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63142

>
L
VOL. CIV

PAGE 18
new hot
product:
THE
A

go wrong?
NO. 27

What could
Options that
Wall Street’s
T

expire in a day.
E S T

C
D AY -
11 WAYS TO CASH IN ON HIGH R ATES • PAGE 14

R
TRADING
JULY 1, 2024

A
$5.00

Z E
 C O NT EN TS
P. 18
Day Traders Flock to
Zero-Dated Options
Cover Story: Betting on intraday
market moves has taken off among
investors chasing lottery-like
payouts. That could spell trouble.
By PAUL R. LA MONICA
P. 10
Help Is on the Way for
the Housing Market
Mortgage rates would need to
decline by only about a percentage
point to get the market unstuck.
Builders are ready to get to work.
By SHAINA MISHKIN
P. 11
Honeywell Stock
Could Surge 40%
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The industrial company was laid
low by the pandemic. Fatter profits
and smart acquisitions could help
it resume its winning ways.
By AL ROOT
P. 14
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
The 11 Top Sectors for
Income Seekers Now
From dividend stocks and T-bills
to pipelines and REITs, here’s
where to score solid yields for the
second half of the year.
By ANDREW BARY
P. 24
A Paralympian’s
Insights on Investing
Q&A: Blake Haxton, an analyst at
the top-performing Brandywine
Global High Yield fund, discusses
resilience amid unpredictability.
By AMEY STONE
P. 54
Bank Bailouts Are Part
of the Normal Cycle
Other Voices: Rather than rushing
to regulate, we should respect the
role that banks play—and make
peace with their inevitable failures.
By PAOLO ZANNONI
P. 12
The Digital Health Revolution
Wearable medical monitors from Apple, Garmin, iRhythm, and other companies bring
new meaning to the term “watching your health.” Here’s how these devices could factor
into the future of healthcare—and what their limitations are. By BILL ALPERT
Cover illustration by
Erik Carter
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Beyond the Mag 7 On to Silver’s Streak
The craze for all things AI is Silver is among this year’s best-
coming to software stocks such as performing commodities, beating
Adobe, Salesforce, and ServiceNow. gold and copper. Its link to AI
Plus, offsetting tech with oil stocks. chips is one reason to own it.
By BEN LEVISOHN By DEBBIE CARLSON
P. 8 P. 22
Streetwise: Can Rao’s Economy: Don’t Rely
Save Campbell Soup? on Distorted Jobs Data
Wall Street is warming up to Discrepancies in labor-market
Campbell as the company spices up data might be explained by factors
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Trader: Summer Could
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The lack of broad participation in
the rally is reason for concern.
By JACOB SONENSHINE
P. 29
International: Brazil’s
Rally Isn’t Over
A market pullback is producing
some bargains. Here are four
stocks to consider.
By CRAIG MELLOW
P. 30
Striking Price: Pounce
on Politics-Driven Panic
What to buy during stock swoons
triggered by election-related fears.
By STEVEN M. SEARS
P. 55
Retirement: Cashing
In Some Nvidia Gains
How to take some money off the
table while avoiding a big tax hit.
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Barron’s Roundtable
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Index P. 4 Winners & Losers P. 33
Review & Preview P. 9 Research Reports P. 34
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 4 BARRON’S
I N D EX
Our index lists significant companies mentioned in stories and columns,
plus Research Reports, and Corrections & Amplifications. The references
are to the first page of the item in which the company is mentioned.
A Abbott Laboratories . . . . . . . . . . . . . . . . . . . . . . . 12
Abrdn Physical Silver Shares . . . . . . . . . . . . . . 21
Adobe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Agilysys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Alerian MLP . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,17
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,12,23
Altria Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,23
American Tower . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
A.P. Moller-Maersk . . . . . . . . . . . . . . . . . . . . . . . . . 9
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,12,18
AvalonBay Communities . . . . . . . . . . . . . . . . . . . 16
B Berkshire Hathaway . . . . . . . . . . . . . . . . . . . . . . . 16
Bitfarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
BP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Brandywine Global Corporate Credit . . . . . . 25
Brandywine Global High Yield . . . . . . . . . . . . . 24
British American Tobacco . . . . . . . . . . . . . . . . . . 16
Broadcom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
C Camden Property Trust . . . . . . . . . . . . . . . . . . . . 16
Campbell Soup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Carnival . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Citigroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Citi Trends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
Comerica . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Commvault Systems . . . . . . . . . . . . . . . . . . . . . . . 27
Corning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23,55
Costco Wholesale . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Coterra Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
D D.R. Horton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Danone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Dell Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . 27
DexCom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
Direcional Engenharia . . . . . . . . . . . . . . . . . . . . . 29
Disc Medicine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
DoubleLine Total Return Bond . . . . . . . . . . 16,17
Dream Finders Homes . . . . . . . . . . . . . . . . . . . . . 25
DuPont de Nemours . . . . . . . . . . . . . . . . . . . . . . . 11
E Eli Lilly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Energy Select Sector SPDR . . . . . . . . . . . . . . . . 7
Energy Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Enterprise Products Partners . . . . . . . . . . . . . . 16
EOG Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Equatorial Energia . . . . . . . . . . . . . . . . . . . . . . . . 29
Equity Residential . . . . . . . . . . . . . . . . . . . . . . . . . 16
Euronet Worldwide . . . . . . . . . . . . . . . . . . . . . . . . 27
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,16
F FCF US Quality . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
FedEx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26,32
First Republic Bank . . . . . . . . . . . . . . . . . . . . . . . 54
First Solar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
First Trust Inst’l Pref Securities & Inc . . 16,17
Franklin Resources . . . . . . . . . . . . . . . . . . . . . . . . 24
G GameStop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Garmin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Global X Silver Miners . . . . . . . . . . . . . . . . . . . . . 21
GMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Greenfire Resources . . . . . . . . . . . . . . . . . . . . . . . 25
H Hewlett Packard Enterprise . . . . . . . . . . . . . . . 23
Honda Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Honeywell International . . . . . . . . . . . . . . . . . . . 11
I IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23,27
Infinera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
International Paper . . . . . . . . . . . . . . . . . . . . . . . . 32
July 1, 2024
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Invesco S&P 500 Equal Weight . . . . . . . . . 26,55 iShares Silver Trust . . . . . . . . . . . . . . . . . . . . . . . 21 L Lennar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
iRhythm Technologies . . . . . . . . . . . . . . . . . . . . . 12 iShares TIPS Bond . . . . . . . . . . . . . . . . . . . . . 16,17
iShares 0-3 Month Treasury Bond . . . . . . . 16,17 iShares US Home Construction . . . . . . . . . . . . 10 M M&T Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
iShares 1-3 Year Treasury Bond . . . . . . . . . 14,17 Masimo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
iShares 20+ Year Treasury Bond . . . . . . . . 14,17 J Janus Henderson AAA CLO . . . . . . . . . . . . . . . 17 Matisse Discounted Bond CEF Strategy . . . 17
iShares 7-10 Year Treasury Bond . . . . . . . . 16,17 Johnson & Johnson . . . . . . . . . . . . . . . . . . . . . 13,16 Meritage Homes . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
iShares Expanded Tech-Software Sector . . . . 6 JPMorgan Chase . . . . . . . . . . . . . . . . . . . . . . . . 16,54 Meta Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . 6,23
iShares MBS . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,17 Micron Technology . . . . . . . . . . . . . . . . 7,9,31,32,55
iShares MSCI Brazil . . . . . . . . . . . . . . . . . . . . . . . 29 K KB Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,9,17,23
iShares Preferred & Income Securities . . 16,17 Kinder Morgan . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Mid-America Apartment Communities . . . . . 16
iShares Russell 2000 Growth . . . . . . . . . . . . . . . 27 Kura Sushi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Multiplan Empreendimentos Imobiliarios . . 29
N Nestle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Netflix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Nike . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,9,32
NiSource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Nvidia . . . . . . . . . . . . . . . . . . . . . . . 6,9,18,23,27,31,55
O Occidental Petroleum . . . . . . . . . . . . . . . . . . . . . . . 7
Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Lachlan Murdoch, Executive Chairman, News Corp
Rupert Murdoch, Chairman Emeritus, News Corp
P PepsiCo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Robert Thomson, CEO, News Corp Almar Latour, CEO, Dow Jones Powell Industries . . . . . . . . . . . . . . . . . . . . . . . . . . 27
EXECUTIVE VICE PRESIDENT AND GENERAL MANAGER Dan Shar
PPL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Prologis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
EDITOR IN CHIEF David Cho ProShares S&P 500 Dividend Aristocrats . . 30
EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin Q Qualcomm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
DEPUTY EDITORSAlex Eule, Ben Levisohn
R Reaves Utility Income . . . . . . . . . . . . . . . . . . . . . 17
EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt
ResMed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
EDITOR AT LARGE Andy Serwer Riot Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
MANAGING EDITORS Matt Bemer, Daren Fonda, Amey Stone, Joe Woelfel
Rivian Automotive . . . . . . . . . . . . . . . . . . . . . . . . . 32
ASSISTANT MANAGING EDITORS Henry Cutter, Mel Gray, Mary Romano, S Salesforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Robert Sabat, Rupert Steiner (London bureau chief) Samsung Electronics . . . . . . . . . . . . . . . . . . . . . . . 12
Santos Brasil Participacoes . . . . . . . . . . . . . . . . 29
ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Al Root, Eric J. Savitz Schwab International Dividend Equity . . 16,17
ServiceNow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
SENIOR WRITERS Bill Alpert, Nicholas Jasinski, Tae Kim, Paul R. La Monica, Megan Leonhardt,
Signature Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Joe Light, Elizabeth O’Brien, Teresa Rivas, Ian Salisbury, Avi Salzman, Rebecca Ungarino Silicon Valley Bank . . . . . . . . . . . . . . . . . . . . . . . . 54
REPORTERS Jacob Adelman, Janet H. Cho, Adam Clark, Emily Dattilo, Catherine Dunn,
Simplify MBS . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,17
Simply Good Foods . . . . . . . . . . . . . . . . . . . . . . . . 27
Sabrina Escobar, Anita Hamilton, Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis, Angela Palumbo, Southern Co . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Laura Sanicola, Connor Smith, Jacob Sonenshine, Brian Swint, Karishma Vanjani, Andrew Welsch Southwest Airlines . . . . . . . . . . . . . . . . . . . . . . . . . . 6
STORY EDITORS Ed Lin, Erin McCarthy, Liz Moyer, Patrick O’Donnell, Stacy Ozol,
SPDR Bloomberg 1-3 Month T-Bill . . . . . . 16,17
Starbucks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Ross Snel, Neal Templin, J.J. Thompson
COPY DESK Michael J. Burlingham, Robert Teitelman T Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Taseko Mines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
IDEAS EDITOR Matt Peterson Technology Select Sector SPDR . . . . . . . . . . . . 6
Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,9,55
DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary
Toll Brothers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Nick Devor, Clare McKeen
U U.S. Bancorp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Chelsea Schiff
HEAD OF VISUALS Ulta Beauty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
ART DIRECTORS Lynne Carty, Shayanne Gal, Sue Ng UnitedHealth Group . . . . . . . . . . . . . . . . . . . . . . . . 6
DATA GRAPHICS EDITOR Molly Cook Escobar U.S. Global Jets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Alis Atwell, Nicole Silver
V VanEck Semiconductor . . . . . . . . . . . . . . . . . . . . . . 6
RESEARCHER Dan Lam Vanguard High Dividend Yield . . . . . . . . . . 16,17
Vanguard Mortgage-Backed Securities . . 16,17
STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima Vanguard Real Estate . . . . . . . . . . . . . . . . . . . 16,17
ADVERTISING SERVICES MANAGER James H. Balmer Vanguard Short-Term Infl-Protectd Sec . 16,17
Verizon Communications . . . . . . . . . . . . . . . . . . . 14
NEWS editors@barrons.com STATISTICS barronsstats@barrons.com CUSTOMER SERVICE 800-544-0422
Vestis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Jack Otter
W Walgreens Boots Alliance . . . . . . . . . . . . . . . . 6,32
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 6 BARRON’S
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rewarded for our stock-picking prow-
ess, but in this one all you need is the
Magnificent Seven. Since the start of
2023, those stocks—Alphabet, Ama-
zon.com, Apple, Meta Platforms,
Microsoft, Nvidia, and Tesla—have
returned more than 50%, beating the
“S&P 493” by 18 percentage points,
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
according to Warren Pies, co-founder
of 3Fourteen Research.
For the equal-weighted S&P 500,
where each stock counts the same to-
ward the index’s performance, it’s been
even worse—it’s up just 27% during the
first 425 days of this bull market, about
half the S&P 500’s gain and a fraction
of its typical bull market return. “Nar-
row market leadership is another way
of referencing the awesome outperfor-
mance of the ‘Mag 7’ compared to the
rest of the market,” Pies writes.
For all you index-fund owners
reading this, that concentration of
performance isn’t an issue, at least not
yet. It is for stockpickers, though, and
they appear to have decided that the
solution for a concentrated market is
concentration. BofA Securities strate-
gist Savita Subramanian notes that the
average large-cap fund has a third of
its portfolio in just five stocks, up from
26% in December 2022, while a quar-
ter of all large-cap funds have more
than 40% of their portfolio in five
stocks, up from 5%. “Funds’ concen-
tration risks have grown alongside the
benchmarks’,” she writes.
Many of the funds are concentrated
in the same stocks. That hasn’t been a
problem for large-cap core funds,
which are benchmarked to the Russell
1000 index. Their most overweighted
stocks—Meta, Eli Lilly, and Microsoft
BY BEN among them—were a massive source of
LEVISOHN outperformance in the second quarter,
according to Jefferies strategist Steven
DeSanctis. For large-cap growth funds,
by contrast, the 10 most crowded
stocks, which include Nvidia, Meta,
and Amazon, underperformed. They
gained an average of 8%, below the
Russell 1000 Growth index’s 8.6% rise.
Finding other options, though,
hasn’t been easy—and in some cases it’s
downright painful. Looking for “value”
in beaten-up stocks has too often been
Looking for “value” in beaten-up stocks has too
often been a way to lose money. Take Walgreens,
which was booted out of the Dow earlier this year.
a way to lose money. Take Walgreens
Boots Alliance. Six years ago, its
shares were seen as a solid bet, at least
by the folks at S&P Dow Jones Indices,
who added it to the Dow Jones Indus-
trial Average, replacing General Elec-
tric, which had fallen on hard times.
Walgreens has since run into its own
difficulties and was booted from the
blue-chip benchmark earlier this year.
Heading into its earnings report this
past Thursday, it was hard to imagine
things getting much worse for the com-
pany, whose stock had fallen more than
80% from its 2015 high. With a new
CEO, Tim Wentworth, in place since
October, the focus had turned to strat-
egy, not actual earnings or sales—or so
it was thought. And with shares trad-
ing at just over five times earnings be-
fore the announcement, any bad news
seemed to be priced in. But then Wal-
greens reported a profit of 63 cents a
share, below forecasts for 68 cents.
Worse than the miss, however, were
comments from Wentworth.
“We are at a point where the current
pharmacy model is not sustainable,
and the challenges in our operating
environment require we approach the
market differently,” he told investors.
Part of that approach will be closing as
many as a quarter of its stores. The
stock dropped 22% on Thursday and
now trades at 4.2 times earnings.
An Einstein-themed
artificial-intelligence
display at Sales-
force’s Dreamforce
2023 conference in
San Francisco.
July 1, 2024
Airlines have typically been lousy
investments, but Southwest Airlines
was thought to be the exception. No
longer. The stock has dropped 21% in
the past 12 months, worse than the
6.2% decline in the U.S. Global Jets
exchange-traded fund, continuing a
slide following a disastrous holiday
season in 2022. Improvement is hard to
find. This past Wednesday, Southwest
said that its revenue per available seat
mile, an industry metric, would drop to
4%-4.5%, down from its previous guid-
ance of 1.5%-3.5%. Maybe activist in-
vestor Elliott Investment Management,
which recently took a stake in the com-
pany, has an idea how to turn South-
west around, because we’re at a loss.
Even once-solid growth companies
have stumbled. Nike stock, a Barron’s
pick, tumbled 20% on Friday after the
company reported earnings following
Thursday’s close. The hope had been
that its new sneakers, combined with
the start of the summer Olympics,
would mean the end of a sales slump
that had helped knock its stock down
32% over the past three years.
Nike’s new products appear to be
selling. But its “lifestyle brands,” such
as Air Force 1, AJ 1, and Dunk, con-
tinue to slump. “Nike’s 4Q report indi-
cated its fundamental trends are much
worse than we realized,” writes UBS
analyst Jay Sole. “Our key conclusion is
there will be no quick rebound for
Nike’s earnings.” Nike isn’t alone in
this group of once-steady growth
stocks. Others that have fallen on hard
times include Starbucks, United-
Health Group, and Ulta Beauty.
But if old favorites can’t be bought
on weakness, what can? Software
stocks, which had fallen out of favor as
artificial intelligence dominated the
market and investors’ imaginations,
look like a good bet. The iShares Ex-
panded Tech-Software Sector ETF
has risen just 7.1% in 2024, nearly 11
points less than the 18% gain in the
Technology Select Sector SPDR
Marlena Sloss/Bloomberg
ETF and just a seventh of the 49% re-
turn in the VanEck Semiconductor
ETF. The concern is that all the spend-
ing on AI will shift dollars away from
software. Earnings season confirmed
some of those fears, with more than
half of the software stocks guiding
 July 1, 2024
lower, according to Citigroup data.
But software has started looking health-
ier. The Software ETF gained 11% in June,
better than the Technology Select Sector
SPDR’s 7.7% rise or the 4.3% advance in the
iShares Semiconductor ETF. That outper-
formance should continue, argues Seaport
Global strategist Victor Cossel. For evi-
dence, he points to the dramatic responses
to Adobe’s earnings on June 13—the stock,
which had been seen as an AI loser, jumped
14% on June 14—and Micron Technol-
ogy’s on June 27, when the stock dropped
7.1% despite what seemed like a perfectly
adequate quarter.
That’s a sign that market sentiment to-
ward software may have started to shift,
especially as investors begin to identify
companies that can benefit from AI, includ-
ing Adobe, Salesforce, and ServiceNow.
“We think the inflection for software stocks
is more than just a short-term sentiment
swing,” Cossel writes.
Let’s hope so. It can’t be the same stocks
all the time, can it?
O
il and water may not mix, but
oil and tech stocks could be a
perfect combination.
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By now, we all know that Big
Tech has been the driver of this bull mar-
ket’s big gains. In fact, the stocks have been
so strong that it feels like looking for diver-
sification is a fool’s game. Who needs any-
thing else when the Technology Select Sec-
tor SPDR ETF has returned 41% since the
market’s November 2022 bottom, beating
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
the S&P 500 by 35 percentage points? But
nothing goes up forever, and now, with the
sector making up a third of the market and
trading near its highest valuation in more
than 20 years, spreading the bets seems like
a decent idea.
Oil stocks may be the perfect comple-
ment. Yes, they’ve been downright mediocre
this year, with the Energy Select Sector
SPDR ETF rising just 8.7% in 2024, well
below the S&P 500’s 15% gain. What’s
more, the group’s market capitalization is
just $1.7 trillion, or only slightly more than
half of Nvidia, Apple, or Microsoft. And
with even the largest stock in the group,
Exxon Mobil, sporting a relatively small
market value of $500 billion, it almost feels
like ignoring energy would seem to have
little risk at the cost of no great reward.
It would be a mistake. Oil stocks are per-
haps the closest thing there is to an anti-
tech trade. Since the market’s bottom in
2022, the Energy ETF has had almost no
correlation to the Technology Select Sector
SPDR or VanEck Semiconductor ETFs, and
it has had a negative correlation to both in
June, rising when tech falls and falling
when it rises. And that could prove very
BARRON’S 7
useful if tech starts to tank. “Obviously En-
ergy’s weight is so small that this would do
little to cushion the broad market, but for
those that can play it, we think it’s worth a
look here,” writes Jonathan Krinsky, BTIG’s
chief market technician.
And energy stocks are acting like they
Fortify Your
want to make a run as well. Krinsky notes
that despite dropping 10% from April’s
peak to June’s trough, the Energy ETF has
held its 200-day moving average near $88,
a comfort for investors worried about fur-
ther downside ahead. If the ETF can break
Portfolio
through resistance in the $91 to $92 area, it
“would suggest a new up leg was begin-
ning, with a target back into the high
$90s,” he writes. Defense Tech ETF
Of course, more than the technicals need
to line up for energy stocks to rally. The
most important is the price of oil, which
needs to at least hold steady, if not rise even
SHLD
more. WTI crude, the U.S. benchmark, has
had a decent run since trading as low as
$73.25 on June 4, gaining 10% to $80.66
since then. And there’s good reason to think
that the rally can continue. J.P. Morgan
strategist Natasha Kaneva and team note
that demand for oil continues to be strong,
with refineries running at full speed, just as
seaborne exports of oil from OPEC are hit-
ting their lowest level in two years. If they
are right, Brent crude, the European bench-
mark, should average $84 in the third quar-
ter of 2024, with a peak of $90 hit sometime
in August or September.
That would be very bullish for the En-
ergy Select ETF and for oil stocks that have
held their 200-day moving averages during 1 (888) 493-8631
the recent pullback. They include Coterra
GLOBALXETFS.COM
Energy, EOG Resources, and Occidental
Petroleum, a Warren Buffett favorite.
Exxon falls into that group as well, and it
looks particularly attractive. On Tuesday,
®
UBS analyst Josh Silverstein named it the
“best stock to own...for the next five years”
Beyond Ordinary ETFs
across his coverage area. The reason is quite
simple: Exxon should be able to grow its
Investing involves risk, including the possible loss of principal.
earnings and return capital without oil Concentrated investments in a particular sector tend to be more volatile
prices rising. than the overall market. International investments may involve the risk
Part of that is due to strength in refining, of capital loss from unfavorable fluctuation in currency values, from
the $5 billion of cost reductions the com- differences in generally accepted accounting principles or from social,
pany is planning, new oil projects that could economic or political instability in other nations. SHLD is non-diversified.
add $4 billion to earnings, a strong balance
sheet that will allow it to continue paying a Carefully consider the Fund’s investment objectives, risk factors, charges
dividend and buying back shares, and even and expenses before investing. This and additional information can be
its investments in low carbon that could add found in the Fund’s full or summary prospectus, which are available at
to profits starting in 2028. Ultimately, that globalxetfs.com. Read the prospectus carefully before investing.
could push the stock to $154, up 35% from a
recent $114.41, even if it trades at an unde-
Shares of ETFs are bought and sold at market price (not NAV)
manding 10 times free cash flow, the stock’s and are not individually redeemed from the Fund. Brokerage
historical average. commissions will reduce returns. Distributed by SEI Investments
And that’s not something you can say Distribution Co.
about Big Tech. B
email: ben.levisohn@barrons.com
 8 BARRON’S
ST R E E T W I S E
Campbell Stock Is in
The Soup. Can Rao’s
Tomato Sauce Save It?
I
n terms of investment buzz,
the opposite of artificial intel-
ligence might be canned soup.
Demand has drifted lower
over decades. Young consum-
ers prefer digitally ordered,
drive-through burritos. Fami-
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lies want scratch cooking that can
stretch a paycheck.
Best case for Big Soup: That casse-
role recipe will call for a can of broth.
But single-serve, ready-to-eat variet-
ies are out of favor. I personally still
enjoy the familiar fla-glop of split pea
or clam chowder sliding from can to
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
saucepan. But I seem to be part of a
dying breed—and I don’t just mean
because of the 1500 milligrams of
sodium.
There was a rush for canned goods
during the Covid-19 pandemic, but
lockdowns lifted, inflation bit, and
families ate through their pantries for
savings. A hot 2022 for Campbell
Soup stock gave way to a dismal 2023.
To date, those shares have underper-
formed the stock market over just
about every time horizon. If you had
bought them a decade ago, you’d have
made 33%, including dividends, ver-
sus 236% for the S&P 500.
So why is Campbell stock slowly
gaining fans? A year ago, it was one of
the least loved names on Wall Street,
with just one analyst in a poll of 19 by
FactSet recommending a purchase of
the shares. In the same poll today, five
in 24 are bullish. Investment bank
D.A. Davidson initiated coverage at
Buy back in February. This past week,
J.P. Morgan upgraded Campbell to
Overweight for the first time in 15
years. Analysts at both firms focused
on the potential for a newly acquired
sauce brand called Rao’s—more on
that in a moment.
Campbell traces its roots to just
after the Civil War, when a New Jersey
produce wholesaler named Joseph
Campbell went into business with a
BY JACK local packing specialist. The company
HOUGH launched Beefsteak Tomato soup in
jars, then almost immediately in-
vented a condensing process that al-
lowed for cans.
Early dealmaking was sparse, but
the pace has picked up. Many de-
cades ago, Campbell bought Franco
American canned pasta, V-8 vegeta-
ble juices, and Pepperidge Farms
breads and snacks, known today for
Goldfish crackers and Milano cook-
ies. In 2017, it added Pacific Foods for
organic soups, and the following year
it made its biggest purchase: Sny-
der’s-Lance snacks, maker of Pop
Secret popcorn and Kettle and Cape
Cod potato chips. In 2019, a new CEO
took over.
Just last year, Campbell Soup
bought Sovos Brands, and that’s
where Rao’s comes in. For those who
BARRONS.COM/PODCASTS
Barron’s Streetwise
In a weekly podcast by Barron’s, columnist Jack Hough looks
at the companies, people, and trends you should be watching.
This is Wall Street like you’ve never heard before. Subscribe
to Barron’s Streetwise on Spotify, Apple Podcasts,
or your favorite listening app.
If you had bought Campbell Soup shares a decade
ago, you would have made 33%, including divi-
dends, versus the S&P 500’s 236%.
are unfamiliar, there’s a restaurant in
East Harlem known mostly for hav-
ing no tables available, ever. It’s
called Rao’s, and the problem is
mathematical, really. There are only
six booths, four large tables, and a
two-top, according to a New Yorker
essay last year by a writer who was
turned away. The seats are said to be
controlled by locals and long-timers
using something of a timeshare sys-
tem. New Yorkers love a meal they’re
not entitled to even more than one
they can’t afford.
Rao’s has parlayed its off-limits
reputation into more accessible loca-
tions in Los Angeles and Miami, but
palookas like me know the name
mostly for its sauce. I started seeing it
in stores back in the 1990s, when I
lived in Queens. It was cheap and
tasty. Today it’s just tasty. In 2017, a
former packaged-food executive
started Sovos for the purpose of buy-
ing niche brands like Rao’s and ex-
panding them to new products and
stores, with, ideally, higher prices. So
you might have seen Rao’s pastas,
soups, and sauces at your local food
mart, and Walmart at last glance gets
$8.52 for a jar of the marinara.
J.P. Morgan reckons that Sovos
sales will grow by a midteens per-
centage over the first year of Camp-
bell ownership, slowing to 10% by
fiscal 2026. In packaged food, growth
rates that high are rare. It will help
make up for some ugly numbers else-
where. Sauces and soups are part of
the same Meals and Beverages re-
porting category at Campbell. JPM
predicts that sales of legacy products
like soups, V-8, and Prego sauces will
decline by 0.5% a year. Snacks, which
July 1, 2024
were supposed to be a growth leader,
are slumping, and no one quite
knows how big of a role new obesity
medications, which sap cravings, are
playing. Campbell management puts
total revenue growth at 3% to 4% this
year, or not counting dealmaking,
down 1% to flat.
Consolidating factories and adding
automation can help drive profit mar-
gins higher. Longer term, manage-
ment is targeting 2% organic sales
growth, and 6% to 8% earnings per
share growth.
“We are not upgrading CPB be-
cause we see significant upside to con-
sensus estimates; it’s because we have
increased confidence that estimates
can be hit,” wrote JPM. It’s not quite a
stirring call to action, but with Camp-
bell at 14 times earnings, and the S&P
500 index pushing 23 times, it’s worth
noting. The saucier pays a 3.3% divi-
dend. JPM sees 15% remaining upside
for the share price.
I
f a barely bullish case on soup
isn’t sufficiently steamy, how
about a growth footnote on strug-
gling Walt Disney? Worse? Fair
enough—I’ll keep it short. Yes, legacy
show business is shrinking, and
streaming is only flirting with profit-
ability. But nearly two-thirds of profits
today come from the company’s Expe-
riences division, which includes the
parks. Unfortunately, investors are
growing worried about a slowdown
there, too.
UBS would like to remind us that
Experiences also includes cruise lines.
There, Disney has modest market
share but leading margins. And it’s
launching three new ships in the com-
ing years, doubling its berths by 2025.
This expansion amid healthy cruise
demand offsets park slowdown risk,
argues UBS, and should help lift Ex-
periences operating profit by 8% a
year through fiscal 2027.
Nice to know, although the free
cash geysering out of Netflix seems
like the bigger long-term menace. Dis-
ney trades at 22 times earnings. UBS
predicts a climb to $130 a share from
$102. B
email: jack.hough@barrons.com
 July 1, 2024 BARRON’S 9

R E V IEW & PREV IEW 39,118.86 603.01

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Dow Industrials: - 31.47 Dow Global Index: + 0.39

LAST WEEK TH IS WEEK

Markets: Nvidia continued its race Monday 7/1

from the previous week’s peak, falling
7% on Monday, then rallied; fellow
chip maker Micron Technology then
took a hit. The yen hit its lowest level
against the dollar in 38 years. A key
inflation figure didn’t budge in May. On
the week, the Dow industrials and the
S&P 500 both fell 0.1%, and the Nas-
daq was up 0.24%. The S&P rose 14.5%
for the first half, the Nasdaq, 18.1%.
Companies: KKR, CrowdStrike, and
GoDaddy joined the S&P 500. Reuters
reported that prosecutors want to
bring criminal charges against Boeing
over its two fatal 737 MAX crashes.
The European Union charged Apple
The Institute for Supply Management
releases its Manufacturing Purchasing
Managers’ Index for June. Expecta-
tions are for a 49.2 reading, slightly
higher than the May figure.
Tuesday 7/2
The Bureau of Labor Statistics re-
leases the Job Openings and Labor
Turnover Survey. Economists forecast
7.9 million job openings on the last
business day of May, roughly 150,000
less than in April. Job openings are
normalizing after being elevated for

Shipping’s
Taking the Long Way with failing to comply with new digital- three years postpandemic.
Global container rates are surging competition rules at its App Store and
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

again. Rates from Asia to Europe are hit Microsoft for combining its Teams
Wednesday 7/3

Cost Crisis
twice the global average. and Office products units. Airbus
40-Foot Container warned on profits, Nike on revenue.
$4,500 Volkswagen said it would spend up to The Federal Open Market Committee
$5 billion in a joint venture with U.S. releases the minutes from its mid-June
4,000 electric vehicle start-up Rivian Auto- monetary-policy meeting.
Global shipping is at least five times as expensive 3,500
motive. All 31 big banks passed Fed-
as it was in 2023, with container rates from Asia to eral Reserve stress tests. The Supreme
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Europe jumping to about $8,000 per 40-foot con-
tainer, up from an average of $1,500 last year, says
Jefferies analyst Omar Nokta. The big reason: con-
tinuing Houthi attacks in the Red Sea.
Shippers heading from Asia to Europe are send-
ing vessels around Africa instead, adding several
weeks to the trip. The delays have hit apparel mak-
ers and auto makers, among others. Earlier this
year, Tesla temporarily suspended some produc-
tion in Germany because of shipping delays.
Analysts say rates should fall as more ships are
built. Shipping leader A.P. Moller-Maersk said in
February that “eventually the oversupply in ship-
ping capacity will lead to price pressure and impact
our results.” That hasn’t materialized. Instead, ship-
pers have created “hubs” to move goods more effi-
ciently around the Red Sea. But hubs in Singapore
and Spain have spawned new congestion as ships
are loaded and unloaded, Nokta writes.
Other problems have emerged, including a con-
tainer shortage. In the U.S., a strike by East and
Gulf Coast dockworkers looms; the current con-
Illustration by Elias Stein
3,000 Court rejected the Purdue Pharma Thursday 7/4
opioid bankruptcy settlement and lim-
2,500
ited the use of in-house tribunals by Equity and fixed-income markets are
2,000 the SEC and other agencies. closed in observance of Independence
Day.
1,500
Deals: UPS said it was selling its
Jan. 2024 Mar. May freight-brokerage business, Coyote
Source: Statista Logistics, to RXO for $1 billion; UPS Friday 7/5
paid $1.8 billion for Coyote in
Rough Seas 2015...Nokia said it would buy optical- The BLS releases the jobs report for
Stocks of the major shippers soared network vendor Infinera for $2.3 bil- June. The consensus call is for a
during the pandemic, then receded lion...Bloomberg reported that Boeing 195,000 increase in nonfarm payrolls,
as shipping rates fell. Now they're offered Spirit AeroSystems $35 a following a 272,000 gain in May. The
rising again. share in stock, a shift from its earlier unemployment rate is expected to
A.P. Moller-Maersk Hapag-Lloyd all-cash offer, worth $4.1 billion. remain unchanged at 4.0%.
ZIM Integrated Shipping Services
100%
THE NUMBERS
50
0 $6.1 T $419 K 7,318 78%

tract expires at the end of September. The shipping The amount of The median exist- Estimated number Reliability score
-50
surge could also boost inflation just as numbers money Americans ing-home price in of U.S. pedestrians from a Harvard
have been trending in the right direction. Shipping currently have May in the U.S., a killed in motor study of public EV
-100
rates today are about half those of the pandemic- deposited in record high for vehicle crashes in charging stations.
Aug. 2022 '23 '24
era peak, but they could still mean higher costs as money-market data that goes 2023, 14% higher That’s 1 in 5 that
the holidays approach. — Avi Salzman Source: FactSet funds, a record. back to 1999. than in 2019. doesn’t work.
 10
This
Homebuying
Season Is
A Dud
Hopes were high for the housing
market this year, until mortgage
rates unexpectedly rose.
BY SHAINA MISHKIN
H
ome buyers on the hunt in
Dallas, who have been
waiting for mortgage rates
to drop, are finally return-
ing to the market, says
Re/Max agent Todd Lu-
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ong. But it isn’t enough to
make a difference overall in home sales
in this North Texas metro area.
Despite a strong start to the year,
sales there have dragged behind 2023
levels through much of the spring even
as listings rose in the double digits,
according to Zillow data. Run-ups in
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
mortgage rates, home prices, property
insurance, and taxes make home-
ownership “very unaffordable right
now,” says Luong. “That’s a big issue.”
The homebuying season tradition-
ally ramps up after the Presidents Day
holiday in February, with buyers and
sellers inking contracts through the
spring and much of the summer. Hopes
were high for housing this year, until
mortgage rates unexpectedly rose.
Now, it has turned out to be the
worst season in more than a decade.
From February through May, exist-
ing-home sales, which represent
closings, were at their slowest pace
for that period since 2011, according
to a Barron’s analysis of monthly data
from the National Association of Re-
altors.
Applications for loans to purchase
a home between mid-February and
mid-June are the lowest for that period
since at least 2000, according to an
analysis of Mortgage Bankers Associa-
tion data. And yet, the market could
be on the verge of a turnaround, with
much better prospects for buyers.
Frustrated buyers and unmotivated
sellers can blame the favorite boogey-
man: mortgage rates. Rates from the
middle of February through the final
week of spring averaged about 7%—the
highest in comparable periods since
2001, Freddie Mac data show.
The timing couldn’t have been
worse. Rising rates squeezed buyers at
the time when most house hunters
typically start looking. Many sellers
kept their homes off the market, hav-
ing secured historically low mortgage
rates. New home sales, which are a
minority of all transactions, have held
up better.
It wasn’t supposed to be this way.
At the end of last year, Wall Street
priced in five to six Federal Reserve
rate cuts for 2024, which would have
driven mortgage rates lower. “There
was a certain amount of optimism,”
says Rob Dietz, chief economist for the
National Association of Home Build-
ers. “Some of that optimism proved to
be misplaced.”
But after a painful reality check—
rate-cut expectations dwindled to one
or two after economic data came in
stronger than expected, sending mort-
gage rates higher—good news could
soon outweigh the bad. Traders’ expec-
tations are more closely aligned with
the Fed’s own rate-cut forecast, and
recent inflation readings have softened.
The 10-year Treasury yield, a bench-
mark for mortgage rates, has dropped
in response. It was recently down
nearly half a percentage point from its
2024 closing high reached in April,
according to Dow Jones Market Data.
BARRON’S
Once lower rates arrive, they will
shake up almost every corner of the
housing market. As buyers and sellers
re-enter the market, sales will pick up,
and existing-home prices will stagnate
or drop as supply expands.
Lower mortgage rates will take
some pressure off monthly payments,
allowing some buyers to join the hunt.
The magic mortgage rate for unlocking
the housing market is about a percent-
age point lower than recent levels, says
Dietz. The builders trade group ex-
pects mortgage rates to average below
6% in the last quarter of 2025.
And when they do, there will be
plenty more options. The lock-in ef-
fect, a term for the financial incentive
mortgage holders have to remain in
place, has kept supply low relative to
demand. It’s a phenomenon National
Association of Realtors chief econo-
mist Lawrence Yun refers to as the
Home Sales Sag
Existing-home sales in the spring were at the slowest average
annual rate since 2011.
7 million
6
5 deals that largely haven’t materialized,
4 while sellers expect the multiple offers
3 and fast sales of the frothy years dur-
2
1 president of international brokerage
0 The Agency.
2000 2005 2010 2015 2020
Note: Data are seasonally adjusted annual rate from February through May.
Source: National Association of Realtors
July 1, 2024
“golden handcuffs.”
Lower rates will allow supply to
ramp up since “the strength of the
golden handcuffs also diminishes,”
says Yun. The number of homes for
sale has already started to climb as
some owners choose to move regard-
less of rates, though it remains low
relative to historic norms.
More existing homes on the market
means builders face more competi-
tion. Home-builder stocks had a
strong run in 2023 as buyers turned to
new construction to fill the void. Wor-
ries about rising supply, combined
with still-high mortgage rates, have
pressured shares this year. The
iShares U.S. Home Construction
exchange-traded fund that tracks the
industry is up 1.3% so far this year,
while the S&P 500 index is up 14.2%.
Competition fears are overblown,
says John Lovallo, a UBS analyst cover-
ing the sector. He has Buy ratings on
five of the seven builders he covers,
including D.R. Horton, KB Home,
Lennar, Meritage Homes, and Toll
Brothers. While previously owned
homes are typically cheaper than new
homes, that difference has eroded.
“You’re getting a newer product with
all the bells and whistles…and you’re
getting it at a price point that’s not
much higher than the existing home
side,” Lovallo says.
And builder stocks could get a
boost from rate cuts. “The trend for
rates is probably lower from here,” he
says. “That should be very good news
for these stocks.”
Ongoing gains in supply could shift
the existing-home market back in buy-
ers’ favor. Supply growth could soften
price gains for these homes or even
bring about declines in some markets,
says the builders group’s Dietz.
Once more owners list their homes,
they will “have to do the same kind of
price discovery that, quite frankly,
builders did over the last two years,” he
says. Builders kept sales going by offer-
ing incentives including mortgage rate
buy-downs, or price cuts.
For now, both sides can be at odds
over a home’s price tag. Buyers want
ing the pandemic, says Northern Cali-
Illustration by Pete Ryan
fornia–based Rainy Hake Austin,
“You’ve got buyers who think it’s
2008, and then sellers who still think
it’s 2020,” she says. B
 July 1, 2024
Honeywell’s Hard
Times Are Ending
The pandemic hit the company hard. But with operational improvements,
some M&A, and a return to normalcy, its stock looks like a buy.
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BY AL ROOT
A
fter years of underperfor-
mance, Honeywell Inter-
national stock may be
ready to resume its win-
ning ways.
Honeywell was once
known for its consistent
business—and its consistently outper-
forming stock. With leading franchises,
a strong balance sheet, and solid pros-
pects, it was a high-quality industrial
company, worth a premium valuation.
The pandemic, however, hit Honeywell
hard. From 2018 to 2023, its earnings
per share grew at an average annual
rate of about 3%, below the S&P 500’s
Courtesy of Honeywell
8%. Over the past five years, its stock
gained just 24%, underperforming the
S&P 500 by 60 percentage points.
Honeywell now looks set to get
back on track. Under CEO Vimal Ka-
pur, who took over in June 2023, the
company is targeting 10% annual
earnings growth, using acquisitions
and operational improvement—with
an assist from postpandemic normal-
ization—to get there. The stock also
looks reasonably priced in a way it
hasn’t in years. Combine that with the
possibility that the pieces could be
worth more than the whole, and Hon-
eywell shares, at a recent $213, look
like a bet whose time has come.
“[Honeywell] stock has underper-
formed quite a bit the last couple of
years, and the valuation is attractive.
So if we can get some work done on
the portfolio, all while end-markets
are recovering, that should bring in-
terest back to the name,” says Melius
Research analyst Scott Davis.
Honeywell runs four business seg-
ments. Aerospace, which sells engines
and flight controls to auxiliary power
units that keep aircraft systems on
when the main engines aren’t running,
BARRON’S
is doing great after a tough Covid run;
first-quarter sales of $3.7 billion in
April, rose 18% year over year. Energy
and Sustainability Solutions, which
serves the refining, chemicals, and
power industries, has returned to
growth, too, with first-quarter sales of
$1.5 billion, up 5% year over year.
Honeywell’s Industrial Automation
business, which sells masks, conveyor
belts, and hand-held computers for
automated warehouses, continues to
struggle. First-quarter sales came in at
$2.5 billion, down 13% year over year,
after growing by 6% in 2020. Selling
masks isn’t the big business it once
was, and a slowing industrial economy
has hurt automation sales. Building
Automation, which manages systems
in office buildings, hasn’t returned to
normal after the Covid lockdowns.
First-quarter sales, at $1.4 billion, were
down 3% year over year.
Operational improvements will
boost those businesses. Kapur is tar-
geting 25% operating profit margins,
up from 22.2% in the first quarter. Wall
Street isn’t optimistic, giving Honey-
well a chance to surprise the Street.
Another part of the improvement
comes from a return to normalcy. Sales
in 2023 amounted to $36.7 billion, vir-
tually the same as 2019. Analysts proj-
ect annual sales growth of about 5% a
year from 2023 to 2026. “The end mar-
kets should be lining up pretty good by
[year] end,” says Melius’ Davis. “Aero-
space is likely to remain strong while
we get a recovery in automation.”
Honeywell is also hoping that deals
can provide a boost. On June 3, it
A Honeywell Primus closed its $5 billion acquisition of Car-
Epic cockpit on a
Gulfstream jet. The rier’s building security business, which
company operates fits inside Building Automation, boost-
four business seg-
ments including
ing product offerings where the com-
Aerospace. pany is already strong. On June 20,
Honeywell announced plans to buy
defense communications company
CAES for about $2 billion, adding to its
Aerospace business. Both deals were
well received on Wall Street.
More billion-dollar M&A should be
coming as Kapur positions the com-
pany for better growth—and Honey-
well has the balance sheet to make that
happen. The company had just $12
billion in debt less cash at the end of
the first quarter, or 1.2 times projected
2024 earnings before interest, taxes,
depreciation, and amortization, or
Ebitda. S&P 500 industrials typically
have about two times debt to Ebitda.
“For a company the size of Honey-
well, [both deals aren’t] a particularly
heavy lift, but it does point to an M&A
11
Honeywell International
(HON / Nasdaq)
$250 YTD Change
1.8%
230
Market Value
210
190
$139.0 B
2025E P/E
170
19.1
150
July July July July
Dividend Yield
2021 ‘22 ‘23 ‘24 2.0%
Note: E=estimate
Sources: Bloomberg; FactSet
program that has finally begun to put
points on the scoreboard,” wrote Gor-
don Haskett special situations analyst
Don Bilson in a recent report.
With improvements happening in
real time, Honeywell stock is starting
to look attractive. Davis rates the
shares Buy and has a $278 price target
for the stock, up 30% from recent lev-
els. That values Honeywell stock for
about 22 times Davis’ estimated 2026
earnings. Those estimates don’t in-
clude benefits from the CAES deal.
Assuming some benefit from M&A
and margins, which can help restore
Honeywell’s premium valuation, inves-
tors could be looking at a $300 stock in
a year, up 40% from recent levels.
And if it can’t get there? Don’t ex-
pect investors to accept continued
underperformance. Mizuho Securities
analyst Brett Linzey says he’s getting
“increased call volume” on Honeywell,
a sign clients are taking a new look at
the stock. One reason is all the activ-
ism and breakup activity in the indus-
trial and manufacturing sector. Gen-
eral Electric is now three companies;
DuPont de Nemours is breaking up
again; and activist investor Elliott
Management has built a position in
Johnson Controls International.
Honeywell could make an attractive
target, too, based on a “sum of the
parts” valuation. Aerospace, at 20
times Ebitda—a similar multiple to
GE Aerospace—would give it a value
of some $85 billion, while building,
automation, and energy units could be
worth $34 billion, $47 billion, and $25
billion, respectively. Combined, that
would give Honeywell a value of $278
a share, according to Mizuho’s Lin-
zey—the same target as Melius’ Davis.
Kapur is a relatively new CEO who
likely won’t want to consider breaking
up Honeywell. Chances are he won’t
need to. B
 12
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Did Your Heart Skip a Beat?
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
Your Wearable Knows.
Smart rings and smartwatches are providing consumers with actionable
health information. Clinical device makers like DexCom needn’t worry.
BY BILL ALPERT
T
he day is approaching
when your wristwatch may
send you to the hospital.
The first portable elec-
trocardiograph was an
85-pound backpack. To-
day, a 10-gram patch stuck
on your chest can transmit ECGs
nonstop for two weeks. There are
100 million people who wear an Ap-
ple Watch, which can alert them to
BARRON’S
irregular heartbeats along with their
text messages.
Wearable sensors on arms, wrists,
or fingers can now report heart ar-
rhythmias, glucose levels, blood oxy-
gen, and other markers of health. A
grander vision laid out in medical
journals sees wearables monitoring
the chronically ill without constant
hospital visits. They could detect hid-
den health problems before they cause
a stroke or diabetes.
Two converging forces are marry-
ing health technology and wearables.
Tech giants like Apple and Alpha-
bet’s Google are adding health fea-
tures to their products. Medical-tech-
nology specialists—like the ECG patch
maker iRhythm Technologies or
glucose-monitor makers DexCom and
Abbott Laboratories—are taking
their devices beyond the clinic.
“In this sensor world, people start
on the consumer side and want to
move into healthcare,” says DexCom
CEO Kevin Sayer. “We on the health-
care side are trying to go down more
toward consumers. I think all these
things are kind of crashing together.”
The early betting favored the tech
giants; every health announcement by
Apple, Google, or Samsung Elec-
tronics hit the medtech stocks. But it
takes sustained investment in clinical
trials to change what doctors do. Big
Tech companies have cut back on
their healthcare investments. It now
looks like the medtech specialists will
be the vanguard of the digital health
revolution—with smartwatches and
smart rings bringing them more cus-
tomers to diagnose.
July 1, 2024
“A group of digital-health-focused
medtech companies are coming of age
and reaching a level of scale where
they can not only be profitable but
also invest to compete with bigger tech
players,” says Blake Goodner, co-
founder of the healthcare-focused
hedge fund firm Bridger Management.
The tech giants aren’t getting out
of the health business. Apple’s smart-
watch has an electrical heart-rate
sensor that generates a single-point
electrocardiogram, a wrist-tempera-
ture sensor, and an accelerometer
that detects hard falls. Hundreds of
millions of people are wearing smart-
watches with health features from
Apple or rivals Samsung and
Garmin.
In 2018, the U.S. Food and Drug
Administration cleared the Apple
Watch to alert its wearer if an irregu-
lar heartbeat might be atrial fibrilla-
tion, a serious condition that raises
the risk of stroke and heart failure. It
isn’t hard to find stories of people who
went to their doctor after an Apple
Watch alert, with the medical work-up
confirming AFib.
Meanwhile, Oura Health has sold
more than two million sensor rings
that measure heart rate, temperature,
blood oxygen, and sleep patterns. A
smartwatch must come off the wrist
for charging overnight, says Oura’s
vice president of healthcare, Jason
Oberfest, while a ring can stay on for a
week between charges. “The watch is
another screen strapped to you,” he
says. “Our ring just kind of disappears
into the background.”
Advances in sensors and digital
processing are also driving some of
the fastest-growing companies in
medical technology. DexCom stock
shot up from $10 a share to $165 in
the four years through 2021, as doc-
tors and health insurers backed its
stick-on continuous glucose monitors
for diabetic patients on insulin. The
stock of iRhythm went from $30 to
$285 over a similar stretch, as its Zio
ECG-patch won most of the medical
market for the long-term monitoring
that determines if heart flutters actu-
ally are AFib. Both stocks are down
from their 2021 peaks, but they re-
main favorites among medtech inves-
tors.
Illustration by Sean Dong
“Wearable sensors have disinter-
mediated the diagnostic from the
bricks-and-mortar visit,” says Dr.
Mintu Turakhia, who left his post as
director of Stanford University’s Cen-
ter for Digital Health last year to be-
 July 1, 2024
come iRhythm’s science chief. “We
had been doing it before, then Covid
accelerated it.”
Still, the population of clinical-
grade wearables is small compared
with the hundreds of millions of
smartwatches or the nearly 40 million
Fitbit wristbands. IRhythm will sell
about two million ECG patches this
year, while DexCom and Abbott will
sell about 10 million glucose monitors.
With nearly half of U.S. adults
wearing a smartwatch, doctors are
looking for ways to leverage that pa-
tient-generated data. The Apple
Watch costs $400 or more, but that’s
still cheaper than dedicated clinical
sensors. Donated or shared devices
could bring cardiac monitoring to
communities that lack healthcare fa-
cilities, says Dr. Rohan Khera, clinical
head of the Yale New Haven Hospital’s
Center for Health Informatics and
Analytics.
Yet many doctors don’t know what
to do with the Apple Watch ECG
strips that pour in from their patients,
says colleague Harlan Krumholz, a
cardiologist who runs the Yale New
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Haven Hospital Center for Outcomes
Research and Evaluation. “We’re in an
awkward adolescence, where we are
not yet gaining the benefits of what
these devices can do,” he says.
Doctors already feel overworked.
Now patients want them to interpret
smart-device readouts with no added
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
reimbursement, says Richard Milani,
a cardiac-care doctor who is the chief
clinical innovation officer at the Sutter
Health system in Northern California.
He is building a team there that will
Wearable Health Devices Are a Growing Force
Various devices allow wearers to monitor everything from blood sugar levels to atrial
fibrillation episodes.
Units in Use Worldwide
iRhythm Continuous
Cardio Patches Glucose Monitors
2 million 10 million
Smart Rings
2.5 million
BARRON’S
monitor sensor traffic from chroni- smartwatches could be combined with
cally ill patients and integrate the software and services in a medical
findings into the records of primary model Apple could franchise to
care doctors. healthcare systems. Google X started
There are some good reasons why Verily Life Sciences as “a moonshot”
technologies diffuse slowly into medi- aimed at delivering tools and services
cal practice. The FDA requires proof across the healthcare ecosystem. Ver-
of safety and effectiveness for any de- ily has a smartwatch designed to help
vice intended to diagnose or treat a in clinical trials, and tried to develop a
medical condition. That can entail glucose-monitoring contact lens. But
long, expensive clinical trials. Then, both Apple and Alphabet subse-
medicine’s professional societies de- quently curtailed their direct plays in
cide whether to add a new treatment medicine.
to practice guidelines. Finally, payers In Apple’s latest health report, Ap-
such as Medicare decide whether to ple Chief Operating Officer Jeff Wil-
reimburse for it. liams describes the company’s tech-
So, the Big Tech companies focus nology as “an intelligent guardian” of
on things a consumer can use, while people’s health, “so they’re no longer
making no claims to treat or diagnose, passengers on their own health jour-
says Mark McClellan, a former head ney. Instead, we want people to be
of the FDA who runs the Duke-Marg- firmly in the driver’s seat.”
olis Institute for Health Policy. “Google’s products and services are
At a public workshop on Wednes- not medical devices providing diagno-
day by the FDA and the Digital Medi- sis,” said that company’s director of
cine Society focusing on clinical-trial strategic health solutions, Amy Mc-
use of patient data from medical de- Donough, in a statement, “but they
vices, agency and industry speakers can make a big impact by helping us-
said they hoped wearable sensors ers and healthcare professionals track
would become routine parts of medi- trends, identify risks and irregulari-
cal trials and patient care in the next ties, and take preventative measures.”
five years. The FDA’s Digital Health How good are the consumer wear-
Center of Excellence medical chief, ables? When someone is having heart
Matthew Diamond, tells Barron’s that palpitations, smartwatches can detect
he hopes responsible innovation in atrial fibrillation almost as well as
wellness and medical devices will gold-standard clinical sensors, accord-
shift healthcare from reaction to pre- ing to a review of comparative studies
vention. published this year by the Cleveland
Back when Apple and Alphabet Clinic. But false alarms are a problem,
first rolled out digital health products especially in younger people, where
around 2015, they had plans to dis- an arrhythmia has a higher chance of
rupt medical practice. One Apple proj- being something other than AFib.
ect explored whether the data from its UnitedHealth Group and Cigna Group
pay for monitoring with an iRhythm
patch, but not a smartwatch.
Consumer-grade health sensors
can funnel people toward healthcare
without those wellness devices need-
ing to match the standards of medical
devices, says Calum MacRae, a Har-
Smartwatches vard medical professor who’s leading
200 million a project to identify the very earliest
stages of heart disease.
Apple Watches and Fitbits have
turned out to be the best lead-genera-
tors for iRhythm. “A patient comes
into a physician’s office saying they
think something’s going on…they end
up wearing a Zio patch,” says
iRhythm CEO Quentin Blackford.
Professional society guidelines still
require a gold-standard ECG to make
a diagnosis, says iRhythm medical
Fitbit Wristbands chief Turakhia. “You can’t be treated
37 million just because a watch said your pulse is
Sources: Company and Analyst Reports irregular. I can’t start an anticoagu-
13
lant,” he says. Some Medicare Advan-
tage programs screen patients for
AFib, he adds, and they use Zio, not
smartwatches.
Continuous glucose monitors like
DexCom’s have even less to worry
about. The smartwatch firms have
looked into noninvasive measurement
of biomolecules like glucose, but they
are unlikely to soon challenge the ac-
curacy of the thread-thin sensor put
under the skin by a continuous glu-
cose-monitoring device.
The clinical-grade sensor firms
have plenty of growth opportunities in
their medical markets, according to
William Blair analyst Margaret Kaczor
Andrew, who has Buy ratings on
iRhythm, DexCom, and Abbott. About
15 million Americans a year come to
their doctor with palpitations. An-
other 12 million may suffer from
symptomless AFib. Both DexCom and
Abbott recently got FDA approval to
market continuous glucose-monitor-
ing devices to the 25 million people
with Type 2 diabetes who don’t need
insulin. Some 100 million Americans
are considered prediabetic.
If Big Tech has eased back its in-
vestment in clinical trials of their
smart wearables, drug and device
companies are carrying on. Johnson
& Johnson recruited 26,000 people
over the age of 65 to see if early detec-
tion of irregular heart rhythms by the
Apple Watch can reduce bad out-
comes such as stroke; J&J specializes
in heart arrhythmia treatments. Ouro
supplies smart rings to a bunch of
preventive health studies.
IRhythm is supporting randomized
trials with tens of thousands of sub-
jects in the U.S. and Europe to test
whether screening for AFib with the
Zio patch can reduce the risk of stroke
or heart failure. Earlier studies
weren’t decisive enough to convince
the U.S. Preventive Services Task
Force to add Zio to screening guide-
lines.
The clinical sensor firms are ad-
vancing cautiously into screening and
prevention. They saw how the stock of
the blood-oxygen sensing firm
Masimo was cut in half after the firm
spent $1 billion in 2022 on a consumer
product business. Facing an activist
investor campaign, Masimo recently
announced it would unload the con-
sumer business.
“We have to move down the acuity
curve,” says DexCom CEO Sayer. “But
I don’t think we can just jump to the
end of it.” B
 14 BARRON’S
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T
Income
he first six months of 2024
have been tough for income
investors, but the second
half of the year should be a
whole lot better.
Opportunities
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
The bull case starts with
the Federal Reserve, which
is expected to cut short rates at least
once this year. When that happens, it
Abound. Here
could prompt a rally in the bond mar-
kets and send cash back into fixed
income. The European Central Bank
and the Bank of Canada have already
lowered their benchmarks, which
Are 11 Top Spots.
should also boost the sector.
“Central banks are starting to cut
rates, and that is an important back-
drop for performance,” says Anders
Persson, chief of fixed-income invest-
From Treasuries to REITs and MLPs, there are plenty
ments at Nuveen.
Inflation, too, has slowed, with the
of places to find generous dividends and yields. consumer price index running at just
over 3% and perhaps headed lower.
That makes income opportunities look
even more attractive. “For the first
BY ANDREW BARY time in a decade, there are positive
real yields in the market,” says Paul
Malloy, the head of municipal bond
investments at Vanguard, referring to
yields after adjusting for inflation.
Even dividend-paying stocks could
Note: Data through June 26
do better. Income-rich sectors like en-
Sources: Bloomberg, company reports ergy, utilities, and banks are up around
10% this year but trail the 15% gain in
the S&P 500 index. Real estate invest-
ment trusts have fared poorly, while
energy pipelines stood out with 15%-
plus returns. But these groups could
post strong performance if the tech
stocks that have dominated the market
in 2024 finally start to waver.
So where should investors look for
income?
In bonds, consider mortgage secu-
rities, preferred stock, and Treasuries
of all varieties—regular, inflation-pro-
tected, and short-term issues. Munici-
pal bonds look good, but not great,
given current yield spreads relative to
Treasuries. Corporate debt, including
high-yield bonds, is less appealing,
with yield spreads at historically tight
levels relative to Treasuries.
In the stock market, investors can
get 3% to 4% yields on a range of sec-
tors including utilities, REITs, banks,
energy, and consumer products. Even
after a big rally, energy pipelines yield
5% to 8%. Pockets of high yield also
remain among individual stocks such
as Verizon Communications, at
6.5%, and Altria Group, at 8%.
Sure, current bond yields of more
than 4% aren’t going to make investors
ecstatic, especially those who recall the
7% yields on Treasuries in the 1990s.
July 1, 2024
Persistently high budget deficits—now
running at $2 trillion annually—and a
cautious Fed could keep rates elevated
for longer. But they’re a lot better than
they used to be. Here’s a look at 11 sec-
tors of the stock and bond markets.
Treasury Notes and Bonds
iShares 20+ Year Treasury Bond / TLT
$94.15 4.4% -4.2%
Recent Recent YTD
Price Yield Return
iShares 1-3 Year Treasury Bond / SHY
$81.58 4.7% 1.0%
Recent Recent YTD
Price Yield Return
There’s a lot to like about Treasuries.
They’re supersafe and carry yields of
4.25% to 4.75%—comfortably above
the 3.3% inflation rate over the past
12 months.
Unlike other bonds, they can’t be
redeemed, or called, before maturity,
an underappreciated attribute. While
many long-term municipals and cor-
porates can be called before maturity,
limiting their upside potential, Trea-
suries can appreciate a lot if rates fall
sharply. The 30-year Treasury, now
yielding 4.4%, should generate a 20%
total return over the next year if rates
fall one percentage point.
Individuals can buy Treasuries
through the Treasury.gov website or
at banks and brokerages, often with-
out paying a fee. Exchange-traded
funds are a good alternative, offering
liquidity, monthly income, and trans-
parent pricing. The largest Treasury
ETF, iShares 20+ Year Treasury
Bond, yields 4.4%. Investors can get
a higher yield with less interest-rate
risk in the iShares 1-3 Year Trea-
sury Bond ETF, at 4.7% with a two-
year average maturity.
TIPS
iShares TIPS Bond / TIP
$106.91 3.2% 0.9%
Recent Recent YTD
Price Yield Return
Vangard Short-Term Inflation-Protected
Securities / VTIP
$48.46 2.5% 2.1%
Illustration by Rosie Barker
Recent Recent YTD
Price Yield Return
Treasury inflation-protected securi-
ties, or TIPS, offer a nice alternative to
regular Treasuries. Real yields are
around 2%, meaning investors get a
two-point premium above the CPI. If
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
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July 1, 2024
BARRON’S
15
 16
inflation rises, which would hurt most
bonds, TIPS should benefit.
The “break even” inflation rate on
most TIPS is about 2.2%, considerably
below the recent 12-month inflation
rate of 3.3%. If inflation averages 3%
in the next decade or longer, investors
will earn better yields on TIPS than
regular Treasuries.
So far this year, TIPS are beating
regular Treasuries. The iShares TIPS
Bond ETF, with an average maturity
of about seven years, has returned
about 1% against negative 1% on the
iShares 7-10 Year Treasury Bond
ETF. TIPS ETFs like Vanguard
Short-Term Inflation-Protected
Securities, with a three-year average
maturity, carry similar yields with less
price risk.
Investors may want to hold TIPS in
tax-advantaged accounts since they
generate phantom income. The infla-
tion component of TIPS return is
added to the price of the bond—and
not paid in cash—but is taxable to
holders.
Treasury Bills
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SPDR Bloomberg 1-3 Month T-Bill / BIL
$91.73 5.3% 2.5%
Recent Recent YTD
Price Yield Return
iShares 0-3 Month Treasury Bond / SGOV
$100.66 5.3% 2.6%
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
Recent Recent YTD
Price Yield Return
Don’t abandon cash. Short rates may
head lower later this year, but that
shouldn’t dim the appeal of Treasury
bills, which now yield about 5.3%.
Rates should remain above 4% deep
into 2025.
T-bills offer better yields than most
money-market funds and are exempt
from state and local taxes, unlike most
“government” money funds, which
own more than just Treasuries.
Available through the Treasury.gov
site and via brokers and banks, T-bills
are sold at a discount from face value,
with interest paid at maturity. Maturi-
ties range from four weeks to one year.
Increasingly popular T-bill ETFs like
SPDR Bloomberg 1-3 Month T-bill
and iShares 0-3 Month Treasury
Bond yield 5.3%.
One of the biggest fans of T-bills is
Warren Buffett. The Berkshire Hath-
away CEO has stashed over $150 bil-
lion of the company’s cash in T-bills,
or about 3% of the total T-bills out-
standing.
Mortgage Securities
iShares MBS / MBB
$92.07 3.9% -0.6%
Recent Recent
Price Yield
DoubleLine Total Return Bond / DLTNX
$8.70 5.7% 0.5%
Recent Recent
Price Yield
The mortgage market has never ap-
pealed much to individual investors, a
mistake considering its attractive
yields and gilt-edged credit quality.
Agencies Ginnie Mae, Fannie Mae,
and Freddie Mac account for $9 tril-
lion of securities. Ginnie is govern-
ment-backed, and while Fannie and
Freddie don’t have explicit guarantees,
they probably wouldn’t be allowed to
fail—the feds stood behind their debt
during the financial crisis.
Mortgage securities yield between
5% and 6%, better than most invest-
ment-grade corporate bonds. The
“spread” between agency mortgage
securities and Treasuries, at 1.5 per-
centage points, is historically wide.
Funds are the best option given the
complex cash flows. The iShares
MBS and Vanguard Mortgage-
Backed Securities ETFs have a cur-
rent yield of about 4% and a yield to
maturity of more than 5%. They hold
older, low-rate mortgages with
smaller current yields but greater
potential appreciation if rates fall.
The newer Simplify MBS ETF holds
newer mortgages and yields over 5%.
Active managers can add value.
Jeffrey Gundlach’s DoubleLine Total
Return Bond fund, which yields
about 6%, invests in higher-yielding
nonagency mortgages that carry more
risk than agency issues.
Preferred Stock
iShares Preferred & Income Securities / PFF
$31.64 6.3%
Recent Recent
Price Yield
First Trust Institutional Preferred Securities
and Income / FPEI
$18.33 5.6% 5.8%
Recent Recent
Price Yield
The bondlike securities issued mostly
by banks have bested most parts of
the fixed-income markets this year.
The iShares Preferred & Income
Securities, the largest ETF, has re-
turned about 4%.
BARRON’S
The $300 billion market has been
supported by shrinking supply as
banks have redeemed about $5 billion
net of new issuance. Yields are down a
half percentage point or more from
YTD
Return October 2023 peaks but still clock in
between 5.5% and 7%.
Much of the new issuance—and
some of the better yields—is in the
YTD so-called institutional preferred mar-
Return
ket. Citigroup issued $1.75 billion of
preferred at 7.125% in May in the sec-
tor, which is traded over the counter
like bonds. The retail market consists
of $25 preferreds from issuers like
JPMorgan Chase and Wells Fargo
that trade like stocks on the NYSE
and often yield less than 6%. Regional
banks yield more. A recent 7.5% pre-
ferred from regional M&T Bank
yields about 7%.
The iShares Preferred ETF focuses
on the $25 market, while the First
Trust Institutional Preferred Se-
curities & Income ETF buys institu-
tional issues.
Dividend Stocks
Vanguard High Dividend Yield / VYM
$119.02 3.5% 7.5%
Recent
Price
Recent
Yield
YTD
Return
Schwab International Dividend Equity / SCHY
$24.08 4.4% -2.2%
Recent
Price
Recent
Yield
YTD
Return
Higher-dividend stocks are a nice
complement—or substitute—for
bonds. While the S&P 500 yields just
1.5%, there are plenty of places to get
double that rate. Where to look? Re-
gional banks like Comerica and U.S.
Bancorp have lagged behind the
megabanks this year and yield 4% to
6%, while consumer giants PepsiCo
and Coca-Cola yield 3%, as do Tar-
get and Johnson & Johnson. Chev-
ron yields 4%.
4.1% There are dozens of dividend-ori-
ented ETFs. One of the largest is the
YTD
Return $54 billion Vanguard High Dividend
Yield, which yields 3.5% and whose
largest holdings include JPMorgan,
Broadcom, and Exxon Mobil.
Yield abounds abroad, where com-
YTD
Return panies tend to favor dividends over
stock buybacks. BP yields almost 5%
and Honda Motor, 4%, while Nestlé
and Danone clock in at 3%. British
American Tobacco, owner of Reyn-
olds cigarettes, yields 9% and benefits
from British stocks having no divi-
dend withholding taxes for U.S. inves-
July 1, 2024
tors. The Schwab International Div-
idend Equity ETF yields 4.4%
Real Estate Investment Trusts
Vanguard Real Estate / VNQ
$83.32 3.8% -4.9%
Recent Recent YTD
Price Yield Return
The $32 billion Vanguard Real Es-
tate ETF, which yields 4%, is down
5% in 2024 and is trailing the S&P
500 for the fourth year in a row. But
REITs are also one of the more attrac-
tive places to find income.
Formerly hot warehouse REITs
like Prologis are down double digits
in 2024 and yield 3.5% amid greater
supply. Cell-tower REITs have cooled
as well, with industry leader Ameri-
can Tower, whose shares are little
changed over the past five years,
yielding 3.5%. Apartment REITs like
AvalonBay Communities, Equity
Residential, and Camden Property
Trust are up an average of 10% this
year. They yield around 4%.
Sunbelt-focused companies like
Camden and Mid-America Apart-
ment Communities have rallied as
investors look past a spate of new sup-
ply that may crest next year as higher
rates crimp building activity. Coastal
operators like AvalonBay are more
protected due to tough zoning rules
and land shortages.
Pipelines
Alerian MLP / AMLP
$47.64 7.9% 16.6%
Recent Recent YTD
Price Yield Return
Tortoise Energy Infrastructure / TYG
$34.12 8.3% 24.1%
Recent
Price
Recent
Yield
YTD
Return
Energy pipelines are having their third
strong year in a row, with the Alerian
MLP ETF returning over 15%.
Greg Reid, the head of energy in-
vestments at Westwood, cites “strong
and improving fundamentals, divi-
dend and volume growth, and declin-
ing leverage.” The energy transition
doesn’t seem to be crimping demand
for fossil fuels.
Partnerships like Enterprise Prod-
ucts Partners and Energy Transfer
yield more than corporations like Wil-
liams and Kinder Morgan because of
investor preference for simpler corpo-
rate structures and 1099 tax forms
 July 1, 2024
rather than K-1s. Yields range from 4%
to 8%. Williams has been a standout
due to its focus on natural gas, which is
benefiting from rising demand for liq-
uefied natural gas.
Former bond king Bill Gross has
been a big fan of the partnerships. “I
think they’ve sort of peaked out in
terms of price appreciation, but the
yields [look solid], assuming there
aren’t any disasters in terms of energy
and pipeline regulatory measures go-
ing forward,” he told Barron’s in May.
Utilities
Utilities Select Sector SPDR / XLU
$68.79 3.2% 10.4%
Recent Recent YTD
Price Yield Return
Reaves Utiilty Income / UTG
$27.53 8.3% 6.7%
Recent Recent YTD
Price Yield Return
The Utilities Select Sector SPDR
has gained 8% after being little
changed over the past five years.
Credit the artificial-intelligence boom.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
U.S. electricity demand, which has
been flat for about 15 years, could
grow 3% annually through the end of
the decade due in large part to de-
mand from power-hungry data cen-
ters that support AI applications.
AI demand could lift annual earn-
ings growth for many utilities to about
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
7% for the next decade from earlier esti-
mates of 4% to 6% yearly growth, says
Jay Rhame, co-manager of the Reaves
Utility Income closed-end fund. Divi-
dends could expand at a similar clip.
“The industry will need to build a lot of
new power plants,” he says.
His favorites include Southern
Co., Pennsylvania’s PPL, and
NiSource, which is based in Indiana
and recently signed a $1 billion deal
with Microsoft to power data centers.
They yield about 3.5% and are getting
a lift from AI-related demand.
Municipals
iShares National Muni Bond / MUB
$106.56 3.5% -0.5%
Recent Recent YTD
Price Yield Return
Vanguard Limited-Term Tax-Exempt / VMLTX
$10.79 3.4% 0.7%
Recent
Price
Recent
Yield
YTD
Return
Munis have high credit quality, limited
net new supply, and upside potential
BARRON’S 17
from higher federal tax rates if the
Trump tax cuts aren’t extended past
next year. Unfortunately, the highest-
quality munis with 10-year maturities
and shorter yield less than 3%, or 65%
of the Treasury yield. The long-term
average is closer to 80%.
Muni fans say that lower-quality
We curate.
bonds remain appealing, as do long-
term bonds, which yield about 4%.
“The fundamental credit quality is as
good as it has been in decades,” says
You Shop.
Vanguard’s Malloy.
The total municipal bond market
stands at $4 trillion, up about 10% in
the past decade, while the amount of
Treasury debt is up more than 50%, to
$27 trillion.
There are plenty of ways to play—
ETFs, traditional mutual funds,
closed-end funds, and separately
managed accounts. Individual bonds
used to be a favorite of many retail
investors, but securities firms are en-
couraging financial advisors to steer
clients toward managed products.
Other
iStock.com/KatarzynaBialasiewicz © 2024 Dow Jones & Company, Inc. All rights reserved. 2E6203
Janus Henderson AAA CLO / JAAA
$50.85 6.7% 3.8%
Recent Recent YTD
Price Yield Return
Matisse Discounted Bond CEF Strategy /
MDFIX
$10.49 7.0% 6.8%
Recent Recent YTD
Price Yield Return
The Janus Henderson AAA CLO
ETF has been an innovative success
story among bond ETFs. It buys the
top-rated tranches of collateralized loan
obligations, or CLOs, which are backed
by bank loans to leveraged companies.
The yield on the Janus Henderson
ETF is 6.7% and floats at about 1.5%
above a key short rate. That’s a nice
yield for a high-quality fund, and it
has grown to over $10 billion since its
inception in 2020, with much of it
coming in the past year.
The $300 billion closed-end fund
market offers opportunities because
most funds trade at discounts to net
asset value, many at double digits be-
low NAV. The small $50 million Ma-
Discover your unique style with
tisse Discounted Bond CEF Strat- high-end home goods
egy navigates well among fixed-
income CEFs and has returned nearly picked regularly by our team.
7% this year. The 2024 performance
reflects a narrowing of discounts in mansionglobal.com/boutique
the sector and security selection. B
SCAN TO SHOP
Note: Data through June 26
Sources: Bloomberg, company reports
 18
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
A Hot Lottery Ticket:
Zero-Dated Options
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
Bets on market moves have taken off with these
options. Stocks like Nvidia and Apple could be next.
J
in Wang has taken some
wild rides as a day trader. A
software product manager
in Houston, he says he
turned $26,200 into
$73,000 one day in Novem-
ber 2022. On another day, he lost
$20,000.
Wang, 35, wasn’t trading meme
stocks like GameStop. Rather, he was
betting on intraday moves in the S&P
500 index. And he used a strategy
that has soared in popularity: buying
an option in the morning and selling
in the afternoon, just before it expires.
Betting on the market’s intraday
moves is nothing new, but it has taken
off with options expiring by the trad-
ing day’s end. Known as “zero days to
expiration,” or 0DTE, these options
account for nearly half of the daily
volume of S&P 500 index options, up
from 17% in 2020, according to Cboe
Global Markets, the exchange where
they’re traded. Zero-dated options
pegged to the Nasdaq 100 have also
surged, along with options tied to
exchange-traded funds that track the
S&P 500 and Nasdaq indexes.
The appeal is rare, lottery-like pay-
offs. A highly volatile day with an in-
traday move of 2% in the S&P 500 or
Nasdaq 100 might generate at least a
20% gain. The flip side is that traders
who aren’t quick to lock in gains can
lose their entire position before the
BARRON’S
BY PAUL R.
LA MONICA
day’s end. And hedging erodes your
potential gains, adds more costs, and is
tough to pull off efficiently.
“You can go completely broke, but
there are occasional Lotto-sized pay-
outs,” says Garrett DeSimone, head of
quantitative research at OptionMetrics.
For now, the options are limited to
major indexes and related ETFs. But
individual stocks could be next. Bro-
kerages and exchanges are in discus-
sions about expanding 0DTE to indi-
vidual stocks, which would most likely
be megacaps such as Apple and
Nvidia. “There are continuing industry
meetings, with all sectors represented,
to find a solution to these issues,” said
JJ Kinahan, CEO of IG North America,
July 1, 2024
which owns the brokerage tastytrade,
in an email to Barron’s.
Whether 0DTE options will desta-
bilize markets—especially if they pro-
liferate to individual stocks—is a point
of controversy.
Proponents argue the options allow
traders to avoid overnight risk, bet on
an index more cost-effectively, and
hedge events like a Federal Reserve
meeting that can rock the market.
Their rise hasn’t coincided with a
spike in volatility. And while volumes
have soared—reaching an average
$780 billion a day in “notional” value
for 0DTE pegged to the S&P 500, up
36% from 2023 levels—the “0-day
space remains well-balanced,” accord-
ing to BofA Securities.
But some experts worry about de-
stabilizing effects. One concern is that
market makers could be forced to buy
underlying positions en masse to hedge
against a buildup of bullish or bearish
option bets—resulting in bigger and
more rapid swings in the S&P 500 and
other indexes. The European Central
Bank raised concerns about 0DTE
options in May, arguing in a research
paper that “in view of the increasingly
crowded positions in such trades, their
abrupt unwinding…could lead to a dis-
orderly correction.”
BofA is sounding warnings, too.
While it doesn’t look like 0DTE will
trigger a 2018-style “Volmageddon”—
when the market tanked due to a
buildup of one-sided bets on volatil-
ity—imbalances could develop if inves-
tors “weaponize” the options to chase
large up or down moves, BofA said in a
recent note. “Fickle” and fragile liquid-
ity in options could amplify the moves.
Some analysts see trouble brewing.
“0DTE may change the calculus for
market volatility significantly,” said
Michael Green, portfolio manager and
chief strategist at Simplify Asset Man-
agement. “If we get a sequence of
events where there is a sustained pe-
riod of uncertainty, you could see op-
tions act in a way that could make it
more difficult to hedge day-by-day
events. The market could correct rela-
tively violently.”
Indeed, 0DTE options haven’t been
truly stress-tested. The Cboe Volatility
Index has been muted for years amid
a bull market. “These unusually de-
Illustration by Erik Carter
pressed volatility levels are not reflec-
tive of the global macro environment,”
said James Smigiel, chief investment
officer of SEI Investments, which
manages more than $443 billion in
assets.
 July 1, 2024
Riding the 0DTE Express
Zero-dated options get their name from
their ephemeral life, but in many re-
spects they’re no different than stan-
dard call and put options. Calls are
contracts that offer the right to buy a
stock at a preset “strike” price. Puts are
contracts to sell at a preset price. The
price of the option is called the pre-
mium, and the contract lasts until the
expiration date, which may be a day,
week, or months in the future. One
equity or ETF option contract is multi-
plied by 100 shares of a stock.
Index options are different. They
generally settle in cash, so anyone
who trades them is effectively commit-
ting themselves to locking in a cash
gain or loss.
The zero-dated trend took off in
2022 when exchanges added S&P
500 and Nasdaq 100 index and ETF
options expiring on Tuesdays and
Thursdays to their Monday, Wednes-
day, and Friday expiries. That turned
three-day-a-week expiries into daily
occurrences. Cboe added daily expi-
ries for Russell 2000 index options
and ETFs in January 2024. The Eu-
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
rex exchange in Germany also offers
0DTE daily options on the EURO
Stoxx 50 and DAX indexes.
With 0DTE options, investors can
bet on market moves every trading day
without taking risks on an overnight
event. And they can be cost-effective.
Buying one option against the S&P 500
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
costs upward of $500,000. 0DTE op-
tions pegged to ETFs are like fractional
shares, breaking the index down into
Chiclet-size bites, opening the trade to
smaller dollar figures and more indi-
vidual investors.
Traders can buy and sell the options
through brokerages like Robinhood
Markets, Charles Schwab, and Bank of
America’s Merrill Edge, along with
smaller outfits like Moomoo Technolo-
gies. For those who don’t want to dab-
ble in options directly, there’s now an
ETF: Roundhill S&P 500 0DTE
Covered Call Strategy (ticker: XDTE).
The options are inspiring retail
traders who moved on from meme
stocks during the pandemic, says John
Bartleman, CEO of brokerage TradeS-
tation. “A lot of customers are jumping
into 0DTE. It’s a popular trading vehi-
cle,” he says.
Despite big gains touted through
social media, however, some academic
research indicates the options are a
losing trade for most people. Retail
investors lost more than $350,000 on
0DTE options on an average trading
BARRON’S
Zero-Sum Game? dated options haven’t been tested in a
The volume of options tied to S&P 500 index contracts that panic like the Covid-induced selloff or
expire on the same day of trading has increased dramatically. the 2008-09 global financial crisis.
Those types of events tend to flush out
0DTE volume for S&P 500 speculative excesses and cause inves-
50% tors, dealers, and others to act in un-
predictable ways.
40
The Cboe, which profits off index
30 options volume, argues the market is
20 well balanced between buys and sells;
what matters aren’t high volumes or
10
underlying “notional” values, but net
0 positioning, it says. Based on its study
2016 ‘17 ‘18 ‘19 ‘20 ‘21 ‘22 ‘23 ‘24 of market activity, the Cboe found that
Note: 2024 data through June 14; 0DTE=zero days to expiration Source: Cboe daily net exposure of market makers
typically ranged from $170 million to
$670 million—less than 0.2% of the
day between May 2022 and September $400 billion traded daily in S&P 500
2023, according to a study by research- futures contracts.
ers at the University of Münster in Ger- Some brokerage executives say
many. “0DTE options are on average they aren’t worried. “I don’t under-
not a lucrative investment vehicle for stand the big brouhaha,” says Thomas
retail traders,” the researchers wrote. Peterffy, founder and chairman of
The way to limit losses is to hedge or Interactive Brokers. “Now that every
take other protective measures. One day is an expiration day, any day can
technique is to use “stop loss” orders, be more volatile.”
or string together a slew of options so But negative feedback loops can
that if one falls apart, another pays off. come out of nowhere. If a tide of posi-
Justin Zacks, vice president of strategy tions turns one-sided, dealers may be
at Moomoo, says only about 6% of forced to rapidly buy underlying
0DTE options on the platform are held stocks to hedge; that could cause li-
to expiration and that most investors quidity to deteriorate and add to a
are mitigating risk by putting limit or “volatility spiral,” the ECB said in a
stop-loss orders in. report. Retail traders might try to
But retail traders face heady chal- jump on the trade, aiming to exploit
lenges. Institutional algorithmic trad- the volatility, but may only wind up
ers and market-makers pounce on contributing to it.
split-second moves, leaving retail with The next step for 0DTE options
the crumbs. Bid/ask spreads in op- may be individual stocks. The idea
tions can be wide: While they are tight would be to add four days to current
in the most actively traded options, weekly option expirations for compa-
they are far apart on less active ones, nies like Nvidia and other megacaps.
where it can be tough to unload a po- Traders could then take same-day
sition and the wide spreads erode positions ahead of a major event such
profits on a trade. as a quarterly earnings report.
Hedging is tough to get right, im- Discussions have taken place be-
poses high costs, and requires near- tween regulators and exchanges
perfect timing. And investors must be about allowing 0DTE options for
vigilant since the time value of op- some stocks, possibly as soon as
tions—a large component of their 2025, according to a person familiar
price—erodes quickly. “It’s like taking a with the matter. The individual
new car off the lot. The price starts to stressed that all the relevant parties
depreciate. 0DTE options are similar,” are still in the “analysis phase” and
says DeSimone. are being “supercautious.”
Investors who step away from Brokerage executives interviewed by
their screens might miss a sharp in- Barron’s said investors want the prod-
traday move. “This is not something uct, and some predicted it would be
you can put a position on and place approved. “I think single-stock 0DTE
your hands in your pocket and run trading is coming within the next two
away,” says Joe Mazzola, director of to three years,” says Zacks of Moomoo.
trader education at Schwab. “There is demand for it, and people
What’s unknown is how the 0DTE should be treated as adults with how
market will handle a black swan they invest,” Kinahan said.
event—something unforeseen that But a few things would have to be
takes everyone by surprise. Zero- ironed out. Perhaps the biggest issue
19
is how to deal with events like earn-
ings releases; 0DTE options expire
after the regular trading session ends
at 4 p.m. Aftermarket trading follow-
ing an earnings release and confer-
ence call may be even more volatile
with 0DTE in the game.
Peterffy says that having 0DTE op-
tions for companies would make sense,
with limitations. He says he isn’t con-
cerned about the impact on megacaps
or widely held large-caps. But there
could be opportunities for fraud with
less actively traded companies, just as
there is with meme stocks that can be
manipulated by hedge funds or gangs
of retail traders.
“Do it only for very liquid stocks,”
he says. “Otherwise it would be easier
to manipulate the market, and there
would be more things for regulators to
have to watch.”
The Cboe is now the key player in
0DTE options, but that would likely
change if they spread to equities. Other
exchanges would come into the market,
competing for trading volumes in a
product that has already shown enor-
mous appeal to many investors.
“Any new options products must
be well thought out by all industry
participants to make sure it’s ready,”
says Cathy Clay, global head of deriv-
atives at Cboe.
The key gatekeeper is the Options
Clearing Corporation, the organization
that issues and settles most options
and is overseen by regulatory bodies in
Washington. The OCC declined to
comment, as did the option market’s
primary regulator, the Securities and
Exchange Commission. Among ex-
changes, the Nasdaq and the New York
Stock Exchange declined to comment.
Wang, who trades on Moomoo,
acknowledges he got lucky. On one
day in 2022, he bet on the market go-
ing down the morning of a Fed meet-
ing, and cashed in for $23,000 when
stocks turned negative during Chair
Jerome Powell’s press conference. A
bigger payout came when the S&P 500
popped more than 5% in one day on a
benign inflation report, turning his
$26,200 position into $73,000, accord-
ing to screenshots viewed by Barron’s.
Overall, Wang says, he made about
$20,000 since he started 0DTE trad-
ing. But he now sets stop-loss orders
and is only willing to take a $2,000
loss every month, not every day.
“Trading sometimes involves luck,” he
says. “Don’t treat it as a videogame.
You never know where the market is
going.” B
 20 BARRON’S July 1, 2024

Mentor the Next

Generation of
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Business Leaders
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 July 1, 2024 BARRON’S 21

F UN DS
Scoreboard: Telecom Calls
Silver Is a Hot AI Play. It’s U.S. stocks hung on, with the S&P 500 up 0.18%, helped by Telecom Funds, rising 2.14%. With China
stocks slumping and tensions in the South China Sea, China Region Funds fell another 2.41%.
One Week Year-to-Date

Beating Gold and Stocks. U.S. STOCK FUNDS

TOP SECTOR / Telecommunication Funds
BOTTOM SECTOR / China Region Funds
S&P 500
U.S. BOND FUNDS
0.22%
2.14
– 2.41
0.18
– 0.06
8.82%
9.85
0.28
14.95
1.46
Bloomberg Barclays AGG Bond – 0.18 – 0.34

The Week's Top 25

Fund Investment Objective One Week Year-to-Date
BY DEBBIE CARLSON ment strategy at Abrdn—which issues Baron Partners Fund Inst / BPTIX Multi-Cap Growth 5.02% – 8.2%
Bail Giff Hlth Inn Eq I / BGHBX Health/Biotech 4.46% – 1.5%
the $1.3 billion Abrdn Physical Silver

G
Morg Stan Insight A / CPOAX Multi-Cap Growth 4.05 – 0.8
old and copper might grab Shares ETF (ticker: SIVR)—says China Fidelity Sel Bio Tech / FBIOX Health/Biotech 4.03 8.9
Baron Global Advtg Inst / BGAIX Global Multi-Cap Growth 3.94 7.3
headlines, but silver is one of is driving some of the demand, both in Fidelity Adv Biotech I / FBTIX Health/Biotech 3.81 9.5
2024’s best-performing com- its role as the biggest manufacturer of Morg Stan I Inc I / MSSGX Small-Cap Growth 3.76 – 8.4
Transam Cap Growth I / TFOIX Multi-Cap Growth 3.76 0.8
modities, up 21% year to date, solar panels and as a source of invest- Morg Stan I Gl Ins I / MIGIX Global Multi-Cap Growth 3.75 4.2
Fidelity Sel Telecomm / FSTCX Telecommunication 3.64 1.7
beating its metallic cousins—and the S&P ment demand. He notes that physical Evolutionary Tree Ivtr I / INVNX Multi-Cap Growth 3.54 8.2
500 index. But many investors are seem- silver in China is trading at a premium Morg Stan I Growth A / MSEGX Multi-Cap Growth 3.47 0.6
Fidelity Sel Comm Serv / FBMPX Consumer Services 3.40 21.9
ingly shunning the gray metal. to spot prices. Morg Stan I Disc A / MACGX Mid-Cap Growth 3.40 0.8
Most silver bullion and silver-mining The higher demand comes as total sup- Fidelity Sel SW & IT Svc / FSCSX Science & Tech 3.37 0.5
Baron Fifth Ave Gro Inst / BFTIX Multi-Cap Growth 2.95 19.9
stock exchange-traded funds have net ply from mining and scrap recycling Taylor Frigon Core Gr / TFCGX Mid-Cap Growth 2.92 7.0
outflows year to date, according to Morn- slipped 0.5% in 2023 and is expected to Rydex Energy Svcs Inv / RYVIX Natural Resources 2.87 3.8
Franklin Str BD A / FBDIX Health/Biotech 2.85 9.5
ingstar data, while U.S. Mint silver bullion fall another 1% in 2024, as demand out- DWS Comm A / COMAX Telecommunication 2.70 20.2
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Firsthand Tech Opptys / TEFQX Science & Tech 2.60 – 27.0

coin sales are 1.34 million ounces, less strips supply, the institute says. RMB Inv Japan I / RMBPX Japanese 2.60 8.8
than half of 2023’s sales of 3.4 million Silver is more than just the poor man’s Morg Stan I Vital Pf I / MSVDX Health/Biotech 2.57 – 6.1
Spyglass Growth Inst / SPYGX Mid-Cap Growth 2.52 3.4
ounces through June. gold, says David Morgan, publisher of the RMB Inv M Fnl Svc I / RMBLX Financial Services 2.49 – 7.5
It’s their loss. Silver is trading around Morgan Report, a natural-resources news-
$30 an ounce, its highest level since 2012, letter, as it often acts differently from the The Week's Bottom 10
despite a seemingly tough fundamental yellow metal. Being a smaller market, sil- Fund Investment
ProFunds Btcn Str PF Inv / BTCFX
Objective
Alt Currency Strat
One Week
– 5.68
Year-to-Date
38.8
backdrop for precious metals: high inter- ver’s price moves are much more mercu- Vest Bitcoin SMV Inv / BTCLX Flexible Portfolio – 5.38% 37.1%
Midas / MIDSX Precious Metals Eq – 4.39 – 0.9
est rates, tapering inflation, a strong stock rial than gold’s and subject to seasonal Oberweis China Opps Inv / OBCHX China Region – 4.17 5.2
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

market, and a still-growing U.S. economy. trends, with sluggish action in the summer Kinetics Paradigm NL / WWNPX Mid-Cap Growth – 4.06 28.2
Kinetics Mkt Opps NL / KMKNX Flexible Portfolio – 3.94 29.2
“This is exactly the opposite environment and greater volatility in fall and winter. Commonwealth Africa / CAFRX Emerging Markets – 3.90 4.5
in which you should be investing” in sil- Options to own silver are limited, too. Matthews Asia China Inv / MCHFX China Region – 3.80 0.1
Kinetics SO & CR Inst / LSHUX GL Sm/Mid-Cap – 3.58 29.1
ver, says Adrian Day, CEO of Adrian Day Aside from physical bars and coins, there Kinetics Internet NL / WWWFX Science & Tech – 3.46 31.3
Asset Management. are only a handful of nonleveraged/in-
Silver can be affected by the same fac- verse ETFs available. The biggest silver- The Largest 25
Assets 3-Year* 1-Week YTD
tors that influence gold, but it also has backed ETF is the $13.2 billion iShares Fund Investment (billions) Objective Return Return Return

industrial uses, since it’s a good electricity Silver Trust (SLV), while the biggest American Funds Gro A / AGTHX $136.7 Large-Cap Growth 6.6% 0.60% 17.3%
Fidelity Contrafund / FCNTX $126.3 Large-Cap Core 11.8% 0.74% 26.8%
conductor. The tailwinds lifting copper, silver-miner ETF is the $1.1 billion Global Fidelity SA US Tot Stk / FCTDX Multi-Cap Core 9.3 0.18 15.4
118.6
notably the global electrification push and X Silver Miners (SIL), up 24% and 11%, American Funds Bal A / ABALX 103.2 Mix Tgt All Gro 5.2 – 0.43 8.9
demand for more-powerful semiconduc- respectively, in 2024. Vanguard Wellington Adm / VWENX 98.0 Mix Tgt All Gro 5.2 0.19 8.8
Vanguard Tgt Ret2035 Inv / VTTHX 96.7 Mixed-Asset Target 2035 2.9 – 0.04 7.1
tors, has silver shining. Notably, it is also Equity investors may be surprised to
Vanguard Tgt Ret2030 Inv / VTHRX 92.8 Mix-Asst Targ 2030 2.4 – 0.08 6.3
used in the powerful semiconductor chips learn there are no pure-play silver-mining PIMCO Income Inst / PIMIX 90.6 Multi-Sector Inc 1.2 – 0.06 2.1
needed for artificial intelligence. stocks, as most silver is dug up as a by- American Funds ICA A / AIVSX 85.8 Large-Cap Core 11.3 0.07 14.9
The Silver Institute, an industry group, product of base-metal or gold production. Vanguard Tgt Ret2040 Inv / VFORX 85.8 Mixed-Asset Target 2040 3.5 – 0.02 7.9
Vanguard Tgt Ret2045 Inv / VTIVX 83.6 Mixed-Asset Target 2045 4.1 0 8.7
said industrial demand in 2023 reached a “The dirty little secret is most silver- American Funds Wash A / AWSHX 83.0 Large-Cap Value 10.3 – 0.71 11.2
record, noting a 64% jump in demand mining companies do not have the major- Vanguard Tgt Ret2025 Inv / VTTVX 76.2 Mixed-Asset Target 2025 1.8 – 0.10 5.4
from the solar-panel industry in 2023. ity of their revenue from silver,” Day says, American Funds Inc A / AMECX 75.4 Mix Tgt All Mod 3.7 – 0.54 4.2
American Funds FInv A / ANCFX 71.3 Large-Cap Core 9.3 – 0.49 15.1
The group expects 2024 usage to rise especially if they have gold production. Vanguard PRIMECAP Adm / VPMAX 71.1 Large-Cap Core 9.5 0.54 15.0
another 20%. That aligns with data from Silver’s future is likely to hinge more Vanguard Tgt Ret2050 Inv / VFIFX 70.4 Mix-Asst Targ 2050 4.5 0.02 9.3
the Solar Energy Industries Association, on industrial demand than in years past. American Funds EuPc R6 / RERGX 67.5 Intl Large-Cap Growth – 2.4 – 0.33 7.4
Fidelity SA Core Inc / FIWGX General Bond – 2.2 – 0.25 0.3
which reported that the U.S. solar market If the robust growth in solar-panel pro- 66.3
Dodge & Cox Stck I / DODGX 65.9 Multi-Cap Value 7.6 0.23 8.3
saw its second-largest quarter of installed duction plateaus, it could soften silver Dodge & Cox Income I / DODIX 64.6 Core Bond – 1.2 – 0.21 0.7
capacity in the first quarter, just behind demand and thus prices. Still, silver used Fidelity Str Adv LgCp / FALCX 63.3 Large-Cap Core 10.7 0.29 16.5
the record set in 2023’s fourth quarter, in photovoltaics is locked up for years American Funds CIB A / CAIBX 61.0 Global Equity Income 3.5 – 0.66 4.4
American Funds NPer A / ANWPX 59.5 Global Large-Cap Growth 3.5 – 0.13 12.0
led by utilities installations. until those panels are recycled, if at all, Fidelity Blue Chip Gr / FBGRX Large-Cap Growth 10.0 0.78 27.9
57.9
In addition to photovoltaic demand, which keeps that supply off the market
*Annualized 06/23/2021 to 06/27/2024. Through Thursday. Source: Lipper
Robert Minter, director of ETF invest- and may limit how far prices sag. B
 22
THE EC ONOMY
A Rate-Cut Issue: Do
Jobs Numbers Miss the
Immigration Surge?
H
ere’s a surprise as
the U.S. economy
heads into the
second half:
Things now are
going pretty much
according to the
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script laid out by Federal Reserve
policymakers.
After an unexpected interruption
in the downward trend of inflation at
the beginning of 2024, price measures
have returned to their moderating
path in the past month or two. Unem-
ployment, meanwhile, remains at a
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
historically low level of 4% while
business payrolls have consistently
clocked in above expectations.
If those trends continue, they would
put the Fed on track for one reduction
in its key federal-funds target rate by
the end of the year, which was the me-
dian contained in the central bank’s
most recent Summary of Economic
Projections, released on June 12.
A big if, to be sure. But for now, the
numbers are going the right way. Fri-
day’s report of the Fed’s preferred
gauge of inflation, the personal con-
sumption expenditure index, showed
a rise of 2.6% from a year ago, both
overall and in the so-called core mea-
sure. The Fed’s June SEP contained a
median projection for the headline
PCE of 2.6% by year end and 2.8% for
core PCE. Inflation would have to
continue to moderate to end the year,
as it has the past couple of months,
after rising faster than forecast in the
first quarter.
Investors’ attention turns to the
labor market in the coming July
Fourth holiday-interrupted week.
BARRON’S
There will be no long, four-day week-
end at the statistical mills of the Bu-
reau of Labor Statistics, which will
release the June employment report
on Friday morning, July 5.
Forecasts for the key nonfarm pay-
rolls tally center on an increase of
BY RANDALL 195,000, which would be down from
W. FORSYTH the upside surprise of 272,000 in
May’s release. But the outstanding
feature of the previous report was the
startlingly different story from the
separate survey of households, which
showed a sharp decline in employ-
ment of 408,000.
The divergence between the estab-
lishment survey, which produces the
more widely watched payrolls number
for Wall Street, and the household
survey, which informs the unemploy-
ment rate that is closely tracked by
politicos, has been going on for some
months now. As the chart here shows,
Tale of Two Jobs Tallies
While nonfarm payrolls have grown steadily, household employment has faltered.
Undercounts of immigrants may explain much of the difference.
6-Month Average Change in Nonfarm Payrolls
6-Month Average Change in Household Employment
1,500 thousand
1,000
500
0
-500
2021 '22
Source: Bloomberg
Undocumented workers are less likely to respond
to government surveyors, who will ask for their
identity before going into employment questions.
the household measure has been de-
cidedly weaker for almost a year now.
Some economists assert that at
turning points in the economy, the
changes may show up sooner in the
household data. That’s even though
this measure is based on a much
smaller sample and is prone to greater
volatility as a result.
But there may be other factors at
play that could explain the discrep-
ancy, according to a number of econo-
mists. The surge of immigration, both
legal and otherwise, could be espe-
cially important.
Undocumented workers, under-
standably, are less likely to respond to
U.S. government surveyors, who will
ask for a household member’s identity
before going into employment ques-
tions, according to Henry Wu, senior
strategist and head of quantitative re-
search for Alpine Macro. Employers,
meanwhile, provide only aggregated
data on workers on their payrolls,
without identifying individuals.
There are other aspects to the un-
dercount of immigrants in the house-
hold employment data. These are based
on surveys of approximately 60,000
households, which are extrapolated to
represent the entire U.S. population.
“For example, if a survey of 10 peo-
ple finds that five are employed and
the estimated population is 100, it will
project 50 workers. However, if the
actual population is 102, the real em-
ployment number should be 51, or 2%
'23 '24
July 1, 2024
higher,” Wu explains in a research
report.
If, as estimated, there are more
than four million undocumented im-
migrants in the U.S., and assuming
48% of that population is employed,
then more than two million immi-
grants are working but not counted in
the household survey, he writes. That
would explain over half of the 3.8 mil-
lion gap between the establishment
and household measures.
Another 770,000 represent people
working multiple jobs, Wu adds. A
multiple job holder could show up on
two or more payrolls, for example. This
would be consistent with a rise in part-
time employment and a drop in average
hours worked in a week. It’s another
way the pandemic changed things;
remote work allowed people to hold
multiple jobs, with greater flexibility.
The much-publicized domestic mi-
gration from high-cost, high-tax urban
centers also may be distorting the num-
bers, writes RBC Capital Markets econ-
omist Michael Reid. Problematic 2020
census data don’t fully reflect the move
from the likes of New York, Los Ange-
les, and Chicago to lower-cost Sunbelt
cities such as Nashville, Charlotte, and
Phoenix. As a result, high-unemploy-
ment states such as New York, Califor-
nia, and Illinois are overweighted in the
national data while regions with strong
jobs growth and lower unemployment
rates are underweighted.
In his June 12 press conference, Fed
Chair Jerome Powell cited immigra-
tion as factor that has helped to in-
crease the workforce and thus loosen
labor-market conditions. The so-
called JOLTS, or Jobs Openings and
Labor Turnover Survey, also attests to
less-tight conditions; new numbers for
May are due Tuesday.
But softness in the household por-
tion of recent jobs reports likely over-
states any apparent weakening in the
labor market. Fed-funds futures
placed a 70% probability of Septem-
ber rate cut as of Friday, according to
the CME FedWatch site, with a 95%
chance by December. Traders should
be wary of expecting lower Fed rates
based on distorted data. B
email: randall.forsyth@barrons.com
 July 1, 2024
T ECH T RADER
After 40 Years, I’m
Signing Off. But First,
One More Thing
N
o one has more ex-
perience leaving
Barron’s than I do.
And here I go
again.
My first depar-
ture from this place
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came in 1998. After a decade here, I
was lured to The Industry Standard,
a feisty dot-com era upstart which
declared itself “the newsmagazine of
the Internet economy.” It was a ton of
fun, but the Standard couldn’t sur-
vive the bursting of the bubble. It
filed for bankruptcy in 2001, and was
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
sold for scrap.
Barron’s, of course, continued to
thrive. Pets.com hat in hand, I came
back here for another nine-year run,
among other things spending years as
the first Barron’s blogger, writing
what we called Tech Trader Daily.
That was super fun, but all good
things eventually come to an end, and
in 2010 I left again.
I won’t bore you with everything
that happened to me after that, but
suffice to say I eventually spent six
years in corporate communications—
what journalists call “the dark side”—
before returning to Barron’s for a
third time in 2019.
Now here we are five years later,
Jaap Arriens/NurPhoto via Getty Images
and I’m hitting the road, Jack, for one
more career adventure.
But before I go, I wanted to offer
you one more list of thoughts—I’ve
been doing a lot of those in recent
years. This time, it’s some musings on
technology and innovation that I’ve
had since joining the newswires at
Dow Jones in 1984 and Barron’s four
years after that. So, here it goes, 40
BARRON’S
years of lessons condensed into nine
paragraphs:
Most of the time, the next great
thing just isn’t that great, although it
always make for fantastic copy. Let us
raise a glass to 3-D televisions, the
metaverse, virtual and augmented
BY ERIC J. reality, 3-D printing, personal drones,
SAVITZ cryptocurrency, blockchains, NFTs,
Web3, fake meat, legal marijuana,
Segways, Quibi, and Napster. Let’s all
fondly remember Google+, Google
Glass, Netflix Qwikster, Apple Ping,
Apple cars, Apple Pippin, Apple
Newton, Apple eWorld, HP iPods,
Windows Mobile, Microsoft Zune,
Clippy, and Microsoft Bob. Let’s
spend a moment recalling the rise and
fall of Flip camcorders, MoviePass,
SecondLife, Hyperloop, WeWork,
Jawbone, Webvan, Juicero, nanotech,
superconductors, Theranos, Solyn-
dra, SPACs, and direct stock listings.
Turns out, it isn’t easy to change the
world.
No question, technology in-
volves experimentation. But most
start-ups fail, and most products
never succeed. Be skeptical, but not
I’ve loved writing for Barron’s, and the past five
years have been the sweetest. I will miss writing
this column most of all.
cynical. Be open to new ideas, but
don’t get suckered into nonsense, and
tamp down your FOMO.
Not all of the things on my list
were obvious losers, but some
screamed “fail” from the get-go. There’s
no better example than 3-D TVs. A
little over a decade ago, the show floor
at the annual CES tech trade show in
Las Vegas was dominated by television
manufacturers pushing the idea as the
biggest thing to happen to consumer
electronics since the death of the pic-
ture tube. To me, it seemed flat-out
delusional to think people would watch
football, SNL, or the local news while
wearing a ridiculously dorky headset.
Ignore marketing blather and trust
your common sense.
Now to be clear, sometimes the
next great thing really is that
great. Personal computers, Wi-Fi,
cloud computing, iPhones, social me-
dia, the internet, streaming television,
Google, Facebook, YouTube. And by
the way, there were naysayers on all
of those.
I was going to include artificial
intelligence on the winners list,
but it isn’t impossible it ends up on
the overhyped one. The jury is still
out. I’m not sure how AI is going to
make money, but some of what you
can do with chatbots is remarkable. If
you aren’t experimenting with AI,
you’re making a big mistake. Be a
skeptic, not a Luddite.
The truth is that many things
end up somewhere in the middle,
semi-useful ideas that simply don’t
offer the returns investors fantasize
about. Segways didn’t revolutionize
urban transportation, but they’re
popular for tours. WeWork cost Soft-
I’m not sure how AI is going to
make money, but some of what you
can do with chatbots is remarkable.
If you aren’t experimenting with AI,
you’re making a mistake.
23
Bank billions, but the business just
emerged from bankruptcy. There
really are markets for legal weed and
fake burgers, but the impact hasn’t
been nearly as earth-shattering as
bulls hoped.
While many fantastic ideas
come from two guys in a garage,
the companies with the best chance of
leveraging innovation are those with
the deepest pockets, the keenest mar-
keting acumen, and the most custom-
ers. There’s a reason that the key
players in AI include Microsoft, Al-
phabet, Meta Platforms, Ama-
zon.com, and Nvidia. In the eternal
battle between David and Goliath, the
odds strongly favor the big fella.
There are advantages to being
new and nimble, but it’s even better
to be old and nimble. Some of the
most interesting bets on AI right now
are Corning, IBM, Oracle, and
Hewlett Packard Enterprise, which
together have been around for 415
years. That overnight success story
Nvidia was founded 31 years ago.
Remember this, from the physi-
cist Richard Feynman: “For a suc-
cessful technology, reality must take
precedence over public relations.”
I
’ve loved writing for Barron’s, and
the past five years have been the
sweetest—an unexpected second
boomerang back to my journalis-
tic roots. I will miss writing this col-
umn most of all.
Not every call I made here worked
out, but a lot of them did, and I hope I
at least gave you some things to think
about along the way. I am grateful to
all of you who came along on the
journey. B
 24
Q&A
A Paralympian’s
Best Picks for
High Yields
BY AMEY STONE
B
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
lake Haxton, a credit ana-
lyst at Brandywine Global
and a Paralympic athlete,
didn’t let losing his legs
and almost losing his life
derail his ambitions for a
career in finance and his
dreams of athletic glory.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
During his senior year of high
school, Haxton, a competitive rower
at the time, contracted a bacterial
infection that nearly killed him. Doc-
tors had to put him on a heart ma-
chine and perform more than 20 sur-
geries, including amputating his legs,
to save his life.
Now 33, Haxton is part of the four-
person team at the Franklin Re-
sources investment boutique that
manages the top-performing Brandy-
wine Global High Yield fund
(ticker: BGHAX)—and he is prepar-
ing to represent the U.S. in Paris in
canoeing. He spoke with Barron’s
about his picks in the high-yield bond
market, how overcoming challenges
informs his investing, and how he
was able to achieve his goals despite
suffering devastating physical loss.
Barron’s: We have a lot to discuss
about high-yield bonds and your
sport, but let’s start with your
personal story. You became dis-
abled at 18?
Blake Haxton: The brief version is
BARRON’S July 1, 2024 July 1, 2024
An Interview With Blake Haxton
Co-Manager, Brandywine Global High Yield
“I’ve done things that totally exceeded any expectations I had, whether or not I
ever became disabled.”
I always knew I wanted to study fi-
nance, so that was an easy decision.
It actually fits my skill set, and you
can do it from a wheelchair. I got an
internship at Diamond Hill Capital,
which was based here in Columbus,
Ohio. I eventually got hired as an
analyst right after I graduated from
law school. Brandywine acquired
Diamond Hill’s high-yield-focused
funds in 2021, and the portfolio team
came over with the funds. I joined
them about a year after that.
How does the team manage the
$2.3 billion Brandywine Global
High Yield? The fund has posted
average annual returns of 6% for
that in my senior year of high school, the past five years, putting it in
I contracted necrotizing fasciitis, the top 2% of all high-yield funds,
which is more commonly known as according to Morningstar.
the flesh-eating disease. The only way We have two portfolio managers, John
to treat it is to amputate whatever McClain and Bill Zox; an associate
tissue it got hold of. I contracted it in portfolio manager, Jack Parker; and
my right leg, and my left leg also had I’m the analyst. Brandywine Global
to be amputated due to a lack of blood High Yield is the biggest of our funds.
flow from being on a life-support ma- We also have Brandywine Global
chine. There are about six weeks that Corporate Credit, which has a
I can’t remember, and there was higher-quality tilt, and Brandywine
probably another month where I was Global Global High Yield, which has
in and out of consciousness. more of an international focus—and
two “globals” in the name.
How did you come back from We talk about every credit and we
that? You went to college and law try to avoid bureaucracy. We’re will-
school and started working, all on ing to be very nimble at times, and
schedule. have no qualms about being bigger in
In terms of milestones and college, I one industry or less in one that oth-
stayed on track. I got sick in March ers find attractive. We look for names
and started at Ohio State in Septem- we think are underappreciated, and
ber. To be honest with you, I’m not all four of us are really dyed-in-the-
sure I would do it that way again. wool value investors.
Physically, it probably took two years
to feel anything like normal. What is your view of the high-
I had to let go of things that were yield sector now? Is it tough to
in my plans. I was being recruited to find good values?
row in college. I had received an There’s no question that, compared
Army ROTC scholarship, so I was with historical levels, spreads are
going to go to college and then do relatively tight right now [meaning
four years in the Army. Everything yield premiums over Treasuries are
had to change very quickly, and em- smaller than usual], and we’re care-
bracing that really did me a service. fully managing risk. But high-yield
fundamentals, like default levels and
How did you get into finance and interest coverage, are at strong levels.
end up working at Brandywine? Supply has been limited and, with
yields around 8%, demand has been
Photograph by BROOKE LAVALLEY booming.
BARRON’S
Of course, high yield has to work
within an individual’s portfolio or
investment strategy and it might not
be a fit for everyone, but we think it’s
a great way to generate current in-
come. It has a higher-return profile
than core fixed income without as
much downside volatility as you see
in equities.
We think that there are still ineffi-
ciencies in the asset class. Maybe
they are credits in a smaller or out-
of-favor industry. Maybe it’s just a
small issue size that is priced ineffi-
ciently—that’s a place where we’re
very interested in being. We’re con-
stantly seeing credits that we don’t
want to participate in, and that ends
up informing our views of the ones
we do. We want to be selective about
where we take our risk.
Let’s talk about some opportuni-
ties you see.
Energy is a sector we’ve been very
involved with. A lot of those compa-
nies either got bought or were up-
graded. I’d say we now have a cau-
tiously constructive view of energy.
One area where we have more ex-
posure now than we had in the past
is in Canadian oil-and-gas compa-
nies. Usually we like small-cap ones
that issue dollar bonds. This is a sec-
tor that has really historically been
out of favor, partly because there is a
home-country bias by American
managers and analysts and also be-
cause there is a pricing differential
with oil produced in Canada. We got
interested a couple of years ago, see-
ing the fundamentals of the wells
they were drilling.
One credit that we’ve been in-
volved with is Greenfire Resources,
which has a 12% coupon on bonds
that mature in 2028. That’s only a
$300 million bond, which is very
small for our industry, and we were
able to take a meaningful chunk of
that position with terms that were
really favorable. For example, the
borrower pledged in the covenants to
use free cash flow used to pay down
debt. Those are the exact types of
issues where we want to be involved.
The home-builder sector is also in
your coverage area. What do you
see there?
There’s a tug of war in home-build-
ing. High interest rates hurt on the
demand side, while a lack of home
availability has hurt on the supply
side. Coming out of 2008 and 2009,
we were happy to be lending to these
businesses. That was such a painful
period for the industry that it led to a
lot of financial discipline, and we saw
management teams turn much more
conservative in their land positions
and balance sheets and take on much
less leverage.
One credit that we historically
were involved with is Dream Find-
ers Homes, which has an 8.25% cou-
pon bond maturing in 2028. That’s a
smaller issue where we like the man-
agement team and their ability to
manage the balance sheet. It has
worked out over time.
It sounds like right now you’re not
as positive on home builders.
It’s more of a pricing issue. We’re
looking for excess value and we think
those credits are more appropriately
priced now.
Let’s move to the metals and min-
ing area. What do you see there?
We’ve been bullish on copper for sev-
eral years. We’re hardly the only
ones. There’s a small Canadian cop-
per company we like called Taseko
Mines. It issued a bond with an
8.25% coupon that matures in 2030.
We’ve been pretty high-touch with
management over the years, so that’s
one we’ve been able to participate in
as the fundamentals have improved.
And, of course, the copper markets
cooperated.
When did the Paralympics be-
come part of your life?
I started training right around the
time of my first internship at Dia-
mond Hill—without any intention of
competing—and then ended up get-
ting fast enough to be able to try out
for the U.S. National Team. Making it
was a dream come true. I get to go to
25
Paris in two months, and I competed
in Japan and Brazil. I’m so grateful
that it has gone the way it’s gone.
How did you decide to focus on
canoeing?
In Tokyo, I competed in rowing and
canoe and won a silver medal in ca-
noeing. My disability fits better with
the rules in canoe, where you’re fac-
ing forward and you have one paddle
plus an outrigger for stability. Legs
aren’t as important a part of the
stroke as in rowing, where if you
have them you can use them, so I was
at a disadvantage.
You’re at a top-performing fund
and about to compete in the Para-
lympics. It seems to me like you’ve
been able to achieve some of your
high school dreams.
I think back to where my head was at
when I was laying in a hospital bed
for three months, and I never would
have believed any of this was going to
be possible. I’ve done things that to-
tally exceeded any expectations I had,
whether or not I ever became dis-
abled. A lot of people gave me
chances that I really didn’t deserve,
and that was amazing. That said, if I
could get my legs back right now, I
would. There’s no question about it.
Does your experience overcoming
challenges inform your investing?
I have made so many forecasts about
my own life that ended up being mas-
sively wrong and it gives me a lot of
humility, including in my process
around investing. I understand that
there are going to be things that hap-
pen that are deeply unpredictable,
both good and bad, and we’re just
going to have to cross that bridge
when we come to it.
In my own life, I’ve seen things go
from bad to worse, and I’ve seen
things in my own life improve more
than I ever thought they could. And
I’ve seen that in my investing career.
I’ll say one thing about our team,
we’re not afraid of an underdog.
Thanks, Blake. B
 26
MARKET WEEK
MARKET PERFORMANCE DASHBOARD
Dow Jones Industrials S&P 500
39,118.86
52-wk: +13.69% YTD: +3.79% Wkly: -0.08%
5460.48
52-wk: +22.70% YTD: +14.48% Wkly: -0.08%
Top-Heavy
More than 70% of S&P 500 stocks
closed in the green on Monday, but
the broader index slid due to one
major factor: Nvidia dropped 6.7%.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
Snapback
Momentum swung back to growth
stocks and Nvidia on Tuesday. The
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
Nasdaq Composite jumped 1.3%,
while the value-tilted Dow Jones
Industrial Average slid 0.8%.
Monday Tuesday Wednesday
Source: Barron’s Statistics
T
he stock market is
THE TRADER hitting a new high,
but most stocks are
struggling. Even
news that would
usually move them
isn’t doing the trick,
Growth Is a sign that equities won’t be an excit-
ing place to invest in a while.
BY JACOB
SONENSHINE
The New The S&P 500 index fell 0.1% for the
week, while the Dow Jones Industrial
Average dipped 0.1% and the Nasdaq
Worry. Composite advanced 0.2%. Yet the In-
vesco S&P 500 Equal Weight ex-
That’s Bad change-traded fund dropped 0.7%.
That ETF, unlike the market-value-
For Stocks. weighted index, holds the same
amount of each stock, so its move re-
flects that the true performance of the
average stock was poor.
BARRON’S July 1, 2024
June 24 through June 28, 2024
International Trader P. 31 Charting the Market P. 34
Striking Price P. 32 Winners & Losers P. 35
Inside Scoop P. 33 Research Reports P. 36
13D Filings P. 33 Statistics P. 37
Nasdaq Composite Nvidia
17,732.60
52-wk: +28.61% YTD: +18.13% Wkly: +0.24%
$123.54
52-wk: +192.06% YTD: +149.47% Wkly: -2.39%
6%
4
2
-2
Yen on Sale No Debate -4
The yen weakened to nearly 161 Stock indexes felll late on Friday,
versus the dollar on Wednesday, a following the release of as-expected
level last seen in 1986. Stock indexes inflation data for May. Overall prices -6
rose despite a 1.9% Nvidia drop. were flat during the month.
-8
Thursday Friday Close
The equal-weighted ETF has been index rose 2.6% year over year in May,
trying—and failing—to crack its re-
cord high of $169. Even a positive read
on the global economy from FedEx
down from April’s 2.7% reading. That
sent the two-year Treasury yield—a
barometer for expectations about the
couldn’t compel buyers to push the federal-funds rate—down to as low as
fund up to new highs. On Wednesday, 4.67% from 4.74% the previous week.
FedEx said revenue will grow in the That would seem to boost the case for
low- to mid-single-digit percentages
for fiscal year 2025, a clear signal that
rate cuts. Yet the S&P 500 gained just
0.1% Friday, as the market turns from
global demand for goods is growing.
Yet the equal-weighted S&P 500
dropped 0.4% that day.
focusing on interest rates to worrying
about economic growth.
“Investors have suddenly shifted
“It’s a poor little market that can’t
find its way,” writes Frank Gretz, mar-
their mind-set to looking at the eco-
nomic data and not just saying this is
ket technician at Wellington Shields.
“Healthy markets are about participa-
great that the Fed is going to cut rates,
but maybe that we’re going to head
tion, and this market is lacking there.”
Nor did the market respond to a
into recession,” says Seema Shah, se-
nior global investment strategist at
benign inflation report on Friday. The Principal Global Investors.
personal consumption expenditures That could conceivably keep inves-
 July 1, 2024 BARRON’S 27

tors in Big Tech, particularly the Magnificent
Seven. Those stocks had a good week, with
five of the seven rising. Nvidia, down 2.4%,
and Microsoft, down 0.6%, were the excep-
tions. These companies do well in good
times, but their stocks can outperform when
the economy slows, too, because their
growth doesn’t rest on the economy as much
as it does on bigger themes such as artificial
intelligence. Plus, lower rates make future
profits more valuable.
But even there, concerns abound. The
most glaring is valuation. The S&P 500 In-
formation Technology Sector trades at 33.5
times 12-month forward earnings after gain-
ing 43% from its October low, likely already
reflecting rising earnings and falling rates.
Add it all up, and investors could be set
up for a cruel summer.
6 Small-Caps That Could Rally
High-growth, small-market-capitalization
stocks have been shut out of the market
rally for long enough. Being choosy should
pay off, though.
The iShares Russell 2000 Growth
ETF is home to stocks with an average
market cap of $6 billion that are expected
to boost profits, in aggregate, faster than
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
hogged investor attention and money.
The good news is that the small-cap
growth fund has begun to show signs of life.
The ETF is up more than 1% from a multi-
month low set on June 14, outperforming the
Nasdaq Composite’s slight dip since then. It
trades at just under 33 times forward 12-
month earnings estimates, roughly half of its
2021 peak. The current multiple is also a
mere 16% above the Nasdaq’s 28.5 times,
versus an average premium of almost 50%
in the past five years, according to our calcu-
lations of FactSet data.
The key is discerning the most promising
small-cap growth stocks. After all, the group
as a whole may struggle for a bit since the
market doesn’t fully trust the narrative that
rates are about to aggressively fall.
Trivariate Research screened for the
small-cap growth companies that have re-
cently seen higher profit margins and free
cash flow versus their historical averages,
but have traded with lower betas—a mea-
Invest with the
1
sure of volatility—versus their histories. The
goal is to find stocks with less downside if
the entire market drops, but with strong
Best Online Bonds Broker
upside because of their fundamentals.
Stocks on the screen include Yelp, which
has a $2.4 billion market valuation, and the
Interactive Brokers’ Bond Marketplace offers over
one million global bonds, with no mark-ups or

the S&P 500, Nasdaq Composite, and even
the broad small-cap indexes. The ETF is
down 22% from its record high, hit in early
2021, while the Nasdaq has seen many new
highs since then.
The main problem is higher interest rates.
Many of these companies are unprofitable
and rely on raising money to fund growth.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
$1.8 billion Powell Industries, which
manufacturers custom-engineered prod-
ucts and systems for energy and utility spreads and low, transparent commissions.
companies. Another is the $3.7 billion Sim-
ply Good Foods, which makes shakes and
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The increased cost of financing from higher
rates lessens the appeal of future cash flows
from business expansion, and some compa-
nies are in financial distress.
Even with indications that the Federal
Reserve might cut rates soon, these stocks
haven’t gotten tons of traction yet. Rate
cuts aren’t a given, because inflation re-
mains above the Fed’s goal. Plus, Big Tech’s
artificial-intelligence dominance has
distributor of walling and ceiling systems
for interior construction.
There’s also Commvault Systems, a $5.3
billion provider of cybersecurity software
that helps businesses protect against threats
The best-informed investors choose Interactive Brokers
such as ransomware. The majority of its
expected $895 million 2024 revenue is sub-
scription-based, according to FactSet. It
competes with a crowded field of players,
including IBM and Dell Technologies, but

Vital Signs
Friday’s
Close
Week’s
Change
Week’s
% Chg.
Friday’s
Close
Week’s
Change
Week’s
% Chg.
ibkr.com/bestbonds
DJ Industrials 39118.86 -31.47 -0.08 Barron’s Future Focus 1093.11 -1.04 -0.10
DJ Transportation 15415.23 +301.90 +2.00 Barron’s Next 50 3237.58 +12.94 +0.40
DJ Utilities 906.67 -2.79 -0.31 Barron’s 400 1136.64 +6.62 +0.59
DJ 65 Stocks 12473.19 +50.81 +0.41 Last Week Week Earlier
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S&P MidCap 2930.09 -1.77 -0.06 New Lows 132 160
S&P SmallCap 1296.98 +14.61 +1.14 Av Daily Vol (mil) 4,328.3 4,403.3
Nasdaq 17732.60 +43.24 +0.24 Dollar (Finex spot index) 105.87 105.80 Member - NYSE, FINRA, SIPC – Supporting documentation for any claims and statistical information will be
Value Line (arith.) 10157.84 +27.02 +0.27 T-Bond (CBT nearby futures) 118-10 119-25 provided upon request. [1] Rated best online broker for bond brokers according to Benzinga - Best Online
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Gold (CMX nearby futures) 2327.70 2316.40 Barron’s is a registered trademark of Dow Jones & Co. Inc.
09-IB23-1651
 28 BARRON’S July 1, 2024

WHAT’S MOVING THE MARKET? Industry Action

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

FIND OUT
1 Day 5 Day 1 Month 3 Month 6 Month YTD 1 Year 5 Year

S&P 500 INDEX

Oil & Gas 2.44%
COMMUNICATION SERVICES
2.31
XLC
Telecommunications

WITH OUR
CONSUMER DISCRETIONARY
XLY
Technology 0.10
CONSUMER STAPLES
XLP
Financials 0.08
XLE ENERGY
Consumer Services 0.04

SECTOR
XLF FINANCIAL
–0.18 Health Care
XLV HEALTH CARE –0.23 Consumer Goods
XLI INDUSTRIALS –0.95 Utilities
–0.96 Basic Materials

TRACKER
XLB MATERIALS

XLRE REAL ESTATE –0.99 Industrials

XLK TECHNOLOGY
Source: S&P Dow Jones Indices
XLU UTILITIES

it has grown sales from less than $304 mil- the past five years. And when the stock
Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF lion in 2010. The company produced a 21% starts falling, it can easily drop all the way to
operating margin last year. its 50-day moving average, now at $104.62.
An investor should consider investment objectives, risks, charges and expenses carefully before Analysts expect sales to grow at a low- That suggests the stock could fall another
investing. To obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit double-digit percentage rate annually 19% before finding its footing. Shares “need
www.sectorspdrs.com. Read the prospectus carefully before investing. though at least 2026. Margins may not im- to get oversold,” writes John Roque, head of
All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification prove much because of stepped-up selling, technical strategy at 22V Research.
risks, which generally results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply. marketing, and research spending, but the Nvidia will find its footing—as long as its
TheS&P500isanindexof500commonstocksthatisgenerallyconsideredrepresentativeoftheU.S.stockmarket.Youcannotinvestdirectly company doesn’t need to borrow additional financials hold up. Analysts expect sales to
in an index.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

money. Revenue growth should spur annual
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust. bottom-line growth of 15% through 2026.
Big things could eventually come from
these small stocks.
How to Trade Nvidia Now
Nvidia stock has dropped—finally. But it
isn’t time to buy the dip just yet.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
hit about $115 billion this year, per FactSet,
and to grow at about 25% annually from the
end of 2024 through 2026, to $183 billion.
Artificial intelligence requires more chips,
and those chips carry higher prices and
higher gross profit margins. That should
help earnings grow 27% annually through
2026, ultimately reaching $4.13 a share.

If any stock appears unstoppable, it’s
Nvidia. Since bottoming in October 2022,
shares have gained 1,000%, making it the
second-best-performing stock currently in
the index. There have been potholes along
the way—seven drops of 10% or more since
then—but each time, shares have bounced
back to hit new highs.
The stock is in the midst of such a decline
right now. It dropped 17% from its split-ad-
justed intraday peak of $140 hit earlier this
month through Monday’s low of $116, and is
still down 12% after Tuesday’s rally. This
pullback, too, could turn into a buying op-
portunity—it’s just a question of when.
“Most people should be looking for a
way in, not a way out,” says Rich Ross,
head of technical analysis at Evercore ISI.
ALL-NEW NEWSLETTER There hasn’t been a catalyst for Nvidia’s
decline. The company hasn’t announced
Awe-inspiring homes any news, offered any guidance, or done
delivered to your inbox much of anything that would result in a
decline. Earnings estimates have either
Subscribe today at remained unchanged or been raised for
Mansionglobal.com/newsletters each of the next four quarters.
But the stock was overextended. At its
R ARCHITECTURE/UNSPLASH © 2023 DOW JONES & COMPANY, INC. ALL RIGHTS RESERVED. 2E6147 peak on June 18, it was 37% above its 50-day
moving average, near its highest level over
That might even be too low. The com-
pany keeps beating forecasts, and Mizuho
Securities trading desk analyst Jordan
Klein says the buy side is modeling earn-
ings that are 10% to 20% above analyst
projections. If that’s the case, earnings per
share could potentially hit $4.95 in 2026.
Even at a price/earnings ratio of 35
times—seven points below its current 42
times—those earnings would put the stock
at $170 by the end of next year, for a 38%
gain. And as long as the market is confident
that Nvidia can sustain its growth for sev-
eral years, it will trade that expensively,
Klein notes.
Earnings could provide the next catalyst
for the stock. Nvidia is expected to release its
second-quarter numbers in late August, and
if they show that the profit outlook remains
as robust as the market envisions, it’s realis-
tic to assume buyers will bid the stock up.
Jay Woods, chief global strategist at Freedom
Capital Markets, says reaching $170 isn’t out
of the question based on the size of recent
trading ranges when the stock bounces
around between low and high levels.
Just remember to let it sell off a bit more
first. B
 July 1, 2024
INTERNATIONAL TRADER
Markets Sputter but
Lula’s Brazil Has Legs
BY CRAIG MELLOW
L
ula’s markets honeymoon is over.
But the marriage isn’t annulled
yet. Investors are still buying
marked-down Brazilian assets,
cautiously.
Brazil rocked through 2023 as Luiz Iná-
cio Lula da Silva, starting a third term as
the Latin American giant’s president, tilted
more pragmatic than left-wing. This year,
not so much.
The iShares MSCI Brazil exchange-
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
traded fund has shed 15% since early May.
The yield on 10-year local-currency bonds
has jumped almost two percentage points
year to date to more than 12%.
Blame, in part, the global economic
weather made in Washington. Investors
were counting on Brazil cutting interest
rates to single digits this year as the Fed-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
eral Reserve began to loosen. Instead, the
Fed is on hold, and Brazil’s central bank is
sticking with 10.5%.
Lula, as the 78-year-old leader is
known, has undermined confidence too,
though. “It’s almost all domestic factors at
play,” says Arif Joshi, co-head of emerging
market debt at Lazard Asset Management.
“The selloff is completely warranted.”
Projections for Brazil’s primary budget
deficit (not including interest costs) have
crept up from 0.5% to 0.8% of gross do-
mestic product, Joshi says. The govern-
ment wants to move the target date for a
primary surplus from next year to 2026.
Those might seem like small details
compared with budget-busting pre-elec-
tion spending in, say, India or Mexico. But
debt service already eats up nearly 30% of
Brazil’s state revenue, compared with 15%
for Mexico, says Thierry Larose, portfolio
manager for emerging markets local debt
at Vontobel Asset Management.
Lula is also bullying the central bank,
labeling respected Gov. Roberto Campos
Neto a “political and ideological adversary”
after the latest refusal to cut rates further.
That’s worrying because Campos Neto’s
BARRON’S 29
term ends this year, and Lula appointees
will control monetary policy going into
2025.
Nonetheless, Joshi and Larose aren’t ex-
actly fleeing Brazil. Lazard has shifted from
overweight to “a more neutral position” on
Brazilian debt, Joshi says. Vontobel is adding
back after selling off earlier this year.
Investing
Brazil’s economic present looks pretty
robust. Growth is holding steady at around
2% a year. Unemployment is a relatively
in Education
Celebrates
low 8%. Campos Neto’s central bank holds
a hefty $350 billion in currency reserves.
And 10.5% interest over 4%-ish annual
inflation still offers a near-world-beating
Pride
real interest rate. “I’m hard-pressed to see
a further selloff, so you’re getting paid
nicely to wait,” Joshi says.
The outlook is tougher for stocks, as
global investors have soured on the Brazil
story, and domestic investors stick with
rich fixed-income returns, says Daniel The future of a more diverse generation of the financial
Gewehr, head of Latin American equity
strategy at Itau BBA. industry includes members of the LGBTQ+ community
Still, the drop in prices is creating some
and its allies. It is important to our program that everyone
deep value plays, he says. Brazilian equi-
ties are trading at an average 7.5 times has a seat at the table and that all students and faculty
earnings, a quarter less than their histori-
cal average.
feel comfortable and safe being themselves at school
Gewehr’s top picks include utility and work.
Equatorial Energia and port operator
Santos Brasil Participacoes, infrastruc-
ture powers with long-term financing and To help us diversify the future generation of
reliable revenue streams. He also likes
shopping mall giant Multiplan Empreen- business leaders and sponsor a school in our
dimentos Imobiliarios and Direcional program, contact: BarronsEDU@barrons.com
Engenharia, a low-cost home builder
poised to benefit from Lula’s programs to
house the poor.
Brazil watchers will be on alert in late
July, when the government publishes a
review of public sector spending. Northern
Hemisphere autumn brings new budget
talks, municipal elections, and Lula’s nom-
ination of a new central bank boss.
“Lula has a track record of shifting
pragmatically before things get out of con-
trol,” Larose comments.
If he doesn’t, things could get ugly. B © 2024 Dow Jones & Company, Inc. All rights reserved. 2EIIE6207
 30 BARRON’S July 1, 2024

T H E ST RIKING PRIC E
Cash idling in high-yield money-market accounts
can finance the sale of cash-secured puts during
stock swoons triggered by election-related fears.

How to Profit When Equity Options

Others Panic Over Politics

CBOE Volatility Index The Equity-Only Put-Call Ratio
VIX Close VIX Futures Put-Call Ratio S&P 500 Index
23 194

174
20
154

134
BY STEVEN M. SEARS give holders the right to sell an asset at a 17
set price within a specific period.) The

P
114
oliticians come and go. The finan- strategy—which entails selling puts with
94
cial markets rule forever. strike prices some 5% or so below the un- 14
When politics and markets derlying stock price, and that expire in a 74
threaten to collide, as they did this month—allows investors to be paid by the 11 54
past week at the first presidential candi- options market for agreeing to buy more of A S O N D J F M A M J J A S O N D J F M A M J
date debate, investors should prepare to favored stocks at lower prices. Daily Values Source: CBOE Source: McMillan Analysis Corp.
turn campaign cacophony into returns. Use this approach to buy blue-chip
President Joe Biden weakly asserted stocks that ideally pay dividends and that
that his opponent threatens democracy can be held for a minimum of three to five SPX Skew NDX Skew
and the world order, including the global years or longer. Implied volatility % Implied volatility %
economic system. Donald Trump, who lost If our election, and those in Europe, 12% 10%
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

to Biden in 2020, questioned Biden’s men- make the world even crazier, investors
tal fitness and contended that his economic will likely stampede into flight-to-safety 11 9

and immigration policies have harmed
America. They both tried to blame each
other for inflation, rather than offering any
real insights or solutions.
All of the noise likely won’t matter
much to the stock and options markets
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
trades. Blue-chip stocks with dependable 10 8
business models, and that have compel-
ling investment themes like artificial intel- 9 7
ligence, will likely prevail.
8 6
The “Fed put” remains a subject of con-
tinued debate. If the Federal Reserve low- 7 5

this far in advance of the November elec- ers rates this year, stocks should rally, at
tion. Options volatility is currently low, least initially. The rate cut’s timing is im- 6 4
and stock indexes are as high as America’s material if investors believe it will occur. If J A S O N D J F M A M J J A S O N D J F M A M J
political environment is unstable. Those the Fed doesn’t cut rates, the impact will Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy

are key facts to consider. The presidential likely be muted if economic data keep sug- 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.
election itself may alter that, or not. gesting inflation is easing, which will be
Look past political talk, which will interpreted to mean a data-dependent Fed
change in response to polling data, and is acting cautiously. Week’s Most Active
focus on financial facts made truer by time. Political news, and financial interpre- Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio

The world needs quality blue-chip stocks, tations of how that impacts the markets, Alimera Sciences ALIM 3709 1416 2293 12 100 309.1
RXO RXO 5627 808 4819 84 6 67.0
some of which are just as influential—and will be transmitted to investors in ways Chipotle Mexican Grill CMG 347281 215485 131796 13840 82 25.1
often more so—than politicians. that suggest immediate action is war- Savara SVRA 15887 5663 10224 848 49 18.7
If you need a lodestar to follow during ranted. Be wary. Amplify Energy AMPY 11648 11597 51 716 1 16.3
Levi Strauss LEVI 78365 46665 31700 4944 2 15.9
the election, let it be companies with high The information is typically already re- Hawaiian HA 27448 18659 8789 2428 85 11.3
free-cash flow and reliable dividends. If flected in prices. Futures on the Cboe Vola- Verona Pharma VRNA 32556 21943 10613 3516 53 9.3
you need help finding those companies, tility Index, or VIX, for instance, have long Cryoport CYRX 4606 4256 350 524 62 8.8
Eos Energy Enterprises EOSE 100336 90296 10040 11624 66 8.6
look at the top holdings of relevant ex- telegraphed expectations that the presiden-
Fedex FDX 448779 250850 197929 56256 8 8.0
change-traded funds, including ProShares tial election season could slam equities, and Elanco Animal Health ELAN 51170 45454 5716 6964 58 7.3
S&P 500 Dividend Aristocrats (ticker: there is a so-called kink higher in the VIX Matson MATX 5190 1960 3230 712 19 7.3

NOBL) and FCF US Quality (TTAC). futures curve around the election. Lightbridge LTBR 2743 2465 278 388 100 7.1
Xerox Holdings XRX 26956 1943 25013 4132 18 6.5
The world is awash in money that always The elevated VIX volatility suggests TD SYNNEX SNX 10939 6879 4060 1796 4 6.1
needs a home. It’s that simple. Rather than dealers have increased prices in anticipa- Alnylam Pharmaceuticals ALNY 39447 21162 18285 6672 0 5.9
shouting at the TV, or panicking if Biden or tion investors will panic and buy portfolio Worthington Enterprises WOR 3680 1124 2556 636 17 5.8
NY Community Bancorp NYCB 129940 18583 111357 23192 89 5.6
Trump roil the markets, monetize the fear. hedges, or sell stocks because they fear
Target Hospitality TH 27825 26791 1034 5448 30 5.1
Add to long stock positions on weakness. Biden or Trump will damage the markets.
Cash idling in high-yield money-market Let them panic. Use instability to your 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
funds can finance the sale of cash-secured advantage. That’s a good slogan for inves- 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
put options during stock swoons. (Puts tors during the presidential campaign. B
 July 1, 2024
I N S I DE SC OOP
Nvidia CEO Jensen Huang
Sold $123 Million of Stock
BY ED LIN
N
vidia stock has rocketed
156% so far in 2024, and
founder, president, and
CEO Jensen Huang has
been selling stock through
a trading plan. He’s the top
seller among chip CEOs
who have seen shares soar past the
S&P 500. Micron Technology and
Qualcomm have also seen their top
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
executives selling shares into strength.
In the past week, Nvidia became
the world’s most valuable public com-
pany, and Huang disclosed that he
sold 960,000 Nvidia shares from June
13 through 25 for a total of $123.2 mil-
lion, an average price of $128.36 each.
He sold the shares through a so-called
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
rule 10b5-1 trading plan adopted on
March 14 and now owns 80.7 million
Nvidia shares in a personal account,
according to a form he filed with the
Securities and Exchange Commission.
Huang owns another 605 million
Nvidia shares through a trust, 49 mil-
lion shares through a partnership, and
132 million shares through trusts.
Huang had contemplated selling
up to 600,000 Nvidia shares when
he filed his plan, but that was before
the company’s 10-for-1 stock split
that was effective after the market
closed June 7. On a post-split basis,
the selling plan covers six million
shares, so Huang has another
5,040,000 shares to go, and his plan
runs through March 2025. Executives
such as Huang use planned transac-
tions to remove the appearance of
bias from knowledge of nonpublic
information. The plans automatically
execute transactions when preset
conditions are met, such as price and
volume.
Huang’s stock sales last year, which
all took place in September, totaled
237,500 Nvidia presplit shares for $110
million, an average price of $463.95
each. Those were also planned trans-
actions, ones that involved acquiring
stock through the use of options.
Nvidia didn’t make Huang avail-
able for comment on his stock sales,
and the company also declined to
comment.
Micron Technology’s president and
CEO, Sanjay Mehrotra, has sold
457,280 shares for $52 million, an
average price of $113.65 each. The
planned sales spanned from January
through June, and involved acquiring
stock through options. Micron stock
has surged 64% year to date, and the
average selling price of Mehrotra’s
stock has risen with the share price
from about $82 in early January to
about $152 in mid-June.
He has already sold more stock
than last year. In 2023, Mehrotra sold
342,000 Micron shares for $25.5 mil-
lion, an average price of $74.57 each.
Those planned sales also included
acquiring stock through options.
Micron didn’t make Mehrotra avail-
able for comment on his stock sales,
saying in an email, “We are currently
in a quiet period.”
Qualcomm stock has gained 47%
so far in 2024, and President and CEO
Cristiano Amon has sold 40,500
shares for $6.9 million in planned
transactions from January through
May, an average price of $169.92 each.
Amon, who has been CEO since
June 2021, hadn’t sold stock for years
until 2024. Previous to this year, his
most recent stock sale was in Decem-
ber 2021, when he sold 5,400 shares
through a planned transaction for
$1.02 million, an average price of
$189.50 each.
Qualcomm didn’t respond to a re-
quest to make Amon available for
comment. B
BARRON’S
Activist Holdings
Bitfarms Technologies
Riot Platforms increased its stake
in the bitcoin-mining company to
61,331,631 shares. Riot Platforms
purchased 3,704,595 Bitfarms
Technologies shares over June 17
and 18 at prices ranging from $2.82
to $3.23 each. Following the pur-
chases, Riot continues to own
14.9% of Bitfarms’ outstanding
stock. Bitfarms previously rejected
a buyout offer from Riot in late May
because it “significantly” underval-
ued the company. Riot issued a
letter to Bitfarms’ board on June 24,
requesting a special meeting of
shareholders for the purpose of
electing new independent board
members. Riot noted in the latest
filing that it has withdrawn its
prior proposal, and stands ready to
renegotiate a potential business
combination with Bitfarms’ recon-
stituted board.
Increases in
Nvidia stock has
been on a tear in
2024, boosted by
investor enthusi-
Holdings
asm for artificial Vestis
intelligence. CEO Corvex Management increased its
Jensen Huang sold stake in the uniform and work-
stock through a place-supplies company to
trading plan. 17,007,877 shares. Corvex did so
through the purchase of 416,044
Vestis shares from May 20 through
May 24 at prices ranging from
$12.02 to $12.59 each. On June 18,
Vestis’ board appointed Corvex
founder Keith Meister as a director,
and Corvex agreed not to acquire
more than 15% of Vestis’ outstand-
ing shares. Following the latest
purchases, Corvex now owns 12.9%
of Vestis Corp’s outstanding stock.
Disc Medicine
AI DMI increased its stake in the
clinical-stage biopharmaceutical
company to 3,762,507 shares. AI
DMI purchased 416,667 Disc Medi-
31
cine shares on June 17 at a price of
$36 per share pursuant to a regis-
tered offering. Following the pur-
chase, AI DMI now owns some
12.6% of Disc Medicine’s outstand-
ing stock.
Citi Trends
Fund 1 Investments increased its
stake in the apparel retailer to
2,383,486 shares. Fund 1 purchased
149,205 Citi Trends shares from
June 12 through June 20 at prices
ranging from $21.53 to $22.43 each.
Following the purchases, Fund 1
now owns 27.7% of Citi Trends’
outstanding stock. Shares of Citi
Trends have lost roughly 23.8%
during the year.
Decreases in
Holdings
Agilysys
MAK Capital lowered its stake in
the enterprise-technology company
to 1,708,066 shares. MAK Capital
did so through the sale of 346,557
Agilysys shares from June 5
through June 20 at prices ranging
from $90.71 to $95.44 each. On Jan.
25, MAK Capital entered into a
10b5-1 trading plan with BTIG to
sell up to 867,728 shares through
November 2024, and selling
through that plan began in late-
May. The plan follows the comple-
tion of a similar one for the same
number of shares that was fulfilled
on Jan. 19. Following the latest
sales, MAK Capital holds 6.2% of
Agilysys’ outstanding stock. Shares
of Agilysys have gained about 22%
in the year to date.
These disclosures are from 13Ds filed with
the Securities and Exchange Commission.
13Ds are filed within 10 days of an entity’s
attaining more than 5% in any class of a
company’s securities. Subsequent changes in
holdings or intentions must be reported in
amended filings. This material is from June
20 through June 26, 2024. Source: Verity-
Data (verityplatform.com)
 32 BARRON’S July 1, 2024

CHARTING THE MARKET

A graphic look at selected stock activity
for the week ended June 28, 2024
Edited by Bill Alpert

Nike Rivian Automotive Infinera First Solar

NKE (NYSE) • $75.37 • -21.81 RIVN (NASD) • $13.42 • 3.10 INFN (NASD) • $6.09 • 0.93 FSLR (NASD) • $225.46 • -33.41
Extending a losing streak, the sporting goods Volkswagen is investing $1 billion in the electric Nokia will acquire the optical network gear vendor After Biden stumbled in Thursday’s debate, traders
maker missed on its May quarter sales and cut vehicle firm, and plans to add $4 billion later. Their for $2.3 billion, or $6.65 a share. Combined, they’ll sold shares of the solar company—a campaign
guidance. International and online sales are weak. joint-venture will team on software and EV design. challenge Ciena, as well as China’s Huawei. donor that’s benefited from his solar programs.

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

124 31 7 308
114 26 6 272
104 21 5 236
94 16 4 200
84 11 3 164
74 6 2 128

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

184 580 60 34
92 290 30 17
0 0 0 0
J J A S O N D J F M A M J J J A S O N D J F M A M J J J A S O N D J F M A M J J J A S O N D J F M A M J

Walgreens Boots Alliance FedEx Whirlpool International Paper

WBA (NASD) • $12.10 • -3.88 FDX (NYSE) • $299.84 • 46.18 WHR (NYSE) • $102.20 • 11.77 IP (NYSE) • $43.15 • -2.93
The chain blamed changing pharmacy industry Beating forecasts with May quarter profit of $5.41 German engineering firm Bosch is considering a The Brazilian pulp manufacturer Suzano called off
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

trends for a May quarter miss. It reduced earnings a share, the shipping firm expects to earn up to bid for the appliance maker, reported Reuters. talks to acquire the paper maker. Meanwhile, Inter-
guidance and may close thousands of locations. $22 a share in the next fiscal year. Bosch is talking to bankers, said the report. national Paper got U.K. approval to buy DS Smith.

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

36 304 162 49
31 282 146 45
26 260 130 41
21 238 114 37
16 216 98 33
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

11 194 82 29

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

224 38 20 66
112 19 10 33
0 0 0 0
J J A S O N D J F M A M J J J A S O N D J F M A M J J J A S O N D J F M A M J J J A S O N D J F M A M J

Micron Technology Carnival ResMed Kura Sushi USA

MU (NASD) • $131.53 • -8.01 CCL (NYSE) • $18.72 • 2.65 RMD (NYSE) • $191.42 • -14.41 KRUS (NASD) • $63.09 • -24.94
May profit of 62 cents a share beat forecasts by a Bookings for 2025 sailings are already surpassing Shares of the sleep-apnea device firm sank, after Eli The chain of sushi restaurants warned that its May
third. But AI-stoked hopes for the chip firm had been 2024, said the cruise line as it reported a surprise Lilly said half those enrolled in a trial of its weight- quarter sales fell short of forecasts. It blamed
higher, as it scales up high-bandwidth memories. May profit. It sees 2024 earnings of $1.18 a share. loss drug Zepbound resolved their sleep apnea. unexpected softness in the California market.

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

158 20 231 124
138 18 211 109
118 16 191 94
98 14 171 79
78 12 151 64
58 10 131 49

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

226 400 12 2
113 200 6 1
0 0 0 0
J J A S O N D J F M A M J J J A S O N D J F M A M J J J A S O N D J F M A M J J J A S O N D J F M A M J

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.
 July 1, 2024 BARRON’S 33

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
Skillsoft(SKIL) 1110 13.83 +3.51 +34.0 TristarAcqnI(TRIS) 586 1334.3 11.15 +0.05 SkyHarbour(SKYH) 1790 773.2 9.25 –0.17 LeadRealEstate(LRE) 5350 10938.9 2.21 –6.49
RXO(RXO) 11930 26.15 +5.94 +29.4 LifezoneMetals(LZM) 4553 1037.5 7.68 –0.37 51TalkOnlineEd(COE) 216 757.8 13.07 +3.53 PeoplesBncpNC(PEBK) 877 1780.2 29.20 +0.61
Li-Cycle(LICY) 6860 6.53 +1.40 +27.3 TootsieRoll(TR) 3565 828.3 30.57 +2.44 EvansBancorp(EVBN) 980 712.4 28.11 +0.61 Investar(ISTR) 1482 1027.5 15.40 +0.77
Grindr(GRND) 11336 12.24 +2.61 +27.1 DiversifiedEnergy(DEC) 8346 737.1 13.49 +0.02 Southland(SLND) 978 539.6 4.58 –0.44 TwinDisc(TWIN) 1920 996.9 11.78 +0.41
Bakkt(BKKT) 1917 18.92 +3.92 +26.1 GlblBusTravel(GBTG) 15914 664.2 6.60 0.00 PerspectiveTherap(CATX) 13064 291.4 9.97 –0.12 CriticalMetals(CRML) 1401 921.4 11.27 –0.23
PSQ(PSQH) 628 3.77 +0.77 +25.7 Hagerty(HGTY) 2608 657.6 10.40 –0.02 inTEST(INTT) 2113 268.4 9.88 +0.32 CaliforniaBncp(CALB) 1154 918.6 21.50 +0.74
VirnetX(VHC) 180 6.80 +1.30 +23.6 BurfordCapital(BUR) 37411 601.4 13.05 –0.11 EVI Industries(EVI) 166 182.3 18.92 +0.75 HennessyCapVI(HCVI) 352 856.8 10.55 +0.01
Redwire(RDW) 6072 7.17 +1.34 +23.0 HamiltonBeach(HBB) 1587 557.4 17.19 +0.13 BarHarborBkshs(BHB) 406 125.8 26.88 +2.34 GRAIL(GRAL) 25287 776.6 15.37 –1.85
DieboldNixdorf(DBD) 5482 537.5 38.48 +0.18 GencorInds(GENC) 341 125.6 19.34 +0.90 SecurityNatFin(SNFCA) 1971 774.5 7.99 +0.57
Losers CoreCard(CCRD) 1271 535.2 14.59 +0.31 AultDisruptive(ADRT) 189 106.0 16.00 –0.58 ArtesianRscs A(ARTNA) 2163 746.9 35.16 +0.10
Name (Sym) Volume Close Change %Chg.
MetalsAcqn(MTAL) 8576 517.4 13.69 +0.73 TompkinsFin(TMP) 504 89.3 48.90 +5.06 CodorusValleyBncp(CVLY) 1310 740.9 24.04 +2.10
AllurionTech(ALUR) 5855 1.00 –1.28 –56.2 ReposiTrak(TRAK) 2131 511.4 15.29 +0.34 FriedmanInds(FRD) 148 79.7 15.10 –0.92 PennsWoodsBncp(PWOD) 1119 710.9 20.55 +0.64
KukeMusic(KUKE) 665 1.34 –0.67 –33.3 RyanSpecialty(RYAN) 23476 500.2 57.91 –1.69 CatchaInvtA(CHAA) 103 75.3 5.75 –4.06 FirstFinNW(FFNW) 1093 688.9 21.13 +0.26
CheetahMobile(CMCM) 450 3.98 –1.33 –25.0 BrookfieldBus(BBUC) 1184 468.1 20.42 +1.03 ParkNational(PRK) 370 72.8 142.34 +6.69 FosterLB(FSTR) 2001 687.0 21.52 –0.32
Centuri(CTRI) 8471 19.48 –6.10 –23.8 SableOffshoreA(SOC) 8954 455.3 15.07 +0.63 CompX Intl(CIX) 136 72.4 24.67 +2.16 PeoplesFinSvcs(PFIS) 455 677.8 45.54 +5.96
Nike(NKE) 183574 75.37 –21.81 –22.4 ClearwaterAnalytic(CWAN) 32603 452.9 18.52 –0.48 InfuSystems(INFU) 442 68.4 6.83 +0.26 AlnylamPharm(ALNY) 22415 672.3 243.00 +77.30
Owens&Minor(OMI) 8279 13.50 –3.47 –20.4 EmeraldHldg(EEX) 3088 451.0 5.69 –0.82 SerinaTherap(SER) 109 65.7 9.58 +1.34 TScanTherap(TCRX) 8592 672.1 5.85 –0.65
ElancoAnimal(ELAN) 62661 14.43 –3.62 –20.1 VicariousSurgical(RBOT) 526 446.1 5.87 –1.09 EvolutionPetrol(EPM) 2207 58.4 5.27 +0.01 Accolade(ACCD) 23912 630.7 3.58 –2.56
MediaAlpha(MAX) 11294 13.17 –3.04 –18.8 Grindr(GRND) 11336 442.6 12.24 +2.61 ContangoOre(CTGO) 483 57.0 18.07 +1.28 Flexsteel(FLXS) 863 606.4 31.06 –0.93
SonidaSrLiving(SNDA) 642 421.7 27.50 +0.82 LogisticProp(LPA) 677 55.3 10.50 –5.50 SuperiorGroup(SGC) 2826 600.0 18.91 –0.04

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. GinkgoBioworks(DNA) 806748 0.33 –0.09 –21.2 OceanPwrTech(OPTT) 551542 0.20 +0.07 +50.6 NVIDIA(NVDA) 1829368 123.54 –3.03 –2.4
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

LairdSuperfood(LSF) 1541 5.62 +1.71 +43.7 NuHoldings(NU) 294609 12.89 +0.64 +5.2 Tellurian(TELL) 235968 0.69 +0.07 +10.5 Rivian(RIVN) 581622 13.42 +3.10 +30.0
WidePoint(WYY) 2506 4.19 +1.16 +38.3 Carnival(CCL) 270988 18.72 +2.65 +16.5 DenisonMines(DNN) 73530 1.99 –0.03 –1.5 Tesla(TSLA) 389113 197.88 +14.87 +8.1
51TalkOnlineEd(COE) 216 13.07 +3.53 +37.0 FordMotor(F) 253126 12.54 +0.70 +5.9 Ur-Energy(URG) 56330 1.40 –0.01 –0.7 Apple(AAPL) 334327 210.62 +3.13 +1.5
BiteAcqn(BITE) 27 12.50 +3.20 +34.4 Transocean(RIG) 200530 5.35 +0.20 +3.9 CamberEnergy(CEI) 47162 0.12 +0.00 +2.4 Amazon.com(AMZN) 312801 193.25 +4.17 +2.2
RydeGroup(RYDE) 985 6.10 +1.29 +26.8 NIO(NIO) 190007 4.16 –0.14 –3.3 B2Gold(BTG) 46615 2.70 +0.05 +1.9 SiriusXM(SIRI) 275158 2.83 –0.10 –3.4
MegaMatrix(MPU) 930 2.48 +0.38 +18.1 AT&T(T) 186601 19.11 +0.71 +3.9 UraniumEner(UEC) 44268 6.01 –0.11 –1.8 MicronTech(MU) 225940 131.53 –8.01 –5.7
AltaGlobal(MMA) 47 3.10 +0.46 +17.4 BankofAmerica(BAC) 186405 39.77 +0.28 +0.7 Cybin(CYBN) 36584 0.27 +0.01 +2.7 WalgreensBoots(WBA) 223779 12.10 –3.88 –24.3
SerinaTherap(SER) 109 9.58 +1.34 +16.3 Nike(NKE) 183574 75.37 –21.81 –22.4 i-80Gold(IAUX) 32255 1.08 0.00 0.0 AdvMicroDevices(AMD) 213754 162.21 +0.98 +0.6
NY CmntyBcp(NYCB) 180661 3.22 +0.16 +5.2 NewGold(NGD) 22948 1.95 +0.01 +0.5 FuelCell(FCEL) 212688 0.64 –0.04 –5.2
Losers PalantirTech(PLTR) 166968 25.33 +1.49 +6.3 Zomedica(ZOM) 20568 0.15 +0.00 +0.2 Intel(INTC) 171775 30.97 –0.12 –0.4
Name (Sym) Volume Close Change %Chg.
Chewy(CHWY) 157136 27.24 +1.77 +6.9 EnergyFuels(UUUU) 19973 6.06 –0.01 –0.2 GlycoMimetics(GLYC) 164549 0.28 +0.02 +9.4
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

CatchaInvtA(CHAA) 103 5.75 –4.06 –41.4 Pfizer(PFE) 153185 27.98 +0.24 +0.9 Globalstar(GSAT) 17311 1.12 +0.08 +7.7 AmerAirlines(AAL) 145848 11.33 +0.13 +1.2
LogisticProp(LPA) 677 10.50 –5.50 –34.4 Kenvue(KVUE) 127521 18.18 –0.35 –1.9 GeniusGroup(GNS) 16933 0.28 +0.02 +7.7 SoFiTech(SOFI) 118995 6.61 +0.29 +4.6
CleanCore(ZONE) 178 2.30 –0.59 –20.4 PermianRscs(PR) 125418 16.15 +0.74 +4.8 NovaGoldRscs(NG) 16522 3.46 +0.11 +3.3 Comcast A(CMCSA) 114917 39.16 +0.68 +1.8
Silynxcom(SYNX) 32 2.86 –0.55 –16.1 Ambev(ABEV) 123779 2.05 –0.03 –1.4 KulrTech(KULR) 16249 0.40 +0.04 +9.9 AuroraInnov(AUR) 111279 2.77 +0.44 +18.9
Cryo-Cell(CCEL) 14 7.61 –1.43 –15.8 GameStop(GME) 122562 24.69 +0.76 +3.2 LoopMedia(LPTV) 15733 0.10 –0.05 –33.5 WarnerBrosA(WBD) 110212 7.44 +0.26 +3.6
Barnwell(BRN) 27 2.35 –0.24 –9.3 Chipotle(CMG) 120889 62.65 –1.56 –2.4 AsensusSurg(ASXC) 13107 0.33 +0.00 +1.2 Alphabet A(GOOGL) 109315 182.15 +2.52 +1.4
AXILBrands(AXIL) 52 7.61 –0.75 –9.0 WellsFargo(WFC) 118952 59.39 +1.29 +2.2 PerspectiveTherap(CATX) 13064 9.97 –0.12 –1.2 Lucid(LCID) 105696 2.61 +0.12 +4.8
Southland(SLND) 978 4.58 –0.44 –8.8 ArcadiumLithium(ALTM) 117898 3.36 +0.11 +3.4 TrioPetroleum(TPET) 12756 0.30 +0.00 +0.9 HuntingtonBcshs(HBAN) 104630 13.18 +0.55 +4.4

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 UraniumEner(UEC) 260887 6.01 –0.11 –1.8 NVIDIA(NVDA) 222460233 123.54 –3.03 –2.4
Visa(V) 21508517 262.47 –12.75 –4.6
Name (Sym) Volume Close Change %Chg.
UnitedHealth(UNH) 17996792 509.26 +26.67 +5.5 Tellurian(TELL) 171506 0.69 +0.07 +10.5 Tesla(TSLA) 74748017 197.88 +14.87 +8.1
Regis(RGS) 47642 23.00 +18.04 +363.7 ImperialOil(IMO) 150781 68.25 +2.36 +3.6 Apple(AAPL) 70123835 210.62 +3.13 +1.5
Nike(NKE) 14339788 75.37 –21.81 –22.4
AlimeraSciences(ALIM) 13276 5.56 +2.41 +76.5 DenisonMines(DNN) 149538 1.99 –0.03 –1.5 Amazon.com(AMZN) 59510318 193.25 +4.17 +2.2
EliLilly(LLY) 11804685 905.38 +21.50 +2.4
AlnylamPharm(ALNY) 22415 243.00 +77.30 +46.7 PerspectiveTherap(CATX) 128134 9.97 –0.12 –1.2 Microsoft(MSFT) 41199884 446.95 –2.83 –0.6
Merck(MRK) 11616898 123.80 –6.92 –5.3
DenaliCapAcqnA(DECA) 259 11.19 +3.03 +37.1 B2Gold(BTG) 120785 2.70 +0.05 +1.9 Broadcom(AVGO) 40824400 1605.53 –53.10 –3.2
TaiwanSemi(TSM) 11344095 173.81 –0.15 –0.1
EaglePharm(EGRX) 2884 5.60 +1.46 +35.3 EnergyFuels(UUUU) 118278 6.06 –0.01 –0.2 SuperMicroComp(SMCI) 34144878 819.35 –85.91 –9.5
Salesforce(CRM) 10614590 257.10 +12.04 +4.9
ScrippsEW(SSP) 8115 3.14 +0.76 +31.9 OceanPwrTech(OPTT) 109579 0.20 +0.07 +50.6 AdvMicroDevices(AMD) 34090674 162.21 +0.98 +0.6
ExxonMobil(XOM) 9949518 115.12 +4.36 +3.9
Daktronics(DAKT) 7775 13.95 +3.24 +30.3 CentrusEnergy(LEU) 78758 42.75 –1.00 –2.3 MetaPlatforms(META) 30554450 504.22 +9.44 +1.9
JPMorganChase(JPM) 9441772 202.26 +5.96 +3.0
Rivian(RIVN) 581622 13.42 +3.10 +30.0 Ur-Energy(URG) 78435 1.40 –0.01 –0.7 MicronTech(MU) 29866291 131.53 –8.01 –5.7
Accenture(ACN) 9155085 303.41 –5.57 –1.8
Losers DellTechC(DELL) 8865551 137.91 –7.15 –4.9 Seaboard(SEB) 57717 3160.74 +70.74 +2.3 Alphabet A(GOOGL) 19845141 182.15 +2.52 +1.4
Name (Sym) Volume Close Change %Chg. BerkHathwy B(BRK.B) 8862070 406.80 –2.82 –0.7 NovaGoldRscs(NG) 57658 3.46 +0.11 +3.3 Alphabet C(GOOG) 15879981 183.42 +3.16 +1.8
Oracle(ORCL) 7912149 141.20 –0.30 –0.2 ParkNational(PRK) 51603 142.34 +6.69 +4.9 Qualcomm(QCOM) 13031840 199.18 –13.35 –6.3
LeadRealEstate(LRE) 5350 2.21 –6.49 –74.6
FedEx(FDX) 7706194 299.84 +46.18 +18.2 IvanhoeElectric(IE) 46623 9.38 –0.25 –2.6 MicroStrategy(MSTR) 11439436 1377.48 –106.28 –7.2
Conn's(CONN) 3745 1.11 –1.09 –49.5
AbbVie(ABBV) 7657523 171.52 +1.13 +0.7 EquinoxGold(EQX) 44957 5.23 –0.08 –1.5 Netflix(NFLX) 10216938 674.88 –11.24 –1.6
Accolade(ACCD) 23912 3.58 –2.56 –41.7
Chipotle(CMG) 7604716 62.65 –1.56 –2.4 NewGold(NGD) 42386 1.95 +0.01 +0.5 Adobe(ADBE) 10037299 555.54 +22.10 +4.1
ElicioTherap(ELTX) 486 4.11 –2.57 –38.5
HomeDepot(HD) 7331340 344.24 –11.56 –3.2 SilverCrestMetals(SILV) 35448 8.15 –0.08 –1.0 CoinbaseGlbl(COIN) 9152782 222.23 –3.63 –1.6
ThunderPower(AIEV) 32082 1.65 –0.91 –35.5
BankofAmerica(BAC) 7298940 39.77 +0.28 +0.7 NatlHealthcare(NHC) 34019 108.40 +2.22 +2.1 CrowdStrike(CRWD) 8782704 383.19 +2.56 +0.7
LyellImmuno(LYEL) 19529 1.45 –0.60 –29.3
WellsFargo(WFC) 6853509 59.39 +1.29 +2.2 RileyExpln(REPX) 33910 28.31 +1.09 +4.0 Rivian(RIVN) 7917821 13.42 +3.10 +30.0
KuraSushiUSA(KRUS) 1949 63.09 –24.94 –28.3
ThermoFisher(TMO) 6806341 553.00 –11.60 –2.1 i-80Gold(IAUX) 33287 1.08 0.00 0.0 Arm(ARM) 7408495 163.62 +3.32 +2.1
Immutep(IMMP) 3859 2.01 –0.73 –26.6

Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer than 5,000 shares or priced under $5.
Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. a-Stock has not been in existence or not been traded for 65 consecutive sessions. S-Stock split or stock dividend amounting to 10% or more. X-Ex-dividend
 34 BARRON’S July 1, 2024

RE SEARCH REPORTS
For a look back at more analyst
research and reports, go online to
Barrons.com/researchreports

How Analysts Size

Up Companies
Exxon Mobil • XOM-NYSE Rivian Automotive • RIVN-Nasdaq Insider Transactions
Buy • Price $114.05 on June 24 Outperform • Price $11.96 on June 26 Purchases Sales
These reports, by UBS by Wedbush $ Val $ Val
Company Symbol Insiders Shares (000's) Company Symbol Insiders Shares (000's)
excerpted and
Liberty Latin America Ltd LILA 1 400,000 3,578 Nvidia NVDA 3 664,500 82,269
edited by Barron’s,
We view XOM as the best stock to We are raising our price target on Riv- Domo
Nextnav
DOMO
NN
1
1
400,000
315,200
2,717
2,351
Applovin
Oracle
APP
ORCL 2
1 613,502
258,418
48,749
37,262
were issued recently
by investment and own across our [oil companies] cover- ian from $15 to $20 while maintaining Nuvation Bio NUVB 1 777,895 2,318 Ares Management ARES 2 275,000 36,283
Nine Energy Service NINE 1 1,195,126 1,862 Elastic Nv ESTC 2 309,664 33,607
research firms. The age for the next five years. Supporting our Outperform rating, with the VW Atlas Energy Solutions AESI 1 81,572 1,559 Crowdstrike CRWD 4 79,138 29,881
America'S Car-Mart CRMT 1 26,410 1,525 Ncino NCNO 1 779,501 24,609
reports are a our view are five drivers across the news a game changer for the Rivian Tectonic Therapeutic AVRO 1 63,886 971 Airbnb ABNB 2 140,387 20,906
sampling of analysts’ Veris Residential VRE 2 45,000 644 Applied Materials AMAT 2 59,827 14,784
business unit s that can create value story. Rivian announced a joint ven- Nikola NKLA 1 33,333 540 Arista Networks ANET 1 40,000 13,036
thinking; they should Nexpoint Diversified Real Estate Trust NXDT 2 107,512 535 Site Centers SITC 1 899,772 12,978
not be considered
and grow earnings without a com- ture with Volkswagen Group to create Re/Max Holdings RMAX 1 60,629 504 Verint Systems VRNT 1 375,000 12,660
the views or modity tailwind. These include up- the next generation of software-defined Salesforce
Lindblad Expeditions
CRM
LIND
1
1
2,051
34,470
500
262
Zurn Elkay Water Solutions
Ccc Intelligent Solutions
ZWS
CCCS
2
1
400,000
938,971
12,203
10,803
recommendations of stream volumes growing 5% a year, $4 vehicle (SDV) platforms to be used in Expensify EXFY 1 145,085 201 Alnylam Pharmaceuticals ALNY 6 47,262 10,583
Jakks Pacific JAKK 1 10,088 177 Teva Pharmaceutical Industries TEVA 1 519,000 8,839
Barron’s. Some of billion of new downstream earnings both companies’ future electric vehicles Advantage Solutions ADV 1 40,000 112 Sarepta Therapeutics SRPT 2 50,714 8,214
the reports’ issuers United Bancorp UBCP 7 8,371 103 Cava Group CAVA 1 90,000 8,191
power, $5 billion of cost reductions, while allowing both companies to com- Athira Pharma ATHA 1 42,400 100 Blueprint Medicines BPMC 1 74,034 7,714
have provided, or Marvell Technology MRVL 1 1,425 100 Zscaler ZS 5 37,526 6,730
hope to provide, and balance sheet strength supporting bine complementary strengths to lower
investment-banking higher shareholder returns. Addition- the cost per vehicle. 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 days. The tables highlight companies that filed with the SEC through last Wednesday. The tables
or other services to ally, increasing low carbon invest- Volkswagen plans to put forward a $5 do not include pension-plan or employee stock-option activity, trades by beneficial owners of 10% or more, trades under $2 per share or
the companies being ments could provide $2 billion-plus of billion investment into Rivian. The trades under 100 shares. The "Purchases" column includes only open-market and private purchases; the "Sales" column includes only
open-market and private sales, and excludes trades preceded by option exercise in the 12 months prior to the reported event.
analyzed.
higher-multiple earnings beyond companies expect this joint venture to Source: Thomson Reuters

2027. Collectively, we see these drivers
pushing 2027 net income to $49.1 bil-
lion at $75 a barrel Brent, 11% above
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
be completed in the fourth quarter of Insider Transactions Ratio
fiscal 2024, after doing significant work
150
over the past few months ensuring that

Street estimates on a similar crude oil RIVN’s electrical architecture and soft- 125
outlook. Price target: $154. ware are compatible with Volkswagen’s
100
vehicles. Both companies aim to launch
vehicles benefiting from the technology 75
Bearish
Campbell Soup • CPB-NYSE while enabling Volkswagen to utilize Ratio = 21
50
Overweight • Price $44.19 on June 25 RIVN’s existing electrical architecture
by J.P. Morgan and software platform to accelerate 25
Volkswagen’s SDV plans. This is a core Bullish 0
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

We are upgrading the CPB shares to game changer for Rivian. J A S O N D J F M A M J

Overweight from Neutral following
our meeting yesterday with CEO Mark
Clouse, CFO Carrie Anderson, and
Chief IR Officer Rebecca Gardy. There
are three primary reasons for the up-
grade. First, we believe consumer de-
mand for Sovos Brands products—
mostly Rao’s—remains excellent (and
maybe better than expected). Second,
we see the potential for modestly
greater Sovos synergies than initially
planned (management has yet to un-
earth any skeletons in the closet).
Third, and perhaps most importantly,
Campbell’s longer term margin poten-
tial may be bigger than the Street ex-
pects, thanks to “self-help” efficien-
cies, including in Meals & Beverages.
We don’t necessarily see CPB’s EPS
growth exceeding the current long-
term algo of 6% to 8% over the next
few years; however, we are increas-
ingly confident that consistently hit-
ting this algo is achievable, and at the
moment we can’t say the same for ev-
ery company we follow. We establish a
December 2025 price target of $52.
Kyndryl Holdings • KD-NYSE
Outperform • Price $25.28 on June 27
by Oppenheimer
Poised to return to top-line growth,
meaningfully increase margins, and
generate more than $3 of EPS in fiscal
2027, Kyndryl [an IT services infra-
structure provider] represents an inter-
esting investment opportunity. No lon-
ger captive to former parent IBM, KD
has been able to reprice legacy no/low
margin contracts, strike deals with ma-
jor hyperscalers, move its customer to
its cost-saving operating platform (Kyn-
dryl Bridge), and grow its Consult busi-
ness by double digits. These tailwinds
should continue for the foreseeable
future, and transform the company,
which was previously viewed as a bad
business or loss-leader under IBM, into
an interesting GARP [growth at a rea-
sonable price] investment. We initiate
with an Outperform rating and $33
price target.
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
440,299,650 and 20,660,174 respectively; Source: Thomson Reuters
Brinker International • EAT-NYSE Celsius Holdings • CELH-Nasdaq
Buy • Price $73.62 on June 24 Hold • Price $59.77 on June 24
by Stifel by Truist
With the stock roughly 6% from an We are initiating coverage of Celsius
all-time high, we revisited our thesis Holdings [a maker of energy drinks]
and long-term projections. Chili’s with a Hold rating and a 12-month
revamped marketing efforts signal a price target of $60. In our opinion, the
transformation that we believe can company is poised to post outsize
deliver durable same restaurant sales growth relative to the category over
gains (low to mid-single digits, on the next three-plus years driven by
average). While many investors have expanded distribution, accelerated
expressed concerns about tough com- velocity, and increased household
parisons, our recent meeting with penetration. Despite our constructive
management increased our confi- long-term view, our Hold rating is
dence that there are several opportu- based on our belief that the Street’s
nities for a talented advertising team expectations are ahead of the com-
to make the most of it. Additionally, pany’s current positioning, as addi-
we see opportunities to augment the tional market share gains will be more
momentum at Chili’s with better sales challenging, the distribution partner-
and margin performance at Mag- ship needs time to solidify, and inves-
giano’s, especially now under new tor sentiment on energy drink stocks
leadership. Price target: $90. needs to stabilize.
 July 1, 2024 BARRON’S 35

Barron's 50-Stock Average 51 Dow Jones Averages 49 Money Rates, U.S. & Foreign 51 Vital Signs 27

DATA
Cash Track 45 Dow Jones Per Share Values 50 Mutual Funds 45 Week In Stocks 50
Charting the Market 32 Exchange Traded Portfolios 44 N.Y. Stock Exchange 35 Weekly Bond Statistics 52
Coming Earnings 51 Federal Reserve Data Bank 52 Nasdaq National Market 39 Winners & Losers Stocks 33
Conference Call Calendar 51 Foreign Exchange 51 New Corporate Listings 50
Consensus Estimate 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 43 Stock Volume 50
Contact Us
DJ U.S. Total Market Industry Groups 51 Market Lab 49 Trading Diary 49 For queries, email us at
Statistics from June 24-28, 2024 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.
47.19 39.07 Altria MO 8.6 10 45.55 –0.19 .98 113.60 65.13 Aptiv APTV ... 7 70.42 –4.79 ... 26.56 17.24 AvanosMedical AVNS ... dd 19.92 +0.36 ... 431.79 261.59 Bio-RadLab A BIO ... dd 273.11 –14.87 ...
A
7.28 3.41 AltusPower AMPS ... dd 3.92 –0.34 ... 34.25 23.95 Aramark ARMK 1.1 14 34.02 +0.11 .11 26.16 16.63 Avantor AVTR ... 55 21.20 –0.92 ... 61.83 35.83 Birkenstock BIRK ... 94 54.41 –7.06 ...
73.95 55.00 AAR AIR ... 43 72.70 +1.71 ... 18.45 11.26 AmbacFin AMBC ... 10 12.82 +0.23 ... 17.74 11.77 ArborRealty ABR 12.0 9 14.35 +0.23 .43 231.53 165.21 AveryDennison AVY 1.6 32 218.65 –8.29 .88 61.94 46.43 BlackHills BKH 4.8 13 54.38 +1.28 .65
53.05 37.61 ABMIndustries ABM 1.8 13 50.57 –2.07 .225 3.22 2.01 Ambev ABEV 6.3 11 2.05 –0.03.1443 7.27 3.10 ArcadiumLithium ALTM ... ... 3.36 +0.11 ... 47.87 27.73 Avient AVNT 2.4 38 43.65 –0.18.2575 5.75 2.20 BlackBerry BB ... dd 2.48 +0.18 ...
6.62 4.56 ACCO Brands ACCO 6.4 dd 4.70 ... .075 10.51 8.45 Amcor AMCR 5.1 22 9.78 –0.17 .125 29.15 21.30 ArcelorMittal MT 1.9 23 22.93 –0.72 .25 40.13 30.53 Avista AVA 5.5 14 34.61 +0.91 .475 845.00 596.18 BlackRock BLK 2.6 20 787.32 –0.28 5.10
14.35 6.62 AcresCmclRlty ACR ... 18 12.76 –0.09 ... 18.23 12.54 AmerSports AS ... ... 12.57 –1.61 ... 187.60 108.25 ArchResources ARCH .7 9 152.23 +3.18 .86 36.98 25.03 AxaltaCoating AXTA ... 31 34.17 –0.43 ... 2.37 0.86 BlackSkyTech BKSY ... dd 1.07 +0.07 ...
6.04 0.36 ADC Therap ADCT ... dd 3.16 +0.51 ... 26.13 16.63 AmerantBncp AMTB 1.6 34 22.70 +1.88 .09 7.49 3.00 ArcherAviation ACHR ... dd 3.52 –0.14 ... 63.00 32.05 AxosFinancial AX ... 8 57.15 +3.49 ... 133.56 88.59 Blackstone BX 2.7 44 123.80 –0.32 .83
7.84 5.53 ADT ADT 2.9 11 7.60 –0.15 .055 88.72 67.03 Ameren AEE 3.8 16 71.11 +0.86 .67 87.30 50.72 ADM ADM 3.3 11 60.45 –0.90 .50 13.87 3.94 Azul AZUL ... dd 4.00 –0.26 ... 23.82 16.70 BlackstoneMtg BXMT14.2 cc 17.42 –0.61 .62
98.72 74.40 AECOM ACM 1.0 dd 88.14 –1.64 .22 63.19 17.55 Ameresco AMRC ... 26 28.81 –3.17 ... 21.61 9.57 Archrock AROC 3.3 25 20.22 +1.26 .165 3.41 0.93 BlendLabs BLND ... dd 2.36 +0.07 ...
22.26 16.00 AmericaMovil AMX 2.0 16 17.00 +0.10.2608 13.20 8.59 ArcosDorados ARCO 2.7 11 9.00 +0.03 .06 B
22.60 11.43 AES AES 3.9 24 17.57 –0.90.1725 54.47 30.66 BlockHR HRB 2.4 12 54.23 +1.06 .32
23.92 17.15 AmericanAssets AAT 6.0 25 22.38 +0.85 .335 89.44 61.98 Arcosa ACA .2 29 83.41 –0.44 .05 87.52 38.85 Block SQ ... 83 64.49 +1.52 ...
91.15 69.00 Aflac AFL 2.2 10 89.31 –0.36 .50 1.91 0.70 Bark BARK ... dd 1.81 +0.38 ...
9.55 6.29 AmericanAxle AXL ... dd 6.99 +0.07 ... 25.47 12.95 ArcusBiosci RCUS ... dd 15.23 –1.12 ... 18.76 8.41 BloomEnergy BE ... dd 12.24 –0.58 ...
140.46 96.60 AGCO AGCO 1.2 7 97.88 –3.12 2.50 15.15 7.20 B&G Foods BGS 9.4 dd 8.08 –0.26 .19
26.44 11.51 AmerEagle AEO 2.5 18 19.96 –0.31 .125 4.17 2.57 ArdaghMetalPkg AMBP11.8 dd 3.40 –0.12 .10 16.91 12.99 BlueOwlCapital OBDC 9.6 8 15.36 –0.32 .05
6.99 4.82 AG Mortgage MITT11.0 4 6.64 –0.29 .19 28.84 18.71 BBB Foods TBBB ... ... 23.86 +0.45 ...
244.41 140.91 AmerExpress AXP 1.2 19 231.55 +1.17 .70 23.44 11.70 ArdmoreShipping ASC 3.9 9 22.53 +0.14 .31 19.87 10.64 BlueOwlCapital OWL 4.1 cc 17.75 +0.24 .18
33.73 3.81 a.k.a.Brands AKA ... dd 15.25 –0.46 ... 46.02 31.82 BCE BCE 8.7 23 32.37 –0.23.7405
137.72 105.22 AmericanFin AFG 2.3 12 123.02 –3.27 .71 10.76 10.15 AresAcqnII A AACT ... 29 10.67 +0.01 ... 132.67 67.76 BlueLinx BXC ... 17 93.09 –3.10 ...
54.97 2.38 AMC Ent AMC ... dd 4.98 +0.43 ... 2.94 1.68 BEST BEST ... dd 2.75 +0.03 ...
15.34 12.63 AmerHlthcrREIT AHR 6.8 dd 14.61 –0.32 .25 11.24 6.36 AresCommRealEst ACRE15.0 dd 6.65 –0.53 .25 267.54 159.70 Boeing BA ... dd 182.01 +5.45 ...
112.44 49.80 AMN Healthcare AMN ... 14 51.23 –1.76 ... 11.70 6.40 BGSF BGSF .0 17 8.55 +0.45 .15
37.97 31.36 AmHomes4Rent AMH 2.8 38 37.16 +0.81 .26 150.12 92.95 AresMgmt ARES 2.8 59 133.28 +1.49 .93 154.67 87.32 BoiseCascade BCC .7 10 119.22 –3.19 .20
8.42 2.92 AMTD Digital HKD ... ... 3.61 –0.04 ... 69.11 54.28 BHP Group BHP 5.3 20 57.09 +0.51 1.44
80.83 56.88 AIG AIG 2.2 11 74.24 –0.65 .40 78.95 37.37 Argan AGX 1.6 26 73.16 –2.29 .30 134.61 66.73 BootBarn BOOT ... 27 128.93 –0.15 ...
4.95 1.63 AMTD IDEA AMTD ... ... 1.67 –0.03 ... 139.50 45.90 BILL BILL ... dd 52.62 +4.37 ...
25.96 11.69 AmRltyInv ARL ... 84 14.20 +0.69 ... 17.27 7.22 ArisWater ARIS 2.7 22 15.67 +1.11 .105 164.43 106.90 BoozAllen BAH 1.3 33 153.90 –0.95 .51
3.69 2.56 ARC Document ARC 7.6 13 2.64 +0.04 .05 6.95 1.79 BitMining BTCM ... dd 2.64 –0.10 ...
89.93 66.03 AmerStWater AWR 2.4 24 72.57 +1.93 .43 355.22 149.10 AristaNetworks ANET ... 49 350.48 +13.12 ... 47.05 29.51 BorgWarner BWA ... 12 32.24 –0.89 ...
12.23 7.20 ASE Tech ASX 2.0 25 11.42 –0.16.5714 90.43 62.05 BJ'sWholesale BJ ... 23 87.84 –0.65 ...
9.69 5.46 AmerStratInvt NYC ... dd 9.57 +0.67 ... 14.52 7.77 ArloTech ARLO ... dd 13.04 –0.04 ... 9.01 5.19 BorrDrilling BORR .0 41 6.45 +0.23 .10
106.42 73.57 ASGN ASGN ... 20 88.17 –0.48 ... 40.84 33.52 BP BP 4.8 11 36.10 +0.59.4312
219.10 154.58 AmerTowerREIT AMT 3.4 44 194.38 –0.47 1.62 13.11 9.81 ArmadaHoffler AHH 7.4 cc 11.09 +0.11 .205 395.52 254.40 BostonBeer SAM ... 38 305.05 +7.81 ...
19.13 13.43 AT&T T 5.8 10 19.11 +0.71.2775 8.17 2.00 BP Prudhoe BPT ... ... 2.47 ... ...
18.31 8.41 AmerVanguard AVD 1.4 35 8.60 –0.19 .03 26.93 13.32 ArmourResREIT ARR 14.9 dd 19.38 –0.27 .24 19.74 13.26 BostonOmaha BOC ... dd 13.46 –0.44 ...
62.44 35.03 ATI ATI ... 22 55.45 +1.38 ... 7.14 2.51 BRC BRCC ... dd 6.13 –0.27 ...
151.22 113.34 AmerWaterWorks AWK 2.4 26 129.16 –1.38 .765 125.56 68.35 ArmstrongWorld AWI 1.0 21 113.24 –1.37 .28 73.97 50.64 BostonProps BXP 6.4 50 61.56 +0.06 .98
9.80 3.92 ATI PhysTherapy ATIP ... dd 4.47 –0.61 ... 4.09 1.74 BRF BRFS ... dd 4.07 +0.24 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

2.47 0.32 AmericanWell AMWL ... dd .32 –0.05 ... 147.42 108.51 ArrowElec ARW ... 9 120.76 –6.01 ... 77.99 48.35 BostonSci BSX ... 64 77.01 –0.70 ...
48.89 29.78 ATS ATS ... 22 32.31 +1.61 ... 20.69 15.21 BRT Apartments BRT 5.7 cc 17.47 –0.44 .25
33.90 21.87 AmericoldRealty COLD 3.4 dd 25.54 +0.19 .22 46.75 32.12 ArtisanPtrsAsset APAM 6.2 13 41.27 +0.68 .61 27.49 22.14 Bowhead BOW ... ... 25.34 +0.84 ...
16.46 10.04 A10Networks ATEN 1.7 23 13.85 +0.01 .06 22.31 9.41 BW LPG BWLP21.0 5 19.08 +1.20 1.00
446.32 306.63 Ameriprise AMP 1.4 15 427.19 –13.69 1.48 25.74 12.16 Artivion AORT ... dd 25.65 +2.32 ... 15.47 8.85 Bowlero BOWL 1.5 27 14.49 +1.05 .055
74.05 52.02 AXIS Capital AXS 2.5 11 70.65 –0.42 .44 107.18 67.91 BWX Tech BWXT 1.0 34 95.00 +1.99 .24
186.33 136.89 Ametek AME .7 29 166.71 –1.96 .28 24.81 11.29 Asana ASAN ... dd 13.99 +0.88 ... 31.94 23.29 Box BOX ... 36 26.44 +0.60 ...
50.78 25.03 AZEK AZEK ... 42 42.13 –2.37 ... 6.58 0.75 Babcock&Wilcox BW ... dd 1.45 –0.16 ...
4.00 0.75 Ampco-Pitt AP ... dd .77 –0.04 ... 256.39 178.40 AsburyAutomotive ABG ... 8 227.87 –0.78 ... 73.00 49.34 BoydGaming BYD 1.2 10 55.10 +1.27 .17
86.94 40.07 AZZ AZZ .9 26 77.25 –0.89 .17 202.81 134.06 BadgerMeter BMI .6 54 186.35 –2.06 .27
70.84 39.34 Amphenol APH .7 41 67.37 –1.36 .11 4.27 0.77 AshfordHosp AHT ... dd .97 +0.15 ... 68.80 46.77 Brady BRC 1.4 17 66.02 –0.17 .235
16.16 6.62 Aaron's AAN 5.0 dd 9.98 +0.07 .125 8.21 3.56 AmplifyEnergy AMPY ... 9 6.78 +0.58 ... 102.50 70.82 Ashland ASH 1.7 25 94.49 –2.37.405 68.75 5.57 Bakkt BKKT ... dd 18.92 +3.92 ...
121.64 89.67 AbbottLabs ABT 2.1 32 103.91 –1.81 .55 71.32 42.81 Ball BALL 1.3 dd 60.02 –0.64 .20 4.16 1.79 BraemarHtls BHR 7.8 dd 2.55 –0.19 .05
8.37 1.01 AmpriusTech AMPX ... dd 1.27 +0.04 ... 31.74 5.33 AspenAerogels ASPN ... dd 23.85 –1.43 ... 5.67 3.62 BrandywineRealty BDN 13.4 dd 4.48 –0.06 .15
182.89 132.70 AbbVie ABBV 3.6 51 171.52 +1.13 1.55 24.36 15.38 Amrep AXR ... 45 18.91 –0.01 ... 37.54 22.92 AssetMarkFin AMK ... 18 34.55 +0.33 ... 16.96 7.28 Bally's BALY ... dd 11.97 +0.13 ...
196.99 33.38 Abercrombie&Fitch ANF ... 22 177.84 +3.34 ... 16.08 9.96 BancCalifornia BANC 3.1 dd 12.78 +0.08 .10 6.00 4.58 BrasilAgro LND 13.8 10 4.60 –0.07 .621
13.17 7.60 AngelOakMtgREIT AOMR 9.8 7 13.10 +0.89 .32 22.77 15.16 AssociatedBanc ASB 4.2 22 21.15 +0.86 .22 11.93 6.30 Braskem BAK ... dd 6.45 –0.18 ...
17.97 13.24 AcadiaRealty AKR 4.0 cc 17.92 +0.57 .18 26.01 14.91 AngloGoldAsh AU .8 dd 25.13 +1.20 .19 38.64 31.12 AssocCapital AC .6 22 34.02 –0.09 .10 11.87 3.78 BancoBBVA BBAR .0 5 9.25 –0.14.4464
12.05 9.37 AccelEnt ACEL ... 20 10.26 +0.09 ... 12.20 7.38 BBVA BBVA 4.7 7 10.03 +0.29.1695 45.46 26.08 BreadFinancial BFH 1.9 6 44.56 +0.60 .21
67.49 51.66 AB InBev BUD ... 22 58.15 –0.91 ... 189.48 122.42 Assurant AIZ 1.7 12 166.25 –2.49 .72 13.07 6.18 BridgeInvt BRDG 6.5 dd 7.42 +0.27 .12
387.51 278.69 Accenture ACN 1.7 28 303.41 –5.57 1.29 21.07 14.52 AnnalyCap NLY 13.6 dd 19.06 –0.93 .65 96.60 54.30 AssuredGuaranty AGO 1.6 6 77.15 ... .31 3.21 2.00 BancoBradesco BBDO 8.6 8 2.07 –0.07.0321
+2.72 .15 119.21 71.65 BrightHorizons BFAM ... 77 110.08 +7.78 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

272.74 155.34 AcuityBrands AYI .2 20 241.44 22.49 4.79 AnnovisBio ANVS ... dd 5.76 –0.18 ... 194.98 121.00 Atkore ATKR .9 8 134.93 +0.44 .32 24.79 19.20 BancodeChile BCH 5.5 8 22.63 ...1.6924
70.10 49.42 Acushnet GOLF 1.4 22 63.48 –1.78 .215 31.62 20.02 Bladex BLX 6.7 6 29.67 +0.86 .50 3.23 0.81 BrightScholar BEDU ... dd 2.10 +0.06 ...
15.10 11.34 AnteroMidstream AM 6.1 18 14.74 +0.29 .225 37.86 25.27 AtlUnionBkshs AUB 3.9 12 32.85 +1.72 .32 23.63 15.23 BrightSphere BSIG .2 14 22.17 +0.16 .01
12.51 8.96 Adecoagro AGRO 3.4 4 9.73 +0.59.1649 36.28 20.10 AnteroResources AR ... cc 32.63 +0.20 ... 24.93 15.55 AtlasEnergy AESI 3.1 13 19.93 +0.49 .06 68.24 17.30 BancoMacro BMA .0 2 57.33 –0.181.7418
46.51 24.22 Adient ADNT ... 15 24.71 –0.72 ... 6.66 4.90 BancSanBrasil BSBR 5.0 ... 4.94 –0.09.0792 8.01 5.20 BrightSpire BRSP14.0 dd 5.70 –0.19 .20
9.43 3.01 AnywhereRealEst HOUS ... dd 3.31 +0.02 ... 125.28 101.00 AtmosEnergy ATO 2.8 17 116.65 +0.36 .805 14.42 6.58 BrightView BV ... 62 13.30 –0.53 ...
68.79 33.59 AdtalemGlbEduc ATGE ... 26 68.21 +2.55 ... 347.37 268.06 Aon AON .9 23 293.58 –3.88 .675 33.70 18.21 AtmusFiltration ATMU ... 15 28.78 +0.76 ... 21.81 16.89 BcoSantChile BSAC 3.0 14 18.83 +0.36.7557
88.56 47.73 AdvanceAuto AAP 1.6 91 63.33 –2.43 .25 5.27 3.49 BancoSantander SAN 2.9 6 4.63 +0.01.1027 105.50 63.79 Brink's BCO .9 39 102.40 –0.38.2425
39.10 28.22 AptIncmREIT AIRC .0 9 39.08 +0.09 .45 3.25 1.01 ATRenew RERE ... dd 2.37 +0.14 ... 76.02 28.23 BrinkerIntl EAT ... 21 72.39 +1.14 ...
184.27 102.32 AdvDrainageSys WMS .4 25 160.39 –5.03 .16 8.93 5.63 ApartmtInv AIV ... dd 8.29 +0.32 ... 10.85 6.17 Auna AUNA ... dd 8.00 –0.10 ... 37.85 24.15 BanColombia CIB 3.4 10 32.65 +0.06.8983
40.85 21.55 AdvanSix ASIX 2.8 cc 22.92 +0.20 .16 40.34 24.96 BankofAmerica BAC 2.4 14 39.77 +0.28 .24 65.38 39.63 BristolMyers BMY 5.8 dd 41.53 –0.40 .60
39.98 24.61 APi Group APG ... dd 37.63 –0.62 ... 34.10 23.81 Autohome ATHM ... 13 27.45 +1.10 ...
6.96 4.63 Aegon AEG 4.5 dd 6.13 –0.14.1723 36.06 24.62 BankofButterfield NTB 5.0 8 35.12 +1.15 .44 0.13 0.02 BristolMyersRt CELG.RT .0 ... .04 ....0199
12.74 9.14 ApolloComRlEst ARI 14.3 dd 9.79 –0.30 .35 129.38 83.69 Autoliv ALV 2.5 17 106.99 –1.26 .68
96.95 57.30 AerCap AER 1.1 6 93.20 –0.11 .25 75.19 39.02 BankofHawaii BOH 4.9 15 57.21 +1.20 .70 38.28 24.33 Bristow VTOL ... cc 33.53 +1.17 ...
119.69 73.77 ApolloGlblMgmt APO 1.6 13 118.07 +0.29.4625 182.08 123.81 AutoNation AN ... 8 159.38 –1.09 ...
7.25 2.33 AevaTech AEVA ... dd 2.52 –0.08 ... 100.12 73.98 BankMontreal BMO 4.0 14 83.85 +0.081.1367 34.28 28.25 BritishAmTob BTI 9.5 dd 30.93 –0.77.7431
17.90 13.96 AppleHospREIT APLE 6.6 17 14.54 –0.05 .08 3256.37 2375.35 AutoZone AZO ... 20 2964.10 –26.25 ...
169.65 120.22 AffiliatedMgrs AMG .0 9 156.23 –0.70 .01 60.87 39.66 BankNY Mellon BK 2.8 15 59.89 +1.07 .42 24.47 19.46 BrixmorProp BRX 4.7 25 23.09 +0.54.2725
201.76 138.38 AppliedIndlTechs AIT .8 20 194.00 +5.43 .37 208.45 160.45 Avalonbay AVB 3.3 31 206.89 +3.00 1.70
155.35 96.80 AgilentTechs A .7 31 129.63 –3.62 .236 51.98 39.80 BankNovaScotia BNS 6.9 10 45.72 +0.60.7774 210.24 161.85 BroadridgeFinl BR 1.6 34 197.00 –3.79 .80
151.73 111.63 Aptargroup ATR 1.2 30 140.81 –6.04 .41 39.13 27.46 Avangrid AGR 5.0 15 35.53 +0.29 .44
21.52 4.41 agilon health AGL ... dd 6.54 +0.02 ... 34.22 20.84 BankUnited BKU 4.0 13 29.27 +1.24 .29 17.59 13.68 Broadstone BNL 7.3 16 15.87 +0.14 .29
71.50 43.22 AgnicoEagleMines AEM 2.4 69 65.40 +0.17 .40 11.42 6.23 Barclays BCS 3.7 ... 10.71 +0.27.2671 7.62 3.44 BrookdaleSrLiving BKD ... dd 6.83 +0.42 ...
69.26 52.69 AgreeRealty ADC 4.8 37 61.94 +0.44 .25 10.27 7.60 BaringsBDC BBDC10.7 8 9.73 +0.16 .26 43.00 28.35 BrookfieldAsset BAM 3.7 35 38.05 +0.09 .38
25.58 14.00 BrookfieldBus BBUC 1.2 4 20.42 +1.03.0625

Five-Day Dow Composite

52.31 33.33 AirLease AL 1.8 10 47.53 +0.55 .21 226.00 6.05 Barnes&NobleEduc BNED ... dd 6.40 +0.09 ...
307.71 212.24 AirProducts APD 2.7 23 258.05 –14.86 1.77 43.66 18.79 BarnesGroup B 1.5 cc 41.41 +2.21 .16 45.11 28.84 Brookfield BN .8 69 41.54 +0.97 .08
231.40 157.74 AlamoGroup ALG .6 15 173.00 –1.93 .26 18.95 13.76 BarrickGold GOLD 2.4 20 16.68 +0.12 .10 47.44 25.48 BrookfieldInfr BIPC 4.8 13 33.66 –0.08.405
17.29 10.78 AlamosGold AGI .6 31 15.68 –0.04 .025 52.99 27.30 Bath&BodyWks BBWI 2.0 10 39.05 –2.87 .20 37.15 21.03 BrookfieldInfr BIP 5.9 87 27.44 +0.49.405
45.11 29.00 BrookfieldReinsur BNRE .0 ... 41.59 +1.03 .08
57.18 30.75 AlaskaAir ALK ... 22 40.40 –0.78 ... Dead End Street: The Dow slid 0.1% last week despite an inflation read- 11.55 9.60 BatteryFutureA BFAC ... 29 11.04 ... ...
44.95 32.75 BrookfieldReinsA1 BNRE.A .0 ... 41.81 +0.96 .08
99.41 78.20 AlbanyIntl AIN 1.2 24 84.45 –0.68 .26 21.95 13.16 Bausch+Lomb BLCO ... dd 14.52 –0.41 ...
247.44 92.29 Albemarle ALB 1.7 35 95.52 +0.86 .40 ing that suggests the Fed may still cut rates this year. UnitedHealth Group 11.46 6.05 BauschHealth BHC ... dd 6.97 +0.17 ... 32.83 21.35 BrookfieldRenew BEPC 5.0 6 28.38 –0.65 .355
23.88 19.47 Albertsons ACI 2.4 9 19.75 +0.19 .12 50.21 31.01 BaxterIntl BAX 3.5 dd 33.45 –0.84 .29 93.75 66.53 Brown&Brown BRO .6 28 89.41 –3.61 .13
45.48 23.07 Alcoa AA 1.0 dd 39.78 –0.62 .10
rose 5.5%, while Nike dropped 22% after offering pessimistic guidance. 4.65 2.92 BaytexEnergy BTE 1.9 dd 3.48 +0.23.0164 72.65 42.10 Brown-Forman A BF.A 2.0 21 44.13 +0.58.2178
92.65 69.44 Alcon ALC ... 42 89.08 –0.04 ... 27.50 6.31 Beachbody BODI ... dd 8.43 –0.31 ... 71.27 42.00 Brown-Forman B BF.B 2.0 20 43.19 –0.41.2178
19.99 15.53 Alexander&Baldwin ALEX 5.2 28 16.96 +0.58.2225 Monday Tuesday Wednesday Thursday Friday 35.93 22.03 BeazerHomes BZH ... 5 27.48 –0.12 ... 99.68 66.47 Brunswick BC 2.3 14 72.77 –1.40 .42
237.18 162.50 Alexander's ALX 8.0 11 224.86 +5.514.50 287.32 224.00 BectonDicknsn BDX 1.6 51 233.71 –4.58 .95 48.15 30.31 Buckle BKE 3.8 9 36.94 –0.12 .35
135.45 90.73 AlexandriaRlEst ARE 4.4 cc 116.97 +0.41 1.30
39,580 99.13 60.55 Belden BDC .2 18 93.80 –1.35 .05 18.84 7.11 Buenaventura BVN ... cc 16.95 –0.11 ...
102.50 66.63 Alibaba BABA 2.7 17 72.00 –1.67 .66 62.76 34.58 BellRing BRBR ... 40 57.14 +1.10 ... 32.47 20.68 Build-A-Bear BBW 3.2 7 25.27 –0.40 .20
10.38 6.33 Alight ALIT ... dd 7.38 –0.23 ... 44.85 22.66 BenchmarkElec BHE 1.7 22 39.46 –0.50 .165 214.70 105.24 BuildersFirst BLDR ... 12 138.41 –4.78 ...
136.91 95.94 Allegion ALLE 1.6 19 118.15 +1.92 .48 39,430 1.58 0.13 BensonHill BHIL ... dd .15 –0.01 ... 116.59 86.10 BungeGlobal BG 2.5 9 106.77 +0.90 .68
3.06 0.57 Allego ALLG ... dd 1.68 ... ... 89.19 57.79 Berkley WRB .6 14 78.58 –1.91.3333 17.70 11.83 BurfordCapital BUR 1.9 9 13.05 –0.11.0625
65.86 49.29 Allete ALE 4.5 15 62.35 –0.56 .705 741971 502000 BerkHathwy A BRK.A ... 12 612241 –2760.00 ... 245.43 115.66 BurlingtonStrs BURL ... 40 240.00 +0.02 ...
35.43 25.83 AllianceBernstein AB 8.2 14 33.79 +0.27 .73 430.00 330.58 BerkHathwy B BRK.B ... 12 406.80 –2.82 ... 2.71 0.67 ButterflyNtwk BFLY ... dd .84 –0.09 ...
39,280 24.52 17.67 BylineBancorp BY 1.5 9 23.74 +1.16 .09
83.42 50.14 AllisonTransm ALSN 1.3 10 75.90 +1.49 .25 25.79 18.31 BerkshireHills BHLB 3.2 46 22.80 +1.57 .18
177.37 100.57 Allstate ALL 2.3 35 159.66 –0.85 .92 69.94 53.92 BerryGlobal BERY 1.9 14 58.85 –2.00 .275 C
10.94 0.83 AllurionTech ALUR ... dd 1.00 –1.28 ... (Previous Friday Close) 93.72 62.30 BestBuy BBY 4.5 15 84.29 –6.11 .94
41.77 22.54 AllyFinancial ALLY 3.0 16 39.67 –0.15 .30 39,130 21.28 9.77 BetterwaredeMexico BWMX 8.4 8 14.61 –0.23.3142 439.20 302.21 CACI Intl CACI ... 25 430.13 –3.64 ...
7.30 4.12 AlmacenesExito EXTO .2 67 4.21 –0.05.0121 39.27 12.18 Beyond BYON ... dd 13.08 –0.32 ... 97.64 29.05 CAVA CAVA ... cc 92.75 +0.31 ...
452.00 151.24 AlphaMetal AMR .7 7 280.53 –5.96 .50 +260.88 -299.05 +15.64 +36.26 -45.20 11.06 1.71 BigLots BIG ... dd 1.73 –0.17 ... 80.42 49.15 CBIZ CBZ ... 30 74.10 –0.92 ...
17.72 14.25 AlpineIncmProp PINE 7.1 dd 15.56 +0.21 .275 38,980 4.80 1.16 BigBear.ai BBAI ... dd 1.51 +0.22 ... 25.28 19.90 CBL&Assoc CBL 6.8 cc 23.38 +1.02 .40
17.98 7.64 AltaEquipment ALTG 2.8 dd 8.04 –0.69 .057 1077.20 700.00 BiglariA BH.A ... 45 912.50 –29.62 ... 98.65 64.63 CBRE Group CBRE ... 28 89.11 –1.27 ...
10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4
3.82 1.75 AlticeUSA ATUS ... cc 2.04 –0.14 ... 219.00 137.01 BiglariB BH ... 47 193.38 +3.43 ... 87.90 67.97 CF Industries CF 2.7 12 74.12 +1.01 .50
24.00 9.40 AltoNeurosci ANRO ... ... 10.69 –0.31 ... 62.21 16.45 Biohaven BHVN ... dd 34.71 +1.15 ... 118.89 93.07 CGI A GIB ... 19 99.81 +0.63 ...
 36 BARRON’S July 1, 2024

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.
7.12 3.34 CI&T CINT ... 27 5.20 +0.25 ... 86.58 60.38 CivitasRscs CIVI 2.9 8 69.00 +1.89 1.00 71.60 33.94 DarlingIngred DAR ... 11 36.75 +1.04 ... 21.80 10.06 EmpresaDisCom EDN ... dd 16.39 +0.61 ... 135.67 76.30 Floor&Decor FND ... 48 99.41 –15.25 ...
63.76 49.87 CMS Energy CMS 3.5 18 59.53 –0.02 .515 10.03 5.19 Clarivate CLVT .0 dd 5.69 +0.13 .00 147.93 71.51 DaVita DVA ... 16 138.57 –2.81 ... 38.37 31.03 Enbridge ENB 7.7 18 35.59 +0.89.6731 5.70 2.64 FlotekIndustries FTK ... 99 4.91 +0.53 ...
47.37 37.54 CNA Fin CNA 3.8 10 46.07 +1.70 .44 15.25 6.80 ClarosMtg CMTG12.5 dd 8.02 –0.31 .25 75.53 48.65 Dayforce DAY ... cc 49.60 –0.57 ... 87.94 57.55 EncompassHealth EHC .7 23 85.79 +0.93 .15 26.33 19.64 FlowersFoods FLO 4.3 38 22.20 –0.32 .24
15.74 9.77 CNH Indl CNH 4.6 6 10.13 +0.06 .47 231.15 132.92 CleanHarbors CLH ... 33 226.15 +0.02 ... 1106.89 484.02 DeckersOutdoor DECK ... 33 967.95 –12.19 ... 81.06 24.51 Endava DAVA ... 32 29.24 +0.87 ... 50.49 35.32 Flowserve FLS 1.7 27 48.10 +0.26 .21
29.09 22.27 CNO Financial CNO 2.3 8 27.72 +0.16 .16 2.06 1.04 ClearChannelOutdr CCO ... dd 1.41 +0.08 ... 450.00 353.15 Deere DE 1.6 11 373.63 –1.41 1.47 27.05 17.65 Endeavor EDR .9 42 27.03 +0.19 .06 45.75 28.02 Fluor FLR ... 26 43.55 –1.47 ...
26.57 17.27 CNX Resources CNX ... 4 24.30 +0.14 ... 27.75 15.28 ClearSecure YOU 2.1 33 18.71 –0.04 .10 55.00 36.50 DelekLogistics DKL 10.6 15 40.48 +1.42 1.07 4.20 1.42 EndeavourSilver EXK ... dd 3.52 –0.20 ... 226.40 148.00 FlutterEnt FLUT ... ... 182.36 –6.67 ...
114.30 61.72 CONSOL Energy CEIX ... 6 102.03 +5.15 ... 21.89 15.28 ClearwaterAnalytic CWAN ... dd 18.52 –0.48 ... 33.60 21.68 DelekUS DK 4.0 dd 24.76 +0.61 .25 3.90 2.68 EnelChile ENIC 7.4 5 2.80 –0.05.2093 143.43 99.24 FomentoEconMex FMX 1.5 32 107.65 +0.90.4657
26.80 22.20 COPTDefenseProp CDP 4.7 dd 25.03 +0.40 .295 53.77 30.56 ClearwaterPaper CLW ... 8 48.47 –1.06 ... 179.70 52.05 DellTechC DELL ... 28 137.91 –7.15 ... 8.36 3.94 Enerflex EFXT 1.3 dd 5.40 +0.39.0184 35.60 14.84 FootLocker FL .0 dd 24.92 –0.51 .40
88.00 51.59 CRH CRH 1.9 ... 74.98 –0.79 .35 27.31 17.47 ClearwayEnergyA CWEN.A 5.7 34 22.66 –1.09.4102 53.86 30.60 DeltaAir DAL 1.3 6 47.44 –1.94 .15 37.32 26.92 Energizer ENR 4.1 25 29.54 +0.38 .30 15.42 9.63 FordMotor F 4.8 13 12.54 +0.70 .15
10.77 5.07 CS Disco LAW ... dd 5.96 +0.14 ... 28.76 18.59 ClearwayEnergyC CWEN 6.1 38 24.69 –1.18.4102 24.00 16.00 Deluxe DLX 5.3 29 22.46 +0.79 .30 16.40 12.46 EnergyTransfer ET 7.8 15 16.22 +0.50.3175 40.92 21.88 Forestar FOR ... 8 31.99 –0.48 ...
18.03 15.63 CTO Realty CTO 8.7 35 17.46 +0.36 .38 22.97 13.84 Cleveland-Cliffs CLF ... 21 15.39 +0.59 ... 13.44 6.67 DesignerBrands DBI 2.9 32 6.83 –0.68 .05 3.55 0.91 EnergyVault NRGV ... dd .95 –0.02 ... 4.02 1.31 ForgeGlobal FRGE ... dd 1.46 +0.11 ...
54.73 35.50 CTS CTS .3 30 50.63 –0.16 .04 6.86 3.42 ClipperRealty CLPR10.5 dd 3.61 +0.05 .095 20.00 3.62 DesktopMetal DM ... dd 4.13 ... ... 39.49 24.58 EnerpacTool EPAC .1 25 38.18 –0.32 .04 43.84 36.30 Fortis FTS 4.5 17 38.84 +0.38.4382
44.90 20.23 C3.ai AI ... dd 28.96 +1.75 ... 169.14 114.69 Clorox CLX 3.5 71 136.47 –0.17 1.20 15.82 6.09 Despegar.com DESP ... cc 13.23 ... ... 113.34 83.27 EnerSys ENS .9 16 103.52 –2.61 .225 87.10 63.05 Fortive FTV .4 29 74.10 +0.50 .08
39.36 26.16 CVR Energy CVI 7.5 4 26.77 –0.06 .50 116.00 53.88 Cloudflare NET ... dd 82.83 +4.89 ... 105.00 8.25 DestinyTech100 DXYZ ... dd 15.22 +2.62 ... 11.56 7.52 Enfusion ENFN ... cc 8.52 +0.20 ... 6.36 2.58 FortunaMining FSM ... dd 4.89 –0.15 ...
94.38 60.50 CVR Partners UAN 12.3 10 75.66 +0.03 1.92 4.10 1.39 CN Finance CNF ... 5 1.62 –0.12 ... 17.95 9.82 DeutscheBank DB 2.0 7 15.94 +0.47.486 14.59 7.12 Enhabit EHAB ... dd 8.92 +0.38 ... 84.92 54.10 FortuneBrands FBIN 1.5 20 64.94 –2.17 .24
83.25 52.77 CVS Health CVS 4.5 10 59.06 –2.31 .665 64.36 51.55 Coca-Cola KO 3.0 26 63.65 +0.88 .485 55.09 40.47 DevonEnergy DVN 4.3 9 47.40 +1.58 .13 23.17 18.88 Ennis EBF 4.6 14 21.89 –0.03 .25 28.73 16.10 ForumEnergyTech FET ... dd 16.86 +0.26 ...
749.00 332.94 CableOne CABO 3.3 8 354.00 –14.39 2.95 104.38 69.33 Coca-Cola Femsa KOF 2.7 15 85.84 +2.441.6528 179.78 125.66 Diageo DEO 3.2 18 126.08 –4.24 1.62 65.00 35.30 EnovaIntl ENVA ... 11 62.25 +1.82 ... 27.60 20.51 FourCornersProp FCPT 5.6 23 24.67 +0.14 .345
103.49 64.15 Cabot CBT 1.9 12 91.89 –3.63 .43 6.05 2.00 CoeurMining CDE ... dd 5.62 –0.13 ... 17.32 11.02 DiamondOffshore DO ... dd 15.49 +0.12 ... 66.14 43.04 Enovis ENOV ... dd 45.20 +0.11 ... 18.62 7.49 FourSeasonsEduc FEDU ... 36 11.94 –1.39 ...
57.00 37.58 Cactus WHD .9 21 52.74 +2.70 .12 78.58 50.05 Cohen&Steers CNS 3.3 28 72.56 +0.92 .59 9.99 7.33 Diamondrock DRH 1.4 24 8.45 +0.11 .03 11.04 10.38 EnphysAcqnA NFYS ... 32 10.98 +0.04 ... 149.06 102.29 Franco-Nevada FNV 1.2 dd 118.52 +1.80 .36
26.00 16.29 Cadeler CDLR ... 98 25.03 +1.02 ... 75.25 28.47 Coherent COHR ... dd 72.46 +0.53 ... 3.98 2.78 DianaShipping DSX 10.5 13 2.86 +0.03 .075 170.64 106.08 Enpro NPO .8 dd 145.57 +0.70 .30 14.70 11.99 FrankBSPRealty FBRT11.3 9 12.60 –0.40 .355
31.45 19.00 CadenceBank CADE 3.5 9 28.28 +0.75 .25 99.08 67.62 ColgatePalm CL 2.1 31 97.04 –0.23 .50 234.47 100.98 Dick's DKS 2.0 18 214.85 –14.48 1.10 114.28 87.10 Entergy ETR 4.2 11 107.00 +1.19 1.13 48.76 32.19 FranklinCovey FC ... 28 38.00 +4.05 ...
39.81 21.42 Cadre CDRE 1.0 33 33.56 +2.29.0875 10.48 9.16 ColombierAcqnIIA CLBR ... ... 10.28 –0.03 ... 45.15 16.50 DieboldNixdorf DBD ... 1 38.48 +0.18 ... 29.99 25.61 EnterpriseProd EPD 7.1 11 28.98 +0.41 .515 30.32 21.57 FranklinRscs BEN 5.5 13 22.35 –0.48 .31
25.04 17.40 CAE CAE ... dd 18.58 –0.83 ... 57.39 37.40 Comerica CMA 5.6 10 51.04 +3.24 .71 154.18 112.33 DigitalRealty DLR 3.2 43 152.05 +3.70 1.22 4.91 1.33 Entravision EVC 9.9 dd 2.03 +0.11 .05 55.24 32.83 FreeportMcM FCX 1.2 43 48.60 –0.96 .075
41.94 23.42 Caleres CAL .8 7 33.60 –0.68 .07 352.45 151.89 ComfortSystems FIX .4 30 304.12 –12.19 .30 20.99 12.12 DigitalBridge DBRG .3 8 13.70 +0.97 .01 73.04 33.12 Envestnet ENV ... dd 62.59 +0.22 ... 27.72 16.37 FreseniusMedCare FMS 2.3 21 19.09 –0.31.6342
58.44 43.30 CaliforniaRscs CRC 2.3 15 53.22 +4.58 .31 59.81 39.85 CommercialMetals CMC 1.3 11 54.99 +0.57 .18 51.69 19.39 DigitalOcean DOCN ... 67 34.75 +0.89 ... 10.01 5.64 Enviri NVRI ... dd 8.63 –0.24 ... 28.55 21.41 FreshDelMonte FDP 4.1 dd 21.85 –0.39 .25
54.85 43.50 CalWtrSvc CWT 2.3 19 48.49 +0.46 .28 55.45 35.38 CommunityFinSys CBU 3.8 15 47.21 +3.41 .45 476.48 286.39 Dillard's DDS .2 10 440.39 +18.34 .25 36.14 15.92 Envista NVST ... dd 16.63 –0.78 ... 29.39 14.30 Frontline FRO 8.1 9 25.76 +0.07 .62
51.74 26.76 Calix CALX ... cc 35.43 +0.43 ... 5.20 2.01 CommunityHlthSys CYH ... dd 3.36 +0.23 ... 60.98 35.46 DineBrands DIN 5.6 6 36.20 –1.83 .51 14.17 0.25 Enviva EVA ... dd .43 –0.02 ... 3.87 1.10 fuboTV FUBO ... dd 1.24 +0.09 ...
114.04 82.81 CamdenProperty CPT 3.8 27 109.11 –0.59 1.03 36.72 22.03 CommunityHlthcr CHCT 7.8 38 23.39 +0.24 .46 3.27 1.07 Dingdong DDL ... dd 1.99 +0.03 ... 1.89 0.99 EnzoBiochem ENZ ... dd 1.09 –0.03 ... 9.68 5.70 FullTruck YMM 1.6 25 8.04 –0.76.1264
56.24 29.17 Cameco CCJ ... cc 49.20 –2.37 ... 17.14 10.76 SABESP SBS 1.6 13 13.45 –0.33.2808 131.65 79.04 DiscoverFinSvcs DFS 2.1 15 130.81 +3.84 .70 275.10 159.95 Equifax EFX .6 54 242.46 +2.72 .39 84.31 64.64 FullerHB FUL 1.2 26 76.96 –1.05.2225
46.97 37.94 CampbellSoup CPB 3.3 18 45.19 +0.68 .37 3.38 1.99 EngGr-Cmg C CIG.C 7.2 6 2.38 +0.11.0275 123.74 78.73 Disney DIS .8 cc 99.29 –2.98 .45 34.73 24.44 Equinor EQNR 3.6 9 28.56 +1.04 .35 10.31 4.15 FutureFuel FF 4.7 11 5.13 +0.20 .06
32.88 16.18 CampingWorld CWH 2.8 dd 17.86 –0.11 .125 2.12 1.62 EngGr-Cmg CIG 9.8 4 1.76 –0.15.0234 26.00 10.54 DiversifiedEnergy DEC 14.4 1 13.49 +0.02 .29 41.95 24.65 Equitable EQH 2.3 13 40.86 –0.26 .24
G
18.63 9.80 CanadaGoose GOOS ... 30 12.93 –0.19 ... 8.91 6.25 COPEL ELP 4.2 2 6.69 –0.08.1588 91.02 75.87 DolbyLab DLB 1.5 40 79.23 –0.76 .30 14.64 8.45 EquitransMdstm ETRN 4.6 14 12.98 ... .15
51.14 34.35 CIBC CM 5.3 10 47.54 +0.08.6632 8.25 5.76 COPEL ELPC .5 10 5.88 +0.02.0285 13.70 10.55 Dole DOLE 2.6 6 12.24 +0.16 .08 35.20 21.79 EquityBcshs EQBK 1.4 59 35.20 +1.81 .12 141.24 97.21 GATX GATX 1.8 19 132.36 +0.03 .58
134.02 103.96 CanNtlRlwy CNI 2.1 19 118.13 +1.36.5734 4.03 2.11 CiaSiderurgica SID ... cc 2.30 –0.03 ... 173.47 101.09 DollarGeneral DG 1.8 19 132.23 +3.46 .59 20.75 17.93 EquityCommnwlth EQC ... 25 19.40 +0.02 ... 56.00 3.04 GCT Semiconductor GCTS ... dd 5.21 –0.12 ...
41.29 26.81 CanadianNatRscs CNQ 4.3 14 35.60 +1.12.3897 17.74 10.82 CerveceriasUnid CCU 2.0 19 11.38 –0.15.1023 9.44 3.86 Doma DOMA ... dd 6.07 +0.11 ... 74.04 59.82 EquityLife ELS 2.9 36 65.13 +0.79.4775 170.80 84.16 GE Aerospace GE .7 52 158.97 –5.27 .08
91.58 68.92 CdnPacKC CP .8 25 78.73 +0.06.1417 25.07 16.88 CompassDiversif CODI 4.6 dd 21.89 +0.21 .25 54.74 39.18 DominionEner D 5.4 26 49.00 –0.21.6675 69.65 52.57 EquityResdntl EQR 3.9 29 69.34 +1.03 .675 16.31 6.94 GEO Group GEO ... 21 14.36 +1.80 ...
1.96 0.92 Cango CANG ... 40 1.67 ... ... 4.68 1.82 Compass COMP ... dd 3.60 +0.05 ... 542.75 328.03 Domino's DPZ 1.2 34 516.33 –5.50 1.51 1.95 1.20 EquusTotReturn EQS ... 2 1.32 +0.07 ... 185.50 115.00 GE Vernova GEV ... ... 171.51 –4.22 ...
22.99 15.93 Cannae CNNE 2.6 dd 18.14 +0.55 .12 39.78 10.29 CompassMinerals CMP 5.8 dd 10.33 –1.34 .15 78.03 57.05 Donaldson DCI 1.5 22 71.56 –0.69 .27 16.36 10.12 ErmenegildoZegna ZGN .9 23 11.84 –0.01 .109 40.27 26.87 GFLEnvironmental GFL .1 cc 38.93 +0.57 .014
149.94 88.23 CapitalOne COF 1.7 11 138.45 +1.68 .60 13.39 7.07 ComstockRscs CRK 4.8 47 10.38 –0.41 .125 66.21 43.79 DonnelleyFin DFIN ... 18 59.62 +1.18 ... 24.38 11.35 EroCopper ERO ... 33 21.38 +0.86 ... 101.04 56.58 GMS GMS ... 12 80.61 –1.21 ...
54.52 30.79 Capri CPRI ... dd 33.08 +1.78 ... 34.38 25.16 ConagraBrands CAG 4.9 14 28.42 –0.40 .35 51.66 24.17 DorianLPG LPG .0 6 41.96 –0.71 1.00 59.90 44.96 EssentGroup ESNT 2.0 8 56.19 –0.42 .28 45.93 33.67 GSK GSK 3.6 14 38.50 –1.98.3762
116.04 85.12 CardinalHealth CAH 2.0 44 98.32 –6.31.5056 2.67 0.38 ConcordMed CCM ... dd .95 +0.39 ... 43.00 17.50 DoubleVerify DV ... 51 19.47 –0.03 ... 28.18 20.49 EssentialProp EPRT 4.2 23 27.71 +0.86 .29 67.57 46.38 GXO Logistics GXO ... 36 50.50 +2.65 ...
26.43 19.25 CareTrustREIT CTRE 4.6 50 25.10 +0.20 .29 138.29 61.05 Conmed CNMD 1.2 27 69.32 +2.22 .20 35.39 21.35 DouglasDynamics PLOW 5.0 19 23.40 +0.51 .295 43.26 32.07 EssentialUtil WTRG 3.3 18 37.33 +0.10.3071 266.39 212.39 Gallagher AJG .9 53 259.31 –5.29 .60
430.21 235.79 Carlisle CSL .8 26 405.21 –12.01 .85 135.18 99.35 ConocoPhillips COP 2.0 13 114.38 +3.04 .20 3.16 1.00 DouglasElliman DOUG ... dd 1.16 +0.06 ... 284.77 203.85 EssexProp ESS 3.6 33 272.20 –6.02 2.45 64.83 9.95 GameStop GME ... cc 24.69 +0.76 ...
98.85 80.46 ConEd ED 3.7 17 89.42 –0.92 .83 16.12 10.76 DouglasEmmett DEI 5.7 dd 13.31 –0.08 .19 198.86 102.22 EsteeLauder EL 2.5 60 106.40 –7.45 .66
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88.22 59.66 CarMax KMX ... 29 73.34 +1.71 ... 4.66 1.66 Gannett GCI ... dd 4.61 +0.19 ...
19.74 10.84 Carnival CCL ... 29 18.72 +2.65 ... 274.87 227.50 ConstBrands A STZ 1.6 27 257.28 –6.22 1.01 188.64 127.25 Dover DOV 1.1 17 180.45 –2.05 .51 36.20 25.33 EthanAllen ETD 5.6 10 27.89 +0.77 .39 8.44 2.22 GaotuTechedu GOTU ... dd 4.90 +0.19 ...
17.95 9.77 Carnival CUK ... 26 17.22 +2.79 ... 23.20 14.12 Constellium CSTM ... 21 18.85 –1.24 ... 60.69 47.26 Dow DOW 5.3 32 53.05 –0.94 .70 21.26 14.10 Euronav EURN 6.5 3 16.54 +0.59 .57 30.75 8.58 Gap GPS 2.5 13 23.89 –0.81 .15
112.75 51.94 CarpenterTech CRS .7 42 109.58 +10.13 .20 3.71 0.51 ContainerStore TCS ... dd .54 –0.05 ... 36.29 19.71 Doximity DOCS ... 39 27.97 +0.45 ... 10.74 3.81 EveHolding EVEX ... dd 4.05 –0.08 ... 171.64 99.61 Garmin GRMN 1.8 23 162.92 +1.47 .75
34.73 18.06 CarriageSvcs CSV 1.7 13 26.84 –0.44.1125 14.43 5.52 Volaris VLRS ... 7 6.36 +0.01 ... 77.72 61.60 DrReddy'sLab RDY .5 19 76.19 +4.63.4877 11.91 4.58 Eventbrite EB ... dd 4.84 –0.02 ... 486.54 323.61 Gartner IT ... 45 449.06 –3.07 ...
66.50 45.68 CarrierGlobal CARR 1.2 44 63.08 +0.20 .19 14.50 10.34 Cool CLCO13.9 4 11.77 +0.44 .41 44.38 18.29 DreamFinders DFH ... 9 25.82 +0.33 ... 208.76 117.16 EvercoreA EVR 1.5 33 208.43 +13.66 .80 17.99 10.68 GatesIndustrial GTES ... 17 15.81 –0.36 ...
22.84 14.82 Cars.com CARS ... 13 19.70 +0.21 ... 22.74 11.24 Cooper-Standard CPS ... dd 12.44 +0.96 ... 30.93 16.64 Dril-Quip DRQ ... dd 18.60 +0.41 ... 417.92 333.65 Everest EG 2.1 6 381.02 +3.832.00 13.30 3.62 GatosSilver GATO ... 50 10.44 –0.15 ...
88.03 61.23 Carter's CRI 5.2 10 61.97 –3.20 .80 121.20 78.12 Copa CPA 6.8 ... 95.18 +1.01 1.61 13.17 6.87 DuckhornPtf NAPA ... 13 7.10 –0.32 ... 15.25 6.37 Everi EVRI ... 13 8.40 +0.36 ... 23.43 12.65 GencoShipping GNK 7.9 cc 21.31 +0.27 .42
136.92 23.43 Carvana CVNA ... 52 128.72 +15.73 ... 62.15 27.75 Core&Main CNM ... 23 48.94 –2.61 ... 60.00 42.31 Ducommun DCO ... 49 58.06 +0.04 ... 74.81 52.03 EversourceEner ES 5.0 dd 56.71 –0.47 .715 156.95 79.86 Generac GNRC ... 36 132.22 –4.78 ...
60.20 31.80 Catalent CTLT ... dd 56.23 –0.27 ... 27.95 13.82 CoreLabs CLB .2 23 20.29 +1.73 .01 104.87 83.06 DukeEnergy DUK 4.1 24 100.23 +0.391.025 42.21 31.42 Evertec EVTC .6 33 33.25 –0.25 .05 302.75 211.94 GeneralDynamics GD 2.0 24 290.14 –8.11 1.42
382.01 223.76 Caterpillar CAT 1.7 15 333.10 +5.26 1.41 34.66 17.40 CorebridgeFin CRBG 3.2 8 29.12 –0.54 .23 12.62 8.68 Dun&Bradstreet DNB 2.2 dd 9.26 +0.07 .05 35.00 18.86 EvolentHealth EVH ... dd 19.12 –3.38 ... 77.63 60.33 GeneralMills GIS 3.8 15 63.26 –3.82 .60
8.78 4.56 Cato CATO12.3 dd 5.54 –0.54 .17 25.89 10.02 CoreCard CCRD ... 48 14.59 +0.31 ... 82.63 61.14 DuPont DD 1.9 99 80.49 +0.66 .38 22.42 13.38 ExcelerateEner EE .5 25 18.44 +0.66 .025 49.35 26.30 GeneralMotors GM .9 6 46.46 –1.26 .12
56.00 34.04 CedarFairRec FUN 2.2 22 54.35 +3.31 .30 16.54 9.06 CoreCivic CXW ... 23 12.98 +1.61 ... 42.87 22.67 DutchBros BROS ... cc 41.40 +2.34 ... 131.17 107.03 ExpeditorsIntl EXPD 1.2 26 124.79 –1.63 .73 37.89 23.21 Genesco GCO ... dd 25.86 +1.13 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

172.16 109.38 Celanese CE 2.1 7 134.89 –2.11 .70 40.46 25.26 Corning GLW 2.9 54 38.85 –1.20 .28 186.47 78.42 DycomInds DY ... 22 168.76 +1.93 ... 25.04 14.33 Expro XPRO ... dd 22.92 –0.26 ... 14.40 8.05 GenesisEnergy GEL 4.2 42 14.31 +1.21 .15
61.06 14.37 Celestica CLS ... 21 57.33 +1.42 ... 41.44 28.96 Vesta VTMX 2.0 6 29.99 –1.31.1444 4.24 2.27 DynagasLNG DLNG ... 4 4.03 +0.15 ... 164.99 101.19 ExtraSpaceSt EXR 4.2 35 155.41 –3.52 1.62 30.90 12.95 GenieEnergy GNE 2.1 29 14.62 +0.40 .075
6.64 4.65 CementosPacasm CPAC ... 10 5.72 +0.01 ... 319.94 220.39 Corpay CPAY ... 20 266.41 –0.74 ... 61.41 42.94 Dynatrace DT ... 86 44.74 +0.36 ... 123.75 95.77 ExxonMobil XOM 3.3 14 115.12 +4.36 .95 8.45 4.62 GeniusSports GENI ... dd 5.45 +0.03 ...
9.27 5.67 Cemex CX .3 44 6.39 +0.10 .349 18.89 10.57 CorpAmAirports CAAP ... 7 16.64 –0.99 ... 13.56 9.57 DynexCapital DX 13.1 10 11.94 –0.10 .13 39.58 29.41 Genpact G 1.9 9 32.19 +0.13.1525
F
246.75 171.65 Cencora COR .9 25 225.30 –11.38 .51 58.76 43.22 Corteva CTVA 1.2 69 53.94 +1.02 .16 170.57 126.35 GenuineParts GPC 2.9 15 138.32 –3.11 1.00
E
21.90 14.69 CenovusEnergy CVE 1.6 11 19.66 +1.01 .131 17.51 9.06 Cosan CSAN ... 12 9.74 +0.24 ... 48.71 22.95 F&GAnnuities FG 2.2 20 38.05 –0.48 .21 6.93 4.91 GenworthFin GNW ... 33 6.04 –0.02 ...
81.42 60.83 Centene CNC ... 13 66.30 –1.63 ... 17.58 8.54 Costamare CMRE 2.8 6 16.43 –0.42 .115 221.83 88.47 elfBeauty ELF ... 95 210.72 +4.81 ... 41.00 26.71 FB Financial FBK 1.7 16 39.03 +2.61 .17 11.25 8.05 GeoPark GPRK 5.4 5 10.95 +0.21 .147
31.57 25.42 CenterPointEner CNP 2.6 22 30.98 –0.02 .20 29.89 23.73 CoterraEnergy CTRA 3.0 16 26.67 +0.05 .21 401.98 180.63 EMCOR EME .3 24 365.08 –16.19 .25 8.37 4.30 Figs FIGS ... 44 5.33 +0.91 ... 5.13 3.06 Gerdau GGB .7 6 3.30 +0.06 .055
7.51 4.47 CenterraGold CGAU 3.1 27 6.72 –0.20.0522 13.46 9.02 Coty COTY ... 44 10.02 +0.09 ... 34.30 28.19 ENI E ... 13 30.79 +0.30 ... 106.87 49.49 FMC FMC 4.0 6 57.55 +1.16 .58 0.70 0.13 Getaround GETR ... dd .14 ... ...
71.36 46.74 Centerspace CSR 4.4 dd 67.63 +0.54 .75 23.77 13.51 Coupang CPNG ... 30 20.95 –0.39 ... 139.67 108.94 EOG Rscs EOG 2.9 10 125.87 +3.82 .91 14.39 10.24 FNB FNB 3.5 11 13.68 +0.65 .12 7.35 2.93 GettyImages GETY ... 46 3.26 –0.02 ...
9.11 6.21 CentraisElBras EBR .9 17 6.43 +0.03.0783 21.26 6.35 Coursera COUR ... dd 7.16 +0.56 ... 317.50 169.43 EPAM Systems EPAM ... 26 188.11 +3.33 ... 10.10 1.21 FreyrBattery FREY ... dd 1.70 +0.02 ... 34.52 25.70 GettyRealty GTY 6.8 23 26.66 +0.24 .45
22.00 14.70 CentralPacFin CPF 4.9 10 21.20 +1.12 .26 25.19 17.40 CousinsProperties CUZ 5.5 48 23.15 +0.02 .32 49.10 39.66 EPR Prop EPR 8.1 21 41.98 +1.17 .285 20.99 18.31 FS KKR Cap FSK 13.0 8 19.73 +0.33 .05 39.07 26.99 Gildan GIL 2.2 13 37.92 +0.13 .205
11.60 5.30 CentralPuerto CEPU ... 4 9.07 +0.03 ... 150.01 82.57 Crane CR .5 39 144.98 +0.31 .205 45.23 32.07 EQT EQT 1.7 27 36.98 +0.01.1575 232.15 171.81 FTI Consulting FCN ... 25 215.53 +5.62 ... 2.55 0.26 GinkgoBioworks DNA ... dd .33 –0.09 ...
28.65 19.41 Centuri CTRI ... ... 19.48 –6.10 ... 64.80 48.42 CraneNXT CXT 1.0 19 61.42 –3.20 .16 114.77 61.43 ESAB ESAB .3 25 94.43 –2.13 .08 257.04 114.83 Fabrinet FN ... 32 244.79 –2.11 ... 44.06 26.84 GlacierBancorp GBCI 3.5 21 37.32 +1.81 .33
97.92 58.01 CenturyComm CCS 1.3 9 81.66 +1.64 .26 13.68 7.55 CrawfordA CRD.A 3.2 19 8.64 –0.11 .07 118.60 94.59 ESCO Tech ESE .3 28 105.04 +1.08 .08 488.64 385.28 FactSet FDS 1.0 31 408.27 –15.46 1.04 3.71 1.25 Glatfelter GLT ... dd 1.39 –0.27 ...
9.23 1.21 ChargePoint CHPT ... dd 1.51 +0.09 ... 13.51 7.37 Crawford B CRD.B 3.5 18 8.01 –0.78 .07 2.12 0.61 ESSTech GWH ... dd .82 +0.07 ... 1518.27 776.63 FairIsaac FICO ... 78 1488.66 +52.55 ... 119.89 59.22 Glaukos GKOS ... dd 118.35 +5.33 ...
275.00 161.65 CharlesRiverLabs CRL ... 24 206.58 –5.02 ... 180.21 116.42 Credicorp BAP ... 10 161.33 +2.91 ... 6.90 2.15 E2open ETWO ... dd 4.49 +0.09 ... 13.27 9.96 FarmlandPtrs FPI 2.1 25 11.53 –0.05 .06 6.35 4.10 GlobalBlue GB ... 61 4.82 +0.02 ...
184.65 109.48 ChartIndustries GTLS ... cc 144.34 +3.53 ... 14.22 9.74 CrescentEnergy CRGY 4.1 dd 11.85 +0.30 .12 276.61 145.03 EagleMaterials EXP .5 16 217.46 +0.98 .25 25.87 6.77 Fastly FSLY ... dd 7.37 +0.10 ... 7.47 4.49 GlblBusTravel GBTG ... dd 6.60 ... ...
11.32 7.60 ChathamLodging CLDT 3.3 dd 8.52 +0.26 .07 22.85 10.45 CrossTimbers CRT 13.5 7 10.80 +0.13.0302 15.21 10.27 EasterlyGovtProp DEA 8.6 63 12.37 +0.20 .265 160.48 112.39 FedAgriMtg A AGM.A 4.4 8 126.83 +2.78 1.40 37.00 26.50 GlobalIndemnity GBLI 4.5 13 31.09 +0.59 .35
6.78 1.64 CheetahMobile CMCM ... dd 3.98 –1.33 ... 119.50 84.72 CrownCastle CCI 6.4 30 97.70 +1.201.565 188.85 154.75 EastGroup EGP 3.0 37 170.10 +2.98 1.27 199.40 137.17 FedAgriMtg C AGM 3.1 11 180.82 +6.26 1.40 46.97 26.36 GlobalIndl GIC 3.2 17 31.36 –0.55 .25
13.11 2.53 Chegg CHGG ... dd 3.16 +0.31 ... 96.35 69.61 Crown Holdings CCK 1.3 21 74.39 –3.15 .25 105.98 68.89 EastmanChem EMN 3.3 13 97.97 –0.64 .81 107.61 85.59 FederalRealty FRT 4.3 36 100.97 +0.72 1.09 11.59 7.98 GlobalMedREIT GMRE 9.3 40 9.08 +0.27 .21
654.62 492.84 Chemed CHE .3 29 542.58 +0.11 .40 47.81 33.17 CubeSmart CUBE 4.5 25 45.17 –0.11 .51 6.34 3.33 EastmanKodak KODK ... 9 5.38 –0.20 ... 92.90 56.37 FederalSignal FSS .6 28 83.67 –0.67 .12 11.58 6.52 GlobalNetLease GNL 15.0 dd 7.35 +0.23 .275
39.05 15.10 Chemours CC 4.4 dd 22.57 –0.34 .25 120.31 82.25 Cullen/Frost CFR 3.6 12 101.63 +3.26 .92 345.19 191.82 Eaton ETN 1.2 37 313.55 –6.51 .94 37.31 30.23 FederatedHermes FHI 3.8 9 32.88 +0.48 1.00 50.85 27.07 GlobalPtrs GLP 6.2 17 45.63 +0.48 .71
183.46 148.57 CheniereEnergy LNG 1.0 9 174.83 +9.91 .435 5.99 4.25 Culp CULP ... dd 4.48 +0.09 ... 245.93 156.72 Ecolab ECL 1.0 44 238.00 –5.99 .57 302.41 224.69 FedEx FDX 1.8 20 299.84 +46.18 1.38 141.78 91.60 GlobalPayments GPN 1.0 19 96.70 +1.67 .25
62.34 45.51 CheniereEnerPtrs CQP 6.3 13 49.11 +1.49 .035 304.25 212.80 Cummins CMI 2.4 20 276.93 –0.01 1.68 13.14 9.92 Ecopetrol EC 27.2 5 11.19 –0.81.1479 224.86 147.62 Ferguson FERG 1.6 21 193.65 –2.21 .79 30.32 16.80 GlobalShipLease GSL 5.2 3 28.79 –0.45 .375
4.90 2.77 CherryHillMtg CHMI16.5 dd 3.63 –0.29 .15 286.65 180.37 Curtiss-Wright CW .3 28 270.98 –4.03 .21 12.35 8.26 Ecovyst ECVT ... 14 8.97 +0.14 ... 442.80 285.02 Ferrari RACE ... 52 408.37 –6.28 ... 251.50 151.68 Globant GLOB ... 47 178.26 +6.20 ...
124.72 83.80 ChesapeakeUtil CPK 2.4 22 106.20 +1.16 .64 11.83 6.24 Cushman&Wkfd CWK ... cc 10.40 –0.47 ... 42.16 33.71 EdgewellPersonal EPC 1.5 17 40.19 +0.38 .15 20.53 11.55 FidelisInsurance FIHL 2.5 4 16.31 +0.15 .10 132.00 38.95 GlobeLife GL 1.2 8 82.28 –0.78 .24
171.70 139.62 Chevron CVX 4.2 14 156.42 +1.14 1.63 7.53 3.61 CustomTruck CTOS ... 48 4.35 –0.07 ... 77.04 58.82 EdisonIntl EIX 4.3 32 71.81 +0.17 .78 53.96 34.96 FidNatlFinl FNF 3.9 16 49.42 –0.16 .48 69.12 43.39 GlobusMedical GMED ... cc 68.49 +1.97 ...
39.78 14.69 Chewy CHWY ... cc 27.24 +1.77 ... 60.09 29.99 CustomersBancorp CUBI ... 7 47.98 +2.56 ... 96.12 60.57 EdwardsLife EW ... 40 92.37 +1.47 ... 78.73 46.91 FidNatlInfo FIS 1.9 dd 75.36 –0.60 .36 142.95 69.18 GoDaddy GDDY ... 12 139.71 +2.05 ...
19.47 11.29 ChimeraInvt CIM 10.9 8 12.80 –0.85 .35 D 18.80 8.52 ElancoAnimal ELAN ... dd 14.43 –3.62 ... 2.07 0.45 FinanceofAm FOA ... dd .49 –0.06 ... 18.97 10.31 GoldFields GFI 2.1 19 14.90 +0.22.1717
4.00 1.61 ChinaGreenAg CGA ... dd 2.02 –0.27 ... 136.06 57.38 Elastic ESTC ... cc 113.91 +5.07 ... 6.05 4.22 FinVolution FINV ... 4 4.77 –0.03 ... 15.94 13.35 GoldmanSachsBDC GSBD12.0 8 15.03 –0.60 .45
12.50 7.83 ChinaYuchai CYD 3.1 9 9.10 +0.12 .28 4.22 1.87 DHI Group DHX ... 62 2.09 +0.03 ... 16.70 8.30 EldoradoGold EGO ... 26 14.79 –0.21 ... 65.55 49.55 FirstAmerFin FAF 3.9 26 53.95 +0.13 .53 471.48 289.36 GoldmanSachs GS 2.4 18 452.32 +2.14 2.75
69.26 35.37 Chipotle CMG ... 3 62.65 –1.56 ... 12.80 8.31 DHT DHT 9.1 11 11.57 –0.11 .29 27.86 17.57 ElementSolns ESI 1.2 51 27.12 –0.10 .08 18.62 12.05 FirstBanCorp FBP 3.5 10 18.29 +0.81 .16 40.00 27.36 Gorman-Rupp GRC 2.0 26 36.71 –0.07 .18
136.02 108.91 ChoiceHotels CHH 1.0 25 119.00 +0.94.2875 15.58 9.44 DNOW DNOW ... 6 13.73 +0.42 ... 550.34 412.00 ElevanceHealth ELV 1.2 20 541.86 +7.44 1.63 32.06 22.96 FirstBancshares FBMS 3.8 10 25.98 +2.03 .25 94.77 69.78 Graco GGG 1.3 27 79.28 –0.22 .255
275.41 186.52 Chubb CB 1.4 11 255.08 –9.52 .91 11.98 6.48 DRDGOLD DRD 4.0 10 8.61 –0.20.1058 14.21 10.88 EllingtonFin EFC 12.9 19 12.08 –0.04 .13 15.90 11.16 FirstCmwlthFin FCF 3.8 9 13.81 +0.69 .13 5.32 0.87 GrafTechIntl EAF ... dd .97 –0.06 ...
39.78 35.45 ChunghwaTel CHT ... 26 38.61 +0.13 ... 117.45 90.14 DTE Energy DTE 3.7 18 111.01 +0.10 1.02 17.19 12.44 ElmeComms ELME 4.5 dd 15.93 +0.84 .18 11.47 3.69 FirstFoundation FFWM .6 dd 6.55 +0.99 .01 34.73 12.34 Graham GHM ... 67 28.16 –0.25 ...
110.31 82.25 Church&Dwight CHD 1.1 33 103.68 –5.25.2837 71.85 49.06 DT Midstream DTM 4.0 17 71.03 +1.48 .735 14.91 8.63 EmbotellAndinaA AKO.A 4.6 10 14.42 +0.43.1302 16.28 10.08 FirstHorizon FHN 3.8 11 15.77 +1.10 .15 778.84 551.36 GrahamHoldings GHC 1.0 12 699.55 –11.96 1.72
63.24 39.94 Ciena CIEN ... 46 48.18 –0.27 ... 3.20 0.57 D-WaveQuantum QBTS ... dd 1.14 –0.02 ... 19.61 11.49 EmbotellAndinaB AKO.B 4.2 11 17.20 –0.02.1433 55.23 40.44 FirstIndRlty FR 3.1 22 47.51 +0.24 .37 1034.18 674.41 Grainger GWW .9 25 902.24 –12.82 2.05
365.71 253.95 Cigna CI 1.7 27 330.57 –9.41 1.40 28.89 14.79 DXC Tech DXC ... 52 19.09 +0.35 ... 31.12 12.48 Embraer ERJ ... 18 25.80 –1.83 ... 8.44 4.17 FirstMajSilver AG .3 dd 5.92 –0.23.0037 65.08 33.74 GraniteConstr GVA .8 cc 61.97 –0.50 .13
21.66 13.19 Cinemark CNK ... 15 21.62 +2.14 ... 19.75 11.10 Dana DAN 3.3 cc 12.12 –0.36 .10 7.05 3.65 EmeraldHldg EEX ... dd 5.69 –0.82 ... 40.65 32.18 FirstEnergy FE 4.4 21 38.27 ... .425 6.41 2.77 GranitePointMtg GPMT20.2 dd 2.97 –0.08 .05
64.98 38.17 Citigroup C 3.3 19 63.46 +3.47 .53 269.11 182.09 Danaher DHR .4 42 249.85 –5.11 .27 4.28 1.46 Emeren SOL ... dd 1.50 +0.02 ... 4.51 0.65 FiscalNote NOTE ... dd 1.46 +0.06 ... 8.14 5.20 GraniteRidge GRNT 7.0 14 6.33 +0.34 .11
37.30 22.77 CitizensFin CFG 4.7 13 36.03 +1.26 .42 98.25 62.37 Danaos DAC 3.5 3 92.36 +0.31 .80 8.21 1.42 EmergentBiosol EBS ... dd 6.82 +0.30 ... 159.99 109.12 Fiserv FI ... 28 149.04 –0.75 ... 29.50 20.07 GraphicPkg GPK 1.5 12 26.21 –0.84 .10
3.69 1.78 Citizens CIA ... 6 2.72 –0.41 ... 3.02 0.60 DanimerScientific DNMR ... dd .60 –0.01 ... 116.76 83.10 EmersonElec EMR 1.9 cc 110.16 +1.75 .525 3.74 2.13 FivePoint FPH ... 7 2.93 –0.10 ... 10.69 4.72 GrayTelevision GTN 6.2 dd 5.20 +0.30 .08
6.71 3.46 CityOfficeREIT CIO 8.0 dd 4.98 –0.02 .10 41.43 14.48 DaqoNewEnergy DQ ... 7 14.60 –3.25 ... 10.32 7.25 EmpireStateRealty ESRT 1.5 32 9.38 +0.29 .035 34.49 18.83 FiverrIntl FVRR ... cc 23.43 +1.45 ... 11.00 5.90 GrayTelevision A GTN.A 3.5 dd 9.04 –1.58 .08
28.01 17.98 Civeo CVEO 4.0 12 24.92 +0.98 .25 176.84 133.36 Darden DRI 3.5 18 151.32 –1.96 1.40 46.78 35.43 EmployersHldgs EIG 2.8 9 42.63 +0.56 .30 33.33 24.16 FlexLNG FLNG 11.1 11 27.04 –0.42 .75 7.20 3.11 GreatAjax AJX 6.7 dd 3.57 –0.17 .06
 July 1, 2024 BARRON’S 37

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

61.62 37.31 GreenBrickPtrs GRBK ... 9 57.24 +0.20 ... 553.48 314.11 LennoxIntl LII .9 31 534.98 –8.02 1.15 25.88 14.89 MeridianLink MLNK ... dd 21.36 –0.15 ...
21.37 7.30 GreenDot GDOT ... dd 9.45 –0.03 ... 24.34 12.42 LeviStrauss LEVI 2.5 54 19.28 –3.73 .13 189.96 109.23 MeritageHomes MTH 1.3 8 161.85 +1.63 .75
58.00 32.00 Greenbrier GBX 2.4 15 49.55 –0.74 .30 49.25 2.77 Li-Cycle LICY ... dd 6.53 +1.40 ... 25.34 7.70 MesaRoyalty MTR 4.9 7 8.82 +0.55.0388
12.49 4.68 GreenfireResources GFR ... dd 6.75 +0.72 ... 24.75 13.18 LibertyEnergy LBRT 1.3 8 20.89 +0.88 .07 22.39 16.08 MesabiTrust MSB 7.8 11 17.23 +0.17 .29
6.78 2.38 GreenTree GHG ... 6 2.43 –0.16 ... Don’t You Fret: NYSE Composite breadth rose for a second week 22.41 11.10 LifeTime LTH ... 52 18.83 +0.43 ... 1.70 0.33 MetaData AIU ... 0 .42 –0.02 ...
80.32 60.40 Greif B GEF.B 5.0 10 62.49 –1.62 .78 19.92 4.52 LifezoneMetals LZM ... dd 7.68 –0.37 ... 24.31 18.70 Metallus MTUS ... 12 20.27 –0.68 ...
76.00 56.89 Greif A GEF 3.6 12 57.47 –3.76 .52
even as the S&P 500 fell 0.1% on weakness in Nvidia and other semi- 1.47 0.43 LightInTheBox LITB ... dd .91 +0.08 ... 15.26 9.15 MetalsAcqn MTAL ... dd 13.69 +0.73 ...
17.48 14.49 GreystoneHousing GHI 10.0 8 14.81 –0.24 .37 conductor stocks. Winning NYSE stocks narrowly outpaced losers. 21.71 12.23 Lightspeed LSPD ... dd 13.69 –0.03 ... 34.04 8.54 MethodeElec MEI 5.4 dd 10.35 +0.13 .14
77.99 38.33 Griffon GFF .9 17 63.86 –1.03 .15 915.54 434.34 EliLilly LLY .6 cc 905.38 +21.50 1.30 74.68 56.12 MetLife MET 3.1 24 70.19 –1.08 .545
12.42 4.49 Grindr GRND ... dd 12.24 +2.61 ... Breadth DJIA 33.33 20.85 LincolnNational LNC 5.8 4 31.10 –0.87 .45 57.15 30.20 MetropolitanBk MCB ... 7 42.09 +3.10 ...
323.95 228.84 Group1Auto GPI .6 7 297.28 –0.98 .47 137.31 106.46 Lindsay LNN 1.1 19 122.88 +8.77 .35 1535.86 928.50 Mettler-Toledo MTD ... 39 1397.59 –65.89 ...
615,000 40,150
3.81 1.37 GroveCollab GROV ... dd 1.77 +0.10 ... 2.68 0.84 LionElectric LEV ... dd .91 –0.09 ... 158.46 115.56 MidAmApt MAA 4.1 30 142.61 +1.65 1.47
Breadth 611,601 11.43 6.93 LionsGate A LGF.A ... dd 9.42 +0.82 ... 61.87 33.83 MillerIndustries MLR 1.4 10 55.02 –0.98 .19
197.31 107.25 GpoAeroportuar PAC 3.7 14 155.77 –6.571.943
357.90 165.00 GpoAeroportSur ASR 3.6 14 299.52 –15.665.727 607,600 38,600 10.71 6.63 LionsGate B LGF.B ... dd 8.57 +0.68 ... 87.46 48.61 MineralsTechs MTX .5 29 83.16 –0.71 .10
2.71 2.10 GpoAvalAcc AVAL 6.0 25 2.18 +0.02.0084 331.96 231.36 LithiaMotors LAD .8 7 252.45 +3.75 .53 11.50 6.70 MirionTech MIR ... dd 10.74 –0.06 ...
7.84 1.76 GpoSupervielle SUPV ... 3 6.78 +0.20 ... 600,200 37,050 8.14 3.18 LithiumAmArg LAAC ... 0 3.20 –0.28 ... 10.07 4.80 MisterCarWash MCW ... 31 7.12 –0.10 ...
5.37 2.10 GrupoTelevisa TV 2.8 dd 2.77 +0.01.1056 12.38 2.61 LithiumAmericas LAC ... dd 2.68 –0.17 ... 9.85 4.96 MistrasGroup MG ... dd 8.29 +0.61 ...
35.00 26.29 GuarantyBcshrs GNTY 3.0 13 31.54 +2.06 .24 107.24 76.48 LiveNationEnt LYV ... 90 93.74 +0.78 ... 11.22 7.32 MitsubishiUFJ MUFG 1.9 12 10.80 +1.11.1221
592,800 35,500
33.50 17.92 Guess GES 5.9 6 20.40 –0.12 .30 47.22 25.25 LiveOakBcshs LOB .3 16 35.06 +1.78 .03 4.32 3.04 MizuhoFin MFG 2.4 11 4.23 +0.37.0703
139.91 74.03 Guidewire GWRE ... dd 137.89 +0.59 ... 42.66 26.99 LiveRamp RAMP ... cc 30.94 +0.77 ... 109.53 32.17 ModineMfg MOD ... 33 100.19 +6.16 ...
17.24 9.59 GuildHldgs GHLD .0 36 14.79 –0.29 .50 585,400 33,950 12.50 5.71 LiveWire LVWR ... dd 7.66 +0.44 ... 17.65 10.88 ModivIndl MDV 8.1 dd 14.14 +0.34.0958
165.19 98.69 GulfportEnergy GPOR ... 3 151.00 –1.06 ... 2.87 1.88 LloydsBanking LYG 5.0 7 2.73 –0.04.046 58.67 38.58 Moelis MC 4.2 dd 56.86 +4.20 .60
578,000 32,400 3.71 1.14 loanDepot LDI ... dd 1.65 –0.13 ... 131.19 76.02 MohawkInds MHK ... dd 113.59 +0.59 ...
H 65.00 42.57 Loar LOAR ... cc 53.41 –2.79 ... 423.92 288.79 MolinaHealthcare MOH ... 16 297.30 –10.16 ...
J A S O N D J F M A M J
6.33 1.17 LocalBounti LOCL ... dd 2.79 –0.23 ... 70.90 49.19 MolsonCoorsB TAP 3.5 10 50.83 –0.12 .44
344.20 215.96 HCA Healthcare HCA .8 16 321.28 –17.64 .66 In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we
479.50 393.77 LockheedMartin LMT 2.7 17 467.10 –0.50 3.15 106.82 10.75 MoneyLion ML ... dd 73.54 –0.30 ...
121.57 48.84 HCI Group HCI 1.7 9 92.17 +0.99 .40
plot. Dec. 31, 1985 =1000. 78.55 58.81 Loews L .3 11 74.74 –1.82.0625 49.97 21.96 MontroseEnvl MEG ... dd 44.56 –1.77 ...
71.39 52.16 HDFC Bank HDB .9 20 64.33 +0.92.7008
7.87 5.64 LomaNegra LOMA18.2 11 6.76 –0.09.4648 428.79 298.86 Moody's MCO .8 46 420.93 –0.96 .85
64.16 43.29 HF Sinclair DINO 3.7 7 53.34 –0.01 .50
95.70 49.47 LouisianaPacific LPX 1.3 22 82.33 –3.58 .26 181.77 99.25 Moog A MOG.A .7 28 167.30 –0.71 .28
47.60 27.24 HNI HNI 2.9 33 45.02 +0.76 .33
262.49 181.85 Lowe's LOW 2.1 18 220.46 –8.13 1.15 103.25 69.42 MorganStanley MS 3.5 18 97.19 +1.03 .85
39.52 25.22 HP HPQ 3.1 12 35.02 –1.35.2756 –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. 7.64 2.00 LufaxHolding LU 10.5 dd 2.37 +0.18 .156 42.81 26.67 Mosaic MOS 2.9 12 28.90 +1.10 .21
45.46 35.30 HSBC HSBC 7.0 8 43.50 ... 1.05
41.58 21.64 IDT IDT ... 26 35.92 +0.41 ... 74.66 42.11 KB Home KBH 1.4 9 70.18 –0.36 .25 2.34 0.78 LumenTech LUMN ... dd 1.10 +0.03 ... 391.65 269.65 MotorolaSol MSI 1.0 48 386.05 +0.01 .98
6.84 2.15 HUYA HUYA .0 dd 3.95 –0.09 .64
10.13 2.18 IHS Holding IHS ... dd 3.20 –0.39 ... 68.68 49.37 KBR KBR .9 dd 64.14 +0.05 .15 2.60 1.81 LumentFinance LFT 13.3 8 2.40 –0.12 .08 31.44 23.94 Movado MOV 5.6 14 24.86 +0.03 .35
97.97 70.74 Haemonetics HAE ... 36 82.73 –2.46 ...
18.04 12.45 ING Groep ING 5.9 ... 17.14 +0.52.8205 20.48 12.44 KE Holdings BEKE 2.2 34 14.15 –1.34.3089 14.68 7.55 Luxfer LXFR 4.5 cc 11.59 +0.20 .13 60.31 34.96 MuellerIndustries MLI 1.4 11 56.94 +1.26 .20
8.99 4.74 Hafnia HAFN16.4 6 8.39 +0.43.3443
1.96 0.53 INNOVATE VATE ... dd .60 –0.05 ... 113.91 52.95 KKR KKR .7 24 105.24 –3.58 .175 107.02 87.91 LyondellBasell LYB 5.6 15 95.66 +0.45 1.34 19.43 12.11 MuellerWater MWA 1.4 28 17.92 +0.52.064
10.62 7.52 Hagerty HGTY ... cc 10.40 –0.02 ...
18.71 12.48 Invesco IVZ 5.5 dd 14.96 –0.13 .205 14.12 8.90 KKR RealEstFin KREF11.0 dd 9.05 –0.37 .25 2.16 0.33 MultiPlan MPLN ... dd .39 +0.02 ...
8.96 7.70 Haleon HLN 1.8 29 8.26 –0.31.1064 M
261.73 167.42 IQVIA IQV ... 29 211.44 –4.81 ... 1.59 0.28 KoreGroup KORE ... dd .42 –0.16 ... 49.14 36.34 MurphyOil MUR 2.9 11 41.24 +1.73 .30
43.85 32.35 Halliburton HAL 2.0 12 33.78 +0.14 .17
11.67 5.78 IRSA IRS .0 dd 8.96 +0.04.6302 15.35 11.04 KT KT 4.4 8 13.67 +0.24.1821 156.65 108.53 M&T Bank MTB 3.6 10 151.36 +3.85 1.35 489.89 282.49 MurphyUSA MUSA .4 20 469.46 –10.09 .44
25.24 9.39 HamiltonBeach HBB 2.7 8 17.19 +0.13 .115
140.20 90.83 ITT ITT 1.0 25 129.18 –0.77 .319 354.02 196.99 Kadant KAI .4 31 293.78 +9.61 .32 14.37 5.10 MBIA MBI .0 dd 5.49 –0.018.00 23.63 13.19 MyersIndustries MYE 4.0 13 13.38 –0.66 .135
17.77 12.44 HamiltonIns HG ... 5 16.65 +0.75 ...
4.60 1.99 IamGold IAG ... 13 3.75 +0.05 ... 64.45 47.63 Kellanova K 3.9 22 57.68 +0.20 .60 25.99 18.04 MDU Rscs MDU ... 11 25.10 –0.17 ... N
5.86 3.54 Hanesbrands HBI ... dd 4.93 –0.03 ...
117.59 65.17 Ibotta IBTA ... 44 75.16 +4.94 ... 64.69 38.32 Kemper KMPR 2.1 dd 59.33 +0.41 .31 11.90 8.41 MFA Financial MFA 13.2 dd 10.64 –0.33 .35
33.99 13.22 HannonArmstrong HASI 5.6 14 29.60 –0.77 .415
246.36 183.77 IDEX IEX 1.4 26 201.20 –1.50 .69 30.60 22.08 Kennametal KMT 3.4 17 23.54 –0.15 .20 22.43 15.19 MGIC Investment MTG 2.1 8 21.55 +0.16 .115 38.66 27.26 NACCO Inds NC 3.3 dd 27.67 –2.14.2275
138.30 103.83 HanoverIns THG 2.7 28 125.44 +1.73 .85
3.80 1.68 iHuman IH .0 5 1.79 +0.02 .10 17.43 7.85 Kennedy-Wilson KW 4.9 dd 9.72 –0.01 .12 51.35 34.12 MGM Resorts MGM ... 17 44.44 +2.44 ... 15.49 11.50 N-able NABL ... cc 15.23 +0.44 ...
44.16 25.43 HarleyDavidson HOG 2.1 7 33.54 –0.13.1725
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

271.15 217.50 IllinoisToolWks ITW 2.4 23 236.96 –3.44 1.40 28.99 17.64 KenonHoldings KEN 15.5 dd 24.55 +0.58 3.80 140.73 74.79 M/I Homes MHO ... 7 122.14 +1.69 ... 29.20 18.00 NCR Atleos NATL ... dd 27.02 –0.63 ...
10.25 3.41 HarmonyGold HMY 1.0 12 9.17 +0.15.0779
20.70 13.20 Imax IMAX ... 35 16.77 –0.09 ... 11.10 10.47 KensingtonCapV A KCGI ... 18 11.09 +0.01 ... 29.92 15.71 MinisoGroup MNSO 2.1 16 19.07 –1.63 .29 19.01 10.99 NCR Voyix VYX ... dd 12.35 –0.03 ...
105.20 68.82 HartfordFinl HIG 1.9 11 100.54 –2.40 .47
3.45 1.23 IndContractDrill ICD ... dd 1.30 –0.01 ... 26.66 17.75 Kenvue KVUE 4.4 23 18.18 –0.35 .20 3.58 1.41 MOGU MOGU ... dd 2.40 –0.43 ... 17.62 7.55 NetPower NPWR ... dd 9.83 –0.28 ...
37.05 23.97 HavertyFurn HVT 5.1 9 25.29 +0.28 .32
18.82 11.61 IndepRealty IRT 3.4 dd 18.74 +0.64 .16 15.86 9.10 KeyCorp KEY 5.8 18 14.21 +0.61 .205 42.90 33.82 MPLX MPLX 8.0 11 42.59 +1.17 .85 6.20 3.68 NGL Energy NGL ... dd 5.06 –0.17 ...
40.16 8.74 HawaiianElec HE .0 5 9.02 –0.45 .36
11.67 10.80 InFinTAcqnA IFIN ... 58 11.66 +0.02 ... 172.72 118.57 KeysightTech KEYS ... 30 136.75 –0.25 ... 26.53 12.09 MP Materials MP ... dd 12.73 –0.95 ... 16.18 3.61 NIO NIO ... dd 4.16 –0.14 ...
10.99 10.16 HaymakerAcqnCorp.4 HYAC ... 41 10.51 –0.01 ...
39.80 17.58 Informatica INFA ... dd 30.88 +0.28 ... 74.79 53.75 Kforce KFRC 2.4 22 62.13 +0.16 .38 14.02 8.15 MRC Global MRC ... 16 12.91 +0.78 ... 8.93 4.46 NL Industries NL 5.3 dd 6.03 –0.13 .08
16.04 9.80 Hayward HAYW ... 33 12.30 –0.96 ...
20.74 15.33 Infosys INFY 1.3 24 18.62 +0.56.0959 43.37 26.78 KilroyRealty KRC 6.9 18 31.17 –0.41 .54 196.02 147.35 MSA Safety MSA 1.1 28 187.69 –0.99 .51 44.87 34.38 NNN REIT NNN 5.3 20 42.60 +0.38 .565
20.25 12.77 HealthcareRealty HR 7.5 dd 16.48 +0.43 .31
96.67 59.20 IngersollRand IR .1 45 90.84 –2.05 .02 142.20 116.32 KimberlyClark KMB 3.5 25 138.20 –1.27 1.22 617.39 439.95 MSCI MSCI 1.3 33 481.75 –4.57 1.60 21.91 15.72 NOV NOV 1.2 8 19.01 +1.00 .075
22.38 15.24 HealthpeakProp DOC 6.1 56 19.60 +0.36 .30
66.18 36.66 Ingevity NGVT ... dd 43.71 –0.19 ... 22.84 16.34 KimcoRealty KIM 4.9 37 19.46 +0.48 .24 105.77 75.05 MSC Industrial MSM 4.2 14 79.31 –0.15 .83 87.58 35.98 NRG Energy NRG 2.1 11 77.86 –2.16.4075
6.29 3.33 HeclaMining HL .3 dd 4.85 –0.32.0025
122.18 89.54 Ingredion INGR 2.7 11 114.70 –0.80 .78 20.19 15.89 KinderMorgan KMI 5.8 18 19.87 +0.16.2875 13.95 8.42 MV Oil MVO15.9 6 9.42 +0.22 .33 8211.40 5210.49 NVR NVR ... 16 7588.56 –37.86 ...
232.02 155.42 Heico HEI .1 70 223.61 –3.65 .11
115.75 69.08 InnovativeIndProp IIPR 7.0 19 109.22 +1.49 1.90 41.77 31.31 Kinetik KNTK 7.2 17 41.44 +1.60 .75 6.27 2.05 Mytheresa MYTE ... dd 5.10 +0.17 ... 0.78 0.22 NXGNextGenRt NXG.RT ... ... .55 +0.07 ...
182.10 124.33 Heico A HEI.A .1 56 177.52 –1.21 .11
2.58 0.95 Innovid CTV ... dd 1.85 +0.02 ... 9.48 6.25 KingswayFin KFS ... dd 8.24 +0.07 ... 17.69 9.21 Macerich MAC 4.4 dd 15.44 +0.77 .17 141.47 59.90 NaborsIndustries NBR ... dd 71.16 +3.77 ...
67.31 37.50 HeliosTech HLIO .8 48 47.75 –0.81 .09
123.21 89.73 Insperity NSP 2.6 22 91.21 –3.19 .60 8.40 4.32 KinrossGold KGC 1.4 24 8.32 +0.70 .03 21.19 14.40 MachNaturalRscs MNR 17.9 ... 19.02 –0.01 .75 39.26 28.38 NatlBankHoldings NBHC 2.9 11 39.05 +1.97 .28
12.14 7.24 HelixEnergy HLX ... dd 11.94 +1.35 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

330.00 123.27 InspireMedical INSP ... dd 133.83 –28.63 ... 548.47 325.01 KinsaleCapital KNSL .2 26 385.28 –7.34 .15 22.10 10.54 Macy's M 3.6 cc 19.20 +0.90.1737 57.60 45.32 NationalFuelGas NFG 3.8 11 54.19 –0.44 .515
46.55 32.17 Helm&Payne HP 2.8 10 36.14 +2.16 .17
263.76 106.02 InstalledBldg IBP .7 23 205.68 +7.75 .35 124.92 72.11 Kirby KEX ... 28 119.73 +1.93 ... 41.58 27.55 MSG Ent MSGE ... 29 34.23 +0.60 ... 73.40 55.13 NationalGrid NGG 6.4 16 56.80 –0.332.4939
19.48 6.68 Herbalife HLF ... 8 10.39 –0.79 ...
39.38 26.87 InsteelInds IIIN .4 25 30.96 +0.20 .03 24.26 19.64 KiteRealty KRG 4.4 87 22.38 +0.46 .25 215.79 164.79 MSG Sports MSGS ... cc 188.13 –0.37 ... 68.14 48.51 NatlHealthInv NHI 5.3 22 67.73 +0.98 .90
171.00 100.17 HercHoldings HRI 2.0 11 133.29 –0.90 .665 39.47 21.26 Klaviyo KVYO ... dd 24.89 +2.55 ...
20.57 14.62 HerculesCapital HTGC 7.8 9 20.45 +0.63 .08 28.50 18.98 Instructure INST ... dd 23.41 –0.67 ... 65.27 40.83 MagnaIntl MGA 4.5 12 41.90 –0.32 .475 86.08 70.24 NatlPrestoInds NPK 1.3 17 75.13 +1.67 3.50
83.78 41.53 KnifeRiver KNF ... 22 70.14 +2.07 ... 11.48 4.70 Magnachip MX ... dd 4.87 –0.09 ... 42.95 27.86 NatlStorage NSA 5.4 22 41.22 –1.03 .56
11.23 3.81 HeritageInsurance HRTG ... 4 7.08 –0.12 ... 123.99 69.40 IntegerHoldings ITGR ... 40 115.79 –0.23 ...
60.99 45.55 Knight-Swift KNX 1.3 73 49.92 +1.57 .16 27.33 19.16 MagnoliaOil MGY 1.9 13 25.34 +0.46 .13 25.24 9.62 NaturalGasSvcs NGS ... 26 20.12 +1.21 ...
251.73 178.82 Hershey HSY 3.0 18 183.83 +1.74 1.37 12.42 10.70 IntegratedWellA WEL ... 81 11.58 –0.02 ...
9.11 4.86 KnotOffshore KNOP 1.2 dd 8.77 +1.22 .026 51.10 37.70 MainStreetCap MAIN 5.8 9 50.49 +1.30 .245 21.95 11.85 NaturalGrocers NGVC 1.9 17 21.20 +0.78 .10
167.75 129.12 Hess HES 1.2 23 147.52 +1.34.4375 140.43 104.49 ICE ICE 1.3 31 136.89 –0.95 .45
18.48 12.78 Knowles KN ... 20 17.26 +0.20 ... 25.09 13.50 ManchesterUnited MANU ... dd 16.14 –0.02 ... 102.00 51.00 NaturalResPtrs NRP 3.3 7 89.64 –2.43 .75
37.13 27.57 HessMidstream HESM 7.0 17 36.44 +0.44.6516 112.08 67.09 InterContinentl IHG 1.4 24 105.95 +0.87 1.04
29.43 15.05 KodiakGasSvcs KGS 5.6 31 27.26 +1.16 .38 19.81 10.40 Manitowoc MTW ... 15 11.53 +0.88 ... 7.60 4.80 Natuzzi NTZ ... dd 4.90 –0.10 ...
22.82 14.47 HewlettPackard HPE 2.5 15 21.17 +0.25 .13 30.59 17.94 IntercorpFinSvcs IFS 4.5 10 22.41 +0.33 1.00
29.65 17.68 Kohl's KSS 8.7 9 22.99 +0.12 .50 88.91 67.35 Manpower MAN 4.4 72 69.80 –2.60 1.54 8.48 4.30 NatWest NWG ... 7 8.03 –0.25 ...
79.08 58.81 Hexcel HXL 1.0 54 62.45 –2.60 .15 199.18 131.55 IBM IBM 3.9 20 172.95 +0.49 1.67
28.47 17.16 Philips PHG .0 dd 25.20 –1.05.9154 26.81 17.07 ManulifeFinl MFC 3.3 15 26.62 +0.93.2694 17.82 12.69 Navigator NVGS 1.1 15 17.46 +0.74 .05
28.45 17.06 HighwoodsProp HIW 7.6 22 26.27 +0.31 .50 99.91 62.11 IntlFlavors IFF 1.7 dd 95.21 –0.77 .40
74.90 37.10 KontoorBrands KTB 3.0 17 66.15 –1.39 .50 30.06 21.81 MarathonOil MRO 1.5 12 28.67 +0.91 .11 110.70 81.67 Nelnet NNI 1.1 28 100.86 +0.72 .28
53.67 37.19 Hillenbrand HI 2.2 34 40.02 –1.75.2225 33.99 18.90 IntlGameTech IGT 3.9 19 20.46 +0.04 .20
58.23 32.68 Koppers KOP .8 10 36.99 –1.51 .07 221.11 112.82 MarathonPetrol MPC 1.9 9 173.48 +0.81 .825 5.37 1.47 NerdyA NRDY ... dd 1.67 ... ...
35.66 26.78 Hilltop HTH 2.2 18 31.28 +2.20 .17 47.40 30.78 IntlPaper IP 4.3 81 43.15 –2.93.4625
9.55 5.93 KoreaElecPwr KEP ... 18 7.09 +0.17 ... 44.24 26.81 Marcus&Millichap MMI 1.6 dd 31.52 –0.38 .25 50.00 9.50 NetLeaseOffice NLOP 1.4 dd 24.62 +0.55 .34
49.02 33.14 HiltonGrandVac HGV ... 19 40.43 +0.35 ... 65.94 35.51 IntlSeaways INSW .8 6 59.13 –0.78 1.63
70.78 44.45 KornFerry KFY 2.2 21 67.14 –1.13 .37 16.75 9.56 Marcus MCS 2.5 55 11.37 +0.37 .07 18.97 13.49 Netstreit NTST 5.1 cc 16.10 –0.80 .205
218.58 142.50 Hilton HLT .3 48 218.20 +2.32 .15 40.91 27.20 Interpublic IPG 4.5 10 29.09 –0.37 .33
8.28 5.07 KosmosEnergy KOS ... 12 5.54 +0.26 ... 1.03 0.16 MariaDB MRDB ... dd .53 –0.01 ... 22.00 4.94 NeueHealth NEUE ... dd 5.44 +0.29 ...
9.76 4.30 HimalayaShipping HSHP .0 cc 9.16 +0.58 .04 28.30 17.52 IntrepidPotash IPI ... dd 23.43 –0.01 ... 58.34 42.10 Kroger KR 2.3 17 49.93 –0.28 .32
27.25 22.61 InvenTrust IVT 3.7 cc 24.76 +0.22.2263 17.81 9.18 MarineProducts MPX 5.5 10 10.10 +0.11 .70 26.53 7.85 Nevro NVRO ... dd 8.42 –0.41 ...
25.74 5.65 Hims&HersHealth HIMS ... dd 20.19 –1.96 ... 14.50 6.16 KronosWorldwide KRO 6.1 dd 12.55 –0.59 .19
12.37 6.34 InvescoMtg IVR 17.1 dd 9.37 +0.10 .40 42.88 22.51 MarineMax HZO ... 12 32.37 –0.98 ... 47.63 38.92 NewJerseyRscs NJR 3.9 17 42.74 +0.67 .42
25.49 6.65 Hippo HIPO ... dd 17.19 +1.17 ... 4.07 0.42 KukeMusic KUKE ... dd 1.34 –0.67 ...
36.53 28.49 InvitatHomes INVH 3.1 65 35.89 +0.47 .28 1670.24 1295.65 Markel MKL ... 9 1575.66 +2.71 ... 98.20 39.08 NewOrientalEduc EDU ... 42 77.73 +6.39 ...
8.06 3.16 Holley HLLY ... 23 3.58 +0.01 ... 28.60 11.92 Kyndryl KD ... dd 26.31 +0.79 ...
21.60 6.33 IonQ IONQ ... dd 7.03 +0.27 ... 2.30 0.40 Markforged MKFG ... dd .41 –0.02 ... 14.22 1.70 NY CmntyBcp NYCB 1.2 dd 3.22 +0.16 .01
25.80 19.61 HomeBancShares HOMB 3.0 12 23.96 +0.82 .18
L 133.99 72.78 MarriottVacations VAC 3.5 16 87.32 +2.17 .76 51.98 39.28 NYTimes A NYT 1.0 34 51.21 +0.29 .13
396.87 274.26 HomeDepot HD 2.6 23 344.24 –11.56 2.25 90.40 56.03 IronMountain IRM 2.9 cc 89.62 +0.76 .65
216.89 183.81 Marsh&McLen MMC 1.3 27 210.72 –3.68 .71 650.00 399.46 NewMarket NEU 1.9 12 515.57 –7.25 2.50
37.90 29.05 HondaMotor HMC 3.4 7 32.24 +0.87.5503 7.27 5.12 ItauUnibanco ITUB ... 8 5.84 –0.12 ...
137.07 98.92 LCI Inds LCII 4.1 28 103.38 +2.79 1.05 626.67 389.90 MartinMarietta MLM .5 16 541.80 –2.33 .74 45.92 29.42 Newmont NEM 2.4 dd 41.87 –0.39 .25
39.25 27.81 HoraceMann HMN 4.2 21 32.62 –0.54 .34
JK 6.22 3.45 LG Display LPL ... dd 4.12 +0.31 ... 78.94 47.66 Masco MAS 1.7 16 66.67 –1.17 .29 8.65 4.99 NewparkResources NR ... 45 8.31 +0.41 ...
41.73 28.51 HormelFoods HRL 3.7 22 30.49 –0.15.2825
4.85 1.31 LL Flooring LL ... dd 1.43 +0.09 ... 123.33 44.65 MasTec MTZ ... dd 106.99 –4.64 ... 8.09 4.14 NexaResources NEXA ... dd 7.64 –0.13 ...
165.75 100.08 DR Horton DHI .9 10 140.93 –1.46 .30 18.17 12.63 JBG SMITH Prop JBGS 4.6 dd 15.23 +0.56 .175 11.69 6.74 LSB Inds LXU ... 35 8.18 +0.13 ... 19.07 10.54 MasterBrand MBC ... 10 14.68 –0.23 ... 8.88 4.38 NexGenEnergy NXE ... cc 6.98 +0.08 ...
137.92 94.14 HoulihanLokey HLI 1.7 33 134.86 +5.07 .57 21.75 11.02 JELD-WEN JELD ... 39 13.47 +0.10 ... 35.72 30.30 LTC Properties LTC 6.6 18 34.50 +0.60 .19 490.00 359.77 Mastercard MA .6 35 441.16 –13.69 .66 17.84 12.63 NexPointRealEst NREF14.6 dd 13.72 +0.37 .50
184.42 65.22 Hovnanian HOV ... 5 141.92 –0.14 ... 40.61 18.85 J.Jill JILL .8 10 34.97 +0.88 .07 228.13 160.25 L3HarrisTech LHX 2.1 36 224.58 –0.93 1.16 71.08 49.12 MatadorRscs MTDR 1.3 8 59.60 +2.50 .20 49.87 26.21 NexPointResidentl NXRT 4.7 14 39.51 +2.26.4624
86.72 59.00 HowardHughes HHH ... dd 64.82 +0.12 ... 205.88 135.19 JPMorganChase JPM 2.3 12 202.26 +5.96 1.15 10.75 7.75 LXP Industrial LXP 5.7 cc 9.12 +0.24 .13 145.08 92.23 Materion MTRN .5 27 108.13 +1.43 .135 3.42 1.32 Nextdoor KIND ... dd 2.78 +0.24 ...
85.52 42.94 HowmetAerospace HWM .3 37 77.63 –2.51 .05 156.94 100.18 Jabil JBL .3 10 108.79 –4.40 .08 41.08 26.95 La-Z-Boy LZB 2.1 13 37.28 –0.61 .20 19.34 10.78 Mativ MATV 2.4 dd 16.96 –0.22 .10 80.47 47.15 NextEraEnergy NEE 2.9 19 70.81 –2.00 .515
429.61 248.37 Hubbell HUBB 1.3 27 365.48 –11.91 1.22 81.52 29.29 JacksonFinl JXN 3.8 2 74.26 +1.67 .70 234.09 191.97 Labcorp LH ... 41 203.51 –1.74 ... 133.53 74.04 Matson MATX 1.0 15 130.97 +4.82 .34 86.86 63.58 NicoletBankshares NIC 1.2 13 83.04 +5.18 .28
693.85 407.23 HubSpot HUBS ... dd 589.79 +11.36 ... 154.50 118.08 JacobsSolns J .8 27 139.71 –1.25 .29 12.00 9.08 LadderCapital LADR 8.1 15 11.29 +0.09 .23 23.49 11.58 MauiLand MLP ... dd 22.05 +2.03 ... 123.39 74.55 Nike NKE 2.0 20 75.37 –21.81 .37
10.49 3.94 HudbayMinerals HBM .2 40 9.05 +0.24.0074 41.98 24.28 JamesHardie JHX ... 27 31.54 +1.00 ... 90.65 72.39 Maximus MMS 1.4 22 85.70 –2.67 .30 5.59 1.37 NineEnergy NINE ... dd 1.68 +0.25 ...
117.38 77.41 LambWeston LW 1.7 11 84.08 –0.77 .36
9.86 4.05 HudsonPacProp HPP 4.2 dd 4.81 –0.08 .05 34.96 22.18 JanusHenderson JHG 4.6 13 33.71 –0.23 .39 17.00 9.72 MayvilleEngg MEC ... 41 16.66 +0.90 ... 29.44 22.86 NiSource NI 3.7 19 28.81 +0.49 .265
23.51 17.00 LandBridge LB ... ... 23.15 ... ...
530.54 298.61 Humana HUM .9 23 373.65 +18.17 .885 15.86 9.16 JanusIntl JBI ... 13 12.63 –0.35 ... 91.50 59.12 McCormickVtg MKC.V 2.4 25 69.00 +0.70 .42 15.83 9.50 NoahHoldings NOAH10.8 1 9.65 –0.752.1249
5.60 1.27 Lanvin LANV ... dd 1.79 –0.31 ...
299.50 199.11 HuntingIngalls HII 2.1 14 246.33 –2.58 1.30 50.49 31.38 JefferiesFinl JEF 2.8 27 49.76 +4.01 .35 90.45 59.13 McCormick MKC 2.4 26 70.94 +2.26 .42 55.34 39.47 Noble NE 4.5 14 44.65 +0.18 .50
61.25 42.99 LasVegasSands LVS 1.8 21 44.25 –1.66 .20
29.90 22.14 Huntsman HUN 4.4 dd 22.77 –0.67 .25 46.47 19.93 JinkoSolar JKS 7.1 3 20.72 –2.29 1.50 42.24 25.82 Lazard LAZ 5.2 dd 38.18 +1.78 .50 302.39 245.73 McDonald's MCD 2.6 22 254.84 –4.55 1.67 4.36 2.94 Nokia NOK 3.4 24 3.78 +0.10.0326
161.50 96.77 HyattHotels H .4 24 151.92 +3.46 .15 11.30 4.50 JobyAviation JOBY ... dd 5.10 –0.09 ... 157.91 112.55 Lear LEA 2.7 12 114.21 –1.88 .77 12.50 5.92 McEwenMining MUX ... 6 9.18 –0.37 ... 20.05 13.56 NomadFoods NOMD 3.6 14 16.48 –0.10 .15
2.29 0.52 Hyliion HYLN ... dd 1.62 +0.08 ... 125.88 88.03 JohnBeanTech JBT .4 5 94.97 –4.16 .10 11.54 10.47 LearnCWInvtA LCW ... dd 10.90 –0.01 ... 612.17 395.30 McKesson MCK .4 26 584.04 –19.04 .62 6.62 3.63 Nomura NMR 2.2 16 5.78 +0.17.0955
79.66 38.50 Hyster-Yale HY 2.0 8 69.73 –0.93 .35 175.97 143.13 J&J JNJ 3.4 21 146.16 –2.59 1.24 31.14 10.11 Leggett&Platt LEG 1.7 dd 11.46 –0.62 .05 25.78 7.62 MediaAlpha MAX ... dd 13.17 –3.04 ... 4.83 3.58 NordicAmTankers NAT 10.8 12 3.98 –0.08 .12
I 74.23 47.90 JohnsonControls JCI 2.2 27 66.47 –1.70 .37 151.32 87.61 Leidos LDOS 1.0 63 145.88 –0.69 .38 10.74 2.92 MedicalProp MPW13.9 dd 4.31 –0.49 .15 23.54 12.88 Nordstrom JWN 3.6 12 21.22 –0.08 .19
213.33 119.46 JonesLang JLL ... 33 205.28 –3.39 ... 24.81 10.27 Lemonade LMND ... dd 16.50 +0.40 ... 109.52 18.81 Medifast MED 30.2 4 21.82 +1.79 1.65 263.66 183.09 NorfolkSouthern NSC 2.5 35 214.69 –10.18 1.35
29.17 21.89 ICICI Bank IBN .4 19 28.81 +1.11.1736 10.55 2.23 JumiaTech JMIA ... dd 7.02 –0.15 ... 10.92 4.73 LendingClub LC ... 25 8.46 +0.54 ... 91.00 68.84 Medtronic MDT 3.6 29 78.71 –2.93 .70 26.30 18.30 NorthAmConstr NOA 1.5 15 19.28 +0.24.0732
6.73 4.26 ICL Group ICL 3.6 12 4.28 –0.09.0457 38.04 24.87 JuniperNetworks JNPR 2.4 53 36.46 +0.77 .22 172.59 102.90 Lennar A LEN 1.3 10 149.87 –1.68 .50 134.63 99.14 Merck MRK 2.5 cc 123.80 –6.92 .77 16.36 4.77 NoEuroOil NRT 7.2 14 6.41 +0.68 .20
106.33 86.43 IDACORP IDA 3.6 19 93.15 +0.71 .83 60.14 35.20 KB Financial KB 3.5 7 56.61 +0.93.5727 159.02 94.51 Lennar B LEN.B 1.4 9 139.43 +0.15 .50 59.89 27.27 MercuryGeneral MCY 2.4 14 53.14 +0.69.3175 43.75 31.13 NorthernOil&Gas NOG 4.3 6 37.17 +0.41 .40
 38 BARRON’S July 1, 2024

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.
496.89 414.56 NorthropGrum NOC 1.9 30 435.95 +3.86 2.06 25.21 9.60 Paymentus PAY ... 83 19.00 +0.29 ... 64.18 45.04 RealtyIncome O 6.0 49 52.82 –0.33 .263 38.65 24.99 ShinhanFin SHG 3.5 6 34.81 +0.88.3021 40.92 24.40 SynovusFinl SNV 3.8 14 40.19 +2.83 .38
44.90 34.82 NorthwestNat NWN 5.4 16 36.11 +1.16.4875 19.83 9.25 Paysafe PSFE ... dd 17.68 +0.13 ... 74.90 37.35 Reddit RDDT ... dd 63.89 +6.59 ... 91.57 45.50 Shopify SHOP ... dd 66.05 +1.02 ... 82.89 62.24 Sysco SYY 2.9 17 71.39 –1.96 .51
22.75 12.71 NorwegCruise NCLH ... 29 18.79 +1.50 ... 27.24 20.66 PeabodyEnergy BTU 1.4 6 22.12 +0.25 .075 7.36 2.35 Redwire RDW ... dd 7.17 +1.34 ... 58.42 33.80 Shutterstock SSTK 3.1 15 38.70 +0.69 .30 4.67 1.04 System1 SST ... dd 1.52 +0.01 ...
3.21 1.85 NouveauMonde NMG ... dd 1.88 –0.01 ... 28.96 10.08 PeakstoneRealty PKST 8.5 dd 10.60 –0.27 .225 8.30 5.46 RedwoodTrust RWT 9.9 97 6.49 +0.16 .16 7.78 3.85 Sibanye-Stillwater SBSW 4.1 dd 4.35 –0.40.1102
T
108.78 88.86 Novartis NVS 3.0 14 106.46 +1.243.7772 13.18 10.27 Pearson PSO 2.3 19 12.48 +0.21 .09 183.85 97.18 RegalRexnord RRX 1.0 dd 135.22 –5.90 .35 112.06 64.21 SignetJewelers SIG 1.3 7 89.58 –0.07 .29
148.15 75.56 NovoNordisk NVO .7 49 142.74 +0.78.9293 16.65 11.39 PebblebrookHotel PEB .3 dd 13.75 –0.12 .01 34.60 20.50 RegionalMgmt RM 4.2 12 28.74 +1.29 .30 26.05 ... SilaRealty SILA 7.6 56 21.17 +0.02.1333 15.52 5.67 TAL Education TAL ... ... 10.67 +0.45 ...
13.01 6.61 NuHoldings NU ... 50 12.89 +0.64 ... 15.02 6.70 PediatrixMedical MD ... dd 7.55 –0.45 ... 21.08 13.72 RegionsFinl RF 4.8 11 20.04 +1.11 .24 49.72 38.11 SilganHoldings SLGN 1.8 15 42.33 –1.93 .19 41.03 32.52 TC Energy TRP ... 20 37.90 –0.59 ...
34.32 10.48 NuSkinEnts NUS 2.3 dd 10.54 –1.90 .06 37.67 28.15 PembinaPipeline PBA 5.4 16 37.08 +1.14.4973 213.21 135.07 ReinsGrp RGA 1.7 16 205.27 –1.94 .85 43.95 25.19 SilverBowRscs SBOW ... 5 37.83 +0.38 ... 133.85 89.73 TD Synnex SNX 1.4 16 115.40 –14.57 .40
203.00 140.07 Nucor NUE 1.4 9 158.08 +0.50 .54 7.77 5.85 PennantPark PNNT12.7 8 7.55 +0.06 .08 342.20 237.14 Reliance RS 1.5 13 285.60 +3.70 1.10 11.32 10.10 SilverBoxIIIA SBXC ... 41 10.60 +0.01 ... 153.54 115.00 TE Connectivity TEL 1.7 14 150.43 –1.57 .65
12.40 1.81 NuScalePower SMR ... dd 11.69 +1.67 ... 94.90 62.15 PennyMacFin PFSI .8 33 94.60 +2.26 .20 239.42 174.22 RenaissanceRe RNR .7 5 223.51 –0.76 .39 9.76 4.58 Similarweb SMWB ... dd 7.77 +0.30 ... 17.37 12.35 Tegna TGNA 3.6 5 13.94 +0.53 .125
69.12 47.90 Nutrien NTR 4.2 30 50.91 –0.66 .54 15.89 10.52 PennyMacMtg PMT 11.6 9 13.75 +0.07 .40 34.85 22.99 Renasant RNST 2.9 13 30.54 +1.90 .22 157.82 102.11 SimonProperty SPG 5.3 19 151.80 +5.642.00 19.66 15.10 Telus TU 7.2 40 15.14 –0.62.2836
4.16 0.95 NuvationBio NUVB ... dd 2.92 –0.13 ... 180.84 137.95 PenskeAuto PAG 2.2 10 149.02 –2.16 .96 41.55 23.39 RentokilInit RTO 1.6 32 29.65 +0.38.3784 218.38 123.93 SimpsonMfg SSD .7 21 168.53 –3.10 .28 15.40 5.53 TelusIntl TIXT ... 28 5.78 –0.15 ...
86.57 45.61 nVentElectric NVT 1.0 22 76.61 –1.52 .19 85.84 57.18 Pentair PNR 1.2 20 76.67 –2.80 .23 17.96 8.27 ReposiTrak TRAK .4 55 15.29 +0.34.0165 13.50 8.47 SiriusPoint SPNT ... 7 12.20 –0.53 ... 45.58 35.22 Ternium TX 5.9 11 37.55 +0.82 2.20
348.67 170.59 Penumbra PEN ... 76 179.97 +1.41 ... 196.76 140.23 RepublicSvcs RSG 1.1 34 194.34 +2.49 .535 188.01 116.81 SiteOneLandscape SITE ... 35 121.41 –9.46 ... 162.13 104.91 TFI Intl TFII 1.1 26 145.16 +8.32 .40
O 11.89 10.70 PerceptionCapIV RCFA ... cc 11.33 –0.03 ... 27.61 19.95 SitioRoyalties STR 7.7 dd 23.61 +1.18 .41
23.21 14.20 ResideoTech REZI ... 15 19.56 –0.07 ... 19.14 14.04 TIM TIMB 6.9 12 14.32 –0.24.1154
5.05 1.76 Perfect PERF ... 44 2.02 +0.19 ... 229.97 132.24 ResMed RMD 1.0 29 191.42 –14.41 .48 34.06 18.29 SixFlags SIX ... cc 33.14 +1.68 ... 111.79 82.25 TJX TJX 1.4 27 110.10 –0.91 .375
39.04 25.72 OFGBancorp OFG 2.7 10 37.45 +0.99 .25
78.54 52.92 PerformanceFood PFGC ... 25 66.11 –1.46 ... 83.29 61.77 RestaurantBrands QSR 3.3 18 70.37 +1.13 .58 75.09 45.58 SkechersUSA SKX ... 18 69.12 –3.50 ... 118.04 72.33 TKO TKO .4 dd 107.99 +1.10 3.86
37.30 31.25 OGE Energy OGE 4.7 18 35.70 +0.37.4182
8.18 2.79 PerimeterSolns PRM ... dd 7.83 +0.04 ... 23.19 12.25 Revolve RVLV ... 47 15.91 +0.47 ... 5.74 3.05 SkeenaRscs SKE ... dd 5.37 +0.84 ... 8.96 4.64 TPG RE Fin TRTX 11.1 dd 8.64 +0.10 .24
23.57 10.79 O-I Glass OI ... dd 11.13 +0.03 ...
25.60 10.51 PermianBasin PBT 6.0 18 11.26 +0.51.0727 131.96 79.50 Revvity RVTY .3 74 104.86 –3.12 .07 30.60 5.09 Skillsoft SKIL ... dd 13.83 +3.51 ... 23.56 17.20 TXO Partners TXO 12.9 dd 20.16 –1.66 .65
82.06 55.50 ONE Gas OGS 4.1 16 63.85 +3.71 .66
18.28 10.31 PermianRscs PR 1.5 15 16.15 +0.74 .14 60.79 33.85 RexAmerRscs REX ... 12 45.59 +1.52 ... 13.50 3.96 Skillz SKLZ ... dd 7.18 –0.03 ... 184.86 84.02 TaiwanSemi TSM 1.0 33 173.81 –0.15.4865
83.31 60.52 ONEOK OKE 4.9 19 81.55 +1.67 .99
3.16 1.03 PermianvilleRT PVL 16.0 4 1.04 –0.06.0772 58.02 41.56 RexfordIndlRealty REXR 3.7 41 44.59 +0.07.4175 86.71 52.12 SkylineChamp SKY ... 27 67.75 –3.63 ... 16.39 12.58 TakedaPharm TAK 4.2 40 12.94 +0.34.3005
9.09 5.37 ON24 ONTF ... dd 6.01 +0.16 ...
6.99 3.58 PermRock PRT 10.9 9 3.89 +0.14 .04 11.43 10.69 RigelResourceA RRAC ... 83 11.33 +0.03 ... 25.98 19.00 SmartFinancial SMBK 1.4 15 23.67 +1.68 .08 17.59 10.11 TalosEnergy TALO ... cc 12.15 +0.93 ...
18.41 12.86 Openlane KAR ... dd 16.59 +0.59 ...
40.28 24.82 Perrigo PRGO 4.3 dd 25.68 –0.10 .276 43.28 25.08 RingCentral RNG ... dd 28.20 +0.23 ... 4.12 2.20 SmartRent SMRT ... dd 2.39 +0.04 ... 29.98 21.42 Tanger SKT 4.1 30 27.11 +0.56 .275
71.19 55.12 OccidentalPetrol OXY 1.4 17 63.03 +2.11 .22
17.91 13.02 PetroleoBrasil PBR 16.6 4 14.49 +0.40.2034 75.09 58.27 RioTinto RIO 6.6 11 65.93 –0.47 2.58 49.42 35.52 Smartsheet SMAR ... dd 44.08 +1.39 ... 48.80 25.99 Tapestry TPR 3.3 11 42.79 +1.15 .35
27.46 18.12 OceaneeringIntl OII ... 22 23.66 +1.64 ...
17.32 11.61 PetroleoBrasilA PBR.A17.6 4 13.64 +0.19 .193 6.55 3.48 Riskified RSKD ... dd 6.39 +0.06 ... 89.96 64.14 SmithAO AOS 1.6 21 81.78 –2.36 .32 130.53 74.95 TargaResources TRGP 2.3 26 128.78 +3.68 .75
15.20 3.83 Offerpad OPAD ... dd 4.42 –0.24 ...
37.80 25.20 Pfizer PFE 6.0 dd 27.98 +0.24 .42 11.60 8.87 RithmCapital RITM 9.2 7 10.91 –0.14 .25 32.28 21.53 Smith&Nephew SNN 2.9 41 24.78 –0.54 .462 181.86 102.93 Target TGT 3.0 17 148.04 +1.91 1.12
87.32 54.80 Oil-Dri ODC 1.9 13 64.09 +1.57 .31
104.90 87.23 PhilipMorris PM 5.1 20 101.33 +1.41 1.30 88.39 61.07 RobertHalf RHI 3.3 19 63.98 –1.07 .53 32.82 21.98 SmithDouglas SDHC ... ... 23.38 +0.58 ... 62.64 37.23 TaylorMorrison TMHC ... 8 55.44 +0.13 ...
9.02 3.91 OilStatesIntl OIS ... dd 4.44 +0.18 ...
174.08 94.27 Phillips66 PSX 3.3 11 141.17 +3.08 1.15 47.20 24.88 Roblox RBLX ... dd 37.21 +1.05 ... 153.94 105.69 Smucker SJM 3.9 15 109.04 +0.34 1.06 11.25 5.05 Team TISI ... dd 8.88 +0.28 ...
36.69 20.70 OkeanisEcoTankers ECO .0 6 32.14 –0.22 1.10
3.30 1.10 PhoenixNewMedia FENG ... dd 2.71 +0.34 ... 15.81 7.17 RocketCos. RKT ... cc 13.70 –0.41 ... 17.90 8.28 Snap SNAP ... dd 16.61 +1.10 ... 27.30 16.04 TechnipFMC FTI .8 55 26.15 +1.17 .05
18.80 7.05 Oklo OKLO ... 45 8.47 –0.55 ...
34.98 12.05 Phreesia PHR ... dd 21.20 +0.95 ... 348.52 249.00 Rockwell ROK 1.8 27 275.28 +16.76 1.25 298.49 249.84 Snap-On SNA 2.8 14 261.39 –5.36 1.86 55.13 34.38 TeckResourcesB TECK .8 21 47.90 +0.64.0928
32.26 24.75 OldRepublic ORI 3.4 12 30.90 +0.14 .265
8.05 4.91 PiedmontOfficeA PDM 6.9 dd 7.25 +0.05 .125 48.19 36.54 RogersComm B RCI 4.0 45 36.98 –0.71.3658 237.72 122.60 Snowflake SNOW ... dd 135.09 +7.29 ... 59.76 28.21 Tecnoglass TGLS .9 14 50.18 +7.51 .11
60.60 41.71 Olin OLN 1.7 17 47.15 –1.91 .20
86.03 65.20 PinnacleWest PNW 4.6 17 76.38 +1.77 .88 173.16 105.48 Rogers ROG ... 33 120.61 –0.70 ... 81.50 38.50 SOQUIMICH SQM 3.3 30 40.75 –0.02.5035 9.95 5.70 Teekay TK ... 5 8.97 +0.07 ...
8.84 4.25 Olo OLO ... dd 4.42 –0.04 ...
16.00 2.51 Pinstripes PNST ... dd 2.75 –0.50 ... 50.09 32.19 Rollins ROL 1.2 54 48.79 –0.56 .15 8.48 4.35 SohoHouse SHCO ... dd 5.31 +0.26 ... 74.20 36.54 TeekayTankers TNK 1.5 5 68.81 –0.852.00
34.77 27.53 OmegaHealthcare OHI 7.8 31 34.25 +1.23 .67
45.19 23.59 Pinterest PINS ... cc 44.07 +0.45 ... 109.51 77.90 RoyalBkCanada RY 3.9 13 106.38 +2.751.0358 11.33 6.59 SolarisOilfield SOI 5.6 13 8.58 +0.40 .12 18.98 14.80 TejonRanch TRC ... cc 17.06 +0.46 ...
99.23 72.20 Omnicom OMC 3.1 12 89.70 –0.77 .70
231.50 124.46 PiperSandler PIPR 1.0 39 230.17 +19.39 .60 162.50 78.35 RoyalCaribbean RCL ... 21 159.43 +8.31 ... 13.43 8.83 SolarWinds SWI ... cc 12.05 +0.29 ... 30.41 9.59 TeladocHealth TDOC ... dd 9.78 +0.07 ...
44.30 23.41 OnHolding ONON ... 88 38.80 –0.92 ...
5.78 2.80 PitneyBowes PBI 3.9 dd 5.08 +0.43 .05 40.00 28.34 Rubrik RBRK ... dd 30.66 +2.01 ... 6.67 1.74 SoloBrands DTC ... dd 2.28 +0.12 ... 9.97 4.50 TelecomArgentina TEO ... 22 7.23 +0.34 ...
24.50 17.55 OneLiberty OLP 7.7 17 23.48 –0.32 .45
75.86 44.13 PlanetFitness PLNT ... 42 73.59 +0.86 ... 9.82 2.90 RushStreetInt RSI ... dd 9.59 +0.15 ... 96.05 50.49 Solventum SOLV ... ... 52.88 +0.53 ... 448.19 355.41 TeledyneTech TDY ... 21 387.98 –0.62 ...
4.55 1.58 OneConnectFin OCFT ... dd 1.58 –0.30 ...
3.77 1.67 PlanetLabs PL ... dd 1.86 –0.12 ... 61.29 41.49 RyanSpecialty RYAN .8 cc 57.91 –1.69 .11 64.68 41.19 SonicAutomotive SAH 2.2 11 54.47 –0.27 .30 262.97 177.63 Teleflex TFX .6 34 210.33 +6.93 .34
53.65 35.00 OneMain OMF 8.6 9 48.49 –0.54 1.04
11.75 5.10 PlayAGS AGS ... 88 11.50 –0.03 ... 128.85 82.46 RyderSystem R 2.3 16 123.88 +2.88 .71 34.26 6.89 SonidaSrLiving SNDA ... dd 27.50 +0.82 ... 11.43 8.10 TelefonicaBras VIV 4.6 13 8.21 ....0373
35.79 21.15 Onity ONIT ... 42 23.98 +0.93 ...
25.55 19.21 PlymouthIndREIT PLYM 4.5 50 21.38 +0.26 .24 44.70 19.02 RyersonHolding RYI 3.8 8 19.50 –0.15.1875 61.73 49.98 SonocoProducts SON 4.1 13 50.72 –4.88 .52 4.80 3.72 Telefonica TEF 5.7 dd 4.21 –0.10.1628
238.13 103.94 OntoInnovation ONTO ... 78 219.56 +3.16 ...
138.49 75.54 Polaris PII 3.4 11 78.31 –0.43 .66 100.88 75.11 Sony SONY .5 16 84.95 +4.42.0573 26.85 16.62 TelekmIndonesia TLK 9.0 12 18.70 +1.101.1116
15.43 6.50 Ooma OOMA ... dd 9.93 +1.01 ... 122.91 79.86 RymanHospitality RHP 4.3 21 99.86 +0.24 1.10
49.72 38.01 PortlandGenElec POR 4.6 17 43.24 +0.55 .50 87.77 63.36 SouthState SSB 2.7 12 76.42 +3.59 .52 23.35 7.00 Telephone&Data TDS .8 dd 20.73 +1.80 .04
47.93 32.82 Oppenheimer A OPY 1.3 13 47.91 +1.95 .15 108.17 78.85 PostHoldings POST ... 21 104.16 +0.17 ... S 80.84 61.56 Southern SO 3.7 20 77.57 –0.89 .72 57.13 36.12 TempurSealy TPX 1.1 23 47.34 –1.25 .13
5.34 1.91 OppFi OPFI .0 54 3.39 +0.04 .12 15.70 12.98 PostalRealty PSTL 7.2 cc 13.33 +0.17 .24
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

129.79 67.64 SoCopper SCCO 3.5 36 107.74 –1.38 .80 40.73 28.74 Tenaris TS .0 5 30.52 –0.02 .80
145.32 99.26 Oracle ORCL 1.1 38 141.20 –0.30 .40 25.16 16.15 PowerSchool PWSC ... dd 22.39 +0.03 ... 204.33 126.75 SAP SAP .9 cc 201.71 +7.552.3852 39.53 21.91 SouthwestAir LUV 2.5 46 28.61 +0.25 .18 15.77 5.70 TencentMusic TME .9 30 14.05 +0.04 .137
12.41 9.82 Orange ORAN 6.0 11 9.99 –0.23.4523 77.21 46.29 PrecisionDrilling PDS ... 6 70.34 +3.77 ... 461.16 340.49 S&P Global SPGI .8 50 446.00 +6.78 .91 78.47 56.17 SouthwestGas SWX 3.5 26 70.38 –3.16 .62 142.35 51.04 TenetHealthcare THC ... 5 133.03 –1.22 ...
11.27 5.90 OrchidIsland ORC 17.3 dd 8.34 –0.11 .12 75.31 56.34 PrestigeCnsHlth PBH ... 17 68.85 –0.55 ... 11.67 10.44 SDCLEDGEAcqn SEDA ... dd 11.14 +0.05 ... 7.80 5.60 SouthwesternEner SWN ... dd 6.73 +0.06 ... 124.11 72.81 Tennant TNC 1.1 16 98.44 –0.13 .28
24.08 10.84 Organon OGN 5.4 5 20.70 –0.14 .28 256.56 184.76 Primerica PRI 1.3 14 236.58 +0.70 .75 15.24 9.83 SeacorMarine SMHI ... dd 13.49 +0.63 ... 96.74 65.27 SpectrumBrands SPB 2.0 2 85.93 –3.39 .42 57.73 31.48 Teradata TDC ... 84 34.56 +0.19 ...
36.91 26.68 OriginBancorp OBK 1.9 12 31.72 +1.99 .15 25.61 12.27 PrimoWater PRMW 1.6 38 21.86 –0.29 .09 3.21 1.15 SES AI SES ... dd 1.25 +0.02 ... 51.83 27.02 SphereEnt SPHR ... 3 35.06 +1.78 ... 65.89 43.70 Terex TEX 1.2 7 54.84 +1.34 .17
11.00 2.70 OrionGroup ORN ... dd 9.51 +0.11 ... 56.62 28.89 PrimorisSvcs PRIM .5 19 49.89 –3.70 .06 14.62 9.19 SFL SFL 7.8 ... 13.88 +0.44 .27 19.40 3.27 SpireGlobal SPIR ... dd 10.84 +0.96 ... 1.84 0.62 TerranOrbital LLAP ... dd .82 +0.08 ...
7.07 3.01 OrionOffice ONL 11.1 dd 3.59 +0.18 .10 19.38 11.76 ProAssurance PRA ... dd 12.22 –0.31 ... 14.88 10.88 SITE Centers SITC 3.6 14 14.50 +0.16 .13 66.48 53.77 Spire SR 5.0 15 60.73 +2.13 .755 66.63 50.42 TerrenoRealty TRNO 3.0 31 59.18 +1.22 .45
28.48 19.32 Orion OEC .5 15 21.94 –0.60.0207 83.35 48.11 ProcoreTech PCOR ... dd 66.31 +1.90 ... 73.14 51.17 SJW Group SJW 3.0 20 54.22 +1.88 .40 36.34 14.65 SpiritAeroSys SPR ... dd 32.87 –0.69 ... 6.77 3.12 TetraTech TTI ... 22 3.46 +0.31 ...
113.43 86.05 Orix IX 2.5 11 111.30 +2.761.7998 169.41 141.45 Procter&Gamble PG 2.4 27 164.92 –3.341.0065 22.71 18.52 SK Telecom SKM 5.6 9 20.93 +0.06.3482 19.69 3.18 SpiritAirlines SAVE .0 dd 3.66 –0.22 .10 17.69 7.42 TevaPharm TEVA ... dd 16.25 –0.71 ...
85.82 58.73 OrmatTech ORA .7 32 71.70 –0.65 .12 217.77 111.41 Progressive PGR .2 21 207.71 –1.48 .10 58.54 28.04 SLGreenRealty SLG 5.3 dd 56.64 +1.45 .25 331.08 129.23 Spotify SPOT ... dd 313.79 –3.95 ... 799.46 429.56 TexasPacLand TPL .6 39 734.27 –20.5410.00
23.44 4.72 OscarHealth OSCR ... dd 15.82 –2.24 ... 137.52 96.64 Prologis PLD 3.4 34 112.31 +2.91 .96 53.26 29.51 SM Energy SM 1.7 7 43.23 –4.90 .18 17.14 8.33 Sprinklr CXM ... 46 9.62 +0.89 ... 97.34 66.43 Textron TXT .1 18 85.86 –0.88 .02
127.98 84.60 Oshkosh OSK 1.7 10 108.20 +0.65 .46 5.28 3.15 PropertyGuru PGRU ... dd 4.85 –0.27 ... 9.50 0.75 SOS SOS ... dd .84 +0.04 ... 47.30 28.04 Sprott SII 2.4 24 41.39 –1.26 .25 603.82 415.60 ThermoFisher TMO .3 35 553.00 –11.60 .39
4.81 1.70 OsiskoDevelopment ODV ... dd 1.86 –0.11 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

11.37 6.99 ProPetro PUMP ... 13 8.67 +0.24 ... 146.50 76.61 SPX Tech SPXC ... 43 142.14 –2.17 ... 8.40 2.94 SprucePower SPRU ... dd 3.65 +0.47 ...
17.37 11.24 OsiskoGold OR 1.2 dd 15.58 –0.85.0452 35.93 23.76 Thermon THR ... 20 30.76 +1.91 ...
68.88 49.60 ProsperityBcshs PB 3.7 14 61.14 +2.35 .56 39.61 31.69 STAG Indl STAG 4.1 36 36.06 +0.60.1233 44.29 26.70 Squarespace SQSP ... dd 43.63 –0.09 ...
100.84 73.32 OtisWorldwide OTIS 1.6 28 96.26 +0.34 .39 176.03 117.46 ThomsonReuters TRI 1.3 32 168.57 +3.35 .54
41.87 23.01 ProtoLabs PRLB ... 40 30.89 +0.82 ... 72.50 55.60 SabineRoyalty SBR 8.9 11 64.69 +1.77.5376 65.99 45.93 St.Joe JOE .9 39 54.70 +1.42 .12
14.17 3.67 Ouster OUST ... dd 9.83 –0.37 ... 129.31 84.55 ThorIndustries THO 2.1 19 93.45 +2.56 .48
19.62 13.07 ProvidentFinSvcs PFS 6.7 9 14.35 +0.86 .24 15.80 10.11 SableOffshoreA SOC ... dd 15.07 +0.63 ... 41.71 27.14 StandardMotor SMP 4.2 10 27.73 –1.01 .29
17.02 8.18 OutfrontMedia OUT 8.4 dd 14.30 +0.71 .30 11.09 2.97 3D Systems DDD ... dd 3.07 –0.45 ...
121.40 87.57 PrudentialFinl PRU 4.4 20 117.19 –0.54 1.30 6.33 2.97 SafeBulkers SB 3.4 9 5.82 +0.03 .05 184.18 130.04 StandexIntl SXI .7 26 161.15 –0.20 .30 106.04 71.35 3M MMM 2.7 dd 102.19 –0.20 1.51
8.50 3.95 OverseasShip OSG 2.8 10 8.48 +0.01 .06 28.59 17.12 Prudential PUK ... 15 18.32 +0.31 ... 26.33 15.00 Safehold SAFE 3.7 dd 19.29 +0.34 .177 104.21 76.26 StanleyBlackDck SWK 4.1 dd 79.89 –4.45 .81 111.42 50.82 Tidewater TDW ... 38 95.21 +0.90 ...
55.95 36.27 Ovintiv OVV 2.6 7 46.87 +0.82 .30 75.82 53.71 PublicServiceEnt PEG 3.3 20 73.70 +0.69 .60 318.71 193.68 Salesforce CRM .6 46 257.10 +12.04 .40 87.53 59.55 Stantec STN .7 36 83.55 +1.70.1548 9.50 4.85 Tilly's TLYS ... dd 6.03 +1.03 ...
28.35 13.26 Owens&Minor OMI ... dd 13.50 –3.47 ... 312.25 233.18 PublicStorage PSA 4.2 26 287.65 –3.403.00 13.91 7.21 SallyBeauty SBH ... 7 10.73 +0.45 ... 22.29 17.07 StarwoodProp STWD10.1 14 18.94 –0.40 .48 95.08 65.71 Timken TKR 1.7 15 80.13 –1.73 .34
184.00 109.95 OwensCorning OC 1.4 14 173.72 –3.98 .60 122.72 68.80 PulteGroup PHM .7 9 110.10 –1.47 .20 42.28 21.48 Samsara IOT ... dd 33.70 +4.38 ... 79.90 62.78 StateStreet STT 3.7 14 74.00 +1.76 .69 15.33 6.71 TItanIntl TWI ... 8 7.41 +0.20 ...
7.50 3.05 Owlet OWLT ... dd 4.12 –0.12 ... 70.41 31.00 PureStorage PSTG ... cc 64.21 –0.27 ... 8.21 3.59 SanJuanBasin SJT 8.4 10 4.06 +0.28.0229 48.00 33.12 SteelPartners SPLP ... 6 37.23 +0.17 ... 27.90 13.77 Toast TOST ... dd 25.77 +0.23 ...
113.88 82.33 OxfordIndustries OXM 2.7 41 100.15 –0.32 .67 11.54 0.04 PyrophyteAcqn PHYT ... 83 11.44 –0.01 ... 17.19 11.51 SandRidgeEnergy SD 3.2 10 12.93 +0.06 .11 14.54 7.38 Steelcase SCS 3.1 17 12.96 –0.33 .10 135.37 68.08 TollBros TOL .8 8 115.18 –1.94 .23
PQ 64.17 28.91 Q2 QTWO ... dd 60.33 +3.17 ... 6.07 3.96 SandstormGold SAND 1.1 76 5.44 +0.03.0146 29.51 17.19 Stellantis STLA 8.3 3 19.85 –0.651.6517 34.93 28.13 TootsieRoll TR 1.1 23 30.57 +2.44 .09
49.18 35.81 Qiagen QGEN .0 27 41.09 –0.77 1.28 27.95 22.35 SaratogaInvt SAR 12.8 32 22.70 –0.11 .74 29.04 20.32 StellarBancorp STEL 2.3 10 22.96 +1.45 .13 452.87 217.08 TopBuild BLD ... 19 385.27 –3.11 ...
31.76 22.61 PACS Group PACS ... ... 29.50 –0.05 ... 6.75 3.74 QuadGraphics QUAD 3.7 dd 5.45 +0.09 .05 14.26 6.22 Sasol SSL 6.6 33 7.61 –0.03.5248 7.79 1.07 Stem STEM ... dd 1.11 –0.02 ... 20.75 9.84 TopgolfCallaway MODG ... 43 15.30 +0.07 ...
62.88 39.18 PBF Energy PBF 2.1 3 46.02 +2.26 .25 221.94 138.67 QuakerHoughton KWR 1.1 26 169.70 +2.05 .455 41.04 33.56 SaulCenters BFS 6.4 21 36.77 +0.51 .59 96.97 63.60 Stepan SCL 1.8 51 83.96 +1.20 .375 106.68 77.15 Toro TTC 1.5 37 93.51 –2.01 .36
18.95 14.71 PG&E PCG .2 16 17.46 –0.20 .01 39.31 24.97 QuanexBldg NX 1.2 11 27.65 –1.05 .08 26.88 10.16 SaversValue SVV ... 30 12.24 +0.30 ... 254.00 195.47 Steris STE .9 58 219.54 +1.42 .52 66.15 53.52 TorontoDomBk TD 5.4 12 54.96 +0.94 .746
46.08 23.46 PHINIA PHIN 2.5 17 39.36 –0.44 .25 286.87 153.74 QuantaServices PWR .1 49 254.09 –19.91 .09 62.12 42.61 Schlumberger SLB 2.3 16 47.18 +1.52 .275 36.30 16.56 Stevanato STVN .3 33 18.34 +0.55.0573 7.80 1.21 Torrid CURV ... 66 7.49 +0.50 ...
3.89 2.92 PHX Minerals PHX 3.7 28 3.26 +0.13 .03 13.86 4.67 QuantumScape QS ... dd 4.92 ... ... 31.74 20.50 SchneiderNatl SNDR 1.6 27 24.16 +1.40 .095 66.66 38.40 StewartInfo STC 3.1 41 62.08 +0.61 .475 11.43 10.35 TortoiseEcoIII A TRTL ... 44 10.92 +0.01 ...
109.53 67.06 PJT Partners PJT .9 29 107.91 +1.61 .25 2.60 1.52 Qudian QD ... dd 1.98 +0.11 ... 79.49 48.66 SchwabC SCHW 1.4 31 73.69 +0.35 .25 84.25 54.81 StifelFinancial SF 2.0 19 84.15 +3.89 .42 74.97 54.94 TotalEnergies TTE ... 7 66.68 +0.92 ...
30.39 19.02 PLDT PHI 4.9 11 24.56 +1.16.8233 145.62 119.59 QuestDiag DGX 2.2 18 136.88 –2.08 .75 84.67 40.34 ScorpioTankers STNG 2.0 8 81.29 –0.81 .40 55.85 37.21 STMicroelec STM .8 10 39.28 –1.51 .09 13.57 8.00 TownsquareMedia TSQ 7.2 dd 10.96 +1.01.1975
162.24 109.40 PNC Finl PNC 4.0 13 155.48 +2.28 1.55 77.95 43.67 ScottsMiracleGro SMG 4.1 dd 65.06 –1.98 .66 24.51 14.63 Stoneridge SRI ... dd 15.96 +0.33 ... 255.23 157.50 ToyotaMotor TM 2.1 8 204.97 +11.392.8605
R
45.94 34.63 PNM Resources PNM 4.2 41 36.96 +0.70.3875 8.23 3.71 ScullyRoyalty SRL ... cc 7.12 +0.82 ... 73.33 35.61 Stride LRN ... 17 70.50 +0.82 ... 6.70 1.97 Traeger COOK ... dd 2.40 –0.10 ...
133.09 64.99 POSCO PKX 2.4 19 65.74 –0.76.4726 299.25 203.65 RBC Bearings RBC ... 42 269.78 –5.02 ... 76.60 34.35 Sea SE ... cc 71.42 –4.00 ... 361.41 249.98 Stryker SYK .9 39 340.25 –2.39 .80 345.46 184.02 TraneTech TT 1.0 35 328.93 –5.19 .84
152.89 120.33 PPG Ind PPG 2.1 21 125.89 –2.70 .65 81.74 55.54 RB Global RBA 1.4 46 76.36 –1.24 .27 16.71 9.31 SeabridgeGold SA ... dd 13.69 –0.76 ... 9.11 4.22 StudioCity MSC ... dd 5.85 –1.13 ... 10.40 5.94 Transalta TAC 2.3 5 7.08 +0.06.0438
29.89 22.20 PPL PPL 3.7 27 27.65 –0.31.2575 46.30 31.38 RELX RELX 1.6 39 45.88 +0.28.2195 53.58 38.60 Seadrill SDRL ... 13 51.50 +3.02 ... 56.20 40.67 SturmRuger RGR 2.2 18 41.65 +0.83 .16 43.40 27.04 TrancntlRlty TCI ... 48 27.73 –1.02 ...
44.81 26.39 ProgHoldings PRG 1.4 14 34.68 –0.62 .12 20.48 6.94 RE/MAX RMAX11.4 dd 8.10 –0.12 .23 47.12 28.50 SealedAir SEE 2.3 14 34.79 –1.19 .20 22.33 14.42 SuburbanPropane SPH 6.8 11 18.99 +0.47 .325 1369.58 802.46 TransDigm TDG .0 51 1277.61 –43.4835.00
40.99 26.31 PROS PRO ... dd 28.65 +0.07 ... 28.59 12.51 REV REVG .8 6 24.89 –1.01 .05 35.79 21.28 SelectMedical SEM 1.4 17 35.06 +1.07 .125 13.42 8.55 SumitomoMits SMFG 2.2 13 13.41 +0.88 .182 8.88 4.45 Transocean RIG ... dd 5.35 +0.20 ...
35.57 2.86 PSQ PSQH ... dd 3.77 +0.77 ... 406.38 207.26 RH RH ... 68 244.44 +28.47 ... 10.99 6.78 SelectWater WTTR 2.1 17 10.70 +0.50 .06 6.98 5.31 SummitHotelProp INN 5.3 dd 5.99 +0.15 .08 20.59 9.50 TransportadGas TGS ... 35 18.98 +0.54 ...
13.41 7.08 P10 PX 1.6 dd 8.48 +0.24 .035 149.20 125.77 RLI RLI .8 19 140.69 –0.61 .29 3.36 1.03 SelectQuote SLQT ... dd 2.76 –0.02 ... 44.89 29.98 SummitMaterials SUM ... 16 36.61 +0.91 ... 82.75 42.09 TransUnion TRU .6 dd 74.16 +0.39 .105
141.15 69.27 PVH PVH .1 9 105.87 –8.56.0375 12.39 9.07 RLJ Lodging RLJ 4.2 34 9.63 +0.03 .10 78.83 63.75 Sempra SRE 3.3 17 76.06 +0.79 .62 36.78 13.00 SummitMidstream SMLP ... 5 35.56 –0.34 ... 49.02 32.10 Travel+Leisure TNL 4.4 8 44.98 +0.83 .50
191.39 127.70 PackagingCpAm PKG 2.7 23 182.56 –0.77 1.25 2.40 1.39 RLX Tech RLX .4 24 1.84 –0.01.008 16.42 7.36 Semrush SEMR ... cc 13.39 +0.31 ... 141.52 102.74 SunComms SUI 3.1 cc 120.34 +2.82 .94 232.75 157.33 Travelers TRV 2.1 15 203.34 –6.46 1.05
26.70 17.92 PagerDuty PD ... dd 22.93 +1.53 ... 9.41 5.97 RPC RES 2.6 9 6.25 +0.12 .04 15.25 9.21 SendasDistrib ASAI ... 18 9.30 –0.65 ... 55.46 44.57 SunLifeFinancial SLF 4.7 13 48.99 +0.52.5771 7.17 3.98 Tredegar TG ... dd 4.79 +0.02 ...
14.98 6.93 PagSeguroDig PAGS ... 11 11.69 +0.55 ... 120.74 85.81 RPM RPM 1.7 25 107.68 –3.71 .46 47.41 30.56 SensataTech ST 1.3 dd 37.39 –0.62 .12 11.48 7.67 SunCokeEnergy SXC 4.1 14 9.80 +0.21 .10 53.00 33.28 TreeHouseFoods THS ... 93 36.64 +0.17 ...
27.50 13.68 PalantirTech PLTR ... cc 25.33 +1.49 ... 108.65 68.56 RTX RTX 2.5 39 100.39 –5.22 .63 78.77 52.90 SensientTech SXT 2.2 35 74.19 –0.29 .41 41.50 28.26 SuncorEnergy SU 4.2 9 38.10 +1.42.3843 101.91 53.59 Trex TREX ... 32 74.12 –3.89 ...
52.17 32.91 PampaEnergia PAM ... 6 44.26 +0.29 ... 26.22 16.94 RXO RXO ... dd 26.15 +5.94 ... 30.76 13.87 SentinelOne S ... dd 21.05 +2.72 ... 12.55 3.50 SunlandsTech STG ... 1 7.85 +0.48 ... 40.98 24.18 TriPointe TPH ... 10 37.25 +0.11 ...
22.75 12.16 PanAmerSilver PAAS 2.0 dd 19.88 –0.44 .10 33.69 24.34 RadianGroup RDN 3.2 8 31.10 +0.14 .245 2.97 0.34 SequansComms SQNS ... ... .50 +0.01 ... 24.56 3.37 SunnovaEnergy NOVA ... dd 5.58 –0.46 ... 134.67 90.55 TriNet TNET 1.0 16 100.00 –3.35 .25
40.70 23.78 ParPacific PARR ... 3 25.25 +1.43 ... 2.52 1.41 Rafael RFL ... dd 1.44 +0.01 ... 9.92 4.37 SeritageGrowth SRG ... dd 4.67 +0.03 ... 64.89 43.11 Sunoco SUN 6.2 13 56.54 +0.41.8756 32.00 20.04 TrinityIndustries TRN 3.7 20 29.92 –0.74 .28
50.00 28.21 ParTechnology PAR ... dd 47.09 +4.45 ... 192.03 108.60 RalphLauren RL 1.9 18 175.06 –7.55 .825 75.97 52.89 ServiceIntl SCI 1.7 20 71.13 –2.15 .30 11.59 8.61 SunstoneHotel SHO 2.9 12 10.46 +0.33 .09 18.63 2.30 Trinseo TSE 1.7 dd 2.31 –0.18 .01
18.50 5.55 Paragon28 FNA ... dd 6.84 +1.10 ... 39.33 27.60 RangeResources RRC 1.0 17 33.53 +0.06 .08 815.32 527.24 ServiceNow NOW ... 84 786.67 +37.34 ... 3.98 2.63 SuperGroup SGHC .0 ... 3.23 +0.02 .10 18.08 11.75 TripleFlagPrecMtl TFPM 1.3 84 15.50 +0.46.0525
5.92 4.06 ParamountGroup PGRE 3.0 dd 4.63 +0.14 .035 14.64 9.27 RangerEnergySvcs RNGR 1.9 16 10.52 +0.28 .05 70.84 39.27 ServisFirst SFBS 1.9 17 63.19 +4.45 .30 4.57 2.49 SuperiorIndsIntl SUP ... dd 3.25 +0.09 ... 12.70 7.91 TriplePtVent TPVG19.9 dd 8.03 –0.26 .40
16.96 13.03 ParkAerospace PKE 3.7 37 13.68 +0.20 .125 8.29 2.63 Ranpak PACK ... dd 6.43 +0.25 ... 111.29 52.79 ShakeShack SHAK ... cc 90.00 +0.99 ... 5.00 0.22 SurfAirMobility SRFM ... dd .38 –0.04 ... 11.19 10.46 TristarAcqnI TRIS ... 42 11.15 +0.05 ...
18.05 11.05 ParkHotels PK 5.3 34 14.98 +0.16 .25 131.19 91.67 RaymondJames RJF 1.5 15 123.61 +2.92 .45 80.81 25.84 SharkNinja SN .0 56 75.15 –3.94 1.08 12.98 8.78 Suzano SUZ 1.7 7 10.27 +1.26.3429 17.27 7.00 TriumphGroup TGI ... dd 15.41 +0.31 ...
570.15 362.49 ParkerHannifin PH 1.3 24 505.81 +1.65 1.63 6.20 2.66 RayonierAdvMatls RYAM ... dd 5.44 –0.15 ... 74.61 58.14 Shell SHEL 3.7 13 72.18 +2.24 .688 36.72 8.64 Sweetgreen SG ... dd 30.14 +1.03 ... 20.70 10.08 Tronox TROX 3.2 dd 15.69 –2.10 .125
85.44 46.85 Parsons PSN ... cc 81.81 +3.72 ... 35.29 24.84 Rayonier RYN 3.9 26 29.09 –1.03 .285 348.37 232.06 SherwinWilliams SHW 1.0 32 298.43 –2.83 .715 72.48 37.59 Sylvamo SLVM 2.6 15 68.60 +2.05 .45 19.06 9.95 TrueBlue TBI ... dd 10.30 –0.06 ...
374.04 139.69 PaycomSoftware PAYC 1.0 17 143.04 –4.36 .375 11.97 7.93 ReadyCapital RC 14.7 5 8.18 –0.29 .30 92.30 42.91 Shift4Paymts FOUR ... 49 73.35 +2.21 ... 47.24 27.30 SynchronyFinl SYF 2.1 7 47.19 +2.72 .25 40.51 26.57 TruistFinl TFC 5.4 dd 38.85 +2.06 .52
 July 1, 2024 BARRON’S 39

D ATA NYSE NASDAQ ISSUES B A R R ON S .C OM / D ATA

–52-Week– Tick Div –52-Week– Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
+0.90 .60
Five-Day Nasdaq Composite
31.48 17.06 TsakosEnergy TNP 4.1 6 29.28 62.87 40.00 VitalEnergy VTLE ... 2 44.82 +2.04 ... A
5.91 0.61 Tupperware TUP ... dd 1.40 +0.17 ... 25.68 19.63 VitesseEnergy VTS 8.5 30 23.70 +0.51 .525
96.34 52.24 AAON AAON .4 41 87.24 +7.96 .08
8.02 3.52 TurkcellIletism TKC 2.2 14 7.58 +0.04.2216 45.62 28.85 Vontier VNT .3 14 38.20 –1.34 .025
33.99 14.55 AcadiaPharm ACAD ... dd 16.25 +0.95 ...
34.71 19.67 TurningPoint TPB .9 14 32.09 –0.14 .07 32.21 16.85 VornadoRealty VNO .0 cc 26.29 +0.48 .30
29.88 3.67 ACELYRIN SLRN ... dd 4.41 +0.33 ...
23.19 6.59 TutorPerini TPC ... dd 21.78 +0.10 ... 77.00 63.02 VoyaFinancial VOYA 2.2 10 71.15 –1.70 .40
39.61 19.56 ACI Worldwide ACIW ... 30 39.59 +2.45 ...
Debateable: Trump Media shares gained 18% as Biden’s faltering de-
2.50 1.40 Tuya TUYA ... dd 1.71 –0.01 ... 276.58 190.51 VulcanMatls VMC .7 36 248.68 +0.87 .46
78.16 49.86 Twilio TWLO ... dd 56.81 +2.09 ...
5.14 2.20 AC Immune ACIU ... dd 3.99 –0.06 ... bate performance capped the week. The Nasdaq Composite Index
W 34.40 11.82 ACM Research ACMR ... 18 23.06 +0.34 ...
14.59 9.83 TwoHarbors TWO13.6 8 13.21 –0.01 .45
19.62 12.84 ACV Auctions ACVA ... dd 18.25 +0.51 ... ended Friday at 17,733—up 0.2% for the week. It’s up 18% this year.
506.07 361.16 TylerTech TYL ... cc 502.78 +13.64 ... 4.51 1.99 W&T Offshore WTI 1.9 dd 2.14 +0.02 .01 11.27 3.06 ADMA Biologics ADMA ... dd 11.18 +0.18 ...
62.04 44.94 TysonFoods TSN 3.4 dd 57.14 +0.84 .49 93.37 75.13 WEC Energy WEC 4.3 17 78.46 +0.23 .835 Monday Tuesday Wednesday Thursday Friday
10.96 4.34 Adtran ADTN 6.8 dd 5.26 –0.03 .09
U 244.04 161.95 WEX WEX ... 29 177.14 +3.31 ... 14.60 10.41 AFC Gamma AFCG15.7 23 12.20 –0.28 .48
24.63 9.65 WKKellogg KLG 3.9 12 16.46 –0.58 .16 10.64 6.81 AGNC Invt AGNC15.1 11 9.54 –0.22 .12 17,950
32.13 19.26 UBS Group UBS 2.4 3 29.54 –0.70 .70 75.12 39.85 WNS WNS ... 19 52.50 –0.55 ... 17.83 3.94 AlxOncology ALXO ... dd 6.03 –0.53 ...
44.02 30.95 UDR UDR 4.1 30 41.15 +0.43 .425 71.84 50.28 W.P.Carey WPC 6.3 21 55.05 –0.07 .87 20.97 8.84 AMC Networks AMCX ... 3 9.66 –1.28 ...
27.78 20.19 UGI UGI 6.6 dd 22.90 +0.14 .375 57.30 41.13 WPP WPP 5.4 73 45.78 –1.98.244 56.54 41.97 Amerisafe AMSF 3.4 14 43.89 +1.28 .37 17,825
73.03 48.07 U-Haul UHAL ... 20 61.73 –1.31 ... 30.07 20.09 WabashNational WNC 1.5 5 21.84 +0.85 .08 42.48 23.14 A-MarkPrecMet AMRK 2.5 10 32.37 –1.07 .20
71.52 45.83 U-Haul N UHAL.B .3 20 60.02 –0.40 .05 170.83 98.70 Wabtec WAB .5 31 158.05 –2.98 .20 13.10 1.54 ANEWMEDICAL WENA ... cc 2.48 +0.14 ...
43.85 33.15 UL Solutions ULS 1.2 32 42.19 +0.34 .125 113.67 62.51 Walker&Dunlop WD 2.6 36 98.20 +2.87 .65 70.81 48.20 ANI Pharm ANIP ... 38 63.68 +5.15 ...
16.85 13.26 UMH Prop UMH 5.4 dd 15.99 +0.48 .215 5.10 1.21 Wallbox WBX ... dd 1.31 ... ... 364.31 258.01 Ansys ANSS ... 65 321.50 –3.85 ... (Previous Friday Close)
17,700
54.93 41.43 Unitil UTL 3.3 17 51.79 +2.33 .425 69.04 49.85 Walmart WMT 1.2 29 67.71 –0.20.2075 22.22 1.91 AN2 Therap ANTX ... dd 2.15 +0.04 ...
28.47 19.40 USA Compression USAC 8.8 59 23.73 –0.13 .525 17.95 9.83 WarbyParker WRBY ... dd 16.06 +0.40 ... 46.15 27.17 APA APA 3.4 3 29.44 +1.35 .25
69.60 41.45 UsanaHealth USNA ... 14 45.24 –0.33 ... 73.08 37.28 WarriorMetCoal HCC .5 8 62.77 +1.27 .08 18.75 10.27 ARKRestaurants ARKR 5.7 dd 13.11 –0.89.1875 17,575
60.14 15.64 US Cellular USM ... 81 55.82 +2.85 ... 177.25 126.12 WasteConnections WCN .7 57 175.36 +0.75 .285 11.27 2.55 ARS Pharm SPRY ... dd 8.51 +0.34 ...
55.98 35.66 US Foods USFD ... 26 52.98 –0.46 ... 214.54 149.71 WasteMgt WM 1.4 35 213.34 +4.35 .75 1077.22 564.00 ASML ASML .5 52 1022.73 –13.871.6144 -192.54 +220.84 +87.50 +53.53 -126.08
124.11 78.08 US PhysTherapy USPH 1.9 75 92.42 +0.29 .44 2.20 0.94 Waterdrop WDH .0 16 1.13 –0.04 .032 12.02 10.48 A SPAC II ASCB ... 57 11.20 ... ...
0.99 0.01 A SPAC II Rt ASCBR ... ... .07 ... ...
17,450
16.03 10.09 US Silica SLCA ... 10 15.45 +0.21 ... 367.21 231.90 Waters WAT ... 28 290.12 –0.15 ...
7.79 4.49 UWM UWMC 5.8 dd 6.93 –0.04 .10 493.65 337.58 Watsco WSO 2.3 36 463.24 –8.91 2.70 12.45 1.97 AST Space ASTS ... dd 11.61 +1.53 ... 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4
82.14 40.09 Uber UBER ... cc 72.68 +2.47 ... 219.52 167.87 WattsWater WTS .9 23 183.37 –2.29 .43 1.65 0.78 ATA Creativity AACG ... dd .82 ... ...
189.33 103.00 Ubiquiti UI 1.6 25 145.66 +2.17 .60 90.71 38.37 Wayfair W ... dd 52.73 +0.48 ... 2.85 1.02 ATAI Life ATAI ... dd 1.33 –0.01 ... 52-Week Tick Div 52-Week Tick Div
27.87 11.07 UiPath PATH ... dd 12.68 +0.72 ... 13.80 6.67 WeaveComms WEAV ... dd 9.02 +0.08 ... 39.88 18.20 ATN Intl ATNI 4.2 dd 22.80 +0.86 .24 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
6.35 3.40 UltraparPart UGP 3.0 8 3.91 –0.11.0723 53.39 36.36 WebsterFin WBS 3.7 9 43.59 +2.73 .40 5.64 1.89 AXT AXTI ... dd 3.38 –0.22 ... 12.00 10.72 AlphaStarAcqn ALSA ... 35 11.53 +0.09 ... 4.45 0.94 ArgoBlockchain ARBK ... dd 1.15 +0.08 ...
9.50 6.18 UnderArmour A UAA ... 13 6.67 –0.32 ... 71.42 58.87 WeisMarkets WMK 2.2 17 62.77 –0.42 .34 8.05 2.71 AbCelleraBio ABCL ... dd 2.96 +0.06 ... 0.49 0.01 AlphaStarRt ALSAR ... ... .10 –0.04 ... 19.81 7.56 Arhaus ARHS .0 22 16.94 –0.15 .50
8.99 5.86 UnderArmour C UA ... 13 6.53 –0.33 ... 62.55 38.39 WellsFargo WFC 2.4 12 59.39 +1.29 .35 17.02 8.00 Abivax ABVX ... dd 13.22 –0.18 ... 4.27 1.20 AlphaTeknova TKNO ... dd 1.37 –0.01 ... 177.31 46.50 Arm ARM ... cc 163.62 +3.32 ...
8.97 5.41 Unifi UFI ... dd 5.89 +0.27 ... 105.69 77.90 Welltower WELL 2.3 cc 104.25 +1.93 .61 6.72 1.11 Absci ABSI ... dd 3.08 +0.06 ... 186.05 115.35 Alphabet A GOOGL .4 28 182.15 +2.52 .20 12.53 10.39 ArmadaAcqnI AACI ... dd 11.44 +0.02 ...
187.22 149.58 Unifirst UNF .8 25 171.53 +18.12 .33 195.43 122.30 WescoIntl WCC 1.0 13 158.52 –5.66.4125 5.74 3.43 AcaciaResearch ACTG ... 17 5.01 +0.01 ... 187.50 115.83 Alphabet C GOOG .4 28 183.42 +3.16 .20 6.26 4.14 Armlogi BTOC ... 21 4.72 –0.32 ...
56.47 46.16 Unilever UL 3.3 20 54.99 –1.12.4556 90.17 64.11 WestFraserTimber WFG 1.7 dd 76.87 –1.11 .32 75.73 42.83 AcademySports ASO .8 8 53.25 –1.99 .11 19.14 8.66 Alphatec ATEC ... dd 10.45 +0.36 ... 11.67 10.50 ArogoCapA AOGO ... 48 10.98 ... ...
258.66 199.33 UnionPacific UNP 2.3 22 226.26 +0.15 1.30 415.73 310.00 WestPharmSvcs WST .2 43 329.39 –3.37 .20 87.77 62.04 AcadiaHlthcr ACHC ... dd 67.54 –1.08 ... 11.86 10.38 AlphaTimeAcqn ATMC ... 41 11.07 ... ... 8.26 1.50 Arq ARQ ... dd 6.07 +0.39 ...
8.12 2.60 Unisys UIS ... dd 4.13 +0.02 ... 70.23 35.67 WestAllianceBcp WAL 2.4 9 62.82 +3.82 .37 15.36 3.52 Accolade ACCD ... dd 3.58 –2.56 ... 0.30 0.08 AlphaTimeRt ATMCR ... ... .15 –0.04 ... 26.64 10.05 ArrayTech ARRY ... 28 10.26 –1.03 ...
9.00 6.71 UnitedMicro UMC 4.1 12 8.76 –0.09.4635 39.95 25.69 WesternMidstrm WES 8.8 11 39.73 +1.28 .875 4.30 1.46 Accuray ARAY ... dd 1.82 –0.06 ... 0.20 0.04 AlphaVestAcqnRt ATMVR ... ... .10 –0.01 ... 25.95 14.35 ArriVentBio AVBP ... dd 18.55 +0.55 ...
21.28 8.58 UnitedNatFoods UNFI ... dd 13.10 –0.31 ... 14.19 10.92 WesternUnion WU 7.7 7 12.22 –0.12 .235 1.76 0.74 AchillesTherap ACHL ... dd .82 –0.04 ... 100.79 57.59 AltairEngg ALTR ... cc 98.08 +2.86 ... 29.66 16.38 ArrowFinancial AROW 4.1 15 26.05 +1.42 .27
192.98 132.90 UPS B UPS 4.8 20 136.85 +0.25 1.63 162.64 112.77 Westlake WLK 1.4 73 144.82 –3.15 .50 11.12 0.59 AclarisTherap ACRS ... dd 1.10 –0.05 ... 12.28 10.40 AltEnergyA AEAE ... dd 11.35 +0.01 ... 39.83 20.67 ArrowheadPharm ARWR ... dd 25.99 +0.49 ...
58.44 40.87 UtdParks&Resorts PRKS ... 15 54.31 +3.28 ... 54.83 27.86 WestRock WRK 2.4 42 50.26 –0.45.3025 13.50 3.19 AcrivonTherap ACRV ... dd 5.80 –0.81 ... 14.84 2.09 Altimmune ALT ... dd 6.65 +0.24 ... 9.54 4.20 Arteris AIP ... dd 7.51 –0.33 ...
732.37 387.01 UnitedRentals URI 1.0 18 646.73 +5.95 1.63 13.63 8.91 Westwood WHG 4.9 8 12.18 +0.19 .15 11.31 1.81 AcumenPharm ABOS ... dd 2.42 +0.11 ... 6.43 1.26 AltisourcePortf ASPS ... dd 1.41 –0.09 ... 49.73 33.34 ArtesianRscs A ARTNA 3.4 21 35.16 +0.10.2955
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45.85 30.47 US Bancorp USB 4.9 13 39.70 ... .49 36.27 27.86 Weyerhaeuser WY 2.8 26 28.39 –0.63 .20 4.38 1.10 Adagene ADAG ... dd 3.06 –0.02 ... 16.00 12.02 Alumis ALMS ... ... 13.30 ... ... 53.08 13.57 Arvinas ARVN ... dd 26.62 +1.40 ...
50.20 22.26 US Steel X .5 11 37.80 +1.15 .05 57.87 38.37 WheatonPrecMtls WPM 1.2 40 52.42 –0.59 .155 2.05 0.42 Adaptimmune ADAP ... dd .97 +0.08 ... 18.00 7.50 Alvotech ALVO ... dd 12.16 –1.32 ... 161.00 85.29 AscendisPharma ASND ... dd 136.38 +8.53 ...
554.70 436.38 UnitedHealth UNH 1.6 31 509.26 +26.67 2.10 6.08 1.03 WheelsUp UP ... dd 1.89 +0.20 ... 8.51 2.28 AdaptiveBiotech ADPT ... dd 3.62 +0.38 ... 27.77 15.19 AmalgamFin AMAL 1.8 9 27.40 +2.47 .12 11.19 7.20 AscentIndustries ACNT ... dd 9.76 –0.05 ...
50.08 15.23 UnitySoftware U ... dd 16.26 +0.29 ... 160.62 84.18 Whirlpool WHR 6.8 14 102.20 +11.77 1.75 120.53 78.35 AddusHomeCare ADUS ... 29 116.11 –2.34 ... 1.49 0.63 Amarin AMRN ... dd .69 ... ... 224.77 162.26 AspenTech AZPN ... dd 198.63 +0.07 ...
13.39 8.11 Adeia ADEA 1.8 32 11.19 +0.12 .05 199.84 118.35 Amazon.com AMZN ... 54 193.25 +4.17 ... 20.04 7.69 AssemblyBiosci ASMB ... dd 13.72 –1.92 ...
67.80 44.40 Universal UVV 6.7 10 48.19 +0.38 .81 1899.21 1370.75 WhiteMtnIns WTM .1 8 1817.45 –12.22 1.00
3.77 1.10 AdicetBio ACET ... dd 1.21 –0.16 ... 85.09 40.31 Ambarella AMBA ... dd 53.95 –1.38 ... 56.33 28.94 AstecIndustries ASTE 1.8 27 29.66 –0.56 .13
49.49 32.27 UniversalHealth UHT 7.5 33 39.14 +0.58 .73 13.49 9.07 WhitestoneREIT WSR 3.7 27 13.31 +0.05.0413
19.30 3.04 AdlaiNortye ANL ... ... 3.26 –0.39 ... 99.75 74.41 Amdocs DOX 2.4 18 78.92 +0.44 .479 95.21 50.61 AsteraLabs ALAB ... dd 60.51 +1.50 ...
194.02 119.90 UniversalHealthB UHS .4 16 184.93 –4.17 .20 9.06 2.31 WideOpenWest WOW ... dd 5.41 +0.32 ...
638.25 433.97 Adobe ADBE ... 50 555.54 +22.10 ... 97.36 89.55 Amedisys AMED ... dd 91.80 +0.03 ... 80.86 60.47 AstraZeneca AZN 1.8 38 77.99 –0.89 .985
22.38 11.16 UnivInsurance UVE 3.4 7 18.76 +0.45 .16 43.72 28.84 Wiley A WLY 3.5 dd 40.70 +0.77.3525
126.38 81.86 AdvEnergyInds AEIS .4 40 108.76 –0.56 .10 19.08 10.86 AmerAirlines AAL ... 19 11.33 +0.13 ... 16.90 4.26 AstriaTherap ATXS ... dd 9.10 –0.33 ...
17.09 6.45 UnvlTechInst UTI ... 44 15.73 +1.58 ... 43.26 28.35 Wiley B WLYB 3.4 dd 40.94 +1.30.3525
227.30 93.12 AdvMicroDevices AMD ... cc 162.21 +0.98 ... 93.44 69.38 AEP AEP 4.0 16 87.74 +0.69 .88 22.44 14.11 Astronics ATRO ... dd 20.03 +0.50 ...
54.57 41.75 UnumGroup UNM 2.9 8 51.11 +0.26 .365 43.22 32.20 Williams WMB 4.5 18 42.50 +0.44 .475
4.95 1.85 AdvantageSolns ADV ... dd 3.22 +0.32 ... 10.35 7.19 AmOutdoorBrands AOUT ... dd 9.00 +0.49 ... 18.83 11.79 AstroNova ALOT ... 23 15.44 +0.50 ...
18.79 14.36 UrbanEdgeProp UE 3.7 8 18.47 +0.40 .17 348.51 120.74 Williams-Sonoma WSM 1.6 17 282.37 –20.99 .57
8.99 2.75 Aemetis AMTX ... dd 3.01 –0.01 ... 21.04 4.05 AmerPubEduc APEI ... dd 17.58 +2.09 ... 63.38 4.97 AtaraBiotherap ATRA ... dd 8.50 +0.27 ...
20.04 11.17 UtzBrands UTZ 1.4 dd 16.64 –0.75 .021 75.42 51.02 Winnebago WGO 2.3 22 54.20 +0.21 .31
32.42 1.25 AerovateTherap AVTE ... dd 1.66 +0.10 ... 12.58 8.41 AmerSoftware AMSWA 4.8 33 9.13 +0.41 .11 4.60 2.77 AteaPharm AVIR ... dd 3.31 –0.13 ...
6.45 4.48 Wipro WIT .4 24 6.10 +0.22.0107
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

V 224.00 91.00 AeroVironment AVAV ... 82 182.16 –7.32 ... 27.38 5.75 AmerSupercond AMSC ... dd 23.39 –1.04 ... 4.30 1.33 AthiraPharma ATHA ... dd 2.65 +0.31 ...
10.27 6.06 WisdomTree WT 1.2 17 9.91 +0.24 .03
8.95 2.24 Affimed AFMD ... dd 5.45 –0.42 ... 104.28 65.01 AmericanWoodmark AMWD ... 11 78.60 –1.15 ... 50.15 33.95 AtlantaBravesC BATRK ... dd 39.44 +1.02 ...
21.17 11.00 VF VFC 2.7 dd 13.50 –0.81 .09 70.42 20.63 Wolfspeed WOLF ... dd 22.76 –0.83 ...
52.48 12.81 AffirmA AFRM ... dd 30.21 +0.34 ... 127.96 55.00 AmerCarMart CRMT ... dd 60.21 +1.25 ... 54.94 36.78 AtlantaBravesA BATRA ... dd 41.33 +1.15 ...
33.40 26.63 VICI Prop VICI 5.8 11 28.64 +0.54 .415 15.09 7.21 WolverineWwide WWW 3.0 dd 13.52 –0.35 .10
11.39 0.22 AfricanAgriculture AAGR ... dd .27 +0.01 ... 53.99 33.21 AmerisBancorp ABCB 1.2 12 50.35 +2.63 .15 3.00 1.49 AtlanticAmerican AAME 1.2 dd 1.69 +0.03 .02
11.28 4.82 Vizio VZIO ... cc 10.80 +0.18 ... 25.84 17.37 WoodsideEnergy WDS 7.2 22 18.81 +0.83 .60 22.48 13.77 Afya AFYA ... 17 17.65 +1.01 ... 11.75 10.40 AtlCoastal II A ACAB ... cc 11.46 +0.31 ...
36.17 24.94 WooriFinl WF 6.6 5 32.04 +0.991.1918 3.40 2.23 AmeriServFin ASRV 5.3 dd 2.26 –0.22 .03
10.65 4.59 VOC Energy VOC 16.7 6 4.81 +0.07 .18 105.00 63.78 Agilysys AGYS ... 33 104.14 +5.70 ... 329.72 218.44 Amgen AMGN 2.9 45 312.45 +4.29 2.25 25.22 16.35 AtlanticaSust AY 8.1 54 21.95 +0.03.445
9.59 4.51 VTEX VTEX ... ... 7.26 +0.51 ... 116.00 69.46 Workiva WK ... dd 72.99 –0.08 ... 49.06 19.80 AgiosPharm AGIO ... dd 43.12 –2.10 ... 43.59 23.10 Atlanticus ATLC ... 7 28.18 +0.42 ...
26.83 17.69 WorldKinect WKC 2.6 28 25.80 +0.25 .17 14.57 9.02 AmicusTherap FOLD ... dd 9.92 –0.17 ...
56.75 37.04 V2X VVX ... dd 47.96 –1.76 ... 3.42 2.12 Agora API ... dd 2.12 –0.17 ... 40.93 17.58 AmkorTech AMKR .8 26 40.02 +1.66.0787 258.69 152.34 Atlassian TEAM ... dd 176.88 +14.42 ...
7.51 3.61 VaalcoEnergy EGY 4.0 10 6.27 –0.05.0625 69.96 36.28 WorthingtonEnts WOR 1.4 21 47.33 –3.16 .32 10.28 10.05 Agric&NatSolnsA ANSC ... 81 10.24 +0.01 ... 23.00 15.06 AtourLifestyle ATAT .7 19 18.35 –0.32 .15
40.15 21.00 WorthingtonSteel WS 1.9 ... 33.36 +1.67 .16 7.25 2.29 AmnealPharm AMRX ... dd 6.35 –0.30 ...
254.78 165.14 VailResorts MTN 4.9 25 180.13 +0.57 2.22 10.47 10.15 AimeiHlthTech AFJK ... cc 10.35 ... ... 67.66 38.43 AmphastarPharm AMPH ... 14 40.00 –0.45 ... 59.61 18.94 AtriCure ATRC ... dd 22.77 –0.17 ...
78.92 59.36 Valaris VAL ... 7 74.50 +1.66 ... 81.73 65.63 WyndhamHtls WH 2.1 26 74.00 +0.24 .38 0.30 0.15 AimeiHlthTechRt AFJKR ... ... .21 –0.04 ... 593.00 274.98 Atrion ATRI 1.9 43 452.43 +0.45 2.20
11.98 3.37 AmtechSystems ASYS ... dd 5.86 –0.77 ...
16.08 10.99 Vale VALE11.8 6 11.17 –0.08.1541 XYZ 24.96 11.62 AirTransportSvcs ATSG ... 22 13.87 +1.01 ... 25.48 1.58 AmylyxPharm AMLX ... dd 1.90 +0.12 ... 23.20 16.48 AuburnNatlBncp AUBN 5.9 80 18.29 +1.66 .27
3.39 1.91 ValensSemicon VLN ... dd 3.19 +0.09 ... 170.10 113.24 Airbnb ABNB ... 20 151.63 +2.06 ... 241.88 154.99 AnalogDevices ADI 1.6 53 228.26 –2.79 .92 14.45 7.14 AudioCodes AUDC 3.5 29 10.38 +0.38 .18
184.79 112.16 ValeroEnergy VLO 2.7 8 156.76 +6.55 1.07 5.00 3.41 XFinancial XYF 3.8 1 4.31 +0.02 .30 9.94 3.21 AirSculptTech AIRS ... cc 4.00 +0.06 ... 27.50 13.36 AnaptysBio ANAB ... dd 25.06 +1.06 ... 12.50 5.99 AuraBiosciences AURA ... dd 7.56 +0.36 ...
20.38 10.80 Valhi VHI 1.8 cc 17.83 –0.44 .08 130.51 56.81 XPO XPO ... 52 106.15 +0.95 ... 14.32 1.34 AirshipAI AISP ... 6 3.59 –0.75 ... 10.45 3.25 AnavexLifeSci AVXL ... dd 4.22 +0.14 ... 11.64 10.55 AuraFatProjectsA AFAR ... 70 11.30 –0.01 ...
295.30 188.63 ValmontInds VMI .9 35 274.45 +0.58 .60 15.84 10.90 XeniaHotels XHR 3.1 72 14.33 +0.08 .12 129.17 87.59 AkamaiTech AKAM ... 22 90.08 +1.16 ... 61.46 44.85 Andersons ANDE 1.5 14 49.60 –0.18 .19 12.43 4.71 AuriniaPharm AUPH ... dd 5.71 +0.18 ...
45.37 29.15 Valvoline VVV ... 34 43.20 +1.39 ... 4.26 1.92 XinyuanRealEst XIN ... dd 2.67 –0.06 ... 53.77 11.25 AkeroTherap AKRO ... dd 23.46 +0.26 ... 3.49 0.63 Anghami ANGH ... dd 1.07 +0.01 ... 4.81 1.60 AuroraInnov AUR ... dd 2.77 +0.44 ...
13.43 9.28 VectorGroup VGR 7.6 9 10.57 –0.54 .20 23.62 6.55 XPeng XPEV ... dd 7.33 –0.40 ... 7.68 1.88 Akoya AKYA ... dd 2.34 –0.02 ... 4.18 1.55 Angi ANGI ... dd 1.92 +0.01 ... 11.96 0.75 AustralianOilseeds COOT ... dd .97 –0.03 ...
236.90 162.72 VeevaSystems VEEV ... 54 183.01 –1.87 ... 13.62 7.34 Xperi XPER ... dd 8.21 +0.29 ... 77.29 48.61 Alarm.com ALRM ... 38 63.54 +1.15 ... 10.87 5.26 AngioDynamics ANGO ... dd 6.05 +0.17 ... 279.53 192.01 Autodesk ADSK ... 54 247.45 +5.14 ...
87.50 2.71 Velo3D VLD ... dd 3.32 +0.31 ... 24.00 7.40 XponentialFit XPOF ... cc 15.60 –0.77 ... 11.85 10.17 AlchemyInv1 A ALCY ... 34 10.72 –0.01 ... 28.67 16.54 AnikaTherap ANIK ... dd 25.33 –0.67 ... 7.45 2.01 AutolusTherap AUTL ... dd 3.48 –0.35 ...
19.90 10.57 VelocityFinl VEL ... 11 17.93 –0.38 ... 146.08 87.59 Xylem XYL 1.1 48 135.63 –3.04 .36 9.07 3.66 Alector ALEC ... dd 4.54 –0.03 ... 8.40 1.57 Annexon ANNX ... dd 4.90 –0.08 ... 256.84 205.53 ADP ADP 2.3 27 238.69 –9.28 1.40
51.26 39.33 Ventas VTR 3.5 dd 51.26 +0.84 .45 54.16 33.88 Yeti YETI ... 19 38.15 –2.79 ... 10.25 6.35 AlgomaSteel ASTL 2.9 26 6.96 –0.04 .05 91.87 19.83 ApellisPharm APLS ... dd 38.36 +0.29 ... 19.09 9.50 AvadelPharm AVDL ... dd 14.06 –0.95 ...
102.58 65.51 Veralto VLTO .4 30 95.47 –3.40 .09 24.77 9.57 YPF YPF ... dd 20.12 –0.18 ... 31.00 23.22 Alico ALCO .8 5 25.91 +1.31 .05 67.92 41.01 ApogeeEnt APOG 1.6 13 62.84 +2.42 .25 3.07 0.85 AveannaHealth AVAH ... dd 2.76 +0.20 ...
9.28 6.03 Veren VRN 3.7 dd 7.87 +0.32.0854 6.44 4.13 Yalla YALA ... 6 4.55 +0.10 ... 413.20 176.34 AlignTech ALGN ... 40 241.43 –0.76 ... 10.45 5.52 AvePoint AVPT ... dd 10.42 +0.37 ...
72.29 14.19 ApogeeTherap APGE ... dd 39.35 +1.35 ...
18.98 13.07 VerisResidential VRE 1.6 dd 15.00 +0.52 .06 6.65 1.99 YatsenHolding YSG ... dd 2.66 –0.45 ... 9.20 4.46 AlignmentHlthcr ALHC ... dd 7.82 +0.56 ... 38.85 25.08 AviatNetworks AVNW ... 26 28.69 –0.05 ...
6.20 0.18 ApollomicsA APLM ... dd .21 +0.01 ...
43.42 30.14 Verizon VZ 6.5 15 41.24 +1.00 .665 48.99 35.31 Yelp YELP ... 24 36.95 +0.90 ... 5.65 2.60 AlimeraSciences ALIM ... dd 5.56 +2.41 ... 42.00 4.83 AvidityBio RNA ... dd 40.85 +1.85 ...
256.73 164.29 AppFolio APPF ... cc 244.57 +12.75 ...
15.98 9.82 VermilionEnergy VET 2.4 dd 11.01 +0.01.0884 11.67 4.29 Yext YEXT ... dd 5.35 +0.35 ... 29.28 14.93 AlkamiTech ALKT ... dd 28.48 +2.79 ... 13.56 6.88 AvidXchange AVDX ... dd 12.06 +1.05 ...
52.99 26.28 Appian APPN ... dd 30.86 +2.88 ...
2.09 0.51 VerticalAerospace EVTL ... dd .73 –0.03 ... 5.80 2.13 YirenDigital YRD ... 1 4.53 –0.40 ... 32.88 20.46 Alkermes ALKS ... 10 24.10 –0.85 ... 244.95 93.53 AvisBudget CAR .0 3 104.52 –7.8610.00
220.20 164.08 Apple AAPL .5 33 210.62 +3.13 .25
109.27 23.51 Vertiv VRT .0 83 86.57 –4.05 .025 5.50 2.94 Youdao DAO ... dd 3.92 +0.30 ... 5.64 0.93 Allakos ALLK ... dd 1.00 –0.11 ... 55.46 42.67 Avnet AVT 2.4 8 51.49 –0.91 .31
11.07 2.36 AppliedDigital APLD ... dd 5.95 +0.43 ...
22.37 8.92 Vestis VSTS 1.1 ... 12.23 +0.18 .035 143.20 115.53 Yum!Brands YUM 2.0 23 132.46 –1.83 .67 1.83 0.50 Allbirds BIRD ... dd .50 –0.06 ... 2.20 1.05 Aware AWRE ... dd 1.97 –0.09 ...
249.42 129.21 ApplMaterials AMAT .7 27 235.99 +0.58 .40
39.98 22.88 Viad VVI ... dd 34.00 –0.17 ... 61.99 30.76 YumChina YUMC 2.1 15 30.84 –1.41 .16 130.93 46.90 AllegiantTravel ALGT 4.8 16 50.23 –2.64 .60 201.00 93.77 AxcelisTechs ACLS ... 19 142.19 +4.51 ...
24.75 5.69 AppliedOptoelec AAOI ... dd 8.29 –0.81 ...
62.10 5.41 VicariousSurgical RBOT ... dd 5.87 –1.09 ... 32.24 18.33 Zeekr ZK ... dd 18.84 –2.32 ... 53.05 23.64 AllegroMicro ALGM ... 36 28.24 +0.57 ... 329.87 175.37 AxonEnterprise AXON ... 86 294.24 +3.09 ...
9.39 1.18 AppliedTherap APLT ... dd 4.67 +0.12 ...
30.80 13.62 Victoria'sSecret VSCO ... 14 17.67 –0.08 ... 23.82 6.39 ZimIntShipping ZIM 1.0 dd 22.17 +2.52 .23 25.53 18.02 AllianceResource ARLP11.4 5 24.46 +0.66 .70 69.68 48.02 Axonics AXNX ... dd 67.23 –0.34 ...
88.50 25.24 AppLovin APP ... 49 83.22 +4.64 ...
34.11 25.71 Viking VIK ... ... 33.94 +2.41 ... 21.91 3.19 ZKH ZKH ... dd 3.90 +0.15 ... 56.26 45.15 AlliantEnergy LNT 3.8 19 50.90 –0.05 .48 98.40 55.02 AxsomeTherap AXSM ... dd 80.50 +4.11 ...
11.61 9.86 APxAcqnI A APXI ... 25 11.61 +0.03 ...
40.59 24.15 Allient ALNT .5 17 25.27 –0.21 .03 69.16 43.43 Azenta AZTA ... dd 52.62 –4.05 ...
4.73 1.00 VinceHolding VNCE ... 1 1.38 +0.02 ... 28.04 15.90 ZTO Express ZTO 2.9 15 20.75 –0.57 .37 6.70 1.21 ApyxMedical APYX ... dd 1.34 –0.04 ...
20.19 12.96 Vipshop VIPS 3.1 6 13.02 –1.28 .41 11.10 10.34 ZalatorisAcqn TCOA ... 65 11.08 ... ... 6.05 2.18 AllogeneTherap ALLO ... dd 2.33 –0.22 ... B
6.23 1.25 AquestiveTherap AQST ... dd 2.60 +0.04 ...
86.40 8.21 VirginGalactic SPCE ... dd 8.43 –1.09 ... 2.10 0.59 ZeppHealth ZEPP ... dd .60 –0.06 ... 3.32 1.19 Allot ALLT ... dd 2.32 +0.16 ...
3.64 1.69 ArbutusBiopharma ABUS ... dd 3.09 +0.04 ... 13.90 9.19 BCB Bancorp BCBP 6.0 7 10.63 +0.71 .16
10.71 3.50 VirnetX VHC ... dd 6.80 +1.30 ... 18.58 7.24 ZetaGlobal ZETA ... dd 17.65 +2.03 ... 3.79 0.58 AlloVir ALVR ... dd .72 –0.02 ...
153.60 86.93 ArcBest ARCB .4 22 107.08 +0.72 .12 9.06 4.25 BGC BGC 1.0 69 8.30 +0.16 .02
252.87 141.98 AlnylamPharm ALNY ... dd 243.00 +77.30 ...
263.39 168.78 VirtusInvtPtrs VRTS 3.4 14 225.85 +6.64 1.90 4.51 0.67 ZeviaPBC ZVIA ... dd .68 –0.05 ... 75.10 30.74 Arcellx ACLX ... dd 55.19 –0.93 ... 38.77 21.64 BJsRestaurants BJRI ... 35 34.70 +0.06 ...
37.88 19.38 Alpha&Omega AOSL ... dd 37.37 +4.88 ...
290.96 227.68 Visa V .8 30 262.47 –12.75 .52 7.50 2.55 Zhihu ZH ... dd 2.73 –0.12 ... 103.79 72.33 ArchCapital ACGL ... 8 100.89 –1.00 ... 96.41 62.42 BOK Fin BOKF 2.4 13 91.64 +3.44 .55
30.10 20.83 Vishay VSH 1.8 13 22.30 –0.11 .10 147.50 102.00 ZimmerBiomet ZBH .9 23 108.53 +0.67 .24 45.00 17.52 ArcturusTherap ARCT ... dd 24.35 –3.10 ... 92.74 57.15 BRP DOOO 1.0 12 64.03 +0.04.1334
38.56 27.94 VishayPrecision VPG ... 17 30.44 –0.25 ... 19.29 8.27 ZipRecruiter ZIP ... 26 9.09 +0.30 ... Nasdaq Issues includes stocks traded on the Nasdaq 13.17 1.76 ArcutisBiotherap ARQT ... dd 9.30 +0.81 ... 60.72 14.46 B RileyFin RILY 11.3 dd 17.64 –2.85 .50
49.58 23.05 VistaEnergy VIST ... 13 45.48 +2.82 ... 201.92 144.80 Zoetis ZTS 1.0 33 173.36 +2.27 .432 Global Select and Nasdaq Global Market tiers. They are 10.13 3.16 Ardelyx ARDX ... dd 7.41 +1.25 ... 12.65 4.15 Backblaze BLZE ... dd 6.16 +0.49 ...
37.79 23.33 VistaOutdoor VSTO ... dd 37.65 +3.52 ... 11.80 7.05 Zuora ZUO ... dd 9.93 +0.59 ... eligible for inclusion on the basis of SEC-approved 21.84 18.55 AresCapital ARCC 9.2 7 20.84 +0.26 .48 156.98 86.43 Baidu BIDU ... 11 86.48 –2.11 ...
market value of publicly-held shares, trading volume,
107.24 25.88 Vistra VST 1.0 56 85.98 –0.88.2175 34.58 25.09 ZurnElkayWater ZWS 1.1 42 29.40 –1.09 .08 price and number of market-makers. 550.76 327.73 argenx ARGX ... dd 430.04 +35.57 ... 44.13 2.48 Baijiayun RTC ... dd 3.73 +0.80 ...
 40 BARRON’S July 1, 2024

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.
37.58 28.32 BakerHughes BKR 2.4 20 35.17 +2.24 .21 23.40 17.21 CNB Fin PA CCNE 3.4 9 20.41 +1.40 .175 0.14 0.05 ClimateRockRt CLRCR ... ... .11 +0.01 ... 2.65 1.27 DawsonGeophys DWSN ... dd 1.95 –0.02 ... 10.50 5.54 EverspinTech MRAM ... 16 5.99 –0.01 ...
159.52 110.74 Balchem BCPC .5 44 153.95 +2.35 .79 12.75 5.01 CompassPath CMPS ... dd 6.04 –0.20 ... 73.25 37.67 ClimbGlbl CLMB 1.1 24 62.81 +5.75 .17 18.07 9.67 DayOneBiopharm DAWN ... dd 13.78 +0.10 ... 5.95 1.65 EVgo EVGO ... dd 2.45 +0.42 ...
36.02 17.33 BaldwinInsurance BWIN ... dd 35.47 +2.79 ... 29.94 12.65 CPI Card PMTS ... 17 27.25 +1.35 ... 1.63 0.61 CloverHealth CLOV ... dd 1.23 –0.02 ... 12.46 4.38 DefinitiveHlthcr DH ... dd 5.46 –0.02 ... 15.43 7.07 Evolus EOLS ... dd 10.85 +0.30 ...
5.11 2.22 BallardPower BLDP ... dd 2.25 –0.33 ... 187.10 81.29 CRA Intl CRAI 1.0 28 172.22 –1.66 .42 48.50 35.67 CoastalFinl CCB ... 16 46.14 +2.95 ... 14.10 4.05 DenaliCapAcqnA DECA ... 58 11.19 +3.03 ... 13.49 3.94 Evotec EVO ... dd 4.80 +0.32 ...
104.00 79.99 BancFirst BANF 2.0 14 87.70 +3.92 .43 91.10 37.55 CrisprTherap CRSP ... dd 54.01 –2.23 ... 1090.34 614.22 CocaColaCon COKE .2 24 1085.00 +89.69 .50 30.79 14.56 DenaliTherap DNLI ... dd 23.22 +0.59 ... 3.04 1.30 Exagen XGN ... dd 1.82 –0.14 ...
25.02 9.34 Bandwidth BAND ... dd 16.88 +1.09 ... 69.35 39.56 CSG Systems CSGS 2.9 19 41.17 –0.24 .30 76.44 56.28 Coca-ColaEuro CCEP 2.8 19 72.87 –1.99 .79 41.65 24.71 DentsplySirona XRAY 2.6 dd 24.91 –0.54 .16 11.10 10.40 ExcelFinAcqnA XFIN ... dd 11.05 –0.02 ...
52.36 34.76 BankOZK OZK 3.8 7 41.00 +2.24 .39 29.93 4.91 CSP CSPI .8 27 14.90 +0.94 .03 4.91 1.45 Codexis CDXS ... dd 3.10 +0.16 ... 100.69 69.59 DescartesSystems DSGX ... 69 96.84 +2.45 ... 24.34 18.64 Exelixis EXEL ... 35 22.47 +0.27 ...
31.99 19.53 Bank7 BSVN 2.7 10 31.30 +1.63 .21 274.00 155.82 CSW Industrials CSWI .3 41 265.31 –0.15 .21 25.88 17.62 CodorusValleyBncp CVLY 2.8 10 24.04 +2.10 .17 8.31 1.94 DesignTherap DSGN ... dd 3.35 –0.03 ... 43.53 33.35 Exelon EXC 4.4 15 34.61 –0.17 .38
11.12 7.98 BankFinancial BFIN 3.9 15 10.29 +0.30 .10 40.12 29.03 CSX CSX 1.4 18 33.45 +0.04 .12 13.36 3.67 CogentBio COGT ... dd 8.43 –0.36 ... 5.28 3.01 DestinationXL DXLG ... 9 3.64 +0.09 ... 33.40 25.17 ExlService EXLS ... 29 31.36 +1.27 ...
30.83 22.47 BankwellFinl BWFG 3.2 7 25.37 +1.17 .20 21.77 12.89 CVB Fin CVBF 4.6 11 17.24 +0.83 .20 86.00 50.80 CogentComm CCOI 6.8 2 56.44 +4.73 .975 2.88 2.12 Deswell DSWL 8.1 5 2.48 +0.03 .10 25.39 8.91 eXpWorld EXPI 1.8 dd 11.29 +0.62 .05
55.66 39.31 Banner BANR 3.9 10 49.64 +3.24 .48 26.35 6.90 CabalettaBio CABA ... dd 7.48 –1.00 ... 59.51 34.28 Cognex CGNX .6 81 46.76 –1.15 .075 142.00 74.75 DexCom DXCM ... 73 113.38 –3.26 ... 160.05 92.48 Expedia EXPE ... 24 125.99 –1.73 ...
16.57 0.16 BanzaiIntl BNZI ... dd .17 –0.01 ... 328.99 217.77 CadenceDesign CDNS ... 80 307.75 –10.64 ... 2.95 0.90 CognitionTherap CGTX ... dd 1.66 –0.24 ... 188.28 135.44 DiamondHillInvt DHIL 4.3 10 140.75 –2.41 1.50 8.25 1.24 Expensify EXFY ... dd 1.49 +0.05 ...
5.35 1.90 Baozun BZUN ... dd 2.34 –0.05 ... 60.27 31.74 CaesarsEnt CZR ... 11 39.74 +0.58 ... 80.09 62.14 CognizantTech CTSH 1.8 16 68.00 –0.34 .30 211.96 125.73 DiamondbkEner FANG 1.8 11 200.19 +9.31 1.07 102.72 64.61 Exponent EXPO 1.2 48 95.12 –0.28 .28
5.10 1.21 BarinthusBio BRNS ... dd 1.40 +0.08 ... 6.81 3.50 Caesarstone CSTE ... dd 5.00 –0.10 ... 8.70 4.00 CognyteSoftware CGNT ... dd 7.64 +0.14 ... 42.95 21.25 DigiIntl DGII ... 61 22.93 +0.09 ... 9.12 3.86 Exscientia EXAI ... dd 5.10 –0.29 ...
34.35 21.38 BarrettBus BBSI .9 18 32.77 –1.05 .075 64.76 42.25 Cal-MaineFoods CALM 6.5 11 61.11 +2.84 .997 5.47 1.43 CoherusBioSci CHRS ... dd 1.73 +0.06 ... 43.43 21.00 Digimarc DMRC ... dd 31.01 +4.77 ... 32.73 10.50 ExtremeNetworks EXTR ... dd 13.45 +0.80 ...
17.89 13.02 BassettFurniture BSET 5.1 dd 14.21 +0.16 .18 38.97 21.42 CalavoGrowers CVGW 1.8 dd 22.70 –1.29 .10 43.99 28.57 Cohu COHU ... dd 33.10 +1.11 ... 27.91 17.17 DimeCommBcshs DCOM 4.9 11 20.40 +2.00 .25 30.99 5.67 EyePointPharm EYPT ... dd 8.70 +0.23 ...
24.31 16.28 BayCom BCML 2.0 9 20.35 +1.29 .10 27.82 14.88 CaliforniaBncp CALB ... 9 21.50 +0.74 ... 283.48 68.15 CoinbaseGlbl COIN ... 44 222.23 –3.63 ... 96.69 60.00 Diodes DIOD ... 20 71.93 –0.86 ... 11.52 7.70 Ezcorp EZPW ... 10 10.47 +0.36 ...
10.33 10.01 BayviewAcqnA BAYA ... ... 10.24 +0.01 ... 41.90 15.25 CalliditasTherap CALT ... dd 38.99 +0.26 ... 38.40 0.35 CollectiveAudience CAUD ... dd .54 +0.10 ... 77.60 25.60 DiscMedicine IRON ... dd 45.07 +0.89 ... F
103.75 68.50 BeaconRoofing BECN ... dd 90.50 –3.47 ... 19.91 11.91 CalumetSpecialty CLMT ... dd 16.05 –0.18 ... 40.95 20.83 CollegiumPharm COLL ... 13 32.20 +0.52 ... 0.33 0.08 DistokenAcqnRt DISTR ... ... .11 –0.03 ...
16.56 2.70 CambiumNtwks CMBM ... dd 2.79 –0.13 ... 24.80 12.34 FARO Tech FARO ... dd 16.00 –0.35 ...
49.50 16.95 BeamTherap BEAM ... dd 23.43 +0.49 ... 131.05 83.38 ColliersIntl CIGI .3 55 111.65 +2.49 .15 37.31 22.91 DistributionSoln DSGR ... dd 30.00 +0.03 ...
39.70 26.52 CamdenNational CAC 5.1 11 33.00 +1.53 .42 199.49 142.16 F5 FFIV ... 21 172.23 +2.63 ...
225.23 126.97 BeiGene BGNE ... dd 142.67 –13.44 ... 8.30 4.22 Collplant CLGN ... dd 4.97 +0.13 ... 3.96 1.69 DiversifiedHlthcr DHC 1.3 dd 3.05 +0.43 .01
129.67 32.86 Camtek CAMT .0 71 125.24 +10.85 1.33 32.50 26.60 FRP Holdings FRPH ... 89 28.52 +0.68 ...
85.91 38.82 BelFuse A BELFA .3 16 80.91 +0.41 .06 13.58 9.03 ColonyBankcorp CBAN 3.7 10 12.25 +0.88.1125 24.22 7.26 dLocal DLO ... 18 8.09 +0.61 ...
3.50 0.75 Canaan CAN ... dd 1.00 –0.11 ... 106.10 30.34 FTAI Aviation FTAI ... 47 103.23 +10.50 ...
74.75 39.13 BelFuse B BELFB .4 11 65.24 +1.86 .07 28.12 17.08 ColumbiaBanking COLB 7.2 9 19.89 +1.46 .36 56.41 33.81 Docebo DCBO ... cc 38.63 +1.62 ...
39.61 14.11 CanadianSolar CSIQ ... 5 14.75 –1.02 ... 9.25 2.84 FTAI Infra FIP 1.4 dd 8.63 +0.79 .03
57.19 44.76 BentleySystems BSY .5 46 49.36 –2.21 .06 20.46 13.79 ColumbiaFinl CLBK ... 94 14.97 +0.76 ... 64.76 38.11 DocuSign DOCU ... cc 53.50 +0.76 ...
14.30 0.66 CandelTherap CADL ... dd 6.20 +0.16 ... 44.00 7.02 Falcon'sBeyondGlbl FBYD ... ... 10.46 –0.04 ...
8.94 6.07 Berry(bry) BRY 7.4 cc 6.46 +0.36 .12 87.23 66.01 ColumbiaSportswr COLM 1.5 19 79.08 –4.49 .30 154.96 101.85 DollarTree DLTR ... dd 106.77 –0.10 ...
19.20 2.76 CanopyGrowth CGC ... dd 6.45 –0.40 ... 8.58 1.94 Fanhua FANH ... 3 1.99 –0.66 ...
19.25 5.58 BeyondMeat BYND ... dd 6.71 +0.20 ... 45.84 30.29 ColumbusMcKinn CMCO .8 21 34.54 –0.47 .07 18.19 6.11 Domo DOMO ... dd 7.72 +0.95 ...
8.29 5.75 Cantaloupe CTLP ... 40 6.60 +0.01 ... 4.04 1.80 FarmerBros FARM ... dd 2.68 –0.18 ...
27.50 12.54 BicycleTherap BCYC ... dd 20.24 –0.29 ... 47.46 36.43 Comcast A CMCSA 3.2 10 39.16 +0.68 .31 15.30 12.26 DonegalGroup A DGICA 5.4 82 12.88 +0.46.1725
30.25 14.27 CanterburyPark CPHC 1.3 12 21.84 –0.06 .07 79.04 53.83 Fastenal FAST 2.5 31 62.84 –2.50 .39
9.99 2.87 Big5SportingGds BGFV 6.8 dd 2.96 –0.14 .05 57.48 40.91 CommerceBcshrs CBSH 1.9 16 55.78 +1.69 .27 16.00 10.95 DonegalGroup B DGICB 5.3 83 11.79 –0.21 .155
25.00 15.00 CapitalBancorp CBNK 1.6 9 20.50 +0.65 .08 8.83 1.63 FateTherap FATE ... dd 3.28 –0.48 ...
13.47 1.53 BigTreeCloud DSY ... dd 1.69 –0.11 ... 11.96 4.85 CommVehicle CVGI ... 4 4.90 –0.03 ... 143.34 69.90 DoorDash DASH ... dd 108.78 –5.10 ...
33.44 25.45 CapitalCityBank CCBG 3.0 9 28.44 +1.59 .21 48.29 29.50 Ferrovial FER .0 57 38.89 +0.97.3299
12.75 5.62 BigCommerce BIGC ... dd 8.06 +0.66 ... 6.65 0.86 CommScope COMM ... dd 1.23 –0.04 ... 35.74 27.16 DorchesterMnls DMLP11.4 12 30.85 –0.05.7818
18.85 12.70 CapitalProduct CPLP 3.5 7 17.03 –0.26 .15 55.00 3.99 FibroBiologics FBLG ... dd 4.99 +0.25 ...
19.15 8.80 Bilibili BILI ... dd 15.44 –2.70 ... 45.74 33.48 CmntyTrBcp CTBI 4.2 10 43.66 +2.64 .46 98.55 60.01 DormanProducts DORM ... 18 91.48 –1.64 ...
27.22 19.59 CapitalSouthwest CSWC 8.7 13 26.09 +1.12 .06 3.02 0.33 FibroGen FGEN ... dd .89 –0.24 ...
16.61 2.70 BinahCapital BCG ... dd 6.20 +1.08 ... 122.16 63.70 CommvaultSys CVLT ... 32 121.57 +1.90 ... 15.96 6.95 DoubleDown DDI ... 6 13.06 +1.83 ...
6.88 4.22 CapitolFedFin CFFN 6.2 dd 5.49 +0.20 .085 60.85 42.00 FidelityD&D FDBC 3.5 15 43.80 –1.41 .38
89.91 51.79 Bio-Techne TECH .4 57 71.65 –2.01 .08 12.00 10.35 CompassDigitalAcqn CDAQ ... cc 10.88 –0.02 ... 12.20 6.29 DouYuIntl DOYU ... dd 10.99 +0.61 ...
12.00 1.15 Captivision CAPT ... 15 2.67 –0.28 ... 39.14 22.49 FifthThirdBncp FITB 3.8 12 36.49 +0.43 .35
4.02 1.24 BioAtla BCAB ... dd 1.37 –0.14 ... 16.00 0.20 CompleteSolaria CSLR ... dd 1.12 –0.30 ... 49.57 24.97 DraftKings DKNG ... dd 38.17 –3.82 ...
3.45 0.24 CaraTherap CARA ... dd .26 –0.02 ... 23.11 15.22 FinInstitutions FISI 6.2 8 19.32 +1.91 .30
14.05 10.10 BioceresCrop BIOX ... cc 11.21 +0.61 ... 8.16 4.61 CompoSecure CMPO .0 7 6.80 +0.55 .30 27.65 10.59 DrivenBrands DRVN ... dd 12.73 +0.74 ...
197.99 6.30 CarbonRevolution CREV ... ... 7.03 –0.07 ... 14.98 8.31 FinWiseBancorp FINW ... 8 10.21 +0.09 ...
7.95 4.03 BioCryst BCRX ... dd 6.18 –0.24 ... 20.97 9.60 comScore SCOR ... dd 14.19 –1.31 ... 33.43 20.68 Dropbox DBX ... 15 22.47 +0.34 ...
20.52 5.69 Cardlytics CDLX ... dd 8.21 +0.17 ... 17.49 12.46 FirstAdvantage FA .0 72 16.07 –0.08 1.50
2.21 1.03 Biodesix BDSX ... dd 1.53 –0.18 ... 13.04 1.53 ComtechTel CMTL ... dd 3.03 –0.61 ... 7.88 3.53 DuluthHoldings DLTH ... dd 3.69 –0.15 ...
3.80 0.68 Carecloud CCLD ... dd 1.92 +0.21 ... 38.51 26.00 FirstBancorpNC FBNC 2.8 12 31.92 +1.70 .22
287.60 189.44 Biogen BIIB ... 29 231.82 +7.82 ... 106.10 53.89 Concentrix CNXC 1.9 15 63.28 +2.62.3025 251.30 121.89 Duolingo DUOL ... cc 208.67 +2.15 ...
17.03 4.80 CareDx CDNA ... dd 15.53 +1.47 ... 29.16 21.77 FirstBancorp FNLC 5.6 10 24.85 +2.14 .35
99.56 73.68 BioMarinPharm BMRN ... 77 82.33 –1.45 ... 4.08 2.40 Conduent CNDT ... dd 3.26 +0.20 ... 15.15 10.48 DynavaxTechs DVAX ... cc 11.23 –0.20 ...
99.90 1.88 CareMax CMAX ... dd 2.79 +0.15 ... 15.17 10.23 FirstBank FRBA 1.9 11 12.74 +0.79 .06
23.92 3.61 BiomeaFusion BMEA ... dd 4.50 –0.76 ... 25.00 0.63 ConduitPharm CDT ... dd 1.06 –0.50 ... 36.60 6.40 DyneTherap DYN ... dd 35.29 +0.27 ...
26.90 16.70 CarGurus CARG ... 82 26.20 +1.00 ... 25.80 17.51 FirstBusey BUSE 4.0 12 24.21 +1.73 .24
6.41 0.65 Bionomics BNOX ... dd .77 ... ... 41.22 14.69 Confluent CFLT ... dd 29.53 +2.46 ... E
8.59 1.57 CaribouBio CRBU ... dd 1.64 –0.08 ... 41.03 28.36 FirstBusFinSvcs FBIZ 2.7 8 36.99 +2.72 .25
125.83 80.02 BioNTech BNTX ... cc 80.36 –4.28 ... 2.84 0.53 ConnectBiopharma CNTB ... ... 1.52 +0.13 ...
9.77 0.99 CarismaTherap CARM ... dd 1.52 +0.50 ... 7.04 0.96 ECARX ECX ... dd 2.06 +0.69 ... 1810.03 1241.05 FirstCitizBcshA FCNCA .4 9 1683.61 +37.49 1.64
4.22 0.48 BioraTherap BIOR ... dd .66 –0.02 ... 24.44 14.51 ConnectOneBncp CNOB 3.8 10 18.89 +1.44 .18
48.52 27.13 Carlyle CG 3.5 dd 40.15 +0.05 .35 17.00 0.77 ECDAutoDesign ECDA ... dd 1.21 +0.23 ... 39.23 28.13 FirstCommBkshs FCBC 3.1 14 36.84 +3.36 .29
8.22 3.65 Biote BTMD ... cc 7.47 +0.17 ... 5.26 1.09 Conn's CONN ... dd 1.11 –1.09 ...
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18.33 13.32 CarlyleSecured CGBD 9.0 11 17.74 –0.25 .07 9.53 3.60 EDAP TMS EDAP ... dd 5.44 +0.17 ... 24.99 17.23 FirstFinBncpOH FFBC 4.1 9 22.22 +1.14 .23
7.04 2.71 Bioventus BVS ... dd 5.75 +0.08 ... 35.29 11.62 ConsensusCloud CCSI ... 4 17.18 +0.38 ...
5.16 0.97 CarParts.com PRTS ... dd 1.00 –0.21 ... 10.47 10.05 ESH Acqn A ESHA ... 49 10.42 ... ... 33.15 22.84 FirstFinBkshs FFIN 2.4 21 29.53 +1.53 .18
3.91 0.92 Bitfarms BITF ... dd 2.57 –0.37 ... 4.65 2.93 ConsldComm CNSL ... dd 4.40 +0.05 ...
16.74 10.43 CarterBkshrs CARE ... 27 15.12 +2.55 ... 1.35 0.08 ESH Acqn Rt ESHAR ... ... .11 –0.01 ... 44.91 31.74 FirstFinIN THFF 4.9 8 36.88 +2.04 .45
7.66 1.62 BlackDiamond BDTX ... dd 4.66 –0.18 ... 38.29 19.07 ConsldWater CWCO 1.4 13 26.54 +1.48 .095
11.92 10.65 CartesianGrwIIA RENE ... 28 11.28 ... ... 20.87 14.30 ESSA Bancorp ESSA 3.4 9 17.59 +0.77 .15 22.17 10.09 FirstFinNW FFNW 2.5 62 21.13 +0.26 .13
10.20 10.09 BlackHawkAcqn BKHA ... ... 10.14 –0.01 ... 236.30 89.85 ConstellationEner CEG .7 27 200.27 –17.86.3525
42.60 11.67 CartesianTherap RNAC ... dd 27.01 +4.21 ... 17.65 11.26 EagleBncpMT EBMT 4.2 12 13.27 +0.27 .14 13.91 8.39 FirstGuarBcshs FGBI 7.1 18 9.00 +0.04 .16
10.93 10.08 BlackHawkAcqn BKHAU ... ... 10.32 +0.06 ... 62.35 27.96 ConstructionPtrs ROAD ... 47 55.21 –1.12 ...
12.25 10.34 CarticaAcqnA CITE ... dd 11.31 +0.06 ... 23.52 3.21 EaglePharm EGRX ... 6 5.60 +1.46 ... 23.22 17.18 FirstHawaiian FHB 5.0 12 20.76 +0.71 .26
4.20 0.75 BlackHawkAcqnRt BKHAR ... ... 1.10 –0.20 ... 13.75 7.03 ConsumerPtf CPSS ... 7 9.80 +0.87 ...
101.99 72.97 CasellaWaste CWST ... cc 99.22 +1.02 ... 79.54 49.59 EastWestBncp EWBC 3.0 9 73.23 +1.58 .55 35.72 14.11 FirstInternetBncp INBK .9 14 27.02 +0.78 .06
88.56 64.32 Blackbaud BLKB ... cc 76.17 +0.46 ... 9.90 3.55 ContextLogic LOGC ... dd 5.71 +0.18 ...
389.44 238.44 CaseysGenStores CASY .5 28 381.56 +9.79 .50 15.07 10.65 EasternBankshares EBC 3.1 5 13.98 +0.98 .11 32.54 20.81 FirstInterBanc FIBK 6.8 11 27.77 +1.78 .47
69.31 43.80 BlackLine BL ... 46 48.45 +2.61 ... 21.35 13.27 ContineumTherap CTNM ... ... 17.61 –0.98 ...
50.25 35.50 CassInfoSys CASS 3.0 18 40.07 –0.43 .30 35.78 16.10 Eastern EML 1.7 16 25.47 –0.38 .11 38.16 25.70 FirstMerchants FRME 4.2 10 33.29 +1.73 .35
13.00 9.90 BlkRkTCPCap TCPC12.6 30 10.80 +0.13 .34 104.07 75.94 Cooper COO .0 51 87.30 –4.21.0075
25.91 12.07 CastleBiosci CSTL ... dd 21.77 +0.38 ... 18.94 5.75 EbangIntl EBON ... dd 6.18 –0.61 ... 35.83 23.54 FirstMidBcshs FMBH 2.8 11 32.88 +2.54 .23
11.88 10.65 BlockchainCoinIA BCSA ... 11 11.18 –0.01 ... 58.58 42.41 Copart CPRT ... 38 54.16 –0.08 ...
45.72 31.47 CathayGenBncp CATY 3.6 8 37.72 +1.67 .34 55.35 37.17 eBay EBAY 2.0 11 53.72 –0.43 .27 16.12 8.91 FirstNWBncp FNWB 2.9 dd 9.69 +0.44 .07
30.13 18.36 Bloomin'Brands BLMN 5.0 30 19.23 +0.02 .24 10.70 2.61 CoreScientific CORZ ... 88 9.30 +0.33 ...
400.99 233.84 CavcoIndustries CVCO ... 19 346.17 –11.52 ... 24.80 9.53 EchoStar SATS ... dd 17.81 +0.61 ... 306.77 129.22 FirstSolar FSLR ... 24 225.46 –33.41 ...
59.40 17.59 BlueBird BLBD ... 22 53.85 +0.03 ... 7.00 2.57 CorMedix CRMD ... dd 4.33 –0.06 ...
29.11 11.46 CecoEnvl CECO ... 82 28.85 +3.90 ... 21.60 5.12 EdgewiseTherap EWTX ... dd 18.01 +0.96 ... 56.59 40.96 1stSource SRCE 2.5 11 53.62 +3.21 .34
10.50 7.08 BlueFoundryBncp BLFY ... dd 9.07 +0.69 ... 18.83 10.31 CorsairGaming CRSR ... dd 11.04 –0.06 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

12.67 6.37 CellebriteDI CLBT ... dd 11.95 +0.07 ... 11.69 4.59 EditasMedicine EDIT ... dd 4.67 –0.44 ... 24.29 13.36 FirstUnited FUNC 3.9 10 20.42 +1.02 .20
11.42 10.57 BlueOceanA BOCN ... 69 11.16 +0.02 ... 281.41 187.92 Corvel CRVL ... 58 254.27 +9.62 ...
3.77 0.96 Cellectis CLLS ... dd 1.87 –0.02 ... 2.95 0.80 EducDev EDUC ... 28 1.85 –0.15 ... 25.98 16.19 FirstWatchRest FWRG ... 47 17.56 –0.86 ...
15.61 6.00 BlueWorldA BWAQ ... 48 8.70 +0.88 ... 3.16 1.05 CorvusPharm CRVS ... dd 1.82 +0.04 ...
12.45 5.15 CentessaPharm CNTA ... dd 9.03 –0.07 ... 25.78 9.51 EHang EH ... dd 13.58 –0.77 ... 22.00 12.84 FirstWesternFin MYFW ... 22 17.00 +0.29 ...
5.53 0.85 bluebirdbio BLUE ... dd .98 +0.09 ... 100.38 67.35 CoStar CSGP ... cc 74.14 +0.20 ...
1.68 0.34 Centogene CNTG ... dd .38 –0.01 ... 10.20 4.28 eHealth EHTH ... dd 4.53 –0.02 ... 133.64 88.05 FirstCash FCFS 1.3 20 104.88 –1.42 .35
111.42 43.89 BlueprintMed BPMC ... dd 107.78 +3.55 ... 873.96 524.63 Costco COST .5 53 849.99 +1.68 1.16
47.48 29.08 CentralGarden CENT ... 15 38.50 –0.71 ... 4.88 1.85 8x8 EGHT ... dd 2.22 +0.20 ... 171.94 134.77 FirstService FSV .7 75 152.37 –0.40 .25
1.56 0.72 BoltBiotherap BOLT ... dd .75 ... ... 32.00 13.97 Couchbase BASE ... dd 18.26 +1.49 ...
41.03 27.88 CentralGardenA CENTA ... 15 33.03 –0.61 ... 19.89 6.58 89bio ETNB ... dd 8.01 –0.51 ... 216.18 106.21 FiveBelow FIVE ... 20 108.97 –6.37 ...
4040.00 2624.50 Booking BKNG .9 30 3961.50 –27.60 8.75 57.57 38.25 CovenantLogist CVLG .9 16 49.29 +2.01 .11
19.88 5.70 CenturyAluminum CENX ... 7 16.75 +0.24 ... 11.99 8.11 ElPolloLoco LOCO ... 14 11.31 +0.18 ... 4.42 1.03 5EAdvMatls FEAM ... dd 1.21 –0.03 ...
15.24 3.60 BoundlessBio BOLD ... dd 3.87 –0.90 ... 98.60 40.31 CrackerBarrel CBRL 9.8 16 42.16 –2.31 .25
5.51 1.28 CenturyTherap IPSC ... dd 2.55 –0.31 ... 225.64 175.30 ElbitSystems ESLT 1.1 35 176.63 –4.84 .50 92.40 39.07 Five9 FIVN ... dd 44.10 +2.58 ...
10.61 10.10 BowenAcqn BOWN ... 43 10.55 –0.03 ... 5.00 2.52 CreativeMedia CMCT12.6 dd 2.69 –0.01 .085
3.38 1.56 Ceragon CRNT ... 46 2.50 +0.02 ... 144.53 117.47 ElectronicArts EA .5 30 139.33 +0.27 .19 28.25 18.50 FiveStarBncp FSBC 3.4 9 23.65 +0.84 .20
0.22 0.08 BowenAcqnRt BOWNR ... ... .11 ... ... 616.66 379.77 CreditAcceptance CACC ... 26 514.68 +25.89 ...
29.75 2.55 Cerence CRNC ... dd 2.83 –0.34 ... 5.83 0.36 ElevationOnc ELEV ... dd 2.70 +0.14 ... 34.12 16.83 Flex FLEX ... 13 29.49 –1.17 ...
42.90 25.52 BowmanConsult BWMN ... dd 31.79 +0.46 ... 32.78 13.38 CredoTech CRDO ... dd 31.94 +4.45 ...
12.80 0.27 CERoTherap CERO ... dd .30 –0.05 ... 11.45 2.96 ElicioTherap ELTX ... dd 4.11 –2.57 ... 41.64 15.67 Flexsteel FLXS 1.9 11 31.06 –0.93 .15
7.00 3.02 BraggGaming BRAG ... dd 5.77 +0.07 ... 19.27 14.68 CrescentCapBDC CCAP 8.8 7 18.78 +0.06 .42
19.87 11.81 Certara CERT ... dd 13.85 +0.21 ... 11.55 2.35 EliemTherap ELYM ... dd 7.11 –1.18 ... 31.32 13.03 FluenceEnergy FLNC ... dd 17.34 –2.15 ...
7.62 2.01 Brainsway BWAY ... dd 6.07 –0.09 ... 10.75 5.63 Cresud CRESY .0 12 8.22 +0.29 .305
3.08 1.21 Cerus CERS ... dd 1.76 +0.07 ... 23.75 9.93 Embecta EMBC 4.8 10 12.50 –0.01 .15 18.00 10.74 FlushingFinl FFIC 6.7 13 13.15 +1.25 .22
61.53 33.93 Braze BRZE ... dd 38.84 +3.34 ... 14.26 4.43 Cricut CRCT 1.7 20 5.99 +0.05 .40
39.95 25.46 ChampionX CHX 1.1 18 33.21 +1.20 .095 12.33 10.58 EmbraceChange EMCG ... 45 11.25 ... ... 35.80 15.19 Flywire FLYW ... dd 16.39 +0.13 ...
44.32 16.61 BridgeBioPharma BBIO ... dd 25.33 –2.03 ... 53.70 15.76 CrineticsPharm CRNX ... dd 44.79 –0.79 ...
458.30 236.08 CharterComms CHTR ... 10 298.96 +8.61 ... 31.85 24.93 Enact ACT 2.4 8 30.66 +0.24 .185 11.91 10.54 FocusImpact FIAC ... dd 11.15 +0.04 ...
9.19 3.65 BridgerAerospace BAER ... dd 3.74 –0.26 ... 39.97 22.10 Criteo CRTO ... 31 37.72 +1.79 ...
168.82 122.86 CheckPoint CHKP ... 23 165.00 +6.15 ... 22.15 8.08 EnantaPharma ENTA ... dd 12.97 +1.04 ... 12.09 10.31 FocusImpactBH3A BHAC ... 23 10.70 +0.12 ...
12.78 9.86 BridgfordFoods BRID ... 64 10.04 ... ... 22.50 5.32 CriticalMetals CRML ... dd 11.27 –0.23 ...
41.25 28.58 Cheesecake CAKE 2.7 18 39.29 –0.72 .27 54.73 34.74 EncoreCapital ECPG ... dd 41.73 –0.77 ... 2.38 0.21 FocusUniversal FCUV ... dd .24 –0.01 ...
4.56 1.55 Brightcove BCOV ... dd 2.37 +0.35 ... 165.32 74.00 Crocs CROX ... 11 145.94 –8.80 ...
40.00 17.29 ChefsWarehouse CHEF ... 49 39.11 +0.31 ... 295.90 150.51 EncoreWire WIRE .0 15 289.83 +0.43 .02 9.97 2.70 FoghornTherap FHTX ... dd 5.75 +0.45 ...
56.25 40.24 BrighthouseFin BHF ... dd 43.34 +0.27 ... 3.14 1.64 Cronos CRON ... dd 2.33 ... ...
51.36 36.99 ChemungFinl CHMG 2.6 9 48.00 +5.96 .31 30.76 12.26 EnergyRecovery ERII ... 40 13.29 +0.92 ... 62.68 29.50 FormFactor FORM ... 46 60.53 +2.58 ...
12.21 7.85 BrightSpring BTSG ... dd 11.36 +0.74 ... 28.75 13.48 CrossCtyHlthcr CCRN ... 11 13.84 –0.12 ...
11.76 10.67 ChengheAcqnIA LATG ... dd 11.39 +0.02 ... 20.30 12.11 EnlightRenewableEn ENLT ... 32 16.16 –0.09 ... 32.79 16.14 ForresterRes FORR ... cc 17.08 +0.23 ...
4.29 2.04 BrilliantEarthA BRLT ... cc 2.22 +0.05 ... 15.07 9.71 CrossFirstBkshs CFB ... 10 14.02 +0.87 ...
93.58 72.84 ChesapeakeEner CHK 2.8 11 82.19 –0.23 .14 26.00 9.80 EnlivenTherap ELVN ... dd 23.37 +1.93 ... 81.24 44.12 Fortinet FTNT ... 39 60.27 +1.71 ...
12.31 10.70 BroadCapital BRAC ... dd 11.35 +0.03 ... 394.64 139.37 CrowdStrike CRWD ... cc 383.19 +2.56 ...
17.65 13.86 ChicagoAtlRealEst REFI 12.2 8 15.36 –0.28 .47 23.90 5.70 Enovix ENVX ... dd 15.46 +3.46 ... 41.02 22.15 Fortrea FTRE ... dd 23.34 +0.19 ...
1851.62 795.09 Broadcom AVGO 1.3 69 1605.53 –53.10 .525 30.19 7.64 CullinanTherap CGEM ... dd 17.44 +0.01 ...
1.27 0.13 ChickenSoupA CSSE ... dd .19 –0.03 ... 192.22 73.49 EnphaseEnergy ENPH ... 52 99.71 –6.96 ... 121.38 11.21 ForwardAir FWRD 5.0 dd 19.04 –1.14 .24
11.52 7.93 BrooklineBncp BRKL 6.5 9 8.35 +0.16 .135 2.36 1.38 CumberlandPharm CPIX ... dd 1.53 –0.06 ...
5.18 0.20 ChijetMotor CJET ... dd .38 –0.04 ... 127.58 88.79 EnsignGroup ENSG .2 33 123.69 +2.65 .06 2.92 0.75 Fossil FOSL ... dd 1.44 –0.04 ...
94.86 53.79 Bruker BRKR .3 23 63.81 –2.21 .05 6.59 1.84 CumulusMedia CMLS ... dd 2.04 +0.17 ...
38.03 6.58 Children'sPlace PLCE ... dd 8.14 +0.18 ... 319.91 229.57 Enstar ESGR ... 6 305.70 –4.77 ... 30.77 13.76 FosterLB FSTR ... 29 21.52 –0.32 ...
21.06 9.73 Bumble BMBL ... 94 10.51 +0.26 ... 11.03 2.22 CureVac CVAC ... dd 3.40 +0.14 ...
1.30 0.87 Chimerix CMRX ... dd .88 –0.01 ... 146.91 84.13 Entegris ENTG .3 65 135.40 +1.85 .10 36.25 9.44 4D Molecular FDMT ... dd 20.99 –1.95 ...
1.97 0.13 BurgerFiIntl BFI ... dd .20 –0.03 ... 21.41 1.28 Cutera CUTR ... dd 1.51 –0.03 ...
32.19 21.58 ChipMOSTechs IMOS 3.3 14 26.11 –1.451.1117 34.10 22.60 EnterpriseBncp EBTC 3.9 9 24.88 +1.82 .24 35.41 28.29 FoxA FOXA 1.5 11 34.37 –0.09 .26
24.10 5.72 BurningRockBio BNR ... dd 6.45 –0.23 ... 33.14 6.40 CVRx CVRX ... dd 11.99 +1.17 ...
190.23 145.06 ChordEnergy CHRD 3.0 8 167.68 +3.19 1.69 46.17 32.97 EnterpriseFinSvcs EFSC 2.5 9 40.91 +2.48 .26 33.24 25.82 FoxB FOX 1.6 10 32.02 –0.04 .26
11.24 10.45 BurTechAcqnA BRKH ... dd 11.12 –0.01 ... 283.00 142.92 CyberArkSoftware CYBR ... dd 273.42 +15.42 ...
10.08 10.00 ChurchillCapIX CCIX ... ... 10.02 –0.01 ... 18.44 10.75 EntradaTherap TRDA ... 23 14.25 –0.60 ... 117.68 37.98 FoxFactory FOXF ... 27 48.19 –2.95 ...
25.57 14.39 BusFirstBcshs BFST 2.6 9 21.76 +1.72 .14 9.87 3.80 CytekBiosci CTKB ... dd 5.58 –0.15 ...
10.85 10.30 ChurchillVII A CVII ... cc 10.77 –0.02 ... 83.57 53.54 ePlus PLUS ... 17 73.68 +0.30 ... 14.50 3.98 FractylHealth GUTS ... dd 4.27 –0.24 ...
12.12 10.58 byNordicAcqnA BYNO ... 84 11.29 +0.06 ... 110.25 25.98 Cytokinetics CYTK ... dd 54.18 +0.66 ...
141.57 106.45 ChurchillDowns CHDN .3 31 139.60 +0.69 .382 6.35 4.70 EpsilonEnergy EPSN 4.6 25 5.45 +0.06.0625 107.89 82.61 FranklinElec FELE 1.0 24 96.32 –1.02 .25
C 5.85 1.04 CytomXTherap CTMX ... 6 1.22 –0.07 ...
42.89 25.20 Chuy's CHUY ... 15 25.92 +0.31 ... 914.93 677.80 Equinix EQIX 2.3 76 756.60 –8.40 4.26 4.26 2.25 FreightCarAmer RAIL ... dd 3.49 –0.15 ...
4.30 2.12 Cadiz CDZI ... dd 3.09 +0.08 ... 100.01 55.37 Cimpress CMPR ... 27 87.61 +2.72 ... D 2.97 1.51 Erasca ERAS ... dd 2.36 +0.25 ... 11.41 6.22 FrequencyElec FEIM ... 27 9.11 –0.02 ...
33.92 13.14 CARGOTherapeutics CRGX ... ... 16.42 +1.52 ... 124.35 95.81 CincinnatiFinl CINF 2.7 8 118.10 +2.89 .81 3.40 0.72 DIH US DHAI ... ... 2.67 –0.63 ... 420.34 199.49 ErieIndemnity ERIE 1.4 39 362.40 +3.391.275 132.84 54.60 Freshpet FRPT ... cc 129.39 –1.07 ...
72.00 33.51 C&F Fin CFFI 3.7 8 48.20 +0.42 .44 719.98 474.74 Cintas CTAS .8 48 700.26 –8.25 1.35 27.16 11.12 DMC Global BOOM ... 13 14.42 –0.03 ... 22.01 12.23 Escalade ESCA 4.4 15 13.79 +1.13 .15 24.98 11.90 Freshworks FRSH ... dd 12.69 +0.18 ...
27.02 19.96 CB FinSvcs CBFV 4.4 5 22.66 +1.66 .25 5.89 2.15 CipherMining CIFR ... 86 4.15 –0.41 ... 2.28 1.10 D-MarketElec HEPS ... 94 2.21 +0.25 ... 3.40 0.70 EsperionTherap ESPR ... dd 2.22 +0.01 ... 38.97 28.26 Frontdoor FTDR ... 15 33.79 –1.71 ...
13.41 10.32 CCC Intelligent CCCS ... dd 11.11 –0.38 ... 130.04 65.02 CirrusLogic CRUS ... 26 127.66 +1.70 ... 0.58 0.17 DTCloudAcqnRt DYCQR ... ... .31 +0.11 ... 5.81 2.42 EtonPharm ETON ... 97 3.29 –0.05 ... 27.41 11.65 FrontierComms FYBR ... cc 26.18 +0.82 ...
263.37 180.38 CDW CDW 1.1 28 223.84 –11.65 .62 58.19 44.95 CiscoSystems CSCO 3.4 16 47.51 +0.22 .40 11.83 10.51 DuetAcqnA DUET ... cc 11.13 –0.01 ... 102.81 56.60 Etsy ETSY ... 27 58.98 –1.19 ... 10.57 3.19 Frontier ULCC ... dd 4.93 –0.23 ...
27.65 16.38 CEVA CEVA ... dd 19.29 +0.13 ... 32.90 16.19 CitiTrends CTRN ... dd 21.26 –0.13 ... 57.38 28.70 DXP Ents DXPE ... 13 45.84 –2.68 ... 121.06 73.84 EuronetWorldwide EEFT ... 18 103.50 –6.72 ... 2.54 0.61 FuelCell FCEL ... dd .64 –0.04 ...
11.26 9.73 CFAcqnVII A CFFS ... dd 10.98 +0.03 ... 12.61 8.47 CtznCmntyBcp CZWI 2.8 9 11.57 +0.12 .32 6.83 1.25 DadaNexus DADA ... dd 1.26 –0.13 ... 20.00 9.65 EuropeanWax EWCZ ... 40 9.93 –0.78 ... 13.70 3.14 FulcrumTherap FULC ... dd 6.20 –0.48 ...
11.88 1.06 C4 Therap CCCC ... dd 4.62 +0.38 ... 115.89 86.56 CityHolding CHCO 2.7 13 106.25 +3.00 .715 14.58 5.99 Daktronics DAKT ... 19 13.95 +3.24 ... 36.31 18.50 Everbridge EVBG ... dd 34.99 +0.23 ... 44.09 18.91 FulgentGenetics FLGT ... dd 19.62 –0.65 ...
50.23 25.77 CG Oncology CGON ... ... 31.57 +0.14 ... 9.58 4.77 Clarus CLAR 1.5 26 6.73 +0.14 .025 5.13 3.44 DallasNews DALN17.8 dd 3.59 –0.11 .16 12.32 6.22 EverCommerce EVCM ... dd 10.98 +0.96 ... 17.68 11.47 FultonFin FULT 4.0 11 16.98 +0.72 .17
100.88 65.00 CH Robinson CHRW 2.8 35 88.12 +1.33 .61 5.25 2.17 CleanEnerFuels CLNE ... dd 2.67 –0.08 ... 138.61 77.81 Datadog DDOG ... cc 129.69 +12.12 ... 11.50 10.73 EvergreenA EVGR ... 39 11.48 –0.01 ... 1.85 0.90 FundamentalGlbl FGF ... 4 .95 –0.04 ...
1.33 0.88 CLPS CLPS .0 dd .88 –0.06 .10 49.64 22.91 Clearfield CLFD ... dd 38.56 +1.03 ... 69.82 33.07 Dave&Buster's PLAY ... 17 39.81 –1.18 ... 61.84 46.92 Evergy EVRG 4.9 17 52.97 +0.31.6425 11.27 5.27 Funko FNKO ... dd 9.76 –0.46 ...
223.80 180.11 CME Group CME 2.3 22 196.60 +2.12 1.15 2.12 0.65 ClearsideBiomed CLSD ... dd 1.30 +0.22 ... 63.50 4.72 Dave DAVE ... dd 30.30 –9.19 ... 25.69 5.36 EverQuote EVER ... dd 20.86 +1.52 ... 4.65 0.50 FusionFuelGreen HTOO ... ... .88 –0.06 ...
 July 1, 2024 BARRON’S 41

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.
81.86 39.05 Futu FUTU ... 17 65.61 –2.33 ... 12.44 8.65 HarborOneBncp HONE 2.9 30 11.13 +0.82 .08 67.36 50.27 Incyte INCY ... 18 60.62 –2.60 ... 9.46 5.28 KearnyFinancial KRNY 7.2 25 6.15 +0.65 .11 2.89 1.05 Lulu'sFashion LVLU ... dd 1.85 +0.02 ...
12.20 10.68 FutureTechIIA FTII ... 55 11.04 –0.03 ... 16.45 8.80 Harmonic HLIT ... 19 11.77 +0.26 ... 68.75 44.27 IndependentBank INDB 4.5 10 50.72 +4.29 .57 10.99 10.14 KeenVisionAcqn KVAC ... 43 10.58 +0.02 ... 516.39 293.03 lululemon LULU ... 24 298.70 –13.12 ...
G 39.27 18.61 HarmonyBio HRMY ... 13 30.17 +0.04 ... 27.88 16.45 IndepBankMI IBCP 3.6 9 27.00 +3.12 .24 25.27 16.80 KellyServices A KELYA 1.4 15 21.41 –0.56 .075 60.99 35.35 Lumentum LITE ... dd 50.92 +2.26 ...
22.63 7.60 Harrow HROW ... dd 20.89 –0.11 ... 53.25 34.30 IndependentBank IBTX 3.3 18 45.52 +2.38 .38 25.00 17.23 KellyServicesB KELYB 1.4 15 21.60 +0.30 .075 8.32 1.21 LuminarTech LAZR ... dd 1.49 +0.08 ...
10.20 7.25 GCM Grosvenor GCMG 4.5 dd 9.76 +0.07 .11 24.90 14.38 Indivior INDV ... cc 16.12 –0.67 ...
8.21 5.01 Harte-Hanks HHS ... dd 8.12 +0.40 ... 6.56 3.12 KY FirstFedBncp KFFB .0 dd 3.16 –0.05 .10 4.55 2.01 LumosPharma LUMO ... dd 2.32 +0.09 ...
7.40 1.90 GDEV GDEV ... 11 2.86 +0.26 ... 4.88 2.22 IndlLogistics ILPT 1.1 dd 3.68 +0.25 .01
5.88 2.75 HarvardBioSci HBIO ... dd 2.85 +0.03 ... 73.00 27.02 KerosTherap KROS ... dd 45.70 –0.74 ... 3.41 1.18 LyellImmuno LYEL ... dd 1.45 –0.60 ...
14.24 5.01 GDS Holdings GDS ... dd 9.29 +0.52 ... 6.62 2.82 Infinera INFN ... dd 6.09 +0.93 ...
73.58 42.66 Hasbro HAS 4.8 dd 58.50 –3.76 .70 35.00 27.66 KeurigDrPepper KDP 2.6 22 33.40 –0.98 .215 20.82 8.85 Lyft LYFT ... dd 14.10 +0.65 ...
94.50 62.35 GE HealthCare GEHC .2 23 77.92 –1.25 .03 4.55 1.14 InflaRx IFRX ... dd 1.74 +0.20 ...
34.05 18.91 HashiCorp HCP ... dd 33.69 +0.28 ... 47.36 14.56 KewauneeSci KEQU ... 7 47.20 +10.87 ... 6.79 0.25 LyraTherap LYRA ... dd .28 +0.01 ...
20.50 5.61 GEN Restaurant GENK ... 37 9.06 –0.57 ... 11.00 10.07 InflectionPtIIA IPXX ... 34 10.60 +0.03 ...
14.89 3.70 HawaiianHoldings HA ... dd 12.43 –0.21 ... 6.24 3.69 KeyTronic KTCC ... cc 4.05 +0.33 ... M
14.99 5.05 GH Research GHRS ... dd 11.66 –0.14 ... 5.49 2.92 InfoSvcs III 6.1 dd 2.94 –0.07.045
91.16 45.37 Hawkins HWKN .7 25 91.00 +3.01 .16 31.43 19.62 KimballElec KE ... 17 21.98 +0.28 ...
35.68 18.47 G-IIIApparel GIII ... 7 27.07 –0.78 ... 89.59 67.10 InglesMarkets IMKTA 1.0 7 68.61 –0.83 .165 113.50 61.28 Macom Tech MTSI ... cc 111.47 +5.70 ...
26.00 15.02 HawthornBcsh HWBK 3.8 65 19.80 –0.21 .19 7.42 2.34 KingsoftCloud KC ... dd 2.51 –0.08 ...
6.14 1.08 G1Therapeutics GTHX ... dd 2.28 –0.20 ... 18.95 12.95 InhibrxBiosci INBX ... ... 14.17 –0.97 ... 83.27 61.94 MGE Energy MGEE 2.3 22 74.72 –0.82.4275
60.86 41.15 HaynesIntl HAYN 1.5 20 58.70 +0.45 .22 22.09 13.56 KiniksaPharm KNSA ... cc 18.67 +0.06 ...
23.36 12.51 GRAIL GRAL ... ... 15.37 –1.85 ... 48.25 16.72 InMode INMD ... 9 18.24 +0.07 ... 124.96 70.82 MGP Ingredients MGPI .6 17 74.40 +0.33 .12
14.37 5.45 HealthCatalyst HCAT ... dd 6.39 +0.26 ... 3.88 1.40 Kirkland's KIRK ... dd 1.63 –0.17 ...
88.85 59.00 GRAVITY GRVY ... 6 80.75 –3.59 ... 3.29 1.81 InnatePharma IPHA ... dd 1.94 –0.20 ... 139.20 63.44 MKS Instrum MKSI .7 dd 130.58 –0.82 .22
15.14 8.75 HealthcareSvcs HCSG ... 19 10.58 +0.41 ... 7.84 1.37 KodiakSciences KOD ... dd 2.35 –0.29 ...
9.66 0.56 GRIID Infr GRDI ... ... 1.06 –0.14 ... 16.78 5.46 Innodata INOD ... cc 14.83 +1.49 ... 17.48 0.44 MSP Recovery LIFW ... dd .46 –0.04 ...
87.72 61.32 HealthEquity HQY ... 94 86.20 +2.56 ... 31.94 13.29 KornitDigital KRNT ... dd 14.64 +0.07 ...
6.86 1.88 GSI Tech GSIT ... dd 2.65 –0.08 ... 133.71 95.70 Innospec IOSP 1.2 21 123.59 +0.35 .76 181.02 110.87 MYR Group MYRG ... 26 135.71 –4.41 ...
29.12 20.47 HealthStream HSTM .5 48 27.90 +0.20.028 38.96 30.68 KraftHeinz KHC 5.0 14 32.22 –0.73 .40
5.02 2.11 Gaia GAIA ... dd 4.41 –0.40 ... 7.76 3.52 InnovAge INNV ... dd 4.96 +0.21 ... 14.63 8.31 Macatawa MCBC 2.5 12 14.60 +0.28 .09
17.08 9.63 HeartlandExp HTLD .6 dd 12.33 +0.47 .02 22.78 13.13 KratosDefense KTOS ... dd 20.01 –0.64 ...
5.33 1.20 GainTherap GANX ... dd 1.28 –0.01 ... 9.00 4.91 InnovSolSuprt ISSC ... 17 6.00 –0.34 ... 21.88 3.14 Macrogenics MGNX ... dd 4.25 –0.12 ...
45.99 26.44 HeartlandFinUSA HTLF 2.7 27 44.45 +2.07 .30 17.84 9.99 KrispyKreme DNUT 1.3 dd 10.76 –0.51 .035
44.25 24.78 Galapagos GLPG ... dd 24.78 –0.97 ... 16.86 12.22 Innoviva INVA ... 7 16.40 +0.50 ... 299.98 119.76 MadrigalPharm MDGL ... dd 280.16 +1.74 ...
36.36 22.52 Heidrick&Strug HSII 1.9 12 31.58 –2.56 .15 2.29 0.69 KronosBio KRON ... dd 1.24 +0.16 ...
14.83 7.52 Gambling.com GAMB ... 17 8.22 +0.21 ... 11.96 4.13 Inogen INGN ... dd 8.13 –0.02 ... 13.62 8.15 MagicSoftware MGIC 4.2 13 9.63 –0.47.204
143.68 87.50 HelenofTroy HELE ... 13 92.74 –6.11 ... 60.20 40.20 Kulicke&Soffa KLIC 1.6 dd 49.19 +2.48 .20
50.06 41.80 Gaming&Leisure GLPI 6.7 17 45.21 +0.84 .76 7.80 2.69 InozymePharma INZY ... dd 4.46 +0.01 ... 15.73 6.28 Magnite MGNI ... dd 13.29 +0.27 ...
10.83 10.03 HelixAcqnIIA HLXB ... ... 10.22 +0.02 ... 24.17 7.41 KuraOncology KURA ... dd 20.59 –0.35 ...
10.16 6.43 GarrettMotion GTX ... dd 8.59 +0.24 ... 11.17 1.62 Inseego INSG ... dd 10.66 +1.11 ... 12.00 9.00 MagyarBancorp MGYR 1.5 10 11.24 –0.24 .05
11.12 4.79 HelloGroup MOMO .0 6 6.12 –0.05 .52 122.81 51.02 KuraSushiUSA KRUS ... cc 63.09 –24.94 ...
17.10 10.24 Gauzy GAUZ ... dd 12.02 –1.12 ... 11.99 10.40 InsightAcqnA INAQ ... dd 11.37 +0.09 ... 89.83 25.76 MakeMyTrip MMYT ... 45 84.10 +3.55 ...
8.00 6.33 HennessyAdvsrs HNNA 7.7 10 7.12 –0.28.1375 45.31 9.60 KymeraTherap KYMR ... dd 29.85 –2.14 ...
25.62 16.38 GenDigital GEN 2.0 26 24.98 +0.76 .125 212.44 131.59 InsightEnt NSIT ... 25 198.36 –3.41 ... 60.72 31.47 MalibuBoats MBUU ... dd 35.04 –0.41 ...
11.47 10.25 HennessyCapVI HCVI ... dd 10.55 +0.01 ... 35.06 6.75 KyvernaTherap KYTX ... ... 7.50 –0.23 ...
29.11 1.16 GeneDx WGS ... dd 26.14 –1.32 ... 70.65 19.74 Insmed INSM ... dd 67.00 –0.99 ... 5.75 2.94 MammothEnergy TUSK ... dd 3.28 +0.01 ...
82.63 60.01 HenrySchein HSIC ... 22 64.10 –3.16 ... L
11.41 10.48 GenAsia I A GAQ ... 42 11.25 ... ... 25.00 3.15 Inspirato ISPO ... dd 3.50 –0.12 ... 266.94 182.97 ManhattanAssoc MANH ... 80 246.68 +6.57 ...
10.22 7.66 HeritageCommerce HTBK 6.0 10 8.70 +0.76 .13
6.98 0.86 GenerationBio GBIO ... dd 2.82 +0.07 ... 295.00 125.82 Insulet PODD ... 61 201.80 –2.30 ... 6.47 1.13 LavaTherap LVTX ... dd 1.80 –0.06 ... 15.10 6.75 Mannatech MTEX ... dd 6.79 –0.03 ...
22.55 15.50 HeritageFin HFWA 5.1 13 18.03 +1.16 .23
6.05 2.89 Genfit GNFT ... dd 3.61 –0.27 ... 45.43 30.36 Intapp INTA ... dd 36.67 +2.47 ... 141.91 84.16 LGI Homes LGIH ... 11 89.49 –0.54 ... 5.75 3.17 MannKind MNKD ... cc 5.22 +0.11 ...
19.36 2.91 HertzGlobal HTZ ... 6 3.53 –0.54 ...
42.72 24.94 Genmab GMAB ... 21 25.13 –0.90 ... 46.75 22.36 IntegraLifeSci IART ... 57 29.14 –0.37 ... 59.38 39.72 LKQ LKQ 2.9 13 41.59 –0.07 .30 42.95 22.13 Maplebear CART ... dd 32.14 +0.63 ...
13.98 3.28 Hesai HSAI ... dd 4.19 –0.03 ...
37.58 27.86 Gentex GNTX 1.4 18 33.71 –0.02 .12 20.88 7.98 IntegralAd IAS ... cc 9.72 –0.05 ... 289.88 200.18 LPL Financial LPLA .4 21 279.30 –0.34 .30 13.31 4.52 MaravaiLifeSci MRVI ... dd 7.16 –0.08 ...
87.39 34.96 Hibbett HIBB 1.1 11 87.21 +0.33 .25
66.54 38.21 Gentherm THRM ... 34 49.32 –1.73 ... 51.28 29.73 Intel INTC 1.6 32 30.97 –0.12 .125 16.97 11.44 LSI Inds LYTS 1.4 16 14.47 –0.24 .05 2.14 1.11 Marchex MCHX ... dd 1.54 +0.09 ...
10.06 1.96 HighestPerf HPH ... dd 6.68 –1.52 ...
17.09 7.22 GeospaceTech GEOS ... 8 8.98 +0.08 ... 46.50 19.37 IntelliaTherap NTLA ... dd 22.38 –1.84 ... 13.15 9.51 LakeShoreBancorp LSBK .0 18 12.51 +0.21 .18 23.45 18.13 Marex MRX ... ... 20.00 +0.53 ...
18.42 10.58 HighPeakEner HPK 1.1 11 14.06 –0.02 .04
35.67 24.85 GermanAmBncp GABC 3.1 12 35.35 +2.39 .27 4.46 1.56 Intellicheck IDN ... dd 3.42 –0.02 ... 73.22 44.47 LakelandFin LKFN 3.1 17 61.52 +2.35 .48 11.26 1.10 MarinusPharm MRNS ... dd 1.17 –0.16 ...
5.34 1.64 Geron GERN ... dd 4.24 –0.41 ... 20.22 9.94 HilleVax HLVX ... dd 14.46 +1.39 ...
6.78 2.85 Inter INTR .5 26 6.15 +0.37 .03 24.80 13.63 LakelandInds LAKE .5 30 22.94 +0.05 .03 297.97 192.42 MarketAxess MKTX 1.5 29 200.53 +6.12 .74
87.40 59.11 GibraltarInds ROCK ... 18 68.55 –1.15 ... 10.85 6.02 HillmanSolns HLMN ... dd 8.85 +0.20 ...
156.75 108.39 InterParfums IPAR 2.6 27 116.03 +3.52 .75 1101.81 574.42 LamResearch LRCX .8 39 1064.85 +14.502.00 3.62 1.12 MarketWise MKTW 3.4 23 1.16 –0.04 .01
45.18 6.70 GigaCloudTech GCT ... 12 30.42 +1.09 ... 8.73 4.80 HimaxTechs HIMX 3.5 29 7.94 –0.27 .29
129.19 72.60 InteractiveBrkrs IBKR .8 21 122.60 +2.42 .25 122.22 77.21 LamarAdv LAMR 4.4 25 119.53 +2.22 1.30 7.36 4.65 Marqeta MQ ... dd 5.48 +0.21 ...
7.16 4.31 GilatSatellite GILT ... 11 4.47 –0.13 ... 229.99 147.01 HinghamSvg HIFS 1.4 16 178.88 +13.87 .63
3.72 0.99 Intercure INCR ... ... 2.01 –0.12 ... 215.31 158.88 LancasterColony LANC 1.9 39 188.97 +1.50 .90 260.57 178.24 Marriott MAR 1.0 25 241.77 –1.76 .63
87.87 62.07 GileadSciences GILD 4.5 cc 68.61 –2.06 .77 21.50 1.12 HoldcoNuvo NUVO ... dd 1.20 –0.24 ...
119.86 74.65 InterDigital IDCC 1.4 17 116.56 –1.03 .40 21.78 15.70 LandmarkBncp LARK 4.4 9 19.20 –0.26 .21 11.75 10.36 MarsAcqn MARX ... 38 10.90 +0.11 ...
78.53 40.19 GitLab GTLB ... dd 49.72 +5.90 ... 27.26 16.25 HollysysAuto HOLI ... 18 21.64 +0.06 ...
18.47 8.26 Interface TILE .3 15 14.68 +0.01 .01 208.62 161.13 LandstarSystem LSTR .7 28 184.48 +2.43 .33 23.38 15.33 MartenTransport MRTN 1.3 26 18.45 +0.83 .06
23.34 18.40 GladstoneCap GLAD 8.5 7 23.27 +0.78 .165 82.45 64.02 Hologic HOLX ... 38 74.25 +1.18 ...
61.46 41.96 IntlBcshs IBOC 2.3 9 57.21 +2.18 .66 91.81 50.20 Lantheus LNTH ... 12 80.29 +1.19 ... 3.42 1.98 MartinMidstream MMLP .6 34 3.23 –0.08.005
15.04 11.40 GladstoneComm GOOD 8.4 dd 14.27 +0.39 .10 44.00 31.47 HomeBancorp HBCP 2.5 8 40.01 +2.66 .25
4.57 3.07 Intevac IVAC ... dd 3.86 –0.05 ... 8.70 1.41 LanzaTechGlobal LNZA ... dd 1.85 +0.14 ... 85.76 46.07 MarvellTech MRVL .3 dd 69.90 –1.99 .06
14.96 12.14 GladstoneInvt GAIN 6.9 6 13.98 +0.10 .08 15.82 4.20 HomeStreet HMST 3.5 dd 11.40 +0.44 .10
84.89 45.50 Intra-Cellular ITCI ... dd 68.49 –8.09 ... 4.76 1.38 Largo LGO ... dd 1.85 –0.11 ... 167.04 75.22 Masimo MASI ... 86 125.94 –5.23 ...
17.44 12.31 GladstoneLand LAND 4.1 cc 13.69 +0.51.0466 30.99 19.37 HomeTrustBcshs HTBI 1.5 9 30.03 +2.27 .11
676.62 444.19 Intuit INTU .5 61 657.21 +25.06 .90 13.68 2.18 LarimarTherap LRMR ... dd 7.25 –0.88 ... 31.70 18.01 MasterCraftBoat MCFT ... 9 18.88 –0.44 ...
12.00 10.37 GlblBlockchain GBBK ... cc 11.00 –0.15 ... 4.89 1.06 Honest HNST ... dd 2.92 +0.44 ...
13.25 2.09 IntuitiveMachinesA LUNR ... 12 3.30 –0.36 ... 4.77 2.04 Latham SWIM ... 82 3.03 –0.59 ... 49.24 27.66 MatchGroup MTCH ... 13 30.38 –0.63 ...
218.36 174.88 Honeywell HON 2.0 25 213.54 –1.55 1.08
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

0.28 0.01 GlbBlockchainRt GBBKR ... ... .06 ... ... 447.11 254.85 IntuitiveSurgical ISRG ... 80 444.85 +12.29 ... 98.30 51.96 LatticeSemi LSCC ... 37 57.99 –0.57 ... 9.50 4.70 Materialise MTLS ... 41 5.01 –0.02 ...
45.72 27.30 Global-EOnline GLBE ... dd 36.27 +5.06 ... 27.15 13.21 HookerFurnishings HOFT 6.4 39 14.48 +0.97 .23
4.75 2.52 Inventiva IVA ... dd 2.99 +0.32 ... 16.60 11.65 LaureateEduc LAUR .0 19 14.94 +0.96 .70 13.90 5.50 MatrixService MTRX ... dd 9.93 –0.29 ...
10.42 10.04 GlobalLightsAcqn GLAC ... dd 10.31 –0.03 ... 12.51 8.14 HopeBancorp HOPE 5.2 11 10.74 +0.54 .14
25.24 25.07 InvscBS32HYCpBd BSJW ... ... 25.16 –0.07 ... 9.00 4.75 Lavoro LVRO ... dd 5.43 +0.12 ... 22.64 16.08 Mattel MAT ... 20 16.26 –1.56 ...
0.42 0.15 GlobalLightsAcqnRt GLACR ... ... .21 +0.01 ... 14.71 9.22 HorizonBancorp HBNC 5.2 23 12.37 +0.62 .16
17.99 9.07 Investar ISTR 2.6 9 15.40 +0.77 .10 13.76 1.91 LeadRealEstate LRE ... 9 2.21 –6.49 ... 4.99 1.73 Matterport MTTR ... dd 4.47 +0.44 ...
14.98 10.91 GlobalStarAcqn GLSTU ... ... 11.31 –0.54 ... 11.04 10.43 HorizonSpaceI HSPO ... 33 11.04 +0.03 ...
4.50 2.98 InvestcpCredit ICMB14.3 dd 3.36 +0.02 .03 9.99 0.71 LeddarTech LDTC ... dd .80 –0.16 ... 48.86 23.42 MatthewsIntl MATW 3.8 24 25.05 +0.06 .24
12.31 10.41 GlobalStarA GLST ... cc 11.12 +0.08 ... 0.22 0.04 HorizonSpaceI Rt HSPOR ... ... .09 –0.03 ...
12.16 10.66 InvestcorpEur I A IVCB ... 51 11.35 ... ... 15.89 7.56 LeeEnterprises LEE ... dd 11.11 –1.13 ... 5.55 2.45 MaxCyte MXCT ... dd 3.92 –0.32 ...
0.18 0.02 GlobalStarRt GLSTR ... ... .13 –0.03 ... 13.73 10.75 HorizonTechFin HRZN11.0 dd 12.04 +0.32 .11
11.90 10.67 InvestcorpIndiaA IVCA ... 37 11.35 +0.03 ... 26.50 17.67 LegacyHousing LEGH ... 11 22.94 +0.11 ... 29.41 0.85 MaxeonSolar MAXN ... dd .85 –0.18 ...
13.43 9.34 GlobalWaterRscs GWRS 2.5 47 12.10 +0.10.0251 21.31 14.92 HostHotels HST 4.4 18 17.98 –0.35 .20
192.84 127.71 InvestorsTitle ITIC 1.0 14 180.13 +6.82 .46 15.68 7.95 LegalZoom LZ ... 78 8.39 +0.13 ... 35.09 13.43 MaxLinear MXL ... dd 20.14 –0.02 ...
68.57 45.52 GlobalFoundries GFS ... 31 50.56 –0.54 ... 9.40 0.68 HubCyberSecurity HUBC ... ... .82 –0.01 ...
5.20 1.05 Invivyd IVVD ... dd 1.10 –0.14 ... 77.32 38.60 LegendBiotech LEGN ... dd 44.29 +1.68 ... 130.86 88.63 McGrathRent MGRC 1.8 21 106.55 –0.83 .475
3.53 0.24 GlycoMimetics GLYC ... dd .28 +0.02 ... 47.59 31.73 HubGroup HUBG 1.2 13 43.05 ... .125
54.44 35.95 IonisPharm IONS ... dd 47.66 +5.83 ... 84.15 44.27 LeMaitreVascular LMAT .8 55 82.28 +0.78 .16 10.49 6.28 MedallionFinl MFIN 5.2 4 7.68 +0.20 .10
17.94 7.53 Gogo GOGO ... 8 9.62 +0.39 ... 23.30 10.37 HudsonAcqnI HUDA ... dd 13.50 +0.20 ...
18.33 3.21 IovanceBiotherap IOVA ... dd 8.02 +0.01 ... 52.76 10.12 LendingTree TREE ... dd 41.59 +1.81 ... 2.66 1.26 MediciNova MNOV ... dd 1.44 +0.05 ...
3.55 1.21 Gogoro GGR ... dd 1.54 +0.14 ... 2.50 0.10 HudsonAcqnIRt HUDAR ... ... .23 –0.03 ...
6.47 3.06 iQIYI IQ ... 13 3.67 –0.19 ... 26.63 15.75 LeonardoDRS DRS ... 37 25.51 –0.49 ... 19.86 7.10 MediWound MDWD ... dd 15.52 +2.06 ...
31.77 19.70 GolarLNG GLNG 3.2 30 31.35 +2.47 .25 24.00 13.38 HudsonGlobal HSON ... dd 16.61 –0.45 ...
50.85 36.12 iRadimed IRMD 1.4 31 43.94 +1.04 .15 5.33 3.00 LesakaTech LSAK ... dd 4.68 –0.27 ... 437.39 227.21 Medpace MEDP ... 42 411.85 +7.82 ...
1.39 0.43 HuizeHolding HUIZ ... 6 1.01 ... ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

47.50 28.20 GoldenEnt GDEN 3.2 3 31.11 +0.52 .25 124.12 70.24 iRhythmTechs IRTC ... dd 107.64 +4.62 ... 10.37 3.79 Leslie's LESL ... 52 4.19 –0.19 ... 3.99 0.60 MeihuaIntlMed MHUA ... 2 .85 +0.04 ...
15.77 6.89 GoldenOcean GOGL 5.8 15 13.80 +0.29 .30 9.97 1.96 Humacyte HUMA ... dd 4.80 –0.37 ...
3.65 1.31 Iridex IRIX ... dd 2.16 +0.04 ... 22.33 9.00 LexeoTherap LXEO ... dd 16.04 –0.16 ... 7.60 3.49 MeiraGTx MGTX ... dd 4.21 –0.19 ...
11.21 8.80 GoldenStarAcqn GODN ... 52 10.81 +0.01 ... 219.51 153.12 JBHunt JBHT 1.1 25 160.00 +3.82 .43
62.40 24.14 IridiumComm IRDM 2.0 cc 26.62 +1.55 .14 3.73 0.92 LexiconPharm LXRX ... dd 1.68 –0.17 ... 13.91 6.10 MelcoResorts MLCO ... dd 7.46 –0.48 ...
1.00 0.14 GoldenStarAcqnRt GODNR ... ... .36 +0.11 ... 14.30 9.25 HuntingtonBcshs HBAN 4.7 12 13.18 +0.55 .155
14.95 2.79 IrisEnergy IREN ... ... 11.29 –1.99 ... 3.01 1.56 LexinFintech LX 9.7 2 1.65 –0.07 .066 1825.00 1063.02 MercadoLibre MELI ... 74 1643.40 +43.35 ...
17.72 13.24 GolubCapital GBDC 9.9 8 15.71 +0.19 .05 28.20 15.10 Hurco HURC .0 dd 15.26 –0.76 .16
51.49 6.48 iRobot IRBT ... dd 9.11 +0.01 ... 47.33 17.75 LiAuto LI ... 12 17.88 +0.01 ... 42.82 26.95 MercantileBank MBWM 3.5 8 40.57 +3.70 .35
9.37 4.14 GoodRx GDRX ... dd 7.80 +0.07 ... 113.31 77.99 HuronConsulting HURN ... 28 98.50 +0.34 ...
10.09 9.97 IronHorseAcqns IROH ... ... 10.06 ... ... 95.61 47.17 LibertyBroadbandA LBRDA ... 9 54.60 +2.37 ... 11.20 7.01 MercerIntl MERC 3.5 dd 8.54 –0.09 .075
16.51 10.92 Goodyear GT ... dd 11.35 +0.07 ... 22.75 6.18 Hut8 HUT ... 9 14.99 +2.64 ...
0.30 0.18 IronHorseAcqnsRt IROHR ... ... .26 +0.03 ... 95.68 46.46 LibertyBroadbandC LBRDK ... 9 54.82 +2.18 ... 40.95 25.31 MercurySystems MRCY ... dd 26.99 –1.25 ...
92.76 50.47 GooseheadIns GSHD ... 92 57.44 +1.25 ... 1.64 0.69 Hydrofarm HYFM ... dd .69 –0.05 ...
15.70 5.47 IronwoodPharm IRWD ... dd 6.52 +0.43 ... 20.56 15.01 LibertyGlobalA LBTYA ... dd 17.43 +0.19 ... 14.24 8.26 Meridian MRBK 4.8 10 10.52 +0.32 .125
4.45 1.28 GoPro GPRO ... dd 1.42 +0.05 ... 3.28 0.76 Hyperfine HYPR ... dd .85 +0.02 ...
11.51 10.39 IsraelAcqns ISRL ... 38 11.00 ... ... 21.83 16.03 LibertyGlobalC LBTYK ... dd 17.85 +0.20 ... 86.44 62.58 MeritMedical MMSI ... 49 85.95 +3.74 ...
11.10 10.23 GoresIX A GHIX ... dd 10.57 –0.07 ... 7.50 0.32 Hywin HYW ... ... .37 –0.04 ...
18.75 8.20 iTeosTherap ITOS ... dd 14.84 +0.04 ... 9.85 5.90 LibertyLatAmA LILA ... dd 9.61 +0.61 ... 6.28 0.80 MersanaTherap MRSN ... dd 2.01 –0.12 ...
1.88 0.45 GossamerBio GOSS ... dd .90 +0.25 ... 2.17 0.32 HyzonMotors HYZN ... dd .32 –0.06 ...
111.00 56.11 Itron ITRI ... 28 98.96 –0.16 ... 9.74 5.95 LibertyLatAmC LILAK ... dd 9.62 +0.61 ... 61.61 19.81 Merus MRUS ... dd 59.17 +4.33 ...
3.92 2.90 Grab GRAB ... dd 3.55 +0.01 ... I 31.01 22.36 IturanLocation ITRN 6.3 10 24.64 –0.40 .39 70.21 55.08 LibertyFormOne A FWONA ... 49 64.23 –1.14 ... 145.46 82.86 MesaLabs MLAB .7 dd 86.77 –5.97 .16
156.56 101.04 GrandCanyonEduc LOPE ... 20 139.91 +4.34 ... 69.85 41.39 IAC IAC ... dd 46.85 –0.34 ... 43.24 29.48 LibertyLiveA LLYVA ... ... 37.51 +2.01 ... 10.24 1.61 Mesoblast MESO ... ... 6.81 –0.20 ...
14.00 3.40 GraphjetTech GTI ... cc 4.89 +0.09 ... J
0.59 0.06 IB Acqn Rt IBACR ... ... .08 –0.03 ... 78.58 60.95 LibertyFormOne C FWONK ... 55 71.84 –0.06 ... 531.49 274.38 MetaPlatforms META .4 29 504.22 +9.44 .50
11.82 7.65 GreatElmCap GECC13.1 5 10.68 +0.60 .35 36.84 15.30 JakksPacific JAKK ... 6 17.91 +0.29 ...
21.61 11.45 IBEX IBEX ... 11 16.18 –0.01 ... 44.16 29.63 LibertyLiveC LLYVK ... ... 38.27 +1.87 ... 12.74 3.34 Metagenomi MGX ... ... 4.08 +0.50 ...
2.20 1.59 GreatElm GEG ... dd 1.80 +0.06 ... 177.71 133.23 J&JSnackFoods JJSF 1.8 37 162.37 –4.44 .735
158.00 114.51 ICF Intl ICFI .4 30 148.46 +8.02 .14 31.69 20.13 LibertySirius A LSXMA ... 9 22.15 +0.04 ... 11.50 10.60 MetalSkyStar MSSA ... 44 11.35 ... ...
9.78 6.12 GreatLakesDredge GLDD ... 16 8.78 –0.04 ... 41.95 20.82 JD.com JD 2.9 12 25.84 –2.26 .76
182.62 78.28 ICU Medical ICUI ... dd 118.75 +2.65 ... 31.53 20.94 LibertySirius B LSXMB ... 9 21.79 +0.13 ... 56.43 38.31 Methanex MEOH 1.5 20 48.26 –0.38 .185
61.94 45.66 GreatSouthernBncp GSBC 2.9 11 55.61 +3.17 .40 29.95 0.45 J-Long JL .0 ... .52 +0.05 .19
47.74 20.90 IDEAYA Bio IDYA ... dd 35.11 –1.88 ... 31.67 20.05 LibertySirius C LSXMK ... 9 22.16 +0.06 ... 26.84 17.22 MetroCityBkshs MCBS 3.0 13 26.40 +1.64 .20
36.02 14.40 GreenPlains GPRE ... dd 15.86 +0.86 ... 43.20 27.88 Joyy YY 4.0 6 30.09 +0.85 .20
583.39 372.50 IdexxLab IDXX ... 47 487.20 –8.53 ... 32.93 26.00 Life360 LIF ... dd 32.39 +1.18 ... 100.57 68.75 MicrochipTech MCHP 2.0 26 91.50 –0.08 .452
9.26 2.17 GreenidgeGen GREE ... dd 2.69 –0.07 ... 178.37 136.57 JackHenry JKHY 1.3 32 166.02 –0.72 .55
184.38 53.00 IES Holdings IESC ... 20 139.33 +7.11 ... 11.46 4.50 LifecoreBiomed LFCR ... ... 5.13 +0.11 ... 157.54 60.50 MicronTech MU .3 dd 131.53 –8.01 .115
13.61 9.94 GreenlightCapRe GLRE ... 4 13.10 +0.14 ... 99.56 49.33 JackintheBox JACK 3.5 9 50.94 +0.77 .44
17.70 3.81 IGM Biosci IGMS ... dd 6.87 –0.43 ... 12.88 3.31 LifeMD LFMD ... dd 6.86 –0.10 ... 456.17 309.45 Microsoft MSFT .7 39 446.95 –2.83 .75
12.15 5.30 Grifols GRFS ... 25 6.31 –0.70 ... 19.07 6.35 JamesRiver JRVR 2.6 dd 7.73 +0.35 .05
3.17 1.16 I-Mab IMAB ... dd 1.67 –0.01 ... 9.53 4.64 LifeStanceHealth LFST ... dd 4.91 –0.38 ... 1999.99 307.11 MicroStrategy MSTR ... dd 1377.48 –106.28 ...
14.90 7.35 GrindrodShipping GRIN .9 dd 13.80 –0.051.016 22.89 14.68 JamfHolding JAMF ... dd 16.50 +1.44 ...
2.48 0.65 IN8bio INAB ... dd .85 –0.04 ... 11.68 4.86 LifetimeBrands LCUT 2.0 dd 8.59 –0.33.0425 2.91 0.30 Microvast MVST ... dd .46 +0.02 ...
3.33 0.62 Gritstone GRTS ... dd .62 –0.10 ... 65.60 5.65 JanuxTherap JANX ... dd 41.89 +0.93 ...
2.18 0.82 IO Biotech IOBT ... dd 1.17 –0.02 ... 28.61 5.77 LifewayFoods LWAY ... 15 12.77 +0.40 ... 4.76 0.86 MicroVision MVIS ... dd 1.06 +0.09 ...
36.54 19.73 GroceryOutlet GO ... 35 22.12 +0.90 ... 146.70 103.01 JazzPharm JAZZ ... 23 106.73 –1.24 ...
141.85 80.27 IPG Photonics IPGP ... 22 84.39 +1.04 ... 94.57 49.24 LigandPharm LGND ... 16 84.26 +4.87 ... 25.64 18.63 MidPennBancorp MPB 3.6 9 21.95 +1.77 .20
19.56 5.82 Groupon GRPN ... dd 15.30 +0.45 ... 17.50 0.32 Jet.AI JTAI ... dd .34 –0.10 ...
25.70 17.54 i3Verticals IIIV ... cc 22.08 +2.57 ... 108.90 62.16 Light&Wonder LNW ... 43 104.88 +2.82 ... 16.36 12.35 MidCapFin MFIC10.0 9 15.14 +0.11 .38
100.21 50.23 GrAeroportuario OMAB ... 11 67.65 –0.98 ... 9.45 3.42 JetBlue JBLU ... dd 6.09 +0.35 ...
12.15 10.56 IXAcqnA IXAQ ... 39 11.40 +0.01 ... 1.90 0.60 Lilium LILM ... dd .79 ... ... 161.01 109.59 Middleby MIDD ... 17 122.61 –3.29 ...
41.06 15.81 GuardantHealth GH ... dd 28.88 –0.68 ... 48.81 21.38 JFrog FROG ... dd 37.55 +3.75 ...
36.00 15.00 IcahnEnterprises IEP 24.3 dd 16.48 +0.80 1.00 22.72 13.88 Limoneira LMNR 1.4 dd 20.81 +0.85 .075 84.35 45.42 MiddlesexWater MSEX 2.5 26 52.26 +0.86 .325
7.93 3.13 GulfIslandFab GIFI ... dd 6.07 –0.13 ... 3.27 0.86 JianzhiEduc JZ ... dd .87 –0.29 ...
46.43 22.26 Ichor ICHR ... dd 38.55 +1.93 ... 13.05 6.00 LincolnEduc LINC ... 14 11.86 +1.41 ... 28.47 19.61 MidlandStBncp MSBI 5.5 9 22.65 +1.24 .31
2.63 0.85 GulfResources GURE ... dd 1.03 –0.26 ... 7.57 4.45 Jiayin JFIN 12.3 2 6.18 ... .40
4.01 1.03 iClickInteract ICLK ... dd 1.28 +0.03 ... 261.13 164.00 LincolnElectric LECO 1.5 20 188.64 +0.73 .71 27.78 19.19 MidWestOneFin MOFG 4.3 16 22.49 +2.03.2425
H 62.17 33.17 JohnsonOutdoors JOUT 3.8 75 34.98 +1.03 .33
344.77 221.20 Icon ICLR ... 38 313.47 –5.31 ... 477.71 358.37 Linde LIN 1.3 34 438.81 –3.94 1.39 3.86 1.22 MilestonePharm MIST ... dd 1.32 –0.06 ...
66.18 38.06 H&E Equipment HEES 2.5 9 44.17 +0.65 .275 4.74 0.81 iHeartMedia IHRT ... dd 1.09 +0.09 ... K 12.84 6.83 LionsgateStudios LION ... 55 8.06 +0.18 ... 31.33 14.50 MillerKnoll MLKN 2.8 24 26.49 +0.89.1875
21.87 17.42 HBT Finl HBT 3.7 9 20.42 +1.75 .19 6.94 1.02 IkenaOncology IKNA ... dd 1.65 –0.07 ... 876.55 440.15 KLA KLAC .7 43 824.51 +7.96 1.45 21.10 13.99 LiquiditySvcs LQDT ... 31 19.98 +0.90 ... 25.60 14.46 MillicomIntl TIGO ... cc 24.55 +1.71 ...
2.32 0.61 HCW Biologics HCWB ... dd .65 –0.08 ... 190.13 86.49 Illumina ILMN ... dd 104.38 –1.13 ... 13.42 4.18 KLX Energy KLXE ... dd 4.95 +0.50 ... 309.94 212.80 Littelfuse LFUS 1.0 29 255.59 –10.31 .65 2.28 1.82 Mind CTI MNDO12.9 7 1.86 –0.01 .24
24.95 17.60 HMN Fin HMNF 1.5 18 22.89 +1.50 .10 11.04 5.94 Immersion IMMR 1.8 7 9.41 –0.87.045 9.37 4.30 KVH Inds KVHI ... dd 4.65 +0.15 ... 64.47 42.75 LivaNova LIVN ... dd 54.82 –1.34 ... 12.22 2.41 MindMed MNMD ... dd 7.21 –0.15 ...
21.92 11.51 Hutchmed HCM ... 30 17.12 –0.81 ... 11.06 1.28 Immuneering IMRX ... dd 1.28 –0.15 ... 102.42 53.67 KaiserAlum KALU 3.5 25 87.90 –0.73 .77 6.41 0.45 LivePerson LPSN ... dd .58 –0.05 ... 17.44 5.85 MineralysTherap MLYS ... dd 11.70 –0.34 ...
15.04 0.75 HWH Intl HWH ... 16 1.02 –0.11 ... 3.11 0.95 Immunic IMUX ... dd 1.11 ... ... 2.27 0.76 Kaltura KLTR ... dd 1.20 –0.06 ... 6.51 0.31 LixiangEduc LXEH ... dd .38 –0.04 ... 35.56 23.14 MirumPharm MIRM ... dd 34.19 +2.14 ...
48.84 30.20 H World HTHT 1.8 21 33.32 –0.35 .31 10.53 1.25 ImmunityBio IBRX ... dd 6.32 –0.94 ... 16.88 7.21 KalVistaPharm KALV ... dd 11.78 +0.04 ... 23.63 19.80 LoganRidgeFin LRFC 5.4 dd 22.40 ... .33 13.00 8.19 MissionProduce AVO ... 40 9.88 –0.04 ...
26.69 20.23 HackettGroup HCKT 2.0 17 21.72 +0.06 .11 76.98 33.05 Immunocore IMCR ... dd 33.89 –2.04 ... 6.53 4.08 Kamada KMDA ... 22 4.96 +0.18 ... 102.59 57.77 LogitechIntl LOGI 1.2 25 96.88 +0.771.1805 45.10 23.49 Mobileye MBLY ... dd 28.09 +1.20 ...
13.24 5.69 HainCelestial HAIN ... dd 6.91 –0.13 ... 3.10 0.94 ImmunoPrecise IPA ... dd 1.01 ... ... 4.08 1.76 KandiTech KNDI ... cc 2.19 +0.36 ... 28.15 3.60 LongboardPharm LBPH ... dd 27.03 +6.22 ... 12.50 1.17 MobixLabs MOBX ... dd 1.64 –0.18 ...
53.00 32.83 HalozymeTherap HALO ... 22 52.36 +0.81 ... 45.58 18.16 Immunovant IMVT ... dd 26.40 –0.92 ... 22.74 12.57 Kanzhun BZ .0 46 18.81 –1.19 .18 4.70 2.03 LoopIndustries LOOP ... dd 2.09 –0.16 ... 170.47 62.55 Moderna MRNA ... dd 118.75 –14.65 ...
130.97 76.47 HamiltonLane HLNE 1.6 34 123.58 +6.05 .49 3.34 1.58 Immutep IMMP ... dd 2.01 –0.73 ... 30.94 16.90 KaratPkg KRT 3.2 20 29.58 +0.83 .35 13.00 0.83 Lottery.com LTRY ... dd .94 –0.35 ... 54.64 19.64 ModivCare MODV ... dd 26.24 +0.37 ...
49.65 32.16 HancockWhitney HWC 3.3 11 47.83 +2.83 .40 175.41 48.39 Impinj PI ... dd 156.77 +7.78 ... 1.95 0.62 KaryopharmTherap KPTI ... dd .87 –0.11 ... 17.99 5.50 LotusTech LOT ... dd 6.62 –0.20 ... 12.70 3.32 MolecularPtrs MOLN ... dd 7.23 –2.37 ...
20.31 13.87 HanmiFinancial HAFC 6.0 7 16.72 +1.36 .25 71.85 36.73 InariMedical NARI ... dd 48.15 +2.15 ... 136.39 81.40 Kaspi.kz KSPI 5.4 13 129.01 –0.451.8954 29.81 14.18 Lovesac LOVE ... 27 22.58 –0.68 ... 75.40 56.25 MonarchCasino MCRI 1.8 16 68.13 –0.07 .30
18.86 13.62 HanoverBancorp HNVR 2.4 9 16.50 –0.40 .10 12.68 0.80 IncannexHealthcare IXHL ... ... 2.94 –0.56 ... 24.76 8.26 Katapult KPLT ... dd 16.81 +0.33 ... 8.37 2.29 Lucid LCID ... dd 2.61 +0.12 ... 249.00 122.13 monday.com MNDY ... cc 240.76 +15.79 ...
 42 BARRON’S July 1, 2024

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.
9.30 1.92 Mondee MOND ... dd 2.40 +0.22 ... 73.69 26.85 Nutanix NTNX ... dd 56.85 +3.45 ... 11.48 10.54 PearlHldgsAcqnA PRLH ... 48 11.02 +0.03 ... 9.15 3.60 QurateRetailB QRTEB ... dd 4.23 +0.38 ... 12.00 2.75 SanaBiotech SANA ... dd 5.46 –0.05 ...
77.20 60.75 Mondelez MDLZ 2.6 21 65.44 –1.07 .425 89.39 38.78 Nuvalent NUVL ... dd 75.86 –3.39 ... 69.26 37.66 Pegasystems PEGA .2 74 60.53 +1.71 .03 1.80 0.40 QurateRetailA QRTEA ... dd .63 –0.02 ... 27.90 19.27 SandySpringBncp SASR 5.6 12 24.36 +1.61 .34
10.43 0.74 MoneyHero MNY ... dd 1.89 –0.49 ... 25.51 24.99 NuvPfd&Incm NPFI 5.4 ... 25.45 +0.05.1325 9.87 2.70 Peloton PTON ... dd 3.38 –0.23 ... R 120.98 90.02 Sanfilippo JBSS .8 17 97.17 +0.04 1.00
509.62 214.74 MongoDB MDB ... dd 249.96 +22.41 ... 37.41 13.32 Nuvei NVEI 1.2 dd 32.38 +0.43 .10 24.09 10.31 Pennant PNTG ... 43 23.19 +0.67 ... 1.67 0.29 SangamoTherap SGMO ... dd .36 –0.09 ...
856.30 392.10 MonolithicPower MPWR .6 98 821.68 –4.49 1.25 140.76 39.23 NVIDIA NVDA .0 72 123.54 –3.03 .01 27.59 17.01 PennsWoodsBncp PWOD 6.2 9 20.55 +0.64 .32 27.35 2.81 RaptTherap RAPT ... dd 3.05 –0.09 ... 6.40 2.18 SangomaTechs SANG ... dd 5.01 –0.25 ...
43.65 22.35 Monro MNRO 4.7 21 23.86 +0.75 .28 20.00 4.00 Nyxoah NYXH ... dd 6.97 –1.54 ... 34.85 24.84 PeoplesBncpOH PEBO 5.3 9 30.00 +1.46 .40 20.22 11.15 RBB Bancorp RBB 3.4 9 18.81 +1.61 .16 69.80 43.41 Sanmina SANM ... 16 66.25 –0.79 ...
61.23 47.13 MonsterBev MNST ... 31 49.95 +0.86 ... 31.59 17.31 PeoplesBncpNC PEBK 2.6 10 29.20 +0.61 .19 77.68 41.79 RCI Hospitality RICK .6 21 43.56 +0.61 .06 55.72 42.63 Sanofi SNY ... 21 48.52 +1.31 ...
O 32.15 14.40 RCM Tech RCMT ... 9 18.72 –0.29 ...
8.84 2.44 MonteRosaTherap GLUE ... dd 3.74 +0.11 ... 49.99 36.26 PeoplesFinSvcs PFIS 3.6 14 45.54 +5.96 .41 35.33 24.39 SapiensIntl SPNS 1.6 29 33.93 +0.18 .28
56.00 24.12 OddityTech ODD ... cc 39.26 –0.17 ... 28.80 11.33 REGENXBIO RGNX ... dd 11.70 –0.32 ...
12.47 10.46 MontereyCapA MCAC ... dd 11.30 ... ... 18.72 3.72 PepGen PEPG ... dd 15.96 –1.10 ... 173.25 55.25 SareptaTherap SRPT ... cc 158.00 –2.72 ...
58.98 37.24 ODP ODP ... 19 39.27 +0.32 ... 11.70 10.44 RF Acqn A RFAC ... dd 11.05 +0.01 ...
0.30 0.01 MontereyCapRt MCACR ... ... .18 +0.02 ... 192.38 155.83 PepsiCo PEP 3.3 25 164.93 –2.351.355 5.70 2.76 Savara SVRA ... dd 4.03 +0.15 ...
111.35 59.34 ON Semi ON ... 14 68.55 +0.03 ... 0.21 0.01 RF Acqn Rt RFACR ... ... .10 –0.01 ...
316.06 188.97 Morningstar MORN .5 60 295.85 +4.58.405 10.12 10.03 PerceptiveCap PCSC ... ... 10.06 –0.03 ... 50.95 26.99 ScanSource SCSC ... 14 44.31 –0.58 ...
11.49 8.18 OP Bancorp OPBK 5.0 7 9.59 +0.18 .12 4.25 2.51 RF Industries RFIL ... dd 3.49 +0.10 ...
62.08 19.35 Morphic MORF ... dd 34.07 +5.60 ... 24.66 11.88 PerdoceoEduc PRDO 2.1 9 21.42 +0.54 .11 21.17 5.93 ScholarRock SRRK ... dd 8.33 –0.12 ...
2.24 0.85 OPKO Health OPK ... dd 1.25 +0.03 ... 21.89 15.36 RGC Resources RGCO 3.9 16 20.45 +0.72 .20
19.50 4.18 MorphoSys MOR ... dd 18.20 ... ... 16.52 7.94 PerellaWeinberg PWP 1.7 dd 16.25 +1.98 .07 45.98 32.50 Scholastic SCHL 2.3 24 35.47 +0.26 .20
1169.11 860.10 OReillyAuto ORLY ... 27 1056.06 –25.73 ... 18.70 8.87 R1 RCM RCM ... dd 12.56 ... ...
10.40 4.36 MotorcarParts MPAA ... dd 6.17 –0.52 ... 96.93 42.51 Perficient PRFT ... 32 74.79 +0.31 ... 59.24 18.21 Schrodinger SDGR ... dd 19.34 +0.56 ...
145.25 103.04 OSI Systems OSIS ... 19 137.52 +1.33 ... 3.18 1.15 RackspaceTech RXT ... dd 2.98 +0.59 ...
17.00 3.03 MuralOncology MURA ... dd 3.14 –0.10 ... 3.31 2.00 PerformantFin PFMT ... dd 2.90 +0.13 ... 145.17 104.27 ScienceApplicat SAIC 1.3 14 117.55 +0.24 .37
21.64 18.41 OaktreeSpec OCSL11.7 14 18.81 –0.09 .55 36.64 14.03 RadiusRecycling RDUS 4.9 dd 15.27 +0.68.1875
7.58 3.01 Mynaric MYNA ... dd 4.17 +0.16 ... 36.86 8.14 PerionNetwork PERI ... 4 8.35 –0.47 ... 10.59 3.24 scPharm SCPH ... dd 4.35 +0.32 ...
2.32 0.44 Oatly OTLY ... dd .94 ... ... 64.06 25.11 RadNet RDNT ... cc 58.92 +0.18 ...
25.95 13.82 MyriadGenetics MYGN ... dd 24.46 +0.20 ... 10.01 6.17 Perma-PipeIntl PPIH ... 5 8.90 –0.18 ... 11.02 1.96 ScrippsEW SSP ... dd 3.14 +0.76 ...
19.58 12.01 OceanFirstFin OCFC 5.0 9 15.89 +1.10 .20 20.94 13.53 Radware RDWR ... dd 18.24 +0.18 ...
N 2.43 0.89 Personalis PSNL ... dd 1.17 –0.05 ... 29.98 19.04 SeacoastBkgFL SBCF 3.0 17 23.64 +1.17 .18
11.31 2.00 OcularTherapeutix OCUL ... dd 6.84 +0.59 ... 6.38 1.23 Rallybio RLYB ... dd 1.34 –0.12 ...
9.74 1.41 PetcoHealth WOOF ... dd 3.78 +0.24 ... 107.91 57.32 Seagate STX 2.7 dd 103.27 +0.19 .70
53.59 17.76 Napco Security NSSC .8 41 51.95 +1.50 .10 14.50 9.05 Oculis OCS ... dd 11.95 +0.25 ... 22.70 7.65 RamacoRscsA METC ... 11 12.45 +0.09 ...
22.98 14.20 PetIQ PETQ ... cc 22.06 +0.28 ... 8.20 5.40 SecureWorks SCWX ... dd 7.00 +0.64 ...
43.77 30.31 NBT Bancorp NBTB 3.3 15 38.60 +2.40 .32 8.80 1.81 OfficePropIncm OPI 2.0 dd 2.04 –0.22 .01 17.90 9.68 RamacoRscsB METCB 8.7 18 10.86 +0.26.2376
15.08 3.92 PetMedExpress PETS29.6 dd 4.05 –0.36 .30 9.75 6.50 SecurityNatFin SNFCA ... 9 7.99 +0.57 ...
270.73 149.54 NICE NICE ... 31 171.97 +7.30 ... 25.95 19.35 OhioValleyBanc OVBC 4.4 8 20.00 –0.75 .22 76.38 48.13 Rambus RMBS ... 18 58.76 +4.25 ...
16.71 6.97 Pharming PHAR ... dd 8.35 +1.08 ... 5.65 1.46 Seer SEER ... dd 1.68 –0.02 ...
34.33 24.83 NMI Holdings NMIH ... 8 34.04 +0.91 ... 114.50 65.04 Okta OKTA ... dd 93.61 +6.70 ... 8.75 1.82 RaniTherap RANI ... dd 3.80 –0.35 ...
33.00 13.65 Pharvaris PHVS ... dd 18.80 –0.25 ... 109.58 89.78 SelectiveIns SIGI 1.5 17 93.83 +1.31 .35
5.40 1.63 NN NNBR ... dd 3.00 +0.02 ... 4.26 1.19 Olaplex OLPX ... 21 1.54 –0.21 ... 1.19 0.64 RapidMicro RPID ... dd .66 –0.12 ...
17.02 6.07 PhathomPharm PHAT ... dd 10.30 –0.78 ... 46.86 13.13 Semtech SMTC ... dd 29.88 –0.26 ...
115.01 88.26 NV5Global NVEE ... 37 92.97 +0.61 ... 227.80 165.49 OldDomFreight ODFL .6 31 176.60 +1.71 .26 61.88 35.08 Rapid7 RPD ... dd 43.23 +5.11 ...
48.00 35.51 Phenixfin PFX .0 4 46.77 –0.66 1.31 63.37 32.50 SenecaFoods A SENEA ... 7 57.40 +0.56 ...
286.87 167.21 NXP Semicon NXPI 1.5 25 269.09 –1.941.014 17.82 12.36 OldNatlBncp ONB 3.3 9 17.19 +0.71 .14 27.11 18.00 RapportTherap RAPP ... ... 23.26 +1.19 ...
18.70 9.40 PhibroAnimal PAHC 2.9 52 16.77 –0.87 .12 63.56 31.51 SenecaFoods B SENEB ... 7 58.40 +0.99 ...
11.00 10.12 NaborsEnerIIA NETD ... 35 10.53 –0.02 ... 16.76 12.69 Old2ndBcp OSBC 1.4 8 14.81 +1.05 .05 5.21 0.21 RealGoodFood RGF ... dd .50 –0.08 ...
37.92 30.62 PhillipsEdison PECO 3.6 70 32.71 +0.27.0975 1.94 0.51 SenseiBiotherap SNSE ... dd .62 –0.04 ...
4.75 0.36 NanoLabs NA ... ... .44 +0.03 ... 17.79 7.78 OlemaPharm OLMA ... dd 10.82 –0.81 ... 4.64 1.26 RealReal REAL ... dd 3.19 +0.11 ...
34.16 18.03 Photronics PLAB ... 11 24.67 –0.27 ... 2.19 1.08 SenstarTech SNT ... 34 1.80 +0.08 ...
16.52 4.89 NanoXImaging NNOX ... dd 7.34 +0.36 ... 26.01 14.10 OlinkHolding OLK ... dd 25.48 –0.11 ... 16.75 4.97 RecursionPharm RXRX ... dd 7.50 –1.35 ...
39.00 20.90 Pilgrim'sPride PPC ... 19 38.49 +1.65 ... 12.36 1.52 SeraPrognostics SERA ... dd 5.92 –0.73 ...
11.00 4.14 Nanobiotix NBTX ... dd 5.00 +0.84 ... 100.44 57.31 Ollie'sBargain OLLI ... 31 98.17 –0.10 ... 58.00 42.78 RedRiverBcshs RRBI .8 10 47.99 +0.74 .09
92.33 55.38 PinnacleFinPtrs PNFP 1.1 11 80.04 +3.44 .22 5.29 0.54 SeresTherap MCRB ... dd .72 –0.05 ...
64.25 46.88 Nasdaq NDAQ 1.6 32 60.26 +0.01 .24 73.49 43.71 OlympicSteel ZEUS 1.3 12 44.83 –0.63 .15 15.76 5.56 RedRobin RRGB ... dd 7.57 +0.08 ...
1.38 0.71 PintecTech PT ... dd 1.07 ... ... 9.39 4.81 ServiceProperties SVC 15.6 dd 5.14 +0.07 .20
117.23 36.90 Natera NTRA ... dd 108.29 +1.18 ... 105.00 49.93 OmegaFlex OFLX 2.7 27 51.28 –2.22 .34 63.29 37.82 RedRockResorts RRR 1.8 22 54.93 +2.13 .25
3.08 0.87 Pixelworks PXLW ... dd .98 +0.02 ... 5.10 1.41 17Educ&Tech YQ ... dd 2.14 –0.12 ...
82.00 61.35 Nathan's NATH 3.0 14 67.78 –0.42 .50 6.30 1.30 OmegaTherap OMGA ... dd 2.07 –0.36 ... 17.68 4.26 Redfin RDFN ... dd 6.01 –0.02 ...
19.03 13.88 PlainsAllAmPipe PAA 7.1 15 17.86 +0.74.3175 5.53 0.67 Shapeways SHPW ... dd .71 –0.30 ...
55.12 42.85 NationalBeverage FIZZ .0 27 51.24 +2.55 3.25 5.84 0.92 Omeros OMER ... dd 4.06 +0.09 ... 68.47 56.29 RegencyCtrs REG 4.3 30 62.20 +0.06 .67
19.77 14.51 PlainsGP PAGP 6.7 22 18.82 +0.93.3175 1.80 0.48 Sharecare SHCR ... dd 1.35 –0.02 ...
5.90 2.75 NatlCineMedia NCMI ... 1 4.39 ... ... 6.72 3.69 OmniAb OABI ... dd 3.75 –0.24 ... 1081.17 688.52 RegenPharm REGN ... 31 1051.03 –2.11 ...
9.85 6.88 PlayaHotels PLYA ... 18 8.39 +0.12 ... 11.76 1.33 ShattuckLabs STTK ... dd 3.86 –0.51 ...
47.25 22.75 NatlResearch NRC 2.1 19 22.95 –2.42 .12 75.07 25.45 Omnicell OMCL ... dd 27.07 –0.37 ... 28.00 3.87 Regis RGS ... dd 23.00 +18.04 ...
5.01 1.90 Playstudios MYPS ... dd 2.07 –0.02 ... 25.51 11.87 ShenandoahTel SHEN .6 cc 16.33 +0.40 .09
25.16 12.24 NationalVision EYE ... dd 13.09 +0.09 ... 11.42 5.98 1-800-FLOWERS FLWS ... dd 9.52 +0.29 ... 13.32 5.70 RelayTherap RLAY ... dd 6.52 –0.42 ...
12.90 6.25 Playtika PLTK 5.1 14 7.87 –0.31 .10 7.99 1.47 Shimmick SHIM ... dd 1.55 +0.03 ...
498.99 403.17 NatlWesternLife NWLI .1 11 496.94 +1.80 .36 4.97 3.63 180DegreeCap TURN ... dd 3.79 +0.11 ... 7.22 2.42 RelmadaTherap RLMD ... dd 3.00 –0.03 ...
114.27 87.21 Plexus PLXS ... 28 103.18 –0.54 ... 28.34 6.09 ShoalsTech SHLS ... 35 6.24 –0.27 ...
7.62 5.06 NaturalAlt NAII ... dd 6.02 –0.44 ... 3.36 0.97 111 YI ... dd 1.07 +0.03 ... 27.95 11.60 RemitlyGlobal RELY ... dd 12.12 +0.04 ...
20.23 10.34 PliantTherap PLRX ... dd 10.75 –0.24 ... 39.65 19.87 ShoeCarnival SCVL 1.5 14 36.89 –1.31 .135
11.40 0.50 Nature'sMiracle NMHI ... 2 .55 –0.07 ... 6.30 3.52 1stdibs.com DIBS ... dd 4.49 –0.14 ... 4.04 0.22 Renalytix RNLX ... dd .23 –0.22 ...
4.96 0.65 PolestarAuto PSNY ... dd .79 +0.08 ... 14.51 9.66 ShoreBancshares SHBI 4.2 20 11.45 +0.95 .12
4.00 2.19 NautilusBiotech NAUT ... dd 2.34 –0.11 ... 13.51 0.42 OneMedNet ONMD ... dd .98 –0.18 ... 9.21 0.98 ReneoPharm RPHM ... dd 1.51 –0.11 ...
10.19 7.31 PonceFinl PDLB ... 38 9.14 +0.29 ... 23.07 9.81 Shyft SHYF 1.7 ... 11.86 +0.10 .05
19.69 13.96 Navient NAVI 4.4 9 14.56 +0.03 .16 39.15 20.07 OneWaterMarine ONEW ... dd 27.57 +0.27 ... 7.79 4.78 ReNewEnergy RNW ... 46 6.24 –0.03 ...
36.52 10.29 PonoCapTwoA PTWO ... dd 13.07 –0.04 ... 23.21 16.30 SierraBancorp BSRR 4.1 9 22.38 +1.51 .23
11.17 3.48 NavitasSemi NVTS ... dd 3.93 –0.24 ... 11.73 4.57 OpenLending LPRO ... 46 5.58 –0.21 ...
422.73 299.24 Pool POOL 1.6 24 307.33 –30.59 1.20 41.81 4.46 RenttheRunway RENT ... dd 17.57 –1.54 ... 9.31 1.04 SightSciences SGHT ... dd 6.67 +0.29 ...
30.99 18.46 Nayax NYAX ... dd 21.80 –0.20 ... 45.47 27.54 OpenText OTEX 3.3 49 30.04 +0.35 .25
93.09 59.16 Popular BPOP 2.8 13 88.43 +3.35 .62 13.85 2.98 RepareTherap RPTX ... dd 3.30 –0.23 ... 27.72 4.84 SilenceTherap SLN ... dd 19.00 –0.65 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

37.48 27.13 nCino NCNO ... dd 31.45 –0.24 ... 5.41 1.68 OpendoorTech OPEN ... dd 1.84 –0.05 ...
23.99 9.55 Portillo's PTLO ... 24 9.72 +0.02 ... 211.13 110.45 Repligen RGEN ... cc 126.06 +0.74 ... 40.70 13.75 Silicom SILC ... dd 15.12 +0.12 ...
24.10 11.46 Neogen NEOG ... cc 15.63 –0.94 ... 28.58 10.30 Opera OPRA 5.6 7 14.04 –0.07 .40
21.12 16.27 PortmanRidge PTMN14.1 12 19.62 +0.48 .69 23.78 4.92 Replimune REPL ... dd 9.00 +0.50 ... 166.94 74.56 SiliconLabs SLAB ... dd 110.63 –1.71 ...
17.30 6.38 NerdWallet NRDS ... dd 14.60 +0.74 ... 7.73 2.05 OportunFin OPRT ... dd 2.90 +0.05 ...
4.27 1.58 PoseidaTherap PSTX ... dd 2.92 +0.14 ... 57.54 41.35 RepublicBcpKYA RBCAA 3.0 11 53.61 +4.90 .407 95.33 49.50 SiliconMotion SIMO 1.8 46 80.99 –1.50 .50
130.87 70.82 NetApp NTAP 1.6 28 128.80 +1.16 .52 4.40 1.60 Opthea OPT ... dd 1.93 –0.07 ...
14.36 7.12 Potbelly PBPB ... 67 8.03 +0.79 ... 9.21 5.19 ReservoirMedia RSVR ... cc 7.90 +0.84 ... 33.13 6.08 SilkRoadMed SILK ... dd 27.04 +0.07 ...
118.90 81.30 NetEase NTES 2.7 15 95.58 +5.85 .495 4.21 2.26 OpticalCable OCC ... dd 2.71 –0.01 ...
54.44 38.73 PotlatchDelt PCH 4.6 70 39.39 –0.54 .45 17.00 9.74 ResourcesConnect RGP 5.1 17 11.04 +0.55 .14 21.59 15.81 Silvaco SVCO ... ... 17.98 +0.69 ...
689.88 344.73 Netflix NFLX ... 47 674.88 –11.24 ... 2.10 0.80 Optinose OPTN ... dd 1.04 –0.05 ...
209.14 57.78 PowellIndustries POWL .7 17 143.40 –10.55 .265 15.17 10.99 RetailOppor ROIC 4.8 42 12.43 +0.19 .15 12.45 7.29 SilverSpikeInvt SSIC 8.3 13 11.82 –0.24 .25
15.93 10.40 Netgear NTGR ... dd 15.30 +0.94 ... 35.74 26.17 OptionCare OPCH ... 18 27.70 –0.48 ...
99.60 62.13 PowerIntegrations POWI 1.1 76 70.19 –1.17 .20 25.69 2.30 RevanceTherap RVNC ... dd 2.57 –0.09 ... 23.20 13.93 SilvercrestAsset SAMG 4.9 17 15.59 +0.63 .19
31.42 17.10 NetScout NTCT ... dd 18.29 –0.73 ... 8.45 4.12 OraSureTechs OSUR ... 14 4.26 –0.14 ...
5.67 1.64 PowerFleet PWFL ... dd 4.57 +0.29 ... 41.21 15.44 RevolutionMed RVMD ... dd 38.81 +0.60 ... 20.82 13.36 SimmonsFirstNat SFNC 4.8 13 17.58 +1.15 .21
21.00 8.33 NeumoraTherap NMRA ... dd 9.83 +0.33 ... 11.69 4.22 OrchestraBioMed OBIO ... dd 8.15 +1.83 ...
13.70 10.07 PowerUpAcqn PWUP ... dd 11.27 –0.19 ... 30.54 24.80 ReynoldsCnsmr REYN 3.3 18 27.98 –0.64 .23 52.69 32.69 SimulationsPlus SLP .5 94 48.62 +0.47 .06
148.37 93.28 Neurocrine NBIX ... 38 137.67 +3.10 ... 2.91 0.97 OrganiGram OGI ... dd 1.54 +0.02 ...
67.21 12.75 PraxisPrecision PRAX ... dd 41.36 –0.34 ... 52.57 15.50 RhythmPharm RYTM ... dd 41.06 –0.81 ... 17.59 9.39 Sinclair SBGI 7.5 dd 13.33 +1.45 .25
53.00 12.20 Neurogene NGNE ... dd 36.39 +5.38 ... 16.65 5.27 OricPharm ORIC ... dd 7.07 –0.16 ...
1.88 0.84 Precigen PGEN ... dd 1.58 +0.04 ... 3.65 1.78 RibbonComms RBBN ... dd 3.29 +0.26 ... 7.95 2.45 SiriusXM SIRI 3.8 8 2.83 –0.10.0266
5.07 1.03 Neuronetics STIM ... dd 1.80 –0.03 ... 21.60 9.57 OrthofixMed OFIX ... dd 13.26 +0.58 ...
81.13 54.21 PreferredBkLA PFBC 3.7 7 75.49 +1.69 .70 16.79 8.08 RichardsonElec RELL 2.0 67 11.89 +0.10 .06 141.99 72.39 SiTime SITM ... dd 124.38 +5.78 ...
18.15 3.91 NeuroPace NPCE ... dd 7.56 +0.88 ... 45.96 23.10 OrthoPediatrics KIDS ... dd 28.76 –0.48 ...
184.82 104.96 PreformedLine PLPC .6 12 124.54 –0.37 .20 17.30 7.12 RigelPharm RIGL ... dd 8.22 –1.28 ... 19.41 1.44 SkyeBioscience SKYE ... dd 8.01 +0.24 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

40.04 20.45 NewFortressEner NFE 1.8 10 21.98 +0.51 .10 99.49 68.96 OtterTail OTTR 2.1 12 87.59 +1.34.4675
5.83 1.66 PreludeTherap PRLD ... dd 3.81 –0.01 ... 5.32 2.01 RiminiStreet RMNI ... 13 3.07 +0.26 ... 39.16 22.97 SkywardSpecIns SKWD ... 13 36.18 +0.95 ...
13.23 12.12 NewMtnFin NMFC10.5 11 12.24 +0.01 .02 5.95 3.34 Outbrain OB ... 27 4.98 +0.30 ...
24.87 15.70 PremierFinl PFC 6.1 7 20.46 +1.55 .31 6.57 3.37 RiverviewBncp RVSB 6.0 22 3.99 +0.14 .06 84.58 36.91 SkyWest SKYW ... 30 82.07 +2.63 ...
14.73 10.48 NewProvidenceII A NPAB ... cc 12.51 +0.36 ... 22.45 1.92 OutsetMedical OM ... dd 3.85 –0.48 ...
28.30 17.95 Premier PINC 4.5 29 18.67 +0.07 .21 28.06 8.26 Rivian RIVN ... dd 13.42 +3.10 ... 115.69 85.06 Skyworks SWKS 2.6 20 106.58 +0.20 .68
10.63 5.65 NY Mortgage NYMT13.7 dd 5.84 –0.40 .20 4.14 0.68 OvidTherap OVID ... dd .77 –0.01 ...
13.59 2.85 Prenetics PRE ... dd 5.92 –0.08 ... 17.00 1.55 Roadzen RDZN ... 41 2.22 +0.67 ... 39.98 9.00 SleepNumber SNBR ... dd 9.57 –0.99 ...
26.35 5.63 NewAmstPharma NAMS ... ... 19.21 +1.19 ... 5.78 4.41 OxfordLane OXLC19.9 5 5.42 +0.03 .09
5.74 0.07 PrestoAutomation PRST ... dd .07 –0.01 ... 24.28 7.91 Robinhood HOOD ... cc 22.71 +0.42 ... 2.48 1.61 SmartSand SND ... 10 2.11 +0.14 ...
11.61 6.21 NewellBrands NWL 4.4 dd 6.41 –0.29 .07 3.29 2.65 OxfordSquare OXSQ14.3 15 2.94 –0.02 .035
87.99 61.82 PriceSmart PSMT 1.4 20 81.20 +0.80 .58 32.53 14.89 RocketPharm RCKT ... dd 21.53 –0.95 ... 18.05 10.38 Smith&Wesson SWBI 3.6 17 14.34 +0.05 .13
17.24 0.64 NewGenIvf NIVF ... dd .98 –0.07 ... PQ 15.75 4.11 PrimeMedicine PRME ... dd 5.14 –0.85 ... 40.14 11.78 RockyBrands RCKY 1.7 20 36.96 +0.63 .155 1.91 0.83 SoYoungIntl SY .0 62 1.07 +0.02 .06
11.51 5.09 Newmark NMRK 1.2 48 10.23 +0.14 .03 27.44 13.51 PAM Transport PTSI ... 29 17.37 +1.85 ... 13.69 7.54 PrimisFinl FRST 3.8 24 10.48 +0.93 .10 5.99 2.20 RockyMtnChoc RMCF ... dd 2.20 –0.13 ... 11.70 6.20 SoFiTech SOFI ... dd 6.61 +0.29 ...
28.00 18.98 NewsCorp A NWSA .7 76 27.57 +0.72 .10 19.04 14.50 PCB Bancorp PCB 4.4 9 16.28 +1.31 .18 38.20 27.23 PrincetonBncp BPRN 3.6 9 33.10 +2.52 .30 13.24 8.24 RoivantSciences ROIV ... 2 10.57 –0.12 ... 14.40 7.80 Sohu.com SOHU ... dd 13.92 +0.71 ...
28.92 19.20 NewsCorp B NWS .7 78 28.39 +0.18 .10 70.55 44.01 PCConnection CNXN .6 21 64.20 –0.66 .10 86.79 66.21 PrincipalFinl PFG 3.6 15 78.45 –1.56 .71 108.84 51.51 Roku ROKU ... dd 59.93 +5.53 ... 4.05 0.63 Sol-GelTech SLGL ... dd .89 +0.06 ...
19.36 10.07 NewtekOne NEWT 5.9 8 12.57 +0.37 .19 164.69 67.55 PDD PDD ... 18 132.95 –10.91 ... 28.23 15.92 PriviaHealth PRVA ... cc 17.38 +0.40 ... 86.57 7.22 Root ROOT ... dd 51.61 +6.58 ... 8.00 4.00 SolarBank SUUN ... 77 6.06 –0.08 ...
187.32 132.30 NexstarMedia NXST 4.1 14 166.01 +9.04 1.69 48.02 26.12 PDF Solutions PDFS ... cc 36.38 +0.60 ... 4.95 1.95 Procaps PROC ... 5 2.51 –0.18 ... 569.50 471.93 RoperTech ROP .5 41 563.66 +2.17 .75 288.87 24.44 SolarEdgeTech SEDG ... dd 25.26 –7.75 ...
2.57 0.98 NextCure NXTC ... dd 1.59 –0.03 ... 29.38 13.50 PENN Entmt PENN ... dd 19.36 –0.47 ... 16.90 14.50 ProficientAuto PAL ... ... 16.06 +0.15 ... 151.12 107.30 RossStores ROST 1.0 24 145.32 –3.97.3675 15.88 3.26 SolarmaxTech SMXT ... dd 3.29 –0.99 ...
62.31 32.14 Nextracker NXT ... 15 46.88 –7.91 ... 2.01 0.43 PLBY Group PLBY ... dd .78 ... ... 14.23 6.46 ProFrac ACDC ... dd 7.41 +0.24 ... 11.93 10.23 RothCHAcqnV ROCL ... dd 10.94 –0.06 ... 15.05 1.81 SolidBiosci SLDB ... dd 5.67 –0.79 ...
7.77 3.16 NexxenIntl NEXN ... dd 5.62 –0.51 ... 9.72 1.18 PMV Pharm PMVP ... dd 1.62 +0.01 ... 62.34 48.00 ProgressSoftware PRGS 1.3 33 54.26 +5.33 .175 134.56 100.55 RoyalGold RGLD 1.3 37 125.16 +0.31 .40 3.20 1.10 SolidPower SLDP ... dd 1.65 +0.11 ...
7.55 4.37 NicholasFin NICK ... dd 6.57 –0.02 ... 31.43 11.85 PRA Group PRAA ... dd 19.66 –1.12 ... 44.95 23.90 Progyny PGNY ... 47 28.61 +2.75 ... 31.66 25.92 RoyaltyPharma RPRX 3.2 15 26.37 –0.54 .21 13.85 0.37 SolidionTech STI ... dd .55 +0.02 ...
111.30 8.02 Nikola NKLA ... dd 8.19 –2.53 ... 77.00 24.83 ProceptBio PRCT ... dd 61.09 +1.17 ... 15.00 7.40 ProjectEnReimag PEGR ... dd 10.70 –1.31 ... 53.78 34.68 RushEnt A RUSHA 1.6 9 41.87 –0.85 .17 13.06 2.33 Sonder SOND ... dd 4.63 +0.59 ...
4.90 1.79 9F JFU ... dd 1.88 ... ... 194.24 134.61 PTC PTC ... 76 181.67 +4.46 ... 6.69 5.03 ProspectCapital PSEC13.0 26 5.53 –0.02 .06 53.35 37.85 RushEnt B RUSHB 1.7 9 39.24 –0.38 .17 19.76 9.78 Sonos SONO ... dd 14.76 –0.06 ...
12.51 4.85 908Devices MASS ... dd 5.15 –0.19 ... 42.63 17.53 PTC Therap PTCT ... dd 30.58 –5.94 ... 35.96 13.72 ProtagonistTherap PTGX ... 14 34.65 +2.39 ... 66.54 20.66 RxSight RXST ... dd 60.17 +3.43 ... 7.37 2.13 SophiaGenetics SOPH ... dd 4.58 –0.14 ...
11.42 10.08 99Acqn NNAG ... 95 10.50 +0.01 ... 125.50 80.91 Paccar PCAR 1.2 11 102.94 –3.02 .30 5.24 1.04 ProtaraTherap TARA ... dd 2.08 –0.18 ... 150.73 87.18 Ryanair RYAAY 1.6 13 116.44 +2.20.9653 19.40 10.71 SoteraHealth SHC ... 62 11.87 –0.14 ...
0.29 0.12 99AcqnRt NNAGR ... ... .27 –0.01 ... 14.55 1.25 PacBiosciCA PACB ... dd 1.37 –0.10 ... 73.14 18.69 Prothena PRTA ... dd 20.64 –0.84 ... 2.50 1.09 SotherlyHotels SOHO ... dd 1.15 –0.05 ...
S
4.55 1.57 NiuTech NIU ... dd 1.74 –0.10 ... 30.13 17.86 PacificPremBncp PPBI 5.7 cc 22.97 +2.14 .33 15.40 10.16 ProvidentFin PROV 4.5 12 12.50 –0.15 .14 10.25 1.49 SoundHoundAI SOUN ... dd 3.95 –0.05 ...
16.24 1.28 Nkarta NKTX ... dd 5.91 +0.41 ... 40.45 25.33 PaciraBioSci PCRX ... 21 28.61 –0.04 ... 14.55 0.27 PsyenceBiomed PBM ... dd .30 –0.09 ... 36.28 24.51 S&T Bancorp STBA 4.0 9 33.39 +2.26 .33 30.22 21.96 SouthPlainsFin SPFI 2.1 7 27.00 +0.93 .14
12.88 0.78 NKGenBiotech NKGN ... dd 1.27 +0.08 ... 15.84 7.14 PactivEvergreen PTVE 3.5 dd 11.32 –0.23 .10 25.36 10.92 PubMatic PUBM ... 95 20.31 +0.42 ... 258.76 183.64 SBA Comm SBAC 2.0 38 196.30 +1.67 .98 39.36 23.70 SouthernFirstBcsh SFST ... 18 29.24 +2.74 ...
15.74 8.13 nLIGHT LASR ... dd 10.93 –1.00 ... 3.25 0.40 PalladyneAI PDYN ... dd 1.60 ... ... 14.84 5.67 Pulmonx LUNG ... dd 6.34 +0.12 ... 11.50 2.69 Schmid SHMD ... dd 4.15 –0.02 ... 55.45 37.74 SoMO Bancorp SMBC 1.9 10 45.01 +3.63 .21
11.42 0.12 noco-noco NCNC ... 3 .18 +0.01 ... 380.84 201.17 PaloAltoNtwks PANW ... 49 339.01 +18.68 ... 7.73 2.13 PumaBiotech PBYI ... 10 3.26 +0.27 ... 3.87 1.35 SCYNEXIS SCYX ... 1 2.00 +0.05 ... 30.74 20.51 SouthernStBcsh SSBK 1.3 8 27.14 +1.58 .09
3.98 1.11 Noodles NDLS ... dd 1.58 –0.49 ... 89.22 48.08 Palomar PLMR ... 23 81.15 +2.99 ... 34.00 17.08 PureTechHealth PRTC ... dd 25.00 –3.39 ... 72.54 52.20 SEI Investments SEIC 1.4 18 64.69 –1.11 .46 34.40 25.30 SouthsideBcshs SBSI 5.2 10 27.61 +1.39 .36
279.38 208.91 Nordson NDSN 1.2 28 231.94 +0.62 .68 86.38 46.20 PapaJohn's PZZA 3.9 21 46.98 –0.23 .46 3.33 0.55 PurpleInnovation PRPL ... dd 1.04 +0.17 ... 28.64 11.76 SI-BONE SIBN ... dd 12.93 +0.76 ... 11.35 10.07 SparkIAcqnA SPKL ... cc 10.35 –0.01 ...
62.30 39.17 NortheastBank NBN .1 8 60.86 +5.16 .01 26.34 13.40 ParamountA PARAA 1.1 dd 18.38 +1.51 .05 6.85 1.35 PyxisOncology PYXS ... dd 3.31 –0.06 ... 10.83 4.22 SIGA Tech SIGA .0 7 7.59 +0.93 .60 24.51 18.28 SpartanNash SPTN 4.6 12 18.76 +0.22.2175
19.63 10.08 NorthernTechsIntl NTIC 1.7 35 16.56 +0.13 .07 17.50 9.54 ParamountB PARA 1.9 dd 10.39 +0.24 .05 62.94 40.61 QCR Holdings QCRH .4 9 60.00 +4.35 .06 11.61 10.59 SKGrowthOppsA SKGR ... 49 11.12 +0.01 ... 15.40 0.28 Spectaire SPEC ... 2 .50 +0.01 ...
89.25 62.44 NorthernTrust NTRS 3.6 19 83.98 +1.22 .75 28.79 17.41 Park-Ohio PKOH 1.9 29 25.89 +0.81 .125 14.40 0.65 QT Imaging QTI ... dd .74 ... ... 22.74 12.26 SLM SLM 2.1 6 20.79 –0.03 .11 1.89 0.99 SperoTherap SPRO ... 3 1.30 –0.07 ...
13.48 6.98 NorthfieldBanc NFBK 5.5 13 9.48 +1.05 .13 1.79 0.58 PassageBio PASG ... dd .79 –0.12 ... 32.88 8.24 Q32Bio QTTB ... dd 17.95 +2.46 ... 16.77 13.93 SLR Invt SLRC10.2 9 16.09 +0.24 .41 18.14 10.46 SpokHoldings SPOK 8.4 18 14.81 +0.47.3125
59.90 38.25 NorthrimBanCorp NRIM 4.2 11 57.64 +3.06 .61 60.49 41.79 PathwardFinl CASH .4 8 56.57 +2.14 .05 21.57 13.68 QifuTechnology QFIN 5.4 5 19.73 –0.03 .57 29.99 12.66 SMART Global SGH ... ... 22.87 +0.24 ... 15.57 8.08 Sportradar SRAD ... cc 11.18 +0.11 ...
0.19 0.03 NorthViewRt NVACR ... ... .10 ... ... 16.20 12.01 PatriaInvts PAX 8.5 15 12.06 +0.03 .175 121.65 80.62 Qorvo QRVO ... dd 116.04 +2.52 ... 218.74 151.96 SPS Commerce SPSC ... cc 188.16 +2.03 ... 6.34 2.33 SportsmansWrhs SPWH ... dd 2.41 +0.03 ...
13.07 9.80 NorthwestBcshs NWBI 6.9 11 11.55 +0.66 .20 11.97 10.73 PatriaLatAm PLAO ... 28 11.44 –0.22 ... 230.63 104.33 Qualcomm QCOM 1.7 27 199.18 –13.35 .85 2.55 0.11 Srivaru SVMH ... 51 .18 –0.05 ... 11.14 10.56 SpringValleyII A SVII ... 30 11.12 ... ...
36.92 25.67 NorthwestPipe NWPX ... 14 33.97 +0.71 ... 123.58 70.15 PatrickIndustries PATK 2.0 16 108.55 +0.58 .55 206.35 122.53 Qualys QLYS ... 33 142.60 +3.39 ... 65.86 46.61 SS&C Tech SSNC 1.5 25 62.67 +0.42 .24 0.24 0.02 SpringValleyII Rt SVIIR ... ... .12 –0.01 ...
58.38 45.97 NorthWesternEner NWE 5.2 16 50.08 +0.96 .65 10.06 1.70 PatriotNatBncp PNBK ... dd 1.87 –0.14 ... 9.40 1.41 QuantaSing QSG ... 3 1.65 +0.05 ... 15.27 3.76 SSR Mining SSRM 6.2 dd 4.51 –0.02 .07 53.92 18.00 SpringWorks SWTX ... dd 37.67 +1.55 ...
34.50 23.50 NorwoodFin NWFL 4.7 13 25.38 +0.43 .30 34.53 22.29 Patterson PDCO 4.3 12 24.12 –0.19 .26 29.70 11.83 Quanterix QTRX ... dd 13.21 +0.38 ... 18.75 15.26 SWK Holdings SWKH ... 18 16.99 +0.88 ... 83.71 36.16 SproutsFarmers SFM ... 29 83.66 +6.31 ...
242.93 90.59 Nova NVMI ... 54 234.53 +5.63 ... 16.18 9.68 PattersonUTIEn PTEN 3.1 15 10.36 +0.26 .08 1.21 0.24 Quantum QMCO ... ... .41 –0.03 ... 15.43 11.58 SabraHealthcare SBRA 7.8 73 15.40 +0.76 .30 5.95 0.50 SpruceBio SPRB ... dd .52 +0.01 ...
187.61 111.20 Novanta NOVT ... 85 163.11 –4.25 ... 129.70 106.27 Paychex PAYX 3.3 25 118.56 –7.40 .98 3.90 0.73 Quantum-Si QSI ... dd 1.05 –0.14 ... 5.77 1.81 Sabre SABR ... dd 2.67 –0.08 ... 47.97 8.43 SpyreTherapeutics SYRE ... dd 23.51 –0.59 ...
23.86 3.53 Novavax NVAX ... dd 12.66 –1.34 ... 27.51 10.92 PaycorHCM PYCR ... dd 12.70 +0.71 ... 10.43 10.07 QuettaAcqn QETA ... 81 10.35 ... ... 88.72 65.78 SafetyInsurance SAFT 4.8 22 75.03 –0.95 .90 58.82 26.66 StaarSurgical STAA ... cc 47.61 +6.86 ...
42.69 10.87 Novocure NVCR ... dd 17.13 –1.94 ... 230.52 131.00 Paylocity PCTY ... 38 131.85 –4.13 ... 2.26 0.33 Quhuo QH ... 6 .46 –0.01 ... 27.00 14.06 SagaComm SGA 6.3 14 15.75 –0.39 .25 8.59 3.83 Stagwell STGW ... dd 6.82 +0.33 ...
3.10 1.40 Novonix NVX ... dd 1.79 –0.20 ... 6.48 4.22 Payoneer PAYO ... 19 5.54 +0.10 ... 89.11 32.47 QuidelOrtho QDEL ... dd 33.22 –1.99 ... 49.74 9.76 SageTherap SAGE ... dd 10.86 –0.27 ... 3.16 1.57 StdBioTools LAB ... dd 1.77 –0.16 ...
10.99 0.32 Nukkleus NUKK ... dd .39 –0.31 ... 76.54 50.25 PayPal PYPL ... 15 58.03 –2.58 ... 1.70 0.63 QuinceTherap QNCX ... dd .75 +0.05 ... 20.71 2.13 Sagimet SGMT ... dd 3.42 –0.51 ... 27.47 16.57 StarBulkCarriers SBLK 7.5 11 24.38 +0.28 .75
22.44 4.22 NurixTherap NRIX ... dd 20.87 –0.43 ... 31.49 20.30 PeapackGladFin PGC .9 10 22.65 +1.48 .05 19.58 8.08 QuinStreet QNST ... dd 16.59 +0.69 ... 628.34 331.23 Saia SAIA ... 34 474.29 +13.68 ... 6.53 3.43 StarEquity STRR ... 1 4.54 +0.90 ...
 July 1, 2024 BARRON’S 43

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.
16.00 10.76 Star STHO ... dd 12.06 +0.28 ... 114.07 64.83 Tradeweb TW .4 56 106.00 +0.28 .10 11.41 2.86 VerricaPharm VRCA ... dd 7.29 –0.16 ... 13.31 1.12 WW Intl WW ... dd 1.17 –0.10 ... 47.40 1.09 XBPEurope XBP ... dd 1.75 +0.52 ...
107.66 71.80 Starbucks SBUX 2.9 21 77.85 –2.06 .57 0.44 0.06 TrailblazerI Rt TBMCR ... ... .12 +0.01 ... 12.19 7.24 VersaBank VBNK .7 8 10.76 +0.08 .025 34.07 23.36 WaFd WAFD 3.6 11 28.58 +2.24 .26 10.39 0.60 XIAO-I AIXI ... dd .60 –0.18 ...
8.84 4.05 StealthGas GASS ... 5 7.35 –0.04 ... 11.61 10.18 TrailblazerI A TBMC ... 49 10.80 –0.02 ... 36.36 17.59 Vertex VERX ... cc 36.05 +0.88 ... 2.65 1.42 Wag! PET ... dd 1.60 +0.11 ... 27.36 13.48 XOMA XOMA ... dd 23.69 –0.76 ...
151.34 95.53 SteelDynamics STLD 1.4 9 129.50 +1.32 .46 9.32 3.32 TransActTechs TACT ... 67 3.77 +0.16 ... 486.43 335.82 VertexPharm VRTX ... 30 468.72 +0.01 ... 31.32 11.68 WalgreensBoots WBA 8.3 dd 12.10 –3.88 .25 27.71 16.76 XP XP 15.0 12 17.59 –0.04 .73
46.82 23.24 StepStone STEP 1.8 50 45.89 +2.34 .15 147.00 81.26 Transcat TRNS ... 75 119.68 +0.10 ... 21.04 4.59 VerveTherap VERV ... dd 4.88 –0.41 ... 14.09 7.60 WalkMe WKME ... dd 13.97 +0.07 ... 9.96 3.51 XBiotech XBIT ... dd 5.14 –0.02 ...
59.45 37.78 Stericycle SRCL ... dd 58.13 +0.57 ... 152.32 36.42 TransMedics TMDX ... dd 150.62 +11.58 ... 11.63 4.28 ViantTech DSP ... dd 9.87 +0.64 ... 14.76 6.94 WarnerBrosA WBD ... dd 7.44 +0.26 ... 65.62 46.79 XcelEnergy XEL 4.1 16 53.41 +0.04.5475
16.68 10.00 SterlingCheck STER ... dd 14.80 –0.01 ... 11.23 4.77 Travelzoo TZOO ... 9 7.59 –0.39 ... 44.32 11.76 ViaSat VSAT ... dd 12.70 –0.73 ... 38.05 25.28 WarnerMusic WMG 2.2 30 30.65 +0.62 .17 23.60 0.37 XChangeTEC.INC XHG ... ... .79 +0.11 ...
137.63 54.84 SterlingInfr STRL ... 25 118.34 +2.12 ... 17.57 5.12 TravereTherap TVTX ... dd 8.22 +0.91 ... 13.62 8.74 Viatris VTRS 4.5 dd 10.63 +0.16 .12 33.96 21.69 WashTrBcp WASH 8.2 10 27.41 +1.85 .56 26.84 16.49 Xencor XNCR ... dd 18.93 –0.87 ...
45.91 30.35 StevenMadden SHOO 2.0 17 42.30 –1.27 .21 25.76 3.92 TreaceMed TMCI ... dd 6.65 +0.71 ... 11.65 6.60 ViaviSolutions VIAV ... dd 6.87 –0.57 ... 15.37 9.62 WaterstoneFinl WSBF 4.7 25 12.79 +0.59 .15 50.99 27.99 XenonPharm XENE ... dd 38.99 +1.50 ...
5.20 2.06 StitchFix SFIX ... dd 4.15 +0.23 ... 4.00 0.97 TreviTherap TRVI ... dd 2.98 +0.28 ... 98.38 30.90 Vicor VICR ... 54 33.16 +0.27 ... 23.09 20.50 Waystar WAY ... dd 21.50 –0.17 ... 3.26 1.46 XerisBiopharma XERS ... dd 2.25 +0.14 ...
53.15 36.93 StockYardsBncp SYBT 2.4 14 49.67 +2.47 .30 45.84 29.38 TriCoBancshares TCBK 3.3 12 39.57 +2.72 .33 54.94 28.66 VictoryCapital VCTR 2.8 15 47.73 –0.66 .37 129.70 63.41 WeatherfordIntl WFRD ... 20 122.45 +6.36 ... 19.78 11.50 Xerox XRX 8.6 dd 11.62 –1.70 .25
17.58 3.35 StokeTherap STOK ... dd 13.51 –0.72 ... 28.93 22.59 TriMas TRS .6 26 25.56 –0.41 .04 10.22 2.47 VigilNeurosci VIGL ... dd 4.00 +0.14 ... 16.02 7.58 Weibo WB .0 6 7.68 –0.51 .80 2.94 0.49 XilioTherap XLO ... dd .95 +0.04 ...
19.46 9.34 StoneCo STNE ... 12 11.99 +0.27 ... 65.55 39.57 Trimble TRMB ... 58 55.92 –0.22 ... 99.41 8.28 VikingTherap VKTX ... dd 53.01 +0.27 ... 22.42 16.22 Wendy's WEN 5.9 17 16.96 +0.29 .25 38.74 11.19 Xometry XMTR ... dd 11.56 –1.05 ...
80.00 53.89 StoneX SNEX ... 10 75.31 +3.16 ... 5.50 1.49 TrinityBiotech TRIB ... dd 2.13 –0.35 ... 31.00 21.80 VillageSuper A VLGEA 3.8 8 26.41 +1.27 .25 8.19 1.57 WerewolfTherap HOWL ... dd 2.44 –0.44 ... 28.58 24.96 XtrkRreefGlbNat NRES 2.1 ... 26.65 +0.33.2153
21.72 8.02 Stratasys SSYS ... dd 8.39 +0.10 ... 15.44 13.21 TrinityCapital TRIN14.2 9 14.14 –0.73 .51 5.77 3.02 Vimeo VMEO ... 22 3.73 +0.04 ... 47.27 33.12 WernerEnterprises WERN 1.6 27 35.83 +0.06 .14 2.09 1.36 Xunlei XNET ... 7 1.68 –0.10 ...
123.62 64.53 StrategicEd STRA 2.2 26 110.66 +2.58 .60 58.00 31.55 Trip.com TCOM ... 21 47.00 –1.35 ... 11.85 9.01 VinciPartners VINP 6.8 17 10.90 –0.08 .17 32.20 23.00 WesBanco WSBC 5.2 12 27.91 +1.69 .36 20.90 4.60 Y-mAbsTherap YMAB ... dd 12.08 +0.08 ...
30.34 17.95 Strattec STRT ... 25 25.00 +0.25 ... 28.76 14.15 Tripadvisor TRIP ... cc 17.81 +0.05 ... 93.00 2.26 VinFastAuto VFS ... dd 4.30 +0.40 ... 22.39 15.25 WestBancorp WTBA 5.6 14 17.90 +1.14 .25 43.35 33.32 YorkWater YORW 2.3 22 37.09 +1.23.2108
29.99 20.30 StratusProp STRS ... dd 25.22 +0.47 ... 16.24 3.32 TriSalusLifeSci TLSI ... dd 5.52 –0.17 ... 1.09 0.50 ViomiTech VIOT ... dd .93 +0.03 ... 57.96 38.10 WestamericaBncp WABC 3.6 8 48.53 +1.80 .44 15.49 10.35 YottaAcqn YOTA ... 54 10.96 +0.04 ...
11.56 1.65 StrongholdDig SDIG ... dd 4.29 –0.29 ... 82.22 56.91 TriumphFinl TFIN ... 62 81.75 +5.44 ... 25.11 7.61 VirBiotech VIR ... dd 8.90 –0.24 ... 81.55 35.62 WesternDigital WDC ... dd 75.77 ... ... 32.60 13.48 ZaiLab ZLAB ... dd 17.33 –1.24 ...
75.02 25.57 StructureTherap GPCR ... dd 39.27 –6.30 ... 7.40 1.98 trivago TRVG .0 dd 2.01 –0.01.5628 1.68 0.43 ViractaTherap VIRX ... dd .54 –0.08 ... 9.25 5.68 WestNewEngBncp WNEB 4.1 12 6.88 +0.64 .07 18.50 0.56 ZapataComputing ZPTA ... dd .60 +0.02 ...
18.67 8.75 SummitStateBk SSBI 5.1 8 9.45 +0.08 .12 26.73 7.55 TruBridge TBRG ... dd 10.00 –0.27 ... 17.83 3.85 VircoMfg VIRC .6 9 13.94 –0.89 .02 12.00 4.90 WestportFuelSys WPRT ... dd 5.57 –0.14 ... 51.40 0.70 ZappEV ZAPP ... ... 2.02 –0.19 ...
11.25 1.52 SummitTherap SMMT ... dd 7.80 –0.13 ... 4.05 1.76 TrueCar TRUE ... dd 3.13 +0.35 ... 25.68 16.02 VirtuFinancial VIRT 4.3 16 22.45 –0.57 .24 11.89 6.88 WestrockCoffee WEST ... dd 10.23 +0.16 ... 328.70 194.59 ZebraTech ZBRA ... 61 308.93 +8.92 ...
23.80 9.22 SunCountryAir SNCY ... 10 12.56 +0.47 ... 19.91 0.96 TruGolf TRUG ... dd 1.12 +0.02 ... 11.85 10.65 VisionSensingA VSAC ... dd 11.55 –0.10 ... 33.70 24.47 WeycoGroup WEYS 3.4 10 30.32 +1.11 .26 29.04 3.93 ZentalisPharm ZNTL ... dd 4.09 –0.66 ...
7.59 2.79 SunOpta STKL ... dd 5.40 +0.09 ... 79.38 12.51 TrumpMedia&Tech DJT ... dd 32.75 +5.09 ... 159.87 101.42 Visteon VC ... 6 106.70 –0.29 ... 34.81 17.09 Willdan WLDN ... 31 28.85 +0.58 ... 7.28 3.89 ZevraTherap ZVRA ... dd 4.90 +0.54 ...
12.18 1.77 SunPower SPWR ... dd 2.96 +0.18 ... 36.66 18.45 Trupanion TRUP ... dd 29.40 +1.69 ... 33.29 19.41 VitaCoco COCO ... 30 27.85 –0.48 ... 69.41 38.38 WillisLease WLFC .0 8 69.30 +9.29 1.00 75.58 49.50 ZiffDavis ZD ... 47 55.05 –0.16 ...
23.85 8.43 SunRun RUN ... dd 11.86 –1.23 ... 32.10 23.78 TrustcoBank TRST 5.0 10 28.77 +2.10 .36 47.00 10.00 VitalFarms VITL ... 54 46.77 +4.44 ... 278.86 195.29 WillisTowers WTW 1.3 26 262.14 –0.27 .88 59.23 33.23 Zillow A ZG ... dd 45.04 –2.53 ...
30.00 15.60 SuperHiIntl HDL ... 43 18.00 +0.02 ... 31.23 18.96 Trustmark TRMK 3.1 12 30.04 +1.49 .23 8.80 4.71 VividSeats SEAT ... 56 5.75 +0.38 ... 1.87 0.56 WiMiHologram WIMI ... dd .84 +0.06 ... 61.13 33.80 Zillow C Z ... dd 46.39 –2.52 ...
1229.00 226.59 SuperMicroComp SMCI ... 46 819.35 –85.91 ... 9.69 1.93 TScanTherap TCRX ... dd 5.85 –0.65 ... 10.19 8.02 Vodafone VOD 10.6 20 8.87 –0.18.4815 431.03 150.08 Wingstop WING .2 cc 422.66 +7.90 .22 20.91 6.52 ZimVie ZIMV ... dd 18.25 +2.76 ...
21.80 7.36 SuperiorGroup SGC 3.0 26 18.91 –0.04 .14 1.71 0.59 Tuniu TOUR ... dd .84 –0.13 ... 451.30 314.09 Winmark WINA 1.0 32 352.63 –4.57 .90 46.15 26.69 ZionsBancorp ZION 3.8 11 43.37 +2.12 .41
3.48 1.00 VorBiopharma VOR ... dd 1.00 –0.19 ...
35.44 21.99 SupernusPharm SUPN ... dd 26.75 –0.29 ... 13.20 1.63 TurnstoneBiologics TSBX ... dd 2.62 –0.17 ... 105.29 70.25 WintrustFinl WTFC 1.8 10 98.56 +4.56 .45 75.91 55.63 ZoomVideo ZM ... 22 59.19 +0.31 ...
11.72 6.06 VoyagerTherap VYGR ... dd 7.91 –0.18 ...
45.79 22.05 SurgeryPartners SGRY ... cc 23.79 –0.70 ... 18.45 7.97 TurtleBeach HEAR ... dd 14.34 +0.11 ... 4.96 1.35 WISeKey WKEY ... dd 2.26 +0.11 ... 14.75 0.13 Zoomcar ZCAR ... 0 .15 ... ...
225.60 8.11 Vroom VRM ... dd 9.32 +0.03 ...
42.36 25.17 Surmodics SRDX ... 44 42.04 +0.09 ... 18.00 10.89 TwinDisc TWIN 1.4 13 11.78 +0.41 .04 178.65 75.09 Wix.com WIX ... cc 159.07 +0.75 ... 30.16 11.67 ZoomInfoTech ZI ... 65 12.77 +0.48 ...
55.26 14.42 TwistBiosci TWST ... dd 49.28 –1.69 ... WXYZ 188.35 115.90 Woodward WWD .6 30 174.38 –8.78 .25 259.61 131.59 Zscaler ZS ... dd 192.19 +12.64 ...
6.13 2.01 SutroBioph STRO ... dd 2.93 –0.30 ...
64.14 29.62 Symbotic SYM ... dd 35.16 +2.63 ... 11.29 1.54 2seventybio TSVT ... dd 3.85 +0.13 ... 7.67 3.50 WaveLifeSci WVE ... dd 4.99 –0.26 ... 311.28 202.01 Workday WDAY ... 40 223.56 +4.47 ... 21.49 12.90 Zumiez ZUMZ ... dd 19.48 +0.44 ...
121.37 73.38 Synaptics SYNA ... dd 88.20 –1.44 ... 144.30 4.85 2U TWOU ... dd 5.13 –0.84 ... 278.78 182.87 WD-40 WDFC 1.6 44 219.64 –1.96 .88 160.07 94.57 WorldAcceptance WRLD ... 9 123.58 +2.57 ... 13.14 6.02 Zymeworks ZYME ... dd 8.51 +0.10 ...
25.34 11.22 SyndaxPharm SNDX ... dd 20.53 +0.48 ... 21.14 10.38 TyraBiosciences TYRA ... dd 15.99 –1.08 ... 47.97 33.12 WSFS Financial WSFS 1.3 11 47.00 +2.73 .15 112.25 81.65 WynnResorts WYNN 1.1 12 89.50 –0.38 .25 13.77 6.88 Zynex ZYXI ... 41 9.32 +0.32 ...
629.38 418.51 Synopsys SNPS ... 65 595.06 –10.47 ... U
2.30 1.27 SyprisSolutions SYPR ... dd 1.92 +0.02 ... 128.65 90.62 UFP Inds UFPI 1.2 14 112.00 –4.08 .33
8.17 2.09 SyrosPharm SYRS ... dd 5.16 –0.42 ... 87.36 57.84 UMB Fin UMBF 1.9 11 83.42 +3.82 .39
T
10.84 4.23 TelaBio TELA ... dd 4.70 –0.74 ...
5.80
12.97
2.75
10.04
UPFintech
USCB Financial
TIGR ...
USCB 1.6
19
16
4.20
12.83
–0.21 ...
+0.95 .05
Europe Asia
15.25 10.97 TFS Finl TFSL 9.0 46 12.62 +0.26.2825 378.78 185.57 US Lime&Min USLM .3 26 364.18 +9.99 .05 Right Turn: France’s CAC 40 index lost 9% in the June quar- Party On: Ahead in July is the Third Plenum meeting, where
3.20 0.80 TMCthemetals TMC ... dd 1.35 –0.06 ... 3.51 1.17 uCloudlink UCL ... 59 1.86 –0.01 ...
ter, ahead of expected gains by the far-right in Sunday’s vote. China’s leaders may announce new economic policy moves.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

11.00 10.26 TMT Acqn TMTC ... 42 10.98 +0.03 ... 16.01 7.92 Udemy UDMY ... dd 8.63 +0.54 ...
1.88 0.14 TMT Acqn Rt TMTCR ... ... .34 –0.05 ... 574.76 368.02 UltaBeauty ULTA ... 15 385.87 +2.02 ...
182.67 131.47 T-MobileUS TMUS 1.5 24 176.18 –0.55 .65 50.51 22.15 UltraClean UCTT ... dd 49.00 +1.54 ... -0.78% S&P Europe BMI S&P Pan Asia BMI 0.74%
47.20 26.03 TPG TPG 3.7 dd 41.45 +0.24 .41 54.56 31.52 UltragenyxPharm RARE ... dd 41.10 +1.50 ...
13.39 4.62 Ultralife ULBI ... 17 10.62 +0.62 ...
Norway 1.32 Philippines 3.49
11.05 1.63 TPIComposites TPIC ... dd 3.99 –0.61 ...
132.76 87.43 T.RowePrice TROW 4.3 14 115.31 –3.11 1.24 32.00 20.07 UnionBankshares UNB 6.7 9 21.48 –0.60 .36 Germany 1.06 Japan 3.04
35.67 5.01 TTEC TTEC 9.9 dd 5.88 –1.05 .06 11.95 4.25 uniQure QURE ... dd 4.48 –0.11 ... Denmark 0.76 Indonesia 2.77
20.11 11.14 TTM Tech TTMI ... dd 19.43 +0.03 ... 58.23 33.68 UnitedAirlines UAL ... 6 48.66 +0.48 ...
5.00 3.04 Taboola TBLA ... dd 3.44 +0.06 ... 38.74 25.35 UnitedBkshrsWV UBSI 4.6 12 32.44 +1.18 .37 -0.10 Belgium India 1.44

26.11 9.70 TactileSystems TCMD ... 10 11.94 +0.57 ... 30.75 21.63 UtdCmtyBks UCBI 3.6 17 25.46 +0.85 .23 -0.25 Sweden New Zealand 1.16
171.59 130.34 TakeTwoSoftware TTWO ... dd 155.49 –2.73 ... 25.55 18.41 UnitedFire UFCS 3.0 dd 21.49 +0.32 .16
9.64 5.79 UnitedGuardian UG 5.6 15 8.94 –0.21 .25 -0.32 Switzerland South Korea 0.53
1.61 0.43 Talphera TLPH ... dd .89 –0.04 ...
53.69 13.82 TandemDiabetes TNDM ... dd 40.29 –2.55 ... 8.74 6.44 UnitedSecBcshrs UBFO 6.6 7 7.25 +0.02 .12 -0.39 Netherlands Singapore 0.20
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

13.03 2.88 TangoTherap TNGX ... dd 8.58 –1.52 ... 321.80 208.62 UnitedTherap UTHR ... 15 318.55 +2.51 ...
6.71 2.57 Uniti UNIT20.5 52 2.92 +0.06 .15
-0.48 Italy -0.33 Malaysia
12.19 10.62 TargetGlbl I A TGAA ... cc 11.35 –0.05 ...
42.50 12.57 TarsusPharm TARS ... dd 27.18 +1.10 ... 30.70 22.49 UnityBancorp UNTY 1.8 8 29.57 +3.66 .13 -0.75 Spain -0.37 Australia
3.25 1.22 UnityBiotech UBX ... dd 1.35 –0.05 ...
15.40 7.95 TaskUs TASK ... 26 13.31 –0.18 ...
212.47 133.67 UnivDisplay OLED .8 46 210.25 +0.83 .40
-0.90 U.K. -0.62 Thailand
16.24 6.99 TatTechnologies TATT ... 23 14.90 +1.00 ...
4.32 0.61 TayshaGene TSHA ... dd 2.24 –0.72 ... 14.20 7.02 UnvlElectronics UEIC ... dd 11.62 +0.28 ... -1.41 Greece -0.86 Taiwan
12.25 10.89 Tech&TelecomA TETE ... dd 11.95 –0.05 ... 50.52 20.85 UnivLogistics ULH 1.0 9 40.59 +1.39 .105 -1.45 Finland -2.19 China
41.93 23.43 TechTarget TTGT ... dd 31.17 +0.15 ... 34.75 11.13 UnvlStainless USAP ... 27 27.38 –2.68 ...
23.10 16.10 UnivestFin UVSP 3.7 10 22.83 +1.59 .21 -2.09 France -2.29 Hong Kong
17.41 0.89 TectonicTherap TECX ... 2 16.47 –0.54 ...
6.36 4.33 Ericsson ERIC 2.7 dd 6.17 +0.21.1275 36.17 25.01 Upbound UPBD 4.8 dd 30.70 –0.39 .37
Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
22.75 6.93 Telesat TSAT ... 1 9.10 +1.41 ... 5.28 1.90 UplandSoftware UPLD ... dd 2.49 –0.11 ...
31.50 3.03 TelesisBio TBIO ... dd 3.65 +0.20 ... 72.58 19.84 Upstart UPST ... dd 23.59 +1.95 ...
5.03
43.88
1.87
22.89
Telos
TempusAI
TLS ...
TEM ...
dd
...
4.02
35.00
+0.47 ...
+6.36 ...
16.36
47.29
8.49
30.05
Upwork
UrbanOutfitters
UPWK ...
URBN ...
31
13
10.75
41.05
+0.27 ...
–4.33 ... Key Foreign Stock Market Indexes
24.13 8.69 UroGenPharma URGN ... dd 16.78 +0.27 ... Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date
63.57 18.39 10xGenomics TXG ... dd 19.45 –0.19 ...
2.28 1.30 Usio USIO ... dd 1.53 –0.02 ... Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg.
53.50 33.85 Tenable TENB ... dd 43.58 +3.25 ...
99.46 65.91 UtahMedProducts UTMD 1.8 15 66.81 –0.10 .30 Amsterdam AEX 923.85 –0.15 +137.03 +17.42 Milan FTSE All Share 35378 –0.37 +2899.06 +8.93
7.01 1.66 TenayaTherap TNYA ... dd 3.10 –0.02 ...
4.15 2.20 UTStarcom UTSI ... dd 2.75 +0.06 ... Athens General 1404.26 –1.39 +111.12 +8.59 Oslo Composite 1653.22 +1.59 +133.90 +8.81
12.03 10.50 TenXKeaneAcqn TENK ... 41 11.36 ... ...
18.90 1.50 Uxin UXIN ... dd 2.06 +0.04 ...
0.39 0.13 TenXKeaneAcqnRt TENKR ... ... .32 +0.09 ... Bangkok SET 1300.96 –0.42 –114.89 –8.11 Paris CAC 7479.40 –1.96 –63.78 –0.85
152.23 81.08 Teradyne TER .3 56 148.29 –0.16 .12 V
Bombay Sensex 79032 +2.36 +6792.46 +9.40 Santiago Selective 3477.21 –1.15 +9.67 +0.28
9.15 3.26 TernsPharm TERN ... dd 6.81 –0.42 ... 3.88 1.39 VNET VNET ... dd 2.10 +0.05 ...
Brussels Bel-20 3887.24 –0.17 +179.47 +4.84 Sao Paulo Bovespa 123906 +2.11 –10278 –7.66
14.50 6.85 TerritorialBncp TBNK .5 32 8.10 +0.43 .01 13.23 3.00 VOXX Intl VOXX ... dd 3.16 –0.58 ...
299.29 138.80 Tesla TSLA ... 51 197.88 +14.87 ... 91.73 48.47 VSE VSEC .5 54 88.28 +4.61 .10 Buenos Aires Merval 1611295 +2.21 +681590 +73.31 Seoul Composite 2797.82 +0.49 +142.54 +5.37
221.40 143.35 TetraTech TTEK .6 41 204.48 –6.52 .29 16.74 3.82 Vacasa VCSA ... dd 4.87 +0.51 ... Copenhagen OMX 20 2887.71 +0.73 +604.18 +26.46 Shanghai Composite 2967.40 –1.03 –7.53 –0.25
21.09 0.66 TevogenBio TVGN ... dd .72 –0.08 ... 11.22 6.47 ValleyNatlBncp VLY 6.3 8 6.98 +0.40 .11 Dublin ISEQ 9364.88 –0.53 +604.52 +6.90 Shenzhen B Share Idx 1125.84 +1.38 +44.84 +4.15
66.18 50.40 TexasCapBcshs TCBI ... 19 61.14 +2.75 ... 16.49 6.58 Valneva VALN ... dd 7.01 –0.17 ...
206.00 139.48 TexasInstruments TXN 2.7 30 194.53 –1.00 1.30 EURO STOXX SXXE 501.60 –0.60 +27.46 +5.79 Singapore FTSE STI 3332.80 +0.81 +92.53 +2.86
11.85 10.71 ValuenceI A VMCA ... 47 11.40 –0.04 ...
175.72 91.06 TexasRoadhouse TXRH 1.4 35 171.71 +1.30 .61 6.75 3.30 VandaPharm VNDA ... dd 5.65 –0.47 ... EURO STOXX 50 SXSE 4894.02 –0.27 +372.37 +8.24 Stockholm OMXS 975.04 –0.32 +72.15 +7.99
47.11 29.92 TheBancorp TBBK ... 10 37.76 +3.31 ... 23.90 14.10 VarexImaging VREX ... 18 14.73 +0.31 ... Frankfurt DAX 18235 +0.40 +1483.81 +8.86 STOXX Europe 50 SXSP 4491.43 –0.48 +398.06 +9.72
4.35 1.61 TherapeuticsMD TXMD ... dd 1.61 –0.31 ... 52.88 25.55 VaronisSystems VRNS ... dd 47.97 +3.75 ... Helsinki OMHX 9937.44 –1.58 –160.25 –1.59 STOXX Europe 600 SXXP 511.42 –0.72 +32.43 +6.77
11.71 8.13 TheravanceBio TBPH ... dd 8.48 –0.27 ... 14.00 1.63 VastRenewables VSTE ... cc 2.28 –0.16 ...
21.99 14.09 ThirdCoastBcshs TCBX ... 12 21.27 +1.73 ... Hong Kong Hang Seng 17718 –1.72 +671.22 +3.94 Sydney S&P/ASX 200 7767.50 –0.37 +176.68 +2.33
4.55 2.90 VastaPlatform VSTA ... dd 3.05 –0.09 ...
16.94 4.72 ThirdHarmonic THRD ... dd 13.00 +0.62 ... 82.04 44.20 Vaxcyte PCVX ... dd 75.51 +0.57 ... Istanbul IMKB 10647 –1.15 +3177.73 +42.54 Taipel Weighted 23032 –0.95 +5101.44 +28.45
7.97 2.19 Thoughtworks TWKS ... dd 2.84 –0.12 ... 48.48 23.63 VeecoInstr VECO ... dd 46.71 +0.12 ... Jakarta Composite 7063.58 +2.67 –209.22 –2.88 Tel Aviv 125 Index 1947.48 +0.49 +60.40 +3.20
4.39 1.52 ThredUp TDUP ... dd 1.70 +0.08 ... 40.58 1.87 VentyxBiosciences VTYX ... dd 2.31 –0.20 ... Johannesburg All Share 79707 –0.08 +2813.96 +3.66 Tokyo Nikkei-225 39583 +2.56 +6118.91 +18.28
10.64 10.07 ThunderBridgeIV A THCP ... cc 10.59 ... ... 8.35 5.66 VeraBradley VRA ... 46 6.26 +0.42 ...
12.12 1.51 ThunderPower AIEV ... 27 1.65 –0.91 ... Kuala Lumpur Composite 1590.09 –0.02 +135.43 +9.31 Toronto S&P/TSX 21875 +1.49 +917.35 +4.38
50.78 9.24 VeraTherap VERA ... dd 36.18 +0.29 ...
3.40 1.52 TilrayBrands TLRY ... dd 1.66 ... ... 30.52 18.61 Veracyte VCYT ... dd 21.67 –0.87 ... LISBON PSI 4475.49 –1.69 –256.79 –5.43 Vienna ATX 3609.47 +0.50 +174.50 +5.08
32.20 23.93 TimberlandBncp TSBK 3.5 9 27.09 +0.85 .24 53.05 30.18 Vericel VCEL ... dd 45.88 +0.88 ... London FTSE - 100 8164.12 –0.89 +430.88 +5.57 Wellington S&P/NZX 50 11717 +0.30 –53.06 –0.45
34.99 15.65 TitanMachinery TITN ... 4 15.90 –0.26 ... 40.28 18.41 VerintSystems VRNT ... 68 32.20 –1.99 ... Madrid IBEX 35 10943 –0.80 +841.60 +8.33 Zurich Swiss 11993 –0.16 +856.04 +7.69
39.46 22.31 Torm TRMD15.0 5 38.77 +2.66 1.50 226.80 167.05 VeriSign VRSN ... 22 177.80 –3.89 ...
40.60 21.43 TowerSemi TSEM ... 9 39.31 +0.24 ... 273.70 215.32 VeriskAnalytics VRSK .6 50 269.55 –0.77 .39 Manila Composite 6411.91 +4.12 –38.13 –0.59
31.08 21.63 TowneBank TOWN 3.7 14 27.27 +1.15 .25 24.46 15.93 Veritex VBTX 3.8 12 21.09 +1.10 .20 Mexico City IPC 52440 –0.66 –4946.23 –8.62 Indexes are based on local currencies. Because of various holidays and other market closings, the most
290.38 185.00 TractorSupply TSCO 1.6 26 270.00 –11.56 1.10 7.76 1.48 Veritone VERI ... dd 2.26 –0.14 ... recent close is not necessarily that of the week of publication.
99.54 60.23 TradeDesk TTD ... cc 97.67 –0.04 ... 23.07 11.39 VeronaPharma VRNA ... dd 14.46 –0.54 ...
 44 BARRON’S July 1, 2024

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 InvscBS25HYCpBd BSJP 7.1 22.91 –0.13 .1098 ConsStaplesSPDR XLP 2.8 76.58 –1.09 .5819 FrankUSCoreDiv UDIV 2.0 42.13 +0.10 .1223 iShiBoxx$HYCpBd HYG 5.9 77.14 –0.25 .3998 SPDREuroStx50 FEZ 2.8 50.03 –1.04 .0989
volume. InvscBS24CpBd BSCO 3.2 21.06 –0.05 .0658 DefR2000EnhOpt IWMY 94.6 14.55 +0.19 .91 GlbXCopperMiners COPX 1.2 45.11 –0.11 .3907 iShiBoxx$IGCpBd LQD 4.3 107.12 –1.00 .415 SPDRGoldMini GLDM ... 46.09 +0.07 ...
InvscBS27CpBd BSCR 4.1 19.22 –0.09 .0705 DimenCoreFxIncm DFCF 4.6 41.54 –0.26 .1859 GlbXRuss2000Cvr RYLD 12.5 16.03 –0.01 .1654 iShLatinAmer40 ILF 6.1 24.76 –0.01 .8603 SPDR Gold GLD ... 215.01 +0.23 ...
Tick Div
Name Sym Yld Last Chg. Amt. InvscBS26CpBd BSCQ 3.8 19.18 –0.07 .0658 DimenEmgCore DFAE 2.3 25.87 +0.02 .1789 GlbXS&P500Cv XYLD 9.3 40.43 –0.16 .2819 iShMSCIAustralia EWA 3.9 24.43 +0.06 .4883 SPDR ICE Pfd PSK 6.4 33.93 +0.10 .18
InvscBS29CpBd BSCT 4.3 18.16 –0.11 .0725 DimenEMCore2 DFEM 2.4 26.73 –0.01 .1898 GlbXSilverMiners SIL .5 31.19 –0.60 .1374 iShMSCIBrazil EWZ 7.8 27.33 –0.13 1.221 SPDRNuvBBHYMuni HYMB 4.2 25.44 –0.19 .0913
Bats InvscKBWBank KBWB 3.0 53.50 +0.98 .4265 DimenIntlCore DFAI 2.5 29.67 +0.19 .3819 GlbX US Pfd PFFD 6.4 19.68 +0.01 .105 iShMSCICda EWC 2.3 37.09 +0.60 .4859 SPDRPtfAggBd SPAB 3.7 25.09 –0.16 .0811
ARKGenomicRev ARKG ... 23.48 –0.89 ... InvscNasd100 QQQM .7 197.11 –0.43 .3454 DimenShDurFix DFSD 4.3 47.00 –0.03 .2108 GlbX Uranium URA 5.9 28.95 –0.68 1.6816 iShMSCI EAFE EFA 3.0 78.33 +0.38 .9307 SPDRPtfDevxUS SPDW 2.8 35.08 –0.39 .6182
ARK21ShrsBitcoin ARKB ... 59.98 –4.23 ... InvscPHLXSemicon SOXQ .6 43.09 –0.57 .0687 DimenUSCore DFAU 1.1 37.49 –0.02 .1027 GSTreasury0-1Y GBIL 5.1 100.08 +0.10 .4384 iSh MSCI EM EEM 2.4 42.59 –0.08 .748 SPDRPtfEM SPEM 2.6 37.67 –0.54 .4514
AlphaArch1-3M BOXX ... 107.82 +0.09 ... InvscQQQI QQQ .6 479.11 –1.07 .5735 DimenUSCoreEq2 DFAC 1.1 32.24 ... .0967 GSActBetaIntlEq GSIE 2.6 33.65 –0.25 .1354 iShMSCIFrance EWQ 3.1 37.78 –0.60 .9146 SPDR PtfHYBd SPHY 7.8 23.23 –0.06 .1498
BlkRkShDurBd NEAR 5.0 50.33 +0.02 .1999 iShBiotech IBB .3 137.26 –0.08 .126 DimenUSHiProf DUHP 1.4 31.99 –0.20 .0766 GrShrGold BAR ... 22.96 +0.03 ... iShMSCIGermany EWG 2.5 30.62 +0.44 .7585 SPDRPtfIntermCpBd SPIB 4.2 32.56 –0.08 .1223
BlkRkUltShBd ICSH 5.2 50.53 +0.04 .2206 iShBitcoin IBIT ... 34.14 –2.44 ... DimenUSLCVal DFLV 1.7 28.91 +0.09 .1235 GrayscaleBitcoin GBTC ... 53.24 –3.80 ... iShMSCIHongKong EWH 5.1 15.30 –0.27 .4295 SPDR PtfIntTrea SPTI 3.4 28.02 –0.09 .089
DimenIntlCore2 DFIC 2.8 26.29 +0.19 .3647 iShBrdUSDInvCpBd USIG 4.3 50.21 –0.37 .1855 DimenUSSCValue DFSV 1.3 28.78 +0.32 .1136 HealthCrSelSect XLV 1.5 145.75 –1.06 .5725 iShMSCIIndonesia EIDO 4.4 19.27 +0.48 .1758 SPDRPtfLTCorpBd SPLB 5.0 22.55 –0.39 .0933
DimenIntlHiProf DIHP 2.4 26.32 +0.14 .2858 iShCoreMSCITotInt IXUS 2.2 67.56 +0.32 1.0484 DimenWorldexUS DFAX 2.8 25.42 +0.12 .2961 iMGPDBiMgdFut DBMF 5.1 30.06 +0.10 .254 iShMSCIIntlMom IMTM 2.2 38.69 +0.55 .3541 SPDRPtfLtTrea SPTL 3.7 27.22 –0.57 .0891
FTVestLadBuffer BUFR ... 28.92 +0.06 ... iShCore1-5YUSDBd ISTB 3.4 47.37 –0.08 .1462 DirexDJBull3X WEBL ... 17.99 +0.90 ... IndSelSectorSPDR XLI 1.5 121.87 –1.10 .4213 iShMSCIIntlQual IQLT 2.6 39.05 +0.06 .3689 SPDRPtfMtgBkdBd SPMB 3.4 21.57 –0.16 .0644
FTVestN100Jun QJUN ... 26.47 –0.01 ... iShCoreS&PUSGrw IUSG .8 127.48 +0.16 .1667 DirexEnerBull2x ERX 2.7 65.09 +2.55 .5116 InvscDBComm DBC 4.7 23.23 +0.03 1.0893 iShMSCIJapan EWJ 2.0 68.24 +2.23 .8746 SPDRS&P500Value SPYV 2.0 48.74 –0.47 .2878
FTVestRising RDVI 8.5 23.38 –0.13 .174 iShCoreS&PUSVal IUSV 1.9 88.13 –0.16 .4397 DirexChinaBr3 YANG 5.1 8.73 +0.35 .1403 InvscDBAgriFd DBA 4.0 23.80 –0.79 .9604 iShMSCIMexico EWW 2.7 56.61 –0.66 .4756 SPDRPtfS&P1500 SPTM 1.3 66.35 –0.19 .2339
FTS&P500Div KNG 9.4 50.52 –0.89 .3829 iShCoreTotUSDBd IUSB 3.7 45.22 –0.27 .1498 DirexChinaBl3 YINN 2.8 22.36 –1.49 .0489 InvscDBUSDBull UUP 6.0 29.13 +0.03 1.7455 iShMSCISaudiArabia KSA 2.8 40.62 –0.38 .5432 SPDRPtfS&P500 SPLG 1.3 64.00 –0.20 .2228
FTVestUSEqJu GJUN ... 34.11 +0.05 ... iShESGAwareMSCI ESGD 2.1 78.78 +0.54 .9185 DirexFinlBear3 FAZ 5.2 10.63 –0.06 .1796 InvscEMSovDebt PCY 6.8 20.00 –0.41 .1096 iShMSCISingapore EWS 4.6 19.20 +0.18 .5344 SPDRS&P500Growth SPYG .8 80.13 +0.05 .1242
FidBlueChipGr FBCG .0 42.44 +0.08 .008 iShESGAwareEM ESGE 2.3 33.53 +0.01 .6208 DirexFinlBull3 FAS 1.3 100.99 –1.19 .3636 InvscNatAMTFrMuni PZA 3.1 23.68 –0.25 .0636 iShMSCISthKorea EWY 2.5 66.09 +0.97 1.651 SPDRS&P500HiDiv SPYD 4.6 40.23 +0.16 .4869
FidWiseBTC FBTC ... 52.46 –3.68 ... iShESGAwareUSA ESGU 1.2 119.32 ... .3842 DirexGoldMinBr2 DUST 5.1 7.62 –0.10 .1518 InvscPreferred PGX 7.1 11.55 –0.08 .0554 iShMSCITaiwan EWT 3.3 54.19 –0.44 5.527 SPDRPtfS&P400MC SPMD 1.4 51.30 –0.20 .2077
FrankBitcoin EZBC ... 34.82 –2.47 ... iShFallAngelUSDBd FALN 6.0 26.19 –0.23 .133 DirexGoldMinBl2 NUGT 1.9 37.58 –0.35 .1985 InvscS&P500EW RSP 1.6 164.28 –1.31 .6802 iShMSCIUK EWU 4.1 34.88 –0.23 .7471 SPDRPtfS&P600SC SPSM 1.7 41.53 +0.37 .2059
GlbXUSInfrDevt PAVE .6 37.02 –0.40 .156 iSh5-10YIGCpBd IGIB 4.1 51.26 –0.28 .1837 DirexJrGoldMinBr2 JDST 6.4 3.85 ... .8983 InvscS&P500EWTech RSPT .5 36.66 –0.06 .0422 iShNatlMuniBd MUB 2.8 106.55 –0.26 .2614 SPDRPtfSTCpBd SPSB 4.6 29.70 ... .1231
GS PhysGold AAAU ... 23.01 +0.03 ... iShGlbCleanEner ICLN 1.2 13.32 –0.59 .1228 DirexJrGoldMnBl2 JNUG 2.2 37.25 –0.96 .3498 InvscS&P500HiDiv SPHD 4.2 44.43 –0.16 .1363 iShRuss2000Val IWN 2.0 152.30 +2.46 .5669 SPDRShtTermTrea SPTS 4.1 28.87 ... .1048
InnovS&P500PwrJ PJUL ... 38.85 +0.05 ... iShGlbInfr IGF 2.5 47.92 –0.24 .9069 DirexRealEstBl3 DRN 2.9 8.78 +0.11 .0412 InvscS&P500LowVol SPLV 2.3 64.95 –0.83 .1103 iShRussMC IWR 1.3 81.08 –0.19 .218 SPDRS&PBank KBE 2.9 46.39 +1.59 .3306
InnovS&P500PwrA PAPR ... 34.66 +0.09 ... iShiBdsDec25Trea IBTF 4.2 23.22 +0.01 .0844 DirexRegBksBl3x DPST 2.7 70.23 +9.27 .5557 InvscS&P500Mom SPMO .7 87.46 +0.10 .1266 iShRussMCGrw IWP .5 110.35 –0.24 .118 SPDR S&P 500 SPY 1.3 544.22 –0.29 1.759
InvscRuss1000Dyn OMFL 1.5 52.49 –0.40 .2461 iShiBdsDec24Trea IBTE 4.4 23.98 +0.03 .0927 DirexS&P500Br3 SPXS 6.6 7.85 –0.08 .1042 InvscS&P500Qual SPHQ 1.2 63.54 –1.03 .2055 iShRuss1000 IWB 1.2 297.54 –0.10 .8692 SPDR S&P Home XHB .7 101.08 –1.82 .1469
iPathS&P500VIX VXX ... 10.92 –0.37 ... iShJPMUSDEmBd EMB 4.9 88.48 –0.90 .3606 DirexS&PBiotBr3 LABD 5.9 7.33 –0.17 .0664 InvscS&P500Top50 XLG .8 45.75 +0.02 .0899 iShRuss1000Grw IWF .5 364.51 +0.49 .4439 SPDRS&PInsurance KIE 1.5 49.83 –0.62 .1784
iShBrdUSDHYCpBd USHY 6.8 36.28 –0.11 .2103 iShMBS MBB 3.7 91.81 –0.74 .2823 DirexS&PBiotBl3 LABU .5 113.44 +0.83 .1606 InvscS&PMCQual XMHQ .7 97.03 –5.67 .2036 iShRuss1000Val IWD 2.0 174.47 –0.39 .7697 SPDR S&P Metals XME .8 59.33 +0.27 .0961
iShCoreMSCIEAFE IEFA 3.1 72.64 +0.35 1.3096 iShMSCIACWI ACWI 1.7 112.40 +0.25 .9354 DirexS&P500Br1 SPDN 6.1 11.77 –0.13 .2117 InvscSrLoan BKLN 8.8 21.04 –0.09 .1568 iShRussTop200Gr IWY .5 214.52 +0.40 .2495 SPDRS&PRegBkg KRE 3.2 49.10 +2.09 .3919
iShCurrMSCIEAFE HEFA 2.7 35.56 +0.24 .3963 iShMSCIACWIxUS ACWX 2.2 53.13 +0.24 .7141 DirexS&P500Bl3 SPXL .8 146.07 –0.67 .3038 InvscSolar TAN ... 40.21 –3.02 ... iShRuss2000 IWM 1.3 202.89 +2.54 .5221 SchwabEM Equity SCHE 3.2 26.56 –0.11 .8224
iShIntlSelDiv IDV 6.7 27.67 +0.06 .236 iShMSCIACxJpn AAXJ 1.4 71.98 –0.15 1.1081 DirexS&POilBr2 DRIP 5.2 9.57 –0.59 .177 InvscUltShDur GSY 5.6 49.90 –0.19 .2283 iShRuss2000Gw IWO .7 262.53 +2.31 .3709 Schwab5-10YCpBd SCHI 5.1 44.10 –0.23 .1891
iShTransportAvg IYT 1.3 65.43 +1.17 .1864 iShMSCIBrazilSC EWZS 4.2 11.74 –0.15 .2451 DirexS&POilBl2 GUSH 2.6 35.45 +1.12 .2234 InvscVarRtPfd VRP 6.2 23.96 –0.12 .1021 iShS&P500Grw IVW .6 92.54 +0.20 .0836 SchwabFdEMEq FNDE 4.2 29.57 –0.32 1.0175
iShUSAero&Def ITA .9 132.05 –2.33 .2661 iShMSCIChina MCHI 1.9 42.17 –0.95 .1905 DirexSemiBr3x SOXS 13.1 22.68 +0.55 .4133 InvscWildClnEngy PBW 3.3 20.15 –0.47 .1406 iShS&P500Value IVE 1.8 182.01 –0.65 .8424 SchwabFdIntlEq FNDF 3.1 35.03 +0.05 .7692
iShUSHomeConstrn ITB .5 101.06 –1.72 .1435 iShMSCIEAFESC SCZ 1.6 61.64 +0.15 .8304 DirexSemiBl3 SOXL .5 55.36 –2.84 .0632 iShChinaLC FXI 2.7 25.99 –0.43 .0848 iShS&PGSCIComm GSG ... 22.15 ... ... SchwabFdUSLgCo FNDX 1.8 66.98 –0.15 .3186
iShEdgeMSCIMinEM EEMV 2.9 57.21 +0.46 1.058 iShMSCIEMxChina EMXC 2.1 59.20 +0.42 .491 DirexScBear3 TZA 4.7 18.56 –0.87 .2356 iShCoreDivGrowth DGRO 2.4 57.61 –0.19 .3107 iShShtNatlMuniBd SUB 1.9 104.55 –0.10 .1663 SchwabIntmUSTrsr SCHR 3.5 48.77 –0.15 .1491
iShEdgeMSCIMinUSA USMV 1.8 83.96 –0.17 .3603 iShMSCIEurFinls EUFN 4.7 22.36 +0.03 .3201 DirexSCBull3 TNA 1.1 36.67 +1.07 .2184 iShCoreMSCIEM IEMG 2.8 53.53 –0.07 .5095 iShSilver SLV ... 26.57 –0.41 ... SchwabIntEquity SCHF 2.8 38.42 –0.11 .7038
iShEdgeMSCIUSAMom MTUM .6 194.87 –0.55 .1623 iSh1-5YIGCpBd IGSB 3.6 51.24 –0.04 .165 DirexTechBear3 TECS 7.2 5.86 +0.02 .1227 iShCoreMSCIEur IEUR 3.1 56.95 –0.24 1.1922 iShTIPSBond TIP 3.2 106.78 –0.26 .0648 SchwabST USTr SCHO 4.2 48.13 +0.01 .1671
iShEdgeMSCIUSAQual QUAL 1.0 170.76 –1.29 .375 iSh1-3YTreaBd SHY 3.5 81.65 +0.01 .2616 DirexTechBull3 TECL .3 97.38 –2.38 .0709 iShMSCIIntlDev IDEV 3.1 65.64 +0.32 .8684 iSh10-20YTreaBd TLH 4.1 102.70 –1.75 .359 SchwabUS AggrBd SCHZ 3.7 45.58 –0.33 .1414
iShExpTechSftwr IGV ... 86.90 +2.13 ... iShPfd&Incm PFF 6.3 31.55 –0.02 .1596 Direx20+TreaBr3 TMV 4.0 35.89 +2.02 .2699 iShCoreMSCIPac IPAC 3.1 61.22 +1.30 1.1054 iSh10+YIGCpBd IGLB 4.9 50.04 –0.87 .2061 SchwabUS BrdMkt SCHB 1.3 62.87 –0.16 .2243
iShFRBd FLOT 5.9 51.09 +0.05 .2486 iShSemiconductor SOXX .6 246.63 –3.15 .2249 Direx20+YrTrBull TMF 3.6 48.50 –4.13 .4973 iShCoreS&P500 IVV 1.3 547.23 +0.22 1.6111 iShTreaFRBd TFLO 5.3 50.66 +0.03 .2709 SchwabUS Div SCHD 3.6 77.76 –0.36 .7423
iShIntlAggBd IAGG 3.5 49.92 –0.17 1.7697 iSh7-10YTreaBd IEF 3.2 93.65 –0.70 .2709 EnSelSectorSPDR XLE 3.2 91.15 +1.40 .7148 iShCoreS&P MC IJH 1.3 58.52 –0.03 .16 iShUSRealEst IYR 2.9 87.74 +0.61 .3365 SchwabUS LC SCHX 1.3 64.25 –0.25 .1958
iShMSCIEAFEGrw EFG 1.5 102.30 +0.04 .6555 iShShortTreaBd SHV 5.1 110.50 +0.11 .4723 FidEnhIntl FENI 2.9 28.34 +0.07 .277 iShCoreS&P SC IJR 1.4 106.66 +1.22 .3263 iShUSTech IYW .2 150.50 +0.13 .231 SchwabUS LC Grw SCHG .4 100.84 +0.23 .1037
SchwabUS REIT SCHH 3.3 19.97 +0.04 .2245
iShMSCIEurozone EZU 2.9 48.83 –0.10 1.0429 iSh3-7YTreaBd IEI 2.8 115.47 –0.29 .2955 FidEnhLCCore FELC 1.3 30.60 +0.06 .079 iShCoreS&PTotUS ITOT 1.3 118.78 +0.09 .3081 iSh0-5YHYCpBd SHYG 6.6 42.20 –0.09 .2367
SchwabUS SC SCHA 1.4 47.45 +0.37 .2331
iShMSCIIndia INDA ... 55.78 +1.09 ... iSh20+YTreaBd TLT 3.6 91.78 –2.18 .3083 FidEnhLCGrw FELG .8 32.26 +0.04 .046 iShCoreUSAggBd AGG 3.4 97.07 –0.69 .2948 iSh0-3MTreaBd SGOV 4.1 100.71 +0.09 .4276
Schwab US TIPs SCHP 3.3 52.01 –0.14 .2083
iShMSCIEAFEValue EFV 4.7 53.04 +0.51 1.5357 JPMNasdEqPrem JEPQ 8.8 55.50 +0.26 .4311 FidHiDiv FDVV 3.0 46.78 –0.20 .319 iShUSMedDevices IHI .5 56.04 –0.34 .0314 JanusHendersonAAA JAAA 6.4 50.88 +0.05 .256
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

SimplifyVolPrem SVOL 16.1 22.46 –0.24 .30

iShRuss2500 SMMD 1.4 62.60 +0.33 .1637 ProShUltPrQQQ TQQQ 1.2 73.82 –0.58 .2151 FidMSCIEn FENY 2.9 25.09 +0.62 .184 iShESGUSAggBd EAGG 3.6 46.61 –0.30 .1507 JanusHendMtg JMBS 4.9 44.65 –0.36 .1899
SPDR S&PMdCpTr MDY 1.2 535.08 –0.27 1.9974
iSh20+YTrBdBuy TLTW 16.8 25.68 –0.47 .2466 ProShUltShQQQ SQQQ 11.2 8.28 –0.12 .1605 FidTotalBd FBND 4.6 44.93 –0.48 .179 iShExpTechSftwr IGM .2 94.31 +0.23 .038 JanusHenShrtDur VNLA 4.5 48.54 –0.01 .2067
SPDR S&P Biotch XBI .1 92.71 +0.33 .1148
iShUSTreasuryBd GOVT 3.0 22.57 –0.13 .0596 RoundMagSeven MAGS .0 45.11 +0.70 .1459 FinSelSectorSPDR XLF ... 41.11 –0.22 ... iShGlobalEnergy IXC 3.7 41.51 +1.03 .6362 JPM EqPrem JEPI 7.3 56.68 –0.02 .3452
SPDRS&POil&Gas XOP 2.3 145.47 +2.09 .7772
JPMBetaJapan BBJP 2.8 56.43 +1.79 1.6015 SprottJrUranium URNJ 4.0 23.92 –0.69 .9508 FT DJ Internet FDN ... 204.94 +3.60 ... iShGlobalREIT REET 3.1 23.25 +0.20 .1333 JPM IntlResearch JIRE 2.6 62.60 +0.31 1.5991
SPDR S&P Retail XRT 1.4 74.98 –0.78 .3743
JPMCorePlusBd JCPB 4.8 46.33 –0.25 .2081 T-Rex2XInvrTesla TSLZ ... 24.45 –4.39 ... FT EnergyAlpDx FXN 1.9 18.20 +0.21 .0789 iShGoldTr IAU ... 43.93 +0.04 ... JPM USQualFactor JQUA 1.2 52.95 –0.40 .1928
TRoweCapAppr TCAF ... 31.41 –0.03 ...
NeosS&P500Hi SPYI 11.7 50.15 –0.42 .4997 T-Rex2XLgTesla TSLT ... 12.64 +1.76 ... FT MstarDiv FDL 4.5 37.93 –0.15 .4854 iShGoldTrMicro IAUM ... 23.20 +0.03 ... JPM UltShIncm JPST 5.0 50.47 +0.05 .214
TechSelectSector XLK .7 226.23 –2.18 .3392
-1xShVIXFutures SVIX ... 47.67 +1.46 ... Tradr1.25XNVDABr NVDS 10.7 40.10 +0.97 21.3586 FT PfdSecs FPE 5.8 17.36 –0.03 .0965 iShiBdsDec30Cp IBDV 4.5 21.26 –0.06 .0802 KraneCSICnInt KWEB 1.7 27.02 –1.27 .4193
TeucriumWheatFd WEAT ... 5.31 –0.01 ...
PacerGlCashCows GCOW 6.3 33.72 –0.58 .3455 TradrShInnovDly SARK 10.7 30.58 –0.36 3.2644 FT TCWUnPlBd UCON 5.1 24.45 –0.15 .10 iShiBdsDec25Cp IBDQ 3.5 24.86 +0.02 .0787 KraneCnInternet KLIP 59.8 12.88 –0.92 .5901
USGlobalJets JETS ... 19.66 –0.07 ...
PacerUSCashCows COWZ 2.1 54.49 –0.59 .2443 TradrTSLABearDly TSLQ 11.7 31.98 –2.66 3.7319 FT ValLineDiv FVD 2.3 40.75 –0.47 .2795 iShiBdsDec24Cp IBDP 3.4 25.13 +0.02 .0836 MAXS&P5004X SPYU ... 42.14 –0.30 ...
UtilitiesSelect XLU 3.2 68.14 –1.25 .5551
PacerUSSCCash100 CALF 1.1 43.56 –0.43 .0823 USTrea3mBill TBIL 5.3 50.02 +0.04 .2183 FlexGlbUpNatRsc GUNR 3.4 40.14 +0.19 .1589 iShiBdsDec29Cp IBDU 4.5 22.67 –0.06 .0896 MatlsSelSector XLB 2.0 88.31 –1.33 .4255
VanEckBDCIncm BIZD 10.4 17.11 +0.11 .4679
ProShS&P500Arist NOBL 2.2 96.13 –1.67 .3863 ValkyrieBitcoin WGMI .3 21.17 –0.46 .055 FrankFTSEJapan FLJP 5.2 28.76 +0.94 1.0265 iShiBdsDec26Cp IBDR 3.8 23.82 +0.01 .0812 MicroFANG-3XInvr FNGD ... 24.65 –1.21 ...
VanEckGoldMin GDX 1.5 33.93 –0.06 .5001
ProShShtVIXST SVXY ... 61.39 +1.03 ... VanEckGlFallAngHY ANGL 5.9 28.30 –0.31 .1511 MicroFang+3x FNGU ... 445.11 +17.11 ...
VanEck IG FR FLTR 6.2 25.51 +0.03 .1257
ProShUltVIXST UVXY ... 23.54 –1.15 ... VanEckSemicon SMH ... 260.70 –4.19 ... MicroGold3XInvr GDXD ... 23.30 +0.19 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

VanEckJPMEMLCBd EMLC 6.4 23.78 –0.06 .1156

ProShVIXMTFut VIXM ... 14.33 –0.21 ... VangdIntrCorpBd VCIT 4.1 79.93 –0.41 .2992 MicroGold3xLvgd GDXU ... 33.54 –0.26 ...
VanEckJrGoldMin GDXJ .7 42.12 –0.30 .2736
ProShVIXSTFut VIXY ... 10.85 –0.34 ... VangdIntermTrea VGIT 3.2 58.23 –0.22 .1787 NuvGrowthOpps NUGO .1 32.16 ... .0348

Selected ETF Leaders

VanEckMerkGoldTr OUNZ ... 22.46 +0.03 ...
ReturnStackGlbSt RSSB .6 22.69 –0.09 .1294 VangdIntlHiDiv VYMI 4.6 68.53 +0.48 1.0087 PGIMUltraShBd PULS 5.7 49.70 +0.03 .2226
VanEckOilSvcs OIH 1.3 316.18 +10.84 4.2235
T-Rex2XInvrNVIDIA NVDQ ... 2.02 +0.07 ... VangdLTCorpBd VCLT 5.0 75.86 –1.37 .3183 Pimco25+YrZC ZROZ 4.0 75.09 –3.07 .77
VanEckPfdxFin PFXF 7.6 17.30 +0.06 .0851
T-Rex2XLgNVIDIA NVDX ... 168.98 –14.02 ... VangdLongTrea VGLT 3.8 57.68 –1.19 .2025 PimcoEnhShMat MINT 5.2 100.65 +0.14 .425 VangdSC Val VBR 2.2 182.52 –0.59 1.0165
2xBitcoinStrategy BITX 9.9 31.68 –6.19 .9677 VangdMBS VMBS 3.7 45.40 –0.35 .1498 PimcoMultiBd PYLD 5.1 25.64 –0.06 .118
iShares Core S&P VangdDivApp VIG 1.8 182.55 –2.22 .8992
2xEther ETHU .3 11.72 –1.34 .0027 VangdRuss1000Grw VONG .6 93.81 +0.02 .1406 1.16% ProShBitcoin BITO 32.1 22.51 –1.69 1.6814 VangdEnergy VDE 3.0 127.57 +2.27 .9484
2xLongVIXFut UVIX ... 5.60 –0.35 ... VangdRuss2000 VTWO 1.5 81.97 +0.74 .2994 Small Cap (IJR) ProShShBitcoin BITI 4.8 8.46 +0.52 .0202 VangdExtDuratn EDV 4.0 73.41 –2.34 .7685
VanEckHYMuni HYD 4.3 51.65 –0.42 .2133 VangdSTCpBd VCSH 3.5 77.28 –0.04 .258 ProShShtDow30 DOG 5.3 28.88 –0.34 .4035 VangdFTSEAWxUS VEU 3.1 58.64 +0.23 .4589
VanEckMstrWd MOAT .8 86.61 –0.42 .7285 VangdShtTmInfltn VTIP 2.8 48.54 +0.08 .0267
Vanguard FTSE ProShShrtQQQ PSQ 7.2 40.50 –0.68 .7556 VangdAWxUSSC VSS 2.9 117.49 +0.25 .8403
VanEckVietnam VNM 5.5 12.17 –0.28 .6552 VangdShortTrea VGSH 3.9 57.99 +0.01 .2061 0.67 ProShShRuss2000 RWM 5.4 20.81 –0.53 .2585 VangdFTSEDevMk VEA 3.4 49.42 +0.33 .4607
VangdESGIntlStk VSGX 2.9 57.27 +0.11 .3131 VangdTotalBd BND 3.4 72.05 –0.47 .219 Developed Markets ProShShrtS&P500 SH 6.5 11.41 –0.18 .1418 VangdFTSE EM VWO 3.2 43.76 –0.19 .1704
VangdESGUSStk ESGV 1.1 96.62 +0.09 .2226 VangdTotIntlBd BNDX 4.7 48.67 –0.26 .0959 (VEA) ProShUltBitcoin BITU .8 26.71 –4.36 .0152 VangdFTSE Europe VGK 3.2 66.77 –0.29 1.0317
VangdUltShrtBd VUSB 5.0 49.52 +0.04 .2189 VangdTotIntlStk VXUS 3.1 60.30 +0.24 .4835 iShares Core MSCI ProShUltBlmCrude UCO ... 33.50 +0.58 ... VangdFTSE Pac VPL 2.8 74.18 +1.29 .2035
WT USQltyDiv DGRW 1.6 78.05 –0.61 .17 0.48 ProshUltBbgNtGas BOIL ... 15.67 –2.72 ...
NASDAQ EAFE (IEFA) VangdFinls VFH 1.9 99.88 –0.27 .4608
ProShUltDow30 DDM .9 82.97 –0.44 .2453 VangdGrowth VUG .5 374.01 +0.62 .456
DefNasdaq100Enh QQQY 68.9 14.99 +0.03 .8013 NYSE ARCA ProShUltraQQQ QLD .2 99.81 –0.39 .0554 VangdHiDiv VYM 3.0 118.60 –0.28 1.0237
DirexAAPLBull2X AAPU 2.2 32.56 +0.79 .0842 ARK Innovation ARKK ... 43.95 +0.63 ... SPDR Gold Shares ProShUltRus2000 UWM .8 37.23 +0.82 .0607 VangdInfoTech VGT .6 576.59 –1.15 .7624
0.11
DirexAmznBl2X AMZU 2.3 37.30 +1.20 .2117 abrdnPhysGold SGOL ... 22.22 +0.04 ... (GLD) ProShUltraS&P SSO .6 82.60 –0.30 .1777 VangdIntermBd BIV 3.5 74.89 –0.42 .2383
DirexNVDABear1X NVDD 5.4 7.92 +0.11 .0311 abrdnPhysSilver SIVR ... 27.84 –0.39 ... ProShUltSemi USD .0 139.12 –7.47 .0269 VangdLC VV 1.3 249.62 –0.82 .8643
DirexNVDABull2X NVDU .8 111.20 –7.97 .2606 AdvShMSOS2xDly MSOX ... 2.78 –0.13 ... ProShUltSilver AGQ ... 37.09 –1.18 ... VangdLongTermBd BLV 4.5 70.29 –1.37 .2704
DirexTSLABr1x TSLS 3.9 21.02 –1.93 .2399 AdvShPureUSCan MSOS ... 7.33 –0.02 ... SPDR S&P 500 ETF ProShUltDow30 UDOW .9 78.60 –0.61 .1314
-0.05 VangdMC VO 1.6 242.10 –1.65 .9288
DirexTSLABl2x TSLL 4.3 9.20 +1.23 .0788 AlerianMLPETF AMLP 7.4 47.98 +1.23 .94 Trust (SPY) ProShUltRus2000 URTY .5 43.23 +1.31 .0847 VangdRealEst VNQ 4.3 83.76 –0.21 1.0328
FT CapStrength FTCS 1.4 84.04 –1.06 .2843 AllianzUSLCBf20J JULW ... 33.31 +0.06 ... ProShUltS&P500 UPRO .7 76.84 –0.36 .2235 VangdS&P500ETF VOO 1.3 500.13 –1.65 1.7835
FT EnhShtMat FTSM 5.0 59.60 –0.20 .245 AllianzUSLCBf20M MARW ... 29.51 +0.04 ... ProShUltShDow30 SDOW 6.1 16.63 –0.19 .2517 VangdST Bond BSV 2.9 76.70 –0.04 .2203
Invesco QQQ Trust .3738
FT LatAmAlpha FLN 5.0 17.64 –0.47 .3805 AmplifyAltHarvest MJ 5.2 3.32 –0.18 .0558 -0.22 ProShShtRus2000 SRTY 6.2 27.79 –1.50 VangdSC VB 1.5 218.04 –0.17 .8466
FT LowDurOpp LMBS 4.5 48.05 –0.33 .17 AmplifyJrSilver SILJ .0 11.32 –0.24 .0009 (QQQ) ProShUltSh&P500 SPXU 10.4 28.82 –0.49 .6351 VangdTaxExemptBd VTEB 3.0 50.11 –0.15 .1308
FT NasdCybersec CIBR .5 56.42 +1.31 .0662 ArkFinInnov ARKF ... 27.86 +0.28 ... ProShUltShBbgCrd SCO ... 15.57 –0.27 ... VangdTotalStk VTI 1.4 267.51 –0.80 .9519
FT RisingDivAch RDVY 1.9 54.75 –0.22 .2616 AvantisEM AVEM 2.8 61.09 –0.57 1.141 Vanguard Total Stock ProShUltShBlmGas KOLD ... 49.19 +6.40 ... VangdTotWrldStk VT 2.0 112.63 +0.20 .5779
FT SMID CapRising SDVY 1.6 33.38 +0.06 .1503 AvantisIntlEquity AVDE 3.1 62.26 –0.80 .7718 -0.30 ProShUltDow30 DXD 2.2 32.00 –0.35 .2504 VangdValue VTV 2.5 160.41 –1.53 1.0149
FT TCW Opp FIXD 4.4 43.05 –0.48 .155 AvantisIntlSCVal AVDV 3.2 64.95 –0.61 .8884
Market (VTI) ProShUltShQQQ QID 8.8 38.33 –0.67 .7882 WT EMxSOE XSOE 1.6 30.63 –0.10 .175
GlbXAI&Tech AIQ .2 35.63 +0.10 .0193 AvantisUSLCValue AVLV 1.6 62.84 –0.09 .2203 ProShUltShRus2000 TWM 5.2 11.23 –0.41 .0859 WT EM HiDiv DEM 5.3 43.31 –0.96 .225
GlbXCloudComp CLOU ... 19.66 +0.43 ... AvantisUSSCValue AVUV 1.7 89.72 +1.04 .3067 Vanguard FTSE ProShUltShS&P500 SDS 8.1 23.04 –0.39 .3439 WT FRTrea USFR 5.4 50.31 –0.19 .227
GlbXNasd100Cv QYLD 11.6 17.67 –0.10 .1628 BitwiseBitcoin BITB ... 32.69 –2.33 ... -0.43 ProShUltShSilver ZSL ... 11.33 +0.36 ...
Emerging Markets WT IndiaEarn EPI ... 48.28 +0.76 ...
GlbX Robotics&AI BOTZ .2 30.85 +0.09 .0041 BlkRkFlexIncm BINC 5.1 52.20 –0.07 .2376 RealEstSectorSPDR XLRE 3.5 38.41 –0.07 .3871 WT IntlHdgQual IHDG 1.6 45.59 –0.51 .215
GrShr1.25xLTesla TSL 85.1 7.82 +0.71 6.6572 BlkRkUSEqRotat DYNF .6 46.94 –0.04 .0437
(VWO) SPDRBlackSrLoan SRLN 8.9 41.80 +0.07 .3051 WT JapanHdg DXJ 2.2 112.82 +4.45 .305
GrShr2xLongAMDDly AMDL ... 16.44 +0.13 ... CapitalGrpCoreBal CGBL 1.6 29.73 –0.11 .1398 Vanguard Total Bond SPDRBBCpBd SPBO 5.1 28.70 –0.23 .1265 XtrkHarvCSI300 ASHR 2.5 23.57 –0.20 .5925
-0.65
GrShr2xLongCOINDly CONL .2 45.47 –2.01 .1086 CapitalGrpCoreBd CGCB 3.6 25.82 –0.26 .0829 Market (BND) SPDRBlmCvSecs CWB 2.0 72.06 +0.47 .132 XtrkMSCIEAFE DBEF .7 41.44 +0.31 .236
GrShr2xLgMeta FBL 29.6 26.69 +0.92 8.0045 CapGrpCore CGUS 1.1 32.25 –0.12 .0794 SPDRBlmEMLocBd EBND 5.7 19.89 –0.01 .1015 XtrkUSDHYCpBd HYLB 6.1 35.46 –0.10 .1846
GrShr2xLgNVDA NVDL 13.9 69.55 –4.94 1.6852 CapGrpCorePlus CGCP 5.3 22.22 –0.18 .0851 SPDR Blm HY Bd JNK 6.6 94.27 –0.30 .5308 YieldAMZNOpt AMZY 35.0 22.08 –0.12 .9541
GrShr2xLgTSLA TSLR ... 13.95 +1.99 ... CapGrpDivVal CGDV 1.5 33.00 –0.23 .1293
Vanguard Dividend SPDRBlmInvGrdFR FLRN 5.8 30.85 +0.04 .1549 YieldCoinOpt CONY 110.9 20.38 –0.02 1.6982
-1.20
GrShr2xShNVDA NVD ... 2.21 +0.08 ... CapGrpGlbGrw CGGO .7 29.44 –0.29 .1126 Appreciation (VIG) SPDRBB1-10YTIPS TIPX 3.9 18.48 ... .1151 YieldMSTROpt MSTY 171.5 28.89 –0.77 3.03
InvscActMgdETC PDBC 4.0 14.05 +0.01 .5601 CapitalGrpGrw CGGR .3 32.89 +0.07 .0564 SPDRBbg1-3MTB BIL 5.2 91.78 +0.08 .405 YieldNVDAOpt NVDY 52.7 29.31 –0.28 2.563
InvscBS30CpBd BSCU 4.5 16.26 –0.11 .0679 CapGrpUSMult CGMS 6.0 26.92 –0.20 .1156 Source: Barron’s Statistics SPDRBlmSTHYBd SJNK 7.5 24.97 –0.05 .1571 YieldTSLAOpt TSLY 82.0 16.16 +0.57 .6448
InvscBS28CpBd BSCS 4.3 19.95 –0.12 .0784 CommSvsSPDR XLC .9 85.66 +0.72 .2243 SPDR 3-12MT-Bill BILS 5.2 99.37 +0.09 .4336 YieldUltOptIncm ULTY 108.8 13.49 –0.01 1.1337
InvscBS25CpBd BSCP 3.7 20.45 –0.07 .068 CnsmrDiscSel XLY .8 182.40 –0.21 .3918 SPDR DJIA Tr DIA 1.8 391.13 –0.21 .8736 YieldUnivFdOpt YMAX 39.3 19.51 –0.06 .73
 July 1, 2024 BARRON’S 45

D ATA MUTUAL FUNDS D ATA PR O V IDE D BY LIP P E R B A R R ON S.C OM / DATA

About Our Funds Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
The listings include the top 2500 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.

Cash Track
open-end funds by assets. These CapAppr I-2 100.19 -0.29 28.1 22.7 2015TarRetA 12.35 -0.04 3.8 5.1 QualIntMunBdInst 10.97 -0.04 -0.1 -1.6
funds value their portfolios daily
and report net asset values (the Alger Funds Inst: 2020TarRetA 13.52 -0.05 4.2 5.7 ShtTBdInst 9.39 -0.03 1.9 3.2
dollar amount of their holdings CapApprI 42.66 -0.12 28.8 22.2 2025TarRetA 15.26 -0.05 4.7 5.7 BalanA p:
divided by the number of shares
outstanding) to the National AllianzGI: 2030TarRetA 17.09 -0.05 5.9 7.6 BalanA p 26.72 -0.08 7.0 10.8 Seeking Equity: New commitments of cash narrowed the past month’s outflow from stock funds, to a
Association of Securities Dealers. 2035TarRetA 18.83 -0.05 7.3 9.6 Baron Funds:
Total returns reflect both price
MidCpValA 24.47 NA NA NA weekly average of $1.4 billion. Money-market inflows remained fairly steady, at $5.3 billion a week. Taxable-
Allspring Funds Mana: 2040TarRetA 20.09 -0.05 8.8 11.9 Asset n 100.14 -0.65 2.2 -8.2
changes and dividends; these
2045TarRetA 20.68 -0.04 9.2 12.2
bond funds took in 20% more cash, averaging $3.4 billion a week, while muni-bond funds got an average of
figures assume that all distribu- Growth n 92.52 -0.17 -3.3 -5.5
tions are reinvested in the fund.
Equity Fund 12.47 -0.08 7.4 10.9
2050TarRetA 20.37 -0.04 9.4 12.0 $50 million a week.
Because Lipper is constantly up- Amana Income: Opportunity n 42.43 0.35 20.3 2.4
dating its database, these returns AmcpA 42.38 -0.02 13.3 15.3 Partners n 146.56 6.33 -8.2 -6.1
AmanaIncm n 67.24 0.01 12.4 29.5
may differ from those previously AMutlA 54.42 -0.24 7.6 24.1 SmallCap n 31.61 -0.31 4.5 -3.9 Equity Funds Municipal Bond Funds
published or calculated by others. AmanaGrowth n: BondA 11.17 -0.07 -0.7 -8.8
3 year returns are cumulative. The Baron Instl Shares: 5500 340
NAV is the last reported closing AmanaGrowth n 82.73 -0.16 15.8 36.1 BalA 34.56 -0.10 8.7 15.4
price for the week. Footnotes: NA: Amer Beacon Insti: AssetInst 106.36 -0.68 2.3 -7.5
not available. NE: performance
CapIBA 68.23 -0.16 4.4 10.5
DiscoveryInst 27.01 0.29 -3.6 -30.1
2000 200
excluded by Lipper editor. NN: fund LgCapinst 27.83 -0.01 8.2 23.9 CapWA 15.79 -0.08 -3.7 -17.7
EmergingMktsInst 14.97 0.11 6.8 -23.6
not tracked. NS: fund not in SmCpInst 25.00 0.23 0.2 12.9 CapWGrA 65.49 -0.26 9.9 13.8 -1500 60
existence for whole period. e: ex FifthAvenueInst 51.61 1.09 19.1 -8.9
capital gains distributions. f: Amer Beacon Inv: EupacA 57.21 0.01 7.0 -8.9
FocGrowthInst 38.65 0.84 1.5 7.3 -5000 -80
previous day’s quote. n: no front- LgCapInv 24.24 -0.01 8.0 22.8 FdInvA 81.15 -0.31 14.7 29.0
or back-end sales charge. p: fund GrowthInst 97.88 -0.18 -3.2 -4.8
American Century A: GBalA 37.45 -0.22 4.1 4.0
assets are used to pay marketing
GovtA 11.78 -0.07 -1.2 -8.9
OpptortunityInst45.25 0.38 20.4 3.2 -8500 -220
and distribution costs (12b-1 fees). EqIncA 8.65 -0.04 4.0 10.5 PartnersInst 152.79 6.61 -8.1 -5.3
r: fund levies redemption fee or GwthA 73.77 0.23 16.8 19.0 May Jun May Jun
back-end load. s: stock dividend or American Century G: RealEstateInst 35.15 -0.06 -1.7 -6.1
split of 25% or more. t: fund charges HI TrA 9.56 -0.02 3.8 7.8
EmgMktsDebt 8.68 -0.04 -0.3 -4.8 SmallCapInst 34.20 -0.33 4.6 -3.1
12b-1 fees (for marketing and HiInMuniA 15.20 -0.03 3.6 -0.5 Money Market Funds Taxable Bond Funds
distribution) and a back-end load. FocusDynamGrowth64.84 1.02 25.6 7.9 BBH Funds:
v: capital-gains distribution may be GlBond 8.57 -0.04 -0.5 -6.0
ICAA 57.18 -0.01 14.6 36.4 18900 4300
BdMktN n 10.33 0.00 3.1 9.9
a return of capital. x: ex cash IncoA 24.10 -0.05 4.3 11.0
InfAdjBd 10.42 -0.03 0.9 -3.6 Bernstein Fds:
dividend. IntBdA 12.34 -0.04 0.2 -3.4 6100 3400
NonUSIntrVal 9.46 -0.09 2.0 12.8 Ca Mu n 13.83 -0.03 0.8 0.8
Net YTD 3-Yr. IntlGrIncA 37.33 -0.28 5.7 2.1
NAV Chg. % Ret. % Ret. NTIntlSmMid 10.11 -0.01 7.0 -15.4
LtdTEBdA 15.21 -0.02 0.2 -1.0 DivrMuni n 13.85 -0.03 0.7 0.0 -6700 2500
SDIPB 10.30 0.02 2.2 6.6 EmMkts n 28.30 NA NA NA
N PerA 62.31 -0.07 11.5 9.1
A SmCapGrowth 22.29 0.30 6.8 -6.1
NEcoA 62.71 -0.01 16.2 8.3 IntDurInstl 12.86 NA NA NA -19500 1600
SmCpVal 10.50 0.13 0.7 6.4 IntmDur n 11.19 NA NA NA
AAM: NwWrldA 80.10 -0.40 6.8 -8.8 -32300 700
Sustain Equity 54.03 -0.02 14.2 31.1 IntmedDivMuni 13.84 -0.03 0.8 0.2
B&GIncGroClI 24.92 -0.31 9.6 19.7 SmCpA 66.53 0.08 0.4 -17.6
American Century I:
STBFA 9.45 0.00 1.3 0.7 NY Mun n 13.40 -0.03 0.5 -0.1 May Jun May Jun
AB Funds:
CaHYMu 9.79 -0.03 1.9 -2.9 STTxExBdA 9.88 -0.01 0.6 0.6 BlackRock Funds:
AlBeGblBndFdClZ 6.84 NA NA NA A red chart indicates a lower value than the starting period. Green means it's higher than the starting period.
DivBnd 9.08 -0.06 -0.5 -9.0 TECAA 16.68 -0.03 0.9 -2.1 CoreBd Inst 8.16 -0.06 -0.5 -9.2
AllMktRtrn1 8.79 NA NA NA The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI
EmgMkt 11.39 0.04 10.7 -24.5 TxExA 12.37 -0.03 0.6 -2.3 CoreBd K 8.18 -0.07 -0.5 -9.1
BFIntStrEqSCB 13.17 0.09 14.2 7.2 EqInc 8.66 -0.04 4.1 12.0 WshA 60.43 -0.19 11.3 33.1 CreStraInc Inst 8.88 -0.02 2.1 -1.2
CapFdInc.LCapGow111.79 NA NA NA Growth 59.86 0.09 19.3 31.7 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
AMG Funds: HiYBlk 7.03 -0.01 3.4 7.4
DiscovValFd 21.70 -0.02 2.5 7.9 HighIncome 8.50 -0.02 2.2 4.9 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
RRSmCapValI 15.41 NA NA NA HiYInvA 7.02 -0.01 3.1 6.0
ImpactMunIncmSh 9.77 -0.03 1.2 -2.0 IntTF 10.74 -0.02 0.4 -1.6 TacOpp Inst 14.28 0.23 7.4 18.2 Gr&IncA 47.30 -0.03 12.0 19.1 AcornA 7.71 0.02 2.9 -17.2 SmCpIdx I 23.29 0.28 -0.8 -1.4
TmSqMdCpGw I 17.54 NA NA NA HiYldBd Inst 7.03 0.00 3.4 7.1
IntlStraEquPtZ 13.21 0.08 14.3 7.9 MdCapVal 15.58 -0.06 0.9 13.0 TotRet 9.78 -0.07 -0.2 -9.1 Gr&IncI 44.86 -0.03 12.1 20.0 AMTTEBd 14.75 -0.05 2.0 -5.3 StratInc I 21.07 -0.16 1.4 -1.0
AMG Managers Funds: InflProtBdInst 9.64 -0.04 1.0 -3.8
MuniIncmShares 11.17 NA NA NA SDIPB 10.29 0.02 2.0 5.2 WorldInc 5.15 -0.03 -2.0 -11.5 GrowthA 43.25 0.08 21.1 21.0 BalancedA 52.52 -0.12 9.7 15.6 Thermostat I 15.69 -0.04 3.0 0.6
LDurBlk 8.97 -0.01 1.9 2.1
MuniInflStr1 10.71 NA NA NA ShtDurStrInc 8.89 -0.01 2.2 2.4 Brandywine I n 39.07 NA NA NA BlackRock Funds K: MktNeutA 14.78 0.02 3.3 9.8 BldrAggrsv 13.09 -0.01 10.7 11.3 TotReBd I 29.86 -0.22 -0.2 -11.4
LowDurBdA 8.98 0.00 1.9 1.3
SmCapGrwPortZCl 66.33 0.61 6.7 -21.4 GWKMBd I 11.31 NA NA NA MktNeutI 14.59 0.03 3.4 10.6 BldrMod 10.45 -0.08 6.6 3.6 Columbia Class I2:
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

SmCapGrowth 20.85 0.27 6.2 -8.8 LowDurI Inst 8.98 0.00 1.9 2.0 CapAppr 45.36 -0.15 22.6 21.6
TxMulSecIncShs 9.69 -0.01 2.0 4.8 SmCapVal 10.47 0.13 0.3 3.7 GWKSmCpCr I 30.81 NA NA NA Calvert Group: ContCoreA 36.12 -0.01 16.3 33.5 Balanced I2 52.41 -0.12 9.8 16.5
BlackRock Funds A: BlackRock Funds R:
AB Funds - A: Sustain Equity 53.76 -0.03 13.9 28.8 TSSmCapGrFd Z 17.65 NA NA NA CalLngTrmInFdClI 15.57 -0.10 -0.3 -8.1 DisplCoreA 15.15 0.08 16.1 32.2 ContCore I2 37.56 -0.02 16.4 34.7
AdvLCGrwA 26.26 -0.02 20.5 30.7 Equity Div 20.62 -0.01 6.7 17.5
GrowthA 122.06 NA NA NA Ultra 95.61 0.57 20.9 29.0 TSSmCpGrFd N n 16.37 NA NA NA Calvert Investments: DivIncA 32.46 -0.11 7.7 23.5 DivIncom 33.10 -0.11 7.8 24.6
AdvLgCapCore 21.96 -0.09 16.1 28.4 BNY Mellon Funds:
HighIncomeA 6.87 NA NA NA Value 8.00 0.00 2.9 18.3 YachtmanFocFd I 21.05 NA NA NA DivOpptyA 37.06 0.03 7.0 19.7 MidCapIndx 15.11 0.00 6.1 13.2
BalCapFd 26.77 0.04 8.7 14.2 ActMidA 58.41 -0.43 4.8 13.5 Bal A 43.74 -0.24 12.1 16.9
LgCpGrA 99.01 NA NA NA American Century Ins: YacktFocFd N n 21.12 NA NA NA EqValA 12.29 -0.03 7.3 16.5 SelComunInfo 153.30 0.12 16.5 31.7
BasicVal 19.14 -0.01 6.3 21.7 AMTMunBd 13.33 -0.04 0.6 -3.1 Eq A 80.79 -0.92 5.4 17.7
MuCA A 10.52 NA NA NA YacktmanFd I 24.51 NA NA NA FocEqA 16.05 0.00 16.3 13.7 SmCapIndx 24.08 0.28 -0.8 -1.4
Avantis US Eq 17.30 0.04 11.0 25.0 CAInsMuni 12.03 -0.05 1.9 -1.2 AMTMunBdZ n 13.35 -0.03 0.8 -2.5 LCCoreReIdxA 46.29 -0.03 14.0 24.9
NtlMuA 9.67 NA NA NA Angel Oak Funds Trst: GlobEq 19.57 -0.07 16.3 12.5 Columbia Class I3:
Avantis US SCV 16.48 0.25 1.3 25.4 CapAppr 39.03 -0.13 22.4 20.4 Aprec n 43.97 0.00 10.7 22.2 Carillon Eagle:
RelatValA 6.63 -0.02 8.7 23.9 AglOkMtiStFdClIn 8.54 NA NA NA GlobTech 76.27 0.12 16.5 31.3
CAIntTf 11.16 -0.03 0.3 -1.3 EqtyDivd 20.31 -0.01 6.9 18.8 AssetAllocM 13.37 -0.03 7.6 9.2 MdCpGrA 73.26 -0.28 3.9 -5.2 Balanced I3 53.05 -0.12 9.9 16.7
SmCpGroA 57.09 0.52 6.5 -22.3 AQR Funds: HiYldBd 10.79 -0.01 2.4 3.8
American Century Inv: GlblAlloc 19.43 0.04 6.3 0.0 CA AMTMuBdZ n 13.50 -0.03 0.4 -3.9 Carillon Reams: Bond I3 29.12 -0.20 0.3 -9.3
SmMdCpGrA 10.74 0.05 7.2 -16.2 DAFR6 12.03 0.07 1.2 2.0 IncmBldr 11.29 -0.07 0.7 -3.4
Balanced n 19.18 -0.06 7.8 10.9 HlthScOp 71.58 0.08 9.4 10.5 Dr500In n 58.71 -0.04 15.0 31.4 CoreBd I 10.64 -0.08 -0.5 -8.9 ContCore I3 37.61 -0.01 16.5 35.0
SustGlblThemGrA154.11 -1.08 5.7 -0.9 DivArbI 12.03 0.07 1.2 1.7 LgCpGrowA 69.48 -0.01 21.9 29.9
CaHYMu n 9.80 -0.02 1.8 -3.5 iSMSCIIntldx n 15.89 0.04 5.4 7.6 Dreyf n 19.44 -0.01 20.5 45.6 CorePlBd I 29.37 -0.22 -0.4 -6.6 DivIncom 33.16 -0.11 7.9 24.8
DivStr I 12.61 -0.02 12.4 43.2 LgCpIdx n 57.96 -0.04 15.0 31.7
AB Funds - ADV: SmCpVal II 15.74 0.18 2.3 6.9
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

CAIntTF n 11.16 -0.02 0.2 -1.9 LgCp Focus Gr 7.53 -0.03 21.5 20.3 DreyMid r Inv n 29.84 0.00 5.9 12.3 UnconstrndBd I 12.22 -0.04 1.8 4.1 LgCpVl A 16.54 0.01 8.6 20.3
BdFdTxAwFxInOpp 10.58 NA NA NA DiscCoreVal n 34.89 -0.09 7.3 8.3 IntlMultiStyle R 13.86 0.12 7.6 11.9 MdCpGrA 33.19 -0.24 1.6 -15.6 Commerce Funds:
FloRtIncY 11.12 0.01 4.6 19.0 Carillon Scout: LiGoBalA 11.69 -0.24 8.6 7.6
CAPtf 10.52 NA NA NA DivBnd n 9.07 -0.07 -0.7 -9.5 LgCapDefStyle I 23.92 -0.14 8.8 14.2 MultiAstIncome 10.01 -0.02 3.2 2.3 GlbStkI 22.31 -0.25 6.9 13.6 MidCap I 24.09 0.00 10.5 6.4 MdCpIndxA n 14.67 0.00 6.0 12.5 Bond n 17.59 -0.09 0.1 -6.8
ConGroAdv 56.24 -0.75 6.7 8.4 EqGro n 31.19 -0.01 15.4 21.7 LgCapDefStyle R 23.88 -0.14 8.9 14.4 NatlMuni 10.11 -0.02 0.6 -4.2 GlFxIncI 20.11 NA NA NA CausewayInst : MidCapGthA 23.23 -0.05 7.3 -6.1 Community Capital Tr:
GlbBd 6.84 NA NA NA EqInc n 8.65 -0.04 4.1 11.3 LgCpMultiStyle R 19.65 -0.04 15.1 35.1 NYMUNIOPP 10.69 -0.06 1.7 0.0 HYldI 5.32 -0.01 2.9 3.8 CausewayInst 20.34 0.01 4.0 22.2 SelgComuInfoA 130.02 0.09 16.3 30.6 CRAQualInvFd 9.31 -0.06 0.0 -7.4
HiIncmAdv 6.88 NA NA NA FocGlGrwth n 11.94 -0.06 11.7 2.9 LngShrtEq I 15.86 0.09 20.2 96.7 ScTechOppA 64.41 -0.02 26.4 7.8 InstS&PStkIdx I 59.93 -0.04 15.2 32.5 CausewayInv n: SelMidCpValA 13.60 0.00 6.6 18.4 Congress:
IntlSmCapPtADV 11.94 NA NA NA FocLgCapVal n 10.20 -0.07 3.9 18.3 MgdFutStrI 9.02 -0.03 10.3 47.6 StratMuniOpp 10.67 -0.08 2.8 -3.7 IntlStkI 25.01 -0.08 5.2 1.1 CausewayInv n 20.17 0.01 3.9 21.3 SmCpIdxA n 23.02 0.28 -0.9 -2.1 SmCapGw Inst 42.07 0.36 8.4 9.4
IntlStraEquPtADV 13.19 0.09 14.3 7.9 FocusDynamGrowth n 60.57 0.94 25.1 5.1 RskBalComF I 8.79 -0.04 6.0 41.8 StrtIncOpptyInvA 9.37 -0.02 1.6 1.8 IntlStkY 24.69 -0.08 5.2 1.2 CIBC Atlas: StratIncA 21.52 -0.17 1.2 -1.8 Credit Suisse Common:
IntlStrgCore 14.37 NA NA NA GlGold n 11.90 -0.04 12.0 0.7 StylePremAlt I 8.31 -0.06 21.5 91.6 TotRet 9.78 -0.08 -0.4 -10.0 ResrchGrA 19.43 0.05 18.8 18.9 TaxEA 11.86 -0.04 1.6 -4.3 ComdtyRet 23.13 -0.15 5.2 19.5
LgCpGrAdv 111.88 NA NA NA Grwth n 57.87 0.08 19.1 30.9 StylePremAlt R 8.36 -0.06 21.5 92.0 BlackRock Funds C: DispEq Inst 31.25 0.00 12.6 22.2
ResrchGrZ n 20.30 0.05 18.9 19.6 TechA 83.19 -0.22 25.1 39.3 CrossingBridge:
MuniBdInfl 10.78 NA NA NA Heritage n 24.20 -0.03 10.6 -2.7 TMEmgMultStyle R 10.67 0.02 11.6 -9.5 ClearBridge:
MultiAstIncome 10.00 -0.01 3.0 0.0 SmCpStk r Inv n 25.67 0.30 -0.9 -2.2 TotReBdA 29.85 -0.21 -0.3 -12.0
NationalPtf 9.67 NA NA NA InfAdjBd n 10.43 -0.03 0.7 -4.9 ArbitrageI : AggressGrowthA110.75 0.44 6.0 -5.9 LwDurHYld Inst 9.72 NA NA NA
BlackRock Funds III: SmMidCpGrI 26.06 0.11 -0.9 -28.6 Columbia Class Adv:
SelectUSLgShrt 15.03 NA NA NA Intl Gr n 12.62 -0.01 4.5 -11.5 ArbitrageI 13.23 0.08 0.2 4.3 AllCapValueA 14.62 -0.04 10.3 20.9 Cullen Funds:
iShS&P500IdxK639.58 -2.65 15.3 33.2 StratValA 44.32 0.05 7.9 37.6 Balanced 53.04 -0.12 9.8 16.4
SmCapCorePortADV 12.76 0.14 0.6 3.7 IntTF n 10.73 -0.03 0.2 -2.3 Ariel Investments: AppreciationA 35.30 -0.08 14.6 30.9 EmrgMktHighDiv I 13.01 -0.15 10.5 18.0
iShUSAggBdIdxK 8.89 -0.07 -0.6 -8.6 StrgVal I 44.66 0.05 8.0 38.6 ContCore 37.59 -0.02 16.4 34.5
SmMdCpGr 12.17 0.07 7.3 -15.6 MdCapVal n 15.56 -0.06 0.8 12.3 ApprecInv n 38.06 -0.31 -2.8 -1.6 AppreciationI 35.02 -0.07 14.7 32.0 HiDivEqI 14.13 -0.08 5.4 13.3
BlackRock Funds Inst: WWGrA 73.57 -0.17 8.4 17.1 DivIncom 33.14 -0.11 7.8 24.4
SmMidCpValAdv 22.75 -0.02 2.5 7.8 OneChAgg n 15.81 -0.01 7.0 5.6 Ariel Inv n 68.58 0.31 0.4 -2.0 AppreciationIS 35.18 -0.07 14.8 32.3
AdvIntl Inst 19.34 0.17 7.2 12.7 BNY Mellon Funds Tru: SelLCVal 35.25 0.01 8.9 19.3 D
SustGlbThemAdv167.53 -1.17 5.9 -0.2 OneChCon n 12.86 -0.10 3.7 1.7 Aristotle: DividendStrat1 n 29.44 -0.45 7.3 26.4
AdvLCGrwInst 27.96 -0.02 20.6 31.8 BondFd 10.80 -0.10 -0.6 -9.5 Columbia Class C:
SutblIntlThemat 19.96 -0.15 1.4 -13.1 OneChMod n 14.89 -0.08 5.6 3.2 Invest Mgr Ser T n 13.55 NA NA NA DividendStratA 29.42 -0.43 7.1 25.3
AdvLgCapCore 23.26 -0.09 16.2 29.4 IntmBdFd 11.79 -0.04 1.0 -1.5 Balanced 52.26 -0.13 9.3 13.0 Davenport:
TxMgdWlthAppAdv 21.93 NA NA NA OneChoice2025 n 13.97 -0.03 3.8 2.9 Aristotle Fd Series: DividendStratI 30.59 -0.46 7.2 26.4
BalCapFd 26.94 0.04 8.8 15.0 MCMultiStrM 16.71 -0.04 4.0 3.6 LargeCapGrowthA60.47 0.13 17.7 24.3 DivInc 31.29 -0.12 7.3 20.7 Davenport Core n 34.59 0.11 12.5 27.6
WlthApprStr 21.25 NA NA NA OneChoice2035 n 16.02 -0.03 4.6 3.0
PortOptModAggClA p 12.15 NA NA NA BasicVal 19.68 -0.01 6.4 22.7 NtlIntmMuni 12.90 -0.03 -0.2 -2.1 Columbia Class I: EqOpp n 22.72 -0.11 1.2 10.4
AB Funds - C: OneChoice2045 n 17.50 -0.02 5.8 3.7 LargeCapGrowthI72.00 0.16 17.9 25.4
Aristotle Value: CAInsMun 12.04 -0.05 2.0 -0.4 Boston Trust Walden: Acorn I 11.26 0.03 3.0 -16.6 Val&Incm n 18.49 0.00 6.4 8.0
LgCpGrC 63.81 NA NA NA OneChoiceRet n 12.30 -0.09 3.7 3.3 LargeCapValueA 41.98 -0.27 3.7 19.4
Equity Fund n 21.37 NA NA NA CapAppr 44.79 -0.16 22.5 21.3 BostonBalanced 62.18 -0.54 5.7 13.5 LargeCapValueI 41.88 -0.30 3.9 20.1 AcornIntl I 25.05 -0.02 1.3 -16.8 Davis Funds A:
AB Funds - I: Select n 118.29 0.60 18.1 30.2
Artisan Funds: EmgMkts 25.04 0.04 3.3 -23.1 BrandesInstIE I : MidCapA 33.31 -0.15 -0.3 -6.3 AltBeta I 29.83 -0.06 6.0 5.2 Fincl A 56.81 0.30 10.7 20.8
SmCapGrowth n 19.82 0.27 6.2 -9.3
GlbBd 6.84 NA NA NA GblOppInst 35.70 -0.02 12.3 2.6 EqtyDivd 20.42 -0.01 7.0 19.6 Balanced I 52.37 -0.12 9.8 16.4
SmCpVal n 10.33 0.12 0.1 3.0 BrandesInstIE I 21.24 NA NA NA SmallCapGrowthA34.68 0.50 -2.2 -25.6 NYVen A 27.90 0.18 13.4 14.0
LgCpGroI 111.01 NA NA NA GblOppInv n 34.65 -0.03 12.1 1.9 FloRateIncPorIns 9.68 0.00 3.9 18.1 ConSec I 20.49 0.18 2.1 -9.6 Davis Funds C & Y:
Sustain Equity n 53.60 -0.03 13.7 28.0 Bridgeway Funds: SmallCapGrowthIS 39.75 0.58 -2.0 -24.7
SmCpGroI 65.65 0.60 6.7 -21.6 Intl Inv n 29.03 0.12 8.2 1.4 LgCpFocusGwth 8.46 -0.03 21.7 21.3 ContCore I 36.59 -0.01 16.4 34.5
Ultra n 89.97 0.53 20.7 28.2 SmCpVal n 36.90 NA NA NA SmallCapGrowthI38.84 0.57 -2.0 -24.9 NYVenY 29.12 0.19 13.5 14.8
Aberdeen Fds: IntlInst 29.19 0.12 8.4 2.2 GlblAlloc 19.62 0.04 6.4 0.8 CorpIncm I 8.99 -0.06 0.0 -6.9
Value n 7.98 0.00 2.9 17.8 Brown Advisory Funds: SmallCapI 65.46 0.78 -1.9 -9.9 Del Invest Instl:
EmMktEqty Inst 13.73 0.04 4.6 -26.8 IntlVal Inst 48.72 -0.29 6.0 23.0 GlDnymcEq 14.46 -0.14 11.3 24.7 Clipper: DivIncom I 32.49 -0.10 7.8 24.5
American Century R6: CorpBdI 15.11 -0.10 0.0 -10.2
UltStMuniIncInst 10.03 0.00 1.9 6.9 IntlVal Inv n 48.53 -0.30 5.9 22.2 GlobLg/ShrtCrIns 9.25 0.00 4.0 4.2 EmrgMktFdInstlSh 11.78 0.02 9.2 -3.5 DivOppty 37.33 0.04 7.1 20.6
AmCentUltraFdR6 96.65 0.58 20.9 29.5 ClipperFd n 142.05 1.41 14.6 19.4 Value 17.19 -0.09 3.2 10.9
Advisers Inv Trst: MidCapInst 43.34 0.21 4.2 -16.7 HiEqInc 28.39 -0.08 5.4 20.1 GrowEqInv n 29.18 0.15 10.2 2.9 EmgMkt 13.25 -0.03 6.0 -34.0
EqInc 8.68 -0.03 4.4 12.6 Cohen & Steers: Delaware Invest A:
Balanced n 91.40 -0.16 9.8 21.2 MidCapInv n 36.20 0.17 4.1 -17.3 HlthScOp 76.66 0.09 9.6 11.3 GrwthEquityInst 29.96 0.16 10.3 3.4 FlexCap 13.21 0.01 3.6 4.4
Growth 60.11 0.09 19.4 32.3 HYMuni 9.18 -0.06 4.9 -3.1 SmallCapFndInst30.30 0.48 2.9 15.9 GblInfrI 22.24 -0.26 4.0 7.8 Diver Inc 7.52 -0.06 -0.5 -9.1
Growth n 120.30 -0.23 14.0 33.2 SmCpInv n 33.70 0.22 4.6 -27.1 GlbTechGw I 87.90 -0.22 25.3 40.4
InfAdjBd PACH R6 10.41 -0.03 0.8 -4.2 Interntnl 20.01 0.05 2.0 -12.1 SmCapGrInv n 22.59 0.25 -0.1 -12.2 GlbRltyI 50.22 -0.33 -2.0 -12.2 GroInA 15.31 -0.12 9.4 34.7
Muni n 8.07 -0.02 -0.5 -1.8 Ave Maria Funds: GlobTech 79.24 0.14 16.7 32.3
MdCapVal 15.58 -0.05 1.0 13.5 IntlDvd 36.61 0.06 6.0 13.5 BrownSmCoInv n: InstlRlty 45.78 0.17 0.2 -1.1 LtdTrmDivA 7.80 0.00 1.6 1.7
AdvisorsInnerCir: Bond n 11.88 -0.02 2.3 4.4 LgCapGr 9.06 -0.06 11.6 3.2
OCP2030 11.10 -0.02 4.3 4.0 iShMSCIIntldx 16.03 0.05 5.5 8.4 IntlRltyI 8.31 -0.16 -6.8 -28.0 Ntl HYlA 10.28 -0.02 3.8 -2.0
Growth n 47.42 -0.43 6.1 12.1 BrownSmCoInv n 65.53 0.53 -6.2 -33.1 LgCpGrow I 74.49 -0.01 22.1 30.9
LSVValEq 26.78 0.00 7.2 18.4 OCP2035 10.23 -0.02 4.8 4.1 PrefSecIncmA 12.01 -0.04 5.0 -2.1 OppA 33.01 -0.19 3.8 14.5
MdCpDvd 23.49 -0.10 4.5 17.6 Buffalo Funds: LgCpIdx I 58.60 -0.04 15.2 32.7
Akre Funds: SmCapGrowth 21.33 0.28 6.3 -8.4 RisingDivd n 22.44 -0.27 6.6 23.3 PrefSecIncnI 12.04 -0.04 5.1 -1.3
MdCpGrEq 39.18 -0.28 1.7 -14.9 MdCpIdx I 14.56 0.00 6.1 13.3 SmCpValA 67.13 0.44 3.1 6.7
AkreFocusInst 63.43 -0.33 6.1 14.5 SmCpVal 10.47 0.12 0.3 4.2 DiscFd n 24.08 -0.03 0.4 -8.7 RltyIncA 15.36 0.06 0.6 -3.0
B MultiAstIncome 10.02 -0.02 3.4 3.0 MidCapGth I 26.70 -0.06 7.4 -5.4 TxUSA 10.62 -0.06 1.5 -4.4
AkreFocusRtl 60.82 -0.32 6.0 13.6 American Century Y: SmCap n 14.02 0.20 -0.7 -34.2 RltyIncI 16.50 0.06 0.7 -2.3
NatlMuni 10.10 -0.02 0.6 -3.5 SelComunInfo 152.02 0.12 16.4 31.6 WealthBuilder p 14.86 -0.08 6.3 16.5
Alger Funds A: EqInc 8.68 -0.04 4.3 12.6 Baird Funds: NYMUNIOPP 10.68 -0.06 1.8 0.7 RltyShs n 62.58 0.25 0.1 -1.5 Deutsche DWS:
C SelLCVal 34.65 0.01 8.9 19.3
CapApr 32.55 -0.09 28.8 22.1 IntTF 10.73 -0.03 0.4 -1.6 AggBdInst 9.66 -0.09 -0.2 -7.8 ScTechOppInst 71.10 -0.01 26.6 8.6 Colorado BondShares: SelMdCpVal I p 13.65 0.00 6.7 19.2 CapGrth 120.70 -0.23 16.9 21.6
SpectraN 26.28 -0.10 28.3 12.6 American Funds Cl A: CorBdInst 9.99 -0.09 0.1 -6.6 StratIncOpptyIns 9.38 -0.02 1.8 2.7 Calamos Funds: ColoradoBdShs 8.87 -0.01 3.6 8.2 SmCapGth I 25.24 0.38 10.0 -21.8 CapGrth n 123.91 -0.24 17.1 22.5
Alger Funds I: 2010TarRetA 11.70 -0.03 3.4 5.0 IntBdInst 10.22 -0.05 0.9 -3.0 StratMuniOppI 10.67 -0.09 2.9 -3.1 ConvI 17.51 0.19 3.4 -8.7 Columbia Class A: SmCapVal I 47.69 -1.26 -0.8 11.9 CoreEq 34.72 -0.14 14.0 31.4
 46 BARRON’S July 1, 2024

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.
CoreEq n 35.27 -0.15 14.2 32.4 DivBldrA 15.75 -0.08 6.9 18.6 FidFreedoK 13.05 0.00 10.3 12.0 Fidelity Advisor Fun: Freedom2015 K6 11.42 -0.04 4.0 0.7 GrowCoK 40.42 0.12 26.0 30.4 Muni Inc 9.86 -0.03 0.3 -2.4 Growth Adv 141.88 -0.41 14.7 20.5
EqDivA 54.12 0.17 5.2 18.5 FloatRt 8.66 -0.01 3.6 14.5 FidSAI 8.93 -0.02 3.5 3.7 BalFdZ 29.69 -0.07 10.2 16.9 Freedom2020 K 14.50 -0.04 4.8 1.3 GrowDiscK 66.47 0.24 23.2 36.8 SAIEmgMktLoVolIx 11.37 0.08 3.9 4.5 HY TF Adv 8.97 -0.02 3.9 -3.8
GblIncBldA 9.82 0.00 6.3 5.5 FltgRtAdvg 10.01 -0.01 4.0 16.8 FidSAIEmerg 13.65 0.05 12.5 4.0 EqGrClZ 24.75 0.10 23.1 36.8 Freedom2020K6 14.43 -0.04 4.9 1.7 GrowIncK 61.52 -0.01 14.0 36.2 SAIInflaFocFd 91.56 -0.02 8.6 13.4 IncomeAdv 2.32 0.00 3.4 12.8
GblGrwS n 39.78 -0.13 7.6 -11.0 GblTxMgDivInc 17.26 -0.04 10.5 21.0 FidSAIIntern 12.88 -0.02 4.5 7.1 InterDiscZ 49.67 0.09 12.5 -1.1 Freedom2025 K 13.69 -0.04 5.6 2.5 GrStrt n 62.60 -1.01 10.9 7.4 ShortTermBd 9.61 -0.01 1.6 2.6 NY TF Adv 9.97 -0.03 0.5 -4.6
GNMA S n 11.51 -0.04 -1.3 -9.2 Inc Bos 5.14 0.00 2.9 7.7 FidSer5 7.63 -0.05 -0.3 NS IntlGrwZ 20.34 -0.17 6.4 3.8 Freedom2025K6 13.65 -0.04 5.7 3.0 GwthDiscovery n 66.33 0.24 23.2 36.5 TotalBd 8.90 -0.06 0.3 -5.4 RisDv Adv 93.17 -1.15 5.8 20.4
HiIncA 4.34 0.00 2.4 5.1 LgCpVal 25.18 -0.11 6.9 20.1 FidSer0-5 9.68 0.01 2.3 NS Semiconductors I 95.92 -1.27 45.6 114.5 Freedom2030 K 17.53 -0.04 6.4 4.4 HighInc n 7.69 -0.01 3.5 2.8 TxFreeBd 10.03 -0.02 0.3 -1.7 SmCpValAdv 58.61 0.47 1.6 7.6
MgdMuniA 8.12 -0.02 1.0 -4.2 NatlMuniInc 9.27 -0.03 0.7 -2.2 FIDSerEmgMkt 9.21 0.02 8.9 -18.4 fedadvcons 10.06 0.00 2.6 NS Freedom2030K6 17.47 -0.04 6.5 4.9 IntBd n 10.00 -0.03 0.7 -3.5 U.S.TreBdIdx 8.65 -0.05 -0.7 -9.4 SmMCpGrAv 42.75 0.07 2.7 -13.8
MgdMuniS n 8.14 -0.01 1.2 -3.4 ShDurGovIncFd 7.22 -0.01 1.5 0.9 FidSerInt 8.55 -0.04 -1.0 NS Fidelity Advisor I: Freedom2035 K 15.58 -0.02 7.9 7.4 IntGov n 9.62 -0.03 0.2 -5.5 USMomentumIdx 16.65 -0.02 25.2 31.9 Utils Adv 21.20 -0.04 10.2 20.0
S&P500S n 46.57 -0.03 15.1 32.2 ShDurStratIncFd 6.58 NA NA NA FidSerToMarket 17.79 0.01 13.6 25.8 BalancI 29.68 -0.06 10.1 16.4 Freedom2035K6 15.53 -0.02 8.0 7.9 IntlCapiApp K6 16.56 0.00 8.2 7.0 USValueIndex 11.79 0.07 9.3 27.8 FrankTemp/Franklin A:
TechA 39.34 0.06 28.0 35.4 TMEAA 34.44 NA NA NA FIDSerTresIndxFd 9.93 0.00 2.5 9.2 BiotechI 32.74 0.82 9.6 10.8 Freedom2040 K 11.45 0.00 9.6 10.8 IntlDisc n 49.92 0.09 12.5 -1.4 Fidelity Selects: BAL A 12.39 -0.10 1.9 6.9
Diamond Hill Funds: TMG1.0 n 2467.30 4.22 17.1 31.4 FIDZroExtMktIx n 12.53 0.08 2.3 0.5 ConsvIncmMuni I n 10.03 0.00 1.5 5.5 Freedom2040K6 11.41 0.00 9.8 11.4 IntlGrRet n 20.35 -0.18 6.3 3.4 Biotech n 19.38 0.41 9.1 -8.5 BalInv 34.41 -0.23 1.2 7.9
AllCapSelectI 23.98 -0.05 6.9 25.3 TMG1.1 111.10 0.20 17.0 30.4 FIDZroLgCpIx n 19.42 0.00 15.3 31.3 DivIntl 27.44 0.06 8.4 1.9 Freedom2045 K 13.28 0.00 10.3 12.1 IntlScOpps n 19.90 -0.20 -0.4 -9.6 Broker n 145.99 0.37 8.4 28.5 BioDis A 138.97 0.85 9.4 -2.9
LgCapI 33.80 -0.10 6.3 14.2 TMG1.2 49.94 0.08 16.9 29.8 Flex 500 Index 23.37 -0.01 15.3 33.4 EmgMktDiscovery 16.76 0.09 1.8 0.2 Freedom2045K6 13.24 0.01 10.5 12.6 IntlSmCap n 32.25 0.05 2.8 3.2 Chem n 14.57 -0.25 -0.6 9.5 CoreAll A 22.73 -0.07 11.0 13.7
LgCapY 33.84 -0.11 6.3 14.6 TxManVal 40.27 -0.23 10.4 19.8 FlexCsvtIncBnd 10.02 0.00 2.6 10.3 EqGrI 24.37 0.10 23.0 36.3 Freedom2050 K 13.45 0.00 10.3 12.0 IntlVal n 10.55 0.12 7.4 21.7 Comp n 109.93 0.57 16.7 24.2 CvtSc A 21.43 0.01 3.9 -3.3
LongShortI 29.68 -0.10 10.2 19.5 WW Hlth Science 14.39 0.04 10.1 17.1 FlexIntIdx 13.34 0.04 5.8 0.8 FAEmgMktI 31.24 0.08 9.5 -14.8 Freedom2050K6 13.43 0.00 10.4 12.6 IntMu n 10.04 -0.03 -0.2 -1.1 ConDis n 60.89 -0.44 5.1 3.6 DynaTech A 164.27 0.67 22.8 7.1
SmMidCapI 25.66 0.03 0.7 4.9 Eaton Vance Class I: FlexMidCapIdx 17.22 -0.09 4.9 7.2 FAEnergyI 50.72 1.55 12.1 99.8 Freedom2055 K 15.58 0.01 10.4 12.1 InvGB n 7.09 -0.06 -0.3 -7.8 ConStap n 93.43 -0.75 2.5 12.9 EqIn A 31.84 -0.05 9.8 23.2
Dimensional Fds: AtlCpSMID 40.26 -0.26 6.3 18.5 FlexMuniInc 9.79 -0.03 0.6 -0.9 FAIntDiscI 49.72 0.09 12.5 -1.5 Freedom2055K6 15.56 0.01 10.5 12.6 InvGrBd 9.88 -0.08 -0.1 -6.3 CstHou n 112.10 -2.49 5.4 32.8 FlRtDA A 7.74 0.00 4.4 21.0
FloatRtHiInc 8.28 NA NA NA FlexUSBdIdx 8.97 -0.06 -0.6 -8.7 FAInvGrdI 7.10 -0.05 -0.3 -7.9 Freedom2060 n 14.27 0.01 10.2 11.7 JpnSmCo n 15.75 0.31 4.5 0.3 DfAero n 17.57 -0.25 5.6 22.0 FoundFAlA 15.16 -0.05 9.0 13.3
2TGlFxd 9.91 -0.02 2.7 4.5
FltgRt 8.38 0.00 3.8 15.5 Freedom2060K 14.27 0.00 10.3 12.1 FF2030 14.41 -0.03 6.2 3.3 Idx2010InsPre 12.92 -0.03 2.9 0.2 LargeCap n 51.30 0.12 16.8 39.7 Energy n 62.22 1.90 12.1 100.6 GoldPrM A 18.66 -0.20 12.1 -10.7
5GlbFxdInc 10.14 -0.08 2.7 -0.5
GblMacAbR 8.38 -0.03 4.9 12.3 FreeInd2065Prem 14.25 0.00 9.1 11.5 FF2040 16.67 0.00 9.3 9.2 Idx2015InsPre 14.36 -0.04 3.5 0.8 LevCoSt n 40.56 -0.36 16.3 20.6 Envi&AltEngy n 35.95 -0.23 9.1 17.0 GrOp A 50.89 0.20 18.9 8.6
CAIntrTrmMuniBd 10.25 -0.02 -0.5 -0.9
IncBos 5.14 -0.01 3.0 8.5 GlexUSIdxInstPre n 14.89 0.05 5.8 0.8 FltRatel 9.26 0.00 3.8 18.6 Idx2020InsPre 15.91 -0.04 4.3 1.5 LmtTrmMuniIncm n 10.30 -0.01 0.4 -0.4 Gold n 23.80 -0.23 7.6 -12.3 Growth A 140.48 -0.41 14.5 19.5
CASTMuniBd 10.18 -0.02 1.3 3.1
LgCpVal 25.31 -0.11 7.0 21.0 GrowthCompanyK6 28.35 0.09 26.3 31.0 GrOppI 177.18 0.23 24.5 9.9 Idx2025InsPre 18.55 -0.05 5.0 2.7 LowP n 46.81 -0.04 6.2 19.3 Health n 29.01 0.20 4.2 -3.9 LwDuToRt A 8.87 0.00 1.7 2.4
Cont 30.38 -0.81 2.4 -1.3
NatlMuniInc 9.27 -0.03 0.8 -1.4 InflPrBdIndInsPr n 9.11 -0.02 0.9 -3.9 HiIncAdvI 10.81 -0.03 5.5 10.1 Idx2030InsPre 19.95 -0.04 5.7 4.4 LowPriStkK 46.75 -0.03 6.3 19.6 HlthCareSrvPt r n 121.99 -0.25 -5.0 2.4 RisDv A 93.24 -1.16 5.7 19.5
DFARlEst 38.25 0.25 -1.6 -5.1
Eaton Vance Funds: IntDiscoveryK6 13.79 0.02 12.6 -1.1 HthCarI 69.41 0.43 4.0 -4.1 Idx2035InsPre 22.93 -0.03 6.9 7.2 LowPriStkK6 16.00 -0.01 6.3 20.8 Ind n 38.34 -0.11 12.2 36.4 SmCpGr A 21.21 0.16 3.0 -16.2
EmgMkt 29.43 -0.12 7.7 -6.1
InterBondIndexCL n 9.14 -0.02 0.4 -3.9 IntlGr 20.30 -0.17 6.3 3.4 Idx2040InsPre 24.04 -0.01 8.4 10.4 LtdTmBdFd n 11.22 -0.01 1.7 1.0 Insur n 85.06 -1.16 14.7 56.5 SmCpVal A 54.53 0.43 1.4 6.8
EmgMktSoCoEq 14.95 -0.10 7.7 -6.1 ParTxMgdEmgMktIn 41.20 -0.01 4.2 -4.0
IntlIdxInstPrem n 49.77 0.13 5.5 8.4 IntlSmCp 32.48 0.05 2.8 3.3 Idx2045InsPre 25.25 0.01 9.1 11.5 MagellanK 14.64 -0.08 22.7 33.4 ITSvs n 56.17 -0.84 -4.2 -21.8 SmMCpGrA 36.01 0.06 2.5 -14.4
EmgMktVa 31.70 -0.13 8.7 9.2 Edgewood Growth Instituti:
IntlIndex n 11.69 0.05 5.6 1.4 LmtdTrmBdFd 11.22 -0.01 1.7 0.9 Idx2050InsPre 25.29 0.01 9.1 11.5 Magin n 14.65 -0.08 22.6 33.1 Leisr n 19.36 0.00 6.8 30.2 StrInc A 8.22 -0.05 1.2 -1.5
EmMktCorEq 24.03 -0.15 8.1 -1.7 EdgewoodGrInst50.85 0.01 16.3 -0.1
IntlSusIdxFd n 12.46 0.04 6.5 -2.8 MultiAssetInc 13.88 -0.08 6.0 7.4 Idx2055InsPre 20.81 0.00 9.1 11.5 MAMun n 11.35 -0.02 0.1 -3.3 Mat n 96.89 -1.56 3.3 12.9 TgtCon A 13.84 NA NA NA
EmMktSmCp 23.98 -0.20 5.7 1.0
F IntrTresBdIxPrem n 9.53 -0.06 -0.9 -10.2 MuniIncI 10.06 -0.03 -0.2 -1.3 Idx2055Investor20.80 0.00 9.0 11.3 Manager40 n 12.85 -0.02 4.2 3.0 MdTchDevis n 62.74 -0.67 3.3 -15.4
Fixd 10.24 -0.03 2.8 6.4 TtlRtn A 8.19 -0.06 -0.2 -10.2
LgCpGwId InstPre n 35.60 0.07 20.7 37.9 MuniIncome 12.20 -0.04 0.3 -3.2 Idx2015 Premier 14.36 -0.04 3.6 0.9 Manager60 n 15.48 0.01 6.0 5.4 Multimedia n 103.06 1.52 20.4 10.1
GblAll60 40Inst 21.31 -0.12 6.6 11.3 FrankTemp/Franklin C:
Fairholme: LgCpVlIdxIstPrem n 17.19 -0.09 6.6 17.6 NwInsghtI 42.24 0.19 24.9 34.2 Idx2020 Premier 15.90 -0.05 4.3 1.6 McpVl n 30.43 -0.07 5.1 26.2 NatRec n 46.56 1.18 14.4 81.1
GlAll25 75Inst 14.11 -0.12 4.1 5.9 DynaTech C 130.63 0.52 22.4 4.7
Fairholme n 34.08 0.71 -5.8 24.5 LTTrsBdIdxInstPr n 9.49 -0.21 -4.7 -28.0 REIncmInst 11.71 0.01 2.6 1.0 Idx2025 Premier 18.54 -0.05 5.0 2.7 MegaCpStk n 24.63 0.06 17.6 42.8 Pharm n 29.63 -0.16 26.6 45.1
GlEqInst 33.18 -0.14 9.7 19.7 Income C 2.39 0.00 3.4 10.3
FAM Dividend Focus: MidCapK6 15.12 -0.06 4.0 16.7 SmallCapI 34.76 0.30 6.5 9.7 Idx2030 Premier 19.94 -0.04 5.7 4.4 MidCap n 39.82 -0.02 3.9 16.1 Retail n 19.54 -0.26 11.3 2.1
GlRESec 9.98 0.07 -2.8 -10.4 RisDv C 91.01 -1.14 5.3 16.9
MidCpGrwthIndx n 28.70 -0.06 6.0 -0.5 SmCapGrwI 31.42 0.27 11.3 -0.9 Idx2035 Premier 22.92 -0.04 6.9 7.2 MidCapStkK 39.88 -0.02 3.9 16.4 Semiconductors r n 35.29 -0.44 45.5 117.8
InfProtSec 10.79 -0.18 1.0 -3.9 FAMDivFocFd n 57.20 -0.93 7.4 23.3 FrankTemp/Franklin R:
MidCpInxInstPrem n 31.43 -0.07 5.0 7.2 StkSelMC 43.32 0.07 4.6 10.0 Idx2040 Premier24.03 -0.01 8.5 10.5 MIMun n 11.47 -0.03 0.3 -3.2 Softwr n 27.36 0.62 0.8 13.1
IntGvFxdInc 10.83 -0.13 -0.7 -9.9 FAM Value: FrkDynTchR6 174.49 0.72 23.0 8.2
MidCpValIndex n 26.28 -0.05 4.5 11.2 StkSelSCp 36.05 0.33 7.3 12.5 Idx2045 Premier25.24 0.00 9.0 11.6 MNMun n 11.00 -0.03 -0.2 -2.7 Tech n 35.54 0.11 24.7 38.1
IntlCoreEq 15.72 -0.15 4.2 7.1 FAMValue n 96.49 -0.77 5.8 15.1 FrkGrthR6 141.78 -0.41 14.7 20.7
NewMkt I 12.52 -0.05 3.4 -1.3 StrInI 11.45 -0.05 2.5 1.0 Idx2050 Premier 25.28 0.00 9.0 11.5 MuniInc n 12.21 -0.03 0.3 -3.0 Trans n 108.08 1.69 4.0 22.7
IntlREst 3.50 -0.03 -6.2 -20.7 Federated Hermes: FrkIncR6 2.33 0.00 3.4 12.9
OTCK6Port 25.12 0.05 24.9 31.5 Total Bd 9.39 -0.06 0.1 -6.1 Idx 2055 Premier20.80 0.00 9.0 11.5 NASDAQ n 225.42 0.58 18.5 26.0 UtilGr n 108.31 -1.50 11.5 31.1
IntlSustCore1 12.62 -0.13 4.5 2.7 FdIntlGrIS 14.79 0.07 9.2 -18.4 FrkRisDivR6 93.16 -1.15 5.9 20.7
PuritanK6 15.77 -0.07 12.3 19.7 ValStraI 51.89 -0.24 2.6 22.7 Idx 2060 Premier 17.63 0.00 9.1 11.6 NewInsights Z 42.45 0.19 25.0 34.7 Fidelity Series:
IntlVal 20.91 -0.13 6.4 22.1 FedHerMDTGro 34.42 0.03 23.3 49.6 FrkSmCpGrR6 24.98 0.20 3.2 -15.2
RealEstIdxInst n 15.22 0.15 -3.0 -8.0 Fidelity Advisor M: Idx2065 InstPrem 14.25 0.00 9.1 11.4 NewMill n 56.82 -0.10 19.0 50.9
IntlVectorEq 13.72 -0.13 4.1 7.6 Canada 15.09 0.22 2.7 17.5
FedHerMortStratP n 8.25 -0.08 -1.0 -8.1 SAIIntlMon 14.36 0.08 11.0 12.3 IdxIncInsPre 11.65 -0.03 2.2 -0.2 NewMkt n 12.52 -0.05 3.4 -1.2 TempGlbBndR6 6.85 -0.08 -8.8 -13.8
IntrLrgCpGroPor 16.35 -0.10 3.5 2.1 Balanced 29.35 -0.07 9.8 14.7 FASeriesEqGroFd 19.19 0.07 23.6 40.6
FedHerUltBon 9.22 0.00 2.9 7.8 SAIIntlSmComplet 11.91 0.10 3.3 -10.1 IdxInc Premier 11.64 -0.04 2.2 -0.2 NJMun n 11.51 -0.03 -0.2 -1.5 FrankTemp/Mutual A&B:
IntSmCo 19.71 -0.19 3.2 -0.9 EqGr 20.18 0.08 22.7 34.3 HthCarZ 69.69 0.43 4.1 -3.8
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Federated Hermes A: SAIUSLgCpIndxFd 22.74 -0.02 15.3 33.3 EqIn 33.80 0.04 4.8 19.7 Income n 10.58 -0.04 2.2 -1.3 NYMun n 12.29 -0.04 0.0 -3.3 Beacn A 15.98 -0.12 3.9 5.6
IntSmVa 22.31 -0.20 6.4 15.0 IntMuni Z 10.06 -0.03 -0.2 -0.9
CapIncA 8.40 -0.04 4.8 3.7 SeriesBondFd 8.86 -0.06 -0.6 -8.7 GrOppM 156.48 0.19 24.2 8.3 Income K 10.56 -0.04 2.2 -1.1 OHMun n 11.35 -0.02 0.5 -2.9 Shares A 25.22 -0.08 4.4 12.2
IntTermMuni 9.99 -0.03 -0.4 -0.1 LmtTermMuni Z 10.30 -0.01 0.3 -0.4
EqIncA 23.93 -0.02 8.5 14.0 SeriesOverseas 14.07 -0.01 8.5 9.0 NwInsghtM 37.45 0.16 24.6 32.2 Fidelity Invest: OTC n 22.84 0.09 24.9 31.2 FrankTemp/Temp A:
IntVaIII 17.96 -0.14 6.3 22.2 STCrFd 9.87 0.00 2.0 4.6
KaufmannA 5.68 0.01 8.2 -15.1 SerLTTreBdIdx 5.49 -0.12 -4.7 -27.9 SmllCapM 26.27 0.22 6.3 8.0 AdvSrsGroOpport 16.03 0.04 24.9 13.3 OTC K 23.38 0.10 24.9 31.6 DvMk A 19.11 -0.06 6.6 -19.1
ITExQual 9.46 -0.11 0.0 -8.3 Fidelity Spartan:
KaufmnLCA 21.22 0.05 15.4 11.8 smallcpvInd n 25.45 0.23 4.5 -13.9 StkSelMC 40.64 0.06 4.4 8.5 AdvSrsSmCap 12.96 0.11 6.8 11.8 OverseasK 64.98 -0.03 8.0 5.6 Frgn A 8.17 -0.01 1.7 10.3
LgCo 36.21 -0.14 15.2 33.0 EmMktDisc n 16.72 0.10 1.8 0.2
KaufmnSCA 47.67 0.30 3.7 -24.0 SmallCapValIndx n 23.87 0.41 -0.9 -2.0 StrInM 11.27 -0.05 2.3 0.2 AggrInt n 28.68 0.00 8.1 6.4 Ovrse n 65.12 -0.02 8.0 5.3 GlBond A 6.89 -0.08 -9.1 -14.9
LgCpIntl 27.33 -0.19 5.2 9.3 FidelityAdviAsset:
MunStkAdvA 14.43 -0.01 5.1 5.9 SmCpIdxInstPrem n 25.45 0.30 1.8 -7.7 Fidelity Advisor Z: AilSectEq 12.31 -0.03 16.9 35.5 PcBas n 30.89 0.15 4.4 -11.9 GlSmCo A 9.55 -0.04 1.7 -10.2
SclCrEqInst 14.46 -0.15 3.4 2.7 ADVAssetMan60 15.47 0.01 6.0 5.7
StockTrA 31.81 -0.21 10.8 29.4 STBdIdx InstPrem n 9.78 -0.01 1.1 -0.5 AdvIntlSmCpZ 32.45 0.05 2.9 3.6 AMgr20% n 13.49 -0.03 2.5 1.0 PuritanK 26.03 -0.10 12.3 19.2 Growth A 27.17 -0.13 6.3 11.2
SelHdgGlFxd 9.34 0.01 2.8 0.7 First Eagle Funds:
StrValDivA p 5.51 0.00 3.5 16.8 STTreIdx InstPre n 10.10 -0.01 0.7 -1.4 AssetManager50%20.44 -0.01 5.2 4.4 AMgr50% n 20.50 -0.01 5.1 4.1 Puritn n 26.06 -0.10 12.3 19.0 World A 17.19 0.02 14.6 15.3
STExQual 10.38 -0.06 2.6 1.9 GlbA 67.91 0.12 7.6 15.3
Federated Hermes Int: TMktIdxInstPrem n 149.41 0.10 13.6 25.8 AssetMngr85 26.17 0.06 8.5 10.3 AMgr70% n 27.56 0.03 6.9 7.6 RealE n 37.36 0.35 -2.6 -5.3 FrankTemp/Temp Adv:
STGov 9.92 -0.12 2.7 2.3 Gold 25.42 -0.02 5.7 8.6
GloFinI 38.22 0.37 3.5 8.6 TotalMarketIndex n 18.90 0.01 13.7 26.9 AsstMngr70 27.52 0.03 7.0 7.9 AMgr85% n 26.32 0.06 8.4 10.0 RealEstInc n 11.77 0.01 2.6 1.0
STMuniBd 10.15 -0.02 1.3 3.8 GlBondAdv 6.85 -0.09 -9.0 -14.2
InsHiYld 8.74 -0.01 1.7 3.6 TtlIntIdxInstPr n 13.85 0.04 5.3 0.0 AstMgr30R n 11.75 -0.02 3.3 1.7 SAIIntlMinVolInd 11.05 0.01 1.1 1.6 OverseasA 25.25 0.02 4.2 4.7
US CoreEq1 40.38 -0.13 12.7 28.9 CorporateBond 10.35 -0.08 0.2 -8.4 Frost Family of Fund:
SAILTTreBdIdx 7.01 -0.17 -5.5 -30.6 US Val A 20.90 0.05 9.8 23.1
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

MDTAllCIS 44.67 -0.10 17.6 40.5 USBdIdxInstPrem n 10.20 -0.07 -0.6 -8.7 EmMkt Z 31.18 0.07 9.6 -14.5 Balanc n 29.54 -0.06 10.1 16.6
US CoreEq2 36.04 -0.11 11.7 27.7 US Val I 21.44 0.06 10.0 24.1 FrTRInst 9.71 -0.04 4.0 8.3
MDTSmCIS 23.70 0.29 1.2 2.1 USSusIdx n 24.62 -0.09 15.9 34.9 FloatRateHighInc 9.26 0.00 3.8 18.8 BalancedK 29.54 -0.07 10.2 16.9 SAISm-MidCap500I 6.29 -0.03 2.8 4.4
US Micro 26.52 0.31 1.4 10.1 FMI Funds:
TtlRtnBdI 9.33 -0.07 -0.5 -8.1 Fidelity Adv Focus A: GovtIncome 9.07 -0.07 -0.7 -9.5 BluCh n 220.00 0.73 27.0 30.4 SAIUSMinVolIndFd20.64 -0.09 10.6 25.5 G
US Small 45.05 0.34 2.1 10.1
Federated Hermes IS: EnergyA 47.76 1.45 11.9 98.2 GrOpp 179.81 0.24 24.5 10.3 BluChpGr K6 33.73 0.07 25.7 30.7 SAIUSQtyIdx 23.09 -0.10 19.3 42.3 ComStkInvst n 35.68 -0.45 4.5 34.3
US SmCpVal 45.35 0.37 1.7 24.0
HthCarA 62.31 0.38 3.9 -4.9 HighIncAdZ 10.81 -0.03 5.4 10.3 BluChpGrK 221.29 0.74 27.0 30.7 SCValueI 19.67 0.07 -0.6 9.0 IntlInvst n 35.18 -0.45 3.8 16.2 Gabelli Funds:
US TgdVal 31.81 0.18 0.5 22.0 CorpBondFdIS 8.18 -0.07 0.1 -7.0
TechA 118.97 0.35 25.0 45.6 IntCpAp 32.24 0.00 8.2 6.7 BlueChipVal n 25.85 0.19 3.9 21.9 SmallCap n 17.48 0.13 1.6 -3.1 LgCapInvst n 16.14 -0.10 8.0 20.4 Asset p n 49.43 NA NA NA
USLCpGr 36.20 -0.45 16.4 39.8 GovUltra 9.81 -0.01 2.8 8.4
Fidelity Adv Focus M: InvestGradeBd 7.11 -0.05 -0.2 -7.4 CALmtTrmTFB n 10.21 -0.01 -0.3 -1.3 SmCapDisc n 24.77 0.02 0.5 10.9 Forum Funds: GabelliAsstFdClI49.28 NA NA NA
USLgVa 47.59 -0.07 7.9 20.6 InstlStrVIS 3.59 -0.04 -0.4 8.6
NewMktsIncFdZ 12.52 -0.05 3.4 -0.9 CAMun n 12.12 -0.03 0.1 -2.2 SmlCapO n 14.94 0.15 7.5 15.4 PolarisGlbVal n 32.46 0.15 4.9 6.4 SmCapG n 42.31 NA NA NA
USLgVaIII 30.56 -0.05 7.9 20.9 IntEq IS 25.30 0.10 6.5 -7.5 Tech 108.06 0.31 24.9 44.5
RE Income 11.71 0.01 2.7 1.4 Canad n 66.68 1.00 3.4 17.5 SmlCpGrth n 31.33 0.27 11.3 -0.9 FPA Funds: SmCpGrwI 44.33 NA NA NA
USSmCpGr 26.67 0.16 5.2 12.9 KaufmnLCIS 23.02 0.05 15.6 12.6 Fidelity Advisor:
SmallCapValue 19.70 0.07 -0.5 9.4 CapAp n 46.89 0.04 18.1 30.6 SmlCpGrth K6 16.80 0.15 11.5 0.2 Util A p 5.33 NA NA NA
USSoCoreEq2 26.51 -0.07 12.1 26.2 KaufmnSCI 49.47 0.31 3.9 -22.9 MultiAstIn Retai n 13.88 -0.08 5.9 7.5 FPAQueeRoSCap 37.17 -0.28 0.8 13.5
StkSelAllCap 76.16 0.37 10.9 21.7 CapDevA 22.83 0.05 17.0 39.6 SmlCpGrth Z 31.69 0.28 11.3 -0.6 GAMCO Funds:
USSustCoreI 41.90 -0.18 12.6 27.5 MDTMrkNIS 19.17 -0.01 9.2 45.2 Semiconductors A88.64 -1.18 45.4 112.8 FPAFlexIncFnd n 10.05 -0.05 2.4 9.0
StkSelSmCap 36.01 0.33 7.4 13.0 CapDevO n 24.06 0.06 17.1 40.8 SmlCpVal n 19.67 0.07 -0.6 9.0
USVectorEq 25.44 0.03 5.8 19.0 MidGrStI 53.54 -0.15 11.1 17.1 SrsAdvIntlCapApp 32.13 0.00 8.1 6.3 FPANwInc 9.74 -0.05 1.8 6.2 GwthAAA n 111.64 NA NA NA
StrgInc 11.45 -0.05 2.5 1.3 ChinaReg n 37.21 -0.33 16.2 -27.7 Srs1000ValIndRet 15.67 -0.03 6.6 17.8
WexUSGov 8.40 -0.05 -1.6 -12.7 MunStkAdvI 14.43 0.00 5.2 6.7 StragInc n 11.44 -0.05 2.5 1.1 FPACres Inst 40.77 -1.04 8.8 20.4 Gartmore Funds:
Worldwide 37.47 -0.17 21.7 20.3 CnvSc n 33.35 0.18 3.4 -0.9 SrsBlChGroRetail n 19.75 0.06 26.4 33.5
WrdEXUSTARGETVAL 14.45 -0.20 4.9 6.6 ShtlncIS 8.41 -0.01 2.2 4.1 Tech Z 134.42 0.40 25.3 47.2 FPACresentFnd 40.80 -1.04 8.8 20.7 NationwideInstSv32.04 0.02 14.4 27.1
Fidelity Freedom: Contra n 20.20 0.06 25.6 36.5 SrsCommStrt 97.27 -0.66 5.0 18.2
Dodge & Cox: StockTrIS 31.82 -0.21 10.8 30.3 TotBdFdClZ 9.39 -0.06 0.2 -5.7 Franklin: Gateway:
2030 Z 14.21 -0.03 6.3 3.5 ContraK 20.27 0.06 25.7 36.8 SrsEmrgMkt 18.81 0.03 8.5 -17.5
Balanced n 103.12 -1.01 4.5 12.7 StraValDivIS 5.56 0.01 3.8 17.8 Fidelity Advisor A: FrnkGrowFdClA 17.27 NA NA NA GatewayA 43.70 0.01 8.4 13.2
2060 K6 14.28 0.01 10.5 12.6 CorpBd n 10.35 -0.08 0.2 -8.6 SrsGlobal 14.65 0.05 5.8 0.8
Dodge & Cox n 10.69 -0.17 -0.7 1.5 UltraShortI 9.22 0.00 2.9 7.8 FrnkMdGrwthFdClA 16.65 NA NA NA GE Elfun/S&S:
AdvMdCpIIA 22.69 -0.07 9.5 15.6 CpInc n 9.94 -0.03 5.5 10.4 SrsIntlGrw 18.32 -0.15 6.9 5.6
FedMuniUl A 9.97 0.00 1.6 5.2 FAFree2025I 12.89 -0.04 5.4 1.6 Franklin A1:
GblStock n 15.71 0.03 5.3 18.3 AdvStrDivInA 16.51 0.01 5.2 10.0 DisEq n 69.73 -0.11 19.2 28.7 SrsGroCoRetail 24.60 0.08 26.3 33.6 Tax Ex n 10.04 -0.04 -0.2 -3.4
Federated Hermes R: FAFree2035I 14.82 -0.01 7.7 6.0
Income n 12.38 -0.22 0.2 -4.0 BalancA 28.89 -0.07 10.0 15.6 DivGrowK 39.44 -0.17 19.9 36.8 SrsIntlSmCp 17.05 -0.14 0.5 -4.9 CA TF A1 6.86 -0.02 0.9 -3.1 Trusts n 91.57 -0.02 19.6 38.6
KaufmnR 5.70 0.01 8.4 -15.0 FAFree2045A 13.12 0.01 9.9 9.5
Intl Stk n 50.71 -0.17 3.2 10.1 BioTech 29.94 0.75 9.5 10.0 DivGth n 39.50 -0.17 19.9 36.4 SrsIntlVal 12.64 0.16 8.3 25.7 CAHY A1 9.87 -0.02 2.4 -4.2 Glenmede Funds:
Federated Hermes R6: FAFree2050A 13.18 0.01 10.0 9.5
Stock n 256.85 -0.44 8.5 23.6 DivGthA 22.08 -0.10 19.5 34.4 DivIntl n 44.54 0.12 8.4 2.0 SrsSmCapDiscRet 11.07 0.01 0.9 12.9 Fed TF A1 10.82 -0.03 1.3 -3.7 SmCpEqAdv n 31.94 0.14 1.7 15.0
FF2010 n 13.98 -0.05 2.9 -0.7
Domini Funds: FedInstHYBondL 8.75 0.00 1.8 3.7 DivStkA 36.40 -0.13 19.1 33.4 DivIntl K6 14.72 0.04 8.5 2.8 STBF n 8.37 -0.01 1.7 2.6 FedInt A1 11.19 -0.03 0.5 -2.2 GMO Trust Class III:
FF2015 n 11.49 -0.04 3.8 0.2
Intl Eq Instit 8.84 0.03 6.8 4.5 KaufmnSCL 49.07 0.31 3.9 -22.9 DivIntlA 26.82 0.07 8.3 1.1 DivIntlK 44.45 0.11 8.5 2.3 StkSelLCVl n 27.03 0.03 6.9 22.9 HiInc A1 1.72 -0.01 3.3 7.9
FF2020 n 14.51 -0.04 4.8 1.1 EmgCntryDt 19.78 -0.06 7.0 3.6
US Equity Inv n 36.81 -0.12 13.7 18.4 StrValL 5.55 0.00 3.7 17.7 EqGrA p/r 20.99 0.08 22.9 35.2 DivStkO n 38.09 -0.12 19.4 34.9 StkSelSmCp n 35.83 0.33 7.3 12.6 HY TF A1 8.93 -0.02 3.9 -4.0
FF2020A 11.85 -0.04 4.5 -0.4 Quality 32.97 0.03 14.8 37.5
DoubleLine Funds: TtlRtnBdL 9.33 -0.06 -0.5 -8.0 EqInA 32.59 0.04 4.9 20.6 Emerg Asia n 44.48 -0.55 11.3 -30.1 StkSlcACap n 76.67 0.36 10.8 21.4 IncomeA1 2.34 0.00 3.3 12.2
FF2025 n 13.72 -0.04 5.6 2.3 USTreas 4.99 0.00 2.5 9.0
CoreFxdIncmI 9.10 -0.09 0.1 -7.0 Fidelity: FF2030A 14.26 -0.03 6.1 2.5 EmrgMktK 39.71 0.11 11.0 -12.7 StratDivInc n 16.67 0.01 5.4 10.9 MIInsTF A1 10.45 -0.02 0.4 -4.8
FF2025A 12.70 -0.04 5.2 0.8 GMO Trust Class IV:
EmgMktIncmI 8.87 -0.04 4.9 -3.0 500IdxInstPrem n 190.20 -0.10 15.3 33.3 FltRateA 9.28 0.00 3.7 17.6 EmrgMktsDebt 7.81 -0.03 3.8 -0.6 StrDivIncI 16.61 0.02 5.4 10.8 NY TF A1 9.96 -0.04 0.5 -4.8
FF2030 n 17.55 -0.04 6.4 4.1 EmgCntrDt 19.75 -0.05 7.1 3.8
FlexibleIncomeI 8.62 -0.04 4.4 3.6 BalancedK6 15.50 -0.04 10.2 17.7 GrOppA 159.52 0.20 24.3 9.1 EmrMkt n 39.69 0.11 11.0 -13.1 TaxFrB n 10.94 -0.03 0.2 -2.7 OHInsTF A1 11.45 -0.03 0.6 -5.0
FF2030M 14.12 -0.03 5.9 1.7 IntlEq 24.55 0.15 7.4 14.3
LowDurBdI 9.58 -0.03 2.6 6.6 Contrafund K6 28.92 0.06 25.6 37.2 GroIncA 40.58 -0.01 13.6 34.3 Eq Inc n 73.20 -0.14 9.3 22.8 TotalBond n 9.40 -0.07 0.1 -6.0 OR TF A1 10.48 -0.02 0.6 -4.6
FF2035 n 15.60 -0.02 7.8 7.1 Quality 33.08 0.03 14.8 37.7
EmgMktIdxInstPre n 10.76 0.01 7.1 -15.8 HiIncAdvA 11.59 -0.04 5.2 9.1 EqDivIncm n 28.39 0.04 5.1 21.8 TotalBond K6 8.71 -0.06 0.0 -5.8 PA TF A1 8.84 -0.03 0.8 -4.8
LowDurBdN n 9.57 -0.04 2.5 5.7 FF2035A 14.60 -0.02 7.5 5.2 GMO Trust Class VI:
ExtMktIdxInstPre n 80.65 0.75 3.3 -7.6 IntCpApA 29.82 -0.01 7.9 5.5 EqDivIncmK 28.38 0.04 5.1 22.1 Trend n 185.58 -0.24 24.9 34.3 US Gov A1 5.00 -0.05 -1.1 -8.2
ShillerEnhCAPEI 14.49 -0.07 4.1 9.1 FF2040 n 11.45 0.00 9.6 10.5
FidAdAsset 13.48 -0.03 2.5 1.0 LevCoStA 49.37 -0.43 16.4 19.4 Utility n 29.96 -0.12 13.3 27.8 Utils A1 20.97 -0.04 10.1 19.5 Quality 32.98 0.03 14.8 37.9
TotRetBdI 8.65 -0.09 0.3 -7.4 FF2040A 16.44 0.01 9.3 8.4 EqIncK 73.14 -0.14 9.4 23.1
FidAdAsset 11.74 -0.03 3.3 1.7 LgeCapA 46.84 0.11 16.7 38.5 ValStra n 56.70 -0.27 2.6 22.7 Franklin Templeton: Goldman Sachs A:
TotRetBdN n 8.65 -0.08 0.3 -8.0 FF2045 n 13.29 0.01 10.2 11.7 Europ n 37.01 -0.25 7.8 -6.5
Driehaus Funds: FidAdAsset 12.85 -0.01 4.2 3.1 NwInsghtA 40.32 0.18 24.7 33.2 FF2050 n 13.46 0.01 10.3 11.7 Fidel n 90.56 -0.46 21.6 36.1 Value n 14.80 -0.01 3.1 19.2 TgtGro A 19.79 NA NA NA CapGr 33.56 NA NA NA
FidAdEm 39.67 0.11 11.1 -12.7 SmllCapA 29.95 0.25 6.4 8.8 FidFree2065 13.09 0.00 10.4 12.6 FIDEMDLCF 8.85 -0.02 -3.6 -5.2 ValueDisc n 36.21 0.04 3.2 11.4 TgtModA 15.50 NA NA NA HYMuni 9.25 NA NA NA
EmMktsGr n 38.60 0.16 11.6 -11.6
FidAdJapan 16.80 0.44 4.8 -3.1 StkSelMC 40.21 0.06 4.5 9.3 FrdmBlen2025 K6 10.90 -0.02 5.3 2.0 FltRateHi n 9.26 -0.01 3.7 18.6 ValueK 14.83 -0.01 3.1 19.5 FrankTemp/Frank Adv: IncBuilder 24.76 NA NA NA
Dupree Mutual Fds:
FidFreeBlend 10.87 -0.03 5.2 2.0 StrInA 11.28 -0.05 2.3 0.2 Free2045L 13.31 0.01 10.1 10.3 FocsdStk n 39.30 -0.29 29.7 35.5 Wrldw n 37.83 -0.18 21.6 19.9 CA HY Adv 9.89 -0.02 2.5 -4.0 MidCapVal 35.51 NA NA NA
KYTF n 7.20 -0.01 -0.2 -3.0
FidFreeBlend 11.17 -0.02 6.1 3.9 TotalBdA 9.41 -0.06 0.0 -6.8 Free2050I 13.36 0.01 10.0 10.3 FournOne n 57.87 -0.01 8.2 11.3 Fidelity SAI: CA IntAdv 10.99 -0.03 0.4 -2.0 Muni 15.31 NA NA NA
E FidFreeBlend 11.77 -0.01 7.4 6.8 ValStaA 45.66 -0.22 2.5 21.8 Free2055 n 15.57 0.00 10.2 11.7 GlobCommStk n 19.21 0.32 7.5 29.2 FidSAICnsrvInc 10.03 0.00 1.4 NS CA TF Adv 6.85 -0.02 1.1 -2.7 Goldman Sachs Inst:
FidFreeBlend 12.43 0.00 9.7 11.3 Fidelity Advisor C: Free2060InstPrem 17.63 0.01 9.1 11.5 GNMA n 9.99 -0.09 -0.9 -7.8 FidSAIEmgMktIndx 13.89 0.02 7.0 -16.0 CvtScAdv 21.42 0.01 4.0 -2.6 CoreFix 9.05 -0.07 -0.7 -9.1
Eaton Vance Class A: FidFreeBlend 12.33 0.00 9.1 10.2 BalancC 28.52 -0.07 9.5 13.0 Free2060Investor 17.62 0.00 9.0 11.3 GovtInc n 9.05 -0.07 -0.9 -9.8 FidSAIIntlIndxFd 14.34 0.04 5.5 8.3 Dynat Adv 171.85 0.71 23.0 7.9 EmgMktEq 23.17 NA NA NA
AtlCpSMID 33.78 -0.22 6.2 17.6 FidFreeBlend 12.42 0.01 9.8 11.3 GrOppC 127.41 0.14 23.9 6.6 Freedom2010 K 13.97 -0.05 2.9 -0.6 GroCo n 40.19 0.12 25.9 30.1 IntlValIdx 9.73 0.02 4.3 14.9 Fed TF Adv 10.84 -0.03 1.5 -3.3 HYMuni 9.26 NA NA NA
Balanced 11.75 NA NA NA FidFreeBlend 12.50 0.00 9.7 11.3 NwInsghtC 29.71 0.13 24.3 30.2 Freedom2015 K 11.48 -0.03 3.9 0.4 GroInc n 61.59 0.00 14.0 35.8 LowDurationInc 10.10 0.00 2.5 9.1 FedIntAdv 11.22 -0.03 0.6 -1.9 Int 15.05 NA NA NA
 July 1, 2024 BARRON’S 47

D ATA MUTUAL FUNDS D ATA P R O V IDE D BY LIP P E R B A R RON S.C OM / DATA

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.
IntlEqESG Inst 28.19 NA NA NA Hennessy Funds: GlblOppY 48.65 -0.27 -7.2 -39.5 InvGrBdA 8.95 -0.08 -0.4 -9.8 Legg Mason I: TRBdPlan 8.37 -0.07 -0.8 -10.1 MidCapGroR6 16.93 -0.04 12.4 -3.0 ParnEqFd n 61.65 -0.10 12.0 26.4
Muni 15.31 NA NA NA CorMidCap30Inst25.45 0.67 22.4 65.8 GloblY 104.04 -0.26 14.1 7.4 IntlGrw 26.62 -0.09 8.7 -11.8 CMValueTrI 126.60 -0.35 9.1 26.8 UnconstrBdI 10.22 -0.05 2.0 0.9 NeubCrBdInst 8.75 -0.06 -0.2 -8.5 Parnsus n 58.01 -0.03 4.4 -4.9
ShDuTF 10.30 NA NA NA CrnrMdCp30Inv 24.13 0.63 22.2 64.0 IncomeY 6.24 0.13 17.4 78.0 LifeAggr 14.38 0.02 8.9 5.8 IntlGrTrI 65.40 -0.02 7.3 -3.5 MFS Funds: StratIncmR6 9.71 -0.05 1.5 0.6 Paydenfunds:
SmCapVa 44.09 NA NA NA Homestead Funds: IntGrowY 36.65 -0.32 2.8 -6.9 LifeBal 13.23 -0.07 5.2 2.0 OpporTrl 36.96 0.02 10.2 -22.1 IIE 34.50 -0.06 4.7 12.2 StrIncInst 9.72 -0.05 1.5 0.4 LowDur n 9.70 NA NA NA
Gotham: IntlBdY 4.22 NA NA NA LifeConsv 11.64 -0.14 1.4 -2.3 LKCM Funds: MFS Funds Class A: SustainableEqIns46.70 0.17 16.3 31.4 LtdMat n 9.53 NA NA NA
ShtTmBd n 4.88 -0.01 1.3 -0.3
AbsRt Inst 22.29 NA NA NA IntlSmCoY 40.71 -0.15 -4.3 -20.7 LifeGrw 13.94 0.00 7.4 4.6 LKCMEqInst 38.14 -0.04 10.8 13.7 Neuberger Berman Inv: Pear Tree:
Value n 52.67 -1.19 9.9 25.2 AgGrAIA 29.97 -0.06 7.6 9.7
GothamIdxPl Inst 26.14 NA NA NA Invesco 32.52 0.10 -2.3 -21.6 LifeMod 12.13 -0.10 3.3 0.1 Longleaf Partners: Focus n 28.64 -0.09 14.4 2.0 ForeignVal I r 23.80 0.13 3.6 1.3
Hotchkis and Wiley: CoEqyA 50.95 -0.15 12.1 24.5
Guggenheim Funds Tru: MnStFndY 57.33 0.25 16.5 26.6 TFBdA 9.01 -0.02 0.9 -2.7 Genes n 62.72 0.15 2.9 4.9 PearValR6 11.55 0.07 3.7 1.6
HiYldI 10.45 -0.01 2.6 6.4 Intl n 15.80 -0.35 -0.8 -13.2 GlEqA 47.55 -0.53 2.5 0.3
RocMuniY 15.25 NA NA NA USGlobLdrs 68.76 0.26 10.3 5.7 Guard n 28.49 -0.08 14.1 29.9 PearValSCapInst 15.98 -0.12 1.9 0.9
FloRaStraFdInst 24.31 -0.02 3.0 17.5 SmCpVal 76.30 0.69 -0.1 29.5 Partners n 22.55 0.08 -0.1 -4.5 GlTotA 17.27 -0.11 2.1 2.5
Sel40Y 8.77 0.19 17.0 78.8 John Hancock Instl: IntlEqInst r 13.23 0.00 6.4 -2.7 Perm Port Funds:
MacOppFdClInstl24.34 -0.04 3.2 4.6 ValOppI 38.61 0.34 5.2 31.7 Sm-Cap n 25.55 -0.13 2.3 -3.0 GrowthA 196.11 -0.81 24.3 26.4
Ivy Funds: BalancedI 28.46 -0.08 9.7 16.5 LCVal n 43.88 -0.08 6.2 8.2
TotRtnBdFdClInst 23.36 -0.15 0.3 -8.3 Loomis Sayles Fds: IntlVA 39.90 -0.09 6.8 0.5 Permanent n 56.43 0.03 10.2 17.7
TotRtnBondFdClA 23.34 -0.15 0.2 -9.1 I AssetStrA p 22.04 0.00 10.8 15.7 StratIncmOppI 9.87 -0.02 0.2 -3.6 IntNwDA 30.64 0.05 0.5 -9.0 MdCpGrInv n 16.80 -0.03 12.3 -3.7 PGIM Funds Cl A:
LSBondI 11.46 -0.10 1.1 -3.8
GuideMark Funds: BalancedA p 22.31 -0.12 9.2 12.2 USGlbLdrsGrwI 77.35 0.30 10.4 6.5 LtdMA 5.78 0.00 1.9 2.8 SustainableEqInv n 46.81 0.17 16.3 30.7
IFP US Equity Fund: LSBondR pn 11.39 -0.10 1.0 -4.5 Balanced 17.83 NA NA NA
CoreEqA t 17.63 -0.09 16.1 33.2 JPMorgan A Class: MCapA 28.77 -0.14 7.6 0.4 Neuberger Berman Tr:
LgCpCorServ n 31.64 -0.03 13.4 25.6 LSFixIncl 11.62 -0.05 0.9 -2.9 HighYield 4.70 -0.01 2.5 3.2
IFP US EquityFd 19.40 -0.09 5.3 17.6 EmgMktEqFdI 20.55 0.03 11.4 -20.0 CoreBond 10.10 -0.09 -0.1 -8.1 MCapValA 31.61 -0.15 6.0 19.1 Genes n 62.44 0.14 2.8 4.6
GuideStone Funds: LSStrIncA p 11.72 -0.10 1.1 -4.2 JennBlend 24.94 0.12 11.7 13.5
Invesco Fds Investor: GlGrFundClA p 35.86 0.04 14.9 19.1 CorePlusBd p 7.12 -0.07 0.3 -7.4 MIGA 43.65 -0.64 10.9 24.7 GenesisFdR6 62.85 0.14 3.0 5.7
AggrAllGS4 n 12.67 NA NA NA SmCpGI 27.87 0.40 6.3 -6.5 JennFocGrowth 24.97 0.01 23.0 12.0
DivrsDiv n 18.51 -0.12 6.0 19.4 HiIncA p 6.00 -0.03 2.4 3.6 EqInc p 23.49 -0.10 5.2 16.1 MITA 39.28 -0.08 14.5 24.8
BalAllGS4 n 11.62 NA NA NA Lord Abbett A: New Covenant Funds: JennGrowth 61.76 0.04 20.7 20.0
GlHltCr n 40.44 -0.02 12.8 6.7 HiIncI r 6.00 -0.03 2.6 4.3 EqIndx p 81.79 -0.23 15.0 31.5 MuHiA 7.46 0.00 4.3 -3.9
EqindxGS2 55.77 NA NA NA Affiltd p 18.26 -0.02 9.2 20.3 Growth n 64.43 0.00 13.0 24.9 JennHealthSci 40.34 0.19 11.5 8.7
Tech n 62.08 -0.01 19.7 8.1 IntlCorEqI r 21.19 0.02 6.0 5.2 GroInc p 74.67 -0.41 7.9 23.0 MuInA 8.20 -0.02 1.5 -3.2
EqIndxGS4 n 55.78 NA NA NA Alpha StratA p 24.47 0.26 5.8 -7.2 Nicholas Group: JennMidCapGrowth 14.96 0.02 4.5 -2.6
Invesco Funds A: IntlValA 20.98 0.02 5.9 4.2 GwthAdv p 37.28 0.11 21.7 29.6 MuLtdA 7.90 -0.02 0.7 -0.4
GrAllGS4 n 12.55 NA NA NA BdDeb p 7.07 -0.02 2.8 -3.8 EqInc I n 21.17 -0.11 5.5 14.6 JennSmallCompany p 19.46 0.20 3.0 0.3
LgCpGwthA p 34.41 0.02 15.5 31.7 HighYld p 6.32 -0.03 2.5 3.8 NewDA 24.06 0.29 2.5 -24.1
GrEqGS2 28.37 NA NA NA 500InxA 57.82 -0.04 15.0 31.3 CalibrDivGr 22.08 -0.06 14.2 29.1 Nch II I 33.73 -0.13 2.9 8.8 JennValue p 22.22 -0.03 11.0 25.8
LgCpGwthl r 37.85 0.02 15.6 32.7 IntlEq 19.52 0.05 5.3 2.8 ReInA 23.25 -0.03 4.9 0.7
GrEqGS4 n 27.65 NA NA NA ActiveAllA 13.73 -0.02 5.0 -0.7 CoreFxdInc p 9.14 -0.06 -0.2 -8.9 NchLt I 28.55 0.34 2.8 1.0 JennUtility 14.17 -0.15 10.5 17.3
MidCapI 30.64 -0.44 0.9 -11.6 Inv Bal p 15.81 -0.11 6.2 7.1 ResBdA 9.37 -0.07 0.0 -7.7
IntEqGS2 14.71 NA NA NA AMTFrNY 10.56 NA NA NA DevGt p 20.90 0.52 13.6 -26.9 Nich n 92.19 0.05 11.1 37.3 NationalMuni 13.91 -0.03 0.3 -2.6
MdCpGwthA p 26.52 -0.37 0.8 -12.4 InvCon p 12.42 -0.07 3.7 1.6 RschA 59.70 -0.24 11.9 23.5
LowDurGS2 12.78 NA NA NA BalancedRiskAllA 8.96 -0.02 4.9 -3.6 FloatRt p 8.16 0.00 4.4 17.2 Northern Funds: QuanLrgCapCoreEq 21.73 0.01 17.0 35.9
ScTechA p 57.69 -0.06 25.8 23.6 InvG&I p 19.25 -0.08 8.1 11.3
MedDurGS2 12.60 NA NA NA CapApprA p 79.41 -0.29 23.5 24.9 TechA 65.98 0.20 26.4 26.5 ShrtTermCorpBond 10.45 -0.02 1.6 0.5
ScTechI r 75.87 -0.08 25.9 24.4 FundlEq p 14.79 -0.03 11.0 26.4 ActMIntlEq nr 12.31 0.02 5.9 7.8
MedDurGS4 n 12.60 NA NA NA Chart 19.57 0.03 15.3 23.6 InvGrwt p 24.95 -0.02 10.3 15.9 TotRA 19.53 -0.14 3.4 7.7 TotalReturnBond p 11.92 NA NA NA
SmCapGrA t 12.56 0.26 8.5 -17.6 HiYldA t 6.29 -0.01 3.1 -0.5 BdIdx n 9.06 -0.07 -0.8 -8.9
SmCapGS2 17.21 NA NA NA CmstA 29.40 0.01 8.5 32.8 LgCpGwth p 72.61 0.01 24.1 34.7 UtilA 21.10 -0.43 2.0 9.3 PGIM Funds Cl Z:
SmCapGrI r 21.38 0.44 8.6 -16.8 HYMuniBd p 10.89 -0.02 3.5 -6.4 EmMktsEqIdx nr 11.44 NA NA NA
ValEqGS2 18.93 NA NA NA CoreBdA p 5.62 NA NA NA MdCpGrw p 39.71 -0.06 6.0 -3.8 ValueA 49.90 -0.46 6.4 17.7
IncomeA p 2.42 -0.01 1.0 -6.8 GlbREIdx nr 9.15 NA NA NA GlobalRealEstate 18.76 0.15 -1.5 -12.1
CpBdA 6.19 NA NA NA J MdCpVal p 35.88 -0.23 3.6 12.2 MFS Funds Class C:
IntrTxFr 10.22 -0.02 0.8 -3.6 HiYFxInc n 5.95 -0.01 2.7 4.7 HighYield 4.72 0.00 2.9 4.0
H DevMktA 40.36 -0.02 2.6 -26.0 ShrtDurBd p 10.68 -0.03 1.7 2.2 GrowthC 142.21 -0.61 23.8 23.6
MidCapStk 34.30 -0.27 6.8 19.0 IntlEqIdx nr 14.59 0.05 5.6 8.1 JennGrowth 70.83 0.05 20.9 21.1
DiscFdA p 94.39 1.59 12.7 -4.8 Janus Henderson: Sm Cap p 42.85 0.14 1.2 -1.5 MFS Funds Class I:
Harbor Funds: MultiAstBalOppty 11.69 -0.04 8.2 4.0 IntTxExpt n 9.75 -0.02 0.1 -3.2 JennHealthSci 50.19 0.24 11.7 9.7
DisMdCpGrA 26.27 -0.08 11.6 -5.8 Balanced C 45.55 -0.33 9.9 11.9 SR2030 p 18.66 -0.02 6.4 5.1 JennMidCapGrowth 20.97 0.02 4.6 -1.6
MultiAstInc 15.57 -0.08 4.9 -0.5 BondI 12.18 -0.08 0.3 -8.2 MidCpIdx n 21.18 0.00 6.2 13.5
Bond 10.01 -0.10 0.1 -7.1 DivIncm p 25.56 -0.11 4.8 19.4 Balanced Inst 49.51 -0.22 10.4 15.3 SR2040A p 21.62 0.01 8.9 10.0
ShDurTxFr 15.02 -0.01 1.1 -0.3 GrowthI 214.10 -0.87 24.4 27.4 SmCapIdx n 13.56 0.18 1.7 -8.2 TotalReturnBond 11.88 NA NA NA
CapApInst 116.86 0.02 21.1 21.8 DivrsDiv p 18.52 -0.11 6.0 19.1 Balanced T n 46.24 -0.42 10.3 14.6 USEquity 24.46 -0.01 15.8 34.0
ShtDurIncmA p 3.84 -0.01 1.9 2.3 IntNwDI 31.82 0.05 0.6 -8.3 SmCpVal n 19.13 NA NA NA PIMCO Fds Admin:
CapApInv n 107.43 0.01 20.9 20.5 EqIncA 10.52 -0.05 5.3 12.0 Contrarian T n 27.58 0.08 6.4 3.4 ValAdv t 37.44 -0.12 6.3 18.1
TaxFr p 10.48 -0.02 1.2 -5.8 MCapI 31.09 -0.15 7.8 1.1 StkIdx n 56.09 -0.22 15.2 33.0 TotRtAd p 8.53 NA NA NA
IntlInst 46.32 -0.11 5.0 4.1 EqInvA 14.30 -0.01 5.5 0.8 Enterprise Inst 76.95 0.23 5.5 11.2 JPMorgan C Class:
TotRet p 8.63 -0.06 0.1 -8.3 MCapValI 32.63 -0.15 6.1 20.0 TxExpt n 9.56 -0.03 0.4 -5.1 PIMCO Fds Instl:
LgCpValue 22.64 -0.14 5.6 15.1 EqWtdA p 72.39 -0.29 4.8 13.6 Enterprise T n 136.03 0.39 5.4 10.6 USEq t 23.18 0.01 15.4 31.9 ValOpps p 18.75 -0.01 6.0 6.3 MIGI 45.56 -0.67 11.0 25.6 Nuveen Cl A: AllAsset 11.00 NA NA NA
SmCpGwth 13.61 0.10 2.9 -2.9 FltgRate p 6.76 NA NA NA Forty A p 54.42 0.04 19.2 17.3 JPMorgan I Class: Lord Abbett C: MITI 37.52 -0.08 14.6 25.8 AllAssetAuth r 6.39 NA NA NA
SmCpValInst 40.20 0.40 4.2 11.3 GblAllocA 19.10 -0.03 3.9 1.0 Forty Inst 53.32 0.05 19.4 18.3 AAMunBd p 10.19 -0.02 1.5 -8.9
CoreBond 10.09 -0.10 -0.1 -7.4 BdDeb 7.09 -0.02 2.5 -5.6 ResBdI 9.37 -0.06 0.1 -7.4 CommodtyRR 13.38 NA NA NA
Harding Loevner: GblStrIncmA p 3.05 NA NA NA Forty S 50.85 0.04 19.0 16.7 CAMunBd p 10.11 -0.02 1.4 -5.4
CorePlusBd 7.11 -0.07 0.3 -6.7 ShtDurIncmC t 3.87 0.00 1.9 0.4 RschI 61.89 -0.24 12.0 24.4 DivInc 9.52 NA NA NA
EmgMktsAdv n 40.55 -0.19 -1.0 -31.2 GlbOppA p 47.08 -0.26 -7.3 -40.0 GlbEqIncA 6.32 NA NA NA HiYldMuBd p 15.24 -0.05 5.4 -4.2
EmMktEq I 31.20 -0.07 5.7 -27.3 Lord Abbett F: TotRI 19.53 -0.14 3.5 8.6 EmMktsBd 8.38 NA NA NA
IntlEq 26.36 0.06 1.6 -5.5 Glcoreeq p 15.95 -0.08 11.2 7.2 GlbResch T nr 111.19 -0.06 17.0 24.4 IntDMunBd p 8.86 -0.02 1.2 -1.7
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EqInc 23.98 -0.10 5.3 16.9 ValueI 50.25 -0.49 6.5 18.6 EmrgMktCur&STInv 7.19 NA NA NA
Hartford Funds A: GblResh Inst 69.00 -0.03 17.1 25.2 BdDeb 7.06 -0.02 2.8 -3.5 LtdMnBd p 10.98 -0.02 1.2 0.9
GlHltCr 40.43 -0.02 12.8 6.7 EqIndx 81.90 -0.28 15.2 32.5 Miller Convertible B:
ShtDurIncm 3.84 -0.01 2.0 2.6 NYMunBd p 9.83 -0.04 0.8 -4.9 ExtdDur 13.43 -0.50 -8.7 -40.1
BalIncA 14.32 -0.17 1.9 3.3 GrIncA 21.69 -0.05 7.6 23.1 GlbSel T n 19.69 0.00 16.7 25.5 GrAdv r 39.58 0.11 21.8 30.6
Lord Abbett I: MillerConvBndFd 12.69 -0.01 3.9 0.7 Nuveen Cl I: GlblBdOppUSH 9.49 -0.03 1.6 2.8
CapAppA 43.41 -0.16 11.3 14.0 GrowAlloc p 15.06 -0.02 4.9 -0.3 GlLifeSci T nr 76.00 0.35 10.6 17.4 GvBd 9.38 -0.08 -0.4 -8.7
Affiliated 18.36 -0.03 9.3 21.2 Mondrian: HiYld 7.93 -0.01 2.3 4.6
Chks&Bal 9.92 -0.09 6.6 10.0 Hyld 3.50 NA NA NA GlTech T nr 65.93 0.00 27.5 26.5 HighYld 6.37 -0.03 2.6 4.6 HYMunBd 15.24 -0.05 5.5 -3.6
BdDebentr 7.03 -0.02 2.9 -3.3 IntlValEq n 15.06 0.07 3.4 8.4 HiYldMuniBd 8.51 -0.04 2.7 -1.7
DiscpEqA 53.28 -0.19 17.0 27.1 HYMuA 8.57 NA NA NA Grw&Inc T n 74.55 -0.59 8.6 24.3 IntlEq 19.90 0.06 5.5 3.6 NuvMulCapValFd I p 51.54 0.46 9.6 28.2
CalibrDivGr 22.37 -0.07 14.3 30.1 Morg Stan DW Inst: IntlBdUnhedged r 7.32 -0.04 -4.3 -19.8
DivGth A 35.25 -0.26 8.3 25.8 IntlDivA 16.20 -0.06 0.5 -15.4 MdCpVal T n 16.02 0.01 6.2 18.1 IntmdTFBd 9.93 -0.05 0.5 -2.6 Nuveen Cl R:
DevlpGro 27.60 0.70 13.8 -26.3 FxInOpp I 5.16 0.00 2.4 3.3 IntlBdUSH 9.81 NA NA NA
EmrgMktEqAdv 17.09 0.05 9.0 -18.8 IntlGrow 23.42 -0.09 2.6 -3.1 Overseas T nr 47.39 0.14 9.4 10.5 InvConGw 12.52 -0.07 3.8 2.3 CAMunBd 10.12 -0.02 1.6 -4.8
FloatRt 8.16 -0.01 4.4 17.9 Morgan Stanley Inst: InvGrdCrBd 8.88 NA NA NA
EqInc 20.53 -0.10 3.8 20.1 IntlGrowA p 36.85 -0.32 2.7 -7.6 ResearchPort Ins 54.93 -0.06 25.1 34.8 InvGrwth 25.76 -0.03 10.5 16.7 IntDMunBd 8.88 -0.03 1.2 -1.2
FundlEq 14.91 -0.04 11.0 27.2 LgTmRlRt 11.99 -0.25 -2.3 -28.2
FltRateA 7.87 -0.01 3.5 11.7 IntlSmCoA 41.04 -0.15 -4.4 -21.3 Resh T n 82.22 -0.11 24.9 34.0 LgCapVal 19.89 0.01 6.4 21.1 CapGrI 38.51 0.89 0.2 -47.3 LmtTrmR 10.94 -0.01 1.3 1.5
HiYld 6.32 -0.01 3.2 0.2 LgTrmCrdtBd 8.75 -0.14 -1.9 -19.0
GrOppty 53.47 -0.06 27.2 11.9 IntTMIA p 10.39 NA NA NA Venture T n 81.38 0.58 6.9 -5.6 LgCpGwth 74.71 0.02 24.2 35.7 CapGrP p 34.45 0.80 0.1 -47.7 NYMunBd 9.84 -0.03 1.0 -4.4
ShtDurInc p 3.84 0.00 2.3 2.9 LngDurTotRtrn 7.08 -0.13 -2.7 -22.0
GrowAllA 14.34 -0.01 9.5 8.7 InvescoFd p 24.80 -0.04 8.3 -4.7 Jensen I : MdCpGrw 49.51 -0.07 6.2 -3.0 GloFranI t 35.34 -0.34 2.9 9.7 Nuveen Fds:
TotRet 8.65 -0.05 0.3 -7.6 LowDur 9.16 -0.01 1.6 0.8
Hlthcare 39.30 0.00 7.1 -0.8 InvGloblFdA 102.32 -0.26 14.0 6.6 Jensen I 62.18 -0.54 5.7 22.0 MdCpVal 36.60 -0.23 3.8 13.1 Insight I 32.50 0.95 -0.9 -51.4
RealEst 14.89 0.07 -2.5 -4.1
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

LowDurInc r 8.00 -0.02 3.3 7.1

IntOppA 18.45 0.13 8.3 -0.8 LmtdTrmMunInc p 10.95 NA NA NA JensenQualGrJ n: MidCapEq 60.68 -0.28 4.4 6.5 InsightA p 26.11 0.76 -1.1 -51.7
M LTUSG 14.09 -0.30 -4.4 -27.3
MidCap A 25.42 -0.04 0.7 -12.2 MnStFndA 57.82 0.25 16.3 25.7 JensenQualGrJ n 62.28 -0.54 5.6 21.2 MtgBckd 10.02 -0.09 0.4 -5.0 IntlEqI 14.12 -0.03 4.0 0.6 O
ModDur 9.12 -0.03 0.8 -3.1
MidValueA 16.35 0.03 3.0 20.0 MnStOpA p 26.86 0.09 17.3 28.5 JHF III DispVal: ShtDurBnd 10.69 -0.04 1.9 3.0 MainStay Fds: MorganStanleyPathway:
Oak Associates Funds: MortgOppBd 9.29 -0.04 2.5 2.9
Muti-AstIncGw 18.92 -0.10 3.2 2.3 MnStSmCpA p 28.00 0.03 4.8 9.2 DispVal 25.55 -0.02 9.9 27.9 SmCap 54.73 0.19 1.3 -0.7 FltgRateA t 8.86 -0.01 3.8 16.0 CoreFxIcm n 6.72 -0.06 -1.0 -10.6 MuniBd 9.45 -0.03 1.5 -1.1
ShtDur 9.59 -0.01 2.3 3.4 ModInvA 11.05 -0.02 4.0 -1.8 SmCapGrw 19.85 0.20 6.7 -23.6 MainStay Fds A: EmgMkt n 13.79 0.00 6.9 -17.5 RedOakTec n 48.14 -0.15 22.3 36.7
DispVal I 24.41 -0.01 10.1 28.9 RAEFndmtlAdvPLUS 8.10 NA NA NA
TotRBdA 9.05 -0.06 0.4 -8.1 MunInA 11.98 NA NA NA SmlCapBlen I 31.36 0.41 3.7 -2.1 LgCapEq n 24.67 -0.02 12.5 21.0 WhiteOakSelG n 150.70 0.35 17.1 22.7
DispValMCI 28.55 -0.11 4.3 20.0 ConvtA 18.56 0.14 3.0 0.5 RealRtnI 9.95 -0.04 1.2 -3.8
Hartford Funds C: QualityIncomeA 9.58 NA NA NA USEquity 24.57 -0.01 15.9 35.0 Sm-MdCapEq nr 17.01 0.06 1.9 -2.3 Oakmark Funds Invest:
DispValMdCp 27.07 -0.10 4.2 19.1 HiYldBdA 5.15 -0.03 2.9 6.6 ShortT 9.64 0.00 3.2 9.1
Bal IncC 14.07 -0.14 1.5 1.0 RchHiYldMuniA 6.88 NA NA NA DispValMdCpR6 28.56 -0.10 4.4 20.4 USLgCpCorPls 21.01 0.05 20.8 44.3 Munder Funds: EqtyInc nr 34.29 -0.26 2.6 9.1
IncBldr 19.57 -0.07 6.3 3.6 ShtAssetInv 9.94 0.00 3.0 9.3
Hartford Funds I: RealEst p 16.49 0.02 -3.4 -8.9 DispValR6 24.48 -0.02 10.2 29.3 USRechEnhEq 42.81 -0.03 16.3 37.2 MndrIntlSmCpInv r 15.18 0.01 4.7 -6.7 Global n 32.56 0.00 1.2 -1.3
LgCpGrA p 10.85 0.00 20.7 30.4 StcksPLUSIntlHdg r 8.73 0.04 12.6 29.3
BalIncI 14.33 -0.17 2.1 4.1 RisingDivA 25.81 -0.14 12.3 29.9 JHITFunLgCpCorFd: ValAdv 37.80 -0.12 6.4 19.0 Munder Funds Cl A: Oakmark n 140.36 0.70 5.9 28.3 StcksPLUSSmall 7.29 NA NA NA
MAPA p 29.00 -0.02 4.2 17.1
CapAppI 43.78 -0.15 11.4 15.0 RochAMTFrMuni 6.88 NA NA NA JPMorgan Inst Class: OakmrkInt n 25.72 -0.11 -4.2 -8.6 StkPlsLgDur 16.91 NA NA NA
FunLgCpCorA 69.80 0.16 11.8 19.8 TxFrBdA 9.35 -0.03 0.1 -4.3 MndrGwthOpptA p 54.76 0.19 15.9 37.4
DivGthI 35.01 -0.28 8.4 26.7 RochCAMuni 8.09 NA NA NA ValAdv L 37.85 -0.12 6.5 19.5 Select n 70.16 0.45 -0.4 17.6 StksPLS 12.91 -0.01 15.5 28.3
FunLgCpCorI 74.30 0.17 11.9 20.7 MainStay Fds I: Munder Funds Cl Y:
EmrgMktEqInv 17.05 0.05 9.2 -18.2 RochLmtTrNYMuni p 2.80 NA NA NA JPMorgan L Class: Oberweis Funds Instl: StPlTRInst r 12.45 -0.02 15.7 26.9
JHSTRSRIF: EpochGlb r 22.44 -0.20 9.5 21.6 MndrSCVClY p 35.00 0.54 0.4 14.2
EqIncI 20.34 -0.11 3.9 21.0 RochPAMuni 10.29 NA NA NA Oberweis 26.03 0.17 15.1 35.6 TotRetESG 7.54 -0.06 0.2 -10.6
StrIncA p 5.78 -0.02 -0.1 -4.4 Fl EmMktEq L 31.44 -0.07 5.7 -27.1 MacKaySTMuni 9.22 -0.01 0.7 1.2 Mutual Series:
FltRateI 7.78 -0.01 3.6 12.6 RoMu A p 15.24 NA NA NA Old Westbury Fds: TotRt 8.53 NA NA NA
John Hancock: MdCpVal L 37.33 -0.23 3.9 13.6 S&P500IdxA 60.75 -0.04 15.0 31.3 BeacnZ 16.22 -0.12 4.0 6.4
GrowOppI 59.47 -0.06 27.4 12.8 SenFltRtA 6.64 NA NA NA TRII 8.12 -0.05 0.1 -8.5
500Index1 57.41 -0.03 15.1 32.2 JPMorgan R Class: Mairs&Power: GlbDiscA 30.63 0.00 3.3 21.6 AlCpCore n 25.98 -0.04 12.7 22.0
InterValue 18.21 0.08 3.2 21.1 ShortTerm p 8.00 NA NA NA TrndsMgdFutStrgy 10.68 NA NA NA
BondI 13.32 -0.11 0.1 -8.4 CoreBond 10.11 -0.10 0.1 -6.9 MairsPwrBal n 106.16 -0.99 5.5 8.6 GlbDiscz 31.60 0.00 3.5 22.5 CreditIncomeFd n 7.89 -0.07 0.1 -8.9
IntlAlphaInv 17.84 0.06 7.1 2.6 SmCpEq p 14.09 0.22 5.5 -1.3 PIMCO Funds:
BondR6 13.35 -0.10 0.2 -8.0 CorePlusBd 7.12 -0.07 0.5 -6.5 MairsPwrGr n 167.49 -1.09 14.3 27.7 QuestA t 14.11 0.01 5.0 9.6 FixInc pn 9.99 -0.03 0.0 -4.6
MidCap 27.11 -0.03 0.8 -11.5 SmCpGr 27.45 0.31 7.9 -23.1
CapApprNAV 16.76 0.01 21.2 21.2 HighYld r 6.38 -0.03 2.7 5.0 Marsico Funds: QuestZ 14.39 0.01 5.1 10.4 LrgCpStr n 19.75 -0.05 13.8 11.5 IncomeFd 10.48 -0.06 1.4 1.3
MunOpptI 8.32 -0.01 1.0 -1.9 SmCpValA t 22.79 0.07 12.2 48.2
GblShrhYldI 11.51 0.00 8.2 20.1 MtgBckd 10.02 -0.09 0.5 -4.6 SharesZ 25.64 -0.08 4.5 13.1 MuniBd pn 11.41 -0.03 -0.9 -2.6 StcksPLUSIntlHdg 8.58 0.04 12.7 29.0
StrInc 7.76 -0.06 3.3 -1.6 SP AlphaA 7.61 0.21 22.2 89.4 Focus pn 28.73 -0.05 29.8 34.9
IntlGrwI 26.84 -0.08 8.8 -11.0 ShtDurBnd 10.69 -0.04 1.9 3.2 OWstbryNYMuBndFd n 9.76 -0.02 -1.0 -2.1 PIMCO Funds A:
WorldBond 9.93 -0.12 0.4 -0.3 SP IncomeA 5.78 0.12 17.2 76.6 Mass Mutual:
MdCpIdxI 20.76 0.00 5.9 12.5 SmCpEqR5 55.00 0.19 1.4 -0.2 N Sm&MdCapStrategi n 15.83 0.06 2.6 -13.6 AllAsset 10.99 NA NA NA
Hartford Funds Y: SP40 A 8.16 0.17 16.8 77.4 SelBluChipGroClI 24.12 0.06 21.5 25.5
Science&TechI 22.48 -0.06 24.8 22.2 SmCpVal 27.30 0.29 1.7 2.9 Optimum Funds Inst: HiYld 7.93 -0.01 2.1 3.5
Tech p 62.13 -0.02 19.6 7.7 MassMutual Premier: Nationwide Fds R6:
DiscpEq 54.22 -0.19 17.1 28.2 TotalStkMktIdxI 27.51 0.03 13.3 22.5 USEqR5 24.64 -0.03 15.9 35.6 Fixed Inc 8.16 -0.05 -0.5 -9.6 HiYldMuniBd 8.51 -0.04 2.5 -2.6
ComstkSel 34.52 0.11 7.4 31.7 CoreBdI 8.92 -0.07 0.8 -8.3 IntIdxR6 8.99 0.03 5.3 7.4
DivGthY 36.45 -0.28 8.4 26.8 VolGrw1 11.27 -0.01 7.2 7.1 USRechEnhEq 42.73 -0.04 16.4 37.5 Intl Eqty 12.62 0.02 6.2 -7.7 IncomeFd 10.48 -0.06 1.6 2.0
Invesco Funds C: MassMutual Select: Nationwide Funds:
IntlValY 18.69 0.08 3.3 21.2 John Hancock Class 1: JPMorgan R5 Class: LgCpGrwth 24.43 0.06 22.0 19.0 IntlBdUSH 9.81 NA NA NA
IntOppY 19.56 0.14 8.5 0.1 EqWtdC 67.56 -0.28 4.4 11.1 FocValI 18.05 -0.24 5.2 23.2 S&P500IdxIS 26.05 -0.02 15.0 31.7
BlueChipGrw 59.48 0.18 25.0 20.1 SR2030 R5 18.83 -0.02 6.5 6.1 LgCpVal 18.79 -0.09 7.5 21.3 InvstGrCrBd 8.88 NA NA NA
Hartford HLS Fds IA: RchHiYldMunC 6.85 NA NA NA IdxEqI 17.58 -0.01 15.1 32.8 Natixis Funds:
CapAppr 16.59 0.01 21.1 21.0 SR2040 R5 21.85 0.02 9.0 11.1 SmCpGrwth 13.39 0.11 7.6 -9.9 LowDurA 9.16 -0.01 1.4 -0.1
StlpathMLPAlphFd 4.71 0.10 16.8 72.9 MCGrEqIII 20.63 0.03 4.2 -1.3
Balanced 30.57 -0.02 6.3 13.1 LSAggr 14.30 0.03 9.2 7.0 JPMorgan Select Cls: InvGradeBdA p 9.75 -0.08 0.4 -4.6 SmCpVal 14.29 0.04 1.4 1.2 LowDurInc 8.00 -0.02 3.1 5.8
Invesco Funds Instl: MCpGrEqIIS 20.15 0.03 4.2 -1.6
CapApp 51.75 -0.26 12.4 19.0 LSBalncd 13.09 -0.08 5.3 3.0 InvGradeBdY 9.76 -0.08 0.7 -3.9 Osterweis Strat Income: MuniBdA 9.45 -0.03 1.3 -2.1
SmCpGrL 20.87 0.21 6.8 -23.3
DiscEqui 22.05 -0.08 16.9 26.8 SmCpGr 35.58 0.41 8.0 -22.3 PIMCITRetI 8.25 -0.07 -1.1 -10.1 LSGrowthY 27.19 0.06 17.0 33.6 RAEPLUS 17.60 NA NA NA
LSConserv 11.60 -0.15 1.5 -1.4 JPMorgPrm: OsterweisStrInc n 11.05 0.01 3.6 11.2
Div&Grwth 24.57 -0.12 8.6 27.0 Invesco Funds P: SCGrEqI 15.64 0.15 6.8 -6.3 USEqOppsA 40.77 0.35 11.0 24.5 RealRtnA 9.95 -0.04 1.0 -4.9
LSGwth 13.87 0.01 7.7 5.8 USEquity L 24.63 -0.03 16.0 35.6
IntlOpp 16.41 0.11 8.5 -0.1 Summit P p 27.54 -0.02 21.7 8.4 Matthews Asian Funds: Neuberger Berman Fds: PQ ShtTmA 9.64 0.00 3.1 8.3
LSModer 12.03 -0.11 3.4 1.1
MidCap 27.58 -0.04 0.8 -11.5 Invesco Funds R: RetLiv2025 9.03 -0.01 4.8 1.5 L IndiaInv nr 29.86 NA NA NA EqIncInst 13.38 -0.01 7.1 15.4 StksPLSTR 12.01 -0.02 15.5 25.4
SmCpGrwth 27.31 0.03 6.2 -11.7 Invesco 24.09 -0.09 2.8 -1.9 PacTigerInv nr 19.81 NA NA NA PACE Funds Cl P: TotRetA 8.53 NA NA NA
RetLiv2030 9.64 -0.01 6.1 2.3 FltRteIncInst 9.42 0.00 4.6 18.3
Stock 100.79 -1.63 4.3 19.7 Invesco Funds Y: RetLiv2035 10.12 -0.01 7.2 3.5 Laudus Funds: MergerFd: GenesInst 62.89 0.15 2.9 5.4 IntlEqty P 18.09 0.06 6.1 10.9 PIMCO Funds C:
TotRetBd 9.62 -0.05 0.5 -7.5 500InxY 58.80 -0.04 15.1 32.2 RetLiv2040 10.42 -0.01 8.4 5.2 USLgCpGr nr 25.98 0.08 22.7 19.5 MergerFundThe p 17.19 NA NA NA GuardianInst 28.56 -0.08 14.2 30.5 lcGEqty P 18.85 0.01 19.7 26.4 IncomeFd 10.48 -0.06 1.2 -0.2
UltraShBd 10.59 0.01 2.4 7.3 BalancedRiskAllY 9.21 -0.02 5.0 -2.9 RetLiv2045 10.36 0.00 9.4 6.8 Lazard Instl: Metropolitan West: HiIncBdInst 7.53 -0.01 3.0 2.4 lcVEqty P 20.82 0.06 7.0 24.1 PIMCO Funds I2:
Hartford Schroders: CoreBdY 5.59 NA NA NA RetLiv2050 12.16 0.00 9.9 7.7 EmgMktEq 18.54 NA NA NA IntmBdI 9.29 -0.04 0.0 -4.8 IntrinsicValInst 20.45 0.17 1.1 -7.0 StraFxd P 11.64 -0.06 0.8 -5.8
All Asset 11.02 NA NA NA
USMdCpOp I 19.15 -0.09 5.1 13.4 DevMktY 39.67 -0.01 2.7 -25.5 John Hancock Funds A: GlbLstInfr 15.00 NA NA NA LowDurBdI 8.25 -0.01 1.4 1.8 LCVal Inst 43.87 -0.08 6.3 8.7 Palmer Square: CommdtyRR 13.27 NA NA NA
Heartland Funds: DiscovY 116.80 1.96 12.8 -4.2 BalA 28.50 -0.08 9.6 15.5 IntlEq 17.11 NA NA NA TotRetBd n 8.92 -0.08 -1.1 -11.0 LgShInst 18.05 NA NA NA Income Plus 9.99 0.01 3.3 11.9 ComPLUSStrtgyFd 6.94 0.00 9.8 47.3
Val Inv n 46.04 NA NA NA EqWtdY 73.63 -0.28 4.9 14.5 BondA p 13.32 -0.11 -0.1 -9.2 IntStrtEq r 15.88 NA NA NA TotRetBdI 8.92 -0.08 -0.9 -10.4 MdCpGrInst 16.88 -0.04 12.4 -3.3 Parnassus Fds: EmgMkBd 8.38 NA NA NA
 48 BARRON’S July 1, 2024

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.
GNMAGvtSec 9.25 -0.09 0.0 -8.0 SuMuInt n 11.30 -0.03 0.0 -2.1 CoreFxInc n 9.64 NA NA NA FocEqY 69.25 0.08 9.9 21.1 PALTAdml n 10.78 -0.03 0.3 -2.5 IdxIntl 19.34 0.05 5.0 0.0 ShtT n 10.11 -0.02 1.0 1.4
HiYldMuniBd 8.51 -0.04 2.6 -2.0 TF Incom n 11.12 -0.01 4.0 -2.6 R EmMktInc n 6.47 NA NA NA GlbESGEq A 25.17 0.13 8.0 11.2 PrmcpAdml nr 179.90 1.27 15.1 29.8 ITTresIdx Inst 24.33 -0.16 -0.5 -7.8 ShtTBdA n 8.98 -0.01 2.7 6.0
Income 10.48 -0.06 1.7 3.0 TF Incom n 9.42 -0.02 0.9 -2.2 SelEqtyI n 32.88 NA NA NA MdCpGrwY 36.58 0.04 1.8 -0.3 RealEstatAdml n 118.82 -0.28 -3.1 -8.2 LTTresIdx Inst 24.52 -0.59 -5.0 -28.0 SmCpStk n 13.25 0.15 -0.1 -6.7
RBB Fund:
IntlBdUSH 9.81 NA NA NA TFSI n 5.43 -0.01 0.1 -0.1 TotRetBondI n 7.87 NA NA NA MdCpVal Inst 22.81 0.03 3.3 10.3 S&PSC600Idx 395.58 4.71 -0.7 -1.0 MdCpGrAdml n 98.77 -0.66 4.8 -1.2 Target Managed 10.55 0.00 10.7 8.7
InvstGrCrBd 8.88 NA NA NA TotIndex n 58.07 0.03 13.6 26.0 BPSmVal2Inst 26.74 0.40 3.0 7.5 Templeton Advisor: SmCapAdml n 104.60 0.06 3.1 1.3 MdCpVlAdml n 77.95 -0.71 4.9 14.4
SandsCapGrY 16.62 0.15 15.2 -16.8 TarRet2030 n 12.44 -0.01 5.9 7.9
LowDurInc 8.00 -0.02 3.2 6.8 U.S.EqResch n 54.48 0.00 17.1 37.9 RBC Funds: SmGthAdml n 87.93 0.48 3.8 -12.6 RUSS2000IdxInst313.91 2.96 1.8 -7.8
Frng Adv 8.01 -0.02 1.8 11.2 SmCoA p 5.78 0.02 3.6 6.5 TarRet2040 n 13.00 0.00 7.7 11.3
LwDur 9.16 -0.01 1.5 0.4 USLrgCpCore n 42.23 -0.20 18.5 35.5 AccCpCommInvI 7.55 NA NA NA The Bruce Fund: Touchstone Funds Gro: STBondAdml n 10.04 -0.01 1.0 -0.8 SmValAdml n 78.42 -0.25 2.5 12.2 TarRet2050 n 13.64 0.01 8.8 13.2
MuniBd 9.45 -0.03 1.4 -1.4 USTInter n 4.99 -0.02 -0.7 -11.0 RiverNorth Funds: STCorpIx n 20.97 -0.08 1.5 1.0 TotBd 9.48 -0.06 -0.7 -9.0 TarRetIncm n 10.69 -0.10 3.9 4.7
BruceFund n 506.53 NA NA NA MdCpY 53.57 -0.04 2.8 16.9
RealRtn 9.95 -0.04 1.2 -4.1 VABond n 11.22 -0.03 1.0 -2.6 RNDLIncomeI 8.75 NA NA NA Touchstone Strategic: STFedAdml n 10.04 -0.02 1.3 -0.8 TotBd2 9.36 -0.06 -0.7 -8.9 TaxExmInterINST 12.53 -0.03 0.8 -1.6
Third Avenue:
ShtTm 9.64 0.00 3.2 8.7 Value n 46.39 -0.09 10.6 20.2 Royce Funds: STIGradeAdml n 10.19 -0.01 1.6 1.1 TotIntlInstIdx r 129.39 0.36 5.1 0.3 VA Bd n 10.48 -0.02 0.7 -2.5
ValueInst 68.94 0.66 6.8 46.9 LagCapFoc A p 65.97 0.19 11.4 22.8
TotRt 8.53 NA NA NA Price Funds - Adv Cl: Oppty I nr 15.65 0.22 3.6 2.8 STIPSIxAdm n 24.12 -0.18 2.3 6.6 TotItlInstPlId r 129.42 0.36 5.1 0.4 ValueFd n 19.94 0.02 9.2 25.1
Thompson IM: Transamerica A:
PIMCO Funds Instl: BlChip p 180.57 0.53 24.7 18.5 PAMut I nr 9.59 0.06 4.5 14.9 STsryAdml n 9.76 -0.01 1.1 -0.7 TotSt 130.23 -0.34 13.5 25.3 VicAggFnd n 64.82 0.02 23.3 23.9
Bond n 10.19 -0.13 6.5 6.3 AsAlCnsrv p 10.37 -0.09 3.8 -2.0 STTresIdx n 19.27 -0.06 1.1 0.8 VANGUARD INSTL FDS:
ComPLUSStrtgyFd 7.06 0.00 9.8 47.8 CapAppA p 35.70 0.05 6.9 19.8 PremierI nr 11.64 0.00 1.0 10.9 Vicglobal 11.00 -0.01 9.5 18.6
Thornburg Fds: AsAIGrow p 14.85 0.00 11.2 10.2 TotBdAdml n 9.48 -0.06 -0.6 -8.7
DynamicBd 9.79 -0.02 2.6 1.7 Growth p 100.42 0.40 20.4 7.9 SpecEqI nr 16.81 0.10 -1.4 12.1 BalInst 47.39 -0.35 7.9 11.3 SustWld n 30.09 0.04 13.0 18.2
GNMAGvtSec 9.25 -0.09 0.1 -7.7 IncBuildA t 25.36 -0.01 8.4 25.5 AsAlMod p 11.61 -0.02 5.5 1.1 TotIntBdIdxAdm n 19.41 -0.14 -0.5 -5.8 DevMktsIndInst 15.86 0.07 4.4 4.7 CorePlus INSTL 9.07 -0.07 0.6 -5.3
R2020A p 18.55 -0.01 5.5 4.1 TotRet I nr 7.48 0.07 1.4 14.6
IncomeFd 10.48 -0.06 1.8 3.3 R2030A p 25.23 -0.01 6.8 5.6 IncBuildC p 25.32 -0.01 8.0 22.7 AsAlModGr p 12.97 -0.02 7.9 4.8 TotIntlAdmIdx nr 32.36 0.09 5.1 0.3 DevMktsInxInst 24.79 0.11 4.4 4.7 Growth Fd INSTL 38.28 0.08 20.2 25.7
RS Funds:
InflRespMulAsset 8.16 NA NA NA R2035 20.63 0.01 7.9 7.3 IntVal I 27.80 0.09 11.2 4.9 Balanced 34.62 -0.02 9.3 15.9 TotStAdml n 130.25 -0.37 13.6 25.7 EmMkInst r 27.76 -0.04 7.3 -11.1 Income Fund INST 11.34 -0.10 0.9 -6.0
CoreEqVIP 49.54 0.09 14.0 30.9 IntValA p 26.66 0.10 11.0 4.0 Trust for Professional Ma:
Pioneer Funds A: R2040A p 29.71 0.03 8.9 8.6 TxMBal nr 43.56 -0.29 6.9 13.5 EuroInst 35.50 -0.25 5.3 9.0 IncStkFd Instl 19.55 -0.16 7.8 27.1
Russell Funds S: LtdTIn 12.80 -0.04 1.7 -0.2
AMTFreeMuniA p p 12.98 -0.04 -0.8 -10.3 Ret2045-A p 21.61 0.04 9.6 9.9 PerfTrstMuniInst22.89 -0.05 0.2 -3.2 TxMCapAdml n 280.22 -0.99 14.1 29.0 ExDurTrsInst 21.73 -1.03 -9.3 -40.8 IntlFd INSTL 27.45 0.15 6.1 7.1
Ret2050-A p 18.29 0.03 9.8 10.4 EmerMkts 16.41 -0.03 8.7 -16.5 LtdTIncI 12.81 -0.03 1.9 0.7 PrfTrtStrtBd Ins 19.59 -0.09 1.4 -4.5 TxMIn nr 15.84 0.07 4.4 4.6 ExtndInst 128.04 0.77 3.3 -7.6
BondA 8.22 -0.06 0.0 -8.7 Short-Term INSTL 8.97 -0.01 2.8 6.3
Price Funds - R Cl: GblEq 10.25 0.01 10.6 19.9 LtdTMu I 13.46 -0.03 -0.1 -0.7 Tweedy Browne Fds: TxMSC nr 86.52 0.63 -0.8 -0.8 FTAlWldIst r 115.46 0.35 5.5 1.1
CoreEqA 22.28 0.13 7.3 14.8 Value Fund INSTL 19.96 0.03 9.3 25.3
IntlDvMkt 42.41 -0.01 2.5 3.1 LtdTMuA 13.46 -0.03 -0.3 -1.4 USGroAdml n 174.67 0.75 19.1 5.3 FTScinst 37.43 0.02 15.5 29.0
DiscGrA 18.06 0.21 10.8 24.8 BlChipR p 169.37 0.49 24.6 17.6 GblValue n 28.93 -0.09 5.7 12.2 Virtus Equity Trust:
InvGrdBd 18.16 -0.10 -0.3 -11.1 Thrivent Funds A: UtilIxAd nr 74.13 -1.29 9.5 15.2 GrwthInst 192.33 0.09 20.5 32.9
EqIncA 30.89 0.15 3.5 11.7 ExtIndex nr 31.11 0.28 3.3 -7.0 Value n 19.38 0.01 4.6 15.7 SmCapSusI 31.87 NA NA NA
MdCapVa 23.70 0.04 2.5 18.1 StratBd 9.13 -0.05 -0.7 -11.3 DivrIncPlus 6.94 -0.05 2.8 0.4 ValAdml n 62.59 -0.58 8.7 26.2 InPrSeIn 9.32 -0.15 0.8 -4.0
GrowthR p 95.01 0.37 20.2 7.1 StratGrA p 21.06 NA NA NA
PioFdA 43.34 0.20 19.1 34.5 R2020R p 18.23 -0.02 5.3 3.3
TaxExBd 21.93 -0.03 0.4 -1.0 LgCpGwth p 17.81 0.04 19.3 23.6 U WdsrllAdml n 82.95 0.04 10.0 25.6 InstIdx 449.24 -1.86 15.3 33.2 VirtusFunds:
SelMCGrA 47.33 0.24 11.9 -11.0 TMUSMdSmCp 39.51 0.18 1.5 -2.3 LgCpStk 28.30 0.05 9.6 13.8 WellsIAdml n 60.49 -0.33 2.0 2.9 InstPlus 449.23 -1.87 15.3 33.3
R2030R p 24.85 -0.01 6.7 4.9 CeredexMdCpVlEqI 12.33 NA NA NA
TxMngUSLgCp 80.04 0.06 13.6 25.6 MidCapStk 30.12 0.02 4.3 6.3 Ultimus: WelltnAdml n 76.44 -0.13 8.3 15.0 InstTStIdx 92.77 -0.27 13.6 25.8
StratIncA p p 9.38 -0.06 1.1 -4.6 R2040R p 29.33 0.04 8.8 7.8 RCMGrowthA 84.71 NA NA NA
Pioneer Funds Y: USSmCpEq 27.13 0.34 2.6 -0.5 MuniBd 10.25 -0.03 0.6 -4.0 LyricalUSVlEqI 23.95 -0.23 4.5 17.6 WndsrAdml n 74.58 -0.13 4.1 24.6 InstTStPlus 92.75 -0.26 13.6 25.8
Ret2025-R p 16.20 -0.01 5.8 3.8 RCMTechI 83.45 NA NA NA
Rydex Dynamic Fds: SmCapStk p 22.51 0.09 4.6 8.0 UM Funds: VANGUARD FDS: ITBdInst 10.12 -0.06 -0.5 -8.7
BondY 8.13 -0.06 0.1 -7.8 Ret2035-R 20.24 0.00 7.7 6.4 VirtusFunds Cl A:
PionFdY 44.30 0.21 19.2 35.7 Ret2050-R 18.01 0.03 9.6 9.5 NasdaqStratH p 542.45 NA NA NA Thrivent Funds S: BehavVal 81.16 0.54 1.8 20.8 CAIT n 11.31 -0.03 -0.1 -1.1 ITBdInstPI 10.12 -0.06 -0.5 -8.7
Rydex Investor Class: BehavValA t 78.33 0.51 1.6 19.5 CALT n 11.43 -0.04 0.3 -2.4 LaCapInst 518.93 -1.79 15.1 30.2 MulSStA p 4.48 NA NA NA
StratIncY p p 9.38 -0.06 1.3 -3.5 PRIMECAP Odyssey Fds: LgCpStk n 28.75 0.05 9.7 14.9
CapOp nr 87.20 0.18 12.3 18.9 LTBdInst 10.64 -0.20 -4.0 -23.0 RCMTech 58.01 NA NA NA
ShortTermIncY 8.81 -0.01 2.7 6.5 AggGrowth r nr 45.39 -0.06 5.8 -2.2 NasdaqInv n 82.73 -0.08 16.8 33.7 LgCpVal n 29.79 0.03 7.2 26.5
MidCapStk n 35.69 0.02 4.4 7.1 V DivdGro n 38.12 -0.90 4.4 20.7 LTCorplxinst 25.19 -0.51 -3.3 -19.0 TactAllA p 11.32 NA NA NA
Price Funds: Growth r nr 39.42 -0.15 7.3 14.9
ST DivrEq n 49.18 0.06 11.9 16.7 MidCpInst 66.24 -0.52 4.9 6.6 VirtusFunds Cl I:
2050RetFd n 18.57 0.03 9.9 11.2 Stock r nr 39.31 0.22 12.1 27.0 OppIncmPl n 8.92 -0.04 1.4 -0.3
VALIC:
TIAA-CREF/Instl Cl: EmgMktSelStk n 21.97 -0.03 6.3 -14.2 MidCpIstPl 326.69 -2.55 4.9 6.6 EmMktI 7.13 NA NA NA
Balnanced n 26.97 -0.17 8.1 10.0 Principal Investors: Schwab Funds: CoreVal 11.89 -0.02 7.3 20.5
CoreBond Inst 9.06 NA NA NA Energy nr 48.70 0.50 8.7 58.6 PacInst 14.03 0.26 3.3 -2.4 IntSmCapI 18.42 NA NA NA
BdEnhIdx nr 9.49 -0.07 -0.4 -9.3 CapApprA p 77.49 NA NA NA FrgnVal 10.48 0.04 7.0 3.9
1000 Inv nr 117.10 0.01 14.4 28.3 CorePlsBd 9.09 NA NA NA EqInc n 42.45 -0.06 7.0 25.1 RealEstaInstl 18.39 -0.04 -3.0 -8.1 MulFII 9.05 NA NA NA
BlChip n 186.49 0.55 24.9 19.4 ConBalA p 12.25 NA NA NA GlobEq 6.36 0.00 11.2 -14.9
Balanced n 16.86 NA NA NA TIAA-CREF/Retail Cl: Explr n 114.80 0.16 3.4 -2.8 Rs1000GrwIdxInst721.32 0.16 20.6 37.8 MulSStI 4.49 NA NA NA
Communica&Tech n 144.69 0.46 21.1 -2.5 EqIncIA p 39.84 NA NA NA SysCore 31.34 -0.04 13.5 25.4
CATxFrBd n 11.07 -0.02 0.4 -2.2 EXPValFd n 44.67 0.31 3.8 8.1 Rs1000Vl IdxInst298.99 -2.16 6.6 17.4 QualitySmCapI 23.70 NA NA NA
DivGro n 77.37 -0.59 9.8 25.7 FlIncA p 11.90 NA NA NA EqIdx 38.94 0.03 13.4 25.2 IntlEq 8.24 0.02 5.2 6.4
CoreEq n 23.36 -0.04 16.3 30.5 FTAlWldInAdml n 36.42 0.11 5.5 1.0 Russ1000IdxInst476.74 -1.53 14.2 28.5 SmCpCorI 53.51 NA NA NA
DvsfMCGr n 43.06 -0.02 8.1 1.8 HighYldA p 6.72 NA NA NA Gro&Inc 26.34 -0.10 19.6 34.9 LgCpGro 20.17 -0.30 10.8 24.4
DivEqSel n 14.95 -0.09 5.9 16.9 GlbCapCyl Inv nr 13.04 0.05 6.6 33.6 Russ3000Idx 464.20 -1.18 13.5 26.0 Vivaldi Merger:
EmMktS n 34.63 0.09 0.0 -32.4 HiYld IN 8.18 NA NA NA LrgCpGro 27.89 0.11 18.7 19.2
FunIntlLgInst nr 10.96 0.09 4.4 14.8 MdCpStGr 18.72 0.03 9.5 8.0 GlbEq n 35.53 0.03 8.8 4.3 SmCapInst 104.59 0.05 3.1 1.3 Arbitrage Fund 10.95 NA NA NA
EqInc n 36.00 -0.30 8.0 21.8 InfPro IN 7.75 NA NA NA LrgCpGrRet 27.75 0.12 18.8 19.3
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

FunUSLgInst nr 26.47 0.02 9.1 30.1 MidCpIdx 26.03 0.00 6.0 12.6 GloMinVolFdAdm n 30.67 -0.03 8.9 17.2 SmCapIstPl 301.89 0.14 3.1 1.4 Voya Fds:
EqIndex n 143.61 -0.50 15.2 32.6 LgCpStA p 26.93 NA NA NA MgdAlloc 12.46 -0.02 7.1 5.1
HlthCare n 27.66 -0.10 9.1 15.9 SciTech 30.78 0.14 24.8 19.9 GNMA n 9.10 -0.08 -1.0 -7.6 SmGthInst 70.41 0.38 3.8 -12.6
Europe n 25.54 -0.17 6.6 1.1 LgIndxI 26.95 NA NA NA SocChEq 24.60 -0.07 11.6 22.0 InmdBdI 8.67 NA NA NA
InflProSel n 10.13 -0.17 -0.5 -5.2 SmCpIdx 15.00 0.19 1.5 -9.0 GroInc n 64.41 -0.29 17.0 34.8 SmValInst 43.83 -0.14 2.5 12.3
FinSvcs n 39.32 0.09 11.2 24.0 LgIndxJ tn 26.55 NA NA NA TIAA/CREF Funds: TRPGrEqI 102.89 0.42 20.9 9.4
IntI Sel nr 23.78 0.06 5.4 8.0 SocAware 24.86 0.09 5.1 6.2 HlthCare nr 220.09 2.70 8.3 16.2 STBdIdxInstPl 10.04 -0.01 1.0 -0.7
GlbStk n 66.14 0.41 15.4 4.2 LT2020 In 12.51 NA NA NA BdIdxInst 9.51 NA NA NA
IntlMstr nr 20.47 -0.03 2.6 -16.0 StckIdx 54.96 -0.03 15.1 32.1 HYCor nr 5.37 0.00 2.1 5.2 STBDInst 10.04 -0.01 1.0 -0.7 WXYZ
GlbTech n 19.74 0.02 26.0 -17.8 LT2020J tn 12.40 NA NA NA EqIdxInst 38.22 0.02 13.5 26.2
MT AllEq n 23.79 NA NA NA ValUltra 16.13 -0.03 22.8 24.3 InflaPro n 11.66 -0.17 0.8 -4.3 STCorpIxInst p 25.67 -0.10 1.5 1.1
GMS-fd n 9.90 -0.03 1.4 -4.1 LT2030In 14.19 NA NA NA EqIdxRet 38.81 0.02 13.4 25.2
MT Bal n 19.78 NA NA NA Value Line Funds: IntlExplr n 17.11 0.00 0.5 -16.4 STIGradeInst 10.19 -0.01 1.6 1.2 Wasatch:
Growth n 104.36 0.42 20.5 8.7 LT2030J tn 14.12 NA NA NA Gr&IncInst 15.51 -0.06 19.7 35.9
MT Gro n 26.58 NA NA NA Fund n 33.82 -0.40 4.9 28.7 IntlGr n 34.49 -0.21 7.7 -20.7 STIPSIxins 24.14 -0.18 2.3 6.7 CoreGr n 87.15 0.00 1.0 -1.9
HelSci n 94.88 0.97 7.9 0.7 LT2040I 16.30 NA NA NA Gr&IncRet 16.08 -0.06 19.6 35.0
S&P Sel n 84.26 -0.05 15.3 33.3 VANGUARD ADMIRAL: IntlVal n 41.44 -0.21 2.7 2.6 STTresIdx 24.21 -0.08 1.2 0.9 MicCap n 7.39 0.09 8.0 -27.9
HiYield n 5.85 0.00 2.1 4.9 LT2040J tn 16.08 NA NA NA HgYldInst 8.66 NA NA NA
ITIGrade n 8.51 -0.05 0.2 -6.5 TotBdInst 9.48 -0.06 -0.6 -8.7 SmCapGr n 36.20 0.21 0.0 -29.6
InstEmMEq 32.02 0.09 0.0 -32.2 LT2050I 17.28 NA NA NA SmCp Sel nr 33.08 0.43 1.8 -7.8 400MCpIdxInst395.28 -1.52 6.1 13.7
InflLkdBdInst 10.42 0.00 1.6 1.5 TotBdInst2 9.36 -0.06 -0.6 -8.7
InstFLRfd r 9.46 0.01 4.4 18.9 SmCpEqSel nr 20.83 0.25 3.9 11.9 500Adml n 503.76 -2.07 15.3 33.2 ITTsry n 9.76 -0.04 -0.3 -7.7 SmCapV n 10.82 0.12 5.7 12.5
LTStratI 11.29 NA NA NA IntlEqIdxInst 23.07 0.06 5.5 8.2 TotBdInstPl 9.48 -0.06 -0.6 -8.6
InstHiYld 7.75 0.00 2.2 5.5 Trgt2030 nr 16.48 NA NA NA BalAdml n 47.38 -0.35 7.9 11.3 LifeCon n 20.84 -0.21 3.6 1.0 UltraGr n 31.56 0.03 -0.6 -32.8
MdGrIII Inst 11.55 NA NA NA IntlEqIdxRet 23.65 0.06 5.4 7.5 TotIntBdIdxInst 29.13 -0.20 -0.5 -5.7
LifeGro n 44.30 -0.43 8.0 10.1 WCM:
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

LgCapGow I 79.91 0.32 21.5 21.3 MdValI In 17.24 NA NA NA Trgt2040 nr 18.09 NA NA NA IntlEqInst 14.08 0.16 8.3 5.2 CAITAdml n 11.31 -0.03 0.0 -0.9
LifeInc n 15.17 -0.19 1.5 -3.5 TotStInst 130.27 -0.37 13.6 25.7
InstLCCoreGr 74.90 0.23 25.0 20.1 MidCpBldA 39.63 NA NA NA TSM Sel nr 91.99 0.06 13.6 25.7 CALTAdml n 11.43 -0.04 0.3 -2.1 FcusEmgMk Inst 14.14 0.00 5.5 -29.9
LC2020Ret 13.29 -0.02 5.1 3.4 TtlWrldIxInst p 229.71 0.33 10.4 15.5
LgCpVal 24.19 -0.08 7.8 20.4 TxFrBd n 10.95 -0.02 0.3 -2.4 LifeMod n 31.84 -0.40 5.8 5.5 FocInterGrFdInv 24.72 -0.03 10.1 -5.1
PreSecI 9.05 NA NA NA LC2025Ret 14.20 -0.02 5.7 4.2 CapOpAdml nr 201.29 0.43 12.3 19.2
LTIGrade n 7.66 -0.13 -3.5 -20.3 TxMCaInst r 139.22 -0.50 14.1 29.1
InstSmCap 26.83 0.23 0.8 -7.1 PtrLGI In 20.31 NA NA NA USSmCoIdx nr 16.52 0.13 -0.1 5.4 CoDilxAd n 161.70 -0.08 3.0 2.8 WCM Focus Funds:
LC2030Ret 15.10 -0.02 6.6 5.7 TxMSCInst r 86.72 0.63 -0.8 -0.7
IntDis n 65.35 0.17 3.7 -20.9 Segall Bryant & Hami: LTTsry n 8.18 -0.17 -4.9 -28.2
PtrLV In 19.24 NA NA NA LC2035Ret 16.21 -0.01 7.7 7.7 CoStIxAd nr 100.16 -1.33 7.6 20.4 GlobalGrowthFund 25.39 0.01 16.2 8.2
MATxEx n 10.12 -0.04 0.3 -3.4 ValueInst 62.59 -0.58 8.7 26.2
IntEqIdx nr 16.45 0.05 5.4 7.5 RealEstSecI 26.80 NA NA NA SmallCapVal Inst 13.95 0.04 0.9 -2.0 LC2040Inst 11.10 0.00 9.1 11.1 DivAppIdxAdm n 49.55 -0.59 8.2 25.5 WCMFocIntlGrwIns 25.10 -0.04 10.3 -4.4
MidCpGro pn 24.41 0.04 4.9 -8.6 Victory Funds:
IntlStk n 19.91 0.05 4.2 -4.0 SAMBalA p 16.42 NA NA NA SEI Portfolios: LC2040Ret 17.32 0.01 9.1 10.3 EMAdmr n 36.51 -0.06 7.3 -11.2 Weitz Funds:
MCapVal n 33.74 -0.02 8.1 27.9 MuHY n 10.69 -0.02 1.7 -2.1 EstValA 48.22 -0.32 4.5 20.2
SAMGrA p 19.49 NA NA NA CoreFxIn F 9.38 -0.08 -1.0 -10.9 LC2045Ret 13.98 0.01 9.9 11.6 EnergyAd nr 63.81 1.17 10.5 90.3 CorPluInc Inst 9.56 -0.07 1.0 -2.2
MCEqGr 65.13 0.08 3.5 0.4 MuInt n 13.55 -0.04 0.0 -1.2 EstValI 48.26 -0.36 4.7 21.4
SmCpBldIN 27.43 NA NA NA EMktDbt F 8.54 NA NA NA LCIdx2010Inst 16.77 -0.04 4.0 2.9 EnergyAdml nr 91.39 0.94 8.7 59.0 ShtDurIncInst 11.88 -0.01 2.5 5.8
MD Bond n 10.08 -0.02 1.2 -1.8 MuLong n 10.85 -0.04 0.3 -2.8 EstValR p p 47.29 -0.29 4.4 19.5
StrGrw A p 22.63 NA NA NA HiYld F 5.30 0.00 3.2 5.4 LCIdx2020Inst 19.45 -0.04 5.0 4.5 EqIncAdml n 88.94 -0.13 7.1 25.4 ValueInv n 54.21 0.03 5.1 13.3
MidCap n 103.51 0.11 3.5 0.6 MuLtd n 10.78 -0.02 0.6 1.7 LgCpAlphaA 61.03 0.11 13.7 29.5
ProFunds Inv Class: IntlEmg F 11.23 NA NA NA LCIdx2025Inst 21.75 -0.04 5.5 5.6 EuropeAdml n 83.26 -0.58 5.3 8.9 Western Asset:
N Asia n 16.97 0.05 7.3 -24.9 MuSht n 15.72 -0.01 1.2 4.2 SmCoOppI 47.40 0.05 -2.1 8.5
UltNASDAQ-100 n 107.60 NA NA NA IntlEq F 12.28 NA NA NA LCIdx2035Inst 26.45 -0.03 7.3 9.3 ExplrAdml n 106.78 0.15 3.4 -2.4 Victory Port: CoreBondA 10.52 NA NA NA
N Inc n 7.88 -0.05 -0.7 -10.6 NYLT n 10.84 -0.04 0.2 -2.9
Putnam Funds: IntMuni F 11.07 -0.02 0.5 -2.6 LCIdx2040Inst 28.66 -0.01 8.5 12.0 ExtndAdml n 128.05 0.77 3.3 -7.6 CoreBondI 10.52 NA NA NA
NAmer n 75.82 0.14 18.6 26.5 OHLTte n 11.64 -0.03 0.4 -3.7 IntegSmCap R6 35.34 0.54 0.5 14.6
GrOpp R6 72.19 -0.12 22.0 35.7 LgCapGr F 47.47 -0.06 20.0 31.3 LCIdx2045Inst 30.10 0.01 9.3 13.6 FinIxdAd nr 50.04 -0.13 9.2 18.0 CoreBondIS 10.54 NA NA NA
New Era n 39.89 0.48 7.1 25.6 Primcp nr 173.63 1.22 15.0 29.5 RS Global Fd Y 23.17 0.03 13.4 26.6
Putnam Funds Class A: LgCVal F 26.10 -0.01 7.0 17.8 LifeStkIdx 44.46 0.03 13.5 26.1 GNMAAdml n 9.10 -0.08 -0.9 -7.3 PrmcpCor n 35.93 0.12 13.2 27.8 CorePlusBdA 9.22 NA NA NA
NHoriz n 54.53 0.46 -3.0 -26.2 FloatRate Cl Y 8.02 NA NA NA
CATx p 7.38 -0.02 1.4 -2.7 MgdVol F 14.83 -0.09 6.0 15.1 LrgCpGrIdxInst 62.55 0.11 20.7 37.8 GroIncAdml n 105.09 -0.53 17.1 35.1 SelValu nr 29.33 -0.02 1.5 25.9 CorePlusBdI 9.23 NA NA NA
OverS SF nr 13.01 0.09 4.3 3.7 Market Neutral I 8.47 -0.02 -1.2 7.7
DvrIn p 5.43 -0.01 1.8 -3.4 S&P500 F 97.68 -0.06 15.1 32.3 LrgCpGrIdxRet 63.06 0.10 20.5 36.7 GrwthAdml n 192.32 0.09 20.5 32.8 STAR n 28.09 -0.35 5.6 2.8 CorePlusBdIS 9.23 NA NA NA
QMUSSmCpGrEq n 44.14 0.30 7.7 5.3 SSfnd 47.31 0.04 -2.1 8.6
DynAABalA 16.66 -0.02 10.5 13.4 ShtGov F 9.94 -0.01 1.6 0.6 LrgCpGrInst 28.09 0.12 18.9 20.2 HltClxAd nr 133.20 -0.76 6.9 12.1 STIGrade n 10.19 -0.01 1.5 0.8 IntermTermMuniA 6.05 -0.02 0.6 -1.2
SpectConsAllo n 19.52 -0.14 5.2 3.1 VsycamoreFnd 48.29 -0.35 4.7 21.5
DynAAGthA 20.47 0.00 13.0 18.1 TaxMgdLC F 36.68 -0.15 9.5 22.7 LrgCpVl IdxInst 24.56 -0.05 6.6 17.5 HlthCareAdml nr 92.81 1.14 8.3 16.4 StratgcEq n 36.36 0.12 5.8 18.8 IntermTermMuniI 6.05 -0.02 0.9 -0.8
SpectModerAllo n 24.37 -0.15 6.9 4.2 TrivIntlSmCap 15.09 0.01 4.6 -7.2
PutLargCap p 35.01 0.04 14.0 37.0 TaxMgdSmMdCp F25.88 0.24 5.9 4.5 LrgCpVl IdxRet 25.06 -0.05 6.5 16.6 HYCorAdml nr 5.37 0.00 2.1 5.5 StrSmCpEqInv n 38.82 0.50 3.7 15.1 ManagedMuniA 15.00 -0.05 1.0 -2.8
SpectModerGwAllo n 40.06 0.03 8.9 6.3 Victory Portfolios I:
PutFocIntEq p 15.23 0.10 4.3 0.6 LrgCpVl Inst 21.76 -0.05 9.0 25.6 InfProAd n 22.88 -0.36 0.8 -4.1 STTsry n 9.76 -0.01 1.0 -1.0 ManagedMuniI 15.03 -0.04 1.1 -2.2
R2005 n 12.05 -0.01 4.7 3.4 Selected Funds: 500Indx Reward n 69.47 -0.20 15.1 31.3
GeorgePutBal 25.24 -0.04 10.8 17.7 LrgCpVlRet 21.65 -0.05 8.8 24.7 InfTechIdx n 295.12 -0.43 19.5 48.5 TgtRe2020 n 27.92 -0.05 3.9 2.8 SMAShCrPlCp n 5.92 NA NA NA
R2010 n 15.28 -0.01 5.0 3.9 AmShD n 41.16 0.31 14.8 17.2 CA Bd n 10.37 -0.03 0.2 -2.6
GlbHlthCare p 63.49 0.11 10.0 26.1 MdCpGrInst 20.32 0.00 2.2 -22.6 IntlGrAdml n 109.72 -0.67 7.8 -20.4 TgtRe2025 n 19.32 -0.03 5.1 4.5 SmashSerC n 9.13 -0.07 -0.4 9.0
R2015 n 12.66 0.00 5.3 4.6 AmShS pn 41.03 0.30 14.6 16.1 CapGr n 13.69 -0.01 13.0 24.5
GrOpp p p 66.38 -0.11 21.8 34.3 MdCpVl Inst 17.74 0.02 7.8 18.2 ITBondAdml n 10.12 -0.06 -0.5 -8.8 TgtRe2030 n 37.61 -0.04 6.0 6.2 SmashSerM n 7.56 NA NA NA
R2020 n 18.77 -0.02 5.6 4.9 Shelton Funds: CorePlusInterR6 9.07 -0.07 0.6 -4.8
HiYld A p 5.29 0.00 2.9 3.0 MdCpVlRet 17.56 0.02 7.7 17.3 ITCorpIx n 21.49 -0.18 0.2 -6.5 TgtRe2035 n 23.64 -0.02 6.9 8.0 Westwood Quality Sma:
R2025 n 16.66 -0.01 6.0 5.4 CoreVal n 16.90 -0.38 9.9 24.0 CrnrsMod n 15.29 -0.10 4.9 3.4
Incm p 5.21 -0.02 0.9 -9.6 QuantSmCpEqInst 18.77 0.26 6.7 8.8 ITIGradeAdml n 8.51 -0.05 0.3 -6.2 TgtRe2040 n 42.32 0.00 7.7 9.8
R2030 n 25.60 0.00 6.9 6.5 SmeadFds: CrnstModAggr n 27.30 -0.04 6.0 5.8 WwQalSmallCapI 20.17 0.33 -1.6 5.3
IntlEq p 26.40 0.15 5.1 5.3 QuantSmCpEqRet 18.00 0.25 6.6 8.0 ITsryAdml n 9.76 -0.04 -0.3 -7.4 TgtRe2045 n 28.92 0.01 8.5 11.5
R2035 n 20.81 0.01 8.0 8.1 ExtMktIn n 21.15 0.16 1.5 -3.7 Williamsburg Invst T:
NYTx p 7.96 -0.02 0.4 -3.5 SmeadValueInstl80.64 0.86 5.8 32.8 RealSecInst 16.82 0.23 -2.9 -11.2 ITTresIdx n 19.60 -0.13 -0.5 -7.8 TgtRe2050 n 48.46 0.04 9.0 12.7
R2040 n 30.13 0.03 9.0 9.4 GovSecFd INSTL 8.72 -0.05 0.0 -4.4 DavPrtSmCapFoFd n 16.82 0.05 -1.8 12.8
Research p 52.82 0.05 17.7 36.5 SoundShoreInv n: RealSecRet 17.71 0.25 -3.1 -11.8 LarCapAd n 126.08 -0.44 15.1 30.2 TgtRe2060 n 49.82 0.03 9.0 12.8
RealEst n 11.56 0.03 -3.4 -4.2 Gr&Inc n 26.35 -0.08 13.9 27.9 Wilmington Funds:
ShtDurBd 9.75 0.00 2.1 3.4 SoundShoreInv n 44.47 -0.28 13.5 25.5 S&P500IdxInst 59.99 -0.03 15.3 33.2 LTGradeAdml n 7.66 -0.13 -3.4 -20.1 TgtRet2055 n 54.07 0.04 9.0 12.7
Ret2025A p 16.51 -0.01 5.9 4.6 Gr&TxStr n 26.91 -0.18 8.6 12.5 BroadMktBdInst 8.60 -0.06 -0.7 -8.0
SmCapGr p 68.79 0.95 15.0 8.7 Sprott Funds Trust: S&P500IdxRet 59.48 -0.04 15.1 32.2 LTsryAdml n 8.18 -0.17 -4.8 -28.0 TgtRetInc n 13.24 -0.14 3.0 1.4
Ret2045 n 21.85 0.04 9.7 10.7 Grwth n 38.37 0.08 20.1 25.6 Intl Inst 9.05 0.02 6.8 -4.6
StDurInc 10.09 NA NA NA ShTrmBdInst 9.99 NA NA NA LTTresIdx n 19.32 -0.47 -5.0 -28.0 USGro n 67.40 0.29 19.0 4.9
Ret2045R 21.21 0.04 9.4 9.1 GoldEq Inv p/r tn 46.75 -0.93 9.5 -5.8 HiIncm n 6.76 -0.03 1.5 3.8
SmCpBl IdxInst 23.11 0.31 1.8 -7.7 LgCpStrInst 31.23 0.00 14.1 28.1
Ret2055 n 19.48 0.03 9.9 11.1 SustainLdrsFd p 129.24 -0.64 19.4 25.7 SSgA Funds: MatIdx nr 98.19 -1.48 2.2 13.1 WellsI n 24.97 -0.14 1.9 2.6 Inco n 11.35 -0.10 0.9 -6.1
SmCpBl IdxRet 23.21 0.30 1.6 -8.4 RoxSCG Inst 66.53 1.10 17.1 5.3
Ret2055 19.25 0.04 9.9 10.3 TFHY 11.64 -0.02 3.8 -1.9 SP500 n 258.12 -0.99 15.2 32.8 MidCpAdml n 299.86 -2.34 4.9 6.5 Welltn n 44.27 -0.08 8.2 14.7 IncStk n 19.59 -0.15 7.9 27.0
SocChEqInst 28.78 -0.08 11.8 22.9 Wm Blair Funds Cl I:
RetBal Inc n 13.23 -0.01 4.6 3.7 TxEx p 7.83 -0.02 1.1 -2.9 State Street Institu: MrgBkdIdx n 18.05 -0.21 -0.8 -8.3 Wndsr n 22.13 -0.04 4.1 24.2 Intl n 27.55 0.14 6.0 6.9
Putnam Funds Class Y: SocChEqRet 29.35 -0.09 11.6 22.0 MuHYAdml n 10.69 -0.02 1.7 -1.8 WndsrII n 46.77 0.03 10.0 25.3 IntlGthI r 29.99 0.03 4.6 -13.6
SciTec n 50.89 -0.18 26.7 15.0 SmCapEq (ICL) 17.43 0.10 1.4 2.2 IntmTerm n 12.53 -0.03 0.8 -1.7
Tocqueville Funds: VANGUARD INDEX FDS: SmCapGr r 35.20 0.42 7.8 -2.6
Sht-Bd n 4.55 -0.01 1.8 1.6 GrOpp Y 71.28 -0.11 21.9 35.3 MuIntAdml n 13.55 -0.04 0.0 -1.0 LgTerm n 12.11 -0.03 1.2 -3.8
State Street V.I.S.: Tocqueville n 47.28 -0.35 12.8 26.8 SmCapValI 29.16 0.34 -2.0 -0.1
SmCap n 52.23 0.67 0.5 -2.2 Incm 5.34 -0.02 1.0 -9.0 MuLTAdml n 10.85 -0.04 0.3 -2.6 500 503.85 -1.95 15.2 32.8 Nasdaq100 n 49.34 -0.03 17.3 37.1
TR V.I.S. Cl 1 15.73 NA NA NA Tortoise Capital: MuLtdAdml n 10.78 -0.02 0.6 1.9 SmMidI r 28.67 -0.13 1.3 -8.4
SmCapStk n 58.40 0.50 0.7 -7.3 PutLargCap 35.01 0.03 14.2 38.0 AWxUSSCIst 223.80 0.10 2.5 -6.7 Nasdaq100InINSTL 49.39 -0.04 17.2 37.0
TR V.I.S. Cl 3 15.70 NA NA NA MLP&EgyInc Inst 8.35 0.18 12.7 52.2 MuShtAdml n 15.72 -0.01 1.2 4.4 Wm Blair Funds Inst:
SpecGr n 25.82 0.02 11.1 14.9 ShtDurBd 9.76 0.00 2.2 4.1 EmgMktInstPl 92.33 -0.16 7.3 -11.1 ntTerBd n 9.07 -0.06 0.6 -5.5
Sterling Capital Fds: TorMLPPipInsCl 16.49 0.44 19.0 69.2 NJLTAdml n 11.34 -0.03 0.2 -2.1 IntlGth 15.06 0.01 4.6 -13.4
SpecInc n 11.16 -0.05 1.1 -2.1 SmCapGr 73.03 1.01 15.2 9.5 ExtndIstPl 315.98 1.88 3.3 -7.6 PrecMM n 18.41 0.03 8.3 -1.8
SpecIntl n 14.57 0.05 5.3 -5.5 StDurInc 10.10 0.00 2.6 10.0 TotRetBdI 9.18 -0.05 -0.2 -8.5 Touchstone Family Fd: NYLTAdml n 10.84 -0.04 0.2 -2.6 FTAIWdInPl 122.27 0.37 5.5 1.2 S&PIdx n 69.42 -0.18 15.0 30.9 Wm Blair Funds R6:
SuMuInc n 11.27 -0.03 1.4 -2.7 SustainLdrsFd 145.21 -0.71 19.5 26.6 TCW Funds: FlexIncY 10.27 -0.06 2.5 2.4 PacifAdml n 91.67 1.67 3.3 -2.5 Growth 192.40 0.15 20.4 32.3 SciTech n 27.06 0.29 16.4 -16.9 EmgMktGth 13.24 0.09 12.8 -22.0
 July 1, 2024 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: 0.15221633137872)
Daily
Open (t)
Open (a)
10:00
Jun 24
39271.61
39184.49
39425.99
25
39368.44
39398.79
39244.78
26
39012.17
39063.15
38973.20
27
39080.04
39107.10
39143.22
28
39143.70
39092.39
39264.14
Market Advance/Decline Volumes
Daily
NY Up
NY Off
NY Up - Comp.
Jun 24
712,689 264,375
260,241 710,162
2,589,033 1,045,964
25 26 27
371,415 537,111 1,955,857
509,095 396,234 1,329,400
1,525,976 2,076,958 4,112,157
28

NY Off - Comp. 1,063,527 2,476,561 1,956,777 1,477,267 2,911,850

10:30 39466.74 39289.50 38969.16 39188.23 39362.02
NYSE Amer UP 7,121 6,797 14,443 8,829 48,409
Industrials 11:00
11:30
39552.55
39535.16
39230.90
39148.20
39053.22
39063.20
39215.75
39185.19
39345.19
39258.57
NYSE Amer Off
NASD Up
4,447 7,527
2,670,829 2,511,693
3,649 2,570 113,394
3,361,470 3,627,448 4,466,742
40600 12:00 39496.61 39105.89 39141.14 39194.37 39229.61 NASD Off 2,755,276 2,261,066 1,845,372 1,714,497 4,374,432
12:30 39490.03 39066.30 39152.14 39222.87 39197.69 NYSE Arca UP 162,155 75,817 56,869 121,683 154,011
Week's
Components Change 1:00 39456.97 39050.71 39152.09 39190.87 39177.97 NYSE Arca Off 77,278 131,646 147,985 70,567 141,647
1:30 39416.72 39114.44 39146.48 39245.30 39146.18 % (QCHA) +.53 –.52 +.03 +.33 +.32
3M -0.20 2:00 39380.48 39097.69 39153.78 39181.23 39098.63 % (QACH) –.16 –.94 +.72 +.87 +.98
Amazon.com 4.17 2:30 39416.89 39160.31 39162.10 39043.33 39055.97 % (QCHAQ) +.43 –.40 +.02 +.98 +.21
American Express 1.17
39900
3:00 39419.57 39136.79 39162.86 39078.45 39014.93 Market Advance/Decline Totals
Amgen 4.29 3:30 39431.77 39142.74 39129.33 39131.49 39034.34 NYSE NYSE
Apple 3.13 Close 39411.21 39112.16 39127.80 39164.06 39118.86 Weekly Comp. NYSE Amer Nasdaq Arca
Boeing 5.45 High (t) 39768.27 39588.59 39324.70 39464.79 39625.58 Total Issues 2,931 333 4,674 2,148
Caterpillar 5.26 Low (t) 39019.70 38893.10 38757.04 38820.28 38703.01 Advances 1,601 162 2,305 817
Chevron 1.14 39200 Declines 1,287 159 2,267 1,283
High (a) 39571.23 39423.26 39183.74 39250.69 39443.60
Cisco Systems 0.22 Unchanged 43 12 102 48
Low (a) 39184.49 38997.23 38908.99 39026.75 38937.15 New Highs 230 24 239 285
Coca-Cola 0.88 Change +260.88 –299.05 +15.64 +36.26 –45.20
Disney -2.98 New Lows 132 28 446 48
Dow -0.94 Week ended last Friday compared to previous Friday
Theoretical (t): High 39768.27 Low 38703.01
Goldman Sachs 2.14 38500 Actual (a): High 39571.23 Low 38908.99 NYSE Composite Daily Breadth
Home Depot -11.56 Daily Jun 24 25 26 27 28
Honeywell International -1.55 Issues Traded 2,887 2,881 2,878 2,892 2,885
IBM 0.49 Dow Jones 20 Transport (divisor: 0.15395808703479) Advances 1,934 1,008 1,233 1,698 1,660
Intel -0.12 Open (t) 15172.96 15180.11 15304.23 15331.38 15338.40 Declines 864 1,783 1,526 1,113 1,154
Johnson & Johnson -2.59 37800 Open (a) 15160.13 15231.81 15105.33 15336.84 15291.11 Unchanged 89 90 119 81 71
JPMorgan Chase 5.96 10:00 15207.58 15087.03 15324.77 15312.78 15418.77 New Highs 90 59 48 80 134
McDonald's -4.55 10:30 15328.13 15097.33 15364.82 15299.62 15434.65 New Lows 27 60 62 46 43
Merck -6.92 Blocks - primary 4,143 4,202 4,174 4,397 5,644
11:00 15356.37 15048.90 15356.15 15301.56 15494.54
Microsoft -2.83 Total (000) - primary 984,753 988,473 895,289 941,883 3,359,778
11:30 15349.05 15012.62 15369.39 15250.61 15443.88 Total (000) 3,696,750 3,591,969 3,563,927 3,589,533 7,199,221
Nike Cl B -21.81
37100 12:00 15344.96 15020.12 15376.78 15247.42 15447.74
Procter & Gamble -3.34 NYSE American Composite
12:30 15359.19 14993.37 15394.92 15265.64 15432.67
Salesforce 12.04 Daily Jun 24 25 26 27 28
1:00 15343.20 14976.43 15399.60 15236.09 15440.31
Travelers -6.46
1:30 15329.32 14983.85 15418.08 15244.21 15436.46 Issues Traded 312 313 313 312 307
UnitedHealth Group 26.67 Advances 152 114 143 181 142
2:00 15291.68 15034.62 15388.20 15243.04 15413.80
Verizon Communications 1.00 Declines 145 174 149 105 151
Visa Cl A -12.75 36400 2:30 15286.82 15040.04 15357.66 15235.98 15417.44
Unchanged 15 25 21 26 14
Walmart -0.20 January February March April May June 3:00 15308.89 15065.84 15364.43 15217.78 15397.82
New Highs 4 5 5 8 14
3:30 15307.19 15090.99 15348.17 15237.52 15379.15 New Lows 12 11 7 8 8
Close 15234.63 15114.18 15342.88 15265.97 15415.23 Blocks - primary 167 169 218 139 190
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High (t) 15451.77 15238.01 15493.34 15416.53 15569.63 Total (000) - primary 12,880 15,346 18,351 11,528 162,915
Transportation Low (t)
High (a)
15080.40 14912.99 15171.79 15140.48
15376.59 15231.81 15425.38 15343.20
15245.12
15501.58
Total (000)
Nasdaq
180,071 191,020 564,861 201,878 450,505

16600 Low (a) 15158.76 14965.90 15098.04 15208.13 15291.11

Daily Jun 24 25 26 27 28
Week's Change +121.30 –120.45 +228.70 –76.91 +149.26
Components Change Issues Traded 4,367 4,400 4,344 4,374 4,380
16300 Theoretical (t): High 15569.63 Low 14912.99 Advances 2,284 1,662 1,948 2,659 2,283
Alaska Air Group -0.78 Actual (a): High 15501.58 Low 14965.90 Declines 1,922 2,567 2,228 1,564 1,953
American Airlines Group 0.13 Unchanged 161 171 168 151 144
Avis Budget Group -7.86 16000 New Highs 71 67 67 73 103
CH Robinson Worldwide 1.33 Dow Jones 15 Utilities (divisor: 1.19780346554510) New Lows 138 198 183 127 153
CSX 0.04 Blocks - primary 34,700 27,960 36,512 38,827 43,147
Open (t) 910.37 921.20 904.62 909.82 914.11 Total (000) 5,503,212 4,848,283 5,294,311 5,382,064 8,960,946
Delta Air Lines -1.94 15700 Open (a) 910.42 921.50 905.69 909.70 913.57
Expeditors Intl of Wash -1.63 NYSE Arca Composite
10:00 914.05 919.20 903.11 908.83 910.85
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

FedEx 46.18 Daily Jun 24 25 26 27 28

10:30 919.55 913.35 902.24 909.21 909.49
JB Hunt Transport 3.82 15400 Issues Traded 1,951 1,937 1,950 1,947 1,958
11:00 923.90 916.10 903.50 911.59 909.97
Kirby Corp 1.93 Advances 1,264 872 612 1,321 895
Landstar System 2.43 11:30 922.02 911.09 905.32 911.78 905.37
Declines 653 1,017 1,307 592 1,039
Matson 4.82 15100 12:00 920.52 911.47 907.57 913.19 904.36
Unchanged 34 48 31 34 24
Norfolk Southern -10.18 12:30 920.80 910.41 908.20 911.96 903.38 New Highs 92 39 36 70 193
Old Dominion Freight Line 1.71 1:00 921.23 908.40 906.34 910.25 905.46 New Lows 11 13 25 21 25
Ryder System 2.88 14800 1:30 921.55 911.04 907.21 910.82 904.96 Blocks - primary 1,211 1,011 999 971 1,440
Southwest Airlines 0.25 2:00 921.67 910.68 907.57 910.60 904.46 Total (000) - primary 245,253 213,078 205,862 197,644 298,311
Uber Technologies 2.47 2:30 923.09 910.18 907.32 909.66 904.33 Total (000) 1,252,837 1,088,482 1,036,922 1,027,962 1,418,700
14500 3:00 925.08 908.87 908.39 909.10 903.16
Union Pacific
United Airlines
0.15
0.48 3:30
Close
921.90
922.50 909.40
908.95 908.70
910.34
910.05
912.53
902.72
906.67
Other Market Indexes
United Parcel Service B 0.25 Daily 6/24 6/25 6/26 6/27 6/28
14200 High (t) 926.66 922.19 913.11 915.23 915.50
January February March April May June Low (t) 909.07 906.56 899.77 904.33 900.15 NYSE Amer Comp4805.63 4784.29 4761.84 4852.50 4829.66
High (a) 925.30 921.59 911.73 913.77 913.84 AmMajorMkt 3680.57 3656.99 3656.71 3650.67 3632.57

Utilities Low (a)

Change
909.69
+13.04
908.13
–13.10
900.87
+.94
906.12
+2.19
901.85
–5.86
BNY ADR Idx
Europe
183.28 184.91 183.72
179.26 180.33
183.73
178.57 178.98
183.93
178.52
970 Latin Am 191.99 190.17 188.66 190.22 189.48
Theoretical (t): High 926.66 Low 899.77 Asia 215.48 218.85 218.48 217.59 219.12
Week's
Change Actual (a): High 925.30 Low 900.87 Emerg M 352.18 355.15 354.36 352.50 353.54
Components
DJ US TSM Float53773.81 53927.24 53992.75 54083.61 53915.68
AES -0.90 Nasdaq Cmp 17496.82 17717.65 17805.16 17858.68 17732.60
American Elec Power 0.69 100 Index 19474.62 19701.13 19751.05 19789.03 19682.87
Dow Jones 65 Composite (divisor: 0.75472580699091)
American Water Works -1.38 Indus. 9901.58 9922.61 10046.30 10119.83 10020.88
930 Open (t) 12460.46 12498.63 12425.78 12453.25 12474.33 Insur. 14104.65 14029.84 13909.76 14027.75 14026.31
Atmos Energy 0.36
Open (a) 12440.35 12515.76 12397.19 12459.64 12453.49 Banks 3623.50 3592.13 3619.48 3649.32 3722.14
Consolidated Edison -0.92
10:00 12526.36 12440.12 12425.44 12462.58 12508.58 Computer 16522.72 16854.06 16925.04 16938.19 16800.78
Dominion Energy -0.21
10:30 12544.07 12445.70 12434.45 12466.37 12541.02 Telecom 390.56 390.72 388.75 392.04 394.62
Duke Energy 0.39
11:00 12572.42 12432.72 12455.34 12471.71 12530.99 NYSE Comp.-z 18126.69 18051.00 17993.79 18009.09 18026.50
Edison International 0.17
11:30 12568.75 12405.78 12454.10 12462.23 12504.55 Financial-z 10633.80 10566.80 10522.11 10529.94 10577.82
Exelon -0.17 890 Health Care-z26603.07 26579.01 26455.36 26413.45 26375.22
FirstEnergy 0.00 12:00 12557.93 12394.42 12476.97 12466.65 12496.87
Energy-z 14073.70 14068.49 13955.32 14026.76 14073.60
NextEra Energy -2.00 12:30 12555.02 12384.86 12478.02 12470.76 12491.08
Russell 1000 2968.17 2977.50 2981.58 2985.25 2974.64
Public Svc Enterprise 0.69 1:00 12547.44 12375.68 12481.98 12454.11 12485.64
2000 2030.81 2022.35 2018.12 2038.34 2047.69
Sempra 0.79 1:30 12535.70 12397.35 12479.23 12472.15 12473.52 3000 3091.50 3100.13 3103.86 3108.99 3099.16
Southern -0.89 2:00 12521.40 12393.72 12474.68 12458.06 12463.25 Value-v 1735.99 1723.47 1716.86 1716.60 1718.34
Xcel Energy 0.04 850 2:30 12538.10 12414.66 12473.16 12421.73 12453.89 Growth-v 3627.71 3667.87 3687.25 3695.57 3669.91
3:00 12543.68 12408.30 12476.00 12432.60 12440.85 MidCap 3263.46 3243.10 3228.68 3236.92 3241.22
3:30 12532.47 12417.85 12463.38 12448.41 12446.58 S&P 100 Index 2627.66 2646.70 2658.96 2661.19 2645.21
Close 12520.43 12414.76 12466.06 12461.16 12473.19 500 5447.87 5469.30 5477.90 5482.87 5460.48
High (t) 12643.35 12556.41 12540.86 12556.82 12620.90 Ind. 7912.76 7967.52 7987.48 7997.88 7952.22
Low (t) 12388.70 12325.03 12339.61 12353.21 12344.28 MidCap 2950.53 2921.28 2912.39 2922.81 2930.09
810 High (a) 12582.93 12515.76 12485.26 12486.69 12561.91 SmallCap 1290.85 1279.85 1279.83 1285.10 1296.98
January February March April May June Low (a) 12440.35 12360.52 12385.86 12417.42 12422.14 Value Line(A) 10175.81 10094.69 10085.75 10124.26 10157.84
Value Line(G) 585.91 581.11 580.50 582.60 584.42
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 +98.05 –105.67 +51.30 –4.90 +12.03
DJ US Small TSM14013.93 13932.12 13914.49 14013.84 14087.97
Theoretical (t): High 12643.35 Low 12325.03 (A)-Arithmetic Index. (G)-Geometric Index.
Actual (a): High 12582.93 Low 12360.52 (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec. 31,2002=5000.
 50 BARRON’S July 1, 2024

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. 12/29 % 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) 7,170,176 6,373,962 5,391,374 32.99
Dow Jones Indexes series, please refer to www.spglobal.com. DJ latest available book 30 Dow Inds (b) 2,099,296 1,897,882 1,332,108 57.59
40003.59 32417.59 30 Indus 39411.21 39112.16 39118.86 –31.47 –0.08 4711.26 13.69 1429.32 3.79 values for FY 2022 and 2021, and S&P latest for 2023 and 2022. r- 20 Dow Trans (b) 530,930 373,951 372,548 42.51
16695.32 13556.07 20 Transp 15415.23 15114.18 15415.23 301.90 2.00 –114.54 –0.74 –483.62 –3.04 Revised data 15 Dow Utils (b) 320,516 297,906 209,207 53.21
955.01 783.08 15 Utilities 922.50 906.67 906.67 –2.79 –0.31 0.01 0.00 25.00 2.84 65 Dow Stks (b) 2,950,742 2,567,570 1,913,863 54.18
NYSE American (a) 221,021 165,680 199,981 10.52
12740.24 10596.53 65 Comp 12520.43 12414.76 12473.19 50.81 0.41 910.15 7.87 223.22 1.82 Last Week Prev. Week Last Year Nasdaq(d) 29,988,816 26,735,853 23,066,806 30.01
Dow Jones Indexes
54090.84 40847.04 US TSM Float 54083.61 53773.81 53915.68 23.63 0.04 9504.21 21.40 6128.21 12.82 DJ Ind Avg 39118.86 39150.33 34407.60 NYSE 15 Most Active
1330.40 1001.58 US Market 1330.02 1322.12 1325.22 –0.27 –0.02 239.65 22.08 157.50 13.49 P/E Ratio 26.87 26.94 22.47 Average Price 20.42 41.63 19.97 2.25
Earns Yield % 3.72 3.71 4.45 % Tot Vol 16.10 12.87 16.17 -0.43
949.22 674.40 Internet 941.24 911.82 935.90 16.43 1.79 192.63 25.92 84.41 9.91 Stock Offerings $(z,v) 2,381,100 r2,598,500 3,114,600 -23.55
New York Stock Exchange Earns $ 1455.63 1453.46 1531.10
Divs Yield % 1.86 1.86 2.07
18388.26 14675.78 Comp-z 18126.69 17993.79 18026.50 30.80 0.17 2150.58 13.55 1173.60 6.96 Daily Stock Volume 6/24 6/25 6/26 6/27 6/28
Divs $ 728.58 728.58 712.65
10808.87 8154.87 Financial-z 10633.80 10522.11 10577.82 63.38 0.60 1669.86 18.75 696.04 7.04 NYSE(a) 984,753 988,473 895,289 941,883 3,359,778
Mkt to Book 5.10 5.11 4.63
26606.36 22022.96 Health Care-z 26603.07 26375.22 26375.22 –83.67 –0.32 2997.20 12.82 2208.08 9.14 30 Inds (b) 387,004.3 344,638.8 340,841.9 338,309.8 688,501.2
Book Value $ 7664.40 7664.40 7439.45 20 Trans (b) 87,082.8 104,623.9 122,680.1 91,485.8 125,056.9
14932.83 12166.15 Energy-z 14073.70 13955.32 14073.60 333.64 2.43 1568.82 12.55 814.06 6.14
DJ Trans Avg 15415.23 15113.33 15529.77 15 Utils (b) 53,326.7 46,526.8 53,648.8 44,479.9 122,534.0
NYSE American Stock Exchange
P/E Ratio 17.24 16.89 12.37 65 Stks (b) 527,413.7 495,789.5 517,170.8 474,275.5 936,092.1
5076.22 4087.37 NYSE Amer Comp 4852.50 4761.84 4829.66 140.44 3.00 647.18 15.47 235.34 5.12 Earns Yield % 5.80 5.92 8.08 NYSE Amer(a) 12,880 15,346 18,351 11,528 162,915
3693.18 2958.35 Major Mkt 3680.57 3632.57 3632.57 -25.08 –0.69 438.67 13.73 244.48 7.22 Earns $ 894.14 894.79 1255.21 Nasd(d) 5,503,212 4,848,283 5,294,311 5,382,064 8,960,946
Standard & Poor's Indexes Divs Yield % 1.51 1.53 1.32 NYSE 15 Most Active
2661.19 1939.19 100 Index 2661.19 2627.66 2645.21 2.73 0.10 570.72 27.51 409.02 18.29 Divs $ 232.27 231.49 204.60 Avg. Price 20.38 23.74 21.85 22.40 22.64
5487.03 4117.37 500 Index 5482.87 5447.87 5460.48 –4.14 –0.08 1010.10 22.70 690.65 14.48 Mkt to Book 4.39 4.30 4.83 % Tot Vol 16.57 17.43 16.78 17.45 17.86
8003.91 5928.50 Indus 7997.88 7912.76 7952.22 –6.70 –0.08 1570.18 24.60 1123.26 16.45 Book Value $ 3514.52 3514.52 3214.72 Numbers in thousands save price and percentages. (a) Primary volume. (b) Composite volume. (d) as of 4:10 pm.
3046.36 2326.82 MidCap 2950.53 2912.39 2930.09 –1.77 –0.06 307.75 11.74 148.55 5.34 DJ Utility Avg 906.67 909.46 906.66 (r) Revised. (v) W/E Thursday. (z) Source: LSEG.
1345.71 1068.80 SmallCap 1296.98 1279.83 1296.98 14.61 1.14 80.63 6.63 –21.28 –1.61 P/E Ratio 19.98 20.04 21.97
Nasdaq Stock Market Earns Yield % 5.00 4.99 4.55
17862.23 12595.61 Comp 17858.68 17496.82 17732.60 43.24 0.24 3944.68 28.61 2721.25 18.13 Earns $ 45.37 45.37 41.27
19908.86 14109.57
10119.83 7981.76
100 Index
Indus
19789.03
10119.83
19474.62
9901.58
19682.87
10020.88
–17.56
76.40
–0.09
0.77
4503.66
848.03
29.67
9.25
2856.94
547.18
16.98
5.78
Divs Yield %
Divs $
3.51
31.82
3.50
31.80
3.33
30.17
NYSE HALF-HOURLY VOLUME
14491.11 11440.05 Insur 14104.65 13909.76 14026.31 55.81 0.40 2425.80 20.91 1423.79 11.30 Mkt to Book 2.01 2.02 2.08 Daily 6/24 6/25 6/26 6/27 6/28
3842.86 2840.88 Banks 3722.14 3592.13 3722.14 152.22 4.26 722.76 24.10 –52.97 –1.40 Book Value $ 450.45 450.45 435.47
17166.13 10836.80 Computer 16938.19 16522.72 16800.78 –9.77 –0.06 5178.75 44.56 3804.56 29.27 S&P 500 Index 5460.48 5464.62 4450.38 9:30-10:00 82,811 82,532 78,908 83,094 86,868
427.98 377.20 Telecom 394.62 388.75 394.62 4.39 1.12 –5.57 –1.39 –22.48 –5.39 P/E Ratio 28.37 28.40 25.76 10:00-10:30 35,599 32,885 32,938 33,155 38,139
Russell Indexes Earns Yield % 3.52 3.52 3.88 10:30-11:00 34,674 26,236 28,393 30,563 32,547
2985.30 2250.71 1000 2985.25 2968.17 2974.64 –0.33 –0.01 537.71 22.07 352.50 13.44 Earns $ 192.44 192.44 172.75
11:00-11:30 23,687 28,559 25,579 29,929 29,894
2124.55 1636.94 2000 2047.69 2018.12 2047.69 25.66 1.27 158.96 8.42 20.62 1.02 Divs Yield % 1.37 1.37 1.57
Divs $ 74.81 74.87 69.87 11:30-12:00 22,467 23,029 23,779 22,978 26,600
3108.99 2351.42 3000 3108.99 3091.50 3099.16 1.55 0.05 544.67 21.32 350.95 12.77
1765.86 1415.59 Value-v 1735.99 1716.60 1718.34 –4.21 –0.24 162.70 10.46 88.92 5.46 Mkt to Book 4.94 4.94 4.34 12:00-12:30 19,037 21,637 20,011 20,218 25,327
3695.57 2585.72 Growth-v 3695.57 3627.71 3669.91 6.02 0.16 899.65 32.48 618.24 20.26 Book Value $ 1106.21 1106.21 1024.56 12:30-1:00 20,300 22,990 20,389 20,336 25,527
3366.31 2594.10 MidCap 3263.46 3228.68 3241.22 –7.60 –0.23 321.95 11.03 129.34 4.16 S&P Ind Index 7952.22 7958.92 6382.04
1:00-1:30 20,108 19,447 20,388 22,810 23,201
Others P/E Ratio 32.25 32.28 27.49
Earns Yield % 3.10 3.10 3.64 1:30-2:00 20,900 18,439 19,065 21,677 22,268
10551.11 8310.43 Value Line-a 10175.81 10085.75 10157.84 27.02 0.27 776.49 8.28 139.68 1.39
Earns $ 246.55 246.55 232.18 2:00-2:30 22,479 19,849 21,210 24,172 27,882
615.81 498.09 Value Line-g 585.91 580.50 584.42 0.97 0.17 11.92 2.08 –9.45 –1.59
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14640.66 11320.09 DJ US Small TSM 14087.97 13914.49 14087.97 148.68 1.07 1059.66 8.13 35.50 0.25 Divs Yield % 1.20 1.20 1.39 2:30-3:00 24,751 22,367 22,411 24,245 27,368
1106.47 831.60 Barron's Future Focus 1096.68 1093.11 1093.11 –1.04 –0.10 156.76 16.74 64.75 6.30 Divs $ 95.43 95.51 88.71 3:00-3:30 29,123 29,063 27,743 29,213 36,995
Mkt to Book 6.65 6.66 5.82
1166.53 907.97 Barron's 400 1136.64 1128.25 1136.64 6.62 0.59 156.45 15.96 64.25 5.99 3:30-4:00 628,817 641,439 554,476 579,492 2,957,161
Book Value $ 1195.42 1195.42 1095.83
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec. 31,1965=50 z-Dec. 31,2002=5000

Selected IPOs
U.S. Dollar Index vs Euro and Yen Per Share Values of Stocks Ticker Initial Offer Price IPO Date Recent Price %Chg
Alumis ALMS 16.00 6/28 13.30 -16.9%
Holding Dollars: Economic data were reassuring, as traders greeted a report that inflation eased in May.
The yen remained at rock bottom levels, and the euro held its breath over French elections. All told, that In the Dow Jones Averages LandBridge
Tamboran Resources
LB
TBN
17.00
24.00
6/28
6/27
23.15
22.50
36.2%
-6.3%
allowed the dollar to inch up some 0.05% as measured by the ICE U.S. Dollar Index. This is a list of the Dow Jones trailing 52-week diluted share WEBTOON Entertainment WBTN 21.00 6/27 22.83 8.7%
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

earnings, dividends and book values as reported by the company. Graf Global GRAF 10.00 6/26 10.00 0.0%
10 Bolded numbers indicate new values. Sources Barron's Stats and
FactSet.
Industrial Stocks
DXY (105.85)
s 5 Book Book
Investor Sentiment Readings New Listings
Earns Divs. Value Earns Divs. Value
NYSE
Am Exp 12.14 2.50 33.26 Johnson&Johnson 8.39 4.81 29.39 High bullish readings in the Consensus stock index or in the Market
0 Vane stock index usually are signs of Market tops; low ones, market LandBridge (LB)
Amgen 7.00 8.76 6.86 JPMorganChase 16.56 4.25 90.29 bottoms.
s Apple 6.43 0.97 3.18 McDonalds 11.78 6.53 (8.06) Tamboran Resources (TBN)
Last Week 2 Weeks Ago 3 Weeks Ago
Boeing (3.55) Nil (26.58) Merck Co 0.90 3.04 18.12 NYSE American
EURO in $ Caterpillar 22.15 5.20 30.73 Microsoft 11.55 2.93 27.75
-5 Consensus Index Graf Global (GRAF)
Chevron Corp 10.87 6.28 83.17 Nike Inc 3.73 1.45 9.14
s Cisco Sys 2.97 1.57 9.68 Proc Gam 6.12 3.8286 19.46
Nasdaq
Consensus Bullish Sentiment 66% 67% 67%
YEN in $ Coca Cola 2.50 1.89 5.57 3M Co (12.72) 5.21 26.80 Alumis (ALMS)
-10 Disney Walt 0.92 Nil 52.09 Salesforce.com 5.56 0.40 57.84 AAII Index GRAIL (GRAL)
Dow 1.68 2.80 29.39 Travelers Cos 13.46 4.05 92.89 Lakeside (LSH)
Goldman Sachs 25.61 11.00 317.90 UnitedHealthGrp 23.84 7.74 83.27 Bullish 44.5% 44.4% 44.6%
WEBTOON Ent (WBTN)
-15 Home Depot 14.91 8.68 1.54 Verizon 2.68 2.6475 21.70
Bearish 28.3 22.5 25.7
Honeywell 8.63 4.27 24.99 Visa 8.95 2.01 16.08
J A S O N D J F M A M J IBM
Intel
8.86
0.96
6.65 24.22
0.50 24.52
Amazon
Wal-mart
0.42 Nil 14.26
5.75 0.795 28.48
Neutral 27.2 33.1 29.7 Trading
Source: Tullett Prebon
Transportation Stocks
Market Vane
Suspended
Bullish Consensus 71% 71% 69% NYSE
Apartment Income (AIRC)
Coming U.S. Auctions 144 Filings
AlaskaAirGroup 1.87
AmericanAirlines 0.60
Nil 29.92
Nil (8.91)
Kirby Corp 4.23
Landstar Sys 6.50
Nil 50.79
1.32 24.70
TIM Group Market Sentiment HireRight (HRT)
Model N (MODN)
AvisBudgetGrp 31.68 Nil (18.03) Matson Inc 8.48 1.28 63.28 Indicator 46.1% 50.2% 46.0% Taro Pharma (TARO)
Yields (%) C.H. Robinson 2.53 2.44 11.64 Norf Southern 6.21 5.40 55.83 Nasdaq
Monday When Issued* Last Auction SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to Sources: Consensus Inc.; American Association of
CSX Corp 1.82 0.46 6.11 Old Dominion 5.68 0.92 33.14 AdTheorent (ADTH)
sell shares. Shares Indicated: the number to be sold. Sales Date: the approximate date of the sale.
$73.0 bil 3-month 5.360 5.235 (Sometimes shares aren't sold, even though their owner has filed a Form144.) Source: Thomson Delta Air Lines 7.78 0.40 10.26 Ryder Sys 7.65 2.84 63.45 Individual Investors; Market Vane; TIM Group Bruush Oral Care (BRSH)
$70.0 bil 6-month 5.315 5.140 Reuters Expeditors Int'l 4.72 1.42 20.15 Southwest Air 0.63 0.72 17.99 DermTech (DMTK)
FedEx 17.24 5.16 103.86 Un Pacific 10.48 5.20 19.86 Global Gas (HGAS)
* As of Friday afternoon. Shares Sale TRACON Pharma (TCON)
Hunt (JB) 6.30 1.70 35.34 UPS 6.90 6.50 23.04
Distributions & Offerings
Secondary Distributions of common stocks
Company Sym Indicated $ Value Date Seller Title UberTechnologies (1.73) Nil 3.66 United Airlines 8.09 Nil 21.09
Arms Index Name
Samsara IOT 1,344,000 39,605,932 6/20/24 Biswas, Sanjit OD

Addus HomeCare
Birkenstock Holding plc
1,725,000
14,000,000
$108.00
$54.00
$186,300,000
$756,000,000
Samsara
Ccc Intelligent Solutions
IOT
CCCS
1,344,000 39,605,664 6/20/24
755,254 8,689,452 6/26/24
Bicket, John
Ramamurthy, Githesh OD
H Utility Stocks The Arms index, also known as the short term trading index,
is a number derived by dividing one quotient into another
quotient. The numerator in the index is the number of
Changes
AES Corp. 0.72 0.68 2.39 Exelon 2.32 1.48 24.89 advancing stocks divided by the number of declining stocks. NYSE
Bluejay Diagnostics 5,368,098 $1.63 $8,750,000 Draftkings DKNG 668,890 25,971,731 6/25/24 Liberman, Paul O As of 3/14/11, the denominator in the index is now the
CCC Intelligent Solutions 30,000,000 $11.39 $341,700,000 AmericanElecPower 5.39 3.47 46.50 FirstEnergy 1.89 1.64 17.77 composite volume of advancing stocks divided by the Fortuna Mining (FSM),
Verint Systems VRNT 375,000 12,658,520 6/20/24 Bodner, Daniel OD composite volume of declining stocks. formerly Fortuna Silver Mines
MultiSensor AI 6,250,000 $1.60 $10,000,000 AmericanWaterWorks 4.93 2.89 42.30 NextEra Energy 3.67 1.97 19.74
Permian Resources PR 307,038 4,751,045 6/26/24 Jensen, Brent FO Atmos Energy 6.67 3.16 66.85 Xcel Energy 3.33 2.14 30.34 Nasdaq
Recursion Pharmaceuticals 35,384,614 $6.50 $229,999,991 Daily 6/24 6/25 6/26 6/27 6/28
Nvidia NVDA 300,000 39,234,000 6/21/24 Kress, Colette O Con Ed 5.22 3.28 58.27 Pub Sv Ent 3.61 2.34 27.62 ANEW MEDICAL (WENA),
Tamboran Resources 3,125,000 $24.00 $75,000,000
DominionEnergy 1.94 2.67 31.26 Sempra Energy 4.52 2.43 83.43 formerly Redwoods (RWOD)
Taysha Gene Therapies 33,333,334 $2.25 $74,981,029 Oracle ORCL 235,918 34,042,067 6/20/24 Screven, Edward O NYSE .92 1.34 1.04 1.09 1.02 Thunder Power (AIEV),
TXO Ptnrs LP 6,500,000 $20.00 $130,000,000 Duke Energy 3.98 4.10 61.51 Southern Co. 3.88 2.82 27.67 formerly Feutune Light (FLFV)
Informatica INFA 202,560 6,097,768 6/20/24 Ghai, Jitesh FO NYSE American .72 1.04 .11 .69 1.11
Edison Int'l 2.28 3.04 35.70 VSee Health (VSEE), formerly
Source: Dealogic LLC, New York City; (212) 577-4400. Hp HPQ 173,137 6,251,542 6/21/24 Cho, Alex O Nasdaq 1.23 .58 .48 .80 1.14 Digital Health (DHAC)
 July 1, 2024 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 .0011 .0011 911.3384 905.6772
S&P 100 of 125:100 are considered bullish, for instance. Bearish
Automobiles DJUSAU 734.91 + 49.17 –143.99 +7.17 [1] –19.39 [134] –16.38 [131] –6.81 1,028.71 560.40 signals flash when the equity put-call level reaches the vicinity of Australia (Dollar) .6670 .6641 1.4993 1.5058
Recreational Svcs DJUSRQ 115.46 + 7.46 9.73 +6.91 [2] +15.64 [54] +9.20 [45] +2.82 115.48 73.02 30:100 and the index ratio hits 75:100. Bahrain (Dinar) 2.6532 2.6532 .3769 .3769
Automobiles & Parts DJUSAP 844.58 + 48.46 –160.80 +6.09 [3] –19.35 [133] –15.99 [130] –7.78 1,175.55 670.33 Brazil (Real) .1788 .1841 5.5936 5.4314
Delivery Svcs DJUSAF 1339.45 + 72.26 –36.38 +5.70 [4] –8.09 [121] –2.64 [103] –7.55 1,563.90 1,200.27 S&P 100 CBOE Bulgaria (Lev) .5479 .5467 1.8253 1.8292
Fixed Line Telecom DJUSFC 113.27 + 4.18 13.40 +3.83 [5] +22.02 [38] +13.41 [27] –4.74 113.27 78.61 Canada (Dollar) .7310 .7303 1.3680 1.3693
Oil Equipment & Svcs DJUSOI 289.06 + 10.12 –10.88 +3.63 [6] +5.57 [86] –3.63 [105] +15.08 347.74 266.30 9.80 0.90 Chile (Peso) .001056 .001063 947.05 940.97
Oil Equip, Svcs & Distri DJUSOQ 424.96 + 11.98 28.44 +2.90 [7] +18.85 [45] +7.17 [55] +14.23 430.55 360.91 China (Renminbi) .1376 .1377 7.2673 7.2613
Integrated Oil & Gas DJUSOL 770.58 + 21.37 75.59 +2.85 [8] +6.29 [85] +10.88 [36] +19.69 817.16 667.50 Colombia (Peso) .0002409 .0002409 4150.26 4151.03
Banks DJUSBK 554.05 + 15.14 64.26 +2.81 [9] +38.25 [7] +13.12 [29] –.23 564.29 375.25 Denmark (Krone) .1437 .1434 6.9611 6.9753
Oil & Gas Producers DJUSOG 888.56 + 22.64 76.81 +2.61 [10] +13.47 [64] +9.46 [42] +20.85 962.71 773.42 7.90 0.80 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Pipelines DJUSPL 833.62 + 19.23 121.21 +2.36 [11] +28.28 [20] +17.01 [13] +11.54 833.62 650.94 Egypt (Pound)-y .0208 .0210 48.0264 47.7074
Exploration & Production DJUSOS 1109.70 + 25.11 79.97 +2.31 [12] +21.76 [39] +7.77 [52] +22.18 1,246.88 907.25 Hong Kong (Dollar) .1281 .1281 7.8081 7.8064
Industrial & Office REITs DJUSIO 101.30 + 1.92 –15.65 +1.94 [13] –3.38 [112] –13.38 [126] –7.79 120.63 87.24
Industrial Transportation DJUSIT 1567.82 + 29.62 –82.00 +1.93 [14] +.14 [104] –4.97 [110] –1.76 1,718.76 1,392.88
6.00 0.70 Hungary (Forint) .002712 .002697 368.78 370.83
Iceland (Krona) .007206 .007171 138.78 139.45
Internet DJUSNS 4535.39 + 80.72 1,038.59 +1.81 [15] +53.42 [4] +29.70 [4] +8.27 4,630.31 2,926.29 India (Rupee) .01199 .01197 83.368 83.568
Trucking DJUSTK 1619.00 + 27.54 –122.39 +1.73 [16] +3.20 [98] –7.03 [116] +7.65 1,975.64 1,480.43 Indonesia (Rupiah) .0000612 .0000608 16352 16450
Marine Transportation DJUSMT 393.02 + 6.34 135.40 +1.64 [17] +60.45 [2] +52.56 [2] +24.99 407.59 238.94 4.10 0.60 Israel (Shekel) .2654 .2660 3.7678 3.7587
Health Care Providers DJUSHP 3117.69 + 49.61 –58.20 +1.62 [18] +5.52 [87] –1.83 [99] +2.84 3,260.67 2,863.86
Japan (Yen) .006216 .006261 160.88 159.71
Publishing DJUSPB 756.09 + 11.68 62.16 +1.57 [19] +36.73 [10] +8.96 [47] +5.94 760.01 550.29
Kazakhstan (Tenge) .002111 .002146 473.61 465.96
Broadline Retailers DJUSRB 4025.93 + 60.57 813.99 +1.53 [20] +47.00 [5] +25.34 [5] +4.66 4,089.79 2,633.20
2.20 0.50 Kuwait (Dinar) 3.2610 3.2585 .3067 .3069
Net Change % Change and Ranking 52 Week Macau (Pataca) .1243 .1243 8.0480 8.0430
Malaysia (Ringgit)-b .2120 .2122 4.7175 4.7130
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
New Zealand (Dollar) .6092 .6119 1.6415 1.6343
Semiconductor DJUSSC 19108.55 – 413.66 7,725.78 –2.12 [119] +100.86 [1] +67.87 [1] +36.50 20,667.21 8,771.72 0.30 0.40 Norway (Krone) .0938 .0946 10.6629 10.5725
Marine Transportation DJUSMT 393.02 + 6.34 135.40 +1.64 [17] +60.45 [2] +52.56 [2] +24.99 407.59 238.94 J A S O N D J F M A M J Oman (Rial) 2.5973 2.5978 .3850 .3849
Technology Hardware & Equip DJUSTQ 7220.44 – 62.73 2,043.38 –.86 [75] +54.46 [3] +39.47 [3] +25.96 7,620.36 4,251.91 Pakistan (Rupee) .00359 .00359 278.308 278.500
Internet DJUSNS 4535.39 + 80.72 1,038.59 +1.81 [15] +53.42 [4] +29.70 [4] +8.27 4,630.31 2,926.29 Source: CBOE Philippines (Peso) .01710 .01699 58.490 58.870
Broadline Retailers DJUSRB 4025.93 + 60.57 813.99 +1.53 [20] +47.00 [5] +25.34 [5] +4.66 4,089.79 2,633.20 Poland (Zloty) .2485 .2472 4.0248 4.0455
Travel & Tourism DJUSTT 1084.98 + 13.82 104.67 +1.29 [24] +42.93 [6] +10.68 [38] +8.94 1,135.72 719.35 Qatar (Rial) .2742 .2747 3.6476 3.6402
Banks
Software & Computer Svcs
DJUSBK
DJUSSV
554.05
6581.62
+ 15.14
+ 72.12
64.26
1,015.77
+2.81
+1.11
[9]
[27]
+38.25
+37.38
[7]
[8]
+13.12
+18.25
[29]
[11]
–.23
+9.46
564.29
6,650.30
375.25
4,709.75 Coming Earnings Saudi Arabia (Riyal)
Singapore (Dollar)
.2665
.7374
.2666
.7381
3.7517
1.3561
3.7515
1.3549
Diversified Industrials DJUSID 808.45 – 4.63 139.59 –.57 [68] +36.74 [9] +20.87 [7] +10.39 816.61 556.40 South Africa (Rand) .0550 .0557 18.1758 17.9686
Consensus Estimate Year ago
Publishing DJUSPB 756.09 + 11.68 62.16 +1.57 [19] +36.73 [10] +8.96 [47] +5.94 760.01 550.29 South Korea (Won) .0007239 .0007198 1381.39 1389.36
Hotels DJUSLG 3701.03 + 12.05 382.71 +.33 [40] +36.73 [11] +11.53 [32] +15.73 3,794.05 2,752.17 Sri Lanka (Rupee) .0033 .0033 306.0200 305.3100
M
Property & Casualty DJUSIP 1640.04 – 24.36 230.37 –1.46 [98] +36.39 [12] +16.34 [15] +17.00 1,708.11 1,188.85 Sweden (Krona) .0943 .0952 10.5995 10.5080
Apparel Retailers DJUSRA 1544.65 – 20.20 193.83 –1.29 [91] +36.11 [13] +14.35 [21] +8.38 1,566.57 1,137.18 Cineverse (Q4) $-0.27 $-0.35
Switzerland (Franc) 1.1127 1.1187 .8987 .8939
Mortgage Finance DJUSMF 10.48 – .02 .69 –.21 [58] +35.78 [14] +7.07 [56] +7.32 11.08 7.61 Taiwan (Dollar) .03075 .03090 32.519 32.367
T
General Retailers DJUSGT 2858.74 + 6.90 474.46 +.24 [41] +35.69 [15] +19.90 [8] +4.96 2,890.64 1,966.24 Thailand (Baht) .02722 .02721 36.740 36.750
Retail DJUSRT 2554.22 + 1.83 405.75 +.07 [50] +33.98 [16] +18.89 [10] +5.88 2,582.07 1,781.40 Radius Recycling (Q3) -0.66 0.67
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Turkey (New Lira)-d .0306 .0305 32.7173 32.8394

Software DJUSSW 7037.44 + 51.88 828.89 +.74 [31] +30.15 [17] +13.35 [28] +11.02 7,074.16 5,146.33
W Ukraine (Hryvnia) .0247 .0247 40.5500 40.4500
Full Line Insurance DJUSIF 71.69 – .63 5.29 –.87 [76] +29.15 [18] +7.97 [51] +14.24 77.41 56.28
U.K. (Pound) 1.2646 1.2645 .7908 .7908
General Industrials DJUSGI 670.04 – 10.96 84.62 –1.61 [107] +28.49 [19] +14.45 [20] +5.71 686.46 491.48 Constellation Brands (Q1) 3.46 2.91
Euro 1.0716 1.0695 .9332 .9351
Pipelines DJUSPL 833.62 + 19.23 121.21 +2.36 [11] +28.28 [20] +17.01 [13] +11.54 833.62 650.94
Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
British, and Japanese currencies. Source: International Monetary Fund.
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg column shows the change from previous 65-day moving a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
average. Volume figures do not reflect extended trading hours. 2005. y-floating rate.

Consensus Estimate
Day Consensus Est Last Period Money Rates
Delta Market Pulse of the Economy
M
T
May Construction Spending
May JOLTS Job Openings
0.30%
7,910,000
-0.10%
8,059,000
Latest Week Prev. Week Yr Ago

Sentiment Discount Rate (NY) 5.50 5.50 5.25

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

W May Trade Balance -$76.0 bil -$74.6 bil

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
May Factory Orders 0.30% 0.70%
Prime Rate (base) 8.50 8.50 8.25
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg
Indicator Gross domestic product 1st Qtr 1.4 3.4 2.2 2.90 Gasoline, (thous. bbls) June 21 233,886 231,232 222,005 5.35 F June Nonfarm Payrolls 190,000 272,000 Fed Funds Rate
Personal income, (bil. $) May 23,923.7 r23,809.6 22,876.6 4.58 Orders June Unemployment Rate 4.0% 4.0%
The Delta MSI measures the Avg effective offer 5.33 5.33 5.08
position of a representative set Personal Savings Rate, St.Louis Fed May 3.9 r3.7 5.3 –26.42 Durable goods, (bil. $) May 283.1 r282.8 288.9 –2.01 Unless otherwise indicated, times are Eastern. a-Advanced; Avg weekly auction-c 5.33 5.33 5.07
of stocks relative to an All fixed investment, (bil. $) 1st Qtr 4,084.2 4,016.0 3,905.9 4.56 f-Final; p-Preliminary; r-Revised Source: FactSet
intermediate-term moving Non–residential investment, (bil. $) Trade T-Bills Rate
average crossover (MAC) point. 1st Qtr 3,351.1 3,314.9 3,214.5 4.25 For more information about coming economic reports
When greater than 50% of the Residential investment, (bil. $) 1st Qtr 772.2 744.1 731.1 5.62 Exports, (bil. $) 1st Qtr 2,538.1 2,528.2 2,525.4 0.50 - and what they mean - go to Barron’s free Economic
Calendar at www.barrons.com 13 weeks, Coupon Yield 5.379 5.395 5.336
stocks followed are above this Gross Output, (bil. $) All Industries 1st Qtr 39,466.7 39,223.0 38,527.4 2.44 Imports, (bil. $) 1st Qtr 3,498.4 3,446.8 3,460.5 1.10
MAC point, the market is 13 weeks, Auction Rate 5.235 5.250 5.180
bullish. When the indicator is Production Inflation 26 weeks, Coupon Yield 5.350 5.361 5.445
below 50%, risk is elevated and
stock exposures should be
reduced. Manager uses
Electric power, (mil. kw hrs) (EEI) June 22 94,220 84,658 83,677 12.60 ECRI Industrial Price Index f
Gross domestic product deflator
June 28 119.22
1st Qtr 3.1
118.96 111.23 7.18
1.6 3.9 –20.51
Conference Call Calendar 26 weeks, Auction Rate
Avg weekly auction-c
5.140
5.24
5.150
5.25
5.215
5.15
Petroleum, related capacity, % June 21 92.2 93.5 92.2 0.00 Earnings- Broker Call Rate 7.25 7.25 7.00
discretion on asset allocation
when MSI is at 50% +/- 3%. Rotary rigs running, U.S. & Can., (Hughes) June 28 757 754 841 –9.99 Related
Employment Company Date Time Period
Steel, (thous. tons) June 22 1,710 1,704 1,758 –2.73 Bankers Acceptances

Bearish
Steel, rated capacity, % (AISI) June 22 77.0 76.7 78.1 –1.41 Initial jobless claims (thous.) June 22 233 r239 238 –2.10
Continuing claims (mil.) Constellation Brands July 3 10:30AM Q1 1 month 5.38 5.36 5.14
June 15 1.839 r1.821 1.750 5.09
Consumption and Distribution Source: CCBN, www.ccbn.com 2 months 5.42 5.38 5.25
Construction 3 months 5.45 5.41 5.43
Consumer spending, (bil. $) May 19,337.8 r19,289.9 18,407.8 5.05
Current Sentiment Home Price Index S&P Case–Shiller – Comp. 10 (SA) Apr 346.89 r342.16 321.15 8.01 6 months 5.45 5.45 5.55
Durable goods (bil. $) May 284.7 285.7 283.4 0.46
Other Indicators
Barron’s 50-Stock Average Foreign Prime Rates

49.0%
Instinet Research Redbook Avg. (monthly %) June 22 –2.61 0.41 –1.56 ….
Baltic Dry Index June 28 2,050 1,997 1,091 87.90 Consumer confidence (Conference Board) June 100.4 r101.3 110.1 –8.81 This index is a weighted average of 50 leading issues. Useful in secu-
rity valuation. Source: Barron's Stats Canada 6.95 6.95 6.95
New home sales, (thous. units) May 619 r698 741 –16.46 Germany 4.25 4.25 4.00
Citi Research Panic–Euphoria Reading June 28 0.44 0.41 0.02 ….
Personal consumption, (bil. $) 1st Qtr 15,643.0 15,586.7 15,312.9 2.16 Jun 27 Jun 20 May Yr-to-Yr Japan 1.475 1.475 1.475
Last Week a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h-
benchmark revision, 2016 equals 100. r-Revised. 2024 2024 2023 % Chg Switzerland 1.75 1.75 2.25
Inventories
Britain 5.25 5.25 5.00

46.3%
S&P 500 Index 5482.87 5473.17 4343.82 26.22
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) June 21 460,696 457,105 453,690 1.54
Barron’s 50 Index 13244.69 13318.13 11478.82 15.38 Other Money Rates
Projected quarterly earn 125.16 124.04 162.87 –23.15 Fannie Mae Home Loan:
2 Weeks ago Annualized projected earn 500.65 496.15 651.47 –23.15 30-Year Fixed Conv Discontinued by source
Bank money market-z 0.56 0.56 0.32
Annualized projected P/E 26.46 26.84 17.6 50.15
American Debt and Deficits Adjustable Mortgage Rates
48.3%
Interest Checking-z 0.09 0.09 0.06
Five-year average earn 524.23 523.78 486.93 7.66 6-Month Certif-z 1.96 1.95 1.38
Latest Preceding Year Ago Yr over Yr Five-year average P/E 25.26 25.43 23.6 7.17 12-Month Certif-z 2.05 2.04 1.72
Report Report Report % Chg Jun 28 Jun 21 Yr. Ago YOY % Chg
Year-end earn 608.05 606.93 619.08 –1.78 30 Month Accounts-z 1.39 1.39 1.25
3 Weeks ago 1 Year Treas Bills 5.10 5.12 5.26 -3.04 5-Year Certificates-z 1.48 1.48 1.22
Federal Budget Deficit (bil. $)-a 1,521FY'26 1,671FY'25 1,846FY'24 …. Year-end P/E 21.78 21.94 18.5 17.48
Budget Surplus/Deficit (bil. $)-b, May –347.13 +209.53 –240.35 44.43 2 Year Treas Notes 4.71 4.76 4.71 0.00
Current Market Exposure: 0% Trade Deficit (bil. $, sa)-c, April –74.56 r-68.58 –72.76 2.47 3 Year Treas Notes 4.46 4.50 4.32 3.24 Year-end earns yield, % 4.59 4.56 5.4 –14.91 U.S. Savings EE Bonds:
Equities, 66% Bonds, 34% Treasury Gross Public Debt. (bil. $)-d 34,724.7 34,734.1 32,247.0 7.68 5 Year Treas Notes 4.27 4.33 3.98 7.29
* 31,381.5 …. …. Best grade bond yields, % 4.03 3.97 4.47 –9.76
Hedged Equity, 0% Cash Treasury Statutory Debt Limit (bil. $)-d Long-Term (5yrs+) 2.70 2.70 2.50
Consumer Installment Debt (bil. $)-e, April 5,053.3 r5,046.9 4,857.6 4.03 10 Year Treas Notes 4.25 4.32 3.75 13.33
Source: Delta Investment Bond yields/stock ylds, % 0.88 0.87 0.83 5.92
20 Year Treas Bds 4.49 4.56 4.02 11.69 c-Annualized yields, adjusted for constant maturity, reported by the Federal
Management Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. FHFA PMMS+ June 6.87 6.73 6.26 9.74 Actual year-end divs 259.59 259.50 245.47 5.75 Reserve on a weekly average basis. Sources: Tullett Prebon information, Ltd.
www.deltaim.com, (415) Report, d-Daily Treasury Statement, e-Monthly Federal Reserve Release. *Statutory debt limit temporarily Factset. z-Bankrate.com.
249-6337 suspended through January 1, 2025. Fed annualized yields adjusted for constant maturity. Actual yr-end divs yld, % 1.96 1.95 2.14 –8.38
 52 BARRON’S July 1, 2024

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
1026.42 744.74 Gold mining
6/27
955.93
6/20
971.89
Ago
850.37
Chg.
–1.64
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 2024
Corporate (z) 23,919 r30,953 21,158 Cadiz Pfd. A-CDZIP (Nasdaq) 14.1 Q .56 .55 1.8 7-05 7-05 7-15 Number of Number of Avg.
Municipal (z) 12,810 r10,473 13,148 Company Sym Insiders Shares $ Value Price
Delta Air Lines-DAL (NYSE) 1.3 Q .15 .10 50.0 7-30 7-30 8-20
Best Grade Bonds-y General Mills-GIS (NYSE) 3.8 Q .60 .59 1.7 7-10 7-10 8-01 Townebank TOWN 66 52,297 1,434,784 $27.44
Gold & Silver Prices (Barron's index of 10 high-grade corporate bonds.)
Jefferies Financial Group-JEF (NYSE)
John Wiley & Sons A-WLY (NYSE)
2.8
3.5
Q
Q
.35
.3525
.30
.35
16.7
0.7
8-19
7-09
8-19
7-09
8-30
7-25
Ul Solutions
Compass Diversified
ULS
CODI
22 590,669 16,538,732
17 194,368 4,337,723
$28.00
$22.32
Handy & Harman 6/28 6/21 Year Ago 4.03 3.97 4.87 John Wiley & Sons B-WLYB (NYSE) 3.4 Q .3525 .35 0.7 7-09 7-09 7-25 Columbia Banking System COLB 13 52,666 1,083,289 $20.57
Kroger-KR (NYSE) 2.3 Q .32 .29 10.3 8-15 8-15 9-01
Gold, troy ounce 2330.90 2335.05 1912.25 Interm-Grade Bonds-y Community Trust Bancorp CTBI 12 10,421 435,510 $41.79
Levi Strauss-LEVI (NYSE) 2.5 Q .13 .12 8.3 8-02 8-02 8-20
Silver, troy ounce 29.28 29.74 22.76
(Barron's index of 10 medium-grade corporate bonds.)
Matson-MATX (NYSE) 1.0 Q .34 .32 6.3 8-01 8-01 9-05
Top 5 Insider Sales by Company in 2024
Base for pricing gold and silver contents of shipments and for making 5.03 4.99 5.06 Smith & Wesson Brands-SWBI (Nasdaq) 3.6 Q .13 .12 8.3 7-11 7-11 7-25
refining settlement. STRATS Allstate 2006-3-GJT (NYSE) 6.9 M .129167 .129063 0.1 6-28 6-28 7-01 Salesforce CRM 53 1,434,828 405,448,138 $287.97
Confidence Index Coinbase Global COIN 42 1,294,831 264,391,393 $204.19
Coins
Krugerrand
Maple Leaf
Price
2419.66
2442.93
Premium $
93.06
116.33
Premium %
4.00
5.00
(High-grade index divided by intermediate-grade index; decline in
latter vs. former generally indicates rising confidence, pointing to
higher stocks.)
Dividend Payment Reductions Adjusted % Record Ex-Div Payment
Datadog
Airbnb
Celsius
DDOG
ABNB
CELH
30
27
27
1,533,135 189,311,178
1,854,649 273,840,472
5,821,636 353,229,553
$123.48
$147.65
$60.68
Mexican Peso 2813.18 8.00 0.29 80.2 79.6 96.2
Austria Crown 2283.53 3.00 0.13 Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date
Austria Phil 2442.93 116.33 5.00
U.S. Eagles 2442.93 116.33 5.00 Other Confidence Indicators: NONE
Premium is the amount over the value of the gold content in the coin.
Source Manfra, Tordella & Brookes, Inc. Bullion spot gold price 2326.6 Bloomberg Barclays US Long Treasury* Week’s Week’s
(This index measures the performance of fixed-rate, nominal US Monthly Dow Jones Industrial Average Dividend Dividend
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.)

Gold Performance Bloomberg Barclays US Credit

3086.15 3151.89 3275.66 Year
Month
First
Closing
Closing
High
Closing
Low
Close Avg
Mean
Last
Close Chg. % Chg.
Avg.
P/E
Avg.
Yield Payment Payment
Holding: Amid lukewarm economic senti- 2024
This list includes payouts on This list includes payouts on
(This index includes all publicly issued, fixed-rate, non-convertible, June common stocks. common stocks.
ment, gold slipped 0.2%, to $2,331 an ounce. investment-grade, dollar-denominated, SEC-registered corporate
38571.03 39411.21 38571.03 38903.73 39118.86 +432.54 +1.12 26.76 1.87

30 debt.) NYSE NASDAQ

3061.55 3067.07 2899.96
Handy & Harman Gold Price
25 Ryan Labs Treasury Index
Quarterly Dow Jones Industrial Average Monday (July 1)
Albemarle .40
Monday (July 1)
Automatic Data 1.40
Year Quarter Clos. Qtrly % Qtrly 12-Mo. P/E Qtrly 12-Mo. Divs Payout C & F Financial .44
Allstate .92 CH Robinson Worldwide .61
(Index of total return from active Treasury notes and bonds. Dec. Ended Ended Avg. Chg. Chg. Earns Earns Ratio Divs Divs Yield Ratio Avangrid .44 Chemung Financial .31
20 31, 1996=100.) 2024 June 28 39118.86 — 688.51 — 1.73 NA NA NA 185.19 739.80 1.89 NA Banc of California .10 Community Trust Bancorp .46
274.69 275.16 268.23 Mar. 29 39807.37 + 2117.83 + 5.62 401.17 1497.74 26.6 186.00 736.31 1.85 0.4916 Baxter International .29 Elbit Systems .50
Brown-Forman Cl A .218 First Fincl Bankshares .18
15 Bond Buyer 20 Bond Index Hawthorn Bancshares .19
Brown-Forman Cl B .218

10
(Index of yields of 20 general obligation municipal bonds.)
3.93 3.90 3.65
Stock Splits/Dividends Special Dividends Cadence Bank
Coca-Cola
.25
.485
Huntington Bancshares .155
Northern Trust
Paramount Global Cl A
.75
.05
Record Ex-Div Pay Record Ex-Div Pay Comerica .71 Paramount Global Cl B .05
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Company Name-Ticker Symbol (Exchange) Amount Date Date Date Energ Gerais-Cemig ADR C .023 Pathward Financial .05
5 Bond Buyer Municipal Bond Index
NONE Freeport-McMoRan-FCX (NYSE) 0.08 7-15 7-15 8-01 First Horizon .15 Popular Inc. .62
Simmons First Natl Cl A .21
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 Genuine Parts 1.00

are changed regularly to keep the index a current picture of the Greif A .52 Stock Yards Bancorp .30
0 Trustco Bank .36
market. Source: The Bond Buyer
4.33 4.30 4.43 Week’s Ex- Week’s Ex- U.S. Treasury Bills Greif Cl B
ITT
.78
.319
UMB Financial
United Bankshares WV
.39
.37
-5 Wkly Ask Macy's .174 Universal Logistics .105
Stock/Bond Yield Gap-s
Dividend Dividend Maturity Bid Asked Chg. Yld. McKesson
New Jersey Resources
.62
.42
WesBanco .36
-10 (Difference between yield on highest-grade corporate bonds and July 02 5.21 5.20 0.02 5.27 Tuesday (July 2)

Barron's Gold Mining Index (955.93)

yield on stocks on the DJIA.)
-2.17 -2.11 -2.80
Dates Dates July 05 5.22 5.21 0.03 5.29
NewMarket
Nike Cl B
2.50
.37 Financial Institutions
Golden Entertainment
.30
.25
-15 July 09 5.21 5.20 0.03 5.28 PPL Corp .257 Ituran Location & Ctrl .39
This list includes payouts on This list includes payouts on Prosperity Bancshares .56 Nathan's Famous .50
Yield on DJ Equal Weight US Corp Bond Idx: common stocks. common stocks. July 11 5.24 5.23 0.05 5.31
J A S O N D J F M A M J July 16 5.24 5.23 0.06 5.31 Regions Financial .24 Phillips Edison .097
Corp Bonds, (y) 5.51 5.47 5.54 NYSE NASDAQ Six Flags Entertainment 1.53 Valley National Bancorp .11
July 18 5.26 5.25 0.09 5.34
Synovus Financial .38 Wednesday (July 3)
v-Week ended Thursday. y-Yield to maturity, week ended Thursday. z- Tuesday (July 2) Tuesday (July 2) July 23 5.25 5.24 0.05 5.33 TEGNA .125
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Source: LSEG.*Barclays T-Bond Index discontinued by firm. Algoma Steel Group .05 July 25 5.23 5.22 0.01 5.31 Mercer International .075
Agilent Technologies .236 Textron .02
Calavo Growers .10 QCR Holdings .06
Republic Services .535 July 30 5.25 5.24 0.05 5.34 Transalta Corp .044
Cricut Cl A .40 UGI .375 Thursday (July 4)
Utd Microelectronics ADR .463 Cricut Cl A .10 August 01 5.23 5.22 0.02 5.32
Westwood .15 NONE
Federal Reserve Data Bank Wednesday (July 3)
Opera ADR
Wednesday (July 3)
.40 August 06
August 08
5.23
5.23
5.22
5.22
0.01
....
5.32
5.31 Tuesday (July 2) Friday (July 5)
AECOM .22 August 13 5.23 5.22 .... 5.33 FirstService .25
One week ended Jun 26: Comcast Cl A .31 Baytex Energy .016
Banco Bradesco Ord ADR .032 August 15 5.22 5.21 0.03 5.32 Hackett Group .11
Village Super Market A .25 Hartford Financial .47
Bank of Nova Scotia .777 Hamilton Lane Cl A .49
Member Bank Latest Prev. Week Year Ago August 20 5.25 5.24 .... 5.35 Kimberly-Clark 1.22 Heartland Express .02
Campbell Soup .37 Thursday (July 4)
Reserve Chgs. (Mil. $) Week Change Change August 22 5.23 5.22 0.02 5.33 Orion .021 Information Services .045
Chunghwa Telecom ADR 1.474 NONE PulteGroup .20 Playtika Holding .10
August 27 5.25 5.24 0.03 5.35
U.S. Gov't securities: ESCO Technologies .08 Friday (July 5) Spire .755 Seagate Technology .70
August 29 5.25 5.24 0.04 5.35
Bought outright 6,802,167 -12,935 -892,270 Korn Ferry .37 STMicroelectronics .09 United Community Banks .23
ChampionX .095 September 03 5.23 5.22 0.02 5.34 Utah Medical Products .30
Noah Holdings ADR 2.125 Cisco Systems .40 TELUS Corp. .284
Federal agency secur: Progressive .10 September 05 5.21 5.20 .... 5.32 Vestis .035
Deswell Industries .10 Saturday (July 6)
Simpson Manufacturing .28 Encore Wire .02 September 10 5.23 5.22 .... 5.34
Bought outright 2,347 .... .... Wednesday (July 3) NONE
Steelcase .10 Gentex .12 September 12 5.23 5.22 .... 5.34
Reserve bank credit: NetApp .52 September 17 5.22 5.21 .... 5.34 Aaron's .125 Sunday (July 7)
Thor Industries .48
Preferred Bank LA .70 H & R Block .32 NONE
Primary Credit 6,921 +353 +3,522 Wabash National .08 Royal Gold .40 September 19 5.21 5.20 -0.01 5.33
HP .276
Secondary Credit .... .... .... VersaBank .025 September 24 5.21 5.20 .... 5.33
Thursday (July 4) Utz Brands .059
Seasonal Credit
Float
52
-312
+10
-59
+25
-99
NONE Saturday (July 6)
NONE
September 26
October 01
5.23
5.21
5.22
5.20
0.02
....
5.36
5.34
Utz Brands
VICI Properties
.021
.415
Week’s
Other F.R. Assets
Total Fed Credit #
38,230
7,207,812
+664
-13,221
-3,829
-1,109,827
Friday (July 5)
ABM Industries .225
Sunday (July 7)
October 03
October 08
5.18
5.22
5.17
5.21
....
....
5.31
5.35
Thursday (July 4)
NONE
Dividend
NONE October 10 5.20 5.19 .... 5.34
Gold stock
SDR Certif. Accounts
11,041
5,200
....
....
....
....
American Express
Bristol Myers Squibb
.70
.60 Monday (July 8) October 15 5.21 5.20 .... 5.35 Friday (July 5) Payment
Treas. Curr. Outst. 52,966 +14 +721 Ennis .25 Escalade .15 October 17 5.21 5.20 0.01 5.35 Broadridge Finl Solutions .80
Immersion .045 October 22 5.22 5.21 .... 5.37 This list includes payouts on
Total 7,294,680 -13,305 -1,109,799 General Dynamics 1.42 Chesapeake Utilities .64 common stocks.
Globe Life .24 Roper Technologies .75 October 24 5.18 5.17 -0.03 5.33 Chubb .91
Currency in circ 2,352,241 +2,036 +10,785 Waterstone Fincl .15 NYSE American
Helios Technologies .09 October 29 5.22 5.21 .... 5.37 CompanhiaSBEDP ADR .281
Treas. Cash Hldgs 410 -1 +192 CONMED .20
JPMorgan Chase 1.15 October 31 5.17 5.16 .... 5.33 Monday (July 1)
Treas. Fed Deposits 765,417 +42,007 +374,846
Foreign Fed Deposits 9,683 .... -2
Lennar Cl A
Lennar Cl B
.50
.50 Week’s Ex- November 07
November 14
5.17
5.16
5.16
5.15
0.01
....
5.33
5.32
Curtiss-Wright
Dine Brands Global
.21
.51
Imperial Oil .44
Other Fed Deposits 157,777 +12,272 -44,443 Dole .08 Tuesday (July 2)
Other FR liab/cap
Total factors
-123,496
3,992,033
+2,020
+118,322
-102,914
-1,240,879
Sysco
Toll Brothers
.51
.23 Dividend November 21
November 29
5.14
5.12
5.13
5.11
-0.01
-0.01
5.31
5.29
Graphic Packaging
Himalaya Shipping
.10
.04
NONE
Wednesday (July 3)
Reserves F.R. banks
Fgn hold U.S. debt
3,302,647
3,314,230
-131,627
+4,446
+131,080
-118,173
Saturday (July 6)
NONE
Dates December 05
Dec 12 '24
5.14
5.13
5.13
5.12
-0.02
-0.02
5.32
5.31
Kennedy-Wilson Holdings .12
Myers Industries .135 NONE
Dec 19 '24 5.12 5.11 -0.02 5.31 North Amer Construction .073 Thursday (July 4)
Sunday (July 7) This list includes payouts on Restaurant Brands Intl .58
common stocks. Dec 26 '24 5.12 5.11 0.04 5.31 NONE
NONE Rogers Communications B .366
Reserve Aggr (Mil. $) Latest Prev. Month % Year NYSE American Jan 23 '25 4.91 4.90 .... 5.06 Turning Point Brands .07
Month Ended May: Month Month Chg. Ago
Friday (July 5)
Monday (July 8) Feb 20 '25 4.96 4.95 .... 5.13 WPP ADR .244 NONE
Total Reserves: 3,376,200 3,429,500 -1.55 3,235,600 Tuesday (July 2) Mar 20 '25 4.94 4.93 -0.01 5.12
Disney .45 Saturday (July 6) Saturday (July 6)
Nonborrowed Res 3,255,800 3,293,500 -1.14 2,928,400 Acme United .15 Apr 17 '25 4.91 4.90 0.01 5.11
OGE Energy .418 NONE
May 15 '25 4.89 4.88 0.01 5.11 NONE
Borrowed Reserves 120,410 135,938 -11.42 307,190 Quest Diagnostics .75
Wed. (July 3)-Mon. (July 8) Jun 12 '25 4.86 4.85 .... 5.09 Sunday (July 7) Sunday (July 7)
Monetary Base 5,725,300 5,775,200 -0.86 5,569,600 Sylvamo .45
Universal Corp .81 NONE NONE NONE
 July 1, 2024 BARRON’S 53

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

Life360 AnixaBiosci DollarTree LifecoreBiomed ProgressSoftware Waldencast LennoxIntl DaqoNewEnergy

Week’s Macatawa
Macom Tech
AppliedDNA
AptevoTherap
DolphinEnt
DonegalGroup A
LifeStanceHealth
LipellaPharm
ProPhaseLabs
PsyenceBiomed
WalgreensBoots
Workhorse
EliLilly
LumentFinance
Diageo
DianaShipping
Quanterix
New Highs and
Medpace AptoseBiosci DonegalGroup B LiqTechIntl X4 Pharm Marsh&McLen DuckhornPtf
MeritMedical AquaBountyTech Dynatronics LiveVentures Quantum-Si XcelBrands Matson Dynatrace
MetroCityBkshs AquaMetals EbangIntl Locafy QuantumComp Xerox McKesson EnergyVault

Lows Microsoft
MountainI A
ARBIOT
ArrayTech
EdibleGarden
EditasMedicine
LogicMark
LoopIndustries
QuidelOrtho
QuoinPharm
RadiusRecycling
XIAO-I
Xometry
Merck
Moody's
Envista
Eventbrite
NanoNuclearEner ArtWayMfg EffectorTherap Lottery.com XortxTherap MotorolaSol EvolentHealth
NYSE
NatlWesternLife AslanPharm ElbitSystems LyellImmuno RapidMicro ZapataComputing MurphyUSA Figs
RaptTherap

230 132
NewProvidenceII A AspiraWomenHlth EnsysceBio LyraTherap ZeoEnergy N-able ForgeGlobal
NexalinTechnology AstecIndustries EnteroTherapeutics LytusTech Raytech ZyVersaTherap NatlBankHoldings Getaround
NurixTherap AstraSpace EnterpriseBncp MagicEmpire REGENXBIO NatlStorage GettyImages
New Highs New Lows
Renalytix NYSE
OakWoodsAcqnA Auddia EnvericBiosci MainzBiomed NovoNordisk GettyRealty
Nasdaq PepGen Ayro EuropeanWax Mannatech RevanceTherap NEW HIGHS NuHoldings GinkgoBioworks
PerceptionCapIII Baidu ExactSciences MarinusPharm ReWalkRobotics ADT NuScalePower GrafTechIntl

239 446 PriorityTech BallardPower Expion360 MarketAxess RockyMtnChoc Aflac OneLiberty GranitePointMtg
ProficientAuto BarinthusBio Fanhua MarketWise RumbleON AT&T Oppenheimer A GrayTelevision
New Highs New Lows RackspaceTech BeamGlobal Farmmi Materialise RushEnt B AcadiaRealty OverseasShip GreenTree
RedViolet BeyondAir FAT Brands Mattel Safe&GreenDevt AdtalemGlbEduc PJT Partners Greif B
NYSE American RegenPharm Big5SportingGds FennecPharm MaxeonSolar SagaComm AerCap PackagingCpAm Greif A
RoperTech BigTreeCloud FidelityD&D MDB Capital SalariusPharm AmerStratInvt PennyMacFin HavertyFurn

24
New Highs
28
New Lows
SabraHealthcare
SlamA
Sohu.com
BioCardia
BionanoGenom
BioNTech
FirstGuarBcshs
FirstNWBncp
Five9
MediromHlthcr
MeiwuTechnology
MicroCloudHologram
Schrodinger
SciSparc
SeelosTherap
Ameriprise
AngelOakMtgREIT
AptIncmREIT
Pinterest
PiperSandler
Procter&Gamble
ICL Group
Ibotta
IndContractDrill
BioVie Fortrea MilestonePharm ServiceProperties PropertyGuru Insperity
Only includes COMMON and REIT stocks SpringValleyII A Aramark
Bloomin'Brands FractylHealth MingtengIntl Shapeways RELX JinkoSolar
SproutsFarmers AristaNetworks
BluejayDiag FreightTech MingZhuLogistics SharpLink RXO KKR RealEstFin
NYSE American APxAcqnI A SteelConnect Artivion
BlueStarFoods FSD Pharma MolecularTemp ShoalsTech Redwire KoreGroup
AvePoint TDH Avalonbay
NEW HIGHS BoneBiologics FuelCell MoleculinBiotech SI-BONE Riskified LandBridge
Bank7 TeraWulf AveryDennison
BoundlessBio FundamentalGlbl MoolecScience SidusSpace RoyalCaribbean Lear
DecisionPointSys BarfreshFood TexasRoadhouse Bark
BranchOutFood FutureFinTech Movano SiloPharma RyanSpecialty LionElectric
EmersonRadio BarrettBus TMT Acqn BRC
BrenmillerEner Galapagos MSP Recovery SIMPPLE SAP LithiumAmArg
51TalkOnlineEd BlueprintMed Torm BRF
SingularGenomics SDCLEDGEAcqn
GranTierraEner Booking TransMedics BriaCellTherap Gauzy MultiSensorAI BankofAmerica LithiumAmericas
SiyataMobile SPX Tech
LairdSuperfood BowenAcqn TSR BridgerAerospace Genelux MuralOncology BlockHR MBIA
SOBR Safe ScorpioTankers
NatlHealthcare BukitJalilGlbAcqn1 TTM Tech BullfrogAI GeneticTech MyMD Pharm BostonSci MP Materials
SocietyPass Sea
StrawberryFldREIT Camtek UFP Tech Bumble Genmab MySize BreadFinancial MagnaIntl
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SolarEdgeTech SelectMedical
10XCapIII A CecoEnvl UnitedTherap ByndCannasoft Genprex N2OFF Brink's Manitowoc
SolarmaxTech SixFlags
TherivaBio ChefsWarehouse UnivDisplay CabalettaBio Gevo NaaSTechnology BrinkerIntl Medifast
Soligenix StifelFinancial
WidePoint ChurchillDowns VeriskAnalytics CambiumNtwks GilatSatellite Nanobiotix Brown&Brown MultiPlan
SonnetBio SumitomoMits
Cintas Vertex CarbonRevolution GlbPtrII A NationalBeverage BurlingtonStrs MyersIndustries
NEW LOWS SoundGroup SummitMidstream
CirrusLogic VitalFarms CareMax GoldenHeaven NationalVision CACI Intl Nevro
AeonBiopharma SoundThinking SynchronyFinl
Coca-ColaEuro Vivakor CaribouBio Goodyear NatlResearch Cadeler Nike
AgEagleAerial SouthernCalBncp TE Connectivity
CocaColaCon VoxRoyalty Carmell GoPro NatureWood Carvana NoahHoldings
AltisourceAsset SpartanNash TJX
CoffeeHolding VSE CarParts.com Greenlane NautilusBiotech CedarFairRec NuSkinEnts
Azitra SportsmansWrhs TargaResources
CommvaultSys WalkMe CassavaSciences GreenPowerMotor NeumoraTherap Cinemark O-I Glass
CatchaInvtA StabilisSolns TylerTech
ContineumTherap WholeEarthBrds CBLInternational GreenwaveTech NeuroOneMed CleanHarbors Offerpad
ChinaPharma Staffing360 UniversalHealthB
CCSC Tech Intl GRI Bio NewellBrands OneConnectFin
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

CornerGrowth2 A WillisLease SurgePays ColgatePalm

CleanCore Cemtrex Gritstone NewFortressEner Ventas Owens&Minor
CredoTech Wingstop Taitron Costamare
CoreMoldingTech Cerence GryphonDig NewHorizAircraft Viking POSCO
CSW Industrials TCBioPharm DT Midstream
Cybin NEW LOWS CERoTherap GT Biopharma Nikola DutchBros
VistaOutdoor PaycomSoftware
Daktronics TelomirPharm
DeltaApparel 10xGenomics CheetahNetSupply HCW Biologics NioCorpDevts Walmart PeakstoneRealty
DelcathSystems TempusAI Ecolab
EVI Industries 22ndCentury ChijetMotor HealthcrTriangle NotableLabs WasteConnections Perrigo
Dogness TenaxTherap Endeavor
1847Holdings 2U ChurchillCapIX HeartTestLabs NuCana WesternMidstrm Pinstripes
DyneTherap TenonMedical Equitable
HoustonAmEner A2Z SmartTech Chuy's HeliusMedical Nukkleus Williams ProvidentFinSvcs
eBay TevogenBio EquityBcshs
i-80Gold AadiBioscience Cibus HothTherap Nuwellis EquityResdntl NEW LOWS QuantumScape
Elutia TherapeuticsMD
IssuerDirect AbCelleraBio Cingulate HuadiIntl Nvni EvercoreA Rafael
EudaHealth ThunderPower ACCO Brands
LoopMedia Accolade CISO Global Hurco NWTN FairIsaac RogersComm B
EuroDry TitanMachinery AGCO
Network1Techs ACELYRIN CitiusPharm Hydrofarm OcuphirePharma FedEx RyersonHolding
EvergreenA TonixPharm AMN Healthcare
NewFoundGold AdamasOne ClearOne HyzonMotors OhioValleyBanc Gallagher SendasDistrib
Fitell TopKingWin AMTD IDEA
NovaBayPharm Fly-E Addentax ClearSignTech ICZOOMA OlympicSteel Gannett SeritageGrowth
TopWealth Adient
Oragenics FormFactor AdlaiNortye CNS Pharm Immuneering OmegaFlex GeneralDynamics Smucker
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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
54 BARRON’S
In the history of banking, one constant remains:
Banks will fail. And when they do, governments
will bail them out.
O T H E R VO I C E S
governments will bail them out. This
phenomenon, spanning centuries,
isn’t merely a symptom of modern
finance but an aspect of the banking
ecosystem that goes back to the ori-
gins of banking in medieval and early
Renaissance Italy. We see the same
pattern again and again. Banks grow
and expand to the point of failure, and
states attempt to fortify against future
failure with safeguards and regula-
tions. The state’s efforts stifle the
banks’ ability to facilitate economic
growth and to provide essential finan-
cial services to the state, businesses,
and individuals, which leads to dereg-
ulation and the loosening of con-
straints, which leads to expansion,
and so the cycle begins again.
As a lifelong banker and business-
man, I’ve seen it up close. I have de-
voted my life to the banking of busi-
ness, and the business of banking. I
have worked with governments, cor-
porations, financial institutions, and
individuals. I’ve seen banks and busi-
nesses grow. And I’ve seen them fail.
I am also a keen scholar of the de-
More Bank Bailouts velopment of banking and monetary
systems. As described in my book
Money and Promises: Seven Deals That
Changed the World, I have spent years
Are Coming. That’s in the archives of banks around the
world, examining the records of actual
transactions, trying to understand
how banking works, on the page and
How It Should Be. in detail, and in particular trying to
understand the nature of the peculiar
and paradoxical relationship between
banks and states.
All of this learning and experience
he headnote accom- BY PAOLO in assets. Silicon Valley Bank and has led me to one inescapable conclu-
panying the Wiki- ZANNONI Signature Bank failed in March sion: Both bank failures and bailouts
pedia entry under The writer is the 2023, then First Republic Bank was are unavoidable. This is because at
“List of largest executive deputy sold to JPMorgan Chase in May. As the heart of banking lies a paradox.
bank failures in the chairman of the always, and not unreasonably, the Banks thrive by exchanging their
United States” says board of Prada, economists, the commentators, and clients’ debts with their own. This
it all: “This is a dy- president of Prada the general public threw up their cycle generates bank income, fueling
namic list and may never be able to Holding, and advi- hands in utter despair. How could this economic activity by making money
satisfy particular standards for com- sor to the executive happen again? And why? available to consumers, investors,
T
pleteness.” Dynamic, indeed. And
incomplete? Absolutely.
office of Goldman
Sachs Interna-
Well, it has to do with the very na-
ture of banking. And we must under-
and the state. In essence, the pursuit
of profit by bankers translates into
Since the banking crisis of 2008, tional. This essay stand this fundamental aspect of increased purchasing power for con-
more than 500 banks have failed in is adapted from his banking in order to prepare for the sumers, the infusion of capital into
the U.S., representing billions of dol- new book. next—inevitable—bank failure. the economy, and the provision of
lars and tens of thousands of jobs. In the long and tumultuous history public goods. Society at large benefits.
Last year alone, three major U.S. of banking, one constant remains: States need banks almost as much as
banks failed. Each had over $1 billion Banks will fail. And when they do, bankers need states.
July 1, 2024
However, this symbiotic relation-
ship between banks and states has its
pitfalls. Banks are inherently fragile
due to their reliance on debt. Excessive
risk-taking makes them more suscep-
tible to failure. Banks will always want
to take on more debt because that’s
how banks work, to the advantage of
bankers and everyone else.
In return for the many advantages
conferred by an ambitious, risk-tak-
ing, and dynamic banking system, the
state—in the form of regulators, poli-
cymakers, and central bankers—will
seek to mitigate the adverse effects of
bank failures. The bailout is the age-
old, tried-and-tested solution to the
problem of bank failure. It serves as a
safety net, minimizing the conse-
quences for investors and society of
banking’s systemic weaknesses. The
bailout is the necessary outcome of
the never-ending tension between the
state’s willingness to incentivize risk-
taking for economic growth and safe-
guarding the nation against cata-
strophic banking collapses.
Critics of the banking system often
decry its flaws. They propose sweep-
ing reforms. But what I learned in my
journey to the historic heart of bank-
ing confirms what I’ve seen in prac-
tice. The complexity of banking sys-
tems always defies easy solutions, and
the cycle always reasserts itself, no
matter what.
Rather than rushing to regulate, we
should recognize the necessary, inti-
mate relationship between bankers’
self-interest and the societal benefits
that banking enables and confers, and
we should acknowledge the inherent
systemic risks in banking, in order to
foster informed decision-making and
indeed to immunize ourselves against
populist rhetoric peddling simplistic
remedies.
The inevitability of bank failures
illustrates a profound truth about
human nature and economic systems.
Ambition and greed can precipitate
crises, but harnessing those tenden-
cies enables economic progress. Ac-
knowledging this perpetual tension,
this precarious balance between the
two, is essential for understanding
how we might maintain a resilient and
Illustration by Michael Haddad
functional banking system. B
 July 1, 2024
RETIREMENT
Sitting on Nvidia Gains?
Here’s What to Do.
BY ELIZABETH O’BRIEN
N
vidia’s meteoric rise has left
investors both giddy and anx-
ious. And it’s posing some ques-
tions: Should you take any prof-
its off the table? And how do you avoid
getting slammed with capital-gains taxes?
Taking profits looks tempting, espe-
cially as the stock wavers. Shares are up
187% over the past year. Had you been
lucky enough to invest $10,000 five years
ago, you would be sitting on about
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
$316,000, including dividends.
Even if you don’t own the stock directly,
you might have exposure through the S&P
500, as Nvidia makes up about 6% of the
index. While the stock alone can’t topple
the market, it’s a proxy for the biggest tech
trend in a generation: artificial intelli-
gence. If enthusiasm wanes, the market
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
would take a haircut.
All that makes it a good time to evalu-
ate Nvidia’s impact on your portfolio,
even if it’s indirect.
“It’s wonderful to have participated in
this ride—it’s fun for everyone,” says
Louise Goudy Willmering, partner at
Crewe Advisors in Scottsdale, Ariz. “But
I think it’s important not to let it become
a disproportionate part of your portfolio.”
There’s no hard rule about how much
of a given stock is too much. If you own
Nvidia directly, it might have grown to
more than 10% of your equity holdings.
Most advisors say that’s too much, and
suggest paring back. You may miss out
on more gains, but consider how you
would feel if the stock declined 20%. Ac-
ademic research finds that we regret our
investment losses much more than we get
joy from our wins.
If you own the stock in an IRA, you
might not have to worry about capital-
gains taxes, which generally aren’t as-
sessed in tax-deferred retirement ac-
counts. Instead, withdrawals are taxed as
ordinary income in retirement.
In a taxable account, you will owe
BARRON’S
capital-gains taxes on any profits you
take. Short-term capital gains on sales of
assets held for a year or less are gener-
ally taxed like ordinary income at up to
37%. Long-term capital gains on assets
held for more than a year are taxed at up
to 20%. Single filers with incomes over
$200,000 and married couples with
incomes over $250,000 may be subject
to an additional 3.8% net investment
income tax.
One way to lower your tax bill is to
offset capital gains with losses. Short-
and long-term losses must first be ap-
plied against gains of the same duration,
but leftover losses can be applied to the
other type of gain. If you sell a position
for tax purposes but still like the stock,
you can always buy it back after 30 days
to avoid violating the “wash sale” rule.
Plenty of sectors and stocks haven’t
done as well as Nvidia. Tesla, for one, is
down about 28% over the past year. If
you’ve lost money on Tesla, you could use
those losses against your gains.
If you have exposure to Nvidia
through an S&P 500 fund, consider
swapping some of it for an equal-
weighted fund like the Invesco S&P
500 Equal Weight exchange-traded
fund, which holds every stock in the in-
dex in roughly the same proportion. You
won’t get the megacap lift of stocks like
Nvidia, but the ETF is up a respectable
annualized 9.8% over the past decade.
Nvidia isn’t the only way to capture
the AI theme. Consider companies like
Micron Technology and Corning,
which also benefit. You could also substi-
tute other growth stocks for Nvidia, such
as Costco Wholesale. “Their earnings
are a staircase,” says John Robinson, a
financial planner in Honolulu, referring
to the company’s steady annual gains.
Sure, Nvidia’s stock could regain its
footing and power even higher. But if you
do sell, you probably won’t regret it. “No-
body ever goes broke by taking capital
gains,” Goudy Willmering says. B
MAILBAG
The Massive and
Growing Deficit
To the Editor:
We love to criticize politicians for buying
votes, but the sad truth is the American
voter loves to be bought (“All Eyes Are
on the Debate. Everyone Is Ignoring the
Most Important Issue,” Up & Down Wall
Street, June 21). Even the Greatest Gener-
ation, who should have known better,
went all in for Medicare and shifting So-
cial Security from preventing geriatric
poverty to funding their golden years.
Shame on all of us!
Larry Fellman
On Barrons.com
Unheeded Warnings
To the Editor:
Drastic insurance hikes are a sign (“Heat
Is Scorching the U.S. It’s Time to Talk
About the Economic Impact,” June 20).
Property owners should stop and think,
“Wait a minute, maybe it is risky to live
here. Maybe I ought to think about sell-
ing this property.”
I have tried to warn my brother, who
owns several coastal properties, about
climate change. He complains about in-
surance hikes, but he says lots of people
are still moving down to the coastal re-
gions, and he feels safety in numbers.
This is a case where there is not safety
in numbers.
Reginald Smythe
On Barrons.com
Buybacks: Pros and Cons
To the Editor:
I don’t believe in stock buybacks (“5
Cheap Stocks Buying Back Shares at Rea-
sonable Prices,” Income Investing, June
20). They expose weakness in the C-
suite. Any CEO who buys back stock is
admitting he doesn’t have the confidence
in himself or his team to grow his com-
pany more than the market, and is will-
55
ing to accept market returns in exchange
for organic growth. If you have excess
cash, increase your dividend.
I’d much rather buy companies whose
C-suite executives are taking out their
checkbooks and making personal, non-
compensation-based open-market pur-
chases of shares in the companies they
are running. That’s skin in the game.
Eddie Finocchiaro
Marshfield, Mass.
To the Editor:
Paying close attention to buybacks can
give an investor a solid edge. It has
helped me, and I only regret that I didn’t
do it more over the years. Shareholders
generally benefit more from buybacks
because the 1% excise tax is a lot less than
the income tax on dividends.
Anthony Bavedas
Shelton, Conn.
Beyond Nvidia
To the Editor:
I invite all the doubters about Nvidia to
take a ride to my town and see all the
mega-data centers under construction—
and all the land being cleared for more
(“Nvidia Soars. These 12 Stocks Are Now a
Safer Way to Play AI,” Tech Trader, June
21). All those data centers are going to
need hundreds of thousands of GPUs.
Chris Hodges
Ashburn, Va.
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correspondence must bear the writer’s
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Letters are subject to editing.
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56 BARRON’S July 1, 2024

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