81 130.41 71.72 Blackstone BX 2.6 54 129.37 +16.80 .80
72.32 41.17 AAR AIR ... 37 70.96 +1.46 ... 48.11 39.07 Altria MO 9.4 9 41.75 +0.45 .98 124.88 71.01 Aptiv APTV ... 11 87.20 +7.37 ... 44.74 27.73 Avient AVNT 2.6 88 39.52 +3.10.2575 24.80 16.61 BlackstoneMtg BXMT11.0 20 22.45 +1.27 .62
53.05 37.61 ABMIndustries ABM 2.0 12 45.91 +2.24 .225 8.58 4.08 AltusPower AMPS ... 12 6.41 +1.14 ... 33.01 23.55 Aramark ARMK 1.4 11 27.20 +0.04 .11 45.29 30.53 Avista AVA 5.3 16 34.87 –0.27 .46 2.24 0.53 BlendLabs BLND ... dd 2.13 +0.52 ...
6.62 4.30 ACCO Brands ACCO 5.3 10 5.65 +0.20 .075 17.75 11.26 AmbacFin AMBC ... 4 15.92 –0.50 ... 17.74 10.10 ArborRealty ABR 10.9 9 15.38 +1.73 .43 34.06 24.86 AxaltaCoating AXTA ... 32 33.85 +0.97 ... 48.06 28.83 BlockHR HRB 2.8 13 46.49 +1.06 .32
10.17 6.62 AcresCmclRlty ACR ... dd 8.94 +0.45 ... 3.23 2.40 Ambev ABEV 3.8 15 2.88 –0.01.1443 32.49 21.30 ArcelorMittal MT ... 5 27.11 +1.76 ... 54.98 32.05 AxosFinancial AX ... 10 52.93 +3.03 ... 89.97 38.85 Block SQ ... dd 74.21 +5.04 ...
5.75 0.36 ADC Therap ADCT ... dd 1.59 +0.57 ... 12.37 8.45 Amcor AMCR 5.2 15 9.60 –0.05 .125 175.10 102.42 ArchResources ARCH .6 4 157.90 –6.20 .88 13.87 3.82 Azul AZUL ... dd 9.76 +0.01 ... 26.55 9.51 BloomEnergy BE ... dd 14.20 +0.29 ...
9.84 4.89 ADT ADT 2.0 cc 6.88 +0.46 .035 30.13 15.79 AmerantBncpA AMTB 1.5 12 24.67 +1.55 .09 7.49 1.62 ArcherAviation ACHR ... dd 6.70 –0.03 ... 15.19 11.40 BlueOwlCapital OBDC 9.3 7 15.01 +0.11 .35
91.18 69.71 Ameren AEE 3.5 16 71.73 –6.29 .63 96.16 69.31 ADM ADM 2.4 11 75.75 +2.00 .45 B
93.88 74.40 AECOM ACM .8 cc 92.28 +1.05 .22 14.35 9.70 BlueOwlCapital OWL 3.9 cc 14.32 +1.06 .14
29.11 11.43 AES AES 3.4 dd 19.35 +1.13.1725 65.86 18.40 Ameresco AMRC ... 39 33.86 +2.11 ... 15.15 7.96 Archrock AROC 4.1 29 15.01 +0.41 .155 2.29 0.70 Bark BARK ... dd .73 –0.07 ... 75.60 23.35 BluegreenVac BVH 1.1 20 75.05 +0.88 .20
84.64 60.20 Aflac AFL 2.5 11 80.57 –1.98 .42 23.07 16.00 AmericaMovil AMX 1.8 15 18.73 +0.41.1967 12.74 7.02 ArcosDorados ARCO 1.6 14 12.18 –0.03 .04 16.68 7.20 B&G Foods BGS 7.0 dd 10.84 +0.62 .19 109.27 61.80 BlueLinx BXC ... 10 106.55 +12.55 ...
145.53 109.81 AGCO AGCO 1.0 8 119.25 +3.19 .29 29.73 16.04 AmericanAssets AAT 5.7 29 23.00 +1.49 .33 81.27 52.04 Arcosa ACA .2 14 80.09 +2.32 .05 48.38 36.15 BCE BCE 7.3 21 38.69 –1.92.7157 265.52 176.25 Boeing BA ... dd 264.27 +19.57 ...
7.05 4.82 AG Mortgage MITT13.8 11 6.15 +0.40 .05 10.12 6.29 AmericanAxle AXL ... dd 8.82 +1.28 ... 31.59 12.95 ArcusBiosci RCUS ... dd 18.12 +2.35 ... 3.72 1.68 BEST BEST ... dd 2.47 –0.01 ... 120.76 59.32 BoiseCascade BCC .7 9 117.31 +5.395.00
22.08 3.60 a.k.a.Brands AKA ... dd 10.53 –0.07 ... 21.36 9.95 AmerEagle AEO 2.5 18 20.03 –0.14 .125 5.90 2.57 ArdaghMetalPkg AMBP10.1 cc 3.95 +0.03 .10 16.02 8.85 BGSF BGSF 6.2 16 9.65 –0.12 .15 104.91 56.62 BootBarn BOOT ... 15 77.10 +2.99 ...
55.84 31.57 AmerEquity AEL ... 7 55.48 +0.10 ... 19.41 11.59 ArdmoreShipping ASC 8.1 4 14.25 +0.54 .16 131.28 87.99 BoozAllen BAH 1.5 56 125.02 –0.27 .47
75.26 6.50 AMC Ent AMC ... dd 6.65 –0.28 ... 71.52 54.28 BHP Group BHP 5.1 13 65.79 +3.33 1.60
182.15 140.91 AmerExpress AXP 1.3 17 180.51 +12.08 .60 10.65 10.10 AresAcqnII A AACT ... 65 10.41 +0.01 ... 47.05 31.63 BorgWarner BWA 1.3 11 34.86 +1.96 .17
113.85 57.80 AMN Healthcare AMN ... 10 70.11 +1.42 ... 139.50 51.94 BILL BILL ... dd 75.96 +4.98 ...
143.15 105.22 AmericanFin AFG 2.4 12 118.96 +3.14 1.50 12.75 7.52 AresCommRealEst ACRE12.3 cc 10.71 +0.59 .33 9.01 4.03 BorrDrilling BORR ... dd 7.01 +0.83 ...
37.72 3.67 AMTD Digital HKD ... 19 4.26 –0.11 ... 5.49 1.40 BitMining BTCM ... dd 4.03 –0.06 ...
37.97 28.79 AmHomes4Rent AMH 2.5 34 35.55 +0.47 .22 117.33 66.04 AresMgmt ARES 2.6 54 116.65 +6.01 .77 420.50 296.27 BostonBeer SAM ... 51 345.73 –0.30 ...
7.68 1.70 AMTD IDEA AMTD ... ... 1.79 –0.01 ... 78.88 60.33 BJ'sWholesale BJ ... 18 65.71 –0.21 ...
67.69 45.66 AIG AIG 2.2 13 66.01 +0.48 .36 48.51 35.12 Argan AGX 2.7 18 43.98 +1.69 .30 28.69 13.55 BostonOmaha BOC ... cc 15.88 +0.16 ...
11.20 10.30 AP Acqn A APCA ... 63 11.08 +0.01 ... 41.38 33.14 BP BP 4.3 4 34.81 –0.49.4362
31.59 11.69 AmRltyInv ARL ... 5 16.78 +0.77 ... 16.86 6.69 ArisWater ARIS 4.6 16 7.88 +0.18 .09 79.42 46.18 BostonProps BXP 5.5 58 71.42 +7.34 .98
3.87 2.62 ARC Document ARC 6.7 12 2.99 +0.03 .05 13.31 2.61 BP Prudhoe BPT 31.9 3 3.14 +0.17.2974
99.19 75.20 AmerStWater AWR 2.1 25 82.09 +0.51 .43 237.21 108.91 AristaNetworks ANET ... 39 235.60 +11.57 ... 56.90 44.35 BostonSci BSX ... 68 55.81 +0.86 ...
9.18 6.16 ASE Tech ASX 4.7 16 9.06 +0.29.5714 8.27 2.51 BRC BRCC ... dd 3.86 –0.24 ...
20.00 6.15 AmerStratInvt NYC ... dd 8.05 +0.45 ... 11.54 3.07 ArloTech ARLO ... dd 10.16 +0.77 ... 2.17 0.48 BowFlex BFX ... dd .62 ... ...
97.80 63.27 ASGN ASGN ... 21 93.85 +2.66 ... 3.09 1.06 BRF BRFS ... dd 2.72 –0.06 ...
235.57 154.58 AmerTowerREIT AMT 3.0 cc 212.15 +5.70 1.70 13.73 9.81 ArmadaHoffler AHH 6.0 49 13.00 +1.03 .195 17.45 8.85 Bowlero BOWL ... 19 11.48 +0.46 ...
21.53 13.43 AT&T T 6.7 dd 16.52 –0.40.2775 22.35 16.01 BRT Apartments BRT 5.2 cc 19.11 +0.17 .25
23.67 8.41 AmerVanguard AVD 1.1 73 10.99 +0.89 .03 33.38 13.32 ArmourResREIT ARR 24.9 dd 19.29 +0.19 .40 34.98 23.29 Box BOX ... cc 25.71 +1.72 ...
47.92 28.45 ATI ATI ... 21 42.72 +2.97 ... 81.66 55.47 BWX Tech BWXT 1.2 32 76.58 –2.66 .23
162.59 114.25 AmerWaterWorks AWK 2.1 27 131.75 +0.40.7075 99.48 62.03 ArmstrongWorld AWI 1.1 20 98.92 +6.66 .28 73.00 52.42 BoydGaming BYD 1.0 9 61.29 +1.57 .16
25.00 6.00 ATI PhysTherapy ATIP ... dd 6.79 –0.30 ... 6.83 0.96 Babcock&Wilcox BW ... dd 1.74 +0.06 ...
4.28 0.93 AmericanWell AMWL ... dd 1.36 +0.17 ... 147.42 101.01 ArrowElec ARW ... 7 123.49 +3.71 ... 59.06 44.71 Brady BRC 1.6 16 58.44 +1.64 .235
48.89 30.90 ATS ATS ... 35 42.92 +4.12 ... 170.86 103.93 BadgerMeter BMI .7 53 152.74 +2.02 .27
33.90 24.31 AmericoldRealty COLD 3.0 dd 29.76 +1.38 .22 45.44 28.98 ArtisanPtrsAsset APAM 5.1 15 45.24 +5.99 .65 5.60 1.91 BraemarHtls BHR 8.4 dd 2.39 +0.10 .05
17.62 10.04 A10Networks ATEN 1.8 25 13.31 +0.57 .06 2.87 0.64 Bakkt BKKT ... dd 1.89 +0.12 ...
380.29 275.09 Ameriprise AMP 1.4 15 377.85 +20.27 1.35 19.00 11.39 Artivion AORT ... dd 18.57 +0.50 ... 7.25 3.42 BrandywineRealty BDN 11.2 dd 5.36 +0.38 .15
63.99 51.25 AXIS Capital AXS 3.2 9 54.20 –1.23 .44 62.14 42.81 Ball BALL 1.4 30 58.43 +0.92 .20
164.75 131.52 Ametek AME .6 30 163.13 +5.97 .25 26.27 11.32 Asana ASAN ... dd 20.18 +0.74 ... 6.07 4.49 BrasilAgro LND 12.1 10 5.25 +0.25 .621
38.71 19.74 AZEK AZEK ... 85 38.15 +3.46 ... 21.65 7.28 Bally's BALY ... dd 14.68 +1.99 ...
5.25 1.24 AmnealPharm AMRX ... 82 5.19 +0.13 ... 256.39 157.47 AsburyAutomotive ABG ... 6 233.17 +17.96 ... 12.67 6.26 Braskem BAK ... dd 7.04 –0.12 ...
54.23 34.59 AZZ AZZ 1.3 19 53.50 +1.99 .17 18.26 9.72 BancCalifornia BANC 2.9 8 13.98 +1.25 .10
4.00 2.15 Ampco-Pitt AP ... 36 2.62 –0.03 ... 7.52 1.92 AshfordHosp AHT ... dd 2.02 –0.27 ... 44.52 23.19 BreadFinancial BFH 2.5 3 33.39 +2.70 .21
16.16 6.72 Aaron's AAN 4.5 38 11.09 +0.67 .125 6.60 2.86 BancoBBVA BBAR .0 3 5.22 –0.12.064
99.93 72.00 Amphenol APH .9 32 99.28 +6.05 .22 112.71 70.82 Ashland ASH 1.8 26 85.25 +1.78 .385 15.61 6.87 BridgeInvt BRDG 7.8 dd 8.67 +1.06 .17
115.83 89.67 AbbottLabs ABT 1.9 36 107.29 +2.78 .51 9.52 5.66 BancoBilbaoViz BBVA 4.6 7 8.95 –0.19.1685
10.23 5.47 AmplifyEnergy AMPY ... 1 5.81 –0.10 ... 14.22 5.33 AspenAerogels ASPN ... dd 13.79 +0.76 ... 86.40 5.60 BrightHealth BHG ... dd 6.19 –0.32 ...
168.11 130.96 AbbVie ABBV 4.0 42 154.04 +4.76 1.55 3.15 2.12 BancoBradesco BBDO 5.1 12 3.00 +0.05.0901
10.63 2.60 AmpriusTech AMPX ... dd 3.48 –0.59 ... 33.00 22.58 AssetMarkFin AMK ... 17 26.46 –0.33 ... 98.87 59.55 BrightHorizons BFAM ... 61 91.33 +0.09 ...
86.09 21.03 Abercrombie&Fitch ANF ... 21 84.17 +5.52 ... 23.80 17.96 BancodeChile BCH 7.0 8 23.26 +0.522.1466
20.76 11.31 Amrep AXR ... 6 20.45 +0.58 ... 24.21 14.47 AssociatedBanc ASB 4.2 9 21.19 +1.63 .22 3.44 0.81 BrightScholar BEDU ... ... 1.46 +0.25 ...
17.36 12.37 AcadiaRealty AKR 4.3 66 16.94 +1.13 .18 25.73 15.58 Bladex BLX 4.1 6 24.49 –0.02 .25
10.92 10.25 AndrettiAcqnA WNNR ... cc 10.84 –0.03 ... 42.97 31.01 AssocCapital AC .6 22 35.02 +0.80 .10 26.88 15.23 BrightSphere BSIG .2 11 19.45 +0.86 .01
12.05 7.26 AccelEnt ACEL ... 20 9.95 –0.20 ... 30.32 13.26 BancoMacro BMA .0 4 26.80 –0.39.4262
11.15 4.43 AngelOakMtgREIT AOMR11.5 dd 11.09 +0.65 .32 172.95 104.49 Assurant AIZ 1.8 17 163.29 –4.39 .72 7.81 5.20 BrightSpire BRSP10.7 cc 7.48 +0.36 .20
346.96 242.80 Accenture ACN 1.5 32 344.15 +6.92 1.29 6.64 4.76 BancSanBrasil BSBR 4.0 ... 6.36 +0.10.0596
30.27 14.91 AngloGoldAsh AU 1.2 cc 17.96 +0.59.0337 73.51 45.21 AssuredGuaranty AGO 1.6 9 71.82 +1.02 .28 9.16 5.16 BrightView BV ... dd 8.41 +0.44 ...
10.45 9.88 AcropolisInfrA ACRO ... 63 10.45 +0.01 ... 21.81 15.02 BcoSantChile BSAC 4.7 19 20.07 +0.651.2511
67.09 51.66 AB InBev BUD 1.0 20 62.51 –0.51.8245 164.76 111.90 Atkore ATKR ... 9 157.04 +21.81 ... 88.95 52.63 Brink's BCO 1.0 30 86.76 +2.53 .22
207.00 149.30 AcuityBrands AYI .3 19 203.24 +15.21 .13 4.24 2.83 BancoSantander SAN 2.5 7 4.12 –0.08.0631
24.43 14.52 AnnalyCap NLY 13.0 dd 19.95 +1.64 .65 41.04 23.32 AtlUnionBkshs AUB 3.5 13 36.49 +2.66 .32 42.52 28.23 BrinkerIntl EAT ... 13 40.82 +1.05 ...
62.90 42.06 Acushnet GOLF 1.3 19 61.93 +4.74 .195 30.89 21.55 BanColombia CIB 3.8 9 28.89 +0.77.8835
23.89 5.42 AnnovisBio ANVS ... dd 10.90 +0.62 ... 24.69 15.06 AtlasEnergy AESI 3.4 10 17.51 +0.57 .05 75.18 48.25 BristolMyers BMY 4.7 13 50.89 +0.58 .60
12.51 7.07 Adecoagro AGRO 2.9 8 11.39 +0.95.1649 37.00 24.96 BankofAmerica BAC 2.9 9 33.60 +2.64 .24
13.46 9.56 AnteroMidstream AM 7.3 17 12.41 –0.53 .225 125.28 101.00 AtmosEnergy ATO 2.8 19 114.82 +1.36 .805 0.17 0.02 BristolMyersRt CELG.RT ... ... .08 +0.02 ...
47.50 30.11 Adient ADNT ... 16 35.18 +2.29 ... 38.31 22.93 BankofButterfield NTB 5.4 7 32.55 +1.35 .44
34.66 19.91 AnteroResources AR ... 8 21.99 +1.07 ... 25.39 18.21 AtmusFiltration ATMU ... 11 24.45 +0.92 ... 31.89 20.08 Bristow VTOL ... dd 26.45 +0.63 ...
62.23 33.59 AdtalemGlbEduc ATGE ... 26 59.99 +0.05 ... 81.73 30.83 BankofHawaii BOH 3.8 15 72.87 +7.19 .70
9.85 4.09 AnywhereRealEst HOUS ... dd 7.39 +1.04 ... 3.51 1.30 ATRenew RERE ... dd 1.71 +0.11 ... 41.21 28.35 BritishAmTob BTI 9.5 6 29.40 +0.27.7006
158.22 47.73 AdvanceAuto AAP 1.6 20 62.72 +6.45 .25 102.79 73.98 BankMontreal BMO 3.7 22 92.49 +5.261.1137
347.37 280.89 Aon AON .8 24 310.43 –13.67 .615 38.91 25.74 Autohome ATHM 2.0 12 27.48 +1.03 .53 24.47 19.40 BrixmorProp BRX 4.6 21 23.55 +0.84.2725
142.13 75.02 AdvDrainageSys WMS .4 24 140.59 +14.36 .14 52.26 39.65 BankNY Mellon BK 3.3 12 51.63 +2.57 .42
40.28 28.22 AptIncmREIT AIRC 5.3 5 34.07 +1.29 .45 106.61 73.66 Autoliv ALV 2.6 21 103.33 +1.92 .68 196.52 131.83 BroadridgeFinl BR 1.7 34 193.75 +2.39 .80
44.57 23.93 AdvanSix ASIX 2.2 9 29.36 +2.22 .16 55.91 39.80 BankNovaScotia BNS 6.7 11 46.36 +1.54.7801
8.93 5.63 ApartmtInv AIV ... dd 7.50 +0.36 ... 182.08 99.72 AutoNation AN ... 6 147.61 +11.51 ... 18.54 13.68 Broadstone BNL 6.6 17 17.19 +0.81 .285
5.78 4.02 Aegon AEG 4.2 dd 5.68 +0.07.1528 40.22 15.83 BankUnited BKU 3.3 11 32.89 +3.15 .27
33.48 18.15 APi Group APG ... 85 33.32 +2.52 ... 2750.00 2277.88 AutoZone AZO ... 19 2628.05 +7.56 ... 6.07 2.27 BrookdaleSrLiving BKD ... dd 5.77 +0.45 ...
75.48 49.58 AerCap AER ... 7 73.94 +1.79 ... 11.19 10.13 BanyanAcqnA BYN ... dd 10.80 +0.08 ...
12.75 8.58 ApolloComRlEst ARI 11.6 dd 12.11 +0.94 .35 198.66 153.07 Avalonbay AVB 3.5 29 187.89 +12.14 1.65 39.21 26.76 BrookfieldAsset BAM 3.4 8 37.98 +2.08 .32
2.10 0.47 AevaTech AEVA ... dd .78 +0.21 ... 9.44 6.23 Barclays BCS 5.0 ... 7.48 +0.14.1398
94.68 55.16 ApolloGlbMgmt APO 1.8 20 94.48 +2.39 .43 44.77 27.46 Avangrid AGR 5.4 24 32.86 +0.79 .44 23.65 14.00 BrookfieldBus BBUC 1.1 9 22.53 +3.02.0625
180.63 120.22 AffiliatedMgrs AMG .0 5 150.36 +11.46 .01 9.47 6.96 BaringsBDC BBDC11.6 10 8.79 +0.07 .26
18.22 13.66 AppleHospREIT APLE 5.6 25 17.14 +0.24 .08 31.99 17.24 AvanosMedical AVNS ... dd 21.75 +0.60 ... 40.06 28.25 Brookfield BN .7 dd 38.49 +2.58 .07
159.59 96.80 AgilentTechs A .7 33 136.78 +9.58 .236 2.52 0.75 Barnes&NobleEduc BNED ... dd 1.30 +0.07 ...
19.68 5.07 Agiliti AGTI ... dd 7.28 –0.14 ... 47.36 18.79 BarnesGroup B 2.1 63 29.95 +1.45 .16 48.23 25.48 BrookfieldInfr BIPC 4.4 6 34.91 +2.10.3825
29.44 10.41 agilon health AGL ... dd 13.08 +1.53 ... 20.75 13.82 BarrickGold GOLD 2.3 cc 17.51 +0.72 .10 37.32 21.03 BrookfieldInfr BIP 5.1 90 30.11 +1.95.3825
61.15 43.22 AgnicoEagleMines AEM 3.0 10 54.01 +2.77 .40 49.55 27.30 Bath&BodyWks BBWI 1.9 13 41.24 +3.67 .20 40.00 28.30 BrookfieldReinsur BNRE .0 ... 38.53 +2.63 .07
Five-Day Dow Composite

75.71 52.69 AgreeRealty ADC 4.8 36 61.23 +2.34 .247 11.55 9.60 BatteryFutureA BFAC ... 47 10.94 +0.09 ... 39.95 32.75 BrookfieldReinsA1 BNRE.A .0 ... 38.64 +2.73 .07
46.20 33.33 AirLease AL 2.1 9 40.81 +1.04 .21 21.95 14.37 Bausch+Lomb BLCO ... dd 15.17 –0.49 ... 36.16 21.77 BrookfieldRenew BEPC 4.7 5 28.75 +1.67.3375
320.90 251.63 AirProducts APD 2.6 26 270.86 +7.59 1.75 10.23 5.57 BauschHealth BHC ... dd 7.28 –0.02 ... 76.25 52.82 Brown&Brown BRO .7 26 69.47 –4.68 .13
205.63 137.47 AlamoGroup ALG .4 18 202.31 +10.19 .22 53.12 31.01 BaxterIntl BAX 3.0 dd 38.70 +2.55 .29 72.65 53.52 Brown-Forman A BF.A 1.5 37 59.84 +3.06.2178
14.95 9.45 AlamosGold AGI .7 27 13.64 –0.13 .025 Winning Streak: The Dow rose 2.9% on the week, to a record high, after 4.66 2.89 BaytexEnergy BTE 2.0 4 3.28 ....0166 71.27 52.59 Brown-Forman B BF.B 1.5 35 57.33 +2.25.2178
57.18 30.75 AlaskaAir ALK ... 20 38.95 +3.34 ... 44.50 6.31 Beachbody BODY ... dd 9.15 –2.09 ... 95.96 66.47 Brunswick BC 1.7 14 95.19 +10.49 .40
115.39 78.20 AlbanyIntl AIN 1.1 30 95.34 +6.21 .26
the Fed said it was done raising rates. Home builder Lennar gained 7%, 35.93 12.29 BeazerHomes BZH ... 6 31.40 +1.52 ... 50.35 30.18 Buckle BKE 3.1 10 44.78 +2.73 2.50
293.01 112.00 Albemarle ALB 1.1 5 147.06 +19.07 .40 beating earnings estimates. 287.32 228.62 BectonDicknsn BDX 1.6 48 237.01 +4.71 .95 12.73 6.45 Buenaventura BVN .7 33 12.50 +3.06 .073
23.88 19.14 Albertsons ACI 2.1 12 22.66 +0.47 .12 99.13 60.55 Belden BDC .3 12 75.83 +3.27 .05 30.49 17.85 Build-A-Bear BBW .0 7 23.57 +0.50 1.50
57.61 23.07 Alcoa AA 1.3 dd 31.10 +6.08 .10 57.00 24.21 BellRing BRBR ... 44 54.43 +0.99 ... 170.76 63.52 BuildersFirst BLDR ... 14 162.51 +14.81 ...
Monday Tuesday Wednesday Thursday Friday 116.59 87.87 BungeGlobal BG 2.5 8 104.78 +0.28.6625
86.20 63.78 Alcon ALC ... 84 75.72 +3.73 ... 29.46 20.58 BenchmarkElec BHE 2.4 15 27.88 +2.23 .165
17.70 6.09 BurfordCapital BUR 1.9 ... 13.18 –0.22.0625
20.49 15.56 Alexander&Baldwin ALEX 4.8 dd 18.29 +0.96.2225 37,350 2.84 0.14 BensonHill BHIL ... dd .16 –0.06 ...
239.94 115.66 BurlingtonStrs BURL ... 40 183.05 +6.77 ...
242.63 155.60 Alexander's ALX 9.0 10 200.50 +11.504.50 75.53 55.50 Berkley WRB .6 14 70.22 –1.11 .50
172.65 90.73 AlexandriaRlEst ARE 3.9 93 130.14 +10.70 1.27 566570 442363 BerkHathwy A BRK.A ... 10 544478 +4478.30 ... 3.22 0.76 ButterflyNtwk BFLY ... dd .94 –0.01 ...
121.30 70.08 Alibaba BABA 1.3 10 74.51 +2.37 1.00 373.34 292.42 BerkHathwy B BRK.B ... 10 356.50 +3.42 ... 26.00 16.40 BylineBancorp BY 1.5 9 23.39 +1.50 .09
10.19 6.33 Alight ALIT ... dd 8.20 +0.24 ... 37,050 31.52 18.07 BerkshireHills BHLB 2.9 11 24.85 +1.77 .18 C
128.36 95.94 Allegion ALLE 1.5 19 117.52 +7.18 .45 69.94 53.83 BerryGlobal BERY 1.6 14 68.93 +3.51 .275
4.89 0.99 Allego ALLG ... dd 1.39 +0.20 ... 93.32 62.30 BestBuy BBY 4.8 13 77.32 +3.33 .92 359.33 275.79 CACI Intl CACI ... 19 318.10 –4.52 ...
66.69 49.29 Allete ALE 4.5 14 60.30 –1.05.6775 36,750 39.27 13.71 Beyond BYON ... dd 24.49 +1.17 ... 58.10 29.05 CAVA CAVA ... dd 40.04 +7.80 ...
42.00 25.83 AllianceBernstein AB 8.2 14 32.02 +1.99 .65 19.97 3.47 BigLots BIG 17.1 dd 7.02 +0.91 .30 1.49 0.58 CBD Pao CBD ... dd .77 –0.07 ...
61.53 41.08 AllisonTransm ALSN 1.6 8 58.97 +4.08 .23 6.77 0.58 BigBear.ai BBAI ... dd 1.92 +0.18 ... 61.55 45.22 CBIZ CBZ ... 25 61.30 +3.08 ...
144.99 100.57 Allstate ALL 2.6 dd 139.06 –0.26 .89 1058.50 681.51 BiglariA BH.A ... 27 890.00 +135.77 ... 27.38 19.90 CBL&Assoc CBL 6.3 dd 23.82 +0.39 .375
10.94 2.63 AllurionTech ALUR ... dd 3.54 +0.22 ... 36,450 218.50 135.24 BiglariB BH ... 26 171.69 +20.75 ... 91.94 64.63 CBRE Group CBRE ... 49 91.12 +8.43 ...
35.78 21.59 AllyFinancial ALLY 3.4 10 34.88 +4.80 .30 39.65 12.35 Biohaven BHVN ... dd 39.00 +5.94 ... 96.27 60.08 CF Industries CF 2.1 7 76.24 –0.32 .40
7.21 4.80 AlmacenesExito EXTO ... dd 7.16 +0.04 ... +157.06 +173.01 +512.30 +158.11 +56.81 509.62 261.59 Bio-RadLab A BIO ... dd 306.12 +1.99 ... 107.66 83.35 CGI A GIB ... 21 106.83 +2.70 ...
(Previous Friday Close)
316.74 130.54 AlphaMetal AMR .6 6 315.89 +16.57 .50 36,150 52.12 35.83 Birkenstock BIRK ... 53 48.68 +0.77 ... 8.60 3.34 CI&T CINT ... 21 5.03 –0.05 ...
20.79 14.25 AlpineIncmProp PINE 6.3 35 17.33 +0.58 .275 73.98 46.43 BlackHills BKH 4.6 14 54.62 +0.52 .625 65.72 49.87 CMS Energy CMS 3.4 23 57.98 –0.17.4875
10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4
20.60 8.76 AltaEquipment ALTG 1.9 56 12.15 +1.19 .057 5.75 3.17 BlackBerry BB ... dd 4.37 +0.25 ... 45.42 36.17 CNA Fin CNA 4.1 10 41.22 –0.33 .42
10.77 9.82 AltC Acqn ALCC ... 55 10.38 +0.02 ... 819.00 596.18 BlackRock BLK 2.4 23 819.00 +74.275.00 17.98 9.77 CNH Indl CNHI 3.4 7 11.48 +0.37.3823
D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST B A R R ON S .C OM / D ATA

27.39 19.95 CNO Financial CNO 2.3 11 26.35 –0.14 .15 178.52 109.36 CleanHarbors CLH ... 26 174.75 +3.44 ... 58.81 36.50 DelekLogistics DKL 9.5 13 43.78 –5.641.045 26.26 17.65 Endeavor EDR 1.0 dd 23.27 –1.33 .06 12.28 9.99 FlameAcqnA FLME ... dd 11.06 +0.26 ...
23.68 14.36 CNX Resources CNX ... 2 20.00 –0.05 ... 2.14 0.95 ClearChannelOutdr CCO ... dd 1.66 +0.01 ... 31.22 19.39 DelekUS DK 3.5 25 27.06 +1.12 .24 4.55 1.83 EndeavourSilver EXK ... 36 2.06 +0.08 ... 278.35 175.08 FleetCorTech FLT ... 22 277.43 +21.34 ...
114.30 49.35 CONSOL Energy CEIX 2.2 5 97.97 –3.75 1.10 35.00 15.28 ClearSecure YOU 1.6 cc 22.42 +0.64 .55 76.09 35.96 DellTechC DELL ... 20 71.62 +2.92 ... 3.90 1.94 EnelChile ENIC 8.6 3 3.49 +0.10.3076 35.97 27.76 FlexLNG FLNG10.3 11 29.19 +0.48 .75
28.69 21.59 COPTDefenseProp CDP 4.5 dd 25.50 +0.86 .285 21.89 13.02 ClearwaterAnalytic CWAN ... dd 19.81 +0.56 ... 49.81 30.60 DeltaAir DAL .9 8 42.34 +1.99 .10 8.36 3.94 Enerflex EFXT 1.6 dd 4.58 +0.34.0184 116.03 68.29 Floor&Decor FND ... 43 111.84 +10.91 ...
68.27 38.45 CRH CRH 2.0 17 66.90 +1.95 1.08 40.08 29.22 ClearwaterPaper CLW ... 7 35.63 –0.21 ... 21.59 13.61 Deluxe DLX 6.2 28 19.46 +1.03 .30 37.89 27.68 Energizer ENR 3.8 16 31.75 +0.82 .30 9.24 2.90 FlotekIndustries FTK ... dd 3.65 +0.53 ...
10.77 5.07 CS Disco LAW ... dd 7.50 +0.58 ... 33.23 17.47 ClearwayEnergyA CWEN.A 5.2 54 24.88 +1.28.3964 13.44 6.14 DesignerBrands DBI 2.3 6 8.86 +0.53 .05 14.15 11.37 EnergyTransfer ET 9.1 13 13.71 +0.41.3125 29.46 19.64 FlowersFoods FLO 4.2 34 21.86 +0.16 .23
20.10 15.63 CTO Realty CTO 8.8 dd 17.24 –0.14 .38 35.14 18.59 ClearwayEnergyC CWEN 5.7 58 26.63 +1.75.3964 2.55 0.61 DesktopMetal DM ... dd .73 –0.01 ... 5.51 1.35 EnergyVault NRGV ... dd 2.28 –0.11 ... 41.02 28.89 Flowserve FLS 2.0 21 39.80 +1.28 .20
49.59 35.50 CTS CTS .4 23 42.77 +1.92 .04 22.83 13.61 Cleveland-Cliffs CLF ... 28 18.70 +1.32 ... 9.98 4.63 Despegar.com DESP ... dd 9.22 +0.62 ... 30.22 22.94 EnerpacTool EPAC .1 36 29.60 +1.12 .04 40.18 25.69 Fluor FLR ... 64 39.37 +1.20 ...
48.87 10.16 C3.ai AI ... dd 31.22 +2.95 ... 7.25 4.40 ClipperRealty CLPR 7.7 dd 4.95 –0.57 .095 13.57 8.85 DeutscheBank DB ... 5 13.14 +0.37 ... 18.17 12.84 Enerplus ERF 1.4 5 14.78 –0.22.0607 131.33 75.66 FomentoEconMex FMX 1.1 13 129.41 +1.201.0138
4.96 0.58 Curo CURO ... dd .80 +0.06 ... 178.21 114.69 Clorox CLX 3.4 cc 141.91 +0.36 1.20 66.96 42.59 DevonEnergy DVN 6.4 8 44.87 +0.78 .57 113.34 71.16 EnerSys ENS .9 17 97.89 +5.44 .225 47.22 14.84 FootLocker FL 5.2 37 30.48 +2.29 .40
39.36 22.60 CVR Energy CVI 6.4 4 31.45 +1.36 1.50 85.48 37.56 Cloudflare NET ... dd 85.05 +7.53 ... 190.02 135.63 Diageo DEO 2.7 18 142.85 +0.892.5088 13.54 7.75 Eneti NETI .3 dd 12.23 +1.29 .01 15.42 9.63 FordMotor F 5.0 8 12.02 +1.01 .15
118.38 60.50 CVR Partners UAN 39.5 3 67.32 +1.15 1.55 4.10 1.41 CN Finance CNF ... 6 2.18 +0.03 ... 17.32 8.42 DiamondOffshore DO ... 30 12.61 +0.36 ... 12.32 7.37 Enfusion ENFN ... cc 9.95 +0.20 ... 34.26 13.72 Forestar FOR ... 10 33.17 +1.76 ...
96.76 64.41 CVS Health CVS 3.6 11 74.43 –0.67 .665 64.99 51.55 Coca-Cola KO 3.1 24 58.60 –0.01 .46 10.02 7.14 Diamondrock DRH 1.3 23 9.19 +0.59 .03 23.10 15.45 EngageSmart ESMT ... cc 22.85 –0.01 ... 3.56 1.10 ForgeGlobal FRGE ... dd 3.49 +0.26 ...
861.89 506.18 CableOne CABO 2.2 44 541.29 +14.89 2.95 97.88 64.97 Coca-Cola Femsa KOF 3.0 17 96.72 +8.131.6528 4.85 2.82 DianaShipping DSX 21.1 5 2.96 +0.01 .15 16.64 7.12 Enhabit EHAB ... dd 10.52 –0.56 ... 46.28 36.30 Fortis FTS 4.2 18 41.01 +0.30 .435
83.74 63.73 Cabot CBT 2.0 11 81.69 +3.91 .40 4.55 2.00 CoeurMining CDE ... dd 3.54 +0.53 ... 152.61 100.98 Dick's DKS 2.8 13 144.68 +6.59 1.00 23.17 18.94 Ennis EBF 4.4 13 22.74 +0.51 .25 79.90 62.70 Fortive FTV .4 31 72.08 +3.19 .08
57.40 31.37 Cactus WHD 1.1 19 44.03 +2.54 .12 78.87 50.05 Cohen&Steers CNS 3.1 28 73.84 +10.46 .57 29.32 16.50 DieboldNixdorf DBD ... 1 28.53 +0.21 ... 58.64 35.30 EnovaIntl ENVA ... 9 54.06 +6.77 ... 4.20 2.58 FortunaSilver FSM ... dd 3.94 +0.30 ...
31.45 16.95 CadenceBank CADE 3.1 15 30.43 +2.61 .235 60.46 26.29 Coherent COHR ... dd 43.84 +2.46 ... 139.35 86.33 DigitalRealty DLR 3.7 46 132.17 –2.64 1.22 66.71 43.04 Enovis ENOV ... dd 53.62 +4.09 ... 80.33 54.10 FortuneBrands FBIN 1.2 23 79.40 +5.97 .24
33.62 16.58 Cadre CDRE 1.0 34 31.87 –0.32 .08 82.09 67.62 ColgatePalm CL 2.5 40 76.98 –0.19 .48 18.43 9.99 DigitalBridge DBRG .2 dd 17.05 +0.55 .01 10.85 9.93 EnphysAcqnA NFYS ... 30 10.85 +0.22 ... 33.84 19.31 ForumEnergyTech FET ... dd 21.84 +0.53 ...
25.04 18.74 CAE CAE ... 30 20.81 +0.23 ... 77.34 28.40 Comerica CMA 5.1 6 55.39 +5.42 .71 51.69 19.39 DigitalOcean DOCN ... dd 35.47 +4.42 ... 150.90 91.74 Enpro NPO .8 20 150.50 +15.34 .29 29.30 20.51 FourCornersProp FCPT 5.5 23 24.98 +0.76 .345
31.95 16.85 Caleres CAL .9 7 30.30 +2.01 .07 206.73 111.28 ComfortSystems FIX .5 25 203.37 +9.36 .25 417.86 272.58 Dillard's DDS .3 9 396.56 +31.73 .25 115.63 87.10 Entergy ETR 4.5 14 100.88 –1.13 1.13 11.82 5.70 FourSeasonsEduc FEDU ... dd 9.75 +0.45 ...
58.44 34.02 CaliforniaRscs CRC 2.4 8 51.97 +1.78 .31 58.09 39.85 CommercialMetals CMC 1.3 7 47.94 +2.16 .16 82.43 42.00 DineBrands DIN 4.1 10 49.34 +0.11 .51 27.95 23.14 EnterpriseProd EPD 7.6 11 26.29 –0.04 .50 161.25 102.29 Franco-Nevada FNV 1.2 31 111.11 +2.62 .34
63.92 45.44 CalWtrSvc CWT 2.0 73 52.64 +0.31 .26 64.86 35.38 CommBkSys CBU 3.5 19 51.76 +3.00 .45 6.90 1.60 Dingdong DDL ... dd 1.67 –0.20 ... 7.33 3.35 Entravision EVC 4.8 cc 4.19 –0.10 .05 14.92 11.08 FrankBSPRealty FBRT10.0 24 14.14 +0.61 .355
71.94 31.95 Calix CALX ... 63 42.93 +1.03 ... 8.01 2.01 CommunityHlthSys CYH ... 2 2.92 +0.27 ... 11.50 10.24 DirectSellingA DSAQ ... dd 10.90 ... ... 69.22 33.12 Envestnet ENV ... dd 47.45 +4.88 ... 49.77 32.19 FranklinCovey FC ... 32 40.32 +0.39 ...
44.49 28.62 CallonPetrol CPE ... 4 33.53 +3.55 ... 43.88 25.18 CommunityHlthcr CHCT 6.9 cc 26.22 –2.00 .455 122.50 79.04 DiscoverFinSvcs DFS 2.6 8 106.03 +2.73 .70 10.01 5.64 Enviri NVRI ... dd 8.57 +1.54 ... 34.37 21.88 FranklinRscs BEN 4.1 17 29.39 +3.82 .31
127.60 82.81 CamdenProperty CPT 4.0 47 98.95 +5.30 1.00 14.77 8.45 SABESP SBS 1.6 17 14.31 +0.64.2527 118.18 78.73 Disney DIS .6 73 93.46 +0.64 .30 43.29 20.00 Envista NVST ... 22 23.85 +0.40 ... 46.73 32.83 FreeportMcM FCX 1.4 28 41.50 +3.35 .075
46.76 21.22 Cameco CCJ ... 99 44.96 –0.13 ... 4.40 2.80 EngGr-Cmg C CIG.C 6.2 7 3.11 –0.02.0387 91.02 67.44 DolbyLab DLB 1.4 42 87.49 –1.89 .30 55.79 0.61 Enviva EVA .0 dd 1.25 +0.06 .905 27.72 15.35 FreseniusMedCare FMS 2.0 20 20.62 –0.01.6181
57.78 37.94 CampbellSoup CPB 3.4 17 43.88 +0.97 .37 2.75 1.89 EngGr-Cmg CIG 8.5 5 2.25 +0.06.0329 14.01 9.32 Dole DOLE 2.7 8 11.91 +0.07 .08 2.74 1.00 EnzoBiochem ENZ ... dd 1.33 +0.06 ... 32.49 21.41 FreshDelMonte FDP 3.0 11 24.97 +1.12 .20
32.88 16.18 CampingWorld CWH 1.8 cc 27.31 +3.91 .125 10.20 6.01 COPEL ELP 2.5 ... 9.81 +0.21.1588 251.00 101.09 DollarGeneral DG 1.8 15 129.98 +2.76 .59 252.14 159.95 Equifax EFX .6 58 244.60 +16.22 .39 22.95 10.55 Frontline FRO 17.1 6 20.09 +0.75 .30
24.73 9.80 CanadaGoose GOOS ... 25 12.67 +0.95 ... 3.70 2.11 CiaSiderurgica SID 12.8 dd 3.58 +0.14.1175 23.60 3.86 Doma DOMA ... dd 5.35 +0.07 ... 37.58 25.23 Equinor EQNR 2.9 6 30.86 +0.07 .30 3.87 0.96 fuboTV FUBO ... dd 3.36 +0.08 ...
46.93 34.35 CIBC CM 5.5 12 45.49 +2.47.6623 17.74 10.82 CerveceriasUnid CCU 3.1 19 13.10 +0.07.1146 63.94 39.18 DominionEner D 5.5 25 48.48 +0.99.6675 34.80 21.89 Equitable EQH 2.6 10 34.04 +1.92 .22 10.18 5.41 FullTruck YMM ... 29 7.01 –0.05 ...
125.55 103.96 CanNtlRlwy CNI 1.9 22 120.39 +2.61.5734 22.91 16.32 CompassDiversif CODI 4.7 dd 21.49 +0.72 .25 415.81 285.84 Domino's DPZ 1.2 27 400.05 +5.15 1.21 10.48 4.60 EquitransMdstm ETRN 6.0 14 10.00 +0.01 .15 82.84 62.57 FullerHB FUL 1.0 31 81.78 +2.94 .205
68.74 48.81 CanadianNatRscs CNQ 4.7 13 62.40 ....7373 5.16 1.82 Compass COMP ... dd 2.88 +0.08 ... 66.96 57.05 Donaldson DCI 1.5 22 65.57 +4.14 .25 34.50 20.50 EquityBcshs EQBK 1.3 11 32.76 +0.70 .12 10.31 5.27 FutureFuel FF 3.9 9 6.19 +0.27 .06
85.40 68.92 CdnPacKC CP .8 23 75.90 +3.01.1384 47.68 22.80 CompassMinerals CMP 2.3 73 26.16 +1.56 .15 61.85 35.71 DonnelleyFin DFIN ... 23 61.11 +0.75 ... 26.42 18.10 EquityCommnwlth EQC .0 28 19.31 +0.16 4.25
G
1.51 0.92 Cango CANG ... dd .95 –0.04 ... 15.47 8.29 ComstockRscs CRK 5.6 4 8.92 +0.03 .125 45.06 15.81 DorianLPG LPG .0 7 42.78 +3.42 1.00 74.40 60.47 EquityLife ELS 2.5 45 71.90 +1.09.4475
25.51 15.93 Cannae CNNE ... dd 19.73 +1.14 ... 41.30 25.16 ConagraBrands CAG 4.8 13 29.33 –0.19 .35 42.51 20.38 DoubleVerify DV ... cc 35.54 +2.15 ... 69.45 52.57 EquityResdntl EQR 4.3 34 61.31 +2.49.6625 133.01 97.21 GATX GATX 1.9 18 117.53 +4.40 .55
190.00 5.27 CanoHealth CANO ... dd 8.49 –0.10 ... 10.90 9.83 ConcordAcqnIIA CNDA ... 42 10.39 ... ... 41.40 23.15 DouglasDynamics PLOW 3.8 26 30.94 +1.39 .295 1.75 1.32 EquusTotReturn EQS ... 2 1.49 ... ... 12.42 6.94 GEO Group GEO ... 13 10.56 +0.27 ...
130.15 83.93 CapitalOne COF 1.9 10 129.68 +11.59 .60 11.55 10.15 ConcordAcqnIII A CNDB ... cc 10.53 –0.01 ... 5.02 1.57 DouglasElliman DOUG .0 dd 2.57 +0.25.0476 16.36 9.79 ErmenegildoZegna ZGN .9 33 11.69 –0.18 .109 39.06 26.87 GFLEnvironmental GFL .2 dd 32.82 +4.36 .013
69.25 34.17 Capri CPRI ... 19 49.28 +0.84 ... 1.99 0.92 ConcordMed CCM ... dd 1.05 ... ... 17.98 10.09 DouglasEmmett DEI 5.0 cc 15.29 +0.98 .19 24.38 11.35 EroCopper ERO ... 19 16.21 +2.67 ... 81.23 49.36 GMS GMS ... 11 80.51 +8.62 ...
108.85 68.53 CardinalHealth CAH 2.0 cc 100.49 –6.34.5006 138.47 82.97 Conmed CNMD .7 61 113.18 +3.81 .20 160.66 127.25 Dover DOV 1.3 21 152.20 +8.58 .51 53.66 36.53 EssentGroup ESNT 2.0 8 50.90 +1.44 .25 5.59 2.00 GOL Linhas GOL ... 77 3.45 +0.01 ...
23.49 17.86 CareTrustREIT CTRE 5.0 54 22.43 –0.15 .28 127.35 91.53 ConocoPhillips COP 2.0 13 114.54 +2.47 .58 60.88 47.26 Dow DOW 5.2 30 54.24 +3.32 .70 26.43 20.49 EssentialProp EPRT 4.4 22 25.72 +1.41 .285 38.32 33.20 GSK GSK 3.8 10 35.88 –0.06.3613
315.00 203.66 Carlisle CSL 1.1 22 314.41 +19.31 .85 100.92 80.46 ConEd ED 3.6 13 89.85 –1.70 .81 40.12 19.71 Doximity DOCS ... 46 26.57 +2.06 ... 49.28 32.07 EssentialUtil WTRG 3.4 20 36.09 +0.09.3071 67.57 40.94 GXO Logistics GXO ... 36 61.31 +4.04 ...
87.50 52.10 CarMax KMX ... 26 74.74 +7.52 ... 12.12 10.08 ConstellationI A CSTA ... cc 11.06 +0.05 ... 73.17 51.11 DrReddy'sLab RDY .6 18 66.62 –2.24.4877 251.48 195.03 EssexProp ESS 3.8 30 244.95 +18.84 2.31 254.00 174.45 Gallagher AJG 1.0 43 222.81 –18.15 .55
19.55 7.53 Carnival CCL ... dd 18.61 +0.50 ... 273.65 208.12 ConstBrands A STZ 1.5 29 236.46 +2.02 .89 31.91 8.17 DreamFinders DFH ... 13 31.46 +3.00 ... 283.62 102.22 EsteeLauder EL 1.8 95 143.64 +9.91 .66 27.65 11.83 GameStop GME ... dd 17.26 +1.71 ...
17.67 6.74 Carnival CUK ... dd 16.96 +0.56 ... 19.46 11.12 Constellium CSTM ... 18 18.95 +1.35 ... 35.95 20.56 Dril-Quip DRQ ... dd 22.34 +0.82 ... 36.20 24.76 EthanAllen ETD 4.6 9 31.38 +2.20 .36 3.60 1.62 Gannett GCI ... 18 2.44 +0.48 ...
74.06 35.72 CarpenterTech CRS 1.2 31 66.54 +0.54 .20 5.80 1.56 ContainerStore TCS ... dd 2.39 +0.43 ... 16.98 8.93 DuckhornPtf NAPA ... 17 9.35 +0.11 ... 19.18 12.94 Euronav EURN13.0 5 17.54 –0.40 .57 5.49 2.21 GaotuTechedu GOTU ... 47 4.63 +1.87 ...
35.99 18.06 CarriageSvcs CSV 1.8 13 25.12 +0.21.1125 15.05 5.52 Volaris VLRS ... dd 9.18 +0.79 ... 58.28 40.24 Ducommun DCO ... 35 50.91 –0.86 ... 11.05 5.10 EveHolding EVEX ... dd 7.03 +0.10 ... 22.08 7.22 Gap GPS 2.8 cc 21.31 –0.37 .15
60.04 40.28 CarrierGlobal CARR 1.3 41 57.33 +2.06 .19 14.50 11.00 Cool CLCO13.9 ... 11.80 +0.08 .41 106.43 83.06 DukeEnergy DUK 4.2 61 96.63 +2.241.025 11.91 5.30 Eventbrite EB ... dd 8.06 +0.26 ... 126.99 89.25 Garmin GRMN 2.3 23 126.13 +1.54 .73
22.84 12.70 Cars.com CARS ... 11 18.92 –0.08 ... 22.74 5.92 Cooper-Standard CPS ... dd 17.10 +0.17 ... 15.45 8.68 Dun&Bradstreet DNB 1.7 dd 11.50 +0.91 .05 166.48 104.36 EvercoreA EVR 1.8 21 164.68 +9.91 .76 469.58 292.60 Gartner IT ... 38 444.42 –7.58 ...
86.76 60.66 Carter's CRI 4.1 13 73.84 +1.17 .75 121.20 78.12 Copa CPA 3.2 ... 101.40 +3.88 .82 78.74 62.80 DuPont DD 2.0 8 73.23 +2.34 .36 11.91 10.13 EverestConsolA MNTN ... dd 10.88 +0.01 ... 14.93 10.68 GatesIndustrial GTES ... 14 12.49 +0.77 ...
57.19 3.62 Carvana CVNA ... dd 51.40 +11.14 ... 39.53 18.75 Core&Main CNM ... 19 39.24 +1.21 ... 41.44 22.67 DutchBros BROS ... cc 29.88 +2.22 ... 417.92 318.03 Everest EG 2.0 7 356.08 –28.70 1.75 7.49 3.51 GatosSilver GATO ... dd 6.55 +0.79 ...
74.49 31.45 Catalent CTLT ... dd 41.48 +4.30 ... 27.95 16.69 CoreLabs CLB .2 21 18.15 +0.27 .01 115.77 77.33 DycomInds DY ... 15 113.15 +4.60 ... 19.85 9.94 Everi EVRI ... 9 10.94 +0.42 ... 19.84 12.39 GencoShipping GNK 3.8 63 15.70 +1.39 .15
293.88 204.04 Caterpillar CAT 1.8 16 285.74 +26.24 1.30 22.21 14.01 CorebridgeFin CRBG 4.2 8 22.08 +1.73 .23 3.25 2.08 DynagasLNG DLNG ... 3 2.70 –0.12 ... 86.84 52.03 EversourceEner ES 4.4 19 61.82 +2.17 .675 156.95 79.86 Generac GNRC ... 50 128.21 +6.66 ...
10.67 6.54 Cato CATO 9.8 dd 6.94 +0.12 .17 35.48 12.62 CoreCard CCRD ... 32 14.67 +0.30 ... 55.87 35.39 Dynatrace DT ... 95 54.62 +0.49 ... 42.03 30.17 Evertec EVTC .5 27 40.30 +1.16 .05 256.32 202.35 GeneralDynamics GD 2.1 21 252.55 +0.26 1.32
680.00 11.90 Cazoo CZOO ... dd 12.15 –11.10 ... 15.06 7.84 CoreCivic CXW ... 25 14.36 +0.55 ... 15.00 9.57 DynexCapital DX 12.3 72 12.68 +0.79 .13 36.70 23.33 EvolentHealth EVH ... dd 30.34 +2.24 ... 123.67 59.85 GeneralElec GE .3 14 123.23 +2.64 .08
47.95 34.04 CedarFairRec FUN 3.1 13 38.78 –0.57 .30 37.10 25.26 Corning GLW 3.7 45 30.46 +1.35 .28 26.94 13.70 ExcelerateEner EE .6 19 16.01 –0.32 .025 90.89 60.33 GeneralMills GIS 3.6 16 65.22 –0.25 .59
E
152.94 97.12 Celanese CE 1.8 8 152.00 +10.65 .70 39.76 28.96 Vesta VTMX 1.5 10 39.35 +2.52.1703 128.04 102.75 ExpeditorsIntl EXPD 1.1 24 124.45 +4.08 .69 43.63 26.30 GeneralMotors GM 1.0 5 35.73 +1.98 .09
29.54 10.50 Celestica CLS ... 18 29.48 +2.29 ... 16.00 7.75 CorpAmAirports CAAP ... 12 15.88 +1.43 ... 14.55 9.91 EG Acqn A EGGF ... 91 10.81 +0.09 ... 29.40 7.36 Express EXPR ... 0 8.29 –0.18 ... 11.20 10.03 GenAsia I A GAQ ... 36 10.83 –0.02 ...
5.60 4.65 CementosPacasm CPAC ... 9 4.97 +0.17 ... 65.21 43.22 Corteva CTVA 1.4 36 46.55 +1.40 .16 146.95 48.10 elfBeauty ELF ... 68 144.37 +17.10 ... 25.04 14.33 Expro XPRO ... cc 16.27 +1.06 ... 51.04 17.31 Genesco GCO ... dd 35.21 +4.72 ...
8.46 3.98 Cemex CX ... 25 7.81 +0.72 ... 17.51 10.13 Cosan CSAN ... dd 14.97 +0.71 ... 227.50 141.89 EMCOR EME .3 19 216.64 +1.91 .18 170.30 101.19 ExtraSpaceSt EXR 4.2 28 153.73 +15.05 1.62 12.78 8.05 GenesisEnergy GEL 5.2 26 11.61 –0.67 .15
205.83 147.48 Cencora COR 1.0 23 200.33 –1.42 .51 11.85 7.71 Costamare CMRE 4.6 3 10.08 +0.57 .115 33.53 25.10 ENI E ... 10 32.26 –0.04 ... 120.70 97.48 ExxonMobil XOM 3.8 10 100.90 +1.35 .95 28.55 8.28 GenieEnergy GNE 1.1 12 27.44 +0.93 .075
21.37 14.97 CenovusEnergy CVE 2.0 10 16.25 –0.04.1035 29.89 22.25 CoterraEnergy CTRA 3.2 9 25.13 +0.43 .20 137.95 98.52 EOG Rscs EOG 3.0 9 120.11 +1.15 .91 8.45 3.12 GeniusSports GENI ... dd 5.95 +0.57 ...
F
83.61 60.83 Centene CNC ... 17 74.22 +0.45 ... 13.46 7.72 Coty COTY ... 30 12.52 +0.90 ... 385.96 197.99 EPAM Systems EPAM ... 37 293.07 +24.57 ... 48.58 29.41 Genpact G 1.6 15 34.78 +0.42.1375
31.47 25.42 CenterPointEner CNP 2.8 23 28.86 +0.09 .20 19.99 12.67 Coupang CPNG ... 71 17.02 +1.32 ... 49.10 33.92 EPR Prop EPR 7.0 25 47.36 +2.09 .275 48.14 14.76 F&GAnnuities FG 1.8 39 44.24 +0.40 .21 181.37 126.35 GenuineParts GPC 2.7 16 138.39 +5.41 .95
7.71 4.51 CenterraGold CGAU 3.4 dd 6.03 +0.45.0522 21.26 9.91 Coursera COUR ... dd 19.76 –0.96 ... 45.23 28.11 EQT EQT 1.6 5 38.44 +1.31.1575 40.49 24.34 FB Financial FBK 1.5 14 39.23 +2.53 .15 6.46 4.51 GenworthFin GNW ... 8 6.29 +0.04 ...
71.97 46.74 Centerspace CSR 5.0 26 57.97 +3.48 .73 28.66 17.40 CousinsProperties CUZ 5.3 42 24.17 +1.71 .32 86.53 46.27 ESAB ESAB .3 24 85.72 +3.57 .06 10.20 5.16 Figs FIGS ... 81 7.14 +0.20 ... 16.17 8.05 GeoPark GPRK 6.1 4 8.80 +0.14 .134
8.57 5.67 CentraisElBras EBR .5 29 8.25 –0.09.0443 112.24 67.28 Crane CR .7 ... 110.36 +3.69 .18 115.69 85.01 ESCO Tech ESE .3 32 113.69 +7.25 .08 133.37 49.49 FMC FMC 3.9 15 59.51 +3.63 .58 6.34 4.20 Gerdau GGB .5 5 4.73 +0.17.0962
24.55 13.22 CentralPacFin CPF 5.3 8 19.51 +0.43 .26 63.36 33.04 CraneNXT CXT 1.0 10 53.51 +2.42 .14 2.65 0.75 ESSTech GWH ... dd 1.21 +0.02 ... 14.68 10.09 FNB FNB 3.5 9 13.61 +0.75 .12 1.08 0.14 Getaround GETR ... ... .31 +0.14 ...
9.45 4.69 CentralPuerto CEPU 1.3 28 9.34 +0.74.1649 12.04 5.13 CrawfordA CRD.A 2.3 35 11.96 +0.90 .07 7.21 2.15 E2open ETWO ... dd 4.07 +0.37 ... 11.16 1.40 FreyrBattery FREY ... dd 1.88 –0.16 ... 8.22 3.42 GettyImages GETY ... dd 4.98 –0.39 ...
87.49 47.94 CenturyComm CCS 1.1 11 85.18 +6.73 .23 11.15 5.05 Crawford B CRD.B 2.5 32 11.15 +0.89 .07 67.09 39.15 EagleBulkShip EGLE .7 24 54.68 +9.83 .10 20.80 17.06 FS KKR Cap FSK 13.0 8 19.75 –0.72 .05 36.49 25.95 GettyRealty GTY 6.2 20 28.84 –0.10 .45
79.66 55.62 CeridianHCM CDAY ... cc 68.41 +1.24 ... 160.15 116.42 Credicorp BAP ... 9 150.36 +25.69 ... 205.66 129.25 EagleMaterials EXP .5 15 203.56 +14.50 .25 232.15 152.42 FTI Consulting FCN ... 30 199.70 –22.42 ... 37.65 26.30 Gildan GIL 2.2 13 34.48 –2.04 .186
13.65 1.79 ChargePoint CHPT ... dd 2.72 +0.37 ... 14.22 9.17 CrescentEnergy CRGY 4.4 14 11.94 +0.43 .12 16.79 10.27 EasterlyGovtProp DEA 7.6 43 13.92 +1.27 .265 190.00 90.19 Fabrinet FN ... 28 188.53 +22.28 ... 2.55 1.12 GinkgoBioworks DNA ... dd 1.61 +0.25 ...
262.00 161.65 CharlesRiverLabs CRL ... 25 230.81 +26.35 ... 8.59 5.59 CrescentPoint CPG 4.4 dd 6.80 ... .072 188.85 144.40 EastGroup EGP 2.8 47 184.01 +10.87 1.27 466.03 377.89 FactSet FDS .9 38 456.96 +13.07 .98 51.52 26.77 GlacierBancorp GBCI 3.0 19 43.46 +5.51 .33
184.65 101.44 ChartIndustries GTLS ... dd 129.93 +6.30 ... 30.40 13.51 CrossTimbers CRT 11.5 9 18.13 –0.37 .15 92.21 68.89 EastmanChem EMN 3.7 18 88.47 +3.62 .81 1185.42 575.39 FairIsaac FICO ... 67 1129.78 –4.61 ... 4.87 1.30 Glatfelter GLT ... dd 1.61 +0.15 ...
14.38 8.92 ChathamLodging CLDT 2.6 cc 10.59 +0.42 .07 153.98 84.72 CrownCastle CCI 5.5 32 112.84 –3.231.565 6.34 2.78 EastmanKodak KODK ... 6 3.88 +0.18 ... 8.02 0.53 Farfetch FTCH ... dd .64 –0.59 ... 81.84 40.45 Glaukos GKOS ... dd 81.48 +17.85 ...
3.58 1.64 CheetahMobile CMCM ... dd 2.16 –0.03 ... 96.35 75.61 CrownHoldings CCK 1.1 21 90.06 +1.53 .24 240.44 150.86 Eaton ETN 1.4 32 237.41 +5.10 .86 13.66 9.44 FarmlandPtrs FPI 1.9 44 12.96 +0.46 .06 7.60 3.49 GlobalBlue GB ... 90 4.61 –0.03 ...
28.22 7.32 Chegg CHGG ... dd 10.67 –0.01 ... 10.67 9.87 CrownPropA CPTK ... 27 10.61 ... ... 201.62 140.13 Ecolab ECL 1.2 46 196.78 +4.66 .57 24.31 7.15 Fastly FSLY ... dd 18.73 +1.46 ... 8.05 4.76 GlblBusTravel GBTG ... dd 6.10 +0.04 ...
590.58 481.99 Chemed CHE .3 36 574.51 +1.33 .40 48.93 33.17 CubeSmart CUBE 4.5 27 45.24 +3.06 .51 13.11 8.59 Ecopetrol EC 16.9 5 12.80 +0.08.1479 48.58 2.99 FathomDigital FATH ... dd 4.51 –0.17 ... 37.00 22.93 GlobalIndemnity GBLI 3.4 19 29.59 +0.84 .25
39.05 22.88 Chemours CC 3.3 dd 30.44 +1.54 .25 139.33 82.25 Cullen/Frost CFR 3.4 10 107.76 +5.19 .92 12.35 8.26 Ecovyst ECVT ... 19 9.60 –0.07 ... 148.81 91.49 FedAgriMtg A AGM.A 3.0 9 144.51 +6.65 1.10 38.41 20.52 GlobalIndl GIC 2.1 21 37.93 +1.22 .20
7.24 2.77 CherryHillMtg CHMI14.6 dd 4.10 +0.12 .15 5.99 4.20 Culp CULP ... dd 5.58 –0.01 ... 46.13 33.71 EdgewellPersonal EPC 1.7 16 35.75 +0.89 .15 183.78 111.28 FedAgriMtg C AGM 2.5 12 178.95 +6.83 1.10 11.79 8.04 GlobalMedREIT GMRE 7.6 45 11.06 +0.53 .21
132.91 83.80 ChesapeakeUtil CPK 2.3 21 102.01 +1.75 .59 265.28 203.18 Cummins CMI 2.8 12 241.53 +10.95 1.68 74.92 58.82 EdisonIntl EIX 4.2 22 70.05 +2.60.7375 115.08 85.27 FederalRealty FRT 4.1 31 105.12 +6.00 1.09 15.28 7.56 GlobalNetLease GNL 15.4 dd 9.22 +0.12 .354
187.81 140.72 Chevron CVX 4.0 11 149.35 +5.04 1.51 224.74 156.76 Curtiss-Wright CW .4 25 219.69 +4.10 .20 94.87 60.57 EdwardsLife EW ... 33 76.90 +7.72 ... 76.88 43.44 FederalSignal FSS .5 32 76.00 +3.59 .10 40.39 27.07 GlobalPtrs GLP 6.9 10 39.74 +2.58 .685
52.88 16.53 Chewy CHWY ... cc 21.04 +1.70 ... 15.63 6.24 Cushman&Wkfd CWK ... dd 10.63 +1.74 ... 14.69 7.88 ElancoAnimal ELAN ... dd 13.76 +0.96 ... 45.55 30.23 FederatedHermes FHI 3.3 11 33.67 +1.35 .28 138.07 92.27 GlobalPayments GPN .8 38 128.18 +8.02 .25
7.59 4.33 Chico'sFas CHS ... 8 7.52 –0.04 ... 7.64 4.42 CustomTruck CTOS ... 24 6.25 +0.23 ... 118.24 46.18 Elastic ESTC ... dd 112.73 –3.08 ... 284.52 162.61 FedEx FDX 1.8 19 281.29 +9.08 1.26 21.83 15.82 GlobalShipLease GSL 7.8 2 19.13 +0.80 .375
7.81 4.45 ChimeraInvt CIM 8.8 10 5.02 –0.07 .11 55.18 6.87 CustomersBancorp CUBI ... 8 53.08 +2.88 ... 13.56 7.83 EldoradoGold EGO ... dd 12.67 +0.18 ... 190.57 122.13 Ferguson FERG 1.7 21 188.91 +8.26 .79 246.72 135.41 Globant GLOB ... 68 243.38 +16.11 ...
4.80 1.61 ChinaGreenAg CGA ... dd 2.10 +0.04 ... D 11.85 0.32 ElectriqPower ELIQ ... 73 .35 –0.01 ... 372.42 209.88 Ferrari RACE .6 51 354.50 –12.251.9963 125.02 102.23 GlobeLife GL .7 13 121.94 –0.42 .225
12.50 6.73 ChinaYuchai CYD 3.5 7 7.99 –0.48 .28 22.75 17.08 ElementSolns ESI 1.4 cc 22.36 +1.54 .08 15.30 11.55 FidelisInsurance FIHL ... ... 12.06 –0.22 ... 80.04 43.39 GlobusMedical GMED ... 32 49.54 +3.03 ...
2346.35 1344.05 Chipotle CMG ... 54 2271.47 +28.52 ... 6.31 1.97 DHI Group DHX ... 29 2.36 –0.16 ... 521.86 412.00 ElevanceHealth ELV 1.3 18 468.46 –9.51 1.48 48.99 31.84 FidNatlFinl FNF 4.0 20 48.57 +1.85 .48 107.62 67.44 GoDaddy GDDY ... 45 105.08 +0.77 ...
136.02 109.19 ChoiceHotels CHH 1.0 20 110.50 –2.12.2875 12.13 7.30 DHT DHT 11.4 9 10.11 +0.32 .19 14.42 10.82 EllingtonFin EFC 5.6 12 12.96 +0.06 .06 79.32 46.91 FidNatlInfo FIS 3.5 dd 59.41 +0.47 .52 17.78 8.89 GoldFields GFI 2.0 22 16.05 +1.96.1717
231.37 183.40 Chubb CB 1.6 13 220.07 –2.84 .86 13.85 6.68 DRDGOLD DRD 4.6 9 7.58 –0.90.3463 8.15 5.09 EllingtonResiMtg EARN15.2 16 6.31 +0.22 .08 2.25 0.68 FinanceofAm FOA ... dd .97 +0.06 ... 16.52 12.75 GoldmanSachsBDC GSBD12.0 11 15.03 +0.09 .45
41.58 35.45 ChunghwaTel CHT 3.1 24 37.51 –0.521.4779 121.32 90.14 DTE Energy DTE 3.7 18 109.90 +1.29 1.02 19.82 12.44 ElmeComms ELME 5.0 dd 14.49 +0.84 .18 6.05 3.55 FinVolution FINV 4.1 4 4.74 +0.15 .215 386.20 289.36 GoldmanSachs GS 2.9 18 380.51 +29.68 2.75
100.52 78.63 Church&Dwight CHD 1.2 52 91.50 –1.44.2725 58.30 45.11 DT Midstream DTM 5.2 15 53.03 –3.11 .69 13.50 8.63 EmbotellAndinaA AKO.A 6.6 11 11.94 +0.02.1442 65.54 49.55 FirstAmerFin FAF 3.3 28 64.37 +2.47 .53 35.55 22.92 Gorman-Rupp GRC 2.1 32 34.20 +0.29 .18
10.80 9.92 ChurchillVII A CVII ... cc 10.49 –0.01 ... 3.20 0.40 D-WaveQuantum QBTS ... dd .98 –0.07 ... 17.66 11.49 EmbotellAndinaB AKO.B 5.7 13 15.21 +1.21.1586 17.15 10.18 FirstBanCorp FBP 3.4 10 16.51 +0.46 .14 87.94 65.23 Graco GGG 1.2 28 85.10 +2.47 .255
54.25 39.94 Ciena CIEN ... 25 43.49 –0.86 ... 30.27 18.61 DXC Tech DXC ... dd 24.72 +0.96 ... 20.13 10.08 Embraer ERJ ... dd 19.22 +0.56 ... 16.53 11.16 FirstCmwlthFin FCF 3.3 10 15.22 +0.63 .125 6.74 2.20 GrafTechIntl EAF 1.7 49 2.40 –0.22 .01
336.00 240.50 Cigna CI 1.7 16 290.50 +31.70 1.23 19.75 11.10 Dana DAN 2.8 dd 14.40 +0.73 .10 5.94 3.26 EmeraldHldg EEX ... dd 5.50 +0.39 ... 16.70 3.69 FirstFoundation FFWM .5 dd 8.85 +1.79 .01 19.69 9.01 Graham GHM ... 64 17.60 –0.37 ...
19.85 8.28 Cinemark CNK ... 27 15.29 +0.58 ... 247.58 182.09 Danaher DHR .4 29 227.23 +9.74 .27 5.60 2.20 Emeren SOL ... 49 2.63 +0.13 ... 24.90 8.99 FirstHorizon FHN 4.4 8 13.78 +0.15 .15 681.70 545.00 GrahamHoldings GHC 1.0 20 667.40 +15.75 1.65
53.23 38.17 Citigroup C 4.3 8 49.83 +0.94 .53 71.90 51.10 Danaos DAC 4.5 2 70.89 +2.75 .80 16.66 1.81 EmergentBiosol EBS ... dd 2.38 –0.11 ... 55.51 40.44 FirstIndRlty FR 2.4 26 53.41 +3.95 .32 830.85 534.01 Grainger GWW .9 23 823.54 +19.49 1.86
44.82 22.77 CitizensFin CFG 5.0 8 33.56 +3.95 .42 4.59 0.87 DanimerScientific DNMR ... dd 1.06 +0.05 ... 100.62 76.94 EmersonElec EMR 2.2 dd 95.65 +6.10 .525 9.07 4.38 FirstMajestic AG .3 dd 6.11 +0.40.0046 50.36 33.74 GraniteConstr GVA 1.0 84 49.54 +1.18 .13
4.00 1.64 Citizens CIA ... 9 2.93 –0.16 ... 55.60 21.48 DaqoNewEnergy DQ ... 3 23.73 +0.62 ... 10.15 5.39 EmpireStateRealty ESRT 1.5 30 9.60 +0.27 .035 43.31 32.18 FirstEnergy FE 4.4 41 36.98 –0.10 .41 7.07 3.97 GranitePointMtg GPMT13.7 dd 5.83 +0.20 .20
10.24 3.46 CityOfficeREIT CIO 6.4 dd 6.29 +0.81 .10 173.06 131.90 Darden DRI 3.1 20 162.49 +3.54 1.31 46.12 35.43 EmployersHldgs EIG 2.9 9 38.54 –0.67 .28 6.75 0.65 FiscalNote NOTE ... dd 1.05 –0.28 ... 9.62 4.82 GraniteRidge GRNT 7.1 4 6.17 +0.21 .11
36.88 17.87 Civeo CVEO 4.5 dd 22.02 –0.98 .25 71.60 38.97 DarlingIngred DAR ... 11 48.89 +1.30 ... 20.49 6.52 EmpresaDisCom EDN ... 5 19.95 +2.35 ... 136.49 97.25 Fiserv FI ... 28 133.01 +0.65 ... 27.56 20.07 GraphicPkg GPK 1.7 11 24.20 +0.90 .10
86.58 53.56 CivitasRscs CIVI 11.0 8 68.95 –0.10 1.09 116.97 70.80 DaVita DVA ... 17 105.69 –1.89 ... 42.11 31.03 Enbridge ENB 7.6 32 35.38 +0.46.6731 8.66 1.35 Fisker FSR ... dd 1.62 –0.02 ... 14.40 5.97 GrayTelevision GTN 3.7 12 8.76 +0.22 .08
11.99 6.07 Clarivate CLVT ... 38 8.50 +0.47 ... 720.97 361.62 DeckersOutdoor DECK ... 30 702.81 +7.43 ... 72.06 51.15 EncompassHealth EHC .9 19 65.51 +0.71 .15 3.74 1.88 FivePoint FPH ... 11 2.70 +0.20 ... 14.05 6.24 GrayTelevision A GTN.A 3.5 13 9.26 +0.45 .08
16.98 9.60 ClarosMtg CMTG 9.4 dd 14.54 +1.62 .25 450.00 345.55 Deere DE 1.5 11 386.07 +22.40 1.47 95.00 44.62 Endava DAVA ... 44 70.15 +0.61 ... 47.66 20.04 FiverrIntl FVRR ... dd 28.21 +1.55 ... 9.24 4.08 GreatAjax AJX 9.0 dd 4.90 –0.05 .11

–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
NYSE Cumulative Daily Breadth vs DJIA

59.30 23.08 GreenBrickPtrs GRBK ... 9 52.68 +1.73 ... 10.92 4.73 LendingClub LC ... 17 8.30 +1.40 ... 131.42 61.94 Medifast MED 9.7 6 68.27 –6.54 1.65
21.37 7.30 GreenDot GDOT ... 13 9.38 +0.19 ... 156.01 88.42 Lennar A LEN 1.0 11 149.28 +9.70 .375 92.02 68.84 Medtronic MDT 3.3 27 82.61 +3.26 .69
48.21 25.41 Greenbrier GBX 2.8 23 43.09 +3.75 .30 140.08 72.70 Lennar B LEN.B 1.1 10 135.27 +4.53 .375 119.65 99.14 Merck MRK 2.9 58 105.11 +1.36 .77
12.49 4.75 GreenfireResources GFR ... 51 5.45 –0.32 ... 451.31 232.00 LennoxIntl LII 1.0 29 441.51 +20.89 1.10 40.32 26.15 MercuryGeneral MCY 3.4 dd 37.43 –1.46.3175
6.78 3.37 GreenTree GHG ... ... 3.78 +0.06 ... Rising Tide: NYSE Composite breadth rose for a fifth week, as the 19.36 12.42 LeviStrauss LEVI 3.1 23 15.40 +0.37 .12 23.98 13.00 MeridianLink MLNK ... dd 23.60 +1.85 ...
84.87 62.07 Greif B GEF.B 4.8 8 64.41 +0.01 .77 6.58 0.50 Li-Cycle LICY ... dd .70 –0.07 ... 178.82 88.29 MeritageHomes MTH .6 8 173.03 +15.47 .27
76.00 57.38 Greif A GEF 3.2 11 64.92 +0.56 .52 S&P 500 extended its winning streak to seven weeks, climbing 2.5%. 21.25 11.18 LibertyEnergy LBRT 1.5 5 18.39 +0.53 .07 29.50 12.58 MesaRoyalty MTR 14.2 7 13.69 –2.03.0674
19.11 14.56 GreystoneHousing GHI 8.7 9 16.95 +0.46 .37 22.41 11.10 LifeTime LTH ... 44 14.48 +0.24 ... 29.00 17.13 MesabiTrust MSB 3.5 23 19.91 +1.78 .35
57.60 25.97 Griffon GFF 1.1 40 56.59 +5.18 .15 19.92 6.90 LifezoneMetals LZM ... cc 8.94 –0.30 ... 1.70 0.80 MetaData AIU ... ... 1.00 +0.01 ...
8.74 4.49 Grindr GRND ... dd 8.15 +0.35 ... Breadth DJIA 1.88 0.97 LightInTheBox LITB ... dd 1.08 –0.01 ... 13.10 8.49 MetalsAcqn MTAL ... dd 10.87 +0.97 ...
297.68 159.87 Group1Auto GPI .6 7 295.55 +12.55 .45 20.12 12.23 Lightspeed LSPD ... dd 17.93 +0.89 ... 51.38 20.46 MethodeElec MEI 2.5 dd 22.28 +0.76 .14
4.40 0.91 GroveCollab GROV ... dd 1.83 +0.01 ...
598,000 37,450 629.97 309.20 EliLilly LLY .9 cc 572.04 –26.01 1.30 73.92 48.95 MetLife MET 3.1 24 66.36 +2.27 .52
200.85 107.25 GpoAeroportuar PAC 4.3 18 177.89 +29.881.943 Breadth 595,269 36.50 18.50 LincolnNational LNC 6.5 12 27.82 +3.49 .45 61.04 13.98 MetropolitanBk MCB ... 11 52.67 +6.71 ...
314.48 165.00 GpoAeroportSur ASR 1.7 16 294.88 +62.985.727 593,400 36,300 170.00 106.46 Lindsay LNN 1.0 20 133.74 +13.19 .35 1615.97 928.50 Mettler-Toledo MTD ... 30 1190.61 +100.09 ...
2.68 2.02 GpoAvalAcc AVAL 7.4 36 2.23 +0.09.0184 2.85 1.50 LionElectric LEV ... dd 1.88 +0.15 ... 176.36 115.56 MidAmApt MAA 4.2 27 134.52 +7.39 1.47
4.14 1.73 GpoSupervielle SUPV ... 6 3.70 –0.14 ... 588,800 35,150 12.09 5.46 LionsGate A LGF.A ... dd 10.71 +0.53 ... 42.02 26.03 MillerIndustries MLR 1.7 9 41.15 +0.73 .18
6.57 2.10 GrupoTelevisa TV 2.4 dd 3.32 +0.10.0985 11.33 5.19 LionsGate B LGF.B ... dd 10.04 +0.40 ... 73.57 48.61 MineralsTechs MTX .6 33 65.66 +1.82 .10
35.99 22.12 GuarantyBcshrs GNTY 2.7 12 33.47 +3.23 .23 329.00 185.00 LithiaMotors LAD .6 8 308.41 +37.94 .50 10.18 5.59 MirionTech MIR ... dd 10.12 +0.73 ...
24.84 17.21 Guess GES 5.2 9 23.29 +1.22 .30 584,200 34,000 9.80 5.07 LithiumAmArg LAAC ... dd 6.12 +0.37 ... 10.79 4.80 MisterCarWash MCW ... 31 8.12 +0.32 ...
102.41 59.28 Guidewire GWRE ... dd 100.02 +2.13 ... 12.38 5.80 LithiumAmericas LAC ... dd 6.73 +0.10 ... 8.31 4.83 MistrasGroup MG ... dd 6.98 +0.39 ...
13.75 9.45 GuildHldgs GHLD .0 22 13.62 +0.75 .50 579,600 32,850 101.74 64.25 LiveNationEnt LYV ... 64 93.00 +7.81 ... 9.04 5.40 MitsubishiUFJ MUFG 2.4 8 8.42 –0.36.1394
140.83 60.15 GulfportEnergy GPOR ... 1 129.89 –4.96 ... 46.12 17.31 LiveOakBcshs LOB .3 34 44.44 +7.44 .03 9.17 4.75 MiX Telematics MIXT 2.4 24 7.48 +0.93.0609
29.18 12.76 Livent LTHM ... 10 17.30 +1.78 ... 3.70 2.43 MizuhoFin MFG 2.8 9 3.37 –0.12.0678
H 575,000 31,700 36.76 20.26 LiveRamp RAMP ... dd 35.05 +0.75 ... 33.91 0.83 Moatable MTBL .0 ... .94 +0.0331.5585
J F M A M J J A S O N D 12.50 4.20 LiveWire LVWR ... dd 10.92 –0.02 ... 43.18 20.90 ModelN MODN ... dd 25.03 +2.23 ...
304.86 215.96 HCA Healthcare HCA .9 13 270.39 +12.86 .60
In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is 2.63 1.88 LloydsBanking LYG 5.2 ... 2.35 +0.04.046 57.07 19.11 ModineMfg MOD ... 15 56.74 +3.38 ...
90.81 32.42 HCI Group HCI 1.9 20 85.67 –2.73 .40 added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we 3.57 1.14 loanDepot LDI ... dd 2.80 +0.65 ... 19.12 10.01 ModivIndl MDV 7.7 dd 14.98 –0.27.0958
71.76 55.95 HDFC Bank HDB .9 20 66.08 +1.54.6968 plot. Dec. 31, 1985 =1000. 26.91 1.17 LocalBounti LOCL ... dd 2.44 –0.64 ... 58.67 33.87 Moelis MC 4.1 cc 58.20 +4.61 .60
62.20 37.12 HF Sinclair DINO 3.2 5 55.97 +3.30 .45
508.10 393.77 LockheedMartin LMT 2.9 16 441.81 –6.21 3.15 130.63 76.02 MohawkInds MHK ... dd 105.43 +13.13 ...
11.30 10.07 HH&L Acqn HHLA ... dd 10.69 +0.01 ...
70.88 52.85 Loews L .4 12 68.00 –0.84.0625 384.72 256.19 MolinaHealthcare MOH ... 23 362.98 –4.74 ...
41.59 24.61 HNI HNI 3.1 44 41.00 +0.66 .32
–52-Week– Tick Div –52-Week– Tick Div 7.95 5.64 LomaNegra LOMA18.5 7 6.65 –0.05.4648 97.70 55.16 MolsonCoorsA TAP.A 2.5 56 64.78 +0.78 .41
33.90 25.22 HP HPQ 3.6 9 30.78 +1.32.2756 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 79.56 49.47 LouisianaPacific LPX 1.4 44 67.24 +3.44 .24 70.90 48.49 MolsonCoorsB TAP 2.7 53 61.80 –0.51 .41
42.47 29.63 HSBC HSBC 6.8 6 38.85 –0.36 .50 35.18 21.64 IDT IDT ... 23 32.84 +1.96 ...
K 237.21 181.85 Lowe's LOW 2.0 17 225.59 +17.76 1.10 51.53 7.50 MoneyLion ML ... dd 50.69 +5.69 ...
6.50 2.15 HUYA HUYA ... dd 3.55 +0.11 ... 10.13 4.14 IHS Holding IHS ... dd 4.18 –0.11 ... 13.28 3.18 LufaxHolding LU 8.7 61 3.55 +0.08 .156 55.00 21.96 MontroseEnvl MEG ... dd 32.25 +0.46 ...
95.26 72.26 Haemonetics HAE ... 36 89.18 +4.34 ... 15.08 11.00 ING Groep ING 5.1 ... 14.91 +0.32.3809 48.28 35.20 KB Financial KB 4.5 5 40.08 +0.78.3905 6.09 0.78 LumenTech LUMN ... dd 1.81 +0.32 ... 396.91 272.70 Moody's MCO .8 47 389.06 +14.45 .77
10.42 7.52 Hagerty HGTY ... dd 8.06 –0.43 ... 3.53 0.97 INNOVATE VATE ... dd 1.17 ... ... 62.97 30.70 KB Home KBH 1.3 8 60.64 +3.99 .20 2.39 1.53 LumentFinance LFT 12.7 10 2.20 +0.04 .07 144.42 81.40 Moog A MOG.A .8 26 139.30 +0.70 .27
9.05 7.49 Haleon HLN 1.3 28 7.99 –0.20.046 20.56 12.48 Invesco IVZ 4.6 13 17.54 +2.33 .20 65.87 47.70 KBR KBR 1.0 dd 53.30 +1.06 .135 17.83 7.91 Luxfer LXFR 5.6 43 9.32 +0.33 .13 100.99 69.42 MorganStanley MS 3.7 16 91.58 +9.30 .85
43.85 27.84 Halliburton HAL 1.8 12 35.82 +0.89 .16 241.86 167.42 IQVIA IQV ... 38 226.72 +11.44 ... 21.08 13.49 KE Holdings BEKE .0 24 15.69 +0.59 .171 102.05 79.20 LyondellBasell LYB 5.3 14 95.02 +2.44 1.25 57.46 31.44 Mosaic MOS 2.2 9 36.62 +0.94 .20
16.79 9.21 HamiltonBeach HBB 2.7 18 16.53 +0.98 .11 9.35 5.03 IRSA IRS 8.9 2 8.87 +0.06.7874 329.83 251.00 MotorolaSol MSI 1.3 31 310.50 –14.02 .98
84.18 45.03 KKR KKR .8 28 83.81 +6.86 .165 M
16.35 13.98 HamiltonIns HG ... dd 14.45 –0.84 ... 117.01 75.82 ITT ITT 1.0 22 115.77 +2.04 .29 37.28 23.94 Movado MOV 4.6 12 30.36 +2.36 .35
16.44 9.94 KKR RealEstFin KREF12.8 dd 13.49 +0.91 .43
8.80 3.54 Hanesbrands HBI ... dd 4.09 +0.23 ... 3.34 1.82 IamGold IAG ... dd 2.44 +0.18 ... 45.97 29.08 MuellerIndustries MLI 1.3 8 44.66 +2.06 .15
2.56 0.12 KoreGroup KORE ... dd .52 –0.03 ... 161.99 108.53 M&T Bank MTB 3.6 8 142.76 +10.11 1.30
39.67 13.22 HannonArmstrong HASI 5.4 80 29.01 +3.50 .395 240.15 183.77 IDEX IEX 1.2 26 211.35 +6.51 .64 16.62 10.55 MuellerWater MWA 1.8 26 13.95 +0.24.064
14.93 11.04 KT KT 4.4 8 14.01 +0.88.7482 14.37 6.07 MBIA MBI .0 dd 13.78 +0.368.00
148.78 103.83 HanoverIns THG 2.8 dd 122.60 –4.26 .85 4.26 1.91 iHuman IH ... 6 2.76 +0.05 ... 2.29 0.61 MultiPlan MPLN ... dd 1.55 +0.26 ...
282.77 171.02 Kadant KAI .4 28 278.27 +10.31 .29 55.06 30.60 MDC Holdings MDC 4.1 11 53.17 +3.90 .55
51.77 25.43 HarleyDavidson HOG 1.9 7 35.47 +3.37 .165 264.19 214.66 IllinoisToolWks ITW 2.2 25 258.34 +8.73 1.40 48.47 32.80 MurphyOil MUR 2.6 9 42.32 +0.98 .275
26.51 18.06 Kaman KAMN 3.4 dd 23.80 +1.11 .20 22.55 18.04 MDU Rscs MDU 2.6 11 19.59 +0.28.2225
6.36 2.93 HarmonyGold HMY ... 14 6.04 +0.12 ... 382.04 231.65 MurphyUSA MUSA .5 15 356.51 +2.45 .41
21.82 13.50 Imax IMAX ... 35 15.96 –0.35 ... 68.55 47.63 Kellanova K 4.2 21 53.77 +0.07 .60 12.38 8.41 MFA Financial MFA 12.0 dd 11.65 +0.68 .35
80.75 64.25 HartfordFinl HIG 2.4 11 79.84 +1.56 .47 26.49 15.65 MyersIndustries MYE 2.8 14 19.34 +1.29 .135
5.25 2.21 IndependenceContr ICD ... dd 2.40 +0.02 ... 68.15 38.32 Kemper KMPR 2.6 dd 47.68 +0.53 .31 19.27 12.16 MGIC Investment MTG 2.4 8 18.96 +0.88 .115
38.85 25.05 HavertyFurn HVT 3.4 9 35.12 +2.50 1.00
19.68 11.61 IndepRealty IRT 4.1 62 15.65 +1.03 .16 30.60 22.08 Kennametal KMT 3.1 17 25.84 +1.28 .20 51.35 32.43 MGM Resorts MGM ... 15 43.10 +1.68 ...
40.00 26.10 HavertyFurn A HVT.A 2.8 10 40.00 +8.33 .95 N
11.25 10.36 InFinTAcqnA IFIN ... 68 11.19 –0.03 ... 18.90 10.68 Kennedy-Wilson KW 7.6 dd 12.69 +0.84 .24 126.26 44.86 M/I Homes MHO ... 7 123.84 +9.11 ...
43.71 9.06 HawaiianElec HE 10.1 8 14.21 +0.99 .36
30.13 13.29 Informatica INFA ... dd 28.98 +1.65 ... 34.40 17.64 KenonHoldings KEN 12.3 dd 22.61 –1.08 2.79 29.92 10.38 MinisoGroup MNSO 2.0 22 19.14 –0.41 .412 40.28 29.37 NACCO Inds NC 2.5 14 34.48 +0.17.2175
10.35 10.16 HaymakerAcqnCorp.4 HYAC ... ... 10.27 –0.01 ...
19.59 14.71 Infosys INFY 1.3 26 18.67 +0.78.1827 10.97 10.20 KensingtonCapAcqnV KCGI.UT ... ... 10.70 –0.07 ... 3.44 1.41 MOGU MOGU ... dd 2.02 +0.07 ... 15.44 9.26 N-able NABL ... cc 12.48 +0.29 ...
15.22 8.82 Hayward HAYW ... 45 13.32 +0.57 ...
75.63 50.75 IngersollRand IR .1 40 74.84 +1.53 .02 10.90 10.16 KensingtonCapV A KCGI ... 35 10.70 +0.07 ... 36.80 31.52 MPLX MPLX 9.4 10 36.01 –0.07 .85 26.00 18.00 NCR Atleos NATL ... ... 22.82 +0.94 ...
22.36 13.86 HealthcareRealty HR 7.2 dd 17.16 +1.28 .31
90.81 36.66 Ingevity NGVT ... 13 45.78 +4.04 ... 27.80 17.82 Kenvue KVUE 3.8 25 20.99 +0.38 .20 36.67 14.47 MP Materials MP ... 33 18.13 +1.39 ... 19.01 11.99 NCR Voyix VYX ... dd 15.50 +0.13 ...
28.43 15.24 HealthpeakProp PEAK 6.1 46 19.55 +0.80 .30
113.46 89.54 Ingredion INGR 2.9 11 106.46 +0.34 .78 20.30 8.54 KeyCorp KEY 5.7 12 14.32 +1.06 .205 13.90 8.15 MRC Global MRC ... 11 10.65 +0.24 ... 17.62 8.25 NetPower NPWR ... dd 9.87 +0.22 ...
7.00 3.55 HeclaMining HL .3 dd 4.95 +0.26.0025
115.55 63.36 InnovativeIndProp IIPR 7.3 17 98.30 +10.42 1.80 189.32 118.57 KeysightTech KEYS ... 27 158.53 +14.20 ... 185.57 122.57 MSA Safety MSA 1.1 cc 165.29 –5.66 .47 5.06 1.02 NGL Energy NGL ... dd 4.98 +0.63 ...
186.71 147.69 Heico HEI .1 63 181.85 +2.94 .10
2.73 0.75 Innovid CTV ... dd 1.46 –0.13 ... 43.48 25.99 KilroyRealty KRC 5.3 22 40.99 +2.40 .54 572.50 450.00 MSCI MSCI 1.0 44 531.58 +24.90 1.38 16.18 7.00 NIO NIO ... dd 7.98 +0.60 ...
150.42 114.81 Heico A HEI.A .1 50 143.55 –0.28 .10
131.09 93.56 Insperity NSP 2.0 23 114.73 –2.52 .57 147.87 116.32 KimberlyClark KMB 4.0 23 119.44 –0.50 1.18 105.77 76.75 MSC Industrial MSM 3.3 17 101.08 +2.65 .83 7.64 4.46 NL Industries NL 5.4 dd 5.15 –0.11 .07
72.61 37.50 HeliosTech HLIO .8 29 45.74 +5.93 .09 23.27 16.34 KimcoRealty KIM 4.3 32 22.33 +2.09 .23
330.00 123.27 InspireMedical INSP ... dd 188.00 +22.91 ... 16.41 8.38 MV Oil MVO12.4 7 11.75 –0.33 .38 48.21 34.38 NNN REIT NNN 5.4 20 42.12 +1.37 .565
11.88 5.94 HelixEnergy HLX ... 76 9.97 +0.49 ... 19.10 15.89 KinderMorgan KMI 6.5 16 17.49 –0.21.2825
185.67 84.02 InstalledBldg IBP .7 21 180.84 +17.13 .33 12.54 2.05 Mytheresa MYTE ... dd 3.55 +0.01 ... 24.83 14.05 NOV NOV 1.0 16 19.83 +0.91 .05
51.25 30.41 Helm&Payne HP 2.7 9 37.19 +1.25 .17 37.17 26.32 Kinetik KNTK 9.2 24 32.77 –1.93 .75
38.65 24.42 InsteelInds IIIN .3 23 38.58 +4.21 2.50 16.54 8.77 Macerich MAC 4.3 dd 16.00 +2.61 .17 14.86 8.83 NOW DNOW ... 9 11.04 +0.19 ...
21.33 11.14 Herbalife HLF ... 8 14.78 +0.78 ... 10.60 6.25 KingswayFin KFS ... 7 8.38 +0.30 ...
31.47 22.86 Instructure INST ... dd 26.85 –0.30 ... 19.20 14.96 MachNaturalRscs MNR ... ... 14.96 –2.04 ... 49.17 30.25 NRG Energy NRG 3.1 dd 48.76 +0.95.3775
162.47 93.97 HercHoldings HRI 1.7 12 145.73 +21.36.6325 6.25 3.40 KinrossGold KGC 2.0 31 6.03 +0.28 .03
98.34 61.85 IntegerHoldings ITGR ... 40 97.58 +8.04 ... 25.12 10.54 Macy's M 3.4 8 19.71 +2.32.1654 6997.07 4519.05 NVR NVR ... 14 6880.73 +344.84 ...
18.05 10.94 HerculesCapital HTGC10.1 8 15.83 +0.37 .08 457.73 250.90 KinsaleCapital KNSL .2 29 337.03 +6.30 .14
12.03 10.14 IntegratedRailA IRRX ... cc 10.91 ... ... 40.81 27.55 MSG Ent MSGE ... dd 31.16 –1.04 ... 11.59 8.55 NaborsEnerA NETC ... cc 10.73 +0.69 ...
9.79 1.65 HeritageInsurance HRTG ... 6 6.51 –1.65 ... 87.52 60.14 Kirby KEX ... 23 77.33 +4.18 ...
276.88 181.47 Hershey HSY 2.6 20 181.71 –4.031.192 12.42 10.26 IntegratedWellA WEL ... 74 11.20 +0.01 ... 215.79 158.55 MSG Sports MSGS ... 94 173.18 +2.36 ... 190.90 75.64 NaborsIndustries NBR ... dd 85.31 +5.76 ...
125.02 94.16 ICE ICE 1.4 29 123.10 +9.76 .42 24.26 18.77 KiteRealty KRG 4.2 cc 22.97 +0.97 .25 68.92 46.71 MagnaIntl MGA 3.2 16 56.66 +1.74 .46 44.50 26.48 NatlBankHoldings NBHC 2.9 11 37.43 +1.36 .27
167.75 113.82 Hess HES 1.2 28 144.61 +10.11.4375 39.47 24.35 Klaviyo KVYO ... ... 28.63 –1.25 ...
33.32 25.63 HessMidstream HESM 7.9 15 31.12 +0.12.6175 91.32 57.49 InterContinentl IHG 1.6 25 90.33 +3.07 .483 11.68 6.46 Magnachip MX ... dd 7.07 +0.27 ... 65.63 48.60 NationalFuelGas NFG 3.9 10 50.60 –0.12 .495
26.02 17.94 IntercorpFinSvcs IFS 5.8 8 20.50 +1.42 1.18 65.71 33.67 KnifeRiver KNF ... 14 64.32 +1.79 ... 24.34 18.72 MagnoliaOil MGY 2.1 8 21.51 +0.58 .115 74.48 56.41 NationalGrid NGG 5.2 5 67.82 +0.351.1899
18.14 13.66 HewlettPackard HPE 3.1 11 16.72 +0.50 .13 64.35 45.73 Knight-Swift KNX 1.0 25 57.80 +2.11 .14
166.34 120.55 IBM IBM 4.1 22 162.23 +0.27 1.66 11.23 10.03 MagnumOpusA OPA ... 17 10.79 +0.05 ... 60.17 47.54 NatlHealthInv NHI 6.4 23 56.21 +1.20 .90
79.08 55.59 Hexcel HXL .7 39 72.55 +1.19 .125 10.69 4.28 KnotOffshore KNOP 1.8 dd 5.79 +0.21 .026
118.34 62.11 IntlFlavors IFF 4.1 cc 79.62 +2.80 .81 43.24 35.41 MainStreetCap MAIN 6.7 9 42.80 +0.67 .24 82.59 66.18 NatlPrestoInds NPK 1.2 24 80.17 +1.323.00
31.88 17.06 HighwoodsProp HIW 8.4 18 23.78 +2.26 .50 20.25 12.78 Knowles KN ... dd 17.87 +1.83 ...
33.99 21.38 IntlGameTech IGT 2.9 57 27.42 +0.42 .20 27.34 17.02 ManchesterUnited MANU ... dd 19.60 +0.09 ... 44.79 27.86 NatlStorage NSA 5.6 37 40.04 +3.19 .56
53.76 37.19 Hillenbrand HI 2.0 25 44.42 +3.60.2225 19.79 15.05 KodiakGasSvcs KGS 8.2 42 18.56 +0.21 .38
41.89 29.01 IntlPaper IP 4.9 17 37.43 +0.59.4625 20.20 9.00 Manitowoc MTW ... dd 16.14 +0.62 ... 7.68 3.61 Natura&Co NTCO ... dd 6.39 –0.50 ...
34.87 26.78 Hilltop HTH 1.9 21 34.11 +2.05 .16 35.77 17.68 Kohl's KSS 7.1 dd 28.25 +3.60 .50
53.25 33.04 IntlSeaways INSW 1.1 3 44.63 +0.15 1.13 92.43 67.35 Manpower MAN 3.7 18 79.23 +3.03 1.47 16.25 9.41 NaturalGasSvcs NGS ... 70 12.89 –0.80 ...
51.81 33.14 HiltonGrandVac HGV ... 15 42.00 +2.26 ... 23.30 12.40 Philips PHG .0 dd 21.86 +1.69.9387
40.95 27.20 Interpublic IPG 3.8 14 32.85 +1.63 .31 21.43 17.07 ManulifeFinl MFC 4.2 11 21.12 +1.18.2694 17.49 8.00 NaturalGrocers NGVC 2.5 16 16.31 –0.33 1.00
179.78 123.74 Hilton HLT .3 36 177.23 +5.90 .15 59.62 37.10 KontoorBrands KTB 3.4 16 58.77 +4.59 .50
34.51 17.23 IntrepidPotash IPI ... 55 23.33 +3.88 ... 29.85 20.57 MarathonOil MRO 1.7 9 24.32 +0.23 .11 82.48 43.41 NaturalResPtrs NRP 3.6 7 82.29 +3.41 .75
6.64 4.30 HimalayaShipping HSHP ... dd 6.49 +0.42 ... 46.20 27.94 Koppers KOP .5 11 45.81 +1.73 .06
27.25 20.76 InvenTrust IVT 3.3 cc 26.22 +1.01.2155 159.65 104.32 MarathonPetrol MPC 2.2 6 148.38 +5.36 .825 8.71 4.76 Natuzzi NTZ ... dd 6.15 –0.26 ...
12.34 5.65 Hims&HersHealth HIMS ... dd 8.45 –0.19 ... 8.85 5.93 KoreaElecPwr KEP ... dd 7.27 –0.07 ...
15.56 6.34 InvescoMtg IVR 17.6 dd 9.09 +0.72 .40 41.82 26.81 Marcus&Millichap MMI 1.2 dd 40.50 +3.48 .25 7.80 4.30 NatWest NWG ... 5 5.67 +0.06 ...
20.39 6.65 Hippo HIPO ... dd 8.27 –0.30 ... 59.91 44.45 KornFerry KFY 2.3 29 57.82 +3.10 .33
2.94 0.36 Invitae NVTA ... dd .62 +0.05 ... 18.05 13.62 Marcus MCS 1.9 cc 14.60 +0.53 .07 15.22 11.09 Navigator NVGS 1.4 15 14.47 +0.33 .05
13.52 8.50 HireRight HRT ... cc 13.18 +0.08 ... 8.55 5.28 KosmosEnergy KOS ... 44 6.54 +0.20 ...
36.53 28.49 InvitatHomes INVH 3.3 63 34.21 +1.13 .28 14.45 0.25 MariaDB MRDB ... dd .34 +0.04 ... 101.60 81.67 Nelnet NNI 1.3 26 87.87 +2.21 .28
8.06 1.88 Holley HLLY ... cc 4.62 +0.38 ... 50.36 42.10 Kroger KR 2.6 17 44.11 –0.47 .29
21.60 3.04 IonQ IONQ ... dd 14.93 +1.24 ... 17.81 9.18 MarineProducts MPX 5.2 8 10.79 +0.03 .14 5.37 1.86 NerdyA NRDY ... dd 3.03 +0.17 ...
25.57 19.61 HomeBancShares HOMB 2.9 12 24.99 +1.38 .18 12.01 6.16 KronosWorldwide KRO 7.9 dd 9.62 +1.03 .19
68.87 48.92 IronMountain IRM 3.8 72 67.92 +2.47 .65 42.88 25.60 MarineMax HZO ... 8 37.06 +3.65 ... 50.00 9.50 NetLeaseOffice NLOP 1.9 ... 17.81 –1.69 .34
354.38 274.26 HomeDepot HD 2.4 23 354.00 +27.53 2.09 1.40 0.33 KukeMusic KUKE ... ... 1.03 –0.02 ...
6.75 4.24 ItauUnibanco ITUB ... 10 6.58 +0.07 ... 1560.00 1186.56 Markel MKL ... 10 1394.90 +20.90 ... 20.64 13.49 Netstreit NTST 4.8 cc 17.18 +0.56 .205
36.82 22.35 HondaMotor HMC 2.8 7 29.44 –1.04.5905 19.15 10.49 Kyndryl KD ... dd 18.37 –0.04 ... 2.30 0.62 Markforged MKFG ... dd .70 –0.03 ... 41.76 13.98 Nevro NVRO ... dd 21.62 +1.67 ...
38.57 27.81 HoraceMann HMN 4.1 dd 32.51 –0.70 .33 J L 165.85 72.78 MarriottVacations VAC 3.5 12 87.79 +6.91 .76 55.84 38.92 NewJerseyRscs NJR 3.8 16 43.67 –0.47 .42
47.03 30.12 HormelFoods HRL 3.6 22 31.08 –0.30.2825
202.81 151.86 Marsh&McLen MMC 1.5 27 187.12 –8.55 .71 83.73 30.75 NewOrientalEduc EDU ... 44 72.02 –8.37 ...
154.64 86.67 DR Horton DHI .8 11 150.11 +11.65 .30 20.91 12.63 JBG SMITH Prop JBGS 5.0 dd 17.98 +2.52 .225 137.07 89.89 LCI Inds LCII 3.3 65 125.51 +9.39 1.05 499.31 317.94 MartinMarietta MLM .6 28 489.94 +20.55 .74 14.22 5.81 NY CmntyBcp NYCB 6.2 3 10.96 +1.22 .17
123.51 83.92 HoulihanLokey HLI 1.8 31 122.06 +8.13 .55 19.23 9.00 JELD-WEN JELD ... 12 18.48 +1.43 ... 6.69 4.23 LG Display LPL .0 dd 4.87 +0.11 .231 69.66 45.74 Masco MAS 1.7 19 68.64 +4.64 .285 48.88 31.46 NYTimes A NYT 1.0 39 45.60 –1.08 .11
162.50 41.28 Hovnanian HOV ... 5 149.05 +10.04 ... 32.26 18.85 J.Jill JILL ... 11 25.47 +0.15 ... 6.84 2.60 LL Flooring LL ... dd 3.62 +0.25 ... 109.58 75.55 MasoniteIntl DOOR ... 14 102.00 +9.42 ... 578.33 297.62 NewMarket NEU 1.6 14 560.57 +11.39 2.25
89.58 65.42 HowardHughes HHH ... dd 82.77 +7.48 ... 165.28 123.11 JPMorganChase JPM 2.5 10 165.23 +6.71 1.05 14.71 7.72 LSB Inds LXU ... 7 9.20 +0.15 ... 123.33 44.65 MasTec MTZ ... dd 72.89 +6.46 ... 55.41 33.59 Newmont NEM 3.9 dd 40.87 +1.79 .40
54.53 37.25 HowmetAerospace HWM .4 35 52.80 –0.46 .05 141.38 64.74 Jabil JBL .2 23 132.91 +13.91 .08 38.94 30.50 LTC Properties LTC 6.8 17 33.38 +0.27 .19 15.70 7.08 MasterBrand MBC ... 12 14.67 +0.22 ... 7.63 3.40 NewparkResources NR ... 27 7.04 +0.13 ...
340.06 219.77 Hubbell HUBB 1.5 25 325.43 +17.26 1.22 51.92 26.70 JacksonFinl JXN 4.9 2 50.35 +1.94 .62 219.31 160.25 L3HarrisTech LHX 2.2 27 208.37 +12.56 1.14 426.37 336.43 Mastercard MA .6 36 418.57 +6.41 .66 7.70 4.14 NexaResources NEXA .0 dd 6.32 +0.41.1888
581.40 267.99 HubSpot HUBS ... dd 557.72 +55.68 ... 141.16 109.00 JacobsSolns J .8 24 126.79 –0.50 .26 11.92 7.75 LXP Industrial LXP 5.4 56 9.63 +0.44 .13 69.41 42.04 MatadorRscs MTDR 1.4 8 56.20 +2.08 .20 7.04 3.49 NexGenEnergy NXE ... dd 6.80 –0.07 ...
6.34 3.94 HudbayMinerals HBM ... cc 5.41 +0.40 ... 35.72 17.25 JamesHardie JHX ... 31 34.66 +1.80 ... 37.02 22.65 La-Z-Boy LZB 2.2 13 36.10 +0.37 .20 124.94 82.75 Materion MTRN .4 24 123.19 +8.26 .13 19.95 12.53 NexPointRealEst NREF13.2 dd 15.11 –0.92 .185
12.23 4.05 HudsonPacProp HPP .0 dd 8.62 +1.01 .125 31.30 22.18 JanusHenderson JHG 5.3 15 29.58 +2.22 .39 223.80 179.58 LabCorp.ofAmerica LH 1.3 29 219.50 +2.90 .72 28.99 11.60 Mativ MATV 2.9 dd 13.89 +1.53 .10 52.83 26.21 NexPointResidentl NXRT 5.2 32 35.43 +3.12.4624
541.21 423.29 Humana HUM .8 19 461.46 –20.16 .885 12.45 8.66 JanusIntl JBI ... 13 11.88 +1.01 ... 11.92 8.76 LadderCapital LADR 8.1 10 11.39 +0.17 .23 104.45 56.51 Matson MATX 1.3 12 101.65 +2.69 .32 3.42 1.32 Nextdoor KIND ... dd 1.94 +0.26 ...
258.56 188.51 HuntingIngalls HII 2.1 19 253.55 +6.66 1.30 40.68 28.34 JefferiesFinl JEF 3.1 28 38.59 +1.70 .30 117.38 81.26 LambWeston LW 1.4 15 104.33 +3.37 .36 15.95 8.66 MauiLand MLP ... dd 15.00 +0.04 ... 86.47 47.15 NextEraEnergy NEE 3.0 16 61.50 +1.80.4675
33.46 22.14 Huntsman HUN 3.8 56 25.23 +0.26.2375 2.16 0.74 JianpuTech JT ... dd .86 –0.02 ... 89.69 70.86 Maximus MMS 1.5 31 81.47 –3.61 .30 85.20 51.76 NicoletBankshares NIC 1.3 21 79.66 +1.10 .25
10.00 2.91 Lanvin LANV ... dd 3.17 +0.12 ...
133.62 88.01 HyattHotels H .5 29 130.64 +8.00 .15 61.27 25.15 JinkoSolar JKS 4.3 4 34.07 +1.93 1.50 65.58 43.77 LasVegasSands LVS 1.7 54 47.87 +1.48 .20 16.66 9.55 MayvilleEngg MEC ... 36 13.83 +0.73 ... 131.31 88.66 Nike NKE 1.2 38 121.55 +5.64 .37
3.88 0.52 Hyliion HYLN ... dd .65 +0.03 ... 11.98 3.15 JobyAviation JOBY ... dd 6.87 +0.30 ... 43.44 25.82 Lazard LAZ 5.7 dd 34.92 +2.41 .50 94.97 59.12 McCormickVtg MKC.V 2.4 29 69.90 +3.37 .42 17.10 1.79 NineEnergy NINE ... dd 2.23 +0.03 ...
59.64 24.57 HysterYaleMatls HY 2.2 9 58.06 +7.36 .325 125.88 86.16 JohnBeanTech JBT .4 6 105.74 +0.80 .10 157.91 117.79 Lear LEA 2.2 14 137.37 +4.29 .77 94.39 59.13 McCormick MKC 2.5 28 66.88 –0.21 .42 28.95 22.86 NiSource NI 3.8 18 26.48 +0.18 .25
I 180.93 144.95 J&J JNJ 3.1 30 155.16 +0.74 1.19 11.54 10.08 LearnCWInvtA LCW ... 31 10.80 +0.06 ... 299.35 245.73 McDonald's MCD 2.3 25 287.27 +1.74 1.67 21.53 10.88 NoahHoldings NOAH 2.6 1 14.20 +1.40 .38
70.43 47.90 JohnsonControls JCI 2.8 19 52.44 –3.64 .37 38.55 22.50 Leggett&Platt LEG 7.0 17 26.35 +0.18 .46 10.00 5.01 McEwenMining MUX ... dd 7.73 +0.16 ... 55.34 33.41 Noble NE 3.6 14 43.91 +1.37 .40
25.04 19.34 ICICI Bank IBN .5 18 24.55 +0.43.1736 188.61 119.46 JonesLang JLL ... 39 183.60 +17.01 ... 111.39 76.58 Leidos LDOS 1.4 cc 107.55 –0.94 .38 476.35 331.75 McKesson MCK .6 17 439.47 –18.42 .62 5.04 2.94 Nokia NOK 2.8 5 3.26 +0.08.0336
8.35 4.65 ICL Group ICL 3.1 7 5.06 +0.06.0531 5.09 2.23 JumiaTech JMIA ... dd 3.47 –0.21 ... 9.84 0.85 Leju LEJU ... dd 1.82 +0.23 ... 17.01 5.08 MediaAlpha MAX ... dd 10.97 +0.08 ... 19.76 13.56 NomadFoods NOMD ... 13 16.30 –0.21 ...
112.96 88.10 IDACORP IDA 3.4 18 97.34 –2.32 .83 34.53 24.87 JuniperNetworks JNPR 3.0 26 29.31 +0.32 .22 24.81 10.27 Lemonade LMND ... dd 17.50 –0.32 ... 14.00 4.04 MedicalProp MPW11.9 dd 5.05 +0.36 .15 4.47 3.38 Nomura NMR 2.8 14 4.30 +0.11.0543

4.83 2.83 NordicAmTankers NAT 11.9 7 4.13 +0.26 .06 16.92 10.80 ParkAerospace PKE 3.3 29 14.98 –0.38 .125 14.64 9.27 RangerEnergySvcs RNGR 1.9 9 10.27 +0.15 .05 80.58 40.83 ShakeShack SHAK ... cc 72.33 +11.35 ... 11.60 7.46 Suzano SUZ 1.7 4 10.68 +0.38.3429
27.15 12.88 Nordstrom JWN 4.3 25 17.56 +1.21 .19 17.22 10.70 ParkHotels PK 3.7 dd 16.36 +1.18 .77 8.24 2.63 Ranpak PACK ... dd 5.05 +0.33 ... 52.90 25.84 SharkNinja SN .0 ... 49.17 +1.59 1.08 16.58 6.10 Sweetgreen SG ... dd 10.79 +0.48 ...
260.20 183.09 NorfolkSouthern NSC 2.3 25 232.27 +11.27 1.35 458.37 281.19 ParkerHannifin PH 1.3 25 453.60 +14.97 1.48 120.73 82.00 RaymondJames RJF 1.6 14 110.02 +2.97 .45 68.74 52.47 Shell SHEL 3.9 8 64.08 –0.06 .662 52.90 37.59 Sylvamo SLVM 2.6 7 46.87 –5.27 .30
26.30 12.48 NorthAmConstr NOA 1.4 12 20.48 +0.33.0735 64.63 40.61 Parsons PSN ... 49 61.94 –1.02 ... 9.84 2.66 RayonierAdvMatls RYAM ... dd 3.82 +0.36 ... 311.87 205.43 SherwinWilliams SHW .8 33 309.77 +19.95 .605 38.17 26.59 SynchronyFinl SYF 2.7 7 37.12 +1.83 .25
17.30 5.71 NoEuroOil NRT 36.6 3 6.17 –0.76 .21 374.04 146.15 PaycomSoftware PAYC .7 35 202.77 +16.20 .375 37.79 24.84 Rayonier RYN 3.4 62 33.24 +1.82 .285 76.51 42.91 Shift4Paymts FOUR ... 44 73.64 +6.24 ... 44.44 24.40 SynovusFinl SNV 3.8 9 39.63 +3.80 .38
43.64 25.56 NorthernOil&Gas NOG 4.4 5 36.65 –0.14 .40 18.78 6.75 Paymentus PAY ... cc 17.73 +0.83 ... 13.49 9.19 ReadyCapital RC 13.2 5 10.90 +0.40 .36 36.64 24.99 ShinhanFin SHG 5.0 5 29.35 +1.32.3938 82.38 62.24 Sysco SYY 2.7 21 73.54 –0.29 .50
547.80 414.56 NorthropGrum NOC 1.6 15 461.05 –15.20 1.87 24.25 9.25 Paysafe PSFE ... dd 11.23 +0.54 ... 68.85 45.04 RealtyIncome O 5.4 44 57.29 +3.43.2565 77.95 32.35 Shopify SHOP ... dd 76.82 +4.30 ... 5.58 1.04 System1 SST ... dd 1.83 –0.06 ...
52.39 35.72 NorthwestNat NWN 5.1 14 38.43 –0.20.4875 31.22 17.71 PeabodyEnergy BTU 1.3 3 23.70 +0.05 .075 4.58 1.67 Redwire RDW ... dd 2.76 –0.23 ... 81.23 33.80 Shutterstock SSTK 2.3 14 46.27 +1.23 .27
T
22.75 11.76 NorwegCruise NCLH ... dd 20.36 +1.68 ... 47.00 8.00 PeakstoneRealty PKST 4.6 dd 19.61 +2.05 .225 8.72 5.47 RedwoodTrust RWT 9.3 dd 7.62 +0.41 .16 12.44 4.00 Sibanye-Stillwater SBSW 5.8 5 5.23 +0.40.1102
5.97 1.85 NouveauMonde NMG ... dd 2.62 –0.44 ... 12.28 9.29 Pearson PSO 2.3 24 11.89 –0.19 .09 166.00 97.18 RegalRexnord RRX 1.0 dd 146.46 +22.70 .35 104.84 57.10 SignetJewelers SIG .9 13 102.09 +4.86 .23 13.49 5.09 TAL Education TAL ... dd 12.85 +1.71 ...
99.94 75.68 Novartis NVS 2.3 26 97.40 +1.103.4694 17.38 11.39 PebblebrookHotel PEB .3 dd 14.45 +1.03 .01 38.34 20.76 RegionalMgmt RM 4.8 9 25.09 +1.70 .30 55.41 38.11 SilganHoldings SLGN 1.6 17 44.22 +1.90 .18 45.18 32.52 TC Energy TRP 7.0 dd 38.85 +0.84.6764
105.69 64.90 NovoNordisk NVO .8 24 97.10 +0.46.8836 17.30 8.18 PediatrixMedical MD ... 8 9.03 –0.22 ... 24.33 13.72 RegionsFinl RF 4.9 8 19.53 +2.09 .24 43.95 19.13 SilverBowRscs SBOW ... 2 28.53 –2.02 ... 15.38 4.35 TDCX TDCX ... 8 4.38 –0.24 ...
8.87 3.39 NuHoldings NU ... cc 8.30 +0.08 ... 11.10 10.17 PegasusDigA PGSS ... cc 11.10 +0.05 ... 37.00 6.05 Regis RGS ... dd 7.10 –2.70 ... 11.32 9.95 SilverBoxIIIA SBXC ... 78 10.49 +0.17 ... 111.57 86.30 TD Synnex SNX 1.3 15 106.62 +6.05 .35
45.55 16.15 NuSkinEnts NUS 8.1 17 19.35 +1.61 .39 36.80 28.15 PembinaPipeline PBA 5.9 21 33.09 –0.36.4967 170.62 120.99 ReinsGrp RGA 2.1 11 160.19 –3.45 .85 7.95 4.58 Similarweb SMWB ... dd 5.02 +0.02 ... 146.60 111.94 TE Connectivity TEL 1.7 24 141.62 +8.30 .59
182.68 129.47 Nucor NUE 1.2 9 172.82 +10.73 .54 7.07 4.70 PennantPark PNNT12.9 dd 6.51 –0.02 .07 295.98 197.38 RelianceSteel RS 1.5 11 270.52 +5.88 1.00 146.59 100.17 SimonProperty SPG 5.3 22 144.35 +11.47 1.90 22.29 13.66 Tegna TGNA 3.0 5 15.16 –0.23.1138
11.32 1.81 NuScalePower SMR ... dd 3.54 +0.31 ... 93.50 54.00 PennyMacFin PFSI .9 22 89.52 +9.37 .20 227.16 174.22 RenaissanceRe RNR .8 6 196.11 –4.56 .38 196.79 87.07 SimpsonMfg SSD .6 23 192.32 +10.14 .27 21.82 15.47 Telus TU 6.1 44 17.91 –0.55.2676
19.32 14.37 NuSTAREnergy NS 9.0 34 17.81 –1.31 .40 15.57 10.52 PennyMacMtg PMT 10.5 14 15.17 +0.80 .40 38.42 22.99 Renasant RNST 2.6 12 33.24 +1.96 .22 11.47 5.72 SiriusPoint SPNT ... 8 11.21 +0.43 ... 24.52 6.03 TelusIntl TIXT ... 45 8.18 +0.66 ...
85.16 52.23 Nutrien NTR 3.9 13 54.89 +0.47 .53 180.84 105.97 PenskeAuto PAG 1.7 10 161.56 +11.30 .79 41.55 23.39 RentokilInit RTO 1.6 37 27.01 +0.52.1759 176.16 113.26 SiteOneLandscape SITE ... 43 166.73 +21.00 ... 45.81 28.47 Ternium TX 7.1 27 41.10 +1.98 1.10
2.55 0.95 NuvationBio NUVB ... dd 1.41 +0.08 ... 72.52 43.19 Pentair PNR 1.3 23 70.93 +3.52 .23 10.98 4.83 ReposiTrak TRAK .6 40 10.87 +0.92.0165 30.74 19.31 SitioRoyalties STR 8.8 23 22.40 +1.33 .49 138.16 98.32 TFI Intl TFII 1.2 20 118.75 +3.45 .35
59.47 36.70 nVentElectric NVT 1.3 21 58.83 +3.39 .19 348.67 180.93 Penumbra PEN ... cc 245.48 +21.44 ... 167.17 120.58 RepublicSvcs RSG 1.3 31 162.08 +0.29 .535 31.29 18.29 SixFlags SIX ... 28 24.65 –0.83 ... 18.94 10.20 TIM TIMB 4.2 19 18.22 +0.06 .276
8.38 2.20 Perfect PERF ... dd 2.97 +0.01 ... 20.16 14.20 ResideoTech REZI ... 16 18.42 +0.90 ... 63.24 40.25 SkechersUSA SKX ... 18 61.71 +1.28 ... 93.78 72.92 TJX TJX 1.5 25 89.29 +0.16.3325
O 67.69 52.32 PerformanceFood PFGC ... 25 66.30 +0.85 ... 243.52 132.24 ResMed RMD 1.1 27 169.05 +6.18 .48 7.65 3.05 SkeenaRscs SKE ... dd 4.46 +0.46 ... 118.04 67.31 TKO TKO .6 59 75.99 +2.22 3.86
9.59 2.79 PerimeterSolns PRM ... 44 4.39 +0.19 ... 78.30 59.99 RestaurantBrands QSR 3.0 25 73.71 +1.80 .55 43.40 13.85 Skillsoft SKIL ... dd 16.15 –0.60 ... 9.23 4.64 TPG RE Fin TRTX15.0 dd 6.38 +0.28 .24
38.21 22.34 OFGBancorp OFG 2.4 10 37.05 +1.05 .22
27.77 14.41 PermianBasin PBT 5.3 25 15.44 +0.18.1572 32.59 12.25 Revolve RVLV ... 41 17.88 +2.40 ... 20.40 3.96 Skillz SKLZ ... dd 6.29 –0.18 ... 25.00 17.23 TXO Partners TXO 11.3 8 18.43 +0.08 .52
40.50 31.25 OGE Energy OGE 4.7 17 35.52 +0.32.4182
15.49 8.43 PermianRscs PR 1.5 15 13.32 +0.37 .07 145.35 79.50 Revvity RVTY .3 17 101.16 +10.14 .07 76.82 50.19 SkylineChamp SKY ... 18 72.65 +6.24 ... 110.69 72.84 TaiwanSemi TSM 1.5 18 102.54 +2.19.5415
23.57 13.56 O-I Glass OI ... 7 15.83 +0.47 ...
3.45 1.72 PermianvilleRT PVL 21.1 4 1.77 –0.16.0772 51.19 27.42 RexAmerRscs REX ... 16 43.90 +1.49 ... 28.80 18.86 SmartFinancial SMBK 1.3 12 25.25 +2.27 .08 17.15 13.19 TakedaPharm TAK 4.0 31 13.71 –0.35.3191
84.26 55.50 ONE Gas OGS 4.1 15 63.23 +1.68 .65
7.89 4.10 PermRock PRT 15.4 7 4.35 –0.49.0403 66.71 41.56 RexfordIndlRealty REXR 2.7 54 56.56 +4.14 .38 4.12 2.03 SmartRent SMRT ... dd 3.24 –0.10 ... 21.51 10.69 TalosEnergy TALO ... 15 14.05 +0.62 ...
71.57 55.91 ONEOK OKE 5.6 12 67.93 –0.31 .955
40.28 26.81 Perrigo PRGO 3.7 cc 29.25 –0.40 .273 11.10 10.23 RigelResourceA RRAC ... 41 10.99 +0.01 ... 52.81 34.78 Smartsheet SMAR ... dd 46.57 +2.41 ... 27.92 17.22 Tanger SKT 3.8 31 27.35 +0.75 .26
11.20 5.73 ON24 ONTF .0 dd 7.57 +0.03 1.09
16.55 9.19 PetroleoBrasil PBR 18.9 4 14.95 +0.07.1749 49.32 25.08 RingCentral RNG ... dd 33.62 –0.49 ... 80.84 55.41 SmithAO AOS 1.6 40 79.20 +1.21 .32 47.48 25.99 Tapestry TPR 3.9 9 36.08 +2.55 .35
16.49 12.09 Openlane KAR ... dd 14.65 +0.31 ...
15.31 8.10 PetroleoBrasilA PBR.A19.8 3 14.27 +0.26.1749 80.52 58.27 RioTinto RIO 5.5 13 72.45 +2.28 1.77 33.09 21.53 Smith&Nephew SNN 2.8 52 26.44 +0.16 .288 91.44 64.85 TargaResources TRGP 2.3 22 85.41 –1.15 .50
67.93 55.12 OccidentalPetrol OXY 1.2 13 58.56 +2.09 .18
53.14 25.76 Pfizer PFE 6.2 15 26.63 –2.15 .42 6.73 3.48 Riskified RSKD ... dd 4.50 +0.19 ... 163.07 107.33 Smucker SJM 3.4 dd 123.59 +4.26 1.06 181.70 102.93 Target TGT 3.2 18 138.37 +3.18 1.10
27.46 14.01 OceaneeringIntl OII ... 27 20.45 +1.08 ...
105.62 87.23 PhilipMorris PM 5.5 18 94.46 +3.15 1.30 11.07 7.40 RithmCapital RITM 9.2 7 10.87 +0.37 .25 17.23 7.86 Snap SNAP ... dd 16.92 +1.83 ... 42.22 22.89 TaroPharm TARO ... 48 41.58 +3.69 ...
36.97 21.15 OcwenFinancial OCN ... dd 28.81 +2.42 ...
131.37 89.74 Phillips66 PSX 3.2 8 129.87 +4.55 1.05 89.78 64.65 RobertHalf RHI 2.2 20 87.01 +3.92 .48 297.26 220.21 Snap-On SNA 2.6 16 286.28 +8.06 1.86 52.65 29.69 TaylorMorrison TMHC ... 7 51.44 +3.37 ...
19.35 5.63 Offerpad OPAD ... dd 10.60 +0.78 ...
4.14 1.10 PhoenixNewMedia FENG ... dd 1.34 –0.06 ... 47.65 24.88 Roblox RBLX ... dd 43.92 +3.09 ... 202.83 119.27 Snowflake SNOW ... dd 199.01 +8.34 ... 11.25 3.53 Team TISI ... 0 6.27 –1.07 ...
71.50 31.76 Oil-Dri ODC 1.7 15 68.89 +9.86 .29
40.00 12.05 Phreesia PHR ... dd 22.50 +4.46 ... 13.85 6.63 RocketCos. RKT ... dd 13.74 +3.23 ... 98.66 44.86 SOQUIMICH SQM 5.7 6 57.23 +5.80.5035 22.78 11.25 TechnipFMC FTI 1.0 dd 20.07 +1.15 .05
10.47 6.25 OilStatesIntl OIS ... 44 6.72 –0.06 ...
16.34 10.52 PhysiciansRealty DOC 7.0 67 13.12 +0.55 .23 348.52 248.71 Rockwell ROK 1.6 25 304.37 +25.84 1.25 8.48 3.08 SohoHouse SHCO ... dd 7.25 +0.92 ... 49.34 32.48 TeckResourcesB TECK .9 13 41.56 +2.83.094
30.51 16.50 OkeanisEcoTankers ECO ... 5 25.85 –1.36 ...
11.37 4.91 PiedmontOfficeA PDM 6.8 16 7.32 +0.65 .125 50.16 36.55 RogersComm B RCI 3.3 30 44.88 –0.59.3686 11.33 7.15 SolarisOilfield SOI 5.9 10 8.17 –0.01 .12 54.40 28.00 Tecnoglass TGLS .8 10 43.61 +4.06 .09
29.89 23.30 OldRepublic ORI 3.4 9 28.96 –0.03 .245
86.03 68.55 PinnacleWest PNW 4.8 18 73.72 –1.58 .88 173.16 110.97 Rogers ROG ... 24 130.68 +0.61 ... 12.22 8.07 SolarWinds SWI ... dd 11.58 –0.04 ... 7.67 4.16 Teekay TK ... 4 6.90 +0.22 ...
64.70 41.71 Olin OLN 1.5 12 52.70 +2.72 .20 37.48 20.60 Pinterest PINS ... dd 37.37 +2.46 ... 45.04 32.19 Rollins ROL 1.4 51 42.15 +0.72 .15 8.86 3.39 SoloBrands DTC ... 14 5.42 +0.21 ... 54.11 26.40 TeekayTankers TNK 2.0 3 50.23 +2.43 .25
9.12 4.25 Olo OLO ... dd 5.86 +0.14 ... 257.76 177.27 PioneerNatRscs PXD 6.1 11 227.15 +4.10 1.95 10.98 10.06 RossAcqnIIA ROSS ... 37 10.88 +0.01 ... 62.26 39.02 SonicAutomotive SAH 2.2 dd 54.61 +4.36 .30 20.65 15.25 TejonRanch TRC ... cc 16.78 +0.30 ...
34.77 25.61 OmegaHealthcare OHI 8.7 32 30.82 +0.30 .67 182.87 120.97 PiperSandler PIPR 1.4 42 175.68 +11.13 .60 104.72 77.90 RoyalBkCanada RY 4.1 13 98.16 +5.981.0155 15.99 6.00 SonidaSrLiving SNDA ... dd 9.79 +1.05 ... 34.36 15.02 TeladocHealth TDOC ... dd 20.52 +1.31 ...
99.23 72.20 Omnicom OMC 3.2 13 86.80 +4.86 .70 4.85 2.80 PitneyBowes PBI 4.8 dd 4.16 –0.03 .05 123.72 47.91 RoyalCaribbean RCL ... 38 122.52 +2.05 ... 63.74 49.98 SonocoProducts SON 3.7 11 55.27 +0.78 .51 8.87 4.08 TelecomArgentina TEO 16.5 19 7.53 –0.67.208
37.08 15.91 OnHolding ONON ... cc 30.88 +2.25 ... 85.91 44.13 PlanetFitness PLNT ... 43 69.91 +2.26 ... 18.16 1.53 RubiconTech RBT ... dd 1.63 –0.14 ... 100.94 74.81 Sony SONY .4 18 92.69 +3.39.2715 448.71 364.98 TeledyneTech TDY ... 26 425.92 +14.43 ...
24.73 17.55 OneLiberty OLP 7.9 21 22.81 +0.68 .45 5.51 2.04 PlanetLabs PL ... dd 2.45 +0.02 ... 5.48 2.77 RushStreetInt RSI ... dd 4.19 +0.13 ... 75.80 61.56 Southern SO 4.0 26 70.86 –0.64 .70 276.43 177.63 Teleflex TFX .5 30 254.58 +23.50 .34
9.64 2.61 OneConnectFin OCFT ... dd 2.88 –0.22 ...
8.30 4.38 PlayAGS AGS ... 98 7.55 –0.02 ... 50.64 35.10 RyanSpecialty RYAN ... 89 42.23 –1.92 ... 87.59 59.15 SoCopper SCCO 4.9 22 82.28 +6.83 1.00 11.06 6.49 TelefonicaBras VIV 4.3 20 10.77 ....0152
48.86 31.97 OneMain OMF 8.3 9 48.45 +3.22 1.00 25.55 18.55 PlymouthIndREIT PLYM 3.6 dd 25.14 +2.15 .225 112.49 76.15 RyderSystem R 2.5 11 111.44 +4.93 .71 11.66 10.03 SouthportAcqnA PORT ... 49 10.62 –0.01 ... 4.53 3.38 Telefonica TEF 6.0 12 3.87 –0.44.1592
158.45 65.61 OntoInnovation ONTO ... 47 151.00 +11.80 ... 138.49 82.00 Polaris PII 2.8 9 91.89 +2.03 .65 44.70 26.15 RyersonHolding RYI 2.3 12 32.47 +2.98 .185 39.53 21.91 SouthwestAir LUV 2.5 40 29.01 –0.06 .18 29.58 21.67 TelekmIndonesia TLK 3.3 16 25.53 +0.371.1296
15.66 9.58 Ooma OOMA ... cc 10.02 –0.29 ... 51.58 38.01 PortlandGenElec POR 4.4 19 43.00 +0.46 .475 112.26 77.18 RymanHospitality RHP 3.5 29 109.33 +4.58 1.10 68.03 53.79 SouthwestGas SWX 3.9 dd 63.24 +2.21 .62 21.75 6.44 Telephone&Data TDS 4.2 dd 17.72 –0.87 .185
49.32 32.82 Oppenheimer A OPY 1.5 12 40.27 –0.78 .15 98.84 78.85 PostHoldings POST ... 19 87.13 +0.47 ...
S 7.69 4.57 SouthwesternEner SWN ... 1 6.29 +0.09 ... 51.68 32.64 TempurSealy TPX .9 23 50.26 +4.04 .11
4.78 1.70 OppFi OPFI ... 71 4.47 +0.58 ... 16.24 12.98 PostalRealty PSTL 6.6 cc 14.40 –0.21.2375 85.25 56.69 SpectrumBrands SPB 2.1 2 79.44 +5.16 .42 38.00 24.69 Tenaris TS .0 6 34.13 +0.17 .40
127.54 79.43 Oracle ORCL 1.5 29 103.32 –10.29 .40 26.05 16.41 PowerSchool PWSC ... dd 22.55 +0.09 ... 160.35 101.78 SAP SAP 1.1 66 153.50 –6.662.1864 43.93 18.80 SphereEnt SPHR ... 2 32.55 –0.11 ... 9.29 5.70 TencentMusic TME ... 21 8.88 +0.66 ...
13.08 9.62 Orange ORAN 5.0 18 11.48 –0.47.3205 86.94 41.56 PrecisionDrilling PDS ... 8 53.80 +0.95 ... 441.67 321.15 S&P Global SPGI .8 56 435.78 +20.40 .90 10.88 2.80 SpireGlobal SPIR ... dd 7.17 +0.08 ... 85.40 43.10 TenetHealthcare THC ... 17 75.36 +3.81 ...
12.66 5.90 OrchidIsland ORC 17.1 dd 8.40 +0.50 .12 68.54 52.90 PrestigeCnsHlth PBH ... dd 59.92 +0.34 ... 11.54 10.01 SDCLEDGEAcqn SEDA ... cc 10.78 +0.02 ... 75.83 53.77 Spire SR 4.8 16 62.93 +0.05 .755 92.53 58.59 Tennant TNC 1.2 17 90.54 +3.55 .28
32.43 10.84 Organon OGN 8.6 6 13.08 +2.06 .28 220.00 135.00 Primerica PRI 1.3 14 206.70 –4.76 .65 15.24 7.04 SeacorMarine SMHI ... dd 12.52 +0.77 ... 38.55 14.65 SpiritAeroSys SPR ... dd 29.57 +0.71 ... 57.73 32.28 Teradata TDC ... 72 42.87 –0.56 ...
39.84 25.59 OriginBancorp OBK 1.7 11 35.71 +1.90 .15 16.47 12.27 PrimoWater PRMW 2.1 21 15.16 +0.45 .08 4.09 1.33 SES AI SES ... dd 2.14 +0.01 ... 20.99 8.68 SpiritAirlines SAVE .0 dd 15.36 +0.81 .10 65.64 40.50 Terex TEX 1.2 8 58.03 +6.62 .17
6.07 2.20 OrionGroup ORN ... dd 4.10 –0.37 ... 36.19 20.44 PrimorisSvcs PRIM .7 14 33.00 +0.87 .06 11.67 8.43 SFL SFL 9.0 ... 11.10 –0.07 .25 44.65 32.22 SpiritRealtyCap SRC 6.1 25 43.90 +2.59.6696 3.45 0.62 TerranOrbital LLAP ... dd .88 –0.15 ...
9.75 4.41 OrionOffice ONL 6.7 dd 5.97 +0.38 .10 20.06 11.87 ProAssurance PRA 1.5 dd 13.75 +0.84 .05 14.71 10.88 SITE Centers SITC 3.7 35 14.12 +0.59 .16 202.88 71.72 Spotify SPOT ... dd 192.17 –5.88 ... 67.03 50.42 TerrenoRealty TRNO 2.9 33 62.42 +3.51 .45
26.96 16.82 Orion OEC .3 14 26.23 +0.71.0207
76.86 41.80 ProcoreTech PCOR ... dd 67.38 +8.66 ... 83.88 56.96 SJW Group SJW 2.3 21 66.97 –0.59 .38 11.45 10.20 SpreeAcqn1 A SHAP ... 38 10.94 +0.02 ... 6.77 2.43 TetraTech TTI ... 21 4.41 +0.10 ...
101.56 78.16 Orix IX 2.8 11 92.22 –1.811.4781 158.38 135.83 Procter&Gamble PG 2.6 23 143.96 –1.19.9407 22.61 18.26 SK Telecom SKM 5.2 10 21.39 +0.28.3482 17.14 7.48 Sprinklr CXM ... cc 11.22 –0.04 ... 11.45 7.09 TevaPharm TEVA ... dd 9.98 +0.16 ...
94.49 58.73 OrmatTech ORA .6 42 75.93 +5.25 .12 165.57 111.41 Progressive PGR .3 33 153.41 –7.76 .75 50.11 19.06 SLGreenRealty SLG 6.4 dd 46.89 +4.40 .25 41.96 28.04 Sprott SII 3.1 21 32.29 +0.10 .25 2615.00 1266.21 TexasPacLand TPL .8 31 1597.23 +51.11 3.25
9.89 2.05 OscarHealth OSCR ... dd 7.81 –0.25 ... 137.52 96.64 Prologis PLD 2.6 43 134.26 +14.41 .87 43.73 24.66 SM Energy SM 1.6 6 37.88 +2.31 .15 12.40 3.27 SprucePower SPRU ... dd 4.73 +0.49 ... 49.60 29.70 Textainer TGH 2.4 10 49.20 –0.07 .30
108.58 72.09 Oshkosh OSK 1.5 14 107.30 +7.48 .41 5.06 3.20 PropertyGuru PGRU ... dd 3.32 –0.02 ... 9.50 2.54 SOS SOS ... dd 3.67 –0.19 ... 34.38 20.10 Squarespace SQSP ... dd 28.68 +0.90 ... 81.39 61.27 Textron TXT .1 17 79.34 +3.41 .02
12.12 9.63 OsirisAcqn OSI ... dd 10.44 +0.02 ... 11.37 6.33 ProPetro PUMP ... 8 8.53 +0.16 ... 96.45 61.09 SPX Tech SPXC ... 51 95.61 +6.79 ... 65.99 35.98 St.Joe JOE .8 36 57.01 +3.10 .12 609.85 415.60 ThermoFisher TMO .3 34 518.03 +28.26 .35
6.25 2.48 OsiskoDevelopment ODV ... dd 2.62 –0.10 ... 78.76 49.60 ProsperityBcshs PB 3.4 13 66.66 +3.62 .56 39.15 31.01 STAG Indl STAG 3.8 39 38.66 +2.44.1225 42.42 30.15 StandardMotor SMP 2.9 14 40.08 +3.50 .29 33.50 18.77 Thermon THR ... 26 31.77 +0.75 ...
17.96 11.24 OsiskoGold OR 1.2 87 14.34 +0.64.0452 39.52 23.01 ProtoLabs PRLB ... dd 37.82 +0.27 ... 91.10 55.60 SabineRoyalty SBR 11.4 11 65.02 –5.751.1431 168.81 96.32 StandexIntl SXI .8 13 150.00 +10.67 .30 144.58 111.00 ThomsonReuters TRI 1.4 28 138.85 –2.53 .49
91.33 73.32 OtisWorldwide OTIS 1.5 27 90.19 +2.69 .34 24.58 13.43 ProvidentFinSvcs PFS 5.3 9 18.05 +1.42 .24 3.99 2.71 SafeBulkers SB 5.2 6 3.88 +0.20 .05 104.21 71.27 StanleyBlackDck SWK 3.3 dd 98.63 +5.78 .81 118.20 74.00 ThorIndustries THO 1.7 21 115.70 +7.64 .48
19.20 3.21 Ouster OUST ... dd 6.85 +0.98 ... 107.31 75.37 PrudentialFinl PRU 4.8 67 103.86 +2.99 1.25 35.53 15.00 Safehold SAFE 3.1 dd 22.81 +0.98 .177 78.34 46.35 Stantec STN .7 34 76.05 –1.27.1418 12.67 3.50 3D Systems DDD ... dd 6.41 +0.49 ...
21.65 8.18 OutfrontMedia OUT 8.6 dd 13.96 +1.25 .30 34.37 19.90 Prudential PUK ... 16 22.08 –0.29 ... 263.43 126.34 Salesforce CRM ... 99 261.60 +10.79 ... 13.10 7.00 Starrett A SCX ... 4 11.41 +1.43 ... 129.90 85.35 3M MMM 5.6 dd 106.98 +3.61 1.50
5.36 2.65 OverseasShip OSG 4.9 8 4.85 –0.02 .06 65.46 53.71 PublicServiceEnt PEG 3.7 11 61.54 –1.03 .57 18.42 7.21 SallyBeauty SBH ... 8 12.94 +1.89 ... 4.53 2.64 Startek SRT ... dd 4.38 +0.04 ... 73.55 30.79 Tidewater TDW ... 47 63.55 +4.76 ...
52.63 32.07 Ovintiv OVV 2.8 4 43.26 +1.63 .30 316.48 233.18 PublicStorage PSA 4.1 27 290.06 +16.253.00 36.91 10.48 Samsara IOT ... dd 33.99 +0.32 ... 21.92 16.06 StarwoodProp STWD 8.9 17 21.60 +1.43 .48 9.50 6.05 Tilly's TLYS ... dd 7.41 –0.28 ...
23.66 11.79 Owens&Minor OMI ... dd 22.25 +0.34 ... 105.13 44.40 PulteGroup PHM .8 8 102.49 +6.18 .20 12.25 5.30 SanJuanBasin SJT 29.2 3 5.65 –0.32.0169 94.74 62.78 StateStreet STT 3.6 11 77.63 +3.66 .69 95.08 65.71 Timken TKR 1.7 13 79.40 +5.19 .33
155.19 83.98 OwensCorning OC 1.6 12 152.43 +9.07 .60 40.50 22.14 PureStorage PSTG ... cc 36.59 +3.42 ... 17.80 12.62 SandRidgeEnergy SD 2.9 3 13.85 –0.13 .10 48.00 37.50 SteelPartners SPLP ... 5 39.00 –0.65 ... 23.49 15.59 TimkenSteel TMST ... 33 22.49 +2.06 ...
13.42 2.52 Owlet OWLT ... dd 5.05 –0.33 ... 11.08 10.29 PyrophyteAcqn PHYT ... 35 10.98 ... ... 6.31 4.27 SandstormGold SAND 1.2 97 4.86 +0.06.0145 12.96 6.20 Steelcase SCS 3.2 27 12.48 –0.05 .10 17.29 9.23 TItanIntl TWI ... 8 14.61 +0.74 ...
123.37 82.33 OxfordIndustries OXM 2.6 11 100.76 +7.58 .65 42.27 18.91 Q2 QTWO ... dd 42.07 +3.99 ... 28.87 22.63 SaratogaInvt SAR 10.9 9 25.88 –0.53 .72 23.62 13.71 Stellantis STLA ... 4 23.46 +0.86 ... 27.00 13.77 Toast TOST ... dd 16.84 +1.49 ...
PQ 51.18 34.74 Qiagen QGEN ... 29 42.45 +0.68 ... 18.70 8.85 Sasol SSL 7.8 11 9.31 –0.24.5248 30.52 20.24 StellarBancorp STEL 1.9 14 27.45 +1.39 .13 105.91 49.02 Toll Bros TOL .8 8 102.48 +9.62 .21
6.41 2.68 QuadGraphics QUAD ... dd 5.35 +0.20 ... 43.95 32.13 SaulCenters BFS 6.0 24 39.64 +0.51 .59 11.49 2.33 Stem STEM ... dd 4.10 +0.64 ... 46.11 29.07 TootsieRoll TR 1.1 26 33.23 –0.89 .09
56.38 31.26 PBF Energy PBF 2.3 2 42.79 +1.81 .25 216.45 138.67 QuakerHoughton KWR .9 cc 206.44 +12.53 .455 26.88 10.16 SaversValue SVV ... 67 16.31 +0.58 ... 114.49 63.60 Stepan SCL 1.6 40 91.97 +3.67 .375 378.16 150.88 TopBuild BLD ... 19 375.03 +54.76 ...
18.32 14.71 PG&E PCG .2 20 17.76 +0.15 .01 35.03 18.71 QuanexBldg NX 1.0 12 30.91 –1.55 .08 62.12 42.73 Schlumberger SLB 1.9 18 52.19 +3.39 .25 254.00 173.21 Steris STE 1.0 39 212.64 +12.14 .52 25.96 9.84 TopgolfCallaway MODG ... 30 13.98 +1.13 ...
36.90 17.43 PGT Innovations PGTI ... 19 36.09 +3.02 ... 217.25 134.61 QuantaServices PWR .2 46 215.02 +15.77 .09 31.74 21.39 SchneiderNatl SNDR 1.4 14 25.14 +1.30 .09 36.30 16.92 Stevanato STVN .2 47 28.31 +0.49.0578 117.66 78.35 Toro TTC 1.6 24 87.40 +3.17 .36
37.00 23.46 PHINIA PHIN 3.5 ... 28.54 +1.94 .25 13.86 4.99 QuantumScape QS ... dd 7.58 +0.61 ... 86.63 45.00 SchwabC SCHW 1.4 24 70.98 +6.91 .25 57.31 36.01 StewartInfo STC 3.4 44 56.44 +2.67 .475 70.67 54.69 TorontoDomBk TD 4.6 15 62.40 +2.78.7506
4.14 2.33 PHX Minerals PHX 3.7 6 3.26 –0.03 .03 2.54 0.89 Qudian QD ... 5 2.02 +0.16 ... 136.05 95.43 ScienceApplicat SAIC 1.2 13 125.45 –2.22 .37 68.77 53.48 StifelFinancial SF 2.2 15 66.59 +1.56 .36 5.93 1.21 Torrid CURV ... 42 4.76 –0.08 ...
102.51 59.61 PJT Partners PJT 1.0 33 101.59 +4.52 .25 158.34 119.59 QuestDiag DGX 2.1 20 135.03 –0.88 .71 64.20 40.34 ScorpioTankers STNG 2.4 5 58.71 +4.72 .35 55.85 34.59 STMicroelec STM .4 11 50.42 +2.55 .06 11.21 9.92 TortoiseEcoIII A TRTL ... 37 10.62 ... ...
27.98 19.02 PLDT PHI 5.3 24 22.82 +0.26.8628 R 88.61 43.67 ScottsMiracleGro SMG 4.3 dd 60.83 +0.23 .66 24.83 14.18 Stoneridge SRI ... dd 17.99 +1.04 ... 69.51 54.94 TotalEnergies TTE ... 8 66.93 +0.36 ...
169.07 109.40 PNC Finl PNC 4.1 11 152.33 +11.66 1.55 8.90 3.71 ScullyRoyalty SRL 13.1 dd 5.99 +0.10 .17 62.56 30.66 Stride LRN ... 17 60.00 –0.25 ... 12.65 7.08 TownsquareMedia TSQ 7.0 dd 10.70 +0.57.1875
49.60 41.44 PNM Resources PNM 3.6 24 42.97 +0.33.3875 277.25 195.18 RBC Bearings RBC ... 48 270.55 +8.14 ... 88.84 34.87 Sea SE ... 32 35.74 –4.26 ... 306.93 235.81 Stryker SYK 1.1 43 290.15 +1.05 .80 195.65 132.35 ToyotaMotor TM 2.2 9 180.62 –6.662.0025
133.09 52.61 POSCO PKX 1.6 28 91.41 +1.56.4803 68.25 51.07 RB Global RBA 1.7 76 63.79 +0.96 .27 16.18 9.72 SeabridgeGold SA ... dd 12.17 +0.64 ... 9.57 4.15 StudioCity MSC ... dd 6.68 +1.64 ... 6.70 2.05 Traeger COOK ... dd 2.68 +0.43 ...
152.89 120.33 PPG Ind PPG 1.7 25 148.68 +4.70 .65 11.89 10.23 RCF Acqn A RCFA ... 24 11.07 +0.04 ... 50.72 28.56 SeaDrill SDRL ... 6 44.11 +2.99 ... 61.34 42.98 SturmRuger RGR 2.9 14 43.63 –0.22 .17 241.40 162.04 TraneTech TT 1.3 28 239.92 +5.92 .75
31.74 22.20 PPL PPL 3.6 26 26.90 +0.84 .24 40.03 27.53 RELX RELX 1.8 35 38.20 –0.76.2195 56.43 28.50 SealedAir SEE 2.2 17 35.70 +1.89 .20 17.78 14.42 SuburbanPropane SPH 7.5 9 17.39 +0.50 .325 10.40 7.22 Transalta TAC 2.0 5 8.03 –0.02.0437
44.81 16.47 ProgHoldings PRG ... 9 30.37 +0.82 ... 24.28 8.61 RE/MAX RMAX 7.0 dd 13.17 +2.72 .23 68.19 40.87 SeaWorldEnt SEAS ... 14 52.38 +0.54 ... 10.58 6.66 SumitomoMits SMFG 3.1 11 9.34 –0.72 .182 47.35 27.23 TrancntlRlty TCI ... 4 34.00 +3.45 ...
40.54 22.57 PROS PRO ... dd 39.57 +2.33 ... 19.28 9.85 REV REVG 1.1 24 18.55 +2.20 .05 33.51 21.28 SelectMedical SEM 2.1 13 23.68 +0.20 .125 8.81 5.31 SummitHotelProp INN 3.6 dd 6.60 +0.21 .06 1015.72 599.42 TransDigm TDG .0 45 985.59 +1.6735.00
35.57 4.30 PSQ PSQH ... dd 5.19 –0.02 ... 406.38 207.26 RH RH ... 33 308.62 +66.61 ... 9.56 5.52 SelectWater WTTR 2.8 14 7.43 +0.25 .06 39.56 25.43 SummitMaterials SUM ... 15 38.34 +1.92 ... 8.88 4.03 Transocean RIG ... dd 6.11 +0.26 ...
13.41 8.75 P10 PX 1.3 dd 10.20 +0.27.0325 149.65 123.05 RLI RLI .9 20 126.53 –7.952.00 2.94 0.56 SelectQuote SLQT ... dd 1.41 +0.10 ... 21.40 13.00 SummitMidstream SMLP ... dd 17.24 –0.78 ... 15.49 8.11 TransportadGas TGS ... 16 15.49 +1.66 ...
118.86 67.36 PVH PVH .1 14 118.50 +10.24.0375 12.92 9.07 RLJ Lodging RLJ 3.5 37 11.56 +0.77 .10 81.82 63.75 Sempra SRE 3.2 17 75.22 +2.84 .595 163.83 102.74 SunComms SUI 2.8 73 134.10 +6.46 .93 82.75 42.09 TransUnion TRU .6 dd 68.59 +5.96 .105
171.61 122.20 PackagingCpAm PKG 3.0 19 164.76 +0.88 1.25 3.00 1.39 RLX Tech RLX .4 cc 2.10 +0.09.008 12.45 7.16 Semrush SEMR ... dd 11.82 +0.32 ... 53.21 43.53 SunLifeFinancial SLF 4.5 12 51.10 –0.35.5742 44.99 32.10 Travel+Leisure TNL 4.5 9 39.99 +1.18 .45
35.33 19.18 PagerDuty PD ... dd 23.33 +1.26 ... 10.33 6.54 RPC RES 2.2 7 7.32 +0.28 .04 20.98 10.44 SendasDistrib ASAI .6 22 13.03 +0.76.0358 10.43 6.71 SunCokeEnergy SXC 4.1 15 9.87 +0.53 .10 194.51 157.33 Travelers TRV 2.2 20 182.81 +1.55 1.00
13.19 6.93 PagSeguroDig PAGS ... 12 11.11 +0.64 ... 112.90 78.52 RPM RPM 1.6 28 111.92 +4.90 .46 54.34 30.56 SensataTech ST 1.3 18 36.06 +2.70 .12 35.51 27.59 SuncorEnergy SU 5.2 7 30.92 +0.18.3843 12.51 4.35 Tredegar TG .0 dd 4.91 +0.10 .13
21.85 5.92 PalantirTech PLTR ... cc 18.20 +0.43 ... 13.79 8.62 RPT Realty RPT 4.2 28 13.48 +1.27 .14 79.19 52.90 SensientTech SXT 2.5 22 65.62 +4.25 .41 15.40 2.97 SunlandsTech STG ... 1 8.10 +0.17 ... 55.30 36.11 TreeHouseFoods THS ... 30 41.19 –0.48 ...
50.35 25.22 PampaEnergia PAM ... 4 48.80 +1.43 ... 104.91 68.56 RTX RTX 2.9 37 80.28 –1.04 .59 27.19 12.43 SentinelOne S ... dd 26.36 +2.36 ... 24.56 7.62 SunnovaEnergy NOVA ... dd 13.84 +3.43 ... 81.12 40.69 Trex TREX ... 45 80.22 +7.26 ...
19.85 13.13 PanAmerSilver PAAS 2.6 dd 15.57 +0.70 .10 23.74 15.67 RXO RXO ... dd 23.37 +2.59 ... 3.54 1.86 SequansComms SQNS ... ... 2.81 –0.01 ... 57.25 40.81 Sunoco SUN 6.0 10 56.44 +2.73.842 34.65 18.15 TriPointe TPH ... 8 33.63 +2.25 ...
37.50 20.16 ParPacific PARR ... 4 33.70 +0.15 ... 28.59 18.25 RadianGroup RDN 3.2 7 28.05 +2.22 .225 12.79 7.07 SeritageGrowth SRG ... dd 8.96 –0.22 ... 11.38 8.60 SunstoneHotel SHO 2.3 27 10.66 +0.51 .06 9.56 6.53 TriconRes TCN 2.6 14 8.94 +0.96 .058
46.63 21.26 ParTechnology PAR ... dd 42.87 +3.12 ... 2.52 1.44 Rafael RFL ... dd 1.79 ... ... 74.66 52.89 ServiceIntl SCI 1.7 21 68.16 +2.90 .29 4.18 2.57 SuperGroup SGHC ... ... 3.00 ... ... 123.67 61.93 TriNet TNET ... 20 120.35 +5.61 ...
21.49 7.95 Paragon28 FNA ... dd 11.68 +0.19 ... 144.05 100.82 RalphLauren RL 2.1 18 141.05 +9.29 .75 720.68 353.62 ServiceNow NOW ... 90 698.24 –0.84 ... 7.38 2.49 SuperiorIndsIntl SUP ... dd 3.05 –0.05 ... 30.89 20.04 TrinityIndustries TRN 4.0 32 28.33 +1.77 .28
6.74 3.90 ParamountGroup PGRE 2.5 dd 5.58 +0.19 .035 37.88 22.61 RangeResources RRC 1.1 5 29.92 +0.22 .08 75.12 39.27 ServisFirst SFBS 1.7 15 65.01 +8.24 .28 5.00 0.65 SurfAirMobility SRFM ... dd 1.05 +0.29 ... 30.54 5.48 Trinseo TSE .6 dd 7.23 +0.84 .01
D ATA NYSE NASDAQ ISSUES B A R R ON S .C OM / D ATA

–52-Week– Tick Div –52-Week– Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
Five-Day Nasdaq Composite

17.33 11.85 TripleFlagPrecMtl TFPM 1.5 57 13.44 –0.16.0525 33.78 22.97 VistaOutdoor VSTO ... dd 29.24 +2.22 ... A
12.87 9.13 TriplePtVent TPVG15.2 dd 10.52 –0.30 .40 38.34 21.18 Vistra VST 2.3 11 37.68 +0.72 .213
72.16 46.87 AAON AAON .5 35 71.11 +5.77 .08
10.92 10.11 TristarAcqnI TRIS ... 35 10.79 +0.01 ... 62.87 39.74 VitalEnergy VTLE ... 1 44.49 +1.92 ...
33.99 14.80 AcadiaPharm ACAD ... dd 28.58 +7.60 ...
13.33 7.00 TriumphGroup TGI ... dd 12.02 +0.51 ... 27.39 13.90 VitesseEnergy VTS 8.8 31 22.64 –0.39 .50
29.88 5.77 ACELYRIN SLRN ... dd 7.88 +1.05 ...
17.61 10.08 Tronox TROX 3.7 dd 13.59 +0.58 .125 35.00 4.65 Volato SOAR ... 88 4.88 –2.10 ...
30.43 19.56 ACI Worldwide ACIW ... 37 29.72 +1.89 ... Moving Up: The Nasdaq Composite Index gained 2.85% for the week.
20.85 10.15 TrueBlue TBI ... dd 15.67 +1.18 ... 35.39 18.13 Vontier VNT .3 16 34.92 +0.68 .025 3.98 1.68 AC Immune ACIU ... dd 3.92 +0.23 ...
51.26 25.56 TruistFinl TFC 5.7 9 36.70 +2.37 .52 32.21 12.31 VornadoRealty VNO 3.9 dd 30.93 +2.96 .30 21.07 6.91 ACM Research ACMR ... 16 17.90 +1.90 ...
Broadcom surpassed Visa as the 10th largest U.S. company by market
24.78 15.00 TsakosEnergy TNP 2.9 2 21.04 +1.35 .30 78.11 58.83 VoyaFinancial VOYA 2.2 12 74.07 +1.35 .40
5.91 0.61 Tupperware TUP ... ... 1.95 +0.03 ... 229.75 159.76 VulcanMatls VMC .8 36 224.35 +8.32 .43
18.68 7.19 ACV Auctions ACVA ... dd 14.54 +0.19 ... cap. Costco Wholesale beat analyst estimates in its fiscal first quarter.
4.65 2.95 ADMA Biologics ADMA ... dd 4.20 +0.49 ...
5.63 3.52 TurkcellIletism TKC 1.6 5 4.78 –0.22.0953 20.21 4.91 Adtran ADTN 5.1 dd 7.10 +0.99 .09
W Monday Tuesday Wednesday Thursday Friday
26.31 18.96 TurningPoint TPB 1.1 42 24.45 +0.20 .065 18.00 0.10 AerwinsTech AWIN ... 0 .12 ... ...
9.60 4.90 TutorPerini TPC ... dd 8.85 +0.43 ... 6.68 2.86 W&T Offshore WTI 1.2 8 3.26 +0.07 .01 17.13 9.91 AFC Gamma AFCG17.1 8 12.18 –0.11 .48 14,860
3.12 1.23 Tuya TUYA ... dd 2.03 –0.26 ... 99.26 75.47 WEC Energy WEC 3.8 19 82.46 –1.61 .78 12.25 6.81 AGNC Invt AGNC14.8 27 9.73 +0.72 .12
79.70 42.78 Twilio TWLO ... dd 75.96 +5.35 ... 204.06 157.04 WEX WEX ... 30 188.52 +8.09 ... 12.25 10.17 AIBAcqnA AIB ... dd 11.75 +0.02 ...
11.60 10.00 twoA TWOA ... 87 10.57 ... ... 21.00 9.65 WKKellogg KLG 5.2 ... 12.38 +0.54 .16 0.15 0.08 AIBAcqnRt AIBBR ... ... .11 –0.04 ...
18.67 9.83 TwoHarbors TWO14.6 dd 14.35 +0.52 .45 94.96 51.84 WNS WNS ... 20 63.74 +2.48 ... 14.18 3.94 AlxOncology ALXO ... dd 13.55 +1.29 ... 14,715
426.83 301.69 TylerTech TYL ... cc 410.42 +7.35 ... 84.13 50.28 W.P.Carey WPC 5.3 18 64.76 +2.20 .86 27.46 9.96 AMC Networks AMCX ... dd 20.53 +2.61 ...
66.79 44.94 TysonFoods TSN 3.8 dd 51.81 +0.43 .48 64.07 41.13 WPP WPP 5.2 16 47.11 +1.72.9108 57.06 45.34 Amerisafe AMSF 3.0 14 45.44 –2.42 3.50
42.11 23.14 A-MarkPrecMet AMRK 2.7 6 29.81 +0.26 .20
U 30.10 20.09 WabashNational WNC 1.2 6 27.04 +2.31 .08
65.89 36.54 ANI Pharm ANIP ... 88 52.91 +3.97 ... 14,570
123.47 91.89 Wabtec WAB .6 29 122.08 +3.68 .17
351.23 230.00 Ansys ANSS ... 53 295.47 +8.27 ...
30.20 17.61 UBS Group UBS 1.9 3 29.28 +0.77 .55 108.80 61.06 Walker&Dunlop WD 2.4 30 104.82 +11.39 .63
21.00 4.87 AN2 Therap ANTX ... dd 20.70 +1.91 ... (Previous Friday Close)
45.46 30.95 UDR UDR 4.5 28 37.64 +2.27 .42 6.53 1.24 Wallbox WBX ... ... 1.92 +0.04 ...
48.14 30.67 APA APA 2.8 7 35.35 +0.88 .25 14,425
43.19 20.19 UGI UGI 6.5 dd 22.78 –0.16 .375 169.94 136.09 Walmart WMT 1.5 25 152.74 +1.88 .57
19.96 14.84 ARKRestaurants ARKR 4.9 11 15.35 –0.07.1875
70.57 48.07 U-Haul UHAL ... 17 63.97 +5.15 ... 17.88 9.50 WarbyParker WRBY ... dd 11.78 +1.10 ... 9.65 2.55 ARS Pharm SPRY ... dd 5.21 –0.11 ...
64.04 43.62 U-Haul N UHAL.B .3 17 62.75 +6.34 .05 61.03 31.04 WarriorMetCoal HCC .5 7 56.76 –1.38 .07 771.98 529.01 ASML ASML .7 37 752.96 +56.531.5337 +28.51 +100.91 +200.57 +27.59 +52.36
18.87 13.26 UMH Prop UMH 5.4 dd 15.10 +0.34 .205 149.88 125.83 WasteConnections WCN .8 45 145.41 +7.08 .285 12.02 10.15 A SPAC II ASCB ... 35 10.82 –0.07 ... 14,280
60.59 41.43 Unitil UTL 3.2 18 50.59 –0.58.405 179.50 148.31 WasteMgt WM 1.6 31 174.55 +2.05 .70 7.14 2.73 AST Space ASTS ... dd 5.44 –0.04 ...
3.36 0.98 Waterdrop WDH ... 12 1.05 –0.13 ...
10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4
26.61 18.48 USA Compression USAC 8.5 cc 24.65 +0.90 .525 2.49 0.80 ATA Creativity AACG ... dd .85 +0.04 ...
69.60 44.01 UsanaHealth USNA ... 17 52.25 +2.62 ... 350.97 231.90 Waters WAT ... 29 320.14 +28.00 ... 3.16 1.02 ATAI Life ATAI ... dd 1.26 +0.05 ...
47.94 13.79 US Cellular USM ... cc 39.57 –3.21 ... 424.01 243.38 Watsco WSO 2.3 28 421.15 +9.30 2.45 50.27 27.53 ATN Intl ATNI 2.3 dd 36.07 +3.93 .21 52-Week Tick Div 52-Week Tick Div
422.25 250.43 Watsco B WSO.B 2.3 28 422.25 +47.25 2.45 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
45.15 33.68 US Foods USFD ... 25 43.57 –1.07 ... 1.93 0.57 AVROBIO AVRO ... dd 1.36 –0.05 ...
208.49 141.70 WattsWater WTS .7 25 204.76 +7.07 .36 6.57 1.89 AXT AXTI ... dd 2.70 +0.37 ... 38.87 20.03 Alpha&Omega AOSL ... dd 24.87 +2.15 ... 20.21 16.95 AresCapital ARCC 9.8 9 19.58 –0.50 .48
124.11 78.08 US PhysTherapy USPH 1.9 52 88.98 –0.59 .43
90.71 29.51 Wayfair W ... dd 64.14 +9.04 ... 11.38 3.87 AbCelleraBio ABCL ... dd 5.43 +0.56 ... 11.66 10.22 AlphaStarAcqn ALSA ... 34 11.18 –0.01 ... 550.76 333.07 argenx ARGX ... dd 463.00 +9.52 ...
14.64 10.38 US Silica SLCA ... 6 11.37 +0.26 ... 0.14 0.01 AlphaStarRt ALSAR ... ... .07 +0.06 ... 3.20 0.36 ArgoBlockchain ARBK ... dd 2.07 +0.21 ...
7.14 3.23 UWM UWMC 5.6 dd 7.12 +1.25 .10 12.45 4.04 WeaveComms WEAV ... dd 11.07 +1.01 ... 11.60 8.00 Abivax ABVX ... dd 10.50 +0.01 ...
56.00 31.03 WebsterFin WBS 3.1 10 51.07 +3.17 .40 3.63 1.11 Absci ABSI ... dd 2.73 +0.43 ... 6.48 1.62 AlphaTeknova TKNO ... dd 3.72 +0.76 ... 15.27 6.75 Arhaus ARHS ... 11 10.76 +1.39 ...
63.53 23.90 Uber UBER ... cc 61.86 +0.16 ... 141.22 84.86 Alphabet A GOOGL ... 25 132.60 –2.39 ... 11.53 9.97 AriszAcqnA ARIZ ... 80 10.80 –0.01 ...
303.76 103.00 Ubiquiti UI 1.8 20 136.27 +13.41 .60 89.22 58.75 WeisMarkets WMK 2.1 15 64.11 +1.50 .34 4.66 3.43 AcaciaResearch ACTG ... dd 3.90 +0.12 ...
50.77 35.25 WellsFargo WFC 2.8 11 50.31 +4.21 .35 69.02 42.83 AcademySports ASO .6 9 61.06 +5.10 .09 142.38 85.57 Alphabet C GOOG ... 26 133.84 –2.80 ... 0.21 0.05 AriszAcqnRt ARIZR ... ... .09 ... ...
26.43 10.98 UiPath PATH ... dd 25.68 +1.05 ... 19.14 8.66 Alphatec ATEC ... dd 13.43 +0.72 ... 71.89 46.50 Arm ARM ... ... 71.03 +3.80 ...
93.42 62.62 Welltower WELL 2.7 cc 90.79 +3.07 .61 86.37 66.49 AcadiaHealthcare ACHC ... dd 75.43 +2.17 ...
5.36 2.18 UltraparPart UGP 1.2 13 5.20 –0.05.0516 11.48 10.05 AlphaTimeAcqn ATMC ... 46 10.73 –0.02 ... 12.20 8.56 ArmadaAcqnI AACI ... dd 10.74 –0.06 ...
185.23 117.12 WescoIntl WCC .9 12 174.90 +13.94 .375 17.01 6.33 Accolade ACCD ... dd 10.48 +1.14 ...
13.05 6.29 UnderArmour A UAA ... 10 8.60 +0.14 ... 0.25 0.06 AlphaTimeRt ATMCR ... ... .11 +0.01 ... 11.67 10.03 ArogoCapA AOGO ... 19 10.71 –0.04 ...
91.44 64.11 WestFraserTimber WFG 1.6 dd 76.91 +1.60 .30 10.94 10.05 AccretionAcqn ENER ... 56 10.53 –0.03 ...
11.42 5.86 UnderArmour C UA ... 9 8.19 +0.22 ... 10.93 10.10 AlphaVestAcqn ATMV ... 47 10.67 –0.02 ... 26.64 13.34 ArrayTech ARRY ... 49 18.90 +3.09 ...
415.73 224.15 WestPharmSvcs WST .2 48 358.20 +15.96 .20 0.26 0.03 AccretionAcqnRt ENERR ... ... .04 –0.02 ...
10.54 5.85 Unifi UFI ... dd 6.32 –0.02 ... 4.30 1.85 Accuray ARAY ... dd 2.67 +0.02 ... 0.57 0.09 AlphaVestAcqnRt ATMVR ... ... .09 –0.05 ... 47.00 0.91 Arrival ARVL ... ... 1.29 +0.03 ...
205.59 150.50 Unifirst UNF .7 33 182.22 +3.76 .33 81.17 7.46 WestAllianceBcp WAL 2.3 8 63.73 +7.15 .37 19.27 5.81 AlpineImmune ALPN ... dd 18.90 +2.06 ...
2.78 0.43 AcelRxPharm ACRX ... dd .81 +0.08 ... 33.92 16.38 ArrowFinancial AROW 3.9 14 27.99 +0.18 .27
30.20 23.79 WesternMidstrm WES 8.1 10 28.25 +0.41 .575 15.04 4.68 AlsetCapAcqnA ACAX ... cc 10.80 +0.20 ...
55.99 46.16 Unilever UL 3.9 14 47.37 –0.08.4539 10.94 10.21 AchariVenturesI AVHI ... dd 10.88 +0.05 ... 42.48 20.67 ArrowheadPharm ARWR ... dd 28.55 +4.60 ...
14.79 10.07 WesternUnion WU 7.9 6 11.96 +0.02 .235 78.49 43.68 AltairEngg ALTR ... dd 74.18 +2.83 ... 8.08 3.57 Arteris AIP ... dd 5.83 +0.22 ...
245.07 183.69 UnionPacific UNP 2.1 23 241.98 +12.21 1.30 1.37 0.74 AchillesTherap ACHL ... dd .87 –0.07 ...
140.83 98.05 Westlake WLK 1.4 15 140.10 +10.85 .50 11.86 10.14 AltEnergyA AEAE ... 70 10.89 +0.04 ... 63.00 38.76 ArtesianRscs A ARTNA 2.8 27 41.80 –1.98.2897
6.06 2.60 Unisys UIS ... dd 5.23 –0.39 ... 18.54 0.59 AclarisTherap ACRS ... dd 1.01 ... ...
43.47 26.84 WestRock WRK 2.8 dd 42.54 +1.38.3025 17.17 2.09 Altimmune ALT ... dd 7.67 +1.19 ... 38.00 13.57 Arvinas ARVN ... dd 36.64 +2.48 ...
8.97 6.48 UnitedMicro UMC 5.5 10 8.10 +0.30 .586 24.20 8.98 AcordaTherap ACOR ... dd 14.80 +2.53 ...
14.20 8.91 Westwood WHG 5.0 21 11.97 +0.79 .15 11.39 3.49 AltisourcePortf ASPS ... dd 3.51 –0.84 ... 127.77 64.33 AscendisPharma ASND ... dd 120.97 +13.28 ...
43.95 12.88 UnitedNatFoods UNFI ... dd 15.82 +0.82 ... 25.47 3.41 AcrivonTherap ACRV ... dd 4.59 –0.44 ...
36.00 27.65 Weyerhaeuser WY 2.3 39 33.34 +2.47 .19 14.60 6.70 Alvotech ALVO ... dd 10.63 +1.46 ... 11.56 7.20 AscentIndustries ACNT ... dd 7.35 –0.68 ...
197.80 133.68 UPS B UPS 4.0 16 162.94 +6.64 1.62 11.31 1.81 AcumenPharm ABOS ... dd 2.88 +0.11 ...
52.76 38.10 WheatonPrecMet WPM 1.2 41 48.79 +1.48 .15 26.74 14.05 AmalgamFin AMAL 1.5 9 26.02 +3.05 .10 247.96 161.32 AspenTech AZPN ... dd 207.65 +8.66 ...
581.00 325.15 UnitedRentals URI 1.0 17 571.74 +76.68 1.48 2.10 1.10 Adagene ADAG ... dd 1.53 –0.35 ...
15.70 0.98 WheelsUp UP ... dd 1.76 –0.10 ... 2.23 0.65 Amarin AMRN ... dd .83 –0.03 ... 1.78 0.64 AssemblyBiosci ASMB ... dd .75 –0.01 ...
49.95 27.27 US Bancorp USB 4.4 13 45.01 +4.58 .49 2.35 0.42 Adaptimmune ADAP ... dd .45 –0.09 ...
160.74 98.40 Whirlpool WHR 5.9 dd 119.05 +7.66 1.75 150.57 81.43 Amazon.com AMZN ... 78 149.97 +2.55 ... 56.33 28.97 AstecIndustries ASTE 1.4 48 37.47 +5.73 .13
39.72 20.40 US Steel X .5 9 39.33 +3.43 .05 10.79 2.61 AdaptiveBiotech ADPT ... dd 4.87 +0.16 ...
1617.00 1312.00 WhiteMtnIns WTM .1 14 1437.78 –45.34 1.00 114.99 77.30 AddusHomeCare ADUS ... 26 92.76 +1.03 ... 99.86 43.59 Ambarella AMBA ... dd 64.07 +6.25 ... 76.56 61.73 AstraZeneca AZN 2.2 34 64.80 +1.55 .465
554.70 445.68 UnitedHealth UNH 1.4 23 531.12 –18.65 1.88
12.37 8.21 WhitestoneREIT WSR 3.9 16 12.33 +0.79 .04 12.37 7.12 Adeia ADEA 1.8 9 11.11 +1.22 .05 16.86 1.28 AmbrxBio AMAM ... ... 14.71 +1.37 ... 16.28 4.26 AstriaTherap ATXS ... dd 6.25 +0.86 ...
50.08 22.20 UnitySoftware U ... dd 39.36 +6.66 ...
12.45 2.81 WideOpenWest WOW ... dd 3.97 ... ... 10.12 1.10 AdicetBio ACET ... dd 1.59 +0.21 ... 99.75 78.38 Amdocs DOX 2.0 19 85.69 –0.04 .435 22.44 9.04 Astronics ATRO ... dd 15.77 +0.62 ...
64.85 44.40 Universal UVV 5.1 13 63.32 +3.15 .80
49.58 28.84 Wiley A WLY 4.3 dd 32.62 +2.14 .35 19.30 7.82 AdlaiNortye ANL ... ... 9.10 –2.16 ... 106.02 69.36 Amedisys AMED ... cc 94.55 +0.85 ... 17.21 11.63 AstroNova ALOT ... 35 15.83 +0.84 ...
57.52 37.00 UniversalHealth UHT 6.4 36 44.98 +2.67 .725
49.19 28.35 Wiley B WLYB 4.1 dd 34.05 +3.43 .35 633.89 318.60 Adobe ADBE ... 49 584.68 –25.33 ... 19.08 10.86 AmerAirlines AAL ... 7 14.49 +0.73 ... 5.64 0.20 AtaraBiotherap ATRA ... dd .60 –0.07 ...
158.57 113.69 UniversalHealthB UHS .5 16 148.83 +11.38 .20 98.32 69.38 AEP AEP 4.3 19 82.23 +2.59 .83
37.45 27.80 Williams WMB 5.2 16 34.62 –0.90.4475 3.78 1.17 AdvEmissions ADES ... dd 2.60 –0.09 ... 5.19 2.77 AteaPharm AVIR ... dd 2.95 –0.06 ...
20.15 9.13 UnivInsurance UVE 4.0 7 15.97 –0.59 .13 49.00 25.26 AmerNatlBkshrs AMNB 2.5 17 48.93 +3.74 .30
209.27 109.44 Williams-Sonoma WSM 1.8 14 204.76 +9.95 .90 126.38 81.81 AdvEnergyInds AEIS .4 31 109.49 +13.17 .10 4.41 1.33 AthiraPharma ATHA ... dd 2.31 +0.34 ...
12.26 5.63 UnvlTechInst UTI ... 99 11.02 –0.86 ... 11.25 6.97 AmOutdoorBrands AOUT ... dd 7.55 –0.31 ...
74.42 51.74 Winnebago WGO 1.7 12 72.96 +2.77 .31 141.82 60.05 AdvMicroDevices AMD ... cc 139.15 +10.23 ... 50.15 33.95 AtlantaBravesC BATRK ... dd 38.13 +0.97 ...
52.15 36.27 UnumGroup UNM 3.4 7 43.55 +0.72 .365 13.74 3.76 AmerPubEduc APEI ... dd 8.11 –0.18 ... 54.94 36.78 AtlantaBravesA BATRA ... dd 41.01 –0.71 ...
5.31 4.32 Wipro WIT .2 20 5.28 +0.27.1225 3.84 1.13 AdvantageSolns ADV ... dd 3.83 +0.57 ...
18.74 13.13 UrbanEdgeProp UE 3.5 53 18.51 +1.10 .16 15.88 9.38 AmerSoftware AMSWA 4.2 39 10.42 +0.27 .11 2.63 1.49 AtlanticAmerican AAME 1.0 16 1.98 +0.07 .02
7.55 5.22 WisdomTree WT 1.9 25 6.34 –0.14 .03 8.99 1.16 Aemetis AMTX ... dd 4.92 +0.37 ...
19.11 11.17 UtzBrands UTZ 1.6 71 14.61 +1.08 .057 87.93 27.35 Wolfspeed WOLF ... dd 43.32 +3.64 ... 17.37 3.25 AmerSupercond AMSC ... dd 11.15 +1.15 ... 29.81 16.35 AtlanticaSust AY 8.4 51 21.24 +1.27.445
30.24 9.41 AerovateTherap AVTE ... dd 18.00 +0.96 ...
17.85 7.21 WolverineWwide WWW 4.5 dd 8.98 +0.04 .10 143.99 80.71 AeroVironment AVAV ... dd 126.18 +1.39 ... 93.86 47.98 AmericanWoodmark AMWD ... 14 92.36 +4.17 ... 43.70 21.65 Atlanticus ATLC ... 9 35.45 +3.50 ...
V
26.93 19.02 WoodsideEnergy WDS10.9 6 20.26 +0.63 .80 10.99 10.11 AetheriumAcqnA GMFI ... dd 10.99 +0.12 ... 127.96 58.12 AmerCarMart CRMT ... dd 72.23 +11.65 ... 231.16 116.40 Atlassian TEAM ... dd 229.56 +37.20 ...
32.13 12.85 VF VFC 1.8 dd 19.91 +1.77 .09 33.09 24.46 WooriFinl WF 8.5 3 29.95 +0.54.4096 46.96 8.62 AffirmHldgs AFRM ... dd 43.97 +1.90 ... 53.35 28.33 AmerisBancorp ABCB 1.2 13 52.16 +5.16 .15 29.40 14.80 AtourLifestyle ATAT .8 39 17.11 +0.30 .15
4.00 0.78 ViaOptronics VIAO ... dd .82 –0.08 ... 116.00 79.20 Workiva WK ... dd 99.62 +4.32 ... 11.39 0.58 AfricanAgriculture AAGR ... dd .60 –1.70 ... 4.12 2.41 AmeriServFin ASRV 4.1 17 2.95 –0.05 .03 2.05 0.19 Atreca BCEL ... dd .27 +0.03 ...
35.07 26.63 VICI Prop VICI 5.3 13 31.34 +0.83 .415 30.65 17.69 WorldKinect WKC 2.5 13 21.98 +1.09 .14 21.91 9.66 Afya AFYA ... 27 21.20 –0.16 ... 288.46 211.71 Amgen AMGN 3.3 20 275.45 +6.33 2.25 59.61 32.27 AtriCure ATRC ... dd 35.66 +1.52 ...
91.61 62.00 Agilysys AGYS ... cc 83.65 –0.42 ... 14.10 9.70 AmicusTherap FOLD ... dd 12.72 +1.50 ... 705.74 274.98 Atrion ATRI 2.4 30 363.66 +37.79 2.20
10.56 4.82 Vizio VZIO ... 71 7.55 +0.36 ... 57.57 29.69 WorthingtonEnts WOR 2.2 10 57.33 +6.16 .32
31.56 19.80 AgiosPharm AGIO ... dd 23.24 +1.19 ... 33.67 17.58 AmkorTech AMKR .9 20 33.40 +4.64.0787 24.98 18.80 AuburnNatlBncp AUBN 5.4 7 20.13 –0.37 .27
13.70 6.86 VOC Energy VOC 11.7 7 7.67 –0.12 .225 30.50 21.00 WorthingtonSteel WS ... ... 30.46 +4.38 ...
4.85 2.37 Agora API ... dd 2.65 +0.01 ... 67.66 27.58 AmphastarPharm AMPH ... 22 56.60 –0.17 ... 20.60 7.14 AudioCodes AUDC 3.0 31 12.10 +0.46 .18
7.15 3.12 VTEX VTEX ... ... 6.63 –0.20 ... 81.73 63.69 WyndhamHtls WH 1.8 23 77.88 –0.44 .35
28.95 15.91 AirT AIRT ... dd 16.60 –0.25 ... 11.98 3.90 AmtechSystems ASYS ... dd 3.93 –2.62 ... 13.50 5.99 AuraBiosciences AURA ... dd 9.00 +0.25 ...
56.75 36.45 V2X VVX ... dd 44.49 +1.42 ... 41.93 11.82 AmylyxPharm AMLX ... dd 14.23 +0.23 ...
XYZ 28.70 14.03 AirTransportSvcs ATSG ... 11 16.93 +1.33 ... 11.64 10.19 AuraFatProjectsA AFAR ... 48 10.86 +0.01 ...
5.22 3.51 VaalcoEnergy EGY 5.6 14 4.47 –0.02.0625 202.77 154.99 AnalogDevices ADI 1.7 31 200.88 +16.00 .86
154.95 81.91 Airbnb ABNB ... 18 146.60 +5.92 ... 12.43 4.07 AuriniaPharm AUPH ... dd 9.39 +0.53 ...
266.26 204.88 VailResorts MTN 3.6 42 226.88 +1.01 2.06 5.00 2.15 XFinancial XYF .0 1 3.50 –0.34 .30 32.44 13.36 AnaptysBio ANAB ... dd 19.24 +2.88 ...
9.94 2.96 AirSculptTech AIRS ... dd 6.82 +0.94 ... 3.93 1.10 AuroraInnov AUR ... dd 3.82 +1.11 ...
80.00 54.13 Valaris VAL ... 84 66.00 +0.85 ... 90.78 29.02 XPO XPO ... cc 85.34 +3.29 ... 11.93 4.90 AnavexLifeSci AVXL ... dd 8.84 +0.88 ...
119.66 70.65 AkamaiTech AKAM ... 36 119.14 +4.73 ... 13.90 7.00 AuroraTechA ATAK ... 88 7.60 –3.39 ...
19.31 12.22 Vale VALE 7.8 7 14.96 +0.28.1541 15.30 10.90 XeniaHotels XHR 3.1 32 13.07 +0.44 .10 55.24 33.20 Andersons ANDE 1.4 32 54.74 +1.70 .185
58.38 11.25 AkeroTherap AKRO ... dd 22.91 +3.04 ... 0.25 0.07 AuroraTechRt ATAKR ... ... .18 +0.01 ...
5.99 1.95 ValensSemicon VLN ... dd 2.39 +0.04 ... 7.55 2.00 XinyuanRealEst XIN ... dd 2.66 –0.09 ... 3.49 0.63 Anghami ANGH ... dd .94 –0.41 ...
12.90 3.04 Akoya AKYA ... dd 4.44 +0.03 ... 243.17 179.61 Autodesk ADSK ... 57 242.29 +18.28 ...
152.20 104.18 ValeroEnergy VLO 3.2 4 128.57 +5.83 1.02 23.62 7.51 XPeng XPEV ... dd 14.47 –0.68 ... 4.18 1.55 Angi ANGI ... dd 2.48 ... ... 5.14 1.61 AutolusTherap AUTL ... dd 5.01 +0.65 ...
62.64 44.92 Alarm.com ALRM ... 48 60.77 +3.80 ...
26.60 10.80 Valhi VHI 2.3 dd 13.78 –0.86 .08 13.62 7.91 Xperi XPER ... dd 10.53 +0.61 ... 11.28 10.17 AlchemyInv1 A ALCY ... 81 10.42 ... ... 15.96 6.01 AngioDynamics ANGO ... 49 7.48 +0.52 ... 256.84 201.46 ADP ADP 2.4 28 234.14 +4.87 1.40
341.81 188.63 ValmontInds VMI 1.1 31 224.05 +4.12 .60 33.58 8.30 XponentialFit XPOF ... dd 11.19 +0.59 ... 9.86 3.66 Alector ALEC ... dd 8.28 +2.16 ... 32.33 16.54 AnikaTherap ANIK ... dd 22.32 –0.14 ... 16.85 6.29 AvadelPharm AVDL ... dd 13.99 –0.20 ...
39.67 29.15 Valvoline VVV ... dd 36.94 +1.89 ... 118.58 87.59 Xylem XYL 1.2 45 110.72 +4.34 .33 9.20 5.64 AlgomaSteel ASTL 2.3 45 8.71 +0.56 .05 7.65 1.57 Annexon ANNX ... dd 2.79 +0.14 ... 2.96 0.67 AveannaHealth AVAH ... dd 2.37 –0.25 ...
14.39 9.86 VectorGroup VGR 7.1 10 11.25 +0.29 .20 51.60 34.70 Yeti YETI ... 71 51.41 +5.51 ... 31.00 22.58 Alico ALCO .7 cc 29.45 –0.45 .05 94.75 19.83 ApellisPharm APLS ... dd 52.68 –10.05 ... 8.61 3.89 AvePoint AVPT ... dd 8.50 +0.51 ...
225.49 157.00 VeevaSystems VEEV ... 52 180.67 +7.96 ... 18.23 7.28 YPF YPF ... 7 17.04 –0.10 ... 413.20 176.34 AlignTech ALGN ... 54 255.01 +33.78 ... 52.31 36.62 ApogeeEnt APOG 1.9 11 51.64 +2.84 .24 39.80 21.15 AviatNetworks AVNW ... 21 32.71 +0.49 ...
3.95 0.50 Velo3D VLD ... dd .57 –0.07 ... 6.44 3.40 Yalla YALA ... 10 5.90 –0.27 ... 13.05 4.88 AlignmentHlthcr ALHC ... dd 7.93 –0.07 ... 25.54 14.19 ApogeeTherap APGE ... ... 22.84 +1.36 ... 25.74 4.83 AvidityBio RNA ... dd 8.65 +1.11 ...
18.05 7.81 VelocityFinl VEL ... 13 15.85 +1.15 ... 1.82 0.60 YatsenHolding YSG ... dd .71 –0.08 ... 2.41 0.54 AligosTherap ALGS ... ... .59 +0.01 ... 49.00 0.55 ApollomicsA APLM ... ... .79 –0.05 ... 12.75 6.88 AvidXchange AVDX ... dd 11.76 +0.56 ...
53.15 39.33 Ventas VTR 3.6 cc 49.35 +2.63 .45 47.59 25.30 Yelp YELP ... 35 44.79 +0.96 ... 4.10 1.30 AlimeraSciences ALIM ... dd 4.00 +0.29 ... 211.41 100.20 AppFolio APPF ... dd 178.61 –4.38 ... 251.26 153.55 AvisBudget CAR .0 4 194.44 +4.6910.00
89.00 65.51 Veralto VLTO ... 23 78.85 +3.42 ... 14.35 5.29 Yext YEXT ... dd 5.61 –0.07 ... 24.34 10.93 AlkamiTech ALKT ... dd 23.32 +0.83 ... 54.26 29.80 Appian APPN ... dd 38.32 +1.78 ... 51.65 39.64 Avnet AVT 2.5 6 49.22 +1.72 .31
18.98 13.07 VerisResidential VRE 1.3 dd 15.23 +0.26 .05 31.34 20.46 Alkermes ALKS ... 22 27.42 +1.56 ... 199.62 124.17 Apple AAPL .5 32 197.57 +1.86 .24 1.94 1.05 Aware AWRE ... dd 1.51 –0.12 ...
3.85 1.18 YirenDigital YRD ... 1 2.92 –0.07 ...
42.58 30.14 Verizon VZ 7.1 8 37.37 –0.88 .665 8.73 1.48 Allakos ALLK ... dd 3.00 –0.11 ... 11.62 1.45 AppliedDigital APLD ... dd 6.51 –0.07 ... 201.00 75.73 AxcelisTechs ACLS ... 19 136.09 +13.40 ...
10.00 3.38 Youdao DAO ... dd 4.02 +0.19 ...
18.28 10.72 VermilionEnergy VET 2.2 3 12.06 +0.69 .072 3.45 0.64 Allbirds BIRD ... dd 1.11 +0.05 ... 164.21 93.68 ApplMaterials AMAT .8 20 161.95 +14.23 .32 256.82 162.39 AxonEnterprise AXON ... cc 255.98 +19.60 ...
143.25 115.53 Yum!Brands YUM 1.9 24 128.64 +4.30 .605
4.16 0.60 VerticalAerospace EVTL ... dd .74 –0.07 ... 130.93 54.87 AllegiantTravel ALGT 2.9 9 82.25 +7.14 .60 23.95 1.60 AppliedOptoelec AAOI ... dd 21.73 +1.97 ... 68.22 47.59 Axonics AXNX ... dd 58.28 +1.46 ...
64.70 38.99 YumChina YUMC 1.3 22 40.03 +0.12 .13
53.05 24.66 AllegroMicro ALGM ... 24 31.21 +4.37 ... 3.42 0.70 AppliedTherap APLT ... dd 2.96 –0.15 ... 91.29 53.71 AxsomeTherap AXSM ... dd 72.99 +2.81 ...
50.23 11.95 Vertiv VRT .1 73 47.73 +0.59 .025 25.12 6.39 ZimIntShipping ZIM 97.0 dd 9.64 +2.286.40
24.30 17.05 AllianceResource ARLP14.6 3 19.21 –0.14 .70 45.11 9.14 Applovin APP ... cc 39.95 +2.59 ... 62.99 36.01 Azenta AZTA ... dd 62.00 +4.40 ...
20.25 13.83 Vestis VSTS .7 ... 19.37 +0.35 .035 ... ... ZKH ZKH ... ... 15.50 ... ...
56.46 45.15 AlliantEnergy LNT 3.6 19 50.62 –0.76.4525 11.19 9.86 APxAcqnI A APXI ... 84 11.17 +0.06 ...
36.35 17.10 Viad VVI ... cc 35.11 +1.31 ... 30.05 19.72 ZTO Express ZTO .0 13 19.83 –1.48 .37 7.97 1.41 ApyxMedical APYX ... dd 2.35 +0.23 ... B
3.56 0.20 VicariousSurgical RBOT ... dd .32 +0.05 ... 44.88 25.12 Allient ALNT .4 22 31.21 +3.29 .03
10.78 9.97 ZalatorisAcqn TCOA ... 62 10.69 +0.07 ... 2.69 0.72 AquestiveTherap AQST ... dd 2.00 –0.10 ... 18.70 9.40 BCB Bancorp BCBP 4.9 6 12.94 +0.90 .16
47.22 13.62 Victoria'sSecret VSCO ... 22 25.89 –0.36 ... 8.44 2.23 AllogeneTherap ALLO ... dd 2.71 +0.24 ...
2.19 0.96 ZeppHealth ZEPP ... dd 1.48 –0.03 ... 2.46 0.11 Aravive ARAV ... dd .14 +0.01 ... 6.74 3.71 BGC BGC .7 cc 6.15 –0.24 .01
3.93 1.19 Allot ALLT ... dd 1.40 +0.09 ...
8.48 1.00 VinceHolding VNCE ... 1 1.16 –0.04 ... 11.28 7.24 ZetaGlobal ZETA ... dd 8.55 +0.65 ... 3.15 1.69 ArbutusBiopharma ABUS ... dd 2.24 +0.17 ... 37.83 21.64 BJsRestaurants BJRI ... 50 32.69 –0.06 ...
7.24 1.31 AlloVir ALVR ... dd 2.37 +0.02 ...
19.13 12.97 Vipshop VIPS ... 9 16.75 +1.48 ... 5.24 1.66 ZeviaPBC ZVIA ... dd 2.01 +0.01 ... 125.48 68.00 ArcBest ARCB .4 25 114.17 +6.41 .12 106.47 62.42 BOK Fin BOKF 2.6 9 84.88 +6.01 .55
242.97 148.10 AlnylamPharm ALNY ... dd 185.24 +15.20 ...
6.61 1.38 VirginGalactic SPCE ... dd 2.51 +0.18 ... 2.11 0.65 Zhihu ZH ... dd .95 –0.05 ... 59.09 26.32 Arcellx ACLX ... dd 51.12 –5.10 ... 32.12 17.33 BRP Group BRP ... dd 22.61 +3.36 ...
53.60 3.50 VirnetX VHC .0 dd 6.83 –1.3020.00 149.25 102.00 ZimmerBiomet ZBH .8 53 118.69 +1.39 .24 90.65 59.96 ArchCapital ACGL ... 9 73.42 –5.88 ... 92.74 57.15 BRP DOOO .8 8 65.12 +4.03.1334
263.25 202.13 Visa V .8 32 258.03 +2.29 .52 24.05 10.27 ZipRecruiter ZIP ... 24 13.98 +0.51 ... Nasdaq Issues includes stocks traded on the Nasdaq 6.14 0.52 Arcimoto FUV ... dd .68 –0.11 ... 60.72 16.65 B RileyFin RILY 19.6 dd 20.45 –4.83 1.00
30.10 20.51 Vishay VSH 1.7 10 24.18 +1.05 .10 201.92 140.76 Zoetis ZTS .9 40 196.29 +11.69 .432 Global Select and Nasdaq Global Market tiers. They are 37.75 14.21 ArcturusTherap ARCT ... 8 28.88 +5.09 ... 8.19 3.50 Backblaze BLZE ... dd 7.77 –0.07 ...
eligible for inclusion on the basis of SEC-approved
45.69 27.94 VishayPrecision VPG ... 14 31.38 +0.64 ... 12.12 5.50 Zuora ZUO ... dd 8.69 +0.15 ... market value of publicly-held shares, trading volume, 17.57 1.76 ArcutisBiotherap ARQT ... dd 2.44 +0.28 ... 160.88 103.32 Baidu BIDU ... 13 114.12 +0.67 ...
33.14 12.29 VistaEnergy VIST ... 8 28.61 –1.78 ... 30.87 19.29 ZurnElkayWater ZWS 1.1 48 29.35 –0.04 .08 price and number of market-makers. 5.96 1.70 Ardelyx ARDX ... dd 5.91 +0.68 ... 13.58 1.31 Baijiayun RTC ... ... 1.54 +0.03 ...
D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
37.58 26.12 BakerHughes BKR 2.4 20 33.58 +1.34 .20 34.38 27.60 CSX CSX 1.3 18 34.00 +1.04 .11 890.00 470.00 CocaColaCon COKE .2 18 856.00 +49.7416.00 43.24 26.27 DentsplySirona XRAY 1.6 dd 34.38 +2.50 .14 11.47 10.22 EvergreenA EVGR ... 41 11.22 +0.10 ...
144.70 110.74 Balchem BCPC .6 44 140.25 +7.12 .79 26.51 10.66 CVB Fin CVBF 3.8 12 20.89 +1.27 .20 66.79 53.22 Coca-ColaEuro CCEP 3.0 17 64.69 +1.28 1.23 86.18 66.46 DescartesSystems DSGX ... 64 84.29 +1.33 ... 65.39 46.92 Evergy EVRG 5.0 18 51.76 +0.20.6425
7.10 3.13 BallardPower BLDP ... dd 3.72 +0.07 ... 21.89 5.88 CabalettaBio CABA ... dd 20.55 +4.32 ... 6.98 1.45 Codexis CDXS ... dd 2.88 +0.60 ... 10.72 1.94 DesignTherap DSGN ... dd 2.56 +0.13 ... 18.86 5.36 EverQuote EVER ... dd 11.96 +1.70 ...
104.00 68.44 BancFirst BANF 1.8 14 94.48 +2.28 .43 12.52 10.23 CactusAcqn1 A CCTS ... 64 10.92 ... ... 25.95 16.00 CodorusValleyBncp CVLY 2.7 9 25.54 +4.95 .17 7.57 3.64 DestinationXL DXLG ... 10 4.50 +0.38 ... 10.50 5.15 EverspinTech MRAM ... 23 8.40 –0.33 ...
29.07 9.34 Bandwidth BAND ... dd 13.58 +1.58 ... 279.33 154.88 CadenceDesign CDNS ... 77 271.52 +11.59 ... 15.68 3.67 CogentBio COGT ... dd 4.88 –3.76 ... 3.24 2.12 Deswell DSWL 7.5 7 2.67 +0.11 .10 8.16 1.88 EVgo EVGO ... dd 3.49 +0.45 ...
52.36 30.72 BankOZK OZK 3.0 9 50.08 +5.01 .37 60.27 38.33 CaesarsEnt CZR ... 15 47.95 +3.76 ... 75.00 54.57 CogentComm CCOI 5.2 3 71.74 +2.49 .955 139.55 74.75 DexCom DXCM ... cc 122.59 +5.62 ... 11.49 6.51 Evolus EOLS ... dd 9.90 +0.12 ...
30.86 19.53 Bank7 BSVN 3.0 7 28.22 +3.30 .21 6.55 3.50 Caesarstone CSTE ... dd 3.94 –0.29 ... 59.51 34.28 Cognex CGNX .7 46 41.84 +3.77 .075 193.20 145.86 DiamondHillInvt DHIL 3.6 12 167.00 +2.60 1.50 13.49 7.80 Evotec EVO ... dd 11.02 +1.30 ...
10.60 7.17 BankFinancial BFIN 3.9 12 10.29 +1.20 .10 65.32 42.25 Cal-MaineFoods CALM .0 4 55.44 +3.74.006 3.49 0.90 CognitionTherap CGTX ... dd 2.04 +0.38 ... 171.40 119.01 DiamondbkEner FANG 2.2 9 153.11 +4.38 2.53 3.92 1.33 Exagen XGN ... dd 1.55 –0.04 ...
31.61 21.22 BankwellFinl BWFG 2.7 6 30.00 +2.22 .20 5.36 0.22 CalAmp CAMP ... dd .29 –0.03 ... 76.64 54.25 CognizantTech CTSH 1.5 19 76.17 +5.84 .29 42.95 21.25 DigiIntl DGII ... 37 24.80 +0.54 ... 11.10 10.13 ExcelFinAcqnA XFIN ... dd 10.67 –0.01 ...
67.30 39.31 Banner BANR 3.6 9 53.87 +4.01 .48 38.97 21.59 CalavoGrowers CVGW 1.4 dd 27.62 +0.40 .10 6.94 2.31 CognyteSoftware CGNT ... dd 6.61 +0.96 ... 38.35 16.13 Digimarc DMRC ... dd 36.83 +2.84 ... 23.70 15.32 Exelixis EXEL ... 83 23.41 +1.41 ...
16.57 5.90 BanzaiIntl BNZI ... dd 6.49 –4.90 ... 26.17 12.78 CaliforniaBncp CALB ... 9 24.83 +0.13 ... 10.99 1.43 CoherusBioSci CHRS ... dd 2.17 –0.05 ... 25.85 12.34 DigitalWorldA DWAC ... dd 17.59 +0.42 ... 44.37 35.32 Exelon EXC 4.1 17 35.49 –3.72 .36
8.62 2.64 Baozun BZUN ... dd 2.97 +0.04 ... 25.64 15.25 CalliditasTherap CALT ... dd 22.09 +3.90 ... 43.99 29.07 Cohu COHU ... 32 34.44 +1.53 ... 33.55 15.57 DimeCommBcshs DCOM 3.9 9 25.74 +2.23 .25 35.94 25.17 ExlService EXLS ... 29 30.38 +1.31 ...
5.10 1.64 BarinthusBio BRNS ... dd 3.26 +0.22 ... 20.25 11.91 CalumetSpecialty CLMT ... 33 16.97 –0.31 ... 154.74 31.55 CoinbaseGlbl COIN ... dd 147.90 +1.28 ... 52.73 50.22 DimenGlbxUS DFGX .1 ... 52.62 +0.96.0025 25.39 9.96 eXpWorld EXPI 1.3 cc 15.13 +0.44 .05
115.39 76.22 BarrettBus BBSI 1.1 17 114.11 +3.04 .30 23.26 3.53 CambiumNtwks CMBM ... dd 5.15 +0.46 ... 38.40 1.15 CollectiveAudience CAUD ... dd 1.49 –0.37 ... 97.45 60.00 Diodes DIOD ... 12 77.81 +5.76 ... 149.94 82.39 Expedia EXPE ... 26 145.99 +0.49 ...
19.99 13.30 BassettFurniture BSET 4.7 21 15.40 –2.39 .18 42.95 26.52 CamdenNational CAC 4.4 11 37.86 +1.34 .42 30.22 20.83 CollegiumPharm COLL ... cc 29.64 +2.31 ... 66.61 11.80 DiscMedicine IRON ... dd 58.72 –2.29 ... 11.65 1.52 Expensify EXFY ... dd 2.33 –0.12 ...
23.02 15.02 BayCom BCML 1.7 10 23.00 +1.15 .10 68.25 20.83 Camtek CAMT ... 38 62.48 –1.13 ... 129.95 83.38 ColliersIntl CIGI .3 cc 118.70 +9.19 .15 11.35 10.15 DistokenAcqn DIST ... 93 11.30 +0.65 ... 112.75 64.61 Exponent EXPO 1.2 43 84.64 +1.22 .26
87.46 50.42 BeaconRoofing BECN ... dd 84.25 +3.75 ... 3.98 1.13 Canaan CAN ... dd 1.92 +0.50 ... 13.97 4.70 Collplant CLGN ... dd 5.22 +0.05 ... 0.49 0.10 DistokenAcqnRt DISTR ... ... .15 +0.01 ... 11.52 4.09 Exscientia EXAI ... dd 5.87 +0.29 ...
50.74 16.95 BeamTherap BEAM ... dd 28.42 +2.02 ... 45.29 17.82 CanadianSolar CSIQ ... 5 24.19 +2.10 ... 13.98 8.59 ColonyBankcorp CBAN 3.5 10 12.72 +1.14 .11 32.87 17.01 DistributionSoln DSGR ... cc 29.59 +2.61 ... 32.73 14.63 ExtremeNetworks EXTR ... 25 18.00 +0.99 ...
1.39 0.60 BeasleyBroadcast BBGI ... dd .77 –0.01 ... 3.06 0.66 CandelTherap CADL ... dd 1.34 +0.44 ... 33.24 17.54 ColumbiaBanking COLB 5.3 13 27.18 +2.28 .36 3.30 0.61 DiversifiedHlthcr DHC 1.3 dd 2.97 +0.49 .01 24.16 2.19 EyePointPharm EYPT ... dd 19.55 +0.40 ...
280.62 156.56 BeiGene BGNE ... dd 183.07 +8.07 ... 3.22 0.35 CanopyGrowth CGC ... dd .52 –0.28 ... 22.23 14.11 ColumbiaFinl CLBK ... 39 19.14 +0.85 ... 1.36 0.46 DixieGroup DXYN ... dd .84 –0.04 ... 9.73 7.70 Ezcorp EZPW ... 20 8.72 +0.03 ...
69.21 29.82 BelFuse A BELFA .4 12 62.61 +8.56 .06 8.29 3.86 Cantaloupe CTLP ... 50 7.20 +0.05 ... 98.32 66.01 ColumbiaSportswr COLM 1.5 18 81.51 +1.38 .30 24.22 9.04 dLocal DLO ... 34 16.29 –0.69 ... F
64.76 30.11 BelFuse B BELFB .4 10 63.61 +7.12 .07 31.60 14.27 CanterburyPark CPHC 1.4 9 19.49 –1.44 .07 42.87 30.05 ColumbusMcKinn CMCO .7 22 38.62 +2.36 .07 52.67 29.40 Docebo DCBO ... cc 48.88 +2.65 ...
16.50 0.36 Beneficient BENF ... dd .48 +0.06 ... 24.66 15.32 CapitalBancorp CBNK 1.2 10 24.24 +1.67 .08 47.46 33.78 Comcast A CMCSA 2.6 12 44.48 +2.38 .29 69.45 38.11 DocuSign DOCU ... cc 63.11 +13.38 ... 36.74 10.30 FARO Tech FARO ... dd 21.13 +1.73 ...
55.37 33.75 BentleySystems BSY .4 93 50.25 –0.34 .05 36.86 26.12 CapitalCityBank CCBG 2.7 9 30.07 +1.61 .20 66.86 40.91 CommerceBcshrs CBSH 1.9 14 53.96 +1.87.2571 161.10 102.77 DollarTree DLTR ... 25 130.81 +6.40 ... 177.92 127.05 F5 FFIV ... 27 177.62 +6.80 ...
10.74 6.23 Berry(bry) BRY 6.9 13 6.91 –0.05 .09 16.10 11.93 CapitalProduct CPLP 4.3 5 13.80 +0.39 .15 11.96 5.48 CommVehicle CVGI ... dd 6.81 +0.10 ... 19.09 7.78 Domo DOMO ... dd 9.63 +0.39 ... 3.18 1.00 FGFinancial FGF ... 6 1.34 +0.02 ...
62.91 0.34 BetterHome&Fin BETR ... dd .65 +0.22 ... 23.68 16.34 CapitalSouthwest CSWC 9.5 13 23.17 +0.08 .06 9.34 1.34 CommScope COMM ... dd 2.53 +0.69 ... 15.76 13.47 DonegalGroup A DGICA 4.9 46 14.02 –0.44 .17 162.40 1.04 FLJ FLJ ... ... 1.33 –0.18 ...
22.87 5.58 BeyondMeat BYND ... dd 9.99 +0.90 ... 11.77 10.09 CapitalworksEMA CMCA ... 43 10.94 +0.11 ... 47.35 32.68 CmntyTrBcp CTBI 4.3 9 43.19 +1.08 .46 20.18 12.50 DonegalGroup B DGICB 4.0 55 15.17 +1.42.1525 64.00 52.45 FRP Holdings FRPH ... cc 62.69 +3.99 ...
31.91 12.54 BicycleTherap BCYC ... dd 17.51 +1.72 ... 8.93 4.22 CapitolFedFin CFFN 5.3 dd 6.47 +0.69 .085 16.97 10.38 CommWestBcshs CWBC 1.9 15 16.95 +2.10 .08 103.98 45.93 DoorDash DASH ... dd 101.57 +1.57 ... 10.66 9.97 FTACEmeraldA EMLD ... ... 10.56 +0.03 ...
10.83 5.00 Big5SportingGds BGFV 7.5 42 6.68 +0.54 .125 19.47 11.22 CapStarFin CSTR 2.3 12 18.73 +0.99 .11 78.80 53.20 CommvaultSystems CVLT ... dd 78.08 +2.84 ... 33.18 26.50 DorchesterMnls DMLP11.9 12 31.03 +1.03.8451 45.73 16.19 FTAI Aviation FTAI ... 36 44.30 +0.43 ...
13.39 6.81 BigCommerce BIGC ... dd 9.33 +0.23 ... 12.00 1.15 Captivision CAPT ... 18 3.21 –0.18 ... 12.00 9.93 CompassDigitalAcqn CDAQ ... 41 10.56 +0.01 ... 102.25 60.01 DormanProducts DORM ... 26 80.27 +5.45 ... 4.33 2.35 FTAI Infra FIP 2.8 dd 4.28 +0.50 .03
29.46 10.92 Bilibili BILI ... dd 11.96 +0.03 ... 12.49 0.90 CaraTherap CARA ... dd 1.23 –0.02 ... 16.00 0.90 CompleteSolaria CSLR ... dd 1.50 +0.20 ... 10.95 6.95 DoubleDown DDI ... dd 7.95 –0.25 ... 3.87 0.28 FTC Solar FTCI ... dd .94 +0.19 ...
89.91 51.79 Bio-Techne TECH .4 50 75.99 +7.68 .08 197.99 6.30 CarbonRevolution CREV ... cc 28.67 –4.10 ... 7.90 4.42 CompoSecure CMPO ... 6 4.91 +0.01 ... 2.12 0.70 DouYuIntl DOYU ... 13 .78 –0.01 ... 44.00 7.17 Falcon'sBeyondGlbl FBYD ... dd 12.36 +0.94 ...
9.23 1.24 BioAtla BCAB ... dd 2.11 +0.52 ... 19.57 2.57 Cardlytics CDLX ... dd 8.62 +0.18 ... 31.62 9.78 ComputerPrograms CPSI ... dd 11.15 +0.75 ... 39.35 10.69 DraftKings DKNG ... dd 35.35 –0.55 ... 26.55 0.48 FangddNetwork DUO ... ... .54 –0.11 ...
14.20 9.76 BioceresCrop BIOX ... 63 13.52 +0.84 ... 4.51 0.68 Carecloud CCLD ... dd .76 –0.27 ... 1.48 0.48 comScore SCOR ... dd .75 +0.10 ... 28.75 0.50 DragonflyEnergy DFLI ... dd .52 –0.07 ... 9.54 5.19 Fanhua FANH ... 5 5.25 –2.11 ...
12.08 4.83 BioCryst BCRX ... dd 6.19 +0.50 ... 18.04 4.80 CareDx CDNA ... dd 9.97 +0.16 ... 16.87 7.26 ComtechTel CMTL 5.1 dd 7.92 –0.87 .10 31.47 10.61 DrivenBrands DRVN ... dd 14.05 +1.26 ... 5.39 1.75 FarmerBros FARM ... dd 3.00 –0.11 ...
2.53 1.03 Biodesix BDSX ... dd 1.57 +0.01 ... 4.89 0.46 CareMax CMAX ... dd .47 –0.24 ... 151.82 70.58 Concentrix CNXC 1.2 14 96.06 +1.48.3025 29.71 18.71 Dropbox DBX ... 19 29.62 +2.03 ... 64.29 45.70 Fastenal FAST 2.2 32 64.16 +1.87 .38
319.76 220.86 Biogen BIIB ... 25 248.13 +8.84 ... 24.22 12.95 CarGurus CARG ... 13 23.69 +2.10 ... 4.95 2.40 Conduent CNDT ... dd 3.44 +0.21 ... 7.88 4.65 DuluthHoldings DLTH ... dd 5.17 +0.18 ... 14.11 1.63 FateTherap FATE ... dd 3.02 +0.78 ...
117.77 76.02 BioMarinPharm BMRN ... cc 97.16 +4.22 ... 8.59 3.44 CaribouBio CRBU ... dd 6.09 +0.28 ... 25.00 0.95 ConduitPharm CDT ... cc 7.06 +1.91 ... 239.75 64.73 Duolingo DUOL ... dd 231.49 +16.74 ... 11.99 10.07 FeutuneLightA FLFV ... 92 10.73 –0.06 ...
43.69 6.63 BiomeaFusion BMEA ... dd 14.17 –2.72 ... 13.00 2.18 CarismaTherap CARM ... dd 2.62 +0.10 ... 41.22 14.69 Confluent CFLT ... dd 24.97 +2.29 ... 15.15 9.42 DynavaxTechs DVAX ... 36 13.66 +0.35 ... 0.53 0.01 FeutuneLightRt FLFVR ... ... .13 –0.01 ...
7.71 0.93 Bionomics BNOX ... dd 1.19 –0.06 ... 42.49 25.20 Carlyle CG 3.3 73 41.84 +4.91 .35 2.08 0.65 Conifer CNFR ... dd 1.14 –0.24 ... 15.60 6.40 DyneTherap DYN ... dd 12.70 +1.52 ... 25.69 0.33 FibroGen FGEN ... dd .68 +0.06 ...
183.64 88.00 BioNTech BNTX ... 9 102.20 –1.23 ... 15.89 13.08 CarlyleSecured CGBD 9.6 12 15.35 +0.06 .07 2.84 0.53 ConnectBiopharma CNTB ... dd .94 +0.02 ... 60.84 35.51 FidelityD&D FDBC 2.5 14 60.00 +3.69 .38
E 38.06 22.11 FifthThirdBncp FITB 4.0 10 35.03 +3.78 .35
7.68 1.05 BioraTherap BIOR ... dd 1.36 +0.19 ... 7.44 2.50 CarParts.com PRTS ... dd 3.37 +0.19 ... 26.12 13.11 ConnectOneBncp CNOB 3.0 10 22.99 +1.68 .17
8.22 2.75 Biote BTMD ... dd 5.10 –0.36 ... 8.38 1.31 CarrolsRestr TAST 1.1 dd 7.28 –0.56 .02 11.69 2.55 Conn's CONN ... dd 3.04 +0.20 ... 11.32 2.00 ECARX ECX ... dd 2.00 –0.41 ... 25.85 13.84 FinInstitutions FISI 5.9 6 20.28 +1.51 .30
5.52 0.80 Bioventus BVS ... dd 5.17 +0.13 ... 17.70 10.43 CarterBkshrs CARE ... 9 14.61 +0.97 ... 62.08 18.33 ConsensusCloud CCSI ... 7 26.62 +1.09 ... 17.00 1.60 ECDAutoDesign ECDA ... dd 1.68 –7.42 ... 24.00 2.96 FinchTherap FNCH ... dd 3.44 –0.40 ...
3.18 0.38 Bitfarms BITF ... dd 2.97 +0.38 ... 11.92 10.22 CartesianGrwIIA RENE ... 36 10.93 –0.01 ... 4.79 2.10 ConsldComm CNSL ... dd 4.41 +0.04 ... 12.65 3.60 EDAP TMS EDAP ... ... 5.14 –0.04 ... 11.50 10.23 FinnovateAcqnA FNVT ... 67 11.05 +0.02 ...
6.85 1.22 BlackDiamond BDTX ... dd 2.71 –0.29 ... 1.99 0.66 CartesianTherap RNAC ... dd .75 +0.02 ... 38.29 13.66 ConsldWater CWCO 1.1 26 35.29 –0.56 .095 12.34 10.26 EsgenAcqnA ESAC ... dd 11.25 –0.01 ... 11.00 10.15 FintechEcoA FEXD ... cc 10.73 ... ...
87.99 53.39 Blackbaud BLKB ... dd 86.54 +0.68 ... 12.67 10.32 CarticaAcqnA CITE ... 30 10.86 +0.01 ... 127.24 71.16 ConstellationEner CEG .9 23 118.75 +7.54 .282 24.72 0.40 ESGL ESGL ... dd .51 –0.10 ... 0.98 0.08 FintechEcoRt FEXDR ... ... .08 –0.02 ...
77.90 47.27 BlackLine BL ... cc 62.11 +1.04 ... 3.97 0.36 CasaSystems CASA ... dd .48 –0.07 ... 45.08 24.12 ConstructionPtrs ROAD ... 46 43.32 +1.08 ... 10.21 10.05 ESH Acqn A ESHA ... cc 10.21 +0.01 ... 13.55 7.61 FinWiseBancorp FINW ... 9 13.55 +1.55 ...
4.00 3.03 BlackRockCapInvt BKCC10.3 18 3.90 –0.01 .10 95.78 72.33 CasellaWaste CWST ... cc 86.43 +2.46 ... 13.75 7.01 ConsumerPtfo CPSS ... 4 9.29 –0.26 ... 1.35 0.12 ESH Acqn Rt ESHAR ... ... .15 +0.02 ... 16.50 11.90 FirstAdvantage FA .0 56 16.25 +0.59 1.50
13.52 9.60 BlkRkTCPCap TCPC11.6 cc 11.71 –0.42 .25 286.62 202.13 CaseysGenStores CASY .6 21 267.70 –0.31 .43 32.10 3.55 ContextLogic WISH ... dd 5.58 +0.13 ... 21.21 12.79 ESSA Bancorp ESSA 3.1 10 19.50 +1.21 .15 43.74 26.00 FirstBancorpNC FBNC 2.3 13 37.49 +3.36 .22
11.05 10.03 bleuacaciaA BLEU ... 53 10.68 +0.06 ... 51.48 35.05 CassInfoSys CASS 2.7 20 45.18 +3.32 .30 399.62 303.74 Cooper COO .0 62 363.20 +28.20 .03 18.37 11.26 EagleBncpMT EBMT 4.0 10 14.07 +0.30 .14 30.84 22.33 FirstBancorp FNLC 5.3 9 26.53 +0.75 .35
0.11 0.01 bleuacaciaRt BLEUR ... ... .05 +0.01 ... 29.59 9.26 CastleBiosci CSTL ... dd 20.07 –0.10 ... 51.53 29.62 Copart CPRT ... 36 48.91 +1.52 ... 34.56 4.62 EaglePharm EGRX ... 5 4.63 –1.22 ... 32.36 22.82 FirstBancshares FBMS 3.4 11 28.60 +1.10 .24
12.80 10.17 BlockchainCoinIA BCSA ... cc 10.86 +0.01 ... 45.69 27.24 CathayGenBncp CATY 3.1 9 44.24 +4.30 .34 6.09 2.57 CorMedix CRMD ... dd 3.31 –0.25 ... 16.80 1.47 Eargo EAR ... dd 2.54 –0.05 ... 14.64 8.59 FirstBank FRBA 1.7 13 14.42 +0.84 .06
28.67 19.97 Bloomin'Brands BLMN 3.7 10 26.17 +1.61 .24 340.88 219.92 CavcoIndustries CVCO ... 15 332.15 +25.33 ... 20.72 11.45 CorsairGaming CRSR ... cc 14.63 +0.90 ... 80.98 33.86 EastWestBncp EWBC 2.7 8 71.38 +2.76 .48 25.73 16.26 FirstBusey BUSE 3.9 10 24.38 +0.77 .24
28.80 9.22 BlueBird BLBD ... 34 24.89 +3.31 ... 20.75 10.68 CECO Env CECO ... 41 20.17 +0.51 ... 239.95 136.22 Corvel CRVL ... 54 233.64 +9.22 ... 18.10 9.93 EasternBankshares EBC 3.0 dd 14.49 +1.57 .11 38.74 24.57 FirstBusFinSvcs FBIZ 2.4 9 38.65 +2.72.2275
13.05 7.08 BlueFoundryBncp BLFY ... dd 10.00 +0.66 ... 8.69 3.96 CellebriteDI CLBT ... dd 8.24 –0.31 ... 4.19 0.61 CorvusPharm CRVS ... dd 1.53 –0.39 ... 26.04 15.30 Eastern EML 1.9 28 22.80 +3.90 .11 1528.12 505.84 FirstCitizBcshA FCNCA .5 2 1430.73 –15.74 1.64
11.42 10.22 BlueOceanA BOCN ... 45 10.76 –0.01 ... 4.04 0.96 Cellectis CLLS ... dd 3.20 +0.23 ... 92.36 65.12 CoStar CSGP ... 88 87.57 +5.18 ... 12.60 2.52 EbangIntl EBON ... dd 7.26 –0.59 ... 38.55 22.55 FirstCommBkshs FCBC 3.1 13 37.41 +1.91 .29
11.19 10.18 BlueWorldA BWAQ ... 49 11.01 –0.02 ... 8.65 3.00 CentessaPharm CNTA ... dd 7.11 +0.46 ... 661.88 447.90 Costco COST .6 45 658.82 +48.04 1.02 52.23 37.17 eBay EBAY 2.4 8 41.75 +0.46 .25 26.53 17.23 FirstFinBncpOH FFBC 3.9 8 23.63 +0.98 .23
8.52 2.52 bluebirdbio BLUE ... dd 3.27 +0.41 ... 2.52 0.61 Centogene CNTG ... ... 1.16 –0.10 ... 24.61 12.36 Couchbase BASE ... dd 23.84 +3.49 ... 32.87 3.11 Ebix EBIX ... 31 4.93 –0.05 ... 38.24 22.84 FirstFinBkshs FFIN 2.4 20 30.09 +1.57 .18
48.53 35.60 CentralGarden CENT ... 20 48.14 +3.25 ... 24.80 9.53 EchoStar SATS ... 12 13.31 +0.27 ... 46.64 31.00 FirstFinIN THFF 4.2 8 42.42 +1.69 .45
88.04 37.82 BlueprintMed BPMC ... dd 87.93 +13.95 ... 57.57 29.34 CovenantLogist CVLG 1.0 11 43.82 +2.04 .11
2.03 0.84 BoltBiotherap BOLT ... dd 1.07 +0.17 ... 45.93 33.77 CentralGardenA CENTA ... 18 42.08 +2.11 ... 121.17 62.69 CrackerBarrel CBRL 6.5 20 80.32 +7.13 1.30 11.48 5.12 EdgewiseTherap EWTX ... dd 7.29 +0.32 ... 15.40 9.70 FirstFinNW FFNW 3.9 15 13.34 +0.85 .13
3495.00 1907.38 Booking BKNG ... 24 3479.12 +204.12 ... 12.97 5.70 CenturyAluminum CENX ... dd 9.74 +1.84 ... 5.80 3.28 CreativeMedia CMCT 9.9 dd 3.44 –0.22 .085 11.93 6.08 EditasMedicine EDIT ... dd 10.93 +0.42 ... 24.95 9.24 FirstGuarBcshs FGBI 5.5 12 11.73 +1.69 .16
10.31 10.10 BowenAcqn BOWN ... ... 10.30 +0.02 ... 8.17 1.28 CenturyTherap IPSC ... dd 2.91 +0.53 ... 576.05 358.00 CreditAcceptance CACC ... 21 511.71 +50.64 ... 4.00 0.80 EducDev EDUC ... dd .86 –0.01 ... 28.28 15.08 FirstHawaiian FHB 4.6 11 22.60 +1.56 .26
0.22 0.11 BowenAcqnRt BOWNR ... ... .15 ... ... 2.38 1.55 Ceragon CRNT ... 37 2.01 +0.12 ... 19.61 7.20 CredoTech CRDO ... dd 19.40 +1.19 ... 25.78 6.00 EHang EH ... dd 17.60 +1.13 ... 28.18 9.68 FirstInternetBncp INBK 1.0 21 24.09 +1.61 .06
36.36 18.42 BowmanConsult BWMN ... cc 32.50 –0.72 ... 36.79 14.47 Cerence CRNC ... dd 17.52 +0.37 ... 17.55 12.56 CrescentCapBDC CCAP 9.5 11 17.26 +0.60 .41 10.57 4.21 eHealth EHTH ... dd 8.22 –0.04 ... 39.76 20.81 FirstInterBanc FIBK 5.9 12 31.67 +3.37 .47
5.85 2.92 BraggGaming BRAG ... dd 5.06 –0.41 ... 24.96 11.81 Certara CERT ... dd 17.00 +0.57 ... 10.04 5.05 Cresud CRESY 3.1 3 9.80 +0.70 .305 2.98 0.20 EigerBioPharma EIGR ... dd .22 –0.08 ... 43.97 24.52 FirstMerchants FRME 3.7 9 36.64 +2.40 .34
6.85 1.38 Brainsway BWAY ... dd 5.79 +0.10 ... 4.14 1.21 Cerus CERS ... dd 2.14 +0.43 ... 17.89 6.72 Cricut CRCT .0 29 7.13 +0.18 1.00 6.49 2.15 8x8 EGHT ... dd 3.61 +0.02 ... 35.72 21.77 FirstMidBcshs FMBH 2.7 10 34.65 +2.33 .23
58.67 23.67 Braze BRZE ... dd 53.98 –0.11 ... 38.37 23.66 ChampionX CHX 1.1 20 30.94 +1.78 .085 35.49 15.23 CrineticsPharm CRNX ... dd 34.46 +1.19 ... 22.93 6.58 89bio ETNB ... dd 10.60 +0.74 ... 15.99 9.94 FirstNWBncp FNWB 1.8 10 15.61 +0.40 .07
39.54 6.64 BridgeBioPharma BBIO ... dd 39.37 +6.85 ... 1.73 0.10 ChargeEnt CRGE ... dd .12 –0.01 ... 36.76 22.10 Criteo CRTO ... cc 24.86 –0.31 ... 13.00 8.11 ElPolloLoco LOCO ... 11 8.89 +0.17 ... 232.00 129.22 FirstSolar FSLR ... 38 168.67 +23.29 ...
25.90 3.26 BridgerAerospace BAER ... dd 5.99 +0.14 ... 458.30 302.21 CharterComms CHTR ... 12 379.93 +12.38 ... 151.32 74.00 Crocs CROX ... 10 107.11 +3.37 ... 225.22 162.01 ElbitSystems ESLT 1.0 34 206.10 –2.25 .50 55.00 38.77 1stSource SRCE 2.5 10 53.81 +2.87 .34
14.51 10.03 BridgfordFoods BRID ... 22 10.74 +0.06 ... 150.15 117.18 CheckPoint CHKP ... 20 146.02 +0.30 ... 2.88 1.64 Cronos CRON ... dd 1.93 –0.17 ... 143.47 108.53 ElectronicArts EA .5 38 138.83 +1.69 .19 22.35 12.56 FirstUnited FUNC 3.6 7 22.00 +0.03 .20
7.39 2.10 Brightcove BCOV ... dd 2.49 +0.09 ... 41.28 28.58 Cheesecake CAKE 3.2 20 34.08 +0.81 .27 31.82 15.65 CrossCtyHlthcr CCRN ... 7 20.96 +0.49 ... 5.89 0.36 ElevationOnc ELEV ... dd .51 –0.05 ... 20.31 13.30 FirstWatchRest FWRG ... 53 19.39 +0.11 ...
60.54 39.24 BrighthouseFin BHF ... dd 52.98 –0.25 ... 39.49 17.29 ChefsWarehouse CHEF ... 70 28.52 +0.51 ... 14.66 9.29 CrossFirstBkshs CFB ... 10 12.95 +0.94 ... 24.39 4.60 ElicioTherap ELTX ... dd 6.56 +0.57 ... 29.00 12.85 FirstWesternFin MYFW ... 14 20.31 +3.11 ...
5.96 2.04 BrilliantEarthA BRLT ... cc 3.58 +0.77 ... 53.43 33.72 ChemungFinl CHMG 2.5 8 50.00 +2.69 .31 260.77 92.25 CrowdStrike CRWD ... dd 260.08 +17.53 ... 4.75 2.21 EliemTherap ELYM ... dd 2.73 +0.12 ... 116.83 85.30 FirstCash FCFS 1.3 22 110.88 –3.08 .35
11.34 10.07 BroadCapital BRAC ... dd 11.00 +0.02 ... 11.49 10.28 ChengheAcqnA CHEA ... 65 10.97 +0.02 ... 13.74 7.64 CullinanOncology CGEM ... dd 8.24 +0.13 ... 34.38 12.72 Embecta EMBC 4.3 14 17.35 –0.55 .15 165.26 118.12 FirstService FSV .6 54 159.74 –4.00 .225
0.33 0.10 BroadCapitalRt BRACR ... ... .10 ... ... 11.76 10.24 ChengheAcqnIA LATG ... 37 11.06 +0.05 ... 2.91 1.43 CumberlandPharm CPIX ... dd 1.77 –0.01 ... 11.69 10.17 EmbraceChange EMCG ... 55 10.91 +0.03 ... 220.19 144.57 FiveBelow FIVE ... 40 194.36 –0.47 ...
1149.88 540.92 Broadcom AVGO 1.9 34 1129.74 +185.44 5.25 99.49 69.68 ChesapeakeEner CHK 3.0 2 75.77 +0.72 .575 7.30 2.57 CumulusMedia CMLS ... dd 5.08 ... ... 1.49 0.36 Emcore EMKR ... dd .43 –0.05 ... 12.04 1.27 5EAdvMatls FEAM ... dd 1.40 –0.20 ...
15.50 7.00 BrooklineBcp BRKL 4.9 11 10.94 +0.63 .135 16.24 12.91 ChicagoAtlRealEst REFI 11.8 8 15.95 +0.27 .47 12.79 4.95 CureVac CVAC ... dd 6.12 +0.64 ... 29.74 20.84 Enact ACT 2.2 7 28.50 +0.96 .71 92.40 51.01 Five9 FIVN ... dd 81.88 +1.49 ...
84.84 53.79 Bruker BRKR .3 34 73.36 +5.39 .05 6.89 0.25 ChickenSoupA CSSE ... dd .28 –0.01 ... 47.19 1.38 Cutera CUTR ... dd 2.83 +0.55 ... 62.06 8.08 EnantaPharma ENTA ... dd 9.34 +0.09 ... 29.00 17.74 FiveStarBncp FSBC 2.9 9 25.43 +1.54 .20
27.92 12.29 Bumble BMBL ... dd 15.16 +1.12 ... 13.02 0.72 ChijetMotor CJET ... 19 1.00 +0.20 ... 25.24 6.57 CVRx CVRX ... dd 24.29 +0.14 ... 58.46 34.74 EncoreCapital ECPG ... dd 48.11 +2.14 ... 29.04 19.44 Flex FLEX ... 17 28.88 +3.21 ...
2.06 0.88 BurgerFiIntl BFI ... dd .89 –0.07 ... 48.88 14.27 Children'sPlace PLCE ... dd 23.11 +0.48 ... 207.30 113.19 CyberArkSoftware CYBR ... dd 205.93 +4.87 ... 214.63 132.32 EncoreWire WIRE .0 8 211.30 +19.37 .02 24.96 13.90 Flexsteel FLXS 3.5 6 17.10 –2.08 .15
3.80 0.74 BurningRockBio BNR ... dd .75 –0.02 ... 2.13 0.88 Chimerix CMRX ... dd .97 ... ... 22.37 4.26 CymaBayTherap CBAY ... dd 22.03 +1.15 ... 11.50 10.30 EnergemA ENCP ... cc 11.45 +0.11 ... 31.32 14.70 FluenceEnergy FLNC ... dd 25.89 +3.96 ...
11.47 10.10 BurTechAcqnA BRKH ... cc 10.72 +0.06 ... 9.44 4.86 Chindata CD ... 26 8.59 +0.10 ... 3.14 1.13 CyteirTherap CYT ... dd 3.09 ... ... 30.76 14.04 EnergyRecovery ERII ... 70 18.57 +0.39 ... 20.46 9.28 FlushingFinl FFIC 5.3 15 16.61 +1.46 .22
23.93 13.05 BusFirstBcshs BFST 2.4 9 23.67 +1.81 .14 27.64 20.51 ChipMOSTechs IMOS 4.2 20 27.32 +0.821.5007 13.77 3.80 CytekBiosci CTKB ... dd 9.08 +1.42 ... 20.44 12.11 EnlightRenewableEn ENLT ... 28 18.85 +0.61 ... 35.80 18.65 Flywire FLYW ... dd 23.35 +1.54 ...
11.63 10.15 byNordicAcqnA BYNO ... 55 10.93 +0.06 ... 175.20 117.05 ChordEnergy CHRD 3.1 6 163.66 +5.62 1.25 47.49 25.98 Cytokinetics CYTK ... dd 36.07 +1.97 ... 25.34 9.80 EnlivenTherap ELVN ... 53 11.90 –0.09 ... 11.91 10.13 FocusImpact FIAC ... dd 10.91 +0.03 ...
150.45 101.90 ChurchillDowns CHDN .3 27 128.95 +9.06 .382 3.02 1.04 CytomXTherap CTMX ... dd 1.41 –0.06 ... 23.90 6.50 Enovix ENVX ... dd 14.56 +2.80 ... 12.09 9.92 FocusImpactBH3A BHAC ... 48 10.34 –0.01 ...
C 43.17 27.70 Chuy's CHUY ... 23 36.85 +0.85 ... 317.83 73.49 EnphaseEnergy ENPH ... 31 123.92 +20.91 ... 5.53 1.35 FocusUniversal FCUV ... dd 1.45 –0.07 ...
5.80 2.34 Cadiz CDZI ... dd 3.10 –0.18 ... 82.96 23.13 Cimpress CMPR ... dd 79.60 +4.19 ... D 113.25 85.50 EnsignGroup ENSG .2 26 111.48 +4.78.0575 9.97 2.84 FoghornTherap FHTX ... dd 5.29 –0.34 ...
18.95 13.14 CARGOTherapeutics CRGX ... ... 18.16 +2.11 ... 130.66 95.01 CincinnatiFinl CINF 2.9 10 102.48 –0.32 .75 2.37 0.65 DBV Tech DBVT ... dd .83 +0.01 ... 300.98 216.65 Enstar ESGR ... 6 293.74 +8.60 ... 41.56 20.94 FormFactor FORM ... dd 40.14 +2.73 ...
71.00 48.01 C&F Fin CFFI 2.5 8 70.79 +9.95 .44 576.58 423.06 Cintas CTAS 1.0 42 558.71 +5.38 1.35 15.98 3.21 DISH Network DISH ... 3 4.68 +0.11 ... 119.82 62.24 Entegris ENTG .3 89 118.35 +11.36 .10 82.55 55.97 FormulaSys FORTY 1.5 14 58.76 –1.01.6215
24.98 17.20 CB FinSvcs CBFV 4.2 9 23.66 +0.62 .25 5.30 0.38 CipherMining CIFR ... dd 2.60 –0.31 ... 28.01 14.82 DMC Global BOOM ... 12 18.51 +1.44 ... 36.72 25.00 EnterpriseBncp EBTC 2.9 9 31.70 +2.35 .23 39.09 22.27 ForresterRes FORR ... cc 26.67 +1.41 ...
13.41 8.24 CCC Intelligent CCCS ... dd 11.33 –0.20 ... 111.15 65.02 CirrusLogic CRUS ... 34 83.81 +5.28 ... 1.89 0.61 D-MarketElec HEPS ... dd 1.63 –0.11 ... 56.35 32.97 EnterpriseFinSvcs EFSC 2.3 8 43.81 +1.91 .25 81.24 44.12 Fortinet FTNT ... 40 57.83 +5.67 ...
223.45 160.66 CDW CDW 1.1 28 223.23 +10.04 .62 58.19 45.56 CiscoSystems CSCO 3.1 15 49.87 +1.49 .39 11.30 10.23 DPCapAcqnIA DPCS ... 48 10.83 +0.02 ... 21.40 9.32 EntradaTherap TRDA ... dd 13.93 –0.30 ... 37.30 24.93 Fortrea FTRE ... 31 32.44 +1.78 ...
36.29 16.38 CEVA CEVA ... dd 23.55 +1.92 ... 34.94 14.21 CitiTrends CTRN ... dd 24.37 +1.35 ... 11.83 9.99 DuetAcqnA DUET ... dd 10.92 +0.01 ... 76.57 41.71 ePlus PLUS ... 15 76.36 +7.10 ... 121.38 60.09 ForwardAir FWRD 1.5 16 64.05 +0.52 .24
11.52 10.07 CFAcqnVII A CFFS ... cc 10.78 –0.01 ... 13.04 7.61 CtznCmntyBcp CZWI 2.6 8 11.28 +0.38 .29 39.89 22.06 DXP Ents DXPE ... 10 33.51 +1.31 ... 7.00 4.76 EpsilonEnergy EPSN 5.1 8 4.93 –0.19.0625 6.08 1.07 Fossil FOSL ... dd 1.44 +0.16 ...
9.41 1.06 C4 Therap CCCC ... dd 4.95 +3.65 ... 110.03 82.53 CityHolding CHCO 2.6 14 108.12 +6.53 .715 15.59 2.88 DadaNexus DADA ... dd 3.13 +0.08 ... 824.86 640.92 Equinix EQIX 2.1 86 803.73 +1.96 4.26 22.14 9.15 FosterLB FSTR ... dd 18.67 –0.98 ...
108.05 78.69 CH Robinson CHRW 2.9 26 84.95 +0.45 .61 10.72 4.77 Clarus CLAR 1.6 dd 6.08 +0.02 .025 12.42 2.43 Daktronics DAKT ... 8 8.43 ... ... 5.02 1.51 Erasca ERAS ... dd 1.87 ... ... 24.10 9.44 4D Molecular FDMT ... dd 17.76 +2.82 ...
1.77 0.88 CLPS CLPS .0 cc 1.10 +0.04 .10 11.36 4.54 CleanEarthA CLIN ... 39 5.60 +0.49 ... 5.70 3.72 DallasNews DALN14.3 dd 4.46 +0.43 .16 327.40 199.49 ErieIndemnity ERIE 1.6 43 324.23 +18.481.275 37.26 28.67 FoxA FOXA 1.7 15 29.78 –0.16 .26
223.80 166.55 CME Group CME 2.1 25 206.73 –4.89 5.25 0.22 0.06 CleanEarthRt CLINR ... ... .13 –0.05 ... 123.82 61.34 Datadog DDOG ... dd 122.60 +8.77 ... 21.40 9.75 Escalade ESCA 2.8 30 21.27 +1.41 .15 34.42 26.20 FoxB FOX 1.9 14 27.65 –0.36 .26
25.07 16.43 CNB FinPA CCNE 3.1 9 22.50 +1.75 .175 6.10 3.03 CleanEnerFuels CLNE ... dd 3.71 +0.20 ... 51.55 31.65 Dave&Buster's PLAY ... 18 49.79 +2.50 ... 7.41 0.70 EsperionTherap ESPR ... dd 1.82 +0.33 ... 127.54 49.12 FoxFactory FOXF ... 16 64.95 +2.54 ...
11.15 5.01 CompassPath CMPS ... dd 8.00 +1.53 ... 100.31 22.91 Clearfield CLFD ... 14 29.66 +1.82 ... 10.10 4.47 Dave DAVE ... dd 8.03 +0.27 ... 5.81 2.42 EtonPharm ETON ... 53 4.45 +0.85 ... 107.36 77.69 FranklinElec FELE .9 23 95.93 +3.88 .225
45.95 12.65 CPI Card PMTS ... 7 19.79 +2.05 ... 1.85 0.65 ClearsideBiomed CLSD ... dd 1.03 –0.06 ... 2.65 1.28 DawsonGeophys DWSN ... dd 1.73 +0.30 ... 149.91 58.20 Etsy ETSY ... 34 80.68 +0.60 ... 3.94 2.25 FreightCarAmer RAIL ... dd 2.45 +0.10 ...
128.10 81.29 CRA Intl CRAI 1.7 20 99.20 +1.21 .42 12.02 10.10 ClimateRockA CLRC ... cc 11.11 +0.06 ... 25.77 9.67 DayOneBiopharm DAWN ... dd 14.26 +1.99 ... 121.55 73.84 EuronetWorldwide EEFT ... 18 94.95 +4.13 ... 11.41 5.19 FrequencyElec FEIM .0 34 9.94 –0.48 1.00
76.97 37.55 CrisprTherap CRSP ... dd 62.08 –2.46 ... 0.15 0.05 ClimateRockRt CLRCR ... ... .06 –0.02 ... 22.76 9.90 DecipheraPharm DCPH ... dd 15.95 +1.15 ... 20.70 11.97 EuropeanWax EWCZ ... 93 13.44 –0.80 ... 86.48 45.13 Freshpet FRPT ... dd 84.45 +8.20 ...
69.35 46.19 CSG Systems CSGS 2.1 22 53.14 +0.92 .28 57.42 30.42 ClimbGlbl CLMB 1.2 21 56.52 +3.22 .17 14.03 5.53 DefinitiveHlthcr DH ... dd 8.82 +0.22 ... 35.55 18.50 Everbridge EVBG ... dd 23.60 +0.95 ... 24.16 12.22 Freshworks FRSH ... dd 24.15 +3.89 ...
27.98 8.56 CSP CSPI 1.0 15 16.70 –5.80 .04 1.63 0.71 CloverHealth CLOV ... dd .99 +0.04 ... 11.84 9.82 DenaliCapAcqnA DECA ... dd 11.02 +0.01 ... 13.47 6.21 EverCommerce EVCM ... dd 10.25 +0.11 ... 38.97 19.06 Frontdoor FTDR ... 17 35.75 +0.77 ...
205.46 113.46 CSW Industrials CSWI .4 31 203.55 +21.02 .19 48.50 29.91 CoastalFinl CCB ... 13 45.20 +2.49 ... 33.31 15.45 DenaliTherap DNLI ... dd 22.94 +4.57 ... 12.55 9.98 Evergreen EVGRU ... ... 11.20 +0.13 ... 30.83 11.65 FrontierComms FYBR ... 36 24.79 +1.45 ...

14.10 3.19 Frontier ULCC ... 17 5.08 +0.36 ... 2.05 0.41 Hookipa HOOK ... dd .65 +0.07 ... 44.70 14.05 Immunovant IMVT ... dd 42.74 +3.55 ... 245.00 158.38 KarunaTherap KRTX ... dd 219.77 +14.29 ... 10.29 3.11 LongboardPharm LBPH ... dd 5.02 +0.48 ...
4.36 0.98 FuelCell FCEL ... dd 1.54 +0.25 ... 21.28 10.68 Hutchmed HCM ... dd 19.32 +0.52 ... 3.90 1.50 Immutep IMMP ... dd 2.49 +0.41 ... 4.87 0.62 KaryopharmTherap KPTI ... dd .77 –0.09 ... 4.70 1.85 LoopIndustries LOOP ... dd 4.46 +0.94 ...
15.00 2.25 FulcrumTherap FULC ... dd 5.39 +0.44 ... 53.52 33.74 H World HTHT 1.7 25 34.32 –0.25 .31 4.20 0.19 ImpelPharm IMPL ... dd .24 –0.17 ... 28.75 9.03 Katapult KPLT ... dd 9.04 –1.58 ... 16.60 1.32 Lottery.com LTRY ... dd 1.40 –0.47 ...
44.09 23.09 FulgentGenetics FLGT ... dd 28.18 +1.10 ... 24.82 17.10 HackettGroup HCKT 2.0 18 22.27 –0.08 .11 144.90 48.39 Impinj PI ... dd 88.92 +6.36 ... 10.58 6.45 KearnyFinancial KRNY 4.8 17 9.12 +0.59 .11 30.94 14.18 Lovesac LOVE ... 22 27.69 +2.39 ...
17.50 9.64 FultonFin FULT 3.9 9 16.38 +0.95 .16 22.14 9.36 HainCelestial HAIN ... dd 10.67 +0.61 ... 71.85 47.81 InariMedical NARI ... dd 64.93 +1.88 ... 10.99 10.14 KeenVisionAcqn KVAC ... dd 10.32 ... ... 17.81 3.62 Lucid LCID ... dd 4.77 +0.04 ...
13.42 5.27 Funko FNKO ... dd 7.14 +0.38 ... 11.66 1.31 HallmarkFin HALL ... dd 1.36 –0.14 ... 12.68 0.80 IncannexHealthcare IXHL ... dd 3.84 –1.69 ... 21.66 15.23 KellyServices A KELYA 1.4 33 20.99 –0.41 .075 4.04 1.44 Lulu'sFashion LVLU ... dd 2.01 –0.30 ...
6.07 0.50 FusionFuelGreen HTOO ... ... 1.08 +0.01 ... 58.65 29.85 HalozymeTherap HALO ... 21 39.02 –0.93 ... 10.71 10.09 InceptionGrowth IGTA ... 88 10.64 –0.01 ... 21.00 14.86 KellyServices B KELYB 1.4 32 20.90 –0.05 .075 508.43 286.58 lululemon LULU ... 63 491.46 +1.82 ...
5.93 2.31 FusionPharm FUSN ... dd 5.25 –0.57 ... 112.06 62.47 HamiltonLane HLNE 1.6 36 108.99 +5.30.445 0.24 0.08 InceptionGrowthRt IGTAR ... ... .13 –0.01 ... 7.32 3.76 KY FirstFedBncp KFFB 9.2 92 4.35 –0.03 .10 65.16 35.35 Lumentum LITE ... dd 49.52 +5.49 ...
67.82 35.91 Futu FUTU ... 14 54.95 +2.89 ... 54.38 31.02 HancockWhitney HWC 2.5 8 47.25 +2.68 .30 86.29 50.27 Incyte INCY ... 33 62.30 +7.60 ... 59.96 27.02 KerosTherap KROS ... dd 32.52 –3.13 ... 10.55 2.30 LuminarTech LAZR ... dd 3.24 +0.87 ...
12.12 10.15 FutureTechIIA FTII ... 53 10.85 ... ... 25.51 13.35 HanmiFinancial HAFC 5.2 7 19.30 +0.85 .25 85.98 43.28 IndependentBank INDB 3.4 11 65.31 +3.71 .55 36.72 27.66 KeurigDrPepper KDP 2.7 23 31.97 –0.14 .215 1.33 0.08 LumiraDx LMDX ... dd .10 ... ...
G 21.22 17.27 HanoverBancorp HNVR 2.2 9 17.85 +0.05 .10 25.89 14.90 IndepBankMI IBCP 3.7 9 24.69 +1.41 .23 24.00 14.56 KewauneeSci KEQU ... 10 23.30 +1.20 ... 4.55 2.63 LumosPharma LUMO ... dd 2.85 –0.02 ...
14.48 7.51 HarborOneBncp HONE 2.5 16 12.03 +0.76 .075 65.22 28.81 IndependentBank IBTX 3.1 29 48.90 +6.03 .38 7.53 3.72 KeyTronic KTCC ... 11 4.21 ... ... 12.27 7.73 LutherBurbank LBC ... 15 10.47 +0.65 ...
9.48 6.56 GCM Grosvenor GCMG 4.9 dd 8.90 +0.24 .11 26.50 14.38 Indivior INDV ... dd 14.83 –0.32 ... 3.97 1.32 LyellImmuno LYEL ... dd 1.92 ... ...
18.43 8.80 Harmonic HLIT ... cc 10.97 +0.46 ... 7.44 0.67 KezarLifeSci KZR ... dd .84 –0.02 ...
8.50 1.90 GDEV GDEV ... dd 2.25 +0.15 ... 4.98 1.65 IndlLogistics ILPT .9 dd 4.40 +0.32 .01 18.36 7.85 Lyft LYFT ... dd 15.55 +2.34 ...
59.48 18.61 HarmonyBio HRMY ... 14 33.67 +2.67 ... 71.16 50.68 Kforce KFRC 2.1 26 67.94 –1.13 .36
27.89 7.81 GDS Holdings GDS ... dd 8.83 +0.10 ... 7.80 2.82 Infinera INFN ... dd 4.69 +0.19 ... 5.25 1.86 LyraTherap LYRA ... dd 4.65 +0.72 ...
28.25 7.60 Harrow HROW ... dd 9.48 –0.31 ... 31.43 19.52 KimballElec KE ... 11 26.08 +1.21 ...
87.83 53.00 GE HealthCare GEHC .2 22 75.01 +6.49 .03 7.25 1.14 InflaRx IFRX ... dd 1.31 –0.13 ...
14.24 5.00 Harte-Hanks HHS ... 2 7.20 +0.18 ... 10.13 3.14 KingsoftCloud KC ... dd 3.78 –0.37 ... M
20.50 6.60 GEN Restaurant GENK ... 30 7.60 +0.17 ... 10.33 10.07 InflectionPtIIA IPXX ... ... 10.32 +0.02 ...
41.69 39.74 HartfordUSQualGrw HQGO ... ... 41.69 +1.59 ... 20.65 10.29 KiniksaPharm KNSA ... dd 17.99 +0.72 ...
14.64 5.48 GH Research GHRS ... dd 5.59 –0.39 ... 94.41 48.53 Macom Tech MTSI ... 73 92.89 +6.51 ...
6.29 1.98 HarvardBioSci HBIO ... dd 4.90 –0.32 ... 5.87 3.97 InfoSvcs III 3.8 18 4.75 +0.20.045 8.17 1.04 KinnateBio KNTE ... dd 2.29 ... ...
35.68 12.73 G-IIIApparel GIII ... dd 35.41 +3.67 ... 83.27 65.10 MGE Energy MGEE 2.3 22 73.44 +0.84.4275
73.58 42.66 Hasbro HAS 5.6 dd 50.38 +1.68 .70 100.51 73.38 InglesMarkets IMKTA .8 7 83.69 –1.13 .165 4.06 1.40 Kirkland's KIRK ... dd 3.25 +0.44 ...
8.40 1.08 G1Therapeutics GTHX ... dd 2.91 –0.23 ... 124.96 82.60 MGP Ingredients MGPI .5 22 97.39 +9.34 .12
37.31 18.91 HashiCorp HCP ... dd 22.90 +2.09 ... 28.71 14.31 Inhibrx INBX ... dd 28.13 +3.16 ... 2.24 0.36 Knightscope KSCP ... dd .65 ... ...
82.48 36.08 GRAVITY GRVY ... 5 73.54 –2.69 ... 114.15 63.44 MKS Instrum MKSI .9 dd 96.13 +12.07 .22
14.25 3.70 HawaiianHoldings HA ... dd 13.52 +0.21 ... 48.25 18.57 InMode INMD ... 11 22.83 +1.09 ... 9.80 1.37 KodiakSciences KOD ... dd 3.01 –0.15 ...
9.80 1.45 GSI Tech GSIT ... dd 2.73 –0.22 ... 43.50 1.05 MSP Recovery LIFW ... dd 2.36 –0.57 ...
71.91 36.62 Hawkins HWKN .9 22 71.18 +8.88 .16 3.97 1.81 InnatePharma IPHA ... dd 2.41 –0.17 ... 31.94 13.29 KornitDigital KRNT ... dd 19.49 +1.37 ...
4.03 2.05 Gaia GAIA ... dd 2.68 –0.16 ... 156.63 84.75 MYR Group MYRG ... 27 149.27 +15.37 ...
24.51 15.02 HawthornBcsh HWBK 3.2 12 21.50 +0.10 .17 15.36 2.80 Innodata INOD ... dd 8.52 +0.35 ... 42.80 30.68 KraftHeinz KHC 4.4 15 36.59 +0.36 .40
6.19 2.00 GainTherap GANX ... dd 2.50 –0.22 ... 11.91 6.96 Macatawa MCBC 3.1 9 11.44 +1.03 .09
60.85 41.15 HaynesIntl HAYN 1.7 16 52.95 +4.08 .22 120.44 91.74 Innospec IOSP 1.2 24 119.87 +10.29 .72 21.42 8.90 KratosDefense KTOS ... dd 20.36 –0.03 ...
48.07 31.86 Galapagos GLPG ... dd 39.65 +0.16 ... 9.64 4.29 Macrogenics MGNX ... 12 9.26 +0.55 ...
15.87 6.60 HealthCatalyst HCAT ... dd 8.75 +0.99 ... 8.15 5.04 InnovAge INNV ... dd 5.69 +0.13 ... 16.22 10.21 KrispyKreme DNUT 1.0 dd 14.21 +1.12 .035
3.70 0.50 Galecto GLTO ... dd .61 –0.03 ... 322.67 60.75 MadrigalPharm MDGL ... dd 237.13 +28.81 ...
15.97 8.75 HealthcareSvcs HCSG ... 23 10.02 +0.21 ... 14.75 7.42 InnovativeIntlA IOAC ... dd 10.75 +2.75 ... 2.84 0.73 KronosBio KRON ... dd 1.49 +0.08 ...
3.59 0.09 GaleraTherap GRTX ... dd .14 +0.01 ... 17.50 8.15 MagicSoftware MGIC 6.8 12 9.66 –0.04 .327
76.62 48.86 HealthEquity HQY ... cc 62.44 –6.04 ... 8.99 6.11 InnovSolSuprt ISSC ... 25 7.32 –0.40 ... 60.20 40.20 Kulicke&Soffa KLIC 1.5 55 54.80 +2.91 .20
14.83 8.11 Gambling.com GAMB ... 50 9.40 ... ... 15.73 6.28 Magnite MGNI ... dd 9.08 +0.62 ...
27.69 20.47 HealthStream HSTM .4 61 25.82 –0.18 .025 15.86 10.64 Innoviva INVA ... 35 15.49 +0.37 ... 15.06 7.41 KuraOncology KURA ... dd 12.30 +1.49 ...
2.51 0.22 GamidaCell GMDA ... dd .32 ... ... 13.25 9.00 MagyarBancorp MGYR 1.2 9 11.28 +1.19 .07
18.17 11.44 HeartlandExp HTLD .6 43 13.71 –0.05 .02 26.11 4.13 Inogen INGN ... dd 6.13 +0.19 ... 110.00 37.97 KuraSushiUSA KRUS ... cc 68.99 +8.35 ...
55.13 43.54 Gaming&Leisure GLPI 6.1 17 47.74 +1.66 .73 47.07 22.50 MakeMyTrip MMYT ... cc 46.77 +2.38 ...
51.00 26.10 HeartlandFinUSA HTLF 3.2 8 37.17 +2.15 .30 7.33 0.99 InozymePharma INZY ... dd 4.02 +0.21 ... 39.85 9.60 KymeraTherap KYMR ... dd 26.08 +3.08 ...
8.68 6.43 GarrettMotion GTX ... dd 7.99 –0.08 ... 65.45 42.07 MalibuBoats MBUU ... 12 51.54 +4.55 ...
35.15 22.52 Heidrick&Strug HSII 2.1 10 28.07 –0.03 .15 1.30 0.17 Inseego INSG ... dd .24 –0.01 ...
23.74 15.45 GenDigital GEN 2.2 11 23.18 +1.03 .125 L 8.79 3.41 MammothEnergy TUSK ... 27 4.32 –0.41 ...
143.68 81.14 HelenofTroy HELE ... 21 117.50 +7.57 ... 10.77 10.06 InsightAcqnA INAQ ... cc 10.67 +0.05 ...
17.91 1.16 GeneDx WGS ... dd 2.43 +0.82 ... 11.66 9.41 LamfGlbI A LGVC ... dd 10.78 –0.01 ... 230.61 113.43 ManhattanAssoc MANH ... 81 214.19 –7.55 ...
11.54 6.23 HelloGroup MOMO .0 5 7.16 –0.04 .70 183.07 95.01 InsightEnt NSIT ... 25 182.88 +10.51 ...
7.35 0.86 GenerationBio GBIO ... dd 2.00 +0.29 ... 4.00 1.13 LavaTherap LVTX ... dd 1.55 ... ... 22.14 8.00 Mannatech MTEX .0 dd 8.36 –0.04 .20
10.15 6.33 HennessyAdvsrs HNNA 8.5 10 6.50 –0.07.1375 29.24 16.04 Insmed INSM ... dd 28.42 +0.46 ...
3.81 2.08 Genetron GTH ... ... 3.69 +0.01 ... 141.91 84.16 LGI Homes LGIH ... 17 127.00 +7.03 ... 5.75 3.38 MannKind MNKD ... dd 3.94 +0.36 ...
11.47 9.81 HennessyCapVI HCVI ... 79 10.44 –0.02 ... 39.20 3.15 Inspirato ISPO ... dd 3.85 –0.32 ...
4.75 2.89 Genfit GNFT ... dd 3.94 +0.51 ... 59.38 41.49 LKQ LKQ 2.6 13 46.60 +1.20 .30 42.95 23.26 Maplebear CART ... dd 24.60 +0.16 ...
89.72 60.01 HenrySchein HSIC ... 22 74.15 +2.24 ... 335.91 125.82 Insulet PODD ... cc 206.97 +12.31 ...
44.40 27.74 Genmab GMAB ... 33 30.86 –1.42 ... 257.65 179.00 LPL Financial LPLA .6 14 209.89 –14.22 .30 16.90 4.52 MaravaiLifeSci MRVI ... 34 6.23 +1.11 ...
13.43 6.69 HeritageCommerce HTBK 5.4 8 9.67 +0.44 .13 50.46 23.61 Intapp INTA ... dd 38.35 +2.35 ...
34.33 25.77 Gentex GNTX 1.5 19 31.64 +0.76 .12 16.97 11.25 LSI Inds LYTS 1.5 15 13.75 +0.39 .05 2.21 1.22 Marchex MCHX ... dd 1.44 ... ...
31.41 14.85 HeritageFin HFWA 4.1 10 21.56 +1.45 .22 60.69 33.44 IntegraLifeSci IART ... 35 42.77 +1.50 ...
76.13 38.21 Gentherm THRM ... 92 49.61 +3.98 ... 13.15 9.51 LakeShoreBancorp LSBK ... 13 11.99 +1.19 ... 11.15 3.47 MarinusPharm MRNS ... dd 8.59 +0.09 ...
20.48 8.10 HertzGlobal HTZ ... 3 10.03 +0.65 ... 11.59 10.03 IntegralAcqn1 INTE ... cc 10.80 ... ...
14.59 3.76 GeospaceTech GEOS ... 13 12.07 +0.60 ... 20.02 10.65 LakelandBcp LBAI 3.9 10 14.83 +1.31 .145 399.78 200.01 MarketAxess MKTX 1.0 42 279.20 +17.52 .72
30.36 7.35 Hesai HSAI ... dd 9.10 –0.25 ... 20.88 8.23 IntegralAd IAS ... cc 14.93 +0.90 ...
40.70 24.85 GermanAmBncp GABC 3.0 11 33.49 +1.89 .25 77.07 43.05 LakelandFin LKFN 2.8 19 65.54 +4.68 .46 3.62 1.24 MarketWise MKTW 1.4 14 2.84 +0.10 .01
75.38 34.86 Hibbett HIBB 1.4 8 69.24 +4.03 .25 47.27 24.73 Intel INTC 1.1 dd 46.16 +3.46 .125
3.84 1.68 Geron GERN ... dd 2.25 +0.18 ... 17.45 10.60 LakelandInds LAKE .7 20 17.00 +1.99 .03 7.51 3.46 Marqeta MQ ... dd 6.38 +0.08 ...
30.15 10.44 HighPeakEner HPK .7 10 14.03 –0.21 .025 47.48 22.67 IntelliaTherap NTLA ... dd 30.78 +1.76 ...
78.46 44.69 GibraltarInds ROCK ... 26 78.28 +7.97 ... 11.76 10.15 LakeshoreAcqnII LBBB ... 47 10.96 +0.01 ... 222.15 145.37 Marriott MAR .9 23 221.14 +11.74 .52
19.09 9.94 HilleVax HLVX ... dd 14.64 –0.30 ... 3.00 1.56 Intellicheck IDN ... dd 2.05 +0.28 ...
18.60 4.79 GigaCloudTech GCT ... 7 13.08 –0.25 ... 0.35 0.02 LakeshoreII Rt LBBBR ... ... .08 –0.03 ... 11.00 10.15 MarsAcqn MARX ... ... 10.60 +0.01 ...
10.28 6.02 HillmanSolns HLMN ... dd 8.63 +0.68 ... 5.95 1.37 Inter INTR ... 57 5.19 +0.19 ...
11.80 10.16 GigCapital5 GIA ... dd 10.99 +0.09 ... 779.68 397.06 LamResearch LRCX 1.0 26 773.50 +70.332.00 0.34 0.14 MarsAcqnRt MARXR ... ... .23 +0.01 ...
8.70 5.22 HimaxTechs HIMX 7.7 15 6.08 +0.55 .48 161.17 91.53 InterParfums IPAR 1.8 29 141.16 +9.39 .625
7.16 4.51 GilatSatellite GILT ... 25 6.11 –0.52 ... 112.34 77.21 LamarAdv LAMR 4.7 27 107.43 +2.41 1.25 23.38 17.34 MartenTransport MRTN 1.2 19 19.85 +0.69 .06
311.18 147.01 HinghamSvg HIFS 1.3 14 197.79 +22.28 .63 95.59 68.23 InteractiveBrkrs IBKR .5 15 79.79 –3.36 .10
88.29 72.87 GileadSciences GILD 3.7 17 80.33 +1.31 .75 3.35 1.95 MartinMidstream MMLP .8 dd 2.43 –0.07.005
26.25 15.13 HollysysAuto HOLI ... ... 26.03 +3.33 ... 8.50 0.84 InteractStrength TRNR ... dd .94 –0.02 ... 220.65 158.88 LancasterColony LANC 2.2 39 166.22 –0.20 .90
67.55 26.24 GitLab GTLB ... dd 62.34 +3.14 ... 67.99 33.75 MarvellTech MRVL .4 dd 59.59 +6.71 .06
87.88 64.02 Hologic HOLX ... 39 70.98 +2.61 ... 4.35 0.99 Intercure INCR ... 9 1.22 –0.10 ... 23.98 15.70 LandmarkBncp LARK 4.1 10 19.70 –0.90 .20
11.28 8.87 GladstoneCap GLAD 9.5 9 10.41 ....0825 198.00 75.22 Masimo MASI ... 68 111.69 +7.33 ...
43.41 27.75 HomeBancorp HBCP 2.3 8 42.93 +3.80 .25 109.81 47.11 InterDigital IDCC 1.5 15 109.30 +2.66 .40 208.62 160.05 LandstarSystem LSTR .7 23 191.38 +12.022.00
19.52 10.84 GladstoneComm GOOD 8.8 dd 13.63 +0.22 .10 35.29 19.25 MasterCraftBoat MCFT ... 5 21.85 +0.85 ...
30.15 4.20 HomeStreet HMST 4.1 dd 9.86 +2.19 .10 12.35 6.51 Interface TILE .3 ... 12.31 +1.24 .01 100.85 47.46 Lantheus LNTH ... 53 76.04 +2.33 ...
14.92 12.11 GladstoneInvt GAIN 6.7 6 14.43 +0.22 .08 54.60 27.85 MatchGroup MTCH ... 20 34.30 +2.20 ...
30.79 18.02 HomeTrustBcshs HTBI 1.6 9 26.74 +1.66 .11 52.62 39.10 IntlBcshs IBOC 2.5 8 51.04 +2.29 .63 10.80 2.63 LanzaTechGlobal LNZA ... dd 5.17 +0.79 ...
20.55 13.35 GladstoneLand LAND 3.8 dd 14.55 +0.34.0464 11.42 4.93 Materialise MTLS ... cc 6.47 –0.08 ...
1.76 0.46 HomologyMed FIXX ... dd .55 –0.01 ... 7.54 3.07 Intevac IVAC ... dd 4.35 +0.22 ... 7.06 1.90 Largo LGO ... dd 1.96 –0.25 ...
11.52 9.96 GlblBlockchain GBBK ... 53 10.54 –0.01 ... 12.99 4.58 MatrixService MTRX ... dd 10.21 +0.68 ...
3.75 1.06 Honest HNST ... dd 2.81 +0.34 ... 67.99 42.01 Intra-Cellular ITCI ... dd 65.44 +5.15 ... 6.85 2.18 LarimarTherap LRMR ... dd 4.22 +0.75 ...
0.55 0.04 GlbBlockchainRt GBBKR ... ... .13 +0.03 ... 22.64 15.36 Mattel MAT ... 83 19.03 +0.13 ...
217.22 174.88 Honeywell HON 2.1 25 203.40 +8.79 1.08 617.61 370.62 Intuit INTU .6 67 608.51 +34.61 .90 4.77 2.04 Latham SWIM ... dd 2.82 +0.34 ...
45.72 18.14 Global-EOnline GLBE ... dd 39.29 +5.14 ... 4.07 1.84 Matterport MTTR ... dd 2.64 +0.10 ...
25.66 14.73 HookerFurnishings HOFT 3.6 dd 25.49 +2.24 .23 136.00 2.55 IntuitiveMachinesA LUNR ... 1 2.80 –0.26 ... 98.30 51.96 LatticeSemi LSCC ... 46 69.65 +7.94 ...
10.08 10.04 GlobalLightsAcqn GLAC ... ... 10.06 +0.01 ... 48.86 29.80 MatthewsIntl MATW 2.7 28 35.59 +1.11 .24
13.81 7.42 HopeBancorp HOPE 4.7 9 11.90 +0.87 .14 358.07 222.65 IntuitiveSurgical ISRG ... 76 324.35 +13.93 ... 14.81 9.24 LaureateEduc LAUR .0 21 13.42 –0.22 .70
0.26 0.15 GlobalLightsAcqnRt GLACR ... ... .15 –0.10 ... 6.02 2.45 MaxCyte MXCT ... dd 4.59 –0.26 ...
16.43 7.69 HorizonBancorp HBNC 4.6 8 13.83 +1.58 .16 6.82 2.22 Inventiva IVA ... dd 4.16 –0.39 ... 15.82 4.72 Lavoro LVRO ... dd 7.85 +0.88 ...
11.00 10.03 GlobalStarA GLST ... 85 10.60 –0.10 ... 38.91 3.91 MaxeonSolar MAXN ... dd 6.14 +1.88 ...
10.84 10.10 HorizonSpaceI HSPO ... 44 10.67 +0.01 ... 22.20 9.07 Investar ISTR 2.8 6 14.19 +2.09 .10 7.35 4.52 LeadRealEstate LRE ... 24 6.89 +0.09 ...
0.38 0.02 GlobalStarRt GLSTR ... ... .08 –0.07 ... 43.66 13.43 MaxLinear MXL ... dd 21.80 +2.41 ...
4.50 3.02 InvestcpCredit ICMB14.1 dd 3.40 –0.21 .03 23.51 8.50 LeeEnterprises LEE ... dd 8.98 –0.64 ...
12.90 10.23 GlblTechAcqnI GTAC ... 28 10.86 –0.01 ... 13.45 10.14 HorizonTechFin HRZN10.1 dd 13.08 +0.24 .11 116.10 85.63 McGrathRent MGRC 1.6 23 115.50 +12.49 .465
11.39 10.27 InvestcorpEur I A IVCB ... dd 11.02 +0.03 ... 25.30 17.50 LegacyHousing LEGH ... 9 24.64 +1.83 ...
14.95 9.34 GlobalWaterRscs GWRS 2.3 40 12.97 +0.49.0251 20.04 14.51 HostHotels HST 3.8 18 19.15 +1.16 .18 10.49 5.64 MedallionFinl MFIN 4.2 4 9.44 –0.07 .10
31.00 1.87 HubCyberSecurity HUBC ... ... 2.30 –0.08 ... 11.31 10.28 InvestcorpIndiaA IVCA ... 34 11.00 +0.03 ... 15.68 6.89 LegalZoom LZ ... cc 11.10 +0.30 ...
72.50 48.12 GlobalFoundries GFS ... 23 58.75 +6.25 ... 2.66 1.55 MediciNova MNOV ... dd 1.56 –0.14 ...
104.67 63.45 HubGroup HUBG ... 13 89.25 +8.63 ... 167.84 127.71 InvestorsTitle ITIC 1.2 12 153.41 +6.434.00 77.32 42.91 LegendBiotech LEGN ... dd 61.29 +2.01 ... 14.58 7.10 MediWound MDWD ... dd 10.53 +0.77 ...
11.67 10.10 GlobalinkInvt GLLI ... 71 10.82 –0.03 ... 2.68 0.98 Invivyd IVVD ... dd 1.63 –0.07 ... 68.67 43.69 LeMaitreVascular LMAT 1.0 46 55.59 +0.94 .14
0.26 0.03 GlobalinkInvtRt GLLIR ... ... .08 –0.01 ... 11.70 10.01 HudsonAcqnI HUDA ... dd 10.60 ... ... 305.46 167.00 Medpace MEDP ... 35 299.60 +16.41 ...
1.35 0.10 HudsonAcqnIRt HUDAR ... ... .23 +0.02 ... 51.89 32.69 IonisPharm IONS ... dd 49.70 +1.01 ... 47.82 10.12 LendingTree TREE ... dd 29.66 +5.94 ... 45.49 1.46 MeihuaIntlMed MHUA ... 8 2.38 +0.72 ...
4.16 1.11 GlycoMimetics GLYC ... dd 1.98 +0.37 ... 9.36 3.21 IovanceBiotherap IOVA ... dd 7.78 +1.38 ... 20.95 10.80 LeonardoDRS DRS ... 30 18.98 +0.47 ...
17.94 9.53 Gogo GOGO ... 8 10.00 –0.33 ... 27.10 14.66 HudsonGlobal HSON ... 32 15.81 –1.19 ... 8.77 3.49 MeiraGTx MGTX ... dd 4.50 –0.20 ...
2.08 0.79 HuizeHolding HUIZ ... 5 .85 –0.02 ... 7.99 3.49 iQIYI IQ ... 18 4.68 +0.12 ... 4.89 3.20 LesakaTech LSAK ... dd 3.26 –0.11 ... 14.46 6.80 MelcoResorts MLCO ... dd 8.64 +0.81 ...
5.09 2.33 Gogoro GGR ... dd 2.55 +0.03 ... 140.23 70.24 iRhythmTechs IRTC ... dd 101.01 +11.85 ... 17.13 4.39 Leslie's LESL ... 44 6.41 +0.96 ...
25.06 19.62 GolarLNG GLNG 4.7 39 21.38 +0.33 .25 5.60 1.96 Humacyte HUMA ... dd 3.09 +0.29 ... 1660.00 815.86 MercadoLibre MELI ... 83 1606.19 +28.21 ...
209.21 163.66 JBHunt JBHT .8 27 202.22 +15.60 .42 3.48 1.31 Iridex IRIX ... dd 2.67 –0.09 ... 17.72 9.00 LexeoTherap LXEO ... ... 12.51 +0.92 ... 41.00 23.89 MercantileBank MBWM 3.4 8 39.65 +2.06 .34
47.50 30.38 GoldenEnt GDEN .0 5 41.14 +1.882.00 68.34 34.21 IridiumComm IRDM 1.3 dd 40.01 –0.57 .13 3.79 0.92 LexiconPharm LXRX ... dd 1.27 +0.02 ...
10.58 6.89 GoldenOcean GOGL 5.5 15 9.16 +0.39 .10 15.62 9.13 HuntingtonBcshs HBAN 4.8 9 12.86 +0.87 .155 13.25 7.37 MercerIntl MERC 3.3 dd 9.16 +0.59 .075
30.41 19.29 Hurco HURC 3.1 40 20.39 –0.26 .16 8.06 1.02 IrisEnergy IREN ... ... 6.01 +0.19 ... 3.86 1.62 LexinFintech LX 5.6 2 1.83 +0.03 .116 59.13 28.90 MercurySystems MRCY ... dd 37.46 +1.18 ...
10.45 10.14 GoldenStarAcqn GODN ... ... 10.41 +0.02 ... 51.49 28.23 iRobot IRBT ... dd 37.66 –2.05 ... 47.33 17.90 LiAuto LI ... 42 35.32 +0.45 ...
1.00 0.14 GoldenStarAcqnRt GODNR ... ... .20 –0.14 ... 113.31 66.51 HuronConsulting HURN ... 25 97.36 –7.69 ... 16.68 7.80 Meridian MRBK 3.7 9 13.38 +0.30 .125
22.75 3.90 Hut8 HUT ... dd 10.50 +0.25 ... 12.66 8.07 IronwoodPharm IRWD ... dd 11.13 +0.65 ... 4.56 1.21 LianBio LIAN ... dd 4.21 +0.10 ... 85.62 62.58 MeritMedical MMSI ... 42 71.56 +1.74 ...
15.38 12.27 GolubCapital GBDC 9.8 10 15.04 +0.41 .37 11.51 10.13 IsraelAcqns ISRL ... 50 10.70 +0.05 ... 97.05 68.15 LibertyBroadbandA LBRDA ... 17 77.44 +1.80 ...
9.37 4.14 GoodRx GDRX ... cc 6.33 +0.36 ... 2.27 0.67 Hydrofarm HYFM ... dd .88 –0.19 ... 13.46 10.10 MerrimackPharm MACK ... dd 13.24 +0.21 ...
23.00 8.20 iTeosTherap ITOS ... dd 10.85 +1.01 ... 96.88 68.67 LibertyBroadbandC LBRDK ... 17 77.41 +1.81 ... 9.62 0.80 MersanaTherap MRSN ... dd 2.05 ... ...
16.51 9.66 Goodyear GT ... dd 14.62 +0.65 ... 3.28 0.68 Hyperfine HYPR ... dd 1.07 –0.13 ...
79.99 49.19 Itron ITRI ... 45 73.01 +2.78 ... 22.09 15.01 LibertyGlobalA LBTYA ... dd 16.02 –0.17 ... 27.70 12.44 Merus MRUS ... dd 25.24 +1.31 ...
79.40 31.21 GooseheadIns GSHD ... cc 72.99 +1.79 ... 7.50 2.28 Hywin HYW ... 4 2.37 –3.79 ...
31.01 20.35 IturanLocation ITRN 2.6 12 26.44 –0.07 .24 22.20 15.47 LibertyGlobalB LBTYB ... dd 15.95 –0.25 ... 3.82 0.40 MesaAir MESA ... dd .98 –0.20 ...
6.57 2.41 GoPro GPRO ... dd 3.55 ... ... 2.35 0.45 HyzonMotors HYZN ... dd .90 –0.09 ...
J 22.78 16.27 LibertyGlobalC LBTYK ... dd 16.80 –0.28 ... 206.36 82.86 MesaLabs MLAB .6 dd 110.37 +7.36 .16
11.10 9.82 GoresIX A GHIX ... cc 10.49 –0.02 ... I 10.01 6.36 LibertyLatAmA LILA ... 8 7.00 –0.15 ...
3.06 0.45 GossamerBio GOSS ... dd 1.02 –0.01 ... 35.15 13.67 JakksPacific JAKK ... 4 34.87 +1.91 ... 5.12 0.97 Mesoblast MESO ... dd 1.07 +0.05 ...
69.85 41.39 IAC IAC ... dd 51.56 +2.49 ... 9.98 6.41 LibertyLatAmC LILAK ... 8 7.06 –0.10 ... 342.92 112.46 MetaPlatforms META ... 30 334.92 +2.17 ...
4.03 2.65 Grab GRAB ... dd 3.15 ... ... 177.71 133.27 J&JSnackFoods JJSF 1.7 42 170.26 –0.03 .735
31.40 11.45 IBEX IBEX ... 14 18.65 +0.35 ... 69.48 55.08 LibertyFormOne A FWONA ... 31 58.63 +1.46 ... 11.19 10.07 MetalSkyStar MSSA ... 43 10.94 –0.04 ...
6.99 1.40 GracellBiotech GRCL ... dd 5.66 +0.52 ... 67.10 24.01 JD.com JD 2.2 13 27.41 +0.96 .62
145.40 94.53 ICF Intl ICFI .4 36 132.73 –7.21 .14 37.00 29.48 LibertyLiveA LLYVA ... ... 36.01 +3.29 ... 0.22 0.08 MetalSkyStarRt MSSAR ... ... .09 –0.02 ...
143.34 99.65 GrandCanyonEduc LOPE ... 21 137.41 –3.26 ... 4.84 0.39 Joann JOAN ... dd .62 +0.05 ...
212.43 78.28 ICU Medical ICUI ... dd 99.41 +13.16 ... 78.58 60.95 LibertyFormOne C FWONK ... 34 64.39 +1.47 ... 54.83 35.46 Methanex MEOH 1.6 17 46.13 +3.40 .185
3.43 1.59 GraphiteBio GRPH ... dd 2.25 ... ... 43.20 24.12 Joyy YY 4.5 dd 38.54 +1.10 .20
35.22 13.29 IDEAYA Bio IDYA ... dd 35.07 +4.18 ... 39.00 29.63 LibertyLiveC LLYVK ... ... 36.63 +2.66 ... 26.23 13.10 MetroCityBkshs MCBS 2.8 12 25.40 +3.34 .18
11.82 7.51 GreatElmCap GECC13.4 6 10.43 –0.27 .10 184.19 136.57 JackHenry JKHY 1.3 33 164.36 –0.33 .52
568.30 372.50 IdexxLab IDXX ... 55 541.07 +9.72 ... 28.57 22.01 LibertySirius A LSXMA ... 15 27.89 +1.37 ... 94.30 67.69 MicrochipTech MCHP 1.9 20 92.20 +6.12 .439
2.49 1.59 GreatElm GEG ... 2 1.88 –0.15 ... 99.56 60.43 JackintheBox JACK 2.1 13 82.50 +2.99 .44
86.44 27.68 IES Holdings IESC ... 19 83.91 +2.30 ... 28.55 22.19 LibertySirius B LSXMB ... 15 27.90 +1.73 ... 82.99 48.43 MicronTech MU .6 dd 81.41 +6.45 .115
9.67 4.75 GreatLakesDredge GLDD ... dd 7.38 +0.36 ... 24.92 8.15 JamesRiver JRVR 2.4 6 8.49 –0.55 .05
27.92 3.81 IGM Biosci IGMS ... dd 6.60 –0.05 ... 28.60 22.24 LibertySirius C LSXMK ... 15 27.84 +1.20 ... 384.30 219.35 Microsoft MSFT .8 36 370.73 –3.50 .75
60.80 45.39 GreatSouthernBncp GSBC 2.7 10 58.41 +3.72 .40 22.98 14.83 JamfHolding JAMF ... dd 18.88 +1.81 ...
7.67 1.16 I-Mab IMAB ... ... 1.39 –0.11 ... 11.06 10.17 LibertyRscsA LIBY ... cc 10.91 –0.02 ... 599.39 132.56 MicroStrategy MSTR ... cc 570.41 –28.98 ...
37.49 22.85 GreenPlains GPRE ... dd 26.10 +2.79 ... 23.64 5.65 JanuxTherap JANX ... dd 10.37 +1.36 ...
3.95 0.65 IN8bio INAB ... dd 1.91 +0.92 ... 11.46 1.52 LifecoreBiomed LFCR ... dd 5.85 –0.42 ... 2.91 0.84 Microvast MVST ... dd 1.20 +0.06 ...
16.25 11.72 GreenPlainsPtrs GPP 14.0 8 13.00 +1.01 .455 160.96 111.25 JazzPharm JAZZ ... cc 121.50 +1.08 ...
3.30 0.82 IO Biotech IOBT ... dd 1.42 +0.14 ... 9.11 1.14 LifeMD LFMD ... dd 7.82 –0.57 ... 8.20 1.82 MicroVision MVIS ... dd 2.69 +0.13 ...
13.90 1.55 GreenidgeGen GREE ... dd 5.07 –0.27 ... 17.50 1.02 Jet.AI JTAI ... 31 3.59 +1.98 ...
141.85 83.00 IPG Photonics IPGP ... 59 108.20 +8.78 ... 9.59 4.22 LifeStanceHealth LFST ... dd 7.27 +0.58 ... 32.61 18.25 MidPennBancorp MPB 3.3 10 24.50 +1.65 .20
5.84 0.48 Greenlane GNLN ... dd .51 –0.10 ... 9.45 3.42 JetBlue JBLU ... dd 5.64 +0.23 ...
30.84 17.87 i3Verticals IIIV ... dd 20.82 +0.90 ... 8.90 4.31 LifetimeBrands LCUT 2.9 dd 5.85 –0.55.0425 14.03 10.39 MidCapFin MFIC11.2 10 13.63 –0.22 .38
11.72 7.57 GreenlightCapRe GLRE ... 4 10.86 –0.28 ... 32.21 17.11 JFrog FROG ... dd 31.55 +1.78 ...
12.15 10.00 IXAcqnA IXAQ ... 25 10.96 –0.01 ... 17.33 5.26 LifewayFoods LWAY ... 24 12.64 –0.22 ... 162.02 109.59 Middleby MIDD ... 17 143.62 +8.41 ...
10.97 6.50 Grifols GRFS ... cc 10.27 –0.10 ... 2.35 0.51 JianzhiEduc JZ ... ... .80 +0.06 ...
54.48 15.00 IcahnEnterprises IEP 38.7 dd 15.51 –0.82 1.00 85.70 49.24 LigandPharm LGND ... 80 67.35 +5.53 ... 90.56 61.34 MiddlesexWater MSEX 1.9 38 69.69 +2.10 .325
21.00 6.80 GrindrodShipping GRIN 1.4 dd 8.63 –0.541.016 8.19 2.05 Jiayin JFIN 7.3 1 5.22 +0.12 .38
39.73 22.26 Ichor ICHR ... dd 30.91 +3.63 ... 89.02 53.77 Light&Wonder LNW ... 60 83.85 –0.18 ... 27.38 17.98 MidlandStBncp MSBI 4.4 7 26.97 +1.92 .30
3.90 1.14 Gritstone GRTS ... dd 1.90 +0.24 ... 71.88 44.36 JohnsonOutdoors JOUT 2.7 26 49.35 +0.25 .33
5.40 1.36 iClickInteract ICLK ... ... 3.74 +0.04 ... 1.90 0.37 Lilium LILM ... ... 1.25 –0.13 ... 34.16 17.80 MidWestOneFin MOFG 3.7 12 26.38 +2.60.2425
36.54 25.71 GroceryOutlet GO ... 36 28.67 –0.58 ... K
288.50 181.92 Icon ICLR ... 45 279.03 +6.57 ... 19.49 12.01 Limoneira LMNR 1.6 38 19.12 +0.05 .075 4.49 2.12 MilestonePharm MIST ... dd 2.61 –0.34 ...
16.25 2.89 Groupon GRPN ... dd 11.41 +0.10 ...
16.11 4.75 Icosavax ICVX ... dd 15.68 +5.17 ... 590.15 355.88 KLA KLAC 1.0 26 585.13 +50.70 1.45 9.99 5.05 LincolnEduc LINC ... 11 9.36 –0.12 ... 29.85 13.20 MillerKnoll MLKN 2.6 66 28.55 +0.73.1875
100.21 50.23 GrAeroportuario OMAB ... 15 83.10 +11.55 ...
9.01 1.78 iHeartMedia IHRT ... dd 2.52 –0.13 ... 18.20 7.70 KLX Energy KLXE ... 4 10.23 +0.85 ... 218.37 139.92 LincolnElectric LECO 1.3 25 216.45 +9.65 .71 21.15 12.33 MillicomIntl TIGO ... 76 16.88 +0.32 ...
41.06 20.67 GuardantHealth GH ... dd 28.19 +2.45 ...
5.24 2.95 GulfIslandFab GIFI ... dd 4.11 –0.13 ... 7.64 1.02 IkenaOncology IKNA ... dd 1.97 +0.07 ... 12.10 4.30 KVH Inds KVHI ... dd 4.89 –0.33 ... 434.21 302.17 Linde LIN 1.3 34 407.38 +6.111.275 2.50 1.82 Mind CTI MNDO12.5 8 1.93 –0.03 .24
3.60 1.15 GulfResources GURE ... dd 1.23 –0.28 ... 238.55 89.00 Illumina ILMN ... dd 127.10 +14.16 ... 11.92 10.31 KairousAcqn KACL ... cc 11.45 ... ... 21.10 11.97 LiquiditySvcs LQDT ... 27 17.42 +0.30 ... 5.01 2.12 MindMed MNMD ... dd 3.35 +0.14 ...
9.25 5.94 Immersion IMMR 2.0 6 6.80 +0.12.045 94.55 53.67 KaiserAlum KALU 4.6 84 67.22 +7.22 .77 309.94 211.16 Littelfuse LFUS 1.0 21 260.58 +17.51 .65 21.98 5.85 MineralysTherap MLYS ... dd 8.06 +0.88 ...
H 14.29 3.70 Immuneering IMRX ... dd 8.00 +0.63 ... 2.27 1.53 Kaltura KLTR ... dd 1.80 ... ... 59.86 40.26 LivaNova LIVN ... cc 50.07 +3.64 ... 64.41 27.30 MiratiTherap MRTX ... dd 57.79 +1.30 ...
56.47 32.33 H&E Equipment HEES 2.1 11 52.74 +6.12 .275 3.17 0.95 Immunic IMUX ... dd 1.50 +0.32 ... 11.45 5.08 KalVistaPharm KALV ... dd 10.68 +2.52 ... 18.17 2.33 LivePerson LPSN ... dd 3.31 –0.14 ... 35.56 17.49 MirumPharm MIRM ... dd 34.93 +2.07 ...
23.49 16.33 HBT Finl HBT 3.2 10 21.00 +0.75 .17 6.93 1.21 ImmunityBio IBRX ... dd 4.30 +0.87 ... 6.35 3.72 Kamada KMDA ... 47 5.93 +0.21 ... 3.86 2.12 LiveVox LVOX ... dd 3.73 +0.03 ... 16.15 8.19 MissionProduce AVO ... dd 9.21 –0.14 ...
11.12 10.20 HCM Acqn A HCMA ... cc 11.09 –0.03 ... 67.43 42.21 Immunocore IMCR ... dd 64.17 +6.18 ... 4.27 2.22 KandiTech KNDI ... dd 2.70 +0.05 ... 4.02 0.20 LixiangEduc LXEH ... dd 1.06 +0.34 ... 48.11 28.73 Mobileye MBLY ... dd 41.96 +1.75 ...
2.32 0.91 HCW Biologics HCWB ... dd 1.11 +0.01 ... 29.96 3.61 Immunogen IMGN ... dd 29.45 +0.24 ... 26.26 13.13 Kanzhun BZ .0 89 16.02 +0.82 .18 25.00 18.53 LoganRidgeFin LRFC 4.4 dd 22.06 +0.07 .30 212.47 62.55 Moderna MRNA ... dd 86.01 +5.69 ...
23.97 17.31 HMN Fin HMNF 1.3 15 23.97 +4.01 .08 5.78 0.94 ImmunoPrecise IPA ... dd 1.38 +0.25 ... 26.69 12.50 KaratPkg KRT 2.6 14 23.49 +1.63 .20 95.23 50.26 LogitechIntl LOGI 1.3 40 94.08 +4.971.1805 113.53 26.05 ModivCare MODV ... dd 38.91 –0.23 ...

7.36 3.53 MolecularPtrs MOLN ... dd 4.38 +0.09 ... 187.61 111.20 Novanta NOVT ... 80 168.15 +14.26 ... 27.51 17.13 PaycorHCM PYCR ... dd 21.90 +0.65 ... 18.18 6.79 QuinStreet QNST ... dd 12.95 –0.05 ... 443.85 204.02 Saia SAIA ... 33 414.85 +23.35 ...
79.50 1.03 Momentus MNTS ... dd 1.82 –0.67 ... 13.70 5.06 Novavax NVAX ... dd 5.40 –0.17 ... 235.00 139.40 Paylocity PCTY ... 65 165.25 +12.90 ... 9.50 3.69 QurateRetailB QRTEB ... 34 6.75 +0.66 ... 1.45 0.52 SalemMedia SALM ... dd .55 –0.03 ...
83.42 56.25 MonarchCasino MCRI 1.8 15 67.93 +3.05 .30 120.03 10.87 Novocure NVCR ... dd 13.56 +1.06 ... 7.05 4.02 Payoneer PAYO ... 34 4.80 –0.33 ... 2.84 0.40 QurateRetailA QRTEA ... 5 .95 +0.01 ... 8.01 2.75 SanaBiotech SANA ... dd 4.01 +0.29 ...
195.14 94.76 monday.com MNDY ... dd 189.07 +14.04 ... 5.72 1.57 Novonix NVX ... dd 1.82 –0.04 ... 88.63 50.25 PayPal PYPL ... 18 61.26 +2.32 ... R 36.10 19.27 SandySpringBncp SASR 5.2 9 26.07 +2.26 .34
14.25 2.50 Mondee MOND ... dd 2.92 –0.25 ... 12.10 6.31 NubiaBrandA NUBI ... cc 8.28 –2.42 ... 38.99 21.58 PeapackGladFin PGC .7 9 29.05 +1.98 .05 127.26 76.49 Sanfilippo JBSS .8 18 101.87 +3.91 1.20
78.59 60.75 Mondelez MDLZ 2.4 21 70.70 –0.39 .425 13.99 4.22 NurixTherap NRIX ... dd 9.08 +0.48 ... 11.00 10.21 PearlHldgsAcqnA PRLH ... 32 10.75 –0.05 ... 31.45 10.47 RaptTherap RAPT ... dd 19.70 +2.22 ... 3.76 0.29 SangamoTherap SGMO ... dd .42 –0.07 ...
10.43 0.74 MoneyHero MNY ... dd 1.80 –1.14 ... 46.94 23.35 Nutanix NTNX ... dd 46.32 +0.30 ... 59.23 32.62 Pegasystems PEGA .2 dd 49.93 –2.50 .03 21.64 8.62 RBB Bancorp RBB 3.4 7 18.83 +1.79 .16 5.95 2.18 SangomaTechs SANG ... dd 3.26 –0.04 ...
442.84 164.59 MongoDB MDB ... dd 420.17 +38.38 ... 80.94 23.10 Nuvalent NUVL ... dd 80.28 +9.62 ... 17.83 4.28 Peloton PTON ... dd 6.15 +0.19 ... 97.45 50.43 RCI Hospitality RICK .4 20 63.44 +1.14 .06 65.58 43.41 Sanmina SANM ... 10 51.49 +1.69 ...
647.12 336.63 MonolithicPower MPWR .6 69 633.31 +57.58 1.00 43.81 13.32 Nuvei NVEI 1.7 dd 23.83 +0.05 .10 16.39 9.75 Pennant PNTG ... 33 13.50 –0.04 ... 27.83 10.11 RCM Tech RCMT ... 15 26.55 –0.38 ... 57.82 42.63 Sanofi SNY ... 13 47.68 +1.36 ...
505.48 138.84 NVIDIA NVDA .0 65 488.90 +13.84 .04 28.00 20.00 PennsWoodsBncp PWOD 6.3 9 20.40 ... .32 25.54 12.82 REGENXBIO RGNX ... dd 19.96 +0.38 ... 30.81 17.83 SapiensIntl SPNS 1.8 26 27.96 +2.04 .26
55.70 22.72 Monro MNRO 3.5 30 32.41 +2.08 .28
10.34 4.36 Nyxoah NYXH ... dd 4.67 +0.01 ... 33.78 23.05 PeoplesBncpOH PEBO 4.7 10 33.28 +2.43 .39 11.70 10.07 RF Acqn A RFAC ... cc 10.73 +0.06 ... 5.17 0.40 SarcosTech&Robotic STRC ... dd .70 +0.06 ...
60.47 47.13 MonsterBev MNST ... 37 55.09 +1.17 ...
34.88 16.35 PeoplesBncpNC PEBK 2.8 9 27.25 –0.06 .19 0.28 0.07 RF Acqn Rt RFACR ... ... .10 ... ... 159.89 55.25 SareptaTherap SRPT ... dd 92.99 +5.96 ...
9.48 2.44 MonteRosaTherap GLUE ... dd 5.00 +0.67 ... O
54.39 30.60 PeoplesFinSvcs PFIS 3.4 11 48.64 +3.92 .41 5.93 2.51 RF Industries RFIL ... dd 2.76 –0.04 ... 4.51 1.42 Savara SVRA ... dd 4.50 +0.34 ...
10.83 9.99 MontereyCapA MCAC ... dd 10.81 –0.01 ...
56.00 24.12 OddityTech ODD ... 62 40.16 +2.52 ... 20.00 3.72 PepGen PEPG ... dd 6.63 –0.34 ... 24.50 15.36 RGC Resources RGCO 3.7 19 21.57 +1.03 .20 39.71 26.14 ScanSource SCSC ... 12 39.07 +2.48 ...
0.30 0.02 MontereyCapRt MCACR ... ... .12 +0.01 ...
53.59 39.36 ODP ODP ... 11 51.21 +4.27 ... 196.88 155.83 PepsiCo PEP 3.0 28 167.00 +1.321.265 18.70 9.55 R1 RCM RCM ... dd 10.46 ... ... 36.64 22.34 SchnitzerSteel RDUS 2.5 dd 29.53 +3.16.1875
286.57 163.28 Morningstar MORN .6 cc 279.54 +4.78.405
111.35 59.61 ON Semi ON ... 17 85.65 +9.51 ... 19.62 11.50 PerdoceoEduc PRDO 2.6 8 16.92 –1.47 .11 3.57 1.05 RackspaceTech RXT ... dd 1.80 +0.21 ... 19.91 5.56 ScholarRock SRRK ... dd 18.98 +0.73 ...
63.08 19.35 Morphic MORF ... dd 31.00 +3.83 ...
11.87 7.50 OP Bancorp OPBK 4.6 6 10.50 +1.00 .12 12.92 6.80 PerellaWeinberg PWP 2.2 dd 12.63 +0.51 .07 37.97 17.82 RadNet RDNT ... cc 36.36 +0.14 ... 47.25 30.50 Scholastic SCHL 2.2 20 36.66 –3.11 .20
9.81 3.17 MorphoSys MOR ... 17 9.72 +2.67 ...
2.24 1.00 OPKO Health OPK ... dd 1.55 –0.09 ... 96.93 51.23 Perficient PRFT ... 24 67.06 +2.61 ... 23.35 13.53 Radware RDWR ... dd 16.90 +0.73 ... 59.24 17.33 Schrodinger SDGR ... 62 34.79 +2.84 ...
15.87 4.26 MotorcarParts MPAA ... dd 8.29 –1.06 ...
11.02 9.80 OPYAcqnIA OHAA ... dd 10.41 –0.03 ... 3.97 2.00 PerformantFin PFMT ... dd 2.90 –0.01 ... 14.48 0.82 RainOncology RAIN ... dd 1.20 +0.06 ... 12.75 4.63 scPharm SCPH ... dd 5.72 –0.09 ...
11.25 10.36 MountainI A MCAA ... 50 11.24 +0.01 ...
1005.96 767.27 OReillyAuto ORLY ... 25 951.57 +5.69 ... 42.75 24.10 PerionNetwork PERI ... 13 31.56 +3.68 ... 9.88 1.72 Rallybio RLYB ... dd 3.04 +0.15 ... 11.50 9.59 ScreamingEagleA SCRM ... 31 10.58 +0.01 ...
10.76 0.34 Movella MVLA ... dd .37 ... ...
139.90 77.77 OSI Systems OSIS ... 24 128.72 +6.33 ... 11.49 6.17 Perma-PipeIntl PPIH ... 13 7.85 –0.08 ... 19.94 5.94 RamacoRscsA METC 3.6 11 15.11 –1.67 .125 16.13 4.85 ScrippsEW SSP ... dd 7.77 –0.02 ...
17.00 3.40 MuralOncology MURA ... ... 3.43 –0.56 ...
21.48 17.70 OaktreeSpec OCSL10.9 13 20.15 –0.22 .07 4.31 0.89 Personalis PSNL ... dd 1.51 +0.10 ... 19.80 8.50 RamacoRscsB METCB 8.0 10 12.51 –2.66.2487 34.03 17.93 SeacoastBkgFL SBCF 2.5 24 29.01 +2.77 .18
7.60 3.01 Mynaric MYNA ... dd 6.85 +1.99 ...
3.16 0.44 Oatly OTLY ... dd 1.22 +0.11 ... 71.90 34.77 Rambus RMBS ... 27 69.47 +3.95 ...
24.21 13.82 MyriadGenetics MYGN ... dd 20.74 +2.22 ... 12.58 2.63 PetcoHealth WOOF ... dd 3.07 –0.26 ... 87.93 48.94 Seagate STX 3.3 dd 84.28 +3.69 .70
24.93 12.01 OceanFirstFin OCFC 4.7 8 17.06 +1.39 .20 8.09 1.82 RaniTherap RANI ... dd 2.84 –0.30 ...
N 22.98 8.75 PetIQ PETQ ... 43 18.12 +0.39 ... 10.06 5.28 SecureWorks SCWX ... dd 6.43 +0.55 ...
7.96 2.00 OcularTherapeutix OCUL ... dd 3.93 +0.31 ... 1.74 0.83 RapidMicro RPID ... dd 1.00 –0.12 ...
22.64 5.50 PetMedExpress PETS16.4 dd 7.33 +0.08 .30 9.20 5.35 SecurityNatFin SNFCA ... 6 8.89 +0.37 ...
41.25 17.76 Napco Security NSSC .9 37 34.37 +2.26 .08 14.50 6.26 Oculis OCS ... ... 10.00 –1.75 ... 60.15 30.54 Rapid7 RPD ... dd 59.44 +2.69 ...
17.81 9.65 Pharming PHAR ... dd 11.80 –0.20 ... 6.75 1.46 Seer SEER ... dd 1.75 +0.04 ...
45.02 27.53 NBT Bancorp NBTB 3.1 15 41.46 +2.49 .32 18.10 3.75 OfficePropIncm OPI 14.9 dd 6.69 +0.42 .25 28.12 17.95 RayzeBio RYZB ... ... 26.39 +0.99 ...
29.80 6.02 Pharvaris PHVS ... dd 25.97 +0.55 ... 108.18 84.47 SelectiveIns SIGI 1.4 19 100.14 –0.95 .35
5.68 0.60 NGM Biopharm NGM ... dd .75 –0.11 ... 27.99 21.69 OhioValleyBanc OVBC 3.7 9 23.50 –0.20 .22 7.05 1.37 RealGoodFood RGF ... dd 1.56 –0.09 ...
17.02 5.84 PhathomPharm PHAT ... dd 8.72 +0.29 ... 4.00 0.15 SelinaHosp SLNA ... ... .18 ... ...
231.54 149.54 NICE NICE ... 40 199.20 –4.00 ... 91.50 61.71 Okta OKTA ... dd 83.17 +11.16 ... 2.94 1.00 RealReal REAL ... dd 2.36 –0.01 ...
40.00 30.53 Phenixfin PFX ... 5 39.00 +1.00 ... 4.96 0.55 Semantix STIX ... dd .70 –0.08 ...
30.14 19.20 NMI Holdings NMIH ... 8 28.76 +0.66 ... 7.10 1.35 Olaplex OLPX ... 20 2.38 –0.10 ... 16.75 4.54 RecursionPharm RXRX ... dd 9.70 +2.10 ...
16.52 9.40 PhibroAnimal PAHC 4.3 22 11.29 +0.21 .12 12.03 10.20 SemperParatusA LGST ... cc 11.01 ... ...
3.25 0.97 NN NNBR ... dd 3.06 +0.10 ... 438.05 277.49 OldDomFreight ODFL .4 35 393.05 +23.60 .40 56.49 43.50 RedRiverBcshs RRBI .6 11 56.06 +3.05 .08
37.92 27.85 PhillipsEdison PECO 3.0 77 37.08 +1.46.0975 35.18 13.13 Semtech SMTC ... dd 22.29 +2.25 ...
1.41 0.22 NRX Pharm NRXP ... dd .34 +0.01 ... 18.81 11.66 OldNatlBncp ONB 3.3 8 17.00 +0.80 .14 16.50 5.35 RedRobin RRGB ... dd 11.41 +0.64 ...
11.83 10.24 PhoenixBiotech PBAX ... dd 10.91 +0.01 ... 65.65 32.50 SenecaFoods A SENEA ... 11 51.02 +1.02 ...
142.23 89.30 NV5Global NVEE ... 40 110.54 +7.50 ... 17.70 10.79 Old2ndBcp OSBC 1.3 7 15.87 +0.51 .05 51.36 37.82 RedRockResorts RRR 2.0 14 49.82 +3.25 .25
29.94 13.86 Photronics PLAB ... 15 29.51 +8.63 ... 64.87 31.51 SenecaFoods B SENEB ... 11 51.66 +0.26 ...
238.27 150.90 NXP Semicon NXPI 1.7 22 232.93 +17.381.014 17.79 2.19 OlemaPharm OLMA ... dd 12.20 +0.07 ... 17.68 3.74 Redfin RDFN ... dd 9.51 +1.40 ...
27.38 19.96 Pilgrim'sPride PPC ... cc 25.98 –0.30 ... 1.93 0.51 SenseiBiotherap SNSE ... dd .66 –0.02 ...
11.00 10.12 NaborsEnerIIA NETD ... ... 10.36 +0.05 ... 26.47 14.10 OlinkHolding OLK ... dd 25.90 +0.05 ... 11.23 10.04 RedwoodsAcqn RWOD ... 77 10.69 –0.01 ...
90.32 43.31 PinnacleFinPtrs PNFP 1.0 11 87.59 +5.01 .22 1.79 1.09 SenstarTech SNT ... 23 1.20 +0.04 ...
2.97 0.92 NanoLabs NA ... ... 1.85 +0.03 ... 83.19 44.72 Ollie'sBargain OLLI ... 27 68.78 –3.42 ... 0.20 0.03 RedwoodsAcqnRt RWODR ... ... .08 –0.03 ...
1.45 0.35 PintecTech PT ... dd 1.15 +0.02 ... 2.11 0.27 SentiBiosciences SNTI ... dd .38 –0.05 ...
22.69 4.89 NanoXImaging NNOX ... dd 6.79 +0.69 ... 59.88 30.06 OlympicSteel ZEUS .8 17 59.29 +3.18 .125 68.56 54.72 RegencyCtrs REG 4.0 31 66.91 +2.95 .67
2.32 1.01 Pixelworks PXLW ... dd 1.21 +0.06 ... 9.86 1.10 SeraPrognostics SERA ... dd 4.90 +0.56 ...
11.00 1.75 Nanobiotix NBTX ... dd 6.24 +0.51 ... 128.51 63.43 OmegaFlex OFLX 1.5 39 85.86 +8.15 .33 887.94 668.00 RegenPharm REGN ... 25 859.14 +19.00 ...
16.05 11.16 PlainsAllAmPipe PAA 7.2 11 14.86 –0.01.2675 6.87 0.91 SeresTherap MCRB ... dd .99 –0.10 ...
13.20 0.47 NanoStringTech NSTG ... dd .54 –0.03 ... 11.98 1.30 OmegaTherap OMGA ... dd 2.47 +0.18 ... 23.18 5.95 RelayTherap RLAY ... dd 10.14 +0.77 ...
16.70 11.79 PlainsGP PAGP 7.0 19 15.29 –0.07.2675 11.57 6.84 ServiceProperties SVC 9.5 dd 8.46 +0.78 .20
63.90 46.88 Nasdaq NDAQ 1.6 25 54.74 +0.77 .22 7.80 0.92 Omeros OMER ... 9 2.84 +0.27 ... 4.85 2.00 RelmadaTherap RLMD ... dd 2.48 –0.08 ...
9.77 5.78 PlayaHotels PLYA ... 33 8.00 +0.44 ... 2.37 0.33 17Educ&Tech YQ ... dd .37 +0.03 ...
63.00 35.02 Natera NTRA ... dd 59.01 +0.86 ... 5.98 3.06 OmniAb OABI ... dd 5.64 +0.76 ... 27.95 8.94 RemitlyGlobal RELY ... dd 17.87 –1.40 ...
5.01 2.38 Playstudios MYPS ... dd 2.65 +0.05 ... 6.22 1.93 Shapeways SHPW ... dd 2.08 –0.26 ...
83.00 61.35 Nathan's NATH 2.8 15 72.44 +1.45 .50 77.14 28.72 Omnicell OMCL ... dd 38.26 +3.28 ... 4.04 0.30 Renalytix RNLX ... dd .37 –0.07 ...
12.90 7.58 Playtika PLTK ... 11 8.67 +0.43 ... 2.71 0.77 Sharecare SHCR ... dd .94 ... ...
55.12 42.09 NationalBeverage FIZZ ... 28 49.46 +2.88 ... 13.29 5.98 1-800-FLOWERS FLWS ... dd 10.16 +0.69 ... 11.30 0.98 ReneoPharm RPHM ... dd 1.42 –5.58 ...
115.36 83.84 Plexus PLXS ... 22 109.35 +7.62 ... 7.50 1.33 ShattuckLabs STTK ... dd 6.61 +4.24 ...
6.49 1.01 NatlCineMedia NCMI ... 1 3.98 –0.17 ... 5.69 3.72 180DegreeCap TURN ... dd 3.85 –0.02 ... 7.28 4.04 ReNewEnergy RNW ... 71 7.16 +0.25 ...
36.64 12.61 PliantTherap PLRX ... dd 16.76 +2.13 ... 25.51 15.62 ShenandoahTel SHEN .4 cc 20.28 –0.54 .09
47.60 36.61 NatlResearch NRC 1.2 34 39.05 –2.45 .12 3.58 1.19 111 YI ... dd 1.54 –0.11 ... 15.82 3.08 RepareTherap RPTX ... dd 6.75 +0.40 ...
6.59 1.98 PolestarAuto PSNY ... dd 2.46 +0.19 ... 7.05 5.81 Shimmick SHIM ... ... 6.19 +0.05 ...
43.82 13.71 NationalVision EYE ... dd 19.72 +0.94 ... 6.63 3.45 1stdibs.com DIBS ... dd 4.57 –0.17 ... 200.98 110.45 Repligen RGEN ... 89 181.22 +21.95 ...
10.04 6.51 PonceFinl PDLB ... dd 9.85 +0.20 ... 30.10 12.11 ShoalsTech SHLS ... 19 15.83 +2.54 ...
488.90 225.02 NatlWesternLife NWLI .1 14 482.00 –0.01 .36 13.51 0.79 OneMedNet ONMD ... dd .92 –0.27 ... 29.52 5.89 Replimune REPL ... dd 8.06 +0.77 ...
11.93 10.16 PonoCapitalThree PTHR ... 66 10.59 +0.02 ... 315.95 157.00 ShockwaveMed SWAV ... 29 187.40 +13.20 ...
10.12 5.06 NaturalAlt NAII ... 51 6.58 –0.01 ... 39.15 21.78 OneWaterMarine ONEW ... dd 31.66 +4.21 ... 53.97 37.23 RepublicBcpKYA RBCAA 2.8 12 52.92 +3.31 .374
11.56 10.14 PonoCapTwoA PTWO ... cc 10.78 +0.05 ... 29.67 19.24 ShoeCarnival SCVL 1.6 10 29.29 +2.30 .12
4.65 1.50 NautilusBiotech NAUT ... dd 3.18 +0.14 ... 12.00 10.05 OnyxAcqnIA ONYX ... cc 10.99 –0.01 ... 7.77 5.19 ReservoirMedia RSVR ... dd 6.82 +0.89 ...
423.97 295.95 Pool POOL 1.1 28 392.40 +38.28 1.10 18.15 9.66 ShoreBancshares SHBI 3.4 18 13.95 +0.97 .12
19.69 14.10 Navient NAVI 3.3 7 19.21 +0.73 .16 11.99 4.89 OpenLending LPRO ... 41 7.60 +0.81 ... 18.88 13.00 ResourcesConnect RGP 4.0 12 14.13 –0.17 .14
82.25 49.34 Popular BPOP 3.1 8 80.53 +3.10 .62 34.10 10.39 Shyft SHYF 1.6 15 12.55 +0.92 .05
11.17 3.11 NavitasSemi NVTS ... dd 8.16 +0.62 ... 43.25 28.02 OpenText OTEX 2.4 32 41.11 +1.18 .25 16.37 10.99 RetailOppor ROIC 4.2 49 14.12 +0.70 .15
24.41 13.89 Portillo's PTLO ... 62 16.30 +0.32 ... 4.94 0.56 Sientra SIEN ... dd .62 –0.07 ...
25.38 16.38 Nayax NYAX ... dd 18.46 –3.28 ... 5.41 0.92 OpendoorTech OPEN ... dd 4.06 +0.40 ... 37.98 5.72 RevanceTherap RVNC ... dd 8.08 +0.71 ...
23.72 16.27 PortmanRidge PTMN16.1 dd 17.10 +0.05 .69 22.49 15.01 SierraBancorp BSRR 4.2 9 22.13 +1.29 .23
33.73 19.58 nCino NCNO ... dd 31.47 +2.08 ... 28.58 5.85 Opera OPRA 3.0 18 12.93 +1.73 .80 11.31 9.98 RevelstoneCapA RCAC ... cc 10.80 +0.01 ...
8.82 1.54 PoseidaTherap PSTX ... dd 3.24 +0.08 ... 15.30 1.04 SightSciences SGHT ... dd 3.33 +0.46 ...
18.65 0.06 NearIntelligence NIR ... dd .06 –0.09 ... 8.06 2.13 OportunFin OPRT ... dd 3.09 +0.08 ... 35.60 15.44 RevolutionMed RVMD ... dd 26.63 +2.04 ...
11.14 5.20 Potbelly PBPB ... 55 9.39 +0.12 ... 16.64 4.55 SilenceTherap SLN ... dd 16.03 +1.53 ...
28.41 10.85 NeoGames NGMS ... dd 28.31 +0.41 ... 6.09 1.60 Opthea OPT ... dd 2.52 –0.08 ... 30.77 24.80 ReynoldsCnsmr REYN 3.5 21 26.52 +0.28 .23
54.44 41.31 PotlatchDelt PCH 3.9 57 46.70 +1.71 .45 50.00 13.75 Silicom SILC ... 8 16.76 –0.58 ...
24.10 14.37 Neogen NEOG ... dd 19.42 +1.24 ... 4.85 2.26 OpticalCable OCC ... 5 2.97 +0.22 ... 47.62 15.50 RhythmPharm RYTM ... dd 47.20 +10.71 ...
93.18 33.68 PowellIndustries POWL 1.2 20 90.27 +4.25.2625 194.68 74.56 SiliconLabs SLAB ... 73 133.30 +11.41 ...
21.74 6.38 NerdWallet NRDS ... dd 14.17 +1.25 ... 2.07 0.90 Optinose OPTN ... dd 1.16 –0.08 ... 4.84 1.78 RibbonComms RBBN ... dd 2.65 +0.49 ...
11.24 10.01 Pwr&Digital II A XPDB ... cc 10.70 –0.03 ... 95.33 49.50 SiliconMotion SIMO .8 36 59.97 +1.11 .50
91.78 58.08 NetApp NTAP 2.2 28 88.92 –0.47 .50 35.74 24.23 OptionCare OPCH ... 23 31.97 +2.07 ... 25.01 10.25 RichardsonElec RELL 1.8 12 13.35 –0.06 .06
99.60 66.90 PowerIntegrations POWI .9 76 84.97 +6.60 .20 58.04 6.08 SilkRoadMed SILK ... dd 10.24 +0.52 ...
118.90 67.96 NetEase NTES 1.7 18 102.89 –1.65 .495 7.82 4.38 OraSureTechs OSUR ... 12 7.65 +0.55 ... 2.04 0.71 RigelPharm RIGL ... dd 1.29 –0.03 ...
3.49 1.64 PowerFleet PWFL ... dd 2.63 +0.32 ... 10.47 7.52 SilverSpikeInvt SSIC 9.9 ... 9.74 +0.21 .45
485.00 273.41 Netflix NFLX ... 47 472.06 +18.30 ... 23.39 4.26 OrchestraBioMed OBIO ... dd 10.68 +2.73 ... 5.32 2.01 RiminiStreet RMNI ... 24 3.09 –0.06 ...
11.80 10.07 PowerUpAcqn PWUP ... 57 10.88 +0.01 ... 23.20 14.94 SilvercrestAsset SAMG 4.6 13 16.40 +0.24 .19
20.90 10.40 Netgear NTGR ... dd 14.79 +0.80 ... 4.12 0.97 OrganiGram OGI ... dd 1.33 ... ... 7.95 4.17 RiverviewBncp RVSB 3.8 10 6.40 –0.05 .06
78.75 11.85 PraxisPrecision PRAX ... dd 15.46 –1.37 ... 23.68 13.36 SimmonsFirstNat SFNC 4.1 11 19.37 +1.58 .20
36.24 19.74 NetScout NTCT ... 25 22.67 +1.22 ... 9.79 2.91 OricPharm ORIC ... dd 9.31 –0.12 ... 28.06 11.68 Rivian RIVN ... dd 22.83 +3.79 ...
2.29 0.81 Precigen PGEN ... dd 1.22 +0.04 ... 52.69 32.58 SimulationsPlus SLP .6 86 42.01 +2.64 .06
17.74 9.35 NeumoraTherap NMRA ... ... 14.61 +2.03 ... 23.19 9.57 OrthofixMed OFIX ... dd 12.12 +0.36 ... 17.00 2.70 Roadzen RDZN ... 59 3.20 +0.41 ...
77.75 42.42 PreferredBankLA PFBC 3.8 7 74.12 +6.09 .70 22.41 9.39 Sinclair SBGI 7.7 10 13.01 –0.34 .25
125.02 89.04 Neurocrine NBIX ... 64 120.22 +2.94 ... 53.50 23.10 OrthoPediatrics KIDS ... dd 31.16 +0.63 ... 13.23 7.57 Robinhood HOOD ... dd 11.69 –0.04 ...
184.82 78.53 PreformedLine PLPC .6 9 128.24 +1.69 .20 3.00 0.31 SingularGenomics OMIC ... dd .42 +0.04 ...
6.95 1.03 Neuronetics STIM ... dd 2.15 +0.32 ... 92.74 56.56 OtterTail OTTR 2.2 12 78.89 +2.93.4375 29.05 14.89 RocketPharm RCKT ... dd 28.31 +3.08 ...
8.57 1.66 PreludeTherap PRLD ... dd 4.35 +0.99 ... 7.95 3.32 SiriusXM SIRI 2.0 17 5.40 +0.76.0266
9.73 1.22 NeuroPace NPCE ... dd 9.06 +0.66 ... 5.95 3.34 Outbrain OB ... dd 4.34 +0.27 ... 33.09 11.78 RockyBrands RCKY 2.1 21 28.87 –1.98 .155
27.99 13.60 PremierFinl PFC 5.3 7 23.39 +1.52 .31 142.88 81.09 SiTime SITM ... dd 129.42 +14.61 ...
44.83 25.06 NewFortressEner NFE 1.1 20 37.65 –0.23 .10 30.55 2.90 OutsetMedical OM ... dd 6.04 +0.16 ... 6.01 3.72 RockyMtnChoc RMCF ... dd 4.41 +0.27 ...
35.57 18.89 Premier PINC 3.8 15 22.18 +1.18 .21 11.00 10.16 SizzleAcqn SZZL ... dd 10.96 +0.01 ...
13.23 11.27 NewMtnFin NMFC 9.9 11 12.98 +0.13 .10 4.14 1.62 OvidTherap OVID ... dd 3.44 +0.09 ... 13.24 6.43 RoivantSciences ROIV ... dd 11.16 +1.33 ...
46.05 3.84 Prenetics PRE ... dd 4.10 ... ... 34.10 17.50 SkywardSpecIns SKWD ... 19 33.34 +0.38 ...
11.67 10.12 NewProvidenceII A NPAB ... 66 10.69 +0.01 ... 6.27 4.41 OxfordLane OXLC19.9 7 4.83 –0.17 .08 108.84 38.26 Roku ROKU ... dd 95.93 –7.43 ...
5.74 0.50 PrestoAutomation PRST ... dd .56 –0.06 ... 51.06 14.76 SkyWest SKYW ... dd 49.37 +0.36 ...
12.96 7.23 NY Mortgage NYMT14.1 dd 8.53 –0.41 .30 3.70 2.60 OxfordSquare OXSQ14.7 cc 2.86 –0.08 .035 14.80 3.31 Root ROOT ... dd 10.52 –0.18 ...
82.63 60.01 PriceSmart PSMT 1.2 21 74.21 +3.96 .46 123.69 85.06 Skyworks SWKS 2.4 18 112.59 +8.81 .68
18.70 5.63 NewAmstPharma NAMS ... ... 10.74 +0.94 ... PQ 551.91 416.78 RoperTech ROP .6 46 541.55 +4.95 .75
21.48 5.54 PrimeMedicine PRME ... dd 8.83 +0.33 ... 41.61 9.00 SleepNumber SNBR ... 86 16.71 +1.73 ...
14.55 9.76 NewcourtAcqnA NCAC ... dd 10.85 –0.15 ... 137.84 99.00 RossStores ROST 1.0 27 133.94 +1.86 .335
31.36 15.66 PAM Transport PTSI ... 11 19.20 –1.03 ... 12.42 7.01 PrimisFinl FRST 3.6 54 11.22 +0.29 .10 2.65 1.44 SmartSand SND ... 6 1.91 –0.02 ...
16.76 6.50 NewellBrands NWL 3.2 dd 8.75 +0.33 .07 11.42 10.29 RothCHAcqnA USCT ... 79 10.88 –0.07 ...
13.00 4.90 P&FIndustries PFIN 1.5 dd 12.98 +0.06 .05 37.99 23.49 PrincetonBncp BPRN 3.2 9 37.60 +3.36 .30 1.51 0.49 SmartShareGlbl EM ... dd .54 –0.05 ...
10.15 5.07 Newmark NMRK 1.2 cc 9.92 +1.24 .03 11.36 10.06 RothCHAcqnV ROCL ... dd 10.63 –0.01 ...
19.41 12.86 PCB Bancorp PCB 4.0 8 18.14 +1.05 .18 93.87 65.17 PrincipalFinl PFG 3.4 13 78.45 +3.30 .67 14.86 8.21 Smith&Wesson SWBI 3.7 20 13.04 +0.43 .12
11.10 3.38 Rover ROVR ... cc 10.86 ... ...
23.48 15.58 NewsCorp A NWSA .9 97 23.40 +1.46 .10 68.26 37.76 PCConnection CNXN .5 23 67.45 +2.24 .08 30.15 19.68 PriviaHealth PRVA ... 74 22.54 +1.31 ... 12.38 6.70 SnapOne SNPO ... dd 8.84 +1.59 ...
147.82 101.82 RoyalGold RGLD 1.3 34 119.08 +0.89 .40
24.60 15.73 NewsCorp B NWS .8 cc 24.53 +1.59 .10 7.00 3.78 PCTEL PCTI 3.1 30 6.99 +0.08 .055 6.77 1.95 Procaps PROC ... 5 3.08 +0.08 ... 3.07 0.83 SoYoungIntl SY ... 27 1.21 –0.02 ...
40.59 25.92 RoyaltyPharma RPRX 2.9 68 27.37 –1.20 .20
20.83 10.75 NewtekOne NEWT 4.9 15 14.84 +0.62 .18 149.63 59.67 PDD PDD ... 33 148.35 +9.39 ... 26.23 7.58 ProFrac ACDC ... 9 8.18 +0.21 ... 10.58 9.82 SocialLvgI A SLAC ... 60 10.32 +0.04 ...
46.30 32.84 RushEnt A RUSHA 1.6 7 43.10 +2.50 .17
217.76 132.30 NexstarMedia NXST 3.5 13 154.63 +6.00 1.35 48.02 26.12 PDF Solutions PDFS ... cc 30.52 +0.07 ... 62.34 48.93 ProgressSoftware PRGS 1.3 31 54.83 +1.39 .175 11.70 4.24 SoFiTech SOFI ... dd 9.35 +1.22 ...
50.05 35.43 RushEnt B RUSHB 1.5 8 46.81 +1.77 .17
2.24 0.36 Next.e.GO EGOX ... dd .50 –0.06 ... 36.26 18.35 PENN Entmt PENN ... dd 25.75 +1.89 ... 44.95 28.03 Progyny PGNY ... 67 34.50 –1.76 ... 17.25 7.80 Sohu.com SOHU ... dd 9.94 +0.60 ...
40.60 10.29 RxSight RXST ... dd 39.71 +4.74 ...
1.92 0.98 NextCure NXTC ... dd 1.11 –0.24 ... 3.80 0.43 PLBY Group PLBY ... dd .88 +0.21 ... 10.90 9.98 ProjectEnReimag PEGR ... 65 10.55 –0.02 ... 5.71 0.92 SolGelTech SLGL ... dd .99 –0.18 ...
131.26 73.50 Ryanair RYAAY ... 12 130.55 +5.65 ...
48.27 28.24 Nextracker NXT ... 25 47.87 +7.95 ... 9.77 1.18 PMV Pharm PMVP ... dd 2.25 –0.06 ... 9.41 0.35 ProSomnus OSA ... dd .61 +0.06 ... 345.80 63.25 SolarEdgeTech SEDG ... 27 97.12 +18.72 ...
8.57 4.37 NicholasFin NICK ... dd 6.69 –0.15 ... 43.34 11.85 PRA Group PRAA ... dd 23.45 +2.72 ... 7.70 5.03 ProspectCapital PSEC12.0 ... 6.02 +0.25 .06 S 8.20 1.81 SolidBiosci SLDB ... dd 5.19 +0.13 ...
3.71 0.52 Nikola NKLA ... dd .91 +0.19 ... 43.82 24.83 ProceptBio PRCT ... dd 43.41 +4.09 ... 30.10 8.40 ProtagonistTherap PTGX ... dd 21.07 +0.71 ... 38.43 24.51 S&T Bancorp STBA 4.1 8 32.06 +1.46 .33 3.86 1.20 SolidPower SLDP ... dd 1.32 –0.12 ...
5.51 1.49 9F JFU ... ... 4.10 –0.01 ... 171.92 115.45 PTC PTC ... 83 171.07 +4.46 ... 4.18 1.04 ProtaraTherap TARA ... dd 1.78 +0.18 ... 312.34 185.23 SBA Comm SBAC 1.4 55 248.49 +4.31 .85 3.79 1.73 SomaLogic SLGC ... dd 2.11 –0.33 ...
10.97 4.85 908Devices MASS ... dd 7.95 +0.98 ... 59.84 17.53 PTC Therap PTCT ... dd 28.39 +2.00 ... 79.65 28.51 Prothena PRTA ... dd 39.99 +3.91 ... 3.87 1.15 SCYNEXIS SCYX ... 1 1.60 –0.08 ... 35.00 2.39 Sonder SOND ... dd 2.47 –0.44 ...
10.19 10.08 99Acqn NNAG ... cc 10.17 +0.01 ... 98.47 64.33 Paccar PCAR 1.1 12 96.25 +0.87 .27 14.98 10.16 ProvidentFin PROV 4.7 10 12.00 +0.15 .14 64.69 52.20 SEI Investments SEIC 1.4 18 62.00 +1.76 .43 21.98 9.78 Sonos SONO ... dd 17.01 +0.84 ...
0.25 0.14 99AcqnRt NNAGR ... ... .15 –0.02 ... 14.55 5.74 PacBiosciCA PACB ... dd 9.44 +0.85 ... 20.08 10.92 PubMatic PUBM ... cc 17.41 +0.30 ... 29.51 11.23 SI-BONE SIBN ... dd 19.00 –0.34 ... 5.77 1.85 SophiaGenetics SOPH ... dd 4.38 +0.23 ...
6.19 1.94 NiuTech NIU ... dd 2.16 ... ... 35.66 17.53 PacificPremBncp PPBI 4.5 12 29.25 +2.88 .33 14.28 6.75 Pulmonx LUNG ... dd 12.30 +0.51 ... 8.49 4.22 SIGA Tech SIGA .0 dd 5.56 –0.69 .45 19.40 7.66 SoteraHealth SHC ... dd 15.82 +1.42 ...
7.15 1.28 Nkarta NKTX ... dd 3.20 +0.47 ... 48.60 25.93 PaciraBioSci PCRX ... cc 31.29 +3.23 ... 5.14 2.13 PumaBiotech PBYI ... 53 3.92 –0.21 ... 10.88 10.05 SKGrowthOppsA SKGR ... 36 10.83 –0.01 ... 2.50 1.34 SotherlyHotels SOHO ... 17 1.54 +0.11 ...
12.88 2.73 NKGenBiotech NKGN ... dd 3.36 –0.04 ... 13.00 6.85 PactivEvergreen PTVE 3.1 dd 12.70 +0.32 .10 38.49 17.08 PureTechHealth PRTC ... dd 17.52 –0.48 ... 18.50 10.81 SLM SLM 2.4 14 18.25 +1.39 .11 5.11 0.93 SoundHoundAI SOUN ... dd 2.21 +0.11 ...
15.91 8.13 nLIGHT LASR ... dd 13.87 +0.33 ... 318.00 132.22 PaloAltoNtwks PANW ... cc 307.30 +8.88 ... 6.76 0.55 PurpleInnovation PRPL ... dd .95 –0.30 ... 16.09 13.48 SLR Invt SLRC10.9 11 15.09 –0.34 .41 30.22 18.75 SouthPlainsFin SPFI 1.8 8 29.00 +0.54 .13
11.42 0.20 noco-noco NCNC ... 3 .21 –0.05 ... 64.41 43.64 Palomar PLMR ... 21 58.25 –2.81 ... 9.63 1.96 Puyi PUYI ... dd 2.52 +0.36 ... 29.99 12.66 SMART Global SGH ... ... 18.54 +1.03 ... 87.77 59.51 SouthState SSB 2.4 12 86.79 +6.93 .52
19.40 0.12 Nogin NOGN ... dd .13 –0.03 ... 97.78 60.66 PapaJohn's PZZA 2.5 32 73.74 +3.60 .46 6.92 1.13 PyxisOncology PYXS ... dd 1.73 –0.12 ... 104.72 0.93 SMXSecurityMatters SMX ... ... .97 –0.07 ... 46.28 20.75 SouthernFirstBcsh SFST ... 20 35.75 +3.60 ...
6.55 1.96 Noodles NDLS ... dd 3.18 –0.15 ... 11.63 9.35 PapayaGrowthI A PPYA ... 24 10.72 –0.04 ... 61.03 35.14 QCR Holdings QCRH .4 9 58.01 +3.36 .06 1.86 0.49 SPI Energy SPI ... dd .93 +0.12 ... 52.19 30.28 SoMO Bancorp SMBC 1.6 13 51.74 +4.30 .21
257.04 202.57 Nordson NDSN 1.1 30 251.96 +12.80 .68 29.51 13.40 ParamountA PARAA .9 dd 21.81 +1.06 .05 25.49 13.12 QifuTechnology QFIN 5.3 4 14.83 +0.06 .50 52.40 31.52 SP Plus SP ... 29 50.59 –0.61 ... 31.00 19.61 SouthernStBcsh SSBK 1.2 8 28.83 +2.89 .09
56.79 33.15 NortheastBank NBN .1 8 55.03 +1.04 .01 25.93 10.51 ParamountB PARA 1.2 dd 16.27 –0.58 .05 114.59 80.62 Qorvo QRVO ... dd 112.26 +8.29 ... 196.39 120.66 SPS Commerce SPSC ... cc 184.60 +1.22 ... 40.38 25.38 SouthsideBcshs SBSI 4.4 10 31.79 +1.40 .02
14.18 10.08 NorthernTechsIntl NTIC 2.4 39 11.79 +1.02 .07 28.79 10.90 Park-Ohio PKOH 2.0 dd 25.05 +1.82 .125 143.49 101.47 Qualcomm QCOM 2.2 22 143.13 +10.16 .80 2.57 0.30 Srivaru SVMH ... cc .45 –0.64 ... 22.73 12.74 SovosBrands SOVO ... dd 21.95 –0.02 ...
100.25 62.44 NorthernTrust NTRS 3.5 16 85.45 +5.06 .75 1.92 0.58 PassageBio PASG ... dd .75 +0.10 ... 200.84 101.10 Qualys QLYS ... 54 198.85 +10.53 ... 64.52 46.61 SS&C Tech SSNC 1.6 25 60.15 +3.04 .24 10.15 10.07 SparkIAcqnA SPKL ... dd 10.12 ... ...
16.09 8.39 NorthfieldBanc NFBK 4.3 13 12.22 +1.09 .13 60.49 39.75 PathwardFinl CASH .4 9 52.49 +0.08 .05 28.99 1.41 QuantaSing QSG ... 23 1.68 –0.40 ... 17.74 10.34 SSR Mining SSRM 2.6 11 10.78 –0.45 .07 32.36 20.51 SpartanNash SPTN 3.7 26 23.11 +0.17 .215
57.04 33.29 NorthrimBanCorp NRIM 4.4 11 54.61 +0.31 .60 17.46 12.81 PatriaInvts PAX 6.5 19 15.09 +0.69 .199 28.77 10.02 Quanterix QTRX ... dd 25.03 +1.99 ... 19.99 15.26 SWK Holdings SWKH ... 15 18.29 +1.07 ... 15.40 1.29 Spectaire SPEC ... dd 1.61 –0.01 ...
11.13 10.03 NorthViewAcqn NVAC ... 94 11.13 +0.18 ... 11.97 10.31 PatriaLatAm PLAO ... 26 11.07 +0.01 ... 2.00 0.24 Quantum QMCO ... dd .29 +0.04 ... 14.82 10.08 SabraHealthcare SBRA 8.4 dd 14.30 +0.16 .30 2.04 0.99 SperoTherap SPRO ... cc 1.29 –0.03 ...
0.20 0.06 NorthViewRt NVACR ... ... .10 +0.01 ... 94.19 57.59 PatrickIndustries PATK 2.4 14 93.21 +5.35 .55 3.90 1.12 Quantum-Si QSI ... dd 1.70 +0.13 ... 7.92 2.99 Sabre SABR ... dd 4.32 +0.44 ... 152.77 81.11 Splunk SPLK ... cc 152.56 +1.61 ...
14.64 9.80 NorthwestBcshs NWBI 6.4 11 12.44 +0.57 .20 12.00 3.90 PatriotNatBncp PNBK ... dd 4.20 –0.30 ... 10.10 10.07 QuettaAcqn QETA ... ... 10.09 ... ... 89.96 65.78 SafetyInsurance SAFT 4.7 36 76.98 –1.64 .90 18.05 7.71 SpokHoldings SPOK 8.7 8 14.31 –0.46.3125
40.60 25.58 NorthwestPipe NWPX ... 13 29.33 +1.65 ... 16.20 6.95 PatriotTransport PATI ... 22 16.18 +0.10 ... 2.20 1.00 QuettaAcqnRt QETAR ... ... 1.21 +0.16 ... 28.85 18.89 SagaComm SGA 3.9 14 25.45 +2.602.00 15.57 8.08 Sportradar SRAD ... dd 10.60 +0.26 ...
61.24 45.97 NorthWesternEner NWE 5.0 17 50.83 –1.04 .64 34.53 25.00 Patterson PDCO 3.9 13 27.00 +0.42 .26 5.40 1.06 Quhuo QH ... 29 1.50 –0.23 ... 11.72 10.15 SagaliamAcqnA SAGA ... dd 10.95 –0.17 ... 10.26 2.98 SportsmansWrhs SPWH ... dd 4.18 +0.02 ...
34.72 23.00 NorwoodFin NWFL 3.5 12 34.01 +4.11 .30 17.86 9.70 PattersonUTIEn PTEN 2.9 8 11.07 +0.22 .08 98.67 57.54 QuidelOrtho QDEL ... cc 71.06 +5.04 ... 59.99 16.52 SageTherap SAGE ... dd 21.66 +1.65 ... 13.69 8.50 SportsMapTech SMAP ... dd 11.40 +0.42 ...
135.00 79.21 Nova NVMI ... 31 132.40 +5.40 ... 129.70 104.09 Paychex PAYX 2.8 29 126.84 +2.82 .89 1.93 0.54 QuinceTherap QNCX ... dd 1.18 +0.22 ... 18.33 2.13 Sagimet SGMT ... ... 6.20 +2.57 ... 10.81 10.12 SpringValleyII A SVII ... 35 10.81 +0.02 ...
D ATA NASDAQ ISSUES FOREIGN MARKETS

0.29 0.02 SpringValleyII Rt SVIIR ... ... .11 +0.01 ... 251.17 185.00 TractorSupply TSCO 1.9 21 217.30 +5.23 1.03 10.46 6.37 VersaBank VBNK .7 9 10.13 +2.01.0184 245.76 157.52 WD-40 WDFC 1.5 49 235.29 –4.25 .88 117.86 79.33 WynnResorts WYNN 1.1 cc 88.76 +4.57 .25
36.03 18.00 SpringWorks SWTX ... dd 33.99 +2.49 ... 91.85 41.20 TradeDesk TTD ... cc 74.89 +4.26 ... 30.00 11.92 Vertex VERX ... dd 26.81 –1.77 ... 51.77 29.59 WSFS Financial WSFS 1.3 10 45.42 +3.94 .15 XYZ
49.26 30.10 SproutsFarmers SFM ... 20 48.28 +2.26 ... 97.18 60.38 Tradeweb TW .4 51 88.24 –2.11 .09 411.60 282.21 VertexPharm VRTX ... 31 410.68 +60.53 ... 13.31 3.28 WW Intl WW ... dd 7.55 +0.38 ...
3.57 0.97 SpruceBio SPRB ... dd 1.66 +0.16 ... 0.44 0.09 TrailblazerI Rt TBMCR ... ... .10 –0.05 ... 24.69 8.22 VerveTherap VERV ... dd 13.86 +1.07 ... 37.29 23.36 WaFd WAFD 3.1 9 32.01 +1.45 .25 47.40 5.65 XBPEurope XBP ... dd 6.96 –9.11 ...
81.81 30.29 StaarSurgical STAA ... 85 33.41 +0.01 ... 10.43 10.08 TrailblazerI A TBMC ... cc 10.43 +0.02 ... 36.00 5.22 ViaRenewables VIA ... dd 9.16 +0.07 ... 3.40 1.58 Wag! PET ... dd 1.71 –0.05 ... 10.39 1.40 XIAO-I AIXI ... ... 2.39 +0.17 ...
9.23 3.83 Stagwell STGW ... dd 6.08 +0.67 ... 9.44 4.92 TransActTechs TACT ... 14 6.99 +0.05 ... 7.61 3.15 ViantTech DSP ... dd 6.87 –0.51 ... 39.93 19.68 WalgreensBoots WBA 7.6 dd 25.20 +2.04 .48 23.51 13.48 XOMA XOMA ... dd 15.75 –0.20 ...
3.16 1.10 StdBioTools LAB ... dd 1.99 –0.25 ... 115.41 65.60 Transcat TRNS ... 91 101.63 +5.05 ... 47.35 15.02 ViaSat VSAT ... dd 26.00 +1.82 ... 11.90 7.82 WalkMe WKME ... dd 9.45 –0.67 ... 27.71 10.30 XP XP 10.7 19 24.54 +0.71 .73
25.03 16.57 StarBulkCarriers SBLK 7.4 10 21.18 +1.11 .22 99.63 36.42 TransMedics TMDX ... dd 77.50 +4.60 ... 12.40 8.74 Viatris VTRS 4.7 7 10.27 +0.44 .12 16.34 8.82 WarnerBrosA WBD ... dd 12.26 +0.79 ... 6.69 3.00 XBiotech XBIT ... dd 4.65 +0.48 ...
1.59 0.65 StarEquity STRR ... 1 1.04 –0.05 ... 10.86 4.10 Travelzoo TZOO ... 13 9.58 –0.04 ... 12.19 7.26 ViaviSolutions VIAV ... cc 9.58 +1.05 ... 38.76 23.62 WarnerMusic WMG 2.0 41 33.59 –0.34 .17 72.97 53.73 XcelEnergy XEL 3.4 19 61.58 +0.67 .52
20.79 10.76 Star STHO ... dd 14.24 +1.13 ... 23.18 5.25 TravereTherap TVTX ... dd 8.66 +0.02 ... 98.38 35.48 Vicor VICR ... 37 43.04 +4.65 ... 48.78 21.69 WashTrBcp WASH 7.0 11 32.06 +2.55 .56 38.20 16.49 Xencor XNCR ... dd 20.92 +0.67 ...
115.48 89.21 Starbucks SBUX 2.4 27 96.75 +0.14 .57 27.97 5.27 TreaceMed TMCI ... dd 10.46 +0.96 ... 35.13 26.14 VictoryCapital VCTR 3.7 11 34.36 +1.51 .32 17.70 9.62 WaterstoneFinl WSBF 4.4 27 13.74 +1.05 .15 43.75 27.99 XenonPharm XENE ... dd 41.41 +3.07 ...
7.12 2.51 StealthGas GASS ... 5 6.50 +0.07 ... 8.59 3.16 TremorIntl TRMR ... dd 4.69 +0.42 ... 95.40 0.62 View VIEW ... dd 4.00 +2.37 ... 100.93 42.27 WeatherfordIntl WFRD ... 19 88.95 +2.76 ... 3.07 0.97 XerisBiopharma XERS ... dd 2.02 –0.01 ...
136.46 90.55 SteelDynamics STLD 1.4 8 124.52 +11.36 .425 3.50 0.97 TreviTherap TRVI ... dd 1.28 +0.13 ... 13.10 2.85 VigilNeurosci VIGL ... dd 3.60 +0.07 ... 25.57 9.09 Weibo WB .0 6 9.99 +0.42 .85 18.36 12.06 Xerox XRX 5.5 17 18.29 +3.25 .25
32.39 19.83 StepStone STEP 2.9 27 28.67 +2.67 .21 52.66 28.66 TriCoBancshares TCBK 2.8 11 42.62 +3.22 .30 25.72 3.76 VikingTherap VKTX ... dd 18.90 +0.42 ... 11.68 10.06 WelsbachTech WTMA ... dd 10.70 +0.01 ... 4.92 0.70 XilioTherap XLO ... dd .71 –0.14 ...
56.12 37.78 Stericycle SRCL ... dd 49.90 +1.45 ... 31.89 22.59 TriMas TRS .6 21 26.32 +0.68 .04 26.66 20.25 VillageSuper A VLGEA 4.0 7 24.94 –0.13 .25 0.27 0.04 WelsbachTechRt WTMAR ... ... .10 –0.01 ... 41.07 12.45 Xometry XMTR ... dd 29.92 +5.34 ...
16.84 10.00 SterlingCheck STER ... dd 12.95 –0.21 ... 62.01 39.57 Trimble TRMB ... 39 51.77 +4.87 ... 5.19 3.02 Vimeo VMEO ... 79 3.85 –0.02 ... 23.90 18.19 Wendy's WEN 5.0 21 19.93 +0.80 .25 2.23 1.28 Xunlei XNET ... 8 1.52 +0.01 ...
84.00 30.35 SterlingInfr STRL ... 21 77.62 +8.13 ... 1.24 0.37 TrinityBiotech TRIB ... dd .50 –0.05 ... 11.47 7.70 VinciPartners VINP 6.7 15 10.43 –0.06 .17 4.57 1.57 WerewolfTherap HOWL ... dd 2.99 +0.09 ... 10.95 2.70 Y-mAbsTherap YMAB ... dd 6.63 –0.45 ...
42.90 29.92 StevenMadden SHOO 2.0 19 42.22 +2.96 .21 15.37 10.65 TrinityCapital TRIN12.5 10 15.22 +0.39 .05 93.00 4.59 VinFastAuto VFS ... dd 7.88 +1.03 ... 50.31 35.02 WernerEnterprises WERN 1.3 18 42.08 +1.81 .14 46.88 35.24 YorkWater YORW 2.2 24 38.42 –0.80.2108
6.03 2.63 StitchFix SFIX ... dd 4.04 +0.05 ... 43.59 30.70 Trip.com TCOM ... 15 33.76 +0.86 ... 3.91 0.47 VintageWineEstates VWE ... dd .49 –0.02 ... 38.56 19.84 WesBanco WSBC 4.7 11 30.41 +1.28 .36 11.73 9.93 YottaAcqn YOTA ... cc 10.35 –0.22 ...
66.08 36.93 StockYardsBncp SYBT 2.4 13 50.81 +2.34 .30 27.30 14.15 Tripadvisor TRIP ... dd 19.28 +1.37 ... 1.60 0.81 ViomiTech VIOT ... dd .91 +0.01 ... 25.80 15.04 WestBancorp WTBA 4.7 13 21.25 +1.92 .25 8.50 0.56 Yunji YJ ... dd .83 +0.04 ...
14.00 3.35 StokeTherap STOK ... dd 5.12 +0.35 ... 16.24 3.32 TriSalusLifeSci TLSI ... dd 8.45 +4.45 ... 31.55 7.72 VirBiotech VIR ... dd 9.96 +0.34 ... 59.63 35.52 WestamericaBncp WABC 3.1 9 56.68 +2.68 .44 49.81 22.35 ZaiLab ZLAB ... dd 29.99 +2.70 ...
17.60 8.09 StoneCo STNE ... 28 17.08 +1.24 ... 2.20 0.16 TritiumDCFC DCFC ... dd .21 ... ... 2.47 0.44 ViractaTherap VIRX ... dd .47 –0.03 ... 52.23 29.73 WesternDigital WDC ... dd 50.68 +2.82 ... 10.91 0.19 ZappEV ZAPP ... dd .23 –0.01 ...
70.90 49.62 StoneX SNEX ... 9 67.37 +3.22 ... 78.50 45.08 TriumphFinl TFIN ... 40 76.61 +4.40 ... 10.88 3.54 VircoMfg VIRC .8 6 10.50 +1.99 .02 10.20 5.58 WestNewEngBncp WNEB 3.4 8 8.26 +0.08 .07 351.74 194.59 ZebraTech ZBRA ... 30 270.18 +34.05 ...
21.72 9.95 Stratasys SSYS ... dd 12.63 +0.47 ... 10.15 2.26 trivago TRVG .0 dd 2.43 –0.10.5628 21.66 16.26 VirtuFinancial VIRT 4.6 13 20.68 +1.85 .24 13.40 4.90 WestportFuelSys WPRT ... dd 7.22 +0.32 ... 31.46 9.56 ZentalisPharm ZNTL ... dd 14.67 +1.71 ...
98.22 64.53 StrategicEd STRA 2.6 45 91.27 +0.21 .60 3.53 1.76 TrueCar TRUE ... dd 3.49 +0.55 ... 248.23 165.00 VirtusInvtPtrs VRTS 3.5 12 219.92 +13.48 1.90 14.25 6.88 WestrockCoffee WEST ... dd 9.69 +0.25 ... 6.36 0.41 ZeroFox ZFOX ... dd .54 –0.06 ...
26.75 16.06 Strattec STRT ... dd 22.45 +1.34 ... 69.15 18.45 Trupanion TRUP ... dd 31.92 +2.93 ... 11.85 10.21 VisionSensingA VSAC ... cc 11.05 –0.01 ... 31.21 20.30 WeycoGroup WEYS 3.3 9 30.61 +1.25 .25 6.44 3.89 ZevraTherap ZVRA ... dd 4.76 –0.32 ...
29.29 18.51 StratusProp STRS ... dd 26.68 –0.67 ... 38.81 23.78 TrustcoBank TRST 4.7 8 30.72 +1.03 .36 171.66 108.66 Visteon VC ... 24 128.03 +5.13 ... 25.38 13.86 Willdan WLDN ... cc 20.10 –0.85 ... 94.06 57.97 ZiffDavis ZD ... 82 66.55 +3.30 ...
12.50 3.46 StrongholdDig SDIG ... dd 5.00 –0.20 ... 35.58 18.96 Trustmark TRMK 3.3 18 27.59 +1.71 .23 33.29 12.50 VitaCoco COCO ... 42 26.12 –1.08 ... 65.19 37.01 WillisLease WLFC ... 7 47.75 +0.15 ... 55.68 30.23 Zillow A ZG ... dd 54.78 +10.12 ...
75.02 20.80 StructureTherap GPCR ... dd 59.16 –2.71 ... 7.15 1.45 TScanTherap TCRX ... dd 4.95 –1.61 ... 18.18 10.00 VitalFarms VITL ... 31 14.42 –0.79 ... 258.93 195.29 WillisTowers WTW 1.4 25 236.73 –5.93 .84 57.19 31.10 Zillow C Z ... dd 55.80 +9.39 ...
28.07 17.06 SummitFin SMMF 3.2 7 27.79 +1.11 .22 2.90 0.62 Tuniu TOUR ... 23 .72 –0.08 ... 23.99 9.80 Vitru VTRU ... 16 13.18 ... ... 1.85 0.56 WiMiHologram WIMI ... dd .72 –0.08 ... 15.50 5.05 ZimVie ZIMV ... dd 11.22 +0.03 ...
18.67 11.80 SummitStateBk SSBI 3.7 7 13.15 +0.33 .12 13.20 1.63 TurnstoneBiologics TSBX ... dd 2.23 +0.10 ... 9.89 5.59 VividSeats SEAT ... 16 6.53 –0.52 ... 253.75 129.46 Wingstop WING .4 cc 245.68 –1.50 .22 55.20 18.26 ZionsBancorp ZION 3.7 8 43.84 +4.91 .41
5.78 1.25 SummitTherap SMMT ... dd 2.56 +0.37 ... 13.26 6.17 TurtleBeach HEAR ... dd 11.50 –0.04 ... 12.53 8.11 Vodafone VOD 11.5 2 8.17 –0.56.4815 451.30 233.21 Winmark WINA .8 38 422.44 –24.249.40 85.13 58.87 ZoomVideo ZM ... 96 71.57 –1.49 ...
23.80 12.39 SunCountryAir SNCY ... 13 16.21 –0.89 ... 2.89 0.75 TuSimple TSP ... dd .95 –0.05 ... 7.44 1.62 VorBiopharma VOR ... dd 2.25 +0.05 ... 98.23 57.48 WintrustFinl WTFC 1.7 9 93.02 +1.74 .40 31.05 12.36 ZoomInfoTech ZI ... 54 18.33 +2.69 ...
9.73 2.79 SunOpta STKL ... dd 4.84 –0.02 ... 2.99 0.61 23andMe ME ... dd .95 +0.08 ... 14.34 5.27 VoyagerTherap VYGR ... 6 7.98 +0.22 ... 8.00 1.35 WISeKey WKEY ... dd 1.57 –0.06 ... 223.53 84.93 Zscaler ZS ... dd 221.66 +22.86 ...
21.64 3.68 SunPower SPWR ... dd 6.14 +1.38 ... 16.36 8.60 TwinDisc TWIN 1.1 18 14.37 –1.09 .04 2.82 0.59 Vroom VRM ... dd .74 +0.05 ... 114.38 70.28 Wix.com WIX ... dd 112.35 +9.17 ... 28.97 13.19 Zumiez ZUMZ ... dd 19.39 +0.04 ...
30.55 8.43 SunRun RUN ... dd 18.63 +5.74 ... 35.63 11.46 TwistBiosci TWST ... dd 34.61 +7.63 ... 140.73 88.30 Woodward WWD .6 36 135.67 +2.12 .22 10.80 6.02 Zymeworks ZYME ... 3 9.10 –0.19 ...
357.00 69.02 SuperMicroComp SMCI ... 28 300.11 +27.46 ... W 279.83 157.85 Workday WDAY ... cc 272.70 –0.71 ... 17.25 6.88 Zynex ZYXI ... 24 10.12 +1.46 ...
15.25 1.54 2seventybio TSVT ... dd 3.74 +0.64 ...
14.39 7.14 SuperiorGroup SGC 4.2 29 13.37 +0.46 .14 13.15 0.88 2U TWOU ... dd 1.15 +0.15 ... 7.12 3.15 WaveLifeSci WVE ... dd 4.41 –0.09 ... 160.07 58.44 WorldAcceptance WRLD ... 14 136.66 +12.59 ... 153.30 0.68 ZyVersaTherap ZVSA ... dd .78 –0.12 ...
42.09 21.99 SupernusPharm SUPN ... 70 27.25 +0.34 ... 19.74 6.25 TyraBiosciences TYRA ... dd 13.50 –0.45 ...
45.79 22.05 SurgeryPartners SGRY ... dd 32.45 +0.47 ... U
39.41 16.00 Surmodics SRDX ... dd 37.75 +3.16 ...
126.55 75.01 UFP Inds UFPI 1.0 14 123.36 +9.23 .30
8.72
64.14
142.14
2.01
10.21
67.73
SutroBioph
Symbotic
Synaptics
STRO ...
SYM ...
SYNA ...
dd
dd
dd
3.98
53.47
117.91
+0.41 ...
+3.14 ...
+11.16 ...
92.68
5.80
50.68
2.31
UMB Fin
UPFintech
UMBF 1.9
TIGR ...
11
19
82.98
4.24
+6.71 .39
–0.08 ...
Europe Asia
29.86 11.22 SyndaxPharm SNDX ... dd 20.77 +4.12 ... 13.40 8.56 USCB Financial USCB ... 13 12.35 +0.38 ... Rough Seas: Shipping company Hapag-Lloyd said it paused Stimulated: Alibaba, JD.com and other Chinese tech stocks
573.77 312.25 Synopsys SNPS ... 70 556.27 +20.34 ... 229.65 129.29 US Lime&Min USLM .4 19 228.00 +11.65 .20
6.60 1.17 uCloudlink UCL ... 25 2.37 –0.16 ... traffic through the Red Sea after attacks on its ships. rose on news that China implemented fresh stimulus measures.
2.30 1.73 SyprisSolutions SYPR ... dd 1.94 +0.01 ...

5.67 2.09 SyrosPharm SYRS ... dd 4.16 +0.02 ... 16.01 8.17 Udemy UDMY ... dd 14.99 +0.01 ...
556.60 368.02 UltaBeauty ULTA ... 20 490.63 +8.47 ... S&P Europe BMI 1.04% S&P Pan Asia BMI 1.51%
T
40.80 22.15 UltraClean UCTT ... ... 31.47 +2.92 ...
13.18 4.23 TelaBio TELA ... dd 5.76 +0.22 ... 54.98 31.52 UltragenyxPharm RARE ... dd 45.97 +5.51 ... Netherlands 3.76 Hong Kong 5.34
15.15 10.97 TFS Finl TFSL 7.6 56 14.90 +1.45.2825 11.85 3.67 Ultralife ULBI ... 28 7.21 +0.06 ...
11.00 10.14 TGVentureAcqn TGVC ... dd 10.86 –0.01 ...
Sweden 3.51 Philippines 3.47
30.87 20.07 UnionBankshares UNB 4.8 12 30.10 +0.27 .36
11.35 10.22 TLGY Acqn A TLGY ... 36 11.08 +0.01 ... 24.19 5.49 uniQure QURE ... dd 8.27 +1.11 ... Greece 1.56 Australia 3.44
3.20 0.51 TMCthemetals TMC ... dd 1.16 +0.03 ... 58.23 33.68 UnitedAirlines UAL ... 5 43.58 +2.61 ...
10.78 10.10 TMT Acqn TMTC ... 81 10.52 –0.01 ... Switzerland 1.33 India 2.35
42.45 25.35 UnitedBkshrsWV UBSI 3.9 13 37.52 +2.16 .37
1.88 0.19 TMT Acqn Rt TMTCR ... ... .24 +0.04 ... 35.25 20.37 UtdCmtyBks UCBI 3.1 14 29.96 +2.47 .23 France 0.99 South Korea 2.05
161.19 124.92 T-MobileUS TMUS 1.7 24 156.15 –0.25 .65 32.54 18.41 UnitedFire UFCS 3.3 dd 19.49 –1.74 .16
42.14 24.74 TPG TPG 3.3 dd 42.07 +4.58 .48 U.K. 0.54 Malaysia 1.92
12.51 5.79 UnitedGuardian UG 2.5 15 8.14 –0.03 .10
14.80 1.63 TPIComposites TPIC ... dd 3.41 +1.16 ... 8.45 5.50 UnitedSecBcshrs UBFO 5.8 7 8.29 +0.15 .12 Denmark 0.43 Taiwan 1.81
132.76 87.43 T.RowePrice TROW 4.6 15 106.28 +7.84 1.22 281.40 204.44 UnitedTherap UTHR ... 14 246.45 +4.80 ...
54.20 15.27 TTEC TTEC 4.8 25 21.75 +1.49 .52 Germany 0.30 China 1.24
6.86 2.94 Uniti UNIT10.8 dd 5.55 +0.06 .15
17.46 11.13 TTM Tech TTMI ... dd 15.60 +0.73 ... 28.40 20.01 UnityBancorp UNTY 1.7 7 27.67 –0.05 .12 Norway 0.27 New Zealand 1.23
4.45 2.16 Taboola TBLA ... dd 3.66 +0.08 ... 5.72 1.46 UnityBiotech UBX ... dd 1.71 –0.18 ...
26.11 9.70 TactileSystems TCMD ... 13 14.13 +0.79 ... 189.08 103.32 UnivDisplay OLED .8 43 185.13 +9.88 .35
Finland 0.27 Indonesia 1.11
164.85 97.21 TakeTwoSoftware TTWO ... dd 160.20 +4.88 ... 25.91 7.02 UnvlElectronics UEIC ... dd 8.27 +0.59 ... Belgium 0.21 Thailand 0.95
47.18 13.82 TandemDiabetes TNDM ... dd 28.63 +4.62 ... 45.00 20.85 UnivLogistics ULH 1.6 7 26.23 –0.07 .105
13.03 2.47 TangoTherap TNGX ... dd 10.64 +1.46 ... 17.89 6.80 UnvlStainless USAP ... dd 16.94 –0.41 ...
Italy 0.07 Japan 0.37
12.19 10.21 TargetGlbl I A TGAA ... 47 11.00 –0.04 ... 12.48 0.75 UniversePharm UPC ... dd 1.46 +0.04 ... -1.58 Spain Singapore 0.34
25.25 11.33 TarsusPharm TARS ... dd 19.05 +1.76 ... 29.05 16.10 UnivestFin UVSP 3.9 8 21.56 +1.27 .21
22.00 7.95 TaskUs TASK ... 28 12.61 +0.19 ... 36.17 21.68 Upbound UPBD 4.5 cc 33.20 +1.45 .37 Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
9.99 4.97 TatTechnologies TATT ... 18 9.67 –0.22 ... 9.71 2.42 UplandSoftware UPLD ... dd 4.61 +0.05 ...
3.89 0.50 TayshaGene TSHA ... dd 1.63 –0.16 ...
12.25
52.95
10.21
23.43
Tech&TelecomA
TechTarget
TETE ...
TTGT ...
84
77
11.45
33.43
... ...
+2.05 ...
72.58
15.88
37.82
11.93
6.56
23.26
Upstart
Upwork
UrbanOutfitters
UPST ...
UPWK ...
URBN ...
dd
dd
13
44.52
14.80
36.38
+7.60 ...
+0.74 ...
+0.27 ...
Key Foreign Stock Market Indexes
6.43 4.33 Ericsson ERIC 2.8 dd 5.99 +0.33.0873 Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date
24.13 7.41 UroGenPharma URGN ... dd 15.00 +0.73 ... Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg.
22.75 6.00 Telesat TSAT ... 1 10.88 +0.26 ... 2.36 1.32 Usio USIO ... dd 1.64 +0.01 ...
3.32 0.30 TelesisBio TBIO ... dd .40 +0.02 ... 102.40 75.00 UtahMedProducts UTMD 1.5 18 81.50 +0.99 .30 Amsterdam AEX 793.13 +1.44 +104.12 +15.11 Milan FTSE All Share 32442 +0.16 +6722.06 +26.14
5.39 1.53 Telos TLS ... dd 3.96 –0.48 ... 5.03 3.10 UTStarcom UTSI ... dd 3.40 –0.03 ... Athens General 1290.79 +1.23 +361.00 +38.83 Oslo Composite 1504.40 –0.14 +141.72 +10.40
63.57 31.28 10xGenomics TXG ... dd 53.47 +4.63 ... 3.92 0.70 Uxin UXIN ... dd .74 –0.15 ... Bangkok SET 1391.03 +0.73 –277.63 –16.64 Paris CAC 7596.91 +0.93 +1123.15 +17.35
49.77 33.85 Tenable TENB ... dd 44.58 +3.43 ...
V Bombay Sensex 71483 +2.37 +10643 +17.49 Santiago Selective 3434.34 +2.35 +261.77 +8.25
8.09 1.64 TenayaTherap TNYA ... dd 2.08 +0.09 ...
10.93 10.12 TenXKeaneAcqn TENK ... 56 10.91 +0.01 ... 6.83 2.53 VNET VNET ... dd 2.88 –0.18 ... Brussels Bel-20 3732.72 +1.04 +31.55 +0.85 Sao Paulo Bovespa 130197 +2.44 +20462 +18.65
8.83 0.16 TenXKeaneAcqnRt TENKR ... ... .16 –0.05 ... 14.75 7.25 VOXX Intl VOXX ... dd 11.11 –0.03 ...
63.92 39.89 VSE VSEC .7 26 61.47 +0.44 .10 Buenos Aires Merval 925657 –1.72 +723572 +358.05 Seoul Composite 2563.56 +1.82 +327.16 +14.63
119.20 81.08 Teradyne TER .4 34 105.16 +12.87 .11
14.04 3.26 TernsPharm TERN ... dd 6.35 –0.31 ... 39.80 6.75 Vacasa VCSA ... dd 7.43 +0.26 ... Copenhagen OMX 20 2188.83 +0.28 +353.55 +19.26 Shanghai Composite 2942.56 –0.91 –146.70 –4.75
25.50 6.85 TerritorialBncp TBNK 1.8 12 10.98 +1.41 .05 12.61 6.39 ValleyNatlBncp VLY 4.0 10 11.07 +1.12 .11 Dublin ISEQ 8562.60 +0.66 +1453.78 +20.45 Shenzhen B Share Idx 1064.00 –0.85 –93.33 –8.06
299.29 101.81 Tesla TSLA ... 82 253.50 +9.66 ... 17.05 9.07 Valneva VALN ... dd 10.76 –0.39 ...
EURO STOXX SXXE 476.22 +0.80 +66.25 +16.16 Singapore FTSE STI 3116.51 +0.19 –134.82 –4.15
173.27 131.19 TetraTech TTEK .6 32 165.53 –0.21 .26 8.15 3.30 VandaPharm VNDA ... 19 3.88 +0.12 ...
69.27 42.79 TexasCapBcshs TCBI ... 8 62.35 +4.63 ... 23.90 17.05 VarexImaging VREX ... 22 21.39 +1.70 ... EURO STOXX 50 SXSE 4549.44 +0.58 +755.82 +19.92 Stockholm OMXS 896.81 +3.85 +114.95 +14.70
188.12 139.48 TexasInstruments TXN 3.1 22 168.64 +11.61 1.30 45.35 22.01 VaronisSystems VRNS ... dd 44.26 +0.64 ... Frankfurt DAX 16751 –0.05 +2827.85 +20.31 STOXX Europe 50 SXSP 4070.63 +0.15 +418.80 +11.47
118.16 90.38 TexasRoadhouse TXRH 1.9 27 116.01 +2.49 .55 4.60 3.05 VastaPlatform VSTA ... dd 4.10 –0.05 ...
Helsinki OMHX 9935.07 –0.08 –872.71 –8.07 STOXX Europe 600 SXXP 476.61 +0.92 +51.72 +12.17
42.27 25.13 TheBancorp TBBK ... 12 40.51 +1.22 ... 62.06 34.11 Vaxcyte PCVX ... dd 60.56 +3.89 ...
7.18 1.95 TherapeuticsMD TXMD ... dd 2.34 +0.26 ... 4.47 0.71 Vaxxinity VAXX ... dd .75 –0.02 ... Hong Kong Hang Seng 16792 +2.80 –2989.22 –15.11 Sydney S&P/ASX 200 7442.70 +3.44 +404.01 +5.74
12.03 8.25 TheravanceBio TBPH ... dd 10.99 +0.26 ... 31.12 17.70 VeecoInstr VECO ... 31 30.91 +2.50 ... Istanbul IMKB 7993.86 +1.01 +2484.69 +45.10 Taipel Weighted 17653 +1.55 +3515.42 +24.87
14.77 2.05 TheseusPharm THRX ... dd 3.75 –0.03 ... 47.25 2.06 VentyxBiosciences VTYX ... dd 2.25 +0.04 ...
Jakarta Composite 7193.60 +0.33 +342.98 +5.01 Tel Aviv 125 Index 1846.21 +0.79 +32.86 +1.81
21.50 12.31 ThirdCoastBcshs TCBX ... 12 19.73 +1.18 ... 8.35 3.99 VeraBradley VRA ... dd 7.11 –0.41 ...
11.32 3.75 ThirdHarmonic THRD ... dd 10.99 +1.04 ... 20.61 5.20 VeraTherap VERA ... dd 16.00 +2.30 ... Johannesburg All Share 75289 +2.03 +2241.29 +3.07 Tokyo Nikkei-225 32970 +2.05 +6876.05 +26.35
1.48 0.60 36Kr KRKR ... dd .62 ... ... 30.52 19.52 Veracyte VCYT ... dd 28.17 +2.55 ... Kuala Lumpur Composite 1462.45 +1.42 –33.03 –2.21 Toronto S&P/TSX 20529 +0.97 +1144.23 +5.90
11.81 3.18 Thoughtworks TWKS ... dd 4.64 +0.24 ... 19.77 9.59 Veradigm MDRX ... ... 9.64 –0.43 ...
LISBON PSI 4715.16 –0.22 +294.73 +6.67 Vienna ATX 3371.39 +1.49 +245.00 +7.84
4.39 1.07 ThredUp TDUP ... dd 2.30 +0.09 ... 39.90 22.16 Vericel VCEL ... dd 36.81 +2.95 ...
10.99 9.86 ThunderBridgeIV A THCP ... 73 10.23 +0.01 ... 40.71 18.41 VerintSystems VRNT ... cc 27.44 –0.54 ... London FTSE - 100 7576.36 +0.29 +124.62 +1.67 Wellington S&P/NZX 50 11550 +0.47 +76.96 +0.67
3.59 1.50 TilrayBrands TLRY ... dd 2.06 +0.14 ... 229.72 188.44 VeriSign VRSN ... 29 206.65 –6.32 ... Madrid IBEX 35 10095 –1.25 +1866.52 +22.68 Zurich Swiss 11191 +1.08 +462.49 +4.31
35.50 22.11 TimberlandBncp TSBK 2.9 10 31.90 +1.30 .23 249.26 169.74 VeriskAnalytics VRSK .6 69 235.00 +2.08 .34
Manila Composite 6478.44 +3.91 –87.95 –1.34
47.87 21.44 TitanMachinery TITN ... 6 27.89 +1.88 ... 29.75 14.88 Veritex VBTX 3.4 9 23.32 +1.85 .20
36.60 22.31 Torm TRMD24.7 4 28.38 +1.22 1.46 10.99 1.54 Veritone VERI ... dd 2.03 –0.17 ... Mexico City IPC 57130 +5.03 +8666.22 +17.88 Indexes are based on local currencies. Because of various holidays and other market closings, the most
recent close is not necessarily that of the week of publication.
46.09 21.43 TowerSemi TSEM ... 6 30.29 +1.89 ... 26.44 11.83 VeronaPharma VRNA ... dd 17.27 +2.65 ...
31.76 21.22 TowneBank TOWN 3.3 13 29.98 +1.38 .25 8.70 2.33 VerricaPharm VRCA ... dd 6.09 +2.26 ...
D ATA TOP 500 EXCHANGE-TRADED PORTFOLIOS B A R R ON S .C OM / D ATA

Tick Div Tick Div Tick Div Tick Div Tick Div
NOTICE TO READERS: Listed are Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
the top 500 ETF’s based on weekly iShCoreTotalUSDBd IUSB 3.4 45.79 +0.78 .1454 DirexGoldMinBl2 NUGT 1.4 34.18 +2.63 .1103 InvscFTSEUS1000 PRF 1.8 34.84 +0.97 .1582 iShMSCIIntlQual IQLT 2.1 36.87 +0.75 .4842 SPDRNuveenSTMuni SHM 1.1 47.80 +0.27 .0602
volume. iShESGAwareEM ESGE 2.4 31.84 +0.80 .2272 DirexJrGoldMinBr2 JDST 4.2 5.74 –0.45 .0813 InvscNatAMTFrMuni PZA 2.9 24.07 +0.51 .0622 iShMSCIIntlValue IVLU 3.5 26.38 +0.18 .6309 SPDRPtfAggBd SPAB 3.3 25.59 +0.55 .0771
iShESGAwareUSA ESGU 1.5 103.93 +2.50 .3992 DirexJrGoldMnBl2 JNUG 1.3 33.27 +1.86 .1315 InvscPreferred PGX 7.1 11.57 +0.32 .06 iShMSCIJapan EWJ .9 63.17 +0.39 .4306 SPDRPtfDevxUS SPDW 2.8 33.41 +0.59 .584
Tick Div
Name Sym Yld Last Chg. Amt. iShFallAngelsUSDBd FALN 5.3 26.35 +0.46 .1316 DirexRealEstBl3 DRN 2.4 10.38 +1.45 .0653 InvscS&P500EW RSP 1.6 156.41 +5.84 .6376 iShMSCIMexico EWW 1.9 67.71 +3.78 .4584 SPDRPtfEM SPEM 3.1 35.26 +0.73 .446
iSh5-10YIGCorpBd IGIB 3.7 51.59 +1.09 .1769 DirexRegBksBl3x DPST 1.8 99.26 +19.29 .4622 InvscS&P500EWTech RSPT .6 32.31 +1.67 .0441 iShMSCIPacxJpn EPP 3.6 42.55 +1.51 .8146 SPDR PtfHYBd SPHY 7.2 23.38 +0.46 .1533
Bats iShGlbCleanEner ICLN 1.1 15.30 +1.21 .1246 DirexRetailBull3 RETL 1.3 8.58 +1.26 .0221 InvscS&P500GARP SPGP 1.1 97.56 +4.16 .3402 iShMSCISaudiArabia KSA 2.1 41.41 +1.36 .4889 SPDRPtfIntermCpBd SPIB 3.8 32.73 +0.53 .1153
ARKGenomicRev ARKG ... 30.95 +2.35 ... iShGlbInfr IGF 2.5 47.33 +0.92 .6754 DirexS&P500Br3 SPXS 4.6 12.02 –0.88 .1585 InvscS&P500HiBeta SPHB .7 81.44 +5.50 .1747 iShMSCISthKorea EWY ... 63.94 +1.78 ... SPDR PtfIntTrea SPTI 2.9 28.50 +0.48 .0817
BlkRkShDurBd NEAR 4.6 50.23 –0.01 .3181 iShiBdsDec25Trea IBTF 4.1 23.19 +0.03 .0841 DirexS&PBiotechBr3 LABD 5.3 11.35 –3.16 .1915 InvscS&P500HiDiv SPHD 4.4 42.18 +0.78 .1639 iShMSCISpain EWP 2.4 30.60 –0.22 .3524 SPDRPtfLTCorpBd SPLB 4.6 23.91 +1.03 .0952
BlkRkUltShBd ICSH 4.8 50.22 –0.13 .2231 iShiBdsDec24Trea IBTE 4.2 23.80 –0.05 .0915 DirexS&PBiotechBl3 LABU .0 110.73 +22.10 .0404 InvscS&P500LowVol SPLV 2.4 61.81 +0.31 .1316 iShMSCISwitz EWL 2.2 46.81 +0.86 1.0215 SPDRPtfLtTrea SPTL 3.2 29.10 +1.36 .0823
DimenIntlCore2 DFIC 2.5 24.96 +0.43 .1773 iShiBdsDec27Trea IBTH 3.7 22.28 +0.19 .0555 DirexS&P500Br1 SPDN 5.1 13.63 –0.31 .2048 InvscS&P500Qual SPHQ 1.5 53.69 +1.51 .1825 iShMSCITaiwan EWT ... 49.50 +0.95 ... SPDRPtfMtgBkdBd SPMB 3.2 21.95 +0.47 .061
FTCboeVestBf BUFR ... 26.36 +0.46 ... iShiBdsDec26Trea IBTG 3.6 22.75 +0.10 .0685 DirexS&P500Bl3 SPXL .8 101.12 +6.78 .1944 InvscS&P500Top50 XLG 1.0 37.38 +0.54 .0867 iShMSCIUK EWU 3.3 32.87 +0.29 .6224 SPDRS&P500Value SPYV 1.8 46.29 +1.43 .2015
FTCboeS&P500Div KNG 5.5 51.40 +1.14 .3648 iShiBdsDec23Trea IBTD 4.6 24.78 +0.02 .1095 DirexS&POilBr2 DRIP 4.2 11.59 –0.82 .0927 InvscSrLoan BKLN 8.9 21.15 +0.16 .1622 iShMSCIWorldETF URTH 1.5 131.95 +3.03 1.1697 SPDRPtfS&P1500 SPTM 1.4 57.96 +1.55 .2059
FTCboeUSBuffApr FAPR ... 34.67 +0.53 ... iShIntlTreasuryBd IGOV ... 40.70 +1.27 ... DirexS&POilBl2 GUSH 2.4 32.40 +1.86 .2582 InvscSolar TAN ... 51.78 +5.96 ... iShNatlMuniBd MUB 2.7 108.06 +0.95 .2544 SPDRPtfS&P500 SPLG 1.4 55.44 +1.33 .1981
FTCboeUSBuffFeb FFEB ... 42.20 +0.80 ... iShJPMUSDEmBd EMB 4.7 88.75 +1.91 .3643 DirexSemiBr3x SOXS 8.8 6.15 –1.92 .1595 InvscTotalRetBd GTO 4.1 47.10 +1.00 .1665 iShRuss2000Val IWN 2.1 153.03 +7.95 .9414 SPDRS&P500Growth SPYG 1.1 64.49 +1.12 .1794
GlbXUSInfrDevt PAVE .7 34.00 +1.86 .08 iShMBS MBB 3.4 93.34 +1.76 .2804 DirexSemiBl3 SOXL .4 30.57 +6.87 .0327 InvscUltShDur GSY 4.6 50.10 +0.17 .2213 iShRussMC IWR 1.4 76.90 +3.05 .3255 SPDRS&P500HiDiv SPYD 4.6 38.88 +1.12 .534
GS PhysGold AAAU ... 19.99 +0.14 ... iShMSCIACWI ACWI 1.6 100.97 +2.26 .9529 DirexScBear3 TZA 4.6 21.51 –3.97 .2884 InvscVarRtPfd VRP 6.3 23.07 +0.29 .1668 iShRussMCGrowth IWP .6 103.04 +4.32 .18 SPDRPtfS&P400MC SPMD 1.4 48.23 +2.01 .1758
InnovS&P500PwrD PDEC ... 34.89 +0.50 ... iShMSCIACWIxUS ACWX 2.3 50.37 +0.89 .7978 DirexSCBull3 TNA 1.0 37.44 +5.30 .017 InvscWildClnEngy PBW 5.1 29.70 +2.42 .1921 iShRussMCValue IWS 1.8 115.28 +4.62 .5817 SPDRPtfS&P600SC SPSM 1.3 41.54 +2.31 .0588
InvscRuss1000Dyn OMFL 1.5 50.96 +2.01 .2059 iShMSCIACxJpn AAXJ 1.5 65.84 +1.45 .3966 DirexKRBull3 KORU 1.5 8.25 +0.61 .0149 iShChinaLC FXI 2.5 24.13 +0.43 .1544 iShRuss1000 IWB 1.3 259.95 +6.75 1.0061 SPDRPtfSTCpBd SPSB 4.0 29.74 +0.20 .1138
iPathS&P500VIX VXX ... 16.14 –0.61 ... iShMSCIBrazilSC EWZS 3.3 14.85 +0.37 .1692 DirexTechBear3 TECS 6.1 10.15 –0.82 .1535 iShCoreDivGrowth DGRO 2.4 53.65 +1.54 .3882 iShRuss1000Grw IWF .7 300.64 +6.54 .5138 SPDRShtTermTrea SPTS 3.5 29.03 +0.16 .1041
iShBrdUSDHYCpBd USHY 6.7 36.14 +0.48 .2014 iShMSCIChina MCHI 1.9 41.20 +0.75 .4292 DirexTechBull3 TECL .3 66.01 +4.90 .0399 iShGrwthAllocation AOR 2.1 53.01 +1.18 .222 iShRuss1000Val IWD 2.0 164.05 +5.26 .9856 SPDR PtfTIPS SPIP 3.9 25.79 +0.52 .0663
iShCoreMSCIEAFE IEFA 2.3 69.39 +1.14 1.284 iShMSCIEAFESC SCZ 1.6 60.71 +1.44 .9993 Direx20+TreaBr3 TMV 3.0 29.54 –5.03 .2607 iShCoreHiDiv HDV 4.0 102.38 +2.27 .7964 iShRussell2000 IWM 1.4 197.04 +10.24 .8289 SPDRS&PBank KBE 2.9 46.40 +3.24 .3679
iShCurrMSCIEAFE HEFA 1.8 31.46 +0.11 .5543 iShMSCIEMxChina EMXC 2.2 54.37 +1.38 .376 Direx20+YrTrBull TMF .3 65.92 +8.99 .5015 iShCoreMSCIEM IEMG 2.3 50.31 +1.16 .4832 iShRuss2000Gw IWO .7 247.03 +13.23 .4549 SPDR S&P 500 SPY 1.4 469.33 +9.13 1.9061
iShIntlSelDiv IDV 6.6 27.61 +0.73 .5085 iShMSCIEurFinls EUFN 3.9 20.75 +0.13 .7288 ETFMGAltHarvest MJ 4.0 3.12 –0.26 .03 iShCoreMSCIEur IEUR 2.8 54.32 +0.99 1.1748 iShS&P500Grw IVW .9 74.43 +1.34 .2228 SPDRS&PGlbNatRes GNR 4.1 55.48 +0.53 .9821
iShUSAero&Def ITA .8 124.91 +2.63 .2246 iSh1-5YIGCorpBd IGSB 3.2 50.96 +0.35 .1628 ETFMGPrmJrSilv SILJ .1 9.90 +0.47 .0057 iShMSCIIntlDev IDEV 2.3 62.76 +1.10 1.0833 iShS&P500Value IVE 1.7 172.39 +5.32 .84 SPDR S&P Home XHB .8 94.71 +6.24 .1895
iShUSHomeConstrn ITB .5 100.92 +7.46 .1505 iSh1-3YTreaBd SHY 2.9 81.71 +0.23 .2597 EnSelSectorSPDR XLE 3.6 84.30 +2.07 .6736 iShCoreS&P500 IVV 1.4 473.52 +11.17 1.987 iShS&PGSCIComm GSG ... 20.15 +0.23 ... SPDRS&PInsurance KIE 1.6 44.81 –0.25 .1568
iShUSOil&GasExpln IEO 3.2 93.17 +2.70 .4992 iShPfd&Incm PFF 7.4 31.05 +0.39 .1752 FidelityMSCIEn FENY 3.3 22.93 +0.34 .20 iShCoreS&P MC IJH 1.4 274.56 +11.41 1.1382 iShS&PSC600Value IJS 1.5 101.28 +5.82 .523 SPDR S&P Metals XME 1.5 57.27 +3.26 .1681
iShEdgeMSCIMinUSA USMV 1.7 77.37 +0.84 .387 iShSelectDiv DVY 3.7 117.62 +3.42 1.4646 FidelityTotalBd FBND 4.2 45.88 +1.00 .17 iShCoreS&P SC IJR 1.5 106.17 +5.82 .4592 iShShtNatlMuniBd SUB 1.7 105.23 +0.21 .1649 SPDRS&PRegionalBkg KRE 2.9 52.96 +3.97 .3754
iShEdgeMSCIUSAQual QUAL 1.2 146.30 +3.79 .5104 iShSemiconductor SOXX .8 569.33 +47.47 1.6658 FinSelSectorSPDR XLF ... 37.35 +1.22 ... iShCoreS&PTotUS ITOT 1.4 104.31 +2.87 .443 iShSilver SLV ... 21.83 +0.73 ... SchwabEM Equity SCHE 3.9 24.22 +0.59 .8224
iShEdgeMSCIUSAVal VLUE 2.7 100.33 +3.91 .6796 iSh7-10YTreaBd IEF 2.8 95.99 +2.04 .2816 FT DJ Internet FDN ... 183.33 +7.71 ... iShCoreUSAggBd AGG 3.1 98.69 +1.80 .2823 iShTIPSBondETF TIP 2.7 107.63 +2.14 .2557 Schwab5-10YCpBd SCHI 4.3 44.65 +0.93 .1683
iShExpTechSftwr IGV .0 401.51 +7.82 .0255 iShShortTreaBd SHV 4.6 109.87 –0.37 .4853 FT EnergyAlpDx FXN 3.2 16.62 +0.42 .0705 iShUSMedDevices IHI .5 52.82 +2.17 .1157 iSh10-20YTreasBd TLH 3.8 107.68 +4.14 .3542 SchwabFundEmgLrg FNDE 4.9 26.26 +0.63 1.0175
iShFRBd FLOT 5.7 50.52 –0.16 .2528 iSh3-7YTreaBd IEI 2.3 116.55 +1.46 .2917 FTInstPfdSecs FPEI 5.8 17.84 +0.32 .0857 iShFrontier FM 1.9 26.44 +0.14 .4276 iSh10+YIGCpBd IGLB 4.6 52.67 +2.04 .212 SchwabFundIntLrgCo FNDF 3.5 32.77 +0.34 .7692
iShIntlAggBd IAGG 3.6 49.47 –1.04 1.7697 iSh20+YTreaBd TLT 3.3 99.15 +4.61 .3105 FT MngstrDiv FDL 4.2 36.04 +0.94 .3611 iShGlobalEnergy IXC 4.6 39.21 +0.61 .7129 iShTreaFRBd TFLO 4.9 50.38 –0.18 .2315 SchwabFundUSLrgCo FNDX 1.8 61.03 +1.73 .3186
iShMSCIChileCap ECH 6.5 28.58 +1.23 1.1681 iSh0-5YIGCpBd SLQD 3.0 48.93 +0.27 .1367 FT PfdSecs FPE 6.1 16.84 +0.32 .0956 iShGlobalREIT REET 2.3 24.14 +1.25 .2679 iShUS Energy IYE 3.1 44.25 +1.13 .3321 SchwabFundUSSmCo FNDA 1.4 54.17 +2.55 .2536
iShMSCIEurozone EZU 2.2 47.15 +0.70 .8619 JPMNasdEqPrem JEPQ 9.2 50.00 +0.74 .4177 FT TCWUnPlBd UCON 4.8 24.66 +0.33 .11 iShGoldTr IAU ... 38.18 +0.28 ... iShUSRealEst IYR 2.8 91.11 +4.82 .9004 SchwabIntmUSTrsr SCHR 3.1 49.49 +0.71 .1338
iShMSCIEAFEGrowth EFG 1.2 94.94 +2.10 .9188 ProShUltPrQQQ TQQQ 1.0 49.24 +4.41 .1386 FT ValLineDiv FVD 2.3 40.17 +0.62 .1829 iShGoldTrMicro IAUM ... 20.15 +0.15 ... iShUSRegBks IAT 3.5 42.56 +3.25 .4988 SchwabIntEquity SCHF 3.0 35.94 +0.64 .7038
iShMSCIIndia INDA .2 48.30 +0.99 .0801 ProShUltShQQQ SQQQ 6.6 14.25 –1.41 .324 FlexGlbUpstmNatRsc GUNR 3.1 40.11 +0.48 .4594 iShiBdsDec31Cp IBDW 4.5 20.57 +0.43 .0845 iShUSTech IYW .3 121.44 +2.90 .0887 SchwabIntlSC SCHC 3.0 33.75 +0.87 .8612
iShMSCIEAFEValue EFV 3.6 51.56 +0.45 1.3156 T-Rex2XLgTesla TSLT ... 25.70 +1.77 ... FlexShiBoxx5YTIPS TDTF 4.3 23.65 +0.45 .0161 iShiBdsDec30Cp IBDV 4.1 21.47 +0.37 .0892 iSh0-5YHYCorpBd SHYG 6.6 42.04 +0.30 .2326 SchwabSrtTRmUSTrsr SCHO 3.8 48.23 +0.12 .1566
iShMtgRealEst REM 9.3 24.60 +1.48 .5611 USTrea3mBill TBIL 4.7 49.97 +0.05 .221 FlexiBx3YDurTIPS TDTT 4.2 23.61 +0.30 .0098 iShiBdsDec28Cp IBDT 4.1 24.89 +0.30 .0938 iSh0-5YTIPSBd STIP 2.8 98.48 +0.90 .2237 SchwabUS AggrBd SCHZ 3.2 46.39 +0.85 .1334
iSh25+YTrStrip GOVZ 3.8 12.41 +0.88 .0382 VanEckGlFallAnglHY ANGL 5.2 28.91 +0.67 .1217
FrankFTSEJapan FLJP 2.1 27.17 –0.36 .4778 iShiBdsDec25Cp IBDQ 3.3 24.64 +0.06 .0746 iSh0-3MTreaBd SGOV 4.2 100.06 –0.35 .4545 SchwabUS BrdMkt SCHB 1.4 54.97 +1.52 .2243
VanEckSemicon SMH ... 174.08 +11.60 ... JPM AlerianMLP AMJ 6.6 24.98 –0.12 .4354 SchwabUS Div SCHD 3.5 75.45 +2.93 .7423
iSh20+YTrBdBuy TLTW 18.3 28.10 +0.10 .5769 GlbXCopperMiners COPX 2.4 37.16 +1.84 .5048 iShiBdsDec24Cp IBDP 3.0 24.82 –0.02 .0687
VangdEM GovBd VWOB 5.5 63.77 +1.65 .2813 JanusHendersonAAA JAAA 6.0 50.44 +0.19 .2962 SchwabUS LC SCHX 1.4 55.72 +1.45 .2236
iShUSTelecom IYZ 2.5 22.38 +0.42 .1068 GlbXLithium LIT 1.5 49.32 +1.17 .2077 iShiBdsDec29Cp IBDU 4.2 22.85 +0.36 .084
VangdIntrCorpBd VCIT 3.7 80.90 +1.96 .2613 JanusHendMtg JMBS 4.3 45.74 +0.95 .19 SchwabUS LC Grw SCHG .4 81.94 +1.69 .1037
iShUSTreasuryBd GOVT 2.7 22.96 +0.40 .0607 GlbXRuss2000Cvr RYLD 12.8 16.68 –0.17 .1678 iShiBdsDec27Cp IBDS 3.8 23.79 +0.22 .0763
VangdIntermTrea VGIT 2.6 59.21 +1.01 .1582 JPMEquityPrem JEPI 8.7 55.05 +0.66 .3903 SchwabUS LC Val SCHV 2.4 69.29 +2.12 .4816
JPMBetaCanada BBCA 2.5 62.51 +1.59 .3974 GlbXS&P500Cv XYLD 10.7 39.48 +0.28 .2668 iShiBdsDec26Cp IBDR 3.4 23.75 +0.12 .0755
VangdIntlHiDiv VYMI 4.4 65.35 +0.82 .6826 JPMIntlResearchEnh JIRE 2.2 58.64 +0.76 1.3106 SchwabUS MC SCHM 1.5 74.16 +3.14 .3406
JPMBetaDevAPxJP BBAX 3.5 48.08 +1.75 .4103 GlbXSilverMiners SIL .3 27.88 +1.25 .0313 iShiBdsDec23Cp IBDO .0 25.33 +0.02 .1106
VangdLTCorpBd VCLT 4.6 80.56 +3.50 .3083 JPM USQualFactor JQUA 1.2 47.54 +1.36 .141 SchwabUS REIT SCHH 3.3 20.45 +1.01 .2245
JPMBetaEurope BBEU 2.9 55.55 +0.87 .3031 GlbX US Pfd PFFD 6.5 19.52 +0.47 .105 iShiBoxx$HYCpBd HYG 5.8 76.93 +1.07 .3785
VangdLongTrea VGLT 3.3 61.70 +2.86 .1775 JPM UltShIncm JPST 2.2 50.32 +0.12 .2216 SchwabUS SC SCHA 1.5 46.24 +2.28 .2331
JPMBetaJapan BBJP 1.3 52.60 +0.27 .6803 GlbX Uranium URA .2 29.01 +0.23 .0492 iShiBoxx$IGCpBd LQD 4.0 110.36 +3.00 .3927
VangdMBS VMBS 3.3 46.09 +1.00 .1405 KraneCSICnInt KWEB ... 27.34 +0.65 ... Schwab US TIPs SCHP 3.6 52.26 +0.90 .1369
JPMCorePlusBd JCPB 4.3 47.02 +1.07 .1819 GSTreasury0-1Y GBIL 4.7 99.99 +0.13 .4554 iShLatinAmer40 ILF 7.9 29.00 +0.93 .4787
VangdRuss1000Grw VONG .7 77.24 +1.54 .1282 MAXS&P5004X XXXX ... 28.01 +2.36 ... SimplifyEnhIncm HIGH 8.8 24.66 +0.04 .20
JPMUltShMuni JMST 3.0 50.76 +0.08 .1464 GraniteGold BAR ... 19.96 +0.16 ... iShMSCIAustralia EWA 3.6 23.83 +1.01 .4168
VangdRuss1000Val VONV 2.1 71.99 +2.29 .3883 MatlsSelSector XLB 1.9 85.17 +3.24 .3923 SimplifySTTrea TUA 4.5 22.93 +0.61 .10
-1xShVIXFutures SVIX ... 36.84 +1.58 ... HealthCareSelSect XLV 1.6 134.16 +2.09 .5395 iShMSCIBrazil EWZ 8.0 34.59 +0.74 .7562
VangdRuss2000 VTWO 1.5 79.66 +4.15 .3202 MicroFang-3xInv BERZ ... 4.21 –0.51 ... SimplifyTailRisk CYA 176.3 .30 –0.08 .05
PacerUSCashCows100 COWZ 2.0 51.85 +1.47 .3004 iMGPDBiMgdFut DBMF 8.0 26.64 –0.32 2.2474 iShMSCICda EWC 2.3 35.95 +0.89 .346
VangdSTCpBd VCSH 3.0 77.13 +0.79 .2164 MicroFANG-3XInvr FNGD ... 6.05 –0.68 ... SimplifyVolPrem SVOL 16.3 23.13 +0.31 .30
PacerUSSCCash100 CALF 1.1 47.20 +2.19 .1509 IndSelSectorSPDR XLI 1.5 113.02 +4.06 .4264 iShMSCI EAFE EFA 2.1 74.34 +1.20 1.3113
VangdShtTmInfltn VTIP 3.8 48.06 +0.45 .3419 MicroFang+3x FNGU ... 224.90 +21.28 ... SPDR S&PMdCpTr MDY 1.2 500.58 +19.03 1.8908
ProShS&P500Arist NOBL 2.1 94.47 +2.54 .5211 InvscDBComm DBC .6 23.25 +0.25 .1447 iSh MSCI EM EEM 2.2 39.98 +0.97 .3101
VangdShortTrea VGSH 3.2 58.26 +0.34 .1862 MicroGold3XInvr GDXD ... 4.30 –0.73 ... SPDR S&P Biotch XBI .0 85.72 +6.40 .0026
ProShShtVIXST SVXY ... 101.62 +2.05 ... InvscDBAgriFd DBA .4 21.96 +0.14 .0964 iShMSCIFrance EWQ 2.4 38.96 +0.65 .8174
VangdTotalBd BND 3.0 73.40 +1.58 .201 MicroGold3xLvgd GDXU ... 32.39 +3.17 ... SPDR S&P Div SDY 2.6 123.52 +2.27 .9782
ProShUltVIXST UVXY ... 8.98 –0.53 ... InvscDBOilFund DBO .7 14.87 +0.27 .1002 iShMSCIGermany EWG 2.6 29.27 +0.27 .7587
VangdTotIntlBd BNDX 2.1 50.42 +0.80 .0873 MicroUSBigBk3X BNKD ... 6.25 –1.82 ... SPDRS&POil&Gas XOP 2.6 136.69 +4.35 .7724
ProShVIXSTFut VIXY ... 16.10 –0.60 ... InvscDBUSDBull UUP .8 29.09 –0.37 .2466 iShMSCIHongKong EWH 3.4 17.27 +0.81 .3131
VangdTotIntlStk VXUS 2.9 57.20 +1.06 .2952 MicroUSBigBk3X BNKU ... 24.13 +4.80 ... SPDR S&P Retail XRT 1.7 70.85 +3.77 .1711
2xBitcoinStrategy BITX ... 23.31 –2.99 ... InvscEMSovDebt PCY 6.4 20.59 +0.73 .1266 iShMSCIIndonesia EIDO 3.3 21.90 +0.20 .4814
WT CloudComp WCLD ... 34.48 +2.01 ... PGIMUltraShBd PULS 5.2 49.50 +0.12 .2397 SprottUranium URNM 3.7 47.55 –1.16 1.751
2xLongVIXFut UVIX ... 15.06 –1.24 ...
WisdTrUSQltyDiv DGRW 1.8 69.85 +2.01 .10 Pimco25+YrZC ZROZ 2.6 86.79 +6.48 .71 TRowePriceCapAppr TCAF ... 27.20 +0.50 ...
VanEckHYMuni HYD 4.1 51.58 +0.95 .1617
PimcoEnhShMat MINT 4.8 99.98 +0.10 .455 TechSelectSector XLK .7 191.70 +5.04 .3603
VanEckIntermMuni ITM 2.4 46.82 +0.60 .0954 NYSE ProShBitcoin BITO 14.2 20.89 –1.20 .127 TeucriumWheatFd WEAT ... 5.94 –0.04 ...
VanEckMstrWdMoat MOAT 1.0 84.57 +3.75 .8119
Selected ETF Leaders

PimcoActiveBd BOND 4.1 92.18 +1.78 .325 ProShShBitcoin BITI 3.3 13.05 +0.60 .0406 USGlobalJets JETS ... 19.18 +0.74 ...
VanEckVietnam VNM .8 13.14 –0.34 .0034
ProShShtDow30 DOG 3.5 30.34 –0.82 .3947 UtilitiesSelSector XLU 3.3 63.97 +0.56 .5216
VangdUltShrtBd VUSB 4.3 49.46 +0.20 .205 NYSE ARCA ProShShrtQQQ PSQ .5 9.77 –0.30 .1432 VanEckBDCIncm BIZD 10.5 16.30 +0.19 .4365
XtrkUSDHYBB-BxFin BHYB 3.3 53.78 +1.00 .2951
ARK Innovation ARKK ... 51.11 +1.93 ... ProShShRuss2000 RWM .4 21.86 –1.22 .2703 VanEckGoldMin GDX 1.5 30.95 +1.27 .4762
NASDAQ abrdnBbgAllCmdK1 BCI 22.7 19.39 –0.56 .7614 iShares Core S&P ProShShrtS&P500 SH 3.8 13.33 –0.31 .1652 VanEck IG FR FLTR 5.9 25.20 +0.07 .1389
abrdnPhysGold SGOL ... 19.29 +0.13 ... 5.80% ProShSh20+Tr TBF 3.5 22.37 –1.18 .2157 VanEckJPMEMLCBd EMLC 5.9 25.27 +0.58 .1219
AXS1.25XNVDABr NVDS 4.0 33.75 –1.23 11.2955 abrdnPhysSilver SIVR ... 22.83 +0.78 ...
Small Cap (IJR) ProShUltBlmCrude UCO ... 26.97 +0.70 ... VanEckJrGoldMin GDXJ .5 37.55 +1.11 .1825
AXSShInnovDly SARK .0 30.06 –1.25 13.748 AdvShMSOS2xDly MSOX ... 3.41 –1.06 ... ProshUltBlmNatGas BOIL ... 28.00 –1.83 ... VanEckMerkGoldTr OUNZ ... 19.53 +0.16 ...
AXSTSLABrDly TSLQ 1.5 31.21 –1.25 2.0285 AdvShPureUSCan MSOS ... 6.65 –0.81 ... Invesco QQQ Trust ProShUltraQQQ QLD .1 74.26 +4.51 .1092 VanEckOilSvcs OIH .9 310.20 +13.12 2.8887
DefNasdaq100Enh QQQY 67.1 18.06 +0.39 .93 3.38 ProShUltRus2000 UWM .4 36.63 +3.59 .0155 VanEckPfdxFin PFXF 7.3 17.37 +0.38 .1422
AlerianMLPETF AMLP 8.0 42.00 –0.29 .88 (QQQ)
DirexTSLABr1x TSLS 3.6 18.72 –0.75 .1797 ArkFinInnov ARKF ... 26.31 +1.12 ... ProShUltraS&P SSO .3 63.73 +2.87 .1815 VangdExtMkt VXF 1.3 161.85 +7.67 .473
DirexTSLABl1.5x TSLL 1.9 14.95 +0.81 .2734 AvantisIntlEquity AVDE 2.7 59.51 +1.05 1.0477 ProShUltSilver AGQ ... 27.37 +1.69 ... VangdInfoTech VGT .7 482.22 +14.74 .8814
DirexNasd100EW QQQE .8 83.55 +4.04 .1652 AvantisIntlSCValue AVDV 3.2 61.00 +1.15 1.1645 Vanguard Total Stock ProShUltDow30 UDOW 1.0 72.40 +5.63 .1546 VangdSC Val VBR 2.1 178.53 +8.28 .875
FT EnhShtMat FTSM 4.5 59.77 +0.13 .243 2.82
AvantisUSSCValue AVUV 1.7 88.13 +4.58 .3575 Market (VTI) ProShUltRus2000 URTY .2 43.87 +6.20 .0414 VangdDivApp VIG 1.9 169.76 +4.31 .7705
FT GlTactCommod FTGC 3.3 22.57 +0.06 .2115 CapGrpCore CGUS 1.2 27.91 +0.78 .0824 ProShUltS&P500 UPRO .8 53.18 +3.53 .0561 VangdEnergy VDE 3.6 117.71 +2.71 .866
FT LowDurOpp LMBS 3.8 48.26 +0.48 .205 CapGrpCorePlus CGCP 4.8 22.70 +0.50 .0942 ProShUltShDow30 SDOW .5 19.18 –1.65 .2587 VangdExtDuratn EDV 3.4 82.28 +5.63 .7372
FT NasdCybersec CIBR .3 53.81 +2.77 .0088 CapitalGrpDivVal CGDV 1.6 29.41 +1.14 .1165 Vanguard Dividend ProShShtRus2000 SRTY 3.3 32.91 –6.11 .3742 VangdFTSEAWxUS VEU 3.0 55.52 +1.01 .30
2.61
FTRisingDivAch RDVY 2.2 51.32 +2.27 .2241 CapGrpGlbGrw CGGO .8 25.42 +0.64 .1126 Appreciation (VIG) ProShUltSh&P500 SPXU 5.4 9.07 –0.67 .174 VangdFTSEDevMk VEA 3.0 47.10 +0.81 .3099
FT SMID CapRising SDVY 2.1 32.49 +1.83 .0982 CapitalGrpGrw CGGR .4 27.78 +0.91 .0529 ProShUltBloomCrd SCO ... 20.36 –0.71 ... VangdFTSE EM VWO 3.0 41.07 +0.86 .3275
FT SrLoanFd FTSL 7.5 46.16 +0.22 .295 CapGrpIntlFocus CGXU 1.1 23.39 +0.56 .1406 ProShUltShBlmGas KOLD ... 100.16 +3.32 ... VangdFTSE Europe VGK 3.1 63.48 +1.10 .2606
FT TCW Opp FIXD 3.9 44.40 +0.99 .165 Vanguard Total Bond
CapGrpMuniIncm CGMU 3.0 27.05 +0.31 .0626 2.20 ProShUltDow30 DXD 2.0 34.96 –1.97 .3439 VangdFTSE Pac VPL 2.8 70.70 +1.13 .2784
GlbXAI&Tech AIQ .3 30.64 +0.75 .0303 CommSvsSPDR XLC .8 71.02 +0.54 .1678 Market (BND) ProShUltShQQQ QID .3 11.06 –0.72 .1763 VangdFinls VFH 2.2 91.58 +3.41 .5048
GlbXNasd100Cv QYLD 11.7 17.37 +0.19 .1611 CnsmrDiscSelSector XLY .8 179.21 +6.02 .3053 ProShUltShRus2000 TWM 2.8 12.43 –1.45 .1268 VangdGrowth VUG .5 307.91 +6.27 .3759
GlbX Robotics&AI BOTZ .2 28.19 +1.47 .0532 ConsStaplesSPDR XLP 2.7 71.24 +1.13 .4852 ProShUltShS&P500 SDS 4.2 31.14 –1.46 .493 VangdHiDiv VYM 3.0 111.30 +3.70 .7846
Vanguard FTSE
Granite1.5xLgCoin CONL ... 26.88 +0.18 ... DimenCoreFxIncm DFCF 4.4 42.42 +0.74 .2632 2.14 ProShUltShSilver ZSL ... 18.11 –1.50 ... VangdIntermBd BIV 3.0 76.18 +1.70 .2127
GrShr1.5xLgNVDADly NVDL ... 98.43 +4.09 ... DimenEmgCore DFAE 2.8 23.53 +0.48 .286
Emerging Markets ProShUltraSh20+ TBT 3.7 30.48 –3.34 .311 VangdLongTermBd BLV 4.0 74.84 +3.26 .2555
InvscActMgdETC PDBC 13.8 13.94 +0.14 1.9283 DimenEMCore2 DFEM 2.5 24.46 +0.55 .2904 (VWO) RealEstSectorSPDR XLRE 3.3 40.00 +2.10 .291 VangdMC VO 1.5 230.38 +9.13 .7778
InvscBS28CpBd BSCS 3.9 20.20 +0.32 .0697 DimenGlbRealEstate DFGR 2.0 25.94 +1.23 .1959 SPDR S&P 500 ETF SPDRBlackSrLoan SRLN 8.2 41.98 +0.25 .32 VangdRealEst VNQ 4.1 88.28 +4.64 .7268
InvscBS25CpBd BSCP 3.3 20.42 +0.09 .0615 DimenIntlCore DFAI 2.6 28.04 +0.47 .1404 1.99 SPDRBBCpBd SPBO 4.6 29.45 +0.75 .1247 VangdS&P500ETF VOO 1.4 433.09 +10.17 1.4925
InvscBS25HYCpBd BSJP 6.6 22.89 +0.13 .1429
Trust (SPY)
DimenIntlValue DFIV 3.9 33.76 +0.37 .2892 SPDRBlmCvSecs CWB 1.8 71.47 +2.06 .13 VangdST Bond BSV 2.4 76.81 +0.69 .1853
InvscBS24CpBd BSCO 2.8 20.87 +0.04 .0513 DimenUSCore DFAU 1.2 32.97 +0.89 .1047 SPDR Blm HY Bd JNK 6.4 94.64 +1.83 .5147 VangdSC VB 1.5 210.74 +10.14 .7353
InvscBS27CpBd BSCR 3.7 19.39 +0.24 .0632 DimenUSCoreEq2 DFAC 1.3 28.92 +0.93 .0967 Vanguard FTSE SPDRBbgIntTrBd BWX 1.7 22.89 +0.56 .0308 VangdTaxExemptBd VTEB 2.8 50.92 +0.61 .1276
InvscBS26CpBd BSCQ 3.5 19.25 +0.17 .0597 1.75
DimenUSEquity DFUS 1.3 51.41 +1.36 .1604 Developed Markets SPDRBlmInvGrdFR FLRN 5.4 30.66 +0.05 .1499 VangdTotalStk VTI 1.4 235.31 +6.46 .7984
InvscBS23CpBd BSCN 3.7 21.19 –0.09 .0851 DimenUSHiProf DUHP 1.4 28.45 +0.90 .1245 SPDRBbg1-3MTB BIL 4.9 91.63 +0.10 .4192 VangdTotWrldStk VT 1.9 101.81 +2.42 .4055
InvscHYEquDivAch PEY 4.6 21.00 +0.77 .1107
(VEA)
DimenUSSCValue DFSV 1.3 28.60 +1.50 .102 SPDRBlmSTHYBd SJNK 7.2 25.18 +0.38 .1478 VangdValue VTV 2.5 148.57 +4.41 .8971
InvscKBWBank KBWB 3.2 49.40 +3.71 .4053 DimenWorldexUS DFAX 3.1 23.88 +0.47 .2142 iShares Core MSCI SPDR 3-12MT-Bill BILS 4.8 99.33 +0.12 .4338 WT Bbg USD Bull USDU 1.0 27.10 –0.38 .2754
1.73
InvscNasd100 QQQM .6 166.63 +5.26 .2448 DirexAeroBl3 DFEN .9 23.54 +1.41 .0607 EAFE (IEFA) SPDRDoubleTRTact TOTL 5.0 40.21 +0.85 .1632 WT EM HiDiv DEM 5.9 39.66 +0.95 1.10
InvscNasdInt PNQI ... 35.43 +0.58 ... DirexCSIChinaInt CWEB 1.2 33.79 +1.62 .175 SPDR DJIA Tr DIA 1.8 372.63 +9.51 .8331 WisdTrFRTrea USFR 5.0 50.39 +0.04 .227
InvscQQQI QQQ .5 405.34 +13.17 .5355 DirexDJBull3X WEBL .0 14.50 +1.71 .0001 SPDR DJ REIT RWR 3.5 95.96 +5.68 .8202 WisdTrIndiaEarn EPI .1 40.47 +1.00 .06
iShBiotech IBB .2 131.78 +7.90 .1532 DirexEnerBull2x ERX 3.1 56.57 +2.44 .4526
SPDR Gold Shares SPDREuroStx50 FEZ 2.9 47.36 +0.64 .1196 WT JapanHdg DXJ 2.8 87.13 –2.00 .0115
0.72
iShBrdUSDInvCpBd USIG 3.9 50.99 +1.05 .1816 DirexChinaBr3 YANG 2.3 14.04 –0.68 .0899 (GLD) SPDRGoldMini GLDM ... 40.02 +0.29 ... XtrksHarvCSI300 ASHR 1.4 23.19 –0.77 .5925
iShCoreMSCITotInt IXUS 2.3 64.17 +1.27 .9815 DirexChinaBl3 YINN 4.6 20.47 +1.06 .0653 SPDR Gold GLD ... 187.00 +1.36 ... XtrksMSCIEAFE DBEF 4.4 36.45 +0.05 .0342
iShCore1-5YUSDBd ISTB 2.9 47.29 +0.30 .1459 DirexFinlBear3 FAZ 4.1 14.17 –1.54 .149 Source: Barron’s Statistics SPDR MSCI exUS CWI 2.9 26.30 +0.12 .3462 XtrkUSDHYCpBd HYLB 5.8 35.49 +0.66 .1669
iShCoreS&PUSGrw IUSG 1.1 103.12 +1.90 .3496 DirexFinlBull3 FAS 1.7 80.47 +7.49 .2928 SPDRNuvBBHYMuni HYMB 4.1 25.30 +0.47 .087 YieldMaxCoinOpt CONY 75.4 25.19 +0.87 2.4615
iShCoreS&PUSValue IUSV 1.8 83.69 +2.68 .4426 DirexGoldMinBr2 DUST 3.7 10.63 –1.12 .1367 SPDRNuveenMuniBd TFI 2.4 46.92 +0.73 .1079 YieldMaxTSLAOpt TSLY 76.9 11.87 +0.44 .6039
D ATA MUTUAL FUNDS D ATA P R O V ID E D BY LIP P E R B A R R ON S .C OM / D ATA

About Our Funds
The listings include the top 2500 NOTICE TO READERS: Closed End Fund listings have moved to
Cash Track
open-end funds by assets. These
funds value their portfolios daily barrons.com/cefund. They will no longer appear in print. The
and report net asset values (the
dollar amount of their holdings Herzfeld chart has moved to the Market Lab Newsletter. To sign
divided by the number of shares
outstanding) to the National up for the newsletter, go to barrons.com/newletters. Money Moves: Less money headed for equity funds. Their past month’s average weekly inflow decreased
Association of Securities Dealers.
Total returns reflect both price to $2.4 billion. Weekly inflows to money-market funds eased a bit, to $30.5 billion. Taxable-bond outflows
changes and dividends; these Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. widened, to a weekly average of $1.9 billion. Muni-bond funds picked up some cash and narrowed their
figures assume that all distribu- NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
tions are reinvested in the fund. MidCpValA 26.64 NA NA NA SmCpVal 10.36 0.52 14.5 34.5 MidCapInv n 34.54 1.81 23.1 -11.6
average outflow to $30 million.
Because Lipper is constantly up-
dating its database, these returns Allspring Funds Mana: American Century Y: SmCpInv n 32.07 1.96 8.7 -28.7
may differ from those previously Equity Fund 11.85 0.05 2.1 12.6 EqInc 8.90 0.14 3.4 18.5 Ashmore Funds: Equity Funds Municipal Bond Funds
published or calculated by others.
3 year returns are cumulative. The Amana Income: IntTF 10.83 0.09 5.1 -0.6 EmgMktTRInst 5.01 NA NA NA 5200 40
NAV is the last reported closing AmanaIncm n 61.78 0.68 11.4 26.1 American Funds Cl A: Ave Maria Funds:
price for the week. Footnotes: NA: 2300 -260
not available. NE: performance AmanaGrowth n: 2010TarRetA 11.60 0.26 7.4 6.7 Bond n 11.72 0.18 4.6 6.4
excluded by Lipper editor. NN: fund AmanaGrowth n 70.53 1.17 23.3 33.8 2015TarRetA 12.20 0.28 8.2 7.2 Growth n 45.00 1.47 27.8 21.1
not tracked. NS: fund not in -600 -560
existence for whole period. e: ex Amer Beacon Insti: 2020TarRetA 13.26 0.32 9.0 7.5 RisingDivd n 21.18 0.51 11.1 33.9
capital gains distributions. f: 2025TarRetA 14.86 0.37 10.4 7.8
previous day’s quote. n: no front-
IntlInst 18.82 0.39 19.9 18.0
B
-3500 -860
or back-end sales charge. p: fund LgCapinst 26.77 0.88 12.1 37.5 2030TarRetA 16.38 0.43 12.7 9.8
assets are used to pay marketing SmCpInst 25.65 1.27 14.4 36.2 2035TarRetA 17.79 0.50 15.1 12.5
Baird Funds: -6400 -1160
and distribution costs (12b-1 fees). 2040TarRetA 18.67 0.56 17.3 14.3
r: fund levies redemption fee or Amer Beacon Inv:
AggBdInst 9.84 0.22 5.7 -9.4 Oct Nov Dec Oct Nov Dec
back-end load. s: stock dividend or 2045TarRetA 19.13 0.59 18.0 14.6
LgCapInv 23.45 0.77 11.7 36.2 CorBdInst 10.15 0.22 6.2 -8.0
split of 25% or more. t: fund charges 2050TarRetA 18.79 0.59 18.6 14.3
12b-1 fees (for marketing and American Century A:
AmcpA 37.53 0.22 28.9 15.9 IntBdInst 10.30 0.14 5.2 -5.0 Money Market Funds Taxable Bond Funds
distribution) and a back-end load.
v: capital-gains distribution may be
EqIncA 8.86 0.13 2.8 16.4
AMutlA 50.38 -0.11 8.1 30.2 QualIntMunBdInst 11.11 0.08 3.8 -1.8 40700 2100
a return of capital. x: ex cash American Century G: ShtTBdInst 9.40 0.07 5.2 1.1
BondA 11.44 0.23 4.1 -9.7
dividend. EmgMktsDebt 9.05 0.18 8.8 -4.4 BalA 31.63 0.45 12.7 15.9 BalanA p: 26400 1000
Net YTD 3-Yr. FocusDynamGrowth 50.78 1.81 34.6 -4.6 CapIBA 65.33 0.82 6.7 15.0 BalanA p 25.04 0.45 17.2 13.6
NAV Chg. % Ret. % Ret. GlBond 8.83 0.18 6.9 -6.6 Baron Funds:
12100 -100
CapWA 16.53 0.42 4.5 -17.8
InfAdjBd 10.76 0.24 3.8 -1.9 CapWGrA 59.13 0.54 18.8 15.1
A
NonUSIntrVal 10.32 0.30 21.3 25.1
Asset n 96.20 2.88 14.9 -1.1 -2200 -1200
EupacA 53.62 -0.32 13.3 -7.7 Growth n 93.24 1.91 11.8 6.3
AAM: NTIntlSmMid 9.35 0.20 1.7 -11.6 FdInvA 70.36 -0.41 19.1 23.4 Opportunity n 35.03 1.13 48.5 -1.2 -16500 -2300
B&GIncGroClI 23.06 0.72 5.9 22.8 SDIPB 10.37 0.13 4.3 8.2 GBalA 35.93 0.99 12.0 6.0 Partners n 160.36 7.80 43.7 15.9 Oct Nov Dec Oct Nov Dec
AB Funds: Sustain Equity 47.95 1.29 23.7 33.0 GovtA 12.12 0.21 2.2 -9.7 SmallCap n 29.52 1.19 23.8 0.1
American Century I: GwthA 62.23 -2.37 26.5 7.4 A red chart indicates a lower value than the starting period. Green means it's higher than the starting period.
AlBeGblBndFdClZ 6.91 0.12 6.4 -6.6 Baron Instl Shares:
AllMktRtrn1 8.44 0.24 3.5 26.4 CaHYMu 9.74 0.12 5.9 -2.4 HI TrA 9.41 0.15 10.6 9.9 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI
AssetInst 102.04 3.07 15.1 -0.3
CapFdInc.LCapGow 91.59 2.44 33.5 25.7 DivBnd 9.30 0.21 4.8 -9.8 HiInMuniA 14.86 0.19 7.0 -0.1 DiscoveryInst 27.64 1.40 21.0 -15.0
DiscovValFd 20.90 1.08 15.5 31.9 EmgMkt 10.20 0.24 3.1 -26.9 ICAA 49.59 -0.44 26.4 35.6 EmergingMktsInst 13.78 0.40 6.3 -22.4 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
ImpactMunIncmSh 9.76 0.16 8.0 -0.9 EqInc 8.89 0.14 3.3 18.1 IncoA 23.11 0.29 6.1 17.5 FocGrowthInst 37.57 1.50 26.0 13.9 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
IntlStraEquPtZ 11.19 0.12 9.9 1.8 FocusDynamGrowth48.46 1.72 33.8 -6.5 IntBdA 12.49 0.15 3.8 -4.8 GlobalAdvInst 31.57 1.71 25.9 -36.5 CapAppr 36.19 0.96 47.8 14.1 NtlIntmMuni 13.05 0.12 5.1 -1.2 DividendStrat1 n 29.24 0.60 13.0 33.8 DivInc 29.08 -0.11 8.6 29.4
MuniIncmShares 11.06 0.17 6.5 0.7 Growth 51.97 0.98 42.0 27.8 IntlGrIncA 35.21 0.81 12.8 6.7 GrowthInst 98.51 2.03 12.0 7.1 EmgMkts 23.63 0.47 7.9 -16.4 NtlShTMuni 12.57 0.04 3.3 0.8 DividendStratA 29.20 0.59 12.6 32.6 Columbia Class I:
MuniInflStr1 10.64 0.09 5.0 7.3 HighIncome 8.52 0.16 12.4 7.1 LtdTEBdA 15.30 0.09 3.6 -1.3 OpptortunityInst 37.29 1.20 48.9 -0.4 EqtyDivd 18.84 0.41 10.7 29.7 Boston Trust Walden: DividendStratI 30.30 0.62 13.0 33.7 Acorn I 10.71 0.60 19.4 -12.9
SmCapGrwPortZCl 60.79 3.23 15.7 -20.6 IntTF 10.84 0.09 5.1 -0.7 N PerA 55.00 -1.22 22.6 10.1 PartnersInst 166.95 8.12 44.1 16.8 FloRateIncPorIns 9.68 0.05 11.8 16.1 BostonBalanced 58.38 -2.67 12.9 19.1 LargeCapGrowthA50.80 -4.01 43.1 18.6 AcornIntl I 24.80 0.93 15.6 -9.8
TxMulSecIncShs 9.67 0.05 5.6 2.9 MdCapVal 16.04 0.39 5.2 28.2 NEcoA 53.30 -0.24 27.5 3.1 RealEstateInst 35.45 2.33 24.0 13.8 LgCpFocusGwth 6.89 0.18 51.4 13.3 LargeCapGrowthI60.39 -3.81 43.5 19.7
SDIPB 10.34 0.13 3.9 6.7 Bragg Capital Trust: AltBeta I 28.85 0.35 3.1 1.5
AB Funds - A: NwWrldA 73.64 0.12 13.6 -4.6 SmallCapInst 31.90 1.29 24.1 0.9 GlblAlloc 18.40 0.45 11.1 1.8 LargeCapValueA40.88 1.03 12.9 34.1
ShtDurStrInc 8.90 0.06 5.2 1.8 FPAQueeRoSCap 37.45 1.39 14.8 29.1 Balanced I 47.69 1.12 20.3 16.7
GrowthA 99.22 2.84 35.7 18.4 SmCpA 65.31 2.90 16.4 -6.7 BBH Funds: GlobLg/ShrtCrIns 9.11 0.07 8.1 4.1 LargeCapValueI 40.79 1.03 13.1 35.0
SmCapGrowth 19.17 0.77 14.6 -7.1 BrandesInstIE I : ConSec I 19.97 0.49 10.4 -5.6
HighIncomeA 6.87 0.13 13.1 5.5 STBFA 9.48 0.04 3.4 -1.3 HiEqInc 27.46 0.50 8.0 30.2 MidCapA 33.06 0.97 12.3 10.2
SmCapVal 10.36 0.52 14.4 34.0 BdMktN n 10.24 0.04 7.0 7.4 ContCore I 31.09 -0.21 30.7 34.6
LgCpGrA 81.25 2.16 33.1 24.5 STTxExBdA 9.92 0.04 3.0 -0.3 HlthScOp 68.64 1.27 1.9 10.3 BrandesInstIE I 20.05 NA NA NA SmallCapGrowthA 34.75 1.56 6.5 -13.5
Sustain Equity 47.59 1.27 23.0 30.6 Bernstein Fds: CorpIncm I 9.17 0.23 9.1 -7.5
MuCA A 10.52 0.11 6.0 -1.0 TECAA 16.67 0.18 5.5 -2.2 HYMuni 8.91 0.16 6.7 -1.0 Bridgeway Funds: SmallCapGrowthIS 39.75 1.81 6.9 -12.4
Ultra 82.72 1.92 42.0 22.2 Ca Mu n 13.86 0.09 4.5 0.5 DivIncom I 30.17 -0.14 9.6 33.4
NtlMuA 9.68 0.10 5.3 -2.3 TxExA 12.40 0.13 5.7 -1.9 Interntnl 18.98 0.43 15.8 -1.3 SmCpVal n 37.38 0.75 10.6 73.6 SmallCapGrowthI 38.85 1.76 6.8 -12.8
Value 8.22 0.22 7.6 34.5 DivrMuni n 13.91 0.10 4.6 0.1 DivOppty 35.08 0.71 4.2 31.4
RelatValA 6.01 0.17 9.6 34.2 WshA 56.62 0.26 13.2 35.2 IntlDvd 33.72 0.70 12.5 16.8 Brown Advisory Funds: Clipper:
American Century Ins: EmMkts n 24.79 0.72 7.8 -12.2 EmgMkt 12.31 0.35 7.2 -31.5
SmCpGroA 52.42 2.78 15.3 -21.5 AMG Funds: iShMSCIIntldx 14.80 -0.19 15.3 11.9
IntDurInstl 12.97 0.28 4.7 -10.1 EmrgMktFdInstlSh 10.64 0.20 7.3 -4.6 ClipperFd n 126.79 5.01 29.0 26.2 FlexCap 12.96 0.22 7.5 13.6
Avantis US Eq 15.38 0.50 19.9 32.7 RRSmCapValI 15.00 -0.20 12.9 29.8 MdCpDvd 22.10 0.64 10.7 35.4
SmMdCpGrA 9.88 0.48 17.1 -15.5 GrowEqInv n 25.81 -0.91 30.4 5.3 Cohen & Steers: GlbTechGw I 69.66 0.87 55.7 29.0
Avantis US SCV 15.92 0.82 20.3 61.0 IntmDur n 11.37 0.25 4.7 -10.3
SustGlblThemGrA142.87 3.94 13.7 3.7 AMG Managers Funds: MdCpGrEq 37.97 2.05 26.4 -6.1 GrwthEquityInst26.48 -0.88 30.6 5.8 GblInfrI 21.46 0.47 1.4 13.1 LgCapGr 8.75 -0.28 37.3 4.8
CAIntTf 11.25 0.07 4.3 -1.1 IntmedDivMuni 13.90 0.10 4.7 0.3
AB Funds - ADV: Brandywine I n 36.93 1.54 11.1 -2.7 MultiAstIncome 9.91 0.19 9.7 5.1 SmallCapFndInst 29.01 -0.42 13.7 37.0 GlbRltyI 51.44 2.59 9.5 5.2 LgCpGrow I 60.35 -1.46 42.3 26.8
American Century Inv: NY Mun n 13.47 0.09 4.7 0.6
CAPtf 10.52 0.11 6.3 -0.3 GWKMBd I 11.54 0.11 5.5 -1.8 NatlMuni 10.18 0.09 5.8 -2.7 SmCapGrInv n 22.24 0.84 10.5 -3.0 InstlRlty 46.03 2.14 11.7 21.0 LgCpIdx I 50.97 -1.63 24.6 33.2
BlackRock Funds:
Balanced n 17.87 0.45 15.1 11.6 GWKSmCpCr I 29.72 1.16 6.3 10.1 NYMUNIOPP 10.63 0.10 6.4 3.1 MdCpIdx I 13.97 0.58 14.7 24.9
ConGroAdv 52.15 1.77 18.4 20.1 BrownSmCoInv n: IntlRltyI 8.87 0.38 2.3 -14.8
CaHYMu n 9.74 0.12 5.7 -3.0 CoreBd Inst 8.36 0.17 5.3 -10.0 ScTechOppInst 55.52 1.59 47.7 -5.2
GlbBd 6.90 0.12 6.2 -6.8 TSSmCapGrFd Z 16.40 -0.03 23.5 14.8 PrefSecIncmA 11.69 0.18 5.5 -4.5 MidCapGth I 24.51 1.00 23.5 0.5
CAIntTF n 11.25 0.08 4.1 -1.7 CoreBd K 8.38 0.17 5.4 -10.0 BrownSmCoInv n 67.85 -2.21 15.7 -29.0
HiIncmAdv 6.88 0.13 13.4 6.3 YachtmanFocFd I 19.55 -0.49 13.5 24.0 StratIncOpptyIns 9.38 0.13 6.5 2.0 PrefSecIncnI 11.72 0.17 5.8 -3.6 SelComunInfo 129.81 6.32 43.8 41.9
DiscCoreVal n 32.59 1.09 7.6 17.4 CreStraInc Inst 8.93 0.13 8.7 -1.1 Buffalo Funds:
IntlSmCapPtADV 10.88 0.32 10.3 1.1 YacktFocFd N n 19.64 -0.45 13.3 23.3 StratMuniOppI 10.52 0.09 4.7 -1.7 RltyIncA 15.34 0.70 11.8 17.7 SelLCVal 31.46 -0.06 4.6 32.1
DivBnd n 9.29 0.20 4.6 -10.4 HiYBlk 6.99 0.12 12.5 7.7 TacOpp Inst 14.22 -0.15 3.4 10.7 DiscFd n 23.49 1.06 21.7 0.5
IntlStraEquPtADV 11.17 0.12 9.9 1.8 YacktmanFd I 22.82 -0.52 12.8 27.4 RltyIncI 16.46 0.74 12.1 18.6 SelMdCpVal I p 12.84 0.42 9.0 32.7
EqGro n 26.87 0.68 23.0 21.9 HiYInvA 6.98 0.11 12.0 6.3 TotRet 10.00 0.21 5.3 -9.7 SmCap n 13.79 0.60 3.0 -21.3
IntlStrgCore 12.97 0.11 12.2 8.0 Angel Oak Funds Trst: RltyShs n 62.93 2.99 11.7 20.7 SmCapGth I 22.36 1.23 22.9 -22.3
EqInc n 8.87 0.14 3.1 17.2 HiYldBd Inst 6.99 0.12 12.4 7.5 WorldInc 5.28 0.12 5.9 -10.3
LgCpGrAdv 91.69 2.43 33.4 25.4 AglOkMtiStFdClIn 8.44 0.06 4.7 -4.1 CD Colorado BondShares: SmCapVal I 48.56 2.23 18.2 40.2
FocLgCapVal n 10.04 0.17 5.0 27.2 InflProtBdInst 9.80 0.20 4.0 -1.9 BlackRock Funds K:
LtdDurHghIncPtfl 9.20 0.12 11.0 5.7 AQR Funds: ColoradoBdShs 8.76 0.10 7.1 7.6 SmCpIdx I 23.89 0.44 13.3 20.7
FocusDynamGrowth n 47.66 1.70 33.5 -7.0 LDurBlk 8.97 0.06 5.3 0.3 StratInc I 21.21 0.30 9.2 -0.6
MuniBdInfl 10.72 0.10 5.2 7.7 DAFR6 12.18 0.07 4.3 11.6 CapAppr 36.63 0.97 47.9 14.4 Calamos Funds: Columbia Class A:
GlGold n 10.61 0.47 5.9 -13.4 LowDurBdA 8.97 0.05 4.8 -0.7 Thermostat I 15.58 0.38 10.8 3.8
NationalPtf 9.68 0.10 5.6 -1.6 DivArbI 12.18 0.08 4.2 11.3 BlackRock Funds R: ConvI 17.20 0.54 10.1 -6.7
Grwth n 50.37 0.94 41.8 27.0 LowDurI Inst 8.98 0.06 5.2 0.1 AcornA 7.34 0.41 19.2 -13.6
SelectUSLgShrt 13.34 0.19 10.0 18.3 DivStr I 12.47 0.04 8.7 41.1 Equity Div 19.05 0.41 10.0 27.4 Gr&IncA 43.46 0.90 19.1 19.8 TotReBd I 30.43 0.72 7.0 -11.0
Heritage n 21.64 0.93 18.4 -3.2 BlackRock Funds A: AMTTEBd 14.64 0.24 7.3 -5.4
SmCapCorePortADV 12.40 0.61 18.3 18.8 IntlMultiStyle R 12.97 0.14 16.5 17.3 BNY Mellon: Gr&IncI 41.34 0.87 19.4 20.7 USTrsIdx I 10.02 0.19 3.6 -11.6
InfAdjBd n 10.75 0.24 3.4 -3.2 BalancedA 47.83 1.13 20.0 15.9
SmMdCpGr 11.18 0.55 17.3 -14.9 AdvLCGrwA 21.53 0.40 37.6 24.0 Columbia Class I2:
InfProBd n 10.25 0.13 3.8 6.5 LgCapDefStyle I 26.97 0.26 7.9 16.8 SCMultiStrM 19.71 0.94 6.8 -0.5 GrowthA 36.93 0.62 36.2 14.4 BldrAggrsv 11.94 0.27 18.2 12.8
SmMidCpValAdv 21.92 1.14 15.5 31.8 AdvLgCapCore 18.67 0.40 23.6 28.5 ContCore I2 31.90 -0.22 30.7 34.9
Intl Gr n 11.84 0.25 9.6 -8.4 LgCapDefStyle R26.94 0.25 7.9 17.0 BNY Mellon Funds: MktNeutA 15.02 0.05 8.6 8.9 BldrMod 9.91 0.22 13.4 4.0
SustGlbThemAdv155.11 4.30 14.0 4.5 BalCapFd 24.53 0.57 15.3 14.5 DivIncom 30.73 -0.14 9.7 33.6
IntTF n 10.83 0.08 4.8 -1.3 LgCpMultiStyle R 19.24 0.56 25.0 36.2 AMTMunBd 13.36 0.12 5.6 -3.1 MktNeutI 14.84 0.05 8.9 9.8 ContCoreA 30.73 -0.15 30.4 33.6
SutblIntlThemat 19.19 0.45 10.5 -9.8 BasicVal 17.67 0.55 13.7 33.3 MidCapIndx 14.49 0.61 14.7 25.0
MdCapVal n 16.01 0.38 5.0 27.4 LngShrtEq I 15.91 -0.26 24.2 93.7 Aprec n 42.38 0.88 20.1 28.3 Calvert Group: DisplCoreA 12.90 -0.23 22.7 34.4
TxMgdWlthAppAdv 18.76 0.06 18.5 18.4 CAInsMuni 11.95 0.08 4.6 0.2 SelComunInfo 130.88 6.38 43.8 42.0
OneChAgg n 14.87 0.36 13.5 8.8 MgdFutStrI 8.85 -0.09 1.6 38.9 AssetAllocM 12.48 0.32 13.3 12.4 CalLngTrmInFdClI 15.91 0.31 5.4 -9.5 DivIncA 30.14 -0.14 9.3 32.3
WlthApprStr 18.14 -0.06 18.9 19.1 CapAppr 31.57 0.83 47.4 13.2 SmCapIndx 24.68 0.49 13.3 20.7
OneChCon n 12.58 0.27 9.5 3.7 RskBalComF I 8.87 0.11 -0.8 79.6 CA AMTMuBdZ n 13.56 0.14 5.4 -3.5 Calvert Investments: DivOpptyA 34.84 0.72 4.0 30.4
AB Funds - C: EqtyDivd 18.75 0.41 10.4 28.8 Columbia Class I3:
OneChMod n 14.22 0.33 11.6 5.9 StylePremAlt I 8.50 -0.06 13.6 91.0 Dr500In n 54.23 1.34 24.3 31.9 EqValA 12.18 0.28 10.1 21.9
GlblAlloc 18.22 0.45 10.9 1.0 Bal A 39.01 0.74 15.1 13.0
LgCpGrC 52.57 1.39 32.1 21.7 OneChoice2025 n 13.88 0.29 10.2 5.0 StylePremAlt R 8.55 -0.05 13.7 91.6 Dreyf n 16.02 -0.48 28.8 37.2 FocEqA 14.02 0.54 30.1 11.2 Balanced I3 48.30 1.13 20.4 17.0
AB Funds - I: HlthScOp 64.18 1.18 1.6 9.5 Eq A 75.53 0.51 16.2 25.8
OneChoice2035 n 15.55 0.35 11.5 5.6 TMEmgMultStyle R 9.82 0.21 9.2 -10.0 DreyMid r Inv n 30.37 1.27 14.3 23.8 GlobEq 16.57 -0.36 22.6 11.5 Bond I3 29.52 0.67 6.5 -10.2
LgCp Focus Gr 6.14 0.16 51.2 12.4 LCCoreReIdxA 40.17 0.86 25.6 25.4
GlbBd 6.90 0.12 6.2 -6.8 OneChoice2045 n 16.69 0.42 12.8 6.7 Aquila Funds: FloRtIncY 11.07 0.08 12.4 16.9 GlobTech 65.03 -0.82 44.2 40.7 ContCore I3 31.93 -0.23 30.8 35.1
MdCpGrA 32.21 1.74 26.2 -6.8 Carillon Eagle:
LgCpGroI 91.00 2.41 33.4 25.3 OneChoiceRet n 12.25 0.25 10.0 4.9 HI TF A 10.56 0.06 2.6 -4.2 GblRealRtY 14.81 0.25 1.5 1.6 HiYldBd 10.75 0.17 11.0 3.9 DivIncom 30.79 -0.13 9.7 33.8
MultiAstIncome 9.90 0.19 9.5 4.3 MdCpGrA 77.46 3.31 17.5 -0.8 SmCpVal II 17.16 0.75 12.0 31.3
SmCpGroI 60.20 3.20 15.5 -20.8 Select n 104.43 2.34 38.7 26.8 ArbitrageI : GlbStkI 20.54 -2.92 19.2 16.4 IncmBldr 11.37 0.31 7.9 0.4
NatlMuni 10.18 0.08 5.4 -3.5 Carillon Reams: Columbia Funds:
Aberdeen Fds: SmCapGrowth n 18.24 0.73 14.4 -7.6 ArbitrageI 13.17 -0.17 5.8 7.2 GlFxIncI 20.07 0.34 7.0 -4.3 LgCpGrowA 56.36 -1.53 41.9 25.9
NYMUNIOPP 10.64 0.10 6.2 2.3
EmMktEqty Inst 13.00 0.34 4.1 -24.3 SmCpVal n 10.22 0.51 14.1 33.1 Ariel Investments: HYldI 5.32 0.09 11.2 3.6 CoreBd I 10.88 0.24 5.0 -10.5 LgCpIdx n 50.47 -1.54 24.3 32.2 UltShortBd Inst3 9.16 0.02 5.9 7.0
ScTechOppA 50.37 1.44 47.4 -5.9
UltStMuniIncInst 10.03 0.00 3.7 4.8 Sustain Equity n 47.41 1.27 22.8 29.8 InstS&PStkIdx I 65.22 1.60 24.6 33.0 CorePlBd I 30.05 0.69 5.8 -8.2 LgCpVl A 15.18 -0.10 8.4 28.6 Commerce Funds:
ApprecInv n 39.24 2.00 10.0 23.1 StratMuniOpp 10.52 0.09 4.5 -2.3
Advisers Inv Trst: Ultra n 78.19 1.81 41.8 21.5 Interm n 12.76 0.11 4.7 -2.0 UnconstrndBd I 12.26 0.22 8.2 3.0 LiGoBalA 10.99 0.25 16.0 8.4 Bond n 17.78 0.37 5.9 -7.7
Ariel Inv n 68.15 3.30 15.1 24.1 StrtIncOpptyInvA 9.38 0.13 6.2 1.2
Value n 8.19 0.22 7.3 33.7 IntlStkI 23.24 0.20 15.8 2.6 Carillon Scout: MdCpIndxA n 14.09 0.59 14.4 24.1 Community Capital Tr:
Balanced n 88.66 1.81 12.9 21.4 Aristotle: TotRet 10.01 0.21 5.1 -10.4
VeryCon n 11.27 0.22 7.0 1.9 IntlStkY 22.94 0.18 15.8 2.7 MidCap I 21.61 0.80 11.6 9.7 MidCapGthA 21.34 0.86 23.2 -0.3
Growth n 111.41 2.66 16.7 33.4 Invest Mgr Ser T n 13.03 NA NA NA BlackRock Funds C: CRAQualInvFd 9.40 0.16 3.2 -8.7
American Century R6: MunBd n 10.83 0.10 5.6 -2.8 CausewayInst : SelgComuInfoA 111.17 5.41 43.4 40.8
Muni n 8.21 0.07 4.1 -1.6 Aristotle Fd Series: Congress:
GlblAlloc 15.72 0.38 10.1 -1.3 NY Tax n 13.59 0.13 5.4 -2.9 SelMidCpValA 12.79 0.42 8.8 31.7
AdvisorsInnerCir: AmCentUltraFdR6 83.51 1.94 42.2 22.8 CausewayInst 19.80 0.27 24.3 27.2 SmCapGw Inst 38.12 1.76 18.1 28.1
PortOptModAggClA p 11.29 NA NA NA MultiAstIncome 9.89 0.19 8.8 2.0 ResrchGrA 16.05 0.44 39.1 10.6 SmCpIdxA n 23.65 0.48 13.1 19.9
LSVValEq 26.57 1.04 11.2 35.7 EmgMkt 10.21 0.24 3.3 -26.6 CausewayInv n: Credit Suisse Common:
Aristotle Value: BlackRock Funds III: ResrchGrZ n 16.76 0.47 39.5 11.3 StratIncA 21.66 0.32 9.0 -1.4
Akre Funds: EqInc 8.90 0.14 3.4 18.6
Equity Fund n 20.24 NA NA NA iShS&P500IdxK552.66 11.17 24.8 33.7 CausewayInv n 19.61 0.26 24.0 26.2 TaxEA 11.83 0.16 6.2 -3.9 ComdtyRet 22.28 NA NA NA
Growth 52.14 0.98 42.3 28.4 SmCpStk r Inv n 27.76 1.53 13.0 19.9
AkreFocusInst 59.36 1.97 27.9 26.9 Artisan Funds: iShUSAggBdIdxK 9.07 0.18 5.1 -9.9 SmMidCpGrI 25.50 1.32 12.0 -26.8 CIBC Atlas: TechA 66.02 0.75 55.3 28.0 CrossingBridge:
InfAdjBd PACH R6 10.74 0.24 3.6 -2.5
AkreFocusRtl 57.00 1.89 27.6 25.9 BlackRock Funds Inst: StratValA 40.50 1.02 11.0 55.0 DispEq Inst 28.72 0.68 19.2 23.7 ThermoA 15.85 0.38 10.6 3.0 LwDurHYld Inst 9.75 NA NA NA
MdCapVal 16.04 0.39 5.3 28.8 GblOppInst 31.19 1.29 20.9 -1.2
Alger Funds A: StrgVal I 40.75 1.02 11.2 56.1 ClearBridge: TotReBdA 30.42 0.73 6.8 -11.7 Cullen Funds:
OCP2025 9.88 0.20 10.5 6.1 GblOppInv n 30.32 1.26 20.7 -1.9 AdvIntl Inst 17.60 0.26 16.5 15.9
CapApr 24.90 -1.31 40.9 6.5 OCP2030 10.91 0.24 11.3 6.4 Intl Inv n 26.25 0.40 11.8 0.7 AdvLCGrwInst 22.89 0.42 38.0 24.9 WWGrA 66.92 0.46 20.5 25.3 AggressGrowthA103.65 -7.42 22.7 1.7 Columbia Class Adv: EmrgMktHighDiv I 11.78 0.28 23.6 19.2
SpectraN 20.21 0.34 39.5 -3.8 OCP2035 10.11 0.23 12.0 6.7 IntlInst 26.36 0.41 12.1 1.4 AdvLgCapCore 19.75 0.42 23.9 29.5 BNY Mellon Funds Tru: AllCapValueA 13.04 -0.22 12.1 32.1 ContCore 31.94 -0.20 30.6 34.6 HiDivEqI 14.66 0.41 1.0 24.7
Alger Funds Inst: OCP2040 11.27 0.28 12.7 7.3 IntlVal Inst 44.85 0.63 20.0 32.9 BalCapFd 24.70 0.58 15.6 15.4 BondFd 11.00 0.24 5.0 -10.3 AppreciationA 30.39 -0.90 17.8 29.2 DivIncom 30.77 -0.13 9.6 33.4 Davenport:
CapApprI 32.65 -2.03 40.9 6.7 OCP2045 10.20 0.25 13.2 7.9 IntlVal Inv n 44.73 0.62 19.7 31.9 BasicVal 18.14 0.56 14.0 34.4 IntmBdFd 11.80 0.12 4.8 -3.1 AppreciationI 30.10 -0.99 18.1 30.3 Columbia Class C: Davenport Core n 31.17 0.85 27.1 28.0
AllianzGI: SmCapGrowth 19.59 0.78 14.8 -6.7 MidCapInst 41.29 2.16 23.4 -11.0 CAInsMun 11.96 0.08 4.9 0.9 MCMultiStrM 15.80 -1.89 15.9 14.9 AppreciationIS 30.23 -1.00 18.2 30.7 Balanced 47.62 1.11 19.2 13.3 EqOpp n 22.14 0.89 25.5 23.8

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
Val&Incm n 17.70 0.37 6.9 16.3 US Equity Inv n 32.07 0.66 26.1 16.0 TtlRtnBdL 9.54 0.19 4.6 -7.8 LevCoStA 43.76 1.37 24.5 21.9 Free2060InstPrem 16.22 0.42 18.1 13.7 GovtInc n 9.23 0.18 3.5 -11.5 IntlValIdx 9.10 0.10 16.0 24.4 IncomeAdv 2.29 0.06 7.9 21.0
Davis Funds A: DoubleLine Funds: Fidelity: LgeCapA 41.15 1.17 22.0 42.2 Free2060Investor 16.21 0.42 18.0 13.6 GroCo n 32.73 0.80 45.4 19.8 LowDurationInc 10.07 0.01 5.3 6.1 NY TF Adv 10.02 0.13 6.5 -4.0
NYVen A 26.05 1.13 27.6 21.0 CoreFxdIncmI 9.31 0.20 5.8 -7.8 500IdxInstPrem n 163.66 3.36 24.9 33.9 NwInsghtA 31.98 0.67 33.8 22.8 Freedom2010 K 13.85 0.30 9.0 1.0 GroInc n 54.63 1.56 17.8 42.4 Muni Inc 9.92 0.11 6.6 -1.4 RisDv Adv 90.60 1.80 11.0 29.1
Davis Funds C & Y: EmgMktIncmI 8.69 0.15 8.6 -6.0 BalancedK6 14.05 0.30 20.6 19.5 SmllCapA 27.87 1.40 15.5 21.0 Freedom2015 K 11.33 0.26 10.3 2.3 GrowCoK 32.90 0.81 45.5 20.0 SAIEmgMktLoVolIx 10.59 0.19 11.6 10.5 SmCpValAdv 59.84 3.28 12.3 27.4
NYVenY 27.11 1.17 27.9 21.9 FlexibleIncomeI 8.51 0.07 7.1 2.2 Contrafund K6 22.72 0.41 35.7 25.4 StkSelMC 38.05 1.65 14.9 22.9 Freedom2015 K6 11.29 0.26 10.5 2.6 GrowDiscK 53.19 1.07 33.6 26.8 SAIInflaFocFd 85.74 1.01 -11.6 31.3 SmMCpGrAv 40.75 1.64 24.8 -7.0
Del Invest Instl: LowDurBdI 9.56 0.05 6.2 4.2 EmgMktIdxInstPre n 9.80 -0.02 6.8 -14.9 StrInA 11.21 0.21 8.4 0.3 Freedom2020 K 14.23 0.35 11.8 3.6 GrowIncK 54.57 1.55 17.9 42.7 ShortTermBd 9.63 0.06 4.7 0.5 Utils Adv 20.34 0.08 -4.9 14.0
LowDurBdN n 9.55 0.05 6.0 3.4 ExtMktIdxInstPre n 76.63 2.93 23.1 3.1 TotalBdA 9.56 0.21 6.2 -7.7 Freedom2020K6 14.18 0.35 12.0 4.0 GrStrt n 55.95 2.28 19.8 9.1 TotalBd 9.04 0.20 6.7 -6.2 FrankTemp/Franklin A:
CorpBdI 15.44 0.39 7.1 -10.8
ShillerEnhCAPEI 14.15 0.51 25.4 21.9 FidAdAsset 13.31 0.23 7.2 1.1 Fidelity Advisor C: Freedom2025 K 13.20 0.35 12.9 5.2 GwthDiscovery n 53.08 1.07 33.5 26.4 TxFreeBd 10.09 0.12 6.9 -0.6 BAL A 12.40 0.37 6.9 15.0
Value 18.24 0.41 0.4 19.7
TotRetBdI 8.82 0.20 4.6 -8.2 FidAdAsset 11.46 0.22 8.9 2.4 BalancC 25.90 0.55 19.1 14.8 Freedom2025K6 13.17 0.34 13.1 5.6 HighInc n 7.59 0.13 9.8 1.5 U.S.TreBdIdx 8.80 0.16 3.8 -11.6 BalInv 34.30 1.20 7.5 29.8
Delaware Invest A:
TotRetBdN n 8.81 0.19 4.3 -8.9 FidAdAsset 12.37 0.26 10.4 4.4 GrOppC 100.80 2.28 41.2 -1.8 Freedom2030 K 16.67 0.43 14.0 7.3 IntBd n 10.08 0.14 5.1 -5.2 USValueIndex 10.71 0.36 11.7 40.8 BioDis A 119.50 5.75 11.4 -20.7
CorpBd 15.45 0.40 6.9 -11.4 Freedom2030K6 16.63 0.44 14.2 7.8 IntGov n 9.70 0.11 3.4 -7.4 Fidelity Selects:
Driehaus Funds: FidAdEm 35.17 0.90 13.5 NS NwInsghtC 23.71 0.49 32.8 20.0 CoreAll A 21.17 0.56 23.5 15.5
Diver Inc 7.67 0.18 5.7 -9.7 Freedom2035 K 14.55 0.38 16.1 11.3 IntlCapiApp K6 15.05 0.43 25.5 7.6
EmMktsGr n 34.14 0.08 7.8 -15.6 FidAdJapan 15.48 0.25 12.1 -8.0 Fidelity Advisor Fun: Biotech n 17.04 1.03 5.2 -24.1 CvtSc A 20.85 0.60 8.9 0.2
GroInA 14.75 0.61 10.7 39.9 Freedom2035K6 14.52 0.38 16.3 11.9 IntlDisc n 43.25 0.84 11.3 -4.0
Dupree Mutual Fds: FidFreeBlend 10.47 0.28 13.0 NS BalFdZ 26.94 0.59 20.4 18.8 Broker n 133.51 6.97 25.0 49.7 DynaTech A 132.51 4.26 43.1 -1.2
LtdTrmDivA 7.80 0.05 4.5 -0.3 Freedom2040 K 10.47 0.28 18.1 14.7 IntlGrRet n 18.71 0.45 18.1 7.9
FidFreeBlend 10.65 0.28 14.1 NS EqGrClZ 19.89 0.40 33.7 26.8 Chem n 15.98 0.64 10.8 28.2 EqIn A 29.71 1.05 7.8 27.6
Ntl HYlA 10.06 0.20 7.6 -0.8 KYTF n 7.29 0.07 4.7 -2.0 Freedom2040K6 10.43 0.28 18.3 15.3 IntlScOpps n 19.42 0.71 13.8 -1.3
FidFreeBlend 11.04 0.29 16.2 NS InterDiscZ 43.01 0.83 11.3 -3.7 Comp n 93.69 2.58 31.4 21.1 FlRtDA A 7.73 0.04 14.1 21.9
OppA 32.07 1.32 9.5 31.6 Freedom2045 K 12.03 0.32 18.6 15.2 IntlSmCap n 30.52 0.73 16.4 12.3
E FidFreeBlend 11.36 0.31 18.9 NS IntlGrwZ 18.68 0.45 18.2 8.3 ConDis n 58.84 2.30 40.6 11.9 FoundFAlA 13.98 0.32 11.9 11.3
SmCpValA 69.25 3.37 8.0 26.7 Freedom2045K6 12.00 0.33 18.9 15.8 IntlVal n 9.55 0.11 15.9 24.2
FidFreeBlend 11.34 0.31 18.3 NS Semiconductors I 67.45 4.94 74.0 79.3 ConStap n 93.94 0.72 1.1 17.1 GoldPrM A 16.69 0.40 -0.8 -23.5
SMIDCapGrA 15.70 0.95 18.8 -39.8 Freedom2050 K 12.18 0.33 18.6 15.2 IntMu n 10.15 0.08 5.0 -0.3
Eaton Vance Class A: FidFreeBlend 11.34 0.31 18.7 NS Fidelity Advisor I: CstHou n 107.91 6.60 30.3 59.7 GrOp A 48.01 1.17 38.0 5.5
TxIntA 11.05 0.15 7.0 -2.8 Freedom2050K6 12.17 0.33 18.9 15.8 InvGB n 7.23 0.16 6.0 -8.7
AtlCpSMID 31.45 -0.17 12.5 26.8 FidFreedoK 11.87 0.32 18.7 15.2 BalancI 26.92 0.58 20.2 18.3 DfAero n 17.57 0.31 13.9 27.6 Growth A 129.01 3.73 26.3 18.1
TxUSA 10.58 0.26 9.9 -2.7 Freedom2055 K 14.11 0.38 18.7 15.3 InvGrBd 10.06 0.22 6.2 -7.2
DivBldrA 14.72 0.47 10.0 25.9 FidSAI 8.82 0.16 9.6 NS BiotechI 28.34 1.35 3.8 -7.9 Energy n 56.05 1.39 -0.1 142.0 LwDuToRt A 8.89 0.05 4.9 1.4
WealthBuilder p 14.37 0.39 11.3 20.9
FidSAIEmerg 11.72 0.33 13.5 1.7 Freedom2055K6 14.09 0.38 18.8 15.7 JpnSmCo n 14.59 0.19 11.5 -4.3 Envi&AltEngy n 32.87 1.13 25.4 24.5 RisDv A 90.67 1.79 10.7 28.1
Deutsche DWS: FloatRt 8.71 NA NA NA ConsvIncmMuni I n 10.04 0.01 3.5 3.8
FidSer5 7.71 0.00 3.5 NS Freedom2060 n 12.94 0.35 18.4 14.8 LargeCap n 44.68 0.27 22.4 43.4 Gold n 21.84 0.76 -1.8 -21.5 SmCpGr A 19.90 1.06 26.3 -10.9
CapGrth 101.96 -5.31 36.5 17.4 FltgRtAdvg 10.05 NA NA NA DivIntl 24.78 0.51 14.9 2.2
FidSer0-5 9.46 -0.15 4.5 NS Idx2010InsPre 13.04 0.26 9.1 0.5 LevCoSt n 34.50 -0.09 24.8 23.6 Health n 27.82 0.91 0.7 -1.5 SmCpVal A 55.80 3.06 12.0 26.5
CapGrth n 104.54 -5.25 36.8 18.3 GblTxMgDivInc 15.70 0.31 22.7 25.4 EmgMktDiscovery 15.99 0.38 17.3 14.0
FIDSerEmgMkt 8.27 0.21 9.6 -18.2 Idx2015InsPre 14.27 0.31 10.4 1.8 LmtTrmMuniIncm n 10.34 0.04 3.5 -0.7 HlthCareSrvPt r n 131.86 0.67 -0.1 24.2 SmMCpGrA 34.37 1.38 24.5 -7.7
CoreEq n 30.60 -0.63 23.9 33.7 Inc Bos 5.11 0.08 10.8 8.2 EqGrI 19.60 0.39 33.5 26.4
FidSerInt 8.87 0.16 7.5 NS Idx2020InsPre 15.72 0.37 11.7 2.8 LowP n 43.29 1.41 12.3 33.8 Ind n 35.54 1.32 21.6 28.3 StrInc A 8.29 0.13 7.7 -1.2
EqDivA 51.46 -0.76 4.0 26.7 LgCpVal 23.29 0.29 6.1 29.7 FAEmgMktI 27.84 0.71 5.8 -14.3
FidSerToMarket 15.50 0.43 24.6 28.0 Idx2025InsPre 17.91 0.45 12.7 4.2 LowPriStkK 43.21 1.41 12.4 34.1 Insur n 79.32 -0.44 11.4 56.7 TgtCon A 13.17 NA NA NA
GblIncBldA 9.31 0.17 13.5 7.4 NatlMuniInc 9.33 0.11 6.9 -2.1 FAEnergyI 44.81 0.14 0.3 141.5
FIDSerTresIndxFd 9.94 0.00 4.9 6.3 Idx2030InsPre 19.09 0.48 13.8 6.3 LowPriStkK6 14.79 0.48 12.9 35.4 ITSvs n 63.85 1.53 21.5 -8.2 TtlRtn A 8.34 0.18 5.2 -10.8
GNMA S n 11.79 0.24 4.1 -9.0 ShDurGovIncFd 7.35 NA NA NA FAIntDiscI 43.08 0.83 11.2 -4.0
FIDZroExtMktIx n 12.02 0.42 15.9 16.3 Idx2035InsPre 21.64 0.55 15.7 10.1 LtdTmBdFd n 11.15 0.10 5.6 -1.6 Leisr n 18.20 0.52 27.4 33.3 FrankTemp/Franklin C:
HiIncA 4.33 0.08 10.4 4.9 ShDurStratIncFd 6.61 NA NA NA FAInvGrdI 7.24 0.16 5.9 -8.8
FIDZroLgCpIx n 16.67 0.20 26.1 31.1 Idx2040InsPre 22.29 0.58 17.6 13.4 MagellanK 12.15 0.30 29.5 22.9 Mat n 96.77 3.67 5.8 29.8
MgdMuniA 8.13 0.10 6.5 -3.9 TMEAA 30.52 NA NA NA FF2030 13.65 0.36 13.1 6.0 CA TF C 6.85 0.07 5.1 -5.0
Flex 500 Index 20.11 0.41 24.9 33.9 Idx2045InsPre 23.24 0.60 18.1 13.7 Magin n 12.16 0.30 29.4 22.7 MdTchDevis n 60.29 3.21 -2.1 -7.0
MgdMuniS n 8.14 0.10 6.8 -3.2 TMG1.0 n 2096.46 47.83 27.3 29.8 FF2040 15.23 0.41 16.7 12.7 DynaTech C 105.80 3.39 42.1 -3.4
FlexIntIdx 12.30 -0.07 12.6 4.2 Idx2050InsPre 23.28 0.60 18.1 13.8 MAMun n 11.44 0.12 5.2 -2.8 Multimedia n 84.96 0.70 51.7 9.8
S&P500S n 40.27 -1.50 24.6 32.7 TMG1.1 94.55 2.15 27.0 28.7 FltRatel 9.27 0.04 11.7 17.8 Income C 2.35 0.05 7.0 18.6
FlexMuniInc 9.82 0.11 6.6 -0.1 Idx2055InsPre 19.15 0.49 18.0 13.7 Manager40 n 12.37 0.26 10.4 4.3 NatRec n 40.62 0.93 4.7 100.6
TechA 30.32 -2.67 55.5 23.7 TMG1.2 42.48 0.97 26.8 28.1 GrOppI 139.41 3.18 42.5 1.2 RisDv C 88.60 1.74 9.9 25.2
FlexUSBdIdx 9.15 0.19 5.0 -10.1 Idx2055Investor 19.14 0.49 18.0 13.6 Manager60 n 14.70 0.34 13.3 7.9 Pharm n 23.40 0.24 7.4 21.6
Diamond Hill Funds: TxManVal 37.11 1.32 7.8 24.8 HiIncAdvI 10.45 0.17 11.6 13.0 FrankTemp/Franklin R:
Freedom2060K 12.96 0.35 18.6 15.2 Idx2015 Premier 14.27 0.32 10.4 1.9 McpVl n 28.70 1.18 20.8 45.1 Retail n 19.79 0.54 24.9 6.2
LgCapA n 31.46 0.48 11.6 22.8 WW Hlth Science 12.75 0.23 3.1 16.8 HthCarI 64.56 2.15 0.7 -1.7 FrkDynTchR6 140.51 4.53 43.6 -0.1
GlexUSIdxInstPre n 13.73 -0.12 12.7 4.3 Idx2020 Premier 15.72 0.38 11.7 3.0 MegaCpStk n 20.74 0.20 25.3 46.3 Semiconductors r n 25.76 1.91 76.7 82.7
LgCapI 31.75 0.49 11.9 23.9 Eaton Vance Class I: IntlGr 18.66 0.45 18.1 7.9 FrkGrthR6 130.32 3.78 26.7 19.3
GrowthCompanyK6 22.17 0.58 44.1 20.2 Idx2025 Premier 17.91 0.45 12.8 4.3 MidCap n 39.94 0.69 9.5 32.7 Softwr n 29.45 0.73 49.9 31.1
LgCapY 31.81 0.50 12.0 24.3 AtlCpSMID 37.44 -0.09 12.7 27.7 IntlSmCp 30.73 0.72 16.4 12.3 FrkIncR6 2.30 0.06 7.9 21.6
InflPrBdIndInsPr n 9.37 0.19 4.0 -2.6 Idx2030 Premier 19.08 0.47 13.8 6.3 MidCapStkK 39.99 0.68 9.6 33.1 Tech n 28.38 0.99 59.1 27.4
LongShortI 27.11 -0.18 10.7 22.3 FloatRtHiInc 8.29 NA NA NA LmtdTrmBdFd 11.16 0.11 5.7 -1.6 FrkRisDivR6 90.59 1.80 11.0 29.3
IntDiscoveryK6 11.93 0.23 11.4 -3.7 Idx2035 Premier 21.64 0.55 15.7 10.2 MIMun n 11.52 0.11 5.2 -2.9 Trans n 106.48 4.32 18.9 37.5
SmMidCapI 25.42 1.11 9.8 25.9 FltgRt 8.42 NA NA NA MultiAssetInc 13.28 0.29 10.9 15.0 FrkSmCpGrR6 23.39 1.26 26.8 -9.8
InterBondIndexCL n 9.27 0.13 6.9 -6.4 Idx2040 Premier22.28 0.57 17.6 13.4 MNMun n 11.12 0.10 4.5 -2.4 UtilGr n 101.43 2.04 -1.2 23.3
Dimensional Fds: GblMacAbR 8.20 NA NA NA MuniIncI 10.17 0.08 5.0 -0.4 FrkTotRtnR6 8.40 0.18 5.6 -10.0
IntlIdxInstPrem n 46.19 0.86 15.4 12.2 Idx2045 Premier 23.24 0.60 18.1 13.8 MuniInc n 12.27 0.14 6.3 -1.6 Fidelity Series:
IncBos 5.11 0.08 11.1 9.1 MuniIncome 12.26 0.13 6.2 -1.8 TempGlbBndR6 7.61 0.20 0.8 -9.1
2TGlFxd 9.65 -0.17 4.7 1.6 IntlIndex n 10.79 -0.10 13.4 4.9 Idx2050 Premier 23.28 0.61 18.1 13.8 NASDAQ n 188.84 5.24 43.2 21.1
NwInsghtI 33.46 0.70 34.1 23.7 Canada 14.18 0.29 11.9 33.3 FrankTemp/Mutual A&B:
5GlbFxdInc 9.94 -0.24 4.8 -3.2 LgCpVal 23.41 0.28 6.4 30.7 Idx 2055 Premier 19.15 0.50 18.1 13.8 NewInsights Z 33.60 0.71 34.3 24.2
IntrTresBdIxPrem n 9.72 0.20 3.6 -12.3 REIncmInst 11.41 0.09 8.2 10.9 FASeriesEqGroFd 15.27 -0.53 28.6 23.9
CAIntrTrmMuniBd 10.36 0.04 3.3 -1.1 NatlMuniInc 9.33 0.11 7.2 -1.3 Idx 2060 Premier 16.22 0.42 18.1 13.8 NewMill n 49.03 1.33 24.0 52.0 Beacn A 15.89 0.31 13.1 18.8
LgCpGwId InstPre n 29.21 0.48 41.3 30.8 SmallCapI 32.25 1.63 15.8 22.0 HthCarZ 64.77 2.16 0.8 -1.3
CASTMuniBd 10.16 -0.02 2.6 1.6 Eaton Vance Funds: Idx2065 InstPrem 13.11 0.34 18.0 13.8 NewMkt n 12.37 0.34 13.0 -5.0 Shares A 24.79 0.70 12.2 25.2
LgCpVlIdxIstPrem n 15.96 0.28 10.0 28.6 SmCapGrwI 27.31 1.23 15.1 -2.6 IntMuni Z 10.17 0.08 5.0 -0.1
Cont 29.23 0.65 13.3 10.1 ParTxMgdEmgMktIn 41.06 0.83 8.5 2.2 LTTrsBdIdxInstPr n 10.15 0.47 3.2 -30.7 IdxIncInsPre 11.59 0.21 7.7 -1.0 NJMun n 11.63 0.12 7.3 0.2 FrankTemp/Temp A:
StkSelSCp 32.87 1.68 16.8 20.6 LmtTermMuni Z 10.35 0.05 3.7 -0.4
DFARlEst 38.86 1.02 10.1 18.2 Edgewood Growth Instituti: MidCapK6 14.40 0.45 9.8 31.9 IdxInc Premier 11.58 0.21 7.7 -1.0 NYMun n 12.39 0.16 6.8 -1.4 DvMk A 18.09 0.43 9.5 -18.0
StrInI 11.37 0.21 8.7 1.0 STCrFd 9.81 0.06 5.5 2.2
EmgMkt 26.82 0.26 10.2 -3.3 EdgewoodGrInst43.08 1.27 37.6 4.1 MidCpGrwthIndx n 26.69 1.03 24.0 3.9 Income n 10.51 0.20 7.4 -1.1 OHMun n 11.39 0.11 4.7 -2.7 Frgn A 8.06 0.17 17.5 19.6
Total Bd 9.54 0.21 6.5 -7.0 FidelityAdviAsset:
EmgMktSoCoEq 13.67 0.13 12.0 -2.0 MidCpInxInstPrem n 29.54 0.89 15.6 18.5 Income K 10.49 0.20 7.4 -0.9 OTC n 17.98 0.38 40.2 21.9 GlBond A 7.65 0.19 0.5 -10.2
ValStraI 51.02 2.22 18.3 47.8 ADVAssetMan60 14.70 0.35 13.3 8.1
EmgMktVa 28.54 0.08 13.0 16.2 F MidCpValIndex n 24.79 0.75 11.2 26.6 Fidelity Invest: OTC K 18.40 0.40 40.5 22.3 GlSmCo A 9.25 0.39 13.6 1.3
Fidelity Advisor M: First Eagle Funds:
EmMktCorEq 21.88 0.14 12.7 2.8 NewMkt I 12.37 0.34 12.9 -5.1 AdvSrsGroOpport 12.56 0.25 43.9 4.4 OverseasK 58.82 1.44 18.0 9.3 Growth A 25.02 0.62 18.5 11.4
EmMktSmCp 22.34 0.03 13.9 13.9 Fairholme: Balanced 26.64 0.58 19.7 16.5 Ovrse n 58.97 1.45 17.9 9.0 GlbA 62.10 1.03 11.0 17.8
OTCK6Port 19.78 0.40 41.1 23.1 AdvSrsSmCap 11.86 0.15 13.2 21.2 World A 14.80 0.36 29.7 9.2
Fixd 10.18 -0.05 4.8 3.3 Fairholme n 34.50 1.41 40.0 26.4 EqGr 16.28 0.32 32.8 24.4 PAMun n 10.52 0.10 5.6 -2.2 Gold 23.79 0.57 5.9 -2.7
PuritanK6 13.98 0.27 19.0 19.2 AggrInt n 26.09 0.75 25.5 7.0 FrankTemp/Temp Adv:
GblAll60 40Inst 19.91 -0.41 13.2 14.2 FAM Dividend Focus: EqIn 33.06 0.92 9.8 32.9 PcBas n 28.70 0.69 10.6 -11.4 OverseasA 23.77 0.27 8.3 5.5
RealEstIdxInst n 15.61 0.62 10.7 15.5 AilSectEq 10.64 0.26 29.0 36.3 GlBondAdv 7.61 0.19 0.7 -9.6
GlAll25 75Inst 13.62 -0.29 8.3 5.7 GrOppM 123.45 2.80 41.8 -0.3 PuritanK 23.02 0.28 19.0 19.0 US Val A 18.76 0.40 12.8 27.6
FAMDivFocFd n 52.75 1.20 18.0 30.4 SAIIntlMon 12.61 0.18 17.9 8.4 AMgr20% n 13.31 0.23 7.2 0.9 Frost Family of Fund:
GlEqInst 29.95 0.12 18.2 26.3 NwInsghtM 29.76 0.62 33.4 21.9 Puritn n 23.05 0.29 18.9 18.7 US Val I 19.21 0.41 13.1 28.6
FAM Value: SAIIntlSmComplet 11.35 0.29 14.0 -8.2 AMgr50% n 19.49 0.42 11.7 5.9
FrTRInst 9.59 0.16 8.2 6.5
GlRESec 10.13 0.15 7.9 8.9 SmllCapM 24.52 1.23 15.3 20.1 RealE n 38.12 1.12 9.8 19.6 FMI Funds:
FAMValue n 94.32 3.01 14.3 25.0 SAIUSLgCpIndxFd 19.51 0.48 24.8 33.8 AMgr70% n 25.85 0.61 14.8 10.7
InfProtSec 10.86 0.12 4.2 -2.8 StkSelMC 38.41 1.66 14.6 22.0 RealEstInc n 11.47 0.10 8.3 10.9 ComStkInvst n 34.02 0.38 24.5 53.1
Federated Hermes: SeriesBondFd 9.04 0.19 5.0 -10.0 AMgr85% n 24.20 0.59 17.1 14.0 G
IntGvFxdInc 11.00 0.14 4.1 -12.4 StrInM 11.20 0.21 8.4 0.2 SAIIntlMinVolInd 10.68 0.06 11.2 7.1 IntlInvst n 33.31 0.23 19.7 24.2
SeriesOverseas 12.68 0.31 18.8 12.2 AstMgr30R n 11.46 0.22 8.9 2.3
FdIntlGrIS 13.41 0.31 6.3 -16.1 Fidelity Advisor Z:
IntlCoreEq 14.88 0.11 14.1 14.2 SerLTTreBdIdx 5.87 0.27 3.3 -30.7 Balanc n 26.94 0.59 20.3 18.6 SAILTTreBdIdx 7.59 0.38 3.1 -32.5 LgCapInvst n 14.71 -1.06 19.2 23.1 Gabelli Funds:
FedHerMDTGro 27.67 0.21 38.4 39.6 AdvIntlSmCpZ 30.69 0.73 16.5 12.7
IntlREst 3.64 -0.04 3.4 -6.8 smallcpvInd n 23.80 1.18 16.2 -10.5 BalancedK 26.94 0.58 20.4 18.8 SAISm-MidCap500I 6.02 0.27 15.8 18.4 FPA Funds: ABC p n 10.74 0.00 6.4 9.1
FedHerMortStratP n 8.46 0.17 4.1 -8.6 AssetManager50% 19.43 0.42 11.8 6.1
IntlSustCore1 11.90 0.16 15.1 8.2 BluCh n 171.74 4.70 53.7 19.0 SAIUSMinVolIndFd 18.43 0.06 13.3 24.7 FPAFlexIncFnd n 10.00 0.09 8.1 7.2 Asset p n 51.46 1.66 8.3 17.3
FedHerUltBon 9.15 0.02 5.5 5.0 SmallCapValIndx n 23.60 0.98 12.4 23.5
IntlVal 19.48 -0.02 14.7 31.6 AssetMngr85 24.07 0.59 17.2 14.2 BluChpGr K6 26.51 0.71 53.7 20.4 SAIUSQtyIdx 19.15 0.52 28.2 36.6 FPANwInc n 9.72 0.08 6.7 4.3 GabelliAsstFdClI 51.38 1.67 8.6 18.2
Federated Hermes A: SmCpIdxInstPrem n 24.51 1.04 14.6 5.7
IntlVectorEq 12.97 0.06 13.6 16.1 AsstMngr70 25.82 0.61 14.9 11.0 BluChpGrK 172.67 4.73 53.9 19.3 SCValueI 19.71 0.90 15.8 40.3 FPA Funds Trust: SmCapG n 40.84 1.84 18.5 31.5
STBdIdx InstPrem n 9.75 0.09 4.5 -2.3
IntrLrgCpGroPor 15.53 0.27 15.2 8.1 CapIncA 8.10 0.18 9.5 6.3 CorporateBond 10.51 0.29 8.5 -9.7 BlueChipVal n 24.52 0.09 5.5 36.0 SmallCap n 16.78 0.82 16.7 11.7
STTreIdx InstPre n 10.10 0.09 4.0 -3.0 FPACres Inst n 39.34 0.77 19.3 26.8 SmCpGrwI 42.73 1.92 18.7 32.5
IntSmCo 18.70 0.27 10.8 7.4 EqIncA 22.03 0.67 8.1 22.2 EmMkt Z 27.77 0.71 5.9 -14.0 CALmtTrmTFB n 10.32 0.04 3.2 -1.0 SmCapDisc n 26.03 0.25 18.7 34.4
TMktIdxInstPrem n 130.19 2.09 24.6 28.1 FPACresentFnd 39.36 0.77 19.3 27.0 Util A p 5.55 0.06 -6.2 3.5
IntSmVa 20.56 0.01 13.9 21.0 KaufmannA 5.20 0.20 13.8 -19.5 FloatRateHighInc 9.27 0.04 11.7 18.1 CAMun n 12.20 0.13 5.7 -1.9 SmlCapO n 13.59 0.70 17.7 20.7
TotalMarketIndex n 16.43 0.24 24.7 29.1 Franklin: GAMCO Funds:
IntTermMuni 10.09 0.04 3.9 -0.5 KaufmnLCA 18.33 0.55 31.9 6.9 GovtIncome 9.25 0.18 3.6 -11.3 Canad n 62.40 1.14 10.9 31.1 SmlCpGrth n 27.23 1.23 15.1 -2.6
TtlIntIdxInstPr n 12.81 -0.08 12.5 4.3 FrnkGrowFdClA 16.03 NA NA NA GwthAAA n 87.33 0.78 43.5 9.7
IntVaIII 16.77 0.00 14.7 31.9 KaufmnSCA 45.43 2.16 13.1 -19.5 GrOpp 141.39 3.23 42.7 1.5 CapAp n 39.01 0.99 26.6 26.0 SmlCpGrth K6 14.58 0.66 15.7 -1.6
USBdIdxInstPrem n 10.39 0.21 5.0 -10.0 FrnkMdGrwthFdClA 15.57 NA NA NA Gartmore Funds:
ITExQual 9.58 0.18 9.0 -10.1 MunStkAdvA 13.82 0.23 9.0 8.2 IntCpAp 29.32 0.83 25.7 7.4 CapDevA 19.34 -0.27 22.7 42.5 SmlCpGrth Z 27.53 1.24 15.2 -2.2
USSusIdx n 20.96 0.46 27.3 36.3 Franklin A1: NationwideInstSv28.44 0.55 23.6 26.6
LgCo 31.27 -0.23 24.9 33.7 StockTrA 28.57 0.63 11.0 37.8 InvestGradeBd 7.24 0.16 6.1 -8.6 CapDevO n 20.34 -0.30 23.0 43.7 SmlCpVal n 19.71 0.91 15.8 40.3
Fidelity Adv Focus A: CA TF A1 6.86 0.07 5.5 -3.6 Gateway:
LgCpIntl 25.65 0.15 14.7 14.2 StrValDivA p 5.42 0.11 -2.8 26.7 NewMktsIncFdZ 12.37 0.34 13.1 -4.8 ChinaReg n 31.61 0.55 -1.6 -32.7 Srs1000ValIndRet 14.52 0.46 10.1 28.7
SclCrEqInst 13.78 0.13 15.1 10.5 Federated Hermes C: EnergyA 42.26 0.20 0.0 139.4 CAHY A1 9.77 0.12 4.4 -4.3 GatewayA 40.27 0.33 13.8 12.1
RE Income 11.40 0.08 8.4 11.2 CnvSc n 32.51 0.80 10.6 5.6 SrsBlChGroRetail n 15.43 0.43 55.5 22.7
SelHdgGlFxd 9.07 -0.33 5.3 -2.0 HthCarA 58.03 1.93 0.4 -2.4 CAInt A1 11.04 0.07 4.2 -2.5 GE Elfun/S&S:
StraValDivC 5.44 0.11 -3.3 24.0 SmallCapValue 19.73 0.90 15.9 40.8 Contra n 15.85 0.28 37.3 25.1 SrsCommStrt 92.62 1.01 -8.3 38.3
STExQual 10.25 -0.04 5.1 -0.8 TechA 98.45 3.59 58.4 33.3 Fed TF A1 10.80 0.12 6.2 -3.6
Federated Hermes Int: StkSelAllCap 69.15 1.86 25.2 26.9 ContraK 15.90 0.28 37.3 25.2 SrsEmrgMkt 16.90 0.43 11.4 -17.2 Tax Ex n 10.21 NA NA NA
STGov 9.88 -0.12 4.8 -1.1 Fidelity Adv Focus M: FedInt A1 11.23 0.10 4.9 -2.6
GloFinI 37.20 0.96 14.4 12.4 StrgInc 11.38 0.22 8.8 1.3 CorpBd n 10.51 0.28 8.3 -10.0 SrsGlobal 13.50 0.28 12.6 4.2 Trusts n 77.63 1.93 32.5 34.3
STMuniBd 10.14 -0.01 2.9 2.3 Tech 89.84 3.27 58.1 32.3 Fidelity Freedom: SrsIntlGrw 16.74 0.40 19.0 10.3 HiInc A1 1.71 0.04 12.6 8.3 Glenmede Funds:
InsHiYld 8.77 0.16 11.8 4.6 CpInc n 9.61 0.15 11.9 13.3
US CoreEq1 35.60 0.95 21.4 33.6 Fidelity Advisor: SrsGroCoRetail 19.22 -0.13 40.3 19.9 HY TF A1 8.73 0.13 5.5 -4.4
MDTAllCIS 37.83 0.85 22.2 40.7 2060 K6 12.97 0.35 18.9 15.8 DisEq n 57.59 1.30 32.0 24.3 SmCpEqAdv n 31.02 -0.83 15.6 36.8
US CoreEq2 32.05 0.81 20.3 34.6 MultiAstIn Retai n 13.28 0.28 10.9 15.1 FAFree2025I 12.40 0.32 12.1 3.9 SrsIntlSmCp 16.44 0.56 14.7 3.9 IncomeA1 2.31 0.06 7.7 20.3
MDTSmCIS 22.78 1.07 16.9 18.4 DivGrowK 32.68 0.96 15.9 33.8 GMO Trust Class III:
US Micro 25.66 0.79 15.1 35.4 Semiconductors A 62.57 4.58 73.6 77.9 FAFree2035I 13.87 0.36 14.9 9.7 SrsIntlVal 11.35 0.13 17.0 28.2 MIInsTF A1 10.50 0.11 5.0 -5.1
TtlRtnBdI 9.54 0.19 4.5 -7.8 DivGth n 32.73 0.96 15.8 33.4 EmgCntryDt 18.21 NA NA NA
US Small 43.52 1.35 15.4 31.5 SrsAdvIntlCapApp29.24 0.83 25.5 7.0 FAFree2045A 11.86 0.31 16.8 12.1 SrsSmCapDiscRet 11.44 0.47 19.3 35.9 MO TF A1 10.41 0.10 4.8 -5.3
Federated Hermes IS: DivIntl n 40.20 0.83 15.2 2.1 Quality 28.29 -0.88 28.0 39.9
US SmCpVal 43.93 1.06 16.2 58.1 StragInc n 11.37 0.21 8.7 1.1 FAFree2050A 11.91 0.32 16.8 12.2 STBF n 8.37 0.05 4.8 0.3 NY TF A1 10.01 0.13 6.4 -4.3
DivIntl K6 13.29 0.28 15.1 3.2 USTreas 5.00 0.00 5.3 6.1
US TgdVal 31.23 1.26 16.8 55.6 CorpBondFdIS 8.33 0.19 7.6 -7.0 Tech Z 110.93 4.06 59.0 34.8 OHInsTF A1 11.49 0.11 4.9 -5.8
FF2010 n 13.85 0.30 8.9 0.8 DivIntlK 40.10 0.83 15.3 2.5 StkSelLCVl n 25.44 0.23 13.2 36.2 GMO Trust Class IV:
USLCpGr 31.01 0.52 23.8 35.6 FdShinToRetI 10.00 0.08 4.6 -1.3 TotBdFdClZ 9.54 0.21 6.6 -6.6 OR TF A1 10.50 0.09 4.6 -5.2
FF2015 n 11.34 0.26 10.3 2.1 DivStkO n 31.50 -0.38 26.7 33.0 StkSelSmCp n 32.66 1.67 16.8 20.6
USLgVa 43.95 0.62 10.0 33.7 GovUltra 9.80 0.02 4.7 5.1 PA TF A1 8.85 0.10 5.6 -4.8 EmgCntrDt 18.17 NA NA NA
Fidelity Advisor A: FF2020 n 14.23 0.36 11.7 3.4 Emerg Asia n 39.22 0.85 11.5 -31.2 StkSlcACap n 69.58 1.87 25.1 26.5
USLgVaIII 28.22 -0.15 10.1 34.0 InstlStrVIS 3.65 0.04 8.6 18.6 US Gov A1 5.11 0.10 3.5 -8.9 IntlEq 22.30 -1.03 17.6 21.2
AdvMdCpIIA 20.89 0.30 13.0 21.8 FF2020A 11.62 0.29 10.8 1.9 EmrgMktK 35.21 0.90 13.5 -13.9 StratDivInc n 16.35 0.41 8.3 17.8
USSmCpGr 24.98 1.07 19.1 25.5 IntEq IS 23.54 0.61 11.9 -2.9 Utils A1 20.13 0.08 -5.0 13.5 Quality 28.38 -0.89 28.1 40.1
AdvStrDivInA 16.20 0.40 8.1 16.7 FF2025 n 13.21 0.34 12.8 4.9 EmrgMktsDebt 7.70 0.18 11.4 -4.5 StrDivIncI 16.29 0.41 8.4 17.7
USSoCoreEq2 23.48 0.63 24.3 32.4 KaufmnLCIS 19.85 0.59 32.2 7.7 Franklin Templeton: GMO Trust Class VI:
BalancA 26.22 0.56 20.0 17.4 FF2025A 12.23 0.32 11.8 3.2 EmrMkt n 35.22 0.91 13.3 -14.2 TaxFrB n 11.01 0.12 6.7 -1.3
USSustCoreI 36.90 1.04 23.9 31.9 KaufmnSCI 47.16 2.25 13.6 -18.3 TotalBond n 9.55 0.20 6.5 -6.9 TgtGro A 17.78 NA NA NA EmgMkts 22.85 NA NA NA
BioTech 25.89 1.23 3.5 -8.6 FF2030 n 16.67 0.44 13.9 7.1 Eq Inc n 66.50 1.53 8.9 30.6
USVectorEq 23.81 0.46 15.6 36.2 MunStkAdvI 13.82 0.24 9.3 9.1 TotalBond K6 8.88 0.19 6.4 -6.6 TgtModA 14.31 NA NA NA Quality 28.29 -0.90 28.1 40.3
DivGthA 18.63 0.54 15.3 31.7 FF2030M 13.37 0.35 12.5 4.4 EqDivIncm n 27.84 0.78 10.5 34.8
WexUSGov 8.48 -0.04 9.2 -15.5 ShtlncIS 8.37 0.05 4.8 1.8 Trend n 147.87 -2.31 42.9 19.5 FrankTemp/Frank Adv: Goldman Sachs A:
DivStkA 30.16 -0.32 26.2 31.6 FF2035 n 14.55 0.38 15.9 11.0 EqDivIncmK 27.83 0.78 10.6 35.1
WrdEXUSTARGETVAL 13.61 0.19 14.1 17.1 StraValDivIS 5.46 0.11 -2.6 27.6 Utility n 27.86 0.41 2.8 16.2 CapGr 29.61 NA NA NA
DivIntlA 24.25 0.50 14.7 1.4 FF2035A 13.67 0.35 14.6 8.8 EqIncK 66.43 1.53 9.0 30.9 CA HY Adv 9.79 0.12 4.5 -4.1
Dodge & Cox: UltraShortI 9.15 0.02 5.5 4.8 ValStra n 55.60 2.42 18.3 47.8 HYMuni 9.10 NA NA NA
EqGrA p/r 16.92 0.34 33.2 25.4 FF2040 n 10.46 0.28 18.1 14.4 Europ n 33.61 0.56 11.3 -2.1 CA IntAdv 11.07 0.07 4.3 -2.3
Balanced n 102.52 2.62 12.7 25.3 FedMuniUl A 9.96 0.01 3.7 3.5 Value n 14.08 0.64 17.2 45.6 IncBuilder 24.04 0.55 9.1 9.9
EqInA 31.92 0.89 10.1 33.9 FF2040A 15.03 0.40 16.4 11.8 Fidel n 73.68 0.40 29.5 30.7 CA TF Adv 6.85 0.07 5.6 -3.2
Dodge & Cox n 10.98 0.26 11.1 1.8 Federated Hermes R: ValueDisc n 34.63 0.76 3.9 26.8 MidCapVal 34.40 NA NA NA
FF2030A 13.51 0.35 12.8 5.2 FF2045 n 12.03 0.33 18.5 14.9 FIDEMDLCF 9.22 0.15 11.7 -5.4 CvtScAdv 20.86 0.61 9.2 0.9
GblStock n 14.94 0.42 18.5 34.8 KaufmnR 5.21 0.19 13.8 -19.6 FltRateA 9.29 0.04 11.4 16.9 FF2050 n 12.18 0.33 18.5 14.9 FltRateHi n 9.28 0.04 11.8 18.1 ValueK 14.10 0.64 17.3 46.0 Dynat Adv 138.44 4.46 43.4 -0.4 Muni 15.28 NA NA NA
Income n 12.68 0.29 7.1 -5.0 Federated Hermes R6: GrOppA 125.69 2.86 42.2 0.4 FrdmBlen2025 K6 10.49 0.28 13.0 4.4 FocsdStk n 29.92 0.40 27.3 21.4 Wrldw n 30.59 0.48 22.8 11.2 Fed TF Adv 10.81 0.12 6.3 -3.3 Goldman Sachs Inst:
Intl Stk n 49.33 0.83 14.4 18.9 FedInstHYBondL 8.77 0.16 11.9 4.6 GroIncA 36.18 1.00 17.2 41.1 Free2045L 12.02 0.32 17.1 13.0 FournOne n 55.27 1.45 17.5 14.3 Fidelity SAI: FedIntAdv 11.26 0.10 5.0 -2.3 CoreFix 9.25 0.20 5.6 -10.5
Stock n 245.60 7.91 16.1 42.9 KaufmnSCL 46.78 2.23 13.7 -18.3 HiIncAdvA 11.21 0.18 11.4 12.3 Free2050I 12.07 0.32 17.1 13.1 GlobCommStk n 17.26 0.40 -8.4 39.9 FidSAIEmgMktIndx 12.66 -0.02 6.7 -15.1 Growth Adv 130.35 3.77 26.6 19.0 EmgMktEq 21.19 NA NA NA
Domini Funds: StrValL 5.46 0.11 -2.5 27.7 IntCpApA 27.18 0.77 25.2 6.2 Free2055 n 14.09 0.38 18.5 14.8 GNMA n 10.17 0.20 4.3 -8.1 FidSAIIntlIndxFd 13.26 -0.04 15.4 12.1 HY TF Adv 8.77 0.13 5.5 -4.2 HYMuni 9.10 NA NA NA

Int 14.05 NA NA NA GasUtilIndInv 23.07 0.08 -0.4 23.8 DiscovY 101.03 4.46 14.5 -6.9 IntlGrw 24.60 0.45 10.4 -8.9 Legg Mason I: UnconstrBdI 10.31 0.14 7.1 -0.3 IntrinsicValInst 19.75 0.82 11.0 17.0 Parnassus Fds:
IntlEqESG Inst 27.41 NA NA NA Homestead Funds: EqWtdY 69.26 -0.70 12.2 29.2 LifeAggr 13.73 0.40 15.4 10.8 IntlGrTrI 59.53 0.31 11.7 -6.0 MFS Funds: LCVal Inst 41.69 0.52 -3.1 23.9 ParnEqFd n 54.22 1.20 22.7 29.6
Muni 15.27 NA NA NA ShtTmBd n 4.89 0.04 4.8 -2.0 GlblOppY 50.64 2.49 13.6 -30.9 LifeBal 12.93 0.33 12.1 5.5 OpporTrl 32.29 1.17 34.4 -15.2 IIE 32.78 0.60 16.5 16.7 LgShInst 17.41 NA NA NA Parnsus n 54.36 2.27 32.6 -1.1
ShDuTF 10.33 NA NA NA Value n 48.07 -1.33 10.8 32.9 GloblY 89.04 -7.44 31.2 5.9 LifeConsv 11.60 0.23 8.0 -1.3 LKCM Funds: MFS Funds Class A: MdCpGrInst 15.44 0.58 18.0 -3.4 Paydenfunds:
SmCapVa 45.02 NA NA NA Hotchkis and Wiley: IncomeY 5.43 -0.01 19.2 103.5 LifeGrw 13.52 0.37 14.0 8.6 AgGrAIA 28.31 0.72 14.2 14.9 MidCapGroR6 15.48 0.58 18.1 -3.1 LowDur n 9.68 0.06 5.1 1.7
LKCMEqInst 34.20 0.86 10.4 15.9
Gotham: HiYldI 10.43 0.17 11.9 9.1 IntGrowY 34.80 -3.15 18.2 -1.9 LifeMod 12.00 0.27 10.0 2.6 CoEqyA 44.90 0.21 21.4 28.2 NeubCrBdInst 8.94 0.19 5.5 -9.5 LtdMat n 9.50 0.01 5.9 6.8
Longleaf Partners:
AbsRt Inst 19.47 0.27 17.7 41.8 SmCpVal 74.63 3.03 16.2 63.4 IntlBdY 4.38 -0.04 6.6 -15.5 TFBdA 9.03 0.08 5.5 -1.3 GlEqA 49.65 1.31 12.4 10.4 REInst 13.47 0.70 10.5 15.4 Pear Tree:
Intl n 16.22 0.29 17.4 -4.0
GothamIdxPl Inst22.46 0.34 25.6 49.1 ValOppI 35.79 1.31 23.5 55.7 IntlSmCoY 41.33 0.46 9.3 -10.4 USGlobLdrs 61.49 1.37 27.3 9.3 GlTotA 16.76 0.00 8.4 6.0 StratIncmR6 9.79 NA NA NA
Partners n 22.43 0.67 22.8 15.8 ForeignVal I r 22.42 0.21 17.4 9.3
Guggenheim Funds Tru: Hussman Funds: Invesco 32.70 -0.06 7.1 -16.0 John Hancock Instl: GrowthA 163.47 2.61 33.9 16.2 StrIncInst 9.80 NA NA NA
Sm-Cap n 24.51 0.53 16.8 3.9 PearValR6 10.87 -0.17 17.5 9.6
FloRaStraFdInst24.54 0.10 12.2 17.4 MnStFndY 48.76 -2.50 22.2 26.9 BalancedI 25.97 0.65 17.1 15.1 GvScA 8.70 0.17 3.1 -11.4 SustainableEqIns43.42 1.25 24.8 28.8
StrGrowth n 6.30 0.02 -11.0 4.0 Loomis Sayles Fds: PearValSCapInst 15.16 0.24 17.3 15.5
MacOppFdClInstl 24.19 0.30 8.7 3.2 RocMuniY 15.39 0.27 9.4 0.5 StratIncmOppI 9.97 0.16 6.9 -2.4 IntlVA 40.99 0.73 15.3 0.0 Neuberger Berman Inv:
LSBondI 11.53 0.22 7.0 -3.1 Perm Port Funds:
TotRtnBdFdClInst 23.72 0.52 6.7 -9.3 I Sel40Y 7.62 -0.01 21.0 96.1 USGlbLdrsGrwI 69.08 1.54 27.6 10.1 IntNwDA 30.91 0.60 9.8 -4.9 Focus n 24.88 0.39 22.3 3.5
LSBondR pn 11.46 0.22 6.8 -3.8 Permanent n 50.63 1.25 10.6 16.9
TotRtnBondFdClA 23.70 0.52 6.4 -10.0 Ivy Funds: JPMorgan A Class: LtdMA 5.78 0.04 5.5 0.9 Genes n 61.79 2.45 13.6 10.8
IFP US Equity Fund: LSFixIncl 11.92 0.29 7.2 -2.3 PGIM Funds Cl A:
GuideMark Funds: AssetStrA p 20.19 NA NA NA CoreBond 10.29 0.22 5.0 -9.1 MCapA 26.40 0.83 19.5 0.1 Guard n 25.58 0.44 33.4 31.1
IFP US EquityFd 17.98 -0.87 18.0 26.5 LSStrIncA p 11.78 0.22 6.8 -3.1 Balanced 16.31 0.38 15.4 11.9
LgCpCorServ n 27.80 0.84 23.9 28.7 BalancedA p 20.66 NA NA NA CorePlusBd p 7.25 0.16 5.4 -8.5 MCapValA 29.46 0.29 11.1 33.6 IntlEqInst r 12.44 0.24 11.5 1.3
Invesco Fds Investor: SmCpGI 26.28 1.13 9.7 -4.5 HighYield 4.71 0.08 10.3 3.9
GuideStone Funds: CoreEqA t 16.93 NA NA NA EqInc p 22.37 0.52 3.6 28.1 MIGA 40.62 0.76 23.0 27.8 LCVal n 41.69 0.52 -3.3 23.3
Lord Abbett A: JennBlend 21.97 0.77 25.5 16.2
DivrsDiv n 17.38 -0.55 7.4 27.0 EmgMktEqFdI 18.48 NA NA NA EqIndx p 70.86 1.74 24.3 32.0 MITA 37.22 0.88 17.5 27.0 MdCpGrInv n 15.38 0.58 17.8 -3.8
AggrAllGS4 n 11.65 NA NA NA Affiltd p 16.70 0.51 9.0 26.1 JennFocGrowth 20.01 0.39 50.1 -4.1
GlHltCr n 35.17 0.67 1.1 0.5 HiIncA p 6.02 0.17 11.1 5.9 GroInc p 69.42 2.32 8.5 36.2 MuHiA 7.27 0.10 5.4 -4.0 Neuberger Berman Tr:
BalAllGS4 n 11.28 NA NA NA JennGrowth 50.62 1.23 51.1 11.1
Tech n 51.55 1.49 46.5 3.0 HiIncI r 6.02 0.17 11.3 6.7 BdDeb p 7.04 0.12 6.0 -3.9 MuInA 8.17 0.09 5.9 -2.7
EqindxGS2 48.48 NA NA NA GwthAdv p 30.27 0.61 38.1 20.3 Genes n 61.54 2.44 13.5 10.5 JennHealthSci 36.94 0.59 8.7 6.0
Invesco Funds A: IntlCorEqI r 20.31 NA NA NA CalibrDivGr 19.44 0.50 15.6 28.1 MuLtdA 7.93 0.04 4.0 -0.8
EqIndxGS4 n 48.44 NA NA NA HighYld p 6.34 0.11 10.4 6.1 GenesisFdR6 61.98 2.45 13.9 11.7 JennMidCapGrowth 14.19 0.06 19.1 3.1
LgCpGwthA p 29.51 0.44 36.5 33.1 CoreFxdInc p 9.34 0.18 5.0 -9.8 NewDA 22.94 1.12 11.4 -17.8
GrAllGS4 n 11.94 NA NA NA 500InxA 49.74 0.71 24.3 31.8 Inv Bal p 15.03 0.18 12.3 8.3 New Covenant Funds: JennSmallCompany p 18.49 0.78 9.1 16.2
LgCpGwthl r 32.42 0.49 36.8 34.2 DevGt p 17.88 0.90 5.5 -32.8 ReInA 22.00 0.42 10.6 4.4
GrEqGS2 23.34 NA NA NA ActiveAllA 13.31 0.35 11.9 4.3 InvCon p 12.12 0.23 9.0 2.2 Growth n 56.62 -1.77 16.7 20.2 JennUtility 12.93 -0.95 -4.0 11.2
MidCapI 30.02 1.80 18.9 -1.2 FloatRt p 8.12 0.04 11.9 16.0 ResBdA 9.53 0.21 6.5 -8.8
GrEqGS4 n 22.78 NA NA NA AMTFrNY 10.66 0.15 7.5 -2.0 InvG&I p 17.89 0.19 14.6 12.9 Nicholas Group: NationalMuni 14.02 0.11 5.1 -2.2
MdCpGwthA p 26.02 1.57 18.6 -2.1 FundlEq p 13.18 0.37 11.8 31.7 RschA 52.62 -2.26 20.8 27.2
IntEqGS2 14.02 NA NA NA BalancedRiskAllA 8.43 0.03 4.6 -0.9 InvGrwt p 22.57 0.12 17.4 18.1 QuanLrgCapCoreEq 18.42 -0.15 24.9 36.0
ScTechA p 45.35 2.16 39.1 9.4 HiYldA t 6.27 0.11 9.2 0.6 EqInc I n 20.30 0.48 6.2 25.1
LowDurGS2 12.76 NA NA NA CapApprA p 63.67 1.48 34.2 15.4 LgCpGwth p 57.83 1.12 32.7 18.2 TechA 51.26 -4.10 51.1 11.9 ShrtTermCorpBond 10.42 0.11 5.9 -1.5
ScTechI r 59.57 2.84 39.4 10.0 HYMuniBd p 10.69 0.14 6.4 -5.1 Nch II I 32.48 1.29 17.9 20.8
MedDurGS2 12.79 NA NA NA Chart 16.83 -0.70 22.0 24.9 MdCpGrw p 36.93 1.47 21.1 -1.1 TotRA 19.68 0.55 9.1 13.7 TotalReturnBond p 12.05 NA NA NA
SmCapGrA t 12.06 NA NA NA IncomeA p 2.45 0.06 7.9 -7.1 NchLt I 27.89 1.05 14.9 8.8
SmCapGS2 17.00 NA NA NA CmstA 27.03 -1.09 11.0 50.3 MdCpVal p 34.62 -0.45 9.8 31.0 UtilA 20.90 -0.57 -2.3 13.3 PGIM Funds Cl Z:
SmCapGrI r 20.08 NA NA NA IntrTxFr 10.24 0.10 5.5 -2.9 Nich n 88.71 2.21 32.8 40.0
ValEqGS2 18.06 NA NA NA CoreBdA p 5.70 0.11 4.6 -11.2 ShrtDurBd p 10.67 0.08 4.7 0.4 ValueA 46.55 -2.06 6.2 26.6
MidCapStk 32.03 1.06 14.2 32.4 Northern Funds: GlobalRealEstate 18.93 0.76 9.8 3.6
CpBdA 6.28 0.17 7.5 -9.6 Sm Cap p 41.88 0.14 9.5 7.7 MFS Funds Class C:
J MultiAstBalOppty 10.87 0.25 10.9 4.0 ActMIntlEq nr 12.18 0.23 18.3 14.0 HighYield 4.72 0.08 10.6 4.7
H DevMkt 32.75 0.03 6.9 -16.7 SR2030 p 17.75 0.42 13.8 6.1 GrowthC 121.14 1.92 33.0 13.6
MultiAstInc 15.02 0.32 8.0 0.7 BdIdx n 9.26 0.20 4.8 -10.0 JennGrowth 57.97 1.41 51.6 12.1
DevMktA 38.66 0.78 9.2 -22.3 Janus Henderson: SR2040A p 19.93 0.50 16.8 12.6 MFS Funds Class I: JennHealthSci 45.42 0.72 9.0 6.9
Harbor Funds: ShDurTxFr 15.04 0.04 2.8 -1.0 EmMktsEqIdx nr 10.84 NA NA NA
DiscFdA p 81.74 3.60 14.2 -7.6 Balanced C 41.28 0.76 13.2 10.1 USEquity 20.97 0.31 25.3 32.9 BondI 12.40 0.32 8.7 -9.6 JennMidCapGrowth 19.85 0.31 19.5 4.1
Bond 10.23 0.22 6.1 -8.3 ShtDurIncmA p 3.85 0.03 4.7 0.9 FixIn n 8.97 0.19 5.3 -9.0
DisMdCpGrA 23.41 0.82 12.4 -5.8 Balanced Inst 44.80 0.49 14.2 13.5 ValAdv t 35.44 -0.62 8.6 35.1 GrowthI 177.52 2.84 34.3 17.0 TotalReturnBond 12.00 NA NA NA
CapApInst 95.45 2.30 52.1 12.2 DivIncm p 24.32 -0.19 5.7 26.6 TaxFr p 10.48 0.13 6.7 -4.5 GlbREIdx nr 9.60 NA NA NA
Balanced T n 41.88 0.69 14.1 12.8 JPMorgan I Class: IntNwDI 32.09 0.62 10.1 -4.2 PIMCO Fds Admin:
CapApInv n 87.92 2.11 51.6 10.9 DivrsDiv p 17.39 -0.55 7.3 26.6 TotRet p 8.79 0.17 5.6 -9.0 HiYFxInc n 5.94 0.11 12.5 5.9
Contrarian T n 25.45 1.33 19.2 14.5 CoreBond 10.28 0.22 5.2 -8.5 MCapI 28.49 0.90 19.8 0.9 TotRtAd p 8.61 0.17 5.4 -10.5
IntlInst 44.40 0.83 12.8 8.1 EqIncA 9.98 -0.27 8.9 19.8 ValOpps p 17.50 0.72 15.4 16.1 IntlEqIdx nr 13.94 0.26 15.2 11.7
Enterprise Inst 75.22 2.96 16.1 16.1 CorePlusBd 7.25 0.17 5.7 -7.7 MCapValI 30.37 0.26 11.4 34.6 PIMCO Fds Instl:
LgCpValue 21.82 0.73 17.5 27.3 EqInvA 13.70 0.38 12.9 6.0 Lord Abbett C: IntTxExpt n 9.84 0.07 4.5 -3.4
Enterprise T n 126.93 5.01 15.9 15.9 EmMktEq I 29.29 0.67 4.8 -27.3 MIGI 42.37 0.79 23.2 28.8
SmCpGwth 12.99 0.64 19.9 -0.9 EqWtdA p 68.19 -0.58 11.9 28.2 BdDeb 7.06 0.12 5.4 -5.6 MidCpIdx n 21.26 0.89 14.7 25.2 AllAsset 11.11 NA NA NA
Forty S 42.05 0.94 37.2 13.8 EqInc 22.83 0.53 3.9 29.0 MITI 35.73 0.85 17.7 28.0
SmCpValInst 40.91 1.90 14.1 19.0 FltgRate p 6.80 0.03 10.9 15.5 ShtDurIncmC t 3.87 0.02 4.1 -0.9 ShIntTaxFr n 9.93 0.04 3.0 -0.3 AllAssetAuth r 6.56 NA NA NA
GlbEqIncA 5.96 0.00 7.8 14.1 EqIndx 71.00 1.75 24.6 33.1 ResBdI 9.53 0.21 6.7 -8.4
Harding Loevner: Lord Abbett F: SmCapIdx n 13.31 0.71 14.3 5.1 CommodtyRR 12.99 NA NA NA
GblAllocA 18.13 0.07 14.1 5.0 GrAdv r 32.09 0.65 38.4 21.2 RschI 54.47 -2.35 21.1 28.1
GlbResch T nr 93.70 2.40 24.9 21.1 SmCpVal n 20.41 1.01 13.1 27.8 DivInc 9.51 0.20 9.6 -4.6
EmgMktsAdv n 41.29 0.90 4.3 -25.1 GblStrIncmA p 3.12 0.01 7.4 -7.6 BdDeb 7.03 0.12 6.1 -3.6
GblResh Inst 60.24 1.32 25.0 21.8 GvBd 9.52 0.19 3.8 -10.3 TotRI 19.67 0.55 9.4 14.5
IntlEq 26.28 0.50 12.2 -0.5 StkIdx n 50.35 1.24 24.8 33.5 EmMktsBd 8.34 0.22 11.1 -8.1
GlbOppA p 49.07 2.41 13.3 -31.4 HighYld 6.39 0.12 10.6 6.8 ShtDurIncm 3.85 0.03 5.0 1.5 ValueI 46.86 -2.09 6.5 27.6
GlbSel T n 16.49 0.47 14.6 23.0
Hartford Funds A: TxExpt n 9.64 0.08 5.2 -5.2 EmrgMktCur&STInv 7.46 0.06 8.3 2.2
Glcoreeq p 14.16 -0.02 20.3 10.6 IntlEq 18.78 0.31 14.7 5.8 Lord Abbett I: Miller Convertible B:
GlLifeSci T nr 67.05 2.20 4.8 10.6 Nuveen Cl A: ExtdDur 14.95 1.03 3.6 -40.8
BalIncA 14.31 0.40 6.7 7.5 GlHltCr 35.16 0.67 1.1 0.5 IntmdTFBd 10.04 0.09 4.4 -2.6 BdDebentr 7.00 0.11 6.2 -3.3
GlTech T nr 51.23 1.47 53.7 15.2 MillerConvBndFd 12.43 0.20 5.1 -0.3 GlblBdOppUSH 9.44 0.12 6.3 0.4
CapAppA 38.63 0.92 17.2 12.4 GrIncA 20.00 -1.76 11.0 35.7 InvConGw 12.21 0.22 9.3 2.9 CalibrDivGr 19.70 0.50 15.8 29.1 AAMunBd p 10.18 0.11 5.8 -7.8
Grw&Inc T n 68.43 -2.97 17.0 31.8 Mondrian: HiYld 7.93 0.14 11.6 4.3
Chks&Bal 9.34 -0.04 8.6 8.4 GrowAlloc p 14.46 0.38 11.8 4.5 InvGrwth 23.30 0.14 17.6 18.9 DevlpGro 23.57 1.18 5.7 -32.3 CAMunBd p 10.10 0.09 4.9 -6.0
MdCpVal T n 14.91 -0.90 9.9 25.8 IntlValEq n 14.84 0.30 17.7 17.0 HiYldMuniBd 8.44 0.12 8.2 -0.2
DiscpEqA 45.31 0.07 19.6 22.1 Hyld 3.49 0.05 8.5 2.6 LgCapVal 18.75 -0.02 10.3 37.8 FloatRt 8.12 0.03 12.1 16.7 HiYldMuBd p 14.78 0.23 4.4 -2.4
Overseas T nr 42.47 1.20 8.7 14.1 Morg Stan DW Inst: IntlBdUnhedged r 7.67 0.19 4.8 -19.9
DivGth A 32.41 0.68 12.0 35.0 HYMuA 8.53 0.14 4.7 -3.8 LgCpGwth 59.50 1.15 33.0 19.1 FundlEq 13.28 0.38 12.1 32.8 IntDMunBd p 8.84 0.08 4.9 -1.9
ResearchPort Ins44.52 0.90 41.2 21.5 FxInOpp I 5.15 0.07 7.6 0.6 IntlBdUSH 9.81 0.13 8.6 -3.4
EmrgMktEqAdv 15.54 0.38 6.2 -20.1 IntlBdA p 4.38 -0.04 6.3 -16.1 MdCpGrw 45.98 1.84 21.4 -0.3 HiYld 6.30 0.11 9.6 1.3 LtdMnBd p 10.94 0.06 3.7 0.2
Resh T n 64.94 1.31 41.0 21.0 Morgan Stanley Inst: InvGrdCrBd 8.96 0.22 7.8 -9.7
EqInc 19.84 -0.52 5.4 32.5 IntlDivA 15.80 0.50 12.7 -10.0 MdCpVal 35.33 -0.43 10.0 32.0 ShtDurInc p 3.84 0.02 4.9 1.5 NYMunBd p 9.91 0.13 6.6 -3.6
Venture T n 74.36 3.52 13.3 -5.3 LgTmRlRt 12.89 0.60 2.1 -25.5
FltRateA 7.90 0.04 10.2 11.0 IntlGrow 22.30 0.39 14.9 1.1 MidCapEq 57.70 2.11 14.8 17.1 TotRet 8.81 0.18 5.8 -8.3 CapGrI 38.22 1.88 49.5 -41.5 Nuveen Cl I:
Jensen I : LgTrmCrdtBd 9.15 0.40 9.9 -18.9
GrOppty 41.29 0.95 38.2 -4.8 IntlGrowA p 35.04 -3.04 17.9 -2.6 CapGrP p 34.23 1.68 49.1 -42.0 HYMunBd 14.78 0.22 4.6 -1.8
Jensen I 58.57 -3.53 15.9 29.0 MtgBckd 10.15 0.22 5.4 -5.6 LngDurTotRtrn 7.39 0.32 7.3 -23.1
GrowAllA 13.10 0.29 13.2 9.2 IntlSmCoA 41.72 0.58 9.1 -11.1 ShtDurBnd 10.69 0.08 5.0 1.1 M CorPlusFxdIncI 9.55 0.17 6.6 -8.3 Nuveen Cl R:
Hlthcare 35.82 0.80 1.3 -0.8 JensenQualGrJ n: LowDur 9.17 0.04 4.7 -1.3
IntTMIA p 10.42 0.09 5.3 -1.4 DiscoveryA p p 10.11 0.64 44.0 -54.1
SmCap 53.40 0.63 9.7 8.5 CAMunBd 10.10 0.09 5.0 -5.5 LowDurInc r 7.91 0.05 7.0 5.3
JensenQualGrJ n 58.67 -3.49 15.7 28.2 MainStay Fds:
IntOppA 16.90 0.29 9.1 -1.8 InvescoFd p 22.51 0.64 4.6 -12.5 GloFranI t 33.93 -0.09 15.0 18.3
SmCapGrw 18.21 1.02 11.7 -27.1 IntDMunBd 8.87 0.09 5.2 -1.3 LTUSG 15.00 0.68 3.4 -30.0
MidCap A 24.75 0.41 12.1 -5.4 InvGloblFdA 87.68 -7.48 30.9 5.1 JHF III DispVal: FltgRateA t 8.85 NA NA NA Insight I 32.56 1.71 51.9 -46.1
TxAwEq 41.62 0.77 25.1 31.3 LmtTrmR 10.90 0.07 3.9 0.9 ModDur 9.22 0.12 5.3 -4.9
Muti-AstIncGw 18.60 0.34 9.2 4.4 LmtdTrmMunInc p 11.04 0.06 3.7 1.1 DispVal 24.38 0.81 11.7 39.9 MainStay Fds A: InsightA p 26.19 1.37 51.6 -46.5
USEquity 21.07 0.31 25.6 33.9 NYMunBd 9.91 0.13 6.8 -3.1 MortgOppBd 9.41 0.10 6.4 1.6
ShtDur 9.53 0.07 6.1 1.1 MnStFndA 49.23 -2.48 21.9 26.0 DispVal I 23.38 0.78 11.9 40.9 ConvtA 18.03 NA NA NA IntlEqI 13.25 -0.35 14.1 4.3
USLgCpCorPls 17.18 -1.60 28.0 37.7 Nuveen Fds: MuniBd 9.46 0.10 7.7 -1.0
TotRBdA 9.13 0.19 5.7 -10.1 MnStOpA p 22.62 -0.44 24.4 28.4 DispValMCI 28.07 1.02 14.9 36.7 HiYldBdA 5.15 NA NA NA MorganStanleyPathway:
USRechEnhEq 36.71 0.85 26.9 38.0 RealEst 15.39 0.80 10.6 18.6 RAEFndmtlAdvPLUS 8.47 NA NA NA
Hartford Funds C: MnStSmCpA p 26.54 0.95 13.7 21.4 DispValMdCp 26.64 0.96 14.7 35.6 IncBldr 18.63 NA NA NA CoreFxIcm n 6.91 0.16 5.1 -11.6
ValAdv 35.80 -0.61 8.9 36.1 RealRtnI 10.06 0.21 4.0 -2.5
Bal IncC 14.04 0.39 5.9 5.1 ModInvA 10.61 0.24 10.8 1.5 DispValMdCpR628.09 1.02 15.1 37.1 LgCpGrA p 8.84 NA NA NA EmgMkt n 12.62 0.34 7.5 -16.9 O
JPMorgan Inst Class: ShortT 9.57 -0.01 5.7 5.7
DiscpEqC 40.44 -0.04 18.7 19.4 MunInA 12.03 0.13 6.5 -3.1 DispValR6 23.46 0.78 12.1 41.4 MAPA p 27.65 NA NA NA LgCapEq n 21.65 0.57 23.1 23.5
ValAdv L 35.88 -0.60 9.0 36.7 ShtAssetInv 9.90 0.00 5.4 5.9
Hartford Funds I: QualityIncomeA 9.74 0.20 4.3 -10.2 JHITFunLgCpCorFd: TxFrBdA 9.45 NA NA NA Sm-MdCapEq nr 16.36 0.72 12.9 9.7 Oak Associates Funds:
JPMorgan L Class: StcksPLUSIntlHdg r 8.40 0.12 19.6 31.3
BalIncI 14.32 0.40 7.0 8.3 RchHiYldMuniA 6.87 0.10 7.8 -0.9 FunLgCpCorA 65.98 1.78 30.9 30.0 MainStay Fds I: Munder Funds: RedOakTec n 40.66 1.07 46.4 28.2
Fl EmMktEq L 29.54 0.68 4.9 -27.0 StcksPLUSSmall 7.28 0.40 14.3 0.3
CapAppI 38.99 0.93 17.5 13.3 RealEst p 17.09 0.48 7.7 15.1 FunLgCpCorI 70.03 1.90 31.2 31.0 EpochGlb r 20.77 NA NA NA MndrIntlSmCpInv r 14.34 0.34 12.0 -0.6 Oakmark Funds Invest:
MdCpVal L 36.06 -0.40 10.2 32.7 StkPlsLgDur 16.48 1.10 26.5 -7.5
DivGthI 32.21 0.68 12.2 36.0 RisingDivA 22.84 -1.02 16.5 31.4 JHSTRSRIF: MacKaySTMuni 9.29 NA NA NA Munder Funds Cl Y: EqtyInc nr 33.47 0.47 16.3 24.6
JPMorgan R Class: StksPLS 11.54 0.30 24.9 28.2
EmrgMktEqInv 15.48 0.38 6.4 -19.5 RochAMTFrMuni 6.96 0.07 6.6 -1.6 StrIncA p 5.88 0.11 6.5 -4.2 S&P500IdxA 52.27 NA NA NA Global n 31.74 -0.38 15.7 16.3
MndrSCVClY p 34.77 -1.37 16.0 43.4 StPlTRInst r 11.07 0.29 25.1 27.2
EqIncI 19.67 -0.53 5.7 33.4 RochCAMuni 8.12 0.11 6.7 -2.1 CoreBond 10.30 0.22 5.4 -8.0
John Hancock: Mairs&Power: Mutual Series: Oakmark n 131.37 4.29 29.7 53.6 TotRetESG 7.64 0.15 5.1 -12.0
FltRateI 7.83 0.03 10.4 11.9 RochLmtTrNYMuni p 2.80 0.02 4.1 -0.7 CorePlusBd 7.25 0.16 5.8 -7.6
500Index1 49.32 1.21 24.5 32.6 MairsPwrBal n 100.44 0.24 12.0 14.1 BeacnZ 16.14 0.32 13.5 19.8 OakmrkInt n 26.49 0.18 17.3 8.8 TotRt 8.61 0.17 5.6 -9.8
GrowOppI 45.86 1.06 38.5 -4.0 RochPAMuni 10.36 0.11 5.6 -0.2 HighYld r 6.39 0.11 10.7 7.3
BondI 13.54 0.30 5.9 -9.2 MairsPwrGr n 145.13 0.59 25.9 30.4 GlbDiscA 31.22 0.52 18.3 35.7 Select n 69.48 3.44 41.1 47.3 TRII 8.23 0.16 5.7 -10.4
InterValue 17.70 0.23 17.1 35.2 RoMu A p 15.38 0.27 9.1 -0.2 MtgBckd 10.14 0.21 5.4 -5.2
BondR6 13.56 0.29 6.0 -8.9 Marsico Funds: GlbDiscz 32.18 0.54 18.6 36.7 Old Westbury Fds: TrndsMgdFutStrgy 10.65 0.17 -5.1 24.2
IntlAlphaInv 16.49 0.28 14.4 5.6 SenFltRtA 6.65 0.03 10.7 20.3 ShtDurBnd 10.69 0.08 5.0 1.3
CapApprNAV 14.46 0.35 51.6 12.0 Focus pn 21.89 -0.23 43.6 17.1 QuestA t 13.78 0.25 8.3 13.0 AlCpCore n 22.78 -1.42 24.4 24.2 PIMCO Funds:
MidCap 26.36 0.49 12.5 -4.7 ShortTerm p 8.03 0.05 5.1 0.2 SmCpEqR5 53.71 0.64 9.9 9.1
ClassicVal I 36.67 1.45 17.8 41.9 Mass Mutual: QuestZ 14.05 0.25 8.4 13.8 CreditIncomeFd n 8.06 0.09 5.8 -8.3 IncomeFd 10.57 0.15 7.8 1.2
MunOpptI 8.34 0.09 5.9 -1.5 SmCpEq p 13.12 0.52 14.0 10.7 SmCpVal 26.51 1.22 10.8 28.0
GblShrhYldI 10.91 0.23 9.8 23.9 SelBluChipGroClI 19.55 -4.13 48.3 17.1 SharesZ 25.21 0.71 12.5 26.0 FixInc pn 10.14 0.08 4.3 -6.1 StcksPLUSIntlHdg 8.27 0.12 19.5 31.1
StrInc 7.75 0.16 8.8 -4.4 SmCpGr 24.87 1.21 10.1 -20.9 USEqR5 21.14 0.32 25.8 34.4
IntlGrwI 24.83 0.45 10.7 -8.1 LrgCpStr n 17.19 0.39 18.5 10.5 TotRet 8.61 0.17 5.0 -11.4
WorldBond 10.10 0.11 3.4 -1.3 SmCpValA t 19.81 -0.09 19.9 72.9 USRechEnhEq 36.65 0.84 26.9 38.4 MassMutual Premier:
MdCpIdxI 19.33 0.81 14.4 24.1 N MuniBd pn 11.60 0.03 3.6 -2.5 PIMCO Funds A:
Hartford Funds Y: SP AlphaA 6.31 -0.03 18.6 98.2 JPMorgan R5 Class: CoreBdI 8.98 -0.22 5.9 -9.1
Science&TechI 17.85 0.45 53.2 9.8 OWstbryNYMuBndFd n 9.93 0.04 3.8 -1.5 AllAsset 11.10 NA NA NA
DiscpEq 46.14 0.09 19.8 23.1 SP IncomeA 5.05 -0.01 18.7 102.3 SR2030 R5 17.94 0.43 14.1 7.2 MassMutual Select: Nationwide Fds R6:
TotalStkMktIdxI24.00 0.67 24.0 24.8 Sm&MdCapStrategi n 15.08 0.47 9.1 -7.9 HiYld 7.93 0.14 11.2 3.2
DivGthY 33.51 0.71 12.2 36.1 SP40 A 7.11 -0.01 20.6 94.7 SR2040 R5 20.16 0.50 17.2 13.7 FocValI 16.95 -0.48 9.6 31.0 IntIdxR6 8.58 0.16 14.8 11.2
VolGrw1 10.54 0.28 12.1 9.2 Optimum Funds Inst: HiYldMuniBd 8.44 0.12 7.9 -1.1
IntlValY 18.16 0.24 17.1 35.3 Tech p 51.63 1.49 46.4 2.7 JPMorgan Select Cls: IdxEqI 15.10 -0.72 24.8 33.5 Nationwide Fds Serv:
John Hancock Class 1: Fixed Inc 8.15 0.19 5.2 -10.8 IncomeFd 10.57 0.15 8.1 1.9
IntOppY 17.92 0.30 9.4 -0.9 ComstkSel 31.97 -0.43 10.7 49.2 SmCpGrL 19.13 1.07 11.9 -26.8 MCGrEqIII 19.51 -0.13 17.9 4.7 IDAggr p 9.78 0.27 18.0 14.8
Invesco Funds C: BlueChipGrw 48.49 0.63 47.5 8.9 Intl Eqty 11.57 0.34 14.3 -2.1 IntlBdUSH 9.81 0.13 8.2 -4.6
Hartford HLS Fds IA: JPMorgPrm: MCpGrEqIIS 19.06 -0.15 17.8 4.4 IDMod p 9.51 0.24 13.6 7.3
CapAppr 14.33 0.35 51.5 11.9 LgCpGrwth 19.83 0.40 39.8 9.6 InvstGrCrBd 8.96 0.22 7.4 -10.7
Balanced 28.96 0.74 13.5 18.9 EqWtdC 63.89 -0.23 11.1 25.4 USEquity L 21.13 0.32 25.8 34.4 PIMCITRetI 8.44 -0.13 4.9 -10.6 IDModAggr p 9.79 0.27 16.3 11.1
LSAggr 13.67 0.40 15.7 12.0 LgCpVal 17.22 0.49 8.3 31.3 LowDurA 9.17 0.04 4.5 -2.2
CapApp 45.79 0.98 18.2 16.5 RchHiYldMunC 6.84 0.10 7.0 -2.8 SCGrEqI 14.30 0.74 14.2 -4.3 Nationwide Funds:
LSBalncd 12.81 0.34 12.5 6.6 SmCpGrwth 12.23 0.51 12.0 -6.5 LowDurInc 7.91 0.05 6.6 4.0
DiscEqui 18.75 0.40 19.6 23.5 StlpathMLPAlphFd 4.16 -0.01 17.7 97.4 K Matthews Asian Funds:
LSConserv 11.57 0.22 8.3 -0.3 S&P500IdxIS 22.61 0.56 24.4 32.2 SmCpVal 13.87 0.61 8.8 21.3 MuniBdA 9.46 0.10 7.4 -1.9
Div&Grwth 22.60 0.56 12.3 36.5 Invesco Funds Instl: AsiaDivInv nr 13.26 0.20 1.3 -28.7 Natixis Funds:
LSGwth 13.47 0.37 14.4 9.9 Kinetics Funds: Osterweis Strat Income: RAEPLUS 16.59 0.57 15.4 34.7
IntlOpp 14.81 0.25 9.4 -1.0 SmCpGr 32.17 1.56 10.5 -20.1 LSModer 11.91 0.27 10.4 3.6 IndiaInv nr 26.09 -0.32 21.8 33.7 InvGradeBdA p 9.88 0.23 6.4 -5.3 RealRtnA 10.06 0.21 3.6 -3.7
MidCap 26.92 1.09 12.5 -4.7 Invesco Funds P: Pdm n 77.51 1.95 -16.6 54.5 OsterweisStrInc n 10.85 0.00 11.2 10.8
RetLiv2025 8.85 0.23 11.6 5.2 PacTigerInv nr 18.18 -0.24 -7.1 -26.4 InvGradeBdY 9.89 0.23 6.7 -4.5 ShtTmA 9.57 -0.01 5.5 4.9
SmCpGrwth 25.07 1.27 15.5 -12.5 Summit P pn 22.31 0.51 34.9 2.9 RetLiv2030 9.26 0.25 12.9 6.0 L MergerFd: LSGrowthY 24.19 0.58 48.6 29.2 PQ StksPLSTR 10.69 0.28 24.7 25.6
Stock 96.48 1.61 6.1 27.7 Invesco Funds R: RetLiv2035 9.57 0.27 14.3 7.4 MergerFundThe p 17.51 NA NA NA USEqOppsA 39.09 1.40 35.0 33.0 TotRetA 8.61 0.17 5.3 -10.8
TotRetBd 9.49 0.22 6.1 -9.4 Invesco 32.54 -0.10 7.3 -15.7 RetLiv2040 9.76 0.27 15.4 9.0 Laudus Funds: Metropolitan West: Neuberger Berman Fds: PACE Funds Cl P: PIMCO Funds C:
UltraShBd 10.30 0.03 4.8 4.4 Invesco 22.89 0.31 15.3 2.3 RetLiv2045 9.64 0.27 16.4 10.6 USLgCpGr nr 20.93 -3.32 46.0 12.0 IntlEqty P 16.70 -0.38 17.9 15.7 IncomeFd 10.57 0.15 7.3 -0.3
HiYldBdI 9.25 0.16 9.9 1.7 EmgMktInst 17.30 0.43 2.8 -22.8
Hartford Schroders: Invesco Funds Y: RetLiv2050 11.23 0.32 16.7 10.8 Lazard Instl: lcGEqty P 15.56 -0.03 33.5 18.2 PIMCO Funds I2:
IntmBdI 9.45 0.15 4.9 -5.7 EqIncInst 13.02 0.34 2.5 21.0
USMdCpOp I 18.05 0.32 11.1 24.9 500InxY 50.52 0.63 24.6 32.7 John Hancock Funds A: EmgMktEq 17.36 0.51 19.1 8.8 LowDurBdI 8.28 0.07 5.1 0.1 FltRteIncInst 9.38 NA NA NA lcVEqty P 20.25 NA NA NA All Asset 11.13 NA NA NA
Heartland Funds: BalancedRiskAllY 8.65 0.01 4.9 -0.3 BalA 25.99 0.65 16.8 14.1 GlbLstInfr 15.42 0.07 10.3 30.1 TotRetBd n 9.14 0.21 4.9 -11.7 GenesInst 61.97 2.45 13.8 11.3 StraFxd P 11.85 0.27 7.4 -7.9 CommdtyRR 12.87 NA NA NA
Val Inv n 46.50 1.89 14.7 26.8 CoreBdY 5.67 0.12 5.0 -10.5 BondA p 13.54 0.30 5.6 -9.9 IntlEq 16.40 0.20 13.9 5.0 TotRetBdI 9.14 0.21 5.2 -11.0 GuardianInst 25.68 0.45 33.7 31.7 Palmer Square: ComPLUSStrtgyFd 6.60 0.11 -0.8 80.7
Hennessy Funds: DevMktY 37.94 0.65 9.4 -21.7 InvGrBdA 9.12 0.19 5.2 -10.9 IntStrtEq r 15.28 0.34 14.0 2.7 TRBdPlan 8.57 0.20 5.2 -10.8 HiIncBdInst 7.53 NA NA NA Income Plus 9.89 -0.10 8.2 8.9 EmgMkBd 8.34 0.22 11.0 -8.4

GNMAGvtSec 9.40 0.17 5.5 -8.6 SuMuInc n 11.24 0.12 6.6 -2.0 TotRetBdI 9.33 0.19 5.1 -9.4 TorMLPPipInsCl 14.14 -0.12 12.3 79.7 PrmcpAdml nr 165.04 3.53 26.1 32.2 LTTresIdx Inst 26.32 1.23 3.3 -30.7 TarRet2030 n 12.13 NA NA NA
HiYldMuniBd 8.44 0.12 8.1 -0.5 SuMuInt n 11.41 0.10 5.0 -1.4 R Touchstone Family Fd: RealEstatAdml n 125.28 6.76 10.6 15.2 MdCpGrAdml n 93.13 4.39 21.0 5.3 TarRet2040 n 12.41 NA NA NA
Income 10.57 0.15 8.4 2.8 TF Incom n 10.84 0.14 6.3 -2.0 T S&PSC600Idx 395.72 21.81 13.5 21.4 MdCpVlAdml n 74.83 2.49 8.5 29.4 TarRet2050 n 12.80 NA NA NA
RBB Fund: FlexIncY 10.22 0.11 7.6 2.8
IntlBdUSH 9.81 0.13 8.5 -3.7 TF Incom n 9.43 0.10 6.2 -1.5 FocEqY 62.64 0.62 23.9 31.2 SmCapAdml n 101.00 4.87 16.2 14.1 MidCp 62.93 2.51 14.2 16.6 TarRetIncm n 10.57 NA NA NA
BPSmVal2Inst 25.28 -2.19 13.6 26.7 TCW Funds:
InvstGrCrBd 8.96 0.22 7.7 -9.9 TFSI n 5.47 0.02 3.5 -0.3 GlbESGEq A 23.08 0.56 20.5 14.1 SmGthAdml n 83.54 4.22 19.0 -7.9 RUSS2000IdxInst305.20 16.19 14.5 5.6 TaxExmInterINST 12.59 NA NA NA
LowDurInc 7.91 0.05 6.9 5.0 RBC Funds: CoreFxInc n 9.84 0.23 4.9 -10.9 STBondAdml n 10.06 0.08 4.3 -2.5 SmValAdml n 76.71 3.57 14.3 33.4
TotIndex n 50.49 0.70 24.9 27.9 MdCpGrwY 35.34 1.67 22.5 7.7 VA Bd n 10.46 NA NA NA
LwDur 9.17 0.04 4.6 -1.6 AccCpCommInvI 7.68 NA NA NA EmMktInc n 6.41 0.18 11.2 -12.3 STCorpIx n 21.00 0.22 5.6 -0.6 TotBd 9.67 0.20 5.0 -10.3
U.S.EqResch n 46.06 0.70 28.5 35.6 SandsCapGrY 14.20 0.58 49.6 -20.8 ValueFd n 18.32 NA NA NA
MuniBd 9.46 0.10 7.6 -1.3 RiverNorth Funds: SelEqtyI n 29.87 0.70 43.3 16.6 STFedAdml n 10.06 0.08 3.4 -2.3 TotBd2 9.55 0.20 5.0 -10.2
USLrgCpCore n 35.13 0.57 20.8 31.1 SmCoA p 5.49 0.22 13.8 23.7 VicAggFnd n 51.90 NA NA NA
RealRtn 10.06 0.21 3.9 -2.8 TotRetBondI n 8.05 0.21 4.0 -13.9 STIGradeAdml n 10.19 0.10 5.6 -0.7 TotIntlInstIdx r 121.25 0.58 12.5 4.7
USTInter n 5.10 0.09 2.4 -12.8 RNDLIncomeI 8.68 NA NA NA Touchstone Funds Gro: Vicglobal 10.04 0.19 17.6 22.0
ShtTm 9.57 -0.01 5.6 5.4 TCW Funds N: STIPSIxAdm n 24.10 0.22 4.5 7.2 TotItlInstPlId r 121.28 0.58 12.5 4.7
VABond n 11.19 0.13 5.5 -3.0 Royce Funds: MdCpY 51.80 2.15 26.2 24.2 SustWld n 26.46 NA NA NA
TotRt 8.61 0.17 5.5 -10.1 Value n 41.38 0.08 10.6 29.2 TotRetBdN pn 8.31 0.22 3.9 -14.4 STsryAdml n 9.85 0.06 3.1 -2.3 TotSt 114.55 3.20 24.4 27.7 CorePlus INSTL 9.19 NA NA NA
Oppty I nr 14.69 -0.02 16.3 28.9 Touchstone Strategic:
PIMCO Funds Instl: Price Funds - Adv Cl: Templeton Advisor: STTresIdx n 19.43 0.12 3.8 -0.9 VANGUARD INSTL FDS:
PAMut I nr 8.96 -0.02 23.6 26.0 Growth Fd INSTL 31.25 NA NA NA
LagCapFoc A p 59.06 0.88 23.9 30.6
ComPLUSStrtgyFd 6.71 0.12 -0.7 81.3 BlChip p 142.91 -3.32 47.0 7.8 PremierI nr 11.28 -0.22 20.0 19.4 Frng Adv 7.92 0.17 17.7 20.5 TotBdAdml n 9.67 0.20 5.1 -10.0 BalInst 45.30 1.14 16.4 11.8 Income Fund INST 11.46 NA NA NA
Transamerica A:
DynamicBd 9.81 0.07 6.6 -0.1 CapAppA p 34.19 0.64 16.7 22.7 SpecEqI nr 16.87 -0.16 11.6 26.2 The Bruce Fund: TotIntBdIdxAdm n 20.16 0.33 8.2 -7.8 DevMktsIndInst 14.99 0.09 14.5 10.0 IncStkFd Instl 18.27 0.02 11.0 35.8
GNMAGvtSec 9.41 0.18 5.7 -8.3 AsAlCnsrv p 10.12 0.25 9.2 -1.6 TotIntlAdmIdx nr 30.32 0.15 12.5 4.6 DevMktsInxInst 23.43 0.14 14.5 10.0
Growth p 82.68 -1.49 43.6 4.7 TotRet I nr 7.23 -0.33 21.2 32.8 BruceFund n 525.34 9.97 -2.6 6.0 IntlFd INSTL 25.89 NA NA NA
IncomeFd 10.57 0.15 8.5 3.2 AsAIGrow p 13.52 0.38 18.2 12.3 TotStAdml n 114.58 3.19 24.5 28.0 EmMkInst r 25.45 -0.02 7.0 -9.1
R2020A p 18.55 0.41 11.9 6.1 RS Funds: Third Avenue: Short-Term INSTL 8.89 NA NA NA
InflRespMulAsset 8.01 0.16 6.2 16.7 AsAlMod p 11.28 0.29 11.5 2.0 TxMBal nr 41.05 0.72 14.5 14.3 EuroInst 33.62 0.38 17.3 16.7
R2030A p 24.73 0.62 14.5 8.7 CoreEqVIP 43.20 -2.73 11.6 33.7 ValueInst 62.28 -1.40 16.0 71.2 Value Fund INSTL 18.35 NA NA NA
Pioneer Funds A: AsAlModGr p 12.26 0.32 14.2 6.2 TxMCapAdml n 245.15 6.55 25.2 30.8 ExDurTrsInst 24.75 1.68 2.3 -41.9
R2035 19.69 0.51 16.1 10.4 Russell Funds S: Thompson IM: Virtus Equity Trust:
Balanced 32.59 0.75 17.4 15.7 TxMIn nr 14.97 0.09 14.4 9.9 ExtndInst 122.90 5.97 23.1 3.1
AMTFreeMuniA p p 13.08 NA NA NA R2040A p 28.34 0.76 17.4 11.9 Bond n 9.89 0.10 6.0 4.6 SmCapSusA 32.68 NA NA NA
EmerMkts 15.10 0.35 5.7 -15.3 Trust for Professional Ma: TxMSC nr 86.43 4.72 13.4 21.7 FTAlWldIst r 107.81 0.42 12.6 4.9
BondA 8.34 NA NA NA Ret2045-A p 20.23 0.55 18.2 13.2 Thornburg Fds: SmCapSusI 34.26 NA NA NA
GblEq 9.22 0.21 20.2 24.0 PerfTrstMuniInst 22.95 0.27 7.4 -3.2 USGroAdml n 145.33 3.79 43.4 -0.5 FTScinst 32.20 0.70 30.3 28.8
CoreEqA 20.69 0.50 16.6 23.2 Ret2050-A p 17.10 0.46 18.5 13.5 StratGrA p 19.08 NA NA NA
IntlDvMkt 41.20 0.88 13.3 11.7 IncBuildA t 23.54 0.36 16.0 31.0 PrfTrtStrtBd Ins 19.57 0.28 6.9 -5.0 UtilIxAd nr 69.40 0.72 -7.5 10.0 GrwthInst 158.65 3.34 45.3 26.5
DiscGrA 16.12 0.49 27.0 27.7 Price Funds - R Cl: VirtusFunds:
InvGrdBd 18.46 0.39 4.4 -11.9 IncBuildC p 23.51 0.36 16.1 28.9 Tweedy Browne Fds: ValAdml n 57.99 1.75 7.9 35.0 InPrSeIn 9.57 0.19 3.9 -2.8
EqIncA 29.90 0.93 6.1 22.8 BlChipR p 134.24 -3.43 46.7 6.9 StratBd 9.35 0.21 3.7 -12.2 IntVal I 24.67 -0.07 11.7 2.8 WdsrllAdml n 78.23 2.14 19.2 35.9 InstIdx 395.29 9.74 24.8 33.8 CeredexLgCpVlEqI 11.10 NA NA NA
HighIncMuniA 6.16 NA NA NA ExtIndex nr 29.56 0.41 23.0 3.4 GblValue n 26.87 -0.82 10.5 19.1
TaxExBd 22.07 NA NA NA LtdTIn 12.76 0.15 5.6 -3.0 WellsIAdml n 61.38 1.60 6.3 5.6 InstPlus 395.29 9.74 24.9 33.8 CeredexMdCpVlEqI 11.91 NA NA NA
MdCapVa 23.20 0.86 11.0 36.9 GrowthR p 78.33 -1.56 43.2 3.9 Value n 18.24 -1.01 13.5 25.7
TMUSMdSmCp 37.93 1.71 13.6 11.9 LtdTIncI 12.76 0.15 5.8 -2.2 WelltnAdml n 70.46 -1.74 12.9 16.7 InstTStIdx 82.40 2.30 24.5 28.2 RCMGrowthA 66.54 NA NA NA
PioFdA 36.18 1.48 27.2 33.3 R2020R p 18.23 0.41 11.7 5.3 TxMngUSLgCp 70.00 1.60 23.2 26.8 LtdTMu I 13.67 0.09 4.1 -0.8 U WndsrAdml n 76.84 2.31 13.4 42.3 InstTStPlus 82.38 2.30 24.5 28.2 RCMTechI 65.40 NA NA NA
SelMCGrA 41.71 1.88 17.0 -11.5 R2030R p 24.34 0.60 14.2 7.9 USSmCpEq 26.43 1.21 10.7 19.2 LtdTMuA 13.67 0.09 3.9 -1.5 VANGUARD FDS: ITBdInst 10.31 0.23 5.4 -10.4 VirtusFunds Cl A:
StratIncA p p 9.41 NA NA NA R2040R p 27.96 0.74 17.1 11.0 Rydex Dynamic Fds: Thrivent Funds A: Ultimus: MulSStA p 4.46 NA NA NA
Pioneer Funds Y: CAIT n 11.42 0.11 5.1 -1.1 ITBdInstPI 10.31 0.23 5.4 -10.3
Ret2025-R p 16.09 0.37 12.7 6.4 DivrIncPlus 6.85 0.15 8.8 1.6 LyricalUSVlEqI 22.66 1.15 25.7 36.4
AMTFreeMuniY 13.02 NA NA NA NasdaqStratH p 396.39 NA NA NA CALT n 11.50 0.14 6.6 -2.1 LaCapInst 450.69 11.31 25.9 30.6 RCMTech 45.52 NA NA NA
Ret2035-R 19.33 0.51 15.9 9.6 LgCpGwth p 14.68 -0.22 43.6 19.1 UM Funds:
BondY 8.25 NA NA NA Rydex Investor Class: CapOp nr 78.21 2.17 23.5 24.2 LTBdInst 11.33 0.50 7.3 -23.5 TactAllA p 10.50 NA NA NA
Ret2050-R 16.84 0.45 18.2 12.6 LgCpStk 25.79 -0.29 19.5 18.5
PionFdY 36.99 1.51 27.5 34.5 NasdaqInv n 69.99 2.26 51.5 30.1 BehavVal 80.05 -1.56 12.9 50.6 DivdGro n 37.21 0.62 6.5 28.3 LTCorplxinst 26.84 1.20 11.2 -17.7 VirtusFunds Cl I:
PRIMECAP Odyssey Fds: MidCapStk 28.68 1.10 12.4 19.4
StratIncY p p 9.42 NA NA NA BehavValA t 77.22 -1.70 12.5 49.0 DivrEq n 45.31 1.34 25.7 20.6 MidCpInst 63.07 2.52 14.4 17.0 EmMktI 7.67 NA NA NA
AggGrowth r nr 42.31 -0.35 23.3 3.5 S MuniBd 10.30 0.12 6.0 -3.4 EmgMktSelStk n 20.05 -0.18 7.3 -11.4 MidCpIstPl 311.04 12.42 14.4 17.1
Price Funds: ForOppI 26.61 NA NA NA
Growth r nr 35.99 -3.46 21.3 25.1 SmCapStk p 21.19 0.94 10.0 22.2 V PacInst 13.20 0.00 11.6 -1.8
Energy nr 49.02 0.55 7.5 66.5 IntSmCapI 17.73 NA NA NA
2050RetFd n 17.36 0.46 18.7 14.3 Stock r nr 34.49 -2.53 19.2 34.5 Schwab Funds: Thrivent Funds S: EqInc n 42.01 1.28 6.1 34.3 RealEstaInstl 19.39 1.05 10.6 15.3 MulSStI 4.46 NA NA NA
Balnanced n 25.46 0.58 16.4 10.5 Principal Investors: VALIC:
1000 Inv nr 101.26 NA NA NA LgCpStk n 26.24 -0.27 19.9 19.7 Explr n 109.50 5.37 17.2 6.8 Rs1000GrwIdxInst595.01 12.78 41.2 30.6 QualitySmCapI 24.89 NA NA NA
BdEnhIdx nr 9.68 0.20 4.9 -10.5 CoreVal 11.62 0.25 10.8 29.1
CapApprA p 66.00 1.77 23.5 34.1 Balanced n 16.24 NA NA NA LgCpVal n 27.90 0.57 11.5 42.4 EXPValFd n 43.27 1.96 13.0 25.9 Rs1000Vl IdxInst281.26 9.04 10.0 28.3 SmCpCorI 53.77 NA NA NA
BlChip n 147.39 -3.26 47.4 8.6 FrgnVal 9.75 0.13 12.0 10.1
ConBalA p 11.77 0.27 10.6 4.0 CATxFrBd n 11.15 NA NA NA MidCapStk n 33.99 1.38 12.7 20.3 FTAlWldInAdml n 34.01 0.14 12.6 4.8 Russ1000IdxInst417.32 11.25 25.1 30.0 Vivaldi Merger:
Communica&Tech n 118.06 -7.14 37.6 -9.2 GlobEq 5.73 0.16 9.8 -15.0
DivIntlInst 13.02 0.22 14.3 2.9 CoreEq n 19.78 NA NA NA OppIncmPl n 8.97 0.16 8.1 -1.0 GlbCapCyl Inv nr 12.25 0.19 6.6 39.1 Russ3000Idx 408.31 11.36 24.4 28.2
DivGro n 70.04 0.23 12.4 29.5 SysCore 27.84 0.74 22.7 28.0 Arbitrage Fund 10.61 0.01 3.1 12.8
EqIncIA p 37.25 1.03 9.4 20.9 DivEqSel n 14.05 NA NA NA TIAA-CREF/Instl Cl: GlbEq n 32.48 1.03 21.5 8.0 SmCapInst 101.00 4.88 16.2 14.2
DvsfMCGr n 39.28 -1.14 19.1 3.9 InflPro 9.61 0.19 4.0 -1.3 Voya Fds:
FlIncA p 11.68 0.26 8.3 0.5 FunIntlLgInst nr 10.65 NA NA NA CoreBond Inst 9.16 0.20 5.9 -8.7 GloMinVolFdAdm n 27.74 -0.90 6.4 15.2 SmCapIstPl 291.52 14.07 16.2 14.2
EmMktS n 33.75 0.43 -0.5 -30.8 IntlEq 7.84 0.18 14.6 10.3 InmdBdI 8.76 NA NA NA
HighYldA p 6.68 0.10 11.0 7.7 SmGthInst 66.90 3.38 19.1 -7.9
EqInc n 33.32 -0.49 8.5 32.5 FunUSLgInst nr 24.03 NA NA NA CorePlsBd 9.18 0.19 6.5 -7.7 GNMA n 9.27 0.19 4.1 -7.9
HiYld IN 8.20 0.14 11.9 5.4 LgCpGro 19.23 0.35 22.8 27.6 SmValInst 42.88 2.00 14.3 33.5 TRPGrEqI 84.23 1.42 45.4 5.8
EqIndex n 124.03 2.59 24.7 33.2 HlthCare n 25.11 NA NA NA TIAA-CREF/Retail Cl: GroInc n 58.97 1.25 23.1 33.9
InfPro IN 7.96 0.16 3.8 -3.3 MdCpStGr 16.81 0.65 20.3 10.4 STBdIdxInstPl 10.06 0.08 4.3 -2.4
Europe n 23.40 -0.52 16.2 6.7 InflProSel n 10.28 NA NA NA HlthCare nr 211.27 3.09 2.5 17.2 WXYZ
EqIdx n 33.94 0.94 24.1 27.4 MidCpIdx 25.53 1.07 14.4 24.3
LgCpStA p 23.96 0.58 24.3 32.1 IntI Sel nr 22.94 NA NA NA HYCor nr 5.38 0.09 10.5 4.7 STBDInst 10.06 0.08 4.3 -2.4
FinSvcs n 35.02 0.81 11.6 39.4 Gro&Inc n 21.86 0.56 31.2 30.5 SciTech 24.29 0.83 53.5 7.6
LgIndxI 24.01 0.59 24.7 33.1 IntlMstr nr 19.66 NA NA NA InflaPro n 11.97 0.24 3.8 -3.1 STCorpIxInst p 25.70 0.26 5.6 -0.6 Wasatch:
GlbStk n 57.12 1.64 25.0 1.1 LrgCpGro n 23.17 0.59 44.6 16.2 SmCpIdx 14.64 0.77 13.9 4.3
LgIndxJ tn 23.65 0.58 24.5 32.4 MT AllEq n 22.29 NA NA NA IntlExplr n 16.47 0.08 11.5 -8.4 STIGradeInst 10.19 0.10 5.6 -0.6
GlbTech n 15.57 0.41 54.9 -22.1 MgdAlloc n 11.60 0.12 14.6 5.9 SocAware 23.57 0.61 15.9 10.8 CoreGr n 83.97 4.72 29.8 11.8
LT2020 In 12.48 0.27 11.0 5.0 MT Bal n 19.38 NA NA NA IntlGr n 31.68 0.24 13.4 -20.0 STIPSIxins 24.12 0.22 4.5 7.3
GMS-fd n 9.98 0.15 11.4 -5.3 SocChEq n 21.77 0.69 20.7 27.0 StckIdx 50.61 1.25 24.4 32.6 MicCap n 6.57 0.28 17.7 -24.2
LT2020J tn 12.37 0.26 10.8 4.4 MT Gro n 25.50 NA NA NA IntlVal n 39.36 -0.33 13.3 9.7 STTresIdx 24.40 0.14 3.8 -0.9
Growth n 85.80 -1.44 43.9 5.5 TIAA/CREF Funds: ValUltra 13.01 0.32 45.4 15.2 SmCapGr n 35.11 1.85 17.6 -20.5
LT2030In 13.87 0.34 13.6 8.1 S&P Sel n 72.29 NA NA NA ITIGrade n 8.63 0.21 7.7 -7.9 TotBdInst 9.67 0.20 5.1 -10.0
HelSci n 85.92 -2.10 0.8 0.6 BdIdxInst 9.65 0.20 5.2 -10.3 VANGUARD ADMIRAL: SmCapV n 10.03 0.27 28.9 28.2
LT2030J tn 13.79 0.34 13.4 7.6 ITTsry n 9.95 0.17 3.5 -9.3 TotBdInst2 9.55 0.20 5.1 -10.0
HiYield n 5.87 0.11 12.4 5.8 SmCp Sel nr 32.06 NA NA NA UltraGr n 30.42 2.12 14.2 -24.6
EqIdxInst 33.27 0.93 24.4 28.4 400MCpIdxInst371.31 15.58 14.8 25.5 TotBdInstPl 9.67 0.20 5.1 -10.0
InstEmMEq 31.19 0.15 -0.4 -30.7 LT2040I 15.64 0.40 16.5 11.9 SmCpEqSel nr 19.67 NA NA NA LifeCon n 20.89 0.46 11.4 1.3
EqIdxRet 33.83 0.94 24.1 27.5 TotIntBdIdxInst 30.25 0.49 8.3 -7.7 WCM:
LT2040J tn 15.43 0.39 16.3 11.4 500Adml n 436.91 10.77 24.8 33.7 LifeGro n 41.65 0.98 16.7 12.3
InstFLRfd r 9.43 0.04 11.6 16.5 Trgt2030 nr 15.97 NA NA NA Gr&IncInst 12.90 0.33 31.6 31.5 FcusEmgMk Inst 13.23 0.44 3.2 -27.7
LT2050I 16.36 0.43 18.3 14.6 BalAdml n 45.30 1.15 16.5 11.8 LifeInc n 15.26 0.32 8.6 -4.2 TotStInst 114.60 3.19 24.5 28.1
InstHiYld 7.78 0.15 12.7 6.3 Trgt2040 nr 17.15 NA NA NA
Gr&IncRet 13.37 0.34 31.2 30.5 CAITAdml n 11.42 0.11 5.2 -0.8 TtlWrldIxInst p 206.34 3.45 19.8 18.2 FocInterGrFdInv 22.16 0.67 14.8 -2.0
LgCapGow I 64.80 -0.19 44.0 17.9 LTStratI 11.07 0.22 9.8 0.5 TSM Sel nr 80.07 NA NA NA LifeMod n 30.97 0.70 14.0 6.6
HgYldInst 8.62 0.15 11.8 6.3 CALTAdml n 11.50 0.14 6.7 -1.9 TxMCaInst r 121.80 3.25 25.2 30.9 WCM Focus Funds:
InstLCCoreGr 61.35 0.78 47.7 9.2 MdGrIII Inst 12.09 0.53 18.3 3.5 TxFrBd n 11.05 NA NA NA LTIGrade n 8.16 0.35 9.4 -20.0
InflLkdBdInst 10.48 0.17 4.3 2.3 CapOpAdml nr 180.59 5.03 23.6 24.5 TxMSCInst r 86.63 4.73 13.5 21.8 WCMFocIntlGrwIns 22.47 0.68 15.1 -1.3
LgCpVal 22.15 -1.12 -0.2 20.4 MdValI In 16.90 0.54 9.7 36.8 USSmCoIdx nr 16.38 NA NA NA LTTsry n 8.74 0.40 2.9 -30.8
IntlEqIdxInst 21.30 0.36 15.2 11.8 CoDilxAd n 157.46 5.94 40.0 16.1 MATxEx n 10.21 0.13 6.5 -2.9 ValueInst 57.99 1.75 7.9 35.1 Weitz Funds:
InstSmCap 27.43 1.33 14.8 3.9 MidCpBldA 36.22 0.20 23.8 20.7 Segall Bryant & Hami: IntlEqIdxRet 21.87 0.37 14.9 11.0 CoStIxAd nr 93.27 1.49 0.4 17.5 MidCpGro pn 22.96 1.09 22.0 -4.2 Victory Funds:
IntDis n 60.96 0.60 9.5 -14.7 PreSecI 8.82 0.14 5.9 -2.1 CorPluInc Inst 9.72 NA NA NA
SmallCapVal Inst 13.97 0.67 11.6 12.8 IntlEqInst 12.67 0.21 13.9 7.1 DivAppIdxAdm n 46.10 1.21 13.5 28.7
IntEqIdx nr 15.20 -0.20 15.0 10.9 PtrLGI In 18.11 0.45 37.9 13.5 MuHY n 10.64 0.14 7.5 -1.3 EstValA 45.98 -0.58 8.5 40.2 PIIIOpp 11.95 NA NA NA
SEI Portfolios: LC2020Ret 12.53 -0.04 10.7 4.6 EMAdmr n 33.48 -0.01 7.0 -9.1
IntlStk n 18.70 0.27 14.0 -0.6 PtrLV In 18.40 0.54 8.8 30.1 MuInt n 13.69 0.12 5.2 -0.8 EstValI 46.05 -0.57 8.9 41.6 ShtDurIncInst 11.85 NA NA NA
CoreFxIn F 9.64 0.22 5.3 -11.7 LC2025Ret 13.30 0.00 11.7 6.0 EnergyAd nr 58.85 1.39 -0.4 141.3 MuLong n 10.93 0.14 6.7 -2.0 EstValR p p 45.08 -0.61 8.3 39.3
IntlValEq n 15.77 -0.20 16.3 20.9 RealEstSecI 27.70 1.40 12.3 18.1 ValueInv n 50.91 NA NA NA
EMktDbt F 8.73 0.18 12.0 -10.0 LC2030Ret 14.00 0.05 13.1 7.8 EnergyAdml nr 92.02 1.03 7.6 66.9 MuLtd n 10.84 0.05 3.9 1.2 LgCpAlphaA 53.01 0.44 11.2 32.3
MCapVal n 30.70 -0.86 16.8 39.1 SAMBalA p 15.31 0.36 14.2 9.4 Western Asset:
HiYld F 5.34 -0.07 8.4 6.2 LC2035Ret 14.86 0.10 14.7 9.9 EqIncAdml n 88.04 2.67 6.2 34.7 MuSht n 15.76 0.03 3.6 3.0 SmCoOppI 48.11 -0.61 10.0 29.2
MCEqGr 66.37 3.00 18.8 7.2 SAMGrA p 17.83 0.45 17.3 14.5 CoreBondA 10.76 NA NA NA
IntlEmg F 10.64 0.25 7.3 -14.7 LC2040Inst 10.03 -0.01 16.8 13.4 EuropeAdml n 78.85 0.90 17.2 16.6 NYLT n 10.93 0.14 7.4 -1.7 Victory Port:
MD Bond n 10.07 0.11 6.0 -1.1 SmCpBldIN 27.47 1.33 13.9 10.5 CoreBondI 10.76 NA NA NA
IntlEq F 11.59 0.24 15.7 9.3 LC2040Ret 15.66 0.16 16.4 12.4 ExplrAdml n 101.89 4.99 17.3 7.2 OHLTte n 11.68 0.16 6.0 -3.5
MidCap n 98.55 -1.73 18.3 7.2 StrGrw A p 20.41 0.52 19.5 17.7 IntegSmCap R6 35.13 -1.35 16.1 43.8 CoreBondIS 10.77 NA NA NA
IntlFxIn F 8.65 0.13 6.4 -5.4 LC2045Ret 12.53 0.06 17.4 14.2 ExtndAdml n 122.90 5.96 23.1 3.1 Primcp nr 159.23 3.40 26.0 31.9
N Asia n 15.39 -0.01 -1.9 -25.1 ProFunds Inv Class: FloatRate Cl Y 8.07 0.05 8.2 5.6 CorePlusBdA 9.51 NA NA NA
IntMuni F 11.12 0.10 4.9 -2.1 LCIdx2010Inst 15.99 -0.23 10.4 3.4 FinIxdAd nr 45.94 1.74 12.7 37.8 PrmcpCor n 32.95 0.86 21.2 33.7
N Inc n 8.07 0.17 4.0 -11.1 UltNASDAQ-100 n 78.64 NA NA NA Market Neutral I 8.78 0.06 9.8 9.9 CorePlusBdI 9.52 NA NA NA
LgCapGr F 39.11 -5.80 17.6 7.3 LCIdx2020Inst 18.35 -0.23 12.0 5.3 GNMAAdml n 9.26 0.18 4.1 -7.7 SelValu nr 30.72 1.22 23.0 46.6
NAmer n 63.19 -2.00 27.5 24.3 Putnam Funds: SSfnd 48.40 NA NA NA CorePlusBdIS 9.51 NA NA NA
LgCVal F 24.22 -0.46 2.0 24.4 LCIdx2025Inst 20.39 -0.08 13.0 7.0 GroIncAdml n 96.27 2.04 23.2 34.3 STAR n 27.75 0.73 15.8 5.4
New Era n 36.70 -3.25 -10.7 20.2 VsycamoreFnd 46.51 NA NA NA IntermTermMuniA 6.07 0.05 5.2 -0.1
GrOpp R6 58.63 1.09 43.4 26.4 MgdVol F 13.94 -1.46 -8.4 9.1 LCIdx2035Inst 24.34 0.04 15.7 11.2
NHoriz n 54.94 3.05 18.6 -16.7 GrwthAdml n 158.64 3.34 45.2 26.4 STFed n 10.06 0.08 3.3 -2.6 TrivIntlSmCap 14.25 0.33 11.9 -1.0
Putnam Funds Class A: LCIdx2040Inst 26.04 0.08 17.3 13.9 IntermTermMuniI 6.07 0.05 5.4 0.4
OverS SF nr 12.14 -0.03 13.2 9.8 S&P500 F 84.47 -0.59 20.7 28.7 HltClxAd nr 123.04 2.52 0.2 15.5 STIGrade n 10.19 0.10 5.5 -0.9 Victory Portfolios I:
CATx p 7.34 0.09 6.3 -3.0 LCIdx2045Inst 27.12 0.10 18.2 16.0 ManagedMuniA 15.02 0.14 6.0 -1.4
QMUSSmCpGrEq n 40.07 0.90 18.4 3.6 ShtGov F 9.91 0.05 3.6 -1.9 HlthCareAdml nr 89.11 1.30 2.5 17.3 StratgcEq n 35.87 1.74 17.3 36.8 500Indx Reward n 60.30 1.00 25.7 31.7
DvrIn p 5.52 0.11 3.8 -5.8 LifeStkIdx 38.70 1.07 24.4 28.4 ManagedMuniI 15.05 0.15 6.2 -0.8
SpectConsAllo n 18.94 0.36 10.7 3.4 TaxMgdLC F 33.23 -0.60 11.3 26.1 HYCorAdml nr 5.38 0.09 10.6 5.0 StrSmCpEqInv n 37.26 1.88 17.8 37.4 CA Bd n 10.47 NA NA NA
DynAABalA 15.36 0.34 16.3 12.6 LrgCpGrIdxInst 51.31 1.10 41.2 30.6 SMAShCrPlCp n 6.23 0.12 5.0 -24.6
SpectModerAllo n 23.10 0.51 13.5 5.4 TaxMgdSmMdCp F 24.01 0.38 7.8 11.7 InfProAd n 23.50 0.47 3.9 -2.8 STTsry n 9.85 0.06 3.0 -2.6 CapGr n 12.08 NA NA NA
DynAAGthA 18.62 0.41 19.1 17.5 LrgCpGrIdxRet 51.80 1.11 40.8 29.6 SmashSerC n 9.36 0.23 11.5 10.4
SpectModerGwAllo n 36.86 0.87 16.2 8.0 Selected Funds: InfTechIdx n 247.18 7.82 52.0 43.3 TgtRe2020 n 28.25 0.58 11.4 4.5 CrnrsMod n 14.64 0.29 9.4 4.7
PutLargCap p 30.44 0.75 13.5 41.8 LrgCpGrInst 23.30 0.60 45.1 17.2 SmashSerM n 7.91 NA NA NA
R2005 n 11.88 0.25 10.8 4.3 AmShD n 37.66 1.61 30.5 25.5 IntlGrAdml n 100.72 0.66 13.6 -19.7 TgtRe2025 n 18.88 0.42 13.2 6.1 CrnstModAggr n 25.93 0.51 10.4 7.3
PutFocIntEq p 14.40 0.31 16.2 6.8 LrgCpVl IdxInst 22.74 0.73 10.0 28.5 Westwood Income Oppo:
R2010 n 15.02 0.32 11.3 5.0 AmShS pn 37.56 1.61 30.0 24.3 ITBondAdml n 10.31 0.23 5.4 -10.4 TgtRe2030 n 35.92 0.82 14.5 8.1 ExtMktIn n 20.67 0.36 23.2 9.8
GeorgePutBal 22.71 0.48 18.7 15.3 LrgCpVl IdxRet 23.24 0.75 9.7 27.5 ITCorpIx n 21.82 0.55 8.1 -8.0 TgtRe2035 n 22.36 0.52 15.6 10.3 WwIncOpFdInstl 11.48 0.31 8.9 4.4
R2015 n 12.55 0.28 11.8 6.1 Shelton Funds: GovSecFd INSTL 8.86 NA NA NA
GlbHlthCare p 59.49 1.06 6.3 23.1 LrgCpVl Inst 19.74 0.68 13.0 35.6 ITIGradeAdml n 8.63 0.21 7.8 -7.7 TgtRe2040 n 39.64 0.94 16.6 12.5 Westwood Quality Sma:
R2020 n 18.79 0.42 12.2 6.9 CoreVal n 16.23 0.31 17.2 32.0 Gr&Inc n 23.07 0.58 25.4 27.7
GrOpp p p 54.01 1.01 42.9 25.1 LrgCpVlRet 19.67 0.68 12.7 34.6 ITsryAdml n 9.95 0.17 3.6 -9.1 TgtRe2045 n 26.84 0.64 17.6 14.7 WwQalSmallCapI20.39 0.49 15.0 30.3
R2025 n 16.55 0.38 13.2 8.0 Sit Funds: Gr&TxStr n 24.96 NA NA NA
HiYld A p 5.29 0.10 11.0 3.3 MdCpGrInst 19.57 0.80 19.6 -15.0 ITTresIdx n 19.99 0.34 3.8 -9.6 TgtRe2050 n 44.68 1.08 18.2 15.4 Williamsburg Invst T:
R2030 n 25.09 0.63 14.8 9.5 Grwth n 31.32 NA NA NA
Incm p 5.42 0.12 4.2 -12.3 MinnTxF n 9.38 0.08 3.5 -4.8 MdCpVl Inst 16.26 0.56 10.0 32.7 TgtRe2060 n 45.90 1.11 18.2 15.4
R2035 n 19.88 0.52 16.4 11.3 LarCapAd n 109.50 2.75 25.9 30.6 HiIncm n 6.92 0.13 12.1 6.2 DavPrtSmCapFoFd n 17.04 0.56 18.8 24.7
IntlEq p 24.94 0.49 15.6 9.4 SmeadFds: MdCpVlRet 16.12 0.55 9.8 31.7 LTGradeAdml n 8.16 0.35 9.5 -19.7 TgtRet2055 n 49.84 1.20 18.2 15.4
R2040 n 28.74 0.77 17.7 12.7 Inco n 11.47 NA NA NA Wilmington Funds:
NYTx p 8.00 0.11 6.8 -2.4 SmeadValueInstl 75.19 3.19 13.7 59.5 QuantSmCpEqInst 17.25 0.89 16.4 24.9 LTsryAdml n 8.74 0.40 3.0 -30.6 TgtRetInc n 13.23 0.26 9.8 1.6
RealEst n 12.01 -0.48 12.1 22.1 IncStk n 18.30 0.02 10.9 35.6 BroadMktBdInst 8.78 0.18 5.2 -8.9
ShtDurBd 9.74 0.06 5.7 1.7 SoundShoreInv n: RealSecInst 17.51 0.93 11.5 11.8 LTTresIdx n 20.74 0.97 3.3 -30.7 USGro n 56.06 1.46 43.3 -0.8
Ret2025A p 16.40 0.39 13.0 7.2 Intl n 25.98 NA NA NA Intl Inst 8.41 0.15 9.6 -3.9
SmCapGr p 57.99 2.16 19.1 -0.9 SoundShoreInv n 40.44 1.67 15.7 29.9 RealSecRet 18.42 0.98 11.2 11.0 MatIdx nr 95.74 3.90 11.9 28.2 WellsI n 25.34 0.66 6.2 5.4
Ret2045 n 20.46 0.55 18.5 14.0 IntmTerm n 12.59 NA NA NA LgCpStrInst 27.20 -0.82 24.5 29.4
StDurInc 10.08 0.02 5.6 6.6 Sprott Funds Trust: S&P500IdxInst 51.47 1.26 24.8 33.7 MidCpAdml n 285.49 11.39 14.3 17.0 Welltn n 40.81 -1.00 12.8 16.4
Ret2045R 19.85 0.53 17.9 12.3 LgTerm n 12.10 NA NA NA RealAsset Inst 13.74 NA NA NA
SustainLdrsFd p 107.44 2.73 25.3 21.7 S&P500IdxRet 51.11 1.26 24.5 32.7 MrgBkdIdx n 18.43 0.39 4.0 -9.1 Wndsr n 22.78 0.68 13.3 41.8
Ret2055 n 18.09 0.49 18.8 14.2 GoldEq Inv p/r tn 41.91 0.58 0.0 -19.4 Nasdaq100 n 41.81 0.53 52.5 33.4 RoxSCG Inst 55.49 2.43 18.7 10.0
TFHY 11.32 0.16 6.9 -1.7 ShTrmBdInst 9.96 0.06 4.9 2.2 MuHYAdml n 10.64 0.14 7.5 -1.0 WndsrII n 44.09 1.21 19.2 35.6
Ret2055 17.87 0.48 18.5 13.3 SSgA Funds: Nasdaq100InINSTL 41.85 0.53 52.6 33.4 Wm Blair Funds Cl I:
TxEx p 7.82 0.10 6.5 -2.5 SmCpBl IdxInst 22.22 1.18 14.5 5.7 MuIntAdml n 13.69 0.12 5.3 -0.6 VANGUARD INDEX FDS:
RetBal Inc n 12.80 0.18 10.3 5.0 SP500 n 248.24 6.13 24.7 33.3 ntTerBd n 9.19 NA NA NA
Putnam Funds Class Y: SmCpBl IdxRet 22.35 1.18 14.2 4.9 IntlGthI r 28.04 -0.14 12.8 -8.7
SciTec n 39.82 0.93 52.4 6.6 MuLTAdml n 10.93 0.14 6.8 -1.8 500 436.90 10.76 24.7 33.3 PrecMM n 17.27 0.72 5.8 -13.8
State Street Institu: SocChEqInst 25.43 0.80 21.0 27.9 SmCapValI 29.23 0.55 9.0 25.2
Sht-Bd n 4.55 0.03 4.7 -0.2 GrOpp Y 57.91 1.07 43.2 26.0 MuLtdAdml n 10.84 0.05 3.9 1.5 AWxUSSCIst 213.44 1.18 11.9 1.7 S&PIdx n 60.24 0.99 25.6 31.3
SmCapEq (ICL) 18.34 NA NA NA SocChEqRet 25.97 0.82 20.7 27.0 SmMidI r 27.74 -0.66 15.6 -1.8
SmCap n 51.08 1.01 10.3 14.1 Incm 5.54 0.11 4.3 -11.8 MuShtAdml n 15.76 0.03 3.7 3.2 EmgMktInstPl 84.67 -0.05 7.0 -9.0 SciTech n 22.76 1.04 31.2 -24.0
PutLargCap 30.44 0.75 13.8 42.8 State Street V.I.S.: Tocqueville Funds: Wm Blair Funds Inst:
SmCapStk n 56.62 0.61 14.6 4.0 NJLTAdml n 11.44 0.14 7.3 -0.2 ExtndIstPl 303.29 14.72 23.1 3.1 ShtT n 10.13 NA NA NA
SpecGr n 24.03 0.66 19.1 18.4 ShtDurBd 9.76 0.06 6.0 2.5 TR V.I.S. Cl 1 14.89 0.40 14.0 9.1 Tocqueville n 41.14 1.21 14.6 25.7 NYLTAdml n 10.93 0.14 7.5 -1.5 FTAIWdInPl 114.17 0.44 12.6 4.9 ShtTBdA n 8.90 NA NA NA IntlGth 14.09 0.07 12.7 -8.4
SpecInc n 11.23 0.22 7.0 -1.4 SmCapGr 61.48 2.30 19.4 -0.1 TR V.I.S. Cl 3 14.84 0.40 13.7 8.2 Tortoise Capital: PacifAdml n 86.25 -0.01 11.6 -1.9 IdxIntl 18.13 0.09 12.4 4.4 SmCpStk n 13.02 0.67 15.0 11.2 Wm Blair Funds R6:
SpecIntl n 13.75 0.27 11.0 -2.6 StDurInc 10.09 0.02 5.7 7.0 Sterling Capital Fds: MLP&EgyInc Inst 7.55 0.05 11.2 56.8 PALTAdml n 10.86 0.14 6.5 -1.8 ITTresIdx Inst 24.81 0.42 3.8 -9.6 Target Managed 9.52 0.16 12.7 11.0 EmgMktGth 11.58 0.22 8.8 -21.5
D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA
DJ Half-Hourly Averages Trading Diary

The Dow Jones Averages Dow Jones 30 Industrial (divisor: 0.15172752595384)
Daily
Open (t)
Open (a)
10:00
Dec 11
36285.04
36254.33
36286.41
12
36464.05
36442.10
36383.85
13
36594.88
36601.80
36561.37
14
37175.98
37115.63
37189.62
15
36996.45
37194.50
37168.33
Market Advance/Decline Volumes
Daily
NY Up
NY Off
Dec 11 12 13
509,778 349,838 1,164,299 1,204,998 828,799
382,944 505,172 120,340 280,906 2,982,924
NY Up - Comp. 1,976,035 1,437,788 4,544,435 5,189,013 1,999,921
14 15
NY Off - Comp. 1,726,368 2,322,438 507,451 1,098,217 6,153,518

10:30 36300.15 36482.52 36574.99 37165.84 37177.45
NYSE Amer UP 1,701 4,232 12,218 14,945 44,733
Industrials 11:00
11:30
36336.95
36358.25
36516.03
36503.57
36591.45
36597.58
37192.39
37162.51
37248.90
37268.55
NYSE Amer Off
NASD Up
12,088 6,252 4,755 2,252 36,518
2,182,170 2,358,523 5,399,809 6,056,938 3,473,636
37600 12:00 36343.61 36537.36 36582.86 37201.44 37277.20 NASD Off 3,280,002 2,558,731 1,263,759 1,910,800 4,809,377
12:30 36309.95 36557.74 36573.55 37272.97 37291.97 NYSE Arca UP 155,995 142,172 329,685 353,364 85,833
Week's
Components Change 1:00 36340.20 36508.16 36592.86 37227.15 37259.15 NYSE Arca Off 117,085 111,820 78,537 95,210 280,451
1:30 36379.47 36514.58 36579.39 37149.89 37269.86 % (QCHA) –.19 –.30 +2.40 +2.09 –.58
3M 3.61 2:00 36382.89 36524.94 36634.46 37113.98 37191.66 % (QACH) –1.34 –1.65 +.94 +1.72 +.43
American Express 12.08 36800 2:30 36352.54 36527.22 36816.03 37170.54 37153.09 % (QCHAQ) –.72 –.90 +2.57 +2.39 –.33
Amgen 6.33 3:00 36349.24 36547.82 36994.57 37196.85 37189.17 Market Advance/Decline Totals
Apple 1.86 3:30 36362.18 36590.53 36960.53 37212.05 37230.51 NYSE NYSE
Boeing 19.57 Close 36404.93 36577.94 37090.24 37248.35 37305.16 Weekly Comp. NYSE Amer Nasdaq Arca
Caterpillar 26.24 36000 High (t) 36574.41 36720.23 37163.92 37657.47 37550.24 Total Issues 2,997 343 4,865 2,100
Chevron 5.04 Low (t) 36066.66 36271.40 36344.56 36693.37 36861.70 Advances 2,314 165 3,044 1,884
Cisco Systems 1.49 Declines 649 172 1,698 211
High (a) 36416.18 36596.11 37094.85 37287.50 37347.60
Coca-Cola -0.01 Unchanged 34 6 123 5
Low (a) 36231.19 36373.22 36523.59 37051.52 37092.02 New Highs 482 22 651 883
Disney 0.64 Change +157.06 +173.01 +512.30 +158.11 +56.81
Dow 3.32 35200 New Lows 71 44 422 90
Goldman Sachs 29.68 Week ended last Friday compared to previous Friday
Theoretical (t): High 37657.47 Low 36066.66
Home Depot 27.53 Actual (a): High 37347.60 Low 36231.19 NYSE Composite Daily Breadth
Honeywell International 8.79 Daily Dec 11 12 13 14 15
IBM 0.27 34400 Issues Traded 2,872 2,938 2,940 2,947 2,942
Intel 3.46 Dow Jones 20 Transport (divisor: 0.16279857124321) Advances 1,412 1,303 2,580 2,315 908
Johnson & Johnson 0.74 Open (t) 15270.29 15434.45 15385.13 15809.41 15848.11 Declines 1,367 1,521 319 586 1,950
JPMorgan Chase 6.71 Open (a) 15246.58 15432.25 15398.66 15757.82 15928.46 Unchanged 93 114 41 46 84
McDonald's 1.74 10:00 15303.70 15415.00 15358.73 15987.60 15895.75 New Highs 24 144 261 379 196
Merck 1.36 33600 New Lows 5 45 26 10 13
10:30 15300.09 15457.12 15311.22 15877.82 16045.23
Microsoft -3.50 Blocks - primary 4,131 4,050 4,826 5,467 6,188
11:00 15325.29 15472.24 15310.40 15880.59 16077.96
Nike Cl B 5.64 Total (000) - primary 913,570 865,416 1,287,904 1,493,728 3,834,505
11:30 15332.99 15479.76 15317.74 15911.92 16103.73 Total (000) 3,823,216 3,808,389 5,063,658 6,314,049 8,218,987
Procter & Gamble -1.19
12:00 15399.99 15441.58 15267.19 15970.12 16100.69
Salesforce 10.79 32800 12:30 15397.17 15431.84 15257.50 15970.23 16104.42
NYSE American Composite
Travelers 1.55 Daily Dec 11 12 13 14 15
1:00 15385.41 15453.99 15248.24 15953.29 16094.26
UnitedHealth Group -18.65
1:30 15385.48 15437.90 15216.43 15904.63 16085.98 Issues Traded 276 328 325 323 317
Verizon Communications -0.88 Advances 89 95 205 223 130
2:00 15383.01 15455.98 15235.79 15903.33 16020.49
Visa Cl A 2.29 Declines 171 215 103 84 177
Walgreens Boots Alliance 2.04 32000 2:30 15391.35 15436.25 15380.99 15871.27 16034.56
Unchanged 16 18 17 16 10
Walmart 1.88 June July August September October November December 3:00 15374.46 15456.48 15521.62 15889.98 16020.20
New Highs 1 6 5 9 5
3:30 15402.46 15477.57 15564.59 15924.99 16013.64 New Lows 7 26 19 10 7
Close 15398.23 15418.60 15615.86 15912.92 16016.11 Blocks - primary 128 117 173 165 223
High (t) 15477.43 15556.30 15664.75 16097.59 16208.28 Total (000) - primary 13,946 10,749 17,131 17,231 81,336
Transportation Low (t)
High (a)
15203.11 15333.37 15158.47 15686.90
15424.06 15516.38 15633.69 16008.05
15788.01
16131.04
Total (000)
Nasdaq
208,193 169,181 212,985 223,634 290,100
16855 Low (a) 15243.40 15382.31 15198.95 15757.82 15821.80

Daily Dec 11 12 13 14 15
Week's Change +187.17 +20.37 +197.26 +297.06 +103.19
Components Change Issues Traded 4,112 4,500 4,527 4,525 4,465
16460 Theoretical (t): High 16208.28 Low 15158.47 Advances 1,785 1,906 3,313 3,096 1,706
Alaska Air Group 3.34 Actual (a): High 16131.04 Low 15198.95 Declines 2,166 2,436 1,073 1,265 2,597
American Airlines Group 0.73 Unchanged 161 158 141 164 162
Avis Budget Group 4.69
16065 New Highs 49 198 344 465 251
CH Robinson Worldwide 0.45 Dow Jones 15 Utilities (divisor: 1.19780346554510) New Lows 25 188 171 83 108
Blocks - primary 44,522 36,439 55,357 66,157 47,449
CSX 1.04 15670 Open (t) 870.85 880.09 877.01 913.89 888.79 Total (000) 5,607,829 4,950,108 6,732,045 8,033,172 8,377,634
Delta Air Lines 1.99
Open (a) 871.05 879.63 876.97 913.10 893.23
Expeditors Intl of Wash 4.08 NYSE Arca Composite
15275 10:00 871.43 872.66 876.70 917.29 884.81
FedEx 9.08 Daily Dec 11 12 13 14 15

10:30 872.90 872.50 881.10 913.28 885.99
JB Hunt Transport 15.60 Issues Traded 1,604 1,886 1,905 1,919 1,906
11:00 873.66 875.18 882.65 914.40 888.89
JetBlue Airways 0.23 14880 Advances 1,082 1,181 1,736 1,646 473
Kirby Corp 4.18 11:30 876.21 874.04 883.76 909.78 888.31
Declines 488 664 165 267 1,401
Landstar System 12.02 12:00 877.49 873.76 884.16 908.57 885.30
Unchanged 34 41 4 6 32
Matson 2.69 14485 12:30 877.19 875.20 883.66 911.45 882.92 New Highs 151 296 531 735 177
Norfolk Southern 11.27 1:00 877.23 875.45 884.68 910.35 884.06 New Lows 6 27 49 40 23
Old Dominion Freight Line 23.60 1:30 876.12 876.88 884.67 901.90 881.90 Blocks - primary 1,345 1,341 1,723 2,005 1,963
14090 2:00 877.37 875.89 884.56 901.96 883.24 Total (000) - primary 277,019 257,268 408,351 449,723 382,072
Ryder System 4.93
Southwest Airlines -0.06 2:30 876.80 875.71 891.03 899.93 881.98 Total (000) 1,471,145 1,387,641 2,016,311 2,300,243 1,866,992
13695 3:00 876.10 874.66 899.01 898.48 880.27
Union Pacific
United Airlines
12.21
2.61 3:30
Close
874.63
878.11
876.05
875.92
903.14
907.18
896.82
897.16
878.63
881.89
Other Market Indexes
United Parcel Service B 6.64 Daily 12/11 12/12 12/13 12/14 12/15
13300 High (t) 880.30 880.82 908.45 919.78 894.32
June July August September October November December Low (t) 867.17 869.29 871.67 893.77 874.44 NYSE Amer Comp4498.37 4440.34 4492.09 4578.50 4520.82
High (a) 879.33 879.63 907.78 917.78 893.23 AmMajorMkt 3281.13 3293.88 3326.15 3330.76 3339.66
Utilities Low (a)

Change
868.46
+4.09
869.94
–2.19
871.99
+31.26
895.16
–10.02
875.35
–15.27
BNY ADR Idx
Europe
159.65
154.94
159.85
155.16
162.02 163.39
157.53 158.68
161.55
156.35
1015 Latin Am 210.44 208.86 215.04 219.18 217.80
Theoretical (t): High 919.78 Low 867.17 Asia 183.64 184.16 185.68 187.10 185.78
Week's
Change Actual (a): High 917.78 Low 868.46 Emerg M 299.24 299.95 303.25 307.71 307.17
Components
DJ US TSM Float46106.36 46291.69 47013.00 47278.59 47232.67
AES 1.13 Nasdaq Cmp 14432.49 14533.40 14733.96 14761.56 14813.92
American Elec Power 2.59 960 100 Index 16221.73 16354.25 16562.37 16537.83 16623.45
Dow Jones 65 Composite (divisor: 0.76432218033595)
American Water Works 0.40 Indus. 9127.45 9156.75 9296.15 9336.23 9377.09
Open (t) 11820.34 11905.37 11915.94 12179.46 12112.73 Insur. 12623.19 12728.62 12790.24 12585.46 12425.78
Atmos Energy 1.36
Open (a) 11809.43 11899.82 11920.14 12155.24 12176.12 Banks 3510.66 3486.63 3671.89 3799.03 3762.89
Consolidated Edison -1.70
10:00 11819.34 11873.37 11888.98 12215.19 12172.21 Computer 12567.83 12684.74 12799.77 12776.26 12854.59
Dominion Energy 0.99
Duke Energy 2.24 905 10:30 11837.48 11905.95 11901.63 12200.26 12191.25 Telecom 406.81 406.40 411.31 412.77 411.61
11:00 11859.34 11920.62 11916.26 12197.95 12216.97 NYSE Comp.-z 16274.44 16285.94 16560.71 16723.92 16609.84
Edison International 2.60
11:30 11864.31 11906.96 11906.87 12192.24 12213.28 Financial-z 9443.08 9483.97 9682.53 9823.56 9747.72
Exelon -3.72 Health Care-z23522.93 23607.57 23972.50 23843.20 23617.84
FirstEnergy -0.10 12:00 11877.85 11908.85 11898.80 12212.99 12213.89
Energy-z 12861.65 12707.34 12898.23 13223.11 13092.03
NextEra Energy 1.80 12:30 11856.46 11921.02 11893.44 12222.99 12217.39
850 1:00 11863.50 11905.38 11894.98 12193.54 12209.96
Russell 1000 2535.92 2546.88 2583.84 2594.86 2593.30
Public Svc Enterprise -1.03 2000 1883.68 1881.27 1947.51 2000.52 1985.13
Sempra 2.84 1:30 11876.38 11912.62 11891.39 12175.30 12202.23 3000 2652.24 2662.94 2704.42 2719.21 2716.54
Southern -0.64 2:00 11876.10 11913.35 11914.16 12162.22 12183.81 Value-v 1571.15 1571.43 1598.83 1619.14 1609.67
Xcel Energy 0.67 2:30 11867.83 11909.85 12001.42 12170.00 12164.05 Growth-v 2958.82 2981.99 3017.93 3009.30 3021.04
795 3:00 11863.04 11919.45 12073.55 12180.51 12172.79 MidCap 2970.93 2975.94 3041.65 3093.06 3070.90
3:30 11867.09 11931.86 12064.84 12181.76 12181.34 S&P 100 Index 2171.10 2182.48 2206.54 2206.93 2213.60
Close 11882.80 11918.04 12110.69 12189.65 12198.98 500 4622.44 4643.70 4707.09 4719.55 4719.19
High (t) 11936.76 11983.34 12137.74 12345.65 12308.05 Ind. 6623.40 6653.91 6733.57 6739.70 6749.46
Low (t) 11756.93 11828.67 11809.53 12026.02 12050.68 MidCap 2645.95 2640.50 2706.73 2770.93 2745.60
740 High (a) 11886.25 11936.17 12111.76 12228.78 12227.40 SmallCap 1226.69 1224.37 1265.38 1302.22 1290.88
June July August September October November December Low (a) 11805.89 11867.82 11885.72 12142.28 12139.93 Value Line(A) 9481.72 9464.95 9721.36 9935.08 9851.45
Value Line(G) 563.29 562.20 577.25 589.62 584.56
Note: Theoretical highs and lows are shown. A red chart indicates a lower price than the starting period. Green means it's higher than the starting period. Change +77.53 +35.24 +192.65 +78.96 +9.33
DJ US Small TSM13118.19 13097.99 13526.48 13880.64 13764.37
Theoretical (t): High 12345.65 Low 11756.93 (A)-Arithmetic Index. (G)-Geometric Index.
Actual (a): High 12228.78 Low 11805.89 (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec. 31,2002=5000.
The Week In Stocks For the Major Indexes

12-Month Weekly Friday Weekly 12-Month Change From
Indexes’ P/Es & Yields
DJ latest 52-week earnings and dividends adjusted by Dow Divisors
Stock Volume
at Friday's close. S&P Dec. 4-quarter's GAAP earnings as reported Last Week Prev. Week Year Ago YOY % Chg
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/30 % Chg. and indicated dividends based on Friday close.S&P 500 P/E ratios
based on GAAP earnings as reported. For additional earnings NYSE(a) 8,395,122 4,587,656 7,334,808 14.46
Dow Jones Indexes series, please refer to www.spglobal.com. DJ latest available book 30 Dow Inds (b) 2,241,156 1,510,406 2,291,837 -2.21
37305.16 31819.14 30 Indus 37305.16 36404.93 37305.16 1057.29 2.92 4384.70 13.32 4157.91 12.54 values for FY 2022 and 2021, and S&P latest for 2022 and 2021. r- 20 Dow Trans (b) 684,306 659,096 605,232 13.07
16695.32 13298.36 20 Transp 16016.11 15398.23 16016.11 805.05 5.29 2278.07 16.58 2624.20 19.60 Revised data 15 Dow Utils (b) 478,443 307,013 341,270 40.20
1002.11 783.08 15 Utilities 907.18 875.92 881.89 7.87 0.90 –81.35 –8.45 –85.51 –8.84 65 Dow Stks (b) 3,403,906 2,476,514 3,238,339 5.11
NYSE American (a) 140,392 57,128 135,758 3.41
12198.98 10596.53 65 Comp 12198.98 11882.80 12198.98 393.71 3.34 1214.32 11.05 1236.15 11.28 Last Week Prev. Week Last Year Nasdaq(d) 33,700,788 28,741,339 29,946,299 12.54
Dow Jones Indexes
47278.59 37910.34 US TSM Float 47278.59 46106.36 47232.67 1309.39 2.85 8577.88 22.19 8712.07 22.62 DJ Ind Avg 37305.16 36247.87 32920.46 NYSE 15 Most Active
1155.69 923.45 US Market 1155.69 1128.99 1154.93 30.55 2.72 213.64 22.70 217.10 23.15 P/E Ratio 26.25 25.50 21.08 Average Price 29.03 23.64 15.68 85.14
Earns Yield % 3.81 3.92 4.74 % Tot Vol 14.76 15.15 12.45 18.55
837.68 541.72 Internet 837.68 806.17 837.68 36.24 4.52 266.42 46.64 276.95 49.39 Stock Offerings $(z,v) 1,009,500 r3,867,900 896,500 12.60
New York Stock Exchange Earns $ 1421.36 1421.36 1562.01
Divs Yield % 1.96 2.02 2.09
16723.92 14599.05 Comp-z 16723.92 16274.44 16609.84 402.08 2.48 1591.67 10.60 1425.53 9.39 Daily Stock Volume 12/11 12/12 12/13 12/14 12/15
Divs $ 732.81 732.55 687.40
9823.56 8121.52 Financial-z 9823.56 9443.08 9747.72 347.15 3.69 1242.95 14.61 1078.95 12.45 NYSE(a) 913,570 865,416 1,287,904 1,493,728 3,834,505
Mkt to Book 4.87 4.73 4.43
24046.70 21487.16 Health Care-z 23972.50 23522.93 23617.84 189.88 0.81 417.16 1.80 178.01 0.76 30 Inds (b) 342,490.2 292,770.5 359,626.8 458,105.2 788,163.6
Book Value $ 7664.40 7664.40 7439.45 20 Trans (b) 93,238.2 107,452.2 140,686.1 147,391.7 195,538.3
14159.04 11549.36 Energy-z 13223.11 12707.34 13092.03 211.08 1.64 617.76 4.95 40.14 0.31
DJ Trans Avg 16016.11 15211.06 13738.04 15 Utils (b) 65,383.5 55,011.2 75,996.0 114,673.3 167,379.5
NYSE American Stock Exchange
P/E Ratio 15.46 14.68 10.96 65 Stks (b) 501,111.9 455,233.8 576,308.9 720,170.2 1,151,081.3
4685.93 3871.21 NYSE Amer Comp 4578.50 4440.34 4520.82 –47.25 –1.03 377.66 9.12 385.48 9.32 Earns Yield % 6.47 6.81 9.12 NYSE Amer(a) 13,946 10,749 17,131 17,231 81,336
3339.66 2895.39 Major Mkt 3339.66 3281.13 3339.66 69.49 2.12 432.74 14.89 401.62 13.67 Earns $ 1035.92 1035.92 1253.13 Nasd(d) 5,607,829 4,950,108 6,732,045 8,033,172 8,377,634
Standard & Poor's Indexes Divs Yield % 1.36 1.44 1.42 NYSE 15 Most Active
2213.60 1680.54 100 Index 2213.60 2171.10 2213.60 42.31 1.95 494.68 28.78 504.43 29.51 Divs $ 218.43 218.43 194.81 Avg. Price 20.25 28.45 25.17 21.57 32.69
4719.55 3783.22 500 Index 4719.55 4622.44 4719.19 114.82 2.49 866.83 22.50 879.69 22.91 Mkt to Book 4.56 4.33 4.27 % Tot Vol 16.90 16.56 15.51 15.00 17.06
6749.46 5226.50 Indus 6749.46 6623.40 6749.46 148.37 2.25 1401.40 26.20 1437.15 27.05 Book Value $ 3514.52 3514.52 3214.72 Numbers in thousands save price and percentages. (a) Primary volume. (b) Composite volume. (d) as of 4:10 pm.
2770.93 2326.82 MidCap 2770.93 2640.50 2745.60 113.51 4.31 329.09 13.62 315.22 12.97 DJ Utility Avg 881.89 874.02 963.24 (r) Revised. (v) W/E Thursday. (z) Source: LSEG.
1315.82 1068.80 SmallCap 1302.22 1224.37 1290.88 70.67 5.79 136.34 11.81 133.35 11.52 P/E Ratio 20.62 20.43 22.86
Nasdaq Stock Market Earns Yield % 4.85 4.89 4.38
14813.92 10213.29 Comp 14813.92 14432.49 14813.92 409.95 2.85 4108.51 38.38 4347.44 41.54 Earns $ 42.78 42.78 42.14
16623.45 10679.34
9649.15 7178.71
100 Index
Indus
16623.45
9377.09
16221.73
9127.45
16623.45
9377.09
538.76
284.57
3.35
3.13
5379.73
1823.48
47.85
24.14
5683.69
2029.42
51.95
27.62
Divs Yield %
Divs $
3.51
30.98
3.54
30.98
3.06
29.44
NYSE HALF-HOURLY VOLUME
12790.24 10885.14 Insur 12790.24 12425.78 12425.78 –68.60 –0.55 789.63 6.79 783.89 6.73 Mkt to Book 1.96 1.94 2.21 Daily 12/11 12/12 12/13 12/14 12/15
4373.48 2658.90 Banks 3799.03 3486.63 3762.89 240.86 6.84 –154.06 –3.93 –282.07 –6.97 Book Value $ 450.45 450.45 435.47
12854.59 7571.32 Computer 12854.59 12567.83 12854.59 286.86 2.28 4816.58 59.92 5047.63 64.66 S&P 500 Index 4719.19 4604.37 3852.36 9:30-10:00 100,077 91,286 91,485 182,386 462,722
427.98 365.78 Telecom 412.77 406.40 411.61 10.51 2.62 42.50 11.52 40.15 10.81 P/E Ratio 26.07 25.44 20.04 10:00-10:30 39,576 38,139 38,487 74,421 51,467
Russell Indexes Earns Yield % 3.84 3.93 4.99 10:30-11:00 34,160 32,287 34,176 59,719 45,423
2594.86 2073.78 1000 2594.86 2535.92 2593.30 67.57 2.68 480.11 22.72 487.40 23.14 Earns $ 181.01 181.01 192.26
11:00-11:30 29,482 31,168 29,766 46,720 39,347
2003.18 1636.94 2000 2000.52 1881.27 1985.13 104.31 5.55 221.71 12.57 223.88 12.71 Divs Yield % 1.52 1.56 1.77
Divs $ 71.73 71.83 68.19 11:30-12:00 28,786 28,212 24,939 43,679 33,444
2719.21 2182.40 3000 2719.21 2652.24 2716.54 74.61 2.82 492.02 22.12 499.40 22.52
1619.14 1415.59 Value-v 1619.14 1571.15 1609.67 50.75 3.26 126.49 8.53 112.56 7.52 Mkt to Book 4.61 4.49 3.82 12:00-12:30 26,206 24,802 22,511 41,830 32,265
3021.04 2113.79 Growth-v 3021.04 2958.82 3021.04 64.67 2.19 825.84 37.62 862.85 39.98 Book Value $ 1024.56 1024.56 1008.02 12:30-1:00 23,788 21,415 20,438 43,374 30,903
3093.06 2594.10 MidCap 3093.06 2970.93 3070.90 123.10 4.18 368.53 13.64 370.23 13.71 S&P Ind Index 6749.46 6601.09 5348.06
1:00-1:30 23,092 23,867 21,419 43,867 30,304
Others P/E Ratio 29.66 29.01 21.15
Earns Yield % 3.37 3.45 4.73 1:30-2:00 22,361 21,387 24,310 40,365 34,441
9935.08 8310.43 Value Line-a 9935.08 9464.95 9851.45 422.66 4.48 1324.64 15.53 1321.42 15.49
Earns $ 227.55 227.55 252.89 2:00-2:30 24,244 23,085 54,268 38,636 32,920
606.49 498.09 Value Line-g 589.62 562.20 584.56 24.32 4.34 47.77 8.90 48.21 8.99
13880.64 11320.09 DJ US Small TSM 13880.64 13097.99 13764.37 685.38 5.24 1703.05 14.12 1713.26 14.22 Divs Yield % 1.34 1.37 1.59 2:30-3:00 25,596 23,472 75,745 39,021 33,185
1015.74 796.51 Barron's Future Focus 1015.74 976.74 1010.27 33.37 3.42 192.11 23.48 198.10 24.39 Divs $ 90.44 90.43 85.03 3:00-3:30 28,330 32,644 82,259 52,774 42,912
Mkt to Book 6.16 6.02 5.13
1065.55 881.58 Barron's 400 1065.55 1016.86 1060.25 46.99 4.64 141.32 15.38 139.85 15.20 3:30-4:00 507,871 473,652 768,100 786,937 2,965,171
Book Value $ 1095.83 1095.83 1042.07
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec. 31,1965=50 z-Dec. 31,2002=5000
Selected IPOs
U.S. Dollar Index vs Euro and Yen Per Share Values of Stocks Ticker Initial Offer Price IPO Date Recent Price %Chg
Bond Connection: The U.S. Dollar Index dropped about 1.5%. U.S. bond yields dropped faster than those
in Europe as the Federal Reserve hinted at rate cuts, making U.S. bonds less attractive. In the Dow Jones Averages ZKH Group
Inno
ZKH
INHD
15.50
4.00
12/15
12/14
15.50
2.13
0.0%
-46.8%
This is a list of the Dow Jones trailing 52-week diluted share
earnings, dividends and book values as reported by the company.

10 Bolded numbers indicate new values. Sources Barron's Stats and
FactSet.
Industrial Stocks
EURO in $
s 5 Book Book
Investor Sentiment Readings New Listings
Earns Divs. Value Earns Divs. Value
NYSE
Am Exp 10.66 2.32 33.26 Johnson&John 5.79 4.70 29.39 High bullish readings in the Consensus stock index or in the Market
0 Vane stock index usually are signs of Market tops; low ones, market SmartFinancial (SMBK)
Amgen 14.07 8.52 6.86 JPMorgChase 16.75 4.05 90.29 bottoms.
Apple 6.12 0.95 3.18 McDonalds 11.36 6.23 (8.06) ZKH Group (ZKH)
Last Week 2 Weeks Ago 3 Weeks Ago
s Boeing (4.70) Nil (26.58) Merck Co 1.80 2.96 18.12 Nasdaq
-5 Caterpillar 17.65 5.00 30.73 Microsoft 10.33 2.79 27.75 Consensus Index
Chevron Corp 13.47 6.04 83.17 Nike Inc 3.24 1.39 9.14 Inno (INHD)
DXY (102.59)
s Cisco Sys 3.31 1.55 9.68 Proc Gam 6.16 3.7354 19.46 Consensus Bullish Sentiment 73% 69% 62%
-10
Coca Cola
Disney Walt
2.49
1.28
1.84 5.57
Nil 52.09
3M Co (13.35) 6.00 26.80
Salesforce.com 2.63 0.00 57.84 AAII Index
Trading
YEN in $ Dow
Goldman Sachs
1.82
20.66
2.80 29.39
10.50 317.90
Travelers Cos 9.24
UnitedHealthGrp 23.04
3.93 92.89
7.29 83.27 Bullish 51.3% 47.3% 48.8% Suspended
Home Depot 15.58 8.36 1.54 Verizon 4.96 2.6225 21.70 NYSE
-15 Bearish 19.3 27.4 19.6
Arlington Asset (AAIC)
Honeywell 8.07 4.17 24.99 Visa 8.35 1.87 16.08
J F M A M J J A S O N D IBM 12.75 6.63 24.22 Walgreens (3.56) 1.92 29.23 Neutral 29.4 25.3 31.7 Navios Maritime (NM)
UpHealth (UPH)
Intel 0.07 0.74 24.52 Wal-mart 6.03 2.28 28.48
Source: Tullett Prebon Market Vane NYSE American
Transportation Stocks InterPrivate III Fin (IPVF)
Bullish Consensus 58% 56% 56% Nasdaq
AlaskaAirGroup 2.00 Nil 29.92 Kirby Corp 3.00 Nil 50.79 Citizens (CIZN)
TIM Group Market Sentiment Computer Task (CTG)
Yearly High/Lows Nasdaq 144 Filings AmericanAirlines 2.21
AvisBudgetGrp 45.61
Nil (8.91)
Nil (18.03)
Landstar Sys 8.33
Matson Inc 8.70
1.26 24.70
1.26 63.28 Indicator 46.8% 43.4% 40.9%
Evelo Biosciences (EVLO)
Miromatrix Medical (MIRO)
C.H. Robinson 3.25 2.44 11.64 Norf Southern 9.12 5.40 55.83 Seagen (SGEN)
The yearly Nasdaq Composite Index; with a high/low range based on SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to Sources: Consensus Inc.; American Association of
the daily close. sell shares. Shares Indicated: the number to be sold. Sales Date: the approximate date of the sale. CSX Corp 1.88 0.44 6.11 Old Dominion 11.24 1.60 33.14 SmartFinancial (SMBK)
(Sometimes shares aren't sold, even though their owner has filed a Form144.) Source: Thomson Delta Air Lines 5.28 0.20 10.26 Ryder Sys 10.17 2.71 63.45 Individual Investors; Market Vane; TIM Group
Year High Date Low Date Reuters Expeditors Int'l 5.29
FedEx 16.40
1.38 20.15
4.93 103.86
Southwest Air 0.75
Un Pacific 10.42
0.72 17.99
5.20 19.86
Name
2023 14813.92 Dec 15 10305.24 Jan 05
2022 15832.80 Jan 03 10213.29 Dec. 28 Company Sym
Shares
Indicated $ Value
Sale
Date Seller Title
Hunt (JB) 7.42 1.68 35.34 UPS 9.88 6.48 23.04
Changes
2021
2020
16057.44
12899.42
Nov
Dec
19
28
12609.16
6860.67
Mar.
Mar.
08
23 Gap GPS 1,021,670 22,149,806 12/8/23 Fisher, John B
JetBlue Air (0.56) Nil 10.90 United Airlines 8.62 Nil 21.09
Arms Index NYSE
2019 9022.39 Dec 26 6463.50 Jan. 03 The Arms index, also known as the short term trading index, None
Interactive Brokers IBKR 566,256 45,759,147 12/11/23 Frank, Thomas O Utility Stocks
2018 8109.69 Aug. 29 6192.92 Dec. 24 is a number derived by dividing one quotient into another NYSE American
Applovin APP 389,615 14,556,016 12/11/23 Shikin, Vasily O quotient. The numerator in the index is the number of
advancing stocks divided by the number of declining stocks. Mynd.ai (MYND), formerly
Coming U.S. Auctions Applovin
Best Buy
APP
BBY
349,429 13,054,667 12/11/23
250,000 18,500,000 12/6/23
Vivas, Eduardo
Schulze, Richard SH
D AES Corp. (0.35) 0.664 2.39
Am Elec 4.36 3.37 46.50
Exelon
FirstEnergy
2.14
0.95
1.44 24.89
1.56 17.77
As of 3/14/11, the denominator in the index is now the
composite volume of advancing stocks divided by the
composite volume of declining stocks.
Gravitas Education (GEHI)
Nasdaq
AmericanWaterWorks 1.66 2.7775 42.30 NextEra Energy 3.78 1.87 19.74
Yields (%) Draftkings DKNG 247,426 8,809,454 12/6/23 Liberman, Paul OD Atmos Energy 6.13 3.025 66.85 Xcel Energy 3.16 2.0475 30.34 Banzai International (BNZI),
Daily 12/11 12/12 12/13 12/14 12/15 formerly 7GC (VII)
Monday When Issued* Last Auction Draftkings DKNG 241,682 8,821,538 12/12/23 Kalish, Matthew OD Con Ed 6.77 3.24 58.27 Pub Sv Ent 5.61 2.28 27.62
ECD Automotive Design
Airbnb ABNB 232,569 32,571,957 12/12/23 Chesky, Brian OD DominionEnergy 1.96 2.67 31.26 Sempra Energy 4.34 2.38 83.43 (ECDA), formerly EF Hutton
$75.0 bil 3-month 5.385 5.260 NYSE .90 1.38 .90 .84 1.43
$68.0 bil 6-month 5.322 5.190 Duke Energy 1.57 4.06 61.51 Southn Co. 2.78 2.78 27.67 (EFHT)
Celsius CELH 172,000 8,881,323 12/7/23 Kravitz, Hal D NYSE American 3.92 .62 1.19 .39 .85
Edison Int'l 3.22 2.95 35.70 SRIVARU (SVMH), formerly
* As of Friday afternoon. Seagate Technology STX 153,188 12,068,151 12/8/23 Mosley, William O Nasdaq 1.24 .85 .72 .77 .91 Mobiv Acquisition (MOBV)
Dow Jones U.S. Total Market Industry Groups CBOE Put / Call Ratio Foreign Exchange
Foreign
Currency
Foreign
Currency
U.S. $ in
Foreign
U.S. $ in
Foreign
Net Change % Change and Ranking 52 Week

vs. S&P 100 Country
in U.S.$
Fri.
in U.S.$
Last Fri.
Currency
Fri.
Currency
Last Fri.
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Readings in the CBOE equity put-call ratio of 60:100 and in the Argentina (Peso)-y .0012 .0027 801.0751 363.9152
S&P 100 of 125:100 are considered bullish, for instance. Bearish Australia (Dollar) .6706 .6581 1.4912 1.5195
Aluminum DJUSAL 106.24 + 20.77 –49.09 +24.30 [1] –28.13 [137] –31.60 [137] +11.94 189.67 79.97 signals flash when the equity put-call level reaches the vicinity of Bahrain (Dinar) 2.6529 2.6532 .3769 .3769
Industrial & Office REITs DJUSIO 118.12 + 10.92 12.54 +10.19 [2] +7.50 [81] +11.87 [68] +2.19 124.17 87.24 30:100 and the index ratio hits 75:100. Brazil (Real) .2025 .2028 4.9379 4.9320
Real Estate Holding & Dev DJUSEH 65.59 + 5.93 5.03 +9.93 [3] +7.01 [85] +8.31 [83] +1.33 70.67 52.01 Bulgaria (Lev) .5572 .5503 1.7948 1.8172
Real Estate Investmt & Svcs DJUSRH 577.77 + 51.84 106.84 +9.86 [4] +20.09 [37] +22.69 [36] –.69 581.28 429.73 S&P 100 CBOE Canada (Dollar) .7474 .7361 1.3381 1.3585
Real Estate Services DJUSES 273.51 + 24.54 51.52 +9.85 [5] +20.56 [35] +23.21 [33] –.72 275.19 202.87 Chile (Peso) .001148 .001148 870.91 871.13
China (Renminbi) .1405 .1396 7.1174 7.1631
Recreational Products DJUSRP 530.29 + 45.87 80.94 +9.47 [6] +12.25 [65] +18.01 [45] +1.67 591.73 424.73 13.25 1.65 Colombia (Peso) .0002536 .0002511 3943.25 3982.00
Asset Managers DJUSAG 283.84 + 24.21 45.45 +9.32 [7] +19.16 [41] +19.07 [41] +8.56 283.84 211.97 Czech. Rep. (Koruna) …… .. …… .. …… .. …… ..
Nonferrous Metals DJUSNF 555.14 + 44.81 46.82 +8.78 [8] +8.78 [76] +9.21 [80] +19.53 623.90 444.25 Commercial rate .04450 .04415 22.470 22.651
Furnishings DJUSFH 359.18 + 28.63 43.08 +8.66 [9] +14.62 [56] +13.63 [65] +.80 393.70 274.00 Denmark (Krone) .1462 .1444 6.8416 6.9260
Home Improvement Rtlrs DJUSHI 771.74 + 61.49 93.14 +8.66 [10] +9.41 [73] +13.73 [63] +9.97 771.74 604.36 10.65 1.40 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Semiconductor DJUSSC 11223.66 + 837.73 5,381.72 +8.07 [11] +80.48 [2] +92.12 [1] +21.56 11,223.66 5,661.01 Egypt (Pound)-y .0323 .0324 30.9257 30.8964
Industrial Metals & Mining DJUSIM 512.30 + 37.88 77.63 +7.98 [12] +17.86 [44] +17.86 [46] +28.91 547.77 405.92 Hong Kong (Dollar) .1281 .1281 7.8056 7.8094
Home Construction DJUSHB 2363.55 + 174.72 1,030.18 +7.98 [13] +71.66 [3] +77.26 [4] +27.47 2,414.97 1,310.84 Hungary (Forint) .002848 .002825 351.07 354.01
Mortgage Finance DJUSMF 9.54 + .69 2.57 +7.75 [14] +37.63 [14] +36.82 [14] +7.17 9.63 6.54
8.05 1.15 Iceland (Krona) .007239 .007161 138.14 139.64
India (Rupee) .01204 .01198 83.042 83.440
Electronic Equipment DJUSAI 934.54 + 63.06 72.17 +7.24 [15] +7.79 [80] +8.37 [82] +2.67 939.00 760.82
Indonesia (Rupiah) .0000644 .0000642 15529 15575
Mortgage REITs DJUSMR 30.80 + 2.04 1.58 +7.08 [16] +1.03 [105] +5.42 [93] –8.16 33.91 24.03 Israel (Shekel) .2723 .2698 3.6727 3.7062
Basic Resources DJUSBS 335.15 + 21.81 31.84 +6.96 [17] +11.20 [69] +10.50 [72] +15.69 368.65 280.61 5.45 0.90 Japan (Yen) .007034 .006899 142.16 144.95
Retail REITs DJUSRL 91.91 + 5.93 3.49 +6.90 [18] +2.53 [98] +3.95 [98] +7.89 96.20 72.79 Kazakhstan (Tenge) .002177 .002179 459.35 458.88
Steel DJUSST 608.76 + 38.58 135.58 +6.77 [19] +28.38 [24] +28.65 [25] +37.70 632.49 462.90 Kuwait (Dinar) 3.2511 3.2407 .3076 .3086
Media Agencies DJUSAV 543.93 + 34.48 112.34 +6.77 [20] +25.29 [28] +26.03 [28] –10.13 605.98 417.77 Macau (Pataca) .1243 .1243 8.0440 8.0470
2.85 0.65 Malaysia (Ringgit)-b .2141 .2144 4.6705 4.6650
Net Change % Change and Ranking 52 Week Mexico (Peso) …… .. …… .. …… .. …… ..
Floating rate .0581 .0576 17.2042 17.3551
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
New Zealand (Dollar) .6209 .6123 1.6106 1.6332
Travel & Tourism DJUSTT 984.89 + 33.85 462.09 +3.56 [65] +84.31 [1] +88.39 [2] +7.75 985.59 509.65 0.25 0.40 Norway (Krone) .0956 .0917 10.4618 10.8998
Semiconductor DJUSSC 11223.66 + 837.73 5,381.72 +8.07 [11] +80.48 [2] +92.12 [1] +21.56 11,223.66 5,661.01 Oman (Rial) 2.5976 2.5974 .3850 .3850
D J F M A M J J A S O N D Pakistan (Rupee) .00353 .00353 283.500 283.500
Home Construction DJUSHB 2363.55 + 174.72 1,030.18 +7.98 [13] +71.66 [3] +77.26 [4] +27.47 2,414.97 1,310.84
Source: CBOE Philippines (Peso) .01794 .01808 55.730 55.325
Internet DJUSNS 3331.42 – 15.45 1,396.01 –.46 [124] +69.05 [4] +72.13 [5] +6.74 3,412.76 1,878.84 Poland (Zloty) .2515 .2483 3.9762 4.0279
Recreational Svcs DJUSRQ 103.64 + 2.83 42.96 +2.81 [80] +60.38 [5] +70.81 [6] +4.39 104.64 59.06 Qatar (Rial) .2746 .2742 3.6410 3.6467
Technology Hardware & Equip DJUSTQ 5192.94 + 222.77 2,048.92 +4.48 [47] +57.02 [6] +65.17 [8] +17.69 5,192.94 3,052.70 Russia (Ruble)-a .01106 .01085 90.449 92.155
Software & Computer Svcs
Broadline Retailers
DJUSSV
DJUSRB
5435.92
3151.34
+ 4.71
+ 78.82
2,026.11
1,197.23
+.09
+2.57
[119]
[86]
+55.67
+54.57
[7]
[8]
+59.42
+61.27
[10]
[9]
+10.26
–.80
5,461.54
3,151.34
3,283.72
1,913.05 Coming Earnings Saudi Arabia (Riyal)
Singapore (Dollar)
South Africa (Rand)
.2666
.7503
.0546
.2666
.7451
3.7515
1.3328
3.7504
1.3421
.0527 18.3104 18.9681
Software DJUSSW 6135.53 + 17.30 2,223.48 +.28 [116] +52.55 [9] +56.84 [11] +12.77 6,184.10 3,704.71
Consensus Estimate Year ago South Korea (Won) .0007691 .0007588 1300.30 1317.80
Automobiles DJUSAU 892.62 + 39.71 396.90 +4.66 [44] +44.94 [10] +80.07 [3] +4.24 1,028.71 449.86
Industrial Suppliers DJUSDS 720.01 + 40.92 222.25 +6.03 [27] +44.31 [11] +44.65 [13] +17.54 721.36 492.63 Sri Lanka (Rupee) .0031 .0031 327.3100 327.3600
M Sweden (Krona) .0973 .0955 10.2753 10.4671
Computer Hardware DJUSCR 9814.13 + 112.39 3,311.98 +1.16 [107] +43.99 [12] +50.94 [12] +15.47 9,840.88 6,275.02
HEICO (Q4) $0.69 $0.70 Switzerland (Franc) 1.1480 1.1362 .8711 .8801
Automobiles & Parts DJUSAP 1017.43 + 45.92 406.66 +4.73 [42] +37.86 [13] +66.58 [7] +3.05 1,175.55 562.89 Taiwan (Dollar) .03188 .03182 31.363 31.424
Mortgage Finance DJUSMF 9.54 + .69 2.57 +7.75 [14] +37.63 [14] +36.82 [14] +7.17 9.63 6.54 Thailand (Baht) .02865 .02813 34.910 35.550
T
Publishing DJUSPB 655.36 + 19.22 164.92 +3.02 [73] +34.03 [15] +33.63 [20] +8.44 658.81 465.35 Turkey (New Lira)-d .0345 .0346 28.9898 28.9421
General Retailers DJUSGT 2351.14 + 81.10 629.78 +3.57 [64] +33.16 [16] +36.59 [15] +1.74 2,351.14 1,693.98 FactSet Research (Q1) 4.11 3.99 Ukraine (Hryvnia) .0269 .0272 37.1500 36.7500
Bldg Materials & Fixtures DJUSBD 1856.43 + 78.17 493.80 +4.40 [48] +32.75 [17] +36.24 [16] +13.80 1,867.96 1,340.93 FedEx (Q2) 4.17 3.18 U.K. (Pound) 1.2683 1.2549 .7885 .7969
Retail DJUSRT 2117.99 + 68.79 538.27 +3.36 [70] +30.86 [18] +34.07 [18] +2.91 2,117.99 1,558.00 Uruguay (Peso) …… .. …… .. …… .. …… ..
Specialized Consumer Svcs DJUSCS 2441.66 + 73.28 596.93 +3.09 [72] +30.45 [19] +32.36 [23] +3.67 2,473.31 1,830.99 W Financial .02522 .02555 39.655 39.145
Euro 1.0895 1.0762 .9179 .9292
Construction & Materials DJUSCN 1464.45 + 64.37 365.22 +4.60 [45] +30.33 [20] +33.23 [21] +15.49 1,473.95 1,085.19 General Mills (Q2) 1.16 1.10 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
Micron Technology (Q1) -1.01 -0.04 British, and Japanese currencies. Source: International Monetary Fund.
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg column shows the change from previous 65-day moving a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
average. Volume figures do not reflect extended trading hours. 2005. y-floating rate.
TH
CarMax (Q3) 0.46 0.24
Cintas (Q2) 3.49 3.12 Money Rates
Delta Market Pulse of the Economy
NIKE (Q2)
Paychex (Q2)
0.83
1.07
0.85
0.99
Latest Week Prev. Week Yr Ago
Sentiment Consensus Estimate Discount Rate (NY) 5.50 5.50 4.50

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr Prime Rate (base) 8.50 8.50 7.50
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg
Indicator Durable manufacturing (NAICS) a, Nov 101.5 r100.3 103.0 –1.46 Gasoline, (thous. bbls) Dec 8 224,013 223,604 223,583 0.19
Day
T November Housing Starts
Consensus Est Last Period
1,380,000 1,372,000
Fed Funds Rate
Capacity utilization % Nov 78.8 r78.7 79.4 –0.76 Inventory–to–sales ratio (Business) Oct 1.37 1.36 1.36 0.74 Avg effective offer 5.33 5.34 4.34
The Delta MSI measures the W Q3 Current Account -$209.9 bil -$212.1 bil
position of a representative set Industrial output a, Nov 102.7 r102.4 104.2 –1.44 Orders Avg weekly auction-c 5.33 5.33 3.83
of stocks relative to an Manufacturing (NAICS) a, Nov 99.7 r99.4 101.7 –1.97 No Activity for this Week December Consumer Confidence 106.5 102.0
intermediate-term moving T-Bills Rate
average crossover (MAC) point. Nondurable manufacturing (NAICS) a Nov 97.9 r98.4 100.4 –2.49 TH Q3 GDP 5.2% 5.2%
Trade
When greater than 50% of the November Leading Indicators -0.40% -0.80%
Production No Activity for this Week 13 weeks, Coupon Yield 5.420 5.409 4.377
stocks followed are above this
MAC point, the market is F November Personal Income 0.50% 0.20% 13 weeks, Auction Rate 5.260 5.250 4.270
bullish. When the indicator is Electric power, (mil. kw hrs) (EEI) Dec 9 75,237 77,956 75,015 0.30 Inflation 26 weeks, Coupon Yield 5.419 5.419 4.807
December Michigan Sentiment 70.0 69.4
below 50%, risk is elevated and Mining (NAICS) a, Nov 119.2 r118.8 117.7 1.27 26 weeks, Auction Rate 5.190 5.190 4.630
stock exposures should be ECRI Industrial Price Index f Dec 15 113.66 113.57 121.56 –6.50 November New Home Sales 690,000 679,000
Petroleum, related capacity, % Dec 8 90.2 90.5 92.2 –2.17 Avg weekly auction-c 5.25 5.26 4.22
reduced. Manager uses Consumer price index b (unadjusted) Nov 307.1 307.7 297.7 3.16
discretion on asset allocation Rotary rigs running, U.S. & Can., (Hughes) Dec 15 808 820 975 –17.13 Unless otherwise indicated, times are Eastern. a-Advanced; Broker Call Rate 7.25 7.25 6.25
Producer price index (finished goods) c Nov 254.7 r254.8 256.5 –0.70
when MSI is at 50% +/- 3%. Steel, (thous. tons) Dec 9 1,697 1,702 1,635 3.79 f-Final; p-Preliminary; r-Revised Source: FactSet
Rate of inflation, % (annual, unadjusted) Nov 3.1 3.2 7.1 –56.34 Bankers Acceptances
Steel, rated capacity, % (AISI) Dec 9 73.8 74.1 73.3 0.68 For more information about coming economic reports
Bullish
Utilities a Nov 104.8 r105.2 106.2 –1.32 Employment - and what they mean - go to Barron’s free Economic
1 month 5.35 5.36 4.18
Calendar at www.barrons.com
Initial jobless claims (thous.) Dec 9 202 r221 206 –1.94 2 months 5.40 5.45 4.33
Consumption and Distribution
Current Sentiment Business sales, (mil. $) Oct 1,856.19 r1,875.44 1,860.55 –0.23
Continuing claims (mil.)
Help Wanted Online –Ads (thous,)
Dec 2 1.876
Nov 5,898.2
r1.856 1.601 17.18
5,768.5 6,496.2 –9.21
Conference Call Calendar Earnings- 3 months
6 months
5.50
5.53
5.58
5.68
4.68
4.98
Instinet Research Redbook Avg. (monthly %) Dec 9 1.38 –3.29 –0.42 …. Small Business Optimism Index Nov 90.6 90.7 91.9 –1.41 Related Foreign Prime Rates
78.3%
Baltic Dry Index Dec 15 2,348 2,483 1,560 50.51 Company Date Time Period
Retail store sales, (bil. $) Nov 705.7 r703.7 678.0 4.09 Construction Canada 7.20 7.20 6.45
Accenture PLC December 19 8:00AM Q1
No Activity for this Week Germany 4.50 4.50 2.00
Inventories Cintas December 21 10:00AM Q2
Japan 1.475 1.475 1.475
Last Week Other Indicators Factset Research Systems December 19 11:00AM Q1
Business inventories, (bil. $) Oct 2,550.02 r2,553.09 2,533.81 0.64 Switzerland 2.25 2.25 1.50
General Mills December 20 9:00AM Q2
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) Dec 8 440,773 445,031 424,129 3.92 Citi Research Panic–Euphoria Reading Dec 15 0.07 0.04 –0.12 …. Britain 5.25 5.25 3.50
Micron Technology December 20 4:30PM Q1
75.9%
a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h- Micron Technology December 20 6:00PM Q1
benchmark revision, 2016 equals 100. r-Revised. Other Money Rates
Paychex December 21 9:30AM Q2
Fannie Mae Home Loan:
Source: CCBN, www.ccbn.com
30-Year Fixed Conv 5.90 6.33 5.57
2 Weeks ago Bank money market-z 0.60 0.60 0.25
American Debt and Deficits Adjustable Mortgage Rates Yearly High/Lows S&P 500 Index Interest Checking-z 0.10 0.09 0.06
66.2%
6-Month Certif-z 1.80 1.79 0.89
Latest Preceding Year Ago Yr over Yr 12-Month Certif-z 1.99 2.00 1.34
Report Report Report % Chg Dec 15 Dec 8 Yr. Ago YOY % Chg The yearly S&P 500 Index; with a high/low range based on the daily
close. 30 Month Accounts-z 1.47 1.47 1.17
1 Year Treas Bills 5.08 5.16 4.72 7.63 5-Year Certificates-z 1.41 1.41 1.15
3 Weeks ago Federal Budget Deficit (bil. $)-a 1,330FY'25 1,201FY'24 1,154FY'23 …. Year High Date Low Date
Budget Surplus/Deficit (bil. $)-b, November –314.01 –66.56 –248.54 26.34 2 Year Treas Notes 4.62 4.70 4.33 6.70
Trade Deficit (bil. $, sa)-c, October –64.26 r-61.15 –78.33 -17.96 3 Year Treas Notes 4.36 4.46 4.06 7.39 U.S. Savings EE Bonds:
Current Market Exposure: 50% Treasury Gross Public Debt. (bil. $)-d 33,828.2 33,818.1 31,284.3 8.13 2023 4719.55 Dec 14 3808.10 Jan. 05
Equities, 50% Bonds, 0% Cash 5 Year Treas Notes 4.17 4.27 3.72 12.10 2022 4796.56 Jan. 04 3577.03 Oct. 12
Treasury Statutory Debt Limit (bil. $)-d * 31,381.5 …. …. Long-Term (5yrs+) 2.70 2.70 2.10
Consumer Installment Debt (bil. $)-e, October 4,989.9 r4,984.7 4,729.3 5.51 10 Year Treas Notes 4.19 4.32 3.52 19.03 2021 4808.93 Dec. 30 3700.65 Jan. 04
Source: Delta Investment 20 Year Treas Bds 4.48 4.67 3.76 19.15 2020 3756.07 Dec. 31 2237.40 Mar. 23 c-Annualized yields, adjusted for constant maturity, reported by the Federal
Management Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. Reserve on a weekly average basis. Sources: Tullett Prebon information, Ltd.
FHFA PMMS+ Nov 7.17 7.17 5.88 21.94 2019 3240.02 Dec. 27 2447.89 Jan. 03
www.deltaim.com, (415) Report, d-Daily Treasury Statement, e-Monthly Federal Reserve Release. *Statutory debt limit temporarily Factset. z-Bankrate.com.
249-6337 suspended through January 1, 2025. Fed annualized yields adjusted for constant maturity. 2018 2930.75 Sept. 20 2351.10 Dec. 24
Barron’s Gold Mining Index

12-Month Year Week %
Weekly Bond Statistics Dividend Payment Boosts Top 5 Insider Purchases by
High Low
983.45 744.74 Gold mining
12/14
882.08
12/7
828.26
Ago
832.63
Chg.
+6.50
New Offerings, (mil $) (v) Last Week Prev. Week Yr Ago
Company Name-Ticker Symbol (Exchange)
Adjusted
Yield Period To From
%
Increase
Record
Date
Ex-Div
Date
Payment
Date Company in 2023
Corporate (z) 3,956 r19,934 1,782 ABM Industries-ABM (NYSE) 1.9 Q .225 .22 2.3 % 1-04 1-03 2-05 Number of Number of Avg.
Municipal (z) 4,593 r13,476 5,329 Acme United-ACU (NYSE AMER ) 1.5 Q .15 .14 7.1 1-05 1-04 1-26 Company Sym Insiders Shares $ Value Price
AES-AES (NYSE) 3.4 Q .1725 .1659 4.0 2-01 1-31 2-15 B Riley Financial RILY 26 541,356 20,693,715 $38.23
Best Grade Bonds-y
Gold & Silver Prices (Barron's index of 10 high-grade corporate bonds.)
AGNC Invt Pfd. C-AGNCN (Nasdaq)
Albany International-AIN (NYSE)
Alexander & Baldwin-ALEX (NYSE)
10.8
1.1
4.8
Q .68843 .65541
Q
Q
.26
.2225
.25
.22
5.0
4.0
1.1
1-01
12-19
12-22
12-28
12-18
12-21
1-16
1-08
1-08
FidelityNationalInformationServices
Asana
FIS 14 23,197 1,503,942
ASAN 12 2,575,56250,482,004
$64.83
$19.60
Handy & Harman 12/15 12/8 Year Ago 3.71 3.74 4.11
American Eagle Outfitters-AEO (NYSE) 2.5 Q .125 .10 25.0 1-05 1-04 1-19 Forward Air FWRD 12 37,059 2,493,323 $67.28
Gold, troy ounce 2032.30 2008.10 1792.55 Interm-Grade Bonds-y American Tower REIT-AMT (NYSE) 3.0 Q 1.70 1.62 4.9 12-28 12-27 2-01 Keurig Dr Pepper KDP 12 274,444 9,085,355 $33.10
Silver, troy ounce 24.00 23.16 23.06 Amgen-AMGN (Nasdaq) 3.3 Q 2.25 2.13 5.6 2-16 2-15 3-07
(Barron's index of 10 medium-grade corporate bonds.) ArrowMark Financial-BANX (Nasdaq) 10.0 Q .45 .42 7.1 12-29 12-28 1-05 Top 5 Insider Sales by Company in 2023
Base for pricing gold and silver contents of shipments and for making 4.84 5.01 5.20 Barings Corp Investors-MCI (NYSE) 8.9 Q .38 .37 2.7 12-29 12-28 1-19
refining settlement. Barings Part Investors-MPV (NYSE) 9.9 Q .35 .34 2.9 12-29 12-28 1-19 Atlassian TEAM 83 1,869,907334,278,975 $178.77
Confidence Index DTE Energy-DTE (NYSE) 3.7 Q 1.02 .9525 7.1 12-18 12-15 1-15 Salesforce CRM 74 2,158,842475,777,321 $220.39
Coins Price Premium $ Premium % Eli Lilly-LLY (NYSE) 0.9 Q 1.30 1.13 15.0 2-15 2-14 3-08 Datadog DDOG 56 2,806,988258,046,578 $91.93
(High-grade index divided by intermediate-grade index; decline in Enbridge-ENB (NYSE) 7.6 Q .673083 .6614 1.8 2-15 2-14 3-01
Krugerrand 2102.05 80.85 4.00 latter vs. former generally indicates rising confidence, pointing to Fortune Brands Innovation-FBIN (NYSE) 1.2 Q .24 .23 4.3 2-23 2-22 3-13 Airbnb ABNB 39 3,377,472422,103,076 $124.98
Maple Leaf 2122.26 101.06 5.00 higher stocks.)
Mexican Peso 2444.96 8.00 0.33 Franklin Resources-BEN (NYSE) 4.1 Q .31 .30 3.3 1-03 1-02 1-12 Palantir Technologies PLTR 3811,680,135187,371,754 $16.04
76.7 74.7 79.0
Austria Crown 1984.18 3.00 0.15 Invitation Homes-INVH (NYSE) 3.3 Q .28 .26 7.7 12-27 12-26 1-19
Austria Phil 2122.26 101.06 5.00 Japan Smaller Cap Fd-JOF (NYSE) 3.5 A .2655 .0461 475.9 12-19 12-18 12-27
U.S. Eagles 2122.26 101.06 5.00 Other Confidence Indicators: Lamb Weston Holdings-LW (NYSE) 1.4 Q .36 .28 28.6 2-02 2-01 3-01
Premium is the amount over the value of the gold content in the coin.
Source Manfra, Tordella & Brookes, Inc. Bullion spot gold price 2021.2 Bloomberg Barclays US Long Treasury*
Marriott Vacations-VAC (NYSE)
Mexico Fund-MXF (NYSE)
3.4
4.7
Q
Q
.76
.22
.72
.20
5.6
10.0
12-21
1-17
12-20
1-16
1-04
1-25
Week’s Week’s
(This index measures the performance of fixed-rate, nominal US
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.)
Mid-Amer Apt Communities-MAA (NYSE)
Norwood Financial-NWFL (Nasdaq)
4.2
3.8
Q
Q
1.47
.30
1.40
.29
5.0
3.4
1-12
1-12
1-11
1-11
1-31
2-01 Dividend Dividend
Nucor-NUE (NYSE) 1.2 Q .54 .51 5.9 12-29 12-28 2-09
Gold Performance Bloomberg Barclays US Credit
3241.51 3085.62 3355.93
nVent Electric-NVT (NYSE)
Pentair-PNR (NYSE)
1.3
1.3
Q
Q
.19
.23
.175
.22
8.6
4.5
1-19
1-19
1-18
1-18
2-02
2-02
Payment Payment
Shining Bright: Gold gained almost 1% on Pfizer-PFE (NYSE) 6.1 Q .42 .41 2.4 1-26 1-25 3-01 This list includes payouts on This list includes payouts on
(This index includes all publicly issued, fixed-rate, non-convertible, Preferred Bank LA-PFBC (Nasdaq) 3.8 Q .70 .55 27.3 1-08 1-05 1-22 common stocks. common stocks.
the week to about $2,020. investment-grade, dollar-denominated, SEC-registered corporate Realty Income-O (NYSE) 5.4 M .2565 .256 0.2 1-02 12-29 1-12
debt.) NYSE NASDAQ
ReposiTrak-TRAK (NYSE) 0.6 Q .0165 .015 10.0 12-29 12-28 2-01
20 3050.01 2979.90 2900.22
Ryman Hospitality Prop-RHP (NYSE) 3.5 Q 1.10 1.00 10.0 12-29 12-28 1-16 Monday (December 18) Monday (December 18)
Ryan Labs Treasury Index
SITE Centers-SITC (NYSE) 3.7 Q .16 .13 23.1 12-27 12-26 1-12 Assurant .72 AAON .08
Handy & Harman Gold Price Swiss Helvetia Fund-SWZ (NYSE) 6.4 Q .129 .12285 5.0 12-19 12-18 12-29 Bluegreen Vacations .20 Adeia .05
15 (Index of total return from active Treasury notes and bonds. Dec. Toro Co-TTC (NYSE) 1.6 Q .36 .34 5.9 12-27 12-26 1-11 Civeo .25 Capital City Bank Group .20
31, 1996=100.) U.S. Bancorp-USB (NYSE) 4.3 Q .49 .48 2.1 12-29 12-28 1-16 Duke Energy 1.025 Commerce Bancshares .257
275.74 270.83 272.13 US Bancorp Pfd. B-USBpH (NYSE) 6.6 Q .399656 .394167 1.4 12-29 12-28 1-16 Gildan Activewear .186 Linde 1.275
Insperity .57
10 WD-40-WDFC (Nasdaq) 1.5 Q .88 .83 6.0 1-19 1-18 1-31 Kontoor Brands .50
Star Bulk Carriers .22
Bond Buyer 20 Bond Index La-Z-Boy .20 Tuesday (December 19)
5
(Index of yields of 20 general obligation municipal bonds.)
3.46 3.41 3.59 Dividend Payment Reductions Adjusted % Record Ex-Div Payment
Mizuho Financial ADR
Tuesday (December 19)
BP ADR
.068
.436
Hibbett
Monro
.25
.28
Wednesday (December 20)
Bond Buyer Municipal Bond Index Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date NL Industries .07 Avnet .31
0 CLSeligmn Prem Tech Gr-STK (NYSE) 5.9 Q .2669 .4625 -42.3 % 12-18 12-15 1-23 Perrigo .273
Electronic Arts .19
(Index of 40 actively-traded tax-exempt bonds; component issues Stanley Black & Decker .81
are changed regularly to keep the index a current picture of the STMicroelectronics .06 Evergy .642
-5
market. Source: The Bond Buyer
4.63 4.67 4.50 Stock Splits/Dividends Special Dividends Terex
Xylem
.17
.33
Fastenal
Information Services
Old Dominion Freight Line
.38
.045
.40
Record Ex-Div Pay Record Ex-Div Pay Yum China Holdings .13
Stock/Bond Yield Gap-s Company Name-Ticker Symbol (Exchange) Amount Date Date Date Company Name-Ticker Symbol (Exchange) Amount Date Date Date Phibro Animal Health .12
Wednesday (December 20) Principal Financial Group .67
-10 None iRadimed-IRMD (NCM ) 0.48 12-22 12-21 1-12 Alamos Gold .025 Teradyne .11
(Difference between yield on highest-grade corporate bonds and
yield on stocks on the DJIA.) MBIA Inc-MBI (NYSE) 8.00 12-18 12-26 12-22 Ardagh Metal Packaging .10
Barron's Gold Mining Index (882.08) Thursday (December 21)
-1.75 -1.72 -2.02 Saga Communications Cl A-SGA (Nasdaq) 2.00 12-20 12-19 1-12 Avery Dennison .81
J F M A M J J A S O N
-15
Yield on DJ Equal Weight US Corp Bond Idx: Week’s Ex- Week’s Ex- Spirit Airlines-SAVE (NYSE)
TIM ADR-TIMB (NYSE)
0.10
0.28
12-22
12-26
12-21 12-29
12-22 1-31
Cedar Fair Dep Rec
Compass Minerals
Dominion Energy
.30
.15
.668
Avis Budget Group
Deswell Industries
Kanzhun ADR
10.00
.10
.18
Corp Bonds, (y) 5.18 5.51 5.21
Dividend Dividend WR Berkley-WRB (NYSE) 0.50 12-18 12-15 12-27 Donaldson Co
Euronav
.25
.57 Friday (December 22)
Gerdau ADR .096 CSG Systems International .28
v-Week ended Thursday. y-Yield to maturity, week ended Thursday. z-
Dates Dates U.S. Treasury Bills
Source: LSEG.*Barclays T-Bond Index discontinued by firm. ICL Group .053 Exponent .26
Kohl's .50 First Finl Northwest .13
Wkly Ask Liberty Energy .07 Flushing Financial .22
This list includes payouts on This list includes payouts on Maturity Bid Asked Chg. Yld. P10 .032
common stocks. common stocks. HealthStream .025
PJT Partners .25
Federal Reserve Data Bank NYSE NASDAQ
December 19
December 21
December 26
5.27
5.29
5.29
5.26
5.28
5.28
....
0.01
0.01
5.35
5.37
5.37
PVH Corp.
RLI Corp
.038
.27
Jack Henry & Associates .52
NAPCO Security Techs
Nasdaq
.08
.22
Tuesday (December 19) Tuesday (December 19) RLI Corp 2.00
One week ended Dec 13: December 28 5.31 5.30 0.03 5.38 Northrim Bancorp .60
Dine Brands Global .51 Broadcom 5.25 January 02 5.26 5.25 .... 5.34 Shell ADR .662 Penns Woods Bancorp .32
Member Bank Latest Prev. Week Year Ago Ituran Location & Ctrl .24 January 04 5.24 5.23 -0.01 5.33 Tsakos Energy Navigation .30 TriCo Bancshares .30
Ecopetrol ADR .148 Valero Energy 1.02
Mercer International .075 January 09 5.24 5.23 -0.03 5.33 Victory Capital Cl A .32
Reserve Chgs. (Mil. $) Week Change Change Ecopetrol ADR .68 Saga Communications 2.00 VF Corp .09
Medtronic .69 January 11 5.26 5.25 0.01 5.36 XP .73
Silver Spike Investment .45 January 16 5.27 5.26 0.01 5.37
U.S. Gov't securities: Nordic American Tankers .06 Silver Spike Investment .25 Thursday (December 21)
January 18 5.27 5.26 0.01 5.37 Saturday (December 23)
Bought outright 7,259,719 -3,111 -915,215 Tootsie Roll Indus .09 Aris Water Solutions .09
UWM Holdings .10 Wednesday (December 20) January 23 5.25 5.24 -0.01 5.36 Cigna Group 1.23 NONE
H World Group ADR .31 January 25 5.26 5.25 0.03 5.36 Dun & Bradstreet .05
Federal agency secur: Vistra .213 Sunday (December 24)
H World Group ADR .62 January 30 5.27 5.26 0.04 5.38 Elevance Health 1.48
Bought outright 2,347 .... .... Western Union .235 February 01 5.26 5.25 0.02 5.37 NONE
Kulicke & Soffa Inds .20 FactSet Research Systems .98
Wednesday (December 20) Seagate Technology .70 February 06 5.26 5.25 .... 5.38 Franco-Nevada .34
Reserve bank credit: Smith & Wesson Brands .12 February 08 5.26 5.25 0.02 5.38 HSBC Holdings ADR .50
Primary Credit
Secondary Credit
2,058
1
-52
+1
-4,167
+1
Alibaba Group ADR
Altria Group
Caleres
1.00
.98
.07
Thursday (December 21)
February 13
February 15
5.27
5.24
5.26
5.23
0.04
....
5.40
5.36
Mosaic
Navigator Holdings
.20
.05
Week’s
Bank7 .21 February 20 5.25 5.24 0.01 5.37 Orange ADR .32
Seasonal Credit
Float
25
-209
+8
+92
+25
-58
Carrier Global
Korn Ferry
.19
.33
First Guaranty Bancshares
Hackett Group
.16
.11
February 22
February 27
5.24
5.24
5.23
5.23
....
....
5.36
5.37
RB Global
Steris
.27
.52
Dividend
MarketWise .01
Other F.R. Assets
Total Fed Credit #
36,636
7,701,804
+3,150
+4,515
+1,729
-845,147
Marriott Vacations
Overseas Shipholding A
Philip Morris Intl
.76
.06
1.30
Virco Manufacturing .02
February 29
March 05
March 07
5.24
5.24
5.22
5.23
5.23
5.21
0.02
0.02
....
5.37
5.38
5.36
Vaalco Energy
Valhi
Vontier
.062
.08
.025
Payment
Friday (December 22)
Gold stock 11,041 .... .... Restaurant Brands Intl .55 March 12 5.20 5.19 -0.02 5.34 This list includes payouts on
Elbit Systems .50 March 14 5.24 5.23 0.05 5.38 Friday (December 22) common stocks.
SDR Certif. Accounts 5,200 .... .... Southwest Airlines .18
Synovus Financial .38 Saturday (December 23) March 19 5.21 5.20 -0.02 5.36 Ametek .25
Treas. Curr. Outst. 52,574 +14 +545 March 21 5.23 5.22 0.01 5.38 BlackRock 5.00 NYSE American
Turkcell Iletisim ADR .095 NONE
Total 7,788,756 +4,517 -844,715 March 26 5.22 5.21 .... 5.37 CNO Financial Group .15
VICI Properties .415 Sunday (December 24) Fidelity Natl Info Svcs .52 Monday (December 18)
Currency in circ 2,330,909 -551 +35,828 March 28 5.20 5.19 0.01 5.36
Thursday (December 21) NONE April 02 5.21 5.20 -0.02 5.37 Genpact .138 B2Gold .04
Treas. Cash Hldgs 403 +6 +303 Guess .30
April 04 5.23 5.22 0.02 5.39
Treas. Fed Deposits 658,440 -24,069 +302,923 Arcos Dorados Holdings A .04 Monday (December 25) Insteel Industries .03 Tuesday (December 19)
April 09 5.21 5.20 -0.02 5.37
Foreign Fed Deposits 9,691 -730 +1,255 Boyd Gaming .16 NONE April 11 5.19 5.18 -0.01 5.34 Insteel Industries 2.50
British Amer Tobacco ADR .701 Juniper Networks .22 NONE
Other Fed Deposits 157,073 -2,837 -47,709 April 16 5.22 5.21 .... 5.39
Global Indemnity .25 April 18 5.22 5.21 0.04 5.39 Knight-Swift Transport .14
Other FR liab/cap -71,982 +1,642 -108,781 Wednesday (December 20)
Total factors 4,248,137 -22,729 -1,196,700
Spirit Airlines
.10
Week’s Ex- April 25
May 02
5.20
5.18
5.19
5.17
0.03
0.03
5.38
5.36
MBIA Inc
Moelis
Newmont
8.00
.60
.40
Chicago Rivet & Machine .10
Reserves F.R. banks 3,540,619 +27,245 +351,985 May 09 5.16 5.15 0.01 5.34
Fgn hold U.S. debt 3,388,580 +2,544 +80,135 Portland Gen Electric
TIM ADR
.475
.276
Dividend May 16
May 23
5.11
5.12
5.10
5.11
-0.03
-0.03
5.30
5.31
NOV
Petroleo Brasileiro ADR .235
.05
Petroleo Brasileiro ADR A .235

Thursday (December 21)
NONE
Reserve Aggr (Mil. $) Latest Prev. Month % Year

Vail Resorts
Saturday (December 23)
2.06
Dates May 30 '24
Jun 06 '24
Jun 13 '24
5.10
5.10
5.11
5.09
5.09
5.10
-0.03
-0.06
0.03
5.30
5.30
5.32
Pioneer Natural Resources 1.25
Pioneer Natural Resources 1.95
Month Ended Oct: Month Month Chg. Ago RLX Technology ADR .008 Espey Mfg & Elec .15
NONE This list includes payouts on Jul 11 '24 4.89 4.88 -0.07 5.09 W & T Offshore .01
Total Reserves: 3,276,500 3,239,600 1.14 3,055,700 common stocks. Aug 08 '24 4.89 4.88 -0.12 5.09 Saturday (December 23)
Sunday (December 24) Sep 05 '24 4.86 4.85 -0.11 5.07 Saturday (December 23)
Nonborrowed Res 3,104,600 3,017,400 2.89 3,035,900 NYSE American NONE
NONE Oct 03 '24 4.79 4.78 -0.08 5.00 NONE
Borrowed Reserves 171,891 222,201 -22.64 19,828 Oct 31 '24 4.70 4.69 -0.16 4.92
Monday (December 25) Tues. (Dec. 19)-Mon. (Dec. 25) Sunday (December 24) Sunday (December 24)
Monetary Base 5,601,300 5,567,300 0.61 5,340,200 Nov 29 '24 4.69 4.68 -0.17 4.92
NONE NONE NONE NONE
CheckPoint IES Holdings PerellaWeinberg Workday EigerBioPharma NorthernTechsIntl X4 Pharm CentralPuerto HoulihanLokey Q2 TaylorMorrison
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ChipMOSTechs ImmixBiopharma PhillipsEdison Xerox ElectraBatteryMtls Novavax XBPEurope CenturyComm Hovnanian QuanexBldg TelefonicaBras
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ArmstrongWorld
NEW LOWS BitBrother MartinMarietta TIM Yeti YumChina
AN2 Therap ErieIndemnity McGrathRent Smith-Midland InspiraTech SidusSpace ArtisanPtrsAsset FedAgriMtg C
AdamsRscs BogotaFinl Masco Tanger Zoetis ZTO Express
AnalogDevices Escalade Medpace SolenoTherap InspireVeterinary Sientra Artivion FederalSignal
AditEdTechA BoneBiologics MasterBrand
Andersons ESH Acqn A MercantileBank SoMO Bancorp InteractStrength SMXSecurityMatters AspenAerogels FedEx
Mastercard
AgeX Therap
AirspanNetworks
ApogeeEnt
Apple
Exelixis
Expedia
MerchantsBancorp
MerrimackPharm
SouthPlainsFin
SouthState
BrenmillerEner
Brightcove
Intergroup
Intrusion
SnowLakeRscs
SolGelTech
AssuredGuaranty
AtmusFiltration
Ferguson
Ferrari
Materion
Matson
Distributions & Offerings
AmpioPharm AppliedOptoelec F5 MetroCityBkshs Splunk BrightGreen Ioneer Sonder Autoliv FidNatlFinl
Ashford MeridianLink Secondary Distributions of common stocks
AppliedTherap Fastenal MicronTech SpringValleyII A BrilliantAcqn JaguarHealth SPAR Group AveryDennison FirstAmerFin
MeritageHomes
BattalionOil
ApplMaterials Ferroglobe MiddlefieldBanc SpringWorks BroogeEnergy Jiuzi SportsMapTech AxaltaCoating FirstBanCorp AC Immune SA 14,300,000 $3.50 $50,050,000
MillerIndustries
BoqiiHolding APxAcqnI A FidelityD&D MillerKnoll SproutsFarmers BRP JohnsonOutdoors Srivaru AxosFinancial Fiserv
MirionTech AerSale 4,000,000 $12.75 $51,000,000
DSS Ardelyx FinWiseBancorp MiMedx StevenMadden BullfrogAI JupiterAcqn SSR Mining BancodeChile FlameAcqnA
ModineMfg Blue Bird 2,500,000 $25.25 $63,125,000
1847Holdings Arm FirstAdvantage MirumPharm StoneBridgeA BurgerFiIntl KaivalBrands SunriseNewEner Bladex Fluor
Moelis Eos Energy Enterprises 34,482,759 $1.45 $50,000,001
Enservco Arvinas FirstBank monday.com StoneCo BurningRockBio KaixinAuto Sunworks BancoSantander FomentoEconMex
MolinaHealthcare Gulfport Energy 653,464 $128.90 $84,231,510
Flanigans Atlassian FirstBusey MonolithicPower SummitFin ByndCannasoft KaryopharmTherap Taoping BanyanAcqnA Forestar
MoneyLion
Graphex AuroraInnov FirstBusFinSvcs MorphoSys SuperiorGroup ByteAcqnA Katapult TarenaIntl ForgeGlobal Heritage Insurance Holdings 3,703,703 $6.75 $24,999,995
BellRing Moody's
HoustonAmEner AuroraTechA FirstCash MountainI A Synopsys Caesarstone KintaraTherap TargetHosp BerryGlobal FortuneBrands Kinetik Holdings 7,475,000 $31.50 $235,462,500
MotorolaSol
ITTechPkg Autodesk FirstCitizBcshA MrCooper T-MobileUS Canaan KwesstMicroSys TCBioPharm Biohaven FullerHB Liquidia Technologies 3,491,620 $7.16 $24,999,999
NGL Energy
iBio AutolusTherap FirstCommBkshs NeoGames TakeTwoSoftware CanterburyPark KY FirstFedBncp TDH Birkenstock GMS Milestone Scientific 4,765,000 $0.63 $3,001,950
NRG Energy
IndonesiaEnergy AvePoint FirstMidBcshs Nephros Talkspace Carecloud Largo Techprecision BlackRock Gap NVR Ocular Therapeutix 35,420,000 $3.25 $115,115,000
KulrTech AxonEnterprise FirstNatlVA Newmark TatTechnologies CareMax LesakaTech Tharimmune Blackstone Garmin NaturalResPtrs SilverBow Resources 2,200,000 $27.50 $60,500,000
LineageCell Balchem FirstService NewsCorp A TheBancorp CEA Inds LexinFintech ThermoGenesis BlendLabs Gartner NewOrientalEduc Singlepoint 800,000 $5.00 $4,000,000
MaiaBiotech BankOZK FirstUS Bcshs NewsCorp B TileShop Celularity LiveVentures TigoEnergy BlockHR GeneralDynamics NewMarket Sun Country Airlines Holdings 4,000,000 $16.15 $64,600,000
Mynd.ai BanzaiIntl FitLifeBrands Nextracker Tiptree CenntroElec LogicMark TitanPharm BlueOwlCapital GeneralElec NexGenEnergy
BarrettBus Flex Nordson TPG ChargeEnt LQR House ToughBuiltInds BlueLinx GenieEnergy Surgery Ptnrs 8,000,000 $33.75 $270,000,000
NightHawkBio nVentElectric
NovaBayPharm BayCom Fonar NortheastBank TrailblazerI A ChavantCap LuminarTech TreasureGlobal Boeing GenworthFin OFGBancorp Syndax Pharmaceuticals 10,810,810 $18.50 $199,999,985
NovaGoldRscs BelFuse B FormFactor NortheastCmBncp TriumphFinl ChemomabTherap MainzBiomed TroikaMedia BoiseCascade Glaukos Oil-Dri Veru 45,833,333 $0.72 $33,000,000
Nuburu BeliteBio Freshpet NorthrimBanCorp TrueCar Cingulate MaisonSolutions TuanChe BostonSci GlobalIndl OneMain Source: Dealogic LLC, New York City; (212) 577-4400.
OrlaMining Bitfarms Freshworks NorthViewAcqn TwinDisc CleanEarthA Mangoceuticals Tuniu Brady GlobalPtrs OntoInnovation
Blackbaud FRP Holdings Nova TwistBiosci CleanEnerFuels MaxeonSolar U Power Brink's GlobalPayments
Barron’s 50-Stock Average
PEDEVCO OppFi
Polished.com BlueprintMed FS Bancorp Nutanix Udemy Clene MDB Capital Urgent.ly BrinkerIntl Globant Orion
PowerREIT Booking FTAI Aviation Nuvalent UFP Inds CodaOctopus MediciNova US Energy BrixmorProp GoDaddy Oshkosh
BowenAcqn FTAI Infra NXP Semicon UnivDisplay CogentBio MediromHlthcr Uxin BrookdaleSrLiving GoldmanSachs Owens&Minor This index is a weighted average of 50 leading issues. Useful in security
QuantumFin valuation. Source: Barron's Stats
BridgeBioPharma G-IIIApparel OakValleyBncp US Lime&Min CollectiveAudience Mesoblast Vaccinex BrookfieldAsset Gorman-Rupp OwensCorning
RingEnergy
Broadcom GibraltarInds OlympicSteel VaronisSystems ComtechTel MicroCloudHologram Vaxxinity Brookfield Grainger PG&E Dec 14 Dec 7 Dec Yr-to-Yr
SigningDaySports
BusFirstBcshs GitLab OneSpaWorld Vaxcyte ConnexaSports micromobility.com VenusConcept BrookfieldReinsur GraniteConstr PGT Innovations 2023 2023 2022 % Chg
Southland
BV Financial GlobalLightsAcqn OrangeCtyBncp VeecoInstr CreativeMedia MiraPharm Veradigm BrookfieldReinsA1 Griffon PJT Partners S&P 500 Index 4719.55 4585.59 3921.50 20.35
StandardLithium
C&F Fin GoldenStarAcqn OrchardTherap VerraMobility CrownElectrokin MobileGlbEsports VertexEnergy Brown&Brown Grindr PROS Barron’s 50 Index 12282.64 11916.80 11455 7.22
TrilogyMetals
CabalettaBio GrandCanyonEduc OrrstownFinSvcs VersaBank CullinanOncology MolecularTemp VillageBank&Tr Brunswick Group1Auto PVH Projected quarterly earn 155.09 155.09 145.03 6.93
US Antimony
Canna-GlobalA HamiltonLane OxusAcqnA VertexPharm CuriosityStream MotusGI VincerxPharma Buenaventura GpoSupervielle PampaEnergia Annualized projected earn 620.35 620.35 580.12 6.93
UnvlSecInstr
CapitalBancorp HartfordUSQualGrw P&FIndustries VictoryCapital CyclacelPharm Movano ViraxBiolabs BuildersFirst GuildHldgs ParkHotels
VolitionRX Annualized projected P/E 19.80 19.21 19.7 0.27
CapStarFin Hawkins Paccar VircoMfg Cyngn Movella VirpaxPharm CBIZ HNI ParkerHannifin
Five-year average earn 520.07 520.07 461.35 12.73
Nasdaq CARGOTherapeutics HCM Acqn A PactivEvergreen VirginiaNatBksh DadaNexus MullenAuto VisionaryEduc CBRE Group HarmonyGold PegasusDigA
Five-year average P/E 23.62 22.91 24.8 –4.88
Carlyle HMN Fin PaloAltoNtwks VSE Datasea NaaSTechnology Vodafone CNO Financial HartfordFinl PennyMacFin
NEW HIGHS CarrolsRestr HollysysAuto PangaeaLogistics Waldencast DigitalAlly NauticusRobot Volcon CRH HavertyFurn A Pentair
Year-end earn 682.31 682.31 601.27 13.48
1stSource CASI Pharm HomeBancorp PasitheaTherap WesternDigital DuneAcqnA NearIntelligence VS Media CadenceBank Heico PerformanceFood Year-end P/E 18.00 17.47 19.1 –5.51
99Acqn CavcoIndustries HookerFurnishings PatrickIndustries WeycoGroup EaglePharm NemauraMedical Vuzix CapitalOne Heico A Pinterest Year-end earns yield, % 5.56 5.73 5.2 5.81
AAON CDW HostHotels PatriotTransport Wingstop ECARX NeptuneWellness WearableDevices CardinalHealth Hilton PiperSandler Best grade bond yields, % 3.71 3.74 4.42 –16.10
AC Immune CellebriteDI Icon PCConnection Winmark ECDAutoDesign NioCorpDevts WeBuyGlobal CareTrustREIT HimalayaShipping PlymouthIndREIT Bond yields/stock ylds, % 0.67 0.65 0.84 –20.72
ACI Worldwide CentralGarden Icosavax PCTEL WintrustFinl EcoWavePower NiuTech WhereFoodComes Carlisle HomeBancShares Progressive Actual year-end divs 252.94 252.70 238.01 6.27
ACNB ChansonIntl IDEAYA Bio PDD Wix.com Edgio noco-noco WindtreeTherap Celanese HomeDepot Prologis Actual yr-end divs yld, % 2.06 2.12 2.08 –0.91
Adobe ChavantCap IdexxLab PeoplesBncpOH Woodward EducDev Nogin Workhorse Celestica DR Horton PulteGroup
O T H E R VO I C E S
As the government races to put a floor under GDP,
will BOJ Gov. Kazuo Ueda have the courage to pull
the tatami mat out from under the economy?
suggest a rebound this quarter. And For a decade, successive Japanese

though inflation rose 2.6% year over governments have prodded Japan’s
year in November, well above Japan’s 100-plus regional banks to consoli-
2% target, there are signs that price date. And with little luck.
pressures are cooling. These institutions serve aging and
The past 30 years are littered with less economically vibrant regions. With
examples of BOJ leaders getting less and less business to go around,
blamed for wrecking economic recov- credit spreads tightening, and margins
eries. Look no further than 2006 and disappearing, many regional lenders
2007, when then-Gov. Toshihiko Fu- plow cash into government bonds.
kui hiked rates twice. That was after This dynamic helps explain why
he ended the quantitative easing that the monetary multiplier effect that
the BOJ had pioneered in 2001. makes QE so powerful is eluding the
The resulting recession caused BOJ. It also leaves a vital segment of
a political earthquake in Tokyo. In Japan’s banking system exposed to
2008, when a new governor arrived, surging yields. If regional lenders
the BOJ returned to QE. Then Har- struggle when money is essentially
uhiko Kuroda arrived in 2013 to super- free, the fallout from a rate U-turn by
size things. By 2018, Gov. Kuroda had Ueda could be extreme.
loaded the BOJ’s balance sheet with so Four, Japan Inc. is addicted to free
many bonds and stocks that it topped money: 25 years of zero borrowing
Japan’s $4.8 trillion GDP. Plotting an costs will warp any economy. In 1999,
exit now falls to Ueda. Japan was the first G-7 economy to
Two, China is in a deflationary slash rates to zero. Tokyo then devised
funk. The slowest growth in decades, the QE that the Fed, European Central
a property-default crisis, record youth Bank, and others would eventually
Pressure Is Rising on
unemployment, and deflation have deploy. But while the rest of the globe
Chinese leader Xi Jinping and Pan’s has eased off the emergency measures,
PBOC scrambling to stabilize things. Prime Minister Fumio Kishida’s econ-
China is Japan’s top trading part- omy is still stuck on them.
The Bank of Japan. A

ner. How the export/import channel For Japan’s CEOs, this predicament
fares in 2024 is anyone’s guess. The is a reason to keep wages flat. Why
same goes for China exporting defla- pay more when BOJ policies suggest
tionary pressures the way Japan once the economy isn’t ready? And when
Pivot Still Isn’t Likely.

did. And then there’s the exchange- zero rates let government after gov-
rate wild card. ernment punt Japan’s troubles rather
The yen rallied sharply in recent than acting to increase innovation and
days amid speculation that Ueda is competitiveness?
ready to begin exiting QE. Traders Yet the BOJ fears the potential
reacted after Ueda told Parliament fallout from tighter policy. If yields
I
on Dec. 8 that the BOJ is mulling jumped to, say, 2% or 3%, banks, com-
f you think central bank lead- BY WILLIAM under extreme pressure from markets options. His team has since walked panies, local governments, pension
ers Jerome Powell in Wash- PESEK to begin exiting Tokyo’s 22-year-old back his comments. and insurance funds, universities,
ington and Pan Gongsheng The writer is a experiment in quantitative easing. No policy shift would boost Chi- endowments, the postal system, and
in Beijing face a rough 2024, longtime Asia Bets are soaring that such a pivot nese GDP faster than driving the growing ranks of retirees would sus-
spare a thought for Kazuo opinion writer, might come as soon as the BOJ’s exchange rate lower, a strategy that tain big losses.
Ueda in Tokyo. based in Tokyo, Dec. 18-19 policy meeting. Japan perfected over the past 25 years. Recession fears have Kishida
Sure, Federal Reserve Chairman and author of Clearly, a shift is warranted. The Clearly, Ueda is loath to let the yen scrambling to roll out fresh fiscal
Powell is walking a tightrope between Japanization: gap between U.S. and Japanese yields skyrocket when China might fill the stimulus. This, too, is sure to weigh on
a solid economy and markets clamor- What the World is causing tensions in credit markets. void with a weaker yuan. the Ueda BOJ. As Kishida’s team races
ing for interest-rate cuts. People’s Bank Can Learn from Yet a hawkish about-face from Ueda’s Three, Tokyo hasn’t solved its SVB to put a floor under GDP, will Ueda
of China Gov. Pan, meantime, con- Japan’s Lost BOJ remains unlikely, for four reasons. problem. The reference here, of course, have the courage to pull the tatami
Illustration by Matt Chase

fronts a property crisis, cratering Decades. One, Japan might already be in is to Silicon Valley Bank, whose col- mat out from under Japan’s economy?
growth, and deflationary pressures recession. Gross domestic product lapse in March spooked Tokyo regula- Anything is possible. It’s more
fueling “Japanization” talk. But neither contracted 2.9% in the July-September tors. Japan is overloaded with medium- likely, though, that investors betting
is in Bank of Japan Gov. Ueda’s shoes. period from the previous quarter, the size regional lenders that prefer on fireworks in Tokyo will be disap-
Eight months into arguably the steepest since the depths of Covid in investing in longer-maturity govern- pointed as the BOJ opts for minor
worst job in global economics, Ueda is mid-2020. More recent data don’t ment debt over extending loans. tweaks over upheaval. B
RETIREMENT MAILBAG
The 2023 RMD Deadline Hitting a Brick Wall
Is Fast Approaching
With Higher Rates
BY ELIZABETH O’BRIEN If you need your RMD to meet living To the Editor: Street, Dec. 8). If the Fed abandons quan-
expenses, you can automate withdrawals Money parked in Treasuries and money- titative tightening in the face of massive
A
s the deadline nears for taking on a schedule. A regular, paycheck-like market funds is now throwing off nearly Treasury issuance or collapses rates to
required minimum distributions, withdrawal helps both with budgeting and $23 billion a month to savers in those allow zombie companies to roll over their
about 20% of retirement account satisfying your RMD, says Chris Briscoe, investments (“Higher Interest Rates debt, gold will become virtually weight-
holders who must make these director of financial planning at Girard Are Here to Stay. What It Means for less in this analogy.
withdrawals this year have yet to do so, Advisory Services in King of Prussia, Pa. the Economy,” Cover Story, Dec. 8). Gene Sweet
data from Fidelity Investments suggest. About 40% of Fidelity’s RMD-eligible That’s a huge positive. Chicago
The data used in Fidelity’s estimate customers choose to automate their with- The big negative is that all of this
was current as of Nov. 28. The deadline for drawals, according to Rita Assaf, vice government spending is yielding zero
taking RMDs is Dec. 31, so it isn’t too late, president of retirement products. in productivity gains for the country. Silver Lining Playbook
but waiting until the last minute is risky Fidelity defaults to withdrawing 10% Going forward with longer-term higher
because the transactions involved often of RMDs for federal taxes—customers rates, this will become a brick wall. To the Editor:
require a few business days. can change that amount if they wish—and Walter Milano For the first time in history, ransom-
RMDs are the government’s way of state taxes are withheld according to state- On Barrons.com ware attaches a real financial penalty
getting its share of retirement savings specific requirements. If you don’t have to running insecure information soft-
that have grown tax-deferred for decades. enough withheld from your withdrawals, ware (“How Ransomware Gangs Are
Starting in your early 70s—or possibly you risk owing money at tax time. Bonds for Retirees Fueling a New Cybersecurity Arms
earlier, if you inherit an account—you Those who don’t need their RMD for Race,” Dec. 6).
must withdraw a certain sum from your living expenses often like to see how the To the Editor: Therefore, ransomware may be the
qualifying retirement accounts each year. market performs before taking their Elizabeth O’Brien’s piece on how retirees only thing that will drive an increase
Generally, that means traditional require- withdrawal. Waiting has paid off in 2023: can benefit from higher interest rates is in software security and protect Ameri-
ment accounts; Roth 401(k)s are subject Hanging onto your RMD has allowed that both timely and beneficial to me person- cans from cyberattacks from foreign
to RMDs this year but will become exempt money to benefit from the stock market’s ally, since, after 43 years in the workforce, adversaries.
starting in 2024. The amount withdrawn strong gains in November and so far this I tendered my retirement notice this past The U.S. government and companies
counts toward your taxable income. month. Last year was a different story, as week (“Interest Rates Are Going to Stay under its jurisdiction have failed to
This year is unusual in that there isn’t stocks and bonds both tanked. Higher. 3 Ways to Benefit in Retirement,” achieve cybersecurity over decades
a big cohort of 70-somethings taking their People who don’t need their RMD can Dec. 8). Most helpful, I think, is the rec- under the existing paradigm. Ransom-
RMDs for the first time. The starting age donate it to charity through a qualifying ommendation to buy bonds soon. ware may finally provide the solution,
had been 72 until the Secure 2.0 Act charitable distribution, or QCD. In this How that plays out, we’ll leave to time. either by causing software users to
passed at the end of 2022 bumped it up approach, account holders never touch But since the Vanguard Total Bond Mar- adopt more-secure open-source soft-
to 73, effective this year. People turning their withdrawal—it goes directly from ket exchange-traded fund, which has a ware or by driving regulation that
73 this year were subject to the require- their brokerage firm to a qualifying non- paltry 0.03% expense ratio, is offered as pushes more of the cost of attack onto
ment last year at age 72, while people turn- profit. This process typically involves a an example, I’m going to give it serious the software companies rather than
ing 72 this year got a reprieve until 2024. check sent via mail, so it’s important to act consideration. on their hapless customers.
When it comes to timing your RMD, soon if you’d like to pursue it for this year. Joseph Tischner Andy Edstrom
there’s no right or wrong answer—unless Withdrawals donated through a QCD Farmingdale, N.Y. Los Angeles
you blow the deadline, that is. In that case, don’t count toward your taxable income
you’re subject to penalties of up to 25% for the year. This can be particularly bene-
of the amount not taken on time. The ficial for those whose RMDs would other- Gold and the Fed Send letters to Mail@Barrons.com.
amount you must withdraw is based on wise bump them into a higher income-tax To be considered for publication,
your age and your account balances at the bracket or a higher income tier for Medi- To the Editor: correspondence must bear the writer’s
end of the prior year, so waiting until the care premiums. It’s best to view gold as sitting on one end name, address, and phone number.
end of the year won’t affect the number. Briscoe says he has noticed an uptick of a seesaw and faith in the Federal Re- Letters are subject to editing.
(The amount is calculated across all of in clients interested in QCDs this year. serve and other central banks sitting on
your qualifying retirement accounts. Despite his best efforts to nudge them the other end. If that faith is high, gold
Financial firms usually calculate clients’ into action, some clients always go down will sit low (“Gold Prices Are Near Re- The Barron’s Daily is our morning briefing
RMDs, but it’s up to you to tally the total if to the wire with their RMD. His advice: cord Highs. They May Keep Climbing for what you need to know for the day.
you have accounts across multiple firms.) “Just get it over with.” B for the Next 10 Years,” Up & Down Wall Sign up at barrons.com/newsletters.
M W L C 10 11 12 H G R P 4 8 3 F 2 D 6 7 9 0 A I
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into advantage. Find your silver lining at mfs.com/silverlining.
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VOL. CIII NO. 51 DECEMBER 18, 2023 $5.00

Stocks to the Curb Striking Price: How to

Channeling St. Nick MARKET OUTLOOK

housing. Offices will take longer.

THE INDUSTRIAL SECTOR OF THE S&P 500 IN ONE ETF

XLI INDUSTRIAL SECTOR SPDR ETF TOP 10 HOLDINGS*

General Electric GE 4.18%

Hilton Worldwide . . . . . . . . . . . . . . . . . . . . . . . . . . 22 iShares MSCI Mexico . . . . . . . . . . . . . . . . . . . . . . . 8 Knight-Swift Transportation . . . . . . . . . . . . . . . 22

DEPUTY EDITORS Alex Eule, Ben Levisohn Paramount Global . . . . . . . . . . . . . . . . . . . . . . . . . . 14

See Alternatives from a new perspective

UP & D OWN WALL STREET

‘Soft Landing,’ This

Market Veteran Warns

Zulauf also anticipated a rally in boosted by the cheap currency, which

Up & Down Wall Street (continued)

Put Digital One bright spot for global investors is

Work ticipated a weak 2023 when we last caught

BKCH quarters of a percentage point by next De-

Greenspan. brought into line. The jobless rate was 3.7%

The biggest ideas

What can you do with SPY,

Scan to learn more about SPY

Not FDIC Insured No Bank Guarantee May Lose Value 5482849.1.1.AM.RTL

It’s time to diversify

I’m Bravely Following

The Bullish Crowd on

This Booming Stock

R E VIEW & PREV IEW 37,305.16 541.85

LAST WEEK TH IS WEEK

Markets. Stocks ticked up slightly to Tuesday 12/19

Illustration by Elias Stein

Over. What to-earnings-to-growth ratio, or PEG

Hedge Fund Secrets

Are Opening Up have a chilling effect on shareholder

Illustration by Liam Eisenberg

Here Come the Unicorns

Courtesy Redwood Materials

2024 MARKET OUTLOOK

rates, geopolitical surprises, and the real, or inflation-adjusted, interest

FINDING FIXED INCOME OPPORTUNITY

for next year. They earn that moniker

will support the results of cyclical

Stocks for 2025

Photo Illustration by Barron’s; Bloomberg (2),Dreamstime (4),Getty Images (4)

of research and process to help ﬁnancial

Thrivent Asset Management

Building Inﬂuence Through

January 30, 2024 | 1:00 PM ET

a conversation about the role of the modern board, their

10 Stocks for 2024 Class B shares, at $356, trade at a 2%

Turned Into a sales, as did mail-order businesses

Today, as we near the poem’s ness told Newsday.

Could Deliver Big

4 Stocks That Need to

BY AL ROOT Paying out half of the expected 2024 ANSWER

$107 billion. That’s a 10% equity return.

Tech Stocks Poised

For Another Big Year.