Barrons - July 2023

10 BEST INCOME INVESTMENTS NOW • PAGE 12
VOL. CIII NO. 27 JULY 3, 2023 $5.00
Bargains
In Real
Estate
Commercial
properties are on
sale, from office
buildings to data
centers. Picking
the best REITs.
PAGES 18, 22
Server
equipment
inside an
Equinix
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>
63142
C O NT EN TS 07.03.23 VO L.CIII NO.27
COVER STORY P. 22 P. 27
P. 18
Economy: Deficits
Savvy Moves to Make Dislocation Spells Opportunity Do Indeed Matter
in Real Estate Q&A: Jeffrey Kolitch, manager of the Baron Real Estate fund, says reports of a looming Regulators need to re-evaluate
Commercial-property stocks are commercial real estate crisis are greatly exaggerated. By SHAINA MISHKIN their risk assumptions about
cheap after a slump. Our best government debt as the federal
bets among warehouses, data deficit continues to balloon.
centers, apartments, and more. By RANDALL W. FORSYTH
By BILL ALPERT and
NEAL TEMPLIN P. 28
Trader: A Midyear
P. 12 Outlook for Markets
After the market’s best first half
The 10 Best Ways to since 2019, albeit narrowly led,
Generate Income Now consider a more cautious stance.
Yield seekers have a host of solid One option: six-month T-bills.
choices, from dividend stocks and By NICHOLAS JASINSKI
oil pipelines to munis and REITs.
By ANDREW BARY P. 31
P. 15
International: Russian
Money to Aid Ukraine
Time to Take Profits There are problems with an EU
on Activision Stock plan to tap frozen Russian assets
Follow-Up: Microsoft could still for Ukraine’s benefit.
succeed in buying the videogame By CRAIG MELLOW
maker, but it won’t be simple.
By CONNOR SMITH P. 32
P. 16
Striking Price: A Simple
Strategy That Works
The Hottest Thing in A disciplined approach to using
TV Feels Old-School options can deliver solid long-term
Free, advertising-supported TV is returns through volatile markets.
quickly winning fans—and driving By STEVEN M. SEARS
big changes across the media
industry. A look at the key players.
By ERIC J. SAVITZ
Barron’s Roundtable
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So why does it feel like a fad? future of artificial intelligence. analyst Dmitri Alperovitch on the
By ALEX EULE By ERIC J. SAVITZ implications of the Wagner mutiny
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A ABB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 L Legend Biotech . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 N Netflix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 P Prologis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,23

Activision Blizzard . . . . . . . . . . . . . . . . . . . . . . 10,15 Lordstown Motors . . . . . . . . . . . . . . . . . . . . . . 10,34 Nike . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Public Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Advance Auto Parts . . . . . . . . . . . . . . . . . . . . . . . . 29 Novo Nordisk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,25 Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Altria Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 M Meta Platforms . . . . . . . . . . . . . . . . . . . . . . . . 7,15,25
Amazon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Micron Technology . . . . . . . . . . . . . . . . . . . . . . 10,34 R Reaves Utility Income . . . . . . . . . . . . . . . . . . . . . 12
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,10,15,25 O Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Regeneron Pharmaceuticals . . . . . . . . . . . . . . . . 34
Amedisys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Morgan Stanley . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Orion Office REIT . . . . . . . . . . . . . . . . . . . . . . . . . 18 Rexford Industrial Realty . . . . . . . . . . . . . . . . . . 23
AMH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Motorcar Parts of America . . . . . . . . . . . . . . . . . 33 Robinhood Markets . . . . . . . . . . . . . . . . . . . . . . . . 10
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,17,25,28 Rockwell Automation . . . . . . . . . . . . . . . . . . . . . . 24
AppLovin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
AvalonBay Communities . . . . . . . . . . . . . . . . . . . 23
S Shriram Finance . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Siemens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
B Bandhan Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Simon Property Group . . . . . . . . . . . . . . . . . . . . . 14
Bank of America . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 SL Green Realty . . . . . . . . . . . . . . . . . . . . . . . . 19,34
Blackstone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Snowflake . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Rupert Murdoch Executive Chairman, News Corp

Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones
C Cardlytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 T Taiwan Semiconductor Manufacturing . . . . . . 24
CarGurus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 SENIOR VICE PRESIDENT, BARRON’S GROUP Mae M. Cheng Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
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3D Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
CBRE Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Toll Brothers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Citigroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Comcast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 EDITOR IN CHIEF David Cho
ConocoPhillips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin
CubeSmart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 U Uber Technologies . . . . . . . . . . . . . . . . . . . . . . . . . 25
Alex Eule, Ben Levisohn
DEPUTY EDITORS UnitedHealth Group . . . . . . . . . . . . . . . . . . . . . . . 10
EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt Unity Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
D Delta Air Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 MANAGING EDITORS Kristen Bellstrom, Matt Bemer, Daren Fonda, Amey Stone, Joe Woelfel
DICE Therapeutics . . . . . . . . . . . . . . . . . . . . . . . . 33 ASSISTANT MANAGING EDITORS Henry Cutter, Mel Gray, Anita Hamilton, Mary Romano,
Digital Realty Trust . . . . . . . . . . . . . . . . . . . . . . . 23 V Viking Therapeutics . . . . . . . . . . . . . . . . . . . . . . . 34
Robert Sabat, Rupert Steiner (London bureau chief) Virgin Galactic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz Visa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
E Eagle Bulk Shipping . . . . . . . . . . . . . . . . . . . . . . . 33 SENIOR WRITERS Bill Alpert, Megan Cassella, Lauren Foster, Nicholas Jasinski, Tae Kim, Megan Leonhardt,
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Energy Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 W Walgreens Boots Alliance . . . . . . . . . . . . . . . . . . 34
Equinix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 REPORTERSJacob Adelman, Janet H. Cho, Adam Clark, Emily Dattilo, Jack Denton, Catherine Dunn, Walker & Dunlop . . . . . . . . . . . . . . . . . . . . . . . . . . 18
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Extra Space Storage . . . . . . . . . . . . . . . . . . . . . . . 23 Angela Palumbo, Teresa Rivas, Connor Smith, Jacob Sonenshine, Brian Swint, Karishma Vanjani, Andrew Welsch Warner Music Group . . . . . . . . . . . . . . . . . . . . . . . 36
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Wells Fargo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
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Full Truck Alliance . . . . . . . . . . . . . . . . . . . . . . . . 26 IDEAS EDITOR Matt Peterson Xponential Fitness . . . . . . . . . . . . . . . . . . . . . . . . . 36
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G General Motors . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Y YDUQS Particiapaceoes . . . . . . . . . . . . . . . . . . . 26
Goldman Sachs Group . . . . . . . . . . . . . . . . . . . 10,33 Chelsea Schiff
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UP & D OWN WALL STREET

New technologies “follow a predictable life cycle of
hype, disillusionment, realism and, eventually,
productivity,” research firm Gartner wrote in 1995.
Confessions of
promise disappeared or stalled. constant headlines, announcements,
I covered the meteoric rise of 3-D and massive stock market gains not-
printing stocks for Barron’s in 2014. withstanding.
There was a time when 3-D printers I’ve always been intrigued by our
An AI Skeptic
were on the cusp of replacing home tendency to overshoot on technology’s
builders or generating spare lightbulbs potential. Gartner, the consulting and
from our living rooms. research firm, has found a significant
In early 2014, market leader 3D business in advising companies on
Systems (DDD) announced a partner- the habit.
ship with Hershey (HSY) in which In 1995, Gartner analyst Jackie Fenn
T
3-D printers would revolutionize unveiled the Hype Cycle, a now-famous
he first time I used staring at a graphing calculator. candy: “Whether it’s creating a whole tool for tracking technology’s progress.
ChatGPT, I I’m not used to feeling left behind new form of candy or developing a new Fenn took a literary approach to coin-
thought I was when it comes to tech. I brought my way to produce it, we embrace new ing tech’s phases, which included the
pushing the artifi- high school newspaper onto the World technologies such as 3-D printing as a “Peak of Inflated Expectations,” the
cial-intelligence Wide Web when Mosaic was still the way to keep moving our timeless con- “Trough of Disillusionment,” the
chatbot to the dominant browser. I waited in long fectionery treats into the future.” “Slope of Enlightenment,” and the
brink. I made a lines for the first iPhones. People usu- There’s nothing wrong with 3-D “Plateau of Productivity.”
dumb request hoping to get a smart BY ALEX ally come to me for tech advice. printing or dreaming big. But nearly a Back then, wireless communications
response: Write me a poem about the EULE Maybe I’m just getting old. Or decade later, 3-D printing is mostly were still brand new, well below peak
Washington Capitals. maybe we’re in another hype cycle, known as aggregate manufacturing, expectations, and behind technologies
It turns out I wasn’t thinking big destined for disappointment, similar and it’s a niche industrial application. like “the Information Superhighway,”
enough. A few weeks after ChatGPT’s to the ones that have followed 3-D We’re similarly waiting for the societal virtual reality, and videoconferencing,
release in November, a friend texted printing, autonomous driving, the revolutions brought by self-driving, the which had all already peaked, accord-
me to say: “I’m completely ad- blockchain, and, most recently, the blockchain, and the metaverse. ing to Gartner.
dicted...just sent you an Oval Office metaverse. All of those sparked mini- So forgive me for being skeptical of “The majority of advanced technol-
address about the zombie apocalypse.” stock-market bubbles, before their AI’s own game-changing powers, ogies follow a predictable life cycle of
I offered a snarky response, but he
wasn’t deterred: “Think of something
random and tell it to write a screen-
play. I asked for a screenplay about
two monkeys writing a screenplay.”
Half a year later, we’ve gone way
beyond monkeys writing screenplays.
Generative AI has been discussed in
every corporate boardroom, been the
subject of long Congressional hear-
ings, and sparked labor unrest across
Hollywood.
The technology’s surprise emer-
gence has almost single-handedly
driven the Nasdaq Composite up 32%
in 2023, the tech-heavy index’s best
six-month start to a year since 1983.
That’s more than $5 trillion worth
of value creation. And yet, when it
comes to generative AI, I still feel
stuck in the novelty phase. The rest of
the world is supposedly using AI to
write essays, code software, and save
humanity, but personally I haven’t
found any productive uses for Chat-
GPT or its chat cousins—Bard from
Alphabet (ticker: GOOGL) and Bing
Dreamstime (2)
from Microsoft (MSFT).
I keep going back to the chatbots
hoping for inspiration to strike, but Game-changers that weren’t: Testing VR devices during the Mobile World Congress in Barcelona in 2019 (left), and a 3-D printed structure
instead I just feel like a six-year-old (right). Excitement around the metaverse and 3-D printing sparked mini-stock-market bubbles before their promise faded or stalled.
hype, disillusionment, realism and, even- home of the New York Mets, from You-
tually, productivity,” Fenn wrote in her Tube TV, which I’ve been using since cut-
1995 note. “By tracking a technology’s ting the cord on Verizon Fios during the Celebrating 10 Years of Shareholder Yield
1
progress along the hype cycle, organiza- pandemic.
tions can determine when the technology’s YouTube TV looks mostly like cable,
maturity reaches a point compatible with aside from the fact that it is delivered over
their own tolerance for risk.” the internet to any smartphone, laptop, or
#
There’s no doubt that companies, in- smart TV. It’s more convenient than cable
cluding my own, are currently having television and a good bit cheaper. At least
these very discussions about AI. The risk that was the original promise from
SYLD
of missing out is enormous, but there’s Google, Hulu, DirecTV, and other virtual
also considerable danger in moving too cable providers.
FOR
soon at the expense of present business. The services portrayed themselves as a
10
Consider Facebook, which bet the com- more evolved version of TV. There were
THE
pany on the metaverse, changing its name no contracts, undercutting the yearslong
to Meta Platforms (META) in 2021. commitments cable often required.
Founder and CEO Mark Zuckerberg got But the economics have never worked. Cambria Shareholder Yield ETF
social networking right, but he has been TV content is expensive, particularly
too bullish on the near-term potential of sports. ESPN charges cable providers
virtual worlds. more than $10 per subscriber, according
Dividends + Buybacks
Meta’s stock tumbled 71% in the 12 to Bloomberg Intelligence. Either that gets
months after the name change. It has since passed on to consumers, or the provider
largely rebounded, with Zuckerberg more eats the cost.
focused on cost cutting than on the meta- Sure enough, as Google and other tech cambriafunds.com
verse. companies emphasize profits, virtual cable
This past week, I asked Mark Raskino, a packages have gotten more expensive—and
Gartner analyst and author of the book less convenient. I now pay $73 a month for
Mastering the Hype Cycle, to offer some his-
torical perspective on AI’s surge.
“As humans, we’re attracted to novelty,”
YouTube TV, up from $50 in 2020. Along
the way, I’ve gotten fewer channels.
With SNY on the way out, I’ll miss most
YEAR PERIOD
Raskino says. “And we tell our friends, so Mets games. YES, the Yankees cable net-
there’s this kind of social contagion factor in work, was pulled from YouTube TV in The Cambria Shareholder Yield ETF ranked #1 out of 267 funds in the Morningstar Mid-Cap Value Category on
the early stages...you get a sharp rise of ex- 2020. As of July, on most nights its New an absolute, total return basis over the 10-year period as of 5/31/2023.
citement. But what’s actually happening is York subscribers won’t be able to watch
the number of people applying or using the either of their Major League Baseball SYLD received a 5-star Overall Morningstar rating as of 5/31/23 out of 381 funds in the Mid-Cap Value Category based on risk-adjusted returns. For the
thing is much slower.” teams. 3-year period, SYLD received a 5-star rating out of 381 funds. For the 5-year period, SYLD received a 4-star rating out of 361 funds, and for the 10 year period,
SYLD received a 5-star rating out of 267 funds, as of 5/31/23.
That disconnect drives the never-ending In its email update, Google said that
hype cycle. “There was social. Then there Mets fans could “continue watching select
was mobile and there was the cloud and national Mets games on FOX, ESPN, and ©2023 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its
there was the blockchain. Now there’s AI. TBS, all available through our Base Plan.” content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither
Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
And it’s like waves coming at you on a That’s a long way from YouTube TV’s Past performance is no guarantee of future results.
beach. It feels repetitious.” message at launch. “While what we watch
After talking to Raskino, I felt a bit more on TV seems to get better every year, the
The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity
and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history.
justified about my current hype fatigue. way we watch TV never seems to Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated
“We just have an unusual juxtaposition,” change,” Google said in 2017. “When will basedonaMorningstarRisk-AdjustedReturnmeasurethataccountsforvariationinamanagedproduct’s monthlyexcessperformance,
he says. “We’ve had the generative-AI hype we be able to get the channels we care placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any
this year, hot on the heels of the metaverse about, at a price we can afford, without all adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next
35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed
last year.” the commitments, equipment fees, and product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable)
Raskino emphasized that the hype cycle hassle? The answer? Today.” Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three
isn’t a stock-picking tool, but I’d argue the But, apparently, not tomorrow. year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more
history is informative for investors. “Most Technology, and the emergence of months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most
often, but not always, the plateau of pro- streaming, has ultimately made TV far
recent three-year period actually has the greatest impact because it is included in all three rating periods.
ductivity or profitability is not as high as more of a hassle. One of my colleagues Investing involves risk, including the possible loss of principal.
the original peak of excitement,” he says. notes a recent five-day stretch in which Dividends are not guaranteed. Companies currently paying dividends can stop paying dividends without notice. A buyback is when a
As for the exceptions? He pointed to Yankees fans, himself included, needed company buys its own outstanding shares to reduce the number of shares available on the open market.
web search and software as a service, or four different subscriptions to watch To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk
cloud-based applications. games: cable TV (via YES), Apple TV+, factors, charges and expense before investing. This and other information can be found in the Fund’s full or summary
Where will ChatGPT land? Check back NBC’s Peacock, and Amazon Prime Video. prospectus which may be obtained by calling 855-383-4636 (ETF INFO) or visiting our website at www.cambriafunds.com.
with me in 10 years. Hopefully, it won’t be TV’s latest mess is a reminder to inves- Read the prospectus carefully before investing or sending money. For fund performance as of the most recent month-end
please visit www.cambriafunds.com. The performance data quoted represents past performance. Past performance does
writing this column. tors, consumers, and media executives: not guarantee future results.
Technology has brought huge improve-
S
ments to our lives, but progress isn’t inev-
The Cambria ETFs are distributed by ALPS Distributors Inc., 1290 Broadway, Suite 1000, Denver, CO 80203, which is not affiliated with
peaking of dashed tech dreams, Cambria Investment Management, LP, the Investment Adviser for the Fund.
earlier this month I received an itable. B
email from Google telling me that
it was pulling the SNY channel, email: [email protected]
Slow Food. Fast Cars.

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ST R E E T W I S E
Eli Lilly raised the bar on obesity drugs in a recent
Phase 2 study that saw its new drug slim patients
down by an average of 58 pounds.
Eli Lilly Is Riding the

UBS analyst Colin Bristow estimates that can be managed medically. In one
that the new Lilly drug could launch in study, Lilly put patients on a diet-and-
2027, and that the company will domi- exercise regimen and gave them injec-
nate the market for obesity drugs tions of a saline water placebo. They
Weight-Loss Wave. It
through this decade. “That would lost five pounds over 72 weeks, versus
equate to just absolutely huge peak 52 pounds for patients on an obesity
sales numbers,” he says. He calls Lilly drug. “That’s the difference of the
his top pick among large-cap bio- drug,” says Ricks. “This isn’t in their
Has Only Just Begun.

pharma stocks, even though his price heads. They’re not lazy. Their bodies
target recently implied just 8% upside. are wired differently. They need help.”
Lilly stock is up 59% since I wrote
F
in this space a year ago about the com- or now, obesity drugs cost
pany’s looming obesity lead. (See $1,000 to $1,500 a month, and
“There’s No Miracle Cure for Obesity— insurance is tough to come by.
M
or Is There?”) It trades at more than Enter med spas and com-
y summer expected to win approval for obesity 50 times this year’s projected earnings, pounding pharmacies. Anne Marie
slimdown isn’t later this year. It was shown to reduce which seems expensive, but then Fombu runs AnneMarie Aesthetics in
going accord- weight by some 22%, on average. again, earnings per share are expected Bellevue, Wash., and goes by Dr. Fo-
ing to plan. The newest drug showed 24% to double in two to three years. mbu on her website and Tik Tok, al-
Much of my weight loss, which might understate its Job one for Lilly CEO Dave Ricks is though she tells me that she’s not a
free time is effectiveness. The trial was a relatively to ramp up production ahead of a medical doctor, but rather a nurse
spent traveling short 48 weeks, and patient weights tirzepatide obesity launch expected practitioner with a doctorate in nurs-
with my kids for sports, so I’m ex- hadn’t plateaued. So, a longer Phase 3 later this year. Lilly is building its larg- ing. Before the pandemic, 90% of her
tremely fitness-adjacent, but that’s not BY JACK trial might show more weight loss. est factory yet. Job two is to expand the patients wanted Botox and similar face
the same as exercising, it turns out. HOUGH Also, women lost more than men—29% potential patient population for obesity treatments. Now it’s 90% obesity.
I’ve also been binge-watching past versus 22%—which was expected. But drugs, and the insurance coverage. Leads and inquiries are up 700% over
seasons of Wicked Tuna, in which salty the trial had a lower mix of women Those two are related if Lilly can show a year and a half. “We’ve had to get a
New England fishermen dangle lit than one for the earlier drug, so an that obesity care can help control costs few nurses to help out,” she says.
cigarettes from their mouths while apples-to-apples comparison would of related conditions. For example, the Treatment runs some $850 a month,
reeling in 8-foot “butterballs,” and push average results higher. obese are likelier to suffer from sleep including support and advice—“a lot of
then dockside buyers examine tail These are early results. Lilly still apnea, which can lead to heart damage hands-on,” she says. It also includes the
cuts for color and fattiness to deter- has to optimize the dosage to manage and the use of pricey, cumbersome medicine, which Fombu gets from a
mine pricing. That part gets me think- side effects. Approval isn’t assured. masks and machines while sleeping. compounding pharmacy. Those are
ing about my own marbling. But these drugs aren’t total departures They’re also likelier to need knee re- pharmacies that combine, mix, or alter
Meanwhile, here comes Eli Lilly from each other. They all use receptor placements. Lilly is testing its drugs for ingredients to create tailored medicines,
(ticker: LLY) raising the bar on obesity agonists, which aren’t evil robots that apnea and knee osteoarthritis. the FDA explains, and the results don’t
drugs—again. In Phase 2 results return into vehicles—you’re thinking of Pills will eventually replace injec- carry its approval. There are reports of
leased this past week, its experimental the Decepticon antagonists from old tions for obesity meds. Within a de- compounded obesity treatments selling
drug retatrutide slimmed patients Transformers cartoons. Receptor ago- cade, Ricks says, care will be as routine for $300 a month. Novo Nordisk re-
down by an average of 58 pounds. nists can target hormones, and in this as getting pills for high blood pressure. cently announced it is “initiating legal
That’s four bowling balls. It’s a case, help control appetite and food He takes issue with people, including proceedings against medical spas,
healthy second-grader. On American intake. Semaglutide uses one of them, half of doctors the company interviews, weight loss or wellness clinics, and
Airlines, it’s a checked bag that gets and tirzepatide, a combination of two. who he says view obesity as a personal compounding pharmacies to cease and
hit with a $100 surcharge at the scale. The new experimental drug has three. failure, rather than a health condition desist from false advertising, trademark
Perhaps a market comparison infringement, and unlawful sales.”
would be more helpful. The best- I asked Fombu about that. In an
known injectable obesity drug, Ozem- email, she said it relates to “med spas
pic, isn’t actually for obesity; it’s techni- BARRONS.COM/PODCASTS advertising that they are doing Ozem-
cally for diabetes. But the company pic but they aren’t,” and that she’s
behind it, Novo Nordisk (NVO), has
an obesity drug called Wegovy that
uses the same active ingredient, sema-
Barron’s Streetwise using a “compounded medication that
has the same active” and is “proprie-
tary to the pharmacy making it.”
glutide. In one key study, patients lost In a weekly podcast by Barron’s, columnist Jack Hough looks I’ll stick with medical doctors and
an average of 17% of their body weight. at the companies, people, and trends you should be watching. FDA-approved drugs. But first, let me
Eli Lilly has a more effective drug, This is Wall Street like you’ve never heard before. Subscribe take a break from Wicked Tuna and give
sort of. Mounjaro is approved for diabe- to Barron’s Streetwise on Spotify, Apple Podcasts, the treadmill another shot. B
tes, and there’s a version with the same or your favorite listening app.
active ingredient, tirzepatide, that’s email: [email protected]
R E VIEW 34,407.60
Dow Industrials: + 680.17
517.06
Dow Global Index: + 10.08
3.82%
10-Year Treasury Note: + 0.08
A Bullish First Half HE SAID

Stocks fell to start the week, but ad-
vanced as Case-Shiller home prices fell “It’s been coming on for
0.2% in April, new-home sales and 11 months. Well, guess
durable orders rose, and consumer
confidence hit a 17-month high. A Wall what? I don’t think it’s
Street Journal report that the U.S. was
pondering export curbs on artificial-in-
going to come.”
telligence chips to China dampened the President Joe Biden on the prospects for a
recession
rally, but stocks rose on lower inflation
and weak consumer spending. On the
week, the Dow industrials rose 2% to
34,407.60; the S&P 500 was up 2.4%
to 4450.38; and the Nasdaq Composite
ticked up 2.2% to 13,787.92, its best first
half, at 31.73%, since 1983.
Central Banker Consensus

A SHORTFALL IN HOURS Top central bankers met in Sintra,
Portugal, mostly calling for higher
Home Work: THE NUMBERS

interest rates to quell persistent infla-
tion, despite the risk of financial insta-
The Numbers 650 K

bility. Fed Chairman Jerome Powell
summed it up: “Although policy is
restrictive, it’s not restrictive enough.”
Number of Americans over 80 Internet for All

still working, some 18% more The White House launched its $42
Americans are apparently getting lazier—at least ac- than a decade earlier. billion effort to provide high-speed
$66 M
cording to the Bureau of Labor Statistics. In its Ameri- internet to all Americans—part of a
can Time Use Survey, released this past week, the BLS larger effort to sell President Biden’s
found that Americans working full time from economic agenda. Meanwhile, the big banks passed Federal Reserve stress
home—33% in 2022, up from 25% in 2019—put in 2.5 Supreme Court overturned affirmative tests, allowing them to increase buybacks
hours fewer a day than their colleagues at the office. “It’s Average value for a private-eq- action in higher education and tossed and dividends…Micron Technology
no wonder labor force productivity has been negative for uity deal this year, the smallest out Biden’s student-loan relief plan. unexpectedly beat on earnings...On Fri-
the past five straight quarters amid office occupancy since the financial crisis. day, Apple hit $3 trillion in market cap.
Mutiny and Fallout
$3.6 B
that remains at sub-50% in the largest U.S. cities,”
writes DataTrek Research co-founder Nicholas Colas. After sending his Wagner Group forces Annals of Deal Making
Overall, the U.S. civilian population worked an aver- north toward Moscow, Yevgeny Prigo- IBM announced it was buying software
age of 3.23 hours a day in 2022, down from 3.26 hours a zhin agreed to a deal with Russian company Apptio from Vista Equity Part-
day in 2019. (That seemingly low number is for the total The U.S. box-office haul for President Putin brokered by Belarus ners for $4.6 billon in cash. Vista took
population, including nonworkers like babies.) Labor movies released so far this President Alexander Lukashenko: Go Apptio private in 2018 for $1.9 billion…Lo-
productivity is the engine for gains in economic output. year, 31% below the compara- into exile in Belarus, disband Wagner, gistics real estate giant Prologis bought a
Living standards are driven by more output per worker. ble period in 2019. and be cleared of treason charges. The portfolio of industrial assets from Black-
Illustrations by Elias Stein; Chris Kleponis/Bloomberg

18%
The BLS findings will undoubtedly provide compa- deal left many questions unanswered: stone for $3.1 billion…UnitedHealth’s
nies an argument for bringing workers back to the of- What would happen to Prigozhin, his Optum unit agreed to buy home health-
fice. Tesla CEO Elon Musk recently called coming to paramilitary force, and Putin’s regime? care provider Amedisys for $3.29 bil-
work a “moral issue.” Musk’s point is that assembly-line Prigozhin flew to Belarus as Putin be- lion…Lordstown Motors filed for Chap-
workers can’t work from home, and so engineers, de- Rise in uranium prices on ex- gan targeting his allies, including deter 11 and sued Foxconn Technology
signers, and support staff shouldn’t be able to unless pectations of a ban on Russian taining Gen. Sergei Surovikin. Group, which had agreed in November to
there’s a very good reason. supply and countries extending buy the electric-truck maker’s former
Given these numbers, returning to work would pro- the lives of nuclear plants. The Corporate Front General Motors plant in Lordstown,
vide considerable economic stimulus. If workers fill up Robinhood Markets said it was lay- Ohio, and make its Endurance truck for
offices at a 2019 rate and work 8.2 hours a day instead of To get Numbers by Barron’s ing off 7% of its workforce—about 150 $170 million…Microsoft and Activision
the at-home 5.7 hours, the economy would add roughly daily, sign up wherever people—while KPMG trimmed 5% of Blizzard tried to save their merger in
800 million weeks of work, an 8% bump. Of course, you listen to podcasts or at its U.S. employees, Goldman Sachs federal court, where the Federal Trade
maybe they should do so anyway to protect their jobs Barrons.com/podcasts 125 managing directors, and Ford Commission is seeking an injunction to
from hardworking AI chatbots. — Al Root Motor 1,000 salaried workers…All 23 stop the deal from closing. B
P R EV IEW Thursday ADP releases its National Employment Report for Sign up for the Review &
June. Economists see a gain of 250,000 private-sec- Preview daily newsletter at
tor jobs, following a 278,000 increase in May. The leisure and hospitality sector Barrons.com/reviewpreview
continues to lead gains while manufacturing and finance shed workers in May.
Monday 7/3 Turnover Survey. The consensus call

is for 9.9 million job openings on the
The Nasdaq and New York Stock last business day of May, slightly less
Exchange have shortened regular than in April. Despite falling by nearly
trading hours, ending at 1 p.m. two million from the peak of 12 mil-
lion in March 2022, job openings re-
The Census Bureau reports construc- main historically elevated. There are
tion spending data for May. Consensus currently 1.65 job openings for every
estimate is for spending to rise 0.4% unemployed person, and Federal Re-
month over month to a seasonally ad- serve Chairman Jerome Powell has
justed annual rate of $1.92 trillion. stressed that he would like to see that
ratio approaching 1:1.
The Institute for Supply Manage-
ment releases its Manufacturing Pur- The ISM releases its Services PMI
chasing Managers’ Index for June. for June. Expectations are for a 50.8
Economists forecast a 47 reading, reading, a tick higher than the May
roughly even with the May data. The figure. The index has had only one
index has had seven straight readings reading below the expansionary level
LOOKING PAST RECESSION below 50, indicating the U.S. is in a of 50 in the past three years.
manufacturing recession. But contin-
Living With an
Reading the Curve ued strength in the services sector has
An inverted yield curve has preceded lifted the overall economy up. Friday 7/7
most recessions since the 1950s. But
not all inverted yield curves lead to The BLS releases the jobs report for
Inverted Curve recessions.
Two-Year Versus 10-Year Yield Spread

Tuesday 7/4
Equity and fixed-income markets
are closed in observance of Indepen-
June. The consensus estimate is for
the economy to add 212,500 nonfarm
payrolls, after a 339,000 increase in
May. The unemployment rate is seen
200 basis points
The yield curve is signaling a recession is coming, even as dence Day. remaining unchanged at a histori-
150
investors mostly shrug. For nearly a year, the chart plotting cally low 3.7%. Average hourly earn-
100
interest rates on U.S. Treasuries of different maturities has The Reserve Bank of Australia an- ings are expected to rise 0.3% month
50
been downward sloping, meaning yields on longer-term nounces its monetary-policy decision. over month, matching the May data.
debt are lower than on shorter-term securities: an “inverted” 0 Traders are pricing in a 25% chance Jobs growth has surprised to the up-
yield curve. Longer-term rates are normally higher because -50 that the RBA raises its key short-term side nearly every month in the past
the chance of inflation and rate uncertainty rises with time; -100 interest rate by a quarter of a percent- year, sometimes by more than double
bond investors tend to seek higher yields to lend for longer. -150 age point, to 4.35%. The central bank estimates, as in January.
An inverted yield curve can signal that investors expect 2020 '23 has raised rates 10 times since April
higher rates or economic risk in the near term. An inverted Note: One basis point is 1/100th of a percentage point. 2022 for a total increase of four per-
Source: Bloomberg
curve has preceded every U.S. recession since the 1950s. centage points. With regional neigh-
The yield on the two-year Treasury note is more than a bor New Zealand having entered a
Coming Earnings
percentage point higher than on the 10-year note, the largest The Recession Call recession, Australia’s chances of
Consensus Estimate Year ago
gap since Silicon Valley Bank failed in March. An inversion The past three years have shown dodging its second recession since
TH
Levi Strauss & Co. (Q2) $0.03 $0.29
this big hasn’t happened since the high inflation, rising rates, just how hard it is to predict, or even 1991 are 50/50, according to Common-
and recessions of the 1970s and ’80s. Dow Jones Market Data define, recessions. wealth Bank of Australia, the nation’s
F
AZZ (Q1) 1.16 1.40
says inversions of two-year and 10-year yields have preceded Annualized GDP Growth largest lender.
recessions by as little as seven months or as much as two Consensus Estimate
years, so a slump could be coming soon. A New York Fed
recession model, using the three-month/10-year spread, spits
1Q 2020
2Q 2020
3Q 2020
Wednesday 7/5 Day
M May Construction Spending
Consensus Est
0.40%
Last Period
1.2%
out a 71% likelihood of a recession in the next 12 months. W May Factory Orders -0.50% 0.40%
4Q 2020
But an inverted yield curve doesn’t say anything about 1Q 2021 The Federal Open Market Commit- TH May Trade Balance -$69.5 bil -$74.6 bil
May JOLTS Job Openings 9,900,000 10,103,000
the severity of a coming recession. The stock market’s resil- 2Q 2021 tee releases the minutes of its mid- F June Nonfarm Payrolls 212,500 339,000
ience could be due to expectations of a shallow recession. 3Q 2021 June monetary-policy meeting. June Unemployment Rate 3.7% 3.7%
4Q 2021
The worst of the banking mini-crisis appears past, and there 1Q 2022 Unless otherwise indicated, times are Eastern. a-Advanced;
aren’t signs of an asset bubble or a credit crunch. Investors
seem to believe inflation will continue to fall and labor mar-
2Q 2022
3Q 2022
4Q 2022
Thursday 7/6 f-Final; p-Preliminary; r-Revised Source: FactSet
For more information about coming economic reports
kets will be resilient. “In our view, equity market investors - and what they mean - go to Barron’s free Economic
1Q 2023 Calendar at www.barrons.com
are largely ‘looking through’ this classic recession signal,” -50% 0 50 The Bureau of Labor Statistics re-
writes Wolfe Research’s Chris Senyek. — Nicholas Jasinski Source: Bureau of Economic Analysis leases the Job Openings and Labor
Energy Pipelines
10 Income Plays for
But as attractive as cash remains, the
odds are that a year from now, T-bill
Alerian MLP / AMLP
rates could be closer to 4%. This ar-
gues for some, but not total, exposure
to cash.
8.0% 6.3%
2023’s Second Half All this suggests that investors
shouldn’t give up on a traditional
60/40 mix of stocks and bonds. The
poor 2022 returns for such an alloca-
tion don’t mean a lot now. It’s future
Yield YTD Return
Sources: Bloomberg; company reports
Pipelines were once a tough sell but

obsolescence fears have subsided as
returns that matter, and based on investors recognize the ongoing need
The 60/40 portfolio isn’t dead. From utilities to junk bonds and energy current prices, a 60/40 portfolio for U.S. oil and gas. And with pipeline
pipelines, we offer ways investors can get high yields and appreciation. could generate mid- to high-single- networks almost entirely built out, the
digit returns going forward, particu- companies won’t have to spend much
larly with dividend-paying stocks beyond upkeep, resulting in ample
looking attractive and bond yields free cash flow to support payouts.
near their best levels in 15 years. To- And what payouts they are. Yields
gether, they could beat a lot of fancy, are now in the 5% to 9% range for in-
fee-heavy strategies used by endow- dustry leaders like Williams Cos.
ments and pension funds that have (WMB), Kinder Morgan (KMI)—both
large exposure to “alternative” assets corporations—and Enterprise Prod-
like private equity. ucts Partners (EPD) and Energy
There is no shortage of income in Transfer (ET), which are partner-
the stock and bond markets, and that’s ships. The $6.4 billion Alerian MLP
a nice change from a few years ago. ETF (AMLP), meanwhile, yields 8%.
Here are 10 sources of investment High free cash flow is also leading
income ordered from top to bottom in to more buybacks—formerly a rarity
our estimate of their appeal. among pipelines—and the companies
could capitalize on the energy transi-
tion by using their pipes to carry hy-
Dividend Stocks drogen or carbon dioxide, says Rob
Thummel, portfolio manager of Tor-
Vanguard High Dividend Yield / VYM
toise Energy Infrastructure (TYG),
a closed-end fund yielding 10%.
3.4% -2.0%
Yield YTD Return Utilities
Utilties Select Sector SPDR / XLU
A simple strategy of owning high-divi-
dend stocks has paid off over time, and
it looks like a winning move now be-
cause it gives investors exposure to so
many attractive out-of-favor sectors.
3.3% -6.8%
Yield YTD Return
BY ANDREW BARY risk stocks like AT&T (T), Verizon The Vanguard High Dividend Yield Sources: Bloomberg; company reports
I
Communications (VZ), and Altria exchange-traded fund (VYM), yielding This historically rate-sensitive sector
f you think you missed the Group (MO), the maker of Marlboro 3.4%, and the Schwab U.S. Dividend has lagged this year despite strength
stock market rally this year, cigarettes. The rest of this year could Equity ETF (SCHD), at 3.7%, are two in the bond market as investors shun
think again. If income is your belong to these sectors and stocks. of the largest, with Exxon and John- traditionally defensive stocks. The
thing, the run may only be get- Dividend-paying stocks aren’t the son & Johnson (JNJ) the top two hold- Utilities Select Sector SPDR ETF
ting started. only place to find income. Junk bonds ings for the Vanguard fund, and (XLU) is down about 6% this year,
Though the S&P 500 index yield 8%; preferred stocks, 6%; mort- Broadcom (AVGO) and PepsiCo while big utilities like Duke Energy
has gained 15% this year, the gage securities, 5%; and municipal (PEP) leading the Schwab fund. (DUK) and NextEra Energy (NEE)
rise has been driven higher by a nar- bonds, 2% to 4%. Most sectors of the Investors can find even higher yields have dropped 10% or more.
row group of megacap tech stocks bond market have returned 3% to 4% overseas, where the average dividend Investors should take advantage of
like Apple (ticker: AAPL), Micro- this year—a respectable bounceback yield is 2.6%, a percentage point higher the selloff. The outlook for utility
soft (MSFT), and Nvidia (NVDA). after a tough 2022, when there were than the S&P 500’s payout. The earnings is probably the best it’s been
Many industry groups that pay nice double-digit losses. Schwab International Dividend Eq- in decades as the build-out of wind
dividends are in the red, healthcare, Cash is also tempting, with risk- uity ETF (SCHY) yields 3.7%, with top and solar power combined with the
electric utilities, banks, and con- free U.S. Treasury bills yielding over holdings Italian utility Enel (ENLAY) construction of new transmission
Illustration by Rose Wong

sumer staples among them. As a re- 5%, comfortably above the inflation and Nintendo (NTDOY). International lines should power steady profit gains.
sult, investors can now get 3% and rate of 3% based on the past six markets have kept pace with the S&P “We expect utilities on average can
4% yields on a range of blue chips months of consumer prices. That 500 this year but have lagged badly deliver annual earnings and dividend
like Exxon Mobil (XOM), Pfizer changes the investment calculus, behind in the past five and 10 years, growth in the 5% to 9% range,” says
(PFE), Bank of America (BAC), and with rates acting like gravity on re- potentially setting up for strong perfor- John Bartlett, portfolio co-manager of
Coca-Cola (KO), and 7% on higher- turns, as Warren Buffett likes to say. mance this decade. the Reaves Utility Income closed-
Today’s
uncertainty
demands an
income expert.
As a global leader in active fixed income,
PIMCO builds strategies designed to
help maximize your income in changing
market environments.
Discover how PIMCO fixed income

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PIMCO Investments LLC, distributor. ©2023

CMR2023-0612-2949343
end fund (UTG). Bartlett favors Michi- S&P 500. They look particularly good
gan utilities CMS Energy (CMS) and relative to private real estate funds,
DTE Energy (DTE), which both yield which haven’t adjusted nearly as much
about 3.5%, because of the utility- as public markets. “Investors don’t
friendly regulation of the state. have to worry about lower private-mar-
IBKR pays up to USD 4.58% ket values because it’s already priced
into public markets,” he says.
Mortgage-Backed Securities Lachance is partial to mall-industry
on instantly available cash in DoubleLine Total Return Bond / DLTNX
leader Simon Property Group (SPG),
which yields nearly 7%, due to its
5.1% 2.9%
savvy management team. He also likes
your brokerage account Invitation Homes (INVH) and AMH
(AMH), which trade at a 15% discount
Yield YTD Return to what he views as the value of their
Sources: Bloomberg; company reports portfolios of single-family homes.
This $8 trillion sector deserves more
attention from investors because of its
combination of historically attractive Junk Bonds
yields and high credit quality.
iShares iBoxx $ High Yield Corporate Bond / HYG
Yields are now in the 4.5% to 5.5%
8.0% 4.3%
range, with benchmark mortgage is-
Broker Interest Rate sues from Fannie Mae and Freddie
Mac offering a yield that is 1.75 per-
centage points above the 10-year Trea- Yield YTD Return
E-Trade 0.01% sury note—about double the average Sources: Bloomberg; company reports
spread over the past 20 years. The With recession concerns fading, junk
U.S. government controls Fannie and bonds have generated decent returns
Freddie and likely will stand behind this year with the iShares iBoxx $
Interactive Brokers 4.58% 1
the companies in the unlikely event of High Yield Corporate Bond ETF
a housing collapse. (HYG) returning more than 4%. The
“Mortgages are the cheapest part of second half looks just as promising.
Schwab 0.45% the fixed-income market on a risk-ad-
justed basis,” DoubleLine Capital CEO
The yield on the key BofA index is an
ample 8.75%, while the yield premium
Jeffrey Gundlach said on a recent in- to U.S. Treasuries stands at 4.6 per-
vestor call. His DoubleLine Total centage points, in line with the his-
TD Ameritrade 0.35% Return fund (DLTNX) is broadly fo- toric average. Junk bonds are also
cused on the mortgage sector. Also safer than they have been historically:
worth a look: the actively managed More than half the market is rated
Janus Henderson Mortgage-Backed double-B, the highest junk rating cate-
Securities ETF (JMBS), which has gory, and just 10% is in speculative
outpaced the passive iShares MBS CCC bonds.
(MBB) by about one percentage point a “You’ve got a good shot at both
Move your account to IBKR now! year in the past three years. price appreciation and income,” says
Kevin Loome, manager of the T. Rowe
Price U.S. High Yield fund
Real Estate Investment Trusts (TUHYX), of the second half.
Loome likes the bonds of Carnival
Vanguard Real Estate / VNQ
(CCL), the heavily indebted cruise-line
4.5% 1.7%
leader that is seeing a surge in cus-
tomers. Carnival’s six-year debt yields
about 9% and offers a lower-risk al-
Yield YTD Return ternative to the common stock.
There are plenty of concerns about

commercial real estate, but the sector Preferred Stocks
is up slightly this year after a terrible
ibkr.com/earninterest 2022, when the Vanguard Real Es-
iShares Preferred & Income Securities / PFF
6.5% 3.4%
tate ETF (VNQ) was down 26%. Out-
side of offices, most sectors, including
apartments, warehouses, and data
Member NYSE, FINRA, SIPC. Supporting documentation for any claims and statistical information will be provided upon request. centers, are in good shape. Yield YTD Return
Competitor rates and offers subject to change without notice. Services vary by firm. [1] Rate shown applies to IBKR Pro clients only. As Barron’s cover story argues, there Sources: Bloomberg; company reports
Positive settled cash balances held in the securities segment of accounts with NAV>100k earn the stated interest rate 5/5/2023 and
those with NAV<100k earn a proportional rate. Cash held in the commodities segment of an account does not earn interest. For is value in REITs, with Green Street The failures of Silicon Valley Bank
more information, see ibkr.com/interestpaid
05-IB23-1623-HP
Advisors analyst Cedrik Lachance say- and First Republic Bank this year
ing they are “a little cheap” versus the highlighted the risk in the bank-domi-
FOLLOW-UP
nated preferred market. Both banks Convertibles Although Activision stock has rallied in recent
were preferred issuers and holders weeks, there is clearly a concern that the
SPDR Bloomberg Convertible Securities / CWB
face a near-total loss on their invest- Microsoft takeover deal won’t go through.
2.4% 8.8%
ments. That’s the downside of pre-
ferreds, a senior form of equity, but
equity nonetheless. When a bank
fails, preferred holders generally fare Yield YTD Return
Game Over
no better than common shareholders. Sources: Bloomberg; company reports We reupped our pick in November, after
Still, they have a lot to offer, partic- The hybrid securities have had a good shares fell to $74.10, on the assumption that
ularly the preferred from big banks, 2023, with the SPDR Bloomberg Activision’s business selling videogames
For Activision?
with their financial strength and regu- Convertible Securities ETF (CWB) was worth at least that much. Shares are up
latory support. JPMorgan Chase up over 8%. Converts usually carry low 8.3% from the July pick and 13.8% from the
(JPM) preferreds yield 5.5%; Bank of yields—the Bloomberg fund yields just November follow-up.
America’s (BAC) yield close to 6%; 2.5%—but offer an equity kicker be- It might be time to sell. We still believe
and Wells Fargo’s (WFC) yield cause they can be swapped for com- the deal could clear the remaining hurdles,
6.25%. These payouts are about two mon shares if the stocks appreciate. but it won’t be simple. Regulatory scrutiny
percentage points more than the rate This year’s appreciation in the $235 Activision’s Microsoft saga is almost has been elevated, with FTC Chair Lina
on the 30-year Treasury. billion market reflects a high weighting over. It may be time to sell the stock. Khan and regulators in the United King-
Preferreds aren’t just for banks. in tech stocks as well as a rally in such dom setting their sights on big mergers. A
More speculative preferreds from New sectors as cruise lines, with Carnival positive ruling in the U.S. is no guarantee,
York office REITs Vornado Realty and Royal Caribbean Group (RCL) BY CONNOR SMITH and the U.K.’s Competition and Markets
Trust (VNO) and SL Green Realty sizable issuers. Michael Youngworth, a Authority’s decision to block the deal, cur-
(SLG), both yield about 9%. The $13 convertibles analyst at BofA Securities, rently being appealed, further complicates
T
billion iShares Preferred & Income sees a more muted second half due to he fate of Microsoft’s $69 billion things. The deal would need to be renegoti-
Securities (PFF) now yields 6.5%. elevated tech valuations. Issuance has purchase of Activision Blizzard ated or extended by the July 18 deadline.
picked up to $26 billion so far this year, will finally be known in the coming Yes, a stand-alone Activision Blizzard
three times the 2022 pace, he says. weeks—and investors may want to would be worth owning over the long term.
Municipals Looking for higher yields? Riskier consider taking profits on the videogame The stock was recently trading at 19.5
“busted” convertibles from the likes of maker’s stock before then. times next year’s estimated earnings, com-
Vanguard Intermediate-Term Tax-Exempt / VWITX
Coinbase Global (COIN) and Mi- On Thursday, lawyers for the U.S. Fed- pared with a five-year average of 20.7
3.3% 2.4%
croStrategy (MSTR) act like regular eral Trade Commission and Microsoft times, according to FactSet. That’s based
bonds and yield over 10%. (ticker: MSFT) wrapped up their argu- on analyst estimates that would improve if
ments in a case that will likely determine Activision continues to string together
Yield YTD Return whether the software giant can pull off strong releases, following the success of
Sources: Bloomberg; company reports Treasuries history’s largest tech deal and add games Call of Duty: Modern Warfare II and Diablo
The combination of tax-free income like Call of Duty to its silo. It’s now up to IV. And a $3 billion breakup fee from Mi-
iShares 20+ Year Treasury Bond / TLT
and relative safety has made munis U.S. District Judge Jacqueline Scott Corley crosoft would provide some dry powder to
3.8% 5.4%
the most popular bond investment to weigh in on the commission’s request to drive more upside.
for retail buyers. Yet the sector looks block Microsoft from acquiring Activision But if the deal falls apart, Activision
less appealing than it did a year ago. (ATVI) before an FTC administrative law shares would likely tumble, as funds bet-
AAA-rated 10-year munis, for Yield YTD Return judge holds hearings in August. ting specifically on the merger opt to dump
instance, yield 2.5%, or two-thirds of Sources: Bloomberg; company reports If Corley rules in favor of Microsoft, it the stock. If you’re pessimistic about the
the equivalent Treasury yield, down Treasuries have a lot to offer, whether would effectively clear the path for the merger, there will likely be a better oppor-
from 100% a year ago. That’s low by investors want to stay short or go long. deal to close in the U.S. The FTC would tunity to buy shares in the weeks and
historical standards, and offers little While short-term T-bills offer yields likely withdraw its antitrust complaint, as months ahead. B
benefit to muni holders after adjust- of 5%, they’re unlikely to drop below it did when a judge declined to grant the
ing for taxes. 3%, and returns could exceed the infla- regulator an injunction blocking Meta
Long-term munis look better. tion rate. The 10-year note locks the Platforms’ (META) acquisition of vir- Activision Blizzard
Their yields roughly equal equivalent rate in but loses value if yields rise. tual-reality firm Within Unlimited. If the (ATVI / Nasdaq)
Treasuries, meaning a big after-tax ETFs offer a good alternative be- injunction is granted, Microsoft and Ac-
yield advantage. Los Angeles airport cause they offer easy liquidity and can tivision will likely walk away from the $90.0
bonds with double-A ratings yield be bought and sold like stocks. SPDR deal when it expires on July 18. 87.5
about 4%, as do other high-quality Bloomberg 1-3 Month T-Bill (BIL) Activision stock recently closed at
long-term munis from essential-ser- yields about 5%, while iShares 1-3 $84.30, which represents a $10.70 dis- 85.0
vice entities. Year Treasury Bond (SHY) yields count to the $95-a-share cash takeout 82.5
The largest municipal-bond fund, more than 4.5%. The longer-term price. Though the stock has rallied in re-
Vanguard Intermediate-Term Tax- iShares 20+ Year Treasury Bond cent weeks as investors re-evaluate the 80.0
Exempt (VWITX), yields 3.3%, with a (TLT) yields about 4%. risks and rewards of owning it ahead of a 77.5
portfolio weighted to AA-rated bonds. Treasury inflation-protected securi- major regulatory decision, there is clearly
Closed-end muni funds have been ties, or TIPS, offer inflation-adjusted concern that the deal won’t go through. 75.0
forced to cut their dividends due to yields in the range of 1.5% to 2%, high Barron’s first recommended Activision 72.5
higher rates, but trade at a large dis- relative to the 15-year average. The stock a year ago, when it was trading at
count to net asset value. The largest, iShares TIPS Bond (TIP) ETF and $77.86. At the time, we argued that con- 70.0
Nuveen AMT-Free Quality Munici- the shorter-maturity iShares 0-5 Year cerns about competition were overblown July 2022 '23
pal Income (NEA), yields 4%. TIPS Bond (STIP) are solid choices. B and that the merger would likely close. Source: FactSet
A New Way to
Watch TV Is
Shaking Up
The Industry
“FAST” channels are catching on
among viewers looking for an old-
school TV-viewing experience.
Media executives are taking note.
BY ERIC J. SAVITZ
F
orget about Succession’s Lo-
gan Roy. The new power-
house in the TV business is
Bob Ross.
Yes, Bob Ross, the host of
The Joy of Painting, which
ran for more than 400
calming, low-budget episodes on PBS
before finishing its run in 1994. All of cracking down on password sharing. A New TV naturally, Bob Ross en Espanol. You Succession aired. (Fox shares common
the shows are comfortingly familiar. Through it all, customers continue to Dictionary may not be watching FAST channels ownership with Barron’s parent News
There’s Ross, with his trademark cut the cord on their cable and satel- Not every streaming just yet, but plenty of your neighbors Corp.)
perm, in a crisp white shirt, standing lite subscriptions. This year, the pro- service is the same. are. The Roku Channel, launched by
by an easel, holding a palette. And portion of U.S. households with tradi- While the prospect of navigating Roku (ROKU) in 2017, had 1.1% of all
he’s talking right at the camera in tional pay TV will drop below 50%. AVOD thousands of channels across dozens viewing hours for in May, about even
soothing tones, while painting land- As carriage fees drop for broadcast Advertising-supported of platforms sounds nightmarish, with Comcast’s Peacock streaming
scapes dotted with “happy little and cable channels, pay-TV providers video on demand. Macien Jenckes, who runs Comcast’s service.
trees.” It’s Zen TV. are scrambling for ways to salvage Think streaming (CMCSA) FAST business, known as Pluto TV, acquired for $340 mil-
service with ads.
Ross died in 1995, but the magic of their businesses. Xumo, isn’t worried. “Good, old-fash- lion in 2019 by Paramount Global
a growing streaming TV phenomena Enter FAST, short for “free adver- FAST
ioned channel surfing is remarkably (PARA), then called Viacom, had
called FAST channels has brought tising-supported television.” These Free, ad-supported
powerful,” he says. User interfaces 0.9% of all viewing hours in May,
Ross back to TV at no cost—24 hours are linear channels, like broadcast television. Linear chan- “without a grid guide don’t work. aided by its access to the company’s
a day, seven days a week. There are 23 TV. FAST viewers surf through cable- nels, like old-school People like to see what’s available. It’s library of Paramount, Showtime, and
streaming services that offer versions style electronic programming guides. TV, but far greater the power of linear viewership. We CBS content. Combined, the big three
number. And no sub-
of the Bob Ross channel via smart- There were 3,720 FAST channels as scription required.
once thought everything would be FAST services had 3.3% of all U.S.
phones, TVs, or laptops, together gen- of October 2022, according to Vari- viewed on demand. But we found that viewing hours in May, ahead of every
erating 15 million viewers a month, ety’s research arm, up by almost SVOD sometimes people just want to lean subscription service other than You-
according to American Public Televi- 1,000 channels from a year earlier. Subscription video on back and be captured by something.” Tube, Netflix, and Hulu.
sion, which handles syndication of the They’re now collectively raking in demand; i.e., Netflix, Nearly every major media com- Pluto co-founder Tom Ryan, now
show. That’s more than quadruple the billions of dollars a year. Apple TV+, and Max. pany is investing in FAST, and while heading all of Paramount’s streaming
audience for the finale of Succession, You can watch single-title shows it isn’t yet moving the needle for their businesses, says that when Pluto
TVOD
the most-watched episode in the se- like The Love Boat or I Love Lucy, or Transactional video on
stocks, the segment is quickly becom- launched in on April Fools’ Day in
Illustration by Anthony Gerace
ries about a struggling media empire. personality-driven channels, with demand; i.e., pay per ing material. 2014, almost no one thought they’d
That’s a massive audience, espe- Ross and Julia Child. There are view. FAST leader Tubi, which was ac- make it.
cially amid a reeling business for TV. themed channels focused on West- quired by Fox (FOXA) for $440 mil- “People thought we were going
Writers are currently on strike. The erns, mysteries, and romance. There vMVPD lion in 2020, represented 1.3% of against the conventional wisdom with
market for subscription streaming are live news channels, sports chan- Virtual Multichannel overall U.S. TV viewing hours in May, linear, ad-supported TV,” he says.
Video Programming
services is saturated, forcing Netflix nels (think chess, bass fishing, pickle- Distributor. Cable
according to Nielsen. That’s bigger “Everyone thought advertising was
(ticker: NFLX) to offer an advertising- ball, and cornhole), kids channels, replacements like than the 1.2% share for Max, the new doomed in the streaming world. It
supported subscription tier while and Spanish channels, including, YouTube TV and Sling. name for the old HBO Max, where was hard to raise money, or to get
partners, or to convince people of our TV in the Fast Lane and 2025,” TVRev said in a recent
vision.” He says the company raised Free ad-supported TV, or FAST, is like old-school television for the 21st century. Think broadcast report. “That’s when streaming view-
an initial round of funding in 2014, channels delivered via the internet. ership will start to surpass combined
started to get traction in 2016, then broadcast and cable viewership and
sold to Viacom in 2019. Company Ownership Comment the shift will start to seem inevita-
“A flywheel emerged,” Ryan says. Pluto TV Paramount Global (PARA). 2021 revenue was over $1B, but company no longer breaks out ble.”
“Get better content, with well-curated Acquired for $340 million in 2019. the totals. Says 30%-40% of content Paramount-owned. So far, about 80% of FAST view-
channels, attract advertising dollars, Tubi Fox Corp. (FOXA). Acquired for More focused on AVOD—ad-supported video on demand. ing is in the U.S., says KA Srinivasan,
then reinvest into better content.” $440 million, March 2020. Access to Fox content. chief revenue officer at Amagi, a ven-
For the most part, FAST’s growth The Roku Channel Roku (ROKU) Launched in September 2017. Early AVOD focus now includes large ture-backed Bangalore company that
is still happening under the radar. number of FAST channels. Few owned titles, but wide distribution. helps content owners build and
One former executive at a leading Xumo Comcast (CMCSA). Acquired Comcast phasing out free version of Peacock. Some Xumo channels maintain their channels. But FAST is
streaming platform says that the con- February 2020, reportedly for are on its new $20 Now TV streaming service. emerging in more markets—FAST
tent business is generally run by Suc- “more than $100 milion.” viewing in India is up five times since
cession watchers, not Bob Ross fans. Freevee Amazon.com (AMZN) Companion to Prime Video. Scored a recent original hit in faux court the end of 2022, he says.
Their focus has been on subscription show Jury Duty. Launched in 2019 as Freedive, rebranded as AppLovin (APP), a company
IMDb TV, and renamed again.
services, but that’s now changing. which helps app developers market
In 2020, Comcast paid a reported Samsung TV Plus Samsung Electronics Only available on Samsung TVs and smartphones. New revenue and distribute their wares, spent
(005930.Korea) source for thin-margin TV business. Samsung is the No. 1 TV seller in
$100 million-plus for Xumo, which the U.S. market.
$430 million last year to buy Wurl, a
has a FAST channel platform called company that helps content owners
LG Channels LG Electronics (066570.Korea) Only on LG TVs. Programmed by Xumo.
Xumo Play. Amazon (AMZN), Sling create FAST channels.
TV, and Redbox parent Chicken Vizio WatchFree+ Vizio Holding (VZIO) Only on Vizio TVs. More than 260 channels. Wurl CEO Ron Gutman sees a
Soup for The Soul Entertainment Plex Privately held. Has raised $81M Originally built home media servers, accessible through Roku and growing opportunity for ad sellers
(CSSE) have FAST platforms, as well. in venture funds. other plaltforms. More than 300 channels. and buyers. He contends that FAST
The major TV manufacturers have Sling Freestream DISH Network (DISH) Launched February 2023. Has more than 400 FAST channels. channels are generating, on average,
their own FAST channel collections, Vix TelevisaUnivision Only U.S. FAST service focused on Spanish language programing. about 25 cents per hour of individual
including Samsung Electronics Premium version includes additional content, including some viewer time. For people who watch
(005930.Korea), Vizio Holding futbol matches. an hour of FAST a day, that would be
(VZIO), and LG Electronics Redbox Chicken Soup for the Soul (CSSE). Offers FAST channels, would really prefer customers watch VOD $7.50 a month, more than the $6.99 a
(066570.Korea). Their customers can Acquired in 2022 as part of Redbox content—or better yet, paid video on demand. month that Apple (AAPL) charges
get free and unlimited content just by DVD kiosk business. for its Apple TV+ streaming plat-
plugging in their new television and Local Now Allen Media Group, which also owns Particular focus on local news and weather. form.
connecting to Wi-Fi. That ease of use the Weather Channel and dozens of The emergence of FAST channels is
TV stations
and quick onboarding could earn the driving big changes in how some con-
TV makers considerable viewing Sports.TV Allen Media Group The only sports-focused FAST platform, though mostly less popular tent companies operate, even ones
sports: fishing, poker, cornhole.
market share in the years to come. that have already had digital success.
Salek Brodsky, senior vice presi- Stirr Sinclair (SBGI) Includes some content from Sinclair-affiliated cable channels, JP Evangelista, a senior vice president
including Stadium, a sports channel, plus news from Sinclair-
dent for Samsung TV Plus, says the owned local TV channels.
at the music-video company Vevo,
platform has more than 250 channels says his business was long driven by
in the U.S., with over 1,900 channels viewers on YouTube and conventional
across 24 countries. Last year, he cable. In 2018, Vevo’s ad revenue from
says, Samsung’s FAST platform split ad revenue with the platforms, of its content from other parts of Par- FAST channels and connected TVs
streamed three billion hours—up generally 50/50. Financial data are amount, including shows from CBS was just 4% of its total revenue; now,
100% from 2021—with similar scant, but there are tantalizing hints and Showtime. Tubi, which has ex- he says, it’s close to 50%, accounting
growth expected this year. of early success. Paramount reported clusive access to some Fox content, is for a third of its U.S. viewing, spread
The content model has the poten- that 2021 revenue for Pluto was over emphasizing advertising-supported over 15 FAST channels on multiple
tial to significantly boost profits for $1 billion. Tubi reports that ad reve- video on demand, or AVOD, over platforms.
the traditionally low-margin TV nue jumped 31% in the March quarter FAST. But it offers both options, There’s a wild card in the FAST
hardware business. Samsung, Brod- compared with the prior year, al- building on a library of more than market: whether streaming giant Net-
sky says, “strongly believes in the though it doesn’t report a specific to- 50,000 movies and TV shows. flix enters the field. The company still
significant economic prospect that tal. On the content-provider side, In its first decade or so, streaming spends some $17 billion a year on new
FAST presents to creators, advertis- E.W. Scripps (SSP), which owns local was largely viewed as a subscription content. It has a growing store of orig-
ers, and the service operators them- TV stations and basic-cable networks play. But advertisers are being forced inal content that could fill up a dozen
selves.” such as ION and Court TV, expects to to join the party as more viewers FAST channels. Netflix has said very
generate more than $100 million this transition away from traditional TV. little about FAST, but the streamer
T
he FAST audience is growing at year from its growing collection of Research firm TVRev estimates hasn’t ruled it out.
a time when other formats are FAST channels. that FAST, combined with AVOD, In response to a question on the
losing viewers. Overall TV Most of the FAST platforms have could take in $43 billion of total do- company’s December-quarter earn-
viewing fell 4.4% in May from 200 to 400 channels each, with con- mestic TV ad spending in 2027, top- ings call, Netflix Co-CEO Ted Saran-
the prior month, according to Niel- siderable overlap in content—thus the ping the total for broadcast and cable dos said, “We’re open to all these dif-
sen, driven by a 5.5% drop in broad- ubiquity of Bob Ross. The platforms ad markets combined. ferent models that are out there right
casting views and a 5.4% slide in ca- bring varying strengths to the table. “Because nothing in TV happens now….We are keeping an eye on that
ble. Not all will survive, and it is conceiv- quickly, and because agencies are still segment, for sure.”
The business model for FAST is able that the power balance could somewhat skeptical of streaming, the Bob Ross lovers, TV viewers, and
straightforward: Content providers shift. Pluto says it draws 30% to 40% real dollar shift will happen in 2024 investors should do the same. B
which hasn’t corrected as much, the

public market looks cheap, according
to economist Ed Pierzak of the Na-
REAL ESTATE 2023 tional Association of Real Estate In-
vestment Trusts.
Finding Bargains in
At the start of 2023, cap rates for
public REITs were more than 15%
above private real estate, Pierzak says.
REIT total returns also fell nearly
40% behind returns for privately
Commercial Real Estate

owned properties from 2022 to 2023—
the biggest divergence in four de-
cades. Gaps of that magnitude tend to
close within a year, as cap rates and
returns converge, he says, providing a
potential tailwind for REIT stocks.
BY BILL ALPERT Debt also looks manageable for
A steep slide has put a variety of real estate investment publicly traded REITs. It averages
AND NEAL TEMPLIN
trusts on sale, from offices to data centers. How 34% of assets, down from 65% during
to invest for growth and dividend yields around 6%. the 2008-09 financial crisis. About
three-quarters of that debt is unse-
cured bonds or bank loans, leaving
REITs largely free of mortgage obliga-
tions. And almost 90% of REIT debt
is fixed-rate, maturing in an average of
seven years. That gives some breath-
ing room. All told, REIT balance
sheets can weather today’s tight credit
P
environment.
aul McDowell’s busi- 6.5% mortgages with average lending standards, and loan-loss provi- One optimist is Willy Walker, CEO
ness has seen happier monthly payments that have doubled sions—worries that the Fed highlighted of commercial real estate financing
days. He runs Orion to almost $3,000 since early 2022, in a recent report on financial stability. firm Walker & Dunlop (WD). The
Office REIT, a real according to Apollo Group chief “The most striking thing right now company has been hit hard; Wall Street
estate company that economist Torsten Sløk. is the delta between fundamentals on sees its earnings per share at around
owns 81 office proper- Even the office space offers oppor- the ground, which are pretty good, and $4.90 this year, down from a peak of
ties with an 88% occu- tunities. Some Sunbelt and suburban lending conditions, which are pretty $8.15 in 2021. But after a lean 2023, the
pancy rate. But hybrid work has hurt areas are seeing healthy occupancy tight,” says Cedrik Lachance, research Mortgage Bankers Association trade
profits and demand for new offices. and rents. Office REITs, while trou- chief at Green Street Advisors. “Lend- group expects a revival in loan origina-
Since going public in late 2021, Orion’s bled, are now deeply discounted. Hy- ers don’t want to play ball right now.” tions next year. Walker notes that his
stock is down 74%. brid work may be here to stay, but Yet real estate stocks are quite sen- company hasn’t backed off its goal of
“Being in the office sector is not corporations are pushing workers to sitive to economic data, reviving when increasing revenue 50% by 2025.
necessarily the easiest place to be,” return. Recent data show job postings leading indicators turn up. And com- “The market is progressing at a
Orion’s (ticker: ONL) McDowell told a for remote jobs have flattened. pared with privately held real estate, slow pace,” he says. “But we remain
recent investing conference in New The selloff has delivered cheaper
York, looking at his sparse audience. valuations and higher dividend
The great debate in real estate is yields. REITs, which must pay out
whether the vacant office buildings in almost all taxable profits as divi-
many cities will ever refill. Office va- dends, are yielding an average 4.1%,
cancy has reached nearly 25% in cities roughly double that of the S&P 500.
like San Francisco and Chicago. Office After a large correction, REITs also
real estate stocks are down 50% from look cheaper on measures of value
pre-Covid highs, while the REIT sec- such as the capitalization rate, or “cap
tor has lost 9.5% in the past year rate”—which is like an earnings yield
against the S&P 500’s 14.5% gain. on rental properties. Cap rates now
But offices are now just 3.4% of the average nearly 7%, up from 5.5% be-
$1 trillion public market for real estate fore the pandemic, according to real
investment trusts, or REITs. The estate analytics firm Green Street
broader REIT space isn’t as troubled. Advisors.
With valuations laid low, there are The sale prices reflect the fact that
bargains amid the rubble. conditions aren’t yet favorable. A re-
Some sectors are thriving, includ- cession may lie ahead. The Federal
ing warehouse/logistics properties Reserve hasn’t signaled that it’s done Apartment REIT
and data centers. Apartment owners raising rates. And few of the bankers Avalon Bay owns
thousands of units
are enjoying healthy rental demand, who make real estate loans are taking like this one in New
as home buyers stay sidelined by calls, frozen by higher rates, tighter York City.
focused on getting to those numbers.” focus on Sunbelt cities.

One way to invest is with a barbell “All REITs are being painted with
approach: Pair higher yielding stocks the same brush,” complains Ted
in hard-hit areas with those that aren’t Klinck, CEO of Highwoods Properties.
as cheap but have strong growth He notes that Highwoods has been
trends and potential for capital gains. tweaking its portfolio. It plans to buy
Here’s a look at some key REIT sec- buildings in Dallas, a fast-growing
tors and prospects within them. market, and sell in Pittsburgh, where
prospects are less favorable.
Office
Some of the deepest values now are in Residential
office REITs, partly because leading Whereas Sunbelt REITs are preferred
indicators still look weak in many big in the office market, they are tempo-
cities. About 18% of office space was rarily out of favor in the residential
vacant at the end of the first quarter, market. A flood of new apartments
up slightly from December’s vacancy under construction in many Southern
rate, according to leasing firm CBRE. markets could dampen rent growth
In Manhattan, with a 15.5% vacancy for a year or two.
rate, the map is dotted with office tow- Analyst Steve Sakwa of Evercore
ers that have fallen behind on pay- ISI likes AvalonBay Communities
ments or sold at a loss. (AVB) and Equity Residential
Why go bottom fishing? Because (EQR), two REITs with big portfolios
the stocks may now be fully dis- in coastal markets where apartment
counted. Based on a real estate mea- construction has been limited. Both
sure of cash flow called funds-from- companies are also considered good
operations, or FFO, office REITs trade apartment operators and have moder-
at nine times next year’s estimates. ate financial leverage, or debt levels.
That’s just 55% of the S&P 500, using Residential REIT stocks have fared Warehouses like this it has outperformed by an annualized suburban shopping centers. “They are
the analogous measure of earnings better than office shares, so dividend Prologis property eight percentage points over the past going to local stores more than to the
are thriving amid an
before interest, taxes, depreciation, yields remain around 3.5% at names e-commerce boom. five years. destination stores,” he says.
and amortization. like Avalon. That company’s roughly Earnings are dipping this year, re-
“We just have to be patient and 300 properties are 96% occupied. Retail flecting higher interest expense, but
operate our way through it,” says Per-apartment rents and earnings are Retail REITs have been through the should grow about 4% in 2024, ac-
Owen Thomas, CEO of BXP (BXP), on track to rise 5% this year, accord- wringer as online shopping trends cording to consensus estimates.
the largest publicly traded office REIT, ing to Sakwa. accelerated during the pandemic. Kimco’s dividend yield is near 5% and
previously known as Boston Proper- Equity Residential is the apart- Kimco Realty (KIM) operates strip looks covered with a 74% payout ratio
ties. While BXP’s stock has been ham- ment network founded by recently centers, which are less affected by e- of its adjusted FFO.
mered, down 15% this year after a 41% deceased REIT pioneer Sam Zell. It commerce than regional malls. Kimco’s Simon Property Group (SPG) is
drop in 2022, its operating metrics also oversees about 300 properties, niche is grocery-anchored shopping considered one of the best mall opera-
aren’t bad. It has a 91% occupancy with 96% occupied and rents rising centers in stable inner-ring suburbs. tors, with a 94.4% occupancy rate on
rate. The firm’s premier buildings in broadly. Equity enjoys a handsome CEO Conor Flynn tells Barron’s that March 31, up a percentage point from
big cities still command top rents, and 45% cash flow margin on its proper- remote work has helped, as home- the year-earlier period. It also sports a
recent sales indicate those types of ties, yet its shares trade at an earn- bound workers tend to shop more in balance sheet that’s stronger than
properties are in demand. Rival office ings multiple that’s below average for
REIT SL Green Realty (SLG) saw its residential REITs.
stock pop nearly 20% after the com- One other play on residential real Lagging Performance
pany sold half its stake in a prime estate is single-family home rentals. REITs have trailed the stock market since the pandemic.
Park Avenue building in New York at Demand has been healthy, due to high
a $2 billion valuation. mortgage rates and a drop in homes Total Return
Investing now is a game of waiting for sale. Jonathan Litt, founder of
for downtown office demand to re- Land & Buildings, a real estate hedge FTSE EPRA Nareit USA S&P 500
bound. Faster-growing Sunbelt mar- fund, likes AMH (AMH), a REIT that
200
kets are likely to recover a bit quicker, owns nearly 59,000 single-family
Mark Abramson/Bloomberg; Courtesy Prologis
according to Lachance. homes across 21 states. “People with 175

Two plays on that theme are Cous- kids can’t stay in an apartment and
ins Properties (CUZ) and High- they can’t buy a home—so they rent,” 150
woods Properties (HIW). Cousins Litt says.
125
sports a 6% dividend yield and one of AMH trades at a steep price/FFO
the lowest levels of debt in its sector. of 21 and only yields 2.5%. But it has a 100
Recent leasing deals should return dividend payout ratio of about 50% of
occupancy to pre-Covid levels, the FFO—implying plenty of dividend Scan this code 75
for insights
company says. Highwoods also has coverage and room to increase its pay- on how empty 50
low debt levels, with none due until out. AMH carries low debt. It has also office buildings
are reshaping 2019 '20 '21 '22 '23
the end of 2025. It has grown earnings been a winning stock. It’s up 15% this
big cities.
for years by refreshing its portfolio to year, beating the REIT average, which Note: Indexed to 100; June 28, 2018=100 Source: FactSet
most mall REITs, and yields 6.6% with FFO expected to rise about 6% Real Estate on Sale
with enough cash flow to cover the this year and 9% in 2024. These companies are weathering the downturn and could be winners as conditions improve.
payout.
The stock looks inexpensive at a Healthcare Recent YTD Market
Forward
12-Month Dividend
price-to-FFO of about nine times, Healthcare REITs own medical of- Company / Ticker Price Return Value (bil) Price/FFO Yield Sector
notes Green Street’s Lachance. The fices, nursing homes, and life-science AvalonBay Communities / AVB $186.76 16.8% $26.5 17.7 3.5% Apartments
discount reflects anxieties about retail research labs. Some of these stocks
Equity Residential / EQR 64.77 12.3 24.5 17.1 4.1 Apartments
and consumer spending. But have floundered as investors worried
Digital Realty Trust / DLR 109.59 11.8 32.6 16.3 4.5 Data Centers
Lachance calls Simon a “best-in-class about funding for biotech start-ups
operator” with a low stock multiple and the pandemic’s pause in office Equinix / EQIX 769.20 18.6 71.9 35.0 1.8 Data Centers
that should price in “any kind of prob- visits—though the latter trend has First Industrial Realty Trust / FR 51.74 7.9 6.8 21.1 2.5 Industrial
lems that will occur.” reversed, as patients come back for Simon Property Group / SPG 112.79 -0.9 36.9 9.4 6.6 Malls
elective procedures. Healthpeak Properties / PEAK 19.82 -18.9 10.8 11.3 6.1 Medical
Industrial One diversified healthcare REIT
Kimco Realty / KIM 19.31 -6.7 12.0 12.3 4.8 Strip Centers
The rise of e-commerce has fueled with a 6% yield is Healthpeak Prop-
huge gains for logistics and ware- erties (PEAK). It has a roughly even Cousins Properties / CUZ 22.18 -9.8 3.4 8.6 5.8 Suburban Offices
house REITs. The country’s largest split of medical offices and life-sci- Highwoods Properties / HIW 23.31 -13.2 2.5 6.2 8.6 Suburban Offices
REIT now is Prologis (PLD), with a ences buildings. That provides both FFO=funds from operations, a measure of cash flow commonly used to value REITs Source: Bloomberg
$140 billion enterprise value and defensive stability and growth, says
plenty of cash for acquisitions—in- Lachance, who recommends the stock.
cluding a recent deal for 14 million Trading at about 11 times this year’s are on-ramps to the internet and the now limiting new data-center builds.
square feet of properties purchased earnings—compared with a healthcare flywheels that keep it humming. Lease That restricts competition and gives
from Blackstone for $3 billion. Yet REIT average of 22 times—Health- renewal rates are high, as the steep incumbents like Digital more pricing
Prologis is also one of the priciest peak’s portfolio is one of the most-dis- costs of switching to another site keep power. “It’s not easy to build data cen-
REITs on the market, with a relatively counted in its sector, as investors most tenants in place. ters anymore,” CEO Andy Power said
low 2.9% yield. worry about new supply of life-sci- Mergers have consolidated data at a recent conference.
Less well-appreciated is First In- ence space in key markets like Boston. center REITs, leaving Equinix (EQIX) Green Street’s Lachance admits
dustrial Realty Trust (FR). Its col- Yet the company faces few near- and Digital Realty Trust (DLR) in that Digital stock has been a headache.
lection of distribution centers covers term lease expirations in Boston. It command of much of the market. But it goes for a 2023 FFO multiple of
coastal markets, which are the best has pulled back sharply on develop- Equinix stock has been a runaway 16 times, compared with 35 times at
locations for such properties. First ment, to conserve capital and capture winner, outperforming both Digital Equinix. With an implied cap rate that
Industrial has wide margins, a better- better prices in a downturn. “When Realty and the S&P 500 for years. is more than 1.3 percentage points
than-average balance sheet, and good fundamentals turn, which they inevi- Digital is a contrarian value idea: It higher than that of Equinix, Digital
management, according to Lachance. tably will, we expect to be in great trades at a 50% discount to Equinix, trades at a “monstrous” discount, he
In presentations, the REIT notes that shape to capitalize,” CEO Scott based on FFO estimates, and it offers says.
its properties are full and rents are Brinker told investors in April. a 4.5% yield versus Equinix’s 1.8% Data REITs therefore present a
rising. Yet compared with some other payout. classic barbell opportunity, with
midsize industrial REITs, the stock Data Centers The case for Digital is that it could Equinix offering cloud-computing
trades at a bigger discount to operat- A wave of private equity flooded into be on the cusp of closing those gaps. growth, and Digital Realty offering a
ing earnings and book value, as inves- data centers over the past few years, The company has shored up its capi- higher yield on a discounted stock. B
tors overlook upgrades in its portfolio. aiming to profit off tech trends like tal, by raising several billion from
The REIT’s yield is low, at 2.5%, but cloud computing and corporate de- stock and property sales over the past How one savvy fund manager is playing
Wall Street sees profit momentum mand for connectivity. Data centers few years. Cities around the world are the real estate slump, page 22.
Repricing REITs
As building values have tumbled, the implied cap rates—or earnings yields—for real
estate investment trusts have increased.
September 2019 June 2023
0% 2.5 5 7.5 10 12.5

Lodging
Office
Mall
Strip Center
Healthcare
Apartment
David Williams/Bloomberg
Self-Storage
Data Center
Single-Family Rental
Manufactured-Home Park
Simon Property
Group’s Roosevelt Industrial
Field mall in Garden
City, New York Source: Green Street Advisors
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Q&A An Interview With Jeffrey Kolitch

Portfolio Manager, Baron Funds
REAL ESTATE 2023
Real Estate Stock

Woes Are a ‘Gift’
For Investors
BY SHAINA MISHKIN stores, rent payments, and land ap-
W
preciation—“sparked a curiosity” that
ith mortgage rates high led to a college major and, ultimately,
and offices empty, in- a career.
vestors have soured on Kolitch spoke with Barron’s on
real estate stocks. But June 20 about how investor jitters are
not Jeffrey Kolitch, a creating attractive opportunities for
portfolio manager at real estate investors. An edited ver-
Baron Funds. sion of the conversation follows.
The market’s aversion to all things
real estate–related is “providing a gift Barron’s: In your latest quarterly
for us—an opportunity to buy high- letter, you highlighted a number
quality companies at attractive prices,” of real estate–related companies
says Kolitch, who oversees the $1.4 that you consider attractively val-
billion Baron Real Estate fund (ticker: ued. Why now, when so many in-
BREFX) and the $80 million Baron vestors are down on the sector?
Real Estate Income fund (BRIFX). Jeffrey Kolitch: There is a fair
With a gain of 13.2% this year through amount of caution and concern re-
June 27, Baron Real Estate is No. 1 in its garding real estate investments be-
category, according to Morningstar, cause of the narrative out there: We
which rates the fund five stars. Its could be on the cusp of a commercial
three-, five- and 10-year performance real estate crisis, there are challenges the broader market. and perhaps what will be cyclical
ranking is similarly impressive. in the housing market, and so forth. As we evaluate a larger swath of decline over the next couple of years.
Kolitch has managed the fund We disagree emphatically. The setup public real estate companies, two- to The new world, in which many em-
since its 2009 inception, but his infor real estate in the public markets is three-year return prospects look quite ployers are adopting more flexible
terest in real estate stretches back attractive. compelling. work arrangements, will create de-
decades. “My father, who is my clos- For the past three and a half years, mand pressures for occupancy and
est mentor and adviser, has been a real estate–related stocks have faced Let’s take a closer look at the case rent [issues] for lower-quality office
private real estate developer and a trifecta of headwinds. It started for office real estate, which has buildings in the next few years.
landlord for most of his professional with the Covid pandemic, during been plagued by vacancy concerns When you layer on that the fact
career,” says Kolitch. which many real estate businesses as more people work from home. that in many cities there is an excess
The fund manager recalls being a were effectively shut down, which There is an assumption that the chal- supply of older buildings, you have
teenager visiting a shopping center hurt the stocks. Then, real estate has lenges facing lower-quality buildings an unfavorable relationship between
his father had developed, when he been in the crosshairs of the most are representative of all of commer- demand and supply. But what I am
asked his father to explain what he aggressive interest-rate tightening cial real estate. We couldn’t disagree describing is a small percentage of
did for a living. The answer—which cycle in decades. Third, there are more. Most commercial real estate, the overall real estate landscape.
touched upon the concepts of anchor sensationalized—in our view—re- and certain individual office build-
ports of a commercial real estate cri- ings, are performing quite well. Yes, How does the rest of the market
Photograph by sis on the horizon. As a result, many old and poorly located B and C office look?
GEORGE ETHEREDGE real estate stocks have lagged behind buildings are in both secular decline At Baron, we believe that a commer-
“There is an assumption that the challenges facing lower-quality buildings are

representative of all of commercial real estate. We couldn’t disagree more. ”
largely misrepresented. Trust [DLR] are benefiting from cloud 1.5 times book value, and had a peak
We’re leaning into this dislocation adoption, an increase in internet use, valuation of two times book value. If
because we expect it to reward our and perhaps artificial intelligence. the company can just recover to its
investors in the next few years. We Short lease-duration real estate, long-term average, we would have
continue to emphasize four high-con- whose leases are shorter in nature, another 50% upside.
viction investment themes: real estate may have an opportunity to increase
investment trusts, non-REIT residen- rents on a more frequent basis to off- What other opportunities do you
tial real estate, travel-related real es- set some of the inflationary pressures. see in commercial real estate?
tate, and the commercial real estate Think single-family rental REITs such Shares of the largest commercial real
service firms and real estate alterna- as Invitation Homes [INVH] and estate service firm in the world,
tive managers. American Homes 4 Rent [AMH]; CBRE Group [CBRE], have been
apartment REITs such as AvalonBay pressured because the company got
What is the outlook for residential Communities [AVB] and Equity swept into the negative narrative. That
real estate? Residential [EQR]; or perhaps self- has created a terrific opportunity to
Sentiment has picked up quite a bit. storage REITs such as Public Storage once again acquire a premier commer-
May housing-start and permit data [PSA], Extra Space Storage [EXR], cial company at a highly discounted
were encouraging. We are long-term and CubeSmart [CUBE]. price.
bullish on the prospects for the U.S. We are long-term bullish on the
housing market. There has been a One of the non-REIT companies commercial real estate service industry.
multidecade structural underinvest- highlighted in your letter to in- More companies are outsourcing their
ment in U.S. housing. come-fund shareholders, Toll commercial real estate needs to service
Six months into 2023, we’re seeing Brothers [TOL], is closely tied to companies such as CBRE Group. The
a meaningful uptick in demand in the the residential market. Why do you company has the leading global com-
housing market. Buyers are getting recommend it, and how do you mercial real estate service brand. Its
over the sticker shock that occurred view its valuation and stock funda- management team is led by CEO Bob
last year, when mortgage rates went mentals? Sulentic, who is exceptional.
from a low of 3% up to 7% following a Toll Brothers is a best-in-class home- After the shares performed well
period of home-price appreciation of building company. It is led by a highly earlier this year, CBRE got hit by fears
30% to 40%. capable management team. Over the of a significant slowdown in bank
There are several years of pent-up years, it has acquired and developed a lending and economic growth, which
demand. Perhaps buyers are adjusting valuable owned-land real estate portfo- would negatively impact the com-
by purchasing a smaller home or lio in excellent markets. Much of it was pany’s leasing and property-sales
choosing a different suburb, but this purchased before the run-up in home businesses. We’re fully aware that
near-term dynamic has been one of prices during Covid, so there is very those businesses will be challenged
the key pillars supporting the econ- little risk to the book value. this year, but that misses the forest for
omy this year, and we think it will do Importantly, Toll focuses on luxury the trees. These businesses will come
so in the years ahead. homes. Toll Brothers is more insu- back in the years ahead.
lated from higher mortgage rates be- Usually you have to pay a pre-
Which REITs look best to you cause about 25% of the buyers of Toll mium multiple for a premium com-
cial real estate crisis is highly unlikely. now? homes pay 100% in cash. The company. This company historically has
Very simply, business prospects for While certain REIT segments might pany has maintained a terrific balance traded at a multiple of 16 to 17 times
most commercial real estate operators face headwinds in the next few years, sheet. There are approximately 132 earnings and reached a peak multiple
are solid. There is little competitive the setup for REITs in general is at- million households in the U.S., of of 20 times earnings. Right now the
new construction activity in the pipe- tractive over two to three years. Early which about 25 million earn at least shares are valued at about 13 times
line, as land costs, labor costs, and in 2022, before the Federal Reserve’s $150,000 a year annually. That’s Toll’s our estimate of next year’s earnings.
material costs have gone up. Debt pro- tightening cycle, REITs were trading target audience. Management continues to believe that
files, generally speaking, are in pretty for 25 times earnings. Now they are 17 There is a massive addressable they can exceed the earnings gener-
good shape. times earnings. market for Toll. With its pristine bal- ated last year in 2024, which would
After the failure of Silicon Valley We are focused on what we would ance sheet, several billion dollars of imply over 20% growth next year.
Bank, there was concern about a ma- call secular REITs, whose cash flows liquidity, and superior capital sources, Our team sees a path where CBRE
jor banking crisis. Sure, there perhaps are less vulnerable to an economic the company has a major opportunity Group could generate more than $7 a
will be additional challenges in the slowdown. Think about industrial to increase market share at the ex- share in earnings in 2025. That com-
months ahead, but so far, it has been REITs such as Prologis [PLD] or pense of its competitors over the next pares to about $5.40 a share in 2022.
fairly contained. The loan defaults Rexford Industrial Realty [REXR], several years. That assumes nothing for acquisi-
that you may read about will be which are benefiting from the e-com- Toll has been a good stock this year. tions, which could add another 50
largely isolated in the lower-quality B merce trend and supply reconfigura- It is trading at just over our estimate cents a share.
and C office space. This is an impor- tions. Data-center REITs such as of 2024 tangible book value. The stock
tant point of clarification that is Equinix [EQIX] and Digital Realty historically has been valued at 1.4 to Thanks, Jeffrey. B
Rockwell Automation
PlaytheAutomation
reported $8.1 billion in sales during
2022, up 12% from $7.2 billion in 2021, (ROK / NYSE)
faster than its 5% or so average annual
growth rate over the past five years. $400
That faster growth was spurred in
TrendWithRockwell part by the easing of supply chains 350

following Covid-19. The pandemic,
remember, made semiconductors— 300
part of almost every piece of hardware
250
Rockwell makes—hard to come by.
With chips now more available,
Rockwell Automation’s shares should earn a higher valuation as Rockwell reported blowout fiscal sec- 200
investors begin to consider it for what it really is—a tech company ond-quarter earnings in April, while
150
raising full-year financial guidance to
a midpoint of $11.85 a share from a 2021 '23
prior midpoint of $11.10. “[The im- Source: FactSet
provement was] more a factor of chip
supply starting to come in better and
better,” says CEO Blake Moret. could be in the past. Even if a recovery
More semiconductors, however, isn’t a straight line up, Rockwell’s
aren’t the only reason that sales will backlog of $5.6 billion at the end of the
grow faster. Rockwell benefits from second quarter—up from roughly $4
one of the biggest changes of the past billion a year earlier—should provide
few years—the reshoring of U.S. man- a buffer. “We’ve got such a large back-
ufacturing. log that the lead times for a lot of our
When China joined the World Trade products are still out there a ways,”
Organization in 2001, the U.S. ac- says CEO Moret.
counted for about 25% of global manu- But the biggest change in Rock-
facturing output, but today represents well’s business—the one that is most
just 15%. China accounts for 30%. The responsible for its rapidly rising sales
U.S. government, whether dominated growth—is the continued shift to auto-
by Republicans or Democrats, wants to mation with an artificial-intelligence
change that, and spending roughly $2 kicker. Software-related sales have
trillion—the total amount coming from grown to $2.4 billion, or about 30% of
the Infrastructure Investment and Jobs Rockwell’s total sales in calendar year
Act, the Inflation Reduction Act, and 2022, up from 27% in 2020, and
the Creating Helpful Incentives to Pro- should hit about 32% of sales in 2025.
duce Semiconductors and Science Act, Software has better operating-profit
or CHIPS Act—is a good start. margins, at almost 30%, than Rock-
That headline number has started well’s overall 18.3%, which should
BY AL ROOT viding the technology necessary to to turn into real economic activity. help earnings grow at a roughly 10%
T
automate manufacturing, Rockwell is Ford Motor (F) announced a record clip, to $13.30, in 2024.
ech stocks are all the rage— growing faster than it has in the past, $9.2 billion loan from the Energy De- Historical valuations, however,
and that makes industrial and that growth should continue as partment to help it build electric-vehi- don’t take into account the higher val-
stock Rockwell Automa- supply chains continue to ease, indus- cle battery capacity in Kentucky and uations that investors now place on
tion a stock to buy now. trial activity begins to recover, and the Tennessee, while Taiwan Semicon- Apple (AAPL) and Microsoft
When investors think of U.S. brings manufacturing back home. ductor Manufacturing (TSM) an- (MSFT), which currently fetch about
industrials, they tend to What’s more, the stock should earn a nounced another $20 billion invest- 29 times. In the past, they and Rock-
imagine companies that higher valuation as investors begin to ment in Arizona for a second fab to well have traded at similar multiples,
make pipes, turbines, tractors, and consider it for what it really is—a tech make cutting-edge microchips. All observes Citigroup’s Kaplowitz, who
backhoes. That isn’t Rockwell Auto- company. told, some $500 billion in new proj- has a Buy rating on Rockwell shares.
mation (ticker: ROK). The Milwaukee- “[Trends] across automation and ects have been announced since 2020, “As such, we do think that industrial
based company, which competes with shoring, as well as the emergence of AI according to Melius Research CEO tech could be relatively well posi-
the likes of Siemens (SIE.Germany) over time, could lead manufacturers to and analyst Scott Davis. Only about tioned going forward,” he writes.
and ABB (ABBN.Switzerland), is a lean in and invest in smarter devices half of those have been started, which Morgan Stanley analyst Joshua
leader in the automation and digital and software solutions,” writes Citi- means more spending is on the way. Pokrzywinski’s most bullish case for
transformation of manufacturing pro- group analyst Andrew Kaplowitz. “We That spending bodes well for com- the stock has earnings rising by 37%,
Photograph by Lyndon French
cesses. Companies producing every- view Rockwell to be a key beneficiary.” ing results, even if U.S. manufacturing to $15.37 a share, over the coming 12
thing from cars to cookies use Rock- Some of that is already priced into remains in a slump. After five consec- months and its multiple improving to
well hardware and software to make the stock. Rockwell shares trade at 26 utive monthly readings below the ex- 27 times. In such a scenario, Rock-
their plants function. times 12-month forward earnings of pansionary level of 50, the Institute well’s shares would be worth $415, up
Rockwell’s stock has had a great $12.59 a share, above their five-year for Supply Management’s manufac- more than 25% from a recent $329.45.
start to 2023—it has gained about 28% average of about 24 times. That re- turing purchasing managers index of It may not be automatic, but it seems
through Friday’s close—and there are flects the fact that Rockwell’s growth production turned higher in May, a reasonable for a stock with so many
probably more gains ahead. By pro- already has accelerated. The company sign that the worst of the downturn tailwinds at its back. B
T ECH T RADER
Hiding beneath this year’s impressive 34% rally in
Alphabet shares have been several whipsaw
shifts in investor sentiment.
For Alphabet, AI
shift some of their searches to Chat- pocket by cannibalizing prime real
GPT and Bing. Asked which chatbot estate for their gen-AI results, which
they would use if they could only pick will take time for ad buyers to adopt.”
one, 49% chose ChatGPT, versus 26% There are other places to spend
Looms as Its Biggest

for Bing and 21% for Bard. ad dollars. Shmulik sees multiple
AI isn’t cheap. Bernstein’s Shmulik threats to the Google ad business be-
this past week reduced his rating on yond Bing and AI. He sees the emer-
Alphabet shares to Market Perform gence of ad platforms hosted not by
Promise—and Threat
from Outperform. Among other just Amazon.com (AMZN), but also
things, he notes that the company’s Walmart (WMT), Uber Technolo-
accelerating push into chatbots and gies (UBER), TikTok, and the online
other generative AI tools means a travel agencies as a competitive threat.
ramp-up in hiring and a pickup in cap- “AI headlines have masked a very real
ital spending. That could mean pres- threat to Google’s search business from
sure on earnings and free cash flow. retail media,” the analyst says, adding
G
oogle was one of tive AI roadkill was just plain wrong.” Bard has no ads. “There are cur- there are signs that Meta Platforms
the most success- Alas, sentiment is shifting again, as rently no ads on Bard,” says Bard, in (META) is clawing back some ad dol-
ful initial public the world learns more about the power response to my query to the bot. Bard lars lost amid Apple’s crackdown on
offerings of all of AI. In a research note previewing noted that Google plans to use Bard threats to iPhone user privacy.
time—and its in- Alphabet’s June financial results, queries to better target ads. “It is un- Regulatory risk is rising. Shmulik
ternet search arm Wells Fargo analyst Ken Gawrelski clear when these ads will be rolled contends Alphabet has deeper regula-
has been one of the inched up near-term estimates, citing out, or how they will be integrated tory risks than the rest of the tech
best businesses ever created. “recent strong ad market trends.” But into Bard,” adds Bard. “However, it is megacaps. He notes that both domestic
As Bernstein analyst Mark Shmulik BY ERIC J. he is worried about the future. “As the possible that users will start seeing and European Union regulators are
pointed out in a recent research note, SAVITZ global search incumbent with nearly ads on Bard in the future. Meanwhile, pushing the company to spin off its ad
the company now known as Alphabet 90% revenue share, we see more risk you can use Bard without having to tech business, and that the Department
(ticker: GOOGL) has produced an av- than opportunity and do not view Al- worry about seeing any ads. Bard is a of Justice lawsuit over the company’s
erage annual return of 23% since its phabet as an AI winner,” he writes, free tool...and it is not currently used search business goes to trial in Septem-
2004 public debut. Google at launch reiterating his Equal Weight rating. He to generate revenue for Google.” ber. He sees an “outside chance” the
was worth $23 billion—and it now has warns that Alphabet faces both in- Google didn’t respond to a request for case could strike down Google’s deal to
a market cap of $1.5 trillion, trailing creasing competition and higher costs. comment. provide search services to Apple prod-
only Apple (AAPL) and Microsoft Here’s why the market is getting Google has a real estate prob- ucts as anticompetitive.
(MSFT) among U.S. stocks. That in- jittery: lem. Try this—go to Google’s home Is AI friend or foe? UBS analyst
cludes a 34% rally this year, driven by People love AI chatbots. In an page, click on the little flask icon at the Lloyd Walmsley, who also cut his rat-
the market’s enchantment with all eye-opening report, BofA Global Re- top right, and opt in to Google with ing on Alphabet stock this past week,
things generative AI. search wrote recently that a survey of SGE, or Search Generative Experi- says the answer is unclear. He notes
But some analysts are getting wor- more than 1,100 U.S. internet users ence. At the top of the search results that Google has substantial data it can
ried—and maybe you should be, too. found that 59% use ChatGPT, 51% use page, you get a big window with a leverage for gen-AI applications. But
Hiding beneath this year’s impres- Bing, and 34% use Alphabet’s Bard generative AI answer to your query. In he also sees risks from a more competi-
sive rally in Alphabet shares have been chatbot. Among other things, the sur- a regular Google search, the top of the tive landscape, increasing capital inten-
several whipsaw shifts in investor sen- vey found that 45% would use Google page would be littered with sponsored sity, and disruption to the ad business
timent. The stock slumped 12% in Feb- more as they integrate AI tools with listings. Says Shmulik: Google “risks as Google figures out how to revise its
ruary, after Microsoft launched Bing core search—but 19% said they would creating a near-term revenue air search results page for the AI era. B
Chat, powered by OpenAI, which had
launched ChatGPT on Nov. 30.
But the slide didn’t last. In May, ad-
ditional Google AI product announce-
ments turned sentiment around, trig- A survey of U.S. internet users found that
gering newfound confidence that
Google’s years of investment in search 59% use ChatGPT, 51% use Bing, and 34%
and artificial intelligence would pay
off—and keep the Bing threat at bay. use Alphabet’s Bard chatbot. Asked which
“Google just took that narrative
back. We don’t believe there will be chatbot they would use if they could only
only one AI winner,” Evercore ISI ana-
pick one, 49% chose ChatGPT, 26% Bing,
Dreamstime
lyst Mark Mahaney wrote in a research

note following the Google event. “The
narrative that Google would be genera- and 21% Bard.
F UN DS
China’s small-cap companies were largely
unaffected during the recent crackdown on the
technology, education, and real estate sectors.
This Top-Performing
escalate between the U.S. and China. more effectively target that cancer.
“China didn’t get to where it did over The Food and Drug Administration
the past 35 to 40 years without being has approved the therapy for use in
pragmatic,” he says. China’s small-cap certain patients.
Small-Cap Manager Is
companies were largely unaffected “The CAR-T therapy is among the
during the country’s recent crack- world’s most efficacious and safe
down on the frothy technology, educa- treatments of its kind,” he says. Since
tion, and real estate sectors, he adds. purchasing Legend Biotech not long
Betting Big on China

Tanneeru looks for innovative com- after its initial public offering in 2020,
panies, particularly in biotech and the stock has tripled, he adds.
medical devices, and those focusing He’s also excited by No. 5 holding
on consumer goods and services. Tak- Full Truck Alliance (YMM), a lead-
ing a page from his Sustainable Future ing freight marketplace in China that
fund, he believes choosing well-run specializes in intercity transportation.
V
companies that provide necessary It has created a digital platform to
ivek Tanneeru under- BY DEBBIE ings, respectively. Both have strong services will benefit both consumers optimize routes by matching available
stands why investors CARLSON balance sheets and cost-of-funds ad- and investors. truckers and businesses, benefiting
are avoiding China. vantages that could help them grow in To find those companies, he works truckers and reducing heavy-truck
Blame it on lackluster the medium term. Tanneeru calls them closely with Matthews Asia’s team of emissions.
post-Covid growth “very attractively valued.” eight analysts and fellow co-managers Tanneeru isn’t surprised by China’s
and continued geopo- He views China—which, at 27.8%, Jeremy Sutch and Alex Zarechnak, current tepid economy, noting the
litical tensions with represents the largest share of the employing quantitative screens to find government didn’t provide the same
the U.S., among other reasons. But to fund—as one of the few markets, in- companies with consistent, profitable massive stimulus Western govern-
underweight or ignore China is to cluding the U.S. and India, where growth that are good stewards of capi- ments did during Covid, nor does he
miss opportunities, particularly in small companies can grow exponen- tal. The bottom-up stockpickers study expect the current stimulus injections
small-cap stocks, he argues. tially in a short time. As the world’s private, high-quality companies to to be substantial. Once China’s econ-
As the lead portfolio manager of the second-largest economy, it has a mas- know management teams, product omy rebounds, he expects companies
$440 million, no-load Matthews sive consumer base. “If you have the pipelines, capabilities, and competitive such as Full Truck Alliance to benefit.
Emerging Markets Small Compa- right product and the right strategy, positions. It’s a collaborative and itera- Outside of Asia, Small Companies
nies fund (MSMLX) since 2020, Tan- there is potential for growth. To me, tive process, although Tanneeru has is adding Latin American holdings,
neeru, 46, steered the Morningstar that is the primary attraction of final say. including No. 7 holding YDUQ3 Par-
five-star fund to a 15.1% annualized China,” he says. The team looks for companies with ticiapaceoes (YDUQ3.Brazil), a Bra-
three-year return, landing it in the top Geopolitics are always a risk, but strong balance sheets that can fund zilian educational company. It offers
1% of its peers. Even with an above-av- he doesn’t expect tensions to seriously their own growth, whether those with undergraduate classes and has a med-
erage 1.37% annual fee, the fund wal- “massive cash positions” or a product ical college business. It invested heav-
lops its peers and the benchmark MSCI or service so attractive, they can raise ily in distance learning during Covid,
Emerging Markets Small Cap Index, in Matthews Emerging Markets Small Companies capital even in stressful economic and Small Companies bought it in late
each case by about 11.5 percentage Total Return times. The fund doesn’t hedge currency 2021 when prices slumped. Valuations
points annualized over three years. YTD 1-Yr 3-Yr risk, which Tanneeru says is too chal- rebounded in the past few months,
Although the San Francisco–based MSMLX 12.7% 12.0% 15.1% lenging and expensive. Instead, it seeks after strong first-quarter earnings.
Tanneeru is relatively new to the Diversified Emerging Markets Category 6.4 3.2 3.4 higher returns as a way to manage the Tanneeru is optimistic about
Small Companies fund, he has also risks of emerging market investing. emerging markets, noting that coun-
Top 10 Holdings
managed the $225 million Matthews tries such as China and India aren’t
T
Company / Ticker % Assets
Emerging Markets Sustainable he Small Companies fund experiencing the same inflation prob-
Bandhan Bank / BANDHAN.India 7.2%
Future fund (MASGX) since that can invest across emerging lems as in the West, while countries
Morningstar bronze medalist’s 2015 Shriram Finance / SHFL.India 5.8 markets, but Tanneeru is such as Brazil appear to be managing
inception. That fund’s all-cap strategy Legend Biotech / LEGN 5.5 heavily overweight China their inflation targets after a round of
has a heavy dose of small- and mid- Ecopro BM / 247540.Korea 5.3 versus the index, at 27.8% versus 9.5%, aggressive interest-rate hikes.
cap holdings, he says, to underscore Full Truck Alliance / YMM 2.9 respectively. He says that the country is He recognizes that outlooks may
his small-company chops. home to the best opportunities, and remain tough in emerging markets,
Hugel / 145020.Korea 2.7
The Small Companies fund is heav- that Chinese companies have under- including China. That’s why the Small
Silergy / 6415.Taiwan 2.7
ily focused on China, but Indian com- pinned the fund’s outperformance. Companies fund focuses on risk man-
panies represent 18% of its assets, with YDUQS Participacoes / YDUQ3.Brazil 2.6 The No. 3 holding, Legend Biotech agement and being able to pick stocks
Bandhan Bank (BANDHAN.India), Phoenix Mills / PHNX.India 2.6 (LEGN), exemplifies Tanneeru’s phi- at cheap valuations that can compound.
the country’s largest microfinance M31 Technology / 6643.Taiwan 2.5 losophy and process. The company “I think it will take a little while for
lender, and Shriram Finance partnered with Johnson & Johnson some of the animal spirits to come
Total 39.8%
(SHFL.India), a small-enterprise finan- Note: Holdings as of May 31. Returns through June 26; three-year returns are annualized.
(JNJ) to develop a multiple myeloma back,” he says. “But I do expect that to
cier, the fund’s No. 1 and No. 2 hold- Sources: Morningstar; Matthews Asia therapy that allows immune cells to happen.” B
THE EC ONOMY
The federal budget deficit is forecast to total 5.8%
of GDP this year, declining to 5% of GDP in 2027,
then climbing every year to 10% in 2033.
With Rates Near Zero,

year, topping its historic World War II the issuance of bonds by cash-rich
high in 2029, when it is forecast to hit companies to fund stock buybacks, or
107% of GDP, and 181% by 2053. private-equity operators leveraging up
“Such high and rising debt would companies’ balance sheets to pay them-
Fiscal Deficits ‘Didn’t

slow economic growth, push up inter- selves hefty dividends.
est payments to foreign holders of U.S.
E
debt, and pose significant risks to the conomic textbooks also treat
fiscal and economic outlook; it could fiscal and monetary policies
Matter.’ Now They Do.

also cause lawmakers to feel more as separate, a fiction that
constrained in their policy choices,” central bankers and govern-
the CBO said, contradicting the Che- ments publicly embrace.
ney and MMT deficits-don’t-matter In wartime, that pretense is
delusions. dropped. The Federal Reserve and the
Those warnings have actually long federal government similarly worked
“R
been sounded, to little actual effect. together during the height of the pan-
eagan annual report released last weekend, The recent debt-ceiling deal, which demic, with the Treasury selling some
proved which got lost in the news flow domi- caps nondefense discretionary $5 trillion of securities to fund the
deficits nated by events in Russia. The finan- spending in fiscal 2024, does little to fiscal stimulus, of which the Fed pur-
don’t mat- cial impact of fiscal deficits should be slow the flow of red ink, as the CBO chased $3 trillion, according to the
ter,” Dick considered, according to the BIS, the projections show. Moreover, as the Brookings Institution. And the Fed
Cheney, so-called central bank for other cen- longtime deficit hawks at the Peter- pushed short-term rates to zero in
the vice tral banks. And regulators should son Foundation noted, the CBO fore- March 2020, further helping the Trea-
president under whom George W. re-examine their assumption that gov- cast shows that the federal govern- sury’s borrowing, and only began to
Bush served, famously told Paul By RANDALL ernment debt denominated in domes- ment will spend $71 trillion on lift them in March 2022.
O’Neill, who would be fired shortly W. FORSYTH tic currencies is fully risk-free. interest through 2053, sucking up Even before Covid-19 hit, interest
thereafter as Treasury secretary in That came before the latest sober- 35% of revenue by then, and crowd- rates were at their lowest levels in his-
2002. And that’s been pretty much ing projections from the nonpartisan ing out other spending. tory in the wake of the 2008-09 finan-
the story ever since, as budget sur- Congressional Budget Office, released The BIS further warned about the cial crisis, which helped foster the no-
pluses at the turn of the century gave this past week. The federal budget effects on financial systems from ex- tion of deficits without limit. But the
way to deficits that were running at a deficit is forecast to total 5.8% of gross cess deficits. Banks, for instance, can four-decadelong decline in interest
trillion-dollar annual rate—even be- domestic product this year, declining get into trouble because of their expo- rates that began shortly after the Gip-
fore Covid-19 hit in 2020. to 5% of GDP by 2027, then climbing sure to their government’s bonds, per got to the White House is over.
The embrace of fiscal deficits also every year to 10% by 2053. Total fed- which in turn could force the govern- That means interest expense is cer-
came from the left in the form of so- eral debt held by the public is pro- ment to bail them out in what the re- tain to take up an increasing part of
called Modern Monetary Theory, jected to climb from 98% of GDP this port called a “doom loop”—credit the federal budget, as the Peterson
which essentially asserted that gov- problems of governments and banks Institute pointed out. As the chart
ernments can’t go broke if they can would reinforce each other. Fiscal here shows, the CBO projects interest
issue bonds in the currency they also The Deficit Is Getting Too Interesting policies should prepare for future will consume over one-third of federal
print; there is no theoretical limit to Interest costs will eat up an increasing share of federal bank bailouts, the BIS declared. revenue after 2050, up sharply from a
what they can borrow. Those who revenue in the future as the U.S. pays higher rates on an On that score, the BIS also advised bit less than 14% in the current fiscal
objected to this notion of a fiscal free ever-expanding national debt. governments to take into account the year. The CBO also assumed that the
lunch were dismissed as being wed impact of financial booms, which can average interest rate on the federal
Net Interest as a Percent of Revenue
to old shibboleths or simply being fill their coffers when capital gains are debt rises relatively slowly, only reach-
too old. 40% being reaped and taxed. But, similar ing 3% by 2028, from 2.7% this year.
And indeed, there seemed to be no to the biblical tale of Joseph advising (That was a sharp rise from 2.1% in
penalty for deficits. Rather than push- 35 Egypt’s pharaoh to stockpile grain 2022, as those near-zero-rate matur-
ing up interest rates and crowding out from rich harvests for the inevitable ing securities were replaced with new
private borrowers, Uncle Sam has 30 famines, the BIS urged governments ones paying upward of 5%.)
been able to borrow at historically low to prepare to bail out balance sheets How will Washington deal with this
costs, including virtually zero for 25 and stimulate demand in future busts. rising interest burden? In the decades
short-dated maturities. Plus, the U.S. Finally, the BIS said governments after World War II, low real (inflation-
could issue IOUs that also served as 20 should reduce or remove tax incentives adjusted) interest rates and rising infla-
the world’s safest and most liquid fi- to borrow, which favors debt over eq- tion helped to reduce the federal debt
nancial asset, owing to the dollar’s 15 uity financing. Some of that may be to relative to the economy. Good for the
status as the world’s primary currency promote social goals, such as increas- government, bad for bond investors.
10
for transactions as reserves. ing homeownership. But much of the This history may well repeat. B
The Bank for International Settle- 2023 '25 '30 '35 '40 '45 '50 implicit tax subsidy for debt merely
ments took these notions to task in its Note: Fiscal year ends in September. Source: Congressional Budget Office goes for financial engineering, such as email: [email protected]
MARKET WEEK
June 26 through June 30, 2023
International Trader P. 31 Charting the Market P. 34

Striking Price P. 32 Winners & Losers P. 35
Inside Scoop P. 33 Research Reports P. 36
13D Filings P. 33 Statistics P. 37
Power Play P. 33
MARKET PERFORMANCE DASHBOARD
Dow Jones Industrials S&P 500 Nasdaq Composite Invesco S&P 500 Equal Weight ETF
34,407.60
52-wk: +10.65% YTD: + 3.80% Wkly: +2.02%
4450.38
52-wk: +16.34% YTD: +15.91% Wkly: +2.35%
13,787.92
52-wk: +23.90% YTD: +31.73% Wkly: +2.19%
$149.64
52-wk: +10.13% YTD: +5.94% Wkly: +3.36%
4%
Optimism Abounds The Calm and the Storm
The consumer confidence index rose Wednesday saw a bumpy trading
to its highest level since early 2022 session, with big moves under the
3
in May, data on Tuesday showed. Amer- surface but a relatively flat index
icans are bullish on their job prospects result by the close. Energy stocks led
and the market. Stocks gained. as utilities lagged.
2
0
Bank on It Broad Gains
The Federal Reserve published the Stock indexes closed the week with
results of its annual stress test late a day of decent gains across sectors,
-1
Wednesday. All 23 large banks passed, after a growth-dominated first half
sending financial stocks sharply of 2023. Apple hit the $3 trillion market
higher on Thursday. cap threshold.
-2
Monday Tuesday Wednesday Thursday Friday Close
Source: Barron’s Statistics
C
all it the “What, week to finish the first half of 2023 up positive performance. The Nasdaq
THE TRADER me worry?” stock

market.
Nothing could
16%, its best first half since 2019 and at
a 52-week high. But there wasn’t a lot
to write home about for much of the
Composite soared 32% in the year’s
first half, its best start since 1983. It’s
great for tech investors, but painful for
faze U.S. stock market. The average stock in the S&P just about everyone else.
indexes during the 500 is up 6% year to date, while the “It’s a challenging time for valua-
first six months of small-cap Russell 2000 has advanced tion-sensitive stockpickers resistant to
Stocks Rally. 2023—not the Federal Reserve, not a

series of bank failures, not geopolitics,
BY
NICHOLAS
only 7%. The Dow Jones Industrial
Average and the Russell 1000 Value
chasing a handful of high-multiple
companies,” says David Donabedian,
Why It’s not even the down-to-the-wire debt-

ceiling drama in Washington. And
JASINSKI index gained less than 4%.
None of that matters, though, when
chief investment officer at CIBC Pri-
vate Wealth US.
Time to
certainly not the fact that a recession Big Tech is rallying like it’s 2020. Ap- There are two ways things could go
felt like it was always just around the ple (ticker: AAPL), which hit a $3 in the second half: Either the rest of
Prepare for
corner. Many professional prognosti- trillion market capitalization on Fri- the S&P 500 catches up to the mega-
cators overlooked the enduring day, has gained 48% year to date, cap eight and the gains continue by
strength of the U.S. labor market. while Nvidia (NVDA) has surged broadening out, or the market leaders
the Worst. Still, investors might just redis-
cover some nagging concerns during
189%. Add in a half-dozen other tech
giants, and the Nifty Eight have re-
join the S&P 492 and the rally fizzles.
For the former to happen, the market
the second half of the year. turned an average of 85% this year, would need that fabled soft landing, in
The S&P 500 rose 2.35% this past accounting for the bulk of the market’s which inflation comes down to a 2%
annual rate without a major hit to growth. short-term U.S. Treasuries remain the
That gets harder to imagine the longer that fattest pitch for the year’s second half. The
inflation remains elevated and the Fed six-month T-bill yields a risk-free 5.5%
keeps raising rates. today. It can be purchased directly from
“The Fed is not going to come to the res- the U.S. Treasury at TreasuryDirect.gov or
cue this time,” says Wei Li, BlackRock’s via the US Treasury 6 Month Bill ETF
global chief investment strategist. (XBIL). Locking that return in today may
But one doesn’t have to believe the appear prudent six months from now.
doomsayers to lean into caution—just look By then, we’ll be looking ahead to the
at valuations. The S&P 500 trades at 19 2024 economic outlook and discussing the
times expected earnings over the coming potential implications of a high-stakes U.S.
year, up from 15 times in October, as stocks election year. And maybe the market won’t
have gained even as earnings estimates have shrugged it all off so easily.
FINANCIAL SECTOR OF
have fallen. With a valuation that high, the
risk/reward trade-off at the index level The Eerie Quiet Won’t Last
doesn’t appear all that attractive from here, Yes, the S&P 500 is as calm as it’s been in
THE S&P 500 IN ONE ETF

at least in the short term. years. Underneath the surface, however,
That’s especially true if earnings esti- investors appear less complacent than
mates are too high given the recession risk, index-level volatility measures suggest.
which would make stocks even more ex- Signs of even mild concern are certainly
pensive than they already appear. hard to spot. Lately, the Cboe Volatility
“The market may be due for a pause, or Index, or VIX, has been bouncing around Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
even a pullback, as the Fed continues to near 13, a level not seen since before the
raise rates into a slowing economy,” says Covid-19 pandemic. If the VIX, known as
An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a
CIBC’s Donabedian. the market’s fear gauge, is to be believed, prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the
In a potentially weaker second half of investors are as frightened as a mouse in a prospectus carefully before investing.
2023, UBS strategists including Bhanu cheese factory while the cat’s on vacation. All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification risks, which generally
Baweja expect valuations to fall before Yet the VIX is deceptive, says Matt Rowe, results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
earnings due to the Fed’s continued mone- head of cross-asset strategies at Nomura The S&P 500 is an index of 500 common stocks that is generally considered representative of the U.S. stock market. You cannot invest directly in an index.
tary tightening, the deterioration of credit Private Capital, by suggesting there’s calm ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
conditions, and other factors. “We likely in the market that’s not really present. For
don’t have to wait for the onset of big earn- evidence, he points to the Cboe 1-Month
ings downgrades to see lower equities,” Implied Correlation Index (COR1M), a mea-
Baweja writes. sure of how much individual stocks are
It’s a setup calling for a bit more caution trading in lockstep. It’s constructed by com-
from here. Quality companies that can paring the price of options on the S&P 500
maintain their pricing power and profit to those on the top 50 individual stocks that
margins in a macro environment of slowing make it up. It weighs investors’ collective
inflation and growth are a good bet. The expectations of how volatile the index will
iShares MSCI USA Quality Factor ex- be relative to its components, and is trading
change-traded fund (QUAL) is one option at 13, its lowest level since 2017.
there. Its top holdings include many of the Put differently, when implied correla-
tech megacaps that won 2023’s first half,
plus stocks like Visa (V), Nike (NKE), and
ConocoPhillips (COP).
Or investors can just take some money
tion is low, dispersion is high—individual
stocks are moving around in different di-
rections a lot more than the index is. For
every Carnival (CCL), up 46% in the past
Puzzled. Look.
out of stocks and put it into bonds, where month, there’s an Advance Auto Parts
Your morning ritual just got better.
Introducing Barron's covers jigsaws,
Vital Signs sudoku and crossword puzzles.
Friday’s Week’s Week’s Friday’s Week’s Week’s
Close Change % Chg. Close Change % Chg.
DJ Industrials 34407.60 +680.17 +2.02 Barron’s Future Focus 938.01 +23.40 +2.56 barrons.com/puzzles
DJ Transportation 15529.77 +841.90 +5.73 Barron’s Next 50 2628.40 +66.17 +2.58
DJ Utilities 906.66 +4.20 +0.47 Barron’s 400 980.20 +36.25 +3.84
DJ 65 Stocks 11563.04 +319.16 +2.84 Last Week Week Earlier
DJ US Market 1085.57 +26.50 +2.50 NYSE Advances 2,487 920
NYSE Comp. 15875.91 +406.57 +2.63 Declines 637 2,168
NYSE Amer Comp. 4182.48 +143.83 +3.56 Unchanged 42 64
S&P 500 4450.38 +102.05 +2.35 New Highs 293 153
S&P MidCap 2622.34 +107.40 +4.27 New Lows 94 80
S&P SmallCap 1216.35 +50.03 +4.29 Av Daily Vol (mil) 3,669.6 4,332.4
Nasdaq 13787.92 +295.41 +2.19 Dollar (Finex spot index) 102.92 102.90
Value Line (arith.) 9381.35 +353.70 +3.92 T-Bond (CBT nearby futures) 126-29 127-29
Russell 2000 1888.73 +67.10 +3.68 Crude Oil (NYM light sweet crude) 70.64 69.16
DJ US TSM Float 44411.47 +1106.66 +2.56 Inflation KR-CRB (Futures Price Index) 261.99 263.00 © 2022 Dow Jones & Company, Inc. All rights reserved. 4E6049
Gold (CMX nearby futures) 1921.10 1919.10
Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
Oil & Gas 4.09%

The best-informed investors Telecommunications 3.80
Basic Materials 3.04
choose Interactive Brokers Industrials 3.04
Financials 2.73
Consumer Services 1.24
Consumer Goods 0.74
Technology 0.55
–0.38 Utilities
–0.48 Health Care
Source: S&P Dow Jones Indices
The banks I have dealt with charge a

(AAP), which is down 40%. “In a market drive vol higher and has historically been
total of 50 bps to exchange currency with a lot of changing components and associated with a market selloff.”
crosscurrents, you tend to get a lot of dis- For investors looking to hedge, buy put
for USD. IBKR charges only a couple persion, as we are seeing now,” Rowe says. options—which increase in value when a
That helps explain why volatility ap- security falls—on the S&P 500, where vola-
of basis points, plus I am in SYEP1, so pears to be so low. A stock index is, after
all, an index of stocks. If half of the com-
tility is lower and prices are cheaper than
on individual names.
ponents in the S&P 500 rise in a day and For everyone else, watch out for the cat.
I have negative costs with IBKR since the other half fall, the index will be un-
changed and index-level volatility will be Active Management Is Winning
they pay me to lend out my stocks. sleep-inducing. It obscures the volatility Good active managers should find it easier
under the surface. to beat their benchmarks when, as now,
Sometimes the opposite is true. The there’s more action under the surface than
ultimate period of high correlation in the at the index level.
S&P 500 was in March 2020, when the Indeed, actively managed stock mutual
onset of the Covid-19 pandemic prompted funds and exchange-traded funds as a
a dash for cash. Investors reduced their whole outperformed their passive bench-
Andreas Lechner, RV Capital holdings of practically all stocks, sending marks in 2023 through late June, per data
them sharply lower in unison. The 1- from Morningstar Direct.
Month Implied Correlation Index jumped That’s in contrast to most periods. Some
to 87 points, while the VIX hit 83. Don’t 47% of actively managed large-cap mutual
expect that kind of spike without some funds outperformed their benchmark in all
sort of crisis, but the low-index-volatility, of 2022, which was the best year since 2017,
high-dispersion backdrop won’t last for- according to BofA Securities data. There
ever. “We don’t need a shock to get more are some star stockpickers out there, but,
index volatility, just a return to normal,” collectively, fund managers have tended to
Rowe says. lag passive strategies.
One catalyst for a volatility rebound Actively managed ETFs have prolifer-
could be second-quarter earnings season, ated in the U.S. to more than 1,000 since
which begins in mid-July. Many stocks are the Securities and Exchange Commission
up a lot going into their coming reports. implemented rule changes in 2019. Unlike
There’s potential for a sell-the-news earn- mutual funds, the portfolios trade like any
ings season should management teams other stock or ETF—meaning they can be
Learn more at remain cautious or results disappoint. sold short. Perhaps there’s a pair trade
Whatever the cause, Deutsche Bank strat- there: Short a given active ETF and buy a
ibkr.com/get-more egist Parag Thatte argues that the S&P
500 is due for a modest selloff. The index
passive ETF that tracks its benchmark in-
dex. If the active fund underperforms, in-
hasn’t had a 3% drawdown since March— vestors pocket the difference. Replicate the
putting the duration of the current rally in approach across a large basket of ETFs, and
Member NYSE, FINRA, SIPC. [1] For more information on the Stock Yield Enhancement Program, see ibkr.com/syep. This is an
nearly the 90th percentile since World the historical record is on your side.
unpaid testimonial, it may not be representative of the experience of other customers, and is not to be considered a guarantee War II. For now, active managers are finally
of future performance or success. There is a substantial risk of loss in foreign exchange trading. The settlement date of foreign “Correlations are now at lows previously beating the index in an environment that’s
exchange trades can vary due to time zone differences and bank holidays. When trading across foreign exchange markets, this
may necessitate borrowing funds to settle foreign exchange trades. The interest rate on borrowed funds must be considered seen only in late 2017/early 2018, right be- made for stock-picking. Over the long term,
when computing the cost of trades across multiple markets. fore the ‘volmageddon’ selloff,” Thatte investors may be better served betting
06-IB23-1630
writes. “A pickup in correlations would against them than alongside them. B
INTERNATIONAL TRADER
EU Has a Troubled Plan Put
For Russia’s Frozen Assets
Automation
BY CRAIG MELLOW Von der Leyen is reportedly pushing for
I
f you think following the Wagner mu-
tiny was complicated, wait for the
battle over frozen Russian central
bank reserves.
a European Union–wide agreement by
next month. Germany itself isn’t keen,
however, judging by a recent flurry of
press leaks from anonymous officials. The
European Central Bank doesn’t like the
to Work
The Western world and Japan “immobi- plan either, fearing any asset grab would
lized,” to use the term of art, some $300 damage the euro as a reserve currency. “It
billion in Russian central bank deposits may lead to diversification away from
soon after Vladimir Putin invaded Ukraine euro-denominated assets and increase
in February 2022. Ukraine’s rebuilding financing costs for European sovereigns,”
expenses from the war are $411 billion and reads a recent internal ECB memo, also
Robotics & Artificial
counting, according to the World Bank. strategically leaked.
Using Russia’s money to offset those A similar tussle may be brewing in the Intelligence ETF
enormous costs seems simple enough, as a U.S., Keitner says: Bipartisan legislation to
matter of justice. The legality and long-
term advisability of such a strategy are
anything but.
If security of borders is a bedrock prin-
ciple of the post–World War II interna-
tional order, so is the security of assets,
redeploy Russian reserves is steaming
through Congress; the Federal Reserve,
which actually holds them, remains skep-
tical. “Central bankers hate this because
they devote their careers to maintaining
stability in markets,” she comments.
BOTZ
sovereign assets especially. “A lot of schol- Daleep Singh, a U.S. deputy national
ars have been scratching their heads over security adviser turned chief global econo-
the past year over how to do something mist at asset manager PGIM, shrugs off
like this legally,” says Chimène Keitner, the threat of other countries taking their
1 (888) 493-8631
who teaches international law at the Uni- savings elsewhere. The dollar and euro
versity of California College of the Law, account for 80% of global reserves be- GLOBALXETFS.COM
San Francisco. tween them, with no viable competitor in
Head-scratching extends to where all sight, he argues.
that money actually is, and who controls it. He proposed his own workaround in a
Most of it, maybe $200 billion, seems to be recent Barron’s essay: using the Russian ®
parked in the euro zone. Moscow was sovereign reserves as collateral for future Beyond Ordinary ETFs
wary of holding dollars before the current Ukrainian reconstruction borrowing. “So
conflict. Member states hold jurisdiction long as other reserve holders don’t invade Investing involves risk, including possible loss of principal. The Fund
over assets on their soil. another country, they should feel safe,” he invests in companies engaged in Information Technology, which can be
So the theoretical biggest player is Bel- says in a separate interview. affected by rapid product obsolescence and intense industry competition.
gium, because clearing house Euroclear is In the real world, those $300 billion- BOTZ is non-diversified.
headquartered in Brussels. Belgium is plus-interest in Russian reserves loom as a
most unlikely to act unilaterally, though, significant chip in eventual talks to end the Carefully consider the Fund’s investment objectives, risk factors, charges
observes Timothy Ash, senior sovereign Ukrainian war. They are a ready-made pile and expenses before investing. This and additional information can be
strategist at BlueBay Asset Management. of reparations, though Russia would have found in the Fund’s full or summary prospectus, which are available at
European Commission President Ursula to experience a crushing battlefield defeat
globalxetfs.com. Read the prospectus carefully before investing.
von der Leyen is floating a first-step com- before accepting that. On the other hand, if
promise: taxing the investment gains on Moscow wants its money back, it will have Shares of ETFs are bought and sold at market price (not NAV)
Russia’s immobilized billions for Ukraine’s to satisfy Western conditions. and are not individually redeemed from the Fund. Brokerage
benefit, without touching the principal. The past week’s events show the situa- commissions will reduce returns. Distributed by SEI Investments
That could produce some $6 billion a year, tion on the ground could change rapidly. Distribution Co.
assuming the current 3% yield on Europe’s It’s good that Ukraine’s allies are thinking
lowest-risk instrument, German bunds. about Russia’s immobilized reserves now. B
T H E ST RIKING PRIC E
As a potential civil war erupted in Russia, most of
Wall Street was debating the power of artificial
intelligence to help or harm stock prices.
How to Turn a Volatile Equity Options

CBOE Volatility Index The Equity-Only Put-Call Ratio
World to Your Advantage VIX Close VIX Futures

36
Put-Call Ratio S&P 500 Index
235
210
185
28
160
BY STEVEN M. SEARS Reinvest the dividends. If you have the
wherewithal, curate the stock with put and 135
A
chasm exists between what we call options. The goal with options is sim- 20
110
know about the world around us ple: Try to match or exceed the quarterly
and what we think we know. stock dividend. If the dividend is 90 cents, 85
The point was raised once for example, try to match or exceed that 12 60
more as the world recently watched in payment without taking on too much risk A S O N D J F M A M J A S O N D J F M A M J
surprise as the fierce mercenary Wagner in the options market. Daily Values Source: CBOE Source: McMillan Analysis Corp.
Group rumbled toward Moscow in what The world is volatile, and options, per-
seemed an effort to topple Vladimir Putin, haps more than other investments, allow
one of the world’s most powerful leaders. investors to harness volatility, which might SPX Skew NDX Skew
Few investors, if any, had even consid- otherwise encourage bad decisions. Inves- Implied volatility % Implied volatility %
ered that Putin could face a revolt from tors too often react badly to unexpected 13% 11%
mercenaries who have long been thought stock swoons or surges. Options can help 12
of as administers of the Russian presi- them manage stocks to lessen that urge. 10
11
dent’s will across the globe. Had the Wag- Pick just about any quality stock that 9
ner Group’s war convoy not stopped a few you own or that intrigues you. To buy the 10
hours outside Moscow, we might have wit- stock below the current price, sell a put 9 8
nessed the start of the collapse of one of option that expires in one month and that 8
7
the world’s greatest powers. has a strike price that is 5% to 10% below
7
As a potential civil war erupted in Rus- the stock price. (Puts let investors sell 6
6
sia, most of Wall Street was debating the stocks at predetermined prices and times.)
power of artificial intelligence to help or If the stock advances, you keep the put 5 5
harm stock prices. Almost no one had pre- premium. If it falls, buy the stock. Either A S O N D J F M A M J A S O N D J F M A M J
pared for what might happen if a nuclear way, you generate income or get paid by Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
power were controlled by mercenaries who the options market to buy a good stock that Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference between the implied
volatility of puts and calls that are 10% out of the money and expire in three months. Higher readings are bearish.
operate an international business empire. you wanted to own.
Yet we persist with this false notion that To generate income, or to sell a stock
we have meaningful insights because we above the current market price, sell a call Week’s Most Active
live with algorithms, data, powerful com- option that expires in one month and that Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
puters, and a continuous news cycle. Most has a strike price that is about 10% above Black Diamond Therapeutics BDTX 36371 17629 18742 116 94 313.5
AC Immunce ACIU 8316 6533 1783 76 97 109.4
everyone has become so overconfident on the stock price. (Calls let investors buy Apartment Investment AIV 22918 22825 93 424 65 54.1
what they think they know that they feel stocks at predetermined prices and times.) Xponential Fitness XPOF 30781 20188 10593 684 51 45.0
and talk like experts on politics and pan- If the stock advances, you can sell the Immunome IMNM 2841 2437 404 96 98 29.6
Cara Therapeutics CARA 9454 9179 275 452 92 20.9
demics and medicine and investing and stock at the higher price, or, even better, American Equity Invt Life AEL 4301 1263 3038 216 0 19.9
whatever else. Ask your doctor friends adjust the call to avoid assignment and sell Bausch & Lomb BLCO 4991 1793 3198 264 0 18.9
about how many times they have argued another call at a higher strike price. Kaleyra KLR 9066 3479 5587 488 95 18.6
Enfusion ENFN 3368 2338 1030 232 30 14.5
with, or been lectured by, patients who Of course, all of this takes some energy,
Albertson’s ACI 30829 27362 3467 3328 11 9.3
consult Dr. Internet. and maybe even a little real expertise. But Joby Aviation JOBY 116742 77705 39037 12856 98 9.1
We have long argued that investors not much. Just set aside the overconfident World Wrestling Entertainment WWE 13926 9418 4508 1536 23 9.1
would be much more successful if they pontification and focus on discipline and Protagonist Therapeutics PTGX 10841 7469 3372 1244 79 8.7
Freyr Battery FREY 28007 18276 9731 3912 24 7.2
focused on financial facts made truer by action to turn your portfolio into a com- NanoString Technologies NSTG 14925 13157 1768 2076 84 7.2
time—for example, that dividends and pounding machine. B XPO XPO 34326 22972 11354 5944 47 5.8
inflation have historically generated about Rite Aid RAD 27814 20280 7534 5132 85 5.4
Abcam ABCM 4369 4278 91 844 84 5.2
50% of historical stock returns—rather Steven M. Sears is the president and chief oper-
FingerMotion FNGR 20158 18569 1589 4560 94 4.4
than chasing after the next hot stock. Such ating officer of Options Solutions, a specialized
actions might even help us to avert Amer- asset-management firm. Neither he nor the firm This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the unusually heavy trading in these options might be a predictor of
corporate activity – takeovers, earnings surprises, earnings pre-announcements, biotech FDA hearings or drug trial result announcements, and so forth. Dividend arbitrage has been eliminated. In
ica’s retirement crisis. has a position in the options or underlying securi- short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to their usual pricing levels. Furthermore, many of these
situations may be rumor-driven. Most rumors do not prove to be true, so one should be aware of these increased risks if trading in these names
Pick just about any blue-chip stock. ties mentioned in this column. Ratio is the Tot Vol divided by Avg Tot Vol. IV %ile is how expensive the options are on a scale from 0 to 100. Source: McMillan Analysis
I NS ID E SC O O P
equivalent of 2,183,333 shares. All POWER PLAY
but 50,000 of those Motorcar Parts
M&A Could
shares may be granted upon con-
version of 10% convertible promis-
sory notes. The 50,000 common
Come Back
shares were purchased by Bison
Capital on June 23 at a price of
Larry Ellison, Oracle’s

$7.00 apiece. With the fresh invest-
ment, Bison Capital now owns
10.1% of Motorcar Parts. Bison ac-
quired the convertible notes, $32 In 2nd Half
Founder, Sells More Stock
million in principal, at the end of
March through a private transac-
tion with Motorcar Parts. In con- BY CARLETON ENGLISH
I
junction with the notes purchase,
Bison Capital co-founder Doug t has been a tough start to the
Trussler was appointed to Motor- year for deal making, but
BY ED LIN company’s largest shareholder. car Parts’ board on March 31. Wall Street is hopeful that
L
The stock options had been set to things will turn around in
arry Ellison, Oracle’s expire on July 1. the back half of 2023.
founder and current chair-
man, followed his first stock
Oracle didn’t respond to a request
to make Ellison available for com- Oracle founder Decreases in U.S. merger-and-acquisi-
tion volume totaled $219 bil-
sales in two years with an-
other large sale.
Oracle stock (ticker:
ment.
The sales came on the heels of
similar transactions between June 20
and current chair-
man Larry Ellison
just sold another
Holdings lion in the second quarter, accord-
ing to a tally by KPMG. That’s
down 8% from the prior quarter
ORCL) has climbed more and June 22 that also saw Ellison $208 million of Eagle Bulk Shipping and 50% from the year-ago quarter.
than 40% this year, thanks to a surge exercise stock options, and then sell shares of the soft- (EGLE) It’s less than a third of the $736
in earnings from artificial-intelligence $640 million of stock. Those were his ware giant. It fol- Oaktree Capital liquidated its billion in volume seen during fren-
customers. first sales in two years. lowed his first interest in the shipping-vessel oper- zied deal making in the first quar-
On June 23, Ellison used options Ellison hasn’t managed Oracle for sales in two years. ator through a June 22 securities ter of 2021. That has been bad news
that he had been awarded earlier to buy fir some time. Barron’s has noted that purchase agreement. Through that for investment bankers who count
1.75 million Oracle shares for $52.7 while Ellison often overshadows CEO agreement, Eagle Bulk Shipping on advisory fees. Already Citi-
million, or $30.11 a share. He then sold Safra Catz, she is most responsible for purchased 3,781,561 of its shares, group (ticker: C), Goldman Sachs
the same number of shares that day for transforming the software company nearly 28% of the outstanding Group (GS), Morgan Stanley
$208 million, at an average price of into a cloud and AI player. Catz stock, directly from Oaktree Capital (MS), and other banks have culled
$118.79 each. brought Oracle’s traditional enter- at a price of $58 apiece. Those their workforces amid a deal-mak-
Ellison’s stock ownership remains at prise-software customers online to the shares were Oaktree Capital’s long ing slump.
1.15 billion shares, according to a form company’s cloud-computing business, remaining stake in the shipping The reasons for languishing cor-
he filed with the Securities and Ex- which now competes with Ama- firm, a position that hadn’t changed porate marriages are manifold:
change Commission. His Oracle stake zon.com (AMZN), Microsoft since early April 2021. rapidly rising interest rates make
is more than 40%, making him the (MSFT), and Alphabet (GOOGL). B acquisitions expensive to finance,
Dice Therapeutics (DICE) uncertain economic conditions
Northpond Ventures slashed its make buyers and sellers hesitant to
position in the pharmaceutical move forward, and regulators have
company as it took advantage of taken a harsher stance on mergers
Activist Holdings Cardlytics CEO Karim Temsamani,

named to the role in September 2022,
and believes his “history of building
the news that Eli Lilly (LLY) will
acquire Dice Therapeutics for $2.4
billion, or $48 per share in cash.
on antitrust grounds.
But despite the lack of transac-
tions, investment bankers are say-
Cardlytics (CDLX) growth-oriented technology busi- Northpond Ventures offloaded ing that deal pipelines are strong.
CAS Investment Partners re- nesses will enable him to execute on 2,492,871 Dice Therapeutics shares A rebound might be coming
These disclosures are
ported as an active investor on June much needed change” at the company. from 13Ds filed with
on June 22 at prices ranging from soon, since the Federal Reserve
16 when it disclosed 5,416,116 the Securities and $46.44 and $46.63 each, cutting its appears to be closer to the end of its
shares in the digital-marketing Exchange Commission. holding down to a mere 800,000 rate-hiking cycle, mitigating some
13Ds are filed within
company, equal to 16% of the out-
standing stock. CAS Investments Increases in 10 days of an entity’s
attaining more than
shares, just 1.7% of the outstand-
ing. Lilly announced its $2.4 bil-
uncertainty. Even former Fed chair
and current Treasury Secretary
Holdings
switched to an active investor as it 5% in any class of a lion deal to acquire Dice Thera- Janet Yellen sees banking mergers
company’s securities.
plans to meet with Cardlytic’s C- Subsequent changes peutics before the market opened picking up.
suite to discuss “opportunities to in holdings or inten- on June 20, propelling Dice stock Cathy Bedrick, U.S. financial due
tions must be re-
enhance stockholder value,” in- Motorcar Parts of America ported in amended
to open at $46.55, a 37.5% jump diligence leader at KPMG, said in a
cluding through improved opera- (MPAA) filings. This material is from the previous trading day’s recent presentation, “People are
tional efficiencies, capital structure, Bison Capital Partners raised its from June 22 through closing price. Lilly said the trans- still going to do deals at 5% and 6%
June 28, 2023.
and board composition. CAS In- economic interest in the maker of af- Source: VerityData action is expected to close in the rates, but they’re not going to do
vestment noted that it supports termarket automotive parts to the (verityplatform.com). third quarter. deals when they don’t know where
it’s going to go.”
Bankers are hoping she’s right.
CH ARTING T HE MA R K E T
A graphic look at selected stock activity
for the week ended June 30, 2023
Edited by Bill Alpert
Wells Fargo Carnival Micron Technology Walgreens Boots Alliance

WFC (NYSE) • $42.68 • 2.07 CCL (NYSE) • $18.83 • 3.03 MU (NASD) • $63.11 • -2.17 WBA (NASD) • $28.49 • -2.91
The Federal Reserve’s annual “stress test” of 23 big The cruise line and its peers were the S&P 500’s As the U.S. and China ponder chip export restric- The pharmacy chain blamed subsiding Covid worries
banks found that their minimum required capital best quarterly gainers. Carnival’s customer deposits tions, the memory maker reported a smaller-than- for a disappointing $1 a share in May-quarter earn-
would survive losses of a (simulated) recession. reached a record height. Now to pay down debt. expected May-quarter loss of $1.43 a share. ings. It trimmed 2023 EPS guidance 12%, to $4.05.
Stock Price $ Stock Price $ Stock Price $ Stock Price $

50 20 78 48
47 17 72 44
44 14 66 40
41 11 60 36
38 8 54 32
35 5 48 28
Volume in Millions Volume in Millions Volume in Millions Volume in Millions

268 482 148 106
134 241 74 53
0 0 0 0
J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J
XPeng Lordstown Motors Joby Aviation Virgin Galactic Holdings

XPEV (NYSE) • $13.42 • 3.52 RIDE (NASD) • $2.13 • -0.85 JOBY (NYSE) • $10.26 • 3.94 SPCE (NYSE) • $3.88 • -0.46
The electric-vehicle maker launched a car in China An EV aspirant once touted by Goldman, Lordstown U.S. regulators certified the airworthiness of the first Investors sold on the news of the space-tourism
that’s comparable to Tesla’s Model Y, but lists for filed for bankruptcy and sued Taiwan-based manu- electric vertical-takeoff aircraft made on Joby’s pioneer’s first commercial flight, which launched
one-third less than the Tesla sport utility vehicle. facturer Foxconn for refusing to invest more money. assembly line. Korean backers invested $100 million. and landed successfully.

36 56 13 13
30 45 11 11
24 34 9 9
18 23 7 7
12 12 5 5
6 1 3 3

368 58 180 276
184 29 90 138
0 0 0 0
Regeneron Pharmaceuticals Viking Therapeutics Unity Software SL Green Realty

REGN (NASD) • $718.54 • -61.19 VKTX (NASD) • $16.21 • -4.19 U (NYSE) • $43.42 • 5.95 SLG (NYSE) • $30.05 • 6.50
A high-dose version of the eye drug Eylea—needed Powerful drugs being tested by Eli Lilly to treat Wells Fargo rated the software platform a Buy, Real-estate investment trusts focused on urban
by Regeneron to fend off competition from Roche— diabetes and obesity raised worries about demand with a $48 target, as Unity supplemented its mo- offices aren’t popular. Investors cheered as SL
was rejected by the Food and Drug Administration. for drugs developed by Viking and others. bile-game marketplace with one for AI developers. Green got $1 billion for a half share of a NYC tower.

845 27 109 74
786 22 91 63
727 17 73 52
668 12 55 41
609 7 37 30
550 2 19 19

8 146 150 40
4 73 75 20
0 0 0 0
The charts record the net change in share price, the high, low and closing trades, and share volume for companies with noteworthy stock activity last week. In addition, the graphs depict last week’s daily price activity in detail. The dotted line on some graphs denotes the stock’s 200-day moving average; lack of a moving average means the shares have traded for less than
that time period. If the close from the current week is lower than a year ago the graph will be presented in red. If the close from the current week is higher than a year ago then the graph will be presented in green.
W I N N E R S & LO S E R S
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NYSE Biggest % Movers NYSE Most Active NYSE American Most Active Nasdaq Most Active
Winners Volume Percentage Leaders Volume Percentage Leaders Volume Percentage Leaders
Name (Sym) Volume Close Change %Chg. Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change
Kaleyra(KLR) 8472 6.74 +2.71 +67.2 GenAsia I A(GAQ) 3230 7215.5 10.52 +0.02 GalataAcqn(GLTA) 1503 657.8 10.59 +0.03 Pharvaris(PHVS) 1285 1912.3 15.14 +3.54
JobyAviation(JOBY) 179694 10.26 +3.94 +62.3 SDCLEDGEAcqn(SEDA) 1504 1399.7 10.44 +0.01 FriedmanInds(FRD) 195 316.1 12.60 +2.94 AuraFatProjectsA(AFAR) 1829 1370.0 10.58 –0.02
IonQ(IONQ) 94562 13.53 +4.16 +44.4 AresAcqnA(AAC) 12744 1145.9 10.57 +0.05 BlackSpadeA(BSAQ) 1582 263.3 10.34 +0.01 Fortrea(FTREV) 3015 1351.0 34.01 +0.26
AlticeUSA(ATUS) 34672 3.02 +0.89 +41.8 AfterNextA(AFTR) 1904 954.2 10.36 +0.00 51TalkOnlineEd(COE) 121 193.3 8.90 +1.91 FibroGen(FGEN) 61911 1036.5 2.70 –13.35
Greenbrier(GBX) 3776 43.10 +11.69 +37.2 XponentialFit(XPOF) 25826 783.4 17.25 –8.35 AultAlliance(AULT) 421 109.3 5.15 –2.85 GlblBlockchain(GBBK) 939 964.0 10.44 0.00
XPeng(XPEV) 97512 13.42 +3.52 +35.6 Doma(DOMA) 1742 737.6 4.94 –0.63 AditEdTechA(ADEX) 79 71.1 10.56 –0.03 Strattec(STRT) 280 872.4 18.14 +0.64
FreyrBattery(FREY) 24780 9.35 +2.33 +33.2 CorsairPtrA(CORS) 3013 728.9 10.36 +0.01 DeltaApparel(DLA) 125 45.0 10.48 –0.52 AN2 Therap(ANTX) 2644 852.7 8.50 +1.05
Offerpad(OPAD) 725 12.96 +2.97 +29.7 JobyAviation(JOBY) 179694 712.1 10.26 +3.94 EVI Industries(EVI) 173 34.8 22.00 –0.30 CompassDigitalAcqn(CDAQ) 1434 788.7 10.35 +0.01
LiveOakCrestA(LOCC) 1540 632.4 10.25 –0.02 Cryo-Cell(CCEL) 53 29.8 6.08 –0.16 MercurySystems(MRCY) 10901 471.6 34.59 –0.28
Losers TristarAcqnI(TRIS) 968 577.5 10.47 –0.01 BattalionOil(BATL) 120 27.1 5.71 +0.06 TyraBiosciences(TYRA) 1231 426.1 17.03 –0.48
Name (Sym) Volume Close Change %Chg.
FreedomI A(FACT) 1183 465.9 10.60 +0.07 ContangoOre(CTGO) 100 22.5 25.48 +0.98 MGE Energy(MGEE) 2244 422.4 79.11 +3.24
XponentialFit(XPOF) 25826 17.25 –8.35 –32.6 AndrettiAcqnA(WNNR) 2353 451.6 10.64 0.00 EvolutionPetrol(EPM) 2096 21.6 8.07 +0.16 LFCapAcqnIIA(LFAC) 755 393.2 10.68 +0.03
Leju(LEJU) 675 2.31 –0.97 –29.6 CircorIntl(CIR) 7486 390.3 56.45 +8.51 BK Tech(BKTI) 58 17.6 16.56 –0.05 ChengheAcqnA(CHEA) 1203 376.5 10.70 +0.05
SuperGroup(SGHC) 4526 2.90 –0.92 –24.1 ComputeHlthA(CPUH) 669 347.4 10.67 +0.02 GencorInds(GENC) 298 17.1 15.58 +1.04 FTACEmeraldA(EMLD) 1023 363.4 10.35 0.00
EmergentBiosol(EBS) 7677 7.35 –1.97 –21.1 M3-BrigadeIII A(MBSC) 914 280.5 10.45 –0.01 BluerockHomes(BHM) 185 15.1 16.14 +0.46 CoStar(CSGP) 47078 344.9 89.00 +2.25
OneConnectFin(OCFT) 2074 3.30 –0.80 –19.5 AmerEquity(AEL) 11011 277.9 52.11 +11.44 CaledoniaMining(CMCL) 555 8.1 11.62 –1.03 UTA Acqn A(UTAA) 1780 344.0 10.55 –0.03
ATI PhysTherapy(ATIP) 418 9.15 –1.98 –17.8 EmpresaDisCom(EDN) 594 272.8 15.42 +0.77 CoreMoldingTech(CMT) 399 –0.1 22.75 +2.56 Collplant(CLGN) 173 337.8 8.16 +0.19
Waterdrop(WDH) 7191 2.08 –0.35 –14.4 LomaNegra(LOMA) 3462 240.5 6.80 +0.15 IssuerDirect(ISDR) 28 –4.9 18.79 –0.71 ChipMOSTechs(IMOS) 307 330.5 23.69 –1.72
Lanvin(LANV) 1722 4.82 –0.80 –14.2 ATI PhysTherapy(ATIP) 418 228.2 9.15 –1.98 EVeMobilityA(EVE) 1564 –8.4 10.51 +0.09 Overstock(OSTK) 31646 320.3 32.57 +8.66
MiX Telematics(MIXT) 262 221.9 6.32 +0.24 Chase(CCF) 143 –9.4 121.22 –0.73 Telesat(TSAT) 344 312.6 9.42 +0.48
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. Carnival(CCL) 441593 18.83 +3.03 +19.2 Senseonics(SENS) 41731 0.76 –0.05 –6.6 Tesla(TSLA) 747974 261.77 +5.17 +2.0
FriedmanInds(FRD) 195 12.60 +2.94 +30.4 FordMotor(F) 265041 15.13 +1.11 +7.9 TherivaBio(TOVX) 41671 1.00 +0.30 +42.9 Lucid(LCID) 396493 6.89 +1.42 +26.0
51TalkOnlineEd(COE) 121 8.90 +1.91 +27.3 PalantirTech(PLTR) 260370 15.33 +1.30 +9.3 Tellurian(TELL) 30386 1.41 +0.09 +6.8 AdvMicroDevices(AMD) 307022 113.91 +3.90 +3.5
ArenaGroup(AREN) 671 4.58 +0.92 +25.1 NIO(NIO) 253955 9.69 +1.26 +14.9 DSS(DSS) 29829 0.36 +0.12 +48.4 Apple(AAPL) 280820 193.97 +7.29 +3.9
AmbiparEmergency(AMBI) 353 9.70 +1.50 +18.3 VirginGalactic(SPCE) 250004 3.88 –0.46 –10.6 B2Gold(BTG) 24691 3.57 0.00 0.0 Amazon.com(AMZN) 253411 130.36 +1.03 +0.8
TimberPharm(TMBR) 700 2.43 +0.37 +18.0 BankofAmerica(BAC) 243042 28.69 +0.94 +3.4 NavideaBiopharm(NAVB) 23132 0.09 –0.00 –3.2 NVIDIA(NVDA) 251504 423.02 +0.93 +0.2
CoreMoldingTech(CMT) 399 22.75 +2.56 +12.7 JobyAviation(JOBY) 179694 10.26 +3.94 +62.3 DenisonMines(DNN) 18891 1.25 +0.07 +5.9 SoFiTech(SOFI) 249906 8.34 +0.06 +0.7
RegionalHealth(RHE) 43 3.60 +0.38 +12.0 Pfizer(PFE) 175732 36.68 –1.62 –4.2 UraniumEner(UEC) 18293 3.40 –0.01 –0.3 Nikola(NKLA) 234958 1.38 +0.09 +7.0
DecisionPointSys(DPSI) 43 5.50 +0.51 +10.2 AT&T(T) 153952 15.95 +0.50 +3.2 Zomedica(ZOM) 16132 0.20 +0.00 +1.3 BlackDiamond(BDTX) 234946 5.05 +3.23 +177.5
Uber(UBER) 137400 43.17 –0.17 –0.4 Globalstar(GSAT) 15206 1.08 +0.11 +11.2 Intel(INTC) 177661 33.44 +0.44 +1.3
Losers Snap(SNAP) 135487 11.84 +1.02 +9.4 Cybin(CYBN) 12034 0.38 +0.09 +33.1 Rivian(RIVN) 170635 16.66 +3.13 +23.1
SouthwesternEner(SWN) 128191 6.01 +0.51 +9.3 NewGold(NGD) 11764 1.08 +0.02 +1.9 OpendoorTech(OPEN) 160717 4.02 +1.09 +37.2
KartoonStudios(TOON) 10358 1.91 –1.33 –41.0 C3.ai(AI) 123465 36.43 +3.04 +9.1 NovaGoldRscs(NG) 11555 3.99 –0.59 –12.9 Alphabet A(GOOGL) 154180 119.70 –2.64 –2.2
AultAlliance(AULT) 421 5.15 –2.85 –35.6 Carvana(CVNA) 113906 25.92 +4.51 +21.1 KartoonStudios(TOON) 10358 1.91 –1.33 –41.0 MicronTech(MU) 141809 63.11 –2.17 –3.3
LoopMedia(LPTV) 827 2.39 –0.51 –17.6 NorwegCruise(NCLH) 105537 21.77 +2.37 +12.2 DunxinFinl(DXF) 10265 0.14 –0.00 –1.3 Canoo(GOEV) 134192 0.48 –0.02 –4.1
Azitra(AZTR) 179 3.64 –0.64 –15.0 PG&E(PCG) 104085 17.28 +0.39 +2.3 i-80Gold(IAUX) 8649 2.25 +0.09 +4.2 AmerAirlines(AAL) 127095 17.94 +1.68 +10.3
NovaGoldRscs(NG) 11555 3.99 –0.59 –12.9 PetroleoBrasil(PBR) 101944 13.83 –0.26 –1.8 Ur-Energy(URG) 8012 1.05 +0.04 +4.0 Alphabet C(GOOG) 112439 120.97 –2.05 –1.7
Espey(ESP) 28 16.75 –2.26 –11.9 AMC Ent(AMC) 101302 4.40 +0.39 +9.7 RingEnergy(REI) 7948 1.71 –0.01 –0.6 QurateRetailA(QRTEA) 111388 0.99 +0.12 +14.2
ProtalixBio(PLX) 4750 2.00 –0.24 –10.7 NuHoldings(NU) 99454 7.89 +0.33 +4.4 GeniusGroup(GNS) 7367 0.70 –0.01 –1.0 Microsoft(MSFT) 109405 340.54 +5.52 +1.6
CaledoniaMining(CMCL) 555 11.62 –1.03 –8.1 XPeng(XPEV) 97512 13.42 +3.52 +35.6 EquinoxGold(EQX) 6870 4.58 –0.02 –0.4 CoinbaseGlbl(COIN) 108506 71.55 +10.08 +16.4
Nasdaq Biggest % Movers By Dollar Volume By Dollar Volume

Name (Sym) $ Volume Close Change %Chg.
By Dollar Volume
Winners CheniereEnergy(LNG) 1007499 152.36 +3.80 +2.6 Tesla(TSLA) 188199344 261.77 +5.17 +2.0
BerkHathwy A(BRK.A) 16888660517810.00+7810.00 +1.5
Snowflake(SNOW) 8372001 175.98 –2.27 –1.3 ImperialOil(IMO) 101453 51.16 +3.14 +6.5 NVIDIA(NVDA) 102953046 423.02 +0.93 +0.2
SigilonTherap(SGTX) 5631 22.51 +18.60 +475.7 B2Gold(BTG) 86651 3.57 0.00 0.0 Apple(AAPL) 53005729 193.97 +7.29 +3.9
UnitedHealth(UNH) 8249350 480.64 +3.64 +0.8
Renalytix(RNLX) 33258 2.92 +0.91 +45.3 UraniumEner(UEC) 62068 3.40 –0.01 –0.3 Microsoft(MSFT) 36293129 340.54 +5.52 +1.6
JPMorganChase(JPM) 7591815 145.44 +6.59 +4.7
StructureTherap(GPCR) 1866 41.57 +12.25 +41.8 NovaGoldRscs(NG) 46803 3.99 –0.59 –12.9 AdvMicroDevices(AMD) 33783854 113.91 +3.90 +3.5
Carnival(CCL) 7289466 18.83 +3.03 +19.2
CymaBayTherap(CBAY) 25656 10.95 +3.00 +37.7 TherivaBio(TOVX) 44959 1.00 +0.30 +42.9 Amazon.com(AMZN) 32542933 130.36 +1.03 +0.8
EliLilly(LLY) 7145179 468.98 +10.14 +2.2
AppliedOptoelec(AAOI) 14760 5.96 +1.62 +37.3 Tellurian(TELL) 40990 1.41 +0.09 +6.8 MetaPlatforms(META) 28930609 286.98 –1.75 –0.6
ExxonMobil(XOM) 6898190 107.25 +4.85 +4.7
OpendoorTech(OPEN) 160717 4.02 +1.09 +37.2 EnergyFuels(UUUU) 31847 6.24 +0.21 +3.5 Alphabet A(GOOGL) 18321196 119.70 –2.64 –2.2
BankofAmerica(BAC) 6868823 28.69 +0.94 +3.4
Puyi(PUYI) 30 6.98 +1.88 +36.9 Senseonics(SENS) 31110 0.76 –0.05 –6.6 Alphabet C(GOOG) 13467247 120.97 –2.05 –1.7
Visa(V) 6728968 237.48 +7.93 +3.5
Overstock(OSTK) 31646 32.57 +8.66 +36.2 EquinoxGold(EQX) 31070 4.58 –0.02 –0.4 Netflix(NFLX) 13092777 440.49 +16.47 +3.9
Pfizer(PFE) 6401896 36.68 –1.62 –4.2
Losers HomeDepot(HD) 6274829 310.64 +9.83 +3.3 MAG Silver(MAG) 30079 11.14 +0.28 +2.6 Broadcom(AVGO) 9499300 867.43 +45.28 +5.5
Name (Sym) Volume Close Change %Chg. Uber(UBER) 6017982 43.17 –0.17 –0.4 inTEST(INTT) 28204 26.26 +1.76 +7.2 MicronTech(MU) 9123524 63.11 –2.17 –3.3
Nike(NKE) 5705911 110.37 +0.85 +0.8 SilverCrestMetals(SILV) 24343 5.86 +0.10 +1.7 CoinbaseGlbl(COIN) 7469991 71.55 +10.08 +16.4
FibroGen(FGEN) 61911 2.70 –13.35 –83.2
Oracle(ORCL) 5673905 119.09 +0.45 +0.4 KartoonStudios(TOON) 24066 1.91 –1.33 –41.0 Adobe(ADBE) 6811116 488.99 +4.27 +0.9
GSRIIMeteoraA(GSRM) 2142 3.23 –3.71 –53.5
Mastercard(MA) 5560265 393.30 +13.49 +3.6 DenisonMines(DNN) 23170 1.25 +0.07 +5.9 Intel(INTC) 5888721 33.44 +0.44 +1.3
Nkarta(NKTX) 6284 2.19 –2.43 –52.6
Disney(DIS) 5453539 89.28 +1.18 +1.3 CheniereEnerPtrs(CQP) 21625 46.14 +0.18 +0.4 PaloAltoNtwks(PANW) 5420060 255.51 +11.57 +4.7
AdicetBio(ACET) 20157 2.43 –2.30 –48.6
Alibaba(BABA) 5434434 83.35 –1.57 –1.8 Seaboard(SEB) 18980 3560.72 –89.28 –2.4 PepsiCo(PEP) 5078499 185.22 –0.85 –0.5
CognitionTherap(CGTX) 4456 1.83 –0.92 –33.5
BerkHathwy B(BRK.B) 5377540 341.00 +5.75 +1.7 CentrusEnergy(LEU) 18860 32.56 –0.01 –0.0 PayPal(PYPL) 5011051 66.73 –0.21 –0.3
AST Space(ASTS) 29428 4.70 –2.15 –31.4
J&J(JNJ) 5039125 165.52 +0.04 +0.0 i-80Gold(IAUX) 18200 2.25 +0.09 +4.2 RegenPharm(REGN) 4566223 718.54 –61.19 –7.8
ApyxMedical(APYX) 3148 5.03 –2.27 –31.1
Chevron(CVX) 4909334 157.35 +6.00 +4.0 IvanhoeElectric(IE) 17815 13.04 –0.47 –3.5 ApplMaterials(AMAT) 4467141 144.54 +8.47 +6.2
Rallybio(RLYB) 597 5.66 –2.48 –30.5
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
RE SEARCH REPORTS
For a look back at more analyst
research and reports, go online to
Barrons.com/researchreports
How Analysts Size

Up Companies
Delta Air Lines • DAL-NYSE Overweight • Prices $22.89 for CarGurus, Insider Transactions
$19.76 for Cars.com on June 29
Buy • Price $46.09 on June 27 by J.P. Morgan Purchases Sales
These reports, by Deutsche Bank $ Val $ Val
excerpted and Company Symbol Insiders Shares (000's) Company Symbol Insiders Shares (000's)
We initiate on CARG and CARS at Madison Square Garden Entertainment MSGE 1 322,580 10,000 Credo Technology CRDO 2 1,590,079 26,058
edited by Barron’s,
There was something for everyone at Overweight, as we believe the auto Diamedica Therapeutics DMAC 7 1,647,889 5,693 Deere & Co DE 1 52,967 22,036
were issued recently Axon Enterprise AXON 1 25,000 4,777 Adobe ADBE 3 40,600 19,424
by investment and Delta’s investor day, held on June marketplace sector is a relatively safe Royalty Pharma
Nuvectis Pharma
RPRX
NVCT
1
2
130,000
91,185
3,837
1,573
Synopsys
Crowdstrike
SNPS
CRWD
1
5
40,839
94,479
17,487
13,775
research firms. The 27—the first in Atlanta since Covid— place to hide in the current macro Comtech Telecommunications
Igm Biosciences
CMTL
IGMS
2
1
102,000
112,500
907
900
Atlassian
Tigo Energy
TEAM
TYGO
2
2
82,410
1,275,520
13,591
12,755
reports are a as management shed additional light backdrop, given undemanding valua- Pebblebrook Hotel
Mimedx
PEB
MDXG
1
1
51,000
100,000
650
640
Sei Investments
Oracle
SEIC
ORCL
1
2
206,908
96,200
12,011
11,449
sampling of analysts’ on many of the projects they have tions and some cyclical support as Southwest Gas SWX 1 9,652 560 Doordash DASH 2 137,500 9,978
Cava Group CAVA 4 9,595 369 Darden Restaurants DRI 3 52,923 8,515
thinking; they should Motorcar Parts Of America MPAA 1 50,000 350 Costar CSGP 2 93,800 8,405
not be considered
been working on to transform the new-car inventory builds and both Oneok OKE 1 4,900 292 Fedex FDX 2 30,071 7,318
Clene CLNN 2 341,455 273 Hovnanian Enterprises HOV 1 71,100 6,961
the views or airline from a mere transportation dealers and consumers look to get Brown & Brown BRO 1 4,000 263 Acv Auctions ACVA 2 367,560 6,573
Vistra VST 1 10,000 248 Samsara IOT 2 211,964 5,829
recommendations of company into a premium global con- increasingly efficient in buying and Lexicon Pharmaceuticals LXRX 2 70,000 163 Sterling Infrastructure STRL 1 100,000 5,207
Siriuspoint SPNT 1 17,054 152 Amerisourcebergen ABC 1 27,542 5,146
Barron’s. Some of sumer brand. Delta provided many selling vehicles. We believe these busi- Gray Television GTN.A 2 16,000 142 Amplitude AMPL 1 502,581 4,986
the reports’ issuers Secureworks SCWX 1 15,789 110 Moderna MRNA 1 40,000 4,776
examples that are supportive of its nesses check many boxes: 1) asset-
have provided, or An insider is any officer, director or owner of 10% or more of a class of a company's securities. In most cases, an insider must report any trade to the SEC within two business
hope to provide, transformation, including the fact light; 2) right side of cycle; 3) software- days. The tables highlight companies that filed with the SEC through last Wednesday. The tables do not include pension-plan or employee stock-option activity, trades by
beneficial owners of 10% or more, trades under $2 per share or trades under 100 shares. The "Purchases" column includes only open-market and private purchases; the "Sales"
investment-banking that the airline now ranks as the fifth- as-a-service-like revenue streams; 4) column includes only open-market and private sales, and excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters
or other services to largest US e-commerce retailer be- flexible operating expense (as seen
the companies being hind Amazon, Apple, Walmart, and during the pandemic); 5) generative AI
analyzed.
eBay. And the annual spend on its applications, internally and externally; Insider Transactions Ratio
co-branded American Express 5) stable earnings and free-cash-flow
40
SkyMiles credit card is now ap- growth in the near to medium term; 6)
proaching 1% of US GDP. Airline balance-sheet leverage within bounds;
demand continues to be very strong 7) not shy of buybacks; and 8) unde- 30
as the company heads into the peak manding valuation. Price targets: $29 Bearish
summer travel period, as evidenced for CarGurus, $23 for Cars.com. 20

Ratio = 7
by Delta raising its June-quarter top-
line guidance, from 15%-17% (year Xponential Fitness • XPOF-NYSE 10
over year) to 17%-18%. Trans-Atlantic Buy • Price $15.72 on June 28 Bullish
demand has been exceptionally by Jefferies 0
strong. We are raising our 12-month J A S O N D J F M A M J
price target from $47 to $58. A short-seller report [by Fuzzy Panda Ratio of Insiders Sales to Buys. Readings under 12:1 are Bullish. Those over 20:1 are Bearish. The total top 20 sales and buys are
Research] was recently released sug- 222,278,718 and 31,900,517 respectively; Source: Thomson Reuters
Snowflake • SNOW-NYSE gesting XPOF’s key metrics and unit
Buy • Price $177.02 on June 28 economic performance could be in-
by Goldman Sachs flated. Following our conversation
with management alongside the com- continued levels of elevated off-prem- with a Neutral rating and a $29 price
We reiterate our Buy rating on Snow- pany’s press release, we are comfort- ise mix. While we maintain our Q3 target. We see WMG as a long-term
flake and raise our price target to $210 able that this report is nothing more and Q4 same-store-sales growth esti- beneficiary of secular trends in the
from $185 following its investor day. than speculation and that XPOF mates for now, given the trajectory of music industry (including the adop-
The event bolstered our conviction in should continue to execute upon its transaction trends, we believe upward tion of streaming/emerging platforms
SNOW’s ability to potentially exceed long-term growth initiatives. There- revisions are probable, post-Q2 earn- driving revenue growth; a predictable
its $10 billion product revenue target fore, we remain confident in the com- ings. Our $123 price target is based on business model supported by global
in fiscal 2029 owing to 1) durability of pany’s ability to generate healthy re- a 13.8 times enterprise value/Ebitda IP) and improving operating leverage.
core data warehousing; 2) upside op- sults, and are buyers at current levels. [earnings before interest, taxes, depre- That said, WMG’s revenue growth has
tionality predicated on several adja- Target price: $45. ciation, and amortization] multiple on recently been below industry levels
cent markets, with significant upside our 2024 Ebitda estimate, a 20% pre- due to a delayed release slate and a
pivoted around generative AI; 3) best- Texas Roadhouse • TXRG-Nasdaq mium to TXRH’s five-year pre-Covid choppy advertising market. The im-
in-class net revenue retention; and 4) Outperform • Price $110.35 on June 29 median. We believe such a premium is pact of artificial intelligence has also
large $140 billion data-cloud total ad- by Wedbush appropriate given our expectation of weighed on the group, a risk we ex-
dressable market. Near term, con- accelerating market share gains within pect the industry to manage through
sumption trends improved in May/ Our checks point to Q2 same-store casual dining for the foreseeable fu- but which remains an overhang for
June, which could position Snowflake sales growth ahead of 8.2% consensus. ture. Price target: $123. now. Despite our expectations for
for a stronger second quarter and sec- Based on the strength of our checks, gradual improvement in trends (and
ond half of fiscal 2024 and eventual we increase our Q2 same-stores-sales Warner Music Group • WMG-Nasdaq overall growth for the industry), we
reacceleration in fiscal 2025. growth estimate to 9.5% from 8.5%. Neutral • Price $26.66 on June 28 believe AI risks/uncertainty will limit
Positive callouts included stronger by UBS multiple expansion in the near term,
CarGurus • CARG-Nasdaq dine-in traffic, increased sales due to and see a balanced risk reward. Price
Cars.com • CARS-NYSE higher levels of local marketing, and We are initiating coverage of WMG target: $29.
Barron's 50-Stock Average 51 Dow Jones Per Share Values 50 Mutual Funds 47 Week In Stocks 50
DATA
Cash Track 47 Exchange Traded Portfolios 46 N.Y. Stock Exchange 37 Weekly Bond Statistics 52
Charting the Market 34 Federal Reserve Data Bank 52 Nasdaq National Market 41 Winners & Losers Stocks 35
Coming Earnings 11 Foreign Exchange 51 New Corporate Listings 50
Conference Call Calendar 51 Gold & Silver Prices 52 New Highs & Lows 53
Delta Tactical Sentiment 51 Gold Mining Index 52 NYSE Half-Hourly Volume 50
Distributions & Offerings 50 Indexes P/Es & Yields 50 Other Market Indexes 49
Dividend Boosts - Reductions 52 Initial Public Offerings 50 Pulse of the Economy 51
Dividend Ex-Payment Dates 52 Investor Sentiment Readings 50 Stock Splits - Special Dividends 52
DJ Averages 49 Key Foreign Market Indexes 45 Stock Volume 50
DJ U.S. Total Market Industry Groups 51 Market Lab 49 Trading Diary 49
Contact Us
Dow Jones Averages 49 Money Rates, U.S. & Foreign 51 Vital Signs 29 For queries, email us at
Statistics from June 26-30, 2023 [email protected]
NEW YORK STOCK EXCHANGE COMPOSITE LIST - NEW HIGHS - NEW LOWS
–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
13.17 2.01 AlticeUSA ATUS ... 58 3.02 +0.89 ... 122.50 90.23 Aptargroup ATR 1.3 33 115.86 +3.03 .38 220.42 153.07 Avalonbay AVB 3.5 26 189.27 +7.90 1.65 68.78 53.15 BlackKnight BKI ... 40 59.73 +2.73 ...
A 10.88 9.80 AltimarAcqnIIIA ATAQ ... 24 10.27 +0.04 ... 124.88 77.96 Aptiv APTV ... 46 102.09 +4.69 ... 51.71 36.81 Avangrid AGR 4.7 21 37.68 +0.49 .44 11.05 9.93 BlackMountainA BMAC ... 83 10.60 +0.03 ...
58.36 33.75 AAR AIR ... 23 57.76 +2.64 ... 48.11 40.35 Altria MO 8.3 15 45.30 +1.88 .94 45.72 29.67 Aramark ARMK 1.0 46 43.05 +3.76 .11 31.99 19.32 AvanosMedical AVNS ... 28 25.56 –0.32 ... 7.20 3.17 BlackBerry BB ... dd 5.53 +0.74 ...
50.20 37.68 ABMIndustries ABM 2.1 15 42.65 +2.12 .22 14.72 4.08 AltusPower AMPS ... dd 5.40 +0.24 ... 16.77 10.10 ArborRealty ABR 10.9 9 14.82 +1.17 .42 32.77 17.91 Avantor AVTR ... 23 20.54 +0.87 ... 785.65 503.12 BlackRock BLK 2.9 21 691.14 +10.695.00
17.75 11.15 AmbacFin AMBC ... 1 14.24 +0.60 ... 32.49 19.25 ArcelorMittal MT ... 4 27.34 +0.59 ... 204.37 157.28 AveryDennison AVY 1.9 21 171.80 +3.95 .81 2.98 1.12 BlackSkyTech BKSY ... dd 2.22 +0.29 ...
7.28 4.27 ACCO Brands ACCO 5.8 dd 5.21 +0.23 .075
3.24 2.40 Ambev ABEV 3.4 18 3.18 –0.02.1457 173.90 102.42 ArchResources ARCH .9 2 112.76 +1.28 2.20 49.73 27.65 Avient AVNT 2.4 43 40.90 +2.26.2475 110.90 71.72 Blackstone BX 4.2 cc 92.97 +5.13 .82
10.72 7.23 AcresCmclRlty ACR ... dd 8.84 +0.59 ...
13.37 9.53 Amcor AMCR 4.9 15 9.98 +0.11.1225 4.98 1.62 ArcherAviation ACHR ... dd 4.12 +0.74 ... 45.29 35.72 Avista AVA 4.7 21 39.27 +0.85 .46 31.46 16.61 BlackstoneMtg BXMT11.9 14 20.81 +1.41 .62
10.88 1.85 ADC Therap ADCT ... dd 2.15 +0.10 ...
97.53 73.28 Ameren AEE 3.1 20 81.67 +0.84 .63 98.28 69.92 ADM ADM 2.4 9 75.56 +2.66 .45 33.08 20.66 AxaltaCoating AXTA ... 35 32.81 +1.52 ... 3.82 0.53 BlendLabs BLND ... dd .95 +0.09 ...
10.10 4.89 ADT ADT 2.3 cc 6.03 +0.17 .035
76.54 39.62 Ameresco AMRC ... 33 48.63 +1.50 ... 11.49 6.28 Archrock AROC 5.9 27 10.25 +0.31 .15 51.46 33.15 AxosFinancial AX ... 9 39.44 +2.80 ... 48.76 28.83 BlockHR HRB 3.6 11 31.87 –0.73 .29
92.16 61.96 AECOM ACM .8 32 84.69 –0.30 .18
23.07 16.09 AmericaMovil AMX 1.6 17 21.64 +0.15.1967 30.68 16.33 Arconic ARNC ... dd 29.58 +0.30 ... 13.78 3.82 Azul AZUL ... dd 13.69 +0.41 ... 93.19 51.34 Block SQ ... dd 66.57 +3.71 ...
29.89 18.90 AES AES 3.2 dd 20.73 +0.30.1659
30.81 16.04 AmericanAssets AAT 6.9 25 19.20 +1.12 .33 10.30 6.23 ArcosDorados ARCO 1.9 14 10.25 +0.30 .04 13.78 1.50 AzurePowerGlbl AZRE ... ... 1.77 +0.16 ... 31.47 12.33 BloomEnergy BE ... dd 16.35 +0.91 ...
74.02 53.04 Aflac AFL 2.4 10 69.80 +2.66 .42
11.96 6.61 AmericanAxle AXL ... 17 8.27 +0.54 ... 76.69 43.52 Arcosa ACA .3 13 75.77 +4.18 .05 98.64 4.91 BlueApron APRN ... dd 5.84 –0.54 ...
145.53 88.55 AGCO AGCO .9 10 131.42 +1.655.00 B
17.09 9.46 AmerEagle AEO 3.4 21 11.80 +0.33 .10 36.13 15.70 ArcusBiosci RCUS ... dd 20.31 +1.07 ... 14.04 8.06 BlueOwlCapital OWL 4.8 cc 11.65 +0.63 .14
8.39 3.52 AG Mortgage MITT12.3 dd 6.12 +0.02 .18
53.68 28.05 AmerEquity AEL .7 11 52.11 +11.44 .36 6.98 3.31 ArdaghMetalPkg AMBP10.6 13 3.76 +0.42 .10 35.94 16.24 BluegreenVac BVH 2.2 11 35.65 +2.50 .20
3.23 0.30 a.k.a.Brands AKA ... dd .43 +0.02 ... 2.74 1.00 Bark BARK ... dd 1.33 –0.09 ...
182.15 130.65 AmerExpress AXP 1.4 18 174.20 +6.13 .60 19.41 6.32 ArdmoreShipping ASC 13.0 3 12.35 –0.23 .35 96.34 57.50 BlueLinx BXC ... 5 93.78 +4.13 ...
16.89 3.77 AMC Ent AMC ... dd 4.40 +0.39 ... 26.13 10.91 B&G Foods BGS 5.5 dd 13.92 –0.18 .19
150.98 111.55 AmericanFin AFG 2.1 12 118.75 +2.72 .63 10.58 9.82 AresAcqnA AAC ... dd 10.57 +0.05 ... 10.51 9.71 BluescapeOppsAcqn BOAC ... 84 10.00 +0.03 ...
129.04 81.15 AMN Healthcare AMN ... 12 109.12 +5.22 ... 51.11 39.88 BCE BCE 6.4 21 45.59 +1.01.7243
38.94 28.79 AmHomes4Rent AMH 2.5 40 35.45 +1.73 .22 10.19 10.10 AresAcqnII A AACT ... ... 10.15 +0.01 ... 223.91 120.99 Boeing BA ... dd 211.16 +5.75 ...
2555.30 6.10 AMTD Digital HKD ... ... 6.45 –0.06 ... 6.30 2.00 BEST BEST ... dd 2.13 +0.12 ...
64.88 45.66 AIG AIG 2.5 8 57.54 +2.32 .36 14.01 7.52 AresCommRealEst ACRE13.0 71 10.15 +0.19 .02 90.72 55.14 BoiseCascade BCC .7 6 90.35 +10.283.00
25.80 1.44 AMTD IDEA AMTD ... 2 1.58 +0.04 ... 16.02 8.85 BGSF BGSF 6.3 11 9.53 –0.27 .15
31.59 13.35 AmRltyInv ARL ... 1 21.78 –0.22 ... 97.34 56.43 AresMgmt ARES 3.2 89 96.35 +5.94 .77 88.80 50.20 BootBarn BOOT ... 15 84.69 +5.65 ...
11.18 10.02 AP Acqn A APCA ... cc 10.76 ... ... 71.52 46.92 BHP Group BHP 8.8 8 59.67 +0.36 1.80
100.51 77.91 AmerStWater AWR 1.8 33 87.00 +2.36.3975 45.27 31.26 Argan AGX 2.5 20 39.41 +0.75 .25 112.55 87.99 BoozAllen BAH 1.7 55 111.60 +4.16 .47
3.87 2.11 ARC Document ARC 6.2 13 3.24 +0.33 .05 179.85 68.30 BILL BILL ... dd 116.85 +8.66 ...
43.52 6.70 AmerStratInvt NYC ... dd 7.91 +0.91 ... 37.63 19.00 ArgoGroup ARGO 4.2 dd 29.61 +0.10 .31 3.90 0.69 BoqiiHolding BQ ... dd 1.67 –0.26 ...
9.03 4.45 ASE Tech ASX 5.5 9 7.79 –0.87.5714 8.60 1.40 BitMining BTCM ... dd 2.70 +0.08 ...
282.47 178.17 AmerTowerREIT AMT 3.2 65 193.94 +7.91 1.57 23.58 6.69 ArisWater ARIS 3.5 43 10.32 +1.12 .09 51.14 31.14 BorgWarner BWA 1.4 12 48.91 +3.68 .17
106.88 63.27 ASGN ASGN ... 15 75.63 +5.31 ... 80.41 60.33 BJ'sWholesale BJ ... 17 63.01 +0.12 ...
24.38 15.01 AmerVanguard AVD .7 27 17.87 +0.65 .03 178.36 91.31 AristaNetworks ANET ... 34 162.06 +13.24 ... 42.00 40.00 BorgWarnerWi BWA.WI ... ... 42.00 ... ...
21.53 14.46 AT&T T 7.0 dd 15.95 +0.50.2775 41.38 25.37 BP BP 4.2 4 35.29 +0.48.3966
162.59 122.77 AmerWaterWorks AWK 2.0 31 142.75 –3.01.7075 4.64 2.53 ArlingtonAsset AAIC ... 42 4.63 +0.34 ... 8.13 2.45 BorrDrilling BORR ... dd 7.53 +1.17 ...
44.39 20.52 ATI ATI ... 39 44.23 +4.98 ... 22.20 4.52 BP Prudhoe BPT 76.6 1 4.56 –0.60.2974
5.43 1.95 AmericanWell AMWL ... dd 2.10 –0.02 ... 11.31 2.93 ArloTech ARLO ... dd 10.91 +1.74 ... 422.75 299.26 BostonBeer SAM ... 63 308.44 –4.26 ...
85.50 7.55 ATI PhysTherapy ATIP ... dd 9.15 –1.98 ... 32.99 21.49 AmericoldRealty COLD 2.7 dd 32.30 +1.41 .22 14.62 10.04 ArmadaHoffler AHH 6.7 18 11.68 +0.21 .195 11.07 4.79 BRC BRCC ... dd 5.16 –0.22 ...
48.44 26.03 ATS ATS ... 44 46.09 +0.39 ... 3.42 1.06 BRF BRFS ... dd 1.90 –0.10 ... 29.40 18.36 BostonOmaha BOC ... dd 18.82 +0.32 ...
357.46 219.99 Ameriprise AMP 1.6 17 332.16 +15.14 1.35 7.98 4.38 ArmourResREIT ARR 18.0 dd 5.33 +0.24 .08 91.71 46.18 BostonProps BXP 6.8 12 57.59 +6.09 .98
19.79 12.61 A10Networks ATEN 1.6 25 14.59 +0.07 .06 193.44 135.14 AmerisourceBrgn ABC 1.0 25 192.43 +4.76 .485 94.94 62.03 ArmstrongWorld AWI 1.4 17 73.46 +2.97 .254 25.67 16.43 BRT Apartments BRT 5.1 11 19.80 +0.70 .25
63.99 48.32 AXIS Capital AXS 3.3 21 53.83 +0.17 .44 71.94 49.14 BWX Tech BWXT 1.3 27 71.57 +3.97 .23 54.75 36.15 BostonSci BSX ... 92 54.09 +0.12 ...
162.69 106.98 Ametek AME .6 31 161.88 +5.82 .25 145.05 89.38 ArrowElec ARW ... 7 143.23 +8.15 ... 17.45 10.47 Bowlero BOWL ... dd 11.64 +0.02 ...
30.53 15.12 AZEK AZEK ... cc 30.29 +2.62 ... 3.71 1.24 AmnealPharm AMRX ... dd 3.10 +0.22 ... 40.68 25.67 ArtisanPtrsAsset APAM 5.6 14 39.31 +3.06 .50 8.66 3.89 Babcock&Wilcox BW ... dd 5.90 –0.44 ...
47.57 30.21 AZZ AZZ 1.6 dd 43.46 +3.23 .17 156.15 76.88 BadgerMeter BMI .6 61 147.56 +3.90 .225 34.98 24.00 Box BOX ... cc 29.38 +0.65 ...
4.80 2.15 Ampco-Pitt AP ... 42 3.18 +0.26 ... 23.43 9.64 Artivion AORT ... dd 17.19 +1.36 ... 71.69 46.10 BoydGaming BYD .9 11 69.37 +3.58 .16
16.61 7.65 Aaron's AAN 3.5 dd 14.14 +1.53 .125 85.21 61.78 Amphenol APH 1.0 27 84.95 +4.76 .21 29.51 11.32 Asana ASAN ... dd 22.04 –0.49 ... 3.79 1.08 Bakkt BKKT ... dd 1.23 –0.04 ...
115.69 93.25 AbbottLabs ABT 1.9 33 109.02 +0.97 .51 74.35 46.00 Ball BALL 1.4 41 58.21 +2.40 .20 56.35 40.52 Brady BRC 1.9 14 47.57 –0.53 .23
10.38 5.49 AmplifyEnergy AMPY ... 1 6.77 +0.31 ... 253.67 138.88 AsburyAutomotive ABG ... 6 240.42 +12.06 ... 5.85 3.41 BraemarHtls BHR 5.0 dd 4.02 +0.12 .05
168.11 130.96 AbbVie ABBV 4.4 32 134.73 –1.19 1.48 26.01 4.15 AmpriusTech AMPX ... dd 7.18 –0.93 ... 12.09 2.61 AshfordHosp AHT ... dd 3.73 +0.20 ... 26.78 13.09 Bally's BALY ... dd 15.56 +1.04 ...
38.21 14.02 Abercrombie&Fitch ANF ... 54 37.68 +0.75 ... 18.54 9.72 BancCalifornia BANC 3.5 8 11.58 –0.09 .10 9.80 3.42 BrandywineRealty BDN 16.3 19 4.65 +0.55 .19
18.72 10.26 Amrep AXR ... 3 17.94 +0.41 ... 114.36 80.00 Ashland ASH 1.8 dd 86.91 +4.96 .385 6.48 4.11 BrasilAgro LND 18.8 46 5.18 –0.14.6018
18.11 12.28 AcadiaRealty AKR 5.0 dd 14.39 +0.92 .18 10.71 9.95 AndrettiAcqnA WNNR ... cc 10.64 ... ... 15.11 5.41 AspenAerogels ASPN ... dd 7.89 +0.86 ... 6.60 2.03 BancoBBVA BBAR .0 4 6.13 +0.03.0162
12.18 7.26 AccelEnt ACEL ... 14 10.56 +0.28 ... 7.93 3.93 BancoBilbaoViz BBVA 4.8 7 7.68 +0.47.3333 14.76 6.26 Braskem BAK ... dd 11.65 –0.46 ...
15.77 4.43 AngelOakMtgREIT AOMR15.5 dd 8.24 +0.50 .32 33.00 16.88 AssetMarkFin AMK ... 22 29.66 +1.73 ... 45.75 23.19 BreadFinancial BFH 2.7 3 31.39 +1.94 .21
327.93 242.80 Accenture ACN 1.5 27 308.58 +10.15 1.12 30.27 11.94 AngloGoldAsh AU 2.1 30 21.09 –1.45 .177 25.50 14.47 AssociatedBanc ASB 5.2 6 16.23 +0.59 .21 3.35 2.12 BancoBradesco BBDO 4.5 9 3.01 –0.01.0036
10.40 9.66 AcropolisInfrA ACRO ... 93 10.15 –0.15 ... 22.97 15.64 BancodeChile BCH 7.7 7 20.96 +0.722.1466 18.60 8.43 BridgeInvt BRDG 5.3 25 11.35 +0.75 .15
67.09 44.51 AB InBev BUD 1.1 19 56.72 –0.40.8245 44.50 31.01 AssocCapital AC .6 dd 35.40 +0.39 .10 171.60 7.57 BrightHealth BHG ... dd 12.22 –1.40 ...
202.90 149.30 AcuityBrands AYI .3 14 163.08 +2.80 .13 27.96 15.11 AnnalyCap NLY 13.0 dd 20.01 –0.11 .65 178.76 104.49 Assurant AIZ 2.2 28 125.72 +1.91 .70 3.71 2.50 BancoItauChile ITCL 4.8 5 3.50 –0.02.1646
55.73 40.76 Acushnet GOLF 1.4 18 54.68 +3.83 .195 22.11 13.00 Bladex BLX 4.5 7 22.06 +1.48 .25 95.53 54.19 BrightHorizons BFAM ... 78 92.45 +2.41 ...
23.91 9.84 AnnovisBio ANVS ... dd 14.29 –0.17 ... 67.13 45.21 AssuredGuaranty AGO 2.0 24 55.80 +2.45 .28 4.48 1.13 BrightScholar BEDU ... ... 1.13 –0.24 ...
10.09 6.95 Adecoagro AGRO 3.4 16 9.36 –0.39.1626 11.67 8.56 AnteroMidstream AM 7.8 17 11.60 +0.86 .225 9.70 0.77 Atento ATTO ... dd 1.00 –0.39 ... 27.96 9.72 BancoMacro BMA 2.6 6 26.39 +1.08.0729
47.50 27.15 Adient ADNT ... cc 38.32 +2.19 ... 6.59 4.76 BancSanBrasil BSBR 4.1 ... 6.36 –0.07.0816 26.88 14.73 BrightSphere BSIG .2 10 20.95 +0.62 .01
45.33 19.91 AnteroResources AR ... 3 23.03 +1.77 ... 10.90 9.82 AthenaTechII A ATEK ... cc 10.44 +0.08 ... 9.45 5.21 BrightSpire BRSP11.9 71 6.73 +0.32 .20
44.40 33.71 AdtalemGlbEduc ATGE ... 19 34.34 –0.61 ... 12.96 4.33 AnywhereRealEst HOUS ... dd 6.68 +0.87 ... 157.45 70.50 Atkore ATKR ... 8 155.94 +11.64 ... 20.04 13.37 BcoSantChile BSAC 5.0 10 18.85 +0.501.2511
212.25 63.56 AdvanceAuto AAP 1.4 10 70.30 +4.63 .25 4.09 2.26 BancoSantander SAN 2.3 7 3.71 +0.39.0631 13.27 5.16 BrightView BV ... dd 7.18 +0.27 ...
347.37 262.42 Aon AON .7 28 345.20 +13.77 .615 41.04 23.32 AtlUnionBkshs AUB 4.6 9 25.95 –0.34 .30 73.39 48.38 Brink's BCO 1.3 28 67.83 –0.34 .22
153.36 75.02 AdvDrainageSys WMS .5 19 113.78 +2.44 .14 46.38 32.51 AptIncmREIT AIRC 5.0 11 36.09 +2.45 .45 18.95 15.06 AtlasEnergySolns AESI 3.5 ... 17.36 +1.11 .15 33.23 21.55 BanColombia CIB 4.2 7 26.68 +0.40 .852
44.57 30.69 AdvanSix ASIX 1.7 7 34.98 +1.07 .145 38.60 26.32 BankofAmerica BAC 3.1 9 28.69 +0.94 .22 42.12 21.65 BrinkerIntl EAT ... 19 36.60 +2.55 ...
9.79 6.37 ApartmtInv AIV 19.2 23 8.52 +0.55 .02 121.92 97.71 AtmosEnergy ATO 2.5 20 116.34 +1.92 .74 81.44 62.88 BristolMyers BMY 3.6 19 63.95 –1.09 .57
5.69 3.76 Aegon AEG 4.0 dd 5.07 +0.21.1288 27.48 13.09 APi Group APG ... cc 27.26 +1.82 ... 23.78 19.10 AtmusFiltration ATMU ... ... 21.96 –0.06 ... 38.31 22.93 BankofButterfield NTB 6.4 6 27.36 +0.78 .44
5.90 1.76 Aenza AENZ ... dd 1.90 –0.12 ... 85.45 30.83 BankofHawaii BOH 6.8 8 41.23 +0.08 .70 0.17 0.08 BristolMyersRt CELG.RT ... ... .11 +0.03 ...
13.10 7.91 ApolloComRlEst ARI 12.4 6 11.32 +0.59 .35 3.55 1.52 ATRenew RERE ... dd 2.92 +0.05 ... 30.94 20.08 Bristow VTOL ... 90 28.73 +1.89 ...
66.85 37.87 AerCap AER ... 9 63.52 +2.92 ... 77.60 45.62 ApolloGlbMgmt APO 2.2 dd 76.81 +3.81 .43 40.89 23.66 Autohome ATHM 1.9 13 29.16 +0.34 .53 105.40 81.57 BankofMontreal BMO 3.8 12 90.31 +2.611.0888
56.80 38.48 AerojetRocket AJRD ... 60 54.87 –0.07 ... 52.26 36.22 BankNY Mellon BK 3.3 14 44.52 +1.68 .37 43.30 31.64 BritishAmTob BTI 8.5 9 33.20 +0.05.7006
10.40 9.78 ApolloStratII A APGB ... 34 10.33 +0.05 ... 98.00 65.74 Autoliv ALV 3.1 18 85.04 +2.47 .66 24.49 17.62 BrixmorProp BRX 4.7 17 22.00 +1.23 .26
4.64 0.89 AevaTech AEVA ... dd 1.25 +0.07 ... 18.22 13.66 AppleHospREIT APLE 6.4 22 15.11 +0.75 .08 166.27 94.92 AutoNation AN ... 7 164.61 +10.00 ... 63.75 45.26 BankNovaScotia BNS 6.2 10 50.04 +2.05.7851
180.63 108.12 AffiliatedMgrs AMG .0 6 149.89 +6.96 .01 41.34 15.83 BankUnited BKU 5.0 6 21.55 +0.31 .27 183.33 131.35 BroadridgeFinl BR 1.8 35 165.63 +7.62 .725
149.42 88.09 AppliedIndlTechs AIT 1.0 17 144.83 +7.81 .35 2750.00 2050.21 AutoZone AZO ... 20 2493.36 +69.63 ... 22.72 14.98 Broadstone BNL 7.3 20 15.44 +0.24 .28
10.55 9.79 AfricanGoldA AGAC ... ... 10.55 +0.01 ... 10.95 9.95 BanyanAcqnA BYN ... 43 10.40 +0.02 ...
10.60 9.67 AfterNextA AFTR ... 98 10.36 ... ... 9.44 5.89 Barclays BCS 4.3 ... 7.86 +0.45 .104 5.49 2.27 BrookdaleSrLiving BKD ... dd 4.22 +0.32 ...
160.26 113.02 AgilentTechs A .7 27 120.25 +0.83 .225 10.47 6.96 BaringsBDC BBDC12.5 36 7.84 +0.22 .25 36.50 26.76 BrookfieldAsset BAM 3.9 6 32.63 +0.98 .32
22.53 14.15 Agiliti AGTI ... cc 16.50 +0.51 ... 3.22 0.99 Barnes&NobleEduc BNED ... dd 1.26 +0.12 ... 29.65 16.81 BrookfieldBus BBUC 1.3 2 18.88 +0.06.0625
Five-Day Dow Composite

29.44 15.00 agilon health AGL ... dd 17.34 +0.25 ... 47.36 27.93 BarnesGroup B 1.5 cc 42.19 +1.43 .16 43.71 28.25 Brookfield BN .8 83 33.65 +2.32 .07
61.15 36.69 AgnicoEagleMines AEM 3.2 10 49.98 +0.87 .40 20.75 13.01 BarrickGold GOLD 3.2 cc 16.93 +0.47 .10 50.03 37.55 BrookfieldInfr BIPC 3.4 4 45.58 +0.43.3825
80.44 63.34 AgreeRealty ADC 4.5 36 65.39 +0.36 .243 49.55 25.81 Bath&BodyWks BBWI 2.1 12 37.50 +0.29 .20 43.62 30.03 BrookfieldInfr BIP 4.2 68 36.50 +1.44.3825
46.20 30.08 AirLease AL 1.9 10 41.85 +1.67 .20 11.27 9.91 BatteryFutureA BFAC ... 35 10.60 –0.02 ... 43.73 28.30 BrookfieldReinsur BNRE .0 ... 33.86 +2.06 .07
328.56 218.88 AirProducts APD 2.3 31 299.53 +13.27 1.75 Let the Good Times Roll: The Dow gained 2%, its best week since 21.95 12.20 Bausch+Lomb BLCO ... dd 20.07 +0.73 ... 42.97 27.19 BrookfieldRenew BEPC 4.3 8 31.52 –0.21.3375
186.76 110.98 AlamoGroup ALG .5 19 183.91 +2.48 .22 10.23 4.00 BauschHealth BHC ... dd 8.00 +0.81 ... 69.25 52.82 Brown&Brown BRO .7 28 68.84 +2.41 .115
14.12 6.35 AlamosGold AGI .8 50 11.92 +0.20 .025
March. Strong economic data portends a “soft landing.” Caterpillar gained 67.07 37.35 BaxterIntl BAX 2.5 dd 45.56 +0.52 .29 76.60 61.47 Brown-Forman A BF.A 1.2 42 68.07 +1.61.2055
78.15 60.90 Brown-Forman B BF.B 1.2 41 66.78 +1.74.2055
53.96 37.20 AlaskaAir ALK ... cc 53.18 +3.93 ... 5%, while Walgreens dropped 9.3% after disappointing earnings. 6.02 2.89 BaytexEnergy BTE ... 3 3.26 +0.31 ...
93.15 64.55 Brunswick BC 1.8 10 86.64 +5.90 .40
115.39 76.49 AlbanyIntl AIN 1.1 31 93.28 +3.74 .25 1.66 0.41 Beachbody BODY ... dd .42 –0.04 ...
334.55 171.82 Albemarle ALB .7 7 223.09 +2.91 .40 11.22 9.89 BeardEnerA BRD ... cc 10.51 +0.03 ... 50.35 26.50 Buckle BKE 4.0 7 34.60 +0.66 .35
30.17 19.14 Albertsons ACI 2.2 10 21.82 +0.36 .12 Monday Tuesday Wednesday Thursday Friday 28.50 9.47 BeazerHomes BZH ... 4 28.29 +5.77 ... 8.74 5.09 Buenaventura BVN 1.1 26 7.35 –0.09 .073
58.24 31.14 Alcoa AA 1.2 dd 33.93 +1.09 .10 269.06 215.90 BectonDicknsn BDX 1.4 49 264.01 +7.46 .91 26.87 12.47 Build-A-Bear BBW .0 7 21.42 +1.66 1.50
83.06 55.21 Alcon ALC ... cc 82.11 +1.61 ...
34,480 96.74 50.90 Belden BDC .2 15 95.65 +4.80 .05 138.53 52.70 BuildersFirst BLDR ... 9 136.00 +8.48 ...
20.75 15.80 Alexander&Baldwin ALEX 4.7 dd 18.58 +0.87 .22 37.91 20.20 BellRing BRBR ... 34 36.60 +0.57 ... 106.99 80.41 Bunge BG 2.8 9 94.35 +0.31.6625
260.65 155.60 Alexander's ALX 9.8 17 183.86 +6.344.50 30.00 20.58 BenchmarkElec BHE 2.6 13 25.83 +0.91 .165 14.04 6.09 BurfordCapital BUR 2.1 87 12.18 –0.17.0625
239.94 106.47 BurlingtonStrs BURL ... 42 157.39 –0.59 ...
172.65 108.81 AlexandriaRlEst ARE 4.4 25 113.49 +4.41 1.24 34,260 4.10 0.90 BensonHill BHIL ... dd 1.30 +0.23 ...
8.72 1.63 ButterflyNtwk BFLY ... dd 2.30 +0.20 ...
125.84 58.01 Alibaba BABA ... 21 83.35 –1.57 ... 76.99 55.50 Berkley WRB .7 15 59.56 +1.35 .11
10.19 6.50 Alight ALIT ... dd 9.24 +0.41 ... 522000 393012 BerkHathwy A BRK.A ... cc 517810 +7810.00 ... 26.00 16.40 BylineBancorp BY 2.0 7 18.09 –0.12 .09
123.46 87.33 Allegion ALLE 1.5 22 120.02 +4.52 .45 342.50 259.85 BerkHathwy B BRK.B ... 98 341.00 +5.75 ... C
6.59 1.85 Allego ALLG ... dd 2.75 +0.30 ... 34,040 31.63 18.07 BerkshireHills BHLB 3.5 9 20.73 +0.11 .18
67.45 47.77 Allete ALE 4.7 18 57.97 –0.26.6775 66.21 44.52 BerryGlobal BERY 1.6 11 64.34 +2.12 .25 342.83 245.32 CACI Intl CACI ... 22 340.84 +12.55 ...
45.75 31.18 AllianceBernstein AB 8.4 13 32.16 +0.39 .66 93.32 60.79 BestBuy BBY 4.5 14 81.95 +2.82 .92 47.89 36.45 CAVA CAVA ... ... 40.95 +0.80 ...
56.99 32.63 AllisonTransm ALSN 1.6 9 56.46 +2.52 .23 33,820 29.25 4.78 BigLots BIG 13.6 dd 8.83 +0.24 .30 4.43 2.54 CBD Pao CBD ... 3 3.85 +0.21 ...
142.15 103.20 Allstate ALL 3.3 dd 109.04 +1.51 .89 6.77 0.58 BigBear.ai BBAI ... dd 2.35 +0.01 ... 54.61 39.12 CBIZ CBZ ... 23 53.28 +0.44 ...
37.88 21.59 AllyFinancial ALLY 4.4 7 27.01 +0.64 .30 -12.72
1058.50 575.26 BiglariA BH.A ... cc 950.00 –3.43 ... 32.38 21.20 CBL&Assoc CBL 6.8 dd 22.04 +0.52 .375
183.46 103.90 AlphaMetal AMR 1.2 2 164.36 –0.65 .50 +212.03 -74.08 +269.76 +285.18 218.50 115.22 BiglariB BH ... 18 197.14 +2.93 ... 89.58 66.31 CBRE Group CBRE ... 23 80.71 +5.48 ...
(Previous Friday Close)
20.79 15.03 AlpineIncmProp PINE 6.8 7 16.25 +1.01 .275 33,600 25.84 5.54 Biohaven BHVN ... dd 23.92 +0.72 ... 10.85 9.82 CCNeubergerIII A PRPC ... 36 10.85 +0.05 ...
20.60 8.65 AltaEquipment ALTG 1.3 66 17.33 +1.00 .057 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 572.70 344.63 Bio-RadLab A BIO ... dd 379.12 +13.32 ... 119.60 60.08 CF Industries CF 2.3 5 69.42 –1.14 .40
10.77 9.66 AltC Acqn ALCC ... 90 10.43 –0.17 ... 20.00 1.89 BirdGlobal BRDS ... dd 2.02 –0.12 ... 10.70 9.95 C5AcqnA CXAC ... 98 10.65 +0.05 ...
70.63 34.70 Alteryx AYX ... dd 45.40 +2.55 ... 79.78 58.81 BlackHills BKH 4.1 16 60.26 +0.78 .625 106.32 72.23 CGI A GIB ... 22 105.43 +3.78 ...
D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST B A R R ON S .C OM / D ATA

15.27 3.34 CI&T CINT ... 29 6.27 –0.16 ... 19.40 10.08 ClarosMtg CMTG13.1 13 11.34 +0.49 .37 168.98 111.78 Darden DRI 3.0 21 167.08 +5.78 1.31 17.37 3.88 EmpresaDisCom EDN ... dd 15.42 +0.77 ... 47.66 24.90 FiverrIntl FVRR ... dd 26.01 –0.03 ...
71.19 52.41 CMS Energy CMS 3.3 25 58.75 +0.16.4875 164.80 83.56 CleanHarbors CLH ... 20 164.43 +9.01 ... 82.69 51.77 DarlingIngred DAR ... 14 63.79 +4.95 ... 45.21 35.02 Enbridge ENB 7.1 41 37.15 +0.96.6512 10.47 9.76 FlameAcqnA FLME ... dd 10.27 +0.02 ...
45.46 35.90 CNA Fin CNA 4.4 12 38.62 –0.52 .42 2.14 0.91 ClearChannelOutdr CCO ... dd 1.37 +0.10 ... 103.00 65.28 DaVita DVA ... 19 100.47 +2.74 ... 67.90 44.33 EncompassHealth EHC .9 25 67.71 +2.65 .15 252.41 161.69 FleetCorTech FLT ... 20 251.08 +12.52 ...
17.98 10.60 CNH Indl CNHI 2.7 9 14.40 +0.67.3823 35.00 19.28 ClearSecure YOU .0 dd 23.17 +0.45 .20 529.78 238.43 DeckersOutdoor DECK ... 27 527.66 +21.54 ... 115.86 44.62 Endava DAVA ... 25 51.79 +3.60 ... 38.24 24.72 FlexLNG FLNG 9.8 11 30.53 +0.46 .75
26.35 16.56 CNO Financial CNO 2.5 10 23.67 +1.48 .15 20.00 11.23 ClearwaterAnalytic CWAN ... dd 15.87 +0.10 ... 448.40 283.81 Deere DE 1.2 14 405.19 +0.74 1.25 26.26 18.58 Endeavor EDR ... dd 23.92 +1.69 ... 104.98 62.65 Floor&Decor FND ... 37 103.96 +5.99 ...
19.76 14.36 CNX Resources CNX ... 2 17.72 +1.02 ... 46.48 29.22 ClearwaterPaper CLW ... 10 31.32 +1.92 ... 64.47 41.80 DelekLogistics DKL 7.5 15 54.60 –1.551.025 4.55 2.47 EndeavourSilver EXK ... cc 2.89 +0.08 ... 1.54 0.57 FlotekIndustries FTK ... dd .73 +0.01 ...
79.17 40.20 CONSOL Energy CEIX 6.4 3 67.81 +2.31 1.10 38.65 26.46 ClearwayEnergyA CWEN.A 4.8 5 27.00 –0.23.3818 35.45 19.39 DelekUS DK 3.8 5 23.95 +0.80 .23 3.48 0.98 EnelChile ENIC 8.6 3 3.33 –0.01.3076 30.16 24.06 FlowersFoods FLO 3.7 25 24.88 +0.43 .23
55.91 31.22 CRH CRH 2.3 11 55.73 +2.291.0306 41.79 27.90 ClearwayEnergyC CWEN 5.1 5 28.56 ....3818 54.61 32.90 DellTechC DELL ... 21 54.11 +3.24 ... 7.64 3.86 Enerflex EFXT 1.1 dd 6.82 +0.73.0181 38.86 23.89 Flowserve FLS 2.2 21 37.15 +1.44 .20
29.99 5.27 CS Disco LAW ... dd 8.22 +0.34 ... 22.83 11.83 Cleveland-Cliffs CLF ... 19 16.76 +0.93 ... 47.73 27.20 DeltaAir DAL .8 16 47.54 +4.68 .10 37.89 24.81 Energizer ENR 3.6 dd 33.58 +1.46 .30 38.20 21.68 Fluor FLR ... dd 29.60 +1.23 ...
23.07 15.70 CTO Realty CTO 8.9 dd 17.14 +1.02 .38 9.21 4.94 ClipperRealty CLPR 6.7 dd 5.67 –0.03 .095 25.58 13.61 Deluxe DLX 6.9 13 17.48 +1.42 .30 13.67 9.15 EnergyTransfer ET 9.7 9 12.70 +0.20.3075 111.74 58.73 FomentoEconMex FMX 1.3 11 110.84 +2.731.0138
49.59 32.45 CTS CTS .4 24 42.63 +1.30 .04 178.21 124.58 Clorox CLX 3.0 cc 159.04 +2.90 1.18 104.05 56.59 Denbury DEN ... 8 86.26 +2.43 ... 10.23 1.35 EnergyVault NRGV ... dd 2.73 +0.33 ... 47.22 23.85 FootLocker FL 5.9 11 27.11 +1.18 .40
48.87 10.16 C3.ai AI ... dd 36.43 +3.04 ... 80.99 37.37 Cloudflare NET ... dd 65.37 +1.96 ... 19.38 6.14 DesignerBrands DBI 2.0 5 10.10 +0.58 .05 28.97 16.09 EnerpacTool EPAC .1 44 27.00 +1.28 .04 16.68 10.61 FordMotor F 4.0 21 15.13 +1.11 .65
8.10 1.00 Curo CURO32.6 dd 1.35 –0.10 .11 3.20 1.25 CN Finance CNF ... 10 2.92 –0.08 ... 3.65 1.13 DesktopMetal DM ... dd 1.77 –0.15 ... 19.23 11.00 Enerplus ERF 1.4 3 14.47 +0.58.0543 10.67 9.77 ForestRoadII A FRXB ... 30 10.25 +0.09 ...
42.21 22.60 CVR Energy CVI 6.7 5 29.96 +2.69 .50 65.47 54.02 Coca-Cola KO 3.1 27 60.22 –0.98 .46 9.22 4.44 Despegar.com DESP ... dd 7.05 –0.29 ... 109.50 55.60 EnerSys ENS .6 26 108.52 +6.13 .175 22.77 10.28 Forestar FOR ... 8 22.55 +1.35 ...
139.99 77.76 CVR Partners UAN 40.6 3 80.68 –0.8810.43 91.23 51.96 Coca-Cola Femsa KOF 3.2 17 83.31 –3.511.6271 13.57 7.25 DeutscheBank DB ... 4 10.53 +0.58 ... 13.46 5.13 Eneti NETI .3 6 12.11 +0.46 .01 10.53 1.10 ForgeGlobal FRGE ... dd 2.43 +0.17 ...
107.26 66.34 CVS Health CVS 3.5 23 69.13 –0.47 .605 4.55 2.54 CoeurMining CDE ... dd 2.84 +0.08 ... 78.82 44.03 DevonEnergy DVN 9.3 5 48.34 +1.19 .52 16.76 7.37 Enfusion ENFN ... cc 11.22 +2.01 ... 25.00 14.13 ForgeRock FORG ... dd 20.54 +0.98 ...
1464.20 602.70 CableOne CABO 1.7 35 657.08 +22.23 2.85 78.87 52.34 Cohen&Steers CNS 3.9 17 57.99 +2.58 .57 194.04 160.09 Diageo DEO 2.1 23 173.48 +4.191.5422 22.65 15.01 EngageSmart ESMT ... cc 19.09 +1.34 ... 48.23 34.76 Fortis FTS 3.9 19 43.09 +1.09.4211
83.74 60.50 Cabot CBT 2.4 12 66.89 +2.97 .40 60.46 26.29 Coherent COHR ... dd 50.98 +4.27 ... 14.47 5.17 DiamondOffshore DO ... dd 14.24 +1.87 ... 23.51 10.51 Enhabit EHAB ... 15 11.50 –0.52 ... 74.87 52.47 Fortive FTV .4 35 74.77 +3.74 .07
58.30 31.37 Cactus WHD 1.0 20 42.32 +3.57 .11 83.81 67.84 ColgatePalm CL 2.5 40 77.04 –0.07 .48 10.04 7.14 Diamondrock DRH 1.5 17 8.01 +0.36 .03 23.48 18.94 Ennis EBF 4.9 11 20.38 +0.44 .25 4.20 2.05 FortunaSilver FSM ... dd 3.24 +0.18 ...
29.41 16.95 CadenceBank CADE 4.8 9 19.64 +0.50 .235 10.30 9.63 ColombierAcqnA CLBR ... cc 10.27 +0.08 ... 5.67 3.16 DianaShipping DSX 20.3 3 3.69 –0.07 .15 55.54 28.37 EnovaIntl ENVA ... 9 53.12 +1.19 ... 72.40 49.51 FortuneBrands FBIN 1.3 16 71.95 +4.38 .23
31.50 16.58 Cadre CDRE 1.5 35 21.80 +1.41 .08 87.02 28.40 Comerica CMA 6.7 4 42.36 +1.76 .71 152.61 74.32 Dick's DKS 3.0 11 132.19 –2.38 1.00 66.71 43.88 Enovis ENOV ... dd 64.12 +4.26 ... 33.84 16.78 ForumEnergyTech FET ... dd 25.59 +3.00 ...
27.07 15.23 CAE CAE ... 43 22.38 +1.14 ... 167.53 81.77 ComfortSystems FIX .5 27 164.20 +3.63 .20 3.44 0.29 DigitalMedia DMS ... dd .33 –0.01 ... 10.60 9.61 EnphysAcqnA NFYS ... 37 10.39 ... ... 29.44 22.67 FourCornersProp FCPT 5.4 21 25.40 +0.44 .34
31.13 16.85 Caleres CAL 1.2 5 23.93 –0.26 .07 58.09 31.47 CommercialMetals CMC 1.2 7 52.66 +1.16 .16 138.09 85.76 DigitalRealty DLR 4.3 cc 113.87 +9.72 1.22 134.80 76.14 EnPro NPO .9 12 133.53 +7.72 .29 18.88 5.70 FourSeasonsEduc FEDU ... dd 7.79 +0.21 ...
51.46 34.02 CaliforniaRscs CRC 2.5 3 45.29 +2.80.2825 72.86 44.26 CommBkSys CBU 3.8 17 46.88 +0.06 .44 23.44 9.99 DigitalBridge DBRG .3 dd 14.71 +2.26 .01 122.46 94.16 Entergy ETR 4.4 18 97.37 +0.24 1.07 161.25 109.70 Franco-Nevada FNV 1.0 41 142.60 +3.45 .34
66.12 49.63 CalWtrSvc CWT 2.0 38 51.63 +1.35 .26 8.01 1.88 CommunityHlthSys CYH ... dd 4.40 +0.63 ... 53.88 23.38 DigitalOcean DOCN ... dd 40.14 +1.52 ... 27.36 22.90 EnterpriseProd EPD 7.4 10 26.35 +0.57 .49 15.84 10.34 FrankBSPRealty FBRT10.0 24 14.16 +0.62 .355
77.44 33.18 Calix CALX ... 81 49.91 +1.33 ... 43.88 30.38 CommunityHlthcr CHCT 5.4 cc 33.02 +1.37 .45 417.86 193.00 Dillard's DDS .2 7 326.28 +4.60 .20 7.33 3.96 Entravision EVC 4.6 21 4.39 +0.28 .05 54.70 34.36 FranklinCovey FC ... 38 43.68 +8.56 ...
50.19 28.91 CallonPetrol CPE ... 2 35.07 +3.06 ... 12.04 7.45 SABESP SBS ... 15 11.84 +0.24 ... 82.43 56.83 DineBrands DIN 3.5 11 58.03 +0.45 .51 69.22 41.72 Envestnet ENV ... dd 59.35 +4.77 ... 34.37 20.24 FranklinRscs BEN 4.5 16 26.71 +1.18 .30
147.72 97.74 CamdenProperty CPT 3.7 19 108.87 +3.01 1.00 4.20 2.80 EngGr-Cmg C CIG.C 4.8 11 3.97 –0.02.0346 6.90 2.25 Dingdong DDL ... dd 3.09 +0.07 ... 10.01 3.73 Enviri NVRI ... dd 9.87 +0.84 ... 10.69 9.79 FreedomI A FACT ... 93 10.60 +0.07 ...
33.00 20.35 Cameco CCJ .3 cc 31.33 +1.43.0941 2.70 1.82 EngGr-Cmg CIG 7.3 7 2.63 –0.03.0407 119.91 87.64 DiscoverFinSvcs DFS 2.4 8 116.85 +1.43 .70 43.29 31.20 Envista NVST ... 28 33.84 +0.34 ... 46.73 24.80 FreeportMcM FCX 1.5 22 40.00 +1.63 .075
57.78 44.76 CampbellSoup CPB 3.2 18 45.71 +0.12 .37 8.67 5.71 COPEL ELP 3.0 23 8.61 +0.32.2619 126.48 84.07 Disney DIS ... 40 89.28 +1.18 ... 77.40 6.69 Enviva EVA 33.4 dd 10.85 +0.27 .905 25.12 12.79 FreseniusMed FMS 1.7 23 23.93 –0.37.6181
33.99 18.69 CampingWorld CWH 8.3 13 30.10 +2.48 .625 3.70 2.20 CiaSiderurgica SID 20.2 dd 2.59 –0.13.0998 88.06 61.55 DolbyLab DLB 1.3 34 83.68 +2.75 .27 2.75 1.00 EnzoBiochem ENZ ... dd 1.84 –0.07 ... 32.49 23.09 FreshDelMonte FDP 2.5 11 25.71 –0.03 .20
24.73 14.51 CanadaGoose GOOS ... 37 17.80 +1.94 ... 17.48 9.31 CerveceriasUnid CCU 1.4 23 16.23 +0.19.0302 14.01 7.20 Dole DOLE 2.4 11 13.52 +0.20 .08 238.00 145.98 Equifax EFX .7 49 235.30 +11.27 .39 19.29 7.51 Frontline FRO 17.6 12 14.53 +0.18 .70
53.36 39.40 CIBC CM 5.9 11 42.68 +0.81.6612 25.09 16.32 CompassDiversif CODI 4.6 dd 21.69 +1.04 .25 261.59 151.27 DollarGeneral DG 1.4 16 169.78 –1.37 .59 42.53 25.23 Equinor EQNR 2.5 3 29.21 +0.83 .60 8.14 0.96 fuboTV FUBO ... dd 2.08 +0.20 ...
129.89 103.79 CanNtlRlwy CNI 2.0 20 121.07 +3.31.5835 5.16 1.84 Compass COMP ... dd 3.50 +0.43 ... 26.11 4.25 Doma DOMA ... dd 4.94 –0.64 ... 33.24 21.89 Equitable EQH 3.2 8 27.16 +1.73 .22 10.18 4.58 FullTruck YMM ... 46 6.22 –0.15 ...
62.57 44.45 CanadianNatRscs CNQ 4.8 9 56.26 +2.96.6776 47.68 28.89 CompassMinerals CMP 1.8 dd 34.00 +0.53 .15 86.28 48.48 DominionEner D 5.2 36 51.79 –0.03.6675 9.90 4.60 EquitransMdstm ETRN 6.3 dd 9.56 +0.52 .15 81.41 57.36 FullerHB FUL 1.1 25 71.51 +8.36 .19
83.45 65.17 CdnPacKC CP .7 27 80.77 +0.71.1395 10.70 9.80 ComputeHlthA CPUH ... dd 10.67 +0.02 ... 426.44 285.84 Domino's DPZ 1.4 26 336.99 +20.17 1.21 38.04 20.50 EquityBcshs EQBK 1.8 7 22.78 –1.56 .10 10.43 9.77 FusionAcqnIIA FSNB ... 42 10.38 +0.02 ...
2.87 1.01 Cango CANG .0 dd 1.17 +0.04 .98 21.85 9.07 ComstockRscs CRK 4.3 2 11.60 +1.22 .125 66.96 46.98 Donaldson DCI 1.6 21 62.51 +1.84 .25 28.16 19.41 EquityCommnwlth EQC .0 45 20.26 –0.01 4.25 9.79 5.77 FutureFuel FF 2.7 8 8.85 +0.34 .06
25.74 17.35 Cannae CNNE ... dd 20.21 +0.71 ... 41.30 32.30 ConagraBrands CAG 3.9 20 33.72 –0.37 .33 50.38 29.01 DonnelleyFin DFIN ... 16 45.53 +3.10 ... 77.36 56.91 EquityLife ELS 2.7 44 66.89 +1.62.4475
9.75 0.76 CanoHealth CANO ... dd 1.39 +0.06 ... 10.75 9.65 ConcordAcqnIIA CNDA ... 29 10.26 ... ... 87.00 41.37 DoorDash DASH ... dd 76.42 +3.78 ... 80.89 54.60 EquityResdntl EQR 4.0 27 65.97 +3.61.6625 G
123.09 83.93 CapitalOne COF 2.2 8 109.37 +2.77 .60 10.59 9.90 ConcordAcqnIII A CNDB ... 25 10.40 –0.01 ... 25.94 12.91 DorianLPG LPG .0 6 25.65 +1.48 1.00 2.70 1.34 EquusTotReturn EQS ... dd 1.52 –0.02 ...
69.25 34.25 Capri CPRI ... 8 35.89 +0.08 ... 130.12 84.96 GATX GATX 1.7 29 128.74 +6.42 .55
2.10 1.03 ConcordMed CCM ... dd 1.38 +0.02 ... 39.87 20.38 DoubleVerify DV ... cc 38.92 +1.62 ... 13.90 9.59 ErmenegildoZegna ZGN .0 58 12.68 +0.24.0947 12.44 6.08 GEO Group GEO ... 7 7.16 +0.13 ...
95.10 51.32 CardinalHealth CAH 2.1 54 94.57 +2.85.5006 138.47 71.09 Conmed CNMD .6 dd 135.89 +3.89 .20 41.40 25.49 DouglasDynamics PLOW 3.9 24 29.88 +0.92 .295 21.14 8.07 EroCopper ERO ... 25 20.23 +0.26 ...
22.46 16.22 CareTrustREIT CTRE 5.6 36 19.86 +0.48 .28 38.93 23.10 GFLEnvironmental GFL .1 dd 38.80 +2.02 .012
138.49 78.30 ConocoPhillips COP 2.0 8 103.61 +3.15 .60 5.97 2.08 DouglasElliman DOUG .0 dd 2.22 +0.07.0476 47.48 34.27 EssentGroup ESNT 2.1 7 46.80 +2.38 .25 72.18 38.31 GMS GMS ... 9 69.20 +1.37 ...
318.71 203.66 Carlisle CSL 1.2 16 256.53 +14.87 .75 102.21 78.10 ConEd ED 3.6 13 90.40 –0.34 .81 23.85 10.09 DouglasEmmett DEI 6.0 25 12.57 +1.19 .19 26.43 18.88 EssentialProp EPRT 4.8 22 23.54 +0.63 .28
106.24 52.10 CarMax KMX ... 29 83.70 –2.51 ... 5.48 2.00 GOL Linhas GOL ... dd 5.46 +0.43 ...
10.65 9.83 ConstellationI A CSTA ... 64 10.58 +0.02 ... 160.66 114.49 Dover DOV 1.4 20 147.65 +6.52 .505 52.43 38.50 EssentialUtil WTRG 2.9 23 39.91 –0.10 .287 44.75 28.47 GSK GSK 5.6 4 35.64 –0.74.3475
18.88 6.11 Carnival CCL ... dd 18.83 +3.03 ... 261.32 208.12 ConstBrands A STZ 1.4 dd 246.13 +3.75 .80 60.88 42.91 Dow DOW 5.3 13 53.26 +1.90 .70 300.33 195.03 EssexProp ESS 3.9 31 234.30 +14.28 2.31
17.01 5.43 Carnival CUK ... dd 16.95 +2.69 ... 63.46 32.10 GXO Logistics GXO ... 40 62.82 +2.42 ...
17.27 9.82 Constellium CSTM ... 17 17.20 +1.11 ... 47.46 22.91 Doximity DOCS ... 64 34.02 +1.97 ... 284.45 175.05 EsteeLauder EL 1.3 65 196.38 +4.44 .66 220.63 160.60 Gallagher AJG 1.0 41 219.57 +7.11 .55
56.34 24.76 CarpenterTech CRS 1.4 cc 56.13 +4.70 .20 8.09 2.15 ContainerStore TCS ... dd 3.14 +0.23 ... 63.32 49.80 DrReddy'sLab RDY .7 19 63.11 +2.11.3171 31.78 19.93 EthanAllen ETD 5.1 6 28.28 +0.77 .36
44.52 22.71 CarriageSvcs CSV 1.4 15 32.47 +5.34.1125 47.99 15.41 GameStop GME ... dd 24.25 +0.55 ...
15.05 6.86 Volaris VLRS ... dd 13.95 –0.01 ... 26.50 8.17 DreamFinders DFH ... 11 24.59 +1.80 ... 21.00 10.51 Euronav EURN18.4 7 15.22 –0.37 .70 3.24 1.25 Gannett GCI ... dd 2.25 +0.15 ...
50.09 33.10 CarrierGlobal CARR 1.5 17 49.71 +1.66 .185 14.10 11.00 Cool CLCO12.0 ... 13.70 +0.70 .41 35.95 19.10 Dril-Quip DRQ ... 68 23.27 +0.94 ... 13.34 5.10 EveHolding EVEX ... dd 10.48 –0.25 ...
20.42 9.36 Cars.com CARS ... 56 19.82 +1.24 ... 5.49 0.64 GaotuTechedu GOTU ... 80 2.89 –0.02 ...
395.20 244.22 Cooper COO .0 66 383.43 +10.65 .03 21.36 12.64 DuckhornPtf NAPA ... 26 12.97 –0.13 ... 11.77 5.30 Eventbrite EB ... dd 9.55 +0.85 ... 15.49 7.22 Gap GPS 6.7 dd 8.93 +0.24 .15
86.76 60.66 Carter's CRI 4.1 13 72.60 +7.45 .75 18.95 4.13 Cooper-Standard CPS ... dd 14.26 +1.50 ... 58.28 38.89 Ducommun DCO ... 21 43.57 –0.27 ... 137.42 78.67 EvercoreA EVR 2.5 13 123.59 +6.85 .76
58.05 3.55 Carvana CVNA ... dd 25.92 +4.51 ... 108.32 76.37 Garmin GRMN 2.8 21 104.29 +2.73 .73
114.48 60.21 Copa CPA 3.0 12 110.58 +0.14 .82 113.67 83.76 DukeEnergy DUK 4.5 28 89.74 +0.021.005 10.68 9.97 EverestConsolA MNTN ... dd 10.65 ... ... 363.12 231.05 Gartner IT ... 30 350.31 +12.12 ...
115.34 31.45 Catalent CTLT ... cc 43.36 –0.70 ... 31.46 18.75 Core&Main CNM ... 15 31.34 +2.20 ... 16.67 9.50 Dun&Bradstreet DNB 1.7 dd 11.57 +0.50 .05 395.00 244.58 EverestRe RE 1.9 20 341.86 –3.80 1.65
266.04 160.60 Caterpillar CAT 2.1 18 246.05 +11.61 1.30 14.93 9.40 GatesIndustrial GTES ... 18 13.48 +0.64 ...
26.80 13.19 CoreLabs CLB .2 46 23.25 +0.33 .01 78.40 49.52 DuPont DD 2.0 6 71.44 +3.66 .36 21.11 13.52 Everi EVRI ... 12 14.46 +0.36 ... 7.49 2.20 GatosSilver GATO ... dd 3.78 +0.07 ...
13.71 7.83 Cato CATO 8.5 dd 8.03 –0.17 .17 23.50 14.01 CorebridgeFin CRBG 5.2 3 17.66 +0.90 .23 54.18 25.45 DutchBros BROS ... dd 28.45 +0.32 ... 94.41 67.79 EversourceEner ES 3.8 17 70.92 +1.19 .675
35.80 1.16 Cazoo CZOO ... dd 1.18 –0.09 ... 19.97 11.92 GencoShipping GNK 4.3 5 14.03 +0.05 .15
35.48 20.56 CoreCard CCRD ... 34 25.36 +0.35 ... 122.13 77.33 DycomInds DY ... 20 113.65 +9.06 ... 40.30 30.17 Evertec EVTC .5 11 36.83 +1.76 .05 282.62 86.29 Generac GNRC ... 38 149.13 +20.06 ...
47.95 37.58 CedarFairRec FUN 3.0 9 39.97 –0.02 .30 13.50 7.84 CoreCivic CXW ... 10 9.41 –0.04 ... 4.26 2.08 DynagasLNG DLNG ... 2 2.51 –0.02 ... 39.78 21.83 EvolentHealth EVH ... dd 30.30 +2.25 ...
128.35 86.71 Celanese CE 2.4 9 115.80 +6.34 .70 256.86 202.35 GeneralDynamics GD 2.5 18 215.15 +2.76 1.32
3.48 0.95 CorEnergyInfr CORR17.9 dd 1.12 +0.08 .05 52.99 31.54 Dynatrace DT ... cc 51.47 +0.89 ... 31.13 18.27 ExcelerateEner EE .5 26 20.33 +0.32 .025 110.26 46.77 GeneralElec GE .3 15 109.85 +6.07 .08
14.97 8.21 Celestica CLS ... 12 14.50 +0.26 ... 37.73 28.98 Corning GLW 3.2 33 35.04 +1.18 .28 17.06 10.39 DynexCapital DX 12.4 dd 12.59 +0.53 .13 2.70 0.55 Express EXPR ... 0 .59 ... ...
6.14 4.39 CementosPacasm CPAC 9.7 10 5.09 –0.04.5276 90.89 72.16 GeneralMills GIS 3.1 18 76.70 –4.62 .59
32.88 31.00 Vesta VTMX ... ... 32.22 ... ... 24.04 8.82 Expro XPRO ... dd 17.72 +1.78 ... 43.63 30.33 GeneralMotors GM .9 6 38.56 +2.38 .09
7.35 3.20 Cemex CX ... 18 7.08 +0.18 ... 12.57 5.00 CorpAmAirports CAAP ... 10 11.59 –0.19 ... E 216.52 139.97 ExtraSpaceSt EXR 4.4 23 148.85 +6.89 1.62
22.18 14.44 CenovusEnergy CVE 1.9 8 16.98 +0.94.1053 11.20 9.75 GenAsia I A GAQ ... 37 10.52 +0.02 ...
28.69 21.59 CorpOfficeProp OFC 4.8 14 23.75 +0.87 .285 10.35 9.71 EG Acqn A EGGF ... cc 10.25 –0.05 ... 119.92 80.69 ExxonMobil XOM 3.4 7 107.25 +4.85 .91 66.42 17.31 Genesco GCO ... 6 25.04 +1.11 ...
98.53 61.34 Centene CNC ... 26 67.45 +1.12 ... 10.60 9.68 CorsairPtrA CORS ... 30 10.36 +0.01 ...
33.50 25.03 CenterPointEner CNP 2.6 23 29.15 +0.68 .19 115.79 29.34 elfBeauty ELF ... cc 114.23 +5.78 ... F 12.79 7.80 GenesisEnergy GEL 6.3 dd 9.55 +0.37 .15
68.43 50.03 Corteva CTVA 1.0 35 57.30 +0.07 .15 185.66 98.48 EMCOR EME .4 20 184.78 +9.23 .15 16.86 8.07 GenieEnergy GNE 2.1 4 14.14 +0.99 .075
7.71 3.77 CenterraGold CGAU 3.4 dd 6.00 +0.18.0519 16.78 10.13 Cosan CSAN ... dd 14.92 –0.13 ...
90.00 51.26 Centerspace CSR 4.8 38 61.36 +3.31 .73 32.21 20.38 ENI E 4.5 4 28.79 +0.99.3107 11.12 9.77 FastAcqnII A FZT ... dd 10.41 +0.04 ... 6.40 2.20 GeniusSports GENI ... dd 6.19 +0.32 ...
12.38 7.71 Costamare CMRE 4.8 2 9.67 +0.35 .115 150.88 92.16 EOG Rscs EOG 2.9 7 114.44 +7.62 .825 35.00 9.03 F&GAnnuities FG 3.2 ... 24.78 +3.99 .20 48.85 35.75 Genpact G 1.5 19 37.57 +0.78.1375
10.39 5.67 CentraisElBras EBR .5 45 8.27 –0.05.0443 32.47 22.25 CoterraEnergy CTRA 8.3 5 25.30 +1.58 .20
24.75 13.22 CentralPacFin CPF 6.6 6 15.71 –0.36 .26 462.99 197.99 EPAM Systems EPAM ... 31 224.75 +10.75 ... 45.25 24.34 FB Financial FBK 2.1 10 28.05 –0.47 .15 187.73 131.28 GenuineParts GPC 2.2 19 169.23 +9.56 .95
12.64 6.19 Coty COTY ... 65 12.29 +0.07 ... 55.90 33.92 EPR Prop EPR 7.1 21 46.80 +3.11 .275 4.17 0.46 F45Training FXLV ... dd .50 –0.12 ... 6.40 3.44 GenworthFin GNW ... 5 5.00 +0.04 ...
7.63 2.81 CentralPuerto CEPU 1.8 15 6.93 +0.02.1649 21.38 12.67 Coupang CPNG ... cc 17.40 +0.80 ...
77.08 40.27 CenturyComm CCS 1.2 6 76.62 +5.57 .23 51.97 28.11 EQT EQT 1.5 4 41.13 +1.95 .15 13.75 5.55 Figs FIGS ... cc 8.27 +0.48 ... 16.38 9.11 GeoPark GPRK 5.2 3 9.91 +0.09 .13
17.59 9.81 Coursera COUR ... dd 13.02 +0.36 ... 67.50 32.12 ESAB ESAB .4 20 66.54 +3.32 .06 134.38 98.24 FMC FMC 2.2 18 104.34 –1.39 .58 6.34 3.75 Gerdau GGB .5 4 5.22 –0.01 .101
79.66 46.07 CeridianHCM CDAY ... dd 66.97 +3.51 ... 31.12 18.06 CousinsProperties CUZ 5.6 21 22.80 +2.26 .32
19.92 7.22 ChargePoint CHPT ... dd 8.79 +1.43 ... 106.29 63.93 ESCO Tech ESE .3 31 103.63 +4.83 .08 14.71 10.09 FNB FNB 4.2 8 11.44 +0.38 .12 10.17 0.23 Getaround GETR ... dd .35 –0.04 ...
89.27 67.28 Crane CR .8 14 89.12 +6.37 .18 5.31 0.75 ESSTech GWH ... dd 1.47 +0.14 ... 16.94 6.20 FreyrBattery FREY ... dd 9.35 +2.33 ... 37.88 3.42 GettyImages GETY ... dd 4.88 +0.01 ...
262.00 181.22 CharlesRiverLabs CRL ... 22 210.25 +2.44 ... 57.50 29.55 CraneNXT CXT 1.0 8 56.44 +1.91 .14
242.59 101.44 ChartIndustries GTLS ... dd 159.79 +10.45 ... 8.25 3.92 E2open ETWO ... dd 5.60 +0.34 ... 22.57 16.70 FS KKR Cap FSK 13.3 80 19.18 +0.75 .05 36.49 25.49 GettyRealty GTY 5.1 19 33.82 +0.82 .43
11.13 5.13 Crawford A CRD.A 2.2 dd 11.09 +0.69 .06 67.09 39.16 EagleBulkShip EGLE .8 4 48.04 –0.33 .10 205.63 140.09 FTI Consulting FCN ... 30 190.20 +1.98 ... 34.33 25.67 Gildan GIL 2.3 12 32.24 +1.94 .186
14.38 9.02 ChathamLodging CLDT 3.0 72 9.36 +0.27 .07
9.47 5.05 Crawford B CRD.B 2.6 dd 9.39 +0.58 .06 186.96 101.98 EagleMaterials EXP .5 15 186.42 +12.05 .25 140.18 77.67 Fabrinet FN ... 20 129.88 +5.72 ... 4.91 1.12 GinkgoBioworks DNA ... dd 1.86 +0.16 ...
6.50 1.41 CheetahMobile CMCM ... dd 2.33 +0.03 ...
158.95 113.21 Credicorp BAP ... 9 147.64 +3.34 ... 17.54 10.65 EarthstoneEner ESTE ... 3 14.29 +1.24 ... 474.13 377.89 FactSet FDS 1.0 31 400.65 +6.60 .98 59.70 26.77 GlacierBancorp GBCI 4.2 12 31.17 +0.51 .33
30.05 8.55 Chegg CHGG ... 5 8.88 +0.01 ...
18.16 9.17 CrescentEnergy CRGY 6.0 2 10.42 +0.48 .12 20.33 12.27 EasterlyGovtProp DEA 7.3 48 14.50 +0.61 .265 815.64 389.84 FairIsaac FICO ... 54 809.21 +33.16 ... 7.26 2.08 Glatfelter GLT .0 dd 3.02 +0.01 .14
570.17 430.16 Chemed CHE .3 34 541.67 –0.20 .38
8.62 5.51 CrescentPoint CPG 4.5 10 6.73 +0.39.0736 180.25 137.47 EastGroup EGP 2.9 45 173.60 +8.58 1.25 12.89 3.64 Farfetch FTCH ... dd 6.04 +0.69 ... 71.86 40.45 Glaukos GKOS ... dd 71.21 +3.74 ...
38.36 23.58 Chemours CC 2.7 12 36.89 +3.41 .25
31.46 22.11 CrestwoodEquity CEQP 9.9 dd 26.48 +0.80 .655 102.18 69.91 EastmanChem EMN 3.8 15 83.72 +5.17 .79 15.12 9.44 FarmlandPtrs FPI 2.0 79 12.21 +0.41 .06 7.60 3.49 GlobalBlue GB ... dd 4.88 +0.23 ...
7.34 4.58 CherryHillMtg CHMI12.4 dd 4.83 +0.02 .15
30.40 13.20 CrossTimbers CRT 10.0 10 22.03 +0.72 .077 7.24 2.78 EastmanKodak KODK ... 9 4.62 +0.16 ... 18.28 7.15 Fastly FSLY ... dd 15.77 +0.29 ... 8.40 4.26 GlblBusTravel GBTG ... dd 7.23 –0.64 ...
138.49 105.79 ChesapeakeUtil CPK 2.0 24 119.00 –1.31 .59
184.92 107.62 CrownCastle CCI 5.5 30 113.94 +4.501.565 202.36 122.50 Eaton ETN 1.7 31 201.10 +6.64 .86 4.79 0.30 FathomDigital FATH ... dd .41 +0.07 ... 34.40 20.52 GlobalIndemnity GBLI 3.0 31 33.59 –0.11 .25
189.68 132.54 Chevron CVX 3.8 9 157.35 +6.00 1.51
102.68 66.00 CrownHoldings CCK 1.1 17 86.87 +1.13 .24 187.73 131.04 Ecolab ECL 1.1 46 186.69 +8.54 .53 131.18 85.97 FedAgriMtg A AGM.A 3.6 9 122.00 –1.47 1.10 37.32 20.52 GlobalIndl GIC 2.9 15 27.77 +0.60 .20
52.88 29.10 ChewyA CHWY ... cc 39.47 +0.22 ...
10.67 9.81 CrownPropA CPTK ... 32 10.23 –0.01 ... 12.35 8.59 Ecopetrol EC 20.0 3 10.25 –0.01.1479 153.54 92.43 FedAgriMtg C AGM 3.1 10 143.74 +2.77 1.10 12.33 7.01 GlobalMedREIT GMRE 9.2 53 9.13 +0.18 .21
7.31 4.33 Chico'sFas CHS ... 6 5.35 +0.03 ...
51.08 36.82 CubeSmart CUBE 4.4 29 44.66 +1.28 .49 11.75 8.20 Ecovyst ECVT ... 25 11.46 +1.18 ... 115.08 85.27 FederalRealty FRT 4.5 21 96.77 +6.67 1.08 15.30 8.84 GlobalNetLease GNL 15.6 dd 10.28 +0.77 .40
10.66 4.48 ChimeraInvt CIM 12.5 dd 5.77 +0.29 .18
160.60 92.55 Cullen/Frost CFR 3.2 11 107.53 +3.96 .87 46.13 34.11 EdgewellPersonal EPC 1.5 23 41.31 –1.04 .15 64.71 34.17 FederalSignal FSS .6 31 64.03 +2.04 .10 39.24 22.00 GlobalPtrs GLP 8.5 3 30.73 +0.91 .655
7.80 2.54 ChinaGreenAg CGA ... dd 2.54 –0.31 ...
5.70 3.95 Culp CULP ... dd 4.97 +0.25 ... 74.92 54.45 EdisonIntl EIX 4.2 32 69.45 +1.69.7375 45.55 30.30 FederatedHermes FHI 3.1 13 35.85 –0.90 .28 136.88 92.27 GlobalPayments GPN 1.0 dd 98.52 –0.32 .25
10.63 6.73 ChinaYuchai CYD 3.8 13 10.50 +0.50 .40
261.91 187.92 Cummins CMI 2.6 14 245.16 +13.14 1.57 107.92 67.13 EdwardsLife EW ... 39 94.33 +3.99 ... 250.08 141.92 FedEx FDX 2.0 16 247.90 +15.56 1.26 21.15 14.62 GlobalShipLease GSL 7.7 2 19.40 +0.59 .375
2144.17 1233.61 Chipotle CMG ... 58 2139.00 +95.32 ...
183.90 125.91 Curtiss-Wright CW .4 23 183.66 +10.66 .20 20.97 7.88 ElancoAnimal ELAN ... dd 10.06 +0.24 ... 158.54 99.16 Ferguson FERG 1.9 18 157.31 +6.69 .75 240.00 135.41 Globant GLOB ... 52 179.72 +4.97 ...
131.64 104.15 ChoiceHotels CHH 1.0 20 117.52 +5.64.2875
17.00 7.16 Cushman&Wkfd CWK ... 25 8.18 +0.44 ... 91.30 46.18 Elastic ESTC ... dd 64.12 +1.82 ... 327.07 176.82 Ferrari RACE ... 57 325.21 +17.69 ... 123.85 95.65 GlobeLife GL .8 13 109.62 +3.34 .225
231.37 173.78 Chubb CB 1.8 15 192.56 –0.68 .86
7.64 4.76 CustomTruck CTOS ... 30 6.74 +0.09 ...
43.08 32.90 ChunghwaTel CHT ... 24 37.29 –2.93 ... 12.11 5.06 EldoradoGold EGO ... dd 10.10 +0.25 ... 13.94 12.60 FidelisInsurance FIHL ... ... 13.65 –0.35 ... 80.04 50.92 GlobusMedical GMED ... 30 59.54 +1.11 ...
41.08 6.87 CustomersBancorp CUBI ... 5 30.26 +2.03 ... 21.90 15.31 ElementSolns ESI 1.7 27 19.20 +1.03 .08 45.51 31.84 FidNatlFin FNF 5.0 15 36.00 +2.28 .45 85.32 64.65 GoDaddy GDDY ... 36 75.13 +2.78 ...
100.39 70.16 Church&Dwight CHD 1.1 60 100.23 +3.11.2725
11.00 9.80 ChurchillCapV A CCV ... 51 10.17 +0.01 ... D 549.52 428.87 ElevanceHealth ELV 1.3 17 444.29 –6.11 1.48 105.16 48.57 FidNatlInfo FIS 3.8 dd 54.70 +1.95 .52 11.82 9.64 GoGreenInvtsA GOGN ... cc 11.09 +0.37 ...
10.38 9.77 ChurchillVI A CCVI ... 33 10.30 –0.01 ... 16.38 10.81 EllingtonFin EFC 13.0 dd 13.80 +0.50 .15 2.25 1.19 FinanceofAm FOA ... dd 1.91 –0.03 ... 17.78 7.03 GoldFields GFI 2.4 17 13.83 –0.45.2425
10.44 9.75 ChurchillVII A CVII ... 35 10.32 +0.02 ... 6.56 3.00 DHI Group DHX ... 54 3.83 –0.23 ... 8.84 5.70 EllingtonResiMtg EARN13.3 dd 7.21 +0.05 .08 5.92 3.55 FinVolution FINV 4.2 4 4.60 +0.12 .215 10.44 9.74 GoldenFalconA GFX ... dd 10.16 –0.09 ...
56.38 38.33 Ciena CIEN ... 31 42.49 +1.47 ... 12.13 5.55 DHT DHT 8.1 12 8.53 +0.18 .23 10.40 9.70 ElliottOppIIA EOCW ... 28 10.36 +0.02 ... 64.66 43.54 FirstAmerFin FAF 3.6 29 57.02 +1.65 .52 18.11 12.75 GoldmanSachsBDC GSBD13.0 33 13.86 –0.02 .45
340.11 240.50 Cigna CI 1.8 13 280.60 +5.75 1.23 13.85 4.66 DRDGOLD DRD ... 13 10.62 –0.28 ... 22.45 14.95 ElmeComms ELME 4.4 dd 16.44 +0.64 .18 16.40 10.18 FirstBanCorp FBP 4.6 8 12.22 +0.38 .14 389.58 277.84 GoldmanSachs GS 3.1 11 322.54 +7.83 2.50
19.76 8.28 Cinemark CNK ... dd 16.50 +0.30 ... 136.77 100.64 DTE Energy DTE 3.5 20 110.02 +0.02.9525 13.50 8.28 EmbotellAndinaA AKO.A 6.3 13 12.30 +0.14.2395 16.53 11.33 FirstCmwlthFin FCF 4.0 9 12.65 –0.04 .125 31.04 22.67 Gorman-Rupp GRC 2.4 74 28.83 +1.44 .175
56.48 13.26 CircorIntl CIR ... 28 56.45 +8.51 ... 61.12 45.11 DT Midstream DTM 5.6 13 49.57 +2.99 .69 16.36 9.63 EmbotellAndinaB AKO.B 5.5 16 15.58 +0.32.4053 24.92 8.99 FirstHorizon FHN 5.3 7 11.27 +0.27 .15 86.81 56.76 Graco GGG 1.1 30 86.35 +2.80 .235
54.56 40.01 Citigroup C 4.4 6 46.04 +0.02 .51 13.23 0.40 D-WaveQuantum QBTS ... dd 2.09 +0.46 ... 17.14 7.91 Embraer ERJ ... dd 15.46 +1.03 ... 55.88 42.91 FirstIndRlty FR 2.4 18 52.64 +2.55 .32 12.14 9.68 GrafAcqnIV GFOR ... 76 10.33 +0.03 ...
44.82 23.37 CitizensFin CFG 6.4 6 26.08 +0.61 .42 31.99 22.11 DXC Tech DXC ... dd 26.72 +0.87 ... 4.55 3.01 EmeraldHldg EEX ... 15 4.10 +0.15 ... 9.81 5.24 FirstMajestic AG .4 dd 5.65 +0.32.0057 7.87 3.75 GrafTechIntl EAF .8 5 5.04 +0.38 .01
4.33 1.64 Citizens CIA ... dd 2.41 –0.07 ... 19.30 11.17 Dana DAN 2.4 dd 17.00 +1.24 .10 7.50 3.06 Emeren SOL ... 7 3.79 +0.11 ... 43.31 35.60 FirstEnergy FE 4.0 54 38.88 +0.39 .39 14.66 6.51 Graham GHM ... cc 13.28 +0.41 ...
14.24 4.03 CityOfficeREIT CIO 7.2 dd 5.57 +0.39 .10 303.82 221.22 Danaher DHR .5 26 240.00 +1.82 .27 36.14 7.33 EmergentBiosol EBS ... dd 7.35 –1.97 ... 12.30 1.31 FiscalNote NOTE ... dd 3.64 +0.41 ... 681.70 525.58 GrahamHoldings GHC 1.2 cc 571.48 +3.58 1.65
36.88 17.87 Civeo CVEO ... dd 19.48 +0.53 ... 79.04 51.10 Danaos DAC 4.5 4 66.79 +0.40 .75 99.65 72.41 EmersonElec EMR 2.3 27 90.39 +3.71 .52 126.55 88.77 Fiserv FI ... 33 126.15 +5.66 ... 795.83 441.63 Grainger GWW .9 24 788.59 +50.69 1.86
75.45 44.17 CivitasRscs CIVI 2.9 4 69.37 +4.53 1.62 5.79 1.57 DanimerScientific DNMR ... dd 2.38 ... ... 8.68 5.39 EmpireStateRealty ESRT 1.9 23 7.49 +0.81 .035 11.41 4.26 Fisker FSR ... dd 5.64 +0.55 ... 44.15 25.35 GraniteConstr GVA 1.3 23 39.78 +0.50 .13
14.99 7.16 Clarivate CLVT ... dd 9.53 +0.73 ... 77.18 35.49 DaqoNewEnergy DQ ... 2 39.70 +1.93 ... 46.73 32.58 EmployersHldgs EIG 3.0 14 37.41 +0.70 .28 4.56 1.88 FivePoint FPH ... dd 2.89 +0.22 ... 10.83 3.97 GranitePointMtg GPMT16.0 dd 5.30 +0.12 .20

–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

14.00 4.82 GraniteRidge GRNT 6.0 5 6.63 –0.16 .11 158.44 114.67 Lear LEA 2.1 20 143.55 +7.16 .77 86.73 54.46 Maximus MMS 1.3 30 84.51 +0.97 .28
27.56 19.46 GraphicPkg GPK 1.7 12 24.03 +0.43 .10 10.78 9.82 LearnCWInvtA LCW ... 32 10.48 +0.02 ... 16.66 5.95 MayvilleEngg MEC ... 15 12.46 –1.06 ...
29.99 10.30 GravitasEduc GEHI ... ... 15.00 +0.02 ... 41.94 28.77 Leggett&Platt LEG 6.2 15 29.62 +0.75 .46 94.97 68.01 McCormickVtg MKC.V 1.8 33 86.60 –6.65 .39
20.83 6.50 GrayTelevision GTN 4.1 2 7.88 +0.69 .08 110.91 76.58 Leidos LDOS 1.6 18 88.48 +3.76 .36 94.39 70.60 McCormick MKC 1.8 34 87.23 –6.56 .39
19.50 7.40 GrayTelevision A GTN.A 3.5 3 9.09 –0.03 .08 Just What I Needed: NYSE Composite breadth rose for the fourth time 9.84 1.03 Leju LEJU ... dd 2.31 –0.97 ... 299.10 230.58 McDonald's MCD 2.0 32 298.41 +8.50 1.52
11.21 5.15 GreatAjax AJX 13.1 dd 6.13 +0.52 .20 32.97 10.29 Lemonade LMND ... dd 16.85 –0.02 ... 10.00 2.81 McEwenMining MUX ... dd 7.19 +0.14 ...
57.53 19.44 GreenBrickPtrs GRBK ... 9 56.80 +2.17 ... in five weeks. A decline in the Fed’s favored inflation measure helped the 15.79 6.31 LendingClub LC ... 4 9.75 +0.38 ... 429.75 315.78 McKesson MCK .5 17 427.31 +11.55 .54
28.91 14.96 GreenDot GDOT ... 16 18.74 +0.58 ... 127.08 69.90 Lennar A LEN 1.2 9 125.31 +3.01 .375 17.01 5.08 MediaAlpha MAX ... dd 10.31 +1.01 ...
44.70 23.80 Greenbrier GBX 2.8 25 43.10 +11.69 .30
S&P 500 gain 2.3%. Winning NYSE stocks outpaced losers by 4 to 1. 114.56 56.96 Lennar B LEN.B 1.3 8 112.98 +3.57 .375 17.36 7.10 MedicalProp MPW12.5 18 9.26 +0.58 .29
14.97 5.65 Greenhill GHL 2.7 dd 14.65 +0.03 .10 Breadth DJIA 328.77 202.97 LennoxIntl LII 1.3 23 326.07 +14.36 1.10 188.93 77.67 Medifast MED 7.2 7 92.16 +3.88 1.65
5.73 2.32 GreenTree GHG ... dd 5.18 –0.16 ... 10.97 9.84 LeoHldgsII A LHC ... 47 10.65 +0.05 ... 95.60 75.77 Medtronic MDT 3.1 31 88.10 +0.62 .69
84.87 58.77 Greif B GEF.B 3.9 7 77.25 +1.67 .75 594,500 34,600 20.49 12.80 LeviStrauss LEVI 3.3 12 14.43 +0.02 .12 119.65 84.52 Merck MRK 2.5 23 115.39 +0.79 .73
74.22 57.38 Greif A GEF 2.9 9 68.89 +2.34 .50 8.15 4.30 Li-Cycle LICY ... dd 5.55 +0.11 ... 46.39 26.15 MercuryGeneral MCY 4.2 dd 30.27 –0.34.3175
19.45 15.00 GreystoneHousing GHI 8.9 7 16.48 +0.31 .37 18.36 10.71 LibertyEnergy LBRT 1.5 4 13.37 +0.89 .05 21.04 12.49 MeridianLink MLNK ... dd 20.80 +1.05 ...
589,000 33,400
43.74 25.59 Griffon GFF 1.2 dd 40.30 +2.85 .125 146.66 94.02 LifeStorage LSI 3.6 31 132.96 +6.33 1.20 142.69 65.41 MeritageHomes MTH .8 6 142.27 +5.21 .27
71.51 4.50 Grindr GRND ... dd 5.53 –0.09 ... 21.75 8.75 LifeTime LTH ... 62 19.67 +0.67 ... 29.50 8.76 MesaRoyalty MTR 8.7 12 24.62 +0.41.1362
259.27 136.16 Group1Auto GPI .6 6 258.10 +11.79 .45 583,500 32,200 1.88 0.73 LightInTheBox LITB ... dd 1.18 –0.04 ... 29.95 16.56 MesabiTrust MSB 9.2 dd 20.41 –0.24 .84
40.25 0.91 GroveCollab GROV ... dd 1.77 +0.07 ... 86.80 2.91 Lightng eMotors ZEV ... 3 3.60 –0.04 ... 1.81 0.70 MetaData AIU ... dd 1.07 +0.02 ...
200.85 126.01 GpoAeroportuar PAC 2.9 ... 178.72 –0.042.0894 578,000 31,000 25.34 12.45 Lightspeed LSPD ... dd 16.92 +1.92 ... 12.19 8.49 MetalsAcqn MTAL ... dd 10.30 +0.16 ...
314.48 179.01 GpoAeroportSur ASR 1.8 16 277.69 –0.805.6528 Breadth 590,431 469.87 296.32 EliLilly LLY 1.0 76 468.98 +10.14 1.13 51.38 32.25 MethodeElec MEI 1.7 16 33.52 +0.75 .14
3.70 1.96 GpoAvalAcc AVAL 3.5 14 2.32 –0.03.0161 54.59 18.50 LincolnNational LNC 7.0 dd 25.76 +1.98 .45 77.36 48.95 MetLife MET 3.7 25 56.53 +3.20 .52
3.23 1.20 GpoSupervielle SUPV ... dd 3.11 +0.15 ...
572,500 29,800 383.58 262.47 Linde LIN 1.3 42 381.08 +10.491.275 80.37 13.98 MetropolitanBk MCB ... 6 34.73 +2.77 ...
8.30 4.38 GrupoTelevisa TV 1.5 dd 5.13 +0.12.0985 183.08 110.43 Lindsay LNN 1.1 19 119.34 –5.65 .34 1615.97 1065.55 Mettler-Toledo MTD ... 33 1311.64 +23.39 ...
37.89 22.12 GuarantyBcshrs GNTY 3.4 9 27.08 +0.06 .23 567,000 28,600 5.66 1.68 LionElectric LEV ... cc 1.85 –0.08 ... 190.17 138.68 MidAmApt MAA 3.7 27 151.86 +6.22 1.40
24.15 14.27 Guess GES 6.2 10 19.45 –0.25 .30 12.09 5.46 LionsGate A LGF.A ... dd 8.83 +0.12 ... 37.51 21.00 MillerIndustries MLR 2.0 15 35.47 +0.40 .18
A S O N D J F M A M J 11.33 5.19 LionsGate B LGF.B ... dd 8.35 +0.16 ... 73.57 49.38 MineralsTechs MTX .3 16 57.69 +3.50 .05
83.51 52.08 Guidewire GWRE ... dd 76.08 +5.60 ...
In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is 307.43 180.00 LithiaMotors LAD .7 7 304.11 +20.68 .50 9.53 5.40 MirionTech MIR ... dd 8.45 +0.21 ...
12.91 8.30 GuildHldgs GHLD ... 8 11.36 –0.59 ...
added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we 33.10 17.58 LithiumAmericas LAC ... dd 20.21 +0.09 ... 12.58 7.80 MisterCarWash MCW ... 32 9.65 +1.17 ...
109.94 60.15 GulfportEnergy GPOR ... 2 105.07 +7.80 ... plot. Dec. 31, 1985 =1000.
99.66 64.25 LiveNationEnt LYV ... cc 91.11 +3.35 ... 8.31 3.38 MistrasGroup MG ... 34 7.72 +0.60 ...
H 43.73 17.31 LiveOakBcshs LOB .5 8 26.31 +1.25 .03 7.71 4.31 MitsubishiUFJ MUFG 2.5 11 7.37 +0.35.1021
10.63 9.61 LiveOakCrestA LOCC ... 97 10.25 –0.02 ... 9.17 5.75 MiX Telematics MIXT 2.8 31 6.32 +0.24.0576
304.86 164.47 HCA Healthcare HCA .8 15 303.48 +8.08 .60 –52-Week– Tick Div –52-Week– Tick Div 10.44 9.66 LiveOakCrestview LOCC.UT ... ... 10.24 –0.02 ... 3.30 2.10 MizuhoFin MFG 3.0 10 3.07 +0.10.0541
73.16 27.65 HCI Group HCI 2.6 dd 61.78 +2.86 .40 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 36.38 18.26 Livent LTHM ... 17 27.43 +1.57 ... 33.91 0.87 Moatable MTBL .0 dd 1.63 +0.0531.5585
71.76 53.65 HDFC Bank HDB .9 23 69.70 +1.01.5935 181.04 150.11 J&J JNJ 2.9 35 165.52 +0.04 1.19 29.08 15.37 LiveRamp RAMP ... dd 28.56 +1.53 ... 43.18 24.20 ModelN MODN ... dd 35.36 +1.13 ...
66.19 37.12 HF Sinclair DINO 4.0 3 44.61 +2.11 .45 I 69.60 45.52 JohnsonControls JCI 2.2 34 68.14 +3.15 .37 12.27 4.20 LiveWire LVWR ... dd 11.81 +0.54 ... 34.01 9.94 ModineMfg MOD ... 11 33.02 +1.44 ...
10.68 9.82 HH&L Acqn HHLA ... 55 10.48 –0.01 ... 191.79 123.00 JonesLang JLL ... 15 155.80 +9.77 ... 2.63 1.70 LloydsBanking LYG 5.2 ... 2.20 +0.10.0792 18.00 9.61 Modiv MDV 7.7 dd 15.00 +1.99.0958
23.75 17.61 ICICI Bank IBN .5 19 23.08 +0.26.1124
36.89 24.61 HNI HNI 4.5 11 28.18 +0.68 .32 10.08 2.55 JumiaTech JMIA ... dd 3.42 +0.17 ... 3.02 1.25 loanDepot LDI ... dd 2.12 +0.18 ... 50.23 33.12 Moelis MC 5.3 36 45.34 +3.06 .60
11.03 4.96 ICL Group ICL 2.8 4 5.48 –0.25.1132
35.32 24.08 HP HPQ 3.4 12 30.71 +1.10.2625 115.92 93.53 IDACORP IDA 3.1 19 102.60 +0.28 .79 10.78 9.90 JuniperII A JUN ... 29 10.39 +0.06 ... 62.66 2.52 LocalBounti LOCL ... dd 2.72 –0.45 ... 137.41 87.02 MohawkInds MHK ... dd 103.16 +5.34 ...
39.84 24.77 HSBC HSBC 5.3 7 39.62 +1.39 .50 35.18 23.07 IDT IDT ... 13 25.85 –0.08 ... 34.53 25.18 JuniperNetworks JNPR 2.8 21 31.33 +1.42 .22 508.10 373.67 LockheedMartin LMT 2.6 21 460.38 +1.023.00 374.00 256.19 MolinaHealthcare MOH ... 21 301.24 +13.30 ...
6.50 1.64 HUYA HUYA ... dd 3.58 +0.01 ... 10.81 4.91 IHS Holding IHS ... dd 9.78 +1.24 ... 63.24 49.36 Loews L .4 14 59.38 +1.48.0625 68.13 46.69 MolsonCoorsB TAP 2.5 dd 65.84 –0.34 .41
K
91.39 62.81 Haemonetics HAE ... 38 85.14 +0.81 ... 14.72 8.14 ING Groep ING 4.3 ... 13.47 +0.83.1737 7.95 4.45 LomaNegra LOMA 3.7 cc 6.80 +0.15.4648 81.90 7.50 MoneyLion ML ... dd 12.01 +1.50 ...
13.58 7.72 Hagerty HGTY ... dd 9.36 –0.11 ... 3.53 0.64 INNOVATE VATE ... dd 1.75 ... ... 48.28 30.14 KB Financial KB ... 4 36.40 +0.76 ... 75.50 48.20 LouisianaPacific LPX 1.3 12 74.98 +7.13 .24 55.00 28.64 MontroseEnvl MEG ... dd 42.12 +2.09 ...
9.05 5.59 Haleon HLN .7 29 8.38 –0.04.0577 20.56 13.20 Invesco IVZ 4.8 12 16.81 +0.80 .20 52.88 25.31 KB Home KBH 1.2 6 51.71 –0.31 .15 226.49 174.48 Lowe's LOW 1.9 22 225.70 +10.48 1.10 351.06 230.16 Moody's MCO .9 46 347.72 +10.44 .77
43.42 23.30 Halliburton HAL 1.9 15 32.99 +2.10 .16 249.11 165.75 IQVIA IQV ... 40 224.77 +10.71 ... 65.62 41.96 KBR KBR .8 29 65.06 +2.44 .135 6.35 1.23 LufaxHolding LU 13.7 5 1.43 +0.06 .05 111.01 70.25 Moog A MOG.A 1.0 21 108.43 +2.80 .27
14.93 9.21 HamiltonBeach HBB 4.6 10 9.66 –0.67 .11 8.58 3.16 IRSA IRS ... dd 8.12 +0.33 ... 21.08 9.09 KE Holdings BEKE ... 66 14.85 –0.09 ... 11.38 1.74 LumenTech LUMN .0 dd 2.26 +0.44 .25 110.00 69.94 Moog B MOG.B 1.0 20 105.28 –2.94 .27
11.77 3.85 Hanesbrands HBI .0 dd 4.54 +0.28 .15 95.18 63.77 ITT ITT 1.2 20 93.21 +6.14 .29 60.53 41.77 KKR KKR 1.2 dd 56.00 +2.41 .165 2.72 1.53 LumentFinance LFT 12.6 13 1.90 –0.05 .06 100.99 72.05 MorganStanley MS 3.6 15 85.40 +1.82 .775
46.24 21.56 HannonArmstrong HASI 6.3 cc 25.00 +1.26 .395 3.34 0.92 IamGold IAG ... dd 2.63 +0.05 ... 19.99 9.94 KKR RealEstFin KREF14.1 dd 12.17 +0.26 .43 17.83 12.71 Luxfer LXFR 3.7 20 14.23 –0.83 .13 63.16 31.44 Mosaic MOS 2.3 4 35.00 +0.79 .20
149.64 109.13 HanoverIns THG 2.9 dd 113.03 +2.62 .81 10.78 9.99 IconicSportsA ICNC ... 39 10.65 +0.02 ... 3.70 0.12 KoreGroup KORE ... dd 1.22 –0.07 ... 101.30 71.46 LyondellBasell LYB 5.4 10 91.83 +3.50 1.25 299.43 204.55 MotorolaSol MSI 1.2 37 293.28 +14.67 .88
51.77 30.75 HarleyDavidson HOG 1.9 6 35.21 +1.80 .165 246.23 177.26 IDEX IEX 1.2 28 215.26 +12.22 .64 14.93 11.12 KT KT 5.4 6 11.30 –0.27.7482 37.31 24.25 Movado MOV 5.2 7 26.83 +0.12 .35
5.43 1.94 HarmonyGold HMY ... dd 4.20 –0.03 ... M 87.98 51.07 MuellerIndustries MLI 1.4 7 87.28 +3.53 .30
4.26 1.34 iHuman IH ... 7 2.96 +0.10 ... 229.90 154.19 Kadant KAI .5 24 222.10 +12.71 .29
79.44 60.17 HartfordFinl HIG 2.4 12 72.02 +1.55 .425 253.37 173.52 IllinoisToolWks ITW 2.1 25 250.16 +7.91 1.31 10.85 1.57 Kaleyra KLR ... dd 6.74 +2.71 ... 16.45 9.90 MuellerWater MWA 1.5 33 16.23 +0.88 .061
193.42 109.36 M&T Bank MTB 4.2 10 123.76 +7.89 1.30
38.85 22.78 HavertyFurn HVT 4.0 6 30.22 +1.79 .30 21.82 12.13 Imax IMAX ... dd 16.99 –0.27 ... 35.31 18.88 Kaman KAMN 3.3 dd 24.33 +1.03 .20 5.97 0.61 MultiPlan MPLN ... dd 2.11 +0.05 ...
14.00 7.33 MBIA MBI ... dd 8.64 +0.16 ...
44.01 33.18 HawaiianElec HE 4.0 18 36.20 +0.09 .36 5.25 2.49 IndependenceContr ICD ... dd 2.73 +0.19 ... 77.17 63.74 Kellogg K 3.5 28 67.40 +2.24 .59 51.29 25.97 MurphyOil MUR 2.9 5 38.30 +0.84 .275
47.50 27.04 MDC Holdings MDC 4.3 7 46.77 +2.14 .50
11.36 9.71 HawksAcqnA HWKZ ... 95 10.25 –0.04 ... 22.64 14.55 IndepRealty IRT 3.5 80 18.22 +0.89 .16 68.15 40.65 Kemper KMPR 2.6 dd 48.26 +0.03 .31 323.00 230.99 MurphyUSA MUSA .5 12 311.11 +18.62 .38
22.32 17.82 MDU Rscs MDU 4.3 11 20.94 +1.02.2225
15.17 7.97 Hayward HAYW ... 25 12.85 +1.29 ... 10.77 9.85 InfiniteAcqnA NFNT ... 66 10.57 +0.02 ... 30.60 20.21 Kennametal KMT 2.8 19 28.39 +1.05 .20 26.49 16.08 MyersIndustries MYE 2.8 13 19.43 +0.39 .135
13.21 7.15 MFA Financial MFA 12.5 dd 11.24 +0.32 .35
30.07 17.67 HealthcareRealty HR 7.4 dd 18.86 +0.73 .31 10.80 10.03 InFinTAcqnA IFIN ... cc 10.78 +0.02 ... 20.94 13.97 Kennedy-Wilson KW 5.9 dd 16.33 +0.83 .24 16.07 12.13 MGIC Investment MTG 2.5 6 15.79 +0.57 .10 N
28.43 19.09 HealthpeakProp PEAK 6.0 20 20.10 +0.83 .30 23.87 13.29 Informatica INFA ... dd 18.50 +0.59 ... 48.20 23.03 KenonHoldings KEN 12.0 dd 23.23 –1.40 2.79 46.37 27.79 MGM Resorts MGM .0 9 43.92 +2.54.0025
10.86 9.93 HeartlandMediaA HMA ... 63 10.54 +0.01 ... 20.60 14.71 Infosys INFY 1.5 22 16.07 +0.87.2133 10.91 9.98 KensingtonCapAcqnV KCGI.UT ... ... 10.62 ... ... 88.28 35.37 M/I Homes MHO ... 5 87.19 +5.64 ... 61.51 29.37 NACCO Inds NC 2.5 4 34.66 +0.04.2175
7.00 3.41 HeclaMining HL .3 dd 5.15 +0.17.0025 65.73 39.28 IngersollRand IR .1 40 65.36 +1.99 .02 10.57 9.88 KensingtonCapV A KCGI ... 24 10.56 +0.01 ... 19.49 4.45 MinisoGroup MNSO .0 25 16.99 +1.40 .152 15.44 8.43 N-able NABL ... cc 14.41 +0.15 ...
180.59 127.45 Heico HEI .1 65 176.94 +3.20 .10 90.81 46.52 Ingevity NGVT ... 11 58.16 +6.24 ... 27.80 24.75 Kenvue KVUE ... ... 26.42 –0.06 ... 3.44 1.75 MOGU MOGU ... dd 2.40 +0.01 ... 35.42 18.06 NCR NCR ... 41 25.20 +0.83 ...
143.43 102.80 Heico A HEI.A .1 51 140.60 +1.34 .10 113.46 78.81 Ingredion INGR 2.7 13 105.95 +1.81 .71 20.30 8.54 KeyCorp KEY 8.9 5 9.24 –0.11 .205 35.37 27.50 MPLX MPLX 9.1 9 33.94 +0.71 .775 17.19 9.35 NetPower NPWR ... dd 13.00 +0.73 ...
3.02 0.19 Heliogen HLGN ... dd .25 +0.03 ... 125.38 63.36 InnovativeIndProp IIPR 9.9 13 73.01 +2.42 1.80 189.45 133.34 KeysightTech KEYS ... 26 167.45 +9.47 ... 40.12 20.21 MP Materials MP ... 18 22.88 +1.43 ... 4.25 1.00 NGL Energy NGL ... dd 3.89 +0.11 ...
72.61 48.27 HeliosTech HLIO .5 26 66.09 +3.43 .09 4.40 0.75 Innovid CTV ... dd 1.09 +0.06 ... 55.03 25.99 KilroyRealty KRC 7.2 15 30.09 +2.08 .54 13.90 7.03 MRC Global MRC ... 12 10.07 –0.19 ... 23.28 7.00 NIO NIO ... dd 9.69 +1.26 ...
9.16 2.47 HelixEnergy HLX ... dd 7.38 +0.45 ... 131.09 96.68 Insperity NSP 1.9 22 118.96 +2.58 .57 147.87 108.74 KimberlyClark KMB 3.4 24 138.06 +1.09 1.18 176.00 108.75 MSA Safety MSA 1.1 dd 173.96 +11.64 .47 10.71 5.39 NL Industries NL 5.1 31 5.53 –0.01 .07
54.45 30.41 Helm&Payne HP 2.8 12 35.45 +1.85 .235 327.77 159.62 InspireMedical INSP ... dd 324.64 +9.56 ... 23.89 17.34 KimcoRealty KIM 4.7 82 19.72 +1.30 .23 572.50 385.00 MSCI MSCI 1.2 43 469.29 +4.14 1.38 48.42 38.05 NNN REIT NNN 5.1 22 42.79 +1.54 .55
30.65 11.14 Herbalife HLF ... 5 13.24 +0.61 ... 141.15 74.69 InstalledBldg IBP .9 17 140.16 +7.42 .33 19.36 15.92 KinderMorgan KMI 6.6 15 17.22 +0.90.2825 98.37 71.33 MSC Industrial MSM 3.3 15 95.28 –0.85 .79 24.83 13.98 NOV NOV 1.2 19 16.04 +0.84 .05
162.47 86.54 HercHoldings HRI 1.8 12 136.85 +11.42.6325 41.01 24.00 InsteelInds IIIN .4 8 31.12 +0.99 .03 41.15 26.32 Kinetik KNTK 8.5 28 35.14 +1.94 .75 10.56 9.44 M3-Brigade II A MBAC ... 48 10.24 +0.03 ... 14.86 8.83 NOW DNOW ... 9 10.36 –0.01 ...
16.28 10.94 HerculesCapital HTGC10.5 10 14.80 +0.69 .08 31.47 20.33 Instructure INST ... dd 25.16 +0.99 ... 10.60 5.63 KingswayFin KFS ... 3 8.15 –0.24 ... 10.60 9.97 M3-BrigadeIII A MBSC ... cc 10.45 –0.01 ... 45.80 30.25 NRG Energy NRG 4.0 dd 37.39 +2.70.3775
5.23 1.12 HeritageInsurance HRTG ... dd 3.85 –0.18 ... 89.62 50.05 IntegerHoldings ITGR ... 44 88.61 +2.54 ... 5.57 3.00 KinrossGold KGC 2.5 cc 4.77 +0.16 .03 16.41 8.38 MV Oil MVO16.8 6 12.77 +0.67 .345 6386.62 3816.56 NVR NVR ... 13 6350.62 +190.41 ...
12.11 5.64 HershaHospitality HT 3.3 2 6.09 +0.40 .05 10.98 9.96 IntegratedRailA IRRX ... cc 10.71 ... ... 378.71 217.19 KinsaleCapital KNSL .1 47 374.20 +15.89 .14 15.90 3.47 Mytheresa MYTE ... dd 4.00 +0.39 ... 11.59 9.99 NaborsEnerA NETC ... cc 10.64 +0.01 ...
276.88 211.49 Hershey HSY 1.7 30 249.70 –9.391.036 11.68 9.98 IntegratedWellA WEL ... cc 10.71 –0.02 ... 77.29 55.03 Kirby KEX ... 32 76.95 +4.10 ... 14.51 7.40 Macerich MAC 6.0 dd 11.27 +0.84 .17 190.90 83.05 NaborsIndustries NBR ... dd 93.03 –0.80 ...
160.52 90.34 Hess HES 1.3 20 135.95 +4.34.4375 114.11 88.60 ICE ICE 1.5 44 113.08 +1.99 .42 23.10 16.42 KiteRealty KRG 4.2 cc 22.34 +1.64 .24 25.12 12.80 Macy's M 4.1 4 16.05 +1.05.1654 50.00 26.48 NatlBankHoldings NBHC 3.6 11 29.04 +0.13 .26
32.20 24.33 HessMidstream HESM 7.6 15 30.68 +1.37.5851 72.10 47.06 InterContinentl IHG 2.0 33 70.45 +2.70 .945 49.19 33.67 KnifeRiver KNF ... ... 43.50 –2.07 ... 40.81 28.09 MSG Ent MSGE ... ... 33.62 +1.27 ... 74.62 49.27 NationalFuelGas NFG 3.9 8 51.36 +1.75 .495
17.74 11.90 HewlettPackard HPE 2.9 22 16.80 +0.28 .12 29.50 19.65 IntercorpFinSvcs IFS 4.8 7 24.84 +1.06 1.18 64.35 45.63 Knight-Swift KNX 1.0 14 55.56 +1.56 .14 209.82 136.61 MSG Sports MSGS .0 55 188.05 +8.76 7.00 74.48 47.22 NationalGrid NGG 5.0 5 67.33 +0.762.3458
76.48 49.83 Hexcel HXL .7 43 76.02 +4.36 .125 153.21 115.55 IBM IBM 5.0 68 133.81 +4.38 1.66 11.52 9.87 KnightSwanA KNSW ... cc 10.57 +0.03 ... 64.42 44.79 MagellanMid MMP 6.7 11 62.32 +2.841.0475 67.16 47.54 NatlHealthInv NHI 6.9 25 52.42 +1.08 .90
35.78 19.45 HighwoodsProp HIW 8.4 16 23.91 +2.68 .50 129.20 75.18 IntlFlavors IFF 4.1 dd 79.59 +4.31 .81 18.70 4.28 KnotOffshore KNOP 2.1 3 4.94 –0.22 .026 68.92 45.58 MagnaIntl MGA 3.3 37 56.44 +4.41 .46 82.59 63.06 NatlPrestoInds NPK 1.4 19 73.20 +0.483.00
53.76 36.16 Hillenbrand HI 1.7 21 51.28 +1.96 .22 32.23 15.01 IntlGameTech IGT 2.5 30 31.89 +1.50 .20 20.25 11.57 Knowles KN ... dd 18.06 +0.88 ... 16.98 8.18 Magnachip MX ... dd 11.18 –0.02 ... 58.31 33.72 NatlStorage NSA 6.4 35 34.83 +1.01 .56
34.87 24.18 Hilltop HTH 2.0 18 31.46 +1.02 .16 45.18 29.01 IntlPaper IP 5.8 6 31.81 +1.21.4625 16.24 15.36 KodiakGasSvcs KGS ... ... 16.24 +0.24 ... 27.57 18.01 MagnoliaOil MGY 2.1 5 20.90 +1.24 .115 7.41 3.61 Natura&Co NTCO ... dd 6.97 –0.31 ...
51.81 32.12 HiltonGrandVac HGV ... 14 45.44 +0.96 ... 53.25 17.89 IntlSeaways INSW 1.3 3 38.24 +0.78 1.50 36.60 17.89 Kohl's KSS 8.7 dd 23.05 +1.60 .50 10.82 9.79 MagnumOpusA OPA ... 17 10.45 ... ... 12.67 9.11 NaturalGasSvcs NGS ... dd 9.90 +0.09 ...
152.89 108.41 Hilton HLT .4 32 145.55 +8.44 .15 40.95 25.14 Interpublic IPG 3.2 17 38.58 +0.10 .31 21.76 11.25 Philips PHG .0 dd 21.69 +1.36.9387 45.67 31.66 MainStreetCap MAIN 6.9 12 40.03 +1.83 .23 17.63 8.00 NaturalGrocers NGVC 3.3 17 12.26 +0.15 .10
6.61 4.85 HimalayaShipping HSHP ... ... 5.56 –0.78 ... 56.66 17.23 IntrepidPotash IPI ... 7 22.69 +1.67 ... 53.83 31.46 KontoorBrands KTB 4.6 10 42.10 +1.70 .48 27.34 10.41 ManchesterUnited MANU ... dd 24.38 +1.78 ... 65.72 36.21 NaturalResPtrs NRP 5.7 4 52.74 +2.63 .75
12.34 4.01 Hims&HersHealth HIMS ... dd 9.40 +0.98 ... 30.18 20.76 InvenTrust IVT 3.7 36 23.14 +0.27.2155 38.42 20.11 Koppers KOP .7 10 34.10 +1.74 .06 20.20 7.53 Manitowoc MTW ... dd 18.83 +1.30 ... 10.74 4.40 Natuzzi NTZ ... dd 7.00 +0.25 ...
27.25 11.30 Hippo HIPO ... dd 16.53 –0.38 ... 18.00 9.48 InvescoMtg IVR 13.9 dd 11.47 +0.37 .40 8.85 5.76 KoreaElecPwr KEP ... dd 7.75 +0.80 ... 92.43 64.00 Manpower MAN 3.7 12 79.40 +2.81 1.47 7.80 4.71 NatWest NWG 5.4 7 6.12 +0.33.3958
18.66 6.88 HireRight HRT ... 7 11.31 +0.27 ... 9.00 1.02 Invitae NVTA ... dd 1.13 +0.02 ... 66.65 44.69 KornFerry KFY 1.5 13 49.54 –0.16 .18 20.40 14.92 ManulifeFinl MFC 4.7 9 18.91 +0.72.2703 2.60 1.10 Nautilus NLS ... dd 1.22 +0.07 ...
12.68 1.88 Holley HLLY ... 8 4.09 +0.42 ... 40.20 28.52 InvitatHomes INVH 3.0 68 34.40 +1.66 .26 8.55 4.64 KosmosEnergy KOS ... 9 5.99 +0.52 ... 33.42 19.42 MarathonOil MRO 1.6 6 23.02 +1.07 .10 15.21 9.81 NavigatorHldgs NVGS ... 22 13.01 +0.19 ...
19.85 15.12 HollyEnergy HEP 7.6 10 18.50 +1.15 .35 14.80 3.04 IonQ IONQ ... dd 13.53 +4.16 ... 52.00 41.82 Kroger KR 2.5 13 47.00 +0.86 .29 138.83 77.62 MarathonPetrol MPC 2.6 4 116.60 +4.96 .75 2.97 1.53 NaviosMaritime NM ... dd 1.64 –0.05 ...
26.20 19.77 HomeBancShares HOMB 3.2 14 22.80 +0.70 .18 57.53 43.33 IronMountain IRM 4.4 29 56.82 +2.85.6185 18.44 7.76 KronosWorldwide KRO 8.7 32 8.73 +0.11 .19 41.51 27.49 Marcus&Millichap MMI 1.6 19 31.51 +0.54 .25 101.60 78.41 Nelnet NNI 1.1 15 96.48 +0.37 .26
347.25 265.61 HomeDepot HD 2.7 19 310.64 +9.83 2.09 2.73 0.14 IronNet IRNT ... dd .21 ... ... 2.00 0.33 KukeMusic KUKE ... ... .60 –0.09 ... 18.23 13.62 Marcus MCS 1.3 dd 14.83 +0.27 .05 4.44 1.80 NerdyA NRDY ... dd 4.17 +0.17 ...
32.62 21.44 HondaMotor HMC 2.3 11 30.31 +0.16.4421 6.08 3.90 ItauUnibanco ITUB ... 10 5.90 –0.04 ... 17.21 7.93 Kyndryl KD ... dd 13.28 +0.44 ... 14.45 0.82 MariaDB MRDB ... 3 .86 –0.03 ... 21.48 17.07 Netstreit NTST 4.5 cc 17.87 +0.61 .20
40.13 28.72 HoraceMannEdu HMN 4.5 dd 29.66 +0.59 .33 J L 16.95 7.75 MarineProducts MPX 3.3 13 16.86 +0.56 .14 53.34 22.12 Nevro NVRO ... dd 25.42 +0.52 ...
51.69 37.78 HormelFoods HRL 2.7 24 40.22 –0.25 .275 44.03 25.60 MarineMax HZO ... 5 34.16 +4.10 ... 55.84 38.07 NewJerseyRscs NJR 3.3 16 47.20 +1.22 .39
124.05 66.01 DR Horton DHI .8 8 121.69 +1.29 .25 25.68 13.37 JBG SMITH Prop JBGS 6.0 18 15.04 +1.46 .225 139.89 89.28 LCI Inds LCII 3.3 16 126.36 +9.40 1.05 1458.56 1064.09 Markel MKL ... 67 1383.18 +59.13 ... 46.74 17.01 NewOrientalEduc EDU ... dd 39.49 +2.89 ...
102.36 74.18 HoulihanLokey HLI 2.2 25 98.31 +4.45 .55 18.02 8.38 JELD-WEN JELD ... 25 17.54 +1.35 ... 6.69 4.08 LG Display LPL .0 dd 6.06 –0.28 .231 3.24 0.71 Markforged MKFG ... dd 1.21 +0.07 ... 86.00 49.76 NewRelic NEWR ... dd 65.44 –0.22 ...
103.00 33.20 Hovnanian HOV ... 4 99.21 +6.88 ... 30.36 15.45 J.Jill JILL ... 9 21.43 +1.06 ... 11.00 2.75 LL Flooring LL ... dd 3.83 –0.46 ... 165.85 113.34 MarriottVacations VAC 2.3 13 122.72 +2.50 .72 11.40 5.81 NY CmntyBcp NYCB 6.0 3 11.24 +0.77 .17
89.58 50.90 HowardHughes HHC ... 25 78.92 +3.67 ... 146.00 101.28 JPMorganChase JPM 2.8 11 145.44 +6.59 1.00 18.47 8.15 LSB Inds LXU ... 4 9.85 –0.05 ... 189.02 146.82 Marsh&McLen MMC 1.3 29 188.08 +4.35 .59 42.40 27.59 NYTimes A NYT 1.1 34 39.38 +1.79 .11
49.68 30.05 HowmetAerospace HWM .3 43 49.56 +3.21 .04 109.00 48.80 Jabil JBL .3 15 107.93 +4.89 .08 45.49 30.87 LTC Properties LTC 6.9 11 33.02 +0.71 .19 462.70 284.99 MartinMarietta MLM .6 30 461.69 +19.31 .66 411.55 280.28 NewMarket NEU 2.2 12 402.12 +2.20 2.25
332.76 177.22 Hubbell HUBB 1.4 32 331.56 +14.49 1.12 49.60 23.56 JacksonFinl JXN 8.1 1 30.61 +1.68 .62 255.10 174.55 L3HarrisTech LHX 2.3 41 195.77 +3.87 1.14 57.93 42.33 Masco MAS 2.0 16 57.38 +2.12 .285 61.42 37.45 Newmont NEM 3.8 dd 42.66 +1.08 .40
535.90 245.03 HubSpot HUBS ... dd 532.09 +19.88 ... 138.05 106.78 JacobsSolns J .9 20 118.89 +4.39 .26 11.92 8.81 LXP Industrial LXP 5.1 25 9.75 +0.43 .125 104.23 65.71 MasoniteIntl DOOR ... 12 102.44 +4.27 ... 5.45 2.38 NewparkResources NR ... dd 5.23 +0.45 ...
6.34 3.08 HudbayMinerals HBM .3 cc 4.80 +0.15.0076 27.81 17.25 JamesHardie JHX ... 23 26.89 +0.90 ... 33.06 21.92 La-Z-Boy LZB 2.5 8 28.64 +1.15.1815 118.32 62.36 MasTec MTZ ... dd 117.97 +7.43 ... 7.70 4.27 NexaResources NEXA .0 dd 4.86 ....1888
15.75 4.05 HudsonPacProp HPP 11.8 dd 4.22 +0.14 .125 31.30 19.09 JanusHenderson JHG 5.7 13 27.25 +0.86 .39 263.13 200.32 LabCorp.ofAmerica LH 1.2 22 241.33 +6.50 .72 15.00 7.08 MasterBrand MBC ... ... 11.63 +0.57 ... 5.11 3.39 NexGenEnergy NXE ... dd 4.71 +0.16 ...
571.30 435.00 Humana HUM .8 18 447.13 +1.18 .885 12.24 7.97 JanusIntl JBI ... 14 10.66 +1.18 ... 208.88 200.00 LabAmericaWi LH.WI ... ... 207.45 +7.45 ... 395.17 276.87 Mastercard MA .6 39 393.30 +13.49 .57 22.86 12.53 NexPointRealEst NREF12.8 dd 15.59 +0.41 .185
260.02 188.51 HuntingIngalls HII 2.2 16 227.60 +10.64 1.24 40.68 25.56 JefferiesFinl JEF 3.6 14 33.17 +1.75 .30 12.18 8.67 LadderCapital LADR 8.5 9 10.85 +0.54 .23 73.78 41.17 MatadorRscs MTDR 1.1 5 52.32 +2.68 .15 66.98 38.67 NexPointResidentl NXRT 3.7 dd 45.48 +3.00 .42
33.46 23.53 Huntsman HUN 3.5 14 27.02 +1.62.2375 2.22 0.91 JianpuTech JT ... dd 1.10 –0.02 ... 116.00 70.60 LambWeston LW 1.0 31 114.95 +0.26 .28 121.29 64.89 Materion MTRN .5 24 114.20 +7.01 .13 4.03 1.82 Nextdoor KIND ... dd 3.26 +0.24 ...
125.07 71.67 HyattHotels H .5 22 114.58 +7.04 .15 76.92 38.43 JinkoSolar JKS ... 17 44.38 +2.27 ... 22.81 4.19 Lanvin LANV ... dd 4.82 –0.80 ... 28.99 14.48 Mativ MATV10.6 dd 15.12 +0.37 .40 91.35 69.64 NextEraEnergy NEE 2.5 22 74.20 +0.03.4675
4.71 1.22 Hyliion HYLN ... dd 1.67 +0.02 ... 11.98 3.15 JobyAviation JOBY ... dd 10.26 +3.94 ... 65.58 30.93 LasVegasSands LVS ... dd 58.00 +0.72 ... 92.10 56.51 Matson MATX 1.6 4 77.73 +3.69 .32 11.36 6.66 NexTierOilfield NEX ... 4 8.94 +0.54 ...
59.64 20.99 HysterYaleMatls HY 2.3 dd 55.84 +4.82 .325 123.29 81.59 JohnBeanTech JBT .3 30 121.30 +4.91 .10 43.44 27.71 Lazard LAZ 6.3 15 32.00 +1.42 .50 15.40 8.27 MauiLand MLP ... cc 14.24 –0.25 ... 86.48 51.76 NicoletBankshares NIC 1.5 16 67.91 –0.03 .25

131.31 82.22 Nike NKE 1.2 34 110.37 +0.85 .34 44.30 19.25 PampaEnergia PAM ... 6 43.32 +1.28 ... 25.50 14.75 RXO RXO ... 50 22.67 +1.61 ... 30.00 12.43 SentinelOne S ... dd 15.10 –0.35 ... 12.33 8.60 SunstoneHotel SHO 2.0 27 10.12 +0.50 .05
17.10 2.03 NineEnergy NINE ... 8 3.83 +0.52 ... 21.52 13.40 PanAmerSilver PAAS 2.7 dd 14.58 +0.14 .10 26.74 17.84 RadianGroup RDN 3.6 6 25.28 +0.25 .225 4.17 1.86 SequansComms SQNS ... ... 2.23 +0.07 ... 5.67 2.57 SuperGroup SGHC ... ... 2.90 –0.92 ...
31.87 23.78 NiSource NI 3.7 19 27.35 +0.63 .25 30.49 13.72 ParPacific PARR ... 2 26.61 +2.16 ... 2.74 1.55 Rafael RFL ... dd 2.09 –0.04 ... 14.52 5.03 SeritageGrowth SRG ... dd 8.92 +0.68 ... 7.38 2.88 SuperiorIndsIntl SUP ... dd 3.60 –0.02 ...
21.53 11.78 NoahHoldings NOAH 2.6 7 14.08 –0.38 .38 47.03 20.37 ParTechnology PAR ... dd 32.93 –0.76 ... 128.94 82.23 RalphLauren RL 2.4 16 123.30 +3.68 .75 75.11 56.85 ServiceCorp SCI 1.7 21 64.59 +1.02 .27 11.09 7.46 Suzano SUZ ... 3 9.22 –0.33 ...
45.50 22.64 Noble NE ... 16 41.31 +4.79 ... 21.49 15.53 Paragon28 FNA ... dd 17.74 –0.22 ... 36.38 22.61 RangeResources RRC 1.1 3 29.40 +1.30 .08 576.68 337.00 ServiceNow NOW ... cc 561.97 +18.98 ... 21.66 6.10 Sweetgreen SG ... dd 12.82 +1.94 ...
5.28 3.93 Nokia NOK 1.6 5 4.16 +0.18.0329 7.95 3.90 ParamountGroup PGRE 3.2 dd 4.43 +0.26 .035 12.51 8.50 RangerEnergySvcs RNGR ... 10 10.24 +0.49 ... 93.83 39.66 ServisFirst SFBS 2.7 9 40.92 +0.19 .28 57.38 28.37 Sylvamo SLVM 2.5 9 40.45 –0.26 .25
20.32 12.50 NomadFoods NOMD ... 13 17.52 +0.02 ... 16.92 10.08 ParkAerospace PKE 3.6 26 13.80 –0.14 .125 8.24 2.66 Ranpak PACK ... dd 4.52 +0.46 ... 79.33 38.69 ShakeShack SHAK ... dd 77.72 +3.77 ... 40.89 26.59 SynchronyFinl SYF 2.7 6 33.92 +1.22 .23
4.23 3.00 Nomura NMR 2.8 18 3.83 +0.03.0862 16.15 10.70 ParkHotels PK 4.4 11 12.82 +0.51 .15 126.00 82.00 RaymondJames RJF 1.6 14 103.77 +6.58 .42 10.80 2.13 Shapeways SHPW ... dd 3.76 +0.58 ... 44.91 25.19 SynovusFinl SNV 5.0 6 30.25 +1.21 .38
4.65 1.80 NordicAmTankers NAT 10.4 9 3.67 –0.01 .15 392.81 235.69 ParkerHannifin PH 1.5 34 390.04 +19.92 1.48 9.84 2.51 RayonierAdvMatls RYAM ... dd 4.28 +0.13 ... 62.75 44.90 Shell SHEL 3.6 5 60.38 +0.78 .575 88.84 69.22 Sysco SYY 2.7 25 74.20 +1.75 .50
27.43 14.03 Nordstrom JWN 3.7 cc 20.47 +2.30 .19 50.15 38.67 Parsons PSN ... 54 48.14 +0.86 ... 38.47 27.81 Rayonier RYN 3.6 54 31.40 +2.98 .285 266.51 195.24 SherwinWilliams SHW .9 33 265.52 +18.48 .605 12.00 2.69 System1 SST ... dd 4.50 –0.35 ...
264.22 196.33 NorfolkSouthern NSC 2.3 17 226.76 +8.76 1.35 402.78 262.12 PaycomSoftware PAYC .5 60 321.24 +15.04 .375 104.91 80.27 RaytheonTech RTX 2.4 26 97.96 +1.05 .59 76.40 29.39 Shift4Paymts FOUR ... 50 67.91 +6.17 ...
T
20.23 9.20 NorthAmConstr NOA 1.5 11 19.13 –0.74.0588 18.25 6.75 Paymentus PAY ... dd 10.56 +0.08 ... 14.19 9.36 ReadyCapital RC 5.0 9 11.28 +0.59 .40 36.64 22.98 ShinhanFin SHG 4.9 4 26.06 +0.01.3936
18.49 10.03 NoEuroOil NRT 25.0 4 12.98 +0.16 1.05 28.80 9.34 Paysafe PSFE ... dd 10.09 –0.54 ... 75.11 55.50 RealtyIncome O 5.1 42 59.79 +1.03.2555 67.36 23.63 Shopify SHOP ... dd 64.60 +0.81 ... 10.45 2.81 TAL Education TAL ... dd 5.96 +0.37 ...
39.02 21.45 NorthernOil&Gas NOG 4.3 2 34.32 +2.25 .37 32.89 17.42 PeabodyEnergy BTU 1.4 2 21.66 +0.97 .075 4.58 1.67 Redwire RDW ... dd 2.55 –0.04 ... 10.98 9.89 ShoulderUpTechA SUAC ... 91 10.41 –0.07 ... 55.50 36.79 TC Energy TRP 6.8 32 40.41 +1.15.6846
11.55 9.79 NorthernStrIII A NSTC ... 36 10.40 ... ... 47.00 8.00 PeakstoneRealty PKST 3.2 dd 27.92 –5.48 .225 8.97 5.47 RedwoodTrust RWT13.3 dd 6.37 +0.26 .16 81.23 44.61 Shutterstock SSTK 2.2 22 48.67 +1.58 .27 15.38 6.52 TDCX TDCX ... 14 7.91 –0.23 ...
10.74 9.78 NorthernStrIV A NSTD ... 35 10.32 +0.02 ... 12.03 8.84 Pearson PSO 2.5 26 10.48 +0.14.1815 162.89 108.82 RegalRexnord RRX .9 29 153.90 +5.52 .35 12.44 5.96 Sibanye-Stillwater SBSW 7.4 4 6.24 –0.14.2675 111.57 78.86 TD Synnex SNX 1.5 13 94.00 –2.21 .35
556.27 429.10 NorthropGrum NOC 1.6 15 455.80 +1.75 1.87 20.54 12.37 PebblebrookHotel PEB .3 dd 13.94 +1.03 .01 41.87 24.38 RegionalMgmt RM 3.9 9 30.50 +0.78 .30 83.42 50.84 SignetJewelers SIG 1.4 7 65.26 +2.94 .23 140.84 104.76 TE Connectivity TEL 1.7 21 140.16 +7.05 .59
54.72 41.75 NorthwestNat NWN 4.5 15 43.05 +1.01 .485 23.95 12.84 PediatrixMedical MD ... 12 14.21 +0.57 ... 24.33 13.94 RegionsFinl RF 4.5 8 17.82 +0.87 .20 55.41 38.59 SilganHoldings SLGN 1.5 16 46.89 +1.14 .18 22.29 15.09 Tegna TGNA 2.3 6 16.24 +0.95 .095
21.90 10.47 NorwegCruise NCLH ... dd 21.77 +2.37 ... 10.77 9.91 PegasusDigA PGSS ... 32 10.65 ... ... 1.85 0.69 Regis RGS ... dd 1.11 +0.07 ... 49.91 19.13 SilverBowRscs SBOW ... 1 29.12 +3.67 ... 23.68 18.85 Telus TU 5.6 25 19.46 +0.24.2676
6.99 3.00 NouveauMonde NMG ... dd 3.04 –0.08 ... 38.29 29.59 PembinaPipeline PBA 6.4 8 31.44 +1.28.4967 153.35 112.23 ReinsGrp RGA 2.3 10 138.69 –0.72 .80 10.29 9.95 SilverBoxIIIA SBXC ... ... 10.11 +0.03 ... 31.52 14.33 TelusIntl TIXT ... 25 15.18 +0.57 ...
105.56 74.09 Novartis NVS 2.3 31 100.91 +0.223.4694 6.82 4.70 PennantPark PNNT13.6 dd 5.89 +0.24 .20 272.25 162.50 RelianceSteel RS 1.5 10 271.59 +13.33 1.00 10.82 4.37 Similarweb SMWB ... dd 6.56 +0.23 ... 45.81 26.01 Ternium TX 6.8 4 39.65 –0.35 1.80
172.97 95.02 NovoNordisk NVO .8 43 161.83 +2.761.1887 73.79 41.77 PennyMacFin PFSI 1.1 12 70.31 +2.63 .20 223.80 124.18 RenaissanceRe RNR .8 dd 186.52 –1.27 .38 133.08 86.02 SimonProperty SPG 6.4 17 115.48 +7.74 1.85 128.93 78.87 TFI Intl TFII 1.2 13 113.96 +8.31 .35
8.06 3.39 NuHoldings NU ... dd 7.89 +0.33 ... 15.78 10.78 PennyMacMtg PMT 11.9 dd 13.48 +0.70 .40 41.27 25.35 RentokilInit RTO 1.0 54 39.01 –0.30.3169 140.83 75.25 SimpsonMfg SSD .8 18 138.50 +6.27 .27 15.75 10.20 TIM TIMB 4.6 24 15.29 +0.09.0745
47.31 29.96 NuSkinEnts NUS 4.7 22 33.20 +1.09 .39 167.86 94.49 PenskeAuto PAG 1.4 9 166.63 +8.15 .66 153.39 120.58 RepublicSvcs RSG 1.3 32 153.17 +6.64 .495 9.98 4.07 SiriusPoint SPNT ... dd 9.03 +0.05 ... 85.23 54.55 TJX TJX 1.6 26 84.79 +2.73.3325
182.68 100.13 Nucor NUE 1.2 6 163.98 +10.19 .51 64.84 38.55 Pentair PNR 1.4 22 64.60 +4.48 .22 23.94 14.95 ResideoTech REZI ... 10 17.66 +0.45 ... 169.26 97.36 SiteOneLandscape SITE ... 37 167.36 +9.48 ... 10.65 9.80 TLGAcqnOneA TLGA ... cc 10.58 ... ...
15.85 6.42 NuScalePower SMR ... dd 6.80 –0.47 ... 348.67 118.65 Penumbra PEN ... cc 344.06 +9.96 ... 247.65 202.04 ResMed RMD .8 37 218.50 +3.23 .44 33.65 19.31 SitioRoyalties STR 7.6 12 26.27 +1.71 .50 11.03 5.14 TPG RE Fin TRTX13.0 dd 7.41 –0.11 .24
17.75 12.80 NuSTAREnergy NS 9.3 14 17.14 +0.35 .40 21.03 4.00 Perfect PERF ... dd 4.83 –0.01 ... 77.84 50.10 RestaurantBrands QSR 2.8 24 77.52 +2.17 .55 31.29 16.83 SixFlags SIX ... 21 25.98 –0.39 ... 25.00 20.25 TXO Partners TXO 9.2 5 21.65 –0.13 .50
102.73 52.23 Nutrien NTR 3.6 5 59.05 +0.29 .53 63.22 42.77 PerformanceFood PFGC ... 29 60.24 +2.47 ... 32.59 14.95 Revolve RVLV ... 24 16.40 +0.98 ... 54.77 31.28 SkechersUSA SKX ... 20 52.66 +1.88 ... 110.69 59.43 TaiwanSemi TSM 1.4 16 100.92 –0.99.489
4.10 1.52 NuvationBio NUVB ... dd 1.80 +0.04 ... 12.21 5.36 PerimeterSolns PRM ... 39 6.15 +0.38 ... 170.00 110.75 Revvity RVTY .2 16 118.79 +2.82 .07 7.65 4.10 SkeenaRscs SKE ... dd 4.83 +0.12 ... 17.15 12.28 TakedaPharm TAK 3.5 21 15.71 –0.21.3012
51.94 29.19 nVentElectric NVT 1.4 20 51.67 +3.48 .175 27.77 14.06 PermianBasin PBT 4.7 21 24.93 +2.35.0524 36.31 26.05 RexAmerRscs REX ... 22 34.81 +1.88 ... 4.93 1.03 Skillsoft SKIL ... dd 1.24 –0.05 ... 22.63 10.69 TalosEnergy TALO ... 2 13.87 +0.53 ...
12.05 5.08 PermianRscs PR 1.8 6 10.96 +0.67 .05 68.68 48.74 RexfordIndlRealty REXR 2.9 55 52.22 +1.99 .38 43.59 8.12 Skillz SKLZ ... dd 9.10 –0.32 ... 22.37 13.26 Tanger SKT 4.4 28 22.07 +1.59 .245
O 76.82 44.68 SkylineChamp SKY ... 9 65.45 +2.89 ...
4.05 2.02 PermianvilleRT PVL 17.4 6 2.50 +0.03.0125 11.10 9.93 RigelResourceA RRAC ... 33 10.72 +0.03 ... 47.48 27.53 Tapestry TPR 2.8 12 42.80 –0.11 .30
9.35 4.10 PermRock PRT 17.5 6 5.45 +0.45.0408 61.42 25.32 RingCentral RNG ... dd 32.73 +0.66 ... 5.92 2.03 SmartRent SMRT ... dd 3.83 +0.48 ... 79.70 55.56 TargaResources TRGP 2.6 20 76.10 +6.18 .50
30.52 22.34 OFGBancorp OFG 3.4 7 26.08 +0.61 .22
43.90 30.78 Perrigo PRGO 3.2 dd 33.95 +0.43 .273 80.52 50.92 RioTinto RIO 7.7 8 63.84 +0.34 2.25 52.81 25.09 Smartsheet SMAR ... dd 38.26 ... ... 183.89 125.08 Target TGT 3.3 22 131.90 +0.07 1.10
42.91 33.28 OGE Energy OGE 4.6 17 35.91 +0.23.4141
16.32 8.88 PetroleoBrasil PBR 41.0 3 13.83 –0.26.1706 6.73 3.43 Riskified RSKD ... dd 4.86 –0.02 ... 73.22 46.58 SmithAO AOS 1.6 47 72.78 +3.29 .30 42.22 22.89 TaroPharm TARO ... 56 37.93 –0.84 ...
23.52 11.60 O-I Glass OI ... 5 21.33 +1.17 ...
14.93 7.86 PetroleoBrasilA PBR.A45.8 2 12.37 –0.231.1019 11.61 1.50 RiteAid RAD ... dd 1.51 –0.39 ... 33.09 21.78 Smith&Nephew SNN 2.3 63 32.25 +0.91 .462 48.95 22.64 TaylorMorrison TMHC ... 5 48.77 +1.64 ...
89.01 68.86 ONE Gas OGS 3.4 19 76.81 +0.42 .65
54.93 35.76 Pfizer PFE 4.5 7 36.68 –1.62 .41 11.04 6.86 RithmCapital RITM10.7 17 9.35 +0.25 .25 163.07 125.83 Smucker SJM 2.8 dd 147.67 –2.65 1.02 16.40 3.53 Team TISI ... 0 8.30 +1.82 ...
71.57 50.50 ONEOK OKE 6.2 12 61.72 +4.03 .955
105.62 82.85 PhilipMorris PM 5.2 17 97.62 +1.32 1.27 89.78 64.65 RobertHalf RHI 2.6 13 75.22 +4.69 .48 16.55 7.33 Snap SNAP ... dd 11.84 +1.02 ... 16.82 5.48 TechnipFMC FTI ... dd 16.62 +1.85 ...
11.52 6.87 ON24 ONTF .0 dd 8.12 –0.39 1.09
113.53 74.02 Phillips66 PSX 4.4 4 95.38 +4.52 1.05 53.88 25.32 Roblox RBLX ... dd 40.30 +2.45 ... 289.47 192.25 Snap-On SNA 2.2 17 288.19 +14.57 1.62 49.34 24.72 TeckResourcesB TECK .9 10 42.10 +2.57.094
17.66 11.15 Openlane KAR ... dd 15.22 +0.12 ...
5.80 1.81 PhoenixNewMedia FENG ... dd 1.97 –0.08 ... 11.38 5.97 RocketCos. RKT ... dd 8.96 +0.35 ... 205.66 119.27 Snowflake SNOW ... dd 175.98 –2.27 ... 53.35 17.00 Tecnoglass TGLS .7 13 51.66 +3.38 .09
77.13 55.51 OccidentalPetrol OXY 1.2 7 58.80 +2.73 .18
40.00 21.67 Phreesia PHR ... dd 31.01 +0.64 ... 331.40 192.90 Rockwell ROK 1.4 29 329.45 +16.18 1.18 115.72 60.21 SOQUIMICH SQM 7.8 5 72.62 +2.973.2237 6.75 2.54 Teekay TK ... 5 6.04 +0.05 ...
22.26 7.25 OceaneeringIntl OII ... 39 18.70 +1.57 ...
18.30 13.28 PhysiciansRealty DOC 6.6 32 13.99 +0.51 .23 50.16 36.23 RogersComm B RCI 3.3 17 45.64 +1.23 .367 8.19 3.08 SohoHouse SHCO ... dd 5.42 –0.63 ... 48.05 14.90 TeekayTankers TNK 2.6 3 38.23 +0.44 .25
37.17 22.50 OcwenFinancial OCN ... dd 29.97 +1.25 ...
13.83 5.99 PiedmontOfficeA PDM 11.6 11 7.27 +0.62 .21 271.12 98.45 Rogers ROG ... 32 161.93 +4.72 ... 13.75 7.15 SolarisOilfield SOI 5.3 11 8.33 +0.45 .11 20.65 14.31 TejonRanch TRC ... 34 17.21 +0.24 ...
38.48 5.63 Offerpad OPAD ... dd 12.96 +2.97 ...
84.59 59.03 PinnacleWest PNW 4.2 20 81.46 +0.65 .865 43.06 33.38 Rollins ROL 1.2 55 42.83 +1.44 .13 11.37 7.51 SolarWinds SWI ... dd 10.26 +0.34 ... 44.66 21.60 TeladocHealth TDOC ... dd 25.32 +1.58 ...
60.00 22.14 Oil-Dri ODC 2.0 18 58.99 +5.04 .29
29.27 16.77 Pinterest PINS ... dd 27.34 +1.10 ... 482.75 356.22 RoperTech ROP .6 44 480.80 +19.99.6825 8.86 3.39 SoloBrands DTC ... dd 5.66 +0.56 ... 6.88 3.72 TelecomArgentina TEO 20.4 dd 6.09 –0.25.208
10.47 3.51 OilStatesIntl OIS ... cc 7.47 +0.53 ...
274.70 177.27 PioneerNatRscs PXD 11.2 7 207.18 +8.52 2.09 10.96 9.80 RossAcqnIIA ROSS ... 94 10.58 +0.08 ... 2.95 0.86 Sonendo SONX ... dd 1.36 +0.11 ... 448.71 325.00 TeledyneTech TDY ... 26 411.11 +12.02 ...
26.72 20.27 OldRepublic ORI 3.9 13 25.17 +0.95 .245
162.20 102.60 PiperSandler PIPR 1.9 22 129.26 –0.81 .60 104.72 83.63 RoyalBkCanada RY 4.1 13 95.51 +2.75.9935 62.26 34.17 SonicAutomotive SAH 2.4 76 47.67 +0.74 .29 276.43 182.65 Teleflex TFX .6 32 242.03 +4.73 .34
64.70 41.33 Olin OLN 1.6 7 51.39 +3.15 .20
4.85 2.30 PitneyBowes PBI 5.6 76 3.54 +0.25 .05 105.21 31.09 RoyalCaribbean RCL ... dd 103.74 +5.82 ... 23.90 6.00 SonidaSrLiving SNDA ... dd 8.72 –0.28 ... 9.26 6.49 TelefonicaBras VIV 4.5 19 9.13 +0.20.0281
14.08 5.74 Olo OLO ... dd 6.46 –0.04 ...
85.91 54.15 PlanetFitness PLNT ... 54 67.44 +1.74 ... 10.50 0.25 RubiconTech RBT ... dd .37 –0.01 ... 65.97 53.78 SonocoProducts SON 3.5 12 59.02 +1.68 .51 5.15 3.10 Telefonica TEF 5.8 15 4.03 +0.11.1646
33.71 25.61 OmegaHealthcare OHI 8.7 27 30.69 +0.60 .67
7.52 3.00 PlanetLabs PL ... dd 3.22 +0.15 ... 6.52 2.77 RushStreetInt RSI ... dd 3.12 +0.11 ... 100.94 61.72 Sony SONY .4 16 90.04 –1.10.2861 31.95 23.03 TelekmIndonesia TLK 3.2 19 26.67 +0.361.1296
97.22 61.31 Omnicom OMC 2.9 14 95.15 +1.97 .70
8.40 4.21 PlayAGS AGS ... 50 5.65 +0.27 ... 46.40 32.13 RyanSpecialty RYAN ... 78 44.89 +1.75 ... 80.57 60.71 Southern SO 4.0 23 70.25 –0.20 .70 17.42 6.44 Telephone&Data TDS 9.0 dd 8.23 +0.95 .185
34.88 15.44 OnHolding ONON ... cc 33.00 +3.24 ...
23.66 15.59 PlymouthIndREIT PLYM 3.9 dd 23.02 +0.87 .225 102.36 65.69 RyderSystem R 2.9 5 84.79 +2.77 .62 82.05 42.42 SoCopper SCCO 4.5 21 71.74 +0.49 1.00 44.28 20.78 TempurSealy TPX 1.1 17 40.07 +2.41 .11
28.32 19.35 OneLiberty OLP 8.9 11 20.32 +0.03 .45
123.87 91.86 Polaris PII 2.2 11 120.93 +5.57 .65 43.76 18.68 RyersonHolding RYI 1.7 6 43.38 +4.62 .18 10.90 9.86 SouthportAcqnA PORT ... 17 10.52 +0.08 ... 11.16 9.71 10XCapIII A VCXB ... 63 10.48 ... ...
23.00 2.61 OneConnectFin OCFT ... dd 3.30 –0.80 ...
56.37 41.58 PortlandGenElec POR 4.1 17 46.83 +0.78 .475 98.60 71.63 RymanHospitality RHP 2.3 25 92.92 +3.41 1.00 41.76 28.40 SouthwestAir LUV 2.0 36 36.21 +2.28 .18 38.00 22.24 Tenaris TS .0 6 29.95 +1.90 .68
46.99 28.77 OneMain OMF 9.2 7 43.69 +2.02 1.00
98.84 80.39 PostHoldings POST ... 14 86.65 +1.56 ... 88.40 53.79 SouthwestGas SWX 3.9 dd 63.65 +2.73 .62 9.29 3.14 TencentMusic TME ... 19 7.38 –0.07 ...
117.99 56.02 OntoInnovation ONTO ... 29 116.47 +11.02 ... S
17.28 14.13 PostalRealty PSTL 6.5 cc 14.71 +0.28.2375 8.39 4.57 SouthwesternEner SWN ... 1 6.01 +0.51 ... 85.40 36.69 TenetHealthcare THC ... 21 81.38 +3.18 ...
16.77 11.01 Ooma OOMA ... dd 14.97 +0.40 ...
26.05 11.65 PowerSchool PWSC ... dd 19.14 +0.08 ... 84.12 38.93 SpectrumBrands SPB 2.2 dd 78.05 +3.52 .42 82.07 56.04 Tennant TNC 1.3 19 81.11 +1.74 .265
49.32 28.41 Oppenheimer A OPY 1.5 13 40.18 +0.72 .15 139.25 78.22 SAP SAP 1.2 76 136.81 +3.342.1864
87.36 41.56 PrecisionDrilling PDS ... 11 48.75 +2.94 ... 32.30 18.00 SphereEnt SPHR ... dd 27.39 –0.13 ... 53.74 28.65 Teradata TDC ... cc 53.41 +2.10 ...
3.70 1.70 OppFi OPFI ... dd 2.04 –0.14 ... 405.65 279.32 S&P Global SPGI .9 47 400.89 +10.53 .90
67.45 48.51 PrestigeCnsHlth PBH ... dd 59.43 +2.22 ... 1.71 0.35 SpireGlobal SPIR ... dd .52 +0.05 ... 60.85 26.76 Terex TEX 1.0 11 59.83 +4.05 .15
127.54 60.78 Oracle ORCL 1.3 39 119.09 +0.45 .40 10.51 9.73 SDCLEDGEAcqn SEDA ... 80 10.44 +0.02 ...
10.69 9.94 PrimeImpactI A PIAI ... cc 10.67 –0.02 ... 77.68 61.52 Spire SR 4.5 14 63.44 +0.73 .72 5.25 1.11 TerranOrbital LLAP ... dd 1.50 +0.20 ...
13.08 8.81 Orange ORAN 4.9 15 11.64 +0.40.3142 11.74 4.90 SeacorMarine SMHI ... dd 11.43 +0.22 ...
199.82 115.03 Primerica PRI 1.3 18 197.76 +8.83 .65 38.55 21.14 SpiritAeroSys SPR .1 dd 29.19 +1.09 .01 67.03 50.36 TerrenoRealty TRNO 2.7 23 60.10 +3.48 .40
16.40 7.95 OrchidIsland ORC 18.6 dd 10.35 +0.38 .16 6.42 1.33 SES AI SES ... dd 2.44 +0.45 ...
16.47 12.15 PrimoWater PRMW 2.6 48 12.54 –0.03 .08 25.68 14.41 SpiritAirlines SAVE .0 dd 17.16 +0.98 .10 5.06 2.43 TetraTech TTI ... 83 3.38 +0.67 ...
34.29 18.87 Organon OGN 5.4 7 20.81 +0.57 .28 11.51 8.43 SFL SFL 10.3 ... 9.33 +0.25 .24
31.00 15.90 PrimorisSvcs PRIM .8 12 30.47 +1.90 .06 44.93 34.31 SpiritRealtyCap SRC 6.7 17 39.38 +1.20 .663 11.45 6.78 TevaPharm TEVA ... dd 7.53 –0.09 ...
47.28 25.59 OriginBancorp OBK 2.0 9 29.30 –0.35 .15 7.35 2.76 SignaSports SSU ... dd 2.83 –0.01 ...
24.50 11.87 ProAssurance PRA 1.3 dd 15.09 +0.40 .05 161.66 69.29 Spotify SPOT ... dd 160.55 +3.06 ... 2739.00 1266.21 TexasPacLand TPL 1.0 23 1316.50 +33.84 3.25
3.35 2.10 OrionGroup ORN ... dd 2.81 +0.39 ... 15.61 10.42 SITE Centers SITC 3.9 18 13.22 +0.85 .13
68.68 41.80 ProcoreTech PCOR ... dd 65.07 +1.99 ... 11.23 9.96 SpreeAcqn1 A SHAP ... 37 10.62 +0.05 ... 40.94 25.47 Textainer TGH 3.0 7 39.38 +0.02 .30
11.25 5.27 OrionOffice ONL 6.1 dd 6.61 +0.25 .10 83.88 57.51 SJW Group SJW 2.2 26 70.11 +1.34 .38
158.11 122.18 Procter&Gamble PG 2.5 26 151.74 +3.28.9407 15.00 7.25 Sprinklr CXM ... dd 13.83 +0.37 ... 76.11 57.96 Textron TXT .1 17 67.63 +2.72 .02
26.91 12.87 Orion OEC .4 11 21.22 +0.17.0207 23.72 18.26 SK Telecom SKM ... 10 19.51 –0.26 ...
149.87 109.42 Progressive PGR .3 94 132.37 –0.40 .10 41.96 29.76 Sprott SII 3.1 45 32.40 +0.62 .25 611.06 475.77 ThermoFisher TMO .3 34 521.75 –2.46 .35
92.03 68.78 Orix IX 2.9 11 91.21 +2.141.5303 51.69 19.06 SLGreenRealty SLG 10.8 dd 30.05 +6.50.2708
138.86 98.03 Prologis PLD 2.8 38 122.63 +5.73 .87 1.55 0.55 SprucePower SPRU ... dd .81 –0.03 ... 27.85 13.26 Thermon THR ... 27 26.60 +1.09 ...
101.81 75.25 OrmatTech ORA .6 60 80.46 –1.12 .12 48.55 24.66 SM Energy SM .9 3 31.63 +2.54 .15
5.94 4.03 PropertyGuru PGRU ... dd 4.44 –0.16 ... 34.38 16.86 Squarespace SQSP ... dd 31.54 +2.64 ... 138.55 101.24 ThomsonReuters TRI 1.5 56 134.94 +1.34 4.67
9.89 2.05 OscarHealth OSCR ... dd 8.06 –0.46 ... 10.32 2.54 SOS SOS ... dd 4.15 +0.10 ...
12.58 6.33 ProPetro PUMP ... 57 8.24 +0.69 ... 48.76 31.11 St.Joe JOE .8 42 48.34 +3.83 .10 105.36 67.09 ThorIndustries THO 1.7 10 103.50 +9.14 .45
106.66 69.30 Oshkosh OSK 1.9 23 86.59 +5.76 .41 85.67 49.67 SPX Tech SPXC ... 87 84.97 +3.09 ...
78.76 55.12 ProsperityBcshs PB 3.9 10 56.48 +0.99 .55 48.24 31.61 StandardMotor SMP 3.1 13 37.52 +1.43 .29 13.52 7.02 3D Systems DDD ... dd 9.93 +1.00 ...
10.88 9.63 OsirisAcqn OSI ... dd 10.88 +0.83 ... 3.56 0.25 SQZ Biotech SQZ ... dd .27 –0.13 ...
53.00 22.04 ProtoLabs PRLB ... dd 34.96 +1.63 ... 147.40 79.02 StandexIntl SXI .8 13 141.47 +5.93 .28 152.30 92.38 3M MMM 6.0 10 100.09 –0.63 1.50
7.67 3.84 OsiskoDevelopment ODV ... dd 4.59 +0.17 ... 37.15 26.56 STAG Indl STAG 4.1 37 35.88 +1.60.1225
25.61 14.54 ProvidentFinSvcs PFS 5.9 7 16.34 –0.17 .24 118.37 70.24 StanleyBlackDck SWK 3.4 20 93.71 +5.90 .80 55.76 17.51 Tidewater TDW ... dd 55.44 +8.72 ...
17.96 9.20 OsiskoGold OR 1.2 90 15.37 +0.31.0405 91.10 54.29 SabineRoyalty SBR 13.2 8 65.94 +2.02.3259
110.96 75.37 PrudentialFinl PRU 5.7 cc 88.22 +4.33 1.25 65.42 42.74 Stantec STN .9 36 65.22 +2.36.1435 10.35 6.05 Tilly's TLYS ... dd 7.01 +0.26 ...
90.11 62.49 OtisWorldwide OTIS 1.5 29 89.01 +2.64 .34 4.04 2.35 SafeBulkers SB 6.1 3 3.26 +0.01 .05
34.37 18.20 Prudential PUK ... 37 28.32 +0.77 ... 12.60 6.65 Starrett A SCX ... 4 10.45 +0.38 ... 92.36 50.85 Timken TKR 1.4 16 91.53 +6.62 .33
20.85 3.21 Ouster OUST ... dd 4.94 –0.48 ... 49.11 22.00 Safehold SAFE13.2 dd 23.73 +1.41 .177 4.53 2.60 Startek SRT ... dd 2.92 –0.04 ... 21.65 14.09 TimkenSteel TMST ... 32 21.57 +2.09 ...
21.65 13.82 OutfrontMedia OUT 7.6 24 15.72 +1.49 .30 69.94 52.51 PublicServiceEnt PEG 3.6 13 62.61 +1.11 .57 225.00 126.34 Salesforce CRM ... cc 211.26 +1.17 ... 24.44 16.06 StarwoodProp STWD 9.9 10 19.40 +0.97 .48 17.29 9.23 TItanIntl TWI ... 4 11.48 +0.25 ...
4.51 1.90 OverseasShip OSG ... 9 4.17 +0.21 ... 357.13 270.13 PublicStorage PSA 4.1 12 291.88 +8.303.00 18.42 10.80 SallyBeauty SBH ... 8 12.35 +0.43 ... 94.74 58.62 StateStreet STT 3.4 10 73.18 +2.11 .63 26.04 12.99 Toast TOST ... dd 22.57 +1.03 ...
59.11 32.07 Ovintiv OVV 3.2 2 38.07 +3.10 .30 79.15 35.99 PulteGroup PHM .8 7 77.68 +1.41 .16 30.91 8.42 Samsara IOT ... dd 27.71 +1.60 ... 48.00 38.00 SteelPartners SPLP ... 6 47.50 +4.00 ... 79.47 39.53 Toll Bros TOL 1.1 6 79.07 +2.97 .21
37.03 11.79 Owens&Minor OMI ... dd 19.04 +0.40 ... 38.36 22.14 PureStorage PSTG ... cc 36.82 +0.97 ... 15.43 6.64 SanJuanBasin SJT 28.9 3 7.43 +0.52 .017 12.38 6.20 Steelcase SCS 5.2 19 7.71 +0.41 .10 46.11 32.04 TootsieRoll TR 1.0 32 35.41 –1.50 .09
132.67 74.22 OwensCorning OC 1.6 9 130.50 +6.44 .52 10.85 9.98 PyrophyteAcqn PHYT ... 25 10.66 –0.01 ... 22.95 12.62 SandRidgeEnergy SD .0 2 15.25 +1.742.00 18.97 11.37 Stellantis STLA ... 3 17.54 +1.08 ... 267.41 140.66 TopBuild BLD ... 15 266.02 +15.15 ...
13.88 10.18 OwlRock ORCC 9.8 8 13.42 +0.17 .33 49.99 18.91 Q2 QTWO ... dd 30.90 +1.33 ... 6.72 4.51 SandstormGold SAND 1.2 14 5.12 +0.16 .015 36.09 20.24 StellarBancorp STEL 2.3 13 22.89 +0.20 .13 25.96 16.13 TopgolfCallaway MODG ... 44 19.85 +0.65 ...
2.69 0.18 Owlet OWLT ... dd .34 ... ... 51.18 40.38 Qiagen QGEN ... 29 45.03 –0.23 ... 28.87 20.16 SaratogaInvt SAR 9.7 13 26.99 +1.14 .70 18.02 3.72 Stem STEM ... dd 5.72 +0.59 ... 117.66 74.99 Toro TTC 1.3 21 101.65 +4.24 .34
123.37 82.47 OxfordIndustries OXM 2.6 10 98.42 +5.05 .65 5.39 2.12 QuadGraphics QUAD ... dd 3.76 +0.13 ... 22.57 11.56 Sasol SSL 8.0 3 12.38 –0.08.3871 116.72 87.11 Stepan SCL 1.5 19 95.56 +3.39 .365 70.67 55.43 TorontoDomBk TD 4.5 10 62.01 +2.88.7065
216.45 129.06 QuakerHoughton KWR .9 dd 194.90 +7.23 .435 52.94 32.13 SaulCenters BFS 6.4 23 36.83 +1.23 .59
PQ 227.36 159.21 Steris STE .8 cc 224.98 +14.17 .47 8.29 2.05 Torrid CURV ... 8 2.81 +0.15 ...
27.38 18.00 QuanexBldg NX 1.2 12 26.85 +1.58 .08 25.00 22.30 SaversValue SVV ... 61 23.70 +5.70 ... 33.56 13.71 Stevanato STVN .2 58 32.38 +0.30.0578 10.40 9.66 TortoiseEcoIII A TRTL ... 34 10.38 +0.03 ...
197.02 120.39 QuantaServices PWR .2 58 196.45 +9.84 .08 59.45 30.65 Schlumberger SLB 2.0 18 49.12 +2.53 .25
49.00 24.63 PBF Energy PBF 2.0 2 40.94 +1.27 .20 55.81 35.96 StewartInfo STC 4.4 12 41.14 –0.05 .45 65.05 44.61 TotalEnergies TTE ... 7 57.64 +0.98 ...
10.95 9.84 QuantumFin QFTA ... 26 10.39 +0.05 ... 30.93 20.26 SchneiderNatl SNDR 1.3 11 28.72 +1.59 .09
17.68 9.66 PG&E PCG ... 19 17.28 +0.39 ... 68.77 49.31 StifelFinancial SF 2.4 11 59.67 +2.51 .36 12.55 7.05 TownsquareMedia TSQ 6.3 28 11.91 +0.61.1875
13.86 5.11 QuantumScape QS ... dd 7.99 +1.15 ... 86.63 45.00 SchwabC SCHW 1.8 15 56.68 +3.51 .25
29.64 16.58 PGT Innovations PGTI ... 16 29.15 +1.09 ... 53.53 28.35 STMicroelec STM .4 10 49.99 +3.52 .06 169.07 130.07 ToyotaMotor TM 2.4 12 160.75 +7.372.4959
2.18 0.69 Qudian QD ... 15 2.00 +0.07 ... 117.94 87.93 ScienceApplicat SAIC 1.3 19 112.48 +5.08 .37
37.00 30.00 PHINIA PHIN.WI ... ... 31.49 ... ... 25.87 14.18 Stoneridge SRI ... dd 18.85 +1.70 ... 4.84 2.48 Traeger COOK ... dd 4.25 +0.12 ...
158.34 120.40 QuestDiag DGX 2.0 21 140.56 –0.93 .71 64.20 28.50 ScorpioTankers STNG 2.1 3 47.23 +3.17 .25
4.39 2.33 PHX Minerals PHX 2.9 5 3.12 +0.14.0225 47.35 30.66 Stride LRN ... 14 37.23 –0.31 ... 196.22 125.26 TraneTech TT 1.6 25 191.26 +5.10 .75
4.25 1.68 QuotientTech QUOT ... dd 3.84 –0.04 ... 90.01 39.06 ScottsMiracleGro SMG 4.2 dd 62.69 +5.29 .66
83.17 59.61 PJT Partners PJT 1.4 22 69.64 –0.84 .25 306.93 188.84 Stryker SYK 1.0 44 305.09 +7.21 .75 11.85 7.55 Transalta TAC 1.7 31 9.36 +0.07.0405
32.27 20.20 PLDT PHI 5.1 25 23.37 –0.19.2567 R 9.83 6.11 ScullyRoyalty SRL 10.8 dd 7.28 –0.08 .17 9.57 1.52 StudioCity MSC ... dd 6.94 –0.11 ... 47.76 34.96 TrancntlRlty TCI ... 1 36.63 –0.30 ...
176.34 110.31 PNC Finl PNC 4.8 9 125.95 +2.92 1.50 11.40 7.90 SculptorCapMgmt SCU 4.5 dd 8.83 +0.20 .06 67.00 49.50 SturmRuger RGR 3.1 13 52.96 +0.58 .32 899.56 499.63 TransDigm TDG .0 53 894.17 +43.9118.50
49.60 44.35 PNM Resources PNM 3.3 19 45.10 +0.12.3675 264.94 179.21 RBC Bearings RBC ... 44 217.47 +8.43 ... 93.70 40.67 Sea SE ... dd 58.04 –0.87 ... 17.06 14.44 SuburbanPropane SPH 8.8 10 14.80 –0.02 .325 7.74 2.32 Transocean RIG ... dd 7.01 +1.02 ...
80.03 36.53 POSCO PKX 2.2 12 73.95 –0.66.4722 72.73 48.72 RB Global RBA 1.8 61 60.00 +4.60 .27 16.18 10.03 SeabridgeGold SA ... dd 12.05 ... ... 9.18 5.39 SumitomoMits SMFG 3.1 10 8.60 +0.36.1407 14.06 4.58 TransportadGas TGS ... 14 13.78 +0.59 ...
149.01 107.40 PPG Ind PPG 1.7 28 148.30 +9.41 .62 10.79 9.94 RCF Acqn A RCFA ... 30 10.70 ... ... 45.48 22.00 SeaDrill SDRL ... 9 41.27 +3.27 ... 9.09 6.01 SummitHotelProp INN 3.7 dd 6.51 +0.43 .06 90.08 50.32 TransUnion TRU .5 57 78.33 +4.11 .105
31.74 23.47 PPL PPL 3.6 27 26.46 +0.08 .24 34.07 23.39 RELX RELX 2.0 32 33.43 +0.42.4661 62.14 37.34 SealedAir SEE 2.0 14 40.00 +1.94 .20 38.00 21.62 SummitMaterials SUM ... 16 37.85 +2.90 ... 48.12 33.57 Travel+Leisure TNL 4.5 9 40.34 +1.94 .45
35.11 12.11 ProgHoldings PRG ... 13 32.12 +0.36 ... 28.25 16.78 RE/MAX RMAX 4.8 cc 19.26 +1.41 .23 68.19 40.01 SeaWorldEnt SEAS ... 14 56.01 +0.51 ... 21.49 11.52 SummitMidstream SMLP ... dd 16.25 +0.50 ... 194.51 149.65 Travelers TRV 2.3 15 173.66 –0.06 1.00
11.26 9.89 ProofAcqnIA PACI ... 90 10.57 +0.04 ... 16.38 9.85 REV REVG 1.5 42 13.26 +0.39 .05 32.44 18.86 SelectMedical SEM 1.6 23 31.86 +2.41 .125 172.67 117.63 SunComms SUI 2.9 76 130.46 +5.33 .93 12.51 5.85 Tredegar TG 7.8 20 6.67 +0.04 .13
31.44 18.09 PROS PRO ... dd 30.80 +2.24 ... 351.53 210.00 RH RH ... 23 329.59 +38.70 ... 9.84 5.52 SelectWater WTTR 2.5 15 8.10 +0.64 .05 52.29 37.96 SunLifeFinancial SLF 4.3 14 52.12 +1.78.5543 55.30 40.56 TreeHouseFoods THS ... cc 50.38 –1.48 ...
13.78 8.75 P10 PX 1.2 62 11.30 +0.40.0325 149.65 100.96 RLI RLI .8 10 136.47 +5.15 .27 2.94 0.51 SelectQuote SLQT ... dd 1.95 +0.24 ... 10.43 5.72 SunCokeEnergy SXC 4.1 8 7.87 +0.04 .08 66.65 38.68 Trex TREX ... 47 65.56 +4.97 ...
94.51 43.49 PVH PVH .2 27 84.97 +4.12.0375 13.49 9.27 RLJ Lodging RLJ 3.1 40 10.27 +0.52 .08 176.47 136.54 Sempra SRE 3.3 19 145.59 +1.84 1.19 37.23 26.43 SuncorEnergy SU 5.3 6 29.32 +0.89 .385 33.56 14.59 TriPointe TPH ... 6 32.86 +1.01 ...
146.26 110.56 PackagingCpAm PKG 3.8 13 132.16 +3.34 1.25 3.06 0.90 RLX Tech RLX ... 23 1.77 +0.04 ... 15.00 7.16 Semrush SEMR ... dd 9.57 +0.99 ... 15.40 2.97 SunlandsTech STG ... 1 3.69 +0.05 ... 12.19 7.19 TriconRes TCN 2.6 4 8.81 +0.41 .058
35.33 19.51 PagerDuty PD ... dd 22.48 +1.09 ... 11.40 5.70 RPC RES 1.7 6 7.15 +0.14 .04 20.98 10.44 SendasDistrib ASAI .6 19 14.41 –0.59.0358 4.73 0.25 SunlightFinl SUNL ... dd .29 –0.04 ... 111.85 60.61 TriNet TNET ... 17 94.97 +0.62 ...
19.49 7.51 PagSeguroDig PAGS ... 11 9.44 –0.64 ... 106.50 78.52 RPM RPM 1.9 22 89.73 +7.56 .42 54.34 36.64 SensataTech ST 1.1 19 44.99 +1.87 .12 31.47 12.46 SunnovaEnergy NOVA ... dd 18.31 +0.11 ... 31.68 20.07 TrinityIndustries TRN 4.0 31 25.71 +2.22 .26
17.16 5.92 PalantirTech PLTR ... dd 15.33 +1.30 ... 11.39 7.28 RPT Realty RPT 5.4 13 10.45 +0.97 .14 89.34 63.17 SensientTech SXT 2.3 22 71.13 +1.57 .41 48.59 34.62 Sunoco SUN 7.7 12 43.56 +0.34.842 43.99 11.79 Trinseo TSE .3 dd 12.67 +0.41 .01
D ATA NYSE NASDAQ ISSUES B A R R ON S .C OM / D ATA

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

17.33 10.36 TripleFlagPrecMtl TFPM 1.5 41 13.78 +0.43 .05 29.66 16.73 Vishay VSH 1.4 10 29.40 +1.62 .10 A
14.90 9.41 TriplePtVent TPVG13.6 dd 11.78 +0.53 .40 45.69 27.03 VishayPrecision VPG ... 14 37.15 +0.78 ...
104.32 51.34 AAON AAON .5 43 94.81 –0.53 .12
10.84 9.76 TristarAcqnI TRIS ... 28 10.47 –0.01 ... 25.31 5.91 VistaEnergy VIST ... 6 24.12 +0.79 ...
26.04 13.73 AcadiaPharm ACAD ... dd 23.95 –0.56 ...
83.82 50.39 TritonIntl TRTN 3.4 8 83.26 +0.26 .70 32.60 22.97 VistaOutdoor VSTO ... dd 27.67 +0.64 ...
25.84 16.60 ACELYRIN SLRN ... ... 20.90 +3.25 ...
16.87 7.84 TriumphGroup TGI ... 9 12.37 +0.16 ... 27.29 20.76 Vistra VST 3.1 dd 26.25 +1.15.204
29.35 19.68 ACI Worldwide ACIW ... 28 23.17 +1.52 ... Busting Out: Apple’s market cap surpassed $3 trillion. The Nasdaq
17.61 10.58 Tronox TROX 3.9 4 12.71 +0.72 .125 90.45 39.74 VitalEnergy VTLE ... 1 45.15 +3.25 ...
3.83 1.68 AC Immune ACIU ... dd 2.96 +1.06 ...
22.75 14.20 TrueBlue TBI ... 12 17.71 +0.02 ... 27.39 13.90 VitesseEnergy VTS 8.9 ... 22.40 +1.39 .50 20.24 5.46 ACM Research ACMR ... 16 13.08 +1.31 ... Composite Index finished Friday at 13,788, up 2.2% for the week—and
52.22 25.56 TruistFinl TFC 6.9 7 30.35 +0.35 .52 145.73 103.55 VMware VMW ... 47 143.69 +5.86 ...
24.78 8.40 TsakosEnergy TNP 3.4 2 17.82 +0.26 .30 32.52 16.55 Vontier VNT .3 22 32.21 +1.59 .025
18.59
4.30
6.13
1.96
ACV Auctions
ADMA Biologics
ACVA ...
ADMA ...
dd
dd
17.27
3.69
+0.10 ...
–0.18 ...
up 32% in its best first half-year since 1983. Thank tech.
12.86 0.66 Tupperware TUP ... dd .80 +0.01 ... 30.90 12.31 VornadoRealty VNO 8.3 dd 18.14 +3.61 .375 25.47 7.90 Adtran ADTN 3.4 dd 10.53 +0.54 .09
5.44 2.33 TurkcellIletism TKC 3.4 4 3.57 –0.05.0826 78.11 56.20 VoyaFinancial VOYA 1.1 15 71.71 +2.12 .20 18.00 0.36 AerwinsTech AWIN ... 1 .42 +0.02 ... Monday Tuesday Wednesday Thursday Friday
30.84 18.81 TurningPoint TPB 1.1 63 24.01 +1.05 .065 225.93 137.54 VulcanMatls VMC .8 50 225.44 +11.01 .43 19.00 9.91 AFC Gamma AFCG17.3 7 12.45 –0.36 .48
9.60 4.90 TutorPerini TPC ... dd 7.15 +0.55 ... 12.89 7.30 AGNC Invt AGNC14.2 dd 10.13 +0.19 .12 13,830
3.12 0.77 Tuya TUYA ... dd 1.89 +0.10 ... W
11.15 9.93 AIBAcqnA AIB ... cc 10.84 –0.04 ...
98.67 41.00 Twilio TWLO ... dd 63.62 –0.41 ... 9.16 3.57 W&T Offshore WTI ... 2 3.87 +0.18 ... 15.39 4.23 AlxOncology ALXO ... dd 7.51 –0.24 ...
11.00 9.79 TwinRidgeCapA TRCA ... cc 10.70 +0.06 ... 33.35 10.30 AMC Networks AMCX ... cc 11.95 +1.32 ...
11.00 9.77 twoA TWOA ... 88 10.30 +0.05 ...
108.20 80.82 WEC Energy WEC 3.5 21 88.24 +0.34 .78 13,690
204.06 125.00 WEX WEX ... 55 182.07 +9.85 ... 60.49 44.72 Amerisafe AMSF 2.6 18 53.32 +1.13 .34
21.84 11.57 TwoHarbors TWO16.8 dd 13.88 +0.71 .45 94.96 67.42 WNS WNS ... 27 73.72 +6.13 ... 40.93 23.71 A-MarkPrecMet AMRK 2.1 6 37.44 +1.40 .20
425.81 281.11 TylerTech TYL ... cc 416.47 +19.54 ... 89.63 66.10 W.P.Carey WPC 6.3 19 67.56 +1.271.069 54.62 29.09 ANI Pham ANIP ... dd 53.83 +2.10 ...
88.76 47.11 TysonFoods TSN 3.8 12 51.04 +1.54 .48 64.07 39.67 WPP WPP 4.6 14 52.28 –1.24.9052
339.55 194.23 Ansys ANSS ... 52 330.27 +10.73 ...
(Prev Fri) 13,550
22.49 4.87 AN2 Therap ANTX ... dd 8.50 +1.05 ...
U 30.10 12.97 WabashNational WNC 1.2 8 25.64 –0.92 .08
50.58 30.15 APA APA 2.9 6 34.17 +1.59 .25
110.55 78.26 Wabtec WAB .6 31 109.67 +7.35 .17
22.45 15.50 ARKRestaurants ARKR 4.1 9 18.50 ....1875
22.30 13.80 UBS Group UBS 2.7 10 20.27 +0.51 .55 115.19 61.06 Walker&Dunlop WD 3.2 16 79.09 +4.89 .63 9.65 3.68 ARS Pharm SPRY ... dd 6.70 +0.42 ... 13,410
50.65 37.18 UDR UDR 3.9 cc 42.96 +2.73 .42 10.42 2.44 Wallbox WBX ... ... 3.54 +0.68 ... 747.13 363.15 ASML ASML .7 40 724.75 +26.861.8386
43.75 26.44 UGI UGI 5.4 dd 26.97 +0.52 .375 158.23 120.06 Walmart WMT 1.5 38 157.18 +1.72 .57 10.58 9.82 A SPAC II ASCB ... 60 10.54 +0.01 ...
70.57 46.00 U-Haul UHAL .0 2 55.32 +2.21 .05 18.99 9.50 WarbyParker WRBY ... dd 11.69 +0.50 ... -156.74 +219.89 +36.08 -0.42 +196.59
0.30 0.05 A SPAC II Rt ASCBR ... ... .10 –0.01 ...
68.29 43.62 U-Haul N UHAL.B .3 ... 50.67 +3.93 .04 42.95 26.11 WarriorMetCoal HCC .7 3 38.95 +2.25 .07 14.27 3.55 AST Space ASTS ... dd 4.70 –2.15 ... 13,270
21.46 13.73 UMH Prop UMH 5.1 dd 15.98 +0.72 .205 148.20 121.20 WasteConnections WCN .7 43 142.93 +6.83 .255 2.64 1.06 ATA Creativity AACG ... dd 1.43 +0.07 ... 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4
61.10 44.67 Unitil UTL 3.2 18 50.71 –0.50.405 175.98 148.31 WasteMgt WM 1.6 32 173.42 +7.83 .70 4.96 1.14 ATAI Life ATAI ... dd 1.72 +0.17 ...
21.95 15.87 USA Compression USAC10.6 dd 19.74 +0.36 .525 3.36 0.97 Waterdrop WDH ... 10 2.08 –0.35 ... 50.45 34.74 ATN Intl ATNI 2.3 dd 36.60 +0.47 .21
76.58 48.61 UsanaHealth USNA ... 19 63.04 +2.01 ... 369.00 248.18 Waters WAT ... 23 266.54 +6.70 ... 1.93 0.56 AVROBIO AVRO ... dd .95 +0.03 ... 52-Week Tick Div 52-Week Tick Div
32.41 13.79 US Cellular USM ... dd 17.63 +1.52 ... 383.83 228.61 Watsco WSO 2.6 25 381.47 +16.20 2.45 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
9.94 2.47 AXT AXTI ... 16 3.44 +0.16 ...
44.11 25.49 US Foods USFD ... 33 44.00 +2.06 ... 184.74 118.48 WattsWater WTS .8 24 183.73 +8.61 .36 25.32 12.48 Abcam ABCM ... dd 24.47 +1.50 ... 242.97 135.46 AlnylamPharm ALNY ... dd 189.94 –2.75 ... 17.54 7.85 ArcoPlatform ARCE ... cc 12.14 –0.11 ...
131.50 73.30 US PhysTherapy USPH 1.4 56 121.39 +7.73 .43 10.70 9.65 WaverleyCap1 A WAVC ... 66 10.37 +0.03 ... 45.89 20.64 Alpha&Omega AOSL ... 35 32.80 +2.89 ... 33.80 13.02 ArcturusTherap ARCT ... 7 28.68 +4.74 ...
14.97 5.53 AbCelleraBio ABCL ... dd 6.46 –0.85 ...
10.73 9.93 AlphaStarAcqn ALSA ... 65 10.73 +0.03 ... 27.40 7.25 ArcutisBiotherap ARQT ... dd 9.53 +0.75 ...
15.83 9.47 US Silica SLCA ... 7 12.13 +0.55 ... 76.35 28.11 Wayfair W ... dd 65.01 +7.67 ... 7.04 1.13 Absci ABSI ... dd 1.52 –0.25 ...
9.30 1.62 AlphaTeknova TKNO ... dd 2.67 –0.34 ... 5.13 0.57 Ardelyx ARDX ... dd 3.39 –0.21 ...
6.15 1.34 US Xpress USX ... dd 6.14 ... ... 11.67 2.91 WeaveComms WEAV ... dd 11.11 +1.98 ... 12.59 7.39 AbsoluteSftwr ABST 2.1 dd 11.46 +0.10.0597
129.04 83.34 Alphabet A GOOGL ... 27 119.70 –2.64 ... 20.75 16.53 AresCapital ARCC10.2 15 18.79 +0.77 .48
6.35 2.84 UWM UWMC 7.1 66 5.60 –0.09 .10 56.46 31.03 WebsterFin WBS 4.2 8 37.75 +1.24 .40 5.30 3.43 AcaciaResearch ACTG ... dd 4.16 +0.02 ...
129.55 83.45 Alphabet C GOOG ... 27 120.97 –2.05 ... 423.99 333.07 argenx ARGX ... dd 389.73 –6.66 ...
45.24 20.43 Uber UBER ... dd 43.17 –0.17 ... 95.57 58.75 WeisMarkets WMK 2.1 14 64.21 –0.42 .34 69.02 33.82 AcademySports ASO .6 8 54.05 +4.29 .09
18.59 5.73 Alphatec ATEC ... dd 17.98 +1.73 ... 6.95 0.36 ArgoBlockchain ARBK ... dd 1.60 –0.01 ...
350.63 160.49 Ubiquiti UI 1.4 27 175.75 +4.70 .60 48.84 35.25 WellsFargo WFC 2.8 12 42.68 +2.07 .30 89.85 66.87 AcadiaHealthcare ACHC ... 26 79.64 +3.91 ...
0.25 0.06 AlphaTimeRt ATMCR ... ... .15 +0.02 ... 15.27 4.23 Arhaus ARHS ... 9 10.43 +1.19 ...
22.19 10.40 UiPath PATH ... dd 16.57 +0.84 ... 86.83 56.50 Welltower WELL 3.0 cc 80.89 +4.61 .61 17.01 6.83 Accolade ACCD ... dd 13.47 +0.81 ...
10.90 10.10 AlphaVestAcqn ATMV ... cc 10.48 +0.13 ... 11.53 9.87 AriszAcqnA ARIZ ... cc 10.53 ... ...
3.94 2.13 UltraparPart UGP ... 14 3.93 +0.18 ... 180.08 99.00 WescoIntl WCC .8 11 179.06 +11.16 .375 10.91 9.84 AccretionAcqn ENER ... 91 10.38 +0.01 ...
0.57 0.11 AlphaVestAcqnRt ATMVR ... ... .12 ... ... 0.21 0.01 AriszAcqnRt ARIZR ... ... .08 –0.02 ...
13.05 6.38 UnderArmour A UAA ... 9 7.22 +0.08 ... 102.96 67.41 WestFraserTimber WFG 1.4 10 85.98 +4.85 .30 0.29 0.01 AccretionAcqnRt ENERR ... ... .11 –0.03 ...
12.04 4.82 AlpineImmune ALPN ... dd 10.28 –0.88 ... 12.20 8.56 ArmadaAcqnI AACI ... dd 10.45 +0.20 ...
11.42 5.74 UnderArmour C UA ... 8 6.71 +0.15 ... 387.13 206.19 WestPharmSvcs WST .2 52 382.47 +15.47 .19 4.03 1.81 Accuray ARAY ... dd 3.87 +0.22 ...
6.70 0.52 AlpineSummit ALPS61.2 1 .60 –0.04.0315 10.61 9.91 ArogoCapA AOGO ... 51 10.52 –0.02 ...
14.79 6.33 Unifi UFI ... dd 8.07 +0.54 ... 86.87 7.46 WestAllianceBcp WAL 3.9 4 36.47 +1.41 .36 7.60 0.55 AcelRxPharm ACRX ... 0 1.11 +0.01 ...
0.44 0.06 AlsetCapAcqnRt ACAXR ... ... .32 +0.11 ... 24.99 9.24 ArrayTech ARRY ... cc 22.60 +1.77 ...
205.59 152.84 Unifirst UNF .8 28 155.01 –10.72 .31 15.84 7.00 WstAstMtgCap WMC15.8 dd 8.87 –0.11 .35 10.82 9.95 AchariVenturesI AVHI ... dd 10.76 +0.01 ...
78.49 43.17 AltairEngg ALTR ... dd 75.84 +4.11 ... 96.00 1.62 Arrival ARVL ... ... 2.58 +0.44 ...
55.99 42.44 Unilever UL 3.5 17 52.13 +0.37.4702 29.18 22.51 WesternMidstrm WES 7.5 10 26.52 +0.11 .50 3.45 0.75 AchillesTherap ACHL ... dd .95 –0.01 ...
10.80 9.93 AltEnergyA AEAE ... 45 10.35 +0.03 ... 36.51 17.63 ArrowFinancial AROW 5.4 7 20.14 –1.03 .27
242.36 183.69 UnionPacific UNP 2.5 18 204.62 +4.73 1.30 17.42 10.07 WesternUnion WU 8.0 6 11.73 +0.38 .235 18.96 5.77 AclarisTherap ACRS ... dd 10.37 +0.12 ...
23.49 3.32 Altimmune ALT ... dd 3.53 –0.38 ... 48.48 23.09 ArrowheadPharm ARWR ... dd 35.66 +0.42 ...
24.80 5.22 AcordaTherap ACOR ... dd 13.01 +0.43 ... 17.67 3.52 AltisourcePortf ASPS ... dd 5.70 +0.20 ...
14.62 3.05 Unisys UIS ... dd 3.98 –0.07 ... 126.32 81.29 Westlake WLK 1.2 8 119.47 +6.67 .357 11.50 9.90 ArtemisStratInvt ARTE ... 37 10.59 +0.15 ...
10.93 9.97 AcriCapitalA ACAC ... cc 10.83 +0.02 ... 14.60 5.20 Alvotech ALVO ... dd 7.74 +0.19 ...
8.97 5.36 UnitedMicro UMC 5.7 7 7.89 –0.57 .586 43.37 26.84 WestRock WRK 3.8 dd 29.07 +1.84 .275 9.07 3.27 Arteris AIP ... dd 6.82 +0.28 ...
25.47 8.06 AcrivonTherap ACRV ... dd 12.96 –0.69 ... 27.33 14.05 AmalgamFin AMAL 2.5 6 16.09 +0.12 .10
48.26 19.51 UnitedNatFoods UNFI ... 9 19.55 –0.69 ... 15.56 9.45 Westwood WHG 4.8 dd 12.40 –0.16 .15 63.00 45.44 ArtesianRscs A ARTNA 2.4 26 47.22 –0.73.284
87.01 70.94 ActivisionBliz ATVI ... 36 84.30 +2.40 ... 2.23 1.04 Amarin AMRN ... dd 1.19 +0.05 ...
209.39 154.87 UPS B UPS 3.6 14 179.25 +9.96 1.62 5.94 0.16 WeWork WE ... dd .26 +0.05 ... 58.58 21.21 Arvinas ARVN ... dd 24.82 –0.65 ...
10.97 3.52 AcumenPharm ABOS ... dd 4.81 –0.61 ... 146.57 81.43 Amazon.com AMZN ... cc 130.36 +1.03 ...
481.99 235.39 UnitedRentals URI 1.3 14 445.37 +40.99 1.48 37.37 27.37 Weyerhaeuser WY 2.3 20 33.51 +3.10 .19 134.53 64.33 AscendisPharma ASND ... dd 89.25 +1.06 ...
2.15 0.62 AcutusMedical AFIB ... dd .89 ... ... 99.86 49.02 Ambarella AMBA ... dd 83.67 +5.27 ...
49.95 27.27 US Bancorp USB 5.8 9 33.04 +1.16 .48 52.76 28.62 WheatonPrecMet WPM 1.4 31 43.22 +0.62 .15 18.00 8.12 AscentIndustries ACNT ... 15 9.09 +0.09 ...
2.20 0.90 Adagene ADAG ... dd 1.48 +0.13 ... 16.64 0.38 AmbrxBio AMAM ... dd 16.46 +1.07 ...
31.55 16.41 US Steel X .8 4 25.01 +1.68 .05 28.80 0.98 WheelsUp UP ... dd 1.17 +0.04 ... 263.59 161.32 AspenTech AZPN ... dd 167.61 +5.01 ...
2.65 0.88 AdaptimmuneTher ADAP ... dd .93 –0.02 ... 99.75 78.02 Amdocs DOX 1.8 23 98.85 +3.00 .435
558.10 445.68 UnitedHealth UNH 1.6 22 480.64 +3.64 1.88 178.05 124.10 Whirlpool WHR 4.7 dd 148.79 +8.20 1.75 2.42 0.77 AssemblyBiosci ASMB ... dd 1.15 +0.06 ...
13.21 5.96 AdaptiveBiotech ADPT ... dd 6.71 –0.23 ... 131.32 69.36 Amedisys AMED ... 27 91.44 +0.23 ...
58.63 21.22 UnitySoftware U ... dd 43.42 +5.95 ... 1560.21 1172.00 WhiteMtnIns WTM .1 56 1388.91 +36.60 1.00 49.56 31.04 AstecIndustries ASTE 1.1 cc 45.44 +2.48 .13
114.99 77.30 AddusHomeCare ADUS ... 30 92.70 +1.49 ... 31.09 15.79 AmerantBncpA AMTB 2.1 9 17.19 –1.09 .09
35.86 21.49 Univar UNVR ... 13 35.84 +0.10 ... 11.40 8.15 WhitestoneREIT WSR 4.9 15 9.70 +0.32 .04 76.56 52.65 AstraZeneca AZN 2.0 47 71.57 –0.55 .985
11.85 6.52 Adeia ADEA 1.8 dd 11.01 +0.64 .05 17.99 11.65 AmerAirlines AAL ... 7 17.94 +1.68 ...
61.13 43.64 Universal UVV 6.4 10 49.94 –0.45 .80 20.96 7.26 WideOpenWest WOW ... dd 8.44 +0.79 ... 16.28 2.80 AstriaTherap ATXS ... dd 8.33 –1.70 ...
21.87 1.98 AdicetBio ACET ... dd 2.43 –2.30 ... 105.60 80.30 AEP AEP 3.9 22 84.20 +0.71 .83
57.52 40.92 UniversalHealth UHT 6.1 33 47.58 +1.44 .72 54.15 30.05 Wiley A WLY 4.1 cc 34.03 +3.24 .35 20.67 7.46 Astronics ATRO ... dd 19.86 +1.42 ...
518.74 274.73 Adobe ADBE ... 47 488.99 +4.27 ... 38.83 25.26 AmNtlBcsh AMNB 4.1 9 28.98 –0.46 .30
158.57 82.50 UniversalHealthB UHS .5 17 157.77 +6.34 .20 52.11 29.61 Wiley B WLYB 4.2 cc 33.00 +0.34 .35 17.21 10.97 AstroNova ALOT ... 35 14.50 –0.40 ...
6.43 1.17 AdvEmissions ADES ... dd 1.86 –0.04 ... 11.60 6.97 AmOutdoorBrands AOUT ... dd 8.68 +1.03 ... 9.34 1.45 AtaraBiotherap ATRA ... dd 1.61 –0.15 ...
20.15 8.39 UnivInsurance UVE 4.1 dd 15.43 –0.16 .16 35.79 27.80 Williams WMB 5.5 15 32.63 +2.04.4475 112.89 67.55 AdvEnergyInds AEIS .4 22 111.45 +6.35 .10 16.79 3.76 AmericanPubEdu APEI ... dd 4.74 +0.25 ... 9.79 2.94 AteaPharm AVIR ... dd 3.74 –0.22 ...
8.31 5.27 UnvlTechInst UTI ... 86 6.91 +0.16 ... 176.89 109.22 Williams-Sonoma WSM 2.9 8 125.14 +4.98 .90 132.83 54.57 AdvMicroDevices AMD ... cc 113.91 +3.90 ... 19.34 10.11 AmerSoftware AMSWA 4.2 34 10.51 +0.09 .11 4.41 2.22 AthiraPharma ATHA ... dd 2.95 +0.01 ...
48.06 31.12 UnumGroup UNM 2.8 7 47.70 +1.92 .33 70.53 47.80 Winnebago WGO 1.6 9 66.69 +5.85 .27 4.64 1.13 AdvantageSolns ADV ... dd 2.34 +0.10 ... 7.58 3.20 AmerSupercond AMSC ... dd 6.26 +0.39 ... 3.20 1.85 AtlanticAmerican AAME ... 16 1.93 –0.18 ...
9.50 1.25 UpHealth UPH ... dd 1.88 +0.23 ... 5.54 4.32 Wipro WIT 1.5 18 4.72 +0.15.1225 1.56 0.11 AegleaBioTherap AGLE ... dd .45 +0.05 ... 77.54 41.05 AmericanWoodmark AMWD ... 14 76.37 +6.52 ... 11.12 9.79 AtlCoastal II A ACAB ... 98 10.42 –0.08 ...
17.54 12.91 UrbanEdgeProp UE 4.1 cc 15.43 +1.16 .16 7.49 4.60 WisdomTree WT 1.7 17 6.86 +0.04 .03 11.50 1.16 Aemetis AMTX ... dd 7.33 +1.72 ... 127.05 52.24 AmerCarMart CRMT ... 33 99.78 +5.20 ... 36.35 22.81 AtlanticaSust AY 7.6 dd 23.44 +0.32.445
22.80 14.76 UrstadtBiddle UBP 3.6 32 21.04 +1.13.1875 125.48 39.02 Wolfspeed WOLF ... dd 55.59 +6.14 ... 30.79 13.81 AerovateTherap AVTE ... dd 17.15 +1.15 ... 54.24 28.33 AmerisBancorp ABCB 1.8 7 34.21 +0.91 .15 43.70 21.65 Atlanticus ATLC ... 9 42.01 +1.82 ...
21.41 15.07 UrstadtBiddleA UBA 3.9 32 21.26 +1.24.2083 24.08 9.60 WolverineWwide WWW 2.7 dd 14.69 +1.26 .10 112.39 74.56 AeroVironment AVAV ... dd 102.28 +11.39 ... 4.12 2.46 AmeriServFin ASRV 4.7 7 2.54 +0.03 .03 300.29 113.86 Atlassian TEAM ... dd 167.81 +5.40 ...
19.98 13.72 UtzBrands UTZ 1.4 cc 16.36 +0.12 .057 26.93 19.11 WoodsideEnergy WDS10.7 6 23.19 +0.56 1.44 3.40 0.55 Affimed AFMD ... dd .60 –0.05 ... 296.67 211.71 Amgen AMGN 3.8 15 222.02 –5.09 2.13 29.40 11.02 AtourLifestyle ATAT ... cc 16.24 +0.51 ...
33.09 22.18 WooriFin WF 8.0 3 26.95 –0.261.7502 40.97 8.62 AffirmHldgs AFRM ... dd 15.33 +0.52 ... 13.84 9.10 AmicusTherap FOLD ... dd 12.56 +0.28 ...
V 2.80 0.76 Atreca BCEL ... dd .98 +0.05 ...
106.99 59.43 Workiva WK ... dd 101.66 +0.95 ... 17.02 8.73 Afya AFYA ... 18 14.04 +0.24 ... 31.38 14.89 AmkorTech AMKR 1.0 11 29.75 +3.85 .075 52.96 32.51 AtriCure ATRC ... dd 49.36 +1.49 ...
30.65 19.41 WorldKinect WKC 2.7 12 20.68 –1.95 .14 88.16 38.32 Agilysys AGYS ... cc 68.64 +3.81 ... 58.70 26.76 AmphastarPharm AMPH ... 32 57.47 +0.31 ... 705.74 500.00 Atrion ATRI 1.5 34 565.70 –29.50 2.15
48.63 16.77 VF VFC 6.3 63 19.09 +0.86 .30 34.76 19.43 AgiosPharm AGIO ... dd 28.32 +1.52 ...
110.24 60.01 WW Ent WWE .4 56 108.47 +7.66 .12 13.45 6.66 AmtechSystems ASYS ... 9 9.56 +0.55 ... 29.02 18.80 AuburnNatlBncp AUBN 5.1 7 21.26 +1.09 .27
4.00 1.25 ViaOptronics VIAO ... dd 2.64 +0.14 ... 7.03 2.38 Agora API ... dd 3.13 –0.11 ...
70.66 38.01 WorthingtonInds WOR 1.8 13 69.47 +8.77 .32 41.93 15.80 AmylyxPharm AMLX ... dd 21.57 –1.49 ... 24.58 8.05 AudioCodes AUDC 3.9 15 9.13 –0.11 .18
35.69 29.29 VICI Prop VICI 5.0 22 31.43 +0.80 .39 28.95 14.01 AirT AIRT ... dd 25.10 –1.50 ...
81.00 58.82 WyndhamHtls WH 2.0 19 68.57 +2.14 .35 4.86 0.55 Amyris AMRS ... dd 1.03 –0.07 ... 24.83 8.13 AuraBiosciences AURA ... dd 12.35 –0.25 ...
13.84 6.32 Vizio VZIO ... cc 6.75 +0.22 ... 34.00 14.39 AirTransportSvcs ATSG ... 10 18.87 +0.25 ... 198.25 133.48 AnalogDevices ADI 1.8 28 194.81 +8.87 .86
13.70 5.75 VOC Energy VOC 15.2 6 7.92 +0.17 .23 10.86 9.86 AuraFatProjectsA AFAR ... 84 10.58 –0.02 ...
XYZ 144.63 81.91 Airbnb ABNB ... 43 128.16 +3.43 ... 32.44 18.01 AnaptysBio ANAB ... dd 20.34 +0.10 ... 12.60 4.07 AuriniaPharm AUPH ... dd 9.68 +0.45 ...
5.48 2.66 VTEX VTEX ... ... 4.80 +0.24 ... 11.75 2.69 AirSculptTech AIRS .0 dd 8.62 +0.82 .41 15.24 7.44 AnavexLifeSci AVXL ... dd 8.13 –0.03 ... 1.94 0.49 AuroraCannabis ACB ... dd .53 –0.02 ...
51.00 29.55 V2X VVX ... dd 49.56 +1.76 ... 4.83 1.62 XFinancial XYF ... 2 4.39 –0.32 ... 98.81 70.65 AkamaiTech AKAM ... 31 89.87 +1.24 ... 46.78 29.35 Andersons ANDE 1.6 14 46.15 +0.91 .185 3.27 1.10 AuroraInnov AUR ... dd 2.94 +0.56 ...
7.05 3.51 VaalcoEnergy EGY 5.1 7 3.76 +0.05.0625 59.85 24.75 XPO XPO ... 36 59.00 +7.56 ... 58.38 9.31 AkeroTherap AKRO ... dd 46.69 –4.14 ... 4.76 0.72 Anghami ANGH ... dd 1.17 –0.02 ... 11.57 9.90 AuroraTechA ATAK ... 91 10.62 +0.03 ...
269.50 201.91 VailResorts MTN 3.3 35 251.76 +8.13 2.06 18.46 11.40 XeniaHotels XHR 3.2 21 12.31 +0.57 .10 16.57 4.28 Akoya AKYA ... dd 7.39 +0.43 ... 6.31 1.81 Angi ANGI ... dd 3.30 +0.02 ... 0.17 0.05 AuroraTechRt ATAKR ... ... .12 ... ...
80.00 37.17 Valaris VAL ... 18 62.93 +6.37 ... 9.20 2.95 XinyuanRealEst XIN ... dd 3.31 –0.28 ... 78.99 44.92 Alarm.com ALRM ... 44 51.68 +3.18 ... 24.74 8.18 AngioDynamics ANGO ... dd 10.43 –0.43 ... 235.01 166.94 Autodesk ADSK ... 53 204.61 +2.61 ...
19.31 11.72 Vale VALE 7.7 4 13.42 –0.28 .347 33.56 6.18 XPeng XPEV ... dd 13.42 +3.52 ... 4.01 0.41 AlaunosTherap TCRT ... dd .51 +0.06 ... 32.51 21.44 AnikaTherap ANIK ... dd 25.98 –0.66 ... 3.79 1.60 AutolusTherap AUTL ... dd 2.38 –0.17 ...
5.99 2.23 ValensSemicon VLN ... dd 2.53 +0.12 ... 26.00 8.15 Xperi XPER ... dd 13.15 +0.19 ... 10.25 10.25 AlchemyInv1 A ALCY ... ... 10.25 ... ... 7.65 2.07 Annexon ANNX ... dd 3.52 +0.04 ... 274.92 201.46 ADP ADP 2.3 28 219.79 +5.96 1.25
150.39 96.93 ValeroEnergy VLO 3.5 3 117.30 +6.00 1.02 33.58 12.22 XponentialFit XPOF ... dd 17.25 –8.35 ... 13.50 5.65 Alector ALEC ... dd 6.01 –1.17 ... 94.75 42.15 ApellisPharm APLS ... dd 91.10 +5.81 ... 16.52 2.37 AvadelPharm AVDL ... dd 16.48 +2.97 ...
53.73 12.13 Valhi VHI 2.5 9 12.85 –1.40 .08 118.58 73.80 Xylem XYL 1.2 55 112.62 +1.59 .33 9.94 5.64 AlgomaSteel ASTL 2.8 9 7.10 +0.14 .05 49.65 36.42 ApogeeEnt APOG 2.0 10 47.47 +0.58 .24 30.23 16.89 Avantax AVTA ... dd 22.38 –0.01 ...
353.36 213.27 ValmontInds VMI .8 24 291.05 –5.54 .60 55.15 27.86 Yeti YETI ... 45 38.84 +2.94 ... 37.84 22.58 Alico ALCO .8 dd 25.46 ... .05 49.00 3.71 ApollomicsA APLM ... dd 5.73 +0.60 ... 2.68 0.67 AveannaHealth AVAH ... dd 1.69 –0.16 ...
39.67 24.40 Valvoline VVV .0 dd 37.51 +1.45 .125 15.98 2.82 YPF YPF ... 3 14.89 +0.10 ... 368.87 172.05 AlignTech ALGN ... 87 353.64 +24.81 ... 178.10 89.58 AppFolio APPF ... dd 172.14 +6.12 ... 6.93 3.40 AvePoint AVPT ... dd 5.76 –0.30 ...
2.96 0.38 Vapotherm VAPO ... dd .45 +0.02 ... 5.57 3.00 Yalla YALA ... 10 4.36 +0.24 ... 19.17 4.88 AlignmentHlthcr ALHC ... dd 5.75 –0.35 ... 4.84 0.32 AppHarvest APPH ... dd .37 +0.01 ... 39.80 21.15 AviatNetworks AVNW ... 31 33.37 +2.29 ...
14.39 8.64 VectorGroup VGR 6.2 13 12.81 +0.19 .20 2.20 0.82 YatsenHolding YSG ... dd 1.01 +0.02 ... 2.41 0.84 AligosTherap ALGS ... dd .97 +0.01 ... 57.47 29.80 Appian APPN ... dd 47.60 +0.31 ... 33.41 19.78 AvidTechnology AVID ... 26 25.50 +1.16 ...
232.26 151.02 VeevaSystems VEEV ... 62 197.73 –3.03 ... 39.27 25.30 Yelp YELP ... 73 36.41 +0.50 ... 7.92 1.30 AlimeraSciences ALIM ... dd 2.92 +0.19 ... 194.48 124.17 Apple AAPL .5 33 193.97 +7.29 .24 25.74 9.83 AvidityBio RNA ... dd 11.09 –0.31 ...
5.96 1.28 Velo3D VLD ... 15 2.16 +0.07 ... 14.35 4.00 Yext YEXT ... dd 11.31 –0.06 ... 17.71 10.70 AlkamiTech ALKT ... dd 16.39 +0.78 ... 11.62 0.85 AppliedDigital APLD ... dd 9.35 +1.26 ... 11.86 6.00 AvidXchange AVDX ... dd 10.38 +0.22 ...
13.60 7.81 VelocityFinl VEL ... 10 11.53 –0.97 ... 3.85 0.67 YirenDigital YRD ... ... 2.28 –0.17 ... 33.71 21.75 Alkermes ALKS ... dd 31.30 –2.04 ... 146.69 71.12 ApplMaterials AMAT .9 19 144.54 +8.47 .32 251.26 131.83 AvisBudget CAR ... 4 228.67 +4.86 ...
8.73 2.92 Allakos ALLK ... dd 4.36 +0.12 ... 3.32 0.21 AppliedMolecular AMTI ... dd .26 ... ... 51.00 35.45 Avnet AVT 2.3 6 50.45 +3.22 .29
54.11 35.33 Ventas VTR 3.8 dd 47.27 +2.80 .45 10.00 3.03 Youdao DAO ... dd 4.82 +0.20 ...
5.74 1.03 Allbirds BIRD ... dd 1.26 –0.04 ... 6.94 1.48 AppliedOptoelec AAOI ... dd 5.96 +1.62 ... 2.50 1.32 Aware AWRE ... dd 1.58 –0.03 ...
17.69 10.22 VerisResidential VRE ... dd 16.05 –0.29 ... 143.25 103.97 Yum!Brands YUM 1.7 33 138.55 +2.95 .605
129.00 62.94 AllegiantTravel ALGT ... 35 126.28 +7.16 ... 2.18 0.50 AppliedTherap APLT ... dd 1.28 –0.14 ... 186.68 46.41 AxcelisTechs ACLS ... 32 183.33 +14.86 ...
161.84 94.50 Veritiv VRTV 2.0 5 125.61 +3.74 .63 64.70 38.59 YumChina YUMC .9 38 56.50 +0.22 .13
48.72 19.20 AllegroMicro ALGM ... 47 45.14 +3.89 ... 40.56 9.14 Applovin APP ... dd 25.73 +2.34 ... 2.74 0.16 AxcellaHealth AXLA ... dd .22 –0.03 ...
51.89 33.72 Verizon VZ 7.0 7 37.19 +1.68.6525 53.59 11.78 ZimIntShipping ZIM 136.8 1 12.39 +0.216.40
27.63 17.05 AllianceResource ARLP15.1 3 18.49 +0.56 .70 13.40 0.20 Appreciate SFR ... dd .36 –0.01 ... 229.95 88.61 AxonEnterprise AXON ... cc 195.12 +6.41 ...
30.17 10.75 VermilionEnergy VET 2.1 2 12.45 +0.81.0734 30.05 16.27 ZTO Express ZTO .0 19 25.08 –0.19 .37 64.62 47.19 AlliantEnergy LNT 3.4 20 52.48 +0.65.4525 25.80 2.81 ApreaTherap APRE ... dd 3.15 ... ... 79.92 47.59 Axonics AXNX ... dd 50.47 +0.85 ...
11.58 1.41 VerticalAerospace EVTL ... dd 1.97 +0.15 ... 10.78 9.81 ZalatorisAcqn TCOA ... cc 10.35 +0.02 ... 44.88 22.50 AlliedMotionTech AMOT .3 30 39.94 +1.00 .03 17.30 2.30 Aptorum APM ... dd 2.70 –0.10 ...
25.01 7.76 Vertiv VRT .0 82 24.77 +1.13 .01 2.19 1.05 ZeppHealth ZEPP ... dd 1.14 +0.02 ... 91.29 35.16 AxsomeTherap AXSM ... dd 71.86 –16.25 ...
17.49 4.30 AllogeneTherap ALLO ... dd 4.97 +0.22 ... 10.77 10.01 APxAcqnI A APXI ... 44 10.74 +0.04 ... 78.15 36.01 Azenta AZTA ... dd 46.68 +3.01 ...
44.25 17.10 Viad VVI ... 48 26.88 +3.40 ... 11.28 4.09 ZetaGlobal ZETA ... dd 8.54 +0.06 ... 5.86 2.43 Allot ALLT ... dd 3.16 –0.01 ... 11.16 1.31 ApyxMedical APYX ... dd 5.03 –2.27 ...
4.76 1.36 VicariousSurgical RBOT ... dd 1.83 –0.12 ... 5.49 2.50 ZeviaPBC ZVIA ... dd 4.31 –0.12 ... 10.29 2.91 AlloVir ALVR ... dd 3.40 +0.12 ... 2.69 0.62 AquestiveTherap AQST ... dd 1.65 –0.18 ... B
48.16 16.78 Victoria'sSecret VSCO ... 5 17.43 +0.47 ... 2.11 0.89 Zhihu ZH ... dd 1.13 +0.09 ... 2.46 0.58 Aravive ARAV ... dd 1.26 –0.20 ... 20.28 9.97 BCB Bancorp BCBP 5.5 5 11.74 –0.23 .16
8.50 2.65 VinceHolding VNCE ... dd 2.91 –0.14 ... 149.25 100.39 ZimmerBiomet ZBH .7 68 145.60 +1.61 .24 3.15 1.85 ArbutusBiopharma ABUS ... dd 2.30 –0.11 ... 5.51 3.14 BGC Partners BGCP .9 41 4.43 +0.09 .01
18.48 6.36 Vipshop VIPS ... 10 16.50 +0.12 ... 24.05 13.68 ZipRecruiter ZIP ... 36 17.76 +1.11 ... Nasdaq Issues includes stocks traded on the Nasdaq 104.87 68.00 ArcBest ARCB .5 11 98.80 +13.43 .12 36.14 20.15 BJsRestaurants BJRI ... cc 31.80 +1.43 ...
8.56 2.98 VirginGalactic SPCE ... dd 3.88 –0.46 ... 187.82 124.15 Zoetis ZTS .9 39 172.21 +3.84 .375 Global Select and Nasdaq Global Market tiers. They are 48.92 15.63 Arcellx ACLX ... dd 31.62 –1.66 ... 110.85 70.21 BOK Fin BOKF 2.7 9 80.78 –0.41 .54
eligible for inclusion on the basis of SEC-approved
2.68 0.35 VirnetX VHC .0 dd .47 +0.01 1.00 12.12 5.45 Zuora ZUO ... dd 10.97 +0.05 ... market value of publicly-held shares, trading volume, 78.30 41.05 ArchCapital ACGL ... 14 74.85 +2.44 ... 33.34 19.26 BRP Group BRP ... dd 24.78 –0.18 ...
238.28 174.60 Visa V .8 32 237.48 +7.93 .45 32.86 19.29 ZurnElkayWater ZWS 1.0 75 26.89 +1.41 .07 price and number of market-makers. 70.60 1.24 Arcimoto FUV ... dd 1.46 +0.02 ... 90.42 58.71 BRP DOOO .6 10 84.60 +6.03 .133
D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
59.09 24.95 B RileyFin RILY 8.7 dd 45.98 +4.05 1.00 14.25 0.59 CabalettaBio CABA ... dd 12.91 +0.30 ... 18.07 8.62 CogentBio COGT ... dd 11.84 –0.25 ... 197.00 154.24 DiamondHillInvt DHIL 3.5 12 171.30 +2.80 1.50 14.29 6.51 Evolus EOLS ... dd 7.27 –0.54 ...
8.20 3.50 Backblaze BLZE ... dd 4.33 +0.04 ... 11.17 9.94 CactusAcqn1 A CCTS ... cc 10.59 ... ... 75.00 46.75 CogentComm CCOI 5.5 cc 67.29 +2.82 .935 168.95 103.71 DiamondbkEner FANG 2.4 5 131.36 +5.96 .03 15.04 7.80 Evotec EVO ... dd 11.30 –0.35 ...
160.88 73.58 Baidu BIDU ... 23 136.91 –2.38 ... 242.65 138.76 CadenceDesign CDNS ... 75 234.52 +9.20 ... 58.12 40.21 Cognex CGNX .5 56 56.02 +2.67 .07 43.68 22.64 DigiIntl DGII ... 53 39.39 +1.14 ... 8.96 2.04 Exagen XGN ... dd 2.90 –0.21 ...
13.58 4.55 Baijiayun RTC ... ... 8.20 +0.86 ... 56.75 31.31 CaesarsEnt CZR ... dd 50.97 +5.76 ... 6.27 1.07 CognitionTherap CGTX ... dd 1.83 –0.92 ... 32.94 12.45 Digimarc DMRC ... dd 29.44 +1.35 ... 11.10 9.92 ExcelFinAcqnA XFIN ... cc 10.40 –0.01 ...
33.12 20.42 BakerHughes BKR 2.4 dd 31.61 +1.84 .19 10.67 3.51 Caesarstone CSTE19.1 dd 5.24 –0.06 .25 70.86 51.33 CognizantTech CTSH 1.8 15 65.28 +3.24 .29 11.73 10.03 DigitalHealth DHAC ... dd 11.65 +0.22 ... 22.47 14.87 Exelixis EXEL ... 40 19.11 –0.75 ...
143.88 116.68 Balchem BCPC .5 44 134.81 +5.83 .71 65.32 43.75 Cal-MaineFoods CALM19.5 3 45.00 +0.58 2.20 6.23 2.31 CognyteSoftware CGNT ... dd 6.09 +0.33 ... 33.63 12.34 DigitalWorldA DWAC ... dd 12.56 +0.10 ... 47.23 35.19 Exelon EXC 3.5 18 40.74 +0.87 .36
9.28 3.98 BallardPower BLDP ... dd 4.36 +0.06 ... 6.42 0.97 CalAmp CAMP ... dd 1.06 –0.65 ... 14.11 3.60 CoherusBioSci CHRS ... dd 4.27 +0.28 ... 36.51 15.57 DimeCommBcshs DCOM 5.7 5 17.63 +0.02 .25 191.18 138.83 ExlService EXLS ... 32 151.06 +4.06 ...
118.07 68.44 BancFirst BANF 1.7 14 92.00 +3.49 .40 45.50 22.64 CalavoGrowers CVGW 1.4 dd 29.02 –3.06 .10 42.09 24.06 Cohu COHU ... 22 41.56 +2.10 ... 97.45 58.52 Diodes DIOD ... 13 92.49 +6.86 ... 21.61 9.96 eXpWorld EXPI .9 cc 20.28 +1.84.045
29.07 9.20 Bandwidth BAND ... dd 13.68 +1.02 ... 26.17 12.78 CaliforniaBncp CALB ... 6 15.00 +0.79 ... 116.30 31.55 CoinbaseGlbl COIN ... dd 71.55 +10.08 ... 57.70 11.80 DiscMedicine IRON ... dd 44.40 –8.07 ... 124.95 82.39 Expedia EXPE ... 56 109.39 +4.60 ...
49.52 30.72 BankOZK OZK 3.5 8 40.16 +2.58 .35 25.64 10.82 CalliditasTherap CALT ... dd 15.84 –2.10 ... 30.22 15.40 CollegiumPharm COLL ... dd 21.49 –1.24 ... 11.17 10.15 DistokenAcqn DIST ... ... 10.32 ... ... 121.30 86.08 ExpeditorsIntl EXPD 1.1 16 121.13 +6.68 .69
30.86 21.08 Bank7 BSVN 2.6 7 24.53 +2.03 .16 20.50 8.40 CalumetSpecialty CLMT ... dd 15.86 –0.05 ... 133.03 84.16 ColliersIntl CIGI .3 cc 98.19 +4.78 .15 0.49 0.10 DistokenAcqnRt DISTR ... ... .21 +0.07 ... 25.39 5.67 Expensify EXFY ... dd 7.98 +0.37 ...
10.60 7.17 BankFinancial BFIN 4.9 9 8.18 +0.28 .10 24.19 12.65 CambiumNtwks CMBM ... 16 15.22 +0.72 ... 13.97 4.27 Collplant CLGN ... dd 8.16 +0.19 ... 54.26 25.66 DistributionSoln DSGR ... 66 52.06 +2.18 ... 112.75 85.27 Exponent EXPO 1.1 48 93.32 –0.84 .26
34.40 21.22 BankwellFinl BWFG 3.3 5 24.38 –0.30 .20 49.10 28.23 CamdenNational CAC 5.4 8 30.97 –1.81 .42 16.18 8.59 ColonyBankcorp CBAN 4.7 9 9.42 –0.18 .11 8.41 3.95 Diversey DSEY ... dd 8.39 +0.02 ... 13.20 4.09 Exscientia EXAI ... dd 5.92 –0.46 ...
75.72 41.57 Banner BANR 4.4 7 43.67 –0.03 .48 36.60 20.83 Camtek CAMT ... 22 35.63 +3.82 ... 35.53 17.54 ColumbiaBanking COLB 7.1 9 20.28 –0.20 .36 3.30 0.61 DiversifiedHlthcr DHC 1.8 dd 2.25 +0.27 .01 26.89 8.58 ExtremeNetworks EXTR ... 60 26.05 +2.75 ...
11.40 3.41 Baozun BZUN ... dd 3.99 +0.04 ... 4.54 1.83 Canaan CAN ... dd 2.13 +0.09 ... 22.86 14.11 ColumbiaFin CLBK ... 22 17.29 –0.12 ... 1.83 0.67 DixieGroup DXYN ... dd 1.33 +0.17 ... 11.44 2.19 EyePointPharm EYPT ... dd 8.70 +1.93 ...
100.85 69.17 BarrettBus BBSI 1.4 13 87.20 +1.63 .30 47.69 26.86 CanadianSolar CSIQ ... 9 38.69 +1.75 ... 98.32 65.02 ColumbiaSportswr COLM 1.6 17 77.24 +2.91 .30 33.63 9.03 dLocal DLO ... ... 12.21 +0.06 ... 10.68 7.05 Ezcorp EZPW ... 25 8.38 –0.30 ...
24.12 13.30 BassettFurniture BSET 4.3 15 15.04 +0.99 .16 4.25 1.15 CandelTherap CADL ... dd 1.26 –0.14 ... 42.22 23.54 ColumbusMcKinn CMCO .7 24 40.65 +0.37 .07 41.48 23.40 Docebo DCBO ... 88 39.43 +2.52 ... F
21.22 15.02 BayCom BCML 2.4 8 16.68 –0.73 .10 10.87 10.02 Canna-GlobalA CNGL ... cc 10.74 +0.01 ... 43.72 28.39 Comcast A CMCSA 2.8 31 41.55 +1.46 .29 77.24 39.57 DocuSign DOCU ... dd 51.09 +1.01 ...
39.71 10.30 FARO Tech FARO ... dd 16.20 +1.24 ...
84.10 50.42 BeaconRoof BECN ... 16 82.98 +3.08 ... 5.00 0.41 Canoo GOEV ... dd .48 –0.02 ... 72.60 45.55 CommerceBcshrs CBSH 2.2 13 48.70 +3.01 .27 1.90 0.63 Dogness DOGZ ... dd .73 –0.07 ...
174.38 127.05 F5 FFIV ... 27 146.26 +1.81 ...
73.27 28.62 BeamTherap BEAM ... dd 31.93 +0.12 ... 4.77 0.38 CanopyGrowth CGC ... dd .39 –0.13 ... 11.45 4.03 CommVehicle CVGI ... dd 11.10 +1.33 ... 175.68 128.85 DollarTree DLTR ... 23 143.50 –0.17 ...
3.18 1.31 FGFinancial FGF ... 8 1.85 +0.08 ...
1.45 0.74 BeasleyBroadcast BBGI ... dd 1.02 +0.09 ... 8.04 2.77 Cantaloupe CTLP ... dd 7.96 +0.25 ... 13.73 3.97 CommScope COMM ... dd 5.63 +0.93 ... 35.43 11.35 Domo DOMO ... dd 14.66 +0.09 ...
11.48 9.60 FG Merger FGMC ... dd 10.59 +0.02 ...
280.62 124.46 BeiGene BGNE ... dd 178.30 –0.98 ... 31.60 19.61 CanterburyPark CPHC 1.2 13 22.84 –0.20 .07 48.05 32.68 CmntyTrBcp CTBI 4.9 8 35.57 –1.02 .44 17.13 13.05 DonegalGroup A DGICA 4.7 dd 14.43 –0.20 .17
4.06 0.28 FLJ FLJ ... 0 .30 –0.02 ...
60.64 21.50 BelFuse A BELFA .4 13 58.00 +2.67 .06 27.49 15.32 CapitalBancorp CBNK 1.3 6 18.10 +0.20 .06 15.23 10.38 CommWestBcshs CWBC 2.6 9 12.15 –0.20 .08 20.18 12.69 DonegalGroup B DGICB 4.5 dd 13.52 –0.22.1525 63.52 52.45 FRP Holdings FRPH ... cc 57.57 +1.58 ...
60.39 14.91 BelFuse B BELFB .5 11 57.41 +1.93 .07 36.86 27.41 CapitalCityBank CCBG 2.3 11 30.64 –0.36 .18 73.24 50.26 CommVaultSys CVLT ... dd 72.62 +1.27 ... 32.10 22.51 DorchesterMnls DMLP13.3 9 29.96 +0.95.9897 10.66 9.78 FTACEmeraldA EMLD ... ... 10.35 ... ...
16.50 2.58 Beneficient BENF ... 15 3.00 –0.87 ... 16.06 11.93 CapitalProduct CPLP 4.3 3 13.81 –0.05 .15 11.32 9.62 CompassDigitalAcqn CDAQ ... 36 10.36 +0.02 ... 119.04 73.32 DormanProducts DORM ... 27 78.83 +2.03 ... 10.94 9.86 FTACZeusAcqnA ZING ... cc 10.43 +0.03 ...
54.52 30.51 BentleySystems BSY .4 cc 54.23 +2.51 .05 21.23 16.28 CapitalSouthwest CSWC10.6 19 19.72 +0.86 .05 7.90 4.26 CompoSecure CMPO ... 11 6.86 –0.12 ... 11.59 7.41 DoubleDown DDI ... dd 9.57 +0.47 ... 32.50 14.29 FTAI Aviation FTAI 3.8 cc 31.66 +2.85 .33
2.95 0.51 BerkshireGrey BGRY ... dd 1.41 –0.01 ... 10.85 9.90 CapitalworksEMA CMCA ... 27 10.55 –0.04 ... 34.47 22.06 ComputerPrograms CPSI ... 33 24.69 –0.06 ... 2.12 0.90 DouYuIntl DOYU ... cc 1.05 +0.04 ... 4.25 2.22 FTAI Infra FIP 3.3 dd 3.69 +0.34 .03
0.46 0.04 BerkshireGreyWt BGRYW ... ... .33 ... ... 10.12 5.25 CapitolFedFin CFFN 5.5 12 6.17 +0.08 .085 8.93 6.05 ComputerTask CTG ... 25 7.61 +0.26 ... 26.87 10.69 DraftKings DKNG ... dd 26.57 +1.54 ... 5.66 1.78 FTC Solar FTCI ... dd 3.22 +0.68 ...
10.74 6.23 Berry(bry) BRY 7.0 2 6.88 +0.16 .12 22.00 11.22 CapStarFin CSTR 3.6 8 12.27 –0.72 .11 2.40 0.73 comScore SCOR ... dd .81 –0.08 ... 28.75 1.38 DragonflyEnergy DFLI ... dd 1.48 –0.02 ... 4.16 0.60 FangddNetwork DUO ... ... .88 +0.06 ...
44.59 9.82 BeyondMeat BYND ... dd 12.98 +0.07 ... 12.98 2.77 CaraTherap CARA ... dd 2.83 –0.65 ... 16.87 8.31 ComtechTel CMTL 4.4 dd 9.14 +0.02 .10 35.45 23.35 DrivenBrands DRVN ... cc 27.06 +1.21 ... 9.54 4.31 Fanhua FANH ... 16 8.31 +0.76 ...
33.49 16.53 BicycleTherap BCYC ... dd 25.52 +0.22 ... 24.05 2.57 Cardlytics CDLX ... dd 6.32 +0.54 ... 151.82 76.25 Concentrix CNXC 1.4 11 80.75 –0.84 .275 26.87 18.71 Dropbox DBX ... 17 26.67 +0.34 ... 6.83 1.75 FarmerBros FARM ... dd 2.77 –0.02 ...
15.60 6.88 Big5SportingGds BGFV10.9 12 9.16 +0.67 .25 5.35 2.50 Carecloud CCLD ... dd 2.95 –0.21 ... 4.95 2.70 Conduent CNDT ... dd 3.40 +0.23 ... 10.43 5.11 DuluthHoldings DLTH ... dd 6.28 +0.16 ... 59.30 43.73 Fastenal FAST 2.4 30 58.99 +2.10 .35
21.80 6.81 BigCommerce BIGC ... dd 9.95 +0.86 ... 27.33 6.22 CareDx CDNA ... dd 8.50 +0.62 ... 37.51 16.60 Confluent CFLT ... dd 35.31 +2.18 ... 168.40 64.73 Duolingo DUOL ... dd 142.94 +2.91 ... 12.27 9.91 FatProjectsAcqn FATP ... dd 10.86 +0.02 ...
29.46 8.23 Bilibili BILI ... dd 15.10 +0.16 ... 8.47 2.14 CareMax CMAX ... dd 3.11 –0.28 ... 2.49 1.29 Conifer CNFR ... dd 1.70 +0.08 ... 17.48 9.42 DynavaxTechs DVAX ... 8 12.92 –0.06 ... 37.13 4.02 FateTherap FATE ... dd 4.76 –0.25 ...
99.34 68.00 Bio-Techne TECH .4 49 81.63 +5.01 .08 26.43 9.14 CarGurus CARG ... 10 22.63 +2.02 ... 2.08 0.62 ConnectBiopharma CNTB ... dd 1.13 –0.09 ... 15.63 6.76 DyneTherap DYN ... dd 11.25 +0.75 ... 11.82 9.91 FeutuneLightA FLFV ... cc 10.51 +0.02 ...
12.15 2.24 BioAtla BCAB ... dd 3.00 –0.50 ... 13.19 3.96 CaribouBio CRBU ... dd 4.25 –0.08 ... 28.68 13.11 ConnectOneBncp CNOB 4.1 6 16.59 –0.05 .17 E 25.69 2.39 FibroGen FGEN ... dd 2.70 –13.35 ...
15.47 9.27 BioceresCrop BIOX ... 65 13.36 –0.38 ... 19.30 2.75 CarismaTherap CARM ... dd 8.77 +0.18 ... 12.79 3.07 Conn's CONN ... dd 3.70 –0.26 ... 52.90 35.51 FidelityD&D FDBC 3.0 9 48.59 –0.72 .36
15.43 6.87 BioCryst BCRX ... dd 7.04 +0.03 ... 39.38 24.59 Carlyle CG 4.4 16 31.95 +1.95 .35 65.68 29.35 ConsensusCloud CCSI ... 9 31.00 +1.43 ... 11.32 3.02 ECARX ECX ... dd 6.96 –1.79 ...
12.65 6.21 EDAP TMS EDAP ... dd 9.22 +0.32 ... 9.28 5.89 FiestaRestaurant FRGI ... dd 7.94 –0.21 ...
3.00 0.96 Biodesix BDSX ... dd 1.23 +0.04 ... 15.89 11.23 CarlyleSecured CGBD10.2 10 14.56 +0.04 .07 7.56 2.10 ConsldComm CNSL ... dd 3.83 +0.29 ... 38.06 22.11 FifthThirdBncp FITB 5.0 8 26.21 +0.67 .33
319.76 193.65 Biogen BIIB ... 13 284.85 +0.33 ... 9.24 3.82 CarParts.com PRTS ... dd 4.25 +0.10 ... 25.00 13.38 ConsldWater CWCO 1.4 48 24.23 +1.23 .085 0.22 0.03 EFHuttonAcqnIRt EFHTR ... ... .13 ... ...
11.37 9.98 EFHuttonAcqnI EFHT ... cc 10.32 ... ... 28.44 13.84 FinInstitutions FISI 7.6 5 15.74 –0.64 .30
117.77 80.53 BioMarinPharm BMRN ... cc 86.68 –6.82 ... 6.06 1.31 CarrolsRestr TAST ... dd 5.04 +0.43 ... 97.89 52.64 ConstellationEner CEG 1.2 dd 91.55 +1.19 .282 88.20 7.36 FinchTherap FNCH ... dd 8.53 +0.45 ...
43.69 6.04 BiomeaFusion BMEA ... dd 21.95 –8.72 ... 18.84 12.35 CarterBkshrs CARE ... 6 14.79 –0.41 ... 34.44 18.89 ConstructionPtrs ROAD ... 75 31.39 –1.01 ... 11.70 10.03 EsgenAcqnA ESAC ... 73 10.88 +0.01 ...
21.80 12.79 ESSA Bancorp ESSA 4.0 7 14.95 –0.90 .15 10.94 9.93 FinnovateAcqnA FNVT ... 80 10.59 +0.01 ...
10.90 1.80 Bionomics BNOX ... dd 2.20 +0.14 ... 11.65 9.90 CartesianGrwIIA RENE ... 36 10.67 –0.06 ... 14.38 4.64 ConsumerPtfo CPSS ... 4 11.67 +0.05 ... 11.00 9.98 FintechEcoA FEXD ... 48 10.56 ... ...
188.99 100.08 BioNTech BNTX ... 4 107.93 +0.79 ... 12.67 9.99 CarticaAcqnA CITE ... 38 10.64 –0.03 ... 57.60 6.36 ContextLogic WISH ... dd 6.58 –0.55 ... 19.96 11.51 EagleBncpMT EBMT 4.2 9 13.23 +0.16.1375
47.71 17.68 EaglePharm EGRX ... dd 19.44 –1.13 ... 0.31 0.07 FintechEcoRt FEXDR ... ... .12 –0.02 ...
11.24 9.92 BioPlusAcqnA BIOS ... 68 10.65 +0.06 ... 4.88 1.00 CasaSystems CASA ... dd 1.22 –0.20 ... 91.58 52.29 Copart CPRT ... 38 91.21 +2.02 ... 11.00 7.61 FinWiseBancorp FINW ... 6 8.95 –0.05 ...
28.75 1.95 BioraTherap BIOR ... dd 3.85 +0.04 ... 14.00 9.76 CascadiaAcqnA CCAI ... 75 11.00 +0.03 ... 8.03 2.71 CorMedix CRMD ... dd 3.97 –1.52 ... 68.80 3.92 Eargo EAR ... dd 4.93 +0.23 ...
80.98 33.86 EastWestBncp EWBC 3.6 6 52.79 +3.41 .48 15.89 10.07 FirstAdvantage FA ... 44 15.41 +1.26 ...
7.12 2.00 Biote BTMD ... dd 6.76 +0.20 ... 95.78 70.07 CasellaWaste CWST ... 89 90.45 +4.82 ... 20.72 10.96 CorsairGaming CRSR ... dd 17.74 +0.54 ... 49.00 26.26 FirstBancorpNC FBNC 3.0 8 29.75 –0.44 .22
9.31 0.80 Bioventus BVS ... dd 2.89 –0.10 ... 249.90 183.23 CaseysGenStores CASY .7 20 243.88 +19.22 .43 221.82 135.81 Corvel CRVL ... 51 193.50 –6.74 ... 21.54 9.93 EasternBankshares EBC 3.3 dd 12.27 +0.69 .10
24.35 15.30 Eastern EML 2.4 12 18.09 +0.19 .11 32.05 22.50 FirstBancorp FNLC 5.6 7 24.34 –0.85 .34
2.33 0.38 Bitfarms BITF ... dd 1.47 –0.05 ... 51.48 32.51 CassInfoSys CASS 3.0 16 38.78 –1.24 .29 4.19 0.61 CorvusPharm CRVS ... dd 2.29 +0.10 ... 35.90 22.82 FirstBancshares FBMS 3.4 10 25.84 –0.20 .22
6.85 1.18 BlackDiamond BDTX ... dd 5.05 +3.23 ... 36.10 9.26 CastleBiosci CSTL ... dd 13.72 +1.00 ... 92.36 57.54 CoStar CSGP ... 97 89.00 +2.25 ... 19.02 2.52 EbangIntl EBON ... dd 6.90 –0.45 ...
16.76 8.59 FirstBank FRBA 2.3 6 10.38 –0.07 .06
75.50 43.54 Blackbaud BLKB ... dd 71.18 +1.88 ... 47.30 27.24 CathayGenBncp CATY 4.2 6 32.19 +0.70 .34 564.75 447.90 Costco COST .8 40 538.38 +13.94 1.02 52.23 35.92 eBay EBAY 2.2 37 44.69 +1.32 .25
27.98 16.26 FirstBusey BUSE 4.8 8 20.10 +0.30 .24
77.90 48.73 BlackLine BL ... dd 53.82 –0.06 ... 318.00 193.91 CavcoIndustries CVCO ... 11 295.00 +18.50 ... 22.50 10.19 Couchbase BASE ... dd 15.82 +1.19 ... 30.44 11.75 Ebix EBIX 1.2 15 25.20 +2.35 .075
39.88 24.57 FirstBusFinSvcs FBIZ 3.1 6 29.49 +0.20.2275
4.03 3.03 BlackRockCapInvt BKCC12.2 37 3.28 +0.07 .10 16.73 5.70 CECO Env CECO ... 28 13.36 +0.58 ... 44.50 24.50 CovenantLogist CVLG .9 6 43.83 +2.18 .11 21.06 14.67 EchoStar SATS ... 13 17.34 +0.32 ...
1345.44 505.84 FirstCitizBcshA FCNCA .2 2 1283.45 +75.07 .75
14.33 9.60 BlkRkTCPCap TCPC12.5 cc 10.91 +0.35 .34 7.24 3.80 CellebriteDI CLBT ... 61 7.20 +0.86 ... 121.17 82.39 CrackerBarrel CBRL 5.6 22 93.18 +2.72 1.30 14.33 5.53 EdgewiseTherap EWTX ... dd 7.75 +0.15 ...
39.39 22.55 FirstCommBkshs FCBC 3.9 10 29.73 +0.85 .29
0.14 0.01 bleuacaciaRt BLEUR ... ... .09 +0.01 ... 4.10 1.68 Cellectis CLLS ... dd 1.97 +0.14 ... 7.30 3.89 CreativeMedia CMCT 6.8 dd 4.99 –0.01 .085 3.88 0.45 Edgio EGIO ... dd .67 +0.03 ...
26.72 17.99 FirstFinBncpOH FFBC 4.5 8 20.44 +0.05 .23
12.80 9.92 BlockchainCoinIA BCSA ... cc 10.65 +0.01 ... 7.20 3.00 CentessaPharm CNTA ... dd 6.19 –0.41 ... 617.44 358.00 CreditAcceptance CACC ... 16 507.93 +6.53 ... 19.97 6.33 EditasMedicine EDIT ... dd 8.23 +0.16 ...
47.26 25.01 FirstFinBkshs FFIN 2.5 18 28.49 +1.43 .18
28.46 16.16 BloominBrands BLMN 3.6 23 26.89 +1.13 .24 2.83 0.61 Centogene CNTG ... ... 1.50 +0.70 ... 19.46 7.20 CredoTech CRDO ... dd 17.34 –0.10 ... 4.37 1.00 EducDev EDUC ... dd 1.19 +0.01 ...
49.90 31.00 FirstFinIN THFF 3.3 6 32.47 +0.38 .54
28.80 7.14 BlueBird BLBD ... dd 22.48 +1.34 ... 45.89 35.60 CentralGarden CENT ... 19 38.77 +1.03 ... 18.20 12.55 CrescentCapBDC CCAP10.8 69 15.14 +0.67 .41 17.84 3.32 EHang EH ... dd 15.17 +2.39 ...
15.89 9.70 FirstFinNW FFNW 4.6 9 11.37 +0.21 .13
13.17 8.14 BlueFoundryBncp BLFY ... cc 10.11 –0.02 ... 43.17 33.69 CentralGardenA CENTA ... 17 36.46 +0.98 ... 17.15 9.93 CresceraCapA CREC ... cc 11.46 –0.12 ... 10.57 2.67 eHealth EHTH ... dd 8.04 –0.36 ...
22.01 3.76 FirstFoundation FFWM 2.0 3 3.97 –0.40 .02
10.94 9.93 BlueOceanA BOCN ... 30 10.57 ... ... 12.97 5.27 CenturyAluminum CENX ... dd 8.72 –0.06 ... 9.59 4.09 Cresud CRESY .0 11 7.73 –0.60.1326 9.89 0.53 EigerBioPharma EIGR ... dd .70 –0.16 ...
26.27 11.09 FirstGuarBcshs FGBI 5.7 5 11.25 –1.15 .16
10.85 9.94 BlueWorldA BWAQ ... 79 10.61 –0.01 ... 14.00 2.81 CenturyTherap IPSC ... dd 3.16 –0.24 ... 17.89 5.91 Cricut CRCT .0 58 12.20 –3.55 1.00 6.49 2.50 8x8 EGHT ... dd 4.23 +0.57 ...
28.28 15.08 FirstHawaiian FHB 5.8 8 18.01 +0.35 .26
0.73 0.06 BlueWorldRt BWAQR ... ... .22 +0.10 ... 2.87 1.55 Ceragon CRNT ... dd 2.10 +0.13 ... 24.58 15.23 CrineticsPharm CRNX ... dd 18.02 –0.49 ... 22.93 3.00 89bio ETNB ... dd 18.95 –0.15 ...
40.12 9.68 FirstInternetBncp INBK 1.6 7 14.85 +0.03 .06
8.58 2.78 bluebirdbio BLUE ... dd 3.29 –0.09 ... 36.79 12.82 Cerence CRNC ... dd 29.23 +0.98 ... 36.76 20.56 Criteo CRTO ... dd 33.74 +0.61 ... 13.00 8.15 ElPolloLoco LOCO .0 14 8.77 –0.52 1.50 46.34 21.03 FirstInterBanc FIBK 7.9 9 23.84 +0.44 .47
79.40 37.82 BlueprintMed BPMC ... dd 63.20 –0.62 ... 24.96 10.60 Certara CERT ... cc 18.21 +0.70 ... 10.82 9.83 CrixusBH3 A BHAC ... 38 10.36 ... ... 244.80 162.01 ElbitSystems ESLT 1.0 33 208.96 –1.65 .50 45.04 24.52 FirstMerchants FRME 4.8 7 28.23 +0.61 .34
2.72 1.18 BoltBiotherap BOLT ... dd 1.28 –0.11 ... 5.95 1.76 Cerus CERS ... dd 2.46 +0.06 ... 151.32 46.08 Crocs CROX ... 11 112.44 +6.43 ... 135.85 108.53 ElectronicArts EA .6 45 129.70 +4.45 .19 39.60 21.77 FirstMidBcshs FMBH 3.8 7 24.14 –1.19 .23
2786.85 1616.85 Booking BKNG ... 26 2700.33 +76.40 ... 10.99 9.65 ChainBridgeIA CBRG ... 27 10.51 +0.04 ... 3.62 1.66 Cronos CRON ... dd 1.97 +0.16 ... 5.89 0.72 ElevationOnc ELEV ... dd 1.52 ... ... 17.25 9.94 FirstNWBncp FNWB 2.5 6 11.38 +0.40 .07
34.46 10.76 BowmanConsult BWMN ... cc 31.88 +1.32 ... 33.65 16.64 ChampionX CHX 1.1 35 31.04 +2.69 .085 40.12 20.15 CrossCtyHlthcr CCRN ... 7 28.08 +1.58 ... 24.39 4.60 ElicioTherap ELTX ... dd 9.50 –0.63 ... 232.00 60.96 FirstSolar FSLR ... cc 190.09 +5.57 ...
7.08 2.89 BraggGaming BRAG ... dd 3.07 –0.03 ... 5.00 0.77 ChargeEnt CRGE ... dd .98 +0.03 ... 14.79 9.29 CrossFirstBkshs CFB ... 8 10.00 –0.22 ... 4.75 2.21 EliemTherap ELYM ... dd 2.80 +0.46 ... 59.94 38.77 1stSource SRCE 3.1 8 41.93 +0.05 .32
7.00 1.38 Brainsway BWAY ... dd 2.28 –0.02 ... 496.37 297.66 CharterComms CHTR ... 12 367.37 +41.09 ... 205.73 92.25 CrowdStrike CRWD ... dd 146.87 +3.22 ... 26.20 2.02 EmbarkTech EMBK ... dd 2.86 +0.06 ... 20.94 12.56 FirstUnited FUNC 5.6 4 14.26 –1.17 .20
50.97 22.54 Braze BRZE ... dd 43.79 +3.65 ... 135.93 107.54 CheckPoint CHKP ... 19 125.62 –0.44 ... 5.10 0.36 CueHealth HLTH ... dd .37 –0.07 ... 36.64 21.55 Embecta EMBC 2.8 13 21.60 –2.37 .15 18.95 12.75 FirstWatchRest FWRG ... 88 16.90 +0.80 ...
19.95 6.55 BridgeBioPharma BBIO ... dd 17.20 +1.54 ... 41.28 26.05 Cheesecake CAKE 3.1 36 34.58 +2.23 .27 15.89 7.78 CullinanOncology CGEM ... 9 10.76 –1.66 ... 11.69 9.96 EmbraceChange EMCG ... 93 10.58 +0.01 ... 30.70 13.00 FirstWesternFin MYFW ... 9 18.60 –0.15 ...
25.90 3.26 BridgerAerospace BAER ... dd 5.60 –0.30 ... 41.56 28.70 ChefsWarehouse CHEF ... 55 35.76 +2.57 ... 2.91 1.43 CumberlandPharm CPIX ... dd 1.47 –0.06 ... 0.92 0.08 EmbraceChangeRt EMCGR ... ... .16 ... ... 105.68 63.43 FirstCash FCFS 1.4 16 93.33 +0.59 .33
15.50 10.71 BridgfordFoods BRID ... 2 11.51 –0.24 ... 53.43 33.72 ChemungFinl CHMG 3.2 6 38.41 +0.01 .31 10.18 2.57 CumulusMedia CMLS ... dd 4.10 +0.70 ... 3.49 0.64 Emcore EMKR ... dd .75 +0.04 ... 1.90 0.61 FirsthandTechVal SVVC ... dd .63 –0.03 ...
7.39 3.28 Brightcove BCOV ... dd 4.01 +0.08 ... 10.89 9.98 ChengheAcqnA CHEA ... 79 10.70 +0.05 ... 15.62 5.63 CureVac CVAC ... dd 10.42 –1.83 ... 28.37 20.71 Enact ACT 2.5 6 25.13 +0.30 .14 156.87 112.44 FirstService FSV .6 56 154.09 +8.61 .225
60.54 38.38 BrighthouseFin BHF ... dd 47.35 +3.24 ... 107.31 69.68 ChesapeakeEner CHK 2.6 2 83.68 +3.09 .63 54.04 13.21 Cutera CUTR ... dd 15.13 +0.39 ... 76.36 19.91 EnantaPharma ENTA ... dd 21.40 –0.84 ... 220.19 109.49 FiveBelow FIVE ... 41 196.54 –1.90 ...
9.45 3.25 BrilliantEarthA BRLT ... cc 3.88 –0.17 ... 16.65 12.91 ChicagoAtlRealEst REFI 12.4 8 15.15 +0.10 .47 19.94 5.88 CVRx CVRX ... dd 15.44 +1.19 ... 72.73 42.50 EncoreCapital ECPG ... 42 48.62 +1.71 ... 21.12 2.47 5EAdvMatls FEAM ... dd 3.28 –1.32 ...
10.90 9.91 BroadCapital BRAC ... dd 10.72 +0.02 ... 15.89 1.05 ChickenSoupA CSSE ... dd 1.19 +0.06 ... 165.18 113.19 CyberArkSoftware CYBR ... dd 156.33 +3.16 ... 206.74 94.39 EncoreWire WIRE .0 5 185.93 +13.71 .02 120.39 46.61 Five9 FIVN ... dd 82.45 +5.18 ...
0.33 0.08 BroadCapitalRt BRACR ... ... .13 +0.02 ... 13.02 2.42 ChijetMotor CJET ... 50 2.68 –0.62 ... 11.38 2.66 CymaBayTherap CBAY ... dd 10.95 +3.00 ... 11.36 10.01 EnergemA ENCP ... cc 10.83 +0.03 ... 31.35 17.74 FiveStarBncp FSBC 2.9 8 22.37 +0.54 .20
921.78 415.07 Broadcom AVGO 2.1 27 867.43 +45.284.60 57.00 14.27 Children'sPlace PLCE ... dd 23.21 +2.17 ... 4.22 1.13 CyteirTherap CYT ... dd 2.60 +0.70 ... 29.71 17.32 EnergyRecovery ERII ... cc 27.95 +1.16 ... 27.93 13.63 Flex FLEX ... 16 27.64 +1.25 ...
15.50 7.00 BrooklineBcp BRKL 6.2 7 8.74 –0.05 .135 2.90 1.09 Chimerix CMRX ... 1 1.21 –0.10 ... 16.05 6.45 CytekBiosci CTKB ... dd 8.54 +0.51 ... 20.44 15.33 EnlightRenewableEn ENLT ... 75 17.75 –0.56 ... 22.63 13.46 Flexsteel FLXS 3.1 23 19.11 +0.26 .15
84.84 48.42 Bruker BRKR .3 35 73.92 +1.09 .05 9.21 4.86 Chindata CD ... 22 7.16 –0.07 ... 55.80 32.32 Cytokinetics CYTK ... dd 32.62 –2.60 ... 25.34 4.28 EnlivenTherap ELVN ... 90 20.41 –0.67 ... 29.55 8.11 FluenceEnergy FLNC ... dd 26.64 +2.76 ...
39.33 14.74 Bumble BMBL ... dd 16.78 –0.40 ... 38.80 17.03 ChinookTherap KDNY ... dd 38.42 +0.12 ... 3.02 1.17 CytomXTherap CTMX ... dd 1.72 +0.18 ... 26.30 6.50 Enovix ENVX ... dd 18.04 +4.25 ... 1.81 0.56 Fluent FLNT ... dd .63 +0.03 ...
3.60 0.95 BurgerFiIntl BFI ... dd 1.57 –0.01 ... 27.24 17.50 ChipMOSTechs IMOS 4.9 11 23.69 –1.721.5007 339.92 152.15 EnphaseEnergy ENPH ... 49 167.48 +8.79 ... 23.20 9.28 FlushingFin FFIC 7.2 6 12.29 –0.87 .22
D 102.26 71.72 EnsignGroup ENSG .2 23 95.46 +4.55.0575
4.24 1.70 BurningRockBio BNR ... dd 2.15 –0.07 ... 164.80 93.35 ChordEnergy CHRD 3.3 4 153.80 +7.05 1.97 32.60 17.16 Flywire FLYW ... dd 31.04 –0.22 ...
11.47 9.90 BurTechAcqnA BRKH ... cc 10.45 +0.03 ... 150.45 89.17 ChurchillDowns CHDN .3 19 139.17 +8.54 .357 2.78 1.08 DBV Tech DBVT ... dd 1.90 –0.13 ... 271.39 169.04 Enstar ESGR ... dd 244.24 –6.97 ... 52.66 30.27 FocusFinPtrs FOCS ... 72 52.51 +0.08 ...
25.03 13.05 BusFirstBcshs BFST 3.2 6 15.07 –0.66 .12 43.17 19.72 Chuy's CHUY ... 32 40.82 +0.96 ... 46.90 14.42 DiceTherap DICE ... dd 46.46 –0.24 ... 114.47 61.75 Entegris ENTG .4 cc 110.82 +7.28 .10 10.60 9.94 FocusImpact FIAC ... 38 10.58 +0.06 ...
4.25 0.49 BuzzFeed BZFD ... dd .51 +0.01 ... 60.33 18.00 Cimpress CMPR ... dd 59.48 +6.31 ... 20.35 5.83 DISH Network DISH ... 2 6.59 +0.57 ... 37.23 26.27 EnterpriseBncp EBTC 3.2 8 28.94 –0.06 .23 11.00 1.40 FocusUniversal FCUV ... dd 1.53 +0.08 ...
11.63 9.92 byNordicAcqnA BYNO ... cc 10.59 ... ... 130.66 88.66 CincinnatiFinl CINF 3.1 cc 97.32 +1.61 .75 28.01 13.95 DMC Global BOOM ... 15 17.76 +1.39 ... 56.35 36.16 EnterpriseFinSvcs EFSC 2.6 7 39.10 +0.13 .25 18.12 4.51 FoghornTherap FHTX ... dd 7.04 –1.61 ...
497.97 363.59 Cintas CTAS .9 40 497.08 +14.49 1.15 1.89 0.59 D-MarketElec HEPS ... dd 1.68 –0.01 ... 10.68 9.96 Ent4.0TechAcqnA ENTF ... 54 10.65 +0.01 ... 10.90 9.99 ForbionEuroA FRBN ... cc 10.73 ... ...
C 3.32 0.38 CipherMining CIFR ... dd 2.86 –0.04 ... 11.24 9.93 DPCapAcqnIA DPCS ... 64 10.55 +0.03 ... 24.38 9.32 EntradaTherap TRDA ... dd 15.14 +0.40 ... 41.00 18.15 FormFactor FORM ... cc 34.22 +4.29 ...
5.80 1.48 Cadiz CDZI ... dd 4.06 +0.13 ... 111.15 61.94 CirrusLogic CRUS ... 26 81.01 +7.20 ... 10.65 9.85 DuetAcqnA DUET ... cc 10.51 ... ... 59.58 40.37 ePlus PLUS ... 13 56.30 +2.61 ... 110.42 60.29 FormulaSys FORTY 1.2 14 74.51 –1.95.6215
63.77 43.10 C&F Fin CFFI 3.3 6 53.70 +0.05 .44 52.56 38.60 CiscoSystems CSCO 3.0 19 51.74 +1.41 .39 37.20 22.06 DXP Ents DXPE ... 13 36.41 +0.21 ... 7.66 4.76 EpsilonEnergy EPSN 4.7 4 5.34 +0.22.0625 51.04 22.62 ForresterRes FORR ... 41 29.09 +0.20 ...
24.98 17.20 CB FinSvcs CBFV 4.8 9 20.70 +0.36 .25 35.24 14.21 CitiTrends CTRN ... 7 17.66 +0.03 ... 15.59 2.98 DadaNexus DADA ... dd 5.31 –0.25 ... 6.05 1.58 EQRx EQRX ... dd 1.86 –0.03 ... 76.27 42.61 Fortinet FTNT ... 62 75.59 +4.00 ...
11.40 8.20 CCC Intelligent CCCS ... cc 11.21 +0.35 ... 14.55 7.61 CtznCmntyBcp CZWI 3.3 6 8.85 +0.10 .29 7.15 1.46 Daktronics DAKT ... dd 6.40 +0.37 ... 3.20 0.48 Equillium EQ ... dd .75 +0.04 ... 35.76 30.10 Fortrea FTREV ... ... 34.01 +0.26 ...
215.00 147.91 CDW CDW 1.3 23 183.50 +6.10 .59 18.30 11.85 CitizensHolding CIZN 5.2 8 12.25 +0.08 .16 8.49 3.73 DallasNews DALN16.5 dd 3.89 +0.13 .16 792.03 494.89 Equinix EQIX 1.7 89 783.94 +37.83 3.41 11.80 10.09 FortuneRiseA FRLA ... cc 10.80 +0.03 ...
39.20 20.52 CEVA CEVA ... dd 25.55 +2.32 ... 103.00 77.38 CityHolding CHCO 2.9 13 89.99 –0.29 .65 120.75 61.34 Datadog DDOG ... dd 98.38 +4.71 ... 10.74 2.49 Erasca ERAS ... dd 2.76 +0.08 ... 117.57 84.85 ForwardAir FWRD .9 15 106.11 +6.64 .24
11.52 9.88 CFAcqnVII A CFFS ... cc 10.58 +0.04 ... 29.32 6.86 Clarus CLAR 1.1 dd 9.14 +1.11 .025 47.29 29.60 Dave&Buster's PLAY ... 16 44.56 +1.87 ... 286.50 188.70 ErieIndemnity ERIE 2.3 35 210.01 –1.09 1.19 7.18 1.89 Fossil FOSL ... dd 2.57 +0.07 ...
13.24 2.60 C4 Therap CCCC ... dd 2.75 –0.14 ... 11.36 9.80 CleanEarthA CLIN ... cc 10.43 ... ... 31.04 4.47 Dave DAVE ... dd 5.33 +0.40 ... 15.83 9.25 Escalade ESCA 4.5 18 13.35 –0.45 .15 15.96 9.00 FosterLB FSTR ... dd 14.28 +0.68 ...
121.23 86.60 CH Robinson CHRW 2.6 15 94.35 +3.90 .61 0.49 0.08 CleanEarthRt CLINR ... ... .13 –0.03 ... 2.28 1.08 DawsonGeophys DWSN ... dd 2.03 +0.18 ... 8.87 1.12 EsperionTherap ESPR ... dd 1.39 +0.06 ... 26.49 6.58 4D Molecular FDMT ... dd 18.07 –0.13 ...
2.40 1.03 CLPS CLPS .0 dd 1.18 –0.15 .05 8.58 3.84 CleanEnerFuels CLNE ... dd 4.96 +0.40 ... 28.35 10.84 DayOneBiopharm DAWN ... dd 11.94 –0.49 ... 4.28 1.95 EtonPharm ETON ... dd 3.49 –0.47 ... 37.26 28.02 FoxA FOXA 1.5 16 34.00 +1.33 .25
211.19 166.55 CME Group CME 2.4 24 185.29 +3.62 1.10 134.90 30.00 Clearfield CLFD ... 12 47.35 +1.50 ... 5.78 1.61 DecibelTherap DBTX ... dd 3.85 –0.13 ... 149.91 74.70 Etsy ETSY ... dd 84.61 –4.32 ... 34.42 26.35 FoxB FOX 1.6 15 31.89 +1.26 .25
28.50 16.43 CNB FinPA CCNE 4.0 6 17.65 –0.12 .175 1.86 0.90 ClearsideBiomed CLSD ... dd 1.12 –0.13 ... 22.76 12.14 DecipheraPharm DCPH ... dd 14.08 –0.65 ... 121.55 71.60 EuronetWorldwide EEFT ... 20 117.37 +5.32 ... 127.54 73.05 FoxFactory FOXF ... 23 108.51 +11.00 ...
21.50 6.97 CompassPath CMPS ... dd 8.28 +0.42 ... 11.50 9.89 ClimateRockA CLRC ... dd 10.68 +0.04 ... 30.11 8.71 DefinitiveHlthcr DH ... dd 11.00 +1.14 ... 23.52 12.02 EuropeanWax EWCZ ... cc 18.63 +0.63 ... 38.24 22.45 Franchise FRG 8.7 dd 28.64 –0.16 .625
45.95 14.95 CPI Card PMTS ... 7 23.25 –0.68 ... 0.15 0.06 ClimateRockRt CLRCR ... ... .12 +0.01 ... 11.42 9.82 DenaliCapAcqnA DECA ... dd 10.71 +0.02 ... 65.80 0.49 EveloBiosci EVLO ... dd 3.25 –0.15 ... 104.05 69.00 FranklinElec FELE .9 25 102.90 +5.00 .225
128.10 81.69 CRA Intl CRAI 1.4 18 102.00 +2.72 .36 55.70 24.65 ClimbGlbl CLMB 1.4 16 47.86 +0.71 .17 39.43 21.74 DenaliTherap DNLI ... dd 29.51 +0.59 ... 42.90 22.50 Everbridge EVBG ... dd 26.90 +0.46 ... 5.45 2.63 FreightCarAmer RAIL ... dd 2.98 +0.28 ...
86.95 38.94 CRISPR Therap CRSP ... dd 56.14 +0.11 ... 3.55 0.71 CloverHealth CLOV ... dd .90 +0.01 ... 43.24 26.48 DentsplySirona XRAY 1.4 dd 40.02 +1.58 .14 13.47 5.87 EverCommerce EVCM ... dd 11.84 +0.68 ... 7.42 4.92 FrequencyElec FEIM .0 dd 6.62 +0.17 1.00
66.58 47.04 CSG Systems CSGS 2.1 28 52.74 +1.51 .28 54.53 29.91 CoastalFinl CCB ... 11 37.65 +0.15 ... 82.02 61.26 DescartesSystems DSGX ... 64 80.11 +3.61 ... 11.47 9.96 EvergreenA EVGR ... 81 10.78 +0.01 ... 5.59 0.33 FrequencyTherap FREQ ... dd .35 +0.01 ...
14.98 6.68 CSP CSPI 1.3 16 11.91 –1.74 .04 694.20 405.03 CocaColaCon COKE .3 13 636.02 –18.05 .50 26.30 4.90 DesignTherap DSGN ... dd 6.30 +0.62 ... 71.58 54.12 Evergy EVRG 4.2 17 58.42 +1.11.6125 73.48 36.02 Freshpet FRPT ... dd 65.81 +3.96 ...
166.66 102.01 CSW Industrials CSWI .5 27 166.19 +6.45 .19 66.79 41.80 Coca-ColaEuro CCEP 2.9 19 64.43 –0.61 .74 7.57 3.27 DestinationXL DXLG ... 4 4.90 +0.04 ... 18.86 5.23 EverQuote EVER ... dd 6.50 ... ... 18.14 11.47 FreshworksA FRSH ... dd 17.58 +1.37 ...
34.71 25.80 CSX CSX 1.3 17 34.10 +1.36 .11 13.03 2.19 Codexis CDXS ... dd 2.80 ... ... 3.40 2.56 Deswell DSWL 7.3 21 2.73 +0.05 .10 9.99 4.71 EverspinTech MRAM ... 38 9.21 +1.02 ... 33.88 19.06 Frontdoor FTDR ... 28 31.90 +0.97 ...
29.25 10.66 CVB Fin CVBF 6.0 7 13.28 +0.31 .20 25.95 16.00 CodorusValleyBncp CVLY 3.3 8 19.61 –0.09 .16 134.14 73.93 DexCom DXCM ... cc 128.51 +1.76 ... 12.65 3.45 EVgo EVGO ... dd 4.00 +0.32 ... 30.83 14.50 FrontierComms FYBR ... 12 18.64 +3.13 ...

15.25 7.61 Frontier ULCC ... 30 9.67 +0.56 ... 21.28 7.39 Hutchmed HCM ... dd 12.00 +1.22 ... 69.06 36.00 Immunocore IMCR ... dd 59.96 +0.38 ... 28.99 9.74 Kanzhun BZ ... cc 15.05 +0.30 ... 7.23 1.85 LoopIndustries LOOP ... dd 3.21 +0.03 ...
5.50 1.77 FuelCell FCEL ... dd 2.16 –0.02 ... 53.52 24.38 H World HTHT ... dd 38.78 +0.39 ... 20.29 3.61 Immunogen IMGN ... dd 18.87 –1.18 ... 19.59 12.50 KaratPkg KRT .0 14 18.25 +0.49 .35 55.95 1.13 LordstownMotors RIDE ... 1 2.13 –0.85 ...
15.00 2.25 FulcrumTherap FULC ... dd 3.30 +0.16 ... 23.42 17.10 HackettGroup HCKT 2.0 18 22.35 +1.30 .11 6.50 2.35 ImmunoPrecise IPA ... dd 2.96 –0.22 ... 278.25 116.59 KarunaTherap KRTX ... dd 216.85 –10.44 ... 1.30 0.08 Lottery.com LTRY ... dd .20 –0.02 ...
65.17 28.27 FulgentGenetics FLGT ... dd 37.03 –0.01 ... 25.48 11.73 HainCelestial HAIN ... dd 12.51 –0.07 ... 24.18 3.85 Immunovant IMVT ... dd 18.97 –0.96 ... 6.01 1.79 KaryopharmTherap KPTI ... dd 1.79 –0.20 ... 39.81 17.60 Lovesac LOVE ... 20 26.95 +1.04 ...
18.91 9.64 FultonFin FULT 5.4 7 11.92 –0.08 .16 10.62 9.94 HainanManaslu HMAC ... 81 10.62 +0.02 ... 3.90 1.47 Immutep IMMP ... dd 2.11 +0.15 ... 1.73 0.40 Katapult KPLT ... dd .90 +0.08 ... 3.64 1.11 LucidDiag LUCD ... dd 1.39 +0.02 ...
27.79 7.14 Funko FNKO ... dd 10.82 +0.57 ... 0.78 0.06 HainanManasRt HMACR ... ... .40 +0.10 ... 9.84 0.93 ImpelPharm IMPL ... dd 1.27 +0.04 ... 12.51 6.58 KearnyFinancial KRNY 6.2 12 7.05 –0.14 .11 21.78 5.46 Lucid LCID ... dd 6.89 +1.42 ...
9.20 2.13 FusionFuelGreen HTOO ... dd 2.56 +0.35 ... 26.20 2.56 HallmarkFin HALL ... dd 5.40 +0.55 ... 144.90 52.30 Impinj PI ... dd 89.65 +2.66 ... 22.56 13.41 KellyServices A KELYA 1.7 dd 17.61 +0.98 .075 12.20 1.90 Lulu'sFashion LVLU ... dd 2.53 –0.61 ...
5.63 1.98 FusionPharm FUSN ... dd 4.67 +0.18 ... 59.46 29.85 HalozymeTherap HALO ... 28 36.07 +1.93 ... 86.94 52.59 InariMedical NARI ... dd 58.14 –0.36 ... 8.05 5.48 KY FirstFedBncp KFFB 6.4 46 6.21 –0.22 .10 389.06 258.79 lululemon LULU ... 51 378.50 +4.25 ...
72.20 28.00 Futu FUTU ... 12 39.74 +0.75 ... 81.23 55.81 HamiltonLane HLNE 2.2 27 79.98 +4.37.445 6.00 1.76 Incannex IXHL ... dd 1.84 –0.05 ... 59.96 26.34 KerosTherap KROS ... dd 40.18 –1.30 ... 96.46 42.00 Lumentum LITE ... dd 56.73 +1.44 ...
12.12 9.99 FutureTechIIA FTII ... cc 10.69 ... ... 57.00 31.02 HancockWhitney HWC 3.1 6 38.38 +0.97 .30 10.71 9.87 InceptionGrowth IGTA ... cc 10.36 ... ... 41.31 30.47 KeurigDrPepper KDP 2.6 34 31.27 +0.09 .20 11.35 3.91 LuminarTech LAZR ... dd 6.88 +0.61 ...
G 27.35 13.35 HanmiFinancial HAFC 6.7 4 14.93 –0.28 .25 0.18 0.07 InceptionGrowthRt IGTAR ... ... .17 +0.04 ... 20.48 15.01 KewauneeSci KEQU ... 64 15.15 –1.79 ... 3.18 0.33 LumiraDx LMDX ... dd .48 –0.03 ...
21.22 17.37 HanoverBancorp HNVR 2.3 6 17.67 –0.33 .10 86.29 60.56 Incyte INCY ... 43 62.25 –0.20 ... 7.53 4.00 KeyTronic KTCC ... 12 5.67 +0.11 ... 9.56 2.95 LumosPharma LUMO ... dd 3.30 –0.46 ...
9.48 6.56 GCM Grosvenor GCMG 5.7 67 7.54 +0.21 .11 15.57 7.51 HarborOneBncp HONE 3.5 10 8.68 –0.45 .075 91.65 43.28 IndependentBank INDB 4.9 7 44.51 –0.90 .55 10.81 2.25 KezarLifeSci KZR ... dd 2.45 +0.07 ... 13.82 7.82 LutherBurbank LBC 5.4 6 8.92 –0.15 .12
8.50 3.10 GDEV GDEV ... dd 6.33 –0.60 ... 18.43 8.29 Harmonic HLIT ... 52 16.17 –0.48 ... 24.97 14.90 IndepBankMI IBCP 5.4 6 16.96 –0.85 .23 67.18 49.35 Kforce KFRC 2.3 18 62.66 +3.20 .36 8.74 1.77 LyellImmuno LYEL ... dd 3.18 –0.08 ...
34.94 8.41 GDS Holdings GDS ... dd 10.99 –0.39 ... 62.09 29.81 HarmonyBio HRMY ... 11 35.19 –0.84 ... 76.00 28.81 IndependentBank IBTX 4.4 13 34.53 –0.72 .38 28.18 17.10 KimballElec KE ... 15 27.63 +1.37 ... 21.52 7.85 Lyft LYFT ... dd 9.59 –0.51 ...
87.83 53.00 GE HealthCare GEHC .1 ... 81.24 +1.42 .03 3.35 0.54 HarpoonTherap HARP ... dd .71 +0.07 ... 26.50 15.00 Indivior INDV ... dd 23.80 +1.00 ... 10.13 1.77 KingsoftCloud KC ... dd 6.10 +0.57 ... 6.99 1.86 LyraTherap LYRA ... dd 4.11 –0.22 ...
19.99 14.05 GEN Restaurant GENK ... ... 16.99 +4.99 ... 14.47 1.65 IndLogistics ILPT 1.2 dd 3.30 +0.44 .01
28.25 6.50 HarrowHealth HROW ... dd 19.04 +0.52 ... 17.20 9.63 KiniksaPharm KNSA ... 5 14.08 –1.38 ... M
17.41 5.70 GH Research GHRS ... dd 11.87 –0.13 ... 7.80 4.26 Infinera INFN ... dd 4.83 +0.31 ...
17.88 5.00 Harte-Hanks HHS ... 1 5.48 –0.06 ... 15.86 2.32 KinnateBio KNTE ... dd 3.03 –0.14 ...
25.23 11.60 G-IIIApparel GIII ... dd 19.27 –0.10 ... 1.76 0.12 InfinityPharm INFI ... dd .21 –0.01 ... 76.56 42.85 Macom Tech MTSI ... 14 65.53 +6.25 ...
6.29 1.98 HarvardBioSci HBIO ... dd 5.49 –0.45 ... 7.19 2.55 Kirkland's KIRK ... dd 2.79 –0.03 ...
17.49 2.38 G1Therapeutics GTHX ... dd 2.49 –0.09 ... 7.25 1.22 InflaRx IFRX ... dd 4.46 –0.11 ... 86.27 61.67 MGE Energy MGEE 2.1 27 79.11 +3.24.4075
85.08 45.75 Hasbro HAS 4.3 75 64.77 +4.77 .70 3.90 0.36 Knightscope KSCP ... dd .53 +0.14 ...
73.80 36.08 GRAVITY GRVY ... 8 70.19 +2.18 ... 7.76 4.15 InfoSvcs III 3.4 15 5.36 –0.25.045 125.74 90.69 MGP Ingredients MGPI .5 23 106.28 +8.05 .12
44.34 21.50 HashiCorp HCP ... dd 26.18 –0.09 ... 12.80 4.25 KodiakSciences KOD ... dd 6.90 –0.34 ...
9.80 1.45 GSI Tech GSIT ... dd 5.53 –1.06 ... 102.99 78.32 InglesMarkets IMKTA .8 6 82.65 –0.96 .165 123.93 64.77 MKS Instrum MKSI .8 42 108.10 +6.91 .22
17.39 7.34 HawaiianHoldings HA ... dd 10.77 +1.06 ... 37.39 16.19 KornitDigital KRNT ... dd 29.37 –0.30 ...
11.15 3.15 GSRIIMeteoraA GSRM ... dd 3.23 –3.72 ... 34.72 10.84 Inhibrx INBX ... dd 25.96 –0.26 ... 2.83 0.30 MSP Recovery LIFW ... dd .33 –0.09 ...
52.03 33.31 Hawkins HWKN 1.3 17 47.69 +1.12 .15 42.80 32.73 KraftHeinz KHC 4.5 18 35.50 –0.41 .40 140.14 76.97 MYR Group MYRG ... 27 138.34 +5.35 ...
3.39 0.50 GSRIIMeteoraRt GSRMR ... ... 3.14 +0.21 ... 41.84 21.86 InMode INMD ... 19 37.35 +1.38 ...
25.58 16.70 HawthornBcsh HWBK 3.6 7 17.95 –0.40 .17 16.23 8.90 KratosDefense KTOS ... dd 14.34 +0.47 ... 11.84 6.96 Macatawa MCBC 3.4 8 9.28 +0.03 .08
4.67 2.05 Gaia GAIA ... dd 2.31 –0.13 ... 3.97 1.90 InnatePharma IPHA ... dd 3.08 –0.09 ...
60.85 29.00 HaynesIntl HAYN 1.7 12 50.82 +4.11 .22 16.06 10.21 KrispyKreme DNUT 1.0 dd 14.73 +0.45 .035 7.90 2.91 Macrogenics MGNX ... dd 5.35 –0.39 ...
6.19 2.80 GainTherap GANX ... dd 4.48 –0.02 ... 14.22 2.78 Innodata INOD ... dd 11.33 +0.83 ...
18.30 6.40 HealthCatalyst HCAT ... dd 12.50 +0.94 ... 5.74 1.20 KronosBio KRON ... dd 1.72 +0.17 ... 322.67 57.21 MadrigalPharm MDGL ... dd 231.00 –6.67 ...
58.04 36.17 Galapagos GLPG ... dd 40.66 –0.34 ... 116.00 83.13 Innospec IOSP 1.4 19 100.44 +3.39 .69
11.05 9.89 HealthcareAI A HAIA ... 59 10.67 +0.10 ... 131.80 61.11 KrystalBiotech KRYS ... dd 117.40 –2.10 ... 2.24 0.32 MagentaTherap MGTA ... dd .76 +0.11 ...
2.95 1.04 Galecto GLTO ... dd 2.52 –0.04 ... 8.15 3.39 InnovAge INNV ... dd 7.50 +0.11 ...
18.74 11.55 HealthcareSvcs HCSG .0 31 14.93 +0.53 .215 60.20 35.95 Kulicke&Soffa KLIC 1.3 17 59.45 +3.70 .19 20.24 11.20 MagicSoftware MGIC 4.5 17 13.30 –0.16 .30
3.59 1.12 GaleraTherap GRTX ... dd 3.12 +0.38 ... 9.60 5.77 InnovSolSuprt ISSC ... 25 7.17 +0.17 ...
79.20 48.86 HealthEquity HQY ... dd 63.14 +3.25 ... 19.93 9.49 KuraOncology KURA ... dd 10.58 –0.33 ... 14.21 5.59 Magnite MGNI ... dd 13.65 +0.35 ...
11.49 6.62 Gambling.com GAMB ... 89 10.24 +0.37 ... 15.26 10.64 Innoviva INVA ... 6 12.73 +0.10 ...
27.69 20.51 HealthStream HSTM .4 64 24.56 +0.63 .025 96.60 37.97 KuraSushiUSA KRUS ... dd 92.95 +6.52 ... 13.45 9.64 MagyarBancorp MGYR 1.2 8 10.34 ... .03
3.66 0.56 GamidaCell GMDA ... dd 1.93 +0.08 ... 32.01 9.88 Inogen INGN ... dd 11.55 –0.05 ...
18.17 13.43 HeartlandExp HTLD .5 10 16.41 +0.71 .02 39.85 18.84 KymeraTherap KYMR ... dd 22.99 +0.02 ... 34.68 22.50 MakeMyTrip MMYT ... dd 26.98 –0.07 ...
55.13 43.46 Gaming&Leisure GLPI 5.9 17 48.46 +1.24 .72 2.82 0.38 InovioPharm INO ... dd .45 +0.01 ...
51.61 26.10 HeartlandFinUSA HTLF 4.3 6 27.87 –0.06 .30 L 70.87 46.30 MalibuBoats MBUU ... 7 58.66 +2.41 ...
12.02 9.92 GardinerHlthcr GDNR ... dd 10.65 –0.25 ... 7.24 0.99 InozymePharma INZY ... dd 5.57 +0.06 ...
35.15 22.79 Heidrick&Strug HSII 2.3 7 26.47 +0.11 .15 18.45 14.06 MalvernBancorp MLVF ... 17 15.75 +0.20 ...
8.68 5.57 GarrettMotion GTX ... 10 7.57 +0.21 ... 3.22 0.47 Inseego INSG ... dd .64 –0.02 ... 11.57 9.41 LamfGlbI A LGVC ... 75 10.49 –0.01 ...
172.45 81.14 HelenofTroy HELE ... 18 108.02 +9.88 ... 8.79 2.10 MammothEnergy TUSK ... 10 4.83 +0.14 ...
26.83 15.45 GenDigital GEN 2.7 9 18.55 +0.84 .125 10.71 9.82 InsightAcqnA INAQ ... 32 10.43 +0.05 ... 7.38 1.37 LavaTherap LVTX ... dd 2.03 –0.12 ...
81.84 5.34 GeneDx WGS ... dd 5.96 –0.17 ... 11.54 4.10 HelloGroup MOMO .0 9 9.61 +0.33 .70 201.08 106.02 ManhattanAssoc MANH ... 92 199.88 +11.95 ...
10.93 6.75 HennessyAdvsrs HNNA 7.8 11 7.06 –0.20.1375 147.23 81.11 InsightEnt NSIT ... 20 146.34 +4.00 ... 10.70 9.98 LFCapAcqnIIA LFAC ... cc 10.68 +0.03 ...
8.72 3.15 GenerationBio GBIO ... dd 5.50 –0.17 ... 135.41 74.61 LGI Homes LGIH ... 12 134.89 +6.11 ... 27.99 11.91 Mannatech MTEX 6.7 dd 12.01 –0.78 .20
10.60 9.60 HennessyCapVI HCVI ... 47 10.26 +0.01 ... 28.94 16.04 Insmed INSM ... dd 21.10 +1.14 ...
27.37 10.01 GenesisGrowthA GGAA ... cc 11.60 –0.21 ... 10.62 9.94 LIVCapAcqnII A LIVB ... ... 10.60 +0.03 ... 5.73 2.91 MannKind MNKD ... dd 4.07 +0.14 ...
89.72 64.75 HenrySchein HSIC ... 23 81.10 +2.20 ... 5.28 0.69 Inspirato ISPO ... dd .98 +0.01 ...
11.49 9.92 GenesisUnicornA GENQ ... dd 10.79 +0.07 ... 59.33 46.20 LKQ LKQ 1.9 14 58.27 +3.85 .275 30.44 11.59 MaravaiLifeSci MRVI ... 11 12.43 –0.64 ...
14.87 6.69 HeritageCommerce HTBK 6.3 7 8.28 +0.02 .13 7.71 0.47 InstilBio TIL ... dd .55 +0.02 ...
1.73 0.73 Genetron GTH ... ... .93 –0.02 ... 271.56 169.68 LPL Financial LPLA .6 17 217.43 +9.19 .30 11.01 9.88 MarblegateAcqn GATE ... dd 10.42 +0.04 ...
38.85 25.70 HeritageCrystal HCCI ... 10 37.79 +1.72 ... 335.91 208.54 Insulet PODD ... cc 288.34 +0.49 ...
5.05 3.16 Genfit GNFT ... dd 3.54 –0.66 ... 16.00 5.50 LSI Inds LYTS 1.6 16 12.56 +0.21 .05 2.30 1.24 Marchex MCHX ... dd 2.12 –0.05 ...
34.34 14.85 HeritageFin HFWA 5.4 7 16.17 +0.07 .22 50.46 13.54 Intapp INTA ... dd 41.91 –5.32 ...
47.50 31.40 Genmab GMAB ... 33 38.01 –0.37 ... 14.45 9.61 LakeShoreBancorp LSBK 6.7 10 10.77 +0.22 .18 2.38 0.56 MarinSoftware MRIN ... dd .59 –0.05 ...
22.46 14.49 HertzGlobal HTZ ... 6 18.39 +0.94 ... 60.69 37.36 IntegraLifeSci IART ... 20 41.13 +1.58 ...
30.41 23.28 Gentex GNTX 1.6 21 29.26 +1.72 .12 20.02 11.89 LakelandBcp LBAI 4.3 8 13.39 –0.29 .145 11.15 3.47 MarinusPharm MRNS ... dd 10.86 +0.84 ...
30.36 7.35 Hesai HSAI ... dd 10.53 +0.55 ... 19.66 6.63 IntegralAd IAS ... cc 17.98 –0.18 ...
76.13 49.45 Gentherm THRM ... 92 56.51 +1.14 ... 83.57 43.05 LakelandFin LKFN 3.8 12 48.52 –1.04 .46 399.78 217.44 MarketAxess MKTX 1.1 38 261.42 –1.58 .72
75.38 34.86 Hibbett HIBB 2.8 4 36.29 ... .25 40.73 24.59 Intel INTC 1.5 dd 33.44 +0.44 .125
9.16 3.76 GeospaceTech GEOS ... dd 7.77 +0.65 ... 16.46 10.60 LakelandInd LAKE .8 53 14.39 –0.13 .03 4.10 1.45 MarketWise MKTW 2.0 4 2.00 –0.54 .01
30.15 10.44 HighPeakEner HPK .9 5 10.88 –1.41 .025 76.45 32.44 IntelliaTherap NTLA ... dd 40.78 –0.20 ...
40.70 26.03 GermanAmBncp GABC 3.7 9 27.18 –0.58 .25 11.76 9.98 LakeshoreAcqnII LBBB ... 86 10.58 –0.01 ... 11.28 3.46 Marqeta MQ ... dd 4.87 +0.01 ...
24.42 10.00 HilleVax HLVX ... dd 17.19 +0.65 ... 3.37 1.85 Intellicheck IDN ... dd 2.47 –0.14 ...
3.84 1.54 Geron GERN ... dd 3.21 +0.05 ... 0.35 0.05 LakeshoreII Rt LBBBR ... ... .21 ... ... 184.89 133.54 Marriott MAR 1.1 22 183.69 +12.24 .52
10.65 6.60 HillmanSolns HLMN ... dd 9.01 +0.72 ... 4.63 1.37 Inter INTR ... ... 3.13 –0.14 ...
63.25 36.58 GibraltarInds ROCK ... 23 62.92 +4.82 ... 650.23 299.59 LamResearch LRCX 1.1 18 642.86 +34.101.725 11.00 10.15 MarsAcqn MARX ... ... 10.40 ... ...
8.70 4.81 HimaxTechs HIMX 7.0 9 6.75 –0.28 .48 161.17 68.86 InterParfums IPAR 1.8 31 135.23 +1.23 .625
62.00 4.14 GigaCloudTech GCT ... 8 6.76 –1.03 ... 111.49 81.10 LamarAdv LAMR 5.0 24 99.25 +6.84 1.25 0.25 0.14 MarsAcqnRt MARXR ... ... .25 +0.01 ...
335.53 173.51 HinghamSvg HIFS 1.2 14 213.18 +11.09 .63 90.19 52.43 InteractiveBrkrs IBKR .5 19 83.07 +3.06 .10
11.25 10.01 GigCapital5 GIA ... dd 10.65 +0.02 ... 220.65 126.82 LancasterColony LANC 1.7 42 201.09 +0.76 .85 23.43 16.13 MartenTransport MRTN 1.1 17 21.50 +0.66 .06
20.43 13.70 HollysysAuto HOLI ... 10 17.59 +0.81 ... 8.50 2.50 InteractStrength TRNR ... ... 2.79 –0.58 ...
7.33 4.51 GilatSatellite GILT ... cc 6.23 +0.52 ... 4.75 1.95 MartinMidstream MMLP .9 dd 2.15 +0.10.005
87.88 59.78 Hologic HOLX ... 27 80.97 –0.49 ... 21.86 8.82 InterceptPharm ICPT ... 2 11.06 –0.68 ... 25.90 19.15 LandmarkBncp LARK 3.9 11 21.79 –0.16 .21
89.74 59.27 GileadSciences GILD 3.9 17 77.07 –0.40 .75 67.99 33.75 MarvellTech MRVL .4 dd 59.78 +1.96 .06
43.45 27.75 HomeBancorp HBCP 3.0 7 33.21 –0.86 .25 6.57 1.68 Intercure INCR ... 8 1.70 –0.22 ... 194.36 137.51 LandstarSystem LSTR .6 18 192.54 +6.55 .30
70.96 26.24 GitLab GTLB ... dd 51.11 +2.45 ... 198.00 108.89 Masimo MASI ... 76 164.55 +2.55 ...
4.10 0.99 HomePtCap HMPT ... dd 2.32 +0.01 ... 97.62 40.23 InterDigital IDCC 1.5 16 96.55 +5.48 .35 100.85 47.46 Lantheus LNTH ... dd 83.92 –8.60 ...
11.19 8.21 GladstoneCap GLAD 9.8 21 9.76 +0.33 .08 35.29 18.49 MasterCraftBoat MCFT ... 9 30.65 +1.87 ...
39.70 4.76 HomeStreet HMST 6.8 2 5.92 –0.11 .10 14.85 6.51 Interface TILE .5 cc 8.79 +0.48 .01 10.80 2.63 LanzaTechGlobal LNZA ... dd 6.83 +0.43 ...
21.15 10.84 GladstoneComm GOOD 9.7 dd 12.37 +0.53 .10 77.77 30.73 MatchGroup MTCH ... 41 41.85 +0.61 ...
30.79 18.02 HomeTrustBcshs HTBI 1.9 9 20.89 –0.55 .10 53.71 38.58 IntlBcshs IBOC 2.9 8 44.20 +1.00 .63 7.91 3.60 Largo LGO ... dd 4.29 +0.27 ...
15.86 11.40 GladstoneInvt GAIN 7.4 12 13.04 +0.43 .08 14.94 7.30 Materialise MTLS ... cc 8.64 +0.25 ...
3.30 0.80 HomologyMed FIXX ... dd .89 ... ... 7.54 3.57 Intevac IVAC ... dd 3.75 +0.15 ... 6.85 1.53 LarimarTherap LRMR ... dd 3.13 –0.18 ...
27.45 14.95 GladstoneLand LAND 3.4 dd 16.27 +0.33.046 9.52 3.31 MatrixService MTRX ... dd 5.89 +0.33 ...
4.51 1.40 Honest HNST ... dd 1.68 –0.05 ... 67.05 42.01 Intra-Cellular ITCI ... dd 63.32 –0.47 ... 11.42 9.97 LatAmGrowthA LATG ... 36 10.68 +0.03 ...
11.19 9.78 GlblBlockchain GBBK ... 94 10.44 ... ... 24.38 15.36 Mattel MAT ... 27 19.54 +1.47 ...
220.96 166.63 Honeywell HON 2.0 27 207.50 +7.41 1.03 490.83 352.63 Intuit INTU .7 58 458.19 +5.50 .78 1.47 0.49 Latch LTCH ... dd 1.39 +0.05 ...
0.55 0.04 GlbBlockchainRt GBBKR ... ... .11 –0.01 ... 7.45 2.20 Matterport MTTR ... dd 3.15 +0.28 ...
22.10 12.90 HookerFurnishings HOFT 4.7 dd 18.66 +0.84 .22 136.00 6.60 IntuitiveMachinesA LUNR ... dd 8.19 –0.27 ... 7.92 2.12 Latham SWIM ... dd 3.71 +0.50 ...
41.27 18.14 Global-EOnline GLBE ... dd 40.94 +3.92 ... 42.77 22.12 MatthewsIntl MATW 2.2 dd 42.62 +2.82 .23
15.73 7.42 HopeBancorp HOPE 6.7 5 8.42 +0.22 .14 344.08 180.07 IntuitiveSurgical ISRG ... 94 341.94 +14.68 ... 96.91 43.41 LatticeSemi LSCC ... 68 96.07 +10.72 ...
11.00 10.00 GlobalStarA GLST ... cc 10.47 +0.01 ... 7.50 3.57 MaxCyte MXCT ... dd 4.59 –0.09 ...
20.64 7.69 HorizonBancorp HBNC 6.1 5 10.41 –0.05 .16 11.75 2.22 Inventiva IVA ... dd 4.04 –0.21 ... 13.07 9.24 LaureateEduc LAUR .0 25 12.09 +0.47 .68
15.00 10.44 GlobalWaterRscs GWRS 2.3 42 12.68 –0.28.0248 38.91 10.01 MaxeonSolar MAXN ... dd 28.16 +2.05 ...
10.84 10.10 HorizonSpaceI HSPO ... ... 10.39 ... ... 23.72 10.71 Investar ISTR 3.3 4 12.11 +0.40 .10 15.82 4.72 Lavoro LVRO ... 25 5.96 ... ...
72.50 36.81 GlobalFoundries GFS ... 23 64.58 +6.89 ... 43.66 23.05 MaxLinear MXL ... 25 31.56 +2.62 ...
1.03 0.10 HorizonSpaceI Rt HSPOR ... ... .15 ... ... 5.00 3.18 InvestcpCredit ICMB14.4 dd 3.62 –0.05 .05 23.51 10.09 LeeEnterprises LEE ... dd 13.35 –0.11 ...
11.60 9.93 GlobalinkInvt GLLI ... cc 10.58 +0.02 ... 111.70 74.00 McGrathRent MGRC 2.0 21 92.48 +0.67 .465
13.96 9.67 HorizonTechFin HRZN10.9 14 12.08 +0.42 .11 11.39 9.98 InvestcorpEur I A IVCB ... 24 10.66 +0.02 ... 24.00 11.96 LegacyHousing LEGH ... 9 23.19 +0.92 ...
0.26 0.01 GlobalinkInvtRt GLLIR ... ... .09 +0.02 ... 9.35 5.42 MedallionFinl MFIN 4.0 4 7.91 +0.55 .08
113.83 57.84 HorizonTherap HZNP ... 65 102.85 +0.29 ... 11.11 9.98 InvestcorpIndiaA IVCA ... 39 10.70 +0.03 ... 13.94 6.89 LegalZoom LZ ... dd 12.08 –0.08 ... 2.73 1.89 MediciNova MNOV ... dd 2.30 –0.03 ...
4.16 0.53 GlycoMimetics GLYC ... dd 1.74 –0.13 ... 168.98 125.80 InvestorsTitle ITIC 1.3 15 146.00 +14.02 .46 75.45 37.30 LegendBiotech LEGN ... ... 69.03 –5.25 ...
19.29 11.57 Gogo GOGO ... 25 17.01 +0.42 ... 19.76 14.51 HostHotels HST 3.6 15 16.83 +0.59 .15 15.72 8.05 MediWound MDWD ... dd 10.66 +0.26 ...
3.10 0.35 HubCyberSecurity HUBC ... ... .47 –0.03 ... 4.90 0.98 Invivyd IVVD ... dd 1.05 –0.02 ... 68.67 41.78 LeMaitreVascular LMAT .8 72 67.28 –0.93 .14 241.48 141.30 Medpace MEDP ... 30 240.17 +16.78 ...
7.90 2.83 Gogoro GGR ... dd 3.45 +0.26 ... 48.82 32.69 IonisPharm IONS ... dd 41.03 +1.39 ... 51.94 16.02 LendingTree TREE ... dd 22.11 +0.43 ...
30.66 19.62 GolarLNG GLNG 5.0 ... 20.17 –0.11 .25 104.67 67.36 HubGroup HUBG ... 8 80.32 +3.78 ... 45.49 2.60 MeihuaIntlMed MHUA ... 10 2.85 +0.06 ...
11.70 10.01 HudsonAcqnI HUDA ... dd 10.35 +0.01 ... 13.44 5.28 IovanceBiotherap IOVA ... dd 7.04 –1.03 ... 17.59 7.51 LeonardoDRS DRS ... 7 17.34 +0.87 ... 11.58 4.77 MeiraGTx MGTX ... dd 6.72 –0.32 ...
46.15 32.53 GoldenEnt GDEN ... 23 41.80 +1.15 ... 7.99 1.65 iQIYI IQ ... cc 5.34 +0.34 ... 5.99 3.02 LesakaTech LSAK ... dd 3.81 +0.15 ...
11.68 6.99 GoldenOcean GOGL16.6 5 7.55 –0.15 .10 1.35 0.14 HudsonAcqnIRt HUDAR ... ... .23 +0.05 ... 14.46 4.70 MelcoResorts MLCO ... dd 12.21 –0.65 ...
38.00 17.88 HudsonGlobal HSON ... 15 21.53 +0.75 ... 164.69 85.74 iRhythmTechs IRTC ... dd 104.32 +5.41 ... 17.13 9.03 Leslie's LESL ... 15 9.39 ... ... 1365.64 615.54 MercadoLibre MELI ... 98 1184.60 –41.89 ...
10.19 10.14 GoldenStarAcqn GODN ... ... 10.17 ... ... 3.49 1.76 Iridex IRIX ... dd 2.17 –0.06 ... 3.79 1.71 LexiconPharm LXRX ... dd 2.29 –0.08 ...
0.39 0.19 GoldenStarAcqnRt GODNR ... ... .22 ... ... 2.08 0.45 HuizeHolding HUIZ ... dd 1.35 +0.06 ... 39.03 23.89 MercantileBank MBWM 4.8 6 27.62 +0.05 .33
5.60 1.96 Humacyte HUMA ... dd 2.86 –0.12 ... 68.34 36.54 IridiumComm IRDM .8 cc 62.12 +0.41 .13 3.86 1.26 LexinFintech LX ... 3 2.29 +0.04 ... 11.16 9.95 MercatoPtrsA MPRA ... cc 10.51 ... ...
14.42 11.94 GolubCapital GBDC 9.8 21 13.50 +0.34 .33 6.94 1.02 IrisEnergy IREN ... ... 4.66 +0.06 ... 40.89 12.52 LiAuto LI ... dd 35.10 +1.88 ...
10.37 3.82 GoodRx GDRX ... dd 5.52 +0.06 ... 200.64 156.07 JBHunt JBHT .9 21 181.03 +5.85 .42 17.50 7.37 MercerIntl MERC 3.7 4 8.07 –0.01 .075
15.74 9.13 HuntingtonBcshs HBAN 5.8 7 10.78 +0.57 .155 60.25 31.37 iRobot IRBT ... dd 45.25 +1.88 ... 3.25 1.07 LianBio LIAN ... dd 2.28 –0.13 ... 65.00 28.90 MercurySystems MRCY ... dd 34.59 –0.28 ...
15.69 9.66 Goodyear GT ... cc 13.68 +0.58 ... 12.66 9.73 IronwoodPharm IRWD ... 11 10.64 –0.29 ... 123.74 68.15 LibertyBroadbandA LBRDA ... 12 79.73 +9.39 ...
71.04 29.23 GooseheadIns GSHD ... cc 62.89 +1.69 ... 30.41 20.78 Hurco HURC 3.0 33 21.65 +0.56 .16 17.38 7.80 Meridian MRBK 5.1 6 9.80 +0.08 .125
11.25 10.13 IsraelAcqns ISRL ... ... 10.42 +0.01 ... 124.81 68.67 LibertyBroadbandC LBRDK ... 12 80.11 +9.35 ... 85.62 50.46 MeritMedical MMSI ... 57 83.64 +1.47 ...
6.91 3.81 GoPro GPRO ... dd 4.14 +0.02 ... 87.44 59.05 HuronConsulting HURN ... 28 84.91 +0.93 ...
28.05 12.52 iTeosTherap ITOS ... 47 13.24 –0.49 ... 22.38 15.22 LibertyGlobal A LBTYA ... dd 16.86 +0.27 ... 13.66 3.00 MerrimackPharm MACK ... dd 12.30 –0.06 ...
10.76 9.61 GoresIX A GHIX ... 65 10.25 +0.03 ... 3.70 0.78 Hut8Mining HUT ... dd 3.30 +0.37 ...
73.67 39.38 Itron ITRI ... dd 72.10 +3.97 ... 23.56 16.16 LibertyGlobal C LBTYK ... dd 17.77 +0.38 ... 9.62 2.98 MersanaTherap MRSN ... dd 3.29 +0.21 ...
15.20 0.91 GossamerBio GOSS ... dd 1.20 –0.15 ... 5.01 0.67 Hydrofarm HYFM ... dd .78 –0.16 ...
27.52 20.35 IturanLocation ITRN 2.4 12 23.34 –0.65 .15 10.01 5.90 LibertyLatAmA LILA ... dd 8.75 +0.58 ... 30.81 12.03 Merus MRUS ... dd 26.33 +0.58 ...
4.03 2.19 Grab GRAB ... dd 3.43 +0.23 ... 2.68 0.68 Hyperfine HYPR ... dd 2.15 –0.07 ...
7.80 4.93 Hywin HYW ... 6 6.93 +0.26 ... J 9.98 5.88 LibertyLatAmC LILAK ... dd 8.62 +0.54 ... 3.82 1.03 MesaAir MESA ... dd 2.55 +0.31 ...
6.99 1.40 GracellBiotech GRCL ... dd 3.81 –0.41 ...
4.53 0.45 HyzonMotors HYZN ... dd .96 +0.07 ... 72.09 45.01 LibertyFormOne A FWONA ... 37 67.62 –0.03 ... 216.41 114.21 MesaLabs MLAB .5 cc 128.50 +1.40 .16
124.53 78.37 GrandCanyonEduc LOPE ... 17 103.21 +2.10 ... 27.87 11.97 JakksPacific JAKK ... 2 19.97 +0.05 ...
80.13 50.00 LibertyFormOne C FWONK ... 42 75.28 –0.28 ... 4.62 2.35 Mesoblast MESO ... dd 3.91 –0.12 ...
4.48 1.59 GraphiteBio GRPH ... dd 2.60 –0.06 ... I 165.90 127.80 J&JSnackFoods JJSF 1.8 66 158.36 +2.24 .70
41.75 25.05 LibertyBraves A BATRA ... 36 40.92 +0.76 ... 289.79 88.09 MetaPlatforms META ... 36 286.98 –1.75 ...
14.50 7.51 GreatElmCap GECC18.0 dd 7.76 +0.15 .35 67.87 31.57 JD.com JD 1.8 19 34.13 –0.74 .62
81.66 41.52 IAC IAC ... dd 62.80 +1.58 ... 40.46 23.92 LibertyBraves C BATRK ... 35 39.62 +1.01 ... 11.00 9.85 MetalSkyStar MSSA ... ... 10.99 +0.29 ...
2.49 1.82 GreatElm GEG ... 3 2.05 –0.01 ... 11.55 0.79 Joann JOAN50.3 dd .87 –0.04 .11
31.40 14.85 IBEX IBEX ... 18 21.23 +0.33 ... 45.26 25.05 LibertySirius A LSXMA ... 12 32.81 +3.02 ... 54.83 28.73 Methanex MEOH 1.8 11 41.37 +2.39 .185
13.17 4.75 GreatLakesDredge GLDD ... dd 8.16 +0.57 ... 39.50 21.38 Joyy YY 6.6 22 30.71 +1.53 .51
128.70 89.60 ICF Intl ICFI .5 38 124.39 +2.50 .14 47.43 25.35 LibertySirius B LSXMB ... 11 30.90 +2.91 ... 24.34 13.10 MetroCityBkshs MCBS 4.0 7 17.89 –0.23 .18
64.16 45.39 GreatSouthernBncp GSBC 3.2 8 50.73 +0.01 .40 212.62 139.28 JackHenry JKHY 1.2 35 167.33 +4.53 .52
212.43 128.90 ICU Medical ICUI ... dd 178.19 +1.88 ... 45.20 25.02 LibertySirius C LSXMK ... 12 32.73 +3.01 ... 90.05 54.33 MicrochipTech MCHP 1.7 22 89.59 +7.62 .383
41.25 26.33 GreenPlains GPRE ... dd 32.24 +2.05 ... 97.99 55.88 JackintheBox JACK 1.8 14 97.53 +6.83 .44
26.35 9.00 IDEAYA Bio IDYA ... dd 23.50 –0.98 ... 10.85 9.99 LibertyRscsA LIBY ... cc 10.84 +0.02 ... 74.77 48.43 MicronTech MU .7 dd 63.11 –2.17 .115
14.40 11.72 GreenPlainsPtrs GPP 14.1 8 12.94 +0.65 .455 0.56 ... JaguarGlbGrwI Rt JGGCR ... ... .15 +0.02 ...
515.79 317.06 IdexxLab IDXX ... 60 502.23 +14.45 ... 93.67 9.16 LibertyTripAdvB LTRPB ... cc 46.63 +5.75 ... 351.47 213.43 Microsoft MSFT .8 37 340.54 +5.52 .68
48.90 1.55 GreenidgeGen GREE ... dd 2.82 –0.12 ... 12.38 9.97 JaguarGlblGrowthI JGGCU ... ... 10.13 –0.43 ...
58.13 25.22 IES Holdings IESC ... 18 56.88 +4.14 ... 1.68 0.57 LibertyTripAdvA LTRPA ... 2 .65 –0.01 ... 361.97 132.56 MicroStrategy MSTR ... dd 342.42 +13.31 ...
49.82 0.85 Greenlane GNLN ... dd .97 –0.99 ... 11.68 9.86 JaguarGlbGrwI A JGGC ... 52 10.58 +0.02 ...
28.20 8.51 IGM Biosci IGMS ... dd 9.23 –0.25 ... 11.96 1.52 LifecoreBiomed LFCR ... dd 9.67 +0.76 ... 3.50 0.88 Microvast MVST ... dd 1.60 +0.04 ...
5.90 0.18 GreenLightBio GRNA ... dd .30 +0.01 ... 26.60 17.88 JamesRiver JRVR 1.1 35 18.26 –0.51 .05
12.76 2.73 I-Mab IMAB ... ... 2.99 –0.06 ... 4.41 1.14 LifeMD LFMD ... dd 4.35 +0.45 ... 8.20 1.82 MicroVision MVIS ... dd 4.58 +0.48 ...
10.69 6.96 GreenlightCapRe GLRE ... 12 10.54 +0.72 ... 28.38 16.53 JamfHolding JAMF ... dd 19.52 +1.11 ...
3.95 1.02 IN8bio INAB ... dd 1.54 –0.36 ... 10.50 4.22 LifeStanceHealth LFST ... dd 9.13 +0.14 ... 34.99 18.25 MidPennBancorp MPB 3.6 6 22.08 –0.98 .20
12.50 5.71 Grifols GRFS ... 28 9.16 +0.23 ... 23.64 10.00 JanuxTherap JANX ... dd 11.87 –0.63 ...
5.45 1.56 IO Biotech IOBT ... dd 1.96 +0.10 ... 11.31 4.31 LifetimeBrands LCUT 3.0 dd 5.65 +0.54.0425 13.69 10.06 MidCapFin MFIC12.1 15 12.56 +0.60 .38
26.29 6.80 GrindrodShipping GRIN 1.4 2 8.48 –0.71 .03 163.31 121.67 JazzPharm JAZZ ... dd 123.97 –0.89 ...
5.85 1.64 Gritstone GRTS ... dd 1.95 –0.35 ... 137.33 79.88 IPG Photonics IPGP ... 71 135.82 +2.43 ... 9.35 6.18 JetBlue JBLU ... dd 8.86 +0.92 ... 8.10 4.55 LifewayFoods LWAY ... 38 6.55 –0.43 ... 162.02 120.30 Middleby MIDD ... 18 147.83 +7.54 ...
46.37 25.71 GroceryOutlet GO ... 46 30.61 +1.56 ... 30.84 18.59 i3Verticals IIIV ... dd 22.86 +1.03 ... 29.30 17.11 JFrog FROG ... dd 27.70 +1.16 ... 85.70 49.43 LigandPharm LGND ... 57 72.10 –0.99 ... 96.19 66.51 MiddlesexWater MSEX 1.5 40 80.66 +2.40.3125
14.85 2.89 Groupon GRPN ... dd 5.91 +0.42 ... 39.72 8.95 IVERICbio ISEE ... dd 39.34 +0.48 ... 186.01 0.69 JianzhiEduc JZ ... ... 1.00 ... ... 69.22 40.10 Light&Wonder LNW ... dd 68.76 +2.64 ... 28.88 17.98 MidlandStBncp MSBI 6.0 5 19.91 –0.35 .30
10.76 9.72 GrowthforGoodA GFGD ... cc 10.44 +0.01 ... 10.92 9.80 IXAcqnA IXAQ ... 43 10.56 ... ... 8.19 1.86 Jiayin JFIN ... 2 5.28 –0.60 ... 3.25 0.37 Lilium LILM ... ... 1.76 +0.50 ... 35.58 17.80 MidWestOneFin MOFG 4.5 7 21.37 –0.26.2425
0.18 ... GrowthforGoodRt GFGDR ... ... .14 –0.04 ... 55.16 18.03 IcahnEnterprises IEP 27.6 dd 29.03 +1.602.00 73.43 46.30 JohnsonOutdoors JOUT 2.0 14 61.45 +2.38 .31 17.90 11.00 Limoneira LMNR 1.9 16 15.56 –0.12 .075 9.85 2.73 MilestonePharm MIST ... dd 2.85 –0.30 ...
92.80 46.53 GrAeroportuario OMAB 4.4 19 84.84 +1.15.4944 39.73 21.04 Ichor ICHR ... 17 37.50 +1.90 ... 7.93 4.59 LincolnEduc LINC ... 19 6.74 +0.49 ... 33.46 13.20 MillerKnoll MLKN 5.1 17 14.78 +0.39.1875
7.17 1.36 iClickInteract ICLK ... dd 1.40 –0.28 ... K 199.72 118.17 LincolnElectric LECO 1.3 25 198.63 +9.04 .64 21.15 10.22 MillicomIntl TIGO ... 63 15.24 –1.05 ...
62.75 20.67 GuardantHealth GH ... dd 35.80 +0.27 ...
5.74 2.95 GulfIslandFab GIFI ... 22 3.25 +0.01 ... 252.15 171.43 Icon ICLR ... 40 250.20 +23.87 ... 488.25 250.20 KLA KLAC 1.1 20 485.02 +28.07 1.30 22.59 11.97 LiquiditySvcs LQDT ... 16 16.50 +0.97 ... 2.65 1.89 Mind CTI MNDO12.3 8 1.95 ... .24
4.95 2.34 Gulf Resources GURE ... 3 2.50 +0.04 ... 16.45 2.28 Icosavax ICVX ... dd 9.93 +0.69 ... 18.63 3.64 KLX Energy KLXE ... 5 9.73 +0.72 ... 293.77 192.19 Littelfuse LFUS .8 21 291.31 +21.16 .60 21.98 12.62 MineralysTherap MLYS ... ... 17.05 +1.10 ...
10.85 2.21 iHeartMedia IHRT ... dd 3.64 +0.27 ... 12.10 7.90 KVH Inds KVHI ... 6 9.14 ... ... 66.73 40.26 LivaNova LIVN ... dd 51.43 +2.80 ... 101.30 35.55 MiratiTherap MRTX ... dd 36.13 –1.10 ...
H 7.64 1.94 IkenaOncology IKNA ... dd 6.56 –0.34 ... 0.55 0.06 KairousAcqnRt KACLR ... ... .06 –0.03 ... 18.17 3.19 LivePerson LPSN ... dd 4.52 +0.14 ... 30.55 17.32 MirumPharm MIRM ... dd 25.87 –1.48 ...
56.47 26.12 H&E Equipment HEES 2.4 12 45.75 +3.37 .275 248.87 173.45 Illumina ILMN ... dd 187.49 –14.18 ... 97.58 56.79 KaiserAlum KALU 4.3 dd 71.64 +3.13 .77 3.41 1.40 LiveVox LVOX ... dd 2.75 –0.18 ... 13.32 0.45 Missfresh MF ... ... .50 –0.01 ...
23.49 16.33 HBT Finl HBT 3.7 10 18.44 +0.49 .17 9.25 4.85 Immersion IMMR 1.7 7 7.08 +0.42 .03 2.80 1.53 Kaltura KLTR ... dd 2.12 –0.02 ... 4.93 0.43 LixiangEduc LXEH ... dd .58 –0.09 ... 16.96 9.81 MissionProduce AVO ... dd 12.12 +0.02 ...
2.79 1.08 HCW Biologics HCWB ... dd 2.17 –0.13 ... 16.17 3.70 Immuneering IMRX ... dd 10.14 –0.14 ... 17.06 4.12 KalVistaPharm KALV ... dd 9.00 –0.18 ... 25.00 14.85 LoganRidgeFin LRFC 3.9 dd 20.71 +0.61 .22 48.11 24.85 Mobileye MBLY ... dd 38.42 +1.26 ...
24.23 17.31 HMN Fin HMNF 1.4 10 18.74 +0.18 .08 11.76 1.11 Immunic IMUX ... dd 2.51 +1.01 ... 5.72 3.72 Kamada KMDA ... dd 5.28 –0.13 ... 68.17 41.81 LogitechIntl LOGI 1.6 27 59.40 +3.60.9781 11.75 9.96 MobivAcqn MOBV ... cc 10.58 +0.01 ...
2.05 0.68 Hookipa HOOK ... dd .88 ... ... 7.80 1.21 ImmunityBio IBRX ... dd 2.78 +0.09 ... 4.27 2.00 KandiTech KNDI ... dd 3.96 –0.04 ... 10.29 2.70 LongboardPharm LBPH ... dd 7.34 –0.84 ... 217.25 115.03 Moderna MRNA ... 10 121.50 +3.00 ...

121.54 43.32 ModivCare MODV ... dd 45.21 –2.00 ... 9.90 2.29 Novonix NVX ... dd 2.65 –0.10 ... 276.88 160.00 Paylocity PCTY ... 88 184.53 +7.78 ... 18.18 6.79 QuinStreet QNST ... dd 8.83 +0.39 ... 2.66 0.90 SalemMedia SALM ... dd .96 +0.02 ...
7.36 5.50 MolecularPtrs MOLN ... dd 6.22 –0.33 ... 11.61 9.97 NubiaBrandA NUBI ... cc 10.57 –0.03 ... 8.04 3.78 Payoneer PAYO ... dd 4.81 +0.10 ... 21.93 3.04 QurateRetailB QRTEB ... dd 8.30 +0.30 ... 9.55 2.99 SanaBiotech SANA ... dd 5.96 +0.25 ...
2.60 0.25 Momentus MNTS ... dd .32 +0.05 ... 2.24 0.62 NuCana NCNA ... dd .79 –0.11 ... 103.03 58.95 PayPal PYPL ... 28 66.73 –0.21 ... 4.23 0.67 QurateRetailA QRTEA ... dd .99 +0.12 ... 42.54 19.47 SandySpringBncp SASR 6.0 6 22.68 –0.32 .34
85.67 54.01 MonarchCasino MCRI 1.7 16 70.45 +1.41 .30 19.91 8.34 NurixTherap NRIX ... dd 9.99 –0.02 ... 42.19 22.88 PeapackGladFin PGC .7 6 27.08 –0.27 .05 R 127.26 69.58 Sanfilippo JBSS .6 21 117.27 –6.98 1.50
187.00 73.58 monday.com MNDY ... dd 171.22 +1.70 ... 33.73 14.06 Nutanix NTNX ... dd 28.05 +0.68 ... 10.73 9.88 PearlHldgsAcqnA PRLH ... 63 10.55 +0.01 ... 6.42 1.07 SangamoTherap SGMO ... dd 1.30 +0.11 ...
16.98 6.74 Mondee MOND ... dd 8.91 +0.06 ... 45.25 12.00 Nuvalent NUVL ... dd 42.17 –1.68 ... 52.21 29.05 Pegasystems PEGA .2 dd 49.30 +0.19 .03 32.45 15.59 RaptTherap RAPT ... dd 18.70 –2.16 ... 9.80 3.15 SangomaTechs SANG ... dd 3.70 –0.25 ...
78.59 54.72 Mondelez MDLZ 2.1 25 72.94 –0.16 .385 54.62 35.17 Nuvasive NUVA ... cc 41.59 +0.54 ... 17.83 6.62 Peloton PTON ... dd 7.69 +0.38 ... 23.76 8.62 RBB Bancorp RBB 5.4 4 11.94 –0.39 .16 69.28 39.21 Sanmina SANM ... 12 60.27 +3.46 ...
418.70 135.15 MongoDB MDB ... dd 410.99 +21.00 ... 43.81 23.71 Nuvei NVEI ... 98 29.56 +2.41 ... 17.80 8.68 Pennant PNTG ... 50 12.28 +0.10 ... 97.45 47.74 RCI Hospitality RICK .3 17 75.99 +3.05 .06 57.82 36.91 Sanofi SNY ... 16 53.90 +0.60 ...
553.64 301.69 MonolithicPower MPWR .7 56 540.23 +34.23 1.00 439.90 108.13 NVIDIA NVDA .0 cc 423.02 +0.93 .04 28.00 21.50 PennsWoodsBncp PWOD 5.1 10 25.03 –0.96 .32 21.26 10.11 RCM Tech RCMT ... 10 18.40 +0.45 ... 27.52 16.18 SapiensInt SPNS ... 28 26.60 +0.40 ...
55.70 38.90 Monro MNRO 2.8 35 40.63 +0.96 .28 10.91 4.36 Nyxoah NYXH ... dd 8.01 +0.05 ... 32.24 23.05 PeoplesBncpOH PEBO 5.9 7 26.55 +0.18 .39 35.73 17.02 REGENXBIO RGNX ... dd 19.99 +1.09 ... 4.08 0.32 SarcosTech&Robotic STRC ... dd .32 –0.06 ...
60.47 42.81 MonsterBev MNST ... 47 57.44 –1.67 ... 34.88 16.35 PeoplesBncpNC PEBK 4.2 6 18.17 +0.30 .19 11.54 9.40 RF Acqn RFACU ... ... 10.45 –0.04 ... 159.89 72.02 SareptaTherap SRPT ... dd 114.52 +0.43 ...
O 10.91 9.83 RF Acqn A RFAC ... cc 10.44 –0.04 ...
12.62 4.40 MonteRosaTherap GLUE ... dd 6.85 +0.05 ... 58.50 30.60 PeoplesFinSvcs PFIS 3.7 9 43.79 +0.76 .41 3.40 1.08 Savara SVRA ... dd 3.20 +0.34 ...
10.45 9.80 MontereyCapA MCAC ... dd 10.45 +0.02 ... 53.59 28.97 ODP ODP ... 12 46.82 +1.39 ... 20.00 4.32 PepGen PEPG ... dd 8.94 –1.13 ... 0.28 0.03 RF Acqn Rt RFACR ... ... .09 –0.02 ... 35.50 25.75 ScanSource SCSC ... 8 29.56 +0.90 ...
0.30 0.02 MontereyCapRt MCACR ... ... .11 –0.02 ... 95.32 44.76 ON Semi ON ... 23 94.58 +7.06 ... 10.73 9.85 PepperLimeA PEPL ... cc 10.45 ... ... 7.42 3.78 RF Industries RFIL ... 67 4.15 –0.09 ... 37.67 25.96 SchnitzerSteel SCHN 2.5 89 29.99 –1.19.1875
11.04 10.02 MontereyInnov MTRY ... dd 10.92 +0.01 ... 13.00 7.50 OP Bancorp OPBK 5.7 4 8.43 +0.11 .12 196.88 160.98 PepsiCo PEP 2.7 39 185.22 –0.851.265 24.55 18.01 RGC Resources RGCO 3.9 dd 20.03 –0.74.1975 13.00 5.11 ScholarRock SRRK ... dd 7.54 –1.44 ...
261.16 163.28 Morningstar MORN .8 cc 196.07 +2.42 .375 2.86 1.00 OPKO Health OPK ... dd 2.17 +0.57 ... 12.25 10.05 PerceptionCapII PCCT ... dd 11.20 –0.01 ... 27.07 6.71 R1 RCM RCM ... dd 18.45 +0.92 ... 48.28 28.22 Scholastic SCHL 2.1 23 38.89 +1.75 .20
11.02 9.80 OPYAcqnIA OHAA ... dd 10.24 –0.01 ... 15.65 9.97 PerdoceoEduc PRDO ... 9 12.27 +0.09 ... 2.99 0.54 RVL Pharm RVLP ... dd .56 –0.16 ... 51.45 15.85 Schrodinger SDGR ... cc 49.92 +7.55 ...
63.08 21.23 Morphic MORF ... dd 57.33 –2.43 ...
964.58 624.85 OReillyAuto ORLY ... 28 955.30 +30.54 ... 12.00 5.47 PerellaWeinberg PWP 3.4 dd 8.33 +0.31 .07 7.42 1.05 RackspaceTech RXT ... dd 2.72 +0.81 ... 11.24 9.84 SchultzeSpecII A SAMA ... cc 10.47 +0.03 ...
7.90 3.17 MorphoSys MOR ... dd 7.47 –0.08 ...
127.07 69.31 OSI Systems OSIS ... 24 117.83 +0.89 ... 110.28 59.79 Perficient PRFT ... 29 83.33 +5.77 ... 16.00 7.97 RadiusGlbInfr RADI ... dd 14.90 +0.01 ... 19.87 10.60 SciPlay SCPL ... 20 19.68 +0.13 ...
19.93 4.26 MotorcarParts MPAA ... dd 7.74 +0.75 ...
21.74 17.59 OaktreeSpec OCSL 11.1 cc 19.43 +0.76 .55 3.97 1.72 PerformantFin PFMT ... dd 2.70 –0.31 ... 34.05 12.03 RadNet RDNT ... dd 32.62 –0.82 ... 12.75 3.68 scPharm SCPH ... dd 10.19 –0.08 ...
11.20 10.12 MountainI A MCAA ... 90 10.88 +0.02 ...
4.34 1.28 Oatly OTLY ... dd 2.05 +0.24 ... 42.75 17.50 PerionNetwork PERI ... 14 30.67 –2.04 ... 24.48 17.42 Radware RDWR ... dd 19.39 +0.15 ... 11.50 9.58 ScreamingEagleA SCRM ... 47 10.32 ... ...
0.38 0.03 MountainCrestVRt MCAGR ... ... .12 +0.04 ...
24.93 12.81 OceanFirstFin OCFC 5.1 6 15.62 +0.25 .20 11.49 8.05 Perma-PipeIntl PPIH ... 14 9.51 –0.63 ... 14.48 0.94 RainOncology RAIN ... dd 1.20 –0.11 ... 16.44 7.32 ScrippsEW SSP ... 8 9.15 +1.27 ...
11.40 9.69 MountainCrestV MCAG ... cc 10.35 ... ...
7.96 2.57 OcularTherapeutix OCUL ... dd 5.16 +0.29 ... 5.58 1.73 Personalis PSNL ... dd 1.88 –0.10 ... 15.89 4.15 Rallybio RLYB ... dd 5.66 –2.48 ... 36.92 17.93 SeacoastBkgFL SBCF 3.3 15 22.10 +1.11 .18
10.76 1.25 Movella MVLA ... 7 2.13 –0.44 ...
14.10 6.26 Oculis OCS ... cc 12.33 –0.10 ... 17.11 7.29 PetcoHealth WOOF ... 37 8.90 +0.14 ... 10.96 5.94 RamacoRscsA METC 5.9 4 8.44 –0.13 .125 83.78 47.47 Seagate STX 4.5 dd 61.87 +1.55 .70
17.75 0.88 MultiMetaVerse MMV ... dd 1.29 +0.03 ...
20.94 5.86 OfficePropIncm OPI 13.0 56 7.70 +0.55 .25 18.42 6.66 PetIQ PETQ ... dd 15.17 +0.45 ... 19.80 8.50 RamacoRscsB METCB ... ... 10.61 –0.89 ... 207.17 116.08 Seagen SGEN ... dd 192.46 –5.76 ...
10.76 10.00 MurphyCanyonA MURF ... cc 10.69 +0.04 ...
32.49 21.96 OhioValleyBanc OVBC 3.6 9 24.74 –0.19 .15 24.01 13.27 PetMedExpress PETS 8.7 cc 13.79 +0.05 .30 68.54 20.00 Rambus RMBS ... cc 64.17 +4.90 ... 10.92 9.76 SeaportGlblAcqnII SGII ... 49 10.41 ... ...
9.71 3.37 Mynaric MYNA ... dd 6.35 +0.05 ...
110.94 44.12 Okta OKTA ... dd 69.35 +0.10 ... 17.81 6.85 Pharming PHAR ... dd 11.65 +0.66 ... 12.89 3.65 RaniTherap RANI ... dd 4.12 –0.19 ... 11.38 5.28 SecureWorks SCWX ... dd 7.23 +0.21 ...
28.18 13.92 MyriadGenetics MYGN ... dd 23.18 +0.43 ...
18.23 3.05 Olaplex OLPX ... 13 3.72 +0.26 ... 26.00 1.77 Pharvaris PHVS ... dd 15.14 +3.54 ... 4.87 0.83 RapidMicro RPID ... dd 1.00 +0.01 ... 8.90 5.77 SecurityNatFin SNFCA ... 8 8.87 +0.21 ...
N 381.81 240.00 OldDomFreight ODFL .4 30 369.75 +43.12 .40 74.88 26.49 Rapid7 RPD ... dd 45.28 +2.70 ...
14.99 5.84 PhathomPharm PHAT ... dd 14.32 +1.17 ... 13.40 3.07 Seer SEER ... dd 4.27 –0.15 ...
41.25 19.74 Napco Security NSSC .7 39 34.65 –0.80.0625 20.19 11.66 OldNatlBncp ONB 4.0 7 13.94 +0.55 .14 39.37 30.53 Phenixfin PFX .0 dd 38.00 +0.25 .121 7.93 3.11 RealGoodFood RGF ... dd 3.47 +0.27 ... 2.73 0.90 SelectaBiosci SELB ... dd 1.12 –0.06 ...
48.68 27.53 NBT Bancorp NBTB 3.8 9 31.85 –0.24 .30 17.80 10.79 Old2ndBcp OSBC 1.5 7 13.06 –0.06 .05 5.95 0.49 PhenomeX CELL ... dd .49 –0.06 ... 3.71 1.00 RealReal REAL ... dd 2.22 +0.83 ... 104.37 66.81 SelectiveIns SIGI 1.3 23 95.95 –0.28 .30
18.25 2.39 NGM Biopharm NGM ... dd 2.59 –0.67 ... 9.87 2.19 OlemaPharm OLMA ... dd 9.03 +1.16 ... 20.54 11.75 PhibroAnimal PAHC 3.5 19 13.70 +0.23 .12 106.69 18.47 ReataPharm RETA ... dd 101.96 +8.17 ... 49.49 0.77 SelinaHosp SLNA ... ... 1.02 –0.13 ...
235.11 164.65 NICE NICE ... 48 206.50 –2.50 ... 26.47 12.05 OlinkHolding OLK ... dd 18.75 +1.55 ... 35.41 27.07 PhillipsEdison PECO 3.3 73 34.08 +1.88.0933 14.18 4.54 RecursionPharm RXRX ... dd 7.47 +0.11 ... 11.34 0.55 Semantix STIX ... dd 2.63 +0.33 ...
26.72 16.21 NMI Holdings NMIH ... 7 25.82 +0.96 ... 72.27 44.72 Ollie'sBargain OLLI ... 30 57.93 –1.39 ... 11.83 10.02 PhoenixBiotech PBAX ... dd 10.90 +0.05 ... 60.57 43.50 RedRiverBcshs RRBI .7 9 49.14 –4.22 .08 12.03 10.01 SemperParatusA LGST ... 78 10.68 +0.08 ...
2.97 0.97 NN NNBR ... dd 2.39 +0.20 ... 58.84 22.62 OlympicSteel ZEUS 1.0 9 49.00 +3.17 .125 16.50 5.35 RedRobin RRGB ... dd 13.83 +0.99 ...
26.05 13.86 Photronics PLAB ... 13 25.79 +2.75 ... 65.51 17.82 Semtech SMTC ... dd 25.46 +1.34 ...
1.54 0.46 NRX Pharm NRXP ... dd .48 –0.02 ... 128.51 77.28 OmegaFlex OFLX 1.3 44 103.78 –0.72 .33 50.66 30.98 RedRockResorts RRR 2.1 14 46.78 +2.46 .25
33.96 19.96 Pilgrim'sPride PPC ... 11 21.49 +0.64 ... 68.74 32.58 SenecaFoods A SENEA ... 8 32.68 –5.66 ...
154.97 89.30 NV5Global NVEE ... 36 110.77 +4.73 ... 11.98 3.45 OmegaTherap OMGA ... dd 5.60 –1.42 ... 14.38 3.08 Redfin RDFN ... dd 12.42 +2.10 ...
89.00 43.31 PinnacleFinPtrs PNFP 1.6 8 56.65 +2.53 .22 69.83 33.50 SenecaFoods B SENEB ... 8 33.50 –9.51 ...
205.98 132.08 NXP Semi NXPI 2.0 20 204.68 +15.991.014 7.80 1.74 Omeros OMER ... 7 5.44 –0.05 ... 49.20 1.16 RedHillBio RDHL ... dd 1.20 –0.50 ...
1.54 0.25 PintecTech PT ... dd .95 +0.05 ... 2.37 1.14 SenseiBiotherap SNSE ... dd 1.14 –0.17 ...
13.95 0.92 NanoLabs NA ... ... 1.97 +0.13 ... 10.50 1.91 OmniAb OABI ... dd 5.03 +0.22 ... 11.23 9.86 RedwoodsAcqn RWOD ... 66 10.46 ... ...
2.51 1.34 Pixelworks PXLW ... dd 1.73 +0.09 ... 2.38 1.17 SenstarTech SNT ... 9 1.21 +0.02 ...
22.69 5.31 NanoXImaging NNOX ... dd 15.49 –0.34 ... 118.26 46.11 Omnicell OMCL ... dd 73.67 +3.56 ... 68.56 51.97 RegencyCtrs REG 4.2 28 61.77 +3.77 .65
14.21 9.10 PlainsAllAmPipe PAA 7.6 9 14.10 +0.80.2675 8.77 0.59 SentiBiosciences SNTI ... dd .63 –0.35 ...
7.76 1.75 Nanobiotix NBTX ... dd 5.07 –0.42 ... 11.55 9.79 OmniLitAcqnA OLIT ... cc 10.42 –0.08 ... 837.55 563.82 RegenPharm REGN ... 20 718.54 –61.19 ...
14.93 9.39 PlainsGP PAGP 7.2 16 14.83 +1.01.2675 4.25 1.10 SeraPrognostics SERA ... dd 3.30 –0.69 ...
18.51 3.78 NanoStringTech NSTG ... dd 4.05 +0.02 ... 13.29 5.82 1-800-FLOWERS FLWS ... dd 7.80 +0.21 ... 33.06 9.67 RelayTherap RLAY ... dd 12.56 +0.69 ...
9.77 5.35 PlayaHotels PLYA ... 23 8.14 –0.44 ... 9.49 3.34 SeresTherap MCRB ... dd 4.79 –0.51 ...
69.22 48.95 Nasdaq NDAQ 1.8 22 49.85 +0.21 .22 6.34 4.40 180DegreeCap TURN ... dd 4.45 –0.05 ... 38.68 1.81 RelmadaTherap RLMD ... dd 2.46 –0.01 ...
4.94 3.24 Playstudios MYPS ... cc 4.91 +0.22 ... 11.57 5.00 ServiceProperties SVC 9.2 cc 8.69 +0.43 .20
59.75 34.00 Natera NTRA ... dd 48.66 –2.71 ... 4.00 2.03 111 YI ... dd 2.46 –0.08 ... 20.03 7.56 RemitlyGlobal RELY ... dd 18.82 –0.05 ...
13.96 7.81 Playtika PLTK ... 16 11.60 –0.09 ... 2.37 0.61 17Educ&Tech YQ ... dd .92 –0.02 ...
83.00 53.38 Nathan's NATH 2.5 16 78.54 +2.25 .50 7.47 3.45 1stdibs.com DIBS ... dd 3.74 –0.04 ... 3.92 1.05 Renalytix RNLX ... dd 2.92 +0.91 ...
115.36 74.53 Plexus PLXS ... 16 98.24 +5.09 ... 2.71 1.31 Sharecare SHCR ... dd 1.75 +0.05 ...
57.65 38.40 NationalBeverage FIZZ ... 32 48.35 –0.82 ... 43.96 23.68 OneWaterMarine ONEW ... 5 36.24 +2.43 ... 41.77 23.47 Renasant RNST 3.4 8 26.13 –1.12 .22
36.64 7.44 PliantTherap PLRX ... dd 18.12 –2.72 ... 5.82 1.85 ShattuckLabs STTK ... dd 3.12 –0.17 ...
1.85 0.10 NatlCineMedia NCMI35.6 dd .34 +0.07 .03 11.10 10.00 OnyxAcqnIA ONYX ... cc 10.81 +0.11 ... 11.30 1.79 ReneoPharm RPHM ... dd 6.56 –0.49 ...
10.70 3.14 PolestarAuto PSNY ... 23 3.82 +0.29 ... 24.50 15.62 ShenandoahTel SHEN .4 dd 19.43 +0.73 .08
58.30 29.81 NatlInstruments NATI 2.0 47 57.40 +0.30 .28 11.99 5.35 OpenLending LPRO ... 24 10.51 +0.39 ... 7.70 4.04 ReNewEnergy RNW ... ... 5.48 –0.01 ...
10.04 6.51 PonceFinl PDLB ... dd 8.69 +0.18 ... 32.43 13.92 ShoalsTech SHLS ... 29 25.56 +1.48 ...
47.60 33.10 NatlResearch NRC 1.1 36 43.51 –1.05 .12 43.25 24.91 OpenText OTEX 2.3 37 41.55 +1.46 .243 5.74 1.10 RenttheRunway RENT ... dd 1.98 –0.08 ...
10.88 10.16 PonoCapitalThree PTHR ... cc 10.41 +0.03 ... 320.54 172.50 ShockwaveMed SWAV ... 45 285.41 –7.22 ...
43.82 17.25 NationalVision EYE ... 86 24.29 +0.37 ... 6.39 0.92 OpendoorTech OPEN ... dd 4.02 +1.09 ... 18.68 8.53 RepareTherap RPTX ... dd 10.58 –0.84 ...
10.88 9.95 PonoCapTwoA PTWO ... cc 10.29 ... ... 29.47 19.24 ShoeCarnival SCVL 1.7 7 23.48 +1.12 .10
427.96 166.94 NatlWesternLife NWLI .1 19 415.56 +41.78 .36 21.75 3.92 Opera OPRA 2.0 47 19.87 +2.61 .80 262.26 135.37 Repligen RGEN ... 48 141.46 –8.11 ...
423.97 278.10 Pool POOL 1.2 22 374.64 +22.30 1.10 20.85 10.65 ShoreBancshares SHBI 4.2 7 11.56 –0.52 .12
12.60 6.97 NaturalAlt NAII ... 12 7.20 –0.10 ... 10.86 2.19 OportunFin OPRT ... dd 5.97 +0.44 ... 29.52 15.07 Replimune REPL ... dd 23.22 –0.61 ...
83.22 49.34 Popular BPOP 3.6 4 60.52 +2.00 .55 34.10 17.94 Shyft SHYF .9 19 22.06 +0.69 .05
4.65 1.50 NautilusBiotech NAUT ... dd 3.87 +0.20 ... 7.99 2.65 Opthea OPT ... ... 2.80 ... ... 50.16 37.23 RepublicBcpKYA RBCAA 3.5 9 42.50 –0.13 .374
28.93 15.84 Portillo's PTLO ... 90 22.53 +2.55 ... 16.50 1.25 Sientra SIEN ... dd 2.93 +0.38 ...
19.40 12.88 Navient NAVI 3.4 5 18.58 +0.61 .16 4.85 3.28 OpticalCable OCC ... 8 4.04 –0.11 ... 4.08 0.62 RepublicFirstBncp FRBK ... 5 .90 –0.04 ...
24.49 18.00 PortmanRidge PTMN13.8 dd 19.99 +0.89 .69 22.99 15.01 SierraBancorp BSRR 5.4 7 16.97 –0.63 .23
10.62 3.11 NavitasSemi NVTS ... dd 10.54 +1.77 ... 4.30 1.07 Optinose OPTN ... dd 1.23 +0.04 ... 7.91 4.42 ReservoirMedia RSVR ... cc 6.02 –0.03 ...
8.82 1.54 PoseidaTherap PSTX ... dd 1.76 –0.59 ... 15.30 5.35 SightSciences SGHT ... dd 8.28 +0.43 ...
37.07 16.38 Nayax NYAX ... dd 19.08 –0.92 ... 35.87 24.23 OptionCare OPCH ... 37 32.49 +2.19 ... 23.18 14.03 ResourcesConnect RGP 3.6 8 15.71 –0.18 .14
11.14 4.31 Potbelly PBPB ... 23 8.78 +0.87 ... 28.00 3.77 SigilonTherap SGTX ... dd 22.51 +18.60 ...
39.83 19.58 nCino NCNO ... dd 30.12 +0.11 ... 7.82 2.65 OraSureTechs OSUR ... 13 5.01 –0.10 ... 18.78 11.97 RetailOppor ROIC 4.4 35 13.51 +0.57 .15
53.87 39.10 PotlatchDelt PCH 3.4 20 52.85 +2.62 .45 17.99 4.55 SilenceTherap SLN ... dd 5.50 –1.15 ...
18.65 1.35 NearIntelligence NIR ... dd 1.40 –0.38 ... 23.39 6.30 OrchestraBioMed OBIO ... dd 7.00 –1.36 ... 7.62 0.63 ReunionNeuro REUN .0 dd 1.13 +0.03 .017
64.76 20.17 PowellIndustries POWL 1.7 27 60.59 +1.35.2625 50.00 32.30 Silicom SILC ... 13 36.86 +1.82 ...
8.19 4.45 NecessityRetail RTL 12.6 dd 6.76 +0.51.2125 1.27 0.37 OrganiGram OGI ... dd .39 –0.01 ... 37.98 13.70 RevanceTherap RVNC ... dd 25.31 –1.43 ...
11.24 9.81 Pwr&Digital II A XPDB ... 99 10.40 –0.01 ... 194.68 109.44 SiliconLab SLAB ... 66 157.74 +13.04 ...
5.18 0.52 NektarTherap NKTR ... dd .58 –0.01 ... 8.88 2.36 OricPharm ORIC ... dd 7.76 +1.27 ... 10.80 9.66 RevelstoneCapA RCAC ... cc 10.34 +0.01 ...
95.51 59.16 PowerIntegrations POWI .8 42 94.67 +7.82 .19 88.65 51.53 SiliconMotion SIMO 1.4 19 71.86 –0.27 .50
27.77 10.85 NeoGames NGMS ... dd 26.12 –0.65 ... 26.35 13.76 OrthofixMed OFIX ... dd 18.06 –0.33 ... 31.37 17.03 RevolutionMed RVMD ... dd 26.75 +1.23 ...
3.97 2.06 PowerFleet PWFL ... dd 3.00 –0.24 ... 58.04 28.98 SilkRoadMed SILK ... dd 32.49 –0.26 ...
24.67 10.49 Neogen NEOG ... cc 21.75 +0.06 ... 60.75 35.67 OrthoPediatrics KIDS ... cc 43.85 –0.19 ... 32.50 25.90 ReynoldsCnsmr REYN 3.3 26 28.25 +0.08 .23
5.25 0.79 PraxisPrecision PRAX ... dd 1.15 +0.01 ... 11.24 7.82 SilverSpikeInvt SSIC ... 12 8.18 +0.04 ...
21.74 7.80 NerdWallet NRDS ... cc 9.41 –0.91 ... 82.46 52.60 OtterTail OTTR 2.2 12 78.96 +5.06.4375 34.99 4.08 RhythmPharm RYTM ... dd 16.49 –0.95 ...
2.90 0.81 Precigen PGEN ... dd 1.15 +0.02 ... 21.30 14.94 SilvercrestAsset SAMG 3.6 14 20.25 +0.12 .18
79.09 58.08 NetApp NTAP 2.6 13 76.40 +3.19 .50 6.92 3.33 Outbrain OB ... dd 4.92 –0.03 ... 4.84 2.19 RibbonComms RBBN ... dd 2.79 +0.01 ...
2.13 0.51 PrecisionBio DTIL ... dd .53 –0.05 ... 25.73 14.68 SimmonsFirstNat SFNC 4.6 9 17.25 +0.13 .20
101.92 53.09 NetEase NTES 1.6 19 96.69 +3.62 .465 30.55 11.41 OutsetMedical OM ... dd 21.87 +0.33 ... 27.24 13.72 RichardsonElec RELL 1.5 9 16.50 –0.24 .06
77.75 42.42 PreferredBankLA PFBC 4.0 6 54.99 +1.35 .55 67.59 32.58 SimulationsPlus SLP .6 85 43.33 –2.08 .06
448.65 169.70 Netflix NFLX ... 47 440.49 +16.47 ... 35.20 17.05 Overstock OSTK ... dd 32.57 +8.66 ... 2.04 0.67 RigelPharm RIGL ... dd 1.29 –0.39 ...
177.00 59.00 PreformedLine PLPC .5 12 156.10 –6.16 .20 25.79 12.27 Sinclair SBGI 7.2 4 13.82 +1.37 .25
26.79 13.30 Netgear NTGR ... dd 14.16 +0.23 ... 3.98 1.41 OvidTherap OVID ... dd 3.28 –0.45 ... 7.25 3.46 RiminiStreet RMNI ... cc 4.79 +0.38 ...
8.90 4.25 PreludeTherap PRLD ... dd 4.50 –0.20 ... 4.80 0.76 SingularGenomics OMIC ... dd .83 +0.05 ...
38.02 25.90 NetScout NTCT ... 38 30.95 +1.59 ... 6.79 4.76 OxfordLane OXLC19.8 dd 4.84 +0.04 .08 8.00 4.17 RiverviewBncp RVSB 4.8 6 5.04 +0.02 .06
30.80 13.60 PremierFinl PFC 7.7 6 16.02 –0.40 .31 6.85 3.32 SiriusXM SIRI 2.1 16 4.53 +0.70.0242
129.29 89.04 Neurocrine NBIX ... cc 94.30 –2.09 ... 4.05 2.60 OxfordSquare OXSQ15.8 dd 2.65 +0.01 .035 40.86 11.68 Rivian RIVN ... dd 16.66 +3.13 ...
38.98 24.88 Premier PINC 3.0 18 27.66 +0.49 .21 209.66 73.10 SiTime SITM ... dd 117.97 +3.17 ...
6.95 2.01 Neuronetics STIM ... dd 2.15 +0.06 ... PQ 12.76 7.57 Robinhood HOOD ... dd 9.98 +0.49 ...
4.35 0.70 Prenetics PRE ... dd .89 –0.01 ... 10.70 10.00 SizzleAcqn SZZL ... cc 10.69 +0.01 ...
6.20 1.22 NeuroPace NPCE ... dd 4.49 +0.01 ... 24.53 11.78 RocketPharm RCKT ... dd 19.87 –0.82 ...
37.45 21.56 PAM Transport PTSI ... 8 26.77 +0.31 ... 10.40 1.23 PrestoAutomation PRST ... 8 5.22 +0.72 ... 26.05 17.50 SkywardSpecIns SKWD ... 37 25.40 +0.14 ...
63.06 25.06 NewFortressEner NFE .4 53 26.78 –0.66 .10 37.65 18.00 RockyBrands RCKY 3.0 12 21.00 +0.97 .155
6.65 4.90 P&FIndustries PFIN 3.2 dd 6.26 –0.17 .05 79.55 56.29 PriceSmart PSMT 1.2 22 74.06 –0.03 .46 41.15 14.76 SkyWest SKYW ... 63 40.72 +1.15 ...
13.59 11.17 NewMtnFin NMFC10.3 16 12.44 +0.41 .03 7.29 4.77 RockyMtnChoc RMCF ... dd 5.35 –0.15 ...
20.42 12.86 PCB Bancorp PCB 4.9 6 14.71 –0.92 .18 21.73 11.07 PrimeMedicine PRME ... dd 14.65 –0.35 ... 123.69 76.16 Skyworks SWKS 2.2 16 110.69 +8.67 .62
11.67 9.92 NewProvidenceII A NPAB ... 86 10.62 –0.08 ... 10.83 2.87 RoivantSciences ROIV ... dd 10.08 +0.28 ...
56.68 37.76 PCConnection CNXN .7 15 45.10 +0.88 .08 11.05 9.88 PrimeNumberI A PNAC ... cc 10.55 ... ... 50.61 17.50 SleepNumber SNBR ... 13 27.28 +4.87 ...
12.96 8.28 NY Mortgage NYMT12.1 dd 9.92 +0.27 .30 97.93 38.26 Roku ROKU ... dd 63.96 +1.39 ...
5.68 3.99 PCTEL PCTI 4.6 15 4.80 +0.04 .055 0.31 0.08 PrimeNumberI Rt PNACR ... ... .17 –0.06 ... 2.65 1.37 SmartSand SND ... 47 1.64 +0.02 ...
32.88 7.52 NewAmstPharma NAMS ... dd 11.89 –0.31 ... 26.10 3.31 Root ROOT ... dd 8.94 –2.04 ...
82.24 51.72 PDC Energy PDCE 2.2 3 71.14 +2.80 .40 14.41 7.01 PrimisFinl FRST 4.8 11 8.42 –0.25 .10 1.51 0.60 SmartShareGlbl EM ... dd .98 +0.03 ...
10.95 10.03 NewcourtAcqnA NCAC ... 66 10.95 +0.07 ... 122.45 69.24 RossStores ROST 1.2 25 112.13 +3.47 .335
106.38 38.80 PDD PDD ... 19 69.14 –0.66 ... 37.60 23.49 PrincetonBncp BPRN 4.4 7 27.32 +0.12 .30 11.36 9.84 RothCHAcqnV ROCL ... cc 10.34 +0.01 ... 2.26 0.31 SmileDirectClub SDC ... dd .53 +0.08 ...
21.55 7.80 NewellBrands NWL 3.2 dd 8.70 +0.85 .07 45.80 20.16 PDF Solutions PDFS ... cc 45.10 +1.47 ... 96.17 61.05 PrincipalFinl PFG 3.4 5 75.84 +3.44 .64 15.72 8.21 Smith&Wesson SWBI 3.7 16 13.04 –0.47 .12
5.26 3.14 Rover ROVR ... dd 4.91 +0.02 ...
11.93 5.07 Newmark NMRK 1.9 15 6.22 +0.33 .03 39.35 22.96 PENN Entmt PENN ... 6 24.03 +1.00 ... 44.64 20.64 PriviaHealth PRVA ... cc 26.11 +1.75 ... 13.26 7.02 SnapOne SNPO ... dd 11.65 +1.98 ...
147.82 84.54 RoyalGold RGLD 1.3 32 114.78 +0.77 .375
21.69 14.87 NewsCorp A NWSA 1.0 43 19.50 +0.74 .10 7.68 1.43 PLBY Group PLBY ... dd 1.68 +0.15 ... 9.41 3.68 Procaps PROC ... 14 4.30 +0.04 ... 3.07 0.50 SoYoungIntl SY ... dd 1.84 –0.15 ...
44.66 29.20 RoyaltyPharma RPRX 2.6 41 30.74 –0.21 .20
21.86 15.15 NewsCorp B NWS 1.0 43 19.72 +0.72 .10 17.77 3.84 PMV Pharm PMVP ... dd 6.26 +0.41 ... 27.00 9.01 ProFrac ACDC ... 7 11.16 –0.53 ... 10.58 9.80 SocialLvgI A SLAC ... 51 10.10 –0.10 ...
62.20 42.72 RushEnt A RUSHA 1.4 9 60.74 +1.23 .21
23.11 10.75 NewtekOne NEWT10.8 ... 15.90 +0.24 .18 43.34 17.74 PRA Group PRAA ... 51 22.85 +0.25 ... 61.79 40.33 ProgressSoftware PRGS 1.2 32 58.10 +3.02 .175 10.23 4.24 SoFiTech SOFI ... dd 8.34 +0.06 ...
68.89 46.88 RushEnt B RUSHB 1.2 10 68.06 +1.80 .21
217.76 148.00 NexstarMedia NXST 3.2 8 166.55 +8.38 1.35 52.40 25.29 ProceptBio PRCT ... dd 35.35 +2.10 ... 46.50 28.03 Progyny PGNY ... 91 39.34 +2.75 ... 18.30 10.89 Sohu.com SOHU ... dd 11.02 –0.07 ...
29.56 9.78 RxSight RXST ... dd 28.80 +2.78 ...
5.27 1.16 NextCure NXTC ... dd 1.80 +0.19 ... 144.56 97.97 PTC PTC ... 53 142.30 +1.44 ... 10.74 9.74 ProjectEnReimag PEGR ... 23 10.36 +0.02 ... 6.89 2.99 SolGelTech SLGL ... dd 2.99 –0.17 ...
110.66 55.90 Ryanair RYAAY ... 19 110.60 +5.92 ...
21.99 15.23 NextGenHlthcr NXGN ... dd 16.22 +0.40 ... 59.84 33.25 PTC Therap PTCT ... dd 40.67 –0.81 ... 11.30 3.08 ProSomnus OSA ... dd 3.10 –0.89 ... 375.90 190.15 SolarEdgeTech SEDG ... 79 269.05 +25.40 ...
43.97 28.24 Nextracker NXT ... 19 39.81 +1.18 ... 85.18 51.33 Paccar PCAR 1.2 14 83.65 +5.21 .25 8.19 5.92 ProspectCapital PSEC11.6 dd 6.20 +0.10 .06 S 14.25 3.40 SolidBiosci SLDB ... dd 5.24 –0.25 ...
10.16 4.37 NicholasFin NICK ... dd 5.00 –0.26 ... 14.30 3.89 PacBiosciCA PACB ... dd 13.30 +0.80 ... 30.10 7.24 ProtagonistTherap PTGX ... dd 27.62 +0.01 ... 38.43 24.93 S&T Bancorp STBA 4.7 7 27.19 +0.08 .32 7.77 1.83 SolidPower SLDP ... dd 2.54 +0.30 ...
8.97 0.52 Nikola NKLA ... dd 1.38 +0.09 ... 37.50 17.53 PacificPremBncp PPBI 6.4 7 20.68 +0.68 .33 4.60 2.20 ProtaraTherap TARA ... dd 2.39 –0.13 ... 356.59 215.11 SBA Comm SBAC 1.5 68 231.76 +8.68 .85 5.60 1.98 SomaLogic SLGC ... dd 2.31 +0.16 ...
19.60 1.49 9F JFU ... dd 2.97 –0.41 ... 59.33 35.35 PaciraBioSci PCRX ... dd 40.07 +0.01 ... 7.71 0.91 Proterra PTRA ... dd 1.20 +0.06 ... 3.84 1.15 SCYNEXIS SCYX ... dd 2.95 +0.10 ... 2.77 0.27 Sonder SOND ... dd .53 –0.01 ...
26.00 5.69 908Devices MASS ... dd 6.86 –0.37 ... 12.46 6.85 PactivEvergreen PTVE 5.3 10 7.57 +0.22 .10 79.65 25.02 Prothena PRTA ... dd 68.28 –1.50 ... 28.50 8.50 SEALSQ LAES ... ... 14.92 –1.13 ... 3.98 0.16 Sono SEV ... ... .29 +0.02 ...
9.05 2.57 NiuTech NIU ... dd 3.98 +0.09 ... 30.43 2.48 PacWestBancorp PACW .5 dd 8.15 +0.92 .01 15.18 11.61 ProvidentFin PROV 4.4 10 12.75 +0.48 .14 64.69 46.30 SEI Investments SEIC 1.4 21 59.62 +2.64 .43 24.56 13.65 Sonos SONO ... dd 16.33 +1.13 ...
18.48 2.15 Nkarta NKTX ... dd 2.19 –2.43 ... 256.83 132.22 PaloAltoNtwks PANW ... cc 255.51 +11.57 ... 23.60 11.73 PubMatic PUBM ... 59 18.28 –0.15 ... 29.51 11.14 SI-BONE SIBN ... dd 26.98 –1.88 ... 5.77 1.69 SophiaGenetics SOPH ... dd 4.48 +0.64 ...
15.91 8.22 nLIGHT LASR ... dd 15.42 +0.30 ... 95.20 43.64 Palomar PLMR ... 27 58.04 –2.10 ... 24.49 4.07 Pulmonx LUNG ... dd 13.11 +0.23 ... 26.99 4.94 SIGA Tech SIGA .0 11 5.05 –0.11 .45 20.41 5.78 SoteraHealth SHC ... dd 18.84 +0.85 ...
230.20 1.10 Nogin NOGN ... dd 1.31 –0.17 ... 97.78 66.74 PapaJohn's PZZA 2.3 33 73.83 +2.96 .42 5.16 2.08 PumaBiotech PBYI ... 33 3.53 –0.02 ... 12.50 9.87 SKGrowthOppsA SKGR ... 67 10.59 ... ... 3.11 1.63 SotherlyHotels SOHO ... 1 1.89 –0.05 ...
6.55 3.12 Noodles NDLS ... ... 3.38 +0.01 ... 11.09 9.96 PapayaGrowthI A PPYA ... 43 10.60 +0.04 ... 38.90 19.50 PureTechHealth PRTC ... dd 29.80 +0.10 ... 17.93 10.81 SLM SLM 2.7 10 16.32 +0.42 .11 31.96 18.75 SouthPlainsFin SPFI 2.3 8 22.51 –0.14 .13
251.26 195.28 Nordson NDSN 1.0 28 248.18 +12.44 .65 30.83 16.06 ParamountA PARAA 1.1 dd 18.56 +0.83 .05 6.76 2.20 PurpleInnovation PRPL ... dd 2.78 +0.19 ... 16.09 12.08 SLR Invt SLRC11.5 33 14.27 +0.26.1367 91.74 59.51 SouthState SSB 3.0 9 65.80 +1.47 .50
48.50 33.15 NortheastBank NBN .1 7 41.67 +0.74 .01 27.49 13.80 ParamountB PARA 1.3 dd 15.91 +0.55 .05 9.63 4.44 Puyi PUYI ... dd 6.98 +1.88 ... 29.99 12.04 SMART Global SGH ... ... 29.01 +3.21 ... 49.96 20.75 SouthernFirstBcsh SFST ... 8 24.75 –1.73 ...
15.00 9.30 NorthernTechsIntl NTIC 2.6 34 10.71 –0.04 .07 3.65 1.29 ParatekPharm PRTK ... dd 2.21 ... ... 6.92 1.10 PyxisOncology PYXS ... dd 2.56 –0.10 ... 4.76 0.12 SMXSecurityMatters SMX ... dd .13 –0.05 ... 56.04 30.28 SoMO Bancorp SMBC 2.2 10 38.45 –0.75 .21
104.57 69.54 NorthernTrust NTRS 4.0 13 74.14 +2.86 .75 3.93 0.75 PardesBiosci PRDS ... dd 1.81 –0.07 ... 62.85 35.14 QCR Holdings QCRH .6 7 41.03 +0.15 .06 2.37 0.73 SPI Energy SPI ... dd 1.40 +0.11 ... 31.00 19.61 SouthernStBcsh SSBK 1.7 6 21.10 –0.28 .09
16.13 9.13 NorthfieldBanc NFBK 4.7 9 10.98 +0.01 .13 21.36 10.30 Park-Ohio PKOH 2.6 dd 19.00 +1.37 .125 25.49 9.47 QifuTechnology QFIN 3.9 5 17.28 +0.98 .16 40.63 30.24 SP Plus SP ... 19 39.11 +2.35 ... 42.01 25.44 SouthsideBcshs SBSI 5.4 8 26.16 +0.42 .35
56.77 33.29 NorthrimBanCorp NRIM 5.6 8 39.33 +2.33 .60 2.62 0.80 PassageBio PASG ... dd .94 +0.11 ... 2.14 0.70 QilianIntl QLI .0 29 .87 –0.04 .05 192.67 100.06 SPS Commerce SPSC ... cc 192.06 +9.27 ... 20.58 12.74 SovosBrands SOVO ... dd 19.56 +0.12 ...
10.75 9.86 NorthViewAcqn NVAC ... 64 10.47 +0.07 ... 52.71 31.16 PathwardFinl CASH .4 10 46.36 +1.42 .05 114.59 75.38 Qorvo QRVO ... cc 102.03 +4.71 ... 64.52 45.25 SS&C Tech SSNC 1.3 26 60.60 +2.11 .20 37.75 20.61 SpartanNash SPTN 3.8 54 22.51 +0.80 .215
0.20 0.06 NorthViewRt NVACR ... ... .14 –0.02 ... 17.46 12.25 PatriaInvts PAX 6.1 23 14.30 –0.70 .226 156.66 101.47 Qualcomm QCOM 2.7 13 119.04 +5.61 .80 17.75 12.78 SSR Mining SSRM 2.0 20 14.18 +0.32 .07 3.18 0.68 SperoTherap SPRO ... dd 1.45 –0.15 ...
15.35 9.91 NorthwestBcshs NWBI 7.5 10 10.60 +0.09 .20 11.05 10.02 PatriaLatAm PLAO ... 25 10.74 +0.01 ... 162.36 101.10 Qualys QLYS ... 45 129.17 +4.62 ... 16.60 10.08 SabraHealthcare SBRA10.2 dd 11.77 +0.34 .30 116.84 65.00 Splunk SPLK ... dd 106.09 +5.11 ...
40.60 25.58 NorthwestPipe NWPX ... 10 30.24 +1.41 ... 81.49 41.75 PatrickIndustries PATK 2.3 8 80.00 +5.44 .45 28.99 6.66 QuantaSing QSG ... dd 8.44 –0.11 ... 8.31 2.99 Sabre SABR ... dd 3.19 +0.10 ... 13.84 6.13 SpokHoldings SPOK 9.4 8 13.29 +0.14.3125
61.24 48.68 Northwestern NWE 4.5 18 56.76 +0.63 .64 14.17 6.53 PatriotNatBncp PNBK ... 6 7.88 –0.08 ... 24.14 6.31 Quanterix QTRX ... dd 22.55 +0.12 ... 99.75 67.71 SafetyInsurance SAFT 5.0 40 71.72 +1.02 .90 14.56 7.10 Sportradar SRAD ... cc 12.90 +0.91 ...
34.75 23.00 NorwoodFin NWFL 3.9 9 29.53 –1.20 .29 9.80 6.95 PatriotTransport PATI ... 14 8.46 –0.23 ... 2.00 0.86 Quantum QMCO ... dd 1.08 ... ... 29.75 19.07 SagaComm SGA 4.7 15 21.36 +0.46 .25 11.11 4.18 SportsmansWrhs SPWH ... 10 5.70 +0.59 ...
119.61 67.40 Nova NVMI ... 27 117.30 +4.62 ... 33.48 23.87 Patterson PDCO 3.1 16 33.26 +2.12 .26 4.43 1.36 Quantum-Si QSI ... dd 1.79 +0.24 ... 11.72 9.91 SagaliamAcqnA SAGA ... dd 11.20 –0.52 ... 13.45 9.92 SportsMapTech SMAP ... cc 10.66 +0.12 ...
187.61 111.02 Novanta NOVT ... 90 184.10 +15.37 ... 19.81 9.70 PattersonUTIEn PTEN 2.7 9 11.97 +0.55 .08 7.30 1.07 Quhuo QH ... ... 2.03 –0.10 ... 0.28 0.05 SagaliamAcqnRt SAGAR ... ... .15 +0.02 ... 10.79 10.00 SpringValleyII A SVII ... 86 10.55 +0.02 ...
76.77 5.61 Novavax NVAX ... dd 7.43 +0.73 ... 139.47 104.09 Paychex PAYX 3.2 26 111.87 +3.49 .89 108.35 66.88 QuidelOrtho QDEL ... 45 82.86 –1.51 ... 59.99 31.42 SageTherap SAGE ... dd 47.02 –2.74 ... 0.29 0.10 SpringValleyII Rt SVIIR ... ... .15 ... ...
120.03 39.85 Novocure NVCR ... dd 41.50 –0.27 ... 34.95 20.50 PaycorHCM PYCR ... dd 23.67 +1.21 ... 2.72 0.54 QuinceTherap QNCX ... dd 1.51 –0.04 ... 351.41 176.70 Saia SAIA ... 26 342.41 +29.64 ... 39.78 21.04 SpringWorks SWTX ... dd 26.22 +0.12 ...
D ATA NASDAQ ISSUES FOREIGN MARKETS

39.99 25.03 SproutsFarmers SFM ... 16 36.73 +2.24 ... 35.62 22.11 TimberlandBncp TSBK 3.6 8 25.58 +0.78 .23 33.94 14.88 Veritex VBTX 4.5 6 17.93 –0.44 .20 2.76 0.73 Vroom VRM ... dd 1.44 +0.16 ... 230.62 128.72 Workday WDAY ... dd 225.89 +3.64 ...
3.57 0.95 SpruceBio SPRB ... dd 2.15 –0.17 ... 47.87 21.50 TitanMachinery TITN ... 6 29.50 +0.56 ... 10.99 2.98 Veritone VERI ... dd 3.92 –0.26 ... 7.12 2.32 WaveLifeSci WVE ... dd 3.64 –0.10 ... 147.31 58.44 WorldAcceptance WRLD ... 40 134.01 +5.38 ...
112.27 46.36 StaarSurgical STAA ... 81 52.57 +1.61 ... 36.60 11.00 Torm TRMD25.2 3 24.16 +0.55 1.46 26.44 4.14 VeronaPharma VRNA ... dd 21.14 –0.38 ... 209.64 145.16 WD-40 WDFC 1.8 43 188.65 +4.53 .83 117.86 50.81 WynnResorts WYNN .9 dd 105.61 +1.41 .25
9.23 4.80 Stagwell STGW ... cc 7.21 ... ... 47.98 36.67 TowerSemi TSEM ... 15 37.52 –1.02 ... 8.70 1.94 VerricaPharm VRCA ... dd 5.77 –0.22 ... 51.77 29.59 WSFS Financial WSFS 1.6 8 37.72 +2.55 .15 XYZ
2.65 0.92 StdBioTools LAB ... dd 1.93 –0.07 ... 33.42 21.22 TowneBank TOWN 4.3 9 23.24 –0.22 .25 8.01 6.37 VersaBank VBNK 1.0 9 7.58 +0.12.0188 10.02 3.28 WW Intl WW ... dd 6.72 +0.48 ...
27.82 16.85 StarBulkCarriers SBLK21.5 4 17.70 –0.33 .35 251.17 181.40 TractorSupply TSCO 1.9 23 221.10 +2.40 1.03 23.77 9.62 Vertex VERX ... dd 19.50 +0.55 ... 13.13 1.58 Wag! PET ... dd 2.10 –0.18 ... 8.00 4.30 XIAO-I AIXI ... ... 5.32 –0.08 ...
1.59 0.65 StarEquity STRR ... dd 1.05 –0.29 ... 79.38 39.00 TradeDesk TTD ... cc 77.22 +0.98 ... 32.09 15.68 XOMA XOMA ... dd 18.89 +0.38 ...
354.94 271.61 VertexPharm VRTX ... 28 351.91 +4.91 ... 42.29 28.14 WalgreensBoots WBA 6.7 dd 28.49 –2.91 .48
20.79 13.15 StarWi STHO ... ... 14.67 +1.33 ... 79.98 51.47 Tradeweb TW .5 46 68.48 –0.90 .09 25.30 10.30 XP XP ... 20 23.46 +0.01 ...
43.00 13.01 VerveTherap VERV ... dd 18.75 +0.20 ... 14.80 6.87 WalkMe WKME ... dd 9.60 +1.12 ...
115.48 75.73 Starbucks SBUX 2.1 32 99.06 +0.72 .53 0.32 0.09 TrailblazerI Rt TBMCR ... ... .14 –0.01 ... 6.69 3.00 XBiotech XBIT ... dd 5.94 –0.10 ...
45.45 6.68 ViaRenewables VIA 52.1 dd 6.96 –2.49.9063 17.65 8.82 WarnerBrosA WBD ... dd 12.54 +0.75 ...
4.35 2.37 StealthGas GASS ... 4 4.26 +0.42 ... 10.19 10.08 TrailblazerI A TBMC ... dd 10.19 +0.03 ... 77.66 56.89 XcelEnergy XEL 3.3 19 62.17 +0.07 .52
5.99 3.15 ViantTech DSP ... dd 4.61 +0.24 ... 38.76 21.57 WarnerMusic WMG 2.5 32 26.09 +0.02 .16
136.46 62.44 SteelDynamics STLD 1.6 6 108.93 +6.25 .425 9.44 3.60 TransActTechs TACT ... 59 8.96 +0.05 ... 38.20 24.46 Xencor XNCR ... dd 24.97 –0.58 ...
47.35 25.38 ViaSat VSAT ... dd 41.26 +2.52 ... 39.17 23.90 WashingtonFederal WAFD 3.8 6 26.52 +0.22 .25
32.12 19.83 StepStone STEP 3.2 dd 24.81 +1.76 .25 94.10 50.32 Transcat TRNS ... 61 85.31 –1.93 ... 43.75 28.98 XenonPharm XENE ... dd 38.50 –1.51 ...
12.40 8.42 Viatris VTRS 4.8 6 9.98 +0.22 .12 55.93 22.26 WashTrBcp WASH 8.4 7 26.81 –0.10 .56
56.12 39.63 Stericycle SRCL ... 53 46.44 +2.67 ... 3.07 0.97 XerisBiopharma XERS ... dd 2.62 –0.31 ...
90.15 30.53 TransMedics TMDX ... dd 83.98 +3.91 ... 16.00 8.52 ViaviSolutions VIAV ... 63 11.33 +0.93 ... 18.93 12.93 WaterstoneFinl WSBF 5.5 19 14.49 –0.07 .20
23.36 10.58 SterlingCheck STER ... 91 12.26 +0.14 ... 19.40 11.80 Xerox XRX 6.7 dd 14.89 +0.70 .25
10.86 4.10 Travelzoo TZOO ... 14 7.89 –1.14 ... 82.40 38.71 Vicor VICR ... 76 54.00 +0.93 ... 70.18 16.96 WeatherfordIntl WFRD ... 27 66.42 +3.78 ...
56.84 20.46 SterlingInfr STRL ... 19 55.80 +3.21 ... 4.92 1.95 XilioTherap XLO ... dd 2.62 –0.12 ...
29.14 14.51 TravereTherap TVTX ... dd 15.36 –0.78 ... 34.01 22.22 VictoryCapital VCTR 3.6 9 31.54 +0.88 .32 25.57 10.02 Weibo WB .0 12 13.11 –0.24 .85
37.85 26.36 StevenMadden SHOO 2.6 14 32.69 +1.82 .21 64.35 12.45 Xometry XMTR ... dd 21.18 +0.40 ...
27.97 14.17 TreaceMed TMCI ... dd 25.58 +0.03 ... 2.54 0.12 View VIEW ... dd .12 –0.01 ... 10.64 9.91 WelsbachTech WTMA ... dd 10.61 +0.04 ...
8.85 2.63 StitchFix SFIX ... dd 3.85 +0.16 ... 2.23 0.85 Xunlei XNET ... 8 1.98 +0.15 ...
11.27 5.06 TremorIntl TRMR ... dd 7.20 +0.33 ... 4.96 0.34 ViewRay VRAY ... dd .35 –0.03 ... 0.27 0.02 WelsbachTechRt WTMAR ... ... .07 –0.01 ...
78.71 41.61 StockYardsBncp SYBT 2.6 12 45.37 +0.87 .29 20.48 2.70 Y-mAbsTherap YMAB ... dd 6.79 –0.36 ...
4.68 1.43 TreviTherap TRVI ... dd 2.39 –0.35 ... 16.77 2.27 VigilNeurosci VIGL ... dd 9.40 –0.20 ... 23.90 18.50 Wendy's WEN 4.6 26 21.75 +0.34 .25
22.87 6.88 StokeTherap STOK ... dd 10.63 –0.48 ... 8.51 0.63 Yellow YELL ... dd .69 –0.59 ...
58.62 28.66 TriCoBancshares TCBK 3.6 8 33.20 –0.21 .30 25.72 2.53 VikingTherap VKTX ... dd 16.21 –4.19 ... 7.51 1.39 WerewolfTherap HOWL ... dd 3.05 +0.23 ... 47.23 36.85 YorkWater YORW 2.0 30 41.27 –0.64.2027
14.60 7.20 StoneCo STNE ... dd 12.74 –0.81 ... 31.89 21.41 TriMas TRS .6 20 27.49 +1.76 .04 24.28 19.09 VillageSuper A VLGEA 4.4 7 22.82 +0.83 .25 50.31 35.84 WernerEnterprises WERN 1.3 13 44.18 +0.50 .14 10.48 9.80 YottaAcqn YOTA ... cc 10.48 +0.06 ...
106.35 74.20 StoneX SNEX ... 8 83.08 –1.14 ... 72.24 45.43 Trimble TRMB ... 28 52.94 +3.39 ... 7.74 3.07 Vimeo VMEO ... dd 4.12 +0.02 ... 41.37 19.84 WesBanco WSBC 5.5 8 25.61 +0.87 .35 11.50 1.48 Yunji YJ ... dd 1.58 –0.14 ...
21.44 11.04 Stratasys SSYS ... dd 17.76 +1.43 ... 1.50 0.80 TrinityBiotech TRIB ... dd .95 –0.05 ... 11.98 7.70 VinciPartners VINP 7.5 13 9.32 +0.17 .16 26.26 15.04 WestBancorp WTBA 5.4 8 18.41 –0.31 .25 53.95 20.98 ZaiLab ZLAB ... dd 27.73 +2.43 ...
98.22 59.92 StrategicEd STRA 3.5 43 67.84 –2.16 .60 16.43 10.23 TrinityCapital TRIN14.0 dd 13.26 –0.14 .05 7.96 0.85 VintageWineEstates VWE ... dd .86 –0.11 ... 63.86 35.52 WestamericaBncp WABC 4.4 7 38.30 –0.64 .42 10.91 2.00 ZappEV ZAPP ... dd 2.27 +0.27 ...
33.90 16.06 Strattec STRT ... dd 18.14 +0.64 ... 40.17 19.25 Trip.com TCOM ... 28 35.00 +0.72 ... 1.79 0.70 ViomiTech VIOT ... dd .90 –0.01 ... 12.67 9.80 WesternAcqn WAVS ... dd 10.41 ... ... 365.97 224.87 ZebraTech ZBRA ... 38 295.83 +31.50 ...
38.01 18.51 StratusProp STRS .0 3 26.25 –0.62 4.67 28.05 14.39 Tripadvisor TRIP ... dd 16.49 +0.19 ... 31.78 18.05 VirBiotech VIR ... dd 24.53 –0.03 ... 50.95 29.73 WesternDigital WDC ... dd 37.93 +0.07 ... 32.34 15.55 ZentalisPharm ZNTL ... dd 28.21 –0.79 ...
37.90 3.58 StrongholdDig SDIG ... dd 4.18 –0.07 ... 9.23 0.82 TritiumDCFC DCFC ... ... 1.09 –0.06 ... 5.75 0.88 ViractaTherap VIRX ... dd 1.41 –0.17 ... 10.25 5.58 WestNewEngBncp WNEB 4.8 5 5.84 +0.07 .07 15.73 0.75 ZeroFox ZFOX ... dd 1.00 –0.08 ...
42.55 20.80 StructureTherap GPCR ... ... 41.57 +12.25 ... 76.49 45.08 TriumphFinl TFIN ... 18 60.72 +1.49 ... 5.07 3.16 VircoMfg VIRC ... 3 4.17 +0.29 ... 16.00 6.40 WestportFuelSys WPRT ... dd 7.67 –0.32 ... 6.92 4.05 ZevraTherapeutics ZVRA ... dd 5.10 –0.43 ...
30.83 17.06 SummitFin SMMF 3.9 5 20.66 –0.70 .20 2.03 0.93 trivago TRVG ... dd 1.32 +0.10 ... 25.71 16.26 VirtuFinancial VIRT 5.6 9 17.09 –0.65 .24 14.71 9.34 WestrockCoffee WEST ... dd 10.87 –0.33 ... 94.59 58.08 ZiffDavis ZD ... cc 70.06 +5.20 ...
17.92 12.36 SummitStateBk SSBI 3.2 6 15.11 +0.16 .12 3.49 1.30 TrueCar TRUE ... dd 2.26 +0.11 ... 248.23 141.80 VirtusInvtPtrs VRTS 3.3 12 197.47 +0.70 1.65 29.71 19.89 WeycoGroup WEYS 3.7 8 26.69 +0.24 .25 51.94 26.21 Zillow A ZG ... dd 49.20 +2.24 ...
5.78 0.66 SummitTherap SMMT ... dd 2.51 –0.14 ... 82.49 18.45 Trupanion TRUP ... dd 19.68 –2.92 ... 10.55 9.83 ViscogliosiBros VBOC ... cc 10.53 +0.05 ... 29.71 10.98 Willdan WLDN ... dd 19.16 +1.57 ... 53.23 26.14 Zillow C Z ... dd 50.26 +2.19 ...
23.55 13.25 SunCountryAir SNCY ... 26 22.48 +2.50 ... 39.36 27.18 TrustcoBank TRST 5.0 7 28.61 –0.14 .36 11.72 10.02 VisionSensingA VSAC ... cc 10.66 +0.01 ... 65.19 32.56 WillisLease WLFC ... 9 39.13 –0.93 ... 20.33 5.05 ZimVie ZIMV ... dd 11.23 +0.71 ...
11.67 6.28 SunOpta STKL ... dd 6.69 –0.29 ... 38.47 20.28 Trustmark TRMK 4.4 14 21.12 –0.56 .23 171.66 97.25 Visteon VC ... 30 143.61 +1.04 ... 258.93 188.99 WillisTowers WTW 1.4 24 235.50 +2.98 .84 59.75 18.26 ZionsBancorp ZION 6.1 5 26.86 +0.26 .41
28.42 9.37 SunPower SPWR ... 86 9.80 –0.29 ... 6.03 1.45 TScanTherap TCRX ... dd 2.50 –0.20 ... 29.70 7.39 VitaCoco COCO ... cc 26.87 –1.39 ... 2.23 0.56 WiMiHologram WIMI ... dd 1.10 –0.03 ... 124.05 60.45 ZoomVideo ZM ... cc 67.88 +1.26 ...
39.13 14.55 SunRun RUN ... cc 17.86 +0.65 ... 2.90 0.53 Tuniu TOUR ... dd 1.65 +0.02 ... 18.18 8.39 VitalFarms VITL ... 52 11.99 –1.19 ... 223.77 75.27 Wingstop WING .4 cc 200.16 +12.84 .19 51.86 20.33 ZoomInfoTech ZI ... cc 25.39 +1.40 ...
270.18 37.01 SuperMicroComp SMCI ... 23 249.25 +33.19 ... 14.74 6.17 TurtleBeach HEAR ... dd 11.65 +0.63 ... 23.99 11.65 Vitru VTRU ... 22 16.03 +0.03 ... 373.02 194.31 Winmark WINA 1.0 31 332.47 –7.47 .80 194.21 84.93 Zscaler ZS ... dd 146.30 +3.60 ...
19.09 7.14 SuperiorGroup SGC 6.0 dd 9.34 –0.27 .14 10.85 0.75 TuSimple TSP ... dd 1.66 –0.35 ... 9.89 6.29 VividSeats SEAT ... 20 7.92 +0.43 ... 97.81 57.48 WintrustFinl WTFC 2.2 8 72.62 +3.85 .40 31.21 13.19 Zumiez ZUMZ ... cc 16.66 –0.21 ...
42.09 28.16 SupernusPharm SUPN ... 35 30.06 –2.57 ... 6.31 1.57 23andMe ME ... dd 1.75 +0.11 ... 15.80 8.93 Vodafone VOD 10.0 2 9.45 +0.22.4707 3.20 0.81 WISeKey WKEY ... dd 1.76 –0.13 ... 10.80 4.11 Zymeworks ZYME ... 3 8.64 +0.53 ...
2.15 0.56 SurfaceOncol SURF ... dd .87 +0.04 ... 14.46 7.91 TwinDisc TWIN ... 16 11.26 –0.10 ... 7.57 3.01 VorBiopharma VOR ... dd 3.09 –1.22 ... 101.55 56.17 Wix.com WIX ... dd 78.24 +0.65 ... 17.25 7.09 Zynex ZYXI ... 21 9.59 +0.12 ...
6.77 0.17 Surgalign SRGA ... dd .18 –0.10 ... 58.76 11.46 TwistBiosci TWST ... dd 20.46 +3.18 ... 14.34 4.77 VoyagerTherap VYGR ... 5 11.45 –0.48 ... 119.35 79.26 Woodward WWD .7 46 118.91 +4.76 .22 25.00 0.24 ZyVersaTherap ZVSA ... dd .25 –0.01 ...
45.79 20.46 SurgeryPartners SGRY ... dd 44.99 +4.53 ... 18.88 8.25 2seventybio TSVT ... dd 10.12 +0.12 ...
39.53 16.00 Surmodics SRDX ... dd 31.31 +1.31 ... 13.15 3.37 2U TWOU ... dd 4.03 +0.40 ...
8.72 4.09 SutroBioph STRO ... dd 4.65 –0.46 ... 19.74 5.50 TyraBiosciences TYRA ... dd 17.03 –0.48 ...
174.75 1.04 Swvl SWVL ... ... 1.24 +0.08 ... U
53.83
149.96
8.75
67.73
Symbotic
Synaptics
SYM ...
SYNA ...
dd
19
42.81
85.38
+3.30 ...
+4.22 ... 99.40
99.19
66.17
50.68
UFP Inds
UMB Fin
UFPI 1.0
UMBF 2.5
10
7
97.05
60.90
+6.92 .25
+3.50 .38
Europe Asia
1.87 0.51 Synchronoss SNCR ... dd .93 +0.04 ...
29.86 18.05 SyndaxPharm SNDX ... dd 20.93 +0.01 ... 5.79 2.31 UPFintech TIGR ... 39 2.84 +0.08 ... Where’s the Brexit?: European stocks finished the year’s Sunrise: Japan’s Nikkei is up 27% in six months. China
79.77 22.89 SyneosHealth SYNH ... 29 42.14 +0.31 ... 14.97 8.56 USCB Financial USCB ... 10 10.20 –0.58 ... first half up 9%. But the UK’s FTSE 100 ended nearly flat. manufacturing activity slipped for a third month, in June.
468.03 267.00 Synopsys SNPS ... 73 435.41 +15.85 ... 210.40 102.12 US Lime&Min USLM .4 22 208.89 +16.60 .20
2.45 1.71 SyprisSolutions SYPR ... dd 2.04 +0.15 ... 11.45 9.90 UTA Acqn A UTAA ... 60 10.55 –0.03 ...
11.00 2.42 SyrosPharm SYRS ... dd 3.15 +0.27 ... 6.60 0.46 uCloudlink UCL ... dd 2.54 –0.62 ... S&P Europe BMI 0.76% S&P Pan Asia BMI 0.63%
17.26 8.17 Udemy UDMY ... dd 10.73 +0.71 ...
T Netherlands 3.17 Philippines 1.92
556.60 360.58 UltaBeauty ULTA ... 19 470.60 +17.15 ...
13.18 6.40 TelaBio TELA ... dd 10.13 –0.30 ... 39.15 23.32 UltraClean UCTT ... cc 38.46 +2.27 ... Spain 2.78 India 1.67
6.73 0.41 TFF Pharm TFFP ... dd .47 –0.01 ... 68.68 33.36 UltragenyxPharm RARE ... dd 46.13 –4.07 ...
15.70 11.05 TFS Finl TFSL 9.0 44 12.57 +0.33.2825 5.77 3.67 Ultralife ULBI ... dd 4.84 +0.09 ... Italy 2.41 Japan 1.37
11.42 10.02 TKBCriticalTech1 USCT ... dd 10.59 ... ... 28.84 20.07 UnionBankshares UNB 6.2 8 23.25 +0.27 .36
11.35 9.98 TLGY Acqn A TLGY ... 50 10.76 –0.04 ... France 2.01 Australia 1.34
28.26 10.51 uniQure QURE ... dd 11.46 +0.01 ...
1.70 0.51 TMCthemetals TMC ... dd 1.63 +0.20 ... 56.97 31.58 UnitedAirlines UAL ... 9 54.87 +2.22 ... Sweden 1.81 New Zealand 1.31
1.75 0.19 TMT Acqn Rt TMTCR ... ... .48 +0.21 ... 44.15 27.68 UnitedBkshrsWV UBSI 4.9 10 29.67 +0.13 .36
154.38 124.92 T-MobileUS TMUS ... 45 138.90 +6.10 ... 39.50 20.37 UtdCmtyBks UCBI 3.7 10 24.99 +0.87 .23 Norway 1.58 Hong Kong 0.55
44.43 23.20 TPG TPG 4.6 dd 29.26 +2.01 .20 35.36 20.85 UnitedFire UFCS 2.8 dd 22.66 +0.49 .16 Greece 1.31 Singapore 0.34
25.05 8.46 TPIComposites TPIC ... dd 10.37 +1.37 ... 17.45 8.15 UnitedGuardian UG 7.5 16 8.26 –0.19 .31
134.64 93.53 T.RowePrice TROW 4.4 18 112.02 +5.69 1.22 8.38 5.50 UnitedSecBcshrs UBFO 7.2 6 6.66 +0.15 .12 Finland 0.76 Indonesia 0.31
77.11 30.77 TTEC TTEC 3.1 18 33.84 +1.07 .52 283.09 201.65 UnitedTherap UTHR ... 15 220.75 –1.61 ...
17.49 11.13 TTM Tech TTMI ... 20 13.90 +0.52 ...
Germany 0.63 -0.02 China
10.44 2.94 Uniti UNIT13.0 dd 4.62 +0.48 .15
4.45 1.52 Taboola TBLA ... dd 3.11 –0.08 ... 29.88 20.01 UnityBancorp UNTY 2.0 6 23.59 +0.03 .12 U.K. 0.21 -0.17 Malaysia
8.78 2.33 TabulaRasaHlth TRHC ... dd 8.25 +1.42 ... 18.50 1.46 UnityBiotech UBX ... dd 2.55 –0.70 ...
25.38 6.29 TactileSystems TCMD ... dd 24.93 +1.40 ...
-0.29 Switzerland -0.56 South Korea
157.50 89.41 UnivDisplay OLED 1.0 34 144.13 +8.18 .35
149.04 90.00 TakeTwoSoftware TTWO ... dd 147.16 +5.31 ... 29.28 7.59 UnvlElectronics UEIC ... dd 9.62 +0.48 ... -0.72 Denmark -1.36 Taiwan
5.23 0.89 TalarisTherap TALS ... dd 3.04 –0.02 ... 45.00 24.10 UnivLogistics ULH 1.5 5 28.81 +1.03 .105
70.81 23.60 TandemDiabetes TNDM ... dd 24.54 –0.47 ... 14.65 6.52 UnvlStainless USAP ... dd 14.01 +1.71 ...
-0.93 Belgium -1.62 Thailand
8.56 2.47 TangoTherap TNGX ... dd 3.32 –0.42 ... 2.08 0.34 UniversePharm UPC ... dd .36 –0.10 ...
8.25 2.41 TarenaIntl TEDU ... 31 2.43 –0.45 ... Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
29.06 16.11 UnivestFin UVSP 4.6 7 18.08 –0.43 .21
11.29 9.91 TargetGlbl I A TGAA ... 64 10.67 ... ... 35.00 16.82 Upbound UPBD 4.4 28 31.13 +0.64 .34
20.09
24.37
7.72
11.33
10.37
4.97
TarsusPharm
TaskUs
TatTechnologies
TARS ...
TASK ...
TATT ...
dd
30
cc
18.07
11.32
7.45
–0.18 ...
+0.20 ...
–0.22 ...
15.44
38.84
25.05
2.73
11.93
6.56
UplandSoftware
Upstart
Upwork
UPLD ...
UPST ...
UPWK ...
dd
dd
dd
3.60
35.81
9.34
+0.37 ...
+5.69 ...
+0.41 ...
Key Foreign Stock Market Indexes
Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date
5.09 0.50 TayshaGene TSHA ... dd .66 ... ... 34.48 18.20 UrbanOutfitters URBN ... 17 33.13 +1.79 ... Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg.
11.15 9.98 Tech&TelecomA TETE ... 98 10.95 +0.15 ... 16.11 6.87 UroGenPharma URGN ... dd 10.35 –1.11 ...
72.79 28.25 TechTarget TTGT ... 28 31.13 –0.18 ... Amsterdam AEX 773.94 +2.29 +84.93 +12.33 Milan FTSE All Share 29980 +2.42 +4260.34 +16.56
2.60 1.22 Usio USIO ... dd 1.86 +0.14 ...
7.81 5.01 Ericsson ERIC 3.0 11 5.45 +0.41.0873 109.50 80.10 UtahMedProducts UTMD 1.3 20 93.20 +5.44 .295 Athens General 1278.61 +0.78 +348.82 +37.52 Oslo Composite 1385.19 +1.37 +22.51 +1.65
13.96 6.00 Telesat TSAT ... dd 9.42 +0.48 ... 5.03 3.05 UTStarcom UTSI ... dd 3.53 –0.04 ... Bangkok SET 1503.10 –0.16 –165.56 –9.92 Paris CAC 7400.06 +3.30 +926.30 +14.31
3.32 1.08 TelesisBio TBIO ... dd 1.58 –0.04 ... 10.70 0.80 Uxin UXIN ... 0 1.64 +0.22 ...
12.51 1.53 Telos TLS ... dd 2.56 +0.10 ... Bombay Sensex 64718 +2.76 +3877.82 +6.37 Santiago Selective 3270.37 +1.89 +97.80 +3.08
VW
15.15 0.23 TempoAutomation TMPO ... dd .38 –0.01 ... Brussels Bel-20 3543.18 +0.56 –157.99 –4.27 Sao Paulo Bovespa 118087 –0.75 +8352.40 +7.61
59.56 23.81 10xGenomics TXG ... dd 55.84 +1.22 ... 6.83 2.53 VNET VNET ... dd 2.90 +0.02 ...
52.55 28.80 Tenable TENB ... dd 43.55 +2.82 ... 14.75 6.01 VOXX Intl VOXX ... dd 12.48 +1.21 ... Buenos Aires Merval 426280 +1.32 +224195 +110.94 Seoul Composite 2564.28 –0.23 +327.88 +14.66
8.09 1.64 TenayaTherap TNYA ... dd 5.87 +0.13 ... 59.15 31.85 VSE VSEC .7 23 54.69 +2.76 .10 Copenhagen OMX 20 2040.33 +1.43 +205.05 +11.17 Shanghai Composite 3202.06 +0.13 +112.80 +3.65
10.58 10.09 TenXKeaneAcqn TENK ... ... 10.53 ... ... 5.70 0.58 Vacasa VCSA ... dd .68 +0.06 ... Dublin ISEQ 8603.84 +1.51 +1495.02 +21.03 Shenzhen B Share Idx 1144.67 +1.08 –12.66 –1.09
8.83 0.10 TenXKeaneAcqnRt TENKR ... ... .24 –0.02 ... 7.45 2.02 Vaccitech VACC ... dd 2.06 –0.22 ...
112.57 67.81 Teradyne TER .4 29 111.33 +6.17 .11 10.86 9.96 VahannaTechI A VHNA ... cc 10.63 +0.01 ... EURO STOXX SXXE 461.35 +2.83 +51.38 +12.53 Singapore FTSE STI 3205.91 +0.45 –45.41 –1.40
14.04 1.79 TernsPharm TERN ... dd 8.75 –2.19 ... 13.07 6.39 ValleyNatlBncp VLY 5.7 7 7.75 +0.24 .11 EURO STOXX 50 SXSE 4399.09 +2.98 +605.47 +15.96 Stockholm OMXS 847.69 +2.73 +65.83 +8.42
25.50 9.57 TerritorialBncp TBNK 7.5 8 12.28 +0.34 .23 23.75 9.07 Valneva VALN ... dd 14.75 –1.00 ...
Frankfurt DAX 16147 +2.01 +2224.31 +15.98 STOXX Europe 50 SXSP 4003.92 +1.48 +352.09 +9.64
314.67 101.81 Tesla TSLA ... 77 261.77 +5.17 ... 11.36 10.01 ValuenceI A VMCA ... cc 10.71 ... ...
8.97 4.03 TesscoTech TESS ... dd 8.95 +0.01 ... 11.90 5.75 VandaPharm VNDA ... 24 6.59 +0.07 ... Helsinki OMHX 9955.53 +1.22 –852.25 –7.89 STOXX Europe 600 SXXP 461.93 +1.94 +37.04 +8.72
169.67 122.86 TetraTech TTEK .6 29 163.74 +4.82 .26 23.90 17.11 VarexImaging VREX ... 34 23.57 +0.85 ... Hong Kong Hang Seng 18916 +0.14 –864.98 –4.37 Sydney S&P/ASX 200 7203.30 +1.47 +164.61 +2.34
69.27 42.79 TexasCapBcshs TCBI ... 8 51.50 +2.56 ... 32.82 15.61 VaronisSystems VRNS ... dd 26.65 +1.65 ...
186.30 144.46 TexasInstruments TXN 2.8 20 180.02 +12.34 1.24 5.65 3.05 VastaPlatform VSTA ... dd 3.35 –0.27 ... Istanbul IMKB 5759.11 +3.16 +249.95 +4.54 Taipel Weighted 16915 –1.67 +2777.85 +19.65
116.72 72.64 TexasRoadhouse TXRH 2.0 27 112.28 +3.47 .55 54.97 20.49 Vaxcyte PCVX ... dd 49.94 –4.12 ... Jakarta Composite 6661.88 +0.17 –188.74 –2.76 Tel Aviv 125 Index 1775.65 –1.77 –37.70 –2.08
37.58 18.76 TheBancorp TBBK ... 12 32.65 +0.91 ... 4.47 1.24 Vaxxinity VAXX ... dd 2.52 +0.01 ... Johannesburg All Share 76027 +2.18 +2979.26 +4.08 Tokyo Nikkei-225 33189 +1.24 +7094.54 +27.19
11.69 3.25 TherapeuticsMD TXMD ... dd 4.12 +0.06 ... 16.98 4.25 VectivBio VECT ... dd 16.87 +0.02 ...
12.03 7.53 TheravanceBio TBPH ... dd 10.35 –0.37 ... 26.23 16.11 VeecoInstr VECO ... 10 25.68 +1.47 ... Kuala Lumpur Composite 1376.68 –1.02 –118.81 –7.94 Toronto S&P/TSX 20155 +3.80 +770.37 +3.97
14.77 4.01 TheseusPharm THRX ... dd 9.33 –0.19 ... 47.25 12.18 VentyxBiosciences VTYX ... dd 32.80 +0.02 ... LISBON PSI 4538.45 –0.10 +118.02 +2.67 Vienna ATX 3154.91 +3.23 +28.52 +0.91
22.62 12.31 ThirdCoastBcshs TCBX ... 10 15.87 –1.06 ... 6.57 2.84 VeraBradley VRA ... dd 6.39 +0.25 ...
London FTSE - 100 7531.53 +0.93 +79.79 +1.07 Wellington S&P/NZX 50 11916 +1.52 +443.23 +3.86
24.60 3.75 ThirdHarmonic THRD ... dd 4.81 –0.19 ... 23.39 5.20 VeraTherap VERA ... dd 16.05 –1.22 ...
2.39 0.81 36Kr KRKR ... dd .87 –0.03 ... 32.40 14.92 Veracyte VCYT ... dd 25.47 –0.06 ... Madrid IBEX 35 9593.00 +3.53 +1363.92 +16.57 Zurich Swiss 11280 +0.53 +550.89 +5.13
6.45 3.41 ThorneHealthtech THRN ... 24 4.70 –0.05 ... 19.77 11.30 Veradigm MDRX ... 33 12.60 +1.24 ... Manila Composite 6468.07 +1.17 –98.32 –1.50
17.44 5.93 Thoughtworks TWKS ... dd 7.55 +0.46 ... 38.98 17.30 Vericel VCEL ... dd 37.57 +1.09 ...
3.72 0.73 ThredUp TDUP ... dd 2.44 –0.04 ... 51.01 31.63 VerintSystems VRNT ... dd 35.06 +0.70 ... Mexico City IPC 53526 +0.35 +5062.24 +10.45 Indexes are based on local currencies. Because of various holidays and other market closings, the most
recent close is not necessarily that of the week of publication.
10.99 9.70 ThunderBridgeIV A THCP ... 65 10.12 –0.01 ... 229.72 162.85 VeriSign VRSN ... 35 225.97 +4.64 ...
5.12 1.50 TilrayBrands TLRY ... dd 1.56 +0.04 ... 228.43 162.94 VeriskAnalytics VRSK .6 71 226.03 +1.68 .34
D ATA TOP 500 EXCHANGE-TRADED PORTFOLIOS B A R R ON S .C OM / D ATA

Tick Div Tick Div Tick Div Tick Div Tick Div
NOTICE TO READERS: Listed are Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
the top 500 ETF’s based on weekly iShCoreMSCITotInt IXUS 2.4 62.62 +1.15 .9815 DirexEnergyBl2 ERX 3.1 54.72 +4.89 .4692 GlbX US Pfd PFFD 6.5 19.39 +0.21 .105 iShMSCIIndonesia EIDO 3.1 23.05 +0.13 .4814 SPDRPtfAggBd SPAB 2.9 25.37 –0.05 .0694
volume. iShCore1-5YUSDBd ISTB 2.4 46.64 –0.07 .1123 DirexChinaBr3 YANG 2.2 10.96 –0.40 .0797 GlbX Uranium URA .2 21.70 +0.39 .0492 iShMSCIIntlQual IQLT 2.2 35.60 +0.80 .4842 SPDRPtfDevxUS SPDW 2.8 32.54 +0.66 .584
iShCoreS&PUSGrw IUSG 1.0 97.64 +1.96 .2197 DirexChinaBl3 YINN 2.5 34.26 +1.05 .2364 GSTreasury0-1Y GBIL 3.1 100.07 +0.08 .3873 iShMSCIItaly EWI 3.6 31.83 +1.26 .7344 SPDRPtfEM SPEM 3.2 34.38 +0.47 .446
Tick Div
Name Sym Yld Last Chg. Amt. iShCoreS&PUSValue IUSV 1.9 78.26 +2.10 .2769 DirexFinlBear3 FAZ 2.3 18.93 –1.67 .1686 GSActiveBetaIntlEq GSIE 2.9 31.35 +0.20 .4487 iShMSCIJapan EWJ .9 61.90 +0.99 .4306 SPDR PtfHYBd SPHY 6.9 22.84 +0.28 .1421
iShCoreTotalUSDBd IUSB 3.0 45.47 –0.04 .136 DirexFinlBull3 FAS 2.1 63.58 +5.07 .6205 GraniteGold BAR ... 19.01 +0.01 ... iShMSCIMalaysia EWM 2.9 20.01 –0.02 .3652 SPDRPtfIntermCpBd SPIB 3.3 32.11 +0.03 .0994
Bats iShESGAwareMSCI ESGD 2.3 72.93 +1.62 1.3665 DirexGoldMinBr2 DUST 1.3 12.11 –0.26 .0982 HealthCareSelSect XLV 1.6 132.73 +0.73 .5424 iShMSCIMexico EWW 2.1 62.18 +0.52 .4584 SPDR PtfIntTrea SPTI 2.1 28.29 –0.14 .067
ARKGenomicRev ARKG ... 34.09 +1.30 ... iShESGAwareEM ESGE 2.4 31.63 +0.28 .2272 DirexGoldMinBl2 NUGT .7 34.85 +0.57 .0868 IndSelSectorSPDR XLI 1.6 107.32 +4.04 .4198 iShMSCIPacxJpn EPP 3.6 42.24 +0.65 .8146 SPDRPtfLTCorpBd SPLB 4.5 23.26 +0.14 .0926
BlkRkShMaturityBd NEAR 3.0 49.72 +0.03 .1751 iShESGAwareUSA ESGU 1.6 97.46 +2.24 .2981 DirexJrGoldMinBr2 JDST 1.5 7.08 –0.17 .0518 InvscDBComm DBC .6 22.70 –0.21 .1447 iShMSCIPoland EPOL 1.4 19.18 +0.30 .2684 SPDRPtfLgTermTrea SPTL 2.9 29.90 –0.14 .0784
BlkRkUltShBd ICSH 3.2 50.30 +0.03 .1856 iShESGUSDCorpBd SUSC 3.4 22.74 +0.07 .0729 DirexJrGoldMnBl2 JNUG .9 32.68 +0.66 .1281 InvscDBAgriFd DBA .5 21.07 –0.46 .0964 iShMSCISaudiArabia KSA 2.2 41.33 +0.58 .4889 SPDRPtfMtgBkdBd SPMB 3.0 21.91 –0.05 .0571
DimenIntlCore2 DFIC 2.2 24.27 +0.53 .2633 iShFallAngelsUSDBd FALN 5.2 25.37 +0.35 .1119 DirexRealEstBr3 DRV 2.7 45.39 –7.31 .5768 InvscDBOilFund DBO .7 14.12 +0.21 .1002 iShMSCISingapore EWS 4.8 18.51 +0.14 .6803 SPDRS&P500Value SPYV 1.9 43.20 +1.12 .2049
DimenIntlHiProf DIHP 2.1 24.48 +0.52 .1887 iSh5-10YIGCorpBd IGIB 3.4 50.57 +0.10 .1646 DirexRealEstBl3 DRN 2.8 9.53 +1.27 .0726 InvscDBUSDBull UUP .9 28.38 +0.03 .2466 iShMSCISthKorea EWY 1.1 63.38 +0.07 .6974 SPDRPtfS&P1500 SPTM 1.5 54.44 +1.27 .2131
FTCboeVestBf BUFR ... 25.04 +0.42 ... iShGlbCleanEner ICLN .9 18.40 +0.62 .1246 DirexRegBksBl3x DPST 4.6 54.07 +4.37 .4605 InvscEMSovDebt PCY 6.4 19.49 +0.20 .1102 iShMSCISwitz EWL 2.2 46.21 +0.57 1.0215 SPDRPtfS&P500 SPLG 1.5 52.11 +1.16 .2025
FTCboeVstN100Jun QJUN ... 22.25 +0.36 ... iShGlbInfr IGF 2.5 46.95 +0.96 .6754 DirexRetailBull3 RETL 1.6 7.02 +0.58 .0461 InvscNatAMTFrMuni PZA 2.8 23.60 –0.02 .0587 iShMSCITaiwan EWT 5.0 47.02 –0.12 7.5576 SPDRS&P500Growth SPYG 1.0 61.01 +1.22 .1862
FTCboeVestRising RDVI 8.9 21.97 +0.52 .1596 iShiBdsDec25Trea IBTF 3.1 23.13 –0.07 .0781 DirexS&P500Br3 SPXS 2.8 13.98 –0.96 .1581 InvscPreferred PGX 7.2 11.37 +0.18 .0613 iShMSCIUSAESGSel SUSA 1.4 93.64 +2.40 .2391 SPDRS&P500HiDiv SPYD 4.8 37.08 +1.32 .4654
FTCboeUSDeepAug DAUG ... 34.03 +0.77 ... iShiBdsDec24Trea IBTE 3.3 23.80 ... .0856 DirexS&P500Bl3 SPXL .7 89.98 +5.66 .2585 InvscS&P500EW RSP 1.7 149.64 +4.87 .6421 iShMSCIUK EWU 3.4 32.35 +0.36 .6224 SPDRPtfS&P400MC SPMD 1.6 45.89 +1.91 .1928
FTCboeVestUSEqJu GJUN ... 30.12 +0.39 ... iShiBdsDec23Trea IBTD 3.2 24.81 +0.03 .0931 DirexS&PBiotechBr3 LABD 2.9 14.37 +0.90 .0998 InvscS&P500GARP SPGP 1.1 90.78 +3.46 .216 iShNatlMuniBd MUB 2.4 106.73 –0.22 .2307 SPDRPtfS&P600SC SPSM 1.6 38.84 +1.62 .0275
GlbXUSInfrDevt PAVE .7 31.43 +1.39 .08 iShJPMUSDEmBd EMB 4.9 86.54 +0.49 .3526 DirexS&PBiotechBl3 LABU .1 5.92 –0.45 .0087 InvscS&P500HiBeta SPHB .6 76.39 +3.33 .1344 iShRuss2000Val IWN 2.3 140.80 +5.01 .6279 SPDRPtfSTCpBd SPSB 2.9 29.44 +0.02 .0919
GS PhysGold AAAU ... 19.04 +0.01 ... iShMBS MBB 2.9 93.27 –0.38 .2693 DirexS&P500Br1 SPDN 3.6 14.27 –0.32 .2654 InvscS&P500HiDiv SPHD 4.2 41.35 +1.23 .1551 iShRussMC IWR 1.5 73.03 +2.77 .1876 SPDRShtTermTrea SPTS 2.4 28.79 –0.07 .0865
InnovS&P500Pwr PJUL ... 34.22 +0.71 ... iShMSCIACWI ACWI 1.7 95.94 +2.03 .9529 DirexHiBetaBear3X HIBS 2.8 3.65 –0.54 .0366 InvscS&P500LowVol SPLV 2.2 62.81 +0.86 .1209 iShRussMCGrowth IWP .7 96.63 +3.49 .0852 SPDR PtfTIPS SPIP 5.1 25.84 –0.08 .0826
InvscPureMSCIUSA PBUS 1.5 44.23 +1.01 .1562 iShMSCIACWIxUS ACWX 2.4 49.22 +0.90 .7978 DirexS&POil&GasBr2 DRIP 2.9 13.52 –1.62 .1225 InvscS&P500Qual SPHQ 1.6 50.45 +1.20 .1907 iShRussMCValue IWS 1.9 109.84 +4.16 .385 SPDRS&PBank KBE 3.6 36.00 +1.19 .3008
InvscRuss1000Dyn OMFL 1.5 48.98 +1.15 .1678 iShMSCIACxJpn AAXJ 1.5 66.44 +0.64 .3966 DirexS&POilBl2 GUSH 2.2 121.41 +12.61 .9324 InvscSrLoan BKLN 7.1 21.04 +0.24 .1607 iShRuss1000 IWB 1.4 243.74 +5.98 .6331 SPDR S&P 500 SPY 1.5 443.28 +10.07 1.6384
iPathS&P500VIX VXX ... 25.00 –1.48 ... iShMSCIBrazilSC EWZS 3.3 15.06 –0.05 .1692 DirexSemiBr3x SOXS 3.9 9.87 –1.52 .1193 InvscSolar TAN ... 71.42 +3.38 ... iShRuss1000Grw IWF .8 275.18 +5.93 .3908 SPDRS&P500Fossil SPYX 1.3 36.17 +0.81 .1193
iShBrdUSDHYCpBd USHY 6.4 35.30 +0.45 .2007 iShMSCIChina MCHI 1.8 44.74 +0.56 .4292 DirexSemiBl3 SOXL .6 24.83 +2.94 .038 InvscUltShDur GSY 3.4 49.64 +0.01 .1841 iShRuss1000Val IWD 2.1 157.83 +4.35 .6269 SPDR S&P Home XHB .9 80.30 +3.44 .1787
iShCoreMSCIEAFE IEFA 2.4 67.50 +1.34 1.284 iShMSCIEAFESC SCZ 1.7 58.98 +1.04 .9993 DirexScBear3 TZA 2.6 26.30 –3.08 .2357 iShChinaLC FXI 2.2 27.19 +0.32 .1544 iShRussell2000 IWM 1.5 187.27 +6.70 .5087 SPDRS&PInsurance KIE 1.8 40.88 +1.34 .1512
iShCurrMSCIEAFE HEFA 2.9 31.00 +0.67 .1133 iShMSCIEMxChina EMXC 2.4 51.98 +0.41 .376 DirexSCBull3 TNA 1.0 35.29 +3.63 .2275 iShCoreDivGrowth DGRO 2.4 51.53 +1.20 .2597 iShRuss2000Gw IWO .8 242.66 +8.88 .3494 SPDR S&P Metals XME 1.7 50.82 +2.13 .1635
iShIntlSelDiv IDV 7.3 26.33 +0.47 .7274 iShMSCIEurFinls EUFN 4.2 19.18 +0.67 .7288 DirexTechBear3 TECS 3.4 13.71 –1.31 .1974 iShCoreHiDiv HDV 4.2 100.79 +2.33 .7964 iShS&P500Grw IVW .9 70.48 +1.45 .1476 SPDRS&PRegionalBkg KRE 3.8 40.83 +1.25 .3993
iShUSAero&Def ITA 1.0 116.67 +3.02 .2368 iSh1-5YIGCorpBd IGSB 2.6 50.17 +0.05 .1341 DirexTechBull3 TECL .3 54.02 +4.53 .0399 iShCoreMSCIEM IEMG 2.3 49.29 +0.56 .4832 iShS&P500Value IVE 1.9 161.19 +4.23 .545 SchwabEM Equity SCHE 3.0 24.63 +0.30 .1273
iShUSHomeConstrn ITB .6 85.44 +3.21 .0995 iSh1-3YTreaBd SHY 2.2 81.08 –0.14 .1971 Direx20+TreaBr3 TMV 2.1 115.74 +1.62 1.2631 iShCoreMSCIEur IEUR 2.9 52.63 +1.30 1.1748 iShShtNatlMuniBd SUB 1.3 104.04 +0.04 .142 SchwabFundEmgLrg FNDE 5.2 26.77 +0.26 .2676
iShEdgeMSCIMinEAFE EFAV 2.7 67.50 +0.41 1.3113 iShPfd&Incm PFF 6.8 30.93 +0.48 .1651 Direx20+YrTrBull TMF 2.1 7.80 –0.11 .0476 iShMSCIIntlDev IDEV 2.3 61.12 +1.34 1.0833 iShSilver SLV ... 20.89 +0.31 ... SchwabFundIntLrgCo FNDF 3.1 32.29 +0.70 .3811
iShEdgeMSCIMinVlEM EEMV 2.2 54.98 +0.44 .4731 iShSelectDiv DVY 3.7 113.30 +2.80 .8164 DirexHCMTact HCMT ... 25.99 +1.02 ... iShCoreMSCIPacific IPAC 2.3 57.43 +0.89 .778 iShTIPSBondETF TIP 4.3 107.62 –0.27 .3126 SchwabFundUSLrgCo FNDX 1.9 57.57 +1.51 .277
iShEdgeMSCIMinVol ACWV 2.1 98.06 +1.18 .8653 iShSemiconductor SOXX .9 507.26 +22.54 .6507 ETFMGAltHarvest MJ 4.5 2.99 +0.03 .03 iShCoreS&P500 IVV 1.5 445.71 +10.25 1.3386 iSh10-20YTreasBd TLH 3.3 110.77 –0.44 .3403 SchwabIntmUSTrsr SCHR 2.7 49.28 –0.24 .1256
iShEdgeMSCIMinUSA USMV 1.7 74.33 +1.52 .2803 iSh7-10YTreaBd IEF 2.5 96.60 –0.50 .2316 ETFMGPrmJrSilv SILJ .1 9.38 +0.18 .0057 iShCoreS&P MC IJH 1.5 261.48 +10.86 .7563 iSh10+YIGCpBd IGLB 4.5 51.55 +0.25 .1943 SchwabIntEquity SCHF 2.9 35.65 +0.75 .3926
iShEdgeMSCIUSAMom MTUM 2.2 144.25 +3.39 .5405 iShShortTreaBd SHV 3.0 110.45 +0.13 .4818 EnSelSectorSPDR XLE 4.0 81.17 +3.81 .7058 iShCoreS&P SC IJR 1.6 99.65 +4.11 .3512 iShTreaFRBd TFLO 3.4 50.67 +0.07 .2193 SchwabIntlSC SCHC 2.1 33.77 +0.80 .165
iShEdgeMSCIUSAQual QUAL 1.3 134.87 +2.82 .3845 iSh3-7YTreaBd IEI 1.8 115.26 –0.53 .2197 FidelityMSCICnStpl FSTA 2.3 45.42 +0.32 .269 iShCoreS&PTotUS ITOT 1.5 97.84 +2.48 .2827 iShUS Energy IYE 3.6 42.84 +2.00 .251 SchwabSrtTRmUSTrsr SCHO 2.5 48.06 –0.10 .1454
iShEdgeMSCIUSAVal VLUE 3.0 93.79 +2.63 .5649 iSh20+YTreaBd TLT 2.9 102.94 –0.39 .273 FidelityMSCIEn FENY 3.7 22.16 +1.05 .189 iShCoreUSAggBd AGG 2.8 97.95 –0.31 .2577 iShUSRealEst IYR 2.9 86.54 +4.30 .3959 SchwabUS AggrBd SCHZ 2.9 46.16 –0.10 .122
iShExpTechSftwr IGV .0 345.91 +9.20 .0255 iSh0-5YIGCpBd SLQD 2.5 48.21 +0.04 .1201 FidelityMSCIHlthCr FHLC 1.4 63.12 +0.26 .229 iShUSMedDevices IHI .5 56.46 +0.88 .0531 iShUSRegBks IAT 4.1 33.85 +1.24 .3101 SchwabUS BrdMkt SCHB 1.5 51.70 +1.28 .1855
iShFRBd FLOT 4.0 50.82 +0.09 .243 JPMNasdEqPrem JEPQ 11.7 48.37 +0.60 .3628 FidelityMSCIIT FTEC .7 130.64 +4.08 .22 iShESGUSAggBd EAGG 2.6 47.17 –0.16 .1291 iShUSTech IYW .4 108.87 +2.58 .0675 SchwabUS Div SCHD 3.6 72.62 +1.91 .6647
iShiBds24TermHY IBHD 6.0 23.08 +0.11 .1347 ProShUltPrQQQ TQQQ .9 41.00 +2.05 .1276 FidelityTotalBd FBND 3.9 45.42 –0.14 .183 iShEurope IEV 2.6 50.54 +1.22 1.1033 iSh0-5YHYCorpBd SHYG 6.2 41.45 +0.40 .2286 SchwabUS LC SCHX 1.5 52.37 +1.21 .1895
iShMSCIChileCap ECH 6.4 29.18 +0.60 1.1681 ProShUltShQQQ SQQQ 3.3 18.91 –1.11 .2662 FinSelSectorSPDR XLF ... 33.71 +0.97 ... iShGlobalEnergy IXC 4.9 37.22 +1.39 .7129 iSh0-5YTIPSBd STIP 4.1 97.60 –0.07 .2922 SchwabUS LC Grw SCHG .5 74.95 +1.56 .0892
iShMSCIEurozone EZU 2.3 45.82 +1.51 .8619 USTrea3mBill TBIL 3.0 50.10 +0.05 .2092 FT DJ Internet FDN ... 162.99 +3.41 ... iShGlobalREIT REET 2.5 22.97 +0.97 .1311 iSh0-3MTreaBd SGOV 3.2 100.63 +0.09 .432 SchwabUS LC Val SCHV 2.5 67.09 +1.82 .4048
iShMSCIEAFEGrowth EFG 1.2 95.41 +2.06 .9188 ValkyrieBitcoin BTF 1.0 11.56 –0.34 .1158 FT EnergyAlpDx FXN 3.6 15.64 +0.73 .0979 iShGoldTr IAU ... 36.39 +0.04 ... JPM AlerianMLP AMJ 6.7 22.91 +0.62 .4165 SchwabUS REIT SCHH 3.2 19.53 +0.97 .1861
iShMSCIIndia INDA .2 43.70 +1.12 .0801 VanEckGlFallAnglHY ANGL 4.9 27.77 +0.37 .1307 FTInstPfdSecs FPEI 5.9 16.85 +0.09 .0843 iShiBdsDec25Cp IBDQ 2.7 24.38 –0.02 .0664 JanusHendersonAAA JAAA 4.6 49.85 +0.09 .248 SchwabUS SC SCHA 1.4 43.80 +1.71 .1497
iShMSCIEAFEValue EFV 3.8 48.94 +1.04 1.3156 VanEckSemicon SMH ... 152.25 +4.72 ... FT LtdDurIG FSIG 3.7 18.62 –0.07 .07 iShiBdsDec24Cp IBDP 2.5 24.62 +0.04 .0613 JanusHenShrtDur VNLA 5.3 47.79 +0.01 .1593 Schwab US TIPs SCHP 5.0 52.43 –0.14 .1667
iShMtgRealEst REM 10.3 23.60 +1.28 .5477 VangdEM GovBd VWOB 5.4 62.27 +0.31 .2931 FT MngstrDiv FDL 4.6 34.01 +0.33 .4568 iShiBdsDec27Cp IBDS 3.4 23.48 ... .0747 JPMBetaUSAggBd BBAG 2.8 46.18 –0.16 .1294 SimplifyOppIncm CRDT ... 25.04 ... ...
iSh20+YTrBdBuy TLTW 18.4 33.50 +0.05 .3506 VangdIntrCorpBd VCIT 3.3 79.03 +0.15 .251 FT NA Energy Infra EMLP 3.8 27.00 +0.49 .2929 iShiBdsDec23Cp IBDO 2.5 25.29 +0.02 .0725 JPMEquityPrem JEPI 10.9 55.33 +0.69 .3654 SimplifySTTrea TUA 4.8 22.68 –0.55 .10
iShUSTelecom IYZ 2.5 22.10 +1.07 .1239 VangdIntermTrea VGIT 2.2 58.66 –0.26 .129 FT PfdSecs FPE 6.4 15.97 +0.08 .0767 iShiBoxx$HYCpBd HYG 5.6 75.07 +0.88 .3531 JPM UltShIncm JPST 2.2 50.14 +0.02 .2023 SimplifyVolPrem SVOL 16.9 22.95 –0.07 .32
iShUSTreasuryBd GOVT 2.2 22.90 –0.09 .0503 VangdIntlHiDiv VYMI 4.5 63.20 +1.24 1.1866 FT TCWUnPlBd UCON 4.4 24.17 –0.07 .085 iShiBoxx$IGCpBd LQD 3.7 108.14 +0.44 .3487 KraneCSIChInt KWEB ... 26.93 +0.17 ... SPDR MSCI exUS CWI 2.9 26.13 +0.51 .4119
JPMBetaCanada BBCA 2.6 61.26 +2.08 .4343 VangdLTCorpBd VCLT 4.5 78.49 +0.51 .3145 FT UtilAlpha FXU 2.3 31.79 +0.43 .1409 iShLatinAmer40 ILF 8.4 27.17 +0.02 .4787 MatlsSelSector XLB 2.0 82.87 +3.20 .3987 SPDR S&PMdCpTr MDY 1.3 478.91 +20.28 1.5133
JPMBetaDevAPxJP BBAX 4.2 47.83 +0.72 .6388 VangdLongTrea VGLT 3.0 63.53 –0.24 .1694 FT ValLineDiv FVD 2.4 40.09 +0.56 .2645 iShMSCIAustralia EWA 3.8 22.55 +0.39 .4168 MicroFang-3xInv BERZ ... 7.39 –0.36 ... SPDR S&P Biotch XBI .0 83.20 –1.92 .0026
JPMBetaEurope BBEU 3.1 54.12 +1.31 1.0055 VangdMBS VMBS 2.9 45.99 –0.12 .1254 FlexGlbUpstmNatRsc GUNR 3.8 40.07 +0.79 .5332 iShMSCIBrazil EWZ 8.6 32.43 –0.26 .7562 MicroFANG-3XInvr FNGD ... 8.95 –0.39 ... SPDRS&PChina GXC 2.9 73.77 +0.86 .8334
JPMBetaJapan BBJP 1.3 51.54 +0.85 .6803 VangdRuss1000Grw VONG .8 70.76 +1.44 .1298 FlexiBx3YDurTIPS TDTT 4.9 23.53 –0.05 .0895 iShMSCICda EWC 2.4 34.99 +1.18 .346 MicroFang+3x FNGU ... 187.21 +4.59 ... SPDR S&P Div SDY 2.6 122.58 +3.33 .8139
JPMCorePlusBd JCPB 3.7 46.58 –0.05 .1672 VangdRuss1000Val VONV 2.1 69.21 +1.95 .3484 GlbXCopperMiners COPX 2.4 37.65 +0.26 .5048 iShMSCI EAFE EFA 2.2 72.50 +1.54 1.3113 MicroGold3XInvr GDXD ... 5.98 –0.19 ... SPDRS&POil&Gas XOP 3.0 128.83 +7.15 .8317
JPMUltShMuni JMST 2.1 50.65 +0.05 .129 VangdRuss2000 VTWO 1.5 75.62 +2.77 .2348 GlbXLithium LIT 1.1 65.02 +2.56 .2077 iSh MSCI EM EEM 2.3 39.56 +0.39 .3101 MicroGold3xLvgd GDXU ... 36.91 +0.95 ... SPDR S&P Retail XRT 2.2 63.75 +1.92 .3097
-1xShVIXFutures SVIX ... 28.07 +1.61 ... VangdSTCpBd VCSH 2.5 75.66 +0.04 .1952 GlbXRuss2000Cvr RYLD 12.6 18.09 +0.47 .1829 iShMSCIFrance EWQ 2.4 38.53 +1.45 .8174 MicroUSBigBk3X BNKU ... 15.59 +1.38 ... TRowePriceCapAppr TCAF ... 25.53 +0.55 ...
PacerGlCashCows GCOW 4.8 33.15 +0.74 .5796 VangdShtTmInfltn VTIP 5.8 47.42 –0.08 .0287 GlbXS&P500Cv XYLD 11.4 41.05 +0.55 .3274 iShMSCIGermany EWG 2.7 28.57 +0.64 .7587 NuvGrowthOpps NUGO .2 22.79 +0.37 .0453 TechSelectSector XLK .8 173.86 +5.21 .3616
PacerUSCashCows100 COWZ 2.0 47.87 +1.72 .1911 VangdShortTrea VGSH 2.1 57.73 –0.11 .1523 GlbXSilverMiners SIL .4 25.99 +0.41 .0313 iShMSCIHongKong EWH 3.1 19.33 +0.21 .3131 PGIMUltraShBd PULS 3.9 49.41 +0.05 .2251 TeucriumWheatFd WEAT ... 6.44 –0.79 ...
PacerUSSCCash100 CALF 1.1 40.70 +1.92 .1233 VangdTotalBd BND 2.8 72.69 –0.12 .187 PimcoEnhShMat MINT 3.3 99.76 +0.11 .41 USGlobalJets JETS ... 21.42 +1.21 ...
ProShS&P500Arist NOBL 1.9 94.28 +2.66 .463 VangdTotIntlBd BNDX 1.7 48.88 +0.05 .0726 ProShBitcoin BITO 9.2 16.98 –0.43 .4277 UtilitiesSelSector XLU 3.2 65.44 +0.41 .5366
ProShShtVIXST SVXY ... 84.68 +2.62 ... VangdTotIntlStk VXUS 2.9 56.08 +1.03 .618 ProShShBitcoin BITI .9 18.84 +0.43 .0664 VanEckBDCIncm BIZD 10.9 15.36 +0.58 .435
ProShUltVIXST UVXY ... 18.49 –1.86 ... WisdTrUSQltyDiv DGRW 1.9 66.66 +1.56 .12 ProShShtDow30 DOG 2.1 32.33 –0.59 .3467 VanEckGoldMin GDX 1.6 30.11 +0.32 .4762
ProShVIXSTFut
2xBitcoinStrategy
2xLongVIXFut
VIXY ...
BITX ...
UVIX ...
24.96
15.00
4.46
–1.60
–0.67
...
...
...
...
NYSE ARCA
AB UltShIncm YEAR 4.0 50.17 +0.01 .1819
Selected ETF Leaders ProShShrtQQQ
ProShShRuss2000
ProShShrtS&P500
PSQ .5
RWM .4
SH 2.5
10.57
22.83
13.88
–0.18
–0.83
–0.29
.1447
.2414
.1752
VanEck IG FR
VanEckJPMEMLCBd
VanEckJrGoldMin
FLTR 4.3
EMLC 5.6
GDXJ .5
25.25
25.56
35.66
+0.06
+0.09
+0.45
.1285
.1293
.1825
VanEckHYMuni HYD 4.0 51.34 –0.28 .1736 AGF USMktNeut BTAL 1.1 18.76 –0.52 .2132 ProShSh20+Tr TBF 2.6 21.69 +0.09 .2844 VanEckMerkGoldTr OUNZ ... 18.60 +0.01 ...
VanEckMstrWdMoat MOAT 1.0 79.79 +1.87 .8119 ARK Innovation ARKK ... 44.14 +2.00 ...
iShares Core S&P ProShUltBlmCrude UCO ... 23.65 +0.77 ... VanEckOilSvcs OIH 1.0 287.60 +20.20 2.8887
4.30%
VanEckVietnam VNM .8 13.30 –0.24 .0034 ARK NextGen ARKW ... 58.61 +2.72 ... Small Cap (IJR) ProshUltBlmNatGas BOIL ... 68.99 –2.71 ... VanEckPfdxFin PFXF 6.5 17.67 +0.39 .141
VangdUltShrtBd VUSB 2.9 49.16 +0.05 .1792 abrdnBbgAllCmdK1 BCI 21.9 20.16 –0.20 4.4075 ProShUltDow30 DDM .5 67.44 +2.43 .2345 VangdInfoTech VGT .7 442.16 +13.36 .6757
WTAI&InnovFd WTAI ... 19.07 +0.77 ... abrdnPhysGold SGOL ... 18.37 +0.01 ... Vanguard Total Stock ProShUltraQQQ QLD .2 64.38 +2.24 .1092 VangdSC Val VBR 2.2 165.40 +7.05 .8874
abrdnPhysSilver SIVR ... 21.85 +0.35 ... 2.48 ProShUltRus2000 UWM .4 34.40 +2.41 .1259 VangdDivApp VIG 1.9 162.43 +3.43 .7731
NASDAQ AdvShPureUSCan MSOS ... 5.54 +0.03 ... Market (VTI) ProShUltraS&P SSO .3 58.15 +2.53 .1815 VangdEnergy VDE 4.1 112.89 +4.48 .981
AXS1.25XNVDABrDly NVDS 3.2 8.45 –0.04 2.2591 AlerianMLPETF AMLP 8.0 39.21 +1.26 .86 ProShUltSilver AGQ ... 26.95 +0.81 ... VangdFTSEAWxUS VEU 2.9 54.41 +1.05 .6054
AXSShInnovDly SARK .0 36.18 –1.70 13.748 AllianzUSLCBf20J JULW ... 29.80 +0.18 ... SPDR S&P 500 ETF ProShUltTech ROM ... 45.01 +2.54 ... VangdAWxUSSC VSS 2.7 110.48 +2.10 .9979
AXSTSLABrDly TSLQ 1.4 32.36 –0.81 2.0285 AllianzIMUSLC6MJJ SIXJ ... 24.90 +0.09 ... 2.32 ProShUltDow30 UDOW 1.0 59.67 +3.22 .207 VangdFTSEDevMk VEA 2.6 46.18 +1.00 .4319
Trust (SPY)
DirexAAPLBear1X AAPD 2.9 20.05 –0.76 .243 AmpCWPEnhDiv DIVO 4.7 36.00 +0.59 .1417 ProShUltRus2000 URTY .3 41.64 +4.25 .0846 VangdFTSE EM VWO 3.5 40.68 +0.53 .2267
DirexTSLABr1x TSLS 2.6 19.65 –0.48 .1859 ArkFinInnov ARKF ... 20.91 +0.91 ... ProShUltS&P500 UPRO .8 47.38 +2.97 .1455 VangdFTSE Europe VGK 3.1 61.70 +1.50 1.099
DirexTSLABl1.5x TSLL 1.1 17.36 +0.46 .0833 AvantisUSSCValue AVUV 1.9 77.61 +3.28 .3711 Vanguard FTSE ProShUltShDow30 SDOW .4 23.87 –1.38 .2584 VangdFTSE Pac VPL 2.6 69.72 +0.97 .5213
2.21
DirexNasd100EW QQQE .8 76.98 +2.34 .159 BNYM US MC Core BKMC 1.5 84.66 +2.98 .3297 Developed Markets ProShShtRus2000 SRTY 1.8 40.50 –4.79 .3547 VangdGrowth VUG .6 282.96 +6.29 .4122
FT CapStrength FTCS 1.4 75.08 +1.24 .2368 BondBbg1yUS XONE 4.2 49.68 –0.01 .1588 ProShUltSh&P500 SPXU 3.0 10.66 –0.71 .1367 VangdHiDiv VYM 3.1 106.07 +2.53 .8767
(VEA)
FT EnhShtMat FTSM 3.5 59.41 –0.20 .229 BondBbg6mUS XHLF 3.8 50.23 +0.03 .1449 ProShUltBloomCrd SCO ... 25.70 –0.92 ... VangdIntermBd BIV 2.6 75.23 –0.19 .1926
FT GlTactCommod FTGC 12.6 22.77 –0.34 .1892 BreakwDryBulk BDRY ... 5.55 –0.61 ... Vanguard Dividend ProShUltShBlmGas KOLD ... 55.45 +1.14 ... VangdLC VV 1.5 202.72 +4.60 .7397
2.16
FT LowDurOpp LMBS 2.9 47.67 –0.15 .135 CapGrpCorePlus CGCP 4.1 22.26 –0.12 .0928 Appreciation (VIG) ProShUltShQQQ QID .3 13.22 –0.49 .1327 VangdLongTermBd BLV 3.9 74.92 +0.07 .2562
FT NasdCybersec CIBR .3 45.41 +1.44 .053 CapitalGrpDivVal CGDV 1.6 27.04 +0.57 .1186 ProShUltShRus2000 TWM 1.6 13.97 –1.03 .1178 VangdMC VO 1.6 220.16 +8.02 .8135
FTRisingDivAch RDVY 2.4 47.10 +1.26 .3021 CapGrpGlbGrw CGGO .8 24.29 +0.40 .1126 ProShUltShS&P500 SDS 2.4 34.30 –1.51 .3753 VangdMC Val VOE 2.4 138.38 +4.81 .7644
iShares Core MSCI .9277
FT SMID CapRising SDVY 2.5 28.31 +1.03 .2077 CapitalGrpGrw CGGR .4 25.23 +0.51 .0529 2.03 ProShUltShSilver ZSL ... 20.58 –0.65 ... VangdRealEst VNQ 4.5 83.56 +3.43
FT TCW Opp FIXD 3.8 44.17 –0.26 .125 CapGrpIntlFocus CGXU 1.1 23.52 +0.26 .1406 EAFE (IEFA) ProShUltraSh20+ TBT 2.7 29.40 +0.22 .3429 VangdS&P500ETF VOO 1.5 407.28 +7.67 1.5762
GlbXAI&Tech AIQ .3 27.96 +0.53 .0303 CommSvsSPDR XLC .7 65.08 +1.02 .1049 RPAR RiskParity RPAR 3.1 19.23 –0.11 .1819 VangdST Bond BSV 1.9 75.57 –0.10 .1463
GlbX Cybersec BUG ... 24.26 +0.65 ... CnsmrDiscSelSector XLY .9 169.81 +4.36 .3344 Invesco QQQ Trust RealEstSectorSPDR XLRE 3.7 37.69 +1.83 .3588 VangdSC VB 1.6 198.89 +8.28 .7587
GlbXNasd100Cv QYLD 11.5 17.75 +0.27 .1768 CnsStapleSelSector XLP 2.5 74.17 +0.39 .526 1.89 RoundBallMeta METV .1 10.38 +0.29 .0063 VangdTaxExemptBd VTEB 2.5 50.22 –0.02 .1147
GlbX Robotics&AI BOTZ .2 28.74 +0.80 .0532 DimenCoreFxIncm DFCF 3.7 41.73 –0.07 .1503
(QQQ) SPDRBlackSrLoan SRLN 6.8 41.87 +0.35 .29 VangdTotalStk VTI 1.5 220.28 +5.34 .8265
Granite1.5xLgCoin CONL ... 10.24 +2.02 ... DimenEmgCore DFAE 2.7 23.46 +0.30 .1764 SPDRBlmCvSecs CWB 2.1 69.95 +1.16 .1397 VangdTotWrldStk VT 2.0 96.98 +2.20 .6504
GrShr1.5xLgNVDADly NVDL ... 84.26 ... ... DimenEMCore2 DFEM 2.3 24.05 +0.34 .1553 Vanguard FTSE SPDR Blm HY Bd JNK 6.4 92.03 +1.13 .5236 VangdValue VTV 2.6 142.10 +3.36 .9208
InvscActMgdETC PDBC 14.2 13.61 –0.14 1.9283 DimenGlbRealEstate DFGR 1.8 24.39 +0.98 .1134 1.32 SPDRBlmInvGrdFR FLRN 3.9 30.69 +0.05 .1439 WisdTrEMxSOE XSOE 1.4 27.95 +0.18 .18
Emerging Markets
InvscBS25CpBd BSCP 2.9 20.13 ... .0581 DimenIntlCore DFAI 2.7 27.32 +0.57 .3548 SPDRBB1-10YTIPS TIPX 4.6 18.46 –0.04 .0543 WT EM HiDiv DEM 7.2 38.27 –0.58 .72
InvscBS24CpBd BSCO 2.7 20.57 +0.01 .0496 DimenIntlValue DFIV 3.5 32.85 +0.83 .5869
(VWO) SPDRBbg1-3MTB BIL 3.1 91.82 +0.10 .3707 WisdTrFRTrea USFR 4.0 50.32 –0.18 .2157
InvscBS27CpBd BSCR 3.3 19.03 ... .0594 DimenUSCore DFAU 1.3 30.99 +0.82 .1031 SPDR Gold Shares SPDRBlmSTHYBd SJNK 6.7 24.70 +0.25 .1533 WisdTrIndiaEarn EPI .2 34.80 +0.78 .06
0.04
InvscBS26CpBd BSCQ 3.2 18.95 +0.02 .0559 DimenUSCoreEq2 DFAC 1.3 27.15 +0.80 .0922 (GLD) SPDR 3-12MT-Bill BILS 3.5 99.46 +0.10 .4018 WT JapanHdg DXJ 3.1 83.25 +1.08 .7821
InvscBS23CpBd BSCN 2.2 21.17 +0.03 .0651 DimenUSHiProf DUHP 1.4 26.54 +0.81 .0917 SPDRDoubleTRTact TOTL 4.9 40.55 –0.02 .1545 WT YdUSAggBd AGGY 3.4 43.09 –0.16 .13
InvscHYEquDivAch PEY 4.5 19.22 +0.56 .0713 DimenUSMktVal DFUV 1.8 34.50 +1.10 .1705 SPDR DJIA Tr DIA 1.9 343.85 +6.69 .7757 XtrksHarvCSI300 ASHR 1.2 26.76 +0.07 .3162
InvscKBWBank KBWB 3.8 41.05 +1.41 .4455 DimenUSSCValue DFSV 1.3 25.70 +1.07 .0996
Vanguard Total Bond SPDREuroStx50 FEZ 3.1 45.98 +1.61 .9444 XtrkIntlRealEst HAUZ 3.3 20.12 +0.40 .397
-0.16
InvscNasd100 QQQM .6 151.98 +2.86 .2167 DimenUSTargVal DFAT 1.4 46.39 +1.96 .1971 Market (BND) SPDRGoldMini GLDM ... 38.09 +0.01 ... XtrksMSCIHiDiv HDEF 4.7 23.03 +0.41 .6689
InvscQQQI QQQ .6 369.42 +6.88 .504 DimenWorldexUS DFAX 3.3 23.31 +0.46 .3019 SPDR Gold GLD ... 178.27 +0.07 ... XtrksMSCIEAFE DBEF 5.0 35.37 +0.81 1.6133
InvscVarRateInvt VRIG 4.7 24.89 +0.02 .123 DirexCSIChinaInt CWEB .6 35.89 +0.38 .1707 Source: Barron’s Statistics SPDRNuvBBHYMuni HYMB 3.9 25.01 –0.03 .0847 XtrkUSAESGLdrs USSG 1.5 40.65 +0.92 .2203
iShBiotech IBB .3 126.96 –1.54 .0062 DirexDJBear3X WEBS 3.4 13.67 –0.92 .2059 SPDRNuveenMuniBd TFI 2.1 46.16 –0.11 .0864 XtrksUSDHYCpBd HYLB 5.7 34.50 +0.45 .184
iShBrdUSDInvCpBd USIG 3.5 50.09 +0.11 .167 DirexDJBull3X WEBL .0 11.42 +0.66 .0001 SPDRNuveenSTMuni SHM .8 47.05 +0.01 .0383 YieldMaxTSLAOpt TSLY 48.7 17.15 +0.50 .8033
D ATA MUTUAL FUNDS D ATA P R O V ID E D BY LIP P E R B A R R ON S .C OM / D ATA

About Our Funds
The listings include the top 1250 NOTICE TO READERS: Closed End Fund listings have moved to
Cash Track
open-end funds by assets. These
funds value their portfolios daily barrons.com/cefund. They will no longer appear in print. The
and report net asset values (the
dollar amount of their holdings Herzfeld chart has moved to the Market Lab Newsletter. To sign
divided by the number of shares
outstanding) to the National up for the newsletter, go to barrons.com/newletters. Losing Interest: Money-market fund inflows continued to moderate, narrowing the past month’s aver-
Association of Securities Dealers.
Total returns reflect both price age weekly inflow to $3.6 billion. Cash left equity funds, widening the month’s average weekly outflow to
changes and dividends; these Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. $8.5 billion. Taxable-bond fund inflows were flat, at a weekly $1.6 billion. Muni-bond outflows shrank to
figures assume that all distribu- NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
tions are reinvested in the fund. IntlGrIncA 34.54 0.58 10.0 28.2 CorePlusBond 8.78 -0.03 1.9 -7.9 GlEqInst 29.09 0.58 11.4 47.9
$100 million.
Because Lipper is constantly up-
dating its database, these returns LtdTEBdA 15.07 -0.02 1.0 -2.0 Intl Eq 12.09 0.24 12.8 26.7 GlRESec 9.78 0.39 0.7 13.4
may differ from those previously N PerA 55.39 1.11 17.1 34.8 LargeCapGrowth20.54 0.39 20.2 35.2 InfProtSec 10.88 -0.20 2.0 -0.8 Equity Funds Municipal Bond Funds
published or calculated by others. NEcoA 51.26 1.14 17.8 18.4 LargeCapValue 15.78 0.35 5.7 59.5 IntGvFxdInc 10.92 -0.10 1.9 -14.6
3 year returns are cumulative. The NwWrldA 74.25 1.23 11.7 17.5 MunicipalBond 9.80 -0.01 1.9 -0.7 IntlCoreEq 14.58 0.09 9.8 35.6 -1300 120
NAV is the last reported closing SmCpA 62.76 1.61 11.9 16.4 IntlREst 3.59 0.08 -3.2 3.2
price for the week. Footnotes: NA: S/MCapGrowth 13.39 0.45 14.0 21.8
not available. NE: performance STBFA 9.38 -0.03 0.7 -3.7 S/MCapValue 13.03 0.50 5.3 59.0 IntlSustCore1 11.65 0.11 11.2 28.4 -3600 -210
excluded by Lipper editor. NN: fund STTxExBdA 9.80 -0.01 0.7 -1.7 Brown Advisory Funds: IntlVal 19.19 0.09 10.4 57.6
not tracked. NS: fund not in TECAA 16.37 -0.02 2.3 -2.1 GrwthEquityInst 26.74 0.64 23.5 17.2 IntlVectorEq 12.72 0.11 9.1 39.6 -5900 -540
existence for whole period. e: ex TxExA 12.20 -0.02 2.7 -1.6 IntSmCo 18.38 0.14 6.9 31.0
capital gains distributions. f:
previous day’s quote. n: no front- WshA 54.18 1.20 7.7 49.3 C IntSmVa 19.91 0.12 7.5 43.1 -8200 -870
or back-end sales charge. p: fund AMG Managers Funds: IntTermMuni 9.90 -0.02 0.9 -2.4
assets are used to pay marketing YachtmanFocFd I 19.35 0.46 7.3 47.6 Calamos Funds: IntVaIII 16.48 0.05 10.4 58.0 -10500 -1200
and distribution costs (12b-1 fees). MktNeutI 14.52 0.09 6.0 11.1 ITExQual 9.30 -0.03 3.3 -11.9
r: fund levies redemption fee or YacktFocFd N n 19.41 0.46 7.2 46.9 May Jun May Jun
back-end load. s: stock dividend or YacktmanFd I 22.40 0.55 6.0 49.1 Calvert Investments: LgCo 30.33 0.59 16.9 50.2
split of 25% or more. t: fund charges Angel Oak Funds Trst: Eq A 72.29 1.68 9.3 39.0 LgCpIntl 25.30 0.18 11.2 33.1
12b-1 fees (for marketing and
AglOkMtiStFdClIn 8.38 NA NA NA Carillon Reams: SclCrEqInst 13.47 0.13 10.6 32.4 Money Market Funds Taxable Bond Funds
distribution) and a back-end load.
v: capital-gains distribution may be AQR Funds: CorePlBd I 29.99 -0.07 3.3 -7.6
STExQual 10.28 -0.01 2.0 -2.8 64800 4400
a return of capital. x: ex cash
STGov 9.88 -0.05 2.4 -3.4
LgCapDefStyle I 26.19 0.47 4.8 31.4 UnconstrndBd I 11.98 -0.06 3.5 3.3
dividend. STMuniBd 10.09 -0.01 1.2 0.8 49100 3100
MgdFutStrI 8.86 0.06 1.7 35.2 Carillon Scout:
US CoreEq1 33.53 0.82 13.4 54.9
Net YTD 3-Yr. Artisan Funds: MidCap I 20.80 0.73 7.4 36.8
NAV Chg. % Ret. % Ret.
US CoreEq2 30.30 0.79 12.4 57.3 33400 1800
GblOppInst 30.49 0.55 15.4 15.7 CausewayInst : US Micro 24.27 0.74 6.6 67.3
A Intl Inv n 26.12 0.46 9.2 12.1 CausewayInst 19.10 0.31 19.9 56.8 US Small 41.39 1.42 7.6 62.5
IntlInst 26.28 0.47 9.4 12.8 CIBC Atlas: US SmCpVal 40.69 1.49 4.4 93.3
17700 500
AAM: IntlVal Inst 44.23 0.73 14.6 60.1 DispEq Inst 26.80 0.54 11.2 37.0 US TgdVal 28.69 1.02 5.6 93.0
IntlVal Inv n 44.05 0.73 14.5 59.0 USLCpGr 29.12 0.66 14.9 48.1
2000 -800
B&GIncGroClI 22.54 0.55 2.3 37.2 ClearBridge:
AB Funds: MidCapInst 39.31 1.18 17.5 7.7
AggressGrowthA109.31 3.16 13.4 15.2 USLgVa 42.54 1.00 3.7 56.0 May Jun May Jun
MidCapInv n 32.92 0.99 17.4 7.0 USLgVaIII 27.85 0.65 3.7 56.4
CapFdInc.LCapGow85.68 1.92 22.7 36.3 AllCapValueA 12.92 0.39 6.1 54.0
USSoCoreEq2 22.02 0.64 15.1 54.4 A red chart indicates a lower value than the starting period. Green means it's higher than the starting period.
MuniIncmShares 10.95 -0.06 3.3 5.8 B AppreciationA 30.33 0.67 12.8 48.1
USSustCoreI 34.44 0.79 14.9 52.7 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI
AB Funds - A: DividendStrat1 n 28.25 0.09 8.7 50.9
Baird Funds: USVectorEq 22.67 0.70 7.1 63.4
LgCpGrA 76.16 1.70 22.5 35.0 DividendStratA 28.24 0.12 8.5 49.7
Dodge & Cox:
RelatValA 6.05 0.14 3.2 54.5 AggBdInst 9.68 -0.05 2.4 -10.7 LargeCapGrowthA n 51.86 1.08 32.5 32.1 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
AB Funds - ADV: CorBdInst 9.96 -0.05 2.6 -9.0 LargeCapGrowthI60.66 1.28 32.7 33.3 Balanced n 96.73 0.76 4.7 36.9
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
IntBdInst 10.11 -0.05 1.8 -6.7 SmallCapGrowthIS40.30 2.08 8.0 17.4 Dodge & Cox n 10.51 -0.03 5.3 4.2
GlbBd 6.73 -0.02 1.8 -8.2 GblStock n 13.99 0.38 10.9 61.2 InflPrBdIndInsPr n 9.20 -0.03 2.0 -0.7 StkSelAllCap 64.41 1.49 16.6 44.7 DivGth n 31.27 0.75 7.9 50.2 SrsCommStrt 96.80 -0.84 -8.1 61.3
HiIncmAdv 6.61 0.02 5.1 10.9 ShtTBdInst 9.22 -0.04 1.6 -1.3 Cohen & Steers: IntlIdxInstPrem n 46.16 0.90 12.1 30.0 Fidelity Freedom: DivIntl n 41.53 0.98 13.9 18.8 SrsEmrgMkt 16.95 0.18 8.5 5.1
Baron Funds: Income n 12.35 -0.12 3.2 -5.2
IntlStraEquPtADV 11.45 0.21 9.0 17.1 GlbRltyI 49.18 1.19 1.6 14.3 IntlIndex n 10.81 0.19 10.2 24.3 FF2010 n 13.39 0.05 5.3 7.1 DivIntl K6 13.35 0.32 13.8 20.2 SrsGlobal 13.56 0.23 9.8 23.4
Intl Stk n 47.73 0.99 10.7 43.4
LgCpGrAdv 85.77 1.93 22.7 36.0 Asset n 94.68 3.00 9.0 14.6 InstlRlty 44.25 1.90 4.7 25.6 IntrTresBdIxPrem n 9.63 -0.06 1.5 -14.5 FF2015 n 10.95 0.07 6.5 10.5 DivIntlK 41.45 0.97 14.0 19.2 SrsIntlGrw 16.43 0.37 15.2 25.6
Stock n 227.43 5.32 7.2 65.0
NationalPtf 9.56 -0.02 2.7 -0.2 Growth n 94.06 2.96 10.7 37.7 PrefSecIncnI 11.25 0.02 -1.9 -1.8 LgCpGwId InstPre n 26.81 0.57 29.0 47.0 FF2020 n 13.71 0.11 7.6 13.6 DivStkO n 30.35 0.61 17.8 48.6 SrsGroCoRetail 18.26 0.27 32.6 51.4
DoubleLine Funds:
SelectUSLgShrt 13.06 0.19 6.3 27.6 Partners n 158.85 4.16 42.4 125.7 RltyIncI 15.80 0.68 5.0 25.1 LgCpVlIdxIstPrem n 15.47 0.43 5.1 49.2 FF2025 n 12.70 0.12 8.4 16.5 EmrMkt n 34.92 0.39 11.1 8.2 SrsIntlSmCp 16.23 0.22 9.4 23.6
SmMidCpValAdv 21.64 0.91 6.8 63.7 Baron Instl Shares: RltyShs n 60.80 2.62 4.7 25.1 CoreFxdIncmI 9.25 -0.06 3.0 -7.3 LTTrsBdIdxInstPr n 10.42 -0.05 4.3 -32.1 Eq Inc n 65.84 1.45 3.8 49.2 SrsIntlVal 11.06 0.23 10.3 47.0
FF2030 n 15.99 0.19 9.3 20.6
Aberdeen Fds: Colorado BondShares: LowDurBdI 9.42 -0.04 2.6 2.8 MidCpInxInstPrem n 28.16 1.06 9.0 42.4 EqDivIncm n 26.64 0.64 4.3 50.3 STBF n 8.24 -0.01 1.6 -1.9
AssetInst 100.10 3.18 9.2 15.5 FF2035 n 13.90 0.20 10.8 28.2
ShillerEnhCAPEI 13.41 0.29 16.4 42.5 OTCK6Port 18.35 0.33 30.5 44.5 Fidel n 69.85 1.56 19.8 39.9 StkSelSmCp n 30.77 1.12 9.8 52.3
EmMktEqty Inst 13.14 0.07 5.2 3.8 EmergingMktsInst 13.90 0.01 6.6 1.0 ColoradoBdShs 8.68 -0.01 3.7 8.2 FF2040 n 9.96 0.18 12.4 33.9
TotRetBdI 8.81 -0.07 2.5 -8.9 RealEstIdxInst n 14.96 0.77 3.6 22.3 FltRateHi n 9.17 0.05 6.3 20.7 StkSlcACap n 64.84 1.50 16.6 44.3
Advisers Inv Trst: GrowthInst 99.16 3.13 10.8 38.8 Columbia Class A: FF2045 n 11.44 0.21 12.7 34.3
TotRetBdN n 8.81 -0.06 2.4 -9.5 SAIUSLgCpIndxFd 19.64 0.45 16.8 50.4 FocsdStk n 28.38 0.61 20.1 37.0 StratDivInc n 15.97 0.35 4.4 32.6
Balanced n 84.48 1.44 6.4 31.9 PartnersInst 165.19 4.34 42.6 127.4 BalancedA 45.46 0.53 13.0 25.4 FF2050 n 11.58 0.21 12.7 34.2
Growth n 106.03 2.51 10.2 51.7 SmallCapInst 30.86 1.38 16.5 25.8 SeriesBondFd 8.94 -0.03 2.3 -11.6 Free2055 n 13.40 0.24 12.7 34.2 FournOne n 52.72 0.97 12.0 29.7 TaxFrB n 10.82 -0.01 3.4 -0.4
ContCoreA 29.28 0.60 20.6 50.5 E
Bernstein Fds: SeriesOverseas 12.54 0.30 15.5 28.8 Free2060InstPrem 15.47 0.30 12.6 30.3 GNMA n 10.09 -0.05 1.8 -10.0 TotalBond n 9.43 -0.02 3.1 -6.9
Akre Funds: DisplCoreA 12.65 0.27 15.6 45.4
Eaton Vance Class A: SerLTTreBdIdx 6.02 -0.03 4.2 -32.1 Freedom2015 K 10.94 0.07 6.5 10.7 GovtInc n 9.18 -0.04 1.7 -13.6 TotalBond K6 8.77 -0.02 3.0 -6.5
AkreFocusInst 55.30 1.85 15.0 23.6 DivrMuni n 13.73 -0.02 2.0 0.4 DivIncA 29.75 0.79 3.8 46.1
SmCpIdxInstPrem n 23.39 0.84 8.2 36.4 Freedom2020 K 13.71 0.12 7.7 13.8 GroCo n 30.25 0.46 34.4 47.6 Trend n 143.00 3.96 32.8 40.2
AkreFocusRtl 53.24 1.77 14.9 22.6 IntmDur n 11.27 -0.05 1.9 -11.0 LgCpGrowA 54.29 1.16 30.9 39.3 TMG1.1 87.72 1.87 17.8 47.1
STBdIdx InstPrem n 9.52 -0.02 1.3 -4.8 Freedom2020K6 13.65 0.12 7.8 14.2 GroInc n 52.60 1.58 11.0 61.4 Value n 13.26 0.59 6.2 81.7
AmanaGrowth n: NY Mun n 13.28 -0.02 2.1 0.7 LgCpVl A 15.08 0.38 2.5 48.9 Eaton Vance Class I:
STTreIdx InstPre n 9.89 -0.03 1.1 -5.6 Freedom2025 K 12.69 0.13 8.6 16.8 GrowCoK 30.40 0.46 34.5 47.9 ValueDisc n 35.22 0.65 0.2 49.9
AmanaGrowth n 66.13 1.43 15.6 53.7 BlackRock Funds: LiGoBalA 10.53 -0.17 10.8 19.4 AtlCpSMID 35.87 1.41 5.0 46.5 TMktIdxInstPrem n 122.98 3.10 16.3 47.2 Freedom2025K6 12.65 0.13 8.6 17.2 GrStrt n 53.30 1.96 14.2 26.2 Wrldw n 29.49 0.63 17.3 29.2
Amer Beacon Insti: CoreBd Inst 8.31 -0.03 2.9 -10.5 SelgComuInfoA 106.57 4.13 30.4 70.3 FltgRt 8.33 0.03 5.9 15.7 TotalMarketIndex n 15.53 0.39 16.3 48.1 Freedom2030 K 15.98 0.18 9.3 20.9 GwthDiscovery n 50.18 0.83 22.9 44.1 Fidelity SAI:
HiYBlk 6.79 0.05 5.7 12.0 TaxEA 11.69 -0.05 3.2 -2.8 GblMacAbR 8.30 NA NA NA TtlIntIdxInstPr n 12.81 0.21 9.4 23.9
SmCpInst 23.85 1.02 6.3 73.7 Freedom2030K6 15.93 0.19 9.4 21.5 HighInc n 7.40 0.04 4.3 4.5 FidSAIEmgMktIndx 12.82 0.08 5.2 6.0
HiYldBd Inst 6.79 0.05 5.7 11.7 Columbia Class Adv: IncBos 4.97 0.02 5.0 12.8 USBdIdxInstPrem n 10.26 -0.04 2.2 -11.7
American Century G: Freedom2035 K 13.90 0.21 10.9 28.7 IntBd n 9.90 -0.03 1.7 -6.4 FidSAIIntlIndxFd 13.17 0.25 12.1 30.0
InflProtBdInst 9.80 -0.05 2.3 0.8 DivIncom 30.35 0.81 4.0 47.3 NatlMuniInc 9.21 -0.01 3.9 -1.1 USSusIdx n 19.59 0.41 17.6 49.2 Freedom2035K6 13.85 0.20 11.0 29.1 IntlDisc n 44.08 0.90 11.2 16.4
GlBond 8.59 -0.02 2.9 -6.9 IntlValIdx 9.32 0.21 12.0 43.2
LowDurI Inst 8.84 -0.02 1.6 -1.4 Columbia Class C: Edgewood Growth Instituti: Fidelity Adv Focus A: Freedom2040 K 9.97 0.18 12.4 34.4 IntlEnhIdx n 10.53 0.19 12.5 30.4
Sustain Equity 44.73 1.01 15.4 47.9 LowDurationInc 9.97 -0.01 2.4 NS
BlackRock Funds A: DivInc 28.73 0.76 3.5 42.9 EdgewoodGrInst40.05 0.91 28.0 16.8 HthCarA 59.52 0.33 3.0 12.5 Freedom2040K6 9.92 0.18 12.5 34.8 IntlGrRet n 18.25 0.41 14.6 22.2
American Century I: Muni Inc 9.76 -0.01 3.4 -0.8
AdvLgCapCore 17.59 0.34 15.5 44.2 Columbia Class I: TechA 91.20 2.79 46.8 62.0 Freedom2045 K 11.44 0.21 12.8 34.7 IntlSmCap n 29.45 0.40 10.2 35.1 SAIEmgMktLoVolIx 10.46 0.08 7.0 23.0
EqInc 8.92 0.16 3.0 34.3 F
CapAppr 29.73 0.71 33.6 23.8 Acorn I 10.43 0.33 16.3 7.6 Fidelity Advisor: Freedom2045K6 11.39 0.21 12.9 35.3 IntMu n 9.99 0.00 2.1 -0.3 SAIInflaFocFd 8.92 -0.09 -8.9 61.6
Growth 47.19 0.87 29.0 38.2
EqtyDivd 19.29 0.47 6.4 47.3 Balanced I 45.34 0.54 13.1 26.3 SrsAdvIntlCapApp 27.73 0.69 18.6 21.1 Freedom2050 K 11.58 0.21 12.8 34.6 InvGB n 7.14 -0.01 2.9 -9.8 ShortTermBd 9.49 -0.02 1.5 NS
IntTF 10.71 -0.01 2.3 0.0 FAM Value:
GlblAlloc 17.58 0.17 6.8 14.9 ContCore I 29.64 0.61 20.7 51.7 StragInc n 11.07 0.02 3.8 4.3 Freedom2050K6 11.56 0.21 12.9 35.2 InvGrBd 9.95 -0.03 3.0 -7.3 TotalBd 8.93 -0.01 3.2 -6.0
MdCapVal 15.75 0.43 2.8 52.4 FAMValue n 88.48 3.36 7.2 40.0
HlthScOp 66.80 0.43 1.8 23.1 DivIncom I 29.78 0.80 4.0 47.3 TotBdFdClZ 9.42 -0.02 3.2 -6.6 Freedom2055 K 13.41 0.25 12.8 34.7 LargeCap n 42.49 1.19 13.8 63.3 TxFreeBd 9.87 -0.01 3.1 -0.5
SmCapVal 9.68 0.39 6.5 73.0 Federated Hermes A:
MdCpGrA 29.95 1.03 17.3 10.4 LgCpIdx I 50.53 1.18 16.8 49.7 Fidelity Advisor A: Freedom2055K6 13.39 0.25 12.9 35.3 LCapCrEIdx n 20.70 0.43 15.9 53.7 U.S.TreBdIdx 8.72 -0.04 1.8 -13.9
American Century Inv:
MultiAstIncome 9.71 0.06 4.5 8.5 SelComunInfo 123.51 4.79 30.5 71.5 StrValDivA p 5.36 0.05 -5.4 38.0 Freedom2060 n 12.31 0.22 12.6 34.2 LCapGrEIdx n 28.95 0.56 26.4 48.9 Fidelity Selects:
DiscCoreVal n 30.90 0.79 1.4 31.3 BalancA 25.05 0.35 13.7 31.1
NatlMuni 10.09 0.00 3.0 -2.5 SelLCVal 31.83 0.99 1.9 60.3 Federated Hermes Int: Idx2020InsPre 15.16 0.13 7.7 10.7 LevCoSt n 36.26 1.34 16.2 57.1
EqGro n 24.89 0.56 13.7 30.1 EqGrA p/r 15.59 0.26 22.8 43.0 Biotech n 16.60 -0.23 2.0 -8.8
ScTechOppA 46.01 1.11 34.6 17.3 StratInc I 20.82 -0.03 4.1 2.0 InsHiYld 8.47 0.05 5.0 7.4 Idx2025InsPre 17.25 0.19 8.6 13.5 LgCpVHIdx n 14.94 0.38 4.3 54.8
EqInc n 8.90 0.15 2.8 33.4 GrOppA 114.78 2.64 29.8 23.8 DfAero n 16.29 0.40 5.6 45.2
TotRet 9.97 -0.07 2.6 -10.1 TotReBd I 29.97 -0.09 2.8 -10.2 TtlRtnBdI 9.45 -0.05 1.7 -7.4 Idx2030InsPre 18.34 0.23 9.3 17.4 LmtTrmMuniIncm n 10.18 -0.01 1.1 -1.2
Grwth n 45.78 0.85 28.8 37.4 NwInsghtA 30.85 0.53 22.7 34.0 Energy n 53.39 2.55 -4.8 161.4
BlackRock Funds III: Columbia Class I2: Federated Hermes IS: Idx2035InsPre 20.71 0.32 10.8 24.5 LowP n 48.08 1.26 4.1 55.6
Heritage n 20.93 0.59 14.5 23.7 StrInA 10.91 0.01 3.6 3.3 Gold n 22.34 0.44 0.0 -21.9
iShS&P500IdxK521.71 10.11 16.9 50.3 KaufmnSCI 46.25 1.14 11.3 4.5 Fidelity Advisor Fun: Idx2040InsPre 21.27 0.40 12.2 30.0 LowPriStkK 48.03 1.26 4.1 56.0
MdCapVal n 15.73 0.42 2.7 51.4 DivIncom 30.31 0.81 4.0 47.5 Health n 28.51 0.16 3.2 15.0
iShUSAggBdIdxK 8.97 -0.03 2.3 -11.5 StraValDivIS 5.40 0.05 -5.3 39.0 Idx2045InsPre 22.16 0.43 12.6 30.3 LowPriStkK6 14.67 0.38 4.4 56.7
OneChMod n 13.80 0.14 8.0 18.7 Columbia Class I3: InterDiscZ 43.87 0.90 11.2 16.7 HlthCareSrvPt r n 128.29 2.62 -2.8 38.9
BlackRock Funds Inst: UltraShortI 9.04 0.00 2.4 3.5 Idx2050InsPre 22.20 0.43 12.6 30.3 LtdTmBdFd n 10.88 -0.02 1.9 -3.6
Select n 97.41 1.85 29.4 41.6 ContCore I3 30.43 0.62 20.8 52.2 IntlGrwZ 18.24 0.41 14.7 22.6 ITSvs n 58.35 1.92 11.0 1.3
AdvLgCapCore 18.62 0.36 15.7 45.3 Federated Hermes R: Idx2055InsPre 18.27 0.36 12.6 30.4 Magin n 11.33 0.34 18.6 31.5
Ultra n 72.67 1.53 31.7 43.0 DivIncom 30.36 0.81 4.0 47.7 Fidelity Advisor I: MdTchDevis n 65.42 0.92 6.2 22.9
CAInsMun 11.72 -0.14 1.3 1.7 Idx2020 Premier 15.16 0.14 7.8 10.8 MAMun n 11.24 -0.02 2.1 -3.0
American Century R6: Credit Suisse Common: KaufmnR 5.03 0.09 7.7 -10.7 BalancI 25.72 0.36 13.9 32.1 Retail n 18.06 0.33 14.0 23.6
EmgMkts 23.99 0.23 7.7 6.8 Idx2025 Premier 17.24 0.19 8.6 13.6 Manager40 n 12.09 0.09 6.5 11.2
AmCentUltraFdR6 77.49 1.63 32.0 44.5 ComdtyRet 22.73 -0.19 -8.8 63.5 Federated Hermes R6: ConsvIncmMuni I 9.99 0.00 1.5 2.3 Semiconductors r n 24.21 1.05 66.1 136.0
EqtyDivd 19.39 0.47 6.6 48.4 Idx2030 Premier 18.33 0.23 9.3 17.4 Manager60 n 14.11 0.17 8.8 18.8
MdCapVal 15.75 0.43 2.9 53.1 FedInstHYBondL 8.48 0.06 5.2 7.5 EqGrI 18.04 0.30 22.9 44.1 Idx2035 Premier 20.71 0.32 10.8 24.6 Softwr n 25.50 0.50 29.8 33.3
FloRateIncPorIns 9.59 0.04 6.3 18.2 MidCap n 38.94 1.38 4.3 61.4
SmCpVal 9.68 0.39 6.6 73.7 D StrValL 5.40 0.05 -5.3 39.1 FAEmgMktI 28.02 0.20 4.7 11.9 Idx2040 Premier 21.27 0.40 12.3 30.1 Tech n 26.34 0.79 47.7 54.1
GlblAlloc 17.78 0.17 6.9 15.7 MidCapEnIdx n 16.66 0.57 7.8 46.6
American Funds Cl A: TtlRtnBdL 9.45 -0.04 1.7 -7.4 FAInvGrdI 7.14 -0.02 2.7 -9.9 Idx2045 Premier 22.16 0.43 12.6 30.4 UtilGr n 100.62 0.95 -3.1 39.6
HiEqInc 27.62 0.56 5.2 51.0 MuniInc n 12.06 -0.02 3.0 -0.8
2020TarRetA 12.72 0.10 4.5 13.2 Davis Funds A: Fidelity: FltRatel 9.16 0.05 6.1 20.4 Idx2050 Premier22.20 0.44 12.6 30.4 Fidelity Series:
HlthScOp 71.35 0.46 1.9 24.0 NASDAQ n 174.56 3.76 32.4 40.6
2025TarRetA 14.23 0.13 5.7 15.2 NYVen A 25.20 -0.05 17.0 38.9 500IdxInstPrem n 155.01 3.58 16.9 50.5 GrOppI 127.17 2.93 30.0 24.7 Idx 2055 Premier 18.26 0.36 12.6 30.4 NewInsights Z 32.39 0.56 23.0 35.5 Canada 14.26 0.45 8.6 60.9
MdCpGrEq 35.27 1.22 17.4 11.3 HthCarI 66.13 0.37 3.1 13.4 IntMuni Z 10.00 -0.01 2.0 -0.2
2030TarRetA 15.62 0.18 7.5 19.3 Davis Funds C & Y: BalancedK6 13.42 0.18 14.1 33.8 Income n 10.28 0.02 4.1 2.3 NewMill n 45.74 1.20 15.7 75.9
MultiAstIncome 9.72 0.06 4.7 9.4 IntlGr 18.20 0.40 14.6 22.2 FidelityAdviAsset:
2035TarRetA 16.89 0.25 9.2 24.7 NatlMuni 10.08 -0.01 3.1 -1.8 NYVenY 26.18 -0.06 17.1 39.9 Contrafund K6 20.85 0.33 24.0 35.1 Fidelity Invest: NewMkt n 11.62 0.01 3.5 -6.0
2040TarRetA 17.66 0.31 10.9 28.1 Del Invest Instl: EmgMktIdxInstPre n 9.93 0.07 5.3 6.3 MuniIncI 10.00 -0.01 2.1 -0.5 AggrInt n 24.75 0.61 18.6 21.3 OTC n 16.66 0.32 29.9 42.9 ADVAssetMan60 14.11 0.17 8.8 19.1
ScTechOppInst 50.66 1.22 34.8 18.2 NwInsghtI 32.24 0.56 22.9 35.0
2045TarRetA 18.08 0.34 11.5 28.7 StratIncOpptyIns 9.16 -0.04 1.8 3.8 Value 18.06 0.44 -1.1 38.2 ExtMktIdxInstPre n 70.92 2.64 12.7 30.5 AilSectEq 10.37 0.27 19.7 57.6 OTC K 17.04 0.32 30.0 43.3 First Eagle Funds:
2050TarRetA 17.74 0.34 12.0 28.5 FidAdAsset 13.10 0.05 4.0 3.9 REIncmInst 11.42 0.21 4.1 20.2 AMgr20% n 13.10 0.04 4.0 3.7 Ovrse n 58.05 1.37 14.8 24.9
StratMuniOppI 10.27 -0.21 0.8 -0.3 Deutsche DWS: GlbA 63.31 1.01 9.2 34.4
AmcpA 35.87 0.82 19.6 25.5 FidAdEm 34.90 0.40 11.2 NS StrInI 11.07 0.02 3.8 4.1 AMgr50% n 18.99 0.19 7.6 14.8 PuritanK 22.89 0.29 12.3 28.6
TotRet 9.97 -0.08 2.6 -9.3 CoreEq n 29.65 0.70 14.5 49.3 OverseasA 24.14 0.24 7.5 19.2
AMutlA 49.67 0.99 3.5 40.0 FidSAI 8.63 0.05 4.5 NS Total Bd 9.42 -0.02 3.1 -7.0 AMgr70% n 24.76 0.36 10.0 23.8 Puritn n 22.91 0.29 12.2 28.3
BNY Mellon Funds: Diamond Hill Funds: FPA Funds:
BondA 11.34 -0.05 1.3 -10.2 FidSAIEmerg 11.84 0.11 9.1 22.3 Fidelity Advisor M: AMgr85% n 23.10 0.41 11.8 30.4 RealE n 38.70 1.93 4.0 21.8
Aprec n 40.34 0.89 14.2 45.7 LgCapI 30.56 0.79 5.2 44.6 NwInc n 9.50 -0.04 2.2 1.1
BalA 30.52 0.42 6.8 21.9 FidSer5 7.90 -0.04 2.6 NS Balanced 25.44 0.35 13.6 30.1 AstMgr30R n 11.23 0.06 5.3 7.1 RealEstInc n 11.48 0.22 4.1 20.3
Dr500In n 50.87 1.17 16.6 48.3 LgCapY 30.60 0.80 5.3 45.1 FPA Funds Trust:
CapIBA 64.33 0.86 3.5 23.6 FidSer0-5 9.43 -0.02 1.6 NS EqGr 15.02 0.25 22.5 42.0 Balanc n 26.02 0.36 13.9 32.4 SAIIntlMinVolInd 10.67 0.11 8.5 13.9
CapWA 16.12 -0.06 1.2 -15.0 Dreyf n 15.60 0.31 19.4 53.3 LongShortI 25.92 0.39 3.8 30.2 FIDSerEmgMkt 8.31 0.06 7.4 4.5 GrOppM 112.87 2.59 29.7 22.9 FPACres Inst n 37.07 0.43 12.4 44.2
BalancedK 26.02 0.36 13.9 32.6 SAILTTreBdIdx 7.83 -0.03 4.6 -33.7
CapWGrA 57.40 1.15 12.4 30.8 GlFxIncI 19.31 -0.04 2.9 -4.2 Dimensional Fds: FidSerInt 8.58 -0.01 3.5 NS NwInsghtM 28.79 0.50 22.6 33.0 SAISm-MidCap500I 5.83 0.24 9.4 46.1 Franklin A1:
BluCh n 156.42 3.46 39.1 43.3
EupacA 54.78 1.03 12.0 16.1 InstS&PStkIdx I 61.55 1.42 16.8 49.6 2TGlFxd 9.71 0.01 2.1 -0.8 FidSerToMarket 14.65 0.37 16.3 47.3 Fidelity Advisor Z: SAIUSMinVolIndFd 17.96 0.40 8.5 36.5 CA TF A1 6.78 -0.02 2.5 -3.2
BluChpGr K6 24.05 0.53 39.0 45.5
FdInvA 67.82 1.61 14.3 42.2 IntlStkI 23.84 0.41 16.2 20.8 5GlbFxdInc 10.04 0.00 2.1 -5.2 FIDSerTresIndxFd 9.94 0.00 2.3 3.7 SAIUSQtyIdx 18.05 0.35 17.9 45.5 Fed TF A1 10.69 -0.02 3.4 -2.9
AssetManager50% 18.94 0.19 7.7 15.1 BluChpGrK 157.19 3.47 39.2 43.7
GBalA 34.66 0.40 7.6 14.5 IntlStkY 23.54 0.40 16.2 20.9 DFARlEst 37.42 1.66 2.9 19.5 FIDZroExtMktIx n 11.48 0.47 9.1 46.3 SmCapDisc n 24.78 0.98 9.3 60.0 HiInc A1 1.65 0.00 5.7 11.8
AsstMngr70 24.72 0.35 10.0 24.1 CAMun n 11.99 -0.01 2.5 -2.1
GovtA 12.10 -0.09 0.2 -11.0 SmMidCpGrI 25.07 0.65 10.1 -4.4 EmgMkt 26.84 -0.01 7.5 19.7 FIDZroLgCpIx n 15.73 0.36 17.4 48.2 SmlCapO n 12.88 0.48 10.4 50.2 HY TF A1 8.71 -0.07 2.9 -1.6
EmMkt Z 27.96 0.20 4.8 12.4 CapAp n 37.52 0.73 17.7 45.3
GwthA 60.89 1.45 23.0 31.0 StrgVal I 40.32 0.85 4.2 83.8 EmgMktSoCoEq 13.60 0.02 8.9 21.6 Flex 500 Index 19.05 0.44 16.9 50.5 SmlCpGrth n 26.46 0.97 11.8 28.1 IncomeA1 2.28 0.02 3.3 32.0
FloatRateHighInc 9.16 0.04 6.2 20.7 CapDevO n 19.69 0.55 14.0 62.7
HI TrA 9.15 0.06 4.2 15.8 BNY Mellon Funds Tru: EmgMktVa 28.42 0.09 8.5 38.0 FlexIntIdx 12.32 0.21 9.8 23.6 GovtIncome 9.20 -0.04 1.8 -13.4 SmlCpGrth K6 14.15 0.52 12.0 29.0 NY TF A1 9.91 -0.01 3.8 -3.9
CnvSc n 31.85 0.50 7.4 34.6
HiInMuniA 14.67 -0.04 3.7 2.4 MCMultiStrM 17.39 0.58 9.7 37.4 EmMktCorEq 21.64 -0.01 8.7 26.5 FlexUSBdIdx 9.04 -0.03 2.2 -11.8 GrOpp 128.90 2.98 30.1 25.2 Contra n 14.92 0.24 25.2 35.2 SmlCpGrth Z 26.73 0.97 11.9 28.5 US Gov A1 5.08 -0.03 1.5 -10.6
ICAA 47.44 1.08 15.8 45.2 NtlIntmMuni 12.85 -0.01 2.3 -1.0 EmMktSmCp 21.85 0.15 8.7 38.7 Freedom2060K 12.32 0.23 12.7 34.7 InvestGradeBd 7.15 -0.02 2.9 -9.6 ContraK 14.98 0.24 25.3 35.4 SmlCpVal n 18.73 0.71 5.5 76.6 Utils A1 20.51 0.25 -3.8 28.5
IncoA 22.78 0.31 2.2 28.2 Bridge Builder Trust: Fixd 10.15 -0.01 2.3 0.9 GlexUSIdxInstPre n 13.78 0.23 9.8 23.5 NewMktsIncFdZ 11.62 0.01 3.6 -5.8 CpInc n 9.31 0.08 5.9 23.6 Srs1000ValIndRet 14.47 0.41 5.2 49.4 Franklin Templeton:
IntBdA 12.32 -0.07 0.6 -6.6 CoreBond 8.89 -0.03 1.7 -10.4 GblAll60 40Inst 19.86 0.23 7.7 25.1 GrowthCompanyK620.42 0.31 32.7 48.7 RE Income 11.42 0.21 4.2 20.7 DisEq n 55.36 1.29 21.1 36.9 SrsBlChGroRetail n 13.96 0.31 39.9 47.4 TgtModA 13.72 NA NA NA
D ATA MUTUAL FUNDS D ATA P R O V ID E D BY LIP P E R B A R R ON S .C OM / D ATA

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.
FrankTemp/Frank Adv: DiscFdA p 81.16 3.74 13.4 20.2 JPMorgan Inst Class: Natixis Funds: ShtTm 9.52 0.00 2.7 3.4 Rydex Investor Class: CALTAdml n 11.28 -0.01 3.1 -2.2 USGro n 51.30 1.07 31.1 18.1
CA TF Adv 6.77 -0.02 2.6 -2.9 DisMdCpGrA 23.02 0.88 10.5 16.1 ValAdv L 35.35 1.07 1.7 55.8 InvGradeBdY 9.70 -0.05 2.6 -3.5 TotRt 8.47 NA NA NA NasdaqInv n 64.01 1.20 38.5 47.2 CapOpAdml nr 167.12 2.86 14.4 45.1 WellsI n 24.56 0.24 2.1 8.8
CvtScAdv 20.13 0.30 5.1 21.2 DivIncm p 24.63 0.60 2.1 38.7 JPMorgan L Class: LSGrowthY 22.44 0.17 37.8 42.1 PIMCO Funds Instl: CoStIxAd nr 95.91 0.01 2.7 40.0 Welltn n 40.90 0.45 7.6 25.7
Dynat Adv 127.33 2.72 31.9 15.6 DivrsDiv p 17.91 0.46 3.3 42.3 Fl EmMktEq L 29.96 0.29 6.4 -1.3 Neuberger Berman Fds: ComPLUSStrtgyFd 6.35 NA NA NA S DivAppIdxAdm n 44.09 0.95 8.0 46.6 Wndsr n 21.37 0.62 6.3 67.5
Growth Adv 121.97 2.56 18.4 36.8 EqIncA 10.06 0.19 3.4 36.1 GenesInst 61.07 2.61 12.1 36.0 DynamicBd 9.57 0.00 2.3 -0.1 EMAdmr n 33.75 0.33 4.7 10.7 WndsrII n 41.02 0.91 10.9 57.7
MdCpVal L 35.66 1.45 4.0 54.8 Schwab Funds:
IncomeAdv 2.26 0.02 3.4 32.9 EqWtdA p 68.17 2.23 6.8 52.8 IncomeFd 10.41 -0.03 3.7 5.6 EnergyAd nr 56.38 2.22 -5.3 154.4 VANGUARD INDEX FDS:
JPMorgan R Class: LCVal Inst 42.60 0.59 -1.0 63.5
RisDv Adv 89.29 2.25 8.6 51.1 GblStrIncmA p 3.09 0.00 3.7 -4.0 LgShInst 16.76 0.08 7.6 21.7 InflRespMulAsset 7.59 0.02 0.7 22.0 1000 Inv nr 95.80 2.33 16.7 47.3 EnergyAdml nr 85.82 2.40 0.4 60.6 500 410.63 8.01 16.8 49.9
GlbOppA p 50.64 1.41 17.0 -6.0 CoreBond 10.20 -0.05 2.7 -8.7 EqIncAdml n 84.19 2.17 0.9 50.8
SmCpValAdv 56.24 2.47 5.5 54.2 StrIncInst 9.58 0.00 4.3 4.2 Pioneer Funds A: CoreEq n 19.27 0.39 14.4 41.0 EmgMktInstPl 85.35 0.81 4.8 10.8
GrIncA 21.24 0.60 4.4 61.6 CorePlusBd 7.17 -0.04 2.7 -7.8 EuropeAdml n 77.10 1.71 13.3 34.9
Utils Adv 20.72 0.25 -3.7 29.1 Neuberger Berman Inv: CoreEqA 20.23 0.44 11.9 44.0 FunIntlLgInst nr 10.13 0.21 11.9 48.0 ExtndIstPl 278.55 9.42 12.7 30.5
HYMuA 8.56 -0.12 2.6 0.7 HighYld r 6.19 0.01 4.3 10.5 ExplrAdml n 97.44 3.80 12.2 35.5
FrankTemp/Franklin A: DiscGrA 15.07 0.37 18.8 46.5 FunUSLgInst nr 22.78 0.61 8.8 66.1 FTAIWdInPl 113.47 1.95 9.6 24.6
MtgBckd 10.01 -0.06 2.5 -6.4 Genes n 60.93 2.60 12.1 35.4 ExtndAdml n 112.88 3.82 12.7 30.4
BAL A 12.16 0.06 2.8 21.9 IntTMIA p 10.33 -0.01 2.7 0.2 PioFdA 33.15 0.82 13.6 44.9 InflProSel n 10.24 -0.14 1.9 -0.6 IdxIntl 17.99 0.31 9.4 24.0
ShtDurBnd 10.48 -0.04 1.6 -0.8 Guard n 23.58 0.37 23.0 49.7 GNMAAdml n 9.21 -0.05 1.9 -9.7
DynaTech A 122.01 2.59 31.8 14.7 InvGloblFdA 91.51 1.57 23.0 25.3 Pioneer Funds Y: IntI Sel nr 22.12 0.44 12.1 29.6 ITTresIdx Inst 24.52 -0.17 1.4 -12.0
USRechEnhEq 34.24 0.69 18.0 55.2 LCVal n 42.63 0.59 -1.1 62.8 GroIncAdml n 90.26 2.21 15.5 51.0
EqIn A 28.88 0.64 4.2 45.4 LmtdTrmMunInc p 10.98 0.00 1.6 1.0 S&P Sel n 68.67 1.58 16.9 50.4 LTTresIdx Inst 27.00 -0.18 4.4 -32.1
JPMorgPrm: Neuberger Berman Tr: BondY 8.13 -0.03 2.8 -5.8 GrwthAdml n 145.68 3.29 33.2 42.7
FoundFAlA 13.35 0.13 6.9 25.5 MnStFndA 50.93 1.25 17.4 44.3 SmCp Sel nr 30.52 1.10 8.2 36.3 MdCpGrAdml n 88.60 3.38 14.9 26.9
USEquity L 19.88 0.32 16.8 51.9 GenesisFdR6 61.05 2.60 12.2 36.4 StratIncY p p 9.23 -0.03 3.6 1.9 HltClxAd nr 122.56 0.21 -0.6 32.3
GrOp A 43.67 0.94 25.5 16.3 MnStSmCpA p 25.71 0.91 10.2 42.9 TSM Sel nr 75.76 1.90 16.2 47.1 MdCpVlAdml n 71.70 2.50 3.5 54.5
Nicholas Group: Price Funds: HlthCareAdml nr 90.10 0.21 3.7 27.8
Growth A 120.86 2.53 18.3 35.8 ModInvA 10.27 0.13 7.2 14.4 USSmCoIdx nr 15.18 0.66 8.7 65.9 SmValAdml n 71.06 3.00 5.3 64.6
MunInA 11.92 -0.03 3.7 -1.2 L Nich n 81.24 2.00 21.6 53.4 2050RetFd n 16.47 0.36 12.7 32.3 HYCorAdml nr 5.22 0.04 4.3 7.5
LwDuToRt A 8.76 -0.02 1.7 1.8 SEI Portfolios: TotBd2 9.44 -0.03 2.2 -11.7
RchHiYldMuniA 6.85 -0.03 5.0 2.7 Northern Funds: Balnanced n 24.37 0.18 10.9 21.2 InfProAd n 23.28 -0.32 1.8 -0.7 TotIntlInstIdx r 120.35 2.09 9.4 24.4
RisDv A 89.36 2.25 8.5 50.0 Laudus Funds: BlChip n 139.75 2.70 35.0 18.4 CoreFxIn F 9.53 -0.04 2.5 -12.2
RisingDivA 23.71 0.62 12.7 50.1 BdIdx n 9.13 NA NA NA IntlEmg F 10.62 0.10 7.1 7.5 InfTechIdx n 226.54 6.92 39.0 62.6 TotItlInstPlId r 120.38 2.09 9.4 24.4
SmMCpGrA 31.85 1.10 15.4 11.7 USLgCpGr nr 22.76 0.55 34.1 21.9 Communica&Tech n 115.85 2.72 25.2 1.4
RochAMTFrMuni 6.90 -0.02 3.9 0.2 EmMktsEqIdx nr 10.66 NA NA NA IntlEq F 11.34 0.21 13.2 29.6 IntlGrAdml n 102.60 2.01 13.5 10.8 TotSt 107.30 2.69 16.1 46.7
StrInc A 8.12 -0.02 3.5 0.5 Lazard Instl: DivGro n 68.08 1.63 6.8 46.1
RochLmtTrNYMuni p 2.79 -0.01 2.2 0.4 HiYFxInc n 5.73 NA NA NA ITBondAdml n 10.17 -0.03 2.3 -11.8 VANGUARD INSTL FDS:
TtlRtn A 8.26 -0.03 2.6 -9.8 EqInc n 33.16 0.71 2.5 55.5 IntMuni F 10.97 -0.02 2.2 -1.4
RoMu A p 15.15 0.01 5.5 1.5 EmgMktEq 16.50 0.12 13.2 29.2 IntlEqIdx nr 13.38 NA NA NA ITIGradeAdml n 8.43 0.00 3.2 -9.0 BalInst 43.20 0.61 10.5 20.9
FrankTemp/Franklin C: EqIndex n 117.04 2.29 16.8 49.7 LgCapGr F 41.95 0.87 26.2 38.9
SenFltRtA 6.60 0.03 5.2 22.9 GlbLstInfr 14.91 0.19 6.6 30.3 IntTxExpt n 9.76 NA NA NA ITsryAdml n 9.89 -0.06 1.2 -11.0 DevMktsIndInst 14.85 0.30 11.2 29.6
Income C 2.33 0.02 3.4 30.5 GlbStk n 53.66 1.23 17.4 27.8 TaxMgdLC F 33.01 0.84 10.0 48.2
SP IncomeA 4.74 0.11 7.0 142.9 IntStrtEq r 15.03 0.33 12.0 23.4 MidCpIdx n 20.16 0.84 8.8 53.2 ITTresIdx n 19.76 -0.14 1.4 -12.0 DevMktsInxInst 23.21 0.47 11.2 29.7
FrankTemp/Franklin R: GlbTech n 14.37 0.43 43.0 -1.9 Sequoia:
Invesco Funds P: Legg Mason I: SmCpVal n 18.77 NA NA NA LarCapAd n 102.39 2.36 17.3 48.0 EmMkInst r 25.66 0.25 4.7 10.8
FrkDynTchR6 129.17 2.75 32.0 16.0 Growth n 81.44 1.72 32.2 19.3 SequoiaFd n 140.82 1.93 12.9 22.6 LTGradeAdml n 8.00 0.02 5.0 -20.3
Summit P pn 21.07 0.47 27.4 21.1 IntlGrTrI 60.61 1.13 12.2 15.4 StkIdx n 47.32 1.09 16.4 49.5 ExtndInst 112.88 3.83 12.7 30.5
FrkGrthR6 121.90 2.56 18.5 37.1 HelSci n 90.77 0.36 1.1 22.3 SmeadFds: LTsryAdml n 8.99 -0.04 4.1 -31.8
Invesco Funds Y: Longleaf Partners: Nuveen Cl A: FTAlWldIst r 107.15 1.84 9.6 24.5
FrkIncR6 2.27 0.02 3.4 33.6 InstFLRfd r 9.32 0.04 5.9 17.6 SmeadValueInstl68.29 2.15 3.3 76.8 MidCpAdml n 272.66 9.95 8.8 40.3
DevMktY 38.83 0.27 11.1 -0.4 Partners n 21.44 1.01 17.4 46.6 AAMunBd p 10.10 -0.01 3.2 -5.8 FTScinst 30.02 0.66 20.6 45.2
FrkRisDivR6 89.29 2.26 8.7 51.4 InstHiYld 7.52 0.05 5.6 9.1 SSgA Funds: MrgBkdIdx n 18.31 -0.13 1.8 -10.9
DiscovY 100.20 4.63 13.5 21.1 Loomis Sayles Fds: HiYldMuBd p 14.91 -0.23 2.8 2.0 GrwthInst 145.68 3.29 33.2 42.8
FrkSmCpGrR6 21.77 0.84 18.1 10.3 LgCapGow I 59.96 1.19 30.6 31.4 SP500 n 233.33 5.39 16.4 49.4 MuHYAdml n 10.47 -0.01 4.0 0.4
EqWtdY 69.27 2.27 6.9 54.0 LSBondI 11.39 -0.01 2.6 0.5 Nuveen Cl I: InPrSeIn 9.48 -0.13 1.9 -0.6
FrankTemp/Mutual A&B: InstLCCoreGr 56.13 1.09 35.1 18.9 MuIntAdml n 13.48 -0.01 2.3 -0.7
GloblY 92.69 1.60 23.2 26.2 Lord Abbett A: HYMunBd 14.92 -0.23 2.9 2.7 InstIdx 371.44 7.14 16.9 50.4
Shares A 23.74 0.57 5.3 40.1 LgCpVal 22.61 0.53 1.8 53.8 T MuLTAdml n 10.74 -0.01 3.3 -1.5 InstPlus 371.43 7.13 16.9 50.4
IntGrowY 38.24 0.99 15.6 18.2 Affiltd p 15.56 0.31 0.7 36.4 Nuveen Cl R: InstSmCap 26.01 0.78 8.8 31.7 MuLtdAdml n 10.70 -0.01 1.4 0.6
FrankTemp/Temp A: IntlSmCoY 41.87 0.63 7.8 8.2 InstTStIdx 77.18 1.94 16.2 47.4
BdDeb p 6.94 0.03 1.9 1.9 IntDMunBd 8.75 -0.01 2.4 -1.3 IntDis n 60.83 1.12 7.0 6.9 TCW Funds: MuShtAdml n 15.61 0.00 1.4 1.6
Frgn A 7.73 0.14 12.7 40.0 Ivy Funds: InstTStPlus 77.15 1.94 16.2 47.3
CalibrDivGr 18.30 0.41 8.4 42.4 LmtTrmR 10.76 0.00 1.5 -0.1 IntlStk n 18.47 0.33 11.3 16.5 EmMktInc n 6.13 NA NA NA NJLTAdml n 11.25 -0.02 3.8 1.7
GlBond A 7.66 -0.04 -1.2 -12.0 ITBdInst 10.17 -0.03 2.4 -11.8
AssetStrA p 19.12 0.31 7.6 27.1 FloatRt p 8.02 0.04 6.3 19.0 MCapVal n 30.86 1.19 8.9 63.5 TotRetBondI n 8.16 NA NA NA NYLTAdml n 10.72 -0.02 3.8 -1.5
Growth A n 24.04 0.39 12.5 27.3 O ITBdInstPI 10.17 -0.03 2.4 -11.7
CoreEqA t 15.69 NA NA NA HYMuniBd p 10.68 0.00 4.2 -0.8 MCEqGr 63.25 1.99 13.2 27.5 Thompson IM: PacifAdml n 86.16 1.16 9.0 18.3
World A 13.77 0.29 20.7 18.6 LaCapInst 421.44 9.75 17.3 48.0
LgCpGwthA p 28.08 NA NA NA IntrTxFr 10.11 -0.01 2.8 -1.9 MidCap n 100.14 3.11 12.9 27.3 Bond n 9.60 -0.14 1.3 4.9 PALTAdml n 10.68 -0.02 3.0 -1.7
FrankTemp/Temp Adv: Oakmark Funds Invest: MidCpInst 60.23 2.20 8.8 40.3
LgCpGwthl r 30.73 NA NA NA MultiAstBalOppty 10.45 0.13 5.5 18.6 NAmer n 61.46 1.39 17.9 44.2 Thornburg Fds: PrmcpAdml nr 152.94 2.93 16.9 51.6
GlBondAdv 7.62 -0.04 -1.1 -11.3 MidCpIstPl 297.05 10.84 8.8 40.4
MidCapI 31.41 NA NA NA ShtDurIncmA p 3.81 -0.01 1.4 0.4 EqtyInc nr 32.01 0.74 8.8 40.0 NHoriz n 53.66 1.66 15.8 4.7 RealEstatAdml n 118.39 4.82 3.5 18.7
Frost Family of Fund: IncBuildA t 22.67 0.38 9.1 40.6 RealEstaInstl 18.32 0.74 3.5 18.8
MdCpGwthA p 27.49 NA NA NA TaxFr p 10.37 -0.02 3.9 -2.7 Oakmark n 120.16 3.87 17.4 80.1 OverS SF nr 12.18 0.23 11.0 30.0 S&PSC600Idx 369.72 15.45 6.0 52.6
IntVal I 24.51 0.31 11.0 27.9 Rs1000GrwIdxInst544.50 11.59 29.0 46.8
FrTRInst 9.34 -0.05 3.0 6.1 ScTechA p 45.72 NA NA NA Lord Abbett C: OakmrkInt n 27.01 0.51 17.4 47.1 QMUSSmCpGrEq n 39.53 1.44 14.0 29.1 SmCapAdml n 95.31 3.95 9.3 42.5
LtdTIncI 12.56 -0.02 2.4 -3.3 Rs1000Vl IdxInst270.31 7.55 5.1 49.0
ScTechI r 58.40 NA NA NA ShtDurIncmC t 3.83 -0.01 1.1 -1.5 Select n 61.70 2.16 24.7 72.0 SpectModerGwAllo n 35.18 0.58 10.9 23.1 SmGthAdml n 80.75 3.27 14.9 16.8
G LtdTMu I 13.48 0.00 1.2 -2.3 Russ1000IdxInst390.52 9.54 16.6 48.3
Lord Abbett F: Old Westbury Fds: R2010 n 14.42 0.14 6.8 12.5 STBondAdml n 9.89 -0.02 1.3 -4.8
J Thrivent Funds A: Russ3000Idx 382.57 9.59 16.1 47.4
AlCpCore n 23.23 0.63 16.9 39.5 R2015 n 12.03 0.12 7.1 14.6 STCorpIx n 20.53 -0.05 1.8 -2.6
GE Elfun/S&S: ShtDurIncm 3.81 -0.01 1.7 0.9 LgCpStk 25.38 0.60 13.3 35.7 SmCapInst 95.31 3.96 9.3 42.5
CreditIncomeFd n 8.09 -0.01 3.0 NS R2020 n 18.01 0.21 7.6 16.9 STFedAdml n 9.96 -0.03 0.7 -4.2
Trusts n 70.70 1.55 20.7 47.3 Janus Henderson: Lord Abbett I: MidCapStk 28.25 1.21 9.4 54.4 SmCapIstPl 275.09 11.41 9.3 42.6
FixInc pn 10.04 -0.03 1.5 -8.3 R2025 n 15.84 0.20 8.3 19.9 STIGradeAdml n 9.98 -0.01 1.8 -2.6
GMO Trust Class III: BdDebentr 6.91 0.04 2.1 2.6 Thrivent Funds S: SmGthInst 64.67 2.62 14.9 16.8
Balanced C 39.82 0.36 8.5 18.8 LrgCpStr n 16.44 0.34 12.8 26.0 R2030 n 23.95 0.37 9.6 23.3 STIPSIxAdm n 23.60 -0.21 1.6 7.0
FloatRt 8.02 0.03 6.4 19.8 SmValInst 39.72 1.68 5.3 64.6
EmgCntryDt 18.25 NA NA NA Balanced T n 40.42 0.29 9.0 21.6 MuniBd pn 11.46 -0.01 1.2 -3.7 R2035 n 18.93 0.34 10.8 26.6 LgCpVal n 26.77 0.70 5.1 63.6 STsryAdml n 9.79 -0.04 0.5 -4.3
HiYld 6.18 0.05 4.1 8.3 STBdIdxInstPl 9.89 -0.02 1.3 -4.7
Quality 27.99 0.46 21.4 58.6 Enterprise T n 133.66 4.45 12.9 42.6 Sm&MdCapStrategi n 14.77 0.33 6.2 13.9 R2040 n 27.31 0.55 11.8 29.6 MidCapStk n 33.38 1.44 9.6 55.5 STTresIdx n 19.19 -0.09 1.0 -3.5
ShtDurInc p 3.81 0.00 1.7 1.2 STBDInst 9.89 -0.02 1.3 -4.7
GMO Trust Class VI: GlLifeSci T nr 69.03 -0.02 3.3 28.6 Optimum Funds Inst: Ret2045 n 19.43 0.43 12.5 32.1 TIAA-CREF/Instl Cl: TotBdAdml n 9.55 -0.03 2.2 -11.6 STCorpIxInst p 25.13 -0.07 1.8 -2.5
Quality 28.00 0.46 21.4 59.1 GlTech T nr 46.66 1.18 38.8 30.4 Ret2055 n 17.16 0.38 12.7 32.3 CoreBond Inst 9.05 -0.02 2.7 -9.1 TotIntBdIdxAdm n 19.48 -0.03 3.7 -9.8
MN Fixed Inc 8.18 -0.01 2.2 -10.6 STIGradeInst 9.98 -0.01 1.8 -2.5
Goldman Sachs Inst: Grw&Inc T n 70.10 1.68 11.5 49.6 RetBal Inc n 12.57 0.09 6.0 12.2 CorePlsBd 9.06 -0.01 3.0 -7.3 TotIntlAdmIdx nr 30.10 0.53 9.4 24.3
LgCpGrwth 20.59 0.46 29.6 23.7 STIPSIxins 23.62 -0.21 1.6 7.1
Resh T n 61.09 1.39 28.8 33.7 SciTec n 36.69 0.66 40.4 27.4 TIAA-CREF/Retail Cl: TotStAdml n 107.32 2.70 16.2 47.2
EmgMktEq 21.30 NA NA NA MainStay Fds A: LgCpVal 19.38 0.48 3.9 49.2 STTresIdx 24.11 -0.12 1.0 -3.4
Jensen I : Sht-Bd n 4.48 -0.01 1.5 -1.7 TxMBal nr 39.28 0.45 9.0 21.8
HYMuni 9.03 -0.04 4.2 1.8 HiYldBdA 5.01 0.01 4.8 11.0 Osterweis Strat Income: EqIdx n 32.12 0.81 16.0 46.5 TotBdInst 9.55 -0.03 2.2 -11.5
Jensen I 60.24 1.19 10.7 47.5 SmCap n 49.72 1.62 3.8 43.2 TxMCapAdml n 229.51 5.61 16.8 49.1 TotBdInst2 9.44 -0.03 2.2 -11.5
Muni 15.06 -0.03 3.1 1.8 TxFrBdA 9.37 -0.01 2.8 -2.3 OsterweisStrInc n 10.54 0.04 5.1 14.0 Gro&Inc n 23.39 0.61 22.8 49.7
JensenQualGrJ n: SmCapStk n 55.82 1.71 8.7 31.6 TxMIn nr 14.83 0.30 11.1 29.5 TotBdInstPl 9.55 -0.03 2.2 -11.5
Guggenheim Funds Tru: Mairs&Power: TIAA/CREF Funds:
JensenQualGrJ n 60.32 1.19 10.6 46.6 PQ SpecGr n 22.67 0.55 12.3 37.4 TxMSC nr 81.03 3.06 6.0 52.5 TotIntBdIdxInst 29.23 -0.05 3.7 -9.7
MacOppFdClInstl23.84 0.03 3.6 9.2 MairsPwrGr n 139.65 3.53 18.8 48.5 SpecInc n 11.05 0.02 3.0 2.3 BdIdxInst 9.53 -0.03 2.4 -11.7 USGroAdml n 132.93 2.78 31.2 18.4
TotRtnBdFdClInst 23.45 -0.08 3.2 -7.9 JHF III DispVal: EqIdxInst 31.53 0.79 16.1 47.6 TotStInst 107.33 2.69 16.2 47.2
Mass Mutual: Parnassus Fds: SuMuInt n 11.24 -0.02 2.2 -1.3 UtilIxAd nr 71.36 0.00 -5.8 26.1
GuideStone Funds: DispVal I 21.74 0.62 4.1 59.6 Gr&IncInst 15.02 0.39 22.9 50.9 TtlWrldIxInst p 197.96 4.36 13.5 37.4
SelBluChipGroClI 22.19 0.32 36.5 28.2 ParnEqFd n 54.09 0.91 15.4 48.3 TF Incom n 10.74 -0.08 3.6 1.3 ValAdml n 55.44 1.32 2.5 53.6 TxMCaInst r 114.03 2.79 16.8 49.2
EqindxGS2 45.91 NA NA NA DispValMCI 26.26 1.03 7.5 63.0 HgYldInst 8.31 0.05 4.6 8.5
MassMutual Select: Pear Tree: TotIndex n 47.73 1.19 16.3 46.2 WdsrllAdml n 72.75 1.61 10.9 58.1 ValueInst 55.44 1.32 2.5 53.7
MedDurGS2 12.62 NA NA NA DispValMdCp 24.95 0.98 7.4 61.8 IntlEqIdxInst 21.40 0.42 12.0 29.6
MCGrEqIII 19.77 0.67 13.2 25.9 U.S.EqResch n 43.13 1.01 18.9 53.1 WellsIAdml n 59.50 0.58 2.1 9.1 Victory Funds:
DispValMdCpR6 26.26 1.03 7.6 63.5 ForeignVal I r 21.52 0.44 10.1 30.7 IntlEqInst 12.81 0.22 12.1 30.8
Metropolitan West: USLrgCpCore n 32.64 0.67 11.7 45.6 WelltnAdml n 70.61 0.77 7.7 26.0
H DispValR6 21.80 0.63 4.2 60.2 Perm Port Funds: LC2040Inst 9.81 0.17 11.4 28.6 EstValA 46.18 1.52 3.8 68.2
Value n 40.16 0.95 4.2 53.6 WndsrAdml n 72.05 2.09 6.4 68.0
JHITFunLgCpCorFd: LowDurBdI 8.17 NA NA NA Permanent n 48.10 0.62 3.6 25.6 LCIdx2020Inst 18.25 0.17 7.6 13.0 EstValI 46.22 1.53 4.0 69.8
Price Funds - Adv Cl: VANGUARD FDS:
Harbor Funds: FunLgCpCorA 60.28 1.21 19.6 43.7 TotRetBd n 9.05 NA NA NA PGIM Funds Cl A: LCIdx2025Inst 20.08 0.22 8.4 16.3 SmCoOppI 48.08 1.92 3.7 59.0
TotRetBdI 9.04 NA NA NA BlChip p 135.81 2.62 34.8 17.5 CAIT n 11.22 -0.01 2.1 -1.6 Victory Portfolios I:
CapApInst 85.91 1.60 36.9 28.6 John Hancock: HighYield 4.59 0.02 4.4 8.7 LCIdx2035Inst 23.77 0.36 10.6 24.0
TRBdPlan 8.48 NA NA NA Growth p 78.67 1.66 32.0 18.3 DivdGro n 36.20 0.45 3.6 47.3
IntlInst 43.60 0.87 10.8 34.6 500Index1 47.50 1.09 16.7 49.1 JennGrowth 49.23 0.97 36.7 28.2 LCIdx2040Inst 25.35 0.45 11.8 28.7 500Indx Reward n 56.91 1.31 17.2 48.9
UnconstrBdI 10.24 NA NA NA R2030A p 23.63 0.36 9.4 22.3 DivrEq n 42.25 1.10 17.2 42.5
SmCpValInst 38.85 1.71 8.4 51.4 BondI 13.41 -0.03 2.8 -8.5 JennUtility 14.17 0.22 -3.2 25.4 LCIdx2045Inst 26.35 0.50 12.5 32.7 CrnstModAggr n 25.00 0.38 6.4 16.7
MFS Funds: R2040A p 26.96 0.54 11.7 28.6 Energy nr 45.73 1.28 0.3 60.1
Harding Loevner: BondR6 13.43 -0.04 2.8 -8.3 TotalReturnBond p 11.86 -0.03 2.9 -10.6 LrgCpGrIdxInst 47.79 1.02 29.0 46.9 Gr&Inc n 21.48 0.53 16.5 41.9
Price Funds - R Cl: EqInc n 40.18 1.04 0.8 50.4
IntlEq 26.01 0.46 11.1 21.3 IntlGrwI 24.52 0.36 9.3 10.2 IIE 32.11 0.62 14.1 35.3 PGIM Funds Cl Z: LrgCpGrInst 21.27 0.36 32.1 32.6 Grwth n 31.06 0.45 35.2 31.8
R2030R p 23.29 0.35 9.3 21.4 Explr n 104.77 4.08 12.1 35.1
Hartford Funds A: John Hancock Class 1: MFS Funds Class A: LrgCpVl IdxInst 22.84 0.63 5.1 49.1 Inco n 11.23 0.00 2.7 -6.7
HighYield 4.60 0.02 4.6 9.2 PRIMECAP Odyssey Fds: FTAlWldInAdml n 33.80 0.58 9.6 24.4
AgGrAIA 27.15 0.63 9.5 31.9 LrgCpVl IdxRet 23.29 0.65 5.0 48.0 IncStk n 17.71 0.49 3.2 46.1
BalIncA 13.84 0.07 2.4 12.9 BlueChipGrw 44.39 0.83 35.0 18.4 JennGrowth 55.80 1.10 36.9 29.4 AggGrowth r nr 42.15 0.51 16.3 24.8 GlbCapCyl Inv nr 12.04 0.23 4.8 71.2
CoEqyA 43.22 1.21 13.9 43.4 LrgCpVl Inst 20.25 0.52 6.4 55.8 IntmTerm n 12.44 0.00 2.3 -0.4
CapAppA 36.61 NA NA NA LSAggr 13.05 0.30 10.5 32.0 TotalReturnBond 11.82 -0.03 3.0 -9.8 Growth r nr 37.83 0.54 12.3 41.3 GlbEq n 31.14 0.71 16.5 30.1
GrowthA 151.82 3.13 24.0 25.6 QuantSmCpEqInst 16.55 0.62 9.2 57.6 LgTerm n 11.91 -0.01 2.9 -2.3
DiscpEqA 43.56 0.86 12.6 39.8 LSBalncd 12.36 0.13 8.1 19.0 PIMCO Fds Instl: Stock r nr 35.76 0.88 12.0 58.4 GloMinVolFdAdm n 27.91 0.38 3.7 21.1
IntlVA 39.93 0.72 12.3 13.3 RealSecInst 16.53 0.81 3.6 14.5 Nasdaq100 n 38.89 0.74 39.0 51.0
DivGth A 30.93 0.58 6.2 53.2 LSGwth 12.89 0.25 9.5 26.2 AllAsset 10.76 NA NA NA Principal Investors: GNMA n 9.21 -0.05 1.8 -10.0
MCapA 24.95 0.82 12.9 17.5 S&P500IdxInst 48.93 1.13 16.9 50.3 ntTerBd n 9.09 -0.01 3.4 -4.1
EqInc 20.32 0.49 1.8 51.2 LSModer 11.55 0.04 6.3 11.7 AllAssetAuth r 6.38 NA NA NA GroInc n 55.32 1.36 15.5 50.5
MCapValA 28.89 1.17 5.9 58.3 HiYld IN 8.00 0.01 5.7 10.1 S&P500IdxRet 48.53 1.12 16.7 49.2 S&PIdx n 56.87 1.30 17.1 48.5
GrOppty 38.35 0.62 28.3 16.2 John Hancock Funds A: CommodtyRR 12.65 NA NA NA HlthCare nr 213.66 0.50 3.6 27.6
MIGA 38.53 0.97 16.7 46.8 InfPro IN 7.83 -0.03 2.1 -0.6 SmCpBl IdxInst 21.68 0.78 8.1 36.6 TarRet2040 n 11.75 0.21 9.7 26.7
MidCap A 24.56 0.80 8.6 18.5 BalA 24.54 0.25 9.9 20.3 DivInc 9.19 0.02 3.5 -3.9 HYCor nr 5.22 0.04 4.3 7.2
MITA 35.65 0.89 11.4 42.0 LgIndxI 22.49 0.51 16.8 49.7 SocChEqInst 25.05 0.64 12.5 44.9 Virtus Equity Trust:
Hartford Funds C: BondA p 13.41 -0.03 2.6 -9.4 EmMktsBd 8.06 0.00 4.3 -6.5 InflaPro n 11.86 -0.16 1.8 -1.0
MuHiA 7.23 -0.07 2.6 -1.0 LT2020 In 11.99 0.12 6.7 13.0 Tortoise Capital: SmCapSusI 32.67 NA NA NA
Bal IncC 13.61 0.10 2.0 10.5 LifeBal 12.49 0.14 7.9 17.7 HiYld 7.67 0.05 5.0 6.9 IntlExplr n 16.72 0.28 10.4 14.0
MuInA 8.06 -0.03 2.8 -1.5 LT2030In 13.26 0.21 8.6 19.9 TorMLPPipInsCl 13.40 0.58 4.7 93.6 VirtusFunds:
Hartford Funds I: LifeGrw 12.96 0.25 9.3 24.9 HiYldMuniBd 8.34 -0.01 4.5 1.9 IntlGr n 32.26 0.64 13.4 10.5
ResBdA 9.40 -0.01 3.0 -9.1 LT2040I 14.89 0.31 10.9 26.8 Touchstone Funds Gro: CeredexMdCpVlEqI 11.06 NA NA NA
BalIncI 13.85 0.07 2.6 13.8 John Hancock Instl: IntlBdUSH 9.49 -0.01 3.5 -4.3 IntlVal n 40.15 0.75 12.3 37.7
RschA 52.62 1.27 13.0 39.6 LT2050I 15.53 0.38 12.3 31.4 VirtusFunds Cl I:
DivGthI 30.72 0.56 6.3 54.3 StratIncmOppI 9.79 0.01 3.4 2.0 InvGrdCrBd 8.74 NA NA NA MdCpY 48.26 1.88 16.9 40.0 ITIGrade n 8.43 0.00 3.2 -9.3
TotRA 19.03 0.27 4.3 22.6 MidCpBldA 34.69 1.21 15.6 37.6
EmrgMktEqInv 15.57 0.11 7.0 6.4 JPMorgan A Class: LgTrmCrdtBd 8.95 0.01 5.1 -17.1 Touchstone Strategic: LifeCon n 20.18 0.03 6.9 6.5 EmMktI 7.81 NA NA NA
UtilA 22.15 0.23 -1.1 32.6 PreSecI 8.52 0.01 -0.2 0.3
EqIncI 20.15 0.48 2.0 52.4 LngDurTotRtrn 7.36 -0.01 5.0 -22.1 LagCapFoc A p 56.37 0.99 18.2 52.9 LifeGro n 39.68 0.31 11.2 26.4 MulSStI 4.38 NA NA NA
CoreBond 10.19 -0.05 2.5 -9.9 ValueA 48.06 1.18 2.0 42.6 PtrLGI In 16.72 0.36 27.3 26.0
InterValue 16.78 0.33 11.0 60.0 LowDur 9.01 -0.03 1.0 -3.8 Transamerica A: LifeInc n 14.82 -0.05 4.8 -2.6 Vivaldi Merger:
CorePlusBd p 7.17 -0.03 2.5 -8.7 MFS Funds Class I: PtrLV In 17.48 0.49 3.4 49.2
IntlAlphaInv 16.30 0.24 13.1 31.3 LowDurInc r 7.83 -0.01 3.5 7.6 LifeMod n 29.63 0.09 9.1 16.2 Arbitrage Fund 10.78 0.01 0.7 14.3
EqInc p 21.85 0.52 -0.3 46.6 RealEstSecI 26.24 1.30 5.2 23.1 AsAlModGr p 11.73 0.17 9.2 20.1
GrowthI 164.64 3.40 24.2 26.5 ModDur 9.06 -0.04 1.4 -6.8 LTIGrade n 8.00 0.02 4.9 -20.5 Voya Fds:
MidCap 26.08 0.86 8.8 19.4 GwthAdv p 28.14 0.59 27.6 43.4 SAMBalA p 14.59 0.17 8.6 19.0 Trust for Professional Ma:
MCapI 26.89 0.88 13.0 18.4 MortgOppBd 9.40 -0.01 3.1 2.2 MATxEx n 10.02 -0.02 3.0 -2.9 InmdBdI 8.59 NA NA NA
WorldBond 9.86 -0.10 0.2 -2.9 Inv Bal p 14.63 0.10 7.6 17.2 SAMGrA p 16.86 0.32 10.9 27.8 PrfTrtStrtBd Ins 19.34 -0.03 3.0 -4.7
MCapValI 29.79 1.21 6.1 59.5 RealRtnI 9.98 -0.04 1.5 -0.2 MidCpGro pn 22.06 0.89 17.2 16.1
Hartford HLS Fds IA: InvCon p 11.85 0.05 5.2 7.0 Putnam Funds Class A: Tweedy Browne Fds:
MIGI 40.15 1.02 16.8 47.9 ShortT 9.52 0.00 2.7 3.7 MuHY n 10.47 -0.01 3.9 0.1 WXYZ
Balanced 28.18 0.44 7.3 27.6 InvG&I p 17.37 0.21 9.4 25.9 ResBdI 9.40 -0.01 3.1 -8.7 DynAAGthA 17.48 0.28 11.8 29.3 GblValue n 27.57 0.24 8.2 32.5 MuInt n 13.48 -0.01 2.3 -0.9
CapApp 43.69 NA NA NA InvGrwt p 21.91 0.40 11.6 36.3 ShtAssetInv 9.87 0.00 2.5 3.6
RschI 54.41 1.30 13.1 40.6 PutLargCap p 30.03 0.74 7.1 58.5 OHLTte n 11.52 -0.01 3.0 -3.1 Wasatch:
DiscEqui 17.78 0.36 12.7 41.2 LgCpGwth p 53.66 0.91 23.1 40.2 StksPLS 10.88 0.25 16.7 44.6
ValueI 48.37 1.19 2.1 43.7 GlbHlthCare p 57.32 0.19 2.4 32.3 U Primcp nr 147.60 2.82 16.8 51.3
TotRetESG 7.53 -0.02 1.9 -12.4 CoreGr n 74.98 3.74 15.9 30.9
Div&Grwth 23.45 0.50 6.4 55.3 USEquity 19.75 0.34 16.6 50.1 Morgan Stanley Inst: GrOpp p p 49.80 1.07 31.1 35.5 PrmcpCor n 30.70 0.69 13.0 53.6
TotRt 8.47 NA NA NA UM Funds: WCM:
TotRetBd 9.52 -0.03 2.7 -9.7 JPMorgan I Class: StDurInc 10.02 0.00 2.6 4.0 SelValu nr 27.74 1.11 11.0 78.0
CapGrI 33.84 0.85 32.3 -25.4 TrndsMgdFutStrgy 11.08 NA NA NA FcusEmgMk Inst 13.14 0.22 2.0 -5.6
CoreBond 10.18 -0.06 2.6 -9.2 SustainLdrsFd p 101.80 2.24 15.1 35.2 BehavVal 75.88 2.50 0.3 92.4 STAR n 26.50 0.17 10.5 18.9
I CapGrP p 30.35 0.76 32.2 -25.9 PIMCO Funds A: WCM Focus Funds:
CorePlusBd 7.16 -0.04 2.5 -8.0 Putnam Funds Class Y: STIGrade n 9.98 -0.01 1.7 -2.9
GloFranI t 33.65 0.64 11.8 26.9 IncomeFd 10.41 -0.03 3.5 4.4 V WCMFocIntlGrwIns 22.17 NA NA NA
IFP US Equity Fund: EmMktEq I 29.73 0.29 6.4 -1.6 MorganStanleyPathway: GrOpp Y 53.32 1.14 31.2 36.5 StratgcEq n 33.52 1.31 9.6 63.8
EqInc 22.29 0.52 -0.2 47.7 LowDurInc 7.83 -0.01 3.3 6.3 PutLargCap 30.03 0.74 7.2 59.7 Western Asset:
StrSmCpEqInv n 34.35 1.25 8.6 66.0
IFP US EquityFd 19.38 NA NA NA GrAdv r 29.79 0.62 27.7 44.5 CoreFxIcm n 6.85 -0.04 2.0 -12.1 RealRtnA 9.98 -0.04 1.3 -1.4 VALIC: CoreBondI 10.61 NA NA NA
StDurInc 10.03 0.00 2.6 4.3 TgtRe2020 n 27.14 0.23 7.0 12.0
Invesco Fds Investor: LgCapVal 18.51 0.43 4.4 72.3 LgCapEq n 21.72 0.54 16.2 42.4 TotRetA 8.47 NA NA NA IntlEq 7.62 0.15 11.4 28.2 CoreBondIS 10.63 NA NA NA
TgtRe2025 n 18.09 0.21 8.5 15.6
DivrsDiv n 17.90 0.46 3.3 42.7 LgCpGwth 55.14 0.94 23.3 41.2 Munder Funds: PIMCO Funds C: R MidCpIdx 24.25 1.01 8.6 52.3 CorePlusBdA 9.42 NA NA NA
TgtRe2030 n 34.33 0.46 9.4 19.2
Invesco Funds A: MdCpGrw 43.56 1.35 15.0 23.2 MndrIntlSmCpInv r 14.09 0.32 10.1 20.4 IncomeFd 10.41 -0.03 3.2 2.0 SciTech 21.82 0.48 37.9 25.2 TgtRe2035 n 21.34 0.33 10.3 23.2 CorePlusBdI 9.43 NA NA NA
500InxA 47.16 1.08 16.6 48.1 MdCpVal 34.99 1.42 3.9 54.0 Mutual Series: PIMCO Funds I2: RiverNorth Funds: StckIdx 47.46 1.09 16.7 49.2 TgtRe2040 n 37.76 0.63 11.1 27.2 CorePlusBdIS 9.43 NA NA NA
ActiveAllA 12.87 0.21 8.2 21.3 MtgBckd 10.01 -0.06 2.4 -6.9 BeacnZ 15.46 0.31 7.6 38.6 ComPLUSStrtgyFd 6.25 NA NA NA RNDLIncomeI 8.48 NA NA NA VANGUARD ADMIRAL: TgtRe2045 n 25.54 0.48 11.9 31.4 ManagedMuniA 14.85 NA NA NA
CapApprA p 59.10 1.23 24.6 31.2 ShtDurBnd 10.48 -0.04 1.5 -1.0 GlbDiscA 29.32 0.58 10.9 53.4 Income 10.41 -0.03 3.7 5.3 Russell Funds S: 400MCpIdxInst353.13 13.56 8.8 53.5 TgtRe2050 n 42.47 0.83 12.4 32.1 SMAShCrPlCp n 6.40 -0.02 5.4 -16.9
Chart 17.17 0.41 17.0 42.5 SmCap 53.16 2.32 5.8 36.0 GlbDiscz 30.18 0.59 11.1 54.6 IntlBdUSH 9.49 -0.01 3.5 -4.6 StratBd 9.19 NA NA NA 500Adml n 410.56 7.92 16.9 50.3 TgtRe2060 n 43.64 0.86 12.4 32.2 SmashSerM n 7.73 NA NA NA
CmstA 27.27 0.73 4.0 74.5 USEquity 19.83 0.32 16.7 51.3 QuestZ 13.09 0.21 0.9 21.8 InvstGrCrBd 8.74 NA NA NA TaxExBd 21.84 NA NA NA BalAdml n 43.20 0.62 10.5 20.8 TgtRet2055 n 47.38 0.93 12.4 32.2 Wm Blair Funds Cl I:
DevMktA 39.49 0.27 11.0 -1.2 ValAdv 35.30 1.06 1.7 55.1 SharesZ 24.11 0.58 5.5 41.2 LowDurInc 7.83 -0.01 3.5 7.2 TxMngUSLgCp 64.70 NA NA NA CAITAdml n 11.22 -0.01 2.1 -1.4 TgtRetInc n 12.81 -0.01 5.6 5.2 SmMidI r 28.97 1.08 11.8 22.9
D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA
DJ Half-Hourly Averages Trading Diary

The Dow Jones Averages Dow Jones 30 Industrial (divisor: 0.15172752595384)
Daily
Open (t)
Open (a)
10:00
Jun 26
33755.64
33730.79
33740.95
27
33731.72
33739.03
33768.73
28
33871.11
33881.38
33797.21
29
33846.33
33854.57
34001.01
30
34309.66
34269.92
34324.06
Market Advance/Decline Volumes
Daily
NY Up
NY Off
NY Up - Comp.
Jun 26 27 28
552,347 642,301 409,366 613,735 761,952
263,422 157,929 416,409 193,589 232,494
29
2,153,061 2,815,926 2,027,729 2,687,491 2,923,781

30
NY Off - Comp. 1,220,994 698,366 1,687,043 964,864 935,857

10:30 33706.86 33805.69 33792.36 34047.25 34379.73
NYSE Amer UP 3,897 2,535 4,312 5,202 4,800
Industrials 11:00
11:30
33690.39
33672.17
33847.58
33850.72
33762.58
33812.08
33982.10
34064.43
34337.87
34361.04
NYSE Amer Off
NASD Up
5,780 3,186 2,875 1,540 2,620
2,114,852 3,364,157 2,451,582 2,607,615 3,058,089
35200 12:00 33742.79 33857.84 33851.25 34084.42 34338.71 NASD Off 2,255,750 1,610,577 2,040,096 1,727,916 1,545,792
12:30 33767.38 33870.84 33886.84 34139.08 34382.75 NYSE Arca UP 136,370 153,631 115,480 129,336 235,064
Week's
Components Change 1:00 33769.11 33886.87 33797.46 34107.00 34406.92 NYSE Arca Off 65,310 69,235 126,954 123,474 41,244
1:30 33791.34 33920.54 33821.91 34102.38 34407.74 % (QCHA) +.29 +1.00 +.29 +.81 +1.08
3M -0.63 2:00 33738.87 33943.29 33809.19 34066.90 34431.27 % (QACH) +.67 –.32 +.28 +.74 +1.24
American Express 6.13 34600 2:30 33726.24 33962.35 33816.30 34067.85 34451.12 % (QCHAQ) –.41 +.63 +.33 +.65 +.78
Amgen -5.09 3:00 33791.20 33947.10 33808.13 34073.84 34452.84 Market Advance/Decline Totals
Apple 7.29 3:30 33804.68 33958.10 33791.88 34103.32 34455.51 NYSE NYSE
Boeing 5.75 Close 33714.71 33926.74 33852.66 34122.42 34407.60 Weekly Comp. NYSE Amer Nasdaq Arca
Caterpillar 11.61 34000 High (t) 34035.02 34083.80 34062.94 34254.53 34577.51 Total Issues 3,166 350 4,997 1,987
Chevron 6.00 Low (t) 33422.68 33596.18 33573.01 33705.42 34138.40 Advances 2,487 198 2,958 1,589
Cisco Systems 1.41 Declines 637 139 1,916 377
High (a) 33819.49 33975.65 33903.76 34147.68 34467.35
Coca-Cola -0.98 Unchanged 42 13 123 21
Low (a) 33610.32 33730.39 33755.92 33828.63 34269.92 New Highs 293 15 307 221
Disney 1.18 Change –12.72 +212.03 –74.08 +269.76 +285.18
Dow 1.90 33400 New Lows 94 27 364 51
Goldman Sachs 7.83 Week ended last Friday compared to previous Friday
Theoretical (t): High 34577.51 Low 33422.68
Home Depot 9.83 Actual (a): High 34467.35 Low 33610.32 NYSE Composite Daily Breadth
Honeywell International 7.41 Daily Jun 26 27 28 29 30
IBM 4.38 32800 Issues Traded 3,054 3,040 3,044 3,060 3,053
Intel 0.44 Dow Jones 20 Transport (divisor: 0.16343894576034) Advances 1,952 2,136 1,620 2,022 2,100
Johnson & Johnson 0.04 Open (t) 14689.83 14939.95 15291.15 15432.18 15582.94 Declines 999 807 1,320 941 855
JPMorgan Chase 6.59 Open (a) 14688.39 14924.38 15301.09 15410.53 15557.49 Unchanged 103 97 104 97 98
McDonald's 8.50 New Highs 58 107 115 149 225
Merck 0.79 32200 10:00 14861.85 15039.76 15322.50 15428.59 15484.16
New Lows 31 32 34 19 16
10:30 14845.28 15111.18 15347.84 15496.10 15500.55
Microsoft 5.52 Blocks - primary 3,713 3,989 3,938 4,082 4,474
11:00 14803.11 15159.56 15349.56 15451.82 15420.23
Nike Cl B 0.85 Total (000) - primary 823,094 809,603 830,972 816,323 1,008,736
11:30 14809.80 15268.30 15308.78 15470.50 15430.48 Total (000) 3,415,030 3,573,503 3,739,336 3,696,669 3,923,455
Procter & Gamble 3.28
12:00 14809.84 15306.76 15387.09 15464.23 15423.94
Salesforce 1.17 31600 12:30 14827.91 15334.51 15389.57 15484.77 15438.87
NYSE American Composite
Travelers -0.06 Daily Jun 26 27 28 29 30
1:00 14833.58 15295.13 15353.04 15501.75 15473.88
UnitedHealth Group 3.64
1:30 14873.57 15273.24 15337.65 15461.22 15486.61 Issues Traded 324 325 324 326 325
Verizon Communications 1.68 Advances 161 156 145 202 183
2:00 14916.49 15283.24 15374.46 15467.34 15486.21
Visa Cl A 7.93 Declines 140 147 161 110 131
Walgreens Boots Alliance -2.91 31000 2:30 14888.83 15274.31 15387.08 15446.82 15498.54
Unchanged 23 22 18 14 11
Walmart 1.72 January February March April May June 3:00 14928.65 15266.89 15377.13 15465.18 15534.48
New Highs 4 2 5 6 8
3:30 14947.45 15280.31 15375.94 15494.95 15543.10 New Lows 13 8 10 8 9
Close 14891.43 15293.11 15411.26 15518.82 15529.77 Blocks - primary 138 109 117 105 119
High (t) 14984.37 15395.90 15482.20 15602.34 15655.45 Total (000) - primary 10,116 6,964 7,986 6,910 8,345
Transportation Low (t)
High (a)
14677.74 14912.11 15199.90 15327.59
14952.15 15337.63 15415.70 15521.67
15346.07
15581.13
Total (000)
Nasdaq
120,408 97,486 133,917 99,957 101,058
15975 Low (a) 14681.23 14924.38 15263.75 15410.53 15386.66

Daily Jun 26 27 28 29 30
Week's Change +203.56 +401.68 +118.15 +107.56 +10.95
Components Change Issues Traded 4,591 4,573 4,558 4,594 4,538
15650 Theoretical (t): High 15655.45 Low 14677.74 Advances 2,041 2,663 2,293 2,602 2,583
Alaska Air Group 3.93 Actual (a): High 15581.13 Low 14681.23 Declines 2,358 1,737 2,071 1,777 1,752
American Airlines Group 1.68 Unchanged 192 173 194 215 203
Avis Budget Group 4.86
15325 New Highs 58 87 86 110 168
CH Robinson Worldwide 3.90 Dow Jones 15 Utilities (divisor: 1.27924906167720) New Lows 170 168 126 120 76
Blocks - primary 26,994 34,454 29,795 29,303 28,844
CSX 1.36 15000 Open (t) 904.40 909.96 910.24 889.90 898.79 Total (000) 4,430,600 5,053,666 4,533,271 4,388,141 4,661,128
Delta Air 4.68
Open (a) 903.91 909.17 910.77 890.02 897.65
Expeditors Intl of Wash 6.68 NYSE Arca Composite
FedEx 15.56 14675 10:00 903.54 908.62 902.60 894.79 901.50
Daily Jun 26 27 28 29 30
10:30 901.67 909.12 901.42 894.42 901.06
JB Hunt Transport 5.85 Issues Traded 1,757 1,738 1,743 1,754 1,782
11:00 900.97 909.85 898.66 896.65 899.17
JetBlue Airways 0.92 14350 11:30 902.36 910.55 901.96 897.41 899.12 Advances 1,125 1,333 913 991 1,622
Kirby Corp 4.10 Declines 607 387 797 744 149
Landstar System 6.55 12:00 907.31 908.02 900.19 900.34 898.48
Unchanged 25 18 33 19 11
Matson 3.69 14025 12:30 908.90 909.29 898.80 900.10 899.09 New Highs 6 18 24 34 170
Norfolk Southern 8.76 1:00 912.72 909.64 899.41 901.12 901.23 New Lows 12 13 17 10 16
Old Dominion Freight 43.12 1:30 911.14 909.42 897.95 900.59 902.19 Blocks - primary 841 954 1,112 1,226 1,263
13700 2:00 910.14 909.88 895.65 900.44 903.24 Total (000) - primary 203,725 223,471 248,080 257,246 276,907
Ryder System 2.77
Southwest Airlines 2.28 2:30 909.15 911.38 896.68 897.97 904.26 Total (000) 1,151,356 1,244,744 1,297,414 1,306,263 1,430,697
13375 3:00 908.75 910.04 897.11 898.32 907.05
Union Pacific
United Airlines
4.73
2.22 3:30
Close
907.47
908.03
911.20
910.67
896.76
896.55
898.76
896.92
906.36
906.66
Other Market Indexes
United Parcel Service B 9.96
13050 High (t) 914.54 915.05 910.63 902.68 908.73
Daily 6/26 6/27 6/28 6/29 6/30
January February March April May June Low (t) 896.51 903.60 893.33 887.08 895.65 NYSE Amer Comp4087.70 4104.65 4123.31 4155.60 4182.48
High (a) 912.74 912.80 910.77 902.07 907.54 AmMajorMkt 3104.76 3122.42 3131.00 3160.10 3193.89
Utilities Low (a)

Change
899.16
+5.57
907.00
+2.64
894.43
–14.12
888.09
+.37
897.44
+9.74
BNY ADR Idx
Europe
152.17
147.49
153.57 152.98 153.17
148.50 148.23 148.53
154.54
150.64
1040 Latin Am 207.55 207.01 203.68 205.53 205.89
Theoretical (t): High 915.05 Low 887.08 Asia 173.93 176.70 175.84 175.58 175.82
Week's
Change Actual (a): High 912.80 Low 888.09 Emerg M 293.22 297.17 293.21 292.51 293.11
Components
DJ US TSM Float43152.66 43680.75 43696.43 43909.34 44411.47
AES 0.30 Nasdaq Cmp 13335.78 13555.67 13591.75 13591.33 13787.92
American Elec Power 0.71 1000 Dow Jones 65 Composite (divisor: 0.77130165331605)
100 Index 14689.02 14945.91 14964.57 14939.95 15179.21
American Water Works -3.01 Indus. 8870.70 9012.17 9042.46 9046.73 9172.85
Open (t) 11253.06 11310.58 11412.89 11404.15 11541.98 Insur. 11338.89 11401.00 11354.91 11491.80 11600.51
Atmos Energy 1.92
Open (a) 11247.05 11307.40 11417.88 11401.39 11526.89 Banks 2956.99 2984.63 2979.33 3026.83 2999.38
Consolidated Edison -0.34
10:00 11283.12 11338.90 11403.28 11451.37 11532.48 Computer 11199.25 11423.06 11441.18 11424.46 11622.03
Dominion Energy -0.03
Duke Energy 0.02 960 10:30 11269.05 11362.94 11391.26 11465.51 11535.95 Telecom 386.66 394.00 395.24 396.57 400.19
11:00 11263.98 11394.26 11382.41 11449.18 11518.89 NYSE Comp.-z 15518.74 15646.68 15617.36 15737.38 15875.91
Edison International 1.69
11:30 11264.77 11406.31 11399.46 11462.96 11518.09 Financial-z 8636.60 8728.12 8716.77 8837.13 8907.96
Exelon 0.87 Health Care-z23056.34 23039.31 22951.85 23100.59 23378.02
FirstEnergy 0.39 12:00 11290.31 11410.74 11407.71 11477.17 11516.89
Energy-z 12246.17 12226.15 12301.68 12426.41 12504.78
12:30 11300.37 11412.45 11421.41 11495.43 11532.39
NextEra Energy 0.03 920 1:00 11304.55 11410.63 11392.38 11484.93 11542.83
Russell 1000 2368.73 2397.38 2397.79 2408.35 2436.93
Public Svc Enterprise 1.11 2000 1823.26 1849.93 1858.71 1881.59 1888.73
Sempra 1.84 1:30 11316.17 11420.41 11401.58 11481.62 11551.28 3000 2482.06 2512.43 2513.48 2525.64 2554.49
Southern -0.20 2:00 11303.73 11426.58 11396.05 11464.79 11553.86 Value-v 1519.74 1532.67 1530.45 1542.35 1555.64
Xcel Energy 0.07 2:30 11301.38 11428.63 11399.87 11468.72 11565.73 Growth-v 2680.52 2721.67 2726.09 2729.87 2770.26
880 3:00 11317.87 11425.08 11394.01 11471.71 11573.82 MidCap 2827.32 2870.32 2872.08 2892.59 2919.27
3:30 11317.32 11436.14 11393.96 11483.80 11577.46 S&P 100 Index 2017.10 2039.93 2040.81 2047.41 2074.49
Close 11293.75 11424.95 11411.99 11488.48 11563.04 500 4328.82 4378.41 4376.86 4396.44 4450.38
High (t) 11387.24 11484.90 11491.74 11541.70 11626.53 Ind. 6205.90 6282.00 6282.89 6299.40 6382.04
Low (t) 11171.91 11267.46 11306.86 11349.59 11452.90 MidCap 2534.51 2575.33 2575.00 2605.36 2622.34
840 High (a) 11323.27 11437.85 11426.01 11499.01 11581.74 SmallCap 1173.39 1193.92 1195.28 1214.95 1216.35
January February March April May June Low (a) 11239.31 11306.88 11378.51 11394.58 11497.54 Value Line(A) 9081.84 9217.46 9221.00 9317.05 9381.35
Value Line(G) 554.54 562.71 562.85 568.62 572.50
Note: Theoretical highs and lows are shown. A red chart indicates a lower price than the starting period. Green means it's higher than the starting period. Change +49.87 +131.20 –12.96 +76.49 +74.56
DJ US Small TSM12555.45 12762.85 12812.47 12963.41 13028.31
Theoretical (t): High 11626.53 Low 11171.91 (A)-Arithmetic Index. (G)-Geometric Index.
Actual (a): High 11581.74 Low 11239.31 (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec. 31,2002=5000.
The Week In Stocks For the Major Indexes

12-Month Weekly Friday Weekly 12-Month Change From
Indexes’ P/Es & Yields
DJ latest 52-week earnings and dividends adjusted by Dow Divisors
Stock Volume
at Friday's close. S&P Dec. 4-quarter's GAAP earnings as reported Last Week Prev. Week Year Ago YOY % Chg
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/30 % Chg. and indicated dividends based on Friday close.S&P 500 P/E ratios
based on GAAP earnings as reported. For additional earnings NYSE(a) 4,288,729 5,391,374 4,973,974 -13.78
Dow Jones Indexes series, please refer to www.spglobal.com. DJ latest available book 30 Dow Inds (b) 1,465,105 1,332,108 1,643,192 -10.84
34589.77 28725.51 30 Indus 34407.60 33714.71 34407.60 680.17 2.02 3310.34 10.65 1260.35 3.80 values for FY 2021 and 2020, and S&P latest for 2022 and 2021. r- 20 Dow Trans (b) 478,594 372,548 527,507 -9.27
15640.70 11999.40 20 Transp 15529.77 14891.43 15529.77 841.90 5.73 2240.34 16.86 2137.86 15.96 Revised data 15 Dow Utils (b) 235,420 209,207 235,448 -0.01
1061.77 838.99 15 Utilities 910.67 896.55 906.66 4.20 0.47 –85.97 –8.66 –60.74 –6.28 65 Dow Stks (b) 2,179,119 1,913,863 2,406,147 -9.44
NYSE American (a) 40,322 199,981 72,384 -44.29
11689.14 9679.49 65 Comp 11563.04 11293.75 11563.04 319.16 2.84 983.34 9.29 600.21 5.47 Last Week Prev. Week Last Year Nasdaq(d) 23,066,806 22,666,423 26,417,281 -12.68
Dow Jones Indexes
44411.47 36056.21 US TSM Float 44411.47 43152.66 44411.47 1106.66 2.56 6010.53 15.65 5890.87 15.29 DJ Ind Avg 34407.60 33727.43 31097.26 NYSE 15 Most Active
1085.57 876.95 US Market 1085.57 1055.16 1085.57 26.50 2.50 149.95 16.03 147.74 15.75 P/E Ratio 22.47 21.99 17.92 Average Price 19.97 12.95 16.85 18.52
Earns Yield % 4.45 4.55 5.58 % Tot Vol 16.17 14.96 14.84 8.96
749.88 528.30 Internet 743.27 718.82 743.27 15.75 2.16 153.00 25.92 182.54 32.55 Stock Offerings $(z,v) 2,887,300 r569,300 322,400 795.56
New York Stock Exchange Earns $ 1531.10 1533.93 1735.10
Divs Yield % 2.07 2.11 2.12
16122.58 13472.18 Comp-z 15875.91 15518.74 15875.91 406.57 2.63 1239.16 8.47 691.60 4.55 Daily Stock Volume 6/26 6/27 6/28 6/29 6/30
Divs $ 712.65 712.65 660.79
9504.73 7655.99 Financial-z 8907.96 8636.60 8907.96 304.17 3.54 483.92 5.74 239.19 2.76 NYSE(a) 823,094 809,603 830,972 816,323 1,008,736
Mkt to Book 4.63 4.53 4.75
23941.25 20936.55 Health Care-z 23378.02 22951.85 23378.02 173.19 0.75 502.97 2.20 –61.82 –0.26 30 Inds (b) 267,559.2 296,261.9 268,052.5 279,942.6 353,289.1
Book Value $ 7439.45 7439.45 6543.35 20 Trans (b) 77,754.4 133,622.3 96,139.7 85,018.4 86,058.9
13795.63 10452.57 Energy-z 12504.78 12226.15 12504.78 469.26 3.90 1160.65 10.23 –547.11 –4.19
DJ Trans Avg 15529.77 14687.87 13289.43 15 Utils (b) 43,962.5 48,502.1 47,840.9 43,998.9 51,115.4
NYSE American Stock Exchange
P/E Ratio 12.37 11.70 13.61 65 Stks (b) 389,276.1 478,386.4 412,033.1 408,959.9 490,463.4
4688.00 3582.25 NYSE Amer Comp 4182.48 4087.70 4182.48 143.83 3.56 293.04 7.53 47.15 1.14 Earns Yield % 8.08 8.55 7.35 NYSE Amer(a) 10,116 6,964 7,986 6,910 8,345
3193.89 2510.61 Major Mkt 3193.89 3104.76 3193.89 81.45 2.62 458.33 16.75 255.86 8.71 Earns $ 1255.21 1255.21 976.39 Nasd(d) 4,430,600 5,053,666 4,533,271 4,388,141 4,661,128
Standard & Poor's Indexes Divs Yield % 1.32 1.39 1.32 NYSE 15 Most Active
2074.49 1615.09 100 Index 2074.49 2017.10 2074.49 38.65 1.90 331.36 19.01 365.32 21.37 Divs $ 204.60 204.60 174.90 Avg. Price 17.12 21.48 20.30 16.85 16.56
4450.38 3577.03 500 Index 4450.38 4328.82 4450.38 102.05 2.35 625.05 16.34 610.88 15.91 Mkt to Book 4.83 4.57 4.49 % Tot Vol 16.91 15.70 16.67 18.40 17.02
6382.04 4996.32 Indus 6382.04 6205.90 6382.04 135.69 2.17 1069.59 20.13 1069.73 20.14 Book Value $ 3214.72 3214.72 2957.33 Numbers in thousands save price and percentages. (a) Primary volume. (b) Composite volume. (d) as of 4:10 pm.
2726.61 2203.53 MidCap 2622.34 2534.51 2622.34 107.40 4.27 326.45 14.22 191.96 7.90 DJ Utility Avg 906.66 902.46 992.63 (r) Revised. (v) W/E Thursday. (z) Source: Refinitiv.
1315.82 1064.45 SmallCap 1216.35 1173.39 1216.35 50.03 4.29 77.84 6.84 58.82 5.08 P/E Ratio 21.97 21.87 28.67
Nasdaq Stock Market Earns Yield % 4.55 4.57 3.49
13787.92 10213.29 Comp 13787.92 13335.78 13787.92 295.41 2.19 2660.08 23.90 3321.44 31.73 Earns $ 41.27 41.27 34.62
15185.48 10679.34
9741.81 7178.71
100 Index
Indus
15179.21
9172.85
14689.02
8870.70
15179.21
9172.85
287.73
192.71
1.93
2.15
3593.53
1177.43
31.02
14.73
4239.45
1825.18
38.75
24.84
Divs Yield %
Divs $
3.33
30.17
3.34
30.17
2.91
28.90
NYSE HALF-HOURLY VOLUME
12643.69 9747.36 Insur 11600.51 11338.89 11600.51 242.27 2.13 1201.47 11.55 –41.38 –0.36 Mkt to Book 2.08 2.07 2.53 Daily 6/26 6/27 6/28 6/29 6/30
4613.89 2658.90 Banks 3026.83 2956.99 2999.38 61.64 2.10 –1049.26 –25.92 –1045.57 –25.85 Book Value $ 435.47 435.47 392.45
11649.81 7416.59 Computer 11622.03 11199.25 11622.03 255.98 2.25 3148.80 37.16 3815.07 48.87 S&P 500 Index 4450.38 4348.33 3825.33 9:30-10:00 80,935 79,732 86,930 99,300 91,200
416.94 329.24 Telecom 400.19 386.66 400.19 16.81 4.38 6.97 1.77 28.74 7.74 P/E Ratio 25.76 25.17 19.33 10:00-10:30 35,793 38,528 39,147 42,865 36,444
Russell Indexes Earns Yield % 3.88 3.97 5.17 10:30-11:00 29,192 34,070 36,336 34,693 37,466
2436.93 1969.25 1000 2436.93 2368.73 2436.93 59.08 2.48 337.39 16.07 331.03 15.72 Earns $ 172.75 172.75 197.87
11:00-11:30 31,770 28,782 32,034 28,254 29,556
2021.35 1655.88 2000 1888.73 1823.26 1888.73 67.10 3.68 160.98 9.32 127.49 7.24 Divs Yield % 1.57 1.61 1.72
Divs $ 69.87 70.01 65.80 11:30-12:00 26,033 26,334 26,045 26,663 25,136
2554.49 2076.07 3000 2554.49 2482.06 2554.49 63.50 2.55 346.22 15.68 337.34 15.22
1592.73 1339.62 Value-v 1555.64 1519.74 1555.64 42.88 2.83 110.00 7.61 58.52 3.91 Mkt to Book 4.34 4.24 3.79 12:00-12:30 26,890 24,342 24,499 27,105 21,267
2770.26 2082.30 Growth-v 2770.26 2680.52 2770.26 58.90 2.17 546.22 24.56 612.08 28.36 Book Value $ 1024.56 1024.56 1008.02 12:30-1:00 23,209 24,124 26,124 23,813 20,170
3001.83 2481.47 MidCap 2919.27 2827.32 2919.27 108.36 3.85 299.06 11.41 218.59 8.09 S&P Ind Index 6382.04 6246.35 5312.45
1:00-1:30 20,331 23,051 21,143 20,867 20,591
Others P/E Ratio 27.49 26.90 22.11
Earns Yield % 3.64 3.72 4.52 1:30-2:00 21,028 22,354 22,324 23,252 19,519
9697.62 7679.59 Value Line-a 9381.35 9081.84 9381.35 353.70 3.92 1233.68 15.14 851.32 9.98
Earns $ 232.18 232.18 240.29 2:00-2:30 20,561 22,066 22,968 23,536 22,992
606.49 491.56 Value Line-g 572.50 554.54 572.50 21.18 3.84 42.01 7.92 36.15 6.74
13782.03 11195.10 DJ US Small TSM 13028.31 12555.45 13028.31 515.00 4.12 1284.90 10.94 977.20 8.11 Divs Yield % 1.39 1.42 1.55 2:30-3:00 22,328 24,180 23,943 22,928 24,160
938.01 760.10 Barron's Future Focus 938.01 913.32 938.01 23.40 2.56 137.97 17.25 125.84 15.49 Divs $ 88.71 88.70 82.34 3:00-3:30 26,639 31,977 31,457 28,449 29,146
Mkt to Book 5.82 5.70 5.10
1023.20 825.73 Barron's 400 980.20 947.34 980.20 36.25 3.84 111.30 12.81 59.80 6.50 3:30-4:00 458,385 430,066 438,022 414,599 631,091
Book Value $ 1095.83 1095.83 1042.07
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec. 31,1965=50 z-Dec. 31,2002=5000
Selected IPOs
U.S. Dollar Index vs Euro and Yen Per Share Values of Stocks Alliance Entertainment
Ticker
AENT
Initial Offer Price
3.00
IPO Date
6/30
Recent Price
2.55
%Chg
-15.0%
Intensity Therapeutics INTS 5.00 6/30 5.96 19.2%
Buck, Buck No. 1: Fed Chairman Powell met with central bankers from around the world, and he refused
to rule out further interest rate hikes in fighting inflation. Other bankers concurred. Treasury yields didn’t In the Dow Jones Averages Vesta Real Estate
Fidelis Insurance
VTMX
FIHL
31.00
14.00
6/30
6/29
32.22
13.65
3.9%
-2.5%
Kodiak Gas Services KGS 16.00 6/29 16.24 1.5%
move much, but the dollar edged up—leaving the ICE U.S. Dollar Index a sliver higher for the week, at 102.92. This is a list of the Dow Jones trailing 52-week diluted share
Savers Value Village SVV 18.00 6/29 23.70 31.7%
earnings, dividends and book values as reported by the company.
10 Bolded numbers indicate new values. Sources Barron's Stats and GEN Restaurant Group GENK 12.00 6/28 16.99 41.6%
FactSet.
EURO in $ Industrial Stocks
s
5
Book Book
Investor Sentiment Readings New Listings
Earns Divs. Value Earns Divs. Value
NYSE
Am Exp 9.51 2.16 29.14 Johnson&John 4.78 4.58 28.16 High bullish readings in the Consensus stock index or in the Market
Vane stock index usually are signs of Market tops; low ones, market Fidelis Insurance (FIHL)
Amgen 14.71 8.14 12.00 JPMorgChase 13.55 4.00 88.07 bottoms.
Apple 5.89 0.93 3.84 McDonalds 9.44 5.94 (6.17) Kodiak Gas Service (KGS)
0 Boeing (6.92) Nil (25.47) Merck Co 5.12 2.88 15.11
Last Week 2 Weeks Ago 3 Weeks Ago
Savers Value Village (SVV)
Caterpillar 13.53 4.80 30.76 Microsoft 9.23 2.66 22.31 Consensus Index Vesta Real Estate (VTMX)
Chevron Corp 18.52 5.86 72.06 Nike Inc 3.23 1.325 9.73
s Cisco Sys 2.78 1.53 9.79 Proc Gam 5.11 3.6806 19.11
Nasdaq
s Consensus Bullish Sentiment 60% 59% 56%
-5 Coca Cola 2.28 1.80 5.32 3M Co 9.65 5.98 26.31 Alliance Ent (AENT)
DXY (102.92)
YEN in $ Disney Walt 1.82 Nil 48.71 Salesforce.com 0.38 0.00 58.78 AAII Index GEN Restaurant (GENK)
Dow 4.00 2.80 24.71 Travelers Cos 11.73 3.79 119.76
Intensity Therapeutics (INTS)
Goldman Sachs 28.09 10.00 297.50 UnitedHealthGrp 21.87 6.83 76.26 Bullish 41.9% 42.9% 45.2%
-10 Home Depot 16.41 7.98 (1.64) Verizon 5.14 2.5975 19.48
Bearish 27.5 27.8 22.7
J A S O N D J F M A M J
Honeywell
IBM
7.70 4.07 27.12
7.15 6.61 21.05
Visa
Walgreens (3.84)
7.54 1.725 16.32
1.98 27.06 Neutral 30.6 29.4 32.1
Trading
Source: Tullett Prebon Intel (0.68) 1.22 23.44 Wal-mart 4.16 2.26 30.15
Market Vane Suspended
Transportation Stocks NYSE & NYSE American
Bullish Consensus 47% 47% 47%
None
AlaskaAirGroup 0.46 Nil 30.19 Kirby Corp 2.42 Nil 48.02 TIM Group Market Sentiment Nasdaq
Distributions & Offerings
Secondary Distributions of common stocks
144 Filings AmericanAirlines 2.53
AvisBudgetGrp 55.20
Nil (11.33)
Nil (3.93)
Landstar Sys
Matson Inc
10.58
19.42
1.20 22.87
1.24 40.67 Indicator 46.4% 37.7% 44.9%
BELLUS Health (BLU)
CTI BioPharma (CTIC)
C.H. Robinson 6.21 2.33 15.65 Norf Southern 13.01 5.18 56.80 HEXO (HEXO)
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to Sources: Consensus Inc.; American Association of INDUS Realty Trust (INDT)
Alliance Entertainment 1,335,000 $3.00 $4,005,000 CSX Corp 2.03 0.42 6.13 Old Dominion 12.16 1.40 32.00
sell shares. Shares Indicated: the number to be sold. Sales Date: the approximate date of the sale. OncoSec Medical (ONCS)
AST SpaceMobile 12,500,000 $4.75 $59,400,000 (Sometimes shares aren't sold, even though their owner has filed a Form144.) Source: Thomson Delta Air Lines 2.95 Nil 6.07 Ryder Sys 16.65 2.48 52.02 Individual Investors; Market Vane; TIM Group
Expeditors Int'l 7.64 1.36 20.90 Southwest Air 1.00 Nil 17.59 Qualtrics International (XM)
Axsome Therapeutics 3,000,000 $75.00 $225,000,000 Reuters
Black Diamond Therapeutics 1,500,000 $5.00 $7,500,000 FedEx 15.50 4.71 95.98 Un Pacific 11.32 5.20 22.17
CorMedix 10,000,625 $4.00 $39,999,999
Company Sym
Shares
Indicated $ Value
Sale
Date Seller Title
Hunt (JB) 8.80 1.64 29.67 UPS 12.36 6.28 16.38
Name
Corporacion Inmobiliaria Vesta SAB 125,000,000 $31.00 $387,500,000 JetBlue Air (0.91) Nil 12.03 United Airlines 5.82 Nil 15.53
Arms Index
MoonLake Immunotherapeutics 8,000,000
Nextracker 18,150,000
$50.00 $400,000,000
$36.50 $662,475,000
C3.Ai
Samsara
AI
IOT
948,883 35,526,179 6/23/23
902,950 23,091,411 6/27/23
Behzadi, Houman
Bicket, John
FO
H Utility Stocks The Arms index, also known as the short term trading index,
is a number derived by dividing one quotient into another
Changes
NYSE
Source: Dealogic LLC, New York City; (212) 577-4400. Samsara IOT 898,000 22,962,398 6/27/23 Biswas, Sanjit H quotient. The numerator in the index is the number of
advancing stocks divided by the number of declining stocks. None
Coming U.S. Auctions Information Services
C3.Ai
III
AI
700,000 3,997,000 6/22/23
457,585 15,082,825 6/27/23
Connors, Michael
Abbo, Edward
H
O
AES Corp. (0.29) 0.6478 2.96
Am Elec 3.87 3.27 44.49
Exelon
FirstEnergy
2.25 1.395 35.13
0.57 1.56 15.21
As of 3/14/11, the denominator in the index is now the
composite volume of advancing stocks divided by the
composite volume of declining stocks.
NYSE American
AmericanWaterWorks 4.55 2.6725 40.18 NextEra Energy 3.36 1.785 18.95 Kartoon Studios (TOON),
Yields (%) Credo Technology CRDO 280,000 5,000,800 6/27/23 Brennan, William O Atmos Energy 5.82 2.90 59.71 Xcel Energy 3.23 2.015 28.70 formerly Genius Brands
Daily 6/26 6/27 6/28 6/29 6/30
Monday When Issued* Last Auction Best Buy BBY 250,000 20,700,000 6/27/23 Schulze, Richard SH Con Ed 7.04 3.20 56.60 Pub Sv Ent 4.64 2.22 28.65 International (GNUS)
Best Buy BBY 200,000 16,500,000 6/27/23 Schulze, Richard SH DominionEnergy 1.43 2.67 31.51 Sempra Energy 7.76 4.625 79.17 Nasdaq
$65.0 bil 3-month 5.320 5.180 NYSE 1.11 .66 1.02 .77 .79
$58.0 bil 6-month 5.452 5.215 Duke Energy 3.25 4.02 61.55 Southn Co. 3.11 2.74 25.36 PHAXIAM Therapeutics
Alphatec ATEC 170,716 3,038,745 6/27/23 Hunsaker, Craig O NYSE American .96 1.53 .47 .63 .92
Edison Int'l 2.20 2.875 36.57 (PHXM), formerly Erytech
* As of Friday afternoon. Pinterest PINS 150,000 3,973,635 6/27/23 Sciarra, Paul AF Nasdaq .92 .73 .92 .97 .75 Pharma (ERYP)
Dow Jones U.S. Total Market Industry Groups CBOE Put / Call Ratio Foreign Exchange
Foreign
Currency
Foreign
Currency
U.S. $ in
Foreign
U.S. $ in
Foreign
Net Change % Change and Ranking 52 Week

vs. S&P 100 Country
in U.S.$
Fri.
in U.S.$
Last Fri.
Currency
Fri.
Currency
Last Fri.
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Readings in the CBOE equity put-call ratio of 60:100 and in the Argentina (Peso)-y .0039 .0040 256.7168 252.9438
S&P 100 of 125:100 are considered bullish, for instance. Bearish Australia (Dollar) .6662 .6681 1.5011 1.4968
Trucking DJUSTK 1587.24 + 133.12 303.48 +9.15 [1] +31.85 [25] +23.64 [18] +18.75 1,587.24 1,181.15 signals flash when the equity put-call level reaches the vicinity of Bahrain (Dinar) 2.6529 2.6529 .3769 .3769
Durable Hshld Pdts DJUSHD 162.68 + 12.15 11.29 +8.07 [2] –18.64 [133] +7.46 [65] –8.41 216.55 135.58 30:100 and the index ratio hits 75:100. Brazil (Real) .2089 .2089 4.7876 4.7871
Airlines DJUSAR 186.23 + 13.10 45.11 +7.57 [3] +32.25 [23] +31.97 [13] +10.22 187.12 126.96 Bulgaria (Lev) .5581 .5569 1.7917 1.7956
Steel DJUSST 559.12 + 30.59 85.94 +5.79 [4] +49.43 [5] +18.16 [28] +47.04 632.49 364.57 S&P 100 CBOE Canada (Dollar) .7549 .7585 1.3247 1.3183
Real Estate Services DJUSES 258.12 + 13.97 36.13 +5.72 [5] +24.86 [32] +16.27 [33] +7.48 258.12 201.93 Chile (Peso) .001248 .001244 801.47 803.55
China (Renminbi) .1379 .1393 7.2535 7.1799
Real Estate Investmt & Svcs DJUSRH 545.24 + 29.25 74.31 +5.67 [6] +24.50 [34] +15.78 [35] +7.72 545.24 425.59 13.25 1.55 Colombia (Peso) .0002399 .0002413 4168.00 4144.55
Pipelines DJUSPL 658.98 + 34.76 –27.51 +5.57 [7] +3.74 [92] –4.01 [112] +14.48 736.99 595.88 Czech. Rep. (Koruna) …… .. …… .. …… .. …… ..
Oil Equip, Svcs & Distri DJUSOQ 361.03 + 18.68 –21.85 +5.46 [8] +12.14 [71] –5.71 [117] +23.55 406.24 283.75 Commercial rate .04592 .04604 21.776 21.722
Oil Equipment & Svcs DJUSOI 275.49 + 14.03 –20.94 +5.37 [9] +20.08 [44] –7.06 [119] +33.81 321.92 189.69 Denmark (Krone) .1466 .1463 6.8227 6.8355
Furnishings DJUSFH 330.73 + 16.83 14.63 +5.36 [10] +9.05 [79] +4.63 [74] +8.54 393.70 271.14 10.65 1.35 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Recreational Products DJUSRP 542.65 + 27.34 93.30 +5.31 [11] +14.39 [61] +20.76 [24] +7.37 591.73 418.43 Egypt (Pound)-y .0324 .0324 30.8938 30.8964
Recreational Svcs DJUSRQ 99.42 + 4.93 38.74 +5.22 [12] +70.30 [2] +63.85 [3] +15.61 99.84 54.07 Hong Kong (Dollar) .1276 .1277 7.8366 7.8302
Delivery Svcs DJUSAF 1463.16 + 70.72 158.00 +5.08 [13] +1.82 [105] +12.11 [44] +18.72 1,588.81 1,172.21 Hungary (Forint) .002927 .002944 341.69 339.67
Hotels DJUSLG 2753.06 + 126.50 338.69 +4.82 [14] +24.83 [33] +14.03 [37] +23.59 2,883.92 2,153.86
8.05 1.15 Iceland (Krona) .007338 .007315 136.27 136.70
India (Rupee) .01218 .01220 82.096 81.958
Industrial & Office REITs DJUSIO 105.72 + 4.84 .13 +4.80 [15] –7.52 [123] +.13 [95] +1.22 129.03 95.41
Indonesia (Rupiah) .0000665 .0000665 15040 15045
Industrial Transportation DJUSIT 1577.51 + 71.74 122.66 +4.76 [16] +6.74 [86] +8.43 [59] +14.56 1,682.96 1,303.18 Israel (Shekel) .2696 .2757 3.7095 3.6277
Auto Parts DJUSAT 509.46 + 23.01 34.36 +4.73 [17] +16.10 [55] +7.23 [66] +9.76 568.96 412.31 5.45 0.95 Japan (Yen) .006929 .006958 144.32 143.73
Retail REITs DJUSRL 84.73 + 3.79 –3.70 +4.69 [18] –.35 [110] –4.18 [113] +9.95 96.20 74.89 Kazakhstan (Tenge) .002218 .002230 450.86 448.45
Publishing DJUSPB 553.00 + 24.47 62.57 +4.63 [19] +31.80 [26] +12.76 [43] +10.23 584.13 411.89 Kuwait (Dinar) 3.2529 3.2521 .3074 .3075
Industrial Metals & Mining DJUSIM 478.88 + 20.58 44.21 +4.49 [20] +36.43 [14] +10.17 [52] +49.31 547.77 323.28 Macau (Pataca) .1238 .1239 8.0750 8.0690
2.85 0.75 Malaysia (Ringgit)-b .2142 .2138 4.6675 4.6765
Net Change % Change and Ranking 52 Week Mexico (Peso) …… .. …… .. …… .. …… ..
Floating rate .0584 .0582 17.1241 17.1766
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
New Zealand (Dollar) .6136 .6147 1.6297 1.6268
Home Construction DJUSHB 1910.16 + 25.55 576.79 +1.36 [97] +76.62 [1] +43.26 [8] +28.59 1,936.86 1,069.89 0.25 0.55 Norway (Krone) .0930 .0924 10.7582 10.8256
Recreational Svcs DJUSRQ 99.42 + 4.93 38.74 +5.22 [12] +70.30 [2] +63.85 [3] +15.61 99.84 54.07 Oman (Rial) 2.5974 2.5976 .3850 .3850
J A S O N D J F M A M J Pakistan (Rupee) .00349 .00349 286.500 286.500
Semiconductor DJUSSC 9508.30 + 101.37 3,666.35 +1.08 [103] +58.64 [3] +62.76 [4] +27.63 9,909.00 4,942.75
Source: CBOE Philippines (Peso) .01809 .01793 55.274 55.765
Travel & Tourism DJUSTT 744.98 + 1.40 222.17 +.19 [119] +49.81 [4] +42.50 [9] +10.56 759.66 468.89 Poland (Zloty) .2461 .2455 4.0635 4.0729
Steel DJUSST 559.12 + 30.59 85.94 +5.79 [4] +49.43 [5] +18.16 [28] +47.04 632.49 364.57 Qatar (Rial) .2744 .2747 3.6438 3.6404
Heavy Construction DJUSHV 1091.72 + 33.16 150.78 +3.13 [52] +49.36 [6] +16.03 [34] +41.21 1,094.20 739.28 Russia (Ruble)-a .01126 .01195 88.826 83.650
Gambling
Technology Hardware & Equip
DJUSCA
DJUSTQ
677.78
4681.59
+ 22.83
+ 65.35
149.57
1,537.57
+3.49
+1.42
[42]
[95]
+49.29
+42.99
[7]
[8]
+28.32
+48.90
[15]
[6]
+4.83
+25.85
705.13
4,720.30
434.04
2,996.31 Barron’s 50-Stock Average Saudi Arabia (Riyal)
Singapore (Dollar)
.2666
.7394
.2666
.7406
3.7510
1.3524
3.7508
1.3503
Industrial Suppliers DJUSDS 636.63 + 24.10 138.88 +3.93 [30] +39.34 [9] +27.90 [16] +21.44 636.63 442.88 South Africa (Rand) .0530 .0533 18.8599 18.7451
This index is a weighted average of 50 leading issues. Useful in secu- South Korea (Won) .0007597 .0007641 1316.30 1308.81
Industrial Machinery DJUSFE 1021.47 + 33.68 152.20 +3.41 [43] +39.22 [10] +17.51 [30] +17.87 1,021.47 720.17 rity valuation. Source: Barron's Stats
Industrial Engineering DJUSIQ 3324.25 + 106.09 295.77 +3.30 [48] +37.50 [11] +9.77 [54] +21.52 3,324.25 2,352.13 Sri Lanka (Rupee) .0032 .0032 308.0300 308.0300
Jun 29 Jun 22 June Yr-to-Yr Sweden (Krona) .0927 .0933 10.7876 10.7150
Apparel Retailers DJUSRA 1148.13 + 15.49 –30.26 +1.37 [96] +37.21 [12] –2.57 [104] +13.07 1,246.78 814.48
2023 2023 2022 % Chg Switzerland (Franc) 1.1164 1.1150 .8957 .8969
Construction & Materials DJUSCN 1336.89 + 54.76 237.67 +4.27 [26] +36.58 [13] +21.62 [22] +23.88 1,336.89 972.09 Taiwan (Dollar) .03209 .03225 31.161 31.004
Industrial Metals & Mining DJUSIM 478.88 + 20.58 44.21 +4.49 [20] +36.43 [14] +10.17 [52] +49.31 547.77 323.28 S&P 500 Index 4396.44 4381.89 3914.29 12.32 Thailand (Baht) .02834 .02838 35.280 35.240
Transportation Svcs DJUSTS 326.27 + 10.74 74.42 +3.40 [44] +36.05 [15] +29.55 [14] +21.14 328.70 203.43 Barron’s 50 Index 11709.61 11529.27 10678 9.66 Turkey (New Lira)-d .0384 .0396 26.0511 25.2375
Commercial Vehicles DJUSHR 3731.31 + 114.85 92.93 +3.18 [50] +35.67 [16] +2.55 [82] +25.84 3,898.31 2,650.92 Projected quarterly earn 164.23 164.23 135.25 21.42 Ukraine (Hryvnia) .0271 .0271 36.8500 36.9500
Travel & Leisure DJUSCG 1430.38 + 34.71 272.67 +2.49 [74] +35.43 [17] +23.55 [19] +13.93 1,430.38 1,041.65 U.K. (Pound) 1.2700 1.2714 .7874 .7865
Annualized projected earn 656.90 656.90 541.01 21.42 Uruguay (Peso) …… .. …… .. …… .. …… ..
Diversified Industrials DJUSID 599.54 + 14.64 73.28 +2.50 [73] +34.52 [18] +13.92 [38] +14.47 599.54 424.68
Bldg Materials & Fixtures DJUSBD 1672.05 + 71.72 309.42 +4.48 [22] +34.40 [19] +22.71 [20] +21.41 1,672.05 1,206.46 Annualized projected P/E 17.83 17.55 19.74 –9.68 Financial .02668 .02647 37.475 37.782
Five-year average earn 486.93 486.93 434.2 12.14 Euro 1.0913 1.0895 .9163 .9179
Computer Hardware DJUSCR 9363.44 + 145.27 2,861.29 +1.58 [92] +34.22 [20] +44.01 [7] +27.42 9,363.44 6,275.02
Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
Five-year average P/E 24.05 23.68 24.59 –2.21 British, and Japanese currencies. Source: International Monetary Fund.
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg column shows the change from previous 65-day moving a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
average. Volume figures do not reflect extended trading hours. Year-end earn 619.08 619.08 559.6 10.64 2005. y-floating rate.
Year-end P/E 18.91 18.62 19.08 –0.88
Year-end earns yield, % 5.29 5.37 5.2 0.71
Best grade bond yields, % 4.87 4.63 3.7 31.09 Money Rates
Delta Market Pulse of the Economy
Bond yields/stock ylds, %
Actual year-end divs
0.92 0.86 0.71
245.84 245.84 229.40
30.32
7.16
Latest Week Prev. Week Yr Ago
Discount Rate (NY) 5.25 5.25 1.75

Sentiment Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
Actual yr-end divs yld, % 2.10 2.13 2.15 –2.45
Prime Rate (base) 8.25 8.25 4.75
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg
Indicator Gross domestic product 1st Qtr 2.0 2.6 –1.6 1.80 Gasoline, (thous. bbls) June 23 222,005 221,402 221,608 0.18 Yearly High/Lows Nasdaq
Fed Funds Rate
Avg effective offer 5.08 5.09 1.59

Personal income, (bil. $) May 22,754.2 r22,662.9 21,573.6 5.47 Orders Avg weekly auction-c 5.07 5.08 1.58
The Delta MSI measures the The yearly Nasdaq Composite Index; with a high/low range based on
position of a representative set Personal Savings Rate, St.Louis Fed May 4.6 r4.3 3.4 35.29 Durable goods, (bil. $) May 288.2 r283.2 267.6 7.70 the daily close.
of stocks relative to an All fixed investment, (bil. $) 1st Qtr 3,512.0 3,516.0 3,628.6 –3.21 T-Bills Rate
intermediate-term moving Non–residential investment, (bil. $) Trade Year High Date Low Date
average crossover (MAC) point. 1st Qtr 2,993.3 2,988.8 2,915.0 2.69 13 weeks, Coupon Yield 5.336 5.284 1.782
When greater than 50% of the Residential investment, (bil. $) 1st Qtr 570.9 576.7 704.7 –18.99 Exports, (bil. $) 1st Qtr 2,628.4 2,579.6 2,436.9 7.86 2023 13787.92 June 30 10305.24 Jan 05 13 weeks, Auction Rate 5.180 5.130 1.750
stocks followed are above this Gross Output, (bil. $) All Industries 1st Qtr 36,577.3 36,331.3 35,862.8 1.99 Imports, (bil. $) 1st Qtr 3,836.8 3,818.2 3,925.6 –2.26 2022 15832.80 Jan 03 10213.29 Dec. 28 26 weeks, Coupon Yield 5.445 5.397 2.567
MAC point, the market is 2021 16057.44 Nov 19 12609.16 Mar. 08 26 weeks, Auction Rate 5.215 5.170 2.500
bullish. When the indicator is Production Inflation 2020 12899.42 Dec 28 6860.67 Mar. 23 Avg weekly auction-c 5.15 5.09 1.62
below 50%, risk is elevated and Broker Call Rate 7.00 7.00 3.50
stock exposures should be ECRI Industrial Price Index f June 30 111.23 112.61 145.15 –23.37 2019 9022.39 Dec 26 6463.50 Jan. 03
Electric power, (mil. kw hrs) (EEI) June 24 83,677 79,471 89,484 –6.49
reduced. Manager uses 2018 8109.69 Aug. 29 6192.92 Dec. 24 Bankers Acceptances
Petroleum, related capacity, % June 23 92.2 93.1 95.0 –2.95 Gross domestic product deflator 1st Qtr 4.1 3.9 8.3 –50.60
discretion on asset allocation 2017 6994.76 Dec. 18 5429.08 Jan. 03
when MSI is at 50% +/- 3%. Rotary rigs running, U.S. & Can., (Hughes) June 30 841 851 916 –8.19 2016 5487.44 Dec. 27 4266.84 Feb. 11 1 month 5.14 5.15 1.75
Employment
Steel, (thous. tons) June 24 1,758 1,743 1,750 0.46 2015 5218.86 July 20 4506.49 Aug. 25 2 months 5.25 5.28 2.05
Bullish
Steel, rated capacity, % (AISI) June 24 78.1 77.5 80.2 –2.62 Initial jobless claims (thous.) June 24 239 r265 213 12.21 2014 4806.91 Dec 29 3996.96 Feb. 03 3 months 5.43 5.48 2.25
Continuing claims (mil.) June 17 1.742 r1.761 1.340 30.00 2013 4176.59 Dec 31 3091.81 Jan. 08 6 months 5.55 5.60 2.95
Consumption and Distribution 2012 3183.95 Sept 14 2648.36 Jan. 04
Construction Libor Interbank Rate
Consumer spending, (bil. $) 2011 2873.54 Apr 29 2335.83 Oct. 03
May 18,266.4 r18,247.5 17,231.1 6.01
Current Sentiment Home Price Index S&P Case–Shiller – Comp. 10 (SA) Apr 320.87 r315.42 324.64 –1.16 2010 2671.48 Dec 22 2091.79 July 02 1 month 5.22 5.15 1.80
Durable goods (bil. $) May 282.7 r277.9 268.9 5.13 2009 2291.28 Dec 30 1268.64 Mar. 09 3 months 5.55 5.54 2.29
Other Indicators 2008 2609.63 Jan 02 1316.12 Nov 20
61.2%
Instinet Research Redbook Avg. (monthly %) June 24 –2.62 0.65 1.23 …. 6 months 5.76 5.69 2.90
Baltic Dry Index June 30 1,091 1,240 2,214 –50.72 2007 2859.12 Oct 31 2340.68 Mar. 05 12 months 6.04 5.93 3.56
Consumer confidence (Conference Board) June 109.7 r102.5 98.4 11.48 2006 2465.98 Nov 22 2020.39 July 21
New home sales, (thous. units) May 763 r680 636 19.97 Foreign Prime Rates
Citi Research Panic–Euphoria Reading June 30 0.02 –0.07 –0.05 …. 2005 2273.37 Dec 02 1904.18 Apr 28
Personal consumption, (bil. $) 1st Qtr 14,360.4 14,214.9 14,028.4 2.37 2004 2178.34 Dec. 30 1752.49 Aug. 12
Last Week a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h- Canada 6.95 6.95 3.70
benchmark revision, 2016 equals 100. r-Revised. 2003 2009.88 Dec. 30 1271.47 Mar. 11
Inventories Germany 4.00 4.00 0.00
2002 2059.38 Jan. 04 1114.11 Oct. 09
65.8%
Japan 1.475 1.475 1.475
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) June 23 453,690 463,293 415,566 9.17 2001 2859.15 Jan. 24 1423.19 Sept. 21 Switzerland 2.25 2.25 0.25
2000 5048.62 Mar. 10 2332.78 Dec. 20 Britain 5.00 5.00 1.25
1999 4069.31 Dec. 31 2248.91 Feb. 17
1998 2192.69 Dec. 31 1419.12 Oct. 08 Other Money Rates
2 Weeks ago 1997 1748.78 Oct. 09 1194.16 Apr. 22 Fannie Mae Home Loan:
1996 1328.95 Dec. 10 977.79 Sept. 16 30-Year Fixed Conv 6.38 6.12 4.91
American Debt and Deficits Adjustable Mortgage Rates
60.8%
1995 1075.14 Dec. 05 740.44 Jan. 04 Bank money market-z 0.32 0.32 0.09
1994 803.93 Mar. 18 693.79 June 24 Interest Checking-z 0.06 0.06 0.04
Latest Preceding Year Ago Yr over Yr 1993 787.42 Oct. 15 645.87 Apr. 26 6-Month Certif-z 1.38 1.38 0.27
Report Report Report % Chg Jun 30 Jun 23 Yr. Ago YOY % Chg 12-Month Certif-z 1.72 1.70 0.39
3 Weeks ago 30 Month Accounts-z 1.25 1.25 0.54
Current Market Exposure:

Federal Budget Deficit (bil. $)-a
Budget Surplus/Deficit (bil. $)-b, May
1,330FY'25
–240.35
–74.60
1,201FY'24
+176.18
r-60.59
1,154FY'23
–66.22
–86.02
….
262.96
-13.28
1 Year Treas Bills
2 Year Treas Notes
5.26
4.71
5.23
4.66
2.83
3.08
85.87
52.92 Conference Call Calendar 5-Year Certificates-z 1.22 1.22 0.60
Trade Deficit (bil. $, sa)-c, April 3 Year Treas Notes 4.32 4.28 3.20 35.00 Earnings- U.S. Savings EE Bonds:
100% Equities, 0% Bonds, 0% Treasury Gross Public Debt. (bil. $)-d 32,247.0 32,095.7 30,471.9 5.83 5 Year Treas Notes 3.98 3.97 3.23 23.22
Cash Treasury Statutory Debt Limit (bil. $)-d * 31,381.5 …. …. Related
10 Year Treas Notes 3.75 3.78 3.17 18.30 Company Date Time Period Long-Term (5yrs+) 2.50 2.50 0.10
Consumer Installment Debt (bil. $)-e, April 4,859.9 r4,836.9 4,565.6 6.45
Source: Delta Investment 20 Year Treas Bds 4.02 4.06 3.52 14.20 c-Annualized yields, adjusted for constant maturity, reported by the Federal
Management Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. FHFA PMMS+ June 6.26 6.72 4.99 25.45 NONE Reserve on a weekly average basis. Sources: Tullett Prebon information, Ltd.
www.deltaim.com, (415) Report, d-Daily Treasury Statement, e-Monthly Federal Reserve Release. *Statutory debt limit temporarily Factset. z-Bankrate.com.
249-6337 Fed annualized yields adjusted for constant maturity. Source: CCBN, www.ccbn.com
suspended through January 1, 2025.
Barron’s Gold Mining Index Weekly Bond Statistics Dividend Payment Boosts Top 5 Insider Purchases by
12-Month Year Week %
High Low
983.45 684.61 Gold mining
6/29
850.37
6/22
855.64
Ago
774.64
Chg.
–0.62
New Offerings, (mil $) (v) Last Week Prev. Week Yr Ago Adjusted % Record Ex-Div Payment Company in 2023
Corporate (z) 16,216 r14,258 7,986 Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date Number of Number of Avg.
Municipal (z) 9,383 r6,242 11,320 Company Sym Insiders Shares $ Value Price
BanColombia ADR-CIB (NYSE) 4.2 Q .851989 .695869 22.4 % 6-30 6-29 7-14
Best Grade Bonds-y B Riley Financial RILY 15 342,024 12,585,432 $36.80
Gold & Silver Prices (Barron's index of 10 high-grade corporate bonds.)
Cadiz Pfd. A-CDZIP (Nasdaq)
Cdn Imperial Bk Of Comm-CM (NYSE)
13.6
5.9
Q .56
Q .661245 .617733
.55 1.8
7.0
7-03
6-28
6-30
6-27
7-14
7-28
Movano
Compass Diversified
MOVE
CODI
11 575,711 686,495
10 97,648 1,868,239
$1.19
$19.13
Handy & Harman 6/30 6/23 Year Ago 4.87 4.63 3.77
Cohen & Steers Real Est-RLTY (NYSE) 9.6 M .11 .104 5.8 7-12 7-11 7-31 FidelityNationalInformationServices FIS 10 19,608 1,303,895 $66.50
Gold, troy ounce 1912.25 1930.70 1797.45 Interm-Grade Bonds-y General Mills-GIS (NYSE) 3.1 Q .59 .54 9.3 7-10 7-07 8-01 Keurig Dr Pepper KDP 10 121,560 4,152,509 $34.16
Silver, troy ounce 22.76 22.36 19.86
(Barron's index of 10 medium-grade corporate bonds.) Greenbrier-GBX (NYSE) 2.7 Q .30 .27 11.1 7-18 7-17 8-08 Top 5 Insider Sales by Company in 2023
Base for pricing gold and silver contents of shipments and for making 5.06 5.20 4.92
refining settlement. John Wiley & Sons A-WLY (NYSE) 4.1 Q .35 .3475 0.7 7-06 7-05 7-20 Atlassian TEAM 38 955,663162,805,364 $170.36
Confidence Index John Wiley & Sons B-WLYB (NYSE) 4.2 Q .35 .3475 0.7 7-06 7-05 7-20 Doordash DASH 24 2,274,924143,102,034 $62.90
Coins Price Premium $ Premium % Korn Ferry-KFY (NYSE) 1.4 Q .18 .15 20.0 7-07 7-06 7-31 Moderna MRNA 23 968,134149,064,794 $153.97
(High-grade index divided by intermediate-grade index; decline in
Krugerrand 2008.70 86.50 4.50 latter vs. former generally indicates rising confidence, pointing to Smith & Wesson Brands-SWBI (Nasdaq) 3.7 Q .12 .10 20.0 7-13 7-12 7-27 Datadog DDOG 19 1,025,253 86,090,807 $83.97
Maple Leaf 2056.75 134.55 7.00 higher stocks.) Palo Alto Networks PANW 18 428,924 82,166,025 $191.56
Mexican Peso 2479.83 162.23 7.00 96.2 89.1 76.7 STRATS Allstate 2006-3-GJT (NYSE) 7.2 M .130458 .126542 3.1 6-30 6-29 7-03
Austria Crown 1887.14 56.52 3.00
Austria Phil 2018.31 96.11 5.00 Utd Security Bancshares-UBFO (Nasdaq) 7.1 Q .12 .11 9.1 7-10 7-07 7-24
U.S. Eagles 2056.75 134.55 7.00 Other Confidence Indicators:
Worthington Industries-WOR (NYSE) 1.9 Q .32 .31 3.2 9-15 9-14 9-29
Premium is the amount over the value of the gold content in the coin.
Source Manfra, Tordella & Brookes, Inc. Bullion spot gold price 1922.2 Bloomberg Barclays US Long Treasury* Week’s Week’s
(This index measures the performance of fixed-rate, nominal US
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.)
Dividend Payment Reductions Dividend Dividend
Gold Performance Bloomberg Barclays US Credit
3275.66 3289.49 3545.54
Adjusted % Record Ex-Div Payment Payment Payment
Gold Sold: With Fed rate rises still possible, Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date This list includes payouts on This list includes payouts on
(This index includes all publicly issued, fixed-rate, non-convertible, common stocks. common stocks.
gold’s price slipped 1%, to $1,912 an ounce. investment-grade, dollar-denominated, SEC-registered corporate
debt.)
NONE NYSE NASDAQ
2899.96 2903.37 2872.84 Monday (July 3)
Monday (July 3)
30
Barron's Gold Mining Index (850.37) Ryan Labs Treasury Index
Special Dividends Stock Splits/Dividends Albemarle
Allstate
.40
.89
CH Robinson Worldwide
Chemung Financial
Community Trust Bancorp .44
.61
.31
(Index of total return from active Treasury notes and bonds. Dec. Record Ex-Div Pay Avangrid .44
31, 1996=100.) Company Name-Ticker Symbol (Exchange) Amount Date Date Date Record Ex-Div Pay Banc of California .10 Financial Institutions .30
20 268.23 268.97 278.46 Company Name-Ticker Symbol (Exchange) Amount Date Date Date Baxter International .29 First Financial Indiana .54
NONE Brown-Forman Cl A .206 First Fincl Bankshares .18
Huntington Bancshares .155
Bond Buyer 20 Bond Index Security Natl Finl-SNFCA (Nasdaq) 5% 7-07 7-06 7-14 Brown-Forman Cl B .206 Paramount Global Cl A .05
Cadence Bank .235 Paramount Global Cl B .05
10
(Index of yields of 20 general obligation municipal bonds.)
3.65 3.65 3.54 Week’s Ex- Week’s Ex- WisdomTree Japan-DXJS (Nasdaq) 2-for-1
WT Eur Hedged Equity-HEDJ (NYSE ARCA )2-for-1
8-07
8-07
8-10
8-10
8-09
8-09
Coca-Cola
FedEx
.46
1.26
Pathward Financial
Phillips Edison
.05
.093
First Horizon .15
Bond Buyer Municipal Bond Index Dividend Dividend WT Int Rate US Agg-AGZD (Nasdaq) 2-for-1 8-07 8-10 8-09 Genuine Parts
Infosys ADR
.95
.213
Popular Inc.
Simmons First Natl Cl A
Stock Yards Bancorp
.55
.20
.29
0 (Index of 40 actively-traded tax-exempt bonds; component issues
are changed regularly to keep the index a current picture of the
market. Source: The Bond Buyer
Dates Dates U.S. Treasury Bills
ITT
Macy's
.29
.165
Trustco Bank
UMB Financial
United Bankshares WV
.36
.38
.36
McKesson .54
4.43 4.45 4.56 This list includes payouts on This list includes payouts on New Jersey Resources .39 Universal Logistics .105
common stocks. common stocks. Wkly Ask
NewMarket 2.25 Valley National Bancorp .11
-10 Stock/Bond Yield Gap-s Maturity Bid Asked Chg. Yld.
NYSE NASDAQ PPL Corp .24 Tuesday (July 4)
July 05 4.92 4.91 0.03 5.00 Prosperity Bancshares .55
(Difference between yield on highest-grade corporate bonds and Tuesday (July 4) NONE
Handy & Harman Gold Price Tuesday (July 4) July 06 4.95 4.94 0.11 5.01 Regions Financial .20
yield on stocks on the DJIA.) Sendas Distribuidora ADR .051 Wednesday (July 5)
-2.80 -2.52 -1.65 NONE NONE July 11 4.98 4.97 0.04 5.06
-20 Synovus Financial .38 JOYY ADR .51
Wednesday (July 5) July 13 4.96 4.95 .... 5.03 TEGNA .095 Lam Research 1.725
Yield on DJ Equal Weight US Corp Bond Idx: Wednesday (July 5)
J A S O N D J F M A M J July 18 4.99 4.98 0.01 5.08 Tredegar .13 Seagate Technology .70
Cisco Systems .39
Corp Bonds, (y) 5.54 5.50 4.78 ABM Industries .22 July 20 5.01 5.00 0.04 5.08 Westwood .15 Utd Community Banks .23
CVB Financial .20
AECOM .18 Erie Indemnity Cl A 1.19 July 25 5.00 4.99 0.03 5.09 Tuesday (July 4) Thursday (July 6)
v-Week ended Thursday. y-Yield to maturity, week ended Thursday. z- Campbell Soup .37
Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Ingles Markets Cl A .165 July 27 5.00 4.99 .... 5.07 TELUS Corp. .268 Heartland Express .02
John Wiley & Sons A .35 Village Super Market A .25 August 01 5.04 5.03 0.02 5.13 Mercer International .075
Wednesday (July 5) NXP Semiconductors 1.014
John Wiley & Sons B .35 August 03 5.09 5.08 0.04 5.17
Thursday (July 6) Alpha Metallurgical Rscs .50 QCR Holdings .06
JPMorgan Chase 1.00 August 08 5.14 5.13 0.07 5.24 Utah Medical Products .295
Canadian Natural Rscs .678
Federal Reserve Data Bank Simpson Manufacturing
Steelcase
.27
.10
ChampionX
Encore Wire
.085
.02
August 10
August 15
5.14
5.14
5.13
5.13
0.07
0.04
5.22
5.25
Chesapeake Utilities
CONMED
.59
.20
Friday (July 7)
Gentex .12 ATN International .21
One week ended Jun 28: Sylvamo .25 August 17 5.15 5.14 0.08 5.24 Curtiss-Wright .20
Horizon Bancorp .16 Bank7 .16
Trinseo .01 August 22 5.16 5.15 0.09 5.27 Graphic Packaging .10 FirstService .225
Member Bank Latest Prev. Week Year Ago Marvell Technology .06 Hartford Financial .425
Wabash National .08 Morningstar .375 August 24 5.17 5.16 0.12 5.27 Hackett Group .11
Reserve Chgs. (Mil. $) Week Change Change HP .262 Hamilton Lane Cl A .445
NetApp .50 August 29 5.14 5.13 0.07 5.26 Kimberly-Clark 1.18 Independent Bank .55
Thursday (July 6)
U.S. Gov't securities: Preferred Bank LA .55 August 31 5.16 5.15 0.07 5.28 Myers Industries .135 Omega Flex .33
American Eagle Outfitters .10 Royal Gold .375 September 05 5.12 5.11 0.06 5.25 Nike Cl B .34
Bought outright 7,694,437 -10,572 -792,201 Saturday (July 8)
American Express .60 VersaBank .019 PulteGroup .16
September 07 5.13 5.12 0.03 5.24 NONE
Federal agency secur: Rogers Communications B .367
Bristol Myers Squibb .57 Friday (July 7) September 12 5.13 5.12 0.07 5.26 Rogers Communications B .374 Sunday (July 9)
Bought outright 2,347 .... .... Ennis .25 September 14 5.16 5.15 0.04 5.29 Spire .72
Intuit .78 NONE
General Dynamics 1.32 September 19 5.17 5.16 0.08 5.30 STMicroelectronics .06
Reserve bank credit: Sat. (July 8)-Mon. (July 10) Telefonica ADR .165
Korn Ferry .18 September 21 5.16 5.15 0.01 5.30
Primary Credit 3,399 +151 +517
Secondary Credit .... .... -1
Lennar Cl A
Lennar Cl B
.375
.375
NONE September 26
September 28
5.15
5.17
5.14
5.16
0.02
0.09
5.28
5.31
Thursday (July 6)
Aaron's .125
Week’s
Seasonal Credit 27 +2 +14
Float -213 -42 +97
Mastercard
Progressive
.57
.10 Week’s Ex- October 03
October 05
5.17
5.16
5.16
5.15
0.03
0.03
5.31
5.29
ADT
Belden
Best Buy
.035
.05
.92
Dividend
Other F.R. Assets 42,059 +689 +3,422
Total Fed Credit #
Gold stock
8,317,639
11,041
-17,196
....
-571,980
....
Sysco
Thor Industries
.50
.45 Dividend October 10
October 12
5.18
5.19
5.17
5.18
0.04
0.03
5.33
5.34
Broadridge Finl Solutions
Dole
.725
.08
Payment
Toll Brothers .21 October 17 5.21 5.20 0.03 5.37 Edgewell Personal Care .15
SDR Certif. Accounts
Treas. Curr. Outst.
5,200
51,821
....
+14
....
+728 Friday (July 7)
Dates October 19 5.21 5.20 0.02 5.37 H & R Block
Kennedy-Wilson Holdings
.29
.24
This list includes payouts on
common stocks.
October 24 5.21 5.20 .... 5.38
Total 8,404,056 -17,290 -571,127 Brady Cl A .23 This list includes payouts on Nordic American Tankers .15 NYSE American
common stocks. October 26 5.20 5.19 0.04 5.37 Orion .021
Currency in circ 2,341,032 -1,980 +62,428 Darden Restaurants 1.31 Monday (July 3)
October 31 5.24 5.23 .... 5.41 Restaurant Brands Intl .55
Treas. Cash Hldgs 218 -7 +120 Lincoln National .45 NYSE American Tootsie Roll Indus .09 NONE
November 02 5.21 5.20 0.08 5.37
Treas. Fed Deposits 390,571 +113,721 -366,056 OGE Energy .414 Tuesday (July 4) Utz Brands .057
November 09 5.20 5.19 0.08 5.38 Tuesday (July 4)
Foreign Fed Deposits 9,685 -2 +2,251 Roper Technologies .683 NONE VICI Properties .39
November 16 5.20 5.19 0.08 5.38
Other Fed Deposits 202,220 -2,203 -66,705 Toronto-Dominion Bank .706 Friday (July 7) NONE
Wednesday (July 5) November 24 5.19 5.18 0.06 5.38
Other FR liab/cap -20,582 +859 -69,630 Universal Corp .80 Air Lease .20 Wednesday (July 5)
NONE November 30 5.20 5.19 0.04 5.38
Total factors 5,232,489 +62,701 -612,607 Verizon Communications .652 Avient .248
Thursday (July 6) December 07 5.21 5.20 0.05 5.41 NONE
Reserves F.R. banks 3,171,567 -79,991 +41,480 Chubb .86
Saturday (July 8) NONE Dec 14 '23 5.23 5.22 0.09 5.43 Dine Brands Global .51
Fgn hold U.S. debt 3,432,403 +6,979 +41,559 Thursday (July 6)
Dec 21 '23 5.24 5.23 0.05 5.46 Eastman Chemical .79
NONE Friday (July 7) NONE
Dec 28 '23 5.25 5.24 0.18 5.45 Flowserve .20
NONE Omnicom Group .70
Reserve Aggr (Mil. $) Latest Prev. Month % Year Sunday (July 9) Jan 25 '24 5.00 4.99 0.14 5.20 Friday (July 7)
Month Ended May: Month Month Chg. Ago Saturday (July 8) Feb 22 '24 5.07 5.06 0.18 5.27 Turning Point Brands .065
NONE West Fraser Timber .30 NONE
NONE Mar 21 '24 5.11 5.10 0.13 5.34
Total Reserves: 3,235,600 3,269,500 -1.04 3,317,900 Saturday (July 8)
Monday (July 10) Sunday (July 9) Apr 18 '24 5.15 5.14 0.13 5.40 Saturday (July 8)
Nonborrowed Res 2,928,400 2,939,800 -0.39 3,296,000 NONE
Dollar General .59 NONE May 16 '24 5.16 5.15 0.13 5.42 NONE
Borrowed Reserves 307,190 329,662 -6.82 21,883
Monetary Base 5,569,100 5,592,600 -0.42 5,591,500 MSC Industrial Direct .79 Monday (July 10) Jun 13 '24 5.13 5.12 0.15 5.41 Sunday (July 9) Sunday (July 9)
Quest Diagnostics .71 NONE NONE NONE
FTAI Aviation StratimCloudA CarverBancorp LichenChina TCBioPharm CardinalHealth KodiakGasSvcs US Foods
Week’s GEN Restaurant

GibraltarInds
Global-EOnline
StructureTherap
SurgeryPartners
TabulaRasaHlth
CF Bankshares
ChickenSoupA
ChinaJoJoDrug
LionGroup
LordstownMotors
LytusTech
TFF Pharm
TonixPharm
TOP Ships
Carnival
Carnival
CarpenterTech
Philips
Lennar A
Lennar B
US Xpress
Uber
UltraparPart
New Highs and GlobalinkInvt

GoalAcqns
GoHealth
TakeTwoSoftware
TaylorDevices
Teradyne
Cineverse
CISO Global
Clene
Marpai
MercerIntl
MercurySystems
TowerSemi
TraconPharm
TransCodeTherap
CarrierGlobal
CenturyComm
ChinaYuchai
LennoxIntl
EliLilly
Linde
UniversalHealthB
UnumGroup
UrstadtBiddleA
Lows GoldenStarAcqn
GpoFinGalicia
TesscoTech
TradeDesk
CleverLeaves
CoffeeHolding
MetaMaterials
micromobility.com
TreasureGlobal
TroikaMedia
Chipotle
Church&Dwight
LithiaMotors
LouisianaPacific
Vertiv
Visa
GRAVITY TrailblazerI A Concentrix MilestonePharm Trupanion CircorIntl Lowe's Vishay
NYSE
HainanManaslu UFP Tech CrownCrafts MobileGlbEsports UcommuneIntl CleanHarbors MDC Holdings VMware
Icon UltraClean CueHealth MobiquityTechs UnitedGuardian ColombierAcqnA M/I Homes Vontier
293
New Highs
94
New Lows
IES Holdings
Immunome
InsightEnt
UnitedAirlines
UnvlStainless
US Lime&Min
CumberlandPharm
Cyanotech
Cytokinetics
ModularMed
MoleculinBiotech
Momentus
UniversePharm
urban-gro
Vaccinex
ComfortSystems
COPEL
Constellium
MSA Safety
MarineProducts
Marsh&McLen
VulcanMatls
Wabtec
Watsco
IntensityTherap VarexImaging DiffusionPharm MonoparTherap VBI Vaccines Core&Main MartinMarietta WattsWater
Nasdaq InterDigital VectivBio DISH Network Monro VenusConcept Vesta Masco WeaveComms
InterlinkElec VeecoInstr DolphinEnt MSP Recovery VerbTech Crane MasoniteIntl WescoIntl
307
New Highs
364
New Lows
IntuitiveSurgical
IspireTechnology
IVERICbio
Vericel
VerraMobility
VertexPharm
DrillingToolsIntl
Dynatronics
EastRscsAcqnA
MullenAuto
MySize
NanoStringTech
Vericity
ViaRenewables
View
CraneNXT
Crawford A
Crawford B
MasTec
Mastercard
McCormickVtg
WestPharmSvcs
WorthingtonInds
XPO
JFrog VisionSensingA EBET NaturalAlt ViewRay Curtiss-Wright McDonald's YPF
NYSE American KernelA WelsbachTech EcoWavePower NauticusRobot VillageFarms DeckersOutdoor McKesson
KLA EigerBioPharma NearIntelligence DellTechC MeritageHomes NEW LOWS
Woodward VincoVentures
AMTD Digital
15 27
Kulicke&Soffa Workday Eightco NetSolTech VintageWineEstates DeltaAir MuellerIndustries
LamfGlbI A XcelBrands EledonPharm NeuBaseTherap DiamondOffshore MuellerWater AbbVie
VistaGenTherap
LamResearch YottaAcqn Embecta NeuroBoPharm DorianLPG NVR AdtalemGlbEduc
Vodafone
New Highs New Lows
LandseaHomes Zillow A EnantaPharma NeuroMetrix DoubleVerify NaborsEnerA AllianceBernstein
Volcon
LandstarSystem Zillow C Energous NGM Biopharm DrReddy'sLab NY CmntyBcp AmerStratInvt
Only includes COMMON and REIT stocks VorBiopharma
LatticeSemi EnergyFocus Nkarta elfBeauty NewparkResources Ashland
NEW LOWS voxeljet
LCattertonA EnochianBio Novan EMCOR NorwegCruise Bakkt
NYSE American ApplMaterials WalgreensBoots
LegacyHousing 22ndCentury EnsysceBio Novocure ESAB NuHoldings Beachbody
APxAcqnI A WillametteValley
LeonardoDRS 23andMe Erasca NRX Pharm ESCO Tech nVentElectric BorgWarnerWi
NEW HIGHS AryaSciencesV Workhorse
LFCapAcqnIIA 36Kr EsportsEnt Nutriband EagleMaterials Oil-Dri BostonOmaha
AgeX Therap Astronics Xos
LGI Homes AadiBioscience EudaHealth NymoxPharm Eaton Omnicom BrightScholar
AthenaCnsmrA Atlanticus XWELL
LifeMD ABVC Bio Femasys OceanPal Ecolab OntoInnovation BristolMyers
CatchaInvtA AtossaTherap Yellow
Light&Wonder AdaptHealth FGI Industries OconeeFedFinl ElliottOppIIA Orix CVR Partners
CoreMoldingTech Augmedix Yunji
Limbach AdaptimmuneTher FibroGen OkyoPharma EmpresaDisCom OsirisAcqn CalWtrSvc
DSS AvadelPharm ZW DataAction
LincolnElectric Addentax FirstGuarBcshs Opthea EncompassHealth OtisWorldwide CampbellSoup
51TalkOnlineEd Avnet ZyVersaTherap
Liquidia AddexTherap FloraGrowth OrchestraBioMed EnelChile OwensCorning ChathamLodging
FirstLightAcqnA AxcelisTechs AdicetBio NYSE Chegg
Littelfuse FocusUniversal OrganiGram EnerSys PGT Innovations
GencorInds BeaconRoof Aditxt ChinaGreenAg
LIVCapAcqnII A FreightCarAmer PanbelaTherap EnPro PHINIA
InterPrivateII A BentleySystems AdventTech NEW HIGHS ClearwayEnergyC
LiveOne FreightTech PassageBio Enviri PPG Ind
NorthernStrII A BetterwaredeMexico AerwinsTech AAR ClearwayEnergyA
ManhattanAssoc FrequencyTherap PAVmed Equifax PampaEnergia
SuperiorDrilling BioRestorativeTher AgileTherap AP Acqn A Vesta
Marriott GalmedPharm PENN Entmt FederalSignal ParkerHannifin
WirelessTel BitDigital Akumin ATI DineBrands
MatthewsIntl Gaucho PerformShipping FedEx PenskeAuto
NEW LOWS BlackDiamond MetalphaTechnology AlaunosTherap GEN Restaurant PhenomeX AZEK Ferguson Pentair Doma
BOS BetterOnln MetaPlatforms AlchemyInv1 A GeneDx PhioPharm Abercrombie&Fitch Ferrari Penumbra EmergentBiosol
AgEagleAerial AcropolisInfrA
BridgetownA MicrochipTech Alector GenerationIncm Phunware FidelisInsurance PrimeImpactI A Entergy
AultAlliance Acushnet
CabalettaBio MiMedx AllarityTherap GeneticTech PierisPharm Fiserv Primerica F45Training
Azitra AfricanGoldA
Camtek MongoDB AlloVir GlobusMaritime Pilgrim'sPride FleetCorTech PrimorisSvcs FathomDigital
CamberEnergy Alcon
Cantaloupe MontereyCapA AltamiraTherap GolarLNG PlusTherap Floor&Decor PulteGroup FidelisInsurance
cbdMD AllisonTransm
CarticaAcqnA MontereyInnov Altimmune GoldenStarAcqn PoseidaTherap Forestar QuanexBldg FiverrIntl
GalataAcqn AmerEquity
CellebriteDI MoonLakeImm AmericanRebel Greenlane PowerbridgeTech Fortive QuantaServices FlowersFoods
GoldResource AmerisourceBrgn
CelsiusHldg MrCooper AmeriServFin GreenwaveTech Precipio FortuneBrands RelianceSteel GoGreenInvtsA
GoldenMinerals Ametek
ChinookTherap NatureSunshine AppliedUV GRI Bio PrecisionBio FreedomI A RepublicSvcs HanoverIns
GranTierraEner Amphenol
Cimpress NavitasSemi ApreaTherap GromSocialEnts PreludeTherap GATX RestaurantBrands HershaHospitality
IntlTowerHill Amrep
Cintas NewcourtAcqnA AptevoTherap GSE Systems ProMISNeurosci GFLEnvironmental Rockwell HoraceMannEdu
KartoonStudios AnteroMidstream
CloverLeafA Novanta AptoseBiosci GSRIIMeteoraA ProSomnus GMS RoperTech KenonHoldings
LoopMedia Aon
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Marygold APi Group
Cohu NXP Semi ARBIOT HarborCustom Psychemedics GXO Logistics RyersonHolding Lindsay
MatinasBioPharma ApolloGlbMgmt
CommVaultSys ON Semi AspenTech HarborCustomWt RedHillBio Gallagher S&P Global LocalBounti
NewPacificMetals ArcosDorados
CommVehicle OricPharm Aterian Harte-Hanks RegencellBio GeneralElec SeacorMarine Mytheresa
NovaGoldRscs ConsldWater Arcosa
Paccar AtlanticAmerican Hempacco Repligen Glaukos SPX Tech MariaDB
PalatinTech Copart AresAcqnA
PaloAltoNtwks AtlanticaSust HighPeakEner ReShapeLife GlobalIndemnity SaversValue Mativ
Polished.com CoStar AresAcqnII A
ParkCity AvaloTherap HitekGlobal ReToEcoSol GoGreenInvtsA SelectMedical MethodeElec
PowerREIT CovenantLogist AresMgmt
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O T H E R VO I C E S
Housing production has lagged behind household
growth since 2010, but this doesn’t account for
the massive overhang from the previous decade.
rising housing costs are driven by a units than households. The New York
shortage of housing. area was the largest, with a surplus of
True, some measures indicate a over a quarter-million units. The
housing shortage. Freddie Mac, for Phoenix area was the smallest, at just
example, points out that the growth in over 20,000 units.
housing units has lagged behind the The belief that there is a housing
growth in households over the past shortage is correctly motivated by con-
decade, causing vacancy rates to drop cern over the housing-affordability
below customary levels. problems that confront so many
A longer-term perspective, how- households. But census data show that
ever, shows that America isn’t suffer- these housing-affordability problems
ing from a housing shortage. Housing largely reflect a mismatch between
production has lagged behind house- household incomes and housing
hold growth since 2010, but this prices. Here, prices refer to housing
doesn’t account for the massive over- prices in the market as a whole, not
hang of housing produced in the pre- just the prices of new-to-the-market
vious decade. Fueled by the housing homes, which fluctuate widely with
bubble of 2000-07, 160 homes were the pace of housing production.
added to the stock for every 100 Housing-affordability problems for
households formed during the aughts, the population as a whole aren’t re-
our analysis of Census Bureau data lated to housing shortages or low va-
shows. This level of production cre- cancy rates. Rather, they are driven by
ated a huge surplus of housing, which high overall housing prices and low
has yet to be fully absorbed. household incomes. Geographic varia-
Put differently, from 2000-21, the tions in housing prices and rents
nation grew by 18.5 million house- show no significant relationship with
holds. To maintain an adequate inven- differences in housing supply or va-
tory of vacant housing, which histori- cancy rates. The housing markets
Homes Are Expensive.

cally would be 9.3% of the total, the with the greatest affordability prob-
housing stock needed to expand by lems are those with the greatest job
20.2 million units. Instead, it grew by growth and the highest wage levels.
23.7 million housing units, producing Shortages of housing don’t drive af-
Building More Won’t

a surplus of 3.5 million units. fordability problems as much as
Nationally, there is no shortage of strong job growth and high incomes.
housing, and adding to the surplus This is what pulls up housing prices.
won’t resolve the nation’s affordability It’s conceivable that a huge increase
Solve the Problem.

problems. Nor is there a shortage in in supply would eventually lead to
most metropolitan areas. Of the 707 lower prices. But that would require a
growing metro markets, only 26 have major intervention in the market, and
shortages of housing, with household the case for it is weak. U.S. housing
growth exceeding housing-unit policy should focus less on adding to
growth. These markets tend to be the already ample stock of housing
T
small, containing less than 1% of the and more on raising the incomes of
here is a growing, BY KIRK burden of housing costs is to boost the nation’s population. Two-thirds of the low-income households and giving
bipartisan consen- MCCLURE supply of quality housing.” growing markets had a surplus of them access to good-quality housing in
sus that the U.S. AND ALEX The U.S. has long faced a severe housing, meaning the increase in units safe neighborhoods. We know how to
suffers from a hous- SCHWARTZ housing-affordability crisis. About from 2000-21 exceeded the growth of do this. Raising minimum wages to the
ing shortage, and McClure is profes- one-half of all renters and about one- households by at least 10 percentage living-wage level will help the working
that this shortage is sor emeritus at the fifth of all homeowners spend more points. These growing markets with poor afford housing. Zoning reform
at the root of the University of Kan- than 30% of their income on housing surpluses house about 72% of the U.S. can encourage the production of multi-
Illustration by Sébastien Thibault

nation’s housing-affordability crisis. sas. Schwartz is expenses. More than 1.25 million peo- population. family housing, accessory apartments,
This argument can be found in the professor at the ple spent one or more nights in a In the remaining growing markets, and other less-expensive housing for-
popular press, academic literature, New School. homeless shelter during the course of housing supply and demand are in mats. Subsidized construction should
industry reports, state and local hous- a recent year. However, as real as the balance, with the growth of units be targeted for supportive housing and
ing plans, and in White House state- housing crisis is, it isn’t caused by a equaling the growth of households or for affordable rental housing in places
ments. As the Biden administration housing shortage. The nation’s overall exceeding it by up to 10%. The largest with actual housing shortages.
put it in a May 2022 housing plan, supply of housing is adequate, and 15 markets, all with populations of The U.S. cannot build itself out of
“The best thing we can do to ease the there is little evidence to show that four million or more, added more its housing crisis. B
MAILBAG
Send letters to [email protected]. To be considered for Numbers by Barron’s, which breaks down the markets,
publication, correspondence must bear the writer’s name, is available wherever you listen to podcasts.
address, and phone number. Letters are subject to editing.
their balance sheets in bankruptcy.”

The Recession Threat Asset-Mix Rethink In other words, they shilled their way
through all the gullible, smaller sup-
To the Editor: To the Editor: pliers, paid their shareholders and
Andy Serwer’s “There Won’t Be a Re- I have never understood why bond CEOs, and wrote it all off onto the
cession This Year. You Can Take That funds that fluctuate with interest rates American consumer. But hey, there’s
to the Bank” (Up & Down Wall Street, and the economy—and, in the case of another oil boom! Let’s go!
June 23) overlooks several key factors: last year, see double-digit losses—have Vance Hays
1) The Fed doesn’t have a good track been called fixed income and tradi- On Barrons.com
record of threading the needle—it typi- tionally comprise 40% of a portfolio
cally tightens monetary policy until (“The 60/40 Asset Mix Is Broken. To the Editor:
something breaks. 2) The inverted Here’s One Way to Fix It,” Streetwise, If oil will be needed for decades, it
yield curve has a very good track re- June 26). Now that we have exited seems to me that the best and possi-
cord—it has called eight of the past from the low-rate environment that bly safest investments to be made
eight recessions. 3) The Conference we have been in for the past 15 years, currently in the energy sector would
Board’s Index of Leading Economic investors should turn their attention be the exploration and production
Indicators is signaling a recession to bond ladders with fixed-date ma- majors: Chevron, Shell, Exxon Mobil.
within the next 12 months. 4) Employ- turities, and certificates of deposit and At least you get paid to wait with re-
ers are still hoarding workers rather Treasuries laddered out to future spectable shareholder returns—divi-
than laying them off. 5) According to years, for a guaranteed rate of return. dends, stock buybacks, and eventu-
Fitch, the U.S. corporate bond default Now that’s what I call “fixed income.” ally capital gains.
rate is expected to worsen this year Steven R. Martin Bruce Greenberg
and next. 6) Delinquency rates on con- Northbrook, Ill. On Barrons.com
sumer loans are rising. 7) Core infla-
Top CEOs tion remains at more than twice the

Fed’s target (see item 1). Finally, even if
there’s no recession this year, it doesn’t
To the Editor:
As a longtime reader of Barron’s, I still
believe stock-picking is the way to go.
To the Editor:
Oil is slowly loosening its grip on the
U.S. economy thanks to more-efficient
Set a High Bar

preclude a recession in early 2024. The fads of index investing and ex- internal combustion engines, the in-
Dave Tucek change-traded funds will eventually crease in hybrid office work, the
St. Louis run their course. Fundamentals and Ubers of the world, and the rise of
valuation are coming back into style, electric vehicles. The Saudis recognize
For Us All
To the Editor: and you need to analyze each stock if this trend. They’ve cut production by
What about the inverted yield curve? you want to make money. one million barrels a day each quarter
What about a large number of con- Jonathan Towle this year to prop up the price. Oil is
sumers being tapped out and deep On Barrons.com dying a slow death.
into debt? What about the student Natural gas is another story. The
To the Editor: loan payments kicking back in later U.S. produces 40% of our electricity
Leadership matters, and it matters greatly. That is what this year? What about high interest Oil Opportunities with it, and everything from plastics
one gleans after reading “The Top CEOs of 2023” (Cover rates discouraging people from bor- to the fertilizer industry uses it for
Story, June 26). The underlying message: Grit, determi- rowing for mortgages or businesses or To the Editor: feedstock. We will probably be using
nation, brilliance (in some cases), trust, and vision are large-ticket purchases? What about In Andrew Bary’s recent story recom- copious amounts long after our grand-
vital characteristics of success, both for the individual the commercial real estate reset when mending oil drillers (“These Drilling kids are old. Natural gas is the fossil
and his/her organization. Warren Buffett, Tim Cook, borrowers have to refinance? What Stocks Could Be Gushers as the Oil fuel to invest in. Oil is eventually go-
Jamie Dimon, and the others are living proof—some are about individuals, when adjustable- Industry Rebounds,” June 23), you ing to go the way of coal.
true icons in corporate America. The reasons for their rate mortgages reset? And, if you’re an write, “Most of the operators have Mark Lamont
success transfer to virtually all professions: the military, equity investor, you are buying into a little or no net debt after restructuring On Barrons.com
sports, education, public service, etc. Maybe one or more market that is pricey by any measure.
will decide to hold public office. We can only hope. So, from your lips to God’s ears,
Tom Verdi but I think a recession is inevitable.
Providence, R.I. Paul Kersey
To the Editor:
New York, N.Y.
“Grit, determination, brilliance (in
Illustration by Justin Metz
Many CEOs of companies frequently mentioned in Bar-

ron’s aren’t on the list—IBM’s Arvind Krishna, Cisco’s
Chuck Robbins, and Intel’s Pat Gelsinger come to mind.
To the Editor:
Three words that make me head for
the hills when they are spoken or im-
some cases), trust, and vision are
[Tesla CEO] Elon Musk should be on the list.
Rajat Saha
plied: “It’s different this time.”
James Lee vital characteristics of success.”
On Barrons.com On Barrons.com Tom Verdi, Providence, R.I.
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10 BEST INCOME INVESTMENTS NOW • PAGE 12

VOL. CIII NO. 27 JULY 3, 2023 $5.00

Shares of Rockwell, a leader in the Estate

Photograph by George Etheredge

Rupert Murdoch Executive Chairman, News Corp

H Hershey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 RESEARCHER Dan Lam

UP & D OWN WALL STREET

Slow Food. Fast Cars.

Taste your way through Italy’s “food valley” and enjoy

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@2023 DOW JONES & COMPANY,INC. ALL RIGHTS RESERVED. 4EXXXX

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focused on getting to those numbers.” focus on Sunbelt cities.

according to Lachance. homes across 21 states. “People with 175

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