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HOW TO BET ON BITCOIN WITHOUT OWNING IT • PAGE 16
VOL. CI NO. 47 NOVEMBER 22, 2021 $5.00
INTERNATIONAL ROUNDTABLE
China’s Big President Xi Jinping is shaking up

China’s economy, and the impact
Moment
will be felt worldwide. Our panelists
highlight the risks and opportunities—
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C O N T ENTS 11.2 2.21 VOL.CI NO.47
P. 6 P. 18 P. 32
Up & Down Wall Street: Economy: Spending

The Fed Factor 13 Picks for a Changing China Could Spell Trouble
Investors are guessing at the pace Cover Story: Our International Roundtable panelists weigh the changes afoot in China By LISA BEILFUSS
of tapering and the next chief. and discuss the far-reaching effects on the global economy. Investors, take heed.
By RANDALL W. FORSYTH By RESHMA KAPADIA P. 33
P. 9
Income: Global Payouts
Downward Dragon Rebound Sharply
Streetwise: Inflation or Shares of Chinese companies listed on the mainland, By LAWRENCE C. STRAUSS
Not, Stick With Stocks in Hong Kong, and in the U.S. all have slumped since 150%
President Xi Jinping’s regulatory crackdown on
Gold and other supposed inflation P. 35
runaway growth.
hedges don’t quite measure up.
By JACK HOUGH 125
Trader: A Slow Grind
Higher for Stocks
P. 12 Invesco Golden Dragon China / PGJ By AVI SALZMAN
100
Macy’s Stock Is Still iShares MSCI China A / CNYA P. 38
Worth Buying
Follow-Up: The retailer’s digital iShares MSCI China / MCHI Euro Trader: Adidas
75
business is showing spiffy growth. Gets Tripped Up
S&P 500
By LOGAN MOORE By PIERRE BRIANÇON
50
P. 13 P. 38
Options Are the New Emerging Markets:

25
Day-Trading Craze Buying China’s Bonds
The latest wave of stock-option By CRAIG MELLOW
speculators flips historical pricing
0
norms on their head. P. 39
By ANDREW BARY
Striking Price: It Takes
P. 14
-25 Guts to Play Rivian
2019 2020 2021
Dominion Energy as a By STEVEN M. SEARS
Sustainability Winner Source: FactSet

P. 40
The utility is adding to its clean-
energy assets, where regulation
Commodities: Cleaner
can bring more-reliable returns. Energy Favors Copper
By LAWRENCE C. STRAUSS HOW TO BET ON BITCOIN WITHOUT OWNING IT • PAGE 16
P. 28 P. 31 By MYRA P. SAEFONG
VOL. CI NO. 47 NOVEMBER 22, 2021 $5.00
Millennials Will Follow Tech Trader: Grab

P. 16 Barron’s Roundtable on
China’s Big
Their Parents’ Path Cisco While It’s Cheap
President Xi Jinping is shaking up
China’s economy, and the impact
Moment
will be felt worldwide. Our panelists
A Better Way to Bet

highlight the risks and opportunities—
and offer 13 stock picks. Page 18
Profile: The Smead Value fund is Supply-chain problems are Fox Business
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A Activision Blizzard . . . . . . . . . . . . . . . . . . . . . . . . . 45 Grayscale Bitcoin Trust . . . . . . . . . . . . . . . . . . . . 30 Kohl’s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,35 Micron Technology . . . . . . . . . . . . . . . . . . . . . . . . 43

Adidas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Adobe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 H Hain Celestial Group . . . . . . . . . . . . . . . . . . . . . . 41 L Lam Research . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Moderna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Advanced Micro Devices . . . . . . . . . . . . . . . . . . . 13 Home Depot . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35,45 Las Vegas Sands . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Agilent Technologies . . . . . . . . . . . . . . . . . . . . . . . 11 HP Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,31 LCI Industries . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Alchip Technologies . . . . . . . . . . . . . . . . . . . . . . . . 25 Leader Harmonious Drive Systems . . . . . . . . 25
Alibaba Group Holding . . . . . . . . . . . . . . . . . . . . 19 I Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Lennar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 N New Oriental Education & Tech Group . . . . 19
Alpine Immune Sciences . . . . . . . . . . . . . . . . . . . 41 Intuit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Liberty Media Formula One . . . . . . . . . . . . . . . 37 Nike . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,38
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Lowe's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35,45 Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17,35,43
American Tower . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 J Jacobs Engineering Group . . . . . . . . . . . . . . . . . 11 Lucid Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37,43
Analog Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Janus Henderson Group . . . . . . . . . . . . . . . . . . . 41
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,31,33 J.M. Smucker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 M Macy’s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,35,43
Arch Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Marathon Digital Holdings . . . . . . . . . . . . . . 13,16 O Occidental Petroleum . . . . . . . . . . . . . . . . . . . . . . 29
ASML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 K Keysight Technologies . . . . . . . . . . . . . . . . . . . . . 11 Medtronic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
AT&T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 KKR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Meituan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Autodesk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
AutoNation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 P Peabody Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
AutoZone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 PetroChina . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Avis Budget Group . . . . . . . . . . . . . . . . . . . . . . . . 13 Pfizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Plug Power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
PNC Financial Services Group . . . . . . . . . . . . . 45
Power & Digital Infrastructure Acquisition . 16
B Baidu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Puma . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Best Buy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
BHP Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Bird Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Rupert Murdoch Executive Chairman, News Corp
Boeing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones R Riot Blockchain . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Bright Horizons Family Solutions . . . . . . . . . . . 9 Rivian Automotive . . . . . . . . . . . . . . . . . . . . . . 37,39
SENIOR VICE PRESIDENT, BARRON’S GROUP Mae M. Cheng
Burlington Stores . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Royal Dutch Shell . . . . . . . . . . . . . . . . . . . . . . . . . 10
ASSOCIATE PUBLISHER, BARRON’S GROUP Dan Shar

MANAGING EDITOR, BARRON’S GROUP Dave Pettit
C Casper Sleep . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 EDITOR IN CHIEF David Cho S Silergy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29,36 Southwest Gas Holdings . . . . . . . . . . . . . . . . . . . 14
China Evergrande Group . . . . . . . . . . . . . 10,19,38 EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin Standard Lithium . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Cisco Systems . . . . . . . . . . . . . . . . . . . . . . . . . . 31,45 DEPUTY EDITOR Alex Eule
Ben LevisohnDEPUTY EDITOR
Stronghold Digital Mining . . . . . . . . . . . . . . . . . 17
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 EDITORIAL DIRECTOR, INVESTING & ASSET MANAGEMENT Beverly Goodman
Sunac China Holdings . . . . . . . . . . . . . . . . . . . . . 38
Coinbase Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt
Contemporary Amperex Technology . . . . . . . 24
CoreSite Realty . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 MANAGING EDITOR, DIGITAL Matt Bemer MANAGING EDITOR, FEATURES Jeffrey Cane
Coterra Energy. . . . . . . . . . . . . . . . . . . . . . . . . . . .36 MANAGING EDITOR, ENTERPRISE Brian Hershberg T Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
CyrusOne . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Tesla . . . . . . . . . . . . . . . . . . . . . . . . . 10,13,25,37,39,41
ASSISTANT MANAGING EDITORS Mary Romano, Robert Sabat Tilray . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Tokyo Electron . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz
D Deere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,11 SENIOR WRITERS Bill Alpert, Lisa Beilfuss, Daren Fonda, Al Root, Avi Salzman,
Dell Technologies . . . . . . . . . . . . . . . . . . . . . . . 11,31 Alexandra Scaggs, Lawrence C. Strauss
Dicerna Pharmaceuticals . . . . . . . . . . . . . . . . . . . 43 U Uber Technologies . . . . . . . . . . . . . . . . . . . . . . 25,41
Dick's Sporting Goods . . . . . . . . . . . . . . . . . . . . . 11 REPORTERS Luisa Beltran, Carleton English, Nicholas Jasinski, Evie Liu, Unilever . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
DiDi Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19,41 Shaina Mishkin, Josh Nathan-Kazis, Teresa Rivas, Connor Smith, Jacob Sonenshine Utilities Select Sector SPDR . . . . . . . . . . . . . . . 14
Dollar General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
STORY EDITORS Henry Cutter, Mel Gray, Ed Lin, Erin McCarthy, Stacy Ozol
Dollar Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,41
Dominion Energy . . . . . . . . . . . . . . . . . . . . . . . . . . 14 COPY DESK Michael J. Burlingham, Richard Rescigno, Robert Teitelman
D.R. Horton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 V VMware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
IDEAS EDITOR Matt Peterson
DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary
E EOG Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Clare McKeen W Walmart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,35
EQT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 WisdomTree Investments . . . . . . . . . . . . . . . . . . 30
ART DIRECTORS Robert Connolly, Nick Hallam, Sue Ng
Extra Space Storage . . . . . . . . . . . . . . . . . . . . . . . . 9 Wuxi Lead Intelligent Equipment . . . . . . . . . . 24
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Sam Kelly, Nicole Silver
RESEARCH DIRECTOR Pauline Yuelys RESEARCHER Dan Lam
STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima Z Zhongsheng Group Holdings . . . . . . . . . . . . . . . 24
F Farfetch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Zomato . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
MANAGER, ADVERTISING SERVICESJames H. Balmer ASSOCIATE MANAGER Ward S. McGuiness
Ford Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,37 Zoom Video Communications . . . . . . . . . . . . . . . 11
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6 BARRON’S November 22, 2021 November 22, 2021 BARRON’S 7
UP & DOWN WALL STREET

While the Fed’s leadership issue is unresolved, Up & Down Wall Street (continued)
futures markets expect the fed-funds rate to rise
from today’s 0%-0.25% floor, starting in mid-2022.
no longer suitable for either task.
For most of the past four decades, the
classic balanced portfolio of 60% stocks and
40% bonds has performed admirably. Inter-
inflation, now running at 6%.
While inflation expectations have risen,
the real yield on Treasury inflation-pro-
tected securities has fallen to near a record
Put Digital
Some at Fed Want
monthly purchases of Treasury and candidate, endorse the Fed’s policy est rates that were steadily declining from low of minus 1.17% for the 10-year matu-
Assets to
agency mortgage-backed securities goals of maximum employment while their historic peaks of the early 1980s pro- rity. That, in turn, has produced a 5.94%
by $15 billion per month. Even at that allowing for temporary inflation over- vided a tailwind to both asset classes. And total return for the iShares TIPS Bond
slower clip, the Fed would still be add- shoots. Their main differences appear when stocks stumbled, bonds would invari- exchange-traded fund (ticker: TIP) for the
Bigger Taper, New

ing another $420 billion to its $8 tril- to be on regulatory and other matters ably rally, as rates were dropped to counter year to date, according to Morningstar. In
lion balance sheet. not associated previously with central financial and economic stumbles. contrast, the iShares 7-10 Year Treasury
Moreover, the initial increase in banking. Paulsen took a more expansive look at Bond ETF (IEF) has had a negative year-
Boss or No New Boss

the federal-funds target would have to
await the completion of the Fed’s secu-
rities purchases, which wouldn’t be
until mid-2022, according to this sched-
ule. “I’ll be looking closely at the data
Two Democratic senators, Sheldon
Whitehouse of Rhode Island and Jeff
Merkley of Oregon, wrote that they
would oppose another term for Powell
because he hadn’t been sufficiently
history, going back to 1926, when much of
modern financial record-keeping began.
What he found was a sharp difference in
the stock-bond return relationship when
the benchmark 10-year Treasury yield was
to-date return of 3.93%, as inflation has
taken its toll on the bond market.
But TIPS might not be the answer for the
future. According to TS Lombard analysts,
inflation pressures may be peaking, while
Work
that we get between now and the De- vigilant about climate change. That’s above 3%, versus when it was lower. Call it future Fed rate increases will lift real yields
cember meeting, and it may well be despite the assessment by the Office of the Mendoza Line for bonds. from their structural lows. The past 10 Fed
W
appropriate at that meeting to have a Financial Research’s recently released Looking over that near-century of data, hike cycles have boosted real yields an aver-
inter is com- according to Bianco Research. discussion about increasing the pace annual report that although “climate the 10-year yield was below 3% about a third age of 0.90% a year after liftoff. And in the
ing. A glance Markets reacted to the potential at which we’re reducing our balance change has introduced vulnerabilities last cycle, TIPS ETFs saw outflows, making
at the calen- impact by bringing down oil prices and sheet,” Clarida said. to the financial system, its potential
of the time, he found. When it was above that
line, bonds did a good job as portfolio diver- the sector “particularly vulnerable” after Blockchain ETF
dar attests to long-term bond yields, a reflection of It should be noted that his term at risk to the financial system is difficult sifiers, with little reduction in return but a these funds’ record inflows of $9.1 billion in
BKCH
this, espe- the possible dampening effect on eco- the Fed ends on Jan. 31. But Clarida to identify, assess, and forecast.” significant cut in volatility. Conversely, when the past six months, they write in a note.
cially with nomic activity. was joined in his call for a faster taper While the leadership of the Fed in yields were under 3%, shifting from stocks to So where can you hide for safety and in-
the Thanks- In the equity markets, European by Fed Gov. Christopher Waller, who the coming year remains in question, bonds in order to dampen volatility exacted a come? Paulsen thinks that cash, though it
giving holiday upon us, but that has bourses dropped, while the tech-heavy previously headed the research de- the futures markets expect the fed- heavy penalty in returns. yields nothing, would be better than bonds
been obscured in the Northeast by Nasdaq ended at another record, but partment at the St. Louis Fed. That funds rate to come off the current When the 10-year Treasury was under that would be vulnerable to losses. Given the
delightfully balmy temperatures. By Randall W. the other major U.S. averages flinched, bank’s president, James Bullard, has 0%-0.25% floor, starting in mid-2022. 3% (as it is now, at 1.53%), stocks averaged a extremely low yields, it would take only a
Now, however, the drop in the mer- Forsyth with the more economically sensitive voiced similar sentiments, and will According to the CME’s FedWatch monthly return that generated a blazing small uptick (and resulting decline in bond
cury is accompanied by a new rise in smaller-cap names giving ground. be a voting member of the FOMC in tool, there is a 65% chance of the first 16.9% per annum, while bonds averaged prices) to offset any current income. And for
Covid-19 cases, both in Western Eu- Fed Vice Chairman Richard Clarida 2022. The St. Louis Fed historically quarter-point hike taking place at the just 2.8% (which now seems princely). those needing current income, he says, a
rope and the colder climes in the U.S. said on Friday that the “upside risk” has had an independent viewpoint in June 15 FOMC confab. Shifting to the classic 60/40 balanced port- more rational response still is equities. Divi-
Despite the potential damper on to inflation should induce the Federal favor of sound money. The perception is that Brainard folio cut the return to 11.1%, or by about dends and capital gains are taxed more
1 (888) 493-8631
GLOBALXETFS.COM
economies on both sides of the Atlantic Open Market Committee to consider But the competition for the top spot may proceed more slowly in begin- two-fifths, in exchange for about a one- lightly than interest income, which are hit at
from the resurgence of the virus, finan- reducing its bond buying at a faster at the central bank appears to revolve ning to normalize monetary policy. third reduction in volatility. ordinary-income rates, he adds.
cial markets remained focused mainly pace at its next meeting, on Dec. 14-15. on other factors. Both Jerome Powell, But inflation, which has already When the 10-year was above 3%, the To generate income, UBS in its new 2022
on the Federal Reserve. As the wait for The panel announced on Nov. 3 that it the current leader, and Lael Brainard, proved more persistent than transi- trade-off for adding bonds was relatively outlook recommends what it calls “uncon-
the White House’s decision on who will would trim its previous $120 billion the board member seen as the other tory, may be more important than minimal. A 100% stock portfolio returned ventional yield.” At the top of the bank’s list
lead the central bank continues, other personalities. 9.9% in that scenario, while bonds returned are U.S. senior loans, a sector focused on ®
top Fed officials suggest that they 7.6%. Shifting to a 60/40 mix trimmed the here since the beginning of this year. Beyond Ordinary ETFs
B
should discuss speeding up the taper of edtime for bonds, oh? portfolio return to 9%, a relatively small The options market also may be another
the central bank’s securities purchases That question of what role sacrifice for a 35% reduction in risk. source of income. Writing, or selling, call Investing involves risk, including the possible loss of principal. The investable
amid the current high inflation. That, fixed-income securities should Real returns—what’s left after inflation— options on stocks you own will provide cur- universe of companies in which BKCH may invest may be limited. Narrowly
in turn, could hasten the liftoff of the play in a diversified portfolio, further tilt the equations. When yields were rent income, albeit at the cost of losing out focused investments typically exhibit higher volatility. Investments in blockchain
Fed’s policy interest rates next year. given the current historically low level under 3%, stocks averaged a real return of on potential big gains if the shares rally companies may be subject to the following risks: the technology is new and
Friday brought news that Austria of yields and rising inflation, contin- 13.7%, while bonds returned zero, zilch, above the option’s strike price and get called many of its uses may be untested; theft, loss or destruction of key(s) to access
had reimposed a lockdown to slow a ues to be debated, here and elsewhere. nada in real terms. When yields were above away. Two popular ETFs that provide the blockchain; intense competition and rapid product obsolescence;
rapid rise in infections, while neigh- On that score, James Paulsen, the that line, stocks averaged 6.8% to bonds’ double-digit yields from this strategy are cybersecurity incidents; lack of liquid markets; slow adoption rates; lack
boring Germany also faced lockdowns longtime market watcher who’s now 4.8%—again, after inflation. And far from Global X Nasdaq 100 Covered Call of regulation; third party product defects or vulnerabilities; reliance on the
in some regions amid record daily the chief investment strategist at the avoiding losses, when yields were less than (QYLD) and Global X Russell 2000 Cov- Internet; and line of business risk. Blockchain technology may never develop
cases, despite high vaccination levels. Leuthold Group, penned a client note 3%, bonds had negative monthly returns ered Call (RYLD). To be sure, those yields optimized transactional processes that lead to realized economic returns for any
Sharp increases also were seen in titled, “Bonds Are BAD!” Gee, Jim, 49.1% of the time, while stocks suffered don’t come without risk, but what does? company in which the Fund invests.
other Northern European countries Shoppers walk could you tell us what you really think? monthly losses 35.4% of the time. When The real risk, ironically, might be from
such as the Netherlands, Denmark, through a market To find out, I rang him up, and Carefully consider the Fund’s investment objectives, risk factors, charges
Joe Klamar/AFP/Getty Images

in Vienna, where
yields were higher than that, bonds and seemingly safe bonds. After all, Paulsen
Norway, and Finland. Given past pat- the government notwithstanding the uncharacteristi- stocks had losing months with about the asks, what is the case for bonds when their and expenses before investing. This and additional information can be
terns, in which European trends have announced a lock- cally bombastic headline of his report, same frequency, 43.2% and 42%, respec- yields are near historic lows, offer a total found in the Fund’s full or summary prospectus, which are available at
down for all and globalxetfs.com. Read the prospectus carefully before investing.
led those of the U.S. by a few weeks, mandatory vaccina-
he was as self-effacing and cheerful as tively. return that is 83% below stocks’, fail to
the latest jumps could be problematic. tions. Austria is the ever. Still, the message was the same: So, taking refuge in bonds whenever keep up with inflation half the time, and Shares of ETFs are bought and sold at market price (not NAV) and are not
In the States, rises were seen in Ver- first European Union Bonds, which once served as an im- stocks have an inevitable correction may not offer a buy-and-hold return of zero? B
country to take such
individually redeemed from the Fund. Brokerage commissions will reduce returns.
mont and New Hampshire, as well as measures as Covid portant income provider and shock offer safety. That would probably come to Distributed by SEI Investments Distribution Co.
Michigan, Minnesota, and Wisconsin, cases spiral. absorber for an equity portfolio, are pass if the Fed acts more forcefully to rein in email: [email protected]
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ST R E E T W I S E
Katie Nixon of Northern Trust: “You’re probably
better positioned for inflation than you think you
are right now owning the S&P 500.”
Time for Investors

price index, which tracks the middle than all other beverages combined? If
good ranked by price increases. It’s up you insist.
3.1% year over year. Or look at some- Gold is an inflation hedge, but only
thing called the 16% trimmed-mean reputationally, not statistically. It lost
To Talk Turkey
CPI, which is like the regular CPI, but money during bouts of elevated infla-
with the highest and lowest eight per- tion from 1980 to 1984, and again
centage points of price changes lopped from 1988 to 1991.
off. It’s up 4.1%. Stocks are just the thing, regardless
About Inflation
Of course, that is past inflation. To of whether inflation roars or whim-
know what future inflation will look pers. The S&P 500 returned double-
like, you would have to predict shop- digit yearly percentages over the 15
per behavior, which is difficult, even years ended in 1988, when average
for shoppers. A survey of U.S. con- inflation topped 6%; and over the next
sumer confidence recently fell to its 15 years, when inflation was just un-
D
lowest level in a decade, but retail der 3%; and the 15 years after that,
on’t get caught think about how political passions sales in October rose by a seasonally when it was closer to 2%.
flat-footed on might skew the current debate over adjusted 1.7%. If you somehow could Stockpickers can get fancier than
inflation this broader inflation, and where it’s accurately predict inflation, the next the index. UBS recently recommended
Thanksgiving headed, and what to do about it as thing to guess would be how the Fed- companies that it views as having high
when family and investors. And consider not over- eral Reserve would respond, and how pricing power. Examples include Nike
friends gather to hedging. investment markets would react, (ticker: NKE), Coca-Cola (KO), gener-
argue politics over Some assets that are overtly tied to which will depend on whether infla- ator maker Generac Holdings
dinner. Shop around beforehand for consumer prices look expensive, says tion is seen as healthy or overheated. (GNRC), and real estate investment
data to fit your side. Katie Nixon, chief investment officer Supposing you’ve got a handle on trust Extra Space Storage (EXR).
“Survey Shows Thanksgiving Din- By Jack Hough of Northern Trust’s wealth manage- all of that, and feel prices will run Goldman Sachs says investors should
ner Cost Up 14%,” reads the title of a ment arm. “I do think investors ulti- hot, the next question is: What to avoid stocks with high labor costs as
new report from the American Farm mately who are overpositioned for buy? Treasury inflation-protected a percentage of revenue, combined
Bureau, a lobbying group. Putting inflation will be disappointed,” she securities, or TIPS, are overtly linked with low median pay, on the assump-
aside the fine details of who holds says. “You’re probably better posi- to the CPI, and so provide slam-dunk tion that wage inflation will sting. It
sway over prices, that’s not a good tioned for inflation than you think you inflation protection, except for two tracks an index of them, including
look for the party in power—the are right now owning the S&P 500.” things. To buy in for five years at the Bright Horizons Family Solutions
Democrats, sort of. On the other The latest reading on the consumer moment, you have to agree ahead of (BFAM), Las Vegas Sands (LVS), and
hand, the Department of Agriculture price index shows a 6.2% jump from time to lose 1.9% a year after your AutoZone (AZO).
says that Thanksgiving staples prices last year, the fastest in three decades. inflation adjustment. Also—and this Indexers, meanwhile, can make
are, in fact, up 5%. That’s enough to Some of that, like a 9.8% increase in might be nitpicking—the CPI isn’t the sure they have money spread over-
pinch the budget-constrained, but it’s new-vehicle prices, is probably related same as your personal inflation rate. seas. Markets like Europe and Japan
hardly hyper-yamflation. to reopening demand and supply- It’s the rate for a nonexistent con- are cheaper than the U.S., and have
Why the disconnect? It comes chain snarls, but there is rising consumer whose buying precisely more cyclical exposure, which could
down mostly to turkey and timing. The cern that part of the faster inflation matches the index weightings. A come in handy if inflation remains
USDA assumes a 12-pound bird, rate will stick. bachelor retiree, for example, might elevated.
priced at 88 cents a pound, based on For one guess on how much of fall short of spending 1.092% on For bonds, there are few good an-
advertised prices during the week the current inflation rate is tied to “women’s and girls apparel.” Higher swers, but no shortage of iffy ones.
ended on Nov. 12. The Farm Bureau demand, rather than extraordinary outlays for tomatoes than lettuce? Some strategists favor shifting money
uses a 16-pounder, priced at $1.50 a factors, look at the median consumer Sounds un-American. More on booze to junk bonds. An index of them re-
pound, based on numbers collected cently yielded 4.4%, or nearly triple
from “volunteer shoppers” from Oct. the 10-year Treasury yield. And if
26 to Nov. 8. But in the body of the inflation stems from a strong econ-
report, it notes that turkey had tum- BARRONS.COM/PODCASTS omy, junk issuers could be in line for
bled to 88 cents a pound by publica- ratings upgrades.
tion date, as stores ran sales closer to
the holiday. That discrepancy notwith-
standing, I know which group I’d
Barron’s Streetwise But Northern Trust’s Nixon says
the purpose of quality bonds is to
provide diversification, not plump
rather eat with. Beyond turkey, the In a weekly podcast by Barron’s, columnist Jack Hough looks returns, and junk is no substitute:
USDA includes only potatoes, green at the companies, people, and trends you should be watching. “When you have a correction, you’re
beans, and milk in its math, whereas This is Wall Street like you’ve never heard before. Subscribe going to be glad you have high-quality,
the Farm Bureau adds these plus stuff- to Barron’s Streetwise on Spotify, Apple Podcasts, short-duration fixed income.” B
ing, rolls, pie, and whipped cream. or your favorite listening app.
If pricing turkey can get murky, email: [email protected]
R E VIEW 35,601.98
Dow Industrials: -498.33
576.42
Dow Global Index: -2.38
1.54
10-year Treasury note: -0.05
Waiting Game HE SAID

Gold surged following September in-
flation data. Crypto fell. Stocks rose on “It scares me
strong consumer spending and revised
job-creation numbers, then wavered, when I see what
then ended mixed. Investors appeared
to be waiting for the White House’s we’ve given up in
pick to run the Federal Reserve—and,
of course, Thanksgiving. On the week, natural prudence
the Dow industrials fell 1.38%, to
35,602.18; the S&P 500 gained 0.32%, and caution.”
to 4697.97; and the Nasdaq Composite
Loomis Sayles Vice Chairman
rose 1.24%, to 16,057.44. Dan Fuss, on fears that investors
are taking on too much risk
Guardrails
After signing the infrastructure bill,
President Biden met virtually for three
hours with China President Xi Jinping.
FROM IPO TO BUYOUT Both agreed they needed to manage
U.S. and China conflicts. While they
Casper’s THE NUMBERS

failed to set “guardrails” over Taiwan,
they did begin arms talks. Meanwhile,
House Democrats moved to vote on a
Bumpy Ride $13.3 K

Recent cost to ship a container
second infrastructure bill, after the
Congressional Budget Office said it
would slightly boost the deficit. Minor-
ity Leader Kevin McCarthy delayed the
across the Pacific, down 26% vote with a nearly nine-hour speech,
Just before going public in February 2020, Casper last week, the biggest drop in but Democrats passed the $2 trillion
Sleep touted a $432 billion “global sleep economy” two years bill on Friday morning anyway. structure and shift its tax residence to
growing at a compound annual growth rate of 6.3%. the United Kingdom, citing, among other
“Sleep has entered the global wellness equation,” the
mattress company said.
The equation didn’t compute. This past Monday,
Casper agreed to a buyout from private-equity firm
1.7%
Rise in retail sales in October,
Trading Carbon
COP26 ended with organizers squeez-
ing out more pledges on emissions
cuts and climate-change funding.
issues, a Dutch withholding tax that lim-
ited dividends and buybacks. The Neth-
erlands then rushed to abandon the tax,
while threatening an exit charge. A
Durational Capital Management for $6.90 a share. up 16% in a year, a good start After long talks, participants finally Dutch court has also ordered the com-
Illustration by Elias Stein; To Come Credit; Photo By Christopher Goodney/Bloomberg

That’s nearly double Casper’s recent stock price and to the holiday shopping season agreed on rules to create, value, and pany to rapidly decarbonize.
the deal news sent the shares soaring 88%, finishing swap carbon credits. The key: a U.N.-
the week at $6.55. But it’s far from a win for Casper
shareholders.
In February 2020, Casper priced its initial public
offering at $12 a share. Agreeing to a buyout at less
11%
Percentage of Americans who
certified carbon credit.
Covid: The Battle Goes On

Pfizer licensed its Covid-19 pill for
Annals of Deal Making
Elon Musk sold some $9 billion in Tesla
shares, and the company was separately
sued by JPMorgan Chase for $162 mil-
than half the IPO value is a major disappointment for will buy nothing over the holi- distribution globally, contracted to lion. The bank alleged a breach of contract
the mattress company, which helped pioneer a whole days, twice that of last year, sell the U.S. 10 million courses for over stock warrants after Musk’s 2018
category of direct-to-consumer businesses. While the from a Deloitte survey $5.3 billion, and applied for the treat- take-private tweet...KKR and Global In-
IPO market has thrived in recent years, the Casper ment’s regulatory approval. Also, frastructure Partners agreed to buy data-
deal is a reminder that economics usually win out.
And Casper’s were challenged, to say the least.
While Casper became a venture-capital favorite—it
raised as much as $300 million and reached the $1 bil-
$81.3 K
Average U.S. nurse’s salary in
Pfizer and Moderna won authoriza-
tion for vaccine boosters for all U.S.
adults. Meanwhile, Europe battled
another Covid surge, with countries
center operator CyrusOne for $15 billion,
while American Tower said it would
acquire CoreSite Realty for $10 billion…
Carlyle is spending $2 billion for Swiss-
lion “unicorn” valuation threshold before going public— the first nine months, up 4%, from Ireland to Austria beginning to based AutoForm Engineering, an indus-
retail investors saw it as one more heavy-handed mat- compared with 3.3% in 2020 lock down, particularly targeting the trial software maker…China Evergrande
tress pitch. When Casper went public, it had to slash its unvaccinated. said it would sell its stake in a film pro-
price. Ultimately, the IPO raised $100 million at a $475 To get Numbers by Barron’s duction company to raise cash, taking a
million valuation, less than half the company’s private- daily, sign up wherever Duxit $1.1 billion loss...Deere workers approved
market value. you listen to podcasts or at Oil giant Royal Dutch Shell, under a new six-year contract, ending the
Casper’s value sagged from there. Durational’s buyout Barrons.com/podcasts pressure from Third Point, said it strike...Unilever is selling Lipton Tea
values the company at some $300 million. — Alex Eule would jettison its dual-nation share to CVC Capital for $5 billion.
The BEA reports its second estimate of third- Sign up for the Review &
quarter gross domestic product. Economists
forecast a 2.2% annualized rate of growth, Preview daily newsletter at
Wednesday
PR EV IE W higher than the BEA’s preliminary estimate of 2% from late October. Barrons.com/reviewpreview
Monday 11/22 orders are seen rising 0.5%, matching

the September gain.
Agilent Technologies, Keysight
Technologies, and Zoom Video The BEA reports personal income
Communications release quarterly and spending for October. The con-
results. sensus call is for a 0.4% monthly in-
crease in income after a 1% decline
The National Association of Real- in September. Personal spending
tors reports existing-home sales for is expected to rise 1%, month over
October. The consensus estimate is for month, a faster clip than September’s
a seasonally adjusted annual rate of 0.6% gain.
6.19 million homes sold, 100,000
fewer than in September. Existing-
home sales hit their post-financial-cri- Thursday 11/25
sis peak at 6.73 million last October
and have fallen for much of this year, U.S. bourses and fixed-income mar-
partly due to supply constraints, espe- kets are closed in observance of
cially at the lower-price end of the Thanksgiving.
THE PROBLEM: WINTER housing market.
Low Energy Friday 11/26

Despite rising global demand for coal, Tuesday 11/23
Coal: Unloved, investors have not been kind to coal It’s Black Friday, one of the busiest
producers lately. Analog Devices, Autodesk, Best shopping days of the year and the
Buy, Burlington Stores, Dell Tech- traditional kickoff to the holiday
Stock Performance of Peabody nologies, Dick’s Sporting Goods, shopping season. The National Retail
Energy and Arch Resources,
Dollar Tree, Gap, HP Inc., J.M. Federation estimates that a record
2019 to 2021 YTD
But Still Here Smucker, Jacobs Engineering $851 billion will be spent by U.S.
Small word choices mean a lot in climate-change agreements. 25% Arch Resources Group, Medtronic, and VMware consumers this November and
Peabody Energy
At the COP26 meeting, the phrase most countries wanted 0 report earnings. December, a 9.5% increase from last
was a deal to “phase out” coal. What they got, after interven- year. U.S. exchanges have a shortened
tions by China and India, was a “phase down” of coal. -25 IHS Markit releases both the Manu- trading session on the day after
Investors are less mixed about coal’s future. Shares of -50 facturing and Services Purchasing Thanksgiving. The Nasdaq and New
U.S. producer Peabody Energy fell 8% on Monday, while Managers’ indexes for November. Ex- York Stock Exchange end trading at
Arch Resources stock was off 6.6%. The VanEck Vectors -75 pectations are for a 59.5 reading for 1 p.m., and the bond market closes at
Coal exchange-traded fund closed in December, returning -100
the Manufacturing PMI and 59 for the 2 p.m.
$35 million in assets to shareholders. At its height, the ETF Services PMI. Both figures are slightly
had more than $900 million in assets. 2019 ’20 ’20 more than the October data. Both in-
Still, the coal deal is a landmark, and more than 20 coun- dexes are off their peaks from earlier Coming Earnings
Consensus Estimate Year ago
tries agreed to stop building or permitting coal plants. But if this year, but higher than their levels
Tough Math M
India and China don’t reduce coal use, it will be tough to limit from a year ago. Aglient Technologies (Q4) $1.18 0.98
global warming to 1.5 degrees Celsius. The Climate Action To reach carbon net-zero by 2050
Urban Outfitters (Q3) 0.83 0.78
Tracker consortium found that COP26 pledges would pro- requires replacing a huge amount of Zoom Video (Q3) 1.22 $0.99
duce twice the greenhouse-gas emissions by 2030 needed to coal-fired power generating capacity. Wednesday 11/24 T
Analog Devices (Q4) 1.71 1.44
meet the goal. “There’s a nearly one-degree gap between gov- Global Share of Coal-Fired Power Autodesk (Q3) 1.26 1.04
ernment current policies and their net-zero goals,” says Bill Generation in the Net-Zero Deere reports fiscal fourth-quarter More Earnings on Page 66.
Hare, CEO of consortium member Climate Analytics. Scenario, 2010 to 2050 2021 results.
The problem: European and Asian countries are compet- 100%
Consensus Estimate
Unabated Coal Day Consensus Est Last Period
ing for natural gas and relying on coal and gas to get them Non-Fossil Power The Federal Open Market Commit- M October Existing Home Sales 6,200,000 6,290,000
through winter. Countries “aim to prioritize supply security 75 tee releases minutes from its early- W October Durable Orders 0.00% 0.34%
Q3 GDP 2.3% 2.0%
over environmental goals, at least through the medium 50
November monetary-policy meeting.
October Wholesale Inventories 0.6% 1.4%
term,” writes Prakash Sharma, Wood Mackenzie’s Asia-Pa- November Michigan Sentiment - f 66.8 66.8
cific head of markets and transitions. To hit the goal, coal’s 25 The Census Bureau releases the October New Home Sales 782,000 800,000
share in power generation needs to fall to less than 5% by durable-goods report for October. October Personal Income 0.40% -1.0%
0 Unless otherwise indicated, times are Eastern. a-Advanced;
2050, from 35% in 2020, Wood Mackenzie estimates. Economists forecast a 0.2% month-
f-Final; p-Preliminary; r-Revised Source: FactSet
Getting there will depend on how fast the world builds 2010 ’20 ’30E ’40E ’50E over-month increase in new orders for
For more information about coming economic reports
solar, wind, and battery capacity, and whether technologies E=estimate. manufactured durable goods, to $262 - and what they mean - go to Barron’s free Economic
Illustration by Elias Stein
like carbon capture can mitigate coal’s effect. — Avi Salzman Sources: FactSet; Int’l Energy Agency billion. Excluding transportation, new Calendar at www.barrons.com
FOLLOW-UP
The outlook looks good for the big retailer’s It all bodes well for the stock, which, closures will be announced in January.
stock, which closed at $37.37 Thursday, through Thursday, was up about 232% this Ahead of the crucial holiday shopping
bringing its 2021 gain to about 232%. year. It isn’t just online sales potential that is season, Macy’s now sees fiscal 2021 sales of
boosting the shares. “About 50% of the stock $24.12 billion to $24.28 billion, up from
reaction so far is from the company’s strong previous guidance of $23.55 billion to
top- and bottom-line fundamentals that we $23.95 billion. Macy’s, like Target (TGT),
think have staying power into 2022,” says Walmart (WMT), and Kohl’s (KSS), which
Macy’s Takes I
nvestors seem to like the prospect of Gordon Haskett analyst Chuck Grom, who each reported strong earnings this past
change at Macy’s. On Thursday, shares rates the stock a Buy with a $50 target. week, doesn’t expect supply-chain disrup-
of the department-store giant soared Excluding one-time items, Macy’s tions from the pandemic.
A Fresh Look
21%, to $37.37, their highest close in earned $1.23 a share in the quarter, on $5.4 Any split between Macy’s digital business
three years, after the retailer said it’s explor- billion in revenue, compared with a loss of and its bricks-and-mortar operations won’t
ing separating its fast-growing digital busi- 19 cents a share on $3.99 billion in sales a happen quickly, says Erik Gordon, a Univer-
ness from its bricks-and-mortar stores. year earlier. Net income was $239 million, sity of Michigan professor who specializes in
At Digital Sales Activist investor Jana Partners is pushing

Macy’s (ticker: M) to spin off the online busi-
ness, arguing that it could fetch a higher val-
versus a loss of $91 million.
Macy’s, which also owns Bloomingdale’s,
says shoppers have returned to its stores,
entrepreneurship and technology commer-
cialization. Earlier this year, rival Saks Fifth
Avenue said it aims to spin off its online
uation than the retailer’s recent $11.5 billion which were hit with temporary shutdowns business in 2022, with a target valuation of
value. “We need to complete our analysis, earlier in the Covid-19 pandemic. Sales at $6 billion. “It will be interesting to see if they
The big retailer considers separating and we plan to provide an update after the stores open at least a year rose about 36% in move forward with this and what their pric-
its fast-growing online unit as shoppers work is complete,” Macy’s CEO Jeff Gennette the quarter from the comparable 2020 pe- ing model will look like,” Gordon says of
return to its conventional stores said on a call with investors after the com- riod, and are nearly 9% above those in the Macy’s. “Will they be competing against each
pany posted Street-beating earnings for the corresponding 2019 stretch. The rebound is other? Can the items ordered on the e-com-
three months ended Oct. 30. part of the broader retail revival discussed in merce site be returned in Macy’s stores?”
By LOGAN MOORE Meanwhile, Macy’s continues to expand our Nov. 15 cover story. The focus naturally will be on the poten-
its online operations, with plans to create a Analysts at Jefferies rate Macy’s a Buy, tial separation of the digital business. After
digital marketplace next year to attract citing the potential e-commerce split and Macy’s said it had hired consulting firm
more third-party merchants. The current the resurgence of in-person shoppers. AlixPartners, Jana praised the board “for
digital business has about $8 billion in an- Macy’s now is reconsidering whether to promptly engaging advisors to undertake a
nual revenue, and the retailer said that it close about 60 of the 125 stores that were review of ways to unlock the value of its
expects that to reach $10 billion in 2023. on track to shut by 2023. However, 10 store strong e-commerce business.” B
The New Day Trading

Is in Options. How It
Moves the Market.
Equity option volumes are nearing the levels reached during the meme-
stock frenzy in January. Investors need to be aware of the risks.
By ANDREW BARY an equity analyst at Piper Sandler.
H
Calls give holders the right to buy a
ot stocks like Tesla and stock at a fixed price for a period, and
Apple have become even amount to a bullish bet. Puts, which
hotter as stock option allow investors to sell a stock at a fixed
speculators sweep back price, are bearish bets. Each contract “People used heavy day trading in Tesla options is impacts the stock—I think that is po-
into the market. Many covers 100 shares of stock. that high volume in the company’s call tentially overstated,” says Chris Mur-
are retail investors hold- Equity call volume topped 37 mil-
to be more options generally translates into little phy, co-head of derivative strategy at
ing their positions for lion contracts on Nov. 5, just shy of the afraid of change in open interest, or the num- Susquehanna. “The flip side is there
less than a day. This new day-trading record 39 million contracts on Jan. 27, ber of outstanding contracts. is a psychological and signaling effect
frenzy in options is helping lift indi- after averaging 20 million to 25 mil-
a stock Day trading in options on volatile that may be understated. When call
vidual stocks and bolstering the reve- lion contracts daily from March crashing, stocks can be enticing, but those option volume surges and gets talked
nue of online brokers like Robinhood. through September. Reflecting the options are pricey. And the value of about on CNBC and in articles in Bar-
“Small retail traders are back buy- bull market, call volume on individual
not short-dated options in particular can ron’s and The Wall Street Journal, and
ing lottery tickets on the rally again,” stocks is regularly running at double doubling.” erode very quickly, absent a signifi- starts trending on Twitter, if you’re a
says Jason Goepfert, the founder of the rate of put volume. Of late, the Henry Schwartz, cant move in the stock. momentum-based trader, whether
Sundial Capital Research, whose most popular individual stocks for call senior director, It can also be tough for day traders you’re institutional, retail, or quantita-
head of product
SentimenTrader newsletter tracks options have been Tesla, Apple, Ford intelligence at the
to capture big moves in individual tive, you’re going to look at it, and
measures of speculative trading. Motor (F), Advanced Micro De- Cboe Global stocks—and the overall market— you’re more likely to buy the stock.”
Earlier this month, total equity vices (AMD), and Nvidia (NVDA). Markets. during the trading session. The big moves in stocks like Game-
options volume reached 56.5 million Given its recent volatility and Big changes in many stocks often Stop, Tesla, and recently Avis Budget
contracts—the second-highest total prominence, Tesla has been a favorite happen on the opening trade, as inves- Group (CAR) are resulting in options
ever, behind the 59.2 million contracts of options investors. One sign of the tors incorporate news occurring since pricing that is different than in the
traded on Jan. 27 at the height of the prior session, such as earnings past. So-called out-of-the-money calls
the meme-stock craze involving reports. Tesla was recently up 45% on some individual stocks, which re-
GameStop (ticker: GME), AMC En- Top Calls year to date, and 42 percentage points quire a big move for an option payoff if
tertainment Holdings (AMC), and Here are the stocks with the highest average of that cumulative move came over- held to expiration, are pricier than out-
others. “We’re back challenging those trading volume in calls, or options to buy a night against three points during the of-the-money puts, a reverse of the
speculative peaks,” Goepfert says. stock at a fixed price for a period of time. day, Susquehanna data show. historical pattern. One example: Mara-
Retail traders tend to prefer lower- Avg Daily Historically, nearly all of the net thon Digital Holdings (MARA).
priced options. That is apparent in Company / Ticker Call Volume change in the S&P 500 index has oc- “People used to be more afraid of
a preference for cheaper—and more Tesla / TSLA 1,129,497 curred with the opening trade. Since a stock crashing, not doubling, but
speculative—options with short ma- Apple / AAPL 885,810 1993, the index is up 745% overnight, we’ve seen more stocks double or
turities. About 40% of options trading Ford Motor / F 594,873 based on the opening trade, and down triple than get cut in half, and that has
volume on individual stocks is in con- about 9% during the trading day. So far shifted the way options are priced,”
Advanced Micro Devices / AMD 587,253
tracts expiring within a week and 54% this year, the returns have been more says Henry Schwartz, senior director,
Illustration by Ben Mounsey-Wood
Nvidia / NVDA 470,931

within two weeks, according to the balanced, with the index up 13.7% head of product intelligence at Cboe
Susquehanna Financial Group. In Meta Platforms (Facebook) / FB 439,113 overnight and 9.9% cumulatively Global Markets.
stocks like Tesla (TSLA) and Apple AMC Entertainment 358,069 during the day, Susquehanna says. Oppenheimer chief options strate-
(AAPL), as much as 65% of trading Holdings / AMC Options trading has an impact on gist Michael Schwartz, now 79, has
volume is in options expiring within a Pfizer / PFE 299,919 the overall market, but in ways that been in the business for 56 years—
week. Amazon.com / AMZN 261,308 may be more psychological and since before there were listed options.
“Options have become more impor- Microsoft / MSFT 257,042
nuanced. “Options are a tool to reduce risk,
tant in the mix of retail trading than Note: Call volume for the 20 trading days through Nov. 15
“The actual option volume on a not increase it, but that’s not what’s
ever before,” says Richard Repetto, Sources: Bloomberg; Susquehanna Financial Group daily basis and how much that happening,” he says. B
A wind turbine at the Virginia passed in 2020, calls for utilities to

Wind Energy Area, left, leased retire electric-generating units in the
by Dominion Energy.
state “that emit carbon as a byprod-
uct of combusting fuel to generate
tion facility in Maryland. electricity”—a coal-fired plant, for
The market isn’t giving Dominion example. It also requires Dominion to
credit for some solid attributes, have offshore wind projects capable of
including the company’s annual generating 5,200 megawatts by 2034.
earnings-per-share growth target of A megawatt is a unit of power equal
6.5% through at least 2025. Throw in to one million watts.
a dividend yield of about 3.4%, and Dominion has simplified its busi-
a 10% annual return is possible if ness mix by selling off assets, includ-
the company meets its goals. ing a big chunk of its natural-gas
Another plus for Dominion is that transmission and storage assets to
about 90% of its operating earnings Berkshire Hathaway Energy in a deal
come from state-regulated utility oper- initially valued at about $10 billion
ations, providing some reliability to the last year. The Questar Pipeline piece
company’s expected returns on capital. was eventually scuttled amid antitrust
Environmental, social, and gover- concerns and is now being acquired
nance, or ESG, considerations have by Southwest Gas Holdings (SWX).
become intertwined with the com- While Dominion’s retooling to fo-
pany’s future. Dominion has commit- cus on regulated utilities makes sense,
ted to achieving net-zero carbon- it has had an unpleasant consequence.
dioxide and methane emissions from When it sold its gas assets last year,
its power generation and gas infra- the accompanying cash flow went out
A Utility Retools, Relying

structure by 2050, helped by a multi- the door—and led Dominion to slash
billion-dollar buildout of various its quarterly dividend to 63 cents a
renewable-energy assets such as share from 94 cents. Still, Dominion
offshore wind. has said it plans to boost its dividend
On Regulation for Gains

In J.P. Morgan’s most recent ranking at a 6% annual clip in the future.

of utilities on environmental issues, A recent overhang for the stock
“Dominion was one of the top names as was a triennial review with the state
far as green rate of change,” says Tonet. of Virginia. The most recent settle-
A little more than half of the utility’s ment, which includes a proposed
five-year $32 billion capital-growth return on equity of 9.35% for Domin-
spending plan is earmarked for zero- ion, compared with 9.2% previously,
Virginia’s Dominion Energy is refocusing on businesses that subject it to state regulation— carbon generation and energy-storage should help the stock price eventually.
along with more-reliable returns. That could be a good thing for patient investors. projects, including solar panels, battery Meanwhile, the stock recently
storage, and offshore wind. traded at 18.3 times the FactSet con-
Dominion is aiming to complete an sensus 2022 profit estimate of $4.11, in
estimated $10 billion wind farm some line with its five-year average. Akers
By LAWRENCE C. STRAUSS stocks are often considered bond prox- 30 miles off the coast of Virginia by of Wells Fargo expects Dominion to
D
ies. The Utilities Select Sector the end of 2026—a project the com- command a modest premium multiple
ominion Energy, a large SPDR exchange-traded fund (ticker: pany says will generate enough energy to its mid-cap and large utility peers,
electric and natural-gas XLU) had a one-year return of about to power up to 660,000 homes. Bobby helped by “that clean energy story.” B
utility, slashed its divi- 6% as of Nov. 17. Dominion’s (D) return Dominion Edemeka, a portfolio manager at the
dend last year, and the in the same period was a negative 7%. PGIM Jennison Utility fund, which
stock has lagged behind “Utility investors have very long plans to owns Dominion, calls it “one of the States of Play
its peers in the ho-hum memories,” says Jeremy Tonet, who complete a more attractive investment opportuni-
Portfolio includes utilities in Virginia,
utility sector. covers North American utilities for J.P. ties” among regulated U.S. utilities.
That hardly sounds like the mak- Morgan. “It takes a period of execution
$10 billion Regulated utilities such as Domin-
North Carolina, and South Carolina.
ings of a bullish case for any stock, but to move past historical views. We think wind farm ion typically rely on state utility com- Dominion Energy Key Data
investors may be overlooking an entic- that has fed into some of the malaise in missions to approve rate increases,
ing opportunity. the stock price.” Tonet rates Dominion
some 30 which hinge on an operator’s “rate
Headquarters Richmond, Va.
“Dominion is well positioned to Overweight with a price target of $88, miles off base”—essentially, the prudent invest- Recent Price $75.19
benefit from some of the secular versus about $75 recently. ments it makes in its grid and other
trends that are impacting the entire Based in Richmond, Va., Domin-
the coast of assets, minus any depreciation. A util-
52-Week Change -7.0%
sector—the main one being clean ion’s portfolio includes utilities in Virginia by ity is allowed to earn a rate of return
Courtesy of Dominion Energy

2022E Net Income (bil) $3.4
energy and decarbonization,” says Virginia, North Carolina, and South on its asset base.
Sarah Akers, senior equity analyst Carolina. Those units contribute
the end of “Their renewable-energy growth is
2022E EPS $4.11
at Wells Fargo Securities, which rates about 70% of its operating earnings. 2026. going to be 100% regulated, which is 2022E P/E 18.3
the stock Overweight. Another 17% comes from natural-gas something that most of the utilities Market Value: (bil) $62.5
Utilities haven’t done well in 2021— distribution in six states. It also has can’t say,” says Edemeka, noting that
partly due to worries about inflation several nuclear-power plants and a regulation reduces risk. Dividend Yield: 3.4%
E=estimate. Source: FactSet
and rising interest rates, as these 50% stake in a natural-gas liquefac- The Virginia Clean Economy Act,
You don’t need to

be a helioseismologist
to help harness the

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with the innovators of the Nasdaq-100.
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Bitcoin Mining Stocks

highly sensitive to movements in Bit- with any SPAC, investors can cash out and upgrading equipment to hit pro- Digging for Digital Gold
coin prices and investor sentiment. at $10 when the merger comes up for duction targets. They also tend to raise Here are three Bitcoin mining stocks to consider.
Marathon, for instance, was ahead a vote, expected in January. capital serially for more infrastructure Company / Ticker Recent Price Market Value (bil) YTD Change 2022E Revenue (mil) 2022E EPS 2022E P/E
628% this year before giving up more D.A. Davidson analyst Christopher and machines, potentially diluting eq-
Power & Digital Infrastructure Acquistion / XPDI(1) $13.83 $6.8 38%(2) $958 $0.96 14.4
than a third of those gains on news of Brendler calls Core a “best in class” uity owners or straining their balance
Let Investors Get Under

the SEC investigation, as well as an operator that should ramp up profits Marathon Digital Holdings / MARA 51.46 5.3 393 750 4.36 11.8
sheets. Riot, for instance, spent $651
increased convertible bond offering. as it expands. He sees the company million to acquire mining assets in Riot Blockchain / RIOT 33.63 3.4 98 464 1.58 21.3
Despite the volatility, large-scale more than doubling revenue over the Rockdale and plans to spend $160 mil- (1) XPDI is expected to merge with Core Scientific next year. Data for Core Scientific postmerger (2) Price change from IPO earlier this year. E=estimate Sources: FactSet; company reports
miners are generating operating prof- next year to $1 billion, generating $565 lion on the infrastructure buildout.
Crypto Economy’s Surface

its, based on adjusted earnings before million in adjusted Ebitda. Marathon recently raised $650 million.
interest, taxes, depreciation, and Marathon, for its part, is banking on Rising hash rates have another the global hash rate. A third of U.S. for renewables,” Thiel says. at far higher valuations.
amortization, or Ebitda. Riot’s reve- an asset-light model—contracting with consequence: a steeper carbon toll. production is now based on renewable Riot plans to ramp up capacity in The miners’ discounts reflect con-
nue should jump to $464 million hosting facilities for energy and plow- Miners are consuming 0.5% of the power, according to the industry, po- Texas and install an “immersion cool- cerns about their capital intensity as
next year from $220 million this year, ing nearly every penny of capital into world’s electricity, according to the tentially reducing the carbon toll. One ing” system to keep circuits running companies vie for production—betting
according to consensus estimates. mining machines. The company has Cambridge Bitcoin Electricity Energy creative approach: Stronghold Digital at lower temperatures. Riot says the on higher prices for a risky and con-
to consider is Core Scientific, a miner Ebitda is expected to increase to just 10 employees, outsourcing much Consumption Index. As it gets Mining (SDIG) wants to turn toxic coal cooling baths should boost the comput- troversial asset. Investors have seen
The miners offer profit growth and that plans to go public through $324 million from $125 million. of its operations. Thiel says the com- tougher to mine, companies might waste in Pennsylvania into Bitcoins. ers’ hash rate by 25% and reduce this story turn to tears in other cycli-
an alternative to owning the coins a merger with a special purpose Core, based in Bellevue, Wash., is pany is buying machines in bulk at consume more electricity, potentially “Miners don’t contribute to carbon downtime, lifting overall performance cal industries, notably in Texas’s
acquisition company, or SPAC, called also turning into an industry leader. 30% of the industry average, produc- increasing carbon emissions even as emissions in energy markets that are by up to 50%. century-old oil patch.
Power & Digital Infrastructure The company operates in Kentucky, ing Bitcoins at a cost of roughly many countries try to cut back. properly designed,” says Peter Cram- “It will result in fewer machines Bitcoin mining will get tougher as
By DAREN FONDA Acquisition (XPDI). Georgia, and North Carolina, and is $6,200, well below the industry aver- Industry groups say that 58% of ton, an economist and former energy generating the same hash rate,” says the hash rate rises. The Bitcoins doled
R
Marathon Digital Holdings developing plants in North Dakota age of $10,000. Wall Street expects global Bitcoin production is now car- regulator in Texas. Miners in certain H.C. Wainwright analyst Kevin Dede, out for validating blocks will halve in
ockdale, Texas, wasn’t (MARA) could also be a winner. The and Texas, scaling up to 1,000 mega- Marathon’s sales to more than triple bon neutral, based on renewable fu- markets soak up renewables that who rates the stock a Buy with a $50 2024, to 3.125 per block—forcing min-
attracting much business stock sold off this week after disclos- watts of total capacity by the end of from 2021 to 2022, reaching $750 mil- els. El Salvador, where Bitcoin has would otherwise be wasted as surplus price target. ers to add capacity and make up for
before Bitcoin came to ing an investigation by the Securities “We’re very 2022—topping every other North lion, resulting in Ebitda of $581 million. become an official currency, is har- power, he points out. That can provide Wall Street likes the mining stocks lost revenue. Costs are still low enough
town. and Exchange Commission related to focused on American miner. Core aims to host Bitcoin mining isn’t anything like nessing geothermal energy from a demand for wind- and solar-power for their capacity expansion plans and that efficient, large operators can be
A modest town of the prior issuance of restricted shares. infrastructure for other miners and digging gold out of the ground. Rather, volcano for mining. But plenty of Bit- generators, giving them incentives to high gross margins. Multiples for the highly profitable. But scale will matter
5,600, an hour outside “There’s no accusation we’ve done playing this produce its own coins, generating it involves producing Bitcoins as a by- coin is still produced with coal in develop renewables with long-term stocks are well below those in other more than ever as the margins dwin-
of Austin, Rockdale lost anything wrong,” Marathon CEO Fred arms race. more-stable cash flows than if it were product, or reward, for validating places like Kazakhstan. customers. “Power companies with areas of crypto; exchanges like Coin- dle. “We’re very focused on playing this
a major employer after Alcoa shut Thiel tells Barron’s. Marathon, he adds, just a stand-alone miner. transactions on the blockchain net- North America is also turning into a excess power look at Bitcoin mining as base Global (COIN) and mining chip arms race,” Thiel says. “But it will get
down its aluminum smelter in 2008. is flying in mining “rigs” from Malaysia
But it will Core also seeks to be net carbon work. Miners do this by running com- mining hub, with more than 40% of a way to create baseload consumption company Nvidia (NVDA) both trade harder going forward.” B
But the electrical infrastructure that and expecting to more than triple its get harder neutral, using renewables and carbon puters continuously to try to guess a
Alcoa left behind is being put to new Bitcoin capacity over the next year. credits. “They have good long-term string of alphanumeric characters for
use: mining Bitcoins. Mining stocks have gained an
going contracts with energy providers,” each block of transactions. Guessing
More than 11,000 computers hum average of 291% this year as Bitcoin forward.” says an investor with more than 5% correctly validates the block, adding it
24 hours a day at the old Alcoa site, has doubled, far ahead of the Nasdaq Fred Thiel, CEO of of XPDI’s shares. He expects the stock to a chain of previous blocks (hence the
making trillions of calculations a sec- Composite’s 25% return. But they are to hit $20, up from $13.75 recently. As term blockchain). The main prize for
Marathon Digital
What do tomorrow’s
ond to help operate the Bitcoin net- being first is payment in Bitcoin itself,
work. Run by Riot Blockchain (ticker: which the network’s code allocates at
RIOT), the machines contributed to
“mining” 1,292 Bitcoins in the third
a rate of 6.25 Bitcoins per block.
One big variable, along with markets look like?
quarter, worth $54 million in revenue the price of Bitcoin itself, is mining
to Riot. Rockdale is now one of the difficulty—how many guesses per Will they be up or down? Can I make the best of both?
largest Bitcoin production sites in second the network makes to validate,
North America. Riot aims to add or “hash,” the next block. That hash
63,000 computers, more than doubling rate is measured in exahash, or 10 to
its mining capacity, by the end of 2022. the 18th power hashes a second. It’s
“We plan to make it one of the larg- now nearly 170 exahash and could
est Bitcoin mining assets in the world,” more than double over the next year,
says Riot CEO Jason Les. The Alcoa says Thiel, assuming miners lock in
site included a large electrical switch- power agreements and get their ma-
ing yard—ideal for a miner aiming to chines operating.
expand to 700 megawatts of capacity, Why does this matter? Because a
enough to power 650,000 homes. higher hash rate reduces the potential
That kind of electricity use has rewards for each miner. The rate plum-
elicited criticism that crypto mining meted this summer after China banned For some of life’s questions, you’re not alone.
is contributing to carbon emissions. Bitcoin mining, but it has been climb- Together we can find an answer.
Illustration by Daniel Hertzberg

But if you believe in the promise of ing back. Analysts expect it to rise,
Bitcoin, the miners offer an alternative potentially making it harder for miners
ubs.com/ib-china
to owning the coin—betting on the to earn Bitcoin rewards and requiring
network’s high-tech plumbing and more electricity for each coin.
potential for tangible profits. Higher Bitcoin prices attract more
Riot looks appealing for its growing miners, which raises the network’s The value of investments may fall as well as rise and you may not get back the amount originally invested. © UBS 2021. All rights reserved.
share of the market and efficiency hash rate. Miners are thus in a perpet-
gains as it expands. Another stock ual arms race—continually expanding
CHINA’S NEW
DIRECTION
As China changes course to emphasize broader prosperity over rapid growth,

the impact will be felt worldwide. Our panelists highlight the risks and
opportunities for investors—and 13 compelling stock picks.
BY RESHM A K APADIA
C
hina is undergoing a sweeping transition as President “common prosperity” to tackle rising inequality, and its efforts to
Xi Jinping tightens his control and shifts the country’s rein in China’s debt-laden property sector and meet carbon-emis-
focus from growth to resilience. The resulting changes, sion targets, have also roiled its economy and stock market,
occurring as the Communist Party rings in its 100th anni- pushing giant property developer China Evergrande Group
versary, will ripple across the world economically and (3333.Hong Kong) to the brink of bankruptcy and sparking the
geopolitically, requiring a new guidebook for investors. country’s worst energy crisis in at least a decade.
A regulatory crackdown on China’s best-known The first formal summit between President Xi and U.S. President
companies, such as Alibaba Group Holding (ticker: BABA) and Joe Biden helped cool the rhetoric that had sent the U.S.-China rela-
DiDi Global (DIDI), as well as for-profit education providers such tionship to its nadir during the trade war started by the Trump
as New Oriental Education & Technology Group (EDU), has administration, but it also underscored the intensifying competition
been a wake-up call for investors, and contributed to a 13% decline between the two countries. U.S. military officials are warning of
this year in the MSCI China index. Beijing’s new emphasis on China’s growing nuclear capabilities, while China’s claim on the self-
I LLUSTR AT I O N S BY STE P H A N S C H M I T Z
ruled island of Taiwan further compli- worked well for minority sharehold- seven banks have almost no exposure Green: It is a threat to the status quo.
cates a fraught relationship. ers, and shifting in favor of what to the problematic developers today. Xi is committed to common prosper-
This year, Barron’s annual interna- works well for the citizens. That This is a paradigm shift, done for the ity, and while many of the goals are
tional roundtable tackles the changes means profitability could be lower. right reasons so that the system doesn’t arguably positive—property tax,
afoot in China, and the implications blow up, but it entails pain. The prop- higher birthrates, more welfare
for other markets and investors. Our Government reforms are coming erty market could be slower for longer. spending, higher income—the effort
panelists include Winnie Chwang, as growth is slowing. Where is Moreno: Given the significance of to achieve these goals, namely struc-
co-manager of the $1.6 billion Mat- China’s economy headed? the property market to the economy— tural reform, will be disruptive.
thews China fund (MCHFX) and lead Green: We’re approaching a cyclical it is roughly 30% compared with less
manager of the Matthews China bottom but a secular top. We are see- than 20% in developed markets— How do you handicap the possibil-
Small Companies fund (MCSMX); ing an easing in [restrictions on the] the deleveraging process is going ity that China will try to take over
Rajiv Jain, co-founder of GQG Part- property sector; the power shortages to shave percentage points off gross Taiwan?
ners, which oversees $90 billion in should be resolved in the next month domestic product. It looks like it’s an Green: An invasion of Taiwan is a
assets, and manager of the Goldman or so; and there’s a willingness to ease orderly, methodical deleveraging, but very low probability. We are seeing a
Sachs GQG Partners International Covid-19 [restrictions] but no real exit it can’t not impact growth. kind of gray-zone warfare, wherein
Opportunities fund (GSIMX) and time. The key thing that’s going to put China is using naval and air incur-
the GQG Partners Emerging Mar- a bottom on the slowdown is fiscal What would signal that China’s sions to put pressure on Taiwan,
kets Equity fund (GQGPX); Sara Mo- stimulus. In an interview in state me- policy makers are struggling with partly because it has no economic
reno, co-manager of the $1.1 billion dia, presumably with Liu He, Xi Jin- the property situation? means to apply pressure. China needs
PGIM Jennison Emerging Markets ping’s right-hand man in charge of Chwang: A change in sentiment. If to import semiconductors, so it can’t
Equity Opportunities fund the economy, the [official] indicated consumers believe, for example, that really cut off trade. If it waits five or 10
(PDEAX); and Rory Green, TS Lom- that China needs to do more to stimu- home prices will decline and put a years, it will have twice as many air-
bard’s chief China economist. late demand. We should start to get pause on purchasing, that would craft carriers. The U.S. will be rela-
The China roundtable was con- stabilization approaching in the first have negative ripple effects. But tively marginalized in the region.
vened in early November on Zoom. quarter of 2022. [policy makers] have a lot of tools. There is no reason for China to rush,
An edited version of the conversation as long as the balance of power contin-
follows. ues to shift in China’s favor.
Barron’s: China is undergoing dra-

“It always makes the most sense to buy China during a Jain: The odds are very low even in
the next 10 years of a direct sort of
period of confusion and uncertainty, especially when

matic changes imposed by the gov- invasion scenario. As Rory said,

ernment of President Xi Jinping. China is much more likely to be tight-
Which are the most significant? ening the screws slowly. There are so
Rory Green: China is at the start of a the earnings stream will be changing for the better.” many other moving parts. It isn’t sim-
profound political and economic shift ply about China or Taiwan, but also
Winnie Chwang
that potentially could rival Deng Xiao- the U.S. role and what happens in the
ping’s southern tour and market re- rest of the region.
form, in terms of its economic and Longer term, we see a secular slow- Green: Baidu [BIDU] and WeChat
social impact. It means a focus on down as China targets slower, more trends track consumer interest in the What do the changes in China
slower, more sustainable, and more sustainable, less debt-driven—and property market, which is still rela- mean for the rest of the world?
equal growth. This entails much more equal—growth. Structurally, tively high. Moreno: Back in the 1990s, we’d say, if
greater regulation and much more China has largely completed its period the U.S. caught a cold, Mexico got
state intervention in the market. of “catch up” growth and now faces What political risks does a pneumonia. Now, if China’s got a cold,
obstacles, like demographics, debt, slowing economy entail? Asean [the Association of Southeast
What are the implications for and slower urbanization, that also Green: Next year is the 20th Party Asian Nations] is going to catch pneu-
investors? point to a secular slowdown. Congress, the key event in terms monia. Brazil is going to catch pneumo-
Sara Moreno: In previous [reform] of personnel changes, including the nia. There are very few emerging mar-
cycles, there had been some certainty China’s efforts to clean up the confirmation of President Xi’s third kets not directly tied to China in some
that growth would continue. You can’t property sector have brought pain term, and the publication of the way. The ripple effect is going to be felt
put the types of [earnings] multiples to developers like China Ever- Party Congress report that will globally—even in the U.S.; it’s a slower-
on Chinese stocks that we’re used to grande Group. What is the fallout become the guiding philosophy for growth environment for longer. That is
putting, especially in the internet sec- for other property developers? the Communist Party and the wider problematic, perhaps, for some con-
tor, because the aim now is to alter the Winnie Chwang: The Chinese gov- economy. sumer-goods companies, such as lux-
profit structure and growth trajectory ernment still has a lot of tools in its This is probably the most impor- ury-goods makers, and their stocks.
of these companies. back pocket to manage the situation. tant political event in China in at least Jain: If you look at broad-based emerg-
Rajiv Jain: If I’m sitting as a Chinese Overall, property isn’t in such bad the past 10 years. President Xi and his ing markets, there are no signs of a
citizen, I can’t argue with the steps shape. Inventory levels are still quite common prosperity framework will slowdown, which is fascinating. Look
being taken. But as an investor, a lot low, and the restrictions on leverage be enshrined in this report. The Sixth at India: Lending growth is picking up,
of things that have happened create are going to further consolidate the Plenum earlier this month already and the economy seems to be rebound-
uncertainty. People have been fearful market. Evergrande, one of the larg- confirmed Xi as the unchallenged ing sharply. Brazil, which should be the
about a systemic blowup of the Chi- est developers, is less than 5% of the leader of China, with no term limit. most linked to China for a whole host
nese financial system since I’ve been market. The cleanup needs to be of reasons, saw double-digit credit
investing [in the country]. The regula- done. But it bodes more positively for How great a threat to China’s growth since last summer. Steel de-
tory intervention reduces the risk of the existing property developers to stability, prosperity, and foreign mand is at midteens-plus growth, com-
a massive blowup. But the game is come in and take some market share. relations is President Xi’s grip on pared with 2019 levels. Earnings revi-
changing, moving away from what Jain: It is manageable; the top six or power? sions in Europe are extremely positive.

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/
"

The impact will be much more

localized to companies that sell into
China because consumers in Europe
and the U.S. are coming out [of the
pandemic] in very good shape. In our
global portfolio, we’re cautious about
anything very exposed to China. Lux-
ury goods would be an obvious exam-
ple, as the conspicuous consumption
of goods could be targeted by the com-
mon prosperity push. We’re in the
early stages of that.
Moreno: India stands out as a
country immune to China’s slowing
growth. We like Zomato [543320.In-
dia], India’s leading online food-
delivery company. India has very low
penetration, with only about 8% of
food consumption from restaurants,
compared with 40% in the U.S. and
China. India’s food-delivery market
has an attractive structure, with mar-
ket share consolidated in two players.
That results in a rational pricing envi-
ronment, so unit economics have
shown solid improvement.
Considering today’s discussion,

especially of a secular slowdown in
economic growth and lower profit-

ability for Chinese companies, why
should investors allocate money to
China?
Chwang: It always makes the most
sense to buy China during a period of
confusion and uncertainty, especially
when the earnings stream is going to
“In our improving elsewhere. But, yes, peo- Rajiv Jain
be changing for the better. It is going ple should allocate to China. The
to be less cyclical and higher-quality, global issue is the change within China. Co-founder, chairman, and CIO, GQG Partners
as more corporate earnings streams
will be driven by consumption- and portfolio, How have you been picking your
Company / Ticker Recent Price Market Value (bil) Forward P/E
services-led industries. There will be we’re spots differently within China? Meituan / 3690.Hong Kong HK$292.60 $230.5 NM
more inclusion of knowledge-based Chwang: The MSCI China index is
sectors, such as information technol- cautious down about 13% this year in U.S. dol-
Alibaba Group Holding / BABA $161.58 460.1 17
ogy and healthcare, within the Chi-

nese equity universe.
about lars, but the MSCI China A index
[composed of shares listed on the
LAM Research / LRCX $630.63 89.3 18
Also, for every part of the economy anything Shanghai and Shenzhen exchanges] is
Tokyo Electron / 8035.Japan JPY60,950 82.8 22
undergoing restrictions, there are up 2% U.S. The Hang Seng index of

parts the government is trying to sup-
very Chinese shares listed in Hong Kong
ASML Holding / ASML $859.46 351.4 45
PetroChina / PTR $46.20 130.8 6

port, like renewables and domestic exposed has fallen 7%, and U.S.-listed China
production of certain types of prod- shares are down even more. The Forward P/E for next 12 months. NM=not meaningful. Source: FactSet
ucts, such as semiconductors, medical to China. A shares now trade at around a 45%
devices, and even specialty chemicals. Luxury premium to the H shares, a reflection
Moreno: We are still seeing pockets of of the difference in foreign versus lo- Moreno: The types of companies that to see how companies are impacted—
growth, but the types of companies goods cal perception. will thrive are those more aligned and that will vary from company
that will survive and thrive are going
to be different because of the overarch-
would be Longer term, there is upside for
Hong Kong–listed stocks. China is
with what the government needs or
is focused on—for example, green
to company. Earnings revisions have
been coming down, but we don’t think
an obvious
Photograph by Alfonso Duran

ing regulatory theme, and near-term allowing domestic investors to invest energy. The internet sector is one to enough to reflect the new reality. Hence,
pressures such as the impact of the in Hong Kong, but it is still quite a stay away from. multiples are still too optimistic.
deleveraging of the real estate sector. example.” high hurdle because they have to be Green: The government is classify-
Jain: Relative to a year or two ago, Rajiv Jain high-net-worth investors. If China Internet stocks, such as Alibaba, ing [the large internet companies] as
[exposure to China] is probably were to lower that bar to encourage have been badly beaten up. Are critical information infrastructure
lower, because a lot is in flux. Look more retail participation, there poten- they pricing in the risks? providers. They are such an impor-
at earnings revisions and they’ll tell tially would be a benefit from a valua- Moreno: The regulation just hit the tant part of daily life in China that
you the story. The relative growth is tion standpoint. real world last month, so now we have they’re going to be regulated in accor-
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dance. That doesn’t mean they will be

“Longer nationalized or canceled, but there
lower policy uncertainty around this
objective. We own CATL. It is expen-
term, will be greater scrutiny. There’s room sive, but it is delivering triple-digit
to grow, but perhaps the multiple growth. 2022 earnings estimates have
we see needs to be adjusted. doubled year to date. Transportation
a secular Jain: We sold Alibaba last year. Now is the biggest component of that de-
we are warming up. You can buy util- carbonization target. CATL is at the
slowdown ities in China at 18 or 20 times earn- nexus of that. They service all the
as China ings. Is Alibaba worse than a utility
when it can grow at 6% or 7% and is
large OEMs [original equipment
manufacturers], including Tesla
targets trading at 15 times earnings? They’re [TSLA], in China.
necessary for the system. They will
slower, no longer be 25% to 30% growers, so
Jain: There is always growth in China,
but the question is about gross mar-
more there is a transition. They are sitting gins. Are you concerned about some-
in growth purgatory—slowing too body else nipping at their heels?
sustainable, much for growth managers, but not Moreno: They are coming from the
less debt- cheap enough for value managers. highest margins in the industry and
We also like Meituan [3690.Hong are the low-cost operator. It’s a fac-
driven— Kong], which we didn’t own three tor, but the land grab in market-
and more or four months ago. A lot of bad news
is priced in, and there is more regula-
share growth that CATL is able to
attain is supportive in the near term.
equal— tory clarity, with Meituan just settling Jain: The Chinese gas transition is
with the government and paying a controversial, but longer term,
growth.” fine. PetroChina [PTR] will be the big-
Rory Green gest player. One of the biggest parts
Which companies will benefit of the energy transition involves cut-
from China’s common prosperity ting back on polluting industries.
push to narrow inequality? The marginal players in this asset-
Chwang: It’s China’s 2.0 version of heavy business are being squeezed
poverty alleviation. The government out, so profitability should improve

isn’t that concerned about poverty dramatically [for PetroChina]. And
anymore and is focused on the next as PetroChina shifts from oil and gas
segment of the economy—the middle to more gas, it should become more
class, especially in the rural parts of stable and grow at mid-single digits.
China. That should bode well for Valuation assumes a decline in
Zhongsheng Group [881.Hong growth. Plus, PetroChina has a
Kong], a luxury-auto dealership trad- dividend yield of about 8%. “India stands Semiconductors have been at the
Sara Moreno
ing at a low-teens valuation. There’s center of this localization push as

aspirational demand for luxury autos Which companies will benefit out as a the U.S. begins to restrict China’s Co-manager, PGIM Jennison Emerging Markets Equity Opportunities Fund
and opportunity in secondhand cars from Beijing’s push to become access to critical technology. How
and services. more self-reliant?
country do you capitalize on that? Company / Ticker Recent Price Market Value (bil) Forward P/E
Chwang: Domestic production is immune Chwang: China still imports a hefty Silergy / 6415.Taiwan NT$5,350 17.9 65
What other opportunities are pop- proliferating in semiconductors and amount of content [for chips]. The
ping up as the government shifts a range of other sectors, including to China’s onset of the trade war in 2018 sparked Contemporary Amperex CNY625.88 226.7 79
its focus?
Chwang: Areas of the solar and
medical devices and even specialty slowing more thinking about the degree of Technology / 300750.China
chemicals. In many markets, the for- dependency, creating a movement to
electric-vehicle value chain offer eign participants are dominant, but growth. increasingly use more local content in
Zomato / 543320.India INR165.65 16.7 NM
opportunity as penetration ticks up. for smaller Chinese businesses that semiconductors and software. Tai- Forward P/E for next 12 months. NM=not meaningful. Source: FactSet
Wuxi Lead Intelligent Equipment can grow market share from 1% to

We like wan-listed Alchip Technologies
[300450.China] is a battery-equip- 3%, or 3% to 5%, it’s a big move in Zomato, [3661.Taiwan] is seeing a lot of growth
ment provider to Contemporary terms of earnings. from design houses in China trying to ness prospects] more sustainable. history that a country other than
Amperex Technology [300750. In addition to benefiting from local- India’s make chips locally. You want to buy the sorts of busi- the U.S. will get to the next level of
China], or CATL, one of the largest ization, small-caps have benefited leading Moreno: We own Silergy [6415.Tai- nesses that China has to buy, rather telecommunications first. The U.S.
battery-equipment manufacturers from the regulatory headwinds expe- wan], a fabless design house based in than what China sells. was first with email, personal com-
in China. It is in the first inning of rienced by larger companies this year. online food- Taiwan that works in power-manage- Green: The 5G infrastructure provid- puters, 2G, and 3G, and that meant
growth. And at 50 times forward
earnings, Wuxi Lead is cheaper than
Leader Harmonious Drive Systems
[688017.China] is an industrial auto-
delivery ment integrated circuits. It isn’t just
the localization trend in China that
ers are also essential, particularly
with the growth slowdown under
the U.S. market led the globe with
e-commerce—with Amazon.com
CATL, which trades at 80 times, company.”
Photograph by David Vintiner

mation company that benefits from helps; they are gaining share world- way and a shift to greater fiscal eas- [AMZN] and Uber Technologies
Photograph by Sasha Israel

making it a more attractive way to localization, but also addresses a wide. ing. There is going to be a massive [UBER] and other companies based
Sara Moreno
tap the developments in electric demographic shift in China. In the Jain: We still like the semi-equip- buildout in China 5G. Sichuan has off mobile. Now, China is going to be
vehicles. lower-tier cities, it is getting harder ment companies—whether it’s ASML 35,000 5G base stations, the U.S. has that [first mover] for 5G. China is a
Moreno: China has committed to to find migrant workers, and there is Holding [ASML], LAM Research 50,000, and Sichuan is going to go to leading indicator for where the rest
raising the non-fossil-fuel share in its increased willingness by factory own- [LRCX], or Tokyo Electron [8035. 250,000—a similar magnitude jump of the world’s internet is going.
energy mix to 25% by 2030, so there ers to use more robotics and industrial Japan]—because there are really no across China.
is a commitment to net-zero and automation. alternatives. That makes [their busi- It’s going to be the first time in What risk related to China isn’t
getting enough attention from

“There will investors and others?
be more Green: The pace of structural reform.
So far, [economic adviser] Liu He has
inclusion of been pretty exceptional in his diagnosis
knowledge- of the problems facing China and the
ways China can use its extraordinary
based policy levers to try to get around them.
sectors, A policy misstep, Liu’s marginalization
within the party, or the ascension of
such as someone more ideological would be
large risks.
infor- Chwang: China is keen to meet its
mation goals toward lower emissions over
the long term. Higher environmental
technology standards have discouraged new pro-
and duction capacity in many parts of its
materials complex, such as steel, fab-
healthcare, rics, and industrial chemicals. In the
within the third-quarter results, we’re seeing
some raw-material inflation pres-
Chinese sures start to show up for users of
these materials. Longer term, that is
equity something we have to monitor. China
universe.” doesn’t want to up the dial in produc-
ing more, due to its longer-term
Winnie Chwang
climate goals, so that supply-side
dynamic isn’t going to go away.
Jain: The energy transition in China
[is a risk] because it will impact sup-

ply chains and inflation. Since 2001,
inflation has been much better be-
haved because of the ease of out-
sourcing into Asia, particularly
China. If that is coming to an end,
there are global inflation implica-
tions. Technology is the sector most
correlated to higher inflation. Ulti-

mately, China could end the party for
multiple expansion in megacap tech-
nology stocks through the inflation
channel.
Thanks, all. B
Winnie Chwang
Co-manager of Matthews China Fund;
lead manager, Matthews China Small Companies Fund
Market
Recent Value Forward
Company / Ticker Price (bil) P/E
Alchip Technologies / NT$1,190 $3.0 42

3661.Taiwan
Leader Harmonious Drive CNY158.50 3.0 80
Photograph by María del Río

Systems / 688017.China
Wuxi Lead Intelligent CNY80.97 19.9 53

Equipment / 300450.China
Zhongsheng Group HK$68.95 21.4 14

Holdings / 881.Hong Kong
Forward P/E for next 12 months. Source: FactSet
S I Z I N G U P S M A LL- CA P S
A Boat and RV Parts Maker

total sales in 2018. In 2020, the num- To expand its aftermarket offer-
ber jumped to 22.5%, and it should ings, LCI has been acquiring new
only get larger. businesses, such as CURT Group, a
Sales of new boats and RVs surged trailer-hitch maker it bought for
in the pandemic, and a slowdown in $340 million in 2019. The operating
With Dual Profit Engines

the company’s original equipment margin in LCI’s aftermarket business
business could hurt the stock. hit 11.4% in the third quarter, versus
At the same time, all of those new just 6.8% for the rest of its business.
vehicles will need replacement parts. Lower input costs and the contin-
“We’re entering a period where ued expansion of aftermarket busi-
you’re going to have more things ness means that LCI’s sales and
LCI Industries could be a prime beneficiary of easing supply-chain bottlenecks. break down and need to be re- earnings could grow faster than cur-
Better yet, it has embarked on a smart expansion into aftermarket parts. placed,” says Daniel Moore, an ana- rently predicted. Analysts expect the
lyst at CJS Securities. “You should company’s sales to grow 9% in 2022,

see really good [aftermarket] growth. to $4.8 billion, and earnings to climb
While a fifth of the company’s 17%, to $12.69 a share.
By JACOB SONENSHINE Those problems are starting to business currently comes from the Still, the Street expects LCI’s earn-
B
ease, LCI management said during aftermarket, LCI’s chief financial ings to fall to $11.31 a share in 2023—
ottlenecks and supply shortages have caused the company’s third-quarter earnings officer, Brian Hall, wants to increase a number that’s far too low if the
major problems for LCI Industries, which call, and it guided fourth-quarter the replacement parts’ share of sales company can hit $5 billion of sales
makes parts for recreational vehicles and operating margins up by one to 1.5 to 25% by 2023. that year, says Truist Securities ana-
boats. Those problems are starting to ease— percentage points above third- Helping to drive that growth, Hall lyst Michael Swartz. With the com-
and that could be the catalyst for a higher quarter levels. That’s one reason says, is that large distributors are pany expected to boost margins to
stock price. LCI stock has rallied 10% since its beginning to take over mom-and-pop something closer to 9%, earnings
Shortages and supply-chain snarls have Nov. 2 earnings report. parts dealers. Small dealers typically could hit $13 a share or more.
hit many manufacturing companies, particularly small LCI isn’t just counting on lower order a single part upon request “[We] believe the worst is now
ones, where it hurts—their profit margins. The median materials costs and other supply- from a vehicle owner, but larger dis- behind LCI and that we could actu-
operating margins for the S&P 600 small-capitalization chain problems slowly easing. It has tributors buy different products— ally see upside to margins in coming
stock index decreased to 8.9% in the third quarter, down bet big on the aftermarket, which has and more of them—to make them quarters,” Swartz says. “We remain
from 10% in the second. historically been a small part of its available to consumers at any given constructive on the [long term] story
LCI Industries (ticker: LCII) saw its own margin drop business, accounting for just 9.4% of moment. and believe sentiment should im-
from 8.6% to 7.6%. But those supply-chain problems are prove, given the more favorable cost/
easing—and LCI, whose brands include Taylor Made price dynamic set to unfold in com-
boat parts and Thomas Payne RV furniture, is a prime LCI Industries ing quarters.”
beneficiary. RV- and boat-component manufacturer At the current 12.4 times 12-month
Management has taken steps aimed at ensuring that LCII / NYSE $160
estimated earnings—below the five-
Headquarters: Elkhart, Indiana
margins recover, by continuing to shift its focus from year average of 15.2 times—LCI stock
selling parts to RV and boat manufacturers to the more Recent Price: $154.21 140 would be worth $161 a share, 2.6%
profitable aftermarket business—selling replacement YTD Change: 19% above Friday’s close. But an increase
parts. 120 to 14 times would make the shares
Market Value (bil): $3.9
As a result, the company, which has a stock market worth $182, up 16% from Friday’s
2022E Sales (bil): $4.8 100
capitalization of $4 billion, could return to previous lev- close, says CJS Securities’ Moore,
els of profitability. That could push the stock, which 2022E Net Income (mil): $328 though it may take some patience
Illustration by Alex Fine
closed at a record $156.91 on Friday, to new highs. 2022E EPS: $12.69 80 before it plays out.
It’s difficult to overstate just how much LCI, also One advantage that LCI has:
2022E P/E: 12.1
known as Lippert, has been hurt by the shortages. Rising 60 Unlike many other small-cap compa-
Dividend Yield: 2.3%
input costs shaved about five percentage points off its nies, it pays a dividend, currently
E=estimate. 2019 ’20 ’21
gross margin, which fell to 21.6% during the just-ended Source: FactSet
yielding about 2.3%. So, investors
third quarter, from 26.8% in the same 2020 period. will get paid to wait. B
FUND PROFILE Talking With Bill and Cole Smead aren’t negotiable: Companies need to meet lions of dollars in research to run helicopters Scoreboard: Southern Exposure
an economic need, have a distinct competi- over shopping mall parking lots, when I just (U.S. stocks rallied, with the S&P 500 up 1.19%, while tactical allocator Quantified STF surged 5.72%.
Co-Managers, Smead Value tive advantage and track record of profit- go home and talk to my wife,” says Bill Inflation fears and a strong dollar sank Latin America currencies, with stocks down 6.11%.
ability, generate free cash, and trade at a Smead, who describes her as a prolific One Week Year-to-Date
significant discount to their intrinsic value. shopper and trend spotter.
The team also considers the health of a Millennials may be more inclined to point U.S. STOCK FUNDS 0.02% 23.66%
Cole Smead, left, and TOP SECTOR / Latin American Funds – 6.11 – 15.65
company’s balance sheet, its history of and click for basic necessities, but investors
Stocks That
his father, Bill Smead BOTTOM SECTOR / Quantified STF; Inv / QSTFX 5.72 31.24
shareholder-friendly decisions, and strong have been too quick to write the obituary S&P 500 1.19 25.25
insider ownership. on shopping malls, he says. That thesis U.S. BOND FUNDS – 0.15 0.91
Bloomberg Barclays AGG Bond 2.02 24.69
Home builders have been a staple of the prompted the fund to buy Macerich (MAC),
fund since late 2013, when it became clear which is considered one of the best shop- THE WEEK'S TOP 25
that demand for housing from millennials ping-center operators in the business, in July Fund Investment Objective One Week Year-to-Date
Make You
would dramatically outpace supply. “The 2019 at about $33 a share. When the pan-
Fidelity Sel Retailing / FSRPX Consumer Services 4.91% 26.6%
number of homes built in 2011 on an abso- demic sent Simon Property Group shares Fidelity Sel Cnst&Hous / FSHOX Consumer Goods 4.20 51.1
lute basis was 40% lower than the worst (SPG) tumbling in March 2020, the Smead Federated Hrms MDT MN IS / QQMNX Alt Long/Short Eq 4.14 21.1
single calendar year in the prior 60 years,” team took note that CEO David Simon and Morg Stan I Advtg I / MPAIX Large-Cap Growth 4.09 13.5
Transam Cap Growth I / TFOIX Multi-Cap Growth 3.99 22.1
says Bill Smead. He bought shares in NVR other insiders were buying, and the fund Wireless Fund / WIREX Telecommunication 3.96 21.8
(NVR), the parent company of Ryan Homes, snapped up stock in the largest retail real
‘Queasy’
Morg Stan I Growth I / MSEQX Multi-Cap Growth 3.84 23.3
for $940 that year; the stock recently traded estate investment trust at $57 a share. Fidelity Sel Semicnd / FSELX Science & Tech 3.56 56.6
around $5,200. The fund added Lennar As demographics drive demand for hous- Fidelity Adv Semicnd A / FELAX Science & Tech 3.52 54.9
Counterpoint Tact Eq I / CPIEX Alt Long/Short Eq 3.50 35.0
(LEN), recently priced near $108, for $47 in ing and commercial real estate, rising infla- Fidelity Adv Cns Dis A / FCNAX Consumer Services 3.42 24.4
2016. In late February 2020, as the Covid-19 tion makes land—and particularly land rich Fidelity Sel Cnsmr Dsc / FSCPX Consumer Services 3.40 24.8
pandemic was prompting the early stages of in natural resources—all the more valuable. GAMCO Gl Gl Growth AAA / GICPX Global Large-Cap Growth 3.26 25.9
HCM Tactical Growth A / HCMGX Multi-Cap Growth 3.17 41.4
a broad market selloff, the Smead team That’s just one reason that the Smeads like J Hancock III US Gro A / JSGAX Large-Cap Growth 3.15 24.3
scooped up D.R. Horton (DHI) around $57 energy stocks, which represented 20% of BNYM Technology Growth A / DTGRX Science & Tech 3.12 22.5
By SARAH MAX a share. It recently traded for about $93. fund assets at the end of September. PGIM Jenn Growth Z / PJFZX Large-Cap Growth 3.10 24.5
M
Amana Growth Inv / AMAGX Large-Cap Growth 3.09 30.1
In addition to demand outweighing sup- After taking an extended hiatus from
PGIM Jenn Focused Gr Z / SPFZX Large-Cap Growth 3.07 18.0
illennials are buying homes and having ply, says Bill Smead, large home builders energy stocks—the fund last owned the sec- J Hancock II Cap Ap NAV / JHCPX Large-Cap Growth 3.05 24.5
children later, demonstrating far different have the advantage of scale—especially in tor in 2010—the managers bought Occiden- Harbor Cap Apprec Inst / HACAX Large-Cap Growth 3.04 24.1
priorities and challenges than the baby the face of supply-chain issues—in what is tal Petroleum (OXY) in 2019 but sold it at Transam Large Gro I3 / TGWTX Multi-Cap Growth 3.03 22.9
Matthews Asia Tot R Ins / MINCX Emg Mkts HC Debt 3.01 – 2.9
boomers who raised them. But Smead otherwise a highly fragmented industry. a loss in 2020 as concerns over its debt- VA Technology Inst / DRGTX Science & Tech 2.95 22.4
Capital believes that members of this gener- “D.R. Horton says it will build 10% of all funded acquisition of Anadarko and plung- ProFunds Btcn Str PF Inv / BTCFX Alt Currency Strat – 10.82 NA
ation have more in common with their par- houses in the U.S. this year,” says the older ing oil prices sent its shares into the teens.
ents than they care to admit. Smead, who believes that the industry is The fund used tax-loss harvesting to replace THE WEEK'S BOTTOM 10
“We have a vision of what the next five to 10 years is poised for consolidation, which will pave the that position with Chevron (CVX) at $109 Fund Investment Objective One Week Year-to-Date
going to look like, and the dominant factor is what hap- way for higher profits and stock multiples. a share, and then added Continental Re- CBOE V Bitcoin SMV Y / BTCYX Flexible Portfolio – 7.51% NA
pens as millennials continue to get married, have families, With a surge in home buying comes in- sources (CLR) in August 2020 at less than BlackRock Latin Amer A / MDLTX Latin American – 7.33 – 18.4
and buy houses,” says Bill Smead, 63, the firm’s founder. T Rowe Price Int Lt Am / PRLAX Latin American – 6.24 – 13.1
creased foot traffic in lifestyle centers featur- $19 a share, followed by ConocoPhillips Rydex Energy Svcs Inv / RYVIX Natural Resources – 6.20 25.4
The father of five has watched this pattern with his ing restaurants, entertainment, and retail. (COP) in October 2020 at about $33. All DWS Latin Am Eq S / SLAFX Latin American – 6.16 – 11.6
own adult children and their friends, but for a direct line “I feel bad for hedge funds that pay mil- three stocks have gained since. Jacob Internet Fund Inv / JAMFX Science & Tech – 6.03 27.8
into how this thesis is playing out, Smead can ask his As the Smeads’ conviction about oil in- Jacob Small Cap Gro Inst / JSIGX Small-Cap Growth – 5.96 13.1
Fidelity Latin America / FLATX Latin American – 5.53 – 18.8
second-oldest, Cole, who sits directly to his left. In 2007, creased, they invoked Warren Buffett’s twist Perkins Discovery / PDFDX Small-Cap Core – 5.09 16.8
Cole helped his dad launch their value-focused fund Smead Value on a Mae West quotation—“Too much of a
shop, and in 2014 he joined his father and co-manager Total Return good thing can be wonderful”—and bought THE LARGEST 25
Assets 3-Year* 1-Week YTD
Tony Scherrer in running the firm’s flagship $3.1 billion 1-Yr 5-Yr 10-Yr Occidental again in July this year, in the Fund (billions) Investment Objective Return Return Return
Smead Value fund (ticker: SMVLX). SMVLX 55.9% 17.8% 17.2% mid-$20s. Buying it back at a higher price
Fidelity Contrafund / FCNTX $129.5 Large-Cap Growth 26.9% 2.20% 27.3%
The Smeads have their differences when it comes to was “one of the hardest things I’ve ever Vanguard Wellington Adm / VWENX 109.4 Mix Tgt All Gro 15.1 0.56 17.2
Russell 1000 Value Index 31.0 11.7 13.0
vacation ideas (Bill thinks Cole’s trips are too exotic) and done,” says Bill Smead. Yet the very thing American Funds Bal A / ABALX 102.8 Mix Tgt All Gro 13.4 0.44 14.5
the greatest baseball player of all time (Bill says Willie Dodge & Cox Stock / DODGX 95.8 Multi-Cap Value 16.4 – 1.07 30.9
Top 10 Holdings that worked against Occidental in 2020—its American Funds EuPc R6 / RERGX 91.0 Intl Large-Cap Growth 17.3 – 0.16 6.4
Mays, and Cole says Ken Griffey Jr.). But when it comes Company / Ticker % Assets
debt—could work in investors’ favor. “In a American Funds Inc A / AMECX 83.3 Mix Tgt All Mod 11.0 – 0.30 14.2
to investing, the younger Smead is all in on his father’s Continental Resources / CLR 8.5% PIMCO Income Inst / PIMIX 82.2 Multi-Sector Inc 5.6 – 0.26 2.3
couple of years, they could be in a position American Funds ICA A / AIVSX 80.1 Large-Cap Core 18.0 0.92 23.6
strategy of buying companies that customers can’t live American Express / AXP 6.0 to buy back their bonds at a lower price, and American Funds Wash A / AWSHX 76.4 Large-Cap Value 16.4 0.28 24.6
without—when investors want nothing to do with them. on stronger oil prices,” says Cole Smead. Dodge & Cox Income / DODIX 72.3 Core Bond 6.3 – 0.07 – 1.0
Target / TGT 5.8 Vanguard PRIMECAP Adm / VPMAX 71.8 Large-Cap Core 19.0 – 0.32 22.5
If the idea of buying a stock makes you queasy, “you The Smeads, of course, are aware of the BlackRock Cash Inst SLA / 71.8 Instl Money Mkt NA NA NA
Lennar / LEN 5.2
probably should be buying,” says Cole, 37. growing pressure to replace fossil fuels with Fidelity SA US Tot Stk / FCTDX 70.2 Multi-Cap Core 22.3 0.57 25.8
NVR / NVR 4.9 American Funds FInv A / ANCFX 69.8 Large-Cap Core 18.6 0.62 21.7
The fund—which typically owns 25 to 30 U.S. stocks— clean energy. Cole Smead posits that energy American Funds NPer A / ANWPX 69.1 Global Large-Cap Growth 25.4 1.30 20.0
tends to see more than its share of volatility. For investors Simon Property Group / SPG 4.7 companies could eventually be leaders in American Funds CIB A / CAIBX 67.6 Global Equity Income 9.7 – 0.37 11.9
Fidelity Str Adv LgCp / FALCX 63.4 Large-Cap Core 0 0.95 27.6
who have held on for the ride, however, the reward has Macerich / MAC 4.7 carbon sequestration, but they say the en- American Funds CWGI A / CWGIX 62.5 Global Large-Cap Core 16.3 0.43 14.5
been 17% average annual returns over the past decade, ConocoPhillips / COP 4.6 ergy transition will take far longer than cur- T Rowe Price BC Gro / TRBCX 61.6 Large-Cap Growth 26.3 2.17 23.1
Vanguard Intl Gro Adm / VWILX 61.4 Intl Large-Cap Growth 27.5 0.22 5.2
better than 99% of the fund’s large value peers, even after eBay / EBAY 4.6 rent multiples suggest. “I was 10 years old Vanguard ITR 2030 Inst / VTTWX 59.9 Mix-Asst Targ 2030 14.0 0.29 11.8
accounting for a high, 1.26% expense ratio. when the U.S. government banned tobacco PIMCO Tot Rtn Inst / PTTRX 57.2 Core Plus Bond 5.7 – 0.05 – 1.1
JPMorgan Chase / JPM 4.5 Vanguard Sh-Tm Inv Adm / VFSUX 55.8 Short Inv Grade 3.8 0.03 – 0.3
To remove the emotion around investment decisions, ads on television,” says Bill Smead. “Guess Vanguard ITR 2025 Inst / VRIVX 55.5 Mixed-Asset Target 2025 13.0 0.27 10.2
the Smead team uses eight criteria, starting with five that Total 53.5% what was the best-performing stock on the
*Annualized 10/18/2018 to 10/21/2021. Through Thursday. Source: Lipper
Note: Holdings as of Sept. 30. Returns through Nov. 15;
five- and 10-year returns are annualized.
New York Stock Exchange over the next 40
Photograph by CASSIDY ARAIZA Sources: Smead Capital Management; Morningstar years? Philip Morris.” B
F UN DS
“Bitcoin is quickly becoming the pumpkin spice
of the asset management industry,” says
Morningstar’s director of global ETF research.
What’s That Bitcoin

$100 back, guaranteed basically, and supply of the crypto. Thus, Bitcoin acts
buying something that you cannot like an inflation-resistant currency that
completely convince me is not going can’t be debased like fiat money such as
to go to zero,” says Tuttle, whose the U.S. dollar, the supply of which has
Doing in Your Bond—

FOMO ETF (FOMO) has a 1.9% exploded in recent years.
weighting in the Grayscale Bitcoin This is the rationale WisdomTree
Trust. “I think the bond guys, for lack Investments gave for announcing in
of a better word, have FOMO. How do October that its WisdomTree En-
Or Stock—Fund?
you be a bond manager in this envi- hanced Commodity Strategy ETF
ronment?” Tuttle, of course, is refer- (GCC) would invest up to 5% in Bit-
ring to the fact that bonds currently coin futures. According to Wis-
pay hardly any interest. “I think [bond domTree’s blog post, “Over the past
managers] are trying to juice returns three years, Bitcoin’s annualized vola-
any way they can,” he adds. tility is 76.84%, while gold’s annual-
M
In response to a Barron’s interview ized volatility is 14.8%.... However, we
ost investors By Lewis Braham of a business like a stock, pay no fixed request, a BlackRock representative believe gold and Bitcoin are similar in
wouldn’t be income like a bond, and can’t power sent a Morningstar article on Rick their underlying economic structure.”
surprised to your car or feed you like a commodity? Rieder, the manager of Strategic In- The ETF currently holds a 3% posi-
find Bitcoin in And if Bitcoin doesn’t do those things, come Opportunities, and his take on tion in Bitcoin.
an exchange- why are they investing in it? Bitcoin. Rieder, Morningstar said, is “Some people would make the case
traded fund “Bitcoin is quickly becoming the skeptical of Bitcoin’s similarities to [that Bitcoin is] like venture capital”
like FOMO, pumpkin spice of the asset manage- gold, and as an asset class: “Rather, he because of its high-tech features, says
which, as its name and ticker suggest, ment industry,” says Ben Johnson, views Bitcoin futures as a call option Will Peck, WisdomTree’s head of
stands for “fear of missing out.” Morningstar’s director of global ETF on strong features, including the de- digital assets. “I think the argument
FOMO’s manager, Matthew Tuttle, research. “Pumpkin spice used to be velopment of its market infrastruc- for it to be a commodity, or more like
analyzes Twitter influencers’ remarks the sole domain of pumpkin pie, and ture, large institutional investors en- a hard asset, relates to the supply-and-
to see what’s popular, and Bitcoin, then it moved into candles and lattes. tering the market, and the resulting demand dynamics that Bitcoin has,
which has gone up 226% in the past 12 And now you can get pumpkin spice increase in liquidity.” which are similar to gold.”
months (though it has sagged lately), Cheerios if you want. I think what Of course, none of that Bitcoin-as- Yet as a virtual construct, Bitcoin
definitely fits that bill. [Bitcoin] is for many funds, especially a-call-option qualifies the crypto as lacks the physicality of a hard asset.
Much has been written about new funds just dabbling in it, is a way of an income investment. Admittedly, the Moreover, many investors don’t think
ETFs that buy Bitcoin futures, such trying to differentiate themselves from BlackRock fund’s Bitcoin futures posi- of gold as a commodity but instead as
as ProShares Bitcoin Strategy competitors.” tion is tiny, with a notional value of a currency because it has little indus-
(ticker: BITO), which launched in Octo- Differentiation is one thing; juicing $21 million as of its June 30 semian- trial or commercial use. “If you had
ber and already has $1.3 billion. And returns with a volatile asset class is nual report, its latest. a definition of commodities that ex-
there are exchange-traded products another. “There is a heck of a differ- The case that Bitcoin is like gold, cluded gold, then I think you might
that buy Bitcoin directly through vehi- ence between buying a bond that I which Rieder apparently dismisses, is want to exclude Bitcoin,” Peck notes.
cles such as the $38.7 billion Grayscale know in three years I’m going to get based on the idea that there is a limited Adding to the confusion, Bitcoin
Bitcoin Trust (GBTC). Investors buy- also shows up in stock funds, particu-
ing such products generally under- larly tech or financial-technology-
stand that they’re speculating in a vola- Funds Bet on Grayscale Bitcoin Trust oriented ones. Five of Kinetics Mutual
tile new asset class, though not Bitcoin is a growing presence in stock and other kinds of funds. Funds’ equity funds have sizable ex-
everyone agrees it is an asset class. posures to Bitcoin, three in double
But now that the global crypto mar- Portfolio Portfolio digits, the largest in the $306 million
Fund / Ticker Morningstar Category Date Weighting
ket exceeds $3 trillion, Bitcoin is turn- Kinetics Internet (WWWFX), which
ing up in odd places—commodity, Kinetics Internet / WWWFX Miscellaneous Sector 9/30/2021 33.6% as of Sept. 30 had 33.6% of its port-
stock, and yes, even that traditional Kinetics Global / WWWEX World Small/Mid Stock 9/30/2021 20.2 folio in Grayscale Bitcoin Trust. “It’s
portfolio ballast, bond funds. The $45 Kinetics Market Opportunities / KMKNX Mid-Cap Growth 9/30/2021 16.3 clearly not a stock,” admits Peter
billion BlackRock Strategic Income Doyle, Kinetics’ president. “You could
RG Aurum+ / GLDPX Commodities Focused 7/31/2021 15.1
Opportunities (BASIX) recently cre- see how it could become deemed the
ated an allocation to Bitcoin futures— Kinetics Paradigm / WWNPX Mid-Cap Growth 9/30/2021 7.9 money of the internet.” Initially, the
derivatives tied to the crypto’s perfor- ARK Next Generation Internet / ARKW Technology 11/17/2021 6.8 funds’ positions were all less than 2%,
mance—after revising its regulatory Kinetics Small Cap Opportunities / KSCOX Small Growth 9/30/2021 4.0 he says, but they’ve clearly grown.
documents in January. FOMO / FOMO World Large-Stock Blend 11/16/2021 1.9
The problem with crypto appearing
All this raises questions. How are in traditional funds is that it makes it
Emerald Finance & Banking Innovation / HSSAX Financial 9/30/2021 1.2
fund managers focused on more tradi- increasingly difficult for investors to
tional asset classes defining cryptocur- Appleseed / APPLX World Allocation 9/30/2021 1.0 understand precisely what they own—
rencies, which don’t provide ownership Sources: Morningstar; FOMO; ARK; Kinetics Funds and the unique risks of owning it. B
The key question for investors in hardware stocks

is whether orders are being delayed or destroyed.
T EC H T RA DE R For Cisco, the answer is clear.
enough semiconductors, power sup- pany dealing with shortages. As I

plies, and other key components to wrote last month, supply-chain woes
Shortages Are Roiling fulfill its needs. Manufacturing capacity have hurt recent quarterly results at a
is also an issue for Cisco, which doesn’t variety of hardware companies, in-
do any in-house manufacturing. cluding Apple (AAPL), which said
Cisco is providing financial support the issue is going to be even worse in
Tech Stocks–and to contract manufacturing partners to the December quarter.
expand capacity, and it’s adding more Supply-chain problems will be a
suppliers to address a severe shortage major topic of conversation in coming
of finished goods, but the larger prob- earnings calls from PC makers Dell
Creating Bargains lem remains. Technologies (DELL) and HP Inc.
Cisco Chief Financial Officer Scott (HPQ). They are both scheduled to
Herren says the company is “working report results after the close of trading
night and day” to resolve the compo- on Tuesday.
nent shortages.
s supply-chain issues estimates. The company’s revenue That’s adding new expenses in the he key question for inves-
roil the tech sector, no outlook for the January quarter calls short term. To get parts faster, Cisco is tors in hardware stocks is
company underscores for growth of 4.5% to 6.5%. At the paying surcharges for expedited deliv- whether orders are being
the issue more than midpoint, that implies revenue of ery of some components. Herren says delayed—or destroyed. For
Cisco Systems. The $12.6 billion, about $300 million short that air, ocean, and trucking shipping some consumer goods, shortages dur-
stock fell more than of the old Wall Street consensus. Cisco routes all remain “snarled.”
T
ing the holiday shopping season
6% on Thursday after is selling everything it can, but de- Cisco has raised prices on many could result in gift-givers simply buy-
the company reported financial re- mand has dramatically outstripped its products to offset the higher costs, but ing something else—your loved ones
sults that were dented by a panoply ability to meet customer needs. it will take time for the increases to might have to settle for a sweater
A
of component delays. And yet, it’s
hard to find an enterprise tech com-
By Eric J. Savitz Two months ago, I wrote a bullish
column about Cisco, ahead of its first
flow through to the income statement,
and pressure on margins will remain
over a laptop. But when it comes to
IT infrastructure, Cisco’s rivals face
pany with a more appealing long- meeting with analysts in four years. for at least the next few quarters. the same challenges; everyone is sup-
term outlook. I noted that July-quarter results had J.P. Morgan analyst Samik Chatter- ply-constrained. No one is better-po-
While there will be continued near- been better than expected, due to some jee wrote this past week that Cisco’s sitioned.
term noise for Cisco (ticker: CSCO), of the factors noted above, including latest results offer “proof to the strong Cisco CEO Chuck Robbins told me
investors should hop aboard now— strong demand from cloud vendors. demand environment.” He concedes that he sees no signs of lost orders so
the selloff this past week has made At the much-anticipated analyst that supply constraints have wors- far. “At some point, you lose some-
a cheap stock even cheaper. meeting, Cisco said it expected annual ened since the company reported thing to someone who can deliver
Cisco is seeing increased demand profit and revenue growth of 5% to 7% July-quarter results, but he views faster,” he said, while quickly adding
across its customer base: Cloud com- through 2025, driven by an expanding the headwinds as transient, with the that “we are getting our share the
puting vendors are ramping up capital portfolio of subscription-based busi- company’s accelerating orders “more other way, as well.”
spending to meet soaring demand, nesses. And this past week, Cisco re- reflective of the underlying pent-up Robbins noted that some competi-
telecom companies are rolling out peated its projection for growth in that demand for network and IT infra- tors have deferred shipments to exist-
their 5G networks around the world, same range for the July 2022 fiscal structure upgrades.” ing customers in order to supply new
and enterprise information-technol- year, suggesting acceleration in the Chatterjee has an Overweight rat- ones. But he also said that Cisco’s can-
ogy firms are accelerating spending second half of the fiscal year. ing on Cisco stock and a price target of cellation rates are running below his-
as the pandemic fades. But right now, supply-chain issues $70, some 30% above a recent close of toric norms. In short, most of Cisco’s
In its fiscal first quarter ended on are creating multiple problems for the $53.63. customers will simply wait it out. In-
Oct. 30, Cisco saw 33% order growth, company. For one thing, Cisco can’t get Cisco is hardly the only tech com- vestors should do the same. B
accelerating from 31% in the July
quarter, with a whopping 200%
growth in demand from “webscale”
cloud providers and a 60% increase Cisco’s orders were up by a third in the
from telcos. Cisco said it exited the
October quarter with the highest
backlog in its history.
most recent quarter, and CEO Chuck
Investors were too focused on the
supply-chain issues to notice. While Robbins says the company’s backlog is
revenue of $12.9 billion was up 8%
from the total a year earlier, it was at historic highs. But investors are too
toward the low end of the company’s
guidance range of 7.5% to 9.5% and worried about the supply chain to notice.
Christopher Goodney/Bloomberg
about $100 million shy of Wall Street
THE EC ONOMY
Goldman Sachs says recent declines in consumer
sentiment would imply a 0.4% drag on fourth-
quarter annualized consumption growth.
Have Consumers’
prices, and surging shipping costs, Therein lies one reason not to dis-
protecting profit margins and then card survey data that are so glaringly
padding them some more. Anxious conflicting with reality, or at least the
about supply-chain challenges, retail- reality before it is adjusted for infla-
Inflation Fears Sped

ers began pushing out a wave of holi- tion. Curtin at the University of Michi-
day deals in October, a report from gan attributes falling confidence al-
software company Adobe shows. But most entirely to rising prices. While
those deals have been skimpy. Prices respondents widely reported nominal
Spending? It Seems So
rose in 12 of 18 categories last month; income gains, half of all families fore-
they almost always fell, on average, see reduced real incomes next year,
during the same period from 2015 to and a quarter say they already feel
2019. inflation is reducing their standard
Expectations for record-high corpo- of living, he says.
I
rate profit margins of 13.1% this year, Consumers speeding up purchases
13.2% next year, and 13.8% in 2023 are in anticipation of higher prices is the
nflation is making consumers shun sentiment surveys, viewing them proof that cost pressures aren’t squeez- very dynamic central bankers fear. If
miserable. To judge from retail as useless when spending data are ing margins, says Ed Yardeni, presi- real-world prices shape inflation expec-
sales, that might not matter—for readily available each month. After all, dent of Yardeni Research. Retailers’ tations that wind up determining actual
now. But lofty inflation expecta- the golden rule of behavioral economics stocks are benefiting. The SPDR S&P inflation, perception becomes reality.
tions are a warning worth heed- is to observe what people pay, not what Retail exchange-traded fund (ticker: In fact, the report’s measure of inflation
ing, potentially signaling slower they say, economist Dan Geller notes. XRT) is up 10% this month and 61% expectations over the next year edged
economic growth ahead. But it isn’t that simple. Since retail this year, far outpacing respective gains up to 4.9%, the highest since 2008, with
When the Commerce Department sales are reported in nominal terms, of 2% and 25% in the S&P 500 index. 71% of all consumers surveyed predict-
reported October sales across retail meaning the data aren’t inflation- Consumers might not be happy about ing higher prices in the year ahead.
and food-services stores, the results far By Lisa Beilfuss adjusted, it is worth considering the it, but they are paying up. It’s important to note that long-
exceeded expectations, with total sales corresponding increase in the con- At least for now. “I wouldn’t look at term inflation expectations within the
rising at the fastest pace since March. sumer price index. That’s a back-of- it and say, ‘All our concerns are gone,’ ” latest Michigan survey held at 2.9%—
On the heels of a surprisingly sluggish the-envelope way to inflation-adjust notes Citi’s Clark of the upside retail elevated, but not alarmingly so. One
third-quarter gross-domestic-product the sales figure, says Citi economist sales report. “Part of it is that prices reading: Consumers buy the narrative
report that showed the slowest pace of Veronica Clark. Applying the CPI are pulling forward holiday shopping,” that inflation is mostly transitory,
growth since the recovery began, solid roughly suggests that higher prices she adds. believing that rates of prices increase
retail sales reminded investors that represented about half of the October While solid October sales augur will slow after next year. But not
U.S. consumers are flush, shopping, increase in sales, with actual sales well for fourth-quarter GDP, Clark everyone is sold.
and still powering economic activity. volume representing the balance. cautions of possible payback in No- Tom Porcelli, chief U.S. economist
You wouldn’t know it, though, to Higher prices aren’t altogether bad. vember and December, with sales at RBC Capital Markets, notes that the
look at confidence surveys. Take the Companies are successfully passing in those months potentially lower share of people expecting inflation to
latest report from the University of on climbing wages, rising material because consumers shopped earlier. be around the Federal Reserve’s 2%
Michigan. Consumer sentiment fell target over the next year has fallen
in early November to its lowest level sharply, and is near the lowest level
in a decade, says Richard Curtin, the Unhappy Customers observed over the past few decades.
survey’s director. Inflation Is weighing on sentiment but not spending–yet. The number of people predicting infla-
The details are even drearier: A tion of 3% or higher has shot up dra-
1-Year Inflation Expectations
quarter of U.S. households expect 5.5%
matically, driven by the share of people
their financial situation to deteriorate, anticipating inflation of 15% or more.
the biggest share since 2008; half of 5.0 Few things are seeing prices rise at
respondents say the national economy 4.5
that pace. “But the simple fact that
has recently weakened and will con- people perceive it that way should
tinue to do so in the year ahead; and 4.0 be enough to scare the Fed,” Porcelli
nearly six in 10 consumers think bad says, adding that inflation fear is
3.5
times financially will persist in the widespread, with the entire income
next five years. Economists at Gold- 3.0 distribution on the same page.
man Sachs say the recent declines The question isn’t whether con-
2.5
in the Michigan gauge would imply a sumers feel inflation and expect it to
0.4% drag on fourth-quarter annual- 2.0 run higher over the next year. It’s
ized consumption growth, which ac- whether consumers are spending
1.5
counts for about two-thirds of GDP. now because of those rising inflation
2007 2010 2015 2020
What consumers say and what they expectations at the expense of future
do don’t always jibe. Some economists Sources: Federal Reserve Bank of St. Louis; University of Michigan spending—or in spite of them. B
companies such as Morgan Stanley mining and financial sectors.
I N C O M E I N V E STI N G
(ticker: MS) that saw an easing on payout During the third quarter, mining com-
restrictions from the Federal Reserve. The pany BHP Group (BHP.UK) paid a record
company doubled its quarterly dividend to final dividend of $2 a share, up from 55
70 cents a share over the summer. cents a year earlier.
Dividends were on the upswing in most Janus Henderson notes that the coun-
regions in the third quarter, with Japan up tries with the biggest dividend cuts during
26%, Asia Pacific excluding Japan up 38%, the pandemic experienced the largest
Global Dividends Set and the United Kingdom up nearly 90%.

Continental Europe saw a 34% decline.
Janus Henderson notes that only about 10%
rebound—in particular the U.K. and Aus-
tralia. For U.S. companies in the quarterly
survey, dividends totaled $130.7 billion in
Third-Quarter Record of European company dividends get paid out

in the third quarters, adding that payouts
there “have mostly returned to their usual
the quarter, a third-quarter record.
The largest U.S. dividend payers during
the quarter included AT&T (T), Apple
timetable.” Emerging markets saw an in- (AAPL), Microsoft (MSFT), and Exxon
crease of 31%. (Those tallies are in dollars.) Mobil (XOM). Last month, Exxon declared
As a result of the overall strong third- a quarterly dividend increase, the first time
By Lawrence C. Strauss In the U.S., plenty of companies cut or quarter performance for dividends, Janus it had done so since April of 2018. The com-
suspended their dividends during the pan- Henderson raised its forecast for 2021 by pany plans to boost its quarterly payout by
A
fter a steep decline during the demic in sectors such as energy, but the about 2%, to $1.46 trillion, which would be a penny, to 88 cents a share.
pandemic, global dividends con- overall trend was stable. In other regions, a calendar-year record. The surge in dividends has been a tail-
tinued their comeback in the third notably Europe, dividend cuts and suspen- Peron says he expects dividends to con- wind for many equity income investors.
quarter, and investors should ex- sions were much more widespread due in tinue to increase, “though not at this torrid Aaron Clark, a portfolio manager for
pect more good news in 2022. part to regulatory mandates. pace,” powered by a recovery in economic GW&K Investment Management’s all-cap
“The U.S. kept chugging along, whereas Still, global dividends, which totaled growth and earnings over the next couple and dividend-focused strategy, sees plenty
globally it was a big rebound,” says Matt $403.5 billion, had their best third quarter of years. of upside for dividend stocks.
Peron, director of research at asset man- ever—up 19.5% year over year. Some 97% of the U.S. companies in the “It’s probably the best place to find in-
ager Janus Henderson. In all of 2020, when the pandemic hit, survey raised or maintained their divi- come right now,” Clark says. “You can get
The firm publishes a quarterly survey of dividends totaled roughly $1.3 trillion, dends in the quarter, he says. Globally, yields comfortably in the 2.5% to 3% range
dividend trends, based on the 1,200 largest down about 12% from 2019 levels. 90% raised or maintained their dividends. that are growing probably close to double
publicly traded companies globally as of the Third-quarter 2021 dividends rose by In the U.S. and overseas, two areas that digits, and it’s hard to replicate that any-
beginning of each calendar year. 10% in the U.S., helped by big financial stood out for dividend rebounds were the where else in the income world.” B


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MARKET WEEK
November 15 through November 19, 2021
Euro Trader P. 38 Power Play P. 41

Emerging Markets P. 38 Charting the Market P. 43
Striking Price P. 39 Winners & Losers P. 44
Commodities P. 40 Research Reports P. 45
Inside Scoop P. 41 Market View P. 46
13D Filings P. 41 Statistics P. 47
MARKET PERFORMANCE DASHBOARD
Dow Jones Industrials S&P 500 Nasdaq Composite SPDR S&P Retail ETF
35,601.98
52-wk: +21.66% YTD: +16.32% Wkly: -1.38%
4697.96
52-wk: +32.06% YTD: +25.08% Wkly: +0.32%
16,057.44
52-wk: +35.45% YTD: +24.59% Wkly: +1.24%
$101.05
52-wk: +75.34% YTD: +57.11% Wkly: -1.38%
Covid Comes Back

Tech stocks popped on Friday, while the Dow fell 0.7% and bond 2.0%
yields dipped. New Covid-19 restrictions in Europe cast shadows.
1.5
1.0
0.5
-0.5
Catalyst Shopping A Retail Surge
After earnings season, Retail sales in October rose 1.7%
investors tried to figure out what from the previous month, the -1.0
to focus on next. The S&P 500 biggest advance since March. More New Records
was down fractionally on The SPDR S&P Retail exchange- Macy’s rocketed up more than 21% on Thursday—and -1.5
Monday, and the Dow and traded fund gained 1.1% on Nvidia gained 8.2%—as the S&P 500 rose 0.34% and the
Nasdaq were equally unmoved. Tuesday. Nasdaq Composite climbed 0.45%, both notching record closes.
-2.0
Monday Tuesday Wednesday Thursday Friday Close
Source: Barron’s Statistics
T
he broad U.S. stock lower-priced stocks like Intel (INTC). sales rose 1.7% in October, more than
THE TRADER market eked out a

gain this past week,
propelled by strong
The Nasdaq Composite rose 1.2%,
hitting a record on Friday as tech
stocks continued to rise. Nvidia
expected, and earnings from several
chains showed that shoppers aren’t
retreating. Results from Home Depot
retail earnings and (NVDA) was a top performer, adding (HD) and Lowe’s (LOW) suggested
more outperfor- 7.9% for the week. that consumers are still adding ameni-
mance by tech The gains are coming despite, or ties to their homes. Macy’s (M) wowed
Despite shares. Inflation looms, but has shown

little sign of hurting results so far, and
perhaps because of, a lack of enthusi-
asm in either direction from investors.
Wall Street with a possible plan to sep-
arate its digital business from its
Inflation, investors keep reaping the rewards.

That said, the major indexes were
By Avi Salzman “The S&P 500 hasn’t moved 1% or
more in 25 trading days, the longest
bricks-and-mortar stores; its shares
jumped more than 21% on Thursday.
Earnings
mixed on the week. The S&P 500 rose streak in two years,” writes Ally Invest Results from Kohl’s (KSS) and Wal-
0.3%. The Dow Jones Industrial Aver- senior investment strategist Callie Cox. mart (WMT) were impressive too.
Are a Balm
age fell 1.4%, as Boeing (ticker: BA) “It’s risen 6% over that same period in a In fact, earnings have been remark-
and Goldman Sachs Group (GS) had classic example of a slow grind higher.” ably impressive, even as investors fret
a particularly rough time. Because the Government data and earnings re- that companies won’t be able to handle
For Stocks index is price-weighted, Goldman and
Boeing, which dropped 5.8% on the
ports over the past few days offered
investors a temperature check of U.S.
supply-chain slowdowns. The S&P
500 is up 8% during this earnings sea-
week on delayed 787 deliveries, can consumers as prices started to rise. The son, its best performance in seven
make the index swing much more than diagnosis came back healthy—retail years, according to Cox. “Profit mar-
T H E ST RIKING PRI C E
It’s impossible to know whether Rivian Auto-
motive will trade like an unhinged meme stock,
or if the shares and options will fall back to earth.
Only the Brave Should Equity Options
Play Rivian Options CBOE VOLATILITY INDEX

VIX Close VIX Futures
40
THE EQUITY-ONLY PUT-CALL RATIO
Put-Call Ratio S&P 500 Index
130
35
105
30
By Steven M. Sears higher strike price, but with the same expi-
25 80
ration, investors can get the options market
W
e noted last week that stocks to pay for all, or some, of a stock’s potential 20
were so robust that it can advance. In return, you must be willing to 55
15
now be said that pigs—once buy the stock if it declines.
said to get slaughtered—make With Rivian’s stock at $128.60, aggressive D J F M A M J J A S O N 10 D J F M A M J J A S O N 30
more money than bulls or bears. investors can sell Rivian’s December $125 Daily Values Source: CBOE Source: McMillan Analysis Corp.
By Tuesday, as if to test our new axiom, put for about $15 and buy the $135 call for
the options exchanges listed Rivian Auto- about $14. If Rivian is at $200 by expira- SPX SKEW NDX SKEW
motive (ticker: RIVN), one of the world’s tion—and why not?—the call is worth $65. Implied volatility % Implied volatility %
hottest stocks. It’s now possible to use just If the stock runs out of juice and de- 16% 13%
a little money to wager on a company that clines, be prepared to buy it. If the stock is
15 12
could be to electric trucks what Tesla at $100—and why not?—investors would
(TSLA) is to electric cars. be obligated to buy it at $125 or adjust the 14

11
Rivian’s R1S sport-utility vehicle and R1T put to avoid assignment. 13
pickup are a sight to behold. Its commercial In Rivian’s brief existence, its shares have 10
12
vans, which are optimized for delivery and ranged from $95.20 to $179.47. They doubled 9
11
logistics, have attracted an early order from since the company went public on Nov. 10 at
Amazon.com (AMZN). Early investors $78—and closed on Friday 28% below their 10 8
included Ford Motor (F), T. Rowe Price peak. It’s impossible to know whether Riv- 9 7
D J F M A M J J A S O N D J F M A M J J A S O N
Group (TROW), and Amazon. ian will trade like an unhinged meme stock Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
Rivian’s future seems extraordinarily propelled by greedy investors, or if the Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference
intriguing, and thus the fear and greed pre- shares and options will fall back to earth. between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher
readings are bearish.
miums baked into each of its put and call The company has never sold a truck. It
options are extraordinarily high. has no revenue. Anyone who preordered a Week's Most Active
Rivian’s implied volatility level— truck could buy into the initial public offer- Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
essentially the options market’s educated ing—even though they could cancel their Dicerna DRNA 19240 3527 15713 224 56 85.9
guess at how likely the stock is to move, up orders. Yet the IPO is in an elite class. In the Pine Island Acquisition PIPP 80693 73037 7656 1512 98 53.4
or down—is about 130%. The S&P 500 in- past five years, just seven other billion-dollar Destination XL DXLG 10004 8190 1814 260 93 38.5
Olema Pharmaceuticals OLMA 7207 6287 920 232 100 31.1
dex, in comparison, has an implied volatility IPOs have advanced for five straight days. SIGA Technologies SIGA 15341 15050 291 532 88 28.8
of 17%. High volatility signals a strong like- Rivian is an example of the extraordi- BM Technologies BMTX 67046 65597 1449 2532 96 26.5
lihood of significant stock swings. nary excesses that have come to define the Kezar Life Sciences KZR 34227 17623 16604 1352 61 25.3
That suggests that Rivian’s just-listed options market, as stocks continue to trade La-Z-Boy LZB 10113 5016 5097 416 6 24.3
ClearSign Technologies CLIR 7627 7284 343 336 99 22.7
options may prove to be even hotter, and at all-time highs. It is also everything that is Talkspace TALK 19275 16841 2434 964 100 20.0
more active, than the stock. great about America. EVO Payments EVOP 2872 2704 168 148 89 19.4
With just a little money, investors can try Robert J. Scaringe, the company’s Dolby Laboratories DLB 6260 3493 2767 436 1 14.4
Varex Imaging VREX 3749 957 2792 264 32 14.2
to profit from Rivian’s stock movement. An founder, worked on cars as a little boy in
OneConnect Financial Tech OCFT 10406 3801 6605 808 100 12.9
options contract covers 100 shares, but puts his neighbor’s garage. His boyhood room Telos TLS 11130 9109 2021 892 46 12.5
and calls cost a fraction of the price of the was littered with parts. He has followed his EyePoint Pharmaceuticals EYPT 32131 20065 12066 2592 28 12.4
shares. The returns on an options contract passion and become an entrepreneur who Second Sight Medical Products EYES 15068 12938 2130 1284 75 11.7
Canoo GOEV 334681 291433 43248 28976 72 11.6
can be stunning. has captivated the world with his vision. On Holding ONON 75458 59343 16115 6808 100 11.1
For anyone who has a big enough risk The options market is saying that the MagnaChip Semiconductor MX 29485 20699 8786 3076 96 9.6
budget—meaning you can afford to lose excitement is far from over. B This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the
the money and it will not affect your life— 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
Rivian’s options could be a gift from the Steven M. Sears is the president and chief oper- 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
market gods. Aggressive investors can ating officer of Options Solutions, a specialized should be aware of these increased risks if trading in these names
consider a strategy we have often recom- asset-management firm. Neither he nor the firm 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.
mended for Tesla: the risk reversal. has a position in the options or underlying securi- Source: McMillan Analysis
By selling a put and buying a call with a ties mentioned in this column.
COMMODITIES
Shift to Cleaner Energy
Boosts Lithium, Copper
By Myra P. Saefong rise significantly over the next two decades
to over 40% for copper and rare-earth
A
s major countries move toward elements, 60% to 70% for nickel and co-
reaching a goal of zero carbon balt, and almost 90% for lithium, accord-
emissions and make a bigger ing to the International Energy Agency.
shift toward cleaner-energy al- Lithium supply has been “severely
ternatives, demand for metals such as underinvested in the past few years, while
lithium, cobalt, copper, and nickel is ex- demand is expected to grow exponentially
pected to climb. throughout the decade as several coun-
“We have already seen metals like lith- tries set ambitious targets for EV sales,”
ium and cobalt take center stage in the says Scott Yarham, associate regional
NOW IN PRIME TIME market, but it is estimated that metals pricing director for metals in Europe, the
such as copper, nickel, and rare earths Middle East, and Africa, or EMEA, at
will see a larger portion of their demand S&P Global Platts.

Every Friday in their new prime-time 9 p.m. slot, come from clean energy in the years to Lithium demand was at about 300,000
editors and writers on Barron’s Rooundttable help you come,” says Brandon Rakszawski, direc- metric tons last year and is expected to
tor of exchange-traded-fund product reach one million metric tons in 2025 and
anticipate market shifts, take informed risks, and development at VanEck. two million metric tons in 2030, according
The metals used in cleaner-energy ap- to S&P Global Platts.
make smarter investment decisions. plications have become known as “green” Yarham points out that increasing
metals. Copper is used extensively across demand has led to a jump in lithium
wind, solar, hydro, nuclear, and geother- prices—and an increase in battery-pack

mal energy, as well as in electric-vehicle prices. If that continues, EVs will “strug-
HOST: JACK OTTER and battery technologies. gle to reach price parity with internal-
Metals such as manganese and molyb- combustion-engine vehicles,” which may
SPONSORED BY
denum are also important inputs to wind, slow down EV adoption.
hydro, and geothermal energy generation, For investors, green metals such as cop-
says Rakszawski. per, nickel, and zinc are traded in the fu-
Lithium and cobalt are expected to be tures markets, which presents a “unique
driven by the clean-energy transition, as set of risks and costs,” says VanEck’s Rak-
well. Lithium prices have already more szawski. Investment in other green metals
than doubled this year. The October read- isn’t accessible through futures contracts,
ing for the lithium price index is up 225% and physical investment isn’t practical in
Fox Business year to date, according to data from Bench- most scenarios, he says.
Fridays at mark Mineral Intelligence. Instead, “investing in companies that
The recently passed infrastructure bill are involved in the production, refining,
9 PM ET includes $7.5 billion to build out the U.S.’s processing, and recycling of green metals
network of electric-vehicle chargers, which provides investors exposure to returns
is expected to help speed up the adoption that are strongly influenced by the price
of EVs. The “trend of increasing EV pene- of these metals,” says Rakszawski.
tration is key for [lithium] demand going The VanEck Green Metals ETF
forward,” says Cameron Perks, senior ana- (ticker: GMET), launched on Nov. 11, of-
lyst at Benchmark Mineral Intelligence. At fers investors exposure to a basket of
the same time, there is “little chance of a these companies.
balanced supply market” in the next few There is a “structural growth opportu-
years, he says. nity in green metals,” says Rakszawski, as
© 2021 Barron’s Group & Dow Jones & Company, Inc. All rights reserved. 4E5262
In a scenario that meets the Paris governments implement “aggressive policy
Agreement goals, the total share of miner- goals and consumer preferences shift to
als demand from the energy sector would low-carbon technologies.” B
I N S I DE SC OOP
vealed that it is seeking the addi- POWER PLAY
tion of independent directors,
An Activist
unaffiliated with Trian, to Janus
Henderson’s board.
Trian Fund Management now
Shakes Up
owns a 15.4% interest in Janus
Henderson.
As Musk Sells, Uber CEO Alpine Immune Sciences

(ALPN)
OrbiMed Advisors revealed on Dollar Tree
Buys $9 Million in Shares
Nov. 12 that it had raised its posi-
tion in the biopharmaceutical firm
by nearly a third, to 4,226,843 By CARLETON ENGLISH
shares, including 145,251 shares
D
that underlie warrants. ollar Tree has seen its share
On Sept. 17, OrbiMed bought of activist shareholders, but
By CONNOR SMITH lion unrealized pretax loss from its 1,010,637 Alpine Immune shares few have captured investor
stake in Chinese ride-sharing firm through a block trade at $9.40 excitement as quickly as
T
esla CEO Elon Musk’s stock DiDi Global (DIDI). apiece. The purchase marked a Mantle Ridge.
sales have investors buzzing Khosrowshahi bought 200,000 reversal in direction for OrbiMed, The investment firm, led by
about corporate insider stock shares at an average price of $44.92, Uber Technologies which had sold 600,000 Alpine Pershing Square alum Paul Hilal,
transactions. But not every according to a filing with the Securities Chief Executive Immune shares last December recently unveiled a $1.8 billion
transportation CEO is selling. and Exchange Commission. He now Officer Dara through a block trade at $14.25 per stake in the discount retailer,
Uber Technologies (ticker: owns about 1.18 million. It was his first Khosrowshahi share. OrbiMed now holds a 14.4% claiming in a regulatory filing that
UBER) CEO Dara Khosrowshahi open-market purchase of shares since added to his interest in Alpine Immune’s out- shares were “undervalued.” It isn’t
made a $9 million purchase of his he bought 250,000 in November 2019. ownership of standing stock. the first activist to do so. Starboard
company’s shares on Monday. Though Uber didn’t return requests from the ride-sharing Value targeted the company in Jan-
the reopening has seen a recovery for Barron’s seeking comment from the company’s uary 2019, only to back away three
Uber’s ride-sharing business, the

stock has struggled, down some 14%
company or the executive.
Khosrowshahi’s purchase helped
struggling stock.
Decreases months later after Dollar Tree
(ticker: DLTR) agreed to make
in 2021 and trading below its 2019
initial-public-offering price of $45.
Earlier this month, Uber reported
push Uber stock higher Tuesday, but
only fleetingly. Tesla stock (TSLA), on
the other hand, mostly held up as
In Holdings some changes.
Mantle Ridge appears to pack
more punch. Dollar Tree shares
its first quarterly profit on adjusted Musk disclosed a series of stock sales, Hain Celestial Group were up over 19% for the week.
earnings before interest, taxes, depre- after conducting a Twitter poll in (HAIN) There are two likely reasons for the
ciation, and amortization, or Ebitda. which users voted for him to sell 10% Engaged Capital slashed its stake excitement: First, Mantle Ridge is
However, using generally accepted of his stake. Keep in mind that he’s in the organic food and beverage known as a long-term investor that
accounting principles, it still posted a also exercising expiring stock options, company to 1,900,792 shares. normally focuses on a few positions
net loss of $2.4 billion. The company so his sales ostensibly will help pay Engaged Capital sold 12,379,504 at a time. Second, the firm is work-
blamed the GAAP loss on a $3.2 bil- options-related taxes. B shares through an underwritten ing with Richard Dreiling, former
offering that priced them at $45.50 CEO of Dollar General (DG), who
a share on Nov. 15. Concurrently, is credited with laying the founda-
Hain Celestial repurchased tion for that company’s success.
1.7 million shares from Engaged Over the past five years, Dollar
Original Filings Increases Capital, also at the noted offering

price. Additionally, Engaged Capi-
General’s shares are up 190% while
Dollar Tree’s have gained 63%—
Bird Global (BRDS)

Sequoia Capital revealed a posi-
In Holdings tal distributed 50,000 Hain Celes-
tial shares to investors for no con-
sideration.
with much of that run-up coming in
the past week. Dollar Tree suffered
from a troubled $9.2 billion acquisi-
tion of 12,304,430 shares in Bird Janus Henderson Group These disclosures are All told, Engaged Capital tion of Family Dollar in 2015. It isn’t
Global, an e-scooter and e-bike (JHG) from 13Ds filed with dropped its interest in Hain to 2%, yet known what Dreiling and Man-
the Securities and
manufacturer. The stake resulted Trian Fund Management increased Exchange Commission.
which accounts for 33,698 shares tle Ridge have in mind; Dreiling at
from the automatic conversion of its stake in the asset manager to 13Ds are filed within held by Engaged founder Glenn Dollar General had once tried to
convertible preferred securities 26,321,193 shares. Trian purchased 10 days of an entity’s Welling, who also serves on Hain’s buy Family Dollar. The window for
attaining more than
into common stock on Nov. 4. 1,714,291 Janus Henderson shares 5% in any class of a board of directors. nominating directors to the board
On Nov. 5, Bird Rides closed its from Oct. 5 to Nov. 15 at prices rang- company’s securities. Engaged said that its large Hain opens on Nov. 24.
merger with Switchback II, a spe- ing from $41.63 to $47.54. Trian dis- Subsequent changes divestment was related to the “re- Dollar Tree says it’s open to lis-
in holdings or inten-
cial-purpose acquisition firm, or closed that it “continues to engage in tions must be required wind-down” of five feeder tening to investor ideas and working
SPAC, to create Bird Global. Se- discussions with the board and/or ported in amended funds, and “not an indication of with Mantle Ridge. “We would eval-
filings. This material is
quoia Capital is represented on management of [Janus Henderson] from Nov. 11 through
[Engaged Capital’s] view on the uate any ideas for constructive value
Bird Global’s board by managing regarding various strategic and oper- Nov. 17, 2021. Source: future prospects” of Hain Celestial creation, with the best interests of all
partner Roelof Botha. ational initiatives.” Trian also re- InsiderScore.com Group. our shareholders and stakeholders
in mind,” says company representa-
tive Randy Guiler. B
TO ADVERTISE, CALL 1-800-366-3975
LEGAL NOTICES LEGAL NOTICES

AB Multi-Manager Alternative Fund AB PRIVATE CREDIT INVESTORS CORPORATION
Notice of Offer to Purchase for Cash 10% of its Issued and Outstanding Shares at Net Asset Value Per Share Notice of Offer to Purchase for Cash Up to 702,352.10 Shares of its Common Stock at a Purchase Price
Per Share of Common Stock Equal to its Net Asset Value per Share as of December 31, 2021
THE OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT 5:00 P.M., EASTERN TIME, ON THURSDAY, DECEMBER 23, 2021, UNLESS EXTENDED. THE OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT 5:00 P.M., NEW YORK CITY TIME, ON
AB Multi-Manager Alternative Fund (the “Company”), a statutory trust formed under the laws of the State of Delaware and registered with the U.S. Securities FRIDAY, DECEMBER 31, 2021, UNLESS THE OFFER IS EXTENDED OR WITHDRAWN.
and Exchange Commission as a closed-end, diversified management investment company, is offering to repurchase up to 10% of its outstanding Shares (the “Offer”) AB Private Credit Investors Corporation, an externally managed, non-diversified, closed-end management
from the shareholders of the Company (“Shareholders”) holding shares of beneficial interest (“Shares”), at their unaudited net asset value per Share determined as investment company that has elected to be regulated as a business development company under the
of March 31, 2022 or, if the Offer is extended, the last business day of the third month following the month in which the Offer actually expires (the “Valuation Date”). Investment Company Act of 1940, as amended (the “Fund”), is offering to purchase for cash up to 702,352.10
If a Shareholder would like the Company to repurchase all or some of their Shares (in each case, within the limits of the Offer), they should contact their financial of its shares of common stock, par value $0.01 per share (the “Shares”), at a price per Share equal to the
advisor or the Bernstein Global Wealth Management unit of AllianceBernstein L.P. (“Bernstein”) at (212) 486-5800 to request that written materials relating to the Fund’s net asset value per Share as of December 31, 2021 (the “Purchase Price,” and such date, as it may be
Offer be provided to them. These written materials, which will be sent at no expense to the Shareholder, include the Offer to Repurchase and a Notice of Intent to extended, the “Expiration Date”).
Tender. A tendering Shareholder must complete, sign, and mail (certified mail return receipt requested is recommended), fax or hand deliver the Notice of Intent to If stockholders would like the Fund to purchase their Shares within the limits more fully set forth in the
Tender to the Company’s agent specified therein, so that it is received before the Repurchase Deadline stated below. Fund’s Offer to Purchase, dated November 26, 2021 (the “Offer to Purchase”), and the related Notice of
Shareholders who desire to tender Shares for repurchase must do so by 5:00 p.m., New York time on December 23, 2021, unless the Offer is extended (such date and Intent to Tender (the “Notice of Intent,” and together with the Offer to Purchase, as each may be amended
time, as it may be extended, the “Repurchase Deadline”). All determinations as to the receipt of notices from Shareholders relating to the tender of Shares, including, or supplemented from time to time, the “Offer”), they should contact their financial advisor or the Bernstein
without limitation, determinations whether to excuse or waive certain variations from relevant procedural requirements, will be in the sole discretion of the Company Global Wealth Management unit of AllianceBernstein L.P. (“Bernstein”) at (212) 486-5800 to request that
written materials relating to the Offer be provided to them. These written materials, which will be sent at
REACH
or its designated agents, and any such determination will be final.
no expense to the stockholder, include the Offer to Purchase and a Notice of Intent to Tender. A tendering
The purpose of the Offer is to provide liquidity to Shareholders because the Shares are not listed on any securities exchange. The Offer is not conditioned upon the stockholder must complete, sign, and mail (certified mail return receipt requested is recommended), fax,
tender of any minimum number of Shares or any financing condition. email or hand deliver the Notice of Intent to the Fund’s agent specified therein, so that it is received before
If more than 10% of its Shares are duly tendered to the Company (and not withdrawn) prior to the Repurchase Deadline, the Company will in its sole discretion
either: (A) accept a portion of the Shares tendered by each Shareholder on a pro rata basis; (B) accept additional Shares as may be permitted by applicable law; or (C)
increase the percentage of Shares to be repurchased and extend the Offer.
the Expiration Date stated below.
Stockholders who desire to tender Shares for purchase must do so by 5:00 p.m., New York time on the
Expiration Date. All determinations as to the receipt of notices from stockholders relating to the tender
SERIOUS
Shareholders may tender all of their Shares or any portion thereof up to an amount such that they maintain the minimum required balance of $20,000 after the
repurchase of the Shares by the Company. The Company reserves the right to repurchase a Shareholder’s entire interest in the Company if the requested repurchase
would otherwise result in a shareholder having an account balance below the minimum required balance.
of Shares, including, without limitation, determinations whether to excuse or waive certain variations from
relevant procedural requirements, will be in the sole discretion of the Fund or its designated agents, and any
such determination will be final.
INVESTORS.
It is anticipated that the purchase of Shares tendered by a Shareholder will be a taxable transaction for U.S. federal income tax purposes. Participating Shareholders The purpose of the Offer is to provide liquidity to stockholders because the Shares are not listed on any
should consult their tax advisor regarding specific tax implications, including potential federal, state, local and foreign tax consequences. securities exchange. The Offer is not conditioned upon the tender of any minimum number of Shares or any
If a Shareholder tenders Shares and the Company accepts those Shares for repurchase, the Company will issue the Shareholder a non-interest bearing, non- financing condition.
transferable promissory note (the “Note”) entitling the Shareholder to receive an amount equal to the value of the Shareholder’s Shares accepted for repurchase The Fund is offering to purchase up to 2.5% of the weighted average of the number of Shares outstanding Barron’s Classifieds
by the Company determined as of the Valuation Date. The Note will be held for the Shareholder in an account with AllianceBernstein Investor Services, Inc., the during the three-month period ended September 30, 2021 (the “Quarterly Tender Cap”). The Fund is not is where our readers
Company’s transfer agent and agent designated for this purpose, and will entitle the Shareholder to receive a payment in cash equal to the value of the Shareholder’s required to purchase any tendered Shares in excess of the Quarterly Tender Cap and, therefore, the Fund is
Shares repurchased by the Company. The Note will be paid approximately 45 days after the Valuation Date. However, if 95% or more of a Shareholder’s Shares are not required to purchase any tendered Shares to the extent those Shares are, in the aggregate, in excess of discover opportunities
being repurchased, the Shareholder will receive an initial payment equal to 95% of the value of the Shares repurchased and the balance due will be paid promptly after 702,352.10. In accordance with rules promulgated by the Securities and Exchange Commission (the “SEC”),
the Fund may increase the number of Shares accepted for payment in the Offer by up to, but not more than, in real estate, business
completion of the Company’s next annual audit following the Valuation Date. Such audit is expected to be completed in late May, 2022.
Until the Repurchase Deadline, Shareholders have the right to withdraw any tenders of their Shares by giving proper notice to the Company. Shares withdrawn
2% of the outstanding Shares without amending or extending the Offer. investments, corporate
may be re-tendered before the Repurchase Deadline by following the tender procedures. If the Company has not yet accepted a Shareholder’s tender of Shares on or It is anticipated that the purchase of Shares tendered by a stockholder will be a taxable transaction for U.S. aircraft, yachts, fine cars
prior to January 20, 2022 (i.e., 40 business days from the commencement of the Offer), a Shareholder will also have the right to withdraw their tender of Shares after federal income tax purposes. Participating stockholders should consult their tax advisor regarding specific tax
such date. implications, including potential federal, state, local and foreign tax consequences. and so much more.
Until the Expiration Date, stockholders have the right to withdraw any tenders of their Shares by giving
The value of the Shares may change between the commencement of the Offer and the Valuation Date (currently expected to be March 31, 2022). Shareholders proper notice to the Fund. Shares withdrawn may be re-tendered before the Expiration Date by following the
desiring to obtain the most recent net asset value for their Shares may contact the Company at (877) 354-6789, Monday through Friday, except holidays, during tender procedures. If the Fund has not yet accepted a stockholder’s tender of Shares on or prior to January 25,
normal business hours of 9:00 a.m. to 5:00 p.m., New York time. Any estimated net asset value provided by the Company or its authorized agents will be provided 2022 (i.e., 40 business days from the commencement of the Offer), a stockholder will also have the right to
to Shareholders for convenience only. Neither the Company nor its agents can give any assurances as to the accuracy of such information; nor can either give any withdraw their tender of Shares after such date.
assurance that the final regularly computed, unaudited monthly net asset value will not differ (perhaps significantly) from an estimated net asset value for that
month. The Company’s net asset value per Share as of September 30, 2021 was $12.30. Please note that just as each stockholder has the right to withdraw its tender, subject to the applicable
rules of the SEC, the Fund has the right to cancel, amend or postpone this Offer at any time before the
Please note that just as each Shareholder has the right to withdraw their tender, the Company has the right to cancel, amend or postpone this Offer at any time Expiration Date.
before the Repurchase Deadline. Also realize that although the Offer expires on the Repurchase Deadline, a Shareholder who tenders all of their Shares will remain
The information required to be disclosed by paragraph (d)(1) of Rule 13e-4 under the Securities Exchange
subject to the risks associated with the fluctuations in the net asset value of the Shares until the Valuation Date, notwithstanding the Company’s acceptance of the Act of 1934, as amended, is contained in the Offer to Purchase and is incorporated herein by reference. The
Shareholder’s Shares for repurchase. information provided herein is qualified entirely by the more detailed information contained in the Offer For information on
The information required to be disclosed by paragraph (d)(1) of Rule 13e-4 under the Securities Exchange Act of 1934, as amended, is contained in the Offer to to Purchase. The Offer to Purchase contains important information that should be read carefully before advertising, call
Repurchase dated November 19, 2021 and is incorporated herein by reference. The information provided herein is qualified entirely by the more detailed information any decision is made with respect to the Offer. This announcement is neither an offer to purchase nor a
contained in the Offer to Repurchase. The Offer to Repurchase contains important information that should be read carefully before any decision is made with respect solicitation of an offer to sell Shares. The Offer is made only by the Offer to Purchase and the related Notice 1.800.366.3975 or email
to the Offer. This announcement is neither an offer to purchase nor a solicitation of an offer to sell Shares. The Offer is made only by the Offer to Repurchase and the of Intent. The Offer is not being made to, nor will tenders be accepted from or on behalf of, holders of Shares [email protected]
related Letter of Transmittal. The Offer is not being made to, nor will tenders be accepted from or on behalf of, holders of Shares in any jurisdiction in which making in any jurisdiction in which making or accepting the Offer would violate that jurisdiction’s laws.
or accepting the Offer would violate that jurisdiction’s laws. Questions and requests for assistance may be directed to the stockholder’s financial advisor or to Bernstein
Questions and requests for assistance may be directed to the Shareholder’s financial advisor or to Bernstein at (212) 486-5800. at (212) 486-5800.
SMALL SPACES.
BIG OPPORTUNITIES.
Barron’s Classifieds is where our readers discover opportunities in
real estate, business investments, corporate aircraft, yachts, fine
cars and so much more.
For information on advertising, call 1.800.366.3975

or email [email protected]
Charting the Market

A graphic look at selected stock activity for the week ended November 19, 2021 n Edited by Bill Alpert
NVIDIA LUCID MICRON TECHNOLOGY ALIBABA
NVDA (NASD) •329.85 •25.95 330 LCID (NASD) • 55.21 • 11.28 60 MU (NASD) • 83.03 • 5.73 87 BABA (NYSE) •140.34•-26.47 172
 Sales rose 50% in the chip 319  The electric-car start-up 55  An Evercore ISI analyst 84  The e-commerce firm cut 163
maker’s October quarter, to 308 finished its September quar- 50 added the beaten-down stock 81 guidance for the year’s sales 154
$7 billion. Non-GAAP earn- 297 ter before selling its first car, 45 of the memory-chip maker to 78 growth—from 30%, to less 145
ings were up 60%, to $1.17 a 286 but with $4.8 billion in cash. 40 his top picks, arguing that 75 than 23%. Last-quarter sales 136
share. Data center sales rose M T W T F It has 17,000 reservations, M T W T F earnings could pick up in the M T W T F were $31 billion; Wall Street M T W T F
55%. The Omniverse awaits. worth a potential $1.7 billion. first half of next year. had expected $40 billion.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
324 67 99 278
279 54 89 250
234 41 79 222
189 28 69 194
144 15 59 166
99 2 49 138
Volume in Millions Volume in Millions Volume in Millions Volume in Millions

288 822 184 240
144 411 92 120
0 0 0 0
N D J F M A M J J A S O N N D J F M A M J J A S O N N D J F M A M J J A S O N N D J F M A M J J A S O N
MACY'S AUTONATION DICERNA PHARMACEUTICALS FARFETCH

M (NYSE) • 34.71 • 4.25 38 AN (NYSE) • 117.85 • -10.83 135 DRNA (NASD) • 37.92 • 15.76 40 FTCH (NYSE) • 39.26 • -7.11 48
 The department store 36  Saying electric vehicles 130  Novo Nordisk will buy the 34  The luxury-goods retailer 45
chain said it hired advisors 34 threaten traditional dealer- 125 RNA-interference specialist 28 reported Sept.-quarter sales 42
to consider a spinoff of its 32 ships, Morgan Stanley put 120 for $3.3 billion cash, to pur- 22 of $583 million—short of the 39
online business. Meanwhile, 30 Sell ratings on AutoNation, 115 sue drugs for diabetes, obe- 16 consensus forecast of $591 36
M T W T F M T W T F M T W T F M T W T F
comp-store sales rose 37% Penske Automotive Group, sity, and heart disease. They million. Farfetch also
in the October quarter. and Sonic Automotive. first teamed up in 2019. trimmed its sales guidance.
36 136 42 75
30 118 37 64
24 100 32 53
18 82 27 42
12 64 22 31
6 46 17 20

274 12 42 80
137 6 21 40
0 0 0 0
INTUIT TILRAY PLUG POWER STANDARD LITHIUM

INTU (NASD) • 692.34 • 65.35 717 TLRY (NASD) • 10.93 • -2.01 14 PLUG (NASD) • 44.55 • 1.41 46 SLI (NYSE) • 9.28 • -1.09 12
 The software firm expects 693  A Barclays analyst 13  Among hydrogen fuel-cell 44  Activist short seller Blue
10
27% sales growth this fiscal 669 launched coverage of the 12 stocks, Citigroup’s analyst 42 Orca Capital raised doubts
year. Oct.-quarter sales grew 645 cannabis industry with Sell 11 urged buying Plug Power 40 about the company’s Arkan- 8
50%, to $2 billion, with non- 621
ratings on Tilray and Cro- 10
and selling Ballard Power 38
sas lithium project. Stan- 6
GAAP EPS of $1.53. Wall M T W T F nos Group. Canopy Growth M T W T F Systems—saying the latter M T W T F dard Lithium said its demo M T W T F
Street had forecast 99 cents. got a Neutral rating. has done poorly in China. plant will prove feasible.
722 41 74 15
637 34 61 12
552 27 48 9
467 20 35 6
382 13 22 3
297 6 9 0

12 710 480 30
6 355 240 15
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.
Winners and Losers

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
CasperSleep(CSPR) 33635 6.55 +3.00 +84.5 OrionOffice(ONL) 2921331511.0 17.64 –5.36 BM Tech(BMTX) 7395 1722.4 12.71 +1.75 EyePointPharm(EYPT) 33975 4635.9 17.24 +3.23
IonQ(IONQ) 80800 28.01 +7.86 +39.0 PineIslandA(PIPP) 9598 2183.8 10.68 +0.82 IssuerDirect(ISDR) 175 284.7 30.10 +5.10 KezarLifeSci(KZR) 58971 3978.9 13.97 +5.78
Roblox(RBLX) 219780 134.72 +27.14 +25.2 ConstellationI A(CSTA) 1209 1506.4 9.74 0.00 NorthernOil&Gas(NOG) 12369 210.6 20.90 –2.96 Wejo(WEJO) 53343 3597.7 11.38 +1.38
ArcusBiosci(RCUS) 6942 47.55 +9.47 +24.9 EQ Health A(EQHA) 705 1067.9 9.74 –0.03 StandardLithium(SLI) 28897 161.1 9.28 –1.09 ConnectBiopharma(CNTB) 7282 1501.1 5.12 –9.32
VivintSmartHome(VVNT) 6065 11.91 +2.15 +22.0 dMYTechIV A(DMYQ) 19822 759.3 11.40 +0.94 EVI Industries(EVI) 159 135.1 36.20 +1.89 SPI Energy(SPI) 42127 1342.7 6.00 +0.69
OnHolding(ONON) 25873 44.94 +7.74 +20.8 LiveOakMobilityA(LOKM) 451 759.3 9.84 +0.08 WidePoint(WYY) 681 127.5 4.40 –0.81 Daktronics(DAKT) 10379 1160.2 4.99 –0.14
TAL Education(TAL) 103494 5.16 +0.76 +17.3 D&ZMediaA(DNZ) 539 703.4 9.76 +0.01 CentrusEnergy(LEU) 1308 89.3 64.18 –21.41 HemisphereMedia(HMTV) 2834 1007.4 9.31 –1.88
FreyrBattery(FREY) 12442 12.71 +1.74 +15.9 TPG Pace Solns(TPGS) 6073 643.5 10.04 –0.06 inTEST(INTT) 731 77.5 15.77 +0.29 DicernaPharma(DRNA) 41655 892.7 37.92 +15.76
NorthernGenIII(NGC) 661 628.5 9.87 +0.08 CompX Intl(CIX) 60 56.8 22.49 +0.88 CyrusOne(CONE) 45127 797.8 89.37 +3.92
Losers Eneti(NETI) 4483 598.8 8.93 –0.04 CoreMoldingTech(CMT) 239 51.5 9.42 –0.80 GracellBiotech(GRCL) 3497 747.4 8.83 –2.05
Name (Sym) Volume Close Change %Chg. Ecovyst(ECVT) 8128 581.8 9.71 –3.25 Ashford(AINC) 100 46.3 20.85 –3.25 AuroraInnov(AUR) 47790 716.0 17.11 +7.11
Beachbody(BODY) 29913 2.76 –2.01 –42.1 LongviewII A(LGV) 3873 556.7 9.95 0.00 Chase(CCF) 109 41.9 108.03 –1.20 SCYNEXIS(SCYX) 6429 670.5 7.13 +1.73
Riskified(RSKD) 17913 10.81 –7.35 –40.5 CN Finance(CNF) 5248 497.5 4.00 –1.09 RetractableTechs(RVP) 1635 40.0 8.70 –0.41 VictoryCapital(VCTR) 2610 619.3 33.84 –5.42
CloopenGroup(RAAS) 17575 3.26 –1.21 –27.1 BuildAcqnA(BGSX) 396 492.3 9.74 +0.03 LairdSuperfood(LSF) 282 38.9 15.33 –3.33 Arrival(ARVL) 62378 607.8 10.50 –3.05
CompassMnlInt(CMP) 6188 52.63 –19.22 –26.8 JattAcqnA(JATT) 275 484.3 9.90 0.00 GoodrichPetrol(GDP) 681 36.5 21.50 +0.36 Canoo(GOEV) 113506 551.2 10.02 +1.43
CI&T(CINT) 1708 14.66 –5.32 –26.6 PontemA(PNTM) 1379 430.4 9.77 –0.04 CaledoniaMining(CMCL) 197 34.2 13.53 –0.62 Tricida(TCDA) 5008 504.3 7.67 +2.21
Traeger(COOK) 7949 14.62 –5.10 –25.9 Similarweb(SMWB) 2764 424.2 19.72 +1.25 BlueRidgeBkshs(BRBS) 319 33.7 18.22 –0.18 Lottery.com(LTRY) 9576 466.7 8.23 –5.02
BrightScholarEduc(BEDU) 1043 2.02 –0.70 –25.7 SupernovaPtrsII A(SNII) 17160 414.2 11.88 +1.33 DeltaApparel(DLA) 102 29.2 30.01 +2.82 HudsonGlobal(HSON) 293 447.8 30.79 +5.13
Helm&Payne(HP) 11104 24.68 –8.53 –25.7 BcoSantMex(BSMX) 2694 409.4 6.31 –0.08 Electromed(ELMD) 121 28.2 11.79 –0.46 AlignmentHlthcr(ALHC) 10387 444.9 21.75 +0.12
Riskified(RSKD) 17913 395.9 10.81 –7.35 RadiantLogistics(RLGT) 1204 23.8 8.48 –0.04 SpiritofTexas(STXB) 1035 428.3 28.92 +2.96
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.
FordMotor(F) 407588 19.39 –0.11 –0.6 CamberEnergy(CEI) 495144 1.21 +0.12 +11.0 Progenity(PROG) 822980 4.89 +1.92 +64.6
TrioTech(TRT) 27277 9.05 +4.10 +82.8
Roblox(RBLX) 219780 134.72 +27.14 +25.2 Zomedica(ZOM) 116136 0.48 –0.06 –11.1 Apple(AAPL) 461952 160.55 +10.56 +7.0
Birks(BGI) 2465 3.80 +0.92 +31.9
NewOrientalEduc(EDU) 214703 2.19 –0.01 –0.5 DenisonMines(DNN) 56644 1.70 –0.27 –13.7 Rivian(RIVN) 343595 128.60 –1.35 –1.0
IssuerDirect(ISDR) 175 30.10 +5.10 +20.4
AT&T(T) 196858 24.13 –0.81 –3.2 NewGold(NGD) 52449 1.59 –0.19 –10.7 AdvMicroDevices(AMD) 262112 155.41 +7.52 +5.1
ArmataPharm(ARMP) 500 3.92 +0.55 +16.3
NIO(NIO) 192117 38.66 –4.01 –9.4 AultGlobal(DPW) 50914 2.10 +0.09 +4.5 NVIDIA(NVDA) 238782 329.85 +25.95 +8.5
BM Tech(BMTX) 7395 12.71 +1.75 +16.0
BankofAmerica(BAC) 182299 45.40 –1.51 –3.2 Tellurian(TELL) 50337 3.46 –0.46 –11.7 CloverHealth(CLOV) 193852 5.75 –1.41 –19.7
InfuSystems(INFU) 538 17.87 +1.92 +12.0
Vale(VALE) 177529 11.45 –1.10 –8.8 UraniumEner(UEC) 42577 4.29 –1.18 –21.6 Tilray(TLRY) 172941 10.93 –2.01 –15.5
DeltaApparel(DLA) 102 30.01 +2.82 +10.4
Pfizer(PFE) 176578 50.80 +1.07 +2.2 Senseonics(SENS) 39721 3.48 –0.15 –4.1 CiscoSystems(CSCO) 172373 53.25 –3.57 –6.3
MilestoneSci(MLSS) 2390 2.65 +0.22 +9.1
PalantirTech(PLTR) 173504 21.41 –1.42 –6.2 GreatPanther(GPL) 38691 0.26 –0.01 –2.9 Peloton(PTON) 147690 47.14 –2.08 –4.2
Losers Carnival(CCL) 168480 20.49 –1.87 –8.4 B2Gold(BTG) 34742 4.41 –0.11 –2.4 FuelCell(FCEL) 143424 9.81 –1.42 –12.6
Name (Sym) Volume Close Change %Chg. Macy's(M) 166392 34.71 +4.25 +14.0 TimberPharm(TMBR) 34471 0.55 +0.03 +5.2 SoFiTech(SOFI) 141450 20.37 –2.39 –10.5
ItauUnibanco(ITUB) 162540 3.93 –0.26 –6.2 Globalstar(GSAT) 31703 1.55 –0.11 –6.6 ContextLogic(WISH) 138421 4.25 –1.16 –21.4
WilliamsIndlSvcs(WLMS) 936 3.57 –1.29 –26.5
AMC Ent(AMC) 147439 40.87 +0.87 +2.2 StandardLithium(SLI) 28897 9.28 –1.09 –10.5 Intel(INTC) 137172 49.52 –0.79 –1.6
MovingiMage(MITQ) 4906 2.44 –0.84 –25.6
NorwegCruise(NCLH) 145599 23.09 –2.54 –9.9 TrioTech(TRT) 27277 9.05 +4.10 +82.8 AmerAirlines(AAL) 136770 19.28 –1.01 –5.0
CentrusEnergy(LEU) 1308 64.18 –21.41 –25.0

Uber(UBER) 139981 44.23 –0.89 –2.0 AgEagleAerial(UAVS) 26216 2.40 –0.39 –14.0 Tesla(TSLA) 1350701137.06+103.64 +10.0
AeroCentury(ACY) 67 34.50 –10.70 –23.7
Alibaba(BABA) 130064 140.34 –26.47 –15.9 NorthernDynasty(NAK) 22270 0.40 –0.02 –4.2 ActivisionBliz(ATVI) 117330 62.38 –7.31 –10.5
UraniumEner(UEC) 42577 4.29 –1.18 –21.6
Paysafe(PSFE) 125627 3.90 –0.60 –13.3 AsensusSurg(ASXC) 20496 1.51 –0.27 –15.2 Zynga(ZNGA) 116268 6.58 –0.98 –13.0
UniqueFabricating(UFAB) 250 2.50 –0.63 –20.1
SouthwesternEner(SWN) 112847 4.81 –0.40 –7.7 EnergyFuels(UUUU) 20199 9.18 –1.81 –16.5 Canoo(GOEV) 113506 10.02 +1.43 +16.6
BiomX(PHGE) 465 1.99 –0.50 –20.1
Ambev(ABEV) 110816 3.06 –0.08 –2.5 ITTechPkg(ITP) 19221 0.39 +0.01 +3.2 Sono(SEV) 104424 24.80 0.00 0.0
NewPacificMetals(NEWP) 568 3.36 –0.84 –20.0
WellsFargo(WFC) 105642 48.82 –2.14 –4.2 iBio(IBIO) 19003 0.67 –0.09 –11.3 PayPal(PYPL) 101492 193.61 –14.69 –7.1
NASDAQ BIGGEST % MOVERS
By Dollar Volume By Dollar Volume By Dollar 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. Roblox(RBLX) 26929328 134.72 +27.14 +25.2 CheniereEnergy(LNG) 755791 104.23 –0.08 –0.1 Tesla(TSLA) 1429782451137.06+103.64 +10.0
DicernaPharma(DRNA) 41655 37.92 +15.76 +71.1 Alibaba(BABA) 19379301 140.34 –26.47 –15.9 CamberEnergy(CEI) 629180 1.21 +0.12 +11.0 NVIDIA(NVDA) 73522493 329.85 +25.95 +8.5
AuroraInnov(AUR) 47790 17.11 +7.11 +71.1 Visa(V) 19018182 200.86 –11.23 –5.3 NorthernOil&Gas(NOG) 261740 20.90 –2.96 –12.4 Apple(AAPL) 71047622 160.55 +10.56 +7.0
KezarLifeSci(KZR) 58971 13.97 +5.78 +70.6 Boeing(BA) 16761977 214.13 –6.83 –3.1 StandardLithium(SLI) 249163 9.28 –1.09 –10.5 Amazon.com(AMZN) 664194633676.57+151.42 +4.3
Progenity(PROG) 822980 4.89 +1.92 +64.6 Disney(DIS) 12862743 154.00 –5.63 –3.5 TrioTech(TRT) 215736 9.05 +4.10 +82.8 Rivian(RIVN) 49750908 128.60 –1.35 –1.0
PatriotNatBncp(PNBK) 687 15.21 +5.16 +51.4 Mastercard(MA) 12337546 339.72 –23.78 –6.5 UraniumEner(UEC) 205539 4.29 –1.18 –21.6 AdvMicroDevices(AMD) 39701062 155.41 +7.52 +5.1
Tricida(TCDA) 5008 7.67 +2.21 +40.5 HomeDepot(HD) 9794817 408.69 +36.06 +9.7 EnergyFuels(UUUU) 200373 9.18 –1.81 –16.5 MetaPlatforms(FB) 34633323 345.30 +4.41 +1.3
VeraTherap(VERA) 278 31.20 +8.69 +38.6 Sea(SE) 9643756 309.99 –31.30 –9.2 Tellurian(TELL) 188028 3.46 –0.46 –11.7 Microsoft(MSFT) 34119654 343.11 +6.39 +1.9
SCYNEXIS(SCYX) 6429 7.13 +1.73 +32.0 Shopify(SHOP) 91955431690.60 +21.08 +1.3 B2Gold(BTG) 155726 4.41 –0.11 –2.4 PayPal(PYPL) 20796097 193.61 –14.69 –7.1
Walmart(WMT) 8958539 142.39 –5.37 –3.6 Senseonics(SENS) 141569 3.48 –0.15 –4.1 Alphabet A(GOOGL) 189474432978.53 +4.97 +0.2
Losers Pfizer(PFE) 8780642 50.80 +1.07 +2.2 DenisonMines(DNN) 102346 1.70 –0.27 –13.7 Qualcomm(QCOM) 16958558 185.00 +20.06 +12.2
Name (Sym) Volume Close Change %Chg. BankofAmerica(BAC) 8427316 45.40 –1.51 –3.2 AultGlobal(DPW) 99939 2.10 +0.09 +4.5 Alphabet C(GOOG) 142377332999.05 +6.14 +0.2
ConnectBiopharma(CNTB) 7282 5.12 –9.32 –64.5 FordMotor(F) 7977126 19.39 –0.11 –0.6 BM Tech(BMTX) 97586 12.71 +1.75 +16.0 Moderna(MRNA) 10471441 263.78 +32.59 +14.1
OdonateTherap(ODT) 19077 1.83 –1.40 –43.3 Target(TGT) 7810670 250.70 –9.32 –3.6 CentrusEnergy(LEU) 93768 64.18 –21.41 –25.0 CiscoSystems(CSCO) 9317522 53.25 –3.57 –6.3
RedHillBio(RDHL) 7718 2.83 –2.07 –42.2 NIO(NIO) 7601784 38.66 –4.01 –9.4 NewGold(NGD) 90131 1.59 –0.19 –10.7 Netflix(NFLX) 8408514 678.80 –3.81 –0.6
Big5SportingGds(BGFV) 19974 25.82 –18.30 –41.5 JPMorganChase(JPM) 7479607 160.92 –5.94 –3.6 AgEagleAerial(UAVS) 70475 2.40 –0.39 –14.0 MicronTech(MU) 7915070 83.03 +5.73 +7.4
Lottery.com(LTRY) 9576 8.23 –5.02 –37.9 UnitySoftware(U) 7183648 189.75 –6.90 –3.5 ImperialOil(IMO) 67474 33.82 –1.10 –3.2 ActivisionBliz(ATVI) 7657392 62.38 –7.31 –10.5
Optinose(OPTN) 11135 1.58 –0.93 –37.1 Square(SQ) 6976664 225.14 –2.16 –1.0 NexGenEnergy(NXE) 66178 5.02 –0.77 –13.3 Peloton(PTON) 7472907 47.14 –2.08 –4.2
UroGenPharma(URGN) 1653 12.06 –7.07 –37.0 GeneralMotors(GM) 6488210 61.80 –1.60 –2.5 Zomedica(ZOM) 55633 0.48 –0.06 –11.1 CoinbaseGlbl(COIN) 7227533 332.55 –10.43 –3.0
StoneCo(STNE) 87435 19.13 –11.08 –36.7 UnitedHealth(UNH) 6336321 440.00 –18.99 –4.1 EquinoxGold(EQX) 55405 8.04 –0.47 –5.5 Roku(ROKU) 7086924 234.10 –41.28 –15.0
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
Research Reports
How Analysts Size Up Companies
These reports, excerpted and edited by Barron’s, were issued recently by investment and PNC Financial Services • PNC-NYSE Fresenius Medical Care • FMS-NYSE
Perform • Price $199.13 on Nov. 18 Sector Perform • Price $32.96 on Nov. 15

research firms. The reports are a sampling of analysts’ thinking; they should not be by Oppenheimer by RBC Research
considered the views or recommendations of Barron’s. Some of the reports’ issuers have
provided, or hope to provide, investment-banking or other services to the companies PNC reported third-quarter EPS of $3.30, Fresenius [which provides kidney dialysis
being analyzed. versus the consensus $3.35; however, these and related services and products] posted
figures contain noise from reserve releases third-quarter results in line with expecta-
and merger-related items. On a core basis, tions, despite reacceleration of excess mortal-
Lowe’s • LOW-Nasdaq supply-chain normalization. In addition, we’d place EPS at around $3.55, versus our ity from Covid-19, due to the Delta variant.
Neutral • Price $245.73 on Nov. 17 robust order growth, which accelerated to estimate of $3.09, mainly on lower charge- Despite this, the company achieved 1.2%
by Wedbush +33% in the quarter (versus 31% in July), offs and strong private-equity gains. On bal- organic top-line growth, driven by a reim-
should give investors confidence in the multi- ance, the results leave our outlook for 2022 bursement increase in the U.S., continued
Lowe’s reported third-quarter results that year growth profile as supply-chain issues and beyond basically unchanged. We gener- payor-mix improvement from strong Medi-
met buy-side expectations on sales comps, fade and information-technology deployments ally like PNC. It has good businesses, a care Advantage growth, and solid underlying
but beat on margins. Home improvement accelerate, driven by the shift in digital solid track record, and well-regarded man- demand and return of elective medical proce-
demand remains solid. Like Home Depot transformation. We are sticking with our $67 agement. The company’s longer-term dures in the Asia-Pacific region. However, we
(ticker: HD), Lowe’s did not experience any price target. growth prospects are very favorable, but its are lowering our price target to $35 from
material negative demand from higher valuation keeps us on the sidelines. $42, primarily on sector rerating.
prices. Despite more difficult comparisons in Sportradar Group • SRAD-Nasdaq
December and January, Lowe’s implied Buy • Price $21.83 on Nov. 17

fourth-quarter flattish comp guidance is by Needham INSIDER TRANSACTIONS: Recent Filings
very conservative. All in, it reported operat- Purchases Sales
$ Val $ Val
ing margins of 12.2% (+240 basis points We see Sportradar’s shares as a compelling, Company /Symbol Insiders Shares (000's) Company /Symbol Insiders Shares (000's)
[each equal to 1/100th of a percentage way of benefiting from the growth of sports Io Biotech IOBT 3 1,050,000 14,700 Roblox RBLX 5 902,095 94,264
point], year over year) versus the consensus betting globally and the increasing impor- Uber Technologies UBER 1 200,000 8,985 Datadog DDOG 4 348,879 66,720
Perimeter Solutions PRM 4 546,914 5,469 Workiva WK 1 330,000 49,830
10.8% estimate, and earnings per share of tance of in-game betting. Sportradar [which Continental Resources CLR 1 108,500 5,174 Vita Coco COCO 1 3,240,000 48,600
$2.73 versus the consensus $2.35. The com- provides event data to sportsbooks] has PlaytikaPLTK 1 150,000 3,243 Confluent CFLT 3 573,712 47,260
pany plans to address its 2022 outlook at a signed an exclusive contract with the NBA, Illinois Tool WorksITW 1 10,000 2,353 Applovin APP 2 395,833 42,250
Moneygram InternationalMGI 10 403,292 2,342 Coinbase Global COIN 2 119,490 41,406
virtual meeting on Dec. 15. While Lowe’s is following the loss of its NFL contract to Sarepta Therapeutics SRPT 1 25,026 2,001 Advanced Micro Devices AMD 5 257,416 38,514
executing well and has material medium- Genius Sports (GENI, Buy, $29 PT). We are Paypal PYPL 1 9,780 1,999 Knowbe4 KNBE 1 1,538,246 38,025
Sylvamo SLVM 4 60,340 1,879 Upstart UPST 4 151,500 37,741
term margin expansion potential, we con- encouraged that Sportradar is adding reve-
Thryv HTHRY 1 45,000 1,598 Site Centers SITC 1 2,100,000 34,723

tinue to favor HD, given its higher exposure nue sources like distribution streaming rights American Assets Trust AAT 1 35,535 1,382 Avis Budget CAR 4 123,054 33,221
[to construction and home-improvement and directing advertising spending on behalf Ehealth EHTH 4 44,056 1,305 C3Ai AI 3 646,219 31,227
Jackson Financial JXN 1 38,925 1,283 Amc Entertainment AMC 5 763,331 30,755
pros.] We are raising our estimates, increas- of sportsbooks. We see the risk-reward ratio
Fisker FSR 3 57,434 1,256 Dropbox DBX 3 1,051,721 28,046
ing our target price to $260 from $210, but skewing toward our bull case, given the im- Krispy Kreme DNUT 2 90,000 1,248 Installed Building Products IBP 2 202,000 26,637
reiterating our Neutral rating on Lowe’s. portance of high-quality data as in-game bet- Wheels Up Experience UP 1 200,000 1,156 Roku ROKU 4 97,475 26,586
Boston Scientific BSX 1 25,000 1,049 Revolve RVLV 3 308,723 25,229
ting becomes increasingly important. We are Bluegreen Vacations BVH 2 33,403 1,026 Ziprecruiter ZIP 4 802,941 24,411
Cisco Systems • CSCO-Nasdaq increasing our price target to $30 [from $28]. Whiting Petroleum WLL 1 15,150 1,025 Big 5 Sporting Goods BGFV 6 574,098 23,511
Outperform • Price $56.86 on Nov. 17 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
by Evercore ISI Activision Blizzard •ATVI-Nasdaq SEC within two business 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
Outperform • Price $66.14 on Nov. 16 "Purchases" column includes only open-market and private purchases; the "Sales" column includes only open-market and private sales, and
Cisco reported October-quarter results of by BMO Capital Markets excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters
$12.9 billion in sales and 82 cents in EPS,

versus the Street consensus of $13 billion/80 The Wall Street Journal published an article INSIDER TRANSACTIONS RATIO
cents. Cisco saw strong 8% top-line growth, [a few days ago] alleging that CEO Bobby
152
driven by strength across several key seg- Kotick knew about sexual misconduct at the
133
ments (Internet of future +46%, Secure Ag- company [but mishandled the situation].
ile networks +10%). The challenge with the While Activision Blizzard has stated that the 114
print was that its January-quarter guidance article was misleading, pressure continues to 95
Ratio = 13
came in below expectations. Cisco is calling mount, and we expect it’s becoming increas- 76
for 4.5% to 6.5% sales growth, versus the ingly more likely that Kotick steps down. We Bearish
57
Street’s 7.3%, in light of supply-chain chal- maintain our Outperform rating, as we see 38
lenges. Positively, Cisco maintained its fiscal- significant value in Activision’s intellectual
19
year 2021 guidance of 5% to 7% top-line property and game brands. We anticipate the Bullish 0
growth and noted that it is seeing signs of stock will see a relief bounce if Kotick re- N D J F M A M J J A S O N
signs, and note the depressed share price
To be considered for this section, material could make it an attractive takeover target Ratio of Insiders Sales to Buys. Readings under 12:1 are Bullish. Those over 20:1 are Bearish.
should be sent to [email protected]. for a larger tech company. Price target: $90. The total top 20 sales and buys are 788,955,816 and 60,472,537 respectively; Source: Thomson Reuters
Market View
This commentary was issued recently by money managers, research firms,
and market newsletter writers and has been edited by Barron’s.
”Wage growth will broaden over the course of 2022, setting the scene for a price-wage spiral
in 2023....U.S. inflation will surprise meaningfully on the upside.” —PETER BEREZIN, BCA Research
Wage-Price Spiral Is Coming playing checkers with its “have to jump” we firmly believe that the White House will Favoring Fixed Income
rule and finding the rule changed in the use its remaining nomination opportunities
Global Investment Strategy middle of the game. to advance progressive picks who will priori- Weekly Market Commentary
BCA Research That means the terms of borrowing and tize full employment. In discussing the open Winthrop Capital Management
bcaresearch.com use of debt and leverage are profoundly Federal Reserve Board seats, we have heard winthropcm.com
changed, as well. So is the credit analysis of the following names mentioned: CEA Chair
Nov. 19: In past reports, we have contended debt. Maybe China will be better in the long Cecilia Rouse, AFL-CIO Chief Economist Nov. 15: Interest rates continue to creep
that inflation in the U.S. and, to a lesser run for initiating such discipline, but right William Spriggs, professor Lisa Cook, and higher, and spreads on riskier assets remain
extent, in other major economies would follow now, it is administering a shock. We expect economist Seth Carpenter. In recent days, tight. Interest rates have increased over 60
a “two steps up, one step down” trajectory of more difficulty within the Chinese capital Roger Ferguson’s name has resurfaced, as basis points, measured by the yield on the 10-
higher highs and higher lows. markets and with those firms that used the well. year U.S. Treasury, since the beginning of the
We are currently near the top of those two U.S. financial markets as their sources of —ISAAC BOLTANSKY year. This has put pressure on performance
steps. The pandemic ushered in a major real- capital. We’re underweight China in our across most fixed-income asset classes, as the
location of spending from services to goods. International Equity ETF portfolio. We con- Growth Trumps Value total return for the Bloomberg U.S. Aggre-
U.S. inflation should dip over the next six to tinue to be cautious about investment there. gate Index is down 1.80% year to date.
nine months as the demand for goods deceler- —DAVID KOTOK House Views In addition, investment-grade credit
ates and supply-chain disruptions abate. Truist Advisory Services spreads are tighter by 10 basis points, year
The respite from inflation will not last Why Powell Is the Logical Pick truist.com to date. With credit spreads trading at his-
long, however. The labor market is heating torically tight levels, the real yields on in-
up. So far, most of the wage growth has Washington Policy Weekly Update Nov. 16: Consistent with our sector strat- terest rates adjusted for inflation are nega-
been at the bottom end of the income distri- BTIG egy, where we upgraded the technology tive. We expect this phenomenon to persist
bution. Wage growth will broaden over the btig.com sector, the largest sector in the growth through next year as the rate of inflation
course of 2022, setting the scene for a price- style, we are upgrading our view of the remains elevated.
wage spiral in 2023. Nov. 19: We still believe the odds slightly growth style, relative to value, to Neutral Considering these challenges, the fixed-
We doubt that either fiscal or monetary favor Federal Reserve Chairman Jerome from Less Attractive. income asset class still plays a critical role in
policy will tighten fast enough to prevent such Powell being renominated for another term, Technology has been much stronger in a diversified portfolio asset allocation. Over a
a spiral from emerging. As a result, U.S. infla- although we fully admit that Fed Governor our quantitative work, and its price relative 30-year cycle, fixed income has consistently
tion will surprise meaningfully on the upside. Lael Brainard’s prospects appear to have to the broader market recently broke out of proved to be the best way to diversify a
—PETER BEREZIN improved, both among our contacts and in the trading range it has been in since Sep- portfolio and manage performance through
prediction markets. In our view, renominat- tember 2020. The consumer-discretionary capital-market volatility. Both long-term and
Troubling Change in China ing Powell is a logical step for the following sector, which is the second-largest in the near-term correlations across equity and
reasons: growth index, is also showing strength in fixed-income markets have remained negative.
Cumberland Advisors Market Commentary • Although Powell and Brainard would our work. With equity-market valuations at historically
Cumberland Advisors almost surely both secure Senate confirma- While we still have a favorable view of high levels, our assumption for expected
cumber.com tion, Powell would cruise through the pro- the cyclical sectors, such as financials and returns is significantly lower, and portfolio
cess and secure bipartisan support. energy, the S&P 500 Value Index, our diversification is extremely important.
Nov. 19: In the new China finance regime, • Progressive opposition to Powell has primary value benchmark, has a heavier We are in the process of reducing the
a required personal contribution to resolve been relatively modest and disjointed. weighting to defensive sectors, such as con- large-cap growth allocation in portfolios and
a debt problem is now a standard. That • Powell’s renomination could provide a sumer staples and utilities, which are mak- adding value-based strategies. In addition, we
new standard is there, whether it was orig- modicum of political cover to advance the ing new price lows, relative to the market are utilizing short-duration fixed-income strat-
inally agreed to or not. Here’s the proof nominations of more progressive board and and where we are Underweight in our sec- egies in our asset allocation in order to fur-
[from caixinglobal.com]: “Evergrande Chief vice chair nominees. tor strategy. ther protect our portfolios from interest-rate
Borrows $105 Million Against Hong Kong • Even though Powell and Brainard ap- As a result, the value index doesn’t fully volatility. While expected returns may be
Properties.” pear to have similar monetary-policy views, reflect the cyclicality that we favor, given lower, these fixed-income strategies should
Where this leads, no one knows. But it is our sense is that the markets would wel- our view that the third-quarter growth protect principal and provide better protec-
regime change, now applied in the world’s come the leadership continuity that comes scare is in the rearview mirror and that the tion against rising inflation than broad market
second-largest economy. And it is applied with a second term for Powell. U.S. economy is set up for positive sur- strategies over the intermediate term.
retroactively to the major players, who will One of the lines you hear most often in prises. This is also another reason we pre- —GREGORY J. HAHN, ADAM COONS
comply because they fear for their safety Washington is “personnel is policy.” This fer U.S. small-caps, which have more expo-
(maybe their lives?). In the world of finance, maxim is true across government, but espe- sure to cyclicality and less exposure to the To be considered for this section, material, with
a retroactively enforced personal guarantee cially so with the Federal Reserve, given its defensive sectors. the author’s name and address, should be sent
is a new thing to contend with. It is like centrality in the global economy. In this vein, —KEITH LERNER to [email protected].
New York Stock Exchange Composite List

52-Week Tick Div
FIVE-DAY DOW COMPOSITE
NOTICE TO READERS: High Low Name Sym Yld P/E Last Chg. Amt.
19.00 15.70 AngelOakMtg AOMR 8.4 ... 17.16 –0.40 .36
Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters 10.23 9.80 AngelPond POND.UT ... ... 9.90 –0.03 ... Fixer-Upper: The Dow slipped 1.4% for the week, as airlines and en-
9.90 9.57 AngelPondA POND ... ... 9.70 +0.01 ...
1.16 0.58 AngelPondWt POND.WT ... ...
10
.97 +0.09 ... ergy stocks skidded on Covid concerns in Europe. Cisco Systems’ earn-
26.77 14.57 AngloGoldAsh AU 2.5 20.75 –0.06 .4659
Please visit the Market Lab home page on barrons.com under Data. 79.67 54.08 AB InBev BUD .8 21 58.54 –1.05 .5964 ings disappointed, while Home Depot’s improved.
9.64 7.81 AnnalyCap NLY 10.5 4 8.39 –0.19 .22
132.00 5.16 AnnovisBio ANVS ... dd 27.10 –2.91 ... Monday Tuesday Wednesday Thursday Friday
www.barrons.com/market-data/market-lab 11.71
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AnteroMidstream
AnteroResources
AM
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439.90 286.04 Anthem ANTM 1.1 19 415.21 –21.80 1.13
326.25 197.86 Aon AON .7 75 296.79 –3.55 .51 36250
52-Week Tick Div 52-Week Tick Div 54.55 35.99 AptIncmREIT AIRC 3.4 dd 52.34 –1.44 .44
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 8.16 4.02 ApartmtInv AIV ... dd 7.80 –0.22 ...
10.25 10.06 ApeironCapital APN.UT ... ... 10.09 +0.02 ... 36125
25.75 15.06 APi Group APG ... dd 24.89 –0.72 ...
A 165.98 132.85 AlamoGroup ALG .4 26 151.89 –4.60 .14
9.87 6.94 AlamosGold AGI ... cc 8.27 –0.40 ... 16.94 10.48 ApolloComRlEst ARI 9.9 10 14.20 –0.93 .35 (Prev Fri's
74.25 46.63 AlaskaAir ALK ... cc 52.74 –2.91 ... 81.07 42.89 ApolloGlbMgmt APO 2.7 9 74.95 –0.04 .50 36000 Close)
45.49 25.92 AAR AIR ... 21 36.36 –1.84 ... 93.43 65.14 AlbanyIntl AIN .9 24 86.84 –1.19 .20 12.31 10.00 ApolloStratGr APSG.UT ... ... 10.12 –0.03 ...
38.03 26.31 ABB ABB 1.9 40 35.74 +0.68 .6957 282.87 125.50 Albemarle ALB .6 cc 281.43 +5.03 .39 11.40 9.64 ApolloStratGrA APSG ... 31 9.85 +0.01 ... 35875
55.48 36.31 ABMIndustries ABM 1.6 22 47.38 –1.17 .19 35.96 14.70 Albertsons ACI 1.4 29 33.77 –1.26 .12 2.93 0.75 ApolloStratGrWt APSG.WT ... ... 1.00 ... ...
9.77 7.38 ACCO Brands ACCO 3.6 11 8.45 –0.65 .075 57.57 17.30 Alcoa AA ... 11 47.60 –4.32 ... 10.96 9.73 ApolloStratGrII APGB.UT ... ... 10.02 +0.02 ...
18.43 9.47 AcresCmclRlty ACR ... 5 14.65 –0.33 ... 87.49 62.27 Alcon ALC .1 cc 82.42 +1.25 .1099 10.05 9.64 ApolloStratII A APGB ... ... 9.80 +0.01 ... 35750
38.34 20.01 ADC Therap ADCT ... dd 22.84 –3.62 ... 11.44 9.92 AldelFin ADF.UT ... ... 11.27 +0.12 ... 1.68 0.81 ApolloStratII Wt APGB.WT ... ... 1.04 –0.08 ...
11.78 6.73 ADT ADT 1.6 dd 8.99 –0.11 .035 10.45 9.61 AldelFinancialA ADF ... ... 10.14 +0.01 ... 17.44 12.29 AppleHospREIT APLE .3 dd 15.65 –0.30 .01 35625
12.41 9.92 AEA-Bridges IMPX.UT ... ... 10.21 –0.13 ... 2.25 0.54 AldelFinWt ADF.WT ... ... 2.23 +0.26 ... 107.07 70.08 AppliedIndlTechs AIT 1.2 26 106.05 +0.51 .33
11.42 9.58 AEA-BridgesA IMPX ... 21 9.83 +0.01 ... 26.57 14.89 Alexander&Baldwin ALEX 2.7 57 23.60 –0.91 .18 158.97 118.61 Aptargroup ATR 1.2 37 130.15 –1.34 .38 -12.86 +54.77 -211.17 -60.10 -268.97
2.33 0.58 AEA-BridgesWt IMPX.WT ... ... .87 –0.01 ... 308.39 253.00 Alexanders ALX 6.7 19 267.99 –2.35 4.50 180.81 113.92 Aptiv APTV ... 60 176.06 +5.56 ... 35500
74.88 46.61 AECOM ACM ... dd 73.03 +2.26 ... 211.70 154.37 AlexandriaRlEst ARE 2.2 31 206.60 +1.05 1.12 43.12 31.22 Aramark ARMK 1.2 dd 36.49 –1.47 .11 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
29.07 20.27 AES AES 2.4 32 24.58 –0.14 .1505 53.01 46.01 AlgonquinPwrUn AQNU 7.8 ... 47.35 –0.08 .9688 20.74 13.13 ArborRealty ABR 7.5 8 18.40 –0.81 .36
57.95 42.73 Aflac AFL 2.9 9 55.44 –1.57 .40 17.86 13.93 AlgonquinPwr AQN 4.8 13 14.20 ... .1706 36.58 16.30 ArcelorMittal MT .9 5 30.00 –1.48 .255
158.62 88.03 AGCO AGCO .7 12 118.73 –9.35 .20 280.61 138.43 Alibaba BABA ... 17 140.34 –26.47 ... 105.58 29.53 ArchResources ARCH 1.3 76 77.83 –7.54 .25
14.88 8.31 AG Mortgage MITT 6.7 1 10.35 –2.61 .21 14.51 8.46 Alight ALIT ... dd 10.45 –0.70 ... 22.01 9.62 ArchaeaEnergy LFG ... dd 20.96 +0.21 ...
15.23 7.79 a.k.a.Brands AKA ... ... 13.73 +1.00 ... 4.33 1.26 AlightWt ALIT.WT ... ... 2.90 –0.07 ... 10.44 1.11 ArchaeaEnerWt LFG.WT ... ... 9.39 +0.21 ... 52-Week Tick Div 52-Week Tick Div
72.62 1.91 AMC Ent AMC ... dd 40.87 +0.87 ... 737.89 563.47 Alleghany Y ... 14 676.48 –21.06 ... 18.60 5.20 ArcherAviation ACHR ... cc 5.92 +0.18 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
124.62 58.48 AMN Healthcare AMN ... 26 118.59 +8.43 ... 25.04 13.28 AlleghenyTechs ATI ... dd 16.03 –1.19 ... 6.44 0.92 ArcherAviationWt ACHR.WT ... ... 1.34 +0.11 ...
9.75 3.38 AMTD Intl HKIB ... ... 3.44 –0.13 ... 148.70 106.52 Allegion ALLE 1.1 26 133.80 –1.38 .36 69.30 48.28 ArcherDaniels ADM 2.3 14 65.34 –0.59 .37 10.16 9.80 AusterlitzI A AUS ... ... 9.88 +0.05 ... 21.20 12.24 BancoMacro BMA ... 14 14.76 –2.40 ...
3.43 1.20 ARC Document ARC 2.7 16 2.99 –0.07 .02 73.10 55.65 Allete ALE 4.0 21 62.60 –1.41 .63 10.80 7.09 Archrock AROC 7.6 45 7.59 –0.63 .145 10.14 9.63 AusterlitzII A ASZ ... ... 9.81 +0.01 ... 9.02 5.81 BancSanBrasil BSBR 7.6 ... 6.08 –0.28 .1451
9.62 5.08 ASETech ASX 2.8 11 7.66 +0.05 .3017 102.23 52.07 AllianceData ADS 1.1 5 74.37 –5.67 .21 38.49 21.80 Arconic ARNC ... dd 29.98 –2.11 ... 1.50 0.88 AusterlitzII Wt ASZ.WT ... ... 1.29 +0.08 ... 26.15 17.02 BcoSantChile BSAC 5.7 10 17.98 –1.46 .9285
129.36 77.45 ASGN ASGN ... 18 125.57 –1.45 ... 57.54 31.18 AllianceBernstein AB 6.7 15 53.43 –2.95 .89 6.72 4.33 ArcosDorados ARCO .0 50 5.17 –0.09 .03 10.70 9.85 AusterlitzAcqnII ASZ.UT ... ... 10.12 +0.02 ... 6.67 4.49 BcoSantMex BSMX 2.5 10 6.31 –0.08 .0675
33.88 23.96 AT&T T 8.6 cc 24.13 –0.81 .52 46.40 32.55 AllisonTransm ALSN 2.1 10 36.20 –0.13 .19 68.46 48.18 Arcosa ACA .3 40 57.43 +2.03 .05 147.67 33.02 Autohome ATHM 4.5 9 35.78 –3.15 .87 4.38 2.71 BancoSantander SAN 1.1 9 3.44 –0.20 .0563
13.05 2.66 ATI PhysTherapy ATIP ... dd 3.69 –0.33 ... 140.00 99.92 Allstate ALL 2.9 5 111.94 –2.77 .81 10.56 9.82 ArctosNthStar ANAC.UT ... ... 9.90 –0.02 ... 110.59 80.83 Autoliv ALV 2.4 18 105.16 +2.85 .64 42.00 27.64 BanColombia CIB 3.6 34 30.73 –2.39 .0672
4.00 0.35 ATIPhysTherapyWt ATIP.WT ... ... .56 –0.05 ... 56.61 28.83 AllyFinancial ALLY 2.1 6 47.93 –2.65 .25 10.20 9.44 ArctosNorthA ANAC ... ... 9.75 –0.01 ... 133.48 59.52 AutoNation AN ... 8 117.85 –10.83 ... 48.69 26.63 BankofAmerica BAC 1.9 14 45.40 –1.51 .21
19.05 7.48 A10Networks ATEN 1.2 14 16.48 –0.05 .05 69.29 6.96 AlphaMetal AMR ... dd 46.14 –6.98 ... 1.40 0.60 ArctosNorthWt ANAC.WT ... ... .82 +0.01 ... 1941.36 1085.85 AutoZone AZO ... 19 1859.68 –26.55 ... 41.36 29.99 BankofButterfield NTB 4.5 12 38.70 –1.12 .44
58.61 44.26 AXIS Capital AXS 3.3 11 51.55 –1.05 .42 20.75 13.77 AlpineIncmProp PINE 5.4 cc 17.95 –0.70 .255 48.03 22.36 ArcusBiosci RCUS ... dd 47.55 +9.47 ... 191.67 117.33 Avalara AVLR ... dd 150.12 –6.66 ... 99.10 73.27 BankofHawaii BOH 3.3 15 85.04 –2.41 .70
51.32 33.28 AZEK AZEK ... dd 41.21 –0.91 ... 17.38 8.66 AltaEquipment ALTG ... dd 16.86 –0.13 ... 12.43 9.24 ArdaghMetalPkg AMBP ... dd 9.60 –0.03 ... 246.34 154.84 Avalonbay AVB 2.6 33 242.01 +1.00 1.59 112.56 70.09 BankofMontreal BMO 3.1 13 108.93 –2.86 .8782
58.59 40.67 AZZ AZZ 1.2 18 55.79 –0.01 .17 10.16 9.50 AltC Acqn ALCC ... ... 9.89 +0.04 ... 3.00 1.08 ArdaghMetalWt AMBP.WT ... ... 2.10 +0.03 ... 55.57 44.02 Avangrid AGR 3.4 23 51.15 +0.72 .44 60.52 37.52 BankNY Mellon BK 2.4 15 57.07 –3.01 .34
37.49 16.20 Aaron's AAN 1.6 9 25.26 –1.01 .10 140.36 66.50 Alteryx AYX ... dd 66.74 –5.10 ... 5.43 2.95 ArdmoreShipping ASC ... dd 3.88 –0.27 ... 53.61 29.69 AvanosMedical AVNS ... dd 32.47 –0.63 ... 68.02 48.07 BkNovaScotia BNS 4.4 12 65.27 –1.18 .7445
131.60 105.32 AbbottLabs ABT 1.4 31 126.84 –1.61 .45 38.30 16.07 AlticeUSA ATUS ... 8 16.84 –0.56 ... 10.80 9.74 AresAcqn AAC.UT ... ... 10.06 –0.02 ... 12.60 9.92 AvantiAcqn AVAN.UT ... ... 10.22 +0.04 ... 50.71 28.40 BankUnited BKU 2.2 10 41.94 –1.15 .23
121.53 98.62 AbbVie ABBV 4.9 28 116.24 –0.73 1.41 10.45 9.62 AltimarAcqnIIA ATMR ... cc 9.93 ... ... 10.00 9.50 AresAcqnA AAC ... ... 9.82 –0.03 ... 11.40 9.54 AvantiAcqnA AVAN ... cc 9.83 –0.02 ... 11.40 7.11 Barclays BCS 1.6 ... 10.42 –0.20 .0555
48.97 18.69 Abercrombie&Fitch ANF ... 11 45.19 –0.49 ... 2.05 0.77 AltimarAcqnIIWt ATMR.WT ... ... 1.20 –0.05 ... 1.40 0.75 AresAcqnWt AAC.WT ... ... 1.30 –0.07 ... 2.97 0.61 AvantiAcqnWt AVAN.WT ... ... .81 +0.05 ... 11.55 8.58 BaringsBDC BBDC 7.3 8 11.22 –0.17 .22
23.33 13.48 AcadiaRealty AKR 2.7 cc 22.11 –0.19 .15 10.28 9.81 AltimarAcqnIII ATAQ.UT ... ... 10.02 +0.05 ... 16.98 10.88 AresCommRealEst ACRE 8.6 10 15.42 –0.48 .02 44.37 25.57 Avantor AVTR ... 50 39.66 +1.63 ... 12.01 3.33 Barnes&NobleEduc BNED ... dd 10.25 –0.19 ...
14.10 8.82 AccelEnt ACEL ... 51 12.26 –0.58 ... 9.98 9.65 AltimarAcqnIIIA ATAQ ... ... 9.81 +0.07 ... 90.08 44.16 AresMgmt ARES 2.1 45 88.30 +1.77 .47 34.06 15.86 Avaya AVYA ... cc 17.98 –3.02 ... 57.64 39.84 BarnesGroup B 1.4 26 45.42 +1.30 .16
10.24 9.73 AccelerateAcqn AAQC.UT ... ... 10.07 ... ... 1.51 0.66 AltimarIIIWt ATAQ.WT ... ... 1.10 +0.04 ... 55.99 41.11 Argan AGX 2.4 16 42.16 –2.99 .25 229.24 146.12 AveryDennison AVY 1.2 24 218.52 –6.67 .68 25.37 17.56 BarrickGold GOLD 1.8 18 20.25 –0.50 .14
9.96 9.60 AccelerateA AAQC ... cc 9.76 –0.02 ... 10.94 9.73 AltimarAcqnII ATMR.UT ... ... 10.29 +0.03 ... 61.30 39.05 ArgoGroup ARGO 2.1 21 57.77 –1.28 .31 61.46 34.99 Avient AVNT 1.6 20 60.02 +0.85 .2375 82.00 29.17 Bath&BodyWks BBWI .8 12 76.41 +1.56 .15
1.31 0.69 AccelerateWt AAQC.WT ... ... .96 –0.10 ... 15.21 9.76 AltimeterGrw2 AGCB ... ... 10.12 –0.27 ... 15.89 12.30 ArisWater ARIS ... ... 13.99 +0.50 ... 49.14 36.20 Avista AVA 4.4 17 38.81 –1.42 .4225 34.80 18.49 BauschHealth BHC ... dd 26.01 –0.43 ...
374.92 241.73 Accenture ACN 1.0 40 369.79 –1.44 .97 52.59 39.60 Altria MO 8.3 29 43.40 –1.52 .90 134.14 65.52 AristaNetworks ANET ... 52 128.96 –2.49 ... 34.20 26.42 AxaltaCoating AXTA ... 28 33.30 +0.35 ... 88.32 73.12 BaxterIntl BAX 1.4 33 79.26 –0.20 .28
10.10 9.90 AcropolisInfr ACRO.UT ... ... 9.96 –0.05 ... 23.90 7.26 AlumofChina ACH ... 17 13.21 –0.51 ... 4.42 2.94 ArlingtonAsset AAIC ... dd 3.71 –0.11 ... 61.28 32.48 AxosFinancial AX ... 16 59.53 +0.30 ... 18.20 2.72 Beachbody BODY ... ... 2.76 –2.01 ...
9.82 9.62 AcropolisInfrA ACRO ... ... 9.70 +0.01 ... 18.63 13.09 AmbacFin AMBC ... dd 16.39 –0.21 ... 10.49 5.08 ArloTech ARLO ... dd 7.90 +0.15 ... 29.45 13.21 Azul AZUL ... dd 14.92 –1.01 ... 7.38 0.55 BeachbodyWt BODY.WT ... ... .62 –0.59 ...
1.13 0.79 AcropolisInfrWt ACRO.WT ... ... .95 –0.07 ... 6.77 2.65 AmbacFinWt AMBC.WT ... ... 4.41 –0.40 ... 15.64 10.42 ArmadaHoffler AHH 4.6 78 14.70 –0.18 .17 53.60 18.19 AzurePowerGlbl AZRE ... dd 22.51 –1.97 ... 26.12 13.81 BeazerHomes BZH ... 5 21.51 +0.11 ...
224.59 108.55 AcuityBrands AYI .2 26 215.91 –5.51 .13 3.95 2.38 Ambev ABEV ... 16 3.06 –0.08 ... 12.56 10.14 ArmourRes ARR 11.7 6 10.29 –0.19 .10 267.37 226.15 BectonDicknsn BDX 1.4 36 248.61 +4.61 .87
57.87
11.77
36.70
5.77
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Adecoagro
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AGRO
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19
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56.45
8.73
+1.50
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22.87
12.92
11.04
10.33
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Amcor
AMAM
AMCR
...
4.0
...
20
11.41
11.90
–0.57
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...
.12
6.96
114.47
2.05
70.83
ArmstrongFlooring
ArmstrongWorld
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AWI
...
.8
dd
30
2.21
112.08
–0.06
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...
.231
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34.19
36.33
20.00
Belden
BellRingBrands
BDC
BRBR
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...
23
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67.08
23.11
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–3.83
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...
53.17 27.28 Adient ADNT ... 4 46.10 –1.12 ... 90.77 69.79 Ameren AEE 2.6 22 85.38 +0.83 .55 128.32 87.68 ArrowElec ARW ... 10 126.22 +1.32 ... 47.84 25.80 B&G Foods BGS 6.2 24 30.75 –2.18 .475 32.56 22.25 BenchmarkElec BHE 2.5 30 26.03 –0.19 .165
10.60 9.79 AditEdTech ADEX.UT ... ... 10.05 ... ... 101.86 37.70 Ameresco AMRC ... 73 94.03 –3.32 ... 57.65 44.38 ArtisanPtrsAsset APAM 8.0 10 49.07 –2.03 1.07 53.00 42.17 BCE BCE 5.5 21 51.16 +0.23 .7047 12.25 5.50 BensonHill BHIL ... ... 7.50 –0.07 ...
9.92 9.44 AditEdTechA ADEX ... dd 9.73 +0.01 ... 19.79 12.70 AmericaMovil AMX 2.0 12 17.55 –0.82 .1964 145.79 21.46 Asana ASAN ... dd 137.19 –4.47 ... 3.32 0.93 BEST BEST ... dd 1.11 –0.18 ... 4.68 1.08 BensonHillWt BHIL.WT ... ... 1.35 –0.17 ...
0.96 0.42 AditEdTechWt ADEX.WT ... ... .71 –0.01 ... 19.70 12.76 AmericaMovil A AMOV 2.3 12 17.33 –0.92 .1964 230.97 112.76 AsburyAutomotive ABG ... 7 162.99 –21.73 ... 16.91 10.90 BGSF BGSF 3.3 14 14.67 –0.21 .12 0.66 0.56 BerensonAcqnIWt BACA.WT ... ... .59 ... ...
43.85 27.63 AdtalemGlbEduc ATGE ... dd 30.61 –2.29 ... 40.83 27.15 AmericanAssets AAT 3.2 98 37.77 –0.81 .30 10.19 10.07 AscendantDigIII ACDI.UT ... ... 10.19 +0.10 ... 51.88 10.00 9.81 BerensonAcqnI BACA.UT ... ... 10.00 +0.09 ...
82.07 BHP Group BHP 11.5 12 52.36 –2.16 4.00

243.05 142.59 AdvanceAuto AAP 1.7 25 230.00 –9.04 1.00 13.06 7.28 AmericanAxle AXL ... 12 9.43 –0.30 ... 77.90 12.13 AshfordHosp AHT ... dd 12.45 –0.97 ... 68.05 43.63 BHP Group BBL 11.9 12 50.80 –2.05 4.00 9.73 9.65 BerensonAcqnI BACA ... ... 9.72 ... ...
133.13 66.12 AdvDrainageSys WMS .3 50 130.56 +0.36 .11 55.15 39.75 AmCampus ACC 3.5 cc 53.34 –0.08 .47 109.34 73.18 AshlandGlobal ASH 1.1 30 109.26 +2.97 .30 35.00 2.55 BitMining BTCM ... dd 6.98 –0.84 ... 82.76 61.49 Berkley WRB .6 14 80.29 –0.94 1.00
10.20 9.75 AdvancedMerg AMPI.UT ... ... 9.87 –0.06 ... 38.99 16.50 AmerEagle AEO 2.7 20 26.93 +0.04 .18 64.37 11.57 AspenAerogels ASPN ... dd 62.17 +2.90 ... 74.09 36.07 BJ'sWholesale BJ ... 23 69.61 +7.21 ... 445000 333150 BerkHathwy A BRK.A ... 8 423374 –8201.00 ...
10.07 9.60 AdvMergerPtrsA AMPI ... ... 9.77 ... ... 38.43 26.02 AmEqtyLf AEL .9 10 34.98 –2.29 .32 29.54 21.83 AssetMarkFin AMK ... cc 27.57 –0.32 ... 10.22 8.80 BoaAcqn BOAS.UT ... ... 9.92 –0.03 ... 295.65 221.26 BerkHathwy B BRK.B ... 7 279.99 –6.00 ...
1.80 0.79 AdvMergerPtrsWt AMPI.WT ... ... .93 +0.07 ... 189.03 111.90 AmerExpress AXP 1.0 18 173.54 –8.35 .43 24.06 15.31 AssociatedBanc ASB 3.4 11 23.25 –0.42 .20 9.91 9.61 BoaAcqnA BOAS ... 57 9.73 –0.03 ... 29.04 16.31 BerkshireHills BHLB 1.7 12 28.25 +0.67 .12
50.95 16.89 AdvanSix ASIX 1.0 10 48.06 –2.25 .125 146.63 79.21 AmericanFin AFG 1.6 5 140.45 +0.57 4.00 44.67 30.21 AssocCapital AC .5 9 41.25 –0.09 .10 1.04 0.50 BoaAcqnWt BOAS.WT ... ... .67 +0.04 ... 70.90 48.65 BerryGlobal BERY ... 13 65.51 –3.21 ...
5.29 3.48 Aegon AEG 3.0 dd 4.75 –0.14 .0937 42.61 28.16 AmHomes4Rent AMH 1.0 cc 39.97 +0.04 .10 172.22 121.55 Assurant AIZ 1.7 22 159.48 –0.74 .68 15.77 10.25 BP Midstream BPMP 10.7 8 12.95 –0.16 .3475 137.57 95.93 BestBuy BBY 2.1 14 136.13 +0.50 .70
2.97 1.14 Aenza AENZ ... dd 1.70 –0.14 ... 62.54 36.77 AIG AIG 2.3 9 54.95 –3.26 .32 56.95 29.73 AssuredGuaranty AGO 1.7 15 53.17 –0.55 .22 30.29 19.37 BP BP 4.8 14 26.23 –1.15 .3276 73.23 41.76 BigLots BIG 2.6 7 46.28 –2.35 .30
71.38 36.58 AerCap AER ... 9 62.01 –2.78 ... 20.38 7.71 AmRltyInv ARL ... 17 11.34 –0.29 ... 30.48 9.83 Atento ATTO ... dd 25.60 –0.97 ... 6.49 1.65 BP Prudhoe BPT 2.3 cc 4.00 –0.43 .0694 948.97 525.00 BiglariA BH.A ... 6 710.00 –59.00 ...
53.53 37.22 AerojetRocket AJRD .0 25 42.87 –0.77 5.00 96.25 70.07 AmerStWater AWR 1.5 38 96.03 +3.43 .365 10.22 10.06 AthenaConsumer ACAQ.UT ... ... 10.17 ... ... 6.08 3.67 BRF BRFS ... 20 4.05 –0.20 ... 188.50 98.43 BiglariB BH ... 6 145.95 –5.97 ...
21.83 7.05 AevaTech AEVA ... dd 8.84 +0.14 ... 303.72 197.50 AmerTowerREIT AMT 1.9 47 260.98 –11.12 1.31 10.86 9.73 AthenaTech ATHN.UT ... ... 10.69 +0.14 ... 21.70 12.97 BRT Apartments BRT 4.7 13 19.44 –0.42 .23 348.50 105.37 Bill.com BILL ... dd 318.17 –16.53 ...
7.96 1.32 AevaTechWt AEVA.WT ... ... 2.43 +0.26 ... 22.49 14.36 AmerVanguard AVD .5 22 15.94 –1.43 .02 10.22 9.50 AthenaTechA ATHN ... ... 9.99 +0.01 ... 68.68 50.31 BWX Tech BWXT 1.6 19 51.36 –1.88 .21 151.51 62.57 BiohavenPharm BHVN ... dd 113.75 –8.25 ...
191.62 84.18 AffiliatedMgrs AMG .0 15 174.22 –10.72 .01 189.35 131.01 AmerWaterWorks AWK 1.4 41 173.38 +2.64 .6025 2.28 0.59 AthenaTechWt ATHN.WT ... ... 2.02 +0.36 ... 10.37 2.96 Babcock&Wilcox BW ... 18 9.75 –0.08 ... 832.70 507.22 Bio-RadLab A BIO ... 4 776.63 +20.35 ...
10.30 9.85 AfricanGoldAcqn AGAC.UT ... ... 10.13 –0.03 ... 43.75 7.30 AmericanWell AMWL ... dd 7.34 –1.32 ... 91.26 40.21 Athene ATH ... 5 85.73 +0.60 ... 16.00 8.09 Babylon BBLN ... ... 8.20 –1.89 ... 818.60 515.00 Bio-RadLab B BIO.B ... 3 769.89 +16.94 ...
9.77 9.40 AfricanGoldA AGAC ... ... 9.75 +0.01 ... 11.00 10.05 AmericasTechAcqn ATA.UT ... ... 10.41 +0.14 ... 115.45 33.20 Atkore ATKR ... 12 111.65 +7.38 ... 2.36 0.70 BabylonWt BBLN.WT ... ... 1.28 –0.28 ... 11.32 5.80 BirdGlobal BRDS ... ... 5.91 –1.93 ...
0.97 0.38 AfricanGoldWt AGAC.WT ... ... .57 +0.01 ... 10.30 9.82 AmericasTechA ATA ... cc 10.09 +0.01 ... 11.24 9.91 AtlStreetAcqn ASAQ.UT ... ... 10.12 –0.18 ... 111.77 78.73 BadgerMeter BMI .7 56 108.42 –0.99 .20 5.00 1.07 BirdGlobalWt BRDS.WT ... ... 1.45 –0.28 ...
9.99 9.65 AfterNextA AFTR ... ... 9.70 –0.01 ... 1.78 0.42 AmericasTechWt ATA.WT ... ... .71 +0.09 ... 10.65 9.56 AtlStreetAcqn ASAQ ... cc 9.80 –0.01 ... 27.66 17.98 BakerHughes BKR 3.2 cc 22.55 –1.81 .18 10.33 9.80 BiteAcqn BITE.UT ... ... 10.05 ... ...
10.04 9.85 AfterNextHealth AFTR.UT ... ... 9.99 –0.04 ... 40.85 27.88 AmericoldRealty COLD 2.7 dd 32.14 +2.34 .22 ... ... AtlStreetAcqnWt ASAQ.WT ... ... .67 ... ... 50.80 8.00 Bakkt BKKT ... dd 19.72 –4.55 ... 9.96 9.55 BiteAcqn BITE ... ... 9.75 +0.01 ...
1.01 0.63 AfterNextWt AFTR.WT ... ... .91 +0.03 ... 312.15 179.77 Ameriprise AMP 1.5 16 299.55 –8.98 1.13 16.49 9.78 Atlas ATCO 3.5 23 14.09 –0.53 .125 18.64 0.60 BakktWt BKKT.WT ... ... 8.20 –1.55 ... 0.75 0.42 BiteAcqnWt BITE.WT ... ... .67 ... ...
179.57 108.32 AgilentTechs A .5 51 164.30 +3.42 .21 129.54 94.89 AmerisourceBrgn ABC 1.5 16 120.52 –4.82 .46 11.25 9.82 AtlasCrestII ACII.UT ... ... 9.94 –0.03 ... 98.88 77.95 Ball BLL .8 39 95.70 +2.13 .20 72.78 57.02 BlackHills BKH 3.6 17 65.24 +0.20 .595
26.36 4.48 Agiliti AGTI ... cc 23.23 –1.44 ... 143.22 106.96 Ametek AME .6 36 142.48 +2.22 .20 10.37 9.46 AtlasCrestII A ACII ... 49 9.76 –0.01 ... 75.92 38.68 Bally's BALY ... 31 43.97 –2.08 ... 94.25 68.60 BlackKnight BKI ... 60 74.69 –3.24 ...
44.83 20.81 agilon health AGL ... dd 23.76 –1.75 ... 7.45 3.90 AmnealPharm AMRX ... 51 4.62 –0.59 ... 1.96 0.78 AtlasCrestII Wt ACII.WT ... ... 1.00 +0.10 ... 21.89 12.94 BancCalifornia BANC 1.1 17 21.36 –0.01 .06 10.29 10.01 BlackMountain BMAC.UT ... ... 10.28 +0.04 ...
76.69 49.20 AgnicoEagle AEM 2.6 21 54.35 –2.72 .35 8.81 3.90 Ampco-Pitt AP ... 54 4.99 –0.16 ... 104.99 84.59 AtmosEnergy ATO 2.9 18 94.90 –0.53 .68 4.98 2.47 BancoBBVA BBAR ... 4 3.20 –0.79 ... 9.91 9.76 BlackMountainA BMAC ... ... 9.90 +0.04 ...
75.95 61.27 AgreeRealty ADC 3.9 40 69.66 –0.21 .227 85.78 58.58 Amphenol APH .9 36 85.14 +1.12 .20 26.67 17.00 Atotech ATC ... dd 24.96 –0.14 ... 7.26 4.20 BancoBilbaoViz BBVA 1.2 8 6.11 –0.84 .0697 0.65 0.48 BlackMountainWt BMAC.WT ... ... .50 –0.01 ...
18.49 7.72 AiHuiShou RERE ... ... 8.21 –0.99 ... 5.78 0.88 AmplifyEnergy AMPY ... dd 2.67 –0.46 ... 6.35 2.01 Audacy AUD ... dd 2.87 –0.52 ... 4.86 3.01 BancoBradesco BBDO 4.9 7 3.16 –0.13 .0031 10.15 9.90 BlackSpadeAcqn BSAQ.UT ... ... 10.03 +0.03 ...
52.96 36.40 AirLease AL 1.7 14 44.31 –3.13 .185 17.08 5.81 Amrep AXR ... 12 13.70 –1.80 ... 2.40 0.87 AusterlitzI Wt AUS.WT ... ... 1.22 +0.09 ... 25.12 16.33 BancodeChile BCH 2.1 11 18.09 –1.17 .3844 9.98 9.61 BlackSpadeA BSAQ ... ... 9.75 +0.01 ...
316.39 245.75 AirProducts APD 2.0 32 297.74 –12.26 1.50 86.17 46.00 Anaplan PLAN ... dd 55.85 –5.44 ... 11.67 9.81 AusterlitzAcqnI AUS.UT ... ... 10.15 +0.06 ... 19.33 14.30 Bladex BLX 6.1 11 16.40 –0.70 .25 0.81 0.45 BlackSpadeWt BSAQ.WT ... ... .72 +0.12 ...
The Week’s Statistics

Barron's 50-Stock Average ............. 65 Dividend Ex-Payment Dates ........... 69 Gold & Silver Prices......................... 68 N.Y. Stock Exchange ...................... 47 Stock Volume ................................ 65
Cash Track ..................................... 58 DJ Averages ................................... 64 Gold Mining Index ......................... 68 Nasdaq National Market................ 52 Top Savings Deposit Yields............. 63
Charting the Market ...................... 43 DJ U.S. Total Market Industry Groups 66 Indexes P/Es & Yields ...................... 65 New Corporate Listings ................. 69 Trading Diary ................................. 64
Closed-End Funds.......................... 62 Dow Jones Averages ...................... 64 Initial Public Offerings.................... 66 New Highs & Lows ......................... 67 Vital Signs...................................... 36
Investor Sentiment Readings ......... 68 Week In Stocks............................... 65
Coming Earnings ........................... 66 Dow Jones Per Share Values ........... 65 NYSE Half-Hourly Volume .............. 66
Key Foreign Market Indexes ........... 57 Weekly Bond Statistics................... 68
Conference Call Calendar............... 67 Exchange Traded Portfolios ........... 56 Other Market Indexes .................... 64
Market Lab .................................... 64 Winners & Losers Stocks ................ 44
Delta Tactical Sentiment ................ 65 Federal Reserve Data Bank ............. 68 Pulse of the Economy..................... 66
Money Rates, U.S. & Foreign .......... 68
Distributions & Offerings ............... 61 Foreign Exchange .......................... 68 Money Supply ............................... 68 SEC Form 144 Filings ...................... 65 For statistical queries please contact the
Global Stock Markets..................... 57 Statistics Team: 609-520-4799
Dividend Boosts - Reductions......... 69 Mutual Funds ................................ 58 Stock Splits - Special Dividends ...... 69 or email: [email protected]

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.
12.75 6.63 BlackStoneMin BSM 8.8 41 11.31 –0.35 .25 20.81 7.67 Curo CURO 2.3 9 19.52 +1.68 .11 59.65 18.91 CivitasRsrcs CIVI 3.6 15 51.80 –4.21 .4625 139.70 81.67 Cullen/Frost CFR 2.3 20 131.89 –0.91 .75 23.24 12.27 EQT EQT ... dd 20.82 –0.54 ...
28.77 5.33 BlackBerry BB ... dd 10.44 –0.34 ... 22.24 10.72 CVR Energy CVI ... dd 15.97 –2.63 ... 34.79 20.31 Clarivate CLVT ... dd 23.45 +0.27 ... 17.88 11.39 Culp CULP 3.9 17 11.40 –1.41 .11 115.84 75.19 ESCO Tech ESE .3 cc 94.04 +2.67 .08
973.16 669.00 BlackRock BLK 1.8 24 914.95 –56.54 4.13 87.20 7.61 CVR Partners UAN 11.3 cc 82.24 +5.43 2.93 18.00 16.14 ClarosMtg CMTG ... ... 17.55 +0.95 ... 277.09 216.41 Cummins CMI 2.6 15 223.89 –12.45 1.45 10.10 9.75 ESM Acqn ESM.UT ... ... 9.96 +0.02 ...
17.47 8.50 BlackSkyTech BKSY ... dd 9.03 +0.18 ... 96.57 65.82 CVS Health CVS 2.1 16 93.16 –0.86 .50 11.15 9.81 ClassAccel CLAS.UT ... ... 10.01 +0.01 ... 136.97 103.55 CurtissWright CW .5 22 132.34 –0.41 .18 9.92 9.61 ESM Acqn A ESM ... ... 9.74 –0.03 ...
4.89 0.97 BlackSkyTechWt BKSY.WT ... ... 1.45 –0.01 ... 2326.80 1674.35 CableOne CABO .6 34 1829.72 +22.72 2.75 9.97 9.46 ClassAccelA CLAS ... dd 9.76 –0.01 ... 20.27 13.89 Cushman&Wkfd CWK ... 54 18.09 –0.82 ... 1.15 0.57 ESM Acqn Wt ESM.WT ... ... .75 +0.05 ...
149.78 58.18 Blackstone BX 2.4 20 146.44 +3.44 1.09 65.25 40.89 Cabot CBT 2.5 14 59.26 +0.99 .37 1.29 0.49 ClassAccelWt CLAS.WT ... ... .59 –0.01 ... 11.36 4.18 CustomTruck CTOS ... dd 8.46 –2.61 ... 28.92 7.22 ESSTech GWH ... dd 15.11 –0.04 ...
34.04 25.29 BlackstoneMtg BXMT 7.8 12 31.61 –2.04 .62 46.94 22.98 Cactus WHD 1.1 67 37.80 –3.91 .10 118.89 70.75 CleanHarbors CLH ... 31 109.49 +3.38 ... 3.00 0.38 CustomTruckWt CTOS.WT ... ... 2.45 –0.30 ... 6.65 0.75 ESSTechWt GWH.WT ... ... 3.79 –0.49 ...
21.04 11.55 BlendLabs BLND ... ... 11.66 –1.10 ... 35.59 24.87 CadenceBank CADE 2.6 11 30.90 –0.51 .20 3.70 1.20 ClearChannelOutdr CCO ... dd 3.28 –0.36 ... 61.48 16.65 CustomersBancorp CUBI ... 7 56.83 –2.36 ... 14.58 8.26 E2open ETWO ... ... 13.02 +0.77 ...
26.51 14.91 BlockHR HRB 4.4 7 24.47 ... .27 22.00 14.16 Cadre CDRE 1.5 ... 20.87 +1.00 .08 65.70 37.35 ClearSecure YOU ... cc 38.57 –7.16 ... 3.86 1.23 CypressEnvl CELP ... dd 1.30 –0.23 ... 4.72 1.37 E2openWt ETWO.WT ... ... 3.87 +0.52 ...
44.95 16.82 BloomEnergy BE ... dd 29.95 –4.20 ... 34.19 21.65 CAE CAE ... 91 27.86 –1.95 ... 27.68 21.10 ClearwaterAnalytic CWAN ... dd 21.94 –0.56 ... 165.69 90.85 EagleMaterials EXP .6 20 161.20 –2.54 .25
12.35
17.89
3.52
9.35
BlueApron
BlueOwlCapital
APRN
OWL
...
2.3
dd
dd
8.46
15.50
+0.03
–0.50
...
.09
29.36
47.18
11.17
15.13
Caleres
CaliforniaRscs
CAL
CRC
1.1
1.7
dd
1
26.38
40.54
–0.39
–2.91
.07
.17
45.81
35.90
27.30
23.21
ClearwaterPaper
ClearwayEnergyA
CLW
CWEN.A
...
3.6
dd
cc
41.70
35.61
+2.62
+0.74
...
.34 D 13.15
23.65
3.45
19.64
EarthstoneEner
EasterlyGovtProp
ESTE
DEA
...
5.0
dd
71
9.86
21.26
–1.39
–0.13
...
.265
6.55 0.97 BlueOwlCapWt OWL.WT ... ... 4.93 –0.39 ... 67.30 48.88 CalWtrSvc CWT 1.4 30 67.11 +4.36 .23 38.82 24.93 ClearwayEnergyC CWEN 3.4 cc 38.66 +1.26 .34 206.89 130.93 EastGroup EGP 1.8 67 205.50 +3.40 .90
33.04 11.30 BluegreenVac BVH ... 13 32.88 +2.13 ... 76.60 22.25 Calix CALX ... 20 71.66 –3.24 ... 26.51 9.15 Cleveland-Cliffs CLF ... 6 21.95 –0.35 ... 10.88 9.71 D&ZMedia DNZ.UT ... ... 10.00 ... ... 130.47 95.44 EastmanChem EMN 2.4 30 113.18 –2.68 .69
76.94 24.01 BlueLinx BXC ... 3 73.68 +0.57 ... 37.75 18.23 CallawayGolf ELY ... 14 29.29 +0.08 ... 12.38 9.81 ClimateRealI CLIM.UT ... ... 10.08 –0.02 ... 10.84 9.60 D&ZMediaA DNZ ... ... 9.76 +0.01 ... 14.18 6.29 EastmanKodak KODK ... 11 6.61 –0.56 ...
10.99 9.81 BlueRiverAcqn BLUA.UT ... ... 9.99 ... ... 65.45 7.57 CallonPetrol CPE ... dd 52.44 –10.95 ... 10.20 9.55 ClimateReal II A CLIM ... ... 9.90 +0.04 ... 1.45 0.50 D&ZMediaWt DNZ.WT ... ... .69 –0.04 ... 175.72 113.79 Eaton ETN 1.8 33 172.30 +0.50 .76
9.93 9.57 BlueRiverA BLUA ... ... 9.79 +0.02 ... 167.95 94.59 CamdenProperty CPT 2.0 cc 166.25 +0.60 .83 2.49 0.91 ClimateReal II Wt CLIM.WT ... ... 1.23 +0.05 ... 33.85 15.76 DCP Midstream DCP 5.5 60 28.32 –2.27 .39 236.77 201.15 Ecolab ECL .8 60 234.86 –0.81 .48
1.30 0.40 BlueRiverWt BLUA.WT ... ... .73 +0.01 ... 28.49 9.73 Cameco CCJ .3 dd 25.29 –2.28 .0617 9.92 5.90 ClipperRealty CLPR 4.2 dd 9.09 –0.03 .095 6.00 1.84 DHI Group DHX ... dd 5.17 –0.51 ... 15.91 11.37 Ecopetrol EC .6 12 13.53 –1.08 .0932
13.35 10.01 BluescapeOpps BOAC.UT ... ... 10.33 +0.02 ... 53.77 39.76 CampbellSoup CPB 3.6 12 40.58 –0.97 .37 59.00 3.25 CloopenGroup RAAS ... dd 3.26 –1.21 ... 7.19 5.05 DHT DHT 2.3 dd 5.70 –0.60 .02 18.90 9.12 Ecovyst ECVT .0 dd 9.71 –3.25 3.20
13.09 9.51 BluescapeOppsAcqn BOAC ... dd 9.82 +0.02 ... 49.20 25.69 CampingWorld CWH 4.7 7 42.36 +0.80 .50 231.11 156.23 Clorox CLX 2.8 48 166.98 +0.94 1.16 13.12 9.88 DPCM Capital XPOA.UT ... ... 10.23 +0.16 ... 46.44 29.87 EdgewellPersonal EPC 1.4 26 44.17 +0.88 .15
3.15 0.83 BluescapeOppsWt BOAC.WT ... ... 1.00 –0.02 ... 53.64 28.10 CanadaGoose GOOS ... cc 51.20 +0.60 ... 221.64 60.96 Cloudflare NET ... dd 211.04 +6.28 ... 11.96 9.65 DPCM Cap A XPOA ... 37 9.85 +0.03 ... 65.74 53.92 EdisonInt EIX 4.1 32 64.90 +0.66 .6625
278.57 191.85 Boeing BA ... dd 214.13 –6.83 ... 123.13 83.13 CIBC CM 4.0 11 116.11 –3.50 1.1668 6.34 2.95 CN Finance CNF ... 6 4.00 –1.09 ... 3.51 0.58 DPCM Cap Wt XPOA.WT ... ... .93 +0.14 ... 123.27 78.44 EdwardsLife EW ... 50 117.03 +1.03 ...
78.35 41.17 BoiseCascade BCC .7 5 71.93 +2.93 3.00 136.22 100.66 CanNtlRlwy CNI 1.5 25 129.38 –0.47 .4988 57.56 48.11 Coca-Cola KO 3.0 27 55.13 –1.48 .42 13.29 7.88 DRDGOLD DRD ... 9 9.32 –0.79 ... 39.17 18.65 8x8 EGHT ... dd 20.57 –1.81 ...
134.50 38.32 BootBarn BOOT ... 29 126.45 +7.00 ... 44.33 21.18 CanNaturalRes CNQ 4.7 10 40.36 –1.09 .3891 59.07 41.53 Coca-Cola Femsa KOF 4.8 18 51.12 –2.33 1.244 123.74 98.43 DTE Energy DTE 3.2 25 111.18 –0.78 .825 37.49 27.33 ElancoAnimal ELAN ... dd 32.11 –0.92 ...
100.26 75.15 BoozAllen BAH 1.7 20 87.34 –2.51 .37 83.07 64.19 CanPacRlwy CP .8 20 74.84 –2.72 .1536 12.60 5.86 CoeurMining CDE ... dd 6.40 –0.75 ... 52.78 45.37 DTEEnergy DTP 6.3 ... 49.30 –0.21 .7813 56.00 43.16 ElancoAnimalUn ELAT 5.1 ... 49.18 –0.91 .625
12.84 1.60 BoqiiHolding BQ ... dd 1.67 –0.40 ... 19.60 3.33 Cango CANG 5.5 1 4.21 –0.28 1.00 101.22 62.43 Cohen&Steers CNS 1.8 34 98.44 –1.31 1.25 50.52 38.21 DT Midstream DTM 5.1 15 47.09 –2.21 .60 189.84 97.89 Elastic ESTC ... dd 175.22 –7.46 ...
55.55 36.26 BorgWarner BWA 1.5 14 45.86 –2.39 .17 46.57 29.51 Cannae CNNE ... 9 33.25 –0.10 ... 12.39 9.95 CohnRobbins CRHC.UT ... ... 10.28 +0.11 ... 44.18 21.40 DXC Tech DXC ... 21 31.37 –1.97 ... 14.48 7.46 EldoradoGold EGO ... dd 9.69 –0.51 ...
1.67 0.56 BorrDrilling BORR ... dd 1.07 –0.24 ... 17.43 9.20 CanoHealth CANO ... dd 10.34 –1.39 ... 11.46 9.65 CohnRobbinsA CRHC ... dd 9.93 +0.05 ... 28.44 16.07 Dana DAN 1.7 16 23.61 –0.53 .10 26.92 12.82 ElementSolns ESI 1.0 27 25.01 –0.78 .06
1349.98 462.86 BostonBeer SAM ... 59 464.75 –14.90 ... 5.70 1.77 CanoHealthWt CANO.WT ... ... 2.90 –0.64 ... 2.90 0.83 CohnRobbinsWt CRHC.WT ... ... 1.12 +0.03 ... 333.96 211.22 Danaher DHR .3 40 314.13 +9.75 .21 4.90 2.68 ElevateCredit ELVT ... dd 3.42 –0.03 ...
124.24 88.45 BostonProps BXP 3.4 57 116.94 –1.06 .98 25.94 17.71 Canon CAJ 2.8 12 22.70 –0.16 .4027 54.67 34.94 Colfax CFX ... 64 50.47 –1.50 ... 89.41 11.75 Danaos DAC 2.8 2 72.62 –1.32 .50 19.60 14.24 EllingtonFin EFC 10.2 5 17.69 –0.22 .15
46.29 32.99 BostonSci BSX ... 56 41.03 –1.04 ... 177.95 83.03 CapitalOne COF 1.6 6 151.32 –5.48 .60 86.41 74.01 ColgatePalm CL 2.3 25 77.20 –0.83 .45 66.30 11.29 DanimerScientific DNMR ... dd 14.50 –3.49 ... 13.92 10.71 EllingtonResiMtg EARN 10.2 38 11.73 –0.15 .10
27.41 16.62 Box BOX ... dd 24.61 –1.34 ... 69.26 33.36 Capri CPRI ... 23 62.59 –0.75 ... 9.78 9.55 ColombierAcqnA CLBR ... ... 9.71 ... ... 130.33 37.02 DaqoNewEnergy DQ ... 7 66.33 –6.19 ... 10.26 9.82 ElliottOppII EOCW.UT ... ... 10.10 +0.09 ...
71.00 36.67 BoydGaming BYD ... 16 59.73 –2.47 ... 10.88 9.60 CapstarSpacA CPSR ... dd 9.95 –0.01 ... 10.00 9.60 ColombierAcqnUn CLBR.UT ... ... 9.92 –0.02 ... 164.28 105.49 Darden DRI 2.4 23 143.16 –7.09 1.10 10.11 9.55 ElliottOppIIA EOCW ... ... 9.85 +0.05 ...
61.76 43.37 Brady BRC 1.8 20 50.29 –4.31 .225 1.96 0.60 CapstarSpacWt CPSR.WT ... ... 1.11 –0.03 ... 1.09 0.53 ColombierAcqnWt CLBR.WT ... ... .69 +0.03 ... 85.98 46.84 DarlingIngred DAR ... 22 71.44 –5.18 ... 1.36 0.95 ElliottOppIIWt EOCW.WT ... ... 1.16 –0.03 ...
7.45 3.82 BraemarHtls BHR ... dd 4.95 –0.25 ... 62.96 47.15 CardinalHealth CAH 4.0 13 48.44 –3.00 .4908 9.96 9.61 Colonnade II A CLAA ... ... 9.76 +0.04 ... 30.42 21.98 Datto MSP ... cc 24.52 –0.53 ... 15.06 10.29 EmbotellAndinaA AKO.A 6.4 10 10.59 –0.11 .2129
15.17 10.63 BrandywineRealty BDN 5.4 92 14.15 –0.09 .19 243.99 143.52 Carlisle CSL .9 34 238.28 –1.35 .54 1.39 0.72 Colonnade II Wt CLAA.WT ... ... .87 –0.03 ... 136.48 98.55 DaVita DVA ... 11 99.55 –6.26 ... 17.36 11.27 EmbotellAndinaB AKO.B 6.2 10 12.13 –1.38 .2342
6.83 3.85 BrasilAgro LND 10.0 6 4.57 –0.44 .4586 155.98 90.30 CarMax KMX ... 21 146.99 –1.82 ... 19.49 13.22 ColumbiaProperty CXP 4.4 dd 19.16 +0.01 .21 451.49 241.24 DeckersOutdoor DECK ... 28 434.50 +7.15 ... 19.40 5.81 Embraer ERJ ... dd 14.77 –1.44 ...
26.93 8.28 Braskem BAK ... 2 16.85 –0.98 ... 31.52 17.33 Carnival CCL ... dd 20.49 –1.87 ... 90.63 49.01 Comerica CMA 3.1 11 87.93 –0.83 .68 400.34 250.54 Deere DE 1.2 20 346.15 –12.71 1.05 dd
51.56 28.11 DelekLogistics DKL 8.4 12 45.01 –1.74 .95 7.28 3.77 EmeraldHldg EEX ... 4.18 –0.54 ...
22.42 14.05 BridgeInvt BRDG 4.4 ... 21.97 +1.66 .24 27.31 15.35 Carnival CUK ... dd 18.85 –1.69 ... 103.73 48.36 ComfortSystems FIX .5 25 101.80 +1.91 .13 127.20 29.88 EmergentBiosol EBS ... 10 40.07 +3.13 ...
dd 49.20 24.35 CarpenterTech CRS 2.6 dd 30.63 –3.42 .20 36.49 19.44 CommercialMetals CMC 1.6 10 35.07 +0.82 .14 27.38 13.11 DelekUS DK ... dd 15.46 –3.04 ... 24
25.49 10.13 BrighamMin MNRL 3.9 21.79 –1.91 .26 58.18 34.02 DellTechC DELL ... 11 55.02 –0.98 ... 105.99 74.50 EmersonElec EMR 2.2 93.34 –4.08 .515
17.93 3.86 BrightHealth BHG ... ... 4.12 –0.62 ... 52.76 27.15 CarriageSvcs CSV .9 34 51.76 +1.34 .1125 82.53 61.17 CommBkSys CBU 2.3 21 74.84 +0.66 .43 13.11 8.37 EmpireStateRealty ESRT 1.4 dd 9.89 –0.62 .035
52.28 36.97 DeltaAir DAL ... dd 39.69 –2.53 ...
182.50 125.15 BrightHorizons BFAM ... cc 126.18 –12.10 ... 58.89 34.21 CarrierGlobal CARR .8 23 57.15 +1.03 .12 17.04 7.01 CommunityHlthSys CYH ... 5 13.80 –0.98 ...
48.38 24.58 Deluxe DLX 3.4 21 35.81 –1.94 .30 43.82 30.20 EmployersHldgs EIG 2.6 9 38.50 –1.92 .25
6.68 1.54 BrightScholarEduc BEDU 10.5 10 2.02 –0.70 .12 15.71 10.00 Cars.com CARS ... 42 12.47 –0.66 ... 52.54 42.63 CommunityHlthcr CHCT 3.9 52 44.80 –1.43 .435
11.40 9.89 DelwindsIns DWIN.UT ... ... 10.18 +0.03 ... 10.60 9.70 EmpowermentI EPWR.UT ... ... 10.04 +0.02 ...
30.88 17.45 BrightSphere BSIG .1 9 30.38 –0.39 .01 116.92 80.50 Carter's CRI 1.5 14 106.85 –2.33 .40 9.46 5.76 SABESP SBS 1.0 9 6.24 –0.36 .0714 10.35 9.50 Empower&IncA EPWR ... dd 9.76 ... ...
376.83 219.40 Carvana CVNA ... dd 291.72 –2.71 ... 3.55 2.09 EngGr-Cmg C CIG.C ... 7 3.24 –0.07 ... 10.29 9.65 DelwindsInsA DWIN ... cc 9.89 +0.01 ...
10.68 7.05 BrightSpire BRSP 7.5 dd 9.61 –0.08 .18 1.40 0.42 DelwindsInsWt DWIN.WT ... ... .62 ... ... 1.25 0.42 EmpowerIWt EPWR.WT ... ... .58 –0.02 ...
19.17 13.26 BrightView BV ... cc 15.43 –1.33 ... 11.35 9.96 CascadeAcqn CAS.UT ... ... 10.18 ... ... 2.77 1.57 EngGr-Cmg CIG ... 5 2.40 –0.10 ... 7.90 3.16 EmpresaDisCom EDN ... dd 5.37 –0.63 ...
91.30 18.81 Denbury DEN ... dd 79.38 –6.40 ...
78.33 38.34 BrinkerIntl EAT ... 14 38.55 –4.18 ... 10.45 9.72 CascadeAcqnA CAS ... dd 9.96 –0.01 ... 7.34 5.01 COPEL ELP 11.2 23 5.41 –0.18 .4176
20.48 6.87 DesignerBrands DBI ... dd 15.65 +0.67 ... 9.91 4.92 EnableMidstream ENBL 8.9 8 7.40 –0.40 .1653
84.72 58.48 Brink's BCO 1.2 41 66.45 +0.48 .20 1.92 0.55 CascadeAcqnWt CAS.WT ... ... .62 ... ... 10.33 3.56 CiaSiderurgica SID ... 2 3.80 –0.34 ... 43.35 28.97 Enbridge ENB ... 18 39.72 –0.69 ...
12.00 3.18 CasperSleep CSPR ... dd 6.55 +3.00 ... 21.82 14.07 CerveceriasUnid CCU 7.6 14 17.74 –1.10 .3092 34.94 6.43 DesktopMetal DM ... dd 6.91 –1.70 ...
69.75 56.11 BristolMyers BMY 3.4 dd 57.83 –1.60 .49 17.66 10.02 Despegar.com DESP ... dd 12.25 +0.60 ... 89.68 60.85 EncompassHealth EHC 1.8 15 61.48 –2.42 .28
0.41 0.18 BristolMyersRt CELG.RT ... ... .18 ... ... 2.71 1.07 CastlightHealth CSLT ... dd 1.70 –0.11 ... 32.34 18.81 CompassDiversif CODI 4.6 dd 31.07 +0.32 .36
15.34 10.08 DeutscheBank DB ... 10 12.17 –0.59 ... 172.41 60.01 Endava DAVA ... cc 155.76 –10.27 ...
39.72 21.93 Bristow VTOL ... dd 32.96 –2.99 ... 142.64 91.87 Catalent CTLT ... 40 127.11 –0.94 ... 22.11 10.34 Compass COMP ... dd 10.43 –0.99 ... 24 33.20 22.02 Endeavor EDR ... ... 29.34 +1.74 ...
51.92 .15 44.79 13.04 DevonEnergy DVN 4.9 40.60 –1.98 .73
41.14 34.09 BritishAmTob BTI 8.6 9 34.33 –0.93 .7412 10.70 9.75 CatchaInvt CHAA.UT ... ... 9.86 –0.11 ... 75.44 CompassMnlInt CMP 1.1 dd 52.63 –19.22
210.15 153.67 Diageo DEO 1.9 34 208.71 +3.87 2.4264 7.76 3.10 EndeavourSilver EXK ... 25 5.33 –0.49 ...
25.83 15.27 BrixmorProp BRX 3.9 34 24.57 +0.17 .24 10.25 9.59 CatchaInvtA CHAA ... ... 9.74 +0.01 ... 12.00 9.59 ComputeHealth CPUH.UT ... ... 10.07 +0.04 ...
11.49 7.12 DiamndrckHspty DRH ... dd 9.55 –0.45 ... 8.88 5.43 EnelAmericas ENIA 3.1 10 5.65 –0.46 .1583
11.10 9.72 BroadmarkRealty BRMK 8.6 16 9.75 –0.34 .07 1.07 0.59 CatchaInvtWt CHAA.WT ... ... .72 –0.02 ... 10.70 9.50 ComputeHlthA CPUH ... ... 9.83 +0.05 ... 6.36 1.51 DianaShipping DSX 10.1 dd 3.97 –0.88 .10 4.50 1.90 EnelChile ENIC 8.0 9 1.98 –0.21 .2187
0.32 0.08 BroadmarkRltyWt BRMK.WT ... ... .10 ... ... 12.78 8.16 CatchMarkTimber CTT 3.6 19 8.34 –0.27 .075 2.25 0.88 ComputeHlthWt CPUH.WT ... ... 1.06 +0.01 ... 147.39 51.51 Dick's DKS 1.3 12 138.59 +7.41 5.50 52.85 36.14 Energizer ENR 3.2 18 38.07 –0.28 .30
185.00 137.91 BroadridgeFinl BR 1.5 37 174.13 –2.48 .64 246.69 171.31 Caterpillar CAT 2.2 21 200.44 –8.83 1.11 11.34 4.24 ComstockRscs CRK ... dd 8.47 –0.79 ... 18.01 7.16 DiDiGlobal DIDI ... ... 8.30 –1.21 ... 11.55 5.96 EnergyTransfer ET 7.0 5 8.70 –0.43 .1525
11.36 9.89 BroadstoneAcqn BSN.UT ... 42 10.48 –0.03 ... 19.89 7.87 Cato CATO 4.5 14 15.21 –3.94 .17 39.09 30.72 ConagraBrands CAG 4.1 12 30.72 –1.53 .3125 17.30 8.41 DieboldNixdorf DBD ... dd 8.75 –0.24 ... 28.84 19.61 EnerpacTool EPAC .2 36 22.80 –0.23 .04
10.69 9.62 BroadstoneAcqnA BSN ... dd 9.95 ... ... 13.85 6.30 Cazoo CZOO ... dd 9.04 –0.08 ... 15.28 9.89 ConcordAcqn CND.UT ... ... 13.52 –0.59 ... 15.27 5.22 DigitalMedia DMS ... cc 5.34 –1.42 ... 10.77 2.30 Enerplus ERF 1.4 dd 9.55 –0.57 .0327
1.85 0.56 BroadstoneAcqnWt BSN.WT ... ... 1.15 –0.02 ... 4.82 1.02 CazooWt CZOO.WT ... ... 2.02 +0.01 ... 13.48 9.63 ConcordAcqnA CND ... dd 11.88 –0.48 ... 3.73 0.48 DigitalMediaWt DMS.WT ... ... .54 –0.14 ... 104.47 72.66 EnerSys ENS .9 23 80.03 –0.31 .175
28.00 17.22 Broadstone BNL 4.1 45 25.91 –0.07 .265 52.50 36.67 CedarFairRec FUN ... dd 48.35 +1.13 ... 3.94 0.69 ConcordAcqnWt CND.WT ... ... 3.24 –0.19 ... 168.30 124.65 DigitalRealty DLR 2.8 70 165.58 +9.26 1.16 24.74 8.44 Eneti NETI .4 dd 8.93 –0.04 .01
8.95 3.94 BrookdaleSrLiving BKD ... dd 6.65 –0.52 ... 24.48 7.59 CedarRealty CDR 1.2 dd 22.49 –0.76 .066 10.20 9.61 ConcordAcqnII CNDA.UT ... ... 10.10 +0.49 ... 8.70 4.16 DigitalBridge DBRG ... dd 7.56 ... ... 23.21 19.05 Enfusion ENFN ... ... 21.47 –1.47 ...
62.20 37.64 BrookfieldMgt BAM .9 34 59.60 –0.76 .13 174.05 115.42 Celanese CE 1.6 7 165.74 –4.39 .68 10.70 9.68 ConcordAcqnIIA CNDA ... ... 9.82 –0.04 ... 133.40 35.35 DigitalOcean DOCN ... dd 128.53 +4.50 ... 38.83 23.50 EngageSmart ESMT ... dd 23.80 –4.20 ...
85.00 47.98 BrookfieldReins BAMR .0 ... 61.20 –0.77 .13 11.88 7.01 Celestica CLS ... 16 11.22 –0.38 ... 1.24 0.68 ConcordAcqnIIWt CNDA.WT ... ... 1.03 +0.05 ... 375.84 45.73 Dillard's DDS .2 18 360.27 +31.81 .20 8.64 3.53 EnLinkMid ENLC 5.5 dd 6.83 –0.47 .0938
51.98 34.01 BrookfieldBusPtr BBU .5 11 46.32 –4.92 .0625 9.55 5.11 CementosPacasm CPAC 17.8 15 6.83 +0.44 .9957 10.37 10.10 ConcordAcqnIII CNDB.UT ... ... 10.17 –0.01 ... 100.70 56.50 DineBrands DIN 2.0 18 79.69 –6.54 .40 22.24 16.35 Ennis EBF 5.2 18 19.38 –0.53 .25
80.60 56.89 BrookfieldInfr BIPC 3.3 dd 61.22 –1.76 .51 9.09 4.53 Cemex CX ... 14 6.16 –0.41 ... 5.89 1.83 ConcordMed CCM ... ... 2.46 –0.03 ... 46.00 17.30 Dingdong DDL ... ... 24.00 –5.55 ... 43.47 20.81 EnovaIntl ENVA ... 3 39.56 –3.33 ...
61.70 48.25 BrookfieldInfr BIP 3.5 27 57.54 –1.25 .51 13.48 4.55 CenovusEnergy CVE .9 42 12.12 –0.62 .0282 159.11 97.95 Conmed CNMD .6 71 142.01 –9.54 .20 9.97 9.78 DirectSellingA DSAQ ... ... 9.95 +0.03 ... 9.97 9.76 EnphysAcqn NFYS.UT ... ... 9.86 –0.03 ...
63.31 37.08 BrookfieldRenew BEPC 3.1 dd 38.87 –1.01 .3038 8.60 2.65 CenovusEnergyWt CVE.WT ... ... 7.53 –0.59 ... 77.98 38.77 ConocoPhillips COP 2.6 21 69.61 –2.75 .46 10.21 10.06 DirectSellingUn DSAQ.UT ... ... 10.21 +0.05 ... 112.41 67.60 EnPro NPO 1.0 34 107.25 –3.25 .27
49.87 34.55 BrookfieldRenew BEP 3.2 dd 37.66 –1.01 .3038 77.65 57.16 Centene CNC ... 59 73.01 –2.85 ... 80.43 65.56 ConEd ED 4.0 23 78.03 +0.88 .775 0.70 0.48 DirectSellingAcqnWt DSAQ.WT ... ... .54 +0.03 ... 115.02 85.78 Entergy ETR 3.8 17 105.95 +4.35 1.01
67.24 42.72 Brown&Brown BRO .6 31 64.54 +0.02 .1025 27.20 19.31 CenterPointEner CNP 2.6 17 26.55 –0.05 .17 1.04 0.56 ConstellationI Wt CSTA.WT ... ... .74 –0.01 ... 135.69 74.78 DiscoverFinSvcs DFS 1.7 7 114.38 –5.06 .50 25.69 18.96 EnterpriseProd EPD 8.3 12 21.70 –1.61 .45
83.01 62.59 Brown-Forman A BF.A 1.0 44 70.10 +3.46 .1795 12.80 6.64 CenterraGold CGAU 2.9 dd 7.80 –0.83 .0556 10.81 9.70 ConstellationI CSTA.UT ... ... 10.00 +0.03 ... 203.02 140.86 Disney DIS ... cc 154.00 –5.63 ... 9.34 2.50 Entravision EVC 1.3 15 7.90 –0.47 .025
82.24 66.25 Brown-Forman B BF.B 1.0 47 75.23 +3.33 .1795 108.19 66.91 Centerspace CSR 2.8 dd 101.38 –1.21 .72 10.10 9.50 ConstellationI A CSTA ... ... 9.74 ... ... 12.69 9.86 dMYTechIV DMYQ.UT ... ... 12.43 +1.32 ... 88.45 61.00 Envestnet ENV ... cc 81.57 –1.94 ...
117.62 72.38 Brunswick BC 1.3 13 100.10 –1.53 .335 9.61 4.69 CentraisElBras EBR 11.7 9 5.96 –0.60 .1551 244.75 200.13 ConstBrands A STZ 1.3 80 235.40 +8.99 .76 11.76 9.57 dMYTechIV A DMYQ ... ... 11.40 +0.94 ... 46.52 28.43 Envista NVST ... 20 42.10 –1.20 ...
57.10 26.39 Buckle BKE 2.6 11 50.25 +0.80 .33 29.15 16.35 CentralPacFin CPF 3.6 11 27.75 –0.79 .25 255.00 204.17 ConstBrands B STZ.B 1.2 89 237.31 +11.16 .69 4.68 1.03 dMYTechIVWt DMYQ.WT ... ... 4.54 +1.44 ... 71.52 43.41 EnvivaPartners EVA 4.5 dd 69.95 +3.52 .84
13.28 6.11 Buenaventura BVN ... dd 6.80 –1.09 ... 4.38 1.90 CentralPuerto CEPU ... 20 3.04 –0.64 ... 21.60 11.72 Constellium CSTM ... 8 18.39 –1.24 ... 10.77 10.09 dMYTechVI DMYS.UT ... ... 10.70 +0.35 ... 4.85 1.92 EnzoBiochem ENZ ... 21 3.38 –0.01 ...
21.00 3.71 Build-A-Bear BBW ... 10 18.14 –0.10 ... 83.20 40.82 CenturyComm CCS .8 6 72.91 +0.56 .15 19.31 8.75 ContainerStore TCS ... 6 12.82 –0.64 ... 104.74 85.24 DolbyLab DLB 1.1 32 89.57 –0.36 .25 292.11 161.87 Equifax EFX .5 51 288.86 +8.77 .39
10.10 9.64 BuildAcqn BGSX.UT ... ... 9.99 –0.03 ... 130.37 78.20 CeridianHCM CDAY ... dd 114.88 –4.52 ... 55.48 14.95 ContinentalRscs CLR 1.4 20 45.10 –2.15 .20 17.66 13.49 Dole DOLE ... ... 13.52 –0.48 ... 28.30 15.00 Equinor EQNR 1.8 29 24.69 –0.91 .18
10.00 9.60 BuildAcqnA BGSX ... ... 9.74 +0.03 ... 29.42 13.55 ChannelAdvisor ECOM ... 43 27.01 +0.16 ... 23.58 10.08 Volaris VLRS ... dd 16.70 –0.88 ... 239.35 173.50 DollarGeneral DG .7 22 224.55 –0.45 .42 36.09 24.38 Equitable EQH 2.2 dd 32.76 –2.02 .18
0.99 0.61 BuildAcqnWt BGSX.WT ... ... .82 +0.05 ... 6.63 2.56 CharahSolutions CHRA ... dd 4.57 –0.07 ... 14.29 6.49 ConveyHealth CNVY ... ... 6.64 –0.93 ... 10.61 5.78 Doma DOMA ... dd 6.85 –0.94 ... 11.52 6.23 EquitransMdstm ETRN 5.9 16 10.21 –0.16 .15
72.08 34.42 BuildersFirst BLDR ... 10 70.24 +2.24 ... 49.48 17.60 ChargePoint CHPT ... dd 26.90 +0.08 ... 463.59 324.34 Cooper COO .0 7 405.07 –12.65 .03 2.00 0.86 DomaWt DOMA.WT ... ... 1.40 –0.07 ... 29.29 25.40 EquityCommnwlth EQC ... dd 26.06 +0.05 ...
96.99 58.10 Bunge BG 2.2 6 94.11 –1.02 .525 460.21 224.06 CharlesRiverLabs CRL ... 49 379.88 –6.03 ... 47.85 20.40 Cooper-Standard CPS ... dd 24.20 +0.09 ... 81.11 67.85 DominionEner D 3.4 23 74.19 –0.55 .63 12.12 10.00 EquityDistribution EQD.UT ... ... 10.16 +0.04 ...
13.55 8.00 BurfordCapital BUR 3.5 dd 10.60 –0.79 .0625 206.29 96.47 ChartIndustries GTLS ... 78 181.22 –10.56 ... 7.20 0.88 CooTekCayman CTK ... dd .88 –0.17 ... 105.50 91.90 DominionEnerUn DCUE 7.3 ... 99.14 –0.47 1.8125 11.06 9.70 EquityDistrA EQD ... 36 9.86 +0.03 ...
357.34 217.38 BurlingtonStrs BURL ... 41 264.97 –4.55 ... 14.95 10.26 ChathamLodging CLDT ... dd 12.56 –0.38 ... 94.91 64.66 Copa CPA ... dd 78.55 +2.95 ... 549.51 319.71 Domino's DPZ .7 41 535.59 +22.29 .94 2.35 0.77 EquityDistrWt EQD.WT ... ... .99 +0.01 ...
29.13 6.75 ButterflyNtwk BFLY ... dd 8.00 –0.60 ... 5.00 1.50 CheetahMobile CMCM ... 4 1.52 –0.15 ... 31.93 20.00 Core&Main CNM ... 86 29.63 –0.09 ... 55.49 27.49 Domtar UFS ... 46 55.42 +1.37 ... 88.47 57.97 EquityLife ELS 1.7 59 84.78 +0.23 .3625
16.66 1.30 ButterflyNtwkWt BFLY.WT ... ... 1.78 –0.32 ... 115.21 26.30 Chegg CHGG ... dd 26.53 –2.89 ... 49.87 19.99 CoreLabs CLB .2 37 24.38 –1.75 .01 69.35 52.50 Donaldson DCI 1.5 27 60.67 –1.71 .22 88.09 56.08 EquityResdntl EQR 2.8 32 86.04 –0.40 .6025
27.84 14.59 BylineBancorp BY 1.3 12 27.65 +0.57 .09 560.00 403.00 Chemed CHE .3 27 504.25 +2.44 .36 12.35 5.92 CoreCivic CXW ... dd 11.59 +0.20 ... 52.33 14.85 DonnelleyFin DFIN ... 19 46.16 –4.00 ... 2.91 1.01 EquusTotReturn EQS ... dd 2.31 –0.08 ...
38.87 22.61 Chemours CC 3.1 14 31.75 –1.41 .25 11.04 4.05 CorEnergyInfr CORR 4.6 dd 4.36 –0.33 .05 257.25 110.13 DoorDash DASH ... dd 215.25 –30.72 ... 25.99 13.58 EroCopper ERO ... 8 18.20 –0.91 ...
C 10.68
137.44
8.65
99.64
CherryHillMtg
ChesapeakeUtil
CHMI
CPK
12.1
1.5
32
28
8.93
132.17
–0.16
+0.03
.27
.48
18.15
173.57
6.05
107.23
CorePoint
Coresite
CPLG
COR
...
3.0
dd
83
15.51
171.40
–0.06
+4.81
...
1.27
15.68
48.42
9.51
27.16
DorianLPG
DoubleVerify
LPG
DV
.0
... cc
6 12.68
31.53
–0.28
–3.29
1.00
...
2.63
54.22
0.37
39.62
ErosSTX
EssentGroup
ESGC
ESNT
...
1.7
...
8
.41
45.35
–0.41
–1.03
...
.19
118.08 83.53 Chevron CVX 4.8 22 111.91 –2.32 1.34 19.73 8.35 CornerstoneBldg CNR ... 3 16.77 –0.27 ... 51.44 34.99 DouglasDynamics PLOW 2.5 26 44.80 –0.41 .285 32.92 19.44 EssentialProp EPRT 3.6 cc 27.93 –0.97 .25
290.71 215.18 CACI Intl CACI ... 15 272.47 –10.14 ... 120.00 60.45 Chewy CHWY ... cc 72.92 –3.99 ... 46.82 34.81 Corning GLW 2.5 39 37.65 –1.47 .24 36.97 26.45 DouglasEmmett DEI 3.2 99 35.49 –0.76 .28 51.42 41.11 EssentialUtil WTRG 2.2 30 48.57 +1.44 .2682
56.22 30.04 CAI Intl CAI 2.1 8 55.99 +0.03 .30 7.29 1.38 Chico'sFas CHS ... dd 6.36 +0.09 ... 6.37 2.79 CorpAmAirports CAAP ... dd 6.03 –0.03 ... 178.20 115.88 Dover DOV 1.1 27 176.05 +3.19 .50 63.22 53.97 EssentialUtilUn WTRU 5.1 ... 59.07 +1.23 .75
8.41 3.54 CBD Pao CBD 9.3 15 4.11 –0.24 .2655 16.85 9.78 ChimeraInvt CIM 8.0 5 16.43 –0.13 .33 30.51 24.64 CorpOfficeProp OFC 4.1 21 27.12 –0.88 .275 3.61 1.80 DoverMotorsports DVD 1.1 10 3.59 ... .04 353.63 226.79 EssexProp ESS 2.4 51 347.42 +0.99 2.09
40.62 23.92 CBIZ CBZ ... 26 38.64 –0.84 ... 26.19 17.37 ChinaEastrnAir CEA ... dd 18.80 –0.51 ... 10.22 9.71 CorsairPtrg CORS.UT ... ... 9.98 +0.03 ... 71.38 51.33 Dow DOW 4.9 7 57.34 –2.72 .70 356.51 231.97 EsteeLauder EL .7 43 352.85 +6.13 .60
43.50 26.25 CBL Assoc CBL ... dd 30.52 –0.88 ... 17.73 2.14 ChinaGreenAg CGA ... dd 11.14 –0.60 ... 9.96 9.60 CorsairPtrA CORS ... ... 9.72 ... ... 107.79 41.17 Doximity DOCS ... 64 61.21 –12.27 ... 32.15 17.90 EthanAllen ETD 4.2 9 24.06 –0.86 .75
11.67 9.60 CBRE Acqn CBAH.UT ... ... 11.23 +0.23 ... 11.99 7.85 ChinaLifeIns LFC 4.8 6 8.76 –0.13 .4933 0.90 0.70 CorsairPtrWt CORS.WT ... ... .80 ... ... 75.50 57.54 DrReddy'sLab RDY .4 36 62.34 –2.72 .3365 11.20 7.55 Euronav EURN 1.2 dd 9.71 –0.53 .03
11.00 9.32 CBRE Acqn A CBAH ... ... 10.40 +0.19 ... 30.85 1.92 ChinaOnlineEduc COE ... 7 2.02 –0.33 ... 49.98 36.54 Corteva CTVA 1.2 22 47.81 –0.89 .14 40.62 19.36 Dril-Quip DRQ ... dd 19.48 –1.67 ... 26.52 15.41 Eventbrite EB ... dd 17.89 –3.27 ...
3.14 0.79 CBRE Acqn Wt CBAH.WT ... ... 3.05 +0.04 ... 58.40 42.92 ChinaPetrol SNP 10.5 5 46.85 –1.84 2.4674 21.30 13.59 Cosan CSAN 1.2 27 15.11 –0.39 .1762 4.02 1.35 DriveShack DS ... dd 2.16 –0.34 ... 164.63 87.16 EvercoreA EVR 1.8 10 149.86 –5.80 .68
107.88 57.34 CBRE Group CBRE ... 23 99.69 –5.60 ... 39.96 25.08 ChinaSoAirlines ZNH ... dd 29.75 –1.03 ... 16.72 6.69 Costamare CMRE 3.8 6 12.18 –0.93 .115 25.25 16.16 DuckhornPtf NAPA ... 40 19.64 –0.49 ... 289.68 209.63 EverestRe RE 2.3 11 267.11 –7.04 1.55
16.11 8.58 CCC Intelligent CCCS ... dd 12.99 +0.47 ... 19.59 11.85 ChinaYuchai CYD 14.0 7 12.11 –0.66 1.70 23.64 14.28 CoterraEnergy CTRA 2.5 23 19.99 –0.61 .175 65.40 43.28 Ducommun DCO ... 16 45.91 –4.99 ... 69.45 51.88 Evergy EVRG 3.5 17 65.61 +1.11 .5725
5.53 1.41 CCC Intell Wt CCCS.WT ... ... 3.92 +0.25 ... 1958.55 1256.27 Chipotle CMG ... 70 1754.90 –108.10 ... 11.12 5.73 Coty COTY ... dd 10.35 –0.46 ... 108.38 85.56 DukeEnergy DUK 4.0 25 98.42 –1.46 .985 26.61 10.59 Everi EVRI ... 34 22.08 –2.19 ...
11.37 9.71 CCNeubergerII PRPB ... 36 9.88 –0.02 ... 152.74 98.24 ChoiceHotels CHH .6 37 151.86 +4.68 .225 69.00 25.75 Coupang CPNG ... ... 27.16 +0.58 ... 59.01 37.54 DukeRealty DRE 1.9 24 58.69 +1.02 .28 92.66 76.64 EversourceEner ES 2.9 24 83.86 +1.91 .6025
12.00 9.95 CCNeubergerII PRPB.UT ... ... 10.18 –0.02 ... 197.92 144.00 Chubb CB 1.7 10 188.25 –4.59 .80 62.53 29.90 Coursera COUR ... dd 32.53 –2.70 ... 27.86 16.61 Dun&Bradstreet DNB ... dd 18.97 –1.28 ... 48.58 33.85 Evertec EVTC .5 21 43.39 –0.38 .05
2.91 0.90 CCNeubergerIIWt PRPB.WT ... ... 1.16 –0.01 ... 42.87 37.80 ChunghwaTel CHT 3.0 25 40.70 +0.21 1.5457 40.66 31.01 CousinsProperties CUZ 3.2 48 39.18 –0.77 .31 87.27 61.73 DuPont DD 1.5 7 80.02 –0.70 .30 34.60 13.15 EvolentHealth EVH ... dd 28.89 +0.45 ...
10.84 9.86 CCNeubergerIII PRPC.UT ... ... 10.05 +0.03 ... 93.06 77.62 Church&Dwight CHD 1.1 28 92.23 +2.31 .2525 20.25 11.55 Covanta CVA 1.6 cc 20.23 ... .08 81.40 32.42 DutchBros BROS ... ... 54.99 –7.07 ... 48.97 22.00 EvoquaWater AQUA ... cc 48.71 +3.34 ...
10.10 9.65 CCNeubergerIII A PRPC ... ... 9.84 +0.05 ... 6.21 0.91 ChurchillV Wt CCV.WT ... ... 1.12 –0.01 ... 108.67 64.75 Crane CR 1.7 15 103.71 –3.12 .43 101.16 61.50 DycomInds DY ... 55 84.81 +0.05 ... 11.00 9.79 ExecutiveNtwk ENPC.UT ... ... 9.99 –0.11 ...
1.47 0.85 CCNeubergerIII Wt PRPC.WT ... ... 1.20 ... ... 13.75 9.92 ChurchillCapCorp.V CCV.UT ... ... 10.13 +0.04 ... 11.06 7.08 Crawford A CRD.A 3.0 11 8.00 –0.53 .06 3.72 2.16 DynagasLNG DLNG ... 3 3.31 +0.06 ... 10.40 9.61 ExecutiveNtwkA ENPC ... 17 9.82 –0.02 ...
68.09 32.22 CF Industries CF 1.8 47 65.19 +0.62 .30 13.88 9.22 ChurchillCapV A CCV ... ... 9.84 +0.01 ... 10.67 6.96 Crawford B CRD.B 3.0 11 7.93 –0.23 .06 80.13 35.45 Dynatrace DT ... cc 66.98 –7.18 ... 1.68 0.62 ExecutiveNtwkWt ENPC.WT ... ... .72 –0.01 ...
93.93 70.04 CGI GIB ... 20 86.21 –2.84 ... 12.97 9.86 ChurchillCapVI CCVI.UT ... ... 10.16 +0.09 ... 169.50 88.67 Credicorp BAP 1.0 11 120.35 –7.88 1.2198 20.51 17.06 DynexCapital DX 8.9 4 17.47 –0.34 .13 13.97 0.86 Express EXPR ... dd 4.27 ... ...
22.50 14.50 CI&T CINT ... 1 14.66 –5.32 ... 10.61 9.70 ChurchillVI A CCVI ... ... 9.93 +0.08 ... 14.95 9.29 CreditSuisse CS 1.1 cc 9.79 –0.27 .0542 32.64 12.90 Expro XPRO ... dd 16.48 –1.37 ...
24.52 11.71 CI Financial CIXX 2.4 13 23.62 –0.02 .1447 1.99 0.86 ChurchillVI Wt CCVI.WT ... ... 1.15 –0.03 ... 5.48 1.64 CrescentPoint CPG 2.2 1 4.39 –0.30 .0238
56.62 33.41 CIT Group CIT 2.8 7 49.26 –0.79 .35 11.50 9.74 ChurchillCapVII CVII.UT ... ... 10.07 +0.02 ... 33.94 16.14 CrestwoodEquity CEQP 9.0 dd 27.69 –1.07 .625 E 5.97
204.74
2.77
106.56
Exterran
ExtraSpaceSt
EXTN
EXR
...
2.5
dd
37
3.81
202.16
–0.61
+4.20
...
1.25
12.21 9.81 CITICCapAcqnA CCAC ... dd 10.01 –0.03 ... 10.00 9.64 ChurchillVII A CVII ... ... 9.84 +0.03 ... 10.26 6.86 CrestwoodEqUn CEQP.PR 8.6 ... 9.80 –0.31 .2111 66.38 36.78 ExxonMobil XOM 5.8 dd 60.67 –3.15 .88
3.55 0.50 CITICCapAcqnWt CCAC.WT ... ... .96 –0.05 ... 1.90 0.83 ChurchillVII Wt CVII.WT ... ... 1.24 +0.03 ... 15.50 7.41 CrossTimbers CRT 9.0 15 11.35 –2.60 .067 10.00 9.83 EG Acqn EGGF.UT ... ... 9.93 –0.02 ...
65.79 53.19 CMS Energy CMS 2.9 20 60.90 +0.90 .435 18.71 14.80 Cian CIAN ... ... 14.83 –0.42 ... 23.24 16.53 CrossAmerPtrs CAPL 11.0 39 19.06 –1.15 .525
F
9.95 9.59 EG Acqn A EGGF ... ... 9.71 +0.02 ...
49.08 34.27 CNA Fin CNA 3.5 9 43.68 –1.52 .38 62.56 42.08 Ciena CIEN ... 21 60.77 –0.64 ... 204.62 146.15 CrownCastle CCI 3.2 61 183.74 +2.96 1.47 1.00 0.54 EG Acqn Wt EGGF.WT ... ... .70 +0.05 ...
19.22 10.49 CNH Indl CNHI .7 16 18.24 –0.46 .131 272.81 190.88 Cigna CI 1.9 9 210.51 –7.22 1.00 114.55 85.65 CrownHoldings CCK .7 25 111.55 +1.61 .20 33.38 21.00 elfBeauty ELF ... 94 32.44 +1.08 ...
27.89 20.68 CNO Financial CNO 2.2 7 23.94 –0.91 .13 27.85 13.20 Cinemark CNK ... dd 17.98 –2.47 ... 10.50 9.74 CrownPropTech CPTK.UT ... ... 10.14 –0.01 ... 135.98 84.36 EMCOR EME .4 20 129.43 –0.65 .13 16.41 10.10 FastAcqn FST.UT ... ... 16.17 +0.88 ...
16.08 8.82 CNX Resources CNX ... dd 13.94 –0.73 ... 19.79 11.58 CinerRscs CINR 7.4 20 18.34 –0.09 .34 10.00 9.55 CrownPropA CPTK ... ... 9.88 +0.03 ... 29.76 19.28 ENI E 4.0 26 27.48 –1.19 1.0194 14.10 9.66 FastAcqnA FST ... dd 11.86 –0.29 ...
36.23 4.97 CONSOL Energy CEIX ... dd 22.77 –2.92 ... 43.20 27.05 CircorIntl CIR ... dd 33.09 +0.59 ... 1.19 0.49 CrownPropWt CPTK.WT ... ... .85 –0.09 ... 98.20 44.57 EOG Rscs EOG 3.5 17 85.68 –9.16 .75 9.92 0.85 FastAcqnWt FST.WT ... ... 6.22 +0.22 ...
53.99 39.04 CRH CRH 2.4 26 49.11 –1.89 .23 80.29 51.19 Citigroup C 3.1 6 66.34 –2.82 .51 14.39 9.70 CrucibleAcqn CRU.UT ... ... 10.11 +0.08 ... 725.40 311.82 EPAM Systems EPAM ... 92 663.84 –7.52 ... 10.25 9.81 FastAcqnII FZT.UT ... ... 9.99 –0.05 ...
69.41 39.55 CS Disco LAW ... dd 44.04 –4.73 ... 51.14 31.84 CitizensFin CFG 3.1 10 49.61 +0.25 .39 11.10 9.62 CrucibleAcqnA CRU ... ... 9.83 +0.07 ... 56.07 29.79 EPR Prop EPR 6.1 cc 49.21 –1.84 .25 10.00 9.60 FastAcqnII A FZT ... ... 9.77 –0.04 ...
58.11 38.52 CTO Realty CTO 7.0 3 57.10 +1.44 1.00 7.06 4.81 Citizens CIA ... cc 6.27 –0.24 ... 3.30 0.75 CrucibleAcqnWt CRU.WT ... ... .86 +0.02 ... 10.49 9.73 EQ Health EQHA.UT ... ... 10.04 –0.41 ... 1.67 0.71 FastAcqnII Wt FZT.WT ... ... 1.05 –0.06 ...
39.49 28.72 CTS CTS .4 dd 37.51 +0.17 .04 19.33 8.30 CityOfficeREIT CIO 3.3 18 18.02 –0.74 .15 32.34 18.58 CryoLife CRY ... cc 18.95 –1.29 ... 9.99 9.57 EQ Health A EQHA ... 8 9.74 –0.03 ... 49.62 31.73 FB Financial FBK 1.0 12 46.11 –0.39 .11
183.90 39.33 C3.ai AI ... dd 39.91 –7.36 ... 25.28 13.09 Civeo CVEO ... dd 20.95 –0.68 ... 56.64 31.44 CubeSmart CUBE 3.1 50 54.82 +0.22 .43 1.00 0.43 EQ Health Wt EQHA.WT ... ... .57 –0.03 ... 17.75 10.18 F45Training FXLV ... ... 10.90 –2.08 ...

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
50.40 28.25 Figs FIGS ... dd 31.95 –3.01 ... 11.40 9.93 GOAcquisitionUn GOAC.UT ... ... 10.11 +0.01 ... 143.20 111.09 HanoverIns THG 2.2 11 126.02 –1.08 .70
123.66 87.27 FMC FMC 1.8 23 104.05 –2.04 .48 2.11 0.65 GoAcqnWt GOAC.WT ... ... .86 +0.03 ... 52.06 31.20 HarleyDavidson HOG 1.6 11 37.39 –1.00 .15
13.83 8.64 FNB FNB 3.9 11 12.30 –0.30 .12 11.43 5.43 GOL Linhas GOL ... dd 5.97 –0.43 ... 5.76 3.00 HarmonyGold HMY 1.9 8 4.03 –0.04 .0184 Held Breadth: Cumulative breadth on the NYSE took a breather, as the
15.28 7.71 FreyrBattery FREY ... dd 12.71 +1.74 ... 10.20 9.79 GSquaredII GSQB.UT ... ... 10.12 +0.11 ... 23.73 13.29 Harsco HSC ... 79 14.39 –0.68 ...
4.92 0.73 FreyrBatteryWt FREY.WT ... ... 4.00 +0.29 ... 9.95 9.64 GSquaredIIA GSQB ... ... 9.81 +0.01 ... 78.17 43.93 HartfordFinl HIG 2.2 12 69.68 –2.07 .385 S&P 500 squeezed out a 0.3% weekly gain. Laggards outnumbered
23.45 16.10 FS KKR Cap FSK 11.7 2 21.11 –0.78 .62 0.92 0.54 GSquaredIIWt GSQB.WT ... ... .81 +0.01 ... 52.84 24.54 HavertyFurn HVT 3.2 6 31.38 –2.75 2.00
153.85 102.90 FTI Consulting FCN ... 21 152.14 +5.63 ... 11.32 9.71 G Squared I GSQD.UT ... ... 10.14 +0.01 ... 51.91 25.54 HavertyFurn A HVT.A 3.0 6 30.73 –4.33 1.90 gainers on the NYSE by 5-to-2.
122.53 67.74 Fabrinet FN ... 27 115.59 –5.66 ... 10.02 9.07 GSquaredI A GSQD ... ... 9.93 ... ... 45.97 32.96 HawaiianElec HE 3.4 18 39.55 –0.41 .34 BREADTH DJIA
467.30 294.21 FactSet FDS .7 45 461.20 +4.53 .82 1.40 0.79 GSquaredI Wt GSQD.WT ... ... 1.30 +0.08 ... 10.00 9.85 HawksAcqn HWKZ.UT ... ... 9.90 –0.02 ...
553.97 352.73 FairIsaac FICO ... 27 357.51 –18.16 ... 105.92 48.38 GXO Logistics GXO ... 92 101.04 +2.48 ... 28.65 15.61 Hayward HAYW ... cc 27.24 +1.75 ... 609000 36500
14.32 4.62 FangHoldings SFUN ... dd 5.28 –0.24 ... 168.50 112.92 Gallagher AJG 1.2 35 163.41 –2.32 .48 33.77 28.00 HealthcareRealty HR 3.7 cc 32.61 +0.47 .3025
12.31 9.96 FarPeakAcqn FPAC.UT ... ... 11.47 –0.23 ... 483.00 12.14 GameStop GME ... dd 228.80 +26.70 ... 34.75 25.31 HealthcareAmer HTA 3.8 70 34.40 +0.15 .325
11.30 9.66 FarPeakAcqnA FPAC ... ... 10.65 –0.11 ... 7.05 2.25 Gannett GCI ... dd 5.15 –0.22 ... 37.69 28.15 HealthpeakProp PEAK 3.5 30 34.21 +0.40 .30
3.62 0.76 FarPeakAcqnWt FPAC.WT ... ... 2.99 +0.06 ... 149.05 2.25 GaotuTechedu GOTU ... dd 3.04 –0.09 ... 9.44 4.65 HeclaMining HL .2 cc 6.03 –0.39 .0112 589800 35000
73.87 34.29 Farfetch FTCH ... dd 39.26 –7.11 ... 37.63 19.10 Gap GPS 2.0 12 24.07 –0.75 .12 151.60 115.57 Heico HEI .1 71 145.46 –0.19 .09
14.85 7.91 FarmlandPtrs FPI 1.6 dd 12.40 –0.17 .05 369.00 149.74 Gartner IT ... 42 334.55 +2.51 ... 139.65 104.11 Heico A HEI.A .1 67 135.95 +0.51 .09
122.75 33.87 Fastly FSLY ... dd 43.92 –6.69 ... 5.94 2.46 GasLogPartners GLOP .8 4 4.93 –0.46 .01 114.89 46.99 HeliosTech HLIO .3 41 109.65 +2.19 .09 s
124.37 57.01 FedAgriMtg A AGM.A 3.1 12 114.01 –10.36 .88 18.94 12.34 GatesIndustrial GTES ... 19 16.26 –0.93 ... 6.76 3.19 HelixEnergy HLX ... dd 3.26 –0.54 ... 570600 33500
s
137.01 66.80 FedAgriMtg C AGM 2.8 13 126.52 –5.27 .88 24.00 5.95 GatosSilver GATO ... dd 14.11 +0.13 ... 36.26 19.72 Helm&Payne HP 4.1 dd 24.68 –8.53 .25 DJIA
135.56 81.85 FederalRealty FRT 3.3 43 128.94 +1.08 1.07 22.00 6.90 GencoShipping GNK 4.3 25 14.02 –1.44 .15 59.00 39.91 Herbalife HLF ... 9 40.44 –1.56 ... BREADTH 603,257
48.88 30.27 FederalSignal FSS .8 26 45.42 –2.65 .09 524.31 202.56 Generac GNRC ... 53 434.25 –12.62 ... 203.14 55.51 HercHoldings HRI 1.1 30 187.27 –8.72 .50 551400 32000
36.26 26.10 FederatedHermes FHI 3.1 12 34.65 –1.10 .27 210.21 144.50 GeneralDynamics GD 2.4 17 196.31 –4.66 1.19 18.20 12.83 HerculesCapital HTGC 7.9 6 16.71 –0.49 .07
319.90 216.34 FedEx FDX 1.2 16 242.69 –11.19 .75 116.17 76.74 GeneralElec GE .3 23 99.96 –7.63 .08 12.20 5.47 HeritageInsurance HRTG 3.7 dd 6.51 –0.09 .06
164.21 107.71 Ferguson FERG 1.5 19 161.48 +2.00 1.665 64.65 53.96 GeneralMills GIS 3.3 16 62.04 –1.20 .51 13.05 7.08 HershaHospitality HT ... dd 10.29 –0.87 ...
271.90 183.82 Ferrari RACE .4 48 271.31 +12.74 1.0386 65.18 40.04 GeneralMotors GM ... 8 61.80 –1.60 ... 182.71 143.58 Hershey HSY 2.0 26 179.33 +1.64 .901 532200 30500
22.00 13.50 Ferro FOE ... 28 21.38 +0.03 ... 73.72 26.81 Genesco GCO ... 9 69.00 –2.19 ... 92.79 46.06 Hess HES 1.3 cc 76.07 –6.11 .25
52.50 35.33 FidNatlFin FNF 3.4 6 52.22 +1.15 .44 13.48 5.73 GenesisEnergy GEL 5.0 dd 12.03 –1.00 .15 30.35 17.58 HessMidstream HESM 8.5 15 23.88 –1.26 .5104
155.96 104.29 FidNatlInfo FIS 1.4 cc 109.94 –6.92 .39 8.98 4.74 GenieEnergy GNE .0 dd 4.74 –0.54 .085 16.74 10.34 HewlettPackard HPE 3.3 19 14.39 –0.25 .12
1.80 0.85 FigureAcqnI Wt FACA.WT ... ... 1.21 –0.12 ... 25.18 10.20 GeniusSports GENI ... dd 13.76 –2.17 ... 64.99 42.91 Hexcel HXL ... dd 59.28 –2.92 ... 513000 29000
11.95 9.61 FigureAcqnI FACA.UT ... ... 10.16 –0.08 ... 12.53 1.55 GeniusSportsWt GENI.WT ... ... 4.42 –1.28 ... 10.97 9.61 HighlandTransI HTPA ... ... 9.95 ... ... D J F M A M J J A S O N
10.55 9.63 FigureAcqnI A FACA ... ... 9.94 +0.04 ... 52.75 38.28 Genpact G .8 26 50.79 –0.17 .1075 2.90 0.65 HighlandTranIWt HTPA.WT ... ... 2.08 –0.02 ...
11.67 4.44 FinanceofAm FOA ... dd 5.20 –0.59 ... 138.23 93.62 GenuineParts GPC 2.4 24 135.24 –0.68 .815 48.98 36.60 HighwoodsProp HIW 4.4 18 45.51 –1.74 .50
2.31 0.42 FinanceofAmWt FOA.WT ... ... .69 –0.01 ... 4.76 2.56 GenworthFin GNW ... 2 4.03 –0.31 ... 3.38 1.51 HillIntl HIL ... dd 2.11 –0.11 ...
10.15 9.76 FinTechEvol FTEV.UT ... ... 9.96 –0.01 ... 18.50 8.73 GeoPark GPRK 1.3 dd 12.25 –1.29 .041 156.22 93.34 Hill-Rom HRC .6 42 155.54 +0.48 .24 52-Week Tick Div 52-Week Tick Div
10.25 9.60 FinTechEvolA FTEV ... ... 9.75 ... ... 7.27 3.96 Gerdau GGB .6 3 4.38 –0.25 .2577 52.84 35.52 Hillenbrand HI 1.8 20 48.98 –0.53 .215 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
1.43 0.55 FinTechEvolWt FTEV.WT ... ... .70 –0.01 ... 34.21 25.94 GettyRealty GTY 5.2 18 31.63 –0.66 .41 39.60 23.55 Hilltop HTH 1.3 7 36.42 –0.66 .12
10.61 2.01 FinVolution FINV 2.4 5 6.20 –0.55 .17 9.95 9.80 GigCapital5 GIA ... ... 9.92 +0.02 ... 56.33 26.57 HiltonGrandVac HGV ... dd 53.31 +2.16 ... 29.59 18.52 Instructure INST ... dd 25.87 –0.59 ... 11.24 5.90 KoreGroup KORE ... dd 7.43 –0.35 ...
78.23 47.75 FirstAmerFin FAF 2.6 7 77.60 +1.73 .51 10.55 10.13 GigCapital5 GIA.UT ... ... 10.46 –0.03 ... 154.40 98.57 Hilton HLT ... cc 144.37 +0.90 ... 101.61 69.49 IntegerHoldings ITGR ... 34 89.73 +1.56 ... 3.00 0.65 KoreGroupWt KORE.WT ... ... 1.30 –0.02 ...
14.91 7.84 FirstBanCorp FBP 2.8 12 14.31 –0.03 .10 0.75 0.40 GigCapital5Wt GIA.WT ... ... .58 +0.01 ... 25.40 6.71 Hims&HersHealth HIMS ... dd 7.31 –0.09 ... 10.11 9.95 IntegratedRail IRRX.UT ... ... 10.08 +0.07 ... 15.35 10.41 KT KT 3.9 8 12.96 –0.37 .4986
16.06 9.64 FirstCmwlthFin FCF 2.9 12 15.81 +0.05 .115 43.63 24.81 Gildan GIL 1.5 17 41.95 –0.40 .154 15.05 3.60 Hippo HIPO ... ... 3.88 –0.25 ... 54.58 30.52 IntelligentSys INS ... 49 46.62 +2.45 ... 238.15 126.29 Kadant KAI .4 36 234.77 +6.25 .25
9.90 2.46 First HS Educ FHS ... ... 2.48 –0.31 ... 15.86 8.90 GinkgoBioworks DNA ... ... 13.45 +0.55 ... 4.82 0.50 HippoWt HIPO.WT ... ... .66 –0.06 ... 139.79 100.89 ICE ICE 1.0 25 133.30 –1.99 .33 20.76 7.02 Kaleyra KLR ... dd 12.30 –1.29 ...
19.45 11.88 FirstHorizon FHN 3.6 10 16.78 –0.39 .15 4.50 1.58 GinkgoBioworksWt DNA.WT ... ... 3.41 –0.21 ... 18.99 16.82 HireRight HRT ... dd 17.35 –0.49 ... 75.20 59.55 InterContinentl IHG ... dd 66.77 –1.61 ... 8.50 1.03 KaleyraWt KLR.WT ... ... 3.03 –0.56 ...
61.65 40.08 FirstIndRlty FR 1.8 33 61.20 +0.69 .27 19.48 13.34 Glatfelter GLT 3.2 29 17.35 –0.60 .14 18.17 4.17 HoeghLNG Ptrs HMLP .9 3 4.65 –0.01 .01 35.96 17.67 IntercorpFinSvcs IFS 3.2 6 24.29 –0.65 .77 59.80 33.93 Kaman KAMN 2.1 cc 37.99 –2.42 .20
10.56 9.90 FirstLightAcqn FLAG.UT ... ... 10.10 +0.03 ... 99.00 42.69 Glaukos GKOS ... dd 48.11 –2.59 ... 13.64 9.24 Holley HLLY ... dd 13.15 –0.10 ... 145.99 111.46 IBM IBM 5.7 22 116.05 –2.91 1.64 315.39 185.32 KSCitySouthern KSU .7 cc 304.49 –6.46 .54
10.28 9.73 FirstLightAcqnA FLAG ... ... 9.84 +0.04 ... 43.61 33.53 GSK GSK 4.8 18 41.59 –1.77 .5234 4.00 0.71 HolleyWt HLLY.WT ... ... 3.83 –0.02 ... 157.08 103.94 IntlFlavors IFF 2.1 cc 150.03 –2.55 .79 68.60 56.61 Kellogg K 3.7 17 61.93 –1.29 .58
0.75 0.53 FirstLightWt FLAG.WT ... ... .59 +0.02 ... 15.90 5.74 GlobalBlue GB ... dd 8.99 –0.26 ... 23.69 12.70 HollyEnergy HEP 8.2 8 17.15 –0.22 .35 32.95 11.87 IntlGameTech IGT 2.9 26 27.57 –2.79 .20 83.98 57.90 Kemper KMPR 2.1 50 58.02 –3.32 .31
24.01 9.62 FirstMajestic AG .2 86 12.88 –0.97 .0049 2.55 0.44 GlobalBlueWt GB.WT ... ... .92 –0.14 ... 42.39 21.91 HollyFrontier HFC .0 11 31.19 –3.38 .35 61.80 44.01 IntlPaper IP 3.9 10 47.58 –1.70 .5125 43.04 32.50 Kennametal KMT 2.1 29 38.78 –0.66 .20
222.86 128.60 FirstRepBank FRC .4 30 218.75 –0.41 .22 6.31 3.46 GlobalCordBlood CO ... 6 4.06 –0.19 ... 410.10 246.59 HomeDepot HD 1.6 29 408.69 +36.06 1.65 22.39 14.33 IntlSeaways INSW 1.5 dd 15.59 –2.55 .06 24.02 15.93 KennedyWilson KW 4.1 7 23.28 –0.44 .24
39.94 26.17 FirstEnergy FE 4.0 21 38.53 –0.47 .39 45.97 29.94 GlobalIndl GIC 1.5 22 43.61 –1.09 .16 33.42 26.33 HondaMotor HMC 3.5 6 28.98 –0.12 .4854 10.18 9.70 InterPrivateII IPVA.UT ... ... 10.00 +0.05 ... 45.00 24.37 KenonHoldings KEN ... 4 44.76 +3.85 ...
14.00 9.95 FirstMarkHorizon FMAC.UT ... ... 10.37 +0.06 ... 17.40 12.40 GlobalMedREIT GMRE 5.0 cc 16.47 –0.23 .205 44.74 36.59 HoraceMannEdu HMN 3.2 11 38.32 –2.67 .31 10.71 9.65 InterPrivateII A IPVA ... ... 9.78 –0.03 ... 1.12 0.55 KensingtonV Wt KCGI.WT ... ... .99 +0.09 ...
14.44 9.70 FirstMarkHorizonA FMAC ... dd 9.89 +0.01 ... 20.11 14.87 GlobalNetLease GNL 10.7 dd 14.95 –0.72 .40 13.19 9.96 HorizonAcqnII HZON.UT ... ... 10.20 –0.04 ... 1.59 0.85 InterPrivateII Wt IPVA.WT ... ... .90 –0.07 ... 10.97 9.95 KensingtonCapAcqnV KCGI.UT ... ... 10.63 +0.13 ...
4.50 1.05 FirstMarkHorizonWt FMAC.WT ... ... 1.50 +0.20 ... 27.50 16.33 GlobalPtnrs GLP 9.7 25 23.52 +0.73 .575 12.16 9.68 HorizonII A HZON ... cc 9.84 +0.01 ... 10.26 9.75 InterPrivateIII IPVF.UT ... ... 10.26 +0.11 ... 10.38 9.71 KensingtonCapV A KCGI ... ... 9.90 +0.06 ...
122.56
31.96 9.61 Fisker FSR ... dd 21.28 +0.12 ... 220.81 GlobalPayments GPN .8 40 125.93 –5.71 .25 3.27 0.82 HorizonII Wt HZON.WT ... ... 1.17 ... ... 10.00 9.65 InterPrivateII A IPVF ... ... 9.93 ... ... 24.57 15.18 KeyCorp KEY 3.2 9 23.37 –0.72 .185
8.93 5.15 FivePoint FPH ... dd 6.45 –0.39 ... 26.51 8.50 GlobalShipLease GSL 4.4 ... 22.70 –3.33 .25 11.78 6.69 HorizonGlobal HZN ... dd 7.15 –0.25 ... 1.88 0.74 InterPrivateIII Wt IPVF.WT ... ... 1.60 +0.36 ... 196.18 115.71 KeysightTechs KEYS ... 44 194.63 +8.01 ...
336.00 152.27 FiverrIntl FVRR ... dd 162.21 –30.24 ... 354.62 173.34 Globant GLOB ... cc 306.41 –16.97 ... 50.86 40.48 HormelFoods HRL 2.3 27 42.63 –0.79 .245 39.35 21.30 Interpublic IPG 3.1 19 34.35 –1.99 .27 74.05 54.26 KilroyRealty KRC 3.0 12 69.62 –1.72 .52
56.77 33.51 Flagstar FBC .5 4 47.43 –1.00 .06 108.22 86.21 GlobeLife GL .9 13 92.45 –1.97 .1975 106.89 64.32 DR Horton DHI .9 9 102.17 +4.38 .225 52.91 11.54 IntrepidPotash IPI ... 22 41.06 –3.21 ... 15.82 7.07 KimbellRoyalty KRP 8.4 dd 13.55 –0.36 .37
10.36 9.63 FlameAcqn FLME.UT ... ... 10.11 +0.04 ... 84.23 56.76 GlobusMedical GMED ... 37 67.63 –6.16 ... 119.89 61.54 HoulihanLokey HLI 1.5 19 116.11 –1.99 .43 10.94 3.61 Invacare IVC ... dd 3.62 –0.62 ... 143.37 125.27 KimberlyClark KMB 3.4 23 134.44 +0.53 1.14
10.02 9.57 FlameAcqnA FLME ... ... 9.78 +0.01 ... 93.75 66.46 GoDaddy GDDY ... 54 71.31 +0.36 ... 146.34 30.17 Hovnanian HOV ... 1 91.59 +3.19 ... 28.90 1.10 InvenTrust IVT ... cc 23.94 –0.35 ... 24.95 14.03 KimcoRealty KIM 2.8 12 23.87 +0.33 .17
1.58 0.46 FlameAcqnWt FLME.WT ... ... .72 +0.06 ... 10.15 10.05 GoGreenInvts GOGN.UT ... ... 10.11 –0.03 ... 113.20 71.08 HowardHughes HHC ... dd 91.27 –1.80 ... 4.60 2.96 InvescoMtg IVR 11.5 10 3.14 –0.06 .09 19.29 13.47 KinderMorgan KMI 6.7 21 16.16 –0.52 .27
295.36 224.78 FleetCorTech FLT ... 23 227.67 –13.85 ... 12.53 7.75 GoldFields GFI 2.7 10 10.84 +0.32 .1106 36.03 22.91 HowmetAerospace HWM .3 47 30.18 –1.79 .02 11.57 9.95 Investindustrial IIAC.UT ... ... 10.60 +0.10 ... 5.80 3.03 KingswayFin KFS ... dd 5.45 +0.01 ...
23.14 7.48 FlexLNG FLNG 13.7 13 21.94 +0.37 .75 10.68 9.56 GoldenFalconA GFX ... cc 9.82 +0.01 ... 23.36 12.79 HuanengPower HNP 5.8 dd 16.89 –0.92 1.1071 11.00 9.65 InvestindustrialA IIAC ... dd 10.07 +0.07 ... 10.35 9.77 KingswoodA KWAC ... dd 10.08 –0.04 ...
145.89 77.59 Floor&Decor FND ... 49 131.70 –0.17 ... 11.40 9.90 GoldenFalconAcqnUn GFX.UT ... ... 10.19 +0.01 ... 211.63 149.07 Hubbell HUBB 2.0 32 210.10 +1.93 1.05 2.56 0.79 InvestindustrialWt IIAC.WT ... ... 1.82 +0.15 ... 1.29 0.40 KingswoodWt KWAC.WT ... ... .59 –0.02 ...
2.74 0.80 FlotekIndustries FTK ... dd .83 –0.20 ... 2.45 0.57 GoldenFalconWt GFX.WT ... ... .79 –0.03 ... 866.00 347.78 HubSpot HUBS ... dd 822.34 –18.92 ... 61.59 18.80 Invitae NVTA ... dd 18.89 –3.07 ... 8.34 5.18 KinrossGold KGC 1.8 7 6.67 –0.27 .03
27.62 21.66 FlowersFoods FLO 3.1 25 26.80 +0.72 .21 20.65 17.00 GoldmanSachsBDC GSBD 9.6 6 18.71 –0.30 .45 9.60 5.22 HudbayMinerals HBM .2 dd 6.92 –0.45 .0079 42.48 27.44 InvitatHomes INVH 1.7 cc 40.91 +0.35 .17 70.60 47.20 Kirby KEX ... dd 54.73 –3.59 ...
44.39 31.77 Flowserve FLS 2.5 26 32.40 –1.63 .20 426.16 222.63 GoldmanSachs GS 2.1 6 387.39 –17.52 2.00 30.35 22.75 HudsonPacProp HPP 3.7 dd 26.81 –0.01 .25 35.90 7.07 IonQ IONQ ... dd 28.01 +7.86 ... 46.98 31.72 KirklandLakeGold KL 1.8 13 42.77 –2.02 .1875
25.08 14.41 Fluor FLR ... dd 22.38 +0.05 ... 47.12 30.35 Gorman-Rupp GRC 1.5 39 45.34 –0.57 .17 475.44 370.22 Humana HUM .6 21 434.87 –10.55 .70 23.89 1.80 IonQWt IONQ.WT ... ... 16.49 +7.55 ... 23.14 14.30 KiteRealty KRG 3.3 cc 21.86 –0.16 .19
89.59 67.74 FomentoEconMex FMX 1.9 57 74.30 –5.96 .5677 80.48 64.34 Graco GGG 1.0 31 77.31 –1.26 .1875 10.15 10.07 HuntCosAcqnI HTAQ.UT ... ... 10.15 +0.03 ... 49.58 25.48 IronMountain IRM 5.3 21 46.61 –0.94 .6185 60.60 39.17 Knight-Swift KNX .7 15 57.00 –3.27 .10
66.71 36.94 FootLocker FL 2.4 5 50.68 –4.26 .30 10.00 9.63 GrafAcqnIV GFOR ... ... 9.70 +0.02 ... 224.13 156.36 HuntingIngalls HII 2.6 11 184.78 –7.24 1.18 47.50 9.37 IronNet IRNT ... dd 10.52 +0.07 ... 20.34 13.72 KnotOffshore KNOP 12.2 ... 16.98 –1.57 .52
...
20.51 8.43 FordMotor F 2.1 27 19.39 –0.11 .10 1.99 0.75 GrafAcqnIVWt GFOR.WT ... ... 1.18 +0.16 ... 34.47 24.10 Huntsman HUN 2.3 9 32.22 –1.57 .1875 11.90 0.90 IronNetWt IRNT.WT ... 3.19 –0.33 ... 22.28 16.70 Knowles KN ... 24 22.05 +0.42 ...
10.59 9.76 ForestRoad II FRXB.UT ... ... 9.90 –0.02 ... 14.17 7.31 GrafTechIntl EAF .3 9 12.48 –0.26 .01 94.92 65.44 HyattHotels H ... dd 84.62 –0.08 ... 13.19 7.80 ironSource IS ... cc 9.59 –1.46 ... 64.80 28.40 Kohl's KSS 1.8 12 57.01 –0.33 .25
10.16 9.60 ForestRoadII A FRXB ... ... 9.75 –0.04 ... 17.44 11.71 Graham GHM 3.4 dd 13.03 –0.13 .11 27.30 6.75 Hyliion HYLN ... dd 6.92 –0.86 ... 10.30 9.55 IsosAcqnA ISOS ... ... 10.07 +0.07 ... 61.23 41.24 KoninklijkePhil PHG 2.1 28 41.29 –6.33 1.0331
1.71 0.75 ForestRoadAcqnIIWt FRXB.WT ... ... .89 –0.03 ... 685.00 445.00 GrahamHoldings GHC 1.0 6 595.79 +1.79 1.51 102.17 40.30 HysterYaleMatls HY 3.1 dd 41.20 –2.49 .3225 1.90 0.56 IsosAcqnWt ISOS.WT ... ... 1.65 –0.05 ... 69.16 35.48 KontoorBrands KTB 3.1 18 60.12 +0.60 .46
26.55 18.41 Forestar FOR ... 9 20.84 –1.11 ... 494.22 356.23 Grainger GWW 1.3 27 482.62 –7.21 1.62 27.75 13.93 iStar STAR 2.1 25 24.25 –1.21 .125 39.44 25.46 Koppers KOP ... 9 32.31 –2.29 ...
2.91
48.88
47.02
27.10
38.49
ForgeRock
Fortis
FORG
FTS
...
3.8
dd
21
27.49
44.52
–3.79
–0.23
...
.4248
44.31
15.92
23.85
8.70
GraniteConstr
GranitePointMtg
GVA
GPMT
1.2
7.7
71
9
42.56
12.29
+0.27
–1.30
.13
.25 I 6.11
5.57 3.55
ItauCorpBanca
ItauUnibanco
ITCB
ITUB
...
3.4
dd
7
3.02
3.93
–0.45
–0.26
...
.0029
12.98
84.68
9.26
37.86
KoreaElcPwr
KornFerry
KEP
KFY
4.7
.6
12
20
9.27
82.08
–0.56
+0.81
1.1139
.12
79.58 64.58 Fortive FTV .4 18 79.13 +0.88 .07 81.67 55.47 GraniteREIT GRP.UT 3.0 6 79.14 +0.21 .1993 12.73 10.03 IvanhoeCap IVAN.UT ... ... 11.76 +0.14 ... 4.24 1.51 KosmosEnergy KOS ... dd 3.39 –0.23 ...
11.08 9.75 FortressCap FCAX.UT ... ... 9.97 –0.03 ... 21.56 15.32 GraphicPkg GPK 1.5 26 20.59 –0.07 .075 66.85 50.16 IAA IAA ... 24 50.63 –2.76 ... 11.47 9.50 IvanhoeCapA IVAN ... dd 10.58 +0.04 ... 46.25 24.26 Kraton KRA ... 15 45.76 –0.12 ...
10.10 9.50 FortressCapA FCAX ... 86 9.80 –0.01 ... 25.24 16.30 GrayTelevision GTN 1.5 9 21.84 –1.08 .08 22.14 12.70 ICICI Bank IBN .2 25 20.47 –0.19 .0547 4.00 0.86 IvanhoeCapWt IVAN.WT ... ... 3.40 +0.14 ... 47.99 30.35 Kroger KR 2.1 27 40.89 –1.54 .21
2.22 0.72 FortressCapWt FCAX.WT ... ... .90 –0.06 ... 23.75 14.85 GrayTelevision A GTN.A 1.5 8 20.75 –0.76 .08 9.59 4.10 ICL Group ICL 1.6 22 9.47 +0.73 .0837 18.41 12.06 KronosWorldwide KRO 5.2 18 13.92 –0.87 .18
34.79
11.76
19.47
9.80
FortressTransport
FortressValueIII
FTAI
FVT.UT
5.3
...
dd
...
24.98
10.00
–0.49
+0.04
.33
...
14.74
36.62
9.62
16.10
GreatAjax
GreatWesternBncp
AJX
GWB
7.1
.6
10
10
13.55
36.06
–0.44
+0.10
.24
.05
110.21
67.30
85.30
9.34
IDACORP
IDT
IDA
IDT
2.8
...
22
17
108.60
62.43
+6.28
–3.97
.75
... J 15.06
40.00
4.00
17.61
KukeMusic
Kyndryl
KUKE
KD
...
...
dd
...
4.40
18.31
–0.11
–2.43
...
...
10.70 9.65 FortressVal III A FVT ... ... 9.79 +0.01 ... 61.85 38.95 GreenDot GDOT ... 67 39.94 –3.50 ... 18.48 15.00 IHS Holding IHS ... cc 15.01 –1.15 ...
132.35 83.26 IHS Markit INFO .6 83 129.15 +3.60 .20 10.54 9.92 JATT Acqn JATT.UT ... ... 10.10 ... ...
2.76
10.15
0.73
9.65
FortressVal III Wt
FortressValueIV
FVT.WT
FVIV.UT
...
...
...
...
1.17
9.94
+0.06
+0.06
...
...
50.21
20.09
32.08
11.04
Greenbrier
Greenhill
GBX
GHL
2.7
1.1
42
6
40.37
18.51
–1.92
+0.35
.27
.05 15.65 8.65 ING Groep ING 4.1 ... 14.45 –0.74 .5626 10.05
0.94
9.70
0.50
JattAcqnA
JattAcqnWt
JATT
JATT.WT
...
...
...
...
9.90
.59
...
...
...
...
L
10.23 9.50 FortressValueIV A FVIV ... 63 9.83 +0.07 ... 16.50 7.55 GreenTree GHG ... 18 9.01 +0.56 ... 4.83 2.26 INNOVATE VATE ... dd 4.28 –0.34 ...
29.71 15.63 Invesco IVZ 2.8 10 24.15 –2.01 .17 34.98 28.79 JBG SMITH Prop JBGS 3.0 dd 29.81 –0.39 .225 11.65 0.81 LAIX LAIX ... dd .87 –0.01 ...
1.75 0.78 FortressValueIV Wt FVIV.WT ... ... .98 –0.03 ... 72.00 44.16 Greif A GEF 2.7 12 68.83 –0.58 .46 31.47 22.70 JELD-WEN JELD ... 15 25.28 –1.36 ...
9.85 3.74 FortunaSilver FSM ... 10 3.83 –0.04 ... 71.30 45.18 Greif B GEF.B 4.0 8 68.60 –0.96 .69 10.14 9.64 IonAcqn3 IACC ... ... 9.80 +0.02 ... 11.30 9.96 L&F Acqn LNFA.UT ... ... 10.36 –0.01 ...
11.59 9.72 ION Acqn 2 IACB.UT ... ... 10.11 –0.04 ... 24.50 3.41 J.Jill JILL ... dd 17.73 –0.94 ... 10.70 9.58 L&F Acqn A LNFA ... cc 10.04 ... ...
114.01 79.46 FortBrandsHome FBHS 1.0 20 107.35 +0.85 .26 29.19 19.22 Griffon GFF 1.4 16 26.13 –2.59 .09 172.96 114.09 JPMorganChase JPM 2.5 10 160.92 –5.94 1.00
28.50 11.58 ForumEnergyTech FET ... dd 19.34 –0.95 ... 211.79 115.19 Group1Auto GPI .7 6 190.84 –16.22 .35 10.36 9.75 IonAcqn2 A IACB ... ... 9.98 –0.01 ... 2.00 0.51 L&F Acqn Wt LNFA.WT ... ... .77 –0.01 ...
1.92 0.85 IonAcqn2 Wt IACB.WT ... ... 1.69 +0.24 ... 65.79 37.17 Jabil JBL .5 14 62.13 –2.15 .08 157.86 122.99 LCI Inds LCII 2.3 16 156.91 +3.05 .90
30.42 25.57 FourCornersProp FCPT 4.5 26 28.24 –0.17 .3175 140.77 98.07 GpoAeroportuar PAC .0 29 126.21 –7.52 1.9241 36.74 22.29 JacksonFinl JXN 5.9 ... 33.97 +0.86 .50
2.64 0.53 FourSeasonsEduc FEDU ... dd 1.43 –0.02 ... 212.37 148.67 GpoAeroportSur ASR ... 43 197.19 –9.33 ... 5.35 0.98 IONGeophysical IO ... dd 1.64 –0.27 ... 12.31 6.76 LG Display LPL ... 6 9.35 +0.73 ...
272.25 165.52 IQVIA IQV ... 68 268.17 +13.49 ... 148.86 100.05 JacobsEngg J .6 43 146.42 +1.00 .21 10.70 1.58 LSB Inds LXU ... dd 9.76 +0.32 ...
163.79 105.62 Franco-Nevada FNV .8 40 144.11 –5.32 .30 7.03 5.04 GpoAvalAcc AVAL 4.8 7 5.33 –0.31 .0212 41.85 27.23 JamesHardie JHX .7 40 39.55 –1.98 .40
17.74 16.09 FrankBSPRealty FBRT ... ... 16.56 –0.57 ... 3.63 1.63 GpoSupervielle SUPV ... 8 1.90 –0.40 ... 5.17 3.48 IRSA IRS ... dd 4.22 –0.48 ... 44.73 31.60 LTC Properties LTC 6.7 22 34.24 +0.09 .19
2.76 0.14 IRSA Wt IRS.WT ... ... .25 +0.02 ... 48.55 26.40 JanusHenderson JHG 3.3 12 46.08 –1.57 .38 246.08 168.70 L3HarrisTech LHX 1.9 29 220.00 –0.30 1.02
50.92 21.24 FranklinCovey FC ... 50 47.90 –2.42 ... 15.06 7.15 GrupoTelevisa TV .8 17 10.01 –0.16 .0881 15.94 10.10 JanusInternational JBI ... dd 13.37 +0.12 ...
38.27 20.32 FranklinRscs BEN 3.2 10 34.68 –1.23 .28 31.12 15.58 Guess GES 2.0 9 22.00 –0.43 .1125 105.54 71.10 ITT ITT .8 45 104.05 +0.34 .22
... 46.74 31.92 La-Z-Boy LZB 1.8 13 35.96 –1.62 .165
3.95 2.16 IamGold IAG ... ... 3.16 –0.16 ... 10.97 9.90 JawsMustang JWSM.UT ... 10.13 +0.02 ... 309.60 195.39 LabCorp.ofAmerica LH ... 10 283.32 –13.91 ...
11.27 9.81 FreedomAcqnI FACT.UT ... ... 9.95 +0.03 ... 134.22 91.77 Guidewire GWRE ... dd 122.93 –2.28 ... 10.10 9.64 JawsMustangA JWSM ... ... 9.81 ... ...
10.30 9.60 FreedomI A FACT ... ... 9.80 +0.06 ... 18.00 12.55 GuildHldgs GHLD .0 3 14.95 –0.15 1.00 10.20 9.80 IberePharm IBER.UT ... ... 10.10 +0.12 ... 12.65 8.63 LadderCapital LADR 6.7 90 11.95 –0.27 .20
9.95 9.60 IberePharmA IBER ... ... 9.74 +0.02 ... 1.50 0.94 JawsMustangWt JWSM.WT ... ... 1.20 –0.02 ... 86.41 54.18 LambWeston LW 1.7 32 56.37 –0.14 .235
1.55 0.63 FreedomI Wt FACT.WT ... ... .77 –0.04 ... 88.86 58.71 GulfportEnergy GPOR ... dd 77.26 –2.24 ... 44.47 22.70 JefferiesFin JEF 2.5 7 39.59 –3.45 .25
46.10 21.17 FreeportMcM FCX .8 15 38.28 –2.95 .075 1.00 0.50 IberePharmWt IBER.WT ... ... .60 +0.03 ...
5.39 1.18 JianpuTech JT ... ... 1.19 –0.36 ... 10.70 1.73 Lannett LCI ... dd 1.82 –0.25 ...
10.20 10.07 IconicSports ICNC.UT ... ... 10.15 +0.05 ... dd
H
43.33 31.27 FreseniusMed FMS ... 17 31.30 –1.83 ... 85.32 28.39 JinkoSolar JKS ... dd 63.69 +2.12 ... 99.26 10.59 LaredoPetrol LPI ... 60.99 –10.08 ...
36.57 22.92 FreshDelMonte FDP 1.9 14 26.90 –2.08 .15 238.56 185.23 IDEX IEX .9 41 234.42 –0.63 .54 17.00 7.83 JobyAviation JOBY ... 18 8.49 –0.61 ... 66.77 35.59 LasVegasSands LVS ... dd 38.26 –1.44 ...
9.86 5.73 Frontline FRO ... 29 7.25 –1.16 ... 31.58 4.25 iHuman IH ... dd 5.05 +0.53 ... 5.89 1.30 JobyAviationWt JOBY.WT ... ... 2.21 –0.04 ... 53.00 36.16 Lazard LAZ 4.1 11 46.26 –1.58 .47
62.29 14.64 fuboTV FUBO ... dd 21.42 –3.12 ... 263.92 147.01 HCA Healthcare HCA .8 12 239.06 –6.21 .48 243.74 192.89 IllinoisToolWks ITW 2.0 28 241.94 +3.35 1.22 173.63 103.40 JohnBeanTech JBT .2 48 173.61 +8.57 .10 204.91 137.65 Lear LEA 1.0 19 177.45 –6.07 .77
22.80 7.95 FullTruck YMM ... dd 14.02 –2.19 ... 139.80 50.42 HCI Group HCI 1.3 cc 123.52 –8.77 .40 25.05 13.60 Imax IMAX ... dd 18.30 –2.02 ... 179.92 142.86 J&J JNJ 2.6 24 162.89 –2.12 1.06 10.25 9.69 LearnCW LCW.UT ... ... 10.00 +0.10 ...
80.13 49.80 FullerHB FUL .9 27 76.48 –1.80 .1675 84.70 65.85 HDFC Bank HDB ... 29 71.98 +0.23 ... 7.97 2.52 IndependenceContr ICD ... dd 3.02 –0.61 ... 81.15 44.91 JohnsonControls JCI 1.3 36 80.85 +2.65 .27 59.16 39.90 Leggett&Platt LEG 4.0 14 41.99 –2.56 .42
10.19 9.72 FusionAcqnII FSNB.UT ... ... 9.94 –0.02 ... 11.51 9.75 HH&L Acqn HHLA.UT ... ... 9.97 –0.05 ... 57.43 36.99 Independence IHC .8 37 56.50 –0.14 .22 273.19 130.88 JonesLang JLL ... 17 260.16 –4.24 ... 113.75 87.97 Leidos LDOS 1.6 17 92.04 –1.53 .36
9.85 9.60 FusionAcqnIIA FSNB ... ... 9.73 ... ... 10.00 9.60 HH&L Acqn HHLA ... ... 9.73 ... ... 25.83 12.76 IndepRealty IRT 1.9 88 25.36 +0.24 .12 69.89 13.33 JumiaTech JMIA ... dd 14.09 –4.72 ... 3.97 1.01 LejuHoldings LEJU ... ... 1.05 –0.29 ...
1.09 0.55 FusionAcqnIIWt FSNB.WT ... ... .70 +0.02 ... 1.14 0.45 HH&L Acqn Wt HHLA.WT ... ... .53 –0.07 ... 10.25 10.08 IndlHumanCap AXH.UT ... ... 10.24 ... ... 10.28 10.08 JuniperII JUN.UT ... ... 10.14 –0.14 ... 188.30 52.82 Lemonade LMND ... dd 52.82 –11.14 ...
17.86 7.04 FutureFuel FF 2.9 38 8.23 –0.68 .06 11.20 9.86 HIG Acqn HIGA.UT ... ... 10.05 –0.02 ... 48.47 38.30 IndustrsBachoco IBA 2.0 8 40.80 –0.78 .4249 32.58 21.40 JuniperNetworks JNPR 2.5 71 32.20 +0.17 .20 49.21 6.20 LendingClub LC ... dd 38.94 –4.88 ...
15.46 9.60 H.I.G.AcqnA HIGA ... 50 9.82 ... ... 10.10 10.00 InfiniteAcqnUn NFNT.UT ... ... 10.08 ... ... 4.97 0.95 JupaiHoldings JP ... 42 1.00 –0.13 ... 114.39 70.97 Lennar A LEN .9 8 111.43 +3.20 .25
2.04 0.59 H.I.G.AcqnWt HIGA.WT ... ... .79 –0.01 ... 10.06 10.00 InFinTAcqnUn IFIN.UT ... ... 10.05 ... ... 93.49 57.02 Lennar B LEN.B 1.1 7 91.42 +2.49 .25
G 46.93 32.22 HNI HNI 3.0 24 41.38 +0.38 .31 34.54 27.51 Informatica INFA ... dd 33.23 +0.89 ... 356.36 266.77 LennoxIntl LII 1.1 25 323.82 +4.15 .92
36.00 20.33 HP HPQ 2.5 10 31.45 –0.37 .25 24.28 14.84 Infosys INFY 1.0 35 23.59 –0.11 .2012 K 10.79 9.83 LeoHoldingsII LHC.UT ... ... 9.96 +0.06 ...
29.94 13.12 GAMCO Investors GBL .6 9 28.83 +1.24 .04 11.38 9.60 HPX A HPX ... dd 9.85 ... ... 62.06 40.64 IngersollRand IR .1 39 61.45 +3.00 .02 10.54 9.50 LeoHldgsII A LHC ... dd 9.79 +0.02 ...
106.31 78.67 GATX GATX 2.0 37 101.95 –2.61 .50 12.15 9.97 HPX Un HPX.UT ... ... 10.20 +0.01 ... 89.55 63.43 Ingevity NGVT ... 23 78.83 –4.35 ... 20.85 13.55 KAR Auction KAR ... dd 14.80 –0.22 ... 1.60 0.57 LeoHldgsII Wt LHC.WT ... ... .68 +0.03 ...
10.21 9.82 G&P Acqn GAPA.UT ... ... 10.10 –0.04 ... 2.10 0.53 HPX Wt HPX.WT ... ... .70 –0.05 ... 101.30 73.82 Ingredion INGR 2.7 40 96.89 –2.43 .65 53.67 36.26 KB Fin KB 3.9 5 47.32 –0.18 .6391 10.07 9.20 LeoHoldingsIII A LIII ... ... 9.45 –0.46 ...
10.00 9.66 G&P Acqn A GAPA ... ... 9.87 –0.05 ... 32.43 24.31 HSBC HSBC 3.7 10 29.10 +0.10 .35 288.02 146.81 InnovativeIndProp IIPR 2.2 65 275.28 –4.24 1.50 52.48 31.76 KB Home KBH 1.4 8 43.49 +0.84 .15 1.60 0.62 LeoHoldingsIIIWt LIII.WT ... ... 1.55 +0.03 ...
1.00 0.47 G&P Acqn Wt GAPA.WT ... ... .64 +0.03 ... 36.33 7.52 HUYA HUYA ... 12 8.58 –1.55 ... 10.27 9.83 InsightAcqn INAQ.UT ... ... 10.03 +0.09 ... 46.16 26.72 KBR KBR 1.0 dd 46.00 +1.05 .11 10.48 9.56 LeoHldgsIII LIII.UT ... ... 9.56 –0.44 ...
27.78 20.76 GCPAppliedTechs GCP ... 84 23.44 +1.16 ... 142.11 49.26 Haemonetic HAE ... 93 56.17 –3.79 ... 10.00 9.71 InsightAcqnA INAQ ... ... 9.78 +0.01 ... 78.00 15.15 KE Holdings BEKE ... cc 23.81 +1.20 ... 30.84 18.32 LeviStrauss LEVI .9 25 27.63 +0.10 .08
11.00 4.96 GEO Group GEO .0 9 8.84 –0.72 .25 26.75 15.57 Halliburton HAL .8 50 22.04 –1.53 .045 0.66 0.51 InsightAcqnWt INAQ.WT ... ... .51 –0.01 ... 10.22 9.90 KKR Acqn I KAHC.UT ... ... 10.12 +0.09 ... 15.40 9.98 LexingtonRealty LXP 3.2 20 15.23 +0.44 .12
43.71 25.31 GFLEnvironmental GFL .1 dd 40.28 +0.53 .011 26.00 14.79 HamiltonBeach HBB 2.4 8 16.50 –0.62 .10 129.32 75.24 Insperity NSP 1.5 39 117.50 –2.55 .45 10.03 9.65 KKRAcqnI A KAHC ... ... 9.88 +0.11 ... 15.74 7.69 Li-Cycle LICY ... dd 13.84 +0.54 ...
97.17 62.52 GFL Env Un GFLU 3.2 ... 92.68 +1.38 .75 22.82 13.36 Hanesbrands HBI 3.5 dd 17.07 –0.55 .15 286.29 159.18 InspireMedical INSP ... dd 263.30 –15.81 ... 1.53 0.90 KKRAcqnI Wt KAHC.WT ... ... 1.12 +0.02 ... 4.67 0.85 Li-CycleWt LICY.WT ... ... 4.23 +0.10 ...
60.36 26.77 GMS GMS ... 18 58.43 –0.15 ... 26.69 17.59 Hanger HNGR ... 16 18.45 –2.07 ... 140.58 91.59 InstalledBldg IBP .9 35 137.41 +3.71 .30 83.90 37.49 KKR KKR .7 9 78.31 –0.47 .145 17.78 9.12 LibertyOilfield LBRT ... dd 9.33 –1.57 ...
10.79 9.51 GoAcqnA GOAC ... 63 9.85 +0.02 ... 72.42 44.69 HannonArmstrong HASI 2.2 59 62.68 –1.40 .35 45.66 22.09 InsteelInds IIIN .3 13 44.71 +1.37 2.00 23.42 17.10 KKR RealEstFin KREF 8.0 10 21.46 –0.16 .43 139.95 71.43 LifeStorage LSI 2.6 48 134.60 +3.04 .86

21.04 15.81 LifeTime LTH ... ... 20.43 +0.67 ... 336.99 170.18 Medifast MED 2.6 17 220.84 –6.36 1.42 88.30 60.80 NextEraEnergy NEP 3.0 32 87.47 +1.57 .685 89.50 64.81 PJT Partners PJT .2 18 81.48 –3.43 .05 29.53 16.79 PureStorage PSTG ... dd 27.69 –0.51 ...
5.69 1.03 LightInTheBox LITB ... 12 1.63 –0.13 ... 35.67 19.60 Mednax MD ... cc 25.82 –2.51 ... 5.84 2.64 NexTierOilfield NEX ... dd 3.62 –0.53 ... 35.49 23.71 PLDT PHI 3.6 15 33.44 –0.73 .844 9.17 0.44 Puxin NEW ... 7 .52 –0.06 ...
17.36 5.84 Lightng eMotors ZEV ... dd 8.15 –0.74 ... 135.89 109.57 Medtronic MDT 2.1 41 117.22 –2.09 .63 28.42 15.62 NielsenHoldings NLSN 1.1 30 20.96 –0.13 .06 11.70 9.97 PMV Consumer PMVC.UT ... ... 10.22 ... ... 10.18 10.08 PyrophyteAcqn PHYT.UT ... ... 10.14 +0.04 ...
5.00 1.02 LightningWt ZEV.WT ... ... 1.54 –0.13 ... 14.87 9.56 MemberCollect MCG ... ... 12.84 +1.66 ... 179.10 125.44 Nike NKE .6 46 174.88 +5.79 .275 10.60 9.63 PMV Consumer PMVC ... 48 9.84 –0.01 ... 12.13 6.10 PzenaInvtMgmt PZN 1.1 12 11.32 –0.02 .03
130.02 42.60 Lightspeed LSPD ... dd 58.15 –11.43 ... 91.40 68.38 Merck MRK 3.2 28 80.70 –3.30 .65 4.04 1.55 NineEnergy NINE ... dd 1.58 –0.31 ... 217.60 127.75 PNC Fin PNC 2.5 15 199.36 –4.25 1.25 148.56 73.51 Q2Holdings QTWO ... dd 89.03 +3.71 ...
275.87 141.16 EliLilly LLY 1.3 40 260.70 +1.05 .85 67.88 44.24 MercuryGeneral MCY 4.9 7 51.57 –1.21 .635 26.60 21.09 NiSource NI 3.5 23 25.22 +0.14 .22 50.11 46.93 PNM Resources PNM 2.6 22 49.45 +0.58 .3275 59.00 45.58 Qiagen QGEN ... 22 55.46 +1.64 ...
77.57 43.56 LincolnNational LNC 2.6 10 69.55 –4.16 .45 58.98 17.89 Meredith MDP ... 10 58.90 +0.45 ... 109.28 101.47 NiSourceUn NIMC .0 ... 107.17 –0.41 1.9375 92.19 53.17 POSCO PKX 4.1 9 58.19 –2.39 .3018 6.36 2.81 QuadGraphics QUAD ... dd 4.12 –0.20 ...
340.16 240.80 Linde LIN 1.3 49 332.19 –4.83 1.06 29.00 19.77 MeridianLink MLNK ... dd 23.00 –2.36 ... 52.77 29.41 NoahHoldings NOAH ... dd 45.22 –1.15 ... 182.97 132.10 PPG Ind PPG 1.5 27 160.84 –0.80 .59 301.99 223.19 QuakerHoughton KWR .7 29 247.68 –22.72 .415
179.27 111.05 Lindsay LNN .8 41 158.55 +0.40 .33 123.28 78.00 MeritageHomes MTH ... 7 118.71 +3.50 ... 29.06 20.34 Noble NE ... ... 25.55 –1.27 ... 30.81 26.15 PPL PPL 5.8 77 28.40 –0.20 .415 29.02 19.95 QuanexBldg NX 1.4 13 23.10 +0.19 .08
35.25 10.45 LionElectric LEV ... dd 11.25 –1.63 ... 33.56 20.50 Meritor MTOR ... 15 27.84 +0.61 ... 9.79 3.75 Nokia NOK ... dd 5.81 +0.13 ... 60.50 39.94 ProgHoldings PRG ... 13 47.52 –0.32 ... 124.69 66.63 QuantaServices PWR .2 32 121.06 +4.08 .06
13.98 2.23 LionElectricWt LEV.WT ... ... 3.75 –0.50 ... 7.74 3.86 MesaRoyalty MTR 5.0 20 5.76 –0.64 .0039 31.85 23.05 NomadFoods NOMD ... 17 23.99 –1.05 ... 51.83 23.08 PROS PRO ... dd 38.04 +2.29 ... 10.22 9.50 QuantumFin QFTA ... ... 9.91 +0.01 ...
21.42 9.01 LionsGate A LGF.A ... dd 16.35 –1.06 ... 39.61 20.22 MesabiTrust MSB 11.7 6 24.48 +0.45 1.42 11.00 5.56 NomadRoyalty NSR 2.0 36 7.71 –0.16 .0399 181.89 127.50 PSBusinessParks PSB 2.3 32 179.01 +1.72 1.05 11.11 9.76 QuantumFin QFTA.UT ... ... 10.57 ... ...
18.77 8.26 LionsGate B LGF.B ... dd 14.89 –1.08 ... 11.00 9.78 MetalsAcqn MTAL.UT ... ... 9.94 –0.05 ... 6.72 4.21 NomuraHoldings NMR 6.8 dd 4.25 –0.13 .0865 17.14 6.64 P10 PX ... 36 13.95 +0.50 ... 0.90 0.24 QuantumFinWt QFTA.WT ... ... .61 –0.08 ...
417.98 268.08 LithiaMotors LAD .5 9 291.39 –31.43 .35 10.00 9.65 MetalsAcqn MTAL ... ... 9.70 –0.02 ... 4.05 1.92 NordicAmTankers NAT 4.7 dd 1.93 –0.25 .01 125.42 75.10 PVH PVH .1 29 116.99 –3.29 .0375 132.73 19.12 QuantumScape QS ... dd 34.66 –4.15 ...
38.33 8.95 LithiumAmericas LAC ... dd 37.49 +3.10 ... 1.04 0.64 MetalsAcqnWt MTAL.WT ... ... .75 –0.21 ... 46.45 20.73 Nordstrom JWN ... dd 32.74 –0.85 ... 156.54 127.06 PackagingCpAm PKG 3.0 17 133.09 –2.00 1.00 3.82 1.17 Qudian QD ... 1 1.52 –0.21 ...
127.75 64.92 LiveNationEnt LYV ... dd 112.54 +0.22 ... 50.20 34.83 MethodeElec MEI 1.2 14 47.39 –0.32 .14 296.06 226.09 NorfolkSouthern NSC 1.5 24 273.72 –1.87 1.09 58.36 30.10 PagerDuty PD ... dd 39.00 –3.12 ... 160.56 113.36 QuestDiag DGX 1.7 9 148.44 –1.56 .62
10.00 9.55 LiveOakCrestA LOCC ... ... 9.68 ... ... 67.68 44.62 MetLife MET 3.1 10 61.15 –3.04 .48 17.79 8.96 NorthAmConstr NOA .9 15 14.86 –0.78 .0324 62.83 29.65 PagSeguroDig PAGS ... 45 29.72 –5.57 ... 17.93 5.09 QuotientTech QUOT ... dd 7.29 +0.09 ...
10.21 9.81 LiveOakCrestview LOCC.UT ... ... 10.11 +0.26 ... 104.92 30.47 MetropolitanBk MCB ... 16 99.41 –1.14 ... 10.76 2.80 NoEuroOil NRT 5.7 26 8.22 +0.55 .14 45.00 17.06 PalantirTech PLTR ... dd 21.41 –1.42 ...
1.58
10.53
0.62
9.83
LiveOakCrestWt
LiveOakMobility
LOCC.WT
LOKM.UT
...
...
...
...
1.55
10.00
...
...
...
...
1626.62
8.19
1033.40
4.30
MettlerToledo
MicroFocus
MTD
MFGP
...
3.8
49
dd
1552.07
5.33
+18.48
–0.03
...
.088
11.28
10.29
9.75
9.51
NorthernGenesisIII
NorthernGenIII
NGC.UT
NGC
...
...
...
...
9.96
9.87
...
+0.08
...
...
21.10
20.18
12.17
11.33
PampaEnergia
ParPacific
PAM
PARR
...
... dd
5 17.75
13.20
–0.79
–2.56
...
... R
9.87 9.56 LiveOakMobilityA LOKM ... ... 9.84 +0.08 ... 207.69 119.21 MidAmApt MAA 2.0 54 201.34 –3.70 1.025 1.69 0.76 NorthernGenIII Wt NGC.WT ... ... 1.24 +0.21 ... 90.35 52.23 ParTechnology PAR ... dd 62.72 –4.30 ...
1.75 0.82 LiveOakMobilWt LOKM.WT ... ... 1.36 +0.15 ... 47.57 32.95 MillerIndustries MLR 2.0 16 35.83 –0.76 .18 12.11 10.00 NorthernStarII NSTB.UT ... ... 10.19 –0.06 ... 10.48 9.94 ParabellumAcqn PRBM.UT ... ... 10.20 ... ... 10.10 9.95 RCF Acqn RCFA.UT ... ... 10.10 +0.02 ...
32.89 14.20 Livent LTHM ... dd 30.17 –1.13 ... 88.62 58.16 MineralsTechs MTX .3 16 72.34 –5.71 .05 11.62 9.38 NorthernStrII A NSTB ... ... 9.92 ... ... 10.05 9.75 ParabellumAcqn PRBM ... ... 9.82 +0.02 ... 32.04 23.18 RELX RELX 2.1 34 31.75 –0.04 .1966
87.38 38.50 LiveRamp RAMP ... dd 52.69 –2.72 ... 16.66 9.83 MirionTech MIR ... dd 11.50 +0.10 ... 3.35 1.05 NorthernStrII Wt NSTB.WT ... ... 1.51 –0.02 ... 0.65 0.42 ParabellumAcqnWt PRBM.WT ... ... .54 –0.01 ... 43.85 29.54 RE/MAX RMAX 3.0 52 30.67 –0.70 .23
2.83 1.72 LloydsBanking LYG 2.7 7 2.59 –0.01 .037 5.79 1.40 MirionTechWt MIR.WT ... ... 3.05 +0.05 ... 10.19 9.65 NorthernStrIII A NSTC ... ... 9.79 +0.01 ... 25.41 17.26 Paragon28 FNA ... ... 21.13 –1.96 ... 22.23 8.31 REV REVG 1.2 33 16.88 –0.92 .05
39.85 5.95 loanDepot LDI 4.8 1 6.63 –0.51 .08 10.00 9.60 MissionAdvA MACC ... 38 9.73 –0.01 ... 1.79 0.80 NorthernStrIII Wt NSTC.WT ... ... .98 +0.02 ... 11.65 8.35 ParamountGroup PGRE 3.1 dd 9.03 –0.39 .07 744.56 411.88 RH RH ... 37 644.89 +9.23 ...
396.99 319.81 LockheedMartin LMT 3.3 16 341.44 +2.38 2.80 0.98 0.50 MissionAdvWt MACC.WT ... ... .62 +0.01 ... 10.19 9.64 NorthernStrIV A NSTD ... ... 9.77 –0.01 ... 16.20 12.23 ParkAerospace PKE 2.8 43 14.07 –0.12 .10 117.84 95.53 RLI RLI .9 19 110.93 –0.71 2.00
59.39 41.74 Loews L .4 9 55.63 –1.41 .0625 24.49 16.52 MisterCarWash MCW ... ... 16.95 –0.81 ... 2.00 0.74 NorthernStrIV Wt NSTD.WT ... ... .95 –0.02 ... 24.67 14.88 ParkHotels PK ... dd 18.90 –0.59 ... 17.51 11.80 RLJ Lodging RLJ .3 dd 13.69 –0.60 .01
8.26 5.00 LomaNegra LOMA ... 5 6.40 –0.39 ... 12.57 4.70 MistrasGroup MG ... 67 8.87 –0.28 ... 10.46 9.70 NorthernStarIII NSTC.UT ... ... 9.88 +0.02 ... 334.98 247.41 ParkerHannifin PH 1.2 23 329.75 –4.25 1.03 35.00 3.70 RLX Tech RLX ... ... 4.50 –0.48 ...
10.58 9.76 LongviewII LGV.UT ... ... 10.21 +0.01 ... 6.30 4.24 MitsubishiUFJ MUFG 3.4 8 5.56 –0.13 .1115 10.20 9.70 NorthernStarIV NSTD.UT ... ... 9.92 –0.02 ... 45.01 30.86 Parsons PSN ... 68 35.48 –1.30 ... 7.43 3.00 RPC RES ... dd 4.00 –1.08 ...
10.25 9.71 LongviewII A LGV ... ... 9.95 ... ... 16.79 9.81 MiXTelematics MIXT 1.7 18 11.71 –1.07 .0647 408.03 282.88 NorthropGrum NOC 1.8 12 353.13 –6.52 1.57 11.06 3.78 PartyCity PRTY ... dd 6.23 –0.27 ... 99.30 76.43 RPM RPM 1.7 27 94.64 +0.98 .40
1.95 0.90 LongviewII Wt LGV.WT ... ... 1.40 ... ... 3.21 2.51 MizuhoFin MFG 4.2 6 2.53 –0.19 .0574 56.75 41.71 NorthwestNat NWN 4.2 17 45.61 –0.46 .4825 558.97 302.44 PaycomSoftware PAYC ... cc 470.52 –19.72 ... 14.99 6.95 RPTRealty RPT 3.5 18 13.66 –0.03 .12
76.35 33.58 LouisianaPacific LPX 1.0 5 70.01 +2.57 .18 10.07 8.09 MobileTeleSys MBT 7.6 8 8.50 –0.53 .2903 34.49 19.94 NorwegCruise NCLH ... dd 23.09 –2.54 ... 39.23 22.53 Paymentus PAY ... cc 30.64 +1.14 ... 9.40 1.28 RR Donnelley RRD ... 11 9.25 +0.13 ...
255.22 148.89 Lowe's LOW 1.3 26 249.52 +13.20 .80 48.20 30.01 ModelN MODN ... dd 30.03 –3.48 ... 21.90 4.20 NouveauMonde NMG ... dd 8.98 +0.01 ... 19.57 3.86 Paysafe PSFE ... dd 3.90 –0.60 ... 5.91 2.21 RYBEducation RYB ... 11 2.41 –0.11 ...
5.13 2.60 Luby's LUB .0 dd 2.89 –0.02 2.00 18.54 10.25 ModineMfg MOD ... dd 11.86 +0.49 ... 98.52 81.01 Novartis NVS ... 19 81.66 –0.83 ... 6.15 0.79 PaysafeWt PSFE.WT ... ... .81 –0.26 ... 25.31 18.40 RadianGroup RDN 2.6 7 21.45 –0.67 .14
18.30 6.05 LufaxHolding LU ... 7 6.99 –0.33 ... 77.49 37.59 Moelis MC 3.6 11 67.28 –2.85 2.50 115.95 65.70 NovoNordisk NVO .9 35 113.87 +0.77 .5503 19.83 1.12 PeabodyEnergy BTU ... dd 9.87 –1.69 ... 66.44 5.87 Rafael RFL ... dd 6.07 –0.76 ...
35.10 17.12 LumberLiqu LL ... 8 17.23 –0.23 ... 231.80 124.16 MohawkInds MHK ... 11 177.34 +0.02 ... 11.36 9.80 NovusCapII NXU.UT ... ... 10.40 +0.02 ... 12.39 8.04 Pearson PSO 3.2 18 8.56 –0.12 .0861 142.06 78.00 RalphLauren RL 2.3 23 121.81 –3.10 .6875
dd 30 10.15 9.58 NovusCapII A NXU ... ... 9.98 ... ... 26.45 17.56 PebblebrookHotel PEB .2 dd 23.08 –1.08 .01 26.48 6.19 RangeResources RRC ... dd 20.61 –2.40 ...
16.60 9.66 LumenTech LUMN 7.5 13.34 –0.88 .25 316.04 196.08 MolinaHealthcare MOH ... 298.00 –15.22 ... 12.35 3.12 RangerEnergySvcs RNGR ... dd 10.24 –0.64 ...
4.48 2.91 LumentFinance LFT 9.4 13 3.83 –0.12 .09 68.75 45.29 MolsonCoorsA TAP.A 2.5 dd 54.70 –1.30 .34 1.79 0.75 NovusCapII Wt NXU.WT ... ... 1.33 –0.06 ... 10.15 9.94 PegasusDigital PGSS.UT ... ... 10.08 +0.04 ...
42.97 10.83 Ranpak PACK ... dd 42.20 +1.75 ...
23.91 14.00 Luxfer LXFR 2.4 19 21.09 –1.87 .125 61.48 42.46 MolsonCoorsB TAP 3.0 dd 45.91 –1.69 .34 63.85 39.40 NuSkinEnts NUS 3.2 11 46.79 +1.12 .38 34.73 23.48 PembinaPipeline PBA 5.8 dd 32.90 –0.17 .1685
103.46 58.53 RaymondJames RJF 1.1 15 98.14 –1.84 .26
118.02 80.82 LyondellBasell LYB 5.1 5 89.40 –5.99 1.13 12.90 5.04 MoneyLion ML ... dd 5.05 –0.78 ... 128.81 47.94 Nucor NUE 1.4 7 112.85 +0.61 .405 3.47 0.58 PA Reit PEI ... dd 1.27 –0.23 ...
20.73 12.82 NuSTAREnergy NS 10.0 dd 15.93 –0.22 .40 70.99 55.11 PennyMacFin PFSI 1.2 4 64.03 –1.14 .20 11.30 5.24 RayonierAdvMatls RYAM ... 4 5.93 –0.65 ...
3.50 0.64 MoneyLionWt ML.WT ... ... .80 –0.12 ... 41.09 27.29 Rayonier RYN 2.7 37 39.99 +1.76 .27
M 21.14 14.35 MonmouthRealEst MNR 3.5 31 20.85 –0.01 .18 73.50 44.44 Nutrien NTR 2.7 17 67.88 –0.43 .46 21.53 16.75 PennyMacMtg PMT 10.3 14 18.27 –0.50 .47
15.23 7.66 NuvationBio NUVB ... dd 9.05 –0.35 ... 114.34 55.03 PenskeAuto PAG 1.9 7 95.87 –16.29 .46 92.32 65.02 RaytheonTech RTX 2.4 39 85.43 –3.43 .51
80.42 26.17 MontroseEnvl MEG ... dd 76.14 –0.01 ... 16.78 11.28 ReadyCapital RC 10.7 8 15.74 –0.21 .42
407.94 261.38 Moody's MCO .6 35 387.42 –0.60 .62 5.12 1.54 NuvationBioWt NUVB.WT ... ... 2.30 –0.01 ... 80.40 50.03 Pentair PNR 1.0 26 79.34 +3.52 .20
168.27 116.29 M&T Bank MTB 3.1 11 157.37 –2.50 1.20 38.37 21.36 nVentElectric NVT 1.9 25 37.04 –0.01 .175 320.00 163.49 Penumbra PEN ... cc 262.02 –4.67 ... 21.03 10.96 Realogy RLGY ... 6 15.99 –1.36 ...
91.95 69.65 Moog A MOG.A 1.3 16 75.88 –4.55 .25 72.24 55.20 RealtyIncome O 4.2 56 70.91 +0.47 .236
16.41 5.96 MBIA MBI ... dd 13.26 –0.47 ... 105.95 57.51 MorganStanley MS 2.9 12 96.91 –2.94 .70 59.89 41.12 PerformanceFood PFGC ... cc 43.90 –2.67 ...
14.12 9.81 RedBallAcqn RBAC.UT ... ... 10.66 –0.09 ...
63.86
10.48
41.31
9.73
MDC Holdings
MDH Acqn
MDC
MDH.UT
3.9
...
7
...
50.99
10.18
–0.70
–0.02
.50
...
43.24
11.86
19.41
9.84
Mosaic
MotiveCapital
MOS
MOTV.UT
.8
...
8
...
36.25
10.39
–1.14
+0.03
.075
...
O 10.23
10.60
9.75
9.61
PeridotAcqnII
PeridotAcqnIIA
PDOT.UT
PDOT
...
...
...
...
9.95
9.79
+0.01
–0.02
...
... 12.40 9.69 RedBallAcqnA RBAC ... 18 10.07 –0.06 ...
9.93 9.60 MDH Acqn A MDH ... dd 9.88 +0.01 ... 1.65 0.74 PeridotII Wt PDOT.WT ... ... .91 ... ... 3.29 0.68 RedBallAcqnWt RBAC.WT ... ... 1.80 +0.04 ...
10.87 9.61 MotiveCapA MOTV ... dd 9.93 –0.04 ... 27.73 16.00 OFGBancorp OFG 1.8 10 26.60 –0.39 .12 16.98 8.78 Redwire RDW ... dd 9.93 –1.32 ...
1.01 0.45 MDH Acqn Wt MDH.WT ... ... .66 –0.01 ... 3.24 0.65 MotiveCapWt MOTV.WT ... ... 1.42 +0.03 ... 15.14 11.00 PerimeterSolns PRM ... ... 12.89 –1.17 ...
35.02 24.29 MDU Rscs MDU 3.1 14 28.47 –0.43 .2175 36.74 29.18 OGE Energy OGE 4.7 15 35.11 +0.67 .41 7.88 0.95 RedwireWt RDW.WT ... ... 3.21 –0.61 ...
258.78 163.16 MotorolaSol MSI 1.1 35 253.11 +1.67 .71 19.46 10.90 O-I Glass OI ... 24 11.29 –1.22 ...
27.38 24.25 PeriphasCap PCPC.UT ... ... 24.75 –0.10 ...
14.17 8.38 RedwoodTrust RWT 5.0 6 13.88 –0.12 .21
4.90 3.56 MFA Financial MFA 9.1 7 4.41 –0.11 .10
40.07 15.28 Movado MOV 2.0 12 39.04 +2.74 .20 82.40 62.52 ONE Gas OGS 3.4 18 67.95 +1.06 .58
26.49 23.35 PeriphasCapA PCPC ... cc 24.30 –0.10 ...
173.23 114.05 RegalRexnord RRX .8 27 171.58 +4.46 .33
16.67 11.56 MGIC Investment MTG 2.1 9 14.98 –0.27 .08 63.07 32.34 MuellerIndustries MLI .9 9 60.22 –0.66 .13 5.50 1.36 PeriphasCapWt PCPC.WT ... ... 1.77 +0.08 ...
43.19 29.92 MGMGrowthProp MGP 5.4 28 38.48 –0.27 .52 66.78 32.67 ONEOK OKE 6.1 19 61.38 –1.71 .935 192.00 119.95 PerkinElmer PKI .1 19 188.82 +5.23 .07 64.07 26.31 RegionalMgmt RM 1.6 8 61.44 +2.24 .25
17.37 11.63 MuellerWater MWA 1.6 33 14.61 –0.05 .058 81.98 16.05 ON24 ONTF ... dd 16.47 –0.27 ... 24.78 14.98 RegionsFin RF 2.9 9 23.69 –0.26 .17
51.17 25.79 MGM Resorts MGM .0 34 44.28 –0.81 .0025 9.82 3.48 MultiPlan MPLN ... dd 3.52 –0.59 ... 8.97 2.65 PermianBasin PBT 2.4 54 8.85 +0.51 .0224
74.85 42.22 MI Homes MHO ... 5 60.13 –0.13 ... 66.31 34.97 OakStreetHealth OSH ... dd 36.33 –2.19 ... 2.39 0.61 PermianvilleRT PVL 5.1 cc 2.21 –0.01 .0335 14.39 2.64 Regis RGS ... dd 2.90 –0.63 ...
2.34 0.78 MultiPlanWt MPLN.WT ... ... 1.02 +0.04 ... 12.51 9.79 OaktreeAcqnII OACB.UT ... ... 10.20 +0.04 ... 134.93 103.50 ReinsGrp RGA 2.8 12 105.73 –6.53 .73
35.21 12.05 MinisoGroup MNSO ... dd 14.08 –2.65 ... 31.00 9.51 MurphyOil MUR 1.9 dd 26.33 –1.82 .125 8.00 2.52 PermRock PRT 7.6 22 6.66 –0.42 .0534
3.50 0.82 MOGU MOGU ... dd .86 –0.09 ... 11.62 9.55 OaktreeAcqnII A OACB ... dd 9.92 +0.02 ... 50.90 38.20 Perrigo PRGO 2.3 dd 41.14 –2.16 .24 181.21 114.26 RelianceSteel RS 1.7 9 161.70 –5.13 .6875
184.54 119.47 MurphyUSA MUSA .7 14 177.50 –6.13 .29 2.70 0.79 OaktreeAcqnIIWt OACB.WT ... ... 1.35 +0.25 ... 177.43 137.66 RenaissanceRe RNR .9 dd 163.66 +7.28 .36
32.26 20.72 MPLX MPLX 9.5 11 29.68 –1.19 .575 11.50 9.80 MusicAcqn TMAC.UT ... ... 10.06 +0.01 ... 34.10 19.54 PershingSquare PSTH ... 25 20.28 +0.45 ...
51.77 16.02 MP Materials MP ... 65 42.70 –3.69 ... 35.75 13.30 OccidentalPetrol OXY .1 dd 29.12 –2.96 .01 17.80 0.73 PershingSquWt PSTH.WT ... ... 2.14 +0.36 ... 26.30 24.66 RenaissancePfdG RNR.PRG 4.2 ... 24.99 +0.03 .2625
9.95 9.60 MusicAcqnA TMAC ... ... 9.76 +0.02 ... 16.62 3.71 OccidentalPetrolWt OXY.WT ... ... 11.99 –1.91 ... 35.77 4.58 ReneSola SOL ... 39 7.78 –1.44 ...
12.21 5.67 MRC Global MRC ... dd 8.04 –0.23 ... 1.01 0.50 MusicAcqnWt TMAC.WT ... ... .65 ... ... 18.20 6.00 OceaneeringIntl OII ... dd 11.12 –1.72 ... 54.50 29.90 PetroChina PTR 6.8 9 44.28 –1.56 1.7891 28.38 3.82 Renren RENN ... ... 26.77 –0.82 ...
172.84 138.73 MSA Safety MSA 1.1 66 155.76 +3.16 .44 23.98 16.94 MyersIndustries MYE 2.6 25 20.49 –1.02 .135 12.38 7.06 PetroleoBrasil PBR ... 3 9.74 –0.49 ...
679.85 380.00 MSCI MSCI .6 80 656.88 +4.31 1.04 38.19 22.34 OcwenFinancial OCN ... 25 32.09 –1.73 ... 12.07 7.10 PetroleoBrasilA PBR.A ... 2 9.29 –0.61 ... 145.98 88.62 RepublicSvcs RSG 1.3 36 136.45 +1.17 .46
30.90 16.69 MyovantSciences MYOV ... dd 20.24 –1.31 ... 20.97 6.80 Offerpad OPAD ... dd 8.08 +0.13 ... 33.25 16.89 ResideoTech REZI ... 17 27.26 –0.50 ...
96.23 77.47 MSC Industrial MSM 3.6 22 83.86 –1.65 .75
4.04 1.06 OfferpadWt OPAD.WT ... ... 1.50 –0.04 ... 52.84 33.36 Pfizer PFE 3.1 15 50.80 +1.07 .39 301.34 179.37 ResMed RMD .6 76 260.31 +5.50 .42
10.39 9.56 M3-Brigade II A MBAC ... ... 9.95 ... ...
1.79 0.62 M3-BrigadeIIWt MBAC.WT ... ... 1.41 –0.08 ... N 38.45
9.49
33.27
4.03
OilDriAmerica
OilStatesIntl
ODC
OIS
3.1
...
22
dd
34.69
5.00
–0.41
–1.11
.27
...
106.51
94.34
75.42
60.30
PhilipMorris
Phillips66
PM
PSX
5.5
5.3
16
dd
90.40
69.64
–4.36
–7.83
1.25
.92 17.65
71.12
4.95
56.22
ResoluteForest
RestaurantBrands
RFP
QSR
.0
3.7 24
2 11.79
57.21
+0.87
...
1.00
.53
10.25 10.00 M3-BrigadeIII MBSC.UT ... ... 10.02 ... ... 42.17 24.21 Phillips66Ptrs PSXP 10.1 16 34.78 –3.57 .875
.1975 26.69 17.90 OldRepublic ORI 3.5 5 25.47 –0.43 1.50 28.47 5.57 RetailValue RVI 19.2 dd 6.03 –0.06 22.04
10.25 2.62 MV Oil MVO 11.9 20 8.27 –0.37 .365 44.00 20.05 NACCO Inds NC 2.6 6 30.63 –3.23 2.83 1.12 PhoenixNewMedia FENG .0 1 1.20 –0.37 1.3712
36.25 24.50 Mytheresa MYTE ... dd 26.83 –3.63 ... 16.00 11.66 N-able NABL ... dd 11.91 –1.41 ... 64.76 20.93 Olin OLN 1.3 10 60.22 –4.20 .20 81.59 40.46 Phreesia PHR ... dd 67.88 –5.02 ... 19.00 9.11 Revlon REV ... dd 12.96 –2.74 ...
25.99 9.17 Macerich MAC 2.8 cc 21.14 +0.13 .15 50.00 25.61 NCR NCR ... dd 40.79 –2.99 ... 49.00 22.88 Olo OLO ... dd 27.00 –2.50 ... 19.59 16.57 PhysiciansRealty DOC 5.0 53 18.29 +0.01 .23 89.60 19.35 Revolve RVLV ... 71 86.01 +1.03 ...
19.90 11.74 Mack-Cali CLI ... dd 18.04 –1.16 ... 4.09 1.38 NGL Energy NGL ... dd 2.20 –0.04 ... 39.31 27.98 OmegaHealthcare OHI 9.2 16 29.19 +0.45 .67 44 116.86 72.06 RexAmerRes REX ... 19 87.56 –0.02 ...
12.01 9.88 Omnichannel OCA.UT ... ... 10.41 –0.03 ... 20.35 15.10 PiedmontOfficeA PDM 4.5 18.75 –0.33 .21 71.56 45.90 RexfordIndlRealty REXR 1.3 cc 71.19 +1.80 .24
41.00 3.59 MacquarieInfr MIC .0 dd 3.63 –0.05 11.00 66.99 30.71 NIO NIO ... dd 38.66 –4.01 ... 16.07 9.83 PineIslandAcqn PIPP.UT ... ... 11.20 +1.00 ...
37.95 8.95 Macy's M 1.7 21 34.71 +4.25 .15 8.50 4.22 NL Industries NL ... 8 6.36 –0.57 ... 11.06 9.60 OmnichannelA OCA ... dd 9.95 +0.01 ... 16.36 9.78 RibbitLeapA LEAP ... dd 10.36 –0.02 ...
2.28 0.58 OmnichannelWt OCA.WT ... ... 1.00 –0.07 ... 14.94 9.68 PineIslandA PIPP ... 96 10.68 +0.82 ... 17.00 10.11 RibbitLeapUn LEAP.UT ... ... 10.83 +0.07 ...
121.42 60.26 MSG Entertainment MSGE ... dd 68.03 –7.60 ... 18.02 11.84 NOV NOV 1.7 dd 12.03 –1.73 .05 4.00 0.71 PineIslandWt PIPP.WT ... ... 1.61 +0.52 ...
207.09 152.42 MSG Sports MSGS ... dd 178.71 –11.98 ... 11.98 5.44 NOW DNOW ... dd 9.30 –0.45 ... 86.38 58.84 Omnicom OMC 4.2 10 67.12 –1.81 .70 6.00 1.13 RibbitLeapWt LEAP.WT ... ... 1.84 +0.18 ...
55.87 28.10 OnHolding ONON ... cc 44.94 +7.74 ... 37.23 20.70 PingIdentity PING ... dd 26.44 –1.44 ... 10.99 10.00 RiceAcqnII RONI.UT ... ... 10.60 +0.11 ...
53.85 39.93 MagellanMid MMP 9.0 11 46.22 –3.00 1.0375 46.10 30.47 NRG Energy NRG 3.6 4 36.29 +0.59 .325 88.54 62.78 PinnacleWest PNW 5.1 13 66.96 +0.86 .85
104.28 59.67 MagnaIntl MGA 2.0 15 85.75 –0.68 .43 5332.08 3875.20 NVR NVR ... 17 5216.01 –37.80 ... 35.20 17.23 OneLiberty OLP 5.1 21 35.03 +1.35 .45 10.75 9.69 RiceAcqnII A RONI ... ... 10.19 +0.10 ...
24.95 2.42 OneConnectFinTech OCFT ... dd 2.52 –0.39 ... 89.90 43.30 Pinterest PINS ... 89 44.76 –1.20 ... 1.87 1.22 RiceAcqnII Wt RONI.WT ... ... 1.55 –0.01 ...
26.98 12.75 Magnachip MX ... 13 18.85 +0.65 ... 10.15 10.10 NaborsEnerTransUn NETC.UT ... ... 10.14 ... ... 196.64 94.87 PioneerNatRscs PXD 1.4 32 176.46 –6.78 .62
63.19 37.49 OneMain OMF 5.7 5 49.36 –4.34 .70 10.14 10.05 RigelResource RRAC.UT ... ... 10.09 +0.02 ...
22.09 5.86 MagnoliaOil MGY .8 11 19.14 –1.13 .08 133.61 44.98 NaborsIndustries NBR ... dd 83.88 –12.79 ...
11.71 2.76 OnionGlobal OG ... ... 4.99 –1.24 ... 193.60 90.62 PiperSandler PIPR 1.0 15 190.39 +8.48 3.00 449.00 207.53 RingCentral RNG ... dd 229.80 –46.44 ...
10.62 9.73 MagnumOpus OPA.UT ... ... 10.56 –0.03 ... 37.88 4.70 NamTaiProperty NTP ... 25 25.62 +1.71 ... 15.50 5.18 PitneyBowes PBI 2.7 77 7.47 –0.54 .05
10.17 9.56 MagnumOpusA OPA ... ... 9.91 –0.05 ... 46.27 31.88 NatlBankHoldings NBHC 1.9 14 45.21 –0.07 .22 94.96 40.47 OntoInnovation ONTO ... 39 90.02 +0.42 ... 95.97 59.58 RioTinto RIO 11.3 5 60.71 –1.63 1.85
24.89 13.32 Ooma OOMA ... dd 19.99 –1.73 ... 10.84 9.69 PivotalInvIII PICC.UT ... ... 9.93 +0.02 ... 40.48 10.62 Riskified RSKD ... ... 10.81 –7.35 ...
1.63 0.47 MagnumOpusWt OPA.WT ... ... 1.31 –0.01 ... 61.12 39.80 NationalFuelGas NFG 3.1 15 58.95 –1.25 .455 10.25 9.61 PivotalInvtIII A PICC ... ... 9.77 ... ...
46.73 30.82 MainStreetCap MAIN 5.5 10 46.61 +0.78 .215 68.49 55.89 NationalGrid NGG 5.1 22 66.23 +0.78 1.1573 55.75 28.80 Oppenheimer A OPY 1.1 4 52.18 –0.63 .15 76.18 50.61 RitchieBros RBA 1.4 48 72.72 +1.73 .25
11.60 5.73 OppFi OPFI ... dd 5.76 –1.77 ... 1.32 0.80 PivotalInvtIII Wt PICC.WT ... ... .95 ... ... 32.48 10.54 RiteAid RAD ... dd 12.84 –0.94 ...
20.86 14.26 ManchesterUnited MANU 1.2 dd 15.60 –0.42 .09 78.56 51.78 NatlHealthInv NHI 6.4 18 55.94 –0.52 .90 3.24 0.53 OppFiWt OPFI.WT ... ... 1.28 –0.47 ... 99.60 65.41 PlanetFitness PLNT ... cc 90.04 –2.24 ... 120.83 60.47 RobertHalf RHI 1.3 25 117.74 +0.87 .38
28.33 11.09 Manitowoc MTW ... 44 20.05 –1.81 ... 117.87 79.78 NatlPrestoInds NPK 1.2 14 86.42 –3.03 5.25 50.89 22.69 Plantronics POLY ... 14 28.50 –0.15 ...
10.25 4.44 Manning&Napier MN 2.2 8 8.91 +0.85 .05 50.33 37.44 NatlRetailProp NNN 4.5 32 46.66 +0.55 .53 98.95 55.68 Oracle ORCL 1.4 20 93.97 +0.43 .32 138.77 60.50 Roblox RBLX ... dd 134.72 +27.14 ...
13.09 10.73 Orange ORAN 7.7 26 10.90 –0.39 .4838 11.32 4.41 PlayAGS AGS ... dd 7.25 –0.77 ... 43.00 14.94 RocketCos. RKT .0 7 15.42 –1.28 1.11
125.07 85.97 Manpower MAN 2.5 16 99.27 –4.16 1.26 64.98 33.01 NatlStorage NSA 2.4 68 61.89 +0.15 .41 6.22 4.80 OrchidIslandCap ORC 16.0 dd 4.88 –0.04 .065 30.10 12.95 PlymouthIndREIT PLYM 2.8 dd 29.70 +0.30 .21 11.16 9.86 RocketInternet RKTA.UT ... ... 9.97 ... ...
22.25 16.14 ManulifeFin MFC 4.6 7 19.31 –0.61 .0395 23.73 10.62 Natura&Co NTCO ... 59 10.79 –1.44 ... 38.75 27.25 Organon OGN 3.6 ... 31.25 –2.45 .28 147.73 90.31 Polaris PII 2.1 12 119.70 –4.55 .63 10.70 9.60 RocketInternetA RKTA ... ... 9.76 –0.02 ...
17.59 5.51 MarathonOil MRO 1.2 dd 15.31 –1.37 .06 12.97 8.00 NaturalGasSvcs NGS ... dd 10.88 –0.95 ... 19.54 5.31 OriginalBark BARK ... dd 5.33 –1.16 ... 10.91 9.70 Pontem PNTM.UT ... ... 10.05 –0.03 ... 1.44 0.70 RocketInternetWt RKTA.WT ... ... .90 +0.09 ...
68.78 38.20 MarathonPetrol MPC 3.8 34 60.28 –5.52 .58 18.75 9.88 NaturalGrocers NGVC 2.9 18 13.87 +0.71 .10 6.23 1.22 OriginalBarkWt BARK.WT ... ... 1.25 –0.20 ... 10.05 9.43 PontemA PNTM ... 52 9.77 –0.04 ... 16.99 5.86 RockleyPhotonics RKLY ... dd 6.34 –0.34 ...
50.38 32.67 Marcus&Millichap MMI ... 18 46.85 –1.28 ... 34.92 13.36 NaturalResPtrs NRP 6.1 13 29.46 –1.41 .45 22.45 14.00 OrionEngCarbons OEC .4 8 18.31 –1.86 .02 1.55 0.65 PontemWt PNTM.WT ... ... .87 –0.04 ... 4.19 0.95 RockleyPhotonicsWt RKLY.WT ... ... 2.00 ... ...
24.71 11.01 Marcus MCS ... dd 19.76 –1.43 ... 23.11 6.12 Natuzzi NTZ ... dd 16.93 –0.82 ... 6.67 3.86 OrionGroup ORN ... dd 4.80 –0.20 ... 52.47 40.14 PortlandGenElec POR 3.4 19 49.92 +0.57 .43 349.84 237.14 Rockwell ROK 1.3 30 348.17 +13.69 1.12
19.28 11.00 MarineProducts MPX 4.2 14 11.46 –2.17 .12 6.50 3.92 NatWest NWG ... 10 5.91 +0.03 ... 32.25 16.51 OrionOffice ONL ... ... 17.64 –5.36 ... 117.91 89.16 PostHoldings POST ... 35 101.33 –5.29 ... 53.90 43.18 RogersComm B RCI 3.5 19 46.51 –1.82 .3973
70.89 30.05 MarineMax HZO ... 8 55.25 –1.76 ... 31.38 7.38 Nautilus NLS ... 3 7.42 –1.05 ... 104.05 72.71 Orix IX 3.0 11 102.11 –1.93 1.7385 11.04 9.97 PostHldgsPtr PSPC.UT ... ... 10.14 +0.06 ... 273.00 143.04 Rogers ROG ... 51 270.06 +0.29 ...
1343.56 942.44 Markel MKL ... 7 1241.50 –48.23 ... 12.46 7.55 NavigatorHldgs NVGS ... 60 8.37 –0.63 ... 128.87 63.71 OrmatTech ORA .6 70 80.39 –1.54 .12 10.21 9.45 PostHldgsA PSPC ... ... 9.75 +0.02 ... 41.83 31.44 Rollins ROL 1.1 50 35.42 –0.57 .08
15.10 5.90 Markforged MKFG ... dd 7.25 –0.07 ... 15.42 1.84 NaviosMaritime NM ... dd 4.59 –0.54 ... 37.00 10.16 OscarHealth OSCR ... ... 10.30 –1.88 ... 2.23 0.90 PostHldgsPartneringWt PSPC.WT ... ... 1.25 +0.23 ... 38.90 3.94 RomeoPower RMO ... 24 4.51 –0.02 ...
4.25 1.10 MarkforgedWt MKFG.WT ... ... 1.35 –0.14 ... 36.46 6.88 NaviosMaritime NMM .8 2 25.78 –3.27 .05 137.47 79.64 Oshkosh OSK 1.3 16 112.41 –3.61 .37 21.27 15.25 PostalRealty PSTL 5.1 cc 17.70 –1.68 .225 505.00 365.23 RoperTech ROP .5 47 498.43 +10.70 .62
190.97 121.89 MarriottVacations VAC 1.3 dd 167.66 –0.53 .54 61.49 43.62 Neenah NP 3.9 dd 48.12 –4.10 .475 9.90 9.56 OsirisAcqn OSI ... ... 9.73 –0.02 ... 36.56 17.57 PowerSchool PWSC ... dd 22.27 +0.24 ... 10.75 9.75 RossAcqnII ROSS.UT ... ... 10.12 –0.08 ...
171.13 106.95 Marsh&McLen MMC 1.3 32 169.32 +2.62 .535 88.16 67.14 Nelnet NNI 1.1 7 87.79 +0.35 .24 10.02 9.86 OsirisAcqn OSI.UT ... ... 9.90 ... ... 50.42 15.60 PrecisionDrilling PDS ... dd 35.10 –4.45 ... 10.57 9.50 RossAcqnIIA ROSS ... ... 9.86 +0.05 ...
435.62 258.18 MartinMarietta MLM .6 36 417.43 –2.12 .61 16.14 7.88 NeoPhotonics NPTN ... dd 15.35 –0.06 ... 1.10 0.45 OsirisAcqnWt OSI.WT ... ... .58 ... ... 14.56 7.04 PrefApartment APTS 5.0 dd 14.13 +0.32 .175 1.47 0.63 RossAcqnIIWt ROSS.WT ... ... 1.36 +0.27 ...
68.89 51.53 Masco MAS 1.4 37 67.60 +0.89 .235 13.49 6.00 NerdyA NRDY ... 10 6.23 –1.94 ... 15.12 9.77 OsiskoGoldRoyal OR 1.3 cc 13.19 –0.23 .0441 63.83 34.26 PrestigeCnsHlth PBH ... 16 58.26 –4.48 ... 108.09 79.40 RoyalBkCanada RY 3.3 12 104.34 –1.84 .8651
10.50 9.77 MasonIndlTech MIT.UT ... ... 9.98 –0.02 ... 4.60 1.08 NerdyWt NRDY.WT ... ... 1.15 –0.03 ... 92.84 61.28 OtisWorldwide OTIS 1.1 31 86.26 +0.63 .24 14.79 8.29 PretiumRscs PVG ... dd 14.03 –0.53 ... 99.24 64.26 RoyalCaribbean RCL ... dd 80.47 –4.10 ...
9.90 9.41 MasonIndlTechA MIT ... 37 9.75 –0.01 ... 26.93 16.63 Netstreit NTST 3.5 cc 23.07 –0.56 .20 17.73 6.15 Ouster OUST ... dd 6.61 –0.47 ... 11.75 9.85 PrimaveraCap PV.UT ... ... 10.13 –0.03 ... 50.75 33.17 RoyalDutchA RDS.A 2.9 37 43.21 –0.96 .48
1.00 0.58 MasonIndlTechWt MIT.WT ... ... .75 –0.01 ... 188.14 86.04 Nevro NVRO ... dd 86.83 –10.41 ... 4.57 0.61 OusterWt OUST.WT ... ... 1.60 –0.17 ... 10.25 9.56 PrimaveraCapA PV ... ... 9.76 –0.01 ... 50.44 31.51 RoyalDutchB RDS.B 3.8 37 43.09 –1.39 .48
132.22 92.08 MasoniteIntl DOOR ... 19 111.49 –5.28 ... 11.60 7.93 NewFrontierHlth NFH ... dd 11.03 –0.03 ... 28.99 16.99 OutfrontMedia OUT 1.5 dd 27.19 –0.27 .10 1.54 0.57 PrimaveraCapWt PV.WT ... ... .82 +0.02 ... 26.55 9.47 RushStreetInt RSI ... dd 21.07 +1.27 ...
122.33 55.09 MasTec MTZ ... 20 100.98 +5.32 ... 44.41 32.40 NewJerseyRscs NJR 3.8 23 38.22 –0.62 .3625 3.04 1.84 OverseasShip OSG ... dd 1.87 –0.20 ... 10.98 9.60 PrimeImpactI A PIAI ... cc 9.84 –0.02 ... 40.84 25.57 RyanSpecialty RYAN ... ... 39.94 –0.42 ...
401.50 312.38 Mastercard MA .5 42 339.72 –23.78 .44 19.97 1.68 NewOrientalEduc EDU ... 21 2.19 –0.01 ... 40.65 12.07 Ovintiv OVV 1.6 dd 34.51 –1.38 .14 2.00 0.63 PrimeImpactIWt PIAI.WT ... ... .78 –0.01 ... 93.05 55.54 RyderSystem R 2.8 12 84.19 –3.81 .58
47.23 9.18 MatadorRscs MTDR .5 17 40.75 –3.13 .05 129.70 51.52 NewRelic NEWR ... dd 119.23 –2.42 ... 49.16 22.96 Owens&Minor OMI .0 13 41.90 –0.79 .0025 179.51 128.27 Primerica PRI 1.2 14 155.91 –6.04 .47 30.05 10.24 RyersonHolding RYI 1.3 6 26.35 –1.96 .085
95.60 57.25 Materion MTRN .5 31 92.49 +0.59 .12 11.81 8.98 NewResidInvt NRZ 9.0 8 11.09 –0.27 .25 109.90 70.53 OwensCorning OC 1.2 9 89.21 –5.73 .26 20.12 14.20 PrimoWater PRMW 1.3 dd 18.57 –0.91 .06 96.69 58.67 RymanHospitality RHP ... dd 88.58 –2.98 ...
94.54 55.41 Matson MATX 1.3 6 90.55 –3.48 .30 14.80 7.10 NewYorkCityReit NYC 5.5 dd 7.22 –0.63 .10 14.97 12.28 OwlRock ORCC 8.8 9 14.07 –0.41 .31 29.15 15.52 ProAssurance PRA .8 10 23.64 –1.34 .05
12.80 10.11 MauiLand MLP ... cc 10.31 –0.23 ... 14.33 9.00 NY CmntyBcp NYCB 5.5 10 12.37 –0.06 .17 108.75 78.96 ProcoreTech PCOR ... dd 88.75 –0.14 ...
58.75 25.41 MaxarTech MAXR .1 dd 29.93 –0.96 .01 58.73 39.73 NYTimes A NYT .6 49 46.72 –1.18 .07
11.56
2.10
3.46
0.40
Owlet
OwletWt
OWLT
OWLT.WT
...
...
dd
...
4.00
.61
–1.00
–0.08
...
... 148.59 121.54 Procter&Gamble PG 2.4 27 146.82 +0.26 .8698 S
96.05 67.65 Maximus MMS 1.4 17 81.30 –3.41 .28 432.55 297.29 NewMarket NEU 2.4 16 347.72 +4.95 2.10 114.47 52.60 OxfordIndustries OXM 1.6 32 106.43 +4.24 .42 107.59 84.89 Progressive PGR .4 13 90.30 –5.87 .10
72.80 28.32 MaxLinear MXL ... dd 70.68 +2.01 ... 75.31 53.03 Newmont NEM 3.9 22 56.55 –2.18 .55 151.72 93.08 Prologis PLD 1.7 58 150.22 +1.41 .63 151.48 115.70 SAP SAP 2.0 24 140.95 –1.46 2.2599
22.16 10.24 MayvilleEngg MEC ... 45 15.51 –1.43 ... 4.08 1.48 NewparkResources NR ... dd 2.75 –0.56 ... 13.99 5.43 ProPetro PUMP ... dd 7.78 –1.43 ... 476.17 303.50 S&P Global SPGI .7 40 461.31 +7.95 .77
98.80 77.85 McCormick MKC 1.6 30 83.97 +2.21 .34 12.86 6.50 NexaResources NEXA 3.1 7 8.39 –0.97 .2643 PQ 83.02 60.16 ProsperityBcshs PB 2.8 13 74.61 –2.06 .52 13.29 10.00 SCVX SCVX.UT ... ... 10.39 +0.02 ...
100.46 77.05 McCormickVtg MKC.V 1.6 30 84.59 +2.72 .34 23.97 14.39 NexPointRealEst NREF 8.9 5 21.32 –0.08 .475 286.57 52.06 ProtoLabs PRLB ... 47 52.90 –6.36 ... 11.59 9.66 SCVX SCVX ... 55 9.98 +0.01 ...
257.53 202.73 McDonalds MCD 2.2 26 251.95 +1.28 1.38 80.52 39.13 NexPointResidentl NXRT 2.0 dd 76.64 –1.14 .38 18.78 6.16 PBF Energy PBF ... dd 12.77 –2.72 ... 25.98 14.99 ProvidentFinSvcs PFS 3.9 11 24.53 –0.77 .24 2.75 0.63 SCVX Wt SCVX.WT ... ... .84 –0.02 ...
1.71 0.90 McEwenMining MUX ... dd 1.10 –0.08 ... 18.59 9.85 Nextdoor KIND ... ... 12.72 –0.39 ... 16.70 8.55 PBF Logistics PBFX 9.6 6 12.47 –0.92 .30 115.52 74.58 PrudentialFin PRU 4.3 6 106.53 –4.22 1.15 10.01 9.90 SDCLEDGEAcqnUn SEDA.UT ... ... 9.96 –0.05 ...
227.87 168.88 McKesson MCK .9 dd 220.90 –3.93 .47 88.83 68.33 NextEraEnergy NEE 1.7 74 88.31 +2.00 .385 12.91 8.24 PG&E PCG ... dd 12.38 +0.12 ... 43.60 30.13 Prudential PUK .8 dd 38.89 –1.66 .1074 6.28 1.96 SeacorMarine SMHI ... 24 4.76 –0.14 ...
5.19 1.47 Mechel MTL ... 2 3.16 –0.79 ... 56.22 46.18 NextEra6.219%Un NEE.PRQ 5.6 ... 55.76 +0.91 .7774 126.76 86.26 PG&EUn PCGU 4.7 ... 117.57 +0.93 1.375 65.33 53.77 PublicServiceEnt PEG 3.2 dd 63.07 +0.90 .51 9.17 5.85 SFL SFL 8.7 dd 8.27 –0.80 .18
70.33 14.82 MediaAlpha MAX ... dd 17.03 –0.25 ... 65.31 53.20 NextEraEnergyUn NEE.PRO 3.8 ... 64.87 +1.13 .609 28.11 18.05 PGT Innovations PGTI ... 26 21.84 –0.31 ... 340.95 212.22 PublicStorage PSA 2.4 40 331.74 +2.56 2.00 27.94 20.28 SINOPEC SHI 5.6 5 23.92 +1.09 1.5567
22.82 19.03 MedicalProp MPW 5.2 22 21.67 +0.28 .28 57.35 46.26 NextEraEnergyUn NEE.PRP 4.8 ... 55.46 +0.94 .6599 4.37 1.66 PHX Minerals PHX 1.5 dd 2.61 –0.43 .01 63.91 39.92 PulteGroup PHM 1.1 8 52.25 +0.89 .14 17.61 9.59 SITE Centers SITC 2.9 81 16.59 –0.08 .12

73.69 58.01 SJW Group SJW 1.9 37 70.50 –0.65 .34 1.80 0.86 SpartanAcqnIII Wt SPAQ.WT ... ... 1.70 +0.30 ... 17.24 10.97 TeekayLNG un TGP 6.8 7 16.88 ... .2875 15.38 4.11 US Silica SLCA ... dd 9.49 –1.03 ... 2.02 0.85 WarburgPinI-B Wt WPCB.WT ... ... 1.00 ... ...
33.59 22.85 SK Telecom SKM 3.0 11 30.97 +0.74 .3615 106.48 64.77 SpectrumBrands SPB 1.6 24 105.08 +2.36 .42 16.09 10.16 TeekayTankers TNK ... dd 12.06 –1.95 ... 12.33 6.47 US Xpress USX ... 19 8.84 +0.14 ... 10.63 9.93 WarburgPincusI-A WPCA.UT ... ... 10.00 –0.07 ...
85.65 57.03 SLGreenRealty SLG 5.0 8 73.20 –2.88 .3033 19.50 4.97 SpireGlobal SPIR ... dd 5.10 –0.20 ... 21.69 13.83 TejonRanch TRC ... cc 19.85 –1.42 ... 14.38 5.41 UWM UWMC 6.2 12 6.44 –0.55 .10 11.00 9.68 WarburgPincusI-A WPCA ... ... 9.85 ... ...
38.25 3.41 SM Energy SM .1 dd 30.20 –4.34 .01 2.89 0.68 SpireGlobalWt SPIR.WT ... ... 1.05 –0.08 ... 308.00 116.89 TeladocHealth TDOC ... dd 116.99 –19.43 ... 4.87 0.69 UWM Wt UWMC.WT ... ... .87 –0.05 ... 11.19 9.90 WarburgPincusI-B WPCB.UT ... ... 10.00 +0.05 ...
10.95 10.08 SoarTech FLYA.UT ... ... 10.29 +0.04 ... 77.95 59.29 Spire SR 4.4 13 61.64 –0.38 .685 9.34 4.39 TelecomArgentina TEO 24.5 dd 5.07 –0.26 .4025 64.05 38.08 Uber UBER ... dd 44.23 –0.89 ... 10.02 9.63 WarburgPincusI-B A WPCB ... ... 9.79 +0.02 ...
10.23 9.95 SoarTechAcqnA FLYA ... ... 10.08 +0.04 ... 53.63 32.24 SpiritAeroSys SPR .1 dd 41.98 –2.78 .01 465.40 350.01 TeledyneTech TDY ... 44 444.22 –0.14 ... 401.81 236.11 Ubiquiti UI .8 31 297.05 –8.59 .60 60.30 46.50 WarbyParker WRBY ... dd 55.39 –2.95 ...
0.80 0.64 SoarTechAcqnWt FLYA.WT ... ... .70 ... ... 40.77 20.06 SpiritAirlines SAVE ... dd 22.36 –1.21 ... 449.38 318.19 Teleflex TFX .4 35 318.83 –21.29 .34 90.00 47.20 UiPath PATH ... dd 52.57 –1.13 ... 28.40 15.07 WarriorMetCoal HCC .9 dd 21.07 –1.73 .05
15.88 1.21 SOS SOS ... 4 1.30 –0.26 ... 52.29 35.24 SpiritRealtyCap SRC 5.5 37 46.82 –1.55 .638 9.43 7.44 TelefonicaBras VIV 5.1 17 9.29 +0.31 .0636 4.74 2.18 UltraparPart UGP 4.3 16 2.44 –0.06 ... 10.20 9.71 WarriorTech WARR.UT ... ... 10.12 +0.03 ...
68.24 47.29 SPX SPXC ... 34 63.85 –1.84 ... 14.72 9.96 SportsEntAcqn SEAH.UT ... ... 13.48 –0.40 ... 5.17 3.89 Telefonica TEF 3.7 2 4.45 –0.09 .2355 27.28 16.22 UnderArmour A UAA ... 29 26.96 +1.94 ... 10.00 9.55 WarriorTechA WARR ... ... 9.83 +0.01 ...
88.55 51.94 SPX FLOW FLOW .4 44 81.75 +1.47 .09 12.48 9.59 SportsEntA SEAH ... dd 11.50 –0.30 ... 27.46 20.44 TelekmIndonesia TLK 4.7 17 26.92 +1.67 .2153 23.00 14.31 UnderArmour C UA ... 24 22.63 +1.34 ... 1.04 0.45 WarriorTechWt WARR.WT ... ... .63 +0.04 ...
35.17 11.15 SQZ Biotech SQZ ... dd 13.57 –0.46 ... 4.75 0.90 SportsEntWt SEAH.WT ... ... 3.85 –0.31 ... 26.51 17.58 Telephone&Data TDS 3.7 19 18.81 –1.18 .175 30.94 14.73 Unifi UFI ... 12 21.83 –1.74 ... 27.05 20.74 WashingtonREIT WRE 2.6 cc 25.72 +0.25 .17
44.89 29.34 STAG Indl STAG 3.4 34 42.77 +0.06 .1208 387.44 201.68 Spotify SPOT ... dd 259.55 –21.01 ... 50.51 24.26 TempurSealy TPX .8 15 43.98 –0.85 .09 258.86 181.20 Unifirst UNF .6 25 196.65 –3.97 .30 138.82 97.02 WasteConnections WCN .7 62 137.53 +1.78 .23
37.13 30.02 StoreCapital STOR 4.6 37 33.67 –0.50 .385 29.43 15.00 SpragueRscs SRLP 11.0 dd 15.78 –0.92 .4338 25.54 14.74 Tenaris TS .0 15 21.36 –2.29 .28 61.81 51.30 Unilever UL 3.6 21 51.46 –1.00 .4975 166.35 109.11 WasteMgt WM 1.4 40 163.39 +0.41 .575
45.52 27.80 SabineRoyalty SBR 7.2 15 42.28 –1.62 .3752 26.50 14.60 Sprinklr CXM ... dd 16.67 –1.62 ... 32.25 6.82 TencentMusic TME ... 23 7.62 –1.23 ... 244.34 193.14 UnionPacific UNP 1.8 26 241.31 –1.13 1.07 11.77 1.72 Waterdrop WDH ... dd 1.75 –0.26 ...
5.44 1.04 SafeBulkers SB ... 4 3.44 –0.31 ... 47.89 28.03 Sprott SII 2.2 39 44.88 –1.70 .25 83.69 31.18 TenetHealthcare THC ... 8 77.45 –1.68 ... 28.60 13.80 Unisys UIS ... dd 19.13 –1.64 ... 428.22 223.93 Waters WAT ... 31 349.71 –7.13 ...
8.98 5.92 SafeguardSci SFE ... 6 8.00 –0.30 ... 289.23 191.36 Square SQ ... cc 225.14 –2.16 ... 87.40 65.03 Tennant TNC 1.2 26 82.50 –1.60 .25 12.62 5.76 UnitedMicro UMC 1.8 16 11.68 +0.38 .2854 307.81 216.25 Watsco WSO 2.6 31 302.44 +0.31 1.95
95.29 64.01 Safehold SAFE 1.0 56 71.13 –2.67 .17 64.71 33.12 Squarespace SQSP ... dd 36.85 –9.86 ... 22.75 9.24 Tenneco TEN ... 4 11.86 –1.24 ... 52.99 14.55 UnitedNatFoods UNFI ... 20 50.01 –1.05 ... 212.00 113.44 WattsWater WTS .5 44 202.23 –1.76 .26
64.19 39.00 SailPointTechs SAIL ... dd 56.91 –2.97 ... 57.55 30.79 St.Joe JOE .6 48 51.09 –2.43 .08 59.58 20.82 Teradata TDC ... 43 45.50 –3.12 ... 220.24 154.76 UPS B UPS 2.0 28 208.47 –4.72 1.02 0.95 0.60 WaverleyCap1 Wt WAVC.WT ... ... .78 –0.17 ...
311.75 201.51 Salesforce.com CRM ... cc 301.17 –5.48 ... 55.29 39.09 StandardMotor SMP 1.9 15 52.65 –0.05 .25 55.60 30.24 Terex TEX 1.0 19 46.28 –2.90 .12 414.99 217.39 UnitedRentals URI ... 23 375.26 –7.70 ... 10.00 9.82 WaverleyCap1 WAVC.UT ... ... 9.92 –0.02 ...
25.66 10.42 SallyBeauty SBH ... 10 20.48 +0.01 ... 121.45 73.39 StandexInt SXI .9 33 113.83 –5.17 .26 55.00 38.47 Terminix TMX ... 44 39.40 –1.22 ... 63.01 42.42 US Bancorp USB 3.2 12 57.59 –2.91 .46 10.00 9.63 WaverleyCap1 A WAVC ... ... 9.68 –0.08 ...
7.80 2.53 SanJuanBasin SJT 7.3 20 7.48 +0.76 .0677 225.00 167.66 StanleyBlackDck SWK 1.7 17 190.25 –6.36 .79 78.16 53.98 TerrenoRealty TRNO 1.7 80 77.72 +1.43 .34 30.57 10.94 US Steel X .8 2 24.52 –1.88 .05 369.00 222.28 Wayfair W ... cc 274.81 +16.80 ...
10.28 9.78 SandbridgeX2 SBII.UT ... ... 10.00 –0.02 ... 131.98 103.81 StanleyB&D Un SWT 4.8 ... 109.29 –3.35 1.3125 4.49 0.71 TetraTech TTI ... dd 2.86 –0.50 ... 466.00 320.35 UnitedHealth UNH 1.3 27 440.00 –18.99 1.45 22.40 18.44 WeaveComms WEAV ... dd 19.60 +1.10 ...
10.04 9.60 SandbridgeX2 A SBII ... ... 9.72 –0.03 ... 58.50 29.72 Stantec STN .9 40 57.10 +0.37 .131 13.30 8.24 TevaPharm TEVA ... 14 8.88 –0.63 ... 210.00 76.00 UnitySoftware U ... dd 189.75 –6.90 ... 20.44 13.91 Weber WEBR 1.1 ... 14.39 –1.64 .04
1.30 0.61 SandbridgeX2Wt SBII.WT ... ... .76 –0.07 ... 12.03 9.07 StarGroup SGU 5.3 7 10.79 –0.50 .1425 1773.95 575.00 TexasPacLand TPL .9 41 1245.91 –50.62 2.75 29.77 17.21 Univar UNVR ... 18 28.09 –0.81 ... 63.81 37.40 WebsterFin WBS 2.8 15 57.02 –1.25 .40
14.99 2.65 SandRidgeEnergy SD ... 5 11.72 –2.42 ... 13.90 3.61 Starrett A SCX ... 5 10.38 –1.22 ... 41.24 17.37 Textainer TGH 2.8 7 35.17 –2.73 .25 60.95 44.28 Universal UVV 6.5 12 48.09 –1.10 .78 2.75 0.72 Weidai WEI ... ... .84 –0.05 ...
9.31 5.45 SandstormGold SAND ... 43 6.67 –0.35 ... 9.80 4.35 Startek SRT ... dd 4.60 –0.21 ... 78.13 44.34 Textron TXT .1 22 75.34 –1.69 .02 75.61 55.01 UniversalHealth UHT 4.8 36 58.21 –0.54 .70 65.24 45.75 WeisMarkets WMK 2.0 16 62.88 –1.03 .32
42.42 20.36 SantanderCons SC 2.1 4 41.92 +0.12 .22 27.01 17.30 StarwoodProp STWD 7.4 16 25.91 –0.19 .48 651.57 433.52 ThermoFisherSci TMO .2 30 636.05 +0.80 .26 165.00 121.23 UniversalHealthB UHS .6 10 123.98 –6.86 .20 25.19 8.99 Welbilt WBT ... 44 23.62 –0.08 ...
30.25 20.20 SaratogaInvt SAR 7.7 7 29.00 +0.12 .52 100.69 67.80 StateStreet STT 2.4 14 94.75 –4.32 .57 22.61 13.05 Thermon THR ... 91 18.42 –0.14 ... 16.57 12.62 UnivInsurance UVE 4.2 9 15.30 –0.30 .13 52.57 25.46 WellsFargo WFC 1.6 12 48.82 –2.14 .20
19.82 7.24 Sasol SSL ... dd 15.69 –1.20 ... 35.66 8.00 SteelPartners SPLP ... 8 34.99 +0.99 ... 123.60 78.04 ThomsonReuters TRI 1.3 10 123.35 +3.46 .405 8.56 5.34 UnvlTechInst UTI ... cc 8.50 +0.88 ... 89.80 59.38 Welltower WELL 2.9 cc 84.19 –1.36 .61
53.73 29.65 SaulCenters BFS 4.2 36 52.64 +1.98 .55 16.85 11.86 Steelcase SCS 4.8 cc 12.20 –0.09 .145 152.20 91.58 ThorIndustries THO 1.6 9 110.29 –3.78 .43 31.98 20.78 UnumGroup UNM 4.7 6 25.27 –1.22 .30 140.92 61.05 WescoIntl WCC ... 27 136.21 –2.42 ...
36.87 19.98 Schlumberger SLB 1.7 26 30.05 –2.71 .125 21.99 14.02 Stellantis STLA .0 dd 19.65 –0.82 .3813 56.50 7.36 3D Systems DDD ... 10 24.30 –1.35 ... 12.12 1.61 UpHealth UPH ... dd 2.82 –0.17 ... 92.46 53.83 WestFraserTimber WFG .9 3 86.66 +3.34 .2029
27.15 20.20 SchneiderNatl SNDR 1.1 13 25.76 –0.40 .07 51.49 9.80 Stem STEM ... dd 22.27 –2.48 ... 208.95 163.38 3M MMM 3.3 18 179.23 –4.43 1.48 2.47 0.20 UpHealthWt UPH.WT ... ... .55 +0.10 ... 475.35 253.86 WestPharmSvcs WST .2 56 448.45 +29.24 .18
84.49 46.42 SchwabC SCHW .9 30 80.17 –1.94 .18 139.30 109.08 Stepan SCL 1.1 19 120.90 –5.34 .335 15.92 8.22 Tidewater TDW ... dd 11.30 –0.58 ... 20.33 12.43 UrbanEdgeProp UE 3.3 27 18.40 ... .15 124.88 51.13 WestAllianceBcp WAL 1.2 14 114.41 –3.72 .35
50.79 31.76 SchweitzerMaud SWM 5.4 20 32.33 –2.34 .44 237.35 170.36 Steris STE .7 83 233.54 +1.99 .43 2.62 0.41 TidewaterWtA TDW.WTA ... ... 1.09 –0.14 ... 18.85 11.12 UrstadtBiddle UBP 4.7 26 17.71 –0.82 .207 4.19 2.25 WesternAssetMort WMC 10.5 dd 2.28 –0.16 .06
103.95 77.65 ScienceApplicat SAIC 1.7 18 86.85 –2.47 .37 27.48 15.49 SterlingBancorp STL 1.1 14 26.25 –0.61 .07 2.00 0.18 TidewaterWtB TDW.WTB ... ... .82 –0.08 ... 21.66 12.33 UrstadtProp A UBA 4.6 30 20.05 –0.31 .23 23.79 12.80 WesternMidstrm WES 6.1 10 21.13 –1.16 .323
24.67 10.58 ScorpioTankers STNG 2.6 dd 15.14 –3.15 .10 29.18 16.61 Stevanato STVN ... 50 23.02 +0.82 ... 11.36 9.71 TigaAcqnA TINV ... dd 10.11 –0.07 ... 107.85 73.66 UsanaHealth USNA ... 16 102.20 +1.28 ... 26.61 16.43 WesternUnion WU 5.6 8 16.65 –1.62 .235
254.34 139.20 ScottsMiracleGro SMG 1.6 19 165.88 –11.01 .66 80.14 41.84 StewartInfo STC 1.7 7 77.93 +0.37 .33 12.88 9.80 TigaAcquisitionUn TINV.UT ... ... 10.60 +0.06 ... 15.98 13.02 UserTesting USER ... ... 13.40 ... ... 106.47 72.83 WestlakeChem WLK 1.2 9 97.72 –6.79 .2975
14.02 3.26 ScullyRoyalty SRL ... ... 10.58 –0.23 ... 78.60 44.95 StifelFinancial SF .8 12 73.99 –2.64 .15 2.80 0.55 TigaAcqnWt TINV.WT ... ... .89 –0.04 ... 30.09 15.05 UtzBrands UTZ 1.3 84 15.93 –1.36 .05 27.57 19.71 WestlakeChemPtrs WLKP 7.8 13 24.20 –0.77 .4714
28.90 13.70 SculptorCapMgmt SCU 18.2 4 19.10 –3.27 .28 52.13 33.30 STMicroelec STM .3 26 51.67 +0.44 .06 17.16 7.85 Tilly's TLYS .0 12 16.53 +0.50 1.00 20.82 14.49 WestpacBanking WBK 5.6 15 15.85 –0.71 .4509
.30 62.03 40.04 WestRock WRK 2.1 15 46.77 –2.23 .25
372.70
22.86
173.70
14.92
Sea
SeabridgeGold
SE
SA
...
...
dd
cc
309.99
20.01
–31.30
–0.63
...
...
5.37
38.20
1.01
18.56
StoneMor
Stoneridge
STON
SRI
...
...
dd
47
2.63
22.43
–0.20
+0.44
...
...
92.39
17.35
64.66
4.26
Timken
TimkenSteel
TKR
TMST
1.7
...
15
8
71.42
15.15
–5.53
–0.27 ... V 27.01 11.36 Westwood WHG 3.6 13 16.58 –2.26 .15
66.68 41.78 SealedAir SEE 1.2 22 64.50 –1.62 .20 38.40 20.39 Stride LRN ... 29 37.10 +0.88 ... 11.82 4.04 TItanIntl TWI ... cc 7.71 –0.49 ... 14.97 8.02 WeWork WE ... dd 8.71 –0.47 ...
70.48 26.47 SeaWorldEnt SEAS ... 39 66.45 +2.97 ... 281.16 220.90 Stryker SYK 1.0 53 263.69 –0.65 .63 69.93 42.07 Toast TOST ... dd 45.07 –3.06 ... 90.79 65.34 VF VFC 2.6 24 75.99 –0.71 .50 4.21 0.97 WeWorkWt WE.WT ... ... 2.24 –0.28 ...
7.58 3.90 SelectEnergySvcs WTTR ... dd 5.34 –1.26 ... 27.00 5.56 StudioCity MSC ... dd 7.06 +0.75 ... 68.88 41.22 Toll Bros TOL 1.0 13 65.99 +2.00 .17 15.57 5.51 ViaOptronics VIAO ... dd 9.47 +0.85 ... 41.68 28.25 Weyerhaeuser WY 1.8 12 38.04 +1.11 .17
43.60 23.91 SelectMedical SEM 1.6 10 30.63 –3.62 .125 92.49 58.70 SturmRuger RGR 4.5 9 74.01 +0.99 .79 57.26 28.31 TootsieRoll TR 1.1 36 32.16 +0.24 .09 33.35 24.51 VICI Prop VICI 5.1 15 28.46 –0.28 .36 49.10 34.85 WheatonPrecMet WPM 1.3 32 44.19 –0.40 .15
33.00 7.72 SelectQuote SLQT ... 18 9.31 –1.50 ... 16.45 14.06 SuburbanPropane SPH 8.7 8 15.00 –0.41 .325 281.31 161.35 TopBuild BLD ... 29 275.22 +6.16 ... 28.80 17.25 Vizio VZIO ... cc 20.33 –1.05 ... 15.00 4.80 WheelsUp UP ... dd 4.82 –1.06 ...
144.93 114.66 Sempra SRE 3.6 33 122.76 +0.66 1.10 7.95 5.76 SumitomoMits SMFG 4.4 8 6.72 –0.31 .1752 118.13 88.08 Toro TTC 1.0 27 104.58 +2.00 .2625 5.38 1.96 VOC Energy VOC 11.2 19 4.55 –0.43 .20 3.14 0.73 WheelsUpWt UP.WT ... ... 1.08 –0.30 ...
32.48 10.62 Semrush SEMR ... ... 20.72 –5.28 ... 11.32 7.99 SummitHotelProp INN ... dd 9.42 –0.51 ... 75.13 52.17 TorontoDomBk TD 3.5 11 72.63 –1.81 .6256 10.67 9.85 VPCImpactIII VPCC.UT ... ... 10.61 +0.24 ... 257.68 171.33 Whirlpool WHR 2.4 7 229.29 –2.88 1.40
18.55 11.45 SendasDistrib ASAI .8 59 12.55 –1.82 .0432 41.46 18.11 SummitMaterials SUM ... 32 39.20 –1.08 ... 33.19 13.26 Torrid CURV ... ... 18.90 +0.23 ... 10.10 9.66 VPC Impact III A VPCC ... ... 10.01 +0.04 ... 1267.52 942.08 WhiteMtnIns WTM .1 21 1054.90 –58.20 1.00
64.80 47.40 SensataTechs ST ... 26 59.90 –0.87 ... 46.64 12.40 SummitMidstream SMLP ... 1 30.10 –0.25 ... 11.07 9.77 TortoiseEcofinIII TRTL.UT ... ... 10.02 +0.09 ... 2.12 0.67 VPC Impact III Wt VPCC.WT ... ... 1.60 +0.23 ... 10.43 7.42 WhitestoneREIT WSR 4.5 40 9.55 –0.31 .0358
106.32 69.60 SensientTech SXT 1.6 37 102.61 +0.90 .41 209.98 137.43 SunComms SUI 1.7 60 196.10 +3.28 .83 10.15 9.66 TortoiseEcoIII A TRTL ... ... 9.72 –0.05 ... 33.36 14.39 VTEX VTEX ... ... 15.75 –0.55 ... 71.61 17.90 WhitingPetrol WLL ... 20 66.27 –1.29 ...
78.53 39.94 SentinelOne S ... dd 70.30 –6.00 ... 57.93 42.50 SunLifeFinancial SLF 3.1 11 55.85 –0.34 .524 1.33 0.94 TortoiseEcoIII Wt TRTL.WT ... ... 1.19 +0.18 ... 4.31 1.44 VaalcoEnergy EGY ... 4 3.30 –0.56 ... 23.93 7.04 WideOpenWest WOW ... 3 19.27 –1.95 ...
9.57 4.05 SequansComms SQNS ... ... 5.61 –0.22 ... 376.24 261.41 VailResorts MTN 1.0 cc 342.43 –12.23 .88 66.04 33.95 Wiley A JW.A 2.6 21 54.01 –0.85 .345
8.15 4.13 SunCokeEnergy SXC 3.9 20 6.15 –0.61 .06 52.57 40.33 TotalEnergies TTE ... 11 47.20 –2.38 ...
24.04 13.70 SeritageGrowth SRG ... dd 15.01 –0.14 ... 26.97 15.20 SuncorEnergy SU 5.4 20 25.03 –0.74 .3405 15.33 5.48 TownsquareMedia TSQ ... 13 13.41 –1.05 ... 39.14 20.25 Valaris VAL ... dd 34.00 –1.57 ... 65.63 34.43 Wiley B JW.B 2.6 21 54.02 –0.21 .345
70.03 45.63 ServiceCorp SCI 1.4 15 67.72 +0.91 .23 36.88 4.21 SunlandsTech STG ... dd 4.48 –0.15 ... 188.18 134.45 ToyotaMotor TM 2.1 9 185.96 +1.56 1.7622 4.10 1.50 ValarisWt VAL.WT ... ... 3.30 –0.44 ... 29.89 19.85 Williams WMB 6.0 33 27.42 –1.22 .41
707.60 448.27 ServiceNow NOW ... cc 675.97 –15.43 ... 16.66 4.71 SunlightFinl SUNL ... dd 5.10 –0.39 ... 32.59 14.41 Traeger COOK ... 44 14.62 –5.10 ... 23.18 11.16 Vale VALE 9.9 3 11.45 –1.10 .4376 10.71 9.92 WilliamsRowland WRAC.UT ... ... 10.18 –0.02 ...
87.19 37.55 ServisFirst SFBS 1.0 22 82.25 –2.66 .20 4.21 0.54 SunlightFinWt SUNL.WT ... ... 1.00 –0.03 ... 207.06 137.08 TraneTech TT 1.2 35 195.99 +3.08 .59 12.19 6.12 ValensSemicon VLN ... dd 9.37 –0.64 ... 10.04 9.80 WilliamsRowland WRAC ... ... 9.94 –0.01 ...
138.38 68.23 ShakeShack SHAK ... dd 81.93 –2.56 ... 57.70 24.63 SunnovaEnergy NOVA ... dd 41.08 –1.78 ... 11.80 6.50 Transalta TAC 1.5 dd 10.91 +0.12 .0358 1.49 0.36 ValensSemiconWt VLN.WT ... ... .81 –0.07 ... 0.79 0.45 WilliamsRowlandWt WRAC.WT ... ... .59 +0.04 ...
12.81 5.45 Shapeways SHPW ... dd 5.50 –0.95 ... 42.57 27.58 Sunoco SUN 8.3 8 39.96 –0.34 .8255 42.92 18.61 TrancntlRlty TCI ... 20 37.99 –0.24 ... 84.95 50.37 ValeroEnergy VLO 5.7 dd 69.07 –7.51 .98 222.60 98.75 Williams-Sonoma WSM 1.3 17 215.65 +5.16 .71
1.63 0.48 ShapewaysWt SHPW.WT ... ... .73 –0.17 ... 13.91 10.03 SunstoneHotelInv SHO ... dd 11.85 –0.66 ... 688.03 517.37 TransDigm TDG ... 74 631.84 –11.16 ... 34.60 13.93 Valhi VHI 1.2 8 26.83 +0.15 .08 87.53 49.42 Winnebago WGO 1.0 9 72.19 –2.57 .18
30.41 17.06 ShawComm B SJR 3.1 19 29.21 –0.28 .0801 9.72 3.78 SuperiorIndsIntl SUP ... dd 4.98 –0.44 ... 5.13 1.33 Transocean RIG ... dd 2.98 –0.43 ... 265.09 157.87 ValmontInds VMI .8 27 255.84 +1.54 .50 9.96 5.03 Wipro WIT .1 30 8.99 –0.16 .0122
16.50 9.76 ShellMidstream SHLX 10.2 9 11.79 –0.90 .30 10.23 9.71 SupernovaPtrsIII STRE.UT ... ... 9.99 +0.01 ... 6.09 4.21 TransportadGas TGS ... 18 4.84 –0.55 ... 37.41 21.95 Valvoline VVV 1.4 16 36.08 +0.92 .125 142.33 75.06 Wolfspeed WOLF ... dd 129.22 –10.33 ...
340.45 218.06 SherwinWilliams SHW .7 45 332.25 +0.85 .55 10.00 9.58 Supernova III A STRE ... ... 9.80 +0.02 ... 125.35 83.12 TransUnion TRU .3 48 117.40 +4.40 .095 38.46 16.64 Vapotherm VAPO ... dd 21.34 –0.52 ... 44.74 27.97 WolverineWwide WWW 1.2 dd 33.35 –0.72 .10
104.11 55.10 Shift4Paymts FOUR ... dd 58.28 –10.12 ... 1.50 0.75 Supernova III Wt STRE.WT ... ... 1.01 –0.02 ... 68.26 41.07 Travel+Leisure TNL 2.5 23 55.12 –0.38 .35 17.26 10.76 VectorGroup VGR 4.9 12 16.40 +1.18 .20 34.40 23.61 WooriFin WF 3.3 4 33.07 –0.25 .3675
39.17 27.51 ShinhanFin SHG 4.7 5 31.11 –0.63 .2191 13.95 9.80 SupernovaPtrsII SNII.UT ... ... 12.89 +1.69 ... 163.29 129.57 Travelers TRV 2.3 11 152.53 –4.89 .88 60.32 42.72 Vectrus VEC ... 10 47.91 –2.61 ... 173.24 70.27 Workiva WK ... dd 142.36 –14.78 ...
1762.92 963.00 Shopify SHOP ... 63 1690.60 +21.08 ... 12.75 9.62 SupernovaPtrsII A SNII ... ... 11.88 +1.33 ... 11.99 9.72 TrebiaAcquisition TREB ... dd 9.95 –0.01 ... 343.96 235.74 VeevaSystems VEEV ... cc 305.14 –12.53 ... 37.68 25.11 WorldFuelSvcs INT 1.9 30 25.36 –3.22 .12
10.09 10.06 ShoulderUpTechUn SUAC.UT ... ... 10.08 ... ... 4.94 0.74 SupernovaII Wt SNII.WT ... ... 3.91 +0.93 ... 12.87 10.10 TrebiaAcqn TREB.UT ... ... 10.51 +0.01 ... 13.18 7.37 Velo3D VLD ... dd 12.11 +0.34 ... 10.12 9.76 WorldQuantumA WQGA ... ... 9.82 ... ...
128.36 62.21 Shutterstock SSTK .7 44 118.66 –4.48 .21 14.45 8.37 Suzano SUZ ... 6 9.59 +0.13 ... 2.98 1.05 TrebiaAcqnWt TREB.WT ... ... 1.65 ... ... 4.18 0.95 Velo3DWt VLD.WT ... ... 3.24 +0.09 ... 10.14 9.93 WorldQuantumGwthUn WQGA.UT ... ... 10.10 +0.02 ...
56.20 43.23 9.38 0.82 0.49 WorldQuantumWt WQGA.WT ... ... .64 +0.02 ...
20.68 11.90 Sibanye-Stillwater SBSW 9.9 3 13.31 –1.13 .8075 Sweetgreen SG ... ... 53.00 ... ... 6.26 TrecoraResources TREC ... dd 9.04 –0.08 ... 13.80 5.55 VelocityFinl VEL ... 14 13.00 +0.04 ...
111.80 24.92 SignetJewelers SIG .7 11 108.17 +5.14 .18 27.55 13.38 Switch SWCH .8 cc 27.16 +3.03 .0525 23.71 11.17 Tredegar TG 4.3 10 11.23 –1.61 .12 5.85 1.92 VenatorMaterials VNTR ... dd 2.73 –0.60 ... 70.72 40.78 WW Ent WWE .9 34 52.66 –3.25 .12
40.79 13.88 SignifyHealth SGFY ... dd 14.08 –2.20 ... 38.00 23.10 Sylvamo SLVM ... ... 31.70 –0.15 ... 55.50 33.90 TreeHouseFoods THS ... 65 37.44 +1.17 ... 61.09 45.40 Ventas VTR 3.5 98 51.35 –3.21 .45 75.45 47.43 WorthingtonInds WOR 2.1 12 54.04 –2.78 .28
34.83 5.00 SilverBowRscs SBOW ... dd 28.05 –0.22 ... 52.49 29.32 SynchronyFin SYF 1.8 7 47.88 –2.30 .22 4.83 0.60 TrepontAcqnI Wt TACA.WT ... ... .73 +0.02 ... 40.46 18.04 Veoneer VNE ... dd 35.41 +0.12 ... 89.48 53.58 WyndhamHtls WH 1.5 44 87.46 +2.33 .32
230.58 30.24 SilvergateCapital SI ... 81 219.75 +7.75 ... 50.51 30.35 SynovusFin SNV 2.7 11 48.44 –1.06 .33 11.49 10.10 TrepontAcqnI TACA.UT ... ... 10.28 –0.02 ... 158.99 17.79 Veritiv VRTV ... 19 138.99 –14.43 ...
25.50
11.66
16.06
9.82
Similarweb
SimonPropAcqn
SMWB
SPGS.UT
...
...
dd
...
19.72
9.96
+1.25
–0.02
...
...
86.73 68.90 Sysco SYY 2.5 56 74.17 –2.04 .47 10.75
135.59
9.68
72.52
TrepontAcqnI A
Trex
TACA
TREX
...
...
...
69
9.97
134.27
...
+4.50
...
...
61.95
12.07
50.67
3.52
Verizon
VermilionEnergy
VZ
VET
5.0
...
10
3
50.86
9.28
–1.48
–0.88
.64
...
XYZ
10.32
1.88
9.69
0.83
SimonPropA
SimonPropWt
SPGS
SPGS.WT
...
...
...
...
9.82
1.00
+0.04
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...
... T 26.62
14.71
16.59
5.49
TriPointe
TriconRes
TPH
TCN
...
1.7
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6
25.96
13.78
+0.38
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...
.058
24.70
28.80
10.41
17.88
Verso
Vertiv
VRS
VRT
1.7
.0
dd
69
23.53
26.98
–0.42
+0.27
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17.88
35.00
1.68
4.64
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XYF
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...
...
dd
dd
4.56
4.81
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...
...
171.12 79.26 SimonProperty SPG 4.0 30 166.74 +1.94 1.65 10.09 10.02 TrineIIAcqn TRAQ.UT ... ... 10.07 +0.02 ... 52.73 28.91 Viad VVI ... dd 48.13 +0.48 ... 90.78 58.28 XPO Logistics XPO ... 28 78.78 –1.07 ...
123.54 88.61 SimpsonMfg SSD .8 23 119.21 –0.56 .25 90.96 3.76 TAL Education TAL ... dd 5.16 +0.76 ... 109.40 69.43 TriNet TNET ... 24 105.76 –2.68 ... 15.79 9.50 VicariousSurgical RBOT ... dd 12.81 –0.05 ...
.6908 21.40 13.17 XeniaHotels XHR ... dd 17.21 –1.09 ...
11.50 8.36 SiriusPoint SPNT ... 3 8.52 –0.51 ... 55.34 40.11 TC Energy TRP 5.9 32 47.63 –2.02 33.77 21.39 TrinityIndustries TRN 3.0 dd 27.75 –1.09 .21 2.95 0.20 VicariousSurgicWt RBOT.WT ... ... 2.14 –0.31 ... 4.12 0.89 XinyuanRealEst XIN 18.0 ... .91 –0.17 .025
260.00 130.82 SiteOneLandscape SITE ... 51 248.52 +0.07 ... 10.23 9.80 TCW Spac TSPQ.UT ... ... 9.97 +0.02 ... 76.49 37.88 Trinseo TSE 2.5 5 51.56 –7.01 .32 76.00 39.79 Victoria'sSecret VSCO ... ... 55.43 +3.97 ...
10.00 9.50 TCW Spac A TSPQ ... ... 9.75 +0.02 ... 74.49 22.73 XPeng XPEV ... dd 46.89 –1.64 ...
51.75 29.52 SixFlags SIX ... 85 40.74 +0.16 ... 36.33 20.85 Triple-S Mgmt GTS ... 10 35.60 –0.05 ... 13.51 5.04 VinceHolding VNCE ... dd 10.19 –0.30 ... 24.73 9.87 XponentialFit XPOF ... ... 22.57 –1.03 ...
55.87 32.69 SkechersUSA SKX ... 19 47.79 +0.10 ... 1.02 0.56 TCW Spac Wt TSPQ.WT ... ... .75 ... ... 19.25 12.35 TriplePtVent TPVG 7.6 9 18.95 +0.11 .36 46.00 9.72 Vipshop VIPS ... 7 10.04 –2.87 ... 138.78 93.66 Xylem XYL .9 51 129.10 –1.43 .28
13.60 6.71 SkeenaRscs SKE ... dd 10.42 –1.22 ... 30.00 18.53 TDCX TDCX ... 48 22.97 –1.89 ... 10.01 9.87 TristarAcqnI TRIS.UT ... ... 10.01 +0.04 ... 62.80 14.27 VirginGalactic SPCE ... dd 17.25 –1.97 ... 45
108.82 59.20 Yeti YETI ... 103.22 +5.16 ...
12.88 8.56 Skillsoft SKIL ... dd 12.32 –0.30 ... 130.93 75.07 TD Synnex SNX .7 12 113.97 +1.57 .20 63.88 42.73 TritonIntl TRTN 4.3 10 60.28 –1.59 .65 10.62 9.54 VirginGroupII VGII.UT ... ... 10.10 +0.06 ... 5.86 3.25 YPF YPF ... dd 3.87 –0.43 ...
3.75 1.20 SkillsoftWt SKIL.WT ... ... 3.26 –0.09 ... 166.44 110.56 TE Connectivity TEL 1.2 24 165.25 +0.94 .50 24.53 10.53 TriumphGroup TGI ... dd 20.21 –1.52 ... 10.55 9.64 VirginGrpII A VGII ... ... 9.85 +0.04 ... 41.35 6.26 Yalla YALA ... cc 8.02 –0.36 ...
46.30 7.97 Skillz SKLZ ... dd 10.40 –2.10 ... 22.09 13.05 Tegna TGNA 1.8 8 21.02 –0.12 .095 26.33 11.79 Tronox TROX 1.7 15 23.24 –1.48 .10 1.55 0.80 VirginGrpII Wt VGII.WT ... ... 1.10 –0.07 ... 29
.26 6.16 3.82 YamanaGold AUY 2.8 4.32 –0.16 .03
82.73 29.24 SkylineChamp SKY ... 31 80.75 +4.76 ... 23.67 18.65 Telus TU 4.5 30 23.01 –0.11 32.91 17.47 TrueBlue TBI ... 19 26.31 –0.71 ... 8.24 3.36 VirnetX VHC ... dd 3.75 –0.38 ... 25.47 2.67 YatsenHolding YSG ... dd 3.00 –0.10 ...
15.14 9.74 SmartRent SMRT ... ... 10.09 –0.59 ... 39.91 26.92 TelusIntl TIXT ... cc 35.00 –0.69 ... 65.42 45.44 TruistFinl TFC 3.2 14 60.64 –2.06 .48 252.67 192.81 Visa V .7 36 200.86 –11.23 .375 43.86 26.30 Yelp YELP ... 76 36.62 –1.76 ...
85.65 50.41 Smartsheet SMAR ... dd 65.40 –7.43 ... 56.86 24.34 Ternium TX 7.6 2 38.02 –3.31 .80 12.29 6.75 TsakosEnergy TNP 2.6 dd 7.80 –0.68 .10 26.50 18.24 Vishay VSH 1.9 11 21.60 +0.58 .10 20.23 10.76 Yext YEXT ... dd 10.84 –0.98 ...
83.60 52.08 SmithAO AOS 1.4 29 82.46 +0.37 .28 120.50 49.58 TFI Intl TFII .8 19 108.83 –5.27 .23 20.11 7.50 TufinSoftware TUFN ... dd 9.55 –0.76 ... 39.71 27.90 VishayPrecision VPG ... 35 37.00 –1.23 ... 6.80 2.90 YirenDigital YRD ... dd 3.40 –0.28 ...
46.10 33.49 Smith&Nephew SNN 2.1 28 34.63 –0.96 .288 14.85 9.81 TIM TIMB 2.5 10 11.95 –0.07 .24 38.59 15.77 Tupperware TUP ... 87 15.85 –2.55 ... 7.00 2.39 VistaOil&Gas VIST ... cc 5.33 –0.69 ... 42.17 7.02 Youdao DAO ... dd 15.02 –0.24 ...
140.65 110.53 Smucker SJM 3.2 17 124.31 –2.79 .99 76.94 60.52 TJX TJX 1.5 34 71.02 +2.22 .26 6.10 3.97 TurkcellIletism TKC 7.5 6 4.07 –0.29 .1175 48.75 18.75 VistaOutdoor VSTO ... 7 47.17 +2.38 ... 11.40 9.55 YucaipaAcqnA YAC ... dd 9.95 –0.02 ...
83.34 42.22 Snap SNAP ... dd 51.32 –2.38 ... 10.50 9.79 TLG Acqn One TLGA.UT ... ... 9.99 +0.06 ... 61.08 37.01 TurningPoint TPB .6 14 37.40 –4.27 .055 24.20 15.47 Vistra VST 3.0 dd 20.05 +0.40 .15 2.77 0.76 YucaipaAcqnWt YAC.WT ... ... 1.49 +0.18 ...
259.99 165.56 SnapOn SNA 2.6 15 215.65 –5.60 1.42 9.90 9.50 TLGAcqnOneA TLGA ... ... 9.76 +0.01 ... 21.89 9.50 TurquoiseHill TRQ ... 5 14.01 +1.53 ... 0.84 0.10 VistraWt VST.WTA ... ... .16 +0.01 ... 135.77 101.18 YumBrands YUM 1.6 24 126.96 +1.74 .50
429.00 184.71 Snowflake SNOW ... dd 392.15 +5.65 ... 1.00 0.47 TLGAcqnOneWt TLGA.WT ... ... .68 +0.09 ... 20.24 12.08 TutorPerini TPC ... 7 14.15 –1.40 ... 25.10 8.18 VivintSmartHome VVNT ... dd 11.91 +2.15 ... 69.67 52.53 YumChina YUMC .9 35 53.49 –1.18 .12
19.47 10.20 SocialCapHedIV IPOD.UT ... ... 10.83 –0.17 ... 37.36 10.05 TPGPaceBenFin TPGY.UT ... ... 11.05 –0.45 ... 27.65 5.21 Tuya TUYA ... ... 5.26 –1.40 ... 172.00 119.51 VMware VMW ... 25 120.55 –4.99 ... 62.20 11.34 ZimIntShipping ZIM 17.5 3 57.17 +6.96 2.50
6.68 1.35 SocialCapHedosIVWt IPOD.WT ... ... 2.11 –0.02 ... 34.28 9.76 TPGPaceBenA TPGY ... dd 10.62 –0.11 ... 457.30 275.60 Twilio TWLO ... dd 285.00 –19.16 ... 60.00 31.93 VoceraComm VCRA ... dd 58.69 +1.75 ... 38.96 25.23 ZTO Express ZTO .0 41 32.61 +3.61 .24
18.31 9.82 SocialCapHedIV A IPOD ... 34 10.34 –0.12 ... 12.00 1.27 TPGPaceBenWt TPGY.WT ... ... 1.95 –0.20 ... 10.21 9.77 TwinRidgeCap TRCA.UT ... ... 10.02 +0.07 ... 18.33 6.63 Volta VLTA ... dd 10.96 –1.75 ... 166.60 92.00 Zendesk ZEN ... dd 97.21 –6.62 ...
19.35 10.03 SocialCapHedVI IPOF.UT ... ... 10.82 –0.53 ... 10.83 9.65 TPGPaceBenII YTPG ... ... 10.00 +0.11 ... 10.20 9.62 TwinRidgeCapA TRCA ... ... 9.81 +0.03 ... 6.16 1.16 VoltaWt VLTA.WT ... ... 3.29 –0.77 ... 20.25 7.52 ZeppHealth ZEPP ... 14 7.71 –1.50 ...
17.81 9.77 SocialCapHedVI A IPOF ... dd 10.26 –0.40 ... 10.50 9.79 TPG Pace Solns TPGS ... ... 10.04 –0.06 ... 1.60 0.56 TwinRidgeCapWt TRCA.WT ... ... .84 +0.12 ... 37.08 29.87 Vontier VNT .3 13 33.95 +0.34 .025 11.14 5.27 ZetaGlobal ZETA ... ... 8.44 –1.04 ...
6.97 1.20 SocialCapHedVI Wt IPOF.WT ... ... 2.10 –0.39 ... 14.55 9.58 TPG RE Fin TRTX 7.4 30 12.98 –0.28 .24 80.75 43.45 Twitter TWTR ... dd 48.40 –3.85 ... 50.91 35.02 VornadoRealty VNO 4.8 dd 44.24 –1.29 .53 17.50 7.72 ZeviaPBC ZVIA ... ... 7.93 –2.09 ...
1.25 0.77 SocialLvgI Wt SLAC.WT ... ... .88 –0.05 ... 11.65 8.68 TailwindAcqnA TWND ... dd 9.85 –0.01 ... 10.03 9.66 twoA TWOA ... ... 9.80 –0.06 ... 70.98 54.46 VoyaFinancial VOYA 1.2 4 65.27 –1.65 .20 20.52 1.40 ZhangmenEducation ZME ... dd 1.47 –0.21 ...
11.20 9.80 SocialLvgI SLAC.UT ... ... 9.94 –0.06 ... 2.75 0.50 TailwindAcqnWt TWND.WT ... ... .64 +0.02 ... 8.15 5.94 TwoHarbors TWO 11.2 6 6.07 –0.19 .17 210.16 134.53 VulcanMatls VMC .8 40 196.15 –6.13 .37 13.85 6.81 Zhihu ZH ... ... 7.91 –1.40 ...
10.28 9.61 SocialLvgI A SLAC ... ... 9.76 –0.01 ... 10.67 9.74 TailwindIntlAcqn TWNI.UT ... ... 9.92 –0.01 ... 557.55 372.80 TylerTech TYL ... cc 547.88 –2.31 ... 13.72 9.96 VyGlblGrowth VYGG.UT ... ... 10.18 –0.04 ... 180.36 127.13 ZimmerBiomet ZBH .7 33 128.81 –3.57 .24
67.48 40.53 SOQUIMICH SQM .6 89 62.67 –3.34 .2044 10.15 9.60 TailwindIntlA TWNI ... ... 9.76 ... ... 85.61 60.52 TysonFoods TSN 2.3 13 81.51 +0.28 .46 12.74 9.63 VyGlblGrowthA VYGG ... cc 9.87 –0.03 ... 32.90 19.32 ZipRecruiter ZIP ... cc 31.23 +0.23 ...
15.08 6.51 SolarisOilfield SOI 6.3 dd 6.62 –1.01 .105 1.03 0.48 TailwindIntlWt TWNI.WT ... ... .70 –0.04 ... 5.05 1.01 VyGlblGrowthWt VYGG.WT ... ... 1.58 –0.10 ... 228.33 141.41 Zoetis ZTS .4 55 226.43 +9.58 .25
24 10.60 9.74 TailwindTwo TWNT.UT ... ... 10.30 +0.06 ...
U
25.66 14.74 SolarWinds SWI ... 15.41 –1.31 ... 23.25 11.15 Zuora ZUO ... dd 22.09 –0.55 ...
16.50 ...
W
23.39 SoloBrands DTC ... ... 17.26 –3.77 ... 10.10 9.62 TailwindTwoA TWNT ... 9.93 +0.01 ... 38.32 17.64 ZurnWaterSolns ZWS .3 36 37.90 +0.44 .03
11.16 8.53 Sonendo SONX ... ... 10.93 +0.90 ... 1.49 0.55 TailwindTwoWt TWNT.WT ... ... 1.13 –0.02 ... 59.03 18.25 Zymeworks ZYME ... dd 19.81 –0.34 ...
58.00 37.24 SonicAutomotive SAH 1.0 7 46.77 –4.23 .12 142.20 95.30 TaiwanSemi TSM 1.2 32 124.26 +5.57 .3911 18.67 13.53 UBS Group UBS 2.1 8 17.49 –0.61 .37
55.17 9.49 SonidaSrLiving SNDA ... 1 30.75 –2.79 ... 19.97 13.81 TakedaPharm TAK 5.2 10 14.01 –0.41 .3921 57.06 36.11 UDR UDR 2.6 cc 56.15 +0.25 .3625 5.14 1.71 W&T Offshore WTI ... dd 3.56 –0.44 ...
69.83 56.98 SonocoProducts SON 2.9 dd 61.11 –0.89 .45 18.93 7.67 TalosEnergy TALO ... dd 9.65 –0.85 ... 48.55 33.86 UGI UGI 3.1 10 43.90 –0.92 .345 99.86 80.55 WEC Energy WEC 3.0 22 90.52 +1.77 .6775 NYSE ARCA
125.76 88.86 Sony SONY .0 19 125.24 +2.34 .2441 22.51 8.89 Tanger SKT 3.5 dd 20.99 +0.89 .1825 110.00 98.72 UGI Un UGIC .0 23 102.01 –2.49 1.8125 234.64 135.42 WEX WEX ... dd 136.14 –14.31 ...
29.24 20.48 SoJerseyInd SJI 5.0 15 24.23 +0.08 .3025 49.67 27.66 Tapestry TPR 2.2 16 45.99 +0.46 .25 25.70 14.08 UMH Prop UMH 3.2 37 23.40 +0.28 .19 91.03 66.20 WNS WNS ... 39 89.65 +1.01 ... 13.57 8.45 EmpireStateReal250 FISK 1.3 ... 10.69 +0.39 .035
59.86 47.22 SouthJerseyUn SJIV 8.5 ... 53.12 –0.17 1.0938 58.18 22.81 TargaResources TRGP .7 45 53.55 –0.67 .10 59.32 36.99 Unitil UTL 3.7 18 41.26 –0.83 .38 82.37 65.75 W.P.Carey WPC 5.4 31 77.43 –0.23 1.052 13.00 8.23 EmpireStateReal60 OGCP 1.4 ... 9.91 –0.76 .035
67.54 56.69 Southern SO 4.2 22 62.67 +0.78 .66 268.98 166.83 Target TGT 1.4 20 250.70 –9.32 .90 17.83 11.38 USA Compression USAC 13.9 dd 15.09 –0.71 .525 75.51 48.14 WPP WPP 2.5 dd 73.80 –0.65 .8714 13.05 8.54 EmpireStateRealES ESBA 1.4 ... 9.87 –0.67 .035
53.99 48.15 SouthernUnSeriesA SOLN 6.6 ... 51.13 +0.23 .8438 80.00 54.00 TaroPharm TARO ... cc 54.01 –2.66 ... 39.96 28.53 US Cellular USM ... 20 30.53 –2.35 ... 20.55 13.04 WabashNational WNC 1.8 30 18.18 –0.03 .08 58.69 28.92 US Oil Fund USO ... ... 53.78 –2.20 ...
83.29 54.92 SoCopper SCCO 5.4 15 59.68 –2.78 1.00 35.38 11.01 TataMotors TTM ... dd 33.45 –0.12 ... 8.27 3.27 USD Partners USDP 8.5 6 5.60 –0.45 .1185 97.71 70.40 Wabtec WAB .5 40 95.36 –1.75 .12 22.79 11.09 USBrentOilFd BNO ... ... 20.87 –0.93 ...
64.75 43.72 SouthwestAir LUV ... dd 46.83 –1.59 ... 34.05 22.64 TaylorMorrison TMHC ... 9 33.50 +0.98 ... 42.10 29.83 US Foods USFD ... cc 33.16 –0.84 ... 154.07 76.64 Walker&Dunlop WD 1.3 18 151.60 +3.25 .50 44.32 19.93 USGasolineFd UGA ... ... 39.47 –2.03 ...
73.54 57.00 SouthwestGas SWX 3.4 17 69.94 +0.37 .595 13.84 1.39 Team TISI ... dd 1.61 +0.15 ... 11.74 9.81 USHG Acqn HUGS.UT ... ... 11.08 –0.04 ... 27.50 7.28 Wallbox WBX ... ... 15.00 –1.57 ... 22.10 8.22 US NatGas UNG ... ... 16.73 +0.66 ...
5.96 2.73 SouthwesternEner SWN ... dd 4.81 –0.40 ... 10.70 5.89 TechnipFMC FTI ... 22 6.23 –0.66 ... 10.94 9.60 USHG Acqn A HUGS ... ... 10.36 –0.07 ... 6.40 0.80 WallboxWt WBX.WT ... ... 3.73 –0.99 ... 15.55 7.24 US12mthNtlGas UNL ... ... 13.80 +0.43 ...
11.08 9.81 SpartanAcqnIII SPAQ.UT ... ... 10.38 +0.06 ... 29.92 14.94 TeckRscsB TECK .6 19 26.10 –2.42 .0399 2.50 0.70 USHG Acqn Wt HUGS.WT ... ... 2.25 +0.07 ... 153.66 126.28 Walmart WMT 1.5 40 142.39 –5.37 .55 29.78 15.24 US12moOilFd USL ... ... 27.50 –1.02 ...
10.00 9.67 SpartanAcqnIII A SPAQ ... dd 9.96 –0.02 ... 4.17 2.10 Teekay TK ... 78 3.40 –0.17 ... 143.67 88.34 US PhysTherapy USPH 1.7 38 91.08 –8.66 .38 1.53 0.87 WarburgPinI-A Wt WPCA.WT ... ... 1.04 +0.06 ... 35.35 33.78 VanEckGreenMtls GMET ... ... 34.17 –0.89 ...
Nasdaq Issues
Nasdaq Issues includes stocks traded on the Nasdaq Global Select and Nasdaq Global Market tiers. They are eligible for inclusion on the basis of SEC-approved market 52-Week Tick Div 52-Week Tick Div
value of publicly-held shares, trading volume, price and number of market-makers. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
3.55 0.70 CipherMiningWt CIFRW ... ... 2.39 –0.22 ...
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. C 103.25
60.27
71.11
40.92
CirrusLogic
CiscoSystems
CRUS
CSCO
...
2.8
20
21
81.67
53.25
+2.87
–3.57
...
.37
111.44 31.99 CitiTrends CTRN ... 13 90.92 +5.60 ...
14.76 5.61 AltisourcePortf ASPS ... dd 13.00 +0.09 ... 18.98 5.85 AuroraCannabis ACB ... dd 7.04 –1.46 ... 4.92
A 68.07 50.12 AltraIndlMotion AIMC .5 27 59.51 +0.18 .08 17.77 9.50 AuroraInnov AUR ... ... 17.11 +7.11 ...
14.69
55.00 35.50
Cadiz
C&F Fin
CDZI
CFFI
...
3.3
dd
6
5.04
49.21
–0.79
–3.19
...
.40
14.81
27.88
8.71
17.00
CtznCmntyBcp
CitizensHolding
CZWI
CIZN
1.7
5.3 13
8 13.70
18.26
–0.07
–0.24
.23
.24
91.00 36.02 AltusMidstream ALTM 9.4 12 63.54 –0.78 1.50 6.20 1.14 AuroraInnovWt AUROW ... ... 5.65 +3.30 ... 25.00 17.76 CB FinSvcs CBFV 4.0 17 23.79 –0.36 .24 145.19 83.61 CitrixSystems CTXS 1.7 34 85.10 –4.58 .37
81.25 59.22 AAON AAON .5 58 77.42 –0.07 .19 20.22 12.57 AmalgamFin AMAL 1.8 11 17.96 –1.17 .08 11.00 1.44 AuroraMobile JG ... dd 1.47 –0.03 ... 33.29 21.94 CBTX CBTX 1.7 16 29.95 –0.15 .13 88.49 65.11 CityHolding CHCO 2.9 15 80.80 –1.38 .58
57.46 15.68 AcadiaPharm ACAD ... dd 19.15 –1.50 ... 9.25 3.84 Amarin AMRN ... dd 3.90 –0.16 ... 344.39 251.60 Autodesk ADSK ... 55 322.52 –6.80 ... 55.51 39.71 CDK Global CDK 1.5 5 40.17 –2.07 .15 32.36 14.08 Clarus CLAR .4 49 28.27 –0.08 .025
43.23 28.97 ACI Worldwide ACIW ... 46 32.91 –2.24 ... 3773.08 2881.00 Amazon.com AMZN ... 72 3676.57 +151.42 ... 12.23 4.60 AutolusTherap AUTL ... dd 6.22 –0.68 ... 203.82 125.46 CDW CDW 1.0 28 196.06 +4.98 .50 31.24 3.43 ClarusTherap CRXT ... 10 4.39 –0.28 ...
12.61 4.81 AC Immune ACIU ... dd 5.47 –0.43 ... 207.00 64.55 Ambarella AMBA ... dd 188.69 –6.76 ... 239.26 159.31 ADP ADP 1.7 38 237.91 +6.98 1.04 83.95 36.92 CEVA CEVA ... dd 48.19 +0.37 ... 2.02 0.45 ClarusTherapWt CRXTW ... ... .45 –0.09 ...
144.81 60.84 ACM Research ACMR ... 69 96.20 –9.44 ... 82.38 63.26 Amdocs DOX 2.0 14 72.75 –1.14 .36 11.59 6.03 AvadelPharm AVDL ... dd 9.78 –1.28 ... 51.21 27.25 C4 Therap CCCC ... dd 38.45 –3.38 ... 19.79 3.15 CleanEnerFuels CLNE ... dd 7.64 –0.99 ...
37.77 16.15 ACV Auctions ACVA ... dd 21.65 +1.50 ... 325.12 137.82 Amedisys AMED ... 26 169.85 –12.94 ... 10.20 10.00 AvalonAcqn AVACU ... ... 10.16 +0.05 ... 104.35 84.67 CH Robinson CHRW 2.1 17 96.27 +1.78 .51 72.00 22.52 Clearfield CLFD ... 45 66.92 –3.33 ...
3.11 1.01 ADMA Biologics ADMA ... dd 1.53 –0.13 ... 31.92 12.60 AmerantBncpA AMTB ... 21 31.33 +1.41 ... 13.00 6.40 AveannaHealth AVAH ... ... 7.38 –1.46 ... 10.38 9.99 CIIGCapitalPtrsII CIIGU ... ... 10.20 –0.01 ... 7.73 1.60 ClearsideBiomed CLSD ... dd 4.37 –0.52 ...
25.50 19.75 AFC Gamma AFCG 6.6 23 23.78 –1.24 .38 769.90 399.80 Amerco UHAL .0 17 742.86 +3.66 .50 17.90 7.22 AvePoint AVPT ... dd 7.35 –1.86 ... 9.99 9.75 CIIGCapPtrsII CIIG ... ... 9.89 +0.02 ... 28.85 5.54 CloverHealth CLOV ... dd 5.75 –1.41 ...
18.84 15.07 AGNC Invt AGNC 9.0 6 15.98 –0.06 .12 7.11 3.75 AmerFirstMultifam ATAX 6.7 16 6.60 –0.14 .11 5.47 1.56 AvePointWt AVPTW ... ... 1.72 –0.60 ... 1.00 0.50 CIIGCapPtrsIIWt CIIGW ... ... .88 +0.08 ... 11.10 3.34 ClovisOncology CLVS ... dd 3.38 –0.56 ...
2.78 0.93 ALJ Regional ALJJ ... dd 1.15 +0.02 ... 26.09 12.46 AmerAirlines AAL ... dd 19.28 –1.01 ... 43.76 14.60 AviatNetworks AVNW ... 6 30.13 –2.11 ... 17.29 6.50 CimComm CMCT 4.2 dd 7.19 –0.61 .075 47.37 18.60 CoastalFinl CCB ... 24 46.51 +2.54 ...
10.09 10.00 ALSPOrchidAcqnIUn ALORU ... ... 10.09 ... ... 91.49 74.80 AEP AEP 3.7 17 83.38 +1.36 .78 40.48 11.58 AvidTechnology AVID ... 49 35.36 +1.60 ... 19.78 2.66 CLPS CLPS ... 7 2.85 –0.34 ... 562.42 252.14 CocaColaCon COKE .2 22 559.67 +48.78 .25
117.45 36.72 AlxOncology ALXO ... dd 38.27 –7.66 ... 52.00 45.25 AmerElecPwrUn AEPPL 6.2 ... 49.38 +0.57 .7656 36.02 17.58 AvidityBio RNA ... dd 28.01 +3.17 ... 198.61 119.19 CMC Materials CCMP 1.3 dd 144.08 –0.86 .46 63.04 42.30 Coca-ColaEuro CCEP 3.1 32 51.79 –4.41 1.62
83.63 28.96 AMC Networks AMCX ... 6 43.37 –3.32 ... 54.09 44.71 AmerElecPwrUn AEPPZ 6.1 ... 50.32 +0.59 .7656 27.44 20.39 AvidXchange AVDX ... dd 26.57 +0.62 ... 230.89 164.98 CME Group CME 1.6 33 223.31 –1.54 .90 25.70 7.03 CodexDNA DNAY ... ... 7.08 –1.21 ...
67.10 53.50 Amerisafe AMSF 2.1 12 54.26 –2.40 .29 10.69 7.15 AmericanFin AFIN 10.2 dd 8.30 –0.21 .2125 545.11 34.41 AvisBudget CAR ... 23 286.30 +19.27 ... 27.87 19.59 CNB FinPA CCNE 2.5 10 27.59 +0.09 .175 42.01 16.32 Codexis CDXS ... dd 37.22 –0.06 ...
80.93 25.08 A-MarkPrecMet AMRK .0 4 67.04 –8.10 2.00 40.34 25.86 AmNtlBcsh AMNB 3.0 10 37.91 –0.57 .28 45.43 28.39 Avnet AVT 2.5 12 38.96 –0.86 .24 61.69 28.58 CompassPath CMPS ... dd 31.07 –4.32 ... 37.85 8.10 CodiakBioSci CDAK ... dd 13.94 –0.54 ...
60.23 26.10 ANI Pham ANIP ... dd 43.54 –2.02 ... 195.89 82.10 AmericanNatl ANAT 1.7 7 189.30 –0.35 .82 6.52 2.65 Aware AWRE ... dd 3.04 –0.21 ... 38.92 3.52 CPI Card PMTS ... 12 23.62 –0.46 ... 23.30 15.29 CodorusValleyBncp CVLY 2.7 13 22.51 –0.69 .15
413.89 292.79 Ansys ANSS ... 76 402.52 +10.70 ... 36.62 13.52 AmOutdoorBrands AOUT ... 17 24.57 +0.33 ... 65.16 26.00 AxcelisTechs ACLS ... 28 62.56 +1.15 ... 116.71 43.00 CRA Intl CRAI 1.0 20 104.37 +0.62 .31 13.90 5.83 CogentBio COGT ... dd 9.80 –0.70 ...
31.14 11.16 APA APA 1.9 17 26.00 –3.45 .125 39.19 23.55 AmericanPubEdu APEI ... 24 23.69 –1.47 ... 6.84 2.75 AxcellaHealth AXLA ... dd 2.93 –0.04 ... 220.20 81.92 CRISPR Therap CRSP ... 17 82.44 –6.49 ... 80.50 56.32 CogentComm CCOI 4.1 cc 77.77 +0.04 .83
24.66 10.62 ARKRestaurants ARKR ... 15 17.21 +0.59 ... 33.27 15.74 AmerSoftware AMSWA 1.8 94 25.05 –6.40 .11 212.37 115.57 AxonEnterprise AXON ... dd 181.94 +11.53 ... 54.83 42.24 CSG Systems CSGS 1.9 25 52.49 –0.11 .25 101.82 70.86 Cognex CGNX .3 49 79.97 –3.05 .065
895.93 420.75 ASML ASML .4 54 857.17 +5.54 2.0843 31.78 11.25 AmerSupercond AMSC ... dd 14.30 –1.74 ... 79.81 41.13 Axonics AXNX ... dd 60.11 –0.70 ... 2.35 0.79 CSI Compressco CCLP 2.9 dd 1.37 –0.10 .01 13.80 9.64 CognitionTherap CGTX ... ... 10.31 –1.43 ...
25.37 6.96 AST Space ASTS ... dd 11.71 –1.14 ... 108.81 64.08 AmericanWoodmark AMWD ... 27 71.39 –3.11 ... 87.24 19.38 AxsomeTherap AXSM ... dd 35.80 –3.46 ... 14.33 7.11 CSP CSPI ... dd 8.61 –0.69 ... 82.84 66.19 CognizantTech CTSH 1.2 23 81.99 +0.01 .24
9.43 0.95 AST Space Wt ASTSW ... ... 4.68 –0.70 ... 177.45 100.61 AmerCarMart CRMT ... 7 111.38 –14.81 ... 28.68 7.74 AyalaPharm AYLA ... dd 10.00 –1.15 ... 145.50 102.90 CSW Industrials CSWI .4 43 138.01 –4.48 .15 38.00 19.66 CognyteSoftware CGNT ... ... 21.43 –0.60 ...
19.75 1.13 ATA Creativity AACG ... dd 1.77 –0.44 ... 59.85 32.93 AmerisBancorp ABCB 1.2 9 51.58 –2.20 .15 18.20 5.07 AziyoBiologics AZYO ... dd 5.80 –0.45 ... 36.45 27.70 CSX CSX 1.0 23 36.08 +0.85 .0933 270.99 118.57 Coherent COHR ... dd 256.92 –2.08 ...
22.91 10.94 ATAI Life ATAI ... ... 11.65 –3.27 ... 5.34 3.00 AmeriServFin ASRV 2.7 11 3.75 –0.06 .025 25.00 18.07 CVB Fin CVBF 3.5 13 20.62 –0.03 .18 22.22 12.21 CoherusBioSci CHRS ... dd 18.51 –0.11 ...
52.65
18.24
40.77
4.95
ATN Intl
AveoPharma
ATNI
AVEO
1.6
...
dd
dd
41.89
6.78
–1.30
–0.62
.17
...
276.69
25.39
200.47
8.60
Amgen
AmicusTherap
AMGN
FOLD
3.4
...
21
dd
206.08
11.34
–5.31
...
1.76
... B 16.38
10.18
7.00
9.96
CabalettaBio
CactusAcqn1
CABA
CCTSU
...
...
dd
...
11.98
10.09
–0.76
+0.04
...
...
51.86
429.54
26.52
208.00
Cohu
CoinbaseGlbl
COHU
COIN
...
...
11
28
36.81
332.55
+0.55
–10.43
...
...
20.07 4.18 AVROBIO AVRO ... dd 4.26 –1.06 ... 29.50 13.49 AmkorTech AMKR .8 11 25.26 +1.96 .05 190.09 109.20 CadenceDesign CDNS ... 76 188.12 +6.68 ... 26.91 17.67 CollegiumPharm COLL ... 7 18.85 –0.63 ...
15.84 6.53 AXT AXTI ... 28 8.81 –0.30 ... 21.70 16.91 AmphastarPharm AMPH ... 29 20.51 –0.79 ... 19.75 4.29 BBQ Holdings BBQ ... 7 13.90 +0.10 ... 119.81 63.07 CaesarsEnt CZR ... dd 95.40 –10.60 ... 150.64 84.02 ColliersIntl CIGI .1 dd 145.11 +0.58 .05
24.69 17.14 Abcam ABCM ... cc 22.81 –0.29 ... 15.44 9.55 AmrytPharma AMYT ... dd 11.59 +0.50 ... 16.15 10.15 BCB Bancorp BCBP 4.2 9 15.19 +0.11 .16 19.80 10.55 Caesarstone CSTE 3.3 22 12.29 –0.22 .10 24.26 7.25 Collplant CLGN ... 82 18.94 –2.71 ...
71.91 13.18 AbCelleraBio ABCL ... 22 15.80 +0.78 ... 15.78 5.41 AmtechSystems ASYS ... dd 11.03 –4.40 ... 7.65 2.60 BELLUS Health BLU ... dd 6.26 –0.76 ...
43.24 33.85 Cal-MaineFoods CALM .4 cc 36.80 +0.44 .034 19.59 12.88 ColonyBankcorp CBAN 2.2 10 18.53 +0.02 .1025
387.40 254.41 Abiomed ABMD ... cc 339.99 –20.90 ... 23.42 2.26 Amyris AMRS ... dd 7.26 –0.74 ... 6.52 3.52 BGC Partners BGCP .9 38 4.65 –0.35 .01 50.68 31.41 ColumbiaBanking COLB 3.5 11 34.04 –1.96 .30
190.00 132.84 AnalogDevices ADI 1.5 41 188.80 +4.01 .69 63.42 32.12 BJsRestaurants BJRI ... dd 32.45 –2.54 ... 14.51 8.82 CalAmp CAMP ... dd 10.01 ... ...
31.53 9.62 Absci ABSI ... dd 11.05 –0.13 ... 85.40 33.25 CalavoGrowers CVGW 2.7 cc 42.66 +1.06 1.15 19.75 14.17 ColumbiaFin CLBK ... 22 18.98 –0.33 ...
21.20 9.21 AbsoluteSftwr ABST 2.8 dd 9.26 –0.92 .0639 37.89 17.72 AnaptysBio ANAB ... cc 30.80 –1.95 ... 110.75 66.76 BOK Fin BOKF 2.0 11 105.99 –1.50 .53
19.88 11.96 CaliforniaBncp CALB ... 13 19.29 –0.01 ... 114.98 81.76 ColumbiaSportswr COLM 1.0 23 103.27 –2.96 .26
9.09 3.48 AcaciaResearch ACTG ... dd 5.34 –0.17 ... 31.50 4.51 AnavexLifeSci AVXL ... dd 20.24 –2.15 ... 45.36 22.79 BRP Group BRP ... dd 38.68 –2.18 ... 57.06 35.50 ColumbusMcKinn CMCO .5 53 49.19 –2.87 .06
6.19 0.81 CalitheraBiosci CALA ... dd .92 –0.06 ...
50.97 15.46 AcademySports ASO ... 9 50.14 +3.04 ... 38.75 21.07 Andersons ANDE 1.9 14 36.56 –1.13 .175 102.96 48.76 BRP DOOO .5 11 87.57 –2.62 .1026
36.65 14.96 CalliditasTherap CALT ... dd 18.70 +1.73 ... 61.80 48.15 Comcast A CMCSA 1.9 17 51.91 –1.59 .25
68.65 41.68 AcadiaHealthcare ACHC ... 26 61.92 –2.81 ... 19.17 9.79 Angi ANGI ... dd 9.99 –0.99 ... 81.57 33.00 B RileyFin RILY 3.2 4 78.97 +0.88 1.00 83.06 62.28 CommerceBcshrs CBSH 1.5 16 72.31 –1.28 .2625
32.00 12.23 AngioDynamics ANGO ... dd 28.52 –1.22 ... 19.76 8.29 BTRS BTRS ... dd 8.53 –0.26 ... 14.80 2.96 CalumetSpecialty CLMT ... dd 14.27 +0.02 ...
189.99 108.82 AcceleronPharma XLRN ... dd 178.75 +5.64 ... 12.43 2.34 Calyxt CLXT ... dd 3.36 –0.22 ... 13.61 6.31 CommVehicle CVGI ... 18 9.15 +0.11 ...
65.25 30.35 Accolade ACCD ... dd 30.73 –5.65 ... 26.30 3.71 AngionBiomed ANGN ... dd 4.10 –0.34 ... 36.50 18.23 Backblaze BLZE ... dd 27.05 +5.01 ... 22.18 9.25 CommScope COMM ... dd 9.68 –0.45 ...
66.40 21.26 CambiumNtwks CMBM ... 17 27.61 –2.31 ...
10.20 10.05 AccretionAcqn ENERU ... ... 10.18 ... ... 48.37 32.30 AnikaTherap ANIK ... dd 40.07 +1.33 ... 354.82 132.26 Baidu BIDU ... 25 151.77 –18.80 ...
50.94 34.33 CamdenNational CAC 3.0 10 47.99 –1.92 .36 11.45 3.52 CommsSystems JCS .0 dd 3.53 –0.30 3.50
6.02 3.46 Accuray ARAY ... dd 5.43 –0.42 ... 38.01 13.80 Annexon ANNX ... dd 14.15 –2.30 ... 170.19 101.29 Balchem BCPC .3 59 167.43 +2.17 .58
49.60 17.92 Camtek CAMT ... 36 44.69 –3.46 ... 47.53 33.36 CmntyTrBcp CTBI 3.6 9 44.36 –0.74 .40
2.94 0.66 AcelRxPharm ACRX ... dd .72 –0.08 ... 12.09 1.36 AnPacBioMed ANPC ... ... 1.67 –0.04 ... 42.28 12.78 BallardPower BLDP ... dd 16.27 –2.00 ...
39.10 3.18 Canaan CAN ... cc 9.73 –0.63 ... 14.62 8.16 CommWestBcshs CWBC 2.2 9 12.83 –0.10 .07
0.49 0.32 AchariVenturesIWt AVHIW ... ... .45 ... ... 10.11 10.05 AnthemisDigital I ADALU ... ... 10.10 +0.03 ... 77.38 53.29 BancFirst BANF 2.2 13 66.32 –1.31 .36
67.39 31.40 CanadianSolar CSIQ ... 52 40.88 +1.51 ... 84.22 45.92 CommVaultSys CVLT ... cc 63.67 –3.40 ...
10.28 10.02 AchariVenturesI AVHIU ... ... 10.24 +0.15 ... 73.00 27.50 ApellisPharm APLS ... dd 43.93 +0.43 ... 196.70 68.72 Bandwidth BAND ... dd 68.81 –11.29 ... 9.98 9.81 CompassDigital CDAQU ... ... 9.90 +0.01 ...
14.78 5.51 CandelTherap CADL ... ... 10.87 –0.17 ...
9.89 9.82 AchariVenturesI AVHI ... ... 9.89 ... ... 48.50 25.80 ApogeeEnt APOG 1.7 cc 46.67 –1.04 .20 48.16 27.33 BankOZK OZK 2.5 11 46.28 –1.02 .29
24.90 5.75 Canoo GOEV ... dd 10.02 +1.43 ... 15.16 4.62 Compugen CGEN ... dd 4.71 –1.16 ...
18.95 4.90 AchillesTherap ACHL ... ... 4.96 –1.22 ... 10.39 2.55 ApolloEnd APEN ... dd 8.75 –0.89 ... 31.31 21.26 BankofPrinceton BPRN 2.4 10 30.09 –0.25 .18
7.33 1.19 CanooWt GOEVW ... ... 3.00 +0.58 ... 37.62 26.22 ComputerPrograms CPSI ... 26 29.00 –2.93 ...
30.38 3.06 AclarisTherap ACRS ... dd 13.79 –1.12 ... 15.27 10.40 ApolloInv AINV 9.5 6 13.08 –0.10 .05 27.28 11.50 Bank7 BSVN 1.7 10 25.59 –0.41 .11 11.68 6.04 ComputerTask CTG ... 18 8.51 +0.08 ...
186.59 110.22 AppFolio APPF ... cc 124.00 –3.23 ... 12.79 7.84 BankFinancial BFIN 3.6 21 11.08 –0.22 .10 56.50 11.31 CanopyGrowth CGC ... dd 12.18 –3.09 ...
8.66 3.27 AcordaTherap ACOR ... dd 3.47 –0.17 ... 13.25 7.75 Cantaloupe CTLP ... dd 9.66 –0.39 ... 5.25 2.03 comScore SCOR ... dd 3.75 +0.06 ...
104.53 60.90 ActivisionBliz ATVI .8 18 62.38 –7.31 .47 42.90 5.08 AppHarvest APPH ... dd 5.41 –1.09 ... 32.00 18.01 BankwellFin BWFG 2.3 13 31.08 –0.16 .18 30.40 16.79 ComtechTel CMTL 1.6 dd 25.75 –1.16 .10
9.64 18.58 0.95 AppHarvestWt APPHW ... ... 1.28 –0.16 ... 63.00 41.12 Banner BANR 2.7 11 61.16 –0.52 .41 18.00 11.10 CanterburyPark CPHC ... 15 16.41 +0.41 ...
191.35
26.98 AcumenPharm ABOS ... ... 9.86 –3.09 ... 28.16 11.60 CapitalBancorp CBNK .7 10 27.00 –0.85 .05 80.00 Concentrix CNXC .5 28 186.22 +4.11 .25
34.35 3.40 AcutusMedical AFIB ... dd 3.61 –0.03 ... 260.00 75.45 Appian APPN ... dd 76.80 –12.88 ... 57.00 16.25 Baozun BZUN ... 22 16.84 –1.58 ...
28.98 21.42 CapitalCityBank CCBG 2.3 13 27.70 –0.61 .16 13.50 2.64 ConcertPharm CNCE ... dd 3.96 –0.04 ...
31.83 9.34 Adagene ADAG ... ... 9.76 –1.24 ... 161.02 112.59 Apple AAPL .5 29 160.55 +10.56 .22 86.82 62.30 BarrettBus BBSI 1.6 17 75.27 –4.65 .30 8.50 4.07 Conduent CNDT ... dd 5.40 –0.45 ...
59.50 18.25 AdagioTherap ADGI ... ... 20.07 +0.93 ... 9.67 2.27 AppliedGenetic AGTC ... dd 2.60 ... ... 37.00 15.58 BassettFurniture BSET 3.0 9 17.61 –0.58 .14 16.46 7.27 CapitalProduct CPLP 2.6 4 15.66 +1.00 .10
28.41 16.40 CapitalSouthwest CSWC 6.4 15 27.54 +0.16 .50 94.97 37.71 Confluent CFLT ... dd 79.75 –10.26 ...
9.15 4.02 AdamasPharm ADMS ... dd 8.16 –0.04 ... 159.00 76.68 ApplMaterials AMAT .6 26 150.03 –6.79 .24 19.65 14.22 BayCom BCML ... 11 19.29 –0.26 ... 5.00 2.16 Conifer CNFR ... 8 2.37 –0.17 ...
78.22 20.50 AppliedMolecular AMTI ... dd 21.45 –0.55 ... 60.93 35.86 BeaconRoof BECN ... 16 55.86 –4.04 ... 14.38 10.67 CapitolFedFin CFFN 2.8 21 11.95 –0.70 .22
7.34 3.37 AdaptimmuneTher ADAP ... dd 4.25 –0.32 ... 23.00 11.95 CapStarFin CSTR 1.1 11 21.90 –0.39 .06 29.27 4.93 ConnectBiopharma CNTB ... ... 5.12 –9.32 ...
71.25 27.33 AdaptiveBiotech ADPT ... dd 27.35 –5.86 ... 13.95 5.55 AppliedOptoelec AAOI ... dd 6.16 +0.08 ... 138.52 38.63 BeamTherap BEAM ... dd 89.71 –2.40 ...
29.65 11.22 CaraTherap CARA ... 29 14.18 –2.07 ... 35.48 17.27 ConnectOneBncp CNOB 1.5 11 34.25 –0.58 .13
129.01 73.06 AddusHomeCare ADUS ... 40 100.37 –2.50 ... 29.80 11.77 AppliedTherap APLT ... dd 11.92 –2.81 ... 3.42 1.39 BeasleyBroadcast BBGI ... dd 2.25 –0.11 ... 31.48 9.96 Conn's CONN ... 6 23.62 –0.58 ...
4.24 1.90 ADDvantage AEY ... dd 1.95 –0.22 ... 116.09 49.41 Applovin APP ... dd 99.77 –12.59 ... 53.90 13.38 BedBath BBBY ... dd 23.25 +0.71 ... 48.28 22.80 CardiovascularSys CSII ... dd 22.94 –4.26 ...
161.47 71.07 Cardlytics CDLX ... dd 71.80 –19.09 ... 69.31 34.81 ConsensusCloud CCSI ... ... 63.69 +1.76 ...
17.80 6.25 AdicetBio ACET ... dd 9.31 –0.44 ... 30.99 3.17 ApreaTherap APRE ... dd 4.38 –0.53 ... 426.56 219.20 BeiGene BGNE ... dd 364.54 –14.14 ... 9.89 4.70 ConsldComm CNSL ... dd 8.06 –0.76 ...
699.50 420.78 Adobe ADBE ... 57 688.37 +30.77 ... 40.00 20.07 Apria APR ... 14 29.75 –0.40 ... 22.00 12.38 BelFuse A BELFA 1.6 9 15.24 +0.24 .06 12.84 7.14 Carecloud MTBC ... dd 7.19 –0.52 ...
99.83 42.36 CareDx CDNA ... dd 43.01 –4.67 ... 15.37 10.66 ConsldWater CWCO 3.0 cc 11.50 +0.19 .085
24.76 12.08 Adtran ADTN 1.7 cc 21.47 +0.35 .09 4.73 2.15 Aptinyx APTX ... dd 2.32 –0.14 ... 23.00 10.58 BelFuse B BELFB 2.1 8 13.20 –1.21 .07 44.99 24.51 ConstructionPtrs ROAD ... 68 39.23 –1.50 ...
2.11 17.58 10.42 Benefitfocus BNFT ... dd 10.77 –0.08 ... 18.42 6.53 CareMax CMAX ... dd 7.67 –0.83 ...
8.41 4.60 AdvEmissions ADES ... 2 6.97 –0.76 ... 4.94 Aptorum APM ... dd 2.14 –0.09 ...
7.15 1.35 CareMaxWt CMAXW ... ... 2.10 –0.40 ... 8.97 3.80 ConsumerPtfo CPSS ... 6 8.27 –0.16 ...
125.55 81.71 AdvEnergyInds AEIS .4 25 89.59 –1.77 .10 17.05 6.25 ApyxMedical APYX ... dd 16.77 +0.21 ... 71.92 33.01 BentleySystems BSY .2 cc 55.17 –1.79 .03 32.85 4.25 ContextLogic WISH ... dd 4.25 –1.16 ...
158.89 113.53 17.82 BerkeleyLights BLI ... dd 23.72 –1.96 ... 24.89 18.97 CareTrustREIT CTRE 5.1 27 20.69 –0.07 .265
72.50 AdvMicroDevices AMD ... 48 155.41 +7.52 ... 8.06 3.10 AquestiveTherap AQST ... dd 5.97 –0.32 ...
39.76 22.05 CarGurus CARG ... 43 37.90 –0.63 ... 161.12 101.92 Copart CPRT ... 39 152.41 –3.24 ...
13.92 7.77 AdvantageSolns ADV ... dd 7.83 –1.16 ... 9.95 3.47 Aravive ARAV ... dd 3.63 –0.42 ... 13.45 5.39 BerkshireGrey BGRY ... dd 5.58 –1.74 ... 18.80 4.36 CorMedix CRMD ... dd 5.13 –0.14 ...
3.60 1.44 AdvantageSolnsWt ADVWW ... ... 1.57 –0.42 ... 10.17 10.05 ArborRaphaI ARCKU ... ... 10.17 +0.11 ... 3.25 1.00 BerkshireGreyWt BGRYW ... ... 1.28 –0.32 ... 32.65 15.00 CaribouBio CRBU ... dd 21.28 –0.42 ...
12.90 3.13 CarLotz LOTZ ... dd 3.24 –0.43 ... 51.37 23.81 CorsairGaming CRSR ... 20 24.58 –1.95 ...
5.87 2.43 ArbutusBiopharma ABUS ... dd 3.30 –0.17 ... 10.65 3.31 Berry(bry) BRY 2.7 dd 8.98 –0.65 .06
14.79 1.89 AdverumBiotech ADVM ... dd 1.99 –0.21 ... 121.98 12.41 Cortexyme CRTX ... dd 13.00 –1.26 ...
9.78 5.82 AegleaBioTherap AGLE ... dd 6.68 –0.36 ... 116.79 37.34 ArcBest ARCB .3 17 110.04 –1.26 .08 221.00 76.77 BeyondMeat BYND ... dd 77.53 –7.62 ... 3.11 0.69 CarLotzWt LOTZW ... ... .74 –0.08 ...
60.62 200.72 89.35 Corvel CRVL ... 60 195.35 +3.46 ...
27.44 1.96 Aemetis AMTX ... dd 17.32 –3.47 ... 43.72 31.23 ArchCapital ACGL ... 8 42.06 +0.04 ... 62.08 17.95 BicycleTherap BCYC ... dd 58.13 +0.29 ... 27.74 Carlyle CG 1.7 7 59.00 –1.14 .25
9.54 1.86 CorvusPharm CRVS ... 51 3.50 –0.72 ...
21.30 9.55 AeriePharm AERI ... dd 10.04 –1.81 ... 36.80 7.32 Arcimoto FUV ... dd 10.55 –0.97 ... 47.65 7.75 Big5SportingGds BGFV 3.9 6 25.82 –18.30 .25 23.26 11.57 CarParts.com PRTS ... dd 13.29 –1.61 ... 101.05 74.31 CoStar CSGP ... cc 81.57 –1.29 ...
29.43 11.40 AerovateTherap AVTE ... ... 14.27 –7.27 ... 44.66 15.90 ArcoPlatform ARCE ... dd 18.76 +0.46 ... 96.66 42.17 BigCommerce BIGC ... dd 49.27 –8.26 ... 8.09 3.00 CarrolsRestr TAST .0 dd 3.05 –0.35 .41 535.28 307.00 Costco COST .6 47 533.79 +16.62 .79
143.72 80.79 AeroVironment AVAV ... dd 88.74 –2.85 ... 129.71 24.87 ArcturusTherap ARCT ... dd 36.45 –1.13 ... 157.66 57.78 Bilibili BILI ... dd 67.12 –18.93 ... 16.40 8.09 CarterBkshrs CARE ... 14 15.45 –0.55 ... 52.26 27.23 Couchbase BASE ... dd 36.27 –7.73 ...
10.35 10.02 AestherHlthcr AEHAU ... ... 10.35 +0.14 ... 38.49 18.12 ArcutisBiotherap ARQT ... dd 18.19 –3.00 ... 543.85 296.00 Bio-Techne TECH .3 cc 501.50 –3.00 .32 13.15 4.93 CasaSystems CASA ... 19 5.41 –0.54 ... 37.30 19.66 CountyBancorp ICBK 1.1 12 35.65 –1.08 .10
10.07 9.95 AestherHlthcrA AEHA ... ... 9.98 –0.03 ... 9.23 0.97 Ardelyx ARDX ... dd 1.00 –0.12 ... 76.63 25.62 BioAtla BCAB ... dd 27.37 –0.53 ... 10.92 9.80 CascadiaAcqn CCAIU ... ... 10.00 +0.13 ... 377.04 203.51 CoupaSoftware COUP ... dd 212.88 –2.59 ...
0.54 0.40 AestherHlthcrWt AEHAW ... ... .54 +0.03 ... 10.10 10.00 ArenaFortify AFACU ... ... 10.09 +0.01 ... 17.94 5.15 BioceresCrop BIOX ... dd 15.27 +0.48 ... 9.95 9.67 CascadiaAcqnA CCAI ... ... 9.75 +0.02 ... 34.75 14.09 CovenantLogist CVLG ... 27 27.37 –2.62 ...
11.24 3.38 AestheticMed AIH ... dd 3.56 –0.24 ... 85.00 45.50 ArenaPharm ARNA ... dd 59.36 –0.62 ... 18.48 4.12 BioCryst BCRX ... dd 11.89 –0.36 ... 0.66 0.47 CascadiaAcqnWt CCAIW ... ... .59 +0.01 ... 40.78 16.99 Covetrus CVET ... dd 18.50 +0.76 ...
11.74 4.78 Affimed AFMD ... dd 6.73 +0.82 ... 21.74 16.10 AresCapital ARCC 7.9 6 20.63 –0.31 .41 4.99 3.01 BioDeliverySci BDSI ... 10 3.07 –0.17 ... 89.84 53.43 CasellaWaste CWST ... 47 86.88 –0.13 ... 44.07 22.93 Cowen COWN 1.1 4 37.93 –0.71 .10
176.65 46.50 AffirmHldgs AFRM ... dd 136.16 –12.83 ... 382.15 248.21 arGEN-X ARGX ... dd 283.97 –25.67 ... 31.99 6.04 Biodesix BDSX ... dd 6.38 –1.43 ... 229.18 172.58 CaseysGenStores CASY .7 23 194.07 –5.42 .35 178.82 123.74 CrackerBarrel CBRL 3.2 13 141.95 –2.86 1.30
28.44 14.17 Afya AFYA ... 29 14.33 –1.20 ... 21.00 14.50 ArgoBlockchain ARBK ... cc 18.90 –0.06 ... 468.55 238.40 Biogen BIIB ... 25 257.19 –13.24 ... 48.55 37.66 CassInfoSys CASS 2.5 24 45.02 –0.07 .28 703.27 283.93 CreditAcceptance CACC ... 12 642.31 –32.33 ...
64.09 35.80 Agilysys AGYS ... dd 44.55 –3.32 ... 9.91 9.86 ArgusCapitalA ARGU ... ... 9.91 ... ... 92.57 71.59 BioMarinPharm BMRN ... cc 91.47 +9.74 ... 107.69 43.37 CastleBiosci CSTL ... dd 47.50 –4.18 ... 21.48 13.31 CrescentCapBDC CCAP 8.9 4 18.48 –2.31 .05
62.16 32.47 AgiosPharm AGIO ... dd 38.22 –3.79 ... 11.07 10.09 ArgusCapitalUn ARGUU ... ... 10.25 +0.05 ... 22.22 9.72 BiomeaFusion BMEA ... dd 10.78 –1.07 ... 45.48 28.10 CathayGenBncp CATY 2.8 12 44.40 –0.09 .31 10.08 10.00 CresceraCapAcqnUn CRECU ... ... 10.03 ... ...
114.97 21.42 Agora API ... dd 22.70 –3.67 ... 0.75 0.60 ArgusCapitalWt ARGUW ... ... .68 –0.02 ... 464.00 80.55 BioNTech BNTX ... 8 289.75 +51.61 ... 298.55 170.86 CavcoIndustries CVCO ... 25 291.53 –3.47 ... 7.55 3.71 Cresud CRESY ... dd 4.55 –0.58 ...
2.89 1.81 AgroFresh AGFS ... dd 1.94 –0.04 ... 14.00 10.75 Arhaus ARHS ... 79 11.56 +0.15 ... 19.94 10.74 Bioventus BVS ... 29 14.02 –1.82 ... 9.47 6.40 CECO Env CECE ... cc 6.57 –0.13 ... 47.36 14.88 Cricut CRCT ... 29 24.68 +0.38 ...
43.05 9.49 AirT AIRT ... dd 28.60 –0.50 ... 10.15 10.11 AriszAcqnUn ARIZU ... ... 10.13 ... ... 10.00 0.47 Bitfarms BITF ... dd 8.18 –0.40 ... 13.24 8.66 CellebriteDI CLBT ... dd 9.26 –1.41 ... 28.78 12.60 CrineticsPharm CRNX ... dd 27.26 +0.38 ...
32.43 21.42 AirTransport ATSG ... 13 27.57 +0.46 ... 10.05 9.76 ArmadaAcqnIUn AACIU ... ... 10.03 +0.01 ... 37.76 7.03 BlackDiamond BDTX ... dd 7.10 –0.62 ... 3.09 0.96 CellebriteDIWt CLBTW ... ... 2.11 –0.49 ... 46.65 17.53 Criteo CRTO ... 24 40.85 –1.25 ...
219.94 121.50 Airbnb ABNB ... dd 196.42 –10.12 ... 0.60 0.50 ArmadaAcqnIWt AACIW ... ... .52 +0.02 ... 86.96 52.85 Blackbaud BLKB ... dd 82.91 –0.36 ... 34.71 8.72 Cellectis CLLS ... dd 8.91 –1.65 ... 10.00 9.92 CrixusBH3 BHACU ... ... 9.98 ... ...
18.04 12.84 AirSculptTech AIRS ... ... 14.93 –0.24 ... 9.82 9.72 ArmadaAcqnI AACI ... ... 9.80 +0.05 ... 154.61 98.06 BlackLine BL ... dd 119.51 –8.75 ... 10.31 3.76 CelyadOncology CYAD ... dd 3.95 –0.23 ... 183.88 58.01 Crocs CROX ... 15 175.50 –5.07 ...
124.91 92.64 AkamaiTech AKAM ... 30 110.98 –0.53 ... 54.78 12.72 ArrayTech ARRY ... dd 24.73 –1.82 ... 4.47 2.59 BlackRockCapInvt BKCC 9.4 dd 4.26 –0.06 .10 26.90 11.06 CentessaPharm CNTA ... ... 13.37 +1.14 ... 15.83 4.86 Cronos CRON ... dd 4.93 –1.33 ...
5.14 2.35 AkebiaTherap AKBA ... dd 2.78 –0.09 ... 37.18 9.71 Arrival ARVL ... ... 10.50 –3.05 ... 15.07 11.05 BlkRkTCPCap TCPC 8.9 5 13.55 –0.49 .30 14.00 8.61 Centogene CNTG ... dd 8.99 –0.93 ... 29.45 7.60 CrossCtyHlthcr CCRN ... 17 27.66 +2.38 ...
34.87 17.66 AkeroTherap AKRO ... dd 24.83 –0.50 ... 38.24 27.82 ArrowFinancial AROW 2.9 11 36.03 –0.76 .26 10.11 10.05 bleuacaciaUn BLEUU ... ... 10.08 ... ... 62.91 36.53 CentralGarden CENT ... 18 53.53 –2.58 ... 15.67 9.06 CrossFirstBkshs CFB ... 14 14.81 –0.32 ...
23.49 7.91 Akouos AKUS ... dd 8.12 –1.06 ... 93.66 56.05 ArrowheadPharm ARWR ... dd 71.11 –2.83 ... 10.30 10.07 BlockchainCoinI BCSAU ... ... 10.24 +0.14 ... 55.82 34.21 CentralGardenA CENTA ... 16 48.25 –2.49 ... 298.48 138.24 CrowdStrike CRWD ... dd 257.63 –26.67 ...
28.96 11.12 Akoya AKYA ... dd 12.89 –0.45 ... 10.12 9.99 ArtemisStrat ARTEU ... ... 10.12 +0.06 ... 11.33 10.09 BlockchainMoon BMAQU ... ... 10.70 +0.04 ... 19.60 9.04 CenturyAluminum CENX ... dd 13.89 –2.11 ... 22.55 8.53 CueHealth HLTH ... ... 11.01 –0.37 ...
108.67 67.39 Alarm.com ALRM ... 73 83.08 –2.74 ... 27.50 15.10 Arteris AIP ... ... 24.10 +1.93 ... 9.90 9.70 BlockchainMoonA BMAQ ... ... 9.81 +0.03 ... 32.90 16.29 CenturyTherap IPSC ... ... 20.61 –0.24 ... 59.85 18.88 CullinanOncology CGEM ... dd 19.47 –1.70 ...
43.32 12.11 Alector ALEC ... dd 21.39 –1.79 ... 44.76 35.90 ArtesianRscs A ARTNA 2.4 25 44.33 +1.38 .2675 0.41 0.27 BlockchainMoonRt BMAQR ... ... .36 –0.01 ... 6.90 2.33 Ceragon CRNT ... dd 2.82 –0.34 ... 3.94 2.49 CumberlandPharm CPIX ... dd 2.49 –0.20 ...
13.65 9.54 AlgomaSteel ASTL ... ... 10.75 –1.39 ... 108.47 22.95 Arvinas ARVN ... dd 83.04 –1.33 ... 0.68 0.28 BlockchainMoonWt BMAQW ... ... .60 ... ... 139.00 78.00 Cerence CRNC ... 94 104.06 –0.96 ... 14.84 6.42 CumulusMedia CMLS ... dd 12.68 –0.69 ...
4.13 0.42 AlgomaSteelWt ASTLW ... ... 2.58 –0.72 ... 183.98 109.36 AscendisPharma ASND ... dd 148.81 –6.91 ... 32.81 16.89 BloominBrands BLMN ... 15 18.81 –1.41 ... 84.20 67.96 Cerner CERN 1.2 42 72.74 –2.27 .22 151.80 35.05 CureVac CVAC ... ... 41.10 +4.34 ...
38.58 28.54 Alico ALCO 5.5 5 36.10 –1.25 .50 6.75 1.38 AslanPharm ASLN ... dd 1.61 –0.08 ... 18.83 12.31 Blucora BCOR ... dd 17.50 –0.49 ... 45.48 23.75 Certara CERT ... dd 30.48 –8.48 ... 17.40 1.09 Curis CRIS ... dd 5.13 –0.73 ...
737.45 439.86 AlignTech ALGN ... 74 683.29 –4.51 ... 12.80 4.05 AspenGroup ASPU ... dd 4.13 –0.70 ... 28.90 15.60 BlueBird BLBD ... 46 23.46 –1.58 ... 8.87 4.67 Cerus CERS ... dd 7.20 –0.09 ... 60.36 19.88 Cutera CUTR ... cc 41.93 –2.25 ...
28.59 15.00 AlignmentHlthcr ALHC ... dd 21.75 +0.12 ... 169.22 122.29 AspenTech AZPN ... 32 154.46 +5.53 ... 15.14 12.32 BlueFoundryBncp BLFY ... ... 15.08 +0.63 ... 10.14 10.04 ChainBridgeI CBRGU ... ... 10.08 +0.01 ... 29.00 12.78 CVRx CVRX ... dd 13.22 –5.26 ...
37.51 13.30 AligosTherap ALGS ... dd 16.00 –1.21 ... 7.02 2.28 AssemblyBiosci ASMB ... dd 2.30 –0.60 ... 34.75 10.35 bluebirdbio BLUE ... dd 10.70 –0.98 ... 30.48 11.66 ChampionX CHX ... 59 21.83 –2.80 ... 201.68 105.50 CyberArkSoftware CYBR ... dd 195.76 –1.05 ...
12.25 3.94 AlimeraSciences ALIM ... dd 5.60 –0.51 ... 80.00 50.29 AstecIndustries ASTE .7 38 69.38 –1.99 .12 20.46 2.36 BlueCity BLCT ... dd 2.46 –0.32 ... 24.21 16.45 ChangeHlthcr CHNG ... dd 20.56 –0.80 ... 49.10 20.81 CyberOptics CYBE ... 32 45.97 –0.08 ...
49.32 24.01 AlkamiTech ALKT ... dd 28.26 +0.11 ... 22.47 7.34 AstraSpace ASTR ... dd 9.53 –1.07 ... 4.26 1.56 BlueknightEner BKEP 4.8 2 3.34 –0.11 .04 81.63 59.66 ChangeHlthcrUn CHNGU 4.4 ... 68.95 –1.72 .75 6.90 2.08 CyclerionTherap CYCN ... dd 2.32 –0.37 ...
33.00 17.91 Alkermes ALKS ... dd 23.24 –0.74 ... 6.50 1.12 AstraSpaceWt ASTRW ... ... 2.89 –0.35 ... 125.61 79.08 BlueprintMed BPMC ... dd 108.92 –5.43 ... 825.62 585.45 CharterComms CHTR ... 32 682.34 –7.01 ... 7.83 3.39 CymaBayTherap CBAY ... dd 3.87 –0.54 ...
157.98 75.41 Allakos ALLK ... dd 79.90 –2.60 ... 64.21 46.48 AstraZeneca AZN 2.4 40 56.66 –2.14 .45 43.07 8.05 BoltBiotherap BOLT ... dd 8.62 –1.86 ... 139.26 109.07 CheckPoint CHKP ... 19 115.31 –3.02 ... 89.69 61.64 CyrusOne CONE 2.3 cc 89.37 +3.92 .52
32.44 20.25 Allbirds BIRD ... dd 24.40 +3.25 ... 47.82 6.31 AstriaTherap ATXS ... dd 6.60 –0.73 ... 2687.29 1860.73 BookingHldgs BKNG ... cc 2339.99 –111.66 ... 23.10 3.63 CheckmatePharm CMPI ... dd 3.80 –0.45 ... 23.10 14.00 CyteirTherap CYT ... ... 16.62 +0.16 ...
44.57 30.55 AllegianceBcshs ABTX 1.1 12 43.92 +1.61 .12 20.93 10.31 Astronics ATRO ... dd 12.70 –1.44 ... 55.09 36.05 Bottomline EPAY ... dd 46.27 +0.87 ... 65.81 34.29 Cheesecake CAKE ... cc 41.50 –2.79 ... 28.70 17.40 CytekBiosci CTKB ... ... 19.48 –4.15 ...
271.29 153.04 AllegiantTravel ALGT ... 29 183.12 –3.08 ... 18.52 9.24 AstroNova ALOT ... 15 17.16 +0.32 ... 18.83 12.60 BowmanConsult BWMN ... ... 17.24 +0.46 ... 37.85 19.22 ChefsWarehouse CHEF ... dd 32.57 –1.23 ... 42.87 15.52 Cytokinetics CYTK ... dd 40.86 +1.67 ...
36.85 21.86 AllegroMicro ALGM ... 98 32.82 –0.15 ... 28.20 11.81 AtaraBiotherap ATRA ... dd 18.30 +0.68 ... 25.01 5.22 BraggGaming BRAG ... dd 6.53 –1.34 ... 70.29 9.53 ChemoCentryx CCXI ... dd 39.60 –0.05 ... 10.05 4.28 CytomXTherap CTMX ... dd 7.34 +0.32 ...
2.78 0.66 AllenaPharm ALNA ... dd .70 –0.15 ... 94.17 8.04 AteaPharm AVIR ... 20 8.11 –3.25 ... 11.77 5.82 Brainsway BWAY ... dd 7.94 ... ... 49.50 33.00 ChemungFinl CHMG 2.7 9 45.70 –2.49 .31 12.00 7.51 CyxteraTech CYXT ... dd 9.88 +0.34 ...
12.90 3.99 AllianceResource ARLP 7.8 8 10.23 –0.66 .20 15.00 1.85 Athenex ATNX ... dd 1.91 –0.15 ... 96.65 80.35 Braze BRZE ... ... 94.16 ... ... 69.40 40.00 ChesapeakeEner CHK 2.8 8 61.74 –1.18 .4375 3.50 1.25 CyxteraTechWt CYXTW ... ... 2.37 +0.10 ...
62.35 45.99 AlliantEnergy LNT 2.8 22 56.79 +1.50 .4025 34.79 8.88 AthiraPharma ATHA ... dd 14.56 –1.64 ... 73.50 42.51 BridgeBioPharma BBIO ... dd 42.65 –5.23 ... 36.27 15.00 ChesapeakeWtC CHKEL ... ... 28.79 –2.17 ...
14.79
D
44.70 26.75 AlliedMotionTech AMOT .3 23 39.82 –2.14 .025 15.97 2.02 AtlanticAmerican AAME .5 7 4.11 –0.14 .02 21.80 11.35 BridgfordFoods BRID ... cc 11.89 –0.56 ... 47.72 ChickenSoupA CSSE ... dd 15.31 –2.21 ...
39.12 12.90 AllogeneTherap ALLO ... dd 18.81 –0.45 ... 30.15 13.97 AtlCapitalBcshs ACBI ... 12 29.02 –0.70 ... 25.26 9.20 Brightcove BCOV ... 62 10.31 +0.13 ... 113.50 38.06 Children'sPlace PLCE ... 17 103.10 +0.68 ...
21.04 9.60 Allot ALLT ... dd 11.98 –0.34 ... 42.45 29.03 AtlUnionBkshs AUB 3.2 10 34.86 –1.66 .28 56.90 32.88 BrighthouseFin BHF ... dd 52.38 –2.18 ... 11.57 3.16 Chimerix CMRX ... dd 5.98 –0.12 ...
48.96 16.66 AlloVir ALVR ... dd 20.08 –2.24 ... 48.49 31.61 AtlanticaSust AY 4.2 dd 40.46 –0.42 .435 20.39 10.63 BrilliantEarthA BRLT ... 5 17.29 –1.20 ... 2.59 1.32 ChinaIndex CIH ... 3 1.40 –0.06 ... 7.38 2.23 DBV Tech DBVT ... ... 3.06 –0.03 ...
19.01 12.65 AllscriptsHlthcr MDRX ... dd 17.11 +0.72 ... 91.98 14.13 Atlanticus ATLC ... 11 67.65 –10.78 ... 577.21 382.70 Broadcom AVGO 2.5 42 568.72 +5.50 3.60 27.47 7.75 Chindata CD ... dd 9.37 –1.03 ... 40.50 23.16 DiceTherap DICE ... ... 35.85 +6.44 ...
212.00 120.83 AlnylamPharm ALNY ... dd 181.00 +10.13 ... 91.77 50.22 AtlasAir AAWW ... 5 89.66 +4.03 ... 17.14 10.99 BrooklineBcp BRKL 3.1 11 16.39 –0.16 .125 21.68 10.48 ChinookTherap KDNY ... dd 16.10 –0.36 ... 4.95 1.40 DIRTT Envl DRTT ... dd 2.50 –0.10 ...
46.80 20.97 Alpha&Omega AOSL ... 17 44.63 –0.98 ... 15.40 4.95 AtlasTech ATCX ... dd 10.08 –1.70 ... 80.67 3.59 BrooklynImmuno BTX ... dd 6.82 –1.42 ... 44.72 21.00 ChipMOSTechs IMOS 3.6 8 33.89 +1.03 1.5679 47.05 28.53 DISH Network DISH ... 8 33.58 –2.96 ...
30.89 16.90 AlphaTeknova TKNO ... ... 25.02 –1.38 ... 483.13 198.80 Atlassian TEAM ... dd 429.86 –15.26 ... 124.79 65.37 Brooks Auto BRKS .3 80 119.53 +4.65 .10 262.20 174.53 ChurchillDowns CHDN .3 42 237.30 +7.08 .667 70.00 35.61 DMC Global BOOM ... cc 38.09 –4.41 ...
3019.33 1694.00 Alphabet A GOOGL ... 29 2978.53 +4.97 ... 20.29 4.80 Atreca BCEL ... dd 5.06 –0.50 ... 92.35 49.59 Bruker BRKR .2 47 83.82 +1.29 .04 49.99 22.92 Chuy's CHUY ... 25 31.93 –0.96 ... 15.23 3.19 D-MarketElec HEPS ... ... 3.24 –0.33 ...
3037.00 1699.00 Alphabet C GOOG ... 29 2999.05 +6.14 ... 89.18 41.68 AtriCure ATRC ... 82 77.64 +0.43 ... 50.29 29.15 BrynMawrBank BMTC 2.3 13 48.58 –0.76 .28 3.15 1.45 CidaraTherap CDTX ... dd 1.50 –0.11 ... 10.28 10.04 DPCapAcqnI DPCSU ... ... 10.06 ... ...
19.36 9.30 Alphatec ATEC ... dd 11.27 –0.33 ... 805.62 567.00 Atrion ATRI 1.0 43 758.44 –37.96 1.95 84.80 35.90 Bumble BMBL ... 14 36.38 –0.17 ... 128.87 79.25 Cimpress CMPR ... dd 79.83 –8.17 ... 22.00 13.42 DSP Group DSPG ... dd 21.95 ... ...
16.37 7.70 AlpineImmune ALPN ... dd 13.57 +0.57 ... 50.48 32.94 AuburnNatlBncp AUBN 3.1 14 33.05 –0.66 .26 17.70 7.48 BurgerFiIntl BFI ... dd 7.50 –0.81 ... 127.25 75.50 CincinnatiFin CINF 2.1 8 118.81 –3.32 .63 36.26 20.70 DXP Ents DXPE ... dd 31.98 –3.16 ...
82.96 49.99 AltairEngg ALTR ... dd 79.77 +0.99 ... 37.35 25.90 AudioCodes AUDC .9 35 35.67 –0.59 .17 4.46 1.15 BurgerFiIntlWt BFIIW ... ... 1.16 –0.28 ... 2.95 0.50 Cinedigm CIDM ... dd 1.65 –0.52 ... 61.27 17.57 DadaNexus DADA ... dd 23.47 –0.65 ...
10.13 10.04 AltEnergyAcqn AEAEU ... ... 10.07 –0.01 ... 26.16 14.00 AuraBiosciences AURA ... ... 22.50 +5.01 ... 39.75 12.24 BurningRockBio BNR ... dd 17.14 +2.49 ... 449.20 314.62 Cintas CTAS .9 42 446.05 +7.46 .95 7.23 4.26 Daktronics DAKT ... 32 4.99 –0.14 ...
24.61 8.10 Altimmune ALT ... dd 10.55 –0.56 ... 33.97 9.72 AuriniaPharm AUPH ... dd 28.47 –1.29 ... 29.18 18.17 BusFirstBcshs BFST 1.7 11 27.85 –0.44 .12 15.39 5.13 CipherMining CIFR ... dd 8.23 –0.19 ... 12.64 5.56 DallasNews DALN 10.1 dd 6.35 –0.31 .16
Nasdaq Issues
Nasdaq Issues includes stocks traded on the Nasdaq Global Select and Nasdaq Global Market tiers. They are eligible for inclusion on the basis of SEC-approved market
value of publicly-held shares, trading volume, price and number of market-makers. FIVE-DAY NASDAQ COMPOSITE
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. Shooting Sparks: Chip makers Nvidia and Micron Technology roused
199.68 69.73 Datadog DDOG ... dd 192.60 –0.43 ... 34.67 18.55 EuropeanWax EWCZ ... cc 26.25 –1.23 ... 35.00 23.24 FrontierComms FYBR ... 2 33.80 +1.40 ... their fans, while analysts rallied behind fuel-cell maker Plug Power. The
51.73 22.97 Dave&Buster's PLAY ... dd 36.42 –1.60 ... 19.93 4.59 EveloBiosci EVLO ... dd 9.66 –0.60 ... 22.70 13.71 Frontier ULCC ... dd 15.71 –0.59 ...
7.45 1.27
4.47 1.75
DAVIDsTEA
DawsonGeophys
DTEA
DWSN
... 2
... dd
3.89
2.32
–0.45 ...
–0.01 ...
8.30
178.98
1.90
105.23
Ever-Glory
Everbridge
EVK
EVBG
...
... dd
7 3.06
115.42
+0.07
–17.33
...
...
29.44
33.10
5.05
6.85
FuelCell
FulcrumTherap
FCEL
FULC
...
...
dd
dd
9.81
17.14
–1.42 ...
–1.30 ...
Nasdaq Composite finished Friday at 16,057—up 1.2% for the week.
28.70 17.19 DayOneBiopharm DAWN ... dd 20.11 –2.08 ... 23.41 14.87 EverCommerce EVCM ... dd 18.43 –1.82 ... 189.89 35.19 FulgentGenetics FLGT ... 5 93.98 +5.16 ... Monday Tuesday Wednesday Thursday Friday
24.39 6.18 DecibelTherap DBTX ... cc 7.45 +0.17 ... 54.96 12.04 EverQuote EVER ... dd 14.99 –0.35 ... 18.41 12.29 FultonFin FULT 3.4 11 16.65 –0.19 .14
64.33 8.31 DecipheraPharm DCPH ... dd 8.50 –0.74 ... 13.98 4.30 EverspinTech MRAM ... dd 12.20 +1.46 ... 27.20 8.30 Funko FNKO ... 17 17.58 –0.20 ... 16120
10.09 10.03 DeepMedicine DMAQU ... ... 10.08 +0.04 ... 24.34 7.17 EVgo EVGO ... dd 14.72 –4.18 ... 48.50 9.48 FusionFuelGreen HTOO ... ... 12.09 –0.17 ...
50.30 32.60 DefinitiveHlthcr DH ... dd 34.76 –7.14 ... 8.33 0.75 EVgoWt EVGOW ... ... 5.16 –2.78 ... 13.69 6.00 FusionPharm FUSN ... dd 6.00 –0.49 ...
93.94 43.87 DenaliTherap DNLI ... cc 47.11 –3.68 ... 10.24 2.04 Evogene EVGN ... dd 2.13 –0.44 ... 204.25 36.63 Futu FUTU ... 23 54.60 –3.48 ...
69.54 48.06 DentsplySirona XRAY .8 28 52.69 –2.24 .11 17.38 3.06 Evolus EOLS ... dd 6.38 –0.84 ...
91.39 55.34
G
Descartes DSGX ... cc 89.98 +2.13 ... 26.57 14.74 Evotec EVO ... 14 23.66 +0.01 ...
50.50 12.52 DesignTherap DSGN ... dd 20.51 +0.50 ... 24.67 10.13 Exagen XGN ... dd 12.10 –0.77 ...
8.99 0.19 DestinationXL DXLG ... 32 8.40 +0.10 ... 10.15 10.00 ExcelFinAcqn XFINU ... ... 10.09 +0.01 ...
15990
5.60 2.76 Deswell DSWL 4.2 9 4.80 +0.41 .10 25.77 16.19 Exelixis EXEL ... 35 18.03 –0.07 ... 14.24 1.66 GBS GBS ... dd 1.75 –0.23 ...
659.45 311.01 DexCom DXCM ... cc 641.18 –5.38 ... 54.86 38.35 Exelon EXC 2.9 31 53.61 –0.79 .3825 15.36 9.00 GCM Grosvenor GCMG 2.8 dd 11.76 –0.20 .10
224.55 135.57 DiamondHillInvt DHIL 1.8 10 219.09 +0.85 19.00 138.54 76.39 ExlService EXLS ... 40 137.04 +0.74 ... 2.39 0.82 GCMGrosvenorWt GCMGW ... ... 1.97 –0.13 ...
117.71 38.60 DiamondbkEner FANG 2.0 53 102.17 –7.78 .50 90.00 21.72 eXpWorld EXPI .4 85 39.66 –5.60 .04 116.76 49.16 GDS Holdings GDS ... dd 55.02 –6.74 ...
40.14 19.06 DicernaPharma DRNA ... dd 37.92 +15.76 ... 191.85 118.30 Expedia EXPE ... dd 175.16 –3.75 ... 30.43 12.38 GH Research GHRS ... ... 25.81 +3.69 ...
25.63 16.33 DigiIntl DGII ... 79 23.78 –1.20 ... 131.62 87.95 ExpeditorsIntl EXPD .9 19 128.79 +0.61 .58 37.07 11.98 G1Therapeutics GTHX ... dd 13.32 –1.88 ... 15860
58.74 22.11 Digimarc DMRC ... dd 47.28 –3.60 ... 50.83 37.48 Expensify EXFY ... cc 43.05 –4.57 ... 239.90 81.00 GRAVITY GRVY ... 9 84.59 –14.37 ...
(Prev Fri's
10.29 10.09 DigitalHealth DHACU ... ... 10.17 –0.01 ... 126.14 81.00 Exponent EXPO .6 65 125.13 +0.58 .20 8.30 4.70 GSI Tech GSIT ... dd 5.90 –0.03 ...
143.53 9.98 DigitalWorldAcqn DWACU ... ... 60.74 –9.12 ... 30.38 19.17 Exscientia EXAI ... dd 20.55 –0.28 ... 15.06 8.91 Gaia GAIA ... 95 9.43 –0.75 ... Close)
175.00 9.84 DigitalWorldA DWAC ... ... 51.21 –7.97 ... 13.54 5.54 ExtremeNetworks EXTR ... 76 13.45 +1.68 ... 17.93 6.50 GainTherap GANX ... ... 8.27 +0.02 ...
79.22 0.40 DigitalWorldWt DWACW ... ... 18.02 –3.92 ... 21.50 4.00 EyePointPharm EYPT ... dd 17.24 +3.23 ... 129.03 48.66 Galapagos GLPG ... dd 51.46 –1.36 ... -7.11 +120.01 -52.28 +72.14 +63.73
38.35 21.23 DimeCommBcshs DCOM 2.6 19 36.26 –1.21 .24 8.80 4.34 Ezcorp EZPW ... dd 8.10 –0.01 ... 17.99 2.90 Galecto GLTO ... dd 3.00 –0.55 ... 15730
111.35 62.13 Diodes DIOD ... 26 110.03 +1.56 ... 12.99 1.55 GaleraTherap GRTX ... dd 1.55 –0.17 ...
10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
150.72 30.03
78.14 23.40
DiscoveryB
DiscoveryA
DISCB
DISCA
... 21
... 14
39.80
25.26
–2.87 ...
–2.65 ... F 16.97
15.00
6.56
2.86
Gambling.com
GamidaCell
GAMB
GMDA
...
...
...
dd
12.37
2.90
–2.38
–0.75
...
...
66.70 22.31 DiscoveryC DISCK ... 13 24.73 –2.32 ... 51.46 39.08 Gaming&Leisure GLPI 5.8 18 46.41 –1.47 .67
18.61 12.98 Diversey DSEY ... ... 13.51 –0.92 ... 97.88 63.29 FARO Tech FARO ... 72 76.03 –2.68 ... 178.81 113.50 Garmin GRMN 1.9 24 142.80 –0.28 .67
5.58 3.16 DiversifiedHlthcr DHC 1.3 dd 3.18 –0.24 .01 239.12 158.01 F5 FFIV ... 43 231.94 +2.49 ... 8.90 4.09 GarrettMotion GTX ... 11 7.51 +0.05 ... 52-Week Tick Div 52-Week Tick Div
6.98 1.89 DixieGroup DXYN ... 50 5.94 +0.62 ... 9.99 2.80 FGFinancial FGF ... dd 3.57 –0.64 ... 19.09 3.17 GeminiTherap GMTX ... dd 3.23 –0.19 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
73.43 29.57 dLocal DLO ... ... 37.07 –9.51 ... 65.00 41.86 FRP Holdings FRPH ... 19 59.90 ... ... 15.75 10.84 GencorIndustries GENC ... 33 12.48 –0.02 ...
92.75 37.21 Docebo DCBO ... dd 77.03 +4.12 ... 10.12 10.00 FTACZeusAcqnUn ZINGU ... ... 10.10 ... ... 55.72 18.67 GenerationBio GBIO ... dd 19.53 –1.65 ... 31.38 16.84 HawaiianHoldings HA ... dd 19.91 –2.30 ... 555.77 297.21 Illumina ILMN ... 62 379.34 –4.11 ...
314.76 179.49 DocuSign DOCU ... dd 263.34 –1.32 ... 15.46 6.22 FTC Solar FTCI ... ... 9.58 –0.69 ... 31.54 11.16 Genetron GTH ... dd 12.00 –1.09 ... 39.73 24.55 Hawkins HWKN 1.5 16 35.17 –1.92 .13 35.68 14.99 ImagoBioSci IMGO ... dd 23.80 –1.16 ...
5.25 1.30 Dogness DOGZ ... 91 5.01 +0.81 ... 13.97 0.80 FangddNetwork DUO ... dd .86 –0.21 ... 7.19 3.35 Genfit GNFT ... dd 3.51 –0.03 ... 26.06 17.37 HawthornBcsh HWBK 2.4 8 24.61 –1.29 .15 29.92 3.07 Imara IMRA ... dd 3.30 –0.27 ...
135.59 84.26 DollarTree DLTR ... 21 134.96 +21.88 ... 18.80 10.53 Fanhua FANH 5.5 15 14.30 –0.11 .15 49.07 30.10 Genmab GMAB ... 68 41.47 –2.01 ... 47.08 20.71 HaynesIntl HAYN 2.0 dd 43.70 –1.49 .22 10.48 3.93 iMediaBrands IMBI ... dd 7.17 +0.77 ...
98.35 34.79 Domo DOMO ... dd 84.46 –4.15 ... 20.75 7.40 FaradayFuture FFIE ... dd 7.88 –0.62 ... 37.90 30.40 Gentex GNTX 1.3 21 36.64 –0.88 .12 68.18 24.01 Headhunter HHR .8 72 61.99 +4.21 .55 16.64 6.09 Immersion IMMR ... 9 6.16 –0.60 ...
16.48 13.35 DonegalGroup A DGICA 4.5 12 14.14 –0.20 .16 13.08 3.67 FarmerBros FARM ... dd 7.27 –1.06 ... 89.59 50.91 Gentherm THRM ... 27 85.52 –1.85 ... 59.50 32.84 HealthCatalyst HCAT ... dd 46.28 –2.42 ... 33.99 16.06 Immuneering IMRX ... dd 24.86 –3.01 ...
16.36 11.81 DonegalGroup B DGICB 4.4 12 12.86 –0.82 .1425 61.76 43.37 Fastenal FAST 1.8 40 61.03 +0.79 .28 12.40 5.80 GeospaceTech GEOS ... dd 8.85 –0.50 ... 35.80 18.54 HealthcareSvcs HCSG 4.4 19 18.56 –1.07 .21 28.21 6.96 Immunic IMUX ... dd 9.37 –0.33 ...
20.89 10.32 DorchesterMnls DMLP 8.6 12 17.82 –1.01 .5076 10.12 9.95 FatProjectsAcqn FATPU ... ... 10.10 ... ... 51.11 31.06 GermanAmerBncp GABC 2.0 13 41.66 –0.08 .21 93.32 60.21 HealthEquity HQY ... cc 61.34 –6.34 ... 45.42 6.23 ImmunityBio IBRX ... dd 6.43 –1.29 ...
120.99 86.22 DormanProducts DORM ... 28 117.98 +0.15 ... 121.16 48.70 FateTherap FATE ... dd 55.97 +0.12 ... 2.36 1.20 Geron GERN ... dd 1.54 –0.03 ... 31.11 18.56 HealthStream HSTM ... cc 25.21 –1.82 ... 61.99 27.77 Immunocore IMCR ... dd 38.10 –1.49 ...
18.50 15.13 DoubleDown DDI ... 12 16.18 –0.46 ... 8.80 1.62 FedNat FNHC ... dd 2.09 +0.24 ... 10.08 9.86 GesherIAcqn GIACU ... ... 10.03 +0.07 ... 20.24 15.71 HeartlandExp HTLD .5 18 17.37 +0.01 .50 10.88 4.97 Immunogen IMGN ... dd 5.05 –0.67 ...
20.54 2.89 DouYuIntl DOYU ... dd 3.08 –0.88 ... 57.21 9.88 FibroGen FGEN ... dd 12.21 +0.16 ... 10.03 9.71 GesherIAcqnA GIAC ... ... 9.79 ... ... 54.04 36.71 HeartlandFinUSA HTLF 2.1 10 50.69 –0.72 .27 33.34 5.05 ImmunoPrecise IPA ... dd 5.54 –0.44 ...
74.38 35.92 DraftKings DKNG ... dd 36.14 –4.37 ... 70.97 43.69 FidelityD&D FDBC 2.5 13 53.42 –0.38 .33 0.94 0.50 GesherIAcqnWt GIACW ... ... .56 +0.01 ... 50.03 24.88 Heidrick&Strug HSII 1.3 14 45.12 –1.68 .15 53.61 6.68 Immunovant IMVT ... dd 8.22 –0.33 ...
36.60 15.25 DreamFinders DFH ... 16 17.92 –0.30 ... 7.71 2.50 FieldTripHealth FTRP ... ... 4.40 –0.65 ... 4.32 1.36 GetnetAdquirencia GET ... ... 1.37 –0.36 ... 265.97 193.25 HelenofTroy HELE ... 29 248.47 +0.65 ... 7.95 1.81 Immutep IMMP ... dd 3.81 –0.47 ...
35.56 22.26 DrivenBrands DRVN ... cc 31.39 –0.84 ... 18.52 10.13 FiestaRestaurant FRGI ... 78 10.16 –0.75 ... 103.02 60.28 GibraltarInds ROCK ... 43 75.16 –0.66 ... 20.99 10.05 HelloGroup MOMO .0 10 13.10 –0.85 .62 34.75 6.90 ImpelNeuro IMPL ... ... 10.83 –0.68 ...
33.00 18.38 Dropbox DBX ... dd 25.03 –1.96 ... 45.92 25.11 FifthThirdBncp FITB 2.8 12 43.55 –0.66 .30 35.80 20.22 GIIIApparel GIII ... 13 31.96 –0.85 ... 14.44 7.85 HemisphereMedia HMTV ... 17 9.31 –1.88 ... 85.13 35.03 Impinj PI ... dd 81.77 +3.67 ...
59.40 27.86 DuckCreekTech DCT ... dd 28.07 –2.30 ... 79.00 48.41 51job JOBS ... 30 50.33 –3.95 ... 22.69 5.35 GilatSatellite GILT 13.8 7 7.18 –0.80 .63 12.50 8.11 HennessyAdvsrs HNNA 5.0 11 11.00 +0.26 .1375 127.42 62.12 InariMedical NARI ... cc 88.03 –4.88 ...
20.78 10.31 DuluthHoldings DLTH ... 16 15.55 –0.97 ... 33.65 19.92 FinInstitutions FISI 3.4 7 31.91 –1.26 .27 73.34 56.56 GileadSciences GILD 4.1 12 68.69 +1.21 .71 10.36 9.85 HennessyCapVI HCVIU ... ... 10.02 +0.05 ... 101.47 61.91 Incyte INCY ... 27 64.51 –1.10 ...
205.00 118.55 Duolingo DUOL ... dd 135.96 –19.06 ... 22.50 11.56 FinchTherap FNCH ... ... 16.75 +1.55 ... 137.00 93.11 GitLab GTLB ... dd 112.01 –12.99 ... ... ... HennessyCapInvVI HCVI ... ... 10.00 ... ... 99.85 66.84 IndependentBank INDB 2.3 18 84.73 –3.06 .48
32.32 13.50 DyneTherap DYN ... dd 15.79 +1.52 ... 10.21 10.08 FinnovateAcqn FNVTU ... ... 10.17 +0.03 ... 67.35 40.61 GlacierBancorp GBCI 2.2 18 58.66 –0.65 .32 ... ... HennessyCapInvVIWt HCVIW ... ... .75 ... ... 24.73 16.68 IndepBankMI IBCP 3.6 8 23.26 –0.54 .21
10.26 10.05 FintechEcosys FEXDU ... ... 10.23 ... ... 12.58 8.26 GladstoneCap GLAD 6.6 6 11.90 +0.14 .065 83.45 60.70 HenrySchein HSIC ... 18 76.14 –3.11 ... 80.71 55.92 IndependentBank IBTX 2.0 13 71.32 –2.18 .36
13.89 10.50
E 24.73 17.58
FinWiseBancorp
FirstAdvantage
FINW
FA
...
...
...
...
12.73
18.51
...
–1.51
...
...
23.49
16.99
17.46
9.60
GladstoneComm
GladstoneInvt
GOOD
GAIN
6.7
5.4
cc
5
22.49
16.81
–0.25
+0.28
.1253
.075
12.65
36.29
8.38
18.86
HeritageCommerce
HeritageCrystal
HTBK
HCCI
4.4
...
16
16
11.69
33.63
–0.36
–0.85
.13
...
28.66
11.51
21.01
7.23
IndLogistics
Infinera
ILPT
INFN
5.7
...
16
dd
23.26
8.66
–1.50
–0.13
.33
...
50.92 31.08 FirstBancorpNC FBNC 1.7 13 47.93 –2.44 .20 28.72 14.17 GladstoneLand LAND 1.9 dd 28.16 +1.23 .0452 30.86 21.70 HeritageFin HFWA 3.4 9 24.94 –0.97 .21 5.98 1.48 InfinityPharm INFI ... dd 2.28 –0.24 ...
3.98 0.52 ECMOHO MOHO ... dd .57 –0.04 ... 32.63 23.40 FirstBancorp FNLC 4.2 10 30.56 –0.39 .32 52.49 25.11 GlbBloodTherap GBT ... dd 31.41 –1.30 ... 46.00 14.15 HertzGlobal HTZ ... dd 20.83 –6.14 ... 6.88 2.23 InflaRx IFRX ... dd 4.76 –0.82 ...
10.68 3.85 EDAP TMS EDAP ... cc 5.38 –0.46 ... 42.89 27.25 FirstBancshares FBMS 1.6 14 40.87 –1.25 .16 83.77 24.22 Global-EOnline GLBE ... ... 64.88 +9.90 ... 23.50 5.97 HertzGlobalWt HTZWW ... ... 13.75 –3.87 ... 9.70 2.65 InfoSvcsGrp III 1.3 37 9.51 –0.05 .03
10.38 10.04 EsgenAcqn ESACU ... ... 10.11 +0.01 ... 15.90 8.78 FirstBank FRBA 1.6 9 15.39 +0.05 .06 31.98 24.82 GlobalIndemnity GBLI 1.7 81 26.25 ... .25 100.32 40.17 Hibbett HIBB 1.0 9 97.09 +2.85 .25 79.10 36.98 InglesMarkets IMKTA .9 6 77.22 –0.39 .165
18.23 14.01 ESSA Bancorp ESSA 2.8 10 17.25 +0.42 .12 28.01 19.91 FirstBusey BUSE 3.3 13 27.55 ... .23 10.40 10.03 GlblTechAcqnI GTACU ... ... 10.09 –0.01 ... 21.82 4.30 HighPeakEner HPK .7 93 13.54 –0.57 .025 50.97 14.27 Inhibrx INBX ... dd 43.32 +0.08 ...
31.99 21.05 EVO Payments EVOP ... dd 21.08 –2.52 ... 31.89 17.56 FirstBusFinSvcs FBIZ 2.4 8 30.03 –0.89 .18 21.25 12.47 GlobalWaterRscs GWRS 1.5 cc 18.89 +0.39 .0243 8.90 0.78 HighPeakEnerWt HPKEW ... ... 4.50 ... ... 99.27 19.57 InMode INMD ... 60 88.58 –4.88 ...
26.13 19.82 EagleBncpMT EBMT 2.2 8 22.31 –0.58 .125 915.40 526.25 FirstCitizBcshA FCNCA .2 15 818.93 –17.07 .47 28.68 26.29 GlbXBlockchain&Bit BITS ... ... 27.34 ... ... 13.46 9.60 HillmanSolns HLMN ... dd 10.46 –0.42 ... 11.95 3.02 InnatePharma IPHA ... dd 5.01 –0.09 ...
56.47 16.79 EagleBulkShip EGLE 21.3 6 37.62 –1.93 2.00 35.28 20.86 FstCmntyBcsh FCBC 3.1 12 35.10 +0.81 .27 67.90 44.48 GlobalFoundries GFS ... ... 62.11 +6.15 ... 3.62 1.00 HillmanSolnsWt HLMNW ... ... 2.59 –0.05 ... 11.25 3.72 Innodata INOD ... cc 7.24 –1.06 ...
58.25 36.48 EaglePharm EGRX ... cc 49.47 –2.03 ... 25.93 14.65 1stConstBncp FCCY 1.6 12 24.76 –1.13 .10 4.40 1.78 GlycoMimetics GLYC ... dd 1.88 –0.25 ... 17.88 4.82 HimaxTechs HIMX 2.6 5 10.00 –0.39 .262 107.73 73.56 Innospec IOSP 1.4 24 87.33 –6.45 .59
76.75 6.06 Eargo EAR ... dd 6.27 –0.86 ... 4.89 3.25 FirstEagleAltCap FCRD 8.5 7 4.73 –0.02 .10 19.49 9.11 Gogo GOGO ... dd 13.78 –1.88 ... 404.00 210.76 HinghamSvg HIFS .5 13 396.31 +16.31 .53 27.18 6.20 InnovAge INNV ... 84 8.41 –0.33 ...
87.77 42.51 EastWestBncp EWBC 1.6 14 81.19 –1.87 .33 26.62 15.98 FirstFinBncpOH FFBC 3.7 12 24.81 –0.50 .23 16.37 3.57 GoHealth GOCO ... dd 3.62 –0.81 ... 21.24 11.53 HollysysAuto HOLI ... 14 15.89 +0.63 ... 10.15 10.05 InnovativeIntl IOACU ... ... 10.10 +0.01 ...
23.03 13.97 EasternBankshares EBC 1.5 48 21.21 +0.61 .08 54.82 33.12 FirstFinBkshs FFIN 1.1 33 53.26 –1.16 .15 15.12 8.42 GolarLNG GLNG ... ... 12.62 –0.53 ... 85.00 60.10 Hologic HOLX ... 10 75.33 +1.79 ... 8.24 5.34 InnovSolSuprt ISSC .0 24 6.65 –0.47 .50
33.96 21.11 Eastern EML 1.8 27 24.50 –1.11 .11 47.00 36.56 FirstFinIN THFF 2.4 10 44.52 –0.18 .10 54.86 15.84 GoldenEnt GDEN ... 13 50.13 –0.12 ... 43.84 27.14 HomeBancorp HBCP 2.2 7 42.36 –0.60 .23 18.97 10.18 Innoviva INVA ... 5 17.05 –0.71 ...
13.70 1.62 EbangIntl EBON ... ... 1.77 –0.31 ... 17.25 10.61 FirstFinNW FFNW 2.6 13 16.88 ... .11 27.18 10.10 GoldenNugget GNOG ... dd 13.06 –1.64 ... 29.76 18.35 HomeBancShares HOMB 2.2 13 25.12 –0.86 .14 82.35 32.19 Inogen INGN ... 68 33.15 –0.76 ...
81.19 48.67 eBay EBAY 1.0 4 74.63 +0.72 .18 29.41 17.52 FirstFoundation FFWM 1.3 12 28.06 –0.68 .09 12.17 4.02 GoldenOcean GOGL 18.9 7 7.94 –1.08 .50 10.24 9.81 HomePlateAcqn HPLTU ... ... 9.93 ... ... 41.01 17.56 Inovalon INOV ... cc 40.99 +0.20 ...
64.14 22.39 Ebix EBIX .9 15 34.66 –1.65 .075 23.59 15.33 FirstGuarBcshs FGBI 2.8 9 22.84 +0.79 .1455 16.22 13.58 GolubCapital GBDC 7.6 7 15.26 –0.23 .29 13.15 3.75 HomePtCap HMPT 4.1 2 3.94 –0.46 .04 19.00 5.81 InovioPharma INO ... dd 7.35 ... ...
48.36 25.99 EchoGlobalLog ECHO ... 22 48.22 +0.08 ... 30.80 21.07 FirstHawaiian FHB 3.8 13 27.47 –1.01 .26 59.67 26.66 GoodRx GDRX ... dd 39.99 –1.73 ... 53.50 31.80 HomeStreet HMST 1.9 10 52.59 +0.64 .25 29.46 8.84 InozymePharma INZY ... dd 9.35 –0.64 ...
30.90 19.75 EchoStar SATS ... 18 28.68 –1.59 ... 45.92 24.45 FirstInternetBncp INBK .5 9 44.34 –0.64 .06 24.89 9.95 Goodyear GT ... 21 21.84 –1.71 ... 31.84 16.85 HomeTrustBcshs HTBI 1.1 26 31.47 +0.37 .09 21.93 5.94 Inseego INSG ... dd 7.16 +0.33 ...
40.49 13.60 EdgewiseTherap EWTX ... ... 19.94 +0.73 ... 51.24 37.23 FirstInterBanc FIBK 3.8 14 43.42 +0.21 .41 181.30 78.86 GooseheadIns GSHD .0 cc 130.99 –13.30 1.63 15.24 5.10 HomologyMed FIXX ... dd 5.17 –0.55 ... 107.86 68.68 InsightEnt NSIT ... 18 102.88 –2.58 ...
99.95 27.33 EditasMedicine EDIT ... dd 35.35 –2.55 ... 50.65 32.36 FirstMerchants FRME 2.8 11 41.60 –1.17 .29 13.79 6.38 GoPro GPRO ... 5 11.17 +0.01 ... 23.88 8.42 Honest HNST ... dd 8.45 –1.65 ... 45.44 22.00 Insmed INSM ... dd 30.46 –1.40 ...
19.50 8.98 EducDev EDUC 4.1 7 9.86 +0.16 .10 45.84 29.69 FirstMidBcshs FMBH 2.0 16 43.31 –1.54 .22 14.30 7.04 GossamerBio GOSS ... dd 11.57 –0.51 ... 236.86 194.55 Honeywell HON 1.8 28 218.49 –3.90 .98 29.49 14.42 InstilBio TIL ... ... 22.24 +1.56 ...
129.80 10.80 EHang EH ... dd 22.96 –2.36 ... 24.28 13.92 FirstMidwestBncp FMBI 2.7 13 20.56 –0.04 .14 33.70 8.27 GracellBiotech GRCL ... dd 8.83 –2.05 ... 42.90 24.83 HookerFurnishings HOFT 2.8 9 26.05 –0.46 .18 324.81 218.28 Insulet PODD ... dd 301.00 –13.85 ...
93.19 24.29 eHealth EHTH ... dd 24.34 –3.66 ... 19.25 13.70 FirstNWBncp FNWB 1.5 13 19.05 +0.09 .07 115.96 76.77 GrandCanyonEduc LOPE ... 14 77.60 –3.41 ... 16.61 9.33 HopeBancorp HOPE 3.7 10 15.20 +0.11 .14 40.91 22.50 Intapp INTA ... dd 28.72 –2.94 ...
13.49 5.82 EigerBioPharma EIGR ... dd 7.41 –0.14 ... 123.13 67.71 FirstSolar FSLR ... 26 108.37 –2.55 ... 34.00 10.67 GraphiteBio GRPH ... dd 11.09 –1.08 ... 20.43 14.06 HorizonBancorp HBNC 3.0 10 20.23 +0.30 .15 77.40 53.06 IntegraLifeSci IART ... 27 68.85 +0.72 ...
28.28 14.70 89bio ETNB ... dd 15.89 –1.76 ... 51.20 36.41 1stSource SRCE 2.5 11 49.21 –1.03 .31 37.88 2.79 GraybugVision GRAY ... dd 3.01 –0.13 ... 19.08 11.86 HorizonTechFin HRZN 7.1 12 16.98 –0.75 .10 11.03 9.91 IntegralAcqn1 INTEU ... ... 10.04 +0.03 ...
21.96 14.33 ElPolloLoco LOCO ... 18 14.41 –0.39 ... 20.49 14.75 FirstUnited FUNC 3.0 8 19.77 –0.47 .15 4.12 3.01 GreatElmCap GECC 11.5 44 3.47 –0.01 .10 120.54 66.41 HorizonTherap HZNP ... 46 107.19 –2.68 ... 29.68 16.23 IntegralAd IAS ... dd 25.50 –0.55 ...
162.77 113.89 ElbitSystems ESLT 1.2 26 152.04 +0.83 .46 25.46 18.75 FirstWatchRest FWRG ... ... 21.14 +1.08 ... 4.85 1.81 GreatElm GEG ... dd 1.97 –0.01 ... 19.02 13.16 HostHotels HST ... dd 17.05 –0.82 ... 68.49 45.24 Intel INTC 2.8 10 49.52 –0.79 .3475
15.30 6.43 ElcLastMile ELMS ... dd 8.44 –0.57 ... 32.00 16.40 FirstWesternFin MYFW ... 11 31.34 –0.45 ... 16.28 10.84 GreatLakesDredge GLDD ... 30 15.87 +0.17 ... 17.93 2.65 HoughtonMifflin HMHC ... dd 16.26 –0.32 ... 202.73 31.91 IntelliaTherap NTLA ... dd 129.48 –2.75 ...
4.07 1.17 ElcLastMileWt ELMSW ... ... 1.90 –0.04 ... 97.04 54.85 FirstCash FCFS 1.8 22 68.18 –10.46 .30 60.55 45.12 GreatSouthernBncp GSBC 2.5 10 57.70 –0.68 .36 64.53 39.01 Huazhu HTHT ... cc 48.21 –0.15 ... 15.45 5.37 Intellicheck IDN ... dd 5.42 –0.90 ...
3.63 0.75 electroCore ECOR ... dd .76 –0.16 ... 7.37 3.85 FirsthandTechVal SVVC ... 5 4.52 +0.16 ... 44.27 11.91 GreenPlains GPRE ... dd 40.33 +0.39 ... 86.99 52.35 HubGroup HUBG ... 26 83.57 –1.11 ... 10.28 10.03 IntelligentMed IQMDU ... ... 10.12 ... ...
150.30 119.10 ElectronicArts EA .5 49 132.39 –13.05 .17 202.78 127.61 FirstService FSV .4 69 195.88 –0.13 .1825 16.02 7.63 GreenPlainsPtrs GPP 12.2 8 14.24 –0.36 .435 30.99 9.77 HudsonGlobal HSON ... 39 30.79 +5.13 ... 96.73 52.26 InterParfums IPAR 1.1 28 92.56 –0.60 .25
16.22 7.12 ElevationOnc ELEV ... ... 7.43 –0.26 ... 127.34 94.39 Fiserv FISV ... 52 100.06 –0.76 ... 10.14 9.91 GreenVisorI GVCIU ... ... 10.08 ... ... 13.85 1.72 HuizeHolding HUIZ ... dd 1.75 –0.16 ... 80.57 52.06 InteractiveBrkrs IBKR .5 22 74.56 +1.15 .10
29.69 13.51 EliemTherap ELYM ... ... 17.83 –0.11 ... 237.86 152.37 FiveBelow FIVE ... 47 215.36 +6.45 ... 519.04 16.26 GreenidgeGen GREE ... dd 20.84 –4.52 ... 17.45 8.61 Humacyte HUMA ... dd 10.95 +0.59 ... 38.94 11.60 InterceptPharm ICPT ... dd 17.23 –1.81 ...
6.77 0.65 EloxxPharm ELOX ... dd .68 –0.56 ... 211.68 139.75 Five9 FIVN ... dd 150.00 –10.65 ... 8.73 1.41 Greenlane GNLN ... dd 1.43 –0.64 ... 5.60 0.58 HumacyteWt HUMAW ... ... 3.51 +0.01 ... 12.72 2.01 Intercure INCR ... 40 7.87 –0.79 ...
10.30 7.10 EmbarkTech EMBK ... 77 7.99 –0.71 ... 33.62 21.91 FiveStarBncp FSBC 1.9 ... 30.85 +2.61 .15 9.71 6.60 GreenlightCapRe GLRE ... 7 7.08 –0.28 ... 202.71 132.05 JBHunt JBHT .6 31 194.26 –4.95 .30 85.75 59.33 InterDigital IDCC 1.9 70 71.84 –0.48 .35
2.20 0.86 EmbarkTechWt EMBKW ... ... 1.57 +0.02 ... 20.04 15.51 Flex FLEX ... 9 17.78 –1.20 ... 12.63 4.02 GreenSky GSKY ... 20 11.44 –0.56 ... 16.91 11.70 HuntingtonBcshs HBAN 3.9 17 16.02 –0.23 .155 18.03 8.10 Interface TILE .3 18 15.87 –0.74 .01
10.87 3.88 Emcore EMKR ... 13 7.72 –0.94 ... 13.66 4.30 FlexionTherap FLXN ... dd 9.12 –0.05 ... 20.49 11.72 Grifols GRFS 4.1 10 11.88 –0.10 .4562 38.83 28.60 Hurco HURC 1.7 cc 32.04 –2.26 .14 53.06 31.47 IntlBcshs IBOC 2.7 11 43.98 –1.19 .60
24.00 19.25 Enact ACT .0 ... 23.02 +1.02 1.23 51.13 24.50 Flexsteel FLXS 2.1 9 29.00 –0.19 .15 19.49 3.26 GrindrodShipping GRIN .0 dd 14.27 –0.22 .72 61.99 41.93 HuronConsulting HURN ... 42 49.60 –2.82 ... 28.17 15.92 IntersectENT XENT ... dd 27.15 +0.02 ...
102.00 40.32 EnantaPharma ENTA ... dd 75.33 –15.91 ... 39.40 32.00 FluenceEnergy FLNC ... ... 35.80 –1.72 ... 35.20 2.63 Gritstone GRTS ... dd 11.18 –0.10 ... 16.57 0.91 Hut8Mining HUT ... 45 13.22 –2.06 ... 8.46 4.57 Intevac IVAC ... dd 4.92 –0.23 ...
60.75 29.21 EncoreCapital ECPG ... 6 58.92 –0.03 ... 8.50 2.15 Fluent FLNT ... dd 2.20 –0.43 ... 46.58 21.01 GroceryOutlet GO ... 35 27.82 +0.06 ... 95.48 31.30 Hydrofarm HYFM ... dd 38.99 –4.67 ... 47.03 23.38 Intra-Cellular ITCI ... dd 40.28 –0.78 ...
148.44 51.36 EncoreWire WIRE .1 7 144.70 +1.71 .02 7.51 3.71 Fluidigm FLDM ... dd 4.49 –0.43 ... 64.69 20.76 Groupon GRPN ... 8 24.09 –3.55 ... 11.25 5.28 Hywin HYW ... ... 5.98 ... ... 28.16 16.17 Intricon IIN ... cc 17.33 –3.49 ...
10.89 1.94 EndoIntl ENDP ... 22 6.20 –0.54 ... 25.22 13.89 FlushingFin FFIC 3.5 11 23.96 –0.02 .21 60.53 45.08 GrAeroportuario OMAB ... 24 50.85 –0.96 ... 19.95 5.09 HyzonMotors HYZN ... dd 8.19 +1.08 ... 716.86 337.72 Intuit INTU .4 92 692.34 +65.35 .68
10.20 10.10 EnergemUn ENCPU ... ... 10.18 ... ... 57.41 27.63 Flywire FLYW ... dd 41.71 –3.05 ... 41.28 26.05 GuarantyBcshrs GNTY 2.1 12 38.57 –1.83 .20 6.05 0.99 HyzonMotorsWt HYZNW ... ... 2.40 +0.32 ... 369.69 227.47 IntuitiveSurgical ISRG ... 75 348.65 –6.28 ...
24.31 10.42 EnergyRecovery ERII ... cc 24.18 +1.55 ... 69.13 36.77 FocusFinPtrs FOCS ... cc 68.15 +0.39 ... 33.25 14.81 GuarFedBcsh GFED 1.8 16 32.67 +0.47 .15 19.06 10.52 Inventiva IVA ... dd 13.20 –0.65 ...
6.87
13.11
3.40 0.60
EnjoyTech
EnjoyTechWt
ENJY
ENJYW
...
...
...
...
7.40
.76
–0.52
–0.34
...
...
10.26
28.27
10.05
8.01
FocusImpact
FoghornTherap
FIACU
FHTX
...
...
...
dd
10.08
13.68
...
–0.95
...
...
181.07
5.30
96.66
2.92
GuardantHealth
GulfIslandFab
GH
GIFI
...
...
dd
dd
97.58
4.02
–6.22
–0.17
...
... I 23.69
6.58
15.64
3.86
Investar
InvestcpCredit
ISTR
ICMB
1.8
11.0
36
dd
18.14
5.46
–0.24
–0.13
.08
.15
36.21 11.65 Enovix ENVX ... ... 35.82 +2.04 ... 56.33 16.71 FormaTherap FMTX ... dd 17.53 –1.52 ... 7.74 3.80 Gulf Resources GURE ... dd 5.99 –0.56 ... 16.20 9.38 InvestorsBancorp ISBC 3.6 13 15.64 –0.17 .14
24.58 2.81 EnovixWt ENVXW ... ... 23.97 +2.02 ... 52.39 32.69 FormFactor FORM ... 44 42.97 +0.27 ... 179.12 90.48 IAC/InterActive IAC ... 11 128.76 –7.85 ... 248.00 140.25 InvestorsTitle ITIC .8 7 241.24 +5.06 18.00
272.00
98.66
108.88
67.74
EnphaseEnergy
EnsignGroup
ENPH
ENSG
...
.3
cc
24
267.74
80.34
+16.12
–1.82
...
.0525
142.00
59.93
75.30
36.41
FormulaSys
ForresterRes
FORTY
FORR
.8
...
38
58
122.95
58.20
+2.25
+0.14
.7812
... H 25.50
107.07
15.38
71.03
IBEX
ICF Intl
IBEX
ICFI
...
.5
...
28
17.71
105.19
+0.21 ...
+0.52 .14
64.37
54.21
29.01
15.88
IonisPharma
IovanceBiotherap
IONS
IOVA
...
...
dd
dd
31.99
18.83
–0.70
–2.24
...
...
269.12 188.62 EnstarGroup ESGR ... 4 235.09 +0.78 ... 23.95 15.87 Forterra FRTA ... 15 23.81 –0.05 ... 282.00 183.17 ICU Medical ICUI ... 49 246.98 +3.36 ... 28.97 6.87 iQIYI IQ ... dd 6.90 –2.19 ...
3.88 1.72 EntasisTherap ETTX ... dd 2.65 –0.17 ... 355.35 115.71 Fortinet FTNT ... cc 342.51 +0.34 ... 50.69 26.36 H&E Equipment HEES 2.4 48 45.35 –2.05 .275 28.00 12.28 IDEAYA Bio IDYA ... dd 23.22 +0.19 ... 286.19 41.66 iRhythmTechs IRTC ... dd 100.25 –6.41 ...
155.55 88.17 Entegris ENTG .2 56 154.01 +4.25 .08 10.10 10.03 FortuneRise FRLAU ... ... 10.09 +0.02 ... 19.43 13.08 HBT Finl HBT 3.2 9 18.60 –0.18 .15 706.95 443.14 IdexxLab IDXX ... 74 647.27 +19.09 ... 9.71 1.60 Iridex IRIX ... dd 7.64 –0.40 ...
41.00 25.06 EnterpriseBncp EBTC 1.8 12 40.32 –0.20 .185 109.22 70.93 ForwardAir FWRD .8 69 103.09 –3.38 .21 7.78 2.36 HCW Biologics HCWB ... ... 2.94 +0.01 ... 56.24 36.13 IES Holdings IESC ... 19 53.18 –1.11 ... 54.65 31.38 IridiumComm IRDM ... dd 39.98 –2.05 ...
52.00 33.28 EnterpriseFinSvcs EFSC 1.7 13 47.38 –0.93 .20 28.60 8.38 Fossil FOSL ... cc 14.36 –2.64 ... 25.61 15.50 HMN Fin HMNF ... 7 23.67 –0.16 ... 133.00 44.80 IGM Biosci IGMS ... dd 53.97 –6.16 ... 28.25 21.46 IrisEnergy IREN ... ... 24.80 ... ...
10.80 10.02 Ent4.0TechAcqn ENTFU ... ... 10.11 +0.01 ... 19.47 14.02 FosterLB FSTR ... 30 16.78 +0.10 ... 20.00 3.43 Hookipa HOOK ... dd 3.51 –0.66 ... 100.44 54.35 II-VI IIVI ... 26 64.08 –1.12 ... 197.40 74.01 iRobot IRBT ... 33 87.47 –2.01 ...
8.88 1.80 EnthusiastGaming EGLX ... dd 4.07 +0.71 ... 10.11 10.00 FounderSPAC FOUNU ... ... 10.10 +0.05 ... 43.94 23.67 HUTCHMED(China) HCM ... ... 30.72 –0.33 ... 85.40 35.50 I-Mab IMAB ... ... 68.57 +8.47 ... 14.27 8.78 IronwoodPharm IRWD ... 4 11.70 –0.77 ...
36.85 20.00 EntradaTherap TRDA ... ... 32.79 +0.39 ... 55.11 21.40 4D Molecular FDMT ... ... 23.06 –1.92 ... 23.30 13.06 HackettGroup HCKT 1.8 28 21.70 –0.34 .10 80.35 55.60 IndusRealty INDT .8 dd 74.27 +0.99 .15 16.95 10.23 IsoPlexis ISO ... ... 15.31 –0.39 ...
14.30 3.65 Epizyme EPZM ... dd 3.67 –0.83 ... 15.50 6.08 4Dpharma LBPS ... dd 7.26 –1.25 ... 66.60 25.00 HailiangEduc HLG ... ... 25.50 –3.80 ... 10.32 5.76 IN8bio INAB ... ... 6.80 –1.63 ... 47.61 17.43 iTeosTherap ITOS ... cc 38.22 +8.01 ...
139.48 79.14 ePlus PLUS ... 17 115.08 –5.98 ... 1.76 0.62 4DpharmaWt LBPSW ... ... .79 –0.05 ... 48.88 35.57 HainCelestial HAIN ... 42 40.59 –1.10 ... 17.88 8.66 IO Biotech IOBT ... ... 8.71 –2.79 ... 122.31 66.18 Itron ITRI ... cc 66.76 –5.40 ...
6.80 3.10 EpsilonEnergy EPSN ... 37 5.18 –0.39 ... 44.80 27.12 FoxA FOXA 1.2 13 38.99 –2.11 .24 5.70 3.13 HallmarkFin HALL ... dd 4.25 +0.69 ... 262.55 151.27 IPG Photonics IPGP ... 34 163.90 –6.18 ... 29.85 16.30 IturanLocation ITRN 3.4 17 26.60 –0.95 .14
11.33 4.08 Equillium EQ ... dd 5.25 –0.30 ... 42.14 26.89 FoxB FOX 1.3 12 36.32 –1.83 .24 56.40 35.11 HalozymeTherap HALO ... 13 35.53 –3.43 ... 3.66 1.91 IRSA Prop IRCP ... dd 2.39 –0.38 ...
190.29 21.05
885.26
36.00
586.73
19.91
Equinix
EquityBcshs
EQIX
EQBK
1.5
.9
cc
9
788.53
34.69
+13.14
–0.26
2.87
.08 46.12
78.20
25.28
FoxFactory
Franchise
FOXF
FRG
...
3.3
49
9
184.49
45.08
+1.21
+1.08
...
.375
116.00
53.61
68.23
27.38
HamiltonLane
HancockWhitney
HLNE
HWC
1.2
2.1
27
11
113.49
51.07
+3.96
–1.75
.35
.27
35.99
19.32 4.96
i3Verticals
IVERICbio
IIIV
ISEE
...
...
dd
dd
22.25
15.86
+0.27 ...
–0.90 ... J
24.47 14.51 Erasca ERAS ... ... 18.03 –1.42 ... 95.39 65.65 FranklinElec FELE .7 32 94.96 +1.14 .175 24.89 9.68 HanmiFinancial HAFC 3.4 9 23.49 –0.17 .20 10.01 9.86 IX Acqn IXAQU ... ... 9.95 ... ...
266.77 168.87 ErieIndemnity A ERIE 1.9 37 215.78 –14.26 1.035 18.88 2.41 FreelineTherap FRLN ... ... 2.46 –0.60 ... 15.49 9.75 HarborOneBncp HONE 1.4 12 14.77 –0.13 .05 69.10 49.45 IcahnEnterprises IEP 15.8 cc 50.62 –6.45 2.00 15.54 4.70 JakksPacific JAKK ... dd 10.93 –2.82 ...
13.00 2.30 ErytechPharma ERYP ... dd 2.40 –0.01 ... 8.63 1.59 FreightCarAmer RAIL ... dd 3.79 –1.04 ... 11.36 6.31 Harmonic HLIT ... cc 11.08 +0.31 ... 63.42 29.04 Ichor ICHR ... 20 49.20 +0.68 ... 181.71 140.27 J&JSnackFoods JJSF 1.8 64 144.55 –10.30 .633
25.72 18.00 Escalade ESCA 2.9 11 19.51 +0.51 .14 13.06 8.82 FrequencyElec FEIM ... dd 9.77 –0.03 ... 52.71 25.09 HarmonyBio HRMY ... cc 38.76 –3.77 ... 19.10 4.13 iClickInteract ICLK ... dd 6.97 –0.26 ... 108.29 61.65 JD.com JD ... 27 91.55 +5.60 ...
39.49 7.23 EsperionTherap ESPR ... dd 7.41 –1.38 ... 58.37 5.80 FrequencyTherap FREQ ... dd 6.02 –0.22 ... 25.24 5.80 HarpoonTherap HARP ... dd 6.84 –0.80 ... 301.72 168.76 Icon ICLR ... 73 286.20 +0.65 ... 17.50 9.75 Joann JOAN 4.0 2 9.94 –1.20 .10
10.30 4.03 EtonPharm ETON ... dd 4.56 –0.46 ... 186.98 113.83 Freshpet FRPT ... dd 114.41 –10.22 ... 12.99 5.13 HarrowHealth HROW ... dd 10.81 –0.27 ... 49.99 21.70 Icosavax ICVX ... ... 28.07 +1.76 ... 148.88 39.11 Joyy YY 3.6 36 56.52 +3.22 .51
299.80 133.65 Etsy ETSY ... 87 294.38 +22.23 ... 53.36 34.59 FreshworksA FRSH ... dd 38.31 +0.59 ... 8.75 3.57 HarvardBioSci HBIO ... dd 7.44 –0.61 ... 28.24 10.02 iHeartMedia IHRT ... dd 22.24 +0.18 ... 179.98 141.65 JackHenry JKHY 1.2 36 153.21 –4.53 .46
167.71 106.96 EuronetWorldwide EEFT ... 41 109.80 –8.42 ... 58.94 33.40 Frontdoor FTDR ... 26 37.47 +0.21 ... 104.89 86.05 Hasbro HAS 2.7 31 100.48 +2.28 .68 37.61 9.63 IkenaOncology IKNA ... dd 15.45 –1.51 ... 124.53 87.71 JackintheBox JACK 1.8 13 97.47 –3.23 .44
Nasdaq Issues
56.10 28.16 JamesRiver JRVR 4.1 dd 28.94 –0.48 .30 8.20 5.25 LincolnEduc LINC ... 4 7.15 –0.20 ... 327.00 232.88 MesaLab MLAB .2 cc 312.35 –1.16 .16 27.97 17.15 NewsCorp A NWSA .9 27 22.13 –1.68 .10 48.14 32.78 PRA Group PRAA ... 11 42.99 –1.86 ...
49.27 27.77 JamfHolding JAMF ... dd 31.46 –0.68 ... 147.43 110.52 LincolnElectric LECO ... 33 146.04 +1.77 ... 17.41 5.52 Mesoblast MESO ... dd 6.24 –0.03 ... 26.21 17.05 NewsCorp B NWS .9 27 22.32 –1.46 .10 47.73 33.56 ProceptBio PRCT ... ... 40.68 –0.68 ...
37.99 16.32 JanuxTherapeutics JANX ... dd 17.88 –4.60 ... 10.08 10.01 LionheartIII LIONU ... ... 10.08 +0.03 ... 65.96 32.76 MetaFinancial CASH .3 14 62.84 –1.22 .05 38.78 17.21 NewtekBusSvcs NEWT 10.6 ... 29.60 –0.32 1.05 153.73 99.35 PTC PTC ... 29 117.33 –4.50 ...
189.00 126.01 JazzPharma JAZZ ... dd 128.37 –11.16 ... 30.00 9.11 LiquiditySvcs LQDT ... 40 26.68 +0.78 ... 384.33 244.61 MetaPlatforms FB ... 25 345.30 +4.41 ... 28.00 9.50 NexImmune NEXI ... dd 10.07 –0.65 ... 70.82 34.85 PTC Therap PTCT ... dd 40.01 +0.51 ...
21.96 13.86 JetBlue JBLU ... dd 14.40 –0.76 ... 334.84 229.89 Littelfuse LFUS .7 27 321.54 –8.33 .53 11.00 1.11 Metacrine MTCR ... dd 1.27 +0.02 ... 171.16 97.37 NexstarMedia NXST 1.7 8 163.42 –4.75 .70 103.19 77.96 Paccar PCAR 1.6 17 86.37 –3.47 .34
73.61 31.17 JFrog FROG ... dd 35.03 –1.97 ... 93.89 49.44 LivaNova LIVN ... dd 86.07 –4.37 ... 52.88 29.61 Methanex MEOH 1.2 13 43.17 –2.66 .125 14.40 5.75 NextCure NXTC ... dd 5.80 –0.63 ... 53.69 14.07 PacBiosciCA PACB ... dd 26.47 –0.85 ...
14.95 2.83 Jiayin JFIN ... 3 3.63 –0.24 ... 99.89 38.50 LiveOakBcshs LOB .1 26 97.08 +3.81 .03 27.77 13.80 MetroCityBkshs MCBS 2.1 13 27.18 +0.37 .14 13.25 6.40 Nexters GDEV ... ... 8.20 –0.51 ... 47.46 28.57 PacificPremBncp PPBI 3.2 12 41.55 –2.11 .33
154.18 82.35 JohnsonOutdoors JOUT 1.1 12 110.53 –1.08 .30 72.23 42.05 LivePerson LPSN ... dd 42.37 –5.93 ... 87.52 64.53 MicrochipTech MCHP 1.1 89 82.68 –0.67 .232 2.02 0.57 NextersWt GDEVW ... ... .78 –0.02 ... 80.00 45.05 PaciraBioSci PCRX ... 41 55.71 –1.33 ...
14.84 5.03 JounceTherap JNCE ... dd 8.31 –0.39 ... 11.43 4.60 LiveVox LVOX ... 43 4.70 –1.05 ... 96.96 61.35 MicronTech MU .5 16 83.03 +5.73 .10 23.80 13.64 NextGenHlthcr NXGN ... dd 16.48 –0.52 ... 19.61 10.57 PactivEvergreen PTVE 3.0 dd 13.46 –0.94 .10
19.84 13.32 JustEatTakeaway GRUB ... dd 14.25 +0.53 ... 13.65 5.15 LiveVoxUn LVOXU ... ... 5.22 –1.18 ... 345.10 208.16 Microsoft MSFT .7 38 343.11 +6.39 .62 12.50 7.15 NicholasFin NICK ... 10 12.10 –0.09 ... 50.42 23.14 PacWestBancorp PACW 2.1 10 47.68 –0.70 .25
2.55 0.60 LiveVoxWt LVOXW ... ... .90 –0.08 ... 1315.00 214.37 MicroStrategy MSTR ... dd 718.31 –93.42 ... 37.95 9.02 Nikola NKLA ... dd 11.86 –2.12 ... 545.89 287.12 PaloAltoNtwks PANW ... dd 530.34 +15.16 ...
K 12.50
16.75
7.19
2.15
LixiangEduc
Lizhi
LXEH
LIZI
...
...
19
dd
8.86
2.63
+0.12 ...
–0.25 ...
25.20
7.94
7.38
1.20
Microvast
MicrovastWt
MVST
MVSTW
...
...
dd
...
8.94
1.97
–0.75
–0.30
...
...
3.50
79.60
1.04
25.65
9F
908Devices
JFU
MASS
...
...
dd
dd
1.29
25.88
–0.05
–5.97
...
...
115.40
39.62
61.01
22.27
Palomar
PanAmerSilver
PLMR
PAAS
...
1.5
80
22
83.64
26.78
–9.22
–0.97
...
.10
28.90 10.34 LoganRidgeFin LRFC ... dd 24.99 –0.02 ... 28.00 1.90 MicroVision MVIS ... dd 7.89 –1.40 ... 53.38 21.08 NiuTech NIU ... 57 24.06 –2.24 ... 140.68 77.57 PapaJohn's PZZA 1.1 dd 133.06 +2.93 .35
426.84 242.48 KLA KLAC 1.0 24 422.38 +9.10 1.05 9.74 2.85 LogicBioTherap LOGC ... dd 2.98 –0.65 ... 32.09 20.74 MidPennBancorp MPB 2.7 7 29.55 –0.48 .20 79.16 15.61 Nkarta NKTX ... dd 17.37 –2.17 ... 11.24 4.57 ParatekPharma PRTK ... dd 4.83 –0.45 ...
18.97 3.87 KLX Energy KLXE ... dd 3.97 –0.19 ... 9.83 9.33 LogisticsInnovA LITT ... ... 9.72 ... ... 196.49 123.93 Middleby MIDD ... 24 187.66 +0.37 ... 46.45 23.65 nLIGHT LASR ... dd 27.01 +0.03 ... 41.78 21.37 Park-Ohio PKOH 2.3 dd 21.72 –1.78 .125
15.29 9.24 KVH Inds KVHI ... dd 10.33 –0.37 ... 10.97 9.74 LogisticsInnovTech LITTU ... ... 10.02 –0.17 ... 116.40 67.09 MiddlesexWater MSEX 1.0 52 110.59 +4.97 .29 13.55 7.42 Noodles NDLS ... cc 11.55 –0.24 ... 10.27 10.10 ParsecCap PCXCU ... ... 10.25 +0.01 ...
141.07 74.89 KaiserAlum KALU 2.9 dd 100.69 –7.32 .72 140.17 78.13 LogitechIntl LOGI ... 15 81.56 +0.37 ... 30.32 16.76 MidlandStBncp MSBI 4.5 9 25.00 –0.39 .28 272.28 178.61 Nordson NDSN .8 43 266.96 –0.49 .51 5.60 3.92 PartnerComms PTNR ... cc 5.48 +0.24 ...
9.97 1.69 KalaPharm KALA ... dd 1.91 –0.16 ... 18.95 5.90 LongboardPharm LBPH ... dd 6.10 +0.15 ... 34.65 23.09 MidWestOneFin MOFG 2.7 7 33.10 –0.76 .225 38.31 21.37 NortheastBank NBN .1 4 32.99 –1.98 .01 30.87 7.68 PassageBio PASG ... dd 8.38 –0.37 ...
20.50 4.10 KaleidoBiosci KLDO ... dd 4.19 –0.04 ... 18.20 6.87 LoopIndustries LOOP ... dd 14.23 –1.75 ... 9.03 5.09 MilestonePharm MIST ... dd 6.06 –0.04 ... 21.50 8.61 NorthernTechsIntl NTIC 1.8 58 16.00 –0.75 .07 23.28 13.40 PatriaInvts PAX 5.0 ... 18.83 +0.33 .14
14.00 5.25 Kaltura KLTR ... dd 5.55 –0.31 ... 31.57 4.64 LordstownMotors RIDE ... dd 5.06 –0.62 ... 51.25 32.67 MillerKnoll MLKN 1.8 55 42.01 +1.58 .1875 126.73 88.20 NorthernTrust NTRS 2.3 19 120.61 –4.69 .70 98.83 60.52 PatrickIndustries PATK 1.7 9 80.00 –2.12 .33
45.00 14.33 KalVistaPharm KALV ... dd 16.61 –1.06 ... 17.50 7.90 Lottery.com LTRY ... dd 8.23 –5.02 ... 46.18 33.80 MillicomIntl TIGO ... dd 34.05 –2.59 ... 18.41 11.07 NorthfieldBanc NFBK 3.0 13 17.36 –0.69 .13 16.70 6.85 PatriotNatBncp PNBK ... 33 15.21 +5.16 ...
8.16 5.11 Kamada KMDA ... 21 5.60 –0.04 ... 4.18 1.04 Lottery.comWt LTRYW ... ... 1.65 –1.47 ... 85.48 38.84 Mimecast MIME ... cc 83.20 +1.83 ... 48.19 30.86 NorthrimBanCorp NRIM 3.3 7 44.85 –1.60 .38 16.29 8.42 PatriotTransport PATI .0 31 10.37 –4.33 3.75
17.45 4.09 KandiTech KNDI ... 29 4.18 –0.35 ... 95.51 28.52 Lovesac LOVE ... 38 82.93 –1.06 ... 3.80 2.32 Mind CTI MNDO 8.5 11 3.05 –0.24 .26 15.48 11.56 NorthwestBcshs NWBI 5.8 11 13.86 –0.37 .20 37.37 27.02 Patterson PDCO 3.1 20 33.19 –0.81 .26
44.96 27.90 Kanzhun BZ ... ... 35.46 –3.09 ... 98.95 29.00 LoyaltyVentures LYLT ... ... 32.87 –1.70 ... 4.12 1.11 MinervaNeurosci NERV ... dd 1.12 –0.19 ... 38.08 23.11 NorthwestPipe NWPX ... 20 29.80 –0.59 ... 11.27 4.00 PattersonUTIEn PTEN 1.1 dd 7.36 –1.29 .02
25.91 15.56 KaratPkg KRT ... 23 21.00 –0.23 ... 13.52 8.16 LucidDiag LUCD ... ... 9.42 –0.36 ... 10.37 7.60 MinervaSurgical UTRS ... ... 8.25 –1.43 ... 70.80 53.16 Northwestern NWE 4.5 15 54.79 –2.89 .62 126.20 85.30 Paychex PAYX 2.1 37 124.99 +0.39 .66
161.98 91.04 KarunaTherap KRTX ... dd 132.42 –5.45 ... 64.86 9.69 Lucid LCID ... dd 55.21 +11.28 ... 22.16 11.20 MiNK Therap INKT ... ... 15.98 –0.42 ... 28.92 17.98 NortonLifeLock NLOK 2.0 17 25.00 –0.53 .125 39.71 24.00 PaycorHCM PYCR ... dd 32.57 +0.84 ...
18.00 4.42 KaryopharmTherap KPTI ... dd 7.57 –0.92 ... 37.99 4.23 LuciraHealth LHDX ... dd 6.80 +0.63 ... 249.42 131.47 MiratiTherap MRTX ... dd 138.86 –3.39 ... 29.50 23.00 NorwoodFin NWFL 3.8 9 27.23 –0.34 .26 314.50 154.26 Paylocity PCTY ... cc 272.02 +3.70 ...
19.65 3.10 Katapult KPLT ... dd 4.23 –0.86 ... 15.09 12.25 Lulu'sFashion LVLU ... cc 14.39 +0.64 ... 26.31 13.85 MirumPharm MIRM ... dd 15.69 –0.19 ... 141.68 60.55 Nova NVMI ... 47 134.60 +2.82 ... 14.50 7.42 Payoneer PAYO ... dd 8.60 –0.20 ...
5.87 0.44 KatapultWt KPLTW ... ... 1.01 –0.38 ... 485.83 269.28 lululemon LULU ... 75 473.00 +20.41 ... 11.00 3.52 Missfresh MF ... ... 4.54 –0.06 ... 184.44 113.20 Novanta NOVT ... cc 167.22 +3.09 ... 4.46 0.88 PayoneerWt PAYOW ... ... 2.27 +0.04 ...
13.88 8.94 KearnyFinancial KRNY 3.4 14 13.03 –0.53 .11 112.08 65.67 Lumentum LITE ... 17 91.19 –0.61 ... 22.93 12.91 MissionProduce AVO ... 29 19.32 –1.01 ... 331.68 85.62 Novavax NVAX ... dd 192.34 +22.45 ... 310.16 190.96 PayPal PYPL ... 47 193.61 –14.69 ...
26.98 17.26 KellyServices A KELYA 1.1 6 17.52 –1.04 .05 47.80 10.81 LuminarTech LAZR ... dd 19.17 –0.46 ... 497.49 93.54 Moderna MRNA ... 16 263.78 +32.59 ... 232.76 100.00 Novocure NVCR ... dd 103.51 –11.55 ... 36.39 20.29 PeapackGladFinl PGC .6 15 34.72 –0.20 .05
60.00 17.00 KellyServices B KELYB 1.1 7 18.15 –0.75 .05 11.09 7.15 LumiraDx LMDX ... ... 10.35 +1.50 ... 211.94 121.00 ModivCare MODV ... 93 147.77 –7.49 ... 55.44 38.61 NuanceComms NUAN ... dd 55.25 +0.38 ... 148.80 109.06 Pegasystems PEGA .1 dd 119.94 +1.17 .03
22.08 5.08 KemPharm KMPH ... dd 8.40 –0.72 ... 2.36 0.49 LumiraDxWt LMDXW ... ... 1.98 +0.19 ... 21.33 9.57 MolecularPtrs MOLN ... ... 10.45 –4.29 ... 7.83 1.88 NuCana NCNA ... dd 2.66 –0.24 ... 171.09 45.90 Peloton PTON ... dd 47.14 –2.08 ...
8.16 6.09 KY FirstFedBncp KFFB 5.6 28 7.12 –0.06 .10 36.72 7.23 LumosPharma LUMO ... dd 8.05 –0.95 ... 15.19 4.16 MolecularTemp MTEM ... dd 4.35 –1.03 ... 52.38 21.53 NurixTherap NRIX ... dd 31.34 –2.72 ... 142.00 51.58 PennNational PENN ... 23 52.42 –5.83 ...
88.80 28.50 KerosTherap KROS ... dd 59.84 –2.03 ... 15.37 9.18 LutherBurbank LBC 3.4 10 14.24 –0.42 .12 28.12 16.35 Momentive MNTV ... dd 22.09 –1.16 ... 44.50 25.15 Nutanix NTNX ... dd 34.27 –0.56 ... 69.56 19.03 Pennant PNTG ... 78 22.52 –3.93 ...
37.11 29.52 KeurigDrPepper KDP 2.1 29 35.16 –0.51 .1875 19.84 10.31 LyellImmuno LYEL ... ... 10.81 –0.58 ... 29.18 8.19 Momentus MNTS ... dd 8.28 –2.41 ... 40.82 17.00 Nuvalent NUVL ... dd 24.38 –0.73 ... 7.41 4.00 PennantPark PNNT 6.7 3 7.16 +0.18 .12
14.99 8.40 KewauneeSci KEQU ... dd 12.79 –0.16 ... 68.28 37.63 Lyft LYFT ... dd 47.51 –5.45 ... 11.96 1.32 MomentusWt MNTSW ... ... 1.69 –0.70 ... 72.61 44.80 Nuvasive NUVA ... dd 55.34 –0.82 ... 28.19 21.13 PennsWoodsBncp PWOD 5.3 11 24.01 –0.64 .32
9.48 6.21 KeyTronic KTCC ... 20 6.21 –0.13 ... 16.50 5.75 LyraTherap LYRA ... dd 5.90 –1.12 ... 76.00 48.41 MonarchCasino MCRI ... 22 71.21 –1.15 ... 140.23 41.90 Nuvei NVEI ... cc 99.46 –7.54 ... 19.62 12.36 People'sUtdFin PBCT 4.0 12 18.15 –0.31 .1825
14.35 4.61 KezarLifeSci KZR ... dd 13.97 +5.78 ... 450.00 155.01 monday.com MNDY ... dd 371.25 +7.33 ... 330.88 115.67 NVIDIA NVDA .0 cc 329.85 +25.95 .04 36.75 24.11 PeoplesBncpOH PEBO 4.4 16 33.01 –0.19 .36
80.12 39.50 Kforce KFRC 1.3 23 79.00 +0.87 .26 37.00 20.00 Nyxoah NYXH ... dd 21.56 –1.95 ...
30.61 14.29 KimballElec KE ... 14 23.75 –2.63 ... M 65.60
12.36
52.91
4.93
Mondelez
MoneyGram
MDLZ
MGI
2.3
...
19
dd
60.52
5.72
–2.26
–0.58
.35
...
29.69
50.00
19.71
35.80
PeoplesBncpNC
PeoplesFinSvcs
PEBK
PFIS
2.4
3.1
12
10
28.78
49.70
–0.10
+0.71
.17
.38
14.86
74.67
10.69
20.80
KimballIntl B
KingsoftCloud
KBAL
KC
3.3
...
dd
dd
11.05
21.08
–0.26
–1.96
.09
... 78.84 42.09 Macom Tech MTSI ... cc 77.51 +2.66 ...
590.00
576.70
238.01
300.55
MongoDB
MonolithicPower
MDB
MPWR
...
.4
dd
cc
569.77
570.59
+2.94
+8.82
...
.60 O 10.00
166.43
9.89
128.32
PepperLimeHlth
PepsiCo
PEPLU
PEP
...
2.6
...
28
10.00
163.81
+0.02
+1.16
...
1.075
24.70 10.30 KiniksaPharm KNSA ... dd 12.20 –1.19 ... 14.70 10.56 MeliKaszek MEKA ... ... 14.35 +1.01 ... 72.67 42.70 Monro MNRO 1.7 37 60.11 –2.63 .26 10.15 10.05 PerceptionCapII PCCTU ... ... 10.13 +0.01 ...
48.75 17.58 KinnateBio KNTE ... dd 21.17 –1.82 ... 82.95 63.00 MGE Energy MGEE 2.1 25 75.20 –2.63 .3875 99.89 82.96 MonsterBev MNST ... 31 89.30 –2.76 ... 51.40 26.16 ODP ODP ... 27 40.96 +1.08 ... 14.05 10.22 PerdoceoEduc PRDO ... 7 10.54 +0.15 ...
252.70 153.12 KinsaleCapital KNSL .2 34 209.07 +5.42 .11 79.52 41.84 MGP Ingredients MGPI .6 21 74.24 +0.76 .12 45.56 17.39 MonteRosaTherap GLUE ... dd 19.57 –5.62 ... 13.56 7.03 OP Bancorp OPBK 3.0 9 13.13 +0.57 .10 17.44 5.00 PerellaWeinberg PWP 2.2 dd 12.81 –1.15 .07
34.45 11.38 Kirkland's KIRK ... 11 25.01 –1.49 ... 3.29 1.43 MINDTechnology MIND ... dd 1.43 –0.21 ... 10.43 9.63 MontereyBio MTRYU ... ... 10.30 +0.08 ... 6.27 3.26 OPKO Health OPK ... 37 4.35 +0.23 ... 4.25 1.01 PerellaWeinbergWt PWPPW ... ... 3.36 –0.31 ...
36.67 16.77 KnowBe4 KNBE ... dd 23.60 –2.11 ... 199.44 132.19 MKS Instrum MKSI .5 18 163.43 –3.08 .22 328.52 196.41 Morningstar MORN .4 66 323.62 +7.10 .315 10.02 9.95 OPYAcqnI OHAAU ... ... 10.00 +0.04 ... 153.28 43.51 Perficient PRFT ... 89 146.63 +5.82 ...
171.21 73.19 KodiakSciences KOD ... dd 98.66 –13.67 ... 118.04 48.00 MYR Group MYRG ... 24 117.13 +3.02 ... 93.00 28.37 Morphic MORF ... dd 53.10 –9.64 ... 669.09 424.03 OReillyAuto ORLY ... 22 636.17 –12.81 ... 5.29 0.72 PerformantFin PFMT ... dd 2.81 –0.28 ...
181.38 77.98 KornitDigital KRNT ... cc 176.40 +12.18 ... 10.66 7.37 Macatawa MCBC 3.6 9 8.81 +0.05 .08 30.75 10.32 MorphoSys MOR ... dd 10.45 –0.44 ... 102.24 84.34 OSI Systems OSIS ... 21 95.16 –0.35 ... 33.09 7.36 PerionNetwork PERI ... 30 25.68 –4.32 ...
44.95 31.60 KraftHeinz KHC 4.5 19 35.34 –1.88 .40 36.48 17.29 Macrogenics MGNX ... dd 18.55 –1.44 ... 26.42 18.02 MotorcarParts MPAA ... 27 18.93 –0.17 ... 11.25 5.55 O2MicroIntl OIIM ... 13 5.55 –1.06 ... 9.00 5.24 Perma-PipeIntl PPIH ... dd 8.41 –0.21 ...
34.11 20.00 KratosDefense KTOS ... 33 20.22 –1.52 ... 142.62 74.18 MadrigalPharm MDGL ... dd 82.40 –8.44 ... 10.21 10.05 MountRainierAcqn RNERU ... ... 10.15 –0.03 ... 7.62 5.29 OaktreeSpec OCSL 7.5 4 7.37 –0.06 .155 53.46 14.77 Personalis PSNL ... dd 14.95 –3.44 ...
21.69 12.63 KrispyKreme DNUT 1.0 ... 13.82 –0.63 .035 99.36 76.83 MagellanHealth MGLN ... 8 94.58 –0.22 ... 10.30 10.15 MountainIAcqn MCAAU ... ... 10.21 +0.04 ... 35.70 10.00 OasisMidstream OMP 9.5 4 23.55 –1.06 .56 31.08 17.86 PetcoHealth WOOF ... 69 20.90 –3.84 ...
39.60 15.23 KronosBio KRON ... dd 15.28 –1.67 ... 14.20 5.89 MagentaTherap MGTA ... dd 6.69 –0.70 ... 10.13 10.01 MountainCrestV MCAGU ... ... 10.03 –0.05 ... 132.98 20.00 OasisPetrol OAS 1.6 3 125.05 –2.69 .50 46.00 22.10 PetIQ PETQ ... dd 22.43 –0.82 ...
87.29 41.59 KrystalBiotech KRYS ... dd 52.37 +4.87 ... 25.49 14.26 MagicSoftware MGIC 1.9 44 24.55 –0.23 .234 5.22 2.10 MustangBio MBIO ... dd 2.27 –0.16 ... 29.00 9.05 Oatly OTLY ... dd 10.05 –1.77 ... 57.00 24.75 PetMedExpress PETS 4.1 24 29.43 –0.27 .30
75.29 29.80 Kulicke&Soffa KLIC 1.2 14 57.07 –2.08 .17 64.39 13.63 Magnite MGNI ... cc 20.54 –2.51 ... 22.00 17.11 Mynaric MYNA ... dd 17.69 –1.56 ... 5.55 1.90 ObsEva OBSV ... dd 2.32 –0.14 ... 21.99 8.22 Pharming PHAR ... 26 8.62 –0.43 ...
43.00 15.12 KuraOncology KURA ... dd 16.99 –0.73 ... 12.32 7.01 MagyarBancorp MGYR .0 14 11.90 +0.15 .12 36.95 16.60 MyriadGenetics MYGN ... dd 28.06 –2.18 ... 25.76 15.63 OceanFirstFin OCFC 3.1 11 21.64 –0.37 .17 42.86 13.14 Pharvaris PHVS ... ... 15.57 –0.97 ...
81.47 15.00 KuraSushiUSA KRUS ... dd 71.34 +0.40 ... 39.02 22.96 MakeMyTrip MMYT ... dd 33.01 –0.57 ... 24.30 6.52 OcularTherapeutix OCUL ... dd 6.69 –0.28 ... 5.83 2.15 PhaseBioPharm PHAS ... dd 2.36 –1.34 ...
91.92 29.93 KymeraTherap KYMR ... dd 61.50 –1.39 ... 28.41 1.80 OdonateTherap ODT ... dd 1.83 –1.40 ... 19.90
93.00
19.38
55.60
14.59
MalibuBoats
MalvernBancorp
MBUU
MLVF
...
...
13
15
70.78
16.52
–0.66
–0.25
...
... N 31.69 22.10 OfficePropIncm OPI 8.5 dd 25.80 –1.43 .55 50.78
44.00 21.51
PhathomPharm
Phenixfin
PHAT
PFX
...
...
dd
12
20.08
42.31
–1.72
+0.29
...
...
L 7.27
25.53
1.92
13.27
MammothEnergy
Mandiant
TUSK
MNDT
...
...
dd
dd
2.49
17.55
–0.35
–1.56
...
... 52.00 25.27 Napco Security NSSC ... 45 49.48 +3.14 ...
32.70
294.00
21.16
199.08
OhioValleyBanc
Okta
OVBC
OKTA
3.0
...
10
dd
28.37
240.68
–1.09
–20.82
.21
... 31.00
34.87
17.70
26.51
PhibroAnimal
PhillipsEdison
PAHC
PECO
2.2
3.2
18
cc
21.79
33.24
–0.97
–0.28
.12
.09
188.52 93.65 ManhattanAssoc MANH ... 98 168.23 –6.32 ... 42.79 29.89 NBT Bancorp NBTB 3.0 11 37.09 –1.12 .28 30.13 22.84 Olaplex OLPX ... cc 27.98 +1.04 ... 10.20 10.07 PhoenixBiotech PBAXU ... ... 10.12 –0.02 ...
10.10 10.04 LamfGlbl I LGVCU ... ... 10.08 +0.03 ... 49.08 13.65 Mannatech MTEX 2.1 12 38.10 +0.70 .20 32.12 14.90 NGM Biopharm NGM ... dd 19.96 –0.16 ... 364.07 189.45 OldDomFreight ODFL .2 43 351.82 –5.56 .20
10.15 10.00 LavaMedtech LVACU ... ... 10.14 +0.03 ... 21.28 15.53 OldNatlBncp ONB 3.1 10 18.29 +0.05 .14 15.15 10.10 Photronics PLAB ... 21 14.06 –0.22 ...
17.20 5.50 LavaTherap LVTX ... dd 6.88 –0.27 ... 6.25 2.68 MannKind MNKD ... dd 4.75 –0.24 ... 319.88 211.25 NICE NICE ... 96 291.30 –20.42 ... 29.70 18.47 PilgrimPride PPC ... dd 28.61 –0.31 ...
101.35 71.37 ManTechIntl MANT 2.1 21 71.97 –5.25 .38 26.82 19.83 NMI Holdings NMIH ... 8 20.88 –0.56 ... 14.45 9.43 Old2ndBcp OSBC 1.5 11 13.35 –0.41 .05 212.60 74.12 Pinduoduo PDD ... dd 81.87 –13.13 ...
10.19 9.92 LFCapitalAcqnIIUn LFACU ... ... 10.08 ... ... 60.27 19.41 OlemaPharm OLMA ... dd 22.76 –4.26 ...
188.00 95.54 LGI Homes LGIH ... 8 150.98 +7.99 ... 63.55 23.62 MaravaiLifeSci MRVI ... 29 37.46 –0.15 ... 9.62 4.67 NN NNBR ... dd 5.35 –0.50 ...
42.20 22.30 OlinkHolding OLK ... ... 25.66 +0.47 ... 105.28 52.98 PinnacleFinPtrs PNFP .7 16 101.62 +0.42 .18
223.80 132.22 LHC Group LHCG ... 33 134.97 –14.47 ... 10.39 9.90 MarblegateAcqn GATEU ... ... 10.00 +0.02 ... 76.99 4.90 NRX Pharm NRXP ... dd 5.13 –1.09 ... 2.99 0.76 PintecTech PT ... dd .82 –0.05 ...
3.67 1.62 Marchex MCHX ... dd 2.65 –0.25 ... 16.30 0.27 NRX PharmWt NRXPW ... ... 2.00 –0.32 ... 123.52 57.86 Ollie'sBargain OLLI ... 22 66.04 +0.88 ... 7.90 2.43 Pixelworks PXLW ... dd 5.59 +0.07 ...
60.05 34.11 LKQ LKQ 1.7 17 58.23 –0.31 .25 27.26 1.34 MarinSoftware MRIN ... dd 5.45 –0.89 ... 228.72 150.55 NXP Semi NXPI 1.0 39 221.26 +3.44 .5625 40.00 13.00 OlympicSteel ZEUS .3 3 22.95 –2.33 .02
176.96 89.65 LPL Financial LPLA .6 29 164.09 –0.83 .25 193.60 134.98 OmegaFlex OFLX .9 54 137.30 –4.65 .30 12.38 7.86 PlainsAllAmPipe PAA 7.2 dd 10.05 –0.57 .18
11.22 6.98 LSI Inds LYTS 2.6 30 7.56 –0.49 .05 20.04 10.71 MarinusPharma MRNS ... dd 12.06 –0.55 ... 4.68 0.90 NabrivaTherap NBRV ... dd .91 –0.12 ... 31.41 15.50 OmegaTherap OMGA ... dd 20.40 –0.07 ... 12.96 7.84 PlainsGP PAGP 6.8 dd 10.53 –0.69 .18
3.77 1.25 MarkerTherap MRKR ... dd 1.30 –0.13 ... 94.81 18.30 NanoXImaging NNOX ... dd 18.96 –4.91 ... 9.46 4.42 PlayaHotels PLYA ... dd 7.60 –0.51 ...
16.00 12.32 LakeShoreBancorp LSBK 3.7 16 15.11 +0.10 .14 601.42 359.58 MarketAxess MKTX .7 49 359.79 –29.03 .66 21.55 9.10 Nanobiotix NBTX ... dd 9.27 –0.51 ... 23.85 5.45 Omeros OMER ... dd 7.88 –0.33 ...
19.43 11.94 LakelandBcp LBAI 2.9 10 18.59 –0.46 .135 184.42 101.60 Omnicell OMCL ... cc 183.23 +5.94 ... 13.20 3.92 Playstudios MYPS ... dd 4.66 –0.27 ...
79.67 50.61 LakelandFin LKFN 1.8 20 74.19 +0.49 .34 16.97 6.55 MarketWise MKTW ... dd 7.30 –0.31 ... 86.42 41.68 NanoStringTech NSTG ... dd 44.67 –4.55 ... 10.09 10.05 OmniLitAcqn OLITU ... ... 10.07 +0.01 ... 5.30 0.57 PlaystudiosWt MYPSW ... ... .81 –0.08 ...
47.95 19.32 LakelandInd LAKE ... 7 19.88 –1.63 ... 23.24 9.95 MarlinBusSvcs MRLN 2.4 7 22.92 –0.11 .14 6.60 1.35 NantHealth NH ... dd 1.35 –0.22 ... 63.96 27.40 ON Semi ON ... 42 63.34 +4.74 ... 36.06 19.72 Playtika PLTK ... 28 19.73 –3.03 ...
673.80 433.38 LamResearch LRCX .9 22 644.50 +20.08 1.50 37.90 19.78 Marqeta MQ ... dd 23.88 –0.41 ... 214.96 123.27 Nasdaq NDAQ 1.0 30 207.77 –0.65 .54 6.57 1.64 Oncocyte OCX ... dd 2.76 –0.36 ... 101.17 72.46 Plexus PLXS ... 19 91.19 –1.68 ...
123.92 75.57 LamarAdv LAMR 3.5 31 114.17 –3.11 1.00 171.68 115.50 Marriott MAR ... cc 154.92 –1.56 ... 129.09 81.50 Natera NTRA ... dd 103.18 –11.86 ... 37.86 5.29 Oncorus ONCR ... dd 5.83 –0.21 ... 43.92 14.82 PliantTherap PLRX ... dd 15.00 –1.77 ...
201.31 155.11 LancasterColony LANC 2.0 32 157.92 –5.56 .80 18.97 14.72 MartenTransport MRTN .9 18 17.00 –0.61 .50 78.89 53.00 Nathan's NATH 2.2 20 62.71 +0.71 .35 39.61 22.13 1-800-FLOWERS FLWS ... 20 33.94 –1.24 ... 16.50 6.86 PolyPid PYPD ... dd 6.95 –0.73 ...
12.88 8.69 Landec LNDC ... dd 9.49 –0.02 ... 3.67 1.40 MartinMidstream MMLP .7 dd 2.86 –0.27 .005 98.22 38.73 NationalBeverage FIZZ .0 32 60.09 –2.66 3.00 8.64 5.52 180DegreeCap TURN ... 3 7.60 +0.06 ... 582.27 305.47 Pool POOL .6 39 577.00 +5.72 .80
29.29 21.89 LandmarkBncp LARK 2.8 7 28.80 –0.25 .20 75.79 37.92 MarvellTech MRVL .3 dd 74.58 +1.10 .06 6.11 2.41 NatlCineMedia NCMI 6.1 dd 3.28 –0.49 .05 59.82 19.10 1LifeHealthcare ONEM ... dd 19.81 –1.22 ... 78.00 2.33 PopCulture CPOP ... 23 2.36 –0.50 ...
18.30 9.92 LandmarkInfrPtrs LMRK 4.9 58 16.28 –0.01 .20 305.21 205.10 Masimo MASI ... 76 303.29 +3.43 ... 47.40 34.77 NatlInstruments NATI 2.4 cc 45.36 +0.57 .27 45.88 4.61 111 YI ... dd 4.85 –0.59 ... 85.59 48.42 Popular BPOP 2.2 8 83.01 –1.50 .45
16.99 8.82 LandosBio LABP ... dd 9.52 –5.46 ... 33.63 21.18 MasterCraftBoat MCFT ... 9 28.48 –0.81 ... 55.78 41.19 NatlResearch NRC 1.1 30 42.54 –5.18 .12 35.46 11.92 1stdibs.com DIBS ... dd 13.37 –1.61 ... 57.73 25.72 Portillo's PTLO ... ... 44.72 –3.20 ...
188.63 128.51 LandstarSystem LSTR .6 20 172.13 –7.43 .25 182.00 129.68 MatchGroup MTCH ... 73 140.95 –6.00 ... 13.25 9.66 NatlSecurity NSEC 2.3 dd 10.31 –1.02 .06 56.78 22.37 OneWaterMarine ONEW .0 9 54.37 +4.84 1.80 25.97 15.00 PortmanRidge PTMN 10.1 2 24.58 –0.47 .62
31.60 12.28 Lantheus LNTH ... dd 28.69 –1.75 ... 87.40 18.50 Materialise MTLS ... cc 24.35 –1.01 ... 65.92 41.03 NationalVision EYE ... 29 48.66 –2.15 ... 99.89 7.11 Ontrak OTRK ... dd 7.13 –1.12 ... 13.98 6.20 PoseidaTherap PSTX ... dd 7.60 +0.30 ...
18.71 7.71 Largo LGO ... 31 10.61 –0.77 ... 16.32 9.01 MatrixService MTRX ... dd 9.65 –0.93 ... 260.00 180.00 NatlWesternLife NWLI .2 4 226.17 –7.83 .36 10.20 10.06 OnyxAcqnI ONYXU ... ... 10.13 +0.03 ... 104.98 16.08 Poshmark POSH ... dd 19.55 –1.42 ...
25.87 7.00 LarimarTherap LRMR ... dd 10.25 –1.16 ... 23.31 14.69 Mattel MAT ... 10 22.65 –0.08 ... 19.93 9.11 NaturalAlt NAII ... 7 13.65 –0.82 ... 44.00 26.63 OpenLending LPRO ... 25 26.80 –2.69 ... 9.07 3.94 Potbelly PBPB ... dd 5.81 –0.10 ...
19.70 8.10 Latch LTCH ... dd 8.43 –0.02 ... 30.80 10.45 Matterport MTTR ... ... 27.86 +5.69 ... 29.70 19.03 NatusMedical NTUS ... 52 25.43 –0.72 ... 55.25 42.45 OpenText OTEX 1.7 42 52.13 +0.71 .2209 65.67 43.97 PotlatchDelt PCH 2.9 8 57.38 +2.07 .41
6.36 1.60 LatchWt LTCHW ... ... 1.94 +0.05 ... 18.98 2.70 MatterportWt MTTRW ... ... 16.07 +5.61 ... 25.89 4.95 NautilusBiotech NAUT ... dd 5.01 –0.18 ... 39.24 13.44 OpendoorTech OPEN ... dd 19.73 –3.41 ... 37.28 23.07 PowellIndustries POWL 3.9 cc 26.85 –0.79 .26
34.73 12.69 Latham SWIM ... dd 22.48 –0.96 ... 43.75 26.52 MatthewsIntl MATW 2.4 83 36.24 –2.67 .22 23.80 9.07 Navient NAVI 3.2 4 19.86 –0.62 .16 13.93 7.85 Opera OPRA ... 5 8.80 +0.08 ... 110.66 68.21 PowerIntegrations POWI .6 43 106.78 +3.19 .15
85.26 37.38 LatticeSemi LSCC ... cc 83.95 +1.49 ... 17.44 9.45 MaxCyte MXCT ... ... 12.79 +0.22 ... 22.19 9.66 NavitasSemi NVTS ... dd 16.01 –2.55 ... 27.95 15.35 OportunFin OPRT ... 17 23.76 –3.98 ... 9.55 6.10 PowerFleet PWFL ... dd 6.46 –0.15 ...
19.02 9.41 LaureateEduc LAUR .0 dd 11.00 –0.17 7.01 57.97 14.01 MaxeonSolar MAXN ... dd 19.91 –3.07 ... 7.13 1.13 NavitasSemiWt NVTSW ... ... 4.72 –1.05 ... 16.23 6.41 OptheaADR OPT ... dd 6.75 –0.50 ... 60.95 12.71 PraxisPrecision PRAX ... dd 18.67 –1.65 ...
62.10 46.77 LawsonProducts LAWS ... 45 50.25 –4.35 ... 10.25 10.09 MaxproCapitalAcqn JMACU ... ... 10.23 +0.02 ... 90.22 48.00 nCino NCNO ... dd 62.54 –7.09 ... 4.97 2.44 OpticalCable OCC ... 5 4.12 +0.17 ... 11.10 3.64 Precigen PGEN ... dd 3.76 –0.57 ...
4.17 1.33 LeapTherap LPTX ... dd 2.27 –0.19 ... 32.83 14.80 McAfee MCFE 1.7 dd 25.55 –0.03 .115 26.75 11.56 NektarTherap NKTR ... dd 11.80 –1.56 ... 5.00 1.56 Optinose OPTN ... dd 1.58 –0.93 ... 16.60 6.97 PrecisionBio DTIL ... dd 9.35 –0.50 ...
36.51 9.50 LeeEnterprises LEE ... 7 18.45 –2.26 ... 87.53 61.65 McGrathRent MGRC 2.2 21 79.73 –0.33 .435 73.54 18.67 NeoGames NGMS ... cc 36.94 –3.02 ... 28.29 14.31 OptionCare OPCH ... 58 26.54 –0.16 ... 72.35 36.62 PreferredBankLA PFBC 2.2 12 69.81 +0.08 .38
27.93 13.95 LegacyHousing LEGH ... 14 26.36 –0.43 ... 10.20 10.05 McLarenTech MLAIU ... ... 10.08 +0.01 ... 48.85 36.00 Neogen NEOG ... 76 44.00 –0.28 ... 15.94 8.58 OraSureTechs OSUR ... dd 9.82 –0.13 ... 82.46 57.52 PreformedLine PLPC 1.2 11 67.24 –1.44 .20
40.94 18.62 LegalZoom LZ ... dd 18.75 –0.98 ... 9.50 4.40 MedallionFin MFIN ... 5 8.24 –0.14 ... 17.95 5.20 NeoleukinTherap NLTX ... dd 5.30 –1.04 ... 9.08 1.42 OrchardTherap ORTX ... dd 1.43 –0.34 ... 95.38 14.05 PreludeTherap PRLD ... dd 14.46 –1.74 ...
58.00 23.41 LegendBiotech LEGN ... dd 55.26 +7.34 ... 10.81 3.07 MediciNova MNOV ... dd 3.21 –0.34 ... 34.44 22.99 NerdWallet NRDS ... dd 27.39 +2.44 ... 6.45 1.07 OrganiGram OGI ... dd 2.00 –0.33 ... 35.90 20.61 PremierFinl PFC 3.5 9 32.18 +0.15 .28
64.50 34.23 LeMaitreVascular LMAT .8 39 51.89 –2.56 .11 6.22 2.77 MediWound MDWD ... dd 2.87 –0.46 ... 6.97 3.25 Net1UEPS UEPS ... dd 5.00 –0.49 ... 40.81 11.91 OricPharm ORIC ... dd 16.50 –1.12 ... 42.15 32.44 Premier PINC 2.0 19 39.79 –1.15 .20
372.64 126.50 LendingTree TREE ... cc 127.73 –19.46 ... 231.00 121.52 Medpace MEDP ... 47 227.01 +5.14 ... 94.69 51.74 NetApp NTAP 2.3 23 86.00 –3.79 .50 47.58 25.07 OriginBancorp OBNK 1.1 11 45.56 –0.78 .13 104.90 70.85 PriceSmart PSMT .9 25 78.97 +1.47 .35
32.84 19.15 Leslie's LESL ... 33 20.67 –3.00 ... 23.15 11.60 MeiraGTx MGTX ... dd 18.65 –0.92 ... 134.33 77.97 NetEase NTES .7 43 115.55 +4.40 .225 77.77 3.60 Orphazyme ORPH ... dd 3.69 –0.32 ... 16.54 10.77 PrimisFinl FRST 2.6 11 15.39 –0.64 .10
40.45 17.90 LevelOneBncp LEVL .6 10 39.55 –0.06 .06 23.65 9.64 MelcoResorts MLCO ... dd 10.94 –0.66 ... 700.99 475.84 Netflix NFLX ... 61 678.80 –3.81 ... 22.99 15.14 OrthoClinical OCDX ... dd 20.27 –0.47 ... 41.76 23.05 PrimorisSvcs PRIM 1.0 11 25.14 –0.09 .06
9.65 1.44 LexiconPharm LXRX ... dd 4.96 –0.14 ... 2020.00 1262.38 MercadoLibre MELI ... cc 1401.27 –195.88 ... 46.38 26.98 Netgear NTGR ... 11 27.55 –0.78 ... 48.50 29.66 OrthofixIntl OFIX ... dd 31.07 –1.40 ... 72.93 46.81 PrincipalFin PFG 3.6 11 70.87 +1.28 .64
15.42 5.11 LexinFintech LX ... 3 5.15 –1.00 ... 37.33 23.40 MercantileBank MBWM 3.3 9 35.88 –0.72 .30 34.87 22.48 NetScout NTCT ... 62 30.73 –1.51 ... 73.91 38.01 OrthoPediatrics KIDS ... dd 61.28 –4.02 ... 50.77 20.38 PriviaHealth PRVA ... ... 28.85 –3.64 ...
47.70 15.98 LiAuto LI ... dd 30.60 +0.20 ... 10.14 10.03 MercatoPtrsAcqn MPRAU ... ... 10.11 +0.05 ... 120.27 84.77 Neurocrine NBIX ... 19 86.02 –1.98 ... 6.38 1.49 OsmoticaPharm OSMT ... dd 1.49 –0.48 ... 11.98 7.99 Procaps PROC ... dd 9.81 –0.49 ...
16.37 12.99 LianBio LIAN ... ... 16.03 +1.43 ... 18.14 7.58 MercerIntl MERC 2.4 9 10.77 –0.13 .065 22.43 3.99 Neuronetics STIM ... dd 4.00 –1.13 ... 11.60 3.64 OtonomoTech OTMO ... dd 4.07 +0.16 ... 1.65 0.44 ProcapsWt PROCW ... ... 1.00 –0.02 ...
188.76 138.04 LibertyBroadbandA LBRDA .0 49 162.88 –2.85 .4375 88.96 44.44 MercurySystems MRCY ... 70 49.32 –2.28 ... 27.38 11.13 NeuroPace NPCE ... dd 11.85 –2.15 ... 2.65 0.55 OtonomoTechWt OTMOW ... ... .63 –0.01 ... 20.66 13.80 ProfessionalHldg PFHD ... 12 19.13 –0.55 ...
194.05 142.63 LibertyBroadbandC LBRDK ... 50 165.86 –1.40 ... 4.71 1.83 MereoBioPharma MREO ... dd 2.01 –0.29 ... 65.90 23.80 NewFortressEner NFE 1.5 dd 26.09 –1.25 .10 6.98 1.14 Otonomy OTIC ... dd 2.13 –0.12 ... 7.86 0.66 Progenity PROG ... dd 4.89 +1.92 ...
30.58 22.15 LibertyGlobal A LBTYA ... 1 27.91 –0.83 ... 30.65 16.70 MeridianBiosci VIVO ... 13 21.61 +0.88 ... 14.11 11.15 NewMtnFin NMFC 8.8 6 13.63 –0.22 .30 69.71 39.35 OtterTail OTTR 2.2 20 69.62 +3.00 .39 53.99 38.79 ProgressSoftware PRGS 1.3 29 52.48 +0.26 .175
38.89 22.55 LibertyGlobal B LBTYB ... 1 29.60 +1.04 ... 37.59 18.20 Meridian MRBK 2.2 6 36.79 +3.08 .20 10.21 9.97 NewProvidenceAcqnII NPABU ... ... 10.13 –0.07 ... 20.99 14.42 Outbrain OB ... ... 15.42 –0.90 ... 68.32 29.31 Progyny PGNY ... 66 59.35 –1.37 ...
30.49 21.33 LibertyGlobal C LBTYK ... 1 28.01 –0.73 ... 73.85 50.60 MeritMedical MMSI ... 91 69.27 +1.44 ... 4.93 3.28 NY Mortgage NYMT 10.3 8 3.89 –0.38 .10 65.23 36.03 OutsetMedical OM ... dd 49.71 –1.15 ... 10.07 9.84 ProjectEnReimagUn PEGRU ... ... 9.97 –0.05 ...
14.79 9.97 LibertyLatAmA LILA ... 21 12.39 –1.25 ... 9.45 3.65 MerrimackPharm MACK ... dd 4.26 –0.24 ... 10.18 10.04 NewcourtAcqn NCACU ... ... 10.12 –0.05 ... 112.30 46.75 Overstock OSTK ... 52 107.93 +4.86 ... 39.98 16.11 PrometheusBio RXDX ... ... 38.45 +2.13 ...
14.96 9.74 LibertyLatAmC LILAK ... 20 12.22 –1.24 ... 29.09 8.01 MersanaTherap MRSN ... dd 8.05 –1.09 ... 30.10 19.80 NewellBrands NWL 4.1 16 22.67 –1.59 .23 6.98 2.25 OvidTherap OVID ... 2 3.44 –0.12 ... 9.46 3.40 ProQR Therap PRQR ... dd 7.77 –0.03 ...
56.76 34.57 LibertyFormOne A FWONA ... dd 56.01 +2.40 ... 33.00 14.90 Merus MRUS ... dd 28.56 –0.64 ... 10.10 9.95 NewHoldInvtII NHICU ... ... 10.00 ... ... 8.53 4.65 OxfordLane OXLC 11.5 3 7.85 –0.23 .075 9.25 5.23 ProspectCapital PSEC 8.0 4 8.97 +0.09 .06
60.60 38.84 LibertyFormOne C FWONK ... dd 59.68 +1.10 ... 17.40 4.92 MesaAir MESA ... 8 7.81 –0.61 ... 17.14 6.13 Newmark NMRK .2 6 16.84 +0.02 .01 5.22 2.85 OxfordSquare OXSQ 9.9 3 4.23 –0.17 .035 50.54 12.80 ProtagonistTherap PTGX ... dd 35.03 –2.07 ...
34.99 23.60 LibertyBraves A BATRA ... dd 30.59 –0.27 ... 25.89 10.00 OysterPtPharma OYST ... dd 10.84 –1.69 ... 27.51 6.18 ProtaraTherap TARA ... dd 7.20 –0.14 ...
31.76 23.26 LibertyBraves C BATRK ... dd 30.31 –0.38 ... 68.77 38.09 OzonHoldings OZON ... dd 45.72 +3.26 ... 31.06 8.77 Proterra PTRA ... dd 12.22 ... ...
56.26 39.40 LibertySirius A LSXMA ... dd 52.36 –2.96 ... 79.75 10.72 Prothena PRTA ... 57 58.73 +1.54 ...
58.13
56.19
41.17
39.05
LibertySirius B
LibertySirius C
LSXMB
LSXMK
...
...
dd
dd
58.13
52.09
+3.13
–2.92
...
... NOTICE TO READERS: PQ 20.05
18.48
5.59
13.57
ProventionBio
ProvidentFin
PRVB
PROV
...
3.3
dd
15
6.24
16.77
–0.08
–0.13
...
.14
10.25 10.08 LibertyRscsAcqn LIBYU ... ... 10.16 –0.04 ... 15.95 11.15 PrudentialBncp PBIP 1.9 19 14.67 +0.14 .07
110.00 25.20 LibertyTripAdvB LTRPB ... dd 26.68 –1.07 ... Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters 81.77 21.42 PAM Transport PTSI ... 12 67.66 –4.04 ... 76.96 21.61 PubMatic PUBM ... 44 39.75 +0.35 ...
7.74 2.47 LibertyTripAdvA LTRPA ... dd 2.51 –0.42 ... 9.70 4.71 P&FIndustries PFIN ... 70 6.08 –0.52 ... 69.48 34.33 Pulmonx LUNG ... dd 34.66 –5.55 ...
33.02 4.27 LifeMD LFMD ... dd 4.54 –0.22 ... 23.50 10.00 PCB Bancorp PCB 2.2 10 22.27 –0.73 .12 14.14 3.27 PumaBiotech PBYI ... dd 3.42 –0.30 ...
29.81 8.30 LifeStanceHealth LFST ... ... 8.65 –1.69 ... 55.21 40.91 PCConnection CNXN .0 20 47.35 –1.89 1.00 65.90 38.50 PureTechHealth PRTC ... dd 44.00 –2.10 ...
19.93
8.09
12.35
4.51
LifetimeBrands
LifewayFoods
LCUT
LWAY
.9
...
11
17
18.27
5.34
–0.53
–0.36
.0425
...
Please visit the Market Lab home page on barrons.com under Data. 11.05
59.00
5.61
16.21
PCTEL
PDC Energy
PCTI
PDCE
3.8
.9
63
cc
5.85
51.81
–0.02
–4.50
.055
.12
41.08
9.11
12.17
3.69
PurpleInnovation
Puyi
PRPL
PUYI
...
...
dd
dd
12.20
5.92
–1.14
–0.33
...
...
219.75 80.34 LigandPharm LGND ... 41 161.92 +0.51 ... 33.78 16.44 PDF Solutions PDFS ... dd 32.82 –0.24 ... 19.00 10.25 PyxisOncology PYXS ... ... 12.92 +1.10 ...
15.53 7.95 Lilium LILM ... 18 8.52 –0.88 ... 15.75 9.39 PDLCommBncp PDLB ... 21 15.12 –0.26 ... 5.75 0.53 Q&K Intl QK ... dd .62 –0.13 ...
5.61
7.07
2.30
1.37
LimelightNetworks
LiminalBioSci
LLNW
LMNL
...
...
dd
dd
3.17
1.38
+0.13
–0.22
...
...
www.barrons.com/market-data/market-lab 63.04
63.22
10.03
22.35
PLBY Group
PMV Pharm
PLBY
PMVP
...
...
dd
dd
40.37
25.12
+7.65
+0.76
...
...
61.19
15.60
34.58
7.96
QCR Holdings
QIWI
QCRH
QIWI
.4
13.0
10
4
58.00
8.30
+1.05
–0.49
.06
.30
20.74 14.22 Limoneira LMNR 1.9 dd 15.41 –1.06 .075 47.41 31.54 PPD PPD ... 47 47.25 ... ... 22.00 3.25 QilianIntl QLI ... ... 3.29 –0.22 ...
Nasdaq Issues
201.68 145.41 Qorvo QRVO ... 16 155.19 –5.31 ... 174.42 91.05 SPS Commerce SPSC ... cc 148.87 +2.30 ... 30.46 15.40 SpiritofTexas STXB 1.7 11 28.92 +2.96 .12 10.16 7.00 Torm TRMD ... dd 7.59 –0.82 ... 78.00 29.50 VerveTherap VERV ... dd 41.30 –6.97 ...
188.72 122.17 Qualcomm QCOM 1.5 24 185.00 +20.06 .68 80.55 62.51 SS&C Tech SSNC 1.0 29 80.13 +1.26 .20 207.41 110.28 Splunk SPLK ... dd 132.49 –35.33 ... 37.27 23.13 TowerSemi TSEM ... 31 36.37 –0.22 ... 12.40 8.86 ViaRenewables VIA 6.1 13 11.85 –0.27 .1813
57.28 29.36 QualtricsIntl XM ... dd 35.88 –3.09 ... 21.80 13.68 SSR Mining SSRM 1.0 17 19.47 –0.22 .05 12.86 7.16 SpokHoldings SPOK 5.1 dd 9.77 –0.78 .125 33.28 21.03 TowneBank TOWN 2.4 11 33.03 +0.32 .20 101.60 34.50 ViacomCBS A VIACA 2.6 7 36.62 –2.11 .24
148.84 88.73 Qualys QLYS ... 76 137.44 –2.08 ... 763.22 337.83 SVB Fin SIVB ... 22 727.79 –16.11 ... 28.22 19.78 Sportradar SRAD ... ... 21.03 –0.87 ... 231.87 128.42 TractorSupply TSCO .9 29 230.56 +9.40 .52 101.97 33.13 ViacomCBS B VIAC 2.9 7 33.66 –1.54 .24
92.57 40.05 Quanterix QTRX ... dd 46.12 –10.63 ... 19.02 14.06 SabraHealthcare SBRA 8.4 dd 14.22 –0.53 .30 18.08 11.29 SportsmansWrhs SPWH ... 9 17.44 +0.03 ... 114.09 46.71 TradeDesk TTD ... cc 107.79 +7.46 ... 69.16 10.80 ViantTech DSP ... dd 11.17 –1.26 ...
9.47 4.96 Quantum QMCO ... dd 6.07 –0.48 ... 16.88 8.28 Sabre SABR ... dd 8.40 –0.92 ... 11.16 10.03 SportsMapTech SMAPU ... ... 10.26 +0.06 ... 98.82 56.65 Tradeweb TW .3 86 97.90 +2.02 .08 68.76 29.82 ViaSat VSAT ... cc 48.82 –4.77 ...
25.00 7.43 Quantum-Si QSI ... dd 7.58 –0.59 ... 87.98 70.78 SafetyInsurance SAFT 4.6 8 77.72 –4.28 .90 9.92 9.83 SportsMapTech SMAP ... ... 9.87 ... ... 17.18 6.85 TransActTechs TACT ... dd 11.20 –1.76 ... 18.86 12.94 Viatris VTRS 3.4 dd 13.08 –1.03 .11
11.50 0.85 Quantum-SiWt QSIAW ... ... 1.92 –0.18 ... 28.58 19.20 SagaComm SGA 2.4 17 27.06 +0.56 .16 0.65 0.47 SportsMapTechWt SMAPW ... ... .53 ... ... 100.88 30.12 Transcat TRNS ... 63 96.16 –2.64 ... 18.14 13.20 ViaviSolutions VIAV ... dd 15.54 +0.29 ...
10.48 1.75 Quhuo QH ... dd 1.77 –0.06 ... 98.39 39.12 SageTherap SAGE ... 3 40.90 –1.72 ... 96.48 51.72 SpringWorks SWTX ... dd 70.87 +1.22 ... 7.00 2.35 TransCodeTherap RNAZ ... dd 2.73 –0.22 ... 164.76 74.08 Vicor VICR ... cc 158.80 –1.89 ...
265.00 103.31 Quidel QDEL ... 7 152.50 +8.82 ... 365.50 167.62 Saia SAIA ... 44 358.46 +13.80 ... 29.35 19.13 SproutsFarmersMkt SFM ... 11 25.82 +1.70 ... 49.50 13.78 TransMedics TMDX ... dd 22.79 –4.03 ... 43.09 15.69 VictoryCapital VCTR 1.6 10 33.84 –5.42 .17
25.99 13.23 QuinStreet QNST ... 74 16.49 –0.57 ... 6.82 0.98 SalemMedia SALM ... 3 3.05 –0.37 ... 35.60 2.89 SpruceBio SPRB ... dd 2.93 –1.54 ... 64.58 22.00 TravelCenters TA ... 20 55.41 –3.93 ... 16.28 8.47 VidlerWater VWTR ... 22 12.24 –0.45 ...
7.59 1.96 Quotient QTNT ... dd 2.04 –0.07 ... 44.60 16.09 SanaBiotech SANA ... dd 21.31 –0.69 ... 163.08 68.71 StaarSurgical STAA ... cc 110.03 –3.35 ... 19.83 8.67 Travelzoo TZOO ... 27 9.70 –0.40 ... 13.31 3.45 View VIEW ... ... 4.02 –1.12 ...
17.39 8.04 QurateRetailB QRTEB .0 3 8.91 –0.44 1.25 0.63 0.45 SanabyHlthIWt SANBW ... ... .50 –0.08 ... 11.04 2.15 Stagwell STGW ... dd 8.22 –1.58 ... 33.09 12.75 TravereTherap TVTX ... dd 29.27 –0.54 ... 2.94 0.65 ViewWt VIEWW ... ... .77 –0.23 ...
14.62 7.90 QurateRetailA QRTEA .0 3 8.52 –0.27 1.25 10.25 10.05 SanabyHealthI SANBU ... ... 10.21 +0.04 ... 26.00 6.95 StarBulkCarriers SBLK 15.9 9 18.88 –0.29 1.25 37.17 18.93 TreaceMed TMCI ... dd 19.56 –2.21 ... 8.25 3.54 ViewRay VRAY ... dd 5.71 –0.80 ...
5.64 0.79 Qutoutiao QTT ... dd .83 –0.13 ... 10.10 9.87 SanabyHlthIA SANB ... ... 9.97 +0.02 ... 5.40 2.32 StarEquity STRR ... dd 2.38 –0.14 ... 19.57 7.60 TreanInsurance TIG ... 20 9.05 +0.62 ... 10.09 4.95 VikingTherap VKTX ... dd 5.64 –0.51 ...
200.00 125.55 SandersonFarms SAFM .9 14 187.10 +0.30 .44 126.32 95.92 Starbucks SBUX 1.8 31 110.78 –0.94 .49 23.76 15.55 TremorIntl TRMR ... ... 15.60 –2.61 ... 26.31 21.00 VillageSuper A VLGEA 4.6 15 21.74 –1.11 .25
51.30 .10 1.01 20.45
R 94.97
27.57
73.21
SandySpringBncp
Sanfilippo
SASR
JBSS
2.6
.8
10
15
49.95
84.19
–0.28
–2.81
.32
2.30
51.66
2.58
14.97
0.93
StateAutoFin
StealthBioTher
STFC
MITO
.8
...
32
dd
51.40
.94
–0.05
–0.09 ...
3.64
8.19 3.55
TreviTherap
Tricida
TRVI
TCDA
...
...
dd
dd
1.06
7.67
–0.08
+2.21
...
...
58.00
19.46 10.50
Vimeo
VinciPartnersInvt
VMEO
VINP
...
3.8
...
19
20.49
12.04
–2.40
–0.36
...
.30
19.43 7.89 SangamoTherap SGMO ... dd 9.07 –1.08 ... 3.32 2.06 StealthGas GASS ... 43 2.70 –0.09 ... 51.66 32.41 TriCoBancshares TCBK 2.2 12 44.74 –1.57 .25 13.48 8.88 VintageWineEstates VWE ... dd 11.25 +0.11 ...
43.26 14.89 RaptTherap RAPT ... dd 35.00 –2.28 ... 43.63 30.59 Sanmina SANM ... 10 38.68 –1.45 ... 74.37 33.77 SteelDynamics STLD 1.6 6 63.11 –3.05 .26 38.72 26.22 TriMas TRS .4 23 35.61 –2.85 .04 18.99 4.01 ViomiTech VIOT ... 8 4.11 –0.52 ...
27.47 14.70 RBB Bancorp RBB 2.0 10 26.42 –0.36 .13 54.26 45.17 Sanofi SNY 2.7 18 50.63 –0.14 1.9061 55.19 25.19 StepStone STEP 1.3 27 47.00 –6.87 .15 96.49 57.41 Trimble TRMB ... 40 88.65 +1.96 ... 25.32 10.02 ViperEnergyPtrs VNOM 6.8 dd 22.21 –0.33 .38
250.52 160.51 RBC Bearings ROLL ... 57 209.78 –21.36 ... 38.32 24.30 SapiensInt SPNS ... 50 37.73 +1.76 ... 79.97 59.65 Stericycle SRCL ... cc 60.72 –1.52 ... 6.82 1.75 TrinityBiotech TRIB ... 3 1.96 –0.03 ... 141.01 25.31 VirBiotech VIR ... dd 32.75 –0.36 ...
81.65 26.02 RCI Hospitality RICK .2 25 71.17 –2.86 .04 11.80 5.95 SarcosTech&Robotic STRC ... dd 8.34 +0.34 ... 28.99 20.88 SterlingCheck STER ... dd 25.62 –0.46 ... 17.79 13.46 TrinityCapital TRIN 6.8 5 17.15 –0.14 .33 24.80 4.31 ViractaTherap VIRX ... dd 5.24 –0.22 ...
12.49 1.38 RCM Tech RCMT ... cc 6.96 +0.74 ... 1.47 0.51 SarcosTechRobotWt STRCW ... ... 1.08 –0.10 ... 29.67 15.36 SterlingCnstr STRL ... 14 28.70 –0.22 ... 45.19 23.61 Trip.com TCOM ... 5 29.03 –1.90 ... 4.61 2.08 VircoMfg VIRC ... dd 3.39 –0.04 ...
16.66 3.40 REE Automotive REE ... dd 3.76 –0.11 ... 181.83 65.30 SareptaTherap SRPT ... dd 80.01 –4.93 ... 51.56 29.76 StevenMadden SHOO 1.2 27 49.33 –0.48 .15 64.95 25.06 TripAdvisor TRIP ... dd 28.95 –1.84 ... 32.35 22.30 VirtuFinancial VIRT 3.4 7 28.57 +0.31 .24
12.30 0.67 REEAutoWt REEAW ... ... .75 ... ... 7.48 4.08 SatsumaPharm STSA ... dd 5.40 –0.61 ... 113.76 28.45 StitchFix SFIX ... dd 28.58 –5.11 ... 31.24 14.75 TriStateCapital TSC ... 17 29.76 –0.41 ... 338.80 174.17 VirtusInvtPtrs VRTS 1.9 13 316.25 –17.21 1.50
50.26 27.02 REGENXBIO RGNX ... dd 33.51 –4.28 ... 3.58 1.06 Savara SVRA ... dd 1.08 –0.05 ... 67.40 38.81 StockYardsBncp SYBT 1.7 23 64.40 –1.32 .28 15.45 4.68 Triterras TRIT ... cc 5.47 –1.03 ... 10.16 10.05 VisionSensingAcqn VSACU ... ... 10.14 +0.06 ...
9.63 4.38 RF Industries RFIL ... 14 7.66 –0.23 ... 40.83 23.47 ScanSource SCSC ... 13 33.66 –2.41 ... 71.58 21.42 StokeTherap STOK ... dd 27.80 –0.62 ... 135.57 44.58 TriumphBancorp TBK ... 28 130.47 +3.05 ... 147.55 91.61 Visteon VC ... cc 120.80 –3.20 ...
26.02 21.32 RGC Resources RGCO 3.3 19 22.10 –0.12 .185 59.34 24.31 SchnitzerSteel SCHN 1.4 10 53.86 –2.95 .1875 95.12 19.07 StoneCo STNE ... 37 19.13 –11.08 ... 5.88 1.47 trivago TRVG ... dd 2.43 –0.33 ... 18.61 13.00 VitaCoco COCO ... ... 15.75 +1.25 ...
7.00 0.59 RISE Education REDU ... dd .65 –0.06 ... 70.00 25.25 ScholarRock SRRK ... dd 29.54 –5.64 ... 72.34 50.02 StoneX SNEX ... 7 67.50 –3.43 ... 6.25 3.53 TrueCar TRUE ... 6 3.54 –0.44 ... 31.24 15.14 VitalFarms VITL ... cc 18.99 –0.18 ...
31.28 18.71 R1RCM RCM ... dd 25.20 –0.06 ... 40.47 22.37 Scholastic SCHL 1.6 cc 38.00 –0.64 .15 56.95 13.82 Stratasys SSYS ... dd 29.70 –3.54 ... 140.46 69.74 Trupanion TRUP ... dd 136.52 +6.53 ... 18.48 10.61 Vitru VTRU ... 49 13.64 –0.08 ...
26.43 13.07 RackspaceTech RXT ... dd 15.35 +0.51 ... 117.00 39.85 Schrodinger SDGR ... dd 40.80 –6.31 ... 100.37 57.34 StrategicEd STRA 4.2 35 57.65 –3.65 .60 41.47 29.78 TrustcoBank TRST 4.1 11 33.40 –0.69 .35 14.35 9.64 VividSeats SEAT .0 dd 12.33 –0.92 .23
18.79 7.91 RadiusGlbInfr RADI ... dd 17.96 –0.50 ... 10.02 9.90 SchultzeSpacII SAMAU ... ... 10.00 ... ... 67.28 31.89 Strattec STRT ... 11 42.81 +0.80 ... 36.31 24.75 Trustmark TRMK 2.8 12 32.74 –1.12 .23 4.00 0.86 VividSeatsWt SEATW ... ... 3.29 –0.31 ...
26.16 11.95 RadiusHealth RDUS ... dd 17.33 –1.50 ... 15.10 8.42 Science37 SNCE ... dd 12.54 –1.30 ... 37.36 21.83 StratusProp STRS ... dd 34.64 –0.86 ... 14.71 6.06 TScanTherap TCRX ... ... 8.80 –0.07 ... 20.36 14.67 Vodafone VOD 10.0 dd 15.48 +0.01 .5142
38.84 17.27 RadNet RDNT ... 44 28.30 –3.20 ... 90.20 35.81 ScientificGames SGMS ... 37 67.61 –4.23 ... 35.80 22.58 StrongholdDig SDIG ... ... 24.14 –2.66 ... 5.28 1.20 Tuniu TOUR ... dd 1.20 –0.12 ... 17.59 10.85 Vonage VG ... dd 16.37 –0.78 ...
39.78 24.85 Radware RDWR ... 88 30.21 –2.33 ... 22.29 13.18 SciPlay SCPL ... 20 17.01 –1.12 ... 28.00 20.00 SummitFin SMMF 2.7 8 26.89 –0.59 .18 141.30 39.76 TurningPtTherap TPTX ... dd 40.08 –3.48 ... 63.62 11.78 VorBiopharma VOR ... dd 13.58 –4.17 ...
23.90 11.57 RainTherap RAIN ... ... 15.61 –0.48 ... 47.86 3.05 ScopusBio SCPS ... dd 3.13 –0.37 ... 18.18 9.48 SummitStateBk SSBI 3.2 7 15.10 –1.07 .12 38.70 17.13 TurtleBeach HEAR ... 16 26.74 –2.28 ... 9.69 2.46 VoyagerTherap VYGR ... dd 3.29 –0.09 ...
25.78 10.05 Rallybio RLYB ... dd 13.55 –1.45 ... 9.45 4.67 scPharm SCPH ... dd 4.69 –1.26 ... 12.30 4.10 SummitTherap SMMT ... dd 5.35 –0.05 ... 79.84 27.24 TuSimple TSP ... dd 40.41 –0.14 ... 53.33 16.50 Vroom VRM ... dd 16.63 –1.96 ...
19.99 2.67 RamacoRscs METC ... 30 11.09 –1.94 ... 24.78 12.29 ScrippsEW SSP 1.0 19 20.47 +0.07 .05 46.37 14.88 SumoLogic SUMO ... dd 15.06 –1.89 ... 18.16 7.01 23andMe ME ... ... 9.97 –2.65 ...
27.42
27.40
15.50
16.70
Rambus
RandolphBancorp
RMBS
RNDB
...
2.3
...
9
27.23
25.70
+3.24
+1.22
...
.15
2.15
40.93
0.76
24.67
SeaChange
SeacoastBkgFL
SEAC
SBCF
...
1.4
dd
18
.78
36.78
–0.09
–0.44
...
.13
44.13
17.07
28.47
6.39
SunCountryAir
SunOpta
SNCY
STKL
...
...
24
dd
29.35
6.64
–1.48
–0.44
...
...
5.72
16.20
0.95
5.58
23andMeWt
TwinDisc
MEUSW
TWIN
...
...
...
dd
2.49
13.25
–1.01
+0.12
...
...
W
35.31 8.40 RangerOil ROCC ... dd 23.58 –6.14 ... 116.93 55.58 Seagate STX 2.8 15 100.78 –7.34 .70 57.52 19.75 SunPower SPWR ... 18 30.59 –1.50 ... 214.07 84.23 TwistBiosci TWST ... dd 110.62 –5.86 ...
36.27 9.24 RaniTherap RANI ... ... 34.06 +4.99 ... 202.60 133.20 Seagen SGEN ... dd 183.62 +4.61 ... 100.93 37.42 SunRun RUN ... dd 54.86 –3.80 ... 64.00 13.77 2seventybio TSVT ... ... 36.14 –2.23 ... 12.17 4.10 WaveLifeSci WVE ... dd 4.31 –0.35 ...
27.04 15.50 RapidMicro RPID ... ... 15.99 –1.24 ... 10.16 9.99 SeaportCalibre SCMAU ... ... 10.08 +0.04 ... 47.14 28.03 SuperMicroComp SMCI ... 20 42.18 –1.51 ... 59.74 24.49 2U TWOU ... dd 24.86 –1.95 ... 333.42 207.11 WD-40 WDFC 1.3 45 230.31 –2.99 .72
145.00 69.80 Rapid7 RPD ... dd 132.31 –1.09 ... 10.09 10.05 SeaportGlblAcqnII SGIIU ... ... 10.09 ... ... 29.33 21.02 SuperiorGroup SGC 1.9 11 24.84 –0.46 .12 31.36 12.70 TyraBiosciences TYRA ... ... 24.00 –3.57 ... 56.08 37.40 WSFS Financial WSFS 1.0 9 53.94 –0.91 .13
13.23 8.09 RattlerMidstrm RTLR 9.4 13 10.69 –0.50 .25 22.97 13.29 SeaSpine SPNE ... dd 14.42 –0.84 ... 34.50 20.29 SupernusPharms SUPN ... 22 33.47 +0.69 ... 16.79 14.22 WVS Financial WVFC 2.6 24 15.58 –0.01 .10
0.78 41.13 17.00 WW Intl WW ... 27 18.87 –1.89 ...
59.60
12.75
23.20
8.67
RavenIndustries
RealGoodFood
RAVN
RGF
...
...
82
...
57.82
10.50
+0.02
+0.53
...
...
3.46
26.89 11.01
SecooHolding
SecureWorks
SECO
SCWX
...
...
...
dd
.79
20.11
–0.14
+0.04
...
...
14.40
3.27
4.95
0.75
SurfaceOncol
Surgalign
SURF
SRGA
...
...
18
dd
5.69
.75
–0.82
–0.16
...
... U 4.57
57.05
0.80
37.14
Waitr
WalgreensBoots
WTRH
WBA
...
4.1
32
16
1.07
46.98
–0.35
–2.56
...
.4775
6.66 1.22 RealNetworks RNWK ... dd 1.23 –0.13 ... 10.18 7.16 SecurityNatFin SNFCA ... 3 8.83 –0.73 ... 69.58 23.54 SurgeryPartners SGRY ... dd 48.39 –2.85 ...
30.22 11.18 RealReal REAL ... dd 15.42 –1.09 ... 86.55 24.97 Seer SEER ... dd 25.29 –6.20 ... 62.27 36.65 Surmodics SRDX ... cc 48.22 –1.71 ... 91.02 52.11 UFP Inds UFPI .9 12 89.25 +0.82 .20 34.42 21.34 WalkMe WKME ... ... 23.04 –0.71 ...
170.52 76.34 ReataPharm RETA ... dd 89.75 –12.70 ... 5.70 2.67 SelectaBiosci SELB ... dd 3.21 –0.43 ... 28.30 15.97 SutroBioph STRO ... dd 17.56 –1.94 ... 107.87 66.68 UMB Fin UMBF 1.4 12 106.23 +0.71 .37 50.23 27.31 WarnerMusic WMG 1.4 82 43.31 –5.04 .15
42.81 15.72 RecursionPharm RXRX ... dd 19.81 +1.03 ... 91.46 60.54 SelectiveIns SIGI 1.4 11 78.15 –1.83 .28 14.13 5.80 Synalloy SYNL ... 37 13.38 –0.12 ... 23.56 8.30 USA Truck USAK ... 10 21.03 –1.57 ... 36.84 23.29 WashingtonFederal WAFD 2.7 14 34.59 –1.05 .23
65.07 46.10 RedRiverBcshs RRBI .5 13 53.30 +0.67 .07 27.18 6.75 Sema4 SMFR ... dd 7.28 –0.74 ... 280.14 76.49 Synaptics SYNA ... 88 278.64 +27.82 ... 18.75 10.53 USCenturyBank USCB ... ... 14.83 +0.37 ... 58.73 38.08 WashTrBcp WASH 3.7 13 56.90 –0.81 .52
41.34 17.30 RedRobin RRGB ... dd 18.13 –1.70 ... 12.00 1.76 Sema4Wt SMFRW ... ... 2.46 +0.11 ... 6.59 2.15 Synchronoss SNCR ... dd 2.74 +0.09 ... 45.72 29.57 US Ecology ECOL ... dd 35.07 –0.68 ... 22.18 17.47 WaterstoneFinl WSBF 3.7 6 21.49 –0.60 .20
58.74 21.05 RedRockResorts RRR .0 37 50.71 –0.05 3.00 10.14 10.05 SemperParatus LGSTU ... ... 10.13 +0.02 ... 27.85 13.02 SyndaxPharm SNDX ... dd 17.76 –0.16 ... 156.00 95.30 US Lime&Min USLM .5 21 134.18 –2.82 .16 34.50 17.33 WaysideTech WSTG 2.2 16 31.30 –2.06 .17
27.22 9.12 Redbox RDBX ... 69 13.09 –0.03 ... 93.15 57.97 Semtech SMTC ... 67 91.99 +2.05 ... 104.18 60.38 SyneosHealth SYNH ... 43 101.79 +6.07 ... 14.20 2.50 uCloudlink UCL ... dd 2.75 –0.09 ... 34.95 2.35 WeatherfordIntl WFRD ... dd 29.19 –2.43 ...
4.40 0.48 RedboxWt RDBXW ... ... 2.12 –0.03 ... 62.37 36.23 SenecaFoods A SENEA ... 3 45.53 –6.41 ... 5.11 2.04 Synlogic SYBX ... dd 2.63 –0.13 ... 32.62 25.24 Udemy UDMY ... ... 30.97 +3.33 ... 64.70 37.30 Weibo WB ... 50 41.97 –4.37 ...
98.45 42.04 Redfin RDFN ... dd 44.17 –4.22 ... 61.96 37.80 SenecaFoods B SENEB ... 3 45.54 –8.89 ... 359.64 211.20 Synopsys SNPS ... 75 357.95 +10.94 ... 417.85 258.00 UltaBeauty ULTA ... 31 407.71 +11.21 ... 19.90 9.43 Wejo WEJO ... ... 11.38 +1.38 ...
11.52 2.60 RedHillBio RDHL ... dd 2.83 –2.07 ... 26.50 6.68 SenseiBiotherap SNSE ... dd 8.46 –1.16 ... 7.89 1.28 SyprisSolutions SYPR ... 62 3.04 –0.22 ... 65.33 27.84 UltraClean UCTT ... 25 56.77 –2.12 ... 3.21 0.48 WejoWt WEJOW ... ... 1.90 +0.22 ...
78.07 43.49 RegencyCtrs REG 3.4 38 73.80 –0.85 .625 5.97 3.50 SenstarTech SNT 28.3 9 3.81 –0.28 1.725 15.65 3.86 SyrosPharm SYRS ... dd 3.88 –0.33 ... 179.65 75.71 UltragenyxPharm RARE ... dd 79.32 –1.21 ... 29.46 18.86 Wendy's WEN 2.0 27 21.94 +0.20 .12
686.62 441.00 RegenPharm REGN ... 10 652.68 +21.48 ... 15.50 7.61 SeraPrognostics SERA ... dd 10.80 –0.03 ... 11.78 5.54 Ultralife ULBI ... 31 5.80 +0.08 ... 23.99 11.23 WerewolfTherap HOWL ... ... 16.00 –0.04 ...
49.76 38.54 WernerEnterprises WERN 1.0 13 46.13 –0.92 .12
64.37
40.00
25.72
19.81
RelayTherap
RelmadaTherap
RLAY
RLMD
...
...
dd
dd
34.49
20.39
–0.72
–2.43
...
...
35.71
15.39
5.41
9.95
SeresTherap
ServiceProperties
MCRB
SVC
...
.4
dd
dd
9.16
10.04
+1.44
–0.71
...
.01 T 22.03
8.60
13.86
2.53
Umpqua
UnicoAmerican
UMPQ
UNAM
4.2
... dd
9 20.19
3.32
–1.40
+0.16
.21
... 39.87
34.50
27.70
18.64
WesBanco
WestBancorp
WSBC
WTBA
3.8
2.9
10
12
34.78
32.68
–0.86
–0.79
.33
.24
53.65 24.96 RemitlyGlobal RELY ... dd 26.85 –3.72 ... 2.18 1.09 ServiceSource SREV ... dd 1.10 –0.14 ... 37.99 25.05 UnionBankshares UNB 4.2 10 31.07 –1.01 .33 66.85 52.44 WestamericaBncp WABC 3.0 17 56.38 –0.71 .42
35.71 10.68 Renalytix RNLX ... dd 19.14 –2.94 ... 6.04 0.70 SesenBio SESN ... dd 1.07 –0.13 ... 14.40 10.11 TCG BDC CGBD 9.3 5 13.83 –0.17 .07 52.19 25.80 uniQure QURE ... 4 29.64 –2.33 ...
46.97 30.76 Renasant RNST 2.3 13 38.03 –1.49 .22 10.15 10.05 7Acqn SVNAU ... ... 10.10 +0.03 ... 35.86 5.83 TCR2 Therap TCRR ... dd 5.93 –0.96 ... 63.70 39.17 UnitedAirlines UAL ... dd 46.11 –3.72 ... 78.19 42.40 WesternDigital WDC ... 12 56.02 –4.54 ...
17.18 6.10 ReneoPharm RPHM ... ... 7.99 –0.86 ... 95.72 2.18 17Educ&Tech YQ ... dd 2.38 –1.02 ... 18.00 11.03 TelaBio TELA ... dd 12.60 –0.35 ... 37.71 22.70 UnitedBancshares UBOH 2.9 7 27.92 –1.25 .20 9.98 5.99 WestNewEngBncp WNEB 2.1 10 9.37 +0.12 .05
4.05 1.21 ReNewEnergyWt RNWWW ... ... 1.82 –0.18 ... 12.81 5.67 Sharecare SHCR ... dd 6.72 –1.05 ... 21.14 6.39 TFF Pharm TFFP ... dd 7.61 +0.30 ... 42.50 28.00 UnitedBkshrsWV UBSI 3.7 13 38.19 –0.26 .35 12.95 2.48 WestportFuelSys WPRT ... 21 2.55 –0.41 ...
14.08 7.90 ReNewEnergy RNW ... ... 8.90 –0.62 ... 4.07 0.94 SharecareWt SHCRW ... ... 1.51 –0.41 ... 22.54 16.58 TFS Fin TFSL 5.8 68 19.33 –0.63 .2825 37.15 23.84 UtdCmtyBks UCBI 2.2 12 36.06 –0.17 .20 25.50 15.74 WeycoGroup WEYS 4.0 15 23.98 +0.68 .24
117.00 45.06 RenewableEnergy REGI ... 13 48.67 –3.75 ... 60.52 9.38 ShattuckLabs STTK ... dd 9.40 –3.08 ... 10.29 10.10 TGVentureAcqn TGVCU ... ... 10.28 +0.13 ... 36.40 19.85 UnitedFire UFCS 2.7 41 21.97 +0.27 .15 54.99 32.16 Willdan WLDN ... dd 41.64 +0.64 ...
67.76 33.58 Rent-A-Center RCII 2.7 16 45.47 –1.26 .31 61.53 26.77 ShenandoahTel SHEN .3 1 26.93 –1.20 .07 10.16 10.07 TKBCritTech1 USCTU ... ... 10.13 +0.03 ... 18.99 13.68 UnitedGuardian UG 8.0 18 16.30 +2.11 .65 47.78 26.32 WillisLease WLFC ... dd 38.77 –0.93 ...
24.77 15.06 RenttheRunway RENT ... dd 16.20 –0.86 ... 44.04 20.94 ShoalsTech SHLS ... cc 32.89 –2.36 ... 15.39 2.84 TMCthemetals TMC ... dd 3.90 +0.59 ... 8.92 6.66 UnitedSecBcshrs UBFO 5.4 16 8.08 –0.04 .11 271.87 197.63 WillisTowers WLTW 1.4 13 232.80 +1.89 .80
46.44 19.01 RepareTherap RPTX ... dd 26.53 –1.58 ... 249.73 84.24 ShockwaveMed SWAV ... dd 199.90 –17.75 ... 3.65 0.60 TMCtheMtlsWt TMCWW ... ... .93 +0.02 ... 216.90 129.43 UnitedTherap UTHR ... 20 201.13 –2.20 ... 12.94 3.47 WiMiHologram WIMI ... dd 4.55 –0.65 ...
327.32 162.29 Repligen RGEN ... cc 284.89 +26.39 ... 46.21 17.48 ShoeCarnival SCVL .7 11 41.78 +2.15 .07 150.20 114.36 T-MobileUS TMUS ... 43 115.62 –2.62 ... 14.60 9.93 Uniti UNIT 4.3 cc 13.96 +0.53 .15 187.35 112.49 Wingstop WING .4 cc 176.87 +7.06 .17
23.19 12.99 ShoreBancshares SHBI 2.4 14 19.98 +0.38 .12 81.36 20.75 TPIComposites TPIC ... dd 21.74 –1.92 ... 277.99 165.82 Winmark WINA .7 28 264.80 +4.90 .45
54.79 27.66 Replimune REPL ... dd 34.25 +0.81 ... 28.91 15.97 UnityBancorp UNTY 1.3 8 26.99 –0.41 .09 94.92 54.09 WintrustFin WTFC 1.3 12 92.33 –0.04 .31
57.62 35.06 RepublicBcpKYA RBCAA 2.3 13 54.64 –1.36 .308 54.50 24.19 Shyft SHYF .2 33 51.78 –0.39 .025 224.56 137.33 TRowePrice TROW 2.1 16 210.54 –6.44 1.08 9.78 2.20 UnityBiotech UBX ... dd 2.60 –0.30 ... 7.38 3.92 WisdomTreeInvs WETF 1.8 57 6.50 –0.36 .03
4.61 2.73 RepublicFirstBncp FRBK ... 12 3.52 +0.03 ... 9.14 3.80 Sientra SIEN ... dd 4.55 –1.03 ... 113.37 63.73 TTEC TTEC 1.1 26 84.60 –2.79 .47 262.77 153.40 UnivDisplay OLED .5 38 154.06 –18.49 .20 22.40 5.21 WISeKey WKEY ... dd 5.26 –0.64 ...
11.58 7.10 ReservoirMedia RSVR ... ... 8.27 –1.18 ... 29.42 21.20 SierraBancorp BSRR 3.3 10 26.75 –0.28 .22 15.36 11.73 TTM Tech TTMI ... 19 14.25 –0.03 ... 65.02 35.23 UnivElectro UEIC ... 23 39.25 –0.27 ... 362.07 169.54 Wix.com WIX ... dd 169.59 –30.35 ...
2.90 0.72 ReservoirMediaWt RSVRW ... ... 1.78 –0.28 ... 23.95 13.32 SierraOncology SRRA ... dd 22.25 –0.23 ... 3.79 0.61 T2Biosystems TTOO ... dd .65 –0.07 ... 27.95 19.05 UnivLogistics ULH 2.1 7 20.06 –1.04 .105 130.75 106.04 Woodward WWD .6 34 114.17 –3.09 .1625
19.44 11.49 ResourcesConnect RGP 3.1 16 17.84 –0.86 .14 22.22 11.08 SierraWireless SWIR ... dd 18.17 –0.73 ... 17.20 7.75 Taboola TBLA ... ... 9.44 –0.46 ... 12.47 6.55 UnivStainless USAP ... dd 8.61 –0.81 ... 307.81 204.86 Workday WDAY ... dd 286.60 –9.85 ...
18.97 12.79 RetailOppor ROIC 2.4 41 18.65 +0.45 .11 42.57 19.99 SightSciences SGHT ... dd 20.18 –2.56 ... 16.20 1.55 TaboolaWt TBLAW ... ... 2.19 –0.21 ... 11.99 2.21 UniversePharm UPC ... ... 2.33 –0.01 ... 261.23 97.13 WorldAcceptance WRLD ... 17 221.30 –8.23 ...
33.83 13.01 RevanceTherap RVNC ... dd 13.75 –1.34 ... 54.32 4.33 SigilonTherap SGTX ... dd 4.82 –0.33 ... 69.31 12.26 TabulaRasaHlth TRHC ... dd 12.40 –1.47 ... 30.95 18.20 UnivestFin UVSP 2.7 9 29.35 –0.67 .20 10.75 9.90 WorldwideWebb WWACU ... ... 9.99 ... ...
56.18 21.78 RevolutionMed RVMD ... dd 29.75 –3.08 ... 332.51 104.27 SignatureBank SBNY .7 24 331.99 +17.00 .56 64.53 23.41 TactileSystems TCMD ... 60 23.56 –5.98 ... 38.50 5.12 UpFintech TIGR ... 82 6.52 –0.82 ... 143.88 78.55 WynnResorts WYNN ... dd 90.71 –3.24 ...
32.19 26.50 ReynoldsCnsmr REYN 3.1 19 29.86 +0.09 .23 35.00 17.25 SilenceTherap SLN ... dd 22.95 +0.25 ... 214.91 144.58 TakeTwoSoftware TTWO ... 35 170.50 –17.33 ... 53.00 21.47 UplandSoftware UPLD ... dd 22.00 –1.76 ...
43.26 10.00 RhythmPharm RYTM ... dd 10.30 –2.87 ... 44.55 33.62 SilganHoldings SLGN 1.3 14 42.20 –0.18 .14 19.82 11.39 TalarisTherap TALS ... ... 13.09 –2.89 ... 401.49 22.61 Upstart UPST ... cc 206.97 –57.21 ...
11.25 5.11 RibbonComms RBBN ... 23 5.78 –0.42 ... 59.27
210.98
36.02
110.93
Silicom
SiliconLab
SILC
SLAB
...
...
39
dd
44.81
205.25
–1.17
+2.27
...
...
33.90
12.45
4.29
2.02
TalisBiomed
Talkspace
TLIS
TALK
...
...
dd
dd
4.49
2.24
–1.17
–1.26
...
...
64.49 30.41 Upwork UPWK ... dd 40.96 –6.55 ... XYZ
12.87 4.37 RichardsonElec RELL 2.1 27 11.57 –0.49 .06 42.10 24.40 UrbanOutfitters URBN ... 13 36.17 +0.53 ...
5.50 2.65 RigelPharm RIGL ... dd 3.05 –0.13 ... 81.87 36.48 SiliconMotion SIMO 2.2 17 69.78 +0.78 .50 3.30 0.35 TalkspaceWt TALKW ... ... .44 –0.19 ... 28.20 11.67 UroGenPharma URGN ... dd 12.06 –7.07 ... 46.32 20.63 XOMA XOMA ... dd 22.56 –3.33 ...
11.52 4.10 RiminiStreet RMNI ... dd 6.90 –0.27 ... 67.49 43.11 SilkRoadMed SILK ... dd 46.27 –4.99 ... 10.17 10.11 Talon1Acqn TOACU ... ... 10.15 ... ... 8.19 1.51 Usio USIO ... dd 7.33 +1.27 ... 53.08 28.94 XP XP ... 28 29.75 –4.02 ...
8.22 4.90 RiverviewBncp RVSB 2.8 9 7.86 –0.03 .055 63.41 7.92 SilverbackTherap SBTX ... dd 8.22 –0.23 ... 143.67 76.19 TandemDiabetes TNDM ... cc 138.88 +2.41 ... 117.22 81.01 UtahMedProducts UTMD 1.0 30 115.62 +7.12 2.00 20.75 12.20 XBiotech XBIT .0 dd 12.67 –2.06 2.50
14.70 7.15 RiverviewFinl RIVE ... 11 14.14 –0.22 ... 17.66 12.25 SilvercrestAsset SAMG 4.2 14 16.25 –0.46 .17 18.84 8.90 TangoTherapeutics TNGX ... dd 11.97 –1.33 ... 2.54 0.91 UTStarcom UTSI ... dd 1.17 –0.09 ... 4.15 0.98 XcelBrands XELB ... dd 1.40 +0.05 ...
179.47 95.20 Rivian RIVN ... ... 128.60 –1.35 ... 33.43 19.44 SimmonsFirstNat SFNC 2.4 12 29.85 –2.14 .18 3.88 0.60 TarenaIntl TEDU ... dd .73 –0.07 ... 5.82 0.86 Uxin UXIN ... dd 2.30 –0.24 ... 72.94 57.23 XcelEnergy XEL 2.8 22 65.10 +1.97 .4575
85.00 28.80 Robinhood HOOD ... dd 28.99 –6.22 ... 90.92 36.90 SimulationsPlus SLP .4 cc 56.75 +0.28 .06 63.69 19.67 TarsusPharm TARS ... dd 25.07 –2.12 ... 58.35 30.12 Xencor XNCR ... dd 36.86 –1.80 ...
24.61 23.42
67.48
1.98 0.46
RocketPharm
RockwellMedical
RCKT
RMTI
...
...
dd
dd
27.87
.48
–6.06
–0.04
...
...
39.60
33.37 10.80
SinclairBroadcast
SingularGenomics
SBGI
OMIC
3.3
...
12
dd
24.31
13.74
–1.88
–2.38
.20
...
85.49
10.44
26.66
4.36
TaskUs
TatTechnologies
TASK
TATT
...
...
...
dd
49.79
6.57
–14.78
+0.20
...
... V 36.42
7.94
10.51
1.77
XenonPharms
XerisBiopharma
XENE
XERS
...
...
dd
dd
28.99
2.27
–2.47
+0.13
...
...
69.00 27.71 RockyBrands RCKY 1.6 16 38.49 –3.61 .155 4.15 1.60 SioGeneTherap SIOX ... dd 1.64 –0.35 ... 33.35 13.26 TayshaGene TSHA ... dd 13.49 –1.45 ... 26.96 17.59 Xerox XRX 5.2 13 19.20 –0.98 .25
10.36 3.47 RockyMtnChoc RMCF ... 17 9.32 –0.05 ... 8.14 5.75 SiriusXM SIRI 1.4 78 6.19 –0.42 .022 111.44 49.58 TechTarget TTGT ... cc 106.86 –1.19 ... 2.38 1.44 VEON VEON ... dd 1.83 –0.12 ... 22.39 1.23 XiaobaiMaimai HX ... ... 2.93 –0.72 ...
10.87 5.80 RoivantSciences ROIV ... dd 8.00 –0.40 ... 301.52 75.81 SiTime SITM ... cc 287.59 +32.74 ... 15.32 10.65 Ericsson ERIC 1.4 15 10.92 –0.07 .1139 10.15 10.05 VMG Consumer VMGAU ... ... 10.09 +0.03 ... 223.93 111.84 Xilinx XLNX .7 69 220.87 +7.07 .37
2.15 0.58 RoivantSciencesWt ROIVW ... ... 1.50 +0.03 ... 10.14 10.05 SizzleAcqn SZZLU ... ... 10.14 +0.04 ... ... ... TelesatA TSAT ... ... 39.50 ... ... 44.45 11.75 VNET VNET ... dd 12.97 –4.97 ... 27.95 14.89 XilioTherap XLO ... ... 22.76 +0.60 ...
490.76 233.86 Roku ROKU ... cc 234.10 –41.28 ... 61.16 36.35 SkyWest SKYW ... 37 43.65 –4.24 ... 41.84 14.80 Telos TLS ... dd 18.83 –5.55 ... 27.78 9.58 VOXX Intl VOXX ... 9 11.62 –1.46 ... 97.57 40.90 Xometry XMTR ... dd 54.36 +0.19 ...
25.63 4.31 Root ROOT ... dd 4.49 –1.10 ... 204.00 134.28 Skyworks SWKS 1.4 18 160.71 –3.85 .56 208.99 128.15 10xGenomics TXG ... dd 149.96 –16.67 ... 65.42 34.03 VSE VSEC .6 88 60.64 –3.01 .09 16.00 4.10 Xos XOS ... ... 4.35 –0.17 ...
10.10 10.03 RoseHillAcqn ROSEU ... ... 10.09 +0.01 ... 151.44 66.51 SleepNumber SNBR ... 10 77.87 –4.17 ... 58.45 33.25 Tenable TENB ... dd 54.65 +0.21 ... 13.20 1.06 VyneTherap VYNE ... dd 1.07 –0.23 ... 4.55 0.81 XosWt XOSWW ... ... .91 –0.07 ...
134.22 104.92 RossStores ROST 1.0 30 112.78 –2.72 .285 4.16 1.68 SmartSand SND ... dd 1.95 –0.17 ... 32.00 15.35 TenayaTherap TNYA ... dd 21.65 –5.11 ... 17.99 12.25 Vaccitech VACC ... ... 12.65 –0.04 ... 25.03 17.43 Xperi XPER 1.0 15 19.08 –0.23 .05
15.59 8.61 Rover ROVR ... dd 12.06 –1.75 ... 10.00 2.51 SmartShareGlbl EM ... dd 2.63 –0.06 ... 153.73 104.05 Teradyne TER .3 28 151.27 +5.08 .10 14.74 9.03 ValleyNatlBncp VLY 3.1 13 14.33 –0.07 .11 11.22 2.69 Xunlei XNET ... 18 2.72 –0.44 ...
4.80 1.18 RoverWt ROVRW ... ... 3.45 –0.76 ... 16.08 3.59 SmileDirectClub SDC ... dd 3.63 –0.58 ... 28.36 6.92 TernsPharm TERN ... dd 8.40 –0.53 ... 59.15 24.16 Valneva VALN ... dd 48.91 +0.72 ... 55.00 17.91 Y-mAbsTherap YMAB ... dd 18.15 –4.30 ...
129.69 92.01 RoyalGold RGLD 1.3 26 105.43 –1.28 .35 39.61 14.50 Smith&Wesson SWBI 1.4 4 23.62 +1.07 .08 30.04 21.63 TerritBanc TBNK 3.5 13 26.36 +0.13 .23 21.86 12.00 VandaPharm VNDA ... 28 16.96 –0.80 ... 87.11 58.91 Yandex YNDX ... dd 81.05 –1.02 ...
53.23 34.86 RoyaltyPharma RPRX 1.6 22 41.56 –0.36 .17 24.50 13.14 SnapOne SNPO ... dd 21.57 –1.03 ... 1243.49 489.06 Tesla TSLA ... cc 1137.06 +103.64 ... 30.56 14.57 VarexImaging VREX ... dd 29.52 +1.97 ... 14.69 4.22 Yellow YELL ... dd 13.46 +0.63 ...
38.71 5.26 RubiusTherap RUBY ... dd 13.45 –0.53 ... 17.40 3.86 SoYoungIntl SY ... 60 4.32 –0.09 ... 9.25 5.08 TesscoTech TESS ... dd 5.71 –0.43 ... 75.33 38.67 VaronisSystems VRNS ... dd 56.30 –5.60 ... 53.77 40.70 YorkWater YORW 1.6 38 47.89 –1.04 .1874
13.29 11.84 RunwayGrowthFin RWAY 7.8 11 12.83 +0.65 .25 28.26 10.10 SoFiTech SOFI ... dd 20.37 –2.39 ... 190.51 113.14 TetraTech TTEK .4 53 189.45 +9.74 .20 3.17 1.16 VascularBiogenics VBLT ... dd 2.15 –0.38 ... 6.05 0.66 Yunji YJ ... dd .80 –0.08 ...
56.52 37.46 RushEnt A RUSHA 1.4 15 55.87 +2.49 .19 13.15 1.85 SoFiTechWt SOFIW ... ... 8.99 –2.26 ... 93.26 52.06 TexasCapBcshs TCBI ... 13 58.14 –5.03 ... 15.86 2.90 VastaPlatform VSTA ... dd 2.96 –0.29 ... 5.95 1.26 Ziopharm ZIOP ... dd 1.43 –0.09 ...
56.43 33.76 RushEnt B RUSHB 1.4 15 55.42 +1.94 .19 24.99 15.04 Sohu.com SOHU ... 7 17.86 –3.71 ... 202.26 155.14 TexasInstruments TXN 2.4 25 195.16 +5.08 1.15 35.86 15.51 Vaxcyte PCVX ... dd 22.71 –3.74 ... 193.54 82.64 ZaiLab ZLAB ... ... 84.15 –1.02 ...
28.73 14.03 RuthsHospitality RUTH ... 21 18.20 –0.80 ... 16.69 7.93 SolGelTech SLGL ... dd 8.57 –0.34 ... 110.75 72.60 TexasRoadhouse TXRH 1.8 30 89.73 –1.26 .40 22.77 13.50 Vaxxinity VAXX ... ... 16.17 +2.67 ... 40.00 22.33 ZealandPharma ZEAL ... dd 23.15 –1.85 ...
19.67 11.19 RxSight RXST ... ... 13.52 +1.23 ... 377.00 199.33 SolarEdgeTech SEDG ... cc 365.13 +2.72 ... 33.36 11.19 TheBancorp TBBK ... 17 30.54 –1.04 ... 37.70 3.85 VectivBio VECT ... dd 4.07 –0.86 ... 614.10 354.16 ZebraTech ZBRA ... 38 596.75 +4.91 ...
127.25 94.68 Ryanair RYAAY ... dd 105.89 –8.23 ... 11.58 1.82 SolidBiosci SLDB ... dd 1.99 –0.16 ... 2.75 0.55 TherapeuticsMD TXMD ... dd .57 –0.06 ... 27.99 15.90 VeecoInstr VECO ... 81 26.60 –0.21 ... 87.19 34.48 ZentalisPharm ZNTL ... dd 77.63 +0.09 ...
14.72 9.83 SomaLogic SLGC ... ... 12.88 +0.07 ... 22.74 6.10 TheravanceBio TBPH ... dd 8.36 +0.16 ... 30.81 5.55 VelodyneLidar VLDR ... dd 6.28 –0.52 ... 135.00 72.27 ZiffDavis ZD ... 29 121.08 –7.30 ...
55.87
S 15.09
47.49
1.70
20.06
SomaLogicWt
Sono
SLGCW
SEV
...
...
...
dd
4.70
24.80
+0.03
...
...
...
24.54
29.13
13.71
25.00
TheseusPharm
ThirdCoastBcshs
THRX
TCBX
...
...
...
12
20.09
28.00
+2.90
+2.95
...
...
14.41
26.00
1.15
16.32
VelodyneLidarWt
VentyxBiosciences
VLDRW
VTYX
...
...
...
...
1.55
21.90
–0.05
–1.07
...
...
212.40
208.11 55.88
Zillow A
Zillow C
ZG
Z
...
...
dd
dd
56.39
56.11
–7.55
–7.84
...
...
44.72 20.01 Sonos SONO ... 23 31.73 –2.21 ... 8.50 1.50 36Kr KRKR ... dd 1.53 –0.13 ... 3.44 1.43 VenusConcept VERO ... dd 1.44 –0.30 ... 11.70 9.84 ZimmerEnergy ZTAQU ... ... 10.14 +0.16 ...
35.80 22.27 S&T Bancorp STBA 3.7 11 31.72 –0.57 .29 19.80 13.76 SophiaGenetics SOPH ... ... 15.45 +0.33 ... 10.13 7.38 ThorneHealthtech THRN ... dd 9.78 –0.12 ... 13.62 6.93 VeraBradley VRA ... 15 10.50 –0.33 ... 9.90 9.58 ZimmerEnerA ZT ... ... 9.72 +0.04 ...
369.56 232.88 SBA Comm SBAC .7 cc 344.99 +1.22 .58 30.38 21.21 SoteraHealth SHC ... cc 22.54 –0.52 ... 34.43 24.34 Thoughtworks TWKS ... ... 33.15 +2.41 ... 33.45 11.30 VeraTherap VERA ... ... 31.20 +8.69 ... 2.60 0.80 ZimmerEnerWt ZTAQW ... ... 1.02 +0.12 ...
10.25 4.90 SCYNEXIS SCYX ... dd 7.13 +1.73 ... 4.49 1.91 SotherlyHotels SOHO ... dd 2.37 –0.28 ... 31.86 14.23 ThredUp TDUP ... ... 19.44 –1.15 ... 86.03 32.87 Veracyte VCYT ... dd 49.30 +1.15 ... 67.07 37.67 ZionsBancorp ZION 2.3 9 65.41 –0.07 .38
65.22 52.12 SEI Investments SEIC 1.2 17 63.41 –1.27 .37 26.64 17.48 SouthPlainsFin SPFI 1.4 8 26.20 –0.05 .09 45.00 10.34 360DigiTech QFIN 1.0 5 26.01 –0.03 .27 4.93 1.43 Verastem VSTM ... dd 2.96 –0.18 ... 10.37 6.35 Zix ZIXI ... dd 8.46 –0.02 ...
37.21 19.26 SI-BONE SIBN ... dd 21.24 –0.85 ... 93.26 62.60 SouthState SSB 2.4 13 81.15 –2.41 .49 10.17 10.04 ThriveAcqn THACU ... ... 10.11 –0.01 ... 52.70 28.16 VerintSystems VRNT ... dd 48.52 +1.09 ... 23.69 13.01 Zogenix ZGNX ... dd 13.28 –2.21 ...
9.82 5.66 SIGA Tech SIGA ... 46 9.26 +1.77 ... 65.39 30.56 SouthernFirstBcsh SFST ... 12 62.87 –0.84 ... 10.00 9.77 ThunderBridgeIV THCPU ... ... 9.85 –0.04 ... 246.10 184.60 VeriSign VRSN ... 45 245.70 +9.65 ... 486.83 245.16 ZoomVideo ZM ... 76 251.30 –3.67 ...
21.40 10.53 SLM SLM 2.4 5 18.41 –0.32 .11 61.93 29.00 SoMO Bancorp SMBC 1.4 10 55.54 –1.54 .20 16.84 9.55 ThunderBridgeIV A THCP ... ... 9.71 +0.01 ... 230.70 159.79 VeriskAnalytics VRSK .5 54 230.03 +13.76 .29 79.17 37.86 ZoomInfoTech ZI ... cc 77.09 +2.52 ...
20.05 16.89 SLR Invt SLRC 8.6 11 19.05 –0.20 .41 21.01 18.90 SouthernStatesBcsh SSBK 1.8 ... 19.98 –0.02 .09 1.49 0.85 ThunderBridgeIVWt THCPW ... ... .92 –0.05 ... 45.36 21.44 Veritex VBTX 2.0 17 40.80 –1.96 .20 7.34 1.55 Zovio ZVO ... dd 1.60 –0.05 ...
16.41 13.94 SLR Sr Invt SUNS 7.7 14 15.60 –0.04 .10 45.33 29.31 SouthsideBcshs SBSI 3.0 13 43.78 –0.42 .33 67.00 6.66 Tilray TLRY ... dd 10.93 –2.01 ... 50.34 15.52 Veritone VERI ... dd 29.01 –5.07 ... 376.11 138.68 Zscaler ZS ... dd 368.78 +19.71 ...
60.75 29.44 SMART Global SGH ... cc 58.07 –1.79 ... 16.56 12.64 SovosBrands SOVO ... cc 15.01 –1.03 ... 30.75 22.77 TimberlandBncp TSBK 3.0 9 28.06 –0.34 .21 9.72 4.45 VeronaPharma VRNA ... dd 5.19 –0.06 ... 53.80 33.87 Zumiez ZUMZ ... 11 52.04 +0.83 ...
9.48 1.86 SocTelemed TLMD ... dd 2.56 –0.26 ... 26.14 16.71 SpartanNash SPTN 3.3 14 24.13 –1.68 .20 35.24 17.92 TitanMachinery TITN ... 24 34.07 +1.38 ... 18.42 8.83 VerricaPharm VRCA ... dd 11.44 –0.89 ... 52.00 7.85 Zymergen ZY ... ... 8.57 –1.69 ...
1.75 0.26 SocTelemedWt TLMDW ... ... .31 –0.02 ... 5.24 1.76 SpectrumPharm SPPI ... dd 1.78 –0.27 ... 29.18 15.75 TivityHealth TVTY ... 11 26.36 –1.23 ... 14.30 7.22 VersaBank VBNK .6 18 12.78 –0.38 .0195 9.00 3.15 ZynerbaPharma ZYNE ... dd 3.77 –0.51 ...
16.18 4.35 SPI Energy SPI ... dd 6.00 +0.69 ... 23.64 11.75 SperoTherap SPRO ... dd 16.50 –0.29 ... 5.24 1.31 TizianaLife TLSA ... dd 1.39 ... ... 39.71 16.06 Vertex VERX ... ... 20.19 –1.50 ... 22.89 10.66 Zynex ZYXI .0 52 14.58 –0.02 .10
36.71 27.25 SP Plus SP ... 29 31.19 –1.88 ... 10.19 10.05 SpindletopHlth SHCAU ... ... 10.09 ... ... 2.12 0.48 TonixPharm TNXP ... dd .48 –0.06 ... 242.99 176.36 VertxPharm VRTX ... 22 182.88 –4.41 ... 12.32 6.54 Zynga ZNGA ... dd 6.58 –0.98 ...
Top 500 Exchange-Traded Portfolios

Tick Div Tick Div Tick Div Tick Div Tick Div
NOTICE TO READERS: Listed 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.
InvscActMgdETC PDBC .0 21.68 –0.47 .0013 ArkFinInnov ARKF .0 50.36 –2.41 .0281 InvscDBBaseMet DBB ... 21.19 –0.14 ... iShSilver SLV ... 22.75 –0.67 ... SPDR S&P600SCapVal SLYV 1.4 87.10 –2.42 .2577
are the top 500 ETF’s based InvscBull2025CpBd BSCP 1.8 22.00 ... .0308 AvantisUSSCValue AVUV 1.0 81.41 –2.23 .1017 InvscDBOilFund DBO ... 14.00 –0.75 ... iShTIPSBondETF TIP 3.6 130.35 –0.07 .1218 SPDRS&PBank KBE 2.0 56.35 –1.09 .257
on weekly volume. InvscBull2024CpBd BSCO 1.9 21.91 –0.02 .0314 BreakwDryBulk BDRY ... 24.79 +2.16 ... InvscDBUSDBull UUP ... 25.75 +0.25 ... iSh10+YIGCpBd IGLB 3.1 70.19 +0.09 .1793 SPDRS&PInsurance KIE 1.9 39.96 –0.95 .1901
InvscBull2021CpBd BSCL 1.0 21.08 +0.01 .0036 CabanaTarget7 TDSB .4 26.64 –0.04 .1126 InvscDynLeisure PEJ .8 48.83 –2.17 .0612 iShChinaLC FXI 2.1 40.51 –0.91 .151 SPDRS&PRegionalBkg KRE 1.9 73.48 –1.11 .3396
Tick Div InvscBull2026CpBd BSCQ 2.0 21.18 –0.01 .0327 CabanaTarget10 TDSC .5 28.47 +0.09 .1335 InvscEMSovDebt PCY 4.8 26.56 –0.15 .1052 iShRussellMCGrowth IWP .3 120.90 –1.46 .1335 SPDRS&PTransport XTN 1.1 95.18 –2.02 .1126
Name Sym Yld Last Chg. Amt. InvscBull2023CpBd BSCN 1.7 21.58 –0.01 .0258 CabanaTarget13 TDSD .5 29.89 –0.06 .1451 InvscFinlPfd PGF 4.8 18.61 –0.11 .0709 iShUSTech IYW .3 116.48 +2.31 .0729 SchwabEM Equity SCHE 2.4 31.03 –0.69 .2021
Bats InvsBull23HYCpBd BSJN 3.8 25.25 –0.03 .0705 CabanaLdgAgg CLSA ... 27.42 +0.58 ... InvscFTSERAFIEM PXH 2.9 22.18 –0.54 .3123 iSh0-5YHYCorpBd SHYG 4.9 45.29 –0.11 .1716 SchwabFundEmgLrg FNDE 2.4 31.91 –0.80 .1893
InvscBull2022CpBd BSCM 1.7 21.50 ... .0272 CabanaLdgCon CLSC ... 25.74 +0.02 ... InvscNatAMTFrMuni PZA 2.4 26.99 –0.03 .0523 JPM AlerianMLP AMJ 7.0 18.36 –1.10 .3141 SchwabFundIntLrgCo FNDF 2.1 33.11 –0.70 .2683
InvsBull22HYCpBd BSJM 3.5 23.20 ... .0572 CabanaLdgMod CLSM ... 27.35 +0.47 ... InvscPreferred PGX 5.5 14.86 –0.06 .058 JanusHenShrtDur VNLA 1.0 49.92 –0.04 .0484 SchwabFundUSLrgCo FNDX 1.6 57.24 –0.81 .2513
ARK AutoTech ARKQ .0 86.26 –1.24 .6561
InvscKBWBank KBWB 1.8 70.23 –1.94 .3408 ColumbiaDivFixed DIAL 2.5 21.21 –0.09 .0453 InvsS&P500EWCD RCD .4 158.96 –0.03 .1837 JPMEquityPrem JEPI 7.1 61.65 –0.31 .3661 SchwabIntmUSTrsr SCHR 1.0 56.21 +0.06 .045
ARKGenomicRev ARKG .0 68.53 –4.89 .4256
CommSvsSPDR XLC .7 79.69 –1.54 .1417 InvscS&P500EW RSP 1.3 159.65 –2.00 .5568 KraneCSIChInt KWEB .5 48.46 –3.46 .2214 SchwabIntEquity SCHF 2.1 39.89 –0.51 .3407
ArkSpaceExpln ARKX ... 20.45 –0.40 ... InvscNasdNext100 QQQJ .3 35.42 –0.58 .0243
CnsmrDiscSelSector XLY .5 211.42 +7.63 .2749 InvscS&P500HiBeta SPHB 1.0 80.16 –1.20 .1945 KraneGlblCarbon KRBN ... 47.08 +2.84 ... SchwabSrtTRmUSTrsr SCHO .5 50.98 +0.01 .013
BlkRkShMaturityBd NEAR .8 50.03 +0.01 .0293 InvscNasd100 QQQM .4 166.07 +3.84 .1662
CnsStapleSelSector XLP 2.5 72.05 –0.79 .442 InvscS&P500HiDiv SPHD 3.7 42.89 –0.89 .1296 MatlsSelSectorSPDR XLB 1.6 88.31 –1.79 .3537 SchwabUS AggrBd SCHZ 2.2 54.09 +0.07 .0939
BlkRkUltShtBd ICSH .5 50.43 –0.01 .0159 InvscQQQI QQQ .4 403.99 +9.29 .4139
CSX Mthly2xLvMtg REML 15.8 6.87 –0.36 .0545 InvscS&P500LowVol SPLV 1.5 64.41 ... .0915 MicroFANG-3XInvr FNGD ... 1.72 –0.01 ... SchwabUS BrdMkt SCHB 1.1 113.03 –0.07 .3352
FTCboeVestBf BUFR ... 23.81 +0.01 ... InvscS&PSCEner PSCE .3 7.31 –0.92 .0109
DimenEmgCore DFAE 1.1 27.62 –0.47 .2112 InvscS&P500PrVal RPV 1.7 79.19 –2.60 .4195 MicroSectorsFANG3X FNGU ... 47.18 +0.41 ... SchwabUS Div SCHD 2.9 78.16 –0.98 .587
FTCboeUSBuffNov FNOV ... 38.59 +0.05 ... iSh3-7YTreasuryBd IEI .7 128.91 +0.09 .078
DimenIntlCore DFAI 1.5 29.73 –0.49 .1343 InvscS&P500Qual SPHQ 1.2 52.16 –0.38 .173 MicroSecGold3XLvgd GDXU ... 13.50 –1.50 ... SchwabUS LC SCHX 1.2 113.47 +0.22 .3405
FrankSrLoan FLBL 3.3 24.93 –0.13 .0721 iShBiotech IBB .2 154.56 +0.56 .1244
DimenUSCore DFAU .7 32.78 –0.03 .0805 InvscSrLoan BKLN 3.2 22.08 –0.04 .0565 MicrUSBigOil3InLv NRGD ... 8.91 +1.49 ... SchwabUS LC Grw SCHG .4 166.80 +2.68 .1462
GlbXRuss2000Cvr RYLD 11.3 25.70 +0.04 .2474 iShBrdUSDInvCpBd USIG 2.4 60.07 +0.03 .1052
DimenUSCoreEq2 DFAC 1.0 28.83 –0.16 .0767 InvscSolar TAN .1 98.12 –1.49 .0922 MicrUSBigOil3Lev NRGU ... 151.17 –34.43 ... SchwabUS LC Val SCHV 1.9 71.52 –0.78 .357
GlbXUSInfrDevt PAVE .3 28.70 –0.18 .0399 iShCoreMSCITotInt IXUS 2.1 72.94 –1.16 .8518
DimenUSTargVal DFAT .9 48.17 –1.07 .1102 InvscTotalRetBd GTO 1.8 56.60 +0.01 .0953 NationRiskMgd NUSI 7.4 29.17 +0.66 .1807 SchwabUS MC SCHM 1.1 81.62 –1.63 .2805
iPathS&P500VIX VXX ... 20.96 +0.60 ... iShCore1-5YUSDBd ISTB 1.7 50.63 +0.01 .065 SchwabUS REIT SCHH 1.9 49.57 ... .2267
DimenWorldexUS DFAX 1.8 26.31 –0.51 .1212 InvscUltShtDur GSY .6 50.36 –0.01 .0194 NoShoreGlUran URNM 1.2 89.31 –10.24 1.1043
iShBrdUSDHYCpBd USHY 5.1 41.05 –0.18 .1697 iShCoreS&PUSGrowth IUSG .6 116.13 +2.22 .1981 SchwabUS SC SCHA 1.0 106.17 –2.96 .2914
DirexAeroBl3 DFEN .1 20.25 –1.65 .0128 InvscVarRtPfd VRP 4.3 26.01 –0.08 .09 PGIMUltraShBd PULS 1.3 49.59 –0.01 .0399
iShConvBond ICVT .9 101.09 –2.50 .0592 iShCoreS&PUSValue IUSV 2.0 74.08 –1.30 .4326 Schwab US TIPs SCHP 3.7 63.64 –0.07 .175
DirexBrazilBull2X BRZU 1.4 66.28 –7.90 .5951 InvscWildClnEngy PBW 1.0 90.84 –4.66 .2722 PIMCOEnhShMaturity MINT .4 101.69 –0.04 .032
iShCoreMSCIEAFE IEFA 2.2 76.25 –1.05 1.0884 iShCoreTotalUSDBd IUSB 1.8 53.04 +0.04 .0845 SPDR DJIA Tr DIA 1.6 355.91 –5.37 .701
DirexCSIChinaInt CWEB ... 19.78 –2.98 ... iSh0-5YTIPSBd STIP 3.6 106.56 –0.05 .0703 PacerData&Infr SRVR 1.3 40.60 –0.14 .1224
iShCurrHdgMSCIEAFE HEFA 2.1 36.01 –0.15 .4807 iShSelectDividend DVY 3.2 118.61 –2.10 1.0323 SPDR EurSTOXX FEZ 1.9 47.64 –0.89 .0651
DirexEnergyBr2 ERY ... 12.03 +1.12 ... iShCoreDivGrowth DGRO 1.9 53.78 –0.32 .25 PacerTrendUSBd PTBD 3.0 26.90 –0.18 .2203
iShIntlSelDividend IDV 5.6 30.49 –0.69 .6118 iShESGAwareMSCI ESGD 2.1 80.63 –1.14 1.062 SPDR S&PMdCpTr MDY .9 523.58 –5.56 1.3101
DirexEnergyBl2 ERX 1.9 28.49 –3.13 .169 iShCoreHiDividend HDV 3.5 97.20 –1.90 .7641 ProShBitcoin BITO ... 37.01 –4.11 ...
iShUSAerospace&Def ITA .9 104.18 –2.68 .1805 iShESGAwareEM ESGE 1.4 41.78 –0.87 .2256 SPDR S&P 500 SPY 1.2 468.89 +1.62 1.4281
DirexChinaBr3 YANG ... 16.25 +1.01 ... iShCoreMSCIEM IEMG 1.9 62.54 –1.29 .4705 ProShOnlRetail ONLN .8 68.74 –2.67 .5695
iShUSHomeConstrn ITB .4 78.55 +1.87 .0907 iShESGAwareUSA ESGU 1.1 107.36 +0.28 .3185 SPDR S&P Biotch XBI .2 121.92 –4.62 .04
DirexChinaBl3 YINN 1.2 11.16 –0.83 .0019 iShCoreMSCIEurope IEUR 2.3 58.60 –0.95 .8758 ProShShtDow30 DOG ... 32.54 +0.43 ...
iShUSOil&GasExpln IEO 2.1 60.27 –3.97 .5657 iShFallAngelsUSDBd FALN 3.7 30.04 –0.11 .0814 SPDR SP China GXC 1.1 112.27 –2.72 .4954
DirexFinlBear3 FAZ ... 19.85 +1.45 ... iShMSCIIntlDev IDEV 2.2 68.98 –0.99 .8862 ProShShtMSCI EM EUM ... 12.47 +0.27 ...
iShUSTelecomm IYZ 2.9 31.51 –1.18 .2903 iSh5-10YIGCorpBd IGIB 2.3 59.52 –0.02 .1109 DirexFinlBull3 FAS .4 132.81 –10.84 .1529 iShCoreS&P500 IVV 1.2 470.82 +1.66 1.6929 ProShShortQQQ PSQ ... 10.75 –0.27 ... SPDR S&P Div SDY 2.7 125.31 –1.50 .8494
iShEdgeMSCIMinEAFE EFAV 1.6 77.18 –0.46 1.2651 iShGSCICmDynRoll COMT .3 36.66 –0.76 .0963 DirexGoldMinBr2 DUST ... 18.10 +1.07 ... iShCoreS&P MC IJH 1.1 286.44 –3.13 .9787 ProShShtRus2000 RWM ... 20.20 +0.55 ... SPDR S&P Home XHB .5 84.05 +1.60 .0903
iShEdgeMSCIMinVol ACWV 1.6 106.84 –0.49 .9505 iShGlbCleanEnergy ICLN .7 24.69 –0.39 .1242 DirexGoldMinBl2 NUGT ... 55.10 –3.90 ... iShCoreS&P SC IJR 1.1 116.96 –2.51 .5008 ProShShrtS&P500 SH ... 13.91 –0.05 ... SPDR S&P MtlMng XME .7 43.92 –3.39 .067
iShEdgeMSCIMinUSA USMV 1.4 77.92 –0.24 .2858 iShJPMUSDEmgBd EMB 3.9 109.41 –0.17 .3579 DirexHmbldrBull3 NAIL ... 107.58 +7.13 ... iShS&PTotlUSStkMkt ITOT 1.2 106.97 –0.15 .3665 ProShSh20+Tr TBF ... 16.11 –0.12 ... SPDRS&POilGasExpl XOP 1.4 98.77 –8.65 .3453
iShEdgeMSCIUSAMom MTUM .5 187.41 –2.34 .3341 iShMBSETF MBB 1.2 107.61 +0.10 .0189 DirexJrGoldMinBr2 JDST ... 9.61 +0.77 ... iShCoreUSAggBd AGG 1.8 114.45 +0.13 .1795 ProShUltBlmCrude UCO ... 86.87 –6.61 ... SPDR S&P Retail XRT .7 101.05 –1.41 .1881
iShEdgeMSCIUSAQual QUAL 1.2 145.43 –0.01 .4185 iShMSCI ACWI ACWI 1.3 106.58 –0.49 .7242 TechSelectSector XLK .6 171.31 +4.00 .2729
DirexJrGoldMinBl2 JNUG .4 75.31 –6.94 .3359 iShCoreUS REIT USRT 2.1 64.41 +0.17 .2537 ProshUltBlmNatGas BOIL ... 53.16 +3.72 ...
iShEdgeMSCIUSAVal VLUE 2.1 105.18 –2.45 .7394 iShMSCIACWIxUS ACWX 1.9 57.05 –0.87 .6168 TeucriumWheatFd WEAT ... 8.01 +0.07 ...
DirexRgBanksBull3X DPST .5 56.27 –2.49 .0677 iShUSRealEstate IYR 1.7 109.88 –0.16 .2905 ProShUltDow30 DDM .1 76.96 –2.07 .0104
iShExpTechSftwr IGV ... 439.36 –3.79 ... iShMSCIACxJpn AAXJ 1.1 86.64 –1.29 .279 U.S.GlobalJetsETF JETS .0 22.08 –1.33 .0086
DirexRetailBull3 RETL .0 51.06 –2.63 .0056 iShUS Energy IYE 2.7 30.22 –1.41 .3043 ProShUltraQQQ QLD ... 92.38 +4.14 ...
iShMSCIChina MCHI 1.1 68.68 –1.98 .1774 UtilitiesSelSector XLU 2.9 67.30 +0.65 .4992
iShMtgRealEstCap REM 5.2 36.88 –0.95 .2002 DirexS&P500Br3 SPXS ... 17.60 –0.20 ... iShUS Finls IYF 1.2 86.93 –2.25 .3536 ProShrUltraRus UWM .0 60.92 –3.62 .0033
iShMSCI EAFE SC SCZ 1.6 75.29 –1.37 .7094 VanEckEMHYBd HYEM 5.3 22.69 +0.04 .1043
iShFloatingRateBd FLOT .5 50.73 –0.07 .0161 DirexS&P500Bl3 SPXL .1 138.47 +1.39 .0411 iShUSRegionalBanks IAT 1.8 63.78 –1.29 .3296 ProShUltraS&P SSO .2 142.57 +0.90 .0385
iShMSCIEMxChina EMXC 1.4 61.18 –1.01 .2565 VanEckGoldMin GDX .6 33.67 –1.10 .1899
iShIntlAggregateBd IAGG .6 55.35 +0.12 .0476 DirexS&PBiotechBr3 LABD ... 22.28 +2.21 ... iShUSMedDevices IHI .2 64.73 –0.23 .029 ProShUltSilver AGQ ... 39.25 –2.46 ...
iShMSCIEuropeFinls EUFN 2.4 20.24 –0.70 .4186 VanEckInvtGrFR FLTR .7 25.31 –0.01 .011
iShMSCIChileCapped ECH 2.5 25.45 –1.75 .4974 DirexS&PBiotechBl3 LABU ... 49.31 –5.70 ... iShEuropeETF IEV 2.2 54.51 –0.85 .8721 ProShUltDow30 UDOW .2 80.17 –3.22 .0163
VanEckJPMEMLCBd EMLC 5.2 28.88 –0.49 .1258
iShMSCIEurozone EZU 2.2 50.10 –0.86 .4836 iShMSCITurkeyETF TUR 3.7 21.09 –1.25 .6933 DirexS&P500Br1 SPDN ... 14.33 –0.04 ... iShGlobalREITETF REET 2.1 29.52 –0.01 .1771 ProShUltRus2000 URTY .0 117.57 –10.59 .0027
VanEckJrGoldMin GDXJ 1.9 45.92 –2.07 .8554
iShMSCIGlbMet&MnPr PICK 2.8 40.96 –1.75 .7037 iSh1-5YIGCorpBd IGSB 1.8 54.12 –0.04 .0671 DirexHiBetaBear3X HIBS ... 8.43 +0.34 ... iShGoldTr IAU ... 35.15 –0.35 ... ProShUltS&P500 UPRO .0 147.32 +1.45 .0289
VanEckMerkGoldTr OUNZ ... 17.97 –0.17 ...
iShMSCIEAFEGrowth EFG 1.1 112.63 –0.29 .3525 iShPfd&Incm PFF 4.4 38.86 –0.01 .1368 DirexS&POil&GasBr2 DRIP .1 5.48 +0.79 .0028 iShiBoxx$InvGrCpBd LQD 2.3 133.08 +0.10 .2623 ProShUltShtDow30 SDOW ... 28.41 +1.09 ...
VanEckOilSvcs OIH 1.0 183.77 –22.61 1.8911
iShMSCIIndiaETF INDA .1 49.56 –1.22 .0418 iShGlobalInfra IGF 2.7 46.59 –1.11 .6777 DirexS&POil&GasBl2 GUSH .1 94.39 –17.73 .0657 iShiBondsDec2021Cp IBDM .0 24.70 –0.02 .0071 ProShShtRus2000 SRTY ... 7.78 +0.62 ...
VanEckRareEarth REMX .5 117.40 –2.45 .5348
iShMSCIEAFEValue EFV 3.0 51.02 –1.21 .878 iShSemiconductor SOXX .6 537.71 +14.06 1.1567 DirexSemiBear3 SOXS ... 3.84 –0.35 ... iShiBoxx$HYCpBd HYG 4.2 86.56 –0.29 .2771 ProShUltS&P500 SPXU ... 13.34 –0.13 ...
VangdCnsmrDiscr VCR .6 355.63 +9.78 1.5526
iShUSTreasuryBdETF GOVT 1.0 26.48 +0.05 .021 iShShortTreaBd SHV .0 110.45 ... .1554 DirexSemiBl3 SOXL .0 68.61 +5.26 .0162 iShLatinAmerica40 ILF 2.7 24.09 –1.59 .378 ProShUltBloomCrd SCO ... 14.25 +0.92 ...
VangdExtMkt VXF 1.1 194.02 –4.42 .2673
JPMBetaEurope BBEU 2.4 59.63 –0.96 .2926 iSh1-3YTreasuryBd SHY .3 85.77 –0.01 .011 DirexScBear3 TZA ... 24.94 +2.00 ... iShMSCIAustralia EWA 2.3 25.33 –0.74 .3765 ProShUltShBlmGas KOLD ... 7.86 –0.90 ...
VangdInfoTech VGT .6 457.47 +8.07 .8869
JPMBetaJapan BBJP 1.1 58.21 –0.30 .629 iSh7-10YTreasuryBd IEF .8 114.86 +0.24 .0814 DirexSCBull3 TNA .0 98.50 –8.90 .0103 iShMSCIBrazil EWZ 3.1 29.17 –1.69 .6261 ProShUltDow30 DXD ... 8.56 +0.23 ...
VangdSC Grwth VBK .4 293.73 –8.41 .1486
JPM UltShtIncm JPST .7 50.58 –0.02 .0225 iSh20+YTreasuryBd TLT 1.5 148.36 +1.03 .1882 DirexTechBear3 TECS ... 30.90 –2.35 ... iShMSCICanadaETF EWC 1.6 39.25 –0.75 .2331 ProShrUSOilGas DUG ... 9.74 +0.83 ...
VangdSC Val VBR 1.6 181.57 –3.40 .6616
JPMUltShMuni JMST .3 50.99 –0.06 .0066 Nasdaq7HANDL HNDL 6.9 25.85 –0.09 .1528 DirexTechBull3 TECL .0 84.48 +5.72 .19 iShMSCI EAFE EFA 2.2 80.34 –1.04 1.1018 ProShUltShtQQQ QID ... 15.50 –0.73 ...
VangdCommSvcs VOX .7 140.21 –3.22 .3603
NuvESGLCGrowth NULG .1 73.74 +0.54 1.5115 ProShUltPrQQQ TQQQ ... 177.14 +11.69 .0001 Direx20+TreaBr3 TMV ... 55.82 –1.25 ... iShMSCIEmgMarkets EEM 1.5 50.92 –1.08 .2408 ProShUltShRus2000 TWM ... 12.20 +0.66 ...
VangdDivApp VIG 1.5 167.06 –0.47 .6995
ProShS&P500Arist NOBL 1.8 95.69 –0.61 .4134 ProShUltShtQQQ SQQQ ... 5.89 –0.43 ... Direx20+YrTrBull TMF .1 28.47 +0.57 .0054 iShMSCIFranceETF EWQ 1.5 39.55 –0.51 .4345 ProShUltShtS&P500 SDS ... 7.38 –0.04 ...
VangdEnergy VDE 3.7 77.00 –4.26 .9232
ProShShtVIXST SVXY ... 62.02 –0.91 ... ValkyrieBitcoin BTF ... 22.80 –2.54 ... ETFMGAltHarvest MJ 1.8 13.14 –2.24 .06 iShMSCIGermanyETF EWG 2.2 33.79 –0.32 .6034 ProShUltraSh20+ TBT ... 17.11 –0.28 ...
VangdFTSEDevMk VEA 2.4 51.99 –0.70 .20
ProShUltVIXST UVXY ... 15.93 +0.69 ... VanEckFallAngelHY ANGL 4.0 33.01 –0.11 .1038 ETFMGPrmJrSilv SILJ 1.5 13.75 –0.76 .20 iShMSCIHongKong EWH 2.5 24.46 +0.16 .3816 QuadIntRtVol IVOL 3.7 27.42 –0.15 .0834
VangdFTSE EM VWO 2.2 51.06 –1.02 .4727
ProShsVIXSTFut VIXY ... 17.14 +0.46 ... VanEckSemicon SMH ... 312.20 +11.10 ... ETFMG PrimeMob IPAY ... 61.06 –3.55 ... iShMSCIIndonesia EIDO 1.3 23.69 –0.25 .1421 RealEstSectorSPDR XLRE 2.9 48.21 +0.02 .2609
VangdFTSE Europe VGK 2.6 68.42 –1.14 .392
VanEckHYMuni HYD 3.6 62.27 –0.10 .1836 VangdIntrCorpBd VCIT 2.2 93.52 –0.06 .1732 ETFMG TravelTech AWAY .0 26.52 –1.58 .01 iShMSCIIntlQual IQLT 1.8 40.01 –0.24 .4778 RoundhillBallMeta META ... 16.90 +0.45 ...
VangdFTSE Pac VPL 2.3 80.83 –0.78 .3634
VangdIntermTrmTrea VGIT 1.2 66.95 +0.05 .0613 EnSelectSectorSPDR XLE 4.0 54.67 –2.88 .5919 iShMSCIItaly EWI 2.0 32.91 –1.01 .4099 RoundSportsBet BETZ .3 27.19 –1.41 .0714
VanEckMstrWdMoat MOAT 1.2 76.50 –1.37 .9021 VangdFinls VFH 1.8 97.44 –2.64 .5449
VangdIntlHiDiv VYMI 3.8 66.90 –1.49 .7304 FidelityMSCIEn FENY 3.5 15.00 –0.84 .152 iShMSCIJapan EWJ 1.1 69.91 –0.17 .5049 SPDRBlackSrLoan SRLN 4.4 45.80 –0.09 .17 VangdFTSEAWxUS VEU 2.4 62.63 –0.97 .3674
VanEckRussia RSX 2.7 29.92 –1.35 .7988
VangdLTCorpBd VCLT 3.1 106.89 +0.15 .2666 FidelityRealEst FREL 2.8 32.64 –0.10 .214 iShMSCIMalaysiaETF EWM 3.3 25.16 –0.43 .841 SPDRBBCpBd SPBO 2.4 35.06 –0.01 .0694 VangdGrowth VUG .5 325.67 +5.89 .3166
VanEckVietnam VNM .3 20.54 –0.17 .07
FidelityTotalBdETF FBND 1.9 53.12 +0.12 .077 iShMSCIMexico EWW 1.9 47.27 –1.51 .387 SPDRBloomBarEMLoBd EBND 3.8 24.55 –0.32 .0819 VangdHlthCr VHT 1.2 255.76 –2.78 .8929
VangdESGIntlStk VSGX 1.9 63.63 –0.88 .2496 VangdLong-TermTrea VGLT 1.8 89.59 +0.54 .1362
FinSelSectorSPDR XLF ... 39.02 –1.13 ... iShMSCIPacificxJp EPP 2.4 49.65 –1.00 .6213 SPDR BlmBarcHYBd JNK 4.4 108.08 –0.46 .3794 VangdHiDiv VYM 2.7 108.86 –1.66 .7488
VangdESGUSStk ESGV .9 87.72 +0.23 .2364 VangdMBS VMBS 1.0 53.02 +0.02 .0482
FT DJ Internet FDN ... 244.55 –3.45 ... iShMSCIPoland EPOL .8 20.75 –1.84 .0613 SPDRBlmBarInvGrdFR FLRN .4 30.62 –0.01 .0091 VangdIndls VIS 1.1 204.89 –2.19 .6395
VangdUltShrtBd VUSB .3 50.04 –0.01 .0142 VangdRuss1000Grw VONG .6 79.45 +1.41 .1208
FT EnergyAlpDx FXN .9 12.11 –0.64 .0365 iShMSCIRussia ERUS 4.0 46.72 –2.02 .5757 SPDRBloomBarc1-10Y TIPX 3.5 21.33 –0.04 .0053 VangdIntermBd BIV 2.0 88.71 +0.05 .1413
VangdRuss1000Val VONV 1.7 71.95 –1.36 .3348
FT FinlsAlpDx FXO 1.7 47.00 –1.08 .2267 iShMSCISaudiArabia KSA 1.1 43.01 –1.03 .0942 SPDRBloomBar1-3MTB BIL .0 91.44 ... .0033
NASDAQ VangdRuss2000 VTWO .9 94.06 –2.75 .2209
FT NaturalGas FCG 1.7 17.32 –1.31 .0691 iShMSCISingapore EWS 2.7 23.71 –0.38 .2799 SPDRBloomBarSTHYBd SJNK 4.3 27.17 –0.08 .0916
VangdLC
VangdLT Bond
VV
BLV
1.2
2.9
219.31
103.90
+0.46
+0.37
.6358
.2474
VangdSTCpBd VCSH 1.7 81.63 –0.07 .1009
FT NA Energy Infra EMLP 3.5 24.58 –0.33 .2086 iShMSCISouthAfrica EZA 4.9 46.29 –1.46 .4915 SPDRBbgConvertSecs CWB 2.2 87.26 –1.68 .0451 VangdMegaGrwth MGK .5 263.83 +5.61 .2721
CSX-LinksCrudeOil USOI 21.2 5.27 –0.32 .1435 VangdShtTmInfltn VTIP 3.4 52.37 –0.04 .8742
FT PfdSecs FPE 4.5 20.40 –0.06 .0647 iShMSCISthKorea EWY .8 78.43 –1.29 .6303 SPDRDoubleTRTact TOTL 2.9 47.73 +0.03 .1149 VangdMC VO 1.1 256.86 –2.08 .6192
CSX SilverETN SLVO 11.6 5.41 –0.15 .0523 VangdShortTermTrea VGSH .4 61.16 +0.01 .0148
FT TCWUnPlBd UCON 2.3 26.43 +0.01 .045 iShMSCISpain EWP 3.4 26.49 –1.36 .4289 SPDRGoldMini GLDM ... 18.37 –0.18 ... VangdMCGrowth VOT .3 261.44 –1.01 .1696
FT CapStrength FTCS 1.0 81.23 –0.19 .1559 VangdTotalBd BND 1.9 85.23 +0.05 .134
FT ValDivFd FVD 1.8 41.52 –0.30 .1577 iShMSCISweden EWD 3.0 47.73 –0.94 1.1243 SPDR Gold GLD ... 172.61 –1.84 ... VangdMC Val VOE 1.7 148.24 –2.02 .5739
FT CloudComp SKYY .2 115.65 –3.51 .0407 VangdTotIntlBd BNDX .9 57.22 +0.21 .039
FlexGlbUpstmNatRsc GUNR 3.2 38.21 –1.10 .5436 iShMSCISwitz EWL 1.9 50.64 –0.43 .9149 SPDRNuveenMuniBd TFI 1.8 51.58 –0.06 .0682 VangdRealEst VNQ 3.0 109.42 –0.25 .657
FT EnhShtMat FTSM .5 59.86 –0.01 .014 VangdTotIntlStk VXUS 2.5 65.01 –1.03 .3565
FlexiBx3YDurTIPS TDTT 4.0 26.52 –0.01 .0263 iShMSCITaiwan EWT 1.5 66.20 +0.92 .9727 SPDRNuveenSTMuniBd SHM .8 49.23 –0.02 .0236 VangdS&P500ETF VOO 1.2 431.05 +1.48 1.3084
FT GlTactCommod FTGC ... 24.91 –0.25 ... VicShESGCrPlBd UBND .7 24.94 –0.02 .0154
GlbXCopperMiners COPX 1.3 36.00 –1.76 .1613 iShMSCIUK EWU 2.7 33.00 –0.51 .5664 SPDRPtfAggBd SPAB 2.1 29.74 +0.03 .0497 VangdST Bond BSV 1.2 81.27 –0.03 .0731
FT LowDurOpp LMBS 2.1 50.27 +0.04 .0775 WisdTrChinaxSOE CXSE .8 54.81 –1.90 .14 GlbXLithium&Batt LIT .1 93.91 –1.89 .0357 iShNatlMuniBd MUB 1.8 116.25 +0.14 .1614 SPDRPtfDevxUS SPDW 2.2 37.26 –0.52 .51 VangdSC VB 1.1 232.09 –5.62 .5862
FT MgdMuni FMB 2.0 56.88 ... .09 WisdTrUSQltyDiv DGRW 1.8 63.42 –0.26 .065 GlbX MLP&Energy MLPX 5.8 36.13 –1.38 .5007 iShRussell1000Gwth IWF .5 309.06 +5.54 .4578 SPDRPtfEM SPEM 2.0 43.28 –0.93 .3546 VangdTaxExemptBd VTEB 1.7 54.86 +0.04 .0715
FT MC ValAlpha FNK 1.3 46.92 –1.09 .1997 GlbXS&P500Cv XYLD 9.1 50.50 –0.15 .3451 iShRussell1000 IWB 1.1 263.11 +0.14 .8366 SPDRPtfIntermCpBd SPIB 1.6 36.19 –0.03 .0444 VangdTotalStk VTI 1.2 241.48 –0.27 .7242
FT NasdCleanEdge QCLN .1 80.84 –0.63 .0069 NYSE GlbXSilverMiners SIL 2.3 40.06 –1.85 .1786 iShRussell1000Val IWD 1.6 163.88 –3.09 .8133 SPDR PtfIntTrea SPTI .5 32.05 +0.03 .0167 VangdTotlWrld VT 1.6 108.22 –0.72 .412
FT NasdCybersec CIBR .1 54.68 –1.43 .033 GlblXSuperDividend SDIV 8.0 12.65 –0.38 .09 iShRussell2000Gwth IWO .3 312.65 –9.78 .3001 SPDRPtfLTCorpBd SPLB 3.0 31.77 +0.04 .0784 VangdValue VTV 2.1 142.59 –2.73 .8055
FTRisingDivAch RDVY 1.1 51.14 –0.71 .1308 MicroFang3xLvg BULZ ... 34.61 +2.55 ... GlbX US Pfd PFFD 5.1 25.55 –0.10 .109 iShRussell2000 IWM .9 232.72 –6.78 .679 SPDRPtfLgTermTrea SPTL 1.7 42.22 +0.25 .0602 VirtusInfrUSPfd PFFA 7.6 24.99 –0.10 .16
FT SrLoanFd FTSL 3.2 47.88 –0.08 .125 GlbX Uranium URA .5 27.24 –2.90 .0248 iShRussell2000Val IWN 1.3 170.39 –4.54 .7738 SPDRPtfMtgBkdBd SPMB 2.7 25.49 +0.02 .053 WisdTrUSDBull USDU .7 26.23 +0.24 .1726
FT TCW Opp FIXD 1.7 53.34 +0.06 .055 NYSE ARCA GSActiveBetaIntlEq GSIE 2.3 35.43 –0.42 .2649 iShRussellMid-Cap IWR 1.0 83.71 –1.16 .2639 SPDRS&P500Value SPYV 2.0 40.66 –0.75 .1843 WisdTrEMxSOE XSOE 1.6 38.10 –0.75 .215
GlbXAuto&Elc DRIV .2 31.75 –0.13 .0567 GSActiveBetaUSLC GSLC 1.0 94.04 +0.23 .2488 iShRussellMCValue IWS 1.3 120.68 –1.71 .5062 SPDRPtfS&P1500 SPTM 1.3 57.80 +0.07 .1868 WisdTrFRTrea USFR .0 25.09 –0.01 .003
GlbXBlockchain BKCH ... 34.16 –4.35 ... ARKInnovationETF ARKK .0 113.24 –5.25 1.6277 GS PhysGold AAAU ... 18.37 –0.19 ... iShS&PMC400Growth IJK .5 86.88 –0.57 .1179 SPDRPtfS&P500 SPLG 1.2 55.16 +0.20 .1543 WisdTrIndiaEarn EPI .8 37.53 –1.28 .11
GlbXCannabis POTX 3.1 7.90 –1.89 .0966 ARK NextGen ARKW .0 149.93 –6.68 1.8945 GraniteGold BAR ... 18.34 –0.19 ... iShS&P500Growth IVW .5 83.95 +1.76 .1131 SPDRS&P500Growth SPYG .6 72.76 +1.53 .105 WisdTrJapanHdg DXJ 2.1 63.36 –0.48 .065
GlbXCloudComp CLOU ... 30.15 –1.23 ... AberdStdPhysGold SGOL ... 17.72 –0.18 ... HartfordMultiDvxUS RODM 3.2 30.46 –0.38 .5994 iShGlobalEnergyETF IXC 3.7 27.50 –1.28 .4273 SPDRS&P500HiDiv SPYD 5.0 40.56 –0.93 .3866 WisdTrUSEff NTSX .9 44.00 +0.16 .09
GlbX Cybersec BUG .0 33.87 –0.90 .0004 AberdStdPhySilv SIVR ... 23.70 –0.70 ... HealthCareSelSect XLV 1.4 132.97 –0.84 .4665 iShGlobalTechETF IXN .6 63.88 +1.27 .2046 SPDRPtfS&P400MC SPMD 1.4 50.26 –0.55 .2256 XtrkrsHarvCSI300 ASHR .8 38.68 –0.23 .3248
GlbXFinTech FINX ... 48.64 –2.37 ... AdvShPureCannab YOLO .2 15.51 –1.98 .0373 HorizonKinInfltn INFL .7 31.10 –0.69 .058 iShS&P500Value IVE 1.9 151.56 –2.80 .8524 SPDRPtfS&P600SC SPSM 1.1 45.56 –1.04 .1296 XtrkrsMSCIEAFE DBEF 2.8 39.57 –0.19 .6558
GlbXNasd100Cv QYLD 11.2 23.05 +0.14 .1966 AdvShPureUSCan MSOS ... 28.52 –3.56 ... IndSelSectorSPDR XLI 1.2 105.73 –1.17 .3231 iShrsSP GSCI Cmdty GSG ... 17.24 –0.40 ... SPDRPtfSTCpBd SPSB 1.1 31.05 –0.01 .0218 XtrkMSCIKokusai KOKU 1.6 86.73 –0.21 .4408
GlbX Robotics&AI BOTZ .2 38.32 –0.15 .0593 AlerianMLPETF AMLP 8.5 33.09 –1.98 .76 InvscChinaTech CQQQ .6 68.81 –4.06 .3859 iShS&PMC400Value IJJ 1.5 111.31 –1.66 .5617 SPDRShtTermTrea SPTS .2 30.50 ... .0055 XtrkUSAESGLdrs USSG 1.1 44.15 +0.05 .1076
GlbXSuperDivdREIT SRET 6.5 9.50 –0.18 .05 AmplifyLithium BATT .2 19.96 –0.29 .0336 InvscDBComm DBC ... 20.85 –0.48 ... iShS&PSC600Value IJS 1.0 106.88 –3.05 .5067 SPDR PtfTIPS SPIP 3.9 31.77 –0.03 .0356 XtrkS&P500ESG SNPE 1.1 42.20 +0.24 .1136
GlbXTelemed EDOC .0 17.40 –0.85 .0064 AmplifyTransData BLOK 1.1 58.47 –3.29 .658 InvscDBAgriFd DBA ... 20.07 +0.32 ... iShShortNatlMuniBd SUB .8 107.35 +0.02 .0458 SPDR S&P500MidGr MDYG .9 83.08 –0.47 .3606 XtrkrsUSDHYCorpBd HYLB 4.8 39.59 –0.17 .1472
Complete FOREIGN EXCHANGE LIST: Page M68 Foreign Markets Key Cross Rates $1=€.8865, ¥114.03, £.7437
Europe GLOBAL STOCK MARKETS Asia

Financial Contagion: After Austria’s Covid lock- In Local Currencies In U.S. Dollars1 Soft Sell: Disappointing results were reported by
down, worries arose that Germany will be next. Week's Week's Alibaba, Vipshop, and other Chinese e-tailers.
Index % Chg. 11/19 52-wk Range % Chg. 11/19 52-wk Range
-0.19% S&P Europe BMI The World 0 2453.4 2461.9– 1914.3 –0.1 3219.9 3237.6– 2540.0 -0.36% S&P Pan Asia BMI
E.A.F.E.2 –0.3 1369.4 1378.6– 1139.2 –0.8 2344.9 2404.8– 2025.3
Germany 0.66 Australia –1.0 1432.3 1494.6– 1274.2 –1.9 927.8 1005.8– 834.8 Taiwan 2.09
Austria –5.6 683.9 742.8– 434.7 –6.6 1462.4 1626.4– 973.7
Netherlands 0.45 Belgium –2.3 974.1 1027.7– 887.5 –3.4 1366.3 1543.7– 1313.2 Indonesia 1.14
Canada –0.9 2708.5 2732.1– 2130.9 –1.4 2316.2 2351.2– 1763.4
Sweden 0.42 Denmark –0.4 15898.8 15982.8– 11463.5 –1.4 18148.4 18519.0– 13769.1 Hong Kong 0.85
Finland –0.1 857.5 918.0– 746.1 –1.2 643.7 721.3– 589.0
Greece 0.17 France 0.2 2543.9 2561.3– 1962.5 –0.9 2433.5 2475.5– 1997.7 Thailand 0.85
Germany 0.5 1155.5 1160.9– 964.4 –0.6 2446.4 2580.5– 2132.2
France 0.13 Greece –0.1 45.6 47.1– 36.1 –1.2 19.1 21.2– 16.0 South Korea 0.48
Hong Kong 0.6 16632.8 19150.6– 16134.0 0.7 11858.6 13715.3– 11521.3
-0.26 Switzerland Ireland –1.7 287.7 310.7– 248.9 –2.8 248.3 280.7– 224.3 Japan 0.20
Italy –1.5 855.6 873.4– 689.0 –2.6 312.6 325.1– 264.5
-0.41 Finland Japan 0.6 1262.1 1294.8– 1050.6 0.7 3997.0 4257.8– 3626.0 -0.26 New Zealand
Netherlands 0.5 3065.5 3087.5– 2045.2 –0.6 5687.1 5880.4– 3960.0
-0.68 Denmark New Zealand –1.5 166.6 206.0– 162.9 –1.8 177.4 226.8– 177.4 -0.73 Malaysia
Norway –0.9 3484.9 3551.0– 2704.5 –3.0 2804.5 3036.0– 2145.7
-1.12 Norway Portugal3 –2.2 103.8 109.9– 91.7 –3.3 76.9 86.4– 71.7 -0.83 Australia
Singapore –1.1 1702.4 1738.7– 1487.4 –1.5 3858.3 3972.5– 3405.8
-1.46 Italy Spain –3.6 854.5 905.5– 760.9 –4.7 406.9 461.9– 386.2 -1.34 Philippines
Sweden 0.2 19587.2 19696.9– 14832.2 –1.8 11354.7 11695.4– 9120.4
-1.58 U.K. Switzerland –0.1 1678.0 1685.9– 1372.5 –0.7 7776.2 7839.6– 6500.6 -1.84 China
U.K. –1.7 2031.2 2077.5– 1760.5 –1.2 1139.2 1186.5– 979.4
-1.81 Belgium U.S.A. 0.2 4559.6 4568.7– 3456.1 0.2 4559.6 4568.7– 3456.1 -1.85 India
Base Jan. 1, 1970=1001Adjusted for foreign exchange fluctuations relative to the U.S. $.
2Europe, Australasia, Far East Index.3Base: Jan. 1, 1988=100.
-3.44 Spain -2.85 Singapore
Source: Morgan Stanley Capital International Perspective, Geneva.
Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
KEY FOREIGN STOCK MARKET INDEXES S&P Global Broad Market Indices
S&P Global S&P Global SP Global Point
Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date Indexes, Indexes, Indexes, Chg. % Chg.
Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg. Region/ Local Curr. Wkly U.S. $ Wkly U.S. $ on From From
Country 11/19/21 % Chg. 11/19/21 % Chg. 12/31/20 12/31/20 12/31/20
Amsterdam AEX 821.80 +0.18 +197.19+31.57 Mexico City IPC 50811 –1.21 +6744.42+15.30 Americas 508.86 — 0.29 413.23 95.63 23.14
Brazil 960.75 — 4.16 195.73 — 6.40 260.65 — 64.92 — 24.91
Athens General 915.02 +0.12 +106.03+13.11 Milan FTSE All Share 30268 –0.43 +6066.12+25.06 Canada 665.58 — 1.17 669.04 — 1.71 535.57 133.47 24.92
Chile 291.91 — 2.81 154.40 — 6.05 179.61 — 25.21 — 14.04
Bangkok SET 1645.06 +0.68 +195.71+13.50 Moscow RTS 1723.74 –3.39 +336.28+24.24 Mexico 843.77 — 1.41 327.12 — 3.05 299.89 27.23 9.08
U.S. 48528.59 — 0.15 48528.59 — 0.15 39219.62 9308.97 23.74

Bombay Sensex 59636 –1.73 +11884+24.89 Oslo Composite 1331.83 –0.90 +284.24+27.13 Latin America 213.26 — 5.52 258.38 — 45.12 — 17.46
Europe 480.70 — 1.29 427.18 53.52 12.53
Brussels Bel-20 4231.19 –2.30 +609.91+16.84 Paris CAC 7112.29 +0.29 +1560.88+28.12 Austria 356.54 — 3.79 334.93 — 4.85 283.22 51.70 18.26
Belgium 370.17 — 1.81 347.73 — 2.90 341.04 6.69 1.96
Santiago Selective 2848.12 –2.84 –9.49 –0.33 Denmark 3062.03 — 0.68 2920.60 — 1.77 2493.20 427.40 17.14
Buenos Aires Merval 85695 –9.76 +34468+67.29
Finland 1838.70 — 0.41 1727.25 — 1.51 1570.81 156.44 9.96
Sao Paulo Bovespa 103035 –3.10 –15982–13.43 France 518.06 0.13 486.66 — 0.99 420.20 66.45 15.81
Copenhagen OMX 20 1889.77 –0.39 +424.60+28.98
Germany 565.45 0.66 531.18 — 0.46 503.68 27.50 5.46
Seoul Composite 2971.02 +0.07 +97.55 +3.39 Greece 22.06 0.17 22.68 — 0.94 20.52 2.16 10.54
Dublin ISEQ 8303.71 –2.13 +927.38+12.57
Ireland 859.68 — 1.71 807.57 — 2.80 734.58 73.00 9.94
Shanghai Composite 3560.37 +0.60 +87.30 +2.51 Italy 271.72 — 1.46 255.25 — 2.55 223.18 32.07 14.37
EURO STOXX SXXE 483.45 –0.27 +85.89+21.60
Netherlands 1113.56 0.45 1046.06 — 0.66 792.39 253.67 32.01
Shenzhen B Share Idx 1164.51 +0.18 +77.79 +7.16 Norway 760.36 — 1.12 600.06 — 3.13 515.56 84.50 16.39
EURO STOXX 50 SXSE 4356.47 –0.32 +803.83+22.63
Portugal 68.61 — 2.59 70.55 — 3.67 72.32 — 1.78 — 2.46
Singapore FTSE STI 3232.34 +0.12 +388.54+13.66 Russia 2882.52 — 3.32 310.85 — 3.87 253.04 57.80 22.84
Frankfurt DAX 16159 +0.41 +2441.19+17.79 Spain 391.35 — 3.44 367.63 — 4.51 369.58 — 1.95 — 0.53
Stockholm OMXS 1032.63 +1.06 +264.26+34.39 Sweden 1915.58 0.42 1517.12 — 1.47 1292.17 224.95 17.41
Helsinki OMHX 12741 –0.58 +1869.45+17.19 Switzerland 739.37 — 0.26 1164.21 — 0.80 1038.06 126.15 12.15
STOXX Europe 50 SXSP 3772.78 +0.16 +664.48+21.38 United Kingdom 293.96 — 1.58 262.01 — 1.11 237.05 24.96 10.53
Hong Kong Hang Seng 25049 –1.10 –2181.16 –8.01 South Africa 986.33 — 0.25 306.57 — 2.89 294.27 12.30 4.18
STOXX Europe 600 SXXP 486.08 –0.14 +87.05+21.82 Pacific Region 284.44 — 0.44 279.81 4.62 1.65
Istanbul IMKB 1737.33 +6.03 +260.61+17.65 Australia 546.07 — 0.83 575.04 — 1.75 532.40 42.64 8.01
Sydney S&P/ASX 200 7396.50 –0.63 +809.40+12.29
China 526.27 — 1.84 645.98 — 1.88 755.42 — 109.43 — 14.49
Jakarta Composite 6720.26 +1.04 +741.19+12.40 Hong Kong 487.12 0.85 484.86 0.86 501.50 — 16.64 — 3.32
Taipel Weighted 17818 +1.71 +3085.78+20.95
India 1809.71 — 1.85 957.51 — 1.61 722.88 234.62 32.46
Johannesburg All Share 70376 +0.65 +10967+18.46 Japan 160.53 0.20 176.03 0.28 171.41 4.62 2.70
Tel Aviv 125 Index 1985.64 +0.50 +417.55+26.63
Malaysia 236.96 — 0.73 148.27 — 1.14 163.45 — 15.18 — 9.29
Kuala Lumpur Composite 1525.54 –0.37 –101.67 –6.25 New Zealand 407.73 — 0.26 556.89 — 0.58 620.97 — 64.08 — 10.32
Tokyo Nikkei-225 29745 +0.46 +2301.70 +8.39
Philippines 381.22 — 1.34 301.65 — 2.46 303.05 — 1.40 — 0.46
LISBON PSI 4155.36 –3.01 +355.66 +9.36 Singapore 235.62 — 2.85 282.99 — 3.19 236.37 46.61 19.72
Toronto S&P/TSX 21555 –0.98 +4121.67+23.64
South Korea 1135.90 0.48 1624.58 0.00 1762.81 — 138.24 — 7.84
London FTSE - 100 7223.57 –1.69 +763.05+11.81 Taiwan 178.08 2.09 209.26 2.29 170.46 38.80 22.76
Vienna ATX 3711.22 –4.37 +930.78+33.48
Thailand 362.08 0.85 532.18 0.98 514.57 17.61 3.42
Euro Zone 178.39 — 1.39 158.66 19.73 12.44
Madrid IBEX 35 8753.20 –3.61 +679.50 +8.42 Wellington S&P/NZX 50 12740 –1.30 –351.52 –2.69
Europe Developed (ex U.K.) 649.82 — 1.35 574.46 75.37 13.12
Europe (Nordic) 1495.42 — 1.73 1288.10 207.32 16.09
Manila Composite 7280.57 –1.39 +140.86 +1.97 Zurich Swiss 12545 +0.23 +1841.50+17.20
Pacific (ex. Japan) 394.22 — 0.81 390.05 4.16 1.07
World (ex US) 252.18 — 1.06 234.84 17.33 7.38
Indexes are based on local currencies. Because of various holidays and other market closings, the most recent close is not necessarily S&P Global Broad Market Indices 372.32 — 0.52 319.69 52.63 16.46
that of the week of publication. GLOBAL DOW 4061.21 — 1.77 3488.15 573.06 16.43
s2021 S&P Dow Jones Indices. All Rights Reserved.
Mutual Funds Data provided by
Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. CASH TRACK NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
EmgMktsDebt 10.34 -0.08 -0.4 22.2 ResrchGrZ n 24.39 0.17 23.0 124.8 GlbRltyI 65.76 0.23 23.4 45.1
A GlBond 10.53 0.00 -0.3 16.3
In and Out: A recent cash efflux narrowed the past month’s average weekly inflow in eq-
SelMgrSmCpGroY 38.20 -0.68 17.6 86.8 InstlRlty 57.17 0.21 33.7 62.9
InfAdjBd 13.37 -0.02 7.2 29.2 SelMgrSmCpVaY 31.35 -0.72 24.6 63.1 IntlRltyI r 12.69 -0.03 8.7 31.9
AAM: NonUSIntrVal 10.37 -0.32 11.7 NS SmCpStk r Inv nr 37.71 -0.85 28.0 55.5 PrefSecIncmA 14.22 -0.04 2.7 26.7
B&GIncGroClI 24.74 -0.06 20.7 52.9 NT IntlGr 15.93 -0.16 12.6 76.7
uity funds to $7.2 billion. Taxable-bond inflows eased to $8.7 billion, while muni-bond PrefSecIncmC 14.13 -0.04 2.1 24.3
SmMidCpGrI 39.63 -1.50 1.8 128.6
AB Funds: NT MdCapVal 15.20 -0.30 20.1 45.2 fund flows edged up to $1.3 billion. Money-market fund receipts rose to $14.9 billion. StratValA r 48.95 -0.92 28.7 53.3 PrefSecIncnI 14.26 -0.04 3.0 27.8
AlBeGblBndFdClZ p 8.51 0.00 -0.5 13.8 NTDiscGro 18.93 0.36 27.8 114.7 U.S.EqY 30.09 -0.17 22.3 73.8 RltyIncA p 20.17 0.03 33.0 60.7
AllMktRlRtnPtZ 10.69 -0.13 26.4 36.2 NTDvBnd 11.23 0.00 -0.4 19.6 Equity Funds Municipal Bond Funds WWGrA 79.30 0.23 23.1 94.4 RltyIncI 21.46 0.03 33.4 62.0
AllMktRtrn1 10.59 -0.14 26.1 35.1 NTEmgMkt 14.69 -0.31 -1.9 52.7 11600 2720 BNY Mellon Funds Tru: RltyShs n 80.69 0.30 33.9 62.3
CapFdInc.LCapGow 101.14 1.19 28.9 124.2 NTEqGrp 14.17 0.04 27.3 79.0 BondFd 12.93 0.00 -1.4 17.6 Colorado BondShares:
DiscovValFd 27.29 -0.54 35.2 49.3 NTGrwth 26.73 0.38 30.5 134.4 EmgMkts 13.44 -0.10 4.2 41.2 ColoradoBdShs 9.40 0.00 4.4 17.3
IntDurInstl 15.50 0.03 -0.9 18.1 7600 2190
NTHeritage 18.41 -0.08 18.5 120.4 IncomeStk 10.63 -0.21 26.7 44.7 Columbia Class A:
IntlStraEquPtZ 14.16 -0.17 11.0 33.0 NTHighInc 9.97 -0.05 6.6 27.2 IntlFd 15.30 -0.22 8.4 33.6 AcornA t 14.11 -0.16 17.2 77.1
MuniIncmShares 12.84 -0.02 6.8 28.3 NTIntlVal 10.50 -0.21 8.1 30.2 3600 1660 IntmBdFd 12.76 -0.02 -1.0 11.4 AMTTEBd 16.97 -0.02 2.1 18.5
MuniInflStr1 11.07 -0.02 6.9 18.6 NTFocLgCapVal 13.23 -0.27 14.5 39.4 MCMultiStrM 25.13 -0.39 20.2 79.3 BalancedA t 55.22 -0.09 13.9 57.5
SmCapGrwPortZCl 98.72 -1.51 17.0 129.9 SDIPB 11.43 -0.01 7.0 18.9 NtlIntmMuni 14.08 -0.01 0.8 14.9 BldrAggrsv 14.86 -0.10 16.1 55.3
AB Funds - A: Sustain Equity 49.63 0.20 28.6 NS -400 1130 BldrMod p 12.11 -0.06 9.4 39.8
NtlShTMuni 12.87 0.00 0.2 5.6
BalWlthStrA p 18.23 -0.07 12.9 37.0 American Century I: Boston Trust Walden: ConSec A 29.54 -0.44 6.7 95.6
GlobalBondA p 8.52 0.01 -0.7 12.9 CaHYMu 11.20 -0.02 3.7 20.6 -4400 600 ContCoreA p 37.14 -0.10 22.8 83.5
BostonBalanced 67.03 0.19 19.1 52.8
GrowthA p 125.07 0.82 21.7 108.4 DiscCoreVal 44.96 -0.81 21.6 57.9 DisplCoreA p 16.63 0.01 28.6 72.2
Sep Oct Nov Sep Oct Nov Braddock Multi Strat:
HighIncomeA p 7.96 -0.03 4.5 19.3 DivBnd 11.10 0.00 -0.6 18.6 DivIncA t 31.15 -0.26 22.0 56.2
Income Fund 7.34 0.02 5.5 -19.6
LgCpGrA p 90.72 1.06 28.5 122.0 EmgMkt 14.69 -0.33 -2.6 47.5 DivOpptyA 40.62 -0.72 20.6 39.5
Money Market Funds Taxable Bond Funds BrandesInstIE I :
MuCA A p 11.51 -0.02 1.9 15.6 EqInc 10.12 -0.13 13.8 34.3 EqValA 13.79 -0.25 17.3 41.0
BrandesInstIE I 18.26 NA NA NA
NtlMuA p 10.75 -0.01 2.2 16.2 FocusDynamGrowth 63.31 -0.02 16.7 163.9 17300 10600 Bridge Builder Trust: FocEqA t 25.55 -0.12 22.6 121.4
RelatValA p 7.08 -0.18 23.8 44.3 Growth 61.76 0.86 29.7 129.7 GlobEq 21.96 0.29 26.1 110.0
CoreBond 10.47 0.01 -1.2 19.6
SmCpGroA p 86.73 -1.32 16.6 127.6 IntTF 11.84 -0.01 1.8 16.0 GlobTech 79.02 0.34 34.1 191.8
CorePlusBond 10.36 0.00 -0.5 21.2
SmMdCpGrA p 16.20 -0.20 15.7 118.1 MdCapVal 20.11 -0.41 19.4 42.0 5200 8900 HiYldBd 12.03 -0.06 3.4 24.5
Intl Eq 14.93 -0.19 11.8 49.6
SustGlblThemGrA p 197.37 0.08 23.9 116.1 OneChoice2030 14.74 -0.07 10.2 43.2 IncmBldr t 13.28 -0.05 5.7 30.1
LargeCapGrowth 25.75 0.04 25.2 115.1
AB Funds - ADV: OneChoice2035 18.74 -0.10 11.1 47.1 LgCpGrowA t 67.77 0.94 31.1 125.9
LargeCapValue 17.85 -0.36 22.8 58.7
ConGroAdv 65.53 0.75 29.0 105.4 SDIPB 11.41 -0.01 6.7 17.3 LgCpIdx pn 68.44 0.24 26.2 81.7
GlbBd 8.51 0.01 -0.6 13.6 -6900 7200 MunicipalBond 10.74 -0.01 1.6 15.4
SmCapVal 11.90 -0.28 36.9 78.2 S/MCapGrowth 20.68 -0.29 21.3 98.7 LgCpVl A 17.41 -0.36 19.3 49.1
HiIncmAdv 7.97 -0.04 4.7 20.2 Ultra 100.02 1.11 26.0 143.0 LiGoBalA p 13.50 -0.08 12.6 47.6
IntlSmCapPtADV 13.67 -0.19 14.0 39.6 S/MCapValue 16.24 -0.34 26.9 54.6
Value 9.85 -0.24 21.5 41.6 Brown Advisory Funds: MdCpIndxA pn 19.53 -0.22 25.3 61.3
IntlStraEquPtADV 14.14 -0.18 11.0 33.0 American Century Ins: -19000 5500 MidCapGthA t 33.80 0.07 25.3 115.3
IntlStrgCore 13.90 -0.11 9.6 30.9 EmrgMktFdInstlSh 12.12 -0.18 3.4 41.4
CAIntTf 12.17 -0.02 1.1 13.7 Sep Oct Nov Sep Oct Nov GrowEqInv n 40.44 0.19 23.7 122.7 SelgComuInfoA 140.23 0.46 34.4 187.0
LgCpGrAdv 101.35 1.19 28.8 123.7 American Century Inv: SelMidCpValA 14.58 -0.11 27.9 64.0
MuniBdInfl 11.14 -0.02 7.0 19.1 GrwthEquityInst 41.14 0.20 23.9 123.8
Balanced n 23.29 0.07 15.6 51.5 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI SmallCapFndInst 31.28 -0.54 30.4 37.9 SmCapGthA t 31.36 -1.31 5.0 139.3
NationalPtf 10.75 -0.01 2.4 17.1 CaHYMu n 11.21 -0.01 3.6 20.0 SmCpIdxA pn 31.50 -0.70 27.9 55.3
SelectUSLgShrt 16.14 -0.03 16.6 45.8 SmCapGrInv n 31.39 -0.97 8.7 79.5
CAIntTF n 12.17 -0.01 1.0 13.0 BrownSmCoInv n: StratIncA 24.91 -0.07 1.6 20.1
SmCapCorePortADV 16.40 -0.33 24.8 56.5 DiscCoreVal n 44.87 -0.81 21.4 57.0 TaxEA 13.62 -0.01 2.5 16.1
SmMdCpGr 17.93 -0.23 15.9 119.6
Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. BrownSmCoInv n 132.89 -3.03 -0.3 79.8
DivBnd n 11.10 0.00 -0.7 18.1 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. Buffalo Funds: TechA p 73.12 0.81 25.0 158.7
SmMidCpValAdv 28.33 -0.55 35.2 49.1 EmgMkt nr 14.32 -0.32 -2.8 46.5 ThermoA 19.19 0.00 6.2 58.0
SustGlbThemAdv 212.27 0.10 24.2 117.7 2050TarRetA p 21.90 -0.15 17.0 66.8 HI TF A 11.42 -0.01 -0.2 9.6 RealEstateInst 42.09 -0.26 19.7 132.4 AdvIntl Inst 19.19 -0.20 12.2 39.4 DiscFd n 33.55 -0.64 11.8 89.4
EqGro n 40.07 0.11 26.6 75.4 TotReBdA t 37.41 -0.02 -0.1 23.9
SmCap n 23.34 -0.92 12.0 143.0
SutblIntlThemat 25.68 -0.26 10.6 77.2 EqInc n 10.10 -0.13 13.5 33.4 AmcpA p 47.32 -0.29 25.4 83.6 ArbitrageI : SmallCapInst 46.21 -0.68 18.6 110.1 AdvLgCapCore 25.58 0.08 27.4 84.0 Columbia Class Adv:
TxMgdWlthAppAdv 22.15 -0.13 20.2 60.0 AMutlA p 53.04 -0.31 20.4 45.0 ArbitrageI 13.26 -0.07 0.3 11.5 BBH Funds: AdvSmCapInst 26.73 -0.81 10.0 81.5
WlthApprStr 22.56 -0.14 20.5 61.0
FocusDynamGrowth n 62.53
GinnieMae n 10.39
-0.03
0.01
16.5
-1.4
162.3
10.7 BalA p 33.92 -0.13 14.0 45.9 Ariel Investments: BdMktN n 10.31 -0.01 1.1 8.5 BalCapFd 29.95 0.06 15.7 56.7 C ContCore p
DivIncom
38.35
31.75
-0.10 23.1 84.8
-0.26 22.3 57.4
AB Funds - C: Grwth n 60.24 0.84 29.5 128.4 BondA p 13.47 0.01 -0.9 20.5 ApprecInv pn 47.27 -8.12 24.1 49.2 BerkshireFocus n: BasicVal 20.12 -0.47 20.4 41.4 Columbia Class C:
LgCpGrC t 61.30 0.71 27.7 117.0 CapIBA p 68.88 -0.69 11.3 31.2 Ariel Inv pn 84.29 -6.86 31.5 60.6 BerkshireFocus n 50.59 0.96 15.6 221.6 CAInsMun 13.06 0.00 4.1 13.0 Calamos Funds:
Heritage n 30.40 -0.14 17.6 115.5 Balanced 54.96 -0.09 13.2 54.1
AB Funds - I: CapWA p 20.08 -0.08 -5.2 14.4 Aristotle Value: Bernstein Fds: CapAppr 47.17 0.54 25.7 127.4 ConvI 24.04 -0.24 8.4 90.1
InfAdjBd n 13.36 -0.02 6.8 27.4 DivInc t 30.09 -0.25 21.1 52.7
GlbBd 8.51 0.01 -0.6 13.7 CapWGrA 66.91 -0.55 14.0 58.6 Equity Fund n 20.97 -0.02 24.6 76.1 Ca Mu n 14.57 -0.03 0.7 10.9 EmgMkts 31.59 -0.44 2.8 59.3 EWGrI 22.45 -0.45 -1.4 80.6
Intl Gr n 17.11 -0.18 11.8 70.5 Columbia Class I:
LgCpGroI 100.64 1.18 28.8 123.5 EupacA p 70.20 -1.11 5.5 60.8 Artisan Funds: DivrMuni n 14.79 -0.02 1.2 12.7 EqtyDivd 22.72 -0.64 18.1 44.7 Gr&IncA p 49.04 0.00 20.5 75.8
IntlOppt n 14.53 -0.33 7.7 70.0 Acorn I 18.70 -0.21 17.5 78.4
SmCpGroI 97.97 -1.50 16.9 129.3 FdInvA p 80.74 -0.68 20.8 68.1 GblOppInst 43.29 -0.01 18.0 116.5 EmMkts n 34.22 -0.49 5.2 47.1 FloRateIncPorIns 9.95 -0.01 3.9 12.3 Gr&IncI 46.84 0.00 20.8 77.1
IntTF n 11.84 -0.01 1.7 15.3 AcornIntl I 38.07 -0.36 14.0 62.3
Aberdeen Fds: GBalA p 40.01 -0.38 8.3 38.0 GblOppInv n 42.41 -0.01 17.7 114.9 IntmDur n 13.48 0.02 -1.1 17.1 LgCpFocusGwth 8.37 0.09 23.0 131.2 GrowthA p 47.53 0.52 27.7 110.9
FocLgCapVal n 12.35 -0.26 13.4 35.7 AltBeta I 29.00 -0.23 -2.5 -8.0
EmMktEqty Inst 20.05 -0.37 -1.3 53.2 MdCapVal n 20.09 -0.40 19.2 41.1 GovtA p 14.17 0.02 -0.7 16.5 Intl Inv n 37.76 -0.82 9.1 44.5 NY Mun n 14.26 -0.01 1.4 11.4 GlblAlloc 22.10 -0.19 7.5 48.2 MktNeutA p 14.67 0.00 4.4 15.6 Balanced I 55.11 -0.09 14.2 58.7
UltStMuniIncInst 10.03 -0.01 0.0 2.5 OneChAgg n 19.63 -0.16 14.5 60.2 GwthA p 83.49 -0.06 23.6 108.6 IntlInst 38.02 -0.82 9.3 45.4 BlackRock Funds: GlobLg/ShrtCrIns 10.26 -0.02 3.3 13.9 MktNeutI 14.50 0.01 4.8 16.4 ConSec I 29.60 -0.45 7.0 97.1
USSmCapEq Inst 56.58 -0.33 36.2 94.4 OneChCon n 15.93 -0.08 9.0 39.3 HI TrA p 10.50 -0.05 7.5 25.3 IntlS-MCpInv n 21.67 -0.38 6.7 81.5 CoreBd Inst 9.85 0.00 -1.6 18.8 HlthScOp 81.52 -1.13 8.0 56.4 Calvert Investments: ContCore I 37.55 -0.10 23.1 84.8
Acadian Emerging Markets: OneChMod n 18.55 -0.12 12.2 51.0 HiInMuniA 16.98 -0.01 5.0 21.0 IntlVal Inst 41.49 -5.26 14.5 47.8 CoreBd K 9.88 0.00 -1.3 19.4 HYMuni 10.67 0.00 8.5 26.5 Bal A 44.50 0.13 13.5 56.1 DivIncom I 31.19 -0.25 22.3 57.4
AcadnEm Inv n 23.74 -0.24 5.1 33.1 OneChoice2025 n 16.46 -0.06 9.2 38.7 ICAA p 53.69 -0.25 23.0 65.7 IntlVal Inv n 41.40 -5.13 14.3 46.7 CreStraInc Inst 10.28 -0.01 0.0 18.3 Interntnl 23.59 -0.66 14.1 70.6 Eq A p 84.06 0.37 26.0 103.9 DivOppty t 40.87 -0.71 20.9 40.7
Advisers Inv Trst: OneChoice2035 n 18.69 -0.10 10.9 46.2 IncoA p 26.23 -0.23 13.5 36.4 MidCapInst 65.33 -0.92 17.6 148.8 HiYBlk 7.84 -0.03 4.9 25.5 iShMSCIIntldx 16.28 -0.23 11.1 39.6 LCCoreReIdxA t 41.86 0.14 24.8 95.3 EmgMkt r 18.49 -0.37 -1.5 69.7
Balanced n 94.73 0.01 14.5 52.4 OneChoice2045 n 20.37 -0.13 12.7 54.2 IntBdA p 13.78 0.00 -0.7 12.7 MidCapInv n 56.25 -0.79 17.3 147.1 HiYInvA 7.83 -0.04 4.5 23.8 MdCpGrEq 50.82 -0.58 19.6 129.9 Carillon Eagle: FlexCap 15.90 -0.21 14.7 48.4
Growth n 121.69 0.21 21.5 68.5 OneChoiceRet n 14.60 -0.05 8.6 35.9 IntlGrIncA p 41.12 -0.49 9.3 44.6 MidCapVal Inv n 24.12 -0.73 23.6 44.8 HiYldBd Inst 7.83 -0.04 4.8 25.0 MultiAstIncome 11.49 -0.05 6.7 26.5 MdCpGrA p 104.09 -1.47 15.5 105.2 FocEq I p 28.75 -0.14 22.8 123.0
Muni n 8.89 0.00 0.4 14.4 Select n 127.66 1.92 26.4 119.3 LtdTEBdA 16.06 -0.01 -0.2 9.9 SmCpInv n 50.58 -1.77 -1.6 108.9 InflProtBdInst 12.13 -0.02 6.1 28.9 NatlMuni 11.40 0.00 1.9 15.7 Carillon Reams: GlbTechGw I 76.57 0.85 25.3 160.7
AIG Funds: SmCapGrowth n 27.38 -0.70 11.4 116.0 N PerA p 72.50 0.28 19.9 101.1 Ashmore Funds: LDurBlk 9.65 0.00 0.0 8.8 NYMUNIOPP 11.51 -0.01 4.8 13.1 CorePlBd I 34.58 0.04 -2.3 26.5 IntmMunBd I 10.49 -0.01 1.3 14.0
FDivStII t 17.71 -0.21 14.9 17.2 SmCpVal n 11.77 -0.27 36.8 77.3 NEcoA p 68.57 -0.78 15.2 88.9 EmgMktTRInst 6.64 NA NA NA LowDurBdA 9.65 -0.01 -0.4 7.8 ScTechOppInst 73.16 0.07 16.4 212.0 UnconstrndBd I 12.80 -0.01 -0.8 19.1 LgCapGr 14.65 -0.10 17.4 131.8
Akre Funds: Sustain Equity n 49.12 0.19 27.7 91.7 NwWrldA 94.47 -1.32 7.4 68.1 Ave Maria Funds: LowDurI Inst 9.65 -0.01 -0.1 8.6 StratIncOpptyIns 10.28 -0.02 1.2 16.6 Carillon Scout: LgCpGrow I 71.80 1.00 31.4 127.7
AkreFocusInst 68.29 -0.47 24.1 95.0 Ultra n 95.56 1.05 25.8 141.5 SmCpA p 91.62 -1.58 15.2 97.1 Growth pn 49.76 -0.43 16.5 78.0 BlackRock Funds A: StratMuniOppI 11.92 0.00 5.0 13.2 MidCap I r 27.73 -0.63 17.4 69.7 LgCpIdx I 69.05 0.25 26.5 83.0
AkreFocusRtl 66.25 -0.46 23.8 93.5 Value n 9.83 -0.24 21.4 40.9 STBFA p 9.99 0.00 -0.7 6.5 RisingDivd n 23.64 -0.12 23.0 55.3 AdvLCGrwA 24.48 0.38 27.7 116.6 TacOpp Inst 13.90 0.01 -0.8 6.0 CausewayInst : MdCpIdx I 19.45 -0.21 25.5 62.4
Alger Funds A: VeryCon tn 13.60 -0.04 6.4 28.8 STTxExBdA 10.26 -0.01 -0.3 6.5 AdvLgCapCore p 24.44 0.07 27.1 82.6 TotRet 11.92 0.00 -0.8 20.5 CausewayInst 17.49 -0.46 7.7 27.5 MidCapGth I 37.72 0.07 25.5 116.8
CapApr
SpectraN
40.92 0.37
35.98 0.00
24.2 126.7
22.0 124.3
American Century R5:
InfProBd 11.41 -0.01 6.8 17.7
TECAA p
TxExA p
18.33
13.60
-0.01
-0.01
1.7
1.6
15.7
15.9
B BalCapFd
BasicVal
29.79
19.69
0.06
-0.46
15.5
20.1
55.5
40.1
WorldInc
BMO Funds:
6.21 -0.01 -1.2 18.2 Chartwell:
Income n 14.14 -0.06 6.8 21.2
SelComunInfo t 158.25
SelLCVal p 33.01
0.53
-0.83
34.7
23.3
189.1
51.6
Alger Funds I: American Century R6: WshA p 59.51 -0.54 23.6 57.6 Baird Funds: CAInsMuni 13.05 0.00 3.9 12.2 CorePlBdI 12.18 0.00 -0.5 19.5 CIBC Atlas: SelMdCpVal I p p 14.63 -0.11 28.1 65.1
CapAppr I-2 125.80 1.03 25.9 130.5 AmCentUltraFdR6 100.57 1.12 26.2 144.0 AMG Funds: AggBdInst 11.41 0.01 -1.6 19.1 CapAppr 42.09 0.47 25.4 125.7 IntrTaxFree I 11.57 -0.01 2.0 14.5 DispEq Inst 32.95 0.08 24.8 82.1 SmCapGth I 34.17 -1.42 5.2 141.2
Alger Funds Inst: EmgMkt 14.70 -0.33 -2.5 48.1 RRSmCapValI 16.34 -0.47 19.7 47.2 CorBdInst 11.78 0.00 -1.1 20.1 EqtyDivd p 22.62 -0.65 17.8 43.5 UltrShtTxFrI 10.09 0.00 0.4 3.7 ClearBridge: SmCpIdx I 31.81 -0.71 28.1 56.5
CapApprI 52.00 0.48 24.5 126.6 EqInc 10.13 -0.13 13.9 34.8 AMG Managers Funds: IntBdInst 11.38 0.00 -1.4 14.8 GlblAlloc p 21.90 -0.19 7.3 47.0 BNY Mellon: AggressGrowthA 193.98 -6.33 10.5 51.1 StratInc I 24.45 -0.07 1.8 21.1
Allianz Fds Admin: Growth 61.84 0.86 29.9 130.7 Brandywine I n 45.85 -0.29 17.2 91.1 QualIntMunBdInst 11.85 -0.01 0.0 12.0 HlthScOp p 76.95 -1.07 7.8 55.2 SCMultiStrM 27.20 -0.84 15.2 72.3 AggressGrowthI 226.83 -7.38 10.8 52.5 TaxEZ 13.62 -0.01 2.7 16.8
RCMTechI 115.81 1.04 22.2 171.0 InfAdjBd PACH R6 13.35 -0.02 7.0 28.4 GWKMBd I 12.38 -0.01 0.0 15.2 ShtTBdInst 9.80 0.00 -0.3 9.5 LgCp Focus Gr 7.57 0.09 22.7 129.7 BNY Mellon Funds: AllCapValueA 15.49 -0.40 22.8 33.3 Thermostat I 18.91 0.00 6.4 59.2
Allianz Funds A: MdCapVal 20.11 -0.41 19.6 42.6 GWKSmCpCr I 38.68 -0.54 26.4 75.3 BalanA p: MdCpGrA 43.44 -0.50 19.3 128.1 Aprec pn 49.37 0.23 26.0 97.9 AppreciationA 35.12 -0.10 21.6 68.7 TotReBd I 37.44 -0.01 0.1 25.0
RCMGrowthA 87.94 0.96 25.1 138.2 OCP2025 12.30 -0.04 9.5 40.2 TSIntlSC I 19.08 -0.25 3.2 42.7 BalanA p 26.62 -0.08 13.9 59.5 MultiAstIncome 11.48 -0.05 6.4 25.6 CA AMTMuBdZ nr 15.12 -0.01 1.5 14.9 AppreciationI 34.93 -0.10 22.0 70.1 USTrsIdx I 11.58 0.02 -2.5 14.6
RCMTech t 93.14 0.83 21.9 168.3 OCP2030 13.37 -0.06 10.3 43.9 TSSmCapGrFd Z 24.32 -0.28 17.8 103.4 Baron Funds: NatlMuni p 11.41 0.00 1.6 14.9 Dr500In tn 66.68 0.24 26.1 81.4 AppreciationIS 35.08 -0.09 22.1 70.7 Columbia Class I2:
AllianzGI: OCP2035 12.95 -0.07 11.2 47.8 TSSmCpGrFd N n 23.11 -0.27 17.5 102.2 Asset n 127.72 -0.60 14.9 97.3 NYMUNIOPP 11.52 0.00 4.5 12.4 Dreyf n 18.20 0.15 26.7 92.1 DividendStrat1 n 32.72 -0.28 22.5 61.6 ContCore I2 38.33 -0.11 23.1 85.3
MidCpValA 37.22 -0.17 21.3 42.9 OCPINRET 11.67 -0.04 8.9 37.3 YachtmanFocFd I 21.73 -0.41 14.2 53.5 GlobalAdv n 58.47 -2.66 13.9 195.8 ScTechOppA 66.93 0.06 16.1 209.7 DreyMid r Inv nr 41.56 -0.45 25.3 61.2 DividendStratA 32.68 -0.29 22.1 60.2 DivIncom 31.72 -0.25 22.3 57.7
Amana Income: SmCpVal 11.91 -0.27 37.2 79.2 YacktFocFd N n 21.77 -0.41 14.0 52.6 Growth n 125.30 -0.57 19.9 106.1 StratMuniOpp 11.92 0.00 4.9 12.5 FloRtIncY 11.44 0.00 4.5 11.3 DividendStratI 33.70 -0.30 22.4 61.6 MidCapIndx 19.98 -0.21 25.6 62.5
AmanaIncm n 66.32 0.20 18.0 59.6 American Century Y: YacktmanFd I 24.89 -0.54 17.1 51.9 Opportunity n 48.54 -0.99 21.3 213.7 StrtIncOpptyInvA 10.28 -0.02 0.9 15.6 GblRealRtY 17.87 -0.08 7.7 33.7 LargeCapGrowthA 74.89 0.73 24.5 104.9 SmCapIndx 32.65 -0.73 28.1 56.5
AmanaGrowth n: HighIncome 9.74 -0.05 5.7 25.7 Angel Oak Funds Trst: Partners n 214.56 8.17 36.8 353.1 TotRet 11.92 0.00 -1.0 19.4 GlbStkI 30.37 0.05 16.7 73.2 LargeCapGrowthI 84.68 0.83 24.8 106.7 Columbia Class I3:
AmanaGrowth n 73.89 2.18 31.5 123.0 IntTF 11.83 -0.01 1.9 16.0 AglOkMtiStFdClIn 10.36 NA NA NA SmallCap n 43.57 -0.65 18.3 108.6 BlackRock Funds Blrk: GlFxIncI 22.58 0.00 -1.2 16.7 LargeCapValueA 40.43 -0.72 22.6 51.2 Balanced I3 55.72 -0.09 14.3 59.2
Amer Beacon Insti: American Funds Cl A: AQR Funds: Baron Instl Shares: CapAppr 47.63 0.54 25.8 128.1 HYldI 6.10 -0.03 3.6 21.4 LargeCapValueI 40.34 -0.73 22.8 52.5 Bond I3 35.27 0.03 -0.6 21.0
IntlInst 20.05 -0.49 9.3 24.0 2010TarRetA p 12.64 -0.05 7.6 30.8 DivArbI 12.34 -0.02 7.7 45.1 AssetInst 133.99 -0.62 15.2 98.8 BlackRock Funds C: InstS&PStkIdx I 84.65 0.30 26.5 83.2 MidCapA 47.45 -0.29 28.0 81.7 ContCore I3 p 38.37 -0.10 23.2 85.6
LgCapinst 30.82 -0.74 25.4 51.5 2015TarRetA p 13.55 -0.06 8.5 33.8 LgCapDefStyle I 32.00 -0.01 20.4 66.1 DiscoveryInst 38.47 -1.12 10.6 116.1 GlblAlloc t 19.38 -0.06 7.1 44.5 Interm n 13.82 -0.01 0.5 14.0 SmallCapGrowthA 53.35 -1.40 15.5 97.3 DivIncom 31.77 -0.25 22.4 57.9
SmCpInst 32.23 -0.84 28.5 45.5 2020TarRetA p 14.98 -0.07 8.9 36.3 LgCapDefStyle R 31.98 -0.01 20.5 66.5 EmergingMktsInst 18.53 -0.31 -2.8 46.5 HlthScOp 65.57 -0.92 7.1 51.8 IntlStkI 27.32 0.13 11.7 66.7 SmallCapGrowthI 58.64 -1.53 15.8 98.9 SelLgCpGr t 16.43 -0.11 17.5 132.7
Amer Beacon Inv: 2025TarRetA p 16.95 -0.08 10.1 43.2 LgCapMomStyle I 30.10 0.04 28.1 99.6 FifthAvenueInst 62.87 -1.47 22.2 142.3 MultiAstIncome 11.46 -0.05 5.7 22.7 IntlStkY 26.99 0.12 11.7 66.8 SmallCapGrowthIS 59.70 -1.56 15.9 99.7 SmCpVal II p 22.83 -0.51 38.3 62.4
LgCapInv 27.73 -0.67 25.0 50.0 2030TarRetA p 18.82 -0.10 12.0 49.4 LgCpMultiStyle R 22.61 -0.02 25.9 67.2 GlobalAdvInst 59.64 -2.71 14.1 197.9 BlackRock Funds III: MunBd nr 12.07 -0.01 1.6 16.5 Clipper: STBond 10.04 0.00 0.9 10.5
American Century A: 2035TarRetA p 20.47 -0.12 14.7 59.3 MgdFutStrI 7.77 -0.13 -1.0 0.0 GrowthInst 130.76 -0.60 20.1 107.7 iShS&P500IdxK 556.70 2.01 26.6 84.1 NewtonIntlEqY 26.31 -0.27 10.4 43.3 ClipperFd n 151.84 -3.80 19.5 56.4 Columbia Funds:
EqIncA p 10.10 -0.13 13.3 32.4 2040TarRetA p 21.57 -0.15 16.2 64.0 TMEmgMultStyle R 12.29 -0.19 1.3 32.9 OpptortunityInst 51.19 -1.04 21.5 216.2 iShUSAggBdIdxK 10.53 0.00 -1.8 17.2 NY Tax nr 15.10 -0.01 1.5 14.8 Cohen & Steers: UltShortBd Inst3 9.03 -0.01 0.2 5.3
American Century G: 2045TarRetA p 22.17 -0.14 16.7 65.7 Aquila Funds: PartnersInst 221.73 8.44 37.1 356.6 BlackRock Funds Inst: ResrchGrA 23.68 0.17 22.7 123.6 GblInfrI 23.33 -0.10 11.9 32.0 Commerce Funds:
About our Funds reported closing price for the week. Footnotes: NA: not available. NE: performance excluded by Lipper editor. NN:
fund not tracked. NS: fund not in existence for whole period. e: ex capital gains distributions. f: previous day’s
The listings include the top 2500 open-end funds by assets. These funds value their portfolios daily and report net quote. n: no front- or back-end sales charge. p: fund assets are used to pay marketing and distribution costs (12b-1
asset va lues (the dollar amount of their holdings divided by the number of shares outstanding) to the National fees). r: fund levies redemption fee or back-end load. s: stock dividend or split of 25% or more. t: fund charges
Association of Securities Dealers. Total returns reflect both price changes and dividends; these figures assume that 12b-1 fees (for marketing and distribution) and a back-end load. v: capital-gains distribution may be a return of
all distributions are reinvested in the fund. Because Lipper is constantly updating its database, these returns may capital. x: ex cash dividend. All data supplied by Lipper.
differ from those previously published or calculated by others. 3 year returns are cumulative. The NAV is the last
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.
Bond n 20.63 0.01 -0.4 17.8 USSustCoreI 37.43 -0.09 26.3 87.7 ShtlncIS 8.63 -0.01 0.1 8.8 FAEmgMktI 36.50 -0.38 0.2 66.5 Idx2035 Premier 23.60 -0.11 13.9 NS OHMun n 12.45 -0.02 1.2 15.0 OverseasA 27.09 NA NA NA Frost Family of Fund:
Community Capital Tr: USVectorEq 26.51 -0.56 29.2 57.4 FedMuniUl A 10.03 0.00 0.1 3.6 FAInvGrdI 8.39 0.00 -1.0 21.2 Idx2040 Premier 24.10 -0.12 16.1 NS OTC n 20.92 0.27 29.8 156.3 US Val A t 22.31 NA NA NA FrTRInst 10.33 NA NA NA
CRAQualInvFd 10.57 0.00 -1.6 9.7 WexUSGov 10.27 0.05 -4.1 12.0 Federated Hermes R: FF2030 16.77 -0.13 11.9 52.4 Idx2045 Premier 25.02 -0.14 16.1 NS OTC K 21.34 0.28 29.9 157.0 US Val I r 22.79 NA NA NA
Credit Suisse Common:
ComdtyRet r 36.17 -0.15 31.6 26.7
WrdEXUSTARGETVAL 15.12
Dodge & Cox:
-0.34 13.6 32.9 KaufmnR r
Federated Hermes R6:
7.75 -0.14 7.6 81.3 FF2040
FltRatel
18.77
9.50
-0.21
-0.01
16.9
5.4
65.2
12.9
Idx2050 Premier
Idx 2055 Premier
25.06
20.61
-0.13
-0.11
16.1 NS
16.1 NS
OverseasK r
Ovrse n
70.89
71.00
-0.30
-0.30
19.5
19.4
68.1
67.5
FMI Funds:
IntlInvst n 36.40 -0.61 12.4 28.4
G
Cullen Funds: Balanced n 116.96 -1.94 17.7 43.1 FedInstHYBondL 9.89 -0.05 3.6 23.7 GrOppI 184.48 -2.19 18.9 191.2 IdxIncInsPre 12.82 -0.02 2.9 23.7 PAMun nr 11.58 -0.01 1.9 16.7 LgCapInvst n 22.27 -0.27 14.2 46.3 Gabelli Funds:
HiDivEqI r 17.79 -0.23 23.0 32.4 GblStock n 16.00 -0.44 20.3 45.4 KaufmnSCL 70.07 -2.07 11.3 110.0 HiIncAdvI 12.09 -0.07 10.6 37.0 Income n 12.27 -0.03 3.6 24.7 PcBas nr 46.88 -0.21 6.9 82.0 FPA Funds: ABC pn 10.86 -0.03 3.8 11.2
Income n 14.22 0.00 -0.9 20.2 StrValL 5.68 -0.09 15.9 19.0 HthCarI r 76.73 -1.79 9.8 62.0 Income K 12.25 -0.02 3.6 24.9 PuritanK 27.71 -0.01 19.4 68.5 FPACres n 40.81 -0.59 16.5 49.5 Asset pn 63.61 -1.08 17.7 48.9
D Intl Stk n
Stock n
48.48
245.65
-1.09
-5.96
10.9
29.5
30.0
57.4
TtlRtnBdL
Fidelity:
11.30 -0.01 0.2 21.8 IntlGr
IntlSmCp
21.58
34.97
-0.11
-0.70
16.3
13.4
76.6
43.9
Fidelity Invest:
AdvSrsGroOpport 19.64 -0.23 20.3 195.4
Puritn n
RealE n
27.74
51.13
-0.01
-0.01
19.4
32.1
68.1
41.3
NwInc n
Franklin:
10.02 0.01 1.1 8.1 GabelliAsstFdClI 63.55
SmCapG n 53.72
-1.07
-1.04
17.9
24.8
50.0
57.3
Davenport: Domini Funds: 500IdxInstPrem n 163.29 0.59 26.7 84.1 LmtdTrmBdFd 11.69 -0.01 -1.2 10.8 AggrInt n 31.74 0.01 14.6 81.8 RealEstInc nr 13.69 -0.03 16.5 32.2 FrnkGrowFdClA 19.25 NA NA NA SmCpGrwI 55.92 -1.08 25.1 58.5
Davenport Core n 35.48 -0.19 21.5 70.9 Intl Eq Instit 9.25 -0.08 11.1 31.6 BalancedK6 14.96 -0.03 18.2 NS MuniIncI r 10.81 0.00 0.9 14.0 AilSectEq 13.77 -0.05 25.8 95.4 REInc n 11.76 0.00 14.2 30.6 Franklin A1: Util A p 8.03 -0.02 13.2 23.1
EqOpp n 27.81 -0.34 25.1 98.0 US Equity Inv pn 37.53 0.28 22.9 98.2 Contrafund K6 24.03 0.19 27.3 111.0 MuniIncome 13.62 -0.01 2.3 18.2 AMgr20% n 14.91 -0.02 4.1 24.6 SAIIntlMinVolInd 11.82 -0.05 9.3 22.8 AZ TF A1 p 10.99 -0.01 1.1 14.8 GAMCO Funds:
Val&Incm n 20.41 -0.14 21.0 42.9 DoubleLine Funds: EmgMktIdxInstPre n 12.69 -0.19 -0.4 36.8 NwInsghtI 47.32 0.39 28.5 96.3 AMgr50% n 22.71 -0.08 10.0 45.4 SAILTTreBdIdx 11.38 0.07 -4.7 36.7 CA TF A1 p 7.73 -0.02 1.2 18.5 GwthAAA pn 107.60 NA NA NA
Davis Funds A: CoreFxdIncmI 11.03 0.00 -0.3 14.9 ExtMktIdxInstPre n 93.37 -2.14 18.7 85.2 REIncmInst 13.63 -0.03 16.5 32.1 AMgr70% n 29.74 -0.15 14.2 57.6 SAISm-MidCap500I 11.53 -0.20 22.1 75.4 CAHY A1 p 11.41 -0.02 3.2 20.4 Gartmore Funds:
NYVen A 33.16 -0.90 15.1 55.0 EmgMktIncmI 10.47 -0.01 1.9 19.1 FidSAIEmerg 14.36 -0.22 5.8 NS SmCapGrwI 35.12 -0.96 17.9 105.3 AMgr85% n 27.58 -0.17 17.4 67.6 SAIUSMinVolIndFd 19.39 -0.02 17.5 56.3 CAInt A1 p 12.03 -0.01 0.4 11.2 NationwideInstSv 33.78 -0.02 23.8 87.7
Davis Funds C & Y: FlexibleIncomeI 9.64 0.00 3.8 13.4 FidSAIIntern 14.76 0.00 13.9 NS StrInI 12.93 -0.02 3.6 23.0 AstMgr30R n 12.97 -0.02 6.0 32.2 SAIUSQtyIdx 18.63 0.08 24.6 90.5 Fed TF A1 p 12.27 0.00 2.0 16.9 Gateway:
NYVenY 34.25 -0.94 15.3 56.2 GlobalBondN 9.93 -0.05 -7.7 2.3 FIDSerEmgMkt 11.29 -0.23 -0.4 29.6 Total Bd 11.08 0.00 -0.2 21.0 Balanc n 30.65 -0.08 18.0 72.4 SCEnhIdx n 18.98 -0.52 24.5 64.2 FedInt A1 p 12.21 -0.01 0.4 11.4 GatewayA 40.52 0.05 10.7 27.1
Del Invest Instl: InfraIncomeI 10.40 0.00 0.2 15.7 FidSerToMarket 16.10 -0.02 25.2 NS Fidelity Advisor M: BalancedK 30.66 -0.07 18.1 72.8 SCValueI r 22.29 -0.43 37.5 65.8 HiInc A1 1.88 -0.01 4.2 24.0 GE Elfun/S&S:
CorpBdI 6.34 -0.02 -1.0 28.7 LowDurBdI 9.92 0.00 0.8 7.8 FIDSerTresIndxFd 10.00 0.00 0.0 3.6 Balanced p 29.19 -0.05 17.4 69.2 BluCh n 196.14 2.44 29.2 177.7 SmallCap nr 23.25 -0.29 22.5 64.7 HY TF A1 p 10.45 -0.01 4.2 20.5 Tax Ex n 11.46 -0.01 1.0 15.1
USGrw 31.44 -0.46 13.2 97.7 LowDurBdN n 9.91 0.00 0.6 7.0 FIDZroExtMktIx n 14.31 -0.33 24.2 67.4 EqGr p 19.40 0.11 26.1 130.8 BluChpGr K6 29.55 0.36 29.7 179.8 SmCapDisc n 31.35 -0.40 34.3 68.8 IncomeA1 p 2.51 -0.03 13.8 30.4 Trusts n 88.97 -0.73 24.3 98.2
Value 25.28 -0.36 17.4 31.6 ShillerEnhCAPEI 22.20 -0.32 21.2 76.7 FIDZroLgCpIx n 16.87 0.05 25.4 87.2 EqIn p 34.62 -0.77 17.9 37.8 BluChpGrK 196.80 2.45 29.3 178.4 SmlCapO n 15.47 -0.29 25.9 77.1 MIInsTF A1 p 11.83 -0.01 0.6 15.6 GMO Trust Class III:
Delaware Invest A: ShillerEnhCAPEN n 22.19 -0.31 21.0 75.5 Flex 500 Index 20.08 0.07 26.7 84.1 GrOppM p 165.86 -1.98 18.4 186.9 CALmtTrmTFB n 10.77 -0.01 0.1 8.4 SmlCpGrth nr 35.01 -0.96 17.9 105.6 MNInsTF A1 p 12.65 -0.01 0.1 14.4 EmgCntryDt r 25.57 -0.12 -0.6 23.1
Diver Inc p 9.15 -0.01 -1.2 22.0 TotRetBdI 10.47 0.02 0.4 12.2 FlexIntIdx 14.10 -0.19 8.7 40.4 NwInsghtM p 43.43 0.36 27.9 93.3 CAMun n 13.35 -0.01 1.3 16.1 SmlCpGrth K6 18.67 -0.52 18.1 107.2 MO TF A1 p 11.90 -0.01 1.3 14.4 Quality 30.99 -0.37 23.3 79.9
GroInA p 14.98 -0.36 16.3 33.3 TotRetBdN n 10.46 0.02 0.1 11.3 FlexMuniInc 10.54 -0.01 1.9 16.6 SmllCapM p 32.81 -0.29 34.4 86.3 Canad nr 67.48 -1.07 25.8 54.4 SmlCpGrth Z 35.31 -0.97 18.1 106.2 NY TF A1 p 11.29 -0.01 1.3 15.2 GMO Trust Class IV:
OppA p 36.42 -0.33 27.7 51.7 Driehaus Funds: FlexUSBdIdx 10.55 0.01 -1.8 17.1 StkSelMC 48.41 -0.96 22.3 60.5 CapAp n 52.56 0.11 25.9 105.8 SmlCpVal nr 22.28 -0.44 37.4 65.7 OHInsTF A1 p 13.00 -0.01 0.5 14.7 EmgCntrDt 25.53 -0.12 -0.5 23.3
SmCpValA p 79.57 -1.03 33.1 49.9 EmMktsGr n 50.13 -0.31 2.1 60.7 Freedom2060K 15.91 -0.16 17.6 66.0 StrInM p 12.74 -0.02 3.4 22.1 CapDevA p 19.83 -0.47 23.7 59.2 Srs1000ValIndRet 16.06 -0.30 21.7 45.2 OR TF A1 p 11.84 -0.01 0.8 14.2 IntlEq 24.69 -0.49 11.0 39.9
SMIDCapGrA p 45.21 -1.38 2.2 151.2 Dupree Mutual Fds: GlexUSIdxInstPre n 15.84 -0.21 8.7 40.2 Fidelity Advisor Z: CapDevO n 20.76 -0.49 24.0 60.6 SrsBlChGroRetail n 18.07 0.25 30.0 185.2 PA TF A1 p 10.00 0.00 1.5 13.0 Quality 31.08 -0.36 23.4 80.1
TxIntA p 12.50 -0.01 2.5 18.0 KYTF n 7.97 0.00 1.6 15.2 GrowthCompanyK6 25.14 0.34 30.7 NS AdvIntlSmCpZ 34.96 -0.70 13.5 44.5 ChinaReg n 51.22 -0.65 -8.0 81.8 SrsCommStrt 4.20 -0.03 30.6 23.8 US Gov A1 p 5.86 0.00 -1.8 9.0 GMO Trust Class VI:
TxUSA p 12.46 -0.01 4.2 23.9 InflPrBdIndInsPr n 11.72 -0.01 6.2 28.2 AssetManager50% 22.65 -0.08 10.1 45.7 CnvSc n 44.83 -0.49 13.0 102.9 SrsEmrgMkt 24.71 -0.50 -1.0 56.8 Utils A1 p 21.38 0.21 10.6 32.4 EmgMkts r 35.82 -0.53 3.7 30.7
Deutsche DWS:
CapGrth p 136.46 1.25 24.6 124.1
E IntlIdxInstPrem n 50.73
IntlIndex n 12.43
-0.63
-0.17
11.5
9.2
40.4
41.9
AssetMngr85
AsstMngr70
27.46
29.72
-0.17
-0.16
17.5
14.3
68.1
57.9
Contra n
ContraK
20.90
20.96
0.18
0.18
27.5
27.6
112.4
112.9
SrsGlobal
SrsGroCoRetail
15.59
30.21
-0.21
0.50
8.7
32.7
40.3
202.7
Franklin Templeton:
TgtGro A p 22.33 NA NA NA
Quality
Goldman Sachs A:
31.01 -0.36 23.5 80.4
CapGrth n 138.64 1.27 24.9 125.7 Eaton Vance Class A: IntrTresBdIxPrem n 11.15 0.02 -3.2 16.4 CorporateBond 12.49 -0.01 -1.2 26.7 CorpBd n 12.49 -0.01 -1.3 26.4 SrsIntlGrw 20.89 -0.12 17.5 82.9 TgtModA p 17.77 NA NA NA CapGr 35.32 -0.13 23.7 88.6
CoreEq n 37.48 -0.16 23.1 72.8 AtlCpSMID p 39.55 -0.72 19.9 65.3 LgCpGwId InstPre n 30.58 0.54 28.8 131.5 EmMkt Z 36.44 -0.38 0.3 67.2 CpInc nr 11.40 -0.06 10.8 41.0 SrsIntlSmCp 24.49 0.03 19.3 75.4 FrankTemp/Frank Adv: HYMuni p 10.66 -0.01 4.8 23.2
EqDivA 55.81 -1.14 11.9 21.1 DivBldrA 20.17 -0.03 20.0 65.3 LgCpVlIdxIstPrem n 16.07 -0.30 21.5 45.0 FloatRateHighInc 9.50 -0.02 5.4 13.3 DisEq n 66.66 0.50 28.4 103.2 SrsIntlVal 11.57 -0.23 14.7 35.1 CA HY Adv t 11.44 -0.02 3.4 20.7 Muni 16.74 -0.02 2.4 15.0
GblIncBldA 11.08 -0.05 10.1 36.9 FloatRt 9.12 -0.01 3.8 9.9 LTTrsBdIdxInstPr n 14.81 0.08 -5.1 35.2 GovtIncome 10.66 0.01 -2.0 14.0 DivGrowK 36.74 -0.24 25.9 50.8 SrsSmCapDiscRet 15.09 -0.19 34.9 79.1 CA IntAdv 12.06 -0.01 0.5 11.4 Goldman Sachs Inst:
GblGrwS n 49.98 -0.68 9.5 66.2 FltgRtAdvg p 10.58 -0.01 5.0 11.5 MidCpGrwthIndx n 31.43 -0.39 18.2 NS GrOpp 186.62 -2.21 19.0 192.2 DivGth n 36.78 -0.24 25.8 50.4 STBF n 8.64 0.00 -0.5 8.0 CA TF Adv t 7.72 -0.01 1.4 18.8 CoreFix 10.90 0.00 -1.8 20.2
GNMA S n 13.64 0.02 -1.0 10.8 Inc Bos 5.57 -0.04 4.4 21.5 MidCpInxInstPrem n 33.17 -0.44 23.3 74.4 HighIncome 8.69 -0.05 3.3 NS DivIntl n 54.64 -0.28 14.6 68.7 StkSelCpK 70.13 -0.39 23.1 89.9 CvtScAdv 31.06 -0.40 10.6 100.6 EmgMEq 30.82 -0.54 2.1 66.4
HiIncA 4.81 -0.02 2.9 22.6 LgCpVal 25.04 -0.48 20.1 45.4 MidCpValIndex n 26.35 -0.37 25.9 NS IntCpAp 33.86 0.01 14.8 82.2 DivIntl K6 15.81 -0.07 15.1 70.0 StkSelSmCp n 38.98 -0.76 27.4 87.3 Dynat Adv 178.62 0.65 23.3 163.8 Gr 52.40 0.62 30.1 112.2
HiYldTx n 12.55 0.00 5.3 20.7 NatlMuniInc 10.32 -0.01 1.0 16.8 NewMkt I 14.43 -0.05 -1.1 NS InvestGradeBd 8.40 0.00 -0.8 21.8 DivIntlK r 54.58 -0.27 14.7 69.2 StkSlcACap n 69.88 -0.38 22.9 89.3 Fed TF Adv 12.28 -0.01 2.1 17.2 HYMuni 10.66 -0.01 5.1 24.2
MgdMuniA p 9.31 -0.01 1.8 16.0 ShDurGovIncFd 7.99 0.00 -0.3 4.1 OTCK6Port 21.77 0.30 30.9 NS NewMktsIncFdZ 14.42 -0.06 -1.1 NS DivStkO n 41.36 0.00 29.2 98.6 StratDivInc n 18.51 -0.19 15.8 49.0 FedIntAdv 12.24 -0.01 0.5 11.7 Int 15.26 -0.21 11.0 33.8
MgdMuniS n 9.32 -0.01 2.0 16.7 ShDurStratIncFd 7.18 NA NA NA PuritanK6 14.83 -0.01 19.5 NS RE Income 13.64 -0.02 16.7 32.7 Emerg Asia nr 65.08 -1.88 -4.7 116.8 StrDivIncI 18.45 -0.19 15.7 48.8 GrOpAdv p 74.06 0.49 25.5 136.3 Muni 16.73 -0.02 2.7 16.0
S&P500S n 46.17 0.16 26.3 83.3 TMG1.0 n 2083.04 0.46 24.4 86.5 RealEstIdxInst n 19.05 -0.05 31.4 33.0 StkSelAllCap 69.80 -0.39 23.1 89.9 EmrgMktK r 48.43 -0.57 6.0 85.1 TaxFrB nr 12.16 -0.01 2.1 18.9 Growth Adv t 167.57 0.81 23.4 102.0 ShDuTF 10.78 0.00 0.3 7.3
TechA 42.09 0.06 27.4 158.2 TMG1.1 93.69 0.02 24.1 84.7 SAIIntlMon 14.93 -0.02 13.9 NS StrgInc 12.93 -0.03 3.7 23.2 EmrgMktsDebt 9.14 -0.03 -0.4 15.2 TotalBond n 11.10 0.00 -0.1 21.3 HY TF Adv 10.50 -0.01 4.4 20.7 SmCapVa 71.12 -1.52 28.0 44.5
Diamond Hill Funds: TMG1.2 42.07 0.01 23.9 83.9 SAIIntlSmComplet 15.78 -0.15 14.0 NS Fidelity Freedom: EmrMkt nr 48.36 -0.57 5.9 84.4 TotalBond K6 10.33 0.00 -0.1 21.7 IncomeAdv 2.49 -0.03 14.1 31.1 Guggenheim Funds Tru:
LgCapA pn 37.12 -0.56 22.0 59.8 WW Hlth Science p 15.15 -0.19 16.4 59.5 SAIRealEstIndxFd 13.28 -0.04 31.3 33.4 2060 K6 15.92 -0.16 17.8 66.8 Eq Inc n 73.59 -1.13 21.2 52.9 Trend n 187.48 2.54 26.8 142.8 RisDv Adv r 99.40 0.07 25.0 74.5 FloRaStraFdInst 25.10 -0.01 4.8 11.0
LgCapI 37.39 -0.56 22.3 61.1 Eaton Vance Class I: SAIUSLgCpIndxFd 22.52 0.09 26.7 84.0 FAFree2020I p 14.66 -0.09 9.3 43.6 EqDivIncm n 29.67 -0.65 18.2 40.3 Utility n 27.76 -0.12 2.9 22.8 SmCpGrAdv p 32.52 -0.89 7.0 88.0 MacOppFdClInstl 27.16 -0.02 2.3 15.6
LgCapY 37.46 -0.56 22.5 61.7 AtlCpSMID 45.18 -0.82 20.2 66.6 SeriesBondFd 10.45 0.00 -1.7 NS FAFree2025I 15.30 -0.11 10.5 47.5 EqDivIncmK 29.66 -0.65 18.3 40.7 Value n 15.87 -0.39 32.5 71.8 SmCpValAdv t 67.15 -1.64 25.7 54.0 TotRtnBdFdClInst 28.89 -0.01 -0.2 21.4
LongShortI 31.11 -0.51 17.0 35.1 FloatRtHiInc 8.72 -0.02 4.4 12.7 SeriesOverseas 14.85 -0.07 19.8 NS FAFree2035I 17.04 -0.17 14.8 60.2 EqIncK 73.54 -1.12 21.4 53.3 ValueDisc n 38.12 -0.69 20.6 48.7 SmMCpGrAv t 62.64 -0.60 17.1 130.7 TotRtnBondFdClA 28.86 -0.01 -0.5 20.4
SmMidCapI 29.75 -0.48 29.7 53.0 FltgRt 8.82 -0.01 4.1 10.6 SerLTTreBdIdx 8.55 0.05 -5.0 35.1 FAFree2045A 14.63 -0.16 16.7 64.0 Europ nr 45.84 -0.85 8.2 49.8 ValueK 15.89 -0.40 32.5 72.1 USGovAdv p 5.88 0.00 -1.6 9.5 GuideMark Funds:
Dimensional Fds: GblMacAbR 8.64 0.00 1.8 15.4 SmallCapValIndx n 26.84 -0.71 30.7 NS FF2005 n 13.29 -0.03 4.4 27.7 Fidel n 78.80 1.06 31.7 110.5 Wrldw n 41.79 0.13 22.0 95.8 Utils Adv 21.58 0.21 10.7 32.9 LgCpCorServ pn 31.44 -0.02 25.9 84.0
2TGlFxd 9.91 0.00 -0.3 4.1 IncBos 5.57 -0.04 4.6 22.2 SmCpIdxInstPrem n 29.79 -0.87 19.5 62.9 FF2010 n 16.70 -0.06 6.1 33.1 FltRateHi nr 9.50 -0.02 5.4 13.0 Fidelity SAI: FrankTemp/Franklin A: GuideStone Funds:
5GlbFxdInc 10.78 0.01 -1.0 5.4 LgCpVal 25.16 -0.48 20.4 46.5 STBdIdx InstPrem n 10.16 0.00 -1.0 9.9 FF2015 n 13.96 -0.07 7.8 38.4 FocsdStk n 40.55 0.51 30.3 119.4 FidSAIEmgMktIndx 16.56 -0.26 -0.4 36.5 BAL A t 13.75 -0.15 12.2 35.7 AggrAllGS4 n 15.11 NA NA NA
CAIntrTrmMuniBd 10.73 -0.01 -0.6 7.6 NatlMuniInc 10.32 -0.01 1.3 17.7 STTreIdx InstPre n 10.60 0.00 -1.1 8.9 FF2020 n 17.95 -0.10 9.5 43.6 FournOne n 64.48 -0.29 17.2 62.1 FidSAIIntlIndxFd 14.54 -0.18 11.2 40.2 BalInv p 40.80 -0.70 27.5 39.7 BalAllGS4 n 13.79 NA NA NA
CASTMuniBd 10.25 0.00 -0.1 2.7 Eaton Vance Funds: TMktIdxInstPrem n 134.70 -0.14 25.2 84.5 FF2020A p 14.49 -0.09 9.0 42.4 GNMA n 11.62 0.01 -0.8 10.9 IntlValIdx 9.96 -0.20 12.4 20.7 BioDis A p 144.50 -2.28 -15.7 38.6 EqindxGS2 50.81 NA NA NA
Cont 35.01 -0.93 17.4 61.1 ParTxMgdEmgMktIn 52.78 -1.19 5.7 22.0 TotalMarketIndex n 16.90 -0.01 25.3 84.3 FF2025 n 16.48 -0.11 10.8 47.6 GovtInc n 10.64 0.02 -2.1 13.7 LowDurationInc 10.00 0.00 0.1 NS CoreAll A p 25.16 -0.14 18.0 64.5 EqIndxGS4 n 50.78 NA NA NA
DFARlEst 49.45 -0.02 32.5 51.1 Edgewood Growth Instituti: TtlIntIdxInstPr n 14.85 -0.20 9.4 41.7 FF2025A p 15.12 -0.10 10.3 46.4 GroCo n 43.19 0.65 31.4 192.8 Muni Inc 10.87 0.00 1.9 17.5 CvtSc A p 31.05 -0.40 10.4 99.1 GrAllGS4 n 14.86 NA NA NA
EmgMkt 33.18 -0.49 3.3 35.3 EdgewoodGrInst 65.54 0.21 26.6 133.4 USBdIdxInstPrem n 12.01 0.00 -1.8 17.2 FF2030 n 20.76 -0.15 12.2 52.5 GroInc n 51.77 -1.09 23.7 57.6 SAIEmgMktLoVolIx 11.67 -0.01 10.3 NS DynaTech A p 171.95 0.62 23.0 161.9 GrEqGS2 36.63 NA NA NA
EmgMktSoCoEq 16.25 -0.18 5.1 38.0 USSusIdx n 21.26 0.05 30.6 92.0 FF2035 n 18.27 -0.17 15.3 60.3 GrowCoK 43.33 0.65 31.5 193.4 SAIInflaFocFd 11.11 -0.11 36.8 NS EqIn A p 32.93 -0.33 22.4 50.9 GrEqGS4 n 36.13 NA NA NA
EmgMktVa
EmMktCorEq 25.28
31.36 -0.58
-0.34
11.6
5.9
23.7
38.7
F Fidelity Adv Focus A:
HthCarA r 69.76 -1.62 9.6 60.7
FF2035A t
FF2040 n
16.85
13.18
-0.16
-0.13
14.6
17.6
59.1
65.6
GrowIncK
GrStrt nr
51.72
74.63
-1.09
0.04
23.8
25.0
58.1
110.2
ShortTermBd
TotalBd
9.94
10.51
0.00
0.00
-0.5
0.1
NS
21.4
FlRtDA A p
FoundFAlA p
7.87
14.78
-0.02
-0.07
7.9
10.5
4.1
23.3
IntEqGS2
LowDurGS2
16.34
13.55
NA
NA
NA
NA
NA
NA
EmMktSmCp 26.25 -0.28 14.2 49.2 Fairholme: TechA t 114.43 1.96 28.0 204.6 FF2040A p 18.57 -0.21 16.7 63.9 GwthDiscovery n 59.57 0.36 26.6 133.6 TxFreeBd 10.91 -0.01 1.8 16.4 FrkIntlGrthA 22.56 -0.30 4.9 77.2 MedDurGS2 15.06 NA NA NA
Fixd 10.29 0.00 -0.1 3.5 Fairholme n 30.78 -1.23 5.7 99.2 Fidelity Adv Focus C: FF2045 n 15.09 -0.15 17.5 65.6 HighInc nr 8.69 -0.05 3.1 17.9 U.S.TreBdIdx 10.07 0.02 -2.4 15.0 FSmCoSer r 25.45 -0.63 10.8 39.8 ValEqGS2 23.15 NA NA NA
GblAll60 40Inst 22.83 -0.13 12.9 42.9 FAM Dividend Focus: HthCarC p 53.41 -1.25 8.9 57.1 FF2050 n 15.21 -0.16 17.5 65.4 IntBd n 11.05 -0.01 -1.3 14.7 USMomentumIdx 17.70 0.01 24.7 95.4 GoldPrM A p 25.29 -0.64 0.7 136.1
GlAll25 75Inst 15.12
GlEqInst 33.14
-0.03
-0.29
5.4
22.0
22.7
62.6
FAMDivFocFd n 52.11
FAM Value:
-0.11 23.0 72.9 Fidelity Adv Focus M:
Tech p 106.21 1.82 27.7 202.3
FrdmBlen2025 K6
Free2045L
12.47
14.79
-0.07
-0.16
10.5
16.9
48.2
65.2
IntlCapiApp K6
IntlDisc n
18.29
60.30
0.01
-0.58
15.0
13.6
83.7
66.0
USValueIndex
Fidelity Selects:
12.30 -0.27 24.8 39.6 GrOp A p
Growth A p
67.09
166.70
0.44
0.80
25.2
23.1
134.6
100.5
H
GlRESec 13.36 -0.04 24.3 39.6 FAMValue n 102.32 -1.45 22.9 60.0 Fidelity Advisor: Free2050I 14.80 -0.16 16.9 65.3 IntlEnhIdx n 11.45 -0.12 11.5 35.3 Banking nr 31.31 -0.71 40.7 44.2 LwDuToRt A 9.54 0.00 1.1 8.7 Harbor Funds:
InfProtSec 13.50 -0.03 5.9 29.2 Federated Hermes: MultiAstIn Retai n 15.00 -0.13 17.6 64.7 Free2055 n 17.50 -0.18 17.5 65.5 IntlGrRet n 21.64 -0.11 16.3 76.7 Biotech nr 21.39 -0.47 -8.3 61.3 RisDv A p 99.49 0.07 24.7 73.2 Bond 12.07 0.01 -0.6 18.5
IntGvFxdInc 12.81 0.02 -3.3 15.9 FdIntlGrIS 19.87 -0.28 11.9 94.9 SrsAdvIntlCapApp 33.78 0.01 14.7 81.5 Free2060InstPrem 17.45 -0.09 16.1 62.0 IntlScOpps nr 29.29 0.12 18.9 76.0 Broker nr 134.67 -2.36 42.4 113.8 SmCpGr A p 29.22 -0.80 6.8 86.6 CapApInst 129.63 1.93 24.4 150.2
IntlCoreEq 16.28 -0.29 13.7 40.4 FedHerInterEquit 33.29 -0.58 10.1 57.4 StragInc n 12.93 -0.02 3.7 23.1 Freedom2010 K 16.69 -0.06 6.1 33.3 IntlSmCap nr 34.74 -0.70 13.4 43.9 Chem nr 18.52 -0.45 28.7 52.6 SmCpVal A p 63.12 -1.55 25.4 52.8 CapApInv pn 121.84 1.81 24.0 147.5
IntlREst 5.01 -0.03 10.4 21.8 FedHerUltBon 9.19 0.00 0.4 NS TotBdFdClZ 11.08 0.00 -0.1 21.5 Freedom2015 K 13.95 -0.06 7.9 38.7 IntMu n 10.79 -0.01 0.8 14.1 Comp nr 107.78 -0.12 16.2 119.6 SmMCpGrA p 54.70 -0.53 16.8 129.1 IntlGr r 23.99 -0.10 7.6 83.3
IntlSustCore1 13.45 -0.20 12.8 48.2 Federated Hermes A: Fidelity Advisor A: Freedom2015 K6 13.91 -0.06 8.0 39.0 InvGB n 8.38 0.00 -1.0 21.4 ConDis nr 78.93 1.81 24.2 104.7 StrInc A p 9.43 -0.02 1.9 13.1 IntlInst r 48.38 -0.89 9.8 43.2
IntlVal 19.40 -0.49 17.5 24.6 EqIncA p 27.56 -0.45 19.8 41.0 AdvMdCpIIA p 27.36 -0.22 26.0 65.3 Freedom2020 K 17.94 -0.11 9.6 43.9 InvGrBd 11.67 0.01 -0.3 22.1 ConStap nr 96.86 -1.75 6.2 40.6 TgtCon A p 15.94 NA NA NA LgCpValue 23.88 -0.01 24.6 77.3
IntlVectorEq 14.36 -0.31 14.6 37.7 FdShInToRetA 10.59 -0.01 -0.5 9.9 AdvStrDivInA p 18.36 -0.19 15.4 47.6 Freedom2020K6 17.90 -0.10 9.7 44.3 LargeCap n 42.86 -0.99 24.4 60.9 CstHou nr 107.55 3.04 51.1 156.9 TtlRtn A p 9.97 0.00 -0.7 17.1 SmCpGwth 19.95 -0.46 11.0 102.1
IntrLrgCpGroPor 17.69 -0.07 14.7 58.8 FedMunULA pn 10.03 0.00 0.0 2.8 BalancA t 28.77 -0.05 17.7 70.5 Freedom2025 K 16.46 -0.11 10.9 47.9 LCapCrEIdx n 24.23 -0.04 27.6 80.0 DfAero nr 17.38 -0.50 5.8 21.0 FrankTemp/Franklin C: SmCpValInst 45.17 -1.28 15.0 50.7
IntSmCo 23.08 -0.48 14.4 45.4 KaufmannA p 7.73 -0.14 7.7 81.6 BioTech 33.34 -0.96 -1.4 59.3 Freedom2025K6 16.44 -0.10 11.0 48.4 LCapGrEIdx n 36.24 0.52 29.9 121.0 Energy nr 34.85 -2.20 51.9 -5.3 CA TF C t 7.71 -0.02 0.7 16.4 Harding Loevner:
IntSmVa 21.70 -0.58 14.1 29.2 KaufmnLCA p 40.10 -0.24 16.5 101.2 DivIntlA 33.28 -0.16 14.4 68.4 Freedom2030 K 20.75 -0.15 12.3 53.0 LevCoSt n 48.90 -0.29 25.1 103.6 Envi&AltEngy nr 39.43 0.52 33.4 91.0 DynaTech C p 139.90 0.48 22.2 156.0 EmgMktsAdv n 66.18 -1.37 -1.1 36.4
IntTermMuni 10.44 0.00 -0.5 9.4 KaufmnSCA p 68.82 -2.05 10.8 107.0 EqGrA p/r t 20.01 0.12 26.3 132.4 Freedom2030K6 20.71 -0.15 12.4 53.4 LgCpVHIdx n 17.46 -0.37 24.1 47.7 FinSvc nr 13.63 -0.39 34.1 63.1 Growth C t 148.09 0.69 22.3 96.1 IntlEq 30.79 -0.21 8.3 55.5
IntVaIII 16.61 -0.42 17.6 25.2 MunStkAdvA p 15.17 -0.07 9.7 30.9 EqInA 33.62 -0.73 18.1 38.9 Freedom2035 K 18.26 -0.16 15.3 60.9 LmtTrmMuniIncm n 10.78 0.00 0.3 9.0 Gold nr 27.58 -0.99 -6.6 74.3 Income C t 2.55 -0.03 13.5 28.4 Hartford Funds A:
ITExQual 11.49 -0.01 -2.1 24.3 ShIntDurMuA p 10.31 -0.01 -0.2 4.7 FF2030A p 16.63 -0.13 11.6 51.3 Freedom2035K6 18.25 -0.16 15.5 61.6 LowP nr 54.64 -1.25 22.0 55.5 Health nr 33.73 -0.79 9.9 70.1 RisDv C t 97.47 0.05 23.9 69.3 BalIncA 16.63 -0.14 8.2 34.5
LgCo 35.29 0.13 26.6 83.9 ShtIncA t 8.64 0.00 -0.1 7.8 GrOppA 168.30 -2.01 18.6 188.9 Freedom2040 K 13.18 -0.14 17.6 66.0 LowPriStkK r 54.58 -1.25 22.0 55.9 HlthCareSrvPt r nr 132.94 -5.44 10.8 44.1 FrankTemp/Franklin R: CapAppA p 49.36 -0.66 14.8 69.9
LgCpIntl 27.62 -0.41 12.6 40.9 StrValDivA p p 5.64 -0.09 15.6 18.0 HiIncAdvA 12.91 -0.07 10.4 36.0 Freedom2040K6 13.15 -0.13 17.7 66.9 LowPriStkK6 15.28 -0.32 22.2 54.9 ITSvs n 93.03 -3.03 2.8 84.6 FrkDynTchR6 180.82 0.66 23.4 164.6 Chks&Bal p 11.38 -0.09 12.7 49.8
SclCrEqInst 15.58 -0.27 13.6 39.2 UltraShortA pn 9.19 -0.01 0.2 5.7 IntCpApA p 31.52 0.00 14.4 80.0 Freedom2045 K 15.08 -0.16 17.6 66.1 LtdTmBdFd n 11.69 -0.01 -1.1 11.0 Leisr nr 20.09 -0.28 17.7 69.2 FrkGrthOppR6 75.34 0.49 25.6 137.0 DiscpEqA p 50.29 -0.05 22.5 81.5
SelHdgGlFxd 9.72 -0.01 -0.8 7.1 StockTrA 35.82 -0.58 23.5 46.2 LevCoStA p 57.88 -0.36 24.3 93.1 Freedom2045K6 15.05 -0.16 17.8 66.8 MagellanK 16.02 0.27 28.7 104.5 Mat nr 106.96 -2.43 27.9 62.6 FrkGrthR6 167.51 0.81 23.4 102.6 DivGth A p 34.41 -0.37 25.8 60.7
STExQual 10.92 0.00 -0.6 7.0 Federated Hermes C: NwInsghtA p 45.78 0.38 28.2 94.8 Freedom2050 K 15.21 -0.16 17.6 66.0 Magin n 16.03 0.28 28.7 104.1 MdTchDevis n 86.25 -0.34 24.2 103.4 FrkIncR6 2.50 -0.03 14.6 31.8 EqInc t 23.74 -0.40 20.5 46.8
STGov 10.42 0.00 -1.2 2.7 StraValDivC p 5.65 -0.09 14.8 15.3 SmllCapA p 36.48 -0.33 34.7 87.6 Freedom2050K6 15.20 -0.16 17.8 66.7 MAMun n 12.54 -0.01 1.0 15.0 Multimedia nr 95.35 -2.04 19.6 103.4 FrkRisDivR6 99.40 0.07 25.1 74.9 FltRateA t 8.40 -0.01 3.9 10.0
STMuniBd 10.16 0.00 0.0 2.8 Federated Hermes Int: StkSelMC p 48.08 -0.96 22.6 61.7 Freedom2055 K 17.51 -0.18 17.6 66.0 Manager40 n 14.15 -0.04 8.0 39.0 Pharm n 25.19 -0.47 9.9 51.4 FrkSmCpGrR6 33.24 -0.91 7.1 88.9 GrOppty t 62.87 -0.78 13.5 128.9
TAUSCoreEq2 28.94 NA NA NA GloFinI 43.63 -0.71 6.2 45.6 StrInA 12.75 -0.02 3.4 22.1 Freedom2055K6 17.50 -0.18 17.8 66.8 Manager60 n 16.61 -0.07 12.0 51.8 Retail nr 26.94 0.51 24.8 119.7 FrkTotRtnR6 10.04 0.00 -0.4 18.3 GrowAllA p 15.84 -0.16 13.3 48.0
TM US Sm 62.92 NA NA NA InsHiYld r 9.88 -0.05 3.6 23.6 TotalBdA p 11.10 -0.01 -0.4 20.1 Freedom2060 n 15.91 -0.16 17.5 65.5 McpVl n 30.00 -0.56 31.0 47.5 Semiconductors r nr 24.70 0.99 58.3 266.9 TempGlbBndR6 8.78 -0.10 -5.3 -8.3 Hlthcare 44.18 -0.86 7.9 65.9
TM USTgtVal 48.68 NA NA NA MDTSmCIS 31.47 -0.54 34.5 66.9 Fidelity Advisor C: Idx2010InsPre 14.65 -0.02 5.2 31.5 MegaCpStk n 19.39 -0.41 24.7 68.6 Softwr nr 32.68 -0.32 22.4 142.0 FrankTemp/Mutual A&B: IntOppA p 21.41 -0.28 9.0 55.9
TMMttVa2 36.38 -0.78 23.3 45.0 TtlRtnBdI 11.31 -0.01 0.2 21.9 BalancC 28.46 -0.05 16.9 66.7 Idx2015InsPre 15.94 -0.04 6.9 36.5 MidCap n 43.74 -0.52 26.7 63.2 Tech nr 31.89 0.22 25.6 199.9 Beacn A 18.51 -0.46 14.3 39.0 MidCap A p 37.59 -0.59 10.7 70.5
TMUSEq 51.50 NA NA NA Federated Hermes IS: GrOppC p 139.02 -1.68 17.8 182.4 Idx2020InsPre 17.63 -0.05 8.5 41.4 MidCapEnIdx nr 21.14 -0.35 23.2 68.0 UtilGr nr 101.88 0.71 11.1 33.4 Shares A 29.18 -0.59 18.5 28.9 Muti-AstIncGw 21.80 -0.08 6.1 24.7
US CoreEq1 37.07 -0.16 26.1 75.9 IntEq IS p 33.27 -0.58 10.1 57.2 NwInsghtC t 37.21 0.30 27.3 90.4 Idx2025InsPre 19.93 -0.06 9.7 45.1 MidCapStkK r 43.78 -0.52 26.8 63.7 Fidelity Series: FrankTemp/Temp A: ShtDur 9.98 -0.01 0.1 9.9
US CoreEq2 33.95 -0.21 27.0 73.7 KaufmnIS 8.00 -0.14 8.3 84.3 Fidelity Advisor Fun: Idx2030InsPre 21.07 -0.07 11.0 49.6 MIMun n 12.68 0.00 1.1 16.1 Canada 14.78 -0.22 28.0 58.3 DvMk A p 24.60 -0.58 -3.1 42.4 TotRBdA p 10.90 0.00 -1.3 19.4
US Micro 30.71 -0.76 35.0 54.6 KaufmnSCI 70.61 -2.09 11.2 109.9 BalFdZ 29.49 -0.05 18.0 72.4 Idx2035InsPre 23.60 -0.10 13.9 56.9 MNMun n 12.02 -0.01 0.3 14.6 FASeriesEqGroFd 20.54 0.12 27.3 139.6 Frgn A p 7.68 -0.20 7.6 14.1 Hartford Funds C:
US Small 50.40 -0.94 32.1 59.1 CorpBondFdIS 9.76 -0.01 0.0 24.8 InterDiscZ 60.13 -0.58 13.7 66.5 Idx2040InsPre 24.10 -0.13 16.1 61.9 MtgSec n 11.40 0.00 -1.0 12.2 HthCarZ 76.84 -1.78 10.0 62.6 GlBond A p 8.83 -0.09 -5.6 -9.4 Bal IncC 16.35 -0.14 7.4 31.5
US SmCpVal 47.90 -1.32 40.2 49.1 FdShinToRetI 10.59 0.00 -0.2 10.8 IntlGrwZ 21.64 -0.11 16.4 77.4 Idx2045InsPre 25.03 -0.13 16.1 62.0 MuniInc n 13.63 -0.01 2.4 18.5 IntMuni Z 10.81 -0.01 0.9 14.3 GlSmCo A p 12.39 -0.30 16.3 53.5 DiscpEqC t 45.40 -0.06 21.7 77.5
US TgdVal 32.59 -0.90 39.5 55.6 GovUltra 9.94 0.00 -0.1 3.9 Fidelity Advisor I: Idx2050InsPre 25.06 -0.14 16.1 62.0 NASDAQ nr 202.64 2.55 25.2 133.7 STCrFd 10.06 -0.01 -0.2 9.8 Growth A p 24.90 -0.39 5.4 17.1 Hartford Funds I:
USLCpGr 34.05 0.44 23.9 87.9 KaufmnLCIS 41.63 -0.25 16.8 102.7 BalancI 29.48 -0.05 17.9 71.8 Idx2055InsPre 20.61 -0.11 16.0 62.0 NewInsights Z 47.48 0.40 28.6 97.1 FidelityAdviAsset: World A p 15.39 -0.18 8.9 20.0 BalIncI 16.64 -0.14 8.4 35.6
USLgVa 46.17 -0.96 24.6 40.5 ShIntDurMuInst 10.31 -0.01 0.0 5.8 BiotechI 35.85 -1.03 -1.2 60.6 Idx2055Investor 20.59 -0.11 16.0 61.8 NewMill n 44.54 -1.17 21.8 50.1 ADVAssetMan60 16.62 -0.07 12.1 52.1 FrankTemp/Temp Adv: CapAppI 49.73 -0.67 15.1 71.3
USLgVaIII 31.10 -0.65 24.7 41.0 StraValDivIS 5.68 -0.09 15.9 18.9 ConsvIncmMuni I 10.04 0.00 0.0 3.3 Idx2020 Premier 17.63 -0.05 8.6 NS NewMkt nr 14.42 -0.06 -1.2 14.9 First Eagle Funds: Frng Adv 7.56 -0.19 7.8 14.9 DivGthI 34.22 -0.37 26.1 62.0
USSmCpGr 29.36 -0.33 28.5 74.5 StrincIS 9.36 -0.07 2.9 23.2 DivIntl 33.98 -0.16 14.7 69.8 Idx2025 Premier 19.92 -0.07 9.7 NS NJMun nr 12.59 0.00 2.0 18.9 GlbA 69.16 NA NA NA GlBondAdv p 8.79 -0.09 -5.3 -8.6 EmrgMktEqInv r 20.05 -0.33 -1.4 45.7
USSoCoreEq2 25.42 -0.10 27.5 75.2 UltraShortI 9.19 0.00 0.4 6.6 EqGrI 22.70 0.13 26.6 134.2 Idx2030 Premier 21.06 -0.08 11.0 NS NYMun n 13.69 -0.01 2.2 17.0 Gold p 24.21 NA NA NA TGlTotRAdv 8.84 -0.15 -5.3 -8.7 EqIncI 23.58 -0.40 20.7 47.9
FltRateI 8.37 -0.01 4.2 11.0 ShortTerm p 8.57 -0.01 0.0 8.6 RetCho2040R4 16.66 -0.07 13.6 52.8 JPMorgan Select Cls: PIMCITRetI 10.21 0.02 -1.1 20.0 EmMktsEqIdx nr 13.91 NA NA NA PGIM Funds Cl C: StratIncA p p 11.32 -0.02 2.0 21.3
GrowOppI t 68.13 -0.84 13.8 130.7 SmCpEq p 18.41 -0.34 23.0 77.1 RetCho2045 17.13 -0.08 14.7 55.3 SmCpGrL 30.62 NA NA NA Matthews Asian Funds: FixIn n 10.58 0.00 -0.4 19.9 TotalReturnBond 14.55 0.00 -2.4 16.5 Pioneer Funds Y:
InterValue 16.48 -0.49 19.0 23.4 SmCpGr 54.83 -1.39 14.8 106.2 RetCho2050R4 15.36 -0.07 15.1 56.3 AsiaDivInv nr 22.71 -0.06 1.1 45.3 GlbREIdx nr 11.97 -0.02 19.9 29.9 PGIM Funds Cl Z: AMTFreeMuniY 15.52 0.00 1.0 21.4
IntlAlphaInv p 18.52
IntlOpp 21.31
-0.21
-0.27
12.5
9.3
68.0
57.5
SmCpValA t
SP IncomeA
21.64
4.11
-0.73
-0.18
36.7
46.3
72.9
18.3
RetLiv2025
RetLiv2030
12.25
12.97
-0.09
-0.10
11.4
13.1
49.0
55.0
L AsiaGroInv nr 37.88
Asian G&I Inv nr 18.50
-0.29
0.10
-4.0
3.2
68.0
39.7
HiYFxInc n
HiYMuni n
6.76
9.11
-0.04
0.00
4.5
4.7
25.0
20.6
GlobalRealEstate 27.92
HighYield 5.54
0.01
-0.03
24.4
5.3
41.9
26.8
BondY
PionFdY
9.99
44.76
0.01
-0.10
0.8
27.8
21.2
97.2
MidCap 39.39 -0.61 10.9 71.7 Tech p 83.64 0.25 23.3 138.4 RetLiv2035 13.77 -0.11 14.7 59.7 Laudus Funds: AsiaInnovInv n 26.10 -0.84 -2.2 135.5 IntlEqIdx nr 15.08 NA NA NA JennGrowth 81.32 1.22 24.8 153.9 SelMCGrY 68.78 -0.99 13.3 99.4
MunOpptI 9.09 0.00 1.6 16.2 Invesco Funds C: RetLiv2040 14.19 -0.13 15.9 64.0 USLgCpGr nr 36.55 0.41 25.2 123.4 ChinaInv n 25.81 -0.65 -4.4 77.0 IntTxExpt n 10.84 -0.01 0.3 13.7 JennHealthSci 61.11 -0.76 5.8 64.8 StratIncY p p 11.31 -0.03 2.3 22.4
ShtDur 9.95 -0.01 0.4 10.8 EqWtdC 80.27 -1.00 25.4 64.2 RetLiv2045 14.06 -0.14 16.7 65.9 Lazard Instl: DLStrIncmR 25.80 -0.65 -4.2 77.9 MidCpIdx n 26.31 -0.28 25.6 62.9 JennMidCapGrowth 30.64 -0.32 15.4 113.3 Price Funds:
StrInc 9.19 -0.02 0.4 26.0 RchHiYldMunC 8.11 0.00 5.4 27.3 John Hancock Funds A: EmgMktEq 18.53 -0.28 4.6 20.3 IndiaInv nr 32.19 -0.47 22.4 47.7 ShIntTaxFr n 10.39 -0.01 -0.2 8.6 TotalReturnBond 14.51 0.00 -1.6 20.0 2050RetFd n 21.12 -0.20 18.8 68.7
WorldBond 10.50 -0.02 -1.1 6.4 TEHYC 10.35 0.00 5.1 19.5 BalA 27.35 -0.04 13.1 52.8 GlbLstInfr 16.39 -0.11 14.1 30.8 PacTigerInv nr 34.74 -0.39 -0.6 42.6 SmCapIdx n 18.29 -0.53 19.5 61.6 PIMCO Fds Admin: Balnanced n 30.59 -0.10 13.3 52.5
Hartford Funds Y: Invesco Funds Instl: BondA p 16.29 -0.02 -0.7 20.3 IntlEq 21.35 -0.38 7.4 35.3 MergerFundThe pn: SmCpVal n 25.00 -0.51 26.7 35.7 RealRetAd p 12.44 -0.03 5.4 27.9 BdEnhIdx nr 11.39 0.00 -1.3 18.0
DiscpEq 51.10 -0.06 22.7 83.0 SmCpGr 65.48 -1.66 15.1 108.4 DispVal 26.97 -0.52 25.4 41.6 IntStrtEq r 18.15 -0.42 8.0 39.3 MergerFundThe pn 17.32 NA NA NA StkIdx n 52.65 0.19 26.5 83.5 TotRtAd p 10.30 0.00 -1.3 16.8 BlChip n 204.04 1.36 23.3 110.4
DivGthY 35.44 -0.38 26.1 62.2 Invesco Funds P: DispValMdCp 27.65 -0.58 23.9 54.0 USEQ Concen Inst 22.12 0.11 23.9 68.7 Meridian Funds: TxExpt n 11.02 -0.01 0.8 16.3 PIMCO Fds Instl: CA Bond n 11.93 -0.01 2.3 16.4
GrwthOppY 75.33 -0.94 13.8 130.9 Summit P pn 35.21 -0.33 19.5 126.1 FunLgCpCorA p 77.48 0.12 29.6 97.9 Lazard Open: Growth n 58.30 -0.79 21.4 76.8 Nuveen Cl A: AllAsset 13.10 NA NA NA Communica&Tech n 211.57 -2.34 17.2 136.1
IntOppY 22.57 -0.29 9.3 57.6 Invesco Funds Y: InvGrBdA 10.85 0.00 -1.3 17.8 IntlStrEq n 18.28 -0.42 7.7 38.3 Value n 52.28 -0.81 25.4 74.7 AAMunBd p 12.26 0.00 3.3 20.5 AllAssetAuth r 8.70 NA NA NA DivGro n 72.58 -0.20 21.7 70.5
MidCapY 47.93 -0.74 11.0 72.1 BalancedRiskAllY n 12.59 -0.08 10.3 37.1 IntlGrw 40.79 -0.37 11.3 64.9 Legg Mason I: Metropolitan West: CAMunBd p 11.62 -0.02 1.1 16.7 CommodtyRR 6.60 NA NA NA DvsfMCGr n 54.26 -0.48 17.9 104.0
Hartford HLS Fds IA: DevMktY n 53.37 -0.93 -0.2 44.2 LifeAggr 18.95 -0.24 17.3 64.3 IntlGrTrI 71.54 -0.96 5.3 64.3 HiYldBdI 10.62 -0.07 2.8 28.2 HiYldMuBd p 18.49 0.00 9.2 27.9 DivInc 11.09 NA NA NA EmgMktB n 10.99 -0.05 -1.4 15.5
Balanced 35.47 -0.23 17.5 53.8 DiscovY n 161.38 -1.81 24.0 140.2 LifeBal 17.10 -0.14 11.4 46.6 OpporTrI 46.69 -2.48 6.8 66.6 IntmBdI 10.68 0.00 -1.1 15.2 IntDMunBd p 9.62 0.00 1.6 14.9 EmMktsBd 10.31 -0.03 -1.8 21.5 EmMktS n 51.06 -1.12 -6.8 35.1
CapApp 56.25 -0.85 14.5 71.9 EqWtdY n 85.85 -1.05 26.5 69.1 LifeConsv 13.89 -0.06 3.2 24.8 Longleaf Partners: LowDurBdI 8.86 0.00 0.3 9.2 LtdMnBd p 11.37 0.00 1.0 10.6 EmrgMktCur&STInv 7.83 -0.08 -3.4 5.8 EqInc n 37.75 -0.70 22.4 43.7
DiscEqui 21.23 -0.02 23.8 84.2 GlblOppY n 83.29 -1.47 4.1 72.2 LifeGrw 18.23 -0.19 14.6 56.1 Intl n 17.50 -0.33 0.7 18.2 TotRetBd n 10.93 0.00 -1.3 19.0 NYMunBd p 11.30 -0.01 2.4 16.2 ExtdDur 8.11 0.06 -5.0 51.8 EqIndex n 124.29 0.45 26.5 83.2
Div&Grwth 27.07 -0.29 26.7 62.9 GloblY n 139.43 1.25 20.0 92.7 LifeMod 15.07 -0.09 7.5 35.5 Partners n 26.97 -0.86 24.1 38.5 TotRetBdI 10.93 0.01 -1.1 19.8 Nuveen Cl I: GlblBdOppUSH 10.55 NA NA NA Europe n 28.40 -0.26 15.8 58.0
IntlOpp 21.23 -0.26 9.5 58.2 IncomeY n 4.35 -0.19 46.6 19.4 StrIncA p 6.58 -0.03 -0.7 17.0 Sm-Cap n 26.86 -0.81 12.6 27.8 TRBdPlan 10.25 0.01 -1.1 20.1 HYMunBd 18.49 0.00 9.4 28.7 HiYld 8.99 -0.04 3.0 22.9 FinSvcs n 36.99 -0.92 37.5 71.3
MidCap 41.41 -0.64 11.0 72.4 IntGrowY n 53.37 -0.04 13.8 73.0 USGlobLdrs 75.95 -0.45 20.9 110.9 Loomis Sayles Fds: UnconstrBdI 11.87 -0.02 1.0 12.8 Nuveen Cl R: HiYldMuniBd 9.91 -0.01 5.3 25.1 GlbGr n 50.07 -0.51 17.8 114.3
SmallCo 25.70 -0.62 6.2 110.8 IntlBdY n 5.05 -0.06 -11.3 6.0 John Hancock Instl: LSBondI 13.66 -0.05 3.0 15.5 Mondrian: CAMunBd 11.63 -0.03 1.3 17.4 IntlBdUnhedged r 9.87 -0.05 -6.9 11.5 GlbStk n 75.48 -0.96 14.7 127.4
SmCpGrwth 38.17 -0.89 8.5 79.7 IntlSmCoY n 63.64 -0.61 15.8 68.9 BalancedI 27.33 -0.03 13.4 54.3 LSBondR pn 13.58 -0.05 2.8 14.7 IntlValEq n 15.19 NA NA NA IntDMunBd 9.65 0.00 1.7 15.6 IntlBdUSH 10.81 0.02 -1.2 13.1 GlbTech n 35.23 -0.39 29.0 206.2
Stock 111.03 -0.58 20.1 64.6 MnStFndY n 67.41 -0.27 27.4 78.8 DispValMCI 28.97 -0.60 24.2 55.2 LSCorBndA p 13.51 -0.01 -1.7 19.2 Morgan Stanley Fds A: LmtTrmR 11.33 0.00 1.1 11.3 InvGrdCrBd 10.81 0.00 -1.3 23.0 GMS-fd n 11.73 -0.03 0.6 21.7
TotRetBd 11.27 0.01 -1.1 20.6 RocMuniY n 17.70 -0.02 6.4 29.7 FunLgCpCorI 81.54 0.13 29.9 99.3 LSStrIncA p 14.21 -0.07 3.4 13.9 InsightA p 93.90 -0.91 16.2 239.8 NYMunBd 11.31 -0.01 2.6 16.8 LgTrmCrdtBd 12.86 0.01 -1.2 42.5 GNMA n 9.23 0.00 -1.9 9.2
UltraShBd 10.01 0.00 -0.1 4.4 Sel40Y n 5.96 -0.25 40.1 4.6 IncomeI 6.57 -0.02 -0.4 18.1 SmCpGI 40.05 -0.47 14.4 79.9 Morgan Stanley Fds I: Nuveen Fds: LngDurTotRtrn 10.58 0.02 -1.6 41.9 Growth n 123.79 0.22 27.7 121.7
Heartland Funds: CoreBdY n 6.78 0.00 -1.2 20.3 StratIncmOppI 11.15 -0.05 0.6 19.3 Lord Abbett A: FxInOpp I 5.76 0.00 0.1 15.5 RealEst 24.49 0.05 32.5 46.3 LowDur 9.83 0.00 -0.5 7.6 HelSci n 111.66 -1.72 13.0 79.1
Val Inv n 52.95 -1.60 22.4 49.5 Ivy Funds: USGlbLdrsGrwI 84.15 -0.49 21.2 112.5 Affiltd p 18.57 -0.15 23.2 39.8 Insight I 107.05 -1.03 16.5 242.8 ShTxFrY 10.15 0.00 0.2 6.8 LowDurInc r 8.64 -0.02 2.0 14.1 HiYield n 6.63 -0.03 4.2 23.2
Hennessy Funds: AssetStrA p 26.99 -0.10 14.1 51.8 JPMorgan A Class: Alpha StratA p 30.63 -0.75 17.0 70.9 Morgan Stanley Inst: LTUSG 5.63 0.02 -4.9 33.9 InstEmMEq 46.38 -1.01 -7.0 35.4
FocInv
JapanInst
80.74
51.28
-1.25 31.2 73.1
0.04 3.0 49.0
AssetStr I r
BalancedA p
27.44
30.15
-0.10
-0.11
14.3
15.7
53.0
54.4
CoreBond
CorePlusBd p
11.94
8.50
NA
NA
NA
NA
NA
NA
BdDeb p
CalibrDivGr
8.50
21.85
-0.02
0.00
4.1
23.0
24.9
68.3
CapGrI
CapGrP p
112.18
104.38
-0.50
-0.48
22.6
22.4
227.2
224.8 O ModDur
MortgOppBd
10.36
10.87
-0.01
0.01
-1.3
1.9
13.9
12.6
InstFLRfd r
InstHiYld
9.77
8.79
-0.01
-0.04
4.4
4.3
13.1
23.4
Homestead Funds: CoreEqA t 21.64 0.02 27.9 91.2 EmMktEq t 40.84 NA NA NA CoreFxdInc p 11.11 0.00 -0.9 17.3 CorPlusFxdIncI 11.48 0.00 -0.4 20.4 Oak Associates Funds: MuniBd 10.49 -0.01 2.1 18.9 LgCapGow I 78.28 0.22 27.9 123.7
ShtTmBd n 5.23 -0.01 -0.9 8.8 EmgMktEqFdI 28.61 -0.50 0.7 66.6 EqInc p 23.51 NA NA NA DevGt p 32.06 -0.92 4.9 128.2 Discovery I 47.24 -0.96 9.3 268.5 RedOakTec n 46.21 0.48 23.0 100.4 RAEPLUS r 7.01 NA NA NA InstLCCoreGr 80.47 0.53 23.5 111.0
Value n 57.58 -0.78 23.0 59.8 GlGrFundClA p 64.12 -0.18 18.1 68.8 EqIndx p 71.53 NA NA NA FloatRt p 8.42 -0.02 4.9 7.3 DiscoveryA p p 36.11 -0.74 9.0 265.5 Oakmark Funds Invest: RealRtnI 12.44 -0.03 5.7 28.8 LgCpVal 29.11 -0.46 23.2 47.8
Hotchkis and Wiley: HiIncA p 7.05 -0.01 5.3 20.4 GwthAdv p 37.64 NA NA NA FundlEq p 15.16 -0.17 25.6 46.4 GloFranI t 36.55 -0.15 17.1 64.1 EqtyInc nr 37.08 -0.65 21.1 48.9 RERRStg 9.92 NA NA NA InstSmCap 37.03 -0.74 20.9 86.6
HiYldI 11.48 -0.06 5.8 17.2 HiIncI r 7.05 -0.01 5.5 21.2 Inv Bal p 17.61 NA NA NA GrOppty p 32.75 -0.47 12.4 107.7 InceptionP A p 21.03 -0.71 12.6 277.5 GlbSel nr 25.08 -0.57 19.5 61.6 ShortT 9.78 -0.01 0.0 5.1 IntDis n 99.99 -0.85 10.2 82.1
IntlCorEqI r 21.47 -0.45 14.3 38.1 InvCon p 14.12 NA NA NA HiYldA t 7.54 -0.05 5.9 23.8 InceptionPort I 28.76 -0.96 12.9 280.9 Global n 38.31 -0.90 19.9 56.0 ShtAssetInv 9.97 0.00 -0.1 3.8 IntEqIdx nr 16.85 -0.24 10.9 40.1
I LgCpGwthA p 37.60
LgCpGwthl r 40.41
0.53
0.57
29.9
30.3
123.3
125.4
InvG&I p
InvGrwt p
20.92
26.58
NA
NA
NA
NA
NA
NA
HYMuniBd p 12.95 -0.02 5.7 23.5 IntlEqI 16.99
MorganStanleyPathway:
-0.21 4.9 34.2 IntlSmCp nr 20.10 -0.49 18.9 51.5 StcksPLUSIntlHdg r 9.08
StcksPLUSSmall 11.49
NA
-0.34
NA
18.9
NA
61.4
IntlStk n
IP Bond n
21.96
13.88
-0.36
-0.03
4.4
5.9
47.0
28.6
IncomeA p 2.99 0.00 1.3 24.2 Oakmark n 120.50 -3.27 33.7 75.7
IFP US Equity Fund: LtdTrmI r 10.96 0.00 -0.3 9.1 LgCpGwth p 71.57 NA NA NA IntrTxFr 11.33 -0.01 1.7 15.7 CoreFxIcm n 8.28 0.00 -1.8 19.3 OakmrkInt n 28.87 -0.67 10.7 35.5 StkPlsLgDur 8.87 NA NA NA Japan n 19.16 -0.27 -4.9 51.9
IFP US EquityFd 22.65 -0.59 15.8 71.4 MidCapI 48.82 -0.54 20.0 132.9 MdCpGrw p 49.37 NA NA NA MidCapStk 36.72 -0.47 26.5 45.1 EmgMkt n 16.94 -0.27 -0.2 33.5 Select n 64.35 -1.56 33.9 72.0 StksPLS 14.21 0.05 26.1 84.1 MCapVal n 36.26 -0.93 22.5 46.7
INVESCO A Shares: MdCpGwthA p 43.94 -0.50 19.6 130.1 MdCpVal p 46.35 NA NA NA LgCapEq n 28.51 -0.04 23.5 76.9 StPlTRInst r 14.49 0.04 25.9 84.0 MCEqGr 84.84 -0.63 17.1 82.1
MultiAstBalOppty 14.54 -0.11 11.8 53.0 Oberweis Funds:

AmValA 43.80 -0.95 25.6 41.2 MuniHighIncA t 5.13 -0.01 4.1 15.6 ShrtDurBd p 11.06 NA NA NA MultiAstInc 17.89 -0.11 8.4 38.4 Sm-MdCapEq nr 24.90 -0.49 18.3 67.9 IntlOppInst 18.16 -0.08 7.1 97.4 TotRetESG 9.38 -0.01 -1.2 18.4 MD Bond n 11.16 -0.01 2.6 15.8
Invesco Fds Investor: ScTechA p 104.76 0.67 17.3 128.1 Sm Cap p 68.23 NA NA NA Munder Funds: TotRt 10.30 0.00 -1.0 17.7 MidCap n 131.78 -0.99 16.5 80.0
ShDurTxFr 15.81 -0.01 0.2 7.1 Old Westbury Fds:
DivrsDiv n 22.77 -0.45 15.8 35.2 ScTechI r 120.00 0.76 17.5 129.4 SmCapGrw p 25.73 NA NA NA MndrIntlSmCpInv r 18.43 -0.34 13.0 56.6 TRII 9.63 0.01 -1.5 17.8 N Asia n 25.16 -0.17 0.2 63.6
ShtDurIncmA p 4.17 0.00 1.1 10.2 AlCpCore n 27.58 0.05 25.1 93.4
GlHltCr pn 49.22 -0.46 9.3 55.4 SmCapGrA t 23.26 -0.36 9.0 75.0 SR2020 p 19.26 NA NA NA Munder Funds Cl Y: TrndsMgdFutStrgy 11.93 -0.05 17.2 39.9 N Inc n 9.74 0.00 -0.5 16.7
TaxFr p 12.10 -0.01 3.0 19.9 FixInc pn 11.25 0.02 -1.8 12.2
Tech n 83.40 0.26 23.4 139.2 SmCapGrI r 33.54 -0.52 9.4 77.0 SR2030 p 22.59 NA NA NA MndrSCVClY p 48.17 -1.05 34.8 47.8 PIMCO Funds: NAmer n 83.81 -0.42 22.6 130.9
TotRet p 10.53 -0.01 -0.2 17.6 LrgCpStr n 20.52 -0.02 19.7 63.9
Invesco Funds A: SR2040A p 26.91 NA NA NA Mutual Series: IncomeFd 11.95 -0.04 1.6 15.4 New Era n 39.87 -1.03 22.1 25.4
ValOpps p 24.39 -0.24 27.2 64.0 MuniBd pn 12.36 -0.01 -0.8 10.4
500InxA p
ActiveAllA
50.39
16.91
0.18
-0.09
26.1
15.0
81.2
53.3
J USEquity
ValAdv t
24.07
44.95
NA
NA
NA
NA
NA
NA
Lord Abbett C:
BeacnZ n
GlbDiscA
18.75
32.89
-0.47
-0.77
14.5
17.9
40.0
30.0
OWstbryNYMuBndFdn 10.46 0.00 -0.5 NS
StcksPLUSIntlHdg 8.96
TotRet 10.30
NA NA NA
0.00 -1.5 15.6
NHoriz n
OverS SF nr
97.43
13.49
-1.46
-0.18
18.4
12.0
143.0
42.7
BdDeb 8.52 -0.03 3.5 22.4 Sm&MdCapStrategi n 19.90 -0.38 8.0 53.8
AMTFrNY p 12.22 -0.01 4.2 20.8 Janus Henderson: JPMorgan C Class: GlbDiscz n 33.73 -0.79 18.2 31.0 PIMCO Funds A: QMUSSmCpGrEq n 54.03 -0.89 13.2 70.9
ShtDurIncmC t 4.19 -0.01 0.3 7.9 Optimum Funds Inst:
BalancedRiskAllA 12.33 -0.08 10.1 36.1 Balanced C 46.61 0.15 15.3 53.8 InvBal p 17.27 NA NA NA QuestA t 14.34 -0.26 9.6 12.8 AllAsset 13.10 NA NA NA SpectConsAllo n 22.94 -0.10 7.8 36.7
Lord Abbett F: Fixed Inc 9.83 0.00 -1.7 18.0
CapApprA p 93.34 0.81 27.2 124.6 Balanced S 47.18 0.15 15.9 56.3 InvConsvGr t 14.04 NA NA NA QuestZ n 14.61 -0.27 9.8 13.6 HiYld 8.99 -0.04 2.6 21.6 SpectModerAllo n 29.41 -0.15 11.5 48.7
Chart 22.42 -0.10 27.0 72.5 Balanced T n 47.30 0.16 16.1 57.5 BdDeb 8.49 -0.02 4.3 25.3 Intl Eqty 16.01 -0.27 9.2 37.8
JPMorgan Funds: SharesZ n 29.59 -0.60 18.8 29.9 HiYldMuniBd 9.91 -0.01 5.0 23.9 SpectModerGwAllo n 47.03 -0.31 15.3 59.9
CmstA 31.17 -0.84 29.9 46.0 Contrarian T n 32.42 -0.58 20.9 105.2 Fl EmMktEq L 42.27 NA NA NA DevGt p 34.38 -0.98 5.0 129.2 LgCpGrwth 30.28 0.22 22.4 107.2 IncomeFd 11.95 -0.04 1.8 16.2 R2005 n 15.22 -0.08 8.5 36.9
CoreBdA p
CpBdA
6.82
7.80
0.00
-0.01
-1.6
0.4
19.1
29.4
Enterprise Inst 99.91
Enterprise T n 181.43
-1.13
-2.12
16.1
16.4
78.9
79.7
MdCpVal L
USEquity L
47.81
24.22
NA
NA
NA
NA
NA
NA
FloatRt p
HiYld p
8.41
7.54
-0.02
-0.04
5.0
6.2
7.6
24.3 N LgCpVal
SmCpGrwth
22.10
22.59
-0.35
-0.28
23.6
16.3
48.6
117.7
IntlBdUSH
InvstGrCrBd
10.81
10.81
0.02
0.00
-1.6
-1.6
11.8
21.6
R2010 n
R2015 n
20.05
16.47
-0.10
-0.09
9.3
10.1
39.5
42.4
DevMkt 41.62 -0.60 -3.1 45.2 Forty A p 61.58 0.15 27.5 136.3 JPMorgan I Class: HYMuniBd 12.96 -0.02 5.8 23.8 Nationwide Fds R6: SmCpVal 17.17 -0.36 27.2 44.5 LowDurA 9.83 0.00 -0.7 6.7 R2020 n 25.26 -0.14 11.0 46.0
DevMktA 54.09 -0.95 -0.4 43.1 Forty S 58.43 0.15 27.4 135.3 CoreBond 11.93 NA NA NA Income 2.99 0.00 1.4 24.0 IntIdxR6 9.36 -0.12 11.2 39.3 Osterweis Strat Income: LowDurInc 8.64 -0.02 1.7 12.7 R2025 n 21.80 -0.13 12.5 51.2
DiscFdA p 135.76 -1.52 23.8 138.5 GlbEqIncA 6.79 -0.08 8.5 24.9 CorePlusBd 8.50 NA NA NA IntrTxFr 11.33 -0.01 1.8 16.1 Nationwide Fds Serv: OsterweisStrInc n 11.56 -0.03 5.1 19.0 MuniBdA 10.49 -0.01 1.8 17.8 R2030 n 32.55 -0.23 14.4 56.6
DisMdCpGrA 37.65 0.00 23.7 130.6 GlbResch T nr 115.86 -1.17 18.9 75.4 EmMktEq I 41.90 NA NA NA NatlTxF p 12.09 -0.01 3.0 20.3 IDAggr p 11.27 -0.09 17.4 57.1 RealRtnA 12.44 -0.03 5.3 27.3 R2035 n 24.67 -0.20 16.1 61.6
DivIncm p 26.10 -0.53 15.5 27.9 GblResh Inst 72.03 -0.74 19.0 76.0 EqInc 23.96 NA NA NA ShtDurIncm
ShtDurTxF p
4.17
15.82
0.00
-0.01
1.2
0.4
10.6
7.5
IDMod p 10.93 -0.05 11.4 42.1 PQ ShtTmA 9.78 -0.01 -0.2 4.3 R2040 n 35.81 -0.32 17.7 65.9
DivrsDiv p 22.77 -0.46 15.8 34.9 GlbSel T n 20.46 -0.30 16.8 63.4 EqIndx 71.64 NA NA NA IDModAggr p 11.30 -0.07 14.9 52.1 StksPLSTR 14.12 0.03 25.4 81.8 RealEst n 21.91 0.01 39.4 39.0
EqIncA 12.68 -0.19 16.6 42.9 GlLifeSci T nr 74.41 -1.68 4.8 60.8 GrAdv r 39.40 NA NA NA TotRet 10.53 -0.01 0.0 18.0 Natixis Funds: PACE Funds Cl P: TotRetA 10.30 0.00 -1.3 16.5 Ret2025A p 21.62 -0.13 12.3 50.2
EqInvA 17.47 -0.11 16.4 58.7 GlTech T nr 66.41 -0.03 24.0 166.4 GvBd 10.90 NA NA NA Lord Abbett I: InvGradeBdA p 11.44 -0.01 0.1 21.8 IntlEqty P 19.39 -0.18 13.3 43.7 PIMCO Funds C: Ret2045 n 24.92 -0.24 18.6 68.5
EqWtdA p 84.76 -1.04 26.2 67.9 Grw&Inc T n 80.53 0.05 25.5 64.9 HighYld 7.27 NA NA NA BdDebentr 8.45 -0.03 4.3 25.6 InvGradeBdY 11.45 -0.01 0.3 22.7 LgGrEqty P 33.17 NA NA NA IncomeFd 11.95 -0.04 1.2 13.6 Ret2045R 24.28 -0.23 18.1 66.0
FltgRate p 7.35 -0.01 6.1 11.9 MdCpVal T n 18.36 -0.30 16.6 35.3 IntlEq 22.43 NA NA NA DevlpGro 40.98 -1.17 5.2 130.0 LSGrowthY 28.07 -0.09 21.3 102.8 LgVEqty P 25.82 -0.68 23.0 34.9 PIMCO Funds I2: Ret2055 n 21.64 -0.20 18.8 68.6
GblAllocA 23.96 -0.16 10.6 43.1 Overseas T nr 44.24 -0.83 12.3 58.4 IntmdTFBd 11.16 NA NA NA FloatRt 8.43 -0.02 5.3 8.0 USEqOppsA 47.31 -0.71 25.7 88.7 StraFxd P 14.07 -0.02 -1.0 20.3 All Asset 13.13 NA NA NA Ret2055 21.40 -0.21 18.5 67.3
GblStrIncmA p 3.55 -0.02 -4.4 8.4 Resh T n 79.23 0.22 23.4 112.2 InvConGw 14.22 NA NA NA HiYld 7.58 -0.04 6.3 24.6 Neuberger Berman Fds: Pacific Life Funds: CommdtyRR 6.56 NA NA NA RetBal Inc n 17.07 -0.09 8.8 37.4
GlbOppA p 81.21 -1.44 3.9 71.0 SCVal T n 25.97 -0.46 22.3 32.4 InvGrwth 27.32 NA NA NA ShtDurInc p 4.16 -0.01 1.0 10.6 EmgMktInst 23.01 -0.30 -0.9 32.4 PortOptModAggClA p 17.26 NA NA NA ComPLUSStrtgyFd 7.88 NA NA NA SciTec n 62.86 -0.73 14.1 135.2
Glcoreeq p 16.82 -0.20 15.1 50.6 Venture T n 113.44 -2.32 12.1 78.4 LgCapVal 20.17 NA NA NA LSVValEq : EqIncInst 15.36 -0.03 17.6 38.5 PortOptModClA r 15.70 NA NA NA DivInc 11.09 NA NA NA Sht-Bd n 4.80 0.00 0.1 9.7
GlGr 32.43 -0.26 10.1 62.6 Jensen I : LgCpGwth 73.15 NA NA NA LSVValEq 32.16 -0.85 25.6 40.1 GenesInst 83.88 -0.86 19.3 76.7 Palmer Square: EmgMkBd 10.31 -0.03 -1.9 21.2 SmCap n 68.29 -1.37 29.4 65.0
GlHltCr 49.21 -0.46 9.3 55.4 Jensen I 69.15 0.91 25.7 80.2 MdCpGrw 59.86 NA NA NA HiIncBdInst 8.67 -0.04 3.4 22.7 Income Plus 10.06 0.00 1.2 9.5 GNMAGvtSec 11.22 0.01 -0.6 14.0 SmCapStk n 77.60 -1.57 21.4 86.9
GrIncA 28.88 -0.62 26.2 44.3 JensenQualGrJ n: MdCpVal 47.05 NA NA NA M IntrinsicValInst 24.62 -0.64 26.2 77.4 Parnassus Fds:
ParnEqFd n 62.77 -4.12 25.5 87.1
HiYld 8.99 -0.04 2.9 22.5 SpecGr n 29.41 -0.25 21.3 72.6
GrowAlloc p 18.13 -0.09 14.7 47.9 JensenQualGrJ n 69.16 0.91 25.5 79.0 MidCapEq 67.55 NA NA NA LCVal Inst 45.48 -1.41 25.1 66.1 HiYldMuniBd 9.91 -0.01 5.2 24.7 SpecInc n 13.01 -0.06 2.3 20.9
Hyld 3.96 -0.01 3.4 18.3 John Hancock: MtgBckd 11.38 NA NA NA MainStay Fds A: LgShInst 18.10 -0.05 9.0 39.7 Parnsus n 67.77 -2.08 13.5 73.8 Income 11.95 -0.04 2.1 17.3 SpecIntl n 17.05 -0.26 7.2 46.3
HYMuA 10.38 -0.01 5.7 22.0 500Index1 51.62 0.18 26.3 82.5 ShtDurBnd 11.08 NA NA NA ConvtA 25.48 -0.35 10.7 77.4 MidCapGroR6 23.80 -0.16 19.6 113.0 Pax World Fds: IntlBdUSH 10.81 0.02 -1.3 12.8 SuMuInc n 12.50 -0.01 2.7 17.5
IntlBdA p 5.05 -0.06 -11.6 5.2 BondI 16.29 -0.02 -0.4 21.2 SmCap 80.70 NA NA NA HiYldBdA 5.62 -0.01 4.2 20.8 NeubCrBdInst 10.61 0.00 -1.0 20.6 SustAll Inv n 29.96 -0.10 14.5 56.0 InvstGrCrBd 10.81 0.00 -1.4 22.7 SuMuInt n 12.31 -0.01 1.2 14.5
IntlDivA 24.08 -0.23 7.5 55.1 BondR6 16.32 -0.02 -0.3 21.7 SmCapGrw 29.41 NA NA NA IncBldr 21.77 -0.20 8.5 33.2 REInst 18.48 0.06 32.6 62.8 Paydenfunds: LowDurInc 8.64 -0.02 1.9 13.7 TaxEfEqty nr 63.96 0.43 25.7 122.6
IntlGrow 34.30 -0.20 6.0 47.6 CapApprNAV 25.77 0.38 24.8 153.9 TxAwEq 51.73 NA NA NA LgCpGrA p 15.48 0.19 30.0 132.3 StrIncInst 11.37 -0.04 2.7 21.9 HiInc n 6.87 -0.02 5.7 30.0 LwDur 9.83 0.00 -0.6 7.3 TF Incom n 12.66 -0.01 5.6 20.6
IntlGrowA p 53.62 -0.03 13.6 71.7 ClassicVal I 39.70 -1.37 26.2 38.5 USEquity 24.17 NA NA NA TxFrBdA 10.66 -0.01 1.5 17.3 SustainableEqIns 50.94 -0.49 20.7 67.9 LowDur n 10.11 0.00 0.1 8.2 MuniBd 10.49 -0.01 2.0 18.5 TF Incom n 10.46 0.00 2.4 16.8
IntlSmCoA 64.02 -0.61 15.5 67.7 DispVal I 26.07 -0.49 25.7 42.6 USLgCpCorPls 30.87 NA NA NA MainStay Fds I: Neuberger Berman Inv: LtdMat n 9.51 0.00 0.3 5.5 RealRtn 12.44 -0.03 5.6 28.4 TFSI n 5.69 -0.01 0.0 8.3
IntTMIA p 11.50 0.00 2.3 14.8 DispValMdCpR6 28.98 -0.60 24.3 55.7 USRechEnhEq 40.72 NA NA NA EpochGlb r 20.14 -0.30 13.4 27.9 Focus n 37.81 0.57 27.0 86.1 Pear Tree: ShtTm 9.78 -0.01 0.0 4.8 TotIndex n 52.36 -0.06 24.8 82.1
InvescoFd p 28.31 -0.66 1.1 113.3 DispValR6 26.14 -0.49 25.8 43.1 ValAdv 45.26 NA NA NA MacKaySTMuni 9.69 -0.01 0.3 5.9 Genes n 83.85 -0.86 19.1 75.8 ForeignVal I r 24.07 -0.41 7.8 24.9 TotRt 10.30 0.00 -1.1 17.3 U.S.EqResch n 46.29 0.15 26.2 87.1
InvGloblFdA 138.44 1.24 19.8 91.3 IntlGrwI 40.99 -0.37 11.5 66.4 JPMorgan Inst Class: S&P500IdxA 61.02 0.22 26.1 81.5 Guard n 30.31 0.24 28.8 118.7 PearValR6 12.35 -0.20 8.0 25.4 PIMCO Funds Instl: USLrgCpCore n 38.03 0.01 24.0 73.4
LmtdTrmMunInc p 11.47 -0.01 0.3 9.0 MdCpIdxI 25.11 -0.27 25.3 61.4 ValAdv L 45.34 NA NA NA TRBd 11.20 0.02 -0.4 21.1 IntlEqInst r 16.89 -0.19 13.4 57.7 PearValSCapInst 17.09 -0.09 14.8 40.0 ComPLUSStrtgyFd 7.97 NA NA NA USTInter n 5.97 0.01 -2.9 14.2
MnStFndA 67.84 -0.27 27.2 77.6 Science&TechI 39.53 -0.06 17.2 153.0 JPMorgan R Class: Mairs&Power: LCVal n 45.47 -1.41 25.0 65.3 Perm Port Funds: DynamicBd 10.65 -0.01 0.3 10.4 VABond n 12.48 -0.01 1.9 16.0
MnStOpA p 29.45 0.01 27.1 88.6 TotalStkMktIdxI 30.91 -0.07 24.6 82.7 CoreBond 11.95 NA NA NA MairsPwrBal n 121.55 -0.40 16.8 48.6 MdCpGrInv n 23.78 -0.16 19.3 111.2 Permanent n 51.02 -0.61 11.1 51.9 GNMAGvtSec 11.22 0.01 -0.5 14.3 Value n 52.22 -0.58 27.6 66.0
MnStSmCpA p 33.38 -0.31 21.3 59.3 VolGrw1 13.57 -0.09 13.0 28.2 CorePlusBd 8.51 NA NA NA MairsPwrGr n 174.70 -0.31 28.8 78.8 Neuberger Berman Tr: PGIM Funds Cl A: IncomeFd 11.95 -0.04 2.2 17.6 Price Funds - Adv Cl:
ModInvA 13.26 -0.06 11.0 43.8 John Hancock Class 1: HighYld r 7.28 NA NA NA Marsico Funds: Genes n 83.72 -0.86 19.0 75.4 2020FcA 21.85 -0.07 24.8 99.2 InflRespMulAsset 9.35 -0.05 13.1 34.0 BlChip p 199.25 1.32 23.0 108.7
MunInA 13.80 -0.01 3.0 18.7 BlueChipGrw 68.51 0.56 22.3 107.5 LimDurBd 10.12 NA NA NA Focus pn 28.46 0.42 23.9 139.5 GenesisFdR6 83.86 -0.85 19.4 77.2 Balanced 19.48 -0.07 13.6 41.8 RAEPLUSIntl 6.41 NA NA NA CapAppA p 39.58 0.03 17.4 67.6
QualityIncomeA 11.42 -0.01 -1.5 11.9 CapAppr 25.63 0.38 24.7 153.6 MtgBckd 11.38 NA NA NA Mass Mutual: New Covenant Funds: HighYield 5.52 -0.04 4.9 25.6 Pioneer Funds A: Growth p 120.21 0.21 27.4 119.9
RchHiYldMuniA 8.14 -0.01 6.0 29.8 LSAggr 18.90 -0.24 17.6 66.1 ShtDurBnd 11.08 NA NA NA SelBluChipGroClI 36.70 NA NA NA Growth n 64.61 0.01 25.1 82.1 JennBlend 30.08 -0.19 24.8 90.1 AMTFreeMuniA p p 15.58 0.00 0.8 20.6 R2020A p 24.98 -0.14 10.8 44.9
RealEst p 23.52 -0.02 30.9 39.3 LSBalncd 16.97 -0.14 11.8 48.2 SmCpEqR5 81.07 NA NA NA MassMutual Premier: Nicholas Group: JennGrowth 73.36 1.10 24.5 151.5 BondA 10.08 0.00 0.4 19.8 R2030A p 32.15 -0.22 14.2 55.4
RisingDivA 27.80 0.02 22.1 67.5 LSConserv 13.86 -0.06 3.5 26.2 SmCpVal 36.40 NA NA NA CoreBdI 11.34 0.01 0.8 21.5 Nch II I 38.17 -0.23 21.0 77.1 JennHealthSci 52.72 -0.66 5.5 63.4 CoreEqA 27.70 -0.12 22.8 79.7 R2035 24.47 -0.20 15.9 60.3
RochAMTFrMuni 7.90 0.00 3.5 26.1 LSGwth 18.18 -0.19 14.9 57.7 USEqR5 24.23 NA NA NA MassMutual Select: NchLt I 39.48 -0.60 19.4 74.9 JennMidCapGrowth 24.33 -0.26 15.1 111.2 DiscGrA 23.01 0.25 24.2 112.6 R2040A p 35.36 -0.32 17.4 64.7
RochCAMuni 9.22 0.00 3.1 22.1 LSModer 14.98 -0.09 7.8 37.0 USRechEnhEq 40.67 NA NA NA BlackRockGlAllCi 13.59 -0.10 7.9 47.0 Nich n 90.49 0.16 25.6 86.7 JennSmallCompany p 30.32 -0.65 30.4 95.0 EqIncA 43.15 -0.71 21.5 40.0 Ret2045-A p 24.67 -0.23 18.4 67.2
RochLmtTrNYMuni p 3.06 0.00 2.2 14.4 RetCho2015 12.02 -0.01 2.6 21.0 JPMorgan R5 Class: BlChpGrR5 36.59 NA NA NA Northern Funds: JennUtility 17.40 0.02 9.9 40.2 HighIncMuniA 7.51 0.00 5.6 18.3 Ret2050-A p 20.84 -0.20 18.5 67.5
RochPAMuni 11.61 0.00 3.9 23.7 RetCho2025 13.29 -0.03 4.8 31.1 SR2020 R5 19.38 NA NA NA IdxEqI 23.45 0.09 26.6 83.8 ActMIntlEq nr 14.03 -0.21 14.9 49.7 NationalMuni 15.15 -0.01 0.8 14.3 MdCapVa 29.57 -0.45 26.2 47.7 Price Funds - R Cl:
RoMu A p 17.69 -0.02 6.1 28.7 RetCho2030 14.89 -0.03 8.3 40.7 SR2030 R5 22.74 NA NA NA MCGrEqIII 33.10 -0.36 17.2 85.8 BdIdx n 10.80 0.00 -1.7 16.8 ShrtTermCorpBond 11.16 -0.01 -0.6 11.8 PioFdA 43.98 -0.10 27.4 95.6 BlChipR p 189.91 1.25 22.7 107.1
SenFltRtA 7.15 -0.01 8.7 2.7 RetCho2035 16.06 -0.06 11.6 48.4 SR2040 R5 27.10 NA NA NA MCpGrEqIIS 32.64 -0.36 17.0 85.3 CAIntTxEx n 10.90 NA NA NA TotalReturnBond p 14.56 0.00 -1.9 19.0 SelMCGrA 61.52 -0.88 13.1 98.0 ExtIndex nr 44.00 -0.99 18.5 82.3
GrowthR p 115.12 0.19 27.1 118.2 Schwab Funds: CorePlsBd 10.89 0.00 -0.3 19.5 CrnstModAggr n 30.39 -0.16 10.5 35.6 MuLTAdml n 12.16 -0.02 1.8 19.9 STAR n 34.30 -0.19 10.8 59.3 LowDurCrPlBd I 10.89 -0.01 0.2 10.1 IdxAstAllA 46.33 0.14 14.7 54.2
R2020R p 24.64 -0.14 10.5 43.8 1000 Inv nr 104.65 0.11 25.2 85.5 TIAA-CREF/Retail Cl: ExtMktIn n 30.66 -0.62 20.7 86.8 MuLtdAdml n 11.17 -0.01 0.3 8.9 STFed n 10.87 0.00 -0.5 9.1 VirtusFunds Cl A: OmegaGwth 88.11 -1.05 19.7 123.3
R2030R p 31.75 -0.23 13.9 54.3 Balanced n 20.09 NA NA NA EqIdx n 35.32 -0.04 24.7 82.7 Gr&Inc n 28.31 -0.01 21.8 60.5 MuShtAdml n 15.89 0.00 0.2 5.2 STIGrade n 10.83 -0.01 -0.4 11.5 MidGrA 74.52 -1.89 9.5 150.2 OpptyA 61.41 -0.28 23.4 80.2
R2040R p 34.98 -0.32 17.1 63.4 CoreEq n 29.93 0.01 23.9 66.9 Gro&Inc n 29.33 -0.02 25.2 81.9 Gr&TxStr n 26.61 0.05 13.7 45.8 NJLTAdml n 12.72 -0.01 2.6 21.2 STIPSixInv 26.22 -0.01 5.4 15.7 MulSStA p 4.73 0.00 0.5 11.0 PremLgCoGrthA 20.47 -0.12 21.3 117.6
Ret2025-R p 21.30 -0.13 12.0 49.0 DivEqSel n 16.93 -0.23 22.6 34.2 LrgCpGro n 27.17 0.13 19.8 116.8 Grwth n 41.63 0.19 21.7 103.6 NYLTAdml n 12.18 -0.01 2.1 19.0 StratgcEq n 47.13 -0.81 30.1 67.8 SmCapSusA 56.97 -1.15 9.5 111.6 SpecTech 23.15 0.20 21.9 167.3
Ret2035-R 24.09 -0.19 15.7 59.2 FunIntlLgInst nr 10.41 -0.22 13.3 32.2 MgdAlloc n 14.96 -0.09 10.1 47.4 HiIncm n 7.82 -0.03 4.5 19.4 PacifAdml n 99.89 -0.94 2.8 35.3 StrSmCpEqInv n 47.28 -1.01 33.8 59.6 StratGrA p 31.51 -0.12 19.1 138.8 SpSmCpValA p p 45.40 -1.28 27.9 49.4
Ret2050-R 20.57 -0.20 18.3 66.2 FunUSLgInst nr 23.41 -0.33 28.0 65.1 SocChEq n 27.15 -0.11 25.1 83.9 Inco n 13.60 0.00 0.4 21.7 PALTAdml n 12.11 -0.01 2.0 20.1 STTsry n 10.64 0.00 -0.7 7.9 TactAllA p 14.65 -0.07 11.2 82.1 StrMunA 9.27 0.00 0.8 9.8
PRIMECAP Odyssey Fds: HlthCare n 30.51 -0.21 17.0 48.4 TIAA/CREF Funds: IncStk n 20.92 -0.26 21.7 40.8 PrmcpAdml nr 188.61 -0.84 22.6 72.8 TgtRe2015 n 16.66 -0.02 5.9 32.3 VirtusFunds Cl I: Wells Fargo Adv Inst:
AggGrowth nr 60.81 -0.87 13.3 70.8 InflProSel n 12.77 -0.01 6.1 28.2 BdIdxInst 11.21 0.01 -1.7 16.9 Intl n 30.11 -0.51 15.0 39.6 RealEstatAdml n 154.99 -0.46 31.2 50.4 TgtRe2020 n 37.14 -0.08 8.3 39.5 EmMktI 12.66 -0.02 -4.7 31.4 CoreBd 13.10 0.01 -1.6 18.3
Growth nr 51.32 -0.92 21.0 64.8 IntI Sel nr 24.44 -0.34 11.1 39.9 EqIdxInst 34.73 -0.04 25.0 84.2 IntmTerm n 13.85 0.00 1.8 15.8 S&PSC600Idx 433.50 -9.70 28.4 57.4 TgtRe2025 n 23.68 -0.07 9.9 44.8 ForOppI 36.20 -0.09 11.8 59.0 Growth 67.03 -1.00 13.7 124.5
Stock nr 43.66 -0.47 24.2 61.5 IntlMstr nr 30.43 -0.52 9.0 60.8 EqIdxRet 35.21 -0.04 24.7 82.9 LgTerm n 13.86 0.00 2.9 18.2 SmCapAdml n 111.32 -2.54 20.4 67.0 TgtRe2030 n 45.20 -0.17 11.5 48.8 IntSmCapI 25.65 -0.17 9.6 67.6 MdCpVal 54.17 -0.73 25.2 59.8
Principal Investors: MT AllEq n 24.30 NA NA NA Gr&IncInst 20.60 -0.01 25.5 83.4 Nasdaq100 n 45.85 1.04 28.9 153.2 SmGthAdml n 103.26 -2.90 10.1 84.7 TgtRe2035 n 28.51 -0.12 13.0 52.6 MulSStI 4.74 0.00 0.7 11.8 ShDurGovBdI 9.65 0.00 -0.9 7.3
CapApprA p 69.74 0.13 25.9 84.5 MT Bal n 21.75 NA NA NA Gr&IncRet 21.05 -0.01 25.2 82.0 ntTerBd n 10.90 0.01 0.9 23.2 STBondAdml n 10.66 0.00 -0.9 9.9 TgtRe2040 n 50.74 -0.25 14.6 56.6 QualitySmCapI 29.48 -0.78 20.5 73.9 UlStInc 8.58 -0.01 0.3 7.0
ConBalA p 14.03 -0.05 9.1 34.5 MT Gro n 28.24 NA NA NA HgYldInst 9.54 -0.04 3.7 20.4 S&PIdx n 64.26 0.27 26.2 87.3 STCorpIx n 22.23 -0.02 -0.4 12.5 TgtRe2045 n 32.76 -0.18 16.2 60.6 SmCapSusI 58.74 -1.19 9.7 113.3 UlStMuInc 9.59 0.00 0.2 3.7
DivIntlInst 16.43 -0.12 9.9 50.9 S&P Sel n 72.71 0.26 26.6 84.1 InflLkdBdInst 12.57 -0.01 5.5 21.9 SciTech n 36.83 -0.77 3.3 124.5 STFedAdml n 10.87 0.00 -0.4 9.4 TgtRe2050 n 52.93 -0.30 16.5 61.1 SmCpCorI 55.16 -0.42 19.2 88.3 Western Asset:
EqIncIA p 41.94 -0.44 19.2 50.9 SmCp Sel nr 40.80 -1.18 19.6 63.0 IntlEqIdxInst 23.56 -0.32 11.2 39.9 ShtT n 10.63 0.00 1.1 6.9 STIGradeAdml n 10.83 -0.01 -0.3 11.8 TgtRe2060 n 50.76 -0.29 16.4 61.0 Vivaldi Merger: CoreBondA 13.10 NA NA NA
FlIncA p 13.59 -0.04 6.3 26.5 SmCpEqSel nr 24.38 -0.54 30.7 49.0 IntlEqIdxRet 24.07 -0.34 10.9 38.8 ShtTBdA n 9.28 0.00 1.1 11.5 STIPSIxAdm n 26.25 -0.02 5.4 15.9 TgtRet2055 n 57.46 -0.33 16.5 61.0 Arbitrage Fund 11.40 -0.01 5.2 16.7 CoreBondI 13.10 NA NA NA
HighYldA p 7.32 -0.02 4.7 22.4 Trgt2020 nr 16.26 NA NA NA IntlEqInst 14.61 -0.24 11.4 47.8 SmCpStk n 22.46 -0.59 21.9 73.3 STsryAdml n 10.64 0.00 -0.6 8.2 TgtRetInc n 15.57 -0.01 5.4 30.4 Voya Fds: CoreBondIS 13.12 NA NA NA
HiYld IN 9.36 -0.03 4.1 19.8 Trgt2030 nr 19.09 NA NA NA LC2020Ret 15.24 -0.07 8.3 39.2 TarRet2030 n 14.53 -0.10 11.5 38.0 STTresIdx n 20.40 0.00 -0.5 7.1 TotIntBdIxInv 11.45 0.04 -1.5 12.7 GNMA A 8.40 0.00 -0.8 10.2 CorePlusBdA 11.93 NA NA NA
InfPro IN 9.98 -0.02 5.5 26.6 Trgt2040 nr 20.79 NA NA NA LC2025Ret 16.17 -0.08 9.6 43.4 TarRet2040 n 14.97 -0.12 15.0 43.7 TotBdAdml n 11.24 0.01 -1.6 17.4 USGro n 79.00 0.55 20.4 143.7 GrOppI 69.21 1.07 23.2 104.8 CorePlusBdI 11.94 NA NA NA
LgCpStA p 27.23 0.10 26.2 81.7 TSM Sel nr 83.19 -0.09 25.2 84.3 LC2030Ret 16.99 -0.10 11.1 47.8 TarRet2050 n 15.59 -0.14 16.8 48.1 TotIntBdIdxAdm n 22.89 0.08 -1.5 12.8 WellsI n 29.75 -0.20 6.9 32.9 InmdBdI 10.26 NA NA NA CorePlusBdIS 11.94 NA NA NA
LgIndxI 27.26 0.10 26.4 83.2 TxFrBd n 12.09 -0.01 0.5 13.7 LC2035Ret 18.00 -0.12 12.6 52.2 TarRetIncm n 12.25 -0.05 6.0 27.6 TotIntlAdmIdx nr 34.92 -0.53 9.3 41.8 Welltn n 51.08 -0.07 16.8 51.9 TRPGrEqI 126.85 0.28 27.9 121.8 IntermedBdIS 11.01 0.00 -1.9 15.4
LgIndxJ tn 26.92 0.10 26.3 82.1 USSmCoIdx nr 19.86 -0.43 31.9 59.6 LC2040Inst 13.12 -0.10 14.5 57.7 VA Bd n 11.65 0.00 1.6 14.5 TotStAdml n 117.54 -0.13 25.2 84.8 Wndsr n 26.17 -0.55 24.5 59.8 IntermTermMuniA 6.55 -0.01 2.0 13.8
LT2020 In
LT2020J tn
15.79
15.68
-0.08
-0.07
9.1
9.0
41.5
40.8
Segall Bryant & Hami:
SmallCapVal Inst 15.71 -0.51 17.7 42.5
LC2040Ret 18.87 -0.15 14.2 56.6 ValueFd n 19.10 -0.38 21.9 37.9 TxMBal nr 42.29 0.02 12.4 46.9 WndsrII n
VANGUARD INDEX FDS:
48.93 -0.46 27.1 72.3 WXYZ IntermTermMuniI 6.55
ManagedMuniA 16.70
-0.01
-0.02
2.3
2.7
14.4
16.2
LC2045Ret 16.21 -0.14 16.0 60.9 WldGr n 33.01 -0.19 17.6 69.5 TxMCapAdml n 246.08 0.24 25.6 86.7
LT2030In 17.60 -0.10 12.7 51.8 SEI Portfolios: LCIdx2010Inst 18.73 -0.04 7.0 36.4 TxMIn nr 16.69 -0.24 11.4 42.8 500 434.46 1.56 26.5 83.5 Wasatch: ManagedMuniI 16.73 -0.01 2.9 16.9
LT2030J tn
LT2040I
17.52
19.47
-0.10
-0.13
12.5
15.5
51.2
59.4
CoreFxIn F
EMktDbt F
11.46
9.82
0.00
-0.10
-1.7
-5.8
19.3
12.6
LCIdx2020Inst 21.51 -0.05
LCIdx2025Inst 23.33 -0.07
8.7
10.1
41.9
46.0
V TxMSC nr
USGroAdml n
94.91
204.78
-2.08
1.42
28.8
20.5
58.0
144.4
EmgMktInstPl 107.28
ExtndIstPl 363.12
-1.82
-8.29
3.4
18.8
41.4
85.5
CoreGr n
IntlGr n
114.77
40.47
-0.77
-0.12
25.4
16.6
109.0
74.4
SMAShCrPlCp n 9.01
SmashSerC n 9.63
-0.10
-0.05
-0.8
1.2
23.8
19.1
LT2040J tn 19.24 -0.13 15.3 58.6 HiYld F 7.05 -0.03 9.1 26.3 LCIdx2035Inst 27.13 -0.11 13.1 54.4 VALIC: UtilIxAd nr 74.01 0.69 10.0 31.6 FTAIWdInPl 130.60 -1.93 8.8 41.6 MicCap n 13.29 -0.42 12.0 144.7 SmashSerM n 10.70 NA NA NA
LT2050I 20.20 -0.16 17.2 63.8 IntlEmg F 14.50 -0.15 0.6 38.0 LCIdx2040Inst 28.75 -0.13 14.8 58.6 CoreVal 13.37 -0.27 19.0 35.8 ValAdml n 55.62 -1.06 21.9 44.8 Growth 167.65 3.05 28.8 134.7 SmCapGr n 65.91 -1.40 16.0 134.2 TotalRetUnconI 10.51 NA NA NA
MdGrIII Inst 18.42 -0.11 20.0 110.1 IntlEq F 13.92 -0.16 10.0 41.8 LCIdx2045Inst 29.72 -0.15 16.5 62.9 FrgnVal 10.96 -0.34 8.1 23.9 WdsrllAdml n 86.83 -0.81 27.2 72.8 IdxIntl 20.88 -0.31 9.3 41.6 SmCapV n 11.68 -0.16 28.6 61.4 Westwood Income Oppo:
MidCpBldA 43.59 -0.37 24.2 97.1 IntMuni F 12.16 -0.02 1.3 15.5 LifeStkIdx 40.80 -0.04 25.0 84.0 GlobEq 10.02 -0.16 1.9 37.5 WellsIAdml n 72.08 -0.47 7.0 33.1 ITTresIdx Inst 28.07 0.03 -2.6 14.0 UltraGr n 53.15 -1.24 12.4 153.2 WwIncOpFdInstl 13.93 -0.07 7.9 34.7
PreSecI 10.41 -0.02 2.9 24.0 LgCapGr F 58.01 0.61 27.1 116.4 LrgCpGrIdxInst 63.54 1.13 28.8 131.5 SysCore 29.47 -0.03 25.1 88.1 WelltnAdml n 88.22 -0.12 16.9 52.3 LTTresIdx Inst 38.23 0.23 -5.1 35.2 WCM: Westwood Quality Sma:
PtrLGI In 25.78 0.13 26.2 124.4 LgCVal F 28.41 -0.57 23.9 35.7 LrgCpGrIdxRet 63.90 1.13 28.5 129.7 InflPro 12.56 -0.01 5.2 24.3 WndsrAdml n 88.27 -1.85 24.7 60.3 MdCpGrAdml n 112.56 -0.42 23.6 110.3 FcusEmgMk Inst 20.49 -0.35 3.4 93.3 WwQalSmallCapI 22.55 -0.61 27.7 46.3
PtrLV In 20.96 -0.44 21.2 45.9 MgdVol F 18.16 -0.28 14.8 30.4 LrgCpGrInst 27.32 0.13 20.1 118.7 IntlEq 8.47 -0.10 11.2 38.2 VANGUARD FDS: MdCpVlAdml n 76.75 -1.04 26.2 49.7 FocInterGrFdInv 29.44 0.08 19.7 108.4 Williamsburg Invst T:
RealEstSecI 34.00 0.05 31.9 56.3 S&P500 F 100.71 0.36 26.4 82.9 LrgCpVl IdxInst 24.79 -0.47 21.5 44.8 IntlGro 20.79 0.20 20.8 105.4 CAIT n 12.20 -0.01 0.5 14.2 MidCp 70.09 -0.58 24.9 78.5 IntlSmCpGrthFd I 32.66 -0.53 21.1 153.3 DavPrtSmCapFoFd n 20.85 -0.27 20.9 99.2
SAMBalA p 19.12 -0.10 13.1 44.9 ShtGov F 10.41 0.00 -0.8 6.6 LrgCpVl IdxRet 25.22 -0.47 21.2 43.8 LgCpGro 23.58 0.04 23.3 100.2 CALT n 12.73 -0.01 1.4 18.4 RUSS2000IdxInst 359.83 -10.46 19.6 63.1 WCM Focus Funds: Wilmington Funds:
SAMGrA p 22.48 -0.14 17.0 55.3 TaxMgdLC F 37.82 -0.20 25.8 68.9 LrgCpVl Inst 23.12 -0.43 23.6 50.0 MdCpStGr 25.85 -0.17 20.5 111.5 CapOp nr 95.10 -0.38 23.7 81.6 SmCap 111.28 -2.54 20.2 66.4 WCMFocIntlGrwIns 29.68 0.08 19.9 109.9 BroadMktBdInst 10.07 -0.01 -1.5 16.9
SmCpBldIN 34.05 -0.68 25.6 75.7 TaxMgdSmMdCp F 29.88 -0.51 23.8 51.7 MdCpGrInst 30.15 -0.76 9.2 102.9 MidCpIdx 32.96 -0.36 25.4 61.8 DivdGro n 39.35 -0.21 19.9 64.4 SmValAdml n 77.97 -1.47 29.2 50.9 Weitz Funds: Intl Inst 10.64 -0.09 8.8 41.2
StrGrw A p 24.94 -0.16 19.7 65.6 Selected Funds: MdCpVl Inst 21.75 -0.23 29.0 41.8 SciTech 44.67 0.06 19.1 158.9 DivrEq n 57.19 -0.30 23.5 95.4 TotBd 11.24 0.01 -1.7 17.1 PIIIOpp 17.41 -0.43 12.5 57.2 LgCpStrInst 33.60 0.02 25.4 85.8
ProFunds Inv Class: AmShD n 45.83 -1.11 20.2 63.0 MdCpVlRet 21.55 -0.24 28.7 40.7 SmCpIdx 24.33 -0.71 19.3 61.0 EmgMktSelStk n 26.83 -0.64 1.3 40.9 TotBd2 11.09 0.01 -1.7 16.9 ShtDurIncInst 12.34 0.00 1.1 9.5 Wm Blair Funds Cl I:
UltNASDAQ-100 n 111.64 4.97 59.0 378.8 AmShS pn 45.67 -1.10 19.9 61.5 QuantSmCpEqInst 23.78 -0.63 28.2 63.0 StckIdx 59.15 0.21 26.4 82.4 Energy nr 38.35 -0.94 22.5 -16.3 TotIntlInstIdx r 139.65 -2.12 9.3 41.9 ValueInv n 63.88 -0.77 26.3 88.4 IntlGthI r 44.96 -0.33 13.4 85.0
Putnam Funds: Sequoia: RealSecInst 22.99 0.00 31.6 63.5 ValUltra 26.51 0.36 25.6 124.6 EqInc n 45.02 -0.72 21.1 45.1 TotItlInstPlId r 139.69 -2.12 9.3 41.9 Wells Fargo Adv Admi: SmCapValI 34.93 -0.72 29.4 48.6
GrOpp R6 69.70 1.12 25.4 131.0 SequoiaFd n 210.00 -1.05 26.6 95.7 TotSt 117.49 -0.14 25.1 84.2 Growth 59.36 -0.89 13.5 123.1 SmMidI r 39.76 -0.99 13.2 80.2
RealSecRet 24.06 0.00 31.3 62.3 Value Line Funds: Explr n 154.21 -2.56 19.8 92.0
Putnam Funds Class A: Sit Funds: S&P500IdxInst 52.19 0.19 26.6 83.9 AstAlcClInv n 49.04 0.24 11.3 56.1 EXPValFd n 48.22 -0.79 28.5 53.6 VANGUARD INSTL FDS: Wells Fargo Adv Cl A: Wm Blair Funds Inst:
CATx p 8.28 -0.02 1.4 17.6 MinnTxF n 10.74 0.00 2.2 14.3 S&P500IdxRet 51.74 0.19 26.3 82.6 CapAppreClInv n 14.13 -0.24 9.5 79.1 FTAlWldInAdml n 38.90 -0.58 8.8 41.3 BalInst 49.80 -0.01 14.0 56.3 AstAllA p p 17.72 NA NA NA IntlGth 23.13 -0.17 13.5 86.2
ConvSec 34.61 -0.42 7.5 91.0 SmeadFds: SmCpBl IdxInst 29.13 -0.85 19.6 63.2 Van Eck Funds: GlbCapCyl Inv nr 11.21 -0.19 17.4 55.1 DevMktsIndInst 16.71 -0.24 11.4 42.8 CmStkA p p 26.21 -0.44 21.5 63.3 Wm Blair Funds R6:
DvrIn p 6.22 -0.04 -6.0 3.0 SmeadValueInstl 72.66 -0.98 43.9 70.6 SmCpBl IdxRet 29.21 -0.85 19.4 62.0 EmgMktsY 20.33 -0.55 -4.7 43.6 GlbEq n 43.69 -0.55 15.6 72.7 DevMktsInxInst 26.12 -0.38 11.4 42.9 DivCapBldr 13.75 0.01 15.7 58.6 EmgMktGth 20.18 -0.05 7.1 91.7
DynAABalA 18.65 -0.03 13.3 42.9 SoundShoreInv n: SocChEqInst 30.87 -0.11 25.4 85.5 VANGUARD ADMIRAL: GloMinVolFdAdm n 30.03 -0.17 9.9 23.9 EmMkInst r 32.25 -0.55 3.4 41.4
DynAAGthA 22.06 -0.06 16.8 51.5 SoundShoreInv n 51.50 -1.26 22.2 48.9 SocChEqRet 31.33 -0.12 25.1 84.1 400MCpIdxInst 386.79 -4.18 25.7 63.3 GNMA n 10.57 0.01 -0.9 10.8 EuroInst 36.46 -0.63 15.1 45.0
PutLargCap p 32.58 -0.50 24.8 58.4 Sprott Funds Trust: Tortoise Capital: 500Adml n 434.47 1.57 26.6 84.0 GroInc n 72.55 0.22 27.0 81.3 ExDurTrsInst 42.40 0.38 -6.4 49.4
PutFocIntEq p 21.21 -0.44 11.3 46.5 GoldEq Inv p/r tn 51.43 -1.85 -6.2 78.5 ExtndInst 147.14 -3.36 18.8 85.5 DISTRIBUTIONS & OFFERINGS
TorMLPPipInsCl 11.78 -0.37 44.0 7.6 BalAdml n 49.79 -0.01 14.0 56.2 HlthCare nr 233.92 -5.13 10.1 44.0
GeorgePutBal 25.65 0.07 14.9 60.0 SSgA Funds: Touchstone Family Fd: CAITAdml n 12.20 -0.01 0.5 14.5 HYCor nr 5.93 -0.02 2.8 23.2 FTAlWldIst r 123.32 -1.83 8.8 41.5 Secondary Distributions of common stocks
GlbHlthCare p 68.21 -1.28 14.5 65.9 SP500 n 297.88 1.06 26.5 83.9 FlexIncY 11.24 -0.01 2.7 20.2 CALTAdml n 12.73 -0.01 1.5 18.7 InflaPro n 14.82 -0.01 5.8 27.5 FTScinst 33.29 0.20 26.8 95.3
GrOpp p 65.41 1.05 25.0 128.5 State Street Institu: GrwthInst 167.64 3.05 29.0 135.6 Advanced Human Imaging Ltd 7,000,000 $10.50 $10,500,000
FocEqY 68.13 -0.36 26.8 86.2 CapOpAdml nr 219.68 -0.88 23.7 82.0 IntlExplr n 22.69 -0.33 11.2 45.5
HiYld A p 5.95 -0.02 4.1 22.4 SmCapEq (ICL) 23.90 -0.47 23.1 62.3 InPrSeIn 11.85 -0.01 5.9 27.9 AG Mortgage Investment Trust 7,000,000 $10.25 $71,750,000
LagCapFoc A p 62.72 -0.34 25.2 87.5 CoDilxAd n 184.02 5.00 30.1 133.4 IntlGr n 52.83 -0.49 4.8 110.4
Incm p 6.86 0.00 -3.6 16.1 US Eq (ICL) 18.74 -0.05 25.4 91.6 MdCpGrwY 47.02 -0.76 17.5 102.0 CoStIxAd nr 92.68 -0.98 9.8 40.8 IntlVal n 43.44 -0.84 7.9 34.5 InstIdx 411.16 1.48 26.6 84.1 Alignment Healthcare 8,000,000 $21.00 $168,000,000
IntlEq p 28.96 -0.50 8.7 42.7 State Street V.I.S.: DivAppIdxAdm n 45.34 -0.11 19.7 66.6 INSTTRF2015 26.02 -0.03 5.9 32.5 InstPlus 411.19 1.49 26.7 84.2 Apellis Pharmaceuticals 10,062,500 $40.00 $402,500,000
MdCpY 50.72 -0.21 14.5 67.8
NYTx p 8.87 -0.01 1.8 15.8 TR V.I.S. Cl 1 18.94 -0.10 13.9 35.3 EMAdmr n 42.41 -0.72 3.3 41.2 INSTTRF2020 28.45 -0.07 8.4 39.8 InstTStIdx 91.83 -0.10 25.3 84.9
SandsCapGrY 23.68 -0.54 16.3 163.6 AquaBounty Technologies 11,200,000 $2.10 $23,520,000
ShtDurBd 10.17 -0.01 0.4 8.7 TR V.I.S. Cl 3 18.83 -0.10 13.6 34.2 EnergyAd nr 38.45 -2.13 53.0 -4.9 INSTTRF2025 30.21 -0.08 10.1 45.1 InstTStPlus 91.80 -0.11 25.3 84.9
SandsCpSelGrwA 21.34 -0.48 16.1 161.8
SmCapGr p 82.42 -1.34 20.1 130.4 Sterling Capital Fds:
SelGrwth 21.36 -0.49 16.0 161.6 EnergyAdml nr 71.99 -1.76 22.6 -16.1 INSTTRF2030 31.38 -0.11 11.6 49.0 ITBdInst 12.03 0.01 -2.5 20.4 Arrival 32,373,684 $9.50 $307,549,998
StDurInc 10.07 0.00 0.1 4.3 TotRetBdI 11.01 0.01 -1.0 19.9 EqIncAdml n 94.35 -1.51 21.1 45.5 ITBdInstPI 12.03 0.01 -2.5 20.4 Blackstone Mortgage Trust 10,000,000 $31.78 $317,800,000
SmCoA p 7.05 -0.10 24.8 57.6 INSTTRF2035 32.50 -0.14 13.1 52.8
SustainLdrsFd p 141.10 0.74 25.4 110.8 Sunbridge: EuropeAdml n 85.50 -1.48 15.1 45.0 LaCapInst 456.01 1.14 26.0 87.4
Tr for Credit Unions: INSTTRF2040 33.67 -0.16 14.7 56.7 Certara 10,000,000 $31.00 $310,000,000
TFHY 13.20 -0.02 4.5 21.0 EmgMkt Inst 59.36 -0.63 -1.8 48.1 LTBdInst 15.76 0.04 -2.6 40.0
UltShtDur TCU 9.42 0.00 0.1 4.3 ExplrAdml n 143.58 -2.39 19.9 92.7 INSTTRF2045 34.76 -0.19 16.3 60.7 Clover Health Investments 52,173,913 $5.75 $300,000,000
TxEx p 8.84 -0.01 1.7 16.8 LTBdInstPl 15.76 0.04 -2.6 40.0
ExtndAdml n 147.15 -3.36 18.8 85.4 INSTTRF2050 34.93 -0.20 16.5 61.2
MtgSec p
Putnam Funds Class Y:
11.62 -0.10 -3.1 9.6 T Transamerica A:
AsAlCnsrv p 12.18 -0.05 6.2 33.3 FinIxdAd nr 48.85 -1.30 35.8 56.8 INSTTRF2055 35.03 -0.19 16.6 61.3
MidCpInst
MidCpIstPl
70.24
346.44
-0.59
-2.87
25.1
25.1
79.1
79.2
CubeSmart 15,525,000 $51.00 $791,775,000
AsAIGrow p 17.05 -0.17 18.6 61.9 GNMAAdml n 10.57 0.01 -0.9 11.2 INSTTRF2060 35.13 -0.20 16.6 61.4 Custom Truck One Source 12,322,975 $8.50 $104,745,288
GrOpp Y 69.10 1.11 25.3 130.2 TCU ShtDur : RealEstaInstl 23.99 -0.07 31.3 50.5
AsAlMod p 13.39 -0.07 9.1 40.0 GroIncAdml n 118.46 0.37 27.1 81.8 INSTTRFINC 25.40 -0.02 5.5 30.7 Cyclo Therapeutics 1,950,000 $6.00 $11,700,000
Incm 7.00 0.00 -3.4 17.1 TCU ShtDur 9.76 0.00 -1.1 8.2 Rs1000GrwIdxInst 610.99 10.86 28.8 131.4
AsAlModGr p 14.84 -0.12 13.2 49.9 GrwthAdml n 167.63 3.05 29.0 135.5 ITIGrade n 10.05 -0.01 -1.5 21.7
PutLargCap 32.60 -0.50 25.1 59.6 TCW Funds:
HltClxAd nr 127.96 -1.38 15.4 58.3
Rs1000Vl IdxInst 280.94 -5.25 21.5 44.8 Cymabay Therapeutics 18,750,000 $4.00 $74,999,688
Balanced 36.62 0.11 15.6 56.8 ITTsry n 11.32 0.01 -2.3 14.8
ShtDurBd 10.18 -0.01 0.6 9.4 CoreFxInc n 11.56 0.02 -1.2 19.1 Russ1000IdxInst 421.82 0.38 25.3 86.0 Definitive Healthcare 11,000,000 $36.00 $396,000,000
FocusA 63.90 -0.37 21.0 212.4 HlthCareAdml nr 98.67 -2.16 10.2 44.3 LifeCon n 23.83 -0.03 6.2 35.4
StDurInc 10.08 0.00 0.1 4.6 EmMktInc n 7.83 -0.04 -4.3 17.1 Russ2000GrIxInst 433.60 -13.55 9.5 74.3
Trust for Professional Ma: HYCorAdml nr 5.93 -0.02 2.9 23.5 LifeGro n 45.72 -0.22 14.4 55.9 DoubleVerify Holdings 8,000,000 $31.25 $250,000,000
SelEqtyI n 46.44 0.47 31.1 143.2 Russ3000Idx 416.87 -0.43 24.9 84.2
RS TotRetBondI n 10.14
TCW Funds N:
0.02 -1.0 17.4 PerfTrstMuniInst 25.77 -0.03
PrfTrtStrtBd Ins 22.85 -0.01
1.6 19.7
1.6 16.5
InfProAd n
InfTechIdx n
29.10
234.19
-0.02
4.05
6.0
30.0
27.8
169.1
LifeInc n
LifeMod n
17.49
34.65
0.00
-0.11
2.2
10.2
25.4
45.5
SmCapInst
SmCapIstPl
111.32
321.32
-2.53
-7.31
20.4
20.4
67.1
67.2
Ecovyst
EQT
8,000,000
10,973,685
$9.50 $76,000,000
$21.10 $231,500,859
RBB Fund: TotRetBdN pn 10.45 0.02 -1.2 16.5 Tweedy Browne Fds: IntlGrAdml n 168.20 -1.54 4.9 111.1 LTIGrade n 11.18 0.01 -2.2 39.9 SmGthInst 82.70 -2.32 10.1 84.8 EyePoint Pharmaceuticals 7,300,000 $13.75 $100,342,273
BPSmVal2Inst 32.90 -0.88 26.5 47.3 The Bruce Fund: GblValue n 31.33 -0.60 14.1 25.2 ITBondAdml n 12.03 0.01 -2.5 20.3 LTTsry n 12.80 0.07 -4.8 36.1 SmValInst 43.58 -0.82 29.1 51.0
RBC Funds: BruceFund n 707.98 -0.12 13.3 49.0 GblVlCurUnhgd nr 16.79 -0.42 8.1 18.6 ITCorpIx n 25.24 -0.02 -1.7 24.0 MATxEx n 11.37 -0.01 1.4 19.8 STBdIdxInstPl 10.66 0.00 -0.9 10.0 Fathom Holdings 1,750,000 $25.00 $43,750,000
ITIGradeAdml n 10.05 -0.01 -1.4 22.1 MgdPayFdInv n 19.40 -0.13 13.2 36.1
AccCpCommInvI 8.87 0.01 -0.9 11.1 Third Avenue: STBDInst 10.66 0.00 -0.9 10.0 Flora Growth 10,000,000 $3.00 $30,000,000
RiverNorth Funds: ValueInst 52.04 -1.71 21.1 33.7 U ITsryAdml n
ITTresIdx n
11.32
22.62
0.01
0.02
-2.2
-2.6
15.1
13.9
MidCpGro pn
MuHY n
38.36
12.05
-0.60
-0.01
14.4
3.3
90.1
21.0
STCorpIxInst p 27.22 -0.01 -0.4 12.6 Kornit Digital Ltd 2,645,953 $151.00 $399,538,903
RNDLIncomeI 10.51 NA NA NA Thompson IM Fds,Inc: STIGradeInst 10.83 -0.01 -0.3 11.9
Royce Funds: Bond n 11.04 0.01 5.9 9.6 Ultimus: LarCapAd n 110.79 0.27 26.0 87.3 MuInt n 14.70 -0.02 0.7 15.1 STIPSIxins 26.27 -0.02 5.4 16.0 Kraft Heinz Co 30,596,465 $36.00 $1,101,472,740
Oppty I nr 21.29 -0.58 34.4 89.6 Thornburg Fds: LyricalUSVlEqI 22.57 -0.53 27.5 53.8 LTGradeAdml n 11.18 0.01 -2.1 40.3 MuLong n 12.16 -0.02 1.7 19.6 STTresIdx 25.63 0.00 -0.4 7.2 Lantronix 4,700,000 $7.50 $35,250,000
PAMut I nr 12.61 -0.22 23.1 60.8 IncBuildA t 23.95 -0.20 16.7 31.5 UM Funds: LTsryAdml n 12.80 0.07 -4.7 36.5 MuLtd n 11.17 -0.01 0.3 8.6 TotBdInst 11.24 0.01 -1.6 17.5
BehavVal 86.93 NA NA NA LTTresIdx n 30.12 0.18 -5.2 35.1 MuSht n 15.89 0.00 0.2 5.0 MercadoLibre 1,000,000 $1,550.00 $1,550,000,000
PremierI nr 15.86 -0.18 16.7 59.1 IncBuildC p 23.91 -0.20 15.9 28.5 TotBdInst2 11.09 0.01 -1.6 17.1
USAA Group: MatIdx nr 98.25 -2.21 24.2 69.2 NYLT n 12.18 -0.01 2.0 18.7 Northern Oil & Gas 10,000,000 $20.00 $200,000,000
SpecEqI nr 22.39 -0.21 22.9 38.1 IntVal I 27.89 -3.69 9.3 62.4 TotBdInstPl 11.24 0.01 -1.6 17.5
TotRet I nr 11.68 -0.19 26.1 46.6 IntValA p 26.70 -3.68 9.0 60.9 500Indx Reward n 64.31 0.27 26.3 87.9 MidCpAdml n 317.98 -2.64 25.1 79.1 OHLTte n 13.18 -0.01 1.6 20.0 TotIntBdIdxInst 34.35 0.13 -1.4 12.9 Northwestern 6,985,982 $53.50 $373,750,037
RS Funds: LtdTIn 13.75 -0.01 -1.0 13.0 CA Bd n 11.58 0.00 1.9 16.2 MrgBkdIdx n 21.19 0.01 -1.2 11.0 Primcp nr 181.91 -0.81 22.5 72.4 TotStInst 117.56 -0.13 25.3 84.8 OptiNose 28,750,000 $1.60 $46,000,000
CoreEqVIP 53.24 -1.26 19.7 44.1 LtdTIncI 13.75 -0.01 -0.8 13.9 CapGr n 14.20 -0.10 20.4 48.4 MuHYAdml n 12.05 -0.01 3.4 21.3 PrmcpCor n 35.90 -0.31 23.9 65.7 TtlWrldIxInst p 220.83 -1.45 18.1 65.1
CrnrsMod n 17.32 -0.08 8.7 32.5 MuIntAdml n 14.70 -0.02 0.8 15.4 SelValu nr 32.60 -0.79 25.5 55.6 Peloton Interactive 21,739,130 $46.00 $999,999,980
InvQBdVIP 13.09 -0.02 -0.5 18.2 LtdTMu I 14.46 -0.01 -0.1 8.4 TxMCaInst r 122.26 0.12 25.6 86.8
Russell Funds S: LtdTMuA 14.46 -0.01 -0.3 7.7 TxMSCInst r 95.13 -2.09 28.8 58.1 Postal Realty Trust 4,250,000 $17.00 $72,250,000
EmerMkts 21.87 NA NA NA Thrivent Funds A: ValueInst 55.62 -1.06 21.9 44.9 Privia Health Group 6,000,000 $29.00 $174,000,000
IntlDvMkt 44.55 NA NA NA DivrIncPlus 8.05 -0.01 6.0 24.9 Victory Funds: Rover Group 6,000,000 $10.00 $60,000,000
InvGrdBd 21.93 NA NA NA LgCpStk 32.94 -0.27 20.8 60.7 NOTICE TO READERS: EstValA 52.18 -0.99 28.6 61.5
SEMrush Holdings 5,000,000 $20.25 $101,250,000
StratBd 11.01 NA NA NA MidCapStk 36.45 -0.57 27.5 76.2 EstValI 52.24 -0.98 29.0 63.0
TaxExBd 23.92 NA NA NA MuniBd 11.57 0.00 1.6 15.8
Sign up for the Weekly Market Lab Newsletter: barrons.com/ EstValR p 51.36 -0.98 28.4 60.5 SoFi Technologies 50,000,000 $21.75 $1,087,500,000
TMUSMdSmCp 42.39 NA NA NA SmCapStk p 28.56 -0.76 26.2 76.7 newsletters SmCap Grwth p 92.92 -2.65 -4.6 66.6 StepStone Group 4,500,000 $52.35 $235,575,000
TxMngUSLgCp 70.43 NA NA NA Thrivent Funds S: SmCoOppI 59.64 -1.08 26.1 54.1 Sun Communities 3,500,000 $185.00 $647,500,000
USSmCpEq 40.66 NA NA NA LgCpVal n 29.94 -0.52 29.1 53.6 Please visit the Market Lab home page on barrons.com under Data. VirtusFunds:
Victory Capital Holdings 4,000,000 $34.00 $136,000,000
Rydex Dynamic Fds: MidCapStk n 42.10 -0.66 27.8 77.6 CeredexLgCpVlEqI 16.20 -0.27 22.4 51.8
NasdaqStratH p 527.86 23.53 59.3 383.7 OppIncmPl n 10.12 -0.02 1.4 13.5 CeredexMdCpVlEqI 15.57 -0.12 25.9 51.3 ViewRay 12,500,000 $5.60 $70,000,000
Rydex Investor Class:
NasdaqInv n 80.03 1.81 28.0 146.0
TIAA-CREF/Instl Cl:
CoreBond Inst 10.71 -0.01 -1.0 18.6
www.barrons.com/market-data/market-lab GvSecUltShtBdI 10.01
InnGrSt I 69.83
0.00
-0.68
-0.1 3.9
4.7 209.7
Source: Dealogic LLC, New York City; (212) 577-4400.
Weekly Closed-End Funds Data provided by
52 Week 52 Week
Stock Market Prem Market TRACKING CLOSED - END FUNDS Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return
Friday, November 19, 2021 BlckRk Income (BKT) ...................... N 5.75 5.85 + 1.7 6.7
General Equity Funds Spooked: Closed-end fund investors turned tail, as the Herzfeld Average sold off First Trust Mtge Inc (FMY) ..............
Invesco HI 2023 Tgt Term (IHIT) .....
N
N
13.86
9.35
13.30
9.83
–
+
4.1
5.1
5.2
5.8
Adams Diversified Equity (ADX) ...... N NA 19.30 NA 17.5
Boulder Growth & Income (BIF) ...... N 15.94 13.10 – 17.8 25.3 3.3% for the week ended Thursday, while the Dow edged down only 0.1%. Invesco HI 2024 Tgt Term (IHTA) ....
Nuveen Mortgage and Inc (JLS) ......
N
N
9.78
22.29
9.88
20.85
+
–
1.0
6.5
5.4
4.3
Central Secs (CET)-c ........................ A 49.34 41.23 – 16.4 50.3
CohenStrsCEOppFd (FOF)-a ............ N 14.16 14.11 – 0.4 34.6 Nuveen Multi-Market Inc (JMM)-c ... N 7.71 7.40 – 4.0 4.5
Eagle Capital Growth (GRF)-c ........... A NA 8.88 NA 35.7 Vertical Capital Income (VCIF)-a ....... N NA 10.41 NA 8.7
EVTxAdvDivIncm (EVT) .................. N NA 28.67 NA 38.7 71800 Net Asset Value Western Asset Mtg Oppty (DMO) .... N NA 15.94 NA 8.4
Equus II (EQS) ................................
Foxby Corp. (FXBY) ........................
N
O
NA
24.45
2.31
NA
NA
NA
106.2
NA
75600 12 mos
Stock Market Prem Yield
GabelliDiv&IncTr (GDV) ................. N 29.70 27.01 – 9.1 39.7 Fund Name (Symbol) Exch NAV Price /Disc 10/29/21
Gabelli Equity Tr (GAB)-h ................. N 6.54 7.13 + 9.0 29.0 64600 70200
GeneralAmer (GAM) ....................... N 51.93 43.56 – 16.1 33.8 Investment Grade Bond Funds
JHancockTaxAdvDiv (HTD) ............ N 24.77 24.31 – 1.9 26.5 *Herzfeld 64800 Angel Oak Dynmc FS I Trm (DYFN)-a N NA 20.34 NA 7.2
Liberty All-Star Equity (USA)-af ........ N 8.24 8.35 + 1.3 43.1 Angel Oak FS Inc Trm (FINS)-a ......... N NA 16.74 NA 7.6
Closed-End
Liberty All-Star Growth (ASG)-ah ...... N 8.53 8.97 + 5.2 24.5 57400 59400 BlRck Core Bond (BHK) .................. N 15.72 16.26 + 3.4 5.4
NuvTaxAdvTRStrat (JTA) ............... N 12.57 11.53 – 8.3 41.4 Average BR Credit Alloc Inc (BTZ) ................. N 15.21 15.08 – 0.9 6.6
Royce Micro-Cap Tr (RMT) ............. N 13.81 12.01 – 13.0 39.9
Royce Value Trust (RVT) ................. N 21.43 19.34 – 9.8 36.7 54000 BR Enhcd Govt (EGF) ...................... N
Insight Select Income (INSI) ........... N
12.81
21.65
12.64
22.27
–
+
1.3
2.9
3.9
3.7
Source Capital (SOR)-a .................... N 48.64 45.75 – 5.9 25.1 50200 1Q 2Q 3Q 4Q InvescoBond (VBF) ......................... N 20.76 20.33 – 2.1 3.3
Special Opportunities (SPE)-a .......... N NA 16.10 NA 39.0
Sprott Focus Trust (FUND) .............. O 9.56 8.95 – 6.4 45.2 % Disc/Prem From Net Asset Value J Han Income (JHS) ........................ N
MFS Govt Mkts (MGF)-a ................... N
15.87
4.34
15.50
4.25
–
–
2.3
2.1
5.4
7.8
Tri-Continental (TY) ........................ N 39.56 35.53 – 10.2 31.9 -2 MFS Intmdt (MIN)-a ........................ N 3.61 3.62 + 0.3 8.9
Specialized Equity Funds 43000 Western Asset Inf-Lk Inc (WIA) ....... N NA 14.13 NA 6.4
Aberdeen Glb Prem Prop (AWP)-a .... N 6.85 6.43 – 6.1 39.1 Western Asset Inf-Lk O&I (WIW) .... N NA 13.83 NA 3.0
Aberdeen Std Gl Infra I (ASGI)-a ....... N 22.54 20.33 – 9.8 20.9 Dow Industrials -4 WA Investment Grade Inc (PAI) ....... N NA 16.88 NA 3.5
Adams Natural Resources (PEO) .... N 18.64 16.14 – 13.4 52.7 WesternAssetPremBd (WEA) ......... N NA 14.07 NA 5.6
ASA Gold & Prec Met Ltd (ASA) ....... N 26.44 22.02 – 16.7 10.4 35800 Westn Asst IG Def Opp Tr (IGI) ........ N NA 22.18 NA 3.6
BR Enh C&I (CII) ............................. N 21.93 21.51 – 1.9 35.5 -6 Loan Participation Funds
BlackRock Energy & Res (BGR) ...... N 10.86 9.58 – 11.8 44.7 Apollo Senior Floating (AFT) ........... N NA 16.32 NA 6.4
BlackRock Eq Enh Div (BDJ) ........... N 10.45 9.98 – 4.5 31.9 BR Debt Strategy (DSU) .................. N 11.64 11.67 + 0.3 6.2
BlackRock Enh Glbl Div (BOE) ......... N 13.29 12.11 – 8.9 23.7 28600 -8 BR F/R Inc Str (FRA) ....................... N 13.95 13.47 – 3.4 6.0
BlackRock Enh Intl Div (BGY) .......... N 6.77 6.25 – 7.7 17.2 1Q 21 2Q 21 3Q 21 4Q 21 1Q 21 2Q 21 3Q 21 4Q 21 BlackRock Floatng Rt Inc (BGT) ...... N 13.54 13.77 + 1.7 5.7
BlackRock ESG Cap Alloc (ECAT) .... N 20.89 19.48 – 6.7 NS Blackstone Lng-Sh Cr Inc (BGX) ..... N 15.40 15.25 – 1.0 6.5
BlackRock Hlth Sci Tr II (BMEZ) ...... N 27.91 25.85 – 7.4 5.5 The Herzfeld Closed-End Average measures 15 equally-weighted closed-end funds based in the U.S. that invest principally in Blackstone Sr Fl Rt Tm (BSL) .......... N 16.42 16.54 + 0.7 5.6
BlackRock Hlth Sciences (BME) ...... N 47.09 47.30 + 0.4 9.0 Blackstone Strat Cr (BGB) ............... N 14.59 13.89 – 4.8 6.3
BlackRock Innov and Grow (BIGZ) .. N 18.87 16.84 – 10.8 NS American equities. The net assest value is a weighted average of the funds' NAVs. Source: Thomas J. Herzfeld Advisors Inc., Miami. BNY Mellon Alct GCI 2024 (DCF) ..... N 9.34 9.43 + 1.0 6.3
BlackRock Res & Comm (BCX) ....... N 10.03 9.38 – 6.5 50.5 305-271-1900/www.herzfeld.com Eagle Point Credit (ECC) .................. N NA 15.12 NA 7.5
BlackRock Sci&Tech Tr II (BSTZ) .... N 43.98 42.13 – 4.2 43.6 Eagle Point Income (EIC) ................ N NA 17.79 NA 5.7
BlackRock Sci&Tech Trust (BST) .... N 58.04 54.35 – 6.4 21.6 52 Week 52 Week Eaton Vance F-R 2022 TT (EFL) ....... N NA 9.39 NA 4.3
BlackRock Utl Inf & Pwr (BUI) ......... N 25.64 25.77 + 0.5 16.8 EtnVncFltRteInc (EFT) .................... N NA 14.89 NA 5.4
CLEARBRIDGE ENGY MDS OPP (EMO) N NA 22.44 NA 92.3 Stock Market Prem Market Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return EV SenFlRtTr (EFR) ......................... N NA 14.80 NA 5.7
CLEARBRIDGE MLP&MDSTM TR (CTR) N NA 24.83 NA 89.7 EVSnrIncm (EVF) ........................... N NA 6.85 NA 5.8
ClearBridge MLP & Midstm (CEM) .. N NA 27.98 NA 82.1 NuveenDiversDiv&Inc (JDD) .......... N 11.73 10.74 – 8.4 36.4 VAGI Dvs Inc & Conv (ACV) ............. N NA 35.97 NA 31.9 First Eagle Senior Loan (N/A) .......... N 1.05 NA NA NA
Cntr Cst Brkfld MLP&EI (CEN) ......... N 18.08 14.63 – 19.1 72.9 Nuveen Nasdaq 100 Dyn Ov (QQQX) N 30.28 30.46 + 0.6 30.4 VAGI Eqty & Conv Inc (NIE) ............. N NA 32.04 NA 23.1 FT/Sr Fltg Rte Inc 2 (FCT) ................ N 12.34 12.07 – 2.2 9.5
ChnStrInfr (UTF)-a ........................... N 27.08 27.69 + 2.3 16.6 Nuv Real Est (JRS) .......................... A 12.70 11.80 – 7.1 53.3 World Equity Funds FT/Sr Fltg Rte 2022 TgTr (FIV) ......... N 9.75 9.73 – 0.3 1.4
Cohen&SteersQualInc (RQI)-a ......... N 17.06 16.84 – 1.3 49.8 Nuveen Rl Asst Inc & Gro (JRI) ........ N 17.00 15.49 – 8.9 29.2 AbrdnAusEq (IAF)-a ......................... A 6.15 6.07 – 1.3 31.6 Highland Income (HFRO) ................ N 13.87 11.30 – 18.5 8.1
Cohen&Steers TotRet (RFI)-a .......... N 15.69 16.90 + 7.7 43.8 NuvS&P500DynOvFd (SPXX) ......... N NA 18.14 NA 33.0 Aberdeen Emg Mkts Eq Inc (AEF) .... A 9.21 8.18 – 11.2 13.6 InvDYCrOpp:AX (VTA) .................... N 12.47 NA NA NA
CohenStrsREITPrefInc (RNP)-a ....... N 27.94 27.48 – 1.6 32.9 NuvSP500BuyIncFd (BXMX) .......... N 15.35 14.89 – 3.0 28.9 Aberdeen Glbl Dyn Div (AGD)-a ........ N 12.94 12.15 – 6.1 33.5 InvSnrIncTr (VVR) .......................... N 4.69 4.50 – 4.1 5.6
Columbia Sel Prm Tech Gr (STK) ..... N 35.46 38.60 + 8.9 67.3 PIMGlbStkPI (PGP) ........................ N NA 11.09 NA 32.2 Aberdeen Japan Equity (JEQ) .......... N 10.79 9.20 – 14.7 7.1 Nuveen Credit Strat Inc (JQC) ......... N 6.89 6.49 – 5.8 11.1
CushingMLPTotRet (SRV)-d ............ N 39.34 32.53 – 17.3 72.0 ReavesUtilityIncome (UTG)-a .......... A 33.07 33.35 + 0.8 7.8
Aberdeen Tot Dyn Div (AOD)-a ......... N 10.97 9.98 – 9.0 27.9 NuvFloatRateIncFd (JFR) ................ N 10.45 10.24 – 2.0 6.4
Cushing NextGen Inf Inc (SZC) ........ N 57.22 49.02 – 14.3 50.1 Salient Midstream & MLP (SMM)-a .. N 7.99 6.48 – 18.9 67.3 BlackRock Capital Alloc (BCAT) ...... N 21.29 19.73 – 7.3 0.7 NuvFloatRteIncOppty (JRO) ........... N 10.36 10.00 – 3.5 6.4
DNP Select Income (DNP) .............. N 9.42 10.79 + 14.5 12.1 Tortoise Energy Ind (NDP) .............. N 25.59 22.95 – 10.3 93.2 Calamos GloDynInc (CHW) ............. N 10.21 10.45 + 2.4 25.2 Nuveen Senior Income (NSL) .......... N 6.15 5.99 – 2.6 6.6
Duff&Ph Uti&Infra Inc Fd (DPG) ...... N NA 13.95 NA 31.9 Tortoise Enrgy Infra Crp (TYG) ........ N 36.95 28.89 – 21.8 61.6 Cdn Genl Inv (CGI)-y ........................ T 63.49 43.45 – 31.6 47.3 Nuveen Sht Dur Crdt Opp (JSD) ...... N 15.66 14.99 – 4.3 6.5
EtnVncEqtyInc (EOI) ....................... N NA 20.16 NA 38.2 Tortoise Midstream Enrgy (NTG) .... N 39.72 31.91 – 19.7 79.1 Central and Eastern Euro (CEE) ....... N 32.74 27.87 – 14.9 28.4 PionrFltRate Tr (PHD)-a ................... N 11.66 11.88 + 1.9 6.2
EtnVncEqtyIncoII (EOS) ................. N NA 24.64 NA 29.4 Tortoise Pipelne & Enrgy (TTP) ....... N 29.70 24.88 – 16.2 72.1 China (CHN) ................................... N 30.10 26.79 – 11.0 – 0.7
EVRskMnDvsEqInc (ETJ) ............... N NA 11.30 NA 20.6 Tortoise Pwr & Engy Infr (TPZ) ....... N 15.61 13.77 – 11.8 48.2 High Yield Bond Funds
Delaware Enh Gl Div & In (DEX)-a ..... N 11.05 10.05 – 9.0 13.6 Aberdeen Inc Credit Str (ACP)-a ....... N 10.38 11.32 + 9.1 10.6
ETnVncTxMgdBuyWrtInc (ETB) ..... N NA 16.93 NA 29.5 VAGIAI & Tech Opptys (AIO) ........... N NA 27.93 NA 31.6 EV TxAdvGlbDivInc (ETG) ............... N NA 22.64 NA 44.4
EtnVncTxMgdBuyWrtOpp (ETV) ..... N NA 16.68 NA 23.0 VDivInt&PremStr (NFJ) .................. N NA 16.04 NA 34.4 AllianceBernGlHiIncm (AWF) .......... N 12.86 12.42 – 3.4 6.3
EtnVncTxAdvOpp (ETO) ................. N NA 32.66 NA 47.9 Barings Glb SD HY Bd (BGH)-a ......... N 17.85 17.12 – 4.1 7.3
EvTxMnDvsEqInc (ETY) ................. N NA 14.89 NA 34.3 Wells Fargo Ut & Hi Inc (ERH) ......... A NA 14.55 NA 24.4 Economic Inv Tr (N/A)-cy ................. T 195.02 127.00 – 34.9 27.9
EtnVncTxMgdGlbB (ETW) .............. N NA 11.12 NA 27.1 Income & Preferred Stock Funds European Equity Fund Inc (EEA) ...... N 13.24 11.34 – 14.4 14.5 BR Corporate HY (HYT) .................. N 12.01 12.29 + 2.3 7.6
EVTxMnGblDvEqInc (EXG) ............. N NA 10.54 NA 38.6 CalamosStratTot (CSQ) .................. N 18.93 19.36 + 2.3 43.2 FirstTrAbEmergOp (FEO) ................ N 14.52 14.54 + 0.2 20.2 BlackRock Ltd Dur Inc (BLW) .......... N 16.58 17.06 + 2.9 6.8
Ecofin S&S Impact Term (TEAF) ..... N 17.50 15.00 – 14.3 16.9 CohenStrsLtdDurPref&Inc (LDP)-a . N 25.80 26.61 + 3.1 15.5 FirstTr Dyn Euro Eq Inc (FDEU) ....... N 14.61 12.90 – 11.7 21.6 BNY Mellon Hi Yield Str (DHF) ......... N 3.26 3.29 + 0.9 7.7
First Trust Energy Inc G (FEN) ......... A 13.97 14.21 + 1.7 44.9 CohenStrsSelPref&Income (PSF)-a . N 26.55 28.62 + 7.8 18.8 Gabelli Gl Sm&Mid Cp Val (GGZ) ..... N 18.39 16.45 – 10.5 48.3 Brookfield Real Asst Inc (RA) .......... N 20.01 21.76 + 8.7 10.8
First Tr Enhanced Eq (FFA) .............. N 21.17 21.16 + 0.0 38.7 CohenStrsTaxAvPreSecs&I (PTA)-a N 25.65 24.55 – 4.3 3.6 Gabelli Multimedia (GGT)-h ............. N 8.61 9.48 + 10.1 39.8 CrSuisHighYld (DHY)-a ................... A 2.53 2.50 – 1.2 7.6
First Tr Specialty Fn (FGB) ............... N 4.52 4.16 – 8.0 40.0 Del Div & Inc (DDF)-a ....................... N 10.91 11.04 + 1.2 37.2 GDL Fund (GDL) ............................. N 10.59 9.00 – 15.0 9.9 CSAM Income Fd (CIK)-a ................. A 3.43 3.45 + 0.6 7.7
FirstTrEnergyInfra (FIF) .................. N 15.07 13.28 – 11.9 34.4 Dividend and Income (DNI) ............. N 20.53 14.56 – 29.1 58.4 Herzfeld Caribb (CUBA) .................. O 6.60 5.75 – 12.9 31.9 DELAWARE IVY HIGH INCOPP (IVH) N 14.89 14.01 – 5.9 6.2
FirstTrMLPEner&Inc (FEI) .............. N 7.93 7.30 – 7.9 33.2 FirstTrIntDurPref&Inc (FPF) ........... N 24.66 25.08 + 1.7 19.2 Highland Global Alloc (HGLB) ......... N 11.54 9.22 – 20.1 78.1 DoubleLine Inc Sol (DSL) ................ N 17.82 16.88 – 5.3 7.7
Gab Gl Util & Inc (GLU)-h ................. A 20.48 20.49 + 0.0 23.2 JHanPrefInc (HPI) .......................... N 20.36 21.21 + 4.2 20.0 India Fund (IFN) .............................. N 25.53 22.99 – 9.9 38.8 DoubleLine Yld Opps (DLY) ............ N NA 18.89 NA 7.2
Gabelli Healthcare (GRX)-h .............. N 15.13 13.32 – 12.0 24.4 JHPrefIncII (HPF) ........................... N 20.10 21.75 + 8.2 28.8 J Han Hdgd Ety & Inc (HEQ) ............ N 13.03 12.94 – 0.7 27.2 First Tr Hi Inc Lng/Shrt (FSD) .......... N 16.10 15.75 – 2.2 8.2
Gab Utility (GUT)-h .......................... N 4.22 8.23 + 95.0 24.7 HnckJPfdInco III (HPS) .................. N 17.96 19.20 + 6.9 23.6 JHancockTaxAdv Gl Sh Yld (HTY) ... N 6.47 6.48 + 0.2 31.6 First Trust HY Opp:2027 (FTHY) ...... N 20.41 20.86 + 2.2 7.1
GAMCOGlGold&NatRes (GGN) ....... A 3.94 3.81 – 3.3 20.7 J Han Prm (PDT) ............................. N 14.60 17.38 + 19.0 39.2 Japan Smaller Cap (JOF) ................. N 9.79 8.50 – 13.2 – 2.6 Franklin Univ (FT) ........................... N 8.77 8.21 – 6.4 5.4
GAMCO NR GLD & INC TR (GNT) .... N 6.05 5.37 – 11.2 15.3 LMP CapInco (SCD) ........................ N NA 14.75 NA 44.2 Korea (KF) ...................................... N NA 40.16 NA 17.8 InvHighIncTrII (VLT) ...................... N 14.65 14.63 – 0.1 7.9
J Han Finl Opptys (BTO) .................. N 41.17 42.74 + 3.8 69.5 Nuveen Pref & I 2022 Trm (JPT) ...... N 24.49 24.57 + 0.3 10.3 LazardGlbTotRetInc (LGI) ............... N 21.87 20.84 – 4.7 32.8 KKR Income Opportunities (KIO) .... N 16.76 16.55 – 1.3 7.5
Macquarie/FirstTr Gl (MFD) ............ N 10.47 9.86 – 5.8 28.7 Nuveen Pref & Inc Opp (JPC) .......... N 9.74 9.56 – 1.8 15.3 MexicoEqandIncmFd (MXE) ........... N 10.34 8.40 – 18.8 – 8.0 MFS IntmdHgInc (CIF)-a .................. N 2.36 3.03 + 28.4 7.4
Madison CovCall & Eq Str (MCN) .... N 7.61 8.04 + 5.7 39.6 Nuveen Fd (JPS) ............................. N 9.72 9.64 – 0.8 11.1 Mexico (MXF) ................................. N NA 14.58 NA 18.0 NeubHgYldStrt (NHS) ..................... N 12.23 12.85 + 5.1 8.2
Neuberger Brmn MLP & EI (NML) ... N 6.57 5.26 – 20.0 69.8 Nuveen Pref & Inc Term (JPI) .......... N 24.83 25.00 + 0.7 15.7 Miller/Howard High Inc E (HIE) ....... N 10.88 10.27 – 5.6 46.4 New Amer Hi Inc (HYB)-a ................. N 9.84 9.76 – 0.8 6.2
Neuberger Nxt Gen Conn (NBXG) .... N 21.67 19.39 – 10.5 NS Nuveen TxAdvDivGr (JTD) .............. N 18.21 16.72 – 8.2 32.3 MS ChinaShrFd (CAF)-J ................... N 24.10 21.31 – 11.6 0.7 Nuveen CI 2023 Target (JHAA) ........ N 10.00 10.00 + 0.0 4.3
NubrgrRlEstSec (NRO) ................... A 5.26 5.01 – 4.8 34.6 TCW Strat Income (TSI) .................. N 5.89 5.78 – 1.9 4.8 MS India (IIF) .................................. N 32.85 27.38 – 16.7 40.0 Nuveen Crdt Opps 2022 TT (JCO) .... N 8.19 8.15 – 0.5 6.1
Nuv Dow 30 Dyn Overwrite (DIAX) .. N 17.94 17.66 – 1.6 28.9 Convertible Sec's. Funds MS CBRE Gl In Mg (MEGI) .............. N 19.71 20.23 + 2.6 NS Nuveen Global High Inc (JGH) ......... N 16.62 15.94 – 4.1 7.8
NuvCorEqAlpha (JCE) ..................... N 17.31 17.18 – 0.8 41.8 AdvntCnvrtbl&IncFd (AVK) ............. N NA 18.81 NA 32.0 New Germany (GF) ......................... N 22.31 19.64 – 12.0 30.1 PGIM Global High Yield (GHY) ........ N 16.27 15.46 – 5.0 8.0
Bancroft Fund Ltd (BCV) ................. A 32.98 32.05 – 2.8 23.9 New Ireland (IRL) ........................... N 14.48 12.92 – 10.8 41.1 PGIM High Yield Bond (ISD) ........... N 16.93 16.26 – 4.0 7.6
a-NAV and market price are ex dividend. b-NAV is fully diluted. c- CalamosConvHi (CHY) ................... N 16.44 16.76 + 1.9 37.8 RENN Fund (RCG) .......................... A NA 3.17 NA 107.1 PGIM Sh Dur Hi Yld Opp (SDHY) ..... N 19.60 18.42 – 6.0 NS
NAV is as of Thursday’s close. d-NAV is as of Wednesday’s close. CalmosConvOp (CHI) ..................... N 15.54 16.00 + 3.0 39.1 Royce Global Value Trust (RGT) ...... N 17.36 16.19 – 6.7 23.8 PioneerHilncm (PHT)-a .................... N 9.52 10.17 + 6.8 7.8
Ellsworth G&I Fund Ltd (ECF) .......... A 14.97 14.46 – 3.4 22.1 Swiss Helvetia (SWZ) ..................... N 11.32 9.73 – 14.0 21.7 Wells Fargo Income Oppty (EAD) .... A NA 8.92 NA 7.6
e-NAV assumes rights offering is fully subscribed. f-Rights offering WstAstHIF II (HIX) .......................... N NA 7.14 NA 8.0
Gabelli Conv Sec (GCV) ................... N 6.73 6.62 – 1.6 23.3 Templeton Dragon (TDF) ................ N 20.28 18.36 – 9.5 – 2.6
in process. g-Rights offering announced. h-Lipper data has been ad- HiIncBd (PCF)-a ............................... N 8.82 8.75 – 0.8 18.7 Templeton Em Mkt (EMF) ............... N 19.44 17.49 – 10.0 5.6 Western Asset Hi Inc Opp (HIO) ...... N NA 5.22 NA 7.0
justed for rights offering. j-Rights offering has expired, but Lipper VAGI Conv & Inc II (NCZ) ................ N NA 5.31 NA 25.3 United Corps Ltd (UNC)-cy ............... T 187.78 110.95 – 40.9 13.2 Western Asset Hi Yld D O (HYI) ....... N NA 15.70 NA 7.0
data not yet adjusted. l-NAV as of previous day. o-Tender offer in VAGI Conv & Inc (NCV) ................... N NA 6.03 NA 25.6 Wells Fargo Gl Div Oppty (EOD) ....... N NA 5.80 NA 36.4 Other Domestic Taxable Bond Funds
process. Source: Lipper VAGI Con & Inc 2024 (CBH) ............ N 10.46 10.65 + 1.8 16.0 U.S. Mortgage Bond Funds Apollo Tactical Income (AIF) ........... N NA 15.79 NA 6.6
THREE YEAR TED SPREAD Market Sentiment LAST +1.51

Citigroup Panic/Euphoria Model
TED Spread = 3-mth LIBOR – 3-mth T-bill rate 2.1
1.5 Euphoria
1.4 1.4
1.3
1.2
0.7
1.1
1.0
0.9 0
0.8
0.7 -0.7
0.6 Panic
Friday's Close 0.12 -1.4
0.5
0.4
0.3 -2.1
0.2 O N D J F M A M J J A S O N
0.1 The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 sell signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be
18 20 21 higher one year later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later.
Source: Citigroup Investment Research - US Equity Strategy
Weekly Closed-End Funds Data provided by
12 mos 12 mos 12 mos 52 Week

Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc 10/29/21 Fund Name (Symbol) Exch NAV Price /Disc 10/29/21 Fund Name (Symbol) Exch NAV Price /Disc 10/29/21 Fund Name (Symbol) Exch NAV Price /Disc Return
Ares Dynamic Crdt Alloc (ARDC) ..... N NA 15.96 NA 7.1 Nuveen AMT-Fr Mu CI (NVG) .......... A 17.44 17.41 – 0.2 4.6 Bluerock Total Inc+ RE:C (N/A) ........ z 31.63 NA NA 18.8 BNYM Alcntr Glb MS Cr Fd (N/A) ..... z 104.77 NA NA 6.7
Barings Corporate Inv (MCI) ........... N NA 16.48 NA 4.5 Nuveen Dyn Muni Opp (NDMO) ....... N 15.77 15.60 – 1.1 5.8 Bluerock Total Inc+ RE:I (N/A) ......... z 34.18 NA NA 20.0 CliffwaterClFd;I (N/A)-a .................... z 10.60 NA NA 7.9
Barings Part Inv (MPV) ................... N NA 14.90 NA 4.2 Nuveen Enh Muni Val (NEV) ............ N 15.94 15.57 – 2.3 4.6 Bluerock Total Inc+ RE:L (N/A) ........ z 33.09 NA NA 19.4 CliffwaterElFd;A (N/A) ..................... z NA NA NA NS
BlackRock Mlt-Sctr Inc (BIT) .......... N 17.84 18.51 + 3.8 7.8 Nuveen Int Dur Mun Term (NID) ...... N 14.94 14.97 + 0.2 3.6 Broadstone Rl Est Acc:I (N/A) .......... z 1.31 NA NA 5.9 CNR Strategic Credit (N/A) .............. z 10.96 NA NA 9.4
BlackRock Tax Muni Bd (BBN) ........ N 25.48 25.66 + 0.7 5.3 Nuveen Int Dur Qlty Mun (NIQ) ........ N 14.85 14.87 + 0.1 3.3 Broadstone Rl Est Acc:W (N/A) ....... z 1.30 NA NA 5.9 FedProj&TrFinanceTendr (N/A) ...... z 9.98 NA NA 2.0
DoubleLine:Oppor Crdt Fd (DBL) .... N 19.09 19.29 + 1.0 8.7 Nuveen Mu Crdt Opps (NMCO) ....... N 15.70 15.48 – 1.4 4.9 CBRE GlbRlEst (IGR)-a .................... z 10.03 9.14 – 8.9 37.4 Flat Rock Core Income (N/A) ........... z 20.68 NA NA NS
EVLmtDurIncm (EVV) ..................... A NA 13.20 NA 9.0 Nuv Muni Credit Income (NZF) ........ A 17.14 17.16 + 0.1 4.7 CIM RA&C A (N/A) .......................... z 26.12 NA NA 10.0 InvDYCrOpp:A (N/A) ....................... z 12.47 NA NA NS
Franklin Ltd Dur Income (FTF) ......... A 9.08 9.08 + 0.0 9.6 NuvMuniHiIncOpp (NMZ) ............... A 14.70 14.88 + 1.2 5.2 CIM RA&C C (N/A) .......................... z 25.81 NA NA 9.1 InvDYCrOpp:R6 (N/A) .................... z 12.47 NA NA NS
J Han Investors (JHI) ...................... N 18.63 18.72 + 0.5 7.6 Nuveen Muni Inc (NMI) ................... N 11.33 11.72 + 3.4 3.2 CIM RA&C I (N/A) ........................... z 26.21 NA NA 10.2 InvDYCrOpp:Y (N/A) ....................... z 12.47 NA NA NS
MFS Charter (MCR)-a ...................... N 8.38 8.50 + 1.4 8.0 Nuveen Muni Val (NUV) .................. N 10.65 10.71 + 0.6 3.2 CIM RA&C L (N/A) .......................... z 26.01 NA NA 9.6 Invesco Sr Loan A (N/A) .................. z 6.59 NA NA 3.4
NuvCorePlusImpact (NPCT) ........... N 19.75 18.20 – 7.8 NS Nuveen Quality Muni Inc (NAD) ....... N 16.21 15.55 – 4.1 4.5 Clarion Partners REI D (N/A) ........... z NA NA NA NA Invesco Sr Loan C (N/A) .................. z 6.60 NA NA 2.6
Nuveen Taxable Muni Inc (NBB) ...... N 22.78 22.48 – 1.3 5.2 Nuveen Sel Mat (NIM) ..................... N 10.85 11.09 + 2.2 2.7 Clarion Partners REI I (N/A) ............. z NA NA NA NA Invesco Sr Loan IB (N/A) ................. z 6.59 NA NA 3.6
PCM Fund (PCM) ............................ N 9.44 11.40 + 20.8 8.6 Nuveen Sel TF (NXP) ....................... N 16.34 16.45 + 0.7 3.2 Clarion Partners REI S (N/A) ........... z NA NA NA NA Invesco Sr Loan IC (N/A) ................. z 6.59 NA NA 3.5
PIMCO Corp & Inc Oppty (PTY) ....... N 14.12 18.38 + 30.2 8.4 Nuveen Sel TF 2 (NXQ) .................... N 15.58 15.36 – 1.4 3.2 Clarion Partners REI T (N/A) ............ z NA NA NA NA Invesco Sr Loan Y (N/A) .................. z 6.58 NA NA 3.6
PIMCO Corp & Inc Strat (PCN) ........ N 14.31 18.26 + 27.6 7.3 Nuveen Sel TF 3 (NXR) .................... N 16.74 16.88 + 0.8 3.1 Griffin Inst Access RE:A (N/A) ......... z NA NA NA NA OFS Credit Company (OCCI) ........... z NA 13.63 NA NA
PIMCOHilnco (PHK) ....................... N 5.78 6.25 + 8.1 8.9 PIMCO MuniInc (PMF) .................... N 13.28 14.34 + 8.0 4.6 Griffin Inst Access RE:C (N/A) ......... z NA NA NA NA Yieldstreet Prism (N/A) ................... z NA NA NA 7.9
PIMCO IncmStrFd (PFL) ................. N 10.37 10.94 + 5.5 9.4 PIMCOMuniIncII (PML) .................. N 12.33 14.39 + 16.7 5.1 Griffin Inst Access RE:I (N/A) .......... z NA NA NA NA High Yield Bond Funds
PIMCO IncmStrFd II (PFN) .............. N 9.15 9.67 + 5.7 9.3 Pimco Muni III (PMX) ..................... N 11.35 12.45 + 9.7 4.6 GS Real Est Div Inc:A (N/A) ............. z NA NA NA NA Griffin Inst Access Cd:A (N/A) ......... z NA NA NA 6.1
Putnam Mas Int (PIM) .................... N 3.96 3.96 + 0.0 6.8 PioneerHilncAdv (MAV)-a ................ N 12.17 11.95 – 1.8 5.0 GS Real Est Div Inc:C (N/A) ............. z NA NA NA NA Griffin Inst Access Cd:C (N/A) ......... z NA NA NA 6.1
Putnam Prem Inc (PPT) .................. N 4.42 4.44 + 0.5 7.3 PionrMuniHiIncOppty (MIO)-a ......... N 19.70 18.25 – 7.4 NS GS Real Est Div Inc:I (N/A) .............. z NA NA NA NA Griffin Inst Access Cd:F (N/A) .......... z NA NA NA 6.1
Wells Fargo Multi-Sector (ERC) ...... A NA 13.41 NA 8.3 PioneerMunHiIcm (MHI)-a .............. N 13.13 12.26 – 6.6 4.6 GS Real Est Div Inc:L (N/A) .............. z NA NA NA NA Griffin Inst Access Cd:I (N/A) .......... z NA NA NA 6.1
Western Asset Dvsfd Inc (WDI) ....... N NA 18.70 NA NS Putnam Mgd Inc (PMM) ................. N 8.28 8.71 + 5.2 4.6 GS Real Est Div Inc:P (N/A) ............. z NA NA NA NS Griffin Inst Access Cd:L (N/A) .......... z NA NA NA 6.1
World Income Funds Putnam Muni Opp (PMO) ................ N 13.82 14.19 + 2.7 4.9 GS Real Est Div Inc:W (N/A) ............ z NA NA NA NA Griffin Inst Access Cd:M (N/A) ........ z NA NA NA NS
Abrdn AP IncFd (FAX)-a ................... N 4.34 4.08 – 6.0 7.8 RiverNorth Flex Muni Inc (RFM) ...... N 24.06 23.17 – 3.7 5.4 NexPointRlEstStrat;A (N/A) ............ z 19.93 NA NA 38.7 PIMCO Flexible Cr I;A-1 (N/A) .......... z 9.53 NA NA NS
Aberdeen Global Income (FCO)-a ..... N 6.18 8.35 + 35.1 10.0 RiverNorth Flx Mu Inc II (RFMZ) ...... N 20.12 20.25 + 0.6 NS NexPointRlEstStrat;C (N/A) ............ z 20.15 NA NA 37.7 PIMCO Flexible Cr I;A-2 (N/A) .......... z 9.53 NA NA 7.3
BlackRock 2022 Gl Inc Op (BGIO) ... N 2.63 2.61 – 0.8 106.9 RiverNorth Mgd Dur Mun I (RMM) .. N 20.12 19.75 – 1.8 5.6 NexPointRlEstStrat;Z (N/A) ............ z 20.14 NA NA 39.1 PIMCO Flexible Cr I;A-3 (N/A) .......... z 9.53 NA NA NS
BrndywnGLB Glb Inc Oppts (BWG) . N NA 12.22 NA 7.6 RiverNorth Opps Muni Inc (RMI) ..... N 23.64 22.72 – 3.9 5.0 PREDEX;I (N/A) .............................. z 28.11 NA NA 16.4 PIMCO Flexible Cr I;A-4 (N/A) .......... z 9.53 NA NA 7.2
EtnVncStDivInc (EVG) .................... N NA 13.48 NA 8.0 Western Asset Mgd Muni (MMU) .... N NA 13.29 NA 3.9 PREDEX;T (N/A) ............................. z 28.26 NA NA 16.3 PIMCO Flexible Cr I;Inst (N/A) ......... z 9.53 NA NA 7.9
First Tr/Ab Glbl Inc (FAM) ................ N 9.73 10.06 + 3.4 9.3 Western Asset Mun Hi Inc (MHF) .... N NA 8.20 NA 3.1 PREDEX;W (N/A) ............................ z 28.26 NA NA 16.3 WA Middle Mkt Inc (N/A) ................. z NA NA NA 5.1
MS EmMktDomDebt (EDD) ............ N 6.33 5.84 – 7.7 6.7 WstAstMuniPrtnrs (MNP) .............. N NA 16.06 NA 3.6 Principal Dvs Sel RA A (N/A) ........... z 28.30 NA NA 16.0 Other Domestic Taxable Bond Funds
Ms EmMktDebtFd (MSD) ................ N 10.04 9.37 – 6.7 4.7 Single State Muni Bond Principal Dvs Sel RA Ins (N/A) ......... z 28.37 NA NA 16.1 AFA MMC;Inst (N/A) ....................... z 10.02 NA NA NS
Nuveen EM Dbt 2022 Tg Tr (JEMD) . N 7.98 7.70 – 3.5 4.7 BlackRock CA Mun (BFZ) ................ N 15.91 14.60 – 8.2 3.3 Principal Dvs Sel RA Y (N/A) ........... z 28.50 NA NA 16.3 AFA MMC;Inv (N/A) ........................ z 10.01 NA NA NS
PIMCO Dyn Crd & Mrt Inc (PCI) ....... N 20.05 21.13 + 5.4 9.7 BR MH CA Qly Fd Inc (MUC) ............ N 15.74 15.95 + 1.3 4.2 StoneCastle Financial Co (BANX) .... z NA 21.68 NA NA Alternative Credit Inc:A (N/A) .......... z 11.08 NA NA 6.3
PIMCO Dynamic Income (PDI) ........ N 24.51 26.47 + 8.0 9.8 BR MH NJ Qly (MUJ) ....................... N 15.82 15.53 – 1.8 4.9 The Private Shares;A (N/A) ............. z 45.29 NA NA 35.1 Alternative Credit Inc:C (N/A) .......... z 11.19 NA NA 5.5
PIMCO Dynamic Inc Opp (PDO) ...... N NA 20.45 NA NS BR MH NY Qly (MHN) ..................... N 14.89 14.69 – 1.3 4.6 The Private Shares;I (N/A) ............... z 45.74 NA NA 35.4 Alternative Credit Inc:I (N/A) ........... z 11.10 NA NA 6.5
PIMCO Income Opportunity (PKO) .. N 23.26 24.54 + 5.5 9.2 BR MuniYld CA (MYC) .................... N 16.21 15.57 – 3.9 3.4 The Private Shares;L (N/A) .............. z 44.86 NA NA 34.8 Alternative Credit Inc:L (N/A) .......... z 11.07 NA NA 6.0
PIMCO Stratg Inc (RCS) .................. N 6.25 7.30 + 16.8 8.4 BR MuniYld CA Qly (MCA) ............... N 16.02 15.54 – 3.0 4.2 Thirdline Real Estate I (N/A) ............ z 10.05 NA NA NS Alternative Credit Inc:W (N/A) ......... z 11.07 NA NA 6.3
StoneHarbor EM Tot Inc (EDI) ......... N 7.81 7.87 + 0.8 10.6 BR MuniYld MI Qly (MIY) ................ N 15.61 14.88 – 4.7 4.4 USQ Core Real Estate:I (N/A) ........... z 27.34 NA NA 14.8 Angel Oak Str Crdt:Inst (N/A) .......... z NA NA NA 8.5
StoneHarbor Emg Mkts Inc (EDF) ... N 6.59 7.03 + 6.7 12.4 BR MuniYld NJ (MYJ) ..................... N 15.93 15.83 – 0.6 4.8 USQ Core Real Estate:IS (N/A) ........ z 27.36 NA NA 14.8 BR Credit Strat;A (N/A) ................... z 10.12 NA NA 5.3
Templeton Em Inc (TEI) .................. N 7.74 7.61 – 1.7 8.1 BR MuniYld NY Qly (MYN) .............. N 14.28 14.28 + 0.0 4.4 Versus Cap MMgr RE Inc:I (N/A) ..... z 29.92 NA NA NE BR Credit Strat;Inst (N/A) ................ z 10.12 NA NA 6.1
Templtn Glbl Inc (GIM) ................... N 5.48 5.36 – 2.2 5.5 BR MuniYld PA Qly (MPA) ............... N 16.19 16.27 + 0.5 4.1 Versus Capital Real Asst (N/A) ........ z 26.49 NA NA 9.2 BR Credit Strat;U (N/A) ................... z 10.13 NA NA NS
Virtus Gl MSec Inc (VGI) ................. N 11.82 11.91 + 0.8 9.3 BlackRock NY Mun (BNY) ............... N 14.86 14.95 + 0.6 4.9 Wildermuth Endwmnt:A (N/A) ........ z 14.07 NA NA 6.0 BR Credit Strat;W (N/A) .................. z 10.12 NA NA NS
WstAstEmergDebt (EMD) ............... N NA 13.56 NA 7.9 BlackRock VA Mun (BHV) ............... N 15.49 18.17 + 17.3 NA Wildermuth Endwmnt:C (N/A) ........ z 13.44 NA NA 5.2 BlackRock Mlt-Sctr Oppty (N/A) ...... z 86.36 NA NA 7.0
Western Asset Gl Cr D Op (GDO) ..... N NA 17.52 NA 6.6 Del CO Muni Inc (VCF)-a ................... A 15.46 14.14 – 8.5 3.4 Wildermuth Endowment:I (N/A) ...... z 14.18 NA NA 6.3 BlackRock Mlt-Sec Opp II (N/A) ...... z 89.60 NA NA 7.0
Income & Preferred Stock Funds Carlyle Tact Pvt Cred:A (N/A) ........... z NA NA NA 6.8
National Muni Bond Funds Del MN II (VMM)-a ........................... A 15.05 13.82 – 8.2 2.8 Carlyle Tact Pvt Cred:I (N/A) ............ z NA NA NA 7.3
AllBerNatlMunInc (AFB) ................. N 15.32 14.92 – 2.6 4.3 EVCAMuniBd (EVM) ....................... A 12.48 11.92 – 4.5 4.2 A3 Alternative Inc (N/A) .................. z 9.14 NA NA – 7.8
Calamos L/S Eqty and DI (CPZ) ....... z 21.09 20.26 – 3.9 12.8 Carlyle Tact Pvt Cred:L (N/A) ........... z NA NA NA 6.8
BlckRk Inv Q Mun (BKN) ................. N 16.41 17.43 + 6.2 4.7 EVCAMuniIncm (CEV) .................... A 14.58 14.08 – 3.4 4.0 Carlyle Tact Pvt Cred:M (N/A) .......... z NA NA NA 6.5
BlckRk L-T Muni Adv (BTA) ............. N 13.37 14.21 + 6.3 4.6 Eaton Vance NY Muni Bd (ENX) ....... A 13.33 12.24 – 8.2 4.0 Destra Multi-Altrntv;A (N/A) ............ z 11.70 NA NA 4.6
Destra Multi-Altrntv;C (N/A) ............ z 11.11 NA NA 3.8 Carlyle Tact Pvt Cred:N (N/A) .......... z NA NA NA 7.3
BlackRock Muni 2030 Tgt (BTT) ...... N 26.69 25.49 – 4.5 2.9 InvCaValMuIncTr (VCV) ................. N 13.59 14.10 + 3.8 4.0 Carlyle Tact Pvt Cred:Y (N/A) ........... z NA NA NA 7.0
BlackRock Muni (BFK) .................... N 14.59 15.23 + 4.4 4.7 InvPAValMuIncTr (VPV) ................. N 14.25 13.33 – 6.5 4.5 Destra Multi-Altrntv;I (N/A) ............. z 11.97 NA NA 4.8
Destra Multi-Altrntv;T (N/A) ............ z 11.31 NA NA 4.1 CION Ares Dvsfd Crdt;A (N/A) ......... z NA NA NA 5.4
BlackRock Muni II (BLE) ................. N 14.92 15.19 + 1.8 4.9 InvTrInvGrNYMu (VTN) .................. N 14.43 13.49 – 6.5 4.2 CION Ares Dvsfd Crdt;C (N/A) ......... z NA NA NA 5.4
BlckRk Muni Inc Qly (BYM) ............. N 15.65 15.27 – 2.4 4.5 NeubrgrBrmCA (NBW) ................... A 15.49 13.85 – 10.6 3.8 First Trust Alt Opps;A (N/A) ............. z NA NA NA NS
First Trust Alt Opps;A (N/A) ............. z NA NA NA NA CION Ares Dvsfd Crdt;I (N/A) .......... z NA NA NA 5.3
BR Muni Income (MUI) ................... N 15.82 15.55 – 1.7 4.2 NeubrgeBrmNY (NBO) ................... A 14.10 12.81 – 9.1 3.7 CION Ares Dvsfd Crdt;L (N/A) .......... z NA NA NA 5.4
BR MuniAssets Fd (MUA) ............... N 14.94 16.03 + 7.3 4.1 Nuveen AZ Qual Muni Inc (NAZ) ...... N 15.21 15.71 + 3.3 3.7 Flat Rock Opportunity (N/A) ............ z 23.00 NA NA 41.7 CION Ares Dvsfd Crdt;U (N/A) ......... z NA NA NA 5.4
BR MuniHoldings Qly (MFL) ........... N 15.12 14.48 – 4.2 4.0 Nuveen CA AMT-F Qual MI (NKX) .... A 16.61 16.25 – 2.2 4.0 Lord Abbett Spec Sit I:A (N/A) ......... z 9.98 NA NA NS CION Ares Dvsfd Crdt:U2 (N/A) ....... z NA NA NA 5.4
BR MH Qly 2 (MUE) ......................... N 14.10 13.72 – 2.7 4.4 Nuveen CA Val (NCA) ...................... N 10.74 10.33 – 3.8 3.0 Lord Abbett Spec Sit I:I (N/A) .......... z 9.98 NA NA NS CION Ares Dvsfd Crdt;W (N/A) ........ z NA NA NA 5.3
BR MuniHoldngs (MHD) ................. N 17.12 16.80 – 1.9 4.4 NuveenCAQtyMuInc (NAC) ............. N 15.99 15.46 – 3.3 4.2 Variant Altrntv Inc:Inst (N/A) ........... z 28.09 NA NA 12.3 CNR Select Strategies (N/A) ............ z 12.23 NA NA 0.0
BR MuniVest Fd (MVF) .................... N 9.92 9.55 – 3.7 4.3 Nuveen CA Sel Tx-Free (NXC) .......... N 15.77 15.75 – 0.1 3.2 Variant Impact;Instl (N/A) ............... z 25.11 NA NA NS First Eagle Crdt Opps A (N/A) ........... z NA NA NA NS
BR MuniVest 2 (MVT) ..................... N 15.48 15.18 – 1.9 4.7 NuvGA Qual Muni Inc (NKG) ........... A 14.21 13.78 – 3.0 3.9 Zell Capital (N/A) ............................. z NA NA NA NS First Eagle Crdt Opps I (N/A) ............ z NA NA NA 7.1
BR MuniYield Fd (MYD) .................. N 15.15 14.58 – 3.8 4.6 Nuveen MA Qual Muni Inc (NMT) .... N 15.12 15.50 + 2.5 3.5 Convertible Sec's. Funds FS Credit Income;A (N/A) ................ z NA NA NA 5.3
BR MuniYield Qlty (MQY) ................ N 16.33 16.20 – 0.8 4.9 Nuveen Minn Qual Mun Inc (NMS) .. A 15.50 15.11 – 2.5 4.1 Calmos Dyn Conv and Inc (CCD) ..... z 31.90 32.91 + 3.2 23.9 FS Credit Income;I (N/A) ................. z NA NA NA 5.5
BR MuniYld Qlty2 (MQT) ................ N 14.37 14.63 + 1.8 4.5 Nuveen MO Qual Mun Inc (NOM) .... A 13.97 14.61 + 4.6 3.5 12 mos FS Credit Income;T (N/A) ................ z NA NA NA 5.0
BR MuniYld Qly 3 (MYI) .................. N 15.23 14.58 – 4.3 4.2 NuvNJ Qual Muni Inc (NXJ) ............. A 16.46 15.58 – 5.3 4.5 Stock Market Prem Yield FS Credit Income;U (N/A) ................ z NA NA NA 4.8
BNY Mellon Muni Bd Infra (DMB)-a .. N 14.53 14.47 – 0.4 3.9 Nuveen NY AMT/Fr Qual MI (NRK) .. A 14.96 13.73 – 8.2 4.2 Fund Name (Symbol) Exch NAV Price /Disc 10/29/21 FS Credit Income;U-2 (N/A) ............ z NA NA NA NS
BNY Mellon Muni Income (DMF) ..... A 9.28 8.77 – 5.5 4.7 Nuveen NY Val (NNY) ...................... N 10.18 10.01 – 1.7 3.0 GL Beyond Income (N/A) ................ z 0.47 NA NA NE
BNY Mellon Str Muni Bond (DSM) ... N 8.35 8.22 – 1.6 4.4 Nuveen NY Qual Muni Inc (NAN) ..... N 15.46 14.56 – 5.8 4.3 World Equity Funds KKR CREDIT OPPTY;D (N/A) ........... z 25.00 NA NA NS
BNY Mellon Strat Muni (LEO) .......... N 8.71 8.39 – 3.7 4.9 Nuveen NY Sel Tx-Free (NXN) ......... N 14.39 13.92 – 3.3 3.1 ACAP Strategic:A (N/A) ................... z 25.38 NA NA – 1.1 KKR CREDIT OPPTY;I (N/A) ............ z 27.43 NA NA 5.7
Del Inv Natl Muni Income (VFL)-a ..... A 15.20 13.86 – 8.8 3.8 Nuveen OH Qual Muni Inc (NUO) ..... N 17.45 15.96 – 8.5 3.6 ACAP Strategic:W (N/A) .................. z 18.84 NA NA – 0.3 KKR CREDIT OPPTY;T (N/A) ........... z 27.18 NA NA 5.0
DTF Tax-Free Income (DTF) ............ N 15.80 14.29 – 9.6 3.3 Nuveen PA Qual Muni Inc (NQP) ..... N 16.08 15.39 – 4.3 4.5 Aspiriant Rsk-Mgd Cap Ap (N/A) ..... z NA NA NA NS KKR CREDIT OPPTY;U (N/A) ........... z 26.19 NA NA 5.0
DWS Muni Inc (KTF)-a ..................... N 12.64 12.08 – 4.4 4.3 Nuveen VA Qlty Mun Inc (NPV) ....... N 15.26 15.79 + 3.5 3.7 CalamosGlbTotRet (CGO) ............... z 15.97 16.11 + 0.9 28.2 Lord Abbett Cred Opps Fd (N/A) ...... z 11.03 NA NA 6.0
DWS Strat Mun (KSM)-a .................. N 12.76 12.50 – 2.0 4.4 PIMCO CA (PCQ) ............................ N 14.02 19.31 + 37.7 4.1 CPG Cooper Square IE A (N/A) ........ z NA NA NA NA Lord Abbett Cred Opps Fd (N/A) ...... z 11.04 NA NA 6.7
EVMuniBd (EIM) ............................. A 13.97 13.50 – 3.4 4.4 PIMCOCAMuniII (PCK) ................... N 9.04 9.61 + 6.3 4.0 CPG Cooper Square IE I (N/A) ......... z NA NA NA NA Lord Abbett Crd Op:U (N/A) ............. z 11.04 NA NA 6.0
EVMuniIncm (EVN) ........................ N 14.16 13.68 – 3.4 4.2 Pimco CA Muni III (PZC) ................. N 10.16 11.16 + 9.8 4.2 Primark Priv Eq Inv:I (N/A) .............. z 13.50 NA NA 35.1 Palmer Square Opp Inc (N/A) .......... z 18.91 NA NA 4.7
EVNatMuniOpp (EOT) ..................... N 22.02 22.72 + 3.2 3.4 PIMCO NY (PNF) ............................ N 12.07 12.19 + 1.0 4.1 Thornburg Inc Bldr Opps (TBLD.O) . z 20.30 19.73 – 2.8 NS Thrivent Church Ln&Inc:S (N/A) ..... z 10.54 NA NA 2.5
FedHrmsPremMuI (FMN) ............... N 15.65 15.05 – 3.8 4.4 PIMCONYMuniII (PNI) ................... N 11.60 11.42 – 1.6 4.2 VirtusTotalRetFd (ZTR) ................... z 9.13 9.38 + 2.7 8.4 World Income Funds
InvAdvMuIncTrII (VKI) ................... A 12.10 12.07 – 0.2 4.8 Pimco NY Muni III (PYN) ................. N 9.17 9.62 + 4.9 4.2 U.S. Mortgage Bond Funds BlueBay Destra Itl E:A (N/A) ............ z 29.74 NA NA 3.3
Invesco MuniOp (OIA) .................... N 7.85 8.00 + 1.9 4.7 General Equity Funds Arca US Treasury (N/A) ................... z NA NA NA 0.0 BlueBay Destra Itl E:I (N/A) .............. z 29.75 NA NA 3.5
InvescoMuOppTr (VMO) ................ N 13.57 13.39 – 1.3 4.7 Alternative Strategies:I (N/A) .......... z 6.79 NA NA 36.3 Loan Participation Funds BlueBay Destra Itl E:L (N/A) ............. z 29.71 NA NA 3.1
InvescoMuTr (VKQ) ........................ N 13.58 13.33 – 1.8 4.8 AMG Pantheon:1 (N/A) ................... z NA NA NA NA 1WS Credit Income;A2 (N/A) .......... z 21.57 NA NA NS BlueBay Destra Itl E:T (N/A) ............. z 29.66 NA NA 3.0
InvescoQual Inc (IQI) ...................... N 13.66 13.14 – 3.8 4.7 BOW RIVER CAPTL EVGN;I (N/A) .... z NA NA NA N 1WS Credit Income;Inst (N/A) ......... z 21.64 NA NA 5.5 Oaktree Dvsfd Income;D (N/A) ........ z NA NA NA NS
InvTrInvGrMu (VGM) ..................... N 13.99 13.58 – 2.9 4.8 Continuously Offered AlphCntrc Prime Merid In (N/A) ....... z 9.71 NA NA 10.1 National Muni Bond Funds
InvescoValMunInc (IIM) ................. N 16.60 16.39 – 1.3 4.7 52 Week Axonic Alternative Inc (N/A) ............ z NA NA NA 8.4 Ecofin Tax-Adv Soc Impct (N/A) ...... z 9.54 NA NA 4.0
MAINSTAY:MK DEFTR MUN OP (MMD) N 20.92 21.52 + 2.9 4.8 Stock Market Prem Market Blackstone FR EI D (N/A) ................. z 24.09 NA NA 5.4 Nuveen En HY Muni Bd:A (N/A) ....... z 10.00 NA NA NS
MFS HgIncMuniTr (CXE)-a .............. N 5.35 5.05 – 5.6 4.8 Fund Name (Symbol) Exch NAV Price /Disc Return Blackstone FR EI I (N/A) .................. z 24.06 NA NA 5.6 Nuveen En HY Muni Bd:I (N/A) ........ z 10.01 NA NA NS
MFS HgYldMuniTr (CMU)-a ............. N 4.84 4.58 – 5.4 4.7 Blackstone FR EI T (N/A) ................. z 24.02 NA NA 5.1 PIMCO Flex Mun Inc;A-3 (N/A) ........ z 11.89 NA NA 1.7
NeubrgrBrm (NBH) ......................... A 15.02 16.30 + 8.5 4.9 Specialized Equity Funds Blackstone FR EI T-I (N/A) ............... z 24.61 NA NA 5.1 PIMCO Flex Mun Inc:A1 (N/A) ......... z 11.89 NA NA 1.9
Nuveen AMT-Fr Mu Val (NUW) ........ N 17.44 16.62 – 4.7 2.7 Aspiriant Rsk-Mgd RA (N/A) ........... z NA NA NA NS Blackstone FR EI U (N/A) ................. z 25.08 NA NA 5.1 PIMCO Flex Mun Inc;A2 (N/A) ......... z 11.89 NA NA 2.0
Nuveen AMT-Fr Qlty Mun I (NEA) .... A 15.80 15.22 – 3.7 4.6 Bluerock Total Inc+ RE:A (N/A) ........ z 33.47 NA NA 19.7 Blstn Commnty Dev (N/A) ............... z 9.97 NA NA 2.6 PIMCO Flex Mun Inc;Inst (N/A) ....... z 11.89 NA NA 2.4
TOP SAVINGS DEPOSIT YIELDS

Money Market Account1 One-Year CDs Five-Year CDs
Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
Axos Bank San Diego,CA (877)541-2634 10000 0.61 (CD) 0.61 PenFed Credit Union Alexandria,VA (800)247-5626 1000 0.60 (MA) 0.60 PenFed Credit Union Alexandria,VA (800)247-5626 1000 1.24 (MA) 1.25
LendingClub Bank Boston,MA (800)242-0272 25000 0.60 (CM) 0.60 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.60 (CM) 0.60 Capital One 360 Wilmingtn,DE (877)469-0232 1 1.00 (CM) 1.00
Ally Bank Philadelphia,PA (877)247-2559 1 0.50 (CD) 0.50 BankDirect Dallas,TX (877)839-2737 10000 0.60 (CD) 0.60 Travis CU Concord,CA (800)435-4040 500 1.00 (CM) 1.00
First Internet Bank Indianapolis,IN (888)873-3424 100 0.50 (CM) 0.50 Ally Bank Philadelphia,PA (877)247-2559 1 0.55 (CD) 0.55 Emigrant Direct New York,NY (800)836-1997 1000 1.00 (CD) 1.00
BankDirect Dallas,TX (877)839-2737 10000 0.50 (CD) 0.50 Barclays Bank Wilmingtn,DE (888)710-8756 1 0.55 (CD) 0.55 Dollar Savings Direct Ossining,NY (866)395-8693 1000 1.00 (CD) 1.00
Six-Month CDs2 2½-Year CDs 90-Day Jumbo CDs
Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
BankDirect Dallas,TX (877)839-2737 10000 0.50 (CD) 0.50 Capital One 360 Wilmingtn,DE (877)469-0232 1 0.70 (CM) 0.70 TIAA Bank Jackson,FL (888)882-3837 1000 0.35 (CD) 0.35
First Internet Bank Indianapolis,IN (888)873-3424 1000 0.45 (CM) 0.45 Discover Bank Greenwood,DE (800)347-7000 2500 0.70 (CD) 0.70 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.25 (CM) 0.25
iGobanking.com Flushing,NY (888)432-5890 1000 0.45 (CD) 0.45 TIAA Bank Jackson,FL (888)882-3837 1000 0.64 (CD) 0.65 Axos Bank San Diego,CA (877)541-2634 1000 0.20 (CD) 0.20
PenFed Credit Union Alexandria,VA (800)247-5626 1000 0.40 (MA) 0.40 Community Commerce Bk Los Angeles,CA (323)268-6100 10000 0.55 (CM) 0.55 Ohio Savings Bk - Cleveland Cleveland,OH (800)696-2222 2500 0.20 (CD) 0.20
TIAA Bank Jackson,FL (888)882-3837 1000 0.40 (CD) 0.40 ProGrowth Bank Gaylord,MN (888)922-2265 25000 0.51 (CA) 0.51 MyBankingDirect.com Westbury,NY (866)285-1856 2500 0.20 (CD) 0.20
1Including passbook, statement savings, and bank-offered liquid asset accounts.
Yields are based on the stated rate and compounding method in effect Friday and are subject Source: (c) 2021, Curinos, 30501 Agoura Road, 2nd Floor, Agoura Hills, CA 91301
2Six-month CD yields assume reinvestment of principal and interest at the same rate for an to change. Phone to verify before investing or sending money. 818-880-8877. All rights reserved. May not be reproduced or retransmitted in any form with-
additional six months. out express written consent of Curinos.
(CC) Compounded continuously; (SA) compounded semiannually; (CD) compounded daily;
Rates are the highest yields on six types of accounts offered by federally-insured banks and (CA) compounded annually; (CM) compounded monthly; (SI) simple interest; (CQ) com-
savings associations nationwide. pounded quarterly
Market Laboratory
DJ HALF-HOURLY AVERAGES THE DOW JONES AVERAGES TRADING DIARY
Market Advance/Decline Volumes
Dow Jones 30 Industrial (divisor: 0.15172752595384) Week's Daily Nov 15 16 17 18 19
Daily Nov 15 16 17 18 19 COMPONENTS Change INDUSTRIALS
37025 NY Up 399,659 305,278 230,799 249,483 243,471
3M -4.43 NY Off 353,296 470,763 556,871 607,175 687,043
Open (t) 36225.40 36159.49 36068.54 35935.54 35790.67
Open (a) 36128.83 36076.18 36159.70 35901.69 35879.09 American Express -8.35 NY Up - Composite 1,850,988 1,536,801 1,271,284 1,204,419 1,131,631
NY Off - Composite 1,612,111 2,331,626 2,663,556 2,993,597 3,117,863
10:00 36201.26 36257.34 35980.22 35816.57 35693.66 Amgen -5.31 NYSE Amer UP 6,700 2,819 12,154 4,020 5,001
10:30 36193.28 36196.34 35979.18 35696.38 35607.32 Apple 10.56 NYSE Amer Off 13,608 14,563 10,855 20,433 12,812
11:00 36194.74 36187.60 35983.22 35754.22 35635.66
11:30 36173.04 36285.41 35939.72 35790.70 35709.83 Boeing -6.83 36450 NASD Up 2,230,357 2,997,512 1,760,019 1,674,937 2,388,596
NASD Off 2,681,966 2,369,373 3,091,034 3,587,811 2,382,617
12:00 36104.11 36276.21 36009.06 35844.60 35681.92 Caterpillar -8.83 NYSE Arca UP 62,561 80,299 60,859 64,759 53,926
12:30 36102.81 36269.34 35944.83 35910.06 35693.59 Chevron -2.32 NYSE Arca Off 101,320 101,626 135,217 147,515 160,914
1:00 36134.65 36287.70 35983.14 35856.74 35719.82 % (QCHA) …. –.17 –.59 –.67 –.68
1:30 36128.90 36287.88 35979.50 35873.51 35622.61 Cisco Systems -3.57
% (QACH) –.11 –1.15 –.40 –1.61 –1.29
2:00 36118.59 36290.75 35977.40 35893.54 35620.34 Coca-Cola -1.48 35875 % (QCHAQ) –.19 –.28 –.88 –1.39 –.56
2:30 36080.70 36249.61 35917.26 35862.07 35610.49 Disney -5.63 Market Advance/Decline Totals
3:00 36090.50 36213.27 35958.88 35895.92 35607.79
3:30 36091.08 36201.38 35994.94 35889.91 35604.78
Dow -2.72 Week ended last Friday compared to previous Friday
Close 36087.45 36142.22 35931.05 35870.95 35601.98 Goldman Sachs -17.52 Weekly Comp. NYSE NYSE Amer Nasdaq NYSE Arca
High (t) 36411.39 36513.61 36312.69 36189.77 35995.51 Home Depot 36.06 Total Issues 3,615 292 5,169 1,785
Low (t) 35900.57 35883.07 35701.66 35517.62 35341.48 35300 Advances 1,034 59 1,512 432
Honeywell Intl -3.90 Declines 2,491 228 3,479 1,320
High (a) 36236.07 36316.61 36159.70 35952.63 35879.09
Low (a) 36031.78 36076.18 35909.48 35654.39 35555.37 IBM -2.91 Unchanged 90 5 178 33
New Highs 348 9 536 388
Change –12.86 +54.77 –211.17 –60.10 –268.97 Intel -0.79 New Lows 213 30 616 121
Theoretical (t): High 36513.61 Low 35341.48 Johnson & Johnson -2.12
Actual (a): High 36316.61 Low 35555.37 NYSE Composite Daily Breadth
JPMorgan Chase -5.94 34725 Daily Nov 15 16 17 18 19
Dow Jones 20 Transport (divisor: 0.15940892238725) McDonald's 1.28 Issues Traded 3,498 3,479 3,506 3,497 3,501
Advances 1,531 1,500 1,118 1,169 1,164
Open (t) 16807.84 16714.81 16736.89 16568.40 16443.50 Merck -3.30 Declines 1,817 1,810 2,227 2,194 2,184
Open (a) 16801.63 16768.98 16782.81 16550.77 16493.24 Unchanged 150 169 161 134 153
Microsoft 6.39 New Highs 165 172 106 118 93
10:00 16842.86 16777.70 16681.16 16435.73 16400.94
Nike Cl B 5.79 34150 New Lows 44 56 82 108 112
10:30 16842.72 16778.48 16650.68 16279.56 16425.21 Blocks - primary 3,906 4,161 4,365 4,481 4,705
11:00 16840.06 16793.55 16646.78 16303.46 16470.63 Procter & Gamble 0.26 Total (000) - primary 763,839 786,851 799,641 865,109 937,894
11:30 16817.63 16819.66 16602.23 16367.87 16533.98 Total (000) 3,519,598 3,927,248 3,994,688 4,235,754 4,280,861
Salesforce.com -5.48
12:00 16755.93 16846.74 16591.92 16412.56 16538.88 NYSE American Composite
12:30 16737.17 16844.10 16544.55 16420.77 16542.00 Travelers Cos -4.89
Daily Nov 15 16 17 18 19
1:00 16772.55 16852.59 16570.99 16393.59 16571.27 UnitedHealth Group -18.99 33575 Issues Traded 280 280 280 282 282
1:30 16739.78 16863.49 16584.62 16419.39 16508.68 Verizon Communications -1.48 Advances 119 86 100 75 69
2:00 16746.11 16828.49 16575.89 16443.39 16492.68 Declines 152 184 167 199 200
Visa Cl A -11.23 Unchanged 9 10 13 8 13
2:30 16740.22 16831.48 16542.48 16452.15 16511.50 NOTICE TO READERS: New Highs 5 4 2 4 2
3:00 16751.60 16819.51 16567.30 16486.96 16529.23 Walgreens Boots Alliance -2.56 New Lows 3 10 15 24 17
Blocks - primary 179 161 189 221 175
3:30 16763.05 16812.51 16590.85 16499.12 16543.74 Walmart -5.37 Total (000) - primary 20,662 17,732 23,172 24,594 18,859
Close 16779.68 16791.41 16550.01 16496.69 16517.46 Sign up for the Weekly 33000 Total (000) 290,275 260,796 480,401 378,034 271,705
High (t) 16932.96 16969.19 16857.59 16665.75 16659.61
Low (t) 16659.07 16621.34 16467.02 16230.74 16263.36 Market Lab Newsletter: Nasdaq
TRANSPORTATION
High (a) 16863.26 16875.82 16782.81 16587.25 16578.37
Alaska Air Group -2.91 barrons.com/newsletters 18500 Daily
Issues Traded
Nov 15
4,867
16
4,881
17
4,903
18
4,885
19
4,938
Low (a) 16730.45 16697.17 16525.47 16259.94 16339.81
Advances 2,070 2,150 1,470 1,490 1,785
Change +19.83 +11.73 –241.40 –53.32 +20.77 American Airlines Group -1.01 Declines 2,579 2,454 3,199 3,149 2,896
18000
Theoretical (t): High 16969.19 Low 16230.74 Avis Budget Group 19.27 Please visit the new Unchanged
New Highs
218
205
277
235
234
160
246
158
257
160
Actual (a): High 16875.82 Low 16259.94 CH Robinson Worldwide 1.78 Market Lab home page on 17500
New Lows
Blocks - primary
133
30,174
204
36,565
242
28,864
409
28,734
322
25,478
Dow Jones 15 Utilities (divisor: 1.29685261171310) CSX 0.85 barrons.com under Data. Total (000) 4,964,804 5,445,808 4,992,290 5,319,473 4,829,935
Open (t) 912.76 919.54 911.21 911.31 910.81 Delta Air -2.53
Open (a) 910.07 919.82 912.56 911.90 908.77 www.barrons.com/market- 17000 NYSE Arca Composite
Expeditors Intl of Wash 0.61 Daily Nov 15 16 17 18 19
10:00 911.04 920.10 908.64 910.72 909.40

FedEx -11.19 data/market-lab Issues Traded 1,634 1,635 1,643 1,634 1,619
10:30 915.93 918.60 905.40 908.68 910.81 16500 Advances 557 786 457 631 460
11:00 916.49 917.64 906.82 907.48 912.44 JB Hunt Transport -4.95 Declines 1,047 812 1,143 964 1,129
11:30 916.79 917.07 906.44 907.78 911.80 Unchanged 30 37 43 39 30
JetBlue Airways -0.76 New Highs 171 225 62 72 93
12:00 917.15 914.78 906.98 907.01 911.59 16000 New Lows 35 44 34 32 33
12:30 918.89 913.47 909.24 908.81 914.03 Kansas City Southern -6.46 Blocks - primary 839 851 903 879 1,035
1:00 918.55 915.45 909.41 908.86 914.65 Kirby Corp -3.59 Total (000) - primary 176,078 185,541 197,247 213,909 216,496
15500 Total (000) 888,800 957,795 1,046,252 1,074,756 1,175,741
1:30 918.42 917.29 908.44 909.02 913.72 Landstar System -7.43
2:00 919.43 917.66 908.15 910.71 913.64
2:30 918.06 917.23 907.86 909.66 914.69
Matson -3.48 15000
3:00 916.96 917.78 909.73 908.91 914.62 Norfolk Southern -1.87 OTHER MARKET INDEXES
3:30 917.65 916.34 911.45 907.45 915.29 Ryder System -3.81 14500 Daily 11/15 11/16 11/17 11/18 11/19
Close 919.61 913.25 912.34 908.40 914.39 Southwest Airlines -1.59 NYSE Amer Comp 3510.46 3537.87 3506.55 3508.80 3435.21
High (t) 921.42 924.42 915.75 915.31 918.60 AmMajorMkt 3163.17 3148.04 3127.09 3113.29 3078.57
Low (t) 908.33 910.72 902.88 903.14 905.15 Union Pacific -1.13 14000 BNY ADR Idx 166.17 165.97 164.87 163.83 162.53
High (a) 919.79 920.80 913.23 912.98 916.53 United Airlines -3.72 Europe 147.09 146.76 146.81 146.50 144.37
Low (a) 909.82 912.85 905.25 905.82 907.55 United Parcel Service B -4.72 Latin Am 180.01 176.69 173.62 170.28 169.85
Change +11.32 –6.36 –.91 –3.94 +5.99 13500 Asia 225.31 225.84 222.50 220.26 220.36
Theoretical (t): High 924.42 Low 902.88 Emerg M 371.37 372.14 366.49 361.08 360.86
UTILITIES DJ US TSM Float 48582.45 48782.07 48580.23 48652.55 48528.59
Actual (a): High 920.80 Low 905.25
975 Nasdaq Cmp 15853.85 15973.86 15921.57 15993.71 16057.44
AES -0.14 100 Index 16189.12 16309.77 16308.07 16482.97 16573.34
Dow Jones 65 Composite (divisor: 0.76726805410364)
American Elec Power 1.36 Indus. 11892.93 12029.76 11969.97 11998.28 12030.08
Open (t) 12198.37 12177.48 12150.00 12088.85 12033.42 Insur. 11572.78 11604.77 11496.40 11402.16 11437.92
Open (a) 12173.45 12172.73 12179.84 12079.50 12057.79 American Water Works 2.64 Banks 5166.40 5163.98 5119.06 5117.34 5065.06
10:00 12197.98 12210.84 12116.61 12035.68 12003.00 Atmos Energy -0.53 950 Computer 11910.65 12007.18 11990.77 12141.53 12237.05
10:30 12204.63 12196.40 12104.59 11977.12 11993.36 Telecom 501.65 500.46 498.61 486.89 481.60
Consolidated Edison 0.88 NYSE Comp.-z 17285.55 17302.79 17192.66 17117.74 16973.96
11:00 12205.31 12196.18 12106.99 11991.48 12011.16
11:30 12196.87 12219.99 12088.49 12012.60 12037.91 Dominion Energy -0.55 Financial-z 10460.55 10455.59 10330.01 10273.42 10155.43
12:00 12171.02 12219.92 12100.97 12031.23 12033.05 Duke Energy -1.46 925 Health Care-z 23125.42 23202.05 23218.07 23200.68 23001.83
Energy-z 9436.20 9442.38 9305.64 9257.65 8923.27
12:30 12169.81 12215.79 12082.25 12048.92 12040.12 Edison Intl 0.66 Russell 1000 2626.02 2637.09 2627.84 2633.71 2627.75
1:00 12182.89 12224.53 12095.59 12032.83 12052.44 2000 2400.93 2405.02 2377.01 2363.59 2343.16
1:30 12174.72 12229.96 12096.08 12041.76 12018.64
Exelon -0.79 3000 2780.29 2791.56 2780.27 2785.06 2777.60
2:00 12175.70 12223.87 12093.36 12053.56 12014.74 FirstEnergy -0.47 900 Value-v 1644.30 1641.35 1633.07 1626.16 1612.04
Growth-v 3050.19 3079.41 3072.78 3097.14 3107.40
2:30 12164.67 12215.64 12074.03 12047.39 12018.48 NextEra Energy 2.00 MidCap 3392.47 3406.42 3381.39 3365.51 3345.12
3:00 12167.11 12206.88 12090.57 12060.05 12021.51
Public Service Enterprise 0.90 S&P 100 Index 2154.06 2162.02 2158.77 2172.14 2171.88
3:30 12170.78 12200.65 12105.51 12058.91 12025.05
Close 12176.83 12179.34 12085.89 12056.27 12017.52 Sempra 0.66 875 500 4682.80 4700.90 4688.67 4704.54 4697.96
Ind. 6554.69 6589.86 6578.58 6611.19 6609.80
High (t) 12275.79 12308.60 12231.03 12166.12 12131.99 Southern 0.78 MidCap 2907.92 2910.70 2888.63 2883.39 2870.72
Low (t) 12095.75 12088.49 12007.30 11922.25 11897.60 SmallCap 1455.80 1459.63 1444.45 1439.28 1423.25
Xcel Energy 1.97 Value Line(A) 10182.29 10194.66 10105.28 10041.64 9949.88
High (a) 12217.14 12234.03 12179.84 12089.15 12057.79
Low (a) 12156.42 12169.59 12072.17 11970.94 11980.20
850 Value Line(G) 694.17 694.90 688.67 684.17 677.77
May Jun Jul Aug Sep Oct Nov DJ US Small TSM 16161.09 16186.89 16000.84 15902.78 15767.62
Change +20.71 +2.51 –93.45 –29.62 –38.75
(A)-Arithmetic Index. (G)-Geometric Index.
Theoretical (t): High 12308.60 Low 11897.60 Note: Theoretical highs and lows are shown. (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec.
Actual (a): High 12234.03 Low 11970.94 31,2002=5000.
Market Laboratory
INDEXES' P/ES & YIELDS PER SHARE VALUES OF STOCKS IN THE DOW BARRON'S 50-STOCK AVERAGE
JONES AVERAGES
DJ latest 52-week earnings and dividends adjusted by Dow Divisors at Friday's close. S&P Dec. 4-quarter's GAAP earnings as This index is a weighted average of 50 leading issues.
reported and indicated dividends based on Friday close.S&P 500 P/E ratios based on GAAP earnings as reported. For additional This is a list of the Dow Jones trailing 52-week diluted Useful in security valuation. Source: Barron's Stats
earnings series, please refer to www.spglobal.com. DJ latest available book values for FY 2020 and 2019, and S&P latest for 2020 and share earnings, dividends and book values as reported
2019. r-Revised data Nov 18 Nov 11 Nov Yr-to-Yr
by the company. Bolded numbers indicate new values. 2021 2021 2020 % Chg
Last Prev. Year Last Prev. Year
Week Week Ago Week Week Ago Sources Barron's Stats and FactSet.
S&P 500 Index 4704.54 4649.27 3566.92 31.89
DJ Ind Avg 35601.98 36100.31 29263.48 Divs Yield % 3.04 3.06 3.16 Industrial Stocks Barron's 50 Index 11578.16 11526.98 9600.31 20.60
Divs $ 27.82 27.81 27.57 Book Book
P/E Ratio 22.15 22.49 28.87 Earns Divs. Value Earns Divs. Value Projected quarterly earn 141.49 142.44 98.84 43.15
Earns Yield % 4.51 4.45 3.46 Mkt to Book 2.33 2.31 2.33
Earns $ 1607.09 1605.51 1013.70 Book Value $ 392.45 392.45 374.40 Am Exp 9.57 1.72 28.55 Johnson&John 6.69 4.14 24.04 Annualized projected earn 565.97 569.74 395.36 43.15
Amgen 9.71 7.04 16.27 JPMorgChase 15.81 3.70 81.75
Divs Yield % 1.74 1.71 2.02 S&P 500 Index 4697.96 4682.85 3557.54 Apple 5.62 0.865 3.85 McDonalds 9.70 5.16 (10.50)
Annualized projected P/E 20.46 20.23 24.3 –15.79
Divs $ 618.89 618.89 592.08 P/E Ratio 29.59 29.50 35.85 Boeing (14.76) Suspended (31.45) Merck Co 2.83 2.60 10.01 Five-year average earn 405.24 405.43 394.05 2.84
Mkt to Book 5.44 5.52 4.37 Earns Yield % 3.38 3.39 2.79 Caterpillar 8.35 4.28 28.11 Microsoft 8.94 2.30 18.88 Five-year average P/E 28.57 28.43 24.4 17.27
Book Value $ 6543.35 6543.35 6688.86 Earns $ 158.75 158.75 99.23 Chevron Corp 5.18 5.31 68.40 Nike Inc 3.77 1.10 8.09
Cisco Sys 2.69 1.47 8.95 Proc Gam 5.47 3.40 18.73 Year-end earn 414.74 415.68 348.41 19.04
DJ Trans Avg 16517.46 16759.85 12232.10 Divs Yield % 1.31 1.32 1.62
P/E Ratio 29.60 30.04 0.00 Divs $ 61.54 61.81 57.63
Coca Cola 2.04 1.67 4.49 3M Co 10.19 5.92 22.27 Year-end P/E 27.92 27.73 27.6 1.31
Disney Walt 1.10 0.00 46.18 Salesforce.com 2.49 0.00 45.15
Earns Yield % 3.38 3.33 0.00 Mkt to Book 5.07 5.05 3.89 Dow 7.71 2.80 16.73 Travelers Cos 14.06 2.36 115.69 Year-end earns yield, % 3.58 3.61 3.6 –1.36
Earns $ 558.00 558.00 (94.29) Book Value $ 927.52 927.52 914.49 Goldman Sachs 60.63 5.75 246.24 UnitedHealth Grp 16.12 5.40 69.23 Best grade bond yields, % 1.68 1.71 1.44 16.87
Divs Yield % 0.99 0.98 1.25 Home Depot 14.96 6.45 3.06 Verizon 5.33 2.5225 16.39
S&P Ind Index 6609.80 6558.16 5011.40 Honeywell 7.78 3.77 25.19 Visa 5.63 1.335 14.65 Bond yields/stock ylds, % 0.47 0.47 0.40 18.37
Divs $ 164.20 164.01 152.40 P/E Ratio 36.11 35.83 41.34
Mkt to Book 5.59 5.67 3.61
IBM 5.29 6.55 23.07 Walgreens 2.93 1.89 23.84 Actual year-end divs 220.60 219.91 223.36 –1.23
Earns Yield % 2.77 2.79 2.42 Intel 5.15 1.39 19.95 Wal-mart 2.86 2.19 28.69
Book Value $ 2957.33 2957.33 3389.19 Earns $ 183.06 183.06 121.22
Actual yr-end divs yld, % 1.91 1.91 2.33 –18.16
Transportation Stocks
DJ Utility Avg 914.39 908.29 873.29 Divs Yield % 1.17 1.18 1.46 Alaska Air Group 0.16 Suspended 24.05 KC Southern 1.02 2.11 44.50
P/E Ratio 29.89 29.69 23.65 Divs $ 77.33 77.39 73.17 American Airlines (5.50) Suspended (11.05) Kirby Corp (3.93) Nil 51.37
Earns Yield % 3.35 3.37 4.23 Mkt to Book 7.06 7.00 5.31 Avis Budget Grp 2.54 Nil -2.21 Landstar Sys 8.69 0.92 18.02 STOCK VOLUME
Earns $ 30.59 30.59 36.93 Book Value $ 936.72 936.72 944.26 C.H. Robinson 5.65 2.04 14.00 Matson Inc 14.19 1.06 22.25
CSX Corp 1.59 0.365 17.18 Norf Southern 11.64 4.16 58.67 Last Prev. Year YOY
Delta Air Lines (0.13) Suspended 2.40 Ryder Sys 6.72 2.26 41.98 Week Week Ago % Chg
144 FILINGS Expeditors Int'l 6.76 1.10 15.71 Southwest Air (0.05) 0.00 15.03 NYSE(a) 4,153,333 4,113,701 4,871,387 -14.74
FedEx 19.45 2.80 90.40 Un Pacific 9.34 4.08 25.26 30 Dow Inds (b) 1,800,604 1,393,436 1,818,096 -0.96
Hunt (JB) 6.30 1.18 24.61 UPS 7.42 4.07 0.76 20 Dow Trans (b) 447,894 418,283 766,598 -41.57
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to sell shares. Shares Indi- JetBlue Air (1.52) Nil 12.50 United Airlines (10.58) Nil 19.11 15 Dow Utils (b) 206,702 227,153 299,536 -30.99
cated: the number to be sold. Sales Date: the approximate date of the sale. (Sometimes shares aren't sold, even though their owner Utility Stocks 65 Dow Stks (b) 2,455,201 2,038,872 2,884,230 -14.88
NYSE American (a) 105,018 103,537 86,120 21.94
has filed a Form144.) Source: Thomson Reuters AES Corp. (0.21) 0.602 3.96 Exelon 0.99 1.53 33.39 Nasdaq(d) 25,552,310 26,185,984 23,544,139 8.53
Am Elec 4.79 3.00 41.38 FirstEnergy 2.03 1.56 13.32 NYSE 15 Most Active
Shares Sale American Water Works 4.20 2.3575 35.60 NextEra Energy 1.20 1.54 18.63
Company Sym Indicated $ Value Date Seller Title Average Price 34.36 26.12 33.12 3.74
Atmos Energy 5.16 2.50 53.95 Xcel Energy 2.92 1.8025 27.12 % Tot Vol 14.39 18.63 21.61 -33.41
Draftkings DKNG 333,333 13,619,986 11/12/21 Robins, Jason AF Con Ed 3.36 3.09 55.11 Pub Sv Ent (1.32) 2.02 31.71 Stock Offerings $(z,v) 13,440,300 r24,685,700 21,778,800 -38.29
Dominion Energy 3.17 2.52 29.44 Sempra Energy 3.64 4.345 70.11
Applovin APP 308,332 30,722,200 11/9/21 Karam, Andrew AF Duke Energy 3.83 3.90 59.82 Southn Co. 2.97 2.62 25.45 Daily Stock Volume
Ziprecruiter ZIP 293,368 8,930,122 11/12/21 Edmonds, Joseph AF Edison Int'l 1.33 2.625 37.08 Daily 11/15 11/16 11/17 11/18 11/19
Applovin APP 250,000 23,932,500 11/11/21 Karam, Andrew AF

Applovin APP 243,334 23,294,364 11/11/21 Krystynak, John AF NYSE(a) 763,839 786,851 799,641 865,109 937,894
COUR 226,249 7,785,228 11/11/21 Wong, Chun AF 30 Inds (b) 280,656.0 311,904.3 358,310.2 435,080.0 414,653.5
Coursera YEARLY HIGH/LOWS S&P 500 INDEX 20 Trans (b) 68,248.9 96,808.3 74,818.7 99,809.4 108,209.2
Capri CPRI 202,175 13,166,000 11/8/21 Idol, John O 15 Utils (b) 36,004.4 40,945.9 42,816.8 37,926.5 49,008.3
Aercap AER 200,000 13,726,000 11/11/21 Kelly, Aengus CEO The yearly S&P 500 Index; with a high/low range based 65 Stks (b) 384,909.3 449,658.6 475,945.7 572,816.0 571,871.0
Nexstar Media NXST 200,000 34,000,000 11/9/21 Sook, Perry CEO on the daily close. NYSE Amer(a) 20,662 17,732 23,172 24,594 18,859
Roblox RBLX 200,000 19,052,000 11/11/21 Donato, Craig AF Nasd(d) 4,964,804 5,445,808 4,992,290 5,319,473 4,829,935
Year High Date Low Date NYSE 15 Most Active
Avg. Price 51.14 33.54 44.48 36.39 35.10
THE WEEK IN STOCKS FOR THE MAJOR INDEXES 2021 4704.54 Nov. 18 3700.65 Jan. 04 % Tot Vol 14.13 14.71 14.88 17.83 13.64
2020 3756.07 Dec. 31 2237.40 Mar. 23 Numbers in thousands save price and percentages. (a) Primary
12-Month Weekly Friday Weekly 12-Month Change From volume. (b) Composite volume. (d) as of 4:10 pm. (r) Revised. (v)
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/31 % Chg. 2019 3240.02 Dec. 27 2447.89 Jan. 03
W/E Thursday. (z) Source: Refinitiv.
Dow Jones Indexes 2018 2930.75 Sept. 20 2351.10 Dec. 24
36432.22 29263.48 30 Indus 36142.22 35601.98 35601.98 –498.33 –1.38 6338.50 21.66 4995.50 16.32 2017 2690.16 Dec. 18 2257.83 Jan. 03
17039.38 12087.99 20 Transp 16791.41 16496.69 16517.46 –242.39 –1.45 4285.36 35.03 4010.53 32.07 2016 2271.72 Dec. 13 1829.08 Feb. 11 Coming U.S. Auctions
952.62 795.61 15 Utilities 919.61 908.40 914.39 6.10 0.67 41.10 4.71 49.75 5.75
12246.68 9801.24 65 Comp 12179.34 12017.52 12017.52 –138.60 –1.14 2216.28 22.61 1908.81 18.88 Yields (%)
Dow Jones Indexes Day When Last
48824.98 36819.46 US TSM Float 48782.07 48528.59 48528.59 –71.13 –0.15 11709.13 31.80 9308.97 23.74 DELTA MARKET SENTIMENT INDICATOR Issued* Auction
1180.53 891.92 US Market 1180.46 1175.53 1176.13 0.48 0.04 284.21 31.86 228.78 24.15 The Delta MSI measures the position of a representative set of stocks
1144.05 907.61 Internet 1137.37 1110.41 1110.41 –15.04 –1.34 202.80 22.34 148.84 15.48 relative to an intermediate-term moving average crossover (MAC)
M
New York Stock Exchange point. When greater than 50% of the stocks followed are above this $57.0 bil 3-month 0.053 0.045
17310.51 13827.00 Comp-z 17302.79 16973.96 16973.96 –323.69 –1.87 3146.96 22.76 2449.16 16.86 MAC point, the market is bullish. When the indicator is below 50%,
10670.71 7756.62 Financial-z 10460.55 10155.43 10155.43 –314.43 –3.00 2398.81 30.93 1862.58 22.46 risk is elevated and stock exposures should be reduced. Manger uses $51.0 bil 6-month 0.060 0.065
23419.47 19164.11 Health Care-z 23218.07 23001.83 23001.83 –289.94 –1.24 3740.74 19.42 2956.16 14.75 discretion on asset allocation when MSI is at 50% +/- 3%. $58.0 bil 2-year 0.493 0.481
9762.71 6111.31 Energy-z 9442.38 8923.27 8923.27 –441.22 –4.71 2811.96 46.01 2420.49 37.22 Last 2 Weeks 3 Weeks $59.0 bil
NYSE American Stock Exchange Current Sentiment Week Ago Ago 5-year 1.194 1.157
3537.87 2200.79 NYSE Amer Comp 3537.87 3435.21 3435.21 –77.51 –2.21 1234.42 56.09 1074.31 45.50 BULLISH 71.4% 70.2% 63.6% T
3185.92 2585.69 Major Mkt 3163.17 3078.57 3078.57 -72.16 –2.29 492.88 19.06 331.54 12.07 $59.0 bil
Standard & Poor's Indexes
Current Market Exposure: 100% Equities, 0% Bonds, 0% Cash 7-year 1.430 1.461
Source: Delta Investment Management
2172.14 1628.35 100 Index 2172.14 2154.06 2171.88 16.34 0.76 543.53 33.38 451.38 26.24 www.deltaim.com, (415) 249-6337 * As of Friday afternoon.
4704.54 3557.54 500 Index 4704.54 4682.80 4697.96 15.11 0.32 1140.42 32.06 941.89 25.08
6611.19 5011.40 Indus 6611.19 6554.69 6609.80 51.64 0.79 1598.40 31.90 1312.52 24.78
2910.70 2147.61 MidCap 2910.70 2870.72 2870.72 –31.47 –1.08 723.11 33.67 564.10 24.46
1466.02 1020.23 SmallCap 1459.63 1423.25 1423.25 –32.26 –2.22 403.02 39.50 304.32 27.20
Nasdaq Stock Market
U.S. DOLLAR INDEX vs EURO and YEN
16057.44 11854.97 Comp 16057.44 15853.85 16057.44 196.48 1.24 4202.47 35.45 3169.16 24.59
16573.34 11905.94 100 Index 16573.34 16189.12 16573.34 373.45 2.31 4666.90 39.20 3685.06 28.59 Rising Buck: Covid lockdowns in Europe sank the euro and helped to lift the U.S.
12147.21 9385.47 Indus 12030.08 11892.93 12030.08 161.22 1.36 2644.61 28.18 1633.26 15.71
11694.54 9548.64 Insur 11604.77 11402.16 11437.92 –129.53 –1.12 1868.27 19.52 1351.49 13.40 Dollar Index by 1% for the week. At 96, it’s at the highest level since mid-2020.
5166.40 3255.77 Banks 5166.40 5065.06 5065.06 –70.85 –1.38 1773.70 53.89 1518.17 42.80 5
12237.05 8115.77 Computer 12237.05 11910.65 12237.05 310.57 2.60 4077.13 49.97 3419.53 38.78
560.68 446.29 Telecom 501.65 481.60 481.60 –19.27 –3.85 35.30 7.91 7.46 1.57
Russell Indexes
2637.28 1996.17 1000 2637.09 2626.02 2627.75 1.40 0.05 631.58 31.64 506.88 23.90
2442.74 1785.34 2000 2405.02 2343.16 2343.16 –68.62 –2.85 557.82 31.24 368.31 18.65 0
2794.62 2110.90 3000 2791.56 2777.60 2777.60 –3.84 –0.14 666.70 31.58 529.16 23.53
1645.78 1281.57 Value-v 1644.30 1612.04 1612.04 –30.96 –1.88 330.47 25.79 262.42 19.44 s
3107.40 2266.00 Growth-v 3107.40 3050.19 3107.40 54.34 1.78 841.40 37.13 679.64 27.99
EURO in $
3406.42 2575.18 MidCap 3406.42 3345.12 3345.12 –45.73 –1.35 769.94 29.90 602.07 21.95 s
-5
Others DXY (96.07)
10202.83 7305.93 Value Line-a 10194.66 9949.88 9949.88 –235.03 –2.31 2643.95 36.19 2036.85 25.74
696.40 528.95 Value Line-g 694.90 677.77 677.77 –16.69 –2.40 148.82 28.13 109.00 19.16 s
16368.58 12001.40 DJ US Small TSM16186.89 15767.62 15767.62 –435.72 –2.69 3766.21 31.38 2518.95 19.01 YEN in $
1096.30 833.52 Barron's Future Focus 1096.30 1081.40 1081.40 –8.86 –0.81 247.89 29.74 188.62 21.13
1127.20 793.49 Barron's 400 1127.20 1112.34 1112.34 –9.16 –0.82 318.86 40.18 260.15 30.53 -10
D J F M A M J J A S O N
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 Source: Tullett Prebon
Market Laboratory
DOW JONES U.S. TOTAL MARKET INDUSTRY GROUPS US TREASURY BILLS
Net Change % Change and Ranking 52 Week Wkly Ask
Coming Earnings
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Maturity Bid Asked Chg. Yld. Day Consensus Year
Home Improvement Rtlrs DJUSHI 882.76 + 66.39 308.84 +8.13 [1] +55.35 [14] +53.81 [9] +35.16 882.76 544.61
Estimate Ago
Nov 23 '21 0.04 0.03 .... 0.03
Automobiles DJUSAU 1401.22+ 104.25 539.93 +8.04 [2] +115.81 [2] +62.69 [4] +92.29 1,491.73 639.25 Nov 26 '21 0.04 0.03 .... 0.03 Continued from page 11.
Automobiles & Parts DJUSAP 1593.70+ 105.77 584.28 +7.11 [3] +103.94 [3] +57.88 [7] +72.70 1,683.79 770.14 Nov 30 '21 0.04 0.03 .... 0.03
Computer Hardware DJUSCR 8042.54+ 482.41 1,439.93 +6.38 [4] +36.50 [34] +21.81 [60] +47.12 8,042.54 5,678.74 Dec 02 '21 0.05 0.04 0.01 0.04 T
Technology Hardware & Equip DJUSTQ 4367.83+ 191.77 1,124.11 +4.59 [5] +47.61 [22] +34.66 [33] +43.27 4,367.83 2,912.06 Dec 07 '21 0.04 0.03 -0.01 0.03 Best Buy (Q3) 1.90 2.06
Semiconductor DJUSSC 9490.22+ 384.68 3,241.38 +4.22 [6] +62.72 [9] +51.87 [11] +47.97 9,490.22 5,783.75 Dec 09 '21 0.04 0.03 -0.01 0.03 Burlington Stores (Q3) 1.24 0.29
Distillers & Vintners DJUSVN 527.40 + 20.97 19.67 +4.14 [7] +8.89 [112] +3.87 [123] +8.87 544.42 471.40 Dec 14 '21 0.04 0.03 -0.01 0.03
Dec 16 '21 0.11 0.10 0.05 0.10
Cracker Barrel Old Country (Q1) 1.58 0.69
General Retailers DJUSGT 2755.72 + 80.61 484.86 +3.01 [8] +25.82 [63] +21.35 [62] +29.23 2,767.84 2,131.49
Footwear DJUSFT 3174.17 + 91.55 638.23 +2.97 [9] +34.67 [39] +25.17 [50] +33.24 3,216.52 2,324.88 Dec 21 '21 0.11 0.10 0.06 0.10 Dell Technologies (Q3) 2.19 2.31
Broadline Retailers DJUSRB 3730.99+ 105.08 425.05 +2.90 [10] +16.28 [94] +12.86 [87] +31.46 3,764.36 3,009.13 Dec 23 '21 0.12 0.11 0.05 0.11 Dick’s Sporting Goods (Q3) 2.00 2.01
Retail 2410.08 + 64.76 435.34 +2.76 [11] +26.22 [62] +22.05 [59] +27.39 2,419.76 1,855.84 Dec 28 '21 0.11 0.10 0.05 0.10
DJUSRT
Dec 30 '21 0.12 0.11 0.05 0.11
Gap (Q3) 0.50 0.25
Home Construction DJUSHB 1615.78 + 41.18 471.33 +2.62 [12] +35.60 [35] +41.18 [23] +35.98 1,639.26 1,099.09 HP (Q4) 0.89 0.62
Jan 04 '22 0.05 0.04 .... 0.04
Heavy Construction DJUSHV 833.72 + 20.46 282.43 +2.52 [13] +59.08 [12] +51.23 [12] +25.87 833.72 519.12
Water DJUSWU 3550.90 + 67.21 327.20 +1.93 [14] +11.22 [106] +10.15 [98] +20.01 3,821.86 2,790.17
Jan 06 '22 0.06 0.05 .... 0.05 J.M. Smuckers (Q2) 2.04 2.39
Jan 11 '22 0.05 0.04 -0.01 0.04 Nordstrom (Q3) 0.57 0.34
Personal Goods DJUSPG 986.24 + 16.69 150.80 +1.72 [15] +23.63 [70] +18.05 [75] +21.21 986.56 785.22 Jan 13 '22 0.05 0.04 0.01 0.04
Food Retailers & Whlslrs DJUSFD 826.14 + 13.44 205.27 +1.65 [16] +34.00 [49] +33.06 [35] +24.64 826.14 565.02 Jan 18 '22 0.04 0.03 .... 0.03 W
Clothing & Accessories DJUSCF 457.77 + 6.58 85.37 +1.46 [17] +28.15 [59] +22.92 [57] +14.49 466.16 353.20 Jan 20 '22 0.05 0.04 .... 0.04
Biotechnology DJUSBT 2794.73 + 32.89 294.11 +1.19 [18] +19.10 [84] +11.76 [90] +13.65 3,082.72 2,358.57
Deere (Q4) 3.99 2.39
Jan 27 '22 0.05 0.04 -0.01 0.04
Electricity DJUSEU 319.85 + 3.73 20.97 +1.18 [19] +6.76 [121] +7.02 [111] +6.92 327.57 277.48 (Earnings are diluted and report dates are tentative. All fore-
Feb 03 '22 0.04 0.03 .... 0.03 casts and historical numbers exclude extraordinary items by
Conventional Electricity DJUSVE 320.24 + 3.74 20.99 +1.18 [20] +6.76 [122] +7.02 [112] +6.92 327.97 277.82 Feb 10 '22 0.05 0.04 .... 0.04 accounting definitions.)
Net Change % Change and Ranking 52 Week Feb 17 '22 0.05 0.04 0.01 0.04 Source: FactSet
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Feb 24 '22 0.05 0.04 0.01 0.04
Aluminum DJUSAL 162.61 – 14.76 83.87 –8.32 [138] +151.45 [1] +106.51 [1] +14.97 195.54 61.49 Mar 03 '22 0.05 0.04 .... 0.04
Automobiles DJUSAU 1401.22+ 104.25 539.93 +8.04 [2] +115.81 [2] +62.69 [4] +92.29 1,491.73 639.25 Mar 10 '22 0.05 0.04 .... 0.04
Automobiles & Parts DJUSAP 1593.70+ 105.77 584.28 +7.11 [3] +103.94 [3] +57.88 [7] +72.70 1,683.79 770.14 Mar 17 '22 0.05 0.04 .... 0.04
Industrial Metals & Mining DJUSIM 399.65 – 18.19 156.80 –4.35 [120] +84.83 [4] +64.56 [3] +25.86 427.18 216.17 Mar 24 '22 0.05 0.04 .... 0.04
Steel DJUSST 402.37 – 6.87 179.29 –1.68 [75] +82.49 [5] +80.37 [2] +15.75 445.96 208.43 Mar 31 '22 0.05 0.04 .... 0.04 DAILY CBOE VIX INDEX
Transportation Svcs DJUSTS 447.73 – 2.78 168.10 –.62 [55] +81.75 [6] +60.11 [5] +27.07 460.88 240.94 Apr 07 '22 0.05 0.04 .... 0.04
Apr 14 '22 0.06 0.05 .... 0.05 Week
Nonferrous Metals DJUSNF 512.07 – 39.46 164.00 –7.15 [136] +81.34 [7] +47.12 [14] +49.27 599.28 284.26 Ended Open High Low Last Chg.
Apr 21 '22 0.05 0.04 .... 0.04
Exploration & Production DJUSOS 646.24 – 42.17 242.11 –6.13 [133] +74.35 [8] +59.91 [6] –2.20 717.15 368.42
Semiconductor DJUSSC 9490.22+ 384.68 3,241.38 +4.22 [6] +62.72 [9] +51.87 [11] +47.97 9,490.22 5,783.75
Apr 28 '22 0.05 0.04 -0.01 0.04 2021
May 05 '22 0.06 0.05 .... 0.05
Specialty Finance DJUSSP 643.51 + 6.74 229.66 +1.06 [21] +62.30 [10] +55.49 [8] +44.07 652.34 387.43
May 12 '22 0.06 0.05 -0.01 0.05
Nov. 19 17.36 19.01 17.23 17.91 + 0.32
Oil & Gas Producers DJUSOG 519.88 – 27.29 172.08 –4.99 [124] +59.59 [11] +49.48 [13] –5.30 564.28 323.96 May 19 '22 0.06 0.05 -0.01 0.05 18 16.81 18.15 16.38 17.59 + 0.48
Heavy Construction DJUSHV 833.72 + 20.46 282.43 +2.52 [13] +59.08 [12] +51.23 [12] +25.87 833.72 519.12 Jun 16 '22 0.07 0.06 -0.02 0.06 17 16.36 17.19 16.28 17.11 + 0.74
Retail REITs DJUSRL 108.66 + .66 37.46 +.61 [26] +55.64 [13] +52.62 [10] –.23 110.10 68.66 Jul 14 '22 0.07 0.06 -0.02 0.06
Home Improvement Rtlrs DJUSHI 882.76 + 66.39 308.84 +8.13 [1] +55.35 [14] +53.81 [9] +35.16 882.76 544.61 16 16.86 17.08 16.03 16.37 – 0.12
Aug 11 '22 0.11 0.10 .... 0.10
Investment Svcs DJUSSB 1989.77 – 52.65 520.66 –2.58 [91] +53.54 [15] +35.44 [32] +20.05 2,087.92 1,292.24 Sep 08 '22 0.12 0.11 .... 0.11 15 17.03 17.46 16.49 16.49 + 0.20
Banks DJUSBK 594.42 – 18.61 159.84 –3.04 [99] +51.70 [16] +36.78 [29] +9.80 625.40 387.50 Oct 06 '22 0.13 0.12 .... 0.12 12 17.49 17.69 16.15 16.29 – 1.37
Asset Managers DJUSAG 319.40 – 12.67 92.06 –3.82 [113] +51.11 [17] +40.49 [25] +20.84 333.12 209.10 Nov 03 '22 0.15 0.14 -0.01 0.14 11 18.34 18.39 17.27 17.66 – 1.07
Construction & Materials DJUSCN 1421.45 + 10.69 451.46 +.76 [23] +48.82 [18] +46.54 [15] +32.32 1,422.24 934.97
Software DJUSSW 6238.14 + 47.30 1,806.21 +.76 [24] +48.45 [19] +40.75 [24] +43.23 6,238.14 4,169.31
10 17.74 19.90 17.22 18.73 + 0.95
Integrated Oil & Gas DJUSOL 452.68 – 18.55 132.22 –3.94 [115] +48.44 [20] +41.26 [22] –7.50 485.42 303.39 9 17.43 18.57 17.21 17.78 + 0.56
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 NYSE HALF-HOURLY VOLUME 8 17.23 17.69 16.44 17.22 + 0.74
column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours. 5 15.59 17.02 14.95 16.48 + 1.04
Daily 11/15 11/16 11/17 11/18 11/19
AMERICAN DEBT AND DEFICITS 9:30-10:00 114,915 108,809 113,340 113,319 156,193
Latest Preceding Year AgoYear over Year 10:00-10:30 39,062 43,710 44,637 57,744 49,555 SELECTED INITIAL PUBLIC OFFERINGS
Report Report Report % Chg 10:30-11:00 34,381 35,923 35,628 41,271 39,413
Initial Most
11:00-11:30 29,372 32,668 32,334 33,860 31,694
Ticker Offer IPO Recent %

Federal Budget Deficit (bil. $)-a ......................................... 920FY'22 966FY'21 1,083FY'20 …. 11:30-12:00 28,656 28,042 27,470 31,110 30,309 Code Price Date Price Chg
Budget Surplus/Deficit (bil. $)-b, October........................ –165.06 r-61.62 –284.07 -41.89 12:00-12:30 22,492 25,947 30,395 28,213 25,767
Bbleuacacia BLEUU 10.00 11/18 10.08 0.8%
12:30-1:00 20,819 24,081 27,882 29,149 26,820
Trade Deficit (bil. $, sa)-c, September ............................... –80.93 r-72.81 –62.63 29.22 Sweetgreen SG 28.00 11/18 53.00 89.3%
1:00-1:30 22,449 22,513 25,858 28,337 26,351
Treasury Gross Public Debt. (bil. $)-d ............................... 28,908.7 28,908.8 27,246.6 6.10 Braze BRZE 65.00 11/17 94.16 44.9%
1:30-2:00 21,264 23,166 24,474 27,098 27,822
Iris Energy IREN 28.00 11/17 24.80 -11.4%
Treasury Statutory Debt Limit (bil. $)-d............................. 28,881.5 28,401.4 …. …. 2:00-2:30 23,274 25,469 27,297 25,986 26,980
Sono Group SEV 15.00 11/17 24.80 65.3%
2:30-3:00 25,187 26,777 29,461 27,552 27,942
Consumer Installment Debt (bil. $)-e, September .......... 4,367.4 r4,337.5 4,157.0 5.06 UserTesting USER 14.00 11/17 13.40 -4.3%
3:00-3:30 27,160 31,053 33,187 34,835 35,865
Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. Report, d-Daily Treasury Energem ENCPU 10.00 11/15 10.18 1.8%
3:30-4:00 354,807 358,692 347,679 386,636 433,182
Statement, e-Monthly Federal Reserve Release.
PULSE OF THE ECONOMY

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg
Durable manufacturing (NAICS) a, ................................................ Oct 102.2 r100.9 102.6 –0.39 Business inventories, (bil. $) ......................................................... Sept 2,101.79 r2,086.46 1,955.88 7.46
Capacity utilization % .................................................................... Oct 76.4 75.2 73.0 4.66 Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) ........... Nov 12 433,003 435,104 489,475 –11.54
Industrial output a, ........................................................................ Oct 101.6 100.0 103.6 –1.93 Gasoline, (thous. bbls) .................................................................. Nov 12 211,996 212,703 227,967 –7.01
Manufacturing (NAICS) a, ............................................................. Oct 100.7 r99.4 101.6 –0.89 Inventory–to–sales ratio (Business) .............................................. Sept 1.26 1.26 1.35 –6.67
Nondurable manufacturing (NAICS) a............................................ Oct 99.0 97.7 100.5 –1.49 Inflation
Production JOC–ECRI Industrial Price Index f .................................................. Nov 19 143.45 145.06 98.36 45.84
Electric power, (mil. kw hrs) (EEI) .................................................. Nov 13 69,510 70,190 69,222 0.42 Employment
Mining (NAICS) a, ......................................................................... Oct 108.4 r104.1 113.5 –4.49
Petroleum, related capacity, % ...................................................... Nov 12 87.9 86.7 77.4 13.57 Initial jobless claims (thous.) ........................................................ Nov 13 268 r269 732 –63.39
Rotary rigs running, U.S. & Can., (Hughes) .................................... Nov 12 724 710 401 80.55 Continuing claims (mil.) ................................................................ Nov 6 2.080 r2.209 6.389 –67.44
Steel, (thous. tons) ........................................................................ Nov 13 1,856 1,841 1,580 17.47 Construction
Steel, rated capacity, % (AISI)........................................................ Nov 13 84.1 83.4 71.4 17.79
Utilities a ....................................................................................... Oct 103.4 r102.2 104.4 –0.96 New housing permits, (thous. units) .............................................. Oct 1,650 r1,586 1,595 3.45
New housing starts, (thous. units) ................................................. Oct 1,520 r1,530 1,514 0.40
Consumption and Distribution
Other Indicators
Business sales, (mil. $) ................................................................. Sept 1,669.72 r1,655.24 1,445.62 15.50
Instinet Research Redbook Avg. (monthly %) ................................ Nov 13 –7.03 –5.24 1.40 …. Citi Research Panic–Euphoria Reading .......................................... Nov 12 1.51 r1.47 0.65 132.31
Index of coincident indicators h ..................................................... Oct 106.3 r105.8 103.0 3.20
Baltic Dry Index ............................................................................. Nov 19 2,454 2,807 1,148 113.76
Index of lagging indicators h .......................................................... Oct 107.4 r107.0 107.3 0.09
Retail store sales, (bil. $) ............................................................... Oct 638.2 r627.5 548.67 16.32
Index of leading indicators h .......................................................... Oct 118.3 r117.3 108.4 9.13
Inventories Coincident to lagging ratio h .......................................................... Oct 0.99 r0.99 0.96 3.13
a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h-benchmark revision, 2016 equals 100. r-Revised.
Market Laboratory
WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS
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Earnings - Related Crexendo iSh3-7YTreasuryBd QilianIntl Zillow A BristolMyersRt HippoWt OriginalBarkWt Vipshop
Company Date Time Earnings-Related Period CRISPR Therap iShCore1-5YUSDBd QualigenTherap Zillow C BroadmarkRealty HudsonPacificPfdC OrionOffice VMware
Cronos iShESG1-5YCpBd Quhuo Zovio ButterflyNtwk HuntCosAcqnI OscarHealth WEX
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Agilent Technologies November 22 4:30PM Q4 ButterflyNtwkWt HysterYaleMatls OverseasShip Waterdrop
CI&T IHS Holding PagSeguroDig WaverleyCap1 A
Analog Devices November 23 10:00AM Q4 NYSE C3.ai InfiniteAcqnUn Paysafe WellsFargoPfdAA
Autodesk November 23 5:00PM Q3 CapitalOnePfdH InFinTAcqnUn PaysafeWt WesternAssetMort
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Deere & Co November 24 10:00AM Q4 Aflac Dillard's InfiniteAcqnUn SPX FLOW ChinaYuchai IntegratedRail ProspectCapPfdA WheelsUp
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Gap November 23 5:00PM Q3 Accenture dMYTechIV IngersollRand SaulCenters C&STaxAdvPfd ItauCorpBanca PublicStoragePfH XinyuanRealEst
AdamsDivEquityFd dMYTechIV A InnovativeIndProp SealedAir CiaSiderurgica JapanSmlCap PublicStoragePfP YatsenHolding
J M Smucker November 23 9:00AM Q2 AdvanceAuto dMYTechIVWt InsteelInds SensientTech Compass JianpuTech PublicStoragePfQ Yext
Jacobs Engineering November 23 10:00AM Q4 Albertsons dMYTechVI IntegratedRail SherwinWilliams CompassMnlInt JumiaTech Rafael ZeppHealth
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Medtronic PLC November 23 8:00AM Q2 AmEqtyLf Domino's InterPrivateIII Wt ShoulderUpTechUn ConveyHealth KoninklijkePhil ReadyCapPfdE ZhangmenEducation
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Market Laboratory
MONEY RATES CBOE PUT/CALL RATIO vs S&P 100 FOREIGN EXCHANGE
Latest Prev. Yr Ago Readings in the CBOE equity put-call ratio of 60:100 Friday, November 19, 2021 Foreign Foreign U.S. $ in U.S. $ in
Week Week and in the S&P 100 of 125:100 are considered bullish, The New York foreign exchange mid-range rates are quoted at 5 Currency Currency Foreign Foreign
p.m. Eastern time by Tullett Prebon. Retail transactions pro- in U.S.$ in U.S.$ Currency Currency
Discount Rate (NY) 0.25 0.25 0.25 for instance. Bearish signals flash when the equity Country Fri. Last Fri. Fri. Last Fri.
put-call level reaches the vicinity of 30:100 and the vide fewer units of foreign currency per dollar.
Prime Rate (base) 3.25 3.25 3.25 index ratio hits 75:100. Foreign Foreign U.S. $ in U.S. $ in South Korea (Won) .0008423 .0008475 1187.28 1179.95
Currency Currency Foreign Foreign
Fed Funds Rate in U.S.$ in U.S.$ Currency Currency Sri Lanka (Rupee) .0050 .0049 201.9000 202.0400
Avg effective offer 0.08 0.08 0.09 S&P 100 CBOE Country Fri. Last Fri. Fri. Last Fri. Sweden (Krona) .1117 .1142 8.9512 8.7582
Avg weekly auction-c 0.08 0.08 0.09 Switzerland (Franc) 1.0770 1.0855 .9285 .9212
8.00 0.70 Argentina (Peso)-y .0100 .0100 100.4550 100.1788 Taiwan (Dollar) .03597 .03598 27.801 27.796
T-Bills Rate Australia (Dollar) .7235 .7330 1.3822 1.3643 Thailand (Baht) .03048 .03053 32.810 32.750
S&P 100
s
13 weeks, Coupon Yield 0.046 0.046 0.091 Bahrain (Dinar) 2.6522 2.6529 .3771 .3769 Turkey (New Lira)-d .0890 .1003 11.2329 9.9747
13 weeks, Auction Rate 0.045 0.045 0.090 6.50 0.63 Brazil (Real) .1781 .1832 5.6137 5.4592 .0375 .0380 26.6500 26.3500
Ukraine (Hryvnia)
26 weeks, Coupon Yield 0.066 0.066 0.101 Bulgaria (Lev) .5770 .5852 1.7330 1.7089 U.K. (Pound) 1.3447 1.3409 .7437 .7458
26 weeks, Auction Rate 0.065 0.065 0.100 Canada (Dollar) .7912 .7967 1.2639 1.2552 Uruguay (Peso) …… .. …… .. …… .. …… ..
Avg weekly auction-c 0.05 0.05 0.10 Chile (Peso) .001207 .001249 828.50 800.88 Financial .02262 .02281 44.205 43.845
5.00 0.56 .1566 .1567 6.3872 6.3796 ----
Broker Call Rate China (Renminbi)
2.00 2.00 2.00 1.1280 1.1444 .8865 .8738
CBOE .0002555 .0002575 3914.00 3882.80 Euro
s
Colombia (Peso)
Bankers Acceptances Croatia (Kuna) .1501569 .1523647 6.66 6.56 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
1 month 0.12 0.12 0.12 3.50 0.49 Czech. Rep. (Koruna) …… .. …… .. …… .. …… .. British, and Japanese currencies. Source: International Monetary Fund.
a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
2 months 0.13 0.13 0.15 Commercial rate .04437 .04535 22.537 22.049 2005. y-floating rate.
3 months 0.15 0.15 0.18 Denmark (Krone) .1517 .1539 6.5914 6.4992
6 months 0.20 0.20 0.20 2.00 0.42 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Egypt (Pound)-y .0637 .0636 15.7026 15.7187
Euro Libor Rate Hong Kong (Dollar) .1284 .1284 7.7906 7.7906
1 month -0.577 -0.576 -0.578 Hungary (Forint) .003069 .003118 325.81 320.70
3 months -0.565 -0.573 -0.544
0.50 0.35
N D J F M A M J J A S O N Iceland (Krona) .007632 .007609 131.02 131.42 ARMS INDEX
6 months -0.545 -0.551 -0.519 India (Rupee) .01345 .01345 74.337 74.347
12 months -0.491 -0.475 -0.469 Source: CBOE
Indonesia (Rupiah) .0000702 .0000702 14238 14236
The Arms index, also known as the short term trading index, is a number
Israel (Shekel) .3232 .3218 3.0939 3.1077
Libor Interbank Rate derived by dividing one quotient into another quotient. The numerator in
Japan (Yen) .008770 .008779 114.03 113.91
1 month 0.09 0.09 0.15 the index is the number of advancing stocks divided by the number of
3 months 0.16 0.16 0.20 INVESTOR SENTIMENT READINGS Kazakhstan (Tenge) .002308 .002319 433.24 431.24
declining stocks. As of 3/14/11, the denominator in the index is now the
Kuwait (Dinar) 3.3052 3.3077 .3026 .3023
6 months 0.23 0.23 0.25 High bullish readings in the Consensus stock index or in the .1247 .1246 8.0210 8.0280 compositevolumeofadvancingstocksdividedbythecompositevolumeof
Macau (Pataca)
12 months 0.39 0.40 0.34 Market Vane stock index usually are signs of Market tops; low Malaysia (Ringgit)-b .2390 .2408 4.1835 4.1535 declining stocks.
Foreign Prime Rates ones, market bottoms. Mexico (Peso) …… .. …… .. …… .. …… .. Daily 11/15 11/16 11/17 11/18 11/19
Last 2 Weeks 3 Weeks
Canada 2.45 2.45 2.45 Floating rate .0480 .0487 20.8446 20.5216
Week Ago Ago
Germany 0.00 0.00 0.00 New Zealand (Dollar) .7004 .7043 1.4278 1.4198 NYSE .73 1.26 1.05 1.32 1.47
Japan 1.475 1.475 1.475 Consensus Index Norway (Krone) .1121 .1150 8.9178 8.6977 NYSE American 1.64 1.59 .25 2.11 .76
Switzerland 0.00 0.00 0.00 Consensus Bullish Sentiment 68% 69% 66% Oman (Rial) 2.5973 2.5978 .3850 .3849 Nasdaq .97 .69 .81 1.01 .61
Britain 0.10 0.10 0.10 Pakistan (Rupee) .00571 .00569 175.085 175.625
Source: Consensus Inc., P.O. Box 520526,Independence, Mo.
Historical data available at (816) 373-3700. [email protected] Philippines (Peso) .01981 .02009 50.473 49.768
Other Money Rates Poland (Zloty) .2403 .2466 4.1618 4.0549
Fannie Mae Home Loan: AAII Index Qatar (Rial) .2729 .2747 3.6648 3.6410 BARRON'S GOLD MINING INDEX
30-Year Fixed Conv 2.50 2.58 1.86 Bullish 38.8% 48.0% 41.5% Russia (Ruble)-a .01360 .01372 73.519 72.899
Bearish 27.2 24.0 26.0 12-Month Year Week %
Bank money market-z 0.07 0.07 0.10 Saudi Arabia (Riyal) .2666 .2666 3.7511 3.7506
Neutral 33.9 28.0 32.5 High Low 11/18 11/11 Ago Chg.
Interest Checking-z 0.03 0.03 0.05 Singapore (Dollar) .7346 .7393 1.3613 1.3526
6-Month Certif-z 0.10 0.10 0.18 Source: American Association of Individual Investors, South Africa (Rand) .0635 .0653 15.7455 15.3181 1147.72 836.57 Gold mining 1055.56 1073.38 839.48 –1.66
12-Month Certif-z 0.14 0.14 0.24 625 N. Michigan Ave., Chicago, Ill. 60611 (312) 280-0170.
30 Month Accounts-z 0.16 0.16 0.25 Market Vane
5-Year Certificates-z 0.27 0.27 0.41 Bullish Consensus 67% 67% 68%
U.S. Savings EE Bonds: FEDERAL RESERVE DATA BANK GOLD & SILVER PRICES
Source: Market Vane, P.O. Box 90490,
Long-Term (5yrs+) 0.10 0.10 0.10 Pasadena, CA 91109 (626) 395-7436. Year
Prev. Year
c-Annualized yields, adjusted for constant maturity, reported by TIM Group Market Sentiment Handy & Harman 11/19 11/12 Ago
Member Bank Latest Week Ago
the Federal Reserve on a weekly average basis. Indicator 46.3% 46.5% 45.2% Gold, troy ounce 1861.10 1860.55 1875.70
Reserve Chgs. (Mil. $) Week Change Change
Sources: Tullett Prebon information, Ltd. Source: TIM Group, 3 Columbus Circle, Suite 1592 Silver, troy ounce 24.93 25.21 23.92
Factset. z-Bankrate.com. One week ended Nov 17:

New York, NY 10019 (844) 207-1445. [email protected] Base for pricing gold and silver contents of shipments and for
making refining settlement.
U.S. Gov't securities: Price Premium Premium
Bought outright 8,157,788 + 74,157 +1,542,688 Coins $ %
WEEKLY BOND STATISTICS
Federal agency secur: Krugerrand 1923.74 73.99 4.00
Last Prev. Yr Ago Last Prev. Yr Ago Bought outright 2,347 .... .... Maple Leaf 1942.24 92.49 5.00
Week Week Week Mexican Peso 2238.24 8.00 0.36
Week Week Week Reserve bank credit:
318.64 319.58 330.69 Austria Crown 1816.12 3.00 0.17
Primary Credit 349 + 11 -1,839 Austria Phil 1942.24 92.49 5.00
New Offerings, (mil $) (v)
Bond Buyer 20 Bond Index (Index of yields of 20 Secondary Credit .... .... .... U.S. Eagles 1942.24 92.49 5.00
Corporate (z) 32,253 r24,170 43,491 general obligation municipal bonds.) Seasonal Credit 6 -4 + 6 Premium is the amount over the value of the gold content in the
Municipal (z) 11,115 r10,969 13,108 coin. Source Manfra, Tordella & Brookes, Inc.
2.13 2.10 2.19 Float -160 -36 -66 Bullion spot gold price 1849.75
Best Grade Bonds-y (Barron's index of 10 high-grade Bond Buyer Municipal Bond Index (Index of 40 Other F.R. Assets 38,954 -4,470 + 608
corporate bonds.) Total Fed Credit # 8,714,136 + 67,884 +1,435,833
actively-traded tax-exempt bonds; c Source: The Bond Buyer GOLD PERFORMANCE
1.68 1.71 1.42 Gold stock 11,041 .... ....
3.47 3.46 3.51
Interm-Grade Bonds-y (Barron's index of 10
SDR Certif. Accounts 5,200 .... .... Yellow Metal: As oil prices fell and the
Stock/Bond Yield Gap-s (Difference between yield on Treas. Curr. Outst. 50,866 + 14 + 443
medium-grade corporate bonds.)
highest-grade corporate bonds and yield on stocks on the DJIA.)
U.S. dollar rose, gold’s price stayed flat
Total 8,646,252 + 27,717 +1,431,453
2.60 2.66 2.86 for the week—at $1,861 an ounce.
0.06 0.00 +.60 Currency in circ 2,214,649 + 4,663 + 155,110 40
Barron's Gold Mining Index (1055.56)
Confidence Index (High-grade index divided by inter- Yield on DJ Equal Weight US Corp Bond Idx: Treas. Cash Hldgs 62 + 12 + 10 s
mediate-grade index; decline in latter vs. former generally Treas. Fed Deposits 211,453 -47,840 -1,345,439 30
indicates rising confidence, pointing to higher stocks.) Corp Bonds, (y) 2.44 2.37 2.02
Foreign Fed Deposits 7,008 + 1,390 -14,277
64.6 64.1 49.5 v-Week ended Thursday. y-Yield to maturity, week ended Thursday. Other Fed Deposits 255,126 + 6,464 + 17,799
z-Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. 20
Other Confidence Indicators: Other FR liab/cap 51,950 + 66 -1,202
ADJUSTABLE MORTGAGE BASE RATES Total factors 4,504,334 + 27,123 + 269,852
10
Bloomberg Barclays US Long Treasury*(This Reserves F.R. banks 4,209,802 + 40,761 +1,165,980
YOY
index measures the performance of fixed-rate, nominal US Nov 19 Nov 12 Yr. Ago % Chg
Fgn hold U.S. debt 3,467,890 -12,119 + 26,047
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) 0
1 Year Treas Bills 0.15 0.14 0.13 15.38
4474.47 4446.95 4815.68 2 Year Treas Notes 0.45 0.48 0.15 200.00 Reserve Aggr (Mil. $) Latest Prev. Month % Year
3 Year Treas Notes 0.73 0.76 0.20 265.00 Month Ended September: Month Month Chg. Ago -10
Bloomberg Barclays US Credit 5 Year Treas Notes 1.14 1.18 0.36 216.67 s
10 Year Treas Notes 1.54 1.59 0.83 85.54 Total Reserves: 4,193,200 4,140,100 1.28 2,852,800
3335.72 3354.09 3353.06 Handy & Harman Gold Price
20 Year Treas Bds 1.97 2.00 1.37 43.80 Nonborrowed Res 4,124,600 4,059,300 1.61 2,774,400 -20
Ryan Labs Treasury Index 11th District % Sep 0.225 0.225 0.523 -56.98 Borrowed Reserves 68,568 80,767 -15.10 78,387 D J F M A M J J A S O N
FHFA PMMS+ 2.86 2.86 2.95 -3.05
Monetary Base 6,388,900 6,328,700 0.95 4,880,300
Fed annualized yields adjusted for constant maturity.
Market Laboratory
Top 5 Insider Purchases by Company in 2021 WEEK'S DIVIDEND PAYMENT WEEK'S EX-DIVIDEND DATES
Number of Number of Avg.
Company Symbol Insiders Shares $ Value Price This list includes payouts on common stocks. This list includes payouts on common stocks.
Golub Capital Bdc .......................................... GBDC 33 549,532 8,394,547 $ 15.28 NYSE NYSE
York Water ...................................................... YORW 31 1,924 83,331 $ 43.31 Kennametal .20 Standex Intl .26
Five Star Bancorp ........................................... FSBC 20 208,249 4,191,724 $ 20.13
Monday Tuesday Nu Skin Enterprises Cl A .38 Bank of Hawaii .70
(November 22)
MGIC Investment .08 Thursday (November 23)
S & P Global .77 Barrick Gold .09
Design Therapeutics ...................................... DSGN 19 971,650 28,120,308 $ 28.94 Natural Resource Prtnrs .45 Schweitzer-Mauduit Intl .44 Barrick Gold .14
American Financial Grp 4.00 (November 25) ACCO Brands .075
Southern Copper 1.00 YUM! Brands .50 Brookfield Asset Mgmt .13
Joann .............................................................. JOAN 19 305,100 3,600,070 $ 11.80 BGSF .12
Tempur Sealy .09
Howmet Aerospace .02 Amcor .12
BrasilAgro ADR .459 Waste Connections .23 Friday Brigham Minerals .14 Thursday Brookfield Infrastructure .51
Brookfield Infrastructure .51
Carrier Global .12 Webster Financial .40 (November 26) Brigham Minerals .26 (November 25)
Brookfield Renewable .304
Top 5 Insider Sales by Company in 2021 CURO Group Holdings .11 WestRock .25 Capital One Fincl .60 Discover Finl Svcs .50 NONE
Central Pacific Financial .25
CVR Partners 2.93
Wednesday Charles Schwab .18 Equifax .39 Friday Crane Co .43
Number of Number of Avg. FB Financial .11 Continental Resources .20 Gildan Activewear .154 (November 26)
(November 24) Cullen/Frost Bankers .75
Company Symbol Insiders Shares $ Value Price Genco Shipping .15 Crown Holdings .20 Loews Corp .062 Assurant .68
Affiliated Managers .01 Dolby Labs A .25
Global Industrial .16 Dana .10 Pembina Pipeline .169 Atmos Energy
Salesforce.Com ............................................. CRM 64 1,894,541 501,013,274 $ 264.45 Manning & Napier .05 AllianceBernstein .89 Ellington Financial .15 PVH Corp. .038 Autoliv
.68 Dover Corp .50
.64
Snowflake ....................................................... SNOW 52 2,828,692 741,754,991 $ 262.23 Mueller Water Products .058 Bank of Butterfield .44 Great Western Bancorp .05 Regional Management .25 Cactus Cl A .10
Dow .70
Berkshire Hills Bancorp .12 DuPont de Nemours .30
Datadog .......................................................... DDOG 49 8,550,128 940,826,072 $ 110.04 Sculptor Capital Mgmt .28 Oil-Dri of America .27 Ritchie Bros .25 Griffon .09 Ellington Financial .15
Ubiquiti .60 Citigroup .51 Oppenheimer Holdings A .15
Palantir Technologies .................................... PLTR 46 36,721,079 884,658,265 $ 24.09 Clipper Realty .095 Provident Finl Svcs .24
Robert Half International .38 Scotts Miracle-Gro .66 Energizer Holdings .30
Weis Markets .32 Sun Life Financial .524 Valvoline .125
Doordash ........................................................ DASH 45 2,484,191 395,318,832 $ 159.13 Coterra Energy .125 Signet Jewelers .18 Estee Lauder Cl A .60
Tuesday Coterra Energy .175 Williams-Sonoma .71
TransUnion .095 Voya Financial .20 FactSet Research Sys .82
Yum China Holdings .12
(November 23) Employers Holdings .25
Saturday Saturday GrafTech International .01
STOCK SPLITS/DIVIDENDS AdvanSix .125 Equinor ADR .18 Wednesday (November 27) Grupo Aval Acciones .021
Banco Latinamer .25 (November 27)
Invitation Homes .17 (November 24) NONE Hubbell 1.05
Record Ex-Dividend Payment Byline Bancorp .09 Janus Henderson Group .38
Toyota Motor ADR 1.762
Badger Meter .20 M & T Bank 1.20
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Comfort Systems USA .13 KB Home .15 Sunday Cabot Corp .37
Sunday NACCO Industries Cl A .198
(November 28)
Commerce Bancshares-CBSH (Nasdaq) ........................................... 5% 12-02 12-01 12-17 DHT Holdings .02 MDC Holdings .50 (November 28) Evercore Cl A .68 North Amer Const .032
Graham Corp .11 PennyMac Finl Svcs .20 NONE NONE
First BanCorp Puerto .10 Pioneer Natural Res 3.02
NASDAQ Fortive .07 Monday RenaissanceRe Pfd. G .262
SPECIAL DIVIDENDS FortuneBrandsHome .26 (November 29) RLI Corp .25
Record Ex-Dividend Payment Monday Veritex Holdings .20 Friday Huntington Ingalls Inds 1.18 Aramark .11 RLI Corp 2.00
Company Name-Ticker Symbol (Exchange) Amount Date Date Date (November 22) Wednesday (November 26) National Bank Holdings .22 Arch Resources .25 Stepan Co .335
AmeriServ Financial .025 (November 24) ArcBest .08 NextEra Energy .385 Argo Group Intl Hldgs .31 Tennant Co .25
Enact Holdings-ACT (Nasdaq) ............................................................. 1.23 11-26 11-24 12-15 APA .062 1st Constitution Bancorp .10 Atlantic Union Banksh .28
NASDAQ
First Financial Indiana-THFF (Nasdaq) ............................................... 0.10 1-07 1-06 1-14 Bankwell Financial Group.18 BOK Financial .53 Bank of Princeton .18
BankFinancial .10 Vodafone Group ADR .514 Sunday
First Guaranty Bcshs-FGBI (Nasdaq) ................................................. 10% 12-15 12-14 12-17 Meridian .20 CapStar Finl Hldgs .06
Bassett Furniture Inds .14
Tuesday
Insteel Industries-IIIN (NYSE) ............................................................. 2.00 12-02 12-01 12-17
Mid Penn Bancorp
Peoples Bancorp
.20
.36
Eagle Bulk Shipping
Hanmi Financial
2.00
.20 Bio-Techne .32 (November 23) Thursday (November 28)
Brookline Bancorp .125 CDW Corp. .50 (November 25) NONE
Magyar Bancorp-MGYR (Nasdaq) ....................................................... 0.12 11-30 11-29 12-14 Qurate Retail Series A 1.25 Independent Bank Group .36
Universal Insurance -UVE (NYSE) ...................................................... 0.13 12-10 12-09 12-17 Qurate Retail Series B 1.25 Innospec .59 First Bancshares .16 Chesapeake Energy .438 NONE Monday
Rattler Midstream .25 Kearny Financial .11 First Northwest Bancorp .07 Forward Air .21 Friday (November 29)
Runway Growth Finance .25 Landmark Bancorp .20 Investors Bancorp .14 Kelly Services Cl A .05 (November 26) Allegiance Bancshares .12
Schnitzer Steel Inds .188 Northfield Bancorp .13 Peapack Gladstone .05 Kelly Services Cl B .05 Diamond Hill Invest 1.00 Altus Midstream 1.50
DIVIDEND PAYMENT REDUCTIONS Tuesday Pool .80 Pinnacle Finl Partners .18
Phibro Animal Health .12 Diamond Hill Invest 19.00 Atlantica Sustain Infr .435
Richardson Electronics .06 Primis Financial .10

Adjusted % Record Ex-Div Payment (November 23) Starbucks .49
Southside Bancshares .33 Kinsale Capital Group .11 CRA International .31
Silicon Motion Tech ADR .50
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date B. Riley Financial 1.00 Timberland Bancorp .21 Teradyne .10 Live Oak Bancshares .03 CSX .093
Territorial Bancorp .23 Magyar Bancorp .12
Compass Minerals-CMP (NYSE)......................... 1.1 Q .15 .72 -79.2 % 12-10 12-09 12-20
B. Riley Financial 3.00
Univest Financial .20 Wintrust Financial .31 Wednesday MKS Instruments .22
Fastenal Co .28
West Bancorp .24 Saturday (November 24) Patrick Industries .33 Mesa Laboratories .16
Newell Brands .23
Patria Investments-PAX (Nasdaq)....................... 5.0 Q .14 .463 -69.8 % 12-02 12-01 12-16 Hennessy Advisors .138
Western New England .05 (November 27) AAON .19 Strategic Education .60
Heritage Commerce .13 Peoples Fincl Svcs .38
TC Energy-TRP (NYSE) ....................................... 5.9 Q .690778 .702179 -1.6 % 12-31 12-30 1-31 HomeStreet .25
WisdomTree Invest .03 NONE Applied Materials .24
Weyco Group .24
Power Integrations .15
Xperi Holding .05
Tekla Hlthcr Investors-HQH (NYSE).................... 8.2 Q .51 .52 -1.9 % 11-24 11-23 12-31 LSI Industries .05 Thursday Sunday Enact Holdings 1.23 StepStone Group .15
Tekla Life Sciences-HQL (NYSE) ........................ 8.3 Q .42 .43 -2.3 % 11-24 11-23 12-31 Northeast Bank .01 (November 25) (November 28) Kraft Heinz .40 Saturday United Bancshares .20
Randolph Bancorp .15 OP Bancorp .10 NONE MillerKnoll .188 (November 27) NONE
DIVIDEND PAYMENT BOOSTS NYSE American NYSE American

Adjusted % Record Ex-Div Payment Monday Wednesday Friday Tuesday Thursday Saturday
Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date (November 22) (November 24) (November 26) NONE (November 23) (November 25) (November 27) NONE
Aflac-AFL (NYSE) ...................................................... 2.9 Q .40 .33 21.2 2-16 2-15 3-01 Seaboard 2.25 NONE Saturday Silvercorp Metals .013 NONE Sunday
Agilent Technologies-A (NYSE)............................ 0.5 Q .21 .194 8.2 1-04 1-03 1-26 Tuesday Thursday (November 27) NONE
Wednesday Friday (November 28) NONE
American National Bkshrs-AMNB (Nasdaq) ........ 2.9 Q .28 .27 3.7 12-03 12-02 12-17 (November 23) (November 25) Sunday (November 24) (November 26) Monday
NONE NONE (November 28) NONE
Amkor Technology-AMKR (Nasdaq) ..................... 0.8 Q .05 .04 25.0 12-07 12-06 12-28 NONE NONE (November 29)
Chase Corp 1.00
Cabot -CBT (NYSE).................................................... 2.5 Q .37 .35 5.7 11-26 11-24 12-10 Maverix Metals .013
Chase -CCF (NYSE AMER ) ........................................ 0.9 A 1.00 .80 25.0 11-30 11-29 12-09 NAME CHANGES
Commerce Bancshares-CBSH (Nasdaq) .............. 1.5 Q .2625 .25 5.0 12-02 12-01 12-17 NEW LISTINGS
Dolby Labs A-DLB (NYSE)....................................... 1.1 Q .25 .22 13.6 11-30 11-29 12-08 NYSE
Flex LNG-FLNG (NYSE) ............................................ 13.7 Q .75 .40 87.5 12-02 12-01 12-14 Sonida Senior Living (SNDA), formerly Capital Senior Living NYSE
Fortis-FTS (NYSE)..................................................... 3.9 Q .4248 .417373 1.8 2-15 2-14 3-01 (CSU) KinderCare Learning (KLC)
Griffon-GFF (NYSE)................................................... 1.4 Q .09 .08 12.5 11-29 11-26 12-16 NYSE American Sweetgreen (SG)
Group 1 Automotive-GPI (NYSE)........................... 0.7 Q .35 .34 2.9 12-01 11-30 12-15
None UserTesting (USER)
HP-HPQ (NYSE) ......................................................... 2.5 Q .25 .1938 29.0 12-08 12-07 1-05
La-Z-Boy-LZB (NYSE) .............................................. 1.8 Q .165 .15 10.0 12-02 12-01 12-15 Nasdaq NYSE American
LCNB-LCNB (NCM )................................................... 4.1 Q .20 .19 5.3 12-01 11-30 12-15 F5 (FFIV), formerly F5 Networks (FFIV) None
Lear -LEA (NYSE)....................................................... 1.0 Q .77 .50 54.0 12-10 12-09 12-29 Oncology Institute (TOI), formerly DFP Healthcare Nasdaq
M&T Bank-MTB (NYSE)............................................ 3.0 Q 1.20 1.10 9.1 11-30 11-29 12-31 Acquisitions (DFPH)
bleuacacia (BLEUU)
Matthews Intl Cl A-MATW (Nasdaq)........................ 2.4 Q .22 .215 2.3 11-29 11-26 12-13 Telesat (TSAT), formerly Loral Space & Communications
MVB Financial-MVBF (NCM ) .................................. 1.2 Q .15 .14 7.1 12-01 11-30 12-15 Braze (BRZE)
(LORL)
Natural Grocers-NGVC (NYSE) ............................... 2.9 Q .10 .07 42.9 11-29 11-26 12-15 Energem (ENCPU)
TROOPS (TROO), formerly SGOCO (SGOC)
Northern Oil & Gas-NOG (NYSE AMER ) ................. 1.6 Q .08 .045 77.8 12-30 12-29 1-31 FinWise Bancorp (FINW)
Oaktree Specialty Lending-OCSL (Nasdaq) ......... 7.5 Q .155 .145 6.9 12-15 12-14 12-31 Iris Energy (IREN(
NYSE DATA BANK
Oxford Lane Capital-OXLC (Nasdaq) ..................... 11.4 M .075 .0675 11.1 1-17 1-13 1-31 Snow Lake Resources (LITM)
Patrick Industries-PATK (Nasdaq) ......................... 1.7 Q .33 .28 17.9 11-29 11-26 12-13 Latest Preceding Year-Ago Sono Group (SEV)
Royal Gold-RGLD (Nasdaq) ..................................... 1.3 Q .35 .30 16.7 1-07 1-06 1-21 Month Month Month
Spire-SR (NYSE) ....................................................... 4.5 Q .685 .65 5.4 12-10 12-09 1-04 Security Sales TRADING SUSPENDED
SS&C Technologies-SSNC (Nasdaq)..................... 1.0 Q .20 .16 25.0 12-01 11-30 12-15
Star Bulk Carriers-SBLK (Nasdaq) ......................... 15.7 Q 1.25 .70 78.6 12-10 12-09 12-22 Customers' margin debt
NYSE
Travel + Leisure-TNL (NYSE) .................................. 2.6 Q .35 .30 16.7 12-15 12-14 12-30 (Mil $) October 935,862 903,117 659,313
Century Bancorp (CNBKA)
Tricon Residential-TCN (NYSE) ............................. 1.7 Q .058 .054917 5.6 12-31 12-30 1-15 Customers' credit balances
Trustco Bank-TRST (Nasdaq) ................................. 4.1 Q .35 .340625 2.8 12-03 12-02 1-03 ExOne (XONE)
(Mil $) October 226,159 229,279 221,567 JMP (JMP)
Tyson Foods Cl A-TSN (NYSE)............................... 2.3 Q .46 .445 3.4 12-01 11-30 12-15
United-Guardian-UG (Nasdaq) ............................... 8.2 S .65 .48 35.4 11-29 11-26 12-07
Free credit bal. cash accounts Nasdaq
Vishay Intertech-VSH (NYSE)................................. 1.9 Q .10 .095 5.3 12-07 12-06 12-17 (Mil $) October 200,548 205,564 217,739 Meridian Bancorp (EBSB)
Wyndham Hotels & Resorts-WH (NYSE) ............. 1.5 Q .32 .24 33.3 12-15 12-14 12-29 (d) For period Trillium Therapeutics (TRIL)
r-Revised Source: NYSE. *-Now includes composite trades.
O T H E R VO I C E S
By rebuilding the web, we could repair the
social fabric, promote equality, strengthen our
democracy, and ensure a better future for all.
generation of technology by bringing

technologists together with social
scientists, ethicists, and legal and
policy experts to promote a cross-
disciplinary “ethical tech” approach
that will make progress durable over
the long term.
And with enough support from
people and institutions, we can con-
struct a movement for change that
prioritizes internet users over plat-
forms, opens new doors of opportu-
nity, and ignites positive social, eco-
nomic, and civic engagement.
This new direction represents a new
era for the web. And it’s our surest
path forward. We need to return the
ownership and control of personal data
to individuals, where it belongs; embed
standards and principles into technol-
ogy, where they can do the most good;
An Internet Reset
should focus on a new internet archi- and redirect the economic benefits of
tecture built on a more equitable and the internet from a few powerful com-
more positive foundation. Ultimately, panies to society more broadly.
we need to completely reset our cur- Despite the problems our current
Is Within Our Reach

rent technology model and develop a web infrastructure has caused and
new approach that is focused on us- exacerbated, we have the ability to
ers, optimized for access and equity, build a more open and equitable civic
and built for the common good. architecture—an internet for the com-
mon good. With better technology and
T
his may sound bold but in a governance framework to guide it, we
D
fact is within our reach. We have a real opportunity to strengthen
iscussions on Cap- By Frank H. fits, its current model warps our eco- have the ability to build an our democracy, repair our social fabric,
itol Hill and in McCourt Jr. nomic system by monetizing personal open-source web protocol create a more equitable economy, and
legislative houses data and selling it to the highest bid- that, by its very design, would shift ensure a better future for us all.
across Europe in der. Social media has wrecked public the control of personal data from pri- Of course, realizing this vision will
recent weeks have discourse by prioritizing clicks over vate companies to individuals, enable not be easy. If we’re going to meet this
yet again been truth and by making misinformation internet users to own their social net- moment—and end the current cycle of
dominated by the and outrage more profitable than facts. works and plug them into various failure and outrage—we need to take
harmful effects of social media. The technology that underpins ev- applications, and pave the way for collective action, and do so with ur-
Yet again, lawmakers are seeking erything we do is designed to benefit people to benefit directly from the gency. We also need to face the fact
answers around failures that are built platforms over people and, as we in- economic value of their data. that we need a new approach. Tweak-
into the design of the internet’s cur- creasingly move our lives online, is An open web architecture lays ing a failed system won’t solve the
rent model. eroding the civic institutions that the foundation for many to work to- problems that have been exposed.
Yet again, policy makers and Silicon should strengthen and unite our soci- gether to build new models that can Minor adjustments—and even major
Valley executives are sparring over ety. These harms disproportionately release us from our dependence on a regulations—cannot restore trust or
whether tech companies should face affect individuals who are already vul- surveillance economy and the algo- create the kind of inclusive framework
greater oversight and more-stringent nerable, driving a culture of toxic in- rithmic choices made by few corpora- that will take us where we need to go.
regulations, or whether they should be equality. And the resulting lack of trust tions. It can give us new tools to col- It is time to stop focusing on a re-
allowed to change their practices vol- is threatening our very democracy. lectively fight disinformation and hate pair strategy. Instead, we must move
illustration by The Project Twins

untarily and without penalty. It is time to fix the problem once speech. It can encourage innovators to quickly and collaboratively to trans-
And yet again, the conversation is and for all. develop competitive products that form how the internet works—and for
centered around how to fix a model that Big Tech has made good on its could better serve society. Ultimately, whom it works. B
is undeniably and irretrievably broken. promise to “move fast and break it provides an opportunity to shift the
Enough. It is long past time to things” in ways that are simply be- control of social networks from corpo- Frank H. McCourt Jr. is a civic entrepreneur,
move beyond a technology infrastruc- yond repair and can’t be addressed rations to the people that build them. the chairman and chief executive officer of
ture that generates profit from harm. solely by regulation. Instead of explor- In addition, we can create a gover- McCourt Global, and the founder of Project
Despite the internet’s many bene- ing ways to repair a broken model, we nance framework to guide this next Liberty.
MAILBAG
Send letters to [email protected]. To be considered for The Readback, a podcast taking you
publication, correspondence must bear the writer’s name, inside the latest stories, is available
address, and phone number. Letters are subject to editing. wherever you listen to podcasts.
GameStop, the meme-stock wunder- cyon days of the ’90s, I think we are
Melodious Small-Caps kind, was part of that index, even whistling past the graveyard if we do
though it was losing money. So not recognize the profound change
To the Editor: where’s that profitability screen? I’ve occurring under the leadership of
Nicholas Jasinski’s outstanding as- attempted to get an answer to that President Xi Jinping (“U.S. Compa-
sessment of small-caps was more question from S&P Indices, but nies Face New Risks in a Changing
than just music to my ears. It was reaching its data people is as difficult China. What That Means for the
melodious, as I have been waiting for as trying to make a phone call to Stocks,” Nov. 12). He has solidified
years for his scenario to materialize China with a rotary phone. his power with generational leader-
(“Small-Cap Stocks Are in Line to Be Maybe Barron’s editors will have ship in mind, a la Mao. It’s a very
Big Winners in 2022,” Sizing Up better luck than I did. different ballgame.
Small-Caps, Nov. 12). Bob Kargenian I’m not suggesting cataclysmic
I would add only one thing. The Orange, Calif. changes, but there’s no doubt that
performance dispersion among indi- we are much further out on the risk
vidual small-caps will be substantial. curve then many may think. Taiwan
Yes, the indexes will outperform Not So Renewable? comes to mind, and how the Biden
large-caps, but the notable factor is administration reacts.
that they will be led by a cluster of To the Editor: Grod Ross
stocks that will do extremely well. Avi Salzman questioned David Heik- On Barrons.com
The remainder will remain, in vary- kinen fairly well on his information
ing degrees, “value traps”—statisti- about Enviva Partners (“These En-
cally cheap but with no catalyst to ergy Stocks Could Double. What to Inflation Gauge
spark a favorable change in investor Buy Now,” Interview, Nov. 12). How-
perception. ever, what Salzman didn’t ask about To the Editor:
Bricks-and- A great example of a catalyst

sparking an upside move can be
found in your coverage of Meritor on
Oct. 1: “This Overlooked Parts Maker
and what Heikkinen didn’t divulge is
that Enviva Partners has the capacity
to produce over six million metric
tons of wood pellets per year, and
The Federal Reserve may be behind
the curve because it has been project-
ing transitory inflation with one of its
gauges, the labor-force participation
Mortar Stage Is Ready for an EV Future. Its Stock

Could Double.” The catalyst is the
most of that is exported to Europe
for power generation.
rate, or LFPR, which has been
skewed by the definitional language
emergence of its electric powertrain I doubt that the material for the of a worker receiving unemployment
A Comeback
technology for commercial vehicles. pellets is all waste; rather, Enviva uses compensation, or UC (“Inflation Has
In fact, your article in itself was a trees, and a tremendous amount of Run Hot for a Long Time. The Fed
catalyst in bringing it to the invest- them. I think you should have drilled Knows It,” The Economy, Nov. 12).
ment community’s attention. And the into this information about Enviva, as Unemployment compensation
stock has reacted. As of Monday’s a company that employs such an envi- pays workers who lost their job
To the Editor: close, it’s up 22% since your article. ronmentally harmful process may not through no fault of their own “while
This article covers a lot of significant developments And there’s still considerable room be as renewable as one might think. they are looking for work.” If a
quite well (“Retail Revival,” Cover Story, Nov. 12). I to run, with the stock trading at only Ted Fisk worker is receiving benefits under
have two thoughts. First, large numbers of digitally seven times the 2022 earnings-per- Naperville, Ill. the UC program but not accepting a
native chains have found that adding physical stores share estimate of $3.93. job, which appears to be the case for
improves their profitability through improved cus- Keep up the good work with your 10 million workers, they are being
tomer engagement. As an example, consider Allbirds’ excellent small-cap coverage. Different Ballgame counted as workers, making the
recent and successful initial public offering. What Rob Suthe LFPR inaccurate.
matters now is the reinvention of mall stores. Bethesda, Md. To the Editor: Douglas Nutt
Second, many of the chains they are replacing were Having worked in China in the hal- Greenwood Village, Colo.
highly indebted, a lot of them in consequence of having To the Editor:
been “bailed out” by private equity across the 2008-09 Nicholas Jasinski correctly points out
recession. Give me liberty or give me death, but Lord the edge the S&P 600 enjoys over the
save me from a private-equity bailout. Russell 2000 in various areas. It’s
So now we have a whole bunch of avant-garde,
financially sound firms driving the next (of many over
estimated that over 40% of Russell
2000 companies are losing money.
“Give me liberty or give me death,
time) retail renaissance.
I’ve made a lot of gains on this by owning Simon
Property Group, but those who successfully played the
Though S&P is the only index pro-
vider to have a profitability require-
ment for its size-segmented indexes,
but Lord save me from a private-
retailers made more.
R. Paul Drake
Ned Davis Research estimates that
nearly 25% of S&P 600 companies equity bailout.”
On Barrons.com also lose money. Earlier this year, R. Paul Drake, on Barrons.com
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HOW TO BET ON BITCOIN WITHOUT OWNING IT • PAGE 16

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