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.
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.
Growth accelerating — top 20%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).
Fastest expected growth — top 20%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) |
|---|---|---|---|---|---|---|---|
| TTMI | TTM TECHNOLOGIES INC | 5/6 | 37.4% | +2.9 pp | 12.5% | 2 | $1.64M |
| INTC | INTEL CORP | 2/5 | 25.4% | +6.9 pp | -0.1% | 1 | $10M |
| IPGP | IPG PHOTONICS CORP | 1/4 | 11.1% | −10.4 pp | — | 1 | $199.4K |
| Q | Qnity Electronics, Inc. | 1/1 | 22.1% | — | — | 1 | $138.14K |
| ADI | ANALOG DEVICES INC | 6/6 | 39.6% | +2.1 pp | 10.7% | — | — |
| APH | AMPHENOL CORP /DE/ | 6/6 | 55.0% | +6.7 pp | 18.8% | — | — |
| FLEX | FLEX LTD. | 6/6 | 20.6% | +1.5 pp | 14.5% | — | — |
| FSLR | FIRST SOLAR, INC. | 6/6 | -3.7% | +31.2 pp | 20.0% | — | — |
| NXPI | NXP Semiconductors N.V. | 6/6 | 19.5% | +3.5 pp | 17.7% | — | — |
| OSIS | OSI SYSTEMS INC | 6/6 | -4.1% | +1.7 pp | 11.9% | — | — |
| VRT | Vertiv Holdings Co | 6/6 | 24.1% | +9.9 pp | 36.5% | — | — |
| AMAT | APPLIED MATERIALS INC /DE | 5/6 | 24.8% | +0.7 pp | 30.0% | — | — |
| AVGO | Broadcom Inc. | 5/6 | 85.5% | +3.0 pp | 29.6% | — | — |
| FORM | FORMFACTOR INC | 5/6 | 31.9% | +14.8 pp | 9.9% | — | — |
| HUBB | HUBBELL INC | 5/6 | 15.3% | +2.6 pp | 11.3% | — | — |
| JBL | JABIL INC | 5/6 | 11.8% | +0.0 pp | 31.8% | — | — |
| MPWR | MONOLITHIC POWER SYSTEMS, INC. | 5/6 | 47.6% | +0.3 pp | 26.5% | — | — |
| MU | MICRON TECHNOLOGY INC | 5/6 | 379.3% | +111.6 pp | 80.5% | — | — |
| NVDA | NVIDIA CORP | 5/6 | 105.8% | +32.2 pp | 69.1% | — | — |
| SANM | SANMINA CORP | 5/6 | 69.7% | −0.9 pp | 12.3% | — | — |
| AEIS | ADVANCED ENERGY INDUSTRIES INC | 4/6 | 30.0% | +2.1 pp | 18.2% | — | — |
| AMD | ADVANCED MICRO DEVICES INC | 4/5 | 50.1% | +17.4 pp | 8.5% | — | — |
| AMKR | AMKOR TECHNOLOGY, INC. | 4/6 | 25.6% | −1.3 pp | 10.1% | — | — |
| BHE | BENCHMARK ELECTRONICS INC | 4/6 | 17.7% | +0.0 pp | 6.2% | — | — |
| CRUS | CIRRUS LOGIC, INC. | 4/4 | 12.9% | +11.4 pp | — | — | — |
| ON | ON SEMICONDUCTOR CORP | 4/6 | 9.2% | −17.6 pp | 14.3% | — | — |
| PENG | Penguin Solutions, Inc. | 4/6 | 67.7% | +9.0 pp | 25.0% | — | — |
| RMBS | RAMBUS INC | 4/4 | 20.4% | +25.5 pp | — | — | — |
| SITM | SITIME Corp | 4/6 | 126.5% | +24.4 pp | -4.2% | — | — |
| TXN | TEXAS INSTRUMENTS INC | 4/5 | 22.8% | −9.3 pp | 22.4% | — | — |
| ALGM | ALLEGRO MICROSYSTEMS, INC. | 3/6 | 27.5% | −20.1 pp | 4.3% | — | — |
| CTS | CTS CORP | 3/4 | 7.0% | +1.9 pp | — | — | — |
| DIOD | DIODES INC /DEL/ | 3/6 | 21.7% | −15.0 pp | 4.3% | — | — |
| ENPH | Enphase Energy, Inc. | 3/6 | -19.6% | −14.2 pp | 7.4% | — | — |
| KLIC | KULICKE & SOFFA INDUSTRIES INC | 3/4 | 122.6% | +2.6 pp | — | — | — |
| MRVL | Marvell Technology, Inc. | 3/5 | 36.5% | +21.1 pp | 6.3% | — | — |
| MTSI | MACOM Technology Solutions Holdings, Inc. | 3/6 | 35.8% | −0.9 pp | 9.9% | — | — |
| NXT | Nextpower Inc. | 3/4 | 8.2% | +8.6 pp | — | — | — |
| OLED | UNIVERSAL DISPLAY CORP \PA\ | 3/4 | -11.4% | −8.1 pp | — | — | — |
| PLAB | PHOTRONICS INC | 3/6 | 2.7% | −6.0 pp | 23.1% | — | — |
| POWI | POWER INTEGRATIONS INC | 3/6 | 2.7% | −13.7 pp | 2.5% | — | — |
| SMTC | SEMTECH CORP | 3/5 | 32.7% | +48.3 pp | 9.1% | — | — |
| SWKS | SKYWORKS SOLUTIONS, INC. | 3/6 | -3.1% | −17.8 pp | 5.0% | — | — |
| VICR | VICOR CORP | 3/4 | 1.6% | +9.1 pp | — | — | — |
| AXTI | AXT INC | 2/4 | 164.8% | +10.8 pp | — | — | — |
| LSCC | LATTICE SEMICONDUCTOR CORP | 2/4 | 62.2% | −22.4 pp | — | — | — |
| MCHP | MICROCHIP TECHNOLOGY INC | 2/6 | 38.0% | −22.3 pp | 5.7% | — | — |
| PI | IMPINJ INC | 2/5 | 10.7% | +2.8 pp | -1.2% | — | — |
| PLXS | PLEXUS CORP | 2/4 | 28.1% | +1.1 pp | — | — | — |
| UCTT | Ultra Clean Holdings, Inc. | 2/5 | 24.3% | −2.3 pp | 0.0% | — | — |
| VIAV | VIAVI SOLUTIONS INC. | 2/5 | 52.5% | −0.5 pp | 0.0% | — | — |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR Ltd | 1/5 | -3.5% | −9.6 pp | -5.5% | — | — |
| ICHR | ICHOR HOLDINGS, LTD. | 1/5 | 22.7% | −7.3 pp | -2.6% | — | — |
| SLAB | SILICON LABORATORIES INC. | 1/3 | 18.3% | −14.0 pp | — | — | — |
| SYNA | SYNAPTICS Inc | 1/4 | 8.9% | −17.0 pp | -4.0% | — | — |
| VSH | VISHAY INTERTECHNOLOGY INC | 1/6 | 16.6% | −14.0 pp | 1.7% | — | — |
| MXL | MAXLINEAR, INC | 0/4 | 55.2% | −25.0 pp | -11.3% | — | — |
| SEDG | SOLAREDGE TECHNOLOGIES, INC. | 0/3 | 19.6% | −21.8 pp | — | — | — |