Share of the companies with an open-market insider purchase (no 10b5-1 plan) in the last 90 days.
Insiders buying broadly — top 20%Dollars directors and officers spent on open-market purchases, all companies together, last 90 days.
Dollars directors and officers received from open-market sales, all companies together, last 90 days.
Dollars bought minus sold on the open market by directors and officers, all companies together, last 90 days.
Companies the tracked conviction funds (Berkshire, Pershing Square, …) net bought in their latest 13F.
Conviction funds buying — top 20%Share of the companies whose stake the largest active managers raised in their latest 13F.
Share of the companies whose stake the largest active mutual funds and ETFs raised in their latest N-PORT.
Share of the companies whose revenue growth is faster than a quarter earlier.
Share of the companies whose operating margin is up over 3 years.
Median expected earnings growth in Hand of the Market's own model (HoM est.) (revenue-growth based).
Share of the companies with a return on invested capital of at least 10%.
Median shares sold short as % of shares outstanding (FINRA).
Ticker | Company | Quality checks | Revenue growth YoY | Op. margin change 3y | ROIC | Insiders buying (90d) | Insider $ bought (90d) |
|---|---|---|---|---|---|---|---|
| TNC | TENNANT CO | 3/6 | 1.7% | −7.7 pp | 3.5% | 3 | $849.25K |
| KMT | KENNAMETAL INC | 5/6 | 42.6% | +10.8 pp | 16.6% | 2 | $354.75K |
| AAON | AAON, INC. | 2/3 | 101.2% | −6.4 pp | — | 2 | $109.58K |
| FTI | TechnipFMC plc | 6/6 | 9.0% | +9.3 pp | 48.9% | 1 | $499.97K |
| IR | Ingersoll Rand Inc. | 5/6 | 8.5% | +3.0 pp | 8.3% | 1 | $1M |
| ZWS | Zurn Elkay Water Solutions Corp | 5/5 | 10.5% | +13.8 pp | 15.8% | 1 | $99.99K |
| SXI | STANDEX INTERNATIONAL CORP/DE/ | 4/6 | 2.8% | −1.4 pp | 14.0% | 1 | $12.33K |
| ETN | Eaton Corp plc | 3/3 | 21.4% | — | — | 1 | $92.16K |
| ITT | ITT INC. | 3/6 | 51.5% | −2.7 pp | 6.7% | 1 | $1M |
| SEI | Solaris Energy Infrastructure, Inc. | 3/5 | 46.9% | +8.0 pp | 8.3% | 1 | $500.99K |
| AGCO | AGCO CORP /DE | 2/6 | -1.0% | −6.0 pp | 7.2% | 1 | $100.71K |
| AZTA | Azenta, Inc. | 1/3 | 12.0% | −17.3 pp | — | 1 | $8.1K |
| MFP | Midera Food Processing, Inc. | — | 13.2% | — | — | 1 | $491.05K |
| CAT | CATERPILLAR INC | 6/6 | 24.0% | +1.3 pp | 20.5% | — | — |
| CMI | CUMMINS INC | 6/6 | 9.4% | +0.5 pp | 17.3% | — | — |
| DCI | DONALDSON Co INC | 6/6 | 8.0% | +1.4 pp | 16.6% | — | — |
| DOV | DOVER Corp | 6/6 | 6.9% | +0.7 pp | 11.3% | — | — |
| EPAC | ENERPAC TOOL GROUP CORP | 6/6 | 5.6% | +10.2 pp | 20.7% | — | — |
| LECO | LINCOLN ELECTRIC HOLDINGS INC | 6/6 | 12.0% | +1.4 pp | 24.0% | — | — |
| LII | LENNOX INTERNATIONAL INC | 6/6 | 3.0% | +4.3 pp | 29.6% | — | — |
| NDSN | NORDSON CORP | 6/6 | 10.3% | +1.2 pp | 13.0% | — | — |
| NVT | nVent Electric plc | 6/6 | 52.8% | +1.2 pp | 12.3% | — | — |
| TTC | TORO CO | 6/6 | 8.3% | +0.0 pp | 18.1% | — | — |
| ASTE | ASTEC INDUSTRIES INC | 5/6 | 23.5% | +0.5 pp | 3.6% | — | — |
| GGG | GRACO INC | 5/6 | 7.9% | −2.0 pp | 20.7% | — | — |
| IEX | IDEX CORP /DE/ | 5/6 | 6.4% | −2.5 pp | 10.8% | — | — |
| LRCX | LAM RESEARCH CORP | 5/6 | 30.0% | +5.6 pp | 67.9% | — | — |
| PNR | PENTAIR plc | 5/6 | -17.0% | +4.7 pp | 13.3% | — | — |
| SPXC | SPX Technologies, Inc. | 5/6 | 22.9% | +9.2 pp | 11.1% | — | — |
| XYL | Xylem Inc. | 5/6 | 1.5% | +4.3 pp | 8.7% | — | — |
| ZBRA | ZEBRA TECHNOLOGIES CORP | 5/6 | 20.4% | −1.3 pp | 10.8% | — | — |
| ALG | ALAMO GROUP INC | 4/6 | 7.5% | −2.4 pp | 8.7% | — | — |
| GTES | Gates Industrial Corp Ltd. | 4/6 | 6.6% | +1.6 pp | 9.4% | — | — |
| HAYW | Hayward Holdings, Inc. | 4/5 | 6.3% | +4.4 pp | 9.0% | — | — |
| KAI | KADANT INC | 4/6 | 22.6% | −2.3 pp | 8.8% | — | — |
| LNN | LINDSAY CORP | 4/6 | -5.1% | −5.3 pp | 10.5% | — | — |
| NOV | NOV Inc. | 4/6 | -2.5% | −1.5 pp | 1.9% | — | — |
| RBC | RBC Bearings INC | 4/6 | 19.1% | +2.7 pp | 8.7% | — | — |
| RRX | REGAL REXNORD CORP | 4/6 | 4.2% | +1.8 pp | 5.2% | — | — |
| TKR | TIMKEN CO | 4/6 | 7.5% | −3.1 pp | 7.6% | — | — |
| WFRD | Weatherford International plc | 4/6 | -7.2% | −3.1 pp | 24.3% | — | — |
| BKR | Baker Hughes Co | 3/3 | -2.4% | — | — | — | — |
| CARR | CARRIER GLOBAL Corp | 3/6 | 3.9% | −7.0 pp | 7.1% | — | — |
| ESAB | ESAB Corp | 3/6 | 12.9% | −1.3 pp | 6.1% | — | — |
| FLS | FLOWSERVE CORP | 3/4 | — | — | 8.5% | — | — |
| ITW | ILLINOIS TOOL WORKS INC | 3/3 | 6.1% | — | 29.3% | — | — |
| JCI | Johnson Controls International plc | 3/3 | 9.3% | — | — | — | — |
| MIDD | MIDDLEBY Corp | 3/5 | 9.9% | −0.6 pp | 10.0% | — | — |
| VECO | VEECO INSTRUMENTS INC | 3/6 | 16.5% | −5.8 pp | 2.0% | — | — |
| WHD | Cactus, Inc. | 3/4 | 64.3% | −3.2 pp | 22.3% | — | — |
| ACMR | ACM Research, Inc. | 2/6 | 36.0% | −5.7 pp | 9.9% | — | — |
| DE | DEERE & CO | 2/4 | 4.9% | −7.6 pp | — | — | — |
| INVX | Innovex International, Inc. | 2/5 | 9.2% | −15.2 pp | 7.2% | — | — |
| JBTM | JBT MAREL Corp | 2/5 | 4.9% | −1.9 pp | 3.8% | — | — |
| ACLS | AXCELIS TECHNOLOGIES INC | 1/4 | 10.6% | −11.6 pp | — | — | — |
| BC | BRUNSWICK CORP | 1/5 | 7.7% | −13.2 pp | -0.5% | — | — |
| CNH | CNH Industrial N.V. | 1/2 | 1.9% | — | — | — | — |
| DNOW | DNOW Inc. | 1/4 | 108.1% | −11.5 pp | -6.6% | — | — |
| TEX | TEREX CORP | 1/5 | 50.5% | −6.3 pp | 4.0% | — | — |