TickerGuard
Buy Day today: Neutral (46) Mixed market breadth · no major macro event

Quality & Balance Sheet

Buffett Criteria (Buffettology)

97 Hits · last calculated November 2, 2026 Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)

Methodology & criteria

The screenable Buffett criteria from Mary Buffett's "Buffettology": consistently high return on equity (ROE ≥ 15%), very low leverage (debt-to-equity ≤ 0.5), solid operating margin (EBIT margin ≥ 10%), earnings per share positive in each of the last six quarters and, in each of the two most recent quarters, higher than in the same quarter a year earlier (predictable, rising earnings — quarter is compared with the same quarter of the prior year so that seasonality does not decide the outcome), and positive free cash flow over the trailing 4 quarters (TTM). What the scanner CANNOT check: the moat — that stays your analysis. Source: fundamental data.

No global trading filters — this strategy checks the entire stock universe purely against its own criteria (mega caps over $50B included).

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Terms in This Scanner Explained

(17)
ADR (Average Daily Range)
The average daily swing of a stock in percent - measured over 10 or 30 trading days (columns "ADR 10D/30D"). An ADR of 5% means: on a normal day the gap between the intraday low and high runs about 5%. Traders look for movement - that is why stocks with an ADR under 1% are filtered out globally. Scanners that run without the global filters still include them; that is noted below their hit list. Not to be confused with ADR meaning "American Depositary Receipt" (a US certificate for foreign shares) - here ADR always means the daily swing.
AI Classification
Our company-by-company assessment of the AI boom based on SEC filings (the last four quarterly 10-Q reports and two annual 10-K reports): "Sells AI" (AI is a revenue source), "Threatened" (AI is a concrete business risk), "Uses AI" (operational use), or "Neutral" (no material AI exposure). Every classification requires at least two direct quote citations - otherwise the column shows "-". Not a quality judgment or a buy recommendation; the full file is on the stock page, methodology at /stocks/ai-rating-methodology.
Analysis (Full Company Analysis)
If the Analysis column shows "Read," there is an in-depth TickerGuard company analysis for this stock: business model, scanner findings, quarterly results, evidence from SEC filings, plus opportunities and risks. One click opens it directly.
Avg/Yr 3Y (Average Annual Return)
The stock's average annual return over the past 3 years. Shows at a glance whether a stock delivers over the long run or just had a short hot streak.
Earnings Date
The date of the next quarterly earnings report. Price gaps in either direction are common around this date - that is why we color it red when it is 7 days away or less, and yellow when it is 14 days away or less: elevated risk for fresh positions.
EBIT Margin
Operating profit before interest and taxes (EBIT) as a percent of revenue - measures the earning power of the core business alone, independent of financing and tax rates.
EPS (Earnings per Share)
Quarterly earnings divided by the number of shares outstanding. The most important growth metric: if EPS rises strongly over several quarters, the company is earning more money per share.
Free Cash Flow (FCF)
Operating cash flow minus capital expenditures - the money left over for everything else (debt paydown, acquisitions, or buybacks). Consistently positive free cash flow is one of the most honest signs of a healthy business model.
Funda Rating (Fundamental Rating A+ to F)
Our proprietary fundamental rating from 0 to 100 points with a school-grade rank from A+ to F. 50 points is the average across the universe, 100 the best possible score. Every stock is scored against all others by percentile: growth in earnings and revenue, earnings surprises, analyst estimates, and quality criteria such as margins, cash flow, and balance-sheet strength. Grades: A+ from 95, A from 75, B from 55, C from 45, D from 25, E from 5, F below — A/A+ are the fundamentally strongest stocks in the universe.
Market Capitalization (Mkt Cap)
The market value of the company: share price x total shares outstanding, shown here in billions of dollars. Micro caps (< $0.3B) are small and volatile, mega caps (> $200B) are heavyweights. Our scanner universe is deliberately capped at $50B - we look for stocks with room to run. The cap does not apply to scanners that run without the global filters; that is noted below their hit list.
Net Margin
How much of revenue is left as profit? Net income divided by revenue, in percent. A 20% margin means: out of every dollar of revenue, 20 cents is left as profit. Rising margins are a strong quality signal.
Operating Cash Flow (OCF)
The cash that actually flows into the company from day-to-day operations - without accounting effects such as depreciation. A company can report book profits while still burning cash; operating cash flow reveals that.
Piotroski F-Score
A balance-sheet health check developed by Joseph Piotroski: 9 yes/no criteria covering earnings, cash flow, leverage, and efficiency produce a score from 0 to 9. Scores of 7 or higher are considered financially very solid, scores under 3 a warning sign.
ROE (Return on Equity)
Profit divided by equity: how much return does the company generate on its owners' money? Consistently above 15-20% is considered a hallmark of top-tier companies.
Sector & Industry
Two levels of industry classification: sector is broad (e.g., Technology), industry is narrow (e.g., Semiconductors). Many strategies watch industry strength, because strong stocks are almost always found in strong industries.
Stage (Weinstein Stages 1-4)
Stan Weinstein divides every price chart into four stages: Stage 1 = basing (sideways after a downtrend), Stage 2 = uptrend (the only buying stage), Stage 3 = topping, Stage 4 = downtrend (avoid, or short candidate). Measured against the 30-week line (150-day moving average) and its slope.
TTM (Trailing Twelve Months)
The sum of the last four quarters - a true rolling fiscal year instead of one annualized quarter. Makes metrics like free cash flow comparable on a seasonally adjusted basis.
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Funda Rating

Piotroski

Columns

This scanner's columns

Extra columns

Tip: clicking a column header sorts the table by that column; a second click flips the direction.

Buffett Criteria (Buffettology)
Symbol Earnings Avg/Y 3Y Volatility Stage Funda Rating Piotroski MktCap Industry AI Rating Deep Dive Deep-Dive Report Sector Price YTD 6 Mo. 1 Year Off High Price Target RS EPS Rating ADR 10D ADR 30D Beta P/E P/E (f) P/S P/B P/FCF PEG EV/EBITDA EBIT Margin Gross Margin Net Margin ROE ROA Debt/Eq Equity Ratio Sales +/Y Growth Score Div. Yield Payout Ratio Altman Z Inst. % Short % Analysts
MU Micron Technology Inc — +511 % 81 % Stage 2 A 89 6 of 9 1,149.3 $ Semiconductors Sells AI — Technology 884.70 $ +268.7 % +299.8 % +295.4 % −3.3 % +76.5 % 99 96 10.6 % 9.5 % 2.23 18.4 5.1 8.6 9.1 16.2 0.16 8.8 80.4 % 80.7 % 63.8 % 39.8 % 44.6 % 0.06 75.1 % +48.9 % 9 0.1 % 0.8 % 11.7 81.6 % 2.0 % 4.6 (49)
WDC Western Digital Corporation 07/29 +752 % 80 % Stage 2 A 84 6 of 9 137.8 $ Computer Hardware Uses AI — Technology 366.10 $ +289.6 % +263.3 % +165.5 % −15.6 % +67.5 % 99 95 11.5 % 8.3 % 2.17 18.6 16.3 9.5 11.1 32.1 0.57 13.3 37.0 % 52.6 % 69.2 % 85.9 % 25.9 % 0.32 64.3 % +50.7 % 7 0.2 % 4.2 % 10.8 101.2 % 5.2 % 4.5 (26)
VICR Vicor Corporation 07/28 +178 % ⚠ Wildest 10% 95 % Stage 2 A 75 5 of 9 9.5 $ Electronic Components Neutral — Technology 191.10 $ +206.7 % +238.2 % +126.6 % −10.2 % +80.0 % 99 96 9.3 % 9.4 % 2.38 58.4 33.4 16.9 10.6 186.2 — 52.7 15.0 % 60.6 % 32.2 % 20.5 % 10.8 % 0.01 93.7 % +13.6 % 8 0.0 % 0.0 % 26.2 63.3 % 11.5 % 4.5 (4)
TER Teradyne Inc 08/04 +101 % 77 % Stage 2 A 85 7 of 9 44.8 $ Semiconductor Equipment & Materials Uses AI — Technology 274.40 $ +117.2 % +133.5 % +55.4 % −0.1 % +37.6 % 97 93 8.4 % 7.7 % 1.75 45.0 23.8 9.0 13.0 43.7 0.57 32.2 37.6 % 59.2 % 25.8 % 28.7 % 19.8 % 0.03 70.9 % +13.1 % 6 0.2 % 6.6 % 9.9 96.5 % 6.4 % 4.4 (17)
LRCX Lam Research Corp 07/29 +176 % 66 % Stage 2 A 77 8 of 9 329.8 $ Semiconductor Equipment & Materials Uses AI — Technology 239.10 $ +117.3 % +132.2 % +49.2 % −1.9 % +52.3 % 96 75 7.4 % 6.9 % 1.85 42.2 26.4 12.6 26.4 44.4 1.11 30.5 35.0 % 51.1 % 32.3 % 66.8 % 25.0 % 0.35 50.9 % +23.7 % 8 0.6 % 16.4 % 14.5 88.1 % 2.3 % 4.6 (34)
AMAT Applied Materials Inc 08/13 +114 % 61 % Stage 2 B 71 7 of 9 309.7 $ Semiconductor Equipment & Materials Uses AI — Technology 390.10 $ +128.5 % +167.0 % +68.7 % −0.2 % +60.9 % 96 72 8.1 % 6.9 % 1.59 33.8 23.6 10.0 12.8 55.1 0.89 28.9 31.9 % 49.4 % 30.0 % 39.7 % 15.5 % 0.32 59.4 % +4.4 % 7 0.5 % 18.8 % 13.6 85.1 % 1.8 % 4.6 (40)
CRDO Credo Technology Group Holding Ltd 09/02 +487 % ⚠ Wildest 10% 96 % Stage 2 A 85 7 of 9 28.1 $ Semiconductors Sells AI — Technology 151.00 $ +89.0 % +63.6 % -9.4 % −13.2 % +69.7 % 96 93 10.5 % 11.3 % 3.25 54.2 23.5 17.7 12.1 64.0 — 48.6 35.7 % 67.1 % 33.8 % 34.4 % 16.1 % 0.01 89.9 % +205.7 % 9 0.0 % 0.0 % 19.7 75.9 % 6.7 % 4.7 (20)
CRS Carpenter Technology Corporation 07/30 +349 % 49 % Stage 2 B 67 8 of 9 14.1 $ Metal Fabrication Neutral — Industrials 283.10 $ +83.8 % +81.7 % -11.1 % −1.0 % +51.8 % 93 77 3.8 % 4.1 % 1.29 29.3 23.4 4.4 6.8 27.9 1.59 16.5 22.8 % 31.2 % 17.9 % 24.9 % 13.0 % 0.38 56.2 % +4.3 % 6 0.3 % 5.7 % 10.1 97.9 % 3.0 % 4.6 (8)
IESC IES Holdings Inc 08/07 +416 % 73 % Stage 2 A 78 6 of 9 4.4 $ Engineering & Construction Neutral — — Industrials 206.00 $ +82.6 % +77.9 % +7.1 % −4.7 % +95.1 % 92 79 7.0 % 6.3 % 1.77 10.4 208.3 1.1 3.6 12.4 — 13.9 11.5 % 26.3 % 11.4 % 42.1 % 16.5 % 0.11 53.8 % +16.9 % 7 0.0 % 0.0 % 9.3 96.9 % 10.2 % 5.0 (1)
KRYS Krystal Biotech Inc 08/03 +62 % 38 % Stage 2 A 79 7 of 9 9.9 $ Biotechnology Uses AI — — Healthcare 332.30 $ +38.0 % +50.5 % +75.4 % −0.7 % +23.3 % 91 78 4.2 % 3.9 % 0.50 46.3 43.9 22.5 7.8 38.5 — 41.0 46.1 % 94.6 % 54.8 % 19.9 % 9.4 % 0.01 91.4 % +33.9 % 7 0.0 % 0.0 % 19.8 99.4 % 19.2 % 4.8 (12)
COCO Vita Coco Company Inc 07/29 +64 % 54 % Stage 2 B 69 6 of 9 3.4 $ Beverages - Non-Alcoholic – — — Consumer Defensive 58.50 $ +56.1 % +35.8 % +24.3 % −3.8 % +35.2 % 91 50 4.8 % 4.2 % 0.75 51.8 28.0 4.4 11.6 23.5 2.80 20.6 18.7 % 38.9 % 15.7 % 26.3 % 15.1 % 0.04 72.1 % +18.2 % 6 0.0 % 0.0 % 13.5 96.2 % 15.1 % 4.4 (12)
INOD Innodata Inc 07/30 +115 % ⚠ Wildest 10% 107 % Stage 2 A 83 7 of 9 1.4 $ Information Technology Services Sells AI — Technology 43.80 $ +70.8 % -23.0 % -41.3 % −41.5 % +157.3 % 90 84 9.7 % 10.3 % 2.98 33.5 26.8 4.5 9.5 7.8 0.87 28.5 18.8 % 43.2 % 14.7 % 38.6 % 14.2 % 0.03 61.0 % +47.6 % 7 0.0 % 0.0 % 10.8 53.7 % 14.1 % 4.8 (4)
STLD Steel Dynamics Inc 07/20 +49 % 36 % Stage 2 B 68 8 of 9 37.3 $ Steel – — — Basic Materials 250.80 $ +44.3 % +34.4 % +60.3 % −13.1 % +10.5 % 88 85 4.3 % 3.8 % 1.49 26.0 10.6 1.7 3.8 34.1 10.91 11.6 10.3 % 15.9 % 8.8 % 15.3 % 9.5 % 0.48 54.8 % +3.6 % 3 0.9 % 12.7 % 10.3 89.4 % 3.5 % 4.0 (14)
IBKR Interactive Brokers Group Inc 07/16 +125 % 40 % Stage 2 B 65 5 of 9 130.4 $ Capital Markets – — — Financial Services 76.90 $ +47.6 % +34.0 % +12.7 % −5.8 % +36.1 % 85 67 3.3 % 3.8 % 1.37 32.2 22.2 14.6 6.0 8.2 1.09 2.8 76.8 % 92.7 % 16.7 % 23.6 % 2.3 % 0.00 2.6 % +9.8 % 7 0.7 % 12.9 % 4.5 89.9 % 3.3 % 4.3 (17)
RMBS Rambus Inc 07/27 +39 % 79 % Stage 2 B 62 4 of 9 9.2 $ Semiconductors Sells AI — Technology 84.70 $ +39.5 % +31.1 % -18.3 % −29.0 % +54.5 % 85 31 9.2 % 8.9 % 1.85 36.8 24.2 11.5 6.5 29.3 3.80 25.0 34.3 % 80.4 % 31.7 % 18.0 % 11.0 % 0.02 90.9 % +27.1 % 9 0.0 % 0.0 % 19.1 99.4 % 6.0 % 4.5 (8)
STNG Scorpio Tankers Inc 07/29 +34 % 37 % Stage 2 B 58 7 of 9 4.6 $ Oil & Gas Midstream Uses AI — — Energy 92.60 $ +62.6 % +39.0 % +57.0 % −13.7 % +15.8 % 83 92 3.9 % 3.4 % -0.18 8.3 10.2 4.5 1.2 10.0 2.46 3.1 49.1 % 73.0 % 67.2 % 15.9 % 8.2 % 0.17 83.7 % -24.6 % 4 2.1 % 16.4 % 13.0 71.0 % 4.4 % 4.4 (10)
TNK Teekay Tankers Ltd 07/29 +45 % 39 % Stage 2 B 56 7 of 9 3.5 $ Oil & Gas Midstream Neutral — — Energy 100.80 $ +50.7 % +24.6 % +72.0 % −16.3 % +1.9 % 82 86 4.8 % 4.0 % -0.12 7.6 8.8 3.5 1.5 25.2 1.10 3.4 43.7 % 50.3 % 51.3 % 21.4 % 12.0 % 0.02 91.6 % -22.6 % 4 1.0 % 12.9 % 20.2 70.5 % 4.2 % 3.8 (5)
FTI TechnipFMC PLC 07/30 +119 % 32 % Stage 2 B 65 9 of 9 27.4 $ Oil & Gas Equipment & Services – — — Energy 68.80 $ +48.6 % +46.2 % +65.1 % −13.8 % +7.0 % 81 85 3.6 % 3.5 % 0.83 24.7 20.8 2.6 8.0 17.2 2.59 13.9 14.1 % 23.0 % 11.3 % 33.4 % 9.5 % 0.39 33.3 % +9.4 % 6 0.3 % 6.7 % 4.0 101.5 % 3.5 % 4.1 (22)
BLBD Blue Bird Corp 08/05 +83 % 42 % Stage 2 B 70 7 of 9 1.8 $ Farm & Heavy Construction Machinery Neutral — Industrials 55.90 $ +56.9 % +51.1 % +8.8 % −3.0 % +55.8 % 81 61 3.7 % 4.1 % 1.36 13.9 12.5 1.1 6.0 11.1 1.13 5.6 11.0 % 20.6 % 17.5 % 54.5 % 13.6 % 0.30 43.2 % +9.9 % 7 0.0 % 0.0 % 8.5 112.8 % 15.6 % 4.8 (8)
WST West Pharmaceutical Services Inc 07/23 -3 % 31 % Stage 2 B 71 7 of 9 28.6 $ Medical Instruments & Supplies Neutral — Healthcare 412.60 $ +22.5 % +28.4 % +48.6 % −1.6 % +4.5 % 80 79 2.3 % 2.6 % 1.13 55.9 40.3 8.4 9.9 63.0 3.05 31.2 21.7 % 36.8 % 17.0 % 19.1 % 11.4 % 0.11 72.8 % +6.3 % 5 0.3 % 10.8 % 12.5 103.9 % 3.5 % 4.6 (16)
AA Alcoa Corp 07/16 +25 % 53 % Stage 1 C 53 2 of 9 10.4 $ Aluminum – — — Basic Materials 39.20 $ +4.0 % +0.0 % +3.6 % −37.1 % +36.8 % 78 22 5.3 % 5.5 % 1.74 10.0 6.3 0.7 1.5 13.7 8.36 4.3 13.9 % 22.8 % 10.7 % 15.4 % 7.5 % 0.36 41.0 % +7.9 % 4 1.1 % 6.1 % 5.2 84.2 % 4.5 % 4.1 (14)
FFIV F5 Networks Inc 07/29 +57 % 42 % Stage 2 B 61 7 of 9 19.1 $ Software - Infrastructure – — — Technology 338.30 $ +52.6 % +56.5 % +31.8 % −6.2 % -4.7 % 77 54 3.1 % 3.4 % 1.03 27.5 24.6 5.8 5.1 19.7 1.63 26.5 22.0 % 81.9 % 22.0 % 20.3 % 8.0 % 0.22 56.2 % +9.7 % 6 0.0 % 0.0 % 8.3 110.3 % 3.0 % 3.5 (13)
MCRI Monarch Casino & Resort Inc 07/15 +32 % 25 % Stage 2 B 60 9 of 9 2.0 $ Resorts & Casinos Neutral — — Consumer Cyclical 110.50 $ +35.3 % +36.9 % +26.9 % −2.7 % +12.6 % 77 76 3.1 % 2.7 % 1.41 19.5 16.8 3.5 3.6 13.8 1.07 10.3 25.8 % 68.0 % 20.4 % 20.1 % 12.9 % 0.02 75.8 % +4.4 % 6 1.0 % 14.8 % 10.6 65.1 % 5.8 % 3.3 (6)
REX REX American Resources Corporation — +54 % 33 % Stage 2 A 75 5 of 9 1.3 $ Chemicals – — — Basic Materials 39.20 $ +33.9 % +30.9 % +22.2 % −33.2 % +28.9 % 76 87 2.9 % 3.9 % 0.60 14.4 12.5 2.0 2.1 19.2 1.74 7.5 11.8 % 18.4 % 18.3 % 15.8 % 8.2 % 0.03 77.9 % +1.2 % 6 0.0 % 0.0 % 17.6 83.7 % 3.5 % —
GL Globe Life Inc 07/22 +23 % 21 % Stage 2 B 58 8 of 9 12.4 $ Insurance - Life Uses AI — Financial Services 159.10 $ +26.1 % +25.5 % +22.8 % −2.6 % +18.2 % 74 60 2.2 % 2.3 % 0.44 11.2 9.4 2.0 2.1 10.0 1.30 0.0 23.8 % 33.1 % 18.9 % 20.5 % 3.4 % 0.50 19.7 % +3.8 % 5 0.9 % 6.3 % 4.8 86.5 % 3.2 % 4.1 (11)
AIT Applied Industrial Technologies 08/13 +49 % 28 % Stage 2 B 56 7 of 9 11.1 $ Industrial Distribution – — — Industrials 294.10 $ +29.3 % +26.9 % +19.8 % −0.6 % +33.8 % 74 53 2.7 % 2.5 % 0.85 26.9 26.4 2.2 5.7 25.3 2.64 18.8 11.0 % 30.3 % 8.4 % 21.9 % 11.1 % 0.32 62.2 % +1.9 % 4 0.6 % 18.2 % 11.5 98.5 % 2.3 % 4.5 (8)
FSLR First Solar Inc 07/30 +12 % 53 % Stage 2 B 64 6 of 9 19.8 $ Solar – — — Technology 174.40 $ -4.6 % -14.5 % -25.3 % −22.5 % +55.6 % 73 81 5.2 % 6.3 % 1.79 10.6 7.5 3.9 1.8 84.9 0.30 6.9 33.1 % 44.0 % 32.5 % 18.4 % 8.6 % 0.04 74.0 % +24.1 % 8 0.0 % 0.0 % 10.6 94.5 % 13.5 % 4.2 (36)
CRUS Cirrus Logic Inc 08/04 +38 % 36 % Stage 2 B 58 8 of 9 5.8 $ Semiconductors Uses AI — — Technology 109.80 $ +33.1 % +20.4 % -13.4 % −14.7 % +25.3 % 73 65 4.4 % 4.2 % 1.17 13.3 13.3 2.8 2.5 10.2 9.35 8.7 20.1 % 52.8 % 21.0 % 20.3 % 12.2 % 0.06 85.5 % +5.3 % 6 0.0 % 0.0 % 14.3 104.6 % 8.0 % 3.6 (5)
EWBC East West Bancorp Inc 07/21 +63 % 23 % Stage 2 B 66 8 of 9 17.7 $ Banks - Regional Neutral — — Financial Services 130.80 $ +18.0 % +13.4 % +32.7 % −4.2 % +14.6 % 70 68 2.6 % 2.3 % 0.98 12.7 11.4 — 1.9 9.5 5.58 0.0 65.1 % 100.0 % 50.1 % 16.5 % 1.8 % 0.43 10.9 % +82.7 % 6 2.4 % 24.4 % 3.8 94.8 % 3.2 % 4.4 (16)
EXEL Exelixis Inc 07/27 +53 % 34 % Stage 2 B 67 8 of 9 17.4 $ Biotechnology Neutral — Healthcare 69.40 $ +17.1 % +16.7 % +67.9 % −1.3 % -15.1 % 69 76 3.3 % 3.1 % 0.47 23.9 15.2 7.0 9.1 15.0 2.27 15.2 41.2 % 96.5 % 35.3 % 41.0 % 24.0 % 0.09 74.6 % +7.0 % 8 0.0 % 0.0 % 10.7 107.5 % 15.6 % 3.7 (18)
WTS Watts Water Technologies Inc 08/05 +33 % 28 % Stage 2 B 68 8 of 9 11.6 $ Specialty Industrial Machinery – — — Industrials 347.60 $ +24.1 % +27.0 % +29.4 % −0.1 % +11.7 % 68 73 3.2 % 2.9 % 1.15 30.5 26.1 4.3 5.5 33.2 3.27 20.7 19.7 % 48.9 % 14.3 % 18.9 % 11.6 % 0.09 71.3 % +8.3 % 5 0.6 % 19.5 % 10.6 101.7 % 3.7 % 3.5 (10)
EXPD Expeditors International of Washington, Inc. 08/04 +15 % 31 % Stage 2 B 59 8 of 9 26.3 $ Integrated Freight & Logistics – — — Industrials 198.90 $ +8.8 % +7.4 % +67.2 % −4.1 % -9.1 % 67 63 2.1 % 2.1 % 1.06 32.1 25.5 2.2 11.4 28.1 3.11 20.2 10.6 % 13.6 % 7.6 % 36.6 % 15.2 % 0.25 47.8 % +4.4 % 4 0.8 % 23.0 % 9.7 101.0 % 3.9 % 2.8 (18)
AU AngloGold Ashanti plc 08/07 +103 % 60 % Stage 1 A 80 8 of 9 41.5 $ Gold Neutral — — Basic Materials 79.80 $ +1.1 % -6.4 % +21.0 % −38.6 % +33.9 % 66 90 5.7 % 5.6 % 0.74 11.6 12.3 3.7 4.7 10.4 0.78 6.5 56.1 % 54.8 % 32.2 % 43.0 % 24.9 % 0.27 54.4 % +70.8 % 7 5.3 % 58.6 % 10.2 80.6 % 1.0 % 4.1 (8)
NBIX Neurocrine Biosciences Inc 07/29 +23 % 33 % Stage 2 A 76 6 of 9 14.7 $ Drug Manufacturers - Specialty & Generic Uses AI — Healthcare 146.10 $ +13.8 % +15.7 % +5.8 % −3.2 % +41.2 % 65 98 2.9 % 2.9 % 0.40 23.3 14.5 4.4 4.3 16.9 0.29 15.8 22.8 % 64.5 % 20.9 % 22.5 % 11.7 % 0.12 69.5 % +21.5 % 9 0.0 % 0.0 % 9.4 103.9 % 7.5 % 4.6 (29)
NVDA NVIDIA Corporation 08/26 +125 % 37 % Stage 2 A 84 7 of 9 5,168.9 $ Semiconductors Sells AI — Technology 204.60 $ +7.4 % +3.5 % +1.1 % −17.3 % +60.8 % 62 91 3.2 % 3.6 % 2.22 27.6 13.5 17.1 22.4 39.9 0.26 22.0 65.6 % 74.7 % 63.7 % 114.3 % 53.6 % 0.07 75.3 % +65.5 % 8 0.5 % 7.4 % 16.4 70.9 % 1.3 % 4.7 (62)
NEM Newmont Goldcorp Corp 07/23 +51 % 48 % Stage 1 B 71 9 of 9 113.8 $ Gold Neutral — — Basic Materials 106.60 $ -1.6 % -9.4 % +30.7 % −29.3 % +27.1 % 60 83 4.4 % 4.4 % 0.53 13.7 10.1 4.3 3.2 7.8 2.83 6.4 61.4 % 68.0 % 34.7 % 25.8 % 16.4 % 0.17 60.6 % +19.1 % 7 1.0 % 10.7 % 7.7 81.3 % 2.0 % 4.4 (23)
SSD Simpson Manufacturing Company Inc 07/27 +18 % 29 % Stage 2 B 64 8 of 9 8.0 $ Lumber & Wood Production – — — Basic Materials 193.30 $ +22.9 % +26.0 % +9.6 % −1.8 % +12.0 % 60 62 3.2 % 3.0 % 1.32 23.5 17.6 3.3 4.0 17.1 3.80 13.5 19.6 % 45.7 % 15.6 % 18.1 % 10.0 % 0.32 67.7 % +4.5 % 5 0.6 % 10.2 % 10.5 102.8 % 4.1 % 4.0 (5)
SPNT Siriuspoint Ltd 08/03 +54 % 27 % Stage 2 B 60 7 of 9 3.0 $ Insurance - Reinsurance Uses AI — — Financial Services 25.90 $ +8.0 % +5.8 % +42.2 % −5.2 % +13.6 % 60 81 3.0 % 3.0 % 0.59 6.7 9.3 0.9 1.4 11.6 — 0.0 18.0 % 23.9 % 16.9 % 23.1 % 2.2 % 0.30 18.4 % +22.6 % 6 0.0 % 0.0 % — 87.3 % 5.2 % 4.0 (5)
UFPT UFP Technologies Inc 08/03 +8 % 48 % Stage 2 B 56 4 of 9 2.2 $ Medical Devices – — — Healthcare 284.50 $ +5.6 % +11.9 % +54.9 % −8.1 % +24.1 % 56 52 4.3 % 4.4 % 1.03 33.9 21.8 3.5 5.2 35.1 3.80 20.6 15.1 % 28.5 % 11.5 % 17.2 % 9.1 % 0.36 65.1 % +19.5 % 5 0.0 % 0.0 % 9.5 117.0 % 18.6 % 3.8 (4)
ALL The Allstate Corporation 07/29 +43 % 26 % Stage 2 B 69 7 of 9 66.9 $ Insurance - Property & Casualty Uses AI — — Financial Services 259.90 $ +12.4 % +16.7 % +38.1 % −2.3 % +5.2 % 55 93 2.4 % 2.6 % 0.14 6.0 9.1 1.0 2.3 5.5 1.86 0.0 19.0 % 36.8 % 19.0 % 45.2 % 8.7 % 0.26 25.5 % +4.6 % 5 1.7 % 9.4 % 3.4 85.5 % 2.8 % 3.6 (25)
TRV The Travelers Companies Inc 07/17 +31 % 21 % Stage 2 B 57 7 of 9 82.6 $ Insurance - Property & Casualty Uses AI — — Financial Services 396.20 $ +10.1 % +13.8 % +48.4 % −2.3 % -5.8 % 52 94 2.3 % 2.1 % 0.44 12.1 10.8 1.7 2.7 7.7 2.70 0.0 18.7 % 34.9 % 17.0 % 25.3 % 4.7 % 0.33 22.5 % +5.2 % 5 1.3 % 10.2 % 6.7 87.9 % 3.2 % 3.0 (29)
AFL Aflac Incorporated 08/04 +30 % 17 % Stage 2 B 63 6 of 9 63.1 $ Insurance - Life – — — Financial Services 123.90 $ +8.9 % +9.7 % +18.4 % −1.7 % -3.0 % 52 98 1.7 % 1.9 % 0.56 14.5 15.2 3.5 2.1 23.8 1.18 0.0 29.6 % 50.9 % 26.9 % 16.5 % 3.1 % 0.26 25.8 % -8.8 % 3 2.0 % 31.9 % 9.2 59.8 % 3.0 % 2.8 (15)
EOG EOG Resources Inc 08/04 +14 % 29 % Stage 2 B 64 8 of 9 88.8 $ Oil & Gas E&P Neutral — — Energy 165.50 $ +30.7 % +29.2 % +62.0 % −12.0 % +2.1 % 51 75 2.7 % 2.8 % 0.37 16.3 10.4 3.3 2.9 10.4 1.38 5.7 37.9 % 62.6 % 25.7 % 18.2 % 11.0 % 0.27 57.9 % -3.5 % 4 2.5 % 30.3 % 8.0 97.7 % 3.5 % 3.6 (33)
CART Maplebear Inc. 08/06 — 44 % Stage 2 B 66 7 of 9 12.8 $ Internet Retail – — — Consumer Cyclical 56.50 $ +2.5 % +3.5 % +51.1 % −12.5 % -3.4 % 51 78 4.5 % 4.4 % 0.87 32.3 17.1 3.2 5.7 10.8 2.28 17.8 18.0 % 72.6 % 12.0 % 16.3 % 9.4 % 0.01 73.4 % +10.8 % 7 0.0 % 0.0 % 5.2 83.9 % 14.4 % 3.9 (33)
SKWD Skyward Specialty Insurance Group, Inc. 07/29 +36 % 34 % Stage 3 B 66 4 of 9 2.3 $ Insurance - Property & Casualty – — — Financial Services 59.00 $ +3.5 % +16.4 % +30.0 % −6.1 % +21.9 % 49 57 3.9 % 3.6 % 0.36 15.3 10.6 1.3 2.1 5.7 0.72 0.0 14.7 % 30.5 % 10.8 % 17.1 % 3.1 % 0.40 18.7 % +23.2 % 7 0.0 % 0.0 % — 97.1 % 4.5 % 4.1 (13)
GNTX Gentex Corporation 07/24 -2 % 25 % Stage 3 B 58 5 of 9 4.3 $ Auto Parts – — — Consumer Cyclical 19.90 $ +7.5 % +8.6 % -12.8 % −12.3 % +26.3 % 47 58 2.6 % 2.5 % 0.85 11.7 9.3 1.6 1.8 8.3 0.61 6.7 18.8 % 34.9 % 15.2 % 15.6 % 11.0 % 0.01 83.5 % +9.6 % 5 2.3 % 19.8 % 12.9 97.5 % 9.3 % 3.4 (9)
VRTX Vertex Pharmaceuticals Inc 08/03 +12 % 29 % Stage 2 B 69 7 of 9 141.4 $ Biotechnology – — — Healthcare 558.90 $ +3.3 % +7.9 % +33.1 % −5.5 % +2.2 % 45 80 3.0 % 2.7 % 0.28 33.3 25.5 11.2 7.4 37.2 2.11 25.7 38.1 % 55.0 % 35.0 % 24.2 % 11.9 % 0.11 73.1 % +9.6 % 4 0.0 % 0.0 % 11.2 98.0 % 1.9 % 4.3 (32)
GRMN Garmin Ltd 07/29 +49 % 33 % Stage 2 B 66 8 of 9 52.6 $ Scientific & Technical Instruments – — — Technology 272.70 $ +17.5 % +15.0 % +28.9 % −13.9 % +6.0 % 45 66 3.1 % 2.7 % 0.83 29.9 25.6 6.7 5.6 35.8 3.12 23.4 24.6 % 60.1 % 24.5 % 19.9 % 12.2 % 0.02 84.7 % +15.1 % 7 1.4 % 40.3 % 15.3 58.6 % 2.0 % 3.6 (8)
AFG American Financial Group, Inc. 08/04 +14 % 18 % Stage 3 C 54 7 of 9 12.6 $ Insurance - Property & Casualty Threatened — — Financial Services 153.90 $ +2.8 % +3.9 % +24.3 % −9.4 % +2.0 % 44 68 2.1 % 2.0 % 0.58 15.2 11.5 1.5 2.9 8.6 2.30 0.0 14.6 % 20.2 % 11.8 % 19.4 % 2.6 % 0.42 18.1 % -1.3 % 5 2.6 % 36.4 % — 68.0 % 2.5 % 3.6 (7)
ZM Zoom Video Communications Inc 08/20 +10 % 45 % Stage 1 B 68 7 of 9 28.0 $ Software - Application Sells AI — — Technology 95.50 $ +0.2 % -1.9 % +13.2 % −27.8 % +21.7 % 43 82 3.9 % 4.8 % 1.03 13.5 15.2 5.6 2.7 14.5 2.53 15.8 25.1 % 77.7 % 65.2 % 22.0 % 6.1 % 0.01 82.0 % +4.4 % 6 0.0 % 0.0 % 14.7 79.1 % 2.4 % 4.2 (30)
PIPR Piper Sandler Companies 08/07 +54 % 36 % Stage 4 B 66 6 of 9 4.4 $ Capital Markets – — — Financial Services 63.80 $ -3.7 % -15.1 % -13.5 % −79.6 % +18.5 % 42 52 3.3 % 3.1 % 1.44 15.7 10.1 2.1 3.1 7.5 1.26 0.0 21.8 % 91.8 % 14.5 % 22.2 % 17.0 % 0.08 63.0 % +28.6 % 7 1.2 % 42.4 % 10.3 87.4 % 4.7 % 4.0 (5)
FAST Fastenal Company 07/14 +24 % 24 % Stage 2 B 63 8 of 9 59.9 $ Industrial Distribution – — — Industrials 51.90 $ +14.9 % +14.6 % +27.6 % −7.3 % -1.0 % 41 61 2.4 % 2.2 % 0.69 45.7 37.5 6.6 14.8 50.9 3.39 29.5 20.3 % 44.6 % 15.6 % 33.8 % 22.0 % 0.11 76.6 % +8.7 % 6 2.0 % 65.4 % 14.9 88.2 % 3.4 % 3.3 (18)
DCI Donaldson Company Inc — +15 % 26 % Stage 1 B 65 9 of 9 9.6 $ Specialty Industrial Machinery – — — Industrials 83.00 $ -3.9 % -2.5 % +3.4 % −21.0 % +17.6 % 40 86 2.4 % 2.5 % 0.87 22.6 19.5 2.5 5.8 22.6 1.56 15.0 16.3 % 35.1 % 11.7 % 27.8 % 10.9 % 0.36 54.9 % +2.9 % 4 1.5 % 31.2 % 10.8 90.6 % 2.9 % 3.4 (8)
CHE Chemed Corp 08/04 -6 % 29 % Stage 3 C 54 6 of 9 7.1 $ Medical Care Facilities – — — Healthcare 534.70 $ +4.1 % +5.9 % +17.0 % −19.5 % +7.2 % 40 31 2.6 % 2.8 % 0.51 31.8 18.7 2.7 8.9 24.1 1.87 15.9 12.9 % 33.1 % 10.6 % 25.6 % 13.5 % 0.28 55.2 % +4.1 % 5 0.6 % 8.4 % 12.3 104.0 % 5.4 % 3.8 (5)
WRB W. R. Berkley Corp 07/20 +31 % 22 % Stage 3 B 55 7 of 9 27.5 $ Insurance - Property & Casualty Uses AI — — Financial Services 73.90 $ -0.6 % +1.6 % +5.2 % −12.3 % -4.5 % 36 69 2.1 % 2.2 % 0.27 16.0 15.0 1.8 2.8 7.9 4.83 0.0 17.1 % 43.6 % 12.5 % 20.2 % 3.6 % 0.30 22.0 % +7.8 % 6 0.6 % 31.5 % 6.5 78.0 % 5.6 % 2.6 (18)
DXCM DexCom Inc 07/29 -15 % 37 % Stage 2 B 71 9 of 9 31.8 $ Medical Devices Uses AI — Healthcare 82.30 $ +3.8 % +3.8 % +20.7 % −23.7 % +22.4 % 35 85 3.2 % 4.1 % 1.48 37.1 25.3 6.2 11.0 28.9 1.30 18.7 21.4 % 62.5 % 20.1 % 35.6 % 10.3 % 0.47 44.6 % +15.6 % 7 0.0 % 0.0 % 8.7 102.5 % 4.3 % 4.7 (29)
DECK Deckers Outdoor Corporation 07/23 +8 % 41 % Stage 1 B 55 4 of 9 11.4 $ Footwear & Accessories Uses AI — Consumer Cyclical 82.00 $ +0.0 % +0.3 % -1.3 % −18.9 % +22.0 % 34 29 4.1 % 3.9 % 1.12 12.6 10.8 2.0 4.8 10.0 0.99 7.7 14.0 % 58.9 % 19.0 % 40.9 % 21.3 % 0.15 67.8 % +9.4 % 6 0.0 % 0.0 % 13.5 100.8 % 9.7 % 3.5 (27)
MWA Mueller Water Products 08/03 +25 % 25 % Stage 1 B 56 6 of 9 3.6 $ Specialty Industrial Machinery – — — Industrials 22.80 $ +8.1 % +5.7 % -10.4 % −13.0 % +22.2 % 34 62 2.8 % 2.5 % 1.00 17.6 14.2 2.4 3.4 18.7 0.95 9.9 22.1 % 38.1 % 15.0 % 21.3 % 10.6 % 0.42 56.8 % +8.8 % 5 1.4 % 18.5 % 8.4 101.6 % 5.6 % 3.3 (6)
PGR Progressive Corp 07/15 +26 % 27 % Stage 3 B 58 5 of 9 134.7 $ Insurance - Property & Casualty – — — Financial Services 231.30 $ +0.8 % +2.8 % +19.0 % −19.6 % -0.4 % 33 58 3.0 % 2.7 % 0.24 12.5 14.1 1.5 4.3 8.4 70.60 21.9 16.4 % 17.3 % 12.7 % 37.9 % 7.5 % 0.25 27.2 % +16.3 % 6 0.2 % 72.9 % 4.7 90.5 % 1.2 % 3.4 (25)
HIG Hartford Financial Services Group 07/27 +32 % 20 % Stage 1 B 59 9 of 9 35.8 $ Insurance - Diversified Uses AI — — Financial Services 132.60 $ -3.8 % -3.6 % +9.3 % −9.8 % +10.0 % 33 75 1.9 % 2.1 % 0.49 9.8 9.9 1.2 2.0 5.1 0.12 0.0 15.3 % 37.9 % 14.9 % 22.7 % 3.9 % 0.26 21.9 % +7.1 % 5 1.8 % 16.7 % 5.7 96.0 % 1.5 % 3.6 (24)
TPL Texas Pacific Land Corporation 08/05 +58 % 49 % Stage 1 B 72 4 of 9 22.3 $ Oil & Gas E&P – — — Energy 331.70 $ +29.1 % +42.3 % +7.8 % −64.0 % +34.1 % 33 64 4.4 % 4.4 % 0.59 45.3 37.7 24.9 14.6 40.7 7.33 30.6 77.2 % 93.3 % 60.3 % 36.5 % 25.8 % 0.01 88.8 % +13.1 % 7 0.7 % 20.5 % 18.4 74.9 % 7.2 % 3.0 (2)
RDDT Reddit, Inc. 07/30 — 78 % Stage 4 A 84 8 of 9 18.6 $ Internet Content & Information Sells AI — — Communication Services 91.70 $ -27.9 % -22.8 % -52.8 % −44.2 % +56.0 % 31 96 6.8 % 6.8 % 2.05 26.9 22.0 6.0 5.7 15.6 0.72 31.2 27.6 % 91.4 % 31.4 % 26.2 % 15.7 % 0.01 91.3 % +69.4 % 8 0.0 % 0.0 % 21.0 93.6 % 15.3 % 4.1 (34)
QLYS Qualys Inc 08/04 -3 % 57 % Stage 3 B 63 8 of 9 7.6 $ Software - Infrastructure – — — Technology 224.10 $ -15.5 % -8.0 % +87.9 % −25.3 % -17.8 % 28 59 5.0 % 4.7 % 0.60 38.7 26.7 10.8 13.3 24.3 3.86 29.2 35.0 % 83.4 % 29.4 % 37.7 % 14.6 % 0.09 52.1 % +10.1 % 7 0.0 % 0.0 % 6.6 109.1 % 13.1 % 3.2 (22)
CME CME Group Inc 07/22 +17 % 25 % Stage 1 C 53 6 of 9 109.5 $ Financial Data & Stock Exchanges – — — Financial Services 303.10 $ -8.7 % -18.6 % +19.8 % −31.6 % +4.6 % 21 66 3.7 % 3.2 % 0.27 25.4 22.9 15.7 4.1 25.3 4.09 17.1 69.8 % 100.0 % 63.5 % 15.9 % 1.5 % 0.21 13.2 % +6.4 % 7 1.8 % 93.1 % 3.8 92.6 % 1.6 % 3.6 (17)
CRVL CorVel Corp 08/04 -4 % 44 % Stage 4 B 60 6 of 9 4.2 $ Insurance Brokers Sells AI — Financial Services 82.20 $ -11.8 % -10.5 % +11.9 % −41.5 % — 21 65 3.8 % 4.4 % 1.05 40.0 23.8 4.3 10.8 36.7 — 22.0 16.0 % 24.8 % 11.7 % 30.8 % 14.7 % 0.07 61.3 % +7.0 % 6 0.0 % 0.0 % 13.9 55.4 % 10.6 % —
NU Nu Holdings Ltd 08/13 +22 % 47 % Stage 4 B 62 3 of 9 56.5 $ Banks - Regional – — — Financial Services 11.60 $ -24.8 % -21.6 % -27.7 % −34.4 % +50.2 % 19 79 3.7 % 4.1 % 0.96 18.3 18.1 3.2 4.6 47.1 0.77 0.0 48.2 % 100.0 % 42.7 % 30.1 % 5.0 % 0.26 16.3 % +43.0 % 9 0.0 % 0.0 % 3.2 88.5 % 3.6 % 4.3 (22)
LRN Stride Inc 08/04 +40 % 42 % Stage 3 C 54 6 of 9 3.3 $ Education & Training Services – — — Consumer Defensive 78.40 $ +27.8 % +30.9 % +15.2 % −49.7 % +28.0 % 19 29 5.1 % 3.9 % 0.14 12.6 9.2 1.3 2.1 6.6 0.46 5.3 20.8 % 37.5 % 13.2 % 20.1 % 12.0 % 0.33 67.1 % +17.9 % 5 0.0 % 0.0 % 12.0 115.5 % 25.9 % 3.3 (3)
MSFT Microsoft Corporation 07/29 +5 % 33 % Stage 4 B 66 6 of 9 3,808.5 $ Software - Infrastructure Sells AI — Technology 521.90 $ -22.3 % -24.1 % +0.1 % −36.5 % +20.7 % 18 68 3.7 % 3.3 % 1.10 32.2 26.7 11.0 9.7 63.5 1.72 17.6 46.3 % 67.7 % 41.2 % 34.0 % 14.4 % 0.19 59.7 % +14.9 % 7 0.7 % 19.5 % 8.1 75.8 % 0.9 % 4.6 (56)
LOPE Grand Canyon Education Inc 07/30 +14 % 32 % Stage 4 B 57 7 of 9 3.9 $ Education & Training Services – — — Consumer Defensive 147.90 $ -13.9 % -15.7 % -24.5 % −35.9 % +26.0 % 15 59 2.9 % 3.0 % 0.58 18.7 14.2 3.4 5.7 15.4 0.94 11.2 30.9 % 53.3 % 19.6 % 29.8 % 20.4 % 0.15 71.9 % +7.1 % 6 0.0 % 0.0 % 18.9 103.6 % 9.0 % 4.7 (3)
RMD ResMed Inc 07/30 -3 % 30 % Stage 4 B 58 6 of 9 32.9 $ Medical Instruments & Supplies – — — Healthcare 229.90 $ -20.2 % -18.4 % -7.9 % −32.4 % +0.3 % 14 59 2.7 % 2.8 % 0.75 22.3 21.1 5.7 5.2 20.5 1.47 16.2 35.3 % 61.6 % 27.0 % 25.3 % 14.0 % 0.24 73.9 % +9.8 % 6 1.0 % 22.0 % 12.3 70.0 % 9.1 % 3.7 (20)
PLTR Palantir Technologies Inc. 08/03 +244 % 59 % Stage 4 A 84 8 of 9 451.9 $ Software - Infrastructure Sells AI — — Technology 184.10 $ -34.3 % -40.4 % -5.4 % −48.3 % +15.4 % 10 93 5.3 % 4.9 % 1.60 198.6 87.7 73.4 50.1 134.5 1.70 173.8 46.2 % 84.8 % 49.0 % 32.6 % 17.3 % 0.03 82.9 % +56.2 % 8 0.0 % 0.0 % 14.6 62.4 % 2.6 % 4.1 (32)
PCTY Paylocity Holding Corporation 08/04 -14 % 42 % Stage 4 B 64 8 of 9 9.1 $ Software - Application – — — Technology 170.90 $ -33.8 % -30.6 % +19.1 % −49.2 % +6.1 % 10 70 4.0 % 4.4 % 0.50 37.3 18.9 5.2 7.9 18.4 1.43 18.2 31.3 % 69.3 % 15.2 % 21.6 % 5.2 % 0.16 21.7 % +13.7 % 6 0.0 % 0.0 % 5.1 86.7 % 7.2 % 4.6 (21)
DOCU DocuSign Inc — -5 % 48 % Stage 4 B 62 7 of 9 15.7 $ Software - Application – — — Technology 82.20 $ -37.6 % -35.3 % +18.2 % −51.0 % -14.2 % 9 64 4.9 % 5.1 % 0.86 52.1 15.9 4.7 8.4 13.1 0.74 27.2 13.4 % 79.6 % 9.8 % 16.4 % 6.4 % 0.14 45.7 % +8.2 % 6 0.0 % 0.0 % 2.0 96.7 % 8.1 % 3.3 (20)
MKTX MarketAxess Holdings Inc 08/05 -18 % 36 % Stage 4 B 63 4 of 9 5.8 $ Capital Markets – — — Financial Services 165.30 $ -34.2 % -39.2 % +5.8 % −51.5 % -1.6 % 7 94 4.0 % 3.4 % 0.79 20.2 18.7 6.7 5.1 34.0 1.23 12.9 43.9 % 61.1 % 33.5 % 24.3 % 10.5 % 0.32 51.7 % +3.8 % 6 1.9 % 32.6 % 9.9 112.1 % 11.7 % 3.0 (12)
ASIC Ategrity Specialty Insurance Company Holdings — — 47 % — B 74 6 of 9 1.2 $ Insurance - Property & Casualty Uses AI — Financial Services 23.80 $ +17.3 % +41.9 % +26.8 % −3.7 % +22.4 % — — — — — 12.5 9.9 2.3 1.8 7.0 — 0.0 26.6 % 24.9 % 18.8 % 17.9 % 5.2 % 0.00 41.7 % +23.4 % 7 0.0 % 0.0 % 1.3 12.6 % 3.4 % 4.2 (5)
TASK TaskUs, Inc. — — 54 % — C 52 7 of 9 0.7 $ Information Technology Services Sells AI — Technology 8.30 $ -45.0 % -40.6 % -5.1 % −64.4 % +2.4 % — — — — 2.01 6.4 5.8 0.6 2.4 6.1 — 4.8 11.5 % 38.3 % 8.8 % 26.5 % 9.4 % 0.43 57.1 % +19.0 % 6 0.0 % 3.5 % 2.8 83.3 % 15.9 % 3.3 (8)
PBR Petroleo Brasileiro Petrobras SA — — 38 % — A 76 7 of 9 142.7 $ Oil & Gas Integrated – — — Energy 22.10 $ +51.3 % +17.4 % +102.4 % −18.6 % +9.3 % — — — — -0.23 5.7 8.5 1.3 1.6 7.4 6.01 3.5 32.0 % 50.6 % 24.3 % 25.6 % 10.1 % 0.48 34.0 % -3.6 % 4 6.5 % 28.3 % 2.2 21.5 % 2.1 % 4.4 (14)
B Barrick Mining Corporation — — 47 % — A 76 9 of 9 60.9 $ Gold – — — Basic Materials 37.00 $ -7.9 % -13.9 % +14.3 % −24.3 % +29.5 % — — — — 1.14 10.4 9.2 3.2 2.3 11.5 2.04 4.3 56.3 % 56.3 % 31.6 % 25.2 % 13.4 % 0.19 51.5 % +31.2 % 8 1.8 % 27.6 % 3.5 65.7 % — 4.1 (24)
TEL TE Connectivity Ltd — — 36 % — B 67 5 of 9 61.7 $ Electronic Components – — — Technology 213.10 $ -3.9 % -3.4 % -11.3 % −12.2 % +13.2 % — — — — 1.14 20.9 17.4 3.2 4.6 17.0 0.96 14.2 20.8 % 36.1 % 15.6 % 23.3 % 9.7 % 0.46 50.2 % +7.9 % 5 1.4 % 21.8 % 5.1 99.5 % 2.5 % 4.3 (19)
INFY Infosys Ltd — — 42 % — B 56 6 of 9 51.0 $ Information Technology Services – — — Technology 12.60 $ -29.3 % -22.7 % -26.2 % −37.7 % -1.1 % — — — — 0.12 15.6 14.9 2.5 5.3 13.4 2.10 9.0 21.2 % 29.8 % 16.2 % 32.0 % 14.8 % 0.03 59.5 % +4.6 % 5 4.3 % 51.3 % 8.2 12.7 % 3.0 % 3.3 (14)
YUMC Yum China Holdings Inc — — 25 % — B 58 7 of 9 15.7 $ Restaurants – — — Consumer Cyclical 45.80 $ -0.3 % -17.2 % +7.2 % −17.9 % +35.5 % — — — — 0.06 16.8 13.4 1.3 3.0 16.6 0.99 8.5 11.5 % 20.3 % 7.8 % 16.8 % 8.1 % 0.09 49.9 % +4.4 % 5 2.6 % 56.4 % 3.9 75.8 % 1.8 % 4.6 (21)
MOG-A Moog Inc — — 36 % — B 71 7 of 9 11.1 $ Aerospace & Defense – — — Industrials 350.70 $ +71.2 % +28.3 % +73.2 % −2.1 % +26.9 % — — — — 0.96 29.8 31.3 2.6 4.9 45.5 1.49 19.1 14.5 % 28.2 % 8.7 % 18.1 % 7.0 % 0.47 45.0 % +7.0 % 5 0.3 % 13.2 % 5.7 104.2 % 4.5 % 4.2 (6)
BVN Compania de Minas Buenaventura SAA — — 52 % — A 75 7 of 9 6.7 $ Other Precious Metals & Mining – — — Basic Materials 26.40 $ +25.0 % -11.0 % +20.4 % −20.3 % +46.0 % — — — — 0.42 6.4 36.5 3.0 1.6 10.2 1.11 4.8 41.9 % 61.2 % 48.2 % 27.8 % 10.8 % 0.17 67.4 % +50.0 % 9 4.1 % 25.0 % 4.4 60.0 % 2.5 % 3.0 (6)
TIMB TIM Participacoes SA — — 36 % — B 56 8 of 9 8.5 $ Telecom Services – — — Communication Services 17.70 $ -7.3 % -28.7 % -19.1 % −35.5 % +31.9 % — — — — 0.09 10.2 8.2 1.7 1.8 5.0 1.39 4.1 24.7 % 54.6 % 15.8 % 17.3 % 7.8 % 0.19 42.1 % +4.6 % 6 8.9 % 88.2 % — 4.8 % 1.8 % 3.4 (8)
BZ Kanzhun Ltd — — 40 % — B 59 6 of 9 7.4 $ Internet Content & Information – — — Communication Services 16.50 $ -17.8 % -7.7 % -23.2 % −32.8 % +32.7 % — — — — 0.49 16.1 11.0 5.8 2.5 11.0 1.53 9.5 30.2 % 85.9 % 52.8 % 18.2 % 7.9 % 0.00 81.5 % +12.4 % 8 3.1 % 12.6 % — 82.2 % 7.5 % 4.6 (23)
TAL TAL Education Group — — 43 % — B 68 7 of 9 5.6 $ Education & Training Services – — — Consumer Defensive 9.90 $ +11.5 % +0.2 % -23.6 % −5.8 % +62.6 % — — — — 0.08 6.2 8.0 1.8 1.4 10.8 2.34 7.8 18.1 % 56.0 % 28.4 % 23.7 % 4.0 % 0.03 63.6 % +34.2 % 7 0.0 % 0.0 % 3.0 58.8 % 9.9 % 4.5 (19)
ATAT Atour Lifestyle Holdings Limited — — 40 % — B 71 7 of 9 4.5 $ Lodging – — — Consumer Cyclical 32.50 $ -13.7 % -13.5 % -12.4 % −20.7 % +51.7 % — — — — 0.67 17.5 20.0 2.8 8.5 13.6 — 8.8 23.6 % 43.8 % 16.8 % 52.9 % 20.9 % 0.13 39.2 % +35.1 % 8 1.7 % 11.7 % — 83.7 % 2.6 % 4.8 (21)
HAFN Hafnia Limited — — 36 % — B 61 5 of 9 5.5 $ Marine Shipping – — — Industrials 10.90 $ +37.3 % +12.3 % +98.4 % −22.6 % +5.5 % — — — — -0.19 12.1 7.9 2.3 2.2 12.4 — 7.0 22.3 % 31.9 % 24.7 % 18.9 % 9.7 % 0.45 61.1 % -18.1 % 5 10.3 % 103.9 % 2.8 35.7 % 5.4 % 4.5 (2)
AB AllianceBernstein Holding L.P. — — 22 % — C 52 6 of 9 3.3 $ Asset Management – — — Financial Services 35.10 $ -3.8 % -6.8 % -3.5 % −13.5 % +5.0 % — — — — 0.77 10.5 9.2 9.5 2.6 10.4 0.63 0.0 100.0 % 100.0 % 390.7 % 19.4 % -3.9 % 0.00 99.8 % -28.0 % 6 9.8 % 100.0 % — 13.5 % 1.4 % 3.3 (7)
TWFG TWFG, Inc. — — 46 % — B 68 8 of 9 1.5 $ Insurance Brokers – — — Financial Services 27.00 $ -4.6 % +14.6 % +10.6 % −6.7 % +13.2 % — — — — 0.28 45.7 22.1 5.1 7.7 32.4 — 3.4 20.1 % 85.9 % 3.0 % 19.3 % 9.6 % 0.06 22.4 % +20.8 % 7 0.0 % 0.0 % 17.7 81.1 % 11.5 % 4.1 (8)
DMLP Dorchester Minerals LP — — 23 % — A 77 4 of 9 1.5 $ Oil & Gas E&P – — — Energy 29.80 $ +21.6 % +9.1 % +34.1 % −5.6 % — — — — — 0.61 17.0 20.8 7.6 4.7 9.4 0.83 8.7 55.1 % 92.9 % 45.3 % 28.0 % 17.1 % 0.00 100.2 % -5.4 % 6 10.7 % 2.2 % — 26.3 % 1.0 % —
ITRN Ituran Location and Control Ltd — — 30 % — B 64 6 of 9 1.0 $ Scientific & Technical Instruments – — — Technology 52.50 $ +22.4 % +11.5 % +44.7 % −20.7 % +41.9 % — — — — 0.80 17.3 20.5 2.8 4.9 13.9 3.41 9.0 21.5 % 50.0 % 16.3 % 30.3 % 13.9 % 0.02 56.3 % +6.8 % 7 3.8 % 120.0 % 6.8 63.4 % 2.0 % 4.5 (2)
ESEA Euroseas Ltd — — 42 % — B 56 8 of 9 0.5 $ Marine Shipping – — — Industrials 67.30 $ +31.9 % +34.6 % +20.6 % −9.3 % +36.3 % — — — — 0.77 3.7 3.9 2.1 1.0 4.4 6.02 2.8 61.2 % 77.8 % 60.0 % 30.6 % 11.8 % 0.47 66.2 % +7.0 % 7 4.8 % 22.0 % 2.9 11.4 % 1.3 % 4.8 (4)
FHI Federated Investors Inc B — — 24 % — B 65 8 of 9 4.4 $ Asset Management – — — Financial Services 58.50 $ +21.0 % +18.1 % +26.9 % −3.0 % +0.6 % — — — — 0.64 10.9 9.7 2.2 3.5 11.5 1.37 7.1 27.7 % 69.0 % 21.3 % 31.1 % 14.8 % 0.31 52.3 % +11.0 % 5 2.5 % 26.0 % 5.7 91.8 % 6.0 % 3.1 (8)
MMTMF Monument Mining Limited — — 62 % — A 91 7 of 9 0.2 $ Gold Neutral — Basic Materials 0.5025 $ -25.9 % -20.7 % -27.0 % −40.5 % — — — — — 1.43 2.4 0.0 1.0 0.9 2.2 — 1.3 60.0 % 66.2 % 41.5 % 43.0 % 25.8 % 0.00 86.8 % +96.5 % 10 0.0 % 6.4 % — 1.5 % — —
ASML ASML Holding N.V. New York Registry Shares — — 47 % — B 74 8 of 9 582.5 $ Semiconductor Equipment & Materials – — — Technology 1,565.90 $ +74.5 % +41.8 % +57.4 % −6.1 % +36.8 % — — — — 1.30 52.8 26.2 14.8 22.5 52.2 0.90 34.6 37.1 % 54.3 % 34.1 % 53.9 % 18.3 % 0.14 38.8 % +15.6 % 9 0.6 % 24.4 % — 20.4 % 0.3 % 4.6 (41)
ASM Avino Silver & Gold Mines Ltd — — 82 % — A 80 6 of 9 0.7 $ Other Precious Metals & Mining Neutral — Basic Materials 4.30 $ -12.1 % -22.1 % -9.2 % −51.4 % +128.5 % — — — — 3.01 16.5 16.4 6.3 2.9 42.0 — 11.5 34.0 % 56.2 % 38.2 % 21.1 % 12.6 % 0.01 81.3 % +31.0 % 7 0.0 % 0.0 % 11.4 32.7 % 5.4 % 4.5 (4)

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The screenable Buffett criteria from Mary Buffett's "Buffettology": consistently high return on equity (ROE ≥ 15%), very low leverage (debt-to-equity ≤ 0.5), solid operating margin (EBIT margin ≥ 10%), earnings per share positive in each of the last six quarters and, in each of the two most recent quarters, higher than in the same quarter a year earlier (predictable, rising earnings — quarter is compared with the …

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