Share of the companies with an open-market insider purchase (no 10b5-1 plan) in the last 90 days.
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.
Active managers adding — top 20%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) |
|---|---|---|---|---|---|---|---|
| AME | AMETEK INC/ | 6/6 | 15.0% | +0.9 pp | 13.2% | 1 | $1.02M |
| BMI | BADGER METER INC | 4/4 | -6.6% | +2.6 pp | — | 1 | $101.57K |
| MIR | Mirion Technologies, Inc. | 4/6 | 19.7% | +33.5 pp | 2.5% | 1 | $312K |
| A | AGILENT TECHNOLOGIES, INC. | 6/6 | 8.1% | +2.0 pp | 14.9% | — | — |
| CGNX | COGNEX CORP | 6/6 | 16.9% | +1.5 pp | 12.2% | — | — |
| ILMN | ILLUMINA, INC. | 6/6 | 9.4% | +107.9 pp | 18.9% | — | — |
| ITRI | ITRON, INC. | 6/6 | -7.2% | +10.9 pp | 10.4% | — | — |
| KEYS | Keysight Technologies, Inc. | 5/6 | 36.5% | −5.1 pp | 18.6% | — | — |
| ROK | ROCKWELL AUTOMATION, INC | 5/5 | 7.9% | — | 26.9% | — | — |
| VLTO | Veralto Corp | 5/6 | 7.5% | −0.7 pp | 24.3% | — | — |
| VNT | Vontier Corp | 5/6 | -2.2% | +1.3 pp | 16.1% | — | — |
| DHR | DANAHER CORP /DE/ | 4/6 | 8.3% | −3.4 pp | 6.2% | — | — |
| FTV | Fortive Corp | 4/6 | 7.9% | +0.2 pp | 7.7% | — | — |
| MKSI | MKS INC | 4/6 | 28.3% | +52.5 pp | 9.5% | — | — |
| ONTO | ONTO INNOVATION INC. | 4/6 | 35.3% | −7.4 pp | 5.3% | — | — |
| RVTY | REVVITY, INC. | 4/6 | 1.3% | −1.9 pp | 3.5% | — | — |
| TMO | THERMO FISHER SCIENTIFIC INC. | 4/6 | 10.5% | +2.2 pp | 8.3% | — | — |
| TRMB | TRIMBLE INC. | 4/5 | 11.0% | +4.7 pp | 8.0% | — | — |
| TT | Trane Technologies plc | 4/4 | 10.6% | +2.1 pp | — | — | — |
| COHR | COHERENT CORP. | 3/6 | 33.7% | +12.6 pp | 6.1% | — | — |
| MTD | METTLER TOLEDO INTERNATIONAL INC/ | 3/3 | 4.5% | — | — | — | — |
| TER | TERADYNE, INC | 3/4 | 103.9% | +8.2 pp | — | — | — |
| BIO | BIO-RAD LABORATORIES, INC. | 2/5 | -0.1% | −11.1 pp | 0.4% | — | — |
| BRKR | BRUKER CORP | 2/5 | 5.1% | −18.2 pp | -0.6% | — | — |
| KLAC | KLA CORP | 2/3 | 15.2% | — | — | — | — |
| ROP | ROPER TECHNOLOGIES INC | 2/5 | 8.5% | −0.4 pp | 6.6% | — | — |
| ST | Sensata Technologies Holding plc | 2/6 | 5.0% | −8.9 pp | 2.9% | — | — |
| AVTR | Avantor, Inc. | 1/5 | 0.5% | −16.2 pp | -2.6% | — | — |
| COHU | COHU INC | 1/5 | 38.4% | −19.8 pp | -3.4% | — | — |
| WAT | WATERS CORP /DE/ | 1/5 | 113.4% | −21.4 pp | 1.4% | — | — |
| RAL | Ralliant Corp | 0/1 | 12.8% | — | -38.2% | — | — |