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.
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).
Select up to 4 to compare their medians side by side, like companies.
Ticker | Company | Industry | Quality checks | Revenue growth YoY | Op. margin change 3y | ROIC | Insiders buying (90d) | Insider $ bought (90d) |
|---|---|---|---|---|---|---|---|---|
| DY | DYCOM INDUSTRIES INC | Heavy Construction | 5/6 | 45.6% | +0.8 pp | 9.3% | 3 | $551.31K |
| TNC | TENNANT CO | Industrial Machinery | 3/6 | 1.7% | −7.7 pp | 3.5% | 3 | $849.25K |
| REZI | RESIDEO TECHNOLOGIES, INC. | Wholesale – Durable Goods | 2/6 | 2.0% | −1.7 pp | 7.6% | 3 | $848.12K |
| KRMN | Karman Holdings Inc. | Aerospace & Defense | 0/3 | 58.2% | — | 6.1% | 3 | $1.04M |
| HWKN | HAWKINS INC | Wholesale – Nondurable Goods | 6/6 | 7.6% | +0.9 pp | 11.9% | 2 | $261.57K |
| UBER | Uber Technologies, Inc | Business Services | 6/6 | 12.2% | +13.8 pp | 18.0% | 2 | $15.31M |
| KMT | KENNAMETAL INC | Industrial Machinery | 5/6 | 42.6% | +10.8 pp | 16.6% | 2 | $354.75K |
| RBA | RB GLOBAL INC. | Business Services | 5/6 | 11.1% | +4.6 pp | 7.8% | 2 | $140.94K |
| SEZL | Sezzle Inc. | Business Services | 4/4 | 51.6% | +25.6 pp | — | 2 | $43.97K |
| AAON | AAON, INC. | Industrial Machinery | 2/3 | 101.2% | −6.4 pp | — | 2 | $109.58K |
| ALLE | Allegion plc | Business Services | 6/6 | 12.7% | +2.1 pp | 19.4% | 1 | $26.91K |
| AYI | ACUITY INC. (DE) | Electrical Equipment | 6/6 | 1.7% | +1.8 pp | 16.8% | 1 | $22.07K |
| CW | CURTISS WRIGHT CORP | Aerospace & Defense | 6/6 | 5.4% | +2.0 pp | 16.6% | 1 | $149K |
| FTI | TechnipFMC plc | Industrial Machinery | 6/6 | 9.0% | +9.3 pp | 48.9% | 1 | $499.97K |
| HQY | HEALTHEQUITY, INC. | Business Services | 6/6 | 7.6% | +18.7 pp | 10.1% | 1 | $9.76K |
| DFIN | Donnelley Financial Solutions, Inc. | Business Services | 5/6 | 2.8% | +4.6 pp | 18.4% | 1 | $999.95K |
| EXPO | EXPONENT INC | Engineering, Research & Management Services | 5/6 | 20.9% | −1.8 pp | 41.2% | 1 | $12.59K |
| GVA | GRANITE CONSTRUCTION INC | Heavy Construction | 5/5 | 29.3% | +4.6 pp | 17.3% | 1 | $49.6K |
| IR | Ingersoll Rand Inc. | Industrial Machinery | 5/6 | 8.5% | +3.0 pp | 8.3% | 1 | $1M |
| MSCI | MSCI Inc. | Business Services | 5/6 | 12.4% | +0.9 pp | 47.3% | 1 | $1M |
| ZWS | Zurn Elkay Water Solutions Corp | Industrial Machinery | 5/5 | 10.5% | +13.8 pp | 15.8% | 1 | $99.99K |
| CSGP | COSTAR GROUP, INC. | Business Services | 4/6 | 18.4% | −13.5 pp | 0.7% | 1 | $2.49M |
| DINO | HF Sinclair Corp | Pipelines (except Natural Gas) | 4/6 | 53.1% | −1.3 pp | 18.4% | 1 | $1.28M |
| EME | EMCOR Group, Inc. | Construction Special Trades | 4/4 | 19.8% | +4.6 pp | — | 1 | $1.47K |
| FISV | FISERV INC | Business Services | 4/5 | -4.1% | +0.1 pp | 7.1% | 1 | $519.5K |
| SXI | STANDEX INTERNATIONAL CORP/DE/ | Industrial Machinery | 4/6 | 2.8% | −1.4 pp | 14.0% | 1 | $12.33K |
| ETN | Eaton Corp plc | Industrial Machinery | 3/3 | 21.4% | — | — | 1 | $92.16K |
| ITT | ITT INC. | Industrial Machinery | 3/6 | 51.5% | −2.7 pp | 6.7% | 1 | $1M |
| SEI | Solaris Energy Infrastructure, Inc. | Industrial Machinery | 3/5 | 46.9% | +8.0 pp | 8.3% | 1 | $500.99K |
| AGCO | AGCO CORP /DE | Industrial Machinery | 2/6 | -1.0% | −6.0 pp | 7.2% | 1 | $100.71K |
| ALK | ALASKA AIR GROUP, INC. | Airlines & Air Transportation | 2/5 | 9.8% | −3.8 pp | -2.0% | 1 | $1M |
| HRI | HERC HOLDINGS INC | Business Services | 2/3 | 20.2% | — | — | 1 | $502.86K |
| WCC | WESCO INTERNATIONAL INC | Wholesale – Durable Goods | 2/6 | 13.0% | −1.3 pp | 9.9% | 1 | $351.25K |
| AZTA | Azenta, Inc. | Industrial Machinery | 1/3 | 12.0% | −17.3 pp | — | 1 | $8.1K |
| VSTS | Vestis Corp | Wholesale – Nondurable Goods | 1/3 | -1.8% | — | 4.1% | 1 | $1.05M |
| HONA | Honeywell Aerospace Inc. | Aerospace & Defense | — | 5.4% | — | — | 1 | $998.4K |
| MBGL | Mobility Global Inc. | Business Services | — | 6.6% | — | — | 1 | $980.55K |
| MFP | Midera Food Processing, Inc. | Industrial Machinery | — | 13.2% | — | — | 1 | $491.05K |
| ACN | Accenture plc | Business Services | 6/6 | 6.2% | +1.6 pp | 29.6% | — | — |
| AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | Wholesale – Durable Goods | 6/6 | 10.4% | +0.3 pp | 21.0% | — | — |
| BAH | Booz Allen Hamilton Holding Corp | Engineering, Research & Management Services | 6/6 | -4.2% | +4.6 pp | 19.9% | — | — |
| BFAM | BRIGHT HORIZONS FAMILY SOLUTIONS INC. | Social Services | 6/6 | 6.5% | +3.3 pp | 10.1% | — | — |
| BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Business Services | 6/6 | 7.5% | +1.9 pp | 18.1% | — | — |
| CAT | CATERPILLAR INC | Industrial Machinery | 6/6 | 24.0% | +1.3 pp | 20.5% | — | — |
| CCK | CROWN HOLDINGS, INC. | Fabricated Metal Products | 6/6 | 16.5% | +2.9 pp | 14.6% | — | — |
| CMI | CUMMINS INC | Industrial Machinery | 6/6 | 9.4% | +0.5 pp | 17.3% | — | — |
| CPAY | CORPAY, INC. | Business Services | 6/6 | 21.5% | +1.1 pp | 13.7% | — | — |
| CR | Crane Co | Fabricated Metal Products | 6/6 | 25.6% | +16.8 pp | 12.1% | — | — |
| DCI | DONALDSON Co INC | Industrial Machinery | 6/6 | 8.0% | +1.4 pp | 16.6% | — | — |
| DOV | DOVER Corp | Industrial Machinery | 6/6 | 6.9% | +0.7 pp | 11.3% | — | — |
| ENS | EnerSys | Electrical Equipment | 6/6 | 4.8% | +4.4 pp | 16.9% | — | — |
| EPAC | ENERPAC TOOL GROUP CORP | Industrial Machinery | 6/6 | 5.6% | +10.2 pp | 20.7% | — | — |
| EXLS | ExlService Holdings, Inc. | Business Services | 6/6 | 15.6% | +0.3 pp | 22.9% | — | — |
| G | Genpact LTD | Engineering, Research & Management Services | 6/6 | 7.1% | +2.1 pp | 18.2% | — | — |
| HWM | Howmet Aerospace Inc. | Aerospace & Defense | 6/6 | 24.1% | +10.9 pp | 21.1% | — | — |
| INSW | International Seaways, Inc. | Water Transportation | 6/6 | 138.8% | +2.3 pp | 23.2% | — | — |
| KBR | KBR, INC. | Heavy Construction | 6/6 | 1.6% | +3.5 pp | 14.0% | — | — |
| KFY | KORN FERRY | Staffing | 6/6 | 6.9% | +3.8 pp | 17.5% | — | — |
| LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrial Machinery | 6/6 | 12.0% | +1.4 pp | 24.0% | — | — |
| LII | LENNOX INTERNATIONAL INC | Industrial Machinery | 6/6 | 3.0% | +4.3 pp | 29.6% | — | — |
| MCO | MOODYS CORP /DE/ | Business Services | 6/6 | 0.8% | +10.6 pp | 32.9% | — | — |
| MMS | MAXIMUS, INC. | Business Services | 6/6 | -5.1% | +4.6 pp | 13.2% | — | — |
| MOG.A | MOOG INC. | Aerospace & Defense | 6/6 | 15.2% | +3.3 pp | 16.2% | — | — |
| MWA | Mueller Water Products, Inc. | Fabricated Metal Products | 6/6 | 4.1% | +10.7 pp | 20.9% | — | — |
| MYRG | MYR GROUP INC. | Heavy Construction | 6/6 | 20.2% | +1.9 pp | 26.8% | — | — |
| NDSN | NORDSON CORP | Industrial Machinery | 6/6 | 10.3% | +1.2 pp | 13.0% | — | — |
| NOC | NORTHROP GRUMMAN CORP /DE/ | Aerospace & Defense | 6/6 | 6.7% | +0.7 pp | 13.3% | — | — |
| NVT | nVent Electric plc | Industrial Machinery | 6/6 | 52.8% | +1.2 pp | 12.3% | — | — |
| PH | Parker-Hannifin Corp | Fabricated Metal Products | 6/6 | 9.8% | +5.7 pp | 17.3% | — | — |
| POWL | POWELL INDUSTRIES INC | Electrical Equipment | 6/6 | 8.9% | +13.1 pp | 144.3% | — | — |
| PWR | QUANTA SERVICES, INC. | Construction Special Trades | 6/6 | 41.1% | +1.0 pp | 10.3% | — | — |
| QNST | QUINSTREET, INC | Business Services | 6/6 | 42.7% | +6.3 pp | 13.4% | — | — |
| ROL | ROLLINS INC | Business Services | 6/6 | 7.9% | +0.1 pp | 27.5% | — | — |
| RSG | REPUBLIC SERVICES, INC. | Waste Management | 6/6 | 4.0% | +1.9 pp | 11.0% | — | — |
| SPGI | S&P Global Inc. | Business Services | 6/6 | 10.4% | +14.4 pp | 13.0% | — | — |
| STRL | STERLING INFRASTRUCTURE, INC. | Heavy Construction | 6/6 | 90.1% | +7.9 pp | 40.4% | — | — |
| TDW | TIDEWATER INC | Water Transportation | 6/6 | 0.3% | +6.3 pp | 17.3% | — | — |
| TEL | TE Connectivity plc | Wholesale – Durable Goods | 6/6 | 13.8% | +5.5 pp | 17.3% | — | — |
| TPC | TUTOR PERINI CORP | Homebuilding & General Contractors | 6/6 | 19.2% | +9.4 pp | 26.0% | — | — |
| TTC | TORO CO | Industrial Machinery | 6/6 | 8.3% | +0.0 pp | 18.1% | — | — |
| TTEK | TETRA TECH INC | Engineering, Research & Management Services | 6/6 | -4.5% | +3.8 pp | 18.5% | — | — |
| UPBD | UPBOUND GROUP, INC. | Business Services | 6/6 | 0.5% | +1.9 pp | 10.4% | — | — |
| WTS | WATTS WATER TECHNOLOGIES INC | Fabricated Metal Products | 6/6 | 18.6% | +2.4 pp | 19.8% | — | — |
| ACM | AECOM | Engineering, Research & Management Services | 5/6 | -14.2% | +1.0 pp | 13.1% | — | — |
| AGX | ARGAN INC | Construction Special Trades | 5/6 | 61.5% | +7.9 pp | 106.5% | — | — |
| ARW | ARROW ELECTRONICS, INC. | Wholesale – Durable Goods | 5/6 | 31.8% | −1.8 pp | 10.6% | — | — |
| ASTE | ASTEC INDUSTRIES INC | Industrial Machinery | 5/6 | 23.5% | +0.5 pp | 3.6% | — | — |
| AZZ | AZZ INC | Fabricated Metal Products | 5/6 | 16.7% | +2.6 pp | 11.3% | — | — |
| BCO | BRINKS CO | Transportation Services | 5/5 | 7.1% | +2.3 pp | 11.8% | — | — |
| BKNG | Booking Holdings Inc. | Transportation Services | 5/5 | 8.2% | +1.6 pp | — | — | — |
| BWXT | BWX Technologies, Inc. | Aerospace & Defense | 5/6 | 18.0% | −3.2 pp | 12.9% | — | — |
| CART | Maplebear Inc. | Business Services | 5/6 | 14.1% | +0.8 pp | 29.7% | — | — |
| CHRW | C. H. ROBINSON WORLDWIDE, INC. | Transportation Services | 5/6 | 19.3% | +1.2 pp | 21.5% | — | — |
| CLH | CLEAN HARBORS INC | Waste Management | 5/6 | 11.9% | −0.3 pp | 10.3% | — | — |
| CNM | Core & Main, Inc. | Wholesale – Durable Goods | 5/6 | 2.5% | −1.9 pp | 13.6% | — | — |
| CSX | CSX CORP | Railroads | 5/6 | 12.0% | −1.5 pp | 13.0% | — | — |
| DXPE | DXP ENTERPRISES INC | Wholesale – Durable Goods | 5/5 | 15.6% | +1.3 pp | 12.2% | — | — |
| EBAY | EBAY INC | Business Services | 5/6 | 14.8% | −1.7 pp | 23.9% | — | — |
| EFX | EQUIFAX INC | Business Services | 5/6 | 9.6% | +2.0 pp | 9.6% | — | — |
| ETSY | ETSY INC | Business Services | 5/6 | 6.2% | +43.7 pp | 54.5% | — | — |
| EXPE | Expedia Group, Inc. | Transportation Services | 5/5 | 14.0% | +6.2 pp | — | — | — |
| FCN | FTI CONSULTING, INC | Engineering, Research & Management Services | 5/6 | 5.3% | −0.1 pp | 12.5% | — | — |
| FDX | FEDEX CORP | Airlines & Air Transportation | 5/6 | 12.5% | +0.3 pp | 9.7% | — | — |
| FELE | FRANKLIN ELECTRIC CO INC | Electrical Equipment | 5/6 | 6.0% | −0.3 pp | 13.7% | — | — |
| FICO | FAIR ISAAC CORP | Business Services | 5/6 | 25.7% | +10.1 pp | 76.5% | — | — |
| FIX | COMFORT SYSTEMS USA INC | Construction Special Trades | 5/6 | 50.3% | +11.9 pp | 24.4% | — | — |
| GE | GENERAL ELECTRIC CO | Electrical Equipment | 5/6 | 15.9% | −45.5 pp | 28.7% | — | — |
| GFF | GRIFFON CORP | Fabricated Metal Products | 5/6 | 7.0% | +28.2 pp | 21.3% | — | — |
| GGG | GRACO INC | Industrial Machinery | 5/6 | 7.9% | −2.0 pp | 20.7% | — | — |
| GNRC | GENERAC HOLDINGS INC. | Electrical Equipment | 5/6 | 10.6% | +1.4 pp | 8.3% | — | — |
| GRMN | GARMIN LTD | Instruments | 5/5 | 11.4% | +7.5 pp | 26.2% | — | — |
| GWW | W.W. GRAINGER, INC. | Wholesale – Durable Goods | 5/6 | 10.3% | −1.0 pp | 34.0% | — | — |
| HXL | HEXCEL CORP /DE/ | Aerospace & Defense | 5/6 | 8.8% | +0.4 pp | 8.9% | — | — |
| IESC | IES Holdings, Inc. | Construction Special Trades | 5/6 | 39.6% | +6.8 pp | 31.5% | — | — |
| IEX | IDEX CORP /DE/ | Industrial Machinery | 5/6 | 6.4% | −2.5 pp | 10.8% | — | — |
| IT | GARTNER INC | Engineering, Research & Management Services | 5/6 | -0.6% | −5.0 pp | 63.4% | — | — |
| KEX | KIRBY CORP | Water Transportation | 5/6 | 7.8% | +5.2 pp | 8.3% | — | — |
| LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Aerospace & Defense | 5/5 | 8.4% | — | 12.4% | — | — |
| LRCX | LAM RESEARCH CORP | Industrial Machinery | 5/6 | 30.0% | +5.6 pp | 67.9% | — | — |
| MAS | MASCO CORP /DE/ | Fabricated Metal Products | 5/6 | -2.9% | +2.3 pp | 43.5% | — | — |
| OTIS | Otis Worldwide Corp | Electrical Equipment | 5/6 | 7.3% | +0.1 pp | 92.9% | — | — |
| PAYX | PAYCHEX INC | Engineering, Research & Management Services | 5/6 | 5.9% | −1.6 pp | 25.6% | — | — |
| PNR | PENTAIR plc | Industrial Machinery | 5/6 | -17.0% | +4.7 pp | 13.3% | — | — |
| RELY | Remitly Global, Inc. | Business Services | 5/6 | 20.2% | +22.6 pp | 37.7% | — | — |
| RTX | RTX Corp | Aerospace & Defense | 5/6 | 11.1% | +6.9 pp | 9.4% | — | — |
| SAIA | SAIA INC | Trucking & Warehousing | 5/6 | 17.1% | −5.0 pp | 10.3% | — | — |
| SKYW | SKYWEST INC | Airlines & Air Transportation | 5/6 | 6.5% | +11.7 pp | 9.2% | — | — |
| SNX | TD SYNNEX CORP | Wholesale – Durable Goods | 5/6 | 37.8% | +0.8 pp | 11.2% | — | — |
| SPXC | SPX Technologies, Inc. | Industrial Machinery | 5/6 | 22.9% | +9.2 pp | 11.1% | — | — |
| SSD | Simpson Manufacturing Co., Inc. | Fabricated Metal Products | 5/6 | 6.3% | −0.9 pp | 19.1% | — | — |
| TDG | TransDigm Group INC | Aerospace & Defense | 5/6 | 22.5% | +2.7 pp | 17.8% | — | — |
| TDY | TELEDYNE TECHNOLOGIES INC | Aerospace & Defense | 5/6 | 9.8% | +1.2 pp | 8.0% | — | — |
| UNP | UNION PACIFIC CORP | Railroads | 5/5 | 11.5% | +1.5 pp | 15.9% | — | — |
| VVX | V2X, Inc. | Engineering, Research & Management Services | 5/6 | 16.5% | +1.6 pp | 8.0% | — | — |
| WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Transportation Equipment | 5/6 | 8.1% | +4.4 pp | 9.1% | — | — |
| WM | WASTE MANAGEMENT INC | Waste Management | 5/6 | 4.0% | +0.2 pp | 10.8% | — | — |
| XPO | XPO, Inc. | Transportation Services | 5/5 | 13.2% | +4.7 pp | 11.3% | — | — |
| XYL | Xylem Inc. | Industrial Machinery | 5/6 | 1.5% | +4.3 pp | 8.7% | — | — |
| ZBRA | ZEBRA TECHNOLOGIES CORP | Industrial Machinery | 5/6 | 20.4% | −1.3 pp | 10.8% | — | — |
| ADT | ADT Inc. | Business Services | 4/5 | 2.0% | +9.4 pp | 8.3% | — | — |
| ALG | ALAMO GROUP INC | Industrial Machinery | 4/6 | 7.5% | −2.4 pp | 8.7% | — | — |
| AMN | AMN HEALTHCARE SERVICES INC | Staffing | 4/6 | 2.3% | −5.0 pp | 11.4% | — | — |
| APG | APi Group Corp | Business Services | 4/6 | 13.3% | +2.9 pp | 7.2% | — | — |
| ARLO | Arlo Technologies, Inc. | Business Services | 4/5 | 20.5% | +15.1 pp | 26.2% | — | — |
| BE | Bloom Energy Corp | Electrical Equipment | 4/5 | 165.5% | +27.1 pp | 24.1% | — | — |
| CCL | Carnival Corp Ltd. | Water Transportation | 4/6 | 3.5% | +13.8 pp | 11.6% | — | — |
| CENT | CENTRAL GARDEN & PET CO | Wholesale – Nondurable Goods | 4/6 | -8.2% | +1.6 pp | 9.8% | — | — |
| DAL | DELTA AIR LINES, INC. | Airlines & Air Transportation | 4/5 | 21.1% | −2.5 pp | 12.9% | — | — |
| DASH | DoorDash, Inc. | Business Services | 4/6 | 35.6% | +18.3 pp | 8.4% | — | — |
| FIS | Fidelity National Information Services, Inc. | Business Services | 4/6 | 29.1% | +1.2 pp | 3.9% | — | — |
| FOUR | Shift4 Payments, Inc. | Business Services | 4/6 | 34.1% | +2.5 pp | 5.4% | — | — |
| GD | GENERAL DYNAMICS CORP | Aerospace & Defense | 4/5 | 8.1% | −0.0 pp | 15.5% | — | — |
| GEV | GE Vernova Inc. | Electrical Equipment | 4/4 | 21.9% | — | 106.7% | — | — |
| GPC | GENUINE PARTS CO | Wholesale – Durable Goods | 4/6 | 4.2% | −3.7 pp | 8.0% | — | — |
| GTES | Gates Industrial Corp Ltd. | Industrial Machinery | 4/6 | 6.6% | +1.6 pp | 9.4% | — | — |
| HAYW | Hayward Holdings, Inc. | Industrial Machinery | 4/5 | 6.3% | +4.4 pp | 9.0% | — | — |
| HII | HUNTINGTON INGALLS INDUSTRIES, INC. | Aerospace & Defense | 4/6 | 10.9% | +0.4 pp | 6.8% | — | — |
| HON | HONEYWELL INTERNATIONAL INC | Aerospace & Defense | 4/6 | 4.3% | −2.7 pp | 14.4% | — | — |
| JBHT | HUNT J B TRANSPORT SERVICES INC | Trucking & Warehousing | 4/6 | 19.4% | −1.1 pp | 15.1% | — | — |
| KAI | KADANT INC | Industrial Machinery | 4/6 | 22.6% | −2.3 pp | 8.8% | — | — |
| LKQ | LKQ CORP | Wholesale – Durable Goods | 4/6 | -3.0% | −4.7 pp | 6.5% | — | — |
| LMT | LOCKHEED MARTIN CORP | Aerospace & Defense | 4/5 | 10.5% | −0.9 pp | 30.4% | — | — |
| LNN | LINDSAY CORP | Industrial Machinery | 4/6 | -5.1% | −5.3 pp | 10.5% | — | — |
| LPG | DORIAN LPG LTD. | Water Transportation | 4/5 | 123.1% | +4.6 pp | 19.0% | — | — |
| LSTR | LANDSTAR SYSTEM INC | Trucking & Warehousing | 4/6 | 18.2% | −3.6 pp | 24.5% | — | — |
| LUV | SOUTHWEST AIRLINES CO | Airlines & Air Transportation | 4/6 | 16.4% | +1.4 pp | 8.8% | — | — |
| LYFT | Lyft, Inc. | Business Services | 4/5 | 16.1% | +27.9 pp | -3.2% | — | — |
| MSM | MSC INDUSTRIAL DIRECT CO INC | Wholesale – Durable Goods | 4/6 | 7.8% | −4.3 pp | 13.5% | — | — |
| NOV | NOV Inc. | Industrial Machinery | 4/6 | -2.5% | −1.5 pp | 1.9% | — | — |
| ODFL | OLD DOMINION FREIGHT LINE, INC. | Trucking & Warehousing | 4/6 | 10.4% | −2.7 pp | 25.4% | — | — |
| PAYO | Payoneer Global Inc. | Business Services | 4/4 | 5.2% | +5.7 pp | — | — | — |
| PRLB | Proto Labs Inc | Fabricated Metal Products | 4/4 | 10.6% | +27.5 pp | — | — | — |
| RBC | RBC Bearings INC | Industrial Machinery | 4/6 | 19.1% | +2.7 pp | 8.7% | — | — |
| RCL | ROYAL CARIBBEAN CRUISES LTD | Water Transportation | 4/6 | 6.5% | +16.0 pp | 12.5% | — | — |
| RRX | REGAL REXNORD CORP | Industrial Machinery | 4/6 | 4.2% | +1.8 pp | 5.2% | — | — |
| RS | RELIANCE, INC. | Wholesale – Durable Goods | 4/6 | 26.5% | −5.1 pp | 10.6% | — | — |
| SNA | Snap-on Inc | Fabricated Metal Products | 4/5 | 4.2% | −0.0 pp | 18.7% | — | — |
| TKR | TIMKEN CO | Industrial Machinery | 4/6 | 7.5% | −3.1 pp | 7.6% | — | — |
| TRU | TransUnion | Business Services | 4/6 | 14.9% | +2.2 pp | 7.8% | — | — |
| UAL | United Airlines Holdings, Inc. | Airlines & Air Transportation | 4/6 | 17.4% | −1.2 pp | 10.4% | — | — |
| ULS | UL Solutions Inc. | Engineering, Research & Management Services | 4/4 | 5.1% | — | 28.3% | — | — |
| UPS | UNITED PARCEL SERVICE INC | Trucking & Warehousing | 4/6 | 7.6% | −4.8 pp | 14.7% | — | — |
| URI | UNITED RENTALS, INC. | Business Services | 4/5 | 15.7% | −1.7 pp | 13.8% | — | — |
| VTOL | Bristow Group Inc. | Airlines & Air Transportation | 4/6 | 9.4% | +7.6 pp | 10.3% | — | — |
| WFRD | Weatherford International plc | Industrial Machinery | 4/6 | -7.2% | −3.1 pp | 24.3% | — | — |
| WSO | WATSCO INC | Wholesale – Durable Goods | 4/5 | 2.1% | −1.8 pp | 17.5% | — | — |
| WU | Western Union CO | Business Services | 4/6 | -1.3% | −3.0 pp | 18.7% | — | — |
| XPEL | XPEL, Inc. | Fabricated Metal Products | 4/6 | 14.7% | −4.3 pp | 17.8% | — | — |
| ABM | ABM INDUSTRIES INC /DE/ | Business Services | 3/6 | 4.2% | −1.3 pp | 7.1% | — | — |
| ABNB | Airbnb, Inc. | Business Services | 3/4 | 16.5% | −0.7 pp | 63.4% | — | — |
| ACA | Arcosa, Inc. | Fabricated Metal Products | 3/6 | 1.7% | −5.4 pp | 7.0% | — | — |
| AKAM | AKAMAI TECHNOLOGIES INC | Business Services | 3/6 | 5.4% | −6.0 pp | 3.5% | — | — |
| ALGT | Allegiant Travel CO | Airlines & Air Transportation | 3/6 | 36.9% | −6.5 pp | 5.4% | — | — |
| ARCB | ARCBEST CORP /TX/ | Trucking & Warehousing | 3/6 | 15.9% | −4.2 pp | 1.7% | — | — |
| ASH | ASHLAND INC. | Wholesale – Nondurable Goods | 3/6 | 7.3% | −3.9 pp | 2.9% | — | — |
| BALL | BALL Corp | Fabricated Metal Products | 3/3 | 19.7% | — | — | — | — |
| BCC | BOISE CASCADE Co | Wholesale – Durable Goods | 3/6 | 5.2% | −8.3 pp | 5.3% | — | — |
| BKR | Baker Hughes Co | Industrial Machinery | 3/3 | -2.4% | — | — | — | — |
| CARR | CARRIER GLOBAL Corp | Industrial Machinery | 3/6 | 3.9% | −7.0 pp | 7.1% | — | — |
| CNXN | PC CONNECTION INC | Wholesale – Durable Goods | 3/4 | 12.4% | +0.6 pp | — | — | — |
| EMR | EMERSON ELECTRIC CO | Electrical Equipment | 3/3 | 7.0% | — | — | — | — |
| ENR | ENERGIZER HOLDINGS, INC. | Electrical Equipment | 3/3 | 1.2% | — | — | — | — |
| ESAB | ESAB Corp | Industrial Machinery | 3/6 | 12.9% | −1.3 pp | 6.1% | — | — |
| FLS | FLOWSERVE CORP | Industrial Machinery | 3/4 | — | — | 8.5% | — | — |
| FTDR | Frontdoor, Inc. | Business Services | 3/3 | 4.5% | — | — | — | — |
| GXO | GXO Logistics, Inc. | Transportation Services | 3/6 | 4.3% | −0.6 pp | 3.7% | — | — |
| ITW | ILLINOIS TOOL WORKS INC | Industrial Machinery | 3/3 | 6.1% | — | 29.3% | — | — |
| J | JACOBS SOLUTIONS INC. | Heavy Construction | 3/6 | 34.5% | −1.9 pp | 7.2% | — | — |
| JCI | Johnson Controls International plc | Industrial Machinery | 3/3 | 9.3% | — | — | — | — |
| KNX | Knight-Swift Transportation Holdings Inc. | Trucking & Warehousing | 3/5 | 12.6% | −7.6 pp | 1.8% | — | — |
| KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Aerospace & Defense | 3/6 | 30.5% | +0.4 pp | 0.7% | — | — |
| LFUS | LITTELFUSE INC /DE | Electrical Equipment | 3/5 | 20.4% | −13.1 pp | 0.0% | — | — |
| MATX | Matson, Inc. | Water Transportation | 3/4 | 16.7% | −1.4 pp | 14.5% | — | — |
| MIDD | MIDDLEBY Corp | Industrial Machinery | 3/5 | 9.9% | −0.6 pp | 10.0% | — | — |
| MRCY | MERCURY SYSTEMS INC | Aerospace & Defense | 3/3 | 6.1% | +2.3 pp | — | — | — |
| MTRN | MATERION Corp | Fabricated Metal Products | 3/6 | 42.2% | −2.3 pp | 8.2% | — | — |
| NEO | NEOGENOMICS INC | Engineering, Research & Management Services | 3/4 | 11.2% | +14.8 pp | -5.3% | — | — |
| NOVT | NOVANTA INC | Electrical Equipment | 3/6 | 10.3% | −3.9 pp | 6.3% | — | — |
| NPK | NATIONAL PRESTO INDUSTRIES INC | Aerospace & Defense | 3/4 | 21.7% | +2.1 pp | — | — | — |
| NSC | NORFOLK SOUTHERN CORP | Railroads | 3/6 | 11.4% | +2.7 pp | 10.0% | — | — |
| NSP | INSPERITY, INC. | Staffing | 3/4 | 1.7% | −3.9 pp | — | — | — |
| PRG | PROG Holdings, Inc. | Business Services | 3/6 | 22.3% | −0.9 pp | 9.9% | — | — |
| PRIM | Primoris Services Corp | Heavy Construction | 3/6 | -10.7% | −1.2 pp | 7.3% | — | — |
| ROAD | Construction Partners, Inc. | Heavy Construction | 3/5 | 28.2% | +4.7 pp | 8.2% | — | — |
| SCSC | SCANSOURCE, INC. | Wholesale – Durable Goods | 3/6 | 17.3% | −0.5 pp | 8.1% | — | — |
| SLGN | SILGAN HOLDINGS INC | Fabricated Metal Products | 3/3 | 6.8% | — | — | — | — |
| SNDR | Schneider National, Inc. | Trucking & Warehousing | 3/6 | 10.4% | −5.4 pp | 4.2% | — | — |
| SWK | STANLEY BLACK & DECKER, INC. | Fabricated Metal Products | 3/6 | 0.4% | +3.1 pp | 4.7% | — | — |
| TRN | TRINITY INDUSTRIES INC | Transportation Equipment | 3/6 | -4.2% | +21.7 pp | 9.1% | — | — |
| TXT | TEXTRON INC | Aerospace & Defense | 3/3 | 3.0% | — | — | — | — |
| UVV | UNIVERSAL CORP /VA/ | Wholesale – Nondurable Goods | 3/6 | -12.2% | −1.9 pp | 4.5% | — | — |
| VECO | VEECO INSTRUMENTS INC | Industrial Machinery | 3/6 | 16.5% | −5.8 pp | 2.0% | — | — |
| VMI | VALMONT INDUSTRIES INC | Fabricated Metal Products | 3/4 | 6.5% | — | 22.7% | — | — |
| WEX | WEX Inc. | Business Services | 3/6 | 14.2% | +5.6 pp | 9.3% | — | — |
| WHD | Cactus, Inc. | Industrial Machinery | 3/4 | 64.3% | −3.2 pp | 22.3% | — | — |
| AAL | American Airlines Group Inc. | Airlines & Air Transportation | 2/5 | 16.3% | −7.6 pp | 3.4% | — | — |
| ACMR | ACM Research, Inc. | Industrial Machinery | 2/6 | 36.0% | −5.7 pp | 9.9% | — | — |
| AIR | AAR CORP | Aerospace & Defense | 2/3 | 24.1% | — | — | — | — |
| ASTH | Astrana Health, Inc. | Engineering, Research & Management Services | 2/6 | 48.5% | −6.0 pp | 4.8% | — | — |
| AVAV | AeroVironment Inc | Aerospace & Defense | 2/4 | 5.7% | +12.9 pp | -4.1% | — | — |
| AVT | AVNET INC | Wholesale – Durable Goods | 2/6 | 47.7% | −1.8 pp | 6.4% | — | — |
| BA | BOEING CO | Aerospace & Defense | 2/6 | 8.0% | +9.5 pp | 9.1% | — | — |
| CWST | CASELLA WASTE SYSTEMS INC | Waste Management | 2/6 | 16.9% | −4.3 pp | 1.5% | — | — |
| CXT | Crane NXT, Co. | Fabricated Metal Products | 2/5 | 22.0% | +6.7 pp | 8.1% | — | — |
| DE | DEERE & CO | Industrial Machinery | 2/4 | 4.9% | −7.6 pp | — | — | — |
| EFOR | Everforth Inc | Staffing | 2/6 | -1.3% | −3.4 pp | 4.3% | — | — |
| EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Transportation Services | 2/4 | 32.1% | −1.1 pp | — | — | — |
| FLR | FLUOR CORP | Heavy Construction | 2/4 | 8.8% | −1.1 pp | -25.9% | — | — |
| GATX | GATX CORP | Transportation Services | 2/4 | 34.8% | — | 3.2% | — | — |
| GBX | GREENBRIER COMPANIES INC | Transportation Equipment | 2/6 | -31.6% | +2.7 pp | 4.3% | — | — |
| GPN | GLOBAL PAYMENTS INC | Business Services | 2/5 | 68.6% | −3.3 pp | 2.8% | — | — |
| HTLD | HEARTLAND EXPRESS INC | Trucking & Warehousing | 2/5 | -12.5% | −10.2 pp | -1.6% | — | — |
| HUBG | Hub Group, Inc. | Transportation Services | 2/5 | -5.3% | −5.4 pp | 6.0% | — | — |
| INVX | Innovex International, Inc. | Industrial Machinery | 2/5 | 9.2% | −15.2 pp | 7.2% | — | — |
| JBTM | JBT MAREL Corp | Industrial Machinery | 2/5 | 4.9% | −1.9 pp | 3.8% | — | — |
| LQDT | LIQUIDITY SERVICES INC | Business Services | 2/4 | 8.1% | −0.5 pp | — | — | — |
| MAN | ManpowerGroup Inc. | Staffing | 2/6 | 7.5% | −1.0 pp | 4.5% | — | — |
| MTZ | MASTEC INC | Heavy Construction | 2/3 | 23.4% | — | — | — | — |
| NCLH | Norwegian Cruise Line Holdings Ltd. | Water Transportation | 2/6 | 4.9% | +17.6 pp | 8.5% | — | — |
| PLUS | EPLUS INC | Wholesale – Durable Goods | 2/3 | 1.0% | −1.3 pp | — | — | — |
| POOL | POOL CORP | Wholesale – Durable Goods | 2/5 | 2.1% | −3.9 pp | 17.0% | — | — |
| RHI | ROBERT HALF INC. | Staffing | 2/4 | -2.4% | −10.4 pp | — | — | — |
| RKLB | Rocket Lab Corp | Aerospace & Defense | 2/4 | 62.0% | +40.2 pp | -12.8% | — | — |
| RUN | Sunrun Inc. | Construction Special Trades | 2/5 | 52.8% | +34.0 pp | 0.4% | — | — |
| WWD | Woodward, Inc. | Aerospace & Defense | 2/3 | 21.2% | — | — | — | — |
| ACLS | AXCELIS TECHNOLOGIES INC | Industrial Machinery | 1/4 | 10.6% | −11.6 pp | — | — | — |
| AMTM | Amentum Holdings, Inc. | Business Services | 1/3 | -2.0% | — | 5.5% | — | — |
| ANDE | Andersons, Inc. | Wholesale – Nondurable Goods | 1/3 | -1.2% | — | — | — | — |
| AXON | AXON ENTERPRISE, INC. | Aerospace & Defense | 1/6 | 35.3% | −7.4 pp | 0.5% | — | — |
| BC | BRUNSWICK CORP | Industrial Machinery | 1/5 | 7.7% | −13.2 pp | -0.5% | — | — |
| CNH | CNH Industrial N.V. | Industrial Machinery | 1/2 | 1.9% | — | — | — | — |
| CNXC | Concentrix Corp | Business Services | 1/4 | -1.2% | −30.9 pp | -30.1% | — | — |
| DNOW | DNOW Inc. | Industrial Machinery | 1/4 | 108.1% | −11.5 pp | -6.6% | — | — |
| MRTN | MARTEN TRANSPORT LTD | Trucking & Warehousing | 1/3 | -2.8% | −8.2 pp | — | — | — |
| PII | Polaris Inc. | Transportation Equipment | 1/5 | 9.2% | −12.0 pp | -6.0% | — | — |
| RXO | RXO, Inc. | Transportation Services | 1/5 | 25.0% | −2.0 pp | -3.0% | — | — |
| SARO | StandardAero, Inc. | Aerospace & Defense | 1/3 | 4.6% | — | 9.2% | — | — |
| TEX | TEREX CORP | Industrial Machinery | 1/5 | 50.5% | −6.3 pp | 4.0% | — | — |
| VSEC | VSE CORP | Engineering, Research & Management Services | 1/6 | 65.0% | −0.2 pp | 2.5% | — | — |
| WERN | WERNER ENTERPRISES INC | Trucking & Warehousing | 1/4 | 24.0% | −8.8 pp | -1.1% | — | — |
| WKC | WORLD KINECT CORP | Wholesale – Nondurable Goods | 1/5 | 50.3% | −0.8 pp | -2.6% | — | — |
| WSC | WillScot Holdings Corp | Business Services | 1/5 | 3.9% | −20.9 pp | 2.7% | — | — |
| ADIG | ADI GLOBAL DISTRIBUTION INC. | Wholesale – Durable Goods | — | 0.7% | — | — | — | — |
| FERG | Ferguson Enterprises Inc. /DE/ | Wholesale – Durable Goods | — | 4.6% | — | — | — | — |
| GEF | GREIF, INC | Fabricated Metal Products | — | 3.5% | — | — | — | — |
| JBLU | JETBLUE AIRWAYS CORP | Airlines & Air Transportation | 0/5 | 14.5% | −7.7 pp | -5.3% | — | — |