Hand of the Market Industries
Insider buying breadth
11.1% −5.6 pp

Share of the companies with an open-market insider purchase (no 10b5-1 plan) in the last 90 days.

Insider buying ($, 90d)
$268.59K

Dollars directors and officers spent on open-market purchases, all companies together, last 90 days.

Insider selling ($, 90d)
$7.56M

Dollars directors and officers received from open-market sales, all companies together, last 90 days.

Insider net buying (90d)
-$7.29M

Dollars bought minus sold on the open market by directors and officers, all companies together, last 90 days.

Conviction-fund buys
1

Companies the tracked conviction funds (Berkshire, Pershing Square, …) net bought in their latest 13F.

Active managers adding
64.7%

Share of the companies whose stake the largest active managers raised in their latest 13F.

Active funds adding
52.9%

Share of the companies whose stake the largest active mutual funds and ETFs raised in their latest N-PORT.

Growth accelerating
60.0% +53.3 pp

Share of the companies whose revenue growth is faster than a quarter earlier.

Margins improving
64.3% +7.2 pp

Share of the companies whose operating margin is up over 3 years.

Expected growth (HoM est.)
7.4% −0.6 pp

Median expected earnings growth in Hand of the Market's own model (HoM est.) (revenue-growth based).

Quality breadth
11.8%

Share of the companies with a return on invested capital of at least 10%.

Short interest (median)
4.3% +0.3 pp

Median shares sold short as % of shares outstanding (FINRA).

Companies

Ticker
Company
Quality checks
Revenue growth YoY
Op. margin change 3y
ROIC
Insiders buying (90d)
Insider $ bought (90d)
DTMDT Midstream, Inc.2/611.0%−0.7 pp6.1%2$218.31K
ATOATMOS ENERGY CORP2/64.8%+13.9 pp5.8%1$50.28K
NFGNATIONAL FUEL GAS CO5/61.1%+4.2 pp12.1%——
KMIKINDER MORGAN, INC.4/610.8%+4.2 pp6.3%——
NJRNEW JERSEY RESOURCES CORP3/59.9%+0.5 pp6.7%——
TRGPTarga Resources Corp.3/64.2%+9.1 pp13.1%——
WMBWILLIAMS COMPANIES, INC.3/69.8%+2.4 pp8.2%——
AMAntero Midstream Corp2/57.1%−5.3 pp8.6%——
AROCArchrock, Inc.2/3-3.1%————
CPKCHESAPEAKE UTILITIES CORP2/64.7%+5.7 pp5.8%——
MDUMDU RESOURCES GROUP INC2/66.9%+6.2 pp5.2%——
NWNNorthwest Natural Holding Co2/63.1%+6.6 pp5.6%——
KGSKodiak Gas Services, Inc.1/621.1%−4.1 pp5.8%——
KNTKKinetik Holdings Inc.1/636.3%−2.5 pp7.2%——
OKEONEOK INC /NEW/1/652.8%−3.7 pp8.4%——
SWXSouthwest Gas Holdings, Inc.1/4——4.7%——
OGSONE Gas, Inc.0/3——5.7%——
SRSPIRE INC0/4——4.1%——

Source: SEC EDGAR (Forms 4, 10-Q, 10-K, 13F, N-PORT) and FINRA short interest. Aggregated by Hand of the Market from each company's filings and the latest fund filings; fund signals are as of the funds' latest reports, so they lag by up to a quarter.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.