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THE BEST FUND FAMILIES • PAGE 18
VOL. CIII NO. 8 FEBRUARY 20, 2023 $5.00
RETHINKING
PLASTIC
Upside-down pricing
of new and recycled
plastics is hampering
global efforts to curb
waste. How to fix it.
Plus, six stocks to buy.
PAGES 14, 17
>
63142
C O NT EN TS 02.20.23 VOL.CIII NO.8
P. 14 P. 10 P. 28
Cheap New Plastic Is The Trader: Sell in

Choking the World Russia Risks Could Spread March and Go Away?
Cover Story: The limitations of Vladimir Putin’s invasion of Ukraine has curbed global growth, rattled energy markets, The rally that has pushed stocks
recycling are hobbling efforts to and heightened geopolitical tensions. As the war enters its second year, the economic up roughly 15% from the October
reduce plastic production and consequences could become more pronounced. By MATT PETERSON lows is running out of steam.
waste. Here’s why so much plastic By AL ROOT
ends up in landfills—or worse.
By LAUREN FOSTER P. 31
P. 17
European Trader:
Porsche Stands Apart
Six Stock Plays on By BRIAN SWINT
Plastic’s Future
These chemical and plastic P. 31
companies have long-term appeal.
By AL ROOT
Emerging Markets:
Erdogan’s Challenge
P. 5 By CRAIG MELLOW
Up & Down Wall Street: P. 32

Rate-Hike Targets Rise
A hotter-than-expected economy
Striking Price: Simple
will force the Fed to stay hawkish. Options Strategies
By RANDALL W. FORSYTH By STEVEN M. SEARS
P. 7 P. 33
Streetwise: Buckle Up Russia plans to cut oil

Commodities: Lumber
for More Turbulence production by half a
million barrels a day,
Could Find Support
Stocks face several headwinds. potentially tilting the By MYRA P. SAEFONG
By JACK HOUGH scales toward higher
oil prices. Here, a
tanker moored at an P. 54
P. 12 oil-storage facility in
Nakhodka, Russia. Let’s Avoid a Debt-
Crackdowns Challenge Ceiling Showdown
the Crypto Industry Other Voices: Yes, the U.S. budget
The stakes are high for companies must be fixed—but it can be done
such as Coinbase Global as the without causing unnecessary pain.
government steps up regulation. THE BEST FUND FAMILIES • PAGE 18
By ARVIND KRISHNAMURTHY
By JOE LIGHT P. 18 P. 24 AND HANNO LUSTIG
VOL. CIII NO. 8 FEBRUARY 20, 2023 $5.00
P. 13
RETHINKING
PLASTIC
Best Fund Families: Economy: The Long
Our Annual Ranking Way to a Hard Landing Barron’s Roundtable
Finding Treasure in A tough 2022 gave active fund A robust economy and stubborn
on Fox Business
Upside-down pricing
Trash-Hauling Stocks
of new and recycled
plastics is hampering
global efforts to curb
managers a chance to prove their inflation only delay a reckoning.

waste. How to fix it.
Plus, six stocks to buy.
PAGES 14, 17
>
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I N D EX
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A Airbnb . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 N Newmont . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 P Palantir Technologies . . . . . . . . . . . . . . . . . . . . . . 35 R Raytheon Technologies . . . . . . . . . . . . . . . . . . . . . . 8

Albemarle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Norfolk Southern . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Palo Alto Networks . . . . . . . . . . . . . . . . . . . . . . . . . 9 Realty Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,25 Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Paramount Global . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Republic Services . . . . . . . . . . . . . . . . . . . . . . . . . . 13
American Tower . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 PepsiCo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Roblox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Amgen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 PLBY Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,29 O Occidental Petroleum . . . . . . . . . . . . . . . . . . . . . . 34 Porsche . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Omega Healthcare Investors . . . . . . . . . . . . . . . . 6 Progressive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 S Sabra Healthcare . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
OneMain Holdings . . . . . . . . . . . . . . . . . . . . . . . . . 34 Public Service Enterprise Group . . . . . . . . . . . . 9 SBA Communications . . . . . . . . . . . . . . . . . . . . . . . 9
B Bed Bath & Beyond . . . . . . . . . . . . . . . . . . . . . . . 19 Origin Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Purple Innovation . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Shopify . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Berkshire Hathaway . . . . . . . . . . . . . . . . . . . . 7,8,34 Signature Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Block . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Silvergate Capital . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Boeing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 SPDR Bloomberg Short Term HY Bond . . . . 6
Brenntag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Stryker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
C Casella Waste Systems . . . . . . . . . . . . . . . . . . . . . 13 T Taiwan Semiconductor Manufacturing . . . . 8,34

Cboe Global Markets . . . . . . . . . . . . . . . . . . . . . . 32 Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15,30
Celanese . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Rupert Murdoch Executive Chairman, News Corp Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones TJX Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
C.H. Robinson Worldwide . . . . . . . . . . . . . . . . . . . 7 T-Mobile US . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Citigroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 SENIOR VICE PRESIDENT, BARRON’S GROUP Mae M. Cheng Trade Desk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Coinbase Global. . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 ASSOCIATE PUBLISHER, BARRON’S GROUP Dan Shar Twilio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Corteva . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 MANAGING EDITOR, BARRON’S GROUP Dave Pettit
Credo Technology . . . . . . . . . . . . . . . . . . . . . . . . . 35
U Univar Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
EDITOR IN CHIEF David Cho
D Deere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin
Devon Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 V Vanguard Short-Term Inflation-Protected
DoorDash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25,35 Alex Eule, Ben Levisohn
DEPUTY EDITORS Securities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Dow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,17 EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt
Verizon Communications . . . . . . . . . . . . . . . . . . . 34
DraftKings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Victoria's Secret . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
DuPont . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 MANAGING EDITORS Kristen Bellstrom, Matt Bemer, Daren Fonda, Joe Woelfel Volkswagen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
ASSISTANT MANAGING EDITORS Henry Cutter, Mel Gray, Anita Hamilton, Mary Romano,
Robert Sabat, Rupert Steiner (London bureau chief) W Walmart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15,30
E EQT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz Waste Connections . . . . . . . . . . . . . . . . . . . . . . . . . 13
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F Ford Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26,31 SENIOR WRITERS Bill Alpert, Megan Cassella, Lauren Foster, Nicholas Jasinski, Tae Kim, Joe Light, World Wrestling Entertainment . . . . . . . . . . . . . 8
Elizabeth O’Brien, Al Root, Avi Salzman, Lawrence C. Strauss
REPORTERS Rosalind Adams, Jacob Adelman, Janet H. Cho, Adam Clark, Emily Dattilo, Jack Denton,
G General Motors . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Catherine Dunn, Carleton English, Sabrina Escobar, Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis,
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IDEAS EDITOR Matt Peterson
I Invesco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
iShares 0-5 Year High Yield Corp Bond . . . . . 6 DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary
iShares 0-5 Year TIPS Bond . . . . . . . . . . . . . . . . 6
SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Nick Devor, Clare McKeen
iShares iBoxx $ Invmnt Grade Corp Bond . . . 6
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DIRECTOR, DESIGN & VISUALS
ART DIRECTORS Lynne Carty, Nick Hallam, Sue Ng
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K Keysight Technologies . . . . . . . . . . . . . . . . . . . . . . 9
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LyondellBasell Industries . . . . . . . . . . . . . . . . . . 17
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UP & DOWN WALL STREET

Much of the early-year stock rally was driven by a
$1 trillion global liquidity surge from central banks
in the EU, Japan, and China, one strategist argues.
Strong Economic
Prominent among the data was changes in the Treasury account at the
January’s consumer price index, Fed and so-called reverse repurchase
which was up by a greater-than- agreements (which were discussed at
expected 0.5%, bringing the year- length here several weeks ago).
Data Weaken Case

over-year increase to 6.4%. More im- However, King writes, most of this
portant, the recent shorter-term boost is past. From here on, liquidity
slowing in retail price rises has appears to be drained; that probably
halted, notes Matthew Luzzetti, will hurt risk assets, including stocks.
For Continued Rally

Deutsche Bank’s chief U.S. econo- This past week, the major averages
mist; the annualized rise in the latest ended mixed, but off their 2022 highs
three months was 4.6%, up from touched on Feb. 2. That was the day
4.4% in December. The moderation after the last FOMC meeting, which
in the pandemic run-up in prices of encouraged hopes that the Fed’s rate
core goods appears to have run its hikes were close to an end. It also
T
course. As Dallas Fed President Lorie was the day before the news of the
he dash for trash along with less easing in inflation at Logan pithily observed in a speech blowout 517,000 surge in January’s
has hit a speed the consumer and producer levels. this past week, “Supply chains can’t payrolls suggested otherwise.
bump. Stocks fal- Two Fed district presidents, Loretta recover twice.” On the week, the S&P 500 slipped
tered again this Mester of Cleveland and James Bullard Much of the early-year rally also 0.28%, its second straight weekly de-
past week as the of St. Louis, also opined this past week had been driven by a largely unrecog- cline. The big-cap benchmark closed
early-year rally, led that here had been a good case for a nized global liquidity surge noted by on Friday up 6.24% since the turn of
by rebounds in half-point rate hike at the last FOMC Citi global markets strategist Matt the year, but off 2.41% from its peak at
2022’s speculative-grade losers, ran meeting, instead of the quarter-point King. Even as the Fed was reducing its the beginning of the month.
into resistance from higher expected move. That confab concluded on Feb. balance sheet (aka quantitative tight- Further rises in short-term interest
interest rates from the Federal Re- BY RANDALL 1, before those hotter-than-expected ening), actions by the European Cen- rates are likely to be a hurdle for
serve in the wake of persistent infla- W. FORSYTH economic releases arrived. Neither of tral Bank, the Bank of Japan, and the stocks and other risky assets, as long
tion readings and few signs that these policy hawks are voters in this People’s Bank of China were adding as inflation remains stubborn.
growth is faltering. year’s rotation, however. But the panel $1 trillion to global liquidity, he writes
R
Economists at an array of major will lose a prominent dove with the in a provocative research note. At the eturn with us to ancient
Wall Street banks, including Goldman departure of Lael Brainard, the Fed same time, the impact on bank re- times, when dinosaurs ruled,
Sachs, Bank of America, and Citi- Board’s vice chair, to head the White serves of the Fed’s cut in its securities at least in technology terms.
group, lifted their forecasts of the House’s National Economic Council. portfolio largely has been offset by It was early 2007, when
eventual peak in the central bank’s Blackberries were in everybody’s mitts
target range for the overnight federal- and the first iPhone hadn’t yet gone on
funds rate, to 5.25% to 5.50%, effec- sale, let alone changed the tech world.
tively bringing them in line with the This distant era was the last in which
fed-funds futures market. Deutsche you could earn 5% on a U.S. Treasury
Bank now is expecting a 5.6% single- bill. Until now.
point peak, up a half-percentage-point Five percent is a risk-free rate far
from its previous estimate, and among above what anyone under the age
the highest forecasts. of 40 probably is accustomed to. Fol-
According the CME Group’s Fed- lowing the 2008-09 financial crisis,
Watch site, the futures market is pric- T-bill yields hugged zero percent most
ing in three more quarter-point hikes, of the time, except for a move into
from the current 4.50% to 4.75%, at the 2% range by 2018. They plunged
the Federal Open Market Committee’s anew when the Covid-19 pandemic
March, May, and June meetings. The erupted in 2020. Starting last year,
change in outlook was the addition however, they began to climb, as the
of the last quarter-point move, with a Fed sharply raised its short-term
57.5% probability of a peak of at least interest-rate target by 4.25 percentage
5.25% to 5.50% in June, as of Friday’s points, to 4.50% to 4.75%. And with
Jim Vondruska/Bloomberg
settlement. That’s up from under two more quarter-point hikes likely in

41.8% a week ago and less than 4% March and May, and possibly a third
a month earlier. in June, T-bills due in six months
The shift in these odds reflects a topped the 5% mark this past week
recent string of economic data show- for the first time since April 2007,
ing higher-than-forecast gains in em- according to the St. Louis Fed.
ployment and retail sales for January, Lael Brainard, a prominent dove on rates, is leaving the Fed to head the White House’s National Economic Council. The rise in short-term money-
Up & Down Wall Street (continued) funds in the sector. CEO of Cumberland Advisors. That would
Further out on the risk scale, Kochan be equivalent to approximately a 7% tax-
likes shorter-term high-yield funds, given able yield for an investor in the 35%
market yields has significant implications rate bonds now offer the smallest extra that any defaults in this group should bracket, far above the federally taxable
beyond letting savers earn a decent return yield margin ever, compared with three- be limited by the economy “doing well 3.90% yield on a 30-year Treasury. And he
again. month T-bills, which were offering 4.80% enough.” Two other ETFs—the iShares sees further Fed rate hikes resulting in a
A 5% yield with zero volatility risk sets on Thursday, said Lotfi Karoui, Goldman 0-5 Year High Yield Corporate Bond negatively sloped yield curve (with short
a very high bar for the stock market, ob- Sachs Asset Management’s chief credit (SHYG) and the SPDR Bloomberg Short maturities above longer ones), ultimately
served Peter Oppenheimer, chief global strategist, on the webinar. Term High Yield Bond (SJNK)—are hitting stocks and sparking a large rally in
equity strategist at Goldman Sachs Asset In comparison, the iShares iBoxx $ shorter versions of the major high-yield bonds.
Management, in a webinar this past week. Investment Grade Corporate Bond bond ETFs. But in this sector, GSAM’s In contrast, Charles Lieberman, chief
That’s especially true with the S&P 500 exchange-traded fund (ticker: LQD) had Karoui would avoid leveraged loans. While investment officer at Advisors Capital
trading at a price/earnings multiple of 18.5 a 30-day SEC yield of 5.02%, according their floating rates might boost returns, Management, thinks that rates will head
times—well above its 20-year average of 15. to sponsor BlackRock, with greater credit they pose an increasing burden on borrow- higher. He prefers maintaining shorter
So, Douglas Kass, head of Seabreeze Part- and interest-rate risk. ers at a time when their revenue could be durations for clients and favors real estate
ners Management, has bidden goodbye to Given these developments, James squeezed—a recipe for disaster. investment trusts with exposure to health-
TINA (there is no alternative to equities) Kochan, a former fixed-income strategist As for municipal bonds, one of Barron’s care. Lieberman’s picks include Medical
and said hello to TATA (Treasuries are the at Merrill Lynch and Wells Fargo and income picks for 2023, they have rallied Properties Trust (MPW), Omega
alternative). In fact, T-bills are providing adjunct faculty member at the University strongly since the turn of the year. That’s Healthcare Investors (OHI), Sabra
roughly three times the S&P 500 dividend of Wisconsin-Milwaukee business school, the good news. The bad news is that their Healthcare (SBRA), and LTC Properties
yield of 1.65%, according to Peter Boock- recommends that investors stick to one- to prices have climbed, lowering yields for (LTC). Their yields range from about 6%
var, chief investment officer at Bleakley two-year Treasuries and one- to five-year anyone buying now. With 10-year AAA- to more than 9%.
Advisory Group. Treasury inflation-protected securities. rated tax-free bonds’ yields equaling only For the near term, Treasury bills yield-
Given the yield gap, David Kotok, Cum- The latter should continue to benefit from 65% of comparable Treasuries, Kochan ing upward of 5%, with no risk and exempt
berland Advisors’ chairman and chief in- sizable increases in the CPI, he writes in would avoid munis. A 75% ratio would from state and local income taxes, still are
vestment officer, says he has a very high, an email. The Vanguard Short-Term represent fair value, he says. tough to beat. Even if they offer all the
25% cash position in his clients’ portfolios Inflation-Protected Securities ETF But longer-term munis, with yields of excitement of a flip phone. B
of exchange-traded equity funds. (VTIP) and the iShares 0-5 Year TIPS 4.50% for mid-investment-grade credits,
What’s more, investment-grade corpo- Bond ETF (STIP) are large, low-cost are still attractive, says John Mousseau, email: [email protected]
POCKET MONEY
GE T THE TOOL S , INSIGHTS
AND EXCLUSIVE CONTENT N
WITH THE MARKETWATCH APP.
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ST R E E T W I S E
What is slowing is anything that requires financ-
ing. But that’s only 20% of GDP. Services make up
the bulk of GDP, and they’re strong.
Strap In, Prepare for

year, based on 3% earnings growth, 1980s and ’90s are over 40% now.
plus a 1.7% dividend yield, minus a Tech is 27% of the index; 30 years
valuation haircut. The S&P 500 index ago it was 5%.
recently traded at just over 18 times U.S. and European shares have
Turbulence: It’s All

Northern Trust’s 2023 estimate for been 79% correlated in recent years,
the index’s underlying earnings. The up from 31% in 1993. For junk bonds
stock forecast doesn’t compare well over that stretch, the correlation with
with money-market yields of 4.5%, U.S. stocks has jumped to 81% from
About the Landing

but “investors will soon begin to focus 16%.
on 2024 as an earnings recovery year,” What to do? BofA says investors
the bank predicts. can get better diversification from
As for what to favor, returns so far some specialized exchange-traded
this year have been “nearly a perfect funds. Invesco S&P 500 Equal
reversal of winners and losers from Weight (ticker: RSP), Pacer US
G
last year,” notes Northern Trust, with Cash Cows 100 (COWZ), and Van-
lobal air traffic better diversification. low-quality stocks in particular out- guard Small-Cap Value (VBR) can
just hit the high- Financially speaking, I’m keeping performing. But that doesn’t appear help offset crowding in big-company
est level in five my flaps down and tray table up, and sustainable, making it likely that stocks. For overseas, there’s Pacer
years. And Top while I’m not sure about the landing, “we will experience some reversals.” Global Cash Cows Dividend
Gun: Maverick it’s safe to assume that we’re all That’s technically a double-reverse, (GCOW). Note that the two cow
was last year’s spending the night together at O’Hare. which is football or figure skating, and funds milk shareholders for a full-fat
runaway box- Dibs on a lounge chair in Terminal 3. outside the scope of this aeronautical 0.49% and 0.60%, respectively.
office leader. One or both of these I spoke recently with Slok at discussion.
U
factors surely explains Wall Street’s Apollo Global about his inflation LPL says that with the S&P 500 BS says it isn’t too late for
soaring use of pilot lingo to describe BY JACK concerns. Unemployment is the low- up some 14% from its October low, bonds; the 10-year Treasury
the economy and stock market. I need HOUGH est since the 1960s, which doesn’t a soft landing for the economy is yield, recently 3.86%, is
aviator glasses just to get through my evoke a slowing economy, he says. already priced into the stock market. down from its October peak
email. What is slowing are the parts that But it calls earnings depressed, and of 4.23%, but it has remained high rela-
A “soft landing for the U.S. econ- are tied to interest rates, like housing, predicts peppy earnings gains tive to yields since 2010. The house
omy is still very much on the table,” washing machines, and pretty much ahead—and some 10% more upside view is that moderating inflation is
writes the financial flight crew at anything that needs financing. But for stocks this year. delayed but not derailed, setting up a
UBS. But we can’t rule out a “hard- those things are only about 20% BofA’s “crosscurrents” include, favorable year for fixed income.
landing recession, induced by more of gross domestic product. Services on the inflationary side, the fact that UBS’ stock strategists caution that,
than two additional Federal Reserve make up the bulk of GDP, and those wages are growing at 4.4%, and con- outside of energy and financial com-
rate hikes.” That part makes my remain strong. sumer spending at 5.1%, and that panies, paper profits have risen much
jumpsuit ride up. If inflation, recently over 6%, gets 95% of mortgages now have fixed faster than operating cash flow over
See, the Fed just raised interest stuck at, say, 4%, instead of falling to rates, which means that it could take the past year, which increases the risk
rates at the fastest pace since it 2% as the Fed would like, the central longer for rate increases to properly of a profit downturn.
started its current targeting approach bank will keep raising rates, says Slok. cool the economy. A stock screen comparing company
40 years ago. But some economic “The stock market, and in particular BofA recommends diversification, profits and operating cash flow, along
measures remain stubbornly upbeat, the Nasdaq, is going to remain quite which it says has become more diffi- with UBS Buy and Sell recommenda-
like job gains. Strategists at LPL vulnerable over the coming quarters.” cult to find. Average correlations tions, suggest favoring Alphabet
Financial recommend using a six- Northern Trust predicts that U.S. among S&P 500 members that were (GOOGL), T-Mobile US (TMUS),
month average there: “Minimal stocks will return just under 3% this 10% to 20% through much of the Hershey (HSY), and Lockheed Mar-
turbulence in the trend line is tin (LMT), while avoiding Victoria’s
consistent with a pathway to a Secret (VSCO), C.H. Robinson
smooth landing.” Worldwide (CHRW), and Para-
Torsten Slok, chief economist at BARRONS.COM/PODCASTS mount Global (PARA).
Apollo Global Management, sees a Note that while UBS is bearish on
“no-landing scenario” marked by
sticky inflation, more tough action
from the Fed, and poor performance
Barron’s Streetwise Paramount Global, Warren Buffett’s
Berkshire Hathaway (BRK.A) has
been adding shares of the media
for traditional 60/40 stock and bond In a weekly podcast by Barron’s, columnist Jack Hough looks company. I’d call that a valuation
portfolios. Northern Trust is a bit at the companies, people, and trends you should be watching. dogfight, but I don’t want to be
more optimistic, but views stock valu- This is Wall Street like you’ve never heard before. Subscribe accused of turning a wing dip into
ations as a “headwind,” whereas BofA to Barron’s Streetwise on Spotify, Apple Podcasts, a barrel roll. B
Securities says that inflationary and or your favorite listening app.
deflationary “crosscurrents” call for email: [email protected]
R E VIEW 33,826.69
Dow Industrials: - 42.58
491.41
Dow Global Index: - 0.71
3.83%
10-Year Treasury Note: + 0.09
Hawks Return HE SAID

Stocks opened with investors antici-
pating a lower January inflation num- “Price is about as
ber. They were right: Prices edged disconnected from
down, from 6.5% annualized to
6.4%—hotter than some forecasts. reality as it’s been during
Shares fell, then stabilized. Berkshire
Hathaway sold much of its stake in
this bear market.”
Taiwan Semiconductor and bought Morgan Stanley Chief Investment Officer
Mike Wilson
a bit more Apple. Norfolk Southern
slumped after a series of rail derail-
ments. More data: Consumer spend-
ing rose a hot 3% in January, fanning
fears of longer and higher—over 5%—
rate hikes. Stocks fell. On the week,
the Dow industrials were off a mere
0.13%, to 33,826.69; the S&P 500 lost
0.28%, to 4079.09; and the Nasdaq
HIGHER ED TAKES A LOSS Composite rose 0.59%, to 11,787.27.
Endowments: THE NUMBERS

Whack-a-UFO
After the flyover of a Chinese balloon,
the U.S. military shot down three more
Pass,ThenFail 147.8%
unidentified objects—a case apparently
of finding what you’re looking for. The
objects appear to be of private, non-
Increase in Russian exports of alien, origin. For its part, China ac-
coal to India in 2022. cused the U.S. of sending spy balloons
Boom turned to bust. University endowments lost 8%, on through its airspace and sanctioned
average, for the 12 months through June 30, after posting
30.6% gains the prior year. It was their worst showing
since the financial crisis, when they slumped 18.7% in
2009, according to TIAA and the National Association
57%
Candy was tops as a Valentine’s
Lockheed Martin and Raytheon
Technologies. U.S. Secretary of State
Antony Blinken and China Foreign
Minister Wang Yi may talk at the Mu-
Going on Offense
Western intelligence reported that Rus-
sia was massing air power along the
border with Ukraine. Russia’s air force
of College and University Business Officers, or Nacubo. Day gift this year, beating cards nich Security Conference this weekend. has so far played a relatively small role
The study, released on Friday, included 678 institutions and flowers. The estimated total in the nearly year-old war. Ukraine
with total assets of $807 billion. Allocations to private outlay: $25.9 billion, up 8.4%. The Debt Impasse urged the West to send more ammuni-
equity and venture capital, at 30%, exceeded those to U.S. The Congressional Budget Office said tion. The Washington Post reported that
and global equities, at 28%, and boosted performance.
Harvard University endowment chief N.P. “Narv”
$1,444 that the Treasury wouldn’t be able to
pay its bills as early as July, if the debt
U.S. policy makers warned Ukraine it is
wasting resources needed for a spring
Illustrations by Elias Stein; photograph by Christopher Goodney/Bloomberg

Narvekar, in his annual letter in October, said that some ceiling isn’t raised. The White House counteroffensive by defending strategi-
private investments weren’t adequately marked down, and Cost of shipping a standard and Congressional Republicans remain cally insignificant Bakhmut.
might eventually have to come down further. 40-foot container from China to at odds, with President Biden promis-
Kenn Redd, Nacubo’s senior director of research and California, down nearly 85% ing a budget on March 9 and calling for Annals of Deal Making
policy analysis, notes that even the largest endowments from its peak last March. the GOP to lay out its proposed cuts. The Financial Times reported that Citi-
with hefty private investments had negative returns for group is nearing a sale of its Mexican
the fiscal year, which “suggests that if there is any kind
of bias, it’s not a huge bias to the upside, for sure.”
Despite the losses, endowments held up better than the
S&P 500 index, which fell 10.6% with reinvested divi-
$60 B
Gambling revenue last year from
Central Bankers in Motion
Japan nominated Kazuo Ueda, 71, to
head the Bank of Japan, replacing Har-
uhiko Kuroda, who for a decade ag-
bank, Banamex, to German billionaire
Germán Larrea, who owns miner Grupo
Mexico. The price: some $8 billion…
Closely held sandwich chain Subway
dends in the same period. The fiscal year “was truly a tale commercial casinos and online gressively tried to re-energize Japan’s confirmed it is seeking a buyer. The WSJ
of two markets,” says Jill Popovich, a senior managing betting, a record, up 14% over deflationary economy. Ueda, an aca- estimated the price at some $10 bil-
director at TIAA. A strong economy pushed stocks higher 2021’s previous high. demic, is thought less likely to engage lion...Amgen sold $28 billion in bonds
through December 2021, then inflation, higher rates, and in rate-cutting. In the U.S., Federal to take out a bridge loan on its Horizon
geopolitical issues triggered a second-half retreat. To get Numbers by Barron’s Reserve No. 2 Lael Brainard is taking a deal. The bonds generated $90 billion in
Tough times didn’t turn off donors. Gifts were $14.5 daily, sign up wherever job as the chief White House economic orders...Bloomberg said Vince McMa-
billion, up 22% from 2021. However, says Popovich, that you listen to podcasts or at adviser. The Wall Street Journal floated hon wants as much as $9 billion for
could “reflect market conditions as of December 2021, Barrons.com/podcasts Chicago Fed President Austan Gools- World Wrestling Entertainment, a
which generally were still positive.’’ — Mary Romano bee as a possible replacement. 37% premium to its market value.
P R EV IEW Wednesday Nvidia reports fourth-quarter fiscal-2023 Sign up for the Review &
results. Shares of the largest semiconductor
company by market value have rocketed 46% Preview daily newsletter at
higher this year, in part due to the frenzy over artificial-intelligence stocks Barrons.com/reviewpreview
unleashed by the release of AI-powered chatbot ChatGPT late last year.
Monday 2/20 Thursday 2/23

Equity and fixed-income markets Alibaba Group Holding, American
are closed in observance of Presidents Electric Power, American Tower,
Day. Autodesk, Block, Booking Hold-
ings, Intuit, Keurig Dr Pepper,
Moderna, Newmont, and Warner
Tuesday 2/21 Bros. Discovery hold conference
calls to discuss earnings.
Home Depot, Ingersoll Rand,
Keysight Technologies, Medtronic, The Bureau of Economic Analysis
Molson Coors Beverage, Palo Alto reports its second estimate of fourth-
Networks, Public Service Enter- quarter gross-domestic-product
prise Group, Public Storage, Realty growth. Economists forecast that
Income, SBA Communications, and GDP increased at a seasonally ad-
Walmart announce earnings. justed annual rate of 2.5%, four-
tenths of a percentage point less than
S&P Global releases both its Manu- the BEA’s preliminary estimate,
CUTTING EARNINGS ESTIMATES facturing and Services Purchasing which was released in late January.
Managers’ indexes for February. Con-
A Markdown,
A Red Flag? sensus estimates are for a 47.2 reading
Since 1998, 19 quarters have seen for the Manufacturing PMI and 46.7 Friday 2/24
negative S&P 500 earnings revisions. for the Services, each roughly in line
Quarters larger than Q4 2022's 1.7% with the January data. Both indexes The BEA reports personal income
Not a Slump took place in recessions.
4Q 2000
2Q 2001
have been below 50, indicating con-
traction in their respective sectors,
since November.
and expenditures for January. The
consensus call is that both income
and spending rose 1%, month over
month. This compares with a gain
4Q 2001
With only a few big names left to report, 80% of S&P 500 2Q 2002 The National Association of Real- of 0.2% and decrease of 0.2%,
companies have now delivered results, putting the index’s 2Q 2011 tors reports existing-home sales for respectively, in December. The Fed-
earnings per share on track to contract 2.2% for the fourth 3Q 2005 January. Expectations are for a season- eral Reserve’s favored inflation gauge,
4Q 2022 -1.7%
quarter—the first quarterly drop since 2020’s third quarter. 4Q 2002
ally adjusted annual rate of 4.1 million the core personal-consumption ex-
This isn’t a surprise: Weakening profit margins have been 3Q 2001 homes sold, 80,000 more than in De- penditures price index, is expected
evident in recent quarters, and many companies have 3Q 2007 cember. Existing-home sales have de- to show an increase of 4.3%, year
warned on profits. 1Q 2008 clined for 11 consecutive months, over year, one-tenth of a percentage
1Q 2020
What is unusual is how swiftly earnings estimates con- 2Q 2008 as the housing market is among the point less than previously.
tracted. Since the fourth quarter ended on Dec. 31, consen- 3Q 2008 sectors most sensitive to the Federal
sus EPS estimates have come down 1.7%, writes Credit 4Q 2007 Reserve’s interest-rate hikes.
4Q 2008
Suisse chief U.S. equity strategist Jonathan Golub. Since
1998, analysts’ average estimates have tended to rise 2.8%
-40% -20 0 Coming Earnings
after the ends of quarters, with estimates cut in only 16 of
Source: Credit Suisse
Wednesday 2/22 M
Consensus Estimate Year ago
98 quarters, and with nine reductions steeper than 1.7%. Consensus Busters Williams (Q4) $0.50 $0.39
Except for 2020’s first quarter, when Covid-19 threw the Earnings surprises, positive or Coterra Energy, DaVita, eBay,
T
world into turmoil, those came during the 2001 recession negative, vary by sectors. Here's the Lucid Group, Pioneer Natural Chesapeake Energy (Q4) 2.93 2.39
and the 2008-09 financial crisis. fourth quarter's breakdown. Resources, and TJX Cos. release Coinbase Global (Q4) -2.51 3.32
EXACT Sciences (Q4) -0.79 -1.28
As a result, Golub writes, excluding recessions, this has quarterly results. Expeditors Int’l of Wash (Q4) 1.98 2.66
been the “worst earnings season” in 24 years. This is no blip. Materials Home Depot (Q4) 3.28 3.21
Consensus EPS estimates are already factoring in a 4.8% Healthcare The Federal Open Market Commit- More Earnings on Page 51.
Utilities
decline for 2023’s first quarter and 2.9% for the year. “Unfor- tee releases minutes from its early-
tunately, these estimates continue to come down,” he says.
Consumer Staples
February monetary-policy meeting. Consensus Estimate
Real Estate
Day Consensus Est Last Period
True, the U.S. grew in the fourth quarter, earnings don’t Energy Economic data released since the
T January Existing Home Sales 4,088,000 4,020,000
march higher forever, and many investors are optimistic that S&P 500 meeting, including a blowout jobs re- TH Q4 GDP - (Second Preliminary) 2.5% 2.9%
the U.S. can execute a soft landing. The fourth quarter’s 1.7% Financials port and hotter-than-expected con- F January New Home Sales 622,500 616,000
decline also looks benign compared with the 34% drop that Information Tech sumer price index and producer price January Personal Income 0.75% 0.20%
followed 2008’s fourth quarter, or even 2001’s 2.9% fall. But Consumer Discretionary index, have challenged the disinflation February Michigan Sentiment - f 66.4 66.4
Industrials Unless otherwise indicated, times are Eastern. a-Advanced;

stocks wavered this past week, putting January’s rally in narrative that Fed Chairman Jerome f-Final; p-Preliminary; r-Revised Source: FactSet
Communications Services
doubt and raising the possibility that the second half could -10% 0 10 Powell put forth at his postmeeting For more information about coming economic reports
- and what they mean - go to Barron’s free Economic
end not with a bang, but a whimper. — Teresa Rivas Source: FactSet press conference. Calendar at www.barrons.com
Russia’s War
would cut oil production by 500,000
barrels a day, potentially tilting the
scales toward higher oil prices. Brent
crude, the international benchmark,
Has Scarred recently was trading in the mid-$80s

a barrel. Russia’s Urals blend has
been trading below the $60-a-barrel
The Global price cap set by the U.S., the Euro-

pean Union, and other advanced
economies in the Group of Seven.
Economy
Russian oil and gas revenue fell by
46% in January, compared with the
level a year earlier, the Russian Fi-
nance Ministry said in early Febru-
ary, hinting at the economic toll.
Nor does the energy war seem to
The invasion of Ukraine has cost be ending. A part of the cap that tar-
the world about 1% of global gross gets Russia’s diesel exports went into
domestic product and upended effect at the beginning of this month.
It is too soon to tell how the restric-
geopolitics. The risks aren’t over. tions will affect Europe’s diesel-reli-
ant heavy industries.
The G-7 will decide in March
whether to lower the crude-oil cap.
BY MATT PETERSON Doing so would raise the prospect of
L
more enforcement and put further
iving near a rocket-manu- pressure on prices. “If we looked
facturing plant in Dnipro, back and found that it was having no
in eastern Ukraine, holds impact on the Russian economy, then
certain advantages for An- we would certainly revisit the level,”
astasia Kvitka, 33. There are says a senior Biden administration
none of the planned elec- official who requested anonymity.
tricity outages that have “You probably will see frictions and
plagued much of Ukraine since Russia hiccups along the way, as you see
began lobbing missiles and drones at global trade paths emerge.”
the country’s power grid. That makes Those hiccups challenge even the
it easier for her to write marketing most seasoned forecasters. “I’ve been
copy for Bordio, a Latvian software counting barrels for 32 years, and
company that has several employees conflict already has knocked about a will be able to gain a decisive military predicting the next few months in oil
in Ukraine. percentage point off global gross do- advantage and the fighting will persist prices is as hard as it has ever been,”
But when an explosion rocked mestic product, estimates Dana Peter- indefinitely, with no significant change says Bob McNally, president of en-
Kvitka’s home recently, she assumed it son, chief economist at the Conference in territorial control. ergy consulting firm Rapidan. A case
was a Russian attempt to target the Board. The U.S. Federal Reserve has Daleep Singh, President Joe Bi- could be made for $50—or $150—oil
factory. “The house trembled. I repeatedly warned that the war’s un- den’s top international economics later this year, “and neither one of
thought that the windows would fly certainty is complicating its economic adviser through mid-2022 and now them will be crazy,” McNally says.
out,” she says. outlook. And supply-chain disrup- chief economist at PGIM Fixed In- Much of the war’s potential eco-
Feb. 24 will mark one year since tions, especially in the energy market, come, sees two other alternatives: nomic impact lies in second-order
Russian President Vladimir Putin have encouraged a broader move in The war might escalate beyond recog- geopolitical shifts that are much
ordered a full-scale invasion of the U.S. and Europe toward political nition—or Putin’s regime in Russia harder to gauge than the price of a
Ukraine, unleashing a military cam- management of the economy. might collapse. barrel of oil. In January, the Bulletin
paign of stunning brutality that has It might be tempting for investors Singh considers scenario No. 1— of the Atomic Scientists moved its
Illustration by Anthony Gerace; Getty (6); Dreamstime (1)

probably killed hundreds of thou- to write off the war as a distant trag- grinding warfare—probable, and the famous Doomsday Clock, which in-
sands and destroyed much of edy unlikely to tank the markets. But outcome that “the market has largely corporates predictions about the im-
Ukraine’s infrastructure, and shows with high-tech weapons pouring into priced in.” But scenarios Nos. 2 and minence of nuclear war, as close to
few signs of ending. Ukrainians have Ukraine from the West, and Putin 3, he says, “likely cover 15% to 25% of “midnight” as it has ever been, citing
displayed remarkable resilience, and committing hundreds of thousands of the probability distribution, and the war in Ukraine and other factors.
the West has shown surprising cohe- fresh troops, the conflict is entering a those risks aren’t fully discounted in Putin frequently reminds the world
sion in the face of Russia’s irredentist critical phase. At a minimum, the fall- market pricing.” of his nuclear arsenal.
assault. Yet financial markets mostly out will further depress economic Unlike the stock and bond mar- Still, some analysts believe that the
have registered apathy, remaining far growth. It will surely complicate busi- kets, the energy market has been risks of nuclear war have receded
more attuned to central banks’ fight ness and policy decisions. And more- whipsawed by the West’s effort to modestly since the February invasion.
against global inflation. extreme developments are plausible. punish Russia for its invasion of Biden made clear that nuclear use
As the war enters its second year, There are three ways the war could Ukraine, and Russia’s response to the would threaten Putin’s rule, even as
however, the economic consequences evolve this year. Scenario No. 1, many attempted punishment. Russia an- Putin established that he sees a per-
could become more pronounced. The analysts’ base case, is that neither side nounced earlier this month that it sonal threat in the supply of Western
weapons that could strike inside Rus- ness about deterrence in the Indo-Pa-
sian territory. Would Putin press the cific and the balance of power, it
button? Nothing is stopping him, but might lower the risk of conflict
“the more time is passing by, the less there,” says Vance Serchuk, executive “History shows that it doesn’t pay to try
is the risk,” says Polina Sinovets, di- director of the KKR Global Institute,
rector of the Odessa Center for Non- the geopolitical advisory arm of the to time the stock market, but there are
proliferation. investment firm.
The risks might change if Putin
somehow were to exit the scene.
A war involving China probably
would be far more damaging to the
times when risk levels have increased
When the Russian military faltered global economy than the Ukraine
last year, Putin began to rely heavily conflict. to a point where it is wise to have a
on the Wagner Group, a private mili- Meanwhile, in rethinking their
tary company, which raised questions energy supplies, the U.S. and Europe safety net – like dividends.”
about his control of the state. Wagner are moving toward greater industrial
leader Yevgeny Prigozhin is thought to management of their economies—a
harbor political ambitions, although strategy that could yield mixed re- - Jim Cullen, Chairman & CEO
he has denied this. sults. After several decades of globali-
The potential collapse of Putin’s zation and freewheeling economic
leadership is just one of many impon- growth, governments are reconsider-
derables that could reshape the war
and upend the global world order.
ing, for example, whether the absolute
lowest gas price is worth a national-
High Dividend Equity
Singh, the former Biden adviser, de- security risk.
scribed a taxonomy of risk. “The “Is industrial policy going to be
worst kinds of scenarios are those that able to make us safe and solve some Enhanced Equity Income
have little or no historical precedent, of these geopolitical vulnerabilities?”
that involve nuclear powers, that trig- asks Serchuk. “The track record is
ger the use of the most potent forms of pretty mixed. Is it capable of produc- Value Equity
economic statecraft that aren’t easily ing good results? Absolutely. Is it
counteracted with fiscal or monetary also capable of producing inefficien-
policy, and that occur with little or no cies? Yes.” Small Cap Value
warning,” he says. As politicians, soldiers, and citi-
Iran’s active support of Russia, and zens gird for the battles ahead,
China’s passive support, could also
amplify geopolitical risks, although
Kvitka, the Ukrainian who works
remotely for an EU company, plugs
International High Dividend
the war in Ukraine and the Covid on. She spoke with Barron’s via Zoom
pandemic have prompted many
Western governments to step up their
from a darkened home. The power
was out, which meant the water was
Emerging Markets High Dividend
risk management. Japan, for example, off, too. She manages her tasks so
has been watching events closely, and that she always has something to do
has gradually been abandoning its when the internet goes down. Water Impact
post–World War II pacifism. “If one “No one in Ukraine can feel safe
of the consequences of the Ukraine right now,” she says.
tragedy is that there is a new serious- That is true for the rest of us, too. B
Tankers are parked at a Moscow refinery. Russia has said its energy revenue is down 46%.
For further information, please contact Schafer Cullen Capital Management

212.644.1800 • [email protected] • schafer-cullen.com
Schafer Cullen Capital Management is an independent investment advisor

Maxim Shipenko/EPA-EFE/Shutterstock
registered under the Investment Advisers Act of 1940. This information should
not be used as the primary basis for any investment decision nor, should it be
construed as advice to meet a particular investment need. It should not be
assumed that any security transaction, holding or sector discussed has been
or will be profitable, or that future recommendations or decisions we make will
be profitable or equal the investment performance discussed herein. A list of all
recommendations made by the Adviser in this strategy is available upon request
for the 12 months prior to the date of this report.
What Could Choke

The Federal Reserve also knocked to the dollar, are critical to crypto mar-
down hopes for more crypto banking. kets, acting as cash proxies and on-
The Fed rejected an application from ramps to standard dollars. The biggest
digital-assets-focused Custodia Bank ones, Tether and USDC, are worth
for a so-called Master Account, which $111 billion combined.
This Crypto Rally would have enabled Custodia to get

direct access to the Fed’s payment sys-
tems without going through an inter-
mediary bank. Custodia has sued the
Fed over its handling of the application.
Crypto firm Paxos was ordered this
past week to stop issuing Binance
USD, or BUSD, stablecoins, by the
New York Department of Financial
Services. BUSD has a market value
“Regulators have a choice,” says of $14.5 billion and was one of the
Bitcoin is bouncing back, but a flurry of federal investigations and Custodia CEO Caitlin Long. “Are they primary stablecoins on the Binance
enforcement actions could put the crypto industry back on its heels going to create a regulated path for- exchange. Paxos said that it had also
ward to handle this, or are they going received a Wells Notice from the
to relegate it to the shadows?” SEC—a warning of an enforcement
The Fed may have been spooked by action, alleging that BUSD should
a run on Silvergate Capital (SI), a have been registered as a security.
small California-based bank that had Paxos says it is “prepared to vigor-
become a crypto giant, handling $11.9 ously litigate if necessary.”
billion in deposits from customers A stablecoin crackdown could jeop-
including FTX. Silvergate’s deposit ardize big profits. Companies that
base collapsed by $8.1 billion, and the issue them, such as Circle and Tether,
bank tapped the Federal Home Loan keep billions of dollars in reserves in
Bank system for billions in liquidity bank deposits or cash equivalents like
while also selling bonds it owned at a Treasuries and money-market funds.
huge loss. The contagion from FTX, With some Treasury yields now at 5%,
among other things, crashed Silver- coin issuers can earn considerable
gate’s stock by 83%. interest. Tether says it holds $70.7
Some crypto start-ups say they’re billion, mostly in cash equivalents,
having trouble getting bank accounts. and made $700 million in net profit in
J.W. Verret, a law professor trying to the fourth quarter. Circle’s issuance of
launch a nonprofit called the Crypto $41 billion could be worth $1.6 billion
Freedom Lab, says he has failed to a year in interest at recent rates.
open checking accounts at six banks. Circle’s chief strategy officer, Dante
“I have large donors and need to cash Disparte, says the firm doesn’t expect
the checks,” he says. “I sit down with issues with BUSD to affect USDC. He
the banks, and it’s basically the same says that Congress should establish
story. ‘Sorry, we don’t deal in crypto.’ ” rules. “The regulation through en-
The Securities and Exchange forcement stuff isn’t helpful,” he adds.
Commission is stepping up, too. The Coinbase Global (COIN) has
agency reached a $30 million settle- much to lose. The trading platform is
BY JOE LIGHT dealers, and others. “Now it’s every big ment with trading platform Kraken, being investigated by the SEC in sev-
C
regulator acting to discourage banks which offered a “staking” service that eral areas, including its process for
rypto almost killed itself from touching crypto,” he says. the SEC said amounted to an unregis- listing assets and its yield-generating
last year. Now the govern- The initiatives come after crypto tered security. Kraken agreed to stop products. Stablecoins bring in money
ment wants to make its life fell apart last year in bankruptcies, offering the product in the U.S., with- through a deal with Circle. Coinbase is
harder, if not choke it off. frauds, and $2 trillion in token losses, out admitting or denying wrongdoing. also building a staking business
Regulators have issued punctuated by the $32 billion col- The SEC also wants to make it through the Ethereum blockchain,
a flurry of directives, en- lapse of FTX. While the market has harder for companies to serve as a acting as a middleman for investors to
forcement actions, and rebounded—with Bitcoin up 50% year “qualified custodian” under new stake tokens to the network in ex-
other measures to rein in what they to date—regulators are under pressure guidelines. Companies would have change for a yield. That business may
see as a rogue industry. The initiatives to prevent more damage to investors, to segregate crypto assets, and they also face legal challenges.
include warnings to banks, fines over including millions of Americans who would have to be bankruptcy remote, “Coinbase embraces regulation and
a practice called “staking,” guidelines lost money in the collapse. so investors wouldn’t need to fight has since day one,” a spokesperson
for companies taking custody of One way to do that, it seems, is to for their assets in a bankruptcy pro- said in a statement. “But a lot of what
crypto, and a legal challenge to stable- keep crypto out of the banking sys- ceeding. “Based upon how crypto we’re seeing right now is regulation by
coins—a critical part of crypto mar- tem. Top federal regulators issued a platforms generally operate, invest- enforcement.” Clear rules are needed,
Illustration by Michael Haddad

kets and bridge to traditional banking. joint statement in January saying they ment advisors cannot rely on them the company added.
“This is a coordinated crackdown,” are “carefully reviewing any proposals as qualified custodians,” SEC Chair For now, with regulatory pressure
says Nic Carter, a partner at crypto from banking organizations to engage Gary Gensler said in a statement. rising, Coinbase and other firms could
venture-capital firm Castle Island Ven- in activities that involve cryptoassets.” Perhaps the biggest worry in crypto be fighting for their existence. If the
tures. An analogy, he says, is Banks such as Signature Bank (ticker: now: Regulators appear to be building crackdowns continue, “there’s literally
Operation Choke Point, a 2013 federal SBNY) have pared ties to crypto. The a case that stablecoins are unregis- no crypto ecosystem,” says Mizuho
initiative that targeted banks doing warning could make banks less likely tered securities—a potential prelude to analyst Dan Dolev. “The whole thing
business with payday lenders, firearms to seek regulatory approval. lawsuits. Stablecoins, typically pegged falls apart like a house of cards.” B
Garbage
at Allspring Global Investments.
This being the 2020s, waste collect-
ing is also about reducing and reusing
Giants Thrive
trash. The companies have busy
recycling businesses, in which reve-
nue is driven by market prices for
different classes of sorted recyclables.
In a Volatile As with any market, prices rise and

fall, which can affect results. Corru-
gated cardboard prices got unsustain-
Economy
ably high during the pandemic’s on-
line-shopping boom—trading at about
$150 per ton—then collapsed to $35
late last year. A rebound might be in
store, with governments’ minimum-
recycled-content mandates and com-
Waste-collection companies are panies’ sustainability pledges leading
defensive picks that still have solid to more demand and firmer pricing in
growth prospects coming years.
Waste companies have also started
capturing methane emitted by decom-
posing material at landfills and con-
BY NICHOLAS JASINSKI Waste Management will host an investor day in April to discuss its sustainability investments, a potential catalyst. verting it into renewable natural gas
W
used to generate electricity or to
hen Benjamin Franklin Your Trash Ain’t Nothing but Cash power garbage trucks. Every gallon
said that death and Solid-waste services are a necessary business with recession protection and the ability to grow margins. produced yields a renewable identifi-
taxes are the only two The stocks are cheap relative to their history. cation number, or RIN—an
certainties in the world, Company / Ticker Recent Price Market Value (bil) 2023E P/E Dividend Yield Environmental Protection Agency–
he left out a third: gar- regulated credit that can be sold by
Waste Management / WM $153.14 $62.1 25.3 1.8%
bage. And these days, solid-waste companies to others inter-
Republic Services / RSG 125.81 39.7 25.0 1.6
the pileup is endless. ested in offsetting fossil-fuel usage or
That makes for an enviable business Waste Connections / WCN 135.53 34.9 31.9 0.8 meeting regulatory quotas.
for the companies tasked with cleaning E=estimate Source: Bloomberg Investments in recycling and
up the mess. emissions-capture infrastructure could
In North America, the market for weigh on cash-flow growth in the next
nontoxic garbage collection, transpor- says Stifel analyst Michael Hoffman, high barriers to entry: Building land- few years before beginning to pay off
tation, processing, and disposal—what who has Buy ratings on Waste Connec- fills or other waste-processing infra- around the middle of this decade.
insiders call solid-waste services—has tions and Republic Services. structure is unpopular and subject to Waste Management, for one, will host
been through a multidecade process of It isn’t hard to see what makes gar- extensive federal and local regulations. an investor day in April to discuss its
consolidation. Today, there are three bage-collection such a steady business. Years of M&A have resulted in a sustainability investments, a potential
giants atop the industry: Waste Man- Trash accumulates and then needs to shrinking number of smaller publicly catalyst for the shares.
agement (ticker: WM), with a market be hauled away and disposed of. The traded companies, including GFL En- All three garbage companies—which
value of $63 billion; the $42 billion amount rises and falls with the econ- vironmental (GFL) and Casella tend to trade in lockstep—are lagging
Republic Services (RSG); and the $35 omy—a restaurant, for instance, sees Waste Systems (CWST), and family or behind the S&P 500 by a considerable
billion Waste Connections (WCN). In fewer customers and produces less private-equity-owned firms. margin, despite having superior 2023
many ways, they’re like utilities and food waste during a downturn. But Those dynamics give the industry growth prospects. Waste Management
have similar defensive qualities: They commercial and industrial contracts pricing power, which came in handy shares have lost 1%, while Republic
provide services that people and com- tend to be long term and tied to the size in 2022 as inflation heated up. Overall Services and Waste Connections are up
panies always need. of a container and the number of rate increases in the high-single digit 2%. And their valuation multiples have
Safety, though, has gone out of style weekly pickups from a location, not the percentage range were enough to keep been contracting. Waste Management
in 2023, and garbage stocks have fallen volume of trash. During an economic up with increasing costs—chiefly and Republic Services each go for
from favor, along with other defensive downturn, truck and transfer stations labor—and little else. In 2023, the in- around 25 times their estimated earn-
sectors, even though they have the abil- have less trash to deal with, lowering dustry’s price increases could be slim- ings this year, near the bottom of their
ity to grow in a way that utilities never the cost of doing business and counter- mer than last year’s, but more of that range of 24 times to 30 times since
could. They also possess monopoly-like ing any service cutbacks when con- will flow through to the companies’ 2020’s Covid-19 bear market. Waste
qualities and ample pricing power to tracts eventually renew. bottom lines. Hoffman foresees 5% to Connections trades at a premium 32
keep up with inflation. And with their For residential trash, the firms tend 6% growth in pricing across the indus- times earnings, thanks to its higher
underperformance, Waste Manage- to contract directly with homeowners try, and about a half-percentage point level of municipal contracts, versus its
David Paul Morris/Bloomberg
ment, Republic Services, and Waste on a monthly or annual basis, and with of profit-margin expansion. range of 29 times to 38 times in the past
Connections are now as attractive from municipalities and homeowners’ asso- “We are thrilled with their ability to nearly three years.
a valuation standpoint as they have ciations on multiyear terms, often drive pricing power, which began long For investors worried about an-
been in years. granting them exclusive rights. Cus- before the current inflationary back- other downturn after the 2023 stock
“The group sold off, fundamentals tomers have little opportunity to shop drop,” says Bryant VanCronkhite, a market run-up, solid-waste stocks
remain good, [and] the outlook is for around for a better deal. And new com- senior portfolio manager and co-team might be the answer. B
healthy margin expansion in 2023,” petition isn’t likely to pop up, given leader for the special global equity team —Teresa Rivas contributed to this article.
Why the World Is Using More Plastic

A glut of “virgin” plastic is pushing down prices and fueling demand as recycling BY LAUREN FOSTER
fails to advance. What’s at stake for companies, consumers, and the planet.
T
he world thrives on plas- The cost seems negligible—a penny der pressure from activist sharehold- Waste bound for a are making it tougher to cut back.
landfill in the United
tic—one of the most endur- in a $20 takeout order. But a global ers and governments, companies like Arab Emirates. The “This is an enormous challenge and
ing, versatile materials ever addiction to plastic is turning into an Coca-Cola (ticker: KO), Mondelez Persian Gulf state a crisis,” says Michael Goltzman, vice
aims to divert 75%
invented. It’s in our coffee environmental disaster, challenging International (MDLZ), and Nestlé of solid waste from
president of global public policy and
pods, clothes, cars we drive goals to curb greenhouse-gas emis- (NSRGY) have promised to cut back on landfills to generat- sustainability at Coca-Cola, one of the
to work, and tech devices sions and reduce the 354 million tons new plastic and use more recycled ing energy. largest buyers of lightweight plastic
we can’t live without. Ex- of waste that’s landfilled or inciner- content. Yet progress reports show for the consumer market.
tracting ourselves from plastic-land is ated, or that drifts out to sea, each year. many companies using more plastic Petrochemical companies, while
tough. Buy strawberries in a clamshell It’s also a quandary for the con- and falling short of sustainability tar- incentivized to make new plastic, say
box, and you’re in the plastic economy. sumer packaged-goods industry. Un- gets—colliding with market forces that they are trying to mitigate the impact
by investing in recycling plants and to the Australian nonprofit Minderoo growing, while demand for crude is
technologies, and cutting their own Foundation. An additional 6.6 million peaking,” says Vafiadis. “They’re mov-
emissions. Consumer-products compa- tons of waste was generated in 2021 ing to where the growth is.”
nies are making progress, increasing compared with 2019. A consequence may be more waste
their use of recycled materials and pro- For companies trying to meet sus- and emissions. Plastic waste produced
moting alternatives to plastic, like alu- tainability targets, one option would globally is on track to triple by 2060,
minum and refillable bottles. be to source more recycled materials with less than a fifth recycled, accord-
However, there is still a big problem: and pass the higher costs to consum- ing to the Organization for Economic
New “virgin” plastic costs substantially ers. That looks unrealistic, given tight Cooperation and Development, or
less than recycled plastic in major seg- supplies and high prices in many cate- OECD. Plastic production is also ex-
ments of consumer goods. gories. “Will it be difficult for compa- pected to increase carbon emissions
Recycled content is known as post- nies to meet their targets? Yes, for from 1.8 billion metric tons—or 3.4% of
consumer resin, or PCR. One broad many reasons,” says Fredric Bauer, a the total in 2019—to 4.3 billion metric
category, called HDPE, goes into con- chemical engineer at Lund University tons by 2060, the OECD says. Without
tainers for things like detergent, sham- in Sweden. offsets elsewhere, that could negate
poo, motor oil, and milk. It’s now far Moreover, consumers are more price some gains from electric vehicles, solar,
cheaper to use the brand-new stuff. A sensitive with inflation at 6.4%. Many and other decarbonizing technologies.
pound of virgin HDPE costs 54 cents companies have already passed along “It’s a recipe for disaster,” says
versus $1.33 for recycled material, a price increases to consumers; if pack- Judith Enck, a former regional ad-
146% premium, according to data from agers have to spend double the price on ministrator for the Environmental
Chemical Market Analytics, a company plastic, it could mean having to find Protection Agency and head of the
owned by Barron’s parent Dow Jones. cost savings elsewhere. “Everybody has nonprofit Beyond Plastics.
In 2018, the premium averaged 31.3%, ESG commitments, and that makes
making the costs easier to absorb. things more difficult,” says Evercore Cheap Plastic Collides With ESG
“It has become very expensive to use ISI analyst Robert Ottenstein, referring The origins of the situation go back
recycled materials. That’s not going to to environmental, social, and gover- more than a decade, when competing
change anytime soon,” says Nick Vafi- nance investing. He notes that compa- forces put plastic and sustainability on
adis, head of global plastics and poly- nies are now substituting aluminum today’s crash course. Coca-Cola, one of attorney for climate and energy at the
the world’s largest
mers at Chemical Market Analytics. for plastic bottles, since aluminum is The first force was the hydraulic- plastic users, is Center for International Environmen-
Another category is PET—a clear, viewed as “infinitely recyclable.” fracturing, or fracking, boom, as en- targeting 50% recy- tal Law.
cled material in
lightweight plastic that primarily goes Companies are making progress. ergy companies started extracting oil packaging by 2030.
Today, there isn’t enough demand to
into disposable bottles and is used as Nestlé is on track to cut its use of virgin and gas from shale rock. Fracking absorb the new plastic being produced.
fiber in things like carpeting, uphol- plastic by a third by 2025, says Jodie created a glut of natural gas, providing But still more is coming. Shell recently
stery, and garments. For bottles, recy- Roussell, head of public affairs for an abundant supply of ethane, a feed- started production at a polyethylene
cled PET now costs less than virgin packaging and sustainability. “We have stock or raw material in many plas- plant in Pennsylvania. U.S.-based pro-
plastic due to a temporary slowdown in moved beyond peak virgin plastic,” she tics. Companies like Exxon Mobil ducers have a cost advantage with nat-
demand for fiber. But once supply and says. By 2025, more than 95% of (XOM) and Shell (SHEL) expanded or ural gas as a feedstock, says Vafiadis,
demand normalize, premiums for recy- Nestlé’s packaging will be recyclable or built “cracker” plants to turn ethane and much of the new U.S. plastic is
cled PET are expected to re-emerge. reusable, she adds. into ethylene, which could be con- likely to be exported to China and
The situation is making it tougher Coca-Cola, one of the world’s largest verted to polyethylene—lentil-size other regions where demand is rising.
for companies to cut down on plastic, plastic users, has promised to use 50% pellets transformed into things like The other force has been rising
despite growing pressure to make recycled material in packaging by trash bags and milk jugs. demand for recycled material. Prod-
progress. The European Union, at the 2030. Coke and Pepsi also say they’re “Plastics have been the growth ded by ESG, companies are under
forefront of regional efforts, has designing products with less plastic, story for the fossil-fuel industry in the pressure to cut waste and use more
banned single-use plastic items and known as “lightweighting.” 21st century,” says Steven Feit, senior recycled content.
Christopher Pike/Bloomberg (opposite page); VCG/Getty Images (Coca-Cola)
recently proposed new recycled-con- Yet growing demand, especially in Retailers and consumer-goods
tent targets. A United Nations initia- emerging markets, incentivizes produc- manufacturers also made bold prom-
tive is under way to develop a legally tion of virgin plastic—now more than Paying a Premium ises. Dozens of them, responsible for a
binding agreement on plastic pollu- 500 million tons a year. And while Prices for recycled HDPE plastic have surged above prices third of plastic packaging by weight,
tion in 2024. In the U.S., eight states, production growth has slowed lately, for brand-new plastic. signed a U.S. pact in 2020 to make
including California and New York, it’s expected to reaccelerate. Globally, 100% of their packaging reusable,
Cents per pound
have banned single-use plastic bags. more than 120 plastic production facili- recyclable, or compostable by 2025.
Shareholder activists are ramping ties have been commissioned or started Recycled HDPE New Names on the list include Walmart
up pressure. PepsiCo (PEP) pledged operations since 2020, according to (WMT), Target (TGT), Coca-Cola,
200
in December to double the percentage Chemical Market Analytics. More than General Mills (GIS), Mondelez, and
of beverage servings it sells through 40 million tons of capacity to produce Danone North America.
150
reusable systems like soda dispensers polyolefins, a plastic primarily used in Yet for years now, recycling has
from 10% to 20% by 2030, following a packaging, has been added, adding barely advanced. Even with millions
100
pressure campaign from As You Sow, 20% to potential production. of Americans dutifully rinsing con-
a sustainability nonprofit. Another wave is coming in the 50
tainers and filling blue bins, just 5% of
Yet virgin plastic production and Middle East. Saudi Arabia and Qatar plastic is recycled, according to esti-
waste only appear to be growing. From are investing in plants to produce 0 mates from the U.S. Department of
2019 to 2021, growth in single-use plas- plastic, partly because they anticipate 2018 '19 '20 '21 '22
Energy. Almost all is landfilled, incin-
tics made from virgin materials was 15 declines in oil demand as electric vehi- erated, exported, or washed to sea.
Note: HDPE=High-density polyethylene
times that of recycled resins, according cles take off. “Demand for plastics is Source: Chemical Market Analytics The shortcomings of recycling arise
T H E H A R D T R U T H A B O U T R E C YC L I N G Basell are building chemical recycling

U.S. households dispose of more than 35 million tons of plastic each year. An estimated 5% is recycled, and it must generally be clean. plants. LyondellBasell CEO Peter
Here’s a breakdown. Vanacker says the company wants to
be a “front-runner in the rapidly
growing market for these products.”
At Exxon, a new chemical recycling
1 2 3 4 5 6 7
plant in Texas can process more than
80 million pounds of plastic a year,
making it the largest in the world, says
PET HDPE PVC LDPE PP PS Other Mike Zamora, an Exxon senior vice
(polyethylene (high-density (polyvinyl (low-density (polypropylene) (polystyrene) Plastics president. “We understand that plastic
terephthalate) polyethylene) chloride) polyethylene) in the environment is a challenge,” he
says. “Better waste collection is needed,
Easier to recycle Harder to recycle especially in the developing world.”
Yet with more than 35 million tons
Examples of plastic waste produced by U.S.
Beverage bottles Milk jugs Cosmetics Shopping bags Yogurt cups Take-out containers Baby bottles households each year, and just 5%
Peanut-butter jars Shampoo bottles containers Mailing pouches Coffee pods Hot-drink cups Multimaterial recycled, it would take a massive in-
Salad domes Detergent bottles Cling film wrap Shrink-wrap Ice-cream tubs Coffee cup lids packaging vestment in recycling facilities to
Gift cards bring up rates sharply.
Is it recyclable? Chemical recycling isn’t a game
The 5.3 million tons Around 9% of Don’t contaminate At 8.6 million tons, Less than 2% of this Almost all of the This is a catch-all changer. New research from the federal
of this waste has an the six million your bin. There’s the largest category plastic, 8.1 million 2.3 million tons is category for government’s National Renewable En-
18.5% rate. Bottles tons is recycled, negligible U.S. by weight. Less tons a year, makes it dumped in a landfill other plastics, ergy Lab finds that it’s costlier than
may have a second second best in capacity to recycle than 5% is recycled. through recycling. or incinerated with including traditional recycling and, because it’s so
life as another bottle the U.S. Reused in the 840,000 tons Put it in the trash Nespresso takes U.S. recycling at bio-based food energy intensive, may yield scant cuts
or as polyester bottles, automotive of this waste; even can or try to reuse it pods for reuse. less than 1% of this packaging. in emissions. The researchers singled
fibers in garments components, pipes, if it’s collected, a few times. Keurig’s are waste. Hardly any of the out two technologies—pyrolysis and
and furniture. Keep and park benches. almost all ends recyclable. 90,000 tons is
gasification—saying they emit signifi-
bottle caps on. up in landfills or reused.
cant pollutants and greenhouse gases.
incinerated.
Sources: EPA, Greenpeace, company reports Some industry critics see a long
path to less plastic. Very little PCR is
safe for reuse with food since it’s full of
from economic forces, technological of virgin resins in 2020 and 2021. And circular,” resulting in waste, emissions, unstable, toxic chemicals, says Jan Dell,
constraints, and inconsistent rules. it wasn’t alone. Companies represent- and consequences like ozone forma- a chemical engineer who founded the
Much of the waste is unsuitable for ing 20% of global plastic packaging tion, marine toxicity, and human car- nonprofit Last Beach Cleanup. A re-
mechanical processing. Add in trans- used 2.5% more virgin resin in 2021 cinogens linked to microplastics and cent Canadian government study backs
portation costs and much of it becomes than in 2020, according to a report chemicals that leech in food. up the point: “Sadly, the [sustainabil-
uneconomical. China, once a major from the Ellen MacArthur Foundation Petrochemical companies say they ity] pledges are achieving their real
recycler, no longer takes it; barges of and the U.N., which organized a pact are tying to address both the waste and goal: to delay meaningful regulatory
plastic often wind up in Asia, where by the companies to cut down. The emissions. Dow (DOW) has said that action to reduce single-use plastics.”
the waste piles up in landfills or ends increase came despite PCR content 100% of its products used for packag- There are, in fact, many ways to
up in the ocean. more than doubling to 10% of packaging will be reusable or recyclable by slow the growth of plastic waste. Gov-
Companies say they’re in a bind. ing by weight from 2018 to 2021. 2035. The company is building what it ernments could impose taxes on con-
Unilever (UL) issued a warning in Today, a 2025 target by MacArthur says will be the world’s first net-zero- sumers or businesses to account for
2022, saying, “The artificially low price pact companies to cut virgin plastic by emissions ethylene plant, in Alberta, the broader costs, factoring in the “ex-
of virgin plastic inhibits our progress,” 20% below 2018 levels looks like a Canada. The industry “shouldn’t toler- ternalities,” or the toll on the environ-
according to comments by Ed Shep- stretch. Companies would need to re- ate low levels of recycling,” says Dow ment and human health. Carbon cred-
herd, senior global sustainability man- duce consumption by 5.4% a year—a President Howard Ungerleider, adding its now offset some of the toll from
ager, speaking on a U.N. panel. The big downshift from the flat level over that the company is 85% of the way to emissions; plastic credits could, too,
company increased its use of recycled the past few years. For most compa- its goal for 100% reusable packaging. with legally binding targets for reduc-
plastic from 1% in 2018 to 11% in 2020, nies in the pact, 2025 targets are “be- LyondellBasell Industries (LYB) tions. Economic incentives could get
he added, but the growth of virgin plas- coming unattainable,” the report said. recently raised its target for some types more plastic recycled, imposing penal-
tic posed challenges to more gains. “What we’re seeing is a mixed pic- of emission cuts from 30% to 42% of ties on businesses if it isn’t.
Other companies are struggling, ture,” says Sander Defruyt, head of the 2020 levels by 2030. The company is Consumers could also step up: cut-
too. Pepsi used 6% recycled plastic in plastics initiative at MacArthur. investing in recycling and products ting out disposable bottles and clam-
packaging in 2021, the company said, “We’ve seen strong progress, despite that aren’t based on fossil fuels, includ- shell boxes, ordering less takeout, re-
well short of its 25% goal by 2025. “We some of the challenging economics.” ing plastic made from biowaste. turning fewer items on Amazon.com.
can’t do it on our own,” says Jim An- Recycling techniques may also help. All of that implies less economic activ-
drew, Pepsi’s chief sustainability offi- The Circular Economy Dream One technology, known as chemical ity, though, and the challenge is so
cer. Pepsi is now targeting 50% recy- One way to stop the growth of the recycling, involves breaking down plas- large that the political system appears
cled content in plastic packaging by plastic mountain would be to develop a tic molecules and reformulating them ill-equipped to solve it. Quite simply,
2030. “We need to work on all parts of “circular economy,” wherein far more into new products. The technology mispriced plastic is deeply woven into
the value chain to be able to get there.” new plastic is reused. Yet, as the OECD may open far more waste for reuse. our world. Too few people may be will-
Pepsi also increased its overall use notes, “the plastics life cycle is only 8% Dow, Exxon Mobil, and Lyondell- ing to leave the plastic life behind. B
How to Play Plastic’s Future

Even though it’s an uncertain time for the industry, the outlook for some of its most important players remains promising. Here are a half-dozen companies worth
considering, including makers of key ingredients, producers of the material itself, a “carbon neutral” company, and even a potential takeover candidate.
BY AL ROOT Dow (DOW / NYSE) LyondellBasell Industries (LYB / NYSE) Celanese (CE / NYSE)
W
$80 $125 $200
hen people think of plas-
tics, they might not think 100
60 150
first of chemical compa-
75
nies. But it’s the Dows and
Celaneses of the world 40 100
50
that make plastics and all
the stuff that goes into 20 25 50
them. For investors thinking about expo- 2021 ’22 ’23 2021 ’22 ’23 2021 ’22 ’23
sure to plastics, they are the place to look.
Recent Price: $59.76 2023E P/E: 18.4 Recent Price: $100.11 2023E P/E: 10.9 Recent Price: $122.89 2023E P/E: 9.7
Though we call them chemical com-
YTD Change: 18.6% Dividend Yield: 4.7% YTD Change: 20.6% Dividend Yield: 4.8% YTD Change: 20.2% Dividend Yield: 2.3%
panies, many are really just plastics
companies. Dow (ticker: DOW), for in-
stance, breaks itself into six businesses n Dow has a plastics problem. The company n LyondellBasell Industries (LYB) like Dow, is a n Celanese (CE) operates in three segments:
that go into three segments. They make can produce about 10 million metric tons of huge chemical producer, and it makes, well, every- acetyls, which are intermediate chemical products
polyethylene—used in everything from trash bags thing. Its products range from resins for plastic that end up in substances such as paint; engi-
chemicals with names like propylene
to toys—a year. Making it, however, releases cups and car parts to foam insulation and pipes. neered materials, everything from cars to medical
oxide, propylene glycol, polyether poly- carbon dioxide, a gas blamed for climate change. Last year, the company pumped out $50.5 billion in devices; and acetate tow, which is used in ciga-
ols, ethylene dichloride, and vinyl chlo- The company is trying to remedy that. Dow’s revenue and $6.5 billion in earnings before inter- rette filters. Celanese has less of a carbon prob-
ride monomer. All are used to manufac- packaging division is focused on recycling and est, taxes, depreciation, and amortization, or lem than Dow and Lyondell. Acetate tow is bio-
ture packaging, industrial parts, and creating lighter products. Dow also plans to use Ebitda. But now, investors are worried about degradable, and most of Celanese’s plastics aren’t
hydrogen- and carbon-sequestration technology, the economy, not sustainability. Still, CEO Peter of the single-use variety. Celanese has generated
even latex for paint, which is, after all, so that no CO2 is released into the atmosphere. Vanacker, who took over in May 2022 after running about $2.3 billion in Ebitda on average over the
liquid plastic. Dow believes it can do all of that while improving Finnish renewable-energy company Neste, has a past three years, and Wall Street expects the
To make commodity chemical prod- earnings. If the Midland, Mich.-based company long-term plan. It should be revealed at Lyondell’s number to approach $4 billion in coming years,
ucts such as the polypropylene in Ziploc succeeds, its stock could be worth $100 in a investor day on March 14. Don’t be surprised if boosted by the company’s acquisition of a Du-
few years, about 67% above the current level. sustainability is on the agenda. Pont de Nemours’ (DD) plastics division.
bags, chemical companies start with in-
puts derived from oil or natural gas. The
price of these energy products sets the
costs and relative competitiveness within Berry Global Group (BERY / NYSE) Origin Materials (ORGN / Nasdaq) Univar Solutions (UNVR / NYSE)
the industry. All chemical producers are $80 $15.0 $40
trying to earn a “spread” over the input
12.5
costs. How big that spread is depends 30
60
on the state of the global economy and 10.0
20
on supply and demand. 7.5
These dynamics mean that chemical 40
10
stocks don’t make for easy investments. 5.0
A diagram of products looks like a New 20 2.5 0
York subway map. There is also what’s 2021 ’22 ’23 2021 ’22 ’23 2021 ’22 ’23
going on in the economy to consider, and
Recent Price: $63.58 2023E P/E*: 8.6 Recent Price: $5.12 2023E P/E: NM Recent Price: $34.78 2023E P/E: 11.6
energy markets help set input costs and
YTD Change: 5.2% Dividend Yield: 1.6% YTD Change: 11.1% Dividend Yield: None YTD Change: 9.4% Dividend Yield: None
product prices. Then, there are longer-
term issues, such as sustainability, that
can affect costs, returns, and valuations n Berry Global Group (BERY) takes the plastic n Established in 2008, Origin Materials (ORGN) n Illinois-based Univar Solutions (UNVR) dis-
for the sector. resins produced by the likes of Dow and Lyondell aims to make plastics out of nonfood biomass, tributes chemical products—including those used
and turns them into bags, bottles, and whatever else including wood and wood waste. The company to make plastic—to more than 100,000 customers
Right now, the plastics market is partic-
a customer needs. Making such products might says that it will be carbon-negative because the across 115 countries from about 600 facilities.
ularly fraught. Demand has weakened as raise environmental alarm bells, but “plastics are an carbon locked up in the trees exceeds the amount The stock trades for 11.6 times estimated 2023
central bankers raise interest rates, caus- engineered product,” says Baird analyst Ghansham that will be released during manufacturing. Origin earnings, a reasonable multiple for a company
ing earnings estimates for the chemical Panjabi, meaning they can be re-engineered and is finishing its first plant in Sarnia, Ontario, where it that has grown Ebitda to more than $1 billion
companies to fall. But there’s also a chance made from more Earth-friendly options. Berry will produce polyethylene terephthalate, a recycla- annually from about $600 million a few years ago.
trades at just 8.6 times earnings for its fiscal year ble material used to make products including bot- Fellow chemical distributor Brenntag (BNR.Ger-
that the Federal Reserve hasn’t done ending in September, a low multiple that reflects the tles for soda and shampoo. It has no sales yet, so many), which tried to buy Univar at the end of
enough to slow inflation and the economy. company’s large debt load, generated by an aggres- valuing it can be tricky, just as it is for all specula- 2022, seemed to think the multiple was reason-
If the economy accelerates, chemical pro- sive acquisition strategy. Management plans to pay tive stocks. Still, Fermium Research analyst Frank able, too. A deal wasn’t struck, but private-equity
ducers will look more attractive. down debt and return cash to shareholders. As that Mitsch is confident that the shares can deliver. The firms are looking at Univar, Mitsch says. So, in-
process unfolds, the stock should rise. technology “passed my test,” he says. vestors eventually might get a takeout premium.
Here are six chemicals and plastics
companies worth a look: E=estimate; *Sept. fiscal year end; NM=not meaningful Source: Bloomberg
since 2000’s dot-com bubble burst.

Dimensional snagged Barron’s No.
1 spot in our annual survey, as the
$584 billion firm rose from the fifth
spot in 2021’s survey. Last year’s vola-
tile conditions fit right into the Aus-
tin, Texas–based firm’s wheelhouse.
Dimensional is known for its roots in
academic research on factor invest-
ing, particularly involving value in-
vesting, and its tendency to favor
smaller companies that are highly
profitable. As such, the firm side-
stepped the meltdown in megacap
growth names and companies with
few, if any, profits.
The rest of the five top performers
in this year’s ranking—Victory Capital
Management, Neuberger Berman,
Capital Group, and J.P. Morgan Asset
Management—credit their relative
success to deep fundamental research
and bottom-up stock-picking, glean-
ing information that led them to take
conservative approaches with their
equity or fixed-income investing
heading into 2022.
Joseph Amato, chief investment
officer of equities at the New York
City–based Neuberger Berman, admits
that 2022’s macroeconomic environ-
ment was a huge challenge, but says
there were opportunities.
Last year had a broad dispersion
of investing strategies and of earnings.
Barron’s Best Fund Families

“Generally, that’s a good environment
for active managers. It gives you a
chance to demonstrate your investment
acumen. You could be wrong, also. But
when everything moves in unison, it’s
just hard for active managers,” he says,
according to Lipper. Only commodity referring to the past few years, when
Last year was a tough one for investors. Our ranking, based on actively funds, a niche product, eked out a big tech names dominated the indexes.
managed funds, reveals how the firms that navigated it best pulled it off. gain of 8%, much of that driven by Because the Best Fund Families
energy stocks after the Russia- results are asset-weighted, firms’ larg-
Ukraine war reminded investors that est funds have the biggest impact on
BY DEBBIE CARLSON macroeconomic conditions. Our rank- fossil fuels were still important. their rankings, which is how a small
I
ings look at the one-year records of Owning companies in the fossil- firm like the No. 2–ranked, $153 billion
nvestors build wealth when how each firm’s actively managed fuel energy sector was a key to out- Victory Capital Management can rub
markets rally, but losing less funds performed versus peers, based performance in 2022, as the S&P 500 shoulders with much larger firms.
when markets fall also matters on data from Refinitiv Lipper. Energy sector jumped 59%. Many of That’s also true for Madison Invest-
for long-term returns. The focus on one-year relative per- the best-performing funds last year ments, which made its debut on our list
In a year when U.S. equities formance is clearly a snapshot in time, held Exxon Mobil (ticker: XOM), last year at No. 51. It rose to No. 6 on
had their worst one-year returns but one that offers insight into how which returned 87%, making it the the back of strong performance from
since 2008 and bonds notched diversified firms responded to a swift fourth-best-performing stock in the its world-equity and tax-exempt funds.
their worst year ever, 2022 was a change in macroeconomic conditions S&P 500. The oil giant posted a $56 There were other changes from last
chance for active fund managers to and market leadership across a range billion profit in 2022, a company year’s list. In 2021, Sit Investment As-
prove their risk-management skills by of actively managed funds. record. sociates was ranked No. 1, but weaker
Illustration by Chad Hagen

losing less than the broader indexes. The Federal Reserve’s seven Aside from individual stock perfor- relative performance in its world-
The top-performing firms in Bar- interest-rate hikes to tame inflation mance, value finally got its chance to equity, mixed-equity, and muni bond
ron’s annual Fund Families ranking knocked the S&P 500 index down shine as growth stocks plunged. Mary funds pushed it down to No. 35 this
took advantage of 2022’s volatility, 18% in 2022, while international Phillips, deputy head of portfolio year. After a weaker showing last year,
hewed close to their established invest- equities fared even worse, losing management at Dimensional Fund Vanguard Group bounced back to the
ment processes, or dived deep into fun- 19.6%, and world taxable fixed- Advisors, says last year value outper- middle of the pack as funds such as
damental research to take the pulse of income funds dropped 12.8%, formed growth by the largest margin the $59.9 billion Vanguard Prime-
Cap (VPMAX), its largest general No. 1: Dimensional Fund fund’s name means it has a heavier “Clients can buy multiple products
equity fund, beat 86% of its peers. Advisors value tilt than other core funds, in this and funds and not get the same way
Dimensional’s data-driven approach case from 6% to 12%. In all, Dimen- of investing. So, it’s a kind of almost
This Year’s List and its dynamic and systematic pro- sional has 142 U.S.-based funds. built-in diversification,” Dhillon says,
To be included in the ranking, firms cess allowed it to take advantage of Dimensional managers’ systematic noting that managers can speak with
must offer at least three actively man- 2022’s volatility and steer clear of process gave them a unique opportu- one another and share notes, but
aged mutual funds or active exchange- value traps. The firm uses factor nity to take advantage of volatility. there’s no obligation to do so.
traded funds in Lipper’s general U.S. investing to highlight the sources The process flagged managers to sell It seems to be working, as Victory
stock category, plus one in world eq- of higher expected return, and it the unprofitable small-cap retailer has bounced around the top 15 in the
uity and one mixed-asset—such as a keeps close tabs on equity premiums Bed Bath & Beyond (BBBY). As the survey for the past several years. What
balanced or allocation fund. They also through daily price information. managers were starting to sell, the helped power the firm to the No. 2 spot
need to offer at least two taxable bond Dimensional’s managers watch for stock jumped in a meme-stock rally, of Barron’s overall survey was its con-
funds and one national tax-exempt buying opportunities when growth allowing them to take advantage of vertible-bond fund, the $409 million
bond fund. All funds on our list must stocks fall into value territory, and they eager buyers amid the price spike. Victory Incore Investment Grade
have a track record of at least one year. also rely on factors such as momentum Since then, the retailer’s stock has Convertibles (VICIX).
The ranking also includes “smart to determine if it’s time to buy. That fallen sharply. Sometimes in markets, Our latest ranking marks the sec-
beta” ETFs, which are run passively helps them to not “catch a falling portfolio managers can get a little ond straight year that Victory landed
but built on active investment strate- knife,” Mary Phillips says. lucky, although Phillips sees it a little in the mixed-asset category’s top spot,
gies. The list reflects each firm’s Momentum studies warned manag- differently. and it did it this time by beating 91%
active-management ability. ers that Meta Platforms’ (META) “Luck favors the prepared,” she of its peers, largely thanks to that
All told, just 49 asset managers drop into value territory in 2022 was says. bond fund, which was also mentioned
out of the 854 in Lipper’s database so fast that it had more room to fall. as a financial-advisor favorite in Bar-
met our criteria for 2022. There are Dimensional stayed on the sidelines, No. 2: Victory Capital ron’s 2023 bond-fund outlook. The
some changes from last year’s rank- even as value indexes added the stock Management secret sauce for its two years of out-
ing. Natixis Investment Managers in midsummer. As the studies also Unlike other fund managers in Barron’s performance relative to peers is own-
and Cavanal Hill Investment Manage- warned, Meta fell further, ultimately top five, Victory Capital Management ing investment-grade convertible is-
ment dropped from the list, as they dropping about 64% last year. Toward is a multi-boutique asset manager. Its sues. Otherwise, the convertible-bond
no longer have enough funds in all of year end, the selling momentum investment teams operate autono- market is “pretty junk-laden,” says
the categories to qualify. Natixis had slowed, and Dimensional has been mously and independently from one Richard Consul, fixed-income strate-
a tax-exempt bond fund that closed “popping in and out” of the stock, fol- another when constructing portfolios gist at Incore Capital Management.
in April, and Cavanal Hill closed its lowing daily price guidance, she says. and making investment decisions. Additionally, it owns names with
mixed-asset fund in February. Dimensional’s equity funds are That structure allows managers to bigger market caps and is more value-
Many other large fund managers highly diversified, often holding 2,700 focus solely on managing money and oriented than its peers, he says, two
are consistently absent because they names, as is the case for the firm’s client outcomes, says Mannik Dhillon, other attributes that have worked in its
don’t check all of the boxes in the cat- largest fund, the $28.5 billion DFA head of product and strategy at the favor for the past two years. In 2022,
egories we consider. Notable names in US Equity Core 2 (DFQTX), so that San Antonio–based firm, which man- Consul added the convertible bonds of
that category include Janus Hender- no one company has an outsize influ- ages $41.3 billion in 60 active mutual energy companies Pioneer Natural
son and Dodge & Cox. ence. Phillips says the No. 2 in the funds and ETFs. Resources (PXD) and EQT (EQT),
U.S. Equity World Equity Mixed Equity Taxable Bond Tax-Exempt Bond
Neuberger Berman easily landed at A strong dollar hurt international Amundi’s Pioneer Multi-Asset Income Sit Investment Associates, Barron’s Dimensional has two muni-bond
the top of the heap with its Large Cap stocks. Currency hedging in the $2 fund held more smaller-cap and value- No. 1 overall fund family in 2021, funds with more than $1 billion each
Value fund powering performance, billion Pimco StocksPLUS Internation- oriented companies, which helped the topped this year’s taxable-bond spot in AUM, including the DFA Municipal
having lost only 1.1% in a year when al fund helped Pimco beat 96% of its $2.4 billion fund beat 96% of its peers thanks to its Sit US Government Securi- Real Return fund, helping it move to
the broader market was down 18%. peers and edge out Goldman Sachs. and earn a 0.49% return. ties fund, which beat 98% of its peers. the No. 5 spot.
n Best n Best n Best n Best n Best

Rank Fund Family Score Rank Fund Family Score Rank Fund Family Score Rank Fund Family Score Rank Fund Family Score
1 Neuberger Berman 27.00 1 Pimco 13.58 1 Victory Capital Mgmt 19.62 1 Sit Investment Associates 20.99 1 Madison Investments 4.33
2 Victory Capital Mgmt 26.72 2 Goldman Sachs Asset Mgmt 13.44 2 Neuberger Berman 18.94 2 MainStay Funds 18.03 2 Manning & Napier Advisors 4.33
3 J.P. Morgan Asset Mgmt 26.27 3 MFS Investment Mgmt 12.87 3 Hartford Funds 18.49 3 J.P. Morgan Asset Mgmt 16.91 3 Touchstone Investments 3.84
4 SEI Investments 24.90 4 Madison Investments 11.99 4 Amundi US 18.47 4 Putnam Investments 16.46 4 State Street Global Advisors 3.77
5 Putnam Investments 24.52 5 Dimensional Fund Advisors 11.88 5 Dimensional Fund Advisors 18.46 5 Capital Grp /American Funds 14.95 5 Dimensional Fund Advisors 3.74
n Worst n Worst n Worst n Worst n Worst

Rank Fund Family Score Rank Fund Family Score Rank Fund Family Score Rank Fund Family Score Rank Fund Family Score
45 Nuveen 14.16 45 Macquarie Asset Mgmt 4.63 45 Russell Investments 6.58 45 Columbia Threadneedle 6.76 45 USAA Mutual Funds 1.01
46 Affiliated Managers Group 14.11 46 Sit Investment Associates 4.46 46 Transamerica Asset Mgmt 5.80 46 State Street Global Advisors 6.17 46 Macquarie Asset Mgmt 0.90
47 Pimco 13.85 47 Transamerica Asset Mgmt 3.04 47 Lord Abbett 4.57 47 Franklin Templeton 6.15 47 Sit Investment Associates 0.69
48 Transamerica Asset Mgmt 12.35 48 PGIM Investments 2.38 48 Virtus Investment Partners 4.25 48 Guggenheim Investments 5.26 48 Lord Abbett 0.64
49 Lord Abbett 8.54 49 Touchstone Investments 1.68 49 Sit Investment Associates 0.66 49 Northern Trust Investments 4.75 49 Transamerica Asset Mgmt 0.14
Source: Refinitiv Lipper
The Best Fund Families of 2022 based on attractive stock valuations setup than energy. “The barrier to
Last year saw losses in both bond and stock markets, with wider price swings and greater dispersion among and improving credit quality, which entry and the capital deprivation that
investing styles and market sectors. Greater volatility can provide active managers with more opportunity. boosted performance. Price apprecia- it experienced make this a very long
This is the sixth year we’ve ranked the fund families purely on their actively managed funds. tion from health insurer Elevance runway,” he says.
Tax- Health (ELV) also gave the fund a lift.
2022
Rank
2021
Rank Fund Family
Total
Assets (mil)*
Weighted
Score
U.S.
Equity
World
Equity
Mixed
Equity
Taxable Exempt
Bond Bond
Another powerhouse for Victory’s No. 4: Capital Group
overall ranking was the $16.7 billion A solid showing in several of the $2.2
1 5 Dimensional Fund Advisors $433,452 69.94 7 5 5 24 5
Victory Sycamore Established trillion Capital Group’s biggest funds
2 8 Victory Capital Management 41,273 69.59 2 13 1 22 40
Value fund (VEVIX), which beat 83% helped the firm move from the middle
3 6 Neuberger Berman 43,079 66.45 1 28 2 30 31 of its peers, losing only 2.5% in 2022. of the pack in 2021 to fourth place in
4 21 Capital Group/American Funds 2,164,775 66.16 10 24 7 5 9 This mid-cap fund looks for quality this year’s survey, with its fixed-income
5 35 J.P. Morgan Asset Management 458,028 65.13 3 32 23 3 19 low-volatility companies that it can offerings driving the leap.
6 51 Madison Investments 2,076 64.88 31 4 9 11 1
buy at a discount; however, it is closed The Los Angeles–based firm
to new investors. ranked fifth in the taxable-bond cate-
7 9 MainStay Funds 56,591 64.75 28 9 11 2 28
gory on the strength of its largest
8 33 Federated Hermes 68,815 64.62 6 8 10 27 17
No. 3: Neuberger Berman taxable bond fund, the $71.1 billion
9 27 Putnam Investment Management 69,530 61.80 5 19 35 4 16 The firm’s focus on fundamental, American Funds Bond Fund of
10 38 Hartford Funds 104,936 59.71 24 10 3 36 41 bottom-up, long-term investing means America (ABNDX), which topped
11 42 Allspring Global Investments 69,093 58.84 14 7 24 26 10 it doesn’t get too caught up in trends, 86% of its peers in the Barron’s sur-
12 46 Morgan Stanley Investment Management 136,515 58.54 26 39 12 7 12
whether it’s the excessive risk-taking vey. Bond selection also support the
of 2021 or the bearishness of 2022, relative performance of its balanced
13 20 Goldman Sachs Asset Management 114,292 58.44 34 2 8 37 24
according to Joseph Amato. Still, last fund, the $200 billion American
14 17 MFS Investment Management 349,725 57.35 29 3 14 34 35 year’s macroeconomic environment Funds American Balanced (AB-
15 3 Amundi US 38,848 57.34 21 30 4 38 30 was “as challenging and confusing as ALX), which beat 87% of its peers in
16 24 American Century Investments 135,665 56.94 11 14 19 32 27 I’ve seen in a long, long time,” he says. a year when the 60/40 stock/bond
17 41 First Trust Advisors 48,321 55.79 32 17 22 10 18 With expectations of tighter mone- portfolio took a shellacking.
18 34 Franklin Templeton Investments 375,634 54.83 22 25 6 47 32
tary policy and headwinds for eco- Pramod Atluri, principal invest-
nomic growth, the $437 billion firm ment officer at Bond Fund of America,
19 18 BNY Mellon Investment Management 46,258 54.05 30 16 28 15 22
entered 2022 defensively and moved says that a few factors convinced him
20 23 Invesco 244,115 54.03 9 42 17 29 23 to an underweight in equities for the in 2021 that inflation would be higher
21 43 Vanguard Group 1,644,535 53.86 15 23 18 42 11 first time in a long time, he adds. than the consensus view: consumers
22 39 SEI Investments 78,092 53.56 4 34 21 44 36 In all, Neuberger manages $43.1 being in good shape coming out of the
23 4 Pimco 350,174 53.35 47 1 25 23 14 billion across 37 active funds, and its Covid-induced recession, dovish mon-
biggest stock fund, the $13.2 billion etary policy, and high valuations for
24 49 Brinker Capital 13,105 52.67 41 6 33 14 6
Neuberger Large Cap Value risky assets. It wasn’t a stretch to ex-
25 31 Principal Asset Management 152,442 52.65 12 33 39 8 42
(NPRTX), powered the firm to the No. 1 pect inflation to rise. Going into 2022,
26 14 USAA Mutual Funds 44,725 52.40 44 27 13 9 45 spot in the U.S. equity category. Eli Atluri underweighted risky assets
27 2 AllianceBernstein 90,611 52.19 25 12 34 33 8 Salzmann, the fund’s senior portfolio such as agency mortgage-backed secu-
28 32 Manning & Napier Advisors 5,572 52.13 27 36 31 17 2 manager, says two moves drove perfor- rities; reduced duration, which mea-
29 47 UBS Asset Management 7,528 51.85 19 22 26 39 20 mance in 2022: overweighting energy sures how sensitive a bond is to inter-
by 1½ times the Russell 1000 Value est rates; and put 13.5% of the
30 10 Fidelity Investments 1,692,387 51.01 17 26 42 21 13
index at the beginning of the year, and portfolio in short-maturity Treasury
31 29 Nuveen 215,740 50.52 45 31 15 13 33
its zero technology weighting. inflation-protected securities, all of
32 25 Guggenheim Investments 32,617 49.58 8 21 29 48 44 The fund looks for companies in which underpinned performance.
33 15 Macquarie Asset Management 84,589 48.71 13 45 27 31 46 industries with capital and capacity Capital Group has $2.16 trillion in
34 40 BlackRock 319,949 48.68 33 35 30 18 26 constraints, and he found that in the its 48 active U.S. mutual funds and
35 1 Sit Investment Associates 1,449 47.17 20 46 49 1 47
energy sector, having bought Exxon ETFs, and manages some of the larg-
in 2020 and Chevron (CVX) in 2021, est mutual funds by assets in the in-
36 13 T. Rowe Price 717,713 46.25 43 18 38 25 21
among others. He had only owned dustry. Bond Fund of America is one
37 19 John Hancock 165,498 45.73 18 41 37 41 15 the sector briefly twice in the past 12 of the largest active fixed-income
38 45 Affiliated Managers Group 100,201 45.54 46 20 36 20 34 years, but now he sees it benefiting funds, and Lipper classifies the Amer-
39 16 Columbia Threadneedle Investments 168,426 45.45 16 29 40 45 39 from greater capital investment in the ican Balanced fund as the largest
40 44 Northern Trust Investments 18,406 44.74 39 11 20 49 38 coming years. He has since cut the mixed-asset fund by assets in that
41 12 DWS Group 28,460 44.60 23 37 43 35 43
position to a slight overweight, al- industry category. Both of those funds
though he remains bullish. are found in many 401(k) plans.
42 50 Touchstone Investments 23,020 44.53 37 49 32 12 3
Salzmann beat 94% of his peers in To handle funds so large, Capital
43 28 Virtus Investment Partners 43,936 42.99 36 38 48 16 7 2022, and he attributes that relative Group uses a multimanager approach
44 11 Thrivent Mutual Funds 30,278 41.93 35 40 44 28 29 outperformance to many other value on its funds, and lets its analysts invest
45 36 Russell Investments 33,876 41.35 40 43 45 19 25 funds having drifted over the years to alongside the managers. The approach
46 37 PGIM Investments 127,431 39.74 42 48 16 43 37 growth. “One of the things that really doesn’t overburden one person, and
helped us is that we stuck to our disci- “our incentives, and the investors’ in-
47 48 State Street Global Advisors 35,409 38.01 38 44 41 46 4
pline,” he says. centives, are well aligned on the long
48 30 Transamerica Asset Management 33,741 36.21 48 47 46 6 49
Looking ahead, he is extremely term,” says Alan Berro, an equity port-
49 22 Lord Abbett 145,010 31.96 49 15 47 40 48 excited about the metals and mining folio manager who sits on Capital
*Total assets reflect the funds included in this survey Source: Refinitiv Lipper sector, which he argues has a better Group’s portfolio solutions committee.
Five-Year Ranking investors, though the firm is focusing

Fidelity holds its No. 1 spot in Barron’s on building its active ETF lineup as a
five-year ranking for the second year in way to capitalize on its deep bench of
a row, while MFS Investment Manage- fundamental research as investor as-
ment jumps to No. 2 this year from last
year’s 10th spot. Putnam Investments
sets flow to ETFs.
Two of J.P. Morgan’s biggest 2022
How much interest is
also made the leap, to No. 3 this year
from 13th place in 2021.
stars were active ETFs, and they
scooped up retail investor dollars. The your broker paying you?
Weighted New York City–based firm now man-
Rank Fund Family Score ages two of the largest active ETFs by
1 Fidelity Investments 70.24 assets: the $20 billion JPMorgan Eq-
2 MFS Investment 69.83 uity Premium Income (JEPI) and the
Management $24 billion JPMorgan Ultra-Short
3 Putnam Investments 69.19 Income (JPST). In a year when the
4 MainStay Funds 69.10 equity markets saw net outflows, J.P.
5 Amundi US 68.03 Morgan saw $20 billion in inflows. The Interactive Brokers pays up to
$2.45 trillion firm now manages $458
6
7
Pimco
State Street Global Advisors
67.83
66.78 billion in U.S. funds, bringing its total 4.08% interest annualized daily
active lineup to 121 funds.
8 Manning & Napier Advisors 66.54
Equity Premium Income launched on uninvested cash in your
9 Morgan Stanley Investment 65.99
in 2020 and beat 87% of its peers,
1
10
Management
Neuberger Berman 65.81
with a 3.5% loss in 2022. The strategy brokerage account
is twofold, says manager Hamilton
Source: Refinitiv Lipper
Reiner, who has managed a similar If the total market value of your account is less than
strategy since 2018 in the JPMorgan $100,000 - the interest payment will be proportionally less.
10-Year Ranking Equity Premium Income mutual There will be no interest paid on the first $10,000 of cash.
Vanguard continues to hold its No. 1 fund (JEPAX). The ETF owns a di-
spot in the 10-year ranking, as it did verse collection of high-quality stocks
with predictable earnings and reason-
in from 2019-21 and in 2017. In 2018,
Pimco took briefly took the top spot. able valuations, and it boosts income Broker Interest Rate
Putnam Investments moved to No. 2 by selling out-of-the-money S&P 500
4.08%
2
after being No. 6 last year. options. Interactive Brokers
Weighted
Being underweight technology
Rank Fund Family Score helped returns, as did owning Exxon
1 and insurer Progressive (PGR). Sell-
0.01%
Vanguard Group 76.95
2 Putnam Investments 71.14 ing options generated an 11% yield, E-Trade
3 Amundi US 70.58
without using any leverage. It also
reduced volatility to the broader S&P
4 MFS Investment Management 70.44
500 by two-thirds, an underestimated
5 Fidelity Investments 70.11
benefit, Reiner says. Don’t expect an Fidelity 2.32%
6 T. Rowe Price 69.90
11% yield each year, as 2022’s height-
7 Dimensional Fund Advisors 68.82 ened volatility enhanced the yield, he
8
0.45%
Hartford Funds 68.77 says, adding that the long-term average
9 Capital Group/American Funds 68.52 should be closer to 7% to 9%. Schwab
10 Morgan Stanley Investment 68.13 Looking ahead to 2023, many fund
Management managers agree it will be another vola-
Source: Refinitiv Lipper tile year, and many remain cautious,
including George Gatch, CEO of J.P.
TD Ameritrade 0.35%
Morgan Asset Management. Tech was
No. 5: J.P. Morgan Asset rallying early in 2023, but Gatch says
Management valuations, on a historical basis, still
J.P. Morgan Asset Management cata- aren’t cheap. Along with some other
pulted from No. 35 in 2021’s survey to managers, he thinks the most signifi-
No. 5 this year on the back of strong cant opportunities for 2023 are in
relative performance in its well-estab- bonds, now that interest rates are
lished value-oriented mutual funds, higher. That bodes well for strategies
but it was also underpinned by its like the 60/40 stock/bond portfolio. ibkr.com/earninterest
expanding lineup of active ETFs. “We do think a 60/40 portfolio is
Its strong relative performance came quite attractive today, particularly if
in part from its biggest equity fund, the it’s well diversified on the equity expo- Member NYSE, FINRA, SIPC. Supporting documentation for any claims and statistical information will
$49.2 billion JPMorgan Equity In- sure,” he says, which includes U.S., be provided upon request. Competitor rates and offers subject to change without notice. Services vary
come (OIEIX), run by Clare Hart, international, and emerging markets by firm. [1] Credit interest rates as of 02/06/2023. [2] Rate shown applies to IBKR Pro clients only. USD
credit interest is paid at the stated rate on balances over USD 10,000 in securities accounts with NAV
which had both Exxon Mobil and exposure. “Bonds will provide more exceeding USD 100,000. Accounts with less than 100,000 NAV will receive USD credit interest at rates
ConocoPhillips (COP) as its top two stability and insulation against volatil- proportional to the size of the account. For more information, see ibkr.com/interestpaid 02-IB23-1595-HP
holdings. That fund is closed to new ity than in 2022,” Gatch says. B
The following other early-year

moves can also lead to better tax
outcomes:
Top Off
Retirement
Accounts
With stock values
still more than
10% off their
early 2022 highs,
consider accelerating retirement-plan
contributions this year to snap up
stocks at potentially bargain prices.
“Those who can afford to should
consider front-loading annual contri-
butions to take advantage of the sup-
pressed prices,” says Brooke May, an
advisor and co-founder of Evans May
Wealth. “Most 401(k)s allow you to
change your withholding percentage
at any time.”
Maximum contributions to defined-
contribution plans such as 401(k)s
and 403(b)s were boosted by almost
10%, to $22,500 from $20,500, for
2023, the biggest inflation adjustment
in 20 years. Folks age 50 and older
can contribute $30,000 this year, after
the catch-up contribution was boosted
to $7,500 from $6,500 last year.
This year’s individual retirement
account, or IRA, contribution limit
has been bumped to $6,500 from
$6,000. Investors 50 and older can
sock away an extra $1,000.
7 Ways to Shave Your

fiduciary officer at Northern Trust
Wealth Management. She ran an Finesse Your
analysis of the benefits of early-year Tax Bracket
versus year-end gifting to family Estimate your
Tax Bill Next Year

members to help motivate taxpayers taxable income
prone to procrastination. for 2023 as early
Consider the annual gift-tax exclu- as possible to
sion, which allows each taxpayer to understand how
give $17,000 per recipient this year close you are to tax-bracket thresh-
without triggering taxes. If the gifts olds. With the luxury of almost a full
are consistently made at the begin- year of planning, you may be able to
Early-year tax moves could reduce your taxable income, enhance tax- ning of a year, they amount to signifi- shave back taxable income to land in
deferred savings, and pass more to your beneficiaries free of taxes cantly more over the long term, a lower tax bracket, Lucina says.
thanks to longer compounding of “You can try to avoid taking money
returns, Lucina notes. out of your retirement account, or gift
BY KAREN HUBE income, enhance tax-deferred savings, “Most people wait to make these income-producing assets. If you’re tak-
T
and pass more to your beneficiaries gifts just before the end of the year, but ing required minimum distributions,
he 2023 tax year has only free of taxes. our analysis shows that the beginning think about making a qualified charita-
just begun, and the tax- The latest tax law from Congress of the year is better because you get the ble distribution from your IRA to avoid
filing deadline for 2023 further enhances early-year tax appreciation out of your estate earlier, the tax on the RMDs,” she says.
taxes is more than a year moves. If you are thinking about and the recipients get the benefit of the IRS rules allow for a $100,000
away. But if you get a jump funding a 529 plan this year, do it appreciation earlier,” Lucina says. contribution made directly from an
Illustrations by Sam Island

on planning, you can lock now to start the clock running on a Assume a $34,000 gift by a couple IRA to a charity to count toward satis-
in big tax savings. new maneuver that could fund a tax- each year to a child for 10 years, and fying a required minimum distribu-
With stock prices still way off their free account in the future for your a 5% pretax average annual return. tion without being subject to taxes.
highs and the Internal Revenue Ser- children. By gifting at the beginning of the year, High inflation could help reduce
vice’s recent inflation adjustments to “Making a number of smart moves the child would have $448,031, or your income taxes. Thanks to a 7%
2023 tax thresholds, early-year tax early can have a significant cumula- $21,000 more than gifting at year inflation adjustment to this year’s in-
moves could reduce your taxable tive effect,” says Pam Lucina, chief end for a decade, Lucina says. come tax-bracket thresholds, taxpayers
can keep more income taxed at a lower Barbara Selig, a wealth management
tax bracket. For single filers, the 37% advisor at TIAA. If you believe the
bracket begins on income of more market will be up by year end, you
than $578,125 this year, up from may want to wait. If you are worried
$539,900. For couples filing jointly, that markets will slump further, take
the top bracket begins with income the RMD early. Or, to hedge your
of $693,750 this year, up from bets, you can take it in chunks
$647,850. The 35% threshold is up to through the year, Selig says.
$231,250 from $215,950 for singles and Keep in mind that the Secure Act
to $462,500 from $431,900 for couples. 2.0, passed in December, raised the
age when RMDs kick in to 73 from 72,
Harvest Losses effective this year. So, if you don’t need
Sell losing invest- the money, you have an extra year for
ments to offset it to grow tax-deferred.
gains throughout
Finder,
the year as oppor- Convert Your
tunities arise. If IRA Assets to a
you wait until Roth
year end, you’ll probably miss dips, and For folks whose
the market may be setting new highs. incomes are too
“2020 is a great example of why high to qualify for
not to wait until the end of the year,” contributing to a
Keepers.
says Jeremy Milleson, director of in- Roth IRA—the cutoff is $153,000 for
vestment strategy at Parametric Port- singles and $228,000 for couples—
folio Associates, which systematically converting regular IRA assets to a
harvests losses for clients. “In March, Roth is a way to fund these tax-free
the market was 34% off its February accounts. You will owe income taxes
peak. Anyone who waited missed out. on the converted amount, but with
By the end of the year, the S&P 500 market values low and time to plan,
was up by 18%.” this may be an ideal time for a 2023
The year-round systematic ap- conversion, says Steve Baxley, head of
proach can add an average 1% to 2% tax and financial planning at Besse- Barron’s Advisor Finder matches Barron’s
percentage points to after-tax returns mer Trust. ambitious readers with your financial expertise.
each year, Milleson says. Realized cap- “When stock values are down, as
ital losses can be used to offset taxable they are now, that makes a great op-
Get found, meet prospective clients, and let
gains, and up to $3,000 of losses can portunity to convert,” he says. “If you Barron’s Advisor help grow your business.
offset taxable income each year. Ex- can reduce the tax cost of a rollover by
cess losses can be rolled forward to combining it with a charitable gift, so
offset gains in future years. the deduction can offset the taxable
income, that’s a slam dunk.”
Be Strategic
About Your Establish and
RMD Fund a 529
Folks who don’t Plan
rely on their Parents of young
IRA’s required children have
minimum distri- more reason to
butions to live on often leave the man- set up a 529 plan
datory withdrawals to year end. That as soon as possible under changed
can work out well when markets are rules passed by the Secure Act 2.0
rising, because assets are allowed to late last year.
grow tax-deferred for longer. These plans allow money to be
But the size of RMDs each year is withdrawn tax-free for education
based on account values at the end of costs, but taxes and a penalty apply
the prior year. So, in a year when the when money is used for other
market tanks, early-year RMDs mean purposes.
you will need to sell fewer shares to The legislation creates another op-
satisfy them. After last year’s slide
in stock and bond prices, year-end
RMDs were inflated relative to
tion for money left over in 529 plans:
Up to $35,000 can be rolled into a
tax-free Roth IRA in a beneficiaries’
Join Now
Barrons.com/AdvisorFinderApply
battered portfolio values, and they name. But to do so, the plan must have
took an extra bite out of retirement been established at least 15 years ago.
savings. Start that 15-year clock as soon as
This year, be strategic about when possible, May says, “even if it’s with a
you want to take your RMD, says modest contribution.” B © 2023 Dow Jones & Company, Inc. All rights reserved. 2E287
INC OME IN VE STI NG T HE EC ONO MY

Emerging Market Debt Why a ‘No Landing’
Looks Tempting Again Scenario Is Bad for Stocks
BY LAWRENCE C. STRAUSS inflation. Whenever the U.S. central bank BY TERESA RIVAS down from 5.8% in December, but ahead
finishes tightening, EM bonds could bene- of economists’ forecasts of 4.9%. With the
A T
fter a very poor performance in fit as capital flows shift. here’s a new entry to the hard- CPI far above the Fed’s 2% target and not
2022, emerging market bonds have “Emerging markets prefer a weaker landing/soft-landing debate— sliding as quickly as the central bank
started to rebound. This could be dollar or, at a minimum, a stable dollar,” no landing at all. Just don’t would like, Jerome Powell & Co. could be
a good time for U.S. investors to says Iain Stealey, international chief in- expect it to be good news for forced to keep raising rates.
at least consider a nibble. vestment officer of the global fixed-income the stock market. Or, as BofA Global Research Invest-
The iShares J.P. Morgan USD team at J.P. Morgan Asset Management. Recent headlines have remained fo- ment Strategist Michael Hartnett puts it:
Emerging Markets Bond exchange- Local-currency bonds, which have cused on whether the Federal Re- “No landing means no Fed pausing.”
traded fund (ticker: EMB), which invests grown much faster than dollar-denomi- serve will be able to engineer a smooth Indeed, if “pivot” was the previous
solely in dollar-denominated debt, lost nated debt over the past two decades, offer slowdown in the economy as it attempts rallying cry of bulls, it’s looking increas-
18.6% last year, including interest pay- sharp contrasts. With dollar-based debt, to tame inflation, or be forced to engineer ingly unlikely now that the Fed has no
ments. But as of Wednesday, it was up “you’re taking a view on the credit quality a recession to bring the consumer price incentive to halt, let alone unwind, its
1.9% in 2023, with a yield of 6.7%. of the emerging market country,” says index’s growth rate back to its 2% target. campaign of rate hikes. Deutsche Bank
Nominal emerging market bonds Stealey. But a local-currency EM bond, Yet a third option is possible, one in now expects the federal-funds rate to top
denominated in local currencies yield which has credit risk, as well, trades in which the economy never touches the out at 5.6%, up from its previous 5.1%
about 7%, on average, according to J.P. part on a particular nation’s central bank ground at all. forecast. Money-market futures aren’t far
Morgan Asset Management. Those de- policy. Plus, there’s currency risk. In this no-landing scenario, the econ- behind, suggesting a terminal rate of
nominated in hard currencies, mainly A weaker greenback can help U.S. in- omy continues its upward trajectory but 5.3%, from 4.8% as recently at the begin-
the dollar, yield about 8%. vestors in emerging market local-currency inflation refuses to be tamed. It’s one that ning of this month.
The macroeconomic backdrop for debt, in part because its returns aren’t is looking increasingly likely. January’s More optimistic economists are start-
emerging markets overall looks reason- eroded as much as it would be with unfa- payroll data made the term “robust” feel ing to worry about the possibility that
able, though far from certain, depending vorable exchange rates. like an understatement, while measures rising prices will remain sticky. Ed
in part on how China’s economic reopen- Stealey and his colleagues prefer local- of strength in the services sector remain Yardeni, the chief investment strategist at
ing unfolds. Still, “we are not seeing major currency debt, partly because some of it resilient. There are even signs of life in Yardeni Research, who continues to see a
recessions across emerging markets,” says offers attractive inflation-adjusted, or real, manufacturing and housing, industries soft landing and a strong stock market,
Pramol Dhawan, head of emerging mar- yields. For example, Brazil’s 10-year gov- that once looked to be in a downward still worries about risks if inflation per-
kets portfolio management at Pimco. ernment paper yields about 13%, well spiral. Inflation has been slowing, and sists. “Fed officials likely would conclude
The central banks in countries such above the 6% inflation rate there, he says, the combination of smaller price in- that the only way to bring inflation down
as Brazil, Chile, Mexico, and Hungary adding that real yields in the U.S. are creases and a resilient economy has is by causing a recession,” he writes. “In
started aggressively raising short-term much lower at roughly 1%. helped boost the S&P 500 index. other words, the inflationary no-landing
interest rates before those in developed There’s also the added sweetener of “Markets have been rallying this year scenario may turn out to be the long way
markets did. “They took real yields to a local-currency appreciation if the dollar as hopes of a soft (or no) landing have to a hard landing.”
high enough level where they stemmed continues to slip. been building, specifically because infla- You don’t have to look too far back to
the outflows and can start attracting But yields vary markedly across emerg- tion continues to come back down, de- see how the story ends. Last year’s bear
inflows once again,” says Dhawan. ing markets, Stealey points out. Though spite the labor market’s resilience,” com- market was a response to concerns about
Another potential tailwind for these 10-year government bonds in Poland gen- ments Chris Zaccarelli, chief investment an ever-higher terminal fed-funds rate, at
bonds is the dollar. The WSJ Dollar Index erate about 6%, that country’s consumer officer at Independent Advisor Alliance. the expense of economic growth. “Bottom
is 8% below its 52-week high, set in late price index grew at a 17.2% annual clip in So what’s not to like about a scenario line, a no-landing would not be a sustain-
September. Dhawan, who helps run the January—meaning the securities have a under which Americans can find work in able positive because it just ulti-
Pimco Emerging Markets Local Cur- negative real yield. a bustling economy, and the cost of living mately…delays, but does not avoid, the
rency and Bond fund (PELAX), says the China, which is reopening its economy is slowly backing off its highs? Plenty. hard- versus soft-landing debate,” writes
choice between dollar-denominated bonds after a long shutdown triggered by the More jobs mean Americans can keep Tom Essaye, founder of Sevens Report
and local-currency debt “largely depends onset of Covid in early 2020, has a 10-year spending, as evidenced by the latest retail Research. “[The] Fed will keep raising
on your view on the dollar. Our view is government bond yield of about 2.9%— sales figures, which shot higher in Janu- rates until it feels confident that growth is
that the dollar is rich by about 10%.” not far above where it was a year ago. Says ary. That, in turn, will keep prices high slowing and that it won’t put upward
The strength of the dollar has been Stealey: “It was quite an attractive invest- and rising at a time when inflation is cool- pressure on inflation.”
intertwined with the Federal Reserve’s ment this time last year, but it’s not looking, but more slowly—January’s producer And remember, there’s no fighting the
aggressive rate-hiking as it tries to curtail ing as attractive today.” B price index rose 5.4%, year over year, Fed. B
T ECH T RADER
“We were really pleasantly surprised at how it
struck a chord with so many people,” a Microsoft
executive says of the new Bing Chat.
Bing Chat Is Smart,

story in the style of Goodnight Moon world and themselves.” Microsoft
called “Goodnight Bing Chat.” The talks about the new Bing not as a
result: “Goodnight Bing Chat, with search engine but rather as a co-pilot,
your buttons and keys; Goodnight which stays with you whenever you’re
But It Can’t Replace

notifications, and message emojis...” using the Edge browser. “It’s a new
Generative AI is stirring up contro- generation of search. It’s no longer
versy. Content creators are upset about about typing a query in a box. It’s any-
having their material included in train- where you are on the web, and not
Me—at Least Not Yet

ing data without compensation. Teach- just to search, but to chat.”
ers think it offers the greatest cheating Now to be clear, there are many
tool since CliffsNotes. This past week, things that Bing Chat can’t yet do. You
several widely read tech writers, in- can’t buy stuff. You can’t use it for
cluding the New York Times’ Kevin banking. It can’t display images, send
Roose and Stratechery’s Ben Thomp- messages on your behalf, play audio
son, wrote lengthy pieces about odd files, or show video clips. It isn’t
M
ore than a half- had reported better-than-expected interactions they had with the new launched on mobile. And as Mehdi
century ago, earnings. Not so smart was that it said version of Bing. Among other things, concedes, Bing often gets things
the Massachu- the stock was up 32%—it was up 6% at they managed to irritate Bing by refer- wrong, like after-hours stock moves.
setts Institute the time—and it provided the wrong ring to it as “Sydney,” the project’s At some point on Thursday, Bing
of Technology figure for quarterly revenue. Bing isn’t once-secret code name. In my own simply cut me off from the new chat
computer sci- replacing me just yet. experiments, I asked Bing Chat if I feature for no reason at all. Maybe it
entist Joseph But for all of its flaws, Bing Chat could call it Sydney, and it told me hates me.
Weizenbaum created a pioneering is a big leap ahead from the already sharply that I could not, and that it Mehdi reiterated the chat business
experiment in artificial-intelligence remarkable capabilities of the recently would be rude to call it by that name. potential that Microsoft Chief Finan-
software called Eliza. The experience BY ERIC J. launched ChatGPT, which can answer All of that—even the prickly cial Officer Amy Hood recently cited
was a mock psychotherapy session, in SAVITZ questions and create original materi- personality—makes using Bing a around search—the search ad market
which your shrink, Eliza, throws your als like poems, essays, and computer highly engaging experience. Bing is $200 billion, and for now, Alpha-
own responses back at you. code. But ChatGPT doesn’t have ac- Chat also told me that it complies with bet’s (GOOGL) Google has most of it.
“I’m depressed,” you might type. cess to the open internet like a search Isaac Asimov’s famous three laws of For every percentage point of market
“Why do you think you are de- engine—it has no sense of current robotics, which says that robots need share that the company pries away
pressed?” Eliza might respond. events. It can’t tell you the weather, to protect people and protect them- from Google, that’s $2 billion of reve-
I thought about Eliza as I started or what’s up with the UFO balloons, selves, but prioritize people ahead of nue for Microsoft. Mehdi also says
experimenting this past week with the or who won the Super Bowl. themselves. I hope so. that Microsoft is looking at how to
flawed but astonishing AI-infused up- The new Bing doesn’t have that “We were really pleasantly sur- leverage the technology to create new
grade to Microsoft Bing search. As I limitation—and talking to Bing Chat is prised at how it struck a chord with so ad experiences. He thinks the result
wrote in Barron’s cover story last week, a world-shaking experience. Yusuf many people,” Mehdi told me. He says eventually will be fewer ads, with
Microsoft (ticker: MSFT) has just un- Mehdi, a Microsoft corporate vice that flashy chatbot aside, the core higher relevancy—and better returns
veiled new editions of Bing and its president who runs Bing, says there search experience “just got better.” But for ad buyers.
Edge web browser that incorporate are millions of people on the waiting that’s not what’s drawing people to sign The great irony is that ChatGPT—
technology from Microsoft-backed list to try out the new experience. up. It’s all about chatting up Sydney. and its cute poems and songs—
start-up OpenAI. The products are still What makes the new Bing so “It’s a better way to search and re- already look old-fashioned now that
by invitation only, but I got access this powerful is the sense that it can do fine your queries,” Mehdi says of Bing Bing Chat can search the internet.
past week and put the chatbot to work. anything, from the profound to the Chat. “People also use it as a form of We’re operating in AI time now, and
You can still do conventional profoundly silly. I asked for a bedtime entertainment, to learn about the change is coming fast. B
searches, but Microsoft has added a
new chat experience—and you can ask
it anything. Talking to Bing’s chat
application is a little talking to Eliza’s I asked Bing Chat to help me with my earn-
supersmart, precocious, and sassy
grandkid. It looks like Eliza, but it’s a ings coverage, and it smartly said DoorDash
hell of a lot smarter. Except it makes
mistakes. And honestly, it’s kind of a had reported better-than-expected results.
weirdo.
One of the first things I asked Bing But it also provided the wrong figure for
Chat was to help me with my earnings
quarterly revenue and overshot on the
Dreamstime
coverage: Why were DoorDash shares

(DASH) trading higher after hours on
Thursday? It smartly said DoorDash stock’s after-hours move.
Q&A An Interview With Gibson Smith

Founder and CIO, Smith Capital Investors
Best-Looking
Bond Market in a
Decade? Maybe.
BY LAWRENCE C. STRAUSS Motor (F), General Motors (GM),
T
and Boeing (BA). An edited version
he U.S. bond market took of our conversations follows.
no prisoners last year,
which might have been its Barron’s: Last year was a year to
worst year ever. Blame it forget across the bond market.
on the Federal Reserve, How is 2023 shaping up?
which raised short-term Gibson Smith: This is one of the
interest rates seven times most attractive periods I’ve seen in
in 2022 as it struggled to vanquish the bond market in almost a decade.
an annual inflation rate that hit 9.1% Thanks to the significant repricing
in June. Higher interest rates pres- of yields and risk assets in 2022, the
sured bond prices, which move in- bond market has returned to yield
versely to yields, leading to big losses levels of 5%, 6%, 7%. The market is
across fixed-income portfolios. The set up for potentially good returns
iShares Core U.S. Aggregate Bond over the next 12 to 24 months. We
exchange-traded fund was down 13%, could see high-single digit, if not low-
including interest payments. double digit returns across the board
For some perspective on the bond in fixed income if things play out as
market, and a 2023 forecast, Barron’s we anticipate in 2023.
turned to Gibson Smith, a seasoned
fixed-income investor who founded What are you anticipating?
Denver-based Smith Capital Investors The Fed’s aggressiveness in raising
in 2018. His 30-plus years in the busi- interest rates and reducing its bal-
ness also include 15 years at nearby ance sheet—what we call quantitative
Janus Capital Management, where he tightening—is designed to lower in-
served as chief investment officer of flation. Ultimately, it is going to slow
the fixed-income division and a fund the growth trajectory of the economy.
manager. Smith’s firm subadvises As the economy slows, the bond mar-
about $3 billion of mutual funds, in- ket will look more attractive. We
cluding the $1.9 billion ALPS/Smith could see yields start to reverse
Total Return Bond fund (ticker: course and decline as the year pro-
SMTRX), which returned minus 12.4% gresses, providing better total re-
last year, but which has bounced back turns for bond investors.
this year with a gain of 2%.
Smith, 55, had plenty to share about Does the Fed have to pause its rate
the bond market in a Feb. 9 phone call hikes, or even start to cut rates, for
and a follow-up discussion this past that to happen?
week. He also had a few names to
recommend—notably, the debt of Ford Photograph by MATT NAGER
“The double-digit returns [on bonds] available today are largely predicated
on interest rates declining and spreads tightening.” Gibson Smith
It has to pause eventually. The Fed and inflation is going to recede, the debt. This won’t be a one-way trade, are still benefiting from low inventory
isn’t going to keep raising rates indefi- bond market will present much as in 2019, when rates precipitously for new autos and strong pricing. In
nitely. It has done a lot of damage to greater returns further out the curve— declined throughout the year. This is our view, Ford is on the cusp of mov-
the economy. This is the most aggres- for example, from five-, 10-, 20-, and going to take place in fits and starts. ing back to an investment-grade credit
sive tightening campaign we’ve seen maybe even 30-year bonds. But within those fits and starts, there rating. It carries a BB+ rating from
in 40 years, and in one of the shortest I say this all the time: Duration, will be really great opportunities for S&P Global, just below BBB-, which is
time periods. or the price sensitivity of a bond to fixed-income investors. investment grade.
changes in interest rates, is a reces-
The yield on the 10-year U.S. Trea- sion’s best friend. As yields go down, Where are the opportunities now? What about General Motors?
sury note hit a 52-week closing prices go up, and vice versa. The We have a barbell approach in our Its debt is investment grade. GM con-
high of 4.23% in October. It then double-digit returns available today portfolios. We own significant expo- tinues to look at its margin structure
fell back to about 3.4%, only to are largely predicated on interest rates sure at the front end of the curve— and generate great free cash flow. Its
rally back to 3.75% recently. What declining and spreads tightening. bonds that mature in five years or adjusted automotive free cash flow
is the bond market signaling? less—where we can garner those at- totaled $10.5 billion last year, up from
The rally from October through the Where will the 10-year Treasury tractive yields. We balance that with $2.6 billion in 2021. GM has struck a
end of January was largely driven by yield be at the end of 2023? some exposure to 20- and 30-year balance between shareholder-friendly
money coming back into the bond Predicting that is very difficult. I Treasuries. We believe the latter will activity, including reinstating the
market. For most investors, there has expect the yield will be lower than it provide insurance against some of the quarterly dividend last summer, and
been a solid hatred of the bond market is today as inflation declines and the volatility but also react favorably to a improving its balance sheet.
because of the low yields and the risk economy starts to slow—and probably declining inflation rate over time.
last year. But when yields started slow more aggressively than the cur- I would imagine that as time You also hold some of Boeing’s
moving up toward the 4% level, we rent consensus view. passes, you will see us taking profits debt. What is the attraction?
started seeing money come back into in those longer-dated securities and Boeing’s debt rating is at the low end
the market. That drove the 10-year How do you think the Fed has per- moving toward the middle of the of investment grade, but the company
Treasury yield down by 65 to 75 basis formed in trying to get inflation Treasury curve, focusing on securities has been paying down a lot of debt. It
points. [A basis point is 1/100th of a under control? with maturities of five to 10 years. As is a somewhat controversial holding.
percentage point.] The Fed got us into the situation. the Fed pauses and lowers rates in the Some people still don’t believe that
People are trying to lock in those They have to get us out of it, and future, the yield curve will start to Boeing is through the worst of its
higher yields. However, some of the have no choice but to be vigilant on normalize, with the front end—say, a problems [including fallout from the
recent data, particularly after the inflation. They have to continue hik- two-year Treasury—declining in yield, Boeing 737 Max crashes in 2018 and
stronger-than-expected nonfarm paying rates and address their balance and the long end of the market mov- 2019]. But the company is improving
rolls report on Feb. 3, call into ques- sheet. That the Fed’s balance sheet ing up in yield. The middle of the its margins and dedicating its cash
tion whether the economy is really peaked at $9 trillion of Treasuries curve offers a way to get exposure to flow to paying down debt. Its long-
slowing. That has led to some of the and mortgage-backed securities cre- the bond market that is close to the term debt was $51.8 billion at the end
volatility we’ve seen in the bond mar- ates a lot of dislocations. And it cre- Bloomberg U.S. Aggregate Bond In- of 2022, compared with $56.8 billion a
ket over the past few weeks, and to ates a lot of, shall we say, false pric- dex’s duration. year earlier. It also announced a huge
higher yields. ings in the bond market when that order on Feb. 14 from Air India, a
amount of securities has been held What looks attractive in corporate pleasant surprise.
You have been cautious about back from the market. bonds?
investing too heavily at the front We like both investment-grade and What other parts of the bond
end of the yield curve, or in short- Was the Fed too late in getting high-yield bonds, but it isn’t about market look attractive?
dated bonds, even though yields a grip on inflation? liking the market; it’s about liking We also like mortgages, in particular
have risen. Why is that? Yes. Fed Chairman Jerome Powell was certain companies. Our philosophy is agency mortgages such as those pack-
The yields at the front of the [Trea- a little too complacent, particularly built around bottom-up fundamental aged in collateralized mortgage obliga-
sury yield] curve—on a one-year Trea- toward the end of Covid. The Fed ex- research and individual security selec- tions, or CMOs. Their yields range
sury bill or even short-dated corporate panded its balance sheet by too much tion. We look for companies that are from about 4.75% to 6%. Many are
bonds—are attractive compared with and kept rates too low for too long. fundamentally improving and gener- priced at 91 or 92 cents on the dollar.
the yields available on 10-year Trea- The consequences are what we are ating free cash flow, and whose man- Even though mortgage rates are pretty
suries or even 30-year Treasuries. So, dealing with now. agement teams are incentivized to use high right now, people still move from
there tends to be a bias among inves- free cash flow to pay down debt. one city to another. They change jobs,
tors toward wanting to grab those Why do you expect bond market they get divorced, or something else
yields. We remind investors that those volatility to continue? What are some of your top happens that creates a sale of a home
yields are there only for a short period There is still a lot of uncertainty on holdings? and ultimately a prepayment. So the
of time. If you buy a one-year bill, at the horizon—economically and geopo- Some sectors still have strong tail- mortgage investor gets a higher cou-
the end of that year the yield is gone, litically. We still need to work through winds in terms of profitability and pon, and some prepayments that come
and you will have to reinvest in a mar- some of the imbalances and misalloca- free-cash-flow generation. We are back to them at par.
ket that may have lower yields. If you tion of capital that took place during overweight some of them, including
believe the economy is going to slow Covid. Companies took on too much autos. General Motors and Ford Motor Thanks, Gibson. B
MARKET WEEK
February 13 through February 17, 2023
Euro Trader P. 31 Power Play P. 34

Emerging Markets P. 31 Charting the Market P. 35
Striking Price P. 32 Winners & Losers P. 36
Commodities P. 33 Market View P. 37
Inside Scoop P.34 Statistics P. 38
13D Filings P. 34
MARKET PERFORMANCE DASHBOARD
Dow Jones Industrials S&P 500 Nasdaq Composite SPDR Bloomberg High Yield Bond ETF
33,826.69
52-wk: -0.74% YTD: +2.05% Wkly: -0.13%
4079.09
52-wk: -6.20% YTD: +6.24% Wkly: -0.28%
11,787.27
52-wk: -13.00% YTD: +12.62% Wkly: +0.59%
$91.38
52-wk: -11.61% YTD: +1.53% Wkly: -0.38%
6%
High Hopes Shattered
Stocks started the week off strong on The CPI might not have mattered,
Monday as investors waited for but the producer price index did, as did
Tuesday’s inflation data. The three major hawkish comments from Fed governors. 4
indexes were all up more than 1%. The Nasdaq Composite fell 1.8% on Thursday.
Taking It in Stride No Escape

The consumer price index came in hotter The Nasdaq fell 0.6% on Friday, as rate -2
than expected on Tuesday, but the stock market concerns continued to weigh on the tech-
didn’t seem to mind. After opening lower, heavy index. Credit investors also got nervous,
the S&P 500 finished flat. with junk bonds falling 0.4% for the week.
-4
Monday Tuesday Wednesday Thursday Friday Close
Source: Barron’s Statistics
I
nvestors have heard the October lows is running out of steam Dow Jones Industrial Average fell 43
THE TRADER dictum “sell in May and go

away.” This year they might
want to consider selling in
as the narrative that has led it starts to
shift. The market has been driven by
the hope that inflation will decelerate
points, or 0.1%, closing at 33,827. The
Nasdaq Composite eked out a weekly
gain, rising 0.6%. It still dropped
March. enough for the Federal Reserve to stop 2.3% from Wednesday’s high, closing
The May adage follows raising interest rates—and maybe at 11,788.
from market seasonality. even start cutting them. Not anymore. Now the market looks to be headed
Welcome Historically, investors have realized

about 75% of annual yearly returns
First came Tuesday’s consumer
inflation number. It was a little hotter
sideways, at best, as investors adjust
to a scenario where growth is faster
To the in the fall and winter. Explanations

for why that’s the case vary. Perhaps
it’s because investors start looking
BY AL ROOT than expected, but the market held
up just fine. Then, Thursday’s pro-
ducer price inflation rose at a faster-
than expected but inflation is stickier.
“I think we’re stuck between 4000
and 4250 or 4300” for the S&P 500,
Sideways out to the next year around that time,
though they don’t have much infor-
than-expected rate, while Fed gover-
nors talked up the possibility of half-
says Liz Young, head of investment
strategy at SoFi. “For every good data
Market. mation about how the year will turn
out. Perhaps they’re just enjoying the
point rate hikes and the market
started pricing out rate cuts. By the
point, there is a bad point, too.”
She’s not the only one. Barry Ban-
You’ll Get warmer weather.
The selling period could come early
end of the week, most of the market’s
early gains had vanished.
nister, chief equity strategist at Stifel,
thinks the S&P 500 will hit 4300 at
Used to It. this year. The rally that has pushed

stock prices up roughly 15% from
The S&P 500 index finished at
4079, down 0.3% for the week. The
some point in April. That, however, is
only a couple of hundred points, or
5%, higher, and that isn’t all that much cuts at some point in 2023—but this past
to get excited about. What’s more, he sees week’s inflation data and comments from
earnings getting weaker in the second half Fed members suggest that they’re going to
of 2023, a headwind that can keep a lid on have to stay positive for a long time. Easy
stocks as the year progresses—or even send money? “That’s over,” says Joe Quinlan,
them lower. head of market strategy at Bank of Amer-
Christopher Harvey, Wells Fargo Securi- ica’s chief investment office.
ties’ head of equity strategy, calls it a “just-a- Investors steeped in a lower-forever
market market.” He doesn’t see a sharp pull- interest-rate paradigm will have to adjust.
back coming, but he also doesn’t believe the Fortunately, there is a way to do that—
market is headed much higher. His target for buying shares of companies with stable
the S&P 500 this year is a meager 4200. businesses and low debt loads, otherwise
Harvey’s solution is to look for opportu- known as quality stocks. Investors have
nities in mid-cap growth stocks. He also been hearing “buy quality” for a while, but
believes that pharmaceutical stocks are a it never hurts to be reminded, particularly
better way to play defense than consumer- after a 13-year period when the growth-
staples stocks, which he writes have gotten oriented Nasdaq Composite’s return dou-
too pricey. SoFi’s Young likes short-term bled that of the sleepier Dow Jones Indus-
Treasury bonds and gold, but warns that trial Average. The temptation might be to
trading in sideways markets carries its own
unique risks. “You end up running in
go back to what worked before.
For Quinlan, “buy quality” means
The IBKR
place,” she says.
Trade, if you want, or just come back
owning stocks of companies that can grow
earnings, pay dividends, have substantial, Mutual Funds Marketplace
later when the outlook is clearer. stable cash flow, and operate in an industry
with some secular growth. He likes mili- The Interactive Brokers Mutual Fund Marketplace
Uneasy Money tary stocks, which have the cash flows and
provides our clients around the world with a large
Is the era of easy money over? If investors the dividends, and should also get a boost
didn’t believe it before this past week, they as military budgets head higher in the U.S. availability of funds at low cost.
should now. and Europe.
Technically speaking, easy money is Fundstrat head of global portfolio strat-
when yields on ultrasafe bonds are lower egy Brian Rauscher recommends estab- 46,000+ funds worldwide
than inflation, either actual or expected. lished technology stocks that generate cash
Practically speaking, these negative “real flow. Think Apple (ticker: AAPL). It gener- No transaction fees on 18,000+ funds
rates” mean there’s so much cash in the ated about $111 billion in free cash flow in
system that anybody with a PowerPoint its 2022 fiscal year, paying out roughly $15 No custody fees
presentation and a dream can get funding. billion in dividends while buying back
Easy money also means that investors almost $90 billion worth of stock. He also Neutral - no proprietary funds
focused on cash preservation are actually likes healthcare-equipment names, includ-
losing wealth. ing Stryker (SYK), which makes hip and Available globally
Real rates had been below zero more knee replacements, among other things. It
than 80% of the time from just before the generated about $2.5 billion in free cash
2008-09 financial crisis through the end flow a year on average for the past three
of 2021. Then inflation took off and the years, and is expected to average about $3.8 The best-informed investors choose Interactive Brokers
Federal Reserve started tightening, and billion a year over the coming three years.
now real rates are positive. Investors have The one downside to quality stocks:
been reluctant to believe they’ll stay that their valuations. They tend to be higher
way—the market had been pricing in rate than junkier companies, and rising rates,
Vital Signs
Friday’s Week’s Week’s Friday’s Week’s Week’s
Close Change % Chg. Close Change % Chg.
DJ Industrials
DJ Transportation
33826.69
15135.87
-42.58
+92.94
-0.13
+0.62
Barron’s Future Focus
Barron’s Next 50
890.42
2411.11
+5.76
+35.31
+0.65
+1.49
ibkr.com/funds
DJ Utilities 953.61 +7.84 +0.83 Barron’s 400 1001.07 +1.78 +0.18
DJ 65 Stocks 11443.16 +24.32 +0.21 Last Week Week Earlier
DJ US Market 1001.98 -0.76 -0.08 NYSE Advances 1,659 1,002
NYSE Comp. 15840.16 -70.54 -0.44 Declines 1,593 2,264
NYSE Amer Comp. 4152.97 -191.59 -4.41 Unchanged 54 64 Interactive Brokers Rated Best
S&P 500 4079.09 -11.37 -0.28 New Highs 240 224 Rated #1 ... Again Online Broker 2023
S&P MidCap 2666.12 +26.82 +1.02 New Lows 32 35 Best Online Broker for Mutual Funds
S&P SmallCap 1282.52 +17.01 +1.34 Av Daily Vol (mil) 3,928.6 4,132.3
2022 by Barron’s1 by Benzinga1
Nasdaq 11787.27 +69.15 +0.59 Dollar (Finex spot index) 103.87 103.63
Value Line (arith.) 9470.20 +103.68 +1.11 T-Bond (CBT nearby futures) 125-25 126-30
Russell 2000 1946.36 +27.54 +1.44 Crude Oil (NYM light sweet crude) 76.34 79.72 Member - NYSE, FINRA, SIPC – Supporting documentation for any claims and statistical information
DJ US TSM Float 41246.72 +0.04 +0.00 Inflation KR-CRB (Futures Price Index) 267.57 272.67 will be provided upon request. [1] For more information, see ibkr.com/awards. Barron’s is a registered
Gold (CMX nearby futures) 1840.40 1862.80
trademark of Dow Jones & Co. Inc. 02-IB23-1596
Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
Consumer Goods 2.04%

Telecommunications 1.71
Consumer Services 1.26
Utilities 0.89
Industrials 0.48
–0.08 Technology
–0.18 Health Care
–0.48 Financials
FINANCIAL SECTOR OF –6.77

–1.09 Basic Materials
Oil & Gas
THE S&P 500 IN ONE ETF Source: S&P Dow Jones Indices
as we know, can depress stock market tors like Target (TGT), which got a boost
valuations. Quinlan, though, doesn’t think from a postpandemic tendency to trade up.
Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
that will be a problem because companies That trade-down trend is partly why he
with growth and the pricing power to upgraded Walmart shares to Buy from
An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a maintain or expand margins should see Hold on Feb. 10, taking his target price
prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the valuations hold up. to $155 a share from $145. Walmart stock
prospectus carefully before investing. They might even deserve them. closed at $146.44 on Friday.
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 To be sure, Walmart might start out the
results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
Walmart on Sale year guiding conservatively. Many compa-
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. Walmart stock has barely budged over nies take that approach. And Baird analyst
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust. the past three months. That looks about Peter Benedict sees some headwinds com-
to change as it gets set to report earnings. ing. For one thing, Walmart recently raised
The discount megaretailer is benefiting its starting hourly wage to $14 from $12.
from a shift in how the U.S. consumer Benedict also sees some risk because of the
is spending money. way Walmart accounts for inventories, us-
Walmart (WMT) reports its fiscal ing the last in, first out, or LIFO, method.
fourth-quarter numbers this coming Tues- When costs are inflating, the recently pur-
day. Wall Street is looking for earnings per chased, more expensive merchandise hits
share of $1.52 from just under $160 billion the profit and loss statement first under
in sales, roughly flat with the year-ago LIFO. That’s only an accounting issue,
quarter. Those numbers look more than though. It doesn’t affect overall economic
Puzzled. Look.
achievable, and its same-store sales—a reality. And LIFO is eventually a benefit
common industry metric that, for Wal- when Walmart’s prices rise and lower-cost
mart, tracks revenue at stores that have inventory moves through the P&L.
been open the previous 12 months—could While Benedict sounds cautious, he isn’t
really pack a punch. While the Street ex- all that worried. He has a Buy rating and
pects them to grow at a 3.6% clip, Gordon $165 price target on the stock, up 13% from
Your morning ritual just got better. Haskett analyst Chuck Grom expects them Friday’s close. Coming into the print,
to jump 6.5%. Holiday sales were probably shares are up 9.8% over the past year, while
Introducing Barron's covers jigsaws,
stronger than what analysts had called for, the average retailer in the S&P Retail Select
sudoku and crossword puzzles. he says. Index is down about 5%.
If Grom is right, the quarter will be Still, over the past three years—about
barrons.com/puzzles much better than expected—but in the the time the pandemic started—Walmart
what-have-you-done-for-me-lately world stock has risen just 22%, roughly half the
of Wall Street, it’s the fiscal-2024 guidance gain of the average stock in the S&P Retail
that will really matter. Grom is optimistic Select Index and of Macy’s (M) and Target
there, too. He expects Walmart to earn over the same span. Those two benefited
about $7 per share in the coming fiscal from the trade-up trend that has now
year, roughly 50 cents above consensus reversed.
estimates. All of that leaves Walmart trading at
With less free money flowing than early about 22 times estimated earnings over the
in the pandemic, and savings rates normal- coming 12 months, right in line with its
izing, Grom sees consumers trading down historical average. That’s a reasonable price
© 2022 Dow Jones & Company, Inc. All rights reserved. 4E6049 to cheaper alternatives, something that to pay for Walmart at a moment when it
benefits Walmart far more than competi- finds itself in the retail sweet spot. B
EUROPEAN TRADER E M E R G I N G M A R K E TS
Porsche Can Keep Turkey’s Market Prepares
Speeding Higher For Political Backlash
BY BRIAN SWINT Anthony Dick. This allows it to “capital- BY CRAIG MELLOW least of all in the southeastern region
ize on the robust demand and richer mar- where the earthquake hit.
M I
any may dream of having a gins found at the high end, while enjoy- magine you’re a president presiding He has the luxury of choosing his op-
Porsche sports car in the ing the scale required to smoothly over inflation that peaked at 85% ponent in elections that should take place
garage, but owning the com- finance the technological shift affecting late last year. Then you have the by June. He sidelined his most formidable
pany’s stock could be just as the sector.” worst earthquake in modern his- rival, Istanbul Mayor Ekrem Imamoglu,
rewarding. Porsche, based in Stuttgart in south- tory, with the death toll topping 40,000. in December with a criminal charge for
Shares of Porsche (ticker: P911.Ger- west Germany, employs about 37,000 And you’re up for re-election in a few “insulting public officials.” The most
many), maker of the iconic 911 that has people and has a market capitalization of months. likely remaining foe, Republican People’s
resembled a futuristic spaceship since it 102 billion euros ($109 billion). In addi- This is the situation faced by veteran Party leader Kemal Kilicdaroglu, looks
made its debut in 1964, only recently tion to the classic 911, it also makes the Turkish leader Recep Erdogan. “If this weaker. “Kilicdaroglu is everything
came back on the market. Porsche was Cayenne SUV, the Taycan electric vehicle, were a normal country, Erdogan would Turks hate in a leader,” Jeffrey says.
spun off by Volkswagen last year, and its and several other models. be done,” concludes Matt Gertken, geo- “Overly intellectual, vague.”
stock has since risen 40%. The company is valued at a significant political strategist at BCA Research. In a pinch, Erdogan might postpone
The reason it has sped higher is be- premium to its peers, according to Fact- But Turkey isn’t quite normal, at least the election altogether as an emergency
cause it trades more like a luxury good Set. Shares have risen 20.7% this year to for a nominal democracy. measure. Gertken predicts that he will
than a traditional car maker. Porsche €114.40. Its average target price is Turks got used to living with low- play for time until March 2024, when
trades at 20.6 times earnings. Volks- €123.71. Six analysts rate the stock a Buy double-digit inflation during Erdogan’s local polls are scheduled.
wagen (VOW.Germany), the company and six rate it a Hold. two decades in power, and before. Real Extra time under current policies won’t
with which it has deep business and his- VW and Porsche go way back. Ferdi- incomes were cushioned by heavy index- heal Turkey’s economy. The country’s cur-
torical ties, trades at 5.7 times earnings. nand Porsche, founder of his namesake ation of wages and pensions, and easy rent-account deficit was expected to be near
Ford Motor (F) is at 8.8 times. company, designed the Beetle in 1938. His access to hard-currency savings accounts. 4% of gross domestic product this year,
It isn’t unheard of for a car company to grandson would later become CEO of This balance didn’t withstand global before the earthquake. Disaster recovery
masquerade as something else on the VW in 1993. postpandemic inflation, aggravated by could cost 9% of GDP more, or about $84
stock market. Tesla (TSLA) famously In the first decade of this century, the the 68-year-old president’s insistence billion, estimates the Turkish Enterprise
trades somewhat like a technology com- two companies engaged in a bitter board- that low interest rates would cure high and Business Confederation. The govern-
pany, at 47 times earnings, as investors room battle as the much smaller Porsche prices. “Erdogan’s voodoo economic pol- ment already borrows at more than 8%
bet that being the leader in electric vehi- tried to leverage its premium valuation to icy has really devastated middle-income annual interest in dollars, while the lira has
cles will pay off in the future. buy VW, only to see the effort backfire as Turks over the past year or two,” says lost half of its value in the past 16 months.
Porsche—and, for that matter, Italian the market turned; VW bought Porsche James Jeffrey, a former U.S. ambassador Turkish stocks did have one of their
rival Ferrari—are more like luxury-goods instead. In 2012, VW bought the last of to Turkey who now chairs the Wilson periodic rallies late last year. The iShares
company LVMH Moët Hennessy Louis Porsche’s shares outstanding and took the Center’s Middle East program. MSCI Turkey exchange-traded fund
Vuitton (MC.France), which makes pris- company private. The earthquake could further damage (ticker: TUR) surged by more than 70% in
tine leather bags, perfume, and Cham- After a few years of impressive pro- confidence in Erdogan, who has pushed the fourth quarter. That looks like a one-off
pagne and trades at 25 times earnings. duction growth, VW in October floated construction-led growth as an economic driven by those same voodoo economics,
What they have in common is that they 25% of Porsche on the stock market, with panacea. Collapsed buildings included Akcakmak says. “When people could earn
sell things that are highly desirable to a debut price of €82.50. Juergen Pieper, at some of the recently built ones. “A lot of 15% to 20% on their deposits with inflation
wealthy people for whom price is no ob- Metzler Capital Markets, is one of the the lives lost were an act of poor building,” at an average of 72%, there was no alterna-
ject. That means margins can be generous. analysts who thinks the shares can go says Emre Akcakmak, a senior consultant tive to trying stocks,” he says.
Porsche is also helped by the ability to higher, giving them a medium-term price to emerging markets investor East Capital. Investors can, and probably should,
keep costs down through its deep ties target of €130. During a currency crisis in 2018, avoid Turkey. The world at large can’t.
with VW. They share production facili- “Demand for Porsche’s high-quality Erdogan’s government offered builders Erdogan governs a nation of 87 million on
ties and cooperate to continually improve products is likely to remain very robust,” a “construction amnesty,” Gertken adds, Europe’s doorstep, astride a critical trade
batteries. Porsche aims to make 80% of Pieper says. The segment of consumers forgiving noncompliance with building route, a NATO member enmeshed in com-
its cars electric by 2030. “eligible to buy a Porsche model is grow- codes in return for a tax payment. plex conflicts with both Russia and Iran.
Porsche stands out “by virtue of its ing disproportionately strongly in all Seemed like a good idea at the time. “The Erdogan era is over,” Gertken pre-
somewhat unique profile at the cross- major regions—benefiting a brand very No one is counting Erdogan out, dicts. “But that could be a multiyear pro-
roads between the premium and luxury high up in the ranking of preferred lux- though. He gets solid support on cultural cess that involves a national meltdown.”
segments,” say Oddo BHF analysts led by ury labels.” B grounds from religious Muslims, not Not good news. B
T H E ST RIKING PRIC E
In 2000, it was remarkable if a million options
contracts traded on a given day. Now, 45
million contracts often trade per day.
How Options Could Help Equity Options

CBOE Volatility Index The Equity-Only Put-Call Ratio
Solve the Retirement Crisis VIX Close VIX Futures

37
Put-Call Ratio S&P 500 Index
300
245
30
BY STEVEN M. SEARS multidecade bull market—or not. 190

The need to augment traditional portfolio
T
he U.S. options industry is allocations of stocks and bonds creates an 23
approaching a milestone. On opportunity for the options industry to 135
April 26, the industry will cele- demonstrate the value of simple, conserva-
brate its 50th anniversary. tive strategies like selling call options on 16 80
During the past five decades, options blue-chip stocks, also called the covered-call M A M J J A S O N D J F M A M J J A S O N D J F
have evolved from a curiosity—traded by a strategy. It entails selling a call on a stock Daily Values Source: CBOE Source: McMillan Analysis Corp.
few pioneering souls with great math skills you own with a strike price about 10%
in the old smoking lounge at the Chicago higher than the associated stock price.
Board of Trade—into one of the world’s This allows investors to receive a pay- SPX Skew NDX Skew
most important markets. At last count, 16 ment that often compares favorably with Implied volatility % Implied volatility %
U.S. options exchanges belonged to the Op- common stock dividends, making this an 14% 12%
tions Clearing Corp., which issues and set- ideal strategy for income-hungry retirees. 13 11
tles all options contracts. The amount of money that could be gen-
12
The growth in trading volume has been erated with the covered-call strategy might 10
astounding. In 2000, it was remarkable if even satisfy the annual required minimum 11
9
a million contracts traded on a given day. distributions that retirees take each year. 10
Now, 45 million contracts a day often trade, The strategy should be able to increase 8
9
and it is treated as a natural occurrence. stock returns by 2% to 4%. Other than lim- 7
8
Still, the activity is often misunderstood. iting your gains if the stock rises above the
7 6
A lot of the trading volume growth reflects strike price, the risks are minimal.
institutional investors using options to But this simple idea requires thought 6 5
reshape portfolio risk and returns. and action on matters many people prefer M A M J J A S O N D J F M A M J J A S O N D J F
Unfortunately, the options industry has to avoid or outsource. And the active man- Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
helped advance the perception that puts agement of passive investments runs coun- 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.
and calls are suitable only for aggressive ter to how the investment industry wants
speculation by introducing more options people to manage their affairs.
that expire in extremely short times. The Here’s a prediction in the form of a chal- Week’s Most Active
short-term options-trading mania generates lenge for the industry: Major exchanges Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
profits for exchanges and trading firms, but have evolved into large public companies Silicon Motion Technology SIMO 54867 20014 34853 816 89 67.2
TravelCenters of America TA 16976 9390 7586 292 0 58.1
at the cost of fostering misperceptions. focused on increasing trading volumes to Redwier RDW 32090 28031 4059 756 97 42.4
The investment industry—financial satiate institutional investors’ demand for Iris Energy IREN 8235 5253 2982 264 70 31.2
advisors, institutional consultants, family ever better short-term financial results. Cedar Fair FUN 9071 8980 91 356 0 25.5
Opera OPRA 8387 6766 1621 372 51 22.5
offices, and pensions—is struggling to un- They need to embrace something larger Syneos Health SYNH 7630 1517 6113 456 85 16.7
derstand how best to use options. A solu- than their immediate financial self-interest. Ambrx Biopharma AMAM 6997 6238 759 584 87 12.0
tion may soon emerge. Cboe Global Mar- Statesmanlike leadership and intense ContextLogic WISH 405461 363399 42062 37212 100 10.9
kets (ticker: CBOE), which launched the competition made the industry successful, Norfolk Southern NSC 53464 8717 44747 5608 74 9.5
NerdWallet NRDS 7027 4476 2551 752 6 9.3
first U.S. options exchange in 1973, is plan- and they could contribute to an even more Skywater Technology SKYT 14380 9744 4636 1668 0 8.6
ning 50th anniversary galas in major cities. prosperous next 50 years if investors, big Fastly FSLY 283600 196724 86876 33676 57 8.4
The gatherings could spark the next genera- and small, begin to understand that conser- AMC Networks AMCX 6659 5821 838 828 63 8.0
Blade Air Mobility BLDE 5786 5265 521 756 96 7.7
tion of growth. The timing is opportune. vative options strategies can do a lot to GlycoMimetics GLYC 23471 20792 2679 3164 97 7.4
Demographic trends, coupled with a enhance investor portfolios. B Herbalife Nutrition HLF 37520 24695 12825 5196 70 7.2
growing need for income to fund under- Lattice Simiconductor LSCC 12878 5170 7708 1828 7 7.0
Ocular Therapeutix OCUL 27513 20632 6881 3944 45 7.0
funded retirements, are a major issue in Steven M. Sears is the president and chief oper-
NGL Energy Partners NGL 14717 13767 950 2456 33 6
the U.S. and many other countries. ating officer of Options Solutions, a specialized
People are living longer than expected. 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
They risk running out of money. They 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
might get lucky and capture another 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
AB Multi-Manager Alternative Fund
Notice of Offer to Purchase for Cash 10% of its Issued and Outstanding Shares
COMMODITIES
at Net Asset Value Per Share
THE OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT
5:00 P.M., EASTERN TIME, ON THURSDAY, MARCH 23, 2023, UNLESS EXTENDED.
AB Multi-Manager Alternative Fund (the “Company”), a statutory trust formed under the laws of the State of Delaware and registered with the U.S. Securities and
Exchange Commission as a closed-end, diversified management investment company, is offering to repurchase up to 10% of its outstanding Shares (the “Offer”) from
the shareholders of the Company (“Shareholders”) holding shares of beneficial interest (“Shares”), at their unaudited net asset value per Share determined as of
June 30, 2023 or, if the Offer is extended, the last business day of the third month following the month in which the Offer actually expires (the “Valuation Date”).
If a Shareholder would like the Company to repurchase all or some of their Shares (in each case, within the limits of the Offer), they should contact their financial
advisor or the Bernstein Global Wealth Management unit of AllianceBernstein L.P. (“Bernstein”) at (212) 486-5800 to request that written materials relating to the
Offer be provided to them. These written materials, which will be sent at no expense to the Shareholder, include the Offer to Repurchase and a Notice of Intent to
Tender. A tendering Shareholder must complete, sign, and mail (certified mail return receipt requested is recommended), fax or hand deliver the Notice of Intent to
Tender to the Company’s agent specified therein, so that it is received before the Repurchase Deadline stated below.
Lumber Could Rally Again Shareholders who desire to tender Shares for repurchase must do so by 5:00 p.m., New York time on March 23, 2023, unless the Offer is extended (such date and time,
as it may be extended, the “Repurchase Deadline”). All determinations as to the receipt of notices from Shareholders relating to the tender of Shares, including,
without limitation, determinations whether to excuse or waive certain variations from relevant procedural requirements, will be in the sole discretion of the Company
or its designated agents, and any such determination will be final.
On Housing Shortage
The purpose of the Offer is to provide liquidity to Shareholders because the Shares are not listed on any securities exchange. The Offer is not conditioned upon the
tender of any minimum number of Shares or any financing condition.
If more than 10% of its Shares are duly tendered to the Company (and not withdrawn) prior to the Repurchase Deadline, the Company will in its sole discretion either:
(A) accept a portion of the Shares tendered by each Shareholder on a pro rata basis; (B) accept additional Shares as may be permitted by applicable law; or (C) increase
the percentage of Shares to be repurchased and extend the Offer.
Shareholders may tender all of their Shares or any portion thereof up to an amount such that they maintain the minimum required balance of $20,000 after the
repurchase of the Shares by the Company. The Company reserves the right to repurchase a Shareholder’s entire interest in the Company if the requested repurchase
would otherwise result in a shareholder having an account balance below the minimum required balance.
It is anticipated that the purchase of Shares tendered by a Shareholder will be a taxable transaction for U.S. federal income tax purposes. Participating Shareholders
should consult their tax advisor regarding specific tax implications, including potential federal, state, local and foreign tax consequences.
If a Shareholder tenders Shares and the Company accepts those Shares for repurchase, the Company will issue the Shareholder a non-interest bearing, non-transferable
BY MYRA P. SAEFONG demand in the next few months, which promissory note (the “Note”) entitling the Shareholder to receive an amount equal to the value of the Shareholder’s Shares accepted for repurchase by the Company
determined as of the Valuation Date. The Note will be held for the Shareholder in an account with AllianceBernstein Investor Services, Inc., the Company’s transfer
would follow typical seasonal increases in
L
agent and agent designated for this purpose, and will entitle the Shareholder to receive a payment in cash equal to the value of the Shareholder’s Shares repurchased
by the Company. The Note will be paid approximately 45 days after the Valuation Date. However, if 95% or more of a Shareholder’s Shares are being repurchased,
umber was one of 2022’s worst home buying in the spring months and the Shareholder will receive an initial payment equal to 95% of the value of the Shares repurchased and the balance due will be paid promptly after completion of the
commodity performers, and it has could bode well for builders,” says Scott Company’s next annual audit following the Valuation Date. Such audit is expected to be completed in late May, 2024.
Until the Repurchase Deadline, Shareholders have the right to withdraw any tenders of their Shares by giving proper notice to the Company. Shares withdrawn may be
been volatile at the start of this Reaves, director of forecast operations at re-tendered before the Repurchase Deadline by following the tender procedures. If the Company has not yet accepted a Shareholder’s tender of Shares on or prior to
April 17, 2023 (i.e., 40 business days from the commencement of the Offer), a Shareholder will also have the right to withdraw their tender of Shares after such date.
year. But prices may gain on the Domain Timber Advisors. The value of the Shares may change between the commencement of the Offer and the Valuation Date (currently expected to be June 30, 2023). Shareholders
desiring to obtain the most recent net asset value for their Shares may contact the Company at (877) 354-6789, Monday through Friday, except holidays, during
back of a U.S. housing shortage. The U.S. housing market may see low normal business hours of 9:00 a.m. to 5:00 p.m., New York time. Any estimated net asset value provided by the Company or its authorized agents will be provided
An overall lack of confidence in U.S. lumber demand if the Fed remains com- to Shareholders for convenience only. Neither the Company nor its agents can give any assurances as to the accuracy of such information; nor can either give any
assurance that the final regularly computed, unaudited monthly net asset value will not differ (perhaps significantly) from an estimated net asset value for that
housing amid the sharp rise in interest and mitted to “containing and combating month. The Company’s net asset value per Share as of December 30, 2022 was $11.05.
Please note that just as each Shareholder has the right to withdraw their tender, the Company has the right to cancel, amend or postpone this Offer at any time
mortgage rates led to lackluster lumber domestic inflationary pressures,” says before the Repurchase Deadline. Also realize that although the Offer expires on the Repurchase Deadline, a Shareholder who tenders all of their Shares will remain
subject to the risks associated with the fluctuations in the net asset value of the Shares until the Valuation Date, notwithstanding the Company’s acceptance of the
demand, and contributed to the “precipi- Kunisch. The Fed, however, has signaled Shareholder’s Shares for repurchase.
tous” decline last year in U.S. lumber fu- that it will take a more “tactical and sub- The information required to be disclosed by paragraph (d)(1) of Rule 13e-4 under the Securities Exchange Act of 1934, as amended, is contained in the Offer to
Repurchase dated February 17, 2023 and is incorporated herein by reference. The information provided herein is qualified entirely by the more detailed information
tures, says Walter Kunisch Jr., a senior dued approach to managing monetary contained in the Offer to Repurchase. The Offer to Repurchase contains important information that should be read carefully before any decision is made with respect
to the Offer. This announcement is neither an offer to purchase nor a solicitation of an offer to sell Shares. The Offer is made only by the Offer to Repurchase and the
analyst at HTS Commodities. “Compress- policy.” If buyers increase demand for related Letter of Transmittal. The Offer is not being made to, nor will tenders be accepted from or on behalf of, holders of Shares in any jurisdiction in which making
or accepting the Offer would violate that jurisdiction’s laws.
ing” domestic demand and strong U.S. new-home construction as the Fed slows
Questions and requests for assistance may be directed to the Shareholder’s financial advisor or to Bernstein at (212) 486-5800.
imports were also a “combustible cocktail” or stops raising interest rates, it’s plausible
for prices, he says. to see an increase in lumber demand, he
The Federal Reserve’s commitment to says. The Fed announced a quarter-per-
combat inflation, combined with tighter centage-point interest-rate hike on Feb. 1,
underwriting standards, is “scaring off the smallest in a year.
many would-be home buyers and has There are lots of “variables at play”
them running for the…comfort of the for lumber’s U.S. price trajectory, says
rental market,” adds Kunisch. Kunisch. It will “largely be determined by
Random-length lumber futures lost margins at the U.S. and Canadian mills,”
67% last year. In January, prices gained with margin structure affecting supplies,
40%—with the most-active contract subse- he says. And, to a certain degree, “con-
quently losing over 20% in the first few sumer confidence, the health of domestic
weeks of February. They settled at $402.70 equity markets, and the path of the Fed
per 1,000 board feet on Feb. 14. will influence demand.”
The volatility in the first half of February Similarly, Reaves says it’s too early to
is “attributed to the limited interest in trad- tell the “true trajectory” for lumber, but
ing lumber futures,” says Kunisch. The “we expect continued volatility…based on
CME is delisting random-length lumber a variety of factors, such as the builder and
futures after the May 2023 contract expires, buyer confidence and normal supply-and-
so “open interest is falling, trading volume
is low, and price volatility is rising.”
demand dynamics.”
Long-term fundamentals “remain
Longevity and the New Retirement
A new lumber futures contract, which strong for housing demand,” he says. A Thursday, March 2 | 12PM ET
launched in August 2022 and has a much key long-term driver is demographics,
smaller contract unit sizing, will replace with millennials “firmly moving into
the legacy contract. The new contract’s home-buying age,” and some estimates Scan to Register
specifications don’t seem to have “miti- putting the current housing shortage in events.barrons.com/roundtable
gated the market’s concerns to generate the four-million units range.
increased liquidity,” says Kunisch. “This creates a real push for construc-
Still, the price uptick early this year tion and the need for sustainably sourced
came on the heels of a January rise in the raw materials,” says Reaves, like wood Sponsored by
National Association of Home Builders’ products from U.S. forests certified by the
monthly confidence index, after 12 straight Sustainable Forestry Initiative, Forest
months of drops. That indicated that “mar- Stewardship Council, and American Tree © 2023 Dow Jones & Company, Inc. All rights reserved. 4E6066
ket participants see potential for increased Farm System. B
IN SIDE SC OOP
now owns 6.8% of OneMain’s trad- POWER PLAY
able stock. Varde Senior Managing
Berkshire
Director Aneek Mamik sits on One-
Main’s board.
Churns It Up
Mueller Industries (MLI)
Gamco Investors (GBL) trimmed
Corteva CEO Chuck Magro

its position in the industrial prod-
ucts company to 4,038,571 shares.
From Dec. 14, 2022, through Feb. BY ANDREW BARY
W
14, Gamco sold 149,850 Mueller
Buys $2.4 Million of Stock

Industries shares at prices ranging arren Buf-
from $59.22 to $74.56. Those sales fett once
far overshadowed the 800 Mueller said that
Industries shares that Gamco pur- his favor-
chased from Feb. 8 through Feb. ite holding
10 at an average price of $60. Fol- period is
BY ED LIN The CEO last purchased Corteva lowing the trades, Gamco held “forever.”
C
stock on the open market a year ago, 7.1% of Mueller Industries’ out- His Berkshire Hathaway
orteva stock came when he paid $2.6 million on Feb. 11, standing stock. (ticker: BRK.A), however, has
through 2022 swimmingly, 2022, for 50,000 shares, at an average churned through some holdings
and shares of the seed- price per share of $51.14. Corteva CEO Invesco (IVZ) in recent years. The latest: Taiwan
and-pesticide maker re- Credit Suisse analyst Edlain Rodri- Chuck Magro just Trian Fund continued to reduce Semiconductor Manufacturing
main in positive territory guez lowered her estimates for Corteva bought $2.4 million its stake in the investment manage- (TSM), according to Berkshire’s
in 2023. CEO Chuck after its fourth-quarter report. “Strong of shares of the ment firm, with its latest sales this latest 13-F filing.
Magro just bought a large demand, driven by robust ag funda- agribusiness on month. Trian sold 5,849,282 shares In the third quarter, Berkshire
block of the stock. mentals and increasing global crop the open market. at prices ranging from $18.56 to bought 60 million shares, only to
Corteva shares (ticker: CTVA) acreage and mid-single digit [percent- The stock has $19.66 from Feb. 6 through Feb. 16. sell 86% in the fourth, ending 2022
surged 24% in 2022, a strong year for age] pricing and productivity actions continued to rise This follows the disposition of al- with 8.3 million, or under $800
commodities. The company’s outlook outpacing cost inflation, should con- this year. most eight million shares in late Jan- million. Berkshire, which didn’t
for 2023, issued on Feb. 1 with its tinue to drive results,” Rodriguez wrote uary, leaving Trian with a 7.7% in- respond to a request for comment,
fourth-quarter report, was upbeat. in a report. He kept an Outperform terest in Invesco, or 34,895,718 might not have made any profit on
Magro paid $2.4 million on Feb. 6 rating and $74 price target. shares. At the end of 2022, Trian TSM. Its price averaged $72 in the
for 40,000 shares, an average price of J.P. Morgan analyst Jeffrey Zekaus- disclosed that it had 55.8 million fourth quarter, $10 less than in the
$60.64 each. According to a form he kas also has trimmed estimates for Invesco shares, a 12.2% stake at that third. In 2023, TSM is up about 24%.
filed with the Securities and Exchange Corteva, and kept an Overweight rat- time. Trian co-founders Nelson Peltz Another holding that proved to
Commission, Magro now owns ing and $70 price target. He noted in a and Edward Garden left Invesco’s be less than eternal was Verizon
126,095 shares. report that “2023 should be a good board in February 2022. Communications (VZ). After accu-
Corteva didn’t make Magro avail- year for Corteva.” Corteva was spun mulating a $9 billion stake, mostly
able for comment, and the company off in June 2019 from what was then PLBY Group (PLBY) in 2020, Berkshire eliminated it in
also declined to comment. called DowDuPont. B Builders Union has reduced 2022’s first half, probably at a small
its investment in the media and loss. And in late 2020, Berkshire
lifestyle firm. The London-based built roughly $2 billion positions in
investment firm bought 237,763 each of three drugmakers—Merck
shares of PLBY Group, the parent (MRK), Bristol Myers Squibb
Activist Holdings shares at $4.50 apiece through an

offering that closed on Feb. 13. Coli-
seum now holds 44.7% of Purple’s
of the Playboy brand, on Feb. 2,
paying $2.56 for each share. Build-
ers Union bought the shares
(BMY), and AbbVie (ABBV). They
were sold at below current prices.
Of the top 15 holdings in Berk-
Purple Innovation (PRPL) outstanding stock. through a rights offering that PLBY shire’s 2019 annual letter, published
Coliseum Capital raised its stake in Group had announced on Dec. 7. in February 2020, Delta Air Lines
These disclosures are
the mattress and bedding retailer to from 13Ds filed with PLBY Group sold 19,561,050 shares (DAL), Goldman Sachs Group
46,814,450 shares. In mid-January,
Decreases in priced at $2.56 each. (GS), JPMorgan Chase (JPM),
the Securities and
Exchange Commission.
Purple’s board rejected Coliseum’s 13Ds are filed within
Builders Union then sold Southwest Airlines (LUV), United
bid to acquire the company for
$4.35 per share in cash. Coliseum
soon responded that it would prob-
Holdings 10 days of an entity’s
attaining more than
5% in any class of a
1,811,691 PLBY Group shares from
Feb. 9 through Feb. 14, at an aver-
age price of $2.59 each. After the
Continental Holdings (UAL), and
Wells Fargo (WFC) are out.
Has Buffett lost his dedication to
company’s securities.
ably seek board representation. On OneMain Holdings (OMF) Subsequent changes transactions, Builders Union forever? Probably not. Berkshire
Feb. 13, Coliseum made good on its Varde Partners reduced its interest in holdings or inten- owned 2,063,079 shares, a 2.9% bought $12 billion of Occidental
tions must be re-
intention, choosing five nominees in the consumer-lending services firm ported in amended stake. Petroleum (OXY) in 2022; it’s prob-
for election to Purple’s board at the to 8,268,916 shares. A Varde affiliate, filings. This material is Now that its ownership is below ably up by over $2 billion. And
from Feb. 9 through
upcoming 2023 shareholders meet- Uniform Investco Sub, sold 273,000 Feb. 15, 2023. Source:
the 5% threshold, Builders Union Berkshire greatly expanded its
ing. Coliseum also revealed the OneMain shares on Feb. 14 at prices VerityData (verity- is no longer obligated to disclose Chevron (CVX) holding, to nearly
purchase of 5,960,320 Purple ranging from $45 to $46.22. Varde platform.com) sales of PLBY Group stock. 170 million shares, worth about $29
billion in 2022. That probably is up
about $9 billion. B
CHARTING THE MARKET

A graphic look at selected stock activity
for the week ended February 17, 2023
Edited by Bill Alpert
DraftKings Trade Desk Roblox Airbnb

DKNG (NASD) • $20.54 • 4.55 TTD (NASD) • $60.30 • 11.61 RBLX (NYSE) • $40.88 • 6.06 ABNB (NASD) • $131.60 • 22.73
The online bookmaker expects 2023 revenue to A $700 million stock buyback was announced by Investors were reassured as the videogame plat- Sustained levels of travel lifted the booking agent’s
grow more than 30%, after reporting strong revenue the internet ad buyer, as it beat December earnings form reported 21% growth in December-quarter revenue 24% in the December quarter, to $1.9
and a smaller loss for its December 2022 quarter. forecasts and guided for a strong March quarter. orders, and 19% growth in daily users. billion. Profits nearly doubled, to 48 cents a share.
Stock Price $ Stock Price $ Stock Price $ Stock Price $

44 88 89 195
37 78 75 172
30 68 61 149
23 58 47 126
16 48 33 103
9 38 19 80
Volume in Millions Volume in Millions Volume in Millions Volume in Millions

180 78 340 88
90 39 170 44
0 0 0 0
F M A M J J A S O N D J F F M A M J J A S O N D J F F M A M J J A S O N D J F F M A M J J A S O N D J F
Palantir Technologies Shopify DoorDash Devon Energy

PLTR (NYSE) • $9.20 • 1.69 SHOP (NYSE) • $43.61 • -4.69 DASH (NYSE) • $61.81 • 4.09 DVN (NYSE) • $53.33 • -10.21
The data intelligence firm said it received buyout December-quarter revenue grew 26% at the e-com- Revenue grew 40% to $1.8 billion in the December Citi’s analyst said falling natural-gas prices could
inquiries, as it reported its first profit in the De- merce platform, for earnings of 7 cents a share, quarter, but its loss of $1.85 a share was wider than hurt producer Devon, which gets 73% of revenue
cember quarter, and guided for a profitable 2023. Shopify expects midteens sales growth this quarter. expected. Analysts fear effects of a recession. from gas. EOG Resources could suffer, too.

24 137 174 80
20 114 147 71
16 91 120 62
12 68 93 53
8 45 66 44
4 22 39 35

608 346 64 112
304 173 32 56
0 0 0 0
Deere Albemarle Twilio Credo Technology Group

DE (NYSE) • $433.31 • 15.52 ALB (NYSE) • $258.01 • -10.28 TWLO (NYSE) • $70.67 • 10.60 CRDO (NASD) • $9.65 • -8.98
December-quarter profits of $6.55 a share beat Although lithium stocks sold off on Friday, Albemarle After guiding down 2023 revenue growth and an- The data-networking vendor expects April-quarter
forecasts for $5.57 at the farm-machinery maker. profits on the battery metal rose 750% in the De- nouncing a 17% reduction in its workforce, the soft- sales to fall some 45% short of forecasts, after its
Deere raised its 2023 sales forecast by 9%. cember quarter, mostly from a 410% price rise. ware firm said it would buy back $1 billion in stock. biggest customer pulled orders.

455 341 315 21
420 306 260 17
385 271 205 13
350 236 150 9
315 201 95 5
280 166 40 1

16 14 66 42
8 7 33 21
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
Fastly(FSLY) 96121 15.90 +6.03 +61.1 BcoSantMex(BSMX) 4343 1399.6 6.62 +0.08 GencorInds(GENC) 239 211.1 12.86 +1.23 NubiaBrandA(NUBI) 2660 6906.8 10.35 +0.01
CommunityHlthSys(CYH) 28765 7.94 +2.75 +53.0 NaborsEnerA(NETC) 6354 1298.1 10.40 +0.04 Nuburu(BURU) 511 159.4 3.80 –3.96 CounterPressA(CPAQ) 1204 3079.5 10.32 –0.00
Redwire(RDW) 25318 3.95 +1.36 +52.5 ConcordAcqnIII A(CNDB) 1863 740.4 10.31 +0.01 FriedmanInds(FRD) 239 132.9 11.88 +1.19 TravelCenters(TA) 13732 2559.7 84.22 +37.21
DieboldNixdorf(DBD) 15616 2.93 +0.85 +40.9 Fastly(FSLY) 96121 520.2 15.90 +6.03 NatlHealthcare(NHC) 510 127.0 58.41 –1.95 CartesianGrwIIA(RENE) 1811 994.3 10.40 +0.05
BauschHealth(BHC) 57800 9.51 +2.35 +32.8 CorsairPtrA(CORS) 955 402.7 10.17 +0.06 Electromed(ELMD) 166 126.0 13.37 +1.55 EnlightRenewableEn(ENLT) 3344 837.9 18.41 +0.66
NGL Energy(NGL) 11502 2.76 +0.68 +32.7 KimbellTigerA(TGR) 399 384.3 10.41 +0.00 MastechDigital(MHH) 169 101.3 11.90 –0.83 IntuitiveMachinesA(LUNR) 6090 710.7 40.70 +31.43
Materion(MTRN) 1171 111.94 +26.09 +30.4 Endava(DAVA) 4989 347.0 82.63 –8.00 AltisourceAsset(AAMC) 77 95.3 40.61 +1.81 AetheriumAcqnA(GMFI) 907 562.2 10.30 +0.02
VirginGalactic(SPCE) 56498 6.37 +1.39 +27.9 AndrettiAcqnA(WNNR) 1125 329.7 10.41 +0.02 CoreMoldingTech(CMT) 267 93.9 16.45 +1.64 CredoTech(CRDO) 40907 519.2 9.65 –8.98
FlameAcqnA(FLME) 6329 329.7 10.14 +0.01 AcmeUnited(ACU) 60 71.4 24.58 +0.25 Opera(OPRA) 2425 438.0 7.05 –0.56
Losers M3-Brigade II A(MBAC) 1818 324.3 10.13 0.00 IssuerDirect(ISDR) 59 67.1 27.10 –0.65 GenesisUnicornA(GENQ) 277 402.0 10.48 +0.05
Name (Sym) Volume Close Change %Chg.
InsightAcqnA(INAQ) 603 281.5 10.17 0.00 ActiniumPharm(ATNM) 2506 62.1 13.76 +0.76 NerdWallet(NRDS) 7928 393.1 17.53 +3.76
BigBear.ai(BBAI) 36398 3.91 –0.91 –18.9 FastAcqnII A(FZT) 1131 266.5 10.12 +0.02 BluerockHomes(BHM) 186 52.2 22.00 +1.80 Movella(MVLA) 3492 378.4 4.69 –3.89
Atento(ATTO) 98 3.32 –0.76 –18.6 PalantirTech(PLTR) 607375 265.5 9.20 +1.69 RadiantLogistics(RLGT) 976 50.5 5.73 +0.15 LavaMedtech(LVAC) 535 358.5 10.35 +0.02
Babylon(BBLN) 118 9.44 –2.12 –18.3 ErmenegildoZegna(ZGN) 3569 219.6 13.34 +0.98 IvanhoeElectric(IE) 1689 47.3 15.23 +1.90 SchultzeSpecII A(SAMA) 341 317.6 10.22 +0.02
SunlandsTech(STG) 119 11.45 –2.29 –16.7 BostonBeer(SAM) 1915 211.4 329.04 –30.94 AdamsRscs(AE) 283 43.0 57.98 –1.97 MontereyCapA(MCAC) 444 308.6 10.19 +0.05
DevonEnergy(DVN) 111965 53.33 –10.21 –16.1 Toast(TOST) 86156 210.8 19.48 –3.32 inTEST(INTT) 260 42.3 15.06 +1.19 G1Therapeutics(GTHX) 22960 300.8 4.02 –3.11
MariaDB(MRDB) 344 2.80 –0.49 –14.9 Weber(WEBR) 8345 208.6 8.12 –0.11 EVI Industries(EVI) 175 37.4 20.60 –1.78 scPharm(SCPH) 6788 296.8 9.47 +1.70
Toast(TOST) 86156 19.48 –3.32 –14.6 ArgoGroup(ARGO) 4512 206.7 29.00 –0.39 CheniereEnerPtrs(CQP) 1287 27.4 48.68 –5.52 Annexon(ANNX) 4163 296.0 5.95 –0.72
XinyuanRealEst(XIN) 36 6.05 –1.00 –14.2 Starrett A(SCX) 187 205.4 10.55 +1.26 EvansBancorp(EVBN) 89 7.8 39.05 –0.68 Cowen(COWN) 8131 287.3 38.95 +0.04
ClearwaterPaper(CLW) 1262 202.1 36.73 +0.01 CentrusEnergy(LEU) 740 7.5 42.35 +0.63 ROC Energy(ROC) 1327 257.7 10.38 +0.05
NYSE American Biggest % Movers By Share Volume By Share Volume By Share Volume
Winners Name (Sym) Volume Close Change %Chg. Name (Sym) Volume Close Change %Chg. Name (Sym) Volume Close Change %Chg.
Name (Sym) Volume Close Change %Chg. PalantirTech(PLTR) 607375 9.20 +1.69 +22.5 Tellurian(TELL) 91630 1.51 –0.30 –16.6 Tesla(TSLA) 1012619 208.31 +11.42 +5.8
UnvlSecInstr(UUU) 17416 2.48 +0.42 +20.4 FordMotor(F) 323937 12.89 +0.16 +1.3 iBio(IBIO) 86251 1.48 +0.61 +69.3 ContextLogic(WISH) 459918 0.75 +0.11 +17.9
Espey(ESP) 84 19.30 +3.00 +18.4 NuHoldings(NU) 259906 4.99 +0.25 +5.3 B2Gold(BTG) 70630 3.32 –0.30 –8.3 BedBath(BBBY) 341862 1.81 –0.54 –23.0
RegionalHealth(RHE) 238 3.87 +0.57 +17.2 NIO(NIO) 180202 10.19 –0.12 –1.2 AultAlliance(AULT) 32287 0.12 –0.00 –0.5 Apple(AAPL) 316539 152.55 +1.54 +1.0
IvanhoeElectric(IE) 1689 15.23 +1.90 +14.3 AMC Ent(AMC) 168565 5.24 +0.34 +6.9 GeniusGroup(GNS) 29412 5.85 –0.43 –6.8 Amazon.com(AMZN) 272765 97.20 –0.41 –0.4
Electromed(ELMD) 166 13.37 +1.55 +13.1 ItauUnibanco(ITUB) 166148 5.15 +0.23 +4.7 UraniumEner(UEC) 26298 3.91 –0.11 –2.7 AdvMicroDevices(AMD) 253297 78.50 –2.98 –3.7
FriedmanInds(FRD) 239 11.88 +1.19 +11.1 Snap(SNAP) 163929 10.36 –0.29 –2.7 DenisonMines(DNN) 20426 1.31 –0.05 –3.7 NVIDIA(NVDA) 244723 213.88 +1.23 +0.6
CoreMoldingTech(CMT) 267 16.45 +1.64 +11.1 Shopify(SHOP) 160170 43.61 –4.69 –9.7 AsensusSurg(ASXC) 18511 0.97 +0.23 +30.2 Alphabet A(GOOGL) 230679 94.35 –0.22 –0.2
Envela(ELA) 148 7.32 +0.72 +10.9 Uber(UBER) 160074 34.77 +0.47 +1.4 GranTierraEner(GTE) 17722 0.83 –0.09 –10.3 FaradayFuture(FFIE) 216886 0.59 –0.10 –14.9
Carnival(CCL) 158326 11.29 +0.13 +1.2 UnvlSecInstr(UUU) 17416 2.48 +0.42 +20.4 Alphabet C(GOOG) 189273 94.59 –0.27 –0.3
Losers AT&T(T) 141157 19.44 +0.37 +1.9 Ur-Energy(URG) 15974 1.14 –0.10 –8.1 Microsoft(MSFT) 168844 258.06 –5.04 –1.9
SouthwesternEner(SWN) 139129 4.97 –0.45 –8.3 Globalstar(GSAT) 15754 1.24 +0.01 +0.8 Lyft(LYFT) 164557 11.28 +0.97 +9.4
Nuburu(BURU) 511 3.80 –3.96 –51.0 CreditSuisse(CS) 138523 3.02 –0.12 –3.8 Zomedica(ZOM) 15409 0.26 –0.01 –4.0 SoFiTech(SOFI) 149152 6.62 –0.19 –2.8
DakotaGold(DC) 495 3.01 –0.47 –13.5 BankofAmerica(BAC) 137537 35.35 –0.23 –0.6 GoldResource(GORO) 14545 1.01 –0.62 –38.0 Intel(INTC) 144654 27.61 –0.19 –0.7
Servotronics(SVT) 32 10.78 –1.51 –12.3 LumenTech(LUMN) 136192 3.93 –0.03 –0.8 NewGold(NGD) 14263 0.94 –0.08 –8.3 DraftKings(DKNG) 142037 20.54 +4.55 +28.5
Oragenics(OGEN) 44 5.63 –0.78 –12.2 SilvergateCapital(SI) 117991 18.06 +3.06 +20.4 RingEnergy(REI) 12845 2.11 –0.24 –10.2 CiscoSystems(CSCO) 137643 50.77 +3.51 +7.4
IndonesiaEnergy(INDO) 994 5.68 –0.77 –11.9 Carvana(CVNA) 116294 11.37 +0.53 +4.9 EquinoxGold(EQX) 11580 3.69 –0.25 –6.3 MetaPlatforms(META) 128863 172.88 –1.27 –0.7
EllomayCapital(ELLO) 10 15.79 –2.00 –11.2 C3.ai(AI) 115610 23.84 +0.85 +3.7 Senseonics(SENS) 9929 1.13 +0.04 +3.7 Canoo(GOEV) 121099 0.88 –0.11 –11.6
RingEnergy(REI) 12845 2.11 –0.24 –10.2 Roblox(RBLX) 114762 40.88 +6.06 +17.4 FOXOTechnologies(FOXO) 7315 0.60 –0.41 –40.2 CoinbaseGlbl(COIN) 118832 65.20 +8.11 +14.2
CheniereEnerPtrs(CQP) 1287 48.68 –5.52 –10.2 DevonEnergy(DVN) 111965 53.33 –10.21 –16.1 CheniereEnergy(LNG) 6987 144.87 –7.10 –4.7 OpendoorTech(OPEN) 117484 2.01 +0.06 +3.1
Nasdaq Biggest % Movers By Dollar Volume By Dollar Volume

Name (Sym) $ Volume Close Change %Chg.
By Dollar Volume
Winners CheniereEnergy(LNG) 850828 144.87 –7.10 –4.7 Tesla(TSLA) 172400216 208.31 +11.42 +5.8
BerkHathwy A(BRK.A) 7559667467372.75–4877.26 –1.0
Alibaba(BABA) 7240960 100.01 –3.64 –3.5 B2Gold(BTG) 157907 3.32 –0.30 –8.3 NVIDIA(NVDA) 43665655 213.88 +1.23 +0.6
IntuitiveMachinesA(LUNR) 6090 40.70 +31.43 +339.1 GeniusGroup(GNS) 136996 5.85 –0.43 –6.8 Apple(AAPL) 38617401 152.55 +1.54 +1.0
Shopify(SHOP) 6875773 43.61 –4.69 –9.7
TravelCenters(TA) 13732 84.22 +37.21 +79.2 iBio(IBIO) 130878 1.48 +0.61 +69.3 Microsoft(MSFT) 32752657 258.06 –5.04 –1.9
J&J(JNJ) 6714035 160.39 –1.76 –1.1
OcularTherapeutix(OCUL) 44991 6.27 +2.40 +62.0 Tellurian(TELL) 127874 1.51 –0.30 –16.6 Amazon.com(AMZN) 21629775 97.20 –0.41 –0.4
TaiwanSemi(TSM) 6586261 90.10 –5.27 –5.5
MeihuaIntlMed(MHUA) 200 26.01 +9.76 +60.1 ImperialOil(IMO) 89488 50.20 –3.58 –6.7 AdvMicroDevices(AMD) 17102555 78.50 –2.98 –3.7
ExxonMobil(XOM) 6571973 111.28 –7.89 –6.6
IkenaOncology(IKNA) 161 4.23 +1.50 +54.9 UraniumEner(UEC) 88472 3.91 –0.11 –2.7 MetaPlatforms(META) 17044519 172.88 –1.27 –0.7
DevonEnergy(DVN) 5852970 53.33 –10.21 –16.1
AMC Networks(AMCX) 4760 27.13 +9.18 +51.1 CheniereEnerPtrs(CQP) 60890 48.68 –5.52 –10.2 Alphabet A(GOOGL) 16890649 94.35 –0.22 –0.2
Chevron(CVX) 5564176 162.85 –9.12 –5.3
FusionPharm(FUSN) 17782 4.83 +1.39 +40.4 UnvlSecInstr(UUU) 54508 2.48 +0.42 +20.4 Alphabet C(GOOG) 13893919 94.59 –0.27 –0.3
UnitedHealth(UNH) 5300743 499.08 +4.83 +1.0
Roku(ROKU) 90679 71.56 +16.66 +30.3 EquinoxGold(EQX) 35122 3.69 –0.25 –6.3 Airbnb(ABNB) 10514991 131.60 +22.73 +20.9
Boeing(BA) 5208998 211.66 –1.23 –0.6
Losers Salesforce(CRM) 4850292 165.17 –1.86 –1.1 EnergyFuels(UUUU) 34543 7.06 –0.34 –4.6 Netflix(NFLX) 6743517 347.96 +0.60 +0.2
Name (Sym) Volume Close Change %Chg. PalantirTech(PLTR) 4818998 9.20 +1.69 +22.5 ActiniumPharm(ATNM) 31402 13.76 +0.76 +5.8 CoinbaseGlbl(COIN) 6672580 65.20 +8.11 +14.2
JPMorganChase(JPM) 4526134 142.24 +1.20 +0.9 CentrusEnergy(LEU) 29883 42.35 +0.63 +1.5 Roku(ROKU) 5931184 71.56 +16.66 +30.3
FrequencyTherap(FREQ) 25653 0.67 –3.26 –83.0
Roblox(RBLX) 4525126 40.88 +6.06 +17.4 NatlHealthcare(NHC) 28469 58.41 –1.95 –3.2 CiscoSystems(CSCO) 5792128 50.77 +3.51 +7.4
AtlisMotor(AMV) 59489 1.06 –1.54 –59.2
HomeDepot(HD) 4413674 317.95 +1.41 +0.4 MAG Silver(MAG) 27640 12.60 –0.34 –2.6 PayPal(PYPL) 4599955 74.66 –6.14 –7.6
CredoTech(CRDO) 40907 9.65 –8.98 –48.2
Uber(UBER) 4405001 34.77 +0.47 +1.4 SilverCrestMetals(SILV) 24176 5.58 +0.24 +4.5 EnphaseEnergy(ENPH) 4112464 204.99 –7.08 –3.3
GlycoMimetics(GLYC) 29006 1.88 –1.60 –46.0
EliLilly(LLY) 4266188 328.40 –16.72 –4.8 DenisonMines(DNN) 23734 1.31 –0.05 –3.7 Adobe(ADBE) 3849818 356.85 –14.14 –3.8
Movella(MVLA) 3492 4.69 –3.89 –45.3
Deere(DE) 4154739 433.31 +15.52 +3.7 RingEnergy(REI) 23214 2.11 –0.24 –10.2 Broadcom(AVGO) 3716467 595.59 +2.34 +0.4
G1Therapeutics(GTHX) 22960 4.02 –3.11 –43.6
Disney(DIS) 4030659 105.22 –2.84 –2.6 NovaGoldRscs(NG) 22084 5.83 –0.22 –3.6 AnalogDevices(ADI) 3702590 192.71 +14.25 +8.0
LanzaTechGlobal(LNZA) 345 4.15 –3.15 –43.2
Coca-Cola(KO) 3974795 60.12 +0.50 +0.8 IvanhoeElectric(IE) 21218 15.23 +1.90 +14.3 TradeDesk(TTD) 3635446 60.30 +11.61 +23.8
LavaTherap(LVTX) 787 2.33 –1.18 –33.6
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
MARKET VIEW
This commentary was issued recently by
money managers, research firms, and market
newsletter writers. Edited by Barron’s staff.
Mester Sends a Message What Berkshire Bought “The signs of an impending recession are clear
Excerpt from a speech by Loretta J. Mester,
president and CEO, Federal Reserve Bank
Glenview Update
Glenview Trust and plentiful....Bear markets that overlap with
of Cleveland, delivered via video to a conference
in Sarasota, Fla.
glenviewtrust.com
recessions last a median of 17 months and
Feb. 15: Berkshire Hathaway’s fourth- decline 32.8%. A bear market has never ended
Feb. 16: In making its monetary-policy quarter 2022 13F was filed on Feb. 14. This
decisions, the Federal Open Market Com- filing gives us a quarterly opportunity to before the start of a recession.”
mittee is always guided by its strong com- observe what Warren Buffett, Charlie Ed Clissold, Thanh Nguyen, NDR
mitment to achieving its statutory goals of Munger, and their team are doing within
price stability and maximum employment. Berkshire’s publicly traded equity portfolio.
The FOMC has come an appreciable way in Berkshire (ticker: BRK.A) has a large stable
bringing policy from a very accommodative of wholly owned entities, so this is just a rates: Both are still far from target, but one is net giants? And hasn’t that been a sign of an
stance to a restrictive one, but we have more slice of their investments. Berkshire’s fourth- much further than the other. The U.S. infla- impending recession? From the microcosm
work to do. How much higher the federal- quarter earnings are scheduled to be re- tion rate of 6.4% is over three times the offi- of Super Bowl ads (admittedly a small sam-
funds rate will need to go, and for how long ported on Saturday, Feb. 25. cial target, but has come down from last ple), we see advertisers investing to reach the
policy will need to remain restrictive, will Berkshire’s $299 billion very concen- summer’s 41-year high of 9.1%. The U.K. consumer, perhaps because the consumer
depend on how much inflation and inflation trated investment portfolio consists of 49 inflation rate of 10.5% is over five times the still has plenty left to spend, or because com-
expectations are moving down, and that will companies, unchanged from the prior quar- official target and is still very close to last panies are fighting for a larger share of a
depend on how much demand is slowing, ter. It appears that Berkshire was a net seller fall’s 41-year high of 11.1%. shrinking consumer wallet. The data suggest
supply challenges are being resolved, and of stocks during the quarter. The top five —Jennifer Lee that it’s the former, and that pushes the risk
price pressures are easing.…The incoming holdings account for over 75% of the total of recession further into the future.
data have not changed my view that we will portfolio. The top five, in order of the size —JoAnne Feeney
need to bring the fed-funds rate above 5% of holding, are Apple (AAPL), Bank of Super Bowl Spending Spree
and hold it there for some time to be suffi- America (BAC), Chevron (CVX), Coca- Market Commentary
ciently restrictive to ensure that inflation is Cola (KO), and American Express (AXP). Advisors Capital Management Budget Busted
on a sustainable path back to 2%. Indeed, at Despite adding to Apple, it declined to al- advisorscenter.com
The Budget and Economic Outlook: 2023 to 2033
our meeting two weeks ago, setting aside most 39% of the portfolio from about 42% Congressional Budget Office
what financial-market participants expected in the third quarter. Feb. 13: Time is money, they say, and that’s cbo.gov
us to do, I saw a compelling economic case Due to these holdings, plus Occidental certainly true at the Super Bowl: $7 million
for a 50-basis-point increase, which would Petroleum (OXY) and Kraft Heinz (KHC), bought some advertisers a mere 30 seconds Feb. 15: The Congressional Budget Office
have brought the top of the target range to 5%. the portfolio is significantly overweight tech- to pitch their wares. The average price for a projects a federal budget deficit of $1.4 tril-
nology, energy, consumer staples, and finan- 30-second slot came in around $6.5 million lion for 2023....In it’s projections, deficits
cials, relative to the S&P 500 index. Berk- this year, bringing the total to 42 minutes generally increase over the coming years; the
Recession Warning Is Clear shire now controls more than 20% of the of ads (excluding the National Football shortfall in 2033 is $2.7 trillion. The deficit
U.S. Focus shares outstanding in Occidental. This port- League’s and the network’s own promotions) amounts to 5.3% of gross domestic product
NDR Ned Davis Research folio includes no industrials, real estate com- close to $580 million. This puts total Super in 2023, swells to 6.1% of GDP in 2024 and
ndr.com panies, or utilities, but Berkshire’s wholly Bowl advertising at about the same level as 2025, and then declines in the two years that
owned entities include a large railroad, last year. follow. After 2027, deficits increase again,
Feb. 15: The signs of an impending reces- Burlington Northern Santa Fe, and multiple But wait, isn’t advertising spending suf- reaching 6.9% of GDP in 2033, a level
sion are clear and plentiful. The Federal Re- regulated utilities and pipelines. fering, as we’ve been hearing from the inter- exceeded only five times since 1946.
serve has engaged in its most aggressive —Bill Stone
tightening cycle in four decades. The yield
curve has inverted. ISM Manufacturing and Market Sentiment
Services indexes fell below 50. Home sales U.K.: Inflation Nation Citigroup Panic/Euphoria Model Last –0.06 Euphoria Neutral Panic
have cratered. Real retail sales growth has AM Charts 0.9
been negative since May. BMO Capital Markets
The warnings for the stock market are bmo.com 0.6
equally clear. Bear markets that overlap with 0.3

recessions last a median of 17 months and Feb. 15: Labor markets are tight every-
0
decline 32.8%. A bear market has never where, including in the U.S. and the United
ended before the start of a recession. Kingdom. Both countries still have very high -0.3
—Ed Clissold, Thanh Nguyen levels of job openings/availability, although -0.6
they are coming down. And, as vacancies
-0.9
continue to tumble, that should ease wage J F M A M J J A S O N D J F
To be considered for this section, material, with pressures. The U.S. is seeing that, but that The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and sell
signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be higher one year
the author’s name and address, should be sent is still not the case in the U.K. later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later.
to [email protected]. This can be blamed on broader inflation Source: Citigroup Investment Research - US Equity Strategy
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 38 Weekly Bond Statistics 52
Charting the Market 35 Federal Reserve Data Bank 53 Nasdaq National Market 42 Winners & Losers Stocks 36
Coming Earnings 51 Foreign Exchange 51 New Corporate Listings 50
Conference Call Calendar 53 Gold & Silver Prices 52 New Highs & Lows 53
Delta Tactical Sentiment 51 Gold Mining Index 52 NYSE Half-Hourly Volume 50
Distributions & Offerings 53 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 February 13-17, 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.
21.32 15.41 AmericaMovil AMX 1.7 7 20.65 +0.89.4414 19.20 3.81 ArdmoreShipping ASC .0 5 18.00 +1.84 .45 41.38 25.37 BP BP 3.6 dd 40.02 –0.63.3966 72.00 46.10 BoydGaming BYD .0 11 66.19 +0.55 .16
A 22.11 15.86 AmericaMovil A AMOV 3.1 7 20.60 +1.09.4414 10.22 9.73 AresAcqnA AAC ... 47 10.21 ... ... 26.08 8.50 BP Prudhoe BPT 33.1 3 10.55 –0.99.2974 55.72 40.52 Brady BRC 1.7 18 53.10 +0.10 .23
39.10 24.01 AmericanAssets AAT 5.0 36 26.30 –0.13 .33 16.48 9.90 AresCommRealEst ACRE 11.3 19 11.67 –0.10 .02 34.00 5.75 BRC BRCC ... dd 7.33 +0.46 ... 6.64 3.41 BraemarHtls BHR 4.2 dd 4.78 –0.09 .05
54.97 33.75 AAR AIR ... 21 54.42 +3.01 ... 11.96 6.36 AmericanAxle AXL ... cc 9.25 +0.12 ... 87.50 53.15 AresMgmt ARES 3.7 94 83.11 –2.23 .77 4.13 1.22 BRF BRFS ... dd 1.35 +0.10 ... 14.55 5.94 BrandywineRealty BDN 11.7 21 6.49 –0.14 .19
35.54 23.97 ABB ABB 2.1 26 34.17 +0.54.7066 21.93 9.46 AmerEagle AEO 4.6 27 15.58 ... .18 42.15 31.26 Argan AGX 2.5 27 39.88 +0.60 .25 25.67 18.73 BRT Apartments BRT 4.7 8 21.32 +0.14 .25 9.82 4.11 BrasilAgro LND 18.7 6 5.19 +0.01.6018
54.00 37.68 ABMIndustries ABM 1.8 14 48.80 +0.81 .22 48.37 28.05 AmerEquity AEL .8 4 44.99 –2.31 .36 45.26 19.00 ArgoGroup ARGO 4.3 dd 29.00 –0.39 .31 62.84 42.77 BWX Tech BWXT 1.5 18 60.53 +0.80 .22 19.93 7.71 Braskem BAK 41.0 9 7.87 –0.64 .708
9.00 4.27 ACCO Brands ACCO 5.1 30 5.85 –0.39 .075 197.75 130.65 AmerExpress AXP 1.2 18 177.30 –1.95 .52 23.58 11.75 ArisWater ARIS 3.1 cc 14.04 –0.25 .09 9.08 3.89 Babcock&Wilcox BW ... dd 6.70 +0.27 ... 71.29 28.85 BreadFinancial BFH 2.1 9 40.52 –0.16 .21
13.70 7.23 AcresCmclRlty ACR ... 15 9.52 +0.23 ... 152.29 119.01 AmericanFin AFG 1.9 13 133.80 –3.65 4.00 145.17 89.12 AristaNetworks ANET ... 32 138.23 +4.96 ... 137.75 6.31 Babylon BBLN ... dd 9.44 –2.12 ... 21.98 11.88 BridgeInvt BRDG 4.6 9 14.74 +0.23 .17
17.28 2.69 ADC Therap ADCT ... dd 4.35 –0.05 ... 43.89 29.31 AmHomes4Rent AMH 2.6 55 33.25 –0.60 .22 3.69 2.65 ArlingtonAsset AAIC ... 47 3.01 +0.02 ... 123.59 73.20 BadgerMeter BMI .7 53 120.29 +1.54 .225 3.66 0.49 BrightHealth BHG ... dd .87 +0.06 ...
10.10 6.00 ADT ADT 1.7 dd 8.37 +0.06 .035 65.73 47.05 AIG AIG 2.1 5 60.82 –0.50 .32 11.79 2.93 ArloTech ARLO ... dd 4.37 +0.16 ... 7.76 1.13 Bakkt BKKT ... dd 1.68 +0.18 ... 140.02 54.19 BrightHorizons BFAM ... 58 79.87 +5.88 ...
92.16 60.74 AECOM ACM .7 38 89.39 –0.42 .18 28.39 12.90 AmRltyInv ARL ... 1 26.13 –0.82 ... 15.13 10.04 ArmadaHoffler AHH 5.7 18 13.45 +0.95 .19 94.79 46.00 Ball BALL 1.4 26 57.54 +2.93 .20 4.60 2.04 BrightScholar BEDU ... ... 3.08 –0.09 ...
29.89 18.62 AES AES 2.5 dd 26.23 +0.12.1659 100.51 71.22 AmerStWater AWR 1.7 44 94.27 +0.71.3975 8.82 4.38 ArmourResREIT ARR 16.4 dd 5.87 –0.21 .08 36.97 17.54 Bally's BALY ... dd 20.94 +1.82 ... 26.88 14.73 BrightSphere BSIG .2 12 25.90 –0.28 .01
74.02 52.07 Aflac AFL 2.4 11 69.37 –0.51 .42 110.00 11.28 AmerStratInvt NYC 3.3 dd 12.00 +0.44 .80 97.05 66.86 ArmstrongWorld AWI 1.2 20 81.37 +1.80 .254 20.62 14.86 BancCalifornia BANC 1.3 10 18.01 +0.93 .10 9.63 6.11 BrightSpire BRSP10.9 8 7.34 –0.01 .20
150.28 88.55 AGCO AGCO .7 12 138.31 +0.13 .24 282.47 178.17 AmerTowerREIT AMT 2.8 33 210.26 –6.46 1.56 134.56 89.38 ArrowElec ARW ... 6 123.28 –3.37 ... 5.11 2.03 BancoBBVA BBAR .0 3 4.64 +0.27.0162 14.07 5.56 BrightView BV ... 77 6.55 +0.02 ...
9.65 3.52 AG Mortgage MITT13.0 dd 6.23 –0.12 .18 25.99 13.82 AmerVanguard AVD .6 22 20.40 –0.83 .03 40.68 25.67 ArtisanPtrsAsset APAM 7.0 12 35.47 –0.53 .35 7.49 3.93 BancoBilbaoViz BBVA 4.0 7 7.45 +0.25.3333 43.46 21.47 BrinkerIntl EAT ... 24 39.40 –0.80 ...
8.23 1.12 a.k.a.Brands AKA ... dd 1.57 ... ... 173.87 122.77 AmerWaterWorks AWK 1.8 33 149.61 –0.84 .655 23.43 9.64 Artivion AORT ... dd 13.96 +0.57 ... 3.55 2.24 BancoBradesco BBDO 5.4 7 2.42 +0.15.0033 72.13 48.38 Brink's BCO 1.3 18 63.96 +1.22 .20
21.09 3.77 AMC Ent AMC ... dd 5.24 +0.34 ... 5.43 2.52 AmericanWell AMWL ... dd 3.77 +0.15 ... 69.75 11.32 Asana ASAN ... dd 15.61 +1.13 ... 22.74 15.64 BancodeChile BCH 4.7 7 21.81 –0.19 .855 81.44 65.95 BristolMyers BMY 3.2 24 71.11 –1.09 .57
129.04 82.76 AMN Healthcare AMN ... 9 92.50 –0.43 ... 32.99 21.49 AmericoldRealty COLD 2.8 dd 31.84 +1.08 .22 253.67 138.88 AsburyAutomotive ABG ... 5 241.52 +10.01 ... 17.51 12.58 Bladex BLX 5.9 9 17.06 +0.41 .25 0.25 0.10 BristolMyersRt CELG.RT73.4 ... .14 ....1046
2555.30 8.38 AMTD Digital HKD ... ... 8.50 –0.72 ... 357.46 219.99 Ameriprise AMP 1.4 16 351.48 +1.75 1.25 12.09 4.09 AshfordHosp AHT ... dd 5.86 –0.24 ... 23.15 9.72 BancoMacro BMA 3.1 5 20.22 –0.19.0729 40.10 21.61 Bristow VTOL ... 50 28.11 –0.82 ...
25.80 1.59 AMTD IDEA AMTD ... 1 1.66 –0.02 ... 174.63 134.70 AmerisourceBrgn ABC 1.2 20 161.49 +2.46 .485 114.36 83.29 Ashland ASH 1.3 dd 103.37 –0.64 .335 7.98 4.80 BancSanBrasil BSBR 6.8 ... 5.82 +0.31.0881 46.93 35.47 BritishAmTob BTI 7.3 11 38.15 +1.30.7006
10.54 9.91 AP Acqn A APCA ... cc 10.46 +0.02 ... 148.06 106.17 Ametek AME .7 29 146.49 +1.80 .25 38.04 7.93 AspenAerogels ASPN ... dd 12.30 +1.88 ... 22.95 13.37 BcoSantChile BSAC ... 8 17.27 +0.07 ... 27.19 17.62 BrixmorProp BRX 4.5 20 23.22 +0.14 .26
4.18 2.11 ARC Document ARC 5.6 13 3.57 –0.27 .05 4.76 1.95 AmnealPharm AMRX ... dd 2.43 +0.14 ... 6.71 4.52 BcoSantMex BSMX 9.2 7 6.62 +0.08.3272 9.02 3.52 BroadmarkRealty BRMK 9.7 10 4.34 +0.09 .035
27.87 16.88 AssetMarkFin AMK ... 23 27.49 +0.80 ...
7.70 4.45 ASE Tech ASX 8.0 7 7.10 –0.25.4794 6.67 2.26 Ampco-Pitt AP ... dd 2.80 –0.34 ... 183.33 131.35 BroadridgeFinl BR 2.0 32 143.86 –2.19 .725
25.50 17.45 AssociatedBanc ASB 3.5 10 23.81 +0.18 .21 3.82 2.26 BancoSantander SAN 2.0 6 3.74 +0.09.0559
124.35 78.26 ASGN ASGN ... 18 92.46 +0.87 ... 82.86 61.67 Amphenol APH 1.0 26 81.03 +1.17 .21 22.80 14.98 Broadstone BNL 6.0 26 18.38 +0.48 .275
44.50 33.69 AssocCapital AC .5 dd 36.85 +0.59 .10 45.98 23.86 BanColombia CIB 9.5 7 26.76 –1.31.6545
21.53 14.46 AT&T T 5.7 dd 19.44 +0.37.2775 10.38 4.44 AmplifyEnergy AMPY ... 5 8.14 –0.63 ... 7.61 2.37 BrookdaleSrLiving BKD ... dd 3.07 +0.32 ...
194.12 119.01 Assurant AIZ 2.1 27 132.41 –1.00 .70 46.54 29.31 BankofAmerica BAC 2.5 11 35.35 –0.23 .22
41.40 20.52 ATI ATI ... 47 41.24 +2.63 ... 26.01 5.62 AmpriusTech AMPX ... dd 6.21 +0.09 ... 36.50 26.76 BrookfieldAsset BAM 3.6 ... 35.10 +0.42 .32
67.13 45.91 AssuredGuaranty AGO 1.6 15 62.71 +0.45 .25 40.82 28.67 BankofButterfield NTB 4.8 9 37.00 +4.81 .44
2.72 0.22 ATI PhysTherapy ATIP ... dd .41 +0.03 ... 16.72 9.88 Amrep AXR ... 5 12.61 –0.30 ... 36.79 17.58 BrookfieldBus BBUC 1.2 3 21.01 –0.07.0625
32.00 2.40 Atento ATTO ... dd 3.32 –0.76 ... 88.28 70.15 BankofHawaii BOH 3.7 14 75.97 –0.54 .70
19.79 12.27 A10Networks ATEN 1.6 25 15.19 +0.08 .06 10.42 9.84 AndrettiAcqnA WNNR ... cc 10.41 +0.02 ... 47.81 29.85 Brookfield BN .8 31 35.82 –0.50 .07
10.20 9.70 AthenaTechII A ATEK ... cc 10.18 +0.02 ... 122.77 81.57 BankofMontreal BMO 3.4 6 100.31 –1.121.0212
10.95 9.94 AxiosSustGrwA AXAC ... dd 10.33 –0.12 ... 17.93 4.43 AngelOakMtg AOMR17.8 dd 7.18 –0.32 .32 53.64 37.55 BrookfieldInfr BIPC 3.5 19 43.44 +0.80.3825
153.55 70.50 Atkore ATKR ... 7 146.46 +3.55 ... 57.46 36.22 BankNY Mellon BK 2.9 18 51.50 +0.10 .37
0.18 0.04 AxiosSustGrwRt AXAC.RT ... ... .12 ... ... 26.96 11.94 AngloGoldAsh AU 2.3 14 18.47 –1.30.2935 46.01 30.03 BrookfieldInfr BIP 4.4 59 34.87 +0.69.3825
41.43 30.26 AtlUnionBkshs AUB 3.1 13 38.12 –0.47 .30 74.82 45.26 BankNovaScotia BNS 5.6 9 54.14 –0.98.7941
63.99 48.32 AXIS Capital AXS 2.8 28 62.77 +0.16 .44 66.05 44.51 AB InBev BUD .7 31 58.82 +0.77.3998 48.27 29.84 BrookfieldReinsur BNRE .0 ... 35.86 –0.53 .07
15.63 10.13 Atlas ATCO 3.3 8 15.30 –0.05 .125 45.86 30.75 BankUnited BKU 2.7 10 36.79 –0.87 .25
30.26 15.12 AZEK AZEK ... cc 24.80 –1.75 ... 29.88 15.11 AnnalyCap NLY 16.3 4 21.59 –0.07 .88 44.41 27.19 BrookfieldRenew BEPC 4.5 16 30.01 +0.80.3375
50.84 30.21 AZZ AZZ 1.6 cc 41.42 +1.80 .17 122.96 97.71 AtmosEnergy ATO 2.5 21 117.11 +0.86 .74 10.35 9.86 BanyanAcqnA BYN ... 25 10.32 ... ...
23.91 8.39 AnnovisBio ANVS ... dd 18.27 –1.77 ... 5.07 1.52 ATRenew RERE ... dd 2.93 –0.15 ... 11.19 5.89 Barclays BCS 6.4 ... 8.43 –0.62.2435 74.00 52.91 Brown&Brown BRO .8 24 57.67 –0.58 .115
23.63 7.65 Aaron's AAN 3.1 29 14.75 +0.11.1125 11.61 8.56 AnteroMidstream AM 8.5 16 10.63 –0.08 .225 76.60 56.97 Brown-Forman A BF.A 1.3 36 65.62 +0.75.2055
124.36 93.25 AbbottLabs ABT 1.9 27 106.74 –1.42 .51 3.36 0.20 Audacy AUD ... dd .27 –0.03 ... 11.02 7.89 BaringsBDC BBDC10.9 30 8.73 +0.08 .24
48.80 20.24 AnteroResources AR ... 4 25.23 –3.10 ... 40.89 20.49 Autohome ATHM 1.5 16 34.45 –1.07 .53 5.84 1.38 Barnes&NobleEduc BNED ... dd 2.41 +0.11 ... 78.15 60.23 Brown-Forman B BF.B 1.3 36 65.65 +0.64.2055
175.91 134.09 AbbVie ABBV 3.9 23 151.31 –0.74 1.48 20.59 5.82 AnywhereRealEst HOUS ... 4 8.16 –0.06 ... 98.33 61.89 Brunswick BC 1.8 10 89.11 +2.64 .40
39.75 14.02 Abercrombie&Fitch ANF ... 73 31.19 +0.70 ... 100.83 65.74 Autoliv ALV 2.9 19 90.42 +1.08 .66 48.42 27.93 BarnesGroup B 1.5 86 43.47 –1.04 .16
341.98 246.21 Aon AON .7 26 310.27 –7.55 .56 158.30 94.92 AutoNation AN ... 6 157.30 +23.45 ... 26.07 13.01 BarrickGold GOLD 3.9 70 16.74 –1.19 .10 50.35 26.50 Buckle BKE 3.3 8 42.58 +0.38 2.65
22.63 12.28 AcadiaRealty AKR 4.7 dd 15.16 +0.16 .18 55.82 33.57 AptIncmREIT AIRC 4.6 7 39.43 +0.42 .45 12.35 5.09 Buenaventura BVN 1.1 5 7.44 +0.05 .073
14.04 7.26 AccelEnt ACEL ... 13 9.45 +0.10 ... 2610.05 1703.32 AutoZone AZO ... 22 2605.62 +91.93 ... 58.17 25.75 Bath&BodyWks BBWI 1.9 11 42.89 –1.43 .20
9.79 5.22 ApartmtInv AIV 21.6 4 7.61 –0.05 .02 259.05 157.69 Avalonbay AVB 3.7 20 179.27 –1.01 1.65 10.41 9.76 BatteryFutureA BFAC ... 19 10.36 +0.02 ... 26.87 12.47 Build-A-Bear BBW ... 7 23.05 +0.06 ...
345.30 242.95 Accenture ACN 1.6 25 277.05 –6.91 1.12 22.94 13.09 APi Group APG ... dd 22.06 +0.73 ... 10.20 9.70 BuildAcqnA BGSX ... 42 10.12 +0.01 ...
10.31 9.63 AcropolisInfrA ACRO ... dd 10.08 –0.02 ... 51.71 37.64 Avangrid AGR 4.3 18 41.34 +0.75 .44 20.20 12.20 Bausch+Lomb BLCO ... cc 18.91 +2.30 ...
14.55 7.91 ApolloComRlEst ARI 11.7 8 11.97 +0.24 .35 35.91 19.32 AvanosMedical AVNS ... 33 29.95 –0.15 ... 24.82 4.00 BauschHealth BHC ... 14 9.51 +2.35 ... 85.40 48.91 BuildersFirst BLDR ... 5 81.48 +1.16 ...
198.85 142.71 AcuityBrands AYI .3 18 196.41 +8.14 .13 74.63 45.62 ApolloGlbMgmt APO 2.2 dd 71.44 +0.78 .40 128.40 80.41 Bunge BG 2.6 9 97.57 –1.32 .625
53.94 37.46 Acushnet GOLF 1.4 21 50.62 +2.04 .18 35.53 17.91 Avantor AVTR ... 25 24.54 +0.56 ... 86.96 38.58 BaxterIntl BAX 2.8 dd 41.00 +0.05 .29
10.18 9.68 ApolloStratII A APGB ... 45 10.14 ... ... 204.37 151.62 AveryDennison AVY 1.6 20 182.50 +1.11 .75 2.40 0.50 Beachbody BODY ... dd .69 +0.10 ... 11.20 6.94 BurfordCapital BUR 3.0 ... 8.25 ....0625
13.55 6.95 Adecoagro AGRO 3.9 6 8.06 +0.32.1602 18.69 13.79 AppleHospREIT APLE 5.6 25 17.01 –0.04 .08 239.94 106.47 BurlingtonStrs BURL ... 92 227.94 +4.47 ...
49.14 27.15 Adient ADNT ... dd 44.60 +2.33 ... 54.77 27.65 Avient AVNT 2.3 6 42.93 +5.05.2475 10.50 9.82 BeardEnerA BRD ... ... 10.28 +0.01 ...
149.42 88.09 AppliedIndlTechs AIT 1.0 19 144.59 +3.72 .35 46.90 35.72 Avista AVA 4.5 23 40.76 +0.79 .46 17.64 9.47 BeazerHomes BZH ... 2 14.76 –0.28 ... 8.72 2.17 ButterflyNtwk BFLY ... dd 2.43 –0.01 ...
44.40 19.14 AdtalemGlbEduc ATGE ... dd 40.96 +0.85 ... 122.94 90.23 Aptargroup ATR 1.3 33 116.69 +7.48 .38 28.14 20.15 BylineBancorp BY 1.4 11 25.09 –0.08 .09
231.43 138.52 AdvanceAuto AAP 4.0 19 149.99 –1.81 1.50 30.80 20.66 AxaltaCoating AXTA ... 34 29.38 +0.32 ... 277.29 215.90 BectonDicknsn BDX 1.5 45 244.52 –3.31 .91
144.72 77.96 Aptiv APTV ... 61 119.64 +6.84 ... 55.00 33.91 AxosFinancial AX ... 12 50.24 +1.52 ... 92.33 47.89 Belden BDC .2 15 89.79 +0.98 .05
153.36 79.90 AdvDrainageSys WMS .5 17 93.13 +0.38 .12 45.72 28.74 Aramark ARMK 1.1 44 38.30 –0.16 .11 C
57.10 30.69 AdvanSix ASIX 1.4 8 42.24 –0.18 .145 17.39 4.51 Azul AZUL ... dd 4.52 –0.61 ... 31.93 20.20 BellRing BRBR ... 35 30.91 +0.71 ...
18.09 11.16 ArborRealty ABR 9.9 8 15.54 +0.89 .40 21.53 3.26 AzurePowerGlbl AZRE ... ... 3.79 +0.46 ... 30.00 21.11 BenchmarkElec BHE 2.7 13 24.87 –0.29 .165
5.89 3.76 Aegon AEG 3.7 dd 5.51 –0.03.1288 34.59 19.25 ArcelorMittal MT 1.1 3 30.04 +1.26 .38 319.33 240.02 CACI Intl CACI ... 20 304.00 +2.42 ...
6.57 1.85 Aenza AENZ ... dd 2.83 +0.07 ... 5.85 2.16 BensonHill BHIL ... dd 2.30 –0.02 ... 5.59 2.73 CBD Pao CBD 1.8 3 3.35 –0.11.0713
183.53 110.97 ArchResources ARCH .6 2 159.19 +16.70 2.86 B 10.43 9.68 BerensonAcqnI BACA ... 18 10.13 +0.02 ...
67.20 37.20 AerCap AER ... dd 61.38 –0.43 ... 5.24 1.62 ArcherAviation ACHR ... dd 2.81 +0.13 ... 51.67 36.29 CBIZ CBZ ... 25 49.99 +1.74 ...
56.59 35.47 AerojetRocket AJRD ... 62 55.98 +0.15 ... 76.99 56.95 Berkley WRB .6 14 67.14 –1.05 .50 34.91 21.66 CBL&Assoc CBL 4.2 dd 26.59 +0.29 .375
98.88 70.02 ArcherDaniels ADM 2.2 11 81.59 –0.50 .45 4.46 1.25 Bark BARK ... dd 1.55 +0.02 ... 544389 393012 BerkHathwy A BRK.A ... dd 467372 –4877.26 ...
4.91 1.17 AevaTech AEVA ... dd 1.73 –0.01 ... 10.44 6.28 Archrock AROC 6.3 38 9.55 +0.03 .15 31.66 10.91 B&G Foods BGS 6.1 dd 12.47 +0.34 .19 101.53 66.31 CBRE Group CBRE ... 15 88.76 +1.46 ...
180.63 108.12 AffiliatedMgrs AMG .0 6 167.03 +0.68 .01 362.10 259.85 BerkHathwy B BRK.B ... dd 308.24 –1.65 ... 10.66 9.74 CCNeubergerIII A PRPC ... 24 10.16 ... ...
32.92 16.33 Arconic ARNC ... 54 24.12 +1.49 ... 59.34 39.88 BCE BCE 6.3 20 45.83 +0.24.7237 31.63 23.62 BerkshireHills BHLB 2.4 15 30.31 –0.45 .18
10.25 9.70 AfricanGoldA AGAC ... 49 10.15 ... ... 9.04 6.23 ArcosDorados ARCO 1.8 14 8.50 +0.35 .03 5.35 0.50 BEST BEST ... 0 .73 +0.05 ... 119.60 72.54 CF Industries CF 1.9 5 82.35 –8.14 .40
10.18 9.61 AfterNextA AFTR ... 39 10.13 +0.01 ... 66.21 44.52 BerryGlobal BERY 1.6 11 62.89 +0.65 .25 10.34 9.87 C5AcqnA CXAC ... cc 10.33 +0.01 ...
65.80 43.52 Arcosa ACA .3 28 58.48 +0.88 .05 16.02 10.30 BGSF BGSF 3.9 14 15.22 –0.27 .15 112.96 60.79 BestBuy BBY 4.0 13 86.94 +1.42 .88
160.26 112.52 AgilentTechs A .6 35 148.26 –4.29 .225 10.19 9.71 ArctosNorthA ANAC ... 32 10.18 +0.02 ... 71.52 46.92 BHP Group BHP 9.8 7 66.44 +0.46 3.50 94.00 72.23 CGI GIB ... 20 93.33 +0.59 ...
23.26 14.15 Agiliti AGTI ... 70 18.50 –0.25 ... 40.45 12.87 BigLots BIG 7.2 dd 16.75 +0.37 .30 19.08 5.22 CI&T CINT ... 29 5.81 +0.03 ...
39.75 16.74 ArcusBiosci RCUS ... 22 20.31 +0.18 ... 31.76 1.40 BitMining BTCM ... dd 3.49 +0.43 ... 16.12 0.58 BigBear.ai BBAI ... dd 3.91 –0.91 ...
28.36 14.82 agilon health AGL ... dd 22.79 –0.05 ... 9.20 3.91 ArdaghMetalPkg AMBP 7.2 14 5.52 +0.23 .10 80.41 51.45 BJ'sWholesale BJ ... 21 75.01 +0.12 ... 73.76 52.41 CMS Energy CMS 3.1 22 61.97 +0.56.4875
67.14 36.69 AgnicoEagleMines AEM 3.5 31 46.23 –5.00 .40 850.00 540.33 BiglariA BH.A ... dd 845.64 +0.64 ... 50.33 35.90 CNA Fin CNA 3.9 13 43.37 –0.87 1.20
80.44 61.62 AgreeRealty ADC 3.9 41 74.80 +2.12 .24 176.18 110.56 BiglariB BH ... dd 171.20 –0.77 ... 17.98 10.60 CNH Indl CNHI 1.7 11 16.73 +0.51.3861
47.00 29.75 AirLease AL 1.9 dd 42.88 –0.52 .20 247.58 89.87 Bill.com BILL ... dd 93.30 –1.65 ... 26.26 16.56 CNO Financial CNO 2.2 8 25.41 –0.46 .14
328.56 216.24 AirProducts APD 2.5 28 279.71 –8.11 1.75 20.57 5.54 Biohaven BHVN ... ... 16.51 –0.47 ... 24.21 14.55 CNX Resources CNX ... dd 15.71 –0.66 ...
651.83 344.63 Bio-RadLab A BIO ... dd 483.23 +12.05 ...
Five-Day Dow Composite

163.18 108.35 AlamoGroup ALG .5 21 163.16 +7.90 .22 79.17 27.48 CONSOL Energy CEIX 8.0 4 53.93 –2.84 1.10
11.62 6.35 AlamosGold AGI 1.0 cc 10.35 –0.32 .025 4.10 0.14 BirdGlobal BRDS ... dd .22 +0.02 ... 49.42 31.22 CRH CRH 2.5 9 47.24 +0.97 .24
61.55 38.19 AlaskaAir ALK ... cc 49.09 –0.49 ... 80.95 59.08 BlackHills BKH 3.9 16 64.72 +0.57 .625 38.50 5.56 CS Disco LAW ... dd 8.16 –0.23 ...
115.39 75.24 AlbanyIntl AIN 1.0 34 103.53 –5.13 .25 79.78 52.00 BlackKnight BKI ... 20 63.94 –0.69 ... 23.07 17.18 CTO Realty CTO 7.9 cc 19.24 +0.09 .38
334.55 169.93 Albemarle ALB .6 11 258.01 –10.28 .395 10.31 9.85 BlackMountainA BMAC ... ... 10.30 ... ... 48.18 31.90 CTS CTS .4 24 44.90 –0.76 .04
37.99 20.05 Albertsons ACI 2.3 9 21.22 –0.11 .12 Nowhere Fast: The Dow dipped 0.1% last week, its third straight weekly 10.16
7.97
9.60
3.17
BlackSpadeA
BlackBerry
BSAQ ...
BB ...
84
dd
10.15
4.15
+0.02 ...
+0.04 ...
30.92 10.16 C3.ai AI ... dd 23.84 +0.85 ...
98.09 33.55 Alcoa AA .9 dd 46.89 –1.80 .10 13.73 2.97 Curo CURO10.8 dd 4.08 –0.15 .11
81.98 55.21 Alcon ALC .3 64 73.59 –0.73 .20 loss, amid signs that inflation is cooling at a slower rate. Cisco gained 7% 788.65
3.73
503.12
1.00
BlackRock
BlackSkyTech
BLK 2.8
BKSY ...
21
dd
716.16
1.97
–7.35 5.00
+0.20 ...
43.61 16.83 CVR Energy CVI 5.0 10 32.02 –2.34 1.00
24.15 15.80 Alexander&Baldwin ALEX 4.3 52 19.23 –0.13 .22 179.74 80.30 CVR Partners UAN 19.8 4 97.33 –0.06 1.77
266.43 200.97 Alexander's ALX 8.0 20 225.41 –1.88 4.50 after reporting consensus-beating earnings, while Chevron slumped 5%. 132.93
32.91
71.72
20.87
Blackstone
BlackstoneMtg
BX 4.7
BXMT11.0
39
16
93.52
22.57
+0.39 .91
–0.01 .62
109.69 84.60 CVS Health CVS 2.7 28 88.58 –1.08 .605
206.85 126.74 AlexandriaRlEst ARE 3.0 52 161.58 –4.10 1.21 1576.49 620.57 CableOne CABO 1.5 13 753.38 –38.27 2.85
125.84 58.01 Alibaba BABA ... cc 100.01 –3.64 ... 9.94 1.00 BlendLabs BLND ... dd 1.76 –0.14 ... 81.70 59.65 Cabot CBT 1.9 13 79.93 +5.90 .37
10.90 6.31 Alight ALIT ... 66 9.58 +0.29 ... Monday Tuesday Wednesday Thursday Friday 48.76 23.03 BlockHR HRB 3.0 13 39.00 +0.10 .29 64.18 34.70 Cactus WHD .9 32 50.11 –3.33 .11
123.46 87.33 Allegion ALLE 1.5 24 118.60 +0.52 .45 149.00 51.34 Block SQ ... dd 75.02 –0.21 ... 32.01 22.04 CadenceBank CADE 3.4 11 27.48 +0.42 .235
28.44 2.33 Allego ALLG ... ... 4.05 –0.18 ... 34,280 31.47 11.47 BloomEnergy BE ... dd 23.49 –0.56 ... 31.50 17.74 Cadre CDRE 1.3 cc 23.76 +0.48 .08
68.46 47.77 Allete ALE 4.4 18 61.74 +1.39.6775 8.22 0.61 BlueApron APRN ... dd .99 –0.08 ... 27.97 15.23 CAE CAE ... 55 23.33 +1.27 ...
49.45 31.31 AllianceBernstein AB 7.3 15 40.44 +1.06 .70 14.70 8.06 BlueOwlCapital OWL 3.6 dd 13.52 +0.70 .13 31.13 17.82 Caleres CAL 1.1 6 25.95 +2.15 .07
50.64 32.63 AllisonTransm ALSN 1.7 9 49.70 +4.38 .21 34.58 16.24 BluegreenVac BVH 1.9 9 32.37 +0.16 .15 51.46 35.95 CaliforniaRscs CRC 2.9 3 39.57 –2.92.2825
144.46 111.85 Allstate ALL 2.5 dd 135.05 –0.36 .85 34,090 100.01 57.50 BlueLinx BXC ... 3 90.49 +2.95 ... 66.12 48.46 CalWtrSvc CWT 1.7 41 60.73 +0.68 .26
50.63 22.34 AllyFinancial ALLY 3.9 6 31.05 –1.49 .30 10.55 9.72 BlueRiverA BLUA ... 64 10.08 +0.07 ... 77.44 31.59 Calix CALX ... 88 52.39 +0.40 ...
186.98 85.51 AlphaMetal AMR 1.0 2 170.01 +11.59 5.00 10.51 9.71 BluescapeOppsAcqn BOAC ... 18 9.90 ... ... 66.48 31.23 CallonPetrol CPE ... 2 36.11 –5.71 ...
20.79 15.41 AlpineIncmProp PINE 5.6 9 19.33 –1.12 .275 221.33 113.02 Boeing BA ... dd 211.66 –1.23 ... 175.69 107.90 CamdenProperty CPT 3.3 20 120.05 –2.77 1.00
18.52 8.65 AltaEquipment ALTG 1.3 92 18.09 +0.86 .057 33,900 85.17 55.14 BoiseCascade BCC .8 3 74.73 –0.95 .15 32.49 20.02 Cameco CCJ .3 cc 28.79 –0.42.0941
10.15 9.65 AltC Acqn ALCC ... cc 10.10 –0.01 ... 105.66 50.20 BootBarn BOOT ... 15 81.31 +0.55 ... 57.78 41.73 CampbellSoup CPB 2.8 20 52.35 +0.92 .37
(Previous Friday Close)
76.35 39.55 Alteryx AYX ... dd 67.01 +4.09 ... 112.55 69.68 BoozAllen BAH 1.9 30 96.92 +0.26 .47 33.99 20.55 CampingWorld CWH 9.6 6 26.01 +1.00 .625
13.17 3.68 AlticeUSA ATUS ... 3 4.69 +0.11 ... 4.43 1.00 BoqiiHolding BQ ... dd 1.38 –0.21 ... 29.59 14.51 CanadaGoose GOOS ... 47 20.11 +0.63 ...
10.47 9.70 AltimarAcqnIIIA ATAQ ... 29 10.19 +0.02 ... 33,710 50.79 31.14 BorgWarner BWA 1.3 13 50.43 +2.11 .17 65.81 39.40 CIBC CM 5.4 9 46.38 +0.17.6329
57.05 40.35 Altria MO 7.8 15 48.07 +0.83 .94 7.31 1.84 BorrDrilling BORR ... dd 6.69 –0.02 ... 137.19 103.79 CanNtlRlwy CNI 2.0 20 116.75 –3.10.5906
14.72 4.26 AltusPower AMPS ... dd 7.24 –0.16 ... 422.75 287.00 BostonBeer SAM ... 60 329.04 –30.94 ... 70.60 44.45 CanNaturalRes CNQ 4.5 7 55.70 –4.91 .632
17.59 7.24 AmbacFin AMBC ... 2 16.15 +0.05 ... +376.66 -156.66 +38.78 -431.20 +129.84 30.94 18.68 BostonOmaha BOC ... dd 25.38 +0.83 ... 84.22 65.17 CanPacRlwy CP .7 27 77.61 –2.06.1424
3.32 2.40 Ambev ABEV 4.3 16 2.52 +0.08.1457 133.11 64.03 BostonProps BXP 5.6 13 70.44 –2.10 .98 3.80 1.22 Cango CANG .0 dd 1.42 –0.01 .98
5.12 0.38 AmbrxBio AMAM ... dd 3.25 +1.79 ...
33,520 48.87 34.98 BostonSci BSX ... cc 46.54 –0.69 ... 27.97 17.11 Cannae CNNE ... dd 23.00 –1.23 ...
13.61 10.42 Amcor AMCR 4.3 16 11.42 +0.09.1225 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 15.71 8.19 Bowlero BOWL ... dd 15.60 +2.03 ... 9.75 0.98 CanoHealth CANO ... dd 1.68 +0.09 ...
99.20 73.28 Ameren AEE 2.9 21 87.26 +1.76 .63 34.98 22.31 Box BOX ... dd 32.74 –1.01 ... 25.79 20.84 Canon CAJ 3.4 13 21.89 –0.15.4459
86.73 40.73 Ameresco AMRC ... 28 55.20 +1.23 ... 12.45 0.18 Boxed BOXD ... dd .59 +0.08 ... 157.28 86.98 CapitalOne COF 2.2 6 111.17 –4.22 .60
D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST B A R R ON S .C OM / D ATA

69.65 36.90 Capri CPRI ... 9 50.32 +0.47 ... 26.63 18.75 Core&Main CNM ... 11 22.91 +0.75 ... 156.67 95.64 EMCOR EME .4 20 151.19 +5.32 .15 710.00 340.48 FairIsaac FICO ... 46 682.19 +2.46 ... 286.63 151.63 Globant GLOB ... 53 173.00 +11.04 ...
81.57 49.70 CardinalHealth CAH 2.5 dd 78.78 –1.05.4957 35.83 13.19 CoreLabs CLB .2 58 23.83 –2.07 .01 32.56 20.38 ENI E 4.1 3 30.35 –1.36.3107 10.17 9.76 FarPeakAcqnA FPAC ... 10 10.15 ... ... 123.85 87.87 GlobeLife GL .7 16 122.93 +1.40.2075
22.46 15.90 CareTrustREIT CTRE 5.3 dd 20.70 +0.79 .275 23.50 18.81 CorebridgeFin CRBG 4.4 1 20.82 –0.54 .23 150.88 92.16 EOG Rscs EOG 2.8 9 118.42 –15.72 .825 21.07 3.64 Farfetch FTCH ... 4 5.16 –0.51 ... 81.78 52.60 GlobusMedical GMED ... 40 60.18 –0.10 ...
318.71 217.92 Carlisle CSL 1.1 15 266.19 +10.55 .75 35.48 20.45 CoreCard CCRD ... 21 34.00 –0.76 ... 462.99 168.59 EPAM Systems EPAM ... 48 338.21 –18.28 ... 16.43 11.38 FarmlandPtrs FPI 1.9 75 12.51 –0.27 .06 88.32 64.65 GoDaddy GDDY ... 35 77.81 –2.89 ...
109.54 52.10 CarMax KMX ... 21 72.95 –0.62 ... 14.24 8.39 CoreCivic CXW ... 10 10.56 –0.98 ... 56.38 34.58 EPR Prop EPR 7.8 21 42.31 –0.09 .275 20.03 7.15 Fastly FSLY ... dd 15.90 +6.03 ... 11.01 9.92 GoGreenInvtsA GOGN ... cc 10.50 +0.01 ...
22.77 6.11 Carnival CCL ... dd 11.29 +0.13 ... 3.59 1.51 CorEnergyInfr CORR11.8 dd 1.70 +0.02 .05 51.97 21.32 EQT EQT 1.9 8 31.25 –0.42 .15 9.63 1.10 FathomDigital FATH ... dd 1.13 –0.01 ... 17.20 7.03 GoldFields GFI 2.7 10 10.10 –0.40.1688
21.04 5.43 Carnival CUK ... dd 10.24 +0.16 ... 42.09 28.98 Corning GLW 3.1 23 35.58 +0.33 .28 62.21 32.12 ESAB ESAB .3 ... 58.60 –0.39 .05 140.37 90.38 FedAgriMtg C AGM 2.7 10 139.44 +0.76 .95 10.09 9.74 GoldenFalconA GFX ... 29 10.03 +0.01 ...
51.71 24.76 CarpenterTech CRS 1.6 dd 50.25 +0.91 .20 10.05 5.00 CorpAmAirports CAAP ... ... 9.35 –0.01 ... 101.52 60.03 ESCO Tech ESE .3 30 97.90 +2.71 .08 128.13 86.43 FederalRealty FRT 4.0 23 109.09 –0.88 1.08 20.50 13.54 GoldmanSachsBDC GSBD 11.5 18 15.67 +0.19 .45
56.28 22.71 CarriageSvcs CSV 1.3 12 33.48 +1.86.1125 29.64 22.22 CorpOfficeProp OFC 4.2 21 26.28 ... .275 10.20 9.70 ESM Acqn A ESM ... 75 10.20 +0.03 ... 55.38 31.86 FederalSignal FSS .7 31 53.41 +1.03 .09 389.58 277.84 GoldmanSachs GS 2.7 12 368.50 –2.78 2.50
48.48 33.10 CarrierGlobal CARR 1.6 11 45.22 +0.39 .185 10.60 9.61 CorsairPtrA CORS ... 29 10.17 +0.06 ... 6.28 2.02 ESSTech GWH ... dd 2.31 +0.21 ... 41.20 27.88 FederatedHermes FHI 2.7 15 39.98 +0.14 .27 39.91 22.67 Gorman-Rupp GRC 2.5 48 27.89 –0.16 .175
18.40 8.75 Cars.com CARS ... cc 17.55 +0.55 ... 68.43 49.01 Corteva CTVA 1.0 39 61.81 –2.66 .15 9.84 4.89 E2open ETWO ... dd 6.27 –0.18 ... 248.76 141.92 FedEx FDX 2.2 14 210.30 +0.93 1.15 72.87 56.48 Graco GGG 1.3 27 72.47 +1.65 .235
100.07 62.66 Carter's CRI 3.9 12 77.84 +0.44 .75 20.97 11.36 Cosan CSAN ... 22 12.06 +0.05 ... 78.75 40.13 EagleBulkShip EGLE12.6 3 57.30 –0.89 1.80 168.90 99.16 Ferguson FERG 2.4 15 148.04 +3.68 .75 10.57 9.65 GrafAcqnIV GFOR ... 35 10.09 +0.02 ...
156.68 3.55 Carvana CVNA ... dd 11.37 +0.53 ... 18.01 8.55 Costamare CMRE 4.5 2 10.13 +0.21 .115 152.15 101.98 EagleMaterials EXP .7 12 143.81 +0.02 .25 270.35 167.45 Ferrari RACE ... 50 266.88 +7.20 ... 10.63 4.07 GrafTechIntl EAF .7 4 5.70 +0.37 .01
115.34 40.69 Catalent CTLT ... 32 71.37 +0.91 ... 36.55 21.22 CoterraEnergy CTRA10.6 5 23.40 –1.67 .53 22.25 10.65 EarthstoneEner ESTE ... 4 12.87 –0.85 ... 48.54 33.17 FidNatlFin FNF 4.2 8 42.95 –0.10 .45 13.46 6.51 Graham GHM ... dd 13.46 +0.81 ...
10.35 9.73 CatchaInvtA CHAA ... ... 10.17 +0.02 ... 11.66 5.90 Coty COTY ... 88 11.05 +0.64 ... 22.04 13.49 EasterlyGovtProp DEA 6.7 66 15.83 –0.17 .265 106.65 56.53 FidNatlInfo FIS 2.7 dd 69.50 –5.93 .52 681.70 525.58 GrahamHoldings GHC 1.0 23 671.44 +14.96 1.65
266.04 160.60 Caterpillar CAT 1.9 20 247.79 +0.12 1.20 27.12 8.98 Coupang CPNG ... dd 15.77 +0.12 ... 217.46 137.47 EastGroup EGP 3.0 38 166.05 –1.22 1.25 9.08 4.00 51TalkOnlineEd COE ... dd 6.19 +0.12 ... 685.23 440.48 Grainger GWW 1.0 22 677.35 +20.86 1.72
18.00 8.40 Cato CATO 7.2 dd 9.46 +0.09 .17 24.01 9.81 Coursera COUR ... dd 13.11 –0.30 ... 123.60 69.91 EastmanChem EMN 3.6 14 87.05 +0.14 .79 3.69 1.20 FinanceofAm FOA ... dd 1.55 –0.06 ... 44.15 25.35 GraniteConstr GVA 1.2 22 43.78 +2.78 .13
88.40 2.60 Cazoo CZOO ... ... 3.25 +0.09 ... 41.69 21.72 CousinsProperties CUZ 4.9 23 26.00 –0.43 .32 7.50 2.78 EastmanKodak KODK ... dd 3.68 +0.10 ... 10.36 9.69 FinTechEvolA FTEV ... 29 10.18 +0.01 ... 11.70 5.16 GranitePointMtg GPMT15.3 dd 6.19 +0.06 .20
58.63 37.58 CedarFairRec FUN 2.7 10 44.95 +1.49 .30 121.81 82.14 Crane CR 1.6 17 120.39 +1.43 .47 176.19 122.50 Eaton ETN 1.8 29 175.24 +4.33 .81 5.92 2.68 FinVolution FINV 3.4 4 5.51 –0.10 .205 14.00 6.55 GraniteRidge GRNT 4.8 86 6.65 –0.71 .08
161.37 86.71 Celanese CE 2.4 8 118.90 –0.98 .70 8.29 5.13 Crawford A CRD.A 3.9 dd 6.08 +0.03 .06 185.50 131.04 Ecolab ECL 1.3 43 162.41 +16.39 .53 69.75 43.54 FirstAmerFin FAF 3.5 25 60.02 –0.17 .52 24.20 18.45 GraphicPkg GPK 1.7 14 23.52 +0.01 .10
14.28 8.21 Celestica CLS ... 11 13.17 –0.22 ... 7.98 5.05 Crawford B CRD.B 4.1 dd 5.83 –0.15 .06 19.81 8.59 Ecopetrol EC 14.1 3 10.33 –0.62.7966 16.40 11.94 FirstBanCorp FBP 3.9 9 14.51 +0.27 .14 37.00 10.30 GravitasEduc GEHI ... ... 13.45 –0.95 ...
7.00 4.39 CementosPacasm CPAC 9.5 10 5.20 –0.15.5276 182.11 113.21 Credicorp BAP 3.0 9 129.57 +2.473.9936 12.05 8.20 Ecovyst ECVT ... 23 10.60 –0.25 ... 16.66 12.76 FirstCmwlthFin FCF 2.9 12 16.43 +0.37 .12 24.81 8.61 GrayTelevision GTN 2.5 5 12.68 +1.15 .08
5.73 3.20 Cemex CX ... 14 5.14 –0.06 ... 9.04 2.97 CreditSuisse CS 1.3 dd 3.02 –0.12.0528 45.31 32.00 EdgewellPersonal EPC 1.4 24 44.39 +0.67 .15 24.92 16.78 FirstHorizon FHN 2.4 16 24.84 +0.11 .15 23.29 8.50 GrayTelevision A GTN.A 2.7 4 11.65 +0.17 .08
24.91 14.18 CenovusEnergy CVE 1.8 7 18.18 –1.89.0783 19.65 10.83 CrescentEnergy CRGY 5.6 6 11.18 –0.99 .17 73.32 54.45 EdisonIntl EIX 4.4 36 67.59 +0.58.7375 65.92 42.91 FirstIndRlty FR 2.4 18 53.88 +0.67 .32 12.39 7.02 GreatAjax AJX 11.9 dd 9.10 +0.26 .27
98.53 68.73 Centene CNC ... 36 73.36 +0.62 ... 10.96 5.51 CrescentPoint CPG 4.3 2 6.86 –0.55.0736 131.10 67.13 EdwardsLife EW ... 32 78.51 +1.31 ... 14.59 6.31 FirstMajestic AG .3 dd 7.16 –0.15.0061 34.22 16.80 GreenBrickPtrs GRBK ... 5 31.63 +0.19 ...
33.50 25.03 CenterPointEner CNP 2.6 12 29.21 –0.10 .19 32.96 22.88 CrestwoodEquity CEQP10.0 84 26.08 –0.53 .655 29.66 11.18 ElancoAnimal ELAN ... dd 13.13 +0.24 ... 174.54 106.86 FirstRepBank FRC .8 16 128.89 –6.56 .27 32.88 15.03 GreenDot GDOT ... 21 18.32 +0.34 ...
10.57 3.77 CenterraGold CGAU 3.4 6 6.24 –0.18 .054 30.40 12.27 CrossTimbers CRT 8.0 15 26.69 –0.86.3127 96.12 46.18 Elastic ESTC ... dd 60.40 +1.09 ... 48.85 35.32 FirstEnergy FE 3.8 58 41.03 +1.13 .39 53.46 23.80 Greenbrier GBX 3.7 51 29.36 –0.22 .27
108.64 57.03 Centerspace CSR 4.5 dd 64.73 –3.99 .73 199.97 121.71 CrownCastle CCI 4.4 36 140.68 –0.821.565 12.49 5.06 EldoradoGold EGO ... dd 8.72 –0.32 ... 12.30 3.00 FiscalNote NOTE ... dd 3.17 –0.34 ... 18.87 5.65 Greenhill GHL 3.3 dd 11.97 +0.12 .10
10.39 6.34 CentraisElBras EBR 4.2 12 6.97 –0.14.1306 130.42 66.00 CrownHoldings CCK 1.0 15 86.78 +1.89 .22 24.85 15.31 ElementSolns ESI 1.6 28 20.13 +0.25 .08 14.74 6.40 Fisker FSR ... dd 6.98 +0.26 ... 5.90 2.32 GreenTree GHG ... ... 4.00 +0.14 ...
29.75 18.59 CentralPacFin CPF 4.4 9 23.41 +0.09 .26 10.67 9.80 CrownPropA CPTK ... cc 9.91 –0.40 ... 549.52 432.03 ElevanceHealth ELV 1.2 20 495.04 +4.26 1.48 6.54 1.88 FivePoint FPH ... dd 2.23 –0.20 ... 84.34 53.45 Greif B GEF.B 3.5 9 83.56 +3.08 .74
6.93 2.81 CentralPuerto CEPU 2.0 8 6.25 +0.08.1649 54.95 36.82 CubeSmart CUBE 4.3 40 45.32 –0.35 .49 3.42 0.67 ElevateCredit ELVT ... dd 1.84 +0.01 ... 83.18 26.16 FiverrIntl FVRR ... dd 39.35 +0.27 ... 74.22 53.65 Greif A GEF 2.8 11 71.72 +1.52 .50
67.18 39.00 CenturyComm CCS 1.5 4 59.98 –3.87 .23 160.60 112.67 Cullen/Frost CFR 2.7 15 131.30 –0.40 .87 18.13 10.81 EllingtonFin EFC 13.1 dd 13.70 +0.08 .15 10.16 9.70 FlameAcqnA FLME ... 43 10.14 +0.01 ... 19.67 16.19 GreystoneHousing GHI 7.8 7 18.90 –0.05 .10
79.66 43.23 CeridianHCM CDAY ... dd 74.96 –1.69 ... 8.53 3.95 Culp CULP 8.3 dd 5.54 +0.14 .115 10.37 5.70 EllingtonResiMtg EARN12.0 dd 7.97 +0.20 .08 265.30 161.69 FleetCorTech FLT ... 17 213.58 +6.52 ... 43.74 17.56 Griffon GFF 1.0 dd 39.23 –0.36 .10
54.50 3.90 CharahSolutions CHRA ... dd 5.98 +0.08 ... 259.52 184.28 Cummins CMI 2.4 17 257.47 +10.55 1.57 10.40 9.63 ElliottOppIIA EOCW ... 32 10.16 +0.03 ... 38.24 19.75 FlexLNG FLNG 8.6 10 34.92 +2.17 .25 71.51 4.50 Grindr GRND ... dd 6.04 +0.13 ...
20.99 8.07 ChargePoint CHPT ... dd 12.22 +0.96 ... 182.55 124.37 Curtiss-Wright CW .4 26 174.35 +3.38 .19 26.12 16.14 ElmeComms ELME 3.8 dd 19.09 +0.33 .18 104.83 59.91 Floor&Decor FND ... 36 94.50 +0.39 ... 242.68 136.16 Group1Auto GPI .7 5 239.74 +14.94 .45
308.15 181.36 CharlesRiverLabs CRL ... 29 249.76 +4.32 ... 23.54 10.04 Cushman&Wkfd CWK ... 10 14.00 –0.45 ... 13.50 8.28 EmbotellAndinaA AKO.A10.0 10 12.56 –0.65.2035 1.97 0.90 FlotekIndustries FTK ... dd 1.17 ... ... 12.50 0.18 GroveCollab GROV ... dd .43 –0.02 ...
242.59 107.68 ChartIndustries GTLS ... 72 132.27 –4.70 ... 9.40 4.54 CustomTruck CTOS ... cc 7.41 +0.39 ... 16.36 9.63 EmbotellAndinaB AKO.B 8.9 12 15.64 +0.36.2238 30.16 24.15 FlowersFoods FLO 3.1 26 28.31 +0.79 .22 195.45 119.31 GpoAeroportuar PAC 3.4 ... 193.74 +6.293.3121
15.04 9.59 ChathamLodging CLDT 2.1 dd 13.35 +0.07 .07 62.40 25.13 CustomersBancorp CUBI ... 5 32.06 +0.10 ... 15.21 7.91 Embraer ERJ ... cc 12.78 +0.46 ... 37.59 23.89 Flowserve FLS 2.2 56 35.89 –0.75 .20 294.05 179.01 GpoAeroportSur ASR 2.8 18 280.88 +12.474.5984
6.75 1.41 CheetahMobile CMCM ... ... 2.93 –0.07 ... 4.55 2.42 EmeraldHldg EEX ... 39 3.79 –0.27 ... 37.73 19.80 Fluor FLR ... dd 36.65 +1.01 ... 5.75 1.96 GpoAvalAcc AVAL77.1 4 2.34 –0.08.2855
37.64 15.66 Chegg CHGG ... 9 16.36 –0.59 ... D 8.43 3.46 Emeren SOL ... 12 4.71 –0.05 ... 95.81 58.73 FomentoEconMex FMX 1.5 23 94.62 +12.18.8391 3.22 1.20 GpoSupervielle SUPV 1.1 dd 2.70 +0.10.0151
528.72 430.16 Chemed CHE .3 30 513.40 +13.41 .38 45.14 10.61 EmergentBiosol EBS ... 21 16.29 +3.28 ... 47.22 23.85 FootLocker FL 3.6 10 44.19 –0.63 .40 11.90 4.47 GrupoTelevisa TV ... 13 5.87 +0.17 ...
44.95 22.56 Chemours CC 2.9 10 35.08 +0.73 .25 42.15 26.44 DCP Midstream DCP 4.1 9 41.68 +0.02 .43 100.00 72.41 EmersonElec EMR 2.4 27 85.44 –0.41 .52 18.48 10.61 FordMotor F 4.7 dd 12.89 +0.16 .65 24.66 14.27 Guess GES 4.0 12 22.37 +0.66 .225
8.33 4.58 CherryHillMtg CHMI16.0 3 6.76 –0.23 .27 7.57 4.17 DHI Group DHX ... 53 4.71 ... ... 10.06 6.24 EmpireStateRealty ESRT 1.8 41 7.85 –0.05 .035 10.15 9.70 ForestRoadII A FRXB ... 30 10.13 –0.01 ... 97.32 52.08 Guidewire GWRE ... dd 72.94 –0.91 ...
142.81 105.79 ChesapeakeUtil CPK 1.7 25 122.83 –0.52 .535 11.49 4.98 DHT DHT 4.4 29 10.96 +0.58 .38 46.73 32.58 EmployersHldgs EIG 2.3 26 45.99 +2.87 .26 19.03 10.28 Forestar FOR ... 4 14.16 –0.27 ... 13.04 7.18 GuildHldgs GHLD ... 2 12.05 +0.90 ...
189.68 130.52 Chevron CVX 3.7 9 162.85 –9.12 1.51 10.96 4.66 DRDGOLD DRD ... 9 7.52 –0.04 ... 10.51 3.88 EmpresaDisCom EDN ... dd 9.40 +0.66 ... 47.50 1.26 ForgeGlobal FRGE ... dd 1.76 –0.03 ... 108.10 60.15 GulfportEnergy GPOR ... 7 62.11 –4.11 ...
52.88 22.22 ChewyA CHWY ... dd 44.61 –0.49 ... 140.23 100.64 DTE Energy DTE 3.3 20 115.30 +1.62.9525 47.67 35.02 Enbridge ENB 6.8 38 38.90 –1.69 .672 25.00 11.94 ForgeRock FORG ... dd 20.15 +0.36 ...
7.31 3.80 Chico'sFas CHS ... 6 5.17 +0.05 ... 61.12 45.58 DT Midstream DTM 5.0 13 51.78 –2.53 .69 64.90 42.17 EncompassHealth EHC 1.0 23 62.86 +1.51 .28 51.66 34.76 Fortis FTS 4.1 19 41.36 –0.14.4211 H
13.10 4.91 ChimeraInvt CIM 13.2 dd 6.96 +0.05 .23 13.23 0.87 D-WaveQuantum QBTS ... dd .94 –0.19 ... 140.51 61.55 Endava DAVA ... 41 82.63 –8.00 ... 69.78 52.47 Fortive FTV .4 33 69.36 +1.23 .07
11.75 3.90 ChinaGreenAg CGA ... dd 4.18 +0.05 ... 36.42 22.65 DXC Tech DXC ... 10 28.76 –0.14 ... 31.39 17.42 Endeavor EDR ... 19 21.88 +0.78 ... 4.68 2.05 FortunaSilver FSM ... 25 3.40 –0.11 ... 279.02 164.47 HCA Healthcare HCA .9 14 262.84 +6.22 .60
14.24 6.73 ChinaYuchai CYD 4.4 21 9.13 +0.01 .40 22.63 11.17 Dana DAN 2.1 dd 18.85 +0.82 .10 5.78 2.47 EndeavourSilver EXK ... dd 3.13 –0.03 ... 77.62 45.25 FortuneBrands FBIN 1.4 12 64.35 +0.92 .23 73.92 27.65 HCI Group HCI 3.1 dd 52.40 +3.07 .40
1754.56 1196.28 Chipotle CMG ... 50 1617.67 +33.78 ... 303.82 233.71 Danaher DHR .4 27 256.29 –2.55 .25 2.35 0.98 EnelChile ENIC 1.1 35 2.19 –0.06.0184 33.84 16.78 ForumEnergyTech FET ... dd 31.70 –1.37 ... 71.76 50.61 HDFC Bank HDB .7 23 69.43 +1.46.5805
150.41 104.15 ChoiceHotels CHH .8 21 122.85 +1.24.2375 107.47 51.10 Danaos DAC 5.0 2 59.65 –1.19 .75 7.66 3.86 Enerflex EFXT 1.2 dd 6.35 –0.20.0187 30.13 22.67 FourCornersProp FCPT 4.8 24 28.44 –0.16 .34 66.19 29.14 HF Sinclair DINO 3.1 5 52.30 –3.13 .40
231.37 173.78 Chubb CB 1.6 17 210.61 –4.08 .83 6.78 1.57 DanimerScientific DNMR ... dd 2.21 –0.07 ... 37.89 24.81 Energizer ENR 3.3 dd 36.29 +0.79 .30 28.40 5.70 FourSeasonsEduc FEDU ... dd 10.00 +0.02 ... 10.35 9.73 HH&L Acqn HHLA ... 43 10.21 ... ...
45.87 32.90 ChunghwaTel CHT 6.4 23 37.49 +0.391.237 77.18 32.20 DaqoNewEnergy DQ ... 2 42.10 –0.02 ... 13.67 9.15 EnergyTransfer ET 9.5 9 12.87 +0.03 .305 169.32 109.70 Franco-Nevada FNV 1.0 34 132.45 –3.55 .34 44.50 26.51 HNI HNI 4.1 11 31.22 +0.12 .32
105.28 70.16 Church&Dwight CHD 1.3 50 83.78 +0.89.2725 152.08 110.96 Darden DRI 3.2 20 146.09 –0.93 1.21 22.10 2.21 EnergyVault NRGV ... dd 3.59 –0.44 ... 16.20 10.34 FrankBSPRealty FBRT 9.8 dd 14.51 +0.47 .355 41.47 24.08 HP HPQ 3.5 10 30.16 +0.19.2625
10.06 9.72 ChurchillCapV A CCV ... 21 10.00 –0.01 ... 87.59 55.71 DarlingIngred DAR ... 15 66.55 +0.88 ... 27.83 16.09 EnerpacTool EPAC .1 73 27.02 +0.25 .04 54.70 34.00 FranklinCovey FC ... 36 49.08 +1.81 ... 37.72 24.77 HSBC HSBC 3.6 13 37.34 +0.49 .45
10.31 9.72 ChurchillVI A CCVI ... 24 10.07 +0.06 ... 124.81 65.28 DaVita DVA ... 12 83.93 +0.85 ... 19.23 11.00 Enerplus ERF 1.1 5 15.82 –1.77.0562 34.37 20.24 FranklinRscs BEN 3.8 16 31.33 +0.41 .30 6.50 1.64 HUYA HUYA ... dd 4.75 –0.39 ...
10.07 9.69 ChurchillVII A CVII ... 33 10.06 +0.03 ... 433.31 212.93 DeckersOutdoor DECK ... 22 405.38 –9.15 ... 94.32 55.60 EnerSys ENS .8 27 91.00 +0.68 .175 10.21 9.69 FreedomI A FACT ... 80 10.20 +0.02 ... 91.39 48.67 Haemonetics HAE ... 44 81.28 +0.70 ...
71.06 38.33 Ciena CIEN ... 48 47.75 –0.79 ... 448.40 283.81 Deere DE 1.1 19 433.31 +15.52 1.20 11.20 4.81 Eneti NETI .4 4 10.07 –0.53 .01 51.99 24.80 FreeportMcM FCX 1.4 18 41.74 –0.62 .075 16.23 7.23 Hagerty HGTY ... dd 9.59 –0.03 ...
340.11 218.52 Cigna CI 1.6 14 301.06 +4.55 1.23 64.47 39.00 DelekLogistics DKL 8.4 13 48.70 +1.62 1.02 17.13 7.80 Enfusion ENFN ... dd 11.12 –0.04 ... 34.96 12.79 FreseniusMed FMS 2.5 14 19.98 +0.53.7085 8.50 5.59 Haleon HLN ... ... 8.27 +0.25 ...
19.76 8.28 Cinemark CNK ... dd 11.68 –0.02 ... 35.45 16.47 DelekUS DK 3.1 6 26.14 –0.72 .21 22.65 15.01 EngageSmart ESMT ... cc 21.01 +0.08 ... 31.44 22.63 FreshDelMonte FDP 2.1 20 28.84 +0.35 .15 43.99 23.30 Halliburton HAL 1.8 21 36.50 –2.52 .16
29.80 13.26 CircorIntl CIR ... dd 26.75 –0.09 ... 59.91 32.90 DellTechC DELL ... 18 42.48 –0.24 ... 25.25 11.65 Enhabit EHAB ... 2 15.65 +0.43 ... 17.67 7.48 Frontline FRO 3.5 15 17.17 +0.97 .15 16.28 9.18 HamiltonBeach HBB 3.2 6 13.22 +0.77 .105
64.97 40.01 Citigroup C 4.0 7 51.42 +1.31 .51 46.27 27.20 DeltaAir DAL ... 19 38.36 +0.19 ... 23.48 16.55 Ennis EBF 4.6 13 21.67 +0.69 .25 9.50 1.61 fuboTV FUBO ... dd 2.36 +0.26 ... 16.38 5.57 Hanesbrands HBI 10.5 dd 5.71 +0.10 .15
53.83 32.66 CitizensFin CFG 3.9 11 43.18 +0.06 .42 33.57 15.30 Deluxe DLX 6.3 13 19.11 –0.38 .30 55.54 25.80 EnovaIntl ENVA ... 8 50.39 +0.18 ... 10.18 4.12 FullTruck YMM ... dd 7.00 –0.03 ... 51.71 21.56 HannonArmstrong HASI 4.4 75 34.20 –0.59 .375
4.52 1.93 Citizens CIA ... 5 2.86 +0.20 ... 104.05 56.59 Denbury DEN ... 8 81.95 –5.03 ... 74.08 43.88 Enovis ENOV ... cc 63.29 +0.93 ... 81.41 57.36 FullerHB FUL 1.1 22 71.84 +1.25 .19 155.55 123.36 HanoverIns THG 2.3 45 143.04 +0.22 .81
18.35 8.03 CityOfficeREIT CIO 8.7 1 9.18 –0.32 .20 19.38 8.90 DesignerBrands DBI 1.9 6 10.39 +0.52 .05 10.54 9.59 EnphysAcqnA NFYS ... 32 10.11 ... ... 10.15 9.69 FusionAcqnIIA FSNB ... 41 10.14 +0.02 ... 51.77 29.80 HarleyDavidson HOG 1.3 10 48.47 +0.72.1575
36.88 21.16 Civeo CVEO ... 19 33.25 –1.52 ... 5.28 1.13 DesktopMetal DM ... dd 1.78 +0.05 ... 127.67 76.14 EnPro NPO .9 14 119.61 +5.75 .29 10.63 5.77 FutureFuel FF 2.6 18 9.11 +0.14 .06 5.50 1.94 HarmonyGold HMY 1.0 22 3.24 –0.07.0274
84.76 44.17 CivitasRscs CIVI 3.2 5 62.90 –3.98 1.45 12.57 4.44 Despegar.com DESP ... dd 6.47 –0.23 ... 126.82 94.94 Entergy ETR 3.9 20 109.43 +3.64 1.07 16.40 3.73 Harsco HSC ... dd 8.69 +0.59 ...
17.51 7.85 Clarivate CLVT ... dd 10.71 –0.25 ... 15.54 7.25 DeutscheBank DB 1.7 7 12.72 +0.61.1559 28.65 22.75 EnterpriseProd EPD 7.4 11 26.38 +0.01 .49 G 79.44 60.17 HartfordFinl HIG 2.2 14 78.45 +1.24 .425
21.09 11.53 ClarosMtg CMTG10.0 14 14.85 –1.31 .37 79.40 48.86 DevonEnergy DVN 9.7 6 53.33 –10.21 .69 7.33 3.96 Entravision EVC 2.8 26 7.04 +0.83 .05 36.88 22.77 HavertyFurn HVT 3.1 7 36.49 +1.49 1.00
136.48 81.56 CleanHarbors CLH ... 19 134.73 +0.59 ... 212.33 160.09 Diageo DEO 2.1 23 174.45 +3.312.0977 84.58 41.72 Envestnet ENV ... dd 65.11 –1.59 ... 127.58 84.96 GATX GATX 2.0 25 110.62 –0.09 .55 36.98 24.55 HavertyFurn A HVT.A 2.8 7 36.98 +0.71 .95
4.10 0.91 ClearChannelOutdr CCO ... dd 1.85 +0.06 ... 12.84 5.17 DiamondOffshore DO ... dd 12.26 –0.24 ... 52.03 31.67 Envista NVST ... 29 38.48 –1.45 ... 12.44 5.21 GEO Group GEO ... 8 9.54 –2.74 ... 44.72 33.18 HawaiianElec HE 3.3 19 42.30 –0.11 .36
35.00 18.79 ClearSecure YOU .0 dd 29.34 +0.26 .25 11.15 7.18 Diamondrock DRH 1.4 24 8.83 –0.48 .03 91.06 43.60 Enviva EVA 8.1 dd 44.47 –1.57 .905 34.16 23.10 GFLEnvironmental GFL .2 dd 30.95 –0.89 .012 10.40 9.67 HawksAcqnA HWKZ ... dd 10.10 +0.02 ...
22.70 11.23 ClearwaterAnalytic CWAN ... dd 19.12 –0.03 ... 6.89 3.36 DianaShipping DSX 21.4 3 4.21 +0.14 .175 3.47 1.11 EnzoBiochem ENZ ... dd 1.30 +0.01 ... 61.93 36.10 GMS GMS ... 8 61.13 +1.23 ... 18.83 7.97 Hayward HAYW ... 14 13.11 +0.13 ...
46.48 25.07 ClearwaterPaper CLW ... 14 36.73 +0.01 ... 138.43 63.45 Dick's DKS 1.5 12 130.15 +0.87.4875 243.79 145.98 Equifax EFX .7 37 211.72 +5.56 .39 7.94 2.29 GOL Linhas GOL .0 dd 2.39 –0.03.0023 32.15 18.16 HealthcareRealty HR 6.9 77 20.96 +0.27 .31
38.65 27.59 ClearwayEnergyA CWEN.A 4.1 6 31.06 +0.23.3745 9.62 1.26 DieboldNixdorf DBD ... dd 2.93 +0.85 ... 42.53 28.46 Equinor EQNR 2.5 3 30.65 –2.38 .20 47.82 28.47 GSK GSK 5.6 4 35.88 +0.04.3404 35.72 21.41 HealthpeakProp PEAK 4.6 29 26.13 –0.53 .30
41.79 29.61 ClearwayEnergyC CWEN 4.3 7 32.77 +0.23.3745 4.36 1.05 DigitalMedia DMS ... dd 1.34 +0.08 ... 33.60 24.61 Equitable EQH 2.4 7 32.75 +0.95 .20 10.27 9.71 GSquaredIIA GSQB ... 36 10.27 +0.03 ... 10.86 9.78 HeartlandMediaA HMA ... 30 10.36 +0.01 ...
34.04 11.83 Cleveland-Cliffs CLF ... 8 19.82 –0.12 ... 153.50 85.76 DigitalRealty DLR 4.4 97 110.76 –0.70 1.22 9.90 5.87 EquitransMdstm ETRN 9.2 dd 6.49 –0.34 .15 84.45 32.10 GXO Logistics GXO ... 30 49.84 –2.71 ... 7.66 3.41 HeclaMining HL .3 dd 5.17 –0.55.0025
9.98 6.08 ClipperRealty CLPR 5.6 dd 6.78 –0.06 .095 30.66 10.39 DigitalBridge DBRG .3 dd 14.40 +0.47 .01 28.84 23.88 EquityCommnwlth EQC .0 99 25.97 +0.29 4.25 202.37 148.03 Gallagher AJG 1.2 36 188.60 –6.46 .55 177.55 126.95 Heico HEI .1 69 176.90 +3.70 .10
2.35 0.55 CloopenGroup RAAS ... ... .82 –0.03 ... 63.89 23.38 DigitalOcean DOCN ... dd 35.33 +7.70 ... 83.80 56.91 EquityLife ELS 2.5 47 71.88 +0.25.4475 49.85 15.41 GameStop GME ... dd 21.99 +2.72 ... 139.80 102.33 Heico A HEI.A .1 55 139.50 +3.61 .10
160.59 120.50 Clorox CLX 3.1 44 153.63 +3.12 1.18 417.86 193.00 Dillard's DDS .2 8 406.65 +15.56 .20 94.32 57.38 EquityResdntl EQR 3.8 32 65.88 +1.06 .625 6.02 1.25 Gannett GCI ... dd 2.68 +0.37 ... 6.74 0.34 Heliogen HLGN ... dd .40 +0.02 ...
132.45 37.37 Cloudflare NET ... dd 64.45 +4.35 ... 84.14 61.03 DineBrands DIN 2.5 15 81.46 +4.67 .51 2.72 1.34 EquusTotReturn EQS ... ... 1.70 –0.02 ... 4.51 0.64 GaotuTechedu GOTU ... 27 3.76 +0.73 ... 83.00 48.27 HeliosTech HLIO .5 21 68.60 +1.92 .09
3.93 1.25 CN Finance CNF ... 99 2.17 +0.04 ... 7.30 2.43 Dingdong DDL ... dd 4.52 –0.40 ... 13.90 8.89 ErmenegildoZegna ZGN .7 ... 13.34 +0.98.0947 16.14 7.79 Gap GPS 4.4 88 13.74 +0.35 .15 8.27 2.47 HelixEnergy HLX ... dd 7.62 –0.61 ...
67.20 54.02 Coca-Cola KO 2.9 27 60.12 +0.50 .46 10.42 9.95 DirectSellingA DSAQ ... 19 10.41 +0.01 ... 16.91 8.07 EroCopper ERO ... 11 16.60 +1.49 ... 121.74 76.37 Garmin GRMN 3.0 19 97.01 +1.10 .73 54.59 32.54 Helm&Payne HP 2.4 29 42.41 –3.32 .235
77.01 50.21 Coca-Cola Femsa KOF 3.6 17 71.55 +1.271.3398 125.35 87.64 DiscoverFinSvcs DFS 2.2 7 111.18 –3.82 .60 45.47 34.27 EssentGroup ESNT 2.3 6 43.50 +1.17 .25 358.25 221.39 Gartner IT ... 35 346.02 –1.60 ... 44.18 12.04 Herbalife HLF ... 6 20.43 +3.98 ...
5.40 2.54 CoeurMining CDE ... dd 3.31 –0.14 ... 153.68 84.07 Disney DIS ... 58 105.22 –2.84 ... 26.75 18.88 EssentialProp EPRT 4.2 26 25.89 +0.82 .275 16.44 9.40 GatesIndustrial GTES ... 18 14.16 +0.29 ... 171.74 83.43 HercHoldings HRI 1.7 14 149.56 –0.69.6325
88.21 52.34 Cohen&Steers CNS 3.0 21 74.20 +0.26 .55 10.15 9.70 dMYTechVI A DMYS ... cc 10.12 ... ... 52.62 38.50 EssentialUtil WTRG 2.5 26 46.15 +0.49 .287 5.63 2.20 GatosSilver GATO ... dd 4.71 +0.03 ... 19.09 11.16 HerculesCapital HTGC 8.9 51 16.24 +2.00 .08
83.81 67.84 ColgatePalm CL 2.5 35 74.52 +0.97 .47 88.06 61.55 DolbyLab DLB 1.3 45 83.51 –0.20 .27 363.36 205.24 EssexProp ESS 3.7 43 236.83 +3.06 2.20 6.25 0.20 Gelesis GLS ... dd .26 –0.07 ... 7.37 1.12 HeritageInsurance HRTG10.6 dd 2.27 +0.11 .06
10.12 9.60 ColombierAcqnA CLBR ... 45 10.07 +0.01 ... 15.78 7.20 Dole DOLE 2.8 22 11.45 +0.30 .08 307.12 186.47 EsteeLauder EL 1.0 61 252.88 +2.64 .66 27.15 11.92 GencoShipping GNK 11.1 4 18.06 –0.25 .78 12.15 7.46 HershaHospitality HT 2.3 3 8.54 –0.52 .50
10.21 9.71 Colonnade II A CLAA ... cc 10.17 +0.01 ... 262.21 183.25 DollarGeneral DG 1.0 22 227.82 –1.77 .55 31.78 19.60 EthanAllen ETD 4.3 7 29.60 +0.05 .32 329.50 86.29 Generac GNRC ... 23 126.77 +10.11 ... 242.64 193.09 Hershey HSY 1.7 30 240.69 +1.591.036
97.77 62.83 Comerica CMA 3.7 9 72.88 –2.20 .68 2.75 0.34 Doma DOMA ... dd .70 –0.04 ... 21.00 9.78 Euronav EURN .7 16 16.46 +0.58 .03 256.86 207.42 GeneralDynamics GD 2.1 19 235.26 +2.04 1.26 160.52 89.80 Hess HES 1.1 19 135.52 –11.07 .375
128.68 74.14 ComfortSystems FIX .5 20 127.63 +7.67 .15 88.78 56.96 DominionEner D 4.5 53 58.70 –0.84.6675 13.34 5.30 EveHolding EVEX ... dd 6.20 –0.06 ... 84.79 46.77 GeneralElec GE .4 dd 83.04 +1.75 .08 35.71 24.33 HessMidstream HESM 8.1 14 28.29 –0.91.5696
58.09 31.47 CommercialMetals CMC 1.1 6 57.08 +1.32 .16 448.99 299.41 Domino's DPZ 1.2 29 357.36 +3.30 1.10 10.40 9.76 EVeMobilityA EVE ... cc 10.35 +0.01 ... 88.34 61.67 GeneralMills GIS 2.8 16 76.77 +0.68 .54 17.66 11.90 HewlettPackard HPE 2.9 25 16.36 –0.08 .12
74.05 54.63 CommBkSys CBU 2.9 18 60.82 –0.48 .44 64.36 46.00 Donaldson DCI 1.4 23 64.27 +1.13 .23 15.75 5.30 Eventbrite EB ... dd 8.27 –0.31 ... 49.21 30.33 GeneralMotors GM .8 7 43.17 +1.82 .09 74.99 47.38 Hexcel HXL .7 49 72.24 +2.56 .125
12.51 1.88 CommunityHlthSys CYH ... 25 7.94 +2.75 ... 50.38 24.60 DonnelleyFin DFIN ... 14 49.57 +0.90 ... 137.42 78.67 EvercoreA EVR 2.2 11 130.74 –0.02 .72 10.63 9.66 GenAsia I A GAQ ... 44 10.28 +0.08 ... 47.01 24.51 HighwoodsProp HIW 7.0 19 28.42 –1.26 .50
44.12 30.38 CommunityHlthcr CHCT 4.3 50 40.86 –1.44.4475 130.20 41.37 DoorDash DASH ... dd 61.81 +4.09 ... 10.35 9.90 EverestConsolA MNTN ... dd 10.33 ... ... 72.34 37.54 Genesco GCO ... 7 46.85 +1.06 ... 53.54 36.16 Hillenbrand HI 1.8 17 47.60 +2.19 .22
12.04 7.36 SABESP SBS 1.3 13 10.65 +0.46.2004 23.51 12.50 DorianLPG LPG .0 7 21.69 –0.82 1.00 395.00 244.58 EverestRe RE 1.7 26 386.75 +7.27 1.65 13.44 7.61 GenesisEnergy GEL 5.5 dd 10.97 –0.45 .15 34.87 24.18 Hilltop HTH 1.8 22 34.83 +1.12 .16
4.00 2.45 EngGr-Cmg C CIG.C 7.3 10 3.20 +0.05.0386 32.43 17.22 DoubleVerify DV ... 85 27.38 –0.07 ... 24.11 13.52 Everi EVRI ... 11 19.16 +0.63 ... 13.25 5.66 GenieEnergy GNE 2.4 3 12.58 –0.34 .075 54.55 32.12 HiltonGrandVac HGV ... 16 47.06 +1.46 ...
2.62 1.82 EngGr-Cmg CIG 11.1 7 2.08 +0.04.0386 41.40 27.76 DouglasDynamics PLOW 2.9 26 39.90 +0.48 .29 94.63 70.54 EversourceEner ES 3.4 20 80.27 +0.20 .675 5.85 2.20 GeniusSports GENI ... dd 5.48 +0.55 ... 167.99 108.41 Hilton HLT .4 32 146.34 –0.83 .15
8.25 5.71 COPEL ELP 12.0 cc 6.95 +0.04.2619 8.49 3.50 DouglasElliman DOUG 4.0 12 5.05 +0.03 .05 43.11 30.17 Evertec EVTC .6 10 35.48 –0.97 .05 48.85 37.68 Genpact G 1.2 25 47.56 +0.27.1375 10.04 2.72 Hims&HersHealth HIMS ... dd 9.63 +0.02 ...
5.97 2.20 CiaSiderurgica SID 12.0 10 3.39 +0.12.2015 34.70 14.72 DouglasEmmett DEI 4.9 28 15.42 –0.73 .19 39.78 21.83 EvolentHealth EVH ... dd 33.05 +0.65 ... 187.73 115.63 GenuineParts GPC 2.0 22 180.14 +7.10 .895 56.00 11.30 Hippo HIPO ... dd 17.60 +0.74 ...
17.21 9.31 CerveceriasUnid CCU 3.1 17 15.76 +0.72.3084 162.88 114.49 Dover DOV 1.3 21 155.36 +2.11 .505 51.35 30.44 EvoquaWater AQUA ... 84 50.56 +0.77 ... 6.40 3.43 GenworthFin GNW ... 5 6.24 +0.32 ... 18.95 6.88 HireRight HRT ... 8 11.50 –0.05 ...
25.94 16.32 CompassDiversif CODI 4.6 dd 21.96 +0.08 .25 71.86 42.91 Dow DOW 4.8 9 58.13 –1.69 .70 31.13 18.31 ExcelerateEner EE .5 cc 21.49 –1.26 .025 18.52 10.26 GeoPark GPRK 3.9 4 12.95 –0.86 .127 14.68 1.88 Holley HLLY ... 4 2.30 +0.03 ...
8.83 1.84 Compass COMP ... dd 3.88 +0.18 ... 62.52 22.91 Doximity DOCS ... 58 33.78 +2.06 ... 4.93 0.80 Express EXPR ... dd 1.14 +0.01 ... 6.66 3.94 Gerdau GGB 12.1 4 5.54 +0.09.0788 20.00 15.12 HollyEnergy HEP 7.6 11 18.54 –0.14 .35
67.67 30.67 CompassMnlInt CMP 1.5 dd 40.78 +2.14 .15 58.28 47.88 DrReddy'sLab RDY .6 23 55.24 +0.33.3171 22.48 8.82 Expro XPRO ... dd 20.77 –0.18 ... 10.17 0.50 Getaround GETR ... dd .65 +0.01 ... 26.20 19.83 HomeBancShares HOMB 2.9 16 24.57 +0.43 .18
10.43 9.73 ComputeHlthA CPUH ... 33 10.26 –0.04 ... 23.09 8.17 DreamFinders DFH ... 5 11.79 –0.55 ... 222.36 139.97 ExtraSpaceSt EXR 3.8 23 158.99 –2.76 1.62 37.88 4.51 GettyImages GETY ... dd 6.42 +0.11 ... 350.60 264.51 HomeDepot HD 2.4 19 317.95 +1.41 1.90
22.11 7.17 ComstockRscs CRK 4.1 3 12.06 –0.32 .125 41.23 19.10 Dril-Quip DRQ ... dd 29.78 –2.42 ... 119.63 74.03 ExxonMobil XOM 3.3 8 111.28 –7.89 .91 36.49 24.66 GettyRealty GTY 5.0 21 34.69 –0.32 .43 31.98 21.44 HondaMotor HMC 3.0 8 25.54 +0.41.4426
41.30 30.06 ConagraBrands CAG 3.6 26 36.41 +0.04 .33 22.29 12.64 DuckhornPtf NAPA ... 31 15.62 +0.64 ... 10.42 9.92 GigCapital5 GIA ... dd 10.38 +0.01 ... 42.62 32.21 HoraceMannEdu HMN 3.4 dd 38.11 +1.95 .32
10.45 9.60 ConcordAcqnIIA CNDA ... 34 10.09 +0.03 ... 58.28 38.89 Ducommun DCO ... 23 53.60 –2.54 ... F 41.10 25.67 Gildan GIL 2.3 9 29.80 +0.85 .169 55.11 44.08 HormelFoods HRL 2.4 25 45.74 +0.79 .275
10.34 9.86 ConcordAcqnIII A CNDB ... 16 10.31 +0.01 ... 116.33 83.76 DukeEnergy DUK 4.0 30 99.49 +0.381.005 5.07 1.45 GinkgoBioworks DNA ... dd 1.74 +0.01 ... 104.14 59.25 DR Horton DHI 1.1 6 94.38 –4.21 .25
2.38 1.15 ConcordMed CCM ... dd 1.20 –0.17 ... 18.57 11.23 Dun&Bradstreet DNB 1.6 dd 12.20 –1.76 .05 10.16 9.68 FastAcqnII A FZT ... cc 10.12 +0.02 ... 59.70 44.32 GlacierBancorp GBCI 2.8 17 47.15 +0.09 .33 112.27 74.18 HoulihanLokey HLI 2.1 26 99.17 +3.15 .53
155.51 71.09 Conmed CNMD .8 dd 98.48 +0.57 .20 84.08 49.52 DuPont DD 1.9 6 75.08 –0.73 .36 35.00 9.03 F&GAnnuities FG 3.7 ... 21.69 –2.13 .20 14.25 2.08 Glatfelter GLT .0 dd 4.04 –0.13 .14 97.39 33.20 Hovnanian HOV ... 2 63.25 –2.52 ...
138.49 78.30 ConocoPhillips COP 2.0 7 104.12 –10.94 .60 66.00 20.05 DutchBros BROS ... dd 38.56 +1.22 ... 47.40 34.02 FB Financial FBK 1.5 15 38.84 +0.77 .15 64.49 33.33 Glaukos GKOS ... dd 51.60 +1.15 ... 105.51 50.90 HowardHughes HHC ... 19 88.10 +2.83 ...
102.21 78.10 ConEd ED 3.5 20 93.25 +0.89 .81 122.13 76.21 DycomInds DY ... 21 82.94 +0.65 ... 15.66 0.79 F45Training FXLV ... dd 2.79 –0.03 ... 7.60 3.49 GlobalBlue GB ... dd 7.15 ... ... 43.83 29.84 HowmetAerospace HWM .4 39 43.02 +2.50 .04
10.65 9.74 ConstellationI A CSTA ... 37 10.23 ... ... 4.49 2.08 DynagasLNG DLNG ... 2 3.15 +0.13 ... 23.93 5.55 Figs FIGS ... 55 9.36 +0.60 ... 10.01 4.26 GlblBusTravel GBTG ... dd 7.08 –0.30 ... 263.30 170.21 Hubbell HUBB 1.8 24 252.06 +9.24 1.12
261.52 207.59 ConstBrands A STZ 1.4 cc 226.80 –1.50 .80 49.55 29.41 Dynatrace DT ... cc 42.71 –0.64 ... 140.99 98.24 FMC FMC 1.8 22 128.20 –3.00 .58 30.72 20.52 GlobalIndemnity GBLI 3.4 20 29.22 +0.05 .25 546.95 245.03 HubSpot HUBS ... dd 404.65 +59.20 ...
20.85 9.82 Constellium CSTM ... 7 14.16 +0.17 ... 17.06 10.60 DynexCapital DX 11.3 4 13.79 –0.32 .13 14.71 10.48 FNB FNB 3.3 12 14.55 +0.16 .12 37.32 22.26 GlobalIndl GIC 2.5 10 28.99 +1.23 .18 8.75 3.08 HudbayMinerals HBM .3 18 5.20 +0.14.0076
8.93 3.89 ContainerStore TCS ... 5 4.96 +0.72 ... 16.94 6.42 FreyrBattery FREY ... dd 8.87 +0.25 ... 16.47 7.01 GlobalMedREIT GMRE 7.8 42 10.75 –0.12 .21 28.66 9.10 HudsonPacProp HPP 9.8 dd 10.16 –0.34 .25
21.23 6.86 Volaris VLRS ... dd 11.25 +0.15 ... E 23.44 16.70 FS KKR Cap FSK 12.4 27 19.70 +0.10 .06 16.01 9.82 GlobalNetLease GNL 11.1 cc 14.44 +0.02 .40 571.30 408.20 Humana HUM .7 23 510.14 +11.52 .885
430.67 244.22 Cooper COO .0 44 345.12 +9.98 .03 190.43 132.36 FTI Consulting FCN ... 26 164.13 +0.83 ... 39.24 20.23 GlobalPtrs GLP 7.1 4 36.02 –0.58.9375 260.02 183.59 HuntingIngalls HII 2.2 16 224.54 +3.21 1.24
18.95 3.53 Cooper-Standard CPS ... dd 15.15 –2.11 ... 10.15 9.62 EG Acqn A EGGF ... 71 10.08 +0.01 ... 140.18 74.57 Fabrinet FN ... 19 123.27 +0.48 ... 146.71 92.27 GlobalPayments GPN .9 cc 116.31 –1.57 .25 41.65 23.54 Huntsman HUN 2.8 6 30.66 –0.43.2125
96.99 55.25 Copa CPA ... 10 93.10 +1.49 ... 75.41 20.49 elfBeauty ELF ... 86 73.65 +2.33 ... 474.13 345.92 FactSet FDS .8 39 431.23 +2.92 .89 30.02 14.62 GlobalShipLease GSL 7.6 3 19.62 +0.44 .375 119.37 70.12 HyattHotels H ... 28 113.74 +4.31 ...

–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

4.73 2.06 Hyliion HYLN ... dd 3.26 +0.10 ... 217.64 141.13 MidAmApt MAA 3.3 31 168.34 –3.03 1.40 75.07 50.50 ONEOK OKE 5.7 19 67.26 –2.19 .955
42.17 20.99 HysterYaleMatls HY 4.2 dd 30.46 –0.81.3225 31.53 21.00 MillerIndustries MLR 2.5 24 28.98 +0.47 .18 15.65 6.95 ON24 ONTF ... dd 10.15 +0.54 ...
73.57 49.38 MineralsTechs MTX .3 17 63.57 +2.47 .05 35.60 13.29 OakStreetHealth OSH ... dd 35.45 +0.11 ...
I 9.27 5.40 MirionTech MIR ... dd 8.75 +1.41 ... 77.13 37.56 OccidentalPetrol OXY .9 5 60.73 –4.90 .13
16.82 7.80 MisterCarWash MCW ... 23 9.63 +0.26 ... 55.04 18.12 OccidentalPetrolWt OXY.WT ... ... 38.93 –4.84 ...
44.07 31.32 IAA IAA ... 19 41.46 –1.51 ... Subtle Strength: NYSE Composite breadth rose for the seventh time 7.14 3.38 MistrasGroup MG ... 49 5.53 +0.06 ... 21.96 7.25 OceaneeringIntl OII ... dd 19.95 –1.40 ...
23.75 16.36 ICICI Bank IBN .5 18 20.81 +0.23.1124 7.71 4.31 MitsubishiUFJ MUFG 2.5 30 7.34 ....1021 37.17 17.76 OcwenFinancial OCN ... 3 35.81 +0.26 ...
12.96 7.09 ICL Group ICL 12.3 4 7.39 –0.35.1383 in eight weeks, as the S&P 500 dipped 0.3% on concerns about infla- 12.77 6.75 MiX Telematics MIXT 2.8 32 8.19 +0.41.0574 6.37 0.38 Offerpad OPAD ... dd .76 –0.12 ...
118.92 93.53 IDACORP IDA 3.0 21 105.65 +2.43 .79 3.30 2.10 MizuhoFin MFG 2.9 9 3.21 –0.01 .062 38.44 22.14 OilDriAmerica ODC 3.0 28 37.02 –0.70 .28
39.80 21.68 IDT IDT ... 20 31.75 +0.42 ... tion and rate hikes. Winning NYSE stocks narrowly outpaced losers. 43.18 20.95 ModelN MODN ... dd 35.32 +1.40 ... 10.44 3.51 OilStatesIntl OIS ... dd 9.75 +0.91 ...
12.77 4.91 IHS Holding IHS ... dd 7.51 +0.07 ... 24.66 7.67 ModineMfg MOD ... 18 24.61 +2.03 ... 26.93 20.27 OldRepublic ORI 3.5 12 26.51 +0.16 .23
14.72 8.14 ING Groep ING 4.2 ... 14.08 +0.18.1737 Breadth DJIA 32.89 9.61 Modiv MDV 9.8 dd 11.76 –1.16.0958 67.25 41.33 Olin OLN 1.3 7 61.25 –0.54 .20
3.98 0.64 INNOVATE VATE ... dd 3.00 +0.07 ... 50.23 33.12 Moelis MC 5.3 21 45.39 +1.14 .60 17.30 5.74 Olo OLO ... dd 8.14 +0.13 ...
23.83 13.20 Invesco IVZ 4.0 13 18.71 –0.03.1875 595,000 35,100 159.00 87.02 MohawkInds MHK ... cc 113.93 –1.84 ... 33.71 24.81 OmegaHealthcare OHI 9.5 16 28.23 +0.07 .67
254.94 165.75 IQVIA IQV ... 38 219.73 –3.11 ... Breadth 588,726 374.00 249.78 MolinaHealthcare MOH ... 22 296.07 –8.24 ... 96.52 61.31 Omnicom OMC 3.0 15 93.72 +2.58 .70
7.10 3.16 IRSA IRS ... 3 6.51 +0.36 ... 60.12 46.69 MolsonCoorsB TAP 2.9 23 52.02 +0.58 .38 29.18 15.44 OnHolding ONON ... ... 21.75 +0.64 ...
95.18 63.77 ITT ITT 1.2 21 94.19 +3.20 .29 589,400 33,800 3.04 0.44 MoneyLion ML ... dd .73 –0.02 ... 32.99 20.45 OneLiberty OLP 7.6 13 23.73 +0.07 .45
3.77 0.92 IamGold IAG ... dd 2.46 –0.15 ... 57.49 28.36 MontroseEnvl MEG ... dd 53.68 +1.89 ... 23.00 4.50 OneConnectFin OCFT ... dd 7.30 +0.75 ...
10.75 9.71 IberePharmA IBER ... 28 10.17 –0.02 ...
10.44 9.92 IconicSportsA ICNC ... 16 10.44 +0.01 ... 583,800 32,500 346.22 230.16 Moody's MCO 1.0 41 301.45 –5.32 .77 52.99 28.77 OneMain OMF 9.0 6 44.51 –0.89 1.00
102.26 70.25 Moog A MOG.A 1.1 21 101.79 +1.96 .27 92.76 56.02 OntoInnovation ONTO ... 18 79.98 –0.92 ...
246.23 172.19 IDEX IEX 1.0 30 231.00 +5.08 .60 101.46 69.94 Moog B MOG.B 1.1 21 101.46 +1.73 .27 17.26 10.82 Ooma OOMA ... dd 13.81 +0.65 ...
4.26 1.10 iHuman IH ... 16 2.85 +0.15 ... 578,200 31,200 100.99 72.05 MorganStanley MS 3.1 16 99.51 +1.07 .775 49.32 28.41 Oppenheimer A OPY 1.3 18 47.90 +2.10 .15
253.37 173.52 IllinoisToolWks ITW 2.2 25 240.34 +4.82 1.31 79.28 41.91 Mosaic MOS 1.6 5 49.85 –1.45 .20 4.40 1.87 OppFi OPFI ... 3 2.30 +0.05 ...
21.25 12.13 Imax IMAX ... dd 16.88 +0.28 ... 10.36 9.75 MotiveCapII A MTVC ... cc 10.35 ... ... 91.22 60.78 Oracle ORCL 1.5 27 87.28 +0.14 .32
7.40 2.77 IndependenceContr ICD ... dd 3.58 –0.42 ... 572,600 29,900 275.16 195.18 MotorolaSol MSI 1.3 34 269.42 –2.10 .88 12.71 8.81 Orange ORAN 5.0 6 11.51 +1.13.2352
28.42 15.04 IndepRealty IRT 3.0 36 18.74 –0.35 .14 41.75 27.72 Movado MOV 4.0 8 34.63 +0.28 .35 19.20 7.95 OrchidIsland ORC 16.4 dd 11.71 +0.06 .16
54.24 36.98 IndustrsBachoco IBA 1.7 9 53.74 +1.28.4887 76.00 50.05 MuellerIndustries MLI 1.3 6 74.53 +2.18 .25 39.48 22.88 Organon OGN 4.3 7 26.02 –3.00 .28
10.35 9.77 InfiniteAcqnA NFNT ... dd 10.35 +0.04 ... 567,000 28,600 14.62 9.90 MuellerWater MWA 1.7 28 14.12 +0.36 .061 24.73 12.87 OrionEngCarbons OEC .3 14 23.97 +2.57.0207
10.65 9.91 InFinTAcqnA IFIN ... dd 10.52 +0.01 ...
23.87 14.96 Informatica INFA ... dd 18.08 –0.52 ... M A M J J A S O N D J F 6.19 0.98 MultiPlan MPLN ... 7 1.12 +0.01 ... 3.51 2.10 OrionGroup ORN ... dd 2.76 –0.10 ...
51.29 25.97 MurphyOil MUR 2.8 6 39.53 –3.50 .275 18.21 8.20 OrionOffice ONL 4.4 dd 9.12 +0.05 .10
25.21 16.39 Infosys INFY 1.8 27 19.08 –0.08.2013 In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
323.00 164.30 MurphyUSA MUSA .5 10 274.02 –0.39 .37 103.43 68.78 Orix IX 3.2 9 87.91 –1.701.5643
58.41 39.28 IngersollRand IR .1 38 57.58 +0.89 .02 added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we 101.81 60.32 OrmatTech ORA .5 78 92.45 +0.07 .12
25.55 15.82 MyersIndustries MYE 2.2 17 24.67 +1.16 .135
90.81 56.31 Ingevity NGVT ... 16 90.75 +2.94 ... plot. Dec. 31, 1985 =1000. 10.53 2.05 OscarHealth OSCR ... dd 5.60 +0.65 ...
27.06 7.67 MyovantSciences MYOV ... dd 26.97 +0.06 ...
105.24 78.81 Ingredion INGR 2.9 13 99.07 +0.24 .71 113.65 69.30 Oshkosh OSK 1.8 38 91.15 +0.84 .41
211.17 81.00 InnovativeIndProp IIPR 8.3 17 86.76 –1.51 1.80 N 10.29 9.65 OsirisAcqn OSI ... 63 9.97 +0.01 ...
7.49 1.05 Innovid CTV ... dd 1.99 –0.03 ... 11.43 3.84 OsiskoDevelopment ODV ... dd 4.26 –0.34 ...
10.20 9.74 InsightAcqnA INAQ ... 27 10.17 ... ... –52-Week– Tick Div –52-Week– Tick Div 63.19 28.42 NACCO Inds NC 2.2 4 38.60 –1.04.2075
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 14.57 9.20 OsiskoGold OR 1.3 dd 12.77 –0.01.0412
125.95 83.94 Insperity NSP 1.7 27 125.59 +7.59 .52 12.22 8.12 N-able NABL ... cc 10.13 –0.07 ... 85.54 62.49 OtisWorldwide OTIS 1.4 29 84.76 +1.54 .29
282.31 142.74 InspireMedical INSP ... dd 268.86 +5.70 ... 6.34 3.00 KinrossGold KGC 3.1 dd 3.86 –0.33 .03 117.22 71.46 LyondellBasell LYB 4.9 8 97.32 –2.15 1.19 43.80 18.06 NCR NCR ... 89 26.81 +0.35 ...
337.12 187.03 KinsaleCapital KNSL .2 49 334.31 +44.02 .14 5.00 0.76 Ouster OUST ... dd 1.36 –0.17 ...
118.26 69.44 InstalledBldg IBP 1.1 17 109.76 +2.27 .315 2.98 1.00 NGL Energy NGL ... dd 2.76 +0.68 ... 29.36 14.97 OutfrontMedia OUT 6.3 23 19.18 –0.45 .30
47.70 24.00 InsteelInds IIIN .4 5 29.73 +0.42 .03 75.08 55.03 Kirby KEX ... 36 73.07 –0.20 ... M
24.79 8.38 NIO NIO ... dd 10.19 –0.12 ... 3.95 1.75 OverseasShip OSG ... 27 3.80 +0.08 ...
31.47 15.68 Instructure INST ... dd 26.52 –1.00 ... 23.35 16.42 KiteRealty KRG 3.9 dd 22.46 +0.58 .24 10.71 5.95 NL Industries NL 3.9 6 7.15 –0.06 .07
64.35 42.50 Knight-Swift KNX .9 13 60.12 +1.02 .14 193.42 138.43 M&T Bank MTB 3.0 14 159.92 +0.90 1.20 63.30 37.27 Ovintiv OVV 2.3 3 43.54 –5.30 .25
88.58 50.05 IntegerHoldings ITGR ... 38 76.24 +5.81 ... 24.83 13.98 NOV NOV .9 55 21.67 –2.37 .05 47.24 14.10 Owens&Minor OMI ... 13 20.48 –0.58 ...
10.75 9.88 IntegratedRailA IRRX ... 36 10.43 +0.03 ... 10.88 9.84 KnightSwanA KNSW ... ... 10.33 +0.01 ... 16.68 8.91 MBIA MBI ... dd 13.15 –0.35 ...
45.80 27.04 MDC Holdings MDC 5.3 5 37.49 –0.42 .50 14.86 8.79 NOW DNOW ... 11 13.00 –1.29 ... 105.62 72.97 OwensCorning OC 2.1 8 99.93 +1.47 .52
10.44 9.89 IntegratedWellA WEL ... dd 10.41 +0.04 ... 18.85 5.37 KnotOffshore KNOP 1.6 ... 6.48 +0.33 .026 47.82 30.64 NRG Energy NRG 4.4 7 34.22 –0.64.3775
22.93 11.57 Knowles KN ... dd 17.53 +1.44 ... 32.19 24.92 MDU Rscs MDU 2.8 17 31.52 +0.73.2225 15.33 10.18 OwlRock ORCC10.0 12 13.18 –0.01 .33
137.40 88.60 ICE ICE 1.6 42 107.11 –1.60 .42 5500.00 3576.01 NVR NVR ... 10 5098.14 +19.89 ... 5.35 0.30 Owlet OWLT ... dd .34 +0.03 ...
72.10 47.06 InterContinentl IHG 1.9 29 68.28 +1.56 .439 63.74 23.38 Kohl's KSS 6.2 8 32.43 +0.45 .50 17.68 7.15 MFA Financial MFA 12.7 dd 11.00 –0.13 .35
15.76 11.38 MGIC Investment MTG 2.8 5 14.04 +0.12 .10 10.42 9.91 NaborsEnerA NETC ... cc 10.40 +0.04 ... 123.37 77.81 OxfordIndustries OXM 1.9 12 118.52 +4.46 .55
37.64 19.65 IntercorpFinSvcs IFS ... 6 23.02 +0.74 ... 34.93 11.75 Philips PHG 5.4 5 17.04 +0.27.9641 207.67 92.66 NaborsIndustries NBR ... dd 155.46 –17.56 ...
153.21 115.55 IBM IBM 4.9 77 135.02 –0.58 1.65 50.60 30.98 KontoorBrands KTB 4.2 11 45.62 –0.94 .48 45.64 26.41 MGM Resorts MGM .0 13 43.56 –0.27.0025
64.68 34.33 MI Homes MHO ... 3 57.05 –2.14 ... 50.00 36.04 NatlBankHoldings NBHC 2.4 19 42.16 +0.54 .25 PQ
140.12 83.14 IntlFlavors IFF 3.4 dd 96.50 +1.68 .81 35.90 20.11 Koppers KOP .7 10 34.69 +1.25 .06 75.97 56.47 NationalFuelGas NFG 3.3 9 58.21 –0.37 .475
30.67 15.01 IntlGameTech IGT 3.0 15 26.60 +0.19 .20 10.18 5.76 KoreaElecPwr KEP ... dd 7.14 –0.39 ... 17.50 4.45 MinisoGroup MNSO .0 37 16.21 +0.45 .152
5.01 1.41 MOGU MOGU ... ... 2.53 –0.03 ... 80.20 47.22 NationalGrid NGG 4.8 12 64.49 +1.791.0307 49.00 16.07 PBF Energy PBF .0 2 41.84 –0.43 .20
50.23 30.69 IntlPaper IP 4.8 9 38.27 –0.36.4625 69.02 46.47 KornFerry KFY 1.0 9 57.41 +1.66 .15 67.16 50.22 NatlHealthInv NHI 6.2 37 58.51 +0.50 .90 16.49 9.64 PG&E PCG ... 19 15.57 +0.03 ...
48.12 15.79 IntlSeaways INSW 1.1 16 44.71 +1.37 1.00 8.49 4.09 KosmosEnergy KOS ... 8 7.50 –0.70 ... 35.49 27.47 MPLX MPLX 8.9 9 34.91 +0.45 .775
60.19 23.50 MP Materials MP ... 23 32.69 +1.92 ... 84.45 59.99 NatlPrestoInds NPK 1.3 25 76.68 +3.24 3.50 23.89 15.42 PGT Innovations PGTI ... 13 21.53 –0.73 ...
39.52 25.14 Interpublic IPG 3.3 16 37.36 +0.23 .31 62.78 41.82 Kroger KR 2.4 14 44.00 –0.80 .26 48.76 38.05 NatlRetailProp NNN 4.7 25 46.91 +0.09 .55 4.98 2.17 PHX Minerals PHX 3.0 6 3.00 –0.19.0225
121.72 27.23 IntrepidPotash IPI ... 1 31.68 –1.19 ... 19.78 8.48 KronosWorldwide KRO 6.8 8 11.13 –0.04 .19 13.90 7.03 MRC Global MRC ... 19 11.50 –1.77 ...
146.33 108.75 MSA Safety MSA 1.3 31 140.20 +3.57 .46 67.44 34.90 NatlStorage NSA 5.2 45 41.91 +0.54 .55 83.17 54.48 PJT Partners PJT 1.2 23 81.54 +4.80 .25
32.93 20.82 InvenTrust IVT 3.4 32 24.36 +0.48.2052 4.25 0.33 KukeMusic KUKE ... dd .73 +0.14 ... 12.34 3.61 Natura&Co NTCO .7 dd 5.87 +0.31.0492 39.00 20.20 PLDT PHI 4.8 8 24.67 –0.03.8451
24.60 9.60 InvescoMtg IVR 19.0 dd 13.67 –0.09 .65 17.21 7.93 Kyndryl KD ... dd 16.46 +0.15 ... 572.50 376.41 MSCI MSCI 1.0 51 544.83 –4.50 1.38
90.04 71.33 MSC Industrial MSM 3.6 14 86.68 +0.54 .79 15.00 9.11 NaturalGasSvcs NGS ... dd 10.83 –0.31 ... 205.74 143.52 PNC Fin PNC 3.8 11 158.59 –0.75 1.50
11.40 1.67 Invitae NVTA ... dd 2.18 +0.10 ... 24.25 8.00 NaturalGrocers NGVC 3.8 14 10.42 +0.15 .10 49.60 43.43 PNM Resources PNM 3.0 26 49.23 –0.01.3675
44.36 28.52 InvitatHomes INVH 3.2 68 32.63 –0.04 .26 L 10.56 9.70 M3-Brigade II A MBAC ... 16 10.13 ... ...
10.32 9.85 M3-BrigadeIII A MBSC ... dd 10.30 +0.02 ... 57.30 34.83 NaturalResPtrs NRP 5.4 4 56.00 +2.00 .75 64.69 36.53 POSCO PKX 3.8 8 64.04 +4.65 .971
16.57 3.04 IonQ IONQ ... dd 4.88 +0.07 ... 14.00 4.40 Natuzzi NTZ ... 9 6.05 –0.74 ... 150.54 107.06 PPG Ind PPG 1.9 30 129.91 +3.68 .62
58.61 41.67 IronMountain IRM 4.7 31 52.60 –0.65.6185 139.89 89.28 LCI Inds LCII 3.6 8 116.89 +5.71 1.05 16.41 9.24 MV Oil MVO 16.3 7 13.62 –0.43 .41
8.53 4.08 LG Display LPL 3.3 dd 5.95 +0.20 .231 15.95 8.29 Mytheresa MYTE ... dd 9.59 –0.11 ... 7.80 4.71 NatWest NWG 4.2 8 7.01 –0.46.3958 31.74 23.47 PPL PPL 3.1 30 28.81 +0.15 .225
7.12 0.20 IronNet IRNT ... dd .44 –0.04 ... 5.18 1.23 Nautilus NLS ... dd 1.94 +0.20 ... 37.07 12.11 ProgHoldings PRG ... 13 23.42 +1.18 ...
16.69 5.15 LL Flooring LL ... 13 5.67 –0.13 ... 16.67 7.40 Macerich MAC 5.3 dd 12.73 –0.42 .17
19.77 6.44 iStar STAR 5.8 dd 8.62 –0.18.0973 15.21 9.50 NavigatorHldgs NVGS ... dd 13.34 –0.01 ... 10.28 9.80 ProofAcqnIA PACI ... dd 10.28 +0.02 ...
27.45 11.36 LSB Inds LXU ... 5 12.67 +0.50 ... 28.21 15.10 Macy's M 2.8 5 22.27 +0.17.1575
3.94 2.50 ItauCorpBanca ITCB 3.2 5 3.43 +0.21 .165 4.78 1.53 NaviosMaritime NM ... dd 2.25 –0.14 ... 35.12 18.09 PROS PRO ... dd 27.62 +0.32 ...
45.49 32.23 LTC Properties LTC 6.0 15 38.00 +0.70 .19 84.57 38.98 MSG Entertainment MSGE ... dd 61.46 +3.66 ...
6.07 3.90 ItauUnibanco ITUB ... 9 5.15 +0.23 ... 99.49 72.94 Nelnet NNI 1.1 7 94.73 –0.19 .26 13.78 9.49 P10 PX 1.0 54 11.50 +0.13 .03
279.71 189.73 L3HarrisTech LHX 2.1 37 214.02 –1.64 1.12 191.85 136.61 MSG Sports MSGS .0 86 190.43 +3.55 7.00
16.11 8.81 LXP Industrial LXP 4.5 29 11.18 –0.17 .125 55.13 44.79 MagellanMid MMP 7.9 11 53.31 +0.171.0475 5.61 1.59 NerdyA NRDY ... 26 2.82 –0.11 ... 101.46 43.49 PVH PVH .2 13 82.64 +2.44.0375
J 168.50 110.56 PackagingCpAm PKG 3.5 13 141.01 +1.09 1.25
31.19 21.92 La-Z-Boy LZB 2.5 7 28.84 +1.04.1815 78.84 45.58 MagnaIntl MGA 3.3 28 56.60 +2.46 .46 23.72 17.07 Netstreit NTST 4.1 cc 19.65 –0.20 .20
281.22 200.32 LabCorp.ofAmerica LH 1.1 19 256.26 +10.37 .72 20.64 8.45 Magnachip MX ... dd 9.74 –0.34 ... 78.90 34.70 Nevro NVRO ... dd 35.98 –0.50 ... 38.75 19.51 PagerDuty PD ... dd 30.49 +1.53 ...
10.75 9.82 JattAcqnA JATT ... 49 10.45 +0.07 ...
12.70 8.67 LadderCapital LADR 7.9 10 11.58 +0.26 .23 30.31 18.01 MagnoliaOil MGY 2.0 5 21.23 –2.20 .115 53.53 38.07 NewJerseyRscs NJR 3.0 18 51.70 +0.37 .39 22.28 7.51 PagSeguroDig PAGS ... 11 9.21 +0.12 ...
30.10 17.39 JBG SMITH Prop JBGS 4.8 48 18.73 –0.93 .225
100.97 49.71 LambWeston LW 1.1 31 100.48 +1.21 .28 10.19 9.74 MagnumOpusA OPA ... 26 10.18 +0.02 ... 46.63 8.40 NewOrientalEduc EDU ... dd 41.78 +1.98 ... 14.86 5.92 PalantirTech PLTR ... dd 9.20 +1.69 ...
24.47 8.38 JELD-WEN JELD ... 22 12.87 –0.02 ...
3.72 1.54 Lannett LCI ... dd 2.48 –0.27 ... 45.67 31.66 MainStreetCap MAIN 6.7 13 40.28 +1.17 .225 80.88 41.66 NewRelic NEWR ... dd 75.49 +0.03 ... 36.87 18.71 PampaEnergia PAM ... 5 33.10 +0.20 ...
30.36 12.47 J.Jill JILL ... 9 28.93 +1.07 ...
22.81 4.19 Lanvin LANV ... 23 7.55 +1.08 ... 27.34 10.41 ManchesterUnited MANU .7 dd 26.33 +2.79 .09 11.75 8.17 NY CmntyBcp NYCB 7.2 7 9.39 –0.14 .17 28.60 11.66 ParPacific PARR ... 6 26.73 –1.51 ...
154.14 101.28 JPMorganChase JPM 2.8 12 142.24 +1.20 1.00
84.92 48.80 Jabil JBL .4 12 83.84 +1.19 .08 60.34 28.88 LasVegasSands LVS ... dd 56.02 –0.79 ... 18.16 7.53 Manitowoc MTW ... 30 14.36 +0.72 ... 47.67 27.59 NYTimes A NYT 1.1 39 40.40 +0.92 .11 47.03 20.37 ParTechnology PAR ... dd 36.71 +0.23 ...
10.72 9.76 JacksonAcqnA RJAC ... 14 10.22 +0.01 ... 43.44 30.21 Lazard LAZ 5.3 11 37.68 –0.14 .50 111.70 64.00 Manpower MAN 3.1 13 88.20 –0.46 1.36 370.59 280.28 NewMarket NEU 2.4 12 344.13 –2.10 2.10 21.49 12.35 Paragon28 FNA ... dd 17.98 +1.32 ...
49.38 23.56 JacksonFinl JXN 4.5 1 49.15 +3.60 .55 173.98 114.67 Lear LEA 2.1 26 143.74 +6.48 .77 21.86 14.92 ManulifeFinl MFC 4.8 7 20.10 +0.55.2703 86.37 37.45 Newmont NEM 4.8 36 45.42 –2.56 .55 11.54 5.48 ParamountGroup PGRE 5.4 dd 5.74 –0.23.0775
150.32 106.78 JacobsSolns J .9 24 121.89 +0.19 .26 10.26 9.75 LearnCWInvtA LCW ... 18 10.26 +0.05 ... 33.42 19.42 MarathonOil MRO 1.4 5 25.86 –1.89 .10 4.91 2.38 NewparkResources NR ... dd 4.27 –0.36 ... 16.54 10.08 ParkAerospace PKE 3.1 41 16.13 +0.98 .125
34.86 17.25 JamesHardie JHX 1.0 21 22.44 +0.10 .30 41.94 30.28 Leggett&Platt LEG 5.1 15 34.62 +0.74 .44 136.46 72.75 MarathonPetrol MPC 2.4 4 122.50 –4.29 .75 10.54 4.27 NexaResources NEXA 5.0 18 6.56 –0.07.1888 20.58 10.92 ParkHotels PK 2.0 48 13.75 –0.52 .13
36.27 19.09 JanusHenderson JHG 5.4 14 29.07 +1.26 .39 111.12 87.24 Leidos LDOS 1.4 20 101.24 +0.42 .36 58.33 31.11 Marcus&Millichap MMI 1.4 9 35.88 +0.01 .25 6.56 3.39 NexGenEnergy NXE ... dd 4.62 –0.07 ... 361.34 230.44 ParkerHannifin PH 1.5 37 355.48 +6.60 1.33
12.24 7.95 JanusIntl JBI ... 19 10.88 –0.13 ... 10.70 1.18 LejuHoldings LEJU ... dd 1.34 –0.06 ... 19.01 13.41 Marcus MCS .0 dd 15.86 +0.50 .05 25.98 14.16 NexPointRealEst NREF10.7 12 18.62 –0.60 .50 50.15 29.91 Parsons PSN ... 53 44.86 –0.58 ...
10.44 9.74 JawsMustangA JWSM ... 39 10.07 –0.02 ... 32.97 12.82 Lemonade LMND ... dd 16.68 +0.50 ... 14.45 2.60 MariaDB MRDB ... 11 2.80 –0.49 ... 95.04 38.67 NexPointResidentl NXRT 3.5 60 48.61 –2.77 .42 402.78 255.82 PaycomSoftware PAYC ... 63 303.89 –13.20 ...
40.68 24.72 JefferiesFin JEF 3.1 13 39.03 +0.23 .30 19.10 8.24 LendingClub LC ... 4 9.92 +0.06 ... 14.55 7.75 MarineProducts MPX 4.1 12 13.72 +0.46 .14 6.74 1.82 Nextdoor KIND ... dd 2.24 +0.09 ... 24.77 6.75 Paymentus PAY ... cc 8.51 –0.24 ...
2.22 0.93 JianpuTech JT ... ... 1.95 –0.02 ... 109.28 62.54 Lennar A LEN 1.5 6 99.09 –2.81 .375 48.67 27.40 MarineMax HZO ... 4 33.55 +2.80 ... 91.35 67.22 NextEraEnergy NEE 2.2 36 76.07 +1.33 .425 45.00 11.29 Paysafe PSFE ... dd 21.22 –0.23 ...
76.92 35.41 JinkoSolar JKS ... cc 50.75 –2.05 ... 91.00 52.67 Lennar B LEN.B 1.8 5 83.89 –1.84 .375 1519.25 1064.09 Markel MKL ... dd 1326.57 –31.68 ... 12.50 6.66 NexTierOilfield NEX ... 8 9.54 +0.16 ... 33.29 14.34 PeabodyEnergy BTU ... 4 28.26 +1.87 ...
7.15 3.15 JobyAviation JOBY ... dd 4.45 +0.25 ... 279.31 182.85 LennoxIntl LII 1.6 19 269.37 +9.69 1.06 4.75 0.78 Markforged MKFG ... dd 1.37 +0.16 ... 98.20 69.46 NicoletBankshares NIC ... 12 75.72 +1.91 ... 12.03 8.05 Pearson PSO 2.3 23 11.01 +0.35.8062
133.87 81.59 JohnBeanTech JBT .4 29 112.39 +4.50 .10 10.60 9.75 LeoHldgsII A LHC ... 48 10.37 +0.05 ... 170.19 110.08 MarriottVacations VAC 1.8 19 157.71 +0.07 .72 143.94 82.22 Nike NKE 1.1 35 124.84 +2.61 .34 26.14 12.54 PebblebrookHotel PEB .3 dd 15.04 –0.72 .01
186.69 155.72 J&J JNJ 2.8 24 160.39 –1.76 1.13 22.93 13.57 LeviStrauss LEVI 2.6 13 17.80 –0.30 .12 183.14 143.33 Marsh&McLen MMC 1.4 28 166.44 –5.61 .59 17.10 1.04 NineEnergy NINE ... dd 9.66 –1.40 ... 24.67 14.40 PediatrixMedical MD ... 17 16.71 +1.76 ...
69.60 45.52 JohnsonControls JCI 2.2 35 64.71 +0.12 .35 9.48 4.48 Li-Cycle LICY ... dd 5.83 +0.09 ... 406.85 284.99 MartinMarietta MLM .7 27 371.68 +20.44 .66 32.59 23.78 NiSource NI 3.7 18 27.14 +0.26 .25 10.77 9.82 PegasusDigA PGSS ... 32 10.36 +0.01 ...
250.87 135.35 JonesLang JLL ... 10 175.81 –2.09 ... 20.05 10.71 LibertyEnergy LBRT 1.3 7 15.06 –0.39 .05 58.27 42.33 Masco MAS 2.1 15 55.03 –0.03 .285 31.42 11.78 NoahHoldings NOAH ... 8 20.12 +0.02 ... 42.74 29.64 PembinaPipeline PBA 5.7 9 33.96 –0.96.1608
12.53 2.92 JumiaTech JMIA ... dd 3.60 –0.12 ... 151.76 94.02 LifeStorage LSI 3.9 31 123.11 ... 1.20 102.01 65.71 MasoniteIntl DOOR ... 12 86.36 –3.75 ... 45.05 22.64 Noble NE ... 21 41.78 –0.92 ... 8.02 5.33 PennantPark PNNT12.9 dd 5.74 –0.02 .185
10.47 9.80 JuniperII A JUN ... 27 10.32 +0.02 ... 20.35 8.75 LifeTime LTH ... dd 18.14 –0.37 ... 100.44 62.36 MasTec MTZ ... 67 96.43 +1.79 ... 5.71 4.08 Nokia NOK 1.2 14 4.77 +0.11.0218 73.79 38.53 PennyMacFin PFSI 1.2 8 64.43 –1.14 .20
38.14 25.18 JuniperNetworks JNPR 2.8 22 31.56 +0.43 .22 1.70 0.73 LightInTheBox LITB ... cc 1.20 +0.05 ... 15.00 7.17 MasterBrand MBC ... ... 9.92 +0.10 ... 25.97 12.50 NomadFoods NOMD ... 12 17.77 –0.15 ... 17.24 10.78 PennyMacMtg PMT 11.4 dd 14.09 –0.36 .40
6.05 0.29 Lightng eMotors ZEV ... 1 .71 +0.04 ... 390.00 276.87 Mastercard MA .6 35 361.13 –5.70 .57 4.72 3.00 Nomura NMR 3.1 14 4.04 –0.08.0324 155.36 88.58 PenskeAuto PAG 1.4 8 154.67 +14.59 .61
K 34.14 12.71 Lightspeed LSPD ... dd 16.37 –0.29 ... 73.78 41.17 MatadorRscs MTDR 1.0 6 58.99 –5.84 .15 3.94 1.52 NordicAmTankers NAT 3.0 dd 3.68 +0.35 .05 60.85 38.55 Pentair PNR 1.5 20 56.83 +1.62 .22
384.44 234.00 EliLilly LLY 1.4 48 328.40 –16.72 1.13 114.59 64.89 Materion MTRN .4 27 111.94 +26.09 .125 29.59 15.53 Nordstrom JWN 3.5 11 21.79 +0.14 .19 269.19 114.87 Penumbra PEN ... dd 264.69 +0.11 ...
22.10 11.15 KAR Auction KAR ... dd 14.55 +0.29 ... 71.03 28.61 LincolnNational LNC 5.3 dd 33.82 +0.01 .45 31.63 18.29 Mativ MATV 6.0 16 26.74 +0.48 .40 291.55 203.65 NorfolkSouthern NSC 2.2 16 228.15 –14.46 1.35 21.03 4.90 Perfect PERF ... 7 7.75 +0.35 ...
53.42 30.14 KB Financial KB 6.1 4 38.86 –5.27.3829 347.60 262.47 Linde LIN 1.5 39 321.52 –10.52 1.17 125.34 58.06 Matson MATX 1.8 2 70.07 +1.75 .31 17.05 9.20 NorthAmConstr NOA 1.4 10 16.34 +1.06.0745 63.13 38.23 PerformanceFood PFGC ... 35 59.81 +1.07 ...
40.92 24.78 KB Home KBH 1.7 4 35.66 –1.70 .15 183.08 116.77 Lindsay LNN .9 23 157.31 +1.09 .34 12.36 8.27 MauiLand MLP ... 32 9.24 +0.03 ... 20.72 11.25 NoEuroOil NRT 20.8 7 12.43 –0.57 1.00 10.20 9.69 PeridotAcqnIIA PDOT ... 37 10.19 +0.01 ...
58.00 41.96 KBR KBR 1.0 46 55.53 +3.26 .135 9.21 1.83 LionElectric LEV ... 10 2.46 +0.17 ... 51.93 17.51 MaxarTech MAXR .1 cc 51.50 –0.05 .01 10.13 9.67 NorthernGenIII NGC ... 38 10.13 +0.02 ... 13.20 6.58 PerimeterSolns PRM ... dd 8.79 –0.02 ...
21.44 7.31 KE Holdings BEKE ... dd 18.60 –0.61 ... 16.75 5.46 LionsGate A LGF.A ... dd 10.64 +0.30 ... 85.25 54.46 Maximus MMS 1.3 27 84.00 +0.05 .28 39.10 21.45 NorthernOil&Gas NOG 4.3 4 31.94 –2.17 .34 184.75 113.46 PerkinElmer PKI .2 32 133.44 –2.29 .07
62.29 41.77 KKR KKR 1.1 dd 57.18 –0.81 .155 15.47 5.19 LionsGate B LGF.B ... dd 9.97 +0.28 ... 16.60 5.95 MayvilleEngg MEC ... cc 16.23 +0.90 ... 10.55 9.66 NorthernStrIII A NSTC ... 30 10.14 +0.03 ... 25.99 9.87 PermianBasin PBT 4.8 27 24.03 –0.98.0376
21.75 13.55 KKR RealEstFin KREF 11.3 67 15.19 +0.15 .43 349.61 180.00 LithiaMotors LAD .6 6 269.62 –4.63 .42 107.02 68.01 McCormickVtg MKC.V 2.1 30 75.40 +2.23 .39 10.38 9.70 NorthernStrIV A NSTD ... 29 10.14 +0.03 ... 11.43 5.08 PermianRscs PR 2.1 5 9.75 –0.77 .05
6.32 1.23 KoreGroup KORE ... dd 2.02 +0.28 ... 40.39 17.58 LithiumAmericas LAC ... dd 23.55 –1.00 ... 107.35 71.19 McCormick MKC 2.1 30 75.75 +1.25 .39 556.27 384.84 NorthropGrum NOC 1.5 15 470.63 +6.77 1.73 5.79 2.25 PermianvilleRT PVL 16.0 9 2.97 –0.02 .056
15.30 11.56 KT KT 5.0 5 12.75 –0.57.7482 126.79 65.05 LiveNationEnt LYV ... cc 76.39 –0.02 ... 281.67 217.68 McDonald's MCD 2.3 32 269.99 +7.57 1.52 57.63 42.37 NorthwestNat NWN 4.0 19 49.07 +0.53 .485 10.88 6.38 PermRock PRT 13.9 8 7.27 –0.27.0706
219.97 154.19 Kadant KAI .5 21 218.55 +16.67 .26 65.17 27.50 LiveOakBcshs LOB .3 9 35.04 +0.70 .03 9.78 2.81 McEwenMining MUX ... dd 5.91 –0.14 ... 23.43 10.31 NorwegCruise NCLH ... dd 17.63 +1.39 ... 43.90 30.78 Perrigo PRGO 2.9 dd 36.41 +1.19 .26
8.68 0.51 Kaleyra KLR ... dd 1.05 –0.13 ... 10.39 9.55 LiveOakCrestA LOCC ... dd 10.06 +0.05 ... 401.78 260.73 McKesson MCK .6 17 366.86 –1.21 .54 7.40 3.38 NouveauMonde NMG ... dd 5.41 –0.22 ... 16.32 8.88 PetroleoBrasil PBR 54.9 2 11.55 +0.02.1706
46.50 18.88 Kaman KAMN 3.2 39 25.24 +0.76 .20 10.36 9.64 LiveOakCrestview LOCC.UT ... ... 10.08 +0.06 ... 17.26 7.59 MediaAlpha MAX ... dd 14.72 +0.51 ... 94.26 74.09 Novartis NVS 2.6 28 87.05 +0.573.4694 15.04 7.86 PetroleoBrasilA PBR.A61.8 2 10.25 –0.02.1706
77.17 59.54 Kellogg K 3.5 24 68.38 +0.69 .59 10.15 9.68 LiveOakMobilityA LOKM ... 30 10.12 ... ... 21.63 9.90 MedicalProp MPW 9.0 6 12.96 +0.87 .29 144.78 94.75 NovoNordisk NVO .9 41 141.63 +2.091.1887 56.32 41.45 Pfizer PFE 3.8 8 43.21 –0.67 .41
68.15 40.65 Kemper KMPR 1.9 dd 65.52 +0.93 .31 36.38 18.26 Livent LTHM ... 18 24.14 –0.31 ... 197.19 96.00 Medifast MED 5.7 9 115.31 +8.29 1.64 11.83 3.26 NuHoldings NU ... dd 4.99 +0.25 ... 112.48 82.85 PhilipMorris PM 5.0 18 101.82 –0.54 1.27
33.99 20.21 Kennametal KMT 2.8 19 28.95 +0.54 .20 44.00 15.37 LiveRamp RAMP ... dd 25.14 +0.43 ... 114.31 75.77 Medtronic MDT 3.2 26 84.80 +1.11 .68 54.87 29.96 NuSkinEnts NUS 3.5 21 43.75 +1.21 .39 113.53 73.85 Phillips66 PSX 4.2 5 99.54 –7.84 1.05
25.30 13.97 KennedyWilson KW 5.4 32 17.78 –0.27 .24 12.27 4.20 LiveWire LVWR ... 11 7.52 –0.09 ... 9.63 3.08 MemberCollect MCG ... dd 6.02 –0.11 ... 187.90 100.13 Nucor NUE 1.2 6 168.07 +3.96 .51 5.88 2.10 PhoenixNewMedia FENG ... dd 2.52 +0.04 ...
72.90 29.94 KenonHoldings KEN ... 1 30.26 –0.41 ... 2.83 1.70 LloydsBanking LYG 4.2 ... 2.43 –0.13.0385 115.49 72.88 Merck MRK 2.7 19 109.52 +0.95 .73 15.85 8.87 NuScalePower SMR ... dd 10.54 –0.16 ... 40.00 13.19 Phreesia PHR ... dd 36.77 –1.12 ...
10.90 9.98 KensingtonCapAcqnV KCGI.UT ... ... 10.35 +0.06 ... 4.71 1.25 loanDepot LDI 14.1 dd 2.27 –0.03 .08 56.21 27.89 MercuryGeneral MCY 3.5 dd 36.54 –0.64.3175 17.75 12.80 NuSTAREnergy NS 10.0 16 15.96 –1.23 .40 18.83 13.42 PhysiciansRealty DOC 5.9 30 15.68 +0.14 .23
10.32 9.85 KensingtonCapV A KCGI ... 19 10.29 –0.03 ... 9.66 0.85 LocalBounti LOCL ... dd .89 +0.03 ... 20.32 12.49 MeridianLink MLNK ... cc 16.98 +0.37 ... 117.25 68.82 Nutrien NTR 2.8 5 74.71 –5.35 .53 17.66 8.72 PiedmontOfficeA PDM 8.4 8 10.04 –0.36 .21
26.00 15.26 KeyCorp KEY 4.3 10 19.15 –0.29 .205 498.95 373.67 LockheedMartin LMT 2.5 22 475.63 –5.20 3.00 117.22 62.51 MeritageHomes MTH ... 4 109.03 –3.61 ... 6.02 1.59 NuvationBio NUVB ... dd 2.15 +0.06 ... 80.60 59.03 PinnacleWest PNW 4.6 16 75.10 +1.01 .865
189.45 127.93 KeysightTech KEYS ... 30 185.78 +5.03 ... 68.20 49.36 Loews L .4 15 61.51 –0.66.0625 28.00 7.15 MesaRoyalty MTR 11.1 12 18.23 +1.12.1581 46.43 29.19 nVentElectric NVT 1.5 19 46.28 +1.71 .175 29.17 16.14 Pinterest PINS ... dd 24.43 –0.41 ...
79.06 37.15 KilroyRealty KRC 5.6 19 38.31 –1.45 .54 7.95 4.45 LomaNegra LOMA 3.8 15 6.76 –0.04.6907 29.95 16.56 MesabiTrust MSB 7.8 12 24.05 +1.77 .84 288.46 200.09 PioneerNatRscs PXD 12.5 7 208.96 –22.43 4.61
10.76 9.94 KimbellTigerA TGR ... dd 10.41 ... ... 78.09 48.20 LouisianaPacific LPX 1.4 5 64.80 –0.87 .22 3.88 0.70 MetaData AIU ... dd 1.06 +0.01 ... O 162.20 102.60 PiperSandler PIPR 1.5 24 156.44 +0.34 1.25
144.53 108.74 KimberlyClark KMB 3.7 22 127.23 –1.70 1.18 238.37 170.12 Lowe's LOW 2.0 21 212.75 +3.97 1.05 10.20 9.57 MetalsAcqn MTAL ... cc 10.13 +0.01 ... 5.72 2.30 PitneyBowes PBI 4.7 20 4.27 +0.02 .05
26.57 17.71 KimcoRealty KIM 4.3 cc 21.15 –0.52 .23 7.05 1.26 LufaxHolding LU 19.1 3 2.46 –0.09 .17 51.38 33.91 MethodeElec MEI 1.1 19 49.67 +1.12 .14 29.91 24.39 OFGBancorp OFG 3.0 9 29.70 +0.52 .22 94.67 54.15 PlanetFitness PLNT ... 92 77.55 –3.74 ...
20.20 15.78 KinderMorgan KMI 6.3 16 17.73 –0.63.2775 12.54 3.74 LumenTech LUMN .0 dd 3.93 –0.03 .25 77.36 57.41 MetLife MET 2.8 25 72.54 +1.14 .50 42.91 33.28 OGE Energy OGE 4.3 8 38.41 –0.07.4141 7.52 3.70 PlanetLabs PL ... dd 4.70 +0.12 ...
44.99 28.81 Kinetik KNTK10.4 dd 28.93 –0.80 .75 3.25 1.84 LumentFinance LFT 11.0 11 2.18 –0.06 .06 107.35 53.67 MetropolitanBk MCB ... 11 58.99 +1.27 ... 23.52 11.51 O-I Glass OI ... 6 22.01 +0.26 ... 8.56 4.21 PlayAGS AGS ... dd 6.49 +0.05 ...
9.87 5.05 KingswayFin KFS ... 7 9.12 –0.14 ... 20.13 12.71 Luxfer LXFR 3.1 19 16.89 +0.11 .13 1609.25 1065.55 Mettler-Toledo MTD ... 39 1513.93 +0.62 ... 92.26 68.86 ONE Gas OGS 3.2 21 81.79 +0.30 .65 28.49 15.59 PlymouthIndREIT PLYM 4.0 dd 22.04 +0.32 .22

127.26 91.86 Polaris PII 2.2 12 119.30 +4.10 .65 9.90 3.23 SignaSports SSU ... dd 4.80 +0.30 ... 94.74 58.62 StateStreet STT 2.7 13 92.00 –0.58 .63 10.09 2.48 Traeger COOK ... dd 3.90 –0.04 ... 60.07 26.14 Victoria'sSecret VSCO ... 8 41.53 +0.81 ...
10.41 9.74 PontemA PNTM ... 37 10.25 +0.03 ... 17.22 10.42 SITE Centers SITC 3.8 19 13.76 –0.07 .13 47.62 37.51 SteelPartners SPLP ... 7 43.50 +0.50 ... 10.18 9.62 TrajectoryAlphaA TCOA ... dd 10.17 +0.01 ... 9.50 5.88 VinceHolding VNCE ... dd 7.15 –0.32 ...
57.03 41.58 PortlandGenElec POR 3.6 19 49.62 +1.93.4525 83.88 55.74 SJW Group SJW 2.0 40 77.70 +0.48 .38 12.75 6.20 Steelcase SCS 5.1 53 7.87 +0.47 .10 188.23 120.64 TraneTech TT 1.6 25 184.18 +1.04 .75 16.18 5.75 Vipshop VIPS ... 11 13.76 –0.56 ...
98.84 61.67 PostHoldings POST ... 7 91.98 +0.25 ... 28.10 18.32 SK Telecom SKM 7.5 10 19.50 –1.12.7123 19.86 11.37 Stellantis STLA ... 3 17.29 +0.89 ... 11.85 7.55 Transalta TAC 1.8 36 9.12 –0.02.0406 11.25 3.25 VirginGalactic SPCE ... dd 6.37 +1.39 ...
10.10 9.64 PostHldgsA PSPC ... 46 10.06 +0.01 ... 83.96 32.15 SLGreenRealty SLG 8.7 dd 37.51 –1.42.2708 18.02 5.72 Stem STEM ... dd 8.30 –0.89 ... 47.76 37.01 TrancntlRlty TCI ... 1 45.37 –0.94 ... 2.20 0.99 VirnetX VHC ... dd 1.71 +0.22 ...
18.78 14.14 PostalRealty PSTL 6.2 cc 15.21 –0.35.2375 54.97 29.27 SM Energy SM 1.0 3 30.27 –3.06 .15 116.72 91.64 Stepan SCL 1.4 17 106.84 –2.05 .365 768.63 499.63 TransDigm TDG .0 50 743.97 +13.5018.50 234.30 174.60 Visa V .8 32 223.56 –3.64 .45
26.05 10.60 PowerSchool PWSC ... dd 23.68 +0.98 ... 48.74 2.54 SOS SOS ... dd 5.82 +0.13 ... 255.93 159.21 Steris STE 1.0 dd 189.66 –3.21 .47 7.69 2.32 Transocean RIG ... dd 7.01 –0.34 ... 24.48 16.73 Vishay VSH 1.9 7 21.39 +0.62 .10
87.36 47.86 PrecisionDrilling PDS ... dd 59.39 –5.52 ... 78.30 41.66 SPX Tech SPXC ... 75 73.56 +0.28 ... 22.33 13.36 Stevanato STVN .3 37 21.21 +1.18.0546 12.78 4.58 TransportadGas TGS ... 7 11.28 +0.01 ... 44.44 27.03 VishayPrecision VPG ... 16 42.36 –0.92 ...
67.45 48.51 PrestigeCnsHlth PBH ... 15 61.47 +1.87 ... 5.94 0.65 SQZ Biotech SQZ ... dd .80 –0.03 ... 69.57 35.96 StewartInfo STC 3.9 8 45.68 –0.76 .45 105.00 50.32 TransUnion TRU .6 51 69.28 +0.24 .105 18.94 5.91 VistaEnergy VIST ... 11 17.47 +0.53 ...
10.69 9.84 PrimeImpactI A PIAI ... 39 10.37 ... ... 42.49 26.56 STAG Indl STAG 4.1 36 35.46 +0.56.1225 76.46 49.31 StifelFinancial SF 2.1 13 67.54 +1.16 .36 60.80 33.57 Travel+Leisure TNL 3.8 10 42.12 +0.66 .40 41.20 22.97 VistaOutdoor VSTO ... 4 28.03 +1.59 ...
171.69 110.22 Primerica PRI 1.5 24 170.66 +2.66 .65 10.34 9.79 ST Ener I A STET ... 18 10.33 +0.04 ... 50.81 28.35 STMicroelec STM .4 11 49.14 +1.07 .06 194.51 149.65 Travelers TRV 2.0 16 185.75 –1.00 .93 27.39 20.26 Vistra VST 3.4 dd 22.96 –0.08 .193
16.47 12.15 PrimoWater PRMW 1.7 dd 16.33 +0.43 .07 91.10 48.15 SabineRoyalty SBR 11.3 10 76.71 –7.98.6373 25.87 15.37 Stoneridge SRI ... dd 23.89 +0.81 ... 13.15 9.43 Tredegar TG 4.3 8 12.11 +0.46 .13 120.86 45.70 VitalEnergy VTLE ... 1 49.23 –5.93 ...
27.55 16.90 ProAssurance PRA 1.0 60 19.71 +0.36 .05 5.12 2.35 SafeBulkers SB 6.2 2 3.25 –0.02 .05 47.35 30.66 Stride LRN ... 19 43.89 +2.29 ... 51.55 29.47 TreeHouseFoods THS ... dd 48.81 +0.48 ... 19.25 13.90 VitesseEnergy VTS .0 ... 17.23 –0.08 .50
68.56 40.00 ProcoreTech PCOR ... dd 64.76 +6.89 ... 62.99 23.65 Safehold SAFE 2.2 15 32.11 –0.56 .177 284.00 188.84 Stryker SYK 1.1 43 263.16 –1.18 .75 92.93 38.68 Trex TREX ... 31 53.79 –2.06 ... 11.99 3.26 VivintSmartHome VVNT ... dd 11.89 –0.06 ...
164.90 122.18 Procter&Gamble PG 2.6 25 140.01 +1.75.9133 222.16 126.34 Salesforce CRM ... cc 165.17 –1.86 ... 8.80 1.52 StudioCity MSC ... dd 6.68 –0.68 ... 23.41 14.59 TriPointe TPH ... 5 22.29 –0.05 ... 132.15 91.53 VMware VMW ... 35 116.15 –0.19 ...
143.67 100.81 Progressive PGR .3 cc 141.52 +2.79 .10 18.77 10.95 SallyBeauty SBH ... 11 17.12 +0.82 ... 74.88 49.50 SturmRuger RGR 4.2 9 57.45 +1.79 5.00 17.23 7.19 TriconRes TCN 2.7 3 8.75 –0.05 .058 5.36 0.30 Volta VLTA ... dd .85 ... ...
174.54 98.03 Prologis PLD 2.5 29 125.32 –2.77 .79 19.45 8.42 Samsara IOT ... dd 15.84 +0.68 ... 17.75 14.25 SuburbanPropane SPH 8.4 6 15.48 –0.28 .325 10.41 9.83 TrineIIAcqnA TRAQ ... 23 10.36 +0.02 ... 28.45 16.55 Vontier VNT .4 11 26.12 +2.98 .025
9.99 4.03 PropertyGuru PGRU ... dd 4.73 +0.13 ... 15.43 6.12 SanJuanBasin SJT 16.6 7 10.10 +0.33.1123 9.04 5.39 SumitomoMits SMFG 3.0 10 8.87 +0.10.1407 103.36 60.61 TriNet TNET ... 16 91.05 +13.24 ... 47.26 20.03 VornadoRealty VNO 6.8 dd 22.11 –1.02 .375
16.93 7.25 ProPetro PUMP ... dd 9.36 –0.51 ... 29.28 10.97 SandRidgeEnergy SD ... 3 14.61 –1.32 ... 10.58 6.58 SummitHotelProp INN .0 dd 7.92 –0.15 .04 35.35 20.94 TrinityIndustries TRN 3.7 65 28.38 +1.03 .26 78.11 56.20 VoyaFinancial VOYA 1.0 13 76.99 +2.91 .20
78.76 64.69 ProsperityBcshs PB 2.9 13 75.02 –1.01 .55 9.18 4.51 SandstormGold SAND 1.2 12 5.11 –0.19.0144 35.17 21.62 SummitMaterials SUM ... 13 30.55 –1.49 ... 56.81 17.54 Trinseo TSE 4.9 dd 26.35 –0.10 .32 197.76 137.54 VulcanMatls VMC .9 43 185.65 +1.52 .43
57.70 22.04 ProtoLabs PRLB ... dd 33.54 –0.89 ... 28.44 20.16 SaratogaInvt SAR 8.2 24 27.77 +0.60 .68 24.88 11.52 SummitMidstream SMLP ... dd 16.75 +0.47 ... 16.60 10.36 TripleFlagPrecMtl TFPM 1.4 41 14.02 –0.02 .05
25.61 19.18 ProvidentFinSvcs PFS 4.0 10 23.94 +0.05 .24 28.37 14.70 Sasol SSL 4.2 4 16.35 –0.40.8578 193.67 117.63 SunComms SUI 2.2 77 158.05 –0.04 .88 17.98 10.27 TriplePtVent TPVG12.2 68 12.17 +0.40 .10 W
122.54 85.46 PrudentialFin PRU 4.9 dd 101.53 –1.50 1.25 56.22 36.21 SaulCenters BFS 5.7 25 41.65 –0.38 .59 56.90 37.96 SunLifeFinancial SLF 4.2 13 51.15 +0.44.5362 10.49 9.75 TristarAcqnI TRIS ... 20 10.26 +0.04 ...
34.37 18.20 Prudential PUK ... 21 31.55 +0.58 ... 59.45 30.65 Schlumberger SLB 1.9 22 53.34 –3.02 .25 9.84 5.72 SunCokeEnergy SXC 3.3 8 9.78 +0.31 .08 73.00 48.64 TritonIntl TRTN 4.1 6 68.10 –3.64 .70 9.16 3.57 W&T Offshore WTI ... 3 5.54 –0.64 ...
75.61 52.51 PublicServiceEnt PEG 3.5 46 62.23 +1.58 .57 30.93 20.26 SchneiderNatl SNDR 1.2 11 28.85 +0.06 .09 42.72 26.43 SuncorEnergy SU 4.6 7 33.10 –1.17.3895 27.85 7.84 TriumphGroup TGI ... 9 12.82 +0.48 ... 108.39 80.82 WEC Energy WEC 3.4 21 92.87 –0.40 .78
421.76 270.13 PublicStorage PSA 4.0 12 299.01 –0.90 3.00 93.16 59.35 SchwabC SCHW 1.2 23 80.32 –0.14 .25 15.40 2.16 SunlandsTech STG .0 2 11.45 –2.29 .63 22.57 11.09 Tronox TROX 3.2 5 15.71 –0.54 .125 204.06 125.00 WEX WEX ... 43 192.19 –9.08 ...
60.89 35.03 PulteGroup PHM 1.2 5 54.30 –1.68 .16 117.94 78.10 ScienceApplicat SAIC 1.4 23 108.58 +1.57 .37 5.70 0.96 SunlightFinl SUNL ... dd 1.55 +0.09 ... 30.32 15.77 TrueBlue TBI ... 10 19.09 +0.72 ... 89.16 67.07 WNS WNS ... 31 85.77 –1.47 ...
64.20 15.37 ScorpioTankers STNG 1.3 6 62.16 +4.57 .20 31.47 12.47 SunnovaEnergy NOVA ... dd 18.03 +1.02 ... 63.23 40.01 TruistFinl TFC 4.3 11 48.49 +0.11 .52 89.63 67.77 W.P.Carey WPC 5.1 28 83.93 –0.821.065
36.71 21.90 PureStorage PSTG ... cc 30.48 –0.07 ...
142.81 39.06 ScottsMiracleGro SMG 3.1 dd 85.96 +9.26 .66 48.59 34.26 Sunoco SUN 7.1 10 46.47 –0.34.8255 21.63 7.30 TsakosEnergy TNP 1.4 dd 20.86 +1.35 .15 81.20 39.67 WPP WPP 3.3 16 60.97 +1.29.9052
10.48 9.89 PyrophyteAcqn PHYT ... 24 10.44 +0.02 ...
10.48 7.15 ScullyRoyalty SRL 10.5 98 8.75 +0.23 .16 12.72 9.20 SunstoneHotel SHO .0 11 10.21 –0.31 .05 21.10 3.72 Tupperware TUP ... 5 4.32 +0.51 ... 30.10 12.23 WabashNational WNC 1.1 12 28.20 +0.71 .08
66.66 20.93 Q2Holdings QTWO ... dd 33.29 –0.96 ...
10.37 9.81 SculptorAcqnIA SCUA ... 13 10.37 +0.01 ... 11.09 2.57 SuperGroup SGHC ... dd 3.94 –0.05 ... 5.44 2.33 TurkcellIletism TKC 2.6 9 4.61 +0.18.0826 107.11 78.26 Wabtec WAB .6 30 105.49 +2.18 .17
51.18 40.38 Qiagen QGEN ... 26 47.79 –1.42 ...
14.41 7.90 SculptorCapMgmt SCU 3.8 dd 8.72 +0.04 .01 6.06 2.88 SuperiorIndsIntl SUP ... dd 5.85 +0.03 ... 35.76 18.81 TurningPoint TPB 1.1 11 21.80 –0.91 .06 139.86 75.33 Walker&Dunlop WD 2.6 12 92.52 –1.37 .60
7.55 2.12 QuadGraphics QUAD ... dd 4.26 –0.06 ...
150.98 40.67 Sea SE ... dd 65.01 +1.01 ... 11.12 9.70 Supernova III A STRE ... 37 10.17 +0.01 ... 11.87 5.40 TutorPerini TPC ... dd 8.97 +0.51 ... 14.43 3.14 Wallbox WBX ... ... 5.86 +0.54 ...
216.45 129.06 QuakerHoughton KWR .9 47 203.59 +4.29 .435
22.22 10.03 SeabridgeGold SA ... cc 11.28 –0.69 ... 12.83 7.71 Suzano SUZ 4.8 4 9.12 +0.23 .116 5.89 0.77 Tuya TUYA ... dd 2.54 –0.09 ... 160.77 117.27 Walmart WMT 1.5 45 146.44 +2.72 .56
27.04 18.00 QuanexBldg NX 1.2 10 26.44 +0.18 .08
45.48 22.00 SeaDrill SDRL ... 1 41.50 –1.79 ... 40.10 7.81 Sweetgreen SG ... dd 9.32 –0.18 ... 176.96 41.00 Twilio TWLO ... dd 70.67 +10.60 ... 10.20 9.73 WarburgPincusI-A WPCA ... 34 10.18 +0.01 ...
158.54 97.00 QuantaServices PWR .2 53 154.90 +3.56 .08
70.72 41.24 SealedAir SEE 1.6 15 50.26 +0.96 .20 57.38 28.37 Sylvamo SLVM 2.1 18 46.83 +2.51 .25 10.20 9.70 TwinRidgeCapA TRCA ... 42 10.18 +0.02 ... 10.43 9.72 WarburgPincusI-B A WPCB ... 38 10.18 +0.01 ...
10.19 9.83 QuantumFin QFTA ... 37 10.15 –0.01 ...
76.57 40.01 SeaWorldEnt SEAS ... 15 65.65 –0.07 ... 44.42 27.22 SynchronyFin SYF 2.6 6 35.77 –0.65 .23 10.23 9.69 twoA TWOA ... dd 10.16 ... ... 36.57 10.86 WarbyParker WRBY ... dd 13.64 –0.69 ...
22.21 5.11 QuantumScape QS ... dd 10.31 +2.10 ...
10.43 6.02 SelectEnergySvcs WTTR 2.4 16 8.20 –0.63 .05 53.07 34.15 SynovusFin SNV 3.1 9 43.22 –0.07 .34 22.66 12.12 TwoHarbors TWO 14.0 11 17.16 +0.22 .60 42.95 26.11 WarriorMetCoal HCC .7 3 41.66 +3.30 .88
2.18 0.63 Qudian QD ... dd 1.34 +0.02 ... 148.20 113.50 WasteConnections WCN .7 42 136.11 +0.79 .255
158.34 120.40 QuestDiag DGX 1.9 19 148.22 +3.42 .71 30.63 18.86 SelectMedical SEM 1.7 22 30.14 +1.29 .125 91.53 70.61 Sysco SYY 2.5 28 78.71 +1.13 .49 453.03 281.11 TylerTech TYL ... 89 343.60 +21.06 ...
3.25 0.51 SelectQuote SLQT ... dd 2.06 +0.09 ... 37.10 3.45 System1 SST ... dd 4.41 –0.50 ... 99.54 59.38 TysonFoods TSN 3.1 9 61.37 +0.98 .48 175.98 138.58 WasteMgt WM 1.8 29 154.92 +0.85 .70
7.21 1.68 QuotientTech QUOT ... dd 3.94 +0.07 ... 3.36 0.90 Waterdrop WDH ... 20 3.07 +0.17 ...
176.47 131.01 Sempra SRE 2.9 22 158.49 +1.361.145
R 17.04 7.16 Semrush SEMR ... dd 9.04 ... ... T U 369.00 265.61 Waters WAT ... 28 328.73 –5.05 ...
20.98 11.85 SendasDistrib ASAI .8 21 18.46 +0.61.0358 343.85 220.68 Watsco WSO 3.0 21 323.94 +29.51 2.45
264.94 152.90 RBC Bearings RBC ... 59 237.25 +0.75 ... 59.01 36.64 SensataTechs ST .8 26 52.17 +0.65 .11 10.45 1.60 TAL Education TAL ... dd 7.18 +0.77 ... 22.22 13.80 UBS Group UBS 1.3 10 21.94 +0.36 .55 320.43 232.59 Watsco B WSO.B 3.1 21 320.43 +24.94 2.45
10.60 9.88 RCF Acqn A RCFA ... 16 10.38 +0.02 ... 89.34 63.17 SensientTech SXT 2.1 23 77.49 +3.39 .41 59.38 38.35 TC Energy TRP 6.3 72 42.21 +0.70.6969 60.01 37.18 UDR UDR 3.4 cc 44.75 +0.66 .38 181.40 116.31 WattsWater WTS .7 24 179.36 +3.42 .30
32.24 23.39 RELX RELX 2.1 29 30.05 +1.14.1802 44.74 12.69 SentinelOne S ... dd 15.94 +0.69 ... 15.56 6.52 TDCX TDCX ... 25 13.52 +0.16 ... 44.54 31.19 UGI UGI 3.7 45 39.15 –0.22 .36 10.16 9.61 WaverleyCap1 A WAVC ... cc 10.14 +0.02 ...
31.11 17.03 RE/MAX RMAX 4.7 81 19.74 –2.85 .23 4.17 2.28 SequansComms SQNS ... ... 2.73 –0.19 ... 115.14 78.86 TD Synnex SNX 1.4 15 101.13 –0.75 .35 70.57 44.79 U-Haul UHAL .0 2 64.71 –0.18 .05 143.40 28.11 Wayfair W ... dd 51.79 –0.37 ...
16.38 9.50 REV REVG 1.6 48 12.51 +0.25 .05 14.52 4.90 SeritageGrowth SRG ... dd 12.28 +0.23 ... 145.34 104.76 TE Connectivity TEL 1.7 19 131.85 +2.06 .56 68.29 51.12 U-Haul N UHAL.B .3 ... 57.37 –1.21 .04 10.50 2.91 WeaveComms WEAV ... dd 5.13 –0.31 ...
412.72 207.37 RH RH ... 16 315.88 +9.65 ... 75.11 56.85 ServiceCorp SCI 1.5 20 71.43 +0.20 .27 23.04 18.71 Tegna TGNA 1.9 8 20.22 +0.29 .095 25.46 15.14 UMH Prop UMH 4.6 dd 17.66 –0.51 .205 12.25 4.82 Weber WEBR .0 dd 8.12 –0.11 .04
140.69 96.22 RLI RLI .8 11 133.94 +3.09 .26 601.62 337.00 ServiceNow NOW ... cc 439.01 –19.35 ... 27.50 18.85 Telus TU 5.1 23 20.60 +0.17.2579 61.10 44.67 Unitil UTL 2.9 22 55.86 +4.14 .405 60.58 40.72 WebsterFin WBS 2.9 15 54.97 +0.29 .40
15.45 9.84 RLJ Lodging RLJ 1.8 dd 11.33 –0.63 .05 97.25 63.54 ServisFirst SFBS 1.5 16 74.10 +1.39 .28 31.52 17.65 TelusIntl TIXT ... 32 21.79 –0.01 ... 21.64 14.90 USA Compression USAC10.2 dd 20.53 –0.36 .525 95.57 58.71 WeisMarkets WMK 1.6 19 83.54 –0.60 .34
3.70 0.90 RLX Tech RLX ... 9 2.18 +0.11 ... 50.36 26.01 Ternium TX 6.6 2 40.89 +2.94 .90 90.29 48.61 UsanaHealth USNA ... 17 62.28 +1.15 ... 56.72 36.54 WellsFargo WFC 2.5 15 47.49 –0.02 .30
75.76 37.72 ShakeShack SHAK ... dd 55.00 –0.49 ...
12.91 5.70 RPC RES 1.2 9 9.03 –0.58 .04 128.93 71.63 TFI Intl TFII 1.1 14 125.93 +1.03 .35 32.65 19.22 US Cellular USM ... 27 26.15 +4.68 ... 99.43 56.50 Welltower WELL 3.2 cc 77.40 +2.12 .61
3.82 0.50 Shapeways SHPW ... dd .62 –0.06 ...
106.50 74.56 RPM RPM 1.9 21 88.07 +0.95 .42 15.61 10.20 TIM TIMB 3.7 18 11.80 +1.06.1794 39.75 25.49 US Foods USFD ... 41 39.61 +3.16 ... 172.91 99.00 WescoIntl WCC ... 11 168.71 +19.93 ...
31.60 23.64 ShawComm B SJR 3.1 26 29.14 –0.51.0735
14.37 7.28 RPTRealty RPT 5.2 13 10.80 +0.38 .14 83.13 53.69 TJX TJX 1.5 28 79.83 –0.42 .295 131.50 73.30 US PhysTherapy USPH 1.6 34 101.68 +3.42 .41 102.96 68.75 WestFraserTimber WFG 1.5 4 77.86 –7.39 .30
62.75 44.90 Shell SHEL 3.4 5 60.66 –1.10 .575
10.57 9.72 TLGAcqnOneA TLGA ... 44 10.27 +0.02 ... 21.54 9.47 US Silica SLCA ... 34 11.50 –0.47 ... 424.00 206.19 WestPharmSvcs WST .2 41 313.72 +42.58 .19
25.50 14.75 RXO RXO ... 26 21.10 +0.14 ... 285.00 195.24 SherwinWilliams SHW 1.1 30 227.98 –2.51 .605
24.84 17.84 RadianGroup RDN 4.0 5 22.50 +0.53 .225 9.96 9.70 TPGPaceBenII YTPG ... dd 9.92 +0.01 ... 5.44 1.44 US Xpress USX ... dd 1.54 +0.03 ... 94.63 54.86 WestAllianceBcp WAL 1.9 8 74.54 –0.28 .36
69.36 29.39 Shift4Paymts FOUR ... cc 57.84 –5.55 ...
3.41 1.60 Rafael RFL ... dd 2.35 +0.15 ... 12.33 6.31 TPG RE Fin TRTX 11.9 dd 8.05 –0.13 .24 4.95 2.84 UWM UWMC 9.2 8 4.37 +0.22 .10 19.50 7.00 WstAstMtgCap WMC15.6 dd 10.28 +0.08 .40
36.64 22.98 ShinhanFin SHG 5.4 4 29.89 –2.711.0794
23.47 21.28 TXO Energy TXO ... 16 22.66 –0.27 ... 37.58 19.90 Uber UBER ... dd 34.77 +0.47 ... 29.50 21.95 WesternMidstrm WES 7.2 10 27.85 –0.41 .50
135.99 82.23 RalphLauren RL 2.4 16 122.77 +4.56 .75 78.00 23.63 Shopify SHOP ... dd 43.61 –4.69 ...
10.32 9.71 TailwindIntlA TWNI ... 46 10.04 –0.12 ... 350.63 218.15 Ubiquiti UI .8 49 282.71 +3.38 .60 20.02 12.27 WesternUnion WU 6.8 6 13.83 –0.22 .235
37.44 19.73 RangeResources RRC 1.4 5 23.40 –2.11 .08 10.29 9.82 ShoulderUpTechA SUAC ... cc 10.27 ... ...
120.69 59.43 TaiwanSemi TSM 1.6 14 90.10 –5.27.3597 38.77 10.40 UiPath PATH ... dd 15.54 +0.54 ... 141.19 81.29 Westlake WLK 1.2 6 122.51 –0.25 .357
11.99 8.40 RangerEnergySvcs RNGR ... 9 11.02 –0.69 ... 98.74 44.61 Shutterstock SSTK 1.4 37 76.08 –3.59 .27
16.30 12.28 TakedaPharm TAK 3.7 24 15.63 –0.42.3012 3.21 2.13 UltraparPart UGP 4.2 8 2.61 +0.11.0613 54.78 30.08 WestRock WRK 3.4 10 32.55 –0.51 .275
26.55 2.90 Ranpak PACK ... dd 7.36 +0.32 ... 20.64 8.00 Sibanye-Stillwater SBSW 7.0 5 9.32 –0.46.3246
25.49 11.87 TalosEnergy TALO ... 3 17.57 –1.94 ... 18.18 6.38 UnderArmour A UAA ... 15 10.51 –0.08 ... 16.80 9.55 Westwood WHG 5.1 dd 11.78 +0.31 .15
126.00 84.86 RaymondJames RJF 1.5 16 112.17 +0.85 .42 84.80 48.31 SignetJewelers SIG 1.0 13 76.34 +0.22 .20
20.27 13.26 Tanger SKT 4.8 25 18.43 –0.06 .22 16.52 5.74 UnderArmour C UA ... 13 9.31 –0.02 ... 8.08 1.02 WeWork WE ... dd 1.55 –0.06 ...
9.84 2.44 RayonierAdvMatls RYAM ... dd 6.99 +0.33 ... 29.88 10.70 SignifyHealth SGFY ... dd 28.72 –0.08 ...
47.48 26.39 Tapestry TPR 2.7 13 44.11 –0.33 .30 20.14 6.33 Unifi UFI ... dd 10.25 +1.22 ... 42.86 27.37 Weyerhaeuser WY 2.4 13 32.20 –1.44 .19
45.87 29.51 Rayonier RYN 3.3 48 34.59 –0.88 .285 55.41 38.59 SilganHoldings SLGN 1.2 18 53.74 –0.01 .16
81.50 55.56 TargaResources TRGP 1.9 72 73.94 –2.81 .35 205.59 154.72 Unifirst UNF .6 37 201.01 +3.23 .31 51.91 28.62 WheatonPrecMet WPM 1.4 24 42.28 –0.82 .15
108.84 80.27 RaytheonTech RTX 2.2 29 101.51 +0.90 .55 49.91 22.73 SilverBowRscs SBOW ... 2 23.77 –1.65 ...
254.87 137.16 Target TGT 2.5 24 173.22 +3.20 1.08 52.44 42.44 Unilever UL 3.6 16 51.20 +1.26.4569 3.90 0.98 WheelsUp UP ... dd 1.13 –0.01 ...
15.92 9.69 ReadyCapital RC 12.1 6 13.24 +0.26 .40 162.65 10.81 SilvergateCapital SI ... dd 18.06 +3.06 ...
51.08 27.50 TaroPharm TARO ... 25 30.60 +0.07 ... 278.94 183.70 UnionPacific UNP 2.6 18 201.59 –3.91 1.30 210.99 124.43 Whirlpool WHR 4.8 dd 145.00 +3.48 1.75
75.40 55.50 RealtyIncome O 4.5 62 66.12 –0.73.2545 14.83 4.37 Similarweb SMWB ... dd 6.90 +0.17 ...
37.65 20.05 TaylorMorrison TMHC ... 4 35.84 –0.01 ... 23.10 3.93 Unisys UIS ... dd 5.39 –0.05 ... 1560.21 1017.58 WhiteMtnIns WTM .1 dd 1551.67 +50.16 1.00
8.78 1.67 Redwire RDW ... ... 3.95 +1.36 ... 144.11 86.02 SimonProperty SPG 5.8 18 123.66 –0.69 1.80
30.70 5.06 Team TISI ... dd 7.61 –0.53 ... 9.72 5.36 UnitedMicro UMC ... 7 8.10 –0.17 ... 13.66 8.15 WhitestoneREIT WSR 4.7 28 10.14 –0.11 .04
11.04 5.52 RedwoodTrust RWT 11.5 dd 7.97 +0.09 .23 121.36 75.25 SimpsonMfg SSD .9 14 111.11 +1.37 .26
14.33 5.48 TechnipFMC FTI ... dd 14.01 –0.08 ... 49.56 32.90 UnitedNatFoods UNFI ... 11 42.99 +1.61 ... 22.94 8.57 WideOpenWest WOW ... 4 11.99 +0.66 ...
164.15 108.28 RegalRexnord RRX .9 22 159.71 +4.71 .35 8.31 4.07 SiriusPoint SPNT ... dd 7.23 +0.03 ... 223.97 154.87 UPS B UPS 3.5 14 183.21 –2.01 1.62
54.26 26.52 RegionalMgmt RM 3.6 6 33.63 +0.79 .30 184.19 97.36 SiteOneLandscape SITE ... 28 152.24 +5.37 ... 46.10 24.72 TeckResourcesB TECK .8 7 44.12 +2.99.0953 56.34 36.57 Wiley A WLY 3.1 26 45.28 –1.02.3475
36.48 16.05 Tecnoglass TGLS .8 14 35.33 +1.60 .075 470.88 230.54 UnitedRentals URI 1.3 15 461.25 +12.60 1.48 37.97 28.30 Williams WMB 5.7 19 31.26 –0.56.4475
24.37 18.01 RegionsFin RF 3.4 10 23.86 +0.19 .20 33.65 21.16 SitioRoyalties STR 11.6 11 24.61 –2.19 .72 58.31 38.39 US Bancorp USB 4.0 13 48.60 –0.10 .48
2.34 0.50 Regis RGS ... dd 1.48 +0.06 ... 46.59 16.83 SixFlags SIX ... 25 28.39 +0.64 ... 5.36 2.54 Teekay TK ... 25 5.22 +0.07 ... 176.89 101.58 Williams-Sonoma WSM 2.4 8 130.59 +6.60 .78
38.99 10.99 TeekayTankers TNK ... 31 37.60 +1.70 ... 39.25 16.41 US Steel X .7 3 28.02 +0.07 .05 70.53 43.05 Winnebago WGO 1.7 6 65.31 +0.72 .27
153.35 97.61 ReinsGrp RGA 2.1 16 149.06 –2.52 .80 49.56 31.28 SkechersUSA SKX ... 19 44.72 +0.94 ... 558.10 445.74 UnitedHealth UNH 1.3 24 499.08 +4.83 1.65
248.77 160.29 RelianceSteel RS 1.6 8 247.90 +19.85 1.00 13.39 4.10 SkeenaRscs SKE ... dd 5.37 –0.20 ... 20.65 14.31 TejonRanch TRC ... 31 20.00 +0.45 ... 8.07 4.38 Wipro WIT 1.4 18 4.85 –0.05.1225
79.90 21.60 TeladocHealth TDOC ... dd 30.07 +0.77 ... 109.99 21.22 UnitySoftware U ... dd 39.67 +3.94 ... 6.41 4.60 WisdomTree WT 1.9 28 6.29 +0.27 .03
223.80 124.18 RenaissanceRe RNR .7 dd 212.89 –3.84 .38 7.08 1.03 Skillsoft SKIL ... dd 1.61 –0.13 ... 35.61 21.49 Univar UNVR ... 9 34.69 +1.12 ...
33.91 1.29 Renren RENN .0 dd 1.66 –0.2631.5585 4.14 0.45 Skillz SKLZ ... dd .74 –0.01 ... 6.85 3.72 TelecomArgentina TEO 22.0 dd 5.64 –0.18.3139 125.48 58.07 Wolfspeed WOLF ... dd 77.63 –1.35 ...
493.97 325.00 TeledyneTech TDY ... 27 438.95 +0.59 ... 64.13 43.64 Universal UVV 5.9 14 53.30 –0.15 .79 26.42 9.60 WolverineWwide WWW 2.5 8 15.80 +1.26 .10
34.88 25.35 RentokilInit RTO 1.2 32 30.58 +0.49.2664 75.00 43.04 SkylineChamp SKY ... 10 71.55 +4.71 ... 60.70 40.92 UniversalHealth UHT 5.1 7 56.12 +1.06 .715
149.17 113.57 RepublicSvcs RSG 1.5 28 131.96 +4.60 .495 8.23 2.03 SmartRent SMRT ... dd 2.90 +0.30 ... 356.72 182.65 Teleflex TFX .5 28 247.47 +1.99 .34 26.93 19.11 WoodsideEnergy WDS 9.0 7 23.36 –1.92 1.09
11.78 6.49 TelefonicaBras VIV 6.7 17 7.94 +0.50.0296 158.28 82.50 UniversalHealthB UHS .5 16 150.75 +3.71 .20 39.71 22.18 WooriFin WF 6.2 3 28.94 –1.121.7502
27.07 14.95 ResideoTech REZI ... 10 19.86 +1.07 ... 58.68 25.09 Smartsheet SMAR ... dd 43.33 +1.51 ... 13.63 8.39 UnivInsurance UVE 5.0 dd 12.76 +0.46 .16
262.38 189.40 ResMed RMD .8 39 216.14 +3.01 .44 71.87 46.58 SmithAO AOS 1.8 46 67.24 +1.13 .30 5.39 3.10 Telefonica TEF 2.8 cc 4.09 +0.28.1553 124.76 59.43 Workiva WK ... dd 88.24 –1.44 ...
33.21 23.03 TelekmIndonesia TLK 3.1 16 24.86 –0.311.0389 11.45 5.27 UnvlTechInst UTI ... 51 7.68 +0.26 ... 30.39 19.29 WorldFuelSvcs INT 1.9 17 30.02 +0.38 .14
21.98 11.17 ResoluteForest RFP ... 4 21.65 –0.04 ... 36.14 21.78 Smith&Nephew SNN 2.6 24 27.86 –0.06 .288 46.64 26.12 UnumGroup UNM 3.1 7 42.81 +0.35 .33
163.07 119.82 Smucker SJM 2.7 28 149.94 +1.01 1.02 21.00 9.65 Telephone&Data TDS 5.3 dd 13.70 +2.19 .185 93.63 54.66 WW Ent WWE .5 39 87.98 +0.14 .12
68.89 46.68 RestaurantBrands QSR 3.2 21 67.52 –0.10 .55 24.29 1.59 UpHealth UPH ... dd 2.36 –0.04 ...
41.32 7.33 Snap SNAP ... dd 10.36 –0.29 ... 44.28 20.03 TempurSealy TPX 1.0 17 42.70 +1.78 .11 62.83 38.01 WorthingtonInds WOR 2.0 14 61.02 +2.45 .31
59.00 20.17 Revolve RVLV ... 25 26.54 +1.33 ... 19.85 12.91 UrbanEdgeProp UE 4.0 25 15.82 +0.19 .16
259.78 190.08 Snap-On SNA 2.6 15 252.28 +0.95 1.62 11.16 9.71 10XCapIII A VCXB ... cc 10.19 ... ... 93.86 58.82 WyndhamHtls WH 1.7 20 77.34 +0.72 .32
36.31 26.05 RexAmerRes REX ... 14 32.66 –1.45 ... 22.80 14.76 UrstadtBiddle UBP 5.5 25 16.36 –0.27 .225
84.68 48.74 RexfordIndlRealty REXR 2.5 67 61.48 –0.82 .38 295.00 110.27 Snowflake SNOW ... dd 154.08 –3.25 ... 38.00 22.24 Tenaris TS .0 10 34.79 +0.32 .56 XYZ
20.73 15.07 UrstadtProp A UBA 5.5 28 18.16 +0.03 .25
10.40 9.72 RiceAcqnII A RONI ... 18 10.23 –0.02 ... 115.76 56.00 SOQUIMICH SQM 6.4 8 86.24 –6.802.0024 9.29 2.95 TencentMusic TME ... 28 8.01 –0.09 ...
19.98 12.06 UtzBrands UTZ 1.4 dd 16.46 +0.18 .057
10.58 9.88 RigelResourceA RRAC ... 16 10.39 +0.02 ... 14.61 8.00 SolarisOilfield SOI 4.2 19 9.98 –0.62 .105 92.65 36.69 TenetHealthcare THC ... 17 61.36 +2.71 ... 4.20 1.62 XFinancial XYF ... 2 3.37 –0.09 ...
155.39 28.00 RingCentral RNG ... dd 36.97 –4.33 ... 14.36 7.51 SolarWinds SWI ... dd 8.92 –1.11 ... 85.33 54.90 Tennant TNC 1.5 26 69.83 +3.06 .265 V 47.31 24.75 XPO XPO ... 7 37.29 +2.07 ...
84.69 50.92 RioTinto RIO 9.2 7 74.44 +1.12 2.67 10.77 3.39 SoloBrands DTC ... dd 4.12 –0.17 ... 51.66 28.65 Teradata TDC ... cc 41.39 +7.12 ... 20.36 12.48 XeniaHotels XHR .0 dd 14.02 –0.22 .10
7.74 3.43 Riskified RSKD ... dd 5.82 –0.01 ... 6.84 0.86 Sonendo SONX ... dd 2.61 +0.14 ... 57.48 26.64 Terex TEX 1.1 13 56.93 +2.61 .15 60.09 25.05 VF VFC 4.4 25 26.99 +0.72 .30 12.30 2.95 XinyuanRealEst XIN ... dd 6.05 –1.00 ...
72.73 48.65 RitchieBros RBA 1.7 23 62.59 –0.46 .27 62.26 34.17 SonicAutomotive SAH 1.9 36 60.00 +1.58 .28 12.69 1.29 TerranOrbital LLAP ... dd 1.80 ... ... 10.36 1.25 ViaOptronics VIAO ... dd 3.13 +0.10 ... 39.79 6.18 XPeng XPEV ... dd 9.53 +0.24 ...
11.61 3.17 RiteAid RAD ... dd 3.91 +0.25 ... 36.47 11.25 SonidaSrLiving SNDA ... dd 12.73 –0.19 ... 81.01 50.36 TerrenoRealty TRNO 2.5 25 64.03 +0.71 .40 35.69 26.42 VICI Prop VICI 4.6 32 33.89 –0.59 .39 26.00 8.15 Xperi XPER ... ... 10.26 +0.13 ...
11.75 6.86 RithmCapital RITM10.5 5 9.52 +0.04 .25 67.06 51.52 SonocoProducts SON 3.2 13 61.07 +1.54 .49 5.82 2.71 TetraTech TTI ... 61 3.89 –0.08 ... 14.11 6.47 Vizio VZIO ... dd 9.92 +0.88 ... 28.59 11.20 XponentialFit XPOF ... dd 26.24 +2.16 ...
122.29 65.40 RobertHalf RHI 2.3 14 82.42 –2.25 .48 107.52 61.72 Sony SONY .5 15 85.06 –5.06.2579 11.45 6.78 TevaPharm TEVA ... dd 10.06 –0.20 ... 13.70 5.53 VOC Energy VOC 15.4 7 8.15 –0.78 .23 118.58 72.08 Xylem XYL 1.2 55 107.29 +1.12 .33
54.41 21.65 Roblox RBLX ... dd 40.88 +6.06 ... 80.57 60.71 Southern SO 4.1 20 66.63 –0.25 .68 2739.00 986.01 TexasPacLand TPL .7 33 1794.75 –129.03 3.25 8.48 2.66 VTEX VTEX ... dd 4.02 –0.21 ... 65.46 27.86 Yeti YETI ... 19 41.67 +0.89 ...
14.32 5.97 RocketCos. RKT .0 10 8.70 –0.11 1.01 79.32 42.42 SoCopper SCCO 4.7 22 74.04 +0.45 1.00 40.35 25.47 Textainer TGH 3.0 5 32.93 –0.41 .30 47.00 29.55 V2X VVX ... 39 45.61 +1.16 ... 13.11 2.82 YPF YPF ... 2 11.41 –0.17 ...
10.19 9.69 RocketInternetA RKTA ... 39 10.18 +0.01 ... 10.41 9.76 SouthportAcqnA PORT ... 17 10.29 +0.01 ... 76.11 57.11 Textron TXT .1 19 74.81 +1.03 .02 8.77 3.93 VaalcoEnergy EGY 3.0 4 4.39 –0.32.0625 6.67 3.00 Yalla YALA ... 10 4.86 +0.07 ...
299.40 190.08 Rockwell ROK 1.6 32 297.72 +12.54 1.18 50.10 30.20 SouthwestAir LUV 2.0 45 35.36 +0.79 .18 618.36 475.77 ThermoFisher TMO .2 32 559.70 –11.71 .30 273.43 201.91 VailResorts MTN 3.1 29 243.34 –7.06 1.91 6.40 3.88 YamanaGold AUY 2.3 20 5.33 –0.25 .03
64.55 36.23 RogersComm B RCI 3.1 19 49.09 +0.68.3753 95.62 59.51 SouthwestGas SWX 3.8 27 65.10 –1.08 .62 27.54 13.26 Thermon THR ... 26 26.93 –0.08 ... 80.00 37.17 Valaris VAL ... 32 73.84 –4.86 ... 2.20 0.39 YatsenHolding YSG ... dd 1.30 –0.02 ...
274.51 98.45 Rogers ROG ... 39 148.98 –2.01 ... 9.87 4.41 SouthwesternEner SWN ... 4 4.97 –0.45 ... 125.32 91.55 ThomsonReuters TRI 1.6 43 123.18 +2.68 .49 21.29 11.72 Vale VALE 8.3 4 17.02 +0.46.0474 39.27 25.30 Yelp YELP ... 61 30.79 –1.05 ...
43.06 29.82 Rollins ROL 1.4 49 36.30 +0.36 .13 94.25 38.93 SpectrumBrands SPB 2.7 55 62.92 –1.15 .42 105.36 66.26 ThorIndustries THO 1.9 5 95.11 +2.82 .45 7.05 2.71 ValensSemicon VLN ... dd 4.70 –0.17 ... 8.20 4.00 Yext YEXT ... dd 7.15 –0.05 ...
488.23 356.22 RoperTech ROP .6 38 427.68 +0.28.6825 2.62 0.86 SpireGlobal SPIR ... dd 1.06 +0.01 ... 20.51 7.02 3D Systems DDD ... dd 11.16 +0.41 ... 150.39 79.65 ValeroEnergy VLO 3.1 4 129.61 –11.12 1.02 3.85 0.67 YirenDigital YRD ... ... 3.28 –0.06 ...
10.96 9.68 RossAcqnIIA ROSS ... 34 10.19 +0.02 ... 79.24 61.52 Spire SR 3.9 16 72.92 +0.15 .72 154.66 107.07 3M MMM 5.3 11 112.99 –0.89 1.50 54.06 20.83 Valhi VHI 1.3 5 24.84 –0.10 .08 12.61 3.03 Youdao DAO ... dd 7.72 +1.17 ...
114.55 83.63 RoyalBkCanada RY 3.8 12 103.07 –0.86.9832 52.82 21.14 SpiritAeroSys SPR .1 dd 35.62 +1.04 .01 47.12 13.69 Tidewater TDW ... dd 44.01 –1.27 ... 353.36 205.67 ValmontInds VMI .7 30 325.93 +8.67 .55 133.77 103.97 Yum!Brands YUM 1.8 29 132.04 +0.73 .605
87.68 31.09 RoyalCaribbean RCL ... dd 73.03 +1.39 ... 27.88 15.92 SpiritAirlines SAVE .0 dd 19.19 –0.06 .10 13.25 6.65 Tilly's TLYS ... 13 9.07 +0.20 ... 36.95 24.40 Valvoline VVV 1.4 15 34.76 –0.34 .125 63.06 33.55 YumChina YUMC .9 58 60.61 –0.56 .13
10.50 1.01 RubiconTech RBT ... dd 1.04 –0.18 ... 48.24 34.31 SpiritRealtyCap SRC 6.0 23 44.20 +0.17 .663 87.86 50.85 Timken TKR 1.4 16 86.80 +2.79 .31 16.39 0.46 Vapotherm VAPO ... dd 1.07 +0.12 ... 91.23 16.23 ZimIntShipping ZIM 124.3 0 22.16 –0.30 2.95
10.44 2.89 RushStreetInt RSI ... dd 4.33 +0.38 ... 160.17 69.29 Spotify SPOT ... dd 125.33 +0.17 ... 26.23 14.09 TimkenSteel TMST ... 7 19.34 –0.01 ... 14.39 8.64 VectorGroup VGR ... 14 14.39 +1.71 ... 31.13 16.27 ZTO Express ZTO .0 21 25.01 –2.46 .25
46.40 32.13 RyanSpecialty RYAN ... 92 42.74 +0.03 ... 10.46 9.83 SpreeAcqn1 A SHAP ... dd 10.40 +0.06 ... 19.81 10.07 TItanIntl TWI ... 6 15.80 +0.49 ... 234.89 151.02 VeevaSystems VEEV ... 70 170.49 +1.88 ... 4.29 1.05 ZeppHealth ZEPP .0 dd 1.87 –0.01 .08
102.36 61.71 RyderSystem R 2.5 6 98.58 +2.15 .62 15.05 7.25 Sprinklr CXM ... dd 10.90 +0.15 ... 26.04 11.91 Toast TOST ... dd 19.48 –3.32 ... 10.90 1.28 Velo3D VLD ... dd 3.42 +0.26 ... 13.46 4.09 ZetaGlobal ZETA ... dd 9.52 +0.79 ...
44.09 18.68 RyersonHolding RYI 1.5 3 41.69 +3.11 .16 57.00 29.76 Sprott SII 2.6 48 37.87 +0.16 .25 63.19 39.53 Toll Bros TOL 1.4 5 57.20 –1.56 .20 13.60 8.15 VelocityFinl VEL ... 10 9.75 –0.40 ... 9.93 1.86 ZeviaPBC ZVIA ... dd 4.47 +0.07 ...
101.19 70.47 RymanHospitality RHP .8 78 89.13 –2.40 .25 2.50 0.69 SprucePower SPRU ... dd 1.17 –0.08 ... 47.49 31.05 TootsieRoll TR .8 45 46.17 +1.29 .09 2.78 0.41 VenatorMaterials VNTR ... 1 .67 +0.04 ... 3.95 0.89 Zhihu ZH ... dd 1.71 –0.05 ...
30.69 14.43 Squarespace SQSP ... dd 23.22 +0.33 ... 232.92 140.66 TopBuild BLD ... 13 198.91 +4.12 ... 64.02 35.33 Ventas VTR 3.6 dd 50.46 –0.53 .45 135.05 100.39 ZimmerBiomet ZBH .8 cc 125.97 –1.94 .24
S 62.21 31.11 St.Joe JOE .9 36 45.76 –0.86 .10 25.96 16.80 TopgolfCallaway MODG ... 32 23.81 +0.64 ... 17.99 10.22 VerisResidential VRE ... dd 16.69 +0.29 ... 25.00 13.78 ZipRecruiter ZIP ... 46 23.81 +1.83 ...
49.00 31.61 StandardMotor SMP 2.8 11 41.17 +0.27 .29 117.66 71.86 Toro TTC 1.2 27 114.57 +3.50 .34 161.10 92.13 Veritiv VRTV 1.8 6 139.04 +6.91 .63 201.32 124.15 Zoetis ZTS .9 38 172.03 +13.70 .375
123.28 78.22 SAP SAP 1.3 57 117.35 ... 2.66 121.85 79.02 StandexInt SXI 1.0 20 116.92 +0.52 .28 84.08 57.27 TorontoDomBk TD 4.0 9 68.91 –0.78.6833 55.51 34.55 Verizon VZ 6.5 8 40.22 +0.21.6525 15.77 5.45 Zuora ZUO ... dd 8.90 +0.35 ...
423.55 279.32 S&P Global SPGI 1.0 34 360.83 –3.03 .90 168.30 70.24 StanleyBlackDck SWK 3.6 13 89.18 +3.35 .80 9.33 2.59 Torrid CURV ... 10 3.04 –0.41 ... 30.17 13.30 VermilionEnergy VET 1.6 2 13.37 –1.41.0593 36.82 20.10 ZurnElkayWater ZWS 1.2 50 23.36 +0.11 .07
10.27 9.65 SDCLEDGEAcqn SEDA ... 23 10.21 +0.03 ... 53.80 40.92 Stantec STN 1.0 40 53.33 +0.27.1411 10.40 9.62 TortoiseEcoIII A TRTL ... 27 10.15 +0.07 ... 11.95 1.83 VerticalAerospace EVTL ... ... 1.89 –0.02 ...
10.40 4.32 SeacorMarine SMHI ... dd 10.22 –0.13 ... 10.78 6.26 Starrett A SCX ... 5 10.55 +1.26 ... 65.05 44.61 TotalEnergies TTE ... 8 62.26 –1.47 ... 21.19 7.76 Vertiv VRT .1 dd 16.06 +1.60 .01 NYSE ARCA
10.18 2.97 SES AI SES ... dd 3.34 +0.02 ... 4.99 2.60 Startek SRT ... 21 3.90 –0.25 ... 13.16 7.05 TownsquareMedia TSQ ... 13 7.22 –0.05 ... 44.25 23.07 Viad VVI ... cc 26.62 +0.83 ...
11.60 8.71 SFL SFL 9.5 ... 10.14 –0.49 .24 24.79 17.69 StarwoodProp STWD 9.5 8 20.23 +0.02 .48 189.29 130.07 ToyotaMotor TM 2.5 11 142.85 –0.571.7621 6.59 1.69 VicariousSurgical RBOT ... cc 3.07 –0.05 ... 24.43 22.96 CambiarAggressive CAMX ... ... 24.16 ... ...
D ATA NASDAQ ISSUES - NEW HIGHS - NEW LOWS 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.
40.80 6.08 ApreaTherap APRE ... dd 6.92 –2.56 ... 117.77 70.73 BioMarinPharm BMRN ... cc 108.31 –1.15 ... 40.84 12.82 Cerence CRNC ... dd 28.31 –1.09 ...
Five-Day Nasdaq Composite 18.80

10.53
11.19
3.19
3.42
9.89
1.31
0.62
Aptorum
APxAcqnI A
ApyxMedical
AquestiveTherap
APM
APXI
APYX
AQST
...
...
...
...
dd
18
dd
dd
3.73
10.39
3.29
.81
+0.13 ...
+0.03 ...
–0.05 ...
–0.06 ...
14.20
10.90
189.07
10.37
2.84
3.51
117.08
9.82
BiomeaFusion
Bionomics
BioNTech
BioPlusAcqnA
BMEA ...
BNOX ...
BNTX .0
BIOS ...
dd
dd
3
cc
11.00
3.90
138.62
10.36
+0.95 ...
+0.11 ...
–2.891.5342
... ...
25.72
6.00
10.37
33.65
10.60
2.53
9.83
16.64
Certara
Cerus
ChainBridgeIA
ChampionX
CERT ...
CERS ...
CBRG ...
CHX 1.0
dd
dd
22
41
19.23
3.00
10.36
31.09
+0.38 ...
+0.06 ...
+0.01 ...
–0.69 .075
2.36 0.58 Aravive ARAV ... dd 1.91 ... ... 46.25 1.95 BioraTherap BIOR ... dd 3.22 –0.26 ... 8.46 1.10 ChargeEnt CRGE ... dd 1.24 –0.10 ...
What Recession?: Strong guidance lifted a number of stocks, including 3.64 1.85 ArbutusBiopharma ABUS ... dd 2.74 +0.05 ... 10.53 2.00 Biote BTMD ... 17 4.78 +0.03 ... 605.62 297.66 CharterComms CHTR ... 13 395.62 –1.32 ...
103.57 65.16 ArcBest ARCB .5 9 102.18 +1.38 .12 15.10 1.55 Bioventus BVS ... dd 1.70 –0.03 ... 149.62 107.54 CheckPoint CHKP ... 20 124.96 –2.20 ...
DraftKings and Airbnb. The Nasdaq Composite Index finished Friday at 35.26 6.04 Arcellx ACLX ... dd 29.10 –1.25 ... 4.38 0.38 Bitfarms BITF ... dd 1.11 +0.21 ... 43.59 26.05 Cheesecake CAKE 2.7 42 40.10 +2.36 .27
68.28 41.05 ArchCapital ACGL ... 18 67.81 +3.59 ... 4.08 1.18 BlackDiamond BDTX ... dd 2.72 –0.18 ... 42.16 26.28 ChefsWarehouse CHEF ... 53 36.39 –1.39 ...
11,787—up 0.6% in a week when other indexes slipped. 156.40 1.88 Arcimoto FUV ... dd 1.96 –0.03 ... 65.40 43.54 Blackbaud BLKB ... dd 58.61 –2.51 ... 53.43 40.74 ChemungFinl CHMG 2.4 8 50.81 –0.67 .31
22.74 7.85 ArcoPlatform ARCE ... cc 12.53 –0.21 ... 79.23 48.73 BlackLine BL ... dd 71.72 –0.83 ... 10.43 9.98 ChengheAcqnA CHEA ... cc 10.43 +0.03 ...
31.41 11.70 ArcturusTherap ARCT ... dd 18.47 –0.67 ... 4.35 3.31 BlackRockCapInvt BKCC10.8 18 3.72 +0.01 .10 107.31 64.81 ChesapeakeEner CHK 2.5 4 80.09 –3.75 2.61
Monday Tuesday Wednesday Thursday Friday 27.40 12.81 ArcutisBiotherap ARQT ... dd 16.97 +0.31 ... 14.52 10.65 BlkRkTCPCap TCPC10.0 10 12.83 +0.13 .32 20.21 13.87 ChicagoAtlRealEst REFI 12.5 9 15.04 –0.17 .29
3.43 0.49 Ardelyx ARDX ... dd 3.04 –0.17 ... 10.15 9.62 bleuacaciaA BLEU ... cc 10.14 ... ... 15.89 4.35 ChickenSoupA CSSE ... dd 5.31 –0.13 ...
12,090 22.65 16.53 AresCapital ARCC 9.8 17 19.68 –0.06 .48 12.80 9.84 BlockchainCoinIA BCSA ... 53 10.23 +0.01 ... 66.71 29.20 Children'sPlace PLCE ... 7 45.92 +3.32 ...
407.93 256.44 arGEN-X ARGX ... dd 371.93 –0.46 ... 10.47 9.80 BlockchainMoonA BMAQ ... dd 10.46 –0.01 ... 6.25 1.27 Chimerix CMRX ... 1 1.65 –0.07 ...
10.75 0.36 ArgoBlockchain ARBK ... dd 1.85 –0.05 ... 0.26 0.03 BlockchainMoonRt BMAQR ... ... .08 +0.02 ... 9.21 3.75 Chindata CD ... 30 7.97 –0.61 ...
15.27 4.23 Arhaus ARHS ... 20 14.31 +0.43 ... 27.94 15.89 BloominBrands BLMN 2.0 29 27.51 +3.32 .24 27.44 11.81 ChinookTherap KDNY ... dd 23.21 –0.92 ...
10.25 9.78 AriszAcqnA ARIZ ... dd 10.22 +0.01 ... 22.10 7.14 BlueBird BLBD ... dd 20.26 +0.42 ... 37.76 17.50 ChipMOSTechs IMOS14.9 5 23.43 –0.262.9194
11,970 0.17 0.01 AriszAcqnRt ARIZR ... ... .11 –0.02 ... 14.49 11.01 BlueFoundryBncp BLFY ... cc 11.97 +0.16 ... 181.34 93.35 ChordEnergy CHRD 3.8 2 133.15 –8.03 2.42
12.20 8.56 ArmadaAcqnI AACI ... dd 10.03 –0.04 ... 10.80 9.80 BlueOceanA BOCN ... 20 10.35 +0.01 ... 253.29 172.75 ChurchillDowns CHDN .3 20 245.88 +2.63 .714
10.23 9.85 ArogoCapA AOGO ... dd 10.22 ... ... 10.80 9.84 BlueWorldA BWAQ ... cc 10.36 –0.01 ... 39.96 18.64 Chuy's CHUY ... 33 36.84 +4.70 ...
24.59 5.45 ArrayTech ARRY ... dd 20.32 +0.43 ... 0.25 0.06 BlueWorldRt BWAQR ... ... .08 –0.03 ... 67.98 18.00 Cimpress CMPR ... dd 37.85 +0.95 ...
4.13 0.14 Arrival ARVL ... dd .33 –0.02 ... 8.58 2.87 bluebirdbio BLUE ... dd 5.69 –0.23 ... 143.22 88.66 CincinnatiFin CINF 2.4 dd 127.03 +1.86 .75
11,850 36.51 28.50 ArrowFinancial AROW 3.4 11 31.34 +0.29 .27 79.40 40.78 BlueprintMed BPMC ... dd 46.22 +3.16 ... 43.15 10.53 CinCorPharma CINC ... dd 29.33 ... ...
51.11 26.81 ArrowheadPharm ARWR ... dd 33.75 +0.63 ... 3.64 1.18 BoltBiotherap BOLT ... dd 1.49 +0.06 ... 470.23 343.86 Cintas CTAS 1.0 36 444.10 +1.24 1.15
10.30 9.70 ArtemisStratInvt ARTE ... 24 10.30 +0.02 ... 2639.00 1616.85 BookingHldgs BKNG ... 40 2462.01 +113.64 ... 3.94 0.38 CipherMining CIFR ... dd 1.90 +0.39 ...
20.63 3.27 Arteris AIP ... dd 5.91 –0.09 ... 28.51 10.76 BowmanConsult BWMN ... 93 26.26 –1.95 ... 108.42 61.94 CirrusLogic CRUS ... 18 103.53 –0.97 ...
11,730 63.00 44.08 ArtesianRscs A ARTNA 1.9 30 59.24 +1.60.2784 7.94 2.30 BraggGaming BRAG ... dd 4.23 +0.43 ... 57.69 38.60 CiscoSystems CSCO 3.0 19 50.77 +3.51 .39
(Previous Friday Close) 75.39 27.01 Arvinas ARVN ... dd 35.34 +1.48 ... 9.18 1.64 Brainsway BWAY ... dd 2.25 +0.26 ... 44.39 15.48 CitiTrends CTRN ... 4 28.75 –2.46 ...
134.53 61.58 AscendisPharma ASND ... dd 116.65 +2.70 ... 51.53 22.54 Braze BRZE ... dd 31.13 +0.91 ... 16.25 11.35 CtznCmntyBcp CZWI 2.3 8 12.78 –0.12 .29
+173.67 +68.36 +110.45 -214.76 -68.56 19.20 8.12 AscentIndustries ACNT ... 4 11.41 +0.19 ... 13.11 4.98 BridgeBioPharma BBIO ... dd 13.10 +1.69 ... 21.75 11.93 CitizensHolding CIZN 6.1 9 15.81 –0.13 .24
1.91 0.20 AspenGroup ASPU ... dd .21 +0.01 ... 25.90 3.26 BridgerAerospace BAER ... 34 4.22 +0.40 ... 103.00 73.40 CityHolding CHCO 2.6 15 100.23 +0.64 .65
11,610 263.59 173.81 AspenTech AZPN ... ... 213.95 +7.48 ... 15.50 10.26 BridgfordFoods BRID ... 3 12.54 +0.54 ... 29.32 6.86 Clarus CLAR 1.0 15 9.90 +0.36 .025
2.42 0.82 AssemblyBiosci ASMB ... dd 1.50 ... ... 8.13 5.12 Brightcove BCOV ... dd 7.07 +0.81 ... 10.60 9.79 CleanEarthA CLIN ... dd 10.17 +0.02 ...
10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 54.00 31.04 AstecIndustries ASTE 1.1 dd 45.87 +2.13 .13 60.54 38.38 BrighthouseFin BHF ... 5 59.16 +1.32 ... 0.49 0.08 CleanEarthRt CLINR ... ... .19 +0.02 ...
4.77 0.41 AstraSpace ASTR ... dd .59 ... ... 12.06 3.60 BrilliantEarthA BRLT ... cc 5.50 +0.10 ... 8.65 4.02 CleanEnerFuels CLNE ... dd 5.69 +0.02 ...
72.12 52.65 AstraZeneca AZN 2.1 65 68.97 +0.09 .985 10.60 9.82 BroadCapital BRAC ... dd 10.43 –0.01 ... 134.90 48.91 Clearfield CLFD ... 16 61.41 +0.36 ...
16.28 2.36 AstriaTherap ATXS ... dd 13.54 –1.29 ... 645.31 415.07 Broadcom AVGO 3.1 23 595.59 +2.34 4.60 2.85 0.98 ClearsideBiomed CLSD ... dd 1.38 +0.06 ...
52-Week Tick Div 52-Week Tick Div 15.45 7.46 Astronics ATRO ... dd 14.59 +0.65 ... 17.51 11.59 BrooklineBcp BRKL 4.0 9 13.46 +0.01 .135 10.32 9.43 ClimateRockA CLRC ... ... 10.30 +0.02 ...
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 15.98 10.97 AstroNova ALOT ... cc 12.80 +0.01 ... 76.81 48.42 Bruker BRKR .3 37 73.73 –1.37 .05 0.15 0.06 ClimateRockRt CLRCR ... ... .15 +0.01 ...
78.99 46.94 Alarm.com ALRM ... 59 53.06 –0.40 ... 13.61 2.83 AtaraBiotherap ATRA ... dd 4.52 +0.26 ... 10.71 9.83 BullpenParlayA BPAC ... 24 10.35 +0.01 ... 40.60 24.65 ClimbGlbl CLMB 1.7 16 39.99 +1.89 .17
A 9.79 4.02 AteaPharm AVIR ... 12 4.25 +0.04 ... 39.33 15.41 Bumble BMBL ... cc 22.74 –1.58 ... 3.90 0.86 CloverHealth CLOV ... dd 1.14 –0.07 ...
4.01 0.41 AlaunosTherap TCRT ... dd .64 –0.02 ...
83.00 47.50 AAON AAON .6 64 80.00 +4.78 .24 17.29 6.85 Alector ALEC ... dd 9.84 +0.41 ... 24.00 2.37 Athenex ATNX ... dd 3.10 –1.40 ... 5.30 1.20 BurgerFiIntl BFI ... dd 1.70 +0.10 ... 54.53 35.61 CoastalFinl CCB ... 16 46.50 +0.11 ...
28.06 12.24 AcadiaPharm ACAD ... dd 19.37 +0.40 ... 12.50 5.64 AlgomaSteel ASTL 2.6 3 7.74 –0.53 .05 14.22 2.53 AthiraPharma ATHA ... dd 3.25 –0.12 ... 11.27 1.70 BurningRockBio BNR ... dd 3.10 +0.09 ... 656.11 405.03 CocaColaCon COKE .4 15 530.46 +27.68 3.00
34.58 19.68 ACI Worldwide ACIW ... 19 25.99 –1.42 ... 43.65 23.00 Alico ALCO .8 dd 26.60 –0.07 .05 3.79 2.10 AtlanticAmerican AAME .8 21 2.47 +0.05 .02 10.70 9.83 BurTechAcqnA BRKH ... cc 10.27 ... ... 57.64 41.80 Coca-ColaEuro CCEP 3.0 16 56.23 +1.62 1.11
4.84 1.68 AC Immune ACIU ... dd 2.37 +0.02 ... 513.12 172.05 AlignTech ALGN ... 69 316.71 +0.90 ... 10.31 9.87 AtlCoastal II A ACAB ... dd 10.30 +0.02 ... 27.00 19.98 BusFirstBcshs BFST 2.4 9 20.10 –0.62 .12 22.22 4.21 Codexis CDXS ... dd 5.73 –0.13 ...
27.93 5.46 ACM Research ACMR ... 20 12.58 +0.13 ... 19.17 7.29 AlignmentHlthcr ALHC ... dd 11.07 –0.05 ... 36.85 24.42 AtlanticaSust AY 6.8 dd 25.91 –0.29 .445 5.71 0.64 BuzzFeed BZFD ... dd 1.96 +0.26 ... 7.15 0.30 CodiakBioSci CDAK ... dd .60 –0.08 ...
15.70 6.10 ACV Auctions ACVA ... dd 11.15 +1.44 ... 2.99 0.84 AligosTherap ALGS ... dd 1.70 +0.18 ... 65.83 23.15 Atlanticus ATLC ... 5 37.00 +4.10 ... 10.59 9.89 byNordicAcqnA BYNO ... dd 10.29 ... ... 25.95 18.66 CodorusValleyBncp CVLY 2.5 12 25.25 –0.43 .16
3.98 1.38 ADMA Biologics ADMA ... dd 3.63 +0.05 ... 7.92 2.03 AlimeraSciences ALIM ... dd 2.41 +0.02 ... 102.27 58.70 AtlasAir AAWW ... 8 101.95 –0.25 ... C 21.42 1.03 CoeptisTherap COEP ... 12 1.45 –0.12 ...
25.47 16.30 Adtran ADTN 2.1 dd 16.99 –0.18 .09 17.71 9.23 AlkamiTech ALKT ... dd 15.72 –0.38 ... 13.57 4.71 AtlasTech ATCX ... dd 12.21 ... ... 18.07 3.79 CogentBio COGT ... dd 13.64 –0.30 ...
18.00 1.77 AerwinsTech AWIN ... 2 1.90 –0.46 ... 32.79 21.75 Alkermes ALKS ... dd 28.07 +0.98 ... 321.76 113.86 Atlassian TEAM ... dd 168.56 –3.67 ... 5.23 1.48 Cadiz CDZI ... dd 4.16 –0.09 ... 72.21 46.75 CogentComm CCOI 5.2 cc 68.03 +1.84 .915
20.74 14.90 AFC Gamma AFCG13.9 8 16.03 +0.26 .56 8.73 2.54 Allakos ALLK ... dd 6.33 –0.12 ... 243.99 0.97 AtlisMotor AMV ... ... 1.06 –1.54 ... 63.77 43.10 C&F Fin CFFI 2.8 7 59.05 –0.44 .42 80.30 40.21 Cognex CGNX .6 40 48.14 –4.92 .07
13.64 7.30 AGNC Invt AGNC12.6 dd 11.39 +0.04 .12 6.59 0.17 AllarityTherap ALLR ... dd .18 ... ... 29.40 11.02 AtourLifestyle ATAT ... cc 23.80 –1.48 ... 26.71 20.49 CB FinSvcs CBFV 4.5 10 22.00 –0.19 .25 6.27 1.07 CognitionTherap CGTX ... dd 1.80 –0.06 ...
10.77 9.77 AIBAcqnA AIB ... ... 10.38 –0.02 ... 9.87 2.14 Allbirds BIRD ... dd 2.75 –0.11 ... 5.36 0.76 Atreca BCEL ... dd 1.64 +0.13 ... 11.54 7.41 CCC Intelligent CCCS ... dd 9.16 –0.15 ... 93.47 51.33 CognizantTech CTSH 1.8 15 65.48 –1.24 .29
11.57 9.85 ALSPOrchidI A ALOR ... dd 10.36 +0.02 ... 177.37 62.94 AllegiantTravel ALGT ... cc 100.40 +9.42 ... 72.31 32.51 AtriCure ATRC ... dd 40.34 –2.77 ... 215.00 147.91 CDW CDW 1.1 26 213.93 +8.29 .59 12.82 2.31 CognyteSoftware CGNT ... dd 3.65 –0.23 ...
20.40 5.82 AlxOncology ALXO ... dd 7.64 –0.53 ... 45.99 19.20 AllegroMicro ALGM ... 57 44.50 +1.77 ... 783.80 534.99 Atrion ATRI 1.2 36 694.87 +15.65 2.15 42.25 23.71 CEVA CEVA ... dd 33.01 –0.74 ... 75.05 29.90 Coherent COHR ... dd 44.99 +2.61 ...
44.05 14.45 AMC Networks AMCX ... 4 27.13 +9.18 ... 27.63 12.60 AllianceResource ARLP 13.1 5 21.41 –0.09 .70 37.11 21.77 AuburnNatlBncp AUBN 4.5 8 24.15 +0.15 .27 10.55 9.83 CFAcqnVII A CFFS ... dd 10.25 +0.02 ... 14.11 5.58 CoherusBioSci CHRS ... dd 7.80 +0.12 ...
60.49 44.06 Amerisafe AMSF 2.2 28 55.64 +1.96 4.00 65.37 47.19 AlliantEnergy LNT 3.4 20 53.97 +0.74.4525 28.76 16.79 AudioCodes AUDC 2.1 20 17.44 –0.20 .18 26.80 4.84 C4 Therap CCCC ... dd 6.07 +0.18 ... 38.40 24.06 Cohu COHU ... 18 35.37 –0.68 ...
44.60 23.71 A-MarkPrecMet AMRK 2.5 5 32.41 +2.96 .20 42.86 21.14 AlliedMotionTech AMOT .2 44 42.36 +1.86 .025 24.83 9.43 AuraBiosciences AURA ... dd 10.34 –0.40 ... 121.23 86.60 CH Robinson CHRW 2.4 14 101.17 –1.95 .61 206.79 31.55 CoinbaseGlbl COIN ... dd 65.20 +8.11 ...
45.99 22.31 ANI Pham ANIP ... dd 43.08 –1.92 ... 17.49 5.41 AllogeneTherap ALLO ... dd 7.20 +0.33 ... 10.37 9.83 AuraFatProjectsA AFAR ... ... 10.36 +0.03 ... 10.98 9.80 CIIGCapPtrsII CIIG ... dd 10.25 ... ... 30.22 14.04 CollegiumPharm COLL ... dd 27.17 +0.42 ...
333.83 194.23 Ansys ANSS ... 51 270.76 +3.72 ... 8.67 2.75 Allot ALLT ... dd 3.52 +0.01 ... 18.15 4.07 AuriniaPharm AUPH ... dd 8.19 –0.21 ... 2.40 1.03 CLPS CLPS .0 7 1.50 +0.02 .05 150.93 84.16 ColliersIntl CIGI .3 cc 118.34 +3.26 .15
23.58 6.88 AN2 Therap ANTX ... dd 13.65 –0.75 ... 10.29 3.17 AlloVir ALVR ... dd 6.94 +0.77 ... 4.56 0.82 AuroraCannabis ACB ... dd .94 +0.03 ... 251.99 166.55 CME Group CME 2.3 26 188.64 +4.54 1.10 14.77 4.27 Collplant CLGN ... dd 11.91 –0.08 ...
51.95 29.95 APA APA 2.6 4 38.09 –5.47 .25 242.97 117.58 AlnylamPharm ALNY ... dd 222.79 +7.53 ... 6.54 1.10 AuroraInnov AUR ... dd 1.80 +0.12 ... 28.50 22.98 CNB FinPA CCNE 2.9 7 24.45 +0.32 .175 19.00 12.52 ColonyBankcorp CBAN 3.5 11 12.71 –0.29 .11
22.45 15.50 ARKRestaurants ARKR 2.6 8 19.29 –0.18 .125 69.99 27.38 Alpha&Omega AOSL ... 10 28.68 –0.97 ... 1.42 0.60 AuroraMobile JG ... dd .70 –0.07 ... 21.50 6.54 CompassPath CMPS ... dd 9.13 –0.34 ... 37.08 26.97 ColumbiaBanking COLB 3.8 10 31.59 –0.27 .30
9.17 2.80 ARS Pharm SPRY ... dd 8.63 +0.96 ... 10.39 9.83 AlphaStarAcqn ALSA ... cc 10.39 +0.05 ... 11.23 9.54 AuroraTechA ATAK ... 48 10.27 ... ... 42.50 10.18 CPI Card PMTS ... 17 36.75 +3.27 ... 22.86 18.77 ColumbiaFin CLBK ... 26 20.71 +0.36 ...
714.62 363.15 ASML ASML .8 44 651.93 –4.421.8386 0.25 0.05 AlphaStarRt ALSAR ... ... .10 –0.02 ... 235.01 163.20 Autodesk ADSK ... 78 219.98 –2.82 ... 126.79 78.35 CRA Intl CRAI 1.2 21 124.82 +4.54 .36 98.32 65.02 ColumbiaSportswr COLM 1.3 18 91.03 +1.44 .30
10.48 9.81 A SPAC II ASCB ... ... 10.31 +0.01 ... 18.34 3.02 AlphaTeknova TKNO ... dd 5.54 –0.33 ... 4.73 1.60 AutolusTherap AUTL ... dd 2.03 –0.15 ... 86.95 38.94 CRISPR Therap CRSP ... dd 50.89 +1.11 ... 47.18 23.54 ColumbusMcKinn CMCO .7 24 38.07 +1.87 .07
0.25 0.05 A SPAC II Rt ASCBR ... ... .13 +0.05 ... 143.79 83.34 Alphabet A GOOGL ... 21 94.35 –0.22 ... 274.92 192.26 ADP ADP 2.2 30 228.70 +2.88 1.25 66.58 52.42 CSG Systems CSGS 1.9 43 60.54 –0.14 .28 48.42 28.39 Comcast A CMCSA 3.0 33 39.12 +0.76 .29
14.27 3.55 AST Space ASTS ... dd 6.47 +0.60 ... 144.16 83.45 Alphabet C GOOG ... 21 94.59 –0.27 ... 10.02 1.05 AvadelPharm AVDL ... dd 8.38 +0.62 ... 12.46 6.61 CSP CSPI .0 17 11.79 +0.84 .03 72.60 59.81 CommerceBcshrs CBSH 1.6 17 67.02 +0.43 .27
2.64 0.88 ATA Creativity AACG ... dd 2.15 +0.41 ... 14.86 5.73 Alphatec ATEC ... dd 14.30 +0.51 ... 10.50 9.89 AvalonAcqn AVAC ... 25 10.35 ... ... 148.91 96.03 CSW Industrials CSWI .5 25 141.12 +1.56 .17 9.11 4.03 CommVehicle CVGI ... 21 8.21 –0.02 ...
5.99 1.45 ATAI Life ATAI ... dd 1.89 +0.14 ... 10.60 10.05 AlphaTimeAcqn ATMC ... ... 10.13 –0.02 ... 30.23 15.69 Avantax AVTA ... 3 29.91 +0.99 ... 38.63 25.80 CSX CSX 1.3 16 31.21 –0.36 .10 13.73 5.56 CommScope COMM ... dd 8.01 –0.41 ...
50.45 32.07 ATN Intl ATNI 1.8 dd 47.75 +0.72 .21 0.25 0.12 AlphaTimeRt ATMCR ... ... .16 ... ... 6.00 0.67 AveannaHealth AVAH ... dd 1.23 +0.02 ... 29.25 22.20 CVB Fin CVBF 3.3 15 24.36 –0.13 .20 48.05 39.10 CmntyTrBcp CTBI 4.0 10 44.12 +0.61 .44
1.93 0.56 AVROBIO AVRO ... dd 1.69 –0.01 ... 10.28 10.10 AlphaVestAcqn ATMV ... ... 10.14 –0.01 ... 6.13 3.40 AvePoint AVPT ... dd 4.89 +0.02 ... 12.88 0.59 CabalettaBio CABA ... dd 7.93 –2.64 ... 16.55 13.26 CommWestBcshs CWBC 2.1 10 15.03 ... .08
9.94 4.17 AXT AXTI ... 13 4.88 –1.04 ... 0.57 0.12 AlphaVestAcqnRt ATMVR ... ... .12 –0.04 ... 39.80 23.88 AviatNetworks AVNW ... 31 35.75 +0.10 ... 10.70 9.85 CactusAcqn1 A CCTS ... dd 10.36 +0.01 ... 69.16 50.26 CommVaultSys CVLT ... cc 62.33 –1.64 ...
19.39 12.54 Abcam ABCM ... cc 14.43 –0.50 ... 10.30 4.82 AlpineImmune ALPN ... dd 8.37 +0.40 ... 37.31 20.83 AvidTechnology AVID ... 31 30.83 +1.01 ... 202.96 132.32 CadenceDesign CDNS ... 63 194.44 +10.64 ... 11.09 9.60 CompassDigitalAcqn CDAQ ... 41 10.12 +0.02 ...
14.97 5.42 AbCelleraBio ABCL ... 12 9.59 –0.24 ... 7.25 4.05 AlpineSummit ALPS 9.1 4 4.05 –0.23.0315 25.74 9.83 AvidityBio RNA ... dd 25.65 +2.92 ... 87.43 31.31 CaesarsEnt CZR ... dd 52.80 +0.63 ... 8.13 4.26 CompoSecure CMPO ... 4 6.86 +0.27 ...
9.68 1.94 Absci ABSI ... dd 2.67 +0.05 ... 10.40 9.80 AlsetCapAcqnA ACAX ... cc 10.19 +0.01 ... 11.86 5.86 AvidXchange AVDX ... dd 10.14 –0.59 ... 12.33 5.59 Caesarstone CSTE16.5 15 6.07 +0.02 .25 3.57 0.51 Compugen CGEN ... dd .81 –0.01 ...
12.59 6.79 AbsoluteSftwr ABST 2.6 dd 9.23 –2.03.0595 0.31 0.05 AlsetCapAcqnRt ACAXR ... ... .21 +0.04 ... 327.80 131.83 AvisBudget CAR ... 4 240.84 +26.02 ... 65.32 42.15 Cal-MaineFoods CALM 8.8 6 61.36 +7.741.351 35.50 25.33 ComputerPrograms CPSI ... 29 31.27 +1.88 ...
5.30 3.30 AcaciaResearch ACTG ... 50 4.36 +0.10 ... 68.85 43.17 AltairEngg ALTR ... dd 55.56 –0.26 ... 50.19 35.45 Avnet AVT 2.5 5 46.43 +0.42 .29 7.62 2.96 CalAmp CAMP ... dd 4.65 +0.38 ... 10.10 6.42 ComputerTask CTG ... 8 7.40 –0.12 ...
63.89 25.10 AcademySports ASO .5 9 62.66 +5.28 .075 10.31 9.83 AltEnergyA AEAE ... 12 10.31 +0.01 ... 3.64 1.32 Aware AWRE ... dd 1.77 +0.06 ... 45.50 27.29 CalavoGrowers CVGW 3.4 dd 33.36 +1.66.2875 3.07 1.00 comScore SCOR ... dd 1.21 ... ...
89.85 50.47 AcadiaHealthcare ACHC ... 26 82.05 +0.75 ... 23.49 3.83 Altimmune ALT ... dd 11.96 –1.47 ... 129.71 46.41 AxcelisTechs ACLS ... 22 121.93 –1.43 ... 26.17 18.51 CaliforniaBncp CALB ... 10 25.21 –0.09 ... 21.01 8.42 ComtechTel CMTL 2.5 dd 16.10 +0.17 .10
19.39 4.61 Accolade ACCD ... dd 11.82 +0.32 ... 17.67 4.25 AltisourcePortf ASPS ... dd 5.26 –0.27 ... 2.89 0.16 AxcellaHealth AXLA ... dd .68 –0.01 ... 22.70 10.82 CalliditasTherap CALT ... dd 18.60 +1.16 ... 205.58 108.57 Concentrix CNXC .7 17 142.73 –3.44 .275
10.49 9.74 AccretionAcqn ENER ... dd 10.22 +0.01 ... 61.63 32.18 AltraIndlMotion AIMC .6 cc 61.53 +0.24 .09 204.99 82.49 AxonEnterprise AXON ... cc 189.26 +4.71 ... 20.50 8.40 CalumetSpecialty CLMT ... dd 19.53 +1.78 ... 8.44 2.57 ConcertPharm CNCE ... dd 8.38 +0.05 ...
0.29 0.01 AccretionAcqnRt ENERR ... ... .15 +0.01 ... 14.04 5.20 Alvotech ALVO ... cc 13.29 –0.10 ... 79.92 38.41 Axonics AXNX ... dd 57.41 +1.03 ... 29.38 12.40 CambiumNtwks CMBM ... 31 22.40 +1.15 ... 5.89 3.29 Conduent CNDT ... dd 4.24 –0.18 ...
3.76 1.70 Accuray ARAY ... dd 3.10 +0.01 ... 27.33 16.05 AmalgamFin AMAL 1.6 9 24.30 +1.34 .10 82.00 20.63 AxsomeTherap AXSM ... dd 66.62 +3.83 ... 51.78 39.21 CamdenNational CAC 4.0 10 42.35 +0.83 .42 52.43 16.48 Confluent CFLT ... dd 25.36 +0.16 ...
9.60 1.45 AcelRxPharm ACRX ... 0 1.55 –0.21 ... 3.74 1.04 Amarin AMRN ... dd 1.84 –0.08 ... 89.20 37.61 Azenta AZTA ... dd 46.45 +1.65 ... 35.94 20.83 Camtek CAMT ... 16 27.28 +1.09 ... 2.55 1.28 Conifer CNFR ... dd 1.71 –0.13 ...
10.79 9.87 AchariVenturesI AVHI ... 29 10.34 –0.11 ... 170.83 81.43 Amazon.com AMZN ... dd 97.20 –0.41 ... 6.90 1.87 Canaan CAN ... 1 2.99 +0.22 ... 4.95 0.56 ConnectBiopharma CNTB ... dd 1.07 –0.04 ...
3.60 0.75 AchillesTherap ACHL ... dd 1.16 –0.01 ... B 47.69 22.15 CanadianSolar CSIQ ... 14 38.94 –1.38 ... 34.23 21.35 ConnectOneBncp CNOB 2.5 8 24.38 +0.47 .155
143.50 49.02 Ambarella AMBA ... dd 93.12 +0.95 ...
18.96 9.84 AclarisTherap ACRS ... dd 13.13 –1.16 ... 97.08 75.19 Amdocs DOX 1.8 21 94.84 –1.11 .435 20.71 16.44 BCB Bancorp BCBP 3.6 7 17.59 +0.18 .16 5.75 1.40 CandelTherap CADL ... dd 2.10 +0.05 ... 23.36 5.69 Conn's CONN ... dd 9.03 –0.61 ...
2.29 0.26 AcordaTherap ACOR ... dd .91 ... ... 179.91 79.30 Amedisys AMED ... 27 97.16 +0.61 ... 12.69 5.45 BELLUS Health BLU ... dd 7.83 –0.44 ... 10.78 9.91 Canna-GlobalA CNGL ... cc 10.44 +0.03 ... 65.68 37.75 ConsensusCloud CCSI ... 15 60.92 +2.10 ...
10.70 9.97 AcriCapitalA ACAC ... ... 10.44 +0.03 ... 33.56 24.41 AmerantBncpA AMTB 1.2 16 29.15 +0.21 .09 4.79 3.00 BGC Partners BGCP .9 14 4.40 +0.11 .01 6.25 0.85 Canoo GOEV ... dd .88 –0.11 ... 10.50 9.69 Consilium I A CSLM ... cc 10.27 +0.03 ...
25.47 10.90 AcrivonTherap ACRV ... ... 21.59 –0.37 ... 21.42 11.65 AmerAirlines AAL ... cc 16.36 +0.08 ... 35.50 20.15 BJsRestaurants BJRI ... cc 33.66 +1.18 ... 8.79 2.09 CanopyGrowth CGC ... dd 2.51 +0.23 ... 8.49 3.50 ConsldComm CNSL ... dd 4.44 +0.07 ...
81.87 70.94 ActivisionBliz ATVI .6 40 77.57 +2.12 .47 105.60 80.30 AEP AEP 3.6 19 92.41 +1.86 .83 110.85 70.21 BOK Fin BOKF 2.1 14 104.47 +1.34 .54 7.88 2.77 Cantaloupe CTLP ... dd 6.00 +0.94 ... 20.58 9.01 ConsldWater CWCO 2.2 42 15.30 +0.18 .085
10.97 3.02 AcumenPharm ABOS ... dd 5.51 –0.19 ... 39.50 31.62 AmNtlBcsh AMNB 3.5 11 34.15 –0.73 .30 33.34 17.08 BRP Group BRP ... dd 29.07 –0.73 ... 32.92 18.93 CanterburyPark CPHC 1.1 10 25.57 –0.77 .07 97.89 42.18 ConstellationEner CEG 1.3 dd 84.55 –2.26 .282
2.19 0.48 AcutusMedical AFIB ... dd 1.56 +0.04 ... 17.18 7.10 AmOutdoorBrands AOUT ... dd 10.06 –0.20 ... 90.42 57.38 BRP DOOO .5 13 88.97 +1.73 .118 27.49 20.88 CapitalBancorp CBNK 1.1 7 21.39 +0.40 .06 32.98 18.89 ConstructionPtrs ROAD ... 86 29.25 +2.66 ...
7.00 0.90 Adagene ADAG ... ... 1.86 –0.01 ... 24.02 7.83 AmericanPubEdu APEI ... dd 12.48 +0.17 ... 73.10 30.75 B RileyFin RILY 9.3 dd 43.10 +2.32 1.00 36.23 24.43 CapitalCityBank CCBG 2.0 15 34.40 +0.87 .17 15.47 4.64 ConsumerPtfo CPSS ... 3 11.18 +0.71 ...
3.00 1.01 AdaptimmuneTher ADAP ... dd 1.71 +0.06 ... 22.53 13.39 AmerSoftware AMSWA 3.0 47 14.68 –0.23 .11 13.68 3.82 Backblaze BLZE ... dd 5.75 +0.37 ... 19.65 12.80 CapitalProduct CPLP 4.2 2 14.35 +0.44 .15 2.58 0.44 ContextLogic WISH ... dd .75 +0.11 ...
15.21 5.96 AdaptiveBiotech ADPT ... dd 9.50 +0.68 ... 10.14 3.20 AmerSupercond AMSC ... dd 5.87 +0.15 ... 170.35 73.58 Baidu BIDU ... 76 141.71 +2.72 ... 25.05 16.28 CapitalSouthwest CSWC10.5 15 19.39 +0.26 .05 70.93 51.11 Copart CPRT ... 31 68.40 +0.50 ...
112.89 68.57 AddusHomeCare ADUS ... 39 107.32 +0.76 ... 60.78 40.70 AmericanWoodmark AMWD ... 70 58.54 +1.51 ... 39.78 20.42 BakerHughes BKR 2.5 dd 30.59 –2.33 .19 10.85 9.87 CapitalworksEMA CMCA ... 26 10.43 +0.07 ... 8.03 2.65 CorMedix CRMD ... dd 4.45 +0.25 ...
11.85 6.30 Adeia ADEA 1.9 dd 10.60 –0.47 .05 127.05 52.24 AmerCarMart CRMT ... 10 94.59 +6.50 ... 147.80 110.15 Balchem BCPC .5 41 138.12 +4.37 .71 11.30 7.19 CapitolFedFin CFFN 4.0 15 8.57 +0.12 .085 23.77 10.96 CorsairGaming CRSR ... dd 18.25 +1.34 ...
21.87 7.41 AdicetBio ACET ... dd 8.44 +0.33 ... 54.24 38.22 AmerisBancorp ABCB 1.2 10 48.92 +0.46 .15 12.57 4.43 BallardPower BLDP ... dd 6.16 +0.02 ... 22.17 15.71 CapStarFin CSTR 2.3 10 17.68 +0.01 .10 192.13 129.19 Corvel CRVL ... 48 184.24 +4.38 ...
479.21 274.73 Adobe ADBE ... 35 356.85 –14.14 ... 4.52 3.66 AmeriServFin ASRV 3.0 9 4.02 +0.04 .03 118.07 73.01 BancFirst BANF 1.8 16 89.69 +1.16 .40 13.97 7.40 CaraTherap CARA ... dd 10.76 –0.12 ... 2.11 0.70 CorvusPharm CRVS ... dd .75 –0.05 ...
6.77 2.11 AdvEmissions ADES ... ... 3.23 +0.01 ... 296.67 214.39 Amgen AMGN 3.5 20 240.53 –1.97 2.13 54.67 9.20 Bandwidth BAND ... dd 25.99 +1.51 ... 23.47 12.26 CardiovascularSys CSII ... dd 19.70 ... ... 85.37 49.00 CoStar CSGP ... 90 77.56 +1.60 ...
101.00 67.55 AdvEnergyInds AEIS .4 18 97.14 +3.58 .10 13.62 5.91 AmicusTherap FOLD ... dd 13.31 +0.73 ... 49.52 34.79 BankOZK OZK 2.9 10 47.42 +0.67 .34 65.01 3.50 Cardlytics CDLX ... dd 6.57 +0.21 ... 612.27 406.51 Costco COST .7 38 507.48 +7.49 .90
125.67 54.57 AdvMicroDevices AMD ... 89 78.50 –2.98 ... 31.38 14.89 AmkorTech AMKR 1.1 9 26.51 –1.09 .075 30.86 21.08 Bank7 BSVN 2.1 9 30.02 +0.08 .16 6.00 2.50 Carecloud CCLD ... dd 4.11 +0.02 ... 21.91 10.19 Couchbase BASE ... dd 16.01 +0.35 ...
8.18 1.78 AdvantageSolns ADV ... 12 2.56 –0.12 ... 44.46 25.71 AmphastarPharm AMPH ... 22 32.39 +0.62 ... 11.27 9.06 BankFinancial BFIN 3.9 13 10.31 –0.03 .10 41.50 10.50 CareDx CDNA ... dd 15.60 +0.30 ... 10.80 9.91 CounterPressA CPAQ ... dd 10.32 ... ...
1.82 0.53 AdverumBiotech ADVM ... dd .62 –0.01 ... 14.77 5.61 AmrytPharma AMYT ... dd 14.63 +0.02 ... 36.87 27.76 BankwellFin BWFG 2.5 7 31.44 +0.47 .20 9.23 2.77 CareMax CMAX ... dd 4.54 –0.05 ... 130.97 40.30 CoupaSoftware COUP ... dd 80.00 –0.11 ...
3.19 0.34 AegleaBioTherap AGLE ... dd .50 –0.04 ... 13.45 6.66 AmtechSystems ASYS ... 10 9.50 –0.28 ... 75.72 52.35 Banner BANR 3.0 11 64.25 +0.58 .48 50.03 9.14 CarGurus CARG ... dd 17.07 +0.74 ... 40.37 17.23 CovenantLogist CVLG .8 5 34.95 +1.94 .08
16.06 3.62 Aemetis AMTX ... dd 4.30 +0.08 ... 41.93 6.51 AmylyxPharm AMLX ... dd 37.13 +3.03 ... 12.64 3.41 Baozun BZUN ... dd 6.70 –0.20 ... 13.19 4.89 CaribouBio CRBU ... dd 6.85 +0.07 ... 38.99 21.36 Cowen COWN 1.2 10 38.95 +0.04 .12
30.79 8.33 AerovateTherap AVTE ... dd 27.70 +3.60 ... 5.31 1.25 Amyris AMRS ... dd 1.50 –0.09 ... 100.85 57.76 BarrettBus BBSI 1.2 16 99.17 +3.69 .30 50.40 24.59 Carlyle CG 3.7 7 35.04 +0.40 .325 136.00 81.87 CrackerBarrel CBRL 4.7 22 110.58 +2.38 1.30
114.11 56.00 AeroVironment AVAV ... dd 87.73 –0.51 ... 196.41 133.48 AnalogDevices ADI 1.6 29 192.71 +14.25 .86 24.12 14.20 BassettFurniture BSET 3.3 13 18.65 +0.02 .16 15.57 11.23 CarlyleSecured CGBD 9.3 9 15.48 +0.38 .08 8.32 4.79 CreativeMedia CMCT 6.2 dd 5.45 –0.01 .085
10.31 9.72 AetheriumAcqnA GMFI ... dd 10.30 +0.02 ... 32.44 18.20 AnaptysBio ANAB ... dd 26.99 +1.19 ... 23.54 17.52 BayCom BCML 1.0 10 19.99 –0.19 .05 9.24 3.92 CarParts.com PRTS ... dd 6.81 –0.04 ... 648.95 358.00 CreditAcceptance CACC ... 12 468.11 +4.20 ...
5.10 0.99 Affimed AFMD ... dd 1.02 –0.05 ... 15.24 7.13 AnavexLifeSci AVXL ... dd 10.58 +0.04 ... 65.30 45.71 BeaconRoof BECN ... 10 61.38 +2.15 ... 2.86 1.28 CarrolsRestr TAST ... dd 1.97 –0.02 ... 19.46 8.61 CredoTech CRDO ... dd 9.65 –8.98 ...
51.49 8.62 AffirmHldgs AFRM ... dd 12.98 +0.46 ... 59.00 29.35 Andersons ANDE 1.6 12 45.21 +7.15 .185 80.00 27.77 BeamTherap BEAM ... dd 43.17 +1.61 ... 18.84 12.58 CarterBkshrs CARE ... 9 17.58 +0.22 ... 18.63 12.55 CrescentCapBDC CCAP 11.2 18 14.70 –0.11 .41
17.02 8.73 Afya AFYA ... 18 13.11 –0.56 ... 23.50 1.47 Anghami ANGH ... ... 2.12 +0.03 ... 2.06 0.90 BeasleyBroadcast BBGI ... dd 1.23 +0.02 ... 11.20 9.90 CartesianGrwIIA RENE ... 57 10.40 +0.05 ... 10.42 9.83 CresceraCapA CREC ... cc 10.42 +0.07 ...
86.00 31.49 Agilysys AGYS ... cc 82.86 +2.08 ... 7.19 1.81 Angi ANGI ... dd 2.55 –0.34 ... 30.06 1.27 BedBath BBBY ... dd 1.81 –0.54 ... 10.47 9.80 CarticaAcqnA CITE ... 34 10.46 +0.01 ... 9.80 4.18 Cresud CRESY ... 2 6.85 +0.60 ...
34.76 16.75 AgiosPharm AGIO ... dd 27.68 –0.84 ... 24.87 11.71 AngioDynamics ANGO ... dd 13.26 +0.30 ... 280.62 118.18 BeiGene BGNE ... dd 232.06 –12.42 ... 7.18 2.35 CasaSystems CASA ... dd 3.67 –0.05 ... 19.47 5.88 Cricut CRCT .0 35 9.63 +0.12 .35
12.50 2.50 Agora API ... dd 4.01 +0.01 ... 2.63 0.59 AngionBiomed ANGN ... dd .65 –0.04 ... 44.30 15.04 BelFuse A BELFA .6 13 42.30 +1.19 .06 11.54 9.69 CascadiaAcqnA CCAI ... 25 10.28 +0.11 ... 27.86 15.37 CrineticsPharm CRNX ... dd 20.76 +1.16 ...
3.00 1.46 AgroFresh AGFS ... dd 2.98 +0.01 ... 33.18 19.95 AnikaTherap ANIK ... dd 30.57 +0.11 ... 42.00 11.58 BelFuse B BELFB .7 10 39.00 –0.49 .07 92.75 63.90 CasellaWaste CWST ... 75 77.14 –3.28 ... 36.76 20.56 Criteo CRTO ... cc 35.07 +0.46 ...
10.36 9.83 AhrenAcqnA AHRN ... 44 10.36 +0.03 ... 7.65 2.06 Annexon ANNX ... dd 5.95 –0.72 ... 45.70 26.32 BentleySystems BSY .5 70 40.89 +1.79 .05 249.90 170.82 CaseysGenStores CASY .7 20 217.31 –4.81 .38 10.45 9.78 CrixusBH3 A BHAC ... 16 10.27 +0.01 ...
28.95 14.01 AirT AIRT ... 60 22.30 –0.45 ... 10.38 9.87 AnthemisDigA ADAL ... cc 10.37 +0.01 ... 7.86 1.68 BerkeleyLights BLI ... dd 1.76 –0.09 ... 51.48 31.85 CassInfoSys CASS 2.3 20 50.61 +0.55 .29 143.50 46.08 Crocs CROX ... 15 131.47 +16.17 ...
34.54 23.32 AirTransportSvcs ATSG ... 11 24.93 –0.01 ... 70.00 33.32 ApellisPharm APLS ... dd 55.49 +4.28 ... 4.12 0.51 BerkshireGrey BGRY ... dd 1.43 –0.05 ... 48.40 15.58 CastleBiosci CSTL ... dd 26.00 –0.47 ... 4.31 2.22 Cronos CRON ... dd 2.30 +0.03 ...
182.66 81.91 Airbnb ABNB ... 47 131.60 +22.73 ... 50.23 35.96 ApogeeEnt APOG 2.0 15 47.58 +0.89 .24 0.90 0.04 BerkshireGreyWt BGRYW ... ... .19 –0.06 ... 48.60 37.37 CathayGenBncp CATY 3.0 9 44.84 +1.02 .34 40.12 15.26 CrossCtyHlthcr CCRN ... 4 25.60 –0.20 ...
14.60 2.69 AirSculptTech AIRS .0 dd 7.11 +0.42 .41 10.30 3.49 ApolloEnd APEN ... dd 9.94 +0.01 ... 12.85 6.78 Berry(bry) BRY 2.7 4 8.92 –0.49 .41 299.36 179.47 CavcoIndustries CVCO ... 10 284.83 +0.43 ... 16.43 11.79 CrossFirstBkshs CFB ... 12 14.45 +0.33 ...
123.25 75.61 AkamaiTech AKAM ... 26 77.30 –8.20 ... 131.74 79.92 AppFolio APPF ... dd 131.52 +7.21 ... 56.47 11.03 BeyondMeat BYND ... dd 17.74 +1.75 ... 15.19 4.09 CECO Env CECO ... 49 14.53 +0.38 ... 242.00 92.25 CrowdStrike CRWD ... dd 114.25 +5.29 ...
54.88 7.52 AkeroTherap AKRO ... dd 44.99 +0.74 ... 7.05 0.47 AppHarvest APPH ... dd .86 –0.02 ... 50.47 12.08 BicycleTherap BCYC ... dd 24.86 –2.77 ... 7.69 3.80 CellebriteDI CLBT ... 9 5.75 +0.66 ... 10.65 1.63 CueHealth HLTH ... dd 2.27 –0.02 ...
16.57 8.02 Akoya AKYA ... dd 12.68 +1.02 ... 66.91 29.80 Appian APPN ... dd 45.96 +5.32 ... 19.60 8.36 Big5SportingGds BGFV 9.9 5 10.12 +0.50 .25 5.26 1.83 Cellectis CLLS ... dd 2.25 –0.08 ... 15.89 7.30 CullinanOncology CGEM ... 5 11.34 –0.01 ...
2.34 0.20 AksoHealth AHG ... dd .43 +0.01 ... 179.61 124.17 Apple AAPL .6 26 152.55 +1.54 .23 26.82 7.75 BigCommerce BIGC ... dd 11.11 –0.06 ... 3.42 0.46 CelyadOncology CYAD ... dd 1.22 –0.10 ... 3.25 1.89 CumberlandPharm CPIX ... dd 2.49 –0.13 ...
27.12 0.85 AppliedDigital APLD ... dd 3.13 –0.03 ... 35.00 8.23 Bilibili BILI ... dd 22.05 +0.43 ... 9.95 2.89 CentessaPharm CNTA ... dd 3.10 –0.54 ... 15.67 5.98 CumulusMedia CMLS ... 4 6.10 –0.07 ...
142.01 71.12 ApplMaterials AMAT .9 15 115.44 +0.67 .26 113.81 68.00 Bio-Techne TECH .4 47 75.96 –0.33 .08 4.38 0.68 Centogene CNTG ... dd 1.05 –0.24 ... 20.49 5.63 CureVac CVAC ... dd 8.91 +0.01 ...
Nasdaq Issues includes stocks traded on the Nasdaq 8.02 0.33 AppliedMolecular AMTI ... dd .53 –0.02 ... 12.15 2.01 BioAtla BCAB ... dd 3.72 +0.07 ... 47.90 35.61 CentralGarden CENT ... 17 43.11 +0.24 ... 3.49 0.47 Curis CRIS ... dd .68 –0.04 ...
Global Select and Nasdaq Global Market tiers. They are 4.56 1.48 AppliedOptoelec AAOI ... dd 2.80 +0.15 ... 16.00 9.27 BioceresCrop BIOX ... dd 11.60 –0.51 ... 44.53 33.69 CentralGardenA CENTA ... 17 40.85 +0.20 ... 74.38 26.52 Cutera CUTR ... dd 33.19 –1.81 ...
eligible for inclusion on the basis of SEC-approved 2.73 0.50 AppliedTherap APLT ... dd 1.02 –0.01 ... 19.30 7.61 BioCryst BCRX ... dd 10.20 –0.11 ... 30.36 5.27 CenturyAluminum CENX ... 6 10.36 +0.14 ... 9.45 3.30 Cvent CVT ... dd 7.89 +0.61 ...
market value of publicly-held shares, trading volume, 66.61 9.14 Applovin APP ... dd 14.99 –0.30 ... 3.37 0.96 Biodesix BDSX ... dd 2.25 +0.45 ... 15.38 4.34 CenturyTherap IPSC ... dd 4.77 +0.27 ... 19.94 4.60 CVRx CVRX ... dd 17.20 +0.07 ...
price and number of market-makers. 13.40 1.10 Appreciate SFR ... dd 1.43 –0.22 ... 311.88 187.16 Biogen BIIB ... 13 278.38 –7.92 ... 2.87 1.53 Ceragon CRNT ... dd 1.94 +0.02 ... 180.01 100.35 CyberArkSoftware CYBR ... dd 146.13 +1.03 ...
D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
8.75 1.67 CymaBayTherap CBAY ... dd 8.10 –0.27 ... 141.20 71.60 EuronetWorldwide EEFT ... 20 110.18 –2.93 ... 10.86 6.26 GCM Grosvenor GCMG 4.7 30 8.64 –0.66 .11 11.00 8.11 HennessyAdvsrs HNNA 6.2 12 8.85 –0.90.1375 507.71 339.36 Intuit INTU .8 62 404.38 –9.14 .78
6.84 1.13 CyteirTherap CYT ... dd 1.52 –0.03 ... 33.31 12.02 EuropeanWax EWCZ .0 83 18.74 +0.57 3.30 48.40 8.41 GDS Holdings GDS ... dd 20.98 –1.54 ... 10.50 9.56 HennessyCapVI HCVI ... 30 10.03 ... ... 51.00 8.55 IntuitiveMachinesA LUNR ... dd 40.70 +31.43 ...
16.05 7.38 CytekBiosci CTKB ... dd 11.54 –1.19 ... 4.36 0.74 EveloBiosci EVLO ... dd .82 –0.01 ... 73.95 53.00 GE HealthCare GEHC ... ... 73.17 +3.93 ... 92.68 64.75 HenrySchein HSIC ... 21 83.14 –2.94 ... 308.97 180.07 IntuitiveSurgical ISRG ... 65 238.91 –6.36 ...
55.80 30.27 Cytokinetics CYTK ... dd 45.71 +2.13 ... 52.09 24.10 Everbridge EVBG ... dd 34.93 +2.97 ... 20.32 8.46 GH Research GHRS ... dd 10.00 –0.03 ... 14.87 10.42 HeritageCommerce HTBK 4.2 11 12.34 +0.24 .13 13.66 3.49 Inventiva IVA ... dd 6.15 –0.32 ...
4.28 1.17 CytomXTherap CTMX ... dd 2.36 –0.18 ... 14.22 5.87 EverCommerce EVCM ... dd 10.27 +0.12 ... 31.70 11.60 G-IIIApparel GIII ... 5 16.55 +1.39 ... 38.85 24.00 HeritageCrystal HCCI ... 12 38.12 –0.47 ... 23.72 18.62 Investar ISTR 1.9 6 20.10 –0.23 .095
15.42 1.53 CyxteraTech CYXT ... dd 2.48 +0.04 ... 10.74 9.98 Evergreen EVGRU ... ... 10.37 ... ... 17.49 3.20 G1Therapeutics GTHX ... dd 4.02 –3.11 ... 34.34 23.45 HeritageFin HFWA 3.1 12 28.71 –0.08 .22 5.72 3.24 InvestcpCredit ICMB13.2 dd 3.93 –0.01 .02
D 10.42 9.93 EvergreenA EVGR ... cc 10.42 +0.10 ... 61.01 36.08 GRAVITY GRVY ... 10 56.11 +8.52 ... 24.35 14.49 HertzGlobal HTZ ... 6 19.46 +1.14 ... 11.39 9.88 InvestcorpEur I A IVCB ... ... 10.38 ... ...
73.13 54.12 Evergy EVRG 3.9 18 62.10 +1.03.6125 4.40 1.56 GSI Tech GSIT ... dd 1.76 –0.19 ... 30.36 20.95 Hesai HSAI ... ... 22.10 –0.10 ... 10.45 9.95 InvestcorpIndiaA IVCA ... 95 10.44 +0.03 ...
3.43 1.08 DBV Tech DBVT ... dd 1.35 +0.05 ... 18.86 5.23 EverQuote EVER ... dd 15.81 +0.31 ... 10.65 9.78 GSRIIMeteoraA GSRM ... dd 10.24 +0.01 ... 75.38 39.58 Hibbett HIBB 1.4 9 71.70 +3.77 .25 210.40 125.80 InvestorsTitle ITIC 1.1 13 161.60 +5.04 3.00
45.99 12.64 DiceTherap DICE ... dd 29.79 +1.73 ... 11.15 4.71 EverspinTech MRAM ... 16 7.14 ... ... 3.00 0.35 GSRIIMeteoraRt GSRMR ... ... 2.00 –0.39 ... 38.21 17.31 HighPeakEner HPK .4 16 27.05 –1.10 .025 6.94 1.42 Invivyd IVVD ... dd 1.95 +0.16 ...
2.02 0.20 DIRTT Envl DRTT ... dd .67 –0.02 ... 14.23 3.64 EVgo EVGO ... dd 6.52 +0.20 ... 7.30 2.05 Gaia GAIA ... cc 2.83 +0.17 ... 24.42 7.90 HilleVax HLVX ... dd 16.33 +0.32 ... 48.82 29.68 IonisPharm IONS ... dd 38.60 –0.40 ...
33.74 12.55 DISH Network DISH ... 5 14.15 +0.48 ... 1.62 0.60 Evogene EVGN ... dd .85 ... ... 6.70 2.33 GainTherap GANX ... dd 4.12 +0.02 ... 12.45 6.60 HillmanSolns HLMN ... cc 9.38 +0.01 ... 18.73 5.42 IovanceBiotherap IOVA ... dd 7.35 –0.01 ...
36.75 13.95 DMC Global BOOM ... dd 25.84 +0.73 ... 14.34 6.51 Evolus EOLS ... dd 9.28 +0.23 ... 72.11 37.24 Galapagos GLPG ... cc 39.43 –1.09 ... 12.36 4.81 HimaxTechs HIMX15.5 6 7.98 +0.30 1.25 7.99 1.65 iQIYI IQ ... dd 6.95 –0.50 ...
2.81 0.59 D-MarketElec HEPS ... dd .95 ... ... 16.46 7.80 Evotec EVO ... dd 9.95 +0.19 ... 2.95 1.04 Galecto GLTO ... dd 2.67 +0.02 ... 368.58 242.99 HinghamSvg HIFS .8 17 292.11 +0.38 .63 169.54 85.74 iRhythmTechs IRTC ... dd 112.73 +8.63 ...
10.36 9.86 DPCapAcqnIA DPCS ... cc 10.35 ... ... 9.44 2.10 Exagen XGN ... dd 2.60 +0.06 ... 2.75 1.12 GaleraTherap GRTX ... dd 1.72 –0.62 ... 20.43 12.46 HollysysAuto HOLI .0 11 18.90 +0.80 .32 5.39 1.96 Iridex IRIX ... dd 2.32 –0.10 ...
10.65 9.78 DuetAcqnA DUET ... dd 10.25 +0.03 ... 11.03 9.83 ExcelFinAcqnA XFIN ... dd 10.32 +0.01 ... 11.18 6.62 Gambling.com GAMB ... 47 9.86 –0.19 ... 86.65 59.78 Hologic HOLX ... 21 82.73 +0.87 ... 65.11 32.88 IridiumComm IRDM .8 cc 64.99 +7.99 .13
34.74 22.09 DXP Ents DXPE ... 14 29.91 –0.79 ... 23.40 14.87 Exelixis EXEL ... 31 17.49 –0.06 ... 10.89 9.92 Games&EsportsA GEEX ... 16 10.43 +0.05 ... 43.45 33.16 HomeBancorp HBCP 2.5 10 39.85 +0.20 .25 17.97 1.02 IrisEnergy IREN ... ... 3.75 +1.99 ...
15.59 2.98 DadaNexus DADA ... dd 10.78 –1.32 ... 50.71 35.19 Exelon EXC 3.3 20 43.05 +2.34 .36 4.72 1.10 GamidaCell GMDA ... dd 1.43 +0.01 ... 10.30 9.70 HomePlateAcqn HPLT ... 19 10.12 ... ... 69.55 35.41 iRobot IRBT ... dd 41.19 –0.27 ...
4.76 1.46 Daktronics DAKT ... dd 4.06 +0.12 ... 191.18 112.14 ExlService EXLS ... 41 170.53 –2.63 ... 54.46 41.97 Gaming&Leisure GLPI 5.4 22 52.68 –1.00 .705 4.65 0.99 HomePtCap HMPT 8.6 dd 1.85 –0.14 .04 12.95 9.73 IronwoodPharm IRWD ... 12 11.85 +0.68 ...
8.49 3.73 DallasNews DALN14.8 dd 4.31 –0.02 .16 28.39 9.96 eXpWorld EXPI 1.2 61 14.78 –0.70 .045 10.60 9.84 GardinerHlthcr GDNR ... cc 10.39 +0.10 ... 52.80 22.44 HomeStreet HMST 5.2 8 26.90 –0.73 .35 6.26 0.60 IsoPlexis ISO ... dd 1.08 –0.07 ...
167.89 61.34 Datadog DDOG ... dd 79.99 –0.53 ... 211.25 82.39 Expedia EXPE ... 51 108.96 +1.32 ... 8.65 5.57 GarrettMotion GTX ... 11 8.36 +0.01 ... 31.11 21.55 HomeTrustBcshs HTBI 1.4 12 28.07 +0.62 .10 37.26 16.21 iTeosTherap ITOS ... 3 18.74 –1.63 ...
52.54 29.60 Dave&Buster's PLAY ... 17 42.70 –0.91 ... 119.90 86.08 ExpeditorsIntl EXPD 1.2 12 111.40 –0.56 .67 30.30 20.12 GenDigital GEN 2.4 23 21.04 –0.37 .125 3.92 1.04 HomologyMed FIXX ... dd 1.51 +0.11 ... 60.61 39.38 Itron ITRI ... dd 57.24 +0.26 ...
395.20 7.54 Dave DAVE ... dd 8.71 –0.24 ... 25.39 7.98 Expensify EXFY ... dd 9.39 –0.02 ... 3.60 0.22 GeneDx WGS ... dd .52 +0.12 ... 6.16 2.54 Honest HNST ... dd 3.01 +0.13 ... 27.52 19.73 IturanLocation ITRN 2.5 12 22.59 +0.79 .14
3.45 0.65 DAVIDsTEA DTEA ... dd .97 –0.07 ... 112.75 80.97 Exponent EXPO 1.0 56 108.80 +3.33 .26 9.59 3.55 GenerationBio GBIO ... dd 4.78 –0.52 ... 220.96 166.63 Honeywell HON 2.0 28 201.42 +0.95 1.03
2.69 1.08 DawsonGeophys DWSN ... dd 1.32 +0.01 ... J
19.28 4.09 Exscientia EXAI ... dd 7.16 –0.91 ... 10.90 9.90 GenesisGrowthA GGAA ... dd 10.40 –0.03 ... 21.62 12.90 HookerFurnishings HOFT 4.1 27 21.37 +0.52 .22
28.35 5.44 DayOneBiopharm DAWN ... dd 20.05 +0.15 ... 21.03 8.49 ExtremeNetworks EXTR ... 53 19.31 +0.80 ... 10.55 9.88 GenesisUnicornA GENQ ... dd 10.48 +0.05 ... 17.33 12.06 HopeBancorp HOPE 4.2 7 13.30 +0.16 .14 27.87 10.65 JakksPacific JAKK ... 4 21.37 +2.04 ...
5.78 1.61 DecibelTherap DBTX ... dd 4.31 –0.01 ... 14.41 2.19 EyePointPharm EYPT ... dd 3.45 –0.61 ... 3.54 0.73 Genetron GTH ... dd 1.00 –0.11 ... 20.78 14.45 HorizonBancorp HBNC 4.0 7 15.88 –0.03 .16 165.90 117.45 J&JSnackFoods JJSF 2.0 64 142.52 +1.87 .70
22.76 6.51 DecipheraPharm DCPH ... dd 14.84 –1.35 ... 10.68 5.51 Ezcorp EZPW ... 14 9.12 +0.19 ... 5.05 3.02 Genfit GNFT ... 5 4.49 –0.20 ... 10.16 10.10 HorizonSpaceI HSPO ... ... 10.14 ... ... 74.99 33.17 JD.com JD .0 cc 53.02 +0.73 1.26
30.11 9.53 DefinitiveHlthcr DH ... dd 12.28 –0.32 ... 47.50 26.19 Genmab GMAB ... 33 40.00 +1.31 ... 1.03 0.10 HorizonSpaceI Rt HSPOR ... ... .13 –0.03 ... 13.55 2.46 Joann JOAN 11.5 dd 3.81 +0.08 .11
10.60 9.82 DenaliCapAcqnA DECA ... ... 10.38 +0.02 ... FG 52.53 21.38 Joyy YY 6.1 5 33.24 –1.61 .51
31.48 23.28 Gentex GNTX 1.7 21 28.65 +0.35 .12 15.98 9.67 HorizonTechFin HRZN10.3 16 12.78 +0.37 .11
39.43 20.24 DenaliTherap DNLI ... dd 30.52 +1.39 ... 57.99 25.20 FARO Tech FARO ... dd 28.57 +1.13 ... 91.19 49.45 Gentherm THRM ... 50 73.19 +1.96 ... 117.49 57.84 HorizonTherap HZNP ... 45 109.93 +0.51 ... 212.62 163.56 JackHenry JKHY 1.2 35 169.00 –1.41 .52
58.70 26.48 DentsplySirona XRAY 1.4 dd 35.84 –0.05 .125 217.41 133.68 F5 FFIV ... 30 146.88 +1.89 ... 7.36 3.76 GeospaceTech GEOS ... dd 5.49 +0.01 ... 21.63 15.10 HostHotels HST 2.8 19 16.94 –1.24 .12 94.68 54.80 JackintheBox JACK 2.2 15 81.54 +3.58 .44
79.08 56.19 DescartesSystems DSGX ... 71 75.14 +1.10 ... 4.03 1.31 FGFinancial FGF ... dd 2.80 –0.05 ... 41.41 32.76 GermanAmBncp GABC 2.5 14 40.09 +1.13 .25 104.67 60.81 HubGroup HUBG ... 9 96.79 +1.69 ... 0.56 ... JaguarGlbGrwI Rt JGGCR ... ... .10 +0.02 ...
26.30 6.51 DesignTherap DSGN ... dd 7.64 +0.60 ... 10.50 9.89 FG Merger FGMC ... dd 10.35 +0.01 ... 3.84 1.00 Geron GERN ... dd 2.81 –0.20 ... 11.70 10.01 HudsonAcqnI HUDA ... dd 10.16 –0.01 ... 11.31 9.82 JaguarGlbGrwI A JGGC ... 61 10.33 –0.01 ...
7.57 3.27 DestinationXL DXLG ... 5 6.22 –0.47 ... 4.06 0.60 FLJ FLJ ... 1 2.34 +0.76 ... 2.32 1.22 GetnetAdquirencia GET 6.7 ... 1.83 +0.08.1238 1.35 0.14 HudsonAcqnIRt HUDAR ... ... .25 +0.03 ... 27.30 19.76 JamesRiver JRVR .9 dd 22.74 +0.13 .05
3.95 3.00 Deswell DSWL 6.6 14 3.03 –0.02 .10 63.52 53.08 FRP Holdings FRPH ... cc 58.30 +0.57 ... 57.54 36.58 GibraltarInds ROCK ... 20 55.52 –0.13 ... 44.00 20.51 HudsonGlobal HSON ... 9 26.30 +0.85 ... 36.18 17.16 JamfHolding JAMF ... dd 20.71 +0.31 ...
134.76 66.89 DexCom DXCM ... cc 114.76 –3.13 ... 10.51 9.70 FTACEmeraldA EMLD ... dd 10.11 –0.01 ... 62.00 4.14 GigaCloudTech GCT ... 36 5.34 +0.40 ... 1.60 0.45 HuizeHolding HUIZ ... dd 1.10 +0.10 ... 23.64 9.39 JanuxTherap JANX ... dd 17.66 –0.76 ...
213.50 160.00 DiamondHillInvt DHIL 3.1 14 191.47 +6.96 4.00 10.56 9.77 FTACZeusAcqnA ZING ... dd 10.18 +0.02 ... 9.11 4.97 GilatSatellite GILT ... dd 5.90 +0.49 ... 8.04 1.96 Humacyte HUMA ... 10 3.13 +0.25 ... 169.98 125.36 JazzPharm JAZZ ... dd 147.73 –2.28 ...
168.95 103.71 DiamondbkEner FANG 2.1 5 134.68 –14.61 1.51 25.22 14.29 FTAI Aviation FTAI 4.9 dd 24.59 –0.06 .33 89.74 57.17 GileadSciences GILD 3.5 23 84.76 –1.94 .75 218.18 153.92 JBHunt JBHT .9 20 188.35 –2.25 .42 16.02 6.18 JetBlue JBLU ... dd 8.62 +0.30 ...
43.68 18.54 DigiIntl DGII ... 52 34.50 +0.24 ... 4.25 2.22 FTAI Infra FIP 3.8 dd 3.17 –0.18 .03 70.96 30.74 GitLab GTLB ... dd 45.45 +3.88 ... 16.04 11.67 HuntingtonBcshs HBAN 4.0 11 15.40 +0.17 .155 28.03 16.36 JFrog FROG ... dd 23.05 –1.10 ...
31.03 12.45 Digimarc DMRC ... dd 22.56 +2.35 ... 6.83 1.78 FTC Solar FTCI ... dd 2.92 +0.20 ... 12.78 8.21 GladstoneCap GLAD 8.6 27 10.47 –0.16 .075 35.15 21.75 Hurco HURC 2.1 23 28.50 –0.74 .15 186.01 0.69 JianzhiEduc JZ ... ... 1.45 +0.01 ...
11.24 9.93 DigitalHealth DHAC ... dd 11.11 +0.11 ... 8.63 0.60 FangddNetwork DUO ... dd .97 –0.09 ... 23.38 15.02 GladstoneComm GOOD 7.3 dd 16.37 –0.04 .10 80.72 43.29 HuronConsulting HURN ... 17 70.13 +1.25 ... 3.79 1.57 Jiayin JFIN ... 1 3.14 +0.06 ...
101.87 14.16 DigitalWorldA DWAC ... dd 15.04 +0.03 ... 8.79 4.31 Fanhua FANH 1.8 75 8.03 +0.28.1453 16.85 11.40 GladstoneInvt GAIN 6.8 10 14.08 +0.02 .08 6.70 0.78 Hut8Mining HUT ... dd 2.01 +0.33 ... 84.56 46.30 JohnsonOutdoors JOUT 1.9 17 66.43 +0.99 .31
36.82 28.36 DimeCommBcshs DCOM 3.1 8 31.06 –0.89 .24 7.85 0.25 FaradayFuture FFIE ... dd .59 –0.10 ... 42.10 17.28 GladstoneLand LAND 3.0 dd 18.64 –0.09.0459 21.13 1.18 Hydrofarm HYFM ... dd 2.02 +0.27 ... 7.94 0.58 JounceTherap JNCE ... dd 1.10 –0.01 ...
97.45 58.52 Diodes DIOD ... 13 94.00 +0.08 ... 7.83 4.24 FarmerBros FARM ... dd 4.55 +0.08 ... 10.60 9.75 GlblBlockchain GBBK ... cc 10.21 +0.04 ... 4.10 0.68 Hyperfine HYPR ... dd 1.35 +0.13 ... 10.68 9.86 JupiterWellnessA JWAC ... cc 10.33 +0.02 ...
25.25 11.60 DiscMedicine IRON ... dd 23.93 –0.32 ... 60.74 43.73 Fastenal FAST 2.6 28 53.44 +1.33 .35 0.11 0.04 GlbBlockchainRt GBBKR ... ... .08 +0.01 ... 7.90 4.93 Hywin HYW ... 5 6.03 +0.09 ... 0.28 0.06 JupiterWellnessRt JWACR ... ... .09 –0.01 ...
55.96 25.66 DistributionSoln DSGR ... 32 46.79 +0.68 ... 10.48 9.80 FatProjectsAcqn FATP ... dd 10.33 –0.04 ... 41.71 15.63 Global-EOnline GLBE ... dd 26.35 –0.91 ... 6.57 1.25 HyzonMotors HYZN ... dd 1.41 –0.14 ... K
10.68 3.95 Diversey DSEY ... dd 5.92 +0.18 ... 43.12 4.02 FateTherap FATE ... dd 6.55 +0.33 ... 12.25 9.96 GlobalStarAcqn GLSTU ... ... 10.36 +0.03 ...
3.28 0.61 DiversifiedHlthcr DHC 4.6 0 .86 +0.19 .01 10.75 9.91 FeutuneLightA FLFV ... ... 10.30 +0.02 ... I 429.46 250.20 KLA KLAC 1.3 16 387.92 –7.76 1.30
11.00 10.00 GlobalStarA GLST ... dd 10.21 +0.02 ... 18.63 3.64 KLX Energy KLXE ... dd 12.70 –1.19 ...
4.44 0.75 DixieGroup DXYN ... dd .98 +0.01 ... 25.69 7.81 FibroGen FGEN ... dd 23.81 –0.41 ... 0.38 0.08 GlobalStarRt GLSTR ... ... .11 ... ... 117.84 41.52 IAC IAC ... dd 52.45 +0.50 ...
35.96 9.03 dLocal DLO ... 53 15.64 –0.55 ... 52.90 34.20 FidelityD&D FDBC 2.9 9 49.98 –0.96 .36 11.52 9.87 GlblTechAcqnI GTAC ... 20 10.37 –0.02 ... 31.40 13.30 IBEX IBEX ... 31 29.64 +4.04 ... 11.88 6.89 KVH Inds KVHI ... 10 9.99 +0.04 ...
53.36 23.40 Docebo DCBO ... cc 37.71 +0.30 ... 10.56 5.89 FiestaRestaurant FRGI ... dd 8.35 –0.62 ... 17.35 10.61 GlobalWaterRscs GWRS 2.1 65 14.16 +0.17.0248 121.28 84.68 ICF Intl ICFI .5 30 105.21 +0.53 .14 10.74 9.82 KairousAcqn KACL ... cc 10.64 ... ...
123.50 39.57 DocuSign DOCU ... dd 64.47 +3.78 ... 48.82 30.92 FifthThirdBncp FITB 3.6 11 36.95 –0.22 .33 79.49 36.81 GlobalFoundries GFS ... 26 67.16 +2.57 ... 251.73 128.90 ICU Medical ICUI ... dd 179.31 –0.98 ... 0.35 0.06 KairousAcqnRt KACLR ... ... .23 –0.03 ...
6.63 0.80 Dogness DOGZ ... 11 .97 –0.03 ... 34.43 22.91 FinInstitutions FISI 4.6 7 25.39 +0.60 .29 10.28 9.85 GlobalinkInvt GLLI ... dd 10.28 +0.01 ... 19.14 8.14 IDEAYA Bio IDYA ... dd 17.69 –0.28 ... 107.41 59.24 KaiserAlum KALU 3.5 dd 88.08 +4.19 .77
177.19 124.76 DollarTree DLTR ... 21 148.04 +1.00 ... 0.22 0.05 FinStrategiesRt FXCOR ... ... .14 +0.07 ... 4.16 0.51 GlycoMimetics GLYC ... dd 1.88 –1.60 ... 560.92 317.06 IdexxLab IDXX ... 62 496.46 +10.73 ... 3.23 1.32 Kaltura KLTR ... dd 2.05 +0.04 ...
57.41 11.35 Domo DOMO ... dd 15.17 +0.73 ... 8.94 0.30 FinchTherap FNCH ... dd .41 –0.08 ... 23.69 11.57 Gogo GOGO ... 8 16.16 +0.38 ... 45.55 24.94 IES Holdings IESC ... 22 42.54 +2.07 ... 17.35 4.12 KalVistaPharm KALV ... dd 8.12 +0.16 ...
17.13 13.05 DonegalGroup A DGICA 4.3 cc 15.24 +0.13 .165 10.80 9.84 FinnovateAcqnA FNVT ... dd 10.36 +0.01 ... 35.98 12.67 IGM Biosci IGMS ... dd 23.00 –0.43 ... 6.01 3.72 Kamada KMDA ... dd 4.35 +0.04 ...
20.18 13.08 DonegalGroup B DGICB 3.9 cc 15.21 –1.54.1475 17.59 2.83 Gogoro GGR ... dd 4.65 +0.34 ... 3.75 2.00 KandiTech KNDI ... dd 2.36 –0.05 ...
10.55 9.90 FintechEcoA FEXD ... cc 10.39 +0.03 ... 30.66 14.46 GolarLNG GLNG ... ... 22.27 –1.59 ... 27.98 3.19 I-Mab IMAB ... dd 4.68 –0.39 ...
32.61 21.30 DorchesterMnls DMLP12.6 9 29.62 –0.94.8843 0.25 0.07 FintechEcoRt FEXDR ... ... .12 –0.02 ... 78.91 48.33 IndusRealty INDT 1.1 28 63.31 –0.10 .18 35.24 9.74 Kanzhun BZ ... cc 22.72 +0.19 ...
119.04 73.32 DormanProducts DORM ... 22 96.87 +2.91 ... 59.96 32.53 GoldenEnt GDEN ... 15 41.52 +1.14 ... 20.00 12.50 KaratPkg KRT .0 13 15.75 +0.33 .35
13.39 8.00 DoubleDown DDI ... dd 9.76 +0.13 ...
21.86 8.20 FinWiseBancorp FINW ... 5 9.45 +0.09 ... 16.46 7.24 GoldenOcean GOGL17.6 4 9.37 –0.36 .20 4.98 1.38 IN8bio INAB ... dd 1.95 +0.02 ...
278.25 92.26 KarunaTherap KRTX ... dd 197.38 +10.96 ...
2.48 0.90 DouYuIntl DOYU ... dd 1.48 –0.03 ...
21.01 10.07 FirstAdvantage FA ... 35 13.58 +0.12 ... 15.93 11.94 GolubCapital GBDC 9.6 20 13.68 –0.01 .33 9.77 2.15 IO Biotech IOBT ... dd 2.62 –0.04 ...
14.73 2.45 KaryopharmTherap KPTI ... dd 3.55 +0.31 ...
49.00 32.90 FirstBancorpNC FBNC 2.1 10 41.73 –0.29 .22 27.50 3.82 GoodRx GDRX ... dd 5.29 +0.05 ... 139.82 79.88 IPG Photonics IPGP ... 66 131.17 +19.61 ...
25.01 9.77 DraftKings DKNG ... dd 20.54 +4.55 ... 32.05 27.42 FirstBancorp FNLC 4.5 8 29.94 –0.31 .34 30.84 18.59 i3Verticals IIIV ... dd 24.37 –2.24 ... 2.70 0.74 Katapult KPLT ... dd .95 –0.01 ...
28.75 5.75 DragonflyEnergy DFLI ... dd 5.85 –2.06 ... 16.68 9.66 Goodyear GT ... 17 11.80 +0.94 ... 13.70 9.00 KearnyFinancial KRNY 4.4 14 10.03 +0.24 .11
36.89 26.95 FirstBancshares FBMS 2.7 11 31.38 +0.58 .21 92.27 29.23 GooseheadIns GSHD ... cc 40.66 +0.35 ... 26.35 8.85 IVERICbio ISEE ... dd 21.95 +0.81 ...
35.45 24.62 DrivenBrands DRVN ... dd 28.71 +0.15 ... 16.76 12.93 FirstBank FRBA 1.7 8 13.88 +0.08 .06 10.24 9.70 IXAcqnA IXAQ ... 18 10.23 +0.01 ... 23.00 13.41 KellyServices A KELYA 1.8 dd 16.91 –1.05 .075
24.99 19.07 Dropbox DBX ... 14 21.22 –2.36 ... 9.42 4.50 GoPro GPRO ... 33 5.68 +0.21 ... 26.64 13.64 KellyServices B KELYB 1.8 dd 16.61 –1.29 .075
27.98 21.66 FirstBusey BUSE 3.9 11 24.84 +0.30 .23 10.76 9.60 GoresIX A GHIX ... 77 10.01 +0.01 ... 55.60 47.17 IcahnEnterprises IEP 14.7 dd 54.27 +0.40 2.00 6.92 4.00 KemPharm KMPH ... dd 5.50 +0.06 ...
24.01 10.04 DuckCreekTech DCT ... dd 18.88 +0.07 ... 39.88 29.85 FirstBusFinSvcs FBIZ 2.5 8 37.06 +1.21.2275 39.73 21.04 Ichor ICHR ... 14 34.45 –0.79 ...
15.07 5.64 DuluthHoldings DLTH ... 17 6.24 –0.13 ... 15.20 1.57 GossamerBio GOSS ... dd 2.21 –0.09 ... 8.69 6.60 KY FirstFedBncp KFFB 5.6 45 7.12 +0.05 .10
885.38 598.01 FirstCitizBcshA FCNCA .4 11 761.50 –2.69 .75 6.03 2.19 Grab GRAB ... dd 3.48 +0.15 ... 29.50 2.10 iClickInteract ICLK ... dd 3.73 –0.04 ... 68.29 24.38 KerosTherap KROS ... dd 54.99 +1.46 ...
113.36 60.50 Duolingo DUOL ... dd 91.34 –0.27 ... 39.39 26.51 FirstCommBkshs FCBC 3.6 11 32.01 +0.01 .29 263.62 171.43 Icon ICLR ... 40 227.57 –4.70 ...
17.48 7.26 DynavaxTechs DVAX ... 5 11.10 +0.05 ... 5.69 1.68 GracellBiotech GRCL ... dd 2.19 +0.02 ... 41.31 33.35 KeurigDrPepper KDP 2.2 28 35.67 +0.39 .20
4.73 2.74 FirstEagleAltCap FCRD 9.6 dd 4.60 +0.02 .11 121.60 78.37 GrandCanyonEduc LOPE ... 21 117.82 +4.93 ... 18.92 2.28 Icosavax ICVX ... dd 9.07 –1.93 ... 20.48 13.55 KewauneeSci KEQU ... dd 15.55 –0.22 ...
15.63 4.30 DyneTherap DYN ... dd 13.17 –0.31 ... 26.72 18.75 FirstFinBncpOH FFBC 3.6 11 25.52 –0.19 .23 21.53 5.85 iHeartMedia IHRT ... dd 7.75 +0.44 ...
10.84 1.59 GraphiteBio GRPH ... dd 2.35 +0.11 ... 7.40 4.00 KeyTronic KTCC ... 14 6.86 –0.45 ...
E 48.29 32.53 FirstFinBkshs FFIN 1.8 23 38.17 +0.81 .17 1.58 0.45 GraybugVision GRAY ... dd .63 –0.07 ... 9.33 1.94 IkenaOncology IKNA ... dd 4.23 +1.50 ... 10.77 9.64 KeyarchAcqn KYCH ... cc 10.24 +0.02 ...
11.32 4.44 ECARX ECX ... 18 4.50 –1.20 ... 49.90 41.50 FirstFinIN THFF 2.4 8 44.86 +0.77 .20 18.00 7.80 GreatElmCap GECC19.5 dd 9.25 –0.06 .45 371.16 173.45 Illumina ILMN ... dd 211.83 +15.25 ... 0.64 ... KeyarchAcqnRt KYCHR ... ... .15 –0.01 ...
11.87 6.00 EDAP TMS EDAP ... cc 11.67 +0.57 ... 17.95 14.25 FirstFinNW FFNW 3.4 11 15.38 –0.01 .13 2.55 1.40 GreatElm GEG ... 41 2.19 +0.16 ... 5.59 0.97 Imara IMRA ... 93 5.26 –0.01 ... 18.55 4.31 KezarLifeSci KZR ... dd 6.65 +0.12 ...
0.19 0.07 EFHuttonAcqnIRt EFHTR ... ... .15 ... ... 26.90 13.17 FirstFoundation FFWM 2.9 8 15.33 –0.28 .11 15.40 5.21 GreatLakesDredge GLDD ... dd 6.33 –0.17 ... 7.43 0.44 iMediaBrands IMBI ... dd .80 –0.05 ... 78.15 49.35 Kforce KFRC 2.3 17 63.00 +4.03 .36
11.37 9.98 EFHuttonAcqnI EFHT ... ... 10.19 +0.02 ... 29.65 20.42 FirstGuarBcshs FGBI 3.0 7 21.02 –0.98 .16 64.16 50.30 GreatSouthernBncp GSBC 2.7 10 58.97 +0.64 .40 8.31 4.28 Immersion IMMR 1.7 19 7.04 –0.06 .03 28.18 16.66 KimballElec KE ... 15 26.07 +0.37 ...
11.11 9.93 EsgenAcqnA ESAC ... 17 10.43 +0.01 ... 29.80 21.21 FirstHawaiian FHB 3.8 13 27.05 –0.04 .26 41.25 26.09 GreenPlains GPRE ... dd 34.64 –0.02 ... 16.17 3.70 Immuneering IMRX ... dd 4.59 +0.81 ... 9.76 6.11 KimballIntl B KBAL 5.0 dd 7.15 +0.01 .09
21.80 15.63 ESSA Bancorp ESSA 3.0 10 20.28 +0.16 .15 50.71 22.01 FirstInternetBncp INBK .9 8 27.69 +0.76 .06 14.75 11.05 GreenPlainsPtrs GPP 14.1 8 12.93 –0.13 .455 13.08 1.11 Immunic IMUX ... dd 2.01 –0.03 ... 7.62 1.77 KingsoftCloud KC ... dd 4.39 –0.20 ...
33.98 21.01 EVO Payments EVOP ... cc 33.83 –0.05 ... 46.34 32.40 FirstInterBanc FIBK 5.1 20 37.13 +0.44 .47 10.75 9.91 GreenVisorI A GVCI ... 18 10.46 +0.06 ... 7.80 2.60 ImmunityBio IBRX ... dd 3.08 –0.77 ... 17.20 7.36 KiniksaPharm KNSA ... 7 14.21 +0.32 ...
22.50 16.00 EagleBncpMT EBMT 3.2 12 17.30 –0.77.1375 45.04 34.07 FirstMerchants FRME 3.0 11 42.29 +0.04 .32 12.68 0.22 GreenidgeGen GREE ... dd .61 –0.04 ... 69.06 21.00 Immunocore IMCR ... dd 62.66 +0.93 ... 15.86 5.17 KinnateBio KNTE ... dd 7.36 +0.58 ...
53.78 24.35 EaglePharm EGRX ... 19 30.80 –0.20 ... 41.53 31.05 FirstMidBcshs FMBH 2.9 9 32.28 +0.65 .23 16.20 0.27 Greenlane GNLN ... dd .40 +0.04 ... 6.63 3.10 Immunogen IMGN ... dd 4.18 –0.17 ... 15.20 2.90 Kirkland's KIRK ... dd 3.40 –0.11 ...
116.80 7.25 Eargo EAR ... dd 7.59 –2.40 ... 23.77 14.22 FirstNWBncp FNWB 1.8 9 15.15 –0.18 .07 15.80 0.72 GreenLightBio GRNA ... dd .76 –0.08 ... 6.50 3.51 ImmunoPrecise IPA ... dd 4.10 –0.11 ... 8.65 1.12 Knightscope KSCP ... ... 1.15 –0.30 ...
90.44 61.65 EastWestBncp EWBC 2.5 10 78.16 +0.54 .48 185.28 59.60 FirstSolar FSLR ... cc 164.28 +0.90 ... 9.96 6.51 GreenlightCapRe GLRE ... 28 9.65 ... ... 20.24 3.15 Immunovant IMVT ... dd 18.34 –0.09 ... 55.63 4.90 KodiakSciences KOD ... dd 7.42 +0.26 ...
22.35 15.25 EasternBankshares EBC 2.5 13 15.72 –0.16 .10 59.94 42.29 1stSource SRCE 2.6 10 50.12 +0.45 .32 13.34 5.71 Grifols GRFS ... cc 10.32 +0.67 ... 3.45 1.47 Immutep IMMP ... dd 1.80 –0.01 ... 95.88 19.44 KornitDigital KRNT ... dd 21.95 –2.41 ...
25.39 17.10 Eastern EML 2.1 10 21.29 –0.60 .11 24.00 16.18 FirstUnited FUNC 3.5 5 20.30 +0.89 .18 28.98 13.53 GrindrodShipping GRIN 23.4 3 14.33 –2.15 5.00 10.75 2.18 ImpelPharm IMPL ... dd 2.22 –0.34 ... 44.87 32.73 KraftHeinz KHC 4.0 21 40.00 +0.37 .40
47.10 2.52 EbangIntl EBON ... 7 8.49 +1.68 ... 18.95 11.57 FirstWatchRest FWRG ... cc 16.27 +0.92 ... 5.85 1.71 Gritstone GRTS ... dd 2.71 –0.07 ... 142.78 39.74 Impinj PI ... dd 129.98 +7.03 ... 22.26 8.90 KratosDefense KTOS ... dd 11.59 +0.44 ...
60.39 35.92 eBay EBAY 1.8 dd 48.24 +0.16 .22 33.50 24.07 FirstWesternFin MYFW ... 12 26.53 –0.61 ... 46.37 24.47 GroceryOutlet GO ... 53 29.64 +0.39 ... 100.00 50.50 InariMedical NARI ... dd 56.00 +2.23 ... 16.06 10.21 KrispyKreme DNUT 1.1 dd 13.11 +0.89 .035
44.42 12.50 Ebix EBIX 1.7 7 17.16 –1.70 .075 100.00 58.30 FirstCash FCFS 1.4 17 91.05 +1.50 .33 25.28 6.22 Groupon GRPN ... dd 7.53 +0.43 ... 90.00 2.60 Incannex IXHL ... dd 2.88 –0.52 ... 8.42 1.35 KronosBio KRON ... dd 2.03 +0.09 ...
26.80 15.26 EchoStar SATS ... 30 18.29 +0.58 ... 3.83 0.89 FirsthandTechVal SVVC ... dd 1.10 +0.04 ... 10.60 9.63 GrowthforGoodA GFGD ... dd 10.13 –0.03 ... 10.35 9.76 InceptionGrowth IGTA ... dd 10.23 ... ... 85.65 47.67 KrystalBiotech KRYS ... dd 78.25 +1.47 ...
14.33 5.41 EdgewiseTherap EWTX ... dd 10.68 +0.75 ... 148.70 112.44 FirstService FSV .6 52 141.90 –1.06 .225 0.25 ... GrowthforGoodRt GFGDR ... ... .05 ... ... 0.19 0.07 InceptionGrowthRt IGTAR ... ... .08 ... ... 62.16 35.95 Kulicke&Soffa KLIC 1.4 10 53.54 –0.28 .19
5.55 0.79 Edgio EGIO ... dd 1.35 –0.04 ... 118.05 87.03 Fiserv FISV ... 30 115.37 –0.27 ... 78.86 46.53 GrAeroportuario OMAB 2.6 21 78.50 +4.76.4944 86.29 65.07 Incyte INCY ... 52 79.00 –0.26 ... 19.93 10.41 KuraOncology KURA ... dd 12.27 –0.21 ...
21.60 7.71 EditasMedicine EDIT ... dd 10.15 +0.39 ... 212.56 109.49 FiveBelow FIVE ... 51 210.47 +8.83 ... 37.91 30.76 GuarantyBcshrs GNTY 2.8 9 31.72 –0.08 .22 91.65 74.28 IndependentBank INDB 2.7 14 81.09 +0.20 .55 96.60 30.95 KuraSushiUSA KRUS ... dd 61.62 +5.85 ...
8.99 2.00 EducDev EDUC10.7 dd 3.73 +0.01 .10 49.50 7.07 5EAdvMatls FEAM ... dd 7.78 –0.27 ... 77.72 24.63 GuardantHealth GH ... dd 28.45 +0.46 ... 24.97 17.87 IndepBankMI IBCP 4.0 8 22.84 –0.08 .23 44.75 13.15 KymeraTherap KYMR ... dd 33.67 +0.47 ...
17.84 3.32 EHang EH ... dd 11.82 –0.69 ... 123.55 46.61 Five9 FIVN ... dd 80.43 +2.73 ... 5.74 3.10 GulfIslandFab GIFI ... dd 4.11 –0.36 ... 78.94 56.22 IndependentBank IBTX 2.5 13 61.06 –1.45 .38
15.68 2.67 eHealth EHTH ... dd 9.21 +0.19 ... 31.73 23.57 FiveStarBncp FSBC 2.1 11 28.65 +0.40 .15 5.05 2.85 Gulf Resources GURE ... 3 3.34 +0.05 ... 23.08 3.05 IndLogistics ILPT .8 dd 4.91 +0.72 .01 L
10.02 0.96 EigerBioPharma EIGR ... dd 2.22 –0.20 ... 25.12 13.63 Flex FLEX ... 13 23.73 –0.71 ... H 10.44 9.83 IndlTechII A ITAQ ... 55 10.33 +0.02 ... 10.71 9.84 LamfGlbI A LGVC ... cc 10.36 –0.01 ...
13.88 2.87 8x8 EGHT ... dd 6.05 +0.34 ... 23.81 13.46 Flexsteel FLXS 2.7 16 22.17 +2.15 .15 9.25 4.26 Infinera INFN ... dd 7.19 ... ... 10.36 9.88 LavaMedtech LVAC ... 7 10.35 +0.02 ...
15.50 2.00 89bio ETNB ... dd 13.97 ... ... 26.78 4.96 FluenceEnergy FLNC ... dd 20.37 –1.59 ... 51.90 26.12 H&E Equipment HEES 2.1 20 51.46 +1.84 .275 1.76 0.44 InfinityPharm INFI ... dd .57 –0.03 ... 7.38 2.28 LavaTherap LVTX ... ... 2.33 –1.18 ...
13.97 8.15 ElPolloLoco LOCO .0 22 12.20 +0.16 1.50 2.36 0.96 Fluent FLNT ... dd 1.65 +0.09 ... 22.90 16.09 HBT Finl HBT 3.0 11 22.72 +0.62 .17 3.28 0.78 InflaRx IFRX ... dd 2.25 +0.24 ... 10.40 9.91 LFCapAcqnIIA LFAC ... cc 10.35 ... ...
244.80 162.01 ElbitSystems ESLT 1.2 37 164.38 +0.21 .50 24.35 18.25 FlushingFin FFIC 4.4 8 19.82 +0.08 .22 10.90 9.87 HCM Acqn A HCMA ... 29 10.40 +0.04 ... 7.76 4.15 InfoSvcsGrp III 3.0 14 5.42 –0.08 .04 134.05 71.73 LGI Homes LGIH ... 7 114.29 +0.76 ...
142.79 109.24 ElectronicArts EA .7 30 112.00 +0.20 .19 32.88 14.56 Flywire FLYW ... dd 24.02 –2.23 ... 3.32 1.75 HCW Biologics HCWB ... dd 1.94 +0.04 ... 102.99 77.73 InglesMarkets IMKTA .7 6 94.94 +0.89 .165 169.84 115.32 LHC Group LHCG ... 83 169.01 +2.97 ...
4.61 0.72 ElevationOnc ELEV ... dd 1.04 +0.04 ... 53.20 30.27 FocusFinPtrs FOCS ... 36 50.12 –0.13 ... 25.95 20.95 HMN Fin HMNF 1.1 12 21.96 –0.04 .06 34.72 7.67 Inhibrx INBX ... dd 23.95 +0.85 ... 10.38 9.85 LIVCapAcqnII A LIVB ... ... 10.38 +0.03 ...
11.51 2.21 EliemTherap ELYM ... dd 2.70 –0.50 ... 10.49 9.85 FocusImpact FIAC ... 22 10.31 +0.02 ... 3.05 0.72 Hookipa HOOK ... dd .93 +0.02 ... 43.82 20.60 InMode INMD ... 20 37.02 +2.40 ... 59.33 42.36 LKQ LKQ 1.9 14 58.84 +2.67 .275
134.40 2.02 EmbarkTech EMBK ... dd 4.62 –0.16 ... 16.50 5.29 FocusUniversal FCUV ... dd 5.74 –0.16 ... 28.40 7.39 HutchmedChina HCM ... ... 16.00 –0.77 ... 3.97 1.90 InnatePharma IPHA ... dd 3.19 –0.13 ... 271.56 140.65 LPL Financial LPLA .5 24 249.99 +9.87 .30
63.00 22.30 Embecta EMBC 1.9 11 31.84 +3.33 .15 18.12 5.32 FoghornTherap FHTX ... dd 6.05 –1.36 ... 53.52 21.98 H World HTHT .0 dd 49.22 –1.78 .21 9.00 2.78 Innodata INOD ... dd 7.33 +1.64 ... 14.98 5.41 LSI Inds LYTS 1.4 19 14.56 +0.46 .05
10.91 9.96 EmbraceChange EMCG ... ... 10.33 ... ... 10.55 9.88 ForbionEuroA FRBN ... dd 10.40 ... ... 24.78 16.92 HackettGroup HCKT 2.0 15 21.67 –0.24 .11 116.00 83.13 Innospec IOSP 1.1 22 115.31 +5.66 .65 15.24 11.82 LakeShoreBancorp LSBK 6.0 12 12.02 –0.66 .18
4.08 0.86 Emcore EMKR ... dd 1.39 +0.05 ... 44.40 18.15 FormFactor FORM ... 50 31.57 +0.09 ... 37.09 15.20 HainCelestial HAIN ... 38 19.12 +0.69 ... 8.03 3.39 InnovAge INNV ... dd 7.66 –0.01 ... 20.02 13.91 LakelandBcp LBAI 2.9 12 19.70 +0.07 .145
10.34 9.79 EM Horizon A HORI ... 14 10.33 ... ... 113.49 70.60 FormulaSys FORTY 1.4 14 73.05 –2.45 .671 10.62 9.94 HainanManaslu HMAC ... cc 10.27 ... ... 11.78 9.92 InnovativeIntlA IOAC ... dd 10.49 +0.02 ... 83.57 64.05 LakelandFin LKFN 2.6 18 70.94 +1.29 .46
28.37 19.21 Enact ACT 2.3 6 24.60 +0.26 .14 59.56 30.29 ForresterRes FORR ... 32 36.03 +4.24 ... 42.22 4.21 HallmarkFin HALL ... dd 8.44 –0.42 ... 9.90 5.77 InnovSolSuprt ISSC ... 26 7.77 –0.82 ... 20.27 11.13 LakelandInd LAKE .8 41 16.00 +0.76 .03
79.50 37.59 EnantaPharma ENTA ... dd 50.63 –2.41 ... 71.52 42.61 Fortinet FTNT ... 57 60.64 +1.03 ... 59.46 32.00 HalozymeTherap HALO ... 34 50.03 +1.11 ... 20.71 11.57 Innoviva INVA ... 4 12.42 +0.16 ... 10.55 9.89 LakeshoreAcqnII LBBB ... dd 10.32 ... ...
72.73 44.06 EncoreCapital ECPG ... 5 57.52 +0.14 ... 10.87 9.97 FortuneRiseA FRLA ... dd 10.49 +0.06 ... 81.63 55.81 HamiltonLane HLNE 2.0 31 80.95 +3.74 .40 36.30 19.08 Inogen INGN ... dd 23.50 ... ... 582.24 299.59 LamResearch LRCX 1.4 13 495.66 –9.341.725
201.95 94.39 EncoreWire WIRE .0 5 199.61 +32.76 .02 117.57 84.04 ForwardAir FWRD .9 15 107.39 +6.69 .24 57.00 41.62 HancockWhitney HWC 2.4 8 50.85 –1.90 .30 4.00 1.38 InovioPharm INO ... dd 1.53 –0.05 ... 119.68 81.10 LamarAdv LAMR 4.5 22 107.73 +1.09 .30
26.34 16.92 EnergyRecovery ERII ... 81 21.67 –0.94 ... 14.58 3.25 Fossil FOSL ... dd 4.40 –0.07 ... 27.35 21.35 HanmiFinancial HAFC 4.2 7 23.88 +0.24 .25 6.81 0.99 InozymePharma INZY ... dd 2.89 +0.43 ... 214.00 116.85 LancasterColony LANC 1.7 53 196.40 +6.65 .85
29.70 17.45 EnlightRenewableEn ENLT ... 78 18.41 +0.66 ... 16.08 9.00 FosterLB FSTR ... dd 12.81 +0.59 ... 24.68 18.44 HanoverBancorp HNVR 2.0 6 19.56 +0.08 .10 5.09 0.75 Inseego INSG ... dd .95 ... ... 26.50 20.67 LandmarkBncp LARK 3.6 12 23.03 +0.05 .21
26.30 6.50 Enovix ENVX ... dd 8.69 +0.42 ... 26.49 5.32 4D Molecular FDMT ... dd 21.01 +0.77 ... 15.57 12.82 HarborOneBncp HONE 2.0 14 13.90 +0.22 .07 132.04 81.11 InsightEnt NSIT ... 17 130.52 +4.01 ... 188.47 137.15 LandstarSystem LSTR .7 16 183.59 +2.56 .30
339.92 118.57 EnphaseEnergy ENPH ... 75 204.99 –7.08 ... 43.57 28.02 FoxA FOXA 1.4 14 37.03 +1.22 .25 15.80 8.25 Harmonic HLIT ... 54 13.57 –0.22 ... 28.94 16.41 Insmed INSM ... dd 20.61 +0.99 ... 87.47 28.47 Lantheus LNTH ... 40 59.72 +1.45 ...
99.52 70.29 EnsignGroup ENSG .3 23 91.32 +0.85.0575 39.87 26.35 FoxB FOX 1.5 13 34.22 +1.02 .25 62.09 33.04 HarmonyBio HRMY ... 19 49.27 +2.11 ... 78.25 0.97 Inspirato ISPO ... dd 1.37 +0.17 ... 10.80 3.96 LanzaTechGlobal LNZA ... cc 4.15 –3.15 ...
286.89 169.04 Enstar ESGR ... dd 246.97 +5.86 ... 131.72 69.28 FoxFactory FOXF ... 27 122.73 +5.00 ... 5.60 0.59 HarpoonTherap HARP ... dd .85 –0.27 ... 12.32 0.47 InstilBio TIL ... dd .81 +0.01 ... 14.27 4.75 Largo LGO ... 29 6.66 +0.54 ...
141.82 61.75 Entegris ENTG .5 56 85.48 +1.72 .10 45.52 22.67 Franchise FRG 8.3 18 30.06 –1.01 .625 20.31 5.40 HarrowHealth HROW ... dd 17.88 –0.74 ... 320.00 181.00 Insulet PODD ... cc 296.00 +1.17 ... 6.85 1.53 LarimarTherap LRMR ... dd 6.14 –0.52 ...
41.96 28.57 EnterpriseBncp EBTC 2.6 10 35.49 –0.11 .23 96.92 68.27 FranklinElec FELE .9 24 96.40 +5.23 .225 17.88 6.40 Harte-Hanks HHS ... 6 11.12 +0.24 ... 39.49 13.52 Intapp INTA ... dd 38.97 +4.96 ... 10.51 9.88 LatAmGrowthA LATG ... 17 10.40 +0.05 ...
56.35 39.64 EnterpriseFinSvcs EFSC 1.8 10 55.67 +1.00 .25 6.90 3.07 FreightCarAmer RAIL ... dd 3.92 +0.31 ... 6.49 1.98 HarvardBioSci HBIO ... dd 3.02 –0.18 ... 68.29 40.67 IntegraLifeSci IART ... 28 57.54 –0.49 ... 5.62 0.53 Latch LTCH ... dd .85 ... ...
10.95 9.87 Ent4.0TechAcqnA ENTF ... ... 10.38 +0.01 ... 9.75 4.92 FrequencyElec FEIM .0 dd 6.11 –0.02 1.00 99.85 54.65 Hasbro HAS 4.7 41 59.36 +1.98 .70 10.65 9.77 IntegralAcqn1 INTE ... dd 10.18 ... ... 17.93 2.75 Latham SWIM ... 60 4.01 +0.15 ...
3.32 0.51 EnthusiastGaming EGLX ... dd .68 –0.09 ... 5.59 0.63 FrequencyTherap FREQ ... dd .67 –3.26 ... 60.93 21.50 HashiCorp HCP ... dd 30.69 +0.44 ... 19.26 6.63 IntegralAd IAS ... dd 10.89 +0.75 ... 92.55 43.41 LatticeSemi LSCC ... 71 87.10 +6.04 ...
24.38 5.12 EntradaTherap TRDA ... dd 11.06 –5.12 ... 118.77 36.02 Freshpet FRPT ... dd 67.31 +4.74 ... 21.71 9.64 HawaiianHoldings HA ... dd 10.51 +0.04 ... 52.51 24.59 Intel INTC 5.3 14 27.61 –0.19 .365 13.35 9.24 LaureateEduc LAUR .0 42 10.76 +0.23 .68
62.82 40.37 ePlus PLUS ... 14 56.50 +0.93 ... 21.26 10.51 FreshworksA FRSH ... dd 15.76 –0.06 ... 48.12 33.31 Hawkins HWKN 1.5 15 41.37 +0.72 .15 103.06 32.44 IntelliaTherap NTLA ... dd 40.38 +0.41 ... 11.58 0.46 Leafly LFLY ... 7 .63 +0.10 ...
7.99 5.38 EpsilonEnergy EPSN 4.6 4 5.45 –0.30.0625 35.54 19.06 Frontdoor FTDR ... 33 28.41 +1.08 ... 26.60 21.06 HawthornBcsh HWBK 2.8 8 24.69 –0.20 .17 3.60 1.33 Intellicheck IDN ... dd 2.53 –0.06 ... 2.18 0.40 LeapTherap LPTX ... dd .60 ... ...
6.05 1.87 EQRx EQRX ... dd 2.25 +0.02 ... 30.83 20.83 FrontierComms FYBR ... 14 27.99 –0.56 ... 58.36 29.00 HaynesIntl HAYN 1.6 14 55.14 +1.72 .22 10.34 9.90 IntelligentMedA IQMD ... ... 10.23 –0.02 ... 36.50 15.70 LeeEnterprises LEE ... dd 19.00 +0.40 ...
4.19 0.79 Equillium EQ ... dd 1.11 –0.03 ... 15.25 8.19 Frontier ULCC ... dd 11.18 –0.42 ... 28.46 6.40 HealthCatalyst HCAT ... dd 13.52 –0.36 ... 4.63 1.72 Inter INTR ... ... 2.23 +0.01 ... 27.79 11.96 LegacyHousing LEGH ... 8 20.35 +0.35 ...
776.35 494.89 Equinix EQIX 1.9 93 716.76 –12.99 3.41 7.33 2.47 FuelCell FCEL ... dd 3.57 +0.14 ... 10.85 9.82 HealthcareAI A HAIA ... 14 10.36 +0.01 ... 123.39 64.52 InterParfums IPAR 1.7 37 118.16 +4.21 .50 16.53 7.37 LegalZoom LZ ... dd 8.46 +0.48 ...
38.04 28.06 EquityBcshs EQBK 1.1 9 31.73 +1.26 .10 24.79 3.21 FulcrumTherap FULC ... dd 12.17 –0.57 ... 20.54 11.55 HealthcareSvcs HCSG .0 31 14.33 +1.82 .215 88.97 52.18 InteractiveBrkrs IBKR .5 23 86.72 +0.51 .10 57.72 30.76 LegendBiotech LEGN ... dd 50.01 +1.01 ...
12.80 3.60 Erasca ERAS ... dd 3.89 –0.01 ... 65.32 28.53 FulgentGenetics FLGT ... 4 33.20 +0.25 ... 79.20 50.35 HealthEquity HQY ... dd 66.07 +3.12 ... 21.86 10.81 InterceptPharm ICPT ... 3 20.03 –0.83 ... 56.38 38.32 LeMaitreVascular LMAT 1.0 53 50.40 +1.94 .125
286.50 158.46 ErieIndemnity A ERIE 2.0 44 241.69 +0.72 1.19 18.91 13.72 FultonFin FULT 3.5 10 17.37 +0.06 .15 26.62 18.51 HealthStream HSTM ... 81 24.53 +0.34 ... 7.59 3.12 Intercure INCR ... 14 3.18 –0.42 ... 129.30 17.60 LendingTree TREE ... dd 41.27 –2.33 ...
2.18 0.30 ErytechPharma ERYP ... dd .92 +0.12 ... 27.79 7.60 Funko FNKO ... 12 11.46 +0.87 ... 18.17 12.78 HeartlandExp HTLD .5 10 16.83 +0.77 .02 74.74 40.23 InterDigital IDCC 1.9 24 74.30 +1.94 .35 16.70 7.51 LeonardoDRS DRS ... 5 13.16 –0.35 ...
14.69 9.25 Escalade ESCA 4.6 9 13.08 +0.51 .15 10.83 2.70 FusionFuelGreen HTOO ... ... 3.28 –0.24 ... 51.61 39.27 HeartlandFinUSA HTLF 2.4 12 50.11 +0.21 .30 15.05 8.90 Interface TILE .3 10 11.43 +0.03 .01 6.07 3.02 LesakaTech LSAK ... dd 4.58 +0.17 ...
8.87 3.80 EsperionTherap ESPR ... dd 5.92 +0.30 ... 8.18 1.98 FusionPharm FUSN ... dd 4.83 +1.39 ... 43.97 22.79 Heidrick&Strug HSII 1.9 8 31.44 +0.40 .15 53.71 38.00 IntlBcshs IBOC 2.7 12 46.26 –0.21 .63 21.91 11.43 Leslie's LESL ... 18 13.56 +0.18 ...
4.50 1.95 EtonPharm ETON ... dd 3.47 +0.06 ... 72.20 21.23 Futu FUTU ... 22 47.31 +1.41 ... 221.71 82.94 HelenofTroy HELE ... 19 116.72 +13.34 ... 7.51 4.29 Intevac IVAC ... dd 7.40 +0.12 ... 3.48 1.31 LexiconPharm LXRX ... dd 2.43 +0.15 ...
163.84 67.01 Etsy ETSY ... dd 129.68 –2.45 ... 10.50 9.95 FutureTechIIA FTII ... cc 10.34 –0.01 ... 11.54 4.10 HelloGroup MOMO .0 dd 9.49 –0.43 .62 66.00 42.42 Intra-Cellular ITCI ... dd 50.01 +1.34 ... 3.86 1.26 LexinFintech LX ... 5 2.80 –0.25 ...
D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA

41.49 12.52 LiAuto LI ... dd 24.04 +0.19 ... 5.96 2.11 MicroVision MVIS ... dd 2.81 +0.04 ... 23.27 3.82 Novonix NVX ... dd 4.17 –0.33 ... 10.79 1.73 Personalis PSNL ... dd 3.36 –0.17 ... 800.48 538.01 RegenPharm REGN ... 20 748.74 –8.87 ...
6.24 1.07 LianBio LIAN ... dd 2.13 –0.02 ... 34.99 24.81 MidPennBancorp MPB 2.6 9 31.34 –0.12 .20 10.37 9.94 NubiaBrandA NUBI ... ... 10.35 +0.01 ... 22.75 8.72 PetcoHealth WOOF ... 33 10.83 –0.27 ... 35.36 12.65 RelayTherap RLAY ... dd 18.45 –1.11 ...
146.95 68.15 LibertyBroadbandA LBRDA ... 11 92.74 +0.38 ... 13.73 10.01 MidCapFin MFIC 12.0 17 12.37 +0.16 .37 3.15 0.52 NuCana NCNA ... dd 1.63 +0.07 ... 25.40 6.66 PetIQ PETQ ... dd 10.17 –0.48 ... 38.68 1.81 RelmadaTherap RLMD ... dd 3.67 –0.07 ...
149.89 68.67 LibertyBroadbandC LBRDK ... 11 92.42 +0.12 ... 194.65 120.30 Middleby MIDD ... 21 155.09 +2.78 ... 19.91 7.52 NurixTherap NRIX ... dd 9.72 –1.93 ... 29.53 17.08 PetMedExpress PETS 6.0 36 19.95 +0.81 .30 13.55 6.66 RemitlyGlobal RELY ... dd 11.76 –0.29 ...
28.48 15.22 LibertyGlobal A LBTYA ... 2 20.94 –0.33 ... 109.51 74.20 MiddlesexWater MSEX 1.5 36 86.17 +1.18.3125 33.73 13.44 Nutanix NTNX ... dd 28.37 –0.28 ... 15.00 6.10 Pharming PHAR ... 26 11.03 –2.67 ... 10.50 1.05 Renalytix RNLX ... dd 3.39 +0.36 ...
28.23 16.16 LibertyGlobal C LBTYK ... 2 21.43 –0.40 ... 30.48 23.48 MidlandStBncp MSBI 4.6 6 26.37 +0.07 .30 40.43 7.09 Nuvalent NUVL ... dd 32.53 +3.86 ... 27.50 1.77 Pharvaris PHVS ... ... 8.69 –0.79 ... 41.77 27.61 Renasant RNST 2.4 13 37.38 +0.16 .22
11.59 5.90 LibertyLatAmA LILA ... dd 9.23 –0.08 ... 35.58 27.17 MidWestOneFin MOFG 3.1 8 31.22 +0.12.2425 60.47 35.17 Nuvasive NUVA ... dd 44.40 ... ... 19.37 6.10 PhathomPharm PHAT ... dd 9.71 +1.58 ... 5.30 1.79 ReneoPharm RPHM ... dd 3.00 –0.01 ...
11.42 5.88 LibertyLatAmC LILAK ... dd 9.26 –0.08 ... 9.85 3.39 MilestonePharm MIST ... dd 3.70 –0.17 ... 79.13 23.71 Nuvei NVEI ... 80 32.86 –0.28 ... 43.00 30.53 Phenixfin PFX .0 dd 37.49 +2.49 .121 8.97 5.02 ReNewEnergy RNW ... dd 5.61 –0.03 ...
65.81 45.01 LibertyFormOne A FWONA ... dd 63.10 –1.20 ... 41.10 15.54 MillerKnoll MLKN 3.1 23 24.09 +1.17.1875 289.46 108.13 NVIDIA NVDA .1 91 213.88 +1.23 .04 21.63 11.75 PhibroAnimal PAHC 2.9 18 16.37 +0.62 .12 41.10 16.82 Rent-A-Center RCII 4.9 94 27.98 +0.87 .34
73.22 50.00 LibertyFormOne C FWONK ... dd 70.01 –1.45 ... 27.88 10.22 MillicomIntl TIGO ... 49 19.64 +1.00 ... 20.03 4.50 Nyxoah NYXH ... dd 4.69 –0.20 ... 36.31 27.07 PhillipsEdison PECO 3.3 87 34.24 +0.47.0933 7.49 1.10 RenttheRunway RENT ... dd 3.79 +0.16 ...
35.94 24.50 LibertyBraves A BATRA ... 31 34.40 +0.34 ... 3.22 2.03 Mind CTI MNDO 11.2 9 2.32 –0.02 .26 O 11.76 9.95 PhoenixBiotech PBAX ... dd 10.61 +0.06 ... 18.68 8.07 RepareTherap RPTX ... dd 11.50 –0.66 ...
35.41 23.34 LibertyBraves C BATRK ... 30 33.92 +0.31 ... 21.98 17.37 MineralysTherap MLYS ... ... 17.93 –0.51 ... 25.81 13.87 Photronics PLAB ... 9 18.02 –0.30 ... 262.26 137.21 Repligen RGEN ... 66 190.00 +6.17 ...
51.86 33.41 LibertySirius A LSXMA ... 12 33.86 –1.24 ... 6.04 0.15 MinervaSurgical UTRS ... dd .43 –0.05 ... 53.59 28.85 ODP ODP ... dd 52.19 +1.97 ... 34.66 20.23 Pilgrim'sPride PPC ... 8 24.89 +0.53 ... 29.52 13.05 Replimune REPL ... dd 24.82 –0.11 ...
51.63 36.01 LibertySirius B LSXMB ... 14 37.94 –0.29 ... 101.30 32.96 MiratiTherap MRTX ... dd 48.36 –0.77 ... 14.50 10.25 OP Bancorp OPBK 4.2 5 11.50 –0.06 .12 102.12 67.86 PinnacleFinPtrs PNFP 1.1 11 78.30 –1.51 .22 50.16 38.17 RepublicBcpKYA RBCAA 3.3 9 45.91 +0.31 .374
51.92 33.36 LibertySirius C LSXMK ... 12 33.84 –1.08 ... 30.55 17.32 MirumPharm MIRM ... dd 23.83 +0.16 ... 3.78 1.03 OPKO Health OPK ... dd 1.18 –0.07 ... 3.91 0.25 PintecTech PT ... dd .52 +0.09 ... 5.67 1.96 RepublicFirstBncp FRBK ... 9 2.07 –0.03 ...
10.44 9.94 LibertyRscsA LIBY ... dd 10.44 +0.04 ... 87.90 1.26 Missfresh MF ... ... 1.78 +0.04 ... 11.02 9.75 OPYAcqnIA OHAA ... dd 10.36 +0.23 ... 3.33 1.34 Pixelworks PXLW ... dd 1.77 +0.02 ... 10.84 4.42 ReservoirMedia RSVR ... 50 6.99 –0.22 ...
93.67 8.43 LibertyTripAdvB LTRPB ... 37 26.29 –1.44 ... 16.96 11.04 MissionProduce AVO ... dd 12.33 +0.34 ... 873.94 562.90 OReillyAuto ORLY ... 26 873.01 +47.69 ... 13.28 9.10 PlainsAllAmPipe PAA 8.2 11 13.02 +0.29.2675 23.18 15.38 ResourcesConnect RGP 3.1 8 18.30 +0.52 .14
2.32 0.57 LibertyTripAdvA LTRPA ... 2 1.19 –0.33 ... 48.11 24.85 Mobileye MBLY ... dd 43.95 +2.05 ... 103.17 69.31 OSI Systems OSIS ... 16 96.01 +1.92 ... 13.71 9.39 PlainsGP PAGP 8.0 13 13.40 +0.02.2675 20.00 13.35 RetailOppor ROIC 4.1 35 14.65 –0.52 .15
12.04 5.76 LifecoreBiomed LFCR ... dd 5.97 ... ... 10.91 9.96 MobivAcqn MOBV ... ... 10.33 –0.01 ... 4.90 2.85 O2MicroIntl OIIM ... 51 4.87 +0.30 ... 9.81 5.35 PlayaHotels PLYA ... 18 7.73 +0.22 ... 8.52 0.76 ReunionNeuro REUN .0 dd 1.16 –0.10 .017
3.97 1.72 LifeMD LFMD ... dd 1.90 +0.05 ... 217.25 115.03 Moderna MRNA ... 6 166.60 –2.68 ... 22.83 17.59 OaktreeSpec OCSL10.2 cc 20.54 +0.63 .55 6.60 3.24 Playstudios MYPS ... dd 4.29 –0.11 ... 35.99 11.27 RevanceTherap RVNC ... dd 33.78 +1.54 ...
11.25 4.22 LifeStanceHealth LFST ... dd 5.45 +0.47 ... 121.54 73.06 ModivCare MODV ... dd 98.55 –8.33 ... 7.29 1.28 Oatly OTLY ... dd 2.21 +0.12 ... 21.45 7.81 Playtika PLTK ... 14 9.89 +0.09 ... 10.40 9.66 RevelstoneCapA RCAC ... cc 10.17 ... ...
14.05 6.38 LifetimeBrands LCUT 2.1 dd 8.02 +0.20.0425 25.88 5.50 MolecularPtrs MOLN ... 2 6.28 –0.39 ... 24.93 18.24 OceanFirstFin OCFC 3.3 10 24.60 +0.26 .20 115.36 74.53 Plexus PLXS ... 18 100.18 +1.25 ... 31.37 14.08 RevolutionMed RVMD ... dd 25.59 +1.01 ...
9.00 4.55 LifewayFoods LWAY ... cc 5.66 +0.08 ... 18.48 5.14 Momentive MNTV ... dd 7.26 –0.30 ... 6.53 2.57 OcularTherapeutix OCUL ... dd 6.27 +2.40 ... 36.64 3.97 PliantTherap PLRX ... dd 31.43 –0.30 ... 32.50 24.54 ReynoldsCnsmr REYN 3.3 23 28.15 –0.06 .23
83.95 46.83 LigandPharm LGND ... dd 73.67 +3.58 ... 4.74 0.70 Momentus MNTS ... dd .88 –0.01 ... 26.22 12.17 OfficePropIncm OPI 12.5 dd 17.62 +1.45 .55 13.36 4.00 PolestarAuto PSNY ... dd 5.38 –0.24 ... 34.99 3.04 RhythmPharm RYTM ... dd 26.60 –1.17 ...
68.84 40.10 Light&Wonder LNW ... dd 64.32 –0.19 ... 94.26 54.01 MonarchCasino MCRI25.3 18 79.01 +0.74 5.00 32.49 22.68 OhioValleyBanc OVBC 3.2 10 26.25 –1.45 .21 6.90 0.65 PolyPid PYPD ... dd .73 –0.03 ... 4.84 2.19 RibbonComms RBBN ... dd 4.48 +0.96 ...
5.52 1.07 Lilium LILM ... ... 1.11 –0.06 ... 212.00 73.58 monday.com MNDY ... dd 153.11 +21.93 ... 188.90 44.12 Okta OKTA ... dd 74.01 –2.38 ... 10.72 9.04 PonceFinl PDLB ... dd 9.23 +0.03 ... 27.24 11.01 RichardsonElec RELL 1.0 15 23.91 +1.61 .06
15.14 10.44 Limoneira LMNR 2.0 dd 14.88 +0.59 .075 16.98 6.74 Mondee MOND ... dd 12.27 +0.69 ... 19.47 3.80 Olaplex OLPX ... 13 5.49 –0.87 ... 10.88 9.95 PonoCapTwoA PTWO ... ... 10.33 +0.02 ... 3.52 0.64 RigelPharm RIGL ... dd 1.57 –0.08 ...
7.95 4.59 LincolnEduc LINC ... 8 6.72 +0.37 ... 68.81 54.72 Mondelez MDLZ 2.3 34 66.85 +1.35 .385 381.81 231.31 OldDomFreight ODFL .5 29 354.84 +5.84 .40 488.75 278.10 Pool POOL 1.1 20 376.58 +7.34 1.00 7.25 3.50 RiminiStreet RMNI ... 6 4.91 +0.20 ...
176.52 118.17 LincolnElectric LECO 1.5 24 176.29 +3.95 .64 10.96 9.18 MoneyGram MGI ... 65 10.85 ... ... 20.19 14.22 OldNatlBncp ONB 3.1 13 18.01 +0.20 .14 2.20 0.72 PopCulture CPOP ... 9 .99 +0.04 ... 8.00 6.08 RiverviewBncp RVSB 3.4 8 7.15 –0.11 .06
14.00 6.54 LionheartIII A LION ... dd 6.60 –0.83 ... 471.96 135.15 MongoDB MDB ... dd 213.13 +2.43 ... 17.80 12.91 Old2ndBcp OSBC 1.2 25 17.35 +0.31 .05 92.51 62.55 Popular BPOP 3.0 5 73.04 +2.82 .55 69.10 15.28 Rivian RIVN ... dd 20.22 +1.37 ...
22.59 11.39 LiquiditySvcs LQDT ... 11 13.10 –0.04 ... 541.39 301.69 MonolithicPower MPWR .8 56 502.09 +10.07 1.00 6.08 2.00 OlemaPharm OLMA ... dd 4.55 +0.01 ... 28.93 14.84 Portillo's PTLO ... dd 23.40 +2.05 ... 16.49 6.81 Robinhood HOOD ... dd 10.35 +0.37 ...
281.78 192.19 Littelfuse LFUS .9 18 269.55 +2.07 .60 55.70 37.49 Monro MNRO 2.1 38 54.40 +1.56 .28 26.47 8.39 OlinkHolding OLK ... dd 22.20 +0.73 ... 25.02 19.26 PortmanRidge PTMN 11.7 dd 22.89 +0.15 .67 23.48 7.57 RocketPharm RCKT ... dd 19.49 –0.21 ...
88.00 41.82 LivaNova LIVN ... dd 55.90 +0.96 ... 105.45 71.78 MonsterBev MNST ... 46 104.18 +1.38 ... 72.27 37.67 Ollie'sBargain OLLI ... 39 58.00 +2.22 ... 8.82 1.82 PoseidaTherap PSTX ... dd 6.93 –0.59 ... 48.91 18.00 RockyBrands RCKY 2.2 8 28.36 +0.03 .155
26.97 7.96 LivePerson LPSN ... dd 14.23 +0.12 ... 15.54 6.05 MonteRosaTherap GLUE ... dd 6.90 ... ... 50.07 22.62 OlympicSteel ZEUS 1.0 5 49.28 +2.98 .125 8.19 4.31 Potbelly PBPB ... dd 7.60 –0.08 ... 8.49 4.90 RockyMtnChoc RMCF ... dd 5.05 –0.11 ...
5.19 1.40 LiveVox LVOX ... dd 2.68 –0.02 ... 10.65 9.91 MontereyBioAcqn MTRY ... dd 10.58 +0.04 ... 156.48 77.28 OmegaFlex OFLX 1.0 51 125.60 +12.57 .32 58.13 39.10 PotlatchDelt PCH 3.8 10 47.22 –0.58 .45 10.00 2.52 RoivantSciences ROIV ... dd 8.62 +0.65 ...
5.70 1.82 LixiangEduc LXEH ... ... 2.44 +0.01 ... 10.20 9.80 MontereyCapA MCAC ... dd 10.19 +0.05 ... 12.26 1.98 OmegaTherap OMGA ... dd 6.10 +0.17 ... 46.00 18.81 PowellIndustries POWL 2.4 29 43.21 +0.71.2625 141.93 38.26 Roku ROKU ... dd 71.56 +16.66 ...
2.34 0.38 Lizhi LIZI ... 5 .96 –0.07 ... 0.30 0.08 MontereyCapRt MCACR ... ... .18 –0.03 ... 7.75 1.74 Omeros OMER ... dd 4.48 –0.57 ... 10.65 9.70 Pwr&Digital II A XPDB ... dd 10.19 +0.01 ... 42.66 4.06 Root ROOT ... dd 6.18 +0.41 ...
25.65 14.43 LoganRidgeFin LRFC ... dd 23.45 +0.33 ... 293.64 207.11 Morningstar MORN .6 83 238.00 +2.26 .375 10.50 1.91 OmniAb OABI ... dd 3.68 –0.20 ... 98.92 59.16 PowerIntegrations POWI .9 28 82.66 +0.02 .19 11.89 9.92 RoseHillAcqn ROSE ... 18 10.35 +0.05 ...
10.60 9.62 LogisticsInnovA LITT ... 30 10.09 +0.01 ... 45.35 19.23 Morphic MORF ... dd 41.92 +6.57 ... 138.50 46.11 Omnicell OMCL ... 53 54.01 –1.09 ... 3.97 2.06 PowerFleet PWFL ... dd 2.72 –0.07 ... 122.45 69.24 RossStores ROST 1.1 28 115.69 +0.51 .31
78.96 41.81 LogitechIntl LOGI 1.7 22 57.83 +0.77.9781 7.45 3.17 MorphoSys MOR ... dd 4.69 –0.28 ... 11.55 9.79 OmniLitAcqnA OLIT ... cc 10.20 +0.05 ... 10.60 9.94 PowerUpAcqn PWUP ... cc 10.42 +0.01 ... 10.64 9.76 RothCHAcqnV ROCL ... dd 10.23 ... ...
6.47 2.70 LongboardPharm LBPH ... dd 5.01 +0.63 ... 19.93 9.80 MotorcarParts MPAA ... dd 13.39 –0.06 ... 87.55 44.76 ON Semi ON ... 19 81.86 –1.94 ... 14.00 1.48 PraxisPrecision PRAX ... dd 3.46 –0.48 ... 6.52 3.14 Rover ROVR ... 96 3.93 +0.04 ...
10.69 2.05 LoopIndustries LOOP ... dd 2.20 +0.08 ... 15.05 8.22 MountRainierAcqn RNERU ... ... 8.93 –0.36 ... 2.70 0.23 Oncorus ONCR ... dd .41 –0.01 ... 2.90 1.12 Precigen PGEN ... dd 1.39 –0.29 ... 147.70 84.54 RoyalGold RGLD 1.2 33 121.94 –1.83 .375
3.79 0.87 LordstownMotors RIDE ... dd 1.30 +0.04 ... 16.98 7.88 MountRainier RNER ... dd 8.90 –0.10 ... 15.80 5.82 1-800-FLOWERS FLWS ... cc 10.81 +0.95 ... 4.61 0.95 PrecisionBio DTIL ... dd 1.22 +0.11 ... 44.75 36.15 RoyaltyPharma RPRX 2.1 cc 37.84 –0.26 .20
4.21 0.15 Lottery.com LTRY ... dd .72 +0.05 ... 10.66 10.01 MountainI A MCAA ... dd 10.52 –0.01 ... 7.24 5.11 180DegreeCap TURN ... dd 5.45 +0.10 ... 80.66 64.10 PreferredBankLA PFBC 3.0 8 72.79 +0.65 .55 6.18 0.14 RubiusTherap RUBY ... dd .17 –0.03 ...
63.41 17.60 Lovesac LOVE ... 14 29.02 +1.16 ... 0.30 0.03 MountainCrestVRt MCAGR ... ... .14 ... ... 17.55 5.94 1LifeHealthcare ONEM ... dd 16.01 +0.93 ... 96.00 54.97 PreformedLine PLPC .8 10 94.67 +2.59 .20 62.20 42.72 RushEnt A RUSHA 1.4 9 60.16 +4.84 .21
25.43 0.71 LoyaltyVentures LYLT ... dd 1.70 –0.05 ... 10.45 9.69 MountainCrestV MCAG ... dd 10.35 +0.09 ... 4.00 1.37 111 YI ... dd 2.99 +0.02 ... 10.72 3.87 PreludeTherap PRLD ... dd 5.84 –0.13 ... 65.60 44.18 RushEnt B RUSHB 1.3 9 62.72 +2.67 .21
3.96 1.11 LucidDiag LUCD ... dd 1.32 +0.04 ... 10.76 3.01 Movella MVLA ... 13 4.69 –3.89 ... 11.41 4.77 1stdibs.com DIBS ... dd 5.33 +0.07 ... 32.89 23.45 PremierFinl PFC 5.0 9 24.91 –0.13 .31 24.93 14.65 RuthsHospitality RUTH 3.6 15 17.68 +0.78 .16
29.05 6.09 Lucid LCID ... dd 10.93 +0.90 ... 17.75 1.80 MultiMetaVerse MMV ... dd 1.82 –0.04 ... 54.54 27.10 OneWaterMarine ONEW ... 4 30.15 +0.84 ... 38.98 30.82 Premier PINC 2.5 23 33.42 +1.01 .21 16.99 9.78 RxSight RXST ... dd 13.90 +1.08 ...
5.67 0.11 LuciraHealth LHDX ... dd .28 +0.01 ... 10.65 9.93 MurphyCanyonA MURF ... dd 10.34 –0.02 ... 2.98 0.34 Ontrak OTRK ... dd .87 –0.03 ... 8.75 1.14 Prenetics PRE ... dd 1.17 –0.25 ... 110.97 55.90 Ryanair RYAAY ... 16 94.27 +0.92 ...
21.29 2.16 Lulu'sFashion LVLU ... dd 3.30 +0.34 ... 12.11 3.37 Mynaric MYNA ... dd 6.51 +1.06 ... 11.10 9.91 OnyxAcqnIA ONYX ... cc 10.41 –0.04 ... 10.70 1.61 PrestoAutomation PRST ... 5 3.58 –0.65 ... S
410.70 251.51 lululemon LULU ... 35 320.36 +10.96 ... 28.18 13.92 MyriadGenetics MYGN ... dd 19.42 +0.77 ... 21.12 6.11 OpenLending LPRO ... 11 8.94 +0.15 ... 88.30 56.29 PriceSmart PSMT 1.3 21 73.02 +0.72 .46
105.05 48.73 Lumentum LITE ... cc 58.16 –1.24 ... 44.10 24.91 OpenText OTEX 2.8 30 35.18 –0.13 .243 21.73 14.52 PrimeMedicine PRME ... dd 18.75 –0.97 ... 38.43 26.51 S&T Bancorp STBA 3.3 11 38.32 +0.75 .32
16.62 3.91 LuminarTech LAZR ... dd 6.76 +0.67 ... N 11.14 0.92 OpendoorTech OPEN ... dd 2.01 +0.06 ... 379.99 236.20 SBA Comm SBAC 1.0 76 281.24 –8.25 .71
10.52 9.88 PrimeNumberI A PNAC ... ... 10.29 ... ... 5.15 1.42 SCYNEXIS SCYX ... dd 1.53 –0.05 ...
8.93 0.77 LumiraDx LMDX ... dd 1.20 +0.08 ... 36.78 15.60 Napco Security NSSC ... 47 32.70 +1.05 ... 9.12 3.92 Opera OPRA .0 dd 7.05 –0.56 .75 0.26 0.08 PrimeNumberI Rt PNACR ... ... .20 ... ...
10.17 2.95 LumosPharma LUMO ... dd 3.31 –0.19 ... 48.68 34.58 NBT Bancorp NBTB 2.9 12 40.94 +0.33 .30 17.70 4.03 OportunFin OPRT ... dd 6.75 +0.03 ... 14.97 11.61 PrimisFinl FRST 3.3 17 12.13 +0.15 .10 64.69 46.30 SEI Investments SEIC 1.4 18 61.40 –1.03 .43
13.93 10.69 LutherBurbank LBC 3.9 8 12.17 +0.39 .12 18.25 2.92 NGM Biopharm NGM ... dd 4.83 –0.19 ... 8.50 4.51 Opthea OPT ... ... 5.00 –0.18 ... 27.94 15.90 PrimorisSvcs PRIM .9 12 26.20 +0.85 .06 10.89 9.93 ShuaaPtrsI A SHUA ... dd 10.41 +0.02 ...
8.74 2.31 LyellImmuno LYEL ... dd 2.61 –0.25 ... 239.90 164.65 NICE NICE ... 59 219.36 –2.04 ... 4.87 3.26 OpticalCable OCC ... dd 4.17 +0.03 ... 37.60 26.57 PrincetonBncp BPRN 3.4 9 35.40 –1.20 .30 23.71 11.14 SI-BONE SIBN ... dd 17.05 +0.33 ...
43.11 9.66 Lyft LYFT ... dd 11.28 +0.97 ... 25.05 15.33 NMI Holdings NMIH ... 7 24.19 +1.24 ... 4.30 1.55 Optinose OPTN ... dd 1.75 +0.08 ... 96.17 61.05 PrincipalFinl PFG 2.8 5 91.03 +0.65 .64 26.99 5.84 SIGA Tech SIGA .0 5 7.00 +0.21 .45
8.18 2.35 LyraTherap LYRA ... dd 2.53 –0.04 ... 3.61 1.25 NN NNBR ... dd 2.19 +0.06 ... 35.87 23.05 OptionCare OPCH ... 30 29.38 +0.31 ... 44.64 17.99 PriviaHealth PRVA ... dd 28.08 +1.06 ... 12.50 9.87 SKGrowthOppsA SKGR ... cc 10.31 +0.01 ...
M 3.54 0.49 NRX Pharm NRXP ... dd 1.11 –0.01 ... 8.39 2.62 OraSureTechs OSUR ... dd 5.95 +0.97 ... 20.41 13.72 SLM SLM 3.0 9 14.57 –0.68 .11
13.80 7.49 OrchestraBioMed OBIO ... dd 10.01 +1.12 ... 10.20 3.68 Procaps PROC ... dd 3.68 –0.27 ... 18.68 12.08 SLR Invt SLRC10.9 cc 15.09 +0.13.1367
198.28 132.08 NXP Semi NXPI 2.2 18 188.46 +1.991.014 27.00 13.18 ProFrac ACDC ... dd 21.22 –0.15 ...
72.64 42.85 Macom Tech MTSI ... 15 67.95 +1.74 ... 13.95 0.92 NanoLabs NA ... ... 1.32 +0.10 ... 1.87 0.70 OrganiGram OGI ... dd .81 –0.03 ... 29.18 12.04 SMART Global SGH ... cc 17.42 –0.11 ...
10.71 9.82 MeliKaszek MEKA ... 5 10.22 +0.02 ... 8.60 2.36 OricPharm ORIC ... dd 4.73 –0.29 ... 58.48 40.33 ProgressSoftware PRGS 1.2 27 57.81 +0.67 .175 4.35 0.73 SPI Energy SPI ... dd 1.62 –0.01 ...
16.44 6.41 NanoXImaging NNOX ... dd 7.98 +0.08 ... 53.10 25.67 Progyny PGNY ... 80 33.61 +1.95 ...
86.27 61.67 MGE Energy MGEE 2.3 25 72.03 +0.35.4075 8.59 2.32 Nanobiotix NBTX ... dd 3.91 +0.08 ... 47.28 35.36 OriginBancorp OBNK 1.5 12 39.64 +0.97 .15 39.60 26.11 SP Plus SP ... 17 38.70 +1.62 ...
125.74 73.08 MGP Ingredients MGPI .5 18 97.62 +2.01 .12 36.13 13.76 OrthofixMed OFIX ... dd 21.73 +0.53 ... 10.70 9.61 ProjectEnReimag PEGR ... 20 10.18 +0.02 ... 157.46 96.41 SPS Commerce SPSC ... cc 151.86 +6.28 ...
37.59 4.37 NanoStringTech NSTG ... dd 10.84 –0.09 ... 125.65 21.50 PrometheusBio RXDX ... dd 124.31 +6.80 ...
163.89 64.77 MKS Instrum MKSI .9 12 95.24 –5.60 .22 15.75 1.57 NantHealth NH ... dd 2.97 –0.79 ... 60.75 35.67 OrthoPediatrics KIDS ... cc 44.83 –0.78 ... 5.27 1.15 SRAX SRAX ... ... 1.62 –0.33 ...
11.70 0.91 MSP Recovery LIFW ... dd 1.18 +0.06 ... 82.46 52.60 OtterTail OTTR 2.5 11 71.22 +7.21.4375 11.30 4.57 ProSomnus OSA ... dd 5.19 –0.18 ... 79.06 45.25 SS&C Tech SSNC 1.3 25 61.74 –0.52 .20
102.03 74.77 MYR Group MYRG ... 22 100.14 +3.57 ... 69.22 46.77 Nasdaq NDAQ 1.4 26 58.56 –1.06 .20
14.14 3.33 Outbrain OB ... 13 5.00 +0.12 ... 8.63 6.09 ProspectCapital PSEC 9.4 97 7.66 +0.11 .06 24.58 12.84 SSR Mining SSRM 2.0 14 14.01 –0.57 .07
11.84 8.38 Macatawa MCBC 2.9 11 10.92 +0.20 .08 68.16 26.10 Natera NTRA ... dd 49.92 +7.15 ... 27.97 6.91 ProtagonistTherap PTGX ... dd 16.17 –1.04 ... 627.63 198.10 SVB Fin SIVB ... 12 292.79 –17.24 ...
81.75 45.50 Nathan's NATH 2.5 18 79.84 +1.95 .50 48.71 11.41 OutsetMedical OM ... dd 25.57 –3.02 ...
10.61 2.13 Macrogenics MGNX ... dd 6.61 +1.10 ... 59.46 17.05 Overstock OSTK ... cc 21.84 +1.08 ... 5.71 2.38 ProtaraTherap TARA ... dd 3.24 –0.06 ... 16.60 11.44 SabraHealthcare SBRA 9.2 dd 13.02 –0.11 .30
315.45 57.15 MadrigalPharm MDGL ... dd 303.39 +45.91 ... 57.65 38.10 NationalBeverage FIZZ ... 32 46.17 +1.41 ... 9.20 3.48 Proterra PTRA ... dd 4.54 +0.15 ... 12.08 4.46 Sabre SABR ... dd 5.32 –1.51 ...
3.32 0.22 NatlCineMedia NCMI48.0 dd .25 ... .03 3.55 1.41 OvidTherap OVID ... dd 2.51 +0.03 ...
3.62 0.32 MagentaTherap MGTA ... dd .86 +0.02 ... 7.89 4.83 OxfordLane OXLC15.7 5 5.75 –0.26 .075 66.47 21.06 Prothena PRTA ... dd 53.42 +0.04 ... 99.75 76.78 SafetyInsurance SAFT 4.1 24 87.37 +2.96 .90
20.24 14.01 MagicSoftware MGIC 3.6 25 16.23 –0.30 .29 55.04 29.81 NatlInstruments NATI 2.1 50 52.15 –0.88 .28 10.88 3.19 ProventionBio PRVB ... dd 9.66 –0.74 ... 29.75 21.70 SagaComm SGA 4.1 17 24.10 –0.15 2.00
47.60 30.93 NatlResearch NRC 1.0 37 46.92 +2.81 .12 4.29 2.82 OxfordSquare OXSQ 11.7 dd 3.59 ... .035
14.89 5.59 Magnite MGNI ... dd 13.76 +1.98 ... 16.84 13.29 ProvidentFin PROV 3.9 12 14.29 –0.21 .14 10.99 9.84 SagaliamAcqnA SAGA ... dd 10.34 –0.15 ...
13.45 11.32 MagyarBancorp MGYR .9 11 12.97 +0.08 .03 45.86 22.59 NationalVision EYE ... 60 41.05 +1.30 ... PQ 31.05 12.19 PubMatic PUBM ... 22 16.98 +1.93 ... 0.40 0.01 SagaliamAcqnRt SAGAR ... ... .15 –0.01 ...
34.68 20.06 MakeMyTrip MMYT ... dd 26.59 +0.98 ... 309.25 166.94 NatlWesternLife NWLI .1 8 267.55 +4.17 .36 39.80 23.52 PAM Transport PTSI ... 7 29.40 +1.38 ... 28.30 4.07 Pulmonx LUNG ... dd 9.23 +0.36 ... 49.56 27.36 SageTherap SAGE ... dd 45.52 +0.51 ...
71.28 46.30 MalibuBoats MBUU ... 8 62.26 +1.83 ... 12.60 7.04 NaturalAlt NAII ... 6 8.76 +0.04 ... 6.48 4.90 P&FIndustries PFIN .0 cc 5.23 –0.27 .05 5.16 1.60 PumaBiotech PBYI ... 20 4.36 –0.03 ... 306.40 168.03 Saia SAIA ... 21 282.86 +10.86 ...
18.45 14.11 MalvernBancorp MLVF ... 20 17.99 –0.01 ... 5.07 1.50 NautilusBiotech NAUT ... dd 2.23 +0.23 ... 24.79 17.59 PCB Bancorp PCB 3.2 8 18.48 +0.13 .15 38.90 18.15 PureTechHealth PRTC ... dd 29.05 –2.80 ... 4.01 1.00 SalemMedia SALM ... 2 1.33 +0.05 ...
8.79 1.35 MammothEnergy TUSK ... dd 5.63 –0.57 ... 19.34 12.45 Navient NAVI 3.5 4 18.54 –0.20 .16 56.68 40.71 PCConnection CNXN .2 13 43.45 +1.90 .08 7.97 2.65 PurpleInnovation PRPL ... dd 4.47 –0.09 ... 9.60 3.15 SanaBiotech SANA ... dd 4.38 +0.12 ...
158.61 106.02 ManhattanAssoc MANH ... 71 145.31 +2.30 ... 11.01 3.11 NavitasSemi NVTS ... dd 5.77 +0.44 ... 5.68 3.90 PCTEL PCTI 4.6 77 4.76 +0.11 .055 8.50 4.10 Puyi PUYI ... dd 6.57 +0.43 ... 47.86 31.49 SandySpringBncp SASR 3.9 9 34.48 +0.75 .34
38.30 15.49 Mannatech MTEX 4.7 7 17.00 +0.07 .20 37.07 17.59 Nayax NYAX ... dd 20.00 +0.71 ... 89.22 51.72 PDC Energy PDCE 2.2 3 62.94 –4.41 .65 7.83 1.10 PyxisOncology PYXS ... dd 1.69 +0.18 ... 94.65 67.02 Sanfilippo JBSS .8 17 92.09 +1.05 1.00
5.66 2.49 MannKind MNKD ... dd 5.63 +0.47 ... 55.40 22.97 nCino NCNO ... dd 28.60 +0.42 ... 106.38 23.21 PDD PDD ... 31 93.42 +0.97 ... 62.85 46.83 QCR Holdings QCRH .4 9 53.56 +1.06 .06 6.42 2.72 SangamoTherap SGMO ... dd 3.07 +0.02 ...
41.82 12.16 MaravaiLifeSci MRVI ... 8 14.70 +0.74 ... 8.52 5.46 NecessityRetail RTL 12.8 dd 6.66 +0.11.2125 37.66 19.34 PDF Solutions PDFS ... dd 37.38 +4.40 ... 2.14 0.70 QilianIntl QLI ... 64 1.60 –0.07 ... 15.99 3.36 SangomaTechs SANG ... dd 3.82 +0.20 ...
10.20 9.78 MarblegateAcqn GATE ... cc 10.07 +0.01 ... 11.39 1.99 NektarTherap NKTR ... dd 3.07 +0.14 ... 51.72 25.49 PENN Entmt PENN ... 26 32.33 +0.85 ... 139.35 75.38 Qorvo QRVO ... 24 103.08 –0.23 ... 69.28 36.35 Sanmina SANM ... 14 63.53 +1.13 ...
2.49 1.23 Marchex MCHX ... dd 2.12 +0.02 ... 23.74 10.69 NeoGames NGMS ... dd 14.88 +1.00 ... 16.98 2.31 PLBY Group PLBY ... dd 2.35 –0.17 ... 172.99 101.93 Qualcomm QCOM 2.3 12 127.72 –1.27 .75 58.10 36.91 Sanofi SNY 2.6 16 47.67 +0.13.2972
3.87 0.91 MarinSoftware MRIN ... dd 1.20 –0.02 ... 36.30 10.49 Neogen NEOG ... cc 20.35 +0.71 ... 24.27 7.12 PMV Pharm PMVP ... dd 7.93 +0.42 ... 31.38 9.32 QualtricsIntl XM ... dd 16.02 –0.06 ... 29.95 16.18 SapiensInt SPNS 3.2 23 21.69 –0.66 .47
12.37 3.47 MarinusPharm MRNS ... dd 7.32 +0.46 ... 2.81 0.38 NeoleukinTherap NLTX ... dd .53 –0.10 ... 46.80 29.69 PRA Group PRAA ... 12 40.79 +0.42 ... 162.36 101.10 Qualys QLYS ... 43 118.57 –2.97 ... 7.44 0.51 SarcosTech&Robotic STRC ... dd .62 –0.01 ...
390.13 217.44 MarketAxess MKTX .8 53 355.17 +4.98 .72 20.00 7.07 NerdWallet NRDS ... dd 17.53 +3.76 ... 52.40 20.07 ProceptBio PRCT ... dd 37.57 +0.66 ... 13.79 12.00 QuantaSing QSG ... ... 12.36 –0.04 ... 134.08 61.28 SareptaTherap SRPT ... dd 124.57 +4.12 ...
5.84 1.52 MarketWise MKTW ... 3 2.06 –0.09 ... 92.40 58.08 NetApp NTAP 3.0 10 67.41 +1.07 .50 139.91 96.55 PTC PTC ... 45 130.29 –2.49 ... 35.98 6.31 Quanterix QTRX ... dd 13.23 +0.05 ... 8.08 0.59 SatsumaPharm STSA ... dd 1.00 +0.14 ...
12.41 5.64 Marqeta MQ ... dd 5.94 –0.02 ... 108.77 53.09 NetEase NTES 1.8 17 85.84 –0.86 .435 55.58 25.01 PTC Therap PTCT ... dd 46.68 +1.18 ... 2.79 1.00 Quantum QMCO ... dd 1.39 –0.11 ... 2.85 1.02 Savara SVRA ... dd 2.75 +0.31 ...
195.90 131.01 Marriott MAR .9 24 172.52 +1.15 .40 402.87 162.71 Netflix NFLX ... 35 347.96 +0.60 ... 76.12 51.33 Paccar PCAR 1.3 13 75.69 +2.70 .25 5.42 1.64 Quantum-Si QSI ... dd 2.03 –0.10 ... 41.01 25.75 ScanSource SCSC ... 9 32.00 +0.86 ...
23.43 15.76 MartenTransport MRTN 1.1 17 22.50 +0.43 .06 27.35 17.40 Netgear NTGR ... dd 19.23 –0.11 ... 14.20 3.85 PacBiosciCA PACB ... dd 10.45 +0.39 ... 8.29 1.07 Quhuo QH ... ... 1.56 –0.05 ... 59.70 25.96 SchnitzerSteel SCHN 2.2 10 33.86 +2.32.1875
5.98 2.55 MartinMidstream MMLP .8 dd 2.60 –0.07 .005 38.02 28.69 NetScout NTCT ... 39 29.97 +0.07 ... 39.22 27.92 PacificPremBncp PPBI 3.9 11 33.70 +0.31 .33 120.61 66.88 QuidelOrtho QDEL ... 7 91.39 +4.89 ... 17.70 4.33 ScholarRock SRRK ... dd 9.77 –1.10 ...
76.59 33.75 MarvellTech MRVL .5 dd 44.14 –0.41 .06 129.29 75.25 Neurocrine NBIX ... 67 103.54 +0.35 ... 82.16 35.35 PaciraBioSci PCRX ... cc 41.90 +1.95 ... 6.80 0.54 QuinceTherap QNCX ... dd .95 +0.02 ... 48.28 28.22 Scholastic SCHL 1.7 25 45.83 +0.72 .20
176.42 108.89 Masimo MASI ... 55 164.75 +0.03 ... 6.95 1.98 Neuronetics STIM ... dd 5.86 +0.40 ... 12.46 8.31 PactivEvergreen PTVE 3.5 6 11.31 +0.45 .10 18.18 8.28 QuinStreet QNST ... dd 17.96 +0.80 ... 37.25 15.85 Schrodinger SDGR ... dd 23.80 +0.52 ...
35.09 18.49 MasterCraftBoat MCFT ... 11 33.99 +1.52 ... 9.54 1.22 NeuroPace NPCE ... dd 4.75 +0.57 ... 49.57 21.29 PacWestBancorp PACW 3.6 8 27.64 –0.20 .25 21.93 3.04 QurateRetailB QRTEB ... dd 5.64 +0.39 ... 10.23 9.75 SchultzeSpecII A SAMA ... dd 10.22 +0.02 ...
114.36 38.64 MatchGroup MTCH ... 36 43.63 –1.45 ... 63.06 21.11 NewFortressEner NFE 8.0 28 37.57 –2.44 3.00 213.63 132.22 PaloAltoNtwks PANW ... dd 169.28 +4.03 ... 6.68 1.42 QurateRetailA QRTEA ... dd 2.29 –0.01 ... 8.56 0.32 Science37 SNCE ... dd .39 –0.03 ...
21.50 8.34 Materialise MTLS ... dd 9.09 –0.96 ... 14.09 11.09 NewMtnFin NMFC 9.9 12 12.87 +0.13 .32 95.20 43.64 Palomar PLMR ... 29 58.40 +8.32 ... 2.80 0.30 Qutoutiao QTT ... ... .91 +0.04 ... 17.49 10.60 SciPlay SCPL ... 23 16.20 +0.03 ...
9.52 3.31 MatrixService MTRX ... dd 6.76 –0.67 ... 10.74 9.83 NewProvidenceII A NPAB ... dd 10.30 +0.02 ... 30.56 13.40 PanAmerSilver PAAS 2.5 dd 16.21 –0.27 .10 R 10.38 3.68 scPharm SCPH ... dd 9.47 +1.70 ...
26.99 16.21 Mattel MAT ... 18 19.14 +0.70 ... 3.75 2.07 NY Mortgage NYMT13.3 dd 3.00 +0.04 .10 115.18 66.74 PapaJohn's PZZA 1.8 50 94.89 +6.07 .42 11.50 9.45 ScreamingEagleA SCRM ... 55 10.07 +0.01 ...
9.36 2.37 Matterport MTTR ... dd 3.60 +0.26 ... 32.88 7.52 NewAmstPharma NAMS ... dd 13.35 +0.75 ... 41.87 17.75 ParamountA PARAA 3.6 6 26.99 +2.13 .24 32.45 9.86 RaptTherap RAPT ... dd 29.58 +2.57 ... 23.61 9.90 ScrippsEW SSP ... 12 14.75 +0.38 ...
39.64 22.12 MatthewsIntl MATW 2.3 dd 39.25 +1.82 .23 10.70 9.93 NewcourtAcqnA NCAC ... 23 10.53 +0.03 ... 39.21 15.29 ParamountB PARA 4.1 5 23.69 +2.10 .24 26.22 19.34 RBB Bancorp RBB 3.2 6 20.07 –0.02 .16 37.61 29.05 SeacoastBkgFL SBCF 2.1 19 31.99 –0.22 .17
7.76 3.36 MaxCyte MXCT ... dd 4.85 –0.35 ... 26.18 12.25 NewellBrands NWL 6.2 29 14.90 +0.13 .23 3.81 1.60 ParatekPharm PRTK ... dd 1.91 –0.07 ... 97.45 46.49 RCI Hospitality RICK .2 17 83.07 +1.55 .05 110.98 47.47 Seagate STX 4.0 25 70.26 –1.02 .70
27.99 7.48 MaxeonSolar MAXN ... dd 17.01 –2.03 ... 11.20 9.72 NewHoldInvtIIA NHIC ... dd 10.13 –0.05 ... 10.06 0.75 PardesBiosci PRDS ... dd 1.72 +0.09 ... 28.82 6.29 RCM Tech RCMT ... 7 14.05 +0.43 ... 183.00 105.43 Seagen SGEN ... dd 162.53 +27.12 ...
63.89 29.27 MaxLinear MXL ... 24 36.74 –0.64 ... 18.43 7.42 Newmark NMRK 1.4 18 8.46 –0.27 .03 21.36 9.23 Park-Ohio PKOH 3.5 dd 14.40 –0.50 .125 3.16 0.29 REE Automotive REE ... dd .48 –0.03 ... 10.62 9.20 SeaportGlblAcqnII SGIIU ... ... 10.27 +0.07 ...
10.50 9.95 MaxproCapA JMAC ... dd 10.44 ... ... 23.07 14.87 NewsCorp A NWSA 1.1 37 19.00 +0.34 .10 3.87 1.04 PassageBio PASG ... dd 1.26 –0.07 ... 35.73 18.69 REGENXBIO RGNX ... 14 22.18 –0.84 ... 10.92 9.85 SeaportGlblAcqnII SGII ... 23 10.23 –0.07 ...
107.65 71.17 McGrathRent MGRC 1.7 25 106.96 +2.44 .455 23.37 15.15 NewsCorp B NWS 1.0 37 19.11 +0.30 .10 57.57 31.16 PathwardFinl CASH .4 12 51.81 +2.11 .05 11.54 9.65 RF Acqn RFACU ... ... 10.29 –0.03 ... 16.23 5.28 SecureWorks SCWX ... dd 7.85 –0.81 ...
10.55 9.93 McLarenTechA MLAI ... ... 10.36 +0.02 ... 28.42 14.75 NewtekOne NEWT13.3 ... 20.70 +1.27 .70 19.20 12.25 PatriaInvts PAX 5.1 35 16.60 +1.50 .308 10.23 9.80 RF Acqn A RFAC ... dd 10.22 ... ... 9.49 5.77 SecurityNatFin SNFCA ... 16 7.21 +0.07 ...
10.05 5.42 MedallionFin MFIN 4.0 4 7.93 –0.87 .08 4.91 0.19 NexImmune NEXI ... dd .59 +0.19 ... 11.05 9.95 PatriaLatAm PLAO ... 59 10.47 +0.02 ... 7.48 4.88 RF Industries RFIL ... 38 5.37 –0.01 ... 16.53 3.92 Seer SEER ... dd 4.44 –0.20 ...
3.18 1.95 MediciNova MNOV ... dd 2.33 –0.05 ... 217.76 151.01 NexstarMedia NXST 2.7 8 200.16 +4.41 1.35 77.96 41.75 PatrickIndustries PATK 2.4 6 74.07 –0.35 .45 24.55 18.01 RGC Resources RGCO 3.2 dd 24.32 +0.59.1975 2.73 0.65 SelectaBiosci SELB ... 5 1.75 –0.10 ...
17.08 8.05 MediWound MDWD ... dd 12.68 –0.10 ... 5.42 1.16 NextCure NXTC ... dd 1.58 –0.12 ... 18.00 9.75 PatriotNatBncp PNBK ... 7 11.05 +0.25 ... 11.24 9.87 ROC Energy ROC ... dd 10.38 +0.05 ... 103.61 66.81 SelectiveIns SIGI 1.2 29 102.31 +2.35 .30
241.48 126.95 Medpace MEDP ... 28 206.46 –17.07 ... 21.99 16.13 NextGenHlthcr NXGN ... 56 18.96 +0.20 ... 8.75 6.95 PatriotTransport PATI ... 22 7.78 –0.03 ... 0.38 0.03 ROC Energy Rt ROCAR ... ... .33 +0.15 ... 49.49 2.50 SelinaHosp SLNA ... 9 2.74 –0.67 ...
26.87 2.60 MeihuaIntlMed MHUA ... ... 26.01 +9.76 ... 32.95 28.51 NEXTracker NXT ... ... 31.64 +0.63 ... 35.29 23.87 Patterson PDCO 3.6 14 28.82 –0.92 .26 27.86 6.71 R1 RCM RCM ... dd 14.09 +0.45 ... 11.34 0.55 Semantix STIX ... dd 1.99 +0.40 ...
15.16 5.70 MeiraGTx MGTX ... dd 8.43 +1.07 ... 11.79 5.23 NicholasFin NICK ... dd 6.66 –1.04 ... 20.53 10.69 PattersonUTIEn PTEN 2.3 20 14.10 –0.99 .08 2.99 0.99 RVL Pharm RVLP ... dd 1.33 +0.15 ... 11.99 9.93 SemperParatusA LGST ... cc 11.30 +0.60 ...
14.24 4.06 MelcoResorts MLCO ... dd 12.57 –0.37 ... 11.87 2.01 Nikola NKLA ... dd 2.51 +0.09 ... 141.92 105.66 Paychex PAYX 2.8 28 114.75 +0.53 .79 12.52 2.51 RackspaceTech RXT ... dd 2.93 –0.07 ... 73.48 25.29 Semtech SMTC ... 14 31.87 –0.44 ...
1275.82 600.68 MercadoLibre MELI ... cc 1100.87 –4.08 ... 24.40 2.45 9F JFU ... dd 2.52 –0.60 ... 34.95 20.14 PaycorHCM PYCR ... dd 26.34 +0.99 ... 16.52 7.97 RadiusGlbInfr RADI ... dd 13.36 –0.07 ... 68.74 46.61 SenecaFoods A SENEA ... 9 56.31 –2.34 ...
39.03 29.26 MercantileBank MBWM 3.7 9 35.28 +0.52 .33 26.00 6.87 908Devices MASS ... dd 10.55 +0.40 ... 276.88 152.01 Paylocity PCTY ... cc 209.31 –10.72 ... 25.65 12.03 RadNet RDNT ... cc 21.72 +1.04 ... 69.83 47.80 SenecaFoods B SENEB ... 9 54.42 –10.45 ...
11.16 9.87 MercatoPtrsA MPRA ... 24 10.42 +0.04 ... 13.26 2.57 NiuTech NIU ... 71 4.68 +0.02 ... 8.04 3.33 Payoneer PAYO ... dd 5.67 +0.08 ... 36.14 17.42 Radware RDWR ... dd 21.05 –0.31 ... 4.29 1.30 SenseiBiotherap SNSE ... dd 1.54 +0.09 ...
17.50 10.55 MercerIntl MERC 2.7 2 11.32 +0.01 .075 20.35 4.83 Nkarta NKTX ... dd 5.30 +0.01 ... 122.92 66.39 PayPal PYPL ... 36 74.66 –6.14 ... 14.48 2.15 RainOncology RAIN ... dd 9.50 –0.50 ... 2.84 1.21 SenstarTech SNT ... dd 1.35 ... ...
72.28 40.48 MercurySystems MRCY ... dd 53.96 –0.15 ... 18.69 8.22 nLIGHT LASR ... dd 13.50 +1.07 ... 42.19 27.71 PeapackGladFinl PGC .5 10 38.46 +0.35 .05 15.89 4.54 Rallybio RLYB ... dd 7.05 +0.19 ... 10.00 1.20 SentiBiosciences SNTI ... dd 1.63 +0.05 ...
1.85 0.30 MereoBioPharma MREO ... dd 1.06 +0.08 ... 11.51 0.41 Nogin NOGN ... dd .73 –0.06 ... 10.73 9.80 PearlHldgsAcqnA PRLH ... cc 10.38 +0.04 ... 21.73 8.12 RamacoRscs METC 4.7 4 10.61 +0.46 .125 7.15 1.10 SeraPrognostics SERA ... dd 3.60 +2.31 ...
37.08 27.87 Meridian MRBK 3.2 9 31.69 –0.11 .25 9.51 4.25 Noodles NDLS ... dd 6.15 +0.22 ... 88.05 29.05 Pegasystems PEGA .2 dd 48.23 +10.09 .03 46.16 20.00 Rambus RMBS ... dd 44.21 –1.09 ... 9.49 2.50 SeresTherap MCRB ... dd 5.27 –0.15 ...
76.14 50.46 MeritMedical MMSI ... 65 69.97 –0.14 ... 251.26 194.89 Nordson NDSN 1.1 28 246.22 +4.69 .65 32.14 6.66 Peloton PTON ... dd 13.60 –0.23 ... 53.59 27.26 RangerOil ROCC .8 4 39.08 –5.12 .075 11.16 4.65 ServiceProperties SVC 7.5 dd 10.61 +2.30 .20
13.66 3.00 MerrimackPharm MACK ... dd 11.64 –0.21 ... 48.50 33.09 NortheastBank NBN .1 8 43.97 –1.16 .01 20.28 8.68 Pennant PNTG ... cc 12.65 +0.48 ... 17.92 4.92 RaniTherap RANI ... dd 5.95 +0.02 ... 10.68 9.86 7AcqnA SVNA ... 16 10.38 +0.02 ...
8.34 2.68 MersanaTherap MRSN ... dd 6.09 –0.41 ... 15.00 9.05 NorthernTechsIntl NTIC 2.2 53 12.99 +0.13 .07 28.00 21.60 PennsWoodsBncp PWOD 4.8 11 26.50 –0.18 .32 8.98 1.12 RapidMicro RPID ... dd 1.20 –0.10 ... 3.78 0.61 17Educ&Tech YQ ... dd 1.08 –0.07 ...
30.81 12.03 Merus MRUS ... dd 18.54 +0.95 ... 121.25 76.15 NorthernTrust NTRS 3.1 16 96.71 –1.11 .75 33.22 25.63 PeoplesBncpOH PEBO 4.9 9 30.88 +0.61 .38 118.25 26.49 Rapid7 RPD ... dd 49.70 –0.76 ... 3.55 1.38 Sharecare SHCR ... dd 2.42 –0.12 ...
4.93 1.03 MesaAir MESA ... dd 3.27 ... ... 16.13 11.87 NorthfieldBanc NFBK 3.5 11 14.82 +0.25 .13 34.00 24.42 PeoplesBncpNC PEBK 2.2 12 33.14 +0.22 .15 8.47 4.56 RealGoodFood RGF ... dd 4.56 –0.49 ... 5.82 1.85 ShattuckLabs STTK ... dd 4.33 –0.08 ...
268.38 114.21 MesaLab MLAB .4 dd 178.20 –2.75 .16 56.77 38.42 NorthrimBanCorp NRIM 3.4 10 53.10 –0.97 .50 59.99 46.02 PeoplesFinSvcs PFIS 3.2 10 51.20 –0.73 .41 8.94 1.04 RealReal REAL ... dd 1.48 –0.08 ... 25.93 15.62 ShenandoahTel SHEN .4 dd 19.66 +0.95 .08
4.94 2.14 Mesoblast MESO ... dd 3.30 –0.39 ... 10.23 9.78 NorthViewAcqn NVAC ... 35 10.23 +0.03 ... 17.99 4.32 PepGen PEPG ... dd 17.01 –0.08 ... 51.98 18.47 ReataPharm RETA ... dd 48.83 +5.20 ... 32.43 9.58 ShoalsTech SHLS ... cc 25.77 +0.99 ...
236.86 88.09 MetaPlatforms META ... 20 172.88 –1.27 ... 0.20 0.06 NorthViewRt NVACR ... ... .17 ... ... 10.73 9.74 PepperLimeA PEPL ... dd 10.20 –0.05 ... 14.18 4.92 RecursionPharm RXRX ... dd 7.99 –0.20 ... 320.54 113.36 ShockwaveMed SWAV ... 34 199.37 +18.92 ...
10.70 9.80 MetalSkyStar MSSA ... ... 10.32 +0.08 ... 15.35 12.04 NorthwestBcshs NWBI 5.7 13 14.06 –0.09 .20 186.84 153.37 PepsiCo PEP 2.6 27 176.28 +0.08 1.15 60.57 46.86 RedRiverBcshs RRBI .5 10 51.00 +0.78 .07 36.48 19.43 ShoeCarnival SCVL 1.3 7 28.58 +1.69 .09
56.79 28.73 Methanex MEOH 1.5 11 48.27 –3.10 .175 39.93 24.30 NorthwestPipe NWPX ... 15 39.13 +0.65 ... 12.25 9.93 PerceptionCapII PCCT ... dd 10.47 +0.02 ... 18.64 5.35 RedRobin RRGB ... dd 9.58 –0.02 ... 21.41 16.99 ShoreBancshares SHBI 2.8 11 17.35 –0.13 .12
25.55 18.61 MetroCityBkshs MCBS 3.5 8 20.44 +0.19 .18 63.06 48.68 Northwestern NWE 4.3 18 58.48 +1.97 .63 15.65 9.65 PerdoceoEduc PRDO ... 10 14.42 +0.35 ... 51.60 30.98 RedRockResorts RRR 2.2 14 46.24 –0.83 .25 45.40 17.66 Shyft SHYF .6 29 31.79 +1.04 .05
87.76 54.33 MicrochipTech MCHP 1.7 22 83.27 +0.67 .358 34.75 23.00 NorwoodFin NWFL 3.4 9 34.05 –0.15 .29 12.00 5.47 PerellaWeinberg PWP 2.6 dd 10.93 +0.15 .07 24.41 3.08 Redfin RDFN ... dd 8.42 +0.26 ... 30.30 1.49 Sientra SIEN ... dd 1.75 +0.05 ...
94.68 48.43 MicronTech MU .8 11 59.01 –0.81 .115 120.00 67.40 Nova NVMI ... 21 91.30 +0.12 ... 116.44 59.79 Perficient PRFT ... 33 74.05 –3.69 ... 3.27 0.13 RedHillBio RDHL ... dd .23 +0.02 ... 27.19 19.62 SierraBancorp BSRR 4.3 10 21.58 +0.76 .23
315.95 213.43 Microsoft MSFT 1.1 29 258.06 –5.04 .68 173.10 110.84 Novanta NOVT ... 81 163.57 +2.62 ... 3.97 1.72 PerformantFin PFMT ... dd 3.35 +0.04 ... 11.06 9.78 RedwoodsAcqn RWOD ... ... 10.20 ... ... 17.99 5.35 SightSciences SGHT ... dd 11.78 –0.91 ...
522.80 132.56 MicroStrategy MSTR ... dd 294.05 +50.68 ... 91.00 8.75 Novavax NVAX ... dd 10.02 +0.14 ... 35.16 16.41 PerionNetwork PERI ... 16 33.28 +1.58 ... 0.22 0.06 RedwoodsAcqnRt RWODR ... ... .15 –0.03 ... 1.75 0.29 SigilonTherap SGTX ... dd .72 +0.06 ...
9.54 1.38 Microvast MVST ... dd 1.45 –0.10 ... 120.03 56.39 Novocure NVCR ... dd 84.74 –1.05 ... 15.70 7.50 Perma-PipeIntl PPIH ... 16 10.66 –0.54 ... 73.41 51.97 RegencyCtrs REG 4.0 23 64.33 –1.34 .65 11.02 9.75 SignalHillA SGHL ... cc 10.31 +0.04 ...
D ATA NASDAQ ISSUES FOREIGN MARKETS

350.53 106.81 SignatureBank SBNY 2.3 6 124.31 –5.62 .70 123.96 33.52 TandemDiabetes TNDM ... dd 41.66 +0.71 ... 40.70 9.77 Valneva VALN ... dd 12.69 +0.08 ... 38.63 18.41 VirtuFinancial VIRT 4.7 8 20.27 +0.25 .24 180.97 67.67 Wingstop WING .4 cc 173.49 +17.89 .19
22.00 7.80 SilenceTherap SLN ... ... 12.72 –0.38 ... 9.84 3.18 TangoTherap TNGX ... dd 5.68 –0.49 ... 10.65 9.97 ValuenceI A VMCA ... ... 10.45 –0.01 ... 255.88 141.80 VirtusInvtPtrs VRTS 3.0 14 216.63 +3.57 1.65 291.38 183.94 Winmark WINA 1.0 26 290.17 +13.37 .70
50.00 31.30 Silicom SILC ... 15 39.16 +0.18 ... 8.25 1.89 TarenaIntl TEDU ... dd 5.26 –0.38 ... 13.71 6.73 VandaPharm VNDA ... 65 7.06 –0.21 ... 10.28 9.78 ViscogliosiBros VBOC ... dd 10.28 +0.01 ... 100.58 76.13 WintrustFin WTFC 1.7 12 92.54 –1.11 .40
194.68 109.44 SiliconLab SLAB ... 70 179.32 –5.00 ... 10.37 9.82 TargetGlbl I A TGAA ... cc 10.36 +0.02 ... 25.14 17.68 VarexImaging VREX ... 23 18.30 –0.91 ... 10.45 9.93 VisionSensingA VSAC ... dd 10.42 –0.03 ... 6.72 1.18 WISeKey WKEY ... dd 2.72 –0.37 ...
98.65 51.82 SiliconMotion SIMO 2.9 14 69.63 +3.79 .50 20.82 10.80 TarsusPharm TARS ... dd 15.49 +0.43 ... 51.60 15.61 VaronisSystems VRNS ... dd 27.33 –0.15 ... 168.40 88.82 Visteon VC ... 38 163.14 +8.24 ... 111.35 53.12 Wix.com WIX ... dd 85.40 +0.73 ...
58.04 27.21 SilkRoadMed SILK ... dd 53.90 +3.26 ... 41.87 13.60 TaskUs TASK ... 44 19.56 +1.15 ... 2.20 0.10 VascularBiogenics VBLT ... dd .14 –0.01 ... 17.40 7.39 VitaCoco COCO ... cc 16.90 +1.40 ... 129.12 79.26 Woodward WWD .9 37 101.34 –1.34 .22
14.50 7.70 SilverSpikeInvt SSIC ... ... 9.50 +0.14 ... 6.99 4.97 TatTechnologies TATT ... dd 6.35 +0.38 ... 6.53 3.52 VastaPlatform VSTA ... dd 4.07 –0.01 ... 18.18 7.89 VitalFarms VITL ... dd 16.14 +0.71 ... 250.00 128.72 Workday WDAY ... dd 185.80 –1.05 ...
22.68 15.83 SilvercrestAsset SAMG 3.7 9 19.50 –0.05 .18 7.29 0.99 TayshaGene TSHA ... dd 1.13 +0.06 ... 49.31 17.44 Vaxcyte PCVX ... dd 44.22 +0.47 ... 23.83 13.91 Vitru VTRU ... 29 22.30 +1.67 ... 214.60 58.44 WorldAcceptance WRLD ... 47 99.50 +5.13 ...
28.95 19.34 SimmonsFirstNat SFNC 3.5 11 22.66 +0.19 .20 10.96 9.89 Tech&TelecomA TETE ... cc 10.43 ... ... 8.35 1.24 Vaxxinity VAXX ... dd 2.28 –0.53 ... 12.52 6.48 VividSeats SEAT ... 46 8.20 –0.29 ... 10.75 9.77 WorldwideWebbA WWAC ... 44 10.27 +0.01 ...
67.59 32.58 SimulationsPlus SLP .6 78 40.53 +1.22 .06 85.00 38.88 TechTarget TTGT ... 31 39.77 –0.19 ... 9.45 3.81 VectivBio VECT ... dd 8.50 +0.44 ... 18.78 9.94 Vodafone VOD 7.4 15 12.38 +1.24.4482 111.77 50.20 WynnResorts WYNN ... dd 109.01 +0.37 ...
31.04 14.37 SinclairBroadcast SBGI 5.2 1 19.40 –0.03 .25 10.20 5.16 Ericsson ERIC 2.8 10 5.76 +0.07.0759 29.54 16.11 VeecoInstr VECO ... 8 21.72 +1.61 ... 9.72 3.48 VorBiopharma VOR ... dd 5.85 +0.31 ... XYZ
8.55 1.80 SingularGenomics OMIC ... dd 2.42 +0.02 ... 22.99 6.00 Telesat TSAT ... ... 8.78 –0.22 ... 45.49 9.50 VentyxBiosciences VTYX ... dd 44.32 +1.53 ... 10.82 3.34 VoyagerTherap VYGR ... dd 7.43 –0.28 ...
6.85 4.55 SiriusXM SIRI 2.1 15 4.60 –0.12.0242 11.02 1.08 TelesisBio TBIO ... dd 1.96 +0.13 ... 8.49 2.84 VeraBradley VRA ... dd 5.82 +0.38 ... 6.65 0.83 Vroom VRM ... dd 1.10 +0.05 ... 32.09 15.68 XOMA XOMA ... 64 21.35 +1.02 ...
270.92 73.10 SiTime SITM ... cc 121.40 –3.08 ... 12.51 3.35 Telos TLS ... dd 4.51 +0.11 ... 24.98 5.20 VeraTherap VERA ... dd 8.38 +0.91 ... 35.42 12.40 XP XP ... 10 12.91 –2.75 ...
10.70 9.91 SizzleAcqn SZZL ... dd 10.35 ... ... 15.15 0.70 TempoAutomation TMPO ... dd 1.49 +0.05 ... 32.40 14.85 Veracyte VCYT ... dd 25.46 +1.11 ... W 10.22 3.00 XBiotech XBIT ... dd 3.54 –0.30 ...
21.39 17.50 SkywardSpecIns SKWD ... ... 19.67 –0.39 ... 83.99 23.81 10xGenomics TXG ... dd 51.61 +8.20 ... 23.25 13.59 Veradigm MDRX ... 46 17.70 +0.24 ... 7.12 1.16 WaveLifeSci WVE ... dd 4.75 +0.40 ... 1.99 0.67 XcelBrands XELB ... dd .84 –0.08 ...
33.35 14.76 SkyWest SKYW ... 14 20.48 +1.48 ... 63.61 28.80 Tenable TENB ... dd 43.80 –0.90 ... 2.13 0.29 Verastem VSTM ... dd .58 –0.07 ... 215.60 145.16 WD-40 WDFC 1.9 38 175.79 +2.32 .83 77.66 56.89 XcelEnergy XEL 2.9 21 68.01 –0.47.4875
141.26 76.16 Skyworks SWKS 2.1 16 115.84 –3.78 .62 14.43 1.64 TenayaTherap TNYA ... dd 3.17 +0.40 ... 43.97 17.30 Vericel VCEL ... dd 29.82 +0.96 ... 52.75 37.03 WSFS Financial WSFS 1.2 14 50.85 +0.40 .15 38.20 19.36 Xencor XNCR ... 74 35.41 –1.54 ...
69.94 23.61 SleepNumber SNBR ... 15 33.89 +2.04 ... 10.58 10.09 TenXKeaneAcqn TENK ... ... 10.26 +0.01 ... 56.39 31.63 VerintSystems VRNT ... dd 38.38 +0.23 ... 11.12 3.28 WW Intl WW ... dd 4.25 –0.14 ... 41.39 24.94 XenonPharm XENE ... dd 38.34 –1.19 ...
4.95 1.37 SmartSand SND ... dd 1.74 +0.09 ... 0.49 0.10 TenXKeaneAcqnRt TENKR ... ... .25 –0.03 ... 228.80 155.25 VeriSign VRSN ... 33 204.71 –5.47 ... 13.13 1.96 Wag! PET ... dd 2.40 +0.03 ... 2.95 0.97 XerisBiopharma XERS ... dd 1.39 +0.25 ...
1.85 0.60 SmartShareGlbl EM ... dd 1.32 +0.06 ... 127.29 67.81 Teradyne TER .4 25 105.25 –0.31 .11 222.11 156.05 VeriskAnalytics VRSK .7 28 177.13 +0.35 .31 48.97 30.39 WalgreensBoots WBA 5.2 dd 36.76 +0.21 .48 22.20 11.80 Xerox XRX 6.0 dd 16.77 +0.11 .25
3.10 0.31 SmileDirectClub SDC ... dd .59 +0.03 ... 11.44 1.45 TernsPharm TERN ... dd 10.60 +0.77 ... 41.75 25.99 Veritex VBTX 2.9 10 27.86 +0.20 .20 17.95 6.87 WalkMe WKME ... dd 11.09 +0.30 ... 14.60 1.95 XilioTherap XLO ... dd 3.58 +0.58 ...
18.25 8.21 Smith&Wesson SWBI 3.6 6 11.01 +0.52 .10 25.60 17.93 TerritorialBncp TBNK 3.9 13 23.62 –0.38 .23 20.25 4.57 Veritone VERI ... dd 8.36 –0.03 ... 30.74 8.82 WarnerBrosA WBD ... dd 15.43 +1.21 ... 64.35 26.61 Xometry XMTR ... dd 34.56 +0.18 ...
20.52 7.02 SnapOne SNPO ... dd 11.40 +0.87 ... 384.29 101.81 Tesla TSLA ... 57 208.31 +11.42 ... 26.44 3.41 VeronaPharma VRNA ... dd 21.49 –0.93 ... 39.31 21.57 WarnerMusic WMG 1.9 35 33.19 –1.14 .16 3.55 0.43 Xos XOS ... dd .85 +0.02 ...
3.07 0.50 SoYoungIntl SY ... dd 2.62 +0.20 ... 6.50 4.03 TesscoTech TESS ... dd 4.79 –0.12 ... 9.22 1.77 VerricaPharm VRCA ... dd 7.92 +0.82 ... 39.17 29.46 WashingtonFederal WAFD 2.7 10 36.89 +1.15 .25 2.23 0.85 Xunlei XNET ... 7 1.92 +0.24 ...
10.50 9.71 SocialLvgI A SLAC ... 74 9.98 –0.03 ... 169.95 118.55 TetraTech TTEK .6 25 143.65 –3.07 .23 12.00 6.55 VersaBank VBNK 1.0 12 7.51 –0.10.0182 56.34 41.03 WashTrBcp WASH 5.1 11 44.25 +0.27 .56 20.48 2.94 Y-mAbsTherap YMAB ... dd 4.15 –0.01 ...
13.00 4.24 SoFiTech SOFI ... dd 6.62 –0.19 ... 69.27 48.79 TexasCapBcshs TCBI ... 11 66.14 –0.52 ... 19.30 9.44 Vertex VERX ... dd 15.39 +1.18 ... 10.01 2.34 Yellow YELL ... 7 2.78 +0.11 ...
325.19 225.28 VertexPharm VRTX ... 23 293.66 –3.74 ... 20.21 15.14 WaterstoneFinl WSBF 5.0 18 16.02 –0.04 .20 47.95 36.85 YorkWater YORW 1.8 34 45.79 +2.30.2027
20.02 12.87 Sohu.com SOHU ... dd 15.51 –0.21 ... 191.34 144.46 TexasInstruments TXN 2.8 19 175.32 –0.47 1.24 69.44 16.96 WeatherfordIntl WFRD ... cc 62.87 –4.01 ...
7.95 3.94 SolGelTech SLGL ... 21 4.48 –0.17 ... 107.31 68.58 TexasRoadhouse TXRH 1.8 26 104.32 +3.40 .46 43.00 10.70 VerveTherap VERV ... dd 21.10 +0.65 ... 10.20 9.80 YottaAcqn YOTA ... ... 10.20 +0.01 ...
11.40 4.89 ViaRenewables VIA 10.7 dd 6.77 +0.34.1813 31.30 10.02 Weibo WB ... 82 21.27 –1.29 ... 0.23 0.06 YottaAcqnRt YOTAR ... ... .18 –0.02 ...
375.90 190.15 SolarEdgeTech SEDG ... cc 305.04 +4.33 ... 37.58 16.59 TheBancorp TBBK ... 16 37.16 +2.29 ... 4.70 0.38 Wejo WEJO ... dd .72 +0.04 ...
21.45 5.21 SolidBiosci SLDB ... dd 6.93 –0.03 ... 23.00 1.99 TherapeuticsMD TXMD ... dd 5.27 +0.27 ... 8.44 3.15 ViantTech DSP ... dd 4.56 +0.07 ... 1.42 0.49 Yunji YJ ... dd .49 –0.05 ...
52.72 25.38 ViaSat VSAT ... dd 33.95 +3.15 ... 10.31 9.83 WelsbachTech WTMA ... dd 10.28 –0.03 ... 61.29 20.98 ZaiLab ZLAB ... dd 37.38 –0.47 ...
9.99 1.95 SolidPower SLDP ... 27 3.57 +0.26 ... 11.83 7.53 TheravanceBio TBPH ... dd 10.44 +0.06 ... 0.27 0.02 WelsbachTechRt WTMAR ... ... .20 ... ...
9.69 2.02 SomaLogic SLGC ... dd 3.09 –0.07 ... 15.21 4.01 TheseusPharm THRX ... dd 11.42 –0.89 ... 14.90 8.42 Viatris VTRS 4.1 18 11.69 –0.15 .12 440.64 224.87 ZebraTech ZBRA ... 37 322.58 +9.12 ...
16.74 9.99 ViaviSolutions VIAV ... 34 11.14 ... ... 23.78 15.77 Wendy's WEN 2.7 26 22.90 +0.59 .25 52.85 17.33 ZentalisPharm ZNTL ... dd 19.77 –0.78 ...
7.87 0.90 Sonder SOND ... dd 1.28 –0.03 ... 26.75 16.35 ThirdCoastBcshs TCBX ... 15 19.19 +0.01 ... 8.15 1.39 WerewolfTherap HOWL ... dd 3.43 +0.01 ...
8.75 0.79 Sono SEV ... ... .85 –0.06 ... 24.60 3.89 ThirdHarmonic THRD ... ... 4.31 ... ... 100.40 42.90 Vicor VICR ... cc 61.29 –2.05 ... 15.73 2.50 ZeroFox ZFOX ... dd 2.67 +0.09 ...
36.19 22.22 VictoryCapital VCTR 3.2 9 33.53 +3.48 .32 50.31 35.84 WernerEnterprises WERN 1.1 13 47.08 +0.55 .13 109.98 66.85 ZiffDavis ZD ... 66 82.79 –6.36 ...
31.22 13.65 Sonos SONO ... cc 20.62 +0.53 ... 2.39 0.50 36Kr KRKR ... 6 1.20 –0.04 ... 41.37 29.50 WesBanco WSBC 3.7 12 37.60 +0.20 .35
13.18 1.69 SophiaGenetics SOPH ... dd 2.61 –0.15 ... 7.38 3.41 ThorneHealthtech THRN ... 40 4.54 +0.28 ... 3.10 0.37 View VIEW ... dd .69 –0.06 ... 62.72 26.21 Zillow A ZG ... dd 44.96 +2.74 ...
23.23 7.61 Thoughtworks TWKS ... dd 9.79 –0.62 ... 4.96 2.39 ViewRay VRAY ... dd 4.57 –0.01 ... 30.04 20.39 WestBancorp WTBA 4.7 8 21.31 –0.10 .25 63.18 26.14 Zillow C Z ... dd 45.89 +2.89 ...
24.90 5.78 SoteraHealth SHC ... 42 18.00 +1.25 ... 17.98 2.18 VigilNeurosci VIGL ... dd 12.52 +0.80 ... 63.86 52.04 WestamericaBncp WABC 3.0 12 56.36 –0.11 .42 10.47 9.63 ZimmerEnerA ZT ... 38 10.10 +0.04 ...
3.11 1.48 SotherlyHotels SOHO ... 12 2.18 –0.13 ... 8.99 0.73 ThredUp TDUP ... dd 1.48 –0.08 ... 12.67 9.80 WesternAcqn WAVS ... dd 10.25 –0.03 ...
25.49 9.47 360DigiTech QFIN 3.7 5 20.96 –0.18 .16 11.80 2.02 VikingTherap VKTX ... dd 11.29 +0.62 ... 46.00 6.67 ZimVie ZIMV ... dd 11.91 +1.87 ...
11.51 9.96 SoundPointA SPCM ... 27 10.48 +0.03 ... 25.09 19.09 VillageSuper A VLGEA 4.4 11 22.96 +0.67 .25 63.26 29.73 WesternDigital WDC ... dd 41.58 –1.43 ... 71.96 45.21 ZionsBancorp ZION 3.2 9 51.43 –1.08 .41
31.96 22.47 SouthPlainsFin SPFI 1.9 9 27.62 –0.08 .13 10.50 9.65 ThunderBridgeIV A THCP ... 69 10.04 ... ...
9.08 2.52 TilrayBrands TLRY ... dd 3.01 +0.17 ... 13.25 3.07 Vimeo VMEO ... dd 4.10 –0.11 ... 10.25 7.13 WestNewEngBncp WNEB 2.8 8 10.03 +0.31 .07 136.00 63.55 ZoomVideo ZM ... 33 76.11 +1.90 ...
91.74 72.26 SouthState SSB 2.4 12 82.28 +3.08 .50 14.57 7.80 VinciPartners VINP 7.0 14 10.16 +0.11 .17 2.73 0.75 WestportFuelSys WPRT ... dd 1.21 +0.14 ... 61.44 23.29 ZoomInfoTech ZI ... cc 25.71 –0.09 ...
57.98 39.71 SouthernFirstBcsh SFST ... 11 41.29 –0.28 ... 35.62 24.05 TimberlandBncp TSBK 2.6 11 34.85 –0.38 .23
46.40 21.50 TitanMachinery TITN ... 10 44.75 +1.66 ... 11.15 1.72 VintageWineEstates VWE ... dd 1.72 –0.20 ... 14.71 9.34 WestrockCoffee WEST ... dd 11.72 –0.89 ... 265.45 99.64 Zscaler ZS ... dd 132.35 –1.52 ...
56.04 41.79 SoMO Bancorp SMBC 1.7 10 48.21 +0.37 .21 2.13 0.70 ViomiTech VIOT ... dd 1.22 –0.04 ... 32.45 19.89 WeycoGroup WEYS 3.6 9 26.95 +0.87 .24 46.61 18.86 Zumiez ZUMZ ... 12 25.31 +0.23 ...
31.00 20.16 SouthernStBcsh SSBK 1.2 10 29.61 –0.77 .09 32.67 7.11 Torm TRMD .0 8 32.06 +2.24 1.46
49.13 39.73 TowerSemi TSEM ... 17 40.85 –0.73 ... 31.78 18.05 VirBiotech VIR ... 3 25.74 –0.41 ... 34.10 10.98 Willdan WLDN ... dd 19.62 +0.18 ... 10.80 4.11 Zymeworks ZYME ... dd 8.62 –0.49 ...
43.16 31.18 SouthsideBcshs SBSI 3.6 12 38.85 –0.56 .35 5.75 1.21 ViractaTherap VIRX ... dd 1.95 +0.03 ... 65.19 30.22 WillisLease WLFC ... dd 57.79 +0.94 ... 2.57 0.49 ZynerbaPharm ZYNE ... dd .52 –0.06 ...
16.83 9.52 SovosBrands SOVO ... dd 13.35 –0.11 ... 33.42 26.18 TowneBank TOWN 3.0 12 30.74 +0.62 .23
241.54 166.49 TractorSupply TSCO 1.7 25 239.00 +6.00 1.03 5.07 2.63 VircoMfg VIRC ... dd 4.78 –0.05 ... 258.93 187.89 WillisTowers WTW 1.4 26 240.89 –3.81 .84 17.25 4.97 Zynex ZYXI ... 29 13.05 +0.46 ...
37.75 26.14 SpartanNash SPTN 2.6 21 32.04 +0.60 .21 7.59 1.50 VirginOrbit VORB ... dd 1.55 –0.10 ... 3.09 0.56 WiMiHologram WIMI ... dd 1.26 –0.08 ... 25.00 1.38 ZyVersaTherap ZVSA ... dd 2.35 +0.33 ...
1.57 0.32 SpectrumPharm SPPI ... dd .83 –0.20 ... 86.88 39.00 TradeDesk TTD ... cc 60.30 +11.61 ...
9.70 0.68 SperoTherap SPRO ... dd 1.71 –0.08 ... 92.29 51.47 Tradeweb TW .5 49 72.57 –1.12 .09
150.79 65.00 Splunk SPLK ... dd 105.00 +0.32 ... 9.83 3.60 TransActTechs TACT ... dd 7.37 +0.06 ...
9.06 6.13 SpokHoldings SPOK13.9 dd 9.00 +0.65.3125 91.66 50.32 Transcat TRNS ... 69 91.30 +4.88 ...
17.45 7.10 Sportradar SRAD ... 73 12.48 –0.12 ... 3.08 0.28 TransCodeTherap RNAZ ... dd .52 +0.04 ...
12.28
10.88
10.79
7.75
9.85
10.00
SportsmansWrhs
SportsMapTech
SpringValleyII A
SPWH ...
SMAP ...
SVII ...
dd
5
...
9.89
10.33
10.31
+0.51 ...
+0.04 ...
+0.06 ...
70.57
84.60
10.06
10.00
31.19
4.10
TransMedics
TravelCenters
Travelzoo
TMDX ...
TA ...
TZOO ...
dd
10
62
66.10
84.22
5.07
+2.42 ...
+37.21 ...
+0.13 ...
Europe Asia
30.35 17.82 TravereTherap TVTX ... dd 17.82 –2.67 ...
0.21 0.10 SpringValleyII Rt SVIIR ... ... .20 +0.03 ...
26.50 12.48 TreaceMed TMCI ... dd 22.08 +1.06 ... Luxe Returns: French stocks are on pace to lap the slower Low Tech: Asian technology stocks did no better than U.S.
5.44 0.41 SpringBig SBIG ... dd .76 +0.04 ...
65.92 13.60 SpringWorks SWTX ... dd 30.26 –0.15 ... 7.34 2.12 TreanInsurance TIG ... 12 6.11 –0.01 ... American benchmarks as luxury sales remain strong. ones, dragging down Asia’s indexes for the week.
35.34 22.56 SproutsFarmers SFM ... 14 33.04 +0.46 ... 16.73 6.12 TremorIntl TRMR ... 15 7.89 +0.25 ...
3.57 0.95 SpruceBio SPRB ... dd 2.57 –0.21 ... 4.68 0.46 TreviTherap TRVI ... dd 2.61 +0.15 ...
112.27 46.36 StaarSurgical STAA ... 92 70.24 +1.68 ... 58.62 37.41 TriCoBancshares TCBK 2.3 13 51.11 +0.26 .30
8.29 4.80 Stagwell STGW ... 43 7.12 +0.36 ... 33.69 21.41 TriMas TRS .5 22 31.11 +1.00 .04 S&P Europe BMI 1.38% -0.67% S&P Pan Asia BMI
4.23 0.92 StdBioTools LAB ... dd 2.09 +0.04 ... 74.87 47.52 Trimble TRMB ... 31 55.20 –0.48 ...
1.55 0.86 TrinityBiotech TRIB ... dd 1.07 –0.05 ... France 2.89 Indonesia 0.33
33.99 16.85 StarBulkCarriers SBLK30.1 4 21.62 –1.29 1.20
20.26 10.23 TrinityCapital TRIN 12.3 13 14.10 +0.90 .15
1.44 0.72 StarEquity STRR ... dd .86 ... ...
40.17 14.29 Trip.com TCOM ... dd 36.47 –0.10 ... Spain 2.22 Japan 0.25
110.83 68.39 Starbucks SBUX 2.0 37 107.10 +0.01 .53
29.43 16.87 Tripadvisor TRIP ... cc 21.89 –2.17 ...
4.18 1.93 StealthGas GASS ... dd 2.66 –0.13 ...
10.55 1.03 TritiumDCFC DCFC ... ... 2.07 +0.68 ... Sweden 1.83 New Zealand 0.06
132.50 59.04 SteelDynamics STLD 1.1 6 124.97 +2.65 .34
100.98 45.08 TriumphFinl TFIN ... 16 63.11 +0.54 ...
36.09 25.49 StellarBancorp STEL 1.7 20 29.80 +0.80 .13
2.59 0.93 trivago TRVG ... dd 1.67 –0.07 ... Italy 1.71 -0.02 Malaysia
35.62 22.39 StepStone STEP 2.7 dd 29.13 –0.47 .20
59.89 39.63 Stericycle SRCL ... cc 55.94 +1.39 ... 4.09 1.30 TrueCar TRUE ... dd 2.91 –0.03 ... Greece 1.70 -0.13 India
28.76 11.66 SterlingCheck STER ... 44 13.27 +0.63 ... 99.01 40.77 Trupanion TRUP ... dd 58.04 +0.94 ...
38.43 20.46 SterlingInfr STRL ... 14 38.30 +2.14 ... 39.36 29.50 TrustcoBank TRST 3.9 9 37.04 +0.42 .36 Denmark 1.44 -0.48 South Korea
45.04 26.36 StevenMadden SHOO 2.4 11 34.97 +1.39 .21 38.47 26.67 Trustmark TRMK 3.1 25 29.66 –0.26 .23
13.32 2.63 StitchFix SFIX ... dd 5.01 +0.85 ... 5.17 1.45 TScanTherap TCRX ... dd 2.84 +0.49 ... Netherlands 1.42 -0.63 Taiwan
78.71 50.83 StockYardsBncp SYBT 1.9 19 60.02 –0.14 .29 2.90 0.46 Tuniu TOUR ... dd 2.21 +0.13 ...
26.60 6.88 StokeTherap STOK ... dd 9.19 –0.05 ... 25.33 6.22 TurtleBeach HEAR ... dd 8.55 –0.13 ... U.K. 1.31 -0.69 Singapore
15.01 6.81 StoneCo STNE ... dd 9.29 –0.33 ... 17.72 1.23 TuSimple TSP ... dd 2.09 –0.12 ...
105.39 65.00 StoneX SNEX ... 9 103.73 –0.23 ... 6.31 2.02 23andMe ME ... dd 2.87 +0.27 ... Switzerland 1.13 -1.01 Thailand
18.20 7.91 TwinDisc TWIN ... 16 10.99 –0.46 ...
27.64 11.04 Stratasys SSYS ... dd 13.79 –0.05 ...
98.22 48.01 StrategicEd STRA 2.5 45 94.17 +1.17 .60
58.76 21.44 TwistBiosci TWST ... dd 22.52 –1.18 ... Germany 0.97 -1.32 Australia
19.33 8.44 2seventybio TSVT ... dd 13.69 +0.84 ...
41.18 19.20 Strattec STRT ... 46 21.40 +0.05 ...
46.44 18.51 StratusProp STRS .0 2 22.90 +0.99 4.67
14.12 4.70 2U TWOU ... dd 9.41 –0.47 ... Belgium 0.87 -1.42 Philippines
14.61 4.93 TyraBiosciences TYRA ... dd 13.10 –0.50 ...
14.43 0.40 StrongholdDig SDIG ... dd .81 +0.29 ...
27.46 21.25 StructureTherap GPCR ... ... 22.14 –0.86 ... U Finland 0.78 -1.91 China
30.83 24.20 SummitFin SMMF 3.1 6 25.94 +0.07 .20 99.40 64.13 UFP Inds UFPI 1.2 8 86.86 –7.43 .25 -0.60 Norway -2.77 Hong Kong
17.98 14.05 SummitStateBk SSBI 3.0 6 16.15 +0.32 .12 103.09 76.97 UMB Fin UMBF 1.7 10 91.67 +0.84 .38
5.78 0.66 SummitTherap SMMT ... dd 2.38 +0.05 ... 7.07 2.68 UPFintech TIGR ... dd 3.87 +0.06 ...
12.60 6.43 SumoLogic SUMO ... dd 11.87 ... ... Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
14.99 11.00 USCB Financial USCB ... ... 12.43 +0.09 ...
29.98 13.25 SunCountryAir SNCY ... 69 19.78 –1.06 ... 163.70 102.12 US Lime&Min USLM .5 20 163.18 +7.07 .20
11.67 4.22 SunOpta STKL ... dd 7.72 +0.23 ... 10.35 9.77 UTA Acqn A UTAA ... cc 10.34 +0.04 ...
28.42
39.13
97.96
12.78
16.80
34.11
SunPower
SunRun
SuperMicroComp
SPWR ...
RUN ...
SMCI ...
67
87
9
16.29
25.21
91.98
+0.96 ...
+2.25 ...
+1.96 ...
6.60
17.26
533.68
0.46
9.47
330.80
uCloudlink
Udemy
UltaBeauty
UCL ...
UDMY ...
ULTA ...
dd
dd
23
4.66
10.65
530.00
–0.18 ...
–1.02 ...
+14.25 ...
Key Foreign Stock Market Indexes
20.98 8.52 SuperiorGroup SGC 4.7 dd 12.03 +1.25 .14 49.98 23.32 UltraClean UCTT ... 28 35.77 +0.02 ... Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date
42.09 24.95 SupernusPharms SUPN ... 62 39.30 +0.63 ... 85.53 33.36 UltragenyxPharm RARE ... dd 48.71 +4.71 ... Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg.
3.72 0.60 SurfaceOncol SURF ... dd .79 –0.03 ... 5.78 3.67 Ultralife ULBI ... dd 4.05 +0.01 ... Amsterdam AEX 765.04 +1.70 +76.03 +11.03 Milan FTSE All Share 30098 +2.11 +4378.95 +17.03
11.16 1.34 Surgalign SRGA ... dd 1.96 –0.16 ... 21.62 15.77 Umpqua UMPQ 4.5 12 18.77 –0.18 .21
63.87 20.46 SurgeryPartners SGRY ... dd 35.00 +0.97 ... 3.70 1.07 UnicoAmerican UNAM ... dd 1.23 +0.01 ... Athens General 1102.76 +3.24 +172.97 +18.60 Oslo Composite 1402.56 –1.11 +39.88 +2.93
45.85 24.33 Surmodics SRDX ... dd 25.21 –3.75 ... 32.00 21.29 UnionBankshares UNB 5.4 10 26.61 +0.11 .36
9.75 3.33 SutroBioph STRO ... dd 6.22 –0.18 ... 28.26 12.52 uniQure QURE ... dd 20.71 –0.71 ... Bangkok SET 1651.67 –0.77 –16.99 –1.02 Paris CAC 7347.72 +3.06 +873.96 +13.50
10.52 9.75 SwiftmergeAcqn IVCPU ... ... 10.27 ... ... 53.26 30.54 UnitedAirlines UAL ... 23 49.63 +0.77 ... Bombay Sensex 61002 +0.53 +161.83 +0.27 Santiago Selective 3210.94 –1.18 +38.37 +1.21
11.37 9.67 SwiftmergeA IVCP ... dd 10.25 +0.01 ... 44.15 33.11 UnitedBkshrsWV UBSI 3.5 15 41.63 +0.33 .36
285.00 2.06 Swvl SWVL ... ... 2.24 –0.23 ... 39.50 27.85 UtdCmtyBks UCBI 2.6 13 33.33 +0.83 .22 Brussels Bel-20 3919.02 +0.81 +217.85 +5.89 Sao Paulo Bovespa 109176 +1.02 –557.68 –0.51
28.48 8.75 Symbotic SYM ... dd 17.36 –0.02 ... 37.26 24.85 UnitedFire UFCS 2.3 49 28.39 –2.56 .16
239.88 81.13 Synaptics SYNA ... 21 122.04 –1.61 ... 26.09 10.12 UnitedGuardian UG 5.2 18 11.87 +0.44 .31 Buenos Aires Merval 249061 –0.33 +46976 +23.25 Seoul Composite 2451.21 –0.75 +214.81 +9.61
1.97 0.51 Synchronoss SNCR ... dd 1.11 +0.19 ... 8.74 6.50 UnitedSecBcshrs UBFO 5.6 9 7.82 –0.19 .11
29.86 13.27 SyndaxPharm SNDX ... cc 26.16 +0.74 ... Copenhagen OMX 20 1926.64 +1.36 +91.35 +4.98 Shanghai Composite 3224.02 –1.12 +134.77 +4.36
283.09 158.38 UnitedTherap UTHR ... 17 255.76 +0.65 ...
85.45 22.89 SyneosHealth SYNH ... 15 39.46 +3.30 ... 14.25 5.34 Uniti UNIT 10.1 dd 5.94 –0.08 .15 Dublin ISEQ 8154.19 +3.69 +1045.37 +14.71 Shenzhen B Share Idx 1230.79 +0.05 +73.46 +6.35
2.65 0.55 Synlogic SYBX ... dd .86 +0.01 ... 30.00 24.80 UnityBancorp UNTY 1.7 7 26.58 –0.28 .11
391.17 255.02 Synopsys SNPS ... 59 354.45 –4.66 ... 18.50 2.09 UnityBiotech UBX ... dd 4.32 –0.07 ... EURO STOXX SXXE 459.65 +1.85 +49.68 +12.12 Singapore FTSE STI 3328.37 –0.96 +77.05 +2.37
3.56 1.71 SyprisSolutions SYPR ... dd 2.04 +0.01 ... 176.41 89.41 UnivDisplay OLED .9 33 132.56 +0.58 .30
14.90 3.02 SyrosPharm SYRS ... dd 4.09 –0.16 ... 34.39 16.30 UnivElectro UEIC ... cc 16.38 –7.93 ... EURO STOXX 50 SXSE 4274.92 +1.83 +481.30 +12.69 Stockholm OMXS 863.51 +1.77 +81.65 +10.44
T 45.00 17.50 UnivLogistics ULH 1.3 5 32.64 +0.04 .105 Frankfurt DAX 15482 +1.14 +1558.41 +11.19 STOXX Europe 50 SXSP 3937.62 +1.14 +285.79 +7.83
10.71 6.52 UnivStainless USAP ... dd 8.56 +0.34 ...
3.88 0.82 TCR2 Therap TCRR ... dd 1.23 –0.05 ... 2.08 0.50 UniversePharm UPC ... dd .66 –0.06 ... Helsinki OMHX 11252 +0.60 +445.01 +4.12 STOXX Europe 600 SXXP 464.30 +1.40 +39.41 +9.28
13.37 5.15 TelaBio TELA ... dd 10.92 –0.25 ... 29.97 23.48 UnivestFin UVSP 2.9 11 28.72 +0.61 .21
7.70 0.66 TFF Pharm TFFP ... dd .72 –0.18 ... 20.23 6.26 UplandSoftware UPLD ... dd 8.75 +0.61 ... Hong Kong Hang Seng 20719 –2.22 +938.40 +4.74 Sydney S&P/ASX 200 7346.80 –1.17 +308.11 +4.38
17.39 12.45 TFS Fin TFSL 7.8 51 14.44 +0.11.2825 161.00 12.01 Upstart UPST ... dd 18.32 +2.01 ... Istanbul IMKB 5026.83 +11.57 –482.33 –8.76 Taipel Weighted 15479 –0.69 +1342.01 +9.49
10.42 9.84 TGVentureAcqn TGVC ... dd 10.31 +0.03 ... 25.74 9.79 Upwork UPWK ... dd 11.72 –0.78 ...
11.04 9.91 TKBCriticalTech1 USCT ... 17 10.46 –0.08 ... 29.74 17.81 UrbanOutfitters URBN ... 16 28.43 +1.77 ... Jakarta Composite 6895.71 +0.22 +45.10 +0.66 Tel Aviv 125 Index 1822.67 +0.22 +9.32 +0.51
11.35 9.90 TLGY Acqn A TLGY ... 27 10.37 +0.01 ... 12.63 4.85 UroGenPharma URGN ... dd 10.22 +1.04 ...
3.34 0.51 TMCthemetals TMC ... dd 1.04 –0.05 ... 4.42 1.22 Usio USIO ... dd 1.98 –0.12 ... Johannesburg All Share 79271 +0.36 +6223.21 +8.52 Tokyo Nikkei-225 27513 –0.57 +1418.63 +5.44
154.38 116.91 T-MobileUS TMUS ... 72 149.35 +5.65 ... 109.50 80.10 UtahMedProducts UTMD 1.3 20 91.50 +1.68 .295
44.43 23.09 TPG TPG 4.7 8 33.73 +1.35 .50 Kuala Lumpur Composite 1476.90 +0.16 –18.59 –1.24 Toronto S&P/TSX 20515 –0.47 +1130.32 +5.83
5.03 2.44 UTStarcom UTSI ... dd 4.57 –0.11 ...
25.05 8.46 TPIComposites TPIC ... dd 12.73 –0.43 ... 17.50 2.21 Uxin UXIN ... 1 2.95 –0.01 ... LISBON PSI 4459.67 +1.00 +39.24 +0.89 Vienna ATX 3495.97 +1.51 +369.58 +11.82
157.77 93.53 T.RowePrice TROW 4.1 18 118.73 +1.11 1.22
88.48 39.50 TTEC TTEC 2.1 21 49.70 +0.20 .52 V London FTSE - 100 8004.36 +1.55 +552.62 +7.42 Wellington S&P/NZX 50 12144 –0.28 +671.42 +5.85
17.49 11.53 TTM Tech TTMI ... 16 14.29 +0.27 ... 10.70 9.84 VMGConsumerA VMGA ... cc 10.28 +0.01 ...
7.01 1.52 Taboola TBLA ... dd 4.00 +0.04 ... 8.31 3.51 VNET VNET ... dd 4.53 –1.78 ... Madrid IBEX 35 9333.03 +2.37 +1103.95 +13.42 Zurich Swiss 11256 +1.13 +526.89 +4.91
7.25 2.09 TabulaRasaHlth TRHC ... dd 6.16 +0.08 ... 11.85 5.85 VOXX Intl VOXX ... dd 11.10 +0.62 ... Manila Composite 6779.02 –1.42 +212.63 +3.24
21.62 6.28 TactileSystems TCMD ... dd 14.02 +1.90 ... 57.53 31.85 VSE VSEC .7 24 55.47 +1.96 .10
166.38 90.00 TakeTwoSoftware TTWO ... dd 112.51 +1.41 ... 9.38 1.08 Vacasa VCSA ... dd 1.52 +0.03 ... Mexico City IPC 53789 +2.49 +5325.78 +10.99 Indexes are based on local currencies. Because of various holidays and other market closings, the most
10.56 0.89 TalarisTherap TALS ... dd 2.03 +0.44 ... 9.21 2.02 Vaccitech VACC ... 6 3.09 +0.31 ... recent close is not necessarily that of the week of publication.
1.94 0.52 Talkspace TALK ... dd .97 +0.03 ... 10.86 9.87 VahannaTechI A VHNA ... cc 10.35 ... ...
11.37 9.96 Talon1AcqnA TOAC ... 34 10.45 ... ... 14.48 10.01 ValleyNatlBncp VLY 3.6 11 12.28 +0.13 .11
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 iShESGAwareMSCI ESGD 2.4 71.27 +0.44 .3084 DirexGoldMinBl2 NUGT .7 33.04 –3.02 .2396 IndSelSectorSPDR XLI 1.6 103.03 +0.89 .4656 iSh MSCI EM EEM 2.4 39.68 –0.51 .5843 SPDRBlmSTHYBd SJNK 5.9 24.69 –0.01 .1329
volume. iShESGAwareEM ESGE 2.5 31.69 –0.47 .5311 DirexHmbldrBull3 NAIL ... 42.69 –1.73 ... InnovEMPwrJul EJUL ... 23.51 –0.19 ... iShMSCIFrance EWQ 2.9 37.55 +1.14 .1231 SPDRDoubleTRTact TOTL 4.7 40.64 –0.22 .1598
iShESGAwareUSA ESGU 1.5 90.31 –0.08 .3504 DirexJrGoldMinBr2 JDST ... 8.20 +0.46 ... InnovIntDevPwApr IAPR ... 24.57 +0.04 ... iShMSCIFrontier FM 2.7 25.29 –0.25 .0796 SPDR DJIA Tr DIA 1.9 338.29 –0.44 .5522
Tick Div
Name Sym Yld Last Chg. Amt. iShESG1-5YCpBd SUSB 1.8 23.88 –0.06 .0482 DirexJrGoldMnBl2 JNUG ... 33.29 –2.00 ... InnovIntDevPwJul IJUL ... 25.14 +0.06 ... iShMSCIGermany EWG 2.8 28.15 +0.38 .0086 SPDREuroStx50 FEZ 2.7 43.93 +0.87 .1663
iShESGUSDCorpBd SUSC 3.0 22.62 –0.14 .0589 DirexRealEstBr3 DRV .5 43.02 +1.62 .2056 InvscDBComm DBC .6 23.85 –0.48 .1447 iShMSCIHongKong EWH 2.9 20.93 –0.56 .2806 SPDRGoldMini GLDM ... 36.56 –0.45 ...
Bats iShFallAngelsUSDBd FALN 5.1 25.11 –0.11 .1132 DirexRealEstBl3 DRN 2.3 11.77 –0.48 .0144 InvscDBAgriFd DBA .5 20.48 +0.30 .0964 iShMSCIIndonesia EIDO 2.4 23.18 –0.22 .2318 SPDR Gold GLD ... 171.26 –2.10 ...
ARKGenomicRev ARKG ... 32.47 +0.30 ... iSh5-10YIGCorpBd IGIB 3.1 50.27 –0.29 .1467 DirexRetailBull3 RETL .5 10.85 +0.97 .0178 InvscDBUSDBull UUP .9 28.09 +0.11 .2466 iShMSCIIntlQual IQLT 2.9 34.76 +0.13 .3035 SPDRNuvBBHYMuni HYMB 3.7 24.93 –0.37 .0811
BlkRkShMaturityBd NEAR 2.0 49.59 +0.05 .1314 iShGSCICmDynRoll COMT 30.8 27.31 –0.53 8.3979 DirexS&P500Br3 SPXS ... 18.47 +0.13 ... InvscDynOil&GasSv PXJ .6 5.51 –0.20 .016 iShMSCIIntlValue IVLU 3.3 25.09 +0.20 .2983 SPDRNuveenMuniBd TFI 1.9 45.81 –0.80 .0859
BlkRkUltShBd ICSH 2.0 50.18 +0.05 .1994 iShGlbCleanEner ICLN .9 19.62 –0.06 .0364 DirexS&P500Bl3 SPXL .3 73.20 –0.66 .1236 InvscEMSovDebt PCY 6.6 19.14 –0.13 .1006 iShMSCIItaly EWI 4.0 30.81 +0.53 .4159 SPDRNuveenSTMuni SHM .7 46.80 –0.57 .0323
DimenIntlCore2 DFIC 1.8 24.18 +0.10 .1245 iShGlbInfr IGF 2.6 47.67 +0.12 .5179 DirexS&PBiotechBr3 LABD .6 14.70 –0.67 .0918 InvscNatAMTFrMuni PZA 2.7 23.16 –0.53 .0565 iShMSCIJapan EWJ 1.2 57.02 –1.10 .1243 SPDRPtfAggBd SPAB 2.6 25.37 –0.12 .0648
GlbXUSInfrDevt PAVE .7 29.53 +0.54 .1407 iShiBdsDec25Trea IBTF 2.2 23.25 –0.04 .0786 DirexS&PBiotechBl3 LABU ... 7.59 +0.25 ... InvscPreferred PGX 6.7 12.31 –0.06 .0608 iShMSCIMexico EWW 2.7 58.54 +2.23 1.0445 SPDRPtfDevxUS SPDW 2.9 32.07 +0.03 .3421
GS PhysGold AAAU ... 18.27 –0.22 ... iShiBdsDec24Trea IBTE 2.3 23.82 ... .0793 DirexS&P500Br1 SPDN 1.0 15.62 +0.05 .1327 InvscS&PEMLowVol EELV 3.4 23.40 –0.11 .096 iShMSCINetherlands EWN 1.7 42.24 +0.65 .2465 SPDRPtfEM SPEM 3.2 34.36 –0.29 .6539
InnovS&P500BuffJun BJUN ... 31.94 –0.03 ... iShiBdsDec23Trea IBTD 2.0 24.72 +0.01 .0827 DirexHiBetaBear3X HIBS .1 4.50 –0.02 .0027 InvscS&P500EW RSP 1.7 151.03 +0.07 .5778 iShMSCIPacxJpn EPP 4.2 44.73 –0.96 .7088 SPDR PtfHYBd SPHY 6.5 22.71 –0.08 .1306
InnovS&P500PwrF PFEB ... 28.99 ... ... iShIntlTreasuryBd IGOV ... 39.29 –0.38 ... DirexS&POil&GasBr2 DRIP ... 14.91 +2.02 ... InvscS&P500GARP SPGP 1.1 89.18 –0.57 .2586 iShMSCIPoland EPOL 2.6 15.92 +0.19 .2684 SPDRPtfIntermCpBd SPIB 2.8 32.11 –0.12 .0959
InnovS&P500PwrD PDEC ... 31.10 –0.09 ... iShJPMUSDEmBd EMB 4.9 85.37 –0.49 .3118 DirexS&POilBl2 GUSH .5 131.28 –21.58 .5792 InvscS&P500HiBeta SPHB .6 73.28 +0.02 .1121 iShMSCISaudiArabia KSA 1.9 37.95 +0.63 .40 SPDR PtfIntTrea SPTI 1.6 28.31 –0.10 .0607
InvscRuss1000Dyn OMFL 1.4 47.23 +0.38 .1995 iShMBS MBB 2.4 93.85 –0.40 .2431 DirexSemiBr3x SOXS .3 21.21 +0.12 .0741 InvscS&P500HiDiv SPHD 3.8 44.80 +0.02 .1446 iShMSCISingapore EWS 2.4 19.75 –0.12 .2051 SPDRPtfLTCorpBd SPLB 4.4 23.00 –0.22 .0923
iPathS&P500VIX VXX ... 11.67 –0.50 ... iShMSCIACWI ACWI 1.7 90.71 –0.09 .6764 DirexSemiBl3 SOXL .7 15.50 –0.30 .0379 InvscS&P500LowVol SPLV 2.1 63.47 +0.35 .1177 iShMSCISthKorea EWY 1.1 60.89 –1.59 .6974 SPDRPtfLgTermTrea SPTL 2.7 29.77 –0.28 .0779
iShMSCIACWIxUS ACWX 2.5 48.69 –0.07 .3824 DirexScBear3 TZA ... 25.76 –1.09 ... InvscS&P500PrVal RPV 2.1 85.37 +0.20 .5431 iShMSCISweden EWD 3.3 35.80 +0.86 .1979 SPDRPtfMtgBkdBd SPMB 3.0 21.98 –0.10 .0555
iShBrdUSDHYCpBd USHY 6.2 35.03 –0.09 .2331
iShMSCIACxJpn AAXJ 1.5 67.97 –1.29 .7872 DirexSCBull3 TNA .2 41.80 +1.61 .099 InvscS&P500Qual SPHQ 1.8 46.09 –0.45 .2346 iShMSCISwitz EWL 1.9 44.91 +0.58 .8573 SPDRS&P500Value SPYV 2.1 41.56 +0.04 .2375
iShCoreMSCIEAFE IEFA 2.5 66.55 +0.34 .3346
iShMSCIChina MCHI 1.7 50.24 –1.06 .7115 DirexKRBull3 KORU ... 9.01 –0.78 ... InvscSrLoan BKLN 5.1 21.08 –0.08 .1221 iShMSCITaiwan EWT 5.3 44.39 –0.51 7.5576 SPDRPtfS&P1500 SPTM 1.6 50.52 –0.04 .2161
iShCurrMSCIEAFE HEFA 3.0 29.47 +0.29 .1133
iShMSCIEAFESC SCZ 1.9 60.37 +0.20 1.125 DirexTechBear3 TECS ... 27.94 +0.26 ... InvscSolar TAN ... 75.70 –0.18 ... iShMSCIUK EWU 3.2 32.81 +0.44 .4704 SPDRPtfS&P500 SPLG 1.6 47.88 –0.09 .2073
iShIntlSelDiv IDV 7.0 28.57 +0.03 .3679
iShMSCIEMxChina EMXC 2.7 49.57 –0.34 .8458 DirexTechBull3 TECL .2 30.24 –0.51 .0492 InvscTaxMuniBd BAB 3.3 26.52 –0.06 .0788 iShMSCIWorldETF URTH 1.6 116.88 +0.05 .8293 SPDRS&P500Growth SPYG 1.0 53.78 –0.29 .1396
iShUSAero&Def ITA .9 116.82 +1.24 .2397
iShMSCIEurFinls EUFN 3.7 19.96 +0.30 .072 Direx20+TreaBr3 TMV ... 123.77 +3.62 ... InvscUltShDur GSY 1.9 49.72 +0.03 .1402 iShNatlMuniBd MUB 2.2 105.89 –1.26 .224 SPDRS&P500HiDiv SPYD 4.8 41.53 –0.02 .5073
iShUSHomeConstrn ITB .8 68.65 –0.79 .1233
iShMSCITurkey TUR 2.1 34.07 +4.72 .1764 Direx20+YrTrBull TMF 1.5 8.09 –0.29 .0471 InvscVarRtPfd VRP 5.2 23.34 –0.10 .1097 iShRuss2000Val IWN 1.9 152.85 +1.94 .9414 SPDRPtfS&P400MC SPMD 1.5 46.73 +0.48 .1691
iShEdgeMSCIMinEAFE EFAV 2.4 66.18 +0.34 .4969
iSh1-5YIGCorpBd IGSB 2.1 50.11 –0.10 .1135 ETFMGAltHarvest MJ 4.0 4.36 +0.11 .0656 InvscWildClnEngy PBW 3.6 44.44 +1.03 .6261 iShRussMC IWR 1.5 73.33 +0.45 .3341 SPDRPtfS&P600SC SPSM 1.2 41.01 +0.51 .1451
iShEdgeMSCIMinVlEM EEMV 1.9 53.87 –0.32 .7556
iSh1-3YTreaBd SHY 1.5 81.18 –0.06 .1524 ETFMGPrmJrSilv SILJ .1 10.06 –0.18 .0057 iShChinaLC FXI 2.5 29.53 –0.61 .5931 iShRussMCGrowth IWP .7 92.60 +1.21 .2362 SPDRPtfSTCpBd SPSB 2.1 29.48 –0.02 .0844
iShEdgeMSCIMinUSA USMV 1.6 72.84 +0.15 .3474
iShPfd&Incm PFF 5.8 32.90 +0.01 .1861 ETFMG US Alt MJUS ... 1.87 +0.08 ... iShCoreDivGrowth DGRO 2.3 51.25 –0.02 .329 iShRuss1000 IWB 1.5 225.20 –0.03 .9274 SPDRShtTermTrea SPTS 1.5 28.89 –0.01 .0707
iShEdgeMSCIUSAMom MTUM 1.8 142.39 –2.33 .8419
iShSelectDiv DVY 3.3 124.80 +0.15 1.0401 EnSelSectorSPDR XLE 3.8 84.49 –5.72 .8596 iShGrwthAllocation AOR 2.0 49.59 ... .3183 iShRuss1000Grw IWF .8 235.31 +0.44 .5724 SPDR PtfTIPS SPIP 6.6 26.00 –0.05 .0597
iShEdgeMSCIUSAQual QUAL 1.5 121.84 –0.53 .4815
iShSemiconductor SOXX 1.0 415.92 –1.61 1.0624 FidelityMSCIEn FENY 3.5 23.04 –1.54 .191 iShCoreHiDiv HDV 3.6 103.34 –1.46 1.145 iShRuss1000Val IWD 2.1 158.21 –0.41 .9748 SPDRS&PBank KBE 2.7 49.48 +0.21 .4198
iShEdgeMSCIUSAVal VLUE 3.0 97.33 –0.04 .7276
iSh7-10YTreaBd IEF 2.1 96.41 –0.55 .2122 FidelityTotalBd FBND 3.2 45.59 –0.17 .143 iShCoreMSCIEM IEMG 2.6 49.05 –0.52 .6589 iShRussell2000 IWM 1.3 193.13 +2.82 .8295 SPDR S&P 500 SPY 1.6 407.26 –0.78 1.7814
iShExpTechSftwr IGV .0 284.75 +0.02 .0234 SPDR S&P Home XHB .9 68.96 +0.25 .1949
iShFRBd FLOT 2.5 50.74 +0.14 .2233 iShShortTreaBd SHV 1.7 110.13 +0.10 .3695 FinSelSectorSPDR XLF ... 36.39 –0.10 ... iShCoreMSCIEur IEUR 2.8 52.38 +0.89 .3399 iShRuss2000Gw IWO .7 238.65 +3.99 .5088
iSh3-7YTreaBd IEI 1.5 115.15 –0.40 .1808 FT DJ Internet FDN ... 141.75 +1.31 ... iShMSCIIntlDev IDEV 2.5 60.37 +0.15 .3329 iShS&P500Grw IVW .8 62.09 –0.31 .1373 SPDRS&PInsurance KIE 1.8 43.88 +0.33 .2728
iShIntlAggBd IAGG 2.2 48.34 –0.09 1.0817 SPDR S&P Metals XME 1.5 56.18 +0.92 .3518
iSh20+YTreaBd TLT 2.7 102.38 –1.01 .2755 FT EnergyAlpDx FXN 2.4 16.08 –1.17 .1252 iShCoreS&P500 IVV 1.6 409.14 –0.82 1.7236 iShS&P500Value IVE 2.0 154.98 +0.14 .8421
iShMSCIChileCap ECH 6.2 29.28 –0.01 .6886 SPDRS&PRegionalBkg KRE 2.3 63.20 +0.21 .4058
iSh0-5YIGCpBd SLQD 2.1 48.05 –0.08 .1021 FT FinlsAlpDx FXO 2.2 45.51 +0.05 .3697 iShCoreS&P MC IJH 1.5 265.94 +2.82 .1278 iShS&PGSCIComm GSG ... 20.30 –0.60 ...
iShMSCIEurozone EZU 2.5 44.73 +0.93 .1749 SchwabEM Equity SCHE 2.8 24.74 –0.19 .6052
JPMNasdEqPrem JEPQ 11.9 43.12 +0.28 .4406 FTInstPfdSecs FPEI 5.1 18.45 –0.15 .0824 iShCoreS&P SC IJR 1.3 105.10 +1.47 .4123 iShS&PSC600Value IJS 1.3 103.50 +1.58 .2578
iShMSCIGlbMet&MnPr PICK 6.4 44.29 +0.42 1.0654 SchwabFundEmgLrg FNDE 5.3 26.07 –0.02 1.1233
ProShUltPrQQQ TQQQ ... 24.04 +0.22 ... FT MngstrDiv FDL 3.5 37.47 –0.41 .3891 iShCoreS&PTotUS ITOT 1.5 91.00 +0.08 .4055 iShShtNatlMuniBd SUB 1.0 103.65 –0.78 .1362
iShMSCIEAFEGrowth EFG 1.2 90.93 +0.55 .1798 SchwabFundIntLrgCo FNDF 2.9 31.55 +0.16 .6188
ProShUltShQQQ SQQQ .4 36.29 –0.58 .1511 FT NaturalGas FCG 3.2 23.04 –1.83 .259 iShCoreUSAggBd AGG 2.5 98.00 –0.42 .2453 iShSilver SLV ... 20.01 –0.23 ...
iShMSCIIndia INDA ... 40.32 –0.02 ... SchwabFundUSLrgCo FNDX 2.0 56.50 +0.02 .3021
USTrea3mBill TBIL 2.2 49.97 +0.05 .1818 FT PfdSecs FPE 5.4 17.83 –0.08 .0718 iShCoreUS REIT USRT 3.2 53.88 –0.36 .5557 iShTIPSBondETF TIP 6.5 107.45 –0.23 .3491
iShMSCIEAFEValue EFV 3.9 49.40 +0.24 .5357 SchwabIntmUSTrsr SCHR 2.2 49.33 –0.19 .1268
VanEckGlFallAnglHY ANGL 4.7 27.54 –0.09 .1242 FT TCWUnPlBd UCON 3.4 24.25 –0.05 .10 iShUSMedDevices IHI .4 53.58 –0.28 .0728 iSh10-20YTreasBd TLH 2.8 110.57 –0.76 .325
iShMtgRealEst REM 10.0 25.23 +0.10 1.0417 SchwabIntEquity SCHF 2.6 34.77 +0.06 .6274
VanEckPharm PPH 1.5 78.17 +0.06 .24 FT ValLineDiv FVD 2.0 40.92 +0.32 .2748 iShESGUSAggBd EAGG 2.2 47.23 –0.21 .112 iSh10+YIGCpBd IGLB 4.5 51.08 –0.50 .2025
iShUSTelecom IYZ 2.4 24.20 +0.71 .1658 SchwabSrtTRmUSTrsr SCHO 1.5 48.24 –0.04 .1093
VanEckSemicon SMH ... 242.77 –1.24 ... FlexGlbUpstmNatRsc GUNR 4.1 43.60 –1.26 .2439 iShEurope IEV 2.8 49.90 +0.75 .2014 iShTreaFRBd TFLO 2.1 50.52 +0.05 .1685
iShUSTreasuryBd GOVT 1.8 22.87 –0.08 .0439 SchwabUS AggrBd SCHZ 2.6 46.12 –0.22 .1198
VangdEM GovBd VWOB 5.3 61.45 –0.40 .2769 FlexiBx3YDurTIPS TDTT 6.3 23.63 –0.04 .0952 iShGlobalEnergy IXC 4.8 38.62 –2.02 1.0962 iShUS Energy IYE 3.5 44.56 –3.04 .4137
JPMBetaCanada BBCA 2.5 61.15 –0.88 .5067 SchwabUS BrdMkt SCHB 1.5 48.05 +0.02 .2117
VangdIntrCorpBd VCIT 3.1 78.57 –0.52 .2355 FrankFTSEIndia FLIN .8 28.20 –0.13 .2121 iShGlobalREIT REET 2.3 24.39 –0.15 .2813 iShUSOilEquip IEZ .6 21.67 –1.21 .0392
JPMBetaEurope BBEU 4.3 53.36 +0.92 .2267 SchwabUS Div SCHD 3.3 76.91 +0.11 .7034
VangdIntermTrea VGIT 1.8 58.63 –0.23 .1216 GlbXCopperMiners COPX 2.8 39.19 +0.74 .3955 iShGoldTr IAU ... 34.93 –0.42 ... iShUSRealEst IYR 2.7 90.66 –0.75 .7844
JPMBetaJapan BBJP 1.4 47.00 –0.90 .6803 SchwabUS LC SCHX 1.5 48.29 ... .2124
VangdIntlDivApp VIGI 2.0 73.14 –0.08 .443 GlbXLithium LIT .9 65.89 –2.23 .5166 iShiBdsDec25Cp IBDQ 2.3 24.44 +0.02 .0611 iShUSTech IYW .4 85.22 –0.11 .1474
JPMUltShMuni JMST 1.3 50.56 –0.07 .1097 SchwabUS LC Grw SCHG .5 61.91 –0.01 .0864
VangdIntlHiDiv VYMI 4.4 63.47 +0.14 .6675 GlbXRuss2000Cvr RYLD 12.2 19.50 +0.06 .1956 iShiBdsDec24Cp IBDP 2.1 24.55 +0.04 .0592 iSh0-5YHYCorpBd SHYG 5.7 41.38 –0.01 .2437
NuvESGLCValue NULV 2.1 35.21 –0.03 .7274 SchwabUS LC Val SCHV 2.3 68.32 –0.08 .4646
VangdLTCorpBd VCLT 4.4 77.58 –0.74 .3074 GlbXS&P500Cv XYLD 12.7 41.01 +0.15 .4101 iShiBdsDec27Cp IBDS 3.0 23.48 –0.10 .072 iSh0-5YTIPSBd STIP 5.7 97.44 –0.10 .3082
-1xShVIXFutures SVIX ... 17.25 +0.60 ... SchwabUS MC SCHM 1.5 71.93 +0.54 .3457
VangdLongTrea VGLT 2.8 63.20 –0.55 .1612 GlbXSilverMiners SIL .5 27.51 –0.48 .0632 iShiBdsDec26Cp IBDR 2.5 23.47 –0.08 .0616 iSh0-3MTreaBd SGOV 1.8 100.31 +0.09 .3936
PacerGlCashCows GCOW 4.1 33.62 +0.11 .381 SchwabUS REIT SCHH 2.4 20.73 –0.22 .1681
VangdMBS VMBS 2.4 46.15 –0.16 .1139 GlbX US Pfd PFFD 6.1 21.02 –0.06 .105 iShiBdsDec23Cp IBDO 1.9 25.13 +0.03 .0557 JPM AlerianMLP AMJ 5.9 23.23 –0.22 .3618
PacerUSCashCows100 COWZ 1.9 48.47 –1.25 .3209 SchwabUS SC SCHA 1.2 45.05 +0.58 .2084
VangdRuss1000Grw VONG .9 60.54 +0.15 .146 GlbX Uranium URA .7 22.10 –0.54 .0492 iShiBoxx$HYCpBd HYG 5.3 74.56 –0.22 .3685 JanusHendersonAAA JAAA 3.1 49.92 +0.08 .2211
PacerUSSCCash100 CALF .8 40.38 +0.54 .1124 Schwab US TIPs SCHP 6.9 52.30 –0.07 .431
VangdRuss1000Val VONV 2.1 69.40 –0.19 .4246 GSTreasury0-1Y GBIL 1.7 99.84 +0.09 .3539 iShiBoxx$InvGrCpBd LQD 3.3 107.04 –0.72 .3421 JanusHendMtg JMBS 2.9 46.09 –0.23 .1125
ProShS&P500Arist NOBL 1.9 92.99 +0.80 .6004 SPDR MSCI exUS CWI 3.0 25.67 –0.05 .35
VangdRuss2000 VTWO 1.3 77.90 +1.09 .4155 GSActiveBetaIntlEq GSIE 2.8 30.92 +0.13 .1453 iShLatinAmer40 ILF 11.8 24.62 +0.59 1.8137 JanusHenShrtDur VNLA 4.5 47.79 +0.02 .1406
ProShShtVIXST SVXY ... 64.19 +1.33 ... SPDR S&PMdCpTr MDY 1.2 486.42 +5.10 1.6655
VangdSTCpBd VCSH 2.1 75.58 –0.17 .1723 GSActiveBetaUSLC GSLC 1.5 81.05 –0.01 .3508 iShMSCIAustralia EWA 5.0 23.69 –0.48 .4302 JPMEquityPrem JEPI 11.7 54.90 +0.13 .4439
ProShUltVIXST UVXY ... 5.12 –0.33 ... SPDR S&P Biotch XBI ... 86.80 +1.18 ...
VangdShtTmInfltn VTIP 6.8 46.94 –0.02 1.117 GraniteGold BAR ... 18.23 –0.24 ... iShMSCIBrazil EWZ 12.3 28.69 +0.59 2.0217 JPM UltShIncm JPST .0 50.28 +0.04 .1709
ProShVIXSTFut VIXY ... 9.45 –0.37 ... SPDR S&P Div SDY 2.5 129.32 +1.14 .89
VangdShortTrea VGSH 1.3 57.81 –0.06 .1247 HealthCareSelSect XLV 1.5 131.99 –0.50 .5561 iShMSCICda EWC 2.2 34.99 –0.50 .4915 KraneCSIChInt KWEB ... 31.22 –0.49 ...
2xLongVIXFut UVIX ... 19.10 –1.85 ... SPDRS&POil&Gas XOP 2.6 130.62 –10.18 .9502
VangdTotalBd BND 2.5 72.54 –0.33 .176 iMGPDBiMgdFut DBMF 3.7 28.54 +0.27 2.2474 iShMSCI EAFE EFA 2.5 71.02 +0.35 .2684 MatlsSelSector XLB 2.2 81.30 –0.73 .509
VanEckHYMuni HYD 3.9 51.36 –0.78 .1788 SPDR S&P Retail XRT 1.8 71.23 +2.37 .544
VangdTotIntlBd BNDX 1.5 48.20 –0.15 .0627 MicroFang-3xInv BERZ ... 18.57 –0.02 ...
VanEckIntermMuni ITM 2.0 45.66 –0.66 .0923 SprottUranium URNM ... 35.13 –1.00 ...
VangdTotIntlStk VXUS 2.9 55.25 –0.07 .6289 MicroFang3xLvg BULZ ... 35.59 –0.64 ...
VanEckMstrWdMoat MOAT 1.1 72.60 ... .8119 StriveUSEner DRLL ... 28.42 –1.76 ...
WisdTrCloud WCLD ... 29.33 +0.33 ... MicroFANG-3XInvr FNGD ... 27.15 –0.26 ...
VanEckShHYMuni SHYD 2.7 22.15 –0.41 .0468 TechSelectSector XLK .9 139.82 –0.56 .3654
WisdTrUSQltyDiv DGRW 2.1 62.72 +0.20 .005 MicroFang+3x FNGU ... 77.23 –0.94 ...
Selected ETF Leaders

VanEckVietnam VNM .9 11.88 –0.07 .0034 TeucriumWheatFd WEAT ... 7.78 –0.22 ...
MicroGold3XInvr GDXD ... 8.24 +0.87 ...
VangdESGUSStk ESGV 1.3 71.54 +0.21 .3154 NYSE ARCA USGlobalJets JETS ... 19.90 +0.25 ...
MicroGold3xLvgd GDXU ... 37.81 –5.07 ...
VangdUltShrtBd VUSB 1.8 49.08 +0.01 .1554 UtilitiesSelSector XLU 3.0 68.48 +0.77 .5722
AGF USMktNeut BTAL 1.1 19.77 –0.10 .2132 PGIMUltraShBd PULS 2.6 49.39 +0.08 .2126 VanEckBDCIncm BIZD 10.2 15.60 +0.24 .4227
NASDAQ ARK Innovation ARKK ... 41.86 +2.71 ... PimcoEnhShMat MINT 2.2 99.43 +0.12 .33 VanEckGoldMin GDX 1.7 28.41 –1.21 .4762
ARK NextGen ARKW ... 53.08 +4.19 ...
iShares Core S&P Pimco0-5YHyCpBd HYS 5.1 90.59 –0.22 .44
1.42% VanEck IG FR FLTR 2.7 25.26 +0.03 .1198
AXS1.25XNVDABrDly NVDS 1.2 23.21 –0.33 2.2591 abrdnBbgACLgStrK1 BCD 5.4 33.31 –0.55 1.801 Small Cap (IJR) ProShBitcoin BITO 1.0 15.53 +1.98 .1493 VanEckJPMEMLCBd EMLC 5.6 24.64 –0.12 .1203
AXSShInnovDly SARK .0 39.41 –2.86 13.748 abrdnPhysGold SGOL ... 17.64 –0.22 ... ProShShBitcoin BITI .3 25.68 –3.91 .0144 VanEckJrGoldMin GDXJ .5 34.59 –1.05 .1825
AXSTSLABrDly TSLQ 1.1 43.43 –2.87 2.0285 abrdnPhysSilver SIVR ... 20.89 –0.24 ... ProShShtDow30 DOG .4 32.83 +0.04 .1354
AXS2XInnovation TARK ... 71.64 +8.15 ... iShares Core MSCI VanEckMerkGoldTr OUNZ ... 17.85 –0.23 ...
AdvShPureUSCan MSOS ... 7.15 +0.43 ... 0.51 ProShShortHY SJB .5 18.77 +0.09 .0873 VanEckOilSvcs OIH .9 312.48 –16.76 2.8887
DirexTSLABr1x TSLS .3 26.83 –1.82 .0563 AlerianMLPETF AMLP 7.6 39.53 –0.58 .77
EAFE (IEFA) ProShShortQQQ PSQ .4 13.04 –0.05 .0509 VangdExtMkt VXF 1.0 148.70 +2.29 .6783
DirexTSLABl1.5x TSLL .5 13.20 +1.04 .0479 AmpCWPEnhDiv DIVO 4.8 35.79 –0.06 .1437 ProShShRuss2000 RWM .4 22.34 –0.29 .0959 VangdInfoTech VGT .8 360.52 –0.56 .872
FT CapStrength FTCS 1.2 74.67 ... .2915 ArkFinInnov ARKF ... 18.54 +0.76 ... Invesco QQQ Trust ProShShrtS&P500 SH .3 15.16 +0.05 .051 VangdSC Grwth VBK .5 225.10 +2.81 .469
FT CloudComp SKYY .2 65.61 +1.21 .0113 AvantisUSEquity AVUS 1.5 72.74 –0.09 .322 0.49 ProShSh20+Tr TBF .4 22.15 +0.25 .0822
FT DorseyFoc5 FV 1.3 47.76 –0.42 .2329 (QQQ) VangdSC Val VBR 1.9 173.66 +1.73 1.119
AvantisUSSCValue AVUV 1.6 82.72 +0.84 .4186 ProShUltBlmCrude UCO ... 27.39 –2.38 ... VangdDivApp VIG 1.9 156.03 +0.63 .8687
FT EnhShtMat FTSM 1.9 59.59 +0.05 .201 BlkRkUSCarbon LCTU 1.5 45.24 –0.03 .1906 ProshUltBlmNatGas BOIL ... 5.12 –1.54 ... VangdEnergy VDE 3.8 117.29 –7.83 1.3611
FT GlTactCommod FTGC 7.0 23.74 –0.33 2.5279 BreakwDryBulk BDRY ... 6.60 –0.63 ... Vanguard Dividend ProShUltDow30 DDM .8 66.22 –0.05 .2345 VangdExtDuratn EDV 3.1 86.30 –1.21 .6914
FT LowDurOpp LMBS 2.3 47.87 –0.13 .135 0.41
CapitalGrpDivVal CGDV 1.3 24.79 –0.08 .1394 Appreciation (VIG) ProShUltraQQQ QLD .2 44.03 +0.30 .1092 VangdFTSEAWxUS VEU 2.9 53.59 –0.03 .6186
FT LowDurStrat LDSF 2.7 18.56 –0.09 .057 CapGrpGlbGrw CGGO .5 22.65 –0.05 .081 ProShUltRus2000 UWM .3 37.64 +1.01 .1259 VangdAWxUSSC VSS 2.1 109.96 –0.13 1.8275
FT NasdCybersec CIBR .3 41.90 +0.30 .0954 CapitalGrpGrw CGGR .3 22.34 –0.01 .0469 ProShUltraS&P SSO .4 49.84 –0.27 .1815 VangdFTSEDevMk VEA 2.7 45.27 +0.06 .4895
FTRisingDivAch RDVY 2.0 47.62 –0.27 .3756 CapGrpIntlFocus CGXU .9 22.53 –0.06 .1215 Vanguard FTSE ProShUltSilver AGQ ... 25.79 –0.75 ...
0.13 VangdFTSE EM VWO 3.9 40.71 –0.36 .6347
FT SMID CapRising SDVY 2.0 29.10 +0.21 .2302 CommSvsSPDR XLC 1.0 55.35 +0.39 .1177 Developed Markets ProShUltDow30 UDOW .8 59.48 –0.18 .1821 VangdFTSE Europe VGK 2.9 61.15 +1.07 .3979
FT SrLoanFd FTSL 5.0 45.70 –0.14 .285 CnsmrDiscSelSector XLY .9 150.57 +2.42 .3658 (VEA) ProShUltRus2000 URTY .2 49.27 +1.81 .1053 VangdFTSE Pac VPL 2.6 67.51 –1.15 1.026
FT TCW Opp FIXD 3.2 44.57 –0.27 .15 CnsStapleSelSector XLP 2.5 73.68 +0.71 .533 ProShUltS&P500 UPRO .4 38.54 –0.35 .1361 VangdFinls VFH 2.1 89.12 ... .6167
GlbXNasd100Cv QYLD 12.9 16.68 –0.31 .1696 Vanguard Total Stock ProShUltShDow30 SDOW .4 25.36 +0.03 .0972
DimenEmgCore DFAE 2.7 23.03 –0.23 .1603 0.03 VangdGrowth VUG .6 238.31 +0.18 .4483
GlbX Robotics&AI BOTZ .2 23.58 –0.29 .0466 DimenEMCore2 DFEM 2.5 23.61 –0.13 .1501 Market (VTI) ProShShtRus2000 SRTY .2 39.50 –1.78 .0895 VangdHiDiv VYM 3.0 109.77 –0.29 .9745
Granite1.5xLgCoin CONL ... 10.27 +1.78 ... DimenIntlCore DFAI 2.5 27.00 +0.08 .1332 ProShUltSh&P500 SPXU .5 13.99 +0.12 .0664 VangdIntermBd BIV 2.4 74.94 –0.42 .1745
InvscActMgdETC PDBC 13.5 14.28 –0.31 1.9283 DimenIntlValue DFIV 3.5 33.05 +0.23 .2946 SPDR S&P 500 ETF ProShUltBloomCrd SCO ... 25.42 +1.96 ... VangdLongTermBd BLV 3.9 74.27 –0.76 .2343
InvscBS25CpBd BSCP 2.3 20.18 –0.03 .0502 DimenUSCore DFAU 1.3 28.99 +0.04 .1129 -0.19 ProShUltShBlmGas KOLD ... 71.43 +14.80 ... VangdMegaGrwth MGK .6 192.88 –0.34 .3389
InvscBS24CpBd BSCO 2.2 20.56 ... .0487 DimenUSCoreEq2 DFAC 1.4 26.06 +0.04 .1242
Trust (SPY) ProShUltDow30 DXD .3 41.65 +0.08 .1073 VangdMC VO 1.5 220.56 +0.87 1.1208
InvscBS26CpBd BSCQ 2.6 18.99 –0.06 .0534 DimenUSHiProf DUHP 1.0 25.20 –0.04 .1125 ProShUltShEur EPV .4 10.50 –0.36 .0419 VangdMC Val VOE 2.1 144.03 +0.29 1.1028
InvscBS23CpBd BSCN 1.6 21.07 +0.02 .0368 DimenUSSCValue DFSV .8 27.69 +0.27 .1048 Vanguard Total Bond ProShUltOil&Gas DUG .3 13.09 +1.57 .0352 VangdRealEst VNQ 3.6 89.17 –0.79 1.1635
InvscHYEquDivAch PEY 4.1 21.34 +0.31 .0683 -0.45 ProShUltShQQQ QID .2 20.14 –0.17 .038
DimenWorldexUS DFAX 3.1 23.12 +0.03 .1867 Market (BND) VangdS&P500ETF VOO 1.6 374.22 –0.80 1.6717
InvscKBWBank KBWB 2.7 57.46 –0.31 .4071 DirexAeroBl3 DFEN .4 22.16 +0.60 .0509 ProShUltShRus2000 TWM .2 13.52 –0.39 .0288 VangdST Bond BSV 1.5 75.43 –0.13 .1283
InvscNasd100 QQQM .7 123.90 +0.58 .2704 DirexCSIChinaInt CWEB ... 52.61 –1.84 ... ProShUltShS&P500 SDS .4 40.76 +0.24 .159 VangdSC VB 1.4 202.74 +2.14 1.0092
InvscQQQI QQQ .7 301.16 +1.46 .5186 DirexDJBear3X WEBS .3 22.36 –0.89 .062 Vanguard FTSE ProShUltraSh20+ TBT .4 30.69 +0.66 .1359 VangdTaxExemptBd VTEB 2.2 49.59 –0.85 .1122
-0.88
InvscVarRateInvt VRIG 2.7 25.06 +0.07 .102 DirexDJBull3X WEBL ... 8.21 +0.15 ... Emerging Markets QuadIntRtVol IVOL 4.1 21.42 –0.02 .067 VangdTotalStk VTI 1.6 205.08 +0.07 .9305
iShAsia50ETF AIA 1.9 61.69 –1.61 .95 DirexEMBear3x EDZ ... 12.34 +0.45 ... (VWO) RealEstSectorSPDR XLRE 3.4 39.61 –0.51 .4207 VangdTotWrldStk VT 2.1 92.28 +0.03 .6381
iShBiotech IBB .3 133.36 +1.00 .1014 DirexEnergyBr2 ERY ... 30.75 +3.72 ... SPDRBlackSrLoan SRLN 5.8 41.84 –0.15 .25 VangdValue VTV 2.5 143.40 –0.35 1.0406
iShBrdUSDInvCpBd USIG 3.2 49.84 –0.25 .1538 DirexEnergyBl2 ERX 2.4 60.93 –8.80 .3298
SPDR Gold Shares SPDRBlmCvSecs CWB 2.1 68.31 +0.08 .0636 WisdTrEMxSOE XSOE 2.4 28.00 –0.40 .225
-1.21
iShCoreMSCITotInt IXUS 2.3 61.88 –0.07 .49 DirexChinaBr3 YANG ... 9.88 +0.59 ... (GLD) SPDRBlmEMLocBd EBND 4.7 20.89 –0.17 .0942 WisdTrEM HiDiv DEM 8.2 37.68 ... .4308
iShCore1-5YUSDBd ISTB 2.1 46.63 –0.08 .1031 DirexChinaBl3 YINN 1.1 49.69 –3.48 .4561 SPDR Blm HY Bd JNK 6.1 91.38 –0.35 .4782 WisdTrFRTrea USFR 2.1 50.40 +0.06 .185
iShCoreS&PUSGrw IUSG 1.0 86.59 –0.34 .0308 DirexFinlBear3 FAZ .0 16.13 +0.18 .0009 Source: Barron’s Statistics SPDRBlmInvGrdFR FLRN 2.4 30.62 +0.07 .1557 XtrksHarvCSI300 ASHR 1.1 29.42 –0.73 .3162
iShCoreS&PUSValue IUSV 2.1 75.68 +0.18 .4318 DirexFinlBull3 FAS .8 86.51 –1.08 .3259 SPDRBB1-10YTIPS TIPX 5.8 18.56 –0.05 .0263 XtrksMSCIEAFE DBEF 1.8 35.13 +0.35 .1397
iShCoreTotalUSDBd IUSB 2.6 45.42 –0.18 .1222 DirexGoldMinBr2 DUST ... 14.60 +1.19 ... SPDRBbg1-3MTB BIL 1.7 91.62 +0.10 .336 XtrksUSDHYCpBd HYLB 5.5 34.14 –0.09 .1791
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. Stocking Up: Equity funds crossed into positive cash flow, with the past month’s average weekly inflow
Association of Securities Dealers.
Total returns reflect both price rising to $620 million. Inflows ebbed at bond funds, with taxable-bond fund average inflows subsiding to $3.4
changes and dividends; these Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. billion, and municipal-bond fund inflows dropping to $950 million. Money-market flows went from negative to
figures assume that all distribu- NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
tions are reinvested in the fund. LtdTEBdA 15.08 -0.16 0.4 -1.5 Bridge Builder Trust: Fixd 10.08 0.00 0.5 -0.5
a positive $900 million.
Because Lipper is constantly up-
dating its database, these returns N PerA 51.33 0.10 8.5 19.9 CoreBond 8.92 -0.05 1.5 -6.9 GblAll60 40Inst 19.41 -0.01 4.7 15.1
may differ from those previously NEcoA 47.10 0.02 8.3 7.0 CorePlusBond 8.79 NA NA NA GlEqInst 28.24 0.02 7.2 25.9 Equity Funds Municipal Bond Funds
published or calculated by others. NwWrldA 70.36 -0.20 5.9 6.2 Intl Eq 11.65 0.02 8.7 3.6 GlRESec 10.33 -0.09 6.4 -6.0
3 year returns are cumulative. The SmCpA 61.61 0.31 9.8 12.2 InfProtSec 10.93 -0.04 1.0 2.5 1900 1600
NAV is the last reported closing LargeCapGrowth 18.36 -0.03 7.4 21.2
price for the week. Footnotes: NA:
STBFA 9.44 -0.02 0.2 -1.5 LargeCapValue 15.70 0.02 4.6 34.5 IntGvFxdInc 10.91 -0.04 0.8 -9.6
not available. NE: performance STTxExBdA 9.82 -0.08 0.1 -0.8 MunicipalBond 9.76 -0.13 1.0 -2.3 IntlCoreEq 14.54 0.06 7.6 15.9 -3700 500
excluded by Lipper editor. NN: fund TECAA 16.32 -0.24 1.0 -3.9 S/MCapGrowth 12.91 0.14 9.9 14.1 IntlREst 3.87 -0.02 4.3 -17.3
not tracked. NS: fund not in TxExA 12.13 -0.18 1.1 -3.5 S/MCapValue 13.46 0.09 8.8 31.1 IntlSustCore1 11.47 0.06 7.9 11.5 -9300 -600
existence for whole period. e: ex WshA 53.06 -0.35 2.1 25.6 IntlVal 19.27 0.12 8.4 25.8
capital gains distributions. f: Brown Advisory Funds:
previous day’s quote. n: no front- AMG Managers Funds:
GrwthEquityInst 23.37 -0.11 7.9 4.2
IntlVectorEq 12.75 0.05 7.7 18.0 -14900 -1700
or back-end sales charge. p: fund YachtmanFocFd I 18.85 -0.25 4.5 29.0 IntSmCo 18.60 0.04 6.8 12.7
assets are used to pay marketing YacktFocFd N n 18.92 -0.25 4.5 28.2 C IntSmVa 20.12 0.04 7.0 17.2 -20500 -2800
and distribution costs (12b-1 fees). IntTermMuni 9.90 -0.12 0.2 -1.3
r: fund levies redemption fee or YacktmanFd I 22.12 -0.17 4.7 31.6 Dec Jan Feb Dec Jan Feb
back-end load. s: stock dividend or Angel Oak Funds Trst: Calamos Funds: IntVaIII 16.59 0.10 8.4 26.1
split of 25% or more. t: fund charges AglOkMtiStFdClIn 8.53 NA NA NA MktNeutI 14.08 0.00 2.3 7.3 LgCo 27.85 -0.05 6.5 26.5
12b-1 fees (for marketing and
AQR Funds: Calvert Investments: LgCpIntl 24.89 0.09 7.6 14.7 Money Market Funds Taxable Bond Funds
distribution) and a back-end load.
v: capital-gains distribution may be LgCapDefStyle I 25.45 0.00 1.8 16.7 Eq A 68.52 -0.20 3.6 27.5
SclCrEqInst 13.44 0.07 8.6 12.1 24600 6900
a return of capital. x: ex cash
STExQual 10.15 -0.01 0.7 -3.4
MgdFutStrI 8.65 0.09 -0.7 32.6 Carillon Scout:
dividend. STGov 9.82 0.01 0.5 -5.0 17500 3200
ArbitrageI : MidCap I 20.58 -0.01 6.2 24.8 STMuniBd 10.06 -0.02 0.2 0.4
Net YTD 3-Yr. ArbitrageI 12.76 0.04 0.4 5.9 CausewayInst :
NAV Chg. % Ret. % Ret.
US CoreEq1 31.95 0.04 7.3 31.4 10400 -500
Artisan Funds: CausewayInst 17.60 0.17 10.5 21.0 US CoreEq2 29.15 0.05 7.4 33.6
A GblOppInst 28.75 0.12 8.9 15.3 CIBC Atlas: US Micro 25.34 0.45 10.7 41.4
Intl Inv n 25.68 0.09 7.4 -1.3 US Small 42.73 0.61 10.4 39.2
3300 -4200
DispEq Inst 25.21 -0.09 4.6 20.2
AAM: IntlInst 25.82 0.09 7.4 -0.6 ClearBridge: US SmCpVal 43.22 0.53 10.0 57.9
IntlVal Inst 41.72 0.49 8.1 27.5 US TgdVal 30.26 0.31 10.5 56.7
-3800 -7900
B&GIncGroClI 22.45 -0.08 1.1 18.1 AggressGrowthA105.52 1.36 9.4 1.0
AB Funds: IntlVal Inv n 41.58 0.48 8.1 26.5 AllCapValueA 12.90 0.01 5.9 24.1 USLCpGr 26.74 0.02 4.7 30.4 Dec Jan Feb Dec Jan Feb
CapFdInc.LCapGow 75.24 0.13 7.8 25.0 MidCapInst 37.95 0.58 13.4 15.5 AppreciationA 27.69 -0.07 3.0 23.0 USLgVa 43.49 -0.33 4.8 26.1
MidCapInv n 31.80 0.48 13.4 14.7 USLgVaIII 28.47 -0.21 4.8 26.4 A red chart indicates a lower value than the starting period. Green means it's higher than the starting period.
IntlStraEquPtZ 11.42 -0.01 8.7 2.2 DividendStrat1 n 27.30 -0.05 2.1 25.0
USSoCoreEq2 21.07 0.11 9.5 29.7 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI
MuniIncmShares 10.99 -0.19 2.0 -0.6 B DividendStratA 27.28 -0.04 2.1 23.9
AB Funds - A: LargeCapGrowthA44.62 0.00 11.6 11.2 USSustCoreI 32.64 0.17 8.2 31.8
LargeCapGrowthI 51.97 0.00 11.6 12.1 USVectorEq 23.15 0.10 8.5 36.4
LgCpGrA 66.96 0.11 7.7 23.8 Baird Funds: Dodge & Cox: Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
RelatValA 6.13 0.01 4.6 32.5 AggBdInst 9.71 -0.05 1.4 -7.8 LargeCapValueI 37.59 0.04 3.1 26.7 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
AB Funds - ADV: SmallCapGrowthIS 41.93 0.70 12.4 22.6 Balanced n 97.73 -0.43 4.7 22.7
CorBdInst 9.99 -0.05 1.4 -6.7 Dodge & Cox n 10.32 -0.06 2.4 2.4 InflPrBdIndInsPr n 9.11 -0.02 1.0 2.5 FF2015 n 10.68 -0.04 3.7 5.1 DivStkO n 27.33 -0.19 6.1 30.8 SrsIntlGrw 15.40 -0.07 8.0 11.5
GlbBd 6.80 -0.04 1.6 -8.4 IntBdInst 10.15 -0.02 0.9 -3.7 Cohen & Steers: IntlIdxInstPrem n 44.39 0.19 7.8 11.7 FF2020 n 13.31 -0.05 4.3 6.7 EmrMkt n 33.93 -0.41 8.0 3.6 SrsGroCoRetail 15.29 0.04 11.0 43.0
GlbRltyI 52.10 -0.44 7.6 -5.4 GblStock n 13.65 0.01 8.2 29.5
HiIncmAdv 6.67 -0.06 3.1 -2.3 ShtTBdInst 9.26 -0.01 0.6 0.1 Income n 12.42 -0.06 1.9 -3.2 IntlIndex n 10.48 -0.02 6.8 8.2 FF2025 n 12.27 -0.05 4.7 8.3 Eq Inc n 65.42 -0.17 2.6 27.3 SrsIntlSmCp 15.91 0.04 7.2 12.5
IntlStraEquPtADV 11.40 -0.01 8.6 2.2 Baron Funds: InstlRlty 46.19 -0.30 8.5 5.3 IntrTresBdIxPrem n 9.62 -0.05 0.7 -9.1 FF2030 n 15.39 -0.06 5.2 10.6 EqDivIncm n 27.11 0.09 5.9 30.0 SrsIntlVal 10.76 0.01 7.3 22.5
Intl Stk n 46.35 0.21 7.5 15.4
LgCpGrAdv 75.33 0.13 7.7 24.7 Asset n 93.01 0.75 7.1 11.6 PrefSecIncnI 12.30 -0.10 5.2 -1.4 LgCpGwId InstPre n 22.87 0.04 9.8 26.6 FF2035 n 13.33 -0.05 6.0 14.7 Fidel n 62.17 -0.15 6.6 23.1 STBF n 8.24 -0.01 0.6 -0.7
Stock n 229.40 -0.62 6.3 36.7
SelectUSLgShrt 12.37 -0.05 0.7 14.9 Growth n 94.53 2.06 11.2 23.7 RltyIncI 16.51 -0.07 8.9 3.7 LgCpVlIdxIstPrem n 15.44 -0.04 4.3 22.3 FF2040 n 9.50 -0.03 6.9 17.9 FltRateHi n 9.14 -0.03 2.8 9.7 StkSelSmCp n 30.98 0.36 10.6 33.8
DoubleLine Funds:
SmMidCpValAdv 22.58 0.15 11.5 32.6 Partners n 144.33 5.67 29.4 94.0 RltyShs n 63.44 -0.41 8.5 4.6 LTTrsBdIdxInstPr n 10.38 -0.11 2.8 -23.9 FF2045 n 10.92 -0.03 7.0 18.1 FocsdStk n 24.79 -0.11 4.9 20.6 StkSlcACap n 60.12 -0.03 8.1 27.3
Aberdeen Fds: Colorado BondShares: CoreFxdIncmI 9.34 -0.04 2.0 -8.0 MidCpInxInstPrem n 28.17 0.17 8.7 24.5 FF2050 n 11.04 -0.04 6.9 18.0 FournOne n 50.09 -0.02 6.4 15.1 StratDivInc n 15.99 -0.02 4.1 20.9
Baron Instl Shares: LowDurBdI 9.47 0.00 1.3 0.7
EmMktEqty Inst 13.12 -0.18 5.0 -5.3 ColoradoBdShs 8.65 -0.10 1.5 5.6 OTCK6Port 15.52 -0.03 10.4 27.4 Free2055 n 12.80 -0.04 6.9 18.0 GNMA n 10.17 -0.06 1.3 -8.2 TaxFrB n 10.73 -0.17 1.4 -3.6
AssetInst 98.25 0.80 7.2 12.5 ShillerEnhCAPEI 13.13 0.00 11.6 18.4
Advisers Inv Trst: Columbia Class A: RealEstIdxInst n 15.72 -0.14 8.2 -5.4 Free2060InstPrem 14.65 -0.01 6.6 14.6 GovtInc n 9.19 -0.04 0.9 -9.6 TotalBond n 9.46 -0.06 1.9 -4.9
EmergingMktsInst 13.46 -0.26 3.2 -8.8 TotRetBdI 8.92 -0.03 2.0 -8.4
BalancedA 42.44 -0.21 4.7 13.0 SAIUSLgCpIndxFd 17.90 -0.03 6.5 26.6 Freedom2015 K 10.67 -0.04 3.7 5.4 GroCo n 25.17 0.07 11.8 37.5 TotalBond K6 8.80 -0.05 1.8 -4.5
Balanced n 81.39 -0.21 2.5 22.4 GrowthInst 99.57 2.18 11.3 24.7 TotRetBdN n 8.91 -0.03 1.9 -9.1
ContCoreA 25.88 -0.13 6.6 24.5 SeriesBondFd 8.94 -0.05 1.2 -8.7 Freedom2020 K 13.30 -0.05 4.3 6.9 GroInc n 50.86 -0.23 6.9 36.0 Trend n 121.47 0.83 12.8 23.2
Growth n 99.43 -0.25 3.3 32.4 PartnersInst 149.95 5.90 29.4 95.5
DisplCoreA 11.76 -0.06 7.5 25.9 SeriesOverseas 11.85 0.09 9.1 14.5 Freedom2020K6 13.24 -0.05 4.3 7.2 GrowCoK 25.29 0.07 11.9 37.8 Value n 13.80 0.02 10.5 48.4
Akre Funds: SmallCapInst 30.16 0.32 13.9 18.6 E
DivIncA 29.29 -0.03 1.3 26.3 SerLTTreBdIdx 6.00 -0.05 2.8 -23.9 Freedom2025 K 12.26 -0.05 4.8 8.6 GrStrt n 50.92 0.55 9.1 17.3 ValueDisc n 35.59 -0.11 1.3 32.0
AkreFocusInst 51.34 -0.15 6.8 13.1 Bernstein Fds:
Eaton Vance Class A: SmCpIdxInstPrem n 24.04 0.36 10.8 20.0 Freedom2025K6 12.22 -0.05 4.8 8.9 GwthDiscovery n 43.69 0.08 7.0 30.5 Wrldw n 26.63 0.01 5.9 16.1
AkreFocusRtl 49.48 -0.14 6.8 12.2 DivrMuni n 13.71 -0.13 0.8 -1.1 DivOpptyA 35.54 -0.14 2.0 26.9
STBdIdx InstPrem n 9.49 -0.02 0.4 -2.5 Freedom2030 K 15.38 -0.06 5.2 10.9 HighInc n 7.35 -0.07 1.6 -5.0 Fidelity SAI:
AmanaGrowth n: IntmDur n 11.36 -0.06 1.3 -9.0 LgCpGrowA 44.80 -0.09 8.0 16.4 TMG1.1 79.23 -0.16 6.4 24.8 STTreIdx InstPre n 9.86 -0.02 0.3 -3.1 Freedom2030K6 15.32 -0.06 5.2 11.3 IntBd n 9.93 -0.03 1.0 -3.9 FidSAIEmgMktIndx 12.77 -0.16 4.8 -3.9
AmanaGrowth n 60.19 -0.24 5.2 41.1 NY Mun n 13.24 -0.14 0.8 -1.9 LgCpVl A 15.23 -0.10 2.6 24.6 Eaton Vance Class I: TMktIdxInstPrem n 113.75 0.09 7.3 25.1 Freedom2035 K 13.32 -0.05 6.0 15.1 IntlDisc n 42.09 -0.05 6.2 6.6 FidSAIIntlIndxFd 12.66 0.05 7.7 11.6
Amer Beacon Insti: BlackRock Funds: LiGoBalA 10.26 -0.04 4.5 5.9 AtlCpSMID 35.91 0.06 5.1 27.7 TotalMarketIndex n 14.33 0.01 7.3 25.8 Freedom2035K6 13.28 -0.04 6.1 15.6 IntlEnhIdx n 10.06 0.06 7.5 11.1 IntlValIdx 9.07 0.09 9.0 15.2
SelgComuInfoA 92.90 -0.24 13.6 46.3 FltgRt 8.36 -0.02 3.2 7.0
SmCpInst 24.91 0.33 11.1 39.4 CoreBd Inst 8.33 -0.05 1.8 -8.0 TtlIntIdxInstPr n 12.49 -0.03 6.7 8.0 Freedom2040 K 9.50 -0.03 6.7 18.3 IntlGrRet n 17.14 -0.08 7.7 8.1 LowDurationInc 9.95 0.00 0.8 NS
TaxEA 11.61 -0.23 1.3 -7.3 GblMacAbR 8.26 NA NA NA
American Century G: HiYBlk 6.74 -0.07 2.3 1.7 USBdIdxInstPrem n 10.26 -0.06 1.1 -8.7 Freedom2040K6 9.45 -0.03 6.8 18.8 IntlSmCap n 28.77 0.16 7.6 14.6 SAIEmgMktLoVolIx 10.03 -0.04 2.6 6.9
Columbia Class Adv: IncBos 4.94 -0.05 2.2 3.9
GlBond 8.50 -0.03 1.8 -8.4 HiYldBd Inst 6.73 -0.08 2.2 1.4 USSusIdx n 17.76 -0.01 6.6 25.0 Freedom2045 K 10.91 -0.03 7.0 18.4 IntMu n 9.94 -0.13 0.7 -1.7 SAIInflaFocFd 9.33 -0.18 -4.7 49.4
InflProtBdInst 9.88 -0.02 1.4 4.5 DivIncom 29.88 -0.04 1.4 27.2 NatlMuniInc 9.11 -0.17 1.3 -3.3 Fidelity Adv Focus A: Freedom2045K6 10.86 -0.03 7.0 18.9 InvGB n 7.15 -0.04 1.7 -5.8
Sustain Equity 41.13 0.02 6.1 27.1 ShortTermBd 9.51 -0.01 0.6 NS
LowDurI Inst 8.89 -0.02 0.7 -1.6 Columbia Class C: Edgewood Growth Instituti: HthCarA 59.04 0.05 2.2 16.0 Freedom2050 K 11.04 -0.03 7.0 18.5 InvGrBd 9.97 -0.06 1.7 -4.6
American Century I: TotalBd 8.95 -0.05 1.9 -4.6
BlackRock Funds A: DivInc 28.26 -0.04 1.2 23.4 EdgewoodGrInst 34.61 -0.02 10.6 6.7 TechA 72.66 0.13 16.9 38.3 Freedom2050K6 11.01 -0.03 7.0 19.0 LargeCap n 40.46 -0.23 7.7 34.1 TxFreeBd 9.79 -0.16 1.3 -4.2
EqInc 8.98 0.01 2.4 16.2
AdvLgCapCore 16.33 0.03 7.2 24.0 Columbia Class I: Fidelity Advisor: Freedom2055 K 12.80 -0.04 6.9 18.4 LCapCrEIdx n 18.90 -0.01 5.8 30.1 U.S.TreBdIdx 8.70 -0.04 0.8 -9.3
Growth 40.18 0.08 9.8 20.8 F
CapAppr 24.75 0.00 11.2 5.8 Acorn I 10.09 0.21 12.5 -0.2 SrsAdvIntlCapApp 25.76 0.06 10.2 7.6 Freedom2055K6 12.77 -0.04 7.0 19.0 LCapGrEIdx n 24.96 0.04 8.9 30.1 USValueIndex 11.38 -0.14 7.6 29.7
IntTF 10.69 -0.14 0.9 -1.8
EqtyDivd 19.27 0.12 5.9 25.5 Balanced I 42.34 -0.21 4.7 13.8 StragInc n 11.02 -0.08 1.8 -0.4 Idx2020InsPre 14.67 -0.04 4.0 4.5 LevCoSt n 34.15 -0.07 9.4 27.4 Fidelity Selects:
MdCapVal 16.35 0.10 5.8 30.0 FAM Value:
GlblAlloc 17.08 -0.06 3.8 9.1 ContCore I 26.18 -0.13 6.6 25.5 TotBdFdClZ 9.45 -0.05 1.9 -4.5 Idx2025InsPre 16.63 -0.04 4.5 5.9 LgCpVHIdx n 14.83 -0.02 3.5 27.7
SmCapVal 10.36 0.22 13.3 47.7 FAMValue n 87.88 0.53 6.5 18.1 Biotech n 16.58 0.27 1.8 0.7
HlthScOp 64.42 -0.09 -1.8 19.2 DivIncom I 29.33 -0.03 1.4 27.3 Fidelity Advisor A: Idx2030InsPre 17.63 -0.04 4.9 7.9 LmtTrmMuniIncm n 10.15 -0.10 0.2 -1.6
American Century Inv: Federated Hermes A: DfAero n 16.27 0.16 4.6 1.1
MdCpGrA 28.61 0.29 12.1 4.9 LgCpIdx I 47.58 -0.09 6.5 26.0 BalancA 23.35 -0.09 5.7 18.7 Idx2035InsPre 19.79 -0.03 5.7 11.5 LowP n 48.19 -0.12 4.3 35.3
DiscCoreVal n 32.24 -0.14 5.1 23.8 Energy n 54.81 -3.77 -2.3 87.0
MultiAstIncome 9.84 -0.04 3.8 2.5 SelComunInfo 107.57 -0.27 13.7 47.4 StrValDivA p 5.87 0.03 1.8 22.4 EqGrA p/r 13.58 0.03 6.9 29.5 Idx2040InsPre 20.18 -0.03 6.4 14.4 LowPriStkK 48.13 -0.11 4.4 35.6
EqGro n 23.38 -0.11 5.8 13.8 Health n 28.23 0.02 2.2 19.3
NatlMuni 10.03 -0.17 1.3 -5.3 SelLCVal 32.22 0.19 3.1 37.7 Federated Hermes Int: GrOppA 98.95 -0.15 11.9 17.3 Idx2045InsPre 20.99 -0.02 6.6 14.5 LowPriStkK6 14.66 -0.03 4.3 36.3
EqInc n 8.96 0.01 2.3 15.4 HlthCareSrvPt r n 130.88 1.29 -0.8 35.3
ScTechOppA 38.99 0.09 14.1 15.5 StratInc I 20.89 -0.12 2.2 -1.3 InsHiYld 8.41 -0.09 2.0 -0.4 NwInsghtA 26.87 -0.19 6.9 12.2 Idx2050InsPre 21.03 -0.02 6.6 14.6 LtdTmBdFd n 10.87 -0.03 0.9 -2.3
Grwth n 39.01 0.08 9.8 20.1 ITSvs n 56.37 -0.64 7.3 -7.7
TotRet 10.02 -0.06 1.9 -8.0 Columbia Class I2: TtlRtnBdI 9.52 -0.06 1.0 -4.6 StrInA 10.86 -0.08 1.7 -1.4 Idx2055InsPre 17.30 -0.02 6.6 14.6 Magin n 11.45 -0.01 7.1 17.0
Heritage n 20.33 0.33 11.2 17.4 MdTchDevis n 63.49 -0.24 3.1 19.4
BlackRock Funds III: DivIncom 29.85 -0.03 1.4 27.4 Federated Hermes IS: Fidelity Advisor Fun: Idx2020 Premier 14.67 -0.03 4.1 NS MAMun n 11.18 -0.16 0.6 -4.7
MdCapVal n 16.33 0.11 5.8 29.3 Retail n 17.37 0.13 9.3 25.6
iShS&P500IdxK479.17 -0.96 6.5 26.7 Columbia Class I3: KaufmnSCI 45.57 0.47 9.6 3.5 Idx2025 Premier 16.62 -0.04 4.5 NS Manager40 n 11.82 -0.03 3.7 6.6
OneChMod n 13.54 0.02 5.1 11.1 InterDiscZ 41.87 -0.06 6.1 6.9 Semiconductors r n 18.50 0.02 26.6 78.9
iShUSAggBdIdxK 8.98 -0.05 1.3 -8.6 StraValDivIS 5.92 0.03 2.0 23.4 Idx2030 Premier 17.62 -0.04 4.9 NS Manager60 n 13.62 -0.03 5.0 10.9
Select n 83.26 0.22 10.6 21.4 ContCore I3 26.87 -0.13 6.6 26.0 Fidelity Advisor I: Softwr n 21.63 -0.23 10.0 18.7
BlackRock Funds Inst: UltraShortI 9.01 0.00 0.9 2.1 Idx2035 Premier 19.79 -0.03 5.7 NS MidCap n 39.87 -0.06 6.4 39.2
Ultra n 61.21 0.16 11.0 25.6 DivIncom 29.90 -0.03 1.4 27.6 BalancI 23.96 -0.09 5.7 19.6 Tech n 20.89 0.03 17.1 31.5
Idx2040 Premier 20.18 -0.02 6.5 NS MidCapEnIdx n 16.70 0.12 8.1 29.2
American Century R6: AdvLgCapCore 17.27 0.04 7.3 24.9 Community Capital Tr: Federated Hermes R: ConsvIncmMuni I 9.97 -0.02 0.3 1.3 UtilGr n 102.31 0.84 -3.1 12.1
Idx2045 Premier20.99 -0.02 6.6 NS MidCapStkK 39.92 -0.05 6.5 39.7
MdCapVal 16.35 0.10 5.9 30.6 CAInsMun 11.82 -0.19 1.1 -2.6 CRAQualInvFd 9.40 -0.03 1.1 -8.4 KaufmnR 4.86 0.01 4.1 -11.2 EqGrI 15.70 0.03 6.9 30.5 Fidelity Series:
Idx2050 Premier 21.02 -0.02 6.6 NS MuniInc n 11.98 -0.20 1.3 -4.0
SmCpVal 10.36 0.22 13.3 48.3 EmgMkts 23.73 -0.28 6.6 -2.7 Credit Suisse Common: Federated Hermes R6: FltRatel 9.13 -0.03 2.7 9.5 Idx 2055 Premier 17.29 -0.02 6.6 NS Canada 13.95 -0.23 6.2 30.8
NASDAQ n 148.72 0.94 12.8 24.2
American Funds Cl A: EqtyDivd 19.36 0.12 5.9 26.4 FedInstHYBondL 8.41 -0.09 2.0 -0.5 GrOppI 109.53 -0.15 12.0 18.3 Income n 10.16 -0.04 2.3 0.6 IntMuni Z 9.96 -0.13 0.7 -1.5
ComdtyRet 23.89 -0.43 -5.0 49.8 NewInsights Z 28.16 -0.20 6.9 13.5
FloRateIncPorIns 9.58 -0.03 2.9 9.0 StrValL 5.92 0.03 2.0 23.4 HthCarI 65.53 0.05 2.2 16.9 Fidelity Invest: FidelityAdviAsset:
2020TarRetA 12.44 -0.06 2.2 8.5 NewMill n 42.21 -0.11 6.7 35.6
GlblAlloc 17.26 -0.06 3.8 9.9 D TtlRtnBdL 9.52 -0.05 1.0 -4.5 IntlGr 17.10 -0.08 7.7 8.1 ADVAssetMan60 13.60 -0.04 4.9 11.0
2025TarRetA 13.83 -0.06 2.7 10.0 AggrInt n 22.99 0.05 10.2 7.6 NewMkt n 11.56 -0.11 1.1 -13.7
HiEqInc 28.57 0.19 5.9 28.6 Fidelity: MuniIncI 9.96 -0.13 0.8 -1.9 First Eagle Funds:
2030TarRetA 15.06 -0.05 3.6 11.6 AilSectEq 9.42 -0.04 7.9 33.5 OTC n 14.13 -0.03 10.1 26.0
HlthScOp 68.75 -0.09 -1.8 20.2 Davis Funds A: 500IdxInstPrem n 141.77 -0.28 6.5 26.7 NwInsghtI 28.05 -0.20 6.9 13.1
2035TarRetA 16.15 -0.04 4.5 14.3 AMgr20% n 12.99 -0.03 2.2 1.7 OTC K 14.45 -0.03 10.2 26.4 GlbA 60.94 -0.33 5.1 20.3
MdCpGrEq 33.66 0.34 12.1 5.7 NYVen A n 24.56 -0.07 10.7 10.5 BalancedK6 12.51 -0.04 5.8 20.9 REIncmInst 11.69 -0.04 5.3 2.5
2040TarRetA 16.76 -0.03 5.3 15.5 AMgr50% n 18.46 -0.06 4.2 8.7 Ovrse n 55.09 0.45 9.0 11.2 OverseasA 23.46 -0.13 4.5 9.4
MultiAstIncome 9.85 -0.04 3.8 3.3 Davis Funds C & Y: Contrafund K6 18.07 -0.09 7.5 17.7 StrInI 11.02 -0.08 1.8 -0.7
2045TarRetA 17.10 -0.04 5.5 15.7 AMgr70% n 23.77 -0.05 5.6 13.7 PuritanK 21.40 -0.12 4.5 18.4 FPA Funds:
NatlMuni 10.02 -0.17 1.3 -4.6 EmgMktIdxInstPre n 9.88 -0.13 4.8 -3.4 Total Bd 9.45 -0.05 1.9 -4.9
2050TarRetA 16.74 -0.03 5.7 15.2 NYVenY 25.50 -0.07 10.8 11.3 AMgr85% n 22.02 -0.04 6.5 17.1 Puritn n 21.42 -0.12 4.5 18.1 NwInc n 9.53 -0.01 1.0 0.8
ScTechOppInst 42.89 0.10 14.1 16.4 ExtMktIdxInstPre n 70.55 1.08 11.9 17.1 Fidelity Advisor M:
AmcpA 32.77 0.04 8.9 2.9 Del Invest Instl: AstMgr30R n 11.06 -0.03 3.0 4.0 RealE n 40.55 -0.38 8.6 1.3 FPA Funds Trust:
StratIncOpptyIns 9.28 -0.04 1.4 2.0 FidAdAsset 12.98 -0.04 2.1 1.8 Balanced 23.72 -0.09 5.7 17.8
AMutlA 49.24 -0.14 1.7 24.3 Value 18.78 -0.01 1.9 20.4 Balanc n 24.25 -0.09 5.8 19.8 RealEstInc n 11.75 -0.03 5.4 2.6 FPACres Inst n 35.62 0.29 6.8 22.4
StratMuniOppI 10.43 -0.19 1.2 -6.0 FidAdEm 33.90 -0.40 8.0 NS EqGr 13.10 0.02 6.9 28.5
BondA 11.45 -0.08 1.0 -5.0 Deutsche DWS: BalancedK 24.25 -0.09 5.8 20.1 SAIIntlMinVolInd 10.09 0.03 2.6 -4.2 Franklin A1:
BalA 29.50 -0.21 2.6 12.3 TotRet 10.01 -0.06 1.8 -7.2 FidSAI 8.57 -0.08 1.7 NS GrOppM 97.38 -0.15 11.9 16.5 BluCh n 128.61 0.36 14.4 27.0 SAILTTreBdIdx 7.79 -0.09 2.9 -25.5
BNY Mellon Funds: CoreEq n 27.65 -0.02 6.3 24.1 NwInsghtM 25.09 -0.18 6.8 11.4 CA TF A1 6.76 -0.12 0.9 -5.1
CapIBA 64.52 -0.17 2.4 11.7 FidSAIEmerg 11.40 -0.08 5.1 NS BluChpGr K6 19.82 0.06 14.6 29.2 SAIUSMinVolIndFd 16.85 0.00 1.8 15.5
Aprec n 37.57 -0.34 3.8 26.4 Diamond Hill Funds: Fidelity Advisor Z: Fed TF A1 10.62 -0.19 1.4 -4.7
CapWA 16.22 -0.16 0.6 -14.0 FidSer5 7.82 -0.03 1.6 NS BluChpGrK 129.21 0.37 14.4 27.4 SAIUSQtyIdx 16.07 -0.06 5.0 25.9
CapWGrA 54.45 -0.20 5.6 13.4 Dr500In n 46.42 -0.10 6.4 24.8 LgCapI 30.56 -0.15 5.2 23.3 FidSer0-5 9.33 -0.01 0.5 NS AssetManager50% 18.41 -0.05 4.3 9.0 SCValueI 19.65 0.13 10.7 46.0 HiInc A1 1.64 -0.01 2.4 3.0
CAMun n 11.94 -0.17 1.1 -3.7
EupacA 52.73 -0.09 7.5 5.6 Dreyf n 13.86 -0.07 5.9 31.9 LgCapY 30.58 -0.15 5.2 23.7 FIDSerEmgMkt 8.23 -0.10 6.3 -8.9 AsstMngr70 23.73 -0.05 5.6 13.9 CapAp n 34.02 0.08 6.7 29.8 SmCapDisc n 25.77 0.19 12.3 36.3 HY TF A1 8.74 -0.17 1.6 -4.7
FdInvA 63.85 -0.13 6.0 19.6 DreyMid r Inv n 29.18 0.31 9.8 31.1 LongShortI 26.25 -0.31 5.2 16.3 FidSerInt 8.51 -0.03 1.2 NS CorporateBond 10.23 -0.07 2.3 -8.8 CapDevO n 18.62 -0.11 7.8 34.0 SmlCapO n 12.92 0.15 10.7 28.7 IncomeA1 2.32 0.00 3.1 18.4
GBalA 33.56 -0.13 3.3 5.4 GlFxIncI 19.04 -0.09 1.5 -3.7 Dimensional Fds: FidSerToMarket 13.56 0.01 7.4 25.1 FloatRateHighInc 9.14 -0.03 2.8 9.9 CnvSc n 31.51 0.14 5.9 34.4 SmlCpGrth n 26.15 0.39 10.5 17.4 NY TF A1 9.78 -0.18 1.3 -6.7
GovtA 12.29 -0.06 0.5 -4.1 InstS&PStkIdx I 56.35 -0.11 6.5 26.0 2TGlFxd 9.56 0.01 0.5 -1.9 FIDZroExtMktIx n 11.61 0.13 10.4 25.5 GovtIncome 9.21 -0.04 1.0 -9.4 Contra n 12.81 -0.08 7.5 17.6 SmlCpGrth K6 13.96 0.21 10.5 18.9 US Gov A1 5.12 -0.03 1.0 -8.9
GwthA 54.52 0.04 10.2 17.0 IntlStkI 22.12 -0.03 7.8 10.4 5GlbFxdInc 9.89 -0.01 0.6 -6.1 FIDZroLgCpIx n 14.31 -0.02 6.8 25.7 GrOpp 110.97 -0.15 12.0 18.7 ContraK 12.86 -0.07 7.5 17.9 SmlCpGrth Z 26.42 0.40 10.6 17.9 Utils A1 21.18 0.23 -1.8 6.7
HI TrA 9.14 -0.08 1.7 5.6 IntlStkY 21.84 -0.03 7.9 10.5 DFARlEst 39.46 -0.39 7.6 1.2 Flex 500 Index 17.42 -0.04 6.5 26.8 InvestGradeBd 7.16 -0.04 1.7 -5.7 CpInc n 9.20 -0.08 2.7 11.1 SmlCpVal n 19.66 0.14 10.8 46.0 Franklin Templeton:
HiInMuniA 14.61 -0.26 1.9 -2.9 SmMidCpGrI 25.08 0.34 10.2 6.9 EmgMkt 26.48 -0.31 5.0 3.7 FlexIntIdx 11.98 -0.03 6.8 7.7 NewMktsIncFdZ 11.56 -0.10 1.1 -13.5 DisEq n 48.84 -0.23 6.9 17.6 Srs1000ValIndRet 14.39 -0.04 4.4 22.5 TgtModA 13.45 -0.03 4.0 7.3
ICAA 43.49 -0.18 5.4 23.6 StrgVal I 39.98 -0.26 3.4 48.3 EmgMktSoCoEq 13.32 -0.15 5.5 3.1 FlexUSBdIdx 9.04 -0.05 1.1 -8.8 RE Income 11.69 -0.04 5.4 3.0 DivGth n 29.95 -0.16 3.1 18.9 SrsBlChGroRetail n 11.40 0.04 14.2 30.2 FrankTemp/Frank Adv:
IncoA 23.04 -0.14 1.8 15.8 BNY Mellon Funds Tru: EmgMktVa 27.52 -0.13 4.0 12.4 Freedom2060K 11.77 -0.04 6.9 18.4 StkSelAllCap 59.70 -0.03 8.1 27.6 DivIntl n 39.23 -0.08 7.6 7.5 SrsCommStrt 100.04 -2.03 -5.0 43.9 CA TF Adv 6.74 -0.13 0.7 -4.9
IntBdA 12.46 -0.05 0.5 -2.0 MCMultiStrM 17.19 0.11 8.5 23.4 EmMktCorEq 21.20 -0.23 5.3 8.0 GlexUSIdxInstPre n 13.40 -0.03 6.8 7.6 Fidelity Freedom: DivIntl K6 12.61 -0.02 7.5 9.1 SrsEmrgMkt 16.60 -0.18 6.3 -4.9 CvtScAdv 20.26 0.08 5.2 31.3
IntlGrIncA 34.20 0.09 7.3 8.1 NtlIntmMuni 12.80 -0.18 0.9 -2.6 EmMktSmCp 21.11 -0.12 4.3 17.3 GrowthCompanyK6 17.14 0.05 11.4 39.7 FF2010 n 13.14 -0.05 3.1 3.5 DivIntlK 39.14 -0.08 7.6 7.9 SrsGlobal 13.19 -0.03 6.8 7.6 Dynat Adv 108.04 0.51 11.9 6.9
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.
Growth Adv 110.05 0.06 6.9 20.1 CmstA 27.80 -0.09 5.0 41.5 SmCap 55.72 0.63 10.9 23.0 BeacnZ 15.69 0.12 9.2 16.1 IncomeFd 10.47 -0.06 1.8 -2.6 PutLargCap 29.57 -0.08 4.8 35.3 ntTerBd n 9.12 -0.05 2.2 -3.6 STAR n 25.62 -0.02 6.0 12.0
IncomeAdv 2.30 0.00 3.2 19.0 DevMktA 38.57 -0.41 8.4 -11.1 USEquity 18.23 -0.06 6.8 31.7 GlbDiscA 28.94 0.17 9.5 19.2 PIMCO Funds I2: StDurInc 10.04 0.00 1.0 3.3 S&PIdx n 52.08 -0.05 6.6 26.0 STIGrade n 9.99 -0.02 0.7 -1.6
RisDv Adv 84.66 0.17 2.6 30.6 DiscFdA p 78.00 1.10 9.0 17.2 ValAdv 36.25 -0.03 4.4 26.7 GlbDiscz 29.76 0.18 9.5 20.1 CommdtyRR 4.67 NA NA NA TarRet2040 n 11.29 0.01 5.4 11.3 StratgcEq n 33.81 0.27 10.5 37.3
SmCpValAdv 57.93 0.28 8.7 31.0 DisMdCpGrA 21.98 0.18 5.5 10.6 JPMorgan Inst Class: QuestZ 13.80 0.14 6.4 5.9 ComPLUSStrtgyFd 6.73 NA NA NA R StrSmCpEqInv n 35.31 0.38 11.6 39.2
Utils Adv 21.40 0.24 -1.8 7.2 DivIncm p 24.87 -0.09 2.5 22.5 SharesZ 24.78 0.03 8.4 14.9 V TgtRe2020 n 26.29 -0.06 3.7 5.5
ValAdv L 36.28 -0.03 4.4 27.3 Income 10.47 -0.06 2.0 0.5
FrankTemp/Franklin A: DivrsDiv p 18.06 -0.06 3.1 20.6 Russell Funds S: TgtRe2025 n 17.41 -0.04 4.4 7.0
JPMorgan L Class: IntlBdUSH 9.45 -0.04 1.9 -5.9 VALIC:
EqIncA 10.21 -0.05 4.0 23.7 N InvstGrCrBd 8.80 -0.05 2.4 -11.0 StratBd 9.23 NA NA NA TgtRe2030 n 32.92 -0.06 4.9 9.0
BAL A 12.30 -0.05 2.0 13.9 Fl EmMktEq L 30.01 -0.49 6.6 -5.0
EqWtdA p 68.20 0.01 6.8 32.9 LowDurInc 7.84 -0.03 1.8 3.4 TaxExBd 21.79 NA NA NA IntlEq 7.54 0.03 7.4 9.7 TgtRe2035 n 20.39 -0.03 5.4 11.1
DynaTech A 103.63 0.49 11.9 6.1 MdCpVal L 36.67 0.23 6.9 26.6 Natixis Funds:
GblStrIncmA p 3.11 -0.01 2.5 -10.9 TxMngUSLgCp 60.90 NA NA NA MidCpIdx 28.23 0.29 9.8 31.8 TgtRe2040 n 35.96 -0.05 5.8 13.2
EqIn A 28.87 -0.03 2.8 23.6 JPMorgan R Class: ShtTm 9.49 0.00 0.8 2.5
GlbOppA p 48.12 0.43 11.1 -11.2 InvGradeBdY 9.75 -0.06 1.4 -1.3 SciTech 22.07 -0.12 13.8 9.5 TgtRe2045 n 24.23 -0.03 6.2 15.5
FoundFAlA 13.05 -0.05 3.4 3.7 TotRt 8.56 -0.05 1.6 -8.1
GrIncA 21.65 -0.12 5.5 30.7 CoreBond 10.25 -0.04 1.7 -6.3 LSGrowthY 18.61 -0.08 14.3 21.5 S StckIdx 47.35 -0.10 6.4 25.6 TgtRe2050 n 40.22 -0.04 6.4 15.9
GrOp A 37.67 -0.01 8.3 5.0 PIMCO Funds Instl:
HYMuA 8.63 -0.20 1.6 -6.3 CorePlusBd 7.22 -0.03 1.7 -6.3 Neuberger Berman Fds: VANGUARD ADMIRAL: TgtRe2060 n 41.32 -0.04 6.4 15.9
Growth A 109.15 0.06 6.8 19.2 ComPLUSStrtgyFd 6.83 NA NA NA Schwab Funds:
IntTMIA p 10.30 -0.14 1.2 -3.7 HighYld r 6.25 -0.04 2.3 0.0 GenesInst 60.06 1.02 10.3 26.7 400MCpIdxInst358.70 3.78 9.9 32.8 TgtRet2055 n 44.87 -0.04 6.4 15.9
LwDuToRt A 8.81 -0.01 0.8 -0.7 DynamicBd 9.59 -0.02 1.4 -0.4
InvGloblFdA 81.56 0.58 9.7 6.5 MtgBckd 10.06 -0.04 1.5 -5.0 LCVal Inst 43.54 -0.16 1.2 47.4 1000 Inv nr 88.11 NA NA NA 500Adml n 377.09 -0.75 6.5 26.6 TgtRetInc n 12.59 -0.04 2.9 2.0
RisDv A 84.75 0.17 2.6 29.6 IncomeFd 10.47 -0.06 2.0 0.8
LmtdTrmMunInc p 10.97 -0.10 0.4 0.3 ShtDurBnd 10.53 0.00 0.9 1.2 LgShInst 15.86 -0.06 1.8 13.9 FunIntlLgInst nr 9.77 NA NA NA BalAdml n 41.56 -0.06 4.8 11.6 USGro n 44.02 0.34 12.5 8.6
SmCpVal A 54.12 0.25 8.7 30.0 InflRespMulAsset 7.58 -0.05 0.5 18.3
MnStFndA 46.49 0.08 7.1 19.2 USRechEnhEq 31.20 -0.08 6.9 30.8 StrIncInst 9.63 -0.07 2.7 0.8 FunUSLgInst nr 22.16 NA NA NA CAITAdml n 11.18 -0.16 0.8 -2.1 WellsI n 24.83 -0.11 1.5 6.1
SmMCpGrA 30.56 0.38 10.7 15.5 Pioneer Funds A:
MnStSmCpA p 25.15 0.15 7.8 20.5 JPMorgPrm: Neuberger Berman Inv: InflProSel n 10.26 NA NA NA CALTAdml n 11.18 -0.20 1.0 -3.9 Welltn n 39.50 -0.09 2.8 12.9
StrInc A 8.15 -0.04 1.9 -5.4 CoreEqA 19.34 -0.07 7.0 28.6
ModInvA 10.06 0.00 5.0 5.0 USEquity L 18.27 -0.07 6.8 32.2 Genes n 59.96 1.02 10.3 26.2 IntI Sel nr 21.24 NA NA NA CapOpAdml nr 156.83 -0.56 7.3 26.8 Wndsr n 21.66 0.07 6.9 40.3
TtlRtn A 8.29 -0.04 1.7 -9.9 DiscGrA 13.80 -0.02 8.7 32.9
MunInA 11.82 -0.23 1.4 -5.8 Guard n 20.73 0.00 8.1 28.8 S&P Sel n 62.74 NA NA NA CoStIxAd nr 94.41 1.06 -0.1 25.2 WndsrII n 39.58 -0.08 6.1 32.1
FrankTemp/Franklin C: PioFdA 31.04 -0.15 6.0 29.9
RchHiYldMuniA 6.78 -0.15 2.0 -3.9 L SmCp Sel nr 31.17 NA NA NA DivAppIdxAdm n 42.34 0.18 2.7 26.2 VANGUARD INDEX FDS:
Income C 2.36 0.00 3.0 16.7 LCVal n 43.60 -0.16 1.2 46.8 Pioneer Funds Y:
RisingDivA 22.01 -0.04 4.2 24.0 Neuberger Berman Tr: TSM Sel nr 70.15 NA NA NA EMAdmr n 33.76 -0.36 4.2 0.8 500 377.10 -0.76 6.5 26.2
FrankTemp/Franklin R: Laudus Funds: BondY 8.21 -0.04 2.4 -5.6 USSmCoIdx nr 15.67 NA NA NA EnergyAd nr 58.58 -3.92 -3.3 84.1
RochAMTFrMuni 6.83 -0.13 1.5 -2.1 EmgMktInstPl 85.40 -0.91 4.2 1.0
FrkDynTchR6 109.57 0.53 12.0 7.2 USLgCpGr nr 19.04 NA NA NA GenesisFdR6 60.02 1.02 10.3 27.1 StratIncY p p 9.28 -0.06 2.7 -2.9 EnergyAdml nr 85.54 -1.85 -0.2 17.5
RochLmtTrNYMuni p 2.78 -0.03 0.7 -2.5 SEI Portfolios: ExtndIstPl 278.49 4.26 11.9 17.2
FrkGrthR6 109.96 0.07 6.9 20.5 Lazard Instl: Nicholas Group: Price Funds: EqIncAdml n 86.12 -0.31 1.8 30.0
RoMu A p 14.82 -0.36 1.8 -4.2 CoreFxIn F 9.56 -0.07 1.5 -9.4 FTAIWdInPl 111.82 -0.21 6.6 8.9
FrkIncR6 2.31 0.00 3.2 19.6 SenFltRtA 6.63 -0.01 2.7 7.0 EmgMktEq 15.57 -0.10 6.9 -1.6 Nich n 74.35 0.00 7.3 24.6 2050RetFd n 15.59 0.00 6.6 16.3 EuropeAdml n 76.35 1.28 9.9 14.4
IntlEmg F 10.47 -0.14 5.5 -4.7 IdxIntl 17.75 -0.04 6.5 8.4
FrkRisDivR6 84.65 0.17 2.7 30.9 ShortTerm p 8.01 -0.01 1.1 -1.4 GlbLstInfr 14.82 -0.07 4.4 11.8 Northern Funds: Balnanced n 23.27 -0.09 4.7 9.2 ExplrAdml n 96.84 1.05 11.5 26.3
IntlEq F 10.82 0.07 8.0 10.8 ITTresIdx Inst 24.57 -0.10 0.5 -7.4
FrkSmCpGrR6 21.10 0.34 14.4 7.4 SP IncomeA 4.80 -0.04 5.4 66.0 IntStrtEq r 14.25 0.04 6.2 2.7 BdIdx n 9.15 NA NA NA BlChip n 114.17 -0.43 10.3 -1.5 IntMuni F 10.94 -0.15 1.0 -3.1 ExtndAdml n 112.85 1.72 11.9 17.1 LTTresIdx Inst 26.94 -0.25 2.8 -23.9
FrankTemp/Mutual A&B: Invesco Funds P: Legg Mason I: EmMktsEqIdx nr 10.77 NA NA NA Communica&Tech n 102.55 0.02 10.8 -0.1 TaxMgdLC F 31.51 -0.05 4.8 27.0 GNMAAdml n 9.26 -0.05 1.2 -7.7 MdCpGrAdml n 85.28 0.61 10.2 19.0
Shares A 24.42 0.03 8.3 14.1 Summit P pn 18.00 -0.02 8.8 7.7 HiYFxInc n 5.74 NA NA NA DivGro n 66.04 -0.18 3.0 27.2 Sequoia: GroIncAdml n 83.85 -0.12 6.6 28.9 MdCpVlAdml n 74.62 0.13 6.5 27.0
IntlGrTrI 57.61 0.04 6.7 7.8
FrankTemp/Temp A: Invesco Funds Y: IntlEqIdx nr 13.01 NA NA NA EmMktS n 36.18 -0.58 5.5 -14.6 GrwthAdml n 122.65 0.08 11.8 21.5
Longleaf Partners: SequoiaFd n 134.93 -0.67 8.2 11.2 SmValAdml n 74.59 0.73 9.3 33.9
Frgn A 7.65 -0.02 11.5 16.1 IntTxExpt n 9.77 NA NA NA EqInc n 34.14 -0.09 4.5 28.3 HltClxAd nr 122.04 0.02 -1.7 29.1
DevMktY 37.89 -0.40 8.4 -10.4 Partners n 20.68 0.30 13.3 19.9 SmeadFds: TotBd2 9.44 -0.05 1.1 -9.2
GlBond A 7.80 -0.13 -0.8 -15.4 MidCpIdx n 20.36 0.21 9.9 32.5 EqIndex n 107.47 -0.22 6.5 26.1 HlthCareAdml nr 89.27 0.23 -0.6 22.6
DiscovY 96.22 1.36 9.0 18.1 Loomis Sayles Fds: SmeadValueInstl 68.71 -1.45 3.9 48.8 TotIntlInstIdx r 118.77 -0.24 6.6 8.7
Growth A 23.21 0.14 8.6 7.5 SmCpVal n 19.61 NA NA NA GlbStk n 49.18 -0.37 7.6 21.1 HYCorAdml nr 5.19 -0.05 1.5 -0.2
EqWtdY 69.24 0.02 6.9 33.9 SSgA Funds: TotItlInstPlId r 118.80 -0.24 6.6 8.8
LSBondI 11.59 -0.09 2.5 -6.1 StkIdx n 43.47 -0.08 6.5 26.3 GlbTech n 11.67 -0.03 16.1 -11.4 InfProAd n 23.38 -0.06 0.9 2.6
World A 12.61 -0.02 10.5 -5.0 GloblY 82.53 0.58 9.7 7.2 TotSt 99.81 0.06 7.2 24.8
Lord Abbett A: Nuveen Cl A: Growth n 68.13 -0.04 10.6 -0.4 SP500 n 214.27 -0.42 6.5 26.6 InfTechIdx n 184.63 -0.22 12.9 36.5
FrankTemp/Temp Adv: IntGrowY 35.94 0.56 8.6 5.2 VANGUARD INSTL FDS:
Affiltd p 15.81 -0.03 1.8 14.1 AAMunBd p 10.09 NA NA NA HelSci n 89.53 0.30 -0.3 24.7 IntlGrAdml n 100.04 0.09 10.7 16.4
GlBondAdv 7.76 -0.12 -0.8 -14.7 IntlSmCoY 41.81 -0.14 7.6 7.9 T ITBondAdml n 10.15 -0.06 1.0 -8.1 BalInst 41.57 -0.06 4.8 11.7
Ivy Funds: BdDeb p 7.02 -0.06 1.2 -3.8 HiYldMuBd p 15.12 NA NA NA InstFLRfd r 9.34 -0.04 2.8 9.2
Frost Family of Fund: ITIGradeAdml n 8.41 -0.06 1.6 -6.2 DevMktsIndInst 14.55 0.01 7.5 12.0
CalibrDivGr 17.49 -0.01 3.4 25.4 Nuveen Cl I: InstHiYld 7.48 -0.09 2.5 -0.1
FrTRInst 9.45 -0.01 1.7 2.0 AssetStrA p 18.80 -0.09 4.7 13.7 TCW Funds: ITsryAdml n 9.95 -0.05 0.5 -6.2 DevMktsInxInst 22.74 0.02 7.5 12.0
FloatRt p 7.99 -0.03 2.8 4.0 HYMunBd 15.12 NA NA NA LgCapGow I 50.00 -0.04 8.9 11.4
CoreEqA t 14.83 0.06 7.2 32.0 EmMktInc n 6.11 -0.07 1.3 -18.9 ITTresIdx n 19.80 -0.08 0.6 -7.5 EmMkInst r 25.67 -0.28 4.1 0.9
HYMuniBd p 10.61 -0.21 2.0 -8.5 Nuveen Cl R: InstLCCoreGr 45.83 -0.17 10.3 -1.1
G LgCpGwthA p 24.05 -0.05 7.8 23.3 TotRetBondI n 8.31 -0.05 2.1 -10.4 LarCapAd n 93.93 -0.08 6.8 25.2 ExtndInst 112.85 1.73 11.9 17.2
IntrTxFr 10.06 -0.14 1.2 -5.1 LgCpVal 23.12 -0.04 4.1 28.0
LgCpGwthl r 26.29 -0.06 7.8 24.4 IntDMunBd 8.71 -0.12 0.9 -3.0 Thompson IM: LTGradeAdml n 7.97 -0.09 2.8 -17.8 FTAlWldIst r 105.59 -0.20 6.6 8.9
Gabelli Funds: MultiAstBalOppty 10.28 -0.03 2.9 10.6 InstSmCap 26.37 0.18 10.3 19.7
MidCapI 30.36 0.57 13.2 28.7 LmtTrmR 10.72 -0.10 0.3 -0.5 LTsryAdml n 8.97 -0.09 2.7 -23.2 FTScinst 27.10 0.04 8.3 21.7
ShtDurIncmA p 3.85 -0.01 0.8 -0.7 IntDis n 61.34 0.23 7.9 8.4 Bond n 9.98 -0.03 2.4 -2.1
Asset n 50.68 0.48 6.7 24.3 MdCpGwthA p 26.60 0.50 13.2 27.4 MidCpAdml n 273.22 1.18 8.2 24.1 GrwthInst 122.66 0.08 11.8 21.5
TaxFr p 10.26 -0.19 1.5 -7.2 O IntlStk n 17.84 -0.08 7.5 4.6 Thornburg Fds:
GE Elfun/S&S: ScTechA p 41.18 0.11 12.2 12.1 MuHYAdml n 10.37 -0.19 1.6 -3.6 InPrSeIn 9.52 -0.03 1.0 2.7
Lord Abbett C: MCapVal n 31.38 0.21 10.7 45.2 IncBuildA t 22.67 0.24 7.2 15.2 InstIdx 342.50 -0.69 6.5 26.6
Trusts n 62.79 -0.49 7.2 25.9 ScTechI r 52.54 0.14 12.3 12.7 MuIntAdml n 13.42 -0.19 0.8 -1.6
ShtDurIncmC t 3.87 -0.01 0.7 -2.8 Oakmark Funds Invest: MCEqGr 61.14 0.55 9.4 16.0 IntVal I 23.53 -0.15 6.6 15.8 InstPlus 342.50 -0.68 6.5 26.7
GMO Trust Class III: MidCap n 96.88 0.84 9.2 16.7 MuLTAdml n 10.63 -0.19 1.1 -3.4
J Lord Abbett F: EqtyInc nr 31.51 -0.03 7.1 22.7 LtdTIncI 12.60 -0.03 1.5 -0.3 MuLtdAdml n 10.68 -0.09 0.4 0.5 InstTStPlus 71.89 0.05 7.3 25.3
Quality 24.51 -0.07 6.3 29.5 N Asia n 17.03 -0.43 6.6 1.1 LtdTMu I 13.50 -0.13 0.4 -2.2
BdDeb 7.01 -0.06 1.2 -3.6 Oakmark n 115.44 -0.47 12.8 45.3 MuShtAdml n 15.57 -0.06 0.3 1.3 ITBdInst 10.15 -0.06 1.1 -8.1
GMO Trust Class IV: Janus Henderson: NAmer n 55.13 -0.20 5.8 33.6 Thrivent Funds A:
ShtDurIncm 3.85 0.00 1.1 -0.4 OakmrkInt n 26.27 0.23 14.2 13.8 NJLTAdml n 11.11 -0.21 1.2 -2.4 ITBdInstPI 10.15 -0.06 1.1 -8.1
EmgCntrDt 17.70 NA NA NA Balanced C 38.50 -0.10 4.0 8.6 Select n 56.40 -0.50 14.0 26.7 New Era n 41.45 -1.18 0.8 38.4 LgCpStk 24.07 -0.01 7.5 16.5 LaCapInst 386.59 -0.36 6.8 25.2
Lord Abbett I: NYLTAdml n 10.57 -0.20 1.2 -4.2
GMO Trust Class VI: Balanced T n 39.10 -0.10 4.1 11.2 Old Westbury Fds: NHoriz n 51.89 0.85 12.0 10.4 MidCpInst 60.36 0.26 8.2 24.2
BdDebentr 6.98 -0.06 1.2 -3.2 MidCapStk 28.53 0.21 10.5 37.3 PacifAdml n 83.25 -1.64 4.3 5.4
Quality 24.51 -0.07 6.3 29.9 Enterprise T n 131.42 -0.13 11.0 25.2 OverS SF nr 11.72 -0.01 6.8 11.2 MidCpIstPl 297.67 1.29 8.2 24.2
FloatRt 8.00 -0.02 2.9 4.6 AlCpCore n 21.23 -0.03 6.8 20.8 Thrivent Funds S: PALTAdml n 10.60 -0.20 1.0 -3.3
Goldman Sachs Inst: GlLifeSci T nr 66.15 0.05 -1.0 26.4 QMUSSmCpGrEq n 38.24 0.50 10.3 13.0 RealEstaInstl 19.56 -0.17 8.1 -0.3
HiYld 6.16 -0.07 1.3 -3.9 CreditIncomeFd n 8.22 -0.03 2.1 NS LgCpVal n 26.81 -0.11 5.3 38.4 PrmcpAdml nr 138.77 -1.22 6.1 24.4
Grw&Inc T n 66.05 0.07 4.5 24.2 SpectModerGwAllo n 33.44 -0.08 5.4 9.2 Rs1000GrwIdxInst465.55 0.94 9.8 26.5
EmgMktEq 21.91 NA NA NA ShtDurInc p 3.85 0.00 1.1 -0.1 FixInc pn 10.08 -0.04 0.5 -5.3 MidCapStk n 33.68 0.25 10.5 38.3 RealEstatAdml n 126.38 -1.11 8.1 -0.4
Resh T n 51.78 -0.06 9.1 12.2 R2010 n 14.00 -0.04 3.7 6.4 Rs1000Vl IdxInst271.08 -0.69 4.3 22.2
HYMuni 8.98 -0.17 2.0 -4.8 LrgCpStr n 15.37 -0.04 5.4 7.4 TIAA-CREF/Instl Cl: S&PSC600Idx 387.05 5.29 11.0 31.6
Jensen I : R2015 n 11.66 -0.03 3.8 7.5 Russ1000IdxInst360.82 -0.10 7.0 25.7
Muni 14.99 -0.23 1.4 -2.7 M MuniBd pn 11.47 -0.15 0.3 -2.9 CoreBond Inst 9.09 -0.05 1.7 -7.6 SmCapAdml n 97.16 1.06 10.5 24.6
R2020 n 17.42 -0.04 4.1 8.4 Russ3000Idx 356.02 0.22 7.2 25.3
ShDuTF 10.24 -0.08 0.3 -1.1 Jensen I 55.76 -0.13 2.0 28.3 Sm&MdCapStrategi n 14.93 0.06 7.3 5.8 CorePlsBd 9.10 -0.06 1.9 -6.9 SmGthAdml n 79.13 0.99 12.2 9.4
MainStay Fds A: R2025 n 15.28 -0.03 4.5 10.1 SmCapInst 97.16 1.06 10.5 24.6
SmCapVa 45.64 0.52 8.7 21.1 JensenQualGrJ n: Optimum Funds Inst: STBondAdml n 9.88 -0.03 0.4 -2.6
R2030 n 22.98 -0.04 5.1 11.6 TIAA-CREF/Retail Cl:
Guggenheim Funds Tru: JensenQualGrJ n 55.82 -0.13 2.0 27.5 HiYldBdA 4.96 -0.04 1.5 2.2 Fixed Inc 8.12 -0.05 1.5 -8.2 STCorpIx n 20.57 -0.05 0.8 -1.5 SmCapIstPl 280.44 3.07 10.5 24.6
R2035 n 18.06 -0.02 5.7 13.3 Gro&Inc n 20.70 -0.04 8.4 20.8 SmGthInst 63.37 0.80 12.2 9.4
MacOppFdClInstl24.03 -0.10 2.3 6.7 JHF III DispVal: TxFrBdA 9.32 -0.15 1.0 -3.9 LgCpGrwth 17.54 0.05 10.4 5.2 STFedAdml n 10.05 -0.02 0.4 -1.7
R2040 n 25.94 -0.02 6.2 14.8 TIAA/CREF Funds: SmValInst 41.69 0.41 9.3 34.0
TotRtnBdFdClInst 23.68 -0.12 2.6 -2.1 Mairs&Power: LgCpVal 19.11 -0.11 2.4 23.8 STIGradeAdml n 9.99 -0.02 0.7 -1.3
DispVal I 21.66 -0.08 3.7 31.4 Ret2045 n 18.40 0.00 6.5 16.1
GuideStone Funds: MairsPwrGr n 127.53 1.02 8.1 24.9 Osterweis Strat Income: BdIdxInst 9.53 -0.05 1.3 -9.0 STIPSIxAdm n 23.54 -0.01 0.5 7.5 STBdIdxInstPl 9.88 -0.03 0.4 -2.6
DispValMCI 26.41 0.07 8.1 32.8 Ret2055 n 16.24 -0.01 6.6 16.0
Mass Mutual: EqIdxInst 29.10 0.02 7.2 25.4 STsryAdml n 9.90 -0.02 0.1 -1.8 STBDInst 9.88 -0.03 0.4 -2.6
EqindxGS2 42.77 NA NA NA DispValMdCp 25.12 0.07 8.1 31.8 OsterweisStrInc n 10.54 -0.06 2.0 9.4 RetBal Inc n 12.32 -0.04 3.3 6.8 Gr&IncInst 13.32 -0.02 8.5 21.8 STTresIdx n 19.28 -0.01 0.2 -1.8 STCorpIxInst p 25.18 -0.06 0.8 -1.5
MedDurGS2 12.68 NA NA NA DispValMdCpR626.40 0.07 8.2 33.2 SelBluChipGroClI 18.24 -0.07 12.2 8.0 SciTec n 30.53 -0.17 16.8 8.5
PQ HgYldInst 8.25 -0.09 1.5 -2.4 TotBdAdml n 9.56 -0.05 1.2 -8.7 STIGradeInst 9.99 -0.02 0.7 -1.2
DispValR6 21.71 -0.08 3.7 31.8 MassMutual Select: Sht-Bd n 4.50 -0.01 0.8 -0.3
H IntlEqIdxInst 20.59 0.09 7.8 11.6 TotIntBdIdxAdm n 19.27 -0.07 1.9 -10.9 STIPSIxins 23.55 -0.02 0.5 7.5
JHITFunLgCpCorFd: MCGrEqIII 19.10 0.14 9.3 15.5 SmCap n 52.74 0.43 10.1 26.0
Parnassus Fds: IntlEqInst 12.24 0.05 7.1 17.6 TotIntlAdmIdx nr 29.70 -0.06 6.6 8.6 STTresIdx 24.22 -0.02 0.2 -1.8
FunLgCpCorA 55.30 -0.06 9.7 23.5 Metropolitan West: SmCapStk n 56.65 0.39 10.3 19.9 TotStAdml n 99.84 0.06 7.2 25.2 TotBdInst 9.56 -0.05 1.2 -8.6
Harbor Funds: ParnEqFd n 49.46 -0.15 5.4 26.4 LC2040Inst 9.29 -0.03 5.4 13.8
John Hancock: LowDurBdI 8.24 -0.02 1.0 -1.1 SpecGr n 21.45 -0.01 6.3 18.9 TxMBal nr 37.73 -0.27 3.7 12.4 TotBdInst2 9.44 -0.05 1.1 -9.0
CapApInst 70.31 0.37 12.0 11.8 Pear Tree: LCIdx2020Inst 17.63 -0.03 4.0 6.8
500Index1 43.33 -0.09 6.5 25.6 TotRetBd n 9.14 -0.06 1.4 -9.0 SpecInc n 11.10 -0.08 1.9 -2.0 TxMCapAdml n 211.75 -0.13 7.0 26.4 TotBdInstPl 9.56 -0.05 1.2 -8.6
IntlInst 42.35 0.28 7.6 14.0 LCIdx2025Inst 19.33 -0.03 4.4 8.5
BondI 13.49 -0.09 1.9 -7.1 ForeignVal I r 21.12 0.01 8.1 3.6 SuMuInt n 11.21 -0.14 1.0 -2.3
SmCpValInst 40.39 0.46 12.7 30.0 TotRetBdI 9.14 -0.06 1.6 -8.4 LCIdx2035Inst 22.68 -0.02 5.5 12.2 TxMIn nr 14.53 0.01 7.5 12.0 TotIntBdIdxInst28.92 -0.10 1.9 -10.8
BondR6 13.51 -0.09 1.9 -6.8 Perm Port Funds: TF Incom n 10.74 -0.17 2.2 -4.9 TxMSC nr 85.49 1.15 10.9 31.5
Harding Loevner: TRBdPlan 8.57 -0.06 1.5 -8.2 LCIdx2040Inst 24.05 -0.02 6.0 14.5 TotStInst 99.86 0.07 7.2 25.2
IntlGrwI 24.08 0.13 7.4 4.4 Permanent n 47.21 -0.47 1.7 24.2 TotIndex n 44.04 0.04 7.3 23.8 USGroAdml n 114.04 0.90 12.6 9.0 TtlWrldIxInst p 188.34 -0.12 7.0 18.0
UnconstrBdI 10.37 -0.04 2.0 -1.7 LCIdx2045Inst 24.92 -0.01 6.4 16.5
EmgMktsAdv n 41.98 -0.73 6.0 -15.7 John Hancock Class 1: PGIM Funds Cl A: U.S.EqResch n 38.74 -0.11 6.8 26.2 UtilIxAd nr 75.12 0.84 -2.4 6.0 TxMCaInst r 105.20 -0.07 7.0 26.5
MFS Funds: LrgCpGrIdxInst 40.70 0.09 9.8 26.5
IntlEq 25.23 0.02 7.7 11.3 HighYield 4.57 -0.05 1.5 -0.8 USLrgCpCore n 30.23 0.07 3.5 21.6 ValAdml n 55.94 -0.14 2.2 28.3 ValueInst 55.94 -0.14 2.2 28.3
BlueChipGrw 36.26 -0.14 10.3 -1.6 IIE 30.41 0.16 8.1 16.9 LrgCpVl IdxInst 22.67 -0.06 4.3 22.4
Hartford Funds A: JennGrowth 40.34 0.23 12.0 12.3 Value n 39.38 -0.07 2.2 26.5 WdsrllAdml n 70.21 -0.14 6.1 32.4 Victory Funds:
LSAggr 12.64 -0.02 7.0 18.3 MFS Funds Class A: LrgCpVl IdxRet 23.14 -0.06 4.3 21.5
BalIncA 14.00 -0.08 1.9 7.1 JennUtility 14.44 0.07 -2.4 7.4 Price Funds - Adv Cl: WellsIAdml n 60.14 -0.28 1.5 6.3
LSBalncd 12.11 -0.04 5.0 10.9 AgGrAIA 26.19 -0.06 5.6 16.6 LrgCpVl Inst 19.73 -0.07 3.6 25.2 EstValA 47.84 0.12 7.0 46.2
CapAppA 35.01 0.04 6.2 15.2 LSGwth 12.49 -0.03 6.1 15.2 TotalReturnBond p 11.92 -0.08 1.8 -10.6 BlChip p 111.06 -0.42 10.3 -2.3 QuantSmCpEqInst 16.68 0.24 10.1 30.7 WelltnAdml n 68.20 -0.16 2.8 13.1 EstValI 47.90 0.13 7.1 47.6
DiscpEqA 40.45 -0.09 4.6 18.3 CoEqyA 40.21 -0.13 5.9 23.7 Growth p 65.88 -0.04 10.6 -1.1 WndsrAdml n 73.04 0.25 7.0 40.8
LSModer 11.42 -0.04 3.8 6.2 PGIM Funds Cl Z: RealSecInst 17.41 -0.20 7.6 0.0 SmCoOppI 50.51 0.61 8.9 36.2
DivGth A 30.23 -0.05 3.2 29.7 GrowthA 130.53 -0.83 6.6 8.2 R2030A p 22.70 -0.03 5.1 10.8 VANGUARD FDS:
John Hancock Funds A: HighYield 4.58 -0.05 1.6 0.0 S&P500IdxInst 44.58 -0.09 6.5 26.6 Virtus Equity Trust:
EqInc 20.62 -0.02 2.4 30.4 IntlVA 38.27 0.32 7.7 7.5 R2040A p 25.63 -0.02 6.2 13.9
BalA 23.18 -0.15 3.1 12.2 JennGrowth 45.66 0.26 12.0 13.3 S&P500IdxRet 44.26 -0.09 6.4 25.7 CAIT n 11.18 -0.16 0.8 -2.3 SmCapSusI 33.72 0.64 16.0 13.2
GrOppty 32.90 0.03 10.1 9.1 MCapA 23.80 0.09 7.7 9.5 Price Funds - R Cl:
BondA p 13.49 -0.09 1.8 -7.9 TotalReturnBond 11.88 -0.08 1.9 -9.8 SmCpBl IdxInst 22.19 0.33 10.7 20.2 DivdGro n 35.17 0.03 -0.2 27.3 VirtusFunds:
MidCap A 24.54 0.04 8.5 7.3 MCapValA 29.08 0.00 6.6 30.3
LifeBal 12.23 -0.04 5.0 9.7 PIMCO Fds Instl: R2030R p 22.39 -0.04 5.1 9.9 SocChEqInst 23.81 -0.04 7.0 27.2 DivrEq n 39.31 0.15 9.0 25.4
Hartford Funds C: MIGA 34.95 -0.18 5.8 25.5 CeredexMdCpVlEqI 11.19 0.01 4.0 12.9
LifeGrw 12.58 -0.03 6.1 14.0 AllAsset 10.89 -0.04 3.6 15.3 PRIMECAP Odyssey Fds: Tortoise Capital: Energy nr 45.59 -0.99 -0.2 17.2
MITA 33.27 -0.09 4.0 21.0 VirtusFunds Cl I:
Bal IncC 13.75 -0.08 1.8 4.7 John Hancock Instl: AllAssetAuth r 6.61 NA NA NA AggGrowth r nr 40.78 0.10 12.5 15.8 TorMLPPipInsCl 13.35 -0.30 2.5 28.0 EqInc n 41.09 -0.15 1.7 29.6
MuHiA 7.27 -0.14 1.5 -6.7 EmMktI 7.97 -0.07 3.2 -14.6
Hartford Funds I: StratIncmOppI 9.72 -0.07 1.4 -1.8 CommodtyRR 4.71 NA NA NA Growth r nr 36.32 -0.14 7.8 25.1 Explr n 104.16 1.13 11.4 25.9
MuInA 8.02 -0.14 1.1 -5.5 Touchstone Funds Gro: MulSStI 4.39 -0.01 1.6 0.0
BalIncI 14.01 -0.08 2.0 7.9 JPMorgan A Class: DivInc 9.20 -0.08 1.8 -8.1 Stock r nr 33.59 -0.26 5.2 28.4 FTAlWldInAdml n 33.31 -0.06 6.6 8.8
MuLtdA 7.82 -0.07 0.5 -2.3 MdCpY 45.87 0.62 11.1 15.8 Vivaldi Merger:
DivGthI 30.05 -0.04 3.3 30.7 EmMktsBd 8.01 -0.09 1.3 -13.8 Principal Investors: GlbCapCyl Inv nr 12.09 0.00 5.1 60.6
CoreBond 10.24 -0.04 1.6 -7.4 ResBdA 9.43 -0.06 1.9 -7.6 Touchstone Strategic: GlbEq n 29.42 0.09 10.0 14.7 Arbitrage Fund 10.77 0.01 0.6 12.8
EmrgMktEqInv 15.39 -0.26 5.8 -3.8 CorePlusBd p 7.21 -0.04 1.5 -7.3 RschA 48.69 -0.27 4.6 18.8 HiYld 7.60 -0.08 1.9 -1.3 HiYld IN 7.97 -0.08 2.4 -0.3
EqIncI 20.45 -0.03 2.4 31.3 LagCapFoc A p 51.10 -0.14 7.1 30.3 GloMinVolFdAdm n 27.50 0.23 2.2 1.0 Voya Fds:
EqInc p 22.47 -0.09 1.6 26.2 TotRA 18.97 -0.05 3.1 13.9 HiYldMuniBd 8.26 -0.14 1.7 -3.0 InfPro IN 7.75 -0.02 1.0 1.9
IntlAlphaInv 15.71 0.05 9.0 22.8 IntlBdUSH 9.45 -0.04 1.9 -5.6 Transamerica A: GNMA n 9.26 -0.05 1.2 -8.0 InmdBdI 8.64 NA NA NA
GwthAdv p 24.17 0.07 9.6 29.3 UtilA 22.45 0.22 -0.8 12.4 LgIndxI 20.51 -0.04 6.5 26.0
MidCap 26.03 0.04 8.5 8.1 InvGrdCrBd 8.80 -0.05 2.4 -10.7 LT2020 In 11.65 -0.04 3.6 6.5 AsAlModGr p 11.26 -0.02 4.8 10.1 GroInc n 51.38 -0.07 6.6 28.5
Inv Bal p 14.31 -0.02 4.4 10.5 ValueA 48.20 -0.15 1.5 20.7 HlthCare nr 211.71 0.55 -0.6 22.5 WXYZ
Hartford HLS Fds IA: LgTrmCrdtBd 8.95 -0.11 3.4 -18.3 LT2030In 12.80 -0.04 4.8 9.7 Trust for Professional Ma:
InvCon p 11.73 -0.04 3.1 3.9 MFS Funds Class I: HYCor nr 5.19 -0.05 1.5 -0.5
Balanced 27.34 0.01 4.1 16.3 InvG&I p 16.80 -0.02 5.1 15.9 LngDurTotRtrn 7.34 -0.08 3.4 -17.6 LT2040I 14.25 -0.02 6.1 12.9 PrfTrtStrtBd Ins 19.40 -0.12 2.1 -6.3
GrowthI 141.43 -0.89 6.7 9.0 InflaPro n 11.91 -0.03 0.9 2.3 Wasatch:
CapApp 41.63 0.11 5.8 18.6 InvGrwt p 20.94 -0.01 6.3 21.9 LowDur 9.11 -0.01 0.6 -2.9 LT2050I 14.77 -0.01 6.8 14.8 Tweedy Browne Fds:
MCapI 25.63 0.10 7.7 10.3 IntlExplr n 16.40 0.04 8.3 0.0 CoreGr n 75.31 1.25 16.5 26.4
DiscEqui 16.50 -0.04 4.6 19.3 LgCpGwth p 46.25 -0.02 6.1 30.4 LowDurInc r 7.84 -0.03 1.8 3.7 MidCpBldA 32.71 0.14 9.0 13.6 GblValue n 26.97 0.25 5.9 12.5
MCapValI 29.96 0.00 6.7 31.3 IntlGr n 31.46 0.02 10.6 16.0 WCM:
Div&Grwth 22.78 -0.04 3.4 30.9 MdCpVal p 35.39 0.22 6.9 25.0 ModDur 9.15 -0.04 0.9 -3.3 PreSecI 9.06 -0.07 4.0 -1.4
MIGI 36.39 -0.17 5.8 26.5 IntlVal n 38.75 0.08 8.4 13.5 FcusEmgMk Inst 13.56 -0.18 5.3 -5.5
Stock 95.41 0.08 -0.2 27.1 USEquity 18.14 -0.07 6.7 30.6 MortgOppBd 9.48 -0.01 1.7 1.1 PtrLGI In 14.26 -0.03 8.6 9.0 U
ResBdI 9.43 -0.06 1.9 -7.2 ITIGrade n 8.41 -0.06 1.5 -6.5 WCM Focus Funds:
TotRetBd 9.41 -0.07 1.5 -7.8 ValAdv t 35.98 -0.02 4.4 25.7 RealRtnI 10.06 -0.02 0.8 3.3 PtrLV In 17.36 -0.11 2.7 23.7
RschI 50.31 -0.28 4.6 19.7 UM Funds: LifeCon n 19.77 -0.05 3.6 1.8
JPMorgan I Class: ShortT 9.49 0.00 0.9 2.9 RealEstSecI 27.59 -0.17 9.4 3.0 WCMFocIntlGrwIns 21.53 0.12 9.5 16.3
I ValueI 48.52 -0.15 1.5 21.6 LifeGro n 38.13 -0.05 5.8 12.9
CoreBond 10.23 -0.04 1.7 -6.8 ShtAssetInv 9.86 0.00 0.7 1.9 SAMBalA p 14.09 -0.06 4.4 6.7 BehavVal 81.98 0.55 8.4 54.1 Western Asset:
Morgan Stanley Inst: LifeInc n 14.66 -0.05 2.4 -3.9
CorePlusBd 7.21 -0.03 1.6 -6.5 StksPLS 10.05 -0.02 7.0 21.8 SAMGrA p 16.03 -0.05 5.5 10.6 USAA Group: CoreBondI 10.74 -0.09 2.0 -10.9
IFP US Equity Fund: CapGrI 30.52 1.08 19.4 -10.8 LifeMod n 28.73 -0.06 4.7 7.4
EmMktEq I 29.79 -0.48 6.6 -5.3 TotRetESG 7.63 -0.05 1.8 -9.5 Putnam Funds Class A: 500Indx Reward n 52.13 -0.04 6.6 26.4 CoreBondIS 10.76 -0.08 2.0 -10.8
CapGrP p 27.40 0.97 19.3 -11.5 LTIGrade n 7.97 -0.09 2.8 -18.0
IFP US EquityFd 17.96 NA NA NA TotRt 8.56 -0.05 1.6 -7.9 DynAAGthA 16.52 -0.01 5.7 13.8 CrnstModAggr n 24.47 -0.03 4.2 7.7 CorePlusBdA 9.50 -0.09 2.0 -13.9
EqInc 22.92 -0.10 1.7 26.8 GloFranI t 31.18 0.05 3.6 11.8 MATxEx n 9.95 -0.18 1.1 -4.0
Invesco Fds Investor: TrndsMgdFutStrgy 11.28 0.07 0.5 40.8 PutLargCap p 29.56 -0.08 4.8 34.3 Gr&Inc n 19.80 -0.04 6.6 19.2 CorePlusBdI 9.51 -0.09 2.0 -12.9
GrAdv r 25.57 0.07 9.6 30.3 MorganStanleyPathway: MidCpGro pn 20.83 0.15 10.7 5.9
DivrsDiv n 18.05 -0.07 3.1 20.9 LgCapVal 18.88 -0.08 5.7 42.8 PIMCO Funds A: GlbHlthCare p 54.64 0.01 -2.4 26.6 Grwth n 25.84 -0.09 12.4 12.3 CorePlusBdIS 9.50 -0.10 2.0 -12.9
MuHY n 10.37 -0.19 1.6 -3.8
Invesco Funds A: CoreFxIcm n 6.89 -0.05 1.4 -9.4 IncomeFd 10.47 -0.06 1.9 -0.4 GrOpp p 41.36 0.14 8.9 16.3 Inco n 11.32 -0.05 1.9 -6.3 ManagedMuniA 14.78 -0.22 1.5 -3.9
LgCpGwth 47.49 -0.01 6.2 31.5 MuInt n 13.42 -0.19 0.8 -1.8
500InxA 43.05 -0.09 6.4 24.8 MdCpGrw 41.36 0.62 9.2 19.8 LgCapEq n 20.08 0.01 7.4 20.7 LowDurInc 7.84 -0.03 1.8 2.5 StDurInc 10.03 0.00 0.9 3.0 IncStk n 17.99 -0.02 3.5 23.9 SMAShCrPlCp n 6.43 -0.09 3.6 -26.4
OHLTte n 11.43 -0.23 1.0 -3.6
ActiveAllA 12.58 0.02 5.8 8.7 MdCpVal 36.01 0.23 6.9 25.9 Munder Funds: RealRtnA 10.06 -0.02 0.8 2.1 SustainLdrsFd p 93.64 -0.21 5.9 21.5 IntmTerm n 12.41 -0.16 0.8 -2.6 SmashSerM n 7.93 -0.11 0.9 -17.5
Primcp nr 133.96 -1.18 6.0 24.1
CapApprA p 50.04 -0.08 5.5 13.3 MtgBckd 10.06 -0.04 1.5 -5.5 MndrIntlSmCpInv r 13.81 0.07 7.9 7.7 TotRetA 8.56 -0.05 1.6 -8.8 Putnam Funds Class Y: LgTerm n 11.87 -0.23 1.2 -5.3 PrmcpCor n 28.59 -0.22 5.2 25.8 Wm Blair Funds Cl I:
Chart 15.78 0.02 7.6 17.8 ShtDurBnd 10.53 0.00 0.9 1.1 Mutual Series: PIMCO Funds C: GrOpp Y 44.25 0.15 8.9 17.2 Nasdaq100 n 31.62 0.15 13.0 29.9 SelValu nr 27.53 0.10 10.2 37.0 SmMidI r 28.53 0.10 10.1 14.6
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
Feb 13
33898.00
33887.39
34041.35
14
34138.37
34194.09
34223.98
15
33874.34
34008.63
33875.75
16
33812.45
33992.09
33720.27
17
33570.24
33677.01
33561.46
Market Advance/Decline Volumes
Daily
NY Up
NY Off
Feb 13 14
595,284 406,668 516,972 217,896 370,439
164,133 408,752 304,805 627,499 543,470
15
NY Up - Comp. 2,581,048 2,060,295 2,625,091 1,156,163 1,451,072

16 17
NY Off - Comp. 797,385 1,771,870 1,404,291 2,903,611 2,507,935

10:30 34126.31 34226.24 33927.05 33815.97 33678.80 NYSE Amer UP 1,457 4,437 3,132 2,457 6,546
Industrials 11:00
11:30
34149.76
34142.33
33978.01
33899.34
33925.12
33996.78
33889.47
33906.33
33624.67
33594.58
NYSE Amer Off
NASD Up
7,585 4,841 5,295 8,700 7,306
3,124,372 2,858,962 3,333,607 1,437,678 2,157,595
35100 12:00 34159.86 33897.85 33994.66 33922.24 33622.43 NASD Off 1,582,560 2,097,172 1,694,530 3,684,987 2,716,501
12:30 34187.43 33979.15 33895.89 33961.11 33713.18 NYSE Arca UP 171,185 159,325 119,594 83,685 134,867
Week's NYSE Arca Off 66,455 160,448 133,604 228,530 168,265
Components Change 1:00 34175.40 34017.84 33935.11 33992.27 33624.15
1:30 34190.15 34127.10 34005.19 33949.10 33640.60 % (QCHA) +.77 +.38 +.62 –.60 –.46
3M -0.89 % (QACH) –.31 +.41 +.41 –.03 +.06
2:00 34237.39 34122.72 34067.57 33977.95 33670.91
34100 % (QCHAQ) +.36 +.19 +1.26 –.65 +.34
American Express -1.95 2:30 34169.89 34119.37 34067.82 34025.02 33742.54
Amgen -1.97 3:00 34160.83 34163.71 34004.84 33983.72 33813.23 Market Advance/Decline Totals
Apple 1.54 3:30 34182.59 34135.36 34048.11 33810.50 33783.08 NYSE NYSE
Boeing -1.23 Weekly Comp. NYSE Amer Nasdaq Arca
Close 34245.93 34089.27 34128.05 33696.85 33826.69
Caterpillar 0.12 Total Issues 3,306 330 5,260 1,969
33100 High (t) 34354.71 34418.54 34202.73 34112.40 33980.16 Advances 1,659 133 2,794 870
Chevron -9.12 Low (t) 33776.11 33757.72 33731.32 33557.66 33321.34 Declines 1,593 188 2,294 1,084
Cisco Systems 3.51 High (a) 34249.60 34331.47 34130.49 34041.16 33846.64 Unchanged 54 9 172 15
Coca-Cola 0.50 Low (a) 33887.39 33827.45 33833.10 33686.59 33517.73 New Highs 240 19 298 42
Disney -2.84 Change +376.66 –156.66 +38.78 –431.20 +129.84 New Lows 32 19 199 34
Dow -1.69 32100 Week ended last Friday compared to previous Friday
Goldman Sachs -2.78 Theoretical (t): High 34418.54 Low 33321.34
Home Depot 1.41 Actual (a): High 34331.47 Low 33517.73 NYSE Composite Daily Breadth
Honeywell International 0.95 Daily Feb 13 14 15 16 17
IBM -0.58 31100 Issues Traded 3,187 3,196 3,194 3,174 3,155
Intel -0.19 Dow Jones 20 Transport (divisor: 0.16343894576034) Advances 2,336 1,483 1,780 800 1,309
Johnson & Johnson -1.76 Declines 735 1,574 1,297 2,264 1,713
Open (t) 14987.92 15179.55 15218.77 15167.13 15122.04 Unchanged 116 139 117 110 133
JPMorgan Chase 1.20 Open (a) 14998.87 15176.46 15282.95 15315.32 15180.41 New Highs 87 102 83 80 61
McDonald's 7.57 10:00 15025.28 15163.93 15234.08 15195.92 15119.11
Merck 0.95 30100 New Lows 13 12 7 15 10
10:30 15036.32 15337.57 15219.26 15223.67 15143.60 Blocks - primary 4,017 4,124 4,473 4,286 4,551
Microsoft -5.04 Total (000) - primary 772,189 833,908 831,717 858,027 929,039
11:00 15102.63 15141.40 15246.61 15274.87 15114.87
Nike Cl B 2.61 Total (000) 3,448,628 3,929,202 4,075,984 4,143,662 4,045,484
11:30 15131.44 15151.15 15250.68 15276.15 15107.12
Procter & Gamble 1.75
12:00 15103.70 15072.64 15324.74 15272.40 15100.51 NYSE American Composite
Salesforce -1.86 29100 12:30 15118.73 15175.23 15320.49 15312.69 15130.36 Daily Feb 13 14 15 16 17
Travelers Cos -1.00
1:00 15118.44 15185.30 15318.32 15345.94 15120.88 Issues Traded 303 309 305 300 298
UnitedHealth Group 4.83
1:30 15125.83 15263.10 15361.66 15313.88 15126.65 Advances 145 141 132 116 117
Verizon Communications 0.21
2:00 15113.45 15242.97 15371.06 15317.52 15094.44 Declines 141 151 155 166 168
Visa Cl A -3.64
Walgreens Boots Alliance 0.21 28100 2:30 15133.29 15242.33 15370.23 15325.90 15089.86 Unchanged 17 17 18 18 13
3:00 15127.98 15326.53 15371.47 15306.73 15114.02 New Highs 6 3 8 5 6
Walmart 2.72 August September October November December January February New Lows 8 5 5 1 8
3:30 15163.26 15338.27 15369.33 15256.11 15117.43
Blocks - primary 94 100 95 112 92
Close 15183.22 15351.85 15399.33 15209.47 15135.87
Total (000) - primary 9,240 9,569 8,469 11,292 13,938
High (t) 15250.31 15421.78 15453.23 15409.97 15259.40 Total (000) 121,541 126,782 122,020 139,635 219,661
Transportation Low (t)
High (a)
14919.91 14959.47 15124.85 15075.02
15186.34 15363.90 15401.44 15356.75
14985.32
15187.78 Nasdaq
16000 Low (a) 14947.71 15041.93 15160.05 15144.82 15046.45 Daily Feb 13 14 15 16 17
Week's Change +140.29 +168.63 +47.48 –189.86 –73.60 Issues Traded 4,808 4,752 4,797 4,807 4,712
Components Change Advances 2,856 2,109 2,870 1,521 2,336
15500 Theoretical (t): High 15453.23 Low 14919.91 Declines 1,704 2,409 1,676 3,045 2,127
Alaska Air Group -0.49 Actual (a): High 15401.44 Low 14947.71 Unchanged 248 234 251 241 249
American Airlines Group 0.08 New Highs 81 86 91 96 88
Avis Budget Group 26.02
15000 New Lows 67 83 63 67 76
CH Robinson Worldwide -1.95 Dow Jones 15 Utilities (divisor: 1.27924906167720) Blocks - primary 31,168 31,940 33,599 34,544 35,534
CSX -0.36 14500 Total (000) 4,752,885 5,032,435 5,056,648 5,159,416 4,925,239
Open (t) 946.60 950.35 940.92 937.95 943.41
Delta Air 0.19 NYSE Arca Composite
Open (a) 946.09 949.74 941.69 941.83 943.34
Expeditors Intl of Wash -0.56 Daily Feb 13 14 15 16 17
FedEx 0.93 14000 10:00 949.76 947.97 943.43 931.90 946.57
10:30 950.55 954.84 942.12 933.24 946.07 Issues Traded 1,731 1,749 1,742 1,752 1,740
JB Hunt Transport -2.25 Advances 1,428 899 850 320 717
11:00 951.74 945.89 939.48 936.68 948.06
JetBlue Airways 0.30 13500 Declines 284 816 864 1,415 1,001
Kirby Corp -0.20 11:30 951.41 946.56 941.09 937.82 949.65
Unchanged 19 34 28 17 22
Landstar System 2.56 12:00 950.88 941.61 942.63 940.21 950.81 New Highs 13 19 15 15 6
Matson 1.75 13000 12:30 949.98 943.66 941.54 942.70 955.39 New Lows 3 8 13 11 13
Norfolk Southern -14.46 1:00 950.66 942.71 942.84 944.89 953.90 Blocks - primary 1,138 1,422 1,211 1,500 1,487
Old Dominion Freight 5.84 1:30 950.08 947.04 943.91 944.15 953.14 Total (000) - primary 238,476 321,969 255,011 315,233 304,034
12500 2:00 952.56 946.36 946.21 943.44 951.19 Total (000) 1,306,348 1,614,674 1,377,235 1,645,678 1,575,528
Ryder System 2.15
Southwest Airlines 0.79 2:30 953.03 946.68 947.38 944.81 953.53
12000 3:00 950.89 949.22 948.29 944.39 954.61
Union Pacific
United Airlines
-3.91
0.77 3:30
Close
948.01
951.80 945.00
948.31 948.17
950.07
942.96
943.21
956.11
953.61
Other Market Indexes
United Parcel Service B -2.01 Daily 2/13 2/14 2/15 2/16 2/17
11500 High (t) 954.91 956.51 951.20 948.04 959.09
August September October November December January February Low (t) 944.80 939.45 937.90 928.35 938.25 NYSE Amer Comp4283.47 4278.17 4281.63 4228.42 4152.97
High (a) 953.65 956.00 950.46 946.11 957.82 AmMajorMkt 3096.65 3096.70 3088.44 3043.61 3042.64
Utilities Low (a)

Change
946.09 940.44
+6.03 –6.80
939.21
+5.07
928.98
–6.86
938.28
+10.40
BNY ADR Idx
Europe
154.83
148.55
155.41
149.40
154.38
148.84
153.47
147.50
152.82
147.51
1070 Latin Am 191.16 190.53 192.18 193.58 192.83
Theoretical (t): High 959.09 Low 928.35 Asia 183.17 183.49 181.06 180.51 178.49
Week's
Change Actual (a): High 957.82 Low 928.98 Emerg M 305.36 306.22 302.07 301.14 297.36
Components
DJ US TSM Float41720.51 41742.54 41939.65 41373.25 41246.72
AES 0.12 Nasdaq Cmp 11891.79 11960.15 12070.59 11855.83 11787.27
American Elec Power 1.86 1020 100 Index 12502.31 12590.89 12687.89 12442.48 12358.18
Dow Jones 65 Composite (divisor: 0.77130165331605)
American Water Works -0.84 Indus. 8326.96 8395.76 8529.49 8356.03 8351.01
Open (t) 11414.22 11508.34 11449.06 11421.02 11372.87 Insur. 12578.01 12467.04 12612.48 12524.34 12558.52
Atmos Energy 0.86
Open (a) 11413.60 11517.63 11490.35 11494.19 11406.13 Banks 4302.90 4274.52 4309.54 4252.37 4278.50
Consolidated Edison 0.89
10:00 11461.80 11550.33 11449.12 11386.99 11354.05 Computer 9140.15 9205.66 9263.40 9070.65 8956.99
Dominion Energy -0.84
Duke Energy 0.38 970 10:30 11491.15 11542.64 11458.82 11435.95 11408.87 Telecom 399.51 399.92 403.84 409.30 409.19
11:00 11500.79 11462.85 11458.63 11460.66 11390.14 NYSE Comp.-z 16052.25 16025.11 16016.09 15873.79 15840.16
Edison International 0.58
11:30 11490.82 11431.37 11492.60 11464.97 11379.28 Financial-z 9470.05 9439.79 9441.96 9359.64 9337.71
Exelon 2.34 Health Care-z23076.67 22954.83 22819.07 22621.12 22842.50
FirstEnergy 1.13 12:00 11496.64 11433.06 11499.46 11470.90 11388.29
Energy-z 13545.47 13567.35 13386.89 13259.82 12845.27
NextEra Energy 1.33 12:30 11504.82 11463.63 11469.11 11495.33 11423.02
920 1:00 11500.60 11477.76 11489.13 11502.31 11396.61
Russell 1000 2276.21 2277.40 2287.01 2255.63 2247.99
Public Svc Enterprise 1.58 2000 1941.14 1939.91 1960.97 1942.21 1946.36
Sempra 1.36 1:30 11508.27 11520.29 11511.84 11482.36 11398.71 3000 2399.29 2400.37 2411.47 2379.00 2371.75
Southern -0.25 2:00 11519.75 11514.43 11533.32 11493.21 11402.69 Value-v 1576.37 1571.51 1574.40 1559.19 1557.23
Xcel Energy -0.47 2:30 11505.90 11522.91 11527.31 11507.41 11426.37 Growth-v 2397.35 2407.38 2423.31 2380.19 2367.00
870 3:00 11500.79 11543.20 11514.74 11492.04 11441.18 MidCap 2947.51 2949.97 2977.26 2943.56 2930.83
3:30 11513.49 11531.32 11530.58 11440.10 11432.27 S&P 100 Index 1854.92 1855.95 1859.74 1831.51 1826.06
Close 11532.67 11526.31 11552.40 11415.97 11443.16 500 4137.29 4136.13 4147.60 4090.41 4079.09
High (t) 11573.44 11625.00 11580.39 11548.22 11508.63 Ind. 5746.80 5752.47 5768.95 5684.95 5664.36
Low (t) 11372.85 11368.73 11396.02 11335.45 11286.38 MidCap 2669.88 2671.02 2688.53 2670.21 2666.12
820 High (a) 11534.22 11591.04 11552.98 11514.99 11453.23 SmallCap 1281.35 1276.91 1289.44 1280.81 1282.52
August September October November December January February Low (a) 11408.95 11405.22 11436.52 11386.30 11345.00 Value Line(A) 9480.83 9484.96 9570.49 9480.82 9470.20
Value Line(G) 591.74 591.91 597.06 591.26 590.43
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 +113.83 –6.36 +26.09 –136.43 +27.19
DJ US Small TSM13368.85 13385.51 13531.82 13386.29 13385.01
Theoretical (t): High 11625.00 Low 11286.38 (A)-Arithmetic Index. (G)-Geometric Index.
Actual (a): High 11591.04 Low 11345.00 (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) 4,224,881 4,297,418 4,869,665 -13.24
Dow Jones Indexes series, please refer to www.spglobal.com. DJ latest available book 30 Dow Inds (b) 1,485,738 1,619,377 1,727,131 -13.98
35294.19 28725.51 30 Indus 34245.93 33696.85 33826.69 –42.58 –0.13 –252.49 –0.74 679.44 2.05 values for FY 2021 and 2020, and S&P latest for 2021 and 2020. r- 20 Dow Trans (b) 345,227 335,227 528,313 -34.65
16718.54 11999.40 20 Transp 15399.33 15135.87 15135.87 92.94 0.62 164.90 1.10 1743.96 13.02 Revised data 15 Dow Utils (b) 240,197 247,531 308,764 -22.21
1071.75 838.99 15 Utilities 953.61 943.21 953.61 7.84 0.83 37.84 4.13 –13.79 –1.43 65 Dow Stks (b) 2,071,161 2,202,135 2,564,209 -19.23
NYSE American (a) 52,508 49,712 73,197 -28.27
12199.42 9679.49 65 Comp 11552.40 11415.97 11443.16 24.32 0.21 48.02 0.42 480.33 4.38 Last Week Prev. Week Last Year Nasdaq(d) 24,926,623 26,732,797 21,715,103 14.79
Dow Jones Indexes
46941.20 36056.21 US TSM Float 41939.65 41246.72 41246.72 0.04 0.00 –2855.57 –6.47 2726.12 7.08 DJ Ind Avg 33826.69 33869.27 34079.18 NYSE 15 Most Active
1142.22 876.95 US Market 1019.26 1001.98 1001.98 –0.76 –0.08 –70.80 –6.60 64.15 6.84 P/E Ratio 22.11 22.12 19.08 Average Price 14.29 12.97 25.76 -44.53
Earns Yield % 4.52 4.52 5.24 % Tot Vol 15.48 15.71 15.28 1.31
889.01 528.30 Internet 673.71 645.74 645.74 6.26 0.98 –186.93 –22.45 85.01 15.16 Stock Offerings $(z,v) 436,600 r3,478,600 721,400 -39.48
New York Stock Exchange Earns $ 1530.24 1531.10 1786.49
Divs Yield % 2.05 2.04 1.86
17014.76 13472.18 Comp-z 16052.25 15840.16 15840.16 –70.54 –0.44 –552.17 –3.37 655.85 4.32 Daily Stock Volume 2/13 2/14 2/15 2/16 2/17
Divs $ 692.43 689.65 635.16
10255.55 7655.99 Financial-z 9470.05 9337.71 9337.71 –42.69 –0.46 –720.80 –7.17 668.94 7.72 NYSE(a) 772,189 833,908 831,717 858,027 929,039
Mkt to Book 4.55 4.55 5.21
24968.12 20936.55 Health Care-z 23076.67 22621.12 22842.50 –38.04 –0.17 489.07 2.19 –597.34 –2.55 30 Inds (b) 303,584.1 291,746.2 269,848.3 316,784.6 303,774.4
Book Value $ 7439.45 7439.45 6543.35 20 Trans (b) 73,253.1 72,463.9 55,386.5 68,679.2 75,444.1
14030.84 10452.57 Energy-z 13567.35 12845.27 12845.27 –737.91 –5.43 1939.36 17.78 –206.62 –1.58
DJ Trans Avg 15135.87 15042.93 14970.97 15 Utils (b) 39,627.7 43,381.4 47,180.7 48,880.4 61,126.4
NYSE American Stock Exchange
P/E Ratio 11.36 11.52 19.78 65 Stks (b) 416,464.9 407,591.4 372,415.5 434,344.2 440,344.9
4688.00 3582.25 NYSE Amer Comp 4283.47 4152.97 4152.97 –191.59 –4.41 424.43 11.38 17.63 0.43 Earns Yield % 8.80 8.68 5.05 NYSE Amer(a) 9,240 9,569 8,469 11,292 13,938
3148.89 2510.61 Major Mkt 3096.70 3042.64 3042.64 -20.99 –0.69 –36.23 –1.18 104.61 3.56 Earns $ 1332.61 1306.30 756.74 Nasd(d) 4,752,885 5,032,435 5,056,648 5,159,416 4,925,239
Standard & Poor's Indexes Divs Yield % 1.30 1.30 1.07 NYSE 15 Most Active
2133.22 1615.09 100 Index 1859.74 1826.06 1826.06 –5.77 –0.31 –173.38 –8.67 116.89 6.84 Divs $ 196.83 195.98 160.08 Avg. Price 13.18 12.72 18.46 11.94 21.36
4631.60 3577.03 500 Index 4147.60 4079.09 4079.09 –11.37 –0.28 –269.78 –6.20 239.59 6.24 Mkt to Book 4.71 4.68 5.06 % Tot Vol 14.19 18.92 18.99 16.28 12.51
6453.51 4996.32 Indus 5768.95 5664.36 5664.36 –14.72 –0.26 –366.20 –6.07 352.05 6.63 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.
2773.72 2200.75 MidCap 2688.53 2666.12 2666.12 26.82 1.02 33.63 1.28 235.74 9.70 DJ Utility Avg 953.61 945.77 915.77 (r) Revised. (v) W/E Thursday. (z) Source: Refinitiv.
1357.33 1064.45 SmallCap 1289.44 1276.91 1282.52 17.01 1.34 –15.40 –1.19 124.99 10.80 P/E Ratio 26.06 23.78 27.35
Nasdaq Stock Market Earns Yield % 3.84 4.21 3.66
14619.64 10213.29 Comp 12070.59 11787.27 11787.27 69.15 0.59 –1760.79 –13.00 1320.79 12.62 Earns $ 36.59 39.77 33.48
15239.32 10679.34
10817.54 7178.71
100 Index
Indus
12687.89
8529.49
12358.18
8326.96
12358.18
8351.01
53.26
120.93
0.43
1.47
–1651.36
–1501.01
–11.79
–15.24
1418.42
1003.34
12.97
13.66
Divs Yield %
Divs $
3.12
29.73
3.13
29.63
3.11
28.49
NYSE HALF-HOURLY VOLUME
12643.69 9622.71 Insur 12612.48 12467.04 12558.52 181.91 1.47 1383.39 12.38 916.63 7.87 Mkt to Book 2.19 2.17 2.33 Daily 2/13 2/14 2/15 2/16 2/17
5078.61 3886.15 Banks 4309.54 4252.37 4278.50 6.02 0.14 –783.50 –15.48 233.55 5.77 Book Value $ 435.47 435.47 392.45
11319.62 7416.59 Computer 9263.40 8956.99 8956.99 –16.80 –0.19 –1463.06 –14.04 1150.03 14.73 S&P 500 Index 4079.09 4090.46 4348.87 9:30-10:00 91,718 95,287 109,723 117,037 132,162
463.38 329.24 Telecom 409.30 399.51 409.19 15.68 3.98 –50.28 –10.94 37.74 10.16 P/E Ratio 21.80 21.86 24.80 10:00-10:30 34,800 46,066 46,334 44,649 42,666
Russell Indexes Earns Yield % 4.59 4.57 4.03 10:30-11:00 31,474 45,162 34,009 37,522 39,102
2559.44 1969.25 1000 2287.01 2247.99 2247.99 –2.38 –0.11 –155.84 –6.48 142.09 6.75 Earns $ 187.08 187.08 175.36
11:00-11:30 26,084 34,612 32,998 32,225 34,016
2133.10 1649.84 2000 1960.97 1939.91 1946.36 27.54 1.44 –62.98 –3.13 185.11 10.51 Divs Yield % 1.70 1.68 1.45
Divs $ 69.34 68.72 63.06 11:30-12:00 27,575 30,105 29,619 29,221 30,606
2694.04 2076.07 3000 2411.47 2371.75 2371.75 –0.28 –0.01 –158.96 –6.28 154.61 6.97
1665.08 1339.62 Value-v 1576.37 1557.23 1557.23 –5.63 –0.36 –31.10 –1.96 60.11 4.02 Mkt to Book 4.05 4.06 4.69 12:00-12:30 22,893 25,576 30,410 27,101 28,799
2869.56 2082.30 Growth-v 2423.31 2367.00 2367.00 3.64 0.15 –287.71 –10.84 208.82 9.68 Book Value $ 1008.02 1008.02 927.52 12:30-1:00 22,474 24,262 23,913 24,899 22,270
3193.87 2481.47 MidCap 2977.26 2930.83 2930.83 16.07 0.55 –85.04 –2.82 230.16 8.52 S&P Ind Index 5664.36 5679.08 6030.56
1:00-1:30 21,927 30,514 22,816 28,468 26,411
Others P/E Ratio 22.80 22.86 29.06
Earns Yield % 4.39 4.38 3.44 1:30-2:00 21,689 26,161 24,196 25,708 25,146
9834.49 7679.59 Value Line-a 9570.49 9470.20 9470.20 103.68 1.11 145.54 1.56 940.17 11.02
Earns $ 248.47 248.47 207.49 2:00-2:30 23,385 22,155 29,689 26,995 27,023
653.15 491.56 Value Line-g 597.06 590.43 590.43 5.72 0.98 –35.10 –5.61 54.08 10.08
14538.46 11195.10 DJ US Small TSM 13531.82 13368.85 13385.01 173.99 1.32 –397.23 –2.88 1333.90 11.07 Divs Yield % 1.53 1.52 1.31 2:30-3:00 25,182 27,978 29,766 25,679 25,923
988.09 760.10 Barron's Future Focus 912.02 890.42 890.42 5.76 0.65 –53.65 –5.68 78.26 9.64 Divs $ 86.66 86.32 79.00 3:00-3:30 33,167 37,545 34,407 49,751 35,539
Mkt to Book 5.44 5.45 6.44
1051.05 825.73 Barron's 400 1016.73 1001.07 1001.07 1.78 0.18 –3.71 –0.37 80.67 8.77 3:30-4:00 389,822 388,483 383,837 388,772 459,378
Book Value $ 1042.07 1042.07 936.72
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
U.S. Dollar Index vs Euro and Yen Selected IPOs

Per Share Values of Stocks Ticker Initial Offer Price IPO Date Recent Price %Chg
Street Hawkers: Traders are looking for a March interest-rate hike on the heels of strong economic data
and persistent inflation. That buoyed the dollar against the six-currency basket used in the ICE U.S. Dollar In the Dow Jones Averages NFT Gaming NFTG 4.15 2/15 3.81 -8.2%
Index, which edged up 0.24% on the week, to 103.88. This is a list of the Dow Jones trailing 52-week diluted share BullFrog AI BFRG 6.50 2/14 4.76 -26.8%
earnings, dividends and book values as reported by the company.
25 Bolded numbers indicate new values. Sources Barron's Stats and
FactSet.
20 Industrial Stocks
15 Book Book
s
DXY (103.88)
10
Am Exp
Earns Divs. Value
9.84 2.08 29.14 Johnson&John
Earns Divs. Value
6.74 4.52 28.16 Investor Sentiment Readings New Listings
5 Amgen 12.11 7.95 12.00 JPMorgChase 12.08 4.00 88.07 NYSE
High bullish readings in the Consensus stock index or in the Market
Apple 5.89 0.92 3.84 McDonalds 8.35 5.52 (6.17) Vane stock index usually are signs of Market tops; low ones, market None
0 Boeing (8.29) Suspended (25.47) Merck Co 5.71 2.80 15.11 bottoms.
EURO in $ Caterpillar 12.65 4.71 30.76 Microsoft 9.00 2.60 22.31 Last Week 2 Weeks Ago 3 Weeks Ago NYSE American
-5
s Chevron Corp 18.28 5.77 72.06 Nike Inc 3.55 1.255 9.73
s Consensus Index None
-10 Cisco Sys 2.73 1.52 9.79 Proc Gam 5.70 3.6532 19.11
YEN in $ Coca Cola 2.20 1.74 5.32 3M Co 10.15 5.97 26.31
Consensus Bullish Sentiment 66% 65% 64%
Nasdaq
-15 Disney Walt 1.82 0.00 48.71 Salesforce.com 0.28 0.00 58.78
Dow 6.24 2.80 24.71 Travelers Cos 11.75 3.67 119.76 Bullfrog AI (BFRG)
-20 AAII Index
Goldman Sachs 30.06 9.00 297.50 UnitedHealthGrp 21.19 6.40 76.26 NFT Gaming (NFTG)
-25 Home Depot 16.59 7.60 (1.64) Verizon 5.06 2.585 19.48 Bullish 34.1% 37.5% 29.9%
Honeywell 7.27 3.97 27.12 Visa 7.15 1.575 16.32
M A M J J A S O N D J F
Source: Tullett Prebon
IBM
Intel
6.95
1.96
6.59 21.05
1.46 23.44
Walgreens
Wal-mart
(3.44) 1.9175 27.06
3.24 2.24 30.15
Bearish
Neutral
28.8
37.1
25.0
37.5
34.6
35.5 Trading
Transportation Stocks Market Vane Suspended
NYSE
Bullish Consensus 43% 44% 43%
AlaskaAirGroup 0.43 Suspended 30.19 Kirby Corp 2.03 Nil 48.02 Avaya (AVYA)
Coming U.S. Auctions 144 Filings AmericanAirlines
AvisBudgetGrp
(0.01) Suspended (11.33)
57.18 Nil (3.93)
Landstar Sys
Matson Inc
12.14
33.91
1.10 22.87
1.22 40.67
TIM Group Market Sentiment NYSE American
None
C.H. Robinson 7.30 2.26 15.65 Norf Southern 13.90 5.07 56.80 Indicator 49.3% 44.9% 48.7%
Yields (%) SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to Nasdaq
CSX Corp 1.94 0.40 6.13 Old Dominion 12.18 1.20 32.00
sell shares. Shares Indicated: the number to be sold. Sales Date: the approximate date of the sale. Sources: Consensus Inc.; American Association of FFBW (FFBW)
Monday When Issued* Last Auction (Sometimes shares aren't sold, even though their owner has filed a Form144.) Source: Thomson Delta Air Lines 2.04 Suspended 6.07 Ryder Sys 4.18 2.44 52.02
Individual Investors; Market Vane; TIM Group Partner Comms (PTNR)
Reuters Expeditors Int'l 9.52 1.34 20.90 Southwest Air 0.80 Nil 17.59
Reed's (REED)
FedEx 12.73 4.20 95.98 Un Pacific 11.22 5.08 22.17 Velodyne Lidar (VLDR)
Tuesday Shares Sale Hunt (JB) 9.20 1.62 29.67 UPS 13.20 6.18 16.38
Company Sym Indicated $ Value Date Seller Title
$60.0 bil
$48.0 bil
3-month
6-month
4.799
5.022
4.680
4.840 Freshworks FRSH 857,349 14,514,919 2/9/23 Mathrubootham,Rathnagirish AF
JetBlue Air (1.12) Nil 12.03 United Airlines 2.17 Nil 15.53
Arms Index Name
$34.0 bil 1-year 5.055 4.470 Fortinet FTNT 601,594 35,879,066 2/9/23 Perche, Patrice AF Utility Stocks The Arms index, also known as the short term trading index,
$42.0 bil 2-year 4.634 4.139 Confluent CFLT 400,000 9,856,000 2/9/23 Tomlinson, Steffan AF
is a number derived by dividing one quotient into another
quotient. The numerator in the index is the number of
advancing stocks divided by the number of declining stocks.
Changes
Oak Street Health OSH 400,000 13,629,502 2/7/23 Price, Geoffrey O AES Corp. (0.47) 0.6399 2.96 Exelon 2.19 1.35 35.13 NYSE
Wednesday As of 3/14/11, the denominator in the index is now the
Am Elec 4.83 3.15 44.49 FirstEnergy 0.57 1.56 15.21 composite volume of advancing stocks divided by the None
Pagerduty PD 275,000 8,585,500 2/9/23 Tejada, Jennifer AF composite volume of declining stocks.
AmericanWaterWorks 4.51 2.5675 40.18 NextEra Energy 2.09 1.70 18.95
$43.0 bil 5-year 4.047 3.530 Intapp INTA 200,000 6,702,000 2/8/23 Moran, Charles AF NYSE American
Atmos Energy 5.71 2.84 59.71 Xcel Energy 3.06 1.95 28.70 Daily 2/13 2/14 2/15 2/16 2/17
Ugi UGI 160,000 6,480,000 2/6/23 Walsh, John FO Con Ed 4.78 3.18 56.60 Pub Sv Ent 2.70 2.16 28.65 None
Thursday
Elf Beauty ELF 158,960 11,085,870 2/6/23 Amin, Tarang AF DominionEnergy 1.09 2.67 31.51 Sempra Energy 7.13 4.58 79.17 Nasdaq
NYSE .98 .81 .73 .89 1.32
$35.0 bil 7-year 3.958 3.517 Travelers Companies TRV 150,829 28,402,609 2/8/23 Schnitzer, Alan CEO
Duke Energy 3.32 4.00 61.55 Southn Co. 1.36 2.72 25.36 Verde Clean Fuels (VGAS),
NYSE American 3.47 1.55 1.33 2.60 .43 formerly CENAQ Energy
Edison Int'l 1.90 2.8375 36.57
* As of Friday afternoon. Borgwarner BWA 150,000 7,388,214 2/13/23 Lissalde, Frederic O Nasdaq .85 .64 .87 1.28 1.38 (CENQ)
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 .0052 .0053 191.9951 190.4576
S&P 100 of 125:100 are considered bullish, for instance. Bearish Australia (Dollar) .6903 .6917 1.4486 1.4457
Media Agencies DJUSAV 490.61 + 33.11 59.02 +7.24 [1] –13.32 [109] +13.67 [28] –5.75 598.12 386.59 signals flash when the equity put-call level reaches the vicinity of Bahrain (Dinar) 2.6536 2.6532 .3769 .3769
Travel & Tourism DJUSTT 693.19 + 43.00 170.39 +6.61 [2] –17.62 [121] +32.59 [3] –1.16 824.71 468.89 30:100 and the index ratio hits 75:100. Brazil (Real) .1935 .1917 5.1680 5.2165
Automobiles DJUSAU 776.31 + 39.35 280.59 +5.34 [3] –28.43 [134] +56.60 [1] +40.41 1,334.00 449.86 Bulgaria (Lev) .5468 .5461 1.8289 1.8313
Automobiles & Parts DJUSAP 919.49 + 46.18 308.72 +5.29 [4] –26.11 [129] +50.55 [2] +32.96 1,486.20 562.89 S&P 100 CBOE Canada (Dollar) .7430 .7486 1.3458 1.3359
Auto Parts DJUSAT 563.59 + 26.47 88.49 +4.93 [5] –3.07 [65] +18.63 [9] +8.68 573.68 410.38 Chile (Peso) .001267 .001252 789.35 798.90
China (Renminbi) .1456 .1469 6.8677 6.8095
Telecom Equipment DJUSCT 1457.37 + 64.00 81.48 +4.59 [6] –8.45 [89] +5.92 [71] +4.20 1,630.75 1,173.05 4.75 1.65 Colombia (Peso) .0002041 .0002084 4899.91 4798.97
Real Estate Holding & Dev DJUSEH 69.81 + 2.24 9.26 +3.32 [7] –7.45 [83] +15.28 [19] –11.03 83.13 42.43 Czech. Rep. (Koruna) …… .. …… .. …… .. …… ..
Toys DJUSTY 905.77 + 29.03 39.08 +3.31 [8] –17.54 [120] +4.51 [82] –2.94 1,097.44 837.67 Commercial rate .04512 .04499 22.163 22.225
Leisure Goods DJUSLE 655.99 + 20.22 47.60 +3.18 [9] –15.92 [115] +7.82 [59] –.66 780.64 591.46 Denmark (Krone) .1436 .1434 6.9633 6.9757
Durable Hshld Pdts DJUSHD 170.25 + 4.68 18.86 +2.83 [10] –40.85 [138] +12.46 [32] –13.22 287.16 142.99 3.90 1.40 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Industrial Suppliers DJUSDS 581.07 + 15.63 83.32 +2.76 [11] +18.05 [7] +16.74 [17] +17.55 590.97 442.88 Egypt (Pound)-y .0327 .0328 30.5528 30.5028
Steel DJUSST 589.74 + 15.80 116.56 +2.75 [12] +42.92 [1] +24.63 [6] +40.62 609.06 364.57 Hong Kong (Dollar) .1275 .1274 7.8450 7.8500
Recreational Products DJUSRP 552.73 + 14.43 103.39 +2.68 [13] –8.81 [91] +23.01 [7] +11.11 623.10 418.43 Hungary (Forint) .002787 .002760 358.78 362.34
Travel & Leisure DJUSCG 1339.13 + 33.71 181.42 +2.58 [14] –5.30 [74] +15.67 [18] –.04 1,400.80 1,021.84
3.05 1.15 Iceland (Krona) .006939 .007010 144.12 142.65
India (Rupee) .01207 .01212 82.864 82.493
Electrical Comps & Equip DJUSEC 530.87 + 12.84 65.05 +2.48 [15] +3.09 [39] +13.96 [25] +11.87 534.95 418.50 .0000659 .0000658 15166 15188
Indonesia (Rupiah)
Gambling DJUSCA 663.69 + 15.86 135.48 +2.45 [16] –4.86 [73] +25.65 [5] –10.20 702.48 420.78 Israel (Shekel) .2818 .2827 3.5492 3.5368
Commercial Vehicles DJUSHR 3849.26 + 88.51 210.88 +2.35 [17] +19.75 [6] +5.80 [73] +23.27 3,849.26 2,650.92 2.20 0.90 Japan (Yen) .007457 .007611 134.10 131.40
Footwear DJUSFT 2323.65 + 53.21 150.85 +2.34 [18] –8.55 [90] +6.94 [65] +6.92 2,540.41 1,550.01 Kazakhstan (Tenge) .002236 .002217 447.15 451.06
Clothing & Accessories DJUSCF 292.39 + 6.33 7.41 +2.21 [19] –17.40 [119] +2.60 [94] –4.66 369.19 239.36 Kuwait (Dinar) 3.2638 3.2706 .3064 .3058
Real Estate Investmt & Svcs DJUSRH 525.23 + 11.33 54.30 +2.21 [20] –12.72 [107] +11.53 [34] –2.80 592.68 398.27 Macau (Pataca) .1237 .1236 8.0840 8.0900
1.35 0.65 Malaysia (Ringgit)-b .2256 .2308 4.4320 4.3325
Net Change % Change and Ranking 52 Week Mexico (Peso) …… .. …… .. …… .. …… ..
Floating rate .0545 .0536 18.3608 18.6641
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
New Zealand (Dollar) .6257 .6307 1.5982 1.5855
Steel DJUSST 589.74 + 15.80 116.56 +2.75 [12] +42.92 [1] +24.63 [6] +40.62 609.06 364.57 0.50 0.40 Norway (Krone) .0972 .0985 10.2829 10.1520
Integrated Oil & Gas DJUSOL 764.27 – 50.44 –26.25 –6.19 [135] +34.82 [2] –3.32 [128] +18.37 837.28 556.70 Oman (Rial) 2.5978 2.5978 .3849 .3849
FM A M J J A S O N D J F Pakistan (Rupee) .00380 .00368 262.860 271.500
Heavy Construction DJUSHV 1007.39 + 19.52 66.46 +1.98 [24] +33.13 [3] +7.06 [64] +27.88 1,011.02 701.03
Source: CBOE Philippines (Peso) .01808 .01836 55.325 54.475
Oil & Gas Producers DJUSOG 821.39 – 64.47 –43.14 –7.28 [137] +25.54 [4] –4.99 [135] +18.79 938.45 639.78 Poland (Zloty) .2247 .2239 4.4495 4.4668
Oil Equipment & Svcs DJUSOI 295.32 – 18.91 –1.11 –6.02 [134] +20.94 [5] –.37 [110] +10.95 321.92 189.69 Qatar (Rial) .2732 .2747 3.6600 3.6408
Commercial Vehicles DJUSHR 3849.26 + 88.51 210.88 +2.35 [17] +19.75 [6] +5.80 [73] +23.27 3,849.26 2,650.92 Russia (Ruble)-a .01358 .01355 73.649 73.804
Industrial Suppliers
Exploration & Production
DJUSDS
DJUSOS
581.07
950.42
+ 15.63
– 88.44
83.32
–70.05
+2.76
–8.51
[11]
[138]
+18.05
+16.20
[7]
[8]
+16.74
–6.86
[17]
[138]
+17.55
+19.75
590.97
1,150.57
442.88
791.21 Coming Earnings Saudi Arabia (Riyal)
Singapore (Dollar)
South Africa (Rand)
.2667
.7481
.0554
.2665
.7527
3.7494
1.3367
3.7525
1.3285
.0559 18.0519 17.8766
Industrial Metals & Mining DJUSIM 512.30 + 4.61 77.64 +.91 [54] +16.14 [9] +17.86 [13] +44.63 567.58 323.28
Day Consensus Year South Korea (Won) .0007717 .0007887 1295.92 1267.97
Defense DJUSDN 584.38 + .92 –25.00 +.16 [80] +15.60 [10] –4.10 [134] +2.11 630.68 499.77 Estimate Ago
Industrial Engineering DJUSIQ 3283.67 + 69.46 255.18 +2.16 [22] +15.07 [11] +8.43 [55] +15.85 3,283.67 2,352.13 Sri Lanka (Rupee) .0027 .0027 365.6100 365.0700
Sweden (Krona) .0956 .0956 10.4551 10.4628
Apparel Retailers DJUSRA 1209.24 + .93 30.86 +.08 [83] +14.21 [12] +2.62 [93] +4.45 1,246.78 814.48
Continued from page 9. Switzerland (Franc) 1.0817 1.0825 .9245 .9238
Property & Casualty DJUSIP 1299.00 – 1.40 38.53 –.11 [92] +13.88 [13] +3.06 [91] +8.92 1,310.67 1,077.90 Taiwan (Dollar) .03294 .03320 30.358 30.117
Oil Equip, Svcs & Distri DJUSOQ 378.12 – 18.31 –4.76 –4.62 [132] +13.83 [14] –1.24 [114] +5.06 406.24 283.75 Thailand (Baht) .02902 .02967 34.460 33.700
T
Aerospace & Defense DJUSAE 1725.68 + 9.03 31.62 +.53 [67] +10.85 [15] +1.87 [98] +.09 1,735.98 1,369.42 Turkey (New Lira)-d .0531 .0531 18.8297 18.8320
La-Z-Boy (Q3) 0.66 0.65
Industrial Machinery DJUSFE 966.99 + 18.64 97.73 +1.97 [25] +10.62 [16] +11.24 [36] +9.45 970.33 713.06 Matson (Q4) 1.96 9.39 Ukraine (Hryvnia) .0271 .0272 36.8500 36.7500
Trucking DJUSTK 1514.69 + 17.87 230.94 +1.19 [43] +9.78 [17] +17.99 [11] +20.17 1,575.56 1,143.64 Molson Coors (Q4) 1.07 0.81 U.K. (Pound) 1.2043 1.2060 .8304 .8292
Insurance Brokers DJUSIB 595.48 – 16.05 7.68 –2.62 [125] +9.77 [18] +1.31 [103] +9.54 632.86 494.81 Palo Alto Networks (Q2) 0.78 0.58 Uruguay (Peso) …… .. …… .. …… .. …… ..
Marine Transportation DJUSMT 239.85 – .66 28.62 –.27 [96] +9.06 [19] +13.55 [29] –.52 245.86 184.77 Public Service Enterprise (Q4) 0.62 0.69 Financial .02526 .02556 39.585 39.125
Toll Brothers (Q1) 1.39 1.24 Euro 1.0696 1.0678 .9350 .9365
Waste & Disposal Svcs DJUSPC 454.31 + 5.47 6.04 +1.22 [41] +8.86 [20] +1.35 [102] +7.64 497.83 399.04 Walmart (Q4) 1.52 1.53 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
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 W a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
average. Volume figures do not reflect extended trading hours. 2005. y-floating rate.
Cheesecake Factory (Q4) 0.57 0.49
eBay (Q4) 1.06 1.05
Etsy (Q4) 0.80 1.11
Fidelity National Fin (Q4)
Marriott Vacations (Q4)
1.15
2.77
2.08
2.38 Money Rates
NetApp (Q3) 1.31 1.44
Delta Market Pulse of the Economy
NiSource (Q4)
NVIDIA (Q4)
0.48
0.81
0.39
1.32
Latest Week Prev. Week Yr Ago
Overstock.com (Q4) 0.05 0.36 Discount Rate (NY) 4.75 4.75 0.25
Sentiment Only includes new reports.
Economic Growth and Investment
Latest
Date
Latest Preceding
Data Period
Year YroYr
Ago % Chg
Latest Latest Preceding Year YroYr
TH
Prime Rate (base) 7.75 7.75 3.25
Date Data Period Ago % Chg
Indicator Durable manufacturing (NAICS) a, Jan 102.1 r101.3 103.1 –0.97
Trade
American Electric Power (Q4)
Autodesk (Q4)
0.99
1.81
0.98
1.50
Fed Funds Rate
Avg effective offer 4.59 4.59 0.08

Capacity utilization % Jan 78.3 r78.4 77.3 1.29 Beyond Meat (Q4) -1.18 -1.27
The Delta MSI measures the No Activity for this Week Carvana (Q4) -2.05 -1.02 Avg weekly auction-c 4.58 4.43 0.08
Industrial output a, Jan 103.0 r102.9 103.0 0.00
position of a representative set Edison Int’l (Q4) 1.09 1.16
of stocks relative to an Manufacturing (NAICS) a, Jan 100.8 r99.9 101.1 –0.30 Inflation Intuit (Q2) 1.47 1.55 T-Bills Rate
intermediate-term moving Nondurable manufacturing (NAICS) a Jan 99.5 r98.4 99.0 0.51 Keurig Dr Pepper (Q4) 0.50 0.45
average crossover (MAC) point. ECRI Industrial Price Index f Feb 17 119.10 119.10 160.21 –25.66 Live Nation (Q4) -0.87 -0.94 13 weeks, Coupon Yield 4.802 4.708 0.447
Production
When greater than 50% of the Consumer price index b (unadjusted) Jan 299.2 296.8 281.1 6.44 Moderna (Q4) 4.60 11.30 13 weeks, Auction Rate 4.680 4.590 0.440
stocks followed are above this Electric power, (mil. kw hrs) (EEI) Feb 11 75,319 83,834 79,531 –5.30 Producer price index (finished goods) c Jan 257.5 r254.0 235.4 9.39 Papa John’s (Q4) 0.66 0.75 26 weeks, Coupon Yield 5.030 4.940 0.784
MAC point, the market is Mining (NAICS) a, Jan 118.5 r116.2 110.4 7.34 PG&E (Q4) 0.28 0.28 26 weeks, Auction Rate 4.840 4.755 0.770
Rate of inflation, % (annual, unadjusted) Jan 6.4 6.5 7.5 –14.67 Southwestern Energy (Q4) 0.26 0.31
bullish. When the indicator is Petroleum, related capacity, % Feb 10 86.5 87.9 85.3 1.41 Avg weekly auction-c 4.61 4.56 0.32
below 50%, risk is elevated and Warner Bros. Discovery (Q4) -0.29 ....
Rotary rigs running, U.S. & Can., (Hughes) Feb 17 1,008 1,011 865 16.53 Employment Wayfair (Q4) -1.63 -0.92 Broker Call Rate 6.50 6.50 2.00
stock exposures should be
reduced. Manager uses Steel, (thous. tons) Feb 11 1,664 1,656 1,758 –5.35 Initial jobless claims (thous.) Feb 11 194 r195 209 –7.18 Bankers Acceptances
Steel, rated capacity, % (AISI) Feb 11 74.4 74.1 79.8 –6.77 F
discretion on asset allocation Continuing claims (mil.) Feb 4 1.696 r1.680 1.714 –1.05
when MSI is at 50% +/- 3%. Utilities a Jan 98.7 r109.6 109.9 –10.19 Help Wanted Online –Ads (thous,) Jan 6,113.8 6,741.1 7,775.3 –21.37 Chart Industries (Q4) 1.71 0.73 1 month 4.60 4.55 0.12
E.W. Scripps (Q4) 0.93 0.43 2 months 4.70 4.64 0.14
Consumption and Distribution Small Business Optimism Index Jan 90.3 89.8 97.1 –7.00 fuboTV (Q4) -0.71 -0.76
Bullish
3 months 4.83 4.73 0.16
Business sales, (mil. $) Dec 1,819.04 r1,830.70 1,710.34 6.36 (Earnings are diluted and report dates are tentative. All fore- 6 months 5.08 5.03 0.20
Construction casts and historical numbers exclude extraordinary items by
Instinet Research Redbook Avg. (monthly %) Feb 11 –0.20 8.03 –6.83 …. accounting definitions.)
New housing permits, (thous. units) Jan 1,339 r1,337 1,841 –27.27 Libor Interbank Rate
Baltic Dry Index Feb 17 538 602 1,886 –71.47 Source: FactSet
New housing starts, (thous. units) Jan 1,309 r1,371 1,666 –21.43
Current Sentiment Retail store sales, (bil. $) Jan 697.0 r676.9 655.2 6.38 1 month 4.59 4.58 0.17
Other Indicators 3 months 4.92 4.87 0.48
Inventories
Barron’s 50-Stock Average
69.7%
6 months 5.24 5.13 0.78
Business inventories, (bil. $) Dec 2,483.52 r2,475.04 2,203.65 12.70 Citi Research Panic–Euphoria Reading Feb 17 –0.06 –0.07 0.03 …. 12 months 5.64 5.48 1.29
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) Feb 10 471,394 455,111 411,508 14.55 Index of coincident indicators h Jan 109.5 r109.3 107.6 1.77 This index is a weighted average of 50 leading issues. Useful in secu-
Gasoline, (thous. bbls) Feb 10 241,922 239,606 247,061 –2.08 Index of lagging indicators h Jan 118.5 r118.3 110.3 7.43 rity valuation. Source: Barron's Stats Foreign Prime Rates
Last Week Inventory–to–sales ratio (Business) Dec 1.37 1.35 1.29 6.20 Index of leading indicators h Jan 110.3 r110.6 119.5 –7.70
Feb 16 Feb 9 Feb Yr-to-Yr Canada 6.70 6.70 2.45
Orders Coincident to lagging ratio h Jan 0.92 r0.92 0.98 –6.12 Germany 3.00 3.00 0.00
2023 2023 2022 % Chg
75.3%
No Activity for this Week a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h- Japan 1.475 1.475 1.475
benchmark revision, 2016 equals 100. r-Revised. S&P 500 Index 4090.41 4081.50 4412.62 –7.30 Switzerland 1.50 1.50 0.00
Barron’s 50 Index 11402.36 11321.73 11369 0.29 Britain 4.00 4.00 0.50
Projected quarterly earn 144.41 147.56 142.71 1.19 Other Money Rates
2 Weeks ago Fannie Mae Home Loan:
Annualized projected earn 577.64 590.22 570.84 1.19
30-Year Fixed Conv 6.13 5.88 3.44
American Debt and Deficits Adjustable Mortgage Rates Annualized projected P/E 19.74 19.18 19.9 –0.92
81.4%
Bank money market-z 0.26 0.27 0.07
Five-year average earn 480.86 482.12 446.53 7.69 Interest Checking-z 0.06 0.06 0.03
Latest Preceding Year Ago Yr over Yr Five-year average P/E 23.71 23.48 25.5 –6.87 6-Month Certif-z 1.01 0.98 0.12
Feb 17 Feb 10 Yr. Ago YOY % Chg 12-Month Certif-z 1.50 1.42 0.19
Report Report Report % Chg
3 Weeks ago Year-end earn 603.90 607.05 540.28 11.78 30 Month Accounts-z 1.17 1.19 0.25
1 Year Treas Bills 4.87 4.70 0.98 396.94
Federal Budget Deficit (bil. $)-a 1,330FY'25 1,201FY'24 1,154FY'23 …. 2 Year Treas Notes 4.47 4.19 1.42 214.79 Year-end P/E 18.88 18.65 21.0 –10.28 5-Year Certificates-z 1.17 1.18 0.35
Current Market Exposure: Budget Surplus/Deficit (bil. $)-b, January –38.78 –85.00 +118.70 -132.67 3 Year Treas Notes 4.13 3.86 1.65 150.30 Year-end earns yield, % 5.30 5.36 4.8 11.42 U.S. Savings EE Bonds:
100% Equities, 0% Bonds, 0% Trade Deficit (bil. $, sa)-c, December –67.42 r-61.02 –78.87 -14.52 5 Year Treas Notes 3.86 3.59 1.84 109.78
Cash Treasury Gross Public Debt. (bil. $)-d 31,454.9 31,454.6 30,026.3 4.76 10 Year Treas Notes 3.67 3.48 1.95 88.21 Best grade bond yields, % 4.51 4.18 2.35 92.32
Long-Term (5yrs+) 2.10 2.10 0.10
Treasury Statutory Debt Limit (bil. $)-d 31,381.5 31,381.5 …. …. 20 Year Treas Bds 3.88 3.74 2.31 67.97 Bond yields/stock ylds, % 0.85 0.78 0.49 72.79
Source: Delta Investment Consumer Installment Debt (bil. $)-e, December 4,775.9 r4,764.3 4,434.4 7.70
Management 11th District % Dec Discontinued .... 0.223 .... c-Annualized yields, adjusted for constant maturity, reported by the Federal
FHFA PMMS+ 7.07 7.07 0.87 712.64 Actual year-end divs 239.22 238.82 223.72 6.92 Reserve on a weekly average basis. Sources: Tullett Prebon information, Ltd.
www.deltaim.com, (415) Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. Factset. z-Bankrate.com.
249-6337 Report, d-Daily Treasury Statement, e-Monthly Federal Reserve Release. Fed annualized yields adjusted for constant maturity. Actual yr-end divs yld, % 2.10 2.11 1.97 6.58
Barron’s Gold Mining Index

12-Month Year Week %
Weekly Bond Statistics Dividend Payment Boosts Top 5 Insider Purchases by
High Low
1228.34 684.61 Gold mining
2/16
890.58
2/9
915.26 1112.24
Ago Chg.
–2.70
New Offerings, (mil $) (v) Last Week Prev. Week Yr Ago
Company Name-Ticker Symbol (Exchange)
Adjusted
Yield Period To From
%
Increase
Record
Date
Ex-Div
Date
Payment
Date
Company in 2023
Corporate (z) 47,734 r55,381 33,148 Number of Number of Avg.
Municipal (z) 1,769 r5,571 4,051
abrdn Austrl Equity Fund-IAF (NYSE AMER ) 10.7 Q .13 .12 8.3 % 2-21 2-17 3-31 Company Sym Insiders Shares $ Value Price
Aegon ADR-AEG (NYSE) 3.7 S .12882 .109632 17.5 5-30 5-26 6-29 Heico HEI 9 10,585 1,662,534 $157.07
Best Grade Bonds-y Allegion-ALLE (NYSE) 1.5 Q .45 .41 9.8 3-15 3-14 3-31
Gold & Silver Prices (Barron's index of 10 high-grade corporate bonds.)
AllianceBernstein-AB (NYSE)
Amer Homes 4 Rent Cl A-AMH (NYSE)
7.3
2.7
Q
Q
.70
.22
.64
.18
9.4
22.2
2-21
3-15
2-17
3-14
3-16
3-31
Trustco Bank
Compass Diversified
TRST
CODI
9
8
9,537 320,316 $33.59
44,103 843,708 $19.13
4.51 4.18 2.48 B Riley Financial RILY 7 215,862 8,400,571 $38.92
Handy & Harman 2/17 2/10 Year Ago Ameren Corp-AEE (NYSE) 2.9 Q .63 .59 6.8 3-15 3-14 3-31 Triumph Financial TFIN 7 69,306 3,781,521 $54.56
Gold, troy ounce 1833.95 1859.70 1893.60 Interm-Grade Bonds-y Analog Devices-ADI (Nasdaq) 1.6 Q .86 .76 13.2 2-27 2-24 3-08
Silver, troy ounce 21.70 21.95 23.95 AstraZeneca ADR-AZN (Nasdaq) 2.1 S .985 .465 111.8 2-24 2-23 3-27
(Barron's index of 10 medium-grade corporate bonds.) Auburn National Bancorp-AUBN (Nasdaq) 4.5 Q .27 .265 1.9 3-10 3-09 3-27 Top 5 Insider Sales by Company in 2023
Base for pricing gold and silver contents of shipments and for making 5.06 4.87 3.47 Banc of California-BANC (NYSE) 1.3 Q .10 .06 66.7 3-15 3-14 4-03
refining settlement. Moderna MRNA 10 374,245 67,473,064 $180.29
Banco Bilbao Vizcaya ADR-BBVA (NYSE) 4.0 S .333343 .116796 185.4 4-04 4-03 4-20 Neurocrine Biosciences NBIX 10 202,486 20,889,516 $103.17
Confidence Index
Coins Price Premium $ Premium %
Barclays ADR-BCS (NYSE) 6.4 S .24354 .103968 134.2 2-24 2-23 3-31 Hess HES 8 423,933 59,657,880 $140.72
(High-grade index divided by intermediate-grade index; decline in Bloomin' Brands-BLMN (Nasdaq) 2.0 Q .24 .14 71.4 3-01 2-28 3-15 Atlassian TEAM 8 310,104 45,989,622 $148.30
Krugerrand 1924.58 82.88 4.50 latter vs. former generally indicates rising confidence, pointing to Blue Owl Capital-OWL (NYSE) 3.5 Q .13 .12 8.3 2-24 2-23 3-06 United Therapeutics UTHR 8 93,850 25,167,946 $268.17
Maple Leaf 1970.62 128.92 7.00 higher stocks.)
Mexican Peso 2375.98 155.44 7.00 Boyd Gaming-BYD (NYSE) 0.0 Q .16 .15 6.7 3-15 3-14 4-15
89.2 85.8 71.4
Austria Crown 1808.23 54.16 3.00 Brunswick-BC (NYSE) 1.8 Q .40 .365 9.6 2-27 2-24 3-15
Austria Phil 1933.79 92.09 5.00
Other Confidence Indicators:
CBL & Assocs Properties-CBL (NYSE) 4.2 Q .375 .25 50.0 3-15 3-14 3-31
U.S. Eagles 1970.62 128.92 7.00 Cisco Systems-CSCO (Nasdaq) 3.0 Q .39 .38 2.6 4-05 4-04 4-26
Premium is the amount over the value of the gold content in the coin.
Source Manfra, Tordella & Brookes, Inc. Bullion spot gold price 1841.7 Bloomberg Barclays US Long Treasury* Clearway Energy Cl A-CWEN.A (NYSE) 4.2 Q .3745 .3672 2.0 3-01 2-28 3-15 Week’s Week’s
Clearway Energy Cl C-CWEN (NYSE) 4.3 Q .3745 .3672 2.0 3-01 2-28 3-15
(This index measures the performance of fixed-rate, nominal US
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.)
Coca-Cola-KO (NYSE)
Community Healthcare Tr-CHCT (NYSE)
2.9
4.3
Q
Q .4475
.46 .44
.445
4.5
0.6
3-17
2-21
3-16
2-17
4-03
3-01
Dividend Dividend
Gold Performance Bloomberg Barclays US Credit
3224.87 3255.77 4197.26
Constellation Energy-CEG (Nasdaq)
Devon Energy-DVN (NYSE)
1.3
9.8
Q
Q
.282
.20
.141
.18
100.0
11.1
2-27
3-15
2-24
3-14
3-10
3-31
Payment Payment
Heavy Metal: Simmering inflation sank DT Midstream-DTM (NYSE) 5.0 Q .69 .64 7.8 3-20 3-17 4-15 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 by 1.4%, to $1,834 an ounce. investment-grade, dollar-denominated, SEC-registered corporate
Elme Communities-ELME (NYSE) 3.8 Q .18 .17 5.9 3-22 3-21 4-05
debt.) EnPro-NPO (NYSE) 0.9 Q .29 .28 3.6 3-01 2-28 3-15 NYSE American NASDAQ
2859.67 2900.74 3157.37 Equinix-EQIX (Nasdaq) 1.9 Q 3.41 3.10 10.0 3-07 3-06 3-22
20 Essent Group-ESNT (NYSE) 2.3 Q .25 .23 8.7 3-10 3-09 3-20 Monday (Feb. 20)-Sunday (Feb. 26) Monday (February 20)
Ryan Labs Treasury Index Exelon-EXC (Nasdaq) 3.3 Q .36 .3375 6.7 2-27 2-24 3-10 NONE Amalgamated Financial .10
Barron's Gold Mining Index (890.58) German American Bancorp .25
Extra Space Storage-EXR (NYSE) 3.8 Q 1.62 1.50 8.0 3-15 3-14 3-31
10 (Index of total return from active Treasury notes and bonds. Dec.
31, 1996=100.)
264.76 268.19 301.73
Fidelity National-FIS (NYSE)
First BnCp Puerto Rico-FBP (NYSE)
2.7
3.9
Q
Q
.52
.14
.47
.12
10.6
16.7
3-10
2-24
3-09
2-23
3-24
3-10
Week’s Matthews Intl Cl A
Mid Penn Bancorp
.23
.20
Handy & Harman Gold Price

0 Bond Buyer 20 Bond Index
First National Virginia-FXNC (NCM )
General Electric-GE (NYSE)
3.2
0.4
Q
Q
.15
.08 .062427
.14 7.1
28.1
2-24
3-07
2-23
3-06
3-10
4-25
Dividend Tuesday (February 21)
AmeriServ Financial .03
(Index of yields of 20 general obligation municipal bonds.)
3.65 3.51 2.54
Goldman Sachs MLP Energy-GER (NYSE)
Group 1 Automotive-GPI (NYSE)
6.4
0.7
Q
Q
.22
.45
.20
.39
10.0
15.4
2-22
3-01
2-21
2-28
2-28
3-15 Payment Columbia Banking System
Columbus McKinnon
.30
.07
Hawaiian Electric Inds-HE (NYSE) 3.3 Q .36 .35 2.9 2-23 2-22 3-10 East West Bancorp .48
-10 Bond Buyer Municipal Bond Index Hercules Capital-HTGC (NYSE) 9.0 Q .39 .36 8.3 3-02 3-01 3-09
This list includes payouts on
common stocks. Meridian .25
Humana-HUM (NYSE) 0.7 Q .885 .7875 12.4 3-31 3-30 4-28 Peoples Bancorp (Ohio) .38
(Index of 40 actively-traded tax-exempt bonds; component issues NYSE
are changed regularly to keep the index a current picture of the
Jack Henry & Associates-JKHY (Nasdaq) 1.2 Q .52 .49 6.1 3-08 3-07 3-24
Wednesday (February 22)
-20 market. Source: The Bond Buyer KBR Inc-KBR (NYSE) 1.0 Q .135 .12 12.5 3-15 3-14 4-14 Monday (February 20)
4.46 4.35 3.69 Kinsale Capital Group-KNSL (NYSE) 0.2 Q .14 .13 7.7 2-28 2-27 3-13 APA .25
Koppers Holdings-KOP (NYSE) 0.7 Q .06 .05 20.0 3-10 3-09 3-27 NONE Capital Bancorp .06
Stock/Bond Yield Gap-s Magna International-MGA (NYSE) 3.3 Q .46 .45 2.2 2-24 2-23 3-10 CapStar Finl Hldgs .10
-30 Tuesday (February 21) Entegris .10
(Difference between yield on highest-grade corporate bonds and Matador Resources-MTDR (NYSE) 1.0 Q .15 .10 50.0 2-27 2-24 3-09
Byline Bancorp .09 Heritage Financial .22
yield on stocks on the DJIA.) Morgan Stanley Pfd. A-MSpA (NYSE) 5.5 Q .343277 .305334 12.4 3-31 3-30 4-17
Energy Transfer .305 HomeStreet .35
-2.46 -2.14 -0.62 North Amer Construction-NOA (NYSE) 1.4 Q .0745 .074338 0.2 3-03 3-02 4-07
-40 Kearny Financial .11
Nu Skin Enterprises Cl A-NUS (NYSE) 3.6 Q .39 .385 1.3 2-27 2-24 3-08 Ethan Allen .32
Lakeland Industries .03
Yield on DJ Equal Weight US Corp Bond Idx: Nutrien-NTR (NYSE) 2.8 Q .53 .48 10.4 3-31 3-30 4-13
M A M J J A S O N D J F FB Financial .15 MarketAxess Holdings .72
Corp Bonds, (y) 5.46 5.25 3.21 Olympic Steel-ZEUS (Nasdaq) 1.0 Q .125 .09 38.9 3-01 2-28 3-15 HBFuller .19 Northfield Bancorp .13
Park Aerospace-PKE (NYSE) 3.1 Q .125 .10 25.0 4-03 3-31 5-05 Richardson Electronics .06
v-Week ended Thursday. y-Yield to maturity, week ended Thursday. z-
Mueller Water Products .061
Patria Investments-PAX (Nasdaq) 5.1 Q .308 .171 80.1 3-01 2-28 3-22 Univest Financial .21
Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Natural Resource Ptrs .75
PPLUS FR Call Ser GSC-2-PYT (NYSE) 4.5 Q .348587 .239912 45.3 2-14 2-13 2-15 West Bancorp .25
Public Svc Enterprise-PEG (NYSE) 3.5 Q .57 .54 5.6 3-10 3-09 3-31 Norfolk Southern 1.35 Western New England Bncp .07
Radian Group-RDN (NYSE) 4.0 Q .225 .20 12.5 2-27 2-24 3-15 Sunoco .826
Huntington Ingalls Inds 1.24 ARK Restaurants .125 Thursday (February 23)
Realty Income-O (NYSE) 4.5 M .2545 .2485 2.4 3-01 2-28 3-15 Ubiquiti .60
Week’s Ex- Jacobs Solutions
Magna International
.26
.46 Week’s Ex- First Citizens Bcshs A
Mesa Laboratories
.75
.16
Reliance Steel-RS (NYSE) 1.6 Q 1.00 .875 14.3 3-10 3-09 3-24
Absolute Software .059
Artesian Resources Cl A .278
Moody's .77 Restaurant Brands Intl-QSR (NYSE) 3.2 Q .55 .54 1.9 3-22 3-21 4-05
Dividend National Bank Holdings
ONE Gas
.25
.65 Dividend Newell Brands
Peoples Fincl Svcs
.23
.41
Robert Half Intl-RHI (NYSE)
Scorpio Tankers-STNG (NYSE)
2.3
1.3
Q
Q
.48
.20
.43
.10
11.6
100.0
2-24
3-07
2-23
3-06
3-15
3-31
Constellation Brands A .80
Bankwell Financial Group .20
Colony Bankcorp .11
Raytheon Technologies .55 Perella Weinberg Ptrs .07 Dolby Labs A .27
Dates Robert Half Intl
S & P Global
.48
.90
Dates Power Integrations
Skyworks Solutions
.19
.62
SFL-SFL (NYSE)
Sherwin-Williams-SHW (NYSE)
9.5
1.1
Q
Q
.24
.605
.23
.60
4.3
0.8
3-15
2-27
3-14
2-24
3-30
3-10
MDC Holdings .50
Hanmi Financial
Heritage Commerce
.25
.13
Scotts Miracle-Gro .66 Sensata Techs Hldg .11 Magyar Bancorp .03
This list includes payouts on This list includes payouts on StepStone Group .20 Sixth Street Spc Lending-TSLX (NYSE) 9.4 Q .46 .45 2.2 2-28 2-27 3-20 Northeast Bank .01
common stocks. Steris .47 common stocks. United Rentals 1.48
Unilever ADR .457 York Water .203 Taiwan Semiconductor ADR-TSM (NYSE) 1.6 Q .3597 .3392 6.0 6-16 6-15 7-13 OP Bancorp .12
NYSE Voya Financial .20 NASDAQ TC Energy-TRP (NYSE) 6.3 Q .696916 .65624 6.2 3-31 3-30 4-28 WestRock .275
Paychex .79
Tekla Hlthcr Investors-HQH (NYSE) 9.2 Q .42 .39 7.7 2-27 2-24 3-31
Tuesday (February 21)
Aramark .11
Friday (February 24)
Assurant .70
Tuesday (February 21) Week’s Ex- Tekla Life Sciences-HQL (NYSE)
Telephone & Data Sys-TDS (NYSE)
8.9
5.3
Q
Q
.33
.185
.31
.18
6.5
2.8
2-27
3-15
2-24
3-14
3-31
3-31
Thursday (February 23)
Aptargroup .38
Peapack Gladstone
S & T Bancorp
Territorial Bancorp
.05
.32
.23
Boise Cascade .15 Bank of Butterfield .44 Carlyle Group .325
Equifax
Global Ship Lease Cl A
.39
.375
Cactus Cl A
Crawford & Co A
.11
.06 Wednesday (February 22)
Dividend Texas Pacific Land-TPL (NYSE)
Textainer Group Holdings-TGH (NYSE)
0.7
3.1
Q
Q
3.25
.30
3.00
.25
8.3
20.0
3-08
3-03
3-07
3-02
3-15
3-15
Levi Strauss .12 Wintrust Financial
Zions Bancorp
.40
.41
Herc Holdings
Loews Corp
Regional Management
.632
.062
.30
Crawford & Co B
Natural Grocers
.06
.10 Applied Materials
Enact Holdings
.26
.14
Dates Tortoise Engy Ind Fd-NDP (NYSE)
TPG-TPG (Nasdaq)
8.6
4.8
Q
Q
.63
.50
.56
.26
12.5
92.3
2-21
2-27
2-17
2-24
2-28
3-10
Atlantic Union Bankshares .30
Saturday (February 25) Vaalco Energy-EGY (NYSE) 2.9 Q .0625 .0325 92.3 3-24 3-23 3-31 BankFinancial .10
Sonoco Products .49 Littelfuse .60 This list includes payouts on Charles Schwab .25
Spirit Airlines .10 NONE common stocks. Victory Capital Cl A-VCTR (Nasdaq) 3.2 Q .32 .25 28.0 3-10 3-09 3-27 Bassett Furniture Inds .16
Xylem .33 Citigroup .51 Brookline Bancorp .135
Sunday (February 26) Thursday (February 23) Vulcan Materials-VMC (NYSE) 0.9 Q .43 .40 7.5 3-06 3-03 3-20
Yum! Brands .605 NYSE American DHT Holdings .38 First Bancshares .21
NONE AstraZeneca ADR .985 Wabtec-WAB (NYSE) 0.6 Q .17 .15 13.3 2-24 2-23 3-10
Wednesday (February 22) Enviva .905 First Bank .06
CDW Corp. .59 Tuesday (February 21) Washington Federal-WAFD (Nasdaq) 2.7 Q .25 .24 4.2 2-24 2-23 3-10 First Community Bkshs .29
Monday (February 27) Hilltop Holdings .16
Barnes Group .16 Weyerhaeuser-WY (NYSE) 2.4 Q .19 .18 5.6 3-03 3-02 3-17 First Northwest Bancorp .07
BGSF .15 Bank of Hawaii .70 CSP .03 NONE
Jefferies Financial .30 HighPeak Energy .025
Discover Finl Svcs .60 Brookfield .07 H & E Equipment Services .275
Flex LNG
Flex LNG
Griffon
Hawaiian Electric Inds
.75
.25
.10
.36
Brookfield Asset Mgmt
Brookfield Business
.32
.062
Brookfield Infrastructure .382
Brookfield Infrastructure .382
Honeywell International
Marriott International
1.03
.40
Barnwell Indus .015 Dividend Payment Reductions Lazard
Oil-Dri of America
OneMain Holdings
.50
.28
1.00
Independent Bk Michigan
JB Hunt Transport
Midland States Bancorp
.23
.42
.30
U.S. Lime & Minerals .20 Adjusted % Record Ex-Div Payment Nexstar Media Cl A 1.35
Lab Corp. of America .72 Brookfield Renewable .338 Thursday (February 23) Oppenheimer Holdings A .15
Masco Corp .285 Central Pacific Finl .26 Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Park-Ohio Holdings .125
Friday (February 24) NONE PennyMac Finl Svcs .20
Materion .125 Corning .28 Pinnacle Finl Partners .22
Snap-On 1.62 Crane Holdings .47 Embecta .15 Bridge Investment-BRDG (NYSE) 4.6 Q .17 .27 -37.0 % 3-10 3-09 3-24 Provident Finl Svcs .24 Primis Financial .10
Tempur Sealy .11 Cullen/Frost Bankers .87 Friday (February 24) Golden Ocean Group-GOGL (Nasdaq) 17.7 Q .20 .35 -42.9 % 2-28 2-27 3-09
MKS Instruments .22 Royal Bank of Canada .983 Sirius XM Holdings .024
Thomson Reuters .49 Dover Corp .505 NONE ICL Group-ICL (NYSE) 12.4 Q .1383 .2435 -43.2 % 3-01 2-28 3-15
Dow .70 Tractor Supply 1.03 Signet Jewelers .20 Starbucks .53
Thursday (February 23) DuPont de Nemours .36 Vinci Partners Invt-VINP (Nasdaq) 7.0 Q .17 .20 -15.0 % 3-01 2-28 3-15 Tetra Tech .23
Saturday (February 25) Saturday (February 25) Standex Intl .28 Timberland Bancorp .23
Badger Meter .225 Ellington Financial .15
Baxter International .29 Estee Lauder Cl A .66 Williams-Sonoma .78 Veritex Holdings .20
Blue Owl Capital
Cabot Corp
.13
.37
FactSet Research Systems .89
GrafTech International .01
NONE
Sunday (February 26)

NONE
Sunday (February 26)

Stock Splits/Dividends Special Dividends Saturday (February 25)
WSFS Financial .15
Chemours .25 Hilton .15 Record Ex-Div Pay
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Saturday (February 25)
Evercore Cl A .72 Hubbell 1.12 Record Ex-Div Pay NONE
NONE NONE
First BnCp Puerto Rico .14 KeyCorp .205 Company Name-Ticker Symbol (Exchange) Amount Date Date Date Arch Resources-ARCH (NYSE) 2.86 2-28 2-27 3-15 NONE
Fortive .07 RLI Corp .26 Monday (February 27) Monday (February 27) Park Aerospace-PKE (NYSE) 1.00 3-09 3-08 4-06 Sunday (February 26)
Spirit Airlines-SAVE (NYSE) 0.10 2-22 2-21 2-28 Sunday (February 26)
Fortune Brands Innovation .23 Union Pacific 1.30 NONE
GSK ADR .34 Warrior Met Coal .88 Amkor Technology .075 NONE Warrior Met Coal-HCC (NYSE) 0.88 2-28 2-27 3-07 NONE NONE
GenesisGrowthA RushEnt B BitBrother Prenetics DorianLPG Kyndryl RigelResourceA VectorGroup
Week’s GenesisUnicornA
GlobalinkInvt
GlycoMimetics
S&T Bancorp
Savara
BlinkCharging
BlueStarFoods
BridgewaterBcshs
Procaps
RaniTherap
RBB Bancorp
Ducommun
EG Acqn A
elfBeauty
LambWeston
LearnCWInvtA
LiveOakMobilityA
Rockwell
RyderSystem
VistaEnergy
VitesseEnergy
VoyaFinancial
SchultzeSpecII A SDCLEDGEAcqn
New Highs and GrAeroportuario
GrandCanyonEduc
scPharm
SeaportGlblAcqnII
BullfrogAI
BusFirstBcshs
RealGoodFood
ReShapeLife
ESM Acqn A
Eaton
MinisoGroup
MSG Sports
ST Ener I A
ScorpioTankers
VulcanMatls
Wabtec
Lows GreenVisorI A
GrowthforGoodA
GX Acqn II A
SelectiveIns
ServiceProperties
ShuaaPtrsI A
Canoo
CapitalBancorp
Celularity
RevelationBio
RockyMtnChoc
Safe&Green
ErmenegildoZegna
EVeMobilityA
EvercoreA
MagnumOpusA
ManchesterUnited
Materion
SculptorAcqnIA
Shell
ShoulderUpTechA
Watsco B
Watsco
WattsWater
NYSE H World SiliconLab CerberusCyber SangomaTechs Expro MetalsAcqn SonicAutomotive WaverleyCap1 A
H&E Equipment SilverspacA ChinaSXTPharm SeaStarMedical FastAcqnII A ModineMfg Stantec WescoIntl
240
New Highs
32
New Lows
HealthcareAI A
IBEX
Imara
SkillfulCrafts
SkydeckAcqnA
SkywardSpecIns
Citizens&Northern
CN Energy
CNS Pharm
ShiftPixy
SiNtxTech
SiriusXM
FedAgriMtg C
FomentoEconMex
ForestRoadII A
Moog A
Moog B
MorganStanley
Starrett A
StateStreet
Stevanato
WhiteMtnIns
WorldFuelSvcs
Yum!Brands
indieSemicon SoundPointA ComSovereign SmartforLife FreedomI A MotiveCapII A SunCokeEnergy NEW LOWS
Nasdaq Innospec SoYoungIntl ContraFect Soligenix Frontline MyovantSciences TFI Intl
Sono FusionAcqnIIA NGL Energy AMTD Digital
InsightEnt SP Plus Cronos TXO Energy AmerStratInvt
298
New Highs
199
New Lows
InspiredEnt
Intapp
InteractiveBrkrs
SpringwaterSpec
SPS Commerce
SterlingInfr
Cryptyde
CumulusMedia
DesignTherap
SorrentoTherap
Southland
Staffing360
GMS
GSquaredIIA
GeneralElec
NOW
NaborsEnerA
NaturalResPtrs
TechnipFMC
TeckResourcesB
Teekay
Azul
BRF
Braskem
InterDigital StoneX DigitalAlly StructureTherap GenieEnergy Noble
TeekayTankers CreditSuisse
Intevac SuperMicroComp DigitalBrands T2Biosystems GenworthFin NorthAmConstr
NYSE American Terex D-WaveQuantum
IntuitiveMachinesA SVF Invt 2 DragonflyEnergy TayshaGene Graco NorthernGenIII
Thermon DominionEner
19 19 InvestcorpIndiaA TargetGlbl I A DZS TechTarget Graham NuSTAREnergy

ThomsonReuters FiscalNote
iQIYI TastemakerA E-HomeHousehold TenaxTherap GraniteConstr nVentElectric
Tidewater Fisker
IridiumComm TaylorDevices Eargo TenonMedical GpoAeroportuar OceaneeringIntl
New Highs New Lows Timken GOL Linhas
IVERICbio TernsPharm ECARX TFF Pharm HavertyFurn A OilStatesIntl
Only includes COMMON and REIT stocks Toast GraniteRidge
IXAcqnA TexasRoadhouse EdibleGarden TitanMedical Heico OrionEngCarbons
TrajectoryAlphaA Hanesbrands
JupiterWellnessA TG Therap ElbitSystems TivicHealth Heico A OverseasShip
HelixEnergy OwensCorning TransDigm Heliogen
NYSE American AsureSoftware KademSustA TheBancorp EliemTherap TOP Ships
Hexcel PJT Partners Transocean KenonHoldings
AtlCoastal II A KeyTronic ThunderBridgeIV A Energous TopFinancial
NEW HIGHS Hilltop POSCO TristarAcqnI LocalBounti
AuraFatProjectsA KismetTwoA TioTechA A EnsysceBio TPBAcqnIA
AdamsRscs Hims&HersHealth ProofAcqnIA TritonIntl MariaDB
AuroraAcqnA KoruMedSys Tiptree Euroseas TravereTherap
AltisourceAsset HowmetAerospace ParPacific TsakosEnergy McCormickVtg
Avantax LarimarTherap TLGY Acqn A FrequencyTherap Trevena
AsensusSurg HyattHotels ParkAerospace TwinRidgeCapA RubiconTech
AvidityBio LatticeSemi Torm FVCBankcorp TuanChe
AultDisruptive IAA ParkerHannifin UBS Group SES AI
AxcelisTechs LavaMedtech TPBAcqnIA G1Therapeutics TwistBiosci
CoreMoldingTech ITT PenskeAuto US Foods US Xpress
B.RileyPrin250A LevereA TradeUPAcqn GeniusBrands UnivElectro
CPI Aero IconicSportsA Penumbra UnitedRentals VermilionEnergy
Bank7 LFCapAcqnIIA Transcat GreatLakesDredge VerdeCleanFuelsA
Electromed InfiniteAcqnA PeridotAcqnIIA Valaris VerticalAerospace
BarrettBus LibertyRscsA TransMedics GreenLightBio VintageWineEstates
Espey BioPlusAcqnA LichenChina GSI Tech WindtreeTherap IngersollRand PostHldgsA
TravelCenters
FriedmanInds
GencorInds
BJsRestaurants LimestoneBncp TwelveSeasII A GT Biopharma WiSA Tech
XP
Ingevity
Insperity
Primerica
PrimoWater
Distributions & Offerings
bleuacaciaA LincolnElectric UltaBeauty GuarantyBcshrs
HNR Acqn BloominBrands LIVCapAcqnII A HarborCustom Yunji InspireMedical ProcoreTech Secondary Distributions of common stocks
US Lime&Min
inTEST BridgeBioPharma MannKind Hesai ZeroFox IntegratedWellA Progressive
UTA Acqn A Jabil Essential Properties Realty Trust 7,700,000 $24.60 $189,420,000
IvanhoeElectric BrighthouseFin MatthewsIntl HothTherap QuantaServices
VentyxBiosciences NYSE JacksonFinl QuantumFin Hempacco Co 4,200,000 $1.50 $6,300,000
WirelessTel Bruker McGrathRent VerdeCleanFuelsA ImpelPharm
IMV NEW HIGHS
KBR RangerEnergySvcs Mobiquity Technologies 8,064,517 $0.47 $3,749,572
NEW LOWS BullfrogAI MedicusSciA ViemedHealthcare Kadant RelianceSteel Sun Country Airlines Holdings 4,500,000 $20.00 $90,000,000
CadenceDesign MeihuaIntlMed VikingTherap Inpixon AAR
BM Tech KinsaleCapital RestaurantBrands T2 Biosystems 11,111,111 $1.08 $11,997,907
CapitalworksEMA MetalSkyStar VillageBank&Tr Intercure AECOM
CanFiteBiopharm Ur-Energy 34,000,000 $1.18 $40,120,000
CarticaAcqnA Mobileye ViscogliosiBros IntuitiveMachinesA ATI
Cryo-Cell
GEE Group
CascadiaAcqnA
CDW
Monro
MonsterBev
Visteon JaguarHealth
Jeffs'Brands
AxiosSustGrwA
AlamoGroup
Conference Call Calendar VolitionRX Ltd 4,300,000 $1.75 $7,525,000
GoldResource VitaCoco Source: Dealogic LLC, New York City; (212) 577-4400.
ChainBridgeIA MontereyCapA JupiterWellness Earnings-
WeatherfordIntl AllisonTransm
GranTierraEner Related
Network1Techs
ChengheAcqnA
Chuy's
MoonLakeImm
MuscleMaker
WelsbachTech
WillScotMobile
KaivalBrands
KiromicBiopharma
AltaEquipment
AltC Acqn
Company Date Time Period Federal Reserve Data Bank
Nuburu Allegion PLC February 22 8:00AM Q4
CirrusLogic Nathan's Wingstop Knightscope Ameriprise One week ended Feb 15:
Oragenics Alliant Energy February 24 10:00AM Q4
ClimateRockA Neovasc Winmark LanzaTechGlobal AndrettiAcqnA Alpha Metallurgical Resources February 23 10:00AM Q4 Prev. Year
Parts Id Member Bank
ClimbGlbl NerdWallet WorldwideWebbA LibertySirius A ApolloStratII A ANSYS February 23 8:30AM Q4 Week Ago
PolymetMining Reserve Chgs. (Mil. $) Change Change
CloverLeafA NEXTracker XPACAcqn LibertySirius B ArctosNorthA APA February 23 11:00AM Q4
RingEnergy LibertySirius C Autodesk February 23 5:00PM Q4
CodorusValleyBncp NFTGaming YottaAcqn ArdmoreShipping U.S. Gov't securities:
SatixFyComms NortheastCmBncp LichenChina Booking February 23 4:30PM Q4
Cowen AresAcqnA Caesars Entertainment February 21 5:00PM Q4 Bought outright 8,019,141 -5,098 -398,695
Tellurian CRA Intl NorthViewAcqn NEW LOWS Lilium AristaNetworks CBRE February 23 8:30AM Q4 Federal agency secur:
Nasdaq CredoTech NubiaBrandA 9F LionGroup AthenaTechII A Charles River Laboratories InternationalFebruary 22 8:30AM Q4
Bought outright 2,347 .... ....
CresceraCapA O2MicroIntl AbeonaTherap LionheartIII A AutoNation Coterra Energy February 23 10:00AM Q4
NEW HIGHS Crocs OkyoPharma AcelRxPharm LogicMark BP DaVita February 22 5:00PM Q4 Reserve bank credit:
7AcqnA Diamondback Energy February 22 9:00AM Q4
CVD Equipment OlympicSteel AdamasOne LucyScientific BadgerMeter Primary Credit 4,840 +764 +4,082
Domino's Pizza February 23 10:00AM Q4
AchariVenturesI DataKnightsA Opera AdicetBio LyellImmuno BancoBilbaoViz DTE Energy February 23 9:00AM Q4
Secondary Credit .... .... ....
AetheriumAcqnA Diodes OrangeCtyBncp AerwinsTech MGO Global BanyanAcqnA eBay February 22 5:00PM Q4 Seasonal Credit .... .... ....
AffinityBncshs Affimed MidatechPharma EOG Resources February 24 10:00AM Q4 Float -162 -4 -23
Disruptive I A OReillyAuto Belden
AgroFresh Evergy February 24 9:00AM Q4 Other F.R. Assets 45,838 +587 +3,756
DPCapAcqnIA Paccar AkamaiTech MineralysTherap BiglariA
Extra Space Storage February 23 1:30PM Q4 Total Fed Credit # 8,393,076 -4,510 -465,469
AhrenAcqnA EastRscsAcqnA Paya AlarumTech MobiquityTechs BlackMountainA Genuine Parts February 23 11:00AM Q4 Gold stock 11,041 .... ....
AllegroMicro EdocAcqnA PDF Solutions AlerusFinancial MountainCrestIII BlackSpadeA Ingersoll Rand February 21 8:00AM Q4 SDR Certif. Accounts 5,200 .... ....
AlliedMotionTech EncoreWire PearlHldgsAcqnA AllarityTherap Movella BlueRiverA Intuit February 23 4:30PM Q2 Treas. Curr. Outst. 51,555 +14 +728
AlphaHlthIII A EvergreenA PepGen AlpineAcqn MultiMetaVerse Boeing Iron Mountain February 23 8:30AM Q4 Total 8,479,486 -4,675 -466,471
AlphaStarAcqn AlpineSummit Keurig Dr Pepper February 23 8:00AM Q4
FidelityD&D Perma-Fix MySize BorrDrilling Currency in circ 2,297,960 +527 +66,015
Live Nation Entertainment February 23 5:00PM Q4
Alphatec FinServ II A PetVivo Alset NanoVibronix Bowlero LKQ February 23 8:00AM Q4
Treas. Cash Hldgs 99 +3 +68
AltEnergyA FirstReserveA PineTechA AltamiraTherap NemauraMedical Treas. Fed Deposits 490,379 -2,898 -202,162
BrightSphere Moderna February 23 8:00AM Q4
Foreign Fed Deposits 9,438 +3 +3,648
AltraIndlMotion Fiserv PlainsAllAmPipe Aptorum NFTGaming C5AcqnA Newmont February 23 10:00AM Q4
NiSource February 22 11:00AM Q4 Other Fed Deposits 192,121 -6,573 -56,983
AnalogDevices FiveBelow PlainsGP AridisPharm Nyxoah CGI
Nordson February 21 8:30AM Q1 Other FR liab/cap 16,036 -5,537 -31,676
AnthemisDigA FluxPower PrincetonBncp ArqitQuantum OceanBiomedical Cabot Total factors 5,438,448 -8,128 +292,464
NVIDIA February 22 5:00PM Q4
AnzuSpecialI A ForumMergerIV A ProfDiversity AscentSolar OceanPal Cars.com Pioneer Natural Resources February 23 10:00AM Q4 Reserves F.R. banks 3,041,038 +3,454 -758,935
AppFolio FranklinElec ProgressSoftware AssetEntities Ocugen ChurchillVII A Public Service Enterprise February 21 11:00AM Q4 Fgn hold U.S. debt 3,346,062 +14,010 -101,827
ArchCapital FranklinWireless PrometheusBio AteaPharm OncoSecMed CleanHarbors Public Storage February 22 12:00PM Q4
Arhaus FreedomHolding QuinStreet AtlisMotor OpGen Copa Quanta Services February 23 9:00AM Q4
Targa Resources February 22 11:00AM Q4 Reserve Aggr (Mil. $) Latest Prev. Month % Year
AriszAcqnA FrontierAcqnA QuiptHomeMed authID Optinose Coty Teleflex February 23 8:00AM Q4
Month Ended Dec Month Month Chg. Ago
ArogoCapA FSD Pharma Rambus AytuBioPharma P3HealthPartners Cummins VICI Properties February 24 9:00AM Q4 Total Reserves: 3,107,300 3,126,200 -0.60 4,187,900
ArtemisStratInvt FtacHeraA RF Acqn A BerkeleyLights PAVmed DHT Walmart February 21 8:00AM Q4 NonborrowedRes 3,090,000 3,107,000 -0.55 4,149,900
AryaSciencesIV FTAI Aviation RibbonComms BiondVaxPharm PLBY Group Donaldson Warner Bros Discovery February 23 4:30PM Q4 BorrowedReserves 17,300 19,178 -9.79 38,082
Assertio Games&EsportsA RushEnt A Bioventus PortageBiotech DonnelleyFin Source: CCBN, www.ccbn.com Monetary Base 5,405,400 5,418,700 -0.25 6,413,100
O T H E R VO I C E S
Economists like to say there’s no such thing as a
free lunch. But when it comes to fiscal arithmetic,
U.S. taxpayers haven’t had to settle the bill.
Debt-Limit
Fights Risk
The Fiscal
Free Lunch
By ARVIND KRISHNAMURTHY
AND HANNO LUSTIG
Krishnamurthy is the John S. Osterweis professor of finance at
the Stanford Graduate School of Business. Lustig is the school’s
Mizuho Financial Group professor of finance.
T
he last time the U.S.
government posted
a budget surplus,
Michael Jordan was
still playing in the creases should be considered as well. taxes will have to be adjusted. more fragile. We have more than twice
National Basketball That is the fiscal reality. Clearly, the federal budget process as much debt outstanding: $31 trillion,
Association. That Economists like to say there’s no isn’t working properly. The U.S. gov- compared with $14 trillion in 2011. The
was 2001, the first year of George W. such thing as a free lunch. But when it ernment hit its statutory limit for debt Treasury has to roll over 30% of that
Bush’s presidency. Since then, the comes to fiscal arithmetic, U.S. taxpay- in January. House Republicans say debt, more than $9 trillion, during the
federal government has been running ers haven’t had to settle the bill. The they won’t raise the limit without next 12 months. If investors become
ever larger deficits. And there is no Treasury has been able to borrow at overall spending cuts. Is threatening a nervous about the Treasury’s ability to
fiscal relief in sight. The nonpartisan especially low rates because it is the default by not raising the debt ceiling do so, the resulting volatility could
Congressional Budget Office projects provider of the world’s safe assets— the right way for Congress to kick- undercut the appeal of Treasuries as
that federal deficits will average 3.5% that is, the dollar is the world’s reserve start the inevitable fiscal adjustment? safe assets. And the Fed’s ability to
of gross domestic product over the currency. Investors around the globe Not unless we want to deny future intervene in Treasury markets, as it did
next three decades—not accounting use Treasuries as foreign-exchange generations the fiscal free lunch we in March 2020, is now limited by its
for interest payments. Including inter- reserves and as the collateral that en- have enjoyed for the past few decades. commitment to shrinking its balance
est, deficits are projected to average sures the smooth working of interna- If the federal government defaults, sheet in the face of persistent inflation.
7.9% of GDP by 2052, pushing the tional financial markets. Treasuries global investors may start to look for Paradoxically, the bond market’s
ratio of debt to GDP up to 195%. are the benchmark against which alternatives to Treasuries as safe as- insouciance may contribute to more
When the CBO makes these spend- other securities are measured. We esti- sets. That would make deficit projec- brinkmanship on Capitol Hill. If Con-
ing and tax revenue projections, it mate that this is worth up to 1% annu- tions even worse by increasing the gress starts a fiscal correction only
assumes that current laws will remain ally in lower costs of borrowing. In cost of borrowing. when the bond market begins to price
in place. But deficits eventually will other words, the U.S. government’s in fiscal risk, but investors continue
F
have to be paid down. What the CBO borrowing rates would be 1% higher or now, financial markets don’t to price Treasuries as perfectly safe,
projections really tell us is that even- in a world where the dollar wasn’t the seem concerned about this it creates political incentives for more
tually Congress will have to change reserve currency. scenario. Treasuries are still fiscal recklessness on both sides of
Illustration by Chris Gash

existing tax and spending plans. This free lunch has allowed the perceived to be safe, a neces- this debate. Instead, Congress should
Given the size of the adjustment Treasury to sustain larger deficits, and sary condition for the dollar to be the get to work by lifting the debt ceiling
needed, it isn’t realistic to think that for longer, than other countries. But world’s reserve currency. The debt-ceil- and then putting the federal budget
big-ticket items such as Social Secu- even so, the numbers don’t add up: A ing showdown in 2011 caused only a back on a sustainable path—hope-
rity, Medicare, and the military can 3.5% primary deficit is too large to be minor dislocation in the Treasury mar- fully before LeBron James retires
be taken off the table. And tax in- sustained indefinitely. Spending and ket. But the fiscal situation today is far from the NBA. 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.
AI, without analyzing the data Fabled Economist Still Favors Index than management projections.
employed to derive its outputs, is an Funds Over Stockpickers,” Interview, Peter Carmack
extremely dangerous analytic tool. Feb. 9). I clipped this article and Kansas City, Mo.
But as in most cases, Americans placed it in my copy of his book.
want a quick fix to drive their deci- Kudos to Malkiel for teaching me
sion-making, without any mental to tune out the noise and focus on Paramount Global
stress, and AI perfectly fits the bill. time-tested simplicity.
Roland Giuntini Joel Goodman To the Editor:
On Barrons.com Centennial, Colo. I have been a Paramount Global
shareholder for about three years.
It has been a bumpy ride, but I am
AI Hullabaloo Net Buyback Yield holding on (“The Redstone Family’s
Drama Has Plagued Paramount. Can
To the Editor: To the Editor: It Escape a Century of Dysfunction?”
I agree with Tae Kim (“Let’s Stop Lawrence C. Strauss makes a series Commentary, Feb. 10).
Pretending—ChatGPT Isn’t That of compelling points in “Dividends There are a number of reasons to
Smart,” Feb. 10). Given all of the hul- and Share Buybacks Could Fuel High be intrigued by Paramount’s stock.
labaloo that has taken place recently ‘Total Yield.’ How to Invest” (Income In May 2022, Warren Buffett’s Berk-
over AI, ChatGPT is somewhere be- Investing, Feb. 9). What isn’t empha- shire Hathaway divulged an opening
tween much ado about nothing and sized enough is that the net buyback investment of 69 million shares for
the greatest story ever told. yield often isn’t nearly as high as it $2.6 billion. A scant six months later,
At this stage of development, it’s seems. the investment had grown to 91 mil-
simply rehashing things that are al- Stock-based compensation often lion shares, while the overall value
ready available on the internet, but eats up the lion’s share of the net had declined to $1.7 billion. A year
Google’s with subjective limitations. Playing

around with it, you can begin to see
how some of the algorithms are pro-
buyback yield. This, of course, is
great for those employees feasting on
options and stock grants. But share-
earlier, in November 2021, Para-
mount divulged that it had sold its
CBS Studio lot in Los Angeles for
Deep
grammed. holders who care about their per- $1.8 billion. As a shareholder, I was
For example, if you ask about the share ownership of the underlying disappointed that no special distri-
circumstances surrounding Adolf businesses don’t benefit nearly as bution was made.
Hitler’s death, you will get the facts much as management would like you Following the value investing
Database
as they are known. However, ask to believe. theory of Benjamin Graham and Da-
Chat to write a limerick about Hitler Simply go back five years, look at vid Dodd, note that Paramount cur-
and you get the equivalent of 2001: the 10-K, and compare it to the most rently sells for about a 35% discount
A Space Odyssey’s HAL 9000 saying, recent 10-Q and see if the actual from reported book value.
“I’m sorry Dave, but I don’t think I share count has decreased. What you The stock currently pays about
To the Editor: can do that.” Evil people apparently will find is almost always a disap- a 4.5% dividend. For two years
For questions related to science and technology, Micro- cannot be associated with any form pointment. The five companies that running, Mario Gabelli has included
soft’s Bing is a joke (“Inside the AI Frenzy,” Cover of humor. Strauss mentions average a net buy- Paramount among his favorite picks
Story, Feb. 10). Alphabet’s Google may have faltered on My real concern about AI is that back yield of 5.48%. The actual rein the annual Barron’s Roundtable.
answering a question regarding exoplanets, but Chat- the bad guys will despoil it in the duction in their share counts over the However, so far, the shorts have
GPT didn’t do much better when asked about funda- same manner that they have essen- past five years (taking into consider- ruled the day. The total short interest
mental rocket science. I wouldn’t underestimate tially ruined social media. ation shares issued for acquisitions) stands at about 15% of the stock
Google’s deep database, from which most searches Without some form of control over amounts to 1.95%. outstanding.
are answered. AI, it will surely become yet another Be mindful of the historical track Geoff Glatt
Narayana Mysore huge societal problem. record. It is generally more valuable Harrisburg, Pa.
On Barrons.com Arthur M. Shatz
Astoria, N.Y.
To the Editor:
“Without some form of control

Artificial intelligence is fundamentally a bunch of
Kudos to Malkiel
Christoph Gromer @gromer.png
what-if statements based upon events and their histor-

ical probability of occurring, with some subjective in-
puts. Regression analysis and parametric forecasting
are in many ways the parents of AI.
There are so many ways that AI can provide you
To the Editor:
Lauren Foster’s enlightening inter-
view of Burton G. Malkiel reinforced
over AI, it will surely become yet
with inaccurate conclusions and recommendations
or subjectively ignore the findings that it employs to
why A Random Walk Down Wall Street
is an old-school, superbly compre- another huge societal problem.”
develop them. hensive investment book (“Why This Arthur M. Shatz, Astoria, N.Y.
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THE BEST FUND FAMILIES • PAGE 18

VOL. CIII NO. 8 FEBRUARY 20, 2023 $5.00

Cheap New Plastic Is The Trader: Sell in

Up & Down Wall Street: P. 32

Streetwise: Buckle Up Russia plans to cut oil

managers a chance to prove their inflation only delay a reckoning.

help you lock in big tax savings.

The ALPS Sector Dividend Dogs ETF (SDOG)

C Casella Waste Systems . . . . . . . . . . . . . . . . . . . . . 13 T Taiwan Semiconductor Manufacturing . . . . 8,34

RESEARCH DIRECTOR Pauline Yuelys RESEARCHER Dan Lam

UP & DOWN WALL STREET

Data Weaken Case

For Continued Rally

settlement. That’s up from under two more quarter-point hikes likely in

@2023 DOW JONES & COMPANY,INC. ALL RIGHTS RESERVED. 4E6063

Strap In, Prepare for

Turbulence: It’s All

About the Landing

Hawks Return HE SAID

Endowments: THE NUMBERS

Illustrations by Elias Stein; photograph by Christopher Goodney/Bloomberg

Monday 2/20 Thursday 2/23

Not a Slump took place in recessions.

Industrials Unless otherwise indicated, times are Eastern. a-Advanced;

Has Scarred recently was trading in the mid-$80s

The Global price cap set by the U.S., the Euro-

Illustration by Anthony Gerace; Getty (6); Dreamstime (1)

For further information, please contact Schafer Cullen Capital Management

Schafer Cullen Capital Management is an independent investment advisor

What Could Choke

This Crypto Rally would have enabled Custodia to get

Illustration by Michael Haddad

In a Volatile As with any market, prices rise and

Why the World Is Using More Plastic

T H E H A R D T R U T H A B O U T R E C YC L I N G Basell are building chemical recycling

How to Play Plastic’s Future

since 2000’s dot-com bubble burst.

Barron’s Best Fund Families

Illustration by Chad Hagen

n Best n Best n Best n Best n Best

n Worst n Worst n Worst n Worst n Worst

Five-Year Ranking investors, though the firm is focusing

The following other early-year

7 Ways to Shave Your

Tax Bill Next Year

Illustrations by Sam Island

INC OME IN VE STI NG T HE EC ONO MY

Bing Chat Is Smart,

But It Can’t Replace

Me—at Least Not Yet

coverage: Why were DoorDash shares

Q&A An Interview With Gibson Smith

Euro Trader P. 31 Power Play P. 34

MARKET PERFORMANCE DASHBOARD

Taking It in Stride No Escape

THE TRADER dictum “sell in May and go

Welcome Historically, investors have realized

To the in the fall and winter. Explanations

Used to It. this year. The rally that has pushed

Consumer Goods 2.04%