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THANKS to OUR CONTRIBUTOR this week: Sharon
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SYMBOLCOMPANY NAMESECTORINDUSTRY GROUP
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AAgilent Technologies, IncHealth Care (XLV)Medical Equipment
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ACLSAxcelis Technologies, incTechnology (XLK)Semiconductors
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ADIAnalog Devices, IncTechnology (XLK)Semiconductors
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AFRMAffirm Holdings IncTechnology (XLK)Computer Services
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AIRAAR CorpIndustrial (XLI)Aerospace
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AIZAssurant IncFinancial (XLF)Life Insurance
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ALBAlbemarle CorpMaterials (XLB)Specialty Chemicals
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ALLAllstate CorpFinancial (XLF)Property-Casualty Insurance
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ALRMAlarm.com Holdings, IncTechnology (XLK)Software
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ALTRAltair Engineering, IncTechnology (XLK)Software
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ALVAutoliv, IncDiscretionary (XLY)Auto Parts
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AMATApplied Materials, IncTechnology (XLK)Semiconductors
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AMZNAmazon.com, IncDiscretionary (XLY)Broadline Retailers
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AMDAdvanced Micro Devices IncTechnology (XLK)Semiconductors
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ANETArista Networks, IncTechnology (XLK)Telecom Equipment
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ANFAbercrombie & FitchDiscretionary (XLY)Apparel Retailers
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APGApi GroupIndustrial (XLI)Diversified Industrials
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APHAmphenol CorpTechnology (XLK)Electrical Components
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APPApplovin CorpTechnology (XLK)Software
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AQNAlgonquin Power & Utilities CorpUtilities (XLU)Conventional Electricity
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ARESAres Management, LPFinancial (XLF)Specialty Finance
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ASXAdvanced SemiconductorTechnology (XLK)Semiconductors
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AVGOBroadcom IncTechnology (XLK)Semiconductors
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AWIArmstrong World Industries IncIndustrial (XLI)Building Materials
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AXONAxon Enterprise, IncIndustrial (XLI)Defense
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AZEKAZEK Company IncIndustrial (XLI)Building Materials
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BCCBoise Cascade CoIndustrial (XLI)Building Materials
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BLDTopBuild CorpIndustrial (XLI)Building Materials
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BPMCBlueprint Medecines CorpHealth Care (XLV)Biotechnology
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BRBRBellring Brands IncStaples (XLP)Food Products
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BROSDutch Bros IncDiscretionary (XLY)Restaurants &Bars
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BXBlackstone Group IncFinancial (XLF)Asset Managers
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CAGConAgra Brands, IncStaples (XLP)Food Products
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CALMCal-Maine Foods, IncStaples (XLP)Food Products
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CAMTCamtek LtdTechnology (XLK)Electronic Equipment
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CATCaterpillar, IncIndustrial (XLI)Commercial Vehicles
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CBChubb LtdFinancial (XLF)Property-Casualty Insurance
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CDNSCadence Design Systems, IncTechnology (XLK)Software
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CECelanese CorpMaterials (XLB)Commodity Chemicals
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CELHCelsius Holdings IncStaples (XLP)Soft Drinks
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CGCarlyle Group LPFinancial (XLF)Specialty Finance
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CLSCelestica, IncTechnology (XLK)Electrical Components
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CLSKCleanSpark, IncTechnology (XLK)Software
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CNMCore & Main IncIndustrial (XLI)Business Support Services
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CPRTCopart, IncIndustrial (XLI)Transportation Services
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CRCrane CoIndustrial (XLI)Industrial Machinery
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CRBGCorebridge Financial IncFinancial (XLF)Specialty Finance
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CRHCRH, PLCIndustrial (XLI)Building Materials
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CRMSalesforce.com, IncTechnology (XLK)Software
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CRVLCorVel CorpHealth Care (XLV)Health Care Providers
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CRWDCrowdStrike Holdings, IncTechnology (XLK)Software
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CSLCarlisle Cos, IncIndustrial (XLI)Diversified Industrials
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CSWICSW Industrials, IncMaterials (XLB)Specialty Chemicals
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CVLTCommVault Systems IncTechnology (XLK)Software
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DASHDoorDash IncCommunication Services (XLC)Internet
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DCIDonaldson Co, IncIndustrial (XLI)Industrial Machinery
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DDOGDatadog IncTechnology (XLK)Software
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DECKDeckers Outdoor CorpDiscretionary (XLY)Footwear
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DELLDell Technologies, IncTechnology (XLK)Computer Hardware
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DHRDanaher CorpHealth Care (XLV)Medical Equipment
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DKNGDraftKings IncDiscretionary (XLY)Gambling
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DKSDick's Sporting Goods IncDiscretionary (XLY)Specialty Retailers
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EMEEMCOR Group, IncIndustrial (XLI)Heavy Construction
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ESABESAB CorporationIndustrial (XLI)Industrial Suppliers
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ETNEaton CorpIndustrial (XLI)Diversified Industrials
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EVRGEvergy, IncUtilities (XLU)Conventional Electricity
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FCNCAFirst Citizens BancShares, IncFinancial (XLF)Banks
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FERGFerguson PlcIndustrial (XLI)Industrial Suppliers
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FICOFair Isaac, IncTechnology (XLK)Software
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FITBFifth Third BancorpFinancial (XLF)Banks
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FIXComfort Systems U S A, IncIndustrial (XLI)Business Support Services
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FLSFlowserve CorpIndustrial (XLI)Industrial Machinery
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FORMFormFactor IncTechnology (XLK)Semiconductors
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FRPTFreshpet IncStaples (XLP)Food Products
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FSLRFirst Solar IncTechnology (XLK)Renewable Energy Equipment
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FSSFederal Signal CorpIndustrial (XLI)Commercial Vehicles
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FTAI
Fortress Transportation and Infrastructure Investors LLC
Industrial (XLI)Transportation Services
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GEGE AerospaceIndustrial (XLI)Diversified Industrials
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GISGeneral Mills IncStaples (XLP)Food Products
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GKOSGlaukos CorpHealth Care (XLV)Medical Equipment
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GMSGMS IncIndustrial (XLI)Building Materials
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GNTXGentex CorpDiscretionary (XLY)Auto Parts
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GOOGLAlphabet IncCommunication Services (XLC)Internet
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GTESGates Industrial Corp plcIndustrial (XLI)Diversified Industrials
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GWREGuidewire Software, IncTechnology (XLK)Software
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HALOHalozyme Therapeutics IncHealth Care (XLV)Biotechnology
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HIMSHims & Hers Health, IncHealth Care (XLV)Health Care Providers
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HMYHarmony Gold Mining Co LtdMaterials (XLB)Gold Mining
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HTGCHercules Capital IncFinancial (XLF)Specialty Finance
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HUBBHubbell, IncTechnology (XLK)Electrical Components
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HUBSHubSpot IncTechnology (XLK)Software
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HWMHowmet Aerospace IncIndustrial (XLI)Diversified Industrials
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IBKRInteractive Brokers Group, IncFinancial (XLF)Investment Services
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IBPInstalled Building ProcuctsIndustrial (XLI)Heavy Construction
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IDYAIDEAYA Biosciences, IncHealth Care (XLV)Biotechnology
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ISRGIntuituve Surgical, IncHealth Care (XLV)Medical Equipment
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IOTSamsara IncTechnology (XLK)Software