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5 WAYS TO BET ON CLEAN ENERGY • PAGE 14

VOL. CIII NO. 9 FEBRUARY 27, 2023 $5.00

The Wacky U.S. Economy


What everyone got wrong—and the ominous implications for the Fed.
Plus, what investors should do now.
PAG E S 1 8, 2 0
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For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

>
63142
C O NT EN TS 02.2 7.23 VOL.CIII NO.9

UNTANGLING THE ECONOMY P. 21 P. 25


P. 18
Tech Trader: Courts
This Is Hardly a Insights From Brian Moynihan Could Be Closing In
Goldilocks Scenario Bank of America’s chief executive discusses inflation, Federal Reserve policy, recession The internet will be shaken if the
Cover Story: Aggressive Fed rate risks, and more. Watch the full interview on At Barron’s With Andy Serwer, our new video Supreme Court determines that
hikes have yet to cool economic series featuring top CEOs. By ANDY SERWER algorithms are a form of speech.
growth. What’s different this By ERIC J. SAVITZ
time, and what happens next.
By MEGAN CASSELLA P. 28

P. 20
The Trader: February’s
Chill Might Linger
Hot Now, Cold Later: The S&P 500 looks pricey, even
How to Invest after a 5% pullback. Plus, what
Cyclical stocks make sense as the hedge funds have been buying.
economy powers ahead—but be By NICHOLAS JASINSKI
ready to shift to growth.
By NICHOLAS JASINSKI P. 31

P. 7
European Trader: BAT
Stock Is Ready to Roll
Up & Down Wall Street: By CALLUM KEOWN
A Squeeze on Investors
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Where to hide from high inflation. P. 31


By RANDALL W. FORSYTH
Emerging Markets:
P. 11 Sanctions Take Time
Streetwise: Staying Safe By CRAIG MELLOW

in a Daredevil Market P. 32
Consider buying dividend stocks.
Striking Price: 0DTE
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

By JACK HOUGH
Options Get a Bad Rap
P. 14 By STEVE SOSNICK

5 Stocks Plugged Into P. 33


Renewables Spending
The flood of investment in clean
Commodities: The
energy favors names such as Fallout From Russia
Corning, Enphase, and Neste. By MYRA P. SAEFONG
By AVI SALZMAN 5 WAYS TO BET ON CLEAN ENERGY • PAGE 14
P. 17 P. 26
VOL. CIII NO. 9

The Wacky U.S. Economy


FEBRUARY 27, 2023 $5.00

Bitcoin Investors Stew How to Invest in China


P. 16 Barron’s Roundtable
What everyone got wrong—and the ominous implications for the Fed.
Plus, what investors should do now.

in Crypto Purgatory as New Trends Emerge


PAG E S 18, 2 0

FirstEnergy Has the The world’s largest crypto fund, Q&A: Jefferies’ Simon Powell sees on Fox Business
Power to Prosper Grayscale Bitcoin Trust, is sitting a “demographic time bomb” ahead. Watch our weekly TV show
The electric utility’s stock is a >

on a $7 billion profit. Too bad By RESHMA KAPADIA Saturday or Sunday at 10 a.m. or


63142

cheap bet on the accelerating shift Illustration by Itchi investors can’t get to it. 11:30 a.m. ET. This week, an
away from fossil fuels. By JOE LIGHT P. 24 interview with Michael Rogers,
retired admiral and former
By ANDREW BARY
© 2023 Dow Jones & Company,
P. 22
Funds: Retail Investors director of the National Security
P. 54
Inc. All Rights Reserved.
Are Getting More Say Agency, on the war in Ukraine.
Our newspapers are 100% sourced Costly Drugs Prevail, Plus, a look at what’s ahead for the
Helping People Achieve By LEWIS BRAHAM
from sustainable certified mills.

BARRON’S (USPS 044-700) (ISSN Despite Biosimilars housing market.


a Secure Retirement 1077-8039) Published every
Monday. Editorial and Publication Legislation was meant to pave the P. 25

Courtesy Image
Headquarters: 1211 Avenue of
Other Voices: There are ways to way to cheaper copycats of
ease the burden on workers who
the Americas, New York, N.Y.
10036. Periodicals postage paid at
Chicopee, MA and other mailing biologics such as Humira. Why
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Charting the Market P. 35
Winners and Losers P. 36

can no longer rely on pensions.


offices. Postmaster: Send
address changes to Barron’s, 200 hasn’t it happened yet? Among Bonds Mailbag P. 55 Research Reports P. 37
Burnett Rd., Chicopee, MA 01020 Inside Scoop P. 34 Statistics P. 38
By MARTIN NEIL BAILY By JOSH NATHAN-KAZIS By CARLETON ENGLISH
February 27, 2023 BARRON’S 3

THE HEALTH CARE SECTOR OF THE S&P 500 IN ONE ETF


Sector SPDRs allow you to invest in pieces of the S&P 500. Like Health Care. While adding diversification and reducing single stock risk. These ETFs

combine the diversification of a mutual fund and the tracking of an index with transparency and liquidity.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

XLV HEALTH CARE SECTOR SPDR ETF TOP 10 HOLDINGS*


Company Name

UnitedHealth
Symbol

UNH
Weight

9.33%
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Johnson & Johnson JNJ 8.54%


Merck MRK 5.45%
Eli Lilly LLY 5.43%
AbbVie ABBV 5.22%
Pfizer PFE 4.96%
Thermo Fisher Scientific TMO 4.47%
Abbott Labs ABT 3.85%
*Components and weightings as
of 1/31/23. Please see website for Danaher DHR 3.46%
daily updates. Holdings subject
Bristol-Myers Squibb BMY 3.09%
to change.

Aninvestorshouldconsiderinvestmentobjectives,risks,chargesandexpensescarefullybeforeinvesting.Toobtainaprospectus,whichcontainsthisandotherinformation,call1-866-SECTOR-ETFor
visit www.sectorspdrs.com. Read the prospectus carefully before investing.
The S&P 500, SPDRs®, and Select Sector SPDRs® are registered trademarks of Standard & Poor’s Financial Services LLC. and have been licensed for use. The stocks included in each Select Sector Index were selected by the compilation agent.
Their composition and weighting can be expected to differ to that in any similar indexes that are published by S&P. The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S.
stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. Investors cannot invest directly in an index.
The S&P 500 Index figures do not reflect any fees, expenses or taxes. Ordinary brokerage commissions apply. ETFs are considered transparent because their portfolio holdings are disclosed daily. Liquidity is characterized by a high level
of trading activity.
Select Sector SPDRs are subject to risks similar to those of stocks, including those regarding short-selling and margin account maintenance. All ETFs are subject to risk, including possible loss of principal. Funds focusing on a single sector
generally experience greater volatility. Diversification does not eliminate the risk of experiencing investment losses.
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
4 BARRON’S February 27, 2023

I N D EX
Our index lists significant companies mentioned in stories and columns, For Customer Service, call 1 (800) 544-0422, or go to
plus Research Reports, and Corrections & Amplifications. The references customercenter.barrons.com. For reprints of articles,
are to the first page of the item in which the company is mentioned. call 1 (800) 843-0008, or go to djreprints.com.

A AbbVie . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 J JPMorgan Chase . . . . . . . . . . . . . . . . . . . . . . . . . . 30 M Manchester United . . . . . . . . . . . . . . . . . . . . . . . . 12


Marathon Petroleum . . . . . . . . . . . . . . . . . . . . . . . 14 Modern Dental Group . . . . . . . . . . . . . . . . . . . . . 27
Activision Blizzard . . . . . . . . . . . . . . . . . . . . . . . . . 29 Mondelez International . . . . . . . . . . . . . . . . . . . . 12
Advanced Micro Devices . . . . . . . . . . . . . . . . . . . 30 Monster Beverage . . . . . . . . . . . . . . . . . . . . . . . . . 13
Adobe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Marvell Technology . . . . . . . . . . . . . . . . . . . . . . . . 13
Agilent Technologies . . . . . . . . . . . . . . . . . . . . . . . 13 K Kohl's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Mastercard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
MasterCraft Boat . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Morningstar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Alnylam Pharmaceuticals . . . . . . . . . . . . . . . . . . 30
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,20,30 McDonald's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,12,30 L Leader Harmonious Drive Systems . . . . . . . . 27 Meta Platforms . . . . . . . . . . . . . . . . . . . . . . . . 8,11,30
Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,29 N Neste . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Amgen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,22,23 Lowe's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Netflix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,30 Lucid Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Moderna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Norfolk Southern . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Arcutis Biotherapeutics . . . . . . . . . . . . . . . . . . . . 37 Norwegian Cruise Line . . . . . . . . . . . . . . . . . . . . 13
Autodesk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,35,37
AutoNation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

O Occidental Petroleum . . . . . . . . . . . . . . . . . . . . . . 13
B Bank of America . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Bank of Montreal . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Bank of Nova Scotia . . . . . . . . . . . . . . . . . . . . . . . 13 P Palo Alto Networks . . . . . . . . . . . . . . . . . . . . . . . . 35
Bed Bath & Beyond . . . . . . . . . . . . . . . . . . . . . 12,34 PayPal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Berkshire Hathaway . . . . . . . . . . . . . . . . . . . . . . . 27 PDC Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Beyond Meat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Peabody Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
BlackRock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Rupert Murdoch Executive Chairman, News Corp
Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones
Procter & Gamble . . . . . . . . . . . . . . . . . . . . . . . . . 11
Blackstone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
British American Tobacco . . . . . . . . . . . . . . . . . . 31
SENIOR VICE PRESIDENT, BARRON’S GROUP Mae M. Cheng
Broadcom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 R Reaves Utility Income . . . . . . . . . . . . . . . . . . . . . 16
BYD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 ASSOCIATE PUBLISHER, BARRON’S GROUP Dan Shar
Ross Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
MANAGING EDITOR, BARRON’S GROUP Dave Pettit
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C Carvana . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 S Sanof . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Charles Schwab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 EDITOR IN CHIEF David Cho
Schneider Electric . . . . . . . . . . . . . . . . . . . . . . . . . 14
China Mengniu Dairy . . . . . . . . . . . . . . . . . . . . . . 27 EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin Sempra . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
China Renaissance . . . . . . . . . . . . . . . . . . . . . . . . . 12 Shanghai Baosight Software . . . . . . . . . . . . . . . 27
China Resources Beer . . . . . . . . . . . . . . . . . . . . . 27 DEPUTY EDITORS Alex Eule, Ben Levisohn
Shell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Cigna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt Shenzhen Inovance Technology . . . . . . . . . . . . 27
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Snowflake . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
MANAGING EDITORS Kristen Bellstrom, Matt Bemer, Daren Fonda, Joe Woelfel
Contemporary Amperex Technology . . . . . . . 27 Southern Copper . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Corning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 ASSISTANT MANAGING EDITORS Henry Cutter, Mel Gray, Anita Hamilton, Mary Romano, Stryker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Coupa Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Robert Sabat, Rupert Steiner (London bureau chief)
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz
T Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
D Darden Restaurants . . . . . . . . . . . . . . . . . . . . . . . 30 Teladoc Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
SENIOR WRITERS Bill Alpert, Megan Cassella, Lauren Foster, Nicholas Jasinski, Tae Kim, Joe Light,
Dick's Sporting Goods . . . . . . . . . . . . . . . . . . . . . 29 Tencent Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . 27
DocuSign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Elizabeth O’Brien, Al Root, Avi Salzman, Lawrence C. Strauss
Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,13
Dominion Energy . . . . . . . . . . . . . . . . . . . . . . . . . . 29 REPORTERS Rosalind Adams, Jacob Adelman, Janet H. Cho, Adam Clark, Emily Dattilo, Jack Denton, TJX Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Dow Chemical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Catherine Dunn, Carleton English, Sabrina Escobar, Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis, Tsingtao Brewery . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Angela Palumbo, Teresa Rivas, Connor Smith, Jacob Sonenshine, Brian Swint, Karishma Vanjani
U Uber Technologies . . . . . . . . . . . . . . . . . . . . . . . . . 30
E Eli Lilly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 STORY EDITORS Ed Lin, Erin McCarthy, Patrick O’Donnell, Stacy Ozol, Neal Templin, J.J. Thompson UnitedHealth Group . . . . . . . . . . . . . . . . . . . . . . . 12
Enphase Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Unity Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Estun Automation . . . . . . . . . . . . . . . . . . . . . . . . . 27 COPY DESK Michael J. Burlingham, Richard Rescigno, Robert Teitelman
Etsy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 IDEAS EDITOR Matt Peterson
EuroEyes International Eye Clinic . . . . . . . . 27 V Verizon Communications . . . . . . . . . . . . . . . . . . . 11
Extra Space Storage . . . . . . . . . . . . . . . . . . . . . . . 11 DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary
VF Corp. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Nick Devor, Clare McKeen Visa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Chelsea Schiff
DESIGN DIRECTOR
F Freyr Battery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 ART DIRECTORS Lynne Carty, Nick Hallam, Sue Ng W Wabtec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Alis Atwell, Halie Chavez, Nicole Silver Walmart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Wayfair . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
G Grayscale Bitcoin Trust . . . . . . . . . . . . . . . . . . . . 17 RESEARCH DIRECTOR Pauline Yuelys RESEARCHER Dan Lam
WisdomTree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima Workday . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Wuxi Lead Intelligent Equipment . . . . . . . . . . 27
H Herc Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 James H. Balmer, Ward S. McGuiness
ADVERTISING SERVICES MANAGERS
Hershey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 NEWS editors@barrons.com STATISTICS barronsstats@barrons.com CUSTOMER SERVICE 800-544-0422
Home Depot . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,30 Y Yum China Holdings . . . . . . . . . . . . . . . . . . . . . . . 27
HP Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 EDITOR AT LARGE Andy Serwer
GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Jack Otter
Z Zimmer Biomet . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
I Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,30 Barron’s is a trademark of Dow Jones and its affiliates. Barron’s (USPS 044-700) (ISSN 1077-8039) Published every Monday. Editorial and Publication Zoom Video Communications . . . . . . . . . . . . . . . 13
Headquarters: 1211 Avenue of the Americas, New York, N.Y. 10036. Periodicals postage paid at Chicopee, MA and other mailing offices. Regular U.S.
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February 27, 2023 BARRON’S 5

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6
BARRON’S
February 27, 2023
February 27, 2023 BARRON’S 7

UP & D OWN WALL STREET


Inflation expectations have risen sharply since
early February, despite a slump in crude-oil
prices, which typically move in tandem with them.

Hopes for Lower


rapid Fed rate hikes would ‘break’ them, he points out. The one-year
the economy look to have been inflation break-even rate—the differ-
unfounded.” ence between yields on the one-year
Yet that’s what stock and bond Treasury and the corresponding Trea-

Rates Fade. It’s Bad


bulls crave, because it would bring sury inflation-protected securities—
about a reversal by Powell & Co., even jumped to 3.18% on Feb. 22, from just
if the inflation rate hadn’t slid to their 2.07% on Feb. 3. Crude futures have
2% long-run target. But with prices dropped from about $80 a barrel to

News for Investors.


still racing ahead of wages for work- about $74 over that span.
ing stiffs, the main constituency for The year-over-year rise in the CPI
the Fed to relent in its inflation fight has receded from its four-decade
are a “bunch of whiny people worried peak of more than 9% last Septem-
about their stock portfolios,” Bianco ber, largely because of declines in
acerbically asserted. prices for goods. But services, which

B
He further observed that inflation account for 61.8% of the CPI and
lame it on Punx- That was driven home by Friday’s trends should begin to look more were climbing at a 7.6% annual clip
sutawney Phil. Since release of the central bank’s preferred moderate, simply owing to “base through January, haven’t peaked,
the furry varmint inflation measure, the personal- effects.” To translate: Owing to big Bianco says. This pattern is a virtual
poked his head out consumption expenditures price in- jumps in the consumer price index mirror image of the 1965-69 inflation-
of his den on Feb. 2, dex. It jumped 0.6% from December’s from February to June 2022, the ary cycle, he adds, citing data from
there has been a reading, both overall and in its core change from the level a year ago will his former colleague, Ronald Griess
wholesale reassess- measure, which excludes food and be relatively subdued. Assuming the of the Chart Store.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

ment of the outlook for the economy energy. The core gauge was up 4.7% post-Covid inflation trend continues That’s not a positive for fixed-in-
and interest rates. Maybe it wasn’t his year over year, showing no slowing. over the next few months, year-over- come investors. According to re-
shadow that the famous groundhog BY RANDALL To be sure, not too much weight year CPI growth would recede to search by Paul H. Kupiec, a senior
saw, but instead many indicators that W. FORSYTH should be placed on a single month’s 3.29% in June’s data from January’s fellow at the American Enterprise
showed unseasonably hot economic data. Still, “what’s clear is that the 6.41%, Bianco calculates. Institute, those who bought and held
readings with no cooling in inflation. economy continues to show signifi- That might be as good as it gets, 10-year Treasury notes from late
Since he emerged, interest rates cant strength, and financial conditions however. Inflation expectations have 1963 to early 1973 were crushed by
have risen by more than a half-per- have improved,” writes Citigroup’s risen sharply since early February, inflation. While the notes had a posi-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

centage point, whether for futures- chief global economist, Nathan Sheets, despite a slump in crude-oil prices, tive real yield, based on the then–
market pricing of the eventual peak in a research report. “Concerns that which typically move in tandem with most recent 12-month CPI readings,
of the Federal Reserve’s target for its that yield became negative as infla-
key policy rate—on overnight federal tion went much higher over the
funds—or Treasury maturities, from notes’ 10-year life.
the two-year note to the 10-year Unexpectedly strong Over the near term, Treasury yields
economic reports have
benchmark. undercut Fed Chairman have significantly further to rise, even
This has reversed the previous Jerome Powell’s talk of after their recent jump, according to
possible “disinflation.”
optimism that federal funds would Bianco’s analysis. In every cycle, he
peak sooner and at lower levels than finds, the two-year note’s yield tops
the Fed had projected in December. out above the eventual peak in the
That bullishness had gained further Fed’s funds-rate target.
favor after Jerome Powell, the central As of Friday, the fed-funds futures
bank’s chief, spoke encouragingly of market was putting the peak at 5.40%
“disinflation” at its latest policy meet- in September or October. That com-
ing, concluded on Feb. 1. pares with the 4.63% midpoint of the
But the economic data on which current 4.50%-4.75% target range and
Powell also said policy would depend the previously anticipated peak of just
have suggested no diminution of 4.88% by July, based on what the fu-
price pressures or growth, as James tures market was thinking in early
Bianco, the eponymous head of Bi- February. The currently anticipated
anco Research, pointed out in a client peak also exceeds the 5.1% year-end
webcast this past week. And even if median guess of Federal Open Market
Al Drago/Bloomberg

unusually warm January weather Committee members in their most


boosted seasonally adjusted figures, recent Summary of Economic Projec-
notably a shocking 517,000 jump in tions, released on Dec. 14.
nonfarm payrolls, inflation continues Treasury yields probably will rise
to run far above the Fed’s 2% target. further, if the Fed meets the market’s
8 BARRON’S February 27, 2023

Up & Down Wall Street (continued)

expectations of three more 25-basis-point squeeze presents a valuation problem for


hikes, in March, May, and June, to a equities and real estate. The upshot: Slow-
5.25%-5.50% target range. (A basis point is ing earnings are combining with pressures
1/100th of a percentage point.) In that on price/earnings ratios or capitalization

POCKET
case, the two-year note should hit about rates for those asset classes, with negative
5.40% from 4.81% on Friday, according to consequences for both.
the precedent cited by Bianco. Friday’s That’s different from the slowdowns
yield topped the previous recent high of experienced in 2005-09 and 2020, Silvia
4.70%, reached in November, and was adds. During those episodes, declining

MONEY
the highest since 2007. interest rates helped offset weakening
Bianco also expects a parallel shift in the growth. What’s different this time is that
yield curve, with the 10-year yield equaling rates started from near zero and have fur-
the two-year note’s rise; that would put the ther to go to get back to something resem-
former at about 4.60%, up from 3.95% on bling historical norms.
Friday and above its previous cyclical peak It’s also telling how dependent the stock
of 4.25%, reached in October. market has been on the big technology
GET ALL THE None of this is encouraging for bond or
stock investors. The obvious hiding place
growth names, as Bianco pointed out in
his webcast. From the turn of the year, the

TOOLS, INSIGHTS is short-term Treasury bills, which on


Friday were yielding 5.09% for the six-
FAANG + MNT stocks—Meta Platforms
(ticker: META, formerly Facebook), Apple
month maturity, or money-market mutual (AAPL), Amazon.com (AMZN), Netflix
AND EXCLUSIVE funds, the best of which yield over 4.5%,
or short-term bonds.
(NFLX), Alphabet (GOOGL), Microsoft
(MSFT), Nvidia (NVDA), and Tesla

CONTENT WITH THE A bond strategy report from BCA Re-


search this past week also recommended
(TSLA)—accounted for 3.05 percentage
points of the 3.81% advance in the S&P 500

MARKETWATCH APP.
TIPS as providing an additional hedge through Feb. 22, according to Bloomberg.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

over conventional Treasuries. The 10-year The other 492 stocks in the benchmark
TIPS break-even spread was priced on have basically gone sideways, a repeat of
Friday for CPI inflation of just 2.39% over the 2021 market powered by easy money.
the next decade, the low end of its recent Moreover, the S&P 500’s year-to-date
range of 2.3%-2.5%. Given what we’ve seen advance has been more than halved since
since Punxsutawney Phil popped up, I’ll its peak of 8.10% on Feb. 2, after which
take the over on that inflation forecast. rates started their upward move.
In the week ahead, the usual first-

T
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

he prospect of still-higher Friday-of-the-month frenzy over the em-


short- and long-term interest ployment report—and its implications for
rates produced the worst week interest rates—won’t occur. Instead, by a
for the S&P 500 index in the quirk of the calendar, the report will arrive
relatively young year, a drop of 2.67%, on March 10, leaving markets on edge for

N
and the third straight down week for the another week.

SCE A
big-cap benchmark. The Dow Jones In- Investors will have to wait to find out
E dustrial Average’s losing streak stretched if January’s boom-like data on jobs and
CO D into its fourth week with a 2.99% decline, retail sales, plus high inflation readings,
TH

GHEEATPP
its biggest since last September, which put were artifacts of abnormal weather that
the blue chips in the red for 2023. The magnified seasonal adjustments for the
Nasdaq Composite shed 3.33%, as the rate dead of winter. The Federal Open Market
threat weighed especially heavily on tech- Committee will have most of the pertinent
T nology stocks with high valuations, about numbers in hand for its March 21-22
which more in a minute. meeting, unlike at the last confab ended
What makes the situation for stocks on Feb. 1, after which the world was
and other risk assets unfavorable isn’t shocked by the strong January tallies.
just the possibility that interest rates may For now, weekly new claims for unem-
have further to rise. It’s also that this is ployment insurance, a component of the
looming at the same time the economy is index of leading indicators, continue to
losing steam, something many investors run below 200,000, a sign of a still-strong
haven’t experienced. labor market. That counts more than head-
This insight comes from John Silvia, the lines of layoffs from tech outfits, many of
former chief economist at Wells Fargo, who which went on hiring sprees when money
now heads his own outfit, Dynamic Eco- was cheap or nearly free to them. Those
@2022 DOW JONES & COMPANY,INC.
ALL RIGHTS RESERVED. 4E6054 nomic Strategy. In an email, he points out days obviously are over. B
that real final sales (gross domestic product
less inventory swings) are slowing. That email: randall.forsyth@barrons.com
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
February 27, 2023
BARRON’S
9
10 BARRON’S February 27, 2023

Let’s celebrate this month.


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Let’s commit year-round.


For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

As we reflect on Black History Month, we continue


to be committed to financial education equality for
every student.

Learn about becoming a university sponsor


and contact: BarronsEDU@barrons.com

© 2023 Dow Jones & Company, Inc. All rights reserved. 4EIIE6065
February 27, 2023 BARRON’S 11

ST R E E T W I S E
Morgan Stanley puts the S&P 500’s equity risk
premium at about 1.6 percentage points, versus
more than double that in much of the past decade.

With Stocks in the


May, and has fallen to $222. That’s still plenty of potential for payment
10% to 20% too high, based on a “top growth, and mix in quality signals like
down” estimate that uses macro fac- healthy returns on equity, resilient
tors like consumer confidence and margins, and manageable debt, says

Death Zone, Can


housing starts, which is faster to re- Pinder. A recent UBS screen for such
spond to major turning points than a companies included Broadcom
“bottom up” consensus of individual (AVGO), yielding 3.2%; Amgen
company estimates, says Wilson. (AMGN), 3.6%; Procter & Gamble

Payouts Play Sherpa?


Don’t make a panicked call to your (PG), 2.6%; and Extra Space Storage
stockbroker or to Nepalese air rescue. (EXR), 4.1%.
“We’re not here to try and catch the

M
very low,” says Wilson. “What we’re eta Platforms (META),
trying to do is protect people from owner of Facebook and
adding risk at the wrong time, and Instagram, announced

U
that’s what people have been doing.” that it will test a service
.S. stocks have Earnings estimates are down. And Stock investors should favor defen- called Meta Verified. It costs $14.99
entered the “death Treasuries have gained appeal, sive sectors like healthcare and con- a month for smartphone app users.
zone,” a top Wall thanks to plumped-up yields. Statisti- sumer staples and efficient operators Features include a “verified badge,”
Street strategist cally, stocks have passed straight in industries like retail. Morgan Stan- “account monitoring for imperson-
wrote this past through the high-risk zone into the ley even has a small Fresh Money ators,” “help when you need it,” and
week. I detected a death zone, Wilson reckons, using his Buy List. Names include Coca-Cola “increased visibility.” At a glance, the
bearish undertone. mountain metaphor. The S&P 500 (ticker: KO), Exxon Mobil (XOM), payoff appears on par with putting
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

The phrase is used by mountain- will end the year at 3900, but only and Verizon Communications (VZ). premium gas in a rental car, but BofA
eers to describe heights where hu- after tumbling to a range of 3000 to What about dividends? Intel Securities says it could add some 3%
mans can’t live for long. Survival is By Jack Hough 3300 during the first half, he pre- (INTC) slashed its payout by two- to Meta’s earnings if 0.4% of its users
said to depend on speed or supple- dicts. The index was recently spotted thirds this past week, which would opt in.
mental oxygen. I recommend just around 4000. seem to bode poorly for income In related news, Twitter says that
picking hobbies that don’t have death We’ve had lower and even negative stocks. But UBS—which, like Morgan it’s taking away a security measure
zones. In fact, I’m cautious on most ERPs, including during the 1990s Stanley, expects U.S. earnings to fall called SMS two-factor authentication
zones: flood, no-fly, hot, impact, euro. and early 2000s, when interest rates this year—predicts slight growth in because it isn’t safe enough, but that
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

I’ll spend time in my comfort zone, trended lower amid disinflation. “I dividends. “If you just plot the chart I can pay $8 a month for a premium
but I prefer my happy place. think it’s very challenging to feel of dividend growth and earnings account to get it back. I’m holding out
To learn more about this high- comfortable saying that in five years, growth, dividend growth is much less for them to throw in an expired flu
alpine alert for investors, I reached 10-year yields are going to be signifi- volatile,” says UBS stock strategist vaccine and broken bear whistle.
out to its author, Mike Wilson, chief cantly lower,” says Wilson. “They Alastair Pinder. He has found that Maybe this is related to the “junk
investment officer at Morgan Stanley. might be higher. It’s unlikely we’re dividend stocks have tended to out- fees” that the president says he’s tak-
He mentioned Into Thin Air, a 1997 going back to negative real rates and perform by several percentage points ing on. Airlines, he says, are charging
book about an ill-fated Everest expe- financial repression and all the things during recessions, and that they parents extra to sit next to their kids—
dition. Just as oxygen-starved climb- that we did for the past 20 or 30 trade at a 15% to 20% discount to the that one sounds like a double penalty.
ers became confused by what they years.” market now. He also says that pay- But I’m worried that, given the above
saw, so have liquidity-soaked inves- Cost growth for U.S. companies outs look low as a percentage of earn- predictions for falling earnings, junk
tors today, he says. The best evidence has lately outpaced sales growth. The ings, and could climb, given a new fees have become a vital source of
for that, according to Wilson, is 2023 consensus for earnings under- tax on stock buybacks. market support. I’ve been brain-
an exceptionally low “equity risk lying the S&P 500 peaked at $250 last Look for moderate yields with storming some fees to add.
premium.” I’ve noticed that McDonald’s now
The ERP is a mathy representation charges for McNuggets sauce. But it
of something that investors intuitively doesn’t yet have tollbooths in its drive-
know: Risky stocks ought to return BARRONS.COM/PODCASTS thru lanes, and that asphalt upkeep
more than safe bonds. Just how much isn’t going to pay for itself. Domino’s
more is difficult to say with certainty,
but by expressing it as a formula,
economists can at least argue that the
Barron’s Streetwise and Papa John’s already have delivery
fees. By adding odometers to their
pizza wheels, they could charge for
others are doing it wrong. Morgan In a weekly podcast by Barron’s, columnist Jack Hough looks distance sliced, too. Could mall Cinna-
Stanley puts the S&P 500’s ERP at at the companies, people, and trends you should be watching. bons bill passersby for sniffage? I’m
about 1.6 percentage points, versus This is Wall Street like you’ve never heard before. Subscribe not a lawyer. Just an idea man—
more than double that for much of the to Barron’s Streetwise on Spotify, Apple Podcasts, mostly food-related, so far. B
past decade. or your favorite listening app.
Share prices are up this year. email: jack.hough@barrons.com
12 BARRON’S February 27, 2023

RE V IE W 32,816.92
Dow Industrials: - 1009.77
478.12
Dow Global Index: - 12.84
3.95%
10-year Treasury Note: + 0.12

The Sticky Reality HE SAID:


Stocks took their biggest tumble in
2023 after Presidents Day, with the “President Putin chose
S&P 500 and Nasdaq Composite down this war….He could end
2% and 2.5%, respectively. The spin:
Investors were worried about higher the war with a word.”
interest-rate hikes after purchasing President Biden in Warsaw, on the first
managers’ data came in hotter than anniversary of the Russia-Ukraine war
expected. Home Depot said profits
will fall this year after it spent $1 bil-
lion on wage hikes, while Walmart
beat on sales and earnings. Home sales
fell for the 12th straight month, and
inflation, based on the Federal Re-
serve’s favorite inflation metric, proved
sticky. Stocks finished the week falling
hard. On the week, the Dow industri-
als lost 2.99%, to 32,816.92; the S&P
THE COCA-COLA OF COOKIEDOM 500 was down 2.67%, to 3970.04; and
the Nasdaq was off 3.33%, to 11,394.94.

Mondelez’s THE NUMBERS A Grim Anniversary


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President Joe Biden visited Kyiv and

Oreo Dream $21 B


Venture-capital funding in the
reiterated U.S. support for Ukraine
before the first anniversary of the Rus-
sian invasion. Secretary of State Ant-
ony Blinken met with China Foreign
fourth quarter, off 65% from a Minister Wang Yi at the Munich Secu-
Mondelez International wants Oreos to become the year earlier and the lowest in rity Conference, but tensions remained
Coca-Cola of cookies—and based on comments at a New nine years high. Blinken warned China not to Off the Tracks
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

York conference this past week, it’s making progress. J.P. provide Russia with “lethal support.” The federal government took over cleanup
Morgan analyst Ken Goldman wrote that CEO Dirk Van
de Put’s reminder of Mondelez’s “recent successes in
gaining share around the world with core products such
as Oreo,” reinforced his own bullishness on the stock.
71%
Rise in attacks on the U.S.
Russian President Vladimir Putin in
Moscow blamed the U.S. for the war
and suspended the New Start treaty,
which limits the number of nuclear
efforts after an Ohio train derailment and
chemical fire caused by Norfolk South-
ern. Transportation Secretary Pete Butt-
igieg said the company would pay the
Mondelez stock is in the black, if fractionally, over the power grid from 2021, mostly weapons. Biden spoke in Warsaw of cleanup costs and proposed a plan for
past year, putting it ahead of peers tracked by the Con- attributed to extremist groups Western resolve. China proposed a more-stringent train safety measures.
sumer Staples Select Sector SPDR exchange-traded cease-fire and a 12-part peace plan.
fund. At $66, it’s up more than 11% since Barron’s rec-
ommended it in late October. Although cheaper than
65% Russia’s offensive in the east struggled. Annals of Deal Making
Two bidders emerged for U.K. soccer club

Illustrations by Elias Stein; photograph by Omar Marques/Getty Images


packaged-goods companies and many consumer-staples Banga to the Bank Manchester United: Sheik Jassim bin
peers, Mondelez trades at just under 21 times forward Fall in natural-gas prices since Biden nominated former Mastercard Hamad Al Thani, the son of a former Qa-
earnings, compared with less than 18 times for the S&P December, leading to the lowest CEO Ajay Banga, now a General Atlan- tari prime minister, and James Ratcliffe,
500. Oreo revenue jumped to $4.2 billion last year, from prices since early 2020 tic vice chair, to lead the World Bank founder of U.K. chemical company Ineos.
$2.9 billion in 2018, while its share of the cookie cate- after the resignation of David Malpass. The club has a market value of $5 billion
gory rose by 0.6 of a percentage point.
Goldman, with an Overweight rating and $74 price
target on Mondelez, cheered its continuing digitization
efforts and savings from recent acquisitions, including
0.78
Number of babies born per
Banga’s agenda is to shift the bank to
address climate change.

The Mormon Portfolio


and may set a new high for the sale of a
professional team...Boston Red Sox owner
John Henry decided not to sell the Liver-
pool soccer club for now...Investment
Clif Bar and Tate’s Bake Shop. He highlighted Mondelez’s South Korean woman in 2022, The Securities and Exchange Commis- banker Fan Bao, founder of financial advi-
ability to drive “key chocolate platforms and usage occa- lowest in the world and break- sion fined the Mormon Church and its sory firm China Renaissance, disap-
sions,” that is, to buy and consume more chocolate. ing the country’s own record asset manager, Ensign Peak Advisors, peared, stirring fears of a financial crack-
As inflation has persisted, pricing has been a major $5 million for setting up 13 shell com- down...Amazon.com closed its $3.9
issue for food and drink sellers. Mondelez’s plan to hold To get Numbers by Barron’s panies across the U.S. to hide its large billion deal for One Medical, and United-
prices above those of rivals, even in Europe, is a sign that daily, sign up wherever holdings from 1997 to 2019. The Wall Health closed its $5.4 billion purchase of
it thinks consumers will continue splurging on treats. you listen to podcasts or at Street Journal estimated in 2019 that home-care provider LHC...Activist Dan
To borrow from Coca-Cola, Mondelez is getting closer Barrons.com/podcasts the Mormon portfolio could be as Loeb at Third Point is planning a proxy
to buying the world an Oreo. — Teresa Rivas large as $100 billion. fight at Bath & Body Works.
February 27, 2023 BARRON’S 13

PREVIEW Wednesday Tesla hosts its 2023 investor day at its Giga- Sign up for the Review &
factory in Austin, Texas. The company will un-
veil CEO Elon Musk’s “Master Plan 3,” geared Preview daily newsletter at
to achieving very large scale in vehicle and battery production. Analysts expect Barrons.com/reviewpreview
Musk to announce Tesla’s cheapest model yet, starting at less than $30,000.

Monday 2/27 Wednesday 3/1


Occidental Petroleum, Workday, Dollar Tree, Lowe’s, Royal Bank
and Zoom Video Communications of Canada, Salesforce, and Snow-
report quarterly results. flake release quarterly results.

The Census Bureau releases the ISM releases its Manufacturing


durable-goods report for January. Purchasing Managers’ Index for Feb-
Economists think that new orders for ruary. Economists forecast a 47.9
manufactured durable goods de- reading, in line with the January fig-
clined 3%, to $278 billion. ure. The index has been below the
expansionary level of 50 since
November.
Tuesday 2/28
AutoZone, Agilent Technologies, Thursday 3/2
Bank of Montreal, Bank of Nova
Scotia, HP Inc., Monster Bever- Anheuser-Busch InBev, Best Buy,
AN OLD TECHNOLOGY, UPDATED age, Norwegian Cruise Line Hold- Broadcom, Costco Wholesale,
ings, Ross Stores, Sempra Energy, Dell Technologies, Hewlett Pack-

Braking Train
Rolling Stocks and Target announce earnings. ard Enterprise, Hormel Foods,
Train technology company Wabtec Kroger, Marvell Technology,
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outperformed both Norfolk Southern Chevron and Goldman Sachs and Toronto-Dominion Bank

Derailments
and the iShares U.S. Transportation ETF Group hold their 2023 investor days. hold conference calls to discuss
even before the Ohio derailment. earnings.
Wabtec The Conference Board releases its
Consumer Confidence Index for Feb-
Friday 3/3
Norfolk Southern
iShares U.S. Transportation ETF ruary. The consensus estimate is for a
Derailments have plagued trains since their invention, 109.2 reading, slightly higher than
25%
sometimes driving change. This past week, Transportation January’s. The index has rebounded ISM releases its Services PMI for
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Secretary Pete Buttigieg responded to the Feb. 3 Norfolk from the 2022 low in July, buoyed by February. Expectations are for a 54.5
Southern derailment and toxic spill in East Palestine, Ohio, a strong labor market. In January, reading, about one point less than
0
with calls for reforms: higher train staffing levels, safer nearly half of respondents said that previously. The services sector has
tank cars, bigger fines—and a plan to deploy electronically jobs were “plentiful,” while only 11.3% held up better than the manufactur-
controlled pneumatic brakes, or ECP. said that jobs were “hard to get.” ing sector, as there is still pent-up
-25
We’ve been here before. In 1869, a Pennsylvania engineer demand from pandemic restrictions.
named George Westinghouse invented the air brake, which March 2022 ’23 S&P CoreLogic releases its Case-
allowed engineers to more quickly slow or halt trains from a Source: FactSet Shiller National Home Price Index
locomotive, not car by car, using compressed air. He started for December. Expectations are for Coming Earnings
Consensus Estimate Year ago
a company, Westinghouse Air Brake, whose successor Off the Track home prices to show a 4.9% increase,
M
merged with GE Locomotive in 2019 to become Westing- Train derailments and accidents occur year over year, following a 7.7% gain Acadia Healthcare (Q4) $0.75 $0.81
house Air Brake Technologies, or Wabtec, a mini-conglom- regularly, often rising and falling with in November. Annualized home-price AES (Q4) 0.46 0.45
erate of train technologies, including ECP. the freight economy. growth peaked at a record 20.8% last fuboTV (Q4) -0.71 -0.76
Howard Hughes (Q4) 0.97 2.09
ECP uses electronics to further improve braking. Wells March and has decelerated every LendingTree (Q4) -1.27 3.53
Derailments
Fargo analyst Allison Poliniak-Cusic says that ECP brakes month since then. Occidential Petroleum (Q4) 1.81 1.48
Total Accidents/Incidents Range Resources (Q4) 1.18 0.96
can reduce stopping distances by more than 50%. ECP Trex (Q4) 0.22 0.55
came to prominence after a 2013 train disaster killed 47 15,000 The Institute for Supply Manage- Workday (Q4) 0.89 0.78
people in Lac-Mégantic, Quebec, and would have been ment (ISM) releases its Chicago Busi- More Earnings on Page 51.

phased in under a rail-safety law passed by Congress in ness Barometer for February. The
10,000 Consensus Estimate
2015, but was dropped by the Trump administration. The consensus call is for a 45 reading,
Day Consensus Est Last Period
industry questioned reliability and cost: $5,000 to $8,000 roughly even with the January data. M January Durable Orders -3.5% 5.6%
a car, or some $9 billion in all. 5,000 The index has had five consecutive January Pending Home Sales 1.0% 2.5%
Poliniak-Cusic says that rail accidents historically have monthly readings below 50, indicat- T January Wholesale Inventories 0.00% 0.10%
February Consumer Confidence 109.0 107.1
quashed objections to new safety technologies, like positive ing a contracting economy, but this TH Q4 Productivity 2.5% 3.0%
train-control to guard against human error. Now, she be- 0 hasn’t shown up in the gross-domes- Unless otherwise indicated, times are Eastern. a-Advanced;
lieves support for ECP will grow. That’s bullish for Wabtec 2019 ’20 ’21 ’22* tic-product data, with fourth-quarter f-Final; p-Preliminary; r-Revised Source: FactSet

stock, up some 9.6% over the past year, to $104. She rates *2022 data through November GDP growing at a seasonally ad- For more information about coming economic reports
- and what they mean - go to Barron’s free Economic
the shares a Buy, with a target of $125. — Bill Alpert Source: Federal Railroad Administration justed annual rate of 2.7%. Calendar at www.barrons.com
14 BARRON’S February 27, 2023

5 Stocks
recent past. Enphase is opening facto-
ries in the U.S. this year to make in-
verters, betting on tax credits from the
IRA, cheaper shipping costs, and a

Poised to consumer preference for domestic


products. “Our installers have been
asking for Made in America prod-

Profit From ucts,” CEO Badri Kothandaraman


tells Barron’s. “They would like to sell
a Made in America product to the

Renewables
homeowners who don’t want to buy
something that is made in China.”
France’s Schneider Electric is a one-
stop-shop for electrification; about a
third of its revenue comes from North
The U.S. Inflation Reduction Act, America. Schneider makes standard
with its subsidies and tax breaks, electrical equipment like circuit break-
has unleashed billions of dollars in ers, but also sophisticated software to
manage electrical systems, and micro-
green-energy investments.
grids that give consumers and organi-
zations more control over their electric-
ity. “We have shifted a lot of supply into
BY AVI SALZMAN
the United States,” says Jeannie Salo,

A
the executive in charge of Schneider’s
boom in clean-energy government relations.
manufacturing is fast get- Corning, based in upstate New York,
ting under way across the (NTOIY), energy-efficiency company Freyr said in November that it had Enphase sees makes glass for televisions and cars.
strong demand for
U.S. Factories are sud- Schneider Electric (SBGSY), and bought land in Georgia for a $1.7 billion its made-in-America But the company has a growing solar
denly cranking out every- battery maker Freyr Battery (FREY). factory, spurred in part by federal, gear for solar pan- business too, creating polysilicon at a
els.
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thing from solar and wind Most new investment since the law state, and county subsidies. Energy Michigan factory where it holds a ma-
equipment to batteries and passed has gone into battery factories, storage is often “glossed over” even jority stake. Federal officials have la-
low-carbon fuel. Corporate investment primarily to supply electric vehicles. though it “stands today as the only mented the lack of U.S. polysilicon
dollars, spurred by new tax breaks, There are subsidies for those plants, bankable answer for coal retirements production, and included subsidies for
are transforming the U.S. from an and auto makers need North American and increasing grid dependence on production in the IRA. Corning re-
also-ran in alternative energy to a real batteries to qualify for the largest tax renewable” energy, writes Bank of started its polysilicon production at the
player, lifting the fortunes of a number benefits. At least 17 new battery plants America analyst Julien Dumoulin- Michigan factory last year and has
of companies. are being built, including factories for Smith, who rates Freyr a Buy and already seen orders jump. Solar was a
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Since President Joe Biden ear- Panasonic in Kansas and Toyota in thinks shares can rise to $13 from a rare bright spot in its latest quarter,
marked $370 billion for clean energy North Carolina, according to Bank of recent $8. Freyr has contracts but no because its core business was suffering
in the Inflation Reduction Act in Au- America. But the factory expansion revenue, so the stock is relatively risky. from “essentially recession-level de-
gust, there have been 76 announce- also threatens industry profitability. California-based Enphase has mand,” says CEO Wendell Weeks. The
ments of clean-energy projects, notes Credit Suisse predicts the U.S. market found a profitable niche making high- segment that includes solar grew 22%
Credit Suisse. Of those, 40 specified could actually be oversupplied by mid- tech solar components known as in- even as total company sales fell 7%.
dollar amounts, totaling $77 billion. decade as capacity ramps up, “which verters, and also sells batteries to resi- Finnish company Neste makes re-
“We’re basically accelerating the could put pricing pressure on battery dential solar customers. In an newable diesel from animal fats and
energy transition at ludicrous speed,” manufacturers down the road.” industry with little differentiation and vegetable oils that can be used in con-
says Michael Cerasoli, portfolio man- One way to buy into batteries is low margins, Enphase stands out for ventional diesel engines. Neste part-
ager at Eagle Global Advisors. through Freyr, based in Norway. Freyr solid profitability and 40%-plus gross nered with Marathon Petroleum
Despite the dollars flooding in, it focuses on energy storage, allowing margins. A deceleration in the solar (MPC) last year to turn a former Cali-
remains difficult to invest profitably in renewable producers such as wind and market at the start of the year knocked fornia oil refinery into a renewable one,
clean-energy companies. Some prod- solar farms to store energy for when 25% off its shares, leaving the stock and expects to produce 17 million bar-
ucts, such as solar panels and batteries, wind isn’t blowing or sun isn’t shining. trading at a relative discount to its rels annually by year end that will be
trade like commodities, with little dif- eligible for state and federal credits.
ferentiation between companies. Oth- Neste also leads in sustainable aviation
ers, like wind turbines, sell into highly Making Green by Going Green fuel, which can be mixed with jet fuel
regulated industries where returns are Some lesser-known names are profiting from the Inflation Reduction Act. to make airplane travel less carbon-in-
partially controlled by regulators. Recent YTD Market 2023E tensive. The market is small but coun-
To find stocks that can rise despite Company / Ticker Price Change Value (bil) P/E tries have announced ambitious goals,
those pressures, it’s worth considering Corning / GLW $34.70 8.6% $29.4 16.9 with Japan planning to use it for 10%
names that have found true niches or Enphase Energy / ENPH 204.71 -22.7 27.9 37.8
of its jet fuel by 2030. Airlines have

Courtesy Enphase
have a head start in specific areas. pledged to invest in new fuel capacity.
Freyr Battery / FREY 8.53 -1.7 1.2 N/A
These include glass and solar-material A year ago, the U.S. was a wasteland
maker Corning (ticker: GLW), solar Neste / NTOIY 23.85 3.5 36.7 15.0 for clean-energy manufacturing. The
equipment company Enphase Energy Schneider Electric / SBGSY 32.90 17.7 93.9 20.8 spending boom is changing that, and
(ENPH), biofuels producer Neste E=estimate; N/A=not applicable Source: Bloomberg investors can go along for the ride. B
February 27, 2023 BARRON’S 15

Prepare for
the Energy
ALPS Transition
We are in the midst of a global energy

Clean Energy
transition from traditional carbon-based
sources, such as crude oil and natural gas,
to renewable clean energy sources, such
as wind, solar and fuel cells.

ETF (ACES) The ALPS Clean Energy ETF (ACES)


provides exposure to US and Canadian-
based pure-play companies that derive a
majority of their value from a clean energy
business with diversification across seven
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clean energy segments:

• Solar
• Wind
• Electric Vehicles
• Bioenergy
• Hydropower/Geothermal
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

• Energy Management and Storage


• Fuel Cell/Hydrogen

An investor should consider the investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus containing this and other information,
call 1-866-759-5679 or visit www.alpsfunds.com. Read the prospectus carefully before investing.
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An investment in the Fund involves risk, including loss of principal.
There are risks involved with investing in ETFs including the loss of money. Additional information regarding the risks of this investment is available in the prospectus.
ALPS Portfolio Solutions Distributor, Inc. is the distributor for the ALPS Clean Energy ETF.
16 BARRON’S February 27, 2023

As America Goes Electric,


ments will produce profits once utility and Blackstone (BX), the big private-
regulators let them earn a return. equity and real estate investor. Icahn
FirstEnergy is almost entirely an Enterprises (IEP), Icahn’s investment
electric distribution company, reducing vehicle, holds 3% of the $22 billion
the risks associated with power gener- company, while Blackstone owns just

FirstEnergy Should Thrive ation. It owns Ohio Edison, Jersey Cen-


tral Power & Light, West Penn Power,
and other utilities.
“It has a solid dividend and growth
story,” says John Bartlett, president
over 5%. Icahn has two directors on the
11-member board; Blackstone, one.
With Icahn and Blackstone, the end-
game for an investment can be a sale.
But it would be tough to pull off a large
and portfolio manager at Reaves Asset utility merger now, due to regulatory
The Ohio-based utility has a 3.9% dividend yield and an improving Management, which runs the Reaves and antitrust roadblocks. Blackstone
outlook as it seeks to raise rates. And it sells at a discount to its peers. Utility Income fund (UTG). wouldn’t comment on FirstEnergy, and
Says Nick Campanella, a Credit Icahn couldn’t be reached by Barron’s.
Suisse analyst: “FirstEnergy is one of FirstEnergy’s profits could get a boost
BY ANDREW BARY median, and an improving outlook as it the cheaper names in the sector and has in the coming years because it is earning

T
seeks permission to raise rates in sev- addressed balance-sheet issues. It has a sub-8% return on equity at its various
he U.S. is trying to wean eral states over the next few years. put together a plan that emphasizes utilities, on average, against the roughly
itself off fossil fuels, and The stock, now around $40, is down dividend growth.” He rates the stock 10% returns allowed by regulators.
FirstEnergy, an Ohio- from a high of $49 last April because of Outperform, with a $43 price target. Why does it trade at a discount to its
based electric utility, should rising interest rates and a utility selloff. The utility took care of its balance- peers? It was embroiled in an Ohio brib-
be among that campaign’s It trades for 16 times projected 2023 sheet issues by selling 49.9% of an elec- ery scandal that led to the payment of a
winners. earnings of $2.54 a share, the midpoint tric transmission business to an infra- $230 million fine and a deferred prose-
The outlook for electric of the company’s guidance. That’s a structure fund run by Brookfield cution agreement with a U.S. attorney in
utilities is the best in decades, as they discount to the utility group, which Asset Management (BAM) for nearly Ohio in 2021. The CEO was fired. (A
invest in transmission grids and re- fetches about 18 times earnings. $6 billion. FirstEnergy has used the new one is expected to be named by the
newable power to meet demand from FirstEnergy projects 6% to 8% proceeds largely for debt reduction and end of March.) However, analysts see
electric vehicles, heating, and appli- growth in annual earnings per share aims to garner investment-grade debt few lingering effects from that episode.
ances. The whole sector is heating up. through 2025—slightly better than ratings from S&P and Moody’s—in line And since then, a Blackstone fund has
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Warren Buffett’s Berkshire Hatha- many peers—as it invests along with with most of the industry. invested $1 billion in the stock.
way (ticker: BRK.A) already owns the rest of the industry to expand its The utility plans to lift its dividend— On the negative side, the company’s
MidAmerican Energy, one of the na- transmission network and strengthen unchanged at 39 cents a quarter since pensions aren’t fully funded; it faces an
tion’s largest utilities. Buffett likes the the electric grid in a service area with 2019—in the second half of 2023 and earnings headwind this year of nearly
Workers install
group’s steady, regulated returns. six million customers, concentrated in a new substation
boost it roughly in line with earnings in 40 cents a share from noncash pension
FirstEnergy (FE) looks like one of New Jersey, Pennsylvania, and Ohio. and add circuits the coming years. Based on its guidance, accounting. And FirstEnergy gets about
the better plays among public compa- The company plans $3.4 billion in to improve the the dividend could rise 5% this year. 10% of its profits from Signal Peak, a
reliability of a
nies. It has a dividend yield of 3.9%, capital expenditures this year, rising FirstEnergy unit’s First Energy counts two prominent Montana coal mine. The coal business
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about a quarter-point above the sector to $4 billion in 2025. Those invest- electric network. investors: activist billionaire Carl Icahn deserves a low multiple, but that is offset
by FirstEnergy’s 50.1% stake in a valu-
able transmission network. It got nearly
FirstEnergy (FE / NYSE) 40 times trailing earnings for the recent
$50 sale of a 30% position in that system.
Acting CEO John Somerhalder says
the company must “execute” as it in-
40 vests and seeks rate increases from
regulators. If it does, he maintains, it
30 will become a “premier utility” and
garner a higher price/earnings ratio.
Bottom line: FirstEnergy is a cheap,
20 good-yielding company in an improv-
2021 ’22 ’23 ing sector. And it has a self-help story
Source: FactSet that looks achievable. B

Poised to Outperform
FirstEnergy has a higher dividend yield and trades at a lower multiple than rival
utilities, but should post similar EPS growth.
Annual EPS
Recent Market 2023 2023 Growth Dividend
Company / Ticker Price Value (bil) EPS P/E Target Yield
Courtesy of FirstEnergy

FirstEnergy / FE $39.48 $22.6 $2.50 15.8 6%–8% 3.9%


Eversource Energy / ES 78.04 27.2 4.36 17.9 5-7 3.5
Exelon / EXC 41.84 41.6 2.37 17.7 6-8 3.4
Public Service Enterprise 60.54 30.2 3.46 17.5 5-7 3.8
Group / PEG
E=estimate Sources: Bloomberg; company reports
February 27, 2023 BARRON’S 17

Bitcoin’s $7 Billion
use market arbitrage mechanisms to says that Grayscale quietly amended
eliminate discounts to their NAV; in GBTC’s governing documents to make
theory, that could unlock the $7 billion it harder for shareholders to take over
for GBTC owners. the fund. Fir Tree also says that Gray-

Sunken Treasure
There’s a hitch, though: The Securi- scale’s corporate parent, Digital Cur-
ties and Exchange Commission has rency Group, has “substantial conflicts
repeatedly denied fund company appli- of interest” incentivizing it to maintain
cations for ETFs that want to own Bit- GBTC’s status quo.
coin directly, rather than through fu- Fir Tree and other investors argue
tures. In June, the SEC rejected that the conflicts arise, in part, because
Grayscale’s bid to convert GBTC into DCG makes so much in fees. ETFs
A fight over Grayscale Bitcoin Trust is heading to court as investors an ETF, prompting Grayscale to sue holding Bitcoin futures charge about
and hedge funds jockey over the fate of the world’s largest crypto fund the agency to reverse the decision. 1%, compared with GBTC’s 2% annual
Oral arguments are scheduled to fee. Since GBTC’s management fees are
start on March 7 in the U.S. Court of a percentage of the trust’s assets, they
Appeals for the District of Columbia. bring in more than $300 million a year
Grayscale’s lead attorney is Donald at recent prices.
Verrilli, who was solicitor general in “They’re making a lot of money off
the Obama administration. Verrilli, in this. They have to continue to push
an interview, said the SEC has no rea- capital to their parent company,” says
son to treat spot Bitcoin ETFs differ- Steven McClurg, chief investment offi-
ently than futures-based ETFs, arguing cer of Valkyrie Investments, which
that the agency is using a double stan- runs a hedge fund that owns GBTC
dard that violates the law. and had its own application to launch a
“Administrative agencies have an spot Bitcoin ETF denied by the SEC.
obligation to treat like cases alike, and McClurg says he plans to keep pressur-
the SEC violated that obligation,” says ing Grayscale to close the discount.
Verrilli, adding that he doesn’t know of Another company challenging
an exact parallel to this case. The court GBTC is Osprey Funds, which runs
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could rule by the fall. the Osprey Bitcoin Trust (OBTC), a


much smaller fund with $68 million

T
he implications go far beyond in assets. Osprey also has sued Gray-
GBTC. Legions of fund compa- scale, claiming that the firm achieved
nies, including Fidelity Invest- dominance in over-the-counter Bit-
ments, VanEck, and Wisdom- coin funds, in part, by lying about its
Tree (WT), have tried to persuade the chances to convert GBTC into an ETF.
SEC to approve a spot-based Bitcoin Grayscale has said the Osprey law-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

ETF, getting rejected each time. suit is frivolous and disputes the activ-
A ruling allowing GBTC to become ists’ other complaints. CEO Michael
an ETF could open the floodgates to Sonnenshein says he will cut GBTC’s
far more Bitcoin funds, something fees as soon as it becomes an ETF.
the SEC appears loath to allow. The Another tactic promoted by activ-
BY JOE LIGHT Internet exchange-traded fund agency argues that, unlike futures mar- ists—for Grayscale to return under-

T
(ARKW). “When there’s money to be kets, the spot Bitcoin market doesn’t lying Bitcoin to shareholders—would
he world’s largest Bitcoin made by closing the discount, some- have sufficient measures in place to require regulatory approvals similar to
fund is about to have its day one’s going to find a way to make it prevent fraud and manipulation, and what the firm is seeking with the ETF
in court. At stake in the happen,” says Ned Davis Research isn’t properly monitored. That makes a conversion, he says. Grayscale says it’s
fight: a $7.2 billion profit senior portfolio strategist Pat Tschosik, spot-Bitcoin fund vulnerable to manip- open to a tender offer for up to 20% of
sitting in the fund like who sees GBTC potentially doubling ulation, putting investors in harm’s GBTC’s shares if its legal strategy fails,
sunken treasure, if only by midyear as Bitcoin rallies. way, the agency says. including a potential appeal to the Su-
anyone could get to it. Yet GBTC’s discount has proved “All of the markets for the spot Bit- preme Court.
On paper, the Grayscale Bitcoin impregnable. The fund’s corporate coin underlying Grayscale’s product Seeking SEC approval for a tender
Trust (ticker: GBTC) is the best deal sponsor, Grayscale Investments, has are unregulated,” the SEC wrote in a offer at the same time that Grayscale
on Bitcoin you can find. The fund’s largely insulated itself from proxy cam- brief, arguing that “differing treatment is suing the agency “isn’t something
share price trades at a 47% discount to paigns by hedge funds—which would in these circumstances was reason- that we think is in the best interest
its underlying net asset value, or NAV, ordinarily attack such a wide discount able.” The agency declined to comment. of shareholders,” Sonnenshein says.
of $15.4 billion in Bitcoin holdings. If it in a closed-end mutual fund. And While the lawyers wrangle in court, All of the legal jockeying has left
were to trade up to its NAV, investors GBTC’s discount has only widened as hedge funds and other investors are investors in a crypto purgatory. A win
could scoop up an 87% gain, without other Bitcoin funds have emerged—no- trying to force Grayscale to give up in court could be a $7 billion windfall,

Illustration by Allison Vu
Bitcoin’s price budging. At recent tably ETFs like ProShares Bitcoin management of the fund or find other but that may take years, if it ever
prices for the token around $23,700, Strategy (BITO), which holds Bitcoin ways to unlock the $7 billion. comes. Bitcoin, meanwhile, is up 43%
the discount is worth $7.2 billion. futures, for a much lower annual fee. Fir Tree Capital Management, a this year. GBTC, whose discount has
Some investors view that as a bar- Grayscale says it wants to convert hedge fund manager, sued Grayscale in been widening, is up 39%, falling
gain. GBTC makes up more than 5% of GBTC into an ETF, arguing that it’s the December, accusing the firm of “mis- behind the crypto it’s meant to track
Cathie Wood’s ARK Next Generation best way to close the discount. ETFs management of the trust.” Fir Tree yet again. B
18 BARRON’S February 27, 2023 February 27, 2023 BARRON’S 19

U N TA N G L I N G T H E E C O N O M Y fell below its prepandemic low, and fixed-rate mortgages, from the impacts tightens policy. That meant that even buffer to get the U.S. economy back on ers to hoard workers they might oth-
the government reported last month of the Federal Reserve’s primary tight- as the Fed raised interest rates eight track in 2020 and 2021 after months erwise have laid off. An undersupply
that the U.S. economy grew 1% from ening tool. consecutive times over the past year, of shutdowns and other restrictions. of housing, in combination with fresh
the fourth quarter of 2021 to the The result is an economy that has swaths of households and corpora- But given the sheer amount of it—a federal investment in infrastructure,
fourth quarter of 2022—five times the yet to fully react to the policy tools tions were slow to feel the impact. sum equivalent to roughly a quarter of has kept the construction industry in
level the central bank had predicted designed to slow inflation, which Consider mortgages. Before the U.S. gross domestic product—and business even as mortgage rates spike.
just a few months before. more often than not have forced a re- 2008-09 financial crisis, nearly 40% given how much of it was structured Investor optimism has been helping
The question of how the U.S. econ- cession. of mortgages were adjustable rate, so as direct payments to individuals, the loosen financial conditions since the
omy has been able to defy gravity and The recent spate of positive eco- Fed rate hikes drove payments up and aid has continued to stimulate the fall, making it harder for the Fed to
stave off recession has dominated the nomic data has fueled hopes of a “no served to choke off household spend- economy years after the first packages slow things down.
conversation among professional landing” scenario—rather than a hard ing, says Ellen Zentner, chief U.S. were passed. Some programs, such as Each of these factors has contrib-
prognosticators and given rise to a or soft landing—in which the economy economist at Morgan Stanley. Today, expanded nutrition aid, are only now uted to creating an economy seem-
volatile economic environment, one continues to expand. But a more real- that share is just 10%, meaning the winding down, while other spending, ingly immune to the negative effects of
in which a single data release can istic outlook is less benign: Interest overwhelming majority of home- including on green infrastructure ini- high inflation and a rapid pace of
send markets soaring one day and rates are likely to stay higher for lon- owners hold mortgages at 30-year tiatives, is just beginning to flow out. monetary policy tightening, one that
plunging the next. The dynamic has ger to tamp down stubborn price fixed rates and therefore aren’t being “A year later, even two years later, almost no one expected. And it all
left businesses struggling to figure growth, probably forcing at least a heavily affected by rising interest rates people still had more money in the helps to explain how an economy
out how to plan for the future and mild downturn along the way. in the same way. Rates on student bank,” says Jason Furman, a Harvard whose days were numbered a year ago
forced economists to examine why “It’s still a story of an economy that debt payments and most auto loans University economist who served as a has so far been able to avoid a long-
the combination of geopolitical ten- is uncomfortably warm from the Fed’s are similarly locked in. top White House economic adviser anticipated recession.
sions, inflationary pressures, and perspective, even though it’s clearly “In general, it means much less during the Obama administration. “It’s why the Fed has been more
tightening monetary policy is having shifting gears,” says Diane Swonk, sensitivity of households to rising “And we’re still spending more money aggressive than at any time in its
far less of an impact on the economy chief economist with KPMG. “The interest rates,” Zentner says. “That because of that.” past,” Zentner says, “and it hasn’t
than historical precedent and conven- hard part is, you don’t want a deep has been less understood.” Services industries are notoriously killed the economy.”
tional wisdom would suggest. freeze. But on the other side of it, you The changing debt profile allowed labor-intensive, so as consumer de- The continued resilience has
And it has heightened the stakes can’t really afford a rolling boil, either. consumers, still cash-rich from the mand soared, employers staffed up in shifted the focus among investors in
for the Fed, which already had a diffi- And we’re caught in between right flood of fiscal stimulus unleashed in response. This kicked off what some recent weeks away from fears of a
cult task of trying to slow the econ- now.” the wake of the pandemic, to keep up economists refer to as a virtuous cy- recessionary hard landing and to-
omy without driving it into recession, That means the risk of an economic their soaring levels of spending on cle of recovery: More jobs pushed ward hopes of a no-landing sce-
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but now has to navigate an environ- recession remains on the table, and services in particular, as Americans total income higher, which allowed nario—one in which growth simply
ment unlike anything it has ever seen. most forecasters see a downturn in the shifted away from the goods they had for further spending and, as a result, never slows down.
“They’re flying blind,” says Jay Bry- next year as more likely than not. But been buying during Covid shutdowns. more jobs. Not every sector of the economy is
son, chief economist with Wells Fargo. those same forecasters keep pushing The change in behavior is another Given that the U.S. has traditionally soaring: Manufacturing, for example,
“And trying to feel their way in.” out the timeline for when they see the reason the Fed’s rate hikes appear to been a services-dominated economy, has contracted for three straight
Understanding the strength of the contraction starting. And everyone be having a limited impact: Consumer “we’ve been rebalancing to our sweet months. Retail sales, despite a big
past year, and what has fueled it, is acknowledges that the economy’s con- spending on services isn’t affected as spot,” says Michael Gapen, chief U.S. jump in January, have more or less

The Fed and Everyone Else critical to charting the economy’s founding resilience so far has under- heavily by higher rates as demand for economist with Bank of America. been moving sideways. The interest-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

path forward. The simple answer is scored the unprecedented nature of big-ticket items and other goods. “Slowing that down tends to be pretty rate-sensitive housing sector has
that it’s impossible to apply old rules the current moment. “You don’t really care where inter- difficult.” been plunging, though there are some

Got the Economy Wrong.


to a new economy, one that has been “Everyone’s scratching their head est rates are if you’re going out to res- There are probably other factors at reasons to believe that it could be
completely—and permanently— to some extent,” says Dean Baker, a taurants,” Bryson says. And because play, too: A shrinking labor supply turning a corner.
transformed by the Covid-19 pan- senior economist and co-founder of services make up roughly 60% of con- has made hiring difficult, which ap- But remarkable strength remains
demic and no longer responds in the the Center for Economic and Policy sumer spending, the more heavily pears to be prompting some employ- the more dominant story, and the

The Implications Are Ominous. same way to rising prices and tighter
monetary policy.
But the more thorough explanation,
Research.
“We all have ideas,” he says. “But
we have to recognize, we’re really kind
affected goods sectors have to weaken
significantly before the impact “starts
to trickle back into services,” he adds. Rate Hikes Before Recessions
based on Barron’s interviews with of shooting in the dark.” Also propping up consumer spend- Since the late 1980s, the Federal Reserve's decisions to lift rates and make borrowing
nearly a dozen top academic and Wall When the Federal Reserve raises ing is pent-up demand. That’s partly more expensive generally have foreshadowed a recession.
The central bank’s efforts to tame inflation haven’t BY MEGAN CASSELLA Street economists, is that a host of interest rates, it’s looking to slow con- due to the ongoing unwinding of pan- Federal Funds Effective Rate
worked yet. A harder landing could lie ahead. factors played a role that forecasters sumer and business activity—and, by demic fears and restrictions that had 12.5% Recessions are shaded
initially might have underestimated or extension, inflation—by making limited spending on services: As of
overlooked, in part because they had things more expensive. Big-ticket December, services spending re- 5.0%
never collided this way before. items, such as homes and cars, start to mained 1% below its prepandemic 10.0
The long tails of fiscal stimulus, for cost more because buyers are paying trend, a Wells Fargo analysis showed,

I
2.5
example, have propped up the econ- higher rates for their mortgage or auto suggesting the sector still has more 7.5
t was roughly a year ago, after economists published an economic forecast economic growth of an ane- omy for far longer than anyone ex- loan. room to grow. 0
the Russian invasion of forecast reflecting a 20% to 35% mic 0.2% for the year. pected. Excess consumer savings and But the unique structure of the But spending has also been fueled Feb. 2022 '23
Ukraine caused an oil-price chance of an economic contraction The depressing outlook dragged an ebullient labor market fueled de- 2022 economy blunted the power of by excess savings—the amount of 5.0
shock and the Federal Reserve within 12 months. By June, JPMorgan down consumer sentiment and con- mand for travel, restaurant dining, the Fed’s tools. Years of low interest money saved beyond the typical rate—
kicked off its interest-rate- Chase CEO Jamie Dimon was bracing vinced roughly three-quarters of and other services, where spending rates, dating back to the aftermath of built up in part because of the more 2.5
tightening campaign, that for an economic “hurricane,” and the Americans by late fall that the country still has room to grow. And years of the 2008-09 financial crisis, had al- than $5 trillion the government spent
forecasters began warning in following month, the team at Bank of was already in a recession. low interest rates have transformed lowed for a transformation of much of on stimulus programs in response to
earnest that the U.S. economy was on America predicted a mild recession And yet none of it came true. the debt dynamics for the overwhelm- the debt in the U.S., both household the pandemic. 0
the brink of a steep downturn. would hit before the year’s close. In Instead, consumer spending con- ILLUSTRATION ing majority of U.S. households, leav- and corporate, away from variable That government spending was 1985 '90 '95 2000 '05 '10 '15 '20
In March 2022, Goldman Sachs September, policy makers at the Fed tinued to rise, the unemployment rate BY ITCHI ing them largely shielded, through rates that rise as the central bank meant more or less as an emergency Source: Board of Governors of the Federal Reserve System via the Federal Reserve Bank of St. Louis
20 BARRON’S February 27, 2023

arguments in favor of the no-landing U N TA N G L I N G T H E E C O N O M Y about the “growth at all costs” compa-
view encompass many of the funda- nies whose stocks thrived in the decade
mentals that have carried the econ- before the Covid-19 pandemic. Cost
omy so far. Consumers, broadly control and earnings are more impor-
speaking, remain healthy. Excess tant when raising capital is pricier.
savings, though somewhat depleted, So be ready to buy companies with
will continue to fuel spending reasonable valuations, noncyclical
through at least the first half of this growth, near-term profits, and bal-
year for the lowest-income house- ance sheets that mean they won’t need
holds, and through the end of next to tap the capital markets for funding.
year for middle-income groups, ac- Robert Stimpson, co-chief invest-
cording to estimates from Morgan ment officer of Ohio-based Oak Asso-
Stanley. And the labor market shows ciates, points to Google parent Alpha-
almost no signs of cracking, having bet (GOOGL) as an example. The
added more than a half-million new stock lost 39% of its value in 2022 and
jobs in January alone. has lagged behind its peers in 2023 on
What the no-landing scenario fails concerns about competition to its
to address, however, is that at a cer- dominant search engine from artifi-
tain point, persistent strength begins cial-intelligence chatbots.
to pose its own set of risks because it That has left shares trading at a
forces the Fed to take further action to
try to rein in inflation. The latest con-
sumer-price data show that progress
Prepare to Pivot: How to Invest multiple of around 17 times expected
earnings over the coming year, the low-
est they have been since 2013 and com-
on fighting inflation has slowed—the
Fed’s preferred inflation gauge, for
one, came in well above consensus in
When the Slowdown Comes pared with an average of nearly 25
times over the past half decade. It’s also
a discount to its megacap tech peers
January—and costs in the services and the S&P 500’s 19 times forward
sector in particular are continuing to Cyclical companies with pricing power look good for now, but switch to price/earnings multiple.
rise despite the central bank’s actions. growth stocks after the Fed eases up on rate increases. Stimpson dismisses worries about
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

There is more to do. ChatGPT, the popular artificial-intel-


A no-landing scenario, in other ligence chatbot. “[Alphabet is] also
words, is simply a delayed landing investing in AI and will compete with
because the central bank will keep BY NICHOLAS JASINSKI tomers will have an advantage. In the Microsoft [MSFT] and the others,
policy tight until inflation falls. And recent fourth-quarter earnings season, while getting a lot of revenue and free

L
whether it will be a contractionary ast year, predictions of a re- barely one in five S&P 500 companies cash flow from the core search busi-
crash or a smooth glide back to 2% cession by the middle of 2023 managed to increase their operating ness in the meantime,” he says.
inflation remains to be seen. The latter were commonplace. Stronger- margin from the prior and year-ago On average, analysts expect Alpha-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

option is still possible, and some fore- than-expected economic data quarters. They include cyclical compa- bet to generate $74 billion in free cash
casters say its likelihood has increased showing a red-hot U.S. labor market nies such as United Rentals (ticker: flow in 2023, which would be up 24%
mildly after the latest batch of data. and resilient consumer spending in URI), Deere (DE), Honeywell Inter- from 2022, according to FactSet.
But others feel the latest strength recent months have quieted that view. national (HON), Delta Air Lines Stimpson also sees value in medical-
could tip the scales in the other direc- Stocks rallied as recession fears di- (DAL), Linde (LIN), Schlumberger device companies. They have the kind
tion: The harder the central bank has minished and traders bet on an end to (SLB), and Wynn Resorts (WYNN), of noncyclical growth attributes that
to work to see the cooling it wants, the Federal Reserve interest-rate increases. according to a Barron’s screen using should shine in an eventual macro
higher the risk rises of a policy error Riskier and more-speculative corners data from Bloomberg. slowdown, and cheaper valuations
that forces a recession. of the market performed the best. Yet a rising economic tide lifting than insurance or pharmaceutical
Baker, for one, is predicting no Despite all the optimism, it’s proba- most companies’ revenue won’t last healthcare stocks. He points to Zim-
downturn for 2023 as of now. But he bly wishful thinking to expect infla- forever. When a slowdown comes, mer Biomet Holdings (ZBH) and
worries that some of the recent data, tion to return to 2%, gross domestic prepare for a shift to growth stocks. Stryker (SYK) in particular.
particularly the red-hot jobs numbers, product to continue to grow faster Last year, technology and growth The American Century Stoxx U.S.
could boost the chances of a Fed over- than 2%, and for the Fed to lower in- shares were the biggest losers, lag- Quality Growth exchange-traded
reaction. terest rates. That’s “the monetary pol- ging behind cyclical sectors such as fund (QGRO) looks for growth compa-
“The story of a recession would be icy equivalent of landing a Boeing 747 energy—despite a slowing economy. nies with superior scores for profitabil-
if the Fed basically freaks out,” Baker on an aircraft carrier,” says Robert Rapid increases in interest rates ity, earnings variability, and leverage.
says. “If they go, ‘Oh my God, this is Phipps, director at Per Stirling Capital weighed on growth companies, as Its top holdings include Booking
really out of control, we have to really Management in Texas. their future cash flows are worth less Holdings (BKNG), Old Dominion
slam on the brakes.’ That’s the big- Investors ought to plan for stronger when discounted back to the present. Freight Line (ODFL), Cadence De-
gest risk.” growth with higher inflation and in- The Fed could have a few more sign Systems (CDNS), Autodesk
Even unprecedented strength so terest rates in the near term. That quarter-point increases to go before (ADSK), and Mastercard (MA).

Zhang Yi/Getty Images


far, then, isn’t enough to ensure the should help keep cyclical firms’ reve- pausing, but the scale of the change On the fixed-income side of the
Fed can avoid the outcome most fore- nue growing longer than most ex- won’t be nearly as great as in 2022. portfolio, expect attractive yields from
casters still expect. pected last year, but it will also add to The result is that growth stocks may shorter-term bonds for some time.
But, then again, most forecasters their expenses. find themselves back in favor. The one-year U.S. Treasury bill yields
expected more weakness by now, Companies with the pricing power At the same time, the higher-for-lon- 5.1%—a rate few would have pre-
too. B to pass along higher costs to their cus- ger rate backdrop means it won’t be all dicted a year ago. B
February 27, 2023 BARRON’S 21

Scan this code for but that’s also the intended outcome
the full interview of having an interest rate that moved
on At Barron’s from nothing up to 5%. And so, the
With Andy Serwer,
a new video series impact’s coming in. The question is,
featuring top what’s sticky? What’s not sticky?
CEOs.

What does that mean for the path


of interest rates?
cautious yet somewhat sanguine out- I think what’s on the table that people
look on the economy—as in, the U.S. have gotten wrong is how long the Fed
consumer is in good shape, but infla- is going to have to leave rates at a
tion is probably more persistent than higher structure than people may
many of us care to believe. We also believe. This idea of cutting rates this
discussed the possibility of a recession year—my teammates never thought it
and, of course, the health of Bank of was going to happen, but I think now
America. Here’s an edited version of the market sort of sees that as less
our talk. probable on the idea they’ve got to
make sure inflation is wrung out,
Barron’s: You’ve talked about a because inflation is insidious.
mild recession later this year or It’s going to take [Fed officials] lon-
early 2024. But data from the bank ger than they originally thought. They
suggest that consumer spending admit that now—a lot of us would
is strong. What are your thoughts have told them in the middle of 2021—
about the severity and timing of [but] they’re late to the game. They
a recession? weren’t raising rates for a year. So,
Brian Moynihan: The strength of the they’ve got to let the system work.
consumer has [pushed the timing out].
The strength of the consumer has kept Switching to ESG. I know it’s
spending up, kept economic activity up. important to the bank, but there’s
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

And the consumer is employed, and also a backlash. How do you navi-
that has pushed it out. We went from a gate that?
[forecast for a] recession starting at the If you take something like the energy
U N TA N G L I N G T H E E C O N O M Y end of 2022, to the first part of 2023, transition, we’re helping oil and gas
and now to mid-2023. And so we’ve companies figure out how to make all
got a mild recession: second-, third-, of this happen. So, we have outstand-

Brian Moynihan,
fourth-quarter negative, getting back ing loans, and people criticize us for the
to positive in second-quarter 2024. oil industry. And we also did $100-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

and-some billion dollars in financing to


Can you tell us more about what the clean energy side last year. And by

By the Numbers
you’re seeing and what that means the way, some of that financing was for
for the depth of a recession? oil companies making changes, so
General American consumers have you’re helping them deliver on carbon-
money in their accounts and the ability capture storage or deployment of re-
to borrow. They’re paying their debts, newables. These massive transforma-
and [they’re] employed and earning tions that take place have to be helped
more money. That means a recession is by the financial-services industry. We
The Bank of America chief credits the consumer with keeping the a little hard to understand. [The Fed- have to be balanced. We have to make
economy strong—at least for now. His case for the bank’s stock. eral Reserve] has got to get inflation sure everybody participates.
under control. So, that’s where you get
the soft landing. And if it’s plus a half Why should investors hold Bank
What “people or minus a half [of GDP], that’s not of America stock?
BY ANDY SERWER most part been pretty darn good. Two have gotten much difference in terms of general There are only four U.S. companies

B
caveats: 1) Moynihan was hindered by wrong is economic activity. This isn’t minus 5% that earned more than $15 billion for
rian Moynihan almost rev- having to address legacy issues from or something like that. eight years in a row. We’re one of
els in being understated. the 2008-09 financial crisis, and 2) how long those four. It’s consistent earnings
Unlike some of his brasher the stock market hasn’t been particu- the Fed is While we’re speaking about infla- power, across time, since we cleaned
CEO brethren, Moynihan, larly eager to assign high valuations tion, do you think it has peaked? up after the financial crisis in 2010-15,
chief executive of Bank of to bank stocks, even a powerhouse going to We have to step back and realize these and it has set us on a course. Our job
America, the nation’s sec- like Bank of America (ticker: BAC). have to month-to-month data sets are going to is just to continue to drive that. Our
ond largest bank by assets All of this is rich fodder for discus- bounce around a little bit. People are job is to deliver the controls, more
after JPMorgan Chase, usually likes to sion, which is why we were delighted leave rates going to overread them one way and income, revenue expense, operating
let the numbers do the talking. to have Moynihan in Barron’s New at a higher overread them the other way. But the leverage, income with controlled risk,
And the numbers for the bank York office earlier this month for a broad trend is inflation peaking out— and that’s what we’ve been doing.
during Moynihan’s tenure—he became wide-ranging interview. In my conver- structure.” [it has] peaked in some areas and not
CEO in January 2010—have for the sation with Moynihan, he expressed a Brian Moynihan quite peaked in others. That’s good, Thank you, Brian. B
22 BARRON’S February 27, 2023 February 27, 2023 BARRON’S 23

cutting global sales to $13.7 billion Amgen says that Remicade’s price is The details of those arrangements are Here Comes the Competition
from $21.2 billion in 2022. That’s on down 57% since the first biosimilar confidential and allow the PBM to Humira biosimilars expected to launch this year in the U.S.
the low end of AbbVie’s prior esti- launched, and Johnson & Johnson keep some share of the rebate. Company / Ticker Product Expected launch date
mates; the company had previously says Remicade sales are down to $2.3 The problem for biosimilars is that
Amgen / AMGN Amjevita January 31
said that U.S. sales could drop as billion in 2022 from $7 billion in the established drugs can afford to
much as 55%. Organon / OGN Hadlima July 1
2016. pay a larger rebate: Yaron Werber, an
Piper Sandler analyst Christopher Other treatments have made less analyst at Cowen, says AbbVie has Boehringer Ingelheim Cyltezo July 1
Raymond called the guidance “about of a dent. Biosimilar alternatives to been paying about $9 billion in dis- Coherus BioSciences / CHRS Yusimry July 1
as upbeat as we could have hoped.” Sanofi’s (SNY) insulin product Lan- counts on Humira, a figure that in- Viatris / VTRS Hulio July
That’s good news for AbbVie, cer- tus account for 28% of the market for cludes rebates to PBMs as well as Novaris / NVS Hyrimoz July
tainly. But it also has broad implica- the drug, while competitors to Eli discounts to other channels, like
Pfizer / PFE Abrilada Second half of the year
tions for the larger drug market and Lilly‘s (LLY) Humalog, a different Medicaid. That means PBMs are in-
healthcare as a whole. Humira is just type of insulin product, have cap- centivized to give priority to the origi- Fresenius Kabi Idacio July
the first of a wave of successful, high- tured just 8% of market share. nal biologics on their list of drugs Teva Pharmaceutical Industries / TEVA AVT02 July 1, pending FDA approval
price biologics expected to face bio- For Humira’s competitors, these that are covered by insurance, posi- Sources: Cardinal Health; company reports
similar competition in the coming insulin drugs set a particularly worry- tioning them to hold a higher market
years, and its fate is seen as a bell- ing precedent: They’re the only cur- share than their upstart competitors.
wether. rent biosimilars that fall under insur- AbbVie says that for 2023, Humira two drugs for most consumers.) The similar manufacturers, meanwhile,
After Humira, the most significant ers’ pharmacy benefits—as Humira is a covered drug for 90% of insured company said it would make deci- seem to be tempering expectations as
biologic poised to be tested is does—rather than the medical benefits Americans. Meanwhile, the major sions about the other biosimilars as the challenges come into focus. “Am-
Merck‘s (MRK) cancer treatment that are applied when a treatment PBMs say they will take some, they launched. gen is definitely not emphasizing that
Keytruda, which brought in $20.9 must be administered by a doctor. though probably not all, Humira bio- Without any economic incentive, drug as much as they had been, as a
billion in sales last year; its first bio- When a drug is dispensed through similars. there’s little reason to think that bio- driver for them for their top line,”
similar challengers are expected in the pharmacy, PBMs play an enor- Even if PBMs do agree to include similars will be adopted by doctors Raymond tells Barron’s.
2028. Johnson & Johnson‘s (JNJ) mous role in determining its cost and Humira biosimilars on their formu- and patients. “On the financial level, For some in the biosimilar market,
Stelara, which treats some of the accessibility. In the case of biosimi- laries—the lists of drugs that insur- the only thing that is really motivat- this year is about positioning: getting
same conditions as Humira and cap- lars, that has so far manifested in ance agrees to cover—it isn’t clear ing us [to prescribe a biosimilar] is onto formularies and launching a
tured $9.7 billion in revenue in 2022, keeping prices relatively high. that patients will use them. Cigna the patient’s out-of-pocket cost,” says long, slow fight for market share.
is expecting competition later this Here’s how it’s playing out with (CI) and UnitedHealth Group Dr. Gary Feldman, a practicing rheu- “Our view is you’ve got to be in the
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

year. And Regeneron Pharmaceuti- Amgen‘s Humira competitor: The (UNH) say that their PBMs will put matologist in California and the pres- game in ’23 if you want to play in ’24
cals‘ (REGN) eye drug Eylea, with company says it will offer the drug to the biosimilars in the same category ident of the Coalition of State Rheu- and beyond,” said Paul Reider, chief
$6.3 billion in revenue last year, PBMs for two different U.S. list as Humira, meaning they won’t be matology Organizations. commercial officer of Humira biosim-
could face biosimilars in 2024. prices, $85,000 or so a year, or about any cheaper for patients. CVS The challenges for biosimilars are ilar maker Coherus BioSciences
If biosimilars fail to take hold, $40,500 a year (Humira is currently Health (CVS) told Barron’s that its multiplied by their development pro- (CHRS) at an investor conference in

Biosimilars Were Meant to Cut the Cost


there’s a risk that pharma companies priced at about $90,000 a year). PBM will cover Amgen’s Amjevita as cess. Unlike typical generics, which January.
could stop investing in new ones. Counterintuitively, the majority of “a nonpreferred specialty product,” are exact replicas of the drugs they And biosimilar makers, like the
That will leave the makers of the PBMs are expected to opt for the while Humira would remain pre- Biosimilars have compete with, biosimilars are, as rest of the pharma industry, are look-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

original biologics to extend their mo- steeper cost. That’s because the ferred. (A CVS spokesperson said had limited success their name suggests, a very close imi- ing anxiously ahead to the Inflation
disrupting drugs like

Of Drugs Like Humira. It Isn’t Working.


nopolies—and continue to gobble up higher price allows them to negotiate there would be “little to no differ- Lantus, an insulin tation. That makes them more com- Reduction Act, which will allow
nearly half of U.S. medicine spend- larger rebates from the drugmakers. ence” in out-of-pocket cost for the product from Sanofi. plicated and expensive to produce. It Medicare to negotiate certain drug
ing. also means the FDA requires their prices. (The first negotiated prices
Humira might be the biggest, but it makers to run time-consuming and will go into effect in 2026.) Some ana-
isn’t the first biologic to face competi- costly clinical trials before they can lysts say the law could be a boon to
tion. In the U.S., there are already 12 be approved and enter the market. biosimilars. It will exempt biologics
Data Science—despite the fact that other treatments contending with at If these hurdles stop the current that have competition from negotia-
AbbVie’s arthritis treatment Humira and other biologics account for they made up just 2% of all prescrip- least one biosimilar. And unlike tra- crop of biosimilars from capturing a tion, which could encourage biologic
almost half of annual U.S. drug spending—but just 2% of prescriptions. tions as of 2017, the most recent year ditional generics—which can cut profitable slice of the market, experts makers to cooperate with biosimilar
for which statistics are available. prices by more than 95% when sev- fear for the future of the category— manufacturers to get biosimilars on
But to the delight of AbbVie share- eral enter the market at once, accord- and ultimately, the ability to chal- the market sooner.
BY JOSH NATHAN-KAZIS the generic equivalent of complex holders, the consternation of health- ing to a Food and Drug Administra- lenge biologics and their outsize im- For the drugmakers—and the

T
treatments like Humira. The first, care reformers, and the surprise of tion study—the pricing power of pact on healthcare spending. healthcare system at large—hundreds
his was expected to be the Amjevita from Amgen (AMGN), was all, the theory that biologic competi- biosimilars varies. So far, overall “I am a bit nervous,” says Marta of billions of dollars ride on the suc-
year that Humira, Abb- launched in January; as many as tion would end Humira’s dominance costs per unit for the existing biosim- Wosi ska, a healthcare economist cess of the Humira challengers and
Vie‘s blockbuster seven more could arrive later this and undercut its price seems to be ilars and the biologics they target are and a visiting fellow at the USC- other biosimilars in the near-term
$90,000-a-year arthritis year. crumbling. down 18% to 50% since the biosimi- Brookings Schaeffer Initiative on pipeline. IQVIA said in a January
treatment and the best- Congress set the stage for this mo- Recent projections from AbbVie lars were launched, according to Health Policy. “What I worry about is report that savings attributed to bio-
selling biopharmaceutical ment a decade ago, when it passed suggest that its private negotiations IQVIA. that…[biosimilar] manufacturers similars over the next five years alone
in history, loses its choke- legislation creating a pathway to ap- with the middlemen who cut deals on Similarly, current biologics have might decide that some markets are could be more than $180 billion. That

Illustration by Sandro Rybak


hold on the healthcare system. proval for biosimilars. The idea was behalf of the insurers, known as had mixed success in finding a mar- just not worth it. And then we might outcome, however, rests on the ability
After more than 20 years, the pat- to create a lever to control the price of pharmacy-benefit managers, or ket. Remicade, a doctor-administered have fewer entrants in many markets, of these drugs to find a market. Wer-

Alex Flynn/Bloomberg
ents protecting AbbVie‘s (ticker: biologics, an expensive class of drugs PBMs, are going very well for Abb- drug from Johnson & Johnson used and potentially no entrants in some ber thinks that, ultimately, they will.
ABBV) cash cow expired at the be- grown from living cells. Biologics Vie, and significantly less well for the to treat a number of autoimmune markets at all.” “The reference drugs aren’t going
ginning of 2023. That opened the now account for 46% of total medi- biosimilars. In early February, the conditions, faces three biosimilars Analysts and insiders generally to completely go away,” Werber says.
door for a host of competitors known cine spending in the U.S., according company said it now expects U.S. that together hold 44% of the market, expect the Humira biosimilar market “But they will have to cede share and
as biosimilars, drugs that function as to the IQVIA Institute for Human Humira sales to drop 37% in 2023, according to IQVIA. A report from to take some time to shake out. Bio- price.” B
24 BARRON’S February 27, 2023

F U NDS Scoreboard: Fading in February


After a bullish January, stocks flagged, with the S&P down 1.91%. Rate fears also hit bonds, off
0.19%, and precious metals, down a whopping 4.81%. What’s up? Treasury funds, by 0.22%.
One Week Year-to-Date
U.S. STOCK FUNDS – 1.94% 6.21%
TOP SECTOR / General U.S. Treasury Funds 0.22 1.26

Fund Investors Start to


BOTTOM SECTOR / Precious Metals Equity Funds – 4.18 – 4.22
S&P 500 – 1.91 4.50
U.S. BOND FUNDS – 0.19 1.38
Bloomberg Barclays AGG Bond – 0.10 0.66

Get Proxy Voting Rights The Week's Top 25


Fund Investment
AQR Style Premia Al R6 / QSPRX
Objective
Abs Return
One Week
1.90%
Year-to-Date
6.9%
AQR Eqty Mkt Ntrl I / QMNIX Equity Mkt Neutral 1.66% 4.7%
Nuance Conc Val L/S Inst / NCLSX Alt Long/Short Eq 1.57 5.8
Fidelity Agri Prod / FARMX Industrials 1.53 0.9
AXS Mkt Neutral I / COGIX Equity Mkt Neutral 1.37 – 3.5
AQR Mgd Fut Str HV I / QMHIX Alt Mgd Futures 1.34 – 0.4
BY LEWIS BRAHAM have proxy control over every fund holding. PIMCO Extend Dur Inst / PEDIX Corp Debt BBB Rtd 1.33 4.9
BlackRock has been gradually allowing

T
Rydex Guggenheim MFS Ins / RYIFX Alt Mgd Futures 1.24 2.0
AQR Lng-Sht Eqty I / QLEIX Alt Long/Short Eq 1.19 6.4
he term “shareholder democ- similar choices for U.S. and foreign institu-
TCW Dev Mkts Equity I / TGDMX Emerging Markets 1.15 1.0
racy” is a bit of an oxymoron. tional investors since January 2022. Some ACR Intl Quality Ret I / IQRIX Intl Multi-Cap Value 1.00 14.0
When it comes to electing corpo- 95% of institutional stock index accounts AQR SLS Equity CA R6 / QNZRX Alt Long/Short Eq 1.00 6.8
US Glbl China Region / USCOX China Region 0.96 8.2
rate boards, Wall Street has al- are now eligible to control their own votes. Princeton Lng/Sht Trs I / PTAIX Alt Mgd Futures 0.94 – 0.3
ways been run as a plutocracy, with one Schwab announced a proxy pilot pro- AQR Mgd Futures Strat I / AQMIX Alt Mgd Futures 0.93 0.1
share—not one person—equaling one vote. gram for retail investors in the Schwab Conquer Rsk Def Bull / CRDBX Alt Multi-Strategy 0.91 6.7
Symmetry Pano Alt I / SPATX Alt Multi-Strategy 0.81 2.3
The wealthiest investors with the most 1000 Index fund (SNXFX), the Schwab Vanguard Mkt Neut Inv / VMNFX Equity Mkt Neutral 0.81 0
shares control companies. 1000 Index ETF (SCHK), and the Schwab Decathlon Mkt Ntrl Inst / DECIX Mix Tgt All Mod 0.80 1.5
Putnam Gl Health Cr A / PHSTX GL Health/Biotech 0.76 – 2.9
Historically, the average mutual or Ariel ESG ETF (SAEF) in October. State DFA LTIP Portfolio Inst / DRXIX Infl Protected 0.74 3.3
exchange-traded fund shareholder has fared Street Global Advisors, the third-largest Steward Eq Mk Neutral In / SMNIX Equity Mkt Neutral 0.74 – 4.7
even worse in this already unequal system, indexer, followed suit with its own pilot for AQR Alternat Risk Prm R6 / QRPRX Abs Return 0.71 4.0
AQR Div Strat I / QDSIX Alt Multi-Strategy 0.68 3.4
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

because fund management controls their institutional fund investors in December. Merger Fund Inst / MERIX Alt Event Driven 0.66 0.7
votes. Vanguard Group, BlackRock (ticker: While index-fund managers can spin
The Week's Bottom 10
BLK), Charles Schwab (SCHW), and other these programs as giving investors greater Fund Investment Objective One Week Year-to-Date
fund companies are looking to change that. control over their assets, they are also a Transam Cap Growth I / TFOIX Multi-Cap Growth – 7.15 14.4
Rydex Energy Svcs Inv / RYVIX Natural Resources – 6.98% – 0.6%
On Feb. 1, Vanguard announced it would be response to longstanding criticisms that Morg Stan I Growth A / MSEGX Multi-Cap Growth – 6.93 14.6
launching a pilot program for three of its indexers have too much power in corporate Bail Giff US EG I / BGGSX Multi-Cap Growth – 6.90 13.7
ETFs—Vanguard S&P 500 Growth boardrooms. Together, BlackRock, Van- Morg Stan Insight A / CPOAX Multi-Cap Growth – 6.41 15.8
Morg Stan I Disc A / MACGX Mid-Cap Growth – 6.40 14.7
(VOOG), Vanguard Russell 1000 guard, and State Street now manage about Morg Stan I Advtg I / MPAIX Multi-Cap Growth – 6.22 14.7
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

(VONE), and Vanguard ESG US Stock $20 trillion. As early as 2018, Vanguard AMG Veritas China N / MMCFX China Region – 5.85 1.3
Columbia Grtr China A / NGCAX China Region – 5.85 0.8
(ESGV)—that would allow retail investors founder Jack Bogle warned that corporate Matthews Asia Innvs Inv / MATFX Pacific Ex Japan – 5.81 1.7
some control over their votes this proxy control by the big three indexers doesn’t
The Largest 25
season, which usually begins in the spring. “serve the national interest” because they Assets 3-Year* 1-Week YTD
The new program will enable sharehold- were “reshaping corporate governance.” By Fund Investment (billions) Objective Return Return Return

ers to select one of four options for what to 2020, some critics were calling for letting American Funds Gro A / AGTHX $104.1 Large-Cap Growth 4.7% – 2.42% 8.3%
American Funds Bal A / ABALX $94.3 Mix Tgt All Gro 3.5% – 1.39% 1.4%
do with a fund’s proxy votes: vote the way shareholders control their own voting, and
Vanguard Wellington Adm / VWENX 92.6 Mix Tgt All Gro 3.8 – 1.29 1.5
Vanguard decides, vote with whatever cor- last year, Republican legislators attacked Fidelity Contrafund / FCNTX 87.4 Large-Cap Growth 5.0 – 1.71 6.1
porate management of the fund’s under- BlackRock for being too “woke.” Others Vanguard Tgt Ret2030 Inv / VTHRX 80.7 Mix-Asst Targ 2030 2.6 – 1.15 3.8
lying portfolio companies recommends, have said indexers routinely vote against Vanguard Tgt Ret2035 Inv / VTTHX 79.9 Mixed-Asset Target 2035 3.2 – 1.27 4.1
abstain from voting, or vote per advisor ESG-friendly shareholder proposals. American Funds Inc A / AMECX 77.9 Mix Tgt All Mod 4.7 – 1.00 0.8
Glass Lewis’ environmental, social, and “Clearly, ETF managers are coming Vanguard Tgt Ret2025 Inv / VTTVX 75.2 Mixed-Asset Target 2025 2.0 – 0.98 3.4
Fidelity SA US Tot Stk / FCTDX 73.1 Multi-Cap Core 8.3 – 1.80 5.6
governance–friendly recommendations. under political scrutiny, particularly in the
American Funds Wash A / AWSHX 72.6 Large-Cap Value 7.4 – 1.86 0.3
These options will apply only for the context of ESG—both how ESG ETFs are Dodge & Cox Stck I / DODGX Multi-Cap Value 10.1 – 2.04 4.3
71.0
funds’ largest 25 holdings. Proxy voting will constructed, as well as how fund managers American Funds EuPc R6 / RERGX 70.7 Intl Large-Cap Growth 1.9 – 1.93 6.0
be pro rata, meaning that the largest fund vote on ESG issues,” says Aniket Ullal, Vanguard Tgt Ret2040 Inv / VFORX 69.4 Mixed-Asset Target 2040 3.9 – 1.39 4.4
shareholders will control the most votes— CFRA’s head of ETF data and analytics. PIMCO Income Inst / PIMIX 68.7 Multi-Sector Inc 0.2 – 0.25 1.7
just as if they owned the stocks directly. Advances in technology and increased American Funds ICA A / AIVSX 68.4 Large-Cap Core 6.9 – 2.01 3.8
Vanguard Tgt Ret2045 Inv / VTIVX 65.1 Mixed-Asset Target 2045 4.5 – 1.48 4.8
“As an investor-owned asset manager, competition are also factors. This past June,
American Funds CIB A / CAIBX 62.8 Global Equity Income 3.5 – 0.95 1.4
Vanguard is uniquely positioned to partner BlackRock expanded proxy voting control Fidelity SA Core Inc / FIWGX 59.6 General Bond – 1.8 – 0.15 1.3
with individual investors on participation for its direct-indexing subsidiary Aperio. Its Vanguard PRIMECAP Adm / VPMAX 59.3 Large-Cap Core 6.9 – 1.98 4.2
in the proxy voting process,” wrote Van- private indexed accounts are customized to American Funds FInv A / ANCFX 58.8 Large-Cap Core 5.6 – 2.00 4.2
guard spokesman Netanel Spero in an suit individual investors’ ESG and tax pref- Dodge & Cox Income I / DODIX 56.4 Core Bond – 1.3 – 0.24 1.6
emailed statement to Barron’s. erences, and are now competing directly Vanguard Div Gro Inv / VDIGX 53.4 Equity Income 8.1 – 0.80 – 1.5
Fidelity Str Adv LgCp / FALCX 53.4 Large-Cap Core 0 – 1.83 5.2
The Vanguard pilot program mirrors one with ETFs and mutual funds.
Vanguard Tgt Ret2050 Inv / VFIFX 52.6 Mix-Asst Targ 2050 4.7 – 1.56 5.0
that rival BlackRock announced in Novem- Offering greater individual proxy vote American Funds NPer A / ANWPX Global Large-Cap Growth 5.7 – 2.00 6.7
51.1
ber for retail fund investors in the United customization in the ESG ETF space could
*Annualized 02/20/2020 to 02/23/2023. Through Thursday. Source: Lipper
Kingdom. In that case, shareholders will help stave off some of that competition. B
February 27, 2023 BARRON’S 25

I N C O M E I N V E ST I N G TECH TRADER
Bonds Are Slumping Justices and Algorithms:
Again. How to Play It Safe. Is the Internet at Risk?
BY CARLETON ENGLISH “Put another way, the recent spike in BY ERIC J. SAVITZ that the algorithms aren’t designed to
yields is not just about inflation,” he specifically show terrorist content, but

A A
reality check is hitting the bond adds. “Rather, it is a sign that investors re algorithms speech? That’s the rather to respond to whatever users al-
market: The economy could be are growing more risk averse.” core question now before the ready are watching. The same algo-
headed for a “no landing” sce- Given the uncertainty around inflation U.S. Supreme Court. The an- rithms, he noted, show cooking videos to
nario, prompting the Federal and the Fed’s rate plans, some strategists swer could throw the internet people interested in cooking, and Islamic
Reserve to pump the brakes harder than recommend playing it safe with debt such into chaos. State videos to people interested in Is-
previously anticipated. as six-month Treasury bills, now yielding Algorithms are simply rules used to lamic State.
The prospect of higher interest rates— 5.1%. That isn’t much of a positive “real” solve problems. Internet sites use them to Justice Elena Kagan laid out the Su-
the Fed’s primary policy tool to slow eco- yield, adjusted for inflation. But hold the determine what content you see on so- preme Court’s dilemma. “Every other
nomic growth and curb inflation—sent bills to maturity and you’re guaranteed cial-media services, such as Facebook industry has to internalize the costs of its
bonds into a tailspin in the past few that yield with no risk to principal, as- and TikTok, online stores Amazon.com conduct. Why is it that the tech industry
weeks. A recovery could be rocky in the suming the U.S. government doesn’t de- and Etsy, and content sites Netflix and gets a pass? A little bit unclear,” she said.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

months ahead. High-quality short-term fault. YouTube. Every site needs a way to figure “On the other hand, I mean, we’re a court.
debt, like Treasuries yielding 5%, may be “You get an excellent, high-quality out what to show you. If YouTube simply We really don’t know about these things.
a good way to ride out the volatility and short-duration asset, so you’re not ex- offered you the most recent content, you’d You know, these aren’t like the nine great-
earn positive total returns. posed to a lot of volatility, and the best get a random set of videos that you might est experts on the internet.”
Bond prices and yields move in oppo- forward-looking income we’ve had in a not want to watch. Eric Goldman, a professor at the
site directions, and the past few weeks decade,” says Ed Al-Hussainy, senior Algorithms cropped up this past week Santa Clara University School of Law
have been brutal as yields jumped. The interest-rate strategist at Columbia in oral arguments in two cases—Gonzalez and co-director of its High Tech Law
10-year Treasury yield started February Threadneedle. “That’s a pretty good deal v. Google and Twitter v. Taamneh—in Institute, says that headed into oral
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

at 3.39%. It recently traded at 3.94%, a big to be able to lock that in,” he adds. which families of individuals killed in arguments in the Google case he was
jump in a short time. Corporate debt yields more than attacks by Islamic State sued social-me- “extremely concerned that the justices
The headwinds have swept through Treasuries, though most bond funds dia platforms for surfacing Islamic State– would fully embrace the tech backlash.”
the market. The iShares Core U.S. have higher durations, or interest-rate related content to some users. Heading But he says the hearing went “much
Aggregate Bond exchange-traded fund risk, than T-bills. Vanguard Short- into the hearings, internet companies better than expected for Google and,
(ticker: AGG) was up 3.3% at the end of Term Corporate Bond ETF (VCSH), feared that justices would lever the cases by proxy, for the internet.”
January, including interest. It’s now up for instance, has a 30-day SEC yield of to rewrite Section 230, a provision in This was the first time the court has
just 0.6%, relinquishing nearly all of its 4.94%. But its average duration of 2.7 federal law that protects internet plat- heard a suit challenging Section 230, but
year-to-date gains. years makes it a bit riskier if rates keep forms from lawsuits over moderation of there will be others. In particular, as soon
The bond market seems worried that rising. The ETF, which tracks the content created by users. Websites cur- as 2024, the justices could review two tied
inflation isn’t cooling nearly fast enough Bloomberg U.S. 1-5 Year Corporate Bond rently can moderate heavily, or not at all, to state laws curbing social media’s ability
to reach the Fed’s comfort zone at a 2% Index, is ahead 0.4% this year, including and still not be liable. What’s unclear is to regulate conservative political speech.
annualized rate. The job market remains interest. whether Section 230 covers the use of Florida and Texas passed the laws,
vibrant, too, implying a “no landing” High-yield, or “junk,” bonds might algorithms to expose users to content. which have been challenged in courts.
scenario in which the economy defies look tempting with yields around 7.8% Can algorithms be considered content The Florida law was blocked on free-
the Fed’s efforts to slow growth. for funds such as iShares iBoxx High created by the platforms? If so, that would speech grounds, but the Texas law was
Moreover, the bond market is pricing Yield Corporate Bond (HYG). But the leave them outside the bounds of Section upheld. Eventually, the Supremes may
in inflation expectations beyond what the ETF poses considerable credit risk, and 230, which protects sites only from con- decide who’s right. Says Goldman: “This
data would suggest. Nicholas Colas, co- it’s a play on rates with an effective dura- tent created by third parties. In Tuesday’s could be a nuclear bomb for the internet.”
founder of DataTrek Research, points out tion of 3.9 years. It’s up only 0.8% this session, the justices and lawyers arguing Tom Romanoff, tech policy director at
that five-year Treasury yields are up by year, measured by total return. the case used the word “algorithm” 93 the Bipartisan Policy Center, a Washing-
74 basis points since mid-January (a basis Some strategists see little to gain with times. Both the court’s left and right wings ton, D.C., think tank, says “the smart
point is 1/100th of a percent). Yet five- dicey corporate debt. “Don’t go too far generally seemed skeptical that algorithms money” thinks the justices will pass the
year inflation expectations have increased down in credit quality; you will have a fall outside the law’s protection. cases back to lower courts or perhaps split
by only 0.43 of a percentage point. better opportunity to get in later,” says Justice Clarence Thomas, who previ- the vote. But he also believes that the cur-
The bigger jump in yields suggests Brian Rehling, head of global fixed- ously said he was looking for a case to rent litigation has “opened the Pandora’s
that investors are demanding higher income strategy at Wells Fargo Invest- consider changes to Section 230, grilled box” on potential regulation of algorithms.
inflation-adjusted rates of return, he says. ment Institute. B the plaintiff’s side on whether it matters For the web, more risks lie ahead. B
26 BARRON’S February 27, 2023 February 27, 2023 BARRON’S 27

Q&A An Interview With Simon Powell


Global Head of Thematic Research, Jefferies
“China is on the verge of becoming the Saudi Arabia of electric-vehicle batteries.”
Simon Powell

A Trend Spotter
[168.Hong Kong]. Some may look ing as a social negative potentially think possible. Because of China’s Zero
cheap trading at single-digit price/ restricting people from getting mar- Covid policies and Xi’s political direc-
earnings multiples, but they are cheap ried. I’d be cautious on videogame tion, a lot of long-only investors exited
for a reason. stocks. China in 2021-22. There has been an
The standout sectors [to own] are influx lately because of the China re-
related to aging—teeth, eyes, and Where else should investors be opening, but investors are saying they

Sizes Up China’s
knees—although you need to find wary of policy shifts? don’t want to “own” China anymore,
companies with good-enough margins. The education stocks also warrant just “rent” it. There is a structural shift
They won’t get massive pricing power caution. They have rebounded after from being invested long term to tak-
because every so often, the Communist being badly beaten up [when the gov- ing a more tactical approach.
Party will say glasses, for example, are ernment cracked down on after-school

Baby Bust
too expensive. Take a look at Modern tutoring companies]. I don’t think the How should investors mitigate the
Dental Group [3600.Hong Kong] and government has changed its mind on risk of a Taiwan-oriented crisis?
EuroEyes International Eye Clinic trying to bring down the cost of living, Make sure you aren’t overweight
[1846.Hong Kong], a big chain of opti- because it has gotten expensive for the China and are overweight defense
cians. These large franchises exist in average Chinese family and could [military] stocks, and think about
developed markets but are just start- keep people from having kids. which stocks could benefit from such
ing to be a thing in China. The government knows the demo- an event. It’s hard to insulate a portfo-
BY RESHMA KAPADIA billion now. Yet, I still meet investors graphic situation has far-reaching lio from a full-on conflict, but you

S
who equate Asia with growth—with What other areas benefit from the implications, given Xi’s aims of re- mitigate some of the risk.
imon Powell’s perch in a young population and growing aging population? turning China to great-nation status. For example, you could expect seri-
Hong Kong has given him prosperity. Robotics and artificial intelligence, If Xi wants to militarily be a strong ous sanctions [in a crisis], and there is
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

a front-row seat to trends Many people don’t realize how the because the Chinese working popula- power, does he have enough people to likely to be a shift away from Chinese
unfolding in the region— world has changed in the past two de- tion is going to shrink faster than peo- put into the Chinese army? That’s an supply chains. BYD [1211.Hong Kong]
trends with investment im- cades with regard to birthrates, demo- ple realize. China is already a big buyer issue [Russia’s Vladimir] Putin is fac- is the largest electric-vehicle vendor in
plications, such as China’s graphics, and shifting population of industrial robots, and that will con- ing right now. the world in terms of number of units
population decline and new structure. The pandemic intensified tinue. Industrial-robot companies are shipped. Electric vehicles, batteries,
geopolitical risks. existing trends. The shortage of suit- economically sensitive, however, be- Geopolitics is another megatrend. panels, and semiconductors are im-
Powell, global head of thematic re- ably skilled workers for jobs around cause the first place CEOs will cut What does it mean for investors? portant for developed markets for the
search for Jefferies, says that investors’ the world has highlighted that people capital spending is in the automation Investors are underestimating how next five years. China is on the verge
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

long-held view of Asia’s population as quietly have been retiring early, and of new lines. Investors should consider serious the Chinese spy balloon situa- of becoming the Saudi Arabia of EV
young and on the rise needs an update. fewer people are entering the work- domestic automation companies like tion is. It just adds fuel to already neg- batteries. Are the U.S. and Europe
While investors sometimes have dis- force. That has implications not just for Wuxi Lead Intelligent Equipment ative attitudes in Washington, D.C., going to allow that to happen? The
missed megatrends as too long term to economic growth but also corporate [300450.China], Shenzhen Inovance and could lead to further anti-China Inflation Reduction Act says no. You
affect near-term investment decisions, earnings in terms of higher wage bills. Technology [300124.China], Estun policies and legislation. As a result, want alternatives to China suppliers.
now is the time, he argues, to pay at- In China, investors need to bake in Automation [002747.China], Leader companies might find they have sup-
tention to China’s demographic strug- much lower expectations for long-term Harmonious Drive Systems ply chains they need to give up in a Are batteries the new chips in
gles and rising tensions with the U.S. gross-domestic-product growth. [688017.China], and Shanghai Bao- hurry—and not just for solar [panels a U.S.-China Cold War?
Barron’s spoke with Powell on Feb. sight Software [600845.China]. and other equipment] and semicon- If you look at the valuations of China’s
13, while he was on vacation in Eng- What is behind China’s ductor chips, but everything. Large Contemporary Amperex Technol-
land, about the implications of China’s demographic challenges? How will Chinese policy makers multinationals such as the auto mak- ogy [300750.China] and BYD, it’s as if
baby bust, why electric-vehicle batter- China is in this position because of the respond to the demographic ers are already de-risking, but small China has won the battle and
ies could be the next front in the battle One Child policy introduced in 1980. crunch? and midsize enterprises think this will cornered the market. Warren Buffett’s
between China and the West, and how The birthrate fell below the replace- I expect the government to do things blow over. I’m not sure it will. Berkshire Hathaway [BRK.A] has
to mitigate the risk of a possible con- ment rate in 1994 and [the population like not promoting people unless they If I were advising the U.S. govern- started to sell some of its BYD shares.
flict over Taiwan. An edited version started to shrink] in 2022. The policy, have children. Women’s rights are ment, I’d say the China economic That seems like a smart move because
of the conversation follows. which ended in 2015, caused a massive being clamped down. We’ve seen cash threat isn’t as big as you think because there could be a scenario in which the
imbalance in gender at birth. From payments for having babies elsewhere, China is in a far worse economic and U.S. and Europe say they’re not going
Barron’s: What megatrends should 1983 until recently, there was a pre- average man, [many] women said they hold formation peaked seven years first- and second-tier cities going side- as in Australia, but the Communist demographic position than people to allow China to dominate.
investors pay more attention to? dominance of boys. That affects the couldn’t find a suitable man to marry. ago. Japan’s property sector peaked in ways, and falling elsewhere. Party views free money as decadent. realize. But when leaders struggle There is tremendous growth in EVs
Simon Powell: Investors tend to marriage rate 25 years later, which is 1999, just when we saw population Also, a shrinking population sug- The Chinese government is acutely economically at home, it is easier to in China, but you also want a foot in
ignore demographics because the why marriages have peaked. If you had What do these demographic issues shrinkage there. The Chinese property gests one should have a cautious view aware of this demographic time bomb. blame others. There is already a rise the camp of emerging alternatives that
changes are glacial. We see the num- girls, you educated them [since they have to do with the recovery in market isn’t about to fall in a heap this of consumer-staples stocks that inves- It is behind policy actions, including in nationalist thinking in China. are going to try to take share. You can
ber of humans peaking between now were only children], creating an educa- China’s equity market? year because there’s enough wiggle tors love, such as Yum China Hold- the videogame clampdown in 2018 see a geopolitical scenario where the
and 2050, then declining quickly from tion mismatch across China. With One of the biggest issues for Chinese room for the government to help. In ings [ticker: YUMC], China Mengniu and 2019 that caused the share price Does that mean increased risk U.S. says [companies] have to buy
there. China’s population will fall to women much more educated than the equities is whether the government Japan, property prices slid every- Dairy [2319.Hong Kong], China Re- of Tencent Holdings [700.Hong related to a conflict over Taiwan? batteries from somewhere else.
700 million to 800 million people by can kick-start the property sector. where but Tokyo. It could play out like sources Beer Holdings [291.Hong Kong] to contract significantly. Chi- It does. Geopolitics are going to be
the end of the century, from about 1.4 Photograph by OLIVIA HARRIS Who is the incremental buyer? House- that in China, as well, with prices in Kong], and Tsingtao Brewery nese leader Xi Jinping sees videogam- messy for a lot longer than investors Thanks, Simon. B
28 BARRON’S February 27, 2023 February 27, 2023 BARRON’S 29

MARKET WEEK
February 20 through February 24, 2023
day moving average of about 3940—a key Energy stocks saw a particularly strong
European Trader P. 31 Power Play P. 34 technical level that can act as support or selloff, with hedge funds reducing their tilt
Emerging Markets P. 31 Charting the Market P. 35 resistance in a rally or downturn. A break to the sector by a collective 2.2 percentage
Striking Price P. 32 Winners & Losers P. 36 below that would put the next support level points in the quarter. That’s after the group
Commodities P. 33 Research Reports P. 37 around 3800, says Lerner, a chartered mar- returned more than 60% in 2022—only to
Inside Scoop P. 34 Statistics P. 38 ket technician. decline 4% so far this year.
13D Filings P. 34 The S&P 500’s 5% pullback over the past Within 45 days of the end of each quar-
month still leaves it with a multiple of about ter, hedge funds must report their portfolio
17.5 times forward earnings. The year-to- holdings to the Securities and Exchange
date rally has been driven entirely by valua- Commission on a regulatory form known
tion expansion, with forecasted profits down as a 13F. The Goldman review includes
over the same span. That multiple is about holdings of 758 hedge funds, which were
MARKET PERFORMANCE DASHBOARD equal to its average over the past decade, but worth a combined $2.3 trillion at the start
with considerably more uncertainty—and of this year.
higher interest rates—today. Although growth stocks have become
Dow Jones Industrials S&P 500 Nasdaq Composite S&P SmallCap 600 Index
The technical uptrend in the 10-year more popular among hedge funds, health-

32,816.92
52-wk: -3.65% YTD: -1.00% Wkly: -2.99%
3970.04
52-wk: -9.46% YTD: +3.40% Wkly: -2.67%
11,394.94
52-wk: -16.79% YTD: +8.87% Wkly: -3.33%
1247.72
52-wk: -4.81% YTD: +7.79% Wkly: -2.71%
Treasury note’s yield remains intact. At
3.95% Friday, it has bounced off its 200-day
moving average twice early in 2023, and
care was their greatest collective overweight,
relative to the Russell 3000. Some 20% of
their holdings were in the sector at the end
could soon retest its October high of 4.23%, of 2022, versus 15% of the benchmark index.
Lerner says. That would only add to the And even though the funds pared them in
2%
valuation pressure on stocks. the fourth quarter, industrials remained in
Nowhere to Hide Comeback Time The fundamentals and technicals seem second place, with about a four-percentage-
Stocks endured a broad slump that hit Stocks opened in the green on Thursday, 1 to agree: At current levels, the S&P 500 point overweight.
all 11 sectors of the S&P 500 on Tuesday.
A pair of dour outlooks from Walmart
and Home Depot raised concerns.
only to fall below break-even by midday.
A last-hour rally helped the S&P 500 to
avoid a five-day losing streak.
Heating Up
The Fed’s preferred inflation gauge rose
0
simply isn’t that compelling. There might
be better value down the market-cap scale,
where small- and mid-cap indexes are still
Hedge funds’ largest allocation was to
tech stocks, at nearly 21% of holdings, less
than the Russell 3000’s 24% weighting in
IBKR charges
above their 50-day moving averages and the sector. The biggest underweight: con-
faster than expected in January, data
showed on Friday. December inflation
-1 valuations are cheaper. sumer staples, at four percentage points less
margin loan rates 1
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

was also revised higher. Stocks sold off than the index.
to close another losing week. -2 Dissecting Hedge Fund Trades Among individual stocks, the top new

-3
Hedge funds tilted toward growth sectors
and away from cyclical and value-oriented
areas of the market during last year’s
buy in the quarter—judged by the increase
in the number of hedge funds that owned
the stock—was Activision Blizzard
from
Close Reading fourth quarter, setting them up for a (ticker: ATVI). Funds are betting that the
On Wednesday, investors parsed the minutes
from the Fed’s latest policy meeting. Officials
-4 strong start to 2023. The Russell 3000
Growth index has added more than 7%,
videogame maker’s shares will close the
gap with the $95 per-share price Microsoft 5.08% to 6.08%
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

are determined to tighten until inflation is year to date, versus a 2% rise for the in- (MSFT) has agreed to pay for the company.
-5
vanquished. Stocks turned lower following dex’s value subset. Activision shares traded in the $70s in the
the afternoon release. Funds increased their net tilt to con- period, with the deal facing antitrust scru-
-6 sumer-discretionary stocks by 3.3 percent- tiny in the U.S. and abroad.
Tuesday Wednesday Thursday Friday Close age points in the period, the largest change Other top buys among hedge funds in the
Source: Barron’s Statistics in any sector, and lifted their exposure to last three months of 2022 were Coupa Soft- The best-informed investors
communication services and info tech, Gold- ware (COUP), Dominion Energy (D), Do-

S
man Sachs strategist Ben Snider wrote this cuSign (DOCU), and Dick’s Sporting choose Interactive Brokers
tock indexes closed an- trade,” referring to a bullish prediction uary core inflation and an upward revi- past week. They cut net tilts to energy, in- Goods (DKS). Since 2002, the stocks in that

THE TRADER other losing week in a


downbeat February, as
investors continue to
made by hedge fund manager David
Tepper in 2010 that the economy
would improve or the Fed would ease,
sion to the December figure.
The Dow Jones Industrial Average
lost ground for a fourth straight week,
dustrials, materials, and financials. basket—a group the Goldman analysts call

debate the path of the boosting the market either way. Today, falling 2.99%. The Nasdaq Composite
economy and monetary the choice is between a weaker econ- slid 3.33%, and the S&P 500 fell 2.67%.
Vital Signs
Friday’s Week’s Week’s Friday’s Week’s Week’s
policy. It’s a decidedly omy that brings down inflation but also Without the weight of fundamental

Any Way
Close Change % Chg. Close Change % Chg.
muddled outlook for the market from a hits corporate profits, dragging down evidence in one direction or the other, it DJ Industrials 32816.92 -1009.77 -2.99 Barron’s Future Focus 859.82 -30.60 -3.44

fundamental perspective, with an equal asset prices, or a stronger economy that pays to check what the charts are say- DJ Transportation 14629.01 -506.86 -3.35 Barron’s Next 50 2312.72 -98.39 -4.08

You Slice It,


DJ Utilities 928.44 -25.17 -2.64 Barron’s 400 978.12 -22.94 -2.29
amount of data on the bullish and bear- BY forces the Fed to tighten even more to ing. The S&P 500 stormed out of the
ish sides of the ledger. NICHOLAS tame inflation, also dragging down gate in 2023, rising nearly 9% in Janu-
DJ 65 Stocks
DJ US Market
11095.39
974.95
-347.77
-27.03
-3.04
-2.70 NYSE Advances
Last Week
776
Week Earlier
1,659
ibkr.com/compareus
Stocks Still
Information can be interpreted as JASINSKI asset prices. ary and notching a 17% gain from its NYSE Comp. 15464.46 -375.70 -2.37 Declines 2,469 1,593
good news or bad news, depending on This past week’s numbers gave in- mid-October low. That coincided with a NYSE Amer Comp. 4253.04 +100.08 +2.41 Unchanged 48 54

Don’t Look
one’s proclivities and time frame—a vestors plenty to fret about: Purchasing decline in bond yields as traders bet on S&P 500 3970.04 -109.05 -2.67 New Highs 136 240

stronger economy now could just mean managers’ indexes came in stronger a quicker end to rate hikes.
S&P MidCap 2600.68 -65.44 -2.45 New Lows 78 32 Trading on margin is only for sophisticated investors with
S&P SmallCap 1247.72 -34.80 -2.71 Av Daily Vol (mil) 4,007.9 3,928.6
more Fed tightening and a harder fall than expected, personal income and Since then, jobs and inflation have high risk tolerance. You may lose more than your initial investment.
Cheap
Nasdaq 11394.94 -392.33 -3.33 Dollar (Finex spot index) 105.26 103.86
into recession later, after all. spending surged in January, consumer come in hot, and bond yields have re- Value Line (arith.) 9201.26 -268.94 -2.84 T-Bond (CBT nearby futures) 123-28 125-25 Member - NYSE, FINRA, SIPC – [1] Margin Loan rate as of 2/7/2023. IB calculates the interest charged
It’s a dynamic that Truist Advisory sentiment rose to its highest reading in sumed their climb. The S&P 500 is Russell 2000 1890.49 -55.87 -2.87 Crude Oil (NYM light sweet crude) 76.32 76.34 on margin loans using the applicable rates for each interest rate tier listed on its website. Rates shown
Services Co-Chief Investment Officer more than a year, and Friday-morning down more than 5% in February, clos- DJ US TSM Float 40126.40 -1120.32 -2.72 Inflation KR-CRB (Futures Price Index) 267.15 267.57 apply to IBKR Pro clients only. Rates subject to change. For additional information on margin loan rates,
Gold (CMX nearby futures) 1808.80 1840.40 see ibkr.com/interest. 02-IB23-1597-HP
Keith Lerner calls the “reverse Tepper data showed hotter-than-expected Jan- ing Friday at 3970, just above its 200-
30 BARRON’S February 27, 2023

Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*

Oil & Gas 0.47%


Basic Materials 0.09
–2.45 Financials
–2.62 Consumer Goods
–2.72 Telecommunications
–2.74 Utilities
–2.77 Health Care
–2.83 Industrials

HEALTH CARE SECTOR OF


–2.94 Technology
–4.13 Consumer Services

THE S&P 500 IN ONE ETF the “Rising Stars”—have outperformed their
Source: S&P Dow Jones Indices

hood that if the economy weakens further


sector by an average of 0.59 of a percentage and earnings projections fall, the dividend
Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
point in the following quarter. payment drops, too.
The reverse trade also has worked: Stocks Home Depot (HD), McDonald’s (MCD),
An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a with the greatest decline in the number of and Darden Restaurants (DRI), which are
prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the hedge fund shareholders in a quarter have all exposed to lower consumer spending,
prospectus carefully before investing. trailed their sector peers by 0.60 of a per- have payout ratios of 52%, 58%, and 62%,
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 centage point over the next quarter. In the respectively. Southern Copper (SCCO) has
results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply. fourth quarter, the “Falling Stars” included a 79% ratio, and its profits could drop if the
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

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. Alnylam Pharmaceuticals (ALNY), Home price of copper falls. Dow (DOW), a diversi-
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust. Depot (HD), JPMorgan Chase (JPM), Mi- fied materials maker, has an 88% ratio.
crosoft, and Amazon.com (AMZN). These companies could maintain their
Despite that, Microsoft and Amazon re- dividends if a recession is only mild. Even if
main at the top of Goldman’s “Hedge Fund profits drop, they could use balance-sheet
VIP” basket, which includes the stocks most cash to maintain their payments while
frequently found in hedge funds’ top-10 awaiting a recovery, especially if the Fed
holdings. They are followed by five other stops hiking rates soon. None of the compa-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

familiar names: Meta Platforms (META), nies responded to requests for comment.
Alphabet (GOOGL), Visa (V), Uber Tech- “Dividend cuts would be much more
nologies (UBER), and Apple (AAPL). likely in a hard-landing scenario,” says Ed
Those are all strong performers—only Yardeni, president of Yardeni Research, re-
Alphabet is behind the market this year. ferring to an outcome in which the Fed lifts
rates to reduce inflation and sends the econ-
Dividends in Danger omy into a deep recession.
Intel is cutting its dividend. In a treacher- Even without a hard landing, lesser-qual-
ous environment for markets, more compa- ity companies with high payout ratios could
nies could do the same. be candidates to cut dividends—especially
On Wednesday, Intel (INTC) slashed its those with heavy debt loads.
payout 66%, to an annual 50 cents a share. VF Corp. (VFC), the $9.8 billion maker of
Intel has lost market share for chips to Ad- brands like North Face and Timberland, has
vanced Micro Devices (AMD) and strug- an 86% payout ratio and just under $5 bil-
gled to meet Wall Street’s earnings targets. lion of net debt, about 3.3 times analysts’
Weak PC demand is hurting profits. expectation of 2023 earnings before interest,
Other companies are also facing chal- tax, depreciation, and amortization, or
lenges, and more dividend cuts may be on Ebitda, of $1.4 billion. The S&P 500’s aggre-
the way. Analysts’ aggregate 2023 earnings- gate net debt-to-Ebitda ratio is 1.2 times. If
per-share estimate for S&P 500 companies VF’s profit forecast drops, it may need to
has dropped by about 10.5% in the past year, prioritize its lenders over shareholders.
according to FactSet. Kohl’s (KSS) isn’t in the S&P 500, but it’s
To find potential dividend cuts, we in the same boat. The $3.3 billion depart-
screened the 115 S&P 500 companies with ment store has a 66% payout ratio. Its net
expected 2023 payout ratios—the percentage debt of $4.13 billion is about 2.6 times ex-
of earnings paid to shareholders in divi- pected 2023 Ebitda, and it may also need to
dends—above 50%. (The average is 31.5%.) prioritize its lenders. VF and Kohl’s both
A higher payout ratio means a higher likeli- declined to comment. — Jacob Sonenshine
February 27, 2023 BARRON’S 31

EUROPEAN TRADER E M E R G I N G M A R K E TS
British Cigarette Maker Sanctions Against Russia
Is Rolling Out Products May Be Getting Started
BY CALLUM KEOWN stock-buyback announcement. BAT said BY CRAIG MELLOW its civilian economy, as cash from last
the board has decided to take a “prag- year’s record oil and gas exports was

B V
ritish American Tobacco is matic approach” to prioritize strengthen- ladimir Putin famously overesti- funneled directly into the military and
a sleeping giant of the United ing its balance sheet. mated his military might before security services. Automobile production
Kingdom stock market that may The market was expecting a buyback invading Ukraine a year ago. cratered by two-thirds in 2022. Retail
be about to wake up. of £1 billion to £2 billion, Gallagher said. And many in the West overesti- sales fell by at least 9%. Low official un-
The U.K.’s FTSE 100 Index is trading He noted the positive commentary around mated the strength of their retaliatory employment figures exclude nearly three
at record highs, closing above 8,000 new-category revenue and said the bank’s economic sanctions. “We will bring about million workers on “unpaid leave.”
points for the first time in its history analysts remain “committed buyers” of the the collapse of the Russian economy,” And the real sanctions have just
earlier this month. British American To- shares. He has a £40 price target on the French finance minister Bruno Le Maire started. The European Union, former top
bacco’s (ticker: BATS.UK) total return of stock, 26% above Wednesday’s close. declared last March. customer, stopped buying Russian crude
6,891% since the index launched in 1984 Revenue and earnings look set for solid That hasn’t happened yet. Russian oil last December and refined products
is the largest of any original constituent growth in the coming years. The tobacco gross domestic product contracted by this month. Crude seems to be finding
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company, according to FTSE Russell data. giant reported revenue of £27.7 billion in 2.3% in 2022, the International Monetary alternative buyers in India and China, and
The stock has blown hot and cold in 2022, and analysts expect that to rise to Fund estimates. Hardly a collapse. Putin at prices above the $60 “cap” decreed by
recent years, though. Shares are down £28.8 billion this year and £30 billion in keeps escalating his war without appar- the G-7 Western alliance. Ribakova and
30% over five years—but that might be 2024. Profit is estimated to rise from 371.4 ently worrying about the bill. “If the goal colleagues estimate an average of $74 per
about to change. The company is building pence a share last year to 392.3 pence in of sanctions is to stop the war, they aren’t barrel since the EU embargo took effect.
an impressive portfolio of alternatives to 2023 and 417.5 pence next year. BAT’s achieving it,” says Alexander Gabuev, a Refined products, which accounted for
cigarettes, while a pending regulatory Vuse vapor brand is one of its trump cards. senior fellow at the Carnegie Endowment a quarter of Russia’s energy exports last
decision over its Vuse Alto vaping prod- The company said in 2022 that it had be- for International Peace. year, may prove less fungible, however.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

uct could provide a near-term catalyst. come the market leader in the U.S., the Beneath their ringing rhetoric, sanc- Putin himself crippled the natural gas
Another big reason to hold the stock world’s largest vapor market. tions architects were careful about cur- trade—worth $108 billion, or another
amid these uncertain macroeconomic But Vuse is also holding the stock back. tailing Russia’s massive raw materials third of Moscow’s 2022 energy haul—by
times: the company’s attractive 7.4% divi- Vuse Alto is pending market authorization exports. The U.S. has laid off imposing cutting European sales. With tougher
dend yield. Quarterly dividends are also from the U.S. Food and Drug Administra- “secondary sanctions” on India and other price-cap enforcement, total oil and gas
paid to holders of BAT’s American de- tion. New legislation passed in March 2022 places where the Russia trade is burgeon- revenue could fall by more than half this
positary shares (BTI). requires companies to submit a premarket ing. “The lesson is that sanctions have year, Ribakova says.
BAT owns cigarette brands including tobacco-product application, or PMTA, to limited effect when the target is very im- Economic sanctions have proven they
Camel, Lucky Strike, Pall Mall, and Dun- keep vaping products on the market. portant to the global economy,” says can work in the longer term. Iran’s econ-
hill as well a range of vapor and heated Two other Vuse products—Vibe and Christopher Granville, head of global omy shrank by nearly two-thirds from
tobacco products. The London-listed Ciro—were authorized last year, but their political research at TS Lombard. 2012 to 2020, according to T. Rowe Price
company, founded in 1902, has more than menthol variants were denied last month. Putin and his technocrats were pre- research. Russians’ real incomes (offi-
52,000 employees worldwide and oper- If Vuse Alto gets the green light from paring for this moment at least since cially) shrank by 7% in the seven years
ates across more than 180 countries. regulators, it could be a significant cata- 2014, when Russia first bit off a chunk following 2014, even though Western
There were plenty of positives to take lyst for the stock. While there is uncer- of Ukraine. They ran budget surpluses, sanctions then were relatively mild.
from the tobacco giant’s full-year earn- tainty about U.S. cigarette demand and built up reserves, and designed a dupli- If Putin wants to drain his country of
ings earlier in February, despite declining the Vuse Alto regulatory decision, the cate interbank network that cushioned its last ruble to fight on in Ukraine, he
cigarette volumes in the U.S. The com- current valuation incorporates “much of the blow of being cut off from the global can likely do that for years. But if he, or
pany said it expects its “new category” those downside risks,” says J.P. Morgan SWIFT payment messaging system. “If a successor, wants to return Russia to
segment—which includes vapor, heated analyst Jared Dinges. SWIFT had been cut off in 2014, their some hope of prosperity, they will have
tobacco, and oral tobacco products—to be The stock is cheap, trading at 7.5 times domestic messaging system would have to get sanctions lifted, and negotiate ac-
profitable in 2024, a year ahead of sched- estimated 2024 earnings, compared with collapsed,” says Elina Ribakova, deputy cordingly.
ule. The unit is also on track to meet the industry average of 9.93, according to chief economist at the Institute of Inter- “We’re degrading Russia’s capacity to
BAT’s target of five billion pounds ster- FactSet. national Finance. “This time, their do- do harm from here on out,” says Edward
ling ($6 billion) in revenue by 2025. BAT has an appealing dividend yield mestic system managed to function.” Fishman, a former State Department
But the share price reaction was nega- amid tough economic conditions, and at It’s way too early to call sanctions a sanctions official now at Columbia’s Cen-
tive, which Deutsche Bank analyst Gerry best there’s plenty of upside ahead, if failure, however. Russia’s moderate GDP ter on Global Energy Policy. “And what’s
Gallagher attributed to the lack of a investors can see through the smoke. B decline masks more profound damage to the alternative: Business as usual?” B
32 BARRON’S February 27, 2023

T H E ST RIKING PRIC E
There is nothing specifically dangerous about
0DTE options, even if they have facilitated poten-
tially unhealthy levels of aggressive speculation.

Zero-Dated Options Are Equity Options


CBOE Volatility Index The Equity-Only Put-Call Ratio

Not the Threat Many Fear VIX Close VIX Futures


37
Put-Call Ratio S&P 500 Index
300

245
30

BY STEVE SOSNICK aged returns on short-term wagers with 190


Chief strategist at Interactive Brokers finite expenditures.
That said, options trading offers a signif-

A
23
seemingly new product has op- icant advantage over sports or casino bet- 135
tions markets buzzing. So-called ting: In an honest casino or a sporting
Zero Days to Expiration, or match, the bettors have no ability to influ- 16 80
“0DTE,” options, have spurred ence the outcome on the field or at the table. M A M J J A S O N D J F M A M J J A S O N D J F
historic trading volumes alongside a wave An imbalance of bettors makes the rou- Daily Values Source: CBOE Source: McMillan Analysis Corp.
of concerned commentary. Any financial lette wheel no more likely to end on red or
innovation brings a rightful share of con- black. But if enough traders buy call options
cerns, but these new contracts are evolu- in sufficient quantities, they can push mar- SPX Skew NDX Skew
tionary, not revolutionary. kets in their desired direction. A wave of Implied volatility % Implied volatility %
It’s more like the casinos opened a new aggressive call buyers can force those who 14% 12%
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

set of tables rather than introduced truly sold the options to hedge by buying the 13 11
new games. Remember, every option even- underlying stocks or ETFs. In the extreme,
12
tually becomes zero-dated on expiration this can become a feedback loop of positive 10
day. What differs is the frequency of expira- momentum, creating a microburst of vola- 11
9
tions, not the expirations themselves. tility. (The reverse can happen with puts, 10
Weekly expirations were first listed in but it rarely does. Speculators prefer calls.) 8
9
2005, and there have been thrice-weekly The preferred strategy is deceptively 7
8
expiries in leading index and exchange- simple. Traders, hoping for a rally, load up
6
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

7
traded-fund options since 2016. It was on slightly out-of-the-money calls expiring
inevitable that Tuesdays and Thursdays that afternoon. In the case of the SPDR 6 5
would be added to the mix, creating a full S&P 500 ETF (ticker: SPY) or the Invesco M A M J J A S O N D J F M A M J J A S O N D J F
slate of daily expirations. QQQ Trust (QQQ), the options are struck Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy

When the Cboe Options Exchange an- at a dollar or two above the current price 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.
nounced its intention to fill in the expiration of the ETF. In the morning, these might be
calendar, it acknowledged that as of last worth about 90 cents. If the ETF quickly
February, 46% of options volume was made rallies above the strike, the trader may be Week’s Most Active
up of contracts expiring in five days or less. able to sell the call for $1.40 or more, yield- Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio

The trend toward ever-shorter options has ing a high-double digit percentage return. Arbe Robotics ARBE 13180 9177 4003 120 97 109.8
Terran Orbital LLAP 48492 41194 7298 740 94 65.5
been under way for quite some time. There When there is sufficient momentum, the PROG PRG 11279 6675 4604 212 71 53.2
is nothing specifically dangerous or system- traders can roll the proceeds of their profit- CVRx CVRX 5320 3879 1441 216 93 24.6
ically risky about 0DTE options, even if able trades into the next strike, hoping to Sigma Lithium SGML 21563 16955 4608 1520 42 14.2
iBio IBIO 18294 11620 6674 1392 98 13.1
they have facilitated potentially unhealthy repeat their success. If the strategy fails, the Ambrx Biopharma AMAM 19449 13182 6267 1692 41 11.5
levels of aggressive speculation. calls finish out of the money, worthless. Mister Car Wach MCW 4762 2241 2521 420 84 11.3
The new daily expirations made little stir These are the fastest-decaying options and Anywhere Real Estate HOUS 8317 1695 6622 772 55 10.8
TransMedics TMDX 6303 2840 3463 688 7 9.2
when first listed last April, yet have recently represent a significant hurdle for buyers.
Bandwidth BAND 13267 2410 10857 1748 59 7.6
become a sensation. The reason is surpris- It is doubtful that the original propo- Brink’s BCO 3365 1104 2261 452 35 7.4
ingly simple. Markets were falling through- nents of exchange-traded options could Rent-A-Center RCII 12642 6676 5966 1716 51 7.4

out most of 2022 but have been rallying expect that a poorly understood niche prod- Travere Therapeutics TVTX 12687 4812 7875 1744 0 7.3
Euronav EURN 10222 10106 116 1468 92 7.0
sharply for most of this year. Speculators uct would eventually become a mainstream FIGS FIGS 60911 5389 55522 8676 95 7.0
are more active when markets rise, and they tool with tens of millions of contracts TrueCar TRUE 3239 111 3128 460 18 7.0
adopted the new tools available to them. changing hands daily. But they knew what Cerevel Therapeutics CERE 6428 3456 2972 1036 8 6.2
Tegna TGNA 11776 2927 8849 2332 21 5.0
Much of the recent popularity of options calls and puts were, and they knew that Sprout Social SPT 7999 2323 5676 1660 26 4.8
speculation occurred when sports gamblers every option eventually has zero days to
recognized that short-term options trading expiration. 0DTE options are simply the 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
has a similar payoff structure. Options and newest way to make options trading more 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
sports bets both offer the potential for lever- accessible—nothing more, nothing less. B Ratio is the Tot Vol divided by Avg Tot Vol. IV %ile is how expensive the options are on a scale from 0 to 100. Source: McMillan Analysis
February 27, 2023 BARRON’S 33

  
COMMODITIES TO ADVERTISE, CALL 1-800-366-3975

LEGAL NOTICES

Russia’s War Didn’t Bring AB PRIVATE CREDIT INVESTORS CORPORATION


Notice of Offer to Purchase for Cash
Up to 1,215,453.85 Shares of its Common Stock
at a Purchase Price Per Share of Common Stock Equal to
Exhibit (a)(5)(A)

Commodities Squeeze its Net Asset Value per Share as of March 31, 2023
THE OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT 5:00 P.M., NEW YORK CITY TIME, ON
March 31, 2023, UNLESS THE OFFER IS EXTENDED OR WITHDRAWN.
AB Private Credit Investors Corporation, an externally managed, non-diversified, closed-end management
investment company that has elected to be regulated as a business development company under the
Investment Company Act of 1940, as amended (the “Fund”), is offering to purchase for cash up to
1,215,453.85 of its shares of common stock, par value $0.01 per share (the “Shares”), at a price per Share
equal to the Fund’s net asset value per Share as of March 31, 2023 (the “Purchase Price”).
If stockholders would like the Fund to purchase their Shares within the limits more fully set forth in the
Fund’s Offer to Purchase, dated February 24, 2023 (the “Offer to Purchase”), and the related Notice of

BY MYRA P. SAEFONG energy to Europe, he says, but its role in REACH Intent to Tender (the “Notice of Intent,” and together with the Offer to Purchase, as each may be amended
or supplemented from time to time, 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
the European energy market has “signifi-
SERIOUS

R
written materials relating to the Offer be provided to them. These written materials, which will be sent at
no expense to the stockholder, include the Offer to Purchase and a Notice of Intent to Tender. A tendering
ussia is a key supplier of many cantly diminished since last year,” with stockholder must complete, sign, and mail (certified mail return receipt requested is recommended), fax,
major commodities, but supply
issues weren’t quite as catastrophic
energy produced by Russia having to
travel farther to Asia.
INVESTORS. email or hand deliver the Notice of Intent to the Fund’s agent specified therein, so that it is received before
the Expiration Date stated below.
Stockholders who desire to tender Shares for purchase must do so by 5:00 p.m., New York time on March 31,
2023 (such date, as it may be extended, the “Expiration Date”). All determinations as to the receipt of notices
as some had expected following its The war also showed that “food security from stockholders 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
invasion of Ukraine a year ago. is an issue that supersedes other security Barron’s Classifieds
Fund or its designated agents, and any such determination will be final.
The purpose of the Offer is to provide liquidity to stockholders because the Shares are not listed on any
“Given Russia’s vast amount of natural concerns,” with the U.S., Europe, and their is where our readers securities exchange. The Offer is not conditioned upon the tender of any minimum number of Shares or any
financing condition.
resources, the impact on the commodity allies extending “extraordinary efforts to discover opportunities The Fund is offering to purchase up to 2.5% of the weighted average of the number of Shares outstanding
during the three-month period ended December 31, 2023 (the “Quarterly Tender Cap”). The Fund is not
sector from the war in Ukraine remains ensure that grain export activities remain in real estate, business required to purchase any tendered Shares in excess of the Quarterly Tender Cap and, therefore, the Fund is
material,” says Jeremy Thurm, senior uninterrupted, contrasting with other investments, corporate not required to purchase any tendered Shares to the extent those Shares are, in the aggregate, in excess of
1,212,453.85. In accordance with rules promulgated by the Securities and Exchange Commission (the “SEC”),
aircraft, yachts, fine cars the Fund may increase the number of Shares accepted for payment in the Offer by up to, but not more than,
credit research analyst at Aegon Asset sanction efforts,” says Kung. and so much more. 2% of the outstanding Shares without amending or extending the Offer.
Management. After a year, however, a Aegon’s Thurm points out that for the It is anticipated that the purchase of Shares tendered by a stockholder will be a taxable transaction for U.S.
federal income tax purposes. Participating stockholders should consult their tax advisor regarding specific tax
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“variety of other factors such as redirected most part, Russia hasn’t stopped producing implications, including potential federal, state, local and foreign tax consequences.
Until the Expiration Date, stockholders have the right to withdraw any tenders of their Shares by giving
trade flows, lack of sanctions, China’s commodities. Some regions have stopped proper notice to the Fund. Shares withdrawn may be re-tendered before the Expiration Date by following the
tender procedures. If the Fund has not yet accepted a stockholder’s tender of Shares on or prior to April 21,
Covid lockdowns, and a warmer-than- importing certain Russian commodities, 2023 (i.e., 40 business days from the commencement of the Offer), a stockholder will also have the right to
withdraw their tender of Shares after such date.
expected winter have all muted the initial notably with the U.S., continental Europe, Please note that just as each stockholder has the right to withdraw its tender, subject to the applicable
rules of the SEC, the Fund has the right to cancel, amend or postpone this Offer at any time before the
impact the war had on commodity prices.” and the United Kingdom cutting off pur- Expiration Date.
For information on
Following Russia’s Feb. 24, 2022, inva- chases of Russian seaborne oil, and Europe 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 Purchase and is incorporated herein by reference. The
advertising, call
sion of Ukraine, it wasn’t just oil prices that prohibiting imports of steel originating in 1.800.366.3975 or email
information provided herein is qualified entirely by the more detailed information contained in the Offer
to Purchase. The Offer to Purchase contains important information that should be read carefully before
rallied. Russia is among the world’s biggest Russia, he says. That has affected supply to advertising@barrons.com 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 Purchase and the related Notice
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

palladium producers, and U.S. prices for those regions, but commodities are largely of Intent. 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.
the metal from just before the invasion to ending up in “redirected global trade flows pQuestions and requests for assistance may be directed to the stockholder’s financial advisor or to Bernstein
at (212) 486-5800.
their 2022 price peak rose by more than via imports of Russian material by coun-
20%. Newcastle coal prices on ICE Futures tries such as China, India, and Turkey.”
Europe almost doubled, while European Also, Russia’s materials industry has
benchmark natural gas nearly tripled. been mostly “spared from sanctions,” given
Many commodity prices skyrocketed in concerns around the impact that would
the first months of the invasion, but “since have on global supply chains, says Thurm.
the supply impacts have been digested by The lack of sanctions related to palladium
the markets, the impact has been less than “speaks to the size of Russia’s output rela-
would have been expected at the beginning tive to global demand and how dependent
of the war,” says Yon Perullo, CEO of invest- the world is on Russian supply.”
ment risk management firm RiXtrema. “The For commodities that were sanctioned
world is learning to deal with the lack of by the European Union—such as oil, coal,
Russian commodities.”
Over the past 12 months, as of Feb. 21,
steel, iron, and gold—the restrictions ha-
ven’t had a lasting impact on supply and SMALL SPACES.
U.S. palladium prices have dropped about
35%. Aluminum on the London Metal
demand, he says, with several large coun-
tries still accepting Russian commodities.
BIG OPPORTUNITIES.
Exchange, as well as European bench- All told, the more “lasting impact” of the
mark natural gas and U.S. copper and war is the change in the “global trading Barron’s Classifieds is where our readers discover opportunities in
wheat prices, have also declined. relationship,” says Kung, adding that given real estate, business investments, corporate aircraft, yachts, fine
“While the impact of the war on com- China’s link to Russia, it may incur more cars and so much more.
modity prices have been limited, it did trade barriers associated with concerns
trigger some profound changes toward over Russia. “Limiting supply-and-demand For information on advertising, call 1.800.366.3975
energy policy and flow of commodities,” choices through trade barriers will likely or email advertising@barrons.com
says Darwei Kung, head of commodities result in a more fragmented commodity
and a portfolio manager at DWS Group. market and higher prices for all of the con-
Russia has been a major provider of sumers across the commodity complex.” B
34 BARRON’S February 27, 2023

IN SIDE SC OOP
investment policies, or other fac- POWER PLAY
tors.” AutoNation stock has surged

Loeb Turns
nearly 30% so far this year.

Decreases in Up the Heat


PayPal’s Outgoing CEO Holdings
Peabody Energy (BTU) On B&BW
Dan Schulman Buys Stock
Elliott Management reduced its
position in the coal producer to
21,367,103 shares. Without citing a BY CARLETON ENGLISH
reason, Elliott sold 1,657,897 Pea-

F
body Energy shares on Feb. 16 and or years, it seemed that
Feb. 17 at per share prices of $28.63 Bath & Body Works
BY ED LIN type of business has a cloudy outlook to $29.92. Elliott now holds a 14.9% could do no wrong.

P
in the face of rising interest rates. interest in the company and re- The largely mall-based
ayPal Holdings stock has Meanwhile, continuing supply-chain mains its largest shareholder. Pea- purveyor of soaps and candles was
lost all of its gains from the disruptions, exacerbated by Russia’s body stock is about flat so far in a bright spot in the portfolio of
pandemic era, when home- invasion of Ukraine, is another factor PayPal Holdings 2023, but in the past 12 months, predecessor company L Brands,
bound shoppers used its hurting e-commerce sales. CEO Dan Schul- shares have tacked on more than consistently delivering double-digit
services to buy online. The Schulman paid $2 million on Feb. man, who is retir- 60%. On Valentine’s Day, Peabody sales gains. But less than two years
financial-services com- 17 for 26,065 PayPal shares, an aver- ing before the end reported fourth-quarter revenue into being a stand-alone company,
pany’s outgoing president age price of $76.17 each. According of the year, pur- and earnings that topped consen- Bath & Body Works (ticker: BBWI)
and CEO Dan Schulman just bought to a filing with the Securities and chased $2 million sus estimates. “[Due] to our strong is facing a proxy battle as shares
$2 million worth of its stock. Exchange Commission, Schulman worth of the operating results and financial con- tumbled over 90% in the past year.
PayPal stock (ticker: PYPL) soared now owns 395,351 PayPal shares. financial-services dition,” the company’s CEO, Jim It wasn’t supposed to be this
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to as high as $310.16 in late July 2021. Schulman declined to comment company’s stock. Grech, said, “we are actively ad- way. Activist Third Point amassed
Shares now trade in the $70 range— on his stock purchase. dressing the remaining require- more than a 6% stake in the retailer
even lower than the intraday lows of He last bought stock on the open ments to implement a shareholder- late last year in an engagement that
2019, which were in the $80s. PayPal market a year ago, when he paid $1 return program.” In November, seemed to begin cordially enough.
had foreseen the drop in demand as the million for 7,994 shares, an average Peabody said such a program In an investment update earlier this
Covid-19 pandemic subsided, but none per share price of $124.57. would be proportionate to cash- month, Third Point said it planned
of its actions could help the stock hold Schulman’s latest stock purchase flow generation, and include divi- to continue speaking with manage-
the line. A push into cryptocurrencies came about a week after he announced dends and share buybacks. ment and the board about improv-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

last year was ill-timed, as Bitcoin and his retirement from PayPal, set to ing margins and transforming into
other cyptos slumped. PayPal bought occur before the end of the year. News MasterCraft Boat Holdings a global, direct-to-consumer brand.
buy-now-pay-later firm Paidy for $2.7 of his departure overshadowed the (MCFT) But the relationship soured pub-
billion in late 2021, but in general that company’s fourth-quarter report. B Coliseum Capital Management licly this past week when Third
cut its stake in the powerboat man- Point said in a letter to B&BW that
ufacturer to 1,135,516 shares. Coli- shareholder representation is “ur-
seum Capital sold 337,589 Master- gently” needed on the board after
Craft Boat Holdings shares from a “series of serious corporate gover-

Activist Holdings chases to 46,896,689 from 65,538,144 at


the time of Cascade’s last 13G filing.
Cascade’s ownership stake in Auto-
Feb. 10 through Feb. 17 at prices
ranging from $32.50 to $35.05
apiece. Following the sales, Coli-
nance failures.” Third Point espe-
cially took issue with the $18 mil-
lion pay package awarded to Sarah
AutoNation (AN) Nation now stands at 21%, up from seum Capital owns 6.4% of Master- Nash, who chairs the board, while
Through a technicality, Bill Gates’ 15%. Because it now owns more than Craft Boat Holdings’ stock. Shares she served as interim CEO in 2022.
These disclosures are
investment vehicle, Cascade In- the threshold 20%, Cascade must re- from 13Ds filed with have risen 30% year to date. It also said the company “hastily”
vestment, has filed a Schedule 13D port its stake and transactions on the the Securities and announced Hershey (HSY) Chief
Exchange Commission.
form for his ownership in the car 13D form, which is more detailed than 13Ds are filed within
Herc Holdings (HRI) Financial Officer Steve Voskuil as
retailer. Gates, a co-founder of the 13G. Activist investors are re- 10 days of an entity’s Icahn Capital trimmed its interest a director this week, and accused
Microsoft, is the sole member of quired to use the 13D form, while pas- attaining more than in the equipment-rental company to the board of operating in “triage
5% in any class of a
Cascade, which owns 9,871,303 sive investors file ownership on the company’s securities. 2,439,520 shares. Icahn Capital sold mode.” Third Point plans to nomi-
AutoNation shares. Cascade’s Auto- 13G form. Gates has signaled he wants Subsequent changes 491,461 Herc shares from Feb. 10 nate a slate of directors.
Nation share count hasn’t changed to remain a passive investor by noting in holdings or inten- through Feb. 17 at prices ranging B&BW said it’s “unfortunate”
tions must be re-
since it filed an amended Schedule that he intends to be only “decreasing ported in amended from $144.67 to $153.56 each. Icahn that Third Point is taking this tack
13G on Feb. 11, 2022, but its owner- or increasing...ownership interest... filings. This material is Capital now holds 8.4% of Herc’s and that it will review the fund’s
from Feb. 16 through
ship percentage stake has risen. depending upon subsequent changes Feb. 22, 2023. Source:
tradable stock and holds three seats nominations “in due course.” While
AutoNation has reduced its shares to market conditions, developments VerityData (verity- on its board. Herc stock has gained Third Point is no stranger to proxy
outstanding through share repur- affecting [AutoNation], their general platform.com) some 6% so far in 2023. battles, it has been almost five years
since it last waged one. Right now,
it appears ready to fight. B
February 27, 2023 BARRON’S 35

CHARTING THE MARKET


A graphic look at selected stock activity
for the week ended February 24, 2023
Edited by Bill Alpert

NVIDIA Carvana Adobe Beyond Meat


NVDA (NASD) • $232.86 • 18.98 CVNA (NYSE) • $8.01 • -3.36 ADBE (NASD) • $320.54 • -36.31 BYND (NASD) • $18.88 • 1.14
“AI is at an inflection point,” said CEO Jensen Weak demand hit December-quarter sales by 24%, News reports said the Justice Department may The plant-based meat maker reported a less-than
Huang, as the chip maker beat January quarter- with a $7.61 a share loss. Analysts forecasted a seek to block Adobe’s $20 billion buyout of design expected quarter loss of $1.05 a share, on a 21%
earnings forecasts and raised 2023 sales guidance. $1.02 loss. Carvana will cut $1 billion in costs. software firm Figma. Europe may object, too. sales drop. J.P. Morgan maintained a Sell rating.

Stock Price $ Stock Price $ Stock Price $ Stock Price $


291 272 591 105
254 218 527 86
217 164 463 67
180 110 399 48
143 56 335 29
106 2 271 10

Volume in Millions Volume in Millions Volume in Millions Volume in Millions


376 472 54 46
188 236 27 23
0 0 0 0
FM A M J J A S O N D J F FM A M J J A S O N D J F FM A M J J A S O N D J F FM A M J J A S O N D J F

Morningstar Autodesk Wayfair Teladoc Health


MORN (NASD) • $207.09 • -30.91 ADSK (NASD) • $192.53 • -27.45 W (NYSE) • $37.43 • -14.36 TDOC (NYSE) • $27.04 • -3.03
Cash earnings per share fell 61% in the data pro- Revenue rose 9% in the design software firm’s The online furniture seller’s December-quarter loss Although December-quarter revenue rose 15%, the
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

vider’s December quarter to 58 cents a share, as January quarter, with $1.86 a share in earnings. But of $1.71 a share was wider than anticipated. Active telemedicine provider reported a loss of $23.49 a
revenue rose 3%. Weak debt markets hurt. April quarter guidance was lighter-than-expected. customers fell by 19%. Inventory bulged. share, mostly on writedowns. Guidance was weak.

Stock Price $ Stock Price $ Stock Price $ Stock Price $


298 291 251 126
278 265 206 105
258 239 161 84
238 213 116 63
218 187 71 42
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

198 161 26 21

Volume in Millions Volume in Millions Volume in Millions Volume in Millions


2 14 68 138
1 7 34 69
0 0 0 0
FM A M J J A S O N D J F FM A M J J A S O N D J F FM A M J J A S O N D J F FM A M J J A S O N D J F

Moderna Palo Alto Networks Unity Software Lucid Group


MRNA (NASD) • $139.26 • -27.34 PANW (NASD) • $186.63 • 17.35 U (NYSE) • $29.61 • -10.06 LCID (NASD) • $8.51 • -2.42
Good news on a cancer vaccine failed to offset The network security software vendor’s revenue December-quarter sales topped expectations for Orders fell for the company’s luxury electric cars. It
disappointment as December-quarter product rose 26% in its January quarter. Cash earnings of the supplier of video-game design software, but its foresees about half the 2023 production that bulls
revenue fell 30% on waning sales of Covid vaccine. $1.05 a share beat expectations for 78 cents. loss of 82 cents a share was double the forecast. expected, and may need to raise cash this year.

Stock Price $ Stock Price $ Stock Price $ Stock Price $


283 215 129 34
249 198 107 28
215 181 85 22
181 164 63 16
147 147 41 10
113 130 19 4

Volume in Millions Volume in Millions Volume in Millions Volume in Millions


76 50 122 322
38 25 61 161
0 0 0 0
FM A M J J A S O N D J F FM A M J J A S O N D J F FM A M J J A S O N D J F FM A M J J A S O N D J F

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.
36 BARRON’S February 27, 2023

W I N N E R S & LO S E R S
Saturday Inbox: Sign up for the
Market Lab Newsletter every Saturday
at Barrons.com/newsletters

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
AmbrxBio(AMAM) 101167 5.03 +1.78 +54.8 KimbellTigerA(TGR) 1264 1325.5 10.44 +0.03 ActiniumPharm(ATNM) 8800 610.2 9.26 –4.50 IndusRealty(INDT) 3104 2287.0 66.38 +3.07
Manitowoc(MTW) 3230 18.10 +3.74 +26.0 SculptorAcqnIA(SCUA) 4148 958.1 10.38 +0.01 CoreMoldingTech(CMT) 304 159.7 17.10 +0.65 CVRx(CVRX) 10368 1949.2 10.88 –6.32
QuadGraphics(QUAD) 1369 5.17 +0.91 +21.4 FastAcqnII A(FZT) 2228 612.4 10.14 +0.02 CentrusEnergy(LEU) 872 91.7 48.66 +6.31 UFP Inds(UFPI) 19697 1842.2 85.04 –1.82
N-able(NABL) 2043 12.26 +2.13 +21.0 SouthportAcqnA(PORT) 859 470.7 10.31 +0.02 CheniereEnerPtrs(CQP) 1584 91.3 50.92 +2.24 SignalHillA(SGHL) 456 1813.0 10.33 +0.02
RangeResources(RRC) 44343 28.26 +4.86 +20.8 AfricanGoldA(AGAC) 3720 442.9 10.19 +0.04 IssuerDirect(ISDR) 53 80.3 26.01 –1.09 OtterTail(OTTR) 12819 1752.7 70.93 –0.29
NaviosMaritime(NM) 695 2.70 +0.45 +20.0 TrineIIAcqnA(TRAQ) 1872 425.6 10.42 +0.06 CheniereEnergy(LNG) 12683 74.2 157.77 +12.90 IntuitiveMachinesA(LUNR) 15138 1456.2 24.00 –16.70
AMC Ent(AMC) 207416 6.20 +0.96 +18.3 ScullyRoyalty(SRL) 110 409.3 8.05 –0.70 GencorInds(GENC) 102 49.1 13.42 +0.56 ChengheAcqnA(CHEA) 436 705.7 10.47 +0.04
SelectQuote(SLQT) 9978 2.43 +0.37 +18.0 BcoSantMex(BSMX) 2179 341.9 6.61 –0.01 FriedmanInds(FRD) 125 37.1 11.38 –0.50 SciPlay(SCPL) 4956 634.4 16.36 +0.16
ZipRecruiter(ZIP) 12246 331.7 17.35 –6.46 AltisourceAsset(AAMC) 48 36.7 41.40 +0.79 LionheartIII A(LION) 644 599.0 7.44 +0.84
Losers Manitowoc(MTW) 3230 289.8 18.10 +3.74 AdamsRscs(AE) 227 34.0 58.06 +0.08 Consilium I A(CSLM) 1889 583.8 10.28 +0.01
Name (Sym) Volume Close Change %Chg.
BatteryFutureA(BFAC) 1003 276.5 10.39 +0.03 IvanhoeElectric(IE) 1257 31.1 14.17 –1.06 TenXKeaneAcqn(TENK) 857 545.8 10.28 +0.02
Carvana(CVNA) 90494 8.01 –3.36 –29.6 RyersonHolding(RYI) 2991 273.1 34.83 –6.86 inTEST(INTT) 197 30.4 14.87 –0.19 BurTechAcqnA(BRKH) 6247 461.1 10.28 +0.01
Wayfair(W) 46443 37.43 –14.36 –27.7 LearnCWInvtA(LCW) 826 256.2 10.25 –0.01 Electromed(ELMD) 76 22.2 13.20 –0.17 FTACZeusAcqnA(ZING) 1644 457.8 10.18 0.00
ZipRecruiter(ZIP) 12246 17.35 –6.46 –27.1 Domino's(DPZ) 7697 255.8 297.47 –59.89 CompX Intl(CIX) 25 19.9 18.91 –0.35 GlobalinkInvt(GLLI) 764 454.8 10.29 +0.01
UnitySoftware(U) 73938 29.61 –10.06 –25.4 OrionEngCarbons(OEC) 4819 245.0 25.30 +1.33 EVI Industries(EVI) 122 15.1 20.74 +0.14 CounterPressA(CPAQ) 569 449.9 10.33 +0.01
ESSTech(GWH) 5449 1.73 –0.58 –25.1 VivintSmartHome(VVNT) 25662 242.4 11.49 –0.40 HPX A(HPX) 109 12.3 10.21 +0.19 TravelCenters(TA) 5916 389.3 84.37 +0.15
AnywhereRealEst(HOUS) 11859 6.18 –1.98 –24.3 NorthAmConstr(NOA) 508 237.6 16.79 +0.45 HNR Acqn(HNRA) 45 4.1 10.40 +0.02 ApreaTherap(APRE) 208 389.0 5.10 –1.82
Cazoo(CZOO) 819 2.49 –0.76 –23.4 Medifast(MED) 1918 234.3 109.99 –5.32 InfuSystems(INFU) 159 3.1 9.42 –0.38 ApellisPharm(APLS) 22853 382.0 66.69 +11.20
F45Training(FXLV) 1831 2.19 –0.60 –21.5 KeysightTech(KEYS) 12408 231.4 157.81 –27.97 EvolutionPetrol(EPM) 834 –2.5 6.46 +0.19 NubiaBrandA(NUBI) 933 380.8 10.38 +0.03
CS Disco(LAW) 4719 228.4 6.59 –1.57 MAG Silver(MAG) 1888 –3.5 11.55 –1.05 BlueOceanA(BOCN) 1208 378.9 10.39 +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. FordMotor(F) 239055 11.88 –1.01 –7.8 TimberPharm(TMBR) 55796 2.65 +0.62 +30.5 Tesla(TSLA) 659915 196.88 –11.43 –5.5
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

TimberPharm(TMBR) 55796 2.65 +0.62 +30.5 TerranOrbital(LLAP) 235210 2.70 +0.90 +50.0 Tellurian(TELL) 52284 1.56 +0.05 +3.3 NVIDIA(NVDA) 262982 232.86 +18.98 +8.9
Nuburu(BURU) 1695 4.58 +0.78 +20.5 PalantirTech(PLTR) 221984 8.09 –1.11 –12.1 iBio(IBIO) 50494 1.20 –0.28 –18.9 Intel(INTC) 253381 25.14 –2.47 –8.9
CentrusEnergy(LEU) 872 48.66 +6.31 +14.9 AMC Ent(AMC) 207416 6.20 +0.96 +18.3 B2Gold(BTG) 34811 3.32 0.00 0.0 BedBath(BBBY) 228032 1.53 –0.28 –15.5
Mallinckrodt(MNK) 237 8.99 +1.14 +14.5 NIO(NIO) 175942 9.30 –0.89 –8.7 UraniumEner(UEC) 26926 3.54 –0.37 –9.5 Amazon.com(AMZN) 218975 93.50 –3.70 –3.8
CheniereEnergy(LNG) 12683 157.77 +12.90 +8.9 SouthwesternEner(SWN) 140217 5.56 +0.59 +11.9 DenisonMines(DNN) 17021 1.20 –0.11 –8.4 AdvMicroDevices(AMD) 217343 78.09 –0.41 –0.5
AmShrHosp(AMS) 99 3.50 +0.27 +8.4 Transocean(RIG) 131390 6.75 –0.26 –3.7 Zomedica(ZOM) 16976 0.24 –0.02 –8.8 Apple(AAPL) 213576 146.71 –5.84 –3.8
ContangoOre(CTGO) 15 24.00 +1.44 +6.4 BankofAmerica(BAC) 131129 34.21 –1.14 –3.2 AsensusSurg(ASXC) 16450 0.81 –0.16 –16.9 ContextLogic(WISH) 212120 0.51 –0.24 –32.4
SifcoInd(SIF) 8 3.69 +0.20 +5.8 Alibaba(BABA) 127802 89.00 –11.01 –11.0 GranTierraEner(GTE) 15224 0.86 +0.03 +4.0 VascularBiogenics(VBLT) 169288 0.14 +0.00 +1.2
ItauUnibanco(ITUB) 120269 4.89 –0.26 –5.0 CheniereEnergy(LNG) 12683 157.77 +12.90 +8.9 FaradayFuture(FFIE) 162640 0.56 –0.03 –5.2
Losers AT&T(T) 107501 19.24 –0.20 –1.0 AultAlliance(AULT) 12578 0.12 –0.01 –5.5 Lucid(LCID) 144274 8.51 –2.42 –22.1
Name (Sym) Volume Close Change %Chg.
Ambev(ABEV) 106593 2.55 +0.03 +1.2 Globalstar(GSAT) 12473 1.15 –0.09 –7.3 Alphabet A(GOOGL) 142211 89.13 –5.22 –5.5
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

ActiniumPharm(ATNM) 8800 9.26 –4.50 –32.7 Carnival(CCL) 106386 10.59 –0.70 –6.2 Senseonics(SENS) 11283 0.98 –0.15 –13.3 LuminarTech(LAZR) 128114 8.35 +1.59 +23.5
GeniusGroup(GNS) 8351 4.45 –1.40 –23.9 LumenTech(LUMN) 105150 3.56 –0.37 –9.4 RingEnergy(REI) 10580 2.10 –0.01 –0.5 Alphabet C(GOOG) 120546 89.35 –5.24 –5.5
CanFiteBiopharm(CANF) 247 2.64 –0.50 –15.9 CreditSuisse(CS) 102949 3.00 –0.02 –0.7 EquinoxGold(EQX) 9425 3.44 –0.25 –6.8 Canoo(GOEV) 117227 0.73 –0.15 –17.1
ArenaGroup(AREN) 118 8.09 –1.48 –15.5 Vale(VALE) 102447 16.33 –0.69 –4.1 ActiniumPharm(ATNM) 8800 9.26 –4.50 –32.7 WarnerBrosA(WBD) 104620 15.55 +0.12 +0.8
BK Tech(BKTI) 25 3.21 –0.53 –14.2 AmbrxBio(AMAM) 101167 5.03 +1.78 +54.8 NewGold(NGD) 8675 0.88 –0.05 –5.5 Microsoft(MSFT) 104055 249.22 –8.84 –3.4
Cel-Sci(CVM) 465 2.61 –0.43 –14.1 GinkgoBioworks(DNA) 97792 1.47 –0.27 –15.5 SatixFyComms(SATX) 8614 1.21 –0.09 –6.9 OpendoorTech(OPEN) 97636 1.60 –0.41 –20.4
Oragenics(OGEN) 42 4.92 –0.71 –12.6 NuHoldings(NU) 90904 4.94 –0.05 –1.0 GeniusGroup(GNS) 8351 4.45 –1.40 –23.9 MetaPlatforms(META) 96786 170.39 –2.49 –1.4
PalatinTech(PTN) 295 2.71 –0.39 –12.6 Uber(UBER) 90738 33.40 –1.37 –3.9 Ur-Energy(URG) 7510 1.05 –0.09 –7.9 AmerAirlines(AAL) 92783 15.56 –0.80 –4.9

Nasdaq Biggest % Movers By Dollar Volume By Dollar Volume


Name (Sym) $ Volume Close Change %Chg.
By Dollar Volume
Name (Sym) $ Volume Close Change %Chg.
Name (Sym) $ Volume Close Change %Chg.
Winners CheniereEnergy(LNG) 1964126 157.77 +12.90 +8.9 Tesla(TSLA) 130722084 196.88 –11.43 –5.5
Alibaba(BABA) 11793790 89.00 –11.01 –11.0
Name (Sym) Volume Close Change %Chg.
BerkHathwy A(BRK.A) 8868763461705.00 –5667.79 –1.2 TimberPharm(TMBR) 157658 2.65 +0.62 +30.5 NVIDIA(NVDA) 58190480 232.86 +18.98 +8.9
BridgerAerospace(BAER) 41794 7.90 +3.68 +87.2 B2Gold(BTG) 113394 3.32 0.00 0.0 Apple(AAPL) 31591526 146.71 –5.84 –3.8
Linde(LIN) 8440652 347.66 +26.14 +8.1
MeihuaIntlMed(MHUA) 217 35.80 +9.79 +37.6 ActiniumPharm(ATNM) 98421 9.26 –4.50 –32.7 Microsoft(MSFT) 26180914 249.22 –8.84 –3.4
HomeDepot(HD) 7323912 296.66 –21.29 –6.7
EliemTherap(ELYM) 211 3.52 +0.82 +30.4 UraniumEner(UEC) 96304 3.54 –0.37 –9.5 Amazon.com(AMZN) 20224059 93.50 –3.70 –3.8
Walmart(WMT) 6095935 142.47 –3.97 –2.7
TravereTherap(TVTX) 15116 22.30 +4.48 +25.1 iBio(IBIO) 85640 1.20 –0.28 –18.9 AdvMicroDevices(AMD) 16891179 78.09 –0.41 –0.5
Block(SQ) 6084076 77.36 +2.34 +3.1
LuminarTech(LAZR) 128114 8.35 +1.59 +23.5 CheniereEnerPtrs(CQP) 80575 50.92 +2.24 +4.6 MetaPlatforms(META) 15867260 170.39 –2.49 –1.4
ExxonMobil(XOM) 5972536 110.75 –0.53 –0.5
Lantheus(LNTH) 7526 72.41 +12.69 +21.2 Tellurian(TELL) 79215 1.56 +0.05 +3.3 Alphabet A(GOOGL) 12550752 89.13 –5.22 –5.5
UnitedHealth(UNH) 5494174 484.33 –14.75 –3.0
RemitlyGlobal(RELY) 9440 14.19 +2.43 +20.7 ImperialOil(IMO) 57146 49.97 –0.23 –0.5 Alphabet C(GOOG) 10960322 89.35 –5.24 –5.5
J&J(JNJ) 5462137 155.97 –4.42 –2.8
ApellisPharm(APLS) 22853 66.69 +11.20 +20.2 GeniusGroup(GNS) 41656 4.45 –1.40 –23.9 Netflix(NFLX) 9874291 317.15 –30.81 –8.9
JPMorganChase(JPM) 5323738 140.93 –1.31 –0.9
Losers Visa(V) 4807373 219.55 –4.01 –1.8 CentrusEnergy(LEU) 41382 48.66 +6.31 +14.9 PaloAltoNtwks(PANW) 8834296 186.63 +17.35 +10.2
Name (Sym) Volume Close Change %Chg. BankofAmerica(BAC) 4488920 34.21 –1.14 –3.2 EnergyFuels(UUUU) 38023 6.56 –0.50 –7.1 Intel(INTC) 6521654 25.14 –2.47 –8.9
Boeing(BA) 4303269 198.15 –13.51 –6.4 EquinoxGold(EQX) 33740 3.44 –0.25 –6.8 Adobe(ADBE) 5583132 320.54 –36.31 –10.2
FulcrumTherap(FULC) 11362 5.66 –6.51 –53.5
TaiwanSemi(TSM) 4278340 88.11 –1.99 –2.2 MAG Silver(MAG) 22672 11.55 –1.05 –8.3 CoinbaseGlbl(COIN) 5092636 58.44 –6.76 –10.4
NektarTherap(NKTR) 25313 1.49 –1.58 –51.5
Chevron(CVX) 4070713 162.41 –0.44 –0.3 RingEnergy(REI) 21644 2.10 –0.01 –0.5 Broadcom(AVGO) 4665383 577.75 –17.84 –3.0
AlpineSummit(ALPS) 353 2.24 –1.81 –44.7
BerkHathwy B(BRK.B) 4063706 304.02 –4.22 –1.4 DenisonMines(DNN) 20952 1.20 –0.11 –8.4 PDD(PDD) 4082799 83.72 –9.70 –10.4
FLJ(FLJ) 755 1.33 –1.01 –43.2
Disney(DIS) 4044181 100.30 –4.92 –4.7 ParkNational(PRK) 19727 127.07 –1.42 –1.1 Intuit(INTU) 3875165 419.81 +15.43 +3.8
IntuitiveMachinesA(LUNR) 15138 24.00 –16.70 –41.0
AbbVie(ABBV) 3798683 152.71 +1.40 +0.9 IvanhoeElectric(IE) 18893 14.17 –1.06 –7.0 CiscoSystems(CSCO) 3717407 48.48 –2.29 –4.5
Bandwidth(BAND) 6784 15.34 –10.65 –41.0
PioneerNatRscs(PXD) 3611936 196.57 –12.39 –5.9 SilverCrestMetals(SILV) 18229 5.21 –0.37 –6.6 Baidu(BIDU) 3587255 132.51 –9.20 –6.5
CVRx(CVRX) 10368 10.88 –6.32 –36.7
Shopify(SHOP) 3560828 40.75 –2.86 –6.6 NovaGoldRscs(NG) 15398 5.50 –0.33 –5.7 TexasInstruments(TXN) 3500406 169.14 –6.18 –3.5
PrestoAutomation(PRST) 391 2.36 –1.23 –34.2

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
February 27, 2023 BARRON’S 37

R E S EA RCH REPORTS
For a look back at more analyst
research and reports, go online to
Barrons.com/researchreports

How Analysts Size


Up Companies
Nvidia base to BioLNG. The company expects Insider Transactions
NVDA-Nasdaq the acquisition to be accretive to earn-
Purchases Sales
These reports, Buy • Price $207.54 on Feb. 22 ings from completion and deliver dou- $ Val $ Val
excerpted and Company Symbol Insiders Shares (000's) Company Symbol Insiders Shares (000's)
by Benchmark ble-digit returns. Price target: $67. Southland SLND 2 684,436 6,982 Roivant Sciences ROIV 1 4,000,000 31,800
edited by Barron’s, Mineralys Therapeutics MLYS 2 256,250 4,100 Xponential Fitness XPOF 1 1,000,000 24,500
were issued recently Verde Clean Fuels VGAS 1 387,973 4,000 Paylocity PCTY 3 84,250 18,271
by investment and Nvidia’s Q4 revenue was $6.05 billion, Disc Medicine
Bluerock Homes Trust
IRON
BHM
1
1
108,696
113,283
2,500
2,316
Meta Platforms
Deckers Outdoor
META
DECK
7
2
88,239
38,486
15,466
15,442
research firms. The up 2% sequentially, or down 21%, year- TJX Cos. Vishay Precision
Golub Capital Bdc
VPG
GBDC
1
1
50,000
133,347
2,119
2,000
American Express
Abbvie
AXP
ABBV
4
5
85,605
86,226
15,388
12,980
reports are a on-year. Full-year revenue was $27 TJX-NYSE Paypal
Cimpress Plc
PYPL
CMPR
1
1
26,065
37,900
1,985
1,417
Atlassian
Century Communities
TEAM
CCS
4
2
73,714
200,000
12,798
12,733
sampling of analysts’ billion, flat from the prior year’s, and Fidelity National Information Services FIS 8 17,867 1,204 Philip Morris International PM 2 125,000 12,557
Outperform • Price $77.46 on Feb. 22 R1 Rcm Holdco RCM 1 71,767 1,000 Hubspot HUBS 3 30,900 12,429
thinking; they should Newell Brands NWL 1 66,700 1,000 Airbnb ABNB 4 90,298 12,331
not be considered
just ahead of the Street’s consensus of by Cowen Nextera Energy NEE 1 13,200 996 Skywater Technology SKYT 4 796,184 11,222
Devon Energy DVN 2 14,706 782 Cadence Design Systems CDNS 3 56,443 11,025
the views or $6.01 billion. Non-GAAP earnings per Conocophillips COP 1 6,000 627 Dorian Lpg Ltd LPG 1 500,000 11,015
Wintrust Financial WTFC 1 6,600 609 Cloudflare NET 2 160,652 10,694
recommendations of share were 88 cents a share, which We reiterate our $88 target on TJX— 22 Forward Air FWRD 1 4,000 408 Aehr Test Systems AEHR 1 292,529 10,447
Redfin RDFN 1 35,335 305 Kraft Heinz KHC 1 250,571 9,918
Barron’s. Some of compared nicely to the Street consen- times our fiscal 2025 EPS estimate, Geospace Technologies GEOS 1 50,000 275 United Parcel Service UPS 3 54,341 9,848
the reports’ issuers Franklin Street Properties FSP 1 100,000 269 Reliance Steel & Aluminum RS 1 40,000 9,782
sus of 81 cents. The year-on-year in- which assumes that management
have provided, or An insider is any officer, director or owner of 10% or more of a class of a company's securities. In most cases, an insider must report any trade to the SEC within two business
hope to provide, crease was driven by U.S. cloud service slightly outperforms its plan to return days. The tables highlight companies that filed with the SEC through last Wednesday. The tables do not include pension-plan or employee stock-option activity, trades by
beneficial owners of 10% or more, trades under $2 per share or trades under 100 shares. The "Purchases" column includes only open-market and private purchases; the "Sales"
investment-banking providers, while the year-on-year and to a 10.6% pretax margin by FY25. column includes only open-market and private sales, and excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters

or other services to sequential- quarter changes reflect FY23’s 29% return on invested capital
the companies being reduced sales in China. Gaming reve- is an all-time high. U.S.-only sales
analyzed.
nue of $1.83 billion was up 16% se- comps grew by 4% in Q4, versus guid- Insider Transactions Ratio
quentially and down 46% from the ance of flat to 1%. But this was offset by
40
level a year ago. Gamers are respond- a shrink [theft] charge of about 60 ba-
ing enthusiastically to the new RTX sis points [0.6%], a 110-bps swing from Bearish
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

4090, 4080, 4070ti desktop gaming a planned 50 bps benefit, implying a 30

processsors, and online outlets are (13 cents a share) impact. This drove
quickly selling out of stock. The flag- TJX’s adjusted Q4 pretax margin below 20
Ratio = 8
ship RTX 4090 has quickly shot up in guidance. Management is guiding
popularity...reflecting gamers’ desires FY24 (a 53-week year) comps up by 2% 10
for high-performance graphics. Stock- to 3%, year over year, and total sales to Bullish
price target: $250. $52.5 billion to $53.2 billion, represent- 0
ing 6% year-over-year growth at the M A M J J A S O N D J F
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

midpoint. We see long-term EPS po- Ratio of Insiders Sales to Buys. Readings under 12:1 are Bullish. Those over 20:1 are Bearish. The total top 20 sales and buys are
Shell tential of $4.68 through FY27, driven 280,646,402 and 34,893,097 respectively; Source: Thomson Reuters
SHEL-NYSE by revenue reaching $62 billion.
Overweight • Price $60.66 on Feb. 17
by Wells Fargo
Etsy our price target to $150 from $125. special dividend, if necessary. Target
Shell remains our top pick in inte- ETSY-Nasdaq price: $88.
grated oil. Its subsidiary Shell Petro- Buy • Price $128.45 on Feb. 22
leum has completed the acquisition of by Guggenheim Securities PDC Energy
Nature Energy Biogas, the largest pro- PDCE-Nasdaq Arcutis Biotherapeutics
ducer of renewable natural gas (RNG) Etsy’s 4Q 2022 operating results came Buy • Price $61.93 on Feb. 22 ARQT-Nasdaq
in Europe, for around $2 billion. in well ahead of our expectations, by Siebert Williams Shank Buy • Price $16.18 on Feb. 21
While not a stock-moving event, the driven by strength in web visits and by Mizuho Securities
acquisition complements decarboniza- conversion [to sales], sequential After the market close yesterday, PDC
tion efforts, expands Shell’s RNG growth in active buyers and active sell- reported solid 4Q22 results, with Arcutis will report 4Q22 results on
portfolio growth, and keeps pace with ers, sequential improvement in take lower operating costs and with pro- Feb. 28. Areas of investor focus will
peers. The acquisition will be ab- [earnings on sales by third parties], a duction and capex in line with expec- likely include 4Q22 sales of Zoryve [a
sorbed within Shell’s 2023 capex of normalizing gross margin (about 72%), tations. The beat drove another quar- topical treatment for plaque psoriasis]
$23 billion to $27 billion. Nature En- and just 0.1% sequential headcount ter of strong returns. We estimate that for which we model $2.4 million (ver-
ergy has 14 operating plants with as- growth. Although 1Q seasonality re- PDC will return $298.8 million to sus about $2 million for the Bloomberg
sociated infrastructure, feedstock ar- mains challenging, we expect the re- shareholders, via its base dividend consensus); Zoryve’s launch progress
rangements, and a pipeline of about turn of positive year-over-year gross (paid in 1Q23) and share buybacks, and metrics, including patient/physi-
30 new plant projects in Europe and merchandise sales growth by 2Q 2023. representing 115.5% of its 4Q22 free cian feedback; and a payer coverage
North America, more than a third of Combined with our expectation of cash flow. In addition, PDC reaffirmed update. Based on the strong [prescrip-
which are in medium to late develop- modest headcount growth and a nor- its long-term shareholder return com- tion] trend this year, we increase our
ment. The acquisition supports Shell’s malizing gross margin, Etsy appears mitment of 60%-plus of post-dividend 2023 Zoryve sales estimate from $42
efforts to transition its growing Euro- well-positioned to deliver solid operat- FCF, via its recently upsized $2 billion million to $50 million. Stock-price tar-
pean liquefied natural gas customer ing results during 2023. We are raising buyback authorization and year-end get: $61.
38 BARRON’S February 27, 2023

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 51 Gold & Silver Prices 52 New Highs & Lows 53
Delta Tactical Sentiment 51 Gold Mining Index 52 NYSE Half-Hourly Volume 50
Distributions & Offerings 50 Indexes P/Es & Yields 50 Other Market Indexes 49
Dividend Boosts - Reductions 52 Initial Public Offerings 50 Pulse of the Economy 51
Dividend Ex-Payment Dates 52 Investor Sentiment Readings 50 Stock Splits - Special Dividends 52
DJ Averages 49 Key Foreign Market Indexes 45 Stock Volume 50
DJ U.S. Total Market Industry Groups 51 Market Lab 49 Trading Diary 49
Contact Us
Dow Jones Averages 49 Money Rates, U.S. & Foreign 51 Vital Signs 29 For queries, email us at
Statistics from February 21-24, 2023 memberservices@dowjones.com

NEW YORK STOCK EXCHANGE COMPOSITE LIST - NEW HIGHS - NEW LOWS

–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
21.32 15.41 AmericaMovil AMX 1.7 7 20.49 –0.16.4414 19.20 3.81 ArdmoreShipping ASC 9.8 5 18.35 +0.35 .45 41.38 25.37 BP BP 3.6 dd 39.70 –0.32.3966 12.45 0.18 Boxed BOXD ... dd .63 +0.04 ...
A 22.11 15.86 AmericaMovil A AMOV 3.1 7 20.40 –0.20.4414 10.23 9.73 AresAcqnA AAC ... 48 10.22 +0.01 ... 26.08 8.50 BP Prudhoe BPT 33.3 3 10.50 –0.05.2974 72.00 46.10 BoydGaming BYD .0 11 63.57 –2.62 .16
39.10 24.01 AmericanAssets AAT 5.2 37 25.47 –0.83 .33 16.48 9.90 AresCommRealEst ACRE11.4 19 11.53 –0.14 .02 34.00 5.75 BRC BRCC ... dd 6.82 –0.51 ... 55.72 40.52 Brady BRC 1.7 18 54.28 +1.18 .23
55.04 33.75 AAR AIR ... 21 54.71 +0.29 ... 11.96 6.36 AmericanAxle AXL ... 16 8.63 –0.62 ... 87.50 53.15 AresMgmt ARES 3.8 91 80.17 –2.94 .77 4.13 1.22 BRF BRFS ... dd 1.28 –0.07 ... 6.64 3.41 BraemarHtls BHR 4.1 dd 4.91 +0.13 .05
35.54 23.97 ABB ABB 2.2 26 33.16 –1.01.7066 21.57 9.46 AmerEagle AEO 4.9 26 14.63 –0.95 .18 42.15 31.26 Argan AGX 2.5 26 39.44 –0.44 .25 25.67 18.73 BRT Apartments BRT 4.6 8 21.94 +0.62 .25 14.55 5.94 BrandywineRealty BDN 12.5 20 6.08 –0.41 .19
54.00 37.68 ABMIndustries ABM 1.8 14 48.82 +0.02 .22 48.37 28.05 AmerEquity AEL .9 3 41.52 –3.47 .36 45.26 19.00 ArgoGroup ARGO 4.2 dd 29.21 +0.21 .31 62.84 45.78 BWX Tech BWXT 1.4 23 60.91 +0.38 .22 9.82 4.11 BrasilAgro LND 19.0 19 5.12 –0.07.6018
8.78 4.27 ACCO Brands ACCO 5.6 dd 5.39 –0.46 .075 195.13 130.65 AmerExpress AXP 1.2 18 174.25 –3.05 .52 23.58 11.75 ArisWater ARIS 3.2 cc 13.47 –0.57 .09 9.08 3.89 Babcock&Wilcox BW ... dd 6.40 –0.30 ... 19.84 7.55 Braskem BAK 41.9 9 7.69 –0.18 .708
13.70 7.23 AcresCmclRlty ACR ... 16 9.62 +0.10 ... 152.29 119.01 AmericanFin AFG 1.9 13 132.95 –0.85 4.00 145.17 89.12 AristaNetworks ANET ... 32 135.53 –2.70 ... 137.75 6.31 Babylon BBLN ... dd 9.88 +0.44 ... 68.63 28.85 BreadFinancial BFH 2.1 9 39.64 –0.88 .21
17.28 2.69 ADC Therap ADCT ... dd 4.00 –0.35 ... 43.89 29.31 AmHomes4Rent AMH 2.8 44 31.53 –1.72 .22 3.69 2.65 ArlingtonAsset AAIC ... 47 3.03 +0.02 ... 123.59 73.20 BadgerMeter BMI .8 52 117.39 –2.90 .225 21.85 11.88 BridgeInvt BRDG 5.0 9 13.63 –1.11 .17
10.10 6.00 ADT ADT 1.8 dd 7.92 –0.45 .035 65.73 47.05 AIG AIG 2.1 5 60.17 –0.65 .32 11.79 2.93 ArloTech ARLO ... dd 3.84 –0.53 ... 7.76 1.13 Bakkt BKKT ... dd 1.40 –0.28 ... 3.54 0.49 BrightHealth BHG ... dd .72 –0.15 ...
92.16 60.74 AECOM ACM .7 37 87.14 –2.25 .18 28.39 12.90 AmRltyInv ARL ... 1 24.32 –1.81 ... 15.13 10.04 ArmadaHoffler AHH 5.9 17 12.88 –0.57 .19 94.79 46.00 Ball BALL 1.4 25 56.85 –0.69 .20 140.02 54.19 BrightHorizons BFAM ... 57 77.99 –1.88 ...
29.89 18.62 AES AES 2.6 dd 25.32 –0.91.1659 100.51 71.22 AmerStWater AWR 1.7 42 91.32 –2.95.3975 8.82 4.38 ArmourResREIT ARR 17.1 dd 5.62 –0.25 .08 36.97 17.54 Bally's BALY ... dd 18.24 –2.70 ... 4.48 2.04 BrightScholar BEDU ... ... 2.82 –0.26 ...
74.02 52.07 Aflac AFL 2.5 10 68.57 –0.80 .42 110.00 11.28 AmerStratInvt NYC 3.4 dd 11.82 –0.18 .80 96.51 66.86 ArmstrongWorld AWI 1.3 19 79.87 –1.50 .254 20.62 14.86 BancCalifornia BANC 2.3 9 17.42 –0.59 .10 26.88 14.73 BrightSphere BSIG .2 11 24.82 –1.08 .01
150.28 88.55 AGCO AGCO .7 12 139.60 +1.29 .24 282.47 178.17 AmerTowerREIT AMT 3.0 51 195.73 –14.53 1.56 134.56 89.38 ArrowElec ARW ... 5 117.34 –5.94 ... 5.11 2.03 BancoBBVA BBAR .0 4 5.04 +0.40.0162 9.63 6.11 BrightSpire BRSP10.8 22 7.41 +0.07 .20
9.65 3.52 AG Mortgage MITT13.0 dd 6.22 –0.01 .18 25.99 14.09 AmerVanguard AVD .6 22 20.25 –0.15 .03 40.68 25.67 ArtisanPtrsAsset APAM 7.6 11 32.70 –2.77 .35 7.49 3.93 BancoBilbaoViz BBVA 4.9 7 7.42 –0.03.3333 14.07 5.56 BrightView BV ... 77 6.54 –0.01 ...
8.05 1.12 a.k.a.Brands AKA ... dd 1.48 –0.09 ... 173.87 122.77 AmerWaterWorks AWK 1.9 31 141.56 –8.05 .655 23.43 9.64 Artivion AORT ... dd 12.94 –1.02 ... 3.55 2.24 BancoBradesco BBDO 5.6 6 2.32 –0.10.0033 42.94 21.47 BrinkerIntl EAT ... 23 38.43 –0.97 ...
21.09 3.77 AMC Ent AMC ... dd 6.20 +0.96 ... 5.43 2.52 AmericanWell AMWL ... dd 3.03 –0.74 ... 57.47 11.32 Asana ASAN ... dd 14.64 –0.97 ... 22.74 15.64 BancodeChile BCH 4.9 7 21.02 –0.79 .855 71.58 48.38 Brink's BCO 1.2 18 65.69 +1.73 .20
129.04 82.76 AMN Healthcare AMN ... 9 92.06 –0.44 ... 32.99 21.49 AmericoldRealty COLD 2.9 dd 30.00 –1.84 .22 253.67 138.88 AsburyAutomotive ABG ... 5 221.24 –20.28 ... 17.51 12.58 Bladex BLX 6.0 8 16.68 –0.38 .25 81.44 65.95 BristolMyers BMY 3.2 24 70.18 –0.93 .57
2555.30 7.78 AMTD Digital HKD ... ... 8.03 –0.47 ... 357.46 219.99 Ameriprise AMP 1.5 15 339.79 –11.69 1.25 12.09 4.09 AshfordHosp AHT ... dd 5.28 –0.58 ... 23.15 9.72 BancoMacro BMA 3.3 5 20.73 +0.51.0729 0.25 0.10 BristolMyersRt CELG.RT73.9 ... .14 ....1046
25.80 1.59 AMTD IDEA AMTD ... 1 1.61 –0.05 ... 174.63 135.14 AmerisourceBrgn ABC 1.2 19 158.57 –2.92 .485 114.36 83.29 Ashland ASH 1.3 dd 102.25 –1.12 .335 7.98 4.80 BancSanBrasil BSBR 7.0 ... 5.66 –0.16.0881 40.10 21.61 Bristow VTOL ... 48 27.14 –0.97 ...
10.54 9.91 AP Acqn A APCA ... cc 10.48 +0.02 ... 148.06 106.17 Ametek AME .7 28 140.94 –5.55 .25 38.04 7.93 AspenAerogels ASPN ... dd 10.95 –1.35 ... 22.95 13.37 BcoSantChile BSAC ... 8 17.00 –0.27 ... 45.39 35.47 BritishAmTob BTI 7.2 11 38.66 +0.51.7006
4.18 2.11 ARC Document ARC 6.3 12 3.15 –0.42 .05 4.62 1.95 AmnealPharm AMRX ... dd 2.18 –0.25 ... 6.71 4.52 BcoSantMex BSMX 9.2 6 6.61 –0.01.3272 27.19 17.62 BrixmorProp BRX 4.6 19 22.52 –0.70 .26
30.72 16.88 AssetMarkFin AMK ... 22 30.57 +3.08 ...
7.70 4.45 ASE Tech ASX 7.9 8 7.15 +0.05.4794 6.67 2.26 Ampco-Pitt AP ... dd 2.92 +0.12 ... 8.91 3.52 BroadmarkRealty BRMK10.0 9 4.19 –0.15 .035
25.50 17.45 AssociatedBanc ASB 3.6 10 23.58 –0.23 .21 3.79 2.26 BancoSantander SAN 2.1 6 3.67 –0.07.0559
124.35 78.26 ASGN ASGN ... 17 88.42 –4.04 ... 82.86 61.67 Amphenol APH 1.1 25 76.52 –4.51 .21 183.33 131.35 BroadridgeFinl BR 2.1 31 141.10 –2.76 .725
44.50 33.69 AssocCapital AC .6 dd 36.16 –0.69 .10 45.98 23.86 BanColombia CIB 4.3 7 25.60 –1.16.6545
21.53 14.46 AT&T T 5.8 dd 19.24 –0.20.2775 10.38 4.51 AmplifyEnergy AMPY ... 5 8.31 +0.17 ... 22.80 14.98 Broadstone BNL 6.2 25 17.62 –0.76 .275
194.12 119.01 Assurant AIZ 2.2 26 127.98 –4.43 .70 45.35 29.31 BankofAmerica BAC 2.6 11 34.21 –1.14 .22
41.40 20.52 ATI ATI ... 45 39.51 –1.73 ... 26.01 5.62 AmpriusTech AMPX ... dd 6.33 +0.12 ... 7.61 2.37 BrookdaleSrLiving BKD ... dd 3.29 +0.22 ...
67.13 45.91 AssuredGuaranty AGO 1.6 15 62.55 –0.16 .28 38.96 28.67 BankofButterfield NTB 4.9 8 36.00 –1.00 .44
2.72 0.22 ATI PhysTherapy ATIP ... dd .33 –0.09 ... 16.72 9.88 Amrep AXR ... 5 12.60 –0.01 ... 36.50 26.76 BrookfieldAsset BAM 3.8 ... 33.95 –1.15 .32
32.00 2.40 Atento ATTO ... dd 2.87 –0.45 ... 87.27 70.15 BankofHawaii BOH 3.7 14 75.12 –0.85 .70
19.79 12.27 A10Networks ATEN 1.6 24 14.80 –0.39 .06 10.42 9.84 AndrettiAcqnA WNNR ... cc 10.39 –0.02 ... 36.79 17.58 BrookfieldBus BBUC 1.3 3 19.12 –1.89.0625
10.21 9.70 AthenaTechII A ATEK ... cc 10.19 +0.01 ... 122.77 81.57 BankofMontreal BMO 3.5 6 96.28 –4.031.0697
10.95 9.94 AxiosSustGrwA AXAC ... dd 10.40 +0.07 ... 17.10 4.43 AngelOakMtg AOMR17.9 dd 7.14 –0.04 .32 47.81 29.85 Brookfield BN .8 29 33.76 –2.06 .07
153.55 70.50 Atkore ATKR ... 7 143.14 –3.32 ... 54.48 36.22 BankNY Mellon BK 2.9 17 50.46 –1.04 .37
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0.19 0.04 AxiosSustGrwRt AXAC.RT ... ... .16 +0.04 ... 26.96 11.94 AngloGoldAsh AU 2.5 24 16.80 –1.67 .177 53.64 37.55 BrookfieldInfr BIPC 3.5 19 44.28 +0.84.3825
41.43 30.26 AtlUnionBkshs AUB 3.2 13 37.53 –0.59 .30 74.82 45.26 BankNovaScotia BNS 5.8 8 52.44 –1.70.7602
63.99 48.32 AXIS Capital AXS 2.9 27 60.71 –2.06 .44 66.05 44.51 AB InBev BUD .6 31 60.32 +1.50.3998 46.01 30.03 BrookfieldInfr BIP 4.5 57 34.16 –0.71.3825
15.63 10.13 Atlas ATCO 3.3 8 15.37 +0.07 .125 45.86 30.75 BankUnited BKU 2.8 10 35.14 –1.65 .25
30.26 15.12 AZEK AZEK ... cc 23.90 –0.90 ... 29.88 15.11 AnnalyCap NLY 16.9 4 20.82 –0.77 .88 48.27 29.84 BrookfieldReinsur BNRE .0 ... 33.71 –2.15 .07
50.84 30.21 AZZ AZZ 1.7 cc 40.55 –0.87 .17 122.96 97.71 AtmosEnergy ATO 2.6 20 115.75 –1.36 .74 10.35 9.86 BanyanAcqnA BYN ... 25 10.35 +0.03 ...
23.91 8.39 AnnovisBio ANVS ... dd 15.66 –2.61 ... 4.69 1.52 ATRenew RERE ... dd 2.51 –0.42 ... 10.39 5.89 Barclays BCS 6.6 ... 8.23 –0.20 .104 44.41 27.19 BrookfieldRenew BEPC 4.8 15 28.15 –1.86.3375
23.63 7.65 Aaron's AAN 3.2 28 14.13 –0.62.1125 11.61 8.56 AnteroMidstream AM 8.4 16 10.77 +0.14 .225 74.00 52.91 Brown&Brown BRO .8 24 56.47 –1.20 .115
124.36 93.25 AbbottLabs ABT 2.0 26 100.46 –6.28 .51 3.36 0.20 Audacy AUD ... dd .23 –0.04 ... 11.02 7.89 BaringsBDC BBDC11.0 29 8.64 –0.09 .24
48.80 21.92 AnteroResources AR ... 5 27.51 +2.28 ... 40.89 20.49 Autohome ATHM 1.6 15 31.13 –3.32 .53 5.72 1.38 Barnes&NobleEduc BNED ... dd 2.16 –0.25 ... 76.60 56.97 Brown-Forman A BF.A 1.3 35 65.34 –0.28.2055
175.91 134.09 AbbVie ABBV 3.9 23 152.71 +1.40 1.48 18.75 5.82 AnywhereRealEst HOUS ... 3 6.18 –1.98 ... 78.15 60.23 Brown-Forman B BF.B 1.3 35 64.99 –0.66.2055
38.95 14.02 Abercrombie&Fitch ANF ... 68 28.99 –2.20 ... 93.78 65.74 Autoliv ALV 2.9 19 91.37 +0.95 .66 47.37 27.93 BarnesGroup B 1.5 cc 42.62 –0.85 .16
341.98 246.21 Aon AON .7 25 302.97 –7.30 .56 158.30 94.92 AutoNation AN ... 6 139.25 –18.05 ... 26.07 13.01 BarrickGold GOLD 4.1 67 16.00 –0.74 .10 98.33 61.89 Brunswick BC 1.8 10 87.70 –1.41 .40
22.63 12.28 AcadiaRealty AKR 4.9 dd 14.58 –0.58 .18 55.82 33.57 AptIncmREIT AIRC 4.7 7 38.40 –1.03 .45 50.35 26.50 Buckle BKE 3.4 8 40.63 –1.95 2.65
14.04 7.26 AccelEnt ACEL ... 12 9.10 –0.35 ... 2610.05 1703.32 AutoZone AZO ... 21 2540.56 –65.06 ... 58.17 25.75 Bath&BodyWks BBWI 1.9 12 42.42 –0.47 .20
9.79 5.22 ApartmtInv AIV 21.8 16 7.54 –0.07 .02 259.05 157.69 Avalonbay AVB 3.8 20 175.00 –4.27 1.65 10.41 9.80 BatteryFutureA BFAC ... 19 10.39 +0.03 ... 12.35 5.09 Buenaventura BVN 1.1 5 7.37 –0.07 .073
345.30 242.95 Accenture ACN 1.7 24 266.53 –10.52 1.12 23.80 13.09 APi Group APG ... dd 23.60 +1.54 ... 26.87 12.47 Build-A-Bear BBW ... 7 22.10 –0.95 ...
10.31 9.63 AcropolisInfrA ACRO ... dd 10.10 +0.02 ... 51.71 37.64 Avangrid AGR 4.4 18 40.42 –0.92 .44 20.20 12.20 Bausch+Lomb BLCO ... cc 18.33 –0.58 ...
14.55 7.91 ApolloComRlEst ARI 12.1 7 11.56 –0.41 .35 35.91 19.32 AvanosMedical AVNS ... 27 28.66 –1.29 ... 24.59 4.00 BauschHealth BHC ... dd 9.57 +0.06 ... 10.20 9.71 BuildAcqnA BGSX ... 42 10.13 +0.01 ...
198.85 142.71 AcuityBrands AYI .3 17 191.03 –5.38 .13 74.63 45.62 ApolloGlbMgmt APO 2.3 dd 70.87 –0.57 .40 85.40 48.91 BuildersFirst BLDR ... 5 80.06 –1.42 ...
53.94 37.46 Acushnet GOLF 1.5 21 49.11 –1.51 .18 35.53 17.91 Avantor AVTR ... 25 24.62 +0.08 ... 86.96 38.58 BaxterIntl BAX 2.9 dd 40.16 –0.84 .29
10.18 9.72 ApolloStratII A APGB ... 45 10.15 +0.02 ... 204.37 151.62 AveryDennison AVY 1.7 20 181.65 –0.85 .75 7.24 3.87 BaytexEnergy BTE ... 3 4.20 –0.02 ... 128.40 80.41 Bunge BG 2.5 9 98.06 +0.49 .625
13.55 6.95 Adecoagro AGRO 3.8 6 8.24 +0.18.1602 18.69 13.79 AppleHospREIT APLE 5.8 26 16.68 –0.33 .08 11.20 6.94 BurfordCapital BUR 3.1 ... 8.04 –0.21.0625
47.50 27.15 Adient ADNT ... dd 42.67 –1.93 ... 54.77 27.65 Avient AVNT 2.3 26 42.75 –0.18.2475 2.33 0.50 Beachbody BODY ... dd .64 –0.05 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

149.42 88.09 AppliedIndlTechs AIT 1.0 18 138.85 –5.74 .35 46.90 35.72 Avista AVA 4.4 20 41.43 +0.67 .46 10.50 9.82 BeardEnerA BRD ... ... 10.28 ... ... 239.94 106.47 BurlingtonStrs BURL ... 90 224.29 –3.65 ...
44.40 19.77 AdtalemGlbEduc ATGE ... dd 39.79 –1.17 ... 122.94 90.23 Aptargroup ATR 1.3 32 114.77 –1.92 .38 8.72 2.15 ButterflyNtwk BFLY ... dd 2.20 –0.23 ...
231.43 137.93 AdvanceAuto AAP 4.3 18 138.85 –11.14 1.50 30.80 20.66 AxaltaCoating AXTA ... 34 29.08 –0.30 ... 17.64 9.47 BeazerHomes BZH ... 2 14.63 –0.13 ...
136.83 77.96 Aptiv APTV ... 59 114.94 –4.70 ... 55.00 33.91 AxosFinancial AX ... 11 47.60 –2.64 ... 277.29 215.90 BectonDicknsn BDX 1.5 44 237.92 –6.60 .91 28.14 20.15 BylineBancorp BY 1.5 10 24.73 –0.36 .09
153.36 79.90 AdvDrainageSys WMS .5 16 87.34 –5.79 .12 45.72 28.74 Aramark ARMK 1.2 43 37.50 –0.80 .11
57.10 30.69 AdvanSix ASIX 1.4 7 41.56 –0.68 .145 16.89 4.17 Azul AZUL ... dd 4.40 –0.12 ... 92.33 47.89 Belden BDC .2 14 83.97 –5.82 .05 C
18.09 11.16 ArborRealty ABR 10.1 9 15.28 –0.26 .40 21.53 3.26 AzurePowerGlbl AZRE ... ... 3.55 –0.24 ... 31.93 20.20 BellRing BRBR ... 35 31.32 +0.41 ...
5.89 3.76 Aegon AEG 4.0 dd 5.07 –0.44.1288 34.59 19.25 ArcelorMittal MT 1.1 3 29.43 –0.61 .38
6.57 1.85 Aenza AENZ ... dd 2.62 –0.21 ... 30.00 21.11 BenchmarkElec BHE 2.7 12 24.08 –0.79 .165 319.33 245.32 CACI Intl CACI ... 19 297.33 –6.67 ...
183.53 110.97 ArchResources ARCH .7 2 150.26 –8.93 2.86 B 5.85 2.15 BensonHill BHIL ... dd 2.28 –0.02 ...
65.38 37.20 AerCap AER ... dd 61.12 –0.26 ... 5.24 1.62 ArcherAviation ACHR ... dd 2.72 –0.09 ... 5.59 2.73 CBD Pao CBD 1.8 3 3.21 –0.14.0713
56.59 36.20 AerojetRocket AJRD ... 63 56.16 +0.18 ... 10.43 9.69 BerensonAcqnI BACA ... 18 10.13 –0.01 ... 51.67 37.01 CBIZ CBZ ... 26 50.93 +0.94 ...
98.88 70.02 ArcherDaniels ADM 2.2 11 81.44 –0.15 .45 4.46 1.25 Bark BARK ... dd 1.38 –0.17 ... 76.99 58.33 Berkley WRB .6 13 66.35 –0.79 .50
4.72 1.17 AevaTech AEVA ... dd 1.59 –0.14 ... 10.98 6.28 Archrock AROC 5.5 39 10.94 +1.39 .15 31.09 10.91 B&G Foods BGS 6.0 dd 12.59 +0.12 .19 34.91 21.66 CBL&Assoc CBL 4.4 dd 25.36 –1.23 .375
180.63 108.12 AffiliatedMgrs AMG .0 6 158.78 –8.25 .01 544389 393012 BerkHathwy A BRK.A ... dd 461705 –5667.79 ... 100.21 66.31 CBRE Group CBRE ... 20 84.99 –3.77 ...
31.91 16.33 Arconic ARNC ... dd 21.83 –2.29 ... 59.34 39.88 BCE BCE 6.5 19 44.45 –1.38.7237 362.10 259.85 BerkHathwy B BRK.B ... dd 304.02 –4.22 ...
10.25 9.70 AfricanGoldA AGAC ... 49 10.19 +0.04 ... 9.04 6.23 ArcosDorados ARCO 1.8 13 8.31 –0.19 .03 5.00 0.50 BEST BEST ... 0 .63 –0.10 ... 10.66 9.75 CCNeubergerIII A PRPC ... 24 10.18 +0.02 ...
10.18 9.62 AfterNextA AFTR ... 39 10.17 +0.04 ... 31.63 23.62 BerkshireHills BHLB 2.5 14 29.37 –0.94 .18 119.60 75.29 CF Industries CF 1.9 5 85.59 +3.24 .40
65.80 43.52 Arcosa ACA .3 12 62.91 +4.43 .05 16.02 10.30 BGSF BGSF 4.2 13 14.41 –0.81 .15 66.21 44.52 BerryGlobal BERY 1.6 11 61.34 –1.55 .25
160.26 112.52 AgilentTechs A .6 34 141.20 –7.06 .225 10.19 9.72 ArctosNorthA ANAC ... 32 10.19 +0.01 ... 71.52 46.92 BHP Group BHP 10.7 8 60.43 –6.01 3.50 10.35 9.87 C5AcqnA CXAC ... cc 10.34 +0.01 ...
23.26 14.15 Agiliti AGTI ... 71 18.89 +0.39 ... 112.96 60.79 BestBuy BBY 4.2 13 83.82 –3.12 .88 94.00 72.23 CGI GIB ... 19 90.52 –2.81 ...
39.75 16.74 ArcusBiosci RCUS ... 20 18.31 –2.00 ... 31.76 1.40 BitMining BTCM ... dd 2.81 –0.68 ... 40.45 12.87 BigLots BIG 8.1 dd 14.89 –1.86 .30
28.36 14.82 agilon health AGL ... dd 21.12 –1.67 ... 8.80 3.91 ArdaghMetalPkg AMBP 7.9 13 5.06 –0.46 .10 80.41 51.45 BJ'sWholesale BJ ... 20 73.47 –1.54 ... 19.08 5.21 CI&T CINT ... 26 5.27 –0.54 ...
67.14 36.69 AgnicoEagleMines AEM 3.5 30 45.42 –0.81 .40 16.12 0.58 BigBear.ai BBAI ... dd 3.15 –0.76 ... 73.76 52.41 CMS Energy CMS 3.2 21 60.42 –1.55.4875
80.44 62.63 AgreeRealty ADC 4.0 39 71.84 –2.96 .24 877.00 540.33 BiglariA BH.A ... dd 877.00 +31.36 ... 50.33 35.90 CNA Fin CNA 3.8 13 44.21 +0.84 1.20
47.00 29.75 AirLease AL 1.9 dd 42.83 –0.05 .20 176.22 112.61 BiglariB BH ... dd 175.17 +3.97 ... 17.98 10.60 CNH Indl CNHI 1.7 11 16.49 –0.24.3861
328.56 216.24 AirProducts APD 2.5 28 280.98 +1.27 1.75 247.58 84.96 Bill.com BILL ... dd 85.99 –7.31 ... 26.35 16.56 CNO Financial CNO 2.2 8 25.96 +0.55 .14
20.57 5.54 Biohaven BHVN ... ... 15.18 –1.33 ...

Five-Day Dow Composite


181.02 108.35 AlamoGroup ALG .5 23 178.25 +15.09 .22 24.21 14.55 CNX Resources CNX ... dd 15.69 –0.02 ...
11.62 6.35 AlamosGold AGI 1.0 cc 10.08 –0.27 .025 651.83 344.63 Bio-RadLab A BIO ... dd 480.00 –3.23 ... 79.17 28.02 CONSOL Energy CEIX 8.1 4 53.37 –0.56 1.10
61.55 38.19 AlaskaAir ALK ... cc 47.30 –1.79 ... 4.10 0.14 BirdGlobal BRDS ... dd .18 –0.03 ... 48.85 31.22 CRH CRH 2.6 9 46.31 –0.93 .24
115.39 75.24 AlbanyIntl AIN 1.0 33 101.33 –2.20 .25 80.95 59.08 BlackHills BKH 4.0 16 62.73 –1.99 .625 38.50 5.56 CS Disco LAW ... dd 6.59 –1.57 ...
334.55 170.01 Albemarle ALB .6 11 249.52 –8.49 .395 79.78 53.85 BlackKnight BKI ... 20 63.08 –0.86 ... 23.07 16.88 CTO Realty CTO 8.6 cc 17.66 –1.58 .38
37.99 20.05 Albertsons ACI 2.3 9 20.54 –0.68 .12 Nose Dive: The Dow fell 3%, in its fourth weekly decline, as inflation 10.33
10.16
9.85
9.62
BlackMountainA
BlackSpadeA
BMAC ...
BSAQ ...
...
84
10.32
10.15
+0.02 ...
... ...
48.18 31.90 CTS CTS .4 23 43.43 –1.47 .04
98.09 33.55 Alcoa AA .9 dd 46.45 –0.44 .10 30.92 10.16 C3.ai AI ... dd 22.41 –1.43 ...
81.98 55.21 Alcon ALC .3 61 71.00 –2.59 .20 appeared untamed. A documentation problem halted deliveries of Boeing’s 7.97
788.65
3.17
503.12
BlackBerry
BlackRock
BB
BLK 2.9
... dd
20
3.80
683.43
–0.35 ...
–32.73 5.00
13.70 2.97 Curo CURO13.6 dd 3.23 –0.85 .11
24.15 15.80 Alexander&Baldwin ALEX 4.5 50 18.60 –0.63 .22 43.61 16.83 CVR Energy CVI 5.1 7 31.58 –0.44 .50
266.43 200.97 Alexander's ALX 8.1 20 220.90 –4.51 4.50 Dreamliner and dropped the stock 6% on the week. 3.73
132.93
1.00
71.72
BlackSkyTech
Blackstone
BKSY ...
BX 4.9
dd
38
1.73
89.06
–0.24 ...
–4.46 .91
179.74 80.30 CVR Partners UAN 17.7 4 108.87 +11.5410.50
206.85 126.74 AlexandriaRlEst ARE 3.2 48 151.74 –9.84 1.21 109.69 84.60 CVS Health CVS 2.8 27 85.77 –2.81 .605
125.84 58.01 Alibaba BABA ... cc 89.00 –11.01 ... 32.91 20.87 BlackstoneMtg BXMT 11.5 15 21.53 –1.04 .62 1576.49 620.57 CableOne CABO 1.7 19 690.54 –62.84 2.85
10.62 6.31 Alight ALIT ... dd 9.84 +0.26 ... Monday Tuesday Wednesday Thursday Friday 9.42 1.00 BlendLabs BLND ... dd 1.58 –0.18 ... 81.70 59.65 Cabot CBT 1.9 13 78.71 –1.22 .37
123.46 87.33 Allegion ALLE 1.6 22 113.01 –5.59 .45 48.76 23.65 BlockHR HRB 3.1 13 37.10 –1.90 .29 64.18 34.70 Cactus WHD .9 26 47.36 –2.75 .11
28.44 2.33 Allego ALLG ... ... 3.83 –0.22 ... (Previous Friday Close)
33,860 149.00 51.34 Block SQ ... dd 77.36 +2.34 ... 31.96 22.04 CadenceBank CADE 3.5 11 26.94 –0.54 .235
68.46 47.77 Allete ALE 4.4 18 61.39 –0.35.6775 31.47 11.47 BloomEnergy BE ... dd 21.32 –2.17 ... 31.50 17.74 Cadre CDRE 1.5 cc 21.77 –1.99 .08
49.45 31.31 AllianceBernstein AB 7.5 15 39.23 –1.21 .70 H 8.22
14.70
0.61
8.06
BlueApron
BlueOwlCapital
APRN ...
OWL 4.2
dd
dd
.88
12.41
–0.11 ...
–1.11 .13
27.97 15.23 CAE CAE ... 53 22.48 –0.85 ...
50.64 32.63 AllisonTransm ALSN 1.8 9 47.54 –2.16 .21 31.13 17.82 Caleres CAL 1.1 6 25.69 –0.26 .07
144.46
50.63
111.85
22.34
Allstate
AllyFinancial
ALL 2.7
ALLY 4.0
dd
6
131.59
30.22
–3.46 .89
–0.83 .30
O 33,530 34.58
100.01
16.24
57.50
BluegreenVac
BlueLinx
BVH 1.8
BXC ...
10
2
32.94
82.21
+0.57 .20
–8.28 ...
51.46
66.12
35.95
48.46
CaliforniaRscs
CalWtrSvc
CRC 2.6
CWT 1.8 40
3 42.70
58.64
+3.13.2825
–2.09 .26
186.98
20.79
88.73
15.41
AlphaMetal
AlpineIncmProp
AMR 1.1
PINE 5.9
2
9
156.64
18.53
–13.37 .44
–0.80 .275
L 10.55
10.51
9.74
9.71
BlueRiverA
BluescapeOppsAcqn
BLUA ...
BOAC ...
64
18
10.13
9.89
+0.05 ...
–0.01 ...
77.44
66.48
31.59
31.23
Calix
CallonPetrol
CALX ...
CPE ...
86
2
50.82
38.27
–1.57 ...
+2.16 ...
18.52
10.15
8.65
9.65
AltaEquipment
AltC Acqn
ALTG 1.3
ALCC ...
92
cc
18.18
10.10
+0.09 .057
... ...
I 33,200 221.33
85.17
113.02
55.14
Boeing
BoiseCascade
BA
BCC .8
... dd
3
198.15
71.16
–13.51 ...
–3.57 .15
175.69
32.49
107.90
20.02
CamdenProperty
Cameco
CPT 3.4
CCJ .3
19
cc
116.43
27.29
–3.62 1.00
–1.50.0941
76.35
13.17
39.55
3.68
Alteryx
AlticeUSA
AYX ...
ATUS ...
dd
9
66.20
3.91
–0.81 ...
–0.78 ... D 105.66
112.55
50.20
75.50
BootBarn
BoozAllen
BOOT ...
BAH 2.0
14
30
75.40
95.70
–5.91 ...
–1.22 .47
57.78
33.99
41.73
20.55
CampbellSoup
CampingWorld
CPB 2.8
CWH 10.7
20
7
53.13
23.46
+0.78 .37
–2.55 .625
4.43 1.00 BoqiiHolding BQ ... dd 1.27 –0.11 ...
10.61
57.05
9.70
40.35
AltimarAcqnIIIA
Altria
ATAQ ...
MO 8.0
29
15
10.18
47.17
–0.01 ...
–0.90 .94 A 32,870 50.79 31.14 BorgWarner BWA 1.4 12 49.78 –0.65 .17
28.53
65.81
14.51
39.40
CanadaGoose
CIBC
GOOS ...
CM 5.5
42
9
18.30
46.20
–1.81 ...
–0.18.6329
14.72 4.26 AltusPower AMPS ... dd 6.75 –0.49 ... 7.31 2.05 BorrDrilling BORR ... dd 6.82 +0.13 ... 137.19 103.79 CanNtlRlwy CNI 2.1 20 115.24 –1.51.5906
17.59 7.24 AmbacFin AMBC ... 2 16.44 +0.29 ... Y -697.10 -84.50 +108.82 -336.99 422.75 287.00 BostonBeer SAM ... 61 332.03 +2.99 ... 70.60 44.45 CanNaturalRes CNQ 4.5 7 56.60 +0.90 .632
3.32 2.40 Ambev ABEV 4.3 16 2.55 +0.03.1457 30.94 18.68 BostonOmaha BOC ... dd 24.15 –1.23 ... 84.22 65.17 CanPacRlwy CP .8 26 76.13 –1.48.1424
7.39 0.38 AmbrxBio AMAM ... dd 5.03 +1.78 ...
32,540 133.11 64.03 BostonProps BXP 5.9 12 66.72 –3.72 .98 3.80 1.22 Cango CANG .0 dd 1.36 –0.06 .98
13.61 10.42 Amcor AMCR 4.3 16 11.28 –0.14.1225 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 48.87 34.98 BostonSci BSX ... cc 47.01 +0.47 ... 27.51 17.11 Cannae CNNE ... dd 22.60 –0.40 ...
99.20 73.28 Ameren AEE 3.0 20 84.37 –2.89 .63 15.71 8.19 Bowlero BOWL ... dd 15.15 –0.45 ... 9.75 0.98 CanoHealth CANO ... dd 1.56 –0.12 ...
86.73 40.73 Ameresco AMRC ... 25 50.24 –4.96 ... 34.98 22.31 Box BOX ... dd 33.24 +0.50 ... 25.79 20.84 Canon CAJ 3.5 13 21.47 –0.42.4459
February 27, 2023 BARRON’S 39

D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST 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
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.
154.33 86.98 CapitalOne COF 2.2 6 109.64 –1.53 .60 18.95 3.53 Cooper-Standard CPS ... dd 15.45 +0.30 ... 32.56 20.38 ENI E 4.5 3 28.21 –2.14.3107 10.17 9.76 FarPeakAcqnA FPAC ... 10 10.15 ... ... 123.85 87.87 GlobeLife GL .7 16 122.03 –0.90.2075
69.65 36.90 Capri CPRI ... 9 50.21 –0.11 ... 96.99 55.25 Copa CPA ... 10 90.89 –2.21 ... 150.88 92.16 EOG Rscs EOG 2.9 9 114.26 –4.16 .825 21.07 3.64 Farfetch FTCH ... 9 5.51 +0.35 ... 81.78 52.60 GlobusMedical GMED ... 32 58.76 –1.42 ...
81.57 49.70 CardinalHealth CAH 2.6 dd 77.57 –1.21.4957 26.63 18.75 Core&Main CNM ... 11 23.09 +0.18 ... 462.99 168.59 EPAM Systems EPAM ... 43 306.03 –32.18 ... 16.43 10.26 FarmlandPtrs FPI 2.3 65 10.57 –1.94 .06 88.32 64.65 GoDaddy GDDY ... 34 75.60 –2.21 ...
22.46 15.90 CareTrustREIT CTRE 5.5 dd 19.96 –0.74 .275 35.83 13.19 CoreLabs CLB .2 58 23.85 +0.02 .01 56.38 34.58 EPR Prop EPR 8.1 20 40.93 –1.38 .275 20.03 7.15 Fastly FSLY ... dd 13.91 –1.99 ... 11.01 9.93 GoGreenInvtsA GOGN ... cc 10.52 +0.02 ...
318.71 217.92 Carlisle CSL 1.2 15 257.51 –8.68 .75 23.50 18.81 CorebridgeFin CRBG 4.5 2 20.33 –0.49 .23 51.97 21.87 EQT EQT 1.7 8 34.73 +3.48 .15 9.62 1.10 FathomDigital FATH ... dd 1.20 +0.07 ... 17.20 7.03 GoldFields GFI 3.0 11 9.07 –1.03.1688
109.54 52.10 CarMax KMX ... 19 67.86 –5.09 ... 35.48 20.45 CoreCard CCRD ... 20 32.89 –1.11 ... 62.21 32.12 ESAB ESAB .3 ... 57.24 –1.36 .05 141.90 90.38 FedAgriMtg C AGM 2.7 11 141.08 +1.64 .95 10.15 9.74 GoldenFalconA GFX ... 29 10.07 +0.04 ...
21.50 6.11 Carnival CCL ... dd 10.59 –0.70 ... 14.24 8.39 CoreCivic CXW ... 10 10.04 –0.52 ... 101.52 60.03 ESCO Tech ESE .3 28 92.32 –5.58 .08 128.13 86.43 FederalRealty FRT 4.0 23 107.02 –2.07 1.08 20.50 13.54 GoldmanSachsBDC GSBD 11.3 18 15.88 +0.21 .45
19.74 5.43 Carnival CUK ... dd 9.60 –0.64 ... 3.48 1.51 CorEnergyInfr CORR12.7 dd 1.58 –0.12 .05 10.20 9.70 ESM Acqn A ESM ... 75 10.19 –0.01 ... 55.38 31.86 FederalSignal FSS .7 31 53.18 –0.23 .09 389.58 277.84 GoldmanSachs GS 2.7 12 363.85 –4.65 2.50
51.71 24.76 CarpenterTech CRS 1.7 dd 47.30 –2.95 .20 41.20 28.98 Corning GLW 3.3 22 34.31 –1.27 .28 6.28 1.73 ESSTech GWH ... dd 1.73 –0.58 ... 41.20 27.88 FederatedHermes FHI 2.8 15 38.89 –1.09 .27 39.91 22.67 Gorman-Rupp GRC 2.5 47 27.62 –0.27 .175
56.28 22.71 CarriageSvcs CSV 1.3 13 34.02 +0.54.1125 10.05 5.00 CorpAmAirports CAAP ... ... 9.51 +0.16 ... 9.84 4.89 E2open ETWO ... dd 5.97 –0.30 ... 248.76 141.92 FedEx FDX 2.3 13 203.28 –7.02 1.15 72.87 56.48 Graco GGG 1.3 26 69.66 –2.81 .235
48.48 33.10 CarrierGlobal CARR 1.7 11 44.25 –0.97 .185 29.64 22.22 CorpOfficeProp OFC 4.3 20 25.43 –0.85 .285 78.75 40.13 EagleBulkShip EGLE 11.0 3 65.51 +8.21 1.80 168.90 99.16 Ferguson FERG 2.5 14 142.27 –5.77 .75 10.57 9.65 GrafAcqnIV GFOR ... 35 10.13 +0.04 ...
20.42 8.75 Cars.com CARS ... 80 19.67 +2.12 ... 10.60 9.63 CorsairPtrA CORS ... 29 10.25 +0.08 ... 152.15 101.98 EagleMaterials EXP .7 12 138.76 –5.05 .25 270.35 167.45 Ferrari RACE ... 48 259.11 –7.77 ... 10.63 4.07 GrafTechIntl EAF .7 4 5.60 –0.10 .01
100.07 62.66 Carter's CRI 4.1 11 73.82 –4.02 .75 68.43 49.56 Corteva CTVA 1.0 39 61.68 –0.13 .15 22.25 10.65 EarthstoneEner ESTE ... 4 13.92 +1.05 ... 48.54 33.17 FidNatlFin FNF 4.6 10 39.49 –3.46 .45 14.49 6.51 Graham GHM ... dd 14.42 +0.96 ...
156.68 3.55 Carvana CVNA ... dd 8.01 –3.36 ... 20.97 11.27 Cosan CSAN ... 20 11.34 –0.72 ... 22.04 13.49 EasterlyGovtProp DEA 7.0 63 15.17 –0.66 .265 106.65 56.53 FidNatlInfo FIS 3.2 dd 64.90 –4.60 .52 681.70 525.58 GrahamHoldings GHC 1.0 22 644.95 –26.49 1.65
115.34 40.69 Catalent CTLT ... 30 67.98 –3.39 ... 18.01 8.55 Costamare CMRE 4.4 2 10.35 +0.22 .115 217.46 137.47 EastGroup EGP 3.1 37 163.33 –2.72 1.25 9.08 4.00 51TalkOnlineEd COE ... dd 6.17 –0.02 ... 685.23 440.48 Grainger GWW 1.0 22 664.10 –13.25 1.72
10.35 9.74 CatchaInvtA CHAA ... ... 10.21 +0.04 ... 36.55 21.98 CoterraEnergy CTRA 9.8 5 25.56 +2.16 .37 121.35 69.91 EastmanChem EMN 3.8 13 83.84 –3.21 .79 3.61 1.20 FinanceofAm FOA ... dd 1.48 –0.07 ... 44.15 25.35 GraniteConstr GVA 1.2 22 43.64 –0.14 .13
266.04 160.60 Caterpillar CAT 2.0 19 236.17 –11.62 1.20 11.66 5.90 Coty COTY ... 89 11.15 +0.10 ... 7.50 2.78 EastmanKodak KODK ... dd 3.52 –0.16 ... 10.36 9.70 FinTechEvolA FTEV ... 29 10.19 +0.01 ... 11.57 5.16 GranitePointMtg GPMT15.8 dd 6.03 –0.16 .20
18.00 8.40 Cato CATO 7.4 dd 9.24 –0.22 .17 27.12 8.98 Coupang CPNG ... dd 14.77 –1.00 ... 176.19 122.50 Eaton ETN 1.9 28 173.25 –1.99 .86 5.92 2.68 FinVolution FINV 3.5 4 5.27 –0.24 .205 14.00 6.10 GraniteRidge GRNT 5.2 79 6.10 –0.55 .11
85.60 2.45 Cazoo CZOO ... ... 2.49 –0.76 ... 24.01 9.81 Coursera COUR ... dd 12.14 –0.97 ... 185.50 131.04 Ecolab ECL 1.3 42 158.58 –3.83 .53 69.75 43.54 FirstAmerFin FAF 3.7 23 56.51 –3.51 .52 24.20 18.45 GraphicPkg GPK 1.7 14 23.72 +0.20 .10
58.63 37.58 CedarFairRec FUN 2.6 9 46.30 +1.35 .30 41.69 21.72 CousinsProperties CUZ 5.1 23 25.04 –0.96 .32 19.81 8.59 Ecopetrol EC 13.5 3 10.78 +0.45.7966 16.40 11.94 FirstBanCorp FBP 3.9 9 14.39 –0.12 .14 36.60 10.30 GravitasEduc GEHI ... ... 12.58 –0.87 ...
161.37 86.71 Celanese CE 2.4 7 117.72 –1.18 .70 121.81 82.14 Crane CR 1.6 16 118.07 –2.32 .47 12.05 8.20 Ecovyst ECVT ... 23 10.33 –0.27 ... 16.53 12.76 FirstCmwlthFin FCF 3.0 12 15.78 –0.65 .12 24.81 8.61 GrayTelevision GTN 2.6 5 12.20 –0.48 .08
14.28 8.21 Celestica CLS ... 11 13.12 –0.05 ... 8.29 5.13 Crawford A CRD.A 4.2 dd 5.65 –0.43 .06 45.31 32.00 EdgewellPersonal EPC 1.4 23 42.94 –1.45 .15 24.92 17.64 FirstHorizon FHN 2.4 16 24.85 +0.01 .15 23.29 8.50 GrayTelevision A GTN.A 2.9 4 10.99 –0.66 .08
7.00 4.39 CementosPacasm CPAC 9.7 9 5.10 –0.10.5276 7.98 5.05 Crawford B CRD.B 4.3 dd 5.60 –0.23 .06 73.32 54.45 EdisonIntl EIX 4.3 43 68.63 +1.04.7375 65.92 42.91 FirstIndRlty FR 2.4 19 52.52 –1.36 .32 11.78 7.02 GreatAjax AJX 12.4 dd 8.71 –0.39 .27
5.67 3.20 Cemex CX ... 13 4.85 –0.29 ... 182.11 113.21 Credicorp BAP 3.1 9 128.57 –1.003.9936 131.10 67.13 EdwardsLife EW ... 31 76.25 –2.26 ... 14.59 5.90 FirstMajestic AG .4 dd 5.98 –1.18.0061 34.22 16.80 GreenBrickPtrs GRBK ... 5 30.10 –1.53 ...
24.91 14.18 CenovusEnergy CVE 1.8 7 18.22 +0.04.0783 8.52 2.90 CreditSuisse CS 1.3 dd 3.00 –0.02.0528 29.66 11.18 ElancoAnimal ELAN ... dd 11.68 –1.45 ... 174.54 106.86 FirstRepBank FRC .9 15 120.44 –8.45 .27 30.29 15.03 GreenDot GDOT ... 15 17.69 –0.63 ...
98.53 68.73 Centene CNC ... 35 70.28 –3.08 ... 19.65 10.73 CrescentEnergy CRGY 5.3 6 11.79 +0.61 .17 96.12 46.18 Elastic ESTC ... dd 58.12 –2.28 ... 48.85 35.32 FirstEnergy FE 3.9 56 39.80 –1.23 .39 53.46 23.80 Greenbrier GBX 3.5 54 30.94 +1.58 .27
33.50 25.03 CenterPointEner CNP 2.7 18 28.57 –0.64 .19 10.96 5.51 CrescentPoint CPG 4.2 2 6.97 +0.11.0736 12.49 5.06 EldoradoGold EGO ... dd 8.90 +0.18 ... 12.30 2.45 FiscalNote NOTE ... dd 2.54 –0.63 ... 17.96 5.65 Greenhill GHL 3.6 dd 11.11 –0.86 .10
10.57 3.77 CenterraGold CGAU 3.5 6 6.07 –0.17 .054 32.96 22.88 CrestwoodEquity CEQP10.5 dd 24.87 –1.21 .655 24.85 15.31 ElementSolns ESI 1.6 27 20.54 +0.41 .08 14.74 5.59 Fisker FSR ... dd 5.68 –1.30 ... 5.90 2.32 GreenTree GHG ... ... 3.87 –0.13 ...
108.64 57.03 Centerspace CSR 4.7 dd 62.77 –1.96 .73 30.40 12.27 CrossTimbers CRT 10.5 11 20.33 –6.36.1146 549.52 439.64 ElevanceHealth ELV 1.2 19 478.03 –17.01 1.48 6.54 1.88 FivePoint FPH ... dd 2.18 –0.05 ... 84.34 53.45 Greif B GEF.B 3.6 9 81.65 –1.91 .74
10.39 6.34 CentraisElBras EBR 4.4 12 6.71 –0.26.1306 199.97 121.71 CrownCastle CCI 4.8 34 131.16 –9.521.565 3.42 0.67 ElevateCredit ELVT ... dd 1.86 +0.02 ... 83.18 26.16 FiverrIntl FVRR ... dd 39.98 +0.63 ... 74.22 53.65 Greif A GEF 2.9 11 70.14 –1.58 .50
29.24 18.59 CentralPacFin CPF 4.5 9 23.20 –0.21 .26 130.42 66.00 CrownHoldings CCK 1.0 14 85.58 –1.20 .22 18.13 10.81 EllingtonFin EFC 13.7 dd 13.13 –0.57 .15 10.46 9.70 FlameAcqnA FLME ... 43 10.10 –0.04 ... 19.67 16.19 GreystoneHousing GHI 8.2 6 17.94 –0.96 .10
6.93 2.81 CentralPuerto CEPU 2.0 7 6.21 –0.04.1649 10.67 9.80 CrownPropA CPTK ... cc 9.96 +0.05 ... 10.37 5.70 EllingtonResiMtg EARN12.2 dd 7.84 –0.13 .08 265.30 161.69 FleetCorTech FLT ... 17 206.77 –6.81 ... 43.74 17.56 Griffon GFF 1.1 dd 36.47 –2.76 .10
67.18 39.00 CenturyComm CCS 1.5 4 59.51 –0.47 .23 54.95 36.82 CubeSmart CUBE 4.3 35 45.72 +0.40 .49 10.40 9.66 ElliottOppIIA EOCW ... 32 10.17 +0.01 ... 38.24 19.75 FlexLNG FLNG 8.8 10 34.24 –0.68 .25 71.51 4.50 Grindr GRND ... dd 6.20 +0.16 ...
79.66 43.23 CeridianHCM CDAY ... dd 72.92 –2.04 ... 160.60 112.67 Cullen/Frost CFR 2.6 15 131.58 +0.28 .87 26.12 16.14 ElmeComms ELME 3.8 dd 18.96 –0.13 .18 104.83 59.91 Floor&Decor FND ... 33 91.00 –3.50 ... 242.68 136.16 Group1Auto GPI .7 5 221.04 –18.70 .45
54.50 3.90 CharahSolutions CHRA ... dd 5.68 –0.30 ... 8.50 3.95 Culp CULP 8.3 dd 5.53 –0.01 .115 13.50 8.28 EmbotellAndinaA AKO.A10.3 13 12.25 –0.31.2035 1.97 0.90 FlotekIndustries FTK ... dd 1.10 –0.07 ... 12.50 0.18 GroveCollab GROV ... dd .44 +0.01 ...
20.99 8.07 ChargePoint CHPT ... dd 10.45 –1.77 ... 259.52 184.28 Cummins CMI 2.6 16 244.11 –13.36 1.57 16.36 9.63 EmbotellAndinaB AKO.B 9.2 15 15.07 –0.57.2238 30.16 24.15 FlowersFoods FLO 3.1 26 28.33 +0.02 .22 200.85 119.31 GpoAeroportuar PAC 3.5 ... 188.27 –5.473.3121
308.15 181.36 CharlesRiverLabs CRL ... 23 219.81 –29.95 ... 182.55 124.37 Curtiss-Wright CW .4 23 177.52 +3.17 .19 14.08 7.91 Embraer ERJ ... cc 12.35 –0.43 ... 37.59 23.89 Flowserve FLS 2.3 24 34.93 –0.96 .20 294.05 179.01 GpoAeroportSur ASR 2.8 18 281.18 +0.304.5984
242.59 107.68 ChartIndustries GTLS ... 76 138.87 +6.60 ... 23.54 10.04 Cushman&Wkfd CWK ... 15 12.98 –1.02 ... 4.55 2.42 EmeraldHldg EEX ... 38 3.72 –0.07 ... 37.73 20.75 Fluor FLR ... dd 35.76 –0.89 ... 5.75 1.96 GpoAvalAcc AVAL78.1 4 2.31 –0.03.2855
15.04 9.59 ChathamLodging CLDT 2.2 cc 12.63 –0.72 .07 9.40 4.54 CustomTruck CTOS ... cc 7.21 –0.20 ... 8.43 3.46 Emeren SOL ... 11 4.45 –0.26 ... 95.81 58.73 FomentoEconMex FMX 1.5 22 92.59 –2.03.8391 3.22 1.20 GpoSupervielle SUPV 1.1 dd 2.76 +0.06.0151
6.70 1.41 CheetahMobile CMCM ... ... 2.59 –0.34 ... 61.86 25.13 CustomersBancorp CUBI ... 5 31.15 –0.91 ... 45.14 10.61 EmergentBiosol EBS ... 18 13.71 –2.58 ... 47.22 23.85 FootLocker FL 3.7 10 42.90 –1.29 .40 11.90 4.47 GrupoTelevisa TV ... 11 5.11 –0.76 ...
37.64 15.55 Chegg CHGG ... 9 15.99 –0.37 ... 100.00 72.41 EmersonElec EMR 2.5 26 82.18 –3.26 .52 18.25 10.61 FordMotor F 5.1 dd 11.88 –1.01 .65 24.66 14.27 Guess GES 4.2 12 21.25 –1.12 .225
534.90 430.16 Chemed CHE .3 32 529.97 +16.57 .38 DE 10.06 6.24 EmpireStateRealty ESRT 1.9 39 7.53 –0.32 .035 10.17 9.70 ForestRoadII A FRXB ... 30 10.15 +0.02 ... 97.32 52.08 Guidewire GWRE ... dd 69.81 –3.13 ...
44.95 22.56 Chemours CC 3.0 9 33.75 –1.33 .25 46.73 32.58 EmployersHldgs EIG 2.4 25 43.66 –2.33 .26 18.75 10.28 Forestar FOR ... 4 13.99 –0.17 ... 12.91 7.18 GuildHldgs GHLD ... 2 11.98 –0.07 ...
8.33 4.58 CherryHillMtg CHMI15.9 3 6.79 +0.03 .27 42.15 26.44 DCP Midstream DCP 4.1 9 41.76 +0.08 .43 10.51 3.88 EmpresaDisCom EDN ... dd 9.21 –0.19 ... 47.50 1.26 ForgeGlobal FRGE ... dd 1.74 –0.02 ... 108.10 60.15 GulfportEnergy GPOR ... 8 68.15 +6.04 ...
142.81 105.79 ChesapeakeUtil CPK 1.7 25 128.14 +5.31 .535 7.57 4.17 DHI Group DHX ... 50 4.38 –0.33 ... 47.67 35.02 Enbridge ENB 7.0 37 37.82 –1.08.6655 25.00 12.80 ForgeRock FORG ... dd 20.43 +0.28 ...
189.68 132.54 Chevron CVX 3.7 9 162.41 –0.44 1.51 11.50 4.98 DHT DHT 4.2 30 11.46 +0.50 .38 64.90 42.16 EncompassHealth EHC 1.0 22 60.22 –2.64 .15 51.66 34.76 Fortis FTS 4.2 19 40.26 –1.10.4211 H
52.88 22.22 ChewyA CHWY ... dd 39.56 –5.05 ... 10.96 4.66 DRDGOLD DRD ... 9 7.10 –0.42 ... 140.51 61.55 Endava DAVA ... 38 76.42 –6.21 ... 69.78 52.47 Fortive FTV .4 32 67.01 –2.35 .07
7.31 3.80 Chico'sFas CHS ... 6 4.99 –0.18 ... 140.23 100.64 DTE Energy DTE 3.4 20 113.00 –2.30.9525 31.32 17.42 Endeavor EDR ... 20 22.22 +0.34 ... 4.68 2.05 FortunaSilver FSM ... 24 3.19 –0.21 ... 279.02 164.47 HCA Healthcare HCA 1.0 13 249.14 –13.70 .60
12.73 4.91 ChimeraInvt CIM 14.1 dd 6.54 –0.42 .23 61.12 45.58 DT Midstream DTM 5.0 14 52.00 +0.22 .69 5.78 2.47 EndeavourSilver EXK ... dd 2.91 –0.22 ... 75.42 45.25 FortuneBrands FBIN 1.5 12 61.46 –2.89 .23 73.92 27.65 HCI Group HCI 3.1 dd 51.76 –0.64 .40
11.75 3.90 ChinaGreenAg CGA ... dd 4.21 +0.03 ... 13.23 0.74 D-WaveQuantum QBTS ... dd .76 –0.18 ... 2.35 0.98 EnelChile ENIC 1.2 34 2.14 –0.05.0184 33.84 16.78 ForumEnergyTech FET ... dd 29.85 –1.85 ... 71.76 50.61 HDFC Bank HDB .7 22 66.83 –2.60.5805
12.72 6.73 ChinaYuchai CYD 4.5 11 8.88 –0.25 .40 36.00 22.65 DXC Tech DXC ... 9 27.73 –1.03 ... 7.66 3.86 Enerflex EFXT 1.2 dd 6.45 +0.10.0187 30.13 22.67 FourCornersProp FCPT 4.9 23 27.68 –0.76 .34 66.19 29.14 HF Sinclair DINO 3.2 5 50.35 –1.95 .40
1754.56 1196.28 Chipotle CMG ... 46 1476.73 –140.94 ... 19.71 11.17 Dana DAN 2.6 dd 15.60 –3.25 .10 37.89 24.81 Energizer ENR 3.3 dd 36.07 –0.22 .30 28.40 5.70 FourSeasonsEduc FEDU ... dd 9.80 –0.20 ... 10.35 9.73 HH&L Acqn HHLA ... 43 10.22 +0.01 ...
150.41 104.15 ChoiceHotels CHH .8 20 119.03 –3.82.2375 303.82 233.71 Danaher DHR .4 26 249.12 –7.17 .27 41.90 26.51 HNI HNI 4.1 11 31.25 +0.03 .32
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13.67 9.15 EnergyTransfer ET 9.5 9 12.86 –0.01 .305 169.32 109.70 Franco-Nevada FNV 1.1 32 125.27 –7.18 .34
231.37 173.78 Chubb CB 1.6 17 210.91 +0.30 .83 107.47 51.10 Danaos DAC 5.0 2 59.51 –0.14 .75 22.10 2.21 EnergyVault NRGV ... dd 3.30 –0.29 ... 16.20 10.34 FrankBSPRealty FBRT 9.9 dd 14.34 –0.17 .355 41.47 24.08 HP HPQ 3.6 10 29.22 –0.94.2625
44.97 32.90 ChunghwaTel CHT 6.3 23 37.73 +0.241.237 6.78 1.57 DanimerScientific DNMR ... dd 2.55 +0.34 ... 27.83 16.09 EnerpacTool EPAC .1 72 26.73 –0.29 .04 54.70 34.00 FranklinCovey FC ... 35 47.40 –1.68 ... 39.63 24.77 HSBC HSBC 3.5 10 38.02 +0.68 1.15
105.28 70.16 Church&Dwight CHD 1.3 50 83.57 –0.21.2725 77.18 32.20 DaqoNewEnergy DQ ... 2 44.52 +2.42 ... 19.23 11.00 Enerplus ERF 1.1 5 16.06 +0.24.0562 34.37 20.24 FranklinRscs BEN 4.1 15 29.29 –2.04 .30 6.50 1.64 HUYA HUYA ... dd 4.36 –0.39 ...
10.06 9.75 ChurchillCapV A CCV ... 22 10.02 +0.02 ... 152.08 110.96 Darden DRI 3.3 20 144.53 –1.56 1.21 94.32 55.60 EnerSys ENS .8 26 87.83 –3.17 .175 10.21 9.69 FreedomI A FACT ... 80 10.19 –0.01 ... 91.39 48.67 Haemonetics HAE ... 42 78.90 –2.38 ...
10.31 9.72 ChurchillVI A CCVI ... 24 10.03 –0.04 ... 87.59 55.71 DarlingIngred DAR ... 15 66.97 +0.42 ... 11.20 4.81 Eneti NETI .4 4 10.14 +0.07 .01 51.99 24.80 FreeportMcM FCX 1.5 17 39.89 –1.85 .075 16.23 7.23 Hagerty HGTY ... dd 8.95 –0.64 ...
10.07 9.69 ChurchillVII A CVII ... 33 10.06 ... ... 124.81 65.28 DaVita DVA ... 15 82.31 –1.62 ... 17.13 7.80 Enfusion ENFN ... dd 10.65 –0.47 ... 34.65 12.79 FreseniusMed FMS 2.5 17 19.98 ....7085 8.50 5.59 Haleon HLN ... ... 7.95 –0.32 ...
71.06 38.33 Ciena CIEN ... 46 46.18 –1.57 ... 433.31 212.93 DeckersOutdoor DECK ... 22 400.20 –5.18 ... 22.65 15.01 EngageSmart ESMT ... cc 21.39 +0.38 ... 31.79 22.63 FreshDelMonte FDP 1.9 15 31.04 +2.20 .15 43.99 23.30 Halliburton HAL 1.7 21 36.99 +0.49 .16
340.11 224.22 Cigna CI 1.7 14 293.73 –7.33 1.23 448.40 283.81 Deere DE 1.2 15 417.42 –15.89 1.25 25.25 11.65 Enhabit EHAB ... 2 15.38 –0.27 ... 18.30 7.48 Frontline FRO 3.3 15 18.04 +0.87 .15 15.95 9.18 HamiltonBeach HBB 3.2 6 13.00 –0.22 .105
19.76 8.28 Cinemark CNK ... dd 13.27 +1.59 ... 64.47 39.00 DelekLogistics DKL 8.7 13 47.12 –1.58 1.02 23.48 16.55 Ennis EBF 4.7 13 21.13 –0.54 .25 8.86 1.61 fuboTV FUBO ... dd 2.32 –0.04 ... 16.38 5.26 Hanesbrands HBI 10.9 dd 5.51 –0.20 .15
29.80 13.26 CircorIntl CIR ... dd 28.30 +1.55 ... 35.45 16.47 DelekUS DK 3.0 6 26.93 +0.79 .21 55.54 25.80 EnovaIntl ENVA ... 8 48.90 –1.49 ... 10.18 4.12 FullTruck YMM ... dd 6.76 –0.24 ... 51.71 21.56 HannonArmstrong HASI 4.7 70 31.70 –2.50 .395
62.89 40.01 Citigroup C 4.1 7 50.18 –1.24 .51 55.30 32.90 DellTechC DELL ... 17 41.61 –0.87 ... 73.53 43.88 Enovis ENOV ... cc 55.81 –7.48 ... 81.41 57.36 FullerHB FUL 1.1 21 69.75 –2.09 .19 155.55 123.36 HanoverIns THG 2.3 43 139.34 –3.70 .81
53.09 32.66 CitizensFin CFG 4.0 10 41.89 –1.29 .42 46.27 27.20 DeltaAir DAL ... 18 37.36 –1.00 ... 10.54 9.59 EnphysAcqnA NFYS ... 32 10.15 +0.04 ... 10.16 9.70 FusionAcqnIIA FSNB ... 41 10.12 –0.02 ... 51.77 29.80 HarleyDavidson HOG 1.4 9 46.78 –1.69 .165
4.52 1.93 Citizens CIA ... 5 2.93 +0.07 ... 33.57 15.30 Deluxe DLX 6.5 12 18.36 –0.75 .30 127.67 76.14 EnPro NPO 1.1 11 110.06 –9.55 .29 10.63 5.77 FutureFuel FF 2.8 17 8.65 –0.46 .06 5.50 1.94 HarmonyGold HMY 1.1 21 2.99 –0.25.0274
18.35 8.03 CityOfficeREIT CIO 9.3 48 8.59 –0.59 .20 104.05 56.59 Denbury DEN ... 8 81.83 –0.12 ... 126.82 94.94 Entergy ETR 4.0 20 107.31 –2.12 1.07 13.95 3.73 Harsco HSC ... dd 8.06 –0.63 ...
36.88 21.16 Civeo CVEO ... 18 30.93 –2.32 ... 19.38 8.90 DesignerBrands DBI 2.0 6 10.08 –0.31 .05 28.65 22.90 EnterpriseProd EPD 7.6 10 25.94 –0.44 .49 G 79.44 60.17 HartfordFinl HIG 2.2 14 77.97 –0.48 .425
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

84.76 44.17 CivitasRscs CIVI 2.9 5 68.92 +6.02 1.65 5.28 1.13 DesktopMetal DM ... dd 1.49 –0.29 ... 7.33 3.96 Entravision EVC 3.0 25 6.65 –0.39 .05 38.85 22.77 HavertyFurn HVT 3.0 7 37.87 +1.38 1.00
17.51 7.85 Clarivate CLVT ... dd 10.06 –0.65 ... 12.50 4.44 Despegar.com DESP ... dd 6.10 –0.37 ... 84.58 41.72 Envestnet ENV ... dd 61.75 –3.36 ... 127.58 84.96 GATX GATX 2.0 25 108.66 –1.96 .55 37.62 24.55 HavertyFurn A HVT.A 2.8 7 37.56 +0.58 .95
21.09 11.53 ClarosMtg CMTG10.5 18 14.13 –0.72 .37 13.57 7.25 DeutscheBank DB 1.8 6 11.97 –0.75.1559 52.03 31.67 Envista NVST ... 29 38.25 –0.23 ... 12.44 5.21 GEO Group GEO ... 8 9.19 –0.35 ... 44.72 33.18 HawaiianElec HE 3.6 18 40.50 –1.80 .36
136.74 81.56 CleanHarbors CLH ... 19 132.17 –2.56 ... 79.40 48.86 DevonEnergy DVN 9.2 6 55.00 +1.67 .69 91.06 41.33 Enviva EVA 8.5 dd 42.40 –2.07 .905 34.16 23.10 GFLEnvironmental GFL .2 dd 30.74 –0.21 .012 10.40 9.67 HawksAcqnA HWKZ ... dd 10.13 +0.03 ...
4.10 0.91 ClearChannelOutdr CCO ... dd 1.57 –0.28 ... 212.33 160.09 Diageo DEO 2.1 23 175.47 +1.022.0977 3.43 1.06 EnzoBiochem ENZ ... dd 1.17 –0.13 ... 61.93 36.10 GMS GMS ... 8 60.16 –0.97 ... 18.83 7.97 Hayward HAYW ... 14 12.45 –0.66 ...
35.00 18.79 ClearSecure YOU .0 dd 30.53 +1.19 .25 12.84 5.17 DiamondOffshore DO ... dd 11.25 –1.01 ... 243.79 145.98 Equifax EFX .8 35 200.14 –11.58 .39 7.94 2.19 GOL Linhas GOL .0 dd 2.26 –0.13.0023 32.15 18.16 HealthcareRealty HR 7.2 72 19.68 –1.28 .31
22.70 11.23 ClearwaterAnalytic CWAN ... dd 18.03 –1.09 ... 11.15 7.18 Diamondrock DRH 1.4 19 8.88 +0.05 .03 42.53 28.46 Equinor EQNR 2.5 3 31.42 +0.77 .20 47.82 28.47 GSK GSK 5.8 4 34.57 –1.31.3404 35.72 21.41 HealthpeakProp PEAK 4.9 27 24.55 –1.58 .30
46.48 25.07 ClearwaterPaper CLW ... 14 37.83 +1.10 ... 6.89 3.36 DianaShipping DSX 19.3 3 4.67 +0.46 .15 33.24 24.61 Equitable EQH 2.6 7 31.35 –1.40 .20 10.27 9.71 GSquaredIIA GSQB ... 36 10.27 ... ... 7.66 3.41 HeclaMining HL .3 dd 4.98 –0.19.0025
38.65 27.59 ClearwayEnergyA CWEN.A 4.4 6 29.26 –1.80.3745 138.43 63.45 Dick's DKS 1.5 11 128.27 –1.88.4875 9.90 5.90 EquitransMdstm ETRN 9.6 dd 6.23 –0.26 .15 84.45 32.10 GXO Logistics GXO ... 29 48.67 –1.17 ... 177.55 126.95 Heico HEI .1 69 174.87 –2.03 .10
41.79 29.61 ClearwayEnergyC CWEN 4.5 6 30.97 –1.80.3745 9.03 1.26 DieboldNixdorf DBD ... dd 2.89 –0.04 ... 28.84 21.18 EquityCommnwlth EQC .0 82 21.41 –4.56 4.25 202.37 148.24 Gallagher AJG 1.2 36 184.73 –3.87 .55 139.80 102.33 Heico A HEI.A .1 54 138.79 –0.71 .10
34.04 11.83 Cleveland-Cliffs CLF ... 8 19.72 –0.10 ... 3.83 1.05 DigitalMedia DMS ... dd 1.24 –0.10 ... 83.80 56.91 EquityLife ELS 2.6 45 69.31 –2.57.4475 49.85 15.41 GameStop GME ... dd 19.54 –2.45 ... 6.74 0.26 Heliogen HLGN ... dd .29 –0.11 ...
9.98 6.08 ClipperRealty CLPR 5.7 dd 6.68 –0.10 .095 153.50 85.76 DigitalRealty DLR 4.6 92 105.04 –5.72 1.22 94.32 57.38 EquityResdntl EQR 3.9 31 63.67 –2.21 .625 5.04 1.25 Gannett GCI ... dd 3.04 +0.36 ... 83.00 48.27 HeliosTech HLIO .5 21 66.00 –2.60 .09
2.35 0.55 CloopenGroup RAAS ... ... .79 –0.03 ... 30.66 10.39 DigitalBridge DBRG .3 dd 12.21 –2.19 .01 2.72 1.34 EquusTotReturn EQS ... ... 1.59 –0.11 ... 4.51 0.64 GaotuTechedu GOTU ... 24 3.29 –0.47 ... 9.16 2.47 HelixEnergy HLX ... dd 8.21 +0.59 ...
160.59 120.50 Clorox CLX 3.1 44 154.03 +0.40 1.18 63.89 23.38 DigitalOcean DOCN ... dd 31.44 –3.89 ... 13.90 8.89 ErmenegildoZegna ZGN .7 ... 13.07 –0.27.0947 16.14 7.79 Gap GPS 4.5 85 13.24 –0.50 .15 54.59 33.44 Helm&Payne HP 2.4 28 41.15 –1.26 .235
132.45 37.37 Cloudflare NET ... dd 59.20 –5.25 ... 417.86 193.00 Dillard's DDS .2 7 352.41 –54.24 .20 16.91 8.07 EroCopper ERO ... 10 15.07 –1.53 ... 121.74 76.37 Garmin GRMN 3.0 20 98.30 +1.29 .73 37.18 12.04 Herbalife HLF ... 6 19.48 –0.95 ...
3.93 1.25 CN Finance CNF ... cc 2.22 +0.05 ... 84.14 61.03 DineBrands DIN 2.6 15 78.02 –3.44 .51 45.01 34.27 EssentGroup ESNT 2.3 6 42.89 –0.61 .25 358.25 221.39 Gartner IT ... 33 332.35 –13.67 ... 171.74 83.43 HercHoldings HRI 1.8 13 141.00 –8.56.6325
67.20 54.02 Coca-Cola KO 3.1 27 59.84 –0.28 .46 7.30 2.43 Dingdong DDL ... dd 4.69 +0.17 ... 26.75 18.88 EssentialProp EPRT 4.3 26 25.83 –0.06 .275 16.44 9.40 GatesIndustrial GTES ... 18 14.12 –0.04 ... 19.09 11.16 HerculesCapital HTGC 9.8 21 15.86 –0.38 .08
77.01 50.21 Coca-Cola Femsa KOF 3.5 18 72.83 +1.281.3398 10.42 9.95 DirectSellingA DSAQ ... 19 10.41 ... ... 52.62 38.50 EssentialUtil WTRG 2.6 25 44.40 –1.75 .287 5.63 2.20 GatosSilver GATO ... dd 4.09 –0.62 ... 7.37 1.12 HeritageInsurance HRTG10.0 dd 2.39 +0.12 .06
5.40 2.54 CoeurMining CDE ... dd 2.94 –0.37 ... 124.72 87.64 DiscoverFinSvcs DFS 2.1 7 112.22 +1.04 .60 363.36 205.24 EssexProp ESS 3.8 42 229.46 –7.37 2.20 6.25 0.20 Gelesis GLS ... dd .28 +0.02 ... 12.15 7.46 HershaHospitality HT 2.4 3 8.48 –0.06 .50
88.21 52.34 Cohen&Steers CNS 3.1 21 72.10 –2.10 .55 150.28 84.07 Disney DIS ... 55 100.30 –4.92 ... 300.74 186.47 EsteeLauder EL 1.1 59 242.72 –10.16 .66 27.15 11.92 GencoShipping GNK 10.5 5 19.13 +1.07 .50 244.38 198.02 Hershey HSY 1.7 30 239.02 –1.671.036
75.05 29.90 Coherent COHR ... dd 42.69 –2.30 ... 10.15 9.70 dMYTechVI A DMYS ... cc 10.13 ... ... 31.78 19.60 EthanAllen ETD 4.4 7 29.23 –0.37 .32 329.50 86.29 Generac GNRC ... 22 118.21 –8.56 ... 160.52 89.80 Hess HES 1.1 19 138.95 +3.43 .375
83.81 67.84 ColgatePalm CL 2.6 34 73.13 –1.39 .47 88.06 61.55 DolbyLab DLB 1.3 44 81.96 –1.55 .27 21.00 9.78 Euronav EURN .7 18 18.38 +1.92 .03 256.86 207.42 GeneralDynamics GD 2.2 19 231.95 –3.31 1.26 35.71 24.33 HessMidstream HESM 8.1 14 28.11 –0.18.5696
10.12 9.63 ColombierAcqnA CLBR ... 45 10.07 ... ... 15.78 7.20 Dole DOLE 2.7 22 11.86 +0.41 .08 13.34 5.30 EveHolding EVEX ... dd 5.61 –0.59 ... 84.79 46.77 GeneralElec GE .4 dd 83.55 +0.51 .08 17.66 11.90 HewlettPackard HPE 3.1 24 15.60 –0.76 .12
10.21 9.71 Colonnade II A CLAA ... cc 10.17 ... ... 262.21 183.25 DollarGeneral DG 1.0 21 214.25 –13.57 .55 10.40 9.82 EVeMobilityA EVE ... cc 10.38 +0.03 ... 88.34 61.67 GeneralMills GIS 2.7 17 80.64 +3.87 .54 74.99 47.38 Hexcel HXL .7 49 72.40 +0.16 .125
97.52 62.83 Comerica CMA 3.9 8 70.41 –2.47 .68 2.75 0.34 Doma DOMA ... dd .58 –0.12 ... 15.75 5.30 Eventbrite EB ... dd 8.42 +0.15 ... 47.48 30.33 GeneralMotors GM .9 6 39.18 –3.99 .09 47.01 24.51 HighwoodsProp HIW 7.4 18 27.05 –1.37 .50
146.86 74.14 ComfortSystems FIX .4 22 146.81 +19.18 .175 88.78 56.24 DominionEner D 4.7 53 57.00 –1.70.6675 137.42 78.67 EvercoreA EVR 2.3 11 126.56 –4.18 .72 10.63 9.66 GenAsia I A GAQ ... 44 10.24 –0.04 ... 53.54 36.16 Hillenbrand HI 1.9 16 46.56 –1.04 .22
58.09 31.47 CommercialMetals CMC 1.2 5 52.13 –4.95 .16 448.99 297.00 Domino's DPZ 1.5 24 297.47 –59.89 1.21 10.38 9.90 EverestConsolA MNTN ... dd 10.37 +0.04 ... 72.34 37.54 Genesco GCO ... 6 44.59 –2.26 ... 34.87 24.18 Hilltop HTH 1.9 21 33.43 –1.40 .16
74.05 54.63 CommBkSys CBU 2.9 17 60.25 –0.57 .44 64.36 46.00 Donaldson DCI 1.5 23 62.94 –1.33 .23 395.00 244.58 EverestRe RE 1.7 26 386.17 –0.58 1.65 13.44 7.61 GenesisEnergy GEL 5.2 dd 11.58 +0.61 .15 54.55 32.12 HiltonGrandVac HGV ... 16 46.71 –0.35 ...
12.51 1.88 CommunityHlthSys CYH ... 19 6.30 –1.64 ... 50.38 24.60 DonnelleyFin DFIN ... 14 42.86 –6.71 ... 24.11 13.52 Everi EVRI ... 10 18.20 –0.96 ... 13.25 5.66 GenieEnergy GNE 2.5 3 11.84 –0.74 .075 167.99 108.41 Hilton HLT .4 32 144.79 –1.55 .15
43.88 30.38 CommunityHlthcr CHCT 4.5 49 39.55 –1.31.4475 130.20 41.37 DoorDash DASH ... dd 55.09 –6.72 ... 94.63 70.54 EversourceEner ES 3.5 19 77.38 –2.89 .675 5.85 2.20 GeniusSports GENI ... dd 4.84 –0.64 ... 10.04 2.72 Hims&HersHealth HIMS ... dd 9.77 +0.14 ...
12.04 7.45 SABESP SBS 1.4 12 10.13 –0.52.2004 23.51 12.75 DorianLPG LPG .0 7 21.89 +0.20 1.00 42.94 30.17 Evertec EVTC .5 11 36.75 +1.27 .05 48.85 37.68 Genpact G 1.2 25 47.73 +0.17.1375 56.00 11.30 Hippo HIPO ... dd 16.33 –1.27 ...
4.00 2.45 EngGr-Cmg C CIG.C 7.5 10 3.10 –0.10.0386 32.43 17.22 DoubleVerify DV ... 82 26.37 –1.01 ... 39.78 21.83 EvolentHealth EVH ... dd 34.91 +1.86 ... 187.73 118.17 GenuineParts GPC 2.0 22 178.82 –1.32 .95 18.95 6.88 HireRight HRT ... 8 11.28 –0.22 ...
2.62 1.82 EngGr-Cmg CIG 11.7 6 1.98 –0.10.0386 41.40 27.76 DouglasDynamics PLOW 3.1 23 38.03 –1.87 .295 51.35 30.44 EvoquaWater AQUA ... 80 48.49 –2.07 ... 6.40 3.43 GenworthFin GNW ... 5 6.26 +0.02 ... 14.68 1.88 Holley HLLY ... 4 2.15 –0.15 ...
8.25 5.71 COPEL ELP 12.6 cc 6.60 –0.35.2619 8.49 3.50 DouglasElliman DOUG 4.6 11 4.31 –0.74 .05 31.13 18.31 ExcelerateEner EE .5 cc 21.17 –0.32 .025 18.52 10.26 GeoPark GPRK 4.0 4 12.82 –0.13 .127 20.00 15.12 HollyEnergy HEP 7.7 11 18.24 –0.30 .35
5.97 2.20 CiaSiderurgica SID 12.6 9 3.23 –0.16.2015 34.70 14.25 DouglasEmmett DEI 5.3 26 14.43 –0.99 .19 4.93 0.80 Express EXPR ... dd 1.03 –0.11 ... 6.66 3.94 Gerdau GGB .5 4 5.42 –0.12.0788 26.20 19.83 HomeBancShares HOMB 3.0 15 24.04 –0.53 .18
17.07 9.31 CerveceriasUnid CCU 3.1 16 15.64 –0.12.3084 162.88 114.49 Dover DOV 1.4 20 148.40 –6.96 .505 23.05 8.82 Expro XPRO ... dd 23.05 +2.28 ... 10.17 0.43 Getaround GETR ... dd .45 –0.20 ... 347.25 264.51 HomeDepot HD 2.6 18 296.66 –21.29 2.09
25.94 16.32 CompassDiversif CODI 4.7 dd 21.50 –0.46 .25 71.86 42.91 Dow DOW 4.8 9 57.79 –0.34 .70 222.36 139.97 ExtraSpaceSt EXR 4.0 25 160.79 +1.80 1.62 37.88 4.51 GettyImages GETY ... dd 6.47 +0.05 ... 31.08 21.44 HondaMotor HMC 3.0 8 25.75 +0.21.4426
8.35 1.84 Compass COMP ... dd 3.59 –0.29 ... 62.52 22.91 Doximity DOCS ... 57 32.83 –0.95 ... 119.63 76.20 ExxonMobil XOM 3.3 8 110.75 –0.53 .91 36.49 24.66 GettyRealty GTY 5.0 18 34.39 –0.30 .43 42.62 32.21 HoraceMannEdu HMN 3.5 dd 37.03 –1.08 .32
67.67 30.67 CompassMnlInt CMP 1.5 dd 38.77 –2.01 .15 58.28 47.88 DrReddy'sLab RDY .6 23 54.17 –1.07.3171 10.42 9.92 GigCapital5 GIA ... dd 10.39 ... ... 55.11 44.08 HormelFoods HRL 2.4 25 45.10 –0.64 .275
10.43 9.73 ComputeHlthA CPUH ... 33 10.26 ... ... 23.09 8.17 DreamFinders DFH ... 6 12.01 +0.22 ... F 39.91 25.67 Gildan GIL 2.2 11 31.33 +1.53 .186 104.14 59.25 DR Horton DHI 1.1 6 91.16 –3.22 .25
22.11 7.82 ComstockRscs CRK 3.9 3 12.81 +0.75 .125 41.23 19.10 Dril-Quip DRQ ... dd 29.36 –0.42 ... 4.91 1.45 GinkgoBioworks DNA ... dd 1.47 –0.27 ... 104.47 74.18 HoulihanLokey HLI 2.2 25 94.67 –4.50 .53
41.30 30.06 ConagraBrands CAG 3.6 26 36.53 +0.12 .33 22.29 12.64 DuckhornPtf NAPA ... 30 15.42 –0.20 ... 10.16 9.69 FastAcqnII A FZT ... cc 10.14 +0.02 ... 59.70 44.32 GlacierBancorp GBCI 2.8 17 47.47 +0.32 .33 97.39 33.20 Hovnanian HOV ... 2 64.13 +0.88 ...
10.45 9.61 ConcordAcqnIIA CNDA ... 34 10.15 +0.06 ... 58.28 38.89 Ducommun DCO ... 24 55.49 +1.89 ... 35.00 9.03 F&GAnnuities FG 3.8 ... 21.03 –0.66 .20 13.90 2.08 Glatfelter GLT .0 dd 3.49 –0.55 .14 105.51 50.90 HowardHughes HHC ... 17 82.84 –5.26 ...
10.34 9.86 ConcordAcqnIII A CNDB ... 16 10.31 ... ... 116.33 83.76 DukeEnergy DUK 4.1 29 96.92 –2.571.005 47.40 34.02 FB Financial FBK 1.6 14 37.17 –1.67 .15 64.49 33.33 Glaukos GKOS ... dd 47.60 –4.00 ... 43.83 29.84 HowmetAerospace HWM .4 38 41.96 –1.06 .04
2.38 1.03 ConcordMed CCM ... dd 1.03 –0.17 ... 18.57 11.23 Dun&Bradstreet DNB 1.7 dd 12.05 –0.15 .05 15.66 0.79 F45Training FXLV ... dd 2.19 –0.60 ... 7.60 3.49 GlobalBlue GB ... dd 7.00 –0.15 ... 263.30 170.21 Hubbell HUBB 1.8 25 253.46 +1.40 1.12
155.51 71.09 Conmed CNMD .9 dd 93.95 –4.53 .20 78.98 49.52 DuPont DD 2.0 6 72.92 –2.16 .36 23.93 5.55 Figs FIGS ... 53 8.95 –0.41 ... 10.01 4.26 GlblBusTravel GBTG ... dd 7.05 –0.03 ... 546.95 245.03 HubSpot HUBS ... dd 386.13 –18.52 ...
138.49 78.30 ConocoPhillips COP 1.9 7 105.25 +1.13 .60 66.00 20.05 DutchBros BROS ... dd 33.07 –5.49 ... 140.99 98.24 FMC FMC 1.8 22 128.87 +0.67 .58 30.72 20.52 GlobalIndemnity GBLI 3.5 20 28.89 –0.33 .25 8.75 3.08 HudbayMinerals HBM .3 17 4.65 –0.55.0076
102.21 78.10 ConEd ED 3.6 20 91.26 –1.99 .81 122.13 76.21 DycomInds DY ... 22 85.09 +2.15 ... 14.71 10.48 FNB FNB 3.4 12 14.25 –0.30 .12 37.32 22.26 GlobalIndl GIC 2.6 14 27.90 –1.09 .20 28.66 9.10 HudsonPacProp HPP 10.6 dd 9.41 –0.75 .25
10.65 9.74 ConstellationI A CSTA ... 37 10.24 +0.01 ... 4.49 2.08 DynagasLNG DLNG ... 2 3.08 –0.07 ... 16.94 6.42 FreyrBattery FREY ... dd 8.26 –0.61 ... 16.47 7.01 GlobalMedREIT GMRE 8.3 39 10.11 –0.64 .21 571.30 410.87 Humana HUM .7 23 507.42 –2.72 .885
261.52 208.12 ConstBrands A STZ 1.4 cc 224.09 –2.71 .80 49.55 29.41 Dynatrace DT ... cc 42.94 +0.23 ... 23.44 16.70 FS KKR Cap FSK 12.5 27 19.52 –0.18 .06 16.01 9.82 GlobalNetLease GNL 11.3 dd 14.22 –0.22 .40 260.02 189.76 HuntingIngalls HII 2.2 15 220.75 –3.79 1.24
20.00 9.82 Constellium CSTM ... 7 15.48 +1.32 ... 17.06 10.60 DynexCapital DX 11.6 4 13.48 –0.31 .13 190.43 140.09 FTI Consulting FCN ... 29 183.70 +19.57 ... 39.24 20.23 GlobalPtrs GLP 7.3 4 34.56 –1.46.9375 41.06 23.54 Huntsman HUN 2.9 14 29.39 –1.27.2375
8.93 3.89 ContainerStore TCS ... 4 4.33 –0.63 ... 10.15 9.62 EG Acqn A EGGF ... 71 10.09 +0.01 ... 140.18 74.57 Fabrinet FN ... 19 119.92 –3.35 ... 146.71 92.27 GlobalPayments GPN .9 cc 112.21 –4.10 .25 119.37 70.12 HyattHotels H ... 28 115.64 +1.90 ...
20.68 6.86 Volaris VLRS ... dd 11.51 +0.26 ... 75.41 20.49 elfBeauty ELF ... 86 73.34 –0.31 ... 474.13 345.92 FactSet FDS .8 38 421.39 –9.84 .89 30.02 14.62 GlobalShipLease GSL 7.7 3 19.48 –0.14 .375 4.73 2.06 Hyliion HYLN ... dd 2.74 –0.52 ...
430.67 244.22 Cooper COO .0 43 330.51 –14.61 .03 169.89 95.64 EMCOR EME .4 20 165.52 +14.33 .15 710.00 340.48 FairIsaac FICO ... 45 665.94 –16.25 ... 286.63 151.63 Globant GLOB ... 50 163.03 –9.97 ... 39.63 20.99 HysterYaleMatls HY 4.1 dd 31.84 +1.38.3225
40 BARRON’S February 27, 2023

D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST 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.

NYSE Cumulative Daily Breadth vs DJIA


31.53 21.00 MillerIndustries MLR 2.6 23 27.77 –1.21 .18 15.65 6.95 ON24 ONTF ... dd 9.62 –0.53 ...
I 73.57 49.38 MineralsTechs MTX .3 17 61.39 –2.18 .05 35.65 13.29 OakStreetHealth OSH ... dd 35.43 –0.02 ...
9.53 5.40 MirionTech MIR ... dd 9.18 +0.43 ... 77.13 38.24 OccidentalPetrol OXY .9 5 58.98 –1.75 .13
44.07 31.32 IAA IAA ... 19 41.47 +0.01 ... 16.74 7.80 MisterCarWash MCW ... 28 9.41 –0.22 ... 55.04 18.92 OccidentalPetrolWt OXY.WT ... ... 37.34 –1.59 ...
23.75 16.36 ICICI Bank IBN .6 18 20.30 –0.51.1124 7.02 3.38 MistrasGroup MG ... 46 5.25 –0.28 ... 21.96 7.25 OceaneeringIntl OII ... 78 19.79 –0.16 ...
12.96 7.05 ICL Group ICL 2.2 4 7.16 –0.23.1383 Weak Week: Cumulative breadth on the NYSE reversed course this 7.71 4.31 MitsubishiUFJ MUFG 2.5 29 7.11 –0.23.1021 37.17 17.76 OcwenFinancial OCN ... 3 36.13 +0.32 ...
118.92 93.53 IDACORP IDA 3.0 20 104.27 –1.38 .79 12.77 6.75 MiX Telematics MIXT 2.9 31 7.95 –0.24.0574 6.37 0.38 Offerpad OPAD ... dd .63 –0.13 ...
37.77 21.68 IDT IDT ... 20 30.89 –0.86 ... week and fell, as the S&P 500 slid 2.7%. NYSE losers outnumbered 3.30 2.10 MizuhoFin MFG 3.0 9 3.11 –0.10 .062 38.44 22.14 OilDriAmerica ODC 3.0 28 36.94 –0.08 .28
12.77 4.91 IHS Holding IHS ... dd 7.41 –0.10 ... 43.18 20.95 ModelN MODN ... dd 33.50 –1.82 ... 10.44 3.51 OilStatesIntl OIS ... dd 9.06 –0.69 ...
14.72 8.14 ING Groep ING 4.3 ... 13.67 –0.41.1737 gainers on the week, by 3 to 1. 26.29 7.67 ModineMfg MOD ... 18 24.24 –0.37 ... 26.93 20.27 OldRepublic ORI 3.5 11 26.39 –0.12 .245
3.98 0.64 INNOVATE VATE ... dd 2.87 –0.13 ... 24.00 9.61 Modiv MDV 9.3 dd 12.37 +0.61.0958 67.25 41.33 Olin OLN 1.3 7 59.67 –1.58 .20
23.83 13.20 Invesco IVZ 4.3 12 17.53 –1.18.1875 Breadth DJIA 50.23 33.12 Moelis MC 5.7 20 42.27 –3.12 .60 14.67 5.74 Olo OLO ... dd 7.77 –0.37 ...
254.94 165.75 IQVIA IQV ... 37 209.54 –10.19 ... 159.00 87.02 MohawkInds MHK ... cc 104.00 –9.93 ... 33.71 24.81 OmegaHealthcare OHI 10.0 15 26.92 –1.31 .67
7.10 3.16 IRSA IRS ... 3 6.46 –0.05 ... 595,000 35,100 374.00 249.78 MolinaHealthcare MOH ... 21 287.29 –8.78 ... 96.52 61.31 Omnicom OMC 3.1 14 91.60 –2.12 .70
95.18 63.77 ITT ITT 1.3 20 89.81 –4.38 .29 Breadth 586,387 60.12 46.69 MolsonCoorsB TAP 2.8 dd 53.78 +1.76 .41 29.18 15.44 OnHolding ONON ... ... 20.68 –1.07 ...
3.77 0.92 IamGold IAG ... dd 2.24 –0.22 ... 3.04 0.44 MoneyLion ML ... dd .69 –0.03 ... 32.99 20.45 OneLiberty OLP 7.9 12 22.84 –0.89 .45
10.75 9.71 IberePharmA IBER ... 28 10.20 +0.03 ... 589,400 33,800 57.49 28.36 MontroseEnvl MEG ... dd 50.70 –2.98 ... 23.00 4.50 OneConnectFin OCFT ... dd 6.97 –0.33 ...
10.46 9.92 IconicSportsA ICNC ... 16 10.46 +0.02 ... 346.22 230.16 Moody's MCO 1.1 39 289.24 –12.21 .77 51.51 28.77 OneMain OMF 9.1 6 43.74 –0.77 1.00
246.23 172.19 IDEX IEX 1.1 29 224.84 –6.16 .60
4.26 1.10 iHuman IH ... 17 3.18 +0.33 ...
583,800 32,500 102.33 70.25 Moog A MOG.A 1.1 21 101.09 –0.70 .27 92.76 56.02 OntoInnovation ONTO ... 18 80.20 +0.22 ...
101.46 69.94 Moog B MOG.B 1.1 21 100.47 –0.99 .27 17.26 10.82 Ooma OOMA ... dd 12.90 –0.91 ...
253.37 173.52 IllinoisToolWks ITW 2.3 24 232.70 –7.64 1.31 100.99 72.05 MorganStanley MS 3.2 16 97.70 –1.81 .775 49.32 28.41 Oppenheimer A OPY 1.3 17 44.60 –3.30 .15
21.25 12.13 Imax IMAX ... dd 17.92 +1.04 ... 578,200 31,200 79.28 41.91 Mosaic MOS 1.6 5 51.51 +1.66 .25 4.30 1.87 OppFi OPFI ... 2 2.24 –0.06 ...
7.40 2.77 IndependenceContr ICD ... dd 3.62 +0.04 ... 10.41 9.81 MotiveCapII A MTVC ... cc 10.38 +0.03 ... 91.22 60.78 Oracle ORCL 1.4 28 88.66 +1.38 .32
28.42 15.04 IndepRealty IRT 3.1 34 17.98 –0.76 .14 275.16 195.18 MotorolaSol MSI 1.3 33 261.80 –7.62 .88 12.71 8.81 Orange ORAN 4.9 6 11.54 +0.03.2352
54.24 36.98 IndustrsBachoco IBA 1.8 9 53.09 –0.65.4887 572,600 29,900 41.75 27.72 Movado MOV 4.1 8 34.22 –0.41 .35 17.95 7.95 OrchidIsland ORC 16.5 dd 11.62 –0.09 .16
10.36 9.77 InfiniteAcqnA NFNT ... dd 10.35 ... ... 76.00 50.05 MuellerIndustries MLI 1.4 6 72.92 –1.61 .30 39.48 22.88 Organon OGN 4.4 7 25.59 –0.43 .28
10.65 9.91 InFinTAcqnA IFIN ... dd 10.52 ... ... 14.62 9.90 MuellerWater MWA 1.8 27 13.87 –0.25 .061 25.40 12.87 OrionEngCarbons OEC .3 15 25.30 +1.33.0207
23.87 14.96 Informatica INFA ... dd 17.50 –0.58 ... 567,000 28,600 6.19 0.87 MultiPlan MPLN ... 7 1.05 –0.07 ... 3.42 2.10 OrionGroup ORN ... dd 2.74 –0.02 ...
25.21 16.39 Infosys INFY 1.3 26 18.33 –0.75.2013 M A M J J A S O N D J F 51.29 25.97 MurphyOil MUR 2.8 6 39.48 –0.05 .275 18.21 8.20 OrionOffice ONL 4.6 dd 8.61 –0.51 .10
58.57 39.28 IngersollRand IR .1 39 57.68 +0.10 .02 323.00 164.30 MurphyUSA MUSA .6 9 264.68 –9.34 .37 103.43 68.78 Orix IX 3.2 9 88.03 +0.121.5643
90.81 56.31 Ingevity NGVT ... 15 88.56 –2.19 ... In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
25.55 15.82 MyersIndustries MYE 2.2 17 24.62 –0.05 .135 101.81 67.28 OrmatTech ORA .6 71 83.52 –8.93 .12
105.24 78.81 Ingredion INGR 2.8 14 101.74 +2.67 .71 added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we 10.53 2.05 OscarHealth OSCR ... dd 5.24 –0.36 ...
27.06 7.67 MyovantSciences MYOV ... dd 26.96 –0.01 ...
211.17 81.00 InnovativeIndProp IIPR 8.8 16 82.14 –4.62 1.80 plot. Dec. 31, 1985 =1000. 113.17 69.30 Oshkosh OSK 1.8 37 89.03 –2.12 .41
7.49 1.05 Innovid CTV ... dd 1.72 –0.27 ... N 10.29 9.65 OsirisAcqn OSI ... 63 9.97 ... ...
10.20 9.74 InsightAcqnA INAQ ... 27 10.19 +0.02 ... 11.43 3.84 OsiskoDevelopment ODV ... dd 4.07 –0.19 ...
125.95 84.26 Insperity NSP 1.7 26 122.09 –3.50 .52 63.19 28.66 NACCO Inds NC 2.2 4 37.84 –0.76.2075 14.57 9.20 OsiskoGold OR 1.2 dd 12.96 +0.19.0412
282.31 142.74 InspireMedical INSP ... dd 261.41 –7.45 ... –52-Week– Tick Div –52-Week– Tick Div 12.72 8.12 N-able NABL ... cc 12.26 +2.13 ...
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 85.54 62.49 OtisWorldwide OTIS 1.4 28 83.63 –1.13 .29
118.26 69.44 InstalledBldg IBP 1.1 15 113.82 +4.06 .90 43.80 18.06 NCR NCR ... 85 25.69 –1.12 ... 5.00 0.76 Ouster OUST ... dd 1.13 –0.23 ...
47.70 24.00 InsteelInds IIIN .4 5 29.23 –0.50 .03 75.08 55.03 Kirby KEX ... 36 72.44 –0.63 ... 2.99 1.00 NGL Energy NGL ... dd 2.78 +0.02 ...
M 29.36 14.97 OutfrontMedia OUT 7.0 21 17.09 –2.09 .30
31.47 15.68 Instructure INST ... dd 26.29 –0.23 ... 23.35 16.42 KiteRealty KRG 4.2 dd 21.74 –0.72 .24 24.43 8.38 NIO NIO ... dd 9.30 –0.89 ... 3.95 1.83 OverseasShip OSG ... 27 3.74 –0.06 ...
88.58 50.05 IntegerHoldings ITGR ... 38 74.12 –2.12 ... 64.35 42.50 Knight-Swift KNX 1.0 12 57.54 –2.58 .14 10.71 6.06 NL Industries NL 3.9 6 7.09 –0.06 .07
193.42 138.43 M&T Bank MTB 3.3 14 156.13 –3.79 1.30 63.30 37.27 Ovintiv OVV 2.2 3 45.56 +2.02 .25
10.75 9.89 IntegratedRailA IRRX ... 35 10.42 –0.01 ... 10.88 9.84 KnightSwanA KNSW ... ... 10.34 +0.01 ... 24.83 13.98 NOV NOV .9 55 21.65 –0.02 .05
16.68 8.91 MBIA MBI ... dd 13.66 +0.51 ... 47.24 14.10 Owens&Minor OMI ... 12 19.28 –1.20 ...
10.44 9.89 IntegratedWellA WEL ... dd 10.42 +0.01 ... 18.85 5.37 KnotOffshore KNOP 1.7 ... 6.13 –0.35 .026 14.86 8.79 NOW DNOW ... 11 12.60 –0.40 ...
45.80 27.04 MDC Holdings MDC 5.4 5 36.80 –0.69 .50 105.62 72.97 OwensCorning OC 2.1 8 97.84 –2.09 .52
22.93 11.57 Knowles KN ... dd 16.58 –0.95 ... 47.82 30.64 NRG Energy NRG 4.5 7 33.60 –0.62.3775
137.40 88.60 ICE ICE 1.6 40 102.51 –4.60 .42 32.19 24.92 MDU Rscs MDU 2.8 18 32.00 +0.48.2225 15.33 10.18 OwlRock ORCC 9.7 12 13.59 +0.41 .33
72.10 47.06 InterContinentl IHG 1.9 32 67.85 –0.43 .439 63.74 23.38 Kohl's KSS 6.8 7 29.22 –3.21 .50 5500.00 3576.01 NVR NVR ... 10 5132.47 +34.33 ...
17.16 7.15 MFA Financial MFA 12.9 dd 10.83 –0.17 .35 5.35 0.30 Owlet OWLT ... dd .36 +0.02 ...
37.64 19.65 IntercorpFinSvcs IFS ... 6 23.34 +0.32 ... 34.93 11.75 Philips PHG 4.7 4 16.43 –0.61.9641 10.44 9.91 NaborsEnerA NETC ... cc 10.42 +0.02 ...
15.76 11.38 MGIC Investment MTG 2.9 5 13.79 –0.25 .10 123.37 77.81 OxfordIndustries OXM 1.9 12 115.70 –2.82 .55
153.21 115.55 IBM IBM 5.1 74 130.57 –4.45 1.65 50.60 30.98 KontoorBrands KTB 4.3 11 44.34 –1.28 .48 207.67 92.66 NaborsIndustries NBR ... dd 146.89 –8.57 ...
35.90 20.11 Koppers KOP .7 10 34.35 –0.34 .06 45.64 26.41 MGM Resorts MGM .0 13 42.60 –0.96.0025
140.12 83.14 IntlFlavors IFF 3.5 dd 93.80 –2.70 .81 64.68 34.33 MI Homes MHO ... 3 56.26 –0.79 ... 50.00 36.04 NatlBankHoldings NBHC 2.5 18 40.64 –1.52 .25 PQ
30.67 15.01 IntlGameTech IGT 3.1 14 25.50 –1.10 .20 10.18 5.76 KoreaElecPwr KEP ... dd 6.88 –0.26 ... 75.97 56.21 NationalFuelGas NFG 3.3 9 58.00 –0.21 .475
69.02 46.47 KornFerry KFY 1.1 9 55.67 –1.74 .15 17.50 4.45 MinisoGroup MNSO .0 37 16.45 +0.24 .152
50.23 30.69 IntlPaper IP 5.1 7 36.49 –1.78.4625 5.01 1.41 MOGU MOGU ... ... 2.65 +0.12 ... 80.20 47.22 NationalGrid NGG 4.9 11 63.40 –1.091.0307 49.00 16.07 PBF Energy PBF 1.8 2 43.54 +1.70 .20
48.12 15.79 IntlSeaways INSW 1.0 17 47.09 +2.38 1.00 8.49 4.42 KosmosEnergy KOS ... 8 7.56 +0.06 ... 67.16 50.22 NatlHealthInv NHI 6.6 37 54.73 –3.78 .90 16.49 9.64 PG&E PCG ... 19 15.78 +0.21 ...
35.49 27.47 MPLX MPLX 8.9 9 34.77 –0.14 .775
39.52 25.14 Interpublic IPG 3.4 15 36.21 –1.15 .31 62.78 41.82 Kroger KR 2.4 14 43.75 –0.25 .26 84.45 59.99 NatlPrestoInds NPK 1.3 25 76.57 –0.11 3.00 23.89 15.42 PGT Innovations PGTI ... 13 20.56 –0.97 ...
60.19 23.50 MP Materials MP ... 22 33.00 +0.31 ...
19.78 8.48 KronosWorldwide KRO 6.4 9 11.84 +0.71 .19 4.98 2.31 PHX Minerals PHX 3.0 6 2.96 –0.04.0225
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121.72 27.23 IntrepidPotash IPI ... 1 31.30 –0.38 ... 13.90 7.03 MRC Global MRC ... 18 10.89 –0.61 ... 48.76 38.05 NatlRetailProp NNN 4.9 24 45.18 –1.73 .55
32.93 20.82 InvenTrust IVT 3.4 32 24.36 ....2052 4.25 0.33 KukeMusic KUKE ... dd .96 +0.23 ... 67.44 34.90 NatlStorage NSA 5.3 45 41.41 –0.50 .55 83.17 54.48 PJT Partners PJT 1.3 22 77.52 –4.02 .25
146.33 108.75 MSA Safety MSA 1.4 30 134.45 –5.75 .46
24.00 9.60 InvescoMtg IVR 20.3 dd 12.83 –0.84 .65 17.21 7.93 Kyndryl KD ... dd 15.45 –1.01 ... 12.34 3.61 Natura&Co NTCO .8 dd 5.72 –0.15.0492 39.00 20.20 PLDT PHI 5.0 8 23.73 –0.94.8451
572.50 376.41 MSCI MSCI 1.1 48 518.16 –26.67 1.38
11.40 1.67 Invitae NVTA ... dd 1.95 –0.23 ... 90.04 71.33 MSC Industrial MSM 3.8 13 84.01 –2.67 .79 15.00 9.11 NaturalGasSvcs NGS ... dd 10.97 +0.14 ... 203.66 143.52 PNC Fin PNC 3.8 11 158.49 –0.10 1.50
L 49.60 43.43 PNM Resources PNM 3.0 26 49.27 +0.04.3675
44.36 28.52 InvitatHomes INVH 3.3 66 31.55 –1.08 .26 10.56 9.71 M3-Brigade II A MBAC ... 16 10.16 +0.03 ... 24.25 8.00 NaturalGrocers NGVC 3.6 15 11.00 +0.58 .10
16.57 3.04 IonQ IONQ ... dd 4.57 –0.31 ... 10.32 9.85 M3-BrigadeIII A MBSC ... dd 10.29 –0.01 ... 57.30 34.83 NaturalResPtrs NRP 5.3 4 56.37 +0.37 .75 66.18 36.53 POSCO PKX 4.0 8 61.50 –2.54 .971
139.89 89.28 LCI Inds LCII 3.7 7 114.14 –2.75 1.05 141.61 107.06 PPG Ind PPG 1.9 30 129.71 –0.20 .62
58.61 43.33 IronMountain IRM 4.7 27 52.30 –0.30.6185 8.53 4.08 LG Display LPL 3.4 dd 5.80 –0.15 .231 16.41 9.24 MV Oil MVO 16.4 7 13.56 –0.06 .41 14.00 4.40 Natuzzi NTZ ... 9 6.23 +0.18 ...
7.12 0.20 IronNet IRNT ... dd .48 +0.03 ... 15.90 8.05 Mytheresa MYTE ... dd 8.56 –1.03 ... 7.80 4.71 NatWest NWG 3.4 8 6.84 –0.17.3958 31.74 23.47 PPL PPL 3.5 29 27.69 –1.12 .24
16.69 5.11 LL Flooring LL ... 12 5.26 –0.41 ... 31.77 12.11 ProgHoldings PRG ... 13 24.37 +0.95 ...
19.77 6.44 iStar STAR 6.5 dd 7.75 –0.87.0973 27.45 11.36 LSB Inds LXU ... 5 13.97 +1.30 ... 16.67 7.40 Macerich MAC 5.6 dd 12.18 –0.55 .17 5.10 1.23 Nautilus NLS ... dd 1.69 –0.25 ...
3.94 2.50 ItauCorpBanca ITCB 3.5 4 3.21 –0.22 .165 28.06 15.10 Macy's M 3.1 4 20.57 –1.70.1575 15.21 9.59 NavigatorHldgs NVGS ... dd 13.69 +0.35 ... 10.28 9.84 ProofAcqnIA PACI ... dd 10.28 ... ...
45.49 32.23 LTC Properties LTC 6.2 15 36.87 –1.13 .19 35.12 18.09 PROS PRO ... dd 26.48 –1.14 ...
6.07 3.90 ItauUnibanco ITUB ... 8 4.89 –0.26 ... 279.71 189.73 L3HarrisTech LHX 2.1 37 210.15 –3.87 1.12 84.57 38.98 MSG Entertainment MSGE ... dd 59.31 –2.15 ... 4.78 1.53 NaviosMaritime NM ... dd 2.70 +0.45 ...
193.32 136.61 MSG Sports MSGS .0 85 190.09 –0.34 7.00 99.49 72.94 Nelnet NNI 1.1 7 94.22 –0.51 .26 13.78 9.49 P10 PX 1.1 51 10.89 –0.61 .03
J 16.11 8.81 LXP Industrial LXP 4.8 27 10.44 –0.74 .125 100.67 43.49 PVH PVH .2 13 79.52 –3.12.0375
33.06 21.92 La-Z-Boy LZB 2.2 8 32.81 +3.97.1815 55.13 44.79 MagellanMid MMP 7.8 11 53.49 +0.181.0475 5.61 1.59 NerdyA NRDY ... 22 2.43 –0.39 ...
76.44 45.58 MagnaIntl MGA 3.4 27 53.80 –2.80 .46 23.72 17.07 Netstreit NTST 4.0 cc 19.89 +0.24 .20 168.50 110.56 PackagingCpAm PKG 3.6 13 137.80 –3.21 1.25
30.10 17.39 JBG SMITH Prop JBGS 5.1 27 17.81 –0.92 .225 281.22 200.32 LabCorp.ofAmerica LH 1.2 17 242.30 –13.96 .72 38.75 19.51 PagerDuty PD ... dd 28.75 –1.74 ...
20.64 8.45 Magnachip MX ... dd 9.76 +0.02 ... 78.90 31.54 Nevro NVRO ... dd 31.95 –4.03 ...
24.47 8.38 JELD-WEN JELD ... 25 12.82 –0.05 ... 12.70 8.67 LadderCapital LADR 8.1 10 11.36 –0.22 .23 22.28 7.51 PagSeguroDig PAGS ... 11 8.86 –0.35 ...
30.31 18.01 MagnoliaOil MGY 1.9 5 22.01 +0.78 .115 53.53 38.07 NewJerseyRscs NJR 3.0 18 51.43 –0.27 .39
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

30.36 12.47 J.Jill JILL ... 9 28.01 –0.92 ... 102.48 49.71 LambWeston LW 1.1 31 99.98 –0.50 .28 14.86 5.92 PalantirTech PLTR ... dd 8.09 –1.11 ...
10.19 9.74 MagnumOpusA OPA ... 26 10.19 +0.01 ... 46.63 8.40 NewOrientalEduc EDU ... dd 40.06 –1.72 ...
150.13 101.28 JPMorganChase JPM 2.8 12 140.93 –1.31 1.00 3.72 1.54 Lannett LCI ... dd 2.16 –0.32 ... 36.87 18.71 PampaEnergia PAM ... 5 33.01 –0.09 ...
45.67 31.66 MainStreetCap MAIN 6.6 13 40.99 +0.71 .225 80.88 41.66 NewRelic NEWR ... dd 72.40 –3.09 ...
84.92 48.80 Jabil JBL .4 12 83.37 –0.47 .08 22.81 4.19 Lanvin LANV ... 19 6.32 –1.23 ... 28.60 11.66 ParPacific PARR ... 5 27.70 +0.97 ...
27.34 10.41 ManchesterUnited MANU .8 dd 22.89 –3.44 .09 11.73 8.17 NY CmntyBcp NYCB 7.6 7 8.93 –0.46 .17
10.72 9.76 JacksonAcqnA RJAC ... 14 10.25 +0.03 ... 60.34 28.88 LasVegasSands LVS ... dd 56.15 +0.13 ... 47.03 20.37 ParTechnology PAR ... dd 35.88 –0.83 ...
18.41 7.53 Manitowoc MTW ... dd 18.10 +3.74 ... 47.67 27.59 NYTimes A NYT 1.1 37 39.05 –1.35 .11
49.60 23.56 JacksonFinl JXN 4.8 1 45.51 –3.64 .55 43.44 30.21 Lazard LAZ 5.4 11 36.80 –0.88 .50 21.49 12.35 Paragon28 FNA ... dd 18.01 +0.03 ...
109.23 64.00 Manpower MAN 3.2 12 84.16 –4.04 1.36 370.59 280.28 NewMarket NEU 2.5 12 341.65 –2.48 2.10
150.32 106.78 JacobsSolns J .9 24 120.85 –1.04 .26 167.88 114.67 Lear LEA 2.2 26 140.10 –3.64 .77 11.54 5.27 ParamountGroup PGRE 5.8 dd 5.31 –0.43.0775
21.86 14.92 ManulifeFinl MFC 4.5 7 19.65 –0.45.2703 86.37 37.45 Newmont NEM 5.1 dd 43.54 –1.88 .40
34.86 17.25 JamesHardie JHX 1.0 19 20.93 –1.51 .30 10.27 9.79 LearnCWInvtA LCW ... 18 10.25 –0.01 ... 16.54 10.08 ParkAerospace PKE 3.1 41 16.02 –0.11 .125
33.42 19.42 MarathonOil MRO 1.4 5 25.59 –0.27 .10 4.91 2.38 NewparkResources NR ... dd 4.24 –0.03 ...
36.27 19.09 JanusHenderson JHG 5.7 13 27.27 –1.80 .39 41.94 30.28 Leggett&Platt LEG 5.1 15 34.34 –0.28 .44 20.58 10.92 ParkHotels PK 2.0 19 13.92 +0.17 .13
136.46 73.18 MarathonPetrol MPC 2.4 4 124.92 +2.42 .75 10.54 4.27 NexaResources NEXA 5.8 15 5.74 –0.82.1888
12.24 7.95 JanusIntl JBI ... 18 10.30 –0.58 ... 111.12 87.24 Leidos LDOS 1.5 20 99.28 –1.96 .36 361.34 230.44 ParkerHannifin PH 1.5 36 348.03 –7.45 1.33
58.33 31.11 Marcus&Millichap MMI 1.5 13 33.93 –1.95 .25 6.56 3.39 NexGenEnergy NXE ... dd 4.10 –0.52 ...
10.44 9.74 JawsMustangA JWSM ... 39 10.08 +0.01 ... 10.70 1.18 LejuHoldings LEJU ... dd 1.20 –0.14 ... 50.15 32.98 Parsons PSN ... 55 46.84 +1.98 ...
19.01 13.41 Marcus MCS .0 dd 15.70 –0.16 .05 25.98 14.16 NexPointRealEst NREF10.9 41 18.38 –0.24 .185
40.68 24.72 JefferiesFin JEF 3.2 12 37.67 –1.36 .30 32.97 12.82 Lemonade LMND ... dd 15.94 –0.74 ... 402.78 255.82 PaycomSoftware PAYC ... 61 293.42 –10.47 ...
14.45 2.47 MariaDB MRDB ... 11 2.66 –0.14 ... 95.04 38.67 NexPointResidentl NXRT 3.4 dd 48.72 +0.11 .42
2.22 0.93 JianpuTech JT ... ... 1.89 –0.06 ... 19.10 8.24 LendingClub LC ... 3 9.61 –0.31 ... 24.77 6.75 Paymentus PAY ... ... 8.83 +0.32 ...
14.55 7.75 MarineProducts MPX 4.3 11 13.09 –0.63 .14 6.74 1.82 Nextdoor KIND ... dd 2.14 –0.10 ...
76.92 36.51 JinkoSolar JKS ... cc 49.64 –1.11 ... 109.28 62.54 Lennar A LEN 1.6 6 95.84 –3.25 .375 45.00 11.29 Paysafe PSFE ... dd 20.18 –1.04 ...
48.67 27.40 MarineMax HZO ... 4 34.40 +0.85 ... 91.35 67.22 NextEraEnergy NEE 2.6 35 72.92 –3.15.4675
7.15 3.15 JobyAviation JOBY ... dd 4.40 –0.05 ... 91.00 52.67 Lennar B LEN.B 1.8 5 81.12 –2.77 .375 33.29 14.34 PeabodyEnergy BTU ... 3 26.31 –1.95 ...
1519.25 1064.09 Markel MKL ... dd 1335.71 +9.14 ... 12.50 6.66 NexTierOilfield NEX ... 7 9.16 –0.38 ...
126.75 81.59 JohnBeanTech JBT .4 27 108.28 –4.11 .10 279.31 182.85 LennoxIntl LII 1.7 18 251.12 –18.25 1.06 12.03 8.10 Pearson PSO 2.3 23 10.92 –0.09.8062
4.39 0.78 Markforged MKFG ... dd 1.32 –0.05 ... 98.20 69.46 NicoletBankshares NIC ... 11 74.21 –1.51 ...
186.69 155.21 J&J JNJ 2.9 23 155.97 –4.42 1.13 10.60 9.76 LeoHldgsII A LHC ... 48 10.39 +0.02 ... 165.85 110.08 MarriottVacations VAC 1.9 17 151.66 –6.05 .72 139.86 82.22 Nike NKE 1.2 33 118.04 –6.80 .34 26.14 12.54 PebblebrookHotel PEB .3 dd 14.55 –0.49 .01
69.60 45.52 JohnsonControls JCI 2.2 34 62.55 –2.16 .35 22.93 13.57 LeviStrauss LEVI 2.6 12 17.59 –0.21 .12 183.14 143.33 Marsh&McLen MMC 1.5 27 162.04 –4.40 .59 17.10 1.04 NineEnergy NINE ... dd 9.28 –0.38 ... 24.67 14.40 PediatrixMedical MD ... 20 15.64 –1.07 ...
250.87 135.35 JonesLang JLL ... 9 169.16 –6.65 ... 9.48 4.48 Li-Cycle LICY ... dd 5.67 –0.16 ... 406.85 284.99 MartinMarietta MLM .7 26 362.08 –9.60 .66 32.59 23.78 NiSource NI 3.6 16 27.82 +0.68 .25 10.77 9.83 PegasusDigA PGSS ... 32 10.36 ... ...
12.53 2.92 JumiaTech JMIA ... dd 3.32 –0.28 ... 20.05 10.71 LibertyEnergy LBRT 1.3 7 15.28 +0.22 .05 58.18 42.33 Masco MAS 2.2 14 52.48 –2.55 .285 30.67 11.78 NoahHoldings NOAH ... 7 18.67 –1.45 ... 42.74 29.64 PembinaPipeline PBA 5.8 8 33.13 –0.83.1608
10.47 9.80 JuniperII A JUN ... 27 10.30 –0.02 ... 151.76 94.02 LifeStorage LSI 4.0 28 119.31 –3.80 1.20 101.75 65.71 MasoniteIntl DOOR ... 9 87.49 +1.13 ... 45.05 22.64 Noble NE ... 19 38.37 –3.41 ... 8.02 5.33 PennantPark PNNT13.0 dd 5.69 –0.05 .185
38.14 25.18 JuniperNetworks JNPR 2.9 22 30.77 –0.79 .22 20.35 8.75 LifeTime LTH ... dd 18.07 –0.07 ... 100.44 62.36 MasTec MTZ ... cc 97.18 +0.75 ... 5.60 4.08 Nokia NOK 1.3 6 4.58 –0.19.0218 73.79 38.53 PennyMacFin PFSI 1.3 7 60.74 –3.69 .20
1.70 0.73 LightInTheBox LITB ... cc 1.19 –0.01 ... 15.00 7.17 MasterBrand MBC ... ... 9.67 –0.25 ... 25.42 12.50 NomadFoods NOMD ... 12 17.42 –0.35 ... 17.24 10.78 PennyMacMtg PMT 12.2 dd 13.15 –0.94 .40
K 6.05 0.29 Lightng eMotors ZEV ... 1 .61 –0.09 ... 390.00 276.87 Mastercard MA .6 35 353.12 –8.01 .57 4.64 3.00 Nomura NMR 3.1 15 4.09 +0.05.0324 155.36 90.23 PenskeAuto PAG 1.5 8 143.83 –10.84 .61
34.14 12.71 Lightspeed LSPD ... dd 15.04 –1.33 ... 73.78 41.17 MatadorRscs MTDR 1.1 5 55.05 –3.94 .15 3.94 1.73 NordicAmTankers NAT 2.9 dd 3.80 +0.12 .05 60.85 38.55 Pentair PNR 1.6 19 55.43 –1.40 .22
22.10 11.15 KAR Auction KAR ... dd 14.14 –0.41 ... 384.44 243.73 EliLilly LLY 1.4 47 321.64 –6.76 1.13 114.59 64.89 Materion MTRN .5 26 108.36 –3.58 .125 29.59 15.53 Nordstrom JWN 4.0 10 19.20 –2.59 .19 269.19 114.87 Penumbra PEN ... dd 267.38 +2.69 ...
50.56 30.14 KB Financial KB 6.2 4 38.39 –0.47.3829 69.91 28.61 LincolnNational LNC 5.6 dd 31.86 –1.96 .45 31.63 18.29 Mativ MATV 6.0 cc 26.59 –0.15 .40 291.55 203.65 NorfolkSouthern NSC 2.3 16 224.77 –3.38 1.35 21.03 4.90 Perfect PERF ... 8 8.00 +0.25 ...
40.92 24.78 KB Home KBH 1.7 4 35.20 –0.46 .15 348.21 262.47 Linde LIN 1.3 42 347.66 +26.14 1.17 125.34 58.06 Matson MATX 1.8 3 67.71 –2.36 .31 17.05 9.20 NorthAmConstr NOA 1.8 10 16.79 +0.45.0745 63.13 38.23 PerformanceFood PFGC ... 34 58.61 –1.20 ...
58.00 41.96 KBR KBR 1.0 46 55.53 ... .135 183.08 116.77 Lindsay LNN .9 22 149.88 –7.43 .34 12.36 8.27 MauiLand MLP ... 32 9.10 –0.14 ... 20.72 10.44 NoEuroOil NRT 22.8 6 11.33 –1.10 1.00 10.20 9.71 PeridotAcqnIIA PDOT ... 37 10.19 ... ...
21.08 7.31 KE Holdings BEKE ... dd 17.60 –1.00 ... 9.21 1.83 LionElectric LEV ... 9 2.24 –0.22 ... 51.93 17.51 MaxarTech MAXR .1 cc 51.44 –0.06 .01 10.14 9.70 NorthernGenIII NGC ... 38 10.14 +0.01 ... 12.67 6.58 PerimeterSolns PRM ... dd 8.67 –0.12 ...
62.29 41.77 KKR KKR 1.1 dd 55.03 –2.15 .155 16.75 5.46 LionsGate A LGF.A ... dd 10.50 –0.14 ... 85.25 54.46 Maximus MMS 1.4 27 82.83 –1.17 .28 39.10 21.45 NorthernOil&Gas NOG 4.2 4 32.12 +0.18 .34 184.75 113.46 PerkinElmer PKI .2 30 125.13 –8.31 .07
21.75 13.55 KKR RealEstFin KREF 11.7 65 14.67 –0.52 .43 15.47 5.19 LionsGate B LGF.B ... dd 9.87 –0.10 ... 16.66 5.95 MayvilleEngg MEC ... cc 16.41 +0.18 ... 10.55 9.69 NorthernStrIII A NSTC ... 28 10.13 –0.01 ... 25.99 11.23 PermianBasin PBT 4.6 27 24.50 +0.47.0414
6.32 1.23 KoreGroup KORE ... dd 1.86 –0.16 ... 349.61 180.00 LithiaMotors LAD .7 6 255.79 –13.83 .42 107.02 68.01 McCormickVtg MKC.V 2.1 30 75.09 –0.31 .39 10.38 9.71 NorthernStrIV A NSTD ... 29 10.12 –0.02 ... 11.43 5.08 PermianRscs PR 1.8 7 11.00 +1.25 .05
15.30 11.30 KT KT 5.5 5 11.48 –1.27.7482 40.39 17.58 LithiumAmericas LAC ... dd 22.76 –0.79 ... 107.35 71.19 McCormick MKC 2.1 30 74.98 –0.77 .39 556.27 393.34 NorthropGrum NOC 1.5 15 470.91 +0.28 1.73 5.79 2.38 PermianvilleRT PVL 18.3 8 2.60 –0.37.0192
219.97 154.19 Kadant KAI .5 20 211.93 –6.62 .26 126.79 65.05 LiveNationEnt LYV ... 95 68.78 –7.61 ... 281.67 217.68 McDonald's MCD 2.3 32 263.68 –6.31 1.52 57.63 42.37 NorthwestNat NWN 4.1 18 47.58 –1.49 .485 10.88 6.38 PermRock PRT 14.3 8 7.02 –0.25.0602
8.19 0.51 Kaleyra KLR ... dd .83 –0.22 ... 64.63 27.50 LiveOakBcshs LOB .3 9 34.93 –0.11 .03 9.78 2.81 McEwenMining MUX ... dd 5.46 –0.45 ... 23.43 10.31 NorwegCruise NCLH ... dd 16.40 –1.23 ... 43.90 30.78 Perrigo PRGO 2.9 dd 36.26 –0.15 .273
46.50 18.88 Kaman KAMN 3.2 dd 25.37 +0.13 .20 10.39 9.55 LiveOakCrestA LOCC ... dd 10.10 +0.04 ... 401.78 267.82 McKesson MCK .6 16 359.14 –7.72 .54 7.30 3.38 NouveauMonde NMG ... dd 5.40 –0.01 ... 16.32 8.88 PetroleoBrasil PBR 55.7 2 11.38 –0.17.1706
77.17 59.54 Kellogg K 3.5 24 67.68 –0.70 .59 10.36 9.64 LiveOakCrestview LOCC.UT ... ... 10.11 +0.03 ... 17.26 7.59 MediaAlpha MAX ... dd 16.23 +1.51 ... 94.26 74.09 Novartis NVS 2.6 27 85.62 –1.433.4694 15.04 7.86 PetroleoBrasilA PBR.A62.9 2 10.07 –0.18.1706
68.15 40.65 Kemper KMPR 2.0 dd 62.16 –3.36 .31 10.15 9.70 LiveOakMobilityA LOKM ... 30 10.13 +0.01 ... 21.63 9.90 MedicalProp MPW11.0 7 10.55 –2.41 .29 144.78 95.02 NovoNordisk NVO .9 41 141.60 –0.031.1887 56.32 41.45 Pfizer PFE 3.9 8 41.75 –1.46 .41
32.28 20.21 Kennametal KMT 2.9 18 28.02 –0.93 .20 36.38 18.26 Livent LTHM ... 17 23.44 –0.70 ... 197.19 96.00 Medifast MED 6.0 9 109.99 –5.32 1.64 8.48 3.26 NuHoldings NU ... dd 4.94 –0.05 ... 109.81 82.85 PhilipMorris PM 5.2 17 98.58 –3.24 1.27
25.30 13.97 KennedyWilson KW 5.7 38 16.93 –0.85 .24 44.00 15.37 LiveRamp RAMP ... dd 23.58 –1.56 ... 114.31 75.77 Medtronic MDT 3.3 27 83.49 –1.31 .68 51.79 29.96 NuSkinEnts NUS 3.8 20 40.87 –2.88 .39 113.53 73.85 Phillips66 PSX 4.1 4 102.00 +2.46 1.05
72.90 27.51 KenonHoldings KEN ... 1 27.97 –2.29 ... 12.27 4.20 LiveWire LVWR ... 11 7.27 –0.25 ... 9.63 3.08 MemberCollect MCG ... dd 6.23 +0.21 ... 187.90 100.13 Nucor NUE 1.3 6 162.53 –5.54 .51 5.88 2.10 PhoenixNewMedia FENG ... dd 2.26 –0.26 ...
10.90 9.98 KensingtonCapAcqnV KCGI.UT ... ... 10.37 +0.02 ... 2.64 1.70 LloydsBanking LYG 4.1 ... 2.47 +0.04.0385 115.49 74.17 Merck MRK 2.7 19 109.89 +0.37 .73 15.85 8.87 NuScalePower SMR ... dd 10.11 –0.43 ... 40.00 13.19 Phreesia PHR ... dd 35.25 –1.52 ...
10.34 9.85 KensingtonCapV A KCGI ... 19 10.33 +0.04 ... 4.47 1.25 loanDepot LDI 16.1 dd 1.99 –0.28 .08 56.21 27.89 MercuryGeneral MCY 3.7 dd 34.59 –1.95.3175 17.75 12.80 NuSTAREnergy NS 10.0 45 16.00 +0.04 .40 18.83 13.42 PhysiciansRealty DOC 6.1 33 15.05 –0.63 .23
25.34 15.26 KeyCorp KEY 4.5 9 18.32 –0.83 .205 9.66 0.72 LocalBounti LOCL ... dd .72 –0.17 ... 20.32 12.49 MeridianLink MLNK ... cc 15.70 –1.28 ... 117.25 68.82 Nutrien NTR 2.8 5 76.87 +2.16 .53 17.66 8.72 PiedmontOfficeA PDM 9.1 8 9.26 –0.78 .21
189.45 127.93 KeysightTech KEYS ... 25 157.81 –27.97 ... 498.95 373.67 LockheedMartin LMT 2.5 22 480.40 +4.77 3.00 117.22 62.51 MeritageHomes MTH .0 4 107.60 –1.43 .27 6.02 1.59 NuvationBio NUVB ... dd 1.99 –0.16 ... 80.60 59.03 PinnacleWest PNW 4.7 16 73.38 –1.72 .865
79.06 36.18 KilroyRealty KRC 5.9 18 36.41 –1.90 .54 68.20 49.36 Loews L .4 15 61.08 –0.43.0625 28.00 7.15 MesaRoyalty MTR 12.2 11 16.50 –1.73.0997 46.43 29.19 nVentElectric NVT 1.5 19 45.85 –0.43 .175 29.17 16.14 Pinterest PINS ... dd 25.03 +0.60 ...
10.76 9.94 KimbellTigerA TGR ... cc 10.44 +0.03 ... 7.95 4.45 LomaNegra LOMA 3.6 16 7.00 +0.24.6907 29.95 16.56 MesabiTrust MSB 6.9 14 27.17 +3.12 .84 288.46 190.99 PioneerNatRscs PXD 13.3 6 196.57 –12.39 4.48
144.53 108.74 KimberlyClark KMB 3.7 22 126.20 –1.03 1.18 78.09 48.20 LouisianaPacific LPX 1.7 5 57.83 –6.97 .24 2.99 0.70 MetaData AIU ... dd 1.05 –0.01 ... O 162.20 102.60 PiperSandler PIPR 1.6 23 151.33 –5.11 1.25
26.57 17.71 KimcoRealty KIM 4.5 cc 20.64 –0.51 .23 238.37 170.12 Lowe's LOW 2.1 20 201.54 –11.21 1.05 10.20 9.61 MetalsAcqn MTAL ... cc 10.14 +0.01 ... 5.72 2.30 PitneyBowes PBI 4.6 21 4.38 +0.11 .05
20.20 15.78 KinderMorgan KMI 6.4 16 17.44 –0.29.2775 7.05 1.26 LufaxHolding LU 20.9 3 2.25 –0.21 .17 51.38 33.91 MethodeElec MEI 1.2 19 48.60 –1.07 .14 30.10 24.39 OFGBancorp OFG 2.9 9 29.86 +0.16 .22 90.76 54.15 PlanetFitness PLNT ... 68 80.60 +3.05 ...
44.99 27.80 Kinetik KNTK10.2 dd 29.27 +0.34 .75 12.54 3.49 LumenTech LUMN .0 dd 3.56 –0.37 .25 77.36 57.41 MetLife MET 2.8 24 71.84 –0.70 .50 42.91 33.28 OGE Energy OGE 4.5 11 37.03 –1.38.4141 7.52 3.70 PlanetLabs PL ... dd 4.64 –0.06 ...
9.87 5.06 KingswayFin KFS ... 7 9.48 +0.36 ... 3.25 1.84 LumentFinance LFT 11.4 11 2.10 –0.08 .06 107.35 53.67 MetropolitanBk MCB ... 11 55.80 –3.19 ... 23.52 11.51 O-I Glass OI ... 6 21.90 –0.11 ... 8.45 4.21 PlayAGS AGS ... dd 6.24 –0.25 ...
6.34 3.00 KinrossGold KGC 3.3 dd 3.62 –0.24 .03 20.13 12.71 Luxfer LXFR 3.1 19 16.62 –0.27 .13 1609.25 1065.55 Mettler-Toledo MTD ... 37 1428.09 –85.84 ... 92.26 68.86 ONE Gas OGS 3.2 20 80.05 –1.74 .65 27.64 15.59 PlymouthIndREIT PLYM 4.1 dd 21.39 –0.65 .225
337.12 196.00 KinsaleCapital KNSL .2 46 316.54 –17.77 .14 117.22 71.46 LyondellBasell LYB 4.9 8 96.69 –0.63 1.19 217.64 141.13 MidAmApt MAA 3.4 30 163.92 –4.42 1.40 75.07 50.50 ONEOK OKE 5.7 19 67.56 +0.30 .955 123.87 91.86 Polaris PII 2.3 12 114.01 –5.29 .65
February 27, 2023 BARRON’S 41

D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST 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
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.
10.41 9.74 PontemA PNTM ... 37 10.26 +0.01 ... 17.22 10.42 SITE Centers SITC 3.8 18 13.52 –0.24 .13 47.62 38.00 SteelPartners SPLP ... 7 43.44 –0.06 ... 10.19 9.62 TrajectoryAlphaA TCOA ... dd 10.18 +0.01 ... 58.24 26.14 Victoria'sSecret VSCO ... 8 39.45 –2.08 ...
57.03 41.58 PortlandGenElec POR 3.7 19 48.57 –1.05.4525 83.88 55.74 SJW Group SJW 2.0 32 77.86 +0.16 .38 12.57 6.20 Steelcase SCS 5.1 53 7.85 –0.02 .10 188.23 120.64 TraneTech TT 1.7 24 181.70 –2.48 .75 9.50 5.88 VinceHolding VNCE ... dd 6.91 –0.24 ...
98.84 61.67 PostHoldings POST ... 7 91.72 –0.26 ... 28.10 18.32 SK Telecom SKM 7.8 10 18.94 –0.56.7123 19.19 11.37 Stellantis STLA ... 3 17.57 +0.28 ... 11.85 7.55 Transalta TAC 2.0 cc 8.31 –0.81.0406 16.18 5.75 Vipshop VIPS ... 9 13.54 –0.22 ...
10.10 9.65 PostHldgsA PSPC ... 46 10.06 ... ... 83.96 32.15 SLGreenRealty SLG 9.1 dd 35.68 –1.83.2708 18.02 5.72 Stem STEM ... dd 7.82 –0.48 ... 47.76 37.01 TrancntlRlty TCI ... 1 44.63 –0.74 ... 11.25 3.25 VirginGalactic SPCE ... dd 5.48 –0.89 ...
18.78 14.14 PostalRealty PSTL 6.5 cc 14.60 –0.61.2375 54.97 27.92 SM Energy SM 1.0 3 29.85 –0.42 .15 116.72 91.64 Stepan SCL 1.4 16 104.66 –2.18 .365 768.63 499.63 TransDigm TDG .0 50 741.85 –2.1218.50 2.20 0.99 VirnetX VHC ... dd 1.75 +0.04 ...
26.05 10.60 PowerSchool PWSC ... dd 22.75 –0.93 ... 45.00 2.54 SOS SOS ... dd 4.95 –0.87 ... 255.93 159.21 Steris STE 1.0 dd 186.13 –3.53 .47 7.69 2.32 Transocean RIG ... dd 6.75 –0.26 ... 234.30 174.60 Visa V .8 31 219.55 –4.01 .45
87.36 47.86 PrecisionDrilling PDS ... dd 56.82 –2.57 ... 78.30 41.66 SPX Tech SPXC ... cc 71.84 –1.72 ... 22.33 13.36 Stevanato STVN .3 37 21.36 +0.15.0546 12.78 4.58 TransportadGas TGS ... 7 11.48 +0.20 ... 24.48 16.73 Vishay VSH 1.9 7 21.13 –0.26 .10
67.45 48.51 PrestigeCnsHlth PBH ... 15 60.91 –0.56 ... 5.71 0.65 SQZ Biotech SQZ ... dd .75 –0.05 ... 69.57 35.96 StewartInfo STC 4.2 7 42.62 –3.06 .45 105.00 50.32 TransUnion TRU .6 48 65.23 –4.05 .105 44.99 27.03 VishayPrecision VPG ... 17 43.67 +1.31 ...
10.69 9.84 PrimeImpactI A PIAI ... 39 10.42 +0.05 ... 42.49 26.56 STAG Indl STAG 4.3 34 34.11 –1.35.1225 74.54 49.31 StifelFinancial SF 2.2 13 66.72 –0.82 .36 59.99 33.57 Travel+Leisure TNL 3.8 10 41.82 –0.30 .40 18.94 5.91 VistaEnergy VIST ... 11 17.39 –0.08 ...
181.58 110.22 Primerica PRI 1.4 19 181.26 +10.60 .65 10.34 9.79 ST Ener I A STET ... 18 10.33 ... ... 50.81 28.35 STMicroelec STM .4 10 47.46 –1.68 .06 194.51 149.65 Travelers TRV 2.0 16 185.33 –0.42 .93 41.20 22.97 VistaOutdoor VSTO ... 4 28.50 +0.47 ...
16.47 12.15 PrimoWater PRMW 2.1 83 15.33 –1.00 .08 91.10 50.17 SabineRoyalty SBR 11.8 10 73.60 –3.11.6373 25.87 15.62 Stoneridge SRI ... dd 23.22 –0.67 ... 13.15 9.43 Tredegar TG 4.5 7 11.56 –0.55 .13 27.39 20.76 Vistra VST 3.5 dd 22.36 –0.60 .193
27.55 16.90 ProAssurance PRA 1.1 58 19.00 –0.71 .05 5.12 2.35 SafeBulkers SB 5.5 2 3.64 +0.39 .05 47.35 30.66 Stride LRN ... 19 43.37 –0.52 ... 51.55 29.47 TreeHouseFoods THS ... dd 48.83 +0.02 ... 120.86 45.66 VitalEnergy VTLE ... 1 52.69 +3.46 ...
68.56 40.00 ProcoreTech PCOR ... dd 67.02 +2.26 ... 62.81 23.65 Safehold SAFE 2.3 14 30.53 –1.58 .177 284.00 188.84 Stryker SYK 1.1 43 262.31 –0.85 .75 92.93 38.68 Trex TREX ... 29 50.15 –3.64 ... 19.25 13.90 VitesseEnergy VTS 11.1 ... 17.98 +0.75 .50
164.90 122.18 Procter&Gamble PG 2.6 24 139.26 –0.75.9133 222.16 126.34 Salesforce CRM ... cc 162.20 –2.97 ... 8.80 1.52 StudioCity MSC ... dd 5.80 –0.88 ... 25.70 14.59 TriPointe TPH ... 4 23.49 +1.20 ... 11.99 3.26 VivintSmartHome VVNT ... dd 11.49 –0.40 ...
143.94 102.30 Progressive PGR .3 cc 141.81 +0.29 .10 18.42 10.95 SallyBeauty SBH ... 11 16.19 –0.93 ... 74.88 49.50 SturmRuger RGR 3.3 12 59.44 +1.99 .42 17.23 7.19 TriconRes TCN 2.8 3 8.25 –0.50 .058 132.15 91.53 VMware VMW ... 34 112.69 –3.46 ...
174.54 98.03 Prologis PLD 2.6 28 121.38 –3.94 .79 19.45 8.42 Samsara IOT ... dd 16.04 +0.20 ... 17.75 14.40 SuburbanPropane SPH 8.4 6 15.40 –0.08 .325 10.42 9.85 TrineIIAcqnA TRAQ ... 23 10.42 +0.06 ... 4.83 0.30 Volta VLTA ... dd .85 ... ...
9.99 4.03 PropertyGuru PGRU ... dd 4.85 +0.12 ... 15.43 6.12 SanJuanBasin SJT 16.1 8 10.45 +0.35.2498 9.04 5.39 SumitomoMits SMFG 3.1 9 8.61 –0.26.1407 103.36 60.61 TriNet TNET ... 15 84.08 –6.97 ... 28.45 16.55 Vontier VNT .4 11 25.91 –0.21 .025
16.93 7.25 ProPetro PUMP ... cc 8.71 –0.65 ... 29.28 11.99 SandRidgeEnergy SD ... 3 14.49 –0.12 ... 10.36 6.58 SummitHotelProp INN .0 dd 7.90 –0.02 .04 35.35 20.94 TrinityIndustries TRN 3.9 34 26.82 –1.56 .26 47.26 20.03 VornadoRealty VNO 7.4 dd 20.39 –1.72 .375
78.76 64.69 ProsperityBcshs PB 3.0 13 74.12 –0.90 .55 9.18 4.51 SandstormGold SAND 1.2 12 4.82 –0.29.0144 34.40 21.62 SummitMaterials SUM ... 13 29.75 –0.80 ... 54.09 17.54 Trinseo TSE 5.3 dd 24.30 –2.05 .32 78.11 56.20 VoyaFinancial VOYA 1.1 12 73.59 –3.40 .20
56.77 22.04 ProtoLabs PRLB ... dd 31.21 –2.33 ... 28.44 20.16 SaratogaInvt SAR 8.4 24 27.17 –0.60 .68 21.49 11.52 SummitMidstream SMLP ... dd 16.70 –0.05 ... 16.60 10.36 TripleFlagPrecMtl TFPM 1.5 37 13.21 –0.81 .05 197.76 137.54 VulcanMatls VMC .9 43 183.64 –2.01 .43
25.61 19.18 ProvidentFinSvcs PFS 4.1 10 23.36 –0.58 .24 28.37 14.40 Sasol SSL 4.7 4 14.65 –1.70.3871 193.67 117.63 SunComms SUI 2.4 74 146.55 –11.50 .88 17.98 10.27 TriplePtVent TPVG12.5 66 11.84 –0.33 .10
122.54 85.46 PrudentialFin PRU 5.0 dd 99.04 –2.49 1.25 56.22 36.21 SaulCenters BFS 5.9 24 39.76 –1.89 .59 56.90 37.96 SunLifeFinancial SLF 4.4 12 48.48 –2.67.5362 10.49 9.76 TristarAcqnI TRIS ... 20 10.27 +0.01 ... W
34.37 18.20 Prudential PUK ... 19 29.39 –2.16 ... 59.45 30.65 Schlumberger SLB 1.9 23 53.92 +0.58 .25 9.84 5.72 SunCokeEnergy SXC 3.5 8 9.11 –0.67 .08 73.00 48.64 TritonIntl TRTN 4.1 6 68.11 +0.01 .70
75.61 52.51 PublicServiceEnt PEG 3.7 30 61.15 –1.08 .57 30.93 20.26 SchneiderNatl SNDR 1.3 11 28.04 –0.81 .09 42.72 26.43 SuncorEnergy SU 4.6 7 33.95 +0.85.3895 27.85 7.84 TriumphGroup TGI ... 9 12.78 –0.04 ... 9.16 3.57 W&T Offshore WTI ... 3 5.63 +0.09 ...
421.76 270.13 PublicStorage PSA 4.1 12 293.24 –5.77 3.00 93.16 59.35 SchwabC SCHW 1.2 23 80.60 +0.28 .25 15.40 2.16 SunlandsTech STG .0 1 9.82 –1.63 .63 21.22 11.09 Tronox TROX 3.3 5 14.97 –0.74 .125 108.39 80.82 WEC Energy WEC 3.4 20 91.02 –1.85 .78
60.89 35.03 PulteGroup PHM 1.2 5 53.58 –0.72 .16 117.94 79.33 ScienceApplicat SAIC 1.4 22 107.36 –1.22 .37 5.70 0.96 SunlightFinl SUNL ... dd 1.37 –0.18 ... 30.32 15.77 TrueBlue TBI ... 10 18.77 –0.32 ... 204.06 125.00 WEX WEX ... 42 189.80 –2.39 ...
36.71 21.90 PureStorage PSTG ... cc 28.09 –2.39 ... 64.20 16.40 ScorpioTankers STNG 1.3 6 61.26 –0.90 .20 31.47 12.47 SunnovaEnergy NOVA ... dd 16.59 –1.44 ... 63.08 40.01 TruistFinl TFC 4.4 11 47.08 –1.41 .52 89.16 67.07 WNS WNS ... 32 87.16 +1.39 ...
142.81 39.06 ScottsMiracleGro SMG 3.2 dd 82.85 –3.11 .66 48.59 34.26 Sunoco SUN 7.0 10 47.02 +0.55.8255 89.63 67.77 W.P.Carey WPC 5.2 27 82.04 –1.891.065
10.48 9.90 PyrophyteAcqn PHYT ... 24 10.45 +0.01 ... 22.39 7.48 TsakosEnergy TNP 1.4 dd 22.14 +1.28 .15
10.48 7.15 ScullyRoyalty SRL 11.4 91 8.05 –0.70 .16 12.72 9.20 SunstoneHotel SHO .0 31 10.81 +0.60 .05 73.50 39.67 WPP WPP 3.2 17 62.23 +1.26.9052
66.66 20.93 Q2Holdings QTWO ... dd 31.44 –1.85 ... 21.10 3.72 Tupperware TUP ... 4 3.81 –0.51 ...
10.39 9.81 SculptorAcqnIA SCUA ... 13 10.38 +0.02 ... 11.09 2.57 SuperGroup SGHC ... dd 3.70 –0.24 ... 30.10 12.23 WabashNational WNC 1.2 12 26.26 –1.94 .08
51.18 40.38 Qiagen QGEN ... 25 45.75 –2.04 ... 5.44 2.33 TurkcellIletism TKC 2.9 9 4.24 –0.37.0826
14.41 7.90 SculptorCapMgmt SCU 4.0 dd 8.30 –0.42 .01 6.06 2.88 SuperiorIndsIntl SUP ... dd 5.46 –0.39 ... 107.11 78.26 Wabtec WAB .7 30 103.50 –1.99 .17
7.55 2.12 QuadGraphics QUAD ... 31 5.17 +0.91 ... 34.63 18.81 TurningPoint TPB 1.0 12 23.99 +2.19 .06
150.98 40.67 Sea SE ... dd 60.01 –5.00 ... 139.86 75.33 Walker&Dunlop WD 2.7 14 88.27 –4.25 .63
216.45 129.06 QuakerHoughton KWR .9 dd 195.88 –7.71 .435 11.12 9.70 Supernova III A STRE ... 37 10.19 +0.02 ... 10.94 5.40 TutorPerini TPC ... dd 8.50 –0.47 ...
22.22 10.03 SeabridgeGold SA ... cc 10.67 –0.61 ... 12.83 7.71 Suzano SUZ 5.0 3 8.88 –0.24 .116 14.43 3.14 Wallbox WBX ... ... 5.97 +0.11 ...
27.04 18.00 QuanexBldg NX 1.3 10 25.53 –0.91 .08 5.59 0.77 Tuya TUYA ... dd 2.17 –0.37 ...
45.48 22.00 SeaDrill SDRL ... 1 39.25 –2.25 ... 40.10 7.81 Sweetgreen SG ... dd 9.59 +0.27 ... 160.77 117.27 Walmart WMT 1.6 33 142.47 –3.97 .57
168.75 104.09 QuantaServices PWR .2 48 160.64 +5.74 .08 176.96 41.00 Twilio TWLO ... dd 64.10 –6.57 ...
70.72 41.24 SealedAir SEE 1.6 15 49.06 –1.20 .20 57.38 28.37 Sylvamo SLVM 2.1 18 48.17 +1.34 .25 10.21 9.74 WarburgPincusI-A WPCA ... 34 10.19 +0.01 ...
10.19 9.83 QuantumFin QFTA ... 37 10.16 +0.01 ... 10.20 9.71 TwinRidgeCapA TRCA ... 42 10.18 ... ...
76.57 40.01 SeaWorldEnt SEAS ... 14 63.29 –2.36 ... 43.58 27.22 SynchronyFin SYF 2.6 6 35.80 +0.03 .23 10.43 9.74 WarburgPincusI-B A WPCB ... 38 10.18 ... ...
22.21 5.11 QuantumScape QS ... dd 9.08 –1.23 ... 10.23 9.69 twoA TWOA ... dd 10.17 +0.01 ...
10.43 6.02 SelectEnergySvcs WTTR 2.7 15 7.39 –0.81 .05 52.75 34.15 SynovusFin SNV 3.3 8 41.51 –1.71 .34 36.57 10.86 WarbyParker WRBY ... dd 13.19 –0.45 ...
2.18 0.63 Qudian QD ... dd 1.18 –0.16 ... 22.66 12.12 TwoHarbors TWO 14.4 11 16.69 –0.47 .60
30.78 18.86 SelectMedical SEM 1.8 23 27.57 –2.57 .125 91.53 70.61 Sysco SYY 2.6 27 75.83 –2.88 .49 42.95 26.11 WarriorMetCoal HCC .8 3 36.90 –4.76 .88
158.34 120.40 QuestDiag DGX 2.0 18 139.99 –8.23 .71 453.03 281.11 TylerTech TYL ... 84 327.05 –16.55 ... 148.20 113.50 WasteConnections WCN .8 41 134.13 –1.98 .255
7.21 1.68 QuotientTech QUOT ... dd 3.64 –0.30 ... 3.25 0.51 SelectQuote SLQT ... dd 2.43 +0.37 ... 37.10 3.45 System1 SST ... dd 4.35 –0.06 ... 99.54 59.38 TysonFoods TSN 3.1 9 61.23 –0.14 .48
176.47 136.17 Sempra SRE 2.9 22 155.28 –3.211.145 175.98 138.89 WasteMgt WM 1.9 28 151.31 –3.61 .70
R 15.00 7.16 Semrush SEMR ... dd 8.61 –0.43 ... T U 3.36 0.90 Waterdrop WDH ... 20 3.06 –0.01 ...
20.98 11.85 SendasDistrib ASAI .8 21 18.14 –0.32.0358 369.00 265.61 Waters WAT ... 27 314.05 –14.68 ...
264.94 152.90 RBC Bearings RBC ... 58 234.41 –2.84 ... 59.01 36.64 SensataTechs ST .9 25 50.04 –2.13 .11 10.45 1.60 TAL Education TAL ... dd 7.07 –0.11 ... 22.22 13.80 UBS Group UBS 2.6 10 21.41 –0.53 .55 343.85 220.68 Watsco WSO 3.3 19 300.22 –23.72 2.45
10.60 9.88 RCF Acqn A RCFA ... 16 10.38 ... ... 89.34 63.17 SensientTech SXT 2.2 22 74.79 –2.70 .41 59.38 38.35 TC Energy TRP 6.7 70 41.32 –0.89.6969 60.01 37.18 UDR UDR 3.5 cc 43.63 –1.12 .38 320.43 232.59 Watsco B WSO.B 3.2 20 305.49 –14.94 2.45
32.24 23.39 RELX RELX 2.1 29 30.23 +0.18.1802 44.74 12.69 SentinelOne S ... dd 15.46 –0.48 ... 15.56 6.52 TDCX TDCX ... 23 12.64 –0.88 ... 44.54 31.19 UGI UGI 3.8 43 37.71 –1.44 .36 181.40 116.31 WattsWater WTS .7 23 173.00 –6.36 .30
30.13 17.03 RE/MAX RMAX 4.9 76 18.67 –1.07 .23 4.17 2.25 SequansComms SQNS ... ... 2.40 –0.33 ... 115.14 78.86 TD Synnex SNX 1.5 14 96.53 –4.60 .35 70.57 44.79 U-Haul UHAL .0 2 64.54 –0.17 .05 10.16 9.61 WaverleyCap1 A WAVC ... cc 10.14 ... ...
16.38 9.50 REV REVG 1.7 46 12.00 –0.51 .05 14.52 4.90 SeritageGrowth SRG ... dd 12.26 –0.02 ... 144.98 104.76 TE Connectivity TEL 1.8 18 125.47 –6.38 .56 68.29 51.12 U-Haul N UHAL.B .3 ... 56.71 –0.66 .04 143.40 28.11 Wayfair W ... dd 37.43 –14.36 ...
412.72 207.37 RH RH ... 15 303.18 –12.70 ... 75.11 56.85 ServiceCorp SCI 1.6 20 68.68 –2.75 .27 23.04 18.71 Tegna TGNA 1.7 9 21.84 +1.62 .095 25.46 15.14 UMH Prop UMH 4.8 dd 17.09 –0.57 .205 10.50 2.91 WeaveComms WEAV ... dd 5.15 +0.02 ...
140.69 98.14 RLI RLI .8 10 131.69 –2.25 .26 601.62 337.00 ServiceNow NOW ... cc 425.59 –13.42 ... 27.50 18.85 Telus TU 5.3 22 19.97 –0.63.2629 61.10 44.67 Unitil UTL 2.9 21 55.40 –0.46 .405 60.48 40.72 WebsterFin WBS 3.0 15 53.33 –1.64 .40
14.78 9.84 RLJ Lodging RLJ 1.7 dd 11.46 +0.13 .05 97.25 63.54 ServisFirst SFBS 1.5 16 74.09 –0.01 .28 31.52 17.65 TelusIntl TIXT ... 32 21.40 –0.39 ... 21.64 14.90 USA Compression USAC10.2 dd 20.56 +0.03 .525 95.57 59.94 WeisMarkets WMK 1.7 18 81.51 –2.03 .34
3.15 0.90 RLX Tech RLX ... 8 2.01 –0.17 ... 75.76 37.72 ShakeShack SHAK ... dd 56.54 +1.54 ... 50.36 26.01 Ternium TX 6.6 2 41.10 +0.21 .90 90.29 48.61 UsanaHealth USNA ... 17 61.43 –0.85 ... 54.44 36.54 WellsFargo WFC 2.6 15 46.62 –0.87 .30
12.91 5.70 RPC RES 1.2 9 8.79 –0.24 .04 3.65 0.47 Shapeways SHPW ... dd .48 –0.14 ... 128.93 71.63 TFI Intl TFII 1.1 14 122.35 –3.58 .35 32.65 19.22 US Cellular USM ... 71 23.87 –2.28 ... 99.43 56.50 Welltower WELL 3.3 cc 74.87 –2.53 .61
106.50 74.56 RPM RPM 1.9 21 87.31 –0.76 .42 31.60 23.64 ShawComm B SJR 3.1 26 29.20 +0.06.0734 15.61 10.20 TIM TIMB 3.6 19 11.93 +0.13.1794 39.75 25.49 US Foods USFD ... 39 37.85 –1.76 ... 172.91 99.00 WescoIntl WCC ... 11 163.88 –4.83 ...
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14.37 7.28 RPTRealty RPT 5.3 12 10.54 –0.26 .14 62.75 44.90 Shell SHEL 3.4 5 60.63 –0.03 .575 83.13 53.69 TJX TJX 1.5 26 77.19 –2.64 .295 131.50 73.30 US PhysTherapy USPH 1.7 44 98.75 –2.93 .43 102.96 68.75 WestFraserTimber WFG 1.6 4 75.59 –2.27 .30
25.50 14.75 RXO RXO ... 25 20.29 –0.81 ... 285.00 195.24 SherwinWilliams SHW 1.1 29 221.08 –6.90 .605 10.57 9.72 TLGAcqnOneA TLGA ... 44 10.27 ... ... 21.54 9.47 US Silica SLCA ... 36 12.28 +0.78 ... 424.00 206.19 WestPharmSvcs WST .2 40 310.25 –3.47 .19
24.84 17.84 RadianGroup RDN 4.2 5 21.66 –0.84 .225 69.36 29.39 Shift4Paymts FOUR ... cc 57.83 –0.01 ... 9.96 9.73 TPGPaceBenII YTPG ... dd 9.93 +0.01 ... 5.44 1.34 US Xpress USX ... dd 1.57 +0.03 ... 94.57 54.86 WestAllianceBcp WAL 2.0 8 73.82 –0.72 .36
3.32 1.60 Rafael RFL ... dd 2.19 –0.16 ... 36.64 22.98 ShinhanFin SHG 5.5 4 29.33 –0.561.0794 12.13 6.31 TPG RE Fin TRTX 11.1 dd 8.68 +0.63 .24 4.95 2.84 UWM UWMC 9.5 8 4.19 –0.18 .10 18.90 7.00 WstAstMtgCap WMC16.2 dd 9.89 –0.39 .40
134.67 82.23 RalphLauren RL 2.5 16 118.95 –3.82 .75 78.00 23.63 Shopify SHOP ... dd 40.75 –2.86 ... 24.55 21.28 TXO Energy TXO ... 17 23.83 +1.17 ... 37.58 19.90 Uber UBER ... dd 33.40 –1.37 ... 29.50 21.95 WesternMidstrm WES 7.6 9 26.43 –1.42 .50
37.44 22.06 RangeResources RRC 1.1 6 28.26 +4.86 .08 10.30 9.82 ShoulderUpTechA SUAC ... cc 10.30 +0.03 ... 10.32 9.72 TailwindIntlA TWNI ... 46 10.04 ... ... 350.63 218.15 Ubiquiti UI .9 47 268.68 –14.03 .60 19.97 12.27 WesternUnion WU 7.2 6 13.09 –0.74 .235
11.99 8.40 RangerEnergySvcs RNGR ... 9 10.77 –0.25 ... 98.74 44.61 Shutterstock SSTK 1.5 36 74.01 –2.07 .27 113.00 59.43 TaiwanSemi TSM 1.6 13 88.11 –1.99.3597 35.64 10.40 UiPath PATH ... dd 14.67 –0.87 ... 141.19 81.29 Westlake WLK 1.2 7 121.37 –1.14 .357
25.81 2.90 Ranpak PACK ... dd 6.08 –1.28 ... 20.64 8.00 Sibanye-Stillwater SBSW 7.8 4 8.44 –0.88.3246 16.30 12.28 TakedaPharm TAK 3.7 24 15.38 –0.25.3012 3.21 2.13 UltraparPart UGP 4.1 8 2.64 +0.03.0613 54.78 30.08 WestRock WRK 3.5 10 31.65 –0.90 .275
126.00 84.86 RaymondJames RJF 1.6 15 107.77 –4.40 .42 84.80 48.31 SignetJewelers SIG 1.1 12 73.28 –3.06 .20 25.49 12.69 TalosEnergy TALO ... 3 17.80 +0.23 ... 18.18 6.38 UnderArmour A UAA ... 14 9.72 –0.79 ... 16.80 9.55 Westwood WHG 5.0 dd 12.00 +0.22 .15
9.84 2.44 RayonierAdvMatls RYAM ... dd 6.41 –0.58 ... 29.88 10.70 SignifyHealth SGFY ... dd 28.83 +0.11 ... 20.27 13.26 Tanger SKT 4.7 24 18.68 +0.25 .22 16.52 5.74 UnderArmour C UA ... 12 8.56 –0.75 ... 8.08 1.02 WeWork WE ... dd 1.24 –0.31 ...
45.87 29.51 Rayonier RYN 3.4 47 33.98 –0.61 .285 55.41 38.59 SilganHoldings SLGN 1.2 17 53.42 –0.32 .18 47.48 26.39 Tapestry TPR 2.8 13 42.60 –1.51 .30 19.48 6.33 Unifi UFI ... dd 10.38 +0.13 ... 42.86 27.37 Weyerhaeuser WY 2.5 12 30.87 –1.33 .19
108.84 80.27 RaytheonTech RTX 2.2 28 99.62 –1.89 .55 49.91 22.35 SilverBowRscs SBOW ... 2 24.84 +1.07 ... 81.50 55.56 TargaResources TRGP 1.8 19 75.76 +1.82 .35 205.59 154.72 Unifirst UNF .6 36 196.47 –4.54 .31 51.91 28.62 WheatonPrecMet WPM 1.5 23 40.47 –1.81 .15
15.92 9.69 ReadyCapital RC 12.8 6 12.50 –0.74 .40 162.65 10.81 SilvergateCapital SI ... dd 14.33 –3.73 ... 254.87 137.16 Target TGT 2.6 23 166.96 –6.26 1.08 52.34 42.44 Unilever UL 3.5 16 50.28 –0.92.4569 3.59 0.98 WheelsUp UP ... dd 1.12 –0.01 ...
75.40 55.50 RealtyIncome O 4.7 46 64.98 –1.14.2545 14.83 4.37 Similarweb SMWB ... dd 6.55 –0.35 ... 51.08 27.50 TaroPharm TARO ... 25 30.44 –0.16 ... 278.94 183.70 UnionPacific UNP 2.7 17 194.02 –7.57 1.30 210.99 124.43 Whirlpool WHR 5.0 dd 139.09 –5.91 1.75
8.78 1.67 Redwire RDW ... ... 3.46 –0.49 ... 140.94 86.02 SimonProperty SPG 5.9 18 121.83 –1.83 1.80 37.65 20.05 TaylorMorrison TMHC ... 4 35.20 –0.64 ... 23.10 3.93 Unisys UIS ... dd 5.20 –0.19 ... 1560.21 1030.30 WhiteMtnIns WTM .1 dd 1464.83 –86.84 1.00
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11.04 5.52 RedwoodTrust RWT 12.1 dd 7.62 –0.35 .23 121.36 75.25 SimpsonMfg SSD 1.0 14 106.84 –4.27 .26 30.70 5.06 Team TISI ... dd 7.36 –0.25 ... 9.68 5.36 UnitedMicro UMC ... 7 8.03 –0.07 ... 13.66 8.15 WhitestoneREIT WSR 5.1 27 9.48 –0.66 .04
164.15 108.28 RegalRexnord RRX .9 21 154.57 –5.14 .35 8.00 4.07 SiriusPoint SPNT ... dd 6.75 –0.48 ... 15.62 5.48 TechnipFMC FTI ... dd 15.22 +1.21 ... 49.56 32.90 UnitedNatFoods UNFI ... 11 41.07 –1.92 ... 22.94 8.57 WideOpenWest WOW ... dd 11.84 –0.15 ...
53.02 26.52 RegionalMgmt RM 3.8 6 31.76 –1.87 .30 184.19 97.36 SiteOneLandscape SITE ... 28 148.83 –3.41 ... 46.90 24.72 TeckResourcesB TECK 1.0 8 38.81 –5.31.0922 223.97 154.87 UPS B UPS 3.6 14 180.15 –3.06 1.62 56.34 36.57 Wiley A WLY 3.1 26 44.85 –0.43.3475
24.37 18.01 RegionsFin RF 3.5 10 23.17 –0.69 .20 33.65 21.32 SitioRoyalties STR 12.2 11 23.52 –1.09 .72 36.48 16.05 Tecnoglass TGLS .9 14 34.73 –0.60 .075 470.88 230.54 UnitedRentals URI 1.3 15 450.43 –10.82 1.48 57.07 37.89 Wiley B WLYB 3.1 25 44.44 –4.75.3475
2.34 0.50 Regis RGS ... dd 1.40 –0.08 ... 46.59 16.83 SixFlags SIX ... 24 26.84 –1.55 ... 5.89 2.54 Teekay TK ... 8 5.87 +0.65 ... 57.92 38.39 US Bancorp USB 4.0 13 47.64 –0.96 .48 37.97 28.30 Williams WMB 5.7 19 31.18 –0.08.4475
153.35 97.61 ReinsGrp RGA 2.2 16 146.12 –2.94 .80 49.56 31.28 SkechersUSA SKX ... 18 43.88 –0.84 ... 44.44 11.90 TeekayTankers TNK ... 7 43.32 +5.72 ... 39.25 16.41 US Steel X .7 3 28.27 +0.25 .05 176.89 101.58 Williams-Sonoma WSM 2.5 8 124.68 –5.91 .78
248.77 160.29 RelianceSteel RS 1.6 8 245.10 –2.80 1.00 13.39 4.10 SkeenaRscs SKE ... dd 4.91 –0.46 ... 20.65 14.31 TejonRanch TRC ... 30 19.31 –0.69 ... 558.10 449.70 UnitedHealth UNH 1.4 23 484.33 –14.75 1.65 70.53 43.05 Winnebago WGO 1.7 6 63.97 –1.34 .27
223.80 124.18 RenaissanceRe RNR .7 dd 210.91 –1.98 .38 7.08 1.03 Skillsoft SKIL ... dd 1.61 ... ... 79.90 21.60 TeladocHealth TDOC ... dd 27.04 –3.03 ... 109.99 21.22 UnitySoftware U ... dd 29.61 –10.06 ... 8.07 4.38 Wipro WIT 1.5 18 4.70 –0.15.1225
33.91 1.29 Renren RENN .0 dd 1.71 +0.0531.5585 3.71 0.45 Skillz SKLZ ... dd .62 –0.11 ... 6.85 3.72 TelecomArgentina TEO 22.2 dd 5.60 –0.04.3139 35.61 21.49 Univar UNVR ... 11 34.66 –0.03 ... 6.41 4.60 WisdomTree WT 2.0 27 6.08 –0.21 .03
34.88 25.35 RentokilInit RTO 1.2 32 30.59 +0.01.2664 73.40 43.04 SkylineChamp SKY ... 9 68.64 –2.91 ... 493.97 325.00 TeledyneTech TDY ... 26 429.64 –9.31 ... 64.13 43.64 Universal UVV 6.2 13 51.19 –2.11 .79 125.48 58.07 Wolfspeed WOLF ... dd 71.64 –5.99 ...
149.17 117.50 RepublicSvcs RSG 1.5 28 129.61 –2.35 .495 7.47 2.03 SmartRent SMRT ... dd 2.58 –0.32 ... 356.72 182.65 Teleflex TFX .6 31 235.18 –12.29 .34 60.70 40.92 UniversalHealth UHT 5.3 7 53.83 –2.29 .715 24.95 9.60 WolverineWwide WWW 2.5 dd 16.06 +0.26 .10
27.07 14.95 ResideoTech REZI ... 10 18.39 –1.47 ... 58.22 25.09 Smartsheet SMAR ... dd 43.07 –0.26 ... 11.78 6.49 TelefonicaBras VIV 7.6 16 7.53 –0.41.0296 158.28 82.50 UniversalHealthB UHS .5 15 146.92 –3.83 .20 26.93 19.11 WoodsideEnergy WDS 9.0 7 23.39 +0.03 1.09
262.38 189.40 ResMed RMD .8 38 211.53 –4.61 .44 71.87 46.58 SmithAO AOS 1.8 44 64.90 –2.34 .30 5.39 3.10 Telefonica TEF 2.8 cc 4.12 +0.03.1553 15.15 8.39 UnivInsurance UVE 4.3 dd 15.04 +2.28 .16 39.71 22.18 WooriFin WF 6.4 3 28.14 –0.801.7502
22.62 11.55 ResoluteForest RFP ... 4 22.13 +0.48 ... 36.14 21.78 Smith&Nephew SNN 2.5 56 28.94 +1.08 .288 33.21 23.03 TelekmIndonesia TLK 2.9 17 26.15 +1.291.0389 11.45 5.27 UnvlTechInst UTI ... 49 7.39 –0.29 ... 124.76 59.43 Workiva WK ... dd 87.43 –0.81 ...
68.89 46.68 RestaurantBrands QSR 3.4 20 65.10 –2.42 .55 163.07 119.82 Smucker SJM 2.7 28 148.60 –1.34 1.02 21.00 9.65 Telephone&Data TDS 6.0 dd 12.30 –1.40 .185 46.64 26.12 UnumGroup UNM 3.0 7 44.64 +1.83 .33 30.65 19.29 WorldFuelSvcs INT 2.1 15 27.06 –2.96 .14
41.32 7.33 Snap SNAP ... dd 9.81 –0.55 ... 44.28 20.03 TempurSealy TPX 1.0 17 42.70 ... .11 93.63 54.66 WW Ent WWE .6 38 85.79 –2.19 .12
59.00 20.17 Revolve RVLV ... 24 25.76 –0.78 ... 23.65 1.59 UpHealth UPH ... dd 1.96 –0.40 ...
259.78 190.08 Snap-On SNA 2.6 15 246.77 –5.51 1.62 11.16 9.71 10XCapIII A VCXB ... cc 10.23 +0.04 ... 62.83 38.01 WorthingtonInds WOR 2.1 14 59.22 –1.80 .31
36.31 26.05 RexAmerRes REX ... 14 32.77 +0.11 ... 19.85 12.91 UrbanEdgeProp UE 4.1 39 15.49 –0.33 .16
275.90 110.27 Snowflake SNOW ... dd 148.44 –5.64 ... 38.00 22.24 Tenaris TS .0 9 33.63 –1.16 .56 93.86 58.82 WyndhamHtls WH 1.7 20 77.11 –0.23 .32
84.68 48.74 RexfordIndlRealty REXR 2.5 65 60.30 –1.18 .38 22.80 14.76 UrstadtBiddle UBP 5.5 25 16.48 +0.12 .225
10.40 9.72 RiceAcqnII A RONI ... 18 10.22 –0.01 ... 115.76 60.69 SOQUIMICH SQM 6.4 8 86.74 +0.502.0024 9.29 2.95 TencentMusic TME ... 27 7.59 –0.42 ... 20.73 15.07 UrstadtProp A UBA 5.7 27 17.54 –0.62 .25 XYZ
10.58 9.89 RigelResourceA RRAC ... 16 10.38 ... ... 14.61 8.29 SolarisOilfield SOI 4.6 14 9.20 –0.78 .105 92.65 36.69 TenetHealthcare THC ... 16 59.29 –2.07 ... 19.98 12.06 UtzBrands UTZ 1.4 dd 16.22 –0.24 .057
133.41 28.00 RingCentral RNG ... dd 34.74 –2.23 ... 14.36 7.51 SolarWinds SWI ... dd 8.75 –0.17 ... 85.33 54.90 Tennant TNC 1.5 20 71.80 +1.97 .265 4.20 1.62 XFinancial XYF ... 2 3.20 –0.17 ...
84.69 50.92 RioTinto RIO 9.9 9 68.90 –5.54 2.67 10.77 3.39 SoloBrands DTC ... dd 4.07 –0.05 ... 51.00 28.65 Teradata TDC ... cc 41.23 –0.16 ... V 47.31 24.75 XPO XPO ... 6 34.17 –3.12 ...
7.74 3.43 Riskified RSKD ... dd 5.49 –0.33 ... 6.84 0.86 Sonendo SONX ... dd 2.44 –0.17 ... 58.40 26.64 Terex TEX 1.0 13 58.35 +1.42 .15 20.36 12.48 XeniaHotels XHR .0 dd 14.30 +0.28 .10
72.73 48.72 RitchieBros RBA 1.8 21 60.52 –2.07 .27 62.26 34.17 SonicAutomotive SAH 2.0 34 56.27 –3.73 .28 12.69 1.29 TerranOrbital LLAP ... dd 2.70 +0.90 ... 60.09 23.71 VF VFC 5.0 23 24.18 –2.81 .30
12.30 2.95 XinyuanRealEst XIN ... dd 5.92 –0.13 ...
11.61 3.17 RiteAid RAD ... dd 3.90 –0.01 ... 36.47 11.25 SonidaSrLiving SNDA ... dd 12.02 –0.71 ... 81.01 50.36 TerrenoRealty TRNO 2.5 24 63.09 –0.94 .40 10.36 1.25 ViaOptronics VIAO ... dd 3.27 +0.14 ...
36.52 6.18 XPeng XPEV ... dd 8.40 –1.13 ...
11.75 6.86 RithmCapital RITM10.9 5 9.16 –0.36 .25 67.06 51.52 SonocoProducts SON 3.3 12 58.99 –2.08 .49 5.82 2.90 TetraTech TTI ... 61 3.87 –0.02 ... 35.69 26.42 VICI Prop VICI 4.7 27 33.29 –0.60 .39
26.00 8.15 Xperi XPER ... ... 11.79 +1.53 ...
122.29 65.40 RobertHalf RHI 2.4 13 78.57 –3.85 .48 107.52 61.72 Sony SONY .5 15 82.71 –2.35.2579 11.45 6.78 TevaPharm TEVA ... dd 9.91 –0.15 ... 14.11 6.47 Vizio VZIO ... dd 9.63 –0.29 ...
28.59 11.20 XponentialFit XPOF ... dd 25.93 –0.31 ...
53.88 21.65 Roblox RBLX ... dd 36.96 –3.92 ... 80.57 60.71 Southern SO 4.2 20 64.56 –2.07 .68 2739.00 1050.15 TexasPacLand TPL .7 31 1766.69 –28.06 3.25 13.70 5.53 VOC Energy VOC 15.7 7 7.98 –0.17 .23 118.58 72.08 Xylem XYL 1.3 52 102.40 –4.89 .33
14.32 5.97 RocketCos. RKT .0 9 7.87 –0.83 1.01 79.32 42.42 SoCopper SCCO 4.9 21 71.20 –2.84 1.00 40.35 25.47 Textainer TGH 3.7 5 32.56 –0.37 .30 8.48 2.66 VTEX VTEX ... dd 3.88 –0.14 ... 65.46 27.86 Yeti YETI ... 37 38.33 –3.34 ...
10.22 9.70 RocketInternetA RKTA ... 39 10.20 +0.02 ... 10.41 9.84 SouthportAcqnA PORT ... 17 10.31 +0.02 ... 76.11 57.11 Textron TXT .1 18 73.56 –1.25 .02 47.49 29.55 V2X VVX ... 40 47.46 +1.85 ... 13.11 2.82 YPF YPF ... 2 11.88 +0.47 ...
299.40 190.08 Rockwell ROK 1.6 31 290.39 –7.33 1.18 50.10 30.20 SouthwestAir LUV 2.1 42 33.57 –1.79 .18 618.36 475.77 ThermoFisher TMO .2 31 542.79 –16.91 .35 8.77 3.93 VaalcoEnergy EGY 3.5 4 4.51 +0.12.0625 6.50 3.00 Yalla YALA ... 9 4.33 –0.53 ...
64.55 36.23 RogersComm B RCI 3.1 19 48.02 –1.07.3753 95.62 59.51 SouthwestGas SWX 3.9 26 64.05 –1.05 .62 27.54 13.26 Thermon THR ... 26 26.44 –0.49 ... 273.43 201.91 VailResorts MTN 3.2 28 237.89 –5.45 1.91 6.40 3.88 YamanaGold AUY 2.4 19 5.10 –0.23 .03
274.51 98.45 Rogers ROG ... 39 149.86 +0.88 ... 9.87 4.58 SouthwesternEner SWN ... 3 5.56 +0.59 ... 125.32 91.55 ThomsonReuters TRI 1.6 42 121.51 –1.67 .49 80.00 37.17 Valaris VAL ... 28 65.30 –8.54 ... 2.20 0.39 YatsenHolding YSG ... dd 1.31 +0.01 ...
43.06 31.43 Rollins ROL 1.5 47 35.12 –1.18 .13 94.25 38.93 SpectrumBrands SPB 2.6 56 63.82 +0.90 .42 105.36 66.26 ThorIndustries THO 2.0 5 92.11 –3.00 .45 21.29 11.72 Vale VALE 6.4 4 16.33 –0.69.3542 39.27 25.30 Yelp YELP ... 60 30.14 –0.65 ...
488.23 356.22 RoperTech ROP .6 38 428.44 +0.76.6825 2.39 0.86 SpireGlobal SPIR ... dd 1.02 –0.04 ... 20.51 7.02 3D Systems DDD ... dd 9.98 –1.18 ... 7.05 2.71 ValensSemicon VLN ... dd 4.33 –0.37 ... 8.20 4.00 Yext YEXT ... dd 6.83 –0.32 ...
10.96 9.70 RossAcqnIIA ROSS ... 34 10.20 +0.01 ... 79.24 61.52 Spire SR 4.0 15 71.64 –1.28 .72 154.66 106.76 3M MMM 5.6 11 107.80 –5.19 1.50 150.39 79.65 ValeroEnergy VLO 3.1 5 132.75 +3.14 1.02 3.85 0.67 YirenDigital YRD ... ... 2.79 –0.49 ...
114.55 83.63 RoyalBkCanada RY 3.9 12 100.85 –2.22.9832 52.03 21.14 SpiritAeroSys SPR .1 dd 33.95 –1.67 .01 47.12 13.80 Tidewater TDW ... dd 43.81 –0.20 ... 54.06 20.83 Valhi VHI 1.3 5 23.99 –0.85 .08 12.55 3.03 Youdao DAO ... dd 7.24 –0.48 ...
87.68 31.09 RoyalCaribbean RCL ... dd 70.17 –2.86 ... 27.88 15.92 SpiritAirlines SAVE .0 dd 19.02 –0.17 .10 13.25 6.65 Tilly's TLYS ... 12 8.58 –0.49 ... 353.36 207.16 ValmontInds VMI .7 27 310.84 –15.09 .55 133.77 103.97 Yum!Brands YUM 1.9 28 126.83 –5.21 .605
10.50 0.85 RubiconTech RBT ... dd .98 –0.06 ... 48.24 34.31 SpiritRealtyCap SRC 6.2 23 42.55 –1.65 .663 87.86 50.85 Timken TKR 1.4 16 86.00 –0.80 .31 36.95 24.40 Valvoline VVV 1.4 15 34.87 +0.11 .125 63.06 33.55 YumChina YUMC .9 56 58.40 –2.21 .13
10.44 2.89 RushStreetInt RSI ... dd 3.81 –0.52 ... 160.06 69.29 Spotify SPOT ... dd 117.14 –8.19 ... 26.23 14.09 TimkenSteel TMST ... 17 18.41 –0.93 ... 16.39 0.46 Vapotherm VAPO ... dd .85 –0.22 ... 91.23 16.23 ZimIntShipping ZIM 114.9 0 23.98 +1.82 2.95
46.40 32.13 RyanSpecialty RYAN ... 94 43.37 +0.63 ... 10.46 9.90 SpreeAcqn1 A SHAP ... dd 10.37 –0.04 ... 19.81 10.81 TItanIntl TWI ... 6 15.05 –0.75 ... 14.39 8.64 VectorGroup VGR 6.0 13 13.40 –0.99 .20 29.98 16.27 ZTO Express ZTO .0 20 24.45 –0.56 .25
102.36 61.71 RyderSystem R 2.6 6 96.44 –2.14 .62 15.05 7.25 Sprinklr CXM ... dd 10.92 +0.02 ... 26.04 11.91 Toast TOST ... dd 19.46 –0.02 ... 234.89 151.02 VeevaSystems VEEV ... 68 165.11 –5.38 ... 3.85 1.05 ZeppHealth ZEPP .0 dd 1.71 –0.16 .08
44.09 18.68 RyersonHolding RYI 1.8 3 34.83 –6.86 .17 57.00 29.76 Sprott SII 2.9 44 34.31 –3.56 .25 63.19 39.53 Toll Bros TOL 1.4 5 58.33 +1.13 .20 10.90 1.28 Velo3D VLD ... dd 3.11 –0.31 ... 13.46 4.09 ZetaGlobal ZETA ... dd 10.70 +1.18 ...
101.19 70.47 RymanHospitality RHP .8 41 92.10 +2.97 .25 2.50 0.69 SprucePower SPRU ... dd .98 –0.19 ... 47.49 31.05 TootsieRoll TR .8 43 44.43 –1.74 .09 13.60 8.15 VelocityFinl VEL ... 10 9.73 –0.02 ... 7.06 1.86 ZeviaPBC ZVIA ... dd 3.76 –0.71 ...
30.69 14.43 Squarespace SQSP ... dd 23.06 –0.16 ... 232.92 140.66 TopBuild BLD ... 12 206.17 +7.26 ... 2.78 0.41 VenatorMaterials VNTR ... dd .48 –0.19 ... 3.52 0.89 Zhihu ZH ... dd 1.48 –0.23 ...
S 62.21 31.11 St.Joe JOE .9 35 42.53 –3.23 .10 25.96 16.80 TopgolfCallaway MODG ... 31 23.41 –0.40 ... 64.02 35.33 Ventas VTR 3.6 dd 49.69 –0.77 .45 135.05 100.39 ZimmerBiomet ZBH .8 cc 122.70 –3.27 .24
48.24 31.61 StandardMotor SMP 3.0 12 39.22 –1.95 .29 117.66 71.86 Toro TTC 1.2 26 111.02 –3.55 .34 17.99 10.22 VerisResidential VRE ... dd 16.37 –0.32 ... 25.00 13.78 ZipRecruiter ZIP ... 33 17.35 –6.46 ...
123.28 78.22 SAP SAP 1.3 55 113.18 –4.17 2.66 121.85 79.02 StandexInt SXI 1.0 20 114.03 –2.89 .28 82.64 57.27 TorontoDomBk TD 4.1 9 66.96 –1.95.7097 161.10 94.50 Veritiv VRTV 1.9 6 133.14 –5.90 .63 201.32 124.15 Zoetis ZTS .9 37 166.33 –5.70 .375
423.55 279.32 S&P Global SPGI 1.0 33 343.38 –17.45 .90 168.30 70.24 StanleyBlackDck SWK 3.8 12 84.80 –4.38 .80 8.95 2.59 Torrid CURV ... 9 2.83 –0.21 ... 55.51 34.55 Verizon VZ 6.7 8 38.74 –1.48.6525 15.77 5.45 Zuora ZUO ... dd 8.62 –0.28 ...
10.29 9.65 SDCLEDGEAcqn SEDA ... 23 10.23 +0.02 ... 61.61 40.92 Stantec STN .9 34 58.26 +4.93 .144 10.40 9.62 TortoiseEcoIII A TRTL ... 27 10.15 ... ... 30.17 12.90 VermilionEnergy VET 1.5 2 13.80 +0.43.0593 36.82 20.10 ZurnElkayWater ZWS 1.2 49 22.97 –0.39 .07
10.40 4.75 SeacorMarine SMHI ... dd 10.00 –0.22 ... 11.25 6.26 Starrett A SCX ... 5 10.52 –0.03 ... 65.05 44.61 TotalEnergies TTE ... 8 62.60 +0.34 ... 11.95 1.83 VerticalAerospace EVTL ... ... 1.93 +0.04 ...
10.18 2.97 SES AI SES ... dd 3.06 –0.28 ... 4.96 2.60 Startek SRT ... 20 3.75 –0.15 ... 13.16 7.05 TownsquareMedia TSQ ... 13 7.20 –0.02 ... 17.88 7.76 Vertiv VRT .1 dd 15.81 –0.25 .01 NYSE ARCA
11.60 8.71 SFL SFL 9.2 ... 10.46 +0.32 .24 24.79 17.69 StarwoodProp STWD 9.9 7 19.47 –0.76 .48 186.00 130.07 ToyotaMotor TM 2.6 10 136.05 –6.801.7621 44.25 23.07 Viad VVI ... cc 25.94 –0.68 ...
8.96 3.23 SignaSports SSU ... dd 4.60 –0.20 ... 94.74 58.62 StateStreet STT 2.9 12 87.17 –4.83 .63 10.09 2.48 Traeger COOK ... dd 3.79 –0.11 ... 6.59 1.69 VicariousSurgical RBOT ... cc 2.80 –0.27 ... 24.43 22.96 CambiarAggressive CAMX ... ... 23.62 –0.54 ...
42 BARRON’S February 27, 2023

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 4.80 ApreaTherap APRE ... dd 5.10 –1.82 ... 117.77 70.73 BioMarinPharm BMRN ... cc 102.07 –6.24 ... 39.12 12.82 Cerence CRNC ... dd 27.08 –1.23 ...

Five-Day Nasdaq Composite 17.80


10.70
11.19
3.19
3.42
9.90
1.31
0.62
Aptorum
APxAcqnI A
ApyxMedical
AquestiveTherap
APM
APXI
APYX
AQST
...
...
...
...
dd
18
dd
dd
3.60
10.44
2.87
.81
–0.13 ...
+0.05 ...
–0.42 ...
... ...
14.20
10.90
189.07
10.37
2.84
2.49
117.08
9.85
BiomeaFusion
Bionomics
BioNTech
BioPlusAcqnA
BMEA ...
BNOX ...
BNTX .0
BIOS ...
dd
dd
3
cc
11.62
3.44
133.31
10.36
+0.62 ...
–0.46 ...
–5.311.5342
... ...
25.72
6.00
10.37
33.65
10.60
2.53
9.87
16.64
Certara
Cerus
ChainBridgeIA
ChampionX
CERT ...
CERS ...
CBRG ...
CHX 1.1
dd
dd
22
41
18.09
2.78
10.37
30.87
–1.14 ...
–0.22 ...
+0.01 ...
–0.22 .085
2.36 0.58 Aravive ARAV ... dd 1.87 –0.04 ... 46.25 1.95 BioraTherap BIOR ... dd 2.87 –0.35 ... 8.46 1.10 ChargeEnt CRGE ... dd 1.13 –0.11 ...
Big Numbers: Math-chip maker Nvidia is rising on the AI wave. But 3.64 1.85 ArbutusBiopharma ABUS ... dd 2.65 –0.09 ... 10.53 2.00 Biote BTMD ... 17 4.67 –0.11 ... 605.40 297.66 CharterComms CHTR ... 12 374.81 –20.81 ...
103.57 65.16 ArcBest ARCB .5 8 97.25 –4.93 .12 15.10 1.42 Bioventus BVS ... dd 1.47 –0.23 ... 149.62 107.54 CheckPoint CHKP ... 20 124.20 –0.76 ...
Moderna’s wave of Covid vaccine sales has crested. The Nasdaq Com- 35.26 6.04 Arcellx ACLX ... dd 27.80 –1.30 ... 4.38 0.38 Bitfarms BITF ... dd .94 –0.17 ... 43.29 26.05 Cheesecake CAKE 2.8 46 38.37 –1.73 .27
69.19 41.05 ArchCapital ACGL ... 18 69.17 +1.36 ... 4.08 1.18 BlackDiamond BDTX ... dd 2.04 –0.68 ... 42.16 26.28 ChefsWarehouse CHEF ... 49 33.58 –2.81 ...
posite Index finished Friday at 11,395—down 3.3% for the week. 156.40 1.67 Arcimoto FUV ... dd 1.71 –0.25 ... 65.40 43.54 Blackbaud BLKB ... dd 57.15 –1.46 ... 53.43 40.74 ChemungFinl CHMG 2.5 8 50.35 –0.46 .31
22.74 7.85 ArcoPlatform ARCE ... cc 12.95 +0.42 ... 79.23 48.73 BlackLine BL ... dd 71.07 –0.65 ... 10.50 9.98 ChengheAcqnA CHEA ... cc 10.47 +0.04 ...
31.41 11.70 ArcturusTherap ARCT ... dd 16.17 –2.30 ... 4.35 3.31 BlackRockCapInvt BKCC10.6 18 3.78 +0.06 .10 107.31 71.35 ChesapeakeEner CHK 2.4 3 85.40 +5.31 1.29
Monday Tuesday Wednesday Thursday Friday 27.40 12.81 ArcutisBiotherap ARQT ... dd 15.66 –1.31 ... 14.52 10.65 BlkRkTCPCap TCPC 9.9 10 12.90 +0.08 .32 20.21 13.87 ChicagoAtlRealEst REFI 12.7 9 14.80 –0.24 .29
3.43 0.49 Ardelyx ARDX ... dd 2.95 –0.09 ... 10.16 9.62 bleuacaciaA BLEU ... cc 10.16 +0.02 ... 15.89 4.32 ChickenSoupA CSSE ... dd 4.52 –0.79 ...
11,820 22.65 16.53 AresCapital ARCC 9.9 16 19.32 –0.36 .48 0.15 0.04 bleuacaciaRt BLEUR ... ... .08 –0.03 ... 65.41 29.20 Children'sPlace PLCE ... 7 41.54 –4.38 ...
(Previous Friday Close) 407.93 256.44 arGEN-X ARGX ... dd 366.53 –5.40 ... 12.80 9.84 BlockchainCoinIA BCSA ... 53 10.25 +0.02 ... 6.25 1.27 Chimerix CMRX ... 1 1.54 –0.11 ...
H 10.75
15.27
0.36
4.23
ArgoBlockchain
Arhaus
ARBK
ARHS
...
...
dd
20
1.65
14.03
–0.20 ...
–0.28 ...
10.47
0.23
9.80
0.03
BlockchainMoonA
BlockchainMoonRt
BMAQ ...
BMAQR ...
dd
...
10.47
.09
+0.01 ...
+0.01 ...
9.21
27.44
3.75
11.81
Chindata
ChinookTherap
CD ...
KDNY ...
27
dd
7.15
21.71
–0.82 ...
–1.50 ...
10.27 9.78 AriszAcqnA ARIZ ... dd 10.27 +0.05 ... 28.46 15.89 BloominBrands BLMN 3.5 28 27.07 –0.44 .24 37.76 17.50 ChipMOSTechs IMOS14.8 5 23.50 +0.072.9194
O 11,685 12.20
10.27
8.56
9.85
ArmadaAcqnI
ArogoCapA
AACI
AOGO
...
...
dd
dd
10.03
10.27
... ...
+0.04 ...
22.10
14.06
7.14
11.01
BlueBird
BlueFoundryBncp
BLBD ...
BLFY ...
dd
cc
18.96
12.05
–1.30 ...
+0.08 ...
181.34
253.29
93.35
172.75
ChordEnergy
ChurchillDowns
CHRD 3.7
CHDN .3 21
2 136.18
243.11
+3.03 3.55
–2.77 .714
L 24.59
4.13
5.45
0.14
ArrayTech
Arrival
ARRY
ARVL
...
...
dd
dd
18.97
.29
–1.35 ...
–0.03 ...
10.80
10.85
9.80
9.84
BlueOceanA
BlueWorldA
BOCN ...
BWAQ ...
20
cc
10.39
10.39
+0.04 ...
+0.03 ...
39.96
67.31
18.64
18.00
Chuy's
Cimpress
CHUY ...
CMPR ...
32
dd
35.72
32.87
–1.12 ...
–4.98 ...
36.51 28.50 ArrowFinancial AROW 3.5 10 30.95 –0.39 .27 8.58 2.87 bluebirdbio BLUE ... dd 5.12 –0.57 ... 143.22 88.66 CincinnatiFin CINF 2.5 dd 121.45 –5.58 .75
I 11,550 51.11 26.81 ArrowheadPharm ARWR ... dd 32.63 –1.12 ... 79.40 37.82 BlueprintMed BPMC ... dd 37.97 –8.25 ... 43.15 10.53 CinCorPharma CINC ... dd 29.06 –0.27 ...
10.31 9.70 ArtemisStratInvt ARTE ... 24 10.31 +0.01 ... 3.64 1.18 BoltBiotherap BOLT ... dd 1.54 +0.05 ... 470.23 343.86 Cintas CTAS 1.1 35 435.03 –9.07 1.15
D 19.25
63.00
3.27
44.08
Arteris
ArtesianRscs A
AIP
ARTNA
...
1.9
dd
29
6.60
57.41
+0.69 ...
–1.83.2784
2537.00
28.51
1616.85
10.76
BookingHldgs
BowmanConsult
BKNG ...
BWMN ...
31
97
2452.48
27.40
–9.53 ...
+1.14 ...
3.94
108.42
0.38
61.94
CipherMining
CirrusLogic
CIFR ...
CRUS ...
dd
18
1.51
102.08
–0.39 ...
–1.45 ...
A 11,415 75.39
134.53
27.01
61.58
Arvinas
AscendisPharma
ARVN
ASND
...
...
dd
dd
31.98
113.39
–3.36 ...
–3.26 ...
7.94
9.18
2.30
1.64
BraggGaming
Brainsway
BRAG ...
BWAY ...
dd
dd
3.95
1.93
–0.28 ...
–0.32 ...
57.00
41.64
38.60
15.48
CiscoSystems
CitiTrends
CSCO 3.2
CTRN ...
18
4
48.48
27.53
–2.29 .39
–1.22 ...
19.20 8.12 AscentIndustries ACNT ... 4 10.50 –0.91 ... 50.97 22.54 Braze BRZE ... dd 31.53 +0.40 ... 16.25 11.35 CtznCmntyBcp CZWI 2.3 7 12.55 –0.23 .29
Y -294.97 +14.77 +83.33 -195.46 1.91 0.18 AspenGroup ASPU ... dd .18 –0.03 ... 13.11 4.98 BridgeBioPharma BBIO ... dd 11.65 –1.45 ... 21.75
103.00
11.93
73.40
CitizensHolding
CityHolding
CIZN 6.1
CHCO 2.6 14
9 15.73
98.38
–0.08 .24
–1.85 .65
263.59 173.81 AspenTech AZPN ... ... 214.64 +0.69 ... 25.90 3.26 BridgerAerospace BAER ... 64 7.90 +3.68 ...
11,280 2.42 0.82 AssemblyBiosci ASMB ... dd 1.35 –0.15 ... 15.50 10.26 BridgfordFoods BRID ... 3 12.83 +0.29 ... 29.32 6.86 Clarus CLAR 1.0 15 9.90 ... .025
51.69 31.04 AstecIndustries ASTE 1.2 dd 44.54 –1.33 .13 8.13 4.87 Brightcove BCOV ... dd 5.25 –1.82 ... 10.60 9.79 CleanEarthA CLIN ... dd 10.19 +0.02 ...
10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 4.77 0.41 AstraSpace ASTR ... dd .51 –0.07 ... 60.54 38.38 BrighthouseFin BHF ... 5 57.28 –1.88 ... 0.49 0.08 CleanEarthRt CLINR ... ... .19 ... ...
72.12 52.65 AstraZeneca AZN 2.1 63 66.37 –2.60 .985 11.21 3.60 BrilliantEarthA BRLT ... cc 5.14 –0.36 ... 8.65 4.02 CleanEnerFuels CLNE ... dd 5.61 –0.08 ...
16.28 2.36 AstriaTherap ATXS ... dd 12.52 –1.02 ... 10.60 9.84 BroadCapital BRAC ... dd 10.46 +0.03 ... 134.90 48.91 Clearfield CLFD ... 16 61.56 +0.15 ...
15.45 7.46 Astronics ATRO ... dd 14.59 ... ... 12.36 9.91 BroadCapital BRACU ... ... 10.54 –0.04 ... 2.85 0.98 ClearsideBiomed CLSD ... dd 1.25 –0.13 ...
52-Week Tick Div 52-Week Tick Div 15.98 10.97 AstroNova ALOT ... cc 12.42 –0.38 ... 645.31 415.07 Broadcom AVGO 3.2 22 577.75 –17.84 4.60 10.32 9.43 ClimateRockA CLRC ... dd 10.31 +0.01 ...
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 13.37 2.83 AtaraBiotherap ATRA ... dd 4.06 –0.46 ... 17.20 11.59 BrooklineBcp BRKL 4.1 9 13.09 –0.37 .135 0.15 0.06 ClimateRockRt CLRCR ... ... .12 –0.03 ...
78.99 46.94 Alarm.com ALRM ... 48 50.89 –2.17 ... 9.79 3.65 AteaPharm AVIR ... 10 3.67 –0.58 ... 76.81 48.42 Bruker BRKR .3 35 69.40 –4.33 .05 41.13 24.65 ClimbGlbl CLMB 1.7 16 39.56 –0.43 .17
A 24.00 2.37 Athenex ATNX ... dd 2.74 –0.36 ... 10.71 9.83 BullpenParlayA BPAC ... 24 10.36 +0.01 ... 3.90 0.86 CloverHealth CLOV ... dd 1.09 –0.05 ...
4.01 0.41 AlaunosTherap TCRT ... dd .58 –0.05 ...
83.00 47.50 AAON AAON .6 65 81.47 +1.47 .24 17.29 6.85 Alector ALEC ... dd 8.76 –1.08 ... 14.22 2.53 AthiraPharma ATHA ... dd 3.11 –0.14 ... 39.33 15.41 Bumble BMBL ... dd 23.52 +0.78 ... 54.53 35.61 CoastalFinl CCB ... 15 44.83 –1.67 ...
28.06 12.24 AcadiaPharm ACAD ... dd 18.92 –0.45 ... 12.50 5.64 AlgomaSteel ASTL 2.7 3 7.46 –0.28 .05 3.79 2.10 AtlanticAmerican AAME .8 20 2.40 –0.07 .02 5.20 1.20 BurgerFiIntl BFI ... dd 1.64 –0.06 ... 656.11 405.03 CocaColaCon COKE .4 12 564.73 +34.27 3.00
34.58 19.68 ACI Worldwide ACIW ... 19 26.10 +0.11 ... 43.65 23.00 Alico ALCO .8 dd 26.02 –0.58 .05 10.32 9.87 AtlCoastal II A ACAB ... dd 10.32 +0.02 ... 11.27 1.70 BurningRockBio BNR ... dd 2.90 –0.20 ... 57.64 41.80 Coca-ColaEuro CCEP 3.0 16 55.97 –0.26 1.11
4.84 1.68 AC Immune ACIU ... dd 2.24 –0.13 ... 513.12 172.05 AlignTech ALGN ... 67 306.28 –10.43 ... 36.85 24.42 AtlanticaSust AY 6.5 dd 27.16 +1.25 .445 11.47 9.85 BurTechAcqnA BRKH ... cc 10.29 +0.02 ... 22.22 4.21 Codexis CDXS ... dd 4.73 –1.00 ...
27.93 5.46 ACM Research ACMR ... 18 11.53 –1.05 ... 19.17 7.74 AlignmentHlthcr ALHC ... dd 9.27 –1.80 ... 61.41 23.15 Atlanticus ATLC ... 5 31.80 –5.20 ... 27.00 19.88 BusFirstBcshs BFST 2.3 9 20.47 +0.37 .12 7.15 0.30 CodiakBioSci CDAK ... dd .49 –0.11 ...
15.70 6.10 ACV Auctions ACVA ... dd 12.03 +0.88 ... 2.99 0.84 AligosTherap ALGS ... dd 1.56 –0.14 ... 102.27 58.70 AtlasAir AAWW ... 8 101.75 –0.20 ... 5.71 0.64 BuzzFeed BZFD ... dd 1.60 –0.36 ... 25.95 18.66 CodorusValleyBncp CVLY 2.6 12 24.90 –0.35 .16
3.98 1.43 ADMA Biologics ADMA ... dd 3.42 –0.21 ... 7.92 2.03 AlimeraSciences ALIM ... dd 2.26 –0.16 ... 13.57 4.71 AtlasTech ATCX ... dd 12.24 +0.03 ... C 21.42 1.03 CoeptisTherap COEP ... 11 1.30 –0.15 ...
25.47 15.50 Adtran ADTN 2.1 dd 17.32 +0.33 .09 17.71 9.23 AlkamiTech ALKT ... dd 15.43 –0.29 ... 321.76 113.86 Atlassian TEAM ... dd 162.55 –6.01 ... 18.07 3.79 CogentBio COGT ... dd 12.60 –1.04 ...
18.00 1.42 AerwinsTech AWIN ... 2 1.68 –0.22 ... 32.79 21.75 Alkermes ALKS ... dd 27.18 –0.89 ... 243.99 0.88 AtlisMotor AMV ... ... .94 –0.12 ... 5.23 1.48 Cadiz CDZI ... dd 4.17 +0.01 ... 72.21 46.75 CogentComm CCOI 5.7 cc 62.80 –5.23 .925
20.74 14.90 AFC Gamma AFCG14.3 7 15.56 –0.47 .56 8.73 2.54 Allakos ALLK ... dd 5.80 –0.53 ... 29.40 11.02 AtourLifestyle ATAT ... cc 24.07 +0.27 ... 63.77 43.10 C&F Fin CFFI 2.9 7 58.63 –0.42 .42 80.30 40.21 Cognex CGNX .6 38 47.04 –1.10 .07
13.64 7.30 AGNC Invt AGNC13.0 dd 11.10 –0.29 .12 4.50 0.17 AllarityTherap ALLR ... dd .20 +0.01 ... 5.36 0.76 Atreca BCEL ... dd 1.40 –0.24 ... 26.10 20.49 CB FinSvcs CBFV 4.2 11 23.60 +1.60 .25 6.27 1.07 CognitionTherap CGTX ... dd 1.52 –0.28 ...
10.77 9.83 AIBAcqnA AIB ... ... 10.42 +0.04 ... 8.58 2.14 Allbirds BIRD ... dd 2.74 ... ... 72.31 32.51 AtriCure ATRC ... dd 39.81 –0.53 ... 11.54 7.41 CCC Intelligent CCCS ... dd 9.00 –0.16 ... 93.47 51.33 CognizantTech CTSH 1.8 14 63.83 –1.65 .29
11.57 9.87 ALSPOrchidI A ALOR ... dd 10.36 ... ... 177.37 62.94 AllegiantTravel ALGT ... cc 100.94 +0.54 ... 783.80 534.99 Atrion ATRI 1.3 35 682.80 –12.07 2.15 215.00 147.91 CDW CDW 1.2 25 202.53 –11.40 .59 12.82 2.31 CognyteSoftware CGNT ... dd 3.64 –0.01 ...
20.40 5.82 AlxOncology ALXO ... dd 6.56 –1.08 ... 45.99 19.20 AllegroMicro ALGM ... 55 43.23 –1.27 ... 37.11 21.77 AuburnNatlBncp AUBN 4.5 8 24.15 ... .27 42.25 23.71 CEVA CEVA ... dd 31.67 –1.34 ... 14.11 5.58 CoherusBioSci CHRS ... dd 6.94 –0.86 ...
44.05 14.45 AMC Networks AMCX ... cc 23.67 –3.46 ... 27.63 12.60 AllianceResource ARLP13.7 5 20.50 –0.91 .70 28.76 16.04 AudioCodes AUDC 2.2 19 16.30 –1.14 .18 10.55 9.83 CFAcqnVII A CFFS ... dd 10.27 +0.02 ... 38.40 24.06 Cohu COHU ... 18 36.05 +0.68 ...
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60.49 44.72 Amerisafe AMSF 2.3 19 54.02 –1.62 .34 65.37 47.19 AlliantEnergy LNT 3.4 19 52.72 –1.25.4525 24.83 9.43 AuraBiosciences AURA ... dd 10.31 –0.03 ... 26.80 4.71 C4 Therap CCCC ... dd 5.33 –0.74 ... 206.79 31.55 CoinbaseGlbl COIN ... dd 58.44 –6.76 ...
44.60 23.71 A-MarkPrecMet AMRK 2.7 5 29.82 –2.59 .20 42.86 21.14 AlliedMotionTech AMOT .2 43 41.00 –1.36 .025 10.38 9.83 AuraFatProjectsA AFAR ... cc 10.38 +0.02 ... 121.23 86.60 CH Robinson CHRW 2.4 14 100.34 –0.83 .61 30.22 14.04 CollegiumPharm COLL ... dd 26.85 –0.32 ...
45.99 22.31 ANI Pham ANIP ... dd 41.13 –1.95 ... 17.49 5.41 AllogeneTherap ALLO ... dd 6.19 –1.01 ... 16.30 4.07 AuriniaPharm AUPH ... dd 8.19 ... ... 10.98 9.81 CIIGCapPtrsII CIIG ... dd 10.26 +0.01 ... 140.29 84.16 ColliersIntl CIGI .3 cc 115.56 –2.78 .15
333.83 194.23 Ansys ANSS ... 49 291.34 +20.58 ... 8.67 2.75 Allot ALLT ... dd 3.52 ... ... 4.56 0.82 AuroraCannabis ACB ... dd .86 –0.08 ... 2.40 1.03 CLPS CLPS .0 6 1.39 –0.11 .05 14.77 4.27 Collplant CLGN ... dd 11.21 –0.70 ...
23.58 6.88 AN2 Therap ANTX ... dd 12.11 –1.54 ... 10.29 3.17 AlloVir ALVR ... dd 6.70 –0.24 ... 6.54 1.10 AuroraInnov AUR ... dd 1.42 –0.38 ... 251.99 166.55 CME Group CME 2.4 25 187.17 –1.47 1.10 18.98 12.52 ColonyBankcorp CBAN 3.5 11 12.61 –0.10 .11
51.95 30.15 APA APA 2.5 4 39.22 +1.13 .25 242.97 117.58 AlnylamPharm ALNY ... dd 189.78 –33.01 ... 1.42 0.60 AuroraMobile JG ... dd .67 –0.02 ... 28.50 22.98 CNB FinPA CCNE 2.9 7 23.88 –0.57 .175 37.08 26.97 ColumbiaBanking COLB 3.9 10 30.45 –1.14 .30
22.45 15.50 ARKRestaurants ARKR 2.8 7 17.73 –1.56 .125 69.99 26.02 Alpha&Omega AOSL ... 10 27.12 –1.56 ... 11.23 9.54 AuroraTechA ATAK ... 48 10.32 +0.05 ... 21.50 6.54 CompassPath CMPS ... dd 8.17 –0.96 ... 22.86 18.77 ColumbiaFin CLBK ... 26 21.00 +0.29 ...
9.23 2.80 ARS Pharm SPRY ... dd 8.27 –0.36 ... 10.48 9.84 AlphaStarAcqn ALSA ... cc 10.46 +0.07 ... 0.25 0.05 AuroraTechRt ATAKR ... ... .11 –0.01 ... 42.50 10.18 CPI Card PMTS ... 17 35.54 –1.21 ... 98.32 65.02 ColumbiaSportswr COLM 1.4 18 87.97 –3.06 .30
714.62 363.15 ASML ASML .8 42 618.38 –33.551.8386 0.24 0.05 AlphaStarRt ALSAR ... ... .09 –0.02 ... 235.01 163.20 Autodesk ADSK ... 51 192.53 –27.45 ... 128.10 78.35 CRA Intl CRAI 1.2 21 125.05 +0.23 .36 47.18 23.54 ColumbusMcKinn CMCO .8 23 36.62 –1.45 .07
10.48 9.81 A SPAC II ASCB ... ... 10.34 +0.03 ... 18.34 3.02 AlphaTeknova TKNO ... dd 5.00 –0.54 ... 4.73 1.60 AutolusTherap AUTL ... dd 1.86 –0.17 ... 86.95 38.94 CRISPR Therap CRSP ... dd 48.02 –2.87 ... 48.42 28.39 Comcast A CMCSA 3.1 31 37.00 –2.12 .29
0.30 0.05 A SPAC II Rt ASCBR ... ... .15 +0.02 ... 143.79 83.34 Alphabet A GOOGL ... 20 89.13 –5.22 ... 274.92 196.61 ADP ADP 2.3 29 221.58 –7.11 1.25 66.58 52.42 CSG Systems CSGS 2.0 40 56.97 –3.57 .28 72.60 59.81 CommerceBcshrs CBSH 1.6 17 66.76 –0.26 .27
14.27 3.55 AST Space ASTS ... dd 5.96 –0.51 ... 144.16 83.45 Alphabet C GOOG ... 20 89.35 –5.24 ... 10.02 1.05 AvadelPharm AVDL ... dd 9.47 +1.09 ... 12.46 6.65 CSP CSPI .0 16 11.26 –0.53 .03 9.11 4.03 CommVehicle CVGI ... 21 7.92 –0.29 ...
2.64 0.88 ATA Creativity AACG ... dd 1.87 –0.28 ... 14.89 5.73 Alphatec ATEC ... dd 14.80 +0.50 ... 10.50 9.90 AvalonAcqn AVAC ... 25 10.38 +0.03 ... 148.91 96.03 CSW Industrials CSWI .5 25 143.33 +2.21 .17 13.73 5.56 CommScope COMM ... dd 7.78 –0.23 ...
5.99 1.45 ATAI Life ATAI ... dd 1.62 –0.27 ... 10.60 10.05 AlphaTimeAcqn ATMC ... ... 10.15 +0.02 ... 30.23 15.69 Avantax AVTA ... 3 29.31 –0.60 ... 38.63 25.80 CSX CSX 1.4 16 30.75 –0.46 .11 48.05 39.10 CmntyTrBcp CTBI 4.1 9 43.25 –0.87 .44
50.45 32.07 ATN Intl ATNI 2.0 dd 42.65 –5.10 .21 0.25 0.12 AlphaTimeRt ATMCR ... ... .16 ... ... 6.00 0.67 AveannaHealth AVAH ... dd 1.28 +0.05 ... 29.25 22.37 CVB Fin CVBF 3.3 15 24.33 –0.03 .20 16.55 13.26 CommWestBcshs CWBC 2.1 10 15.01 –0.02 .08
1.93 0.56 AVROBIO AVRO ... dd 1.38 –0.31 ... 10.53 10.10 AlphaVestAcqn ATMV ... ... 10.17 +0.03 ... 6.13 3.40 AvePoint AVPT ... dd 4.83 –0.06 ... 12.88 0.59 CabalettaBio CABA ... dd 8.22 +0.29 ... 69.16 50.26 CommVaultSys CVLT ... cc 59.75 –2.58 ...
9.94 4.17 AXT AXTI ... 12 4.50 –0.38 ... 0.57 0.12 AlphaVestAcqnRt ATMVR ... ... .13 ... ... 39.80 23.88 AviatNetworks AVNW ... 30 34.63 –1.12 ... 10.70 9.85 CactusAcqn1 A CCTS ... dd 10.38 +0.02 ... 11.16 9.60 CompassDigitalAcqn CDAQ ... 42 10.16 +0.04 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

19.39 12.54 Abcam ABCM ... cc 14.26 –0.17 ... 10.30 4.82 AlpineImmune ALPN ... dd 7.61 –0.76 ... 37.31 20.83 AvidTechnology AVID ... 29 29.01 –1.82 ... 202.96 132.32 CadenceDesign CDNS ... 63 193.74 –0.70 ... 8.13 4.26 CompoSecure CMPO ... 4 6.82 –0.04 ...
14.97 5.42 AbCelleraBio ABCL ... 17 8.37 –1.22 ... 7.25 2.20 AlpineSummit ALPS16.4 2 2.24 –1.81.0315 25.74 9.83 AvidityBio RNA ... dd 22.77 –2.88 ... 87.43 31.31 CaesarsEnt CZR ... dd 50.03 –2.77 ... 3.57 0.51 Compugen CGEN ... dd .75 –0.06 ...
9.68 1.94 Absci ABSI ... dd 2.24 –0.43 ... 10.40 9.80 AlsetCapAcqnA ACAX ... cc 10.22 +0.03 ... 11.86 5.86 AvidXchange AVDX ... dd 10.02 –0.12 ... 12.25 5.59 Caesarstone CSTE16.8 15 5.94 –0.13 .25 35.50 25.33 ComputerPrograms CPSI ... 28 30.29 –0.98 ...
12.59 6.79 AbsoluteSftwr ABST 2.8 dd 8.66 –0.57.0595 0.41 0.05 AlsetCapAcqnRt ACAXR ... ... .23 +0.02 ... 327.80 131.83 AvisBudget CAR ... 4 218.21 –22.63 ... 65.32 43.08 Cal-MaineFoods CALM 9.2 6 58.39 –2.971.351 10.10 6.42 ComputerTask CTG ... 17 7.57 +0.17 ...
5.30 3.30 AcaciaResearch ACTG ... 49 4.29 –0.07 ... 68.85 43.17 AltairEngg ALTR ... dd 63.54 +7.98 ... 50.19 35.45 Avnet AVT 2.5 5 45.61 –0.82 .29 7.62 2.96 CalAmp CAMP ... dd 4.32 –0.33 ... 3.07 1.00 comScore SCOR ... dd 1.18 –0.03 ...
63.89 25.10 AcademySports ASO .5 8 59.55 –3.11 .075 10.32 9.83 AltEnergyA AEAE ... 12 10.32 ... ... 3.57 1.32 Aware AWRE ... dd 1.54 –0.23 ... 45.50 27.29 CalavoGrowers CVGW 3.5 dd 32.94 –0.42.2875 21.01 8.42 ComtechTel CMTL 2.6 dd 15.45 –0.65 .10
89.85 53.86 AcadiaHealthcare ACHC ... 26 80.25 –1.80 ... 23.49 3.83 Altimmune ALT ... dd 11.98 +0.02 ... 129.71 46.41 AxcelisTechs ACLS ... 23 123.47 +1.54 ... 26.17 18.51 CaliforniaBncp CALB ... 10 25.27 +0.06 ... 205.58 108.57 Concentrix CNXC .8 17 137.04 –5.69 .275
19.39 4.61 Accolade ACCD ... dd 11.12 –0.70 ... 17.67 4.25 AltisourcePortf ASPS ... dd 5.33 +0.07 ... 2.89 0.16 AxcellaHealth AXLA ... dd .60 –0.07 ... 22.70 10.82 CalliditasTherap CALT ... dd 18.66 +0.06 ... 8.44 2.66 ConcertPharm CNCE ... dd 8.38 ... ...
10.49 9.76 AccretionAcqn ENER ... dd 10.22 ... ... 61.63 32.18 AltraIndlMotion AIMC .6 cc 61.53 ... .09 204.99 82.49 AxonEnterprise AXON ... cc 193.55 +4.29 ... 20.50 8.40 CalumetSpecialty CLMT ... dd 19.45 –0.08 ... 5.89 3.29 Conduent CNDT ... dd 4.05 –0.19 ...
0.29 0.01 AccretionAcqnRt ENERR ... ... .14 –0.01 ... 14.04 5.20 Alvotech ALVO ... cc 13.90 +0.61 ... 79.92 38.41 Axonics AXNX ... dd 57.37 –0.04 ... 29.38 12.40 CambiumNtwks CMBM ... 29 20.63 –1.77 ... 45.08 16.48 Confluent CFLT ... dd 24.22 –1.14 ...
3.67 1.70 Accuray ARAY ... dd 2.85 –0.25 ... 27.33 16.05 AmalgamFin AMAL 1.7 9 23.42 –0.88 .10 82.00 20.63 AxsomeTherap AXSM ... dd 61.05 –5.57 ... 51.78 39.21 CamdenNational CAC 4.0 10 41.57 –0.78 .42 2.55 1.28 Conifer CNFR ... dd 1.63 –0.08 ...
9.60 1.35 AcelRxPharm ACRX ... 0 1.39 –0.16 ... 3.74 1.04 Amarin AMRN ... dd 1.77 –0.07 ... 89.20 37.61 Azenta AZTA ... dd 43.87 –2.58 ... 34.61 20.83 Camtek CAMT ... 16 26.89 –0.39 ... 4.95 0.56 ConnectBiopharma CNTB ... dd 1.14 +0.07 ...
3.47 0.75 AchillesTherap ACHL ... dd 1.12 –0.04 ... 170.83 81.43 Amazon.com AMZN ... dd 93.50 –3.70 ... B 6.90 1.87 Canaan CAN ... 1 2.77 –0.22 ... 33.75 21.35 ConnectOneBncp CNOB 2.5 8 24.48 +0.10 .155
18.96 9.84 AclarisTherap ACRS ... dd 12.07 –1.06 ... 143.50 49.02 Ambarella AMBA ... dd 91.04 –2.08 ... 47.69 22.15 CanadianSolar CSIQ ... 14 37.55 –1.39 ... 21.37 5.69 Conn's CONN ... dd 8.40 –0.63 ...
2.29 0.26 AcordaTherap ACOR ... dd .93 +0.01 ... 97.08 76.79 Amdocs DOX 1.9 21 93.41 –1.43 .435 20.71 16.44 BCB Bancorp BCBP 3.7 7 17.49 –0.10 .16 5.75 1.40 CandelTherap CADL ... dd 1.96 –0.14 ... 65.68 37.75 ConsensusCloud CCSI ... 12 44.16 –16.76 ...
10.70 9.97 AcriCapitalA ACAC ... ... 10.42 –0.02 ... 179.91 79.30 Amedisys AMED ... 25 91.82 –5.34 ... 12.69 5.45 BELLUS Health BLU ... dd 7.46 –0.37 ... 10.78 9.92 Canna-GlobalA CNGL ... cc 10.48 +0.04 ... 10.50 9.69 Consilium I A CSLM ... cc 10.28 +0.01 ...
25.47 10.90 AcrivonTherap ACRV ... ... 15.33 –6.26 ... 33.56 24.41 AmerantBncpA AMTB 1.3 15 28.71 –0.44 .09 4.74 3.00 BGC Partners BGCP 1.0 13 4.19 –0.21 .01 6.25 0.72 Canoo GOEV ... dd .73 –0.15 ... 0.30 0.02 Consilium I Rt CSLMR ... ... .08 ... ...
81.83 70.94 ActivisionBliz ATVI .6 40 76.82 –0.75 .47 21.42 11.65 AmerAirlines AAL ... cc 15.56 –0.80 ... 36.14 20.15 BJsRestaurants BJRI ... cc 33.61 –0.05 ... 8.79 2.09 CanopyGrowth CGC ... dd 2.33 –0.18 ... 8.49 3.50 ConsldComm CNSL ... dd 3.92 –0.52 ...
10.97 3.02 AcumenPharm ABOS ... dd 5.24 –0.27 ... 105.60 80.30 AEP AEP 3.7 19 90.43 –1.98 .83 110.85 70.21 BOK Fin BOKF 2.1 13 103.64 –0.83 .54 7.88 2.77 Cantaloupe CTLP ... dd 5.82 –0.18 ... 20.58 9.30 ConsldWater CWCO 2.3 42 15.04 –0.26 .085
2.19 0.48 AcutusMedical AFIB ... dd 1.50 –0.06 ... 39.12 31.62 AmNtlBcsh AMNB 3.6 10 33.39 –0.76 .30 33.34 17.08 BRP Group BRP ... dd 28.75 –0.32 ... 32.92 18.93 CanterburyPark CPHC 1.1 10 26.00 +0.43 .07 97.89 42.46 ConstellationEner CEG 1.4 dd 79.27 –5.28 .282
6.65 0.90 Adagene ADAG ... ... 1.74 –0.12 ... 16.82 7.10 AmOutdoorBrands AOUT ... dd 9.38 –0.68 ... 90.42 57.38 BRP DOOO .5 13 86.60 –2.37 .118 27.49 20.75 CapitalBancorp CBNK 1.1 7 20.77 –0.62 .06 32.98 18.89 ConstructionPtrs ROAD ... 81 27.56 –1.69 ...
2.77 1.01 AdaptimmuneTher ADAP ... dd 1.70 –0.01 ... 24.02 7.83 AmericanPubEdu APEI ... dd 11.57 –0.91 ... 73.10 30.75 B RileyFin RILY 10.5 dd 38.02 –5.08 1.00 36.23 24.43 CapitalCityBank CCBG 2.0 15 34.26 –0.14 .17 15.47 4.64 ConsumerPtfo CPSS ... 3 11.15 –0.03 ...
15.21 5.96 AdaptiveBiotech ADPT ... dd 8.32 –1.18 ... 22.53 13.39 AmerSoftware AMSWA 3.1 43 13.99 –0.69 .11 12.26 3.82 Backblaze BLZE ... dd 5.59 –0.16 ... 19.65 12.80 CapitalProduct CPLP 4.1 2 14.48 +0.13 .15 2.58 0.44 ContextLogic WISH ... dd .51 –0.24 ...
112.89 70.37 AddusHomeCare ADUS ... 38 104.59 –2.73 ... 10.14 3.20 AmerSupercond AMSC ... dd 5.25 –0.62 ... 170.35 73.58 Baidu BIDU ... 44 132.51 –9.20 ... 24.72 16.28 CapitalSouthwest CSWC10.7 14 19.06 –0.33 .05 70.93 51.11 Copart CPRT ... 31 69.23 +0.83 ...
11.85 6.30 Adeia ADEA 2.0 dd 10.20 –0.40 .05 60.78 40.70 AmericanWoodmark AMWD ... 69 58.14 –0.40 ... 39.78 20.42 BakerHughes BKR 2.5 dd 30.38 –0.21 .19 10.85 9.88 CapitalworksEMA CMCA ... 26 10.20 –0.23 ... 8.03 2.65 CorMedix CRMD ... dd 3.98 –0.48 ...
21.87 7.41 AdicetBio ACET ... dd 7.66 –0.78 ... 127.05 52.24 AmerCarMart CRMT ... 13 84.93 –9.66 ... 143.88 110.15 Balchem BCPC .5 39 131.76 –6.36 .71 11.30 7.19 CapitolFedFin CFFN 4.0 15 8.42 –0.15 .085 23.77 10.96 CorsairGaming CRSR ... dd 17.19 –1.06 ...
479.21 274.73 Adobe ADBE ... 32 320.54 –36.31 ... 54.24 38.22 AmerisBancorp ABCB 1.2 10 48.02 –0.90 .15 12.57 4.43 BallardPower BLDP ... dd 5.53 –0.63 ... 22.17 15.71 CapStarFin CSTR 2.3 10 17.35 –0.33 .10 192.13 129.19 Corvel CRVL ... 48 184.59 +0.35 ...
6.77 2.11 AdvEmissions ADES ... ... 3.05 –0.18 ... 4.32 3.66 AmeriServFin ASRV 3.0 9 4.02 ... .03 118.07 75.00 BancFirst BANF 1.7 16 91.55 +1.86 .40 13.97 7.40 CaraTherap CARA ... dd 10.03 –0.73 ... 2.11 0.70 CorvusPharm CRVS ... dd .75 ... ...
101.00 67.55 AdvEnergyInds AEIS .4 17 91.86 –5.28 .10 296.67 221.96 Amgen AMGN 3.6 19 233.66 –6.87 2.13 34.89 9.20 Bandwidth BAND ... dd 15.34 –10.65 ... 23.47 12.26 CardiovascularSys CSII ... dd 19.70 ... ... 85.37 53.25 CoStar CSGP ... 76 70.73 –6.83 ...
125.67 54.57 AdvMicroDevices AMD ... 89 78.09 –0.41 ... 13.62 5.91 AmicusTherap FOLD ... dd 12.93 –0.38 ... 49.52 34.79 BankOZK OZK 3.0 10 46.03 –1.39 .34 65.01 3.50 Cardlytics CDLX ... dd 5.69 –0.88 ... 612.27 406.51 Costco COST .7 37 488.61 –18.87 .90
8.18 1.78 AdvantageSolns ADV ... 11 2.38 –0.18 ... 31.38 14.89 AmkorTech AMKR 1.2 8 25.27 –1.24 .075 30.86 21.08 Bank7 BSVN 2.2 9 29.76 –0.27 .16 5.79 2.50 Carecloud CCLD ... dd 4.02 –0.09 ... 21.64 10.19 Couchbase BASE ... dd 15.84 –0.17 ...
1.82 0.53 AdverumBiotech ADVM ... dd .70 +0.08 ... 44.46 26.76 AmphastarPharm AMPH ... 22 32.54 +0.15 ... 11.22 9.06 BankFinancial BFIN 3.9 13 10.30 –0.01 .10 41.50 10.50 CareDx CDNA ... dd 14.45 –1.15 ... 10.80 9.91 CounterPressA CPAQ ... dd 10.33 +0.01 ...
3.17 0.33 AegleaBioTherap AGLE ... dd .39 –0.11 ... 14.77 5.61 AmrytPharma AMYT ... dd 14.61 –0.02 ... 36.87 27.76 BankwellFin BWFG 2.6 6 30.26 –1.18 .20 9.23 2.77 CareMax CMAX ... dd 4.10 –0.44 ... 130.97 40.30 CoupaSoftware COUP ... dd 80.34 +0.34 ...
16.06 3.62 Aemetis AMTX ... dd 3.81 –0.49 ... 13.45 6.66 AmtechSystems ASYS ... 10 9.45 –0.05 ... 75.72 52.35 Banner BANR 3.0 11 63.85 –0.40 .48 50.03 9.14 CarGurus CARG ... dd 17.02 –0.05 ... 40.37 17.23 CovenantLogist CVLG 1.0 5 34.94 –0.01 .11
30.79 9.11 AerovateTherap AVTE ... dd 25.29 –2.41 ... 41.93 6.51 AmylyxPharm AMLX ... dd 34.51 –2.62 ... 12.09 3.41 Baozun BZUN ... dd 6.04 –0.66 ... 13.19 4.89 CaribouBio CRBU ... dd 5.80 –1.05 ... 39.07 21.36 Cowen COWN 1.2 18 39.01 +0.06 .12
114.11 61.61 AeroVironment AVAV ... dd 85.13 –2.60 ... 5.31 1.25 Amyris AMRS ... dd 1.27 –0.23 ... 100.85 58.19 BarrettBus BBSI 1.2 15 96.78 –2.39 .30 50.40 24.59 Carlyle CG 3.7 10 34.70 –0.34 .325 136.00 81.87 CrackerBarrel CBRL 4.8 22 109.25 –1.33 1.30
196.41 133.48 AnalogDevices ADI 1.9 28 182.94 –9.77 .86 24.12 14.20 BassettFurniture BSET 3.3 13 18.83 +0.18 .16 15.70 11.23 CarlyleSecured CGBD 9.2 9 15.67 +0.19 .08 8.32 4.79 CreativeMedia CMCT 6.7 dd 5.05 –0.40 .085
10.31 9.72 AetheriumAcqnA GMFI ... dd 10.30 ... ... 23.54 17.52 BayCom BCML 1.0 10 19.80 –0.19 .05 9.24 3.92 CarParts.com PRTS ... dd 6.15 –0.66 ... 648.95 358.00 CreditAcceptance CACC ... 12 450.06 –18.05 ...
5.10 0.90 Affimed AFMD ... dd .91 –0.11 ... 32.44 18.20 AnaptysBio ANAB ... dd 24.94 –2.05 ...
15.24 7.13 AnavexLifeSci AVXL ... dd 9.72 –0.86 ... 66.79 45.71 BeaconRoof BECN ... 12 65.27 +3.89 ... 2.70 1.28 CarrolsRestr TAST ... dd 1.89 –0.08 ... 19.46 8.61 CredoTech CRDO ... dd 10.51 +0.86 ...
51.49 8.62 AffirmHldgs AFRM ... dd 13.07 +0.09 ... 59.00 29.35 Andersons ANDE 1.6 12 45.44 +0.23 .185 80.00 27.77 BeamTherap BEAM ... dd 38.92 –4.25 ... 18.84 12.58 CarterBkshrs CARE ... 8 17.29 –0.29 ... 18.63 12.55 CrescentCapBDC CCAP10.4 19 15.74 +1.04 .41
17.02 8.73 Afya AFYA ... 16 12.04 –1.07 ... 20.49 1.47 Anghami ANGH ... ... 1.92 –0.20 ... 1.94 0.90 BeasleyBroadcast BBGI ... dd 1.05 –0.18 ... 11.20 9.90 CartesianGrwIIA RENE ... 57 10.43 +0.03 ... 10.42 9.83 CresceraCapA CREC ... cc 10.36 –0.06 ...
86.00 31.49 Agilysys AGYS ... cc 79.91 –2.95 ... 7.19 1.81 Angi ANGI ... dd 2.44 –0.11 ... 30.06 1.27 BedBath BBBY ... dd 1.53 –0.28 ... 10.50 9.80 CarticaAcqnA CITE ... 34 10.47 +0.01 ... 9.80 4.18 Cresud CRESY ... 2 7.30 +0.45 ...
34.76 16.75 AgiosPharm AGIO ... dd 25.11 –2.57 ... 24.87 11.71 AngioDynamics ANGO ... dd 12.56 –0.70 ... 280.62 118.18 BeiGene BGNE ... dd 215.59 –16.47 ... 7.18 2.35 CasaSystems CASA ... dd 3.52 –0.15 ... 17.35 5.88 Cricut CRCT .0 37 10.21 +0.58 .35
12.50 2.50 Agora API ... dd 3.78 –0.23 ... 2.63 0.59 AngionBiomed ANGN ... dd .66 +0.01 ... 44.30 17.54 BelFuse A BELFA .7 10 36.24 –6.06 .06 11.54 9.71 CascadiaAcqnA CCAI ... 25 10.24 –0.04 ... 27.86 15.37 CrineticsPharm CRNX ... dd 19.58 –1.18 ...
3.00 1.46 AgroFresh AGFS ... dd 2.99 +0.01 ... 33.18 19.95 AnikaTherap ANIK ... dd 30.96 +0.39 ... 42.00 13.25 BelFuse B BELFB .8 8 33.73 –5.27 .07 92.75 63.90 CasellaWaste CWST ... 75 77.31 +0.17 ... 36.76 20.56 Criteo CRTO ... cc 33.64 –1.43 ...
10.36 9.84 AhrenAcqnA AHRN ... 44 10.36 ... ... 7.65 2.06 Annexon ANNX ... dd 5.39 –0.56 ... 45.70 26.32 BentleySystems BSY .5 67 39.49 –1.40 .05 249.90 170.82 CaseysGenStores CASY .7 19 212.63 –4.68 .38 10.45 9.78 CrixusBH3 A BHAC ... 16 10.28 +0.01 ...
28.95 14.01 AirT AIRT ... 62 23.24 +0.94 ... 10.39 9.87 AnthemisDigA ADAL ... cc 10.39 +0.02 ... 7.86 1.60 BerkeleyLights BLI ... dd 1.65 –0.11 ... 51.48 31.85 CassInfoSys CASS 2.4 19 48.75 –1.86 .29 143.50 46.08 Crocs CROX ... 14 122.36 –9.11 ...
34.54 19.88 AirTransportSvcs ATSG ... 9 20.22 –4.71 ... 70.76 33.32 ApellisPharm APLS ... dd 66.69 +11.20 ... 4.12 0.51 BerkshireGrey BGRY ... dd 1.18 –0.25 ... 48.40 15.58 CastleBiosci CSTL ... dd 24.36 –1.64 ... 4.31 2.09 Cronos CRON ... dd 2.10 –0.20 ...
179.09 81.91 Airbnb ABNB ... 44 122.78 –8.82 ... 50.23 35.96 ApogeeEnt APOG 2.1 15 45.88 –1.70 .24 0.90 0.04 BerkshireGreyWt BGRYW ... ... .24 +0.05 ... 47.57 37.37 CathayGenBncp CATY 3.1 9 43.83 –1.01 .34 40.12 15.26 CrossCtyHlthcr CCRN ... 5 26.03 +0.43 ...
14.60 2.69 AirSculptTech AIRS .0 dd 6.34 –0.77 .41 10.30 3.49 ApolloEnd APEN ... dd 9.95 +0.01 ... 12.85 6.78 Berry(bry) BRY 2.5 3 9.45 +0.53 .44 299.36 179.47 CavcoIndustries CVCO ... 10 281.01 –3.82 ... 16.37 11.79 CrossFirstBkshs CFB ... 12 14.45 ... ...
123.25 72.56 AkamaiTech AKAM ... 25 72.71 –4.59 ... 131.97 79.92 AppFolio APPF ... dd 130.44 –1.08 ... 53.47 11.03 BeyondMeat BYND ... dd 18.88 +1.14 ... 15.19 4.09 CECO Env CECO ... 50 14.78 +0.25 ... 242.00 92.25 CrowdStrike CRWD ... dd 117.28 +3.03 ...
54.88 7.52 AkeroTherap AKRO ... dd 41.83 –3.16 ... 7.05 0.47 AppHarvest APPH ... dd 1.00 +0.14 ... 50.47 12.08 BicycleTherap BCYC ... dd 22.44 –2.42 ... 7.69 3.80 CellebriteDI CLBT ... 9 5.77 +0.02 ... 10.65 1.63 CueHealth HLTH ... dd 2.10 –0.17 ...
16.57 8.02 Akoya AKYA ... dd 12.20 –0.48 ... 66.91 29.80 Appian APPN ... dd 42.44 –3.52 ... 19.60 8.36 Big5SportingGds BGFV10.3 5 9.70 –0.42 .25 5.04 1.83 Cellectis CLLS ... dd 2.25 ... ... 15.89 7.30 CullinanOncology CGEM ... 5 11.00 –0.34 ...
2.34 0.20 AksoHealth AHG ... dd .43 +0.01 ... 179.61 124.17 Apple AAPL .6 25 146.71 –5.84 .23 26.25 7.75 BigCommerce BIGC ... dd 9.15 –1.96 ... 3.24 0.46 CelyadOncology CYAD ... dd 1.07 –0.15 ... 3.25 1.89 CumberlandPharm CPIX ... dd 2.27 –0.22 ...
27.12 0.85 AppliedDigital APLD ... dd 2.62 –0.51 ... 35.00 8.23 Bilibili BILI ... dd 20.47 –1.58 ... 9.95 2.89 CentessaPharm CNTA ... dd 3.33 +0.23 ... 15.67 5.80 CumulusMedia CMLS ... 7 5.82 –0.28 ...
142.01 71.12 ApplMaterials AMAT .9 15 111.31 –4.13 .26 113.81 68.00 Bio-Techne TECH .4 45 72.48 –3.48 .08 4.38 0.68 Centogene CNTG ... dd 1.08 +0.03 ... 20.49 5.63 CureVac CVAC ... dd 8.55 –0.36 ...
Nasdaq Issues includes stocks traded on the Nasdaq 8.02 0.33 AppliedMolecular AMTI ... dd .65 +0.12 ... 12.15 2.01 BioAtla BCAB ... dd 2.87 –0.85 ... 47.90 35.61 CentralGarden CENT ... 17 40.68 –2.43 ... 3.49 0.47 Curis CRIS ... dd .62 –0.07 ...
Global Select and Nasdaq Global Market tiers. They are 4.00 1.48 AppliedOptoelec AAOI ... dd 2.61 –0.19 ... 16.00 9.27 BioceresCrop BIOX ... dd 11.67 +0.07 ... 44.53 33.69 CentralGardenA CENTA ... 16 38.48 –2.37 ... 74.38 26.52 Cutera CUTR ... dd 32.03 –1.16 ...
eligible for inclusion on the basis of SEC-approved 2.73 0.50 AppliedTherap APLT ... dd 1.01 –0.01 ... 18.60 7.61 BioCryst BCRX ... dd 9.10 –1.10 ... 30.36 5.27 CenturyAluminum CENX ... dd 10.64 +0.28 ... 9.45 3.30 Cvent CVT ... dd 7.34 –0.55 ...
market value of publicly-held shares, trading volume, 61.03 9.14 Applovin APP ... dd 14.21 –0.78 ... 3.00 0.96 Biodesix BDSX ... dd 2.25 ... ... 15.38 4.34 CenturyTherap IPSC ... dd 4.46 –0.31 ... 19.94 4.60 CVRx CVRX ... dd 10.88 –6.32 ...
price and number of market-makers. 13.40 1.10 Appreciate SFR ... dd 1.71 +0.28 ... 311.88 187.16 Biogen BIIB ... 13 270.02 –8.36 ... 2.87 1.53 Ceragon CRNT ... dd 1.84 –0.10 ... 180.01 100.35 CyberArkSoftware CYBR ... dd 143.75 –2.38 ...
February 27, 2023 BARRON’S 43

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
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.
8.75 1.67 CymaBayTherap CBAY ... dd 8.04 –0.06 ... 8.87 3.81 EsperionTherap ESPR ... dd 6.20 +0.28 ... 10.50 9.95 FutureTechIIA FTII ... cc 10.39 +0.05 ... 11.54 4.10 HelloGroup MOMO .0 dd 8.92 –0.57 .62 507.71 339.36 Intuit INTU .7 62 419.81 +15.43 .78
6.42 1.13 CyteirTherap CYT ... dd 1.50 –0.02 ... 4.50 1.95 EtonPharm ETON ... dd 3.76 +0.29 ... G 11.00 8.11 HennessyAdvsrs HNNA 6.4 12 8.62 –0.23.1375 136.00 8.55 IntuitiveMachinesA LUNR ... dd 24.00 –16.70 ...
16.05 7.38 CytekBiosci CTKB ... dd 11.16 –0.38 ... 163.84 67.01 Etsy ETSY ... dd 124.11 –5.58 ... 10.50 9.58 HennessyCapVI HCVI ... 30 10.05 +0.02 ... 308.97 180.07 IntuitiveSurgical ISRG ... 63 231.05 –7.86 ...
55.80 32.56 Cytokinetics CYTK ... dd 42.81 –2.90 ... 141.20 71.60 EuronetWorldwide EEFT ... 19 107.03 –3.15 ... 10.86 6.26 GCM Grosvenor GCMG 5.2 28 8.09 –0.55 .11 92.68 64.75 HenrySchein HSIC ... 21 80.82 –2.32 ... 13.66 3.49 Inventiva IVA ... dd 5.05 –1.10 ...
4.28 1.17 CytomXTherap CTMX ... dd 2.13 –0.23 ... 33.31 12.02 EuropeanWax EWCZ .0 83 18.67 –0.07 3.30 48.40 8.41 GDS Holdings GDS ... dd 18.92 –2.06 ... 14.87 10.42 HeritageCommerce HTBK 4.2 11 12.27 –0.07 .13 23.72 18.62 Investar ISTR 1.9 6 19.91 –0.19 .095
15.42 1.53 CyxteraTech CYXT ... dd 2.25 –0.23 ... 4.36 0.61 EveloBiosci EVLO ... dd .64 –0.19 ... 76.21 53.00 GE HealthCare GEHC ... ... 75.01 +1.84 ... 38.85 24.00 HeritageCrystal HCCI ... 11 35.93 –2.19 ... 5.72 3.24 InvestcpCredit ICMB13.2 dd 3.95 +0.02 .02
D 52.09 24.10 Everbridge EVBG ... dd 32.60 –2.33 ... 20.32 8.46 GH Research GHRS ... dd 9.59 –0.41 ... 34.34 23.45 HeritageFin HFWA 3.1 12 28.27 –0.44 .22 11.39 9.88 InvestcorpEur I A IVCB ... ... 10.40 +0.02 ...
14.22 5.87 EverCommerce EVCM ... dd 9.96 –0.31 ... 31.70 11.60 G-IIIApparel GIII ... 4 16.22 –0.33 ... 24.35 14.49 HertzGlobal HTZ ... 6 18.55 –0.91 ... 10.47 9.95 InvestcorpIndiaA IVCA ... 95 10.47 +0.03 ...
3.43 1.08 DBV Tech DBVT ... dd 1.36 +0.01 ... 10.74 9.98 Evergreen EVGRU ... ... 10.40 +0.03 ... 17.49 3.20 G1Therapeutics GTHX ... dd 3.40 –0.62 ... 30.36 18.69 Hesai HSAI ... dd 19.00 –3.10 ... 210.40 125.80 InvestorsTitle ITIC 1.1 13 160.60 –1.00 3.00
45.99 12.64 DiceTherap DICE ... dd 29.34 –0.45 ... 10.44 9.93 EvergreenA EVGR ... cc 10.42 ... ... 61.01 36.08 GRAVITY GRVY ... 9 53.58 –2.53 ... 75.38 39.58 Hibbett HIBB 1.4 9 72.35 +0.65 .25 6.94 1.42 Invivyd IVVD ... dd 1.72 –0.23 ...
2.02 0.20 DIRTT Envl DRTT ... dd .67 –0.01 ... 73.13 54.12 Evergy EVRG 4.0 17 60.63 –1.47.6125 4.40 1.56 GSI Tech GSIT ... dd 1.73 –0.03 ... 38.21 17.31 HighPeakEner HPK .4 16 27.41 +0.36 .025 48.82 31.32 IonisPharm IONS ... dd 35.69 –2.91 ...
33.74 12.55 DISH Network DISH ... 4 13.27 –0.88 ... 18.86 5.23 EverQuote EVER ... dd 17.09 +1.28 ... 10.65 9.78 GSRIIMeteoraA GSRM ... dd 10.22 –0.02 ... 24.42 7.90 HilleVax HLVX ... dd 16.31 –0.02 ... 18.73 5.42 IovanceBiotherap IOVA ... dd 7.00 –0.35 ...
35.97 13.95 DMC Global BOOM ... 35 25.13 –0.71 ... 11.15 4.71 EverspinTech MRAM ... 15 6.78 –0.36 ... 3.00 0.35 GSRIIMeteoraRt GSRMR ... ... 1.79 –0.21 ... 12.45 6.60 HillmanSolns HLMN ... dd 9.16 –0.22 ... 7.99 1.65 iQIYI IQ ... dd 7.37 +0.42 ...
2.81 0.59 D-MarketElec HEPS ... dd .90 –0.05 ... 14.23 3.64 EVgo EVGO ... dd 5.83 –0.69 ... 7.30 2.05 Gaia GAIA ... cc 3.07 +0.24 ... 12.36 4.81 HimaxTechs HIMX 16.1 6 7.68 –0.30 1.25 169.54 85.74 iRhythmTechs IRTC ... dd 116.66 +3.93 ...
10.38 9.86 DPCapAcqnIA DPCS ... cc 10.38 +0.03 ... 1.62 0.60 Evogene EVGN ... dd .77 –0.08 ... 6.70 2.33 GainTherap GANX ... dd 4.20 +0.08 ... 363.91 242.99 HinghamSvg HIFS .8 17 283.55 –8.56 .63 5.39 1.96 Iridex IRIX ... dd 2.14 –0.18 ...
10.65 9.78 DuetAcqnA DUET ... dd 10.30 +0.05 ... 14.34 6.51 Evolus EOLS ... dd 8.80 –0.48 ... 72.11 36.54 Galapagos GLPG ... cc 38.19 –1.24 ... 20.43 12.46 HollysysAuto HOLI .0 11 18.81 –0.09 .32 65.41 32.88 IridiumComm IRDM .8 cc 61.81 –3.18 .13
34.74 22.09 DXP Ents DXPE ... 14 29.15 –0.76 ... 16.46 7.80 Evotec EVO ... dd 9.23 –0.72 ... 2.95 1.04 Galecto GLTO ... dd 2.23 –0.44 ... 86.65 59.78 Hologic HOLX ... 20 80.10 –2.63 ... 17.97 1.02 IrisEnergy IREN ... ... 2.82 –0.93 ...
15.59 2.98 DadaNexus DADA ... dd 8.90 –1.88 ... 9.44 2.10 Exagen XGN ... dd 2.66 +0.06 ... 2.75 1.12 GaleraTherap GRTX ... dd 1.77 +0.05 ... 43.45 33.16 HomeBancorp HBCP 2.6 9 39.04 –0.81 .25 69.55 35.41 iRobot IRBT ... dd 42.27 +1.08 ...
4.76 1.46 Daktronics DAKT ... dd 4.01 –0.05 ... 11.03 9.84 ExcelFinAcqnA XFIN ... dd 10.34 +0.02 ... 11.18 6.62 Gambling.com GAMB ... 47 9.79 –0.07 ... 10.30 9.70 HomePlateAcqn HPLT ... 19 10.12 ... ... 12.95 9.73 IronwoodPharm IRWD ... 12 11.42 –0.43 ...
8.49 3.73 DallasNews DALN14.2 dd 4.51 +0.20 .16 23.40 14.87 Exelixis EXEL ... 31 17.13 –0.36 ... 10.95 9.92 Games&EsportsA GEEX ... 16 10.42 –0.01 ... 4.65 0.99 HomePtCap HMPT 9.9 dd 1.61 –0.24 .04 5.37 0.60 IsoPlexis ISO ... dd 1.00 –0.08 ...
166.99 61.34 Datadog DDOG ... dd 76.67 –3.32 ... 50.71 35.19 Exelon EXC 3.5 19 41.32 –1.73 .36 4.72 1.10 GamidaCell GMDA ... dd 1.40 –0.03 ... 52.80 22.44 HomeStreet HMST 5.5 7 25.46 –1.44 .35 37.26 16.21 iTeosTherap ITOS ... 3 17.63 –1.11 ...
52.54 29.60 Dave&Buster's PLAY ... 16 40.34 –2.36 ... 191.18 114.82 ExlService EXLS ... 40 168.45 –2.08 ... 54.46 41.97 Gaming&Leisure GLPI 5.3 20 52.77 +0.09 .705 31.11 21.55 HomeTrustBcshs HTBI 1.4 12 28.62 +0.55 .10 60.61 39.38 Itron ITRI ... dd 54.63 –2.61 ...
395.20 7.54 Dave DAVE ... dd 8.32 –0.39 ... 28.18 9.96 eXpWorld EXPI 1.4 51 12.51 –2.27 .045 10.60 9.85 GardinerHlthcr GDNR ... cc 10.39 ... ... 3.75 1.04 HomologyMed FIXX ... dd 1.39 –0.12 ... 27.52 20.50 IturanLocation ITRN 2.6 12 21.78 –0.81 .14
3.27 0.65 DAVIDsTEA DTEA ... dd .84 –0.14 ... 203.98 82.39 Expedia EXPE ... 49 104.31 –4.65 ... 8.65 5.57 GarrettMotion GTX ... 10 7.70 –0.66 ... 6.16 2.54 Honest HNST ... dd 2.83 –0.18 ...
2.69 1.08 DawsonGeophys DWSN ... dd 1.38 +0.06 ... 30.30 20.10 GenDigital GEN 2.5 22 20.17 –0.87 .125 J
119.90 86.08 ExpeditorsIntl EXPD 1.3 13 107.19 –4.21 .67 220.96 166.63 Honeywell HON 2.1 26 192.04 –9.38 1.03
28.35 5.44 DayOneBiopharm DAWN ... dd 17.99 –2.06 ... 25.39 7.98 Expensify EXFY ... dd 9.23 –0.16 ... 3.60 0.22 GeneDx WGS ... dd .50 –0.02 ... 21.62 12.90 HookerFurnishings HOFT 4.1 27 21.31 –0.06 .22 27.87 10.65 JakksPacific JAKK ... 4 19.51 –1.86 ...
5.78 1.61 DecibelTherap DBTX ... dd 4.00 –0.31 ... 112.75 80.97 Exponent EXPO 1.0 53 103.63 –5.17 .26 9.59 3.55 GenerationBio GBIO ... dd 4.03 –0.75 ... 17.11 12.06 HopeBancorp HOPE 4.3 7 12.92 –0.38 .14 165.90 117.45 J&JSnackFoods JJSF 1.9 65 143.75 +1.23 .70
22.76 6.51 DecipheraPharm DCPH ... dd 14.26 –0.58 ... 17.66 4.09 Exscientia EXAI ... dd 6.95 –0.21 ... 27.37 9.91 GenesisGrowthA GGAA ... dd 11.22 +0.82 ... 20.70 14.45 HorizonBancorp HBNC 4.2 7 15.31 –0.57 .16 74.99 33.17 JD.com JD .0 cc 44.80 –8.22 1.26
30.11 9.53 DefinitiveHlthcr DH ... dd 12.02 –0.26 ... 21.03 8.49 ExtremeNetworks EXTR ... 52 18.84 –0.47 ... 10.56 9.88 GenesisUnicornA GENQ ... dd 10.48 ... ... 10.17 10.10 HorizonSpaceI HSPO ... ... 10.17 +0.03 ... 13.55 2.46 Joann JOAN12.9 dd 3.41 –0.40 .11
10.60 9.82 DenaliCapAcqnA DECA ... ... 10.40 +0.02 ... 14.41 2.19 EyePointPharm EYPT ... dd 3.28 –0.17 ... 3.54 0.73 Genetron GTH ... dd .98 –0.02 ... 1.03 0.10 HorizonSpaceI Rt HSPOR ... ... .17 +0.04 ... 48.80 21.38 Joyy YY 6.4 5 31.48 –1.76 .51
39.43 20.24 DenaliTherap DNLI ... dd 25.91 –4.61 ... 10.68 5.51 Ezcorp EZPW ... 14 8.88 –0.24 ... 5.05 3.02 Genfit GNFT ... 4 4.29 –0.20 ... 15.85 9.67 HorizonTechFin HRZN10.5 15 12.61 –0.17 .11 212.62 162.80 JackHenry JKHY 1.3 34 165.26 –3.74 .52
58.70 26.48 DentsplySirona XRAY 1.5 dd 34.33 –1.51 .125 F 47.50 26.19 Genmab GMAB ... 32 37.43 –2.57 ... 117.49 57.84 HorizonTherap HZNP ... 45 110.50 +0.57 ... 94.68 54.80 JackintheBox JACK 2.2 14 78.78 –2.76 .44
79.08 56.19 DescartesSystems DSGX ... 69 73.70 –1.44 ... 31.48 23.28 Gentex GNTX 1.7 21 28.49 –0.16 .12 21.63 15.10 HostHotels HST 2.8 19 16.98 +0.04 .12 0.56 ... JaguarGlbGrwI Rt JGGCR ... ... .11 +0.01 ...
26.30 6.51 DesignTherap DSGN ... dd 6.87 –0.77 ... 57.99 25.20 FARO Tech FARO ... dd 26.39 –2.18 ... 87.40 49.45 Gentherm THRM ... 87 63.55 –9.64 ... 104.67 60.81 HubGroup HUBG ... 9 93.92 –2.87 ... 12.38 9.97 JaguarGlblGrowthI JGGCU ... ... 10.71 +0.28 ...
7.57 3.27 DestinationXL DXLG ... 4 5.91 –0.31 ... 217.41 133.68 F5 FFIV ... 28 140.65 –6.23 ... 7.36 3.76 GeospaceTech GEOS ... dd 5.74 +0.25 ... 11.70 10.01 HudsonAcqnI HUDA ... dd 10.18 +0.02 ... 11.31 9.82 JaguarGlbGrwI A JGGC ... 61 10.35 +0.02 ...
3.95 2.80 Deswell DSWL 7.1 13 2.83 –0.20 .10 4.03 1.31 FGFinancial FGF ... dd 2.79 –0.01 ... 41.41 32.76 GermanAmBncp GABC 2.5 14 39.31 –0.78 .25 1.35 0.14 HudsonAcqnIRt HUDAR ... ... .24 –0.01 ... 26.77 19.76 JamesRiver JRVR .9 dd 22.17 –0.57 .05
134.76 66.89 DexCom DXCM ... cc 110.09 –4.67 ... 10.50 9.89 FG Merger FGMC ... dd 10.34 –0.01 ... 3.84 1.01 Geron GERN ... dd 2.70 –0.11 ... 44.00 20.51 HudsonGlobal HSON ... 9 26.29 –0.01 ... 36.18 17.16 JamfHolding JAMF ... dd 21.23 +0.52 ...
213.50 160.00 DiamondHillInvt DHIL 3.4 13 176.30 –15.17 4.00 4.06 0.60 FLJ FLJ ... 1 1.33 –1.01 ... 2.32 1.22 GetnetAdquirencia GET 7.0 ... 1.75 –0.08.1238 1.60 0.45 HuizeHolding HUIZ ... dd 1.26 +0.16 ... 23.64 9.39 JanuxTherap JANX ... dd 15.33 –2.33 ...
168.95 103.71 DiamondbkEner FANG 2.0 6 142.38 +7.70 2.15 63.52 53.08 FRP Holdings FRPH ... cc 55.61 –2.69 ... 57.54 36.58 GibraltarInds ROCK ... 21 52.46 –3.06 ... 8.04 1.96 Humacyte HUMA ... 9 2.91 –0.22 ... 169.98 125.36 JazzPharm JAZZ ... dd 143.85 –3.88 ...
43.68 18.54 DigiIntl DGII ... 50 33.05 –1.45 ... 10.51 9.70 FTACEmeraldA EMLD ... dd 10.12 +0.01 ... 62.00 4.14 GigaCloudTech GCT ... 34 5.01 –0.33 ... 218.18 153.92 JBHunt JBHT .9 20 183.54 –4.81 .42 15.64 6.18 JetBlue JBLU ... dd 8.15 –0.47 ...
31.03 12.45 Digimarc DMRC ... dd 19.33 –3.23 ... 10.57 9.78 FTACZeusAcqnA ZING ... dd 10.18 ... ... 9.11 4.97 GilatSatellite GILT ... dd 5.80 –0.10 ... 15.74 11.67 HuntingtonBcshs HBAN 4.1 11 15.29 –0.11 .155 28.03 16.36 JFrog FROG ... dd 22.77 –0.28 ...
11.24 9.96 DigitalHealth DHAC ... dd 11.10 –0.01 ... 25.80 14.29 FTAI Aviation FTAI 4.7 dd 25.71 +1.12 .33 89.74 57.17 GileadSciences GILD 3.7 22 80.66 –4.10 .75 35.15 21.75 Hurco HURC 2.1 24 28.90 +0.40 .15 186.01 0.69 JianzhiEduc JZ ... ... 1.30 –0.15 ...
101.87 14.16 DigitalWorldA DWAC ... dd 14.65 –0.39 ... 4.25 2.22 FTAI Infra FIP 4.0 dd 3.00 –0.17 .03 70.96 30.74 GitLab GTLB ... dd 43.36 –2.09 ... 80.72 43.29 HuronConsulting HURN ... 17 70.50 +0.37 ... 3.79 1.57 Jiayin JFIN ... 1 2.98 –0.16 ...
36.82 28.36 DimeCommBcshs DCOM 3.2 8 29.91 –1.15 .24 6.83 1.78 FTC Solar FTCI ... dd 2.69 –0.23 ... 12.78 8.21 GladstoneCap GLAD 8.8 26 10.17 –0.30 .075 6.70 0.78 Hut8Mining HUT ... dd 1.63 –0.38 ... 84.56 46.30 JohnsonOutdoors JOUT 1.9 17 64.58 –1.85 .31
97.45 58.52 Diodes DIOD ... 13 91.47 –2.53 ... 8.63 0.60 FangddNetwork DUO ... ... .94 –0.03 ... 23.38 14.22 GladstoneComm GOOD 8.4 dd 14.37 –2.00 .10 21.13 1.18 Hydrofarm HYFM ... dd 2.00 –0.02 ... 7.94 0.58 JounceTherap JNCE ... dd 1.15 +0.05 ...
25.59 11.60 DiscMedicine IRON ... dd 24.47 +0.54 ... 8.79 4.31 Fanhua FANH 1.9 73 7.81 –0.22.1453 16.85 11.40 GladstoneInvt GAIN 6.9 10 13.90 –0.18 .08 4.10 0.68 Hyperfine HYPR ... dd 1.26 –0.09 ... 10.68 9.87 JupiterWellnessA JWAC ... cc 10.36 +0.03 ...
55.96 25.66 DistributionSoln DSGR ... 30 44.65 –2.14 ... 7.85 0.25 FaradayFuture FFIE ... dd .56 –0.03 ... 42.10 17.00 GladstoneLand LAND 3.2 dd 17.37 –1.27.0459 7.90 4.93 Hywin HYW ... 5 6.06 +0.03 ... 0.28 0.06 JupiterWellnessRt JWACR ... ... .11 +0.02 ...
10.68 3.95 Diversey DSEY ... dd 5.75 –0.17 ... 7.83 4.24 FarmerBros FARM ... dd 4.52 –0.03 ... 10.60 9.75 GlblBlockchain GBBK ... cc 10.22 ... ... 6.57 1.25 HyzonMotors HYZN ... dd 1.34 –0.07 ... K
3.28 0.61 DiversifiedHlthcr DHC 4.4 1 .91 +0.05 .01 60.74 43.73 Fastenal FAST 2.7 27 51.24 –2.20 .35 0.11 0.04 GlbBlockchainRt GBBKR ... ... .07 –0.01 ... I
4.39 0.75 DixieGroup DXYN ... dd .97 –0.01 ... 10.48 9.83 FatProjectsAcqn FATP ... dd 10.32 –0.01 ... 40.65 15.63 Global-EOnline GLBE ... dd 29.14 +2.79 ... 429.46 250.20 KLA KLAC 1.4 16 379.85 –8.07 1.30
35.96 9.03 dLocal DLO ... 51 14.97 –0.67 ... 43.12 4.02 FateTherap FATE ... dd 5.79 –0.76 ... 11.00 10.00 GlobalStarA GLST ... dd 10.24 +0.03 ... 117.84 41.52 IAC IAC ... dd 51.07 –1.38 ... 18.63 3.64 KLX Energy KLXE ... dd 12.63 –0.07 ...
53.36 23.40 Docebo DCBO ... cc 34.39 –3.32 ... 10.75 9.91 FeutuneLightA FLFV ... ... 10.31 ... ... 0.38 0.08 GlobalStarRt GLSTR ... ... .13 +0.02 ... 31.40 13.30 IBEX IBEX ... 29 27.15 –2.49 ... 11.88 6.89 KVH Inds KVHI ... 10 10.06 +0.07 ...
123.50 39.57 DocuSign DOCU ... dd 59.14 –5.33 ... 0.53 0.05 FeutuneLightRt FLFVR ... ... .14 +0.02 ... 17.35 10.61 GlobalWaterRscs GWRS 2.3 60 13.06 –1.10.0248 121.28 84.68 ICF Intl ICFI .5 29 102.04 –3.17 .14 10.74 9.82 KairousAcqn KACL ... cc 10.65 +0.01 ...
6.63 0.80 Dogness DOGZ ... 11 .98 +0.01 ... 25.69 7.81 FibroGen FGEN ... dd 22.21 –1.60 ... 79.49 36.81 GlobalFoundries GFS ... 25 64.69 –2.47 ... 251.73 128.90 ICU Medical ICUI ... dd 177.02 –2.29 ... 0.35 0.06 KairousAcqnRt KACLR ... ... .20 –0.03 ...
177.19 124.76 DollarTree DLTR ... 20 144.00 –4.04 ... 52.90 34.20 FidelityD&D FDBC 2.9 9 49.96 –0.02 .36 10.32 9.86 GlobalinkInvt GLLI ... dd 10.29 +0.01 ... 19.14 8.14 IDEAYA Bio IDYA ... dd 17.04 –0.65 ... 107.41 59.24 KaiserAlum KALU 4.1 dd 75.20 –12.88 .77
57.41 11.35 Domo DOMO ... dd 14.87 –0.30 ... 10.46 5.89 FiestaRestaurant FRGI ... dd 8.08 –0.27 ... 4.16 0.51 GlycoMimetics GLYC ... dd 1.69 –0.19 ... 560.92 317.06 IdexxLab IDXX ... 58 468.17 –28.29 ... 2.80 1.32 Kaltura KLTR ... dd 1.90 –0.15 ...
17.13 13.05 DonegalGroup A DGICA 4.3 dd 15.34 +0.10 .165 48.18 30.92 FifthThirdBncp FITB 3.6 11 36.31 –0.64 .33 23.69 11.57 Gogo GOGO ... 7 14.50 –1.66 ... 45.55 24.94 IES Holdings IESC ... 23 42.92 +0.38 ... 17.35 4.12 KalVistaPharm KALV ... dd 7.50 –0.62 ...
20.18 13.08 DonegalGroup B DGICB 3.8 dd 15.35 +0.14.1475 34.43 22.91 FinInstitutions FISI 4.7 7 24.71 –0.68 .30 17.59 2.83 Gogoro GGR ... dd 4.02 –0.63 ... 35.98 12.67 IGM Biosci IGMS ... dd 21.23 –1.77 ... 5.94 3.72 Kamada KMDA ... dd 4.37 +0.03 ...
32.61 22.31 DorchesterMnls DMLP 11.9 9 31.45 +1.83.8843 0.20 0.05 FinStrategiesRt FXCOR ... ... .12 –0.02 ... 30.66 15.97 GolarLNG GLNG ... ... 23.01 +0.74 ... 26.75 3.19 I-Mab IMAB ... dd 4.18 –0.50 ... 3.75 2.00 KandiTech KNDI ... dd 2.31 –0.05 ...
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119.04 73.32 DormanProducts DORM ... 21 92.33 –4.54 ... 8.94 0.30 FinchTherap FNCH ... dd .37 –0.04 ... 59.96 32.53 GoldenEnt GDEN ... 14 40.08 –1.44 ... 78.91 48.33 IndusRealty INDT 1.1 29 66.38 +3.07 .18 33.13 9.74 Kanzhun BZ ... cc 20.57 –2.15 ...
13.39 8.00 DoubleDown DDI ... dd 9.50 –0.26 ... 10.55 9.90 FintechEcoA FEXD ... cc 10.42 +0.02 ... 16.46 7.24 GoldenOcean GOGL16.0 4 10.34 +0.97 .20 4.98 1.38 IN8bio INAB ... dd 1.46 –0.49 ... 20.00 12.50 KaratPkg KRT .0 13 15.60 –0.15 .35
2.48 0.90 DouYuIntl DOYU ... dd 1.29 –0.19 ... 21.86 8.20 FinWiseBancorp FINW ... 5 9.33 –0.12 ... 15.86 11.94 GolubCapital GBDC 9.5 20 13.89 +0.21 .33 9.77 2.15 IO Biotech IOBT ... dd 2.52 –0.10 ... 278.25 92.26 KarunaTherap KRTX ... dd 197.75 +0.37 ...
25.01 9.77 DraftKings DKNG ... dd 18.19 –2.35 ... 21.01 10.07 FirstAdvantage FA ... 34 13.50 –0.08 ... 27.50 3.82 GoodRx GDRX ... dd 5.30 +0.01 ... 139.02 79.88 IPG Photonics IPGP ... 63 124.00 –7.17 ... 10.94 2.45 KaryopharmTherap KPTI ... dd 3.00 –0.55 ...
28.75 3.95 DragonflyEnergy DFLI ... dd 3.98 –1.88 ... 49.00 32.90 FirstBancorpNC FBNC 2.2 10 39.84 –1.89 .22 15.92 9.66 Goodyear GT ... 16 11.30 –0.50 ... 30.84 18.59 i3Verticals IIIV ... dd 24.50 +0.13 ... 2.70 0.74 Katapult KPLT ... dd .93 –0.02 ...
35.45 24.62 DrivenBrands DRVN ... cc 27.97 –0.74 ... 32.05 27.42 FirstBancorp FNLC 4.7 8 29.21 –0.73 .34 89.62 29.23 GooseheadIns GSHD ... cc 45.16 +4.50 ... 26.35 8.85 IVERICbio ISEE ... dd 20.71 –1.24 ... 13.70 9.00 KearnyFinancial KRNY 4.4 14 9.96 –0.07 .11
24.99 19.07 Dropbox DBX ... 13 20.60 –0.62 ... 36.10 26.95 FirstBancshares FBMS 2.7 11 31.21 –0.17 .21 9.42 4.50 GoPro GPRO ... 30 5.14 –0.54 ... 10.24 9.75 IXAcqnA IXAQ ... 18 10.24 +0.01 ... 23.00 13.41 KellyServices A KELYA 1.8 dd 16.27 –0.64 .075
24.01 10.04 DuckCreekTech DCT ... dd 18.88 ... ... 16.76 12.93 FirstBank FRBA 1.8 7 13.54 –0.34 .06 10.76 9.60 GoresIX A GHIX ... 78 10.02 +0.01 ... 55.57 47.17 IcahnEnterprises IEP 14.8 dd 54.12 –0.15 2.00 26.64 13.64 KellyServices B KELYB 1.8 dd 16.82 +0.21 .075
14.48 5.64 DuluthHoldings DLTH ... 16 6.05 –0.19 ... 27.98 21.66 FirstBusey BUSE 3.9 11 24.42 –0.42 .23 15.20 1.57 GossamerBio GOSS ... dd 1.73 –0.48 ... 39.73 21.04 Ichor ICHR ... 13 32.42 –2.03 ... 6.92 4.00 KemPharm KMPH ... dd 5.74 +0.24 ...
113.36 60.50 Duolingo DUOL ... dd 87.16 –4.18 ... 39.88 29.85 FirstBusFinSvcs FBIZ 2.6 7 35.55 –1.51.2275 6.03 2.19 Grab GRAB ... dd 3.10 –0.38 ... 27.80 2.10 iClickInteract ICLK ... dd 3.74 +0.01 ... 8.69 6.60 KY FirstFedBncp KFFB 5.8 44 6.92 –0.20 .10
17.48 7.26 DynavaxTechs DVAX ... 5 10.36 –0.74 ... 885.38 598.01 FirstCitizBcshA FCNCA .4 11 739.56 –21.94 .75 5.69 1.68 GracellBiotech GRCL ... dd 2.00 –0.19 ... 263.62 171.43 Icon ICLR ... 36 223.50 –4.07 ... 68.29 24.38 KerosTherap KROS ... dd 53.20 –1.79 ...
15.63 4.30 DyneTherap DYN ... dd 11.60 –1.57 ... 39.39 26.51 FirstCommBkshs FCBC 3.6 11 31.93 –0.08 .29 121.60 78.37 GrandCanyonEduc LOPE ... 20 114.48 –3.34 ... 18.30 2.28 Icosavax ICVX ... dd 8.25 –0.82 ... 41.31 33.35 KeurigDrPepper KDP 2.2 36 35.79 +0.12 .20
E 4.85 2.74 FirstEagleAltCap FCRD 9.1 dd 4.85 +0.25 .11 9.74 1.59 GraphiteBio GRPH ... dd 2.52 +0.17 ... 21.53 5.85 iHeartMedia IHRT ... dd 6.99 –0.76 ... 20.48 13.55 KewauneeSci KEQU ... dd 15.98 +0.43 ...
26.72 18.75 FirstFinBncpOH FFBC 3.7 11 25.07 –0.45 .23 1.58 0.45 GraybugVision GRAY ... dd .60 –0.03 ... 8.99 1.94 IkenaOncology IKNA ... dd 3.74 –0.49 ... 7.40 4.00 KeyTronic KTCC ... 14 6.77 –0.09 ...
11.32 3.02 ECARX ECX ... 20 5.01 +0.51 ... 48.29 32.53 FirstFinBkshs FFIN 1.8 23 37.14 –1.03 .17 18.00 7.80 GreatElmCap GECC18.5 dd 9.75 +0.50 .45 371.16 173.45 Illumina ILMN ... dd 196.59 –15.24 ... 10.77 9.64 KeyarchAcqn KYCH ... cc 10.25 +0.01 ...
12.05 6.00 EDAP TMS EDAP ... cc 12.05 +0.38 ... 49.90 41.50 FirstFinIN THFF 2.4 8 44.20 –0.66 .20 2.55 1.40 GreatElm GEG ... 40 2.18 ... ... 7.25 0.44 iMediaBrands IMBI ... dd .69 –0.11 ... 18.55 4.31 KezarLifeSci KZR ... dd 6.20 –0.45 ...
0.19 0.07 EFHuttonAcqnIRt EFHTR ... ... .17 +0.02 ... 17.95 14.25 FirstFinNW FFNW 3.5 10 14.90 –0.48 .13 15.40 5.21 GreatLakesDredge GLDD ... dd 5.80 –0.53 ... 8.31 4.28 Immersion IMMR 1.6 8 7.44 +0.40 .03 78.15 49.35 Kforce KFRC 2.3 17 61.87 –1.13 .36
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11.37 9.98 EFHuttonAcqnI EFHT ... ... 10.20 +0.01 ... 26.77 13.17 FirstFoundation FFWM 2.9 8 14.94 –0.39 .11 64.16 50.30 GreatSouthernBncp GSBC 2.7 10 58.48 –0.49 .40 16.17 3.70 Immuneering IMRX ... dd 4.69 +0.10 ... 28.18 16.66 KimballElec KE ... 14 24.80 –1.27 ...
11.11 9.94 EsgenAcqnA ESAC ... 17 10.45 +0.02 ... 29.65 20.50 FirstGuarBcshs FGBI 3.1 7 20.75 –0.27 .16 41.25 26.09 GreenPlains GPRE ... dd 34.75 +0.11 ... 12.64 1.11 Immunic IMUX ... dd 1.89 –0.12 ... 9.49 6.11 KimballIntl B KBAL 5.2 dd 6.95 –0.20 .09
21.80 15.63 ESSA Bancorp ESSA 3.0 9 19.80 –0.48 .15 29.53 21.21 FirstHawaiian FHB 3.8 13 27.12 +0.07 .26 14.75 11.05 GreenPlainsPtrs GPP 14.2 7 12.84 –0.09 .455 7.80 2.53 ImmunityBio IBRX ... dd 2.59 –0.49 ... 7.62 1.77 KingsoftCloud KC ... dd 3.85 –0.54 ...
33.98 21.01 EVO Payments EVOP ... dd 33.85 +0.02 ... 49.94 22.01 FirstInternetBncp INBK .9 7 27.12 –0.57 .06 10.75 9.91 GreenVisorI A GVCI ... 18 10.49 +0.03 ... 69.06 21.29 Immunocore IMCR ... dd 55.01 –7.65 ... 17.20 7.36 KiniksaPharm KNSA ... 6 12.93 –1.28 ...
22.50 16.00 EagleBncpMT EBMT 3.2 12 17.08 –0.22.1375 46.34 32.40 FirstInterBanc FIBK 5.2 19 35.93 –1.20 .47 12.68 0.22 GreenidgeGen GREE ... dd .52 –0.08 ... 6.63 3.10 Immunogen IMGN ... dd 3.73 –0.45 ... 15.86 5.07 KinnateBio KNTE ... dd 5.18 –2.18 ...
53.78 24.35 EaglePharm EGRX ... 17 28.83 –1.97 ... 45.04 34.07 FirstMerchants FRME 3.1 11 41.05 –1.24 .32 16.20 0.27 Greenlane GNLN ... dd .38 –0.02 ... 6.50 3.51 ImmunoPrecise IPA ... dd 4.27 +0.17 ... 14.68 2.90 Kirkland's KIRK ... dd 3.21 –0.19 ...
116.80 6.21 Eargo EAR ... dd 6.34 –1.25 ... 41.53 30.56 FirstMidBcshs FMBH 3.0 9 30.83 –1.45 .23 14.15 0.54 GreenLightBio GRNA ... dd .57 –0.19 ... 20.24 3.15 Immunovant IMVT ... dd 17.12 –1.22 ... 7.32 1.03 Knightscope KSCP ... ... 1.06 –0.09 ...
88.76 61.65 EastWestBncp EWBC 2.5 10 76.83 –1.33 .48 23.72 14.20 FirstNWBncp FNWB 2.0 8 14.31 –0.84 .07 9.96 6.51 GreenlightCapRe GLRE ... 26 9.19 –0.46 ... 3.45 1.47 Immutep IMMP ... dd 1.73 –0.07 ... 12.80 4.90 KodiakSciences KOD ... dd 6.75 –0.67 ...
22.35 15.25 EasternBankshares EBC 2.5 13 15.83 +0.11 .10 185.28 59.60 FirstSolar FSLR ... cc 162.16 –2.12 ... 13.34 5.71 Grifols GRFS ... cc 9.00 –1.32 ... 10.75 1.42 ImpelPharm IMPL ... dd 1.48 –0.74 ... 95.88 19.44 KornitDigital KRNT ... dd 20.56 –1.39 ...
25.39 17.10 Eastern EML 2.1 9 21.00 –0.29 .11 59.94 42.29 1stSource SRCE 2.6 10 49.42 –0.70 .32 28.98 13.53 GrindrodShipping GRIN .8 3 14.52 +0.19 .03 142.78 39.74 Impinj PI ... dd 125.56 –4.42 ... 44.87 32.73 KraftHeinz KHC 4.0 21 39.61 –0.39 .40
47.10 2.52 EbangIntl EBON ... 6 7.45 –1.04 ... 24.00 16.18 FirstUnited FUNC 3.7 5 19.67 –0.63 .18 5.85 1.71 Gritstone GRTS ... dd 2.42 –0.29 ... 100.00 50.50 InariMedical NARI ... dd 56.36 +0.36 ... 22.26 8.90 KratosDefense KTOS ... dd 12.98 +1.39 ...
60.39 35.92 eBay EBAY 2.2 dd 45.07 –3.17 .25 18.95 11.57 FirstWatchRest FWRG ... cc 15.36 –0.91 ... 46.37 25.72 GroceryOutlet GO ... 50 28.05 –1.59 ... 90.00 2.23 Incannex IXHL ... dd 2.45 –0.43 ... 16.06 10.21 KrispyKreme DNUT 1.1 dd 12.89 –0.22 .035
44.42 12.50 Ebix EBIX 1.8 7 17.11 –0.05 .075 33.50 24.07 FirstWesternFin MYFW ... 11 25.62 –0.91 ... 23.43 6.22 Groupon GRPN ... dd 7.14 –0.39 ... 10.35 9.76 InceptionGrowth IGTA ... dd 10.25 +0.02 ... 8.42 1.35 KronosBio KRON ... dd 1.67 –0.36 ...
25.64 15.26 EchoStar SATS ... 10 20.36 +2.07 ... 100.00 58.30 FirstCash FCFS 1.5 17 88.69 –2.36 .33 10.60 9.65 GrowthforGoodA GFGD ... dd 10.14 +0.01 ... 0.19 0.07 InceptionGrowthRt IGTAR ... ... .11 +0.03 ... 85.65 47.67 KrystalBiotech KRYS ... dd 78.46 +0.21 ...
14.33 5.41 EdgewiseTherap EWTX ... dd 9.56 –1.12 ... 3.70 0.89 FirsthandTechVal SVVC ... dd 1.01 –0.09 ... 0.21 ... GrowthforGoodRt GFGDR ... ... .05 ... ... 86.29 65.07 Incyte INCY ... 51 77.02 –1.98 ... 62.16 35.95 Kulicke&Soffa KLIC 1.4 10 52.53 –1.01 .19
5.55 0.79 Edgio EGIO ... dd 1.23 –0.12 ... 148.70 112.44 FirstService FSV .7 50 136.29 –5.61 .225 78.86 46.53 GrAeroportuario OMAB 2.7 27 76.54 –1.96.4944 91.65 74.28 IndependentBank INDB 2.7 14 80.86 –0.23 .55 19.93 10.41 KuraOncology KURA ... dd 11.70 –0.57 ...
21.60 7.71 EditasMedicine EDIT ... dd 9.06 –1.09 ... 118.05 87.03 Fiserv FISV ... 29 114.45 –0.92 ... 37.91 30.76 GuarantyBcshrs GNTY 2.8 9 31.50 –0.22 .22 24.97 17.87 IndepBankMI IBCP 4.1 7 22.24 –0.60 .23 96.60 30.95 KuraSushiUSA KRUS ... dd 61.53 –0.09 ...
8.99 2.00 EducDev EDUC ... dd 3.63 –0.10 ... 212.56 109.49 FiveBelow FIVE ... 50 207.06 –3.41 ... 77.72 24.63 GuardantHealth GH ... dd 28.88 +0.43 ... 78.94 56.22 IndependentBank IBTX 2.5 13 60.51 –0.55 .38 44.75 13.15 KymeraTherap KYMR ... dd 31.46 –2.21 ...
17.84 3.32 EHang EH ... dd 10.37 –1.45 ... 49.50 6.89 5EAdvMatls FEAM ... dd 7.22 –0.56 ... 5.74 3.10 GulfIslandFab GIFI ... dd 4.06 –0.05 ... 23.08 3.05 IndLogistics ILPT .9 dd 4.33 –0.58 .01 L
15.68 2.67 eHealth EHTH ... dd 8.86 –0.35 ... 121.17 46.61 Five9 FIVN ... dd 71.20 –9.23 ... 5.05 2.85 Gulf Resources GURE ... 3 3.23 –0.11 ... 10.44 9.83 IndlTechII A ITAQ ... 55 10.31 –0.02 ...
10.02 0.96 EigerBioPharma EIGR ... dd 1.82 –0.40 ... 31.73 23.57 FiveStarBncp FSBC 2.2 11 27.50 –1.15 .15 9.25 4.26 Infinera INFN ... dd 6.83 –0.36 ... 10.71 9.84 LamfGlbI A LGVC ... cc 10.39 +0.03 ...
13.48 2.87 8x8 EGHT ... dd 5.54 –0.51 ... 25.12 13.63 Flex FLEX ... 13 23.24 –0.49 ... H 1.76 0.23 InfinityPharm INFI ... dd .24 –0.33 ... 10.39 9.94 LavaMedtech LVAC ... 7 10.39 +0.04 ...
15.50 2.00 89bio ETNB ... dd 12.95 –1.02 ... 23.81 13.46 Flexsteel FLXS 3.0 15 20.24 –1.93 .15 53.54 26.12 H&E Equipment HEES 2.1 14 53.36 +1.90 .275 3.28 0.78 InflaRx IFRX ... dd 2.04 –0.21 ... 7.38 2.03 LavaTherap LVTX ... ... 2.14 –0.19 ...
13.97 8.15 ElPolloLoco LOCO .0 21 11.97 –0.23 1.50 26.78 4.96 FluenceEnergy FLNC ... dd 18.74 –1.63 ... 22.90 16.09 HBT Finl HBT 3.1 10 21.74 –0.98 .17 7.76 4.15 InfoSvcsGrp III 3.1 14 5.13 –0.29 .04 10.40 9.91 LFCapAcqnIIA LFAC ... cc 10.36 +0.01 ...
244.80 162.01 ElbitSystems ESLT 1.2 38 169.00 +4.62 .50 2.36 0.96 Fluent FLNT ... dd 1.43 –0.22 ... 10.90 9.87 HCM Acqn A HCMA ... 29 10.39 –0.01 ... 102.99 78.32 InglesMarkets IMKTA .7 6 91.24 –3.70 .165 134.05 71.73 LGI Homes LGIH ... 8 105.18 –9.11 ...
142.79 109.24 ElectronicArts EA .7 30 109.77 –2.23 .19 24.21 18.25 FlushingFin FFIC 4.5 8 19.61 –0.21 .22 3.32 1.75 HCW Biologics HCWB ... dd 1.85 –0.10 ... 34.72 7.67 Inhibrx INBX ... dd 23.14 –0.81 ... 10.40 9.85 LIVCapAcqnII A LIVB ... ... 10.39 +0.01 ...
4.61 0.72 ElevationOnc ELEV ... dd 1.20 +0.16 ... 32.88 14.56 Flywire FLYW ... dd 24.26 +0.24 ... 25.95 20.95 HMN Fin HMNF 1.1 12 22.00 +0.04 .06 43.82 20.60 InMode INMD ... 18 34.81 –2.21 ... 59.33 42.36 LKQ LKQ 1.9 14 57.55 –1.29 .275
11.51 2.21 EliemTherap ELYM ... dd 3.52 +0.82 ... 52.62 30.27 FocusFinPtrs FOCS ... 36 50.20 +0.08 ... 2.79 0.72 Hookipa HOOK ... dd .89 –0.04 ... 3.97 1.90 InnatePharma IPHA ... dd 3.10 –0.09 ... 271.56 140.65 LPL Financial LPLA .5 24 247.30 –2.69 .30
134.40 2.02 EmbarkTech EMBK ... dd 3.97 –0.65 ... 10.49 9.85 FocusImpact FIAC ... 22 10.31 ... ... 28.40 7.39 HutchmedChina HCM ... ... 15.76 –0.24 ... 9.00 2.78 Innodata INOD ... dd 7.22 –0.11 ... 14.98 5.41 LSI Inds LYTS 1.4 19 14.56 ... .05
63.00 22.30 Embecta EMBC 1.9 11 31.29 –0.55 .15 16.50 5.15 FocusUniversal FCUV ... dd 5.16 –0.58 ... 53.52 21.98 H World HTHT .0 dd 47.65 –1.57 .21 116.00 83.13 Innospec IOSP 1.2 21 109.42 –5.89 .65 15.15 11.22 LakeShoreBancorp LSBK 6.1 12 11.82 –0.20 .18
10.91 9.96 EmbraceChange EMCG ... ... 10.35 +0.02 ... 18.12 5.32 FoghornTherap FHTX ... dd 5.65 –0.40 ... 24.78 17.60 HackettGroup HCKT 2.4 15 18.61 –3.06 .11 8.03 3.39 InnovAge INNV ... dd 7.50 –0.16 ... 20.02 13.91 LakelandBcp LBAI 3.0 12 19.20 –0.50 .145
4.08 0.86 Emcore EMKR ... dd 1.28 –0.11 ... 10.55 9.89 ForbionEuroA FRBN ... dd 10.43 +0.03 ... 37.09 15.20 HainCelestial HAIN ... 36 17.97 –1.15 ... 11.78 9.92 InnovativeIntlA IOAC ... dd 10.54 +0.05 ... 83.57 64.05 LakelandFin LKFN 2.6 18 71.35 +0.41 .46
10.34 9.79 EM Horizon A HORI ... 14 10.34 +0.01 ... 44.40 18.15 FormFactor FORM ... 48 30.44 –1.13 ... 10.62 9.94 HainanManaslu HMAC ... cc 10.29 +0.02 ... 9.90 5.77 InnovSolSuprt ISSC ... 26 7.75 –0.02 ... 20.27 11.13 LakelandInd LAKE .8 38 15.00 –1.00 .03
28.37 19.21 Enact ACT 2.3 6 24.48 –0.12 .14 111.54 68.88 FormulaSys FORTY 1.5 13 68.90 –4.15 .671 41.50 4.21 HallmarkFin HALL ... dd 9.15 +0.71 ... 20.71 11.57 Innoviva INVA ... 4 12.02 –0.40 ... 10.55 9.89 LakeshoreAcqnII LBBB ... dd 10.36 +0.04 ...
79.50 37.59 EnantaPharma ENTA ... dd 47.96 –2.67 ... 59.56 30.29 ForresterRes FORR ... 29 33.37 –2.66 ... 59.46 33.92 HalozymeTherap HALO ... 33 49.54 –0.49 ... 36.30 14.51 Inogen INGN ... dd 15.89 –7.61 ... 574.79 299.59 LamResearch LRCX 1.4 13 478.61 –17.051.725
72.73 44.06 EncoreCapital ECPG ... 8 53.74 –3.78 ... 71.52 42.61 Fortinet FTNT ... 55 58.86 –1.78 ... 81.63 55.81 HamiltonLane HLNE 2.1 30 77.49 –3.46 .40 4.00 1.25 InovioPharm INO ... dd 1.28 –0.25 ... 119.68 81.10 LamarAdv LAMR 4.7 21 101.87 –5.86 .30
206.74 94.39 EncoreWire WIRE .0 5 188.48 –11.13 .02 117.57 84.04 ForwardAir FWRD .9 15 105.88 –1.51 .24 57.00 41.62 HancockWhitney HWC 2.5 8 48.83 –2.02 .30 6.25 0.99 InozymePharma INZY ... dd 2.79 –0.10 ... 214.00 116.85 LancasterColony LANC 1.8 52 192.42 –3.98 .85
11.36 9.91 EnergemA ENCP ... cc 10.55 +0.07 ... 14.58 3.25 Fossil FOSL ... dd 4.25 –0.15 ... 27.35 21.35 HanmiFinancial HAFC 4.2 7 23.97 +0.09 .25 5.09 0.75 Inseego INSG ... dd .88 –0.07 ... 26.50 20.67 LandmarkBncp LARK 3.6 12 23.21 +0.18 .21
26.34 16.92 EnergyRecovery ERII ... 53 22.02 +0.35 ... 16.08 9.00 FosterLB FSTR ... dd 12.80 –0.01 ... 24.68 18.44 HanoverBancorp HNVR 2.0 6 19.68 +0.12 .10 132.11 81.11 InsightEnt NSIT ... 17 132.11 +1.59 ... 188.47 137.15 LandstarSystem LSTR .7 15 180.42 –3.17 .30
29.70 15.83 EnlightRenewableEn ENLT ... 70 16.44 –1.97 ... 26.49 5.32 4D Molecular FDMT ... dd 18.92 –2.09 ... 15.57 12.82 HarborOneBncp HONE 2.1 14 13.57 –0.33 .07 28.94 16.41 Insmed INSM ... dd 20.07 –0.54 ... 87.47 40.21 Lantheus LNTH ... cc 72.41 +12.69 ...
25.34 3.90 EnlivenTherap ELVN ... cc 23.75 +2.71 ... 43.57 28.02 FoxA FOXA 1.4 13 35.89 –1.14 .25 15.80 8.25 Harmonic HLIT ... 53 13.18 –0.39 ... 71.71 0.97 Inspirato ISPO ... dd 1.09 –0.28 ... 10.80 3.96 LanzaTechGlobal LNZA ... cc 4.51 +0.36 ...
26.30 6.50 Enovix ENVX ... dd 8.86 +0.17 ... 39.87 26.35 FoxB FOX 1.5 12 33.06 –1.16 .25 62.09 33.04 HarmonyBio HRMY ... 15 45.33 –3.94 ... 12.32 0.47 InstilBio TIL ... dd .76 –0.04 ... 14.27 4.75 Largo LGO ... 28 6.45 –0.21 ...
339.92 128.67 EnphaseEnergy ENPH ... 72 198.96 –6.03 ... 131.72 69.28 FoxFactory FOXF ... 25 112.14 –10.59 ... 5.45 0.59 HarpoonTherap HARP ... dd .74 –0.11 ... 320.00 181.00 Insulet PODD ... cc 294.35 –1.65 ... 6.85 1.53 LarimarTherap LRMR ... dd 6.22 +0.08 ...
99.52 70.29 EnsignGroup ENSG .3 23 89.83 –1.49.0575 45.52 22.67 Franchise FRG 9.3 16 26.84 –3.22 .625 20.31 5.40 HarrowHealth HROW ... dd 17.05 –0.83 ... 39.49 13.52 Intapp INTA ... dd 38.76 –0.21 ... 10.51 9.88 LatAmGrowthA LATG ... 17 10.43 +0.03 ...
286.89 169.04 Enstar ESGR ... dd 244.68 –2.29 ... 100.00 68.27 FranklinElec FELE .9 24 95.19 –1.21 .225 17.88 6.40 Harte-Hanks HHS ... 6 10.54 –0.58 ... 68.29 40.67 IntegraLifeSci IART ... 26 56.73 –0.81 ... 4.71 0.53 Latch LTCH ... dd .71 –0.14 ...
141.82 61.75 Entegris ENTG .5 54 82.87 –2.61 .10 6.90 3.07 FreightCarAmer RAIL ... dd 3.68 –0.24 ... 6.49 1.98 HarvardBioSci HBIO ... dd 2.95 –0.07 ... 10.65 9.79 IntegralAcqn1 INTE ... dd 10.20 +0.02 ... 17.76 2.75 Latham SWIM ... 46 3.12 –0.89 ...
41.96 28.57 EnterpriseBncp EBTC 2.6 10 35.24 –0.25 .23 9.75 4.92 FrequencyElec FEIM .0 dd 6.25 +0.14 1.00 99.85 54.65 Hasbro HAS 5.0 39 56.43 –2.93 .70 19.26 6.63 IntegralAd IAS ... dd 10.95 +0.06 ... 92.55 43.41 LatticeSemi LSCC ... 65 82.60 –4.50 ...
56.35 39.64 EnterpriseFinSvcs EFSC 1.8 10 54.67 –1.00 .25 5.59 0.63 FrequencyTherap FREQ ... dd .70 +0.04 ... 60.03 21.50 HashiCorp HCP ... dd 28.37 –2.32 ... 52.51 24.59 Intel INTC 5.8 13 25.14 –2.47 .125 13.35 9.24 LaureateEduc LAUR .0 46 11.97 +1.21 .68
10.95 9.87 Ent4.0TechAcqnA ENTF ... ... 10.40 +0.01 ... 118.77 36.02 Freshpet FRPT ... dd 61.06 –6.25 ... 21.71 9.64 HawaiianHoldings HA ... dd 10.07 –0.44 ... 103.06 32.44 IntelliaTherap NTLA ... dd 37.74 –2.64 ... 11.58 0.46 Leafly LFLY ... 7 .64 +0.01 ...
3.24 0.51 EnthusiastGaming EGLX ... dd .64 –0.03 ... 21.26 10.51 FreshworksA FRSH ... dd 14.89 –0.87 ... 48.12 33.31 Hawkins HWKN 1.5 14 40.25 –1.12 .15 3.54 1.33 Intellicheck IDN ... dd 2.46 –0.06 ... 2.12 0.40 LeapTherap LPTX ... dd .56 –0.04 ...
24.38 5.12 EntradaTherap TRDA ... dd 11.08 +0.02 ... 33.45 19.06 Frontdoor FTDR ... 33 28.38 –0.03 ... 26.60 21.06 HawthornBcsh HWBK 2.8 8 24.71 +0.02 .17 10.34 9.91 IntelligentMedA IQMD ... ... 10.27 +0.04 ... 34.50 15.70 LeeEnterprises LEE ... dd 18.81 –0.19 ...
62.82 40.37 ePlus PLUS ... 13 54.12 –2.38 ... 30.83 20.83 FrontierComms FYBR ... 14 26.30 –1.69 ... 58.36 29.00 HaynesIntl HAYN 1.7 14 53.02 –2.12 .22 4.63 1.72 Inter INTR ... ... 2.10 –0.13 ... 26.51 11.96 LegacyHousing LEGH ... 8 19.53 –0.82 ...
7.99 5.29 EpsilonEnergy EPSN 4.4 4 5.65 +0.20.0625 15.25 8.19 Frontier ULCC ... dd 11.11 –0.07 ... 28.22 6.40 HealthCatalyst HCAT ... dd 13.48 –0.04 ... 123.39 64.52 InterParfums IPAR 1.7 37 120.14 +1.98 .50 16.22 7.37 LegalZoom LZ ... dd 8.23 –0.23 ...
6.05 1.87 EQRx EQRX ... dd 2.24 –0.01 ... 7.33 2.47 FuelCell FCEL ... dd 3.21 –0.36 ... 10.85 9.82 HealthcareAI A HAIA ... 14 10.37 +0.01 ... 88.97 52.18 InteractiveBrkrs IBKR .5 23 86.38 –0.34 .10 57.72 30.76 LegendBiotech LEGN ... dd 45.29 –4.72 ...
4.04 0.79 Equillium EQ ... dd .91 –0.20 ... 24.79 3.21 FulcrumTherap FULC ... dd 5.66 –6.51 ... 20.54 11.55 HealthcareSvcs HCSG 6.2 29 13.72 –0.61 .215 21.86 10.81 InterceptPharm ICPT ... 3 19.65 –0.38 ... 56.38 38.32 LeMaitreVascular LMAT 1.0 55 51.29 +0.89 .125
776.35 494.89 Equinix EQIX 2.0 89 684.80 –31.96 3.41 65.32 28.53 FulgentGenetics FLGT ... 4 31.50 –1.70 ... 79.20 50.35 HealthEquity HQY ... dd 64.67 –1.40 ... 7.59 2.69 Intercure INCR ... 13 2.75 –0.43 ... 129.30 17.60 LendingTree TREE ... dd 37.25 –4.02 ...
38.04 28.06 EquityBcshs EQBK 1.2 9 30.02 –1.71 .10 18.91 13.72 FultonFin FULT 3.5 10 17.23 –0.14 .15 26.62 18.81 HealthStream HSTM .0 64 25.30 +0.77 .025 74.74 40.23 InterDigital IDCC 1.9 24 73.81 –0.49 .35 16.70 7.51 LeonardoDRS DRS ... 5 13.11 –0.05 ...
12.80 3.51 Erasca ERAS ... dd 3.59 –0.30 ... 27.79 7.60 Funko FNKO ... 11 11.29 –0.17 ... 18.17 12.78 HeartlandExp HTLD .5 10 16.44 –0.39 .02 15.05 8.43 Interface TILE .5 8 8.80 –2.64 .01 6.07 3.02 LesakaTech LSAK ... dd 4.52 –0.06 ...
286.50 158.46 ErieIndemnity A ERIE 2.0 43 235.65 –6.04 1.19 10.83 2.70 FusionFuelGreen HTOO ... ... 3.54 +0.26 ... 51.61 39.27 HeartlandFinUSA HTLF 2.4 12 49.51 –0.60 .30 53.71 38.00 IntlBcshs IBOC 2.7 10 47.52 +1.26 .63 21.84 11.43 Leslie's LESL ... 17 12.91 –0.65 ...
2.18 0.30 ErytechPharma ERYP ... dd .73 –0.19 ... 8.17 1.98 FusionPharm FUSN ... dd 4.72 –0.11 ... 43.39 22.79 Heidrick&Strug HSII 2.0 8 29.90 –1.54 .15 7.51 4.29 Intevac IVAC ... dd 7.33 –0.07 ... 3.48 1.31 LexiconPharm LXRX ... dd 2.23 –0.20 ...
14.69 9.25 Escalade ESCA 4.7 10 12.77 –0.31 .15 72.20 21.23 Futu FUTU ... 21 45.67 –1.64 ... 221.71 82.94 HelenofTroy HELE ... 18 110.52 –6.20 ... 66.00 42.42 Intra-Cellular ITCI ... dd 47.32 –2.69 ... 3.86 1.26 LexinFintech LX ... 5 2.86 +0.06 ...
44 BARRON’S February 27, 2023

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
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.
41.49 12.52 LiAuto LI ... dd 23.23 –0.81 ... 522.80 132.56 MicroStrategy MSTR ... dd 255.80 –38.25 ... 3.00 0.52 NuCana NCNA ... dd 1.20 –0.43 ... 25.40 6.66 PetIQ PETQ ... dd 9.90 –0.27 ... 35.36 12.65 RelayTherap RLAY ... dd 17.06 –1.39 ...
6.24 1.07 LianBio LIAN ... dd 1.81 –0.32 ... 9.54 1.28 Microvast MVST ... dd 1.31 –0.14 ... 19.91 7.52 NurixTherap NRIX ... dd 8.81 –0.91 ... 29.53 17.08 PetMedExpress PETS 6.2 35 19.42 –0.53 .30 38.68 1.81 RelmadaTherap RLMD ... dd 3.32 –0.35 ...
146.77 68.15 LibertyBroadbandA LBRDA ... 11 88.48 –4.26 ... 5.96 2.11 MicroVision MVIS ... dd 2.51 –0.30 ... 33.73 13.44 Nutanix NTNX ... dd 28.31 –0.06 ... 15.00 6.10 Pharming PHAR ... 27 11.74 +0.71 ... 14.32 6.66 RemitlyGlobal RELY ... dd 14.19 +2.43 ...
148.36 68.67 LibertyBroadbandC LBRDK ... 11 88.46 –3.96 ... 34.99 24.81 MidPennBancorp MPB 2.6 9 30.50 –0.84 .20 40.43 7.09 Nuvalent NUVL ... dd 30.09 –2.44 ... 27.50 1.77 Pharvaris PHVS ... ... 7.85 –0.84 ... 10.50 1.05 Renalytix RNLX ... dd 3.71 +0.32 ...
26.62 15.22 LibertyGlobal A LBTYA ... 53 20.52 –0.42 ... 13.73 10.01 MidCapFin MFIC 11.8 30 12.57 +0.20 .38 60.47 35.17 Nuvasive NUVA ... 68 43.30 –1.10 ... 19.06 6.10 PhathomPharm PHAT ... dd 9.54 –0.17 ... 41.77 27.61 Renasant RNST 2.4 12 36.47 –0.91 .22
30.30 16.30 LibertyGlobal B LBTYB ... 55 21.46 –0.44 ... 180.50 120.30 Middleby MIDD ... 19 152.48 –2.61 ... 79.13 23.71 Nuvei NVEI ... 73 29.99 –2.88 ... 43.00 30.53 Phenixfin PFX .0 dd 38.19 +0.70 .121 5.30 1.79 ReneoPharm RPHM ... dd 2.95 –0.05 ...
27.00 16.16 LibertyGlobal C LBTYK ... 55 21.23 –0.20 ... 109.51 74.20 MiddlesexWater MSEX 1.5 35 83.21 –2.96.3125 289.46 108.13 NVIDIA NVDA .1 cc 232.86 +18.98 .04 21.63 11.75 PhibroAnimal PAHC 3.1 17 15.52 –0.85 .12 8.97 4.52 ReNewEnergy RNW ... dd 4.56 –1.05 ...
11.34 5.90 LibertyLatAmA LILA ... dd 8.67 –0.56 ... 30.48 23.48 MidlandStBncp MSBI 4.6 6 26.07 –0.30 .30 20.03 4.36 Nyxoah NYXH ... dd 5.21 +0.52 ... 36.31 27.07 PhillipsEdison PECO 3.3 87 34.07 –0.17.0933 31.91 16.82 Rent-A-Center RCII 5.1 cc 26.78 –1.20 .34
11.32 5.88 LibertyLatAmC LILAK ... dd 8.64 –0.62 ... 35.58 27.17 MidWestOneFin MOFG 3.2 8 30.45 –0.77.2425 O 11.76 9.95 PhoenixBiotech PBAX ... dd 10.51 –0.10 ... 7.49 1.10 RenttheRunway RENT ... dd 3.42 –0.37 ...
65.81 45.01 LibertyFormOne A FWONA ... dd 61.84 –1.26 ... 9.85 3.11 MilestonePharm MIST ... dd 3.14 –0.56 ... 25.81 13.87 Photronics PLAB ... 10 17.70 –0.32 ... 18.68 8.07 RepareTherap RPTX ... dd 10.21 –1.29 ...
73.22 50.00 LibertyFormOne C FWONK ... dd 69.00 –1.01 ... 39.69 15.54 MillerKnoll MLKN 3.2 23 23.62 –0.47.1875 53.59 28.85 ODP ODP ... dd 46.02 –6.17 ... 34.66 20.23 Pilgrim'sPride PPC ... 8 24.72 –0.17 ... 262.26 137.21 Repligen RGEN ... 54 173.44 –16.56 ...
35.94 24.50 LibertyBraves A BATRA ... 30 33.75 –0.65 ... 27.88 10.22 MillicomIntl TIGO ... 47 19.15 –0.49 ... 14.50 10.25 OP Bancorp OPBK 4.2 5 11.32 –0.18 .12 102.12 67.86 PinnacleFinPtrs PNFP 1.2 10 74.56 –3.74 .22 29.52 13.05 Replimune REPL ... dd 19.80 –5.02 ...
35.41 23.34 LibertyBraves C BATRK ... 30 33.24 –0.68 ... 3.22 2.03 Mind CTI MNDO 11.1 9 2.34 +0.02 .26 3.78 1.00 OPKO Health OPK ... dd 1.06 –0.12 ... 3.91 0.25 PintecTech PT ... dd .53 +0.01 ... 50.16 38.17 RepublicBcpKYA RBCAA 3.3 9 44.86 –1.05 .374
51.19 31.93 LibertySirius A LSXMA ... 12 32.03 –1.83 ... 21.98 17.37 MineralysTherap MLYS ... ... 17.90 –0.03 ... 11.02 9.75 OPYAcqnIA OHAA ... dd 10.16 –0.20 ... 3.33 1.34 Pixelworks PXLW ... dd 1.55 –0.22 ... 5.50 1.96 RepublicFirstBncp FRBK ... 8 2.01 –0.06 ...
51.09 31.97 LibertySirius C LSXMK ... 12 32.01 –1.83 ... 6.04 0.15 MinervaSurgical UTRS ... dd .35 –0.08 ... 873.94 562.90 OReillyAuto ORLY ... 25 831.82 –41.19 ... 13.28 9.10 PlainsAllAmPipe PAA 8.2 11 13.08 +0.06.2675 10.84 4.42 ReservoirMedia RSVR ... 47 6.63 –0.36 ...
10.44 9.94 LibertyRscsA LIBY ... dd 10.41 –0.03 ... 101.30 32.96 MiratiTherap MRTX ... dd 45.09 –3.27 ... 103.17 69.31 OSI Systems OSIS ... 16 94.01 –2.00 ... 13.72 9.39 PlainsGP PAGP 7.8 13 13.70 +0.30.2675 23.18 15.38 ResourcesConnect RGP 3.1 8 18.05 –0.25 .14
93.67 8.43 LibertyTripAdvB LTRPB ... 63 24.26 –2.03 ... 30.55 17.32 MirumPharm MIRM ... dd 23.02 –0.81 ... 4.90 2.85 O2MicroIntl OIIM ... 51 4.84 –0.03 ... 9.81 5.35 PlayaHotels PLYA ... 20 8.66 +0.93 ... 20.00 13.35 RetailOppor ROIC 4.2 34 14.23 –0.42 .15
2.32 0.57 LibertyTripAdvA LTRPA ... 3 1.08 –0.11 ... 67.80 1.26 Missfresh MF ... ... 1.65 –0.13 ... 22.83 17.59 OaktreeSpec OCSL10.4 cc 20.17 –0.37 .55 6.60 3.24 Playstudios MYPS ... dd 3.87 –0.42 ... 8.52 0.76 ReunionNeuro REUN .0 dd 1.08 –0.08 .017
11.99 5.76 LifecoreBiomed LFCR ... dd 5.85 –0.12 ... 16.96 11.04 MissionProduce AVO ... dd 11.93 –0.40 ... 6.93 1.28 Oatly OTLY ... dd 2.13 –0.08 ... 21.45 7.81 Playtika PLTK ... 13 9.37 –0.52 ... 35.99 11.27 RevanceTherap RVNC ... dd 34.12 +0.34 ...
3.89 1.72 LifeMD LFMD ... dd 1.82 –0.08 ... 48.11 24.85 Mobileye MBLY ... dd 37.87 –6.08 ... 24.93 18.24 OceanFirstFin OCFC 3.3 10 24.08 –0.52 .20 115.36 74.53 Plexus PLXS ... 17 96.15 –4.03 ... 10.40 9.66 RevelstoneCapA RCAC ... cc 10.19 +0.02 ...
11.25 4.22 LifeStanceHealth LFST ... dd 4.91 –0.54 ... 10.91 9.96 MobivAcqn MOBV ... cc 10.33 ... ... 6.53 2.57 OcularTherapeutix OCUL ... dd 5.92 –0.35 ... 36.64 3.97 PliantTherap PLRX ... dd 31.06 –0.37 ... 31.37 14.08 RevolutionMed RVMD ... dd 24.33 –1.26 ...
14.05 6.38 LifetimeBrands LCUT 2.1 dd 7.91 –0.11.0425 217.25 115.03 Moderna MRNA ... 7 139.26 –27.34 ... 26.22 12.17 OfficePropIncm OPI 13.0 dd 16.94 –0.68 .55 13.36 4.00 PolestarAuto PSNY ... dd 4.91 –0.47 ... 32.50 24.54 ReynoldsCnsmr REYN 3.3 22 27.59 –0.56 .23
9.00 4.55 LifewayFoods LWAY ... cc 5.77 +0.11 ... 121.54 73.06 ModivCare MODV ... dd 99.04 +0.49 ... 32.49 22.68 OhioValleyBanc OVBC 3.2 10 26.01 –0.24 .21 6.90 0.65 PolyPid PYPD ... dd .67 –0.06 ... 34.99 3.04 RhythmPharm RYTM ... dd 24.24 –2.36 ...
83.95 46.83 LigandPharm LGND ... dd 75.22 +1.55 ... 25.88 5.50 MolecularPtrs MOLN ... 2 6.16 –0.12 ... 188.90 44.12 Okta OKTA ... dd 72.27 –1.74 ... 10.70 9.04 PonceFinl PDLB ... dd 9.29 +0.06 ... 4.84 2.19 RibbonComms RBBN ... dd 4.25 –0.23 ...
68.84 40.10 Light&Wonder LNW ... dd 60.71 –3.61 ... 18.48 5.14 Momentive MNTV ... dd 6.89 –0.37 ... 18.23 3.80 Olaplex OLPX ... 13 5.52 +0.03 ... 10.88 9.95 PonoCapTwoA PTWO ... ... 10.35 +0.02 ... 27.24 11.01 RichardsonElec RELL 1.1 13 21.55 –2.36 .06
5.52 1.01 Lilium LILM ... ... 1.04 –0.07 ... 4.74 0.70 Momentus MNTS ... dd .80 –0.08 ... 381.81 231.31 OldDomFreight ODFL .5 28 339.54 –15.30 .40 488.75 278.10 Pool POOL 1.1 19 356.31 –20.27 1.00 3.52 0.64 RigelPharm RIGL ... dd 1.54 –0.03 ...
15.46 10.44 Limoneira LMNR 2.0 dd 15.35 +0.47 .075 94.26 54.01 MonarchCasino MCRI26.1 17 76.59 –2.42 5.00 20.19 14.22 OldNatlBncp ONB 3.1 13 17.82 –0.19 .14 2.20 0.72 PopCulture CPOP ... 8 .85 –0.14 ... 7.25 3.50 RiminiStreet RMNI ... 6 4.42 –0.49 ...
7.95 4.59 LincolnEduc LINC ... 7 6.01 –0.71 ... 192.22 73.58 monday.com MNDY ... dd 154.70 +1.59 ... 17.80 12.91 Old2ndBcp OSBC 1.2 24 16.82 –0.53 .05 92.51 62.55 Popular BPOP 3.1 5 71.27 –1.77 .55 8.00 6.08 RiverviewBncp RVSB 3.4 8 7.10 –0.05 .06
176.52 118.17 LincolnElectric LECO 1.5 21 165.91 –10.38 .64 16.98 6.74 Mondee MOND ... dd 12.03 –0.24 ... 6.08 2.00 OlemaPharm OLMA ... dd 4.10 –0.45 ... 28.93 14.84 Portillo's PTLO ... dd 22.30 –1.10 ... 68.15 15.28 Rivian RIVN ... dd 17.32 –2.90 ...
14.85 6.25 LionheartIII A LION ... dd 7.44 +0.84 ... 68.81 54.72 Mondelez MDLZ 2.3 33 65.55 –1.30 .385 26.47 8.39 OlinkHolding OLK ... dd 22.13 –0.07 ... 24.49 19.26 PortmanRidge PTMN 11.6 dd 23.07 +0.18 .67 16.49 6.81 Robinhood HOOD ... dd 9.59 –0.76 ...
22.59 11.39 LiquiditySvcs LQDT ... 10 12.59 –0.51 ... 10.96 9.18 MoneyGram MGI ... 65 10.86 +0.01 ... 72.27 37.67 Ollie'sBargain OLLI ... 40 59.19 +1.19 ... 8.82 1.82 PoseidaTherap PSTX ... dd 5.84 –1.09 ... 23.48 7.57 RocketPharm RCKT ... dd 18.14 –1.35 ...
281.78 192.19 Littelfuse LFUS .9 17 257.26 –12.29 .60 471.96 135.15 MongoDB MDB ... dd 205.90 –7.23 ... 50.07 22.62 OlympicSteel ZEUS 1.1 6 46.55 –2.73 .125 8.19 4.31 Potbelly PBPB ... dd 7.32 –0.28 ... 48.91 18.00 RockyBrands RCKY 2.2 10 27.58 –0.78 .155
88.00 41.82 LivaNova LIVN ... dd 48.80 –7.10 ... 541.39 301.69 MonolithicPower MPWR .8 53 483.06 –19.03 1.00 153.03 77.28 OmegaFlex OFLX 1.1 49 114.80 –10.80 .32 58.13 39.10 PotlatchDelt PCH 3.9 10 46.19 –1.03 .45 8.39 4.77 RockyMtnChoc RMCF ... dd 5.00 –0.05 ...
26.66 7.96 LivePerson LPSN ... dd 12.52 –1.71 ... 55.70 37.49 Monro MNRO 2.2 36 50.50 –3.90 .28 12.26 1.98 OmegaTherap OMGA ... dd 5.74 –0.36 ... 46.00 18.81 PowellIndustries POWL 2.4 29 43.58 +0.37.2625 10.00 2.52 RoivantSciences ROIV ... dd 7.73 –0.89 ...
5.13 1.40 LiveVox LVOX ... dd 2.33 –0.35 ... 105.45 71.78 MonsterBev MNST ... 45 101.23 –2.95 ... 7.75 1.74 Omeros OMER ... dd 3.79 –0.69 ... 10.65 9.75 Pwr&Digital II A XPDB ... dd 10.20 +0.01 ... 141.93 38.26 Roku ROKU ... dd 62.65 –8.91 ...
5.70 1.82 LixiangEduc LXEH ... ... 2.48 +0.04 ... 15.54 6.03 MonteRosaTherap GLUE ... dd 6.08 –0.82 ... 10.50 1.91 OmniAb OABI ... dd 3.97 +0.29 ... 98.92 59.16 PowerIntegrations POWI .9 28 82.49 –0.17 .19 42.66 4.06 Root ROOT ... dd 5.35 –0.83 ...
2.34 0.38 Lizhi LIZI ... 4 .81 –0.15 ... 10.22 9.80 MontereyCapA MCAC ... dd 10.22 +0.03 ... 138.50 46.11 Omnicell OMCL ... 52 52.98 –1.03 ... 3.97 2.06 PowerFleet PWFL ... dd 2.70 –0.02 ... 11.89 9.92 RoseHillAcqn ROSE ... 18 10.42 +0.07 ...
25.39 14.43 LoganRidgeFin LRFC ... dd 23.70 +0.25 ... 0.30 0.08 MontereyCapRt MCACR ... ... .16 –0.01 ... 11.55 9.79 OmniLitAcqnA OLIT ... cc 10.17 –0.03 ... 10.60 9.94 PowerUpAcqn PWUP ... cc 10.44 +0.02 ... 122.45 69.24 RossStores ROST 1.1 27 111.46 –4.23 .31
10.60 9.64 LogisticsInnovA LITT ... 30 10.10 +0.01 ... 293.64 200.10 Morningstar MORN .7 cc 207.09 –30.91 .375 87.55 44.76 ON Semi ON ... 18 76.28 –5.58 ... 14.00 1.48 PraxisPrecision PRAX ... dd 3.34 –0.12 ... 10.64 9.77 RothCHAcqnV ROCL ... dd 10.24 +0.01 ...
78.96 41.81 LogitechIntl LOGI 1.8 21 54.93 –2.90.9781 45.35 19.23 Morphic MORF ... dd 42.05 +0.13 ... 2.34 0.23 Oncorus ONCR ... dd .36 –0.05 ... 2.90 1.12 Precigen PGEN ... dd 1.20 –0.19 ... 6.52 3.14 Rover ROVR ... 93 3.82 –0.11 ...
6.47 2.70 LongboardPharm LBPH ... dd 4.95 –0.06 ... 7.45 3.17 MorphoSys MOR ... dd 4.48 –0.21 ... 15.69 5.82 1-800-FLOWERS FLWS ... cc 10.14 –0.67 ... 4.61 0.95 PrecisionBio DTIL ... dd 1.10 –0.12 ... 147.70 84.54 RoyalGold RGLD 1.3 31 116.54 –5.41 .375
10.69 2.05 LoopIndustries LOOP ... dd 2.47 +0.27 ... 19.93 9.80 MotorcarParts MPAA ... dd 13.04 –0.35 ... 7.10 5.11 180DegreeCap TURN ... dd 5.29 –0.16 ... 79.18 64.10 PreferredBankLA PFBC 3.1 8 70.87 –1.92 .55 44.75 36.08 RoyaltyPharma RPRX 2.2 cc 36.38 –1.46 .20
3.79 0.87 LordstownMotors RIDE ... dd 1.06 –0.24 ... 16.98 7.88 MountRainier RNER ... dd 9.39 +0.49 ... 4.00 1.37 111 YI ... dd 2.80 –0.19 ... 96.00 55.27 PreformedLine PLPC .9 9 88.81 –5.86 .20 6.18 0.11 RubiusTherap RUBY ... dd .12 –0.05 ...
4.21 0.15 Lottery.com LTRY ... dd .63 –0.09 ... 10.66 10.02 MountainI A MCAA ... dd 10.60 +0.08 ... 11.41 4.77 1stdibs.com DIBS ... dd 5.00 –0.33 ... 10.72 3.87 PreludeTherap PRLD ... dd 5.53 –0.31 ... 62.20 42.72 RushEnt A RUSHA 1.5 8 56.72 –3.44 .21
63.41 17.60 Lovesac LOVE ... 14 27.81 –1.21 ... 0.30 0.03 MountainCrestVRt MCAGR ... ... .15 +0.01 ... 54.54 27.10 OneWaterMarine ONEW ... 3 28.64 –1.51 ... 32.89 23.45 PremierFinl PFC 4.9 9 25.14 +0.23 .31 65.60 44.18 RushEnt B RUSHB 1.4 9 59.20 –3.52 .21
25.02 0.71 LoyaltyVentures LYLT ... dd 1.70 ... ... 10.76 2.75 Movella MVLA ... 10 3.53 –1.16 ... 2.98 0.34 Ontrak OTRK ... dd .63 –0.24 ... 38.98 30.82 Premier PINC 2.6 22 32.87 –0.55 .21 24.93 14.65 RuthsHospitality RUTH 3.4 16 18.63 +0.95 .16
3.93 1.11 LucidDiag LUCD ... dd 1.29 –0.03 ... 17.75 1.43 MultiMetaVerse MMV ... dd 1.49 –0.33 ... 21.12 5.35 OpenLending LPRO ... 13 6.64 –2.30 ... 8.75 0.98 Prenetics PRE ... dd 1.01 –0.16 ... 16.99 9.78 RxSight RXST ... dd 13.65 –0.25 ...
29.05 6.09 Lucid LCID ... dd 8.51 –2.42 ... 10.65 9.93 MurphyCanyonA MURF ... dd 10.35 +0.01 ... 44.10 24.91 OpenText OTEX 2.8 29 34.12 –1.06 .243 10.70 1.61 PrestoAutomation PRST ... 4 2.36 –1.23 ... 105.10 55.90 Ryanair RYAAY ... 15 90.90 –3.37 ...
5.67 0.11 LuciraHealth LHDX ... dd .14 –0.14 ... 12.11 3.37 Mynaric MYNA ... dd 6.18 –0.33 ... 10.05 0.92 OpendoorTech OPEN ... dd 1.60 –0.41 ... 88.30 56.29 PriceSmart PSMT 1.3 21 70.86 –2.16 .46 S
21.29 2.16 Lulu'sFashion LVLU ... dd 3.03 –0.27 ... 28.18 13.92 MyriadGenetics MYGN ... dd 18.54 –0.88 ... 9.12 3.92 Opera OPRA .0 dd 7.31 +0.26 .75 21.73 14.52 PrimeMedicine PRME ... dd 17.03 –1.72 ...
410.70 251.51 lululemon LULU ... 34 308.10 –12.26 ... N 17.58 4.03 OportunFin OPRT ... dd 5.90 –0.85 ... 10.52 9.88 PrimeNumberI A PNAC ... ... 10.32 +0.03 ... 38.43 26.51 S&T Bancorp STBA 3.4 11 37.19 –1.13 .32
105.05 48.73 Lumentum LITE ... cc 53.83 –4.33 ... 8.50 4.51 Opthea OPT ... ... 5.04 +0.04 ... 0.26 0.08 PrimeNumberI Rt PNACR ... ... .19 –0.01 ... 379.99 236.20 SBA Comm SBAC 1.3 61 257.82 –23.42 .85
16.62 3.91 LuminarTech LAZR ... dd 8.35 +1.59 ... 36.78 15.60 Napco Security NSSC ... 46 31.69 –1.01 ... 4.87 3.26 OpticalCable OCC ... dd 4.28 +0.11 ... 14.97 11.61 PrimisFinl FRST 3.4 17 11.83 –0.30 .10 5.15 1.42 SCYNEXIS SCYX ... dd 1.46 –0.07 ...
8.93 0.77 LumiraDx LMDX ... dd 1.17 –0.03 ... 48.68 34.58 NBT Bancorp NBTB 3.0 12 40.62 –0.32 .30 4.30 1.55 Optinose OPTN ... dd 1.73 –0.02 ... 27.94 15.90 PrimorisSvcs PRIM .9 12 26.22 +0.02 .06 64.69 46.30 SEI Investments SEIC 1.4 17 59.75 –1.65 .43
10.17 2.95 LumosPharma LUMO ... dd 3.28 –0.03 ... 18.25 2.92 NGM Biopharm NGM ... dd 4.59 –0.24 ... 35.87 24.50 OptionCare OPCH ... 37 30.91 +1.53 ... 37.60 26.57 PrincetonBncp BPRN 3.4 9 35.20 –0.20 .30 10.89 9.93 ShuaaPtrsI A SHUA ... dd 10.43 +0.02 ...
13.93 10.69 LutherBurbank LBC 4.1 7 11.71 –0.46 .12 235.93 164.65 NICE NICE ... 51 203.99 –15.37 ... 8.22 2.62 OraSureTechs OSUR ... dd 6.22 +0.27 ... 96.17 61.05 PrincipalFinl PFG 2.9 5 88.89 –2.14 .64 23.71 11.14 SI-BONE SIBN ... dd 17.02 –0.03 ...
8.74 2.11 LyellImmuno LYEL ... dd 2.13 –0.48 ... 24.52 15.33 NMI Holdings NMIH ... 7 23.35 –0.84 ... 13.80 7.49 OrchestraBioMed OBIO ... dd 10.04 +0.03 ... 26.99 5.91 SIGA Tech SIGA .0 5 6.88 –0.12 .45
3.61 1.25 NN NNBR ... dd 1.93 –0.27 ... 1.87 0.70 OrganiGram OGI ... dd .75 –0.06 ... 44.64 17.99 PriviaHealth PRVA ... dd 26.86 –1.22 ... 12.50 9.87 SKGrowthOppsA SKGR ... cc 10.36 +0.04 ...
40.46 9.66 Lyft LYFT ... dd 10.20 –1.08 ... 10.20 3.68 Procaps PROC ... dd 4.19 +0.51 ...
8.18 2.26 LyraTherap LYRA ... dd 2.32 –0.21 ... 3.54 0.49 NRX Pharm NRXP ... dd 1.00 –0.11 ... 8.36 2.36 OricPharm ORIC ... dd 4.42 –0.31 ... 20.17 13.72 SLM SLM 3.1 8 14.35 –0.22 .11
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198.28 132.08 NXP Semi NXPI 2.3 17 176.86 –11.601.014 47.28 35.36 OriginBancorp OBNK 1.6 12 38.27 –1.37 .15 27.00 13.18 ProFrac ACDC ... dd 19.67 –1.55 ... 18.68 12.08 SLR Invt SLRC 11.1 cc 14.75 –0.34.1367
M 13.95 0.92 NanoLabs NA ... ... 1.19 –0.13 ... 36.13 13.76 OrthofixMed OFIX ... dd 20.35 –1.38 ... 58.48 40.33 ProgressSoftware PRGS 1.2 27 57.07 –0.74 .175 28.70 12.04 SMART Global SGH ... cc 16.91 –0.51 ...
72.64 42.85 Macom Tech MTSI ... 14 67.07 –0.88 ... 16.44 6.41 NanoXImaging NNOX ... dd 7.07 –0.91 ... 60.75 35.67 OrthoPediatrics KIDS ... cc 43.79 –1.04 ... 53.10 25.67 Progyny PGNY ... 73 30.57 –3.04 ... 4.35 0.73 SPI Energy SPI ... dd 1.41 –0.21 ...
10.71 9.82 MeliKaszek MEKA ... 5 10.16 –0.05 ... 7.99 2.32 Nanobiotix NBTX ... dd 3.51 –0.40 ... 82.46 52.60 OtterTail OTTR 2.5 10 70.93 –0.29.4375 10.70 9.61 ProjectEnReimag PEGR ... 20 10.16 –0.02 ... 39.60 27.69 SP Plus SP ... 16 34.43 –4.27 ...
86.27 61.67 MGE Energy MGEE 2.3 25 72.20 +0.17.4075 37.59 4.37 NanoStringTech NSTG ... dd 9.37 –1.47 ... 14.14 3.33 Outbrain OB ... 11 4.44 –0.56 ... 125.65 21.50 PrometheusBio RXDX ... dd 117.10 –7.21 ... 157.46 96.41 SPS Commerce SPSC ... 99 148.25 –3.61 ...
125.74 75.35 MGP Ingredients MGPI .5 21 104.27 +6.65 .12 15.75 1.57 NantHealth NH ... dd 2.94 –0.03 ... 48.71 11.41 OutsetMedical OM ... dd 22.55 –3.02 ... 11.30 4.57 ProSomnus OSA ... dd 5.25 +0.06 ... 5.27 1.15 SRAX SRAX ... ... 1.69 +0.07 ...
163.89 64.77 MKS Instrum MKSI 1.0 12 91.52 –3.72 .22 69.22 46.77 Nasdaq NDAQ 1.4 25 57.05 –1.51 .20 59.46 17.05 Overstock OSTK ... dd 19.85 –1.99 ... 8.63 6.09 ProspectCapital PSEC 9.7 94 7.43 –0.23 .06 79.06 45.25 SS&C Tech SSNC 1.3 24 59.94 –1.80 .20
11.70 0.91 MSP Recovery LIFW ... dd 1.15 –0.03 ... 68.16 26.10 Natera NTRA ... dd 47.73 –2.19 ... 3.55 1.41 OvidTherap OVID ... dd 2.45 –0.06 ... 27.97 6.91 ProtagonistTherap PTGX ... dd 16.87 +0.70 ... 24.58 12.84 SSR Mining SSRM 2.1 15 13.56 –0.45 .07
119.78 74.77 MYR Group MYRG ... 24 119.63 +19.49 ... 81.75 45.50 Nathan's NATH 2.6 17 77.02 –2.82 .50 7.89 4.83 OxfordLane OXLC16.0 5 5.62 –0.13 .075 5.71 2.38 ProtaraTherap TARA ... dd 3.38 +0.14 ... 625.88 198.10 SVB Fin SIVB ... 11 282.92 –9.87 ...
11.84 8.38 Macatawa MCBC 2.9 11 10.85 –0.07 .08 57.65 38.10 NationalBeverage FIZZ ... 32 46.32 +0.15 ... 4.29 2.82 OxfordSquare OXSQ11.8 dd 3.57 –0.02 .035 9.20 3.48 Proterra PTRA ... dd 4.13 –0.41 ... 16.60 11.44 SabraHealthcare SBRA 9.8 dd 12.20 –0.82 .30
10.30 2.13 Macrogenics MGNX ... dd 6.17 –0.44 ... 3.17 0.22 NatlCineMedia NCMI54.3 dd .22 –0.03 .03 66.47 21.06 Prothena PRTA ... dd 54.52 +1.10 ... 11.89 4.46 Sabre SABR ... dd 5.18 –0.14 ...
315.45 57.15 MadrigalPharm MDGL ... dd 276.20 –27.19 ... 55.04 29.81 NatlInstruments NATI 2.2 48 50.36 –1.79 .28
PQ 10.88 3.19 ProventionBio PRVB ... dd 8.18 –1.48 ... 99.75 76.78 SafetyInsurance SAFT 4.4 26 81.35 –6.02 .90
3.62 0.32 MagentaTherap MGTA ... dd .80 –0.06 ... 47.60 30.93 NatlResearch NRC 1.1 36 45.48 –1.44 .12 39.80 23.52 PAM Transport PTSI ... 7 28.75 –0.65 ... 16.75 13.29 ProvidentFin PROV 4.0 12 14.06 –0.23 .14 29.75 21.70 SagaComm SGA 4.2 17 24.02 –0.08 2.00
20.24 14.01 MagicSoftware MGIC 4.0 23 14.56 –1.67 .29 45.86 22.59 NationalVision EYE ... 56 38.48 –2.57 ... 6.48 4.90 P&FIndustries PFIN .0 cc 5.25 +0.02 .05 31.05 12.19 PubMatic PUBM ... 20 15.18 –1.80 ... 10.99 9.84 SagaliamAcqnA SAGA ... dd 10.39 +0.05 ...
14.89 5.59 Magnite MGNI ... dd 11.02 –2.74 ... 309.25 166.94 NatlWesternLife NWLI .1 8 264.20 –3.35 .36 23.85 17.59 PCB Bancorp PCB 3.3 8 18.20 –0.28 .15 28.30 4.07 Pulmonx LUNG ... dd 10.37 +1.14 ... 0.40 0.01 SagaliamAcqnRt SAGAR ... ... .15 –0.01 ...
13.45 11.32 MagyarBancorp MGYR 1.0 10 12.55 –0.42 .03 12.60 7.04 NaturalAlt NAII ... 6 9.01 +0.25 ... 56.68 40.71 PCConnection CNXN .7 13 42.99 –0.46 .08 5.16 1.60 PumaBiotech PBYI ... 18 3.97 –0.39 ... 49.56 27.36 SageTherap SAGE ... dd 40.81 –4.71 ...
34.68 20.06 MakeMyTrip MMYT ... dd 25.67 –0.92 ... 5.07 1.50 NautilusBiotech NAUT ... dd 1.79 –0.44 ... 5.68 3.90 PCTEL PCTI 4.9 72 4.46 –0.31 .055 7.97 2.65 PurpleInnovation PRPL ... dd 4.46 –0.01 ... 306.40 168.03 Saia SAIA ... 20 270.37 –12.49 ...
8.50 4.10 Puyi PUYI ... dd 6.45 –0.12 ...
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71.28 46.30 MalibuBoats MBUU ... 7 60.61 –1.65 ... 19.34 12.45 Navient NAVI 3.5 4 18.17 –0.37 .16 89.22 51.72 PDC Energy PDCE 2.4 4 67.12 +4.18 .40 4.01 1.00 SalemMedia SALM ... 2 1.35 +0.02 ...
18.45 14.11 MalvernBancorp MLVF ... 20 17.65 –0.34 ... 11.01 3.11 NavitasSemi NVTS ... 10 6.13 +0.36 ... 106.38 23.21 PDD PDD ... 28 83.72 –9.70 ... 6.97 1.10 PyxisOncology PYXS ... dd 2.26 +0.57 ... 9.60 3.15 SanaBiotech SANA ... dd 3.76 –0.62 ...
8.79 1.35 MammothEnergy TUSK ... dd 5.63 ... ... 37.07 17.59 Nayax NYAX ... dd 18.90 –1.10 ... 37.66 19.34 PDF Solutions PDFS ... dd 37.14 –0.24 ... 62.85 46.83 QCR Holdings QCRH .4 9 53.86 +0.30 .06 47.84 31.49 SandySpringBncp SASR 4.1 9 32.97 –1.51 .34
158.61 106.02 ManhattanAssoc MANH ... 70 143.37 –1.94 ... 55.40 22.97 nCino NCNO ... dd 27.55 –1.05 ... 51.72 25.49 PENN Entmt PENN ... 24 29.92 –2.41 ... 2.14 0.70 QilianIntl QLI .0 68 1.69 +0.09 .05 94.65 67.02 Sanfilippo JBSS .8 17 90.36 –1.73 1.00
38.30 15.49 Mannatech MTEX 4.7 8 17.20 +0.20 .20 8.19 5.46 NecessityRetail RTL 12.5 dd 6.82 +0.16.2125 16.98 1.98 PLBY Group PLBY ... dd 2.10 –0.25 ... 139.35 75.38 Qorvo QRVO ... 24 100.67 –2.41 ... 6.42 2.63 SangamoTherap SGMO ... dd 2.66 –0.42 ...
5.66 2.49 MannKind MNKD ... dd 5.41 –0.22 ... 11.39 1.46 NektarTherap NKTR ... dd 1.49 –1.58 ... 24.27 6.95 PMV Pharm PMVP ... dd 7.16 –0.77 ... 172.99 101.93 Qualcomm QCOM 2.4 12 124.34 –3.38 .75 15.99 3.36 SangomaTechs SANG ... dd 3.64 –0.18 ...
41.82 12.16 MaravaiLifeSci MRVI ... 9 14.36 –0.34 ... 23.31 10.69 NeoGames NGMS ... dd 14.13 –0.75 ... 46.41 29.69 PRA Group PRAA ... 12 40.24 –0.55 ... 31.38 9.32 QualtricsIntl XM ... dd 16.32 +0.30 ... 69.28 36.35 Sanmina SANM ... 13 60.91 –2.62 ...
10.20 9.78 MarblegateAcqn GATE ... cc 10.03 –0.04 ... 36.30 10.49 Neogen NEOG ... cc 18.61 –1.74 ... 52.40 21.90 ProceptBio PRCT ... dd 36.14 –1.43 ... 162.36 101.10 Qualys QLYS ... 43 118.54 –0.03 ... 58.10 36.91 Sanofi SNY 2.9 16 47.70 +0.03.2972
2.49 1.23 Marchex MCHX ... dd 2.07 –0.05 ... 2.81 0.38 NeoleukinTherap NLTX ... dd .51 –0.02 ... 139.91 96.55 PTC PTC ... 44 126.99 –3.30 ... 13.79 12.00 QuantaSing QSG ... ... 12.21 –0.15 ... 27.65 16.18 SapiensInt SPNS 3.4 22 20.88 –0.81 .47
3.85 0.91 MarinSoftware MRIN ... dd 1.12 –0.08 ... 20.00 7.07 NerdWallet NRDS ... dd 19.72 +2.19 ... 55.58 25.01 PTC Therap PTCT ... dd 43.24 –3.44 ... 35.98 6.31 Quanterix QTRX ... dd 11.26 –1.97 ... 7.44 0.51 SarcosTech&Robotic STRC ... dd .59 –0.03 ...
12.37 3.47 MarinusPharm MRNS ... dd 6.40 –0.92 ... 90.20 58.08 NetApp NTAP 3.1 11 65.38 –2.03 .50 76.12 51.33 Paccar PCAR .9 13 72.30 –3.39 .25 2.78 1.00 Quantum QMCO ... dd 1.17 –0.22 ... 134.08 61.28 SareptaTherap SRPT ... dd 123.06 –1.51 ...
390.13 217.44 MarketAxess MKTX .8 52 346.62 –8.55 .72 108.77 53.09 NetEase NTES 1.9 17 78.64 –7.20 .27 14.20 3.85 PacBiosciCA PACB ... dd 8.77 –1.68 ... 5.42 1.64 Quantum-Si QSI ... dd 1.84 –0.19 ... 8.08 0.59 SatsumaPharm STSA ... dd 1.00 ... ...
5.84 1.52 MarketWise MKTW ... 3 2.01 –0.05 ... 397.75 162.71 Netflix NFLX ... 32 317.15 –30.81 ... 38.92 27.92 PacificPremBncp PPBI 4.0 11 32.95 –0.75 .33 8.29 1.07 Quhuo QH ... ... 1.42 –0.14 ... 2.85 1.02 Savara SVRA ... dd 2.53 –0.22 ...
12.41 5.64 Marqeta MQ ... dd 5.85 –0.09 ... 27.35 17.40 Netgear NTGR ... dd 18.05 –1.18 ... 82.16 35.35 PaciraBioSci PCRX ... cc 41.00 –0.90 ... 120.61 66.88 QuidelOrtho QDEL ... 7 87.51 –3.88 ... 41.01 25.75 ScanSource SCSC ... 8 30.95 –1.05 ...
195.90 131.01 Marriott MAR .9 23 170.33 –2.19 .40 38.02 28.44 NetScout NTCT ... 38 28.64 –1.33 ... 12.46 8.31 PactivEvergreen PTVE 3.7 6 10.80 –0.51 .10 6.80 0.54 QuinceTherap QNCX ... dd .95 ... ... 59.70 25.96 SchnitzerSteel SCHN 2.3 9 31.95 –1.91.1875
23.43 15.76 MartenTransport MRTN 1.1 17 22.20 –0.30 .06 129.29 75.25 Neurocrine NBIX ... 67 102.45 –1.09 ... 49.50 21.29 PacWestBancorp PACW 3.5 8 28.31 +0.67 .25 18.18 8.28 QuinStreet QNST ... dd 18.03 +0.07 ... 17.70 4.33 ScholarRock SRRK ... dd 8.40 –1.37 ...
5.98 2.45 MartinMidstream MMLP .8 dd 2.50 –0.10 .005 6.95 1.98 Neuronetics STIM ... dd 5.25 –0.61 ... 213.63 132.22 PaloAltoNtwks PANW ... cc 186.63 +17.35 ... 21.93 3.04 QurateRetailB QRTEB ... dd 5.60 –0.04 ... 48.28 28.22 Scholastic SCHL 1.8 25 45.40 –0.43 .20
76.59 33.75 MarvellTech MRVL .5 dd 43.85 –0.29 .06 9.54 1.22 NeuroPace NPCE ... dd 4.97 +0.22 ... 95.20 43.64 Palomar PLMR ... 30 61.04 +2.64 ... 5.97 1.42 QurateRetailA QRTEA ... dd 2.06 –0.23 ... 37.25 15.85 Schrodinger SDGR ... dd 21.64 –2.16 ...
176.42 108.89 Masimo MASI ... 55 166.09 +1.34 ... 63.06 24.48 NewFortressEner NFE 7.7 29 38.71 +1.14 3.00 30.56 13.40 PanAmerSilver PAAS 2.7 dd 14.90 –1.31.0739 2.80 0.30 Qutoutiao QTT ... ... .80 –0.11 ... 10.23 9.76 SchultzeSpecII A SAMA ... dd 10.21 –0.01 ...
35.09 18.49 MasterCraftBoat MCFT ... 11 34.32 +0.33 ... 14.09 11.09 NewMtnFin NMFC 9.9 12 12.88 +0.01 .32 111.49 66.74 PapaJohn's PZZA 2.0 45 85.63 –9.26 .42 R 8.47 0.32 Science37 SNCE ... dd .33 –0.06 ...
114.36 38.64 MatchGroup MTCH ... 34 41.34 –2.29 ... 10.74 9.85 NewProvidenceII A NPAB ... dd 10.31 +0.01 ... 10.75 9.86 PapayaGrowthI A PPYA ... cc 10.36 +0.06 ... 17.49 10.60 SciPlay SCPL ... 24 16.36 +0.16 ...
21.50 8.34 Materialise MTLS ... dd 8.68 –0.41 ... 3.75 2.07 NY Mortgage NYMT15.2 dd 2.63 –0.37 .10 41.87 17.75 ParamountA PARAA 3.8 16 25.41 –1.58 .24 32.45 9.86 RaptTherap RAPT ... dd 28.28 –1.30 ... 10.38 3.68 scPharm SCPH ... dd 7.85 –1.62 ...
9.52 3.31 MatrixService MTRX ... dd 6.34 –0.42 ... 32.88 7.52 NewAmstPharma NAMS ... dd 13.68 +0.33 ... 39.21 15.29 ParamountB PARA 4.3 14 22.30 –1.39 .24 26.22 19.34 RBB Bancorp RBB 3.2 6 19.80 –0.27 .16 11.50 9.45 ScreamingEagleA SCRM ... 55 10.09 +0.01 ...
26.99 16.21 Mattel MAT ... 17 18.25 –0.89 ... 24.70 12.25 NewellBrands NWL 6.3 28 14.55 –0.35 .23 3.79 1.60 ParatekPharm PRTK ... dd 1.72 –0.19 ... 97.45 46.49 RCI Hospitality RICK .2 18 86.28 +3.21 .05 23.61 9.90 ScrippsEW SSP ... 10 12.58 –2.17 ...
9.36 2.37 Matterport MTTR ... dd 3.08 –0.53 ... 11.20 9.72 NewHoldInvtIIA NHIC ... dd 10.15 +0.02 ... 8.75 0.75 PardesBiosci PRDS ... dd 1.48 –0.25 ... 28.82 6.72 RCM Tech RCMT ... 7 14.61 +0.56 ... 37.16 29.05 SeacoastBkgFL SBCF 2.2 18 30.51 –1.48 .17
39.64 22.12 MatthewsIntl MATW 2.5 dd 37.40 –1.85 .23 18.06 7.42 Newmark NMRK 1.5 17 8.09 –0.37 .03 21.36 9.23 Park-Ohio PKOH 3.7 dd 13.62 –0.78 .125 2.78 0.29 REE Automotive REE ... dd .42 –0.06 ... 106.62 47.47 Seagate STX 4.2 24 66.09 –4.17 .70
7.76 3.36 MaxCyte MXCT ... dd 4.57 –0.28 ... 23.07 14.87 NewsCorp A NWSA 1.1 34 17.44 –1.56 .10 3.87 1.04 PassageBio PASG ... dd 1.17 –0.09 ... 35.73 18.69 REGENXBIO RGNX ... 14 21.31 –0.87 ... 183.00 105.43 Seagen SGEN ... dd 161.37 –1.16 ...
27.99 8.85 MaxeonSolar MAXN ... dd 15.76 –1.25 ... 23.37 15.15 NewsCorp B NWS 1.1 35 17.61 –1.50 .10 57.57 31.16 PathwardFinl CASH .4 12 51.07 –0.74 .05 11.54 9.65 RF Acqn RFACU ... ... 10.25 –0.04 ... 10.92 9.86 SeaportGlblAcqnII SGII ... 23 10.20 –0.03 ...
63.89 29.27 MaxLinear MXL ... 22 34.39 –2.35 ... 28.42 14.75 NewtekOne NEWT14.4 ... 19.08 –1.62 .70 19.20 12.25 PatriaInvts PAX 5.3 34 16.12 –0.48 .308 10.25 9.80 RF Acqn A RFAC ... dd 10.25 +0.03 ... 10.64 9.20 SeaportGlblAcqnII SGIIU ... ... 10.64 +0.37 ...
10.50 9.95 MaxproCapA JMAC ... dd 10.46 +0.02 ... 4.91 0.19 NexImmune NEXI ... dd .44 –0.15 ... 11.05 9.95 PatriaLatAm PLAO ... 59 10.47 ... ... 0.20 0.03 RF Acqn Rt RFACR ... ... .10 ... ... 16.23 5.28 SecureWorks SCWX ... dd 7.72 –0.13 ...
111.70 73.29 McGrathRent MGRC 1.7 22 104.26 –2.70 .465 217.76 151.01 NexstarMedia NXST 2.8 8 191.36 –8.80 1.35 77.96 41.75 PatrickIndustries PATK 2.5 5 72.82 –1.25 .45 7.48 4.88 RF Industries RFIL ... 36 5.05 –0.32 ... 9.49 5.77 SecurityNatFin SNFCA ... 16 7.14 –0.07 ...
10.55 9.93 McLarenTechA MLAI ... ... 10.38 +0.02 ... 5.42 1.16 NextCure NXTC ... dd 1.59 +0.01 ... 18.00 9.75 PatriotNatBncp PNBK ... 7 11.25 +0.20 ... 24.55 18.01 RGC Resources RGCO 3.3 dd 24.19 –0.13.1975 16.53 3.60 Seer SEER ... dd 3.72 –0.72 ...
10.05 5.42 MedallionFin MFIN 4.0 4 8.10 +0.17 .08 21.99 16.13 NextGenHlthcr NXGN ... 54 18.17 –0.79 ... 8.75 6.95 PatriotTransport PATI ... 23 7.97 +0.19 ... 11.24 9.87 ROC Energy ROC ... dd 10.37 –0.01 ... 2.73 0.65 SelectaBiosci SELB ... 5 1.55 –0.20 ...
3.18 1.95 MediciNova MNOV ... dd 2.23 –0.10 ... 32.95 28.51 NEXTracker NXT ... ... 30.21 –1.43 ... 35.29 23.87 Patterson PDCO 3.8 13 27.42 –1.40 .26 0.38 0.03 ROC Energy Rt ROCAR ... ... .33 ... ... 103.61 66.81 SelectiveIns SIGI 1.2 28 99.24 –3.07 .30
17.08 8.05 MediWound MDWD ... dd 11.88 –0.80 ... 11.79 5.23 NicholasFin NICK ... dd 6.20 –0.46 ... 20.53 10.69 PattersonUTIEn PTEN 2.4 19 13.59 –0.51 .08 27.86 6.71 R1 RCM RCM ... dd 14.10 +0.01 ... 49.49 2.35 SelinaHosp SLNA ... 8 2.38 –0.36 ...
241.48 126.95 Medpace MEDP ... 26 192.91 –13.55 ... 11.87 2.01 Nikola NKLA ... dd 2.22 –0.29 ... 141.92 105.66 Paychex PAYX 2.8 27 110.98 –3.77 .79 2.99 0.99 RVL Pharm RVLP ... dd 1.22 –0.11 ... 11.34 0.55 Semantix STIX ... dd 2.98 +0.99 ...
45.49 2.60 MeihuaIntlMed MHUA ... ... 35.80 +9.79 ... 24.40 2.13 9F JFU ... dd 2.26 –0.26 ... 34.95 20.14 PaycorHCM PYCR ... dd 26.37 +0.03 ... 12.13 2.40 RackspaceTech RXT ... dd 2.43 –0.50 ... 12.03 9.93 SemperParatusA LGST ... cc 10.64 –0.66 ...
15.16 5.70 MeiraGTx MGTX ... dd 7.22 –1.21 ... 26.00 6.87 908Devices MASS ... dd 9.58 –0.97 ... 276.88 152.01 Paylocity PCTY ... cc 197.02 –12.29 ... 16.52 7.97 RadiusGlbInfr RADI ... dd 11.72 –1.64 ... 73.48 25.29 Semtech SMTC ... 13 30.52 –1.35 ...
14.24 4.06 MelcoResorts MLCO ... dd 12.04 –0.53 ... 12.51 2.57 NiuTech NIU ... 66 4.36 –0.32 ... 8.04 3.33 Payoneer PAYO ... dd 5.65 –0.02 ... 25.65 12.03 RadNet RDNT ... cc 20.93 –0.79 ... 68.74 46.61 SenecaFoods A SENEA ... 9 57.16 +0.85 ...
1275.82 600.68 MercadoLibre MELI ... cc 1156.88 +56.01 ... 20.35 4.19 Nkarta NKTX ... dd 4.26 –1.04 ... 122.92 66.39 PayPal PYPL ... 35 73.55 –1.11 ... 36.14 17.42 Radware RDWR ... dd 20.78 –0.27 ... 3.92 1.30 SenseiBiotherap SNSE ... dd 1.47 –0.07 ...
39.03 29.26 MercantileBank MBWM 3.8 9 34.57 –0.71 .33 18.69 8.22 nLIGHT LASR ... dd 11.00 –2.50 ... 42.19 27.71 PeapackGladFinl PGC .5 9 37.51 –0.95 .05 14.48 2.15 RainOncology RAIN ... dd 8.50 –1.00 ... 2.84 1.21 SenstarTech SNT ... dd 1.35 ... ...
11.16 9.87 MercatoPtrsA MPRA ... 24 10.43 +0.01 ... 11.51 0.41 Nogin NOGN ... dd .66 –0.07 ... 10.73 9.83 PearlHldgsAcqnA PRLH ... cc 10.38 ... ... 15.89 4.54 Rallybio RLYB ... dd 7.72 +0.67 ... 10.00 1.20 SentiBiosciences SNTI ... dd 1.52 –0.11 ...
17.50 10.55 MercerIntl MERC 2.8 2 10.73 –0.59 .075 7.38 4.25 Noodles NDLS ... dd 5.88 –0.27 ... 88.05 29.05 Pegasystems PEGA .3 dd 46.05 –2.18 .03 21.73 8.12 RamacoRscs METC 5.2 4 9.55 –1.06 .125 5.97 1.10 SeraPrognostics SERA ... dd 3.34 –0.26 ...
72.28 40.48 MercurySystems MRCY ... dd 53.62 –0.34 ... 251.26 194.89 Nordson NDSN 1.2 26 220.32 –25.90 .65 32.14 6.66 Peloton PTON ... dd 12.70 –0.90 ... 46.16 20.00 Rambus RMBS ... dd 43.66 –0.55 ... 9.49 2.50 SeresTherap MCRB ... dd 4.99 –0.28 ...
1.85 0.30 MereoBioPharma MREO ... dd .90 –0.16 ... 48.50 33.09 NortheastBank NBN .1 8 44.21 +0.24 .01 20.28 8.68 Pennant PNTG ... cc 13.85 +1.20 ... 53.59 27.26 RangerOil ROCC .7 5 41.25 +2.17 .075 11.16 4.65 ServiceProperties SVC 7.5 dd 10.65 +0.04 .20
37.08 27.87 Meridian MRBK 3.1 9 31.90 +0.21 .25 15.00 9.05 NorthernTechsIntl NTIC 2.2 52 12.76 –0.23 .07 28.00 21.60 PennsWoodsBncp PWOD 4.8 11 26.67 +0.17 .32 17.92 4.92 RaniTherap RANI ... dd 6.24 +0.29 ... 10.68 9.86 7AcqnA SVNA ... 16 10.39 ... ...
76.14 50.46 MeritMedical MMSI ... 55 70.66 +0.69 ... 121.25 76.15 NorthernTrust NTRS 3.2 15 93.42 –3.29 .75 33.22 25.63 PeoplesBncpOH PEBO 4.9 9 30.83 –0.05 .38 8.98 1.05 RapidMicro RPID ... dd 1.06 –0.14 ... 3.78 0.61 17Educ&Tech YQ ... dd 1.06 –0.02 ...
13.66 3.00 MerrimackPharm MACK ... dd 11.41 –0.24 ... 16.13 11.87 NorthfieldBanc NFBK 3.5 11 14.67 –0.15 .13 34.00 24.42 PeoplesBncpNC PEBK 2.3 12 33.12 –0.02 .19 118.25 26.49 Rapid7 RPD ... dd 47.37 –2.33 ... 3.55 1.38 Sharecare SHCR ... dd 2.35 –0.07 ...
8.34 2.68 MersanaTherap MRSN ... dd 5.19 –0.90 ... 56.77 38.42 NorthrimBanCorp NRIM 3.5 10 52.66 –0.44 .50 59.99 46.02 PeoplesFinSvcs PFIS 3.3 9 50.03 –1.17 .41 8.47 3.90 RealGoodFood RGF ... dd 3.90 –0.66 ... 5.82 1.85 ShattuckLabs STTK ... dd 4.56 +0.23 ...
30.81 12.03 Merus MRUS ... dd 18.66 +0.12 ... 10.26 9.78 NorthViewAcqn NVAC ... 36 10.26 +0.03 ... 17.99 4.32 PepGen PEPG ... dd 16.79 –0.22 ... 8.94 1.04 RealReal REAL ... dd 1.30 –0.18 ... 25.93 15.62 ShenandoahTel SHEN .4 dd 19.68 +0.02 .08
4.69 1.03 MesaAir MESA ... dd 3.10 –0.17 ... 0.20 0.06 NorthViewRt NVACR ... ... .17 ... ... 10.73 9.75 PepperLimeA PEPL ... dd 10.12 –0.08 ... 51.98 18.47 ReataPharm RETA ... dd 44.51 –4.32 ... 32.43 9.58 ShoalsTech SHLS ... cc 23.61 –2.16 ...
268.38 114.21 MesaLab MLAB .4 dd 170.87 –7.33 .16 15.35 12.04 NorthwestBcshs NWBI 5.8 13 13.83 –0.23 .20 186.84 153.37 PepsiCo PEP 2.6 27 175.96 –0.32 1.15 14.18 4.92 RecursionPharm RXRX ... dd 7.61 –0.38 ... 320.54 113.36 ShockwaveMed SWAV ... 32 187.46 –11.91 ...
4.94 2.14 Mesoblast MESO ... dd 3.22 –0.08 ... 39.93 24.30 NorthwestPipe NWPX ... 15 38.43 –0.70 ... 12.25 9.96 PerceptionCapII PCCT ... dd 10.51 +0.04 ... 60.57 46.86 RedRiverBcshs RRBI .6 10 49.45 –1.55 .07 36.48 19.43 ShoeCarnival SCVL 1.4 7 26.64 –1.94 .09
236.86 88.09 MetaPlatforms META ... 20 170.39 –2.49 ... 63.06 48.68 Northwestern NWE 4.4 18 57.73 –0.75 .64 15.65 9.65 PerdoceoEduc PRDO ... 9 13.59 –0.83 ... 18.64 5.35 RedRobin RRGB ... dd 8.61 –0.97 ... 21.41 16.92 ShoreBancshares SHBI 2.8 11 17.04 –0.31 .12
11.00 9.80 MetalSkyStar MSSA ... ... 10.82 +0.50 ... 34.75 23.00 NorwoodFin NWFL 3.4 10 34.23 +0.18 .29 12.00 5.47 PerellaWeinberg PWP 2.8 dd 10.15 –0.78 .07 50.70 30.98 RedRockResorts RRR 2.3 13 43.73 –2.51 .25 42.25 17.66 Shyft SHYF .8 25 25.56 –6.23 .05
0.20 0.06 MetalSkyStarRt MSSAR ... ... .17 +0.08 ... 120.00 67.40 Nova NVMI ... 20 87.70 –3.60 ... 116.44 59.79 Perficient PRFT ... 31 70.80 –3.25 ... 22.64 3.08 Redfin RDFN ... dd 7.61 –0.81 ... 29.90 1.49 Sientra SIEN ... dd 1.65 –0.10 ...
56.79 28.73 Methanex MEOH 1.4 11 49.14 +0.87 .175 173.10 110.84 Novanta NOVT ... 77 156.72 –6.85 ... 3.97 1.72 PerformantFin PFMT ... dd 3.25 –0.10 ... 3.27 0.13 RedHillBio RDHL ... dd .22 –0.01 ... 27.19 19.62 SierraBancorp BSRR 4.5 9 20.36 –1.22 .23
25.03 18.61 MetroCityBkshs MCBS 3.5 8 20.35 –0.09 .18 91.00 8.64 Novavax NVAX ... dd 8.82 –1.20 ... 35.16 16.41 PerionNetwork PERI ... 16 33.46 +0.18 ... 11.06 9.78 RedwoodsAcqn RWOD ... ... 10.21 +0.01 ... 17.99 5.35 SightSciences SGHT ... dd 10.19 –1.59 ...
87.76 54.33 MicrochipTech MCHP 1.8 22 79.68 –3.59 .358 120.03 56.39 Novocure NVCR ... dd 76.98 –7.76 ... 15.70 7.50 Perma-PipeIntl PPIH ... 15 10.60 –0.06 ... 0.22 0.06 RedwoodsAcqnRt RWODR ... ... .15 ... ... 1.75 0.29 SigilonTherap SGTX ... dd .87 +0.15 ...
94.07 48.43 MicronTech MU .8 11 58.18 –0.83 .115 23.27 3.82 Novonix NVX ... dd 4.18 +0.01 ... 10.79 1.73 Personalis PSNL ... dd 2.95 –0.41 ... 73.41 51.97 RegencyCtrs REG 4.1 22 63.15 –1.18 .65 11.02 9.75 SignalHillA SGHL ... cc 10.33 +0.02 ...
315.95 213.43 Microsoft MSFT 1.1 28 249.22 –8.84 .68 10.40 9.94 NubiaBrandA NUBI ... ... 10.38 +0.03 ... 22.75 8.72 PetcoHealth WOOF ... 33 10.68 –0.15 ... 800.48 538.01 RegenPharm REGN ... 20 756.99 +8.25 ... 350.53 106.81 SignatureBank SBNY 2.5 5 114.21 –10.10 .70
February 27, 2023 BARRON’S 45

D ATA NASDAQ ISSUES FOREIGN MARKETS


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.
22.00 7.80 SilenceTherap SLN ... ... 12.49 –0.23 ... 8.25 1.89 TarenaIntl TEDU ... dd 5.49 +0.23 ... 10.95 9.97 ValuenceI A VMCA ... ... 10.49 +0.04 ... 38.63 18.41 VirtuFinancial VIRT 5.0 8 19.13 –1.14 .24 193.74 67.67 Wingstop WING .4 97 171.06 –2.43 .19
50.00 31.30 Silicom SILC ... 14 38.15 –1.01 ... 10.38 9.82 TargetGlbl I A TGAA ... cc 10.37 +0.01 ... 12.34 6.43 VandaPharm VNDA ... 60 6.47 –0.59 ... 249.37 141.80 VirtusInvtPtrs VRTS 3.2 13 208.16 –8.47 1.65 291.40 183.94 Winmark WINA 1.0 26 287.53 –2.64 .70
194.68 109.44 SiliconLab SLAB ... 68 173.48 –5.84 ... 20.82 10.80 TarsusPharm TARS ... dd 15.10 –0.39 ... 25.14 17.68 VarexImaging VREX ... 23 17.98 –0.32 ... 10.28 9.78 ViscogliosiBros VBOC ... dd 10.27 –0.01 ... 99.86 76.13 WintrustFin WTFC 1.7 12 92.85 +0.31 .40
98.65 51.82 SiliconMotion SIMO 2.9 13 68.53 –1.10 .50 41.87 13.60 TaskUs TASK ... 47 20.72 +1.16 ... 51.60 15.61 VaronisSystems VRNS ... dd 27.48 +0.15 ... 10.45 9.94 VisionSensingA VSAC ... dd 10.45 +0.03 ... 6.72 1.18 WISeKey WKEY ... dd 2.59 –0.13 ...
58.04 27.30 SilkRoadMed SILK ... dd 53.26 –0.64 ... 6.99 4.97 TatTechnologies TATT ... dd 5.62 –0.73 ... 2.20 0.10 VascularBiogenics VBLT ... dd .14 ... ... 168.40 88.82 Visteon VC ... 38 164.23 +1.09 ... 111.35 53.12 Wix.com WIX ... dd 89.30 +3.90 ...
14.47 7.70 SilverSpikeInvt SSIC ... ... 9.55 +0.05 ... 7.08 0.91 TayshaGene TSHA ... dd .95 –0.18 ... 6.53 3.52 VastaPlatform VSTA ... dd 4.06 –0.01 ... 17.40 7.39 VitaCoco COCO ... cc 16.40 –0.50 ... 129.12 79.26 Woodward WWD .9 36 97.92 –3.42 .22
22.68 15.83 SilvercrestAsset SAMG 4.0 8 17.85 –1.65 .18 10.96 9.89 Tech&TelecomA TETE ... cc 10.45 +0.02 ... 49.31 17.44 Vaxcyte PCVX ... dd 41.70 –2.52 ... 18.18 7.89 VitalFarms VITL ... dd 16.40 +0.26 ... 250.00 128.72 Workday WDAY ... dd 183.13 –2.67 ...
28.95 19.34 SimmonsFirstNat SFNC 3.6 11 22.40 –0.26 .20 85.00 37.44 TechTarget TTGT ... 30 37.73 –2.04 ... 8.35 1.24 Vaxxinity VAXX ... dd 2.26 –0.02 ... 23.83 14.12 Vitru VTRU ... 29 22.60 +0.30 ... 209.88 58.44 WorldAcceptance WRLD ... 45 93.85 –5.65 ...
67.59 32.58 SimulationsPlus SLP .6 73 37.94 –2.59 .06 10.14 5.16 Ericsson ERIC 3.0 10 5.49 –0.27.0759 9.45 3.81 VectivBio VECT ... dd 8.68 +0.18 ... 12.52 6.48 VividSeats SEAT ... 44 7.88 –0.32 ... 10.75 9.79 WorldwideWebbA WWAC ... 44 10.29 +0.02 ...
31.04 14.37 SinclairBroadcast SBGI 5.9 0 17.02 –2.38 .25 22.99 6.00 Telesat TSAT ... ... 9.03 +0.25 ... 29.54 16.11 VeecoInstr VECO ... 8 20.85 –0.87 ... 18.04 9.94 Vodafone VOD 7.8 15 11.68 –0.70.4482 111.77 50.20 WynnResorts WYNN ... dd 105.53 –3.48 ...
8.55 1.80 SingularGenomics OMIC ... dd 2.01 –0.41 ... 11.02 1.08 TelesisBio TBIO ... dd 1.63 –0.33 ... 45.49 9.76 VentyxBiosciences VTYX ... dd 42.70 –1.62 ... 9.31 3.48 VorBiopharma VOR ... dd 5.91 +0.06 ... XYZ
6.85 4.32 SiriusXM SIRI 2.2 14 4.39 –0.21.0242 12.51 3.35 Telos TLS ... dd 4.03 –0.48 ... 8.49 2.84 VeraBradley VRA ... dd 5.46 –0.36 ... 10.82 3.64 VoyagerTherap VYGR ... dd 7.09 –0.34 ...
270.92 73.10 SiTime SITM ... cc 115.60 –5.80 ... 15.15 0.70 TempoAutomation TMPO ... dd 1.31 –0.18 ... 24.98 5.20 VeraTherap VERA ... dd 7.48 –0.90 ... 6.38 0.83 Vroom VRM ... dd 1.00 –0.10 ... 32.09 15.68 XOMA XOMA ... 65 21.60 +0.25 ...
10.70 9.91 SizzleAcqn SZZL ... dd 10.37 +0.02 ... 83.99 23.81 10xGenomics TXG ... dd 47.06 –4.55 ... 32.40 14.85 Veracyte VCYT ... dd 23.78 –1.68 ... 33.83 12.40 XP XP ... 10 12.95 +0.04 ...
63.61 28.80 Tenable TENB ... dd 43.53 –0.27 ... W 10.09 3.00 XBiotech XBIT ... dd 3.22 –0.32 ...
21.39 17.50 SkywardSpecIns SKWD ... ... 19.11 –0.56 ... 23.25 13.59 Veradigm MDRX ... 44 16.85 –0.85 ...
33.35 14.76 SkyWest SKYW ... 14 19.79 –0.69 ... 14.43 1.64 TenayaTherap TNYA ... dd 2.80 –0.37 ... 2.13 0.29 Verastem VSTM ... dd .45 –0.13 ... 7.12 1.16 WaveLifeSci WVE ... dd 4.25 –0.50 ... 1.99 0.67 XcelBrands XELB ... dd .79 –0.05 ...
141.26 76.16 Skyworks SWKS 2.2 15 112.12 –3.71 .62 10.58 10.09 TenXKeaneAcqn TENK ... ... 10.28 +0.02 ... 43.97 17.30 Vericel VCEL ... dd 30.50 +0.68 ... 215.36 145.16 WD-40 WDFC 1.9 38 172.51 –3.28 .83 77.66 56.89 XcelEnergy XEL 3.0 21 65.81 –2.20 .52
69.24 23.61 SleepNumber SNBR ... 24 39.13 +5.24 ... 0.49 0.10 TenXKeaneAcqnRt TENKR ... ... .25 +0.01 ... 56.39 31.63 VerintSystems VRNT ... dd 37.19 –1.19 ... 52.11 37.03 WSFS Financial WSFS 1.2 14 49.30 –1.55 .15 38.20 19.36 Xencor XNCR ... dd 33.13 –2.28 ...
4.95 1.37 SmartSand SND ... dd 1.71 –0.03 ... 127.29 67.81 Teradyne TER .4 24 100.64 –4.61 .11 228.80 155.25 VeriSign VRSN ... 32 198.38 –6.33 ... 11.03 3.28 WW Intl WW ... dd 3.77 –0.48 ... 41.39 24.94 XenonPharm XENE ... dd 38.73 +0.39 ...
1.85 0.60 SmartShareGlbl EM ... dd 1.28 –0.04 ... 11.44 1.45 TernsPharm TERN ... dd 10.51 –0.09 ... 222.11 156.05 VeriskAnalytics VRSK .7 27 171.68 –5.45 .31 13.13 1.96 Wag! PET ... dd 2.35 –0.05 ... 2.95 0.97 XerisBiopharma XERS ... dd 1.25 –0.14 ...
3.10 0.31 SmileDirectClub SDC ... dd .49 –0.10 ... 25.60 17.93 TerritorialBncp TBNK 4.0 13 23.29 –0.34 .23 41.75 25.99 Veritex VBTX 2.9 10 27.29 –0.57 .20 48.97 30.39 WalgreensBoots WBA 5.4 dd 35.80 –0.96 .48 20.99 11.80 Xerox XRX 6.1 dd 16.28 –0.49 .25
18.25 8.21 Smith&Wesson SWBI 3.6 6 10.97 –0.04 .10 384.29 101.81 Tesla TSLA ... 54 196.88 –11.43 ... 20.25 4.57 Veritone VERI ... dd 7.15 –1.21 ... 17.95 6.87 WalkMe WKME ... dd 9.79 –1.30 ... 13.32 1.95 XilioTherap XLO ... dd 3.50 –0.08 ...
20.52 7.02 SnapOne SNPO ... dd 11.11 –0.29 ... 6.50 4.03 TesscoTech TESS ... dd 4.72 –0.07 ... 26.44 3.41 VeronaPharma VRNA ... dd 21.26 –0.23 ... 29.62 8.82 WarnerBrosA WBD ... dd 15.55 +0.12 ... 64.35 26.61 Xometry XMTR ... dd 31.15 –3.41 ...
169.95 118.55 TetraTech TTEK .7 23 135.74 –7.91 .23 39.31 21.57 WarnerMusic WMG 2.0 34 32.20 –0.99 .16 3.55 0.43 Xos XOS ... dd .81 –0.04 ...
3.07 0.50 SoYoungIntl SY ... dd 2.59 –0.03 ... 9.22 1.77 VerricaPharm VRCA ... dd 8.04 +0.12 ... 2.23 0.85 Xunlei XNET ... 7 1.90 –0.02 ...
10.50 9.71 SocialLvgI A SLAC ... 74 9.95 –0.03 ... 69.27 48.79 TexasCapBcshs TCBI ... 11 65.59 –0.55 ... 12.00 6.55 VersaBank VBNK 1.0 12 7.46 –0.05.0182 39.17 29.46 WashingtonFederal WAFD 2.8 9 35.33 –1.56 .25
191.34 144.46 TexasInstruments TXN 2.9 18 169.14 –6.18 1.24 55.93 41.03 WashTrBcp WASH 5.3 10 42.51 –1.74 .56 20.48 2.94 Y-mAbsTherap YMAB ... dd 3.87 –0.28 ...
13.00 4.24 SoFiTech SOFI ... dd 6.38 –0.24 ... 19.30 9.44 Vertex VERX ... dd 15.44 +0.05 ... 9.47 2.34 Yellow YELL ... 6 2.59 –0.19 ...
20.02 12.87 Sohu.com SOHU ... dd 14.42 –1.09 ... 107.31 68.58 TexasRoadhouse TXRH 2.1 26 103.82 –0.50 .55 325.19 226.18 VertexPharm VRTX ... 22 287.37 –6.29 ... 20.21 15.14 WaterstoneFinl WSBF 5.0 18 16.12 +0.10 .20
37.58 16.59 TheBancorp TBBK ... 15 34.30 –2.86 ... 47.95 36.85 YorkWater YORW 1.8 33 45.05 –0.74.2027
7.95 3.94 SolGelTech SLGL ... 20 4.15 –0.33 ... 43.00 10.70 VerveTherap VERV ... dd 18.62 –2.48 ... 69.44 16.96 WeatherfordIntl WFRD ... cc 64.87 +2.00 ... 10.20 9.80 YottaAcqn YOTA ... ... 10.20 ... ...
375.90 190.15 SolarEdgeTech SEDG ... cc 296.18 –8.86 ... 23.00 1.99 TherapeuticsMD TXMD ... dd 4.99 –0.28 ... 11.39 4.89 ViaRenewables VIA 10.5 dd 6.92 +0.15.1813 30.09 10.02 Weibo WB ... 79 20.50 –0.77 ...
11.83 7.53 TheravanceBio TBPH ... dd 9.87 –0.57 ... 0.23 0.06 YottaAcqnRt YOTAR ... ... .20 +0.02 ...
21.45 5.21 SolidBiosci SLDB ... dd 6.00 –0.93 ... 8.44 3.15 ViantTech DSP ... dd 3.91 –0.65 ... 4.70 0.38 Wejo WEJO ... dd .69 –0.03 ... 1.42 0.47 Yunji YJ ... dd .48 –0.01 ...
9.99 1.95 SolidPower SLDP ... 25 3.30 –0.27 ... 15.21 4.01 TheseusPharm THRX ... dd 9.06 –2.36 ... 52.72 25.38 ViaSat VSAT ... dd 32.34 –1.61 ... 10.31 9.84 WelsbachTech WTMA ... dd 10.30 +0.02 ...
26.75 16.35 ThirdCoastBcshs TCBX ... 15 18.63 –0.56 ... 56.06 20.98 ZaiLab ZLAB ... dd 35.56 –1.82 ...
9.67 2.02 SomaLogic SLGC ... dd 2.56 –0.53 ... 14.64 8.42 Viatris VTRS 4.2 17 11.51 –0.18 .12 0.27 0.02 WelsbachTechRt WTMAR ... ... .20 ... ... 440.64 224.87 ZebraTech ZBRA ... 33 291.92 –30.66 ...
6.14 0.90 Sonder SOND ... dd 1.09 –0.19 ... 24.60 3.89 ThirdHarmonic THRD ... ... 4.25 –0.06 ... 16.70 9.99 ViaviSolutions VIAV ... 33 10.76 –0.38 ... 23.78 15.77 Wendy's WEN 2.8 26 22.50 –0.40 .25 52.85 17.33 ZentalisPharm ZNTL ... dd 18.66 –1.11 ...
8.75 0.60 Sono SEV ... ... .62 –0.23 ... 2.39 0.50 36Kr KRKR ... 5 1.18 –0.02 ... 89.28 38.71 Vicor VICR ... 72 40.85 –20.44 ... 8.15 1.39 WerewolfTherap HOWL ... dd 2.63 –0.80 ... 15.73 2.50 ZeroFox ZFOX ... dd 2.81 +0.14 ...
31.22 13.65 Sonos SONO ... cc 19.28 –1.34 ... 7.38 3.41 ThorneHealthtech THRN ... 41 4.66 +0.12 ... 34.48 22.22 VictoryCapital VCTR 3.2 9 33.14 –0.39 .32 50.31 35.84 WernerEnterprises WERN 1.1 13 46.81 –0.27 .13 103.87 66.85 ZiffDavis ZD ... 64 79.77 –3.02 ...
13.18 1.69 SophiaGenetics SOPH ... dd 2.27 –0.34 ... 23.23 7.61 Thoughtworks TWKS ... dd 8.96 –0.83 ... 3.10 0.37 View VIEW ... dd .64 –0.05 ... 41.37 29.50 WesBanco WSBC 3.8 12 36.97 –0.63 .35 58.81 26.21 Zillow A ZG ... dd 40.50 –4.46 ...
24.90 5.78 SoteraHealth SHC ... 40 17.28 –0.72 ... 8.99 0.73 ThredUp TDUP ... dd 1.48 ... ... 4.96 2.39 ViewRay VRAY ... dd 4.38 –0.19 ... 29.54 20.39 WestBancorp WTBA 4.8 8 21.05 –0.26 .25 58.96 26.14 Zillow C Z ... dd 41.11 –4.78 ...
3.11 1.48 SotherlyHotels SOHO ... 12 2.13 –0.05 ... 25.49 9.47 360DigiTech QFIN 3.8 5 20.75 –0.21 .16 17.98 2.18 VigilNeurosci VIGL ... dd 11.65 –0.87 ... 63.86 52.04 WestamericaBncp WABC 3.0 12 55.45 –0.91 .42 10.47 9.63 ZimmerEnerA ZT ... 38 10.06 –0.04 ...
11.51 9.96 SoundPointA SPCM ... 27 10.50 +0.02 ... 10.50 9.65 ThunderBridgeIV A THCP ... 69 10.06 +0.02 ... 11.80 2.02 VikingTherap VKTX ... dd 11.00 –0.29 ... 12.67 9.80 WesternAcqn WAVS ... dd 10.25 ... ... 41.98 6.67 ZimVie ZIMV ... dd 10.59 –1.32 ...
31.96 22.47 SouthPlainsFin SPFI 1.9 8 26.85 –0.77 .13 9.08 2.52 TilrayBrands TLRY ... dd 2.82 –0.19 ... 25.09 19.09 VillageSuper A VLGEA 4.5 10 22.32 –0.64 .25 63.26 29.73 WesternDigital WDC ... dd 39.11 –2.47 ... 71.44 45.21 ZionsBancorp ZION 3.3 9 50.27 –1.16 .41
91.74 72.26 SouthState SSB 2.5 12 81.45 –0.83 .50 35.62 24.05 TimberlandBncp TSBK 2.7 11 34.04 –0.81 .23 13.25 3.07 Vimeo VMEO ... dd 3.62 –0.48 ... 10.25 7.13 WestNewEngBncp WNEB 2.8 8 9.94 –0.09 .07 136.00 63.55 ZoomVideo ZM ... 32 73.93 –2.18 ...
57.98 39.71 SouthernFirstBcsh SFST ... 11 40.19 –1.10 ... 46.62 21.50 TitanMachinery TITN ... 10 45.79 +1.04 ... 14.57 7.80 VinciPartners VINP 7.2 13 9.82 –0.34 .17 2.73 0.75 WestportFuelSys WPRT ... dd 1.19 –0.02 ... 61.44 23.29 ZoomInfoTech ZI ... cc 25.19 –0.52 ...
56.04 41.79 SoMO Bancorp SMBC 1.8 10 47.02 –1.19 .21 34.97 7.33 Torm TRMD .0 9 34.69 +2.63 1.46 11.15 1.52 VintageWineEstates VWE ... dd 1.61 –0.11 ... 14.71 9.34 WestrockCoffee WEST ... dd 11.09 –0.63 ... 260.87 99.64 Zscaler ZS ... dd 130.88 –1.47 ...
31.00 20.27 SouthernStBcsh SSBK 1.2 10 29.17 –0.44 .09 49.13 39.73 TowerSemi TSEM ... 17 40.89 +0.04 ... 2.13 0.70 ViomiTech VIOT ... dd 1.12 –0.10 ... 32.45 19.89 WeycoGroup WEYS 3.6 9 26.62 –0.33 .24 46.61 18.86 Zumiez ZUMZ ... 11 23.70 –1.61 ...
43.16 31.18 SouthsideBcshs SBSI 3.6 12 38.60 –0.25 .35 33.42 26.18 TowneBank TOWN 3.0 12 30.29 –0.45 .23 31.78 18.05 VirBiotech VIR ... 6 23.00 –2.75 ... 34.10 10.98 Willdan WLDN ... dd 17.97 –1.65 ... 10.80 4.11 Zymeworks ZYME ... dd 8.62 ... ...
16.83 9.52 SovosBrands SOVO ... dd 13.13 –0.22 ... 241.54 166.49 TractorSupply TSCO 1.8 24 230.54 –8.46 1.03 5.75 1.21 ViractaTherap VIRX ... dd 1.74 –0.21 ... 65.19 30.22 WillisLease WLFC ... dd 57.25 –0.54 ... 2.34 0.48 ZynerbaPharm ZYNE ... dd .52 ... ...
37.75 24.81 SpartanNash SPTN 3.1 29 27.10 –4.94 .21 86.88 39.00 TradeDesk TTD ... cc 54.97 –5.33 ... 5.07 2.63 VircoMfg VIRC ... dd 4.46 –0.32 ... 258.93 187.89 WillisTowers WTW 1.4 26 234.70 –6.19 .84 17.25 4.97 Zynex ZYXI ... 29 12.82 –0.23 ...
1.57 0.32 SpectrumPharm SPPI ... dd .73 –0.10 ... 92.29 51.47 Tradeweb TW .5 48 71.05 –1.52 .09 7.59 1.29 VirginOrbit VORB ... dd 1.30 –0.25 ... 3.09 0.56 WiMiHologram WIMI ... dd 1.10 –0.16 ... 25.00 1.38 ZyVersaTherap ZVSA ... dd 2.14 –0.21 ...
9.70 0.68 SperoTherap SPRO ... dd 1.51 –0.20 ... 9.65 3.60 TransActTechs TACT ... dd 6.78 –0.59 ...
150.79 65.00 Splunk SPLK ... dd 101.90 –3.10 ... 91.71 50.32 Transcat TRNS ... 66 86.97 –4.33 ...
9.30 6.13 SpokHoldings SPOK13.4 9 9.30 +0.30.3125 3.08 0.28 TransCodeTherap RNAZ ... dd .43 –0.09 ...
17.45 7.10 Sportradar SRAD ... 71 12.02 –0.46 ... 79.65 16.04 TransMedics TMDX ... dd 78.61 +12.51 ...
84.60 31.19 TravelCenters TA ... 10 84.37 +0.15 ...
12.28
10.88
10.79
7.75
9.86
10.00
SportsmansWrhs
SportsMapTech
SpringValleyII A
SPWH ...
SMAP ...
SVII ...
dd
5
...
9.20
10.32
10.42
–0.69 ...
–0.01 ...
+0.11 ...
10.06
30.35
26.50
4.10
17.82
12.48
Travelzoo
TravereTherap
TreaceMed
TZOO ...
TVTX ...
TMCI ...
61
dd
dd
4.95
22.30
21.89
–0.12 ...
+4.48 ...
–0.19 ...
Europe Asia
5.44 0.41 SpringBig SBIG ... dd .84 +0.08 ...
65.92 13.60 SpringWorks SWTX ... dd 29.78 –0.48 ... 7.34 2.12 TreanInsurance TIG ... 12 6.11 ... ... War Heroes: Despite the Ukraine war, European stocks Foreign Exchange: While the yen sank, shares of Japan’s
35.34 22.56 SproutsFarmers SFM ... 13 30.62 –2.42 ... 16.73 6.12 TremorIntl TRMR ... 14 7.58 –0.31 ...
3.57 0.95 SpruceBio SPRB ... dd 2.20 –0.37 ... 4.68 0.49 TreviTherap TRVI ... dd 2.31 –0.30 ... gained 8% in the last year, while U.S. shares sank 7%. exporters and tech firms gained.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

112.27 46.36 StaarSurgical STAA ... 73 57.33 –12.91 ... 58.62 37.41 TriCoBancshares TCBK 2.4 13 50.14 –0.97 .30
8.29 4.80 Stagwell STGW ... 41 6.86 –0.26 ... 33.69 21.41 TriMas TRS .5 19 29.40 –1.71 .04
4.23 0.92 StdBioTools LAB ... dd 1.79 –0.30 ... 74.87 47.52 Trimble TRMB ... 29 51.78 –3.42 ... -1.55% S&P Europe BMI -1.31% S&P Pan Asia BMI
33.99 16.85 StarBulkCarriers SBLK20.7 4 24.58 +2.96 .60 1.55 0.86 TrinityBiotech TRIB ... dd 1.08 +0.01 ...
1.44 0.72 StarEquity STRR ... dd .85 –0.01 ... 20.26 10.23 TrinityCapital TRIN 12.5 13 13.79 –0.31 .15 Greece 1.80 Taiwan 0.08
110.83 68.39 Starbucks SBUX 2.1 35 101.60 –5.50 .53 40.17 14.29 Trip.com TCOM ... dd 34.79 –1.68 ...
4.18 2.00 StealthGas GASS ... 3 3.00 +0.34 ... 28.28 16.87 Tripadvisor TRIP ... cc 21.59 –0.30 ... -0.03 Denmark -0.18 Japan
132.50 62.44 SteelDynamics STLD 1.1 6 118.50 –6.47 .34 10.55 1.03 TritiumDCFC DCFC ... ... 1.90 –0.17 ...
36.09 25.49 StellarBancorp STEL 1.8 20 29.44 –0.36 .13 100.98 45.08 TriumphFinl TFIN ... 15 61.04 –2.07 ... -0.28 Finland -0.54 Australia
35.62 22.39 StepStone STEP 2.8 dd 28.24 –0.89 .20 2.51 0.93 trivago TRVG ... dd 1.67 ... ...
59.89 39.63 Stericycle SRCL ... 78 47.36 –8.58 ... 4.09 1.30 TrueCar TRUE ... dd 2.52 –0.39 ... -0.32 Norway -0.94 Indonesia
28.76 11.66 SterlingCheck STER ... 41 12.38 –0.89 ... 99.01 40.77 Trupanion TRUP ... dd 56.53 –1.51 ...
38.43 20.46 SterlingInfr STRL ... 13 38.04 –0.26 ... 39.36 29.50 TrustcoBank TRST 3.9 9 36.87 –0.17 .36 -0.59 Belgium -1.08 Malaysia
45.04 26.36 StevenMadden SHOO 2.4 13 35.70 +0.73 .21 38.47 26.67 Trustmark TRMK 3.0 26 30.29 +0.63 .23
13.18 2.63 StitchFix SFIX ... dd 4.75 –0.26 ... 4.56 1.45 TScanTherap TCRX ... dd 2.99 +0.15 ... -0.72 Switzerland -1.10 South Korea
78.71 50.83 StockYardsBncp SYBT 2.0 18 58.45 –1.57 .29 2.90 0.46 Tuniu TOUR ... dd 1.78 –0.43 ...
26.60 6.88 StokeTherap STOK ... dd 8.54 –0.65 ... 25.33 6.22 TurtleBeach HEAR ... dd 7.77 –0.78 ... -1.17 Spain -1.32 Thailand
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

17.72 1.23 TuSimple TSP ... dd 1.83 –0.26 ...


15.01 6.81 StoneCo STNE ... dd 8.65 –0.64 ... 6.31 2.02 23andMe ME ... dd 2.50 –0.37 ... -1.53 U.K. -1.47 Philippines
105.39 65.00 StoneX SNEX ... 9 99.99 –3.74 ... 18.20 7.91 TwinDisc TWIN ... 16 10.49 –0.50 ...
27.64 11.04 Stratasys SSYS ... dd 13.04 –0.75 ... 58.76 18.97 TwistBiosci TWST ... dd 19.18 –3.34 ... -2.11 France -1.94 Singapore
98.22 50.69 StrategicEd STRA 2.7 45 88.26 –5.91 .60 19.33 8.44 2seventybio TSVT ... dd 13.19 –0.50 ...
41.18 19.20 Strattec STRT ... 44 20.55 –0.85 ... 14.12 4.70 2U TWOU ... dd 8.52 –0.89 ...
-2.36 Germany -2.00 New Zealand
46.44 18.51 StratusProp STRS .0 2 20.75 –2.15 4.67 14.61 4.93 TyraBiosciences TYRA ... dd 10.52 –2.58 ...
14.43 0.40 StrongholdDig SDIG ... dd .62 –0.19 ... -2.61 Italy -2.54 India
27.46 20.80 StructureTherap GPCR ... ... 24.30 +2.17 ... U
30.83 24.20 SummitFin SMMF 3.1 6 25.62 –0.32 .20 99.40 64.13 UFP Inds UFPI 1.2 8 85.04 –1.82 .25
-2.69 Sweden -2.78 Hong Kong
17.98 14.05 SummitStateBk SSBI 3.0 6 15.89 –0.26 .12 102.95 76.97 UMB Fin UMBF 1.7 10 91.17 –0.50 .38
5.78 0.66 SummitTherap SMMT ... dd 2.13 –0.25 ... 7.07 2.68 UPFintech TIGR ... dd 3.65 –0.22 ...
-3.92 Netherlands -3.46 China
12.60 6.43 SumoLogic SUMO ... dd 11.92 +0.05 ... 14.99 11.00 USCB Financial USCB ... ... 12.45 +0.02 ...
29.98 13.25 SunCountryAir SNCY ... 69 19.98 +0.20 ... 168.76 102.12 US Lime&Min USLM .5 20 162.75 –0.43 .20 Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
11.67 4.53 SunOpta STKL ... dd 7.32 –0.40 ... 10.36 9.80 UTA Acqn A UTAA ... cc 10.36 +0.02 ...
28.42 12.78 SunPower SPWR ... 59 14.45 –1.84 ... 6.60 0.46 uCloudlink UCL ... dd 4.81 +0.15 ...
39.13
98.36
20.98
16.80
34.11
8.52
SunRun
SuperMicroComp
SuperiorGroup
RUN ...
SMCI ...
SGC 4.8
29
dd
9
21.93
98.16
11.66
–3.28 ...
+6.18 ...
–0.37 .14
17.26
537.52
48.26
9.40
330.80
23.32
Udemy
UltaBeauty
UltraClean
UDMY ...
ULTA ...
UCTT ...
dd
23
35
9.67
519.99
31.00
–0.98 ...
–10.01 ...
–4.77 ...
Key Foreign Stock Market Indexes
42.09 24.95 SupernusPharms SUPN ... 60 38.00 –1.30 ... 85.53 33.36 UltragenyxPharm RARE ... dd 43.75 –4.96 ... Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date
3.72 0.60 SurfaceOncol SURF ... dd .69 –0.10 ... 5.78 3.67 Ultralife ULBI ... dd 4.10 +0.05 ... Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg.
11.16 1.34 Surgalign SRGA ... dd 1.77 –0.19 ... 21.62 15.77 Umpqua UMPQ 4.6 12 18.13 –0.64 .21
63.87 20.46 SurgeryPartners SGRY ... dd 33.69 –1.31 ... Amsterdam AEX 746.41 –2.44 +57.40 +8.33 Milan FTSE All Share 29520 –1.56 +3800.30 +14.78
3.55 1.07 UnicoAmerican UNAM ... dd 1.23 ... ...
45.85 22.90 Surmodics SRDX ... dd 23.14 –2.07 ... 32.00 21.29 UnionBankshares UNB 5.7 9 25.29 –1.32 .36 Athens General 1113.36 +0.96 +183.57 +19.74 Oslo Composite 1398.42 –0.30 +35.74 +2.62
9.75 3.33 SutroBioph STRO ... dd 5.62 –0.60 ... 28.26 12.52 uniQure QURE ... dd 19.96 –0.75 ...
10.52 9.75 SwiftmergeAcqn IVCPU ... ... 10.28 +0.01 ... 53.26 30.54 UnitedAirlines UAL ... 23 50.21 +0.58 ... Bangkok SET 1634.02 –1.07 –34.64 –2.08 Paris CAC 7187.27 –2.18 +713.51 +11.02
10.25 9.70 SwiftmergeA IVCP ... dd 10.25 +0.01 ... 44.15 33.11 UnitedBkshrsWV UBSI 3.5 15 40.94 –0.69 .36
285.00 1.86 Swvl SWVL ... ... 1.95 –0.29 ... 39.50 27.85 UtdCmtyBks UCBI 2.6 13 33.29 –0.04 .23 Bombay Sensex 59463 –2.52 –1376.81 –2.26 Santiago Selective 3212.52 +0.05 +39.95 +1.26
28.48 8.75 Symbotic SYM ... dd 16.57 –0.79 ... 37.26 24.85 UnitedFire UFCS 2.3 49 28.39 ... .16 Brussels Bel-20 3859.50 –1.52 +158.33 +4.28 Sao Paulo Bovespa 105798 –3.09 –3936.17 –3.59
239.88 81.13 Synaptics SYNA ... 21 118.81 –3.23 ... 26.09 10.12 UnitedGuardian UG 5.4 18 11.50 –0.37 .31
1.91 0.51 Synchronoss SNCR ... dd .99 –0.12 ... 8.67 6.50 UnitedSecBcshrs UBFO 5.7 8 7.66 –0.16 .11 Buenos Aires Merval 248324 –0.26 +46239 +22.88 Seoul Composite 2423.61 –1.13 +187.21 +8.37
29.86 13.27 SyndaxPharm SNDX ... cc 23.98 –2.18 ... 283.09 158.38 UnitedTherap UTHR ... 17 249.76 –6.00 ...
85.45 22.89 SyneosHealth SYNH ... 15 37.87 –1.59 ... 14.25 5.34 Uniti UNIT 10.7 dd 5.60 –0.34 .15 Copenhagen OMX 20 1927.09 +0.02 +91.81 +5.00 Shanghai Composite 3267.16 +1.34 +177.90 +5.76
2.65 0.55 Synlogic SYBX ... dd .75 –0.11 ... 30.00 24.80 UnityBancorp UNTY 1.8 7 26.39 –0.19 .12 Dublin ISEQ 8156.89 –0.78 +1048.07 +14.74 Shenzhen B Share Idx 1225.85 –0.40 +68.52 +5.92
391.17 255.02 Synopsys SNPS ... 60 362.28 +7.83 ... 18.50 2.09 UnityBiotech UBX ... dd 3.90 –0.42 ...
3.56 1.71 SyprisSolutions SYPR ... dd 2.01 –0.03 ... 176.41 89.41 UnivDisplay OLED .9 31 137.44 +4.88 .30 EURO STOXX SXXE 450.53 –1.98 +40.56 +9.89 Singapore FTSE STI 3282.30 –1.38 +30.98 +0.95
14.30 3.02 SyrosPharm SYRS ... dd 3.67 –0.42 ... 34.39 13.46 UnivElectro UEIC ... cc 13.50 –2.88 ...
45.00 17.72 UnivLogistics ULH 1.3 5 31.24 –1.40 .105 EURO STOXX 50 SXSE 4178.82 –2.25 +385.20 +10.15 Stockholm OMXS 840.73 –2.64 +58.87 +7.53
T
10.71 6.52 UnivStainless USAP ... dd 9.23 +0.67 ... Frankfurt DAX 15209 –1.76 +1286.15 +9.24 STOXX Europe 50 SXSP 3879.17 –1.48 +227.34 +6.23
3.88 0.82 TCR2 Therap TCRR ... dd 1.10 –0.13 ... 2.08 0.50 UniversePharm UPC ... dd .63 –0.03 ...
13.37 5.15 TelaBio TELA ... dd 11.03 +0.11 ... 29.71 23.48 UnivestFin UVSP 3.0 11 28.08 –0.64 .21 Helsinki OMHX 11205 –0.42 +398.01 +3.68 STOXX Europe 600 SXXP 457.70 –1.42 +32.81 +7.72
7.70 0.62 TFF Pharm TFFP ... dd .81 +0.10 ... 20.23 5.31 UplandSoftware UPLD ... dd 6.02 –2.73 ...
17.39 12.45 TFS Fin TFSL 7.8 51 14.46 +0.02.2825 161.00 12.01 Upstart UPST ... dd 18.04 –0.28 ... Hong Kong Hang Seng 20010 –3.43 +228.63 +1.16 Sydney S&P/ASX 200 7307.00 –0.54 +268.31 +3.81
11.04 9.93 TKBCriticalTech1 USCT ... 16 10.41 –0.05 ... 25.74 9.79 Upwork UPWK ... dd 11.02 –0.70 ...
11.35 9.91 TLGY Acqn A TLGY ... 26 10.35 –0.02 ... Istanbul IMKB 5058.75 +0.63 –450.41 –8.18 Taipel Weighted 15503 +0.16 +1366.10 +9.66
29.74 17.81 UrbanOutfitters URBN ... 15 26.87 –1.56 ...
3.34 0.51 TMCthemetals TMC ... dd .91 –0.13 ... 12.63 4.85 UroGenPharma URGN ... dd 9.69 –0.53 ... Jakarta Composite 6856.58 –0.57 +5.96 +0.09 Tel Aviv 125 Index 1752.20 –3.87 –61.15 –3.37
154.38 116.91 T-MobileUS TMUS ... 70 144.41 –4.94 ... 4.42 1.22 Usio USIO ... dd 1.82 –0.16 ...
44.43 23.09 TPG TPG 5.0 7 31.73 –2.00 .50 109.50 80.10 UtahMedProducts UTMD 1.4 19 87.14 –4.36 .295 Johannesburg All Share 76937 –2.94 +3889.20 +5.32 Tokyo Nikkei-225 27453 –0.22 +1358.98 +5.21
25.05 8.46 TPIComposites TPIC ... dd 13.95 +1.22 ... 5.03 2.44 UTStarcom UTSI ... dd 4.41 –0.17 ...
157.77 93.53 T.RowePrice TROW 4.4 16 110.16 –8.57 1.22 17.50 2.21 Uxin UXIN ... 0 2.75 –0.20 ... Kuala Lumpur Composite 1456.80 –1.36 –38.69 –2.59 Toronto S&P/TSX 20219 –1.44 +834.27 +4.30
88.48 39.50 TTEC TTEC 2.1 21 47.89 –1.81 .52 LISBON PSI 4415.92 –0.98 –4.51 –0.10 Vienna ATX 3455.75 –1.15 +329.36 +10.53
17.49 11.53 TTM Tech TTMI ... 15 13.43 –0.86 ... V
6.74 1.52 Taboola TBLA ... dd 3.30 –0.70 ... 10.70 9.84 VMGConsumerA VMGA ... cc 10.28 ... ... London FTSE - 100 7878.66 –1.57 +426.92 +5.73 Wellington S&P/NZX 50 11905 –1.97 +432.51 +3.77
7.25 2.09 TabulaRasaHlth TRHC ... dd 6.07 –0.09 ... 8.31 3.51 VNET VNET ... dd 4.13 –0.40 ...
21.62 6.28 TactileSystems TCMD ... dd 15.09 +1.07 ... 11.39 5.85 VOXX Intl VOXX ... dd 11.25 +0.15 ... Madrid IBEX 35 9201.50 –1.41 +972.42 +11.82 Zurich Swiss 11181 –0.66 +452.37 +4.22
166.38 90.00 TakeTwoSoftware TTWO ... dd 109.30 –3.21 ... 57.53 31.85 VSE VSEC .7 23 53.98 –1.49 .10 Manila Composite 6685.90 –1.37 +119.51 +1.82
10.56 0.89 TalarisTherap TALS ... dd 1.89 –0.14 ... 9.38 1.08 Vacasa VCSA ... dd 1.43 –0.09 ...
1.94 0.52 Talkspace TALK ... dd .92 –0.05 ... 8.13 2.02 Vaccitech VACC ... 5 2.55 –0.54 ... Mexico City IPC 52686 –2.05 +4222.38 +8.71 Indexes are based on local currencies. Because of various holidays and other market closings, the most
11.37 9.96 Talon1AcqnA TOAC ... 34 10.53 +0.08 ... 10.86 9.90 VahannaTechI A VHNA ... cc 10.37 +0.02 ... recent close is not necessarily that of the week of publication.
123.96 33.52 TandemDiabetes TNDM ... dd 36.39 –5.27 ... 14.04 10.01 ValleyNatlBncp VLY 3.8 10 11.71 –0.57 .11
9.84 3.18 TangoTherap TNGX ... dd 4.83 –0.85 ... 40.70 9.77 Valneva VALN ... dd 11.29 –1.40 ...
46 BARRON’S February 27, 2023

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 iShBrdUSDInvCpBd USIG 3.2 49.38 –0.46 .1538 DirexFinlBear3 FAZ .0 17.14 +1.01 .0009 GSActiveBetaUSLC GSLC 1.6 78.96 –2.09 .3508 iSh MSCI EM EEM 2.5 38.30 –1.38 .5843 SPDR 3-12MT-Bill BILS 2.0 99.42 +0.07 .4162
volume. iShCoreMSCITotInt IXUS 2.4 60.09 –1.79 .49 DirexFinlBull3 FAS .8 81.20 –5.31 .3259 GraniteGold BAR ... 17.94 –0.29 ... iShMSCIFrance EWQ 3.0 36.25 –1.30 .1231 SPDRDoubleTRTact TOTL 4.7 40.34 –0.30 .1598
iShCore1-5YUSDBd ISTB 2.1 46.41 –0.22 .1031 DirexGoldMinBr2 DUST ... 16.14 +1.54 ... HealthCareSelSect XLV 1.6 128.51 –3.48 .5561 iShMSCIFrontier FM 2.8 24.75 –0.54 .0796 SPDR DJIA Tr DIA 1.9 328.12 –10.17 .5522
Tick Div
Name Sym Yld Last Chg. Amt. iShCoreS&PUSGrw IUSG 1.0 84.51 –2.08 .0308 DirexGoldMinBl2 NUGT .8 29.75 –3.29 .2396 iMGPDBiMgdFut DBMF 3.7 28.49 –0.05 2.2474 iShMSCIGermany EWG 3.0 27.04 –1.11 .0086 SPDREuroStx50 FEZ 2.8 42.43 –1.50 .1663
iShCoreS&PUSValue IUSV 2.1 73.46 –2.22 .4318 DirexHmbldrBull3 NAIL ... 39.17 –3.52 ... IndSelSectorSPDR XLI 1.6 100.31 –2.72 .4656 iShMSCIHongKong EWH 3.0 20.22 –0.71 .2806 SPDRGoldMini GLDM ... 35.95 –0.61 ...
Bats iShCoreTotalUSDBd IUSB 2.6 45.04 –0.39 .1222 DirexJrGoldMinBr2 JDST ... 9.03 +0.83 ... InvscDBComm DBC .6 23.67 –0.18 .1447 iShMSCIIndonesia EIDO 2.5 22.88 –0.30 .2318 SPDR Gold GLD ... 168.35 –2.91 ...
ARKGenomicRev ARKG ... 29.67 –2.80 ... iShESGAwareEM ESGE 2.6 30.56 –1.14 .5311 DirexJrGoldMnBl2 JNUG ... 30.23 –3.06 ... InvscDBAgriFd DBA .5 20.26 –0.22 .0964 iShMSCIIntlQual IQLT 3.0 33.73 –1.03 .3035 SPDRNuvBBHYMuni HYMB 3.8 24.60 –0.33 .0811
BlkRkShMaturityBd NEAR 2.0 49.59 –0.01 .1314 iShESGAwareUSA ESGU 1.5 87.88 –2.43 .3504 DirexRealEstBr3 DRV .4 48.22 +5.20 .2056 InvscDBBaseMet DBB .9 19.79 –0.73 .1837 iShMSCIIntlValue IVLU 3.4 24.52 –0.57 .2983 SPDRNuveenMuniBd TFI 1.9 45.45 –0.36 .0859
BlkRkUltShBd ICSH 2.0 50.19 +0.01 .1994 iShESGUSDCorpBd SUSC 3.0 22.42 –0.20 .0589 DirexRealEstBl3 DRN 2.5 10.40 –1.37 .0144 InvscDBSilverFd DBS .0 27.79 –1.55 .1371 iShMSCIItaly EWI 4.2 29.63 –1.18 .4159 SPDRNuveenSTMuni SHM .7 46.62 –0.18 .0323
DimenIntlCore2 DFIC 1.9 23.54 –0.64 .1245 iShFallAngelsUSDBd FALN 5.1 24.93 –0.18 .1132 DirexRegBksBl3x DPST 1.4 25.08 –2.03 .0475 InvscDBUSDBull UUP .9 28.49 +0.40 .2466 iShMSCIJapan EWJ 1.2 55.62 –1.40 .1243 SPDRPtfAggBd SPAB 2.7 25.16 –0.21 .0648
DimenIntlSCValue DISV 1.5 23.65 –0.45 .1182 iSh5-10YIGCorpBd IGIB 3.1 49.77 –0.50 .1467 DirexRetailBull3 RETL .6 8.73 –2.12 .0178 InvscDynBuilding PKB .4 44.67 –0.96 .0658 iShMSCIMexico EWW 2.8 57.21 –1.33 1.0445 SPDRPtfDevxUS SPDW 3.0 31.18 –0.89 .3421
FTCBOEModBufferFeb GFEB ... 28.93 ... ... iShGSCICmDynRoll COMT 30.9 27.16 –0.15 8.3979 DirexS&P500Br3 SPXS ... 20.03 +1.56 ... InvscDynOil&GasSv PXJ .6 5.54 +0.03 .016 iShMSCIPacxJpn EPP 4.3 43.31 –1.42 .7088 SPDRPtfEM SPEM 3.3 33.32 –1.04 .6539
FTCboeUSBuffFeb FFEB ... 36.39 –0.63 ... iShGlbCleanEner ICLN .9 18.93 –0.69 .0364 DirexS&P500Bl3 SPXL .3 67.23 –5.97 .1236 InvscEMSovDebt PCY 6.7 18.98 –0.16 .102 iShMSCIPoland EPOL 2.6 15.47 –0.45 .2684 SPDR PtfHYBd SPHY 6.5 22.61 –0.10 .1306
FTCboeUSBuffJan FJAN ... 33.95 –0.59 ... iShGlbInfr IGF 2.6 46.72 –0.95 .5179 DirexS&PBiotechBr3 LABD .5 17.54 +2.84 .0918 InvscFinlPfd PGF 5.5 15.53 –0.17 .0713 iShMSCISaudiArabia KSA 2.0 36.46 –1.49 .40 SPDRPtfIntermCpBd SPIB 2.8 31.89 –0.22 .0959
FTCboeUSBuffMay FMAY ... 36.00 –0.70 ... iShiBdsDec25Trea IBTF 2.2 23.16 –0.09 .0786 DirexS&PBiotechBl3 LABU ... 6.26 –1.33 ... InvscFTSERAFIEM PXH 5.2 17.97 –0.52 .1125 iShMSCISingapore EWS 2.5 19.06 –0.69 .2051 SPDR PtfIntTrea SPTI 1.6 28.05 –0.26 .0607
FTCboeUSDeepFeb DFEB ... 32.93 –0.38 ... iShiBdsDec24Trea IBTE 2.3 23.79 –0.03 .0793 DirexS&P500Br1 SPDN 1.0 16.07 +0.45 .1327 InvscNatAMTFrMuni PZA 2.7 23.04 –0.12 .0566 iShMSCISthKorea EWY 1.2 58.61 –2.28 .6974 SPDRPtfLTCorpBd SPLB 4.5 22.69 –0.31 .0923
FTCboeUSDeepMar DMAR ... 30.20 –0.08 ... iShiBdsDec23Trea IBTD 2.0 24.74 +0.02 .0827 DirexHiBetaBear3X HIBS .1 5.05 +0.55 .0027 InvscPreferred PGX 6.7 12.16 –0.15 .0582 iShMSCISpain EWP 2.8 26.88 –0.63 .3707 SPDRPtfLgTermTrea SPTL 2.8 29.34 –0.43 .0779
FidelityGrwOpps FGRO .0 13.88 –0.36 .1904 iShIntlTreasuryBd IGOV ... 38.41 –0.88 ... DirexS&POil&GasBr2 DRIP ... 14.06 –0.85 ... InvscS&P500EW RSP 1.7 146.85 –4.18 .5778 iShMSCISwitz EWL 2.0 43.73 –1.18 .8573 SPDRPtfMtgBkdBd SPMB 3.0 21.72 –0.26 .0555
GlbXUSInfrDevt PAVE .8 28.84 –0.69 .1407 iShJPMUSDEmBd EMB 4.9 85.17 –0.20 .3118 DirexS&POilBl2 GUSH .5 138.36 +7.08 .5792 InvscS&P500HiBeta SPHB .6 70.29 –2.99 .1121 iShMSCITaiwan EWT 5.4 43.76 –0.63 7.5576 SPDRS&P500Value SPYV 2.1 40.36 –1.20 .2375
GS PhysGold AAAU ... 17.96 –0.31 ... iShMBS MBB 2.4 92.81 –1.04 .2431 DirexSemiBr3x SOXS .3 22.43 +1.22 .0741 InvscS&P500HiDiv SPHD 3.9 43.57 –1.23 .146 iShMSCIUK EWU 3.3 32.25 –0.56 .4704 SPDRPtfS&P1500 SPTM 1.6 49.15 –1.37 .2161
InvscRuss1000Dyn OMFL 1.4 46.02 –1.21 .1995 iShMSCIACWI ACWI 1.7 88.16 –2.55 .6764 DirexSemiBl3 SOXL .7 14.31 –1.19 .0379 InvscS&P500LowVol SPLV 2.2 62.26 –1.21 .1194 iShNatlMuniBd MUB 2.2 105.22 –0.67 .224 SPDRPtfS&P500 SPLG 1.6 46.62 –1.26 .2073
iPathS&P500VIX VXX ... 12.25 +0.58 ... iShMSCIACWIxUS ACWX 2.6 47.23 –1.46 .3824 DirexScBear3 TZA ... 28.03 +2.27 ... InvscS&P500PrVal RPV 2.2 82.54 –2.83 .5431 iShRuss2000Val IWN 2.0 148.24 –4.61 .9414 SPDRS&P500Growth SPYG 1.0 52.46 –1.32 .1396
iShBrdUSDHYCpBd USHY 6.2 34.85 –0.18 .2331 iShMSCIACxJpn AAXJ 1.5 65.48 –2.49 .7872 DirexSCBull3 TNA .3 38.10 –3.70 .099 InvscS&P500Qual SPHQ 1.8 45.17 –0.92 .2346 iShRussMC IWR 1.5 71.24 –2.09 .3341 SPDRS&P500HiDiv SPYD 4.9 40.34 –1.19 .5073
iShConvBond ICVT 2.0 72.65 –0.94 .1422 iShMSCIChina MCHI 1.8 47.76 –2.48 .7115 DirexKRBull3 KORU ... 8.00 –1.01 ... InvscSrLoan BKLN 5.2 20.88 –0.20 .1311 iShRussMCGrowth IWP .7 89.69 –2.91 .2362 SPDRPtfS&P400MC SPMD 1.5 45.57 –1.16 .1691
iShCoreMSCIEAFE IEFA 2.6 64.72 –1.83 .3346 iShMSCIEAFESC SCZ 1.9 58.64 –1.73 1.125 DirexTechBear3 TECS ... 30.18 +2.24 ... InvscSolar TAN ... 72.59 –3.11 ... iShRussMCValue IWS 1.8 110.32 –3.03 .5818 SPDRPtfS&P600SC SPSM 1.3 39.89 –1.12 .1451
iShCurrMSCIEAFE HEFA 3.1 29.06 –0.41 .1133 iShMSCIEMxChina EMXC 2.8 48.15 –1.42 .8458 DirexTechBull3 TECL .2 27.73 –2.51 .0492 InvscTaxMuniBd BAB 3.4 26.23 –0.29 .0789 iShRuss1000 IWB 1.5 219.05 –6.15 .9274 SPDRPtfSTCpBd SPSB 2.1 29.37 –0.11 .0844
iShIntlSelDiv IDV 7.1 27.86 –0.71 .3679 iShMSCIEurFinls EUFN 3.8 19.49 –0.47 .072 Direx20+YrTrBull TMF 1.6 7.75 –0.34 .0471 InvscUltShDur GSY 1.9 49.58 –0.14 .1411 iShRuss1000Grw IWF .9 228.43 –6.88 .5724 SPDRShtTermTrea SPTS 1.5 28.80 –0.09 .0707
iShUSAero&Def ITA .9 115.51 –1.31 .2397 iShMSCITurkey TUR 2.1 34.31 +0.24 .1764 ETFMGAltHarvest MJ 4.3 4.08 –0.28 .0656 InvscVarRtPfd VRP 5.3 23.18 –0.16 .1106 iShRuss1000Val IWD 2.1 154.35 –3.86 .9748 SPDR PtfTIPS SPIP 6.6 25.77 –0.23 .0597
iShUSHomeConstrn ITB .8 66.85 –1.80 .1233 iSh1-5YIGCorpBd IGSB 2.2 49.84 –0.27 .1135 ETFMGPrmJrSilv SILJ .1 9.32 –0.74 .0057 iShChinaLC FXI 2.6 27.91 –1.62 .5931 iShRussell2000 IWM 1.4 187.51 –5.62 .8295 SPDRS&PBank KBE 2.8 48.30 –1.18 .4198
iShEdgeMSCIMinEAFE EFAV 2.5 64.90 –1.28 .4969 iSh1-3YTreaBd SHY 1.5 80.94 –0.24 .1524 EnSelSectorSPDR XLE 3.8 84.66 +0.17 .8596 iShCoreDivGrowth DGRO 2.3 50.05 –1.20 .329 iShRuss2000Gw IWO .7 231.87 –6.78 .5088 SPDR S&P 500 SPY 1.6 396.38 –10.88 1.7814
iShEdgeMSCIMinVlEM EEMV 1.9 52.87 –1.00 .7556 iShPfd&Incm PFF 5.9 32.56 –0.34 .1861 FidelityMSCIEn FENY 3.4 23.16 +0.12 .191 iShCoreHiDiv HDV 3.7 101.30 –2.04 1.145 iShS&P500Grw IVW .9 60.56 –1.53 .1373 SPDR S&P Home XHB 1.0 66.74 –2.22 .1949
iShEdgeMSCIMinUSA USMV 1.6 71.09 –1.75 .3474 iShSelectDiv DVY 3.4 122.18 –2.62 1.0401 FidelityMSCIIT FTEC .8 103.72 –2.91 .233 iShCoreMSCIEM IEMG 2.7 47.44 –1.61 .6589 iShS&P500Value IVE 2.0 150.52 –4.46 .8421 SPDRS&PInsurance KIE 1.8 43.11 –0.77 .2728
iShEdgeMSCIUSAMom MTUM 1.9 140.62 –1.77 .8419 iShSemiconductor SOXX 1.1 406.28 –9.64 1.0624 FidelityTotalBd FBND 3.2 45.04 –0.55 .155 iShCoreMSCIEur IEUR 2.8 50.97 –1.41 .3399 iShS&PGSCIComm GSG ... 20.22 –0.08 ... SPDR S&P Metals XME 1.5 53.79 –2.39 .3518
iShEdgeMSCIUSAQual QUAL 1.5 118.71 –3.13 .4815 iSh7-10YTreaBd IEF 2.1 95.32 –1.09 .2122 FinSelSectorSPDR XLF ... 35.66 –0.73 ... iShMSCIIntlDev IDEV 2.6 58.72 –1.65 .3329 iShS&PMC400Value IJJ 1.8 108.96 –3.39 .557 SPDRS&PRegionalBkg KRE 2.4 61.68 –1.52 .4058
iShEdgeMSCIUSAVal VLUE 3.1 94.31 –3.02 .7276 iShShortTreaBd SHV 1.7 110.21 +0.08 .3695 FT DJ Internet FDN ... 135.65 –6.10 ... iShCoreS&P500 IVV 1.6 398.11 –11.03 1.7236 iShS&PSC600Value IJS 1.3 100.22 –3.28 .2578 SchwabEM Equity SCHE 2.8 23.90 –0.84 .6052
iShExpTechSftwr IGV .0 278.36 –6.39 .0234 iSh3-7YTreaBd IEI 1.5 114.23 –0.92 .1808 FT EnergyAlpDx FXN 2.4 16.52 +0.44 .1252 iShCoreS&P MC IJH 1.5 259.40 –6.54 .1278 iShShtNatlMuniBd SUB 1.0 103.38 –0.27 .1362 SchwabFundEmgLrg FNDE 5.5 25.37 –0.70 1.1233
iShFRBd FLOT 2.5 50.72 –0.02 .2233 iSh20+YTreaBd TLT 2.7 100.97 –1.41 .2755 FT FinlsAlpDx FXO 2.3 44.32 –1.19 .3697 iShCoreS&P SC IJR 1.3 102.19 –2.91 .4123 iShSilver SLV ... 19.09 –0.92 ... SchwabFundIntLrgCo FNDF 2.9 30.75 –0.80 .6188
iSh0-5YIGCpBd SLQD 2.1 47.84 –0.21 .1021 FTInstPfdSecs FPEI 5.1 18.22 –0.23 .0824 iShCoreS&PTotUS ITOT 1.6 88.53 –2.47 .4055 iShTIPSBondETF TIP 6.5 106.56 –0.89 .3491 SchwabFundUSLrgCo FNDX 2.0 55.01 –1.49 .3021
iShIntlAggBd IAGG 2.2 48.09 –0.25 1.0817
JPMNasdEqPrem JEPQ 12.2 42.29 –0.83 .4406 FT MngstrDiv FDL 3.6 36.59 –0.88 .3891 iShCoreUSAggBd AGG 2.5 97.13 –0.87 .2453 iSh10-20YTreasBd TLH 2.9 108.76 –1.81 .325 SchwabIntmUSTrsr SCHR 2.2 48.91 –0.42 .1268
iShMSCIChileCap ECH 6.5 28.06 –1.22 .6886
ProShUltPrQQQ TQQQ ... 21.77 –2.27 ... FT NaturalGas FCG 3.2 23.59 +0.55 .259 iShCoreUS REIT USRT 3.3 52.19 –1.69 .5557 iSh10+YIGCpBd IGLB 4.5 50.42 –0.66 .2025 SchwabIntEquity SCHF 2.7 33.80 –0.97 .6274
iShMSCIEurozone EZU 2.6 43.14 –1.59 .1749
ProShUltShQQQ SQQQ .4 39.79 +3.50 .1511 FT PfdSecs FPE 5.4 17.58 –0.25 .091 iShUSMedDevices IHI .5 51.94 –1.64 .0728 iShTreaFRBd TFLO 2.1 50.55 +0.03 .1685 SchwabIntlSC SCHC 1.7 33.06 –0.86 .5605
iShMSCIGlbMet&MnPr PICK 6.8 41.84 –2.45 1.0654
VanEckGlFallAnglHY ANGL 4.7 27.31 –0.23 .1242 FT TCWUnPlBd UCON 3.4 24.00 –0.25 .09 iShGlobalEnergy IXC 4.8 38.53 –0.09 1.0962 iShUS Energy IYE 3.5 44.76 +0.20 .4137 SchwabSrtTRmUSTrsr SCHO 1.5 48.11 –0.13 .1093
iShMSCIEAFEGrowth EFG 1.2 88.01 –2.92 .1798
VanEckSemicon SMH ... 238.21 –4.56 ... SchwabUS AggrBd SCHZ 2.7 45.72 –0.40 .1198
iShMSCIIndia INDA ... 38.99 –1.33 ... FT ValLineDiv FVD 2.1 39.99 –0.93 .2748 iShGlobalREIT REET 2.3 23.67 –0.72 .2813 iShUSRealEst IYR 2.8 86.98 –3.68 .7844
VangdEM GovBd VWOB 5.3 61.36 –0.09 .2769 SchwabUS BrdMkt SCHB 1.5 46.75 –1.30 .2117
iShMSCIEAFEValue EFV 4.0 48.24 –1.16 .5357 FlexGlbUpstmNatRsc GUNR 4.2 42.55 –1.05 .2439 iShGoldTr IAU ... 34.33 –0.60 ... iShUSTech IYW .5 82.85 –2.37 .1474
VangdIntrCorpBd VCIT 3.1 77.85 –0.72 .2355 SchwabUS Div SCHD 3.4 74.86 –2.05 .7034
iShMtgRealEst REM 10.4 24.33 –0.91 1.0417 FlexiBx3YDurTIPS TDTT 6.4 23.50 –0.13 .0952 iShGoldTrMicro IAUM ... 18.09 –0.31 ... iSh0-5YHYCorpBd SHYG 5.7 41.20 –0.18 .2437
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

VangdIntermTrea VGIT 1.9 58.12 –0.51 .1216 SchwabUS LC SCHX 1.6 46.98 –1.31 .2124
iShUSTelecom IYZ 2.5 22.93 –1.27 .1658 FrankRespGold FGLD ... 24.25 –0.41 ... iShiBdsDec25Cp IBDQ 2.3 24.28 –0.16 .0611 iSh0-5YTIPSBd STIP 5.7 97.08 –0.36 .3082
VangdIntlDivApp VIGI 2.0 71.22 –1.92 .443 SchwabUS LC Grw SCHG .5 60.10 –1.81 .0864
iShUSTreasuryBd GOVT 1.9 22.69 –0.18 .0439 GlbXCopperMiners COPX 3.0 36.72 –2.47 .3955 iShiBdsDec24Cp IBDP 2.1 24.47 –0.08 .0592 iSh0-3MTreaBd SGOV 1.8 100.40 +0.09 .3936
VangdIntlHiDiv VYMI 4.5 62.05 –1.42 .6675 SchwabUS LC Val SCHV 2.4 66.66 –1.66 .4646
JPMBetaEurope BBEU 4.4 51.86 –1.50 .2267 GlbXLithium LIT .9 62.86 –3.03 .5166 iShiBdsDec26Cp IBDR 2.5 23.32 –0.15 .0616 JPM AlerianMLP AMJ 6.0 23.07 –0.16 .3967
VangdLTCorpBd VCLT 4.4 76.57 –1.01 .3074 SchwabUS MC SCHM 1.6 70.05 –1.88 .3457
JPMBetaJapan BBJP 1.5 45.86 –1.14 .6803 GlbX MLP&Energy MLPX 5.3 40.91 ... .55 iShiBdsDec23Cp IBDO 1.9 25.13 ... .0557 JanusHendersonAAA JAAA 3.1 49.81 –0.11 .2211
VangdLongTrea VGLT 2.9 62.29 –0.91 .1612 SchwabUS REIT SCHH 2.5 19.97 –0.76 .1681
JPMCorePlusBd JCPB 3.2 46.24 –0.30 .1693 GlbXRuss2000Cvr RYLD 12.5 19.02 –0.48 .1958 iShiBoxx$HYCpBd HYG 5.3 74.17 –0.39 .3685 JanusHendMtg JMBS 2.9 45.61 –0.48 .1125
VangdMBS VMBS 2.5 45.69 –0.46 .1139 SchwabUS SC SCHA 1.3 43.80 –1.25 .2084
JPMUltShMuni JMST 1.3 50.56 ... .1097 GlbXS&P500Cv XYLD 13.0 40.07 –0.94 .4081 iShiBoxx$InvGrCpBd LQD 3.4 105.85 –1.19 .3421 JanusHenShrtDur VNLA 4.5 47.78 –0.01 .1406
VangdRuss1000Grw VONG .9 58.76 –1.78 .146 Schwab US TIPs SCHP 7.0 51.84 –0.46 .431
-1xShVIXFutures SVIX ... 16.40 –0.85 ... GlbXSilverMiners SIL .5 26.13 –1.38 .0632 iShLatinAmer40 ILF 12.2 23.87 –0.75 1.8137 JPMEquityPrem JEPI 11.9 53.85 –1.05 .4439
SPDR MSCI exUS CWI 3.1 24.93 –0.74 .35
PacerIntCashCow100 ICOW 5.0 28.72 –0.54 .3609 VangdRuss1000Val VONV 2.2 67.73 –1.67 .4246 GlbX US Pfd PFFD 6.1 20.82 –0.20 .105 iShMSCIAustralia EWA 5.1 22.92 –0.77 .4302 JPMShDurCore JSCP 2.7 45.79 –0.24 .1494
SPDR S&PMdCpTr MDY 1.3 474.59 –11.83 1.6655
PacerGlCashCows GCOW 4.2 32.85 –0.77 .381 VangdRuss2000 VTWO 1.4 75.69 –2.21 .4155 GlbX Uranium URA .7 20.96 –1.14 .0492 iShMSCIBrazil EWZ 12.7 27.69 –1.00 2.0217 JPM UltShIncm JPST .0 50.27 –0.01 .1709
SPDR S&P Biotch XBI ... 81.47 –5.33 ...
PacerUSCashCows100 COWZ 1.9 47.72 –0.75 .3209 VangdSTCpBd VCSH 2.1 75.18 –0.40 .1723 GSTreasury0-1Y GBIL 1.7 99.91 +0.07 .3539 iShMSCICda EWC 2.2 34.10 –0.89 .4915 KraneCSIChInt KWEB ... 28.91 –2.31 ...
SPDR S&P Div SDY 2.5 126.24 –3.08 .89
PacerUSSCCash100 CALF .8 39.18 –1.20 .1124 VangdShtTmInfltn VTIP 6.8 46.76 –0.18 1.117 GSActiveBetaIntlEq GSIE 2.9 30.13 –0.79 .1453 iShMSCI EAFE EFA 2.6 69.04 –1.98 .2684 MatlsSelSector XLB 2.2 81.19 –0.11 .509
SPDRS&POil&Gas XOP 2.5 134.20 +3.58 .9502
ProShS&P500Arist NOBL 1.9 90.81 –2.18 .6004 VangdShortTrea VGSH 1.3 57.65 –0.16 .1247 MicroFang3xLvg BULZ ... 31.73 –3.86 ...
SPDR S&P Retail XRT 2.0 66.45 –4.78 .544
ProShShtVIXST SVXY ... 62.61 –1.58 ... VangdTotalBd BND 2.6 71.93 –0.61 .176 MicroFANG-3XInvr FNGD ... 29.18 +2.03 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

SprottUranium URNM ... 33.41 –1.72 ...


ProShUltVIXST UVXY ... 5.44 +0.32 ... VangdTotIntlBd BNDX 1.5 47.89 –0.31 .0627 MicroFang+3x FNGU ... 70.82 –6.41 ...
TechSelectSector XLK .9 136.09 –3.73 .3654
ProShVIXSTFut VIXY ... 9.88 +0.43 ... VangdTotIntlStk VXUS 3.0 53.67 –1.58 .6289 MicroGold3XInvr GDXD ... 9.57 +1.33 ...

Selected ETF Leaders


TeucriumWheatFd WEAT ... 7.26 –0.52 ...
2xLongVIXFut UVIX ... 20.65 +1.55 ... WisdTrUSQltyDiv DGRW 2.1 61.14 –1.58 .06 MicroGold3xLvgd GDXU ... 32.26 –5.55 ...
USGlobalJets JETS ... 19.35 –0.55 ...
VanEckHYMuni HYD 3.9 50.94 –0.42 .1788 PGIMUltraShBd PULS 2.6 49.42 +0.03 .2126
NYSE ARCA UtilitiesSelSector XLU 3.1 66.61 –1.87 .5722
VanEckMstrWdMoat MOAT 1.2 70.19 –2.41 .8119 PimcoEnhShMat MINT 2.2 99.43 ... .33 VanEckBDCIncm BIZD 10.2 15.53 –0.07 .4227
VanEckVietnam VNM 1.0 11.48 –0.40 .0034 AGF USMktNeut BTAL 1.1 20.03 +0.26 .2132 ProShBitcoin BITO 1.0 14.42 –1.11 .1493
Vanguard Total Bond VanEckGoldMin GDX 1.8 26.99 –1.42 .4762
VangdUltShrtBd VUSB 1.8 49.06 –0.02 .1554 ARK Innovation ARKK ... 38.44 –3.42 ... -0.84% ProShShBitcoin BITI .3 27.56 +1.88 .0144 VanEck IG FR FLTR 2.7 25.30 +0.04 .1198
ARK NextGen ARKW ... 49.30 –3.78 ... Market (BND) ProShShtDow30 DOG .4 33.86 +1.03 .1354 VanEckJPMEMLCBd EMLC 5.6 24.39 –0.25 .1203
NASDAQ abrdnBbgAllCmdK1 BCI 21.3 20.69 –0.18 4.4075 ProShShortHY SJB .5 18.87 +0.10 .0873 VanEckJrGoldMin GDXJ .6 33.03 –1.56 .1825
AXS1.25XNVDABrDly NVDS 1.3 20.25 –2.96 2.2591 abrdnPhysGold SGOL ... 17.34 –0.30 ... SPDR Gold Shares ProShShortQQQ PSQ .4 13.46 +0.42 .0509 VanEckMerkGoldTr OUNZ ... 17.55 –0.30 ...
AXSShInnovDly SARK .0 42.69 +3.28 13.748 abrdnPhysSilver SIVR ... 19.92 –0.97 ... -1.70 ProShShRuss2000 RWM .4 23.01 +0.67 .0959 VanEckOilSvcs OIH .9 309.95 –2.53 2.8887
AXSTSLABrDly TSLQ 1.0 45.82 +2.39 2.0285 AdvShPureUSCan MSOS ... 6.63 –0.52 ...
(GLD) ProShShrtS&P500 SH .3 15.57 +0.41 .051 VangdExtMkt VXF 1.1 144.39 –4.31 .6783
AXS2XInnovation TARK ... 59.99 –11.65 ... AlerianMLPETF AMLP 7.6 39.16 –0.37 .77 ProShSh20+Tr TBF .4 22.48 +0.33 .0822 VangdInfoTech VGT .8 350.92 –9.60 .872
DirexTSLABr1x TSLS .3 28.33 +1.50 .0563 AmpCWPEnhDiv DIVO 4.8 35.25 –0.54 .1414 Vanguard Dividend ProShUltBlmCrude UCO ... 27.42 +0.03 ... VangdSC Val VBR 1.9 169.36 –4.30 1.119
DirexTSLABl1.5x TSLL .5 12.08 –1.12 .0479 AmplifyHiIncm YYY 11.9 12.13 –0.37 .12 -2.47 ProshUltBlmNatGas BOIL ... 5.96 +0.84 ...
Appreciation (VIG) VangdCommSvcs VOX .8 90.61 –3.75 .1956
FidelityNasdaq ONEQ .9 44.71 –1.55 .139 ArkFinInnov ARKF ... 17.59 –0.95 ... ProShUltDow30 DDM .9 62.21 –4.01 .2345 VangdDivApp VIG 2.0 152.18 –3.85 .8687
FT CapStrength FTCS 1.3 72.98 –1.69 .2915 AvantisUSEquity AVUS 1.5 70.93 –1.81 .322 ProShUltraQQQ QLD .3 41.26 –2.77 .1092 VangdEnergy VDE 3.8 117.87 +0.58 1.3611
FT CloudComp SKYY .2 62.84 –2.77 .0113 AvantisUSSCValue AVUV 1.6 80.58 –2.14 .4186 SPDR S&P 500 ETF ProShUltRus2000 UWM .4 35.35 –2.29 .1259 VangdFTSEAWxUS VEU 3.0 52.04 –1.55 .6186
-2.67
FT EM LocalCurr FEMB 6.3 26.32 –0.44 .125 BreakwDryBulk BDRY ... 7.95 +1.35 ... Trust (SPY) ProShUltraS&P SSO .5 47.12 –2.72 .1815 VangdAWxUSSC VSS 2.2 107.68 –2.28 1.8275
FT EnhShtMat FTSM 1.9 59.62 +0.03 .201 CapitalGrpDivVal CGDV 1.3 24.33 –0.46 .1394 ProShUltSilver AGQ ... 23.39 –2.40 ... VangdFTSEDevMk VEA 2.8 44.00 –1.27 .4895
FT GlTactCommod FTGC 7.1 23.57 –0.17 2.5279 CapGrpGlbGrw CGGO .6 21.91 –0.74 .081 ProShUltDow30 UDOW .9 54.11 –5.37 .1821 VangdFTSE EM VWO 4.1 39.46 –1.25 .6347
FT LowDurOpp LMBS 2.3 47.60 –0.27 .135 CapitalGrpGrw CGGR .3 21.60 –0.74 .0469 Vanguard Total Stock ProShUltRus2000 URTY .2 44.99 –4.28 .1053
-2.73 VangdFTSE Europe VGK 3.0 59.42 –1.73 .3979
FT NasdCybersec CIBR .3 41.15 –0.75 .0954 CapGrpIntlFocus CGXU .9 21.77 –0.76 .1215 Market (VTI) ProShUltS&P500 UPRO .5 35.39 –3.15 .1361 VangdFTSE Pac VPL 2.7 65.62 –1.89 1.026
FTRisingDivAch RDVY 2.1 46.33 –1.29 .3756 CommSvsSPDR XLC 1.0 53.24 –2.11 .1177 ProShUltShDow30 SDOW .4 27.78 +2.42 .0972 VangdGrowth VUG .7 230.53 –7.78 .4483
FT SMID CapRising SDVY 2.1 28.55 –0.55 .2302 CnsmrDiscSelSector XLY .9 143.86 –6.71 .3658 ProShShtRus2000 SRTY .2 43.05 +3.55 .0895 VangdHiDiv VYM 3.0 107.54 –2.23 .9745
iShares Core MSCI ProShUltSh&P500 SPXU .4 15.16 +1.17 .0664
FT SrLoanFd FTSL 5.0 45.36 –0.34 .285 CnsStapleSelSector XLP 2.5 72.71 –0.97 .533 -2.75 VangdIntermBd BIV 2.4 74.24 –0.70 .1745
FT TCW Opp FIXD 3.3 43.96 –0.62 .14 DimenCoreFxIncm DFCF 2.7 41.45 –0.57 .1587 EAFE (IEFA) ProShUltBloomCrd SCO ... 25.27 –0.15 ... VangdLongTermBd BLV 4.0 73.30 –0.97 .2343
GlbXNasd100Cv QYLD 13.2 16.31 –0.37 .1673 DimenEmgCore DFAE 2.8 22.36 –0.67 .1603 ProShUltShBlmGas KOLD ... 58.05 –13.38 ... VangdMC VO 1.5 214.17 –6.39 1.1208
GlbX Robotics&AI BOTZ .2 23.24 –0.34 .0466 DimenEMCore2 DFEM 2.6 22.99 –0.62 .1501 iShares Core S&P ProShUltDow30 DXD .2 44.26 +2.61 .1073 VangdMC Val VOE 2.2 140.28 –3.75 1.1028
Granite1.5xLgCoin CONL ... 8.65 –1.62 ... DimenIntlCore DFAI 2.6 26.31 –0.69 .1332 -2.77 ProShUltShEur EPV .4 11.15 +0.65 .0419 VangdRealEst VNQ 3.8 85.71 –3.46 1.1635
DimenIntlValue DFIV 3.6 32.34 –0.71 .2946
Small Cap (IJR) ProShUltOil&Gas DUG .3 12.97 –0.12 .0352
InvscActMgdETC PDBC 13.6 14.15 –0.13 1.9283 VangdS&P500ETF VOO 1.6 364.23 –9.99 1.6717
InvscBS25CpBd BSCP 2.3 20.06 –0.12 .0477 DimenUSCore DFAU 1.3 28.22 –0.77 .1129 ProShUltShQQQ QID .2 21.43 +1.29 .038 VangdST Bond BSV 1.5 75.07 –0.36 .1283
InvscBS25HYCpBd BSJP 5.4 22.30 –0.19 .107 DimenUSCoreEq2 DFAC 1.4 25.40 –0.66 .1242 Vanguard FTSE ProShUltShRus2000 TWM .2 14.33 +0.81 .0288 VangdSC VB 1.4 197.13 –5.61 1.0092
-2.81 ProShUltShS&P500 SDS .4 43.05 +2.29 .159
InvscBS24CpBd BSCO 2.2 20.47 –0.09 .0451 DimenUSHiProf DUHP 1.1 24.49 –0.71 .1125 Developed Markets VangdTaxExemptBd VTEB 2.2 49.46 –0.13 .1122
InvscBS24HYCpBd BSJO 5.0 22.31 –0.18 .1029 DimenUSMktVal DFUV 1.7 34.45 –0.75 .1346 ProShUltraSh20+ TBT .4 31.56 +0.87 .1359 VangdTotalStk VTI 1.6 199.48 –5.60 .9305
InvscBS26CpBd BSCQ 2.7 18.83 –0.16 .0493 DimenUSSCValue DFSV .8 27.00 –0.69 .1048
(VEA) RealEstSectorSPDR XLRE 3.6 38.13 –1.48 .4207 VangdTotWrldStk VT 2.1 89.72 –2.56 .6381
InvscBS23CpBd BSCN 1.6 21.05 –0.02 .0391 DimenUSTargVal DFAT 1.2 47.72 –1.15 .175 Vanguard FTSE SPDRBlackSrLoan SRLN 5.8 41.73 –0.11 .25 VangdValue VTV 2.5 140.31 –3.09 1.0406
-3.07
InvscDWAEnerMom PXI 3.2 42.26 –0.32 .5976 DimenWorldexUS DFAX 3.2 22.55 –0.57 .1867 Emerging Markets SPDRBBCpBd SPBO 3.7 28.52 –0.25 .1125 VirtusInfrUSPfd PFFA 9.5 20.53 –0.59 .165
InvscHYEquDivAch PEY 4.2 20.68 –0.66 .0691 DirexCSIChinaInt CWEB ... 44.90 –7.71 ... (VWO) SPDRBlmCvSecs CWB 2.1 67.15 –1.16 .0636 WisdTrEMxSOE XSOE 2.5 27.01 –0.99 .225
InvscKBWBank KBWB 2.8 56.03 –1.43 .4071 DirexDJBear3X WEBS .3 25.47 +3.11 .062 SPDRBlmEMLocBd EBND 4.8 20.52 –0.37 .0942 WisdTrEM HiDiv DEM 8.3 37.11 –0.57 .4308
InvscNasd100 QQQM .8 120.05 –3.85 .2704 DirexDJBull3X WEBL ... 7.18 –1.03 ...
Invesco QQQ Trust SPDR Blm HY Bd JNK 6.1 90.98 –0.40 .4782 WisdTrFRTrea USFR 2.1 50.27 –0.13 .187
-3.09
Invsc1-30LadTrea PLW 2.0 28.71 –0.40 .0535 DirexEMBear3x EDZ ... 13.70 +1.36 ... (QQQ) SPDRBlmIntTrBd BWX 1.3 22.07 –0.48 .0314 WisdTrIndiaEarn EPI 6.2 31.50 –0.77 .0002
InvscQQQI QQQ .7 291.85 –9.31 .5186 DirexEnergyBr2 ERY ... 30.71 –0.04 ... SPDRBlmInvGrdFR FLRN 2.4 30.62 ... .1557 XtrksHarvCSI300 ASHR 1.1 28.94 –0.48 .3162
InvscVarRateInvt VRIG 2.7 24.93 –0.13 .11 DirexEnergyBl2 ERX 2.4 61.14 +0.21 .3298 Source: Barron’s Statistics SPDRBB1-10YTIPS TIPX 5.9 18.45 –0.11 .0263 XtrksMSCIHiDiv HDEF 5.3 22.42 –0.64 .0943
iShAsia50ETF AIA 2.0 58.35 –3.34 .95 DirexChinaBr3 YANG ... 11.65 +1.77 ... SPDRBbg1-3MTB BIL 1.7 91.69 +0.07 .336 XtrksMSCIEAFE DBEF 1.8 34.65 –0.48 .1397
iShBiotech IBB .3 126.41 –6.95 .1014 DirexChinaBl3 YINN 1.3 41.69 –8.00 .4561 SPDRBlmSTHYBd SJNK 5.9 24.58 –0.11 .1329 XtrksUSDHYCpBd HYLB 5.5 33.98 –0.16 .1791
February 27, 2023 BARRON’S 47

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. Pulling back: Cash came out of the fund industry, with the last month’s average weekly cash flow at
Association of Securities Dealers.
Total returns reflect both price equity funds turning a negative $630 million. Inflows at taxable-bond funds narrowed to $1.9 billion, while
changes and dividends; these Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. muni-bond fund inflows shrank to $220 million. Money-market funds also saw their flows reverse, to a
figures assume that all distribu- NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
tions are reinvested in the fund. LtdTEBdA 15.01 -0.07 0.0 -2.4 CorePlusBond 8.71 -0.09 0.4 -7.1 IntlCoreEq 14.17 -0.37 4.9 18.9
negative $1.6 billion.
Because Lipper is constantly up-
dating its database, these returns N PerA 49.82 -1.51 5.3 22.3 Intl Eq 11.32 -0.33 5.6 5.8 IntlREst 3.79 -0.08 2.2 -16.7
may differ from those previously NEcoA 45.83 -1.27 5.4 9.5 LargeCapGrowth 17.78 -0.58 4.0 23.1 IntlSustCore1 11.15 -0.32 4.9 14.0 Equity Funds Municipal Bond Funds
published or calculated by others. NwWrldA 68.45 -1.91 3.0 8.4 LargeCapValue 15.36 -0.34 2.3 37.3 IntlVal 18.85 -0.42 6.0 30.1
3 year returns are cumulative. The SmCpA 59.99 -1.62 6.9 14.2 MunicipalBond 9.72 -0.04 0.6 -3.4 IntlVectorEq 12.45 -0.30 5.2 21.5 1900 1600
NAV is the last reported closing STBFA 9.40 -0.04 -0.2 -2.2 S/MCapGrowth 12.56 -0.35 6.9 15.6 IntSmCo 18.17 -0.43 4.3 16.1
price for the week. Footnotes: NA: -3700 500
not available. NE: performance STTxExBdA 9.78 -0.04 -0.2 -1.5 S/MCapValue 13.17 -0.29 6.5 33.2 IntSmVa 19.81 -0.31 5.3 21.5
excluded by Lipper editor. NN: fund TECAA 16.24 -0.08 0.6 -5.2 Brown Advisory Funds: IntTermMuni 9.86 -0.04 -0.2 -2.2
not tracked. NS: fund not in TxExA 12.07 -0.06 0.6 -4.9 GrwthEquityInst22.54 -0.83 4.1 4.9 IntVaIII 16.23 -0.36 6.0 30.5 -9300 -600
existence for whole period. e: ex WshA 51.70 -1.36 -0.6 28.1 ITExQual 9.19 -0.10 0.7 -12.2
capital gains distributions. f:
previous day’s quote. n: no front- AMG Managers Funds: C LgCo 27.11 -0.74 3.7 29.0 -14900 -1700
or back-end sales charge. p: fund YachtmanFocFd I 18.58 -0.27 3.0 33.8 LgCpIntl 24.22 -0.67 4.7 17.3
assets are used to pay marketing YacktFocFd N n 18.65 -0.27 3.0 33.1 Calamos Funds: SclCrEqInst 13.08 -0.36 5.7 15.0 -20500 -2800
and distribution costs (12b-1 fees). MktNeutI 14.03 -0.05 2.0 7.5 STExQual 10.12 -0.03 0.4 -3.8
r: fund levies redemption fee or YacktmanFd I 21.80 -0.32 3.2 35.9 Dec Jan Feb Dec Jan Feb
back-end load. s: stock dividend or Angel Oak Funds Trst: Calvert Investments: STGov 9.82 0.00 0.5 -5.0
split of 25% or more. t: fund charges AglOkMtiStFdClIn 8.52 -0.02 0.7 -10.8 Eq A 66.37 -2.15 0.3 28.7 STMuniBd 10.06 0.00 0.2 0.3
12b-1 fees (for marketing and AQR Funds: Carillon Scout: US CoreEq1 31.13 -0.82 4.5 33.9 Money Market Funds Taxable Bond Funds
distribution) and a back-end load.
v: capital-gains distribution may be LgCapDefStyle I 24.87 -0.58 -0.5 18.3 MidCap I 20.08 -0.50 3.7 27.5 US CoreEq2 28.41 -0.74 4.6 36.3 24600 6900
a return of capital. x: ex cash CausewayInst : US Micro 24.69 -0.65 7.9 43.1
Ariel Investments:
dividend. US Small 41.75 -0.98 7.9 41.5 17500 3200
Ariel Inv n 68.81 -3.25 10.4 35.4 CausewayInst 17.33 -0.27 8.8 27.3 US SmCpVal 42.21 -1.01 7.4 60.6
Net YTD 3-Yr. Artisan Funds: CIBC Atlas:
NAV Chg. % Ret. % Ret.
US TgdVal 29.57 -0.69 8.0 59.5 10400 -500
GblOppInst 27.67 -1.08 4.8 14.9 DispEq Inst 24.45 -0.76 1.5 22.3 USLCpGr 26.01 -0.73 1.8 32.5
A Intl Inv n 25.00 -0.68 4.6 1.0 ClearBridge: USLgVa 42.60 -0.89 2.7 29.4
IntlInst 25.14 -0.68 4.6 1.7 AggressGrowthA101.20 -4.32 5.0 1.1 USLgVaIII 27.88 -0.59 2.7 29.7
3300 -4200
AAM: IntlVal Inst 40.99 -0.73 6.2 32.5 AllCapValueA 12.64 -0.26 3.8 25.9 USSoCoreEq2 20.48 -0.59 6.4 31.9
IntlVal Inv n 40.86 -0.72 6.2 31.6 AppreciationA 27.02 -0.67 0.5 25.5 USSustCoreI 31.75 -0.89 5.2 34.2
-3800 -7900
B&GIncGroClI 21.97 -0.48 -1.1 19.7
AB Funds: MidCapInst 36.70 -1.25 9.7 15.4 DividendStrat1 n 26.81 -0.49 0.3 28.0 USVectorEq 22.63 -0.52 6.1 39.0 Dec Jan Feb Dec Jan Feb
MidCapInv n 30.76 -1.04 9.7 14.6 DividendStratA 26.79 -0.49 0.2 27.0 Dodge & Cox:
CapFdInc.LCapGow 72.77 -2.47 4.2 26.3
LargeCapGrowthA 43.41 -1.21 8.6 13.7 Balanced n 96.11 -1.62 3.0 24.3 A red chart indicates a lower value than the starting period. Green means it's higher than the starting period.
IntlStraEquPtZ 11.14 -0.28 6.0 4.9 B LargeCapGrowthI50.56 -1.41 8.6 14.7 Dodge & Cox n 10.23 -0.09 1.5 1.7 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI
MuniIncmShares 10.92 -0.07 1.5 -2.4
AB Funds - A: SmallCapGrowthIS40.62 -1.31 8.8 23.8 GblStock n 13.27 -0.38 5.2 32.7
Baird Funds:
Cohen & Steers: Income n 12.32 -0.10 1.1 -4.5
LgCpGrA 64.76 -2.20 4.2 25.1 AggBdInst 9.60 -0.11 0.5 -9.5 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
RelatValA 5.97 -0.16 1.9 33.0 GlbRltyI 50.50 -1.60 4.3 -6.4 Intl Stk n 45.15 -1.20 4.7 18.9
CorBdInst 9.88 -0.11 0.6 -8.2 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
AB Funds - ADV: InstlRlty 44.47 -1.72 4.5 3.2 Stock n 223.61 -5.79 3.7 39.8
IntBdInst 10.05 -0.10 0.1 -5.0 LgCpVlIdxIstPrem n 15.06 -0.38 1.8 23.7 FF2035 n 13.03 -0.30 3.6 16.6 Fidel n 60.24 -1.93 3.3 25.6 STBF n 8.21 -0.03 0.3 -1.3
PrefSecIncnI 12.23 -0.07 4.6 -1.3 DoubleLine Funds:
GlbBd 6.76 -0.04 1.0 -9.4 ShtTBdInst 9.21 -0.05 0.3 -0.5 LTTrsBdIdxInstPr n 10.23 -0.15 1.3 -27.8 FF2040 n 9.26 -0.24 4.2 20.0 FltRateHi n 9.13 -0.01 2.8 9.9 StkSelSmCp n 30.34 -0.64 8.3 36.5
RltyIncI 15.90 -0.61 4.9 1.7 CoreFxdIncmI 9.27 -0.07 1.2 -9.3
HiIncmAdv 6.64 -0.03 2.8 -2.2 Baron Funds: MidCpInxInstPrem n 27.38 -0.79 5.6 25.6 FF2045 n 10.64 -0.28 4.2 20.1 FocsdStk n 24.14 -0.65 2.1 24.0 StkSlcACap n 58.46 -1.66 5.1 29.3
RltyShs n 61.07 -2.37 4.4 2.5 LowDurBdI 9.45 -0.02 1.1 0.3
IntlStraEquPtADV 11.12 -0.28 5.9 4.9 Asset n 89.96 -3.05 3.6 11.9 OTCK6Port 15.03 -0.49 6.9 30.6 FF2050 n 10.76 -0.28 4.2 20.1 FournOne n 48.83 -1.26 3.8 16.5 StratDivInc n 15.75 -0.24 2.5 21.9
Colorado BondShares: ShillerEnhCAPEI 12.65 -0.48 7.5 19.6
LgCpGrAdv 72.86 -2.47 4.2 26.0 Growth n 91.61 -2.92 7.8 24.1 RealEstIdxInst n 15.12 -0.60 4.1 -7.8 Free2055 n 12.47 -0.33 4.2 20.0 GNMA n 10.06 -0.11 0.3 -9.3 TaxFrB n 10.67 -0.06 0.9 -5.2
ColoradoBdShs 8.63 NA NA NA TotRetBdI 8.84 -0.08 1.1 -9.9
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

SelectUSLgShrt 12.24 -0.13 -0.4 16.9 Partners n 138.06 -6.27 23.8 89.0 SAIUSLgCpIndxFd 17.42 -0.48 3.6 29.1 Free2060InstPrem 14.26 -0.39 3.8 16.0 GovtInc n 9.10 -0.09 0.0 -11.5 TotalBond n 9.38 -0.08 1.1 -6.3
SmMidCpValAdv22.00 -0.58 8.6 34.5 Columbia Class A: TotRetBdN n 8.84 -0.07 1.1 -10.5 SeriesBondFd 8.86 -0.08 0.3 -10.3 Freedom2015 K 10.50 -0.17 2.0 5.5 GroCo n 24.46 -0.71 8.7 40.7 TotalBond K6 8.73 -0.07 1.1 -5.9
Baron Instl Shares:
Aberdeen Fds: BalancedA 41.61 -0.83 2.6 13.9 SeriesOverseas 11.51 -0.34 6.0 16.4 Freedom2020 K 13.07 -0.23 2.5 7.4 GroInc n 49.83 -1.03 4.7 39.6 Trend n 117.65 -3.82 9.3 25.9
AssetInst 95.03 -3.22 3.6 12.8 E
EmMktEqty Inst 12.65 -0.47 1.3 -3.5 ContCoreA 25.21 -0.67 3.8 27.4 SerLTTreBdIdx 5.91 -0.09 1.3 -27.9 Freedom2020K6 13.01 -0.23 2.5 7.7 GrowCoK 24.58 -0.71 8.7 41.0 Value n 13.49 -0.31 8.0 51.9
EmergingMktsInst 12.99 -0.47 -0.4 -7.7
Advisers Inv Trst: DisplCoreA 11.45 -0.31 4.7 28.5 Eaton Vance Class A: SmCpIdxInstPrem n 23.34 -0.70 7.6 20.8 Freedom2025 K 12.02 -0.24 2.7 9.1 GrStrt n 49.34 -1.58 5.7 18.4 ValueDisc n 34.82 -0.77 -0.9 33.7
GrowthInst 96.50 -3.07 7.8 25.1
DivIncA 28.63 -0.66 -1.0 28.3 STBdIdx InstPrem n 9.44 -0.05 -0.1 -3.5 Freedom2025K6 11.98 -0.24 2.7 9.6 GwthDiscovery n 42.69 -1.00 4.6 34.6 Wrldw n 25.89 -0.74 3.0 18.9
Balanced n 79.66 -1.73 0.4 23.4 PartnersInst 143.44 -6.51 23.8 90.4 TMG1.1 77.26 -1.97 3.8 27.7
DivOpptyA 34.83 -0.71 0.0 28.9 STTreIdx InstPre n 9.81 -0.05 -0.2 -4.2 Freedom2030 K 15.07 -0.31 3.1 12.0 HighInc n 7.34 -0.01 1.6 -4.5 Fidelity SAI:
Growth n 96.71 -2.72 0.5 35.0 SmallCapInst 29.43 -0.73 11.1 19.1 Eaton Vance Class I:
LgCpGrowA 43.53 -1.27 4.9 19.5 TMktIdxInstPrem n 110.67 -3.08 4.4 27.2 Freedom2030K6 15.01 -0.31 3.1 12.4 IntBd n 9.86 -0.07 0.4 -5.2 FidSAIEmgMktIndx 12.36 -0.41 1.4 -1.7
Akre Funds: Bernstein Fds: AtlCpSMID 35.00 -0.91 2.5 28.9
LgCpVl A 14.92 -0.31 0.5 27.2 TotalMarketIndex n 13.94 -0.39 4.4 28.0 Freedom2035 K 13.02 -0.30 3.6 16.9 IntlDisc n 40.78 -1.31 2.8 8.2 FidSAIIntlIndxFd 12.31 -0.35 4.8 14.0
AkreFocusInst 49.40 -1.94 2.8 12.0 DivrMuni n 13.67 -0.04 0.6 -1.9 LiGoBalA 10.05 -0.21 2.3 7.1 FltgRt 8.34 -0.02 3.1 7.1 TtlIntIdxInstPr n 12.15 -0.34 3.8 10.4 Freedom2035K6 12.98 -0.30 3.7 17.4 IntlEnhIdx n 9.79 -0.27 4.6 13.6 IntlValIdx 8.83 -0.24 6.1 18.4
AkreFocusRtl 47.61 -1.87 2.7 11.1 IntmDur n 11.25 -0.11 0.4 -10.6 SelgComuInfoA 90.07 -2.83 10.2 52.0 GblMacAbR 8.27 0.02 2.1 6.4 USBdIdxInstPrem n 10.17 -0.09 0.3 -10.3 Freedom2040 K 9.26 -0.24 4.0 20.3 IntlGrRet n 16.61 -0.53 4.3 10.3 LowDurationInc 9.95 0.00 0.9 NS
AmanaGrowth n: BlackRock Funds: TaxEA 11.55 -0.06 0.8 -8.9 IncBos 4.92 -0.02 1.9 4.1 USSusIdx n 17.29 -0.47 3.8 27.0 Freedom2040K6 9.22 -0.23 4.2 20.9 IntlSmCap n 28.37 -0.40 6.1 18.6 SAIEmgMktLoVolIx 9.88 -0.15 1.0 10.4
AmanaGrowth n 58.29 -1.90 1.9 42.9 CoreBd Inst 8.25 -0.08 0.9 -9.7 Columbia Class Adv: NatlMuniInc 9.07 -0.04 0.9 -4.9 Fidelity Adv Focus A: Freedom2045 K 10.63 -0.28 4.2 20.4 IntMu n 9.90 -0.04 0.3 -2.8 SAIInflaFocFd 9.21 -0.12 -5.9 48.4
Amer Beacon Insti: HiYBlk 6.72 -0.02 2.2 2.3 DivIncom 29.21 -0.67 -0.9 29.2 Edgewood Growth Instituti: HthCarA 57.35 -1.69 -0.8 17.3 Freedom2045K6 10.58 -0.28 4.2 21.0 InvGB n 7.08 -0.07 0.8 -7.5 ShortTermBd 9.47 -0.04 0.2 NS
HiYldBd Inst 6.72 -0.01 2.2 2.1 EdgewoodGrInst 33.34 -1.27 6.5 8.7
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

SmCpInst 24.28 -0.63 8.2 42.0 Columbia Class C: TechA 70.78 -1.88 13.9 44.3 Freedom2050 K 10.76 -0.28 4.3 20.5 InvGrBd 9.88 -0.09 0.9 -6.2 TotalBd 8.87 -0.08 1.1 -6.2
American Century G: InflProtBdInst 9.80 -0.08 0.5 2.7 Fidelity Advisor: Freedom2050K6 10.73 -0.28 4.3 21.0 LargeCap n 39.61 -0.85 5.4 37.9
DivInc 27.62 -0.64 -1.1 25.4 TxFreeBd 9.74 -0.05 0.8 -5.7
LowDurI Inst 8.86 -0.03 0.4 -2.0 F Freedom2055 K 12.48 -0.32 4.3 20.5 LCapCrEIdx n 18.40 -0.50 3.0 32.5
GlBond 8.45 -0.05 1.2 -9.3 Columbia Class I: SrsAdvIntlCapApp25.04 -0.72 7.1 8.7 U.S.TreBdIdx 8.63 -0.07 0.1 -11.2
Sustain Equity 40.06 -1.07 3.3 30.1 BlackRock Funds A: Freedom2055K6 12.45 -0.32 4.3 21.1 LCapGrEIdx n 24.30 -0.66 6.1 33.2
Acorn I 9.82 -0.27 9.5 2.3 FAM Value: StragInc n 10.96 -0.06 1.3 -0.7 USValueIndex 11.09 -0.29 4.8 32.3
American Century I: AdvLgCapCore 15.87 -0.46 4.2 26.1 TotBdFdClZ 9.37 -0.08 1.1 -6.0 Idx2020InsPre 14.41 -0.26 2.2 4.7 LevCoSt n 33.41 -0.74 7.0 32.0 Fidelity Selects:
Balanced I 41.51 -0.83 2.7 14.7 FAMValue n 85.04 -2.84 3.1 17.3
EqInc 8.84 -0.14 0.8 18.4 CapAppr 24.07 -0.68 8.2 8.3 Fidelity Advisor A: Idx2025InsPre 16.31 -0.32 2.5 6.3 LgCpVHIdx n 14.50 -0.33 1.2 29.7
ContCore I 25.50 -0.68 3.9 28.4 Federated Hermes A: Biotech n 15.77 -0.81 -3.1 -1.4
EqtyDivd 18.79 -0.48 3.2 27.8 Idx2030InsPre 17.26 -0.37 2.7 8.6 LmtTrmMuniIncm n 10.11 -0.04 -0.2 -2.3
Growth 39.00 -1.18 6.6 23.6 DivIncom I 28.67 -0.66 -0.9 29.3 BalancA 22.91 -0.44 3.7 19.9 DfAero n 15.98 -0.29 2.8 4.6
GlblAlloc 16.86 -0.19 2.4 10.6 StrValDivA p 5.76 -0.11 -0.1 22.3 Idx2035InsPre 19.33 -0.46 3.3 12.9 LowP n 47.62 -0.57 3.1 40.2
IntTF 10.64 -0.05 0.5 -3.0 LgCpIdx I 46.31 -1.27 3.6 28.5 EqGrA p/r 13.27 -0.31 4.5 33.5 Energy n 55.43 0.62 -1.2 101.5
HlthScOp 62.63 -1.79 -4.6 20.6 Federated Hermes Int: Idx2040InsPre 19.66 -0.52 3.7 16.0 LowPriStkK 47.55 -0.58 3.1 40.5
MdCapVal 16.02 -0.33 3.7 31.7 SelComunInfo 104.30 -3.27 10.2 53.2 GrOppA 96.31 -2.64 8.9 19.5 Gold n 21.40 -0.88 -4.6 -12.9
MdCpGrA 27.63 -0.98 8.2 6.0 InsHiYld 8.39 -0.02 1.9 0.3 NwInsghtA 26.26 -0.61 4.5 14.6 Idx2045InsPre 20.44 -0.55 3.8 16.1 LowPriStkK6 14.49 -0.17 3.1 41.0
SmCapVal 10.13 -0.23 10.8 49.7 SelLCVal 31.56 -0.66 1.0 41.2 Health n 27.43 -0.80 -0.7 20.9
MultiAstIncome 9.70 -0.14 2.4 2.0 TtlRtnBdI 9.43 -0.09 0.1 -6.1 StrInA 10.80 -0.06 1.2 -1.6 Idx2050InsPre 20.47 -0.56 3.8 16.1 LtdTmBdFd n 10.82 -0.05 0.5 -3.1
American Century Inv: StratInc I 20.65 -0.24 1.4 -2.0 HlthCareSrvPt r n 127.26 -3.62 -3.6 38.6
NatlMuni 9.97 -0.06 0.8 -6.5 Federated Hermes IS: Fidelity Advisor Fun: Idx2055InsPre 16.85 -0.45 3.8 16.1 Magin n 11.18 -0.27 4.6 19.8
DiscCoreVal n 31.52 -0.72 2.8 25.8 Columbia Class I2: ITSvs n 55.26 -1.11 5.2 -5.3
ScTechOppA 37.84 -1.15 10.7 18.5 KaufmnSCI 43.98 -1.61 5.8 3.0 Idx2020 Premier 14.40 -0.27 2.2 NS MAMun n 11.13 -0.05 0.2 -5.9
EqGro n 22.78 -0.60 3.1 16.0 DivIncom 29.18 -0.67 -0.9 29.4 InterDiscZ 40.58 -1.29 2.9 8.6 MdTchDevis n 61.88 -1.61 0.5 21.2
TotRet 9.92 -0.10 0.9 -9.6 StraValDivIS 5.80 -0.12 -0.1 23.2 Idx2025 Premier 16.30 -0.32 2.5 NS Manager40 n 11.63 -0.19 2.0 6.7
EqInc n 8.83 -0.13 0.8 17.7 Columbia Class I3: Fidelity Advisor I: Retail n 16.70 -0.67 5.1 24.9
BlackRock Funds III: UltraShortI 9.01 0.00 1.0 2.0 Idx2030 Premier 17.26 -0.36 2.7 NS Manager60 n 13.33 -0.29 2.8 11.4
Grwth n 37.86 -1.15 6.6 22.9 BalancI 23.51 -0.45 3.8 20.9 Semiconductors r n 18.39 -0.11 25.9 91.8
iShS&P500IdxK466.42-12.75 3.7 29.1 ContCore I3 26.17 -0.70 3.8 28.8 Federated Hermes R: Idx2035 Premier 19.33 -0.46 3.3 NS MidCap n 39.14 -0.73 4.5 40.3
Heritage n 19.67 -0.66 7.6 19.0 ConsvIncmMuni I 9.97 0.00 0.3 1.3 Softwr n 20.96 -0.67 6.6 21.0
iShUSAggBdIdxK 8.90 -0.08 0.5 -10.2 DivIncom 29.23 -0.67 -0.9 29.7 Idx2040 Premier 19.66 -0.52 3.7 NS MidCapEnIdx n 16.28 -0.42 5.4 30.6
MdCapVal n 16.00 -0.33 3.7 31.0 KaufmnR 4.69 -0.17 0.4 -11.6 EqGrI 15.35 -0.35 4.6 34.6 Tech n 20.37 -0.52 14.2 37.2
BlackRock Funds Inst: Credit Suisse Common: Idx2045 Premier20.44 -0.55 3.8 NS MidCapStkK 39.19 -0.73 4.5 40.7
OneChMod n 13.25 -0.29 2.9 11.8 Federated Hermes R6: FAInvGrdI 7.09 -0.07 0.8 -7.6 UtilGr n 99.65 -2.66 -5.6 10.7
ComdtyRet 23.67 -0.22 -5.9 49.1 Idx2050 Premier20.47 -0.55 3.8 NS MuniInc n 11.92 -0.06 0.8 -5.5
Select n 80.68 -2.58 7.1 23.9 AdvLgCapCore 16.78 -0.49 4.2 27.0 FedInstHYBondL 8.40 -0.01 2.0 0.3 FltRatel 9.12 -0.01 2.7 9.8 Fidelity Series:
Idx 2055 Premier 16.84 -0.45 3.8 NS NASDAQ n 143.78 -4.94 9.0 26.7
Ultra n 59.16 -2.05 7.3 27.7 CAInsMun 11.78 -0.04 0.8 -3.3 StrValL 5.80 -0.12 -0.1 23.3 GrOppI 106.61 -2.92 9.0 20.4 Canada 13.63 -0.32 3.8 30.9
D Income n 10.05 -0.11 1.2 0.1 NewInsights Z 27.53 -0.63 4.5 15.9
American Century R6: EmgMkts 22.84 -0.89 2.6 -1.4 TtlRtnBdL 9.43 -0.09 0.1 -6.1 HthCarI 63.66 -1.87 -0.7 18.2 IntMuni Z 9.92 -0.04 0.4 -2.6
Fidelity Invest: NewMill n 41.30 -0.91 4.4 37.4
MdCapVal 16.02 -0.33 3.8 32.3 EqtyDivd 18.88 -0.48 3.3 28.7 Davis Funds A: Fidelity: IntlGr 16.57 -0.53 4.3 10.3 FidelityAdviAsset:
FloRateIncPorIns 9.55 -0.03 2.8 9.0 AggrInt n 22.35 -0.64 7.1 8.8 NewMkt n 11.55 -0.01 1.1 -13.9
SmCpVal 10.13 -0.23 10.8 50.4 NYVen A n 23.83 -0.73 7.4 12.8 500IdxInstPrem n 138.00 -3.77 3.7 29.1 MuniIncI 9.92 -0.04 0.4 -3.0 OTC n 13.69 -0.44 6.7 29.0 ADVAssetMan60 13.32 -0.28 2.7 11.6
GlblAlloc 17.04 -0.19 2.5 11.5 AilSectEq 9.21 -0.21 5.5 36.6
American Funds Cl A: Davis Funds C & Y: BalancedK6 12.27 -0.24 3.8 22.2 NwInsghtI 27.42 -0.63 4.5 15.5 OTC K 14.00 -0.45 6.8 29.4 First Eagle Funds:
HiEqInc 27.89 -0.68 3.6 30.9 AMgr20% n 12.85 -0.14 1.1 1.2
2020TarRetA 12.24 -0.20 0.6 8.6 Contrafund K6 17.66 -0.41 5.0 20.8 REIncmInst 11.52 -0.17 3.8 1.4 Ovrse n 53.48 -1.61 5.8 13.1 GlbA 59.78 -1.16 3.1 21.0
HlthScOp 66.85 -1.90 -4.5 21.5 NYVenY 24.74 -0.76 7.5 13.7 AMgr50% n 18.12 -0.34 2.3 8.9
2025TarRetA 13.60 -0.23 1.0 10.7 EmgMktIdxInstPre n 9.56 -0.32 1.4 -1.3 StrInI 10.96 -0.06 1.3 -0.9 PuritanK 21.01 -0.39 2.6 19.7 OverseasA 23.06 -0.40 2.7 10.3
MdCpGrEq 32.50 -1.16 8.2 6.8 Del Invest Instl: AMgr70% n 23.22 -0.55 3.2 14.6
2030TarRetA 14.77 -0.29 1.7 12.6 ExtMktIdxInstPre n 68.48 -2.07 8.7 17.6 Total Bd 9.37 -0.08 1.1 -6.4 Puritn n 21.03 -0.39 2.6 19.4 FPA Funds:
MultiAstIncome 9.71 -0.14 2.4 2.8 Value 18.33 -0.45 -0.5 22.8 AMgr85% n 21.43 -0.59 3.7 18.5
2035TarRetA 15.81 -0.34 2.3 15.9 FidAdAsset 12.84 -0.14 1.0 1.3 Fidelity Advisor M: RealE n 39.14 -1.41 4.8 -1.4
NatlMuni 9.96 -0.06 0.8 -5.8 Deutsche DWS: AstMgr30R n 10.91 -0.15 1.6 3.7 NwInc n 9.51 -0.02 0.8 0.2
2040TarRetA 16.36 -0.40 2.8 17.4 FidAdEm 32.72 -1.18 4.3 NS Balanced 23.27 -0.45 3.7 19.1 Balanc n 23.79 -0.46 3.8 21.1 RealEstInc n 11.57 -0.18 3.8 1.4 FPA Funds Trust:
ScTechOppInst 41.63 -1.26 10.8 19.4 CoreEq n 27.00 -0.65 3.8 26.8 EqGr 12.80 -0.30 4.4 32.6
2045TarRetA 16.69 -0.41 3.0 17.6 FidSAI 8.56 -0.01 1.7 NS BalancedK 23.79 -0.46 3.8 21.4 SAIIntlMinVolInd 9.93 -0.16 1.0 -2.1
StratIncOpptyIns 9.24 -0.04 1.1 1.7 Diamond Hill Funds: GrOppM 94.78 -2.60 8.9 18.7 FPACres Inst n 34.81 -0.81 4.4 23.4
2050TarRetA 16.33 -0.41 3.1 17.1 FidSAIEmerg 11.15 -0.25 2.8 NS BluCh n 124.90 -3.71 11.1 30.1 SAILTTreBdIdx 7.68 -0.11 1.5 -29.3
StratMuniOppI 10.38 -0.05 0.8 -7.0 LgCapI 29.67 -0.89 2.2 25.5 NwInsghtM 24.52 -0.57 4.4 13.8 Franklin A1:
AmcpA 31.82 -0.95 5.8 12.7 FidSer5 7.72 -0.10 0.3 NS BluChpGr K6 19.25 -0.57 11.3 32.4 SAIUSMinVolIndFd 16.47 -0.38 -0.5 16.9
TotRet 9.91 -0.10 0.9 -8.9 LgCapY 29.69 -0.89 2.2 25.8 Fidelity Advisor Z: CA TF A1 6.72 -0.04 0.4 -6.9
AMutlA 48.35 -0.89 -0.2 26.0 FidSer0-5 9.30 -0.03 0.2 NS BluChpGrK 125.48 -3.73 11.1 30.5 SAIUSQtyIdx 15.60 -0.47 1.9 28.2
BNY Mellon Funds: LongShortI 25.88 -0.37 3.7 17.8 Fed TF A1 10.57 -0.05 1.0 -6.1
BondA 11.33 -0.12 0.0 -6.8 FIDSerEmgMkt 7.93 -0.30 2.5 -6.9 AssetManager50% 18.06 -0.35 2.3 9.2 CAMun n 11.88 -0.06 0.6 -5.1 SCValueI 19.22 -0.43 8.3 49.2
BalA 28.92 -0.58 0.6 13.0 Aprec n 36.59 -0.98 1.1 30.0 Dimensional Fds: FidSerInt 8.47 -0.04 0.7 NS AsstMngr70 23.18 -0.55 3.1 14.9 SmCapDisc n 25.08 -0.69 9.3 39.6 HiInc A1 1.63 -0.01 2.3 3.6
CapAp n 33.27 -0.75 4.3 32.8
CapIBA 63.37 -1.15 0.6 12.4 Dr500In n 45.19 -1.23 3.6 27.3 2TGlFxd 9.55 -0.01 0.4 -2.0 FidSerToMarket 13.19 -0.37 4.4 27.2 CorporateBond 10.12 -0.11 1.3 -10.5 SmlCapO n 12.66 -0.26 8.5 31.4 HY TF A1 8.67 -0.07 0.8 -6.4
CapDevO n 18.22 -0.40 5.5 37.7
CapWA 15.91 -0.31 -1.3 -15.8 Dreyf n 13.62 -0.24 4.0 35.6 5GlbFxdInc 9.88 -0.01 0.5 -6.2 FIDZroExtMktIx n 11.29 -0.32 7.3 26.8 FloatRateHighInc 9.12 -0.02 2.7 10.0 SmlCpGrth n 25.57 -0.58 8.1 19.5 IncomeA1 2.29 -0.03 1.8 18.3
CnvSc n 31.14 -0.37 4.6 36.2
CapWGrA 52.96 -1.49 2.7 15.8 DreyMid r Inv n 28.46 -0.72 7.1 32.6 DFARlEst 38.00 -1.46 3.7 -1.3 FIDZroLgCpIx n 13.93 -0.38 4.0 28.1 GovtIncome 9.12 -0.09 0.0 -11.2 SmlCpGrth K6 13.65 -0.31 8.1 20.9 NY TF A1 9.73 -0.05 0.8 -8.2
Contra n 12.52 -0.29 5.1 20.7
EupacA 51.16 -1.57 4.3 7.8 GlFxIncI 18.95 -0.09 1.0 -4.6 EmgMkt 25.81 -0.67 2.4 7.3 Flex 500 Index 16.96 -0.46 3.7 29.2 GrOpp 108.01 -2.96 9.0 20.9 SmlCpGrth Z 25.82 -0.60 8.1 19.9 US Gov A1 5.06 -0.06 0.1 -9.9
ContraK 12.56 -0.30 5.0 20.9
FdInvA 62.17 -1.68 3.2 22.2 InstS&PStkIdx I54.84 -1.51 3.6 28.4 EmgMktSoCoEq 13.02 -0.30 3.2 6.9 FlexIntIdx 11.64 -0.34 3.7 10.0 InvestGradeBd 7.10 -0.06 0.9 -7.2 SmlCpVal n 19.22 -0.44 8.3 49.3 Utils A1 20.74 -0.44 -3.8 6.0
CpInc n 9.17 -0.03 2.4 12.7
GBalA 32.82 -0.74 1.0 6.0 IntlStkI 21.49 -0.63 4.8 13.0 EmgMktVa 27.04 -0.48 2.2 16.9 FlexUSBdIdx 8.96 -0.08 0.3 -10.4 NewMktsIncFdZ 11.55 -0.01 1.1 -13.7 DisEq n 47.42 -1.42 3.8 20.3 Srs1000ValIndRet 14.04 -0.35 1.8 24.0 Franklin Templeton:
GovtA 12.18 -0.11 -0.4 -6.0 IntlStkY 21.22 -0.62 4.8 13.1 EmMktCorEq 20.75 -0.45 3.0 12.1 Freedom2060K 11.47 -0.30 4.2 20.4 RE Income 11.52 -0.17 3.9 1.8 DivGth n 29.15 -0.80 0.3 21.5 SrsBlChGroRetail n 11.07 -0.33 10.9 33.2 TgtModA 13.33 NA NA NA
GwthA 52.88 -1.64 6.8 19.1 SmMidCpGrI 24.34 -0.74 6.9 7.4 EmMktSmCp 20.84 -0.27 3.0 21.8 GlexUSIdxInstPre n 13.02 -0.38 3.7 9.9 StkSelAllCap 58.06 -1.64 5.1 29.6 DivIntl n 38.14 -1.09 4.6 9.7 SrsCommStrt 99.22 -0.82 -5.8 44.0 FrankTemp/Frank Adv:
HI TrA 9.11 -0.03 1.5 6.0 StrgVal I 39.20 -0.78 1.3 51.6 Fixd 10.08 0.00 0.5 -0.6 GrowthCompanyK6 16.64 -0.50 8.1 42.8 Fidelity Freedom: DivIntl K6 12.27 -0.34 4.6 11.2 SrsEmrgMkt 15.96 -0.64 2.2 -3.0 CA TF Adv 6.71 -0.03 0.4 -6.6
HiInMuniA 14.50 -0.11 1.2 -4.5 BNY Mellon Funds Tru: GblAll60 40Inst 19.08 -0.33 2.9 16.2 InflPrBdIndInsPr n 9.03 -0.08 0.1 0.5 DivIntlK 38.06 -1.08 4.6 10.1 SrsGlobal 12.81 -0.38 3.7 9.9 CvtScAdv 19.86 -0.40 3.1 33.0
FF2010 n 12.96 -0.18 1.6 3.3
ICAA 42.44 -1.05 2.9 26.5 MCMultiStrM 16.72 -0.47 5.5 24.9 GlEqInst 27.53 -0.71 4.5 28.5 IntlIdxInstPrem n 43.15 -1.24 4.8 14.2 FF2015 n 10.51 -0.17 2.0 5.3 DivStkO n 26.67 -0.66 3.5 33.7 SrsIntlGrw 14.91 -0.49 4.6 13.7 Dynat Adv 105.53 -2.51 9.3 10.4
IncoA 22.67 -0.37 0.2 16.9 NtlIntmMuni 12.75 -0.05 0.6 -3.8 GlRESec 10.01 -0.32 3.1 -7.3 IntlIndex n 10.18 -0.30 3.8 10.5 FF2020 n 13.07 -0.24 2.4 7.1 EmrMkt n 32.76 -1.17 4.3 4.9 SrsGroCoRetail 14.85 -0.44 7.8 46.3 Growth Adv 106.87 -3.18 3.8 22.6
IntBdA 12.37 -0.09 -0.2 -3.3 Bridge Builder Trust: InfProtSec 10.82 -0.11 0.0 0.4 IntrTresBdIxPrem n 9.52 -0.10 -0.3 -11.3 FF2025 n 12.04 -0.23 2.7 8.9 Eq Inc n 64.16 -1.26 0.7 29.5 SrsIntlSmCp 15.57 -0.34 4.9 16.3 IncomeAdv 2.27 -0.03 1.8 19.0
IntlGrIncA 33.40 -0.80 4.8 10.7 CoreBond 8.84 -0.08 0.5 -8.6 IntGvFxdInc 10.80 -0.11 -0.2 -11.8 LgCpGwId InstPre n 22.20 -0.67 6.6 29.5 FF2030 n 15.07 -0.32 3.0 11.6 EqDivIncm n 26.53 -0.58 3.6 31.9 SrsIntlVal 10.46 -0.30 4.3 26.3 RisDv Adv 82.96 -1.70 0.6 33.2
48 BARRON’S February 27, 2023

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.
SmCpValAdv 56.95 -0.98 6.8 34.4 DiscFdA p 76.37 -1.63 6.7 20.5 ValAdv L 35.51 -0.77 2.2 29.7 SharesZ 24.21 -0.57 5.9 17.0 CommdtyRR 4.60 NA NA NA Royce Funds: S&PIdx n 50.67 -1.41 3.7 28.3 STIGrade n 9.93 -0.06 0.2 -2.5
Utils Adv 20.96 -0.44 -3.8 6.5 DisMdCpGrA 21.40 -0.58 2.7 13.2 JPMorgan L Class: ComPLUSStrtgyFd 6.61 NA NA NA PAMut I nr 8.28 -0.25 8.8 30.9 TarRet2040 n 11.04 -0.25 3.1 12.6 StratgcEq n 32.98 -0.83 7.8 39.9
FrankTemp/Franklin A: DivIncm p 24.32 -0.55 0.2 22.6 Fl EmMktEq L 28.86 -1.15 2.5 -4.2 N Income 10.43 NA NA NA Russell Funds S: StrSmCpEqInv n 34.38 -0.93 8.7 40.6
BAL A 12.09 -0.21 0.7 14.1 DivrsDiv p 17.66 -0.40 0.8 21.4 MdCpVal L 35.77 -0.90 4.3 28.3 IntlBdUSH 9.43 NA NA NA V TgtRe2020 n 25.86 -0.43 2.0 5.8
Natixis Funds: StratBd 9.21 NA NA NA
DynaTech A 101.21 -2.42 9.3 9.5 EqIncA 10.02 -0.19 2.0 24.8 JPMorgan R Class: InvstGrCrBd 8.76 NA NA NA TgtRe2025 n 17.09 -0.32 2.5 7.6
TaxExBd 21.66 NA NA NA VALIC:
EqIn A 28.29 -0.58 0.7 25.9 EqWtdA p 66.33 -1.87 3.9 34.6 InvGradeBdY 9.64 -0.11 0.5 -3.0 LowDurInc 7.83 NA NA NA TgtRe2030 n 32.24 -0.68 2.8 9.8
CoreBond 10.14 -0.11 0.8 -8.0 TxMngUSLgCp 59.74 NA NA NA IntlEq 7.34 -0.20 4.6 12.6
FoundFAlA 12.82 -0.23 1.6 5.1 GblStrIncmA p 3.08 -0.03 1.6 -11.0 LSGrowthY 18.05 -0.56 10.9 23.5 ShtTm 9.50 0.01 1.0 2.5 TgtRe2035 n 19.94 -0.45 3.0 12.2
CorePlusBd 7.14 -0.08 0.9 -7.9 MidCpIdx 27.54 -0.69 7.2 33.2
GrOp A 36.52 -1.15 5.0 7.0 GlbOppA p 45.82 -2.30 5.8 -9.9 Neuberger Berman Fds: TotRt 8.52 NA NA NA S TgtRe2040 n 35.11 -0.85 3.3 14.7
HighYld r 6.20 -0.05 2.1 0.4 SciTech 21.43 -0.64 10.5 13.7
Growth A 105.99 -3.16 3.7 21.6 GrIncA 21.14 -0.51 3.0 33.7 GenesInst 58.44 -1.62 7.3 28.7 PIMCO Funds Instl: TgtRe2045 n 23.63 -0.60 3.5 17.3
MtgBckd 9.96 -0.10 0.8 -6.3 StckIdx 46.09 -1.26 3.6 28.0
LwDuToRt A 8.78 -0.03 0.5 -1.0 HYMuA 8.55 -0.08 0.8 -8.4 IntrinsicValInst 19.34 -0.59 8.7 40.3 ComPLUSStrtgyFd 6.71 NA NA NA Schwab Funds: TgtRe2050 n 39.19 -1.03 3.7 17.7
ShtDurBnd 10.47 -0.06 0.5 0.6 VANGUARD ADMIRAL:
RisDv A 83.05 -1.70 0.6 32.2 IntTMIA p 10.25 -0.05 0.8 -4.9 LCVal Inst 42.63 -0.91 -1.0 49.1 DynamicBd 9.57 NA NA NA 1000 Inv nr 86.41 NA NA NA TgtRe2060 n 40.27 -1.05 3.7 17.7
USRechEnhEq 30.38 -0.82 4.1 33.4
SmCpVal A 53.21 -0.91 6.8 33.4 InvGloblFdA 78.13 -3.43 5.1 8.6 LgShInst 15.70 -0.16 0.8 14.7 IncomeFd 10.43 NA NA NA CoreEq n 17.45 NA NA NA 400MCpIdxInst349.96 -8.74 7.2 34.3 TgtRet2055 n 43.72 -1.15 3.7 17.6
JPMorgPrm:
SmMCpGrA 29.68 -0.88 7.5 17.0 LmtdTrmMunInc p 10.94 -0.03 0.2 -0.3 StrIncInst 9.55 -0.08 2.0 0.1 InflRespMulAsset 7.54 NA NA NA FunIntlLgInst nr 9.69 NA NA NA 500Adml n 367.06-10.03 3.7 29.1 TgtRetInc n 12.43 -0.16 1.6 1.5
MnStFndA 45.22 -1.27 4.2 21.1 USEquity L 17.82 -0.45 4.1 34.9 Pioneer Funds A: BalAdml n 40.73 -0.83 2.7 11.9
StrInc A 8.08 -0.07 1.4 -5.7 Neuberger Berman Inv: FunUSLgInst nr 21.70 NA NA NA USGro n 42.29 -1.73 8.1 9.6
TtlRtn A 8.22 -0.07 0.9 -11.1 MnStSmCpA p 24.55 -0.60 5.2 22.4 CoreEqA 18.85 -0.49 4.3 30.9 CAITAdml n 11.13 -0.05 0.4 -3.2 WellsI n 24.47 -0.36 0.0 5.1
L Genes n 58.33 -1.63 7.3 28.1 InflProSel n 10.25 NA NA NA
FrankTemp/Franklin C: ModInvA 9.87 -0.19 3.0 6.3 Guard n 20.15 -0.58 5.1 30.4 DiscGrA 13.46 -0.34 6.1 36.1 IntI Sel nr 21.02 NA NA NA CALTAdml n 11.12 -0.06 0.5 -5.4 Welltn n 38.64 -0.86 0.6 13.0
MunInA 11.75 -0.07 0.9 -7.5 Laudus Funds: LCVal n 42.69 -0.91 -1.0 48.4 PioFdA 30.06 -0.98 2.7 31.8 S&P Sel n 61.56 NA NA NA CapOpAdml nr 151.54 -5.29 3.7 28.1 Wndsr n 21.16 -0.50 4.4 43.7
Income C 2.33 -0.03 1.7 16.7
RchHiYldMuniA 6.73 -0.05 1.4 -5.9 Neuberger Berman Tr: Pioneer Funds Y: SmCp Sel nr 30.63 NA NA NA DivAppIdxAdm n 41.30 -1.04 0.2 27.7 WndsrII n 38.57 -1.01 3.4 35.1
FrankTemp/Franklin R: USLgCpGr nr 18.73 NA NA NA
RisingDivA 21.50 -0.51 1.8 26.9 BondY 8.13 -0.08 1.5 -6.9 TSM Sel nr 68.78 NA NA NA EMAdmr n 32.80 -0.96 1.2 2.4 VANGUARD INDEX FDS:
FrkDynTchR6 107.02 -2.55 9.4 10.7 Lazard Instl: GenesisFdR6 58.40 -1.62 7.3 29.1
RochAMTFrMuni 6.79 -0.04 1.0 -5.3 StratIncY p p 9.20 -0.08 1.9 -3.7 USSmCoIdx nr 15.37 NA NA NA EnergyAd nr 58.86 0.28 -2.9 96.2
FrkGrthR6 106.79 -3.17 3.8 22.9 EmgMktEq 15.43 -0.14 5.9 3.5 Nicholas Group: 500 367.06-10.04 3.6 28.7
RochLmtTrNYMuni p 2.77 -0.01 0.4 -3.4 Price Funds: EnergyAdml nr 85.22 -0.32 -0.5 23.2
FrkIncR6 2.28 -0.03 1.9 19.6 GlbLstInfr 14.58 -0.24 2.7 12.5 Nich n 72.48 -1.87 4.6 27.3 SEI Portfolios: EmgMktInstPl 82.96 -2.44 1.2 2.6
RoMu A p 14.74 -0.08 1.3 -6.4 EqIncAdml n 84.22 -1.90 -0.5 31.7
FrkRisDivR6 82.95 -1.70 0.6 33.5 IntStrtEq r 13.95 -0.30 3.9 5.4 Northern Funds: 2050RetFd n 15.19 -0.40 3.9 18.3 CoreFxIn F 9.46 -0.10 0.5 -11.1 ExtndIstPl 270.34 -8.15 8.6 17.7
SenFltRtA 6.61 -0.02 2.6 7.5 EuropeAdml n 74.03 -2.32 6.5 16.3
FrkSmCpGrR6 20.65 -0.45 12.0 10.9 USEQ Concen Inst 15.64 -0.51 5.1 14.2 Balnanced n 22.82 -0.45 2.7 10.5 IntlEmg F 10.13 -0.34 2.1 -2.1 FTAIWdInPl 108.57 -3.25 3.5 11.3
SP IncomeA 4.78 -0.02 4.9 73.2 BdIdx n 9.13 NA NA NA ExplrAdml n 94.29 -2.55 8.5 28.3
FrankTemp/Mutual A&B: Legg Mason I: BlChip n 111.04 -3.13 7.3 1.6 IntlEq F 10.60 -0.22 5.8 14.7 IdxIntl 17.25 -0.50 3.5 10.8
Invesco Funds P: EmMktsEqIdx nr 10.52 NA NA NA ExtndAdml n 109.55 -3.30 8.6 17.6
IntlGrTrI 56.04 -1.57 3.8 10.4 Communica&Tech n 98.98 -3.57 7.0 0.2 IntMuni F 10.88 -0.06 0.5 -4.4 ITTresIdx Inst 24.36 -0.21 -0.3 -9.2
Shares A 23.86 -0.56 5.9 16.2 Summit P pn 17.49 -0.51 5.7 10.6 HiYFxInc n 5.72 NA NA NA GNMAAdml n 9.15 -0.11 0.1 -9.0
Longleaf Partners: DivGro n 64.53 -1.51 0.7 29.6 TaxMgdLC F 30.71 -0.80 2.1 29.3 LTTresIdx Inst 26.56 -0.38 1.4 -27.8
FrankTemp/Temp A: Invesco Funds Y: IntlEqIdx nr 12.86 NA NA NA GroIncAdml n 81.62 -2.23 3.8 31.6
EmMktS n 34.89 -1.29 1.7 -12.6 Sequoia: MdCpGrAdml n 82.54 -2.74 6.7 19.8
Frgn A 7.43 -0.22 8.3 19.2 DevMktY 36.76 -1.13 5.1 -8.7 Partners n 20.21 -0.47 10.7 22.3 IntTxExpt n 9.70 NA NA NA EqInc n 33.37 -0.77 2.1 30.9 GrwthAdml n 118.68 -3.97 8.2 23.8
SequoiaFd n 131.88 -3.05 5.7 13.7 MdCpVlAdml n 72.67 -1.95 3.7 28.5
GlBond A 7.65 -0.15 -2.5 -16.0 DiscovY 94.21 -2.01 6.7 21.3 Sm-Cap n 22.08 -0.81 5.2 4.7 MidCpIdx n 19.98 NA NA NA EqIndex n 104.61 -2.86 3.6 28.5 HltClxAd nr 118.57 -3.47 -4.5 30.2
SmeadFds: SmValAdml n 72.76 -1.83 6.6 35.5
Growth A 22.68 -0.53 6.1 9.3 EqWtdY 67.34 -1.90 3.9 35.6 Loomis Sayles Fds: SmCpVal n 19.34 NA NA NA GlbStk n 47.92 -1.26 4.9 25.2 HlthCareAdml nr 86.57 -2.70 -3.6 23.4
TotBd2 9.35 -0.09 0.2 -11.0
World A 12.27 -0.34 7.5 -4.0 GloblY 79.06 -3.47 5.1 9.4 LSBondI 11.51 -0.08 1.7 -6.2 StkIdx n 42.76 NA NA NA GlbTech n 11.31 -0.36 12.5 -8.6 SmeadValueInstl 67.55 -1.16 2.2 51.8 HYCorAdml nr 5.18 -0.01 1.4 0.2
TotIntlInstIdx r 115.42 -3.35 3.6 11.2
FrankTemp/Temp Adv: IntGrowY 34.64 -1.30 4.7 7.0 Lord Abbett A: Nuveen Cl A: Growth n 66.27 -1.86 7.6 2.6 SSgA Funds: InfProAd n 23.18 -0.20 0.1 0.6
TotItlInstPlId r 115.45 -3.35 3.6 11.2
GlBondAdv 7.61 -0.15 -2.4 -15.3 IntlSmCoY 40.34 -1.47 3.8 9.5 AAMunBd p 9.99 -0.05 0.8 -10.6 HelSci n 86.48 -3.05 -3.7 25.4 SP500 n 210.78 NA NA NA InfTechIdx n 179.64 -4.99 9.9 41.9
Affiltd p 15.48 -0.33 -0.3 16.5 TotSt 97.11 -2.70 4.3 26.9
Frost Family of Fund: Ivy Funds: HiYldMuBd p 14.88 -0.12 0.7 -7.9 InstFLRfd r 9.32 -0.02 2.8 9.4 IntlGrAdml n 95.52 -4.52 5.7 17.3
BdDeb p 6.98 -0.04 0.7 -4.3 VANGUARD INSTL FDS:
Nuveen Cl I: InstHiYld 7.46 -0.02 2.3 0.4 T ITBondAdml n 10.04 -0.11 0.0 -10.2
FrTRInst 9.41 -0.04 1.3 1.1 AssetStrA p 18.40 -0.40 2.5 14.8 CalibrDivGr 17.09 -0.40 1.0 27.3 BalInst 40.74 -0.83 2.7 11.9
LgCapGow I 48.63 -1.37 5.9 14.7 ITIGradeAdml n 8.32 -0.09 0.5 -8.0
CoreEqA t 14.42 -0.41 4.2 35.0 FloatRt p 7.97 -0.02 2.7 4.2 HYMunBd 14.89 -0.12 0.8 -7.3 TCW Funds: DevMktsIndInst 14.14 -0.41 4.5 14.6
G InstLCCoreGr 44.57 -1.26 7.3 2.0 ITsryAdml n 9.86 -0.09 -0.4 -8.1
LgCpGwthA p 23.27 -0.78 4.3 26.0 HYMuniBd p 10.53 -0.08 1.3 -10.5 Nuveen Cl R: DevMktsInxInst 22.10 -0.64 4.5 14.7
LgCpVal 22.57 -0.55 1.7 30.8 EmMktInc n 6.11 0.00 1.3 -18.9 ITTresIdx n 19.63 -0.17 -0.3 -9.3
LgCpGwthl r 25.44 -0.85 4.3 27.2 IntrTxFr 10.02 -0.04 0.9 -6.3 IntDMunBd 8.67 -0.04 0.5 -4.1 EmMkInst r 24.94 -0.73 1.2 2.5
Gabelli Funds: InstSmCap 25.75 -0.62 7.7 21.4 TotRetBondI n 8.23 -0.08 1.2 -12.3 LarCapAd n 91.40 -2.53 3.9 27.5
MidCapI 29.15 -1.21 8.7 28.9 MultiAstBalOppty 10.13 -0.15 1.4 12.2 LmtTrmR 10.68 -0.04 0.0 -1.3 ExtndInst 109.55 -3.30 8.6 17.6
Asset n 49.38 -1.30 3.9 25.6 IntDis n 60.00 -1.34 5.5 11.2 Thompson IM: LTGradeAdml n 7.85 -0.12 1.3 -20.6
MdCpGwthA p 25.54 -1.06 8.7 27.6 ShtDurIncmA p 3.84 -0.01 0.6 -1.2 FTAlWldIst r 102.52 -3.07 3.5 11.2
GE Elfun/S&S: IntlStk n 17.34 -0.50 4.5 7.3 Bond n 9.97 -0.01 2.3 -2.4 LTsryAdml n 8.84 -0.13 1.3 -27.2
ScTechA p 39.88 -1.30 8.7 15.9 TaxFr p 10.21 -0.05 1.1 -8.7 O FTScinst 26.31 -0.79 5.2 24.0
MCapVal n 30.55 -0.83 7.8 45.0 Thornburg Fds: MidCpAdml n 265.31 -7.91 5.1 25.3
Trusts n 61.29 -1.50 4.6 28.8 Lord Abbett C: GrwthInst 118.69 -3.97 8.2 23.9
J Oakmark Funds Invest: MCEqGr 59.15 -1.99 5.9 16.4 MuHYAdml n 10.31 -0.06 1.1 -5.1
GMO Trust Class III: ShtDurIncmC t 3.86 -0.01 0.5 -3.2 IncBuildA t 22.22 -0.45 5.2 17.2 InPrSeIn 9.44 -0.08 0.1 0.7
MidCap n 93.79 -3.09 5.7 17.1 MuIntAdml n 13.36 -0.06 0.4 -2.7
Quality 23.79 -0.72 3.2 32.1 Lord Abbett F: EqtyInc nr 30.79 -0.72 4.6 23.9 IntVal I 22.88 -0.65 3.6 16.2 InstIdx 333.40 -9.10 3.7 29.1
Janus Henderson: N Asia n 16.48 -0.55 3.2 2.7 MuLTAdml n 10.58 -0.05 0.7 -4.8
GMO Trust Class IV: BdDeb 6.97 -0.04 0.7 -4.0 Oakmark n 112.28 -3.16 9.7 49.1 LtdTIncI 12.53 -0.07 1.0 -1.3 InstPlus 333.39 -9.11 3.7 29.2
Balanced C 37.75 -0.75 2.0 9.6 NAmer n 54.18 -0.95 4.0 38.2 MuLtdAdml n 10.65 -0.03 0.1 -0.1
ShtDurIncm 3.84 -0.01 0.9 -0.9 OakmrkInt n 25.41 -0.86 10.4 16.8 LtdTMu I 13.46 -0.04 0.2 -2.8 InstTStPlus 69.94 -1.95 4.3 27.4
EmgCntrDt 17.65 0.05 1.7 -12.5 Balanced T n 38.35 -0.75 2.1 12.2 New Era n 40.98 -0.47 -0.3 43.8 MuShtAdml n 15.55 -0.02 0.2 1.1
Lord Abbett I: Select n 54.73 -1.67 10.6 30.6 Thrivent Funds A: ITBdInst 10.04 -0.11 0.0 -10.1
GMO Trust Class VI: Enterprise T n 127.79 -3.63 7.9 27.3 NHoriz n 50.22 -1.67 8.4 9.7 NJLTAdml n 11.06 -0.05 0.9 -3.8
Old Westbury Fds:
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

BdDebentr 6.94 -0.04 0.7 -3.7 OverS SF nr 11.39 -0.33 3.8 14.0 LgCpStk 23.45 -0.62 4.7 19.2 NYLTAdml n 10.53 -0.04 0.9 -5.6 ITBdInstPI 10.04 -0.11 0.0 -10.1
Quality 23.79 -0.72 3.2 32.5 Grw&Inc T n 64.37 -1.68 1.8 26.6
FloatRt 7.97 -0.03 2.8 4.7 AlCpCore n 20.63 -0.60 3.8 23.8 QMUSSmCpGrEq n 37.39 -0.85 7.8 15.4 MidCapStk 27.75 -0.78 7.5 38.2 PacifAdml n 81.20 -2.05 1.8 10.0 LaCapInst 376.20-10.39 3.9 27.5
Goldman Sachs Inst: Resh T n 50.38 -1.40 6.2 15.2
HiYld 6.14 -0.02 1.1 -3.6 CreditIncomeFd n 8.16 -0.06 1.4 NS SpectModerGwAllo n 32.72 -0.72 3.1 11.3 Thrivent Funds S: PALTAdml n 10.55 -0.05 0.6 -4.8 MidCpInst 58.61 -1.75 5.1 25.3
EmgMktEq 21.42 NA NA NA Jensen I :
ShtDurInc p 3.83 -0.02 0.6 -0.8 FixInc pn 10.02 -0.06 -0.1 -6.5 R2010 n 13.80 -0.20 2.2 6.6 LgCpVal n 26.15 -0.66 2.7 41.3 PrmcpAdml nr 134.32 -4.45 2.7 26.6 MidCpIstPl 289.05 -8.62 5.1 25.4
HYMuni 8.91 -0.07 1.3 -6.9 Jensen I 54.16 -1.60 -0.9 30.6 LrgCpStr n 14.97 -0.40 2.7 9.6 R2015 n 11.49 -0.17 2.3 8.1 MidCapStk n 32.76 -0.92 7.5 39.2 RealEstatAdml n 121.50 -4.88 4.0 -2.9 RealEstaInstl 18.81 -0.75 4.0 -2.8
Muni 14.92 -0.07 1.0 -4.0 JensenQualGrJ n:
M MuniBd pn 11.41 -0.06 -0.2 -3.9 R2020 n 17.15 -0.27 2.4 9.4 TIAA-CREF/Instl Cl: S&PSC600Idx 376.57-10.48 8.0 33.0 Rs1000GrwIdxInst451.86-13.69 6.6 29.4
ShDuTF 10.21 -0.03 0.1 -1.6 JensenQualGrJ n 54.22 -1.60 -0.9 29.8 Sm&MdCapStrategi n 14.50 -0.43 4.2 6.7 R2025 n 15.01 -0.27 2.7 11.4 CoreBond Inst 9.00 -0.09 0.8 -9.2 SmCapAdml n 94.48 -2.68 7.4 25.7 Rs1000Vl IdxInst264.49 -6.59 1.8 23.6
SmCapVa 44.62 -1.02 6.2 23.0 JHF III DispVal: MainStay Fds A: Optimum Funds Inst: R2030 n 22.53 -0.45 3.1 13.2 CorePlsBd 9.02 -0.08 1.1 -8.3 SmGthAdml n 76.60 -2.53 8.6 9.9 Russ1000IdxInst351.14 -9.68 4.1 28.0
Guggenheim Funds Tru: DispVal I 21.24 -0.42 1.7 34.5 HiYldBdA 4.96 0.00 1.5 2.9 Fixed Inc 8.09 NA NA NA R2035 n 17.66 -0.40 3.4 15.0 TIAA-CREF/Retail Cl: STBondAdml n 9.83 -0.05 -0.1 -3.6 Russ3000Idx 346.43 -9.59 4.3 27.4
MacOppFdClInstl 23.91 -0.12 1.9 6.1 DispValMCI 25.82 -0.59 5.7 35.3 TxFrBdA 9.28 -0.04 0.6 -5.3 LgCpGrwth 17.00 -0.54 7.0 7.6 R2040 n 25.32 -0.62 3.7 16.7 STCorpIx n 20.47 -0.10 0.3 -2.4 SmCapInst 94.48 -2.68 7.4 25.7
TotRtnBdFdClInst 23.49 -0.19 1.9 -3.9 DispValMdCp 24.55 -0.57 5.7 34.3 EqIdx n 28.88 -0.80 4.3 26.6
Mairs&Power: LgCpVal 18.66 -0.45 0.0 25.7 Ret2045 n 17.94 -0.46 3.9 18.2 STFedAdml n 9.99 -0.06 -0.1 -2.6 SmCapIstPl 272.71 -7.73 7.4 25.8
GuideStone Funds: DispValMdCpR6 25.81 -0.59 5.8 35.7 Gro&Inc n 20.35 -0.35 6.6 24.9
MairsPwrGr n 124.51 -3.02 5.5 27.3 Osterweis Strat Income: Ret2055 n 15.83 -0.41 3.9 18.1 STIGradeAdml n 9.93 -0.06 0.2 -2.2 SmGthInst 61.34 -2.03 8.6 10.0
DispValR6 21.29 -0.42 1.7 34.9 TIAA/CREF Funds:
EqindxGS2 41.96 NA NA NA Mass Mutual: RetBal Inc n 12.16 -0.16 2.0 7.1 STIPSIxAdm n 23.44 -0.10 0.1 6.6 SmValInst 40.67 -1.02 6.6 35.5
OsterweisStrInc n 10.52 -0.02 1.8 9.5 BdIdxInst 9.44 -0.09 0.4 -10.6
MedDurGS2 12.62 NA NA NA JHITFunLgCpCorFd: SciTec n 29.59 -0.94 13.2 11.4 STsryAdml n 9.85 -0.05 -0.3 -2.8 STBdIdxInstPl 9.83 -0.05 -0.1 -3.5
SelBluChipGroClI 17.71 -0.53 8.9 10.5 EqIdxInst 28.32 -0.78 4.3 27.6
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

FunLgCpCorA 53.89 -1.41 6.9 27.4 MassMutual Select: PQ Sht-Bd n 4.48 -0.02 0.4 -1.0 STTresIdx n 19.22 -0.06 -0.1 -2.5 STBDInst 9.83 -0.05 -0.1 -3.5
H John Hancock: SmCap n 51.72 -1.02 8.0 28.0 Gr&IncInst 13.09 -0.23 6.6 25.8 TotBdAdml n 9.47 -0.09 0.3 -10.4 STCorpIxInst p 25.06 -0.12 0.3 -2.4
MCGrEqIII 18.51 -0.59 6.0 16.0 HgYldInst 8.23 -0.02 1.4 -1.6
500Index1 42.17 -1.16 3.6 28.0 Parnassus Fds: SmCapStk n 55.33 -1.32 7.8 21.5 TotIntBdIdxAdm n 19.15 -0.12 1.2 -12.1 STIGradeInst 9.93 -0.06 0.2 -2.2
Harbor Funds: Metropolitan West: SpecGr n 20.91 -0.54 3.6 21.5 IntlEqIdxInst 20.00 -0.59 4.7 14.1
BondI 13.38 -0.11 1.1 -8.5 ParnEqFd n 48.26 -1.20 2.9 28.1 TotIntlAdmIdx nr 28.86 -0.84 3.6 11.0 STIPSIxins 23.46 -0.09 0.1 6.7
CapApInst 68.15 -2.16 8.6 14.2 LowDurBdI 8.19 -0.05 0.4 -1.9 SpecInc n 11.01 -0.09 1.2 -2.3 IntlEqInst 11.91 -0.33 4.2 20.8 TotStAdml n 97.14 -2.70 4.3 27.3 STTresIdx 24.15 -0.07 -0.1 -2.4
BondR6 13.40 -0.11 1.1 -8.2 Pear Tree:
IntlInst 41.31 -1.04 5.0 17.1 TotRetBd n 9.03 -0.11 0.3 -10.9 SuMuInt n 11.15 -0.06 0.5 -3.5 LC2040Inst 9.09 -0.20 3.2 15.8 TxMBal nr 37.16 -0.57 2.1 12.6 TotBdInst 9.47 -0.09 0.3 -10.4
ClassicVal I 34.25 -0.53 10.0 37.3 ForeignVal I r 20.77 -0.35 6.3 6.9
SmCpValInst 39.66 -0.73 10.6 34.1 TotRetBdI 9.03 -0.11 0.4 -10.3 TF Incom n 10.65 -0.09 1.4 -6.5 LCIdx2020Inst 17.32 -0.31 2.1 7.1 TxMCapAdml n 206.11 -5.64 4.2 28.7 TotBdInst2 9.35 -0.09 0.2 -10.8
IntlGrwI 23.39 -0.69 4.3 6.5 Perm Port Funds:
Harding Loevner: TRBdPlan 8.47 -0.10 0.4 -10.0 TotIndex n 42.85 -1.19 4.4 26.0 LCIdx2025Inst 18.97 -0.36 2.4 9.0 TxMIn nr 14.12 -0.41 4.4 14.6 TotBdInstPl 9.47 -0.09 0.3 -10.4
John Hancock Class 1:
EmgMktsAdv n 40.52 -1.46 2.3 -13.7 UnconstrBdI 10.28 -0.09 1.2 -2.8 Permanent n 46.39 -0.82 -0.1 22.0 U.S.EqResch n 37.82 -0.92 4.2 29.4 LCIdx2035Inst 22.17 -0.51 3.1 13.3 TxMSC nr 83.16 -2.33 7.9 33.0
BlueChipGrw 35.26 -1.00 7.3 1.5 TotIntBdIdxInst 28.74 -0.18 1.3 -12.0
IntlEq 24.46 -0.77 4.4 14.1 MFS Funds: PGIM Funds Cl A: USLrgCpCore n 29.48 -0.75 0.9 24.1 LCIdx2040Inst 23.46 -0.59 3.4 15.9 USGroAdml n 109.56 -4.48 8.1 9.9
LSAggr 12.32 -0.32 4.3 20.8 TotStInst 97.15 -2.71 4.3 27.3
Hartford Funds A: IIE 29.51 -0.90 4.9 19.2 HighYield 4.55 -0.02 1.2 -0.5 Value n 38.54 -0.84 0.0 30.2 LCIdx2045Inst 24.28 -0.64 3.7 18.3 UtilIxAd nr 73.06 -2.06 -5.1 4.5 TtlWrldIxInst p 183.19 -5.15 4.0 20.4
LSBalncd 11.89 -0.22 3.1 11.7 LrgCpGrIdxInst 39.50 -1.20 6.6 29.4
BalIncA 13.79 -0.21 0.4 6.7 MFS Funds Class A: JennGrowth 39.11 -1.23 8.6 14.7 Price Funds - Adv Cl: ValAdml n 54.74 -1.20 0.0 30.5 TxMCaInst r 102.41 -2.79 4.2 28.8
LSGwth 12.22 -0.27 3.8 16.9 LrgCpVl IdxInst 22.12 -0.55 1.8 23.8
CapAppA 34.17 -0.84 3.6 17.3 AgGrAIA 25.51 -0.68 2.9 18.2 JennUtility 14.14 -0.30 -4.4 6.8 BlChip p 108.00 -3.06 7.2 0.8 WdsrllAdml n 68.42 -1.79 3.4 35.4 ValueInst 54.74 -1.20 0.0 30.5
LSModer 11.26 -0.16 2.4 6.3 LrgCpVl IdxRet 22.58 -0.56 1.8 22.9
DiscpEqA 39.37 -1.08 1.8 20.1 CoEqyA 39.15 -1.06 3.1 25.9 TotalReturnBond p 11.87 NA NA NA Growth p 64.07 -1.81 7.5 1.8 WellsIAdml n 59.29 -0.85 0.1 5.4 Victory Funds:
John Hancock Funds A: LrgCpVl Inst 19.31 -0.42 1.4 27.7
DivGth A 29.48 -0.75 0.7 31.9 GrowthA 126.92 -3.61 3.7 10.5 PGIM Funds Cl Z: R2030A p 22.25 -0.45 3.1 12.4 WelltnAdml n 66.72 -1.48 0.6 13.3
BalA 22.72 -0.46 1.0 12.5 EstValA 46.66 -1.18 4.4 47.6
IntlVA 37.20 -1.07 4.6 9.1 HighYield 4.56 -0.02 1.3 0.3 Price Funds - R Cl: QuantSmCpEqInst 16.30 -0.38 7.6 32.7 WndsrAdml n 71.32 -1.72 4.4 44.1
EqInc 20.14 -0.48 0.0 31.8 BondA p 13.37 -0.12 1.0 -9.4 EstValI 46.72 -1.18 4.4 49.0
MCapA 23.07 -0.73 4.4 10.5 JennGrowth 44.27 -1.39 8.6 15.8 R2030R p 21.95 -0.44 3.0 11.5 RealSecInst 16.80 -0.61 3.8 -2.1 VANGUARD FDS:
GrOppty 31.98 -0.92 7.0 10.9 LifeBal 12.01 -0.22 3.1 10.5 SmCoOppI 49.47 -1.04 6.7 37.5
MCapValA 28.45 -0.63 4.3 31.6 TotalReturnBond 11.83 NA NA NA PRIMECAP Odyssey Fds: S&P500IdxInst 43.40 -1.18 3.7 29.1
MidCap A 23.91 -0.63 5.7 9.3 LifeGrw 12.30 -0.28 3.7 15.6 CAIT n 11.13 -0.05 0.4 -3.4 Virtus Equity Trust:
MIGA 33.77 -1.18 2.2 27.7 PIMCO Fds Instl: S&P500IdxRet 43.09 -1.17 3.6 28.1 DivdGro n 34.51 -0.66 -2.0 29.7
Hartford Funds C: John Hancock Instl: AggGrowth r nr 39.33 -1.45 8.5 16.7 SmCapSusI 32.91 -0.81 13.2 14.4
MITA 32.27 -1.00 0.9 22.9 SmCpBl IdxInst 21.55 -0.64 7.5 21.0 DivrEq n 38.15 -1.16 5.8 27.5
Bal IncC 13.54 -0.21 0.2 4.3 StratIncmOppI 9.65 -0.07 0.7 -2.1 AllAsset 10.81 NA NA NA Growth r nr 35.08 -1.24 4.2 26.3 VirtusFunds:
MuHiA 7.22 -0.05 0.9 -8.3 SocChEqInst 23.18 -0.63 4.1 29.5 Energy nr 45.42 -0.17 -0.5 22.9
Hartford Funds I: JPMorgan A Class: AllAssetAuth r 6.56 NA NA NA Stock r nr 32.61 -0.98 2.2 30.7
MuInA 7.98 -0.04 0.7 -7.0 Tortoise Capital: CeredexMdCpVlEqI 10.93 -0.26 1.6 14.9
CommodtyRR 4.64 NA NA NA Principal Investors: EqInc n 40.18 -0.91 -0.5 31.3
BalIncI 13.80 -0.21 0.4 7.5 CoreBond 10.13 -0.11 0.8 -9.2 TorMLPPipInsCl 13.25 -0.10 2.6 31.4 VirtusFunds Cl I:
ResBdA 9.34 -0.09 1.0 -9.1 DivInc 9.15 -0.05 1.3 -8.7 HiYld IN 7.91 -0.06 2.2 0.2 Explr n 101.42 -2.74 8.5 27.9
DivGthI 29.29 -0.76 0.7 33.0 CorePlusBd p 7.13 -0.08 0.7 -8.9 Touchstone Funds Gro: EmMktI 7.65 -0.32 -0.9 -13.7
RschA 47.43 -1.26 1.9 21.2 EmMktsBd 7.99 -0.02 1.2 -14.6 InfPro IN 7.69 -0.06 0.3 0.2 FTAlWldInAdml n 32.34 -0.97 3.5 11.1
EmrgMktEqInv 14.86 -0.53 2.1 -2.0 EqInc p 21.92 -0.55 -0.7 27.8 MulSStI 4.38 NA NA NA
TotRA 18.65 -0.32 1.3 14.6 HiYld 7.58 -0.02 1.8 -0.7 LgIndxI 19.96 -0.55 3.6 28.4 MdCpY 44.76 -1.11 8.4 17.4 GlbCapCyl Inv nr 11.68 -0.41 1.6 59.3
EqIncI 19.97 -0.48 0.0 32.7 GwthAdv p 23.59 -0.58 6.9 32.8 Vivaldi Merger:
UtilA 21.94 -0.51 -3.0 11.5 HiYldMuniBd 8.20 -0.06 1.1 -5.3 LT2020 In 11.48 -0.17 2.1 6.9 Touchstone Strategic: GlbEq n 28.31 -1.11 5.9 15.5
InterValue 16.09 -0.40 6.4 31.7 Inv Bal p 14.07 -0.24 2.6 10.7 ValueA 47.05 -1.15 -0.9 22.6 IntlBdUSH 9.43 NA NA NA LT2030In 12.55 -0.25 2.8 10.5 LagCapFoc A p 49.67 -1.43 4.1 33.1 GloMinVolFdAdm n 27.17 -0.33 1.0 2.3 Arbitrage Fund 10.79 0.02 0.7 13.0
IntlAlphaInv 15.20 -0.51 5.5 25.0 InvCon p 11.59 -0.14 1.8 3.5 MFS Funds Class I: InvGrdCrBd 8.76 NA NA NA LT2040I 13.91 -0.34 3.6 14.2 Transamerica A: GNMA n 9.15 -0.11 0.0 -9.3 Voya Fds:
MidCap 25.36 -0.67 5.8 10.1 InvG&I p 16.47 -0.33 3.1 16.8
GrowthI 137.52 -3.91 3.7 11.4 LgTrmCrdtBd 8.90 NA NA NA LT2050I 14.39 -0.38 4.0 16.4 GroInc n 50.01 -1.37 3.8 31.1 InmdBdI 8.61 NA NA NA
Hartford HLS Fds IA: InvGrwt p 20.44 -0.50 3.8 23.7 AsAlModGr p 11.03 -0.23 2.7 11.2
MCapI 24.85 -0.78 4.5 11.4 LngDurTotRtrn 7.23 -0.11 1.9 -21.0 MidCpBldA 31.57 -1.14 5.2 13.5 HlthCare nr 205.31 -6.40 -3.6 23.2
Balanced 26.74 -0.60 1.8 17.0 LgCpGwth p 44.98 -1.27 3.2 33.0 Trust for Professional Ma:
MCapValI 29.31 -0.65 4.4 32.6 LowDur 9.09 NA NA NA PreSecI 8.98 -0.08 3.5 -1.5 HYCor nr 5.18 -0.01 1.4 -0.1 WXYZ
CapApp 40.58 -1.05 3.1 20.5 MdCpVal p 34.51 -0.88 4.2 26.6 PrfTrtStrtBd Ins 19.28 -0.12 1.4 -7.7 InflaPro n 11.80 -0.11 0.0 0.3
MIGI 35.16 -1.23 2.3 28.7 LowDurInc r 7.83 NA NA NA PtrLGI In 13.82 -0.44 5.3 11.1
DiscEqui 16.06 -0.44 1.8 21.3 USEquity 17.69 -0.45 4.1 33.3 Tweedy Browne Fds: IntlExplr n 15.99 -0.41 5.5 4.0 Wasatch:
ResBdI 9.34 -0.09 1.0 -8.8 ModDur 9.13 NA NA NA PtrLV In 16.93 -0.43 0.1 25.2
Div&Grwth 22.21 -0.57 0.8 33.3 ValAdv t 35.21 -0.77 2.1 28.2 GblValue n 26.61 -0.36 4.5 15.3 IntlGr n 30.04 -1.42 5.6 16.9 CoreGr n 71.97 -3.34 11.3 24.9
RschI 49.01 -1.30 1.9 22.1 MortgOppBd 9.46 NA NA NA RealEstSecI 26.73 -0.86 5.9 1.5
Stock 93.57 -1.84 -2.1 29.5 JPMorgan I Class: IntlVal n 37.63 -1.12 5.3 16.3 WCM:
ValueI 47.36 -1.16 -0.9 23.5 RealRtnI 9.96 -0.10 -0.2 1.2 SAMBalA p 13.82 -0.27 2.4 7.6
TotRetBd 9.33 -0.08 0.6 -9.1 CoreBond 10.12 -0.11 0.8 -8.5 U ITIGrade n 8.32 -0.09 0.5 -8.2
Morgan Stanley Inst: ShortT 9.50 0.01 1.0 2.8 SAMGrA p 15.65 -0.38 3.0 11.9 FcusEmgMk Inst 13.05 -0.51 1.3 -4.4
CorePlusBd 7.13 -0.08 0.7 -8.1 Putnam Funds Class A: LifeCon n 19.45 -0.32 1.9 1.5
I CapGrI 28.57 -1.95 11.7 -13.5 ShtAssetInv 9.87 NA NA NA UM Funds: WCM Focus Funds:
EmMktEq I 28.65 -1.14 2.5 -4.5 LifeGro n 37.22 -0.91 3.3 14.2
CapGrP p 25.64 -1.76 11.7 -14.2 StksPLS 9.88 NA NA NA DynAAGthA 16.36 NA NA NA BehavVal 80.59 -1.39 6.5 58.4 WCMFocIntlGrwIns 20.77 -0.76 5.6 17.7
EqInc 22.36 -0.56 -0.6 28.5 LifeInc n 14.49 -0.17 1.3 -4.9
IFP US Equity Fund: GloFranI t 30.32 -0.86 0.7 13.7 TotRetESG 7.59 NA NA NA PutLargCap p 28.99 -0.57 2.8 37.1 USAA Group: Western Asset:
GrAdv r 24.95 -0.62 6.9 33.7 LifeMod n 28.16 -0.57 2.6 7.8
IFP US EquityFd 17.35 -0.56 5.0 32.8 MorganStanleyPathway: TotRt 8.52 NA NA NA GlbHlthCare p 53.70 -0.94 -4.1 29.3
LgCapVal 18.46 -0.42 3.3 46.2 500Indx Reward n 50.71 -1.42 3.7 28.7 LTIGrade n 7.85 -0.12 1.3 -20.8 CoreBondI 10.62 -0.12 0.9 -12.2
Invesco Fds Investor: CoreFxIcm n 6.82 -0.07 0.3 -11.1 TrndsMgdFutStrgy 11.25 -0.03 0.3 38.6 GrOpp p 40.29 -1.07 6.1 19.5
LgCpGwth 46.18 -1.31 3.2 34.1 CrnstModAggr n 23.99 -0.48 2.1 8.1 MATxEx n 9.90 -0.05 0.7 -5.4 CoreBondIS 10.63 -0.13 0.8 -12.2
LgCapEq n 19.54 -0.54 4.5 23.0 PIMCO Funds A: StDurInc 10.02 -0.01 0.9 2.9
DivrsDiv n 17.65 -0.40 0.8 21.7 MdCpGrw 40.28 -1.08 6.4 22.0 Gr&Inc n 19.33 -0.47 4.1 21.9 MidCpGro pn 20.23 -0.60 7.5 7.0 CorePlusBdA 9.37 -0.13 0.7 -15.4
Munder Funds: IncomeFd 10.43 NA NA NA SustainLdrsFd p 91.28 -2.36 3.2 24.5
Invesco Funds A: MdCpVal 35.12 -0.89 4.2 27.6 Grwth n 25.14 -0.70 9.4 15.1 MuHY n 10.31 -0.06 1.1 -5.3 CorePlusBdI 9.38 -0.13 0.7 -14.4
LowDurInc 7.83 NA NA NA Putnam Funds Class Y:
500InxA 41.90 -1.15 3.6 27.2 MtgBckd 9.96 -0.10 0.7 -6.7 MndrIntlSmCpInv r 13.47 -0.34 5.2 10.8 Inco n 11.20 -0.12 1.1 -7.8 MuInt n 13.36 -0.06 0.4 -3.0 CorePlusBdIS 9.37 -0.13 0.7 -14.4
ShtDurBnd 10.47 -0.06 0.5 0.3 Mutual Series: RealRtnA 9.96 -0.10 -0.2 0.0 GrOpp Y 43.11 -1.14 6.1 20.4 ManagedMuniA 14.70 -0.08 1.0 -5.3
ActiveAllA 12.30 -0.28 3.4 10.7 IncStk n 17.54 -0.45 0.9 24.9 OHLTte n 11.36 -0.07 0.5 -5.1
SmCap 54.15 -1.57 7.8 24.5 TotRetA 8.52 NA NA NA PutLargCap 29.01 -0.56 2.8 38.2 SMAShCrPlCp n 6.35 -0.08 2.3 -27.0
CapApprA p 48.92 -1.12 3.1 16.9 BeacnZ 15.24 -0.45 6.1 17.9 StDurInc 10.03 -0.01 0.9 3.2 IntmTerm n 12.36 -0.05 0.5 -3.9 Primcp nr 129.67 -4.29 2.6 26.4
Chart 15.41 -0.37 5.0 20.2 USEquity 17.77 -0.46 4.1 34.4 GlbDiscA 28.19 -0.75 6.7 21.4 PIMCO Funds C: LgTerm n 11.79 -0.08 0.5 -6.9 PrmcpCor n 27.74 -0.85 2.1 28.2 SmashSerM n 7.78 -0.15 -1.0 -19.2
CmstA 27.17 -0.63 2.6 45.2 ValAdv 35.48 -0.77 2.2 29.1 GlbDiscz 28.99 -0.77 6.7 22.4 IncomeFd 10.43 NA NA NA R Nasdaq100 n 30.63 -0.99 9.5 33.4 SelValu nr 27.02 -0.51 8.2 38.8 Wm Blair Funds Cl I:
DevMktA 37.42 -1.15 5.1 -9.4 JPMorgan Inst Class: QuestZ 13.59 -0.21 4.8 7.2 PIMCO Funds I2: ntTerBd n 9.05 -0.07 1.5 -4.9 STAR n 25.00 -0.62 3.5 12.3 SmMidI r 27.90 -0.63 7.7 15.9
February 27, 2023 BARRON’S 49

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 20



21
33487.46
33699.69
33389.70
22
33176.71
33169.33
33180.97
23
33180.27
33175.39
33271.46
24
32773.22
32999.19
32692.52
Market Advance/Decline Volumes
Daily
NY Up
NY Off
NY Up - Comp.
Feb 20 21 22
... 116,317 451,244 491,042 243,363
... 842,793 451,767 347,961 600,968
... 574,942 2,141,010 2,199,913 1,085,475
23 24

NY Off - Comp. ... 3,509,647 1,891,971 1,699,091 2,756,412


10:30 … 33348.62 33114.59 33188.54 32673.27 NYSE Amer UP ... 2,650 4,376 5,010 3,587

Industrials 11:00
11:30


33350.11
33288.94
33154.30
33166.00
33050.37
32954.32
32690.55
32786.24
NYSE Amer Off
NASD Up
... 11,176 5,070 3,660 5,840
... 1,018,991 2,493,299 2,574,772 954,020
35100 12:00 … 33275.85 33164.70 32825.99 32805.78 NASD Off ... 3,947,653 2,136,847 2,099,770 3,438,366
12:30 … 33251.20 33213.03 32824.76 32786.22 NYSE Arca UP ... 45,592 127,830 213,631 85,505
Week's NYSE Arca Off ... 264,405 164,015 107,832 268,077
Components Change 1:00 … 33291.95 33206.05 32880.49 32710.91
1:30 … 33227.07 33240.01 32895.30 32742.29 % (QCHA) …. –1.95 +.28 +.41 –.73
3M -5.19 % (QACH) …. –2.24 –.52 +.52 –.53
2:00 … 33193.67 33198.60 32939.71 32790.07
34100 % (QCHAQ) …. –2.29 +.10 +.31 –1.45
American Express -3.05 2:30 … 33154.98 33110.34 33073.99 32808.16
Amgen -6.87 3:00 … 33190.84 32986.72 33102.98 32878.64 Market Advance/Decline Totals
Apple -5.84 3:30 … 33184.06 32980.14 33189.28 32863.68 NYSE NYSE
Boeing -13.51 Weekly Comp. NYSE Amer Nasdaq Arca
Close … 33129.59 33045.09 33153.91 32816.92
Caterpillar -11.62 Total Issues 3,293 327 5,187 1,966
33100 High (t) … 33717.38 33384.35 33375.62 33025.52 Advances 776 83 1,303 167
Chevron -0.44 Low (t) … 33023.51 32875.21 32763.47 32511.57 Declines 2,469 240 3,748 1,784
Cisco Systems -2.29 High (a) … 33699.69 33245.97 33272.40 32999.19 Unchanged 48 4 136 15
Coca-Cola -0.28 Low (a) … 33115.74 32948.27 32795.67 32643.48 New Highs 136 11 191 24
Disney -4.92 Change … –697.10 –84.50 +108.82 –336.99 New Lows 78 21 283 70
Dow -0.34 32100 Week ended last Friday compared to previous Friday
Goldman Sachs -4.65 Theoretical (t): High 33717.38 Low 32511.57
Home Depot -21.29 Actual (a): High 33699.69 Low 32643.48 NYSE Composite Daily Breadth
Honeywell International -9.38 Daily Feb 20 21 22 23 24
IBM -4.45 31100 Issues Traded ... 3,174 3,155 3,166 3,165
Intel -2.47 Dow Jones 20 Transport (divisor: 0.16343894576034) Advances ... 384 1,673 2,023 878
Johnson & Johnson -4.42 Declines ... 2,721 1,374 1,027 2,175
Open (t) … 14922.33 14654.52 14682.49 14510.92 Unchanged ... 69 108 116 112
JPMorgan Chase -1.31 Open (a) … 15018.67 14644.06 14618.39 14602.61 New Highs ... 38 32 57 44
McDonald's -6.31 10:00 … 14896.57 14702.00 14691.28 14444.35
Merck 0.37 30100 New Lows ... 29 34 28 47
10:30 … 14793.79 14649.87 14708.35 14514.05 Blocks - primary ... 4,583 4,263 4,237 4,300
Microsoft -8.84 Total (000) - primary ... 966,100 912,520 848,424 851,653
11:00 … 14795.82 14623.17 14714.04 14480.91
Nike Cl B -6.80 Total (000) ... 4,121,592 4,079,328 3,952,947 3,877,705
11:30 … 14731.74 14633.11 14665.75 14501.88
Procter & Gamble -0.75
12:00 … 14720.15 14644.81 14600.04 14533.56 NYSE American Composite
Salesforce -2.97 29100 12:30 … 14692.42 14630.23 14559.17 14563.79 Daily Feb 20 21 22 23 24
Travelers Cos -0.42
1:00 … 14697.08 14683.54 14601.41 14544.59 Issues Traded ... 309 302 307 304
UnitedHealth Group -14.75
1:30 … 14692.22 14664.13 14582.54 14510.16 Advances ... 56 114 164 87
Verizon Communications -1.48
2:00 … 14661.97 14690.72 14605.24 14548.12 Declines ... 241 171 127 202
Visa Cl A -4.01
Walgreens Boots Alliance -0.96 28100 2:30 … 14666.51 14628.66 14644.59 14577.11 Unchanged ... 12 17 16 15
3:00 … 14684.51 14568.10 14710.67 14582.56 New Highs ... 5 1 2 4
Walmart -3.97 September October November December January February New Lows ... 15 12 13 10
3:30 … 14651.29 14563.41 14743.82 14641.66
Blocks - primary ... 146 89 101 91
Close … 14645.29 14553.39 14707.94 14629.01
Total (000) - primary ... 13,858 9,781 8,773 9,533
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

High (t) … 14975.68 14790.91 14826.61 14695.43 Total (000) ... 172,125 124,347 114,793 159,609
Transportation Low (t)
High (a)
… 14560.48 14450.17 14529.16
… 15018.67 14738.19 14789.61
14399.32
14670.37 Nasdaq
16000 Low (a) … 14643.09 14495.96 14554.29 14424.98 Daily Feb 20 21 22 23 24
Week's Change … –490.58 –91.90 +154.55 –78.93 Issues Traded ... 4,762 4,752 4,749 4,731
Components Change Advances ... 880 2,164 2,601 1,138
15500 Theoretical (t): High 14975.68 Low 14399.32 Declines ... 3,715 2,348 1,898 3,386
Alaska Air Group -1.79 Actual (a): High 15018.67 Low 14424.98 Unchanged ... 167 240 250 207
American Airlines Group -0.80 New Highs ... 50 46 82 60
Avis Budget Group -22.63
15000 New Lows ... 130 122 130 169
CH Robinson Worldwide -0.83 Dow Jones 15 Utilities (divisor: 1.27924906167720) Blocks - primary ... 33,582 29,524 31,091 28,202
CSX -0.46 14500 Total (000) ... 5,002,541 4,671,278 4,714,581 4,432,654
Open (t) … 948.28 939.00 937.42 921.88
Delta Air -1.00 NYSE Arca Composite
Open (a) … 950.55 938.76 936.56 922.27
Expeditors Intl of Wash -4.21 Daily Feb 20 21 22 23 24
14000 10:00 … 942.80 938.99 935.05 922.42
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

FedEx -7.02 Issues Traded ... 1,794 1,756 1,747 1,756


10:30 … 945.18 940.72 938.60 923.20
JB Hunt Transport -4.81 Advances ... 217 658 1,403 187
11:00 … 945.98 939.65 937.55 920.01
JetBlue Airways -0.47 13500 Declines ... 1,571 1,063 328 1,561
Kirby Corp -0.63 11:30 … 943.15 941.64 933.98 919.79
Unchanged ... 6 35 16 8
Landstar System -3.17 12:00 … 943.92 942.92 930.31 922.46 New Highs ... 9 2 10 4
Matson -2.36 13000 12:30 … 941.86 944.05 929.40 924.69 New Lows ... 32 21 14 47
Norfolk Southern -3.38 1:00 … 941.77 945.00 929.19 925.00 Blocks - primary ... 1,381 1,485 1,457 1,469
Old Dominion Freight -15.30 1:30 … 941.08 944.12 929.57 926.47 Total (000) - primary ... 311,405 300,326 321,994 354,394
12500 2:00 … 939.98 944.89 927.37 926.33 Total (000) ... 1,633,308 1,714,651 1,626,757 1,720,976
Ryder System -2.14
Southwest Airlines -1.79 2:30 … 938.28 941.51 926.11 928.19
12000 3:00 … 939.76 937.14 927.98 926.48
Union Pacific
United Airlines
-7.57
0.58 3:30
Close


941.42
938.87
936.73
934.63
931.37
929.56
928.96
928.44
Other Market Indexes
United Parcel Service B -3.06 Daily 2/20 2/21 2/22 2/23 2/24
11500 High (t) … 950.03 946.54 940.81 931.88
September October November December January February Low (t) … 936.42 931.37 923.78 915.30 NYSE Amer Comp ... 4126.95 4138.44 4298.86 4253.04
High (a) … 950.55 945.48 938.93 931.56 AmMajorMkt ... 2996.21 2988.99 2997.96 2970.97

Utilities Low (a)


Change


937.57
–14.74
932.22
–4.24
924.92
–5.07
916.91
–1.12
BNY ADR Idx
Europe
... 151.09 150.03 150.84
... 146.89 145.88 146.56
148.27
144.91
1070 Latin Am ... 189.54 189.68 192.14 187.69
Theoretical (t): High 950.03 Low 915.30 Asia ... 174.64 173.23 174.17 169.72
Week's
Change Actual (a): High 950.55 Low 916.91 Emerg M ... 289.26 287.60 290.76 282.86
Components
DJ US TSM Float ... 40369.89 40343.50 40554.29 40126.40
AES -0.91 Nasdaq Cmp ... 11492.30 11507.07 11590.40 11394.94
American Elec Power -1.98 1020 100 Index ... 12060.30 12066.27 12180.14 11969.65
Dow Jones 65 Composite (divisor: 0.77130165331605)
American Water Works -8.05 Indus. ... 8141.17 8177.80 8174.34 8052.28
Open (t) … 11322.34 11189.07 11193.09 11050.89 Insur. ... 12323.23 12350.61 12392.51 12344.64
Atmos Energy -1.36
Open (a) … 11388.27 11185.01 11177.12 11115.42 Banks ... 4195.64 4180.88 4200.73 4197.76
Consolidated Edison -1.99
10:00 … 11273.96 11202.09 11228.55 11020.60 Computer ... 8727.15 8730.87 8860.33 8689.31
Dominion Energy -1.70
Duke Energy -2.57 970 10:30 … 11261.12 11181.87 11202.11 11027.23 Telecom ... 398.49 399.00 396.45 390.39
11:00 … 11254.22 11186.57 11160.98 11021.55 NYSE Comp.-z ... 15572.52 15530.83 15584.93 15464.46
Edison International 1.04
11:30 … 11236.83 11186.31 11130.33 11056.47 Financial-z ... 9170.39 9134.76 9158.46 9114.45
Exelon -1.73 Health Care-z ... 22583.04 22523.75 22586.80 22316.58
FirstEnergy -1.23 12:00 … 11228.01 11190.50 11082.83 11066.02
Energy-z ... 12765.84 12640.53 12823.80 12840.40
NextEra Energy -3.15 12:30 … 11218.34 11208.12 11084.18 11070.13
920 1:00 … 11229.97 11208.62 11099.88 11047.12
Russell 1000 ... 2201.77 2199.83 2210.80 2187.37
Public Svc Enterprise -1.08 2000 ... 1888.22 1894.68 1908.09 1890.49
Sempra -3.21 1:30 … 11202.60 11221.64 11104.28 11058.60 3000 ... 2321.61 2320.19 2332.05 2307.53
Southern -2.07 2:00 … 11197.12 11204.11 11114.04 11076.42 Value-v ... 1528.88 1525.45 1528.11 1519.06
Xcel Energy -2.20 2:30 … 11186.65 11164.17 11155.63 11084.29 Growth-v ... 2312.66 2313.85 2333.02 2297.26
870 3:00 … 11198.35 11125.63 11168.66 11116.13 MidCap ... 2861.80 2861.86 2872.01 2848.04
3:30 … 11197.81 11122.09 11200.67 11112.28 S&P 100 Index ... 1788.64 1786.46 1796.81 1776.41
Close … 11177.64 11134.50 11180.26 11095.39 500 ... 3997.34 3991.05 4012.32 3970.04
High (t) … 11381.79 11271.34 11267.67 11156.19 Ind. ... 5551.66 5546.34 5579.17 5509.45
Low (t) … 11134.73 11073.82 11055.97 10964.85 MidCap ... 2601.34 2604.61 2616.47 2600.68
820 High (a) … 11388.27 11223.15 11228.77 11126.32 SmallCap ... 1244.31 1248.66 1257.12 1247.72
September October November December January February Low (a) … 11175.06 11100.35 11075.86 11010.53 Value Line(A) ... 9232.94 9251.73 9286.65 9201.26
Value Line(G) ... 575.47 576.53 578.55 572.99
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 … –265.52 –43.14 +45.76 –84.87
DJ US Small TSM ... 13000.43 13041.45 13122.10 13014.54
Theoretical (t): High 11381.79 Low 10964.85 (A)-Arithmetic Index. (G)-Geometric Index.
Actual (a): High 11388.27 Low 11010.53 (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec. 31,2002=5000.
50 BARRON’S February 27, 2023

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

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) 3,578,698 4,224,881 4,690,327 -23.70
Dow Jones Indexes series, please refer to www.spglobal.com. DJ latest available book 30 Dow Inds (b) 1,238,903 1,485,738 1,829,164 -32.27
35294.19 28725.51 30 Indus 33153.91 32816.92 32816.92 –1009.77 –2.99 –1241.83 –3.65 –330.33 –1.00 values for FY 2021 and 2020, and S&P latest for 2021 and 2020. r- 20 Dow Trans (b) 322,372 345,227 494,352 -34.79
16718.54 11999.40 20 Transp 14707.94 14553.39 14629.01 –506.86 –3.35 –578.20 –3.80 1237.10 9.24 Revised data 15 Dow Utils (b) 200,774 240,197 272,379 -26.29
1071.75 838.99 15 Utilities 938.87 928.44 928.44 –25.17 –2.64 –9.81 –1.05 –38.96 –4.03 65 Dow Stks (b) 1,762,049 2,071,161 2,595,895 -32.12
NYSE American (a) 41,944 52,508 92,152 -54.48
12199.42 9679.49 65 Comp 11180.26 11095.39 11095.39 –347.77 –3.04 –383.06 –3.34 132.56 1.21 Last Week Prev. Week Last Year Nasdaq(d) 18,821,054 24,926,623 20,238,141 -7.00
Dow Jones Indexes
46941.20 36056.21 US TSM Float 40554.29 40126.40 40126.40 –1120.32 –2.72 –4390.35 –9.86 1605.80 4.17 DJ Ind Avg 32816.92 33826.69 34058.75 NYSE 15 Most Active
1142.22 876.95 US Market 985.43 974.95 974.95 –27.03 –2.70 –107.74 –9.95 37.12 3.96 P/E Ratio 21.34 22.11 19.03 Average Price 14.50 14.29 30.32 -52.18
Earns Yield % 4.69 4.52 5.26 % Tot Vol 14.09 15.48 57.26 -75.39
889.01 528.30 Internet 633.16 618.03 618.03 –27.71 –4.29 –228.99 –27.03 57.30 10.22 Stock Offerings $(z,v) 251,200 436,600 915,700 -72.57
New York Stock Exchange Earns $ 1537.69 1530.24 1790.18
Divs Yield % 2.11 2.05 1.87
17014.76 13472.18 Comp-z 15584.93 15464.46 15464.46 –375.70 –2.37 –963.50 –5.86 280.15 1.84 Daily Stock Volume 2/20 2/21 2/22 2/23 2/24
Divs $ 692.63 692.43 636.09
10255.55 7655.99 Financial-z 9170.39 9114.45 9114.45 –223.26 –2.39 –926.14 –9.22 445.68 5.14 NYSE(a) ... 966,100 912,520 848,424 851,653
Mkt to Book 4.41 4.55 5.21
24968.12 20936.55 Health Care-z 22586.80 22316.58 22316.58 –525.92 –2.30 –595.11 –2.60 –1123.26 –4.79 30 Inds (b) ... 348,320.5 325,330.9 288,126.7 277,125.0
Book Value $ 7439.45 7439.45 6543.35 20 Trans (b) ... 86,108.6 82,477.9 83,865.8 69,920.0
14030.84 10452.57 Energy-z 12840.40 12640.53 12840.40 –4.87 –0.04 1811.54 16.43 –211.49 –1.62
DJ Trans Avg 14629.01 15135.87 15207.21 15 Utils (b) ... 48,819.6 44,978.5 54,099.3 52,876.1
NYSE American Stock Exchange
P/E Ratio 11.42 11.36 17.71 65 Stks (b) ... 483,248.8 452,787.2 426,091.8 399,921.2
4688.00 3582.25 NYSE Amer Comp 4298.86 4126.95 4253.04 100.08 2.41 355.33 9.12 117.71 2.85 Earns Yield % 8.75 8.80 5.65 NYSE Amer(a) ... 13,858 9,781 8,773 9,533
3148.89 2510.61 Major Mkt 2997.96 2970.97 2970.97 -71.67 –2.36 –107.45 –3.49 32.94 1.12 Earns $ 1280.72 1332.61 858.91 Nasd(d) .... 5,002,541 4,671,278 4,714,581 4,432,654
Standard & Poor's Indexes Divs Yield % 1.35 1.30 1.07 NYSE 15 Most Active
2133.22 1615.09 100 Index 1796.81 1776.41 1776.41 –49.65 –2.72 –233.72 –11.63 67.24 3.93 Divs $ 196.83 196.83 162.13 Avg. Price .... 17.69 8.83 19.72 19.51
4631.60 3577.03 500 Index 4012.32 3970.04 3970.04 –109.05 –2.67 –414.61 –9.46 130.54 3.40 Mkt to Book 4.55 4.71 5.14 % Tot Vol .... 14.52 17.67 14.09 14.44
6453.51 4996.32 Indus 5579.17 5509.45 5509.45 –154.91 –2.73 –576.66 –9.48 197.14 3.71 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 2616.47 2600.68 2600.68 –65.44 –2.45 –60.92 –2.29 170.30 7.01 DJ Utility Avg 928.44 953.61 938.25 (r) Revised. (v) W/E Thursday. (z) Source: Refinitiv.
1357.33 1064.45 SmallCap 1257.12 1244.31 1247.72 –34.80 –2.71 –63.04 –4.81 90.19 7.79 P/E Ratio 25.38 26.06 26.09
Nasdaq Stock Market Earns Yield % 3.94 3.84 3.83
14619.64 10213.29 Comp 11787.27 11394.94 11394.94 –392.33 –3.33 –2299.68 –16.79 928.46 8.87 Earns $ 36.58 36.59 35.97
15239.32 10679.34
10817.54 7178.71
100 Index
Indus
12180.14
8177.80
11969.65
8052.28
11969.65
8052.28
–388.53
–298.74
–3.14
–3.58
–2219.51
–1795.28
–15.64
–18.23
1029.89
704.60
9.41
9.59
Divs Yield %
Divs $
3.20
29.74
3.12
29.73
3.03
28.45
NYSE Half Hour Volume
12643.69 9622.71 Insur 12392.51 12323.23 12344.64 –213.89 –1.70 1139.87 10.17 702.75 6.04 Mkt to Book 2.13 2.19 2.39 Daily 2/20 2/21 2/22 2/23 2/24
5078.61 3886.15 Banks 4200.73 4180.88 4197.76 –80.74 –1.89 –880.85 –17.34 152.81 3.78 Book Value $ 435.47 435.47 392.45
11319.62 7416.59 Computer 8860.33 8689.31 8689.31 –267.68 –2.99 –1908.68 –18.01 882.35 11.30 S&P 500 Index 3970.04 4079.09 4384.65 9:30-10:00 ... 119,327 98,317 98,567 104,365
463.38 329.24 Telecom 399.00 390.39 390.39 –18.80 –4.59 –70.50 –15.30 18.94 5.10 P/E Ratio 21.22 21.80 25.00 10:00-10:30 ... 48,638 48,368 42,117 43,763
Russell Indexes Earns Yield % 4.71 4.59 4.00 10:30-11:00 ... 40,762 37,791 42,220 36,732
2559.44 1969.25 1000 2210.80 2187.37 2187.37 –60.62 –2.70 –239.06 –9.85 81.47 3.87 Earns $ 187.08 187.08 175.36
11:00-11:30 ... 37,359 34,727 37,938 34,427
2133.10 1649.84 2000 1908.09 1888.22 1890.49 –55.87 –2.87 –150.44 –7.37 129.24 7.34 Divs Yield % 1.75 1.70 1.44
Divs $ 69.48 69.34 63.14 11:30-12:00 ... 35,605 30,031 34,496 32,941
2694.04 2076.07 3000 2332.05 2307.53 2307.53 –64.22 –2.71 –247.94 –9.70 90.39 4.08
1665.08 1339.62 Value-v 1528.88 1519.06 1519.06 –38.17 –2.45 –82.53 –5.15 21.94 1.47 Mkt to Book 3.94 4.05 4.73 12:00-12:30 ... 26,869 24,638 29,777 25,898
2869.56 2082.30 Growth-v 2333.02 2297.26 2297.26 –69.74 –2.95 –385.18 –14.36 139.07 6.44 Book Value $ 1008.02 1008.02 927.52 12:30-1:00 ... 24,873 24,933 26,556 24,997
3193.87 2481.47 MidCap 2872.01 2848.04 2848.04 –82.80 –2.83 –206.60 –6.76 147.36 5.46 S&P Ind Index 5509.45 5664.36 6086.11
1:00-1:30 ... 25,742 23,807 25,751 26,566
Others P/E Ratio 22.17 22.80 29.33
Earns Yield % 4.51 4.39 3.41 1:30-2:00 ... 26,243 26,229 26,034 24,018
9834.49 7679.59 Value Line-a 9470.20 9201.26 9201.26 –268.94 –2.84 –217.38 –2.31 671.23 7.87
Earns $ 248.47 248.47 207.49 2:00-2:30 ... 29,201 41,897 29,727 25,550
653.15 491.56 Value Line-g 590.43 572.99 572.99 –17.44 –2.95 –57.62 –9.14 36.64 6.83
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

14538.46 11195.10 DJ US Small TSM 13122.10 13000.43 13014.54 –370.47 –2.77 –937.51 –6.72 963.43 7.99 Divs Yield % 1.58 1.53 1.30 2:30-3:00 ... 28,986 36,836 29,235 30,761
988.09 760.10 Barron's Future Focus 872.80 859.82 859.82 –30.60 –3.44 –89.63 –9.44 47.65 5.87 Divs $ 87.05 86.66 79.12 3:00-3:30 ... 34,026 39,692 36,255 38,705
Mkt to Book 5.29 5.44 6.50
1051.05 825.73 Barron's 400 982.65 973.72 978.12 –22.94 –2.29 –36.15 –3.56 57.73 6.27 3:30-4:00 ... 488,469 445,254 389,752 402,930
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
Big Green: A January jump in a core inflation measure led traders to expect the Fed to keep rates high.
The yen and the euro fell against the dollar. Measuring the buck against a six-currency basket, the ICE U.S. In the Dow Jones Averages None

Dollar Index rose 1.4% on the week, to 105.26. This is a list of the Dow Jones trailing 52-week diluted share
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

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

s
15 Book Book
Investor Sentiment Readings New Listings
Earns Divs. Value Earns Divs. Value
10 NYSE
DXY (105.26) Am Exp 9.84 2.08 29.14 Johnson&John 6.74 4.52 28.16 High bullish readings in the Consensus stock index or in the Market
5 Vane stock index usually are signs of Market tops; low ones, market Coherent (COHR)
Amgen 12.11 7.95 12.00 JPMorgChase 12.08 4.00 88.07 bottoms.
Apple 5.89 0.92 3.84 McDonalds 8.35 5.52 (6.17) Last Week 2 Weeks Ago 3 Weeks Ago NYSE American
0 Boeing (8.29) Suspended (25.47) Merck Co 5.71 2.80 15.11
EURO in $ Caterpillar 12.65 4.71 30.76 Microsoft 9.00 2.60 22.31 Strawberry Fields (STRW)
-5 Consensus Index
s Chevron Corp 18.28 5.77 72.06 Nike Inc 3.55 1.255 9.73 Nasdaq
-10 Cisco Sys 2.73 1.52 9.79 Proc Gam 5.70 3.6532 19.11 Consensus Bullish Sentiment 63% 66% 65%
s Coca Cola 2.20 1.74 5.32 3M Co 10.15 5.97 26.31 Etao International (ETAO)
-15 Disney Walt 1.82 0.00 48.71 Salesforce.com 0.28 0.00 58.78 AAII Index
YEN in $ Dow 6.24 2.80 24.71 Travelers Cos 11.75 3.67 119.76
-20
-25
Goldman Sachs
Home Depot
30.06 9.00 297.50
16.68 7.60 (1.64)
UnitedHealthGrp
Verizon
21.19 6.40 76.26
5.06 2.585 19.48
Bullish
Bearish
21.6%
38.6
34.1%
28.8
37.5%
25.0
Trading
Honeywell 7.27 4.00 27.12 Visa 7.15 1.575 16.32
M A M J J A S O N D J F IBM
Intel
6.95
1.96
6.59 21.05
1.46 23.44
Walgreens
Wal-mart
(3.44) 1.9175 27.06
4.28 2.24 30.15
Neutral 39.8 37.1 37.5 Suspended
Source: Tullett Prebon Market Vane NYSE
Weber (WEBR)
Transportation Stocks
Bullish Consensus 40% 43% 44% NYSE American
AlaskaAirGroup 0.43 Suspended 30.19 Kirby Corp 2.03 Nil 48.02 None
TIM Group Market Sentiment
Distributions & Offerings 144 Filings AmericanAirlines
AvisBudgetGrp
(0.01) Suspended (11.33)
57.18 Nil (3.93)
Landstar Sys
Matson Inc
12.14
26.71
1.10 22.87
1.22 40.67 Indicator 42.5% 49.3% 44.9%
Nasdaq
1Life Healthcare (ONEM)
C.H. Robinson 7.30 2.26 15.65 Norf Southern 13.90 5.07 56.80 Coherent (COHR)
Secondary Distributions of common stocks SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to Sources: Consensus Inc.; American Association of LHC Group (LHCG)
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. Paya (PAYA)
(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
Apellis Pharmaceuticals 5,555,559 $63.00 $349,999,979 Expeditors Int'l 8.24 1.34 20.90 Southwest Air 0.80 Nil 17.59 Sorrento Therapeutics (SRNE)
Reuters
Aprea Therapeutics 1,050,000 $5.25 $5,512,500 FedEx 12.73 4.20 95.98 Un Pacific 11.22 5.08 22.17
Shares Sale Hunt (JB) 9.20 1.62 29.67 UPS 13.20 6.18 16.38
SELLAS Life Sciences Group
Tactile Systems Technology
7,220,217
2,500,000
$2.77
$13.00
$20,000,001
$32,500,000
Company Sym Indicated $ Value Date Seller Title JetBlue Air (1.12) Nil 12.03 United Airlines 2.17 Nil 15.53
Arms Index Name
Carrier Global CARR 213,353 9,600,000 2/13/23 Nelson, Christopher O
Verrica Pharmaceuticals 4,814,814 $6.75 $32,499,588
Agilon Health AGL 200,000 4,626,000 2/14/23 Shaker, Benjamin O Utility Stocks The Arms index, also known as the short term trading index,
is a number derived by dividing one quotient into another
Changes
Source: Dealogic LLC, New York City; (212) 577-4400. Boyd Gaming BYD 200,000 13,299,385 2/14/23 Boyd, William H quotient. The numerator in the index is the number of NYSE
advancing stocks divided by the number of declining stocks.
Coming U.S. Auctions Boyd Gaming
Terex
BYD
TEX
152,000 9,988,490 2/13/23
150,000 8,535,000 2/14/23
Boyd, William
Garrison, John
CB
CEO
AES Corp. (0.47) 0.6399 2.96
Am Elec 4.51 3.15 44.49
Exelon
FirstEnergy
2.19 1.3725 35.13
0.57 1.56 15.21
As of 3/14/11, the denominator in the index is now the
composite volume of advancing stocks divided by the
composite volume of declining stocks.
Cigna Group (CI), formerly
Cigna
AmericanWaterWorks 4.51 2.5675 40.18 NextEra Energy 2.09 1.70 18.95 NYSE American
Yields (%) Toast TOST 120,000 3,033,342 2/14/23 Fredette, Stephen P Atmos Energy 5.71 2.84 59.71 Xcel Energy 3.06 1.95 28.70 2/20 2/21 2/22 2/23 2/24 Perspective Therapeutics
Monday When Issued* Last Auction Coca-Cola KO 101,594 6,029,533 2/15/23 Rivera, Alfredo AF Con Ed 4.68 3.18 56.60 Pub Sv Ent 3.40 2.16 28.65 (CATX), formerly IsoRay (ISR)
Moelis & Co MC 97,894 4,581,439 2/9/23 Raich, Jeffrey AF DominionEnergy 1.09 2.67 31.51 Sempra Energy 7.13 4.58 79.17
$60.0 bil 3-month 4.828 4.720 NYSE ... .86 1.08 1.52 1.03 Nasdaq
$48.0 bil 6-month 5.105 4.915 Duke Energy 3.32 4.00 61.55 Southn Co. 1.36 2.72 25.36
Corning GLW 97,167 3,500,000 2/9/23 Weeks, Wendell O NYSE American ... .57 .92 1.28 .33 Enliven Therapeutics (ELVN),
Edison Int'l 1.61 2.8375 36.57
* As of Friday afternoon. Citizens Financial CFG 90,689 3,899,627 2/10/23 Cummings, Kevin D Nasdaq ... .92 .79 1.12 1.21 formerly Imara (IMRA)
February 27, 2023 BARRON’S 51

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

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 .0051 .0052 195.7100 191.9951
S&P 100 of 125:100 are considered bullish, for instance. Bearish Australia (Dollar) .6722 .6903 1.4877 1.4486
Commodity Chemicals DJUSCC 692.51 + 25.74 34.36 +3.86 [1] +13.65 [13] +5.22 [50] +12.31 708.21 532.72 signals flash when the equity put-call level reaches the vicinity of Bahrain (Dinar) 2.6529 2.6536 .3769 .3769
Brewers DJUSDB 576.16 + 15.62 19.52 +2.79 [2] +3.29 [44] +3.51 [69] –1.68 644.83 519.86 30:100 and the index ratio hits 75:100. Brazil (Real) .1919 .1935 5.2105 5.1680
Exploration & Production DJUSOS 968.28 + 17.86 –52.18 +1.88 [3] +21.00 [7] –5.11 [129] +22.53 1,150.57 791.21 Bulgaria (Lev) .5393 .5468 1.8544 1.8289
Chemicals DJUSCH 848.95 + 11.42 41.94 +1.36 [4] +6.43 [26] +5.20 [52] +10.96 889.86 705.75 S&P 100 CBOE Canada (Dollar) .7351 .7430 1.3605 1.3458
Oil Equipment & Svcs DJUSOI 298.36 + 3.04 1.94 +1.03 [5] +28.50 [5] +.65 [92] +15.22 321.92 189.69 Chile (Peso) .001215 .001267 823.03 789.35
China (Renminbi) .1438 .1456 6.9562 6.8677
Heavy Construction DJUSHV 1016.81 + 9.42 75.88 +.94 [6] +32.99 [3] +8.06 [33] +29.56 1,016.81 701.03 4.75 1.65 Colombia (Peso) .0002065 .0002041 4841.58 4899.91
Oil & Gas Producers DJUSOG 826.15 + 4.76 –38.38 +.58 [7] +28.53 [4] –4.44 [127] +21.30 938.45 659.59 Czech. Rep. (Koruna) …… .. …… .. …… .. …… ..
Oil Equip, Svcs & Distri DJUSOQ 379.14 + 1.02 –3.74 +.27 [8] +17.54 [8] –.98 [101] +7.38 406.24 283.75 Commercial rate .04459 .04512 22.427 22.163
Hotel & Lodging REITs DJUSHL 89.23 + .21 4.89 +.24 [9] –6.99 [80] +5.79 [46] –4.24 110.21 79.90 Denmark (Krone) .1417 .1436 7.0589 6.9633
Defense DJUSDN 584.21 – .17 –25.17 –.03 [10] +13.93 [12] –4.13 [125] +3.45 630.68 513.07 3.90 1.40 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Food Producers DJUSFO 476.27 – 1.14 –13.61 –.24 [11] +3.06 [45] –2.78 [111] +6.67 509.71 430.00 Egypt (Pound)-y .0326 .0327 30.6311 30.5528
Food Products DJUSFP 658.99 – 1.58 –18.84 –.24 [12] +3.06 [46] –2.78 [112] +6.67 705.26 594.96 Hong Kong (Dollar) .1274 .1275 7.8486 7.8450
Semiconductor DJUSSC 6989.31 – 23.98 1,147.37 –.34 [13] –12.27 [105] +19.64 [7] +17.66 8,776.85 4,942.75 Hungary (Forint) .002774 .002787 360.53 358.78
Food & Beverage DJUSFB 785.23 – 2.93 –26.26 –.37 [14] +3.56 [41] –3.24 [117] +5.23 832.04 722.59
3.05 1.15 Iceland (Krona) .006907 .006939 144.78 144.12
India (Rupee) .01206 .01207 82.934 82.864
Beverages DJUSBV 975.64 – 4.57 –36.05 –.47 [15] +3.96 [40] –3.56 [120] +4.18 1,046.33 894.17
Indonesia (Rupiah) .0000655 .0000659 15265 15166
Soft Drinks DJUSSD 918.43 – 4.45 –36.20 –.48 [16] +4.00 [39] –3.79 [122] +4.48 978.08 837.93 Israel (Shekel) .2728 .2818 3.6663 3.5492
Nondurable Hshld Pdts DJUSHN 1084.40 – 5.29 –78.55 –.49 [17] –7.77 [84] –6.75 [136] +3.47 1,264.32 957.83 2.20 0.90 Japan (Yen) .007328 .007457 136.46 134.10
Integrated Oil & Gas DJUSOL 760.18 – 4.09 –30.34 –.53 [18] +36.01 [2] –3.84 [123] +20.63 837.28 576.31 Kazakhstan (Tenge) .002225 .002236 449.35 447.15
Pipelines DJUSPL 665.73 – 4.73 –20.76 –.71 [19] +5.76 [31] –3.02 [116] –.10 762.34 595.88 Kuwait (Dinar) 3.2571 3.2638 .3070 .3064
Gas Distribution DJUSGU 303.97 – 2.57 5.35 –.84 [20] +4.67 [35] +1.79 [84] –1.00 341.25 268.63 Macau (Pataca) .1236 .1237 8.0880 8.0840
1.35 0.65 Malaysia (Ringgit)-b .2255 .2256 4.4355 4.4320
Net Change % Change and Ranking 52 Week Mexico (Peso) …… .. …… .. …… .. …… ..
Floating rate .0544 .0545 18.3936 18.3608
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
New Zealand (Dollar) .6173 .6257 1.6200 1.5982
Steel DJUSST 571.01 – 18.73 97.83 –3.18 [81] +38.31 [1] +20.67 [6] +39.66 609.06 364.57 0.50 0.40 Norway (Krone) .0962 .0972 10.3903 10.2829
Integrated Oil & Gas DJUSOL 760.18 – 4.09 –30.34 –.53 [18] +36.01 [2] –3.84 [123] +20.63 837.28 576.31 Oman (Rial) 2.5973 2.5978 .3850 .3849
M A M J J A S O N D J F Pakistan (Rupee) .00384 .00380 260.175 262.860
Heavy Construction DJUSHV 1016.81 + 9.42 75.88 +.94 [6] +32.99 [3] +8.06 [33] +29.56 1,016.81 701.03
Source: CBOE Philippines (Peso) .01811 .01808 55.233 55.325
Oil & Gas Producers DJUSOG 826.15 + 4.76 –38.38 +.58 [7] +28.53 [4] –4.44 [127] +21.30 938.45 659.59 Poland (Zloty) .2234 .2247 4.4760 4.4495
Oil Equipment & Svcs DJUSOI 298.36 + 3.04 1.94 +1.03 [5] +28.50 [5] +.65 [92] +15.22 321.92 189.69 Qatar (Rial) .2747 .2732 3.6404 3.6600
Commercial Vehicles DJUSHR 3698.79 – 150.47 60.41 –3.91 [108] +22.77 [6] +1.66 [86] +22.62 3,849.26 2,650.92 Russia (Ruble)-a .01316 .01358 76.015 73.649
Exploration & Production
Oil Equip, Svcs & Distri
DJUSOS
DJUSOQ
968.28
379.14
+ 17.86
+ 1.02
–52.18
–3.74
+1.88
+.27
[3]
[8]
+21.00
+17.54
[7]
[8]
–5.11
–.98
[129]
[101]
+22.53
+7.38
1,150.57
406.24
791.21
283.75 Coming Earnings Saudi Arabia (Riyal)
Singapore (Dollar)
South Africa (Rand)
.2667
.7408
.0543
.2667
.7481
3.7496
1.3499
3.7494
1.3367
.0554 18.4240 18.0519
Industrial Suppliers DJUSDS 563.25 – 17.83 65.49 –3.07 [77] +16.43 [9] +13.16 [14] +17.19 590.97 442.88
Day Consensus Year South Korea (Won) .0007606 .0007717 1314.81 1295.92
Industrial Engineering DJUSIQ 3172.47 – 111.20 143.98 –3.39 [86] +15.91 [10] +4.75 [56] +15.64 3,283.67 2,352.13
Estimate Ago Sri Lanka (Rupee) .0027 .0027 365.1300 365.6100
Property & Casualty DJUSIP 1286.92 – 12.08 26.45 –.93 [23] +15.24 [11] +2.10 [80] +9.81 1,310.67 1,077.90
Sweden (Krona) .0952 .0956 10.5086 10.4551
Defense DJUSDN 584.21 – .17 –25.17 –.03 [10] +13.93 [12] –4.13 [125] +3.45 630.68 513.07 Continued from page 13 Switzerland (Franc) 1.0629 1.0817 .9408 .9245
Commodity Chemicals DJUSCC 692.51 + 25.74 34.36 +3.86 [1] +13.65 [13] +5.22 [50] +12.31 708.21 532.72 Taiwan (Dollar) .03260 .03294 30.672 30.358
T
Marine Transportation DJUSMT 237.79 – 2.07 26.56 –.86 [22] +13.13 [14] +12.57 [19] +.39 245.86 184.77 Thailand (Baht) .02863 .02902 34.930 34.460
Industrial Metals & Mining DJUSIM 494.33 – 17.97 59.67 –3.51 [90] +11.92 [15] +13.73 [13] +44.54 567.58 323.28 ADT (Q4) 0.21 -0.03
Turkey (New Lira)-d .0530 .0531 18.8731 18.8297
Advance Auto Parts (Q4) 2.42 2.07
Apparel Retailers DJUSRA 1167.84 – 41.40 –10.55 –3.42 [88] +11.63 [16] –.89 [100] +4.02 1,246.78 814.48 Ukraine (Hryvnia) .0271 .0271 36.8500 36.8500
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Agilent Technologies (Q1) 1.31 1.21 U.K. (Pound) 1.1942 1.2043 .8374 .8304
Aerospace & Defense DJUSAE 1696.47 – 29.21 2.41 –1.69 [38] +9.90 [17] +.14 [95] +1.17 1,735.98 1,369.42
AMC Entertainmet (Q4) -0.20 -0.16 Uruguay (Peso) …… .. …… .. …… .. …… ..
Home Construction DJUSHB 1455.95 – 24.43 122.58 –1.65 [37] +9.84 [18] +9.19 [27] +10.47 1,606.67 1,003.88 AutoZone (Q2) 21.80 22.30
Industrial Machinery DJUSFE 939.39 – 27.60 70.13 –2.85 [65] +9.67 [19] +8.07 [32] +9.59 970.33 713.06 Financial .02571 .02526 38.899 39.585
CrackerBarrelOldCountry(Q2) 1.36 1.71 Euro 1.0546 1.0696 .9482 .9350
Fixed Line Telecom DJUSFC 114.04 – 1.44 4.86 –1.24 [28] +7.72 [20] +4.45 [60] –13.01 125.76 87.07 HP (Q1) 0.74 1.10 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
J.M. Smucker (Q3) 2.14 2.33 British, and Japanese currencies. Source: International Monetary Fund.
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg column shows the change from previous 65-day moving a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
average. Volume figures do not reflect extended trading hours.
Monster Beverage (Q4) 0.63 0.60 2005. y-floating rate.
Nexstar Media (Q4) 8.27 6.19
Rivian Automotive (Q4) -1.96 -2.43
Sempra Energy (Q4)
Veritiv (Q4)
2.05
5.44
2.16
4.95 Money Rates
Delta Market Pulse of the Economy
W
Abercrombie & Fitch (Q4) 0.86 1.14
Latest Week Prev. Week Yr Ago

Discount Rate (NY) 4.75 4.75 0.25


Sentiment
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
Dine Brands Global (Q4) 1.25 1.32 Prime Rate (base) 7.75 7.75 3.25
Dollar Tree (Q4) 2.02 2.01
Date Data Period Ago % Chg
Indicator Economic Growth and Investment
Gross domestic product
Date
4th Qtr
Data
2.7
Period
3.2
Ago % Chg
7.0 0.90 Gasoline, (thous. bbls) Feb 17 240,066 241,922 246,479 –2.60
Jack in the Box (Q1)
Kohl’s (Q4)
Okta (Q4)
1.74
0.97
0.16
1.97
2.20
0.09
Fed Funds Rate

Avg effective offer 4.59 4.59 0.08


Personal income, (bil. $) Jan 22,562.4 r22,431.3 21,205.7 6.40 Orders Avg weekly auction-c 4.58 4.58 0.08
The Delta MSI measures the Salesforce (Q4) 1.36 0.84
position of a representative set Personal Savings Rate, St.Louis Fed Jan 4.7 r4.5 4.7 0.00 No Activity for this Week Wendy’s (Q4) 0.21 0.16
of stocks relative to an T-Bills Rate
intermediate-term moving All fixed investment, (bil. $) 4th Qtr 3,509.2 3,550.5 3,586.2 –2.15 Trade TH 13 weeks, Coupon Yield 4.843 4.802 0.386
average crossover (MAC) point. Non–residential investment, (bil. $) 4th Qtr 2,983.6 2,959.7 2,860.2 4.31
When greater than 50% of the Exports, (bil. $) 4th Qtr 2,593.4 2,604.1 2,465.7 5.18 Best Buy (Q4) 2.10 2.73 13 weeks, Auction Rate 4.720 4.680 0.380
stocks followed are above this Residential investment, (bil. $) 4th Qtr 575.3 620.0 710.3 –19.01 Imports, (bil. $) Broadcom (Q1) 10.20 8.39 26 weeks, Coupon Yield 5.110 5.030 0.722
4th Qtr 3,831.7 3,872.9 3,763.3 1.82
MAC point, the market is Dell (Q4) 1.83 1.64 26 weeks, Auction Rate 4.915 4.840 0.710
bullish. When the indicator is Production Inflation HewlettPackardEnterprise(Q1) 0.53 0.53 Avg weekly auction-c 4.68 4.61 0.38
below 50%, risk is elevated and Macy’s (Q4) 1.58 2.45 Broker Call Rate 6.50 6.50 2.00
stock exposures should be Electric power, (mil. kw hrs) (EEI) Feb 18 75,037 75,319 78,773 –4.74 ECRI Industrial Price Index f Feb 24 118.21 119.10 162.83 –27.40 Nordstrom (Q4) 0.67 1.23
reduced. Manager uses Petroleum, related capacity, % Feb 17 85.9 86.5 87.4 –1.72 Bankers Acceptances
discretion on asset allocation Gross domestic product deflator 4th Qtr 3.9 4.4 6.8 –42.65 Victoria’s Secret (Q4) 2.36 2.70
when MSI is at 50% +/- 3%. Rotary rigs running, U.S. & Can., (Hughes) Feb 24 997 1,008 874 14.07 Vmware (Q4) 1.92 2.02 1 month 4.60 4.60 0.12
Steel, (thous. tons) Employment Zscaler (Q2) 0.29 0.13 2 months 4.70 4.70 0.14
Feb 18 1,654 1,664 1,764 –6.24

Bullish
3 months 4.83 4.83 0.16
Steel, rated capacity, % (AISI) Feb 18 74.0 74.4 80.1 –7.62 Initial jobless claims (thous.) Feb 18 192 r195 198 –3.03 (Earnings are diluted and report dates are tentative. All fore-
casts and historical numbers exclude extraordinary items by
6 months 5.08 5.08 0.20
Continuing claims (mil.) Feb 11 1.654 r1.691 1.633 1.29
Consumption and Distribution accounting definitions.) Libor Interbank Rate
Source: FactSet
Consumer spending, (bil. $) Jan 18,050.7 r17,738.2 16,725.6 7.92 Construction
Current Sentiment 1 month 4.63 4.59 0.23
Building contracts, F.W. Dodge, (bil. $) Jan 865.60 r1,188.25 887.41 –2.46 3 months 4.95 4.92 0.52
Instinet Research Redbook Avg. (monthly %) Feb 18 0.05 8.03 –6.83 ….
Conference Call Calendar
62.8%
6 months 5.24 5.24 0.83
Baltic Dry Index Feb 24 883 538 2,187 –59.63 Other Indicators 12 months 5.64 5.64 1.33
New home sales, (thous. units) Jan 670 r625 831 –19.37 Earnings-
Citi Research Panic–Euphoria Reading Feb 24 –0.12 –0.06 0.03 …. Related Foreign Prime Rates
Personal consumption, (bil. $) 4th Qtr 14,226.8 14,178.6 13,981.5 1.75
a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h- Company Date Time Period
Last Week Canada 6.70 6.70 2.45
benchmark revision, 2016 equals 100. r-Revised.
Inventories Germany 3.00 3.00 0.00
Advance Auto Parts February 28 8:00AM Q4

69.7%
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) Feb 17 479,041 471,394 416,022 15.15 Japan 1.475 1.475 1.475
AES February 27 10:00AM Q4
Switzerland 1.50 1.50 0.00
Agilent Technologies February 28 4:30PM Q1 Britain 4.00 4.00 0.50
Best Buy March 2 8:00AM Q4
DENTSPLY SIRONA February 28 8:30AM Q4 Other Money Rates
2 Weeks ago Fannie Mae Home Loan:
Dollar Tree March 1 9:00AM Q4
First Solar February 28 4:30PM Q4 30-Year Fixed Conv 6.17 6.13 3.51
American Debt and Deficits Adjustable Mortgage Rates
75.3%
Hewlett Packard Enterprise March 2 6:00PM Q1 Bank money market-z 0.30 0.26 0.07
Interest Checking-z 0.06 0.06 0.03
Hormel Foods March 2 9:30AM Q1 6-Month Certif-z 1.01 1.01 0.12
Latest Preceding Year Ago Yr over Yr Feb 24 Feb 17 Yr. Ago YOY % Chg HP February 28 5:00PM Q1
Report Report Report % Chg 12-Month Certif-z 1.51 1.50 0.19
3 Weeks ago J M Smucker February 28 9:00AM Q3 30 Month Accounts-z 1.17 1.17 0.25
1 Year Treas Bills 4.97 4.87 1.08 360.19
Federal Budget Deficit (bil. $)-a 1,330FY'25 1,201FY'24 1,154FY'23 …. 2 Year Treas Notes 4.59 4.47 1.53 200.00 Progressive February 28 9:30AM Q4 5-Year Certificates-z 1.17 1.17 0.36
Current Market Exposure: Budget Surplus/Deficit (bil. $)-b, January –38.78 –85.00 +118.70 -132.67 3 Year Treas Notes 4.31 4.13 1.75 146.29 Ross Stores February 28 4:15PM Q4
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 4.01 3.86 1.88 113.30 Salesforce March 1 5:00PM Q4
Cash Treasury Gross Public Debt. (bil. $)-d 31,454.9 31,454.9 30,147.7 4.34 10 Year Treas Notes 3.80 3.67 1.99 90.95 Sempra Energy February 28 12:00PM Q4 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 3.98 3.88 2.36 68.64 Universal Health Services February 28 9:00AM Q4
Source: Delta Investment Consumer Installment Debt (bil. $)-e, December 4,775.9 r4,764.3 4,434.4 7.70
Management 11th District % Jan Discontinued .... 0.223 .... Verisk Analytics March 1 8:30AM Q4 c-Annualized yields, adjusted for constant maturity, reported by the Federal
FHFA PMMS+ 6.32 7.07 0.87 626.44 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. Source: CCBN, www.ccbn.com Factset. z-Bankrate.com.
249-6337 Report, d-Daily Treasury Statement, e-Monthly Federal Reserve Release. Fed annualized yields adjusted for constant maturity.
52 BARRON’S February 27, 2023

D ATA MARKET LABORATORY B A R R ON S.C OM / D ATA

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
2/23
849.66
2/16
890.58 1104.00
Ago Chg.
–4.59
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) 11,463 r52,037 18,354 Allstate-ALL (NYSE) 2.7 Q .89 .85 4.7 % 2-28 2-27 4-03 Number of Number of Avg.
Municipal (z) 3,277 r7,633 6,317 Alpha Metallurgical Rscs-AMR (NYSE) 1.1 Q .44 .418 5.3 3-15 3-14 4-03 Company Sym Insiders Shares $ Value Price
AMERISAFE-AMSF (Nasdaq) 2.3 Q .34 .31 9.7 3-10 3-09 3-24 Heico HEI 9 10,585 1,662,534 $157.07
Gold & Silver Prices
Best Grade Bonds-y Assured Guaranty-AGO (NYSE) 1.6 Q .28 .25 12.0 3-08 3-07 3-22
Bluegreen Vacations-BVH (NYSE) 1.9 Q .20 .15 33.3 3-06 3-03 3-20 Trustco Bank TRST 9 9,537 320,316 $33.59
(Barron's index of 10 high-grade corporate bonds.) ChampionX-CHX (Nasdaq) 1.1 Q .085 .075 13.3 4-07 4-05 4-28 Compass Diversified CODI 8 44,103 843,708 $19.13
Handy & Harman 2/24 2/17 Year Ago 4.71 4.51 2.60 Chesapeake Energy-CHK (Nasdaq) 2.5 Q 1.29 .55 134.5 3-07 3-06 3-23 FidelityNationalInformationServices FIS 8 17,867 1,204,240 $67.40
Gold, troy ounce 1810.95 1833.95 1884.80
Comfort Systems USA-FIX (NYSE) 0.4 Q .175 .15 16.7 3-10 3-09 3-21 B Riley Financial RILY 7 215,862 8,400,571 $38.92
Interm-Grade Bonds-y Corp Office Properties-OFC (NYSE) 4.4 Q .285 .275 3.6 3-31 3-30 4-17
Silver, troy ounce 20.90 21.70 23.92
(Barron's index of 10 medium-grade corporate bonds.) Coterra Energy-CTRA (NYSE) 10.0 Q .57 .15 280.0 3-16 3-15 3-30 Top 5 Insider Sales by Company in 2023
Base for pricing gold and silver contents of shipments and for making 5.24 5.06 3.72 Covenant Logistics Cl A-CVLG (Nasdaq) 1.0 Q .11 .08 37.5 3-03 3-02 3-31
refining settlement. CSX-CSX (Nasdaq) 1.4 Q .11 .10 10.0 2-28 2-27 3-15 Atlassian TEAM 12 383,818 58,787,954 $153.17
Confidence Index CVR Energy-CVI (NYSE) 5.1 Q .50 .40 25.0 3-06 3-03 3-13 Moderna MRNA 10 374,245 67,473,064 $180.29
Coins Price Premium $ Premium % CVR Partners-UAN (NYSE) 17.8 Q 10.50 1.77 493.2 3-06 3-03 3-13
Danaher-DHR (NYSE) 0.4 Q .27 .25 8.0 3-31 3-30 4-28 Neurocrine Biosciences NBIX 10 202,486 20,889,516 $103.17
(High-grade index divided by intermediate-grade index; decline in
Krugerrand 1891.71 81.46 4.50 latter vs. former generally indicates rising confidence, pointing to Deere-DE (NYSE) 1.2 Q 1.25 1.20 4.2 3-31 3-30 5-08 Hess HES 8 423,933 59,657,880 $140.72
Maple Leaf 1936.97 126.72 7.00 higher stocks.) Diamondback Energy-FANG (Nasdaq) 2.0 Q .80 .75 6.7 3-03 3-02 3-10
Mexican Peso 2335.40 152.78 7.00 United Therapeutics UTHR 8 93,850 25,167,946 $268.17
89.8 89.2 69.9 Dominos Pizza-DPZ (NYSE) 1.5 Q 1.21 1.10 10.0 3-15 3-14 3-30
Austria Crown 1777.41 53.23 3.00
Austria Phil 1900.76 90.51 5.00 Douglas Dynamics-PLOW (NYSE) 3.1 Q .295 .29 1.7 3-17 3-16 3-31
U.S. Eagles 1936.97 126.72 7.00 Other Confidence Indicators: Eaton Corp. PLC-ETN (NYSE) 1.9 Q .86 .81 6.2 3-06 3-03 3-24 Bunge Ltd .625
Premium is the amount over the value of the gold content in the coin.
Source Manfra, Tordella & Brookes, Inc. Bullion spot gold price 1810.25 Bloomberg Barclays US Long Treasury*
eBay-EBAY (Nasdaq)
Evans Bancorp-EVBN (NYSE AMER )
2.2
3.3
Q
S
.25
.66
.22
.64
13.6
3.1
3-10
3-10
3-09
3-09
3-24
4-04 Week’s Carpenter Technology
Conagra Brands
INVESCO
.20
.33
.188
Fidus Investment-FDUS (Nasdaq) 6.9 Q .41 .36 13.9 3-22 3-21 3-29
(This index measures the performance of fixed-rate, nominal US
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.)
Financial Institutions-FISI (Nasdaq)
Genuine Parts-GPC (NYSE)
4.7
2.0
Q
Q
.30
.95
.29
.895
3.4
6.1
3-16
3-03
3-15
3-02
4-03
4-03
Dividend Jabil
Matson
.08
.31

Gold Performance Bloomberg Barclays US Credit


3177.39 3224.87 4154.25
Gildan Activewear-GIL (NYSE)
Global Industrial-GIC (NYSE)
2.2
2.6
Q
Q
.186
.20
.169
.18
10.1
11.1
3-14
3-06
3-13
3-03
4-10
3-13 Payment
MGIC Investment
MiX Telematics ADR
Oshkosh
.10
.041
.41
Meltdown: Low unemployment suggests Hannon Armstrong-HASI (NYSE) 4.8 Q .395 .375 5.3 4-03 3-31 4-10 TJX Cos .295
Harley-Davidson-HOG (NYSE) 1.4 Q .165 .1575 4.8 3-03 3-02 3-20 This list includes payouts on
(This index includes all publicly issued, fixed-rate, non-convertible, common stocks.
high rates. Gold slid 1.3%, to $1,811 an ounce. investment-grade, dollar-denominated, SEC-registered corporate Home Depot-HD (NYSE) 2.6 Q 2.09 1.90 10.0 3-09 3-08 3-23
Friday (March 3)
debt.) HSBC Holdings ADR-HSBC (NYSE) 3.5 Q 1.15 .45 155.6 3-03 3-02 4-27 NYSE Bath & Body Works .20
Huntsman-HUN (NYSE) 3.0 Q .2375 .2125 11.8 3-15 3-14 3-31 Lamb Weston Holdings .28
2853.92 2859.67 3136.39
20 Installed Bldg Products-IBP (NYSE) 1.1 Q .33 .315 4.8 3-15 3-14 3-31
Monday (February 27) Parker Hannifin 1.33
AmerisourceBergen .485 Pfizer .41
Ryan Labs Treasury Index Louisiana-Pacific-LPX (NYSE) 1.7 Q .24 .22 9.1 3-10 3-09 3-31 PHX Minerals .023
M&T Bank-MTB (NYSE) 3.4 Q 1.30 1.20 8.3 3-06 3-03 3-31 Donaldson Co .23
Barron's Gold Mining Index (849.66) Ellington Financial .15 Ritchie Bros Auctioneers .27
(Index of total return from active Treasury notes and bonds. Dec. McGrath RentCorp-MGRC (Nasdaq) 1.7 Q .465 .455 2.2 4-14 4-13 4-28 TE Connectivity .56
10 31, 1996=100.) Howmet Aerospace .04
Merchants Bancorp-MBIN (NCM ) 1.1 Q .08 .07 14.3 3-15 3-14 4-03 Western Alliance Bancorp .36
265.19 264.76 301.95 Shaw Communications .074
MidCap Financial Invt-MFIC (Nasdaq) 11.8 Q .38 .37 2.7 3-14 3-13 3-30 Warrior Met Coal .07 Saturday (March 4)
Molson Coors A-TAP.A (NYSE) 2.3 Q .41 .38 7.9 3-03 3-02 3-17 Weis Markets .34 NONE
Bond Buyer 20 Bond Index
Handy & Harman Gold Price
0 Molson Coors B-TAP (NYSE) 2.8 Q .41 .38 7.9 3-03 3-02 3-17
Tuesday (February 28)
Mueller Industries-MLI (NYSE) 1.4 Q .30 .25 20.0 3-17 3-16 3-31 Sunday (March 5)
(Index of yields of 20 general obligation municipal bonds.)
NexPoint Real Est Fin-NREF (NYSE) 10.9 Q .685 .50 37.0 3-15 3-14 3-31 Alta Equipment Cl A .057 NONE
3.75 3.65 2.51 American Financial Group 4.00
NextEra Energy-NEE (NYSE) 2.6 Q .4675 .425 10.0 2-28 2-27 3-15
-10 NorthWestern-NWE (Nasdaq) 4.4 Q .64 .63 1.6 3-15 3-14 3-31 Ameriprise Financial 1.25

Week’s
Bond Buyer Municipal Bond Index Apollo Global Mgmt A .40
Old Point Financial-OPOF (NCM ) 2.0 Q .14 .13 7.7 3-08 3-07 3-31 Applied Indl Techs .35
Old Republic Intl-ORI (NYSE) 3.5 Q .245 .23 6.5 3-06 3-03 3-15
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

(Index of 40 actively-traded tax-exempt bonds; component issues ARC Document Solutions .05
-20
are changed regularly to keep the index a current picture of the
market. Source: The Bond Buyer
4.66 4.46 3.66
PDC Energy-PDCE (Nasdaq)
Peoples Bancorp of NC-PEBK (Nasdaq)
Permian Basin Royalty Tr-PBT (NYSE)
2.4
2.3
4.6
Q
Q
M
.40
.19
.041356 .036797
.35
.18
14.3
5.6
12.4
3-02
3-03
2-28
3-01
3-02
2-27
3-16
3-15
3-14
Artisan Ptrs Asset Mgmt .35
Artisan Ptrs Asset Mgmt .55 Dividend
Bank of Montreal 1.07

-30
Stock/Bond Yield Gap-s
Perrigo-PRGO (NYSE)
Plymouth Industrial REIT-PLYM (NYSE)
2.9
4.1
Q
Q
.273
.225
.26
.22
5.0
2.3
3-10
3-31
3-09
3-30
3-28
4-28
CF Industries Holdings
CMS Energy
.40
.488 Payment
PPL Corp-PPL (NYSE) 3.5 Q .24 .225 6.7 3-10 3-09 4-03 CONSOL Energy 1.10
(Difference between yield on highest-grade corporate bonds and Dorian LPG 1.00 This list includes payouts on
yield on stocks on the DJIA.) Primo Water-PRMW (NYSE) 2.1 Q .08 .07 14.3 3-10 3-09 3-27 common stocks.
Richmond Mutual Bncp-RMBI (NCM ) 3.0 Q .14 .10 40.0 3-06 3-03 3-16 Helmerich & Payne .25
-2.60 -2.46 -0.73 Helmerich & Payne .235 NASDAQ
-40 Ryerson Holding-RYI (NYSE) 1.9 Q .17 .16 6.3 3-06 3-03 3-16 IDACORP .79
Yield on DJ Equal Weight US Corp Bond Idx: San Juan Basin Royalty-SJT (NYSE) 16.2 M .249833 .11225 122.6 2-28 2-27 3-14 Invitation Homes .26 Monday (February 27)
M A M J J A S O N D J F SBA Communications-SBAC (Nasdaq) 1.3 Q .85 .71 19.7 3-10 3-09 3-24 Janus Henderson Group .39 Bio-Techne .08
Corp Bonds, (y) 5.65 5.46 3.31 Silgan Holdings-SLGN (NYSE) 1.2 Q .18 .16 12.5 3-17 3-16 3-31 Kemper Corp .31 PetMed Express .30
Sturm Ruger-RGR (NYSE) 3.3 Q .42 .41 2.4 3-10 3-09 3-24 Kennametal .20
v-Week ended Thursday. y-Yield to maturity, week ended Thursday. z- Teck Resources Cl B-TECK (NYSE) 1.0 O .464482 .368676 26.0 3-15 3-14 3-31 Lindsay .34 Tuesday (February 28)
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Maximus .28


Texas Roadhouse-TXRH (Nasdaq) 2.1 Q .55 .46 19.6 3-08 3-07 3-24 Alpine Summit Energy .032
Thermo Fisher Scientific-TMO (NYSE) 0.2 Q .35 .30 16.7 3-15 3-14 4-14 MSCI 1.38 Amerant Bancorp Cl A .09
United Bancorp-UBCP (NCM ) 4.3 Q .3125 .1575 98.4 3-10 3-09 3-20 Reinsurance Grp America .80 ArcBest .12
Stifel Financial .36 Nike Cl B .34 Phibro Animal Health .12 Sendas Distribuidora ADR .036
Week’s Ex- Sun Life Financial
Transalta Corp
.536
.041
Vulcan Materials
Saturday (March 4)
.43 Premier Inc.
Progress Software
.21
.175
Unity Bancorp-UNTY (Nasdaq)
US Physical Therapy-USPH (NYSE)
1.8
1.7
Q
Q
.12
.43
.11
.41
9.1
4.9
3-10
3-10
3-09
3-09
3-24
4-07
Spirit Airlines
Unitil Corp
.10
.405
BOK Financial .54
Business First Bancshares .12
CB Financial Services .25
Tyson Foods Cl A .48 Ramaco Resources .125 Utd Community Banks-UCBI (Nasdaq) 2.7 Q .23 .22 4.5 3-15 3-14 4-05
Dividend Universal Health Cl B
Waste Connections
.20
.255
NONE
Sunday (March 5)
Rocky Brands
Safety Insurance Group
.155
.90
Vale ADR-VALE (NYSE)
Walker & Dunlop-WD (NYSE)
6.4
2.7
S
Q
.354153 .047393
.63 .60
647.3
5.0
3-15
3-08
3-14
3-07
3-29
3-23
Wednesday (March 1)
A10 Networks .06
Cognizant Tech Solutions .29
Community West Bncshrs .08

Dates
Watts Water Tech .30 SS & C Technologies .20 Walmart-WMT (NYSE) 1.6 Q .57 .56 1.8 3-17 3-16 4-03 Aflac .42 FirstCash Holdings .33
Westlake .357 NONE Global Water Resources .025
Tradeweb Markets .09 Xcel Energy-XEL (Nasdaq) 3.0 Q .52 .4875 6.7 3-15 3-14 4-20 Allete .678
Westwood .15 Monday (March 6) Trustmark .23 American States Water .398 Heartland Financial USA .30

Dividend Payment Reductions


This list includes payouts on Wednesday (March 1) UFP Industries .25 American Water Works .655 International Bancshares .63
BlackRock 5.00
common stocks. Cedar Fair Dep Rec .30 Via Renewables .181 Black Hills .625 Macatawa Bank .08
Armstrong Wrld Ind .254 Origin Bancorp .15
General Electric .08 Vinci Partners Invt .17 Booz Allen Hamilton Hldg .47
NYSE Dun & Bradstreet .05 PacWest Bancorp .25
Eversource Energy .675 H & R Block .29 Virtu Financial .24 Brinks .20
Adjusted % Record Ex-Div Payment Canon ADR .446 PriceSmart .46
Tuesday (February 28) Goldman Sachs 2.50 Scorpio Tankers .20 Wendy's Co .25
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Carlisle Cos .75 Reynolds Cnsmr Products .23
Advanced Drainage Sys .12 Houlihan Lokey Cl A .53 Stanley Black & Decker .80
Yum China Holdings .13 Wednesday (March 1) Carriage Services .112 Shore Bancshares .12
Agnico-Eagle Mines .40 Marriott Vacations .72 Diana Shipping-DSX (NYSE) 19.2 Q .15 .175 -14.3 % 3-13 3-10 3-20
Mosaic .20 Forward Air .24 Genco Shipping & Trading-GNK (NYSE) 10.4 Q .50 .78 -35.9 % 3-07 3-06 3-14 Church & Dwight .273 Southern Missouri Bncp .21
Amcor .123 ConocoPhillips .51
Shutterstock .27 Patterson-UTI Energy .08 Grindrod Shipping Hldgs-GRIN (Nasdaq) 0.8 Q .03 .84 -96.4 % 3-10 3-09 3-17 Superior Group of Cos. .14
Week’s Ex-
Ashland .335 Enbridge .666
Associated Banc .21 Vontier .025 PDC Energy .40 Intel-INTC (Nasdaq) 5.8 Q .125 .365 -65.8 % 5-07 5-04 6-01 Entergy 1.07 Wednesday (March 1)
Avangrid .44 Qualcomm .75 Newmont-NEM (NYSE) 5.0 Q .40 .55 -27.3 % 3-09 3-08 3-23
Thursday (March 2) EQT Corp .15 Carlyle Group .325
Dividend
Avery Dennison .75 TriMas Corp .04 Star Bulk Carriers-SBLK (Nasdaq) 20.8 Q .60 1.20 -50.0 % 2-28 2-27 3-14
AdvanSix .145 Essential Utilities .287 ConnectOne Bancorp .155
Ball Corp .20 Thursday (March 2) FirstEnergy .39
Berry Global Group .25 Banco Bradesco Ord ADR .003 Enterprise Bancorp .23
BorgWarner
Century Communities
.17
.23
Bank of America
Dana
.22
.10 Dates Arrow Financial
Cass Info Systems
.27
.29 Stock Splits/Dividends Special Dividends Record Ex-Div Pay
Ford Motor
Ford Motor
Genie Energy
.65

.075
.15
First Mid Bancshares
Intel
.23
.365
Clearway Energy Cl A .375 Dominion Energy .668 CH Robinson Worldwide .61 Company Name-Ticker Symbol (Exchange) Amount Date Date Date KLA 1.30
Flowers Foods .22 This list includes payouts on Cognex .07 Record Ex-Div Pay JM Smucker 1.02 Landmark Bancorp .21
Clearway Energy Cl C .375 Berry (bry)-BRY (Nasdaq) 0.44 3-15 3-14 3-23 Kroger Co .26
Comstock Resources .125 FNB Corp .12 common stocks. Covenant Logistics Cl A .11 Company Name-Ticker Symbol (Exchange) Amount Date Date Date Middlesex Water .312
Gallagher .55 Chord Energy-CHRD (Nasdaq) 3.55 3-07 3-06 3-21 Magnolia Oil & Gas .115 Phillips Edison .093
Corteva .15 Eastern Bankshares .10 Civitas Resources-CIVI (NYSE) 1.65 3-15 3-14 3-30
GATX .55 NASDAQ Murphy Oil .275 Selective Insurance .30
Element Solutions .08 First Merchants .32 Greene County Bancorp-GCBC (NCM ) 2-for-1 3-08 3-24 3-23 Diamondback Energy-FANG (Nasdaq) 2.15 3-03 3-02 3-10 Murphy USA .37
General Motors .09 Mercantile Bank .33 Installed Bldg Products-IBP (NYSE) 0.90 3-15 3-14 3-31 Warner Music Group .16
Employers Holdings .26 Tuesday (February 28) Penske Automotive .61
Genuine Parts .95 MillerKnoll .188 Mosaic-MOS (NYSE) 0.25 3-15 3-14 3-30 Winmark .70
Eneti .01 Hamilton Beach Brands .105 Avnet .29 Phillips 66 1.05
EnPro .29 Newmark Group .03 National Presto Inds-NPK (NYSE) 3.00 3-01 2-28 3-15
Pinnacle West Capital .865
FutureFuel
Granite Ridge Resources
.06
.11
Harley-Davidson
HSBC Holdings ADR
Knight-Swift Transport
.165
.45
.14
Bloomin' Brands
Bruker Corp
CNB Financial PA
.24
.05
.175
Open Text
Peoples Bancorp of NC
.243
.19 Week’s Ex- Thursday (March 2)
Chicago Rivet & Machine .22
Pioneer Natural Rscs-PXD (NYSE) 4.48 3-06 3-03 3-17
Sensient Technologies
SJW Group
.41
.38
Thursday (March 2)
Fastenal .35
PepsiCo 1.15 HomeTrust Bancshares .10
Dividend
Group 1 Automotive .45
Week’s
Molson Coors A .41 Imperial Oil .33 Tuesday (February 28) Southern Copper 1.00
Halliburton .16 Cowen Cl A .12 SLM Corp .11 Southwest Gas Holdings .62 Southside Bancshares .35
Molson Coors B .41 NONE
Hyster-Yale Materials .322 North Amer Construction .075 Electronic Arts .19 Standard Motor Products .29
Friday (March 3) Friday (March 3) Friday (March 3)
ICL Group
Ingersoll Rand
Interpublic Grp
.138
.02
.31
Owens Corning
Piper Sandler
.52
1.25
First Finl Bancorp OH
Fox Cl A
Fox Cl B
.23
.25
.25
Hancock Whitney
Universal Logistics
.30
.105
Dates NONE Dividend Wednesday (March 1)
NONE
SunCoke Energy
Truist Financial
Visa Cl A
.08
.52
.45
Advanced Energy Inds
DallasNews
.10
.16
Piper Sandler .60
Juniper Networks
Kellogg Co
Lockheed Martin
.22
.59
3.00
Stepan Co
Suncor Energy
.365
.389
GCM Grosvenor Cl A
Haynes Intl
.11
.22
Saturday (March 4)
NONE
This list includes payouts on
common stocks.
Saturday (March 4)
NONE
Payment Thursday (March 2)
NONE
WEC Energy Group
Wells Fargo
.78
.30
Eagle Bancorp Montana
First Hawaiian
Hawkins
.138
.26
.15
Tennant Co .265 Interactive Brokers .10 WisdomTree .03
McDonald's 1.52 Textainer Group Holdings .30 NYSE American This list includes payouts on Friday (March 3) WW Grainger 1.72 Nathan's Famous .50
MGE Energy .407 Sunday (March 5) Sunday (March 5) common stocks.
McKesson .54 Trane Technologies .75 NONE Zoetis .375 Princeton Bancorp .30
National Presto Inds 3.00 MidWestOne Fincl Group .243 NONE Tuesday (February 28)
Whirlpool 1.75 NONE NYSE American Saturday (March 4)
National Presto Inds 1.00 Monarch Casino & Resort 5.00 Saturday (March 4) Thursday (March 2)
Nelnet A .26 Friday (March 3) NBT Bancorp .30 Monday (March 6) NONE NONE
Monday (March 6) NONE Affiliated Managers .01
PBF Energy .20 Bluegreen Vacations .20 Old Dominion Freight .40 Adtran Holdings .09 Wednesday (March 1) Monday (February 27) Archer Daniels Midland .45
Polaris .65 CVR Energy .50 Olympic Steel .125 Commerce Bancshares .27 NONE Sunday (March 5) Berkshire Hills Bancorp .18 Sunday (March 5)
NONE Cheniere Energy .395
Safe Bulkers .05 Liberty Energy .05 Patria Investments .308 Equinix 3.41 NONE BGSF .15 NONE
February 27, 2023 BARRON’S 53

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

InvestcorpIndiaA ApreaTherap GeniusBrands PMV Pharm EMCOR TechnipFMC NationalFuelGas Shapeways

Week’s IridiumComm
Iteris
Arcimoto
ArqitQuantum
GladstoneComm
GladstoneLand
PortageBiotech
Prenetics
ESM Acqn A
EverestConsolA
TeckResourcesB
Teekay
Nevro
Owlet
SilverBowRscs
SolarisOilfield
SteelPartners
New Highs and
JawsJuggernautA AscentSolar GreenLightBio ProcessaPharm Expro TeekayTankers ParamountGroup
KismetTwoA AspenGroup GromSocialEnts QuantaSing FastAcqnII A Terex 3M
PioneerNatRscs
LavaMedtech AssetEntities GT Biopharma QuoinPharm FedAgriMtg C TrajectoryAlphaA Tupperware
RubiconTech
Lows LimestoneBncp
Limoneira
AteaPharm
AtlisMotor
HarborCustomWt
Hesai
RackspaceTech
RapidMicro
FlameAcqnA
ForestRoadII A
TriPointe
TrineIIAcqnA
SM Energy
Sasol
US Xpress
VF
VermilionEnergy
LionheartIII A AudioCodes HothTherap RealGoodFood FreshDelMonte TsakosEnergy
NYSE SequansComms VitalEnergy
LIVCapAcqnII A AvalonGloboCare HuadiIntl RelianceGlobal Frontline TwinRidgeCapA

136 78 McGrathRent AytuBioPharma HyzonMotors ReNewEnergy FusionAcqnIIA US Foods


MeihuaIntlMed BerkeleyLights Ideanomics RevelationBio GSquaredIIA UnivInsurance U.S. Treasury Bills
RockyMtnChoc V2X Wkly Ask
New Highs New Lows MetalSkyStar Biofrontera ImmunityBio GoldenFalconA Maturity Bid Chg. Yld.
Asked
MontereyCapA BiondVaxPharm ImpelPharm RoyaltyPharma Graham Vertiv
February 28 4.47 4.46 -0.07 4.52
Nasdaq MoonLakeImm Bionomics ImperialPetrol RubiusTherap GpoAeroportuar VishayPrecision March 02 4.32 4.31 -0.11 4.39
Bioventus IMV SangamoTherap WarburgPincusI-A March 07 4.45 4.44 -0.05 4.50
MuscleMaker GuildHldgs

191 283
March 09 4.47 4.46 -0.04 4.53
MYR Group BitBrother Incannex SeaStarMedical HSBC Watsco B March 14 4.46 4.45 -0.03 4.52
NortheastCmBncp BlinkCharging InfinityPharm Seer HavertyFurn A WaverleyCap1 A March 16 4.42 4.41 0.05 4.49
March 21 4.47 4.46 -0.05 4.53
New Highs New Lows NorthViewAcqn BlueprintMed Inogen SelinaHosp HavertyFurn WorldFuelSvcs March 23 4.31 4.30 -0.15 4.38
NubiaBrandA BlueStarFoods InovioPharm SellasLifeSci HelixEnergy March 28 4.48 4.47 -0.03 4.55
NYSE American
NEW LOWS March 30 4.37 4.36 -0.11 4.45
OceanBiomedical BridgewaterBcshs IntegratedMedia ShiftPixy Hershey April 04 4.52 4.51 -0.05 4.60
AMTD Digital
Brightcove Intercure ShoreBancshares April 06 4.50 4.49 -0.05 4.57

11 21
OneSpaWorld IconicSportsA
AdvanceAuto April 11 4.57 4.56 -0.02 4.65
Perma-Fix BrightMindsBio Interface SiNtxTech InfiniteAcqnA April 13 4.52 4.51 -0.05 4.60
Azul
PineTechA BullfrogAI JackHenry SiriusXM IngersollRand April 18 4.62 4.61 -0.02 4.70
New Highs New Lows BensonHill April 20 4.59 4.58 -0.01 4.67
PlainsAllAmPipe BusFirstBcshs JaguarHealth SmartPowerr InsightAcqnA April 25 4.62 4.61 0.04 4.70
Only includes COMMON and REIT stocks
Bill.com
PlainsGP C4 Therap JupiterWellness SNDL JacksonFinl April 27 4.58 4.57 0.03 4.66
Braskem May 02 4.64 4.63 .... 4.73
PortageFintechA Canoo KaivalBrands Soligenix KensingtonCapV A ButterflyNtwk May 04 4.63 4.62 0.01 4.72
NYSE American AvitaMedical ProfDiversity CapitalBancorp Kalera SonnetBio La-Z-Boy May 09 4.65 4.64 .... 4.75
CI&T May 11 4.69 4.68 .... 4.79
B.RileyPrin250A RemitlyGlobal Celularity KinnateBio Sono LambWeston
NEW HIGHS CTO Realty May 16 4.65 4.64 .... 4.75
BeaconRoof RF Acqn A CerberusCyber KiromicBiopharma Southland LearnCWInvtA May 18 4.70 4.69 .... 4.80
AltisourceAsset Cazoo May 23 4.68 4.67 0.01 4.79
BetterWorld SeaportGlblAcqnII ChemomabTherap Knightscope SpartanNash Linde
AmShrHosp Chegg May 25 4.71 4.70 0.04 4.82
BioPlusAcqnA SemperParatusA ChickenSoupA LakeShoreBancorp StructureTherap LiveOakMobilityA May 30 4.68 4.67 0.01 4.79
AsensusSurg ConcordMed
BJsRestaurants ChinaSXTPharm LavaTherap Surmodics MSG Sports June 01 4.71 4.70 0.02 4.82
SilverspacA Cosan June 06 4.70 4.69 .... 4.82
CoreMoldingTech bleuacaciaA Citizens&Northern LibertySirius A Swvl MagnumOpusA
SpokHoldings CreditSuisse June 08 4.66 4.65 .... 4.78
Espey BlockchainMoonA CN Energy LibertySirius C T2Biosystems Manitowoc June 13 4.77 4.76 0.02 4.89
SpringwaterSpec CrescentEnergy June 15 4.67 4.66 .... 4.79
FriedmanInds BloominBrands CNS Pharm LichenChina TayshaGene MayvilleEngg
SuperMicroComp D-WaveQuantum June 20 4.78 4.77 .... 4.90
GencorInds BlueWorldA ColonyBankcorp Lilium TechTarget MirionTech June 22 4.67 4.66 -0.01 4.79
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

SwiftmergeA DominionEner
HNR Acqn June 27 4.85 4.84 .... 4.98
BurTechAcqnA TargetGlbl I A ComSovereign LionGroup TenaxTherap ModineMfg Domino's June 29 4.66 4.65 -0.01 4.79
HPX A CarticaAcqnA TioTechA A ConnexaSports LionheartIII A TFF Pharm Moog A July 06 4.72 4.71 0.02 4.85
DouglasEmmett July 13 4.73 4.72 -0.02 4.87
IvanhoeElectric ChainBridgeIA Tiptree ContraFect LogicMark TivicHealth MotiveCapII A ESSTech July 20 4.74 4.73 -0.04 4.89
NEW LOWS ChengheAcqnA TitanMachinery CorbusPharm LucyScientific TOP Ships N-able Enviva July 27 4.74 4.73 .... 4.89
Cronos LuokungTech TPBAcqnIA August 03 4.81 4.80 .... 4.97
ChinaJoJoDrug Torm NGL Energy EnzoBiochem
BM Tech Aug 10 '23 4.81 4.80 0.01 4.98
ClimbGlbl TPBAcqnIA Cryptyde LyellImmuno Trevena NaborsEnerA EquityCommnwlth Aug 17 '23 4.85 4.84 .... 5.02
CanFiteBiopharm Aug 24 '23 4.92 4.91 .... 5.10
CloverLeafA Transcat CumulusMedia LyraTherap TuanChe NorthernGenIII FarmlandPtrs
ChinaPharma Sep 07 '23 4.66 4.65 -0.02 4.83
CompassDigitalAcqn TransMedics CYREN MarkerTherap Tucows OFGBancorp FirstMajestic Oct 05 '23 4.71 4.70 -0.03 4.91
DunxinFinl Nov 02 '23 4.74 4.73 -0.02 4.95
CorazonV838 A TwelveSeasII A Daxor MartinMidstream TwistBiosci OakStreetHealth FiscalNote
1847Holdings Nov 30 '23 4.76 4.75 -0.01 5.00
CornerGrowthA UltaBeauty DecarbPlusIV A MEI Pharma Udemy OrionEngCarbons Fisker Dec 28 '23 4.77 4.76 0.01 5.03
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Enservco
CornerGrowthAcqn US Lime&Min Deswell MicrobotMed UnivElectro POSCO GOL Linhas
Jan 25 '24 4.76 4.75 -0.02 5.04
GEE Group Feb 22 '24 4.81 4.80 .... 5.11
Cowen UTA Acqn A DigitalBrands Microvast UplandSoftware ProofAcqnIA Getaround
GoldResource
CRA Intl DigitalTransform MidatechPharma UTime PeridotAcqnIIA
GranTierraEner
CresceraCapA
ValuenceI A
VerdeCleanFuelsA DragonflyEnergy MidSouthBncp VandaPharm PostHldgsA
GraniteRidge
Hanesbrands
Federal Reserve Data Bank
Oragenics
DataKnightsA VisionSensingA E-HomeHousehold MilestonePharm Vicor Primerica Heliogen One week ended Feb 22:
PolymetMining VintageWineEstates
DecarbPlusIV A WillScotMobile Eargo MonteRosaTherap Progressive ICL Group
RingEnergy VirginOrbit Member Bank Prev. Year
DigitalTransform Wingstop ECARX Morningstar QuantaServices J&J Week Ago
SatixFyComms WindtreeTherap Reserve Chgs. (Mil. $) Change Change
DiscMedicine Winmark Ecoark Movano ResoluteForest KT
Tellurian WiSA Tech
DPCapAcqnIA WorldwideWebbA EdibleGarden Movella RocketInternetA KenonHoldings U.S. Gov't securities:
UniqueFabricating Yunji
EDAP TMS XPACAcqn EffectorTherap MSD Acqn Wt SDCLEDGEAcqn KilroyRealty Bought outright 7,989,321 -29,820 -467,776
Nasdaq EM Horizon A YottaAcqn Energous MultiMetaVerse ZynerbaPharm ST Ener I A Kinetik Federal agency secur:
EncoreWire ENGlobal MySize NYSE SculptorAcqnIA LL Flooring Bought outright 2,347 .... ....
NEW HIGHS NEW LOWS
EnlivenTherap EnlightRenewableEn NanoVibronix SelectMedical LocalBounti
AhrenAcqnA Reserve bank credit:
EuropeanBioA 5EAdvMatls EnochianBio NektarTherap NEW HIGHS ShoulderUpTechA LumenTech
AlphaHlthIII A Primary Credit 4,739 -101 +3,320
EvergreenA 9F EnsysceBio NemauraMedical AAR Stantec Mytheresa Secondary Credit .... .... ....
AlphaPtrsA FinServ II A AadiBioscience EpsilonEnergy Netcapital AlamoGroup Starrett A MariaDB Seasonal Credit .... .... ....
AlphaStarAcqn FirstReserveA AbeonaTherap Erasca NetScout AltimarAcqnIIIA TXO Energy MultiPlan Float -154 +8 -16
Alphatec FranklinElec AcelRxPharm EsportsEnt NFTGaming AmbrxBio Other F.R. Assets 32,655 -13,183 +799
AlphaVestAcqn FrontierInvtA ActelisNtwks EtaoInternational Nkarta APi Group Total Fed Credit # 8,348,746 -44,330 -536,848
AlpineAcqn FSD Pharma AdamasOne EudaHealth Nocera Archrock Barron’s 50-Stock Average Gold stock
SDR Certif. Accounts
11,041
5,200
....
....
....
....
AltEnergyA FTACZeusAcqnA Adtran EuropeanBioA Novavax ArctosNorthA This index is a weighted average of 50 leading issues. Useful in secu- Treas. Curr. Outst. 51,569 +14 +728
AnthemisDigA rity valuation. Source: Barron's Stats
FTAI Aviation AegleaBioTherap Euroseas NV5Global AresAcqnA Total 8,435,026 -44,460 -537,978
ApellisPharm Games&EsportsA AerwinsTech EveloBiosci Nyxoah AssetMarkFin Feb 23 Feb 16 Feb Yr-to-Yr Currency in circ 2,300,632 +2,672 +63,376
AppFolio 2023 2023 2022 % Chg Treas. Cash Hldgs 102 +3 +68
GE HealthCare Affimed ExelaTech ObsEva AthenaTechII A
S&P 500 Index 4012.32 4090.41 4412.62 –9.07 Treas. Fed Deposits 477,333 -13,046 -220,505
APxAcqnI A Genelux AileronTherap FarmersBancp OceanBiomedical BiglariB Barron’s 50 Index 11239.17 11402.36 11369 –1.15 Foreign Fed Deposits 9,436 -2 +2,198
ArchCapital GenesisGrowthA AirTransportSvcs FaZe OceanPal BiglariA Projected quarterly earn 154.03 144.41 142.71 7.93 Other Fed Deposits 185,548 -6,573 -61,114
AriszAcqnA GenesisUnicornA AkamaiTech FGI Industries Ocugen BlackMountainA Annualized projected earn 616.11 577.64 570.84 7.93 Other FR liab/cap 16,405 +369 -31,691
ArogoCapA GlbPtrII A AkariTherap FirstGuarBcshs OncoSecMed C5AcqnA Annualized projected P/E 18.24 19.74 19.9 –8.44 Total factors 5,418,449 -19,999 +215,314
ARS Pharm GlobalinkInvt AlarumTech FirstMidBcshs OpenLending CNO Financial Five-year average earn 484.71 480.86 446.53 8.55 Reserves F.R. banks 3,016,577 -24,461 -753,292
Five-year average P/E 23.19 23.71 25.5 –8.93 Fgn hold U.S. debt 3,352,679 +6,617 -96,605
ArtemisStratInvt GX Acqn II A AlerusFinancial FirstNWBncp OPKO Health Cars.com
AryaSciencesV H&E Equipment Alpha&Omega FocusUniversal OrbitalInfr Year-end earn 613.52 603.90 540.28 13.56
Chemed
Year-end P/E 18.32 18.88 21.0 –12.95 Reserve Aggr (Mil. $) Latest Prev. Month % Year
Assertio HorizonSpaceI AlpineAcqn FormulaSys P3HealthPartners CleanHarbors Month Ended Dec Month Month Chg. Ago
Year-end earns yield, % 5.46 5.30 4.8 14.84
AsureSoftware indieSemicon AlpineAcqn Freightos PanbelaTherap ComfortSystems Best grade bond yields, % 4.71 4.51 2.35 100.85 Total Reserves: 3,107,300 3,126,200 -0.60 4,187,900
AtlCoastal II A InsightEnt AlpineSummit FVCBankcorp PasitheaTherap Curtiss-Wright Bond yields/stock ylds, % 0.86 0.85 0.49 75.08 NonborrowedRes 3,090,000 3,107,000 -0.55 4,149,900
AtlCoastalA InspiredEnt AltamiraTherap Galapagos PerformShipping DHT Actual year-end divs 239.43 239.22 223.72 7.02 BorrowedReserves 17,300 19,178 -9.79 38,082
AuraFatProjectsA IntuitiveMachinesA Anterix GenDigital PLBY Group dMYTechVI A Actual yr-end divs yld, % 2.13 2.10 1.97 8.23 Monetary Base 5,405,400 5,418,700 -0.25 6,413,100
54 BARRON’S February 27, 2023

O T H E R VO I C E S
Today’s workers must now fend for themselves,
relying on their own savings and figuring out how
to avoid running out of money.

A Retirement Nest
their own plans, but it would help if Employers should negotiate with pro-
state governments, or the federal gov- viders to offer their employees the op-
ernment, would operate retirement tion of putting some of their retirement
savings plans open to everyone. Some savings into an annuity that guarantees

Egg Isn’t Enough


states do this already. Current tax law regular monthly payments, either
favors retirement savings, but the ben- throughout retirement or to protect
efit of this tax break, worth over $250 against running out of money at the
billion a year, accrues mostly to the end of life. It is a way of creating an
rich. Tax reform should redistribute individualized “pension” plan.
the benefit more equally to encourage Long-term care insurance used to

T
middle-income families to save. be common, but the market for these
he early stage of the but no one knows exactly what will BY MARTIN Saving a solid retirement nest egg is policies has almost disappeared.
pandemic was espe- happen. Older Americans can now NEIL BAILY not enough. Savers don’t know what There should be an effort through
cially hard on retir- add policy uncertainty to their list Senior fellow at returns they will earn on their savings. regulation and even subsidies to get
ees and those near- of risks to retirement. the Brookings Family members don’t know how long this market going again. Standard
ing retirement. We need a plan, not just to address Institution and they will live (people often underesti- policies with well-defined terms
Families who had future potential shortfalls in public co-author of mate their lifetimes). They don’t know should be available and part of
saved diligently and support, but also to address the decade- The Retirement if they will need in-home care, or if employer benefit plans that protect
invested in the stock market saw their long shift away from private pensions. Challenge: What’s they will have to enter an expensive families against the worst ravages of
assets plunge. Those who were plan- Americans are willing to take on the Wrong With nursing home. (Many families hoard dementia and other long-term-care
ning on working a few more years challenge of managing their own retire- America’s System their financial assets for fear that they issues. Taxpayers would benefit by
before retiring may have lost their jobs ment, but they need more help to do it. and a Sensible will need all of their savings for end-of- taking some of the load off Medicaid-
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

as businesses closed or cut back; older The first step is to save enough, Way to Fix It. life care). Perhaps a family doesn’t have funded nursing homes.
workers in frontline jobs were forced to consistently. The best way to do this is much savings but has built up sizable Families that have built up value in
quit their jobs out of fear of Covid. De- through automatic retirement savings equity in their home. How do they their homes can choose to sell them,
spite government support, for millions plans, like 401(k)s. Ideally, every em- make best use of this asset? downsizing into a smaller home, or
of older Americans, retirement security ployer would offer such a plan to its Each family must choose how to moving into a rental property. Many
became endangered nearly overnight. employees, with small companies re- manage their retirement and the uncer- people, though, want to remain in the
These shocks to the retirement ceiving tax subsidies to cover adminis- tainties they face, but a good financial family home, close to neighbors and
system exposed fundamental short- trative costs. Employees would be en- advisor, and a reformed retirement children, but still need access to the
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

comings that have been building for rolled in the plan automatically when system, can help. Annuities are a way equity in their home. Reverse mort-
decades. The retirement goal for pre- they’re hired, with contributions taken to avoid market and length-of-life gages were designed to help this
vious generations was to have a secure out of paychecks unless they chose to uncertainty, but at present it is hard to group, but they developed a bad repu-
pension lasting for as long as they opt out. The self-employed can set up find the right annuity at the right price. tation. They are now heavily regu-
lived. Today’s workers must now fend lated, and while this has mostly elimi-
for themselves, relying on their own nated fraud and misrepresentation,
savings and figuring out how to avoid it has also made policies expensive.
running out of money. With little fan- Regulation needs to be simplified.
fare, America has moved from a world There has been a transformation
of traditional pensions, where risks in America’s retirement system from
were absorbed by employers, to a sys- traditional pensions to individual ac-
tem of individual accounts where fam- counts. We can look at the old system
ilies must manage uncertainty, includ- with longing, but it is never coming
ing the fact that none of us knows back. And there are some advantages
how long we will live and what large to the new system. The old system
expenses we may face. never covered everyone, and it as-
This risk is partly mitigated by sumed that people would stay with
Social Security and Medicare, the foun- the same employer. Today’s workers
dation of the American retirement sys- change jobs often and need a retire-
tem. Unfortunately, these programs are ment plan that moves with them. The
not on a sound financial footing. The downside is that retirees are exposed
Social Security trust fund for retire- to a lot of risk. Reasonable policy re-
ment and survivors’ benefits is ex- forms can invigorate insurance mar-
pected to run out of money in 2033, kets to help ameliorate risks. Employ-
while the Medicare hospital fund could ers, having shucked off their pension
run out in 2028. These dates are too responsibilities, owe it to their em-
close for comfort. Congress probably ployees to make it easier to build a
will act to avoid sharp cuts in benefits, secure retirement. B Alamy
February 27, 2023 BARRON’S 55

MAILBAG
Send letters to Mail@Barrons.com. To be considered for Numbers by Barron’s, which breaks
publication, correspondence must bear the writer’s name, down the markets, is available
address, and phone number. Letters are subject to editing. wherever you listen to podcasts.

its,” could be part of the solution. large-cap ETFs (“Buckle Up for More
Ronald Askeland Turbulence. 5 Market Pros on the Closing the Budget Gap
San Diego Flight Ahead,” Feb. 17).
Furthermore, three of the four To the Editor:
ETFs are value-oriented, and two of There are few politicians who pro-
T-bills vs. Equities them have underperformed the S&P mote fiscal responsibility, but even a
500 index over three- and five-year third-grader knows that if you spend
To the Editor: periods. more than you have, you will end up
Randall W. Forsyth cites several ana- Instead, I would retain the Invesco with a deficit (“Taxpayers Are Get-
lysts who argue that Treasury bills ETF and add the Schwab U.S. Divi- ting a Free Lunch. A Debt-Ceiling
currently yielding 5% are providing dend Equity and Vanguard Dividend Fight Could End It,” Other Voices,
strong competition for equities (“Can Growth Fund ETFs—both of which Feb. 17).
the Stock Market Keep Rallying? Hopes have fourth-quarter and one-year To close the gap, we need tax re-
Are Fading,” Up & Down Wall Street, returns comparable to the ETFs men- form, automation, and additional
Feb. 17). But to determine the appropri- tioned in the article, but also have personnel to achieve compliance. The
ate level of equities, one should also superior three-, five-, and 10-year re- tax system was created based upon a
consider long-term interest rates. From turns against the S&P 500. Addition- progressive tax. Lobbyists, well-to-do
1960 to 2007, the 10-year Treasury ally, the average fee for the two addi- individuals, and corporations have
averaged 6.84%. It is currently at tional ETFs is 16.5 basis points, modified the system to increase their
3.82%. Similarly, over the past 45 years, versus. 34 basis points for the four own wealth. Isn’t it absurd that every
the 30-year Treasury has averaged recommended ETFs. [A basis point is four years we speak about carried
6.30%. It is currently at 3.87%. At a 1/100 of a percentage point.] interest and nothing ever happens?
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November 2016 meeting with Univer- Mike Meehan A benefit of a 23.8% tax rate for those
sity of Maryland students, Warren Buf- Bradenton, Fla. well-heeled individuals versus 37%

‘Chemical fett said, “Stocks are cheap if long-term


rates [30-year Treasury] are at 4%, four
or five years from now.” At that time, Saving With a 529 Plan
for the rest of us peasants? What is
the rationale behind this inequality?
And just look at Medicare and drug

Recycling’: a
the 30-year Treasury was at 2.8%. pricing. Again, powerful lobbyists
Since equities are considered long- To the Editor: control the price of drugs.
term investments, and most corpora- Thanks to Secure Act 2.0, with a 529 The lower-, middle-, and upper-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

tions borrow primarily long term to plan you can now not only save for middle class are paying more than

False Solution
match the time horizon of their proj- your kids’ education, but also con- their fair share because they have no
ects, today’s historically low long-term tribute to their retirement fund by real representation. All we hear from
interest rates should not be ignored in converting unused education funds politicians are sympathetic words,
equity valuations. Discounted-cash- (max $35,000) to a Roth IRA (“Act with no constructive plan of action.
flow valuations are calculated by dis- Now to Trim Your 2023 Tax Bill. Tax reform and compliance would
To the Editor: counting future cash flows by the Here Are 7 Things You Can Do,” Feb. certainly augment revenue and be the
Thank you for the well-balanced cover story “Rethink- weighted average cost of capital. This 12). If the return on investment of appropriate action required to bal-
ing Plastic” (Feb. 17). According to the National Re- calculation would incorporate a com- mutual funds in a Roth IRA is 10% ance the budget. We cannot move
sources Defense Council, the plastics industry is pro- pany’s long-term cost of debt. annually, $35,000 invested at age 22 forward if we don’t take the first
moting technologies that it misleadingly calls “chemical David I. Kass will be about $3 million at age 67. steps. What do they say is the defini-
recycling” and touts as a solution to the plastic crisis. University of Maryland And withdrawals are tax-free. This is tion of insanity? It’s doing the same
But it is a false solution. Chemical recycling consists of College Park, Md. a great way to encourage parents to thing over and over—and expecting
plastic-to-fuel and plastic-to-chemical processes, both of save for their kids’ education. a different result.
which are fraught with health, environmental, social, Rohit Bhosekar Allen B. Herskowitz
and economic concerns. Most chemical-recycling facili- Better ETFs? Harrisburg, N.C. Pound Ridge, N.Y.
ties in the U.S. don’t recycle any plastic, generate large
quantities of hazardous waste, and release hazardous air To the Editor:
pollutants. Facilities are often sited in communities that I’m not sure I buy the argument in
are disproportionately low-income, people of color, or Jack Hough’s Streetwise column about
both. Given these issues, chemical recycling cannot be
the solution to our plastic problem—no matter how the
the Bank of America recommendation
to specialize in smaller and midsize
“Taxes to offset the toll of plastics...
Illustration by Javier Jaén

plastics industry tries to spin it.


Policies are needed to reduce plastic production and
waste, protect disadvantaged communities, and expose
exchange-traded funds to offset inves-
tor overcrowding in big-company
stocks, since two of them (Pacer
as well as ‘plastic credits,’ could be
plastic-to-fuel processes as greenwashing. As stated in
the article, taxes to offset the toll of plastics on the en-
Global Cash Cows Dividend and
Invesco S&P 500 Equal Weight) are part of the solution.”
vironment and human health, as well as “plastic cred- both described by Morningstar as Ronald Askeland, San Diego
M W L C 10 11 12 H G R P 4 8 3 F 2 D 6 7 9 0 A I
56 BARRON’S February 27, 2023

Longevity and the New Retirement


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