Barrons 02 28 2022

INVESTING IN CRYPTO AFTER THE CRISIS • PAGE S1
VOL. CII NO. 9 FEBRUARY 28, 2022 $5.00

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THE UKRAINE SHOCK

Global economy braces for upheaval PAGE 16
6 quality companies that focus on U.S. customers PAGE 18
The conflict could strengthen Brazil and other emerging markets PAGE 20
What’s next for battered tech stocks PAGE 29
>
Russian invasion rattles markets but benefits oil producers PAGE 31
63142
C O N T ENTS 02.28.22 VOL.CII NO.9
P. 18 P. 16 P. 28
Six Stocks to Scoop Income: Lots to Like

Up on the Dip The Russia Wild Card About Energy Stocks
The recent market turmoil has Cover Story: Investors should expect an extended stretch of geopolitical turmoil—which By CARLETON ENGLISH
created bargains in quality names could spur worse inflation or even stagflation. But an even greater threat is if China uses this
such as Deere, American Water as an opportunity to move on Taiwan. By LISA BEILFUSS P. 29
Works, and Constellation Brands.
By AL ROOT
Tech Trader: The Risks
Aren’t What You Think
P. 19 By ERIC J. SAVITZ
Sage Advice From P. 31

Financial Advisors
From what to do with your bonds
The Trader: Buying
to the best ways to invest in gold, Opportunities in Oil
here are moves to make now. U.S. shale stocks are getting
By LAUREN FOSTER AND renewed attention from investors.
ANDREW WELSCH By AVI SALZMAN
P. 20 P. 34
A Stronger Case for European Trader:

Emerging Markets Barco’s Bright Future
Why countries such as Indonesia, By RUPERT STEINER

Brazil, and India could offer refuge
from the Russian storm. P. 34
By RESHMA KAPADIA
Emerging Markets: The
P. 7 Cost for Russian Gas
Up & Down Wall Street: By CRAIG MELLOW
Prepare for More Pain P. 35

Putin’s invasion of Ukraine will
hurt Wall Street and Main Street
Striking Price: Cashing
alike—and there isn’t much the In on Rising Anxiety
Federal Reserve can do about it. A residential block hit by an early-morning missile strike on Feb. 25, 2022, in Kyiv, Ukraine. By STEVEN M. SEARS
By RANDALL W. FORSYTH
P. 38
P. 11
Cover photograph by
P. 25 GUIDE TO WEALTH:
Commodities: What to
Streetwise: Is Now the Maksim Levin/Reuters
CRYPTO EDITION Expect From OPEC+
Time to Buy or Sell? Service members of the
Ukrainian armed forces
SPACs Are Scrambling Our special pullout focuses on the By MYRA P. SAEFONG
History suggests that investors stand next to a tripod-
mounted missile system
to Find Mergers burgeoning crypto economy—a
outside Kharkiv, Ukraine,
should stick with stocks, and Feb. 24, 2022.
There’s a short-term opportunity world of virtual art, currencies, Index P. 4 Charting the Market P. 37
perhaps add to them. Here are in blank-check companies trading workspaces, and more. Here’s how Review & Preview P. 12 Winners and Losers P. 39
seven that look like bargains. below $10 whose deadline for to invest while staying grounded in Mailbag P. 67 Market View P. 40
Inside Scoop P. 36 Statistics P. 41
By JACK HOUGH finding a mate is fast approaching. reality. Plus, an interview with
By LUISA BELTRAN SEC Commissioner Hester Peirce,
P. 14 known for her vocal support of the Barron’s Roundtable
Credit: Chris McGrath/Getty Images

P. 26 cryptocurrency industry.
Goodyear Tire Rolls © 2022 Dow Jones & Company,
Inc. All Rights Reserved. on Fox Business
Toward Better Times Our newspapers are 100% sourced
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Sizing Up Small-Caps: The tire
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Inflation and Rate Hikes P. 66 Saturdays or Sundays at 10 a.m.
maker is poised to be a winner in American Funds Strategic Bond or 11:30 a.m. ET. This week, see
Other Voices: So You
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the transition to electric vehicles. Headquarters: 1211 Avenue of is cautious on the fixed-income more on the investing implications
Shares could rise 50% from here.
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Chicopee, MA and other mailing
landscape. Lately, it likes Treasury Want to Own Crypto of Russia’s invasion of Ukraine,
By ANDREW BARY offices. Postmaster: Send inflation-protected securities. By NANNETTE HECHLER- including an interview with
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February 28, 2022 BARRON’S 3
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XLE ENERGY SECTOR SPDR ETF TOP 10 HOLDINGS*

Company Name Symbol Weight
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Chevron CVX 20.12%
EOG Resources EOG 5.18%
Schlumberger SLB 4.82%
ConocoPhillips COP 4.66%
Pioneer Natural Resources PXD 4.37%
Marathon Petroleum MPC 3.88%
Phillips 66 PSX 3.27%
*Components and weightings as
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daily updates. Holdings subject
Kinder Morgan KMI 2.98%
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An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF or
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The S&P 500, SPDRs®, and Select Sector SPDRs® are registered trademarks of Standard & Poor’s Financial Services LLC. and have been licensed for use. The stocks included in each Select Sector Index were selected by the compilation agent. Their composition and
weighting can be expected to differ to that in any similar indexes that are published by S&P. The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S. stock market. The index is heavily weighted toward
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ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
4 BARRON’S February 28, 2022
I N D EX
Our index lists significant companies mentioned in stories and columns, For Customer Service, call 1 (800) 544-0422, or go to
plus Research Reports, and Corrections & Amplifications. The references customercenter.barrons.com. For reprints of articles,
are to the first page of the item in which the company is mentioned. call 1 (800) 843-0008, or go to djreprints.com.
Michelin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
A Adidas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S4,S7 Itau Unibanco Holding . . . . . . . . . . . . . . . . . . . . . 23 M Macy's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,36 Micron Technology . . . . . . . . . . . . . . . . . . . . . . . . 29
Airbus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Marathon Oil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Moderna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Alibaba Group Holding . . . . . . . . . . . . . . . . . . 12,22 Marvell Technology . . . . . . . . . . . . . . . . . . . . . . . . 13 Monday.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
American Water Works . . . . . . . . . . . . . . . . . . . . 18 Mastercard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S3,S8
Anheuser-Busch InBev . . . . . . . . . . . . . . . . . . . . S7 K Kroger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 McDonald's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 N Newell Brands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
APA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Mechel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Nike . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S4,S7
Apollo Global Management . . . . . . . . . . . . . . . . . 12 L Longi Green Energy Technology . . . . . . . . . . . 22 Meituan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,22 Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S5
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Lowe's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,32
AutoZone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Lucid Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,25 Meta Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . . . S5 O Okta . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
OMV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
B Bank Central Asia . . . . . . . . . . . . . . . . . . . . . . . . . 23 Oneok . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Bank of Nova Scotia . . . . . . . . . . . . . . . . . . . . . . . 13
Bank Rakyat Indonesia . . . . . . . . . . . . . . . . . . . . 22 Opendoor Technologies . . . . . . . . . . . . . . . . . . . . 37
Barco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Overstock.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Best Buy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Beyond Meat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 P PayPal Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . S3
Block . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,S3 Pershing Square Tontine Holdings . . . . . . . . . 25
BP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Petroleo Brasileiro . . . . . . . . . . . . . . . . . . . . . . . . . 23
Bridgestone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Rupert Murdoch Executive Chairman, News Corp Pfizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Broadcom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones Pioneer Natural Resources . . . . . . . . . . . . . . 28,32
Burberry Group . . . . . . . . . . . . . . . . . . . . . . . . . . . S7
SENIOR VICE PRESIDENT, BARRON’S GROUP Mae M. Cheng
Q Qorvo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
C CarMax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 ASSOCIATE PUBLISHER, BARRON’S GROUP Dan Shar Qualtrics International . . . . . . . . . . . . . . . . . . . . . 36
Carvana . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 MANAGING EDITORS, BARRON’S GROUP Jeremy Olshan, Dave Pettit
CFM International . . . . . . . . . . . . . . . . . . . . . . . . . 13 R ReNew Energy Global . . . . . . . . . . . . . . . . . . . . . 36
Change Healthcare . . . . . . . . . . . . . . . . . . . . . . . . 12 Republic Services . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Charter Communications . . . . . . . . . . . . . . . . . . . 27 EDITOR IN CHIEF David Cho Ross Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Cheniere Energy . . . . . . . . . . . . . . . . . . . . . . . 34,37
EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,34 S Safran . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
China Resources Gas Group . . . . . . . . . . . . . . . 22 DEPUTY EDITOR Alex Eule
Ben Levisohn
DEPUTY EDITOR Saigon Beer Alcohol Beverage . . . . . . . . . . . . . 22
Chiyoda . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 EDITORIAL DIRECTOR, INVESTING & ASSET MANAGEMENT Beverly Goodman Salesforce.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Citigroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt
Samsung Electronics . . . . . . . . . . . . . . . . . . . . . . . 22
Coinbase Global . . . . . . . . . . . . . . . . . . . . . . . . S4,S8 Sanofi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Constellation Brands . . . . . . . . . . . . . . . . . . . . . . . 18 MANAGING EDITOR, DIGITAL Matt Bemer MANAGING EDITOR, FEATURES Jeffrey Cane SBA Communications . . . . . . . . . . . . . . . . . . . . . . 13
Cooper Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 MANAGING EDITOR, ENTERPRISE Brian Hershberg MANAGING EDITOR, NEWS Joe Woelfel Schlumberger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Costco Wholesale . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Seagate Technology Holdings . . . . . . . . . . . . . . 36
Coterra Energy. . . . . . . . . . . . . . . . . . . . . . . . . . . .32 ASSISTANT MANAGING EDITORS Henry Cutter, Mel Gray, Anita Hamilton, Mary Romano, Robert Sabat Shell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
CrowdStrike Holdings . . . . . . . . . . . . . . . . . . . . . 29 ASSOCIATE EDITORS Andrew Bary, Daren Fonda, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz
Snowflake . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Custom Truck One Source . . . . . . . . . . . . . . . . . 36 Social Capital Hedosophia Holdings . . . . . . . . 25
SENIOR WRITERS Bill Alpert, Lisa Beilfuss, Lauren Foster, Al Root, Avi Salzman, SoFi Technologies . . . . . . . . . . . . . . . . . . . . . . . . . 12
D Deere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Alexandra Scaggs, Lawrence C. Strauss Southern . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Devon Energy . . . . . . . . . . . . . . . . . . . . . . . . . . 28,32 SPDR Gold Shares . . . . . . . . . . . . . . . . . . . . . . . . 19
Dollar Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 REPORTERS Luisa Beltran, Megan Cassella, Jack Denton, Carleton English, Sabrina Escobar, Splunk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Nicholas Jasinski, Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis, Teresa Rivas, Lina Saigol, Stanley Black & Decker . . . . . . . . . . . . . . . . . . . 11
E EBay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Connor Smith, Jacob Sonenshine, Karishma Vanjani
EOG Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 T Taiwan Semiconductor Manufacturing . . . 22,29
Etsy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,37 STORY EDITORS Camilla Imperiali, Ed Lin, Erin McCarthy, Stacy Ozol, Rupert Steiner (London bureau chief) Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Evoqua Water Technologies . . . . . . . . . . . . . . . . 18 COPY DESK Michael J. Burlingham, Richard Rescigno, Robert Teitelman TechnipFMC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,31 Tegna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
IDEAS EDITOR Matt Peterson Tencent Holdings . . . . . . . . . . . . . . . . . . . . . . . 12,22
F Farfetch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S4
DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary
FedEx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 TJX Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Five Below . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Clare McKeen, Malak Saleh Toronto-Dominion Bank . . . . . . . . . . . . . . . . . . . . 13
Flowserve . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Trex . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Foot Locker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Kristin Lenz
DIRECTOR, DESIGN & VISUALS
ART DIRECTORS Robert Connolly, Nick Hallam, Sue Ng U Uniper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
G GameStop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S8 DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Halie Chavez, Nicole Silver UnitedHealth Group . . . . . . . . . . . . . . . . . . . . . . . 12
Gazprom Neft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
General Electric . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 RESEARCH DIRECTOR Pauline Yuelys RESEARCHER Dan Lam V Veeva Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
GlaxoSmithKline . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima Verizon Communications . . . . . . . . . . . . . . . . . . . 13
Goodyear Tire & Rubber . . . . . . . . . . . . . . . . . . 14 V.F. Corp. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Grab Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 MANAGER, ADVERTISING SERVICES James H. Balmer ASSOCIATE MANAGER Ward S. McGuiness Visa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S3
NEWS editors@barrons.com STATISTICS barronsstats@barrons.com CUSTOMER SERVICE 800-544-0422
H HDFC Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 W Woodside Petroleum . . . . . . . . . . . . . . . . . . . . . . . 34
Hewlett Packard Enterprise . . . . . . . . . . . . . . . 13 GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Jack Otter Workday . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
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iShares Gold Trust . . . . . . . . . . . . . . . . . . . . . . . . . 19 Zscaler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
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An investment in the Fund involves risk, including loss of principal.
Investments in securities of MLPs involve risks that differ from an investment in common stock. MLPs are controlled by their general partners, which generally have confl icts of interest and limited fi duciary duties to the MLP, which may permit the general partner to
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UP & DOWN WALL STREET

In the first Gulf War, stocks fell 20% to 25%, but
stabilized when the Fed cut rates and recovered
after the quick victory in Operation Desert Storm.
Putin’s Other Victims

than what he said. Conspicuously dents were assembled by analysts,
absent among the sanctions that he showing that the beginning of hostil-
announced were curbs on Russia’s ities provides buying opportunities
biggest exports, oil and gas. Instead, for gains a year later. But most also
Include Investors
the sanctions are focused on its big didn’t take into account other, more
banks, freezing Russian assets in the mundane factors, notably the impact
U.S., and curbing exports of military of monetary policy.
items and sensitive technology for Perhaps the best comparison to last
And Consumers
Russian defense. He also didn’t cut week’s move by Vlad the Invader might
off Russia from the Swift system for be the first Gulf War, after Iraq invaded
messaging, a crucial part of global Kuwait in 1990, according to John Hig-
financial networks. These measures gins, writing in Capital Economics’
followed previously announced curbs daily missive. Major stock indexes
on Russian debt and equity transac- dropped 20% to 25% but stabilized
O
tions aimed at limiting Moscow’s when the Federal Reserve cut interest
ne of the lofty day, the Nasdaq 100 index of the ex- ability to raise money on interna- rates; shares recovered after the quick
goals of the change’s biggest nonfinancial stocks, tional markets. victory in Operation Desert Storm.
Biden adminis- notably the megacap tech names The equity market’s Thursday The situation now is markedly
tration has been tracked by the popular Invesco QQQ turnaround, which transformed a different, however. Faced with four-
to reduce eco- Trust exchange-traded fund (ticker: 3.3% opening loss in the Nasdaq 100 decade-high inflation, the central bank
nomic inequal- QQQ), also entered a bear market, into a 3.4% gain by the close, was is all but certain to commence normal-
ity. By one with a 20% decline from its highs. accompanied by similarly dramatic ization of its ultraeasy policy with a
criterion, it seems to be succeeding. At the same time, prices of Brent rebounds in the other major indexes. liftoff in its federal-funds target from
“Markets are down, and gas prices crude oil, the global benchmark, That also followed sizable reversals the current 0%-to-0.25% range.
are up,” a reporter said to President By Randall W. topped $100 a barrel, a level briefly in the surge in oil, with U.S. crude
U
Joe Biden at his briefing on Thursday Forsyth hit by its U.S. counterpart, West settling back at $93, for a rise of less ntil this past week, the ques-
announcing further sanctions against Texas Intermediate. In other words, than a buck a barrel. So, score one tion had been whether the
Russia for its invasion of Ukraine. pain was relatively equally distrib- each for Wall and Main Streets. increase would be one-
“I know you always stress the differ- uted on Main Street and Wall Street. The dramatic recovery in stocks quarter or one-half percent-
ence between Wall Street and Main The reversals picked up steam on Thursday seemed to bear out the age point. The probability of a bigger
Street, but everybody seems to be after Biden’s news conference. But advice of those citing the cliché to boost has faded markedly, with the
in for some economic pain. How the U.S. stock market’s turnaround “buy at the sound of cannons.” federal-funds futures market putting
economically painful is it going to get owed more to what Biden didn’t say Any number of historical prece- a 79% probability on a quarter-point
for people in this country?” move as of late Thursday, a reversal
In his prepared remarks, the presi- from early February, when the
dent said he would do “everything in chances of a half-point hike peaked
my power to limit the pain the Ameri- above 80%.
can people are feeling at the gas Various Fed speakers were non-
pump. This is critical to me.” committal this past week about the
As for the financial markets, Russian invasion of Ukraine’s poten-
which were in free fall globally ear- tial effect at the much-anticipated
lier in the day, Biden said that when March 15-16 meeting of the Federal
a nuclear power attacks and invades Open Market Committee. “I just
another country, the world must think time will tell,” Richmond Fed
respond and, in turn, markets will, President Thomas Barkin was quoted
too. But, he added, “the notion that by Bloomberg as saying.
this is going to last for a long time The surge in energy prices, which
is highly unlikely, as long as we con- was well under way before the hostil-
tinue to stay resolved in imposing the ities began, makes for a conundrum
Damian Dovarganes/AP/Shutterstock
sanctions we’re going to impose on for the Fed. Higher costs at the gaso-
Russia, period.” line pump are a component of infla-
Even before Biden spoke on tion, which the central bank and all
Thursday afternoon, U.S. stocks had of Washington agree is the economy’s
begun to dig themselves out of the top problem (after getting an earful
hole into which global markets had about soaring prices from their con-
plunged beginning in the wee hours stituents on Main Street). But higher
after Russia began its long-predicted energy costs also act as a tax on con-
invasion of Ukraine. Earlier in the Biden said he wo do “everything in my power to limit the pain the American people are feeling at the gas pump.” sumers, who have less to spend after
Up & Down Wall Street (continued)
filling their vehicles’ tanks. implies that fed funds will end at a “termi-
Time for a
And petro prices could rise further, al- nal rate” of 2.5%, he concludes.
though J.P. Morgan’s economics team, led If the Fed needs to raise its target by a
by Bruce Kasman, tempered its bullish call smaller amount in coming months, it may
for Brent crude, now saying it will top out be because financial conditions in the
at $110 a barrel. The group previously had markets have tightened. In addition to the
forecast $150 crude, which it estimated drop in stock prices, the spread between
New Income would slam the world economy by severely

slashing growth and boosting inflation.
Helping to limit the rise were the “mea-
sured” sanctions announced by Washing-
high-yield and Treasury bonds has wid-
ened while the dollar has firmed over
geopolitical tensions, especially in recent
sessions. But overall conditions remain
ton. These spared energy supplies, while easy, according to various measures, such
Strategy? continuing Russia’s access to global pay-

ment and settlement systems. In addition,
the possible release of oil from strategic re-
serves and a potential reinstatement of the
Iran nuclear agreement could further add to
as the Chicago Fed’s National Financial
Conditions Index. By December, it’s virtu-
ally even money between fed-funds tar-
gets of 1.50% to 1.75% or 1.75% to 2%,
according to the futures market betting.
crude supplies, the J.P. Morgan report says. The odds had tilted toward the higher
After the initial effect of lifting inflation range earlier in February.
readings, a 10% uptick in energy costs takes Yet the final message of the markets
away 0.2% from consumers’ discretionary this past week might not be the inflation
Nasdaq 100 spending, according to Jefferies economists implied by rising costs for energy and
Aneta Markowska and Thomas Simons. other commodities, or the deflationary
Covered Call ETF Consumers could try to get pay raises from signals of the selloff in risky assets such
their employers or dip into savings to main- as stocks. Rather, the signs of the worst
QYLD tain their spending, they write in a research of both worlds—stagflation—are visible
note. Without those offsets, however, en- in the market for Treasury inflation-
ergy price hikes can be disinflationary, as protected securities, or TIPS.
has been the case in the past 20 years. The real, inflation-adjusted yield on five-
That has afforded the Fed the ability to year TIPS dropped sharply, to negative
look past oil price surges. Since the 1970s, 1.26% on Thursday, from negative 1.04%
the central bank hasn’t reacted to rises in earlier in the week, which would be associ-
gasoline prices, writes TS Lombard’s chief ated with slower economic growth ahead.
U.S. economist, Steve Blitz. Moreover, gaso- But the break-even inflation rate (the dif-
line and other energy costs now take a ference between the five-year Treasury
1 (888) 493-8631 smaller share of consumers’ spending than note and the similar maturity) rose from
GLOBALXETFS.COM they did in 2002—3.3% versus 5.3%—he 2.89% to 3.13%. That implies higher future
adds in a client note. inflation, and the number is more in line
with various surveys, such as the New
W
hat will matter more to the York Fed’s consumer polling, which found
Fed is the stock market, Blitz a 3.5% expectation for the next three years.
® continues. Its dip in reaction That stagflationary outcome isn’t too
Beyond Ordinary Income to prospective Fed tightening surprising, given sticky high oil prices,
and Russia’s attack probably means a about which the Fed can do little, and
QYLD writes covered call index options on the Nasdaq 100® Index. By quarter-point rate hike at next month’s supply shortages, plus the downshift in
selling covered call options, the fund limits its opportunity to profit from an FOMC meeting, rather than a half-point. growth to an estimated 1.3% for the first
increase in the price of the underlying index above the exercise price, but Stock market corrections of more than quarter in the Atlanta Fed’s Feb. 17 GDP-
continues to bear the risk of a decline in the index. A liquid market may not 10% in recent history have meant that the Now estimate. That’s down from the 7%
exist for options held by the fund. While the fund receives premiums for Fed will stop raising rates or reverse course. unrevised fourth-quarter growth, 4.9 per-
writing the call options, the price it realizes from the exercise of an option Blitz cites the pause after an initial increase centage points of which reflected inventory
could be substantially below the indices current market price. in early 2016 and the end of tightening at accumulation, according to Joshua Sharp-
the end of 2018, when the S&P 500 stopped iro, chief U.S. economist at MFR.
Carefully consider the Fund’s investment objectives, risk just short of a 20% bear-market drop. The future course of Fed policy had
factors, charges and expenses before investing. This and That said, Blitz argues that the Fed is been the main thing on which Wall Street
additional information can be found in the Fund’s full or still far behind in raising rates to where was focused. That was until Russia’s at-
summary prospectus, which are available at globalxetfs.com. they should be, given current and predicted tack on Ukraine. Main Street may be less
Read the prospectus carefully before investing. future economic activity. He sees a transi- focused on geopolitics, but it could fur-
Shares of ETFs are bought and sold at market price (not NAV) and tion from the Covid boom to an above- ther ratchet up the prices paid at the gas
are not individually redeemed from the Fund. Brokerage commissions trend economic growth pace, with inflation pump and supermarket. So, the pain may
will reduce returns. Distributed by SEI Investments Distribution Co. settling in at 2.5% to 3%. That will be close be more equally distributed this time. B
enough to its 2% fed-funds target for the
central bank to declare victory. This email: randall.forsyth@barrons.com
How companies manage their supply chains will have a

sweeping impact on the global economy and business.

Shifts in manufacturing, labor and technology will alter
patterns of economic growth and inflation pressures.
Monday, March 14 | 12PM ET

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dynamics and identify investment opportunities and
risks, in conversation with economists, investors, and
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10
BARRON’S
February 28, 2022
ST R E E T W I S E
If war drags on and oil prices spike, it could even
trigger a recession. Ed Yardeni says: “I think we
are in the hands, right now, of Vladimir Putin.”
Fog of War Clouds

sions that bode well now. The fallout side this year, as the pandemic lifts.
for markets tends to be short-lived. It Detrick likes industrials, finan-
took U.S. stocks 31 days to get back to cials, and materials companies, and
even following the September 2001 although he has a neutral weighting
The Outlook. Stocks

terrorist attacks, and 65 days after on technology, he says the sector has
the 1968 Tet Offensive, a major esca- fallen far enough to hold some bar-
lation during the Vietnam War. The gains.
longest setbacks for stocks on De-
Can Still Be a Haven. I

trick’s list were 189 days following recently scanned through compa-
Iraq’s invasion of Kuwait in 1990, and nies of all sizes in the S&P 1500
307 days after the 1941 attack on index for ones that are 30% to
Pearl Harbor. 50% off their highs, and have
For returns following geopolitical come down from elevated price/earn-
shocks, there has been a clear divide ings ratios to ordinary ones, or from
I
between those that triggered reces- ordinary ones to depressed ones.
asked two market strategists Reserve Bank of Atlanta pegs growth sions, which led the S&P 500 an aver- The list included Stanley Black &
whether U.S. investors should at just 0.6% annualized. Goldman age of more than 11% lower over the Decker (ticker: SWK), the tool maker,
buy stocks here despite the Sachs last month slashed its first- following year, and those that didn’t, now selling for less than 13 times
pall of war in Ukraine. One quarter forecast to 0.5% from 2%. which gave way to average gains of earnings, versus 18 times a year ago.
says definitely, and the other Yardeni says that it’s too late for 11%. Looking strictly at market correc- Apparel maker V.F. Corp. (VFC),
says to hold off. Both are con- investors to panic and sell stocks, and tions since 1980 of 10% to 15%, the whose brands include Vans, the North
vincing. This is why I recom- that long-term holders can find good same range as the recent one, returns Face, and Dickies, recently changed
mend using an odd number of invest- deals now. But he is watching for fur- from the low point have averaged 22% hands at 16 times earnings, down from
ment advisors. ther growth deterioration, from oil, during the following year. Of course, 28 times.
If there’s a cheerful sign now, it’s By Jack Hough interest rate increases—or both. “This the difficulty is telling when the low FedEx (FDX) has been abandoned
that investors are gloomy, says Ed geopolitical crisis will at some point point has been reached. by investors amid Amazon.com’s rise
Yardeni, president of Yardeni Re- pass, but it’s not necessarily a short- There’s a reason economics is listed in shipping, but it’s still growing, and
search, which sells market analysis to term buying opportunity,” he says. as a social science in college course generating $3 billion to $4 billion a
money managers. A measure called Decidedly more bullish is Ryan books. It’s to distinguish it from actual year in free cash against a stock mar-
the Investors Intelligence bulls and Detrick, chief market strategist at LPL science—like physics, where outcomes ket value of $57 billion. Qorvo
bears ratio fell this past week, to 1.04, Financial, a large broker-dealer serv- are often knowable. (QRVO), a maker of smartphone
from 1.32 two weeks prior. That means ing nearly 20,000 financial advisors. In economics, scientific methods chips, has taken a beating after its past
there are roughly as many bears as “It’s kind of got the markings of a lead at best to informed guesses about two earnings reports, and now goes
bulls, which is unusual, and which potential washout,” he said of the future human behavior. The sample for less than 11 times earnings, down
Yardeni has found to signal a good trading this past Thursday. The Nas- size of past results is always too small, from 16 times a year ago.
buying opportunity. daq Composite on that day briefly fell because the number of times condi- But investors might prefer to pay
The problem is that if war drags on more than 3% before closing more tions have precisely matched now is up instead for Qualcomm (QCOM), at
and oil prices spike, it could add to than 3% higher—something it hadn’t always zero. In other words, past per- 14 times earnings, which is down less
inflation, force the Federal Reserve to done since 2008. formance is not a guarantee of future from its high and seems to be gaining
stick to plans to aggressively raise Detrick has made a study of U.S. results, as mutual funds must say. market share.
interest rates, and perhaps even trig- stock declines and rebounds follow- But the record at least suggests that Then there are impressive compa-
ger a recession. ing invasions, assassinations, embar- investors should stick with stocks, nies that have gotten cheaper, but still
“I think we are in the hands, right goes, terrorist attacks, and other and perhaps add to them. Detrick cost plenty.
now, of Vladimir Putin,” Yardeni says. mayhem, and drawn some conclu- expects growth to surprise to the up- Trex (TREX) is down from 50
Putin-hands sounds bearish, and times earnings to 34 times. It turns
maybe a little moleish, but recession is scrap wood and plastic into weather-
by no means assured. Texas crude oil resistant boards for decks.
did shoot above $100 a barrel on BARRONS.COM/PODCASTS Five Below (FIVE), meanwhile, is
Thursday after the start of the inva- at 28 times earnings, down from 49. It
sion, but it ended the day at $93.
Economists for now predict a sharp
slowdown in economic growth, but
Barron’s Streetwise sells cheap, but lucrative, trinkets for
tweens. Both companies are seen
growing earnings at rates near 20%
not a contraction. In a weekly podcast by Barron’s, columnist Jack Hough looks for years.
Last year, gross domestic product at the companies, people, and trends you should be watching. Fortunately, better stock pickers
surged 6.9%, the fastest since 1984, This is Wall Street like you’ve never heard before. Subscribe than me have ideas elsewhere in this
helped by inventory rebuilding. to Barron’s Streetwise on Spotify, Apple Podcasts, magazine. See pages 14 and 18. B
For the current quarter, the GDP- or your favorite listening app.
Now predictor tracked by the Federal email: jack.hough@barrons.com
R E VIEW 34,058.75
Dow Industrials: -20.43
532.18
Dow Global Index: -3.53
1.98
10-year Treasury Note: +0.05
Under a Cloud HE SAID:

Markets opened on Tuesday after
Presidents Day to an escalating “The sanctions we
Ukraine crisis. Gold and oil rallied;
Bitcoin and stocks fell, with the S&P
imposed exceed
500 slipping into correction territory. anything that’s ever
Stocks bounced on hope that Russia
wouldn’t attack, then plunged when been done....They are
hopes collapsed. Indexes rallied on
Thursday and Friday after a second
profound sanctions.”
round of sanctions; the dollar firmed, President Joe Biden announcing a second
and oil fell under $100. On the week, round of sanctions after Russia launched
a full invasion of Ukraine
the Dow industrials edged down
0.06%, to 34,058.75; the S&P 500 rose
0.82%, to 4384.65; and the Nasdaq
Composite was up 1.08%, to 13694.62.
The Invasion Begins

SANOFI AND GLAXO’S BOOSTER Russia moved on Ukraine, sending
“peacekeepers” into separatist regions
Postpandemic THE NUMBERS

of eastern Ukraine, which the Russian
Duma decided were independent na-
tions. In a speech, President Putin
Vaccine War? 50%

claimed Ukraine wasn’t a sovereign
nation, but a creation of Russia. The
U.S., United Kingdom, and continental
Record fall in Russia’s bench- Europe responded with sanctions,
mark stock index through including shelving the Nord Stream 2 bonds and stock plummeted.
As new Covid-19 cases fall, the postpandemic vaccine Thursday from October high gas pipeline and targeting two Rus-
market grows more interesting. On Wednesday, Glaxo- sian banks, Russian sovereign debt, A Supreme Nomination
32.6%
SmithKline and Sanofi, two of the world’s largest vac- and elites. A full-scale invasion began, President Biden nominated Ketanji
cine makers, said they would submit a Covid vaccine for with Putin threatening “denazifica- Brown Jackson, a federal appeals judge,
U.S. and European regulatory approval. In spring of tion,” triggering more sanctions on to be the first Black woman on the
2020, many expected the pair’s vaccine to be first out the Thursday’s yield on a Ukrainian banks, tech exports, and the ability to Supreme Court.
door. But early results disappointed. They’re now aiming dollar bond maturing in Septem- do business globally. Russian troops
their vaccine largely at the booster market, noting that ber 2027, up from 16.03% on neared Kyiv. Annals of Deal Making
recipients of different primary vaccines saw neutralizing Wednesday Standard General, in partnership with
antibody levels rise 18- to 30-fold when boosted with Retail Reports Apollo Global, said that it is buying TV
their vaccine.
Approval could disrupt the plans of Moderna and
Pfizer, which see a long, lucrative future for their boost-
ers. Sanofi CEO Paul Hudson has argued that the post-
$86 B
The amount of stock bought
It was retail’s week in the earnings
spotlight. Macy’s beat expectations,
helped by online sales. Home Depot
and eBay beat on earnings, but their
station owner Tegna for $8.6 billion,
including debt, after a long takeover
struggle. After the deal closes, Apollo
will purchase three Tegna stations for its
pandemic environment will be more challenging for back by the 10 biggest S&P 500 outlooks missed. Lowe’s and Etsy Cox Media unit, and sell a Cox station to
messenger RNA vaccine makers, with protein vaccines repurchasers last quarter, up beat, Block offered an upbeat out- Tegna. Apollo will also hold some pricey
cheaper to make and easier to handle and ship. 30% over 2021’s look, TJX missed, and Beyond Meat Tegna preferred shares, without voting
Illustration by Elias Stein; Alex Wong/Getty Images

“It is feasible that some patients may prefer to opt for whiffed. rights. Regulatory scrutiny looks
a protein-based vaccine as a booster shot if one is avail-
able,” Jefferies analyst Peter Welford wrote. “In the de-
veloping world, where there are still large unvaccinated
populations, the ability to store protein-based vaccines
5.75%
Percentage of U.S. homes valued
Crackdown Returns
In China, tech stocks Alibaba, Ten-
cent, and Meituan shed some $100
likely…The Justice Department has until
Feb. 27 to OK or block the merger of
UnitedHealth Group and IT-services
company Change Healthcare. The
at normal refrigerator temperatures could facilitate dis- over $150,000 with backup gen- billion in value over fears of another linkup is valued at $8 billon, plus $4.6
tribution.” In an email to investors, Jefferies healthcare erators, up 10 times in 20 years crackdown, including on metaverse billion in debt…Carl Icahn nominated
equity strategist Will Sevush was more blunt: “This is projects. Regulators ordered a broad two candidates for the McDonald’s
bad for mRNA. This is bad for PFE.” To get Numbers by Barron’s investigation into Ant Group’s financial board, part of a decadelong effort to per-
Glaxo’s ADRs were down about 1%, to $43, for the daily, sign up wherever ties to the banking system. Separately, suade the fast-food giant to improve its
week, while Sanofi’s was up 1%, to $53. Welford has a Buy you listen to podcasts or at Chinese developer Zhenro Properties treatment of pigs…SoFi Technologies
on Glaxo and Sanofi, with price targets of $52.50 and Barrons.com/podcasts roiled markets by saying that it might said that it is buying software provider
$68.50, respectively. — Josh Nathan-Kazis not be able to meet its obligations. Its Technisys for $1.1 billion.
P R EV IEW Wednesday ADP releases its National Employment Report Sign up for the Review &
for February. Economists forecast a gain of
410,000 jobs in private-sector employment Preview daily newsletter at
after a surprise decrease of 301,000 in January. Barrons.com/reviewpreview
Monday 2/28 Brent crude, the international bench-

mark for oil, briefly surpassed $100 a
HP Inc., Lucid Group, Oneok, SBA barrel for the first time since 2014.
Communications, Workday, and
Zoom Video Communications
report quarterly results. Thursday 3/3
The Institute for Supply Manage- Best Buy, Broadcom, Cooper Cos.,
ment releases the Chicago Purchasing Costco Wholesale, Kroger, Marvell
Managers Index for February. Consen- Technology, and Toronto-Domin-
sus estimate is for a 63 reading, two ion Bank hold conference calls to
points less than the January figure. discuss earnings.
Verizon Communications hosts its

Tuesday 3/1 2022 investor day.
AutoZone, Bank of Nova Scotia, The ISM releases its Services Pur-
Hewlett Packard Enterprise, chasing Managers Index for February.
BUILDING A ZER0-EMISSIONS JET Hormel Foods, Ross Stores, Consensus estimate is for a 61 reading,
Salesforce.com, and Target release about one point higher than January’s.
Flying High
Temperature’s Rising earnings.
Total carbon dioxide produced by
Friday 3/4
aircraft had steadily been rising until Chevron holds its 2022 investor day.
On Hydrogen
the pandemic took off in 2020.
President Joe Biden delivers the Apple holds its annual shareholder
Carbon Dioxide Emissions, State of the Union address. meeting in a virtual format.
Commercial Aviation, 2012 to ’22
1000 million metric tons After The ISM releases its Manufacturing The Labor Department releases the
For years, General Electric’s renewable-power business 800 Purchasing Managers Index for Feb- jobs report for February. The economy
Before
has pioneered the use of hydrogen, rather than natural gas, 600 ruary. Economists forecast a 57.8 read- is expected to have added 385,000
in gas turbines to generate electricity—and to reduce car- ing, roughly even with January’s. The jobs, after an increase of 467,000 in
400
bon emissions. Now GE is adapting hydrogen to another index has had 20 consecutive readings January. The unemployment rate is
200
technology: jet engines. above 50, indicating growth in the seen edging lower to 3.9% from 4%.
On Wednesday, CFM International, a 50/50 joint ven- 0 nation’s manufacturing sector. The large jump in January was a sur-
ture of GE and France’s Safran that develops advanced jet 2012 ’15 ’20*
prise, as estimates had called for a
engines, said it was partnering with European aircraft maker gain of only 155,000.
Airbus to build a hydrogen-fueled aircraft. It isn’t the first.
*2020 data is broken down into two annualized
periods. Emissions before the pandemic were running Wednesday 3/2
In 1988, the Soviet Union developed a hydrogen plane, which at 936 million tons, after at 495 million.
flew some 100 flights before the Soviet Union crashed. Dollar Tree, Okta, Snowflake, Coming Earnings
Consensus Estimate Year ago
It’s a challenging project. As Massimo Varriani, Euro- Carbon Breakdown Splunk, and Veeva Systems report
M
pean system leader for the program, said in a press release, quarterly results.
In the U.S., aircraft play a significant HP (Q1) $1.02 0.92
“What is important is that we demonstrate we can fly with Workday (Q4) 0.71 0.73
role in emissions, though not as
an engine that is burning just hydrogen, we have the stor- Citigroup and Exxon Mobil hold Zoom Video (Q4) 1.13 $1.07
much as cars and trucks.
age capability of hydrogen in the aircraft, and we have a their annual investor days. T
AMC Entertainment (Q4) -0.23 -6.21
system that is capable of distributing the hydrogen fuel into U.S. Transportation
Autozone (Q2) 17.80 14.90
the combustor with the proper characteristics.” Carbon Emissions, 2019 Federal Reserve Chairman Jerome Domino’s Pizza (Q4) 4.29 3.85
Conventional jet fuel is derived from oil. Burning it gen- 100%
Powell gives his semiannual policy More Earnings on Page 62.
erates carbon dioxide, the main culprit behind climate update to Congress before the House
change. Hydrogen produces zero carbon emissions. Storing
Aircraft
Ships, rail & other Financial Services Committee. He’ll Consensus Estimate
75
hydrogen, however, means compressing it into a liquid to do the same before the Senate Bank- Day Consensus Est Last Period
Medium and M January Wholesale Inventories 2.0% 2.2%
roughly minus 423 degrees Fahrenheit. The engine will be heavy-duty ing Committee on Thursday.
50 T January Construction Spending -0.20% 0.20%
mounted on the rear of an Airbus A380, with traditional vehicles
TH January Factory Orders 0.50% -0.40%
engines on the wings. The first tests are aimed for mid-de- The Organization of the Petroleum F February Nonfarm Payrolls 400,000 467,000
25 Light-duty
cade. A plane using hydrogen could be carrying paying Exporting Countries and its allies, February Unemployment Rate 3.9% 4.0%
vehicles
passengers by decade’s end. known as OPEC+, convenes a meeting Unless otherwise indicated, times are Eastern. a-Advanced;
0 f-Final; p-Preliminary; r-Revised Source: FactSet
That time frame may explain why the news didn’t move via videoconference. The group has
For more information about coming economic reports
GE stock much. The shares were up nearly 4% for the Sources: Statista; Center for Climate
been increasing production by a mod- - and what they mean - go to Barron’s free Economic
week, while the S&P 500 was up about 0.7%. — Al Root Change and Energy Solutions est 400,000 barrels per day, even as Calendar at www.barrons.com
S I Z I N G U P S M A LL- CA P S
Goodyear
Tire Is Set
To Roll Amid
A Turn to EVs
Shares of the leading U.S. tire
maker look attractive, as makers
of electric vehicles require more
durable, more expensive tires
By ANDREW BARY
A
s one of the world’s
leading tire makers,

Goodyear Tire &
Rubber stands to
benefit from the auto
industry’s transition
to electric vehicles. an opportunity in the still nascent Goodyear Tire’s tires sold to auto makers for new vehi- $20 billion in 2022 revenue. Unlike its
Shares of Goodyear (ticker: GT) Chinese market. manufacturing cles and $30 for replacement tires. two giant rivals, however, Goodyear
look appealing after being hammered The venerable company, founded plant in Dude- At $4.3 billion, Goodyear’s market doesn’t pay a dividend.
following its fourth-quarter earnings in 1898, was a leading manufacturing lange, Luxem- value is tiny, relative to those of its top As the dominant U.S.-based tire
report on Feb. 11. On the earnings con- company in the 20th century and a bourg. The com- global competitors, France’s Michelin maker, Goodyear probably can’t be
ference call, CEO Richard Kramer cau- member of the Dow Jones Industrial pany has a 20% (MGDDY) and Japan’s Bridgestone purchased by a foreign buyer, given
tioned that the company expected “cost Average from 1930 to 1999. share of the U.S. (BRDCY), which owns the Firestone heightened antitrust scrutiny by the
pressures to persist over the next sev- It should get a lift from pent-up replacement-tire brand. Both Michelin and Bridgestone Biden administration. Shareholder
eral quarters.” demand, after the pandemic depressed market. weigh in at more than $25 billion and activists, however, could still target
Goodyear’s stock has fallen nearly driving activity, and from a recovery in trade for about 10 times projected 2022 the company, whose stock price is less
a third since then, to a recent $15. The auto production as chip shortages ease. earnings, a premium to Goodyear. than half its 2017 high and back
shares trade for just 6.5 times projected Unlike the major auto makers that Based on sales, Goodyear is also cheap, where it was in the 1980s.
2022 earnings of $2.32 a share and five are being disrupted by the shift to trading for a fraction of its projected Goodyear’s fourth-quarter adjusted
times 2023 earnings of about $3. Inves- electric vehicles, tire makers stand earnings of 57 cents a share topped the
tors are worried about Goodyear’s pro- to benefit quickly. EVs require more- consensus of 32 cents, and it earned
jection of no free cash flow this year durable, smoother-riding—and cost- Goodyear Tire & Rubber $2.09 a share for 2021, against a loss
and unsure of whether it can offset lier—tires to deal with their heavier Tire manufacturer and distributor of nearly $2 in 2020. However, inves-
sharply higher input costs. weight and better acceleration, relative Headquarters: GT (Nasdaq) tors were disappointed with 2022 fi-
The bull case is that Goodyear is an to cars powered by internal-combustion Akron, Ohio $25 nancial guidance, including the lack of
industry leader that will benefit from engines. The added challenge is to hold Recent Price: $15.19 any 2022 free cash flow, against an
its 2021, $2.8 billion merger with the down the tires’ weight and rolling resis- YTD Change: -28.8%
20 estimate of nearly $500 million.
smaller Cooper Tire & Rubber. The tance, to help maximize battery range. The company isn’t expected to pro-
Market Value (bil): $4.3
acquisition gives the company greater Goodyear rolled out its first tire for 15 duce free cash flow this year, despite
exposure to the large North American the EV replacement market in Decem- 2022E Sales (bil): $20.5 ample earnings as it rebuilds depleted
replacement-tire market, which is the ber, saying that the high-performance 10 inventories and invests in several proj-
2022E Net Income
Courtesy of Goodyear
most lucrative in the world. Goodyear tires offer “long-lasting tread wear and (mil): $618 ects, including tires designed for EVs.
aims for the premium market domes- a quiet ride.” Its chief financial officer, 5 5 This didn’t sit well with investors,
2022E EPS: $2.32
tically, while Cooper focuses on lower- Darren Wells, has said that the tires who wanted to see Goodyear reduce
2022E P/E: 6.5 0
priced tires. Goodyear has an indus- could deliver 30% better margins than its substantial but manageable net
try-leading share of about 20% of the those for internal-combustion engines, Dividend Yield: None 2020 ’21 ’22 debt of over $6 billion, which rose by
U.S. replacement-tire market and sees where Goodyear makes about $15 on E=estimate Sources: Bloomberg; FactSet $2 billion with the Cooper deal.
Wall Street is also worried about

Goodyear’s ability to offset sharply
higher input costs, including those for
natural rubber, synthetic rubber, and
carbon black, a petroleum product that
improves tire performance. And ocean
freight costs are two to four times
higher than they were a year ago.
WH E N O PP OR TU N IT Y S TRI K E S
Still, in the wake of the selloff, J.P.
Morgan analyst Ryan Brinkman up-
TAKE AC TIO N
graded his rating on the stock to Over-
weight from Neutral, arguing that the
investment case “seems more delayed
than changed.” He has a price target of
Capturing opportunities can be like catching lightning
$23, about 50% above the current price. in a bottle. With groundbreaking technology, unique
Brinkman sees the company as capable
of generating operating income of $1.75 data insights and 24-hour access to innovative products
billion next year, versus a projected $1.5
billion this year. He also expects $500 across all major asset classes, CME Group can help
million-plus in free cash flow, noting
the inventory buildup this year is a you seize opportunities at precisely the right moment.
one-time event.
“The dynamic for price increases to
offset higher raw material costs is bet- VISIT CMEGROUP.COM/OPPORTUNITY
ter than many people think—the sup-
ply/demand backdrop for tires is favor-
able,” says James MacGregor, co-
manager of AB Discovery Value fund,
which owns Goodyear. “It’s a good po-
sition to drive better cash flow going

forward.” Longer-term, he sees oppor-
tunity in higher-priced tires for EVs.
Goodyear projects $250 million of
annual cost benefits stemming from the
Cooper merger by the middle of 2023,
the deal’s second anniversary.
The company has said the bulk of
those benefits will come in 2023, aided

in part by resolving labor issues that
are affecting many big manufacturers.
CFO Wells has cited higher absentee-
ism and employee turnover. With more
than 50 plants globally that are often
older than those of its top rivals, Good-
year’s cost per tire is about $3 more,
but it is working to close that gap.
Goodyear declined to comment to
Barron’s. But this month, its CFO,
Wells, laid out the investment case at
an investor “Fireside Chat” held by
Deutsche Bank. “Goodyear is obviously
a top tire and automotive mobility tech-
nology company,” he said. “And we
have great technical capability. We have
a great product lineup. We have great
distribution that makes our products
available all over the world. We’ve just
made a very significant value-adding
acquisition in bringing together Cooper
and Goodyear.”
It’s rare to find an industry-leading
Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and profit you might have
company with such a modest market made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Copyright ©2021 CME Group Inc.
cap and valuation that makes an indis- All rights reserved.
pensable product and stands to benefit
from the EV revolution. B
Some see initial sanctions on Russia as too

soft. Here, a pro-Ukraine demonstration in
London this past week.
together they represent more than

a quarter of the global wheat export
market and a significant slice of the
world’s corn market. Consumers,
already miserable and expressing the
lowest degree of economic confidence
in a decade, will pay more at the
pump and beyond as sanctions,
supply shortages, and traders rush-
ing to buy up commodities hit prices.
Moreover, Russia is in a position
where it could threaten to self-
embargo commodity exports, says
Marko Papic, chief strategist at
Clocktower Group. He notes that the
country’s current account, as a share
of its gross domestic product, is the
biggest since 2006, while its foreign-
exchange reserves are at the highest
level since 2014, meaning Russia
could leverage both to impose export
embargoes for up to six months.
T
he latest commodity price
spikes come at a particularly
fraught time for the global
economy. U.S. gasoline prices

rose 40% in January from a year
earlier alongside double-digit price
increases for basic food items such
Overlooked Risk in Ukraine Crisis:

as flour and meat. In Europe, where
Russia is the biggest supplier of natu-
ral gas, Germany is on the brink of
recession. That country—Europe’s
largest economy—recently reported
How Russian Aggression Stirs China

a record 25% year-over-year jump in
producer prices, due to a 67% in-
crease in energy costs. Nancy Lazar,
chief global economist at Piper Sand-
ler, says the euro zone was already
By LISA BEILFUSS destined to slow sharply. The conflict
A
Putin’s land grab is sure to push up inflation and U.S. of the Russia-Ukraine military will deepen and extend that slow-
take a small bite out of the pandemic recovery, s the world focuses on conflict may not actually be what down, she says, possibly tipping the
Russian President Vladi- happens in the region. Rather, it bloc into recession next year.
potentially slowing the Fed’s policy tightening.
mir Putin’s incursion into is likely to be whether the U.S.’s As for the U.S., economists at
But investors should take a longer-term view
Justin Tallis/AFP/Getty Images (left); Omar Marques/Getty Images

Ukraine, investors may be response to the conflict emboldens Goldman Sachs say every $10-a-
on how the U.S.’s response to the Ukraine missing the forest for the bigger economic rivals, namely barrel rise in the price of oil boosts
incursion could encourage Beijing on Taiwan. trees. China, and what that means for the headline inflation by about 0.2 per-
The move by the long-term investment landscape. centage point and core inflation by
Get ready for a decade of geopolitical alpha. second-largest oil exporter into This is not to say there aren’t im- about 0.04 percentage point. Based
its neighbor on Wednesday night portant economic and political conse- on predictions across Wall Street
quickly went from a foray into quences of Putin’s land grab and self- for $120 oil and some back-of-the-en-
Ukraine’s eastern tip to airstrikes described effort to demilitarize the velope math, that roughly means the
across dozens of Ukrainian cities. former Soviet Republic. There are U.S. consumer price index goes to an
Strategists, including some Putin many. Most obviously, there is the annual pace of 8.1% from 7.5% in Jan-
watchers who believed that the Krem- impact on energy prices. Oil leapt 8% uary including energy, and to 6.1%
lin was ultimately bluffing and would on Thursday, with the prices of Brent from 6% excluding energy.
stick within the Donbas region, say and West Texas Intermediate crude As Papic puts it, the conflict in
they are girding for prolonged turmoil, topping $100 a barrel for the first Ukraine is the cherry on top of an
increased market volatility, and intensi- time since 2014. Other commodities inflationary sundae. That may prove
fied economic ramifications. are similarly surging. Analysts call increasingly true if heightened geopo-
But the biggest implication for the Russia and Ukraine breadbaskets, as litical uncertainty translates to a less
aggressive Federal Reserve—even if Rate Expectations kin of Oxford Economics, adding that
the one thing that is certain is more Traders' wagers on the probabilities of a quarter-point or half-point rate hike at the there is an ongoing, coordinated effort
inflation. Oren Klachkin, an econo- Fed's next meeting have gyrated in recent days amid geopolitical turmoil and by China and Russia to grab power
mist at Oxford Economics, says the discordant commentary from central bankers. from the West and that it probably
conflict in Ukraine will shave up to 1.1
isn’t a coincidence that Russia waited
0.2 percentage point off real, or infla- Target-rate probability history for the Federal Reserve meeting on March 16, 2022 until after the Olympics in Beijing
1.0
tion-adjusted, 2022 GDP. Hardly any- before invading Ukraine.
thing, that is, in part due to the expec- 0.9 For his part, Ashton of Enduring
tation that higher oil prices will drive 0.8 Investments pegs the likelihood of
stronger growth in domestic oil, gas, 0.7 China moving on Taiwan at not quite
and agriculture sectors to offset the 0.6 50/50. But, he says, odds are up from
impact on real household incomes. 0.5 effectively zero a few years ago and
Despite Wall Street’s expectations are high enough that investors should
0.4
for a minimal hit to growth from Rus- 0-25 25-50 50-75 take the scenario seriously. “It’s hard
0.3
sia’s invasion of Ukraine, traders have to think of a better time to try for it, if
0.2
quickly pared interest-rate hike expec- China really does want Taiwan back,”
tations that had ratcheted higher after 0.1 given how the pandemic has hobbled
the January CPI, and all but scrapped 0 the world, inflation is rattling econo-
odds of a half-point hike when the Fed March 2021 Jan. 2022 mies and politicians, and much of the
meets March 15-16. Source: CME Group world’s attention is currently on Rus-
“The chance of the Fed raising by sia and Ukraine. He adds that markets
two percentage points over the next would be a lot lower if they were ap-
year is approximately zero,” says is relatively light. Specifically, the to say that the administration won’t preciating Taiwan risk.
Michael Ashton, founder and invest- Biden administration left out punish- eventually go there. For now, Biden
A
ment manager at Enduring Invest- ing sanctions on Russia’s energy isn’t alone. Reflecting how precarious s for potential timing, it’s any-
ments, referring to recent projections sector, with Deputy National Security the situation is for Europe and how one’s guess. Clocktower’s Papic
by J.P. Morgan and others for a policy Adviser Daleep Singh saying the latest acute the inflation threat is to political calls China’s intervention in
rate of at least 2% by the end of 2022. sanctions aren’t designed to disrupt leaders, Italy’s Prime Minister Mario Taiwan the greatest geopoliti-
“This is a great excuse for them to the flow of energy to the world. Draghi has said that any sanctions the Many in Ukraine cal risk for investors, but he says that
have fled for safer
wait and see,” he says of policy mak- That isn’t to say that the sanctions European Union imposes on Russia territory in recent Xi has no reason to rush. “One benefit
ers, increasingly suspecting that the announced by Biden and some Euro- shouldn’t include energy. days, including to for China of the ongoing conflict be-
Poland. Here, a train
Fed will point to geopolitical uncer- pean countries won’t be painful for But a response to Russia by the from Odessa,
tween the West and Russia is that it
tainty in deferring any more than Russia, and it isn’t to suggest the U.S. that is perceived as weak makes it Ukraine, arrives in can observe from a distance what the
0.75 percentage point in rate in- U.S. should seek punishments that all the more important for investors to Przemysl, Poland, U.S. reaction is to Russian aggres-
on Friday.
creases this year. boomerang—especially at a time when consider a potential Chinese play for sion,” he says.
high energy and food prices are al- Taiwan. A tepid response could offer Regardless of whether Putin’s inva-
F
or all of the potential implica- ready hurting plenty of American a green light for China to proceed with sion of Ukraine portends a similar
tions of the crisis in Ukraine for households and businesses. Nor is it an incursion into Taiwan, says Klach- move by Xi in Taiwan, strategists say
the U.S. economy, financial mar- that investors should anticipate an
kets, and the path of monetary extended stretch of increased geopolit-
policy, concerns over them may mask ical turmoil. The bigger point, says
something more consequential. How Papic, who stresses the need for inves-
the U.S. responds to Putin’s play in tors to be political nihilists when ana-
Ukraine may affect how Chinese Pres- lyzing geopolitics, is that the U.S.
ident Xi Jinping does or doesn’t pro- seems to have realized it is no longer
ceed with reclaiming Taiwan, which is the global hegemon. “No other power
much more critical to the global sup- gives two hoots what Washington
ply chain and thus the U.S. economy wants,” he says, something he ob-
and financial markets. Taiwan’s domi- serves has been true for several ad-
nation of semiconductor manufactur- ministrations and is characteristic of
ing is particularly notable at a time a multipolar, versus unipolar, world.
when the global chip shortage is one The upshot? Papic says the coming
factor behind the everything shortage. decade should be a bumper harvest of
“The importance of what happens geopolitical alpha. For now, he favors
in Ukraine is how we respond, be- wheat, gold, oil, and palladium as
cause that will affect what happens in hedges against further conflict.
Taiwan,” says Ashton. “If you per- Prolonged global upheaval augurs
suade geopolitical rivals that we are prolonged inflation, exacerbated by
weak in the knees, that’s where it can efforts already under way by U.S.
get really tense.” manufacturers to bring supply chains
If the recovery in stocks on Thurs- closer to home. The trade-offs facing
day was in part spurred by President the Fed—more inflation for a less-se-
Joe Biden’s new round of economic vere hit to growth, and vice versa—are
sanctions against Russia, then one only getting harsher with the likeli-
interpretation is that the punishment hood of both climbing. B
Safe at Home: 6 Picks for Tough Times

Recent turmoil has created bargains in multiple sectors of the market. Water and electric utilities, farm equipment, and beer are just a few examples.
These stocks boast earnings and dividend growth. And for investors spooked by global turmoil, they do much of their business in the U.S.
By AL ROOT Evoqua Water Tech AQUA / NYSE Deere DE / NYSE American Water Works AWK / NYSE
T
$50 $400 $200
he U.S. stock market entered
40 175
correction territory this past 300
week. Growth stocks did 30
200 150
worse, touching bear market 20
territory. Investors worried 100 125
10
about inflation and rising
interest rates. Now war 0 0 100
threatens to disrupt Europe.
2020 ’21 ’22 2020 ’21 ’22 2020 ’21 ’22
The knee-jerk reaction might be to
give up, sell stocks, and ride out the Recent Price: $42.58 52-Week Change: 70.52% Recent Price: $342.76 52-Week Change: -1.51% Recent Price: $148.60 52-Week Change: 2.03%
volatility, but that could mean missing 2022E EPS: $0.95 2022E P/E: 44.8 2022E EPS: $23.19 2022E P/E: 14.8 2022E EPS: $4.45 2022E P/E: 33.4
out on bargains in quality stocks. Evoqua Water Technologies (AQUA) pro- The Moline, Ill., farm- and construction-equipment “Anytime water utilities do poorly, or just have
“What I don’t want to see people do vides water and wastewater treatment for resi- maker generates about 70% of its sales in North a period of poor performance, we start going to
is sell after we’ve had such a share draw- dential, commercial, and industrial customers. and South America. When commodity prices rise, work,” says Jay Rhame, CEO and portfolio man-
down, after we have finally entered a About 80% of sales are generated in the U.S., due to weather—or a war in Europe—U.S. farmers ager at Reaves Asset Management, a firm dedi-
and the company is less reliant than other firms can benefit. Russia remains a risk, but the combi- cated to investing in infrastructure and utility
correction,” says SoFi Technologies head
on capital spending, notes RBC multi-industry nation of higher commodity prices, rising farm- stocks. “They are so reliable, so consistent—
of investing strategy Liz Young. Investors analyst Deane Dray. That means if corporate equipment age, and the trend toward precision- getting a cheaper valuation doesn’t come often.”
can research some new ideas that can budgets tighten as the global economy gets more farming technology can overwhelm any temporary American Water Works (AWK) shares
weather the current environment, look- uncertain, Pittsburgh-based Evoqua is less at hiccup. Mig Dobre, the Baird machinery analyst, dropped more than 20% to start 2022, and now
ing for good deals amid market turmoil. risk. And everyone in the U.S. will still need wa- has a price target of $487 for Deere (DE), up trade for about 33 times estimated 2022 earnings.
ter, no matter what happens overseas. Dray’s more than 40% from recent levels. That works out That might look pricey, but earnings have grown
RBC multi-industry analyst Deane price target is $50, about 50 times estimated to about 21 times Wall Street’s estimated calendar- like clockwork for years and are expected to
Dray says that investors should focus calendar-year 2022 earnings. That’s not cheap, year 2022 earnings of $23.19. Those earnings advance at 8% or 9% a year for the foreseeable
on high-quality stocks. That means com- but investors get stability and growth. Earnings are expected to increase almost 20% from 2021 future. The company has boosted its dividend at
panies with strong management teams, are expected to double over the next three years, earnings of $19.61 a share. about 10% a year on average for a decade.
profit margins, and cash flow.
Earnings matter, too. “You want a

company with a strong E in its P/E ratio,” Southern Co. SO / NYSE CarMax KMX / NYSE Constellation Brands STZ / NYSE
says Young. Steadily growing earnings $80 $160 $280
offset any compression in price/earnings
ratios brought on by either inflation or 70 120 240
geopolitical conflict.
60 80 200
Investors can also search for compa-
nies with more U.S. exposure as tensions 50 40 160
rise in Europe. That can help account for
the possibility that things take longer than 40 0 120
hoped for to resolve across the Atlantic.
2020 ’21 ’22 2020 ’21 ’22 2020 ’21 ’22
“Geopolitical volatility [is] an oppor-
tunity to gain exposure to longer-term Recent Price: $62.88 52-Week Change: 8.86% Recent Price: $105.15 52-Week Change: -11.58% Recent Price: $215.01 52-Week Change: -1.34%
positive trends,” says Baird machinery 2022E EPS: $3.55 2022E P/E: 17.7 2022E EPS: $7.32 2022E P/E: 14.4 2022E EPS: $11.34 2022E P/E: 19.0
analyst Mig Dobre. “Deere is a great Atlanta-based Southern Co. (SO) has defen- Benchmark analyst Mike Ward says car dealer- Before Covid, Constellation Brands (STZ) was
example.” Deere shares (ticker: DE) are sive, high-quality characteristics. Its dividend has ships are good businesses. “Costs are variable, one of the fastest-growing large-capitalization
down about 15% since mid-February, grown at about 3% a year on average for the inventory is largely financed by vehicle manufac- beverage stocks, according to J.P. Morgan analyst
possibly because roughly 6% of the past decade, and shares now yield 4.3%. The turers, and parts-and-service revenue offsets Andrea Teixeira. Coming out of Covid, volume
shares of the multistate electric-and-gas utility about 75% of fixed costs,” he says. Shares of growth is accelerating as the U.S. wine and beer
company’s sales come from Russia. trade for about 17 times estimated 2022 earnings Richmond, Va.–based CarMax (KMX), the largest distributor continues to invest in its brands, such
Companies that can grow in all types of $3.55 a share. Rhame, of Reaves Asset Man- used-car dealer in the nation, are down about as Corona beer. Shares are down about 15% this
of conditions have an advantage. Car- agement, points out that in 2008, when the mar- 20% this year, trading for roughly 14 times esti- year. Investors are worried that profit margins
Max (KMX) aims to sell two million cars ket dropped about 38%, Southern stock held its mated calendar-year 2022 earnings. Used-car will take a hit as the company ramps up new
a year in five years, up from roughly 1.2 own. The stock is down almost 10% this year, prices are at record levels, a function of low capacity. But Teixeira notes that new capacity will
partly because the company pushed back the inventories and low new-car production. Falling result in higher volume and improving profit mar-
million units in fiscal-year 2021. The timeline to start up new nuclear-power generat- used-car prices are a risk, but Craig Kennison, gins. Shares trade for about 19 times estimated
company’s volume goal is one of the rea- ing facilities in Georgia by three to six months. the Baird analyst, says investors should focus on calendar-year 2022 earnings per share of about
sons that Baird analyst Craig Kennison Two new reactors are now slated to be up and dealerships that can increase volumes so that $11.34. Earnings growth is expected to be about
put CarMax stock on his list of best running by the end of 2023. earnings can grow, even if car prices dip. 13% a year on average for the next few years.
ideas for 2022. B E=estimate. Sources: Bloomberg; FactSet
How to Manage
Traders at the New York Stock Exchange
watch President Biden on Tuesday.
iShares Gold Trust (ticker: IAU)

and SPDR Gold Shares (GLD).
Your Portfolio The war in Europe sparked more

fear, but there was already a helping of
it with regard to inflation at home and
the government’s limited ability to rein
Amid Chaos
it in. “How do we stop inflation with-
out shutting off economic growth?
That’s the dilemma,” says advisor Ken
South of Tower 68 Financial Advisors.
One longstanding inflation hedge is
commodities, which tend to rise along
with inflation. The Bloomberg Com-
Financial advisors weigh in on what investors should— modity Index is up 29% in the past
and shouldn’t—do in light of today’s market dynamics year as inflation became entrenched.
Russia’s invasion of Ukraine will fur-
ther drive commodity prices higher:
Russia provides 40% of the European
By LAUREN FOSTER than double its long-term average, and to this past week, the economic pros- Union’s gas imports and 30% of its oil
AND ANDREW WELSCH the outsize gains of the past 10 years pects for Europe were looking much imports, according to UBS.
I
should not be taken for granted. Going more positive. Once we get through Russia is also the world’s largest
nvestors who lived through the forward, good portfolio management this, that will be an attractive area for wheat supplier. Ukraine is a “material
1980s may be experiencing a is going to require more than buying investment,” he says. exporter” of corn, wheat, and oilseeds,
sense of déjà vu—persistently a broad-market index fund. Barron’s This is a good time for investors to says UBS. The big indexes tend to be
high inflation and strained spoke with financial advisors to get assess their domestic and foreign stock skewed heavily toward energy stocks;
relations with Russia. Vladimir their best advice for this new world. allocations. The “home-country bias” investors are better off in actively
Putin’s invasion of Ukraine has been particularly pronounced for managed mutual funds that can focus
whipsawed stock and energy What to buy Americans, since U.S. stocks have on finding some value elsewhere and
markets on Thursday. It also provides The near term could be a buying op- driven the decade-plus global bull can adapt to changing geopolitical
investors with a rare buying opportu- portunity, says Peter Lazaroff, chief market. Lazaroff advises rebalancing issues. Two good options are Pimco
nity and chance for a “gut check” of investment officer at wealth manage- holdings and considering more inter- CommodityRealReturn Strategy
their financial plans. ment firm Plancorp. “If you somehow national exposure, especially as prices (PCRAX) and Columbia Commodity
Many investors were already getting missed out on the rally coming out fall. “It may feel even more uncomfort- Strategy (CCSAX).
nervous. Rising inflation, the near- of March and April 2020, and you’ve able than ever to put money into inter-
certainty of higher interest rates, and been waiting for a pullback, this is national or emerging markets, but the What to do with your bonds
the expectation that corporate profits your pullback,” he says. “This is a return is often highest when you feel Bonds are also especially susceptible
would pull back all pointed to lower great time to be buying.” most uncomfortable.” to inflation, and can even turn yields
stock and bond returns than investors Jason Fertitta, CEO of Americana Recent UBS research notes that “it negative—meaning investors lose buy-
had grown accustomed to. Partners, has been a buyer this week, is important to remember that global ing power—once inflation is factored
The members of Barron’s Round- particularly of energy and commodity economic growth remains above trend, in. Fixed income has been a challenge
table, which met this year on Jan. 10, stocks. “You still have companies that and Covid-19-related restrictions are for investors for a long while now.
forecasted S&P 500 index returns are producing great earnings, and being lifted.” That should favor value “Bonds are one of the most expensive
ranging from double-digit losses to a they’re 20% off their highs,” he says. and cyclical stocks around the world, asset classes,” Fertitta says. He owns
gain of just 8%. And that was before “There are pockets of opportunities in including energy and financials, and primarily municipal bonds: “We tend
war broke out in Europe, causing en- the market.” (For some possibilities, the euro zone in general. to keep duration short and credit qual-
ergy prices to rise and leading to even Opportunity see “Safe at Home: 6 Picks for Hard ity high, and we would be OK with a
higher inflation. Geopolitical crises, Times,” on page 18.) A golden haven zero allocation to taxable bonds.”
however, tend to limit the Federal Re-
Amid Danger Rosen says investors should look When fear is high, investors tend to Adam Fuller, an advisor at Hom-
The Ukraine
serve’s ability to raise interest rates; for riskier assets, like growth stocks, sell risky assets and turn to havens rich Berg, also has limited use for
crisis could
rising inflation and a slowing economy that have sold off; in fixed income, that such as gold. Gold prices surged in bonds. He is sticking with short-
offer a good
can lead to pernicious stagflation, not means high-yield bonds and bank the early days of the pandemic; this duration bonds to meet liquidity
chance to buy
seen since the oil crisis of the 1970s. loans. But don’t buy indiscriminately: year, they’re up 6% while the S&P is needs. Their prices don’t fluctuate
quality stocks
This history is pertinent, says “There’s an old saying, ‘Don’t catch a down 13%. “Adding to gold is good as much, and money can be rein-
on the cheap,
Michael Rosen, managing partner falling knife,’ and the knife is falling during times of uncertainty and vola- vested at higher interest rates.
but a
and chief investment officer at Ange- right now,” says Rosen. “The thinking tility, and we’re certainly there right Ultimately, financial advisors un-
les Investments and Angeles Wealth ought to be more about ‘where are now,” Fertitta says. He adds that the derscore the value of long-term plan-
Management: “History tells us that
major geopolitical events will have
29% the attractive buying opportunities’ as
opposed to ‘what should I be selling.’ ”
best way for investors to get exposure
to gold is through an exchange-
ning and not overreacting to current
events. “Investing is simple, but not
almost no impact on markets after return like the Rosen had already moved more traded fund that owns the actual easy,” says Jeremy Sharp, owner of
six to 12 months,” he says. S&P’s last year is into value stocks and away from metal, rather than gold-mining com- Redeem Wealth Management in Gil-
History also tells us that last year’s very unlikely for growth stocks, and has taken a more panies or gold futures. There are a bert, Ariz. “And these are the times
NYSE
29% return for the S&P 500 is more the overall market. balanced geographic allocation. “Prior few options; the two largest are the when it’s not easy.” B
20
BARRON’S
February 28, 2022
The Ukraine Conflict Could

Strengthen Brazil and
Other Emerging Markets
Commodities boom, Today, emerging markets’ average
current-account deficit has shrunk to
cheap stocks, and 0.4% of gross domestic product from
4.4% as these countries reined in
improved finances spending. India doubled its foreign-
beckon investors exchange reserves, giving it an extra
cushion, while Indonesia’s current-
account deficit became a surplus.
By RESHMA KAPADIA And here’s another plus: Central
H
bankers in some emerging markets are
istorically, geopolitical ahead of the Fed in combating inflation.
tensions have been They have raised interest rates sharply

bearish for risky assets, —in Brazil’s case, from 2% to 10.75%.
including emerging That could mean some markets are
markets. Yet today, closer to easing monetary policy, giving
as Russia wages war them room to reverse course if their
on Ukraine, investors economies begin to suffer.
should resist the urge to sell. China, the most important
Emerging markets such as Brazil, emerging market, has pivoted toward
Indonesia, and India are much prioritizing stability over growth, and
stronger financially than they have shifted toward easier monetary
been in many years, and much policy. Chinese banks in Shanghai
cheaper versus the U.S. than they and Guangzhou cut mortgage rates
have been in a couple of decades. As a this past week, as policy makers tried
result, they could offer a relatively to stabilize the nation’s housing
decent refuge in a widening storm. sector. As its economy slows,
Russia’s attack complicates what expectations are growing that China
had been the most promising for price hikes in everything from oil benchmark. That’s the widest might ease some of its strictest Covid
backdrop for developing countries to wheat and corn. valuation gap in nearly 20 years. Left: The Rocinha restrictions, which could help
Favela—a shanty-
in years. But it doesn’t derail the Together, these trends translate Then there are emerging markets’ town—in Rio de improve investor sentiment.
argument for these markets and, into stronger estimates for corporate successful self-improvement efforts. Janeiro. Above: An Even the Fed’s impending interest-
intersection in the
in some cases, strengthens it further. profits. Earnings for the companies in Many developing countries have built Cipete neighborhood
rate hikes, which could begin in mid-
Consider all that has been going the MSCI Emerging Markets index are up foreign-exchange reserves in recent of South Jakarta, March, might be beneficial for
right for the world’s emerging market expected to grow by 10.2% in 2022, years and reduced their reliance on Indonesia. emerging markets, as they would
economies. The receding Covid versus the 8.9% expected for foreign borrowing, leaving them more curb the dollar’s strength against
pandemic is leading to a pickup in companies in the S&P 500 index, financially resilient and better other currencies, says Todd McClone,
economic activity in countries such as according to Bloomberg. prepared to weather crises. That’s a big co-manager of the $904 million
India and Indonesia. The outlook for Part of the recent appeal of change from 2013, when the Federal William Blair Emerging Market
China, which has the largest weighting emerging markets is their long-term Reserve indicated it would move to Growth fund (ticker: WBENX).
in most emerging market indexes, is underperformance. The MSCI raise U.S. interest rates, wrecking McClone notes that emerging mar-
improving after last year’s regulatory Emerging Markets index has lagged many emerging markets’ finances as kets historically have outperformed
crackdowns and the imposition of behind the S&P by an average of 10 their currencies tumbled. At the time, about 90% of the time when the dollar
draconian Covid-prevention policies. percentage points over the past Morgan Stanley strategist James Lord has weakened. “It’s the best relative
Surging commodities prices have been decade, and now trades for just 12 singled out Brazil, India, Indonesia, setup in a long time for emerging
a boon to resource-rich economies such times 12-month forward earnings, South Africa, and Turkey as the so-
as Brazil, and the hostilities in Eastern compared with a multiple of 19 called Fragile Five. Photographs by KRISTIN BETHGE (Brazil);
Europe have supercharged the outlook times forward earnings for the U.S. The experience forced a reckoning. JIRO OSE (Indonesia)
markets to outperform,” he says.
N
one of this means that emerg-
ing markets aren’t risky, and
that they can’t go down as well
as up. In addition to the un-
certainties created by the Russia-
Ukraine crisis, and the added infla-
tionary pressure it is likely to spark,
investors shouldn’t neglect the ongo-
ing tensions between the U.S. and
China, or the possibility that Beijing
might take further aim at Chinese
internet giants, such as Alibaba
Group Holding (BABA), Meituan
(3690.Hong Kong), and Tencent
Holdings (700.Hong Kong).
In recent years, emerging market
investing was synonymous with
China, which accounts for 32% of the
iShares MSCI Emerging Markets
exchange-traded fund (EEM), and
technology, which represents about a
third. Both are less alluring bets today,
which means that investors ought to
cast a wider net instead of hugging
the index.
India, for example, accounts for
12% of the iShares MSCI ETF; Brazil An oil refinery run by Petrobras in Cubatão, Brazil. The oil company has recovered from a corruption scandal that rocked it in 2014.
is under 5%, and Indonesia’s weight-

ing is under 2%. “The market oppor-
tunities have become much more dis- Best Bets in Emerging Markets Stocks... Emerging Markets Discovery
persed,” says Alberto Fassinotti, As commodities prices rise and Covid restrictions fade, banks could be big beneficiaries of stronger economic growth. Stock fund (PRIJX) looks for under-
managing director of RockCreek, a Company / Ticker Recent Price 52-Wk. Change 2022E P/E Comment valued, ignored companies—an ap-
global investment firm. proach that led to lackluster annual
Brazil
For individual investors, an actively average returns of just 3.8% in the
Itaú Unibanco Holding / ITUB $5.02 22% 4.7 Brazilian banks are well positioned for
managed fund with a strong track loan growth, improving economy past three years, but was up 4.5% last
record might be the best way to navi- Petrobras / PBR 14.54 72 5.2 Brazilian state-owned energy company year, outperforming 70% of peers. As
gate emerging markets now. The $230 has reduced debt, improved corporate the prospect of higher interest rates
million Rondure New World fund profitability; benefits from rise in oil prices pushes investors to reassess pricier
(RNWOX), which has averaged a 7.7% India stocks, manager Ernest Yeung sees
annual return in the past three years, HDFC Bank / HDB* $66.02 -17% 20.6 Described as the JPMorgan of India; opportunity in the “old economy”
beating three-quarters of its peers, dominant private-sector bank poised to parts of emerging markets, including
benefit from loan growth
focuses on discounted stocks of com- banks and metal and mining compa-
panies with strong management, good Indonesia nies. Bank Rakyat Indonesia
growth prospects, and solid balance Bank Central Asia / BBCA.Indonesia IDR8,050 20% 27.3 Indonesia’s only private sector bank, (BBRI.Indonesia) is a top holding,
stronger credit quality and deposit growth
sheets, often with net cash. than peers and Yeung has been buying compa-
While top holdings include tech- Bank Rakyat Indonesia / BBRI. Indonesia 4,480 -3 15.9 State-owned bank with 60% market share nies tied to China’s transition
nology heavyweights like Taiwan in lending to micro enterprises to cleaner energy, such as China Re-
Semiconductor Manufacturing *P/E for March 2023 fiscal year end; E=estimate Source: FactSet sources Gas Group (1193.Hong
(TSM) and Samsung Electronics Kong) and NARI Technology
(005930.Korea), manager Laura Ger- ...and Mutual Funds (600406.China).
itz has focused lately on buying Managers have been tilting away from China and tech to favor bargains in other developing countries. The $9 billion GQG Partners
smaller companies in China, such as Assets Total Return Emerging Markets Equity fund
Longi Green Energy Technology Fund / Ticker (mil) 1-Yr. 3-Yr.* Comment (GQGPX), which has averaged an
(601012.China), which she describes annual return of 11% over the past
GQG Partners Emerging Markets $9,000 -14% 11.1% Fund has more in India, Brazil, than China,
Nelson Almedia/AFP/Getty Images

as the Taiwan Semi of solar, and com- Equity / GQGPX favors energy and financials over tech three years, has the lowest allocation
panies in Southeast Asia, such Rondure New World / RNWOX 230 -4.7 7.7 Likes smaller companies, recovery
to technology in a decade, and a big-
as Saigon Beer (SAB.Vietnam), that beneficiaries ger allocation to both Brazil and In-
could benefit as Covid restrictions T. Rowe Price Emerging Markets 4,300 -9.2 3.8 More than quarter of assets are invested dia than its 13% weighting in China.
ease. Discovery Stock / PRIJX in financials, sees opportunity in both Manager Rajiv Jain has been buying
“Periphery parts of emerging mar- value, growth stocks banks and commodities companies.
kets—like Indonesia—may be a good William Blair Emerging Markets 904 -16.2 14.4 Pricey fund but strong long-term record; That includes energy concerns, such
hiding place,” says Geritz. Growth / WBENX adding lately to Brazil, financials as Brazil’s state-owned Petróleo
The $4.3 billion T. Rowe Price *Annualized Source: Morningstar Brasileiro, or Petrobras (PBR), that
stand to benefit longer-term, from earnings. Petrobras has cleaned up nomic growth, and demand for its Undervalued a current 1.9%, and boost its return on
underinvestment in the sector, as its act since 2014, when it was em- coal, palm oil, and tin. Inflation is Emerging markets equity from the low teens to the mid-
much of the world moves toward broiled in a corruption scandal that relatively restrained in Indonesia, stocks sell for teens, Yeung says.
reducing carbon emissions. touched the highest level of the coun- although the world’s fourth most sharply lower Bank Central Asia (BBCA.Indo-
Jain has been reducing his stake try’s government. Since then, it has populous country has been relatively price/earnings nesia), Indonesia’s only private-sector
in Russia since the beginning of the reduced its debt load, divested non- slow in easing Covid-related restric- ratios than U.S. bank, also stands to benefit from an
year, from 17% to under 4%. Despite core assets, eliminated jobs, and cur- tions after virus cases surged. shares, making improving economy. It has a stronger
them attractive to
“ridiculously” cheap valuations, Jain tailed its spending. It has returned Banks such as Bank Rakyat deposit franchise than both local and
bargain hunters.
says he isn’t buying until the dust set- some of the savings to shareholders Indonesia offer one of the easiest global peers; stronger credit quality
tles on the sanctions on that nation. via dividends. ways to tap into the country’s improv- iShares MSCI and loan-loss provision coverage; and
The $904 million William Blair Petrobras owns high-quality oil ing economy. T. Rowe Price’s Yeung Emerging Markets a return on equity in the mid- to high
(EEM)
Emerging Market Growth fund has deposits off the coast of Brazil, posi- expects returns at the state-owned teens. High-single digit loan growth
S&P 500
returned an average annual 14.4% tioning it to benefit not only in the bank to improve as an economic re- could help the bank generate low-
over the past three years, to beat 96% near term, but also in the longer term. covery allows Bank Rakyat to broaden 19.2 teens earnings gains in the next
17.4
of its peers. The fund is buying stocks The company currently has a dividend its loan book and offer more credit to few years, McClone says.
in Brazil, such as Brasil, Bolsa, Bal- yield of 8.4%, which Jain says could smaller businesses, including micro- 11.9
Bank Central Asia trades for 4.9
cão (B3SA3.Brazil), which owns the rise. enterprises—a group that isn’t well- 11.0 times book value, slightly above its
country’s stock exchange, and bank- Although the opportunities in In- served by other banks. five-year average. But that is still at-
ing stocks in other emerging markets, donesia aren’t as broad-based as Bank Rakyat dominates the micro- tractive for a bank that has strength-
including India’s HDFC Bank (HDB) those in Brazil, the Southeast Asian lending business in Indonesia, with a ened its competitive positioning in
and Indonesia’s Bank Central Asia country is increasingly on fund man- 60% market share. By growing its recent years, he adds.
(BBCA.Indonesia). Credit growth and agers’ buy lists because of its im- share further, the bank could lift its
I
2022 2023
improving asset quality should help proved fiscal position, stronger eco- return on assets to 2% to 2.5% from Source: FactSet ndia’s HDFC Bank is another
these banks, he says. institution emerging stronger
from the pandemic. Many inves-
F
or investors who want to buy Better Times Ahead tors who fled China in 2021 in-
individual stocks, Brazil is a Emerging markets have underperformed the S&P 500 for about a decade, but could vested in India, as the country began
good place to start. The coun- start catching up as their financial and economic conditions improve. to recover late last year from the dev-
try produces oil, metals, and astating effects of Covid. Often de-
250%
agricultural commodities, all of scribed as one of the best-managed

which have risen in price, partly due 200 iShares MSCI Emerging Markets (EEM) banks in the world, HDFC has con-
to the war in Ukraine. More than a S&P 500 sistently compounded book value
quarter of global wheat exports and 150 and stands to benefit from improving
80% of sunflower seeds come from credit growth, as well as a capital-
Russia and Ukraine, and most of 100 spending and infrastructure program
these exports flow through Black Sea that the government included in its
50
ports that could be engulfed in mili- 2022 budget.
tary conflict, according to Capital 0 HDFC is pricier than peers at 3.9

Economics. times book value, but is trading below
“Brazil emerges as a winner,” says -50 its five-year average. Considering the
Jon Harrison, managing director of coming inflection in loan growth, a
emerging markets macro strategy at TS -100 strong capital base, and the prospect
Lombard. “The volatility is supporting 2008 2010 2015 2020 of high-teens earnings gains in the
higher oil and commodity prices, and Source: FactSet next three years, McClone considers
Brazil is positioned to benefit.” the bank attractively priced.
Itaú Unibanco (ITUB), one of Bra- Looking Beyond China Rising petroleum prices pose a risk
zil’s largest banks, with a 20% market The EEM is weighted toward China, whose giant Internet stocks fell last year due to for India, an oil importer, and infla-
share, offers a compelling way to tap unfavorable regulations. Non-China markets performed considerably better. tionary pressures could force its cen-
into the country’s commodities bounty. iShares MSCI Emerging iShares MSCI Emerging
tral bankers to tighten rates sooner
15%
The bank generated a healthy return Markets (EEM) Markets ex-China (EMXC) than they would like. But the country
on equity of 20%, even in the difficult is in much stronger financial shape
stretch between 2013 and 2016. “This 10 than it was in 2013, having doubled its
isn’t the Itaú of a couple years ago,” foreign-exchange reserves since then.
says GQG’s Jain. 5 Longer term, fund managers see rea-
The bank’s operating improve- son for optimism as global companies
ments and a pickup in retail lending 0 looking to diversify production away
could set up Itaú for midteens earn- from China come to India.
ings growth and a dividend yield of -5
If hostilities worsen in Ukraine, all
6% to 8%, compared with a 12-month financial markets will be rattled. But
yield of 3.4% now, says Jain. The rising geopolitical tensions increase
-10
stock trades for just five times this the need for diversification, and the
year’s expected earnings. longer-term outlook for many emerg-
Brazilian equities’ price/earnings -15 ing market stocks is the best it has
ratio is 7.8, on average. Petrobras is Mar. 2021 Apr. May June July Aug. Sept. Oct. Nov. Dec. Jan.’22 Feb. been in years. Plus, prices are cheap
even cheaper, at five times forward Source: FactSet enough to be inviting, even now. B
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24 deadline to close another merger. or 187 SPACs, are trading at or below

That can be extended to Jan. 24, 2023, $10 as of Feb. 23, according to Renais-
if it has a letter of intent, an agreement sance Capital, which counted 248
in principle, or a definitive agreement SPACs listing in 2020.
with a business, according to regula- The SPAC & New Issue exchange-
tory filings. A spokesman for Persh- traded fund (SPCX) is down more
ing Square Tontine declined to com- than 13% over the past 12 months.
ment. Healthcare-services firm MultiPlan
Social Capital Hedosophia VI (MPLN) is off 62% from its $10 offer
(IPOF) is another big SPAC from price, while Grab Holdings (GRAB),
2020 that has yet to clinch a deal. One the food-delivery company, is down
of the blank-check companies from 47%.
venture capitalist Chamath Pali- An outlier has been Lucid Group
hapitiya, it raised $1.15 billion and has (LCID), an electric-vehicle start-up,
until Oct. 14 to find and close a busi- which is up 140% from its $10 offer
ness combination, according to filings. price.
Palihapitiya has another SPAC from About 59% of the SPACs that have
that year, the $460 million Social listed their shares since 2020 and
Capital Hedosophia IV (IPOD), have not found deals are trading be-
which has the same deadline and low $10, Renaissance says.
hasn’t closed a deal yet, either. Social The fact that so many predeal
Capital declined to comment. SPACs are now trading below $10
All three are part of the SPAC class presents an opportunity for investors.
of 2020—the 247 blank-check compa- SPAC shareholders can redeem
nies that listed their shares that year, their shares for the $10 a share trust
A Post-Boom Glut Leaves

according to Refinitiv data. value at the time of a vote on a poten-
A little more than half, or 58%, of tial merger, if they don’t favor the deal.
those SPACs have found and closed That is also the case if the SPAC
acquisitions, an analysis by Barron’s doesn’t find a partner by its deadline.
SPACs Set for a Shakeout

has found. That means that 105 “We think this is a terrific way to
SPACs, including 33 that have deals enhance returns,” John Levin, CEO of
pending and 72 that have yet to find a Levin Capital, tells Barron’s. “If you
target, haven’t been able to complete a buy a SPAC at $9.85 and you get $10, a
merger. yield of 1.5% in a short period is still
SPACs became wildly popular dur- very desirable.”
ing the second half of 2020—the 247 Once the SPAC completes a merger,
Many blank-check companies, including Bill Ackman’s Pershing Square Tontine, are SPACs that went public that year was, investors can no longer redeem, and
approaching deadlines to find merger targets. There may be opportunities for investors. at the time, the most ever. That record the shares trade like any other stock.
was toppled in 2021 when 613 blank- So, after a frothy boom, SPACs are
check companies began trading, ac- suffering through some rough times.
cording to Dealogic. They may emerge stronger, but for
By LUISA BELTRAN head of capital markets at growth-eq- now, investors can get many of these
D
T
uity firm General Atlantic. “They can’t on’t expect records to get bro- once-hot issues on the cheap. B
he clock is ticking for many all find attractive deals.” ken this year. Broad market
special-purpose acquisition A SPAC raises money in an initial volatility and inflation fears
companies, or SPACs, public offering with the goal of finding have caused the pace of new Deal or No Deal
formed in 2020, including a private company and merging with issues—both SPACs and traditional Hundreds of recent special purpose
the biggest, Bill Ackman’s it. The money raised in the IPO sits in IPOs—to slow considerably. Forty-one acquisition companies, or SPACs, are
$4 billion Pershing a trust earning interest until a merger SPACs have filed to list their shares as still seeking mergers. Some see a
Square Tontine Holdings. is closed. If there is no deal in a pe- of Feb. 4, down nearly 76% from 171 shakeout coming in the sector.
They all have just months to find a riod—typically two years—investors SPACs for the same period in 2021.
deal or risk having to give investors get their money back. “If you buy a Blank-check companies are pro- Recent U.S. SPACs
back their money. If hundreds of SPACs have to re- moted as a way for retail investors to Yet to close merger
Some 602 SPACs, also known as turn money, that would be a signifi-
SPAC at $9.85 participate in buyouts that are usually
800 Total SPACs
Successful merger
blank-check companies, with a com- cant shakeout, says Evan Ratner, pres- and you get reserved for private equity or venture 600
bined $162.4 billion in funds, are cur-
rently out hunting for acquisitions,
ident of Levin Capital Strategies, a
New York money-management firm
$10, a yield capital. Retail investors can buy
shares of a shell-company SPAC once 400
according to data from SPAC Re- that has invested in SPACs. “This of 1.5% in a they begin trading, usually at a price
200
search. would be good for surviving SPACs, short period of $10 a share.
Illustration by Luisa Jung

“A number of SPACs will likely not because there will be less competition Many SPACs, however, haven’t
find merger targets and will expire for them to find acquisitions,” he says. is still very done well after going public. While 0
and return the cash in trust to inves- Pershing Square Tontine (ticker: desirable.” predeal SPACs would often trade at a 2020 ’21 ’22
tors because there are too many PSTH) called off its plan to buy 10% premium, for several dollars above
John Levin, CEO of Note: 2022 SPACs have yet to successfully
SPACs chasing deals right now,” says of Universal Music Group in July Levin Capital $10 a share, that is now rarely the merge with another company.
Justin Kotzin, a managing director and 2021. As a result, it now faces a July Strategies case. Of the class of 2020, about 75%, Source: SPAC Research
FUND PROFILE Ritchie Tuazon, President

American Funds Strategic Bond
From left: Co-managers David

Hoag, Ritchie Tuazon, and
This Bond
Damien McCann.
Fund Shuns
Mere Yield
By LEWIS BRAHAM
Y
ou can learn a lot about your bond fund by
looking at how it performed during the
pandemic market slide in 2020. If it pro-

vided ballast and stability to your portfolio,
it did its job. If it was just another source of
downside risk, it might be time to look for a
new fund.
By those metrics, the American Funds Strategic
Bond fund (ticker: ANBAX) is a great option. It was the
best-performing fund in Morningstar’s Intermediate
Core-Plus Bond Fund category during that dreadful first

quarter of 2020: It posted a 7.7% return, compared with
a 20% dive in the S&P 500. The average bond fund in
the category was down about 1% during the period,
while the worst funds fell as much as 15%.
This resilience is by design. “We’re trying to be a
bond fund that acts like a bond fund,” says Ritchie Tua-
zon, the fund’s president and lead portfolio manager.
“We don’t want to be equity in disguise.”
That means Tuazon and his co-managers, David
Hoag and Damien McCann—unlike many of their
peers—won’t load up on high-yield bonds, which are
highly correlated with stocks. “We don’t rely on yield to
generate the juice,” Tuazon says.
Instead, much of the $10.5 billion fund’s return comes
from anticipating which direction interest rates and infla-
tion are going. (Interest rates generally move inversely to
bond prices.) That approach has helped the fund beat
97% of its category peers in the past five years, with a
4.8% annualized return. The fund’s A-share class (AN-
BAX) has a 3.75% load that brokers such as Fidelity
waive, while other brokers such as Charles Schwab offer
the F-1 class (ANBEX) commission-free. The fund’s 0.72%
expense ratio is below the category’s 0.78% average.
Tuazon, 43, holds an M.B.A. from the Massachusetts
Institute of Technology and a master’s degree in public
Photograph by TRACY NGUYEN

administration from Harvard’s Kennedy ample, it will rise 3% in value if interest Scoreboard: Collateral Damage
School, where he studied macroeconomics. rates fall one percentage point, and vice (With war in the air, stocks tanked. The S&P 500 fell 2.09%, with emerging market funds plunging 6.52%,
In 2006, he started working at Goldman versa if rates rise. Currently, TIPS with six- dragged down by a Russian meltdown. Commodity funds, fueled by oil, gas, and wheat, rose 2.63%.
Sachs as a trader specializing in Treasuries to 10-year maturities are priced as if infla- One Week Year-to-Date
and interest-rate swaps—derivative con- tion will be 2.2%, or what Tuazon calls the
tracts that money managers use to profit off “five-year forward inflation rate.” U.S. STOCK FUNDS – 2.00% – 10.10%
TOP SECTOR / Commodities General Funds 2.63 14.20
the direction of rates. In 2011, he joined Tuazon says bond investors are underes- BOTTOM SECTOR / Emerging Markets Funds – 6.52 – 8.35
Capital Group, American Funds’ parent timating the amount of inflation and inter- S&P 500 – 2.09 – 10.02
company, first as a trader and then as an est-rate increases coming. In January, infla- U.S. BOND FUNDS – 0.34 – 3.13
Bloomberg Barclays AGG Bond – 0.19 – 3.69
analyst. In 2013, he became co-manager of tion accelerated 7.5% on an annual basis, a
the American Funds Inflation Linked 40-year high. The Federal Reserve is THE WEEK'S TOP 25
Bond fund (BFIAX), followed by Strategic widely expected to lift the federal-funds Fund Investment Objective One Week Year-to-Date
Bond, which launched in 2016. rate—the rate at which it lends to other
Kinetics SO & CR Inst / LSHUX GL Sm/Mid-Cap 6.17% – 9.3%
Tuazon stresses that every fund at banks—in mid-March, with some market Kinetics SC Oppty NL / KSCOX GL Sm/Mid-Cap 5.55 – 6.0
American is team-managed. He specializes participants predicting a half-point hike. Fairholme Fairholme / FAIRX Flexible Portfolio 4.67 – 2.1
in interest-rate plays, while McCann, 44, is Based on how bonds are currently PIMCO Comm RR Str Inst / PCRIX Commodities General 3.84 15.1
LoCorr Mkt Trend I / LOTIX Alt Mgd Futures 3.54 12.3
the corporate and high-yield bond expert priced, Tuazon says, “the market is antici- Kinetics Paradigm NL / WWNPX Small-Cap Growth 3.41 – 9.6
and Hoag, 56, specializes in municipal and pating the fed-funds rate to rise to almost PGIM Quant Cmd Strat R6 / PQCMX Commodities General 3.40 18.2
emerging market debt. They collaborate on 2%,” mostly in 2022. He, however, predicts Fidelity SAI Infltn Foc / FIFGX Commodities General 3.34 14.1
all portfolio decisions, with the help of it will end up at 3%: “We believe that the Vanguard Comm Strat Adm / VCMDX Commodities General 3.28 14.8
Catalyst/Millburn DCS I / DCXIX Commodities General 3.24 14.9
more than 50 bond analysts. Fed wants overall tighter financial condi- Crdt Suis Cmdty Rtn Inst / CRSOX Commodities General 3.22 15.8
The fund can invest in all kinds of bonds, tions, which would mean some combina- PIMCO Comm+ Strat I-2 / PCLPX Commodities General 3.19 16.7
though it can’t hold more than 35% of its tion of higher yield, wider credit spreads, a MFS Commodity Strat R6 / MCSRX Commodities General 3.12 15.6
TCW Enhcd Cmdty Str I / TGGWX Commodities General 3.09 14.8
assets in high-yield ones. Typically, it invests stronger dollar, and weaker equity prices.” Fidelity Cmmdty Strat / FYHTX Commodities General 3.05 15.6
only 10% to 15% there. Tuazon says the goal When Tuazon thinks rates will fall— Fidelity Srs Comm Str / FCSSX Commodities General 3.05 15.7
is for two-thirds of the fund’s return to come usually a sign of a weak economy—he in- Neuberger Alt Cm St Inst / NRBIX Commodities General 3.01 14.8
AQR Risk-Bal Comm Str I / ARCIX Commodities General 2.85 16.2
from macro rate and inflation positioning, creases the fund’s duration. But if he ex-
DFA Commodity Strat / DCMSX Commodities General 2.85 14.4
and one-third from micro credit-related bets. pects rising rates—which often occur in an Parametric Comm Str Inst / EIPCX Commodities General 2.85 14.3
The team is now bullish on Treasury in- overheated economy—he decreases it. The DWS Enh Com S Inst / SKIRX Commodities General 2.82 14.1
flation-protected securities, or TIPS, which fund typically has a duration of three years Columbia Comm Str I3 / CCFYX Commodities General 2.66 15.3
Gotham Short Strat Inst / GSSFX Alt Long/Short Eq 2.62 13.7
are U.S. government bonds whose principal above or below that of its Bloomberg U.S. Arrow Mgd Fut Str Inst / MFTNX Alt Mgd Futures 2.54 19.0
adjusts higher or lower in line with inflation. Aggregate Index benchmark. LoCorr Lng/Sh Comm Str I / LCSIX Commodities General 2.51 2.8
Tuazon likes TIPS across the duration Going into 2020, Tuazon was bearish on
curve. The longer a bond’s duration, the corporate bonds, since their valuations THE WEEK'S BOTTOM 10
more sensitive to interest rates it is. If a were at all-time highs relative to safer Trea- Fund Investment Objective One Week Year-to-Date
bond has a duration of three years, for ex- suries. The fund held a 57% Treasuries and Voya Russia A / LETRX Emerging Markets – 40.09% – 46.7%
TIPS position and had a duration 3.6 years T Rowe Price Int E Eur / TREMX Emerging Markets – 40.04 – 44.9
US Glbl Em Europe / EUROX Emerging Markets – 28.46 – 31.2

higher than the index. As the news about Morg Stan I NG EMkts I / MFMIX Emerging Markets – 13.91 – 25.1
American Funds Strategic Bond the pandemic worsened in March, he fur- GMO Em Mkts ExChina VI / GMAQX Emerging Markets – 11.22 – 12.8
Total Return ther increased the fund’s duration as he Virtus KAR Dev Mktg R6 / VDMRX Emerging Markets – 10.37 – 12.6
thought the market was underpricing the WP Intl Co Inc+ Inst / WPITX Intl Equity Income – 9.85 – 20.6
1-Yr 3-Yr 5-Yr
PIMCO RAE PLUS EMG Inst / PEFIX Emerging Markets – 9.55 – 6.7
ANBAX -0.3% 6.7% 4.8% risks of the virus, and he hedged his corpo- Ashmore EM Eq ESG Inst / ESIGX Emerging Markets – 9.46 – 14.3
rate-bond exposure. After both the Fed and GMO Emerging Mkts VI / GEMMX Emerging Markets – 9.45 – 9.6
Intermediate Core-Plus
Bond Category -3.0 3.5 2.9 U.S. government announced stimulus and
THE LARGEST 25
bailout programs, Tuazon reversed course. Assets 3-Year* 1-Week YTD
Top 10 Holdings Now, he is cautious again. The fund does Fund (billions) Investment Objective Return Return Return
Security / Maturity % of Net Assets
have 14% of its portfolio in high-yield American Funds Gro A / AGTHX $130.3 Large-Cap Growth 17.1% – 2.46% – 15.3%
U.S. Treasury Inflation-Protected
Security 0.125% / 2051
5.3% bonds, but those are hedged with credit-de- Fidelity Contrafund / FCNTX 117.1 Large-Cap Growth 18.1 – 1.55 – 14.3
fault swaps. The team bets on the outper- Vanguard Wellington Adm / VWENX 107.1 Mix Tgt All Gro 11.6 – 1.50 – 8.2
U.S. Treasury Inflation-Protected American Funds Bal A / ABALX 102.5 Mix Tgt All Gro 10.4 – 1.54 – 6.4
Security 0.125% / 2026
4.8 formance of individual bond picks rather Dodge & Cox Stock / DODGX 98.7 Multi-Cap Value 15.5 – 2.97 – 2.7
than the high-yield bond market overall. American Funds Inc A / AMECX 83.7 Mix Tgt All Mod 9.7 – 2.29 – 4.3
U.S. Treasury 1.75% / 2041 4.3 American Funds EuPc R6 / RERGX 83.5 Intl Large-Cap Growth 9.3 – 4.18 – 12.5
One example is the BB-rated debt of PIMCO Income Inst / PIMIX 82.3 Multi-Sector Inc 3.8 – 1.11 – 2.8
Capital Group Central Cash Fund 3.9 American Funds ICA A / AIVSX 77.1 Large-Cap Core 14.4 – 1.85 – 9.1
Charter Communications (CHTR). “It’s
American Funds Wash A / AWSHX 76.2 Large-Cap Value 13.7 – 1.89 – 7.5
U.S. Treasury 2.00% / 2051 3.9 one of the largest cable companies in the Fidelity SA US Tot Stk / FCTDX 71.6 Multi-Cap Core 17.1 – 2.06 – 9.7
U.S. Treasury Inflation-Protected
3.3
U.S., with a defensive business model,” Dodge & Cox Income / DODIX 69.9 Core Bond 4.0 – 0.44 – 4.0
Security 0.125% / 2031 American Funds CIB A / CAIBX 68.3 Global Equity Income 8.2 – 2.81 – 3.9
McCann says, noting that customers gener- American Funds FInv A / ANCFX 66.4 Large-Cap Core 13.7 – 2.71 – 9.6
U.S. Treasury 4.375% / 2039 2.9 ally pay their cable bills. An emerging mar- Vanguard PRIMECAP Adm / VPMAX 66.3 Large-Cap Core 14.6 – 2.47 – 8.5
American Funds NPer A / ANWPX 62.4 Global Large-Cap Growth 16.5 – 3.29 – 14.0
U.S. Treasury 1.875% / 2041 2.6 ket favorite is oil company Pemex, which Fidelity Str Adv LgCp / FALCX 61.7 Large-Cap Core 0 – 2.18 – 9.1
U.S. Treasury Inflation-Protected the Mexican government backstops, pro- American Funds CWGI A / CWGIX 59.3 Global Large-Cap Core 11.3 – 3.91 – 9.3
2.2 PIMCO Tot Rtn Inst / PTTRX 55.2 Core Plus Bond 3.5 – 0.36 – 3.9
Security 0.125% / 2031 tecting its credit quality. Vanguard Wellesley Adm / VWIAX 54.8 Mix Tgt Alloc Con 7.8 – 1.33 – 4.5
China, Series INBK, 2.68% / 2030 1.4 Mostly though, the team is playing de- Vanguard Sh-Tm Inv Adm / VFSUX 54.2 Short Inv Grade 2.4 – 0.25 – 2.3
Vanguard Div Gro Inv / VDIGX 54.2 Equity Income 15.6 – 1.89 – 7.4
fense. “The fixed-income landscape seems T Rowe Price BC Gro / TRBCX 51.9 Large-Cap Growth 14.9 – 1.43 – 16.7
Total 34.6%
very well picked over right now,” Tuazon MetWest Total Rtn I / MWTIX 50.7 Core Plus Bond 3.7 – 0.35 – 4.2
Note: holdings as of December 31. Returns through February 22;
says. When new opportunities arise, his Vanguard Intl Gro Adm / VWILX 50.5 Intl Large-Cap Growth 16.4 – 4.27 – 16.3
three- and five-year returns are annualized.
Sources: American Funds; Morningstar fund has the flexibility to seize them. B *Annualized 02/21/2019 to 02/24/2022. Through Thursday. Source: Lipper
I N C O M E I N V E STI N G
If you sold any physical gold or financial or derivative instrument where
gold is the underlying reference asset, or you bought gold put options
in transactions conducted over-the-counter or in whole or in part on
COMEX or on any other exchange in the United States between
January 1, 2004 and June 30, 2013, you may be affected by
two recent developments in class-action settlements.
First, there is now a new and additional proposed gold. If the Court gives final approval to all three
settlement (the “Third Settlement Agreement”) for Settlements, there will be a total of $152 million in
$50,000,000 reached with Barclays Bank PLC, The
Bank of Nova Scotia, Société Générale, and The
London Gold Market Fixing (the “Newly Settling
recoveries, and the case will come to an end.
Will I Get a Payment?
If you are a member of a Settlement Class and do
Look to the Energy Patch
For a Dividend Bonanza
Defendants”). Defendants deny any liability, fault,
or wrongdoing of any kind in connection with the not opt out from that class, you will be eligible
allegations in the Action. By entering into their to file a Proof of Claim and Release (“Claim
respective settlements, Defendants have not admitted Form”). The amount of your payment will be
to any such liability, fault, or wrongdoing, and nothing determined by the Plans of Allocation. Details
in the three settlement agreements or this Notice shall about the Plans of Allocation are available at
be construed as such an admission. www.GoldFixSettlement.com or by calling toll-
Second, in connection with earlier settlements totaling free 1-844-271-4787 (if calling from outside the
$102 million, class members were asked to exclude on United States or Canada, call 1-267-238-9078). A
By Carleton English but leverage in the energy sector has been
W
their claim forms positions opened and closed the same date for distribution of the Settlement Funds has not
day. You must submit a revised claim form to benefit been set. Claim Forms (new or revised) must be coming down for some time. Net debt to
from a proposed change that would instead allow such submitted by April 19, 2022. If you filed a claim hat was already earnings before interest, taxes, deprecia-
claims in part. You may also be heard to object to this in connection with the prior two settlements, that
proposed change, or the Plan of Allocation generally. information will be treated as a claim in connection going to be a tion, and amortization, or Ebitda, hovers
You may also exclude yourself from the earlier with the Third Settlement Agreement with no further challenging year around 1.5 times and is falling for many
settlements. Please see www.GoldFixSettlement.com action required on your part. for investors was of the companies that Dingmann covers.
for additional details. Revised claim forms are due by
April 19, 2022. What Are My Rights? further disrupted Roughly 20% of those companies are
If you are a member of a Settlement Class and by Russia’s inva- leveraged in excess of two times.
The United States District Court for the Southern do not opt out, you will release certain legal
District of New York (the “Court”) authorized this rights, as explained in the detailed Notices and sion of Ukraine. But these high yields are particularly
Notice. The Court has appointed the lawyers listed Settlement Agreements, which are available at But in a market that has been lacking in attractive to income-starved investors who
below to represent the Settlement Class in this Action: www.GoldFixSettlement.com. If you do not want certainty, income investors may want to haven’t been able to catch a break over the
Merrill Davidoff Daniel Brockett to take part in the original settlements you must opt take a look at energy stocks. past several years, with interest rates so
Berger Montague PC Quinn Emanuel out by April 19, 2022. If you do not want to take
1818 Market Street, Urquhart & Sullivan part in the Third Settlement Agreement, you must Energy has been the best-performing low. And their attention should only grow
Suite 3600 51 Madison Avenue opt out by April 19, 2022. You may object to the sector in the S&P 500 this year, with the now that hopes of a more hawkish Federal
Philadelphia, PA 19103 22nd Floor Third Settlement Agreement and/or application for Energy Select Sector SPDR exchange- Reserve boosting some sectors of the econ-
New York, NY 10010 an award of attorneys’ fees, payment of litigation
costs and expenses, and/or service awards for
traded fund (ticker: XLE) climbing 20%— omy—particularly financials—have been
Who Is a Member of the Settlement Class? far outpacing the 11% drop in the broader put on pause this past week, as Russia’s
The proposed Settlement Class includes: Plaintiffs for the Third Settlement Agreement. You
All persons or entities who during the period from
may also object to the Plans of Allocation. If you index. Even with those gains, investors still invasion of Ukraine makes it less likely
want to object, you must do so by June 24, 2022. have reason to pile into the sector—and not that the central bank will lift rates aggres-
January 1, 2004 through June 30, 2013, either (A)
Information on how to opt out or object is contained
sold any physical gold or financial or derivative
in the detailed Notices, which are available at just because of the impact of Russian ag- sively when it meets next month.
instrument in which gold is the underlying
reference asset, including, but not limited to, those www.GoldFixSettlement.com. Even if you filed gression on commodity prices. Earlier in February, Devon Energy
who sold (i) gold bullion, gold bullion coins, gold an opt-out request in connection with the prior two “We have been extremely positive on (DVN), which has a dividend yield of 5%,
bars, gold ingots or any form of physical gold, (ii) settlements, you must do so in connection with the energy as part of the reflation and recovery declared a record-high payout of $1 a share
gold futures contracts in transactions conducted in Third Settlement Agreement if you do not want to be
whole or in part on COMEX or any other exchange bound by its terms. trade,” Gene Goldman, chief investment based on its fourth-quarter performance. It
operated in the United States, (iii) shares in gold When Is the Fairness Hearing?
officer at Cetera Financial Group, tells added that 50% of excess free cash flow
exchange-traded funds (“ETFs”), (iv) gold call
The Court will hold a hearing at the United States Barron’s. He cites the sector’s strong balance will be returned to shareholders through a
options in transactions conducted over-the-counter
or in whole or in part on COMEX or any other District Court for the Southern District of New sheets, shrinking debt costs, and widening variable quarterly dividend. In addition to
exchange operated in the United States; (v) gold York, Thurgood Marshall United States Courthouse, profit margins as reasons for the optimism. its dividend hike, Devon said that it had
spot, gold forwards or gold swaps over-the-counter; 40 Foley Square, Courtroom 443, New York, NY
10007, on August 5, 2022 at 10:00 AM to consider Put another way, it’s the exact opposite increased its share-repurchase authoriza-
or (B) bought gold put options in transactions
conducted over-the-counter or in whole or in part whether to finally approve, among other things, the of what the industry faced in early 2016, tion by 60%, to $1.6 billion.
on COMEX or on any other exchange operated in Third Settlement Agreement, Co-Lead Counsel’s when oil was below $30 a barrel and many Pioneer Natural Resources (PXD)
the United States. application for an award of attorneys’ fees and smaller exploration-and-production com- is another stock for investors to watch.
The capitalized terms used in this Summary Notice expenses in connection with the Third Settlement
Agreement, and the Plans of Allocation. Given the panies found themselves on the brink of The Irving, Texas–based exploration-and-
if not defined herein are defined in the detailed
Notice of a New and Additional Proposed Class current COVID-19 situation, the Court currently bankruptcy. Since then, the industry has production company currently yields 2.5%.
Action Settlement (“Notice”) and the relevant expects to allow participants to attend in-person or learned to be profitable at $30 a barrel, Last quarter, it paid out 101% of its free
settlement agreements, which are available at www. remotely using the following dial-in information:
1-888-363-4749, using the access code 3121171, leaving even more room for it to return cash flow to investors and repurchased
GoldFixSettlement.com. If you are not sure if you
are included in the Settlement Class, you can get and the security code 2548. Class counsel, defense capital to shareholders as prices hover $250 million of stock, in what company
more information, including the detailed Notice, at counsel, and any objectors must attend in person. around $100 barrel. executives called “opportunistic” use of
www.GoldFixSettlement.com or by calling toll-free You or your lawyer may ask to appear and speak “What has certainly become the name capital, given the company’s low debt bur-
1-844-271-4787 (if calling from outside the United at the hearing at your own expense, but you do
States or Canada, call 1-267-238-9078). not have to. Any changes to the time and place of the game is shareholder value,” Neal den. It has since increased its share repur-
What is This Lawsuit and of the Fairness Hearing, or other deadlines, or Dingmann, an analyst at Truist, tells Bar- chase authorization to $4 billion.
What Do the Settlements Provide? the process for attending remotely, will be posted ron’s. The SPDR ETF currently yields While many of these announcements
This lawsuit alleges that the Defendants engaged to www.GoldFixSettlement.com as soon as
practicable.
3.9%, but when factoring in the sector’s come amid the backdrop of oil rushing to-
in anticompetitive acts that affected the market for
increasing capacity for dividends and buy- ward $100 a barrel or more, analysts still
For more information, call toll-free 1-844-271-4787 (if calling from outside the backs, the all-inclusive yield for some com- see healthy payouts if the price were to fall
United States or Canada, call 1-267-238-9078) or visit www.GoldFixSettlement.com. panies could be in excess of 7%, he says. in the $70-to-$80 a barrel range.
**** Please do not call the Court or the Clerk of the Court for Normally, such high yields would be of It might not be a good time to be an
information about the Settlements. **** concern to investors, who would wonder energy consumer, but it might be time to
if they would get stuck in a value trap, be an energy investor. B
T ECH T RADER
Russia accounts for less than 0.1% of global chip
purchases. Do you own a Russian computer, TV,
smartphone, or electric vehicle? Didn’t think so.
Tech Stocks Get

2008, when Russia invaded Georgia, Thursday, both Palo Alto Networks
you will find that the market ignored (PANW) and CrowdStrike Holdings
both events. And he doesn’t think that (CRWD) jumped more than 14%.
the current conflict is going to be any Needham analyst Alex Henderson
A Bear Scare. What

different. Neither economy is big points out in a research note that
enough to affect the average com- there is little evidence of cyberattacks
pany’s outlook. on the U.S. or Europe so far, but the
One trader sees logic in the Russians have been making threats.
Risks May Lie Ahead.

invasion-day rally in software, in What’s clear, Henderson adds, is that
particular. “Institutional investors we’re “entering a new, much more
are focused on software names, given hostile world, and that companies and
growth, quality, valuation compres- governments alike face new threats
sion, and a lack of risk from commod- and heightened risks.”
ity costs,” he told me via email. “Is an
invasion of Ukraine, and sanctions on Taiwan is worth worrying about.
O
n Thursday, as peak-to-trough decline in the Dow Russia, going to stop companies from As I’ve pointed out before, about 70%
Russian forces industrials was 36%. digitizing their businesses? And it will of the world’s chips are produced in
were pouring Of U.S. listed stocks with a market definitely force them to spend more to Taiwan. Recently, there have been
over the border cap above $5 billion, 75 are down prevent cyberattacks.” reports of increased incursions by
into Ukraine, 40%-plus since the market peak, Chinese warplanes in Taiwanese
the tech sector including some of the pandemic The chip industry risks seem over- airspace. Taiwan Semiconductor
briefly tumbled period’s biggest winners. Roblox blown. Russia and Ukraine supply Manufacturing shares (TSM) slid
into a bear market. Both the Nasdaq (RBLX), the online-gaming platform, gases and other materials used in semi- this past week on worries that the
100 and the Nasdaq Composite fell has plunged 63% since the market conductor production. Ukraine sup- world’s largest contract chip maker
enough that morning to extend their By Eric J. Savitz peak, despite an early lead in the plies most of the world’s neon used could be disrupted by any move by
cumulative declines from their No- emerging metaverse trend. Shopify in chip-making, for instance. But China to take control of the island
vember peaks to more than 20%. It (SHOP), the e-commerce software Citigroup analyst Atif Malik doesn’t while we are distracted by Ukraine.
was the first drop of that magnitude provider, is down 60% since the peak, expect any major disruption in the Those same worries spurred gains in
since March 2020, at the start of the amid concerns about growth as more semiconductor supply chain. My other stocks with chip capacity, in-
pandemic. shoppers return to physical stores. checks with Intel (INTC), Micron cluding Intel and GlobalFoundries.
Later that day, the stock market While the market’s wild swings Technology (MU), and Global-
staged an impressive turnaround. But might seem confusing, they make Foundries (GFS) find that they have The bear is just napping. Satori
I doubt that we’ve seen the last of the more sense than you think. Here are all made progress on both the stockpil- Fund’s Niles points out that during
bear. a few critical things to consider: ing of, and finding alternative sources the recession of 2007-09, there were
In 2020, the sharp, short bear for, major commodities. Russia, mean- 11 rallies of 10% or more—and 12
market turned out to be a spectacular The stock market doesn’t care while, accounts for less than 0.1% of declines of at least 15% each. Niles
buying opportunity, as the Federal about Ukraine. That sounds cold- global chip purchases, notes the Semi- has been trading the rally; he bought
Reserve and other central banks hearted, given the death and destruc- conductor Industry Association. Do one U.S.-listed Russian name at the
flooded the market with cash and tion at the hands of Vladimir Putin’s you own a Russian PC, smartphone, open on Thursday and sold it at the
interest rates dropped effectively to troops. But Dan Niles, founder of the TV, or electric vehicle? I didn’t think so. close for a 10% gain. But he adds
zero. The result sent high-growth Satori Fund, a tech-focused hedge that “this is not anywhere near over.”
tech stocks to dizzying heights. fund, points out that if you look back Cybersecurity stocks will keep At some point, the market will refo-
That was then; this is now. The at the market’s behavior in 2014, when rallying. No surprise to see security- cus on rising interest rates. His ad-
Fed is getting ready to shut the money Russia invaded Crimea, or software stocks on the rise. On vice? Pile up cash. B
spigot, telegraphing multiple rate in-
creases in 2022. The concern is that
we’re overheating. But it isn’t hard
to see why the bears lost their grip
on Thursday, and cash flooded in. Russia’s invasion of Ukraine doesn’t hurt
For one thing, that 20% tech bear
market actually understates the dam- the outlook for the tech sector much,
age. Cathie Wood’s ARK Innovation
although it has made cybersecurity stocks
Michael Nagle/Bloomberg
exchange-traded fund (ticker: ARKK)

is a fine proxy for what has befallen
high-growth tech. By early Thursday, more attractive. A bigger worry is Taiwan
the fund sat 45% below its November
highs. That’s an astonishing collapse: and looming interest-rate hikes.
In the 1987 stock market crash, the
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MARKET WEEK
February 21 through February 25, 2022
Euro Trader P. 34 Charting the Market P. 37

Emerging Markets P. 34 Commodities P. 38
Striking Price P. 35 Winners & Losers P. 39
Inside Scoop P. 36 Market View P. 40
13D Filings P. 36 Statistics P. 41
Power Play P. 36
MARKET PERFORMANCE DASHBOARD
Dow Jones Industrials S&P 500 Nasdaq Composite Energy Select Sector SPDR ETF
34,058.75
52-wk: +10.11% YTD: -6.27% Wkly: -0.06%
4384.65
52-wk: +15.05% YTD: -8.00% Wkly: +0.82%
13,694.62
52-wk: +3.81% YTD: -12.47% Wkly: +1.08%
$68.88
52-wk: +49.74% YTD: +24.11% Wkly: +1.22%
2%
Snapping Back
Russia invaded Ukraine on Thursday, but
1
the Dow averted a correction, reversing
an 800-point drop to end in the green.
Tech stocks, which started the day in 0
bear-market territory, led the comeback.
-1
High Hopes
Stocks rallied on Friday after -2
Russia signaled it was willing to
Wake-Up Call speak with Ukraine. The Dow
Russia moved troops into eastern Eyes on Ukraine rose 2.5%, while oil futures -3
Ukraine on Monday, and U.S. stocks Stocks fell across the board late dropped 1.2%.
dropped on Tuesday. The S&P 500 fell Wednesday afternoon, giving up the -4
1%, entering a correction for the first gains they had clawed back from the day
time in two years. The Dow dropped before. The S&P 500 fell 1.8%, off 11.9%
-5
1.4%, and the Nasdaq fell 1.2%. Oil from its record Jan. 3 close. The Nasdaq
futures touched a multiyear high. was down 2.6%.
-6
Tuesday Wednesday Thursday Friday Close
Source: Barron’s Statistics
S
tocks rose this past trial Average fell less than 0.1%. Joe Biden’s response “soft.”
THE TRADER week despite Russia

invading Ukraine—or
perhaps because of it.
It’s an odd moment for a “relief
rally,” and it might not last. Russian
bombings and troop movements
“He totally punted on that one,”
he said, noting that energy makes
up nearly half of Russia’s exports.
The risk of invasion amount to the worst-case scenario “Where’s the teeth in the sanctions?”
hung over markets for rather than the best-case scenario of a Brent settled at $97.93 on Friday, up
weeks, so the actual limited operation in Eastern Ukraine. 4.7% on the week. Oil companies with
Stocks Ride start of war may have shifted inves-

tors’ focus to the chances of a resolu-
Energy is at the crux of this con-
flict. Oil prices rose sharply when the
operations in Russia, including BP
(ticker: BP), Schlumberger (SLB), and
Out Initial tion. And some traders are clearly

betting that the Federal Reserve will
slow its tightening in response, giving
By Avi Salzman invasion began, with Brent crude
rising as high as $105 a barrel on
Thursday morning, the highest level
Exxon Mobil (XOM), fell more than
competitors when the invasion hap-
pened. Some investors say they are
Storm. Oil riskier assets a chance to rise more.
The Nasdaq Composite led the
since 2014. European natural-gas
prices jumped 60%. But prices of oil
looking to U.S. shale names that can
benefit from the rise in prices without
Is Still in the market’s rebound, rising 1.1% on the
week, as investors bet that tech
and gas eased hours later, as it be-
came clear that most Russian energy
as many geopolitical risks. Shale pro-
ducers entered 2022 with fewer price
Thick of It. stocks would outperform if the Fed is
less aggressive. The S&P 500 index
wouldn’t face sanctions, so global
supply will stay relatively high. Rob-
hedges than they have had in years.
“It is certainly an environment
rose 0.8% on the week. It’s still down ert Yawger, director of energy futures where we’re looking for opportunities,
8% this year. The Dow Jones Indus- at Mizuho Securities, called President particularly looking at exploration-
and-production companies,” Mike Morey, Home Depot offered a more cautious tone
chief investment officer at Integrity Viking about the year ahead. Lowe’s, in contrast,
Funds, tells Barron’s. His top holding is raised its guidance a couple of months after
Devon Energy (DVN), whose dividend providing its initial full-year outlook. Home
yield could soar to 10% this year, he says. Depot traded lower, while Lowe’s climbed.
He also likes Houston producers Mara- Lowe’s, at $219.18 a share, is no longer
thon Oil (MRO) and Coterra Energy the slacker brother of the pair. While previ-
(CTRA), which mostly produces natural ous management teams failed to catch up to
gas. If Coterra keeps paying dividends at Home Depot, that dynamic began to change
the same rate it did last quarter, its divi- when CEO Marvin Ellison took the reins
dend yield will be over 10%. of Lowe’s in 2018. Since then, the company
David Heikkinen, a managing director has made major strides in posting same-
at the Houston-based asset manager Pick- store sales and margins closer to Home
ering Energy Partners, likes APA (APA), Depot’s level.
the parent of oil producer Apache. APA has Lowe’s strong execution during the pan-
a diverse resource base, with operations in demic showed that its turnaround is truly
Europe’s North Sea and Egypt, as well as in working. And that improvement can pro-
the U.S. Heikkinen cites APA’s exposure to vide a boost now that things are—however
Brent crude, which is trading much higher fitfully—returning to normal.
than West Texas Intermediate, the U.S. “The revenue growth we saw in 2020
benchmark, because of the risk premium and 2021 simply can’t go on; consumer in-
from the Russian invasion. come isn’t growing as rapidly as these sales,
He also thinks that APA could see a and at some point they will normalize,”
larger benefit from oil price gains because its says Edward Jones analyst Brian Yar-
Earn Extra Income balance sheet is more leveraged than some

rivals’, and the stock has been a laggard of
late. It trades at just 5.3 times its expected
brough. “In a slower sales environment,
Lowe’s still has a lot of self-help levers to
pull for earnings growth. There’s still a lot
earnings over the next year, versus 10.5 of low-hanging fruit.”
Lending Your times for EOG Resources (EOG) and 10.3 While Home Depot, at $316.65 a share,
times for Pioneer Natural Resources is a well-oiled machine operating near peak
(PXD). “It’s a really cheap stock,” he says. margins, Lowe’s can keep playing catch-up:
Fully Paid Shares Investors have avoided energy stocks for

years, but an imbalance between supply
and demand has become increasingly lu-
from gains among construction pros (Home
Depot’s longtime domain) to a newly
announced partnership with Instacart.
crative for producers. That had escaped Those improvements can help fuel
Starting at $0 Commissions many investors’ attention, but with the
Ukraine shock, Heikkinen notes, “you’ve
growth at a time when home-improvement
retailers are facing difficult comparisons.
on US listed stocks and ETFs1 now got that trigger.” Not only is the Covid threat seemingly
winding down, leading to more spending
Lowe’s Seeks Home Depot Highs away from home, but we’ll soon lap one
The market rewarded former laggard year since the last government stimulus
Lowe’s (LOW) and not its rival Home checks were mailed.
Depot (HD) following earnings reports We argued much the same last spring.
this past week from both retailers. It was Lowe’s stock has climbed nearly 40%
right to do so. since that article ran, but the catalysts are
Lowe’s and Home Depot each delivered still in place. “People continue to be sur-
better-than-expected quarterly results, but prised by the momentum in the [home-im-
ibkr.com/earnmore Vital Signs

Friday's Week's Week's
Close Change % Chg. Close Change % Chg.
DJ Industrials 34058.75 -20.43 -0.06 Barron's Future Focus 949.46 +5.39 +0.57
DJ Transportation 15207.21 +236.24 +1.58 Barron's Next 50 2803.47 +21.73 +0.78
DJ Utilities 938.25 +22.48 +2.45 Barron's 400 1014.28 +9.50 +0.95
DJ 65 Stocks 11478.45 +83.31 +0.73 Last Week Week Earlier
Interactive Brokers Rated #1 ... Again DJ US Market 1082.69 +9.91 +0.92 NYSE Advances 1,751 1,472
Best Online Broker 2021 by Barron’s* NYSE Comp. 16427.96 +35.63 +0.22 Declines
Unchanged
1,822
92
2,101
91
NYSE Amer Comp. 3897.71 +169.17 +4.54
S&P 500 4384.65 +35.78 +0.82 New Highs 86 110
S&P MidCap 2661.60 +29.11 +1.11 New Lows 947 735
Member - NYSE, FINRA, SIPC – *Interactive Brokers rated #1, Best Online Broker
S&P SmallCap 1310.76 +12.84 +0.99 Av Daily Vol (mil) 5,482.0 4,509.4
according to Barron’s Best Online Brokers Survey of 2021: February 26, 2021. For more
information see, ibkr.com/info - Barron’s is a registered trademark of Dow Jones & Co. Nasdaq 13694.62 +146.56 +1.08 Dollar (Finex spot index) 96.54 96.04
Inc. [1] IBKR Lite provides commission-free trades in US exchange-listed stocks and ETFs Value Line (arith.) 9418.64 +93.98 +1.01 T-Bond (CBT nearby futures) 152-08 153-01
routed to select market makers. IBKR may charge non-commission related fees. For Russell 2000 2040.93 +31.60 +1.57 Crude Oil (NYM light sweet crude) 91.59 91.07
more information, see ibkr.com/liteinfo 03-IB21-1440 DJ US TSM Float 44516.75 +414.46 +0.94 Inflation KR-CRB (Futures Price Index) 264.44 263.62
Friday's Week's Week's Gold (CMX nearby futures) 1886.50 1898.60
Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
Health Care 2.78%

Utilities 2.04
Technology 1.78
Oil & Gas 1.49
Industrials 1.22
Basic Materials 1.10
Telecommunications 0.57
Financials 0.20
COMMUNICATIONS SERVICES SECTOR

–0.85 Consumer Services
–1.57 Consumer Goods
OF THE S&P 500 IN ONE ETF

Source: S&P Dow Jones Indices
provement] businesses, but it has been straints ease. Walsh’s price target is $38 a
very consistent,” says Gordon Haskett share, almost 30% above recent levels.
Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
analyst Chuck Grom. He has a Buy rating Industrial stocks were beating the mar-
and a $275 price target on Lowe’s. ket before Ukraine. There’s no reason for
Home improvement has room to grow that to change. — Al Root An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a
because housing can remain strong for prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the
years to come, aided by millennial house- Bitcoin Fails the Safe-Harbor Test prospectus carefully before investing.
hold formation and permanent gains in The story that Bitcoin was “digital gold” All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification risks, which generally
remote work. Those factors, along with always looked flimsy. The threads holding results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
Lowe’s upbeat outlook, take some of the it together frayed further as war broke out. The S&P 500 is an index of 500 common stocks that is generally considered representative of the U.S. stock market. You cannot invest directly in an index.
worry out of postpandemic sales. Actual gold is proving its mettle, while ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
Moreover, trading at 16.4 times forward Bitcoin is withering on the digital vine.
earnings, Lowe’s is cheaper than Home Both gold and Bitcoin are perceived as a
Depot, at 19.8 times. “store or value” against inflation. Each ben-
That’s not to say investors should count efits from scarcity. If governments depreci-
Home Depot out of the running. It will ben- ate their currencies by running up debts
efit from the same trends as Lowe’s, and its and printing money, the story goes, Bitcoin
best-in-class operations haven’t wavered. could serve as a bulwark against inflation

Both stocks may not do much, near- and loss of purchasing power—even taking
term. Investors will be waiting for their some of gold’s market share.
next quarterly updates in May, when we’ll Yet Bitcoin’s high volatility and ailing
also have more data about how housing
fared during the crucial spring selling sea-
price make it increasingly hard to accept it
as more than a speculative bet. It tumbled Manage Your Barron’s
Account Online
son. But more gains do seem attainable. 10% on the day that Russia invaded
— Teresa Rivas Ukraine. Gold futures, in contrast, rose to
$1,976 an ounce, their highest level since
A Call to Industrials late 2020. The precious metal is ahead 3%
Plenty of industrial stocks offered inves- this year, while Bitcoin remains 43% below Update your account details any time.
tors good value and potential gains enter- ita peak price last November. Ever a safe It’s quick and easy.
ing 2022. The Ukraine conflict doesn’t harbor, gold next may go sideways. Price
change that, but it will make investors gains from a crisis often fade quickly. RBC • Place delivery holds
re-evaluate some sectors. Capital Markets’ “high scenario” for gold is • Change an address
For example, higher oil prices will lead only $2,000 through 2023, up just 4% from
• Report an issue
investors to look harder at companies that recent prices.
sell into energy end markets. Still, economic fallout from Europe
• Update your payment information
Pump and valve maker Flowserve should benefit gold far more than Bitcoin. • Reset your password and more
(FLS) is on a “shortlist of industrial stocks Two ways to track the metal’s price are the
with leverage to [oil and gas] commodities,” VanEck Gold Miners exchange-traded
Credit Suisse analyst John Walsh recently fund (GDX), holding a basket of mining Explore now at customercenter.barrons.com
wrote. Roughly a third of Flowserve sales stocks, and the SPDR Gold Shares ETF
come from the oil-and-gas sector. (GLD), a fund that aims to track the spot
The shares dropped 6% this past week price. The former provides dividend income
because of continued supply-chain chal- with a 1.6% yield. The latter is a bet that
lenges related to Covid. Walsh sees those gold’s days aren’t nearly as numbered as © 2022 Dow Jones & Co., Inc. All rights reserved. 2E7838
problems reversing as Covid-related con- Bitcoin’s advocates believe. — Daren Fonda
EUROPEAN TRADER E M E R G I N G M A R K E TS
A Postpandemic Barco Russia Takes Hit With
Has a Vision for Success Nord Stream 2 Shutdown
By Rupert Steiner in cinema, and because of a new video- By Craig Mellow had warm heating seasons, freeing up
conferencing product that’s well-suited to liquefied-natural-gas supplies as an alter-
S V
hares in Belgian digital imaging hybrid work. ladimir Putin’s armies clearly native to Russia. Prices have dropped by a
and projection company Barco Reid was referring to ClickShare, hold the upper hand on the quarter since late December, though they
have fallen off a cliff since the Barco’s line of wireless equipment that Ukrainian battlefield. Econom- are still quadruple pre-2021 averages.
beginning of the pandemic be- automatically connects laptops and mobile ically, Russia shot itself in the Putin’s military moves should speed
cause many businesses it sells to were phones to audiovisual displays in offices, foot before the fighting started. LNG growth, particularly in Germany,
staggered by Covid-19 related problems. enabling individuals to easily participate State-owned natural-gas monopolist where environmental concerns have
But Barco’s fundamentals remain in meetings in person or remotely. Gazprom (ticker: GAZP.Russia), and a hamstrung projects. “We may be wit-
strong. And the collapse of its shares half-dozen Western partners, spent three nessing the beginning of the end of
B
(ticker: BAR.Belgium), which plunged arco, which has a market value years and $11 billion laying the Nord Europe’s umbilical relationship with
from a high of 33.86 euros ($38.50) in Feb- of €2.18 billion, began in 1934 Stream 2 pipeline between Siberia and Russian gas,” says Simon Flowers, chief
ruary 2020 to €13.46 last year, offered a assembling radios with compo- Germany, for one main reason: to shift analyst for energy consultant Wood
buying opportunity. It continues, even nents from the United States. gas exports away from Ukraine. Mackenzie. “The Ukraine invasion
though they’ve recovered to €21.30. Its name is short for Belgium American Chancellor Olaf Scholz abruptly sank appears to be the last straw.”
Barco’s entertainment division, ac- Radio. those plans, halting final approvals that Shares in Gazprom’s Nord Stream 2
counting for 38% of revenue, produces Today, the company employs more had looked like a slam dunk. The Ger- partners were hammered on Scholz’s
projection equipment for cinemas, festi- than 3,000 workers. It fetches 32.4 man leader, who was pegged as the move, including Shell (SHELL.Nether-
vals, and live events. Prior to the pan- times this year’s expected earnings, and West’s arch-Russia dove, acted as soon lands), German energy giant Uniper
demic, Barco appeared likely to benefit is valued in line with its peers. Despite a as Putin recognized the breakaway Do- (UN01.Germany), and Austria’s OMV
from theaters that were replacing old profit warning in December that was netsk and Luhansk “People’s Republics.” (OMV.Austria). U.S. LNG exporter Che-
Xenon lamp projectors with its digital largely due to supply-chain issues, sales He didn’t wait for Moscow’s assault, niere Energy (LNG), already a hot stock,
laser equipment. Instead, consumers for 2021 hit €804 million, up 4% from or President Joe Biden’s promised “dev- jumped another 10% in two sessions.
streamed films at home, and there were 2020’s. Barco’s Ebitda for 2021 was astating” sanctions. “Honestly, I was sur- Qatar, the No. 2 LNG producer, has
concerns whether some heavily indebted €58.5 million, up from €53.6 million in prised the government acted so quickly,” penciled in a 40% increase in capacity by
movie-theater groups would survive, 2020, but well off 2019’s €153 million. says Marcel Dirsus, a fellow at Kiel Uni- 2026 through a megafield co-developed
which weighed on Barco’s stock. “While still dealing with uncertainties, versity’s Institute for Security Policy. with Japanese engineering conglomerate
Those fears proved unfounded, and we start the year with a strong order Nord Stream 2 offered a more direct Chiyoda (6366.Japan) and France’s
the ranks of movie theaters are actually book, solid balance sheet, and believe we route from Russia’s rich new Arctic gas TechnipFMC (FTI). That could leapfrog
growing again. New builds in the Middle are in a good position to resume execut- fields to European customers. But the No. 1 Australia, whose industry is con-
East and China could increase the num- ing toward our long-term financial objec- chief impetus was political. “This was trolled by global majors like Chevron
ber of global screens to 240,000 from tives,” said co-CEOs An Steegen and never needed from a capacity perspec- (CVX), Shell (again), and native champion
200,000, according to Berenberg analyst Charles Beauduin in a statement when tive,” says Hanns Koenig, a Berlin-based Woodside Petroleum (WPL.Australia).
Trion Reid, citing Barco management in a earnings were posted in February. consultant at Aurora Energy Research. Europe won’t wean itself tomorrow off
December note. Barco has up to a 60% Entertainment is only a part of the “It was a way of going around Ukraine.” Russian gas, which accounts for a third
market share in Chinese cinemas. business. Barco has a healthcare arm that Unless it takes control of Ukraine, Mos- of its consumption. Fast-growing Asian
That should boost earnings. In a Febru- produces high-definition screens that cow would have to negotiate transit with economies are lining up for more LNG
ary note, Reid forecasted that revenue for surgeons use during operations to live- its neighbor again by late 2024, when supply, and renewables have proved their
the first half of 2022 could increase 20%. stream audio and video to specialists and current contracts expire. That or lose a short-term limitations this year. Whatever
The company’s earnings before interest, record content. Other screens are used in third of its export capacity to the West. new sanctions are in the offing, Europe
taxes, depreciation, and amortization, or diagnostics devices for radiography, den- If Russia was hoping to freeze Western will try to structure them to keep gas flow-
Ebitda, margin is expected to exceed the tal procedures, and pathology. Europe into submission this winter, it ing, predicts Mitch Jennings, senior oil
7.3% generated in full-year 2021. Reid esti- During the pandemic, health authori- broadly failed. Despite bumper prices, and gas analyst at Sova Capital in Moscow.
mates that Barco shares could rise about ties diverted funds to deal with Covid. But Gazprom has kept existing pipelines well Dependence is mutual, however. Rus-
27%, to €27, while KBC Securities has a investments to upgrade operating- room below capacity. It’s meeting long-term sia’s gas exports to China were less than
more modest €23.50 price target. technology are expected to return. Barco contracts, but selling little on spot mar- 5% of European sales last year, despite
As Reid wrote, the postpandemic out- says that its healthcare group will expand kets. Western customers withstood this years of talking up an energy pivot to the
look for Kortrijk, Belgium-based Barco is to a third of sales and almost half of earn- squeeze partly through good luck with east. Putin may live to regret throwing
bright because of the larger opportunities ings before Ebitda. B the weather. Both Europe and Asia have away Nord Stream 2. B
T H E ST RIKING PRICE
Monetizing fear to acquire blue-chip stocks has
historically been a good idea for long-term
investors. Now is the time to act—and here’s how.
Profit From Fear With a Equity Options
Laddered-Strike Strategy CBOE VOLATILITY INDEX

VIX Close VIX Futures
35
THE EQUITY-ONLY PUT-CALL RATIO
Put-Call Ratio S&P 500 Index
160
30 130
By Steven M. Sears ing any price to buy puts, which increase in

25 100
value as stock prices decline. Such price
B
uy fear. insensitivity is often a bullish sign for
Should the shooting war in stocks. 20 70
Ukraine drag on, stock prices will Hedging has occurred since late sum-
likely tumble—and perhaps stay mer, first among the most-sophisticated A M J J A S O N D J F 15 M A M J J A S O N D J F 40
there for a while—and bearish options pre- investors. Now it is so widespread that it is Daily Values Source: CBOE Source: McMillan Analysis Corp.
miums will likely surge. even appearing in news reports.
The combination of battered equities If all of the market machinations had to SPX SKEW NDX SKEW
and elevated implied volatility should pres- be reduced to a simple phrase, remember Implied volatility % Implied volatility %
ent long-term investors with opportunities this jingle: When the VIX is high, it’s time 16% 13%
to increase positions in stocks that they to buy. Let VIX above 30 be your trigger.
15 12
own, or to establish positions in stocks Everyone likely has a list of stocks that
they have waited to buy as prices rallied they want to buy at the right price, or that 14
11
ever higher. they want to own more of. Until recently, 13
When options premiums are plump, as buying stocks meant trading at the top, or 10
12
happens when volatility increases, and near the top, of historically high prices. 9
11
stocks are weak, sophisticated investors But the expectation of rate hikes, and now
often sell bearish puts to buy stocks. Puts geopolitical concerns, has more than 10 8
give holders the right to sell an underlying muted the market’s momentum. 9 7
M A M J J A S O N D J F M A M J J A S O N D J F
security at a specified price before a set Rather than picking a single price point Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
date. to trade, investors can ladder strikes. The Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference
Selling puts to investors who want to, or strategy entails selling puts with different between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher
readings are bearish.
must, hedge stocks allows you to profit strike prices to position to buy at lower
from the fear that is bullying the stock and lower prices. Consider using the Week's Most Active
market. The strategy is an options-centric SPDR S&P 500 exchange-traded fund Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
variation of buying low in one market and (ticker: SPY). New Jersey Resources NJR 2839 2794 45 92 83 30.9
selling high in another. Long-term investors who want to take Quad/Graphics QUAD 17895 17854 41 592 12 30.2
The Cboe Volatility Index, or VIX, is advantage of short-term market volatility Meritor Corp. MTOR 15423 3874 11549 848 94 18.2
CoStar Group CSGP 31547 7353 24194 1948 98 16.2
already elevated. The market’s fear gauge could sell puts that expire in one month Russia 3x Bull ETF RUSL 15591 8768 6823 1048 100 14.9
was recently around 28, up some 65% since and that are, say, 5%, 7%, or 10% below Legend Biotech LEGN 11455 5493 5962 788 84 14.5
the start of the year. Investors should use the ETF’s stock market price. CDK Global CDK 8597 8440 157 628 63 13.7
the VIX as a proxy for the implied volatility Should the ETF snap higher, investors Taiwain ETF EWT 73979 2962 71017 5744 96 12.9
Tenneco TEN 49691 27564 22127 3952 67 12.6
levels of S&P 500 stocks. can keep the premium. Should the ETF be Rackspace Technology RXT 31136 5618 25518 2624 65 11.9
Stay alert. When the VIX is above 30—a below the put strikes at expiration, inves- South Jersey Industries SJI 4920 1194 3726 452 0 10.9
level that often denotes meaningful fear tors are obligated to buy the ETF. Wheat (commodity) ETF WEAT 77778 75761 2017 7616 99 10.2
Steve Madden SHOO 7412 5789 1623 740 41 10.0
about what will happen to stocks over the The trade expresses confidence in Ameri-
CBRE Group CBRE 41172 39298 1874 4232 65 9.7
next 30 days—bearish options-selling strat- can ingenuity and industry, which are some Houghton Mifflin Harcourt HMHC 8271 5419 2852 880 42 9.4
egies become more attractive than usual. of the greatest forces the world has ever Flotek Industries FTK 22942 20793 2149 2992 77 7.7
The VIX’s increase reflects the S&P seen. Our leading stocks have long led the Dana Inc. DAN 8669 7348 1321 1152 53 7.5
Russell 1000 Value ETF IWD 12842 1890 10952 1832 61 7.0
500’s fall of more than 9% from its early world. Monetizing fear to acquire blue-chip Overstock.com OSTK 196880 118336 78544 27972 46 7.0
January high, general consternation about stocks has historically been a good idea for Russia ETF RSX 551098 262481 288617 84220 100 6.5
Russia’s invasion of Ukraine, and the Fed- long-term investors. B This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the
eral Reserve’s expected plans to begin to unusually heavy trading in these options might be a predictor of corporate activity – takeovers, earnings surprises, earnings pre-
announcements, biotech FDA hearings or drug trial result announcements, and so forth. Dividend arbitrage has been eliminated. In
normalize monetary policy at its March Steven M. Sears is the president and chief oper- short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to
their usual pricing levels. Furthermore, many of these situations may be rumor-driven. Most rumors do not prove to be true, so one
15-16 meeting. ating officer of Options Solutions, a specialized should be aware of these increased risks if trading in these names
The more the VIX rises, the more expen- asset-management firm. Neither he nor the firm Ratio is the Tot Vol divided by Avg Tot Vol. IV %ile is how expensive the options are on a scale from 0 to 100.
sive puts should become, as investors will has a position in the options or underlying securi- Source: McMillan Analysis
likely rush to hedge their stocks, often pay- ties mentioned in this column.
IN SIDE SC OOP
ValueAct retains a 6.1% interest in POWER PLAY
Seagate Technology. Partner Dylan
Macy’s Is
Haggart represents ValueAct on
Seagate’s board.
Staying
Newell Brands (NWL)
Icahn Capital lowered its holding
Bill Gates Scoops Up More

in the maker of consumer goods to
34,639,572 shares. On Feb. 21, Icahn
Capital executed a block-trade sale
of 10,634,184 Newell Brands shares Together
Republic Services Stock
at a price of $25.86 each. The move
cut nearly a quarter from Icahn’s
Newell stake, which now stands at By CARLETON ENGLISH
A
8.4%. Shares of Newell Brands, the
parent of brands such as Rubber- ctivist nudging appears
maid, Calphalon, Sharpie, and to have put Macy’s on a
By ED LIN through Feb. 24 for a million more Paper Mate, have been resilient in stronger footing.
W
Republic shares, at a per share aver- 2022; they are up about 8% while Macy’s (ticker: M)
aste-management age price of $116.95, according to a the S&P 500 index entered correc- announced this week
company Republic filing with the Securities and Ex- tion territory. that it wouldn’t be spin-
Services has been change Commission. He made the Bill Gates, already ning off its e-commerce
down in the dumps purchase through his investment ve- the largest Custom Truck One Source business—something that activist
this year, but its larg- hicle, Cascade Investment, which now Republic Services (CTOS) investor Jana Partners had been
est shareholder, Bill owns 110 million Republic Services shareholder, paid Blackstone (BX) liquidated its advocating. But Wall Street took
Gates, just bought shares, a stake of more than 34%. $117 million to buy position in the commercial truck the news in stride, appreciating
more shares. Cascade declined to comment on the dip in and heavy-equipment distributor. comments from management that
Republic Services stock (ticker: the stock purchase. It last purchased the waste- Blackstone sold 1,848,446 Custom showed a sharper focus on enhanc-
RSG) has slid 14% year to date, after Republic Services stock in March management Truck One Source shares pursuant ing its omnichannel strategy.
soaring 45% in 2021. In comparison, 2021, when it paid $1 million for company’s stock. to Rule 144 on Feb. 16 at a price of Macy’s stock climbed as much
the S&P 500 index has slipped 9% 10,055 shares, at an average price $8.07 apiece. Blackstone gave no as 9% early Tuesday when the de-
this year, after rising 27% last year. of $99.44 each. reason for the liquidation. Custom partment-store chain announced its
Republic Services shares have been Baird analyst David J. Manthey cut Truck One Source stock has had plans in conjunction with fourth-
weak since the company announced his Republic Services 2022 earnings- its ups and downs in the past 12 quarter earnings. The gains were no
on Feb. 9 that it had agreed to buy US per-share estimate to $4.60 from months, but it ends that period small feat in a volatile market.
Ecology (ECOL), a hazardous-waste $4.76 after the fourth-quarter report. nearly flat. In November, the com- Just three months ago, Macy’s,
disposal company, for $2.2 billion. He kept a Neutral rating on the stock, pany priced a secondary offering urged on by Jana Partners, hired
Then, a day later, Republic reported with a $130 price target. “[W]e believe of 12.3 million shares at $8.50 each; turnaround consultant AlixPart-
lackluster fourth-quarter earnings. in-line performance is most likely for Blackstone was the selling share- ners. While many on Wall Street
Gates, a co-founder of Microsoft Republic Services [stock] near term,” holder in that offering. cheered the suggestion, it was met
(MSFT), paid $117 million from Feb. 18 Manthey wrote in a report. B with some skepticism, given how
ReNew Energy Global interconnected the e-commerce and
(RNW) bricks-and-mortar stores are.
Goldman Sachs Group (GS) exe- Ultimately, following the Alix-
cuted a pair of private transactions Partners review, Macy’s found that
Increases in represents just 4.3% of all of Qual-

trics’ tradable stock.
with the Canadian Pension Plan
Investment Board that slashed
there would be too much “execution
risk” in separating its e-commerce
Holdings Goldman’s holding of the energy

company to 16,133,476 depositary
business. But undertaking the re-
view also revealed Macy’s initiatives
Qualtrics International Decreases in These disclosures are

from 13Ds filed with
receipts. On Feb. 23, the Canadian
Pension Plan purchased 18 million
that could be accelerated, particu-
larly in its digital offerings, Macy’s
(XM)
Holdings Class A and 3.4 million Class C Chief Executive Jeff Gennette said
the Securities and
Exchange Commission.
Silver Lake lifted its interest in 13Ds are filed within
ReNew Energy depositary receipts on a call with analysts.
the cloud-software company to 10 days of an entity’s at a price of $6.50 each through an Macy’s expects fiscal-2022 sales
24,310,901 shares. From Jan. 31 Seagate Technology attaining more than agreement dated Feb. 11. Also on to range from $24.5 billion to $24.7
5% in any class of a
through Feb. 22, Silver Lake bought Holdings (STX) company’s securities. Feb. 23, through a separate agree- billion—roughly on par with 2021.
572,404 Qualtrics Class A shares ValueAct Capital reduced its posi- Subsequent changes ment dated Feb. 16, Goldman Sachs But investors appear pleased with
at prices no higher than $29 each, tion in the data-storage hardware in holdings or inten- sold another 9.1 million Class C Macy’s online commitment.
tions must be re-
starting at $27.56 apiece. Following company to 13,437,070 shares. From ported in amended ReNew Energy depositary receipts Meanwhile, Jana appears to
the fresh investment, Silver Lake Feb. 17 through Feb. 22, ValueAct sold filings. This material is to the Canadian Pension Plan for have sold down much of its stake.
from Feb. 17 through
holds 16.5% of Qualtrics’ outstand- 2,050,000 Seagate Technology shares Feb. 23, 2022. Source:
the same price. Goldman Sachs is It held 760,780 Macy’s shares at
ing A shares. When accounting for at per share prices ranging from $108 InsiderScore.com left with a 5.7% interest in ReNew the end of 2021, compared with 4.6
all share classes, Silver Lake’s stake to $109.06. Following those sales, a Verity company. Energy’s Class A shares. million shares as of Sept. 30 of
that year, according to regulatory
filings. B
Charting the Market

A graphic look at selected stock activity for the week ended February 25, 2022 n Edited by Bill Alpert
YANDEX N.V. IRONNET MECHEL PAO ADR CHENIERE ENERGY
YNDX (NASD) •18.94 •-25.81 45 IRNT (NYSE) • 6.11 • 2.42 7 MTL (NYSE) • 2.25 • -1.36 5 ROKU (NASD) • 129.25 •13.23 140
 Russia’s invasion of 37  With cyberattacks accom- 6  Traders ditched depositary 4  Questions about Russia’s 133
Ukraine, and the West’s pu- 29 panying Russia’s air and land 5 receipts of Russian busi- 3 oil-and-gas exports spurred 126
Holiday
Holiday
Holiday
Holiday
nitive sanctions, sank Russia 21 assault, investors bid up cy- 4 nesses, such as this coal and 2 buying of this liquid natural- 119
stock ETFs and U.S. listings, 13 bersecurity stocks, including 3 metal supplier, website oper- 1 gas supplier’s shares. But 112
such as this Dutch-domiciled M T W T F IronNet, Palo Alto Net- M T W T F ator Ozon Holdings, and re- M T W T F BP’s Rosneft energy invest- M T W T F
operator of Russian websites. works, and CrowdStrike. cruiter Headhunter Group. ment unsettled BP stock.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
89 52 6 141
74 42 5 123
59 32 4 105
44 22 3 87
29 12 2 69
14 2 1 51
Volume in Millions Volume in Millions Volume in Millions Volume in Millions

130 148 18 18
65 74 9 9
0 0 0 0
F M A M J J A S O N D J F F M A M J J A S O N D J F F M A M J J A S O N D J F F M A M J J A S O N D J F
FARFETCH FOOT LOCKER ETSY CARVANA

FTCH (NYSE) • 20.92 • 4.57 23 FL (NYSE) • 29.07 • -13.12 45 ETSY (NASD) •148.94 • 21.64 154 CVNA (NYSE) •152.57 • 26.17 158
 The online seller of luxury 20  Despite a 7% rise in Jan- 40  The craft-selling website’s 142  Sales doubled in the used- 145
goods reversed some of last 17 uary-quarter sales, the ath- 35 revenue rose 16% in its De- 130 car online dealer’s December 132
Holiday
Holiday
Holiday
Holiday
year’s share drop by report- 14 letic wear retailer’s earn- 30 cember quarter. Profits rose 118 quarter. A $1.02-a-share loss 119
ing a smaller-than-expected 11 ings slid 16%. And sales this 25 14%. Some analysts eased 106 exceeded forecasts, and car 106
M T W T F M T W T F M T W T F M T W T F
December-quarter loss. It year could fall 4% to 6%, as price targets, however, as ac- supplies are strained—but an
said it’s discounting less. comp-store sales slide. tive buyer growth slows. acquisition cheered traders.
72 69 316 380
60 60 274 325
48 51 232 270
36 42 190 215
24 33 148 160
12 24 106 105

80 48 40 26
40 24 20 13
0 0 0 0
ZSCALER OPENDOOR TECHNOLOGIES OVERSTOCK.COM MONDAY.COM

ZS (NASD) • 221.85 • -33.37 268 OPEN (NASD) • 8.44 • -2.27 14 OSTK (NASD) • 53.98 • 14.27 57 MNDY (NASD)•155.24 •-39.52 200
 Although revenue grew 252  Quarterly revenue leapt 12  The online clearance web- 51  While reporting a 91% rise 180
63% in the cybersecurity 236 15-fold for the digital home 10 site reported nearly double 45 in December-quarter sales, 160
Holiday
Holiday
Holiday
Holiday
firm’s January quarter, and 220 buyer, and Opendoor claimed 8 the December-quarter profit 39 and a narrower-than-ex- 140
cash earnings rose by a 204
break-even operating results. 6
expected—and said that mar- 33
pected loss, the enterprise 120
third, Wall Street had ex- M T W T F Investors worry about gross M T W T F ket operator ICE will invest M T W T F communications-software M T W T F
pected even bigger numbers. margins and rising rates. in its crypto broker. firm’s guidance disappointed.
380 36 114 455
332 30 98 364
284 24 82 273
236 18 66 182
188 12 50 91
140 6 34 0

24 124 60 10
12 62 30 5
0 0 0 0
The charts record the net change in share price, the high, low and closing trades, and share volume for companies with noteworthy stock activity last week. In addition, the graphs depict last week’s daily price activity in detail. The
dotted line on some graphs denotes the stock’s 200-day moving average; lack of a moving average means the shares have traded for less than that time period.
TO ADVERTISE, CALL 1-800-366-3975
COMMODITIES
LEGAL NOTICES
AB PRIVATE CREDIT INVESTORS CORPORATION

Notice of Offer to Purchase for Cash Up to 795,163.7Shares of its Common Stock at a Purchase Price Per
Share of Common Stock Equal to its Net Asset Value per Share as of March 31, 2022
THE OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT 5:00 P.M., NEW YORK CITY TIME, ON
March 31, 2022, UNLESS THE OFFER IS EXTENDED OR WITHDRAWN.
Russia’s Attack of Ukraine
Could Keep Oil Higher
AB Private Credit Investors Corporation, an externally managed, non-diversified, closed-end management
investment company that has elected to be regulated as a business development company under the
Investment Company Act of 1940, as amended (the “Fund”), is offering to purchase for cash up to 795,163.7
of its shares of common stock, par value $0.01 per share (the “Shares”), at a price per Share equal to the
Fund’s net asset value per Share as of March 31, 2022 (the “Purchase Price,” and such date, as it may be
extended, the “Expiration Date”).
If stockholders would like the Fund to purchase their Shares within the limits more fully set forth in the
Fund’s Offer to Purchase, dated February 25, 2022 (the “Offer to Purchase”), and the related Notice of Intent
to Tender (the “Notice of Intent,” and together with the Offer to Purchase, as each may be amended or
supplemented from time to time, the “Offer”), they should contact their financial advisor or the Bernstein
By Myra P. Saefong
REACH
Global Wealth Management unit of AllianceBernstein L.P. (“Bernstein”) at (212) 486-5800 to request that
written materials relating to the Offer be provided to them. These written materials, which will be sent at
G
no expense to the stockholder, include the Offer to Purchase and a Notice of Intent to Tender. A tendering
SERIOUS lobal oil prices have climbed by for the loss in Russian oil exports, possibly
stockholder must complete, sign, and mail (certified mail return receipt requested is recommended), fax,
email or hand deliver the Notice of Intent to the Fund’s agent specified therein, so that it is received before
the Expiration Date stated below. nearly 10% since OPEC+ met in eliminating almost all of the group’s spare
INVESTORS.
Stockholders who desire to tender Shares for purchase must do so by 5:00 p.m., New York time on the
Expiration Date. All determinations as to the receipt of notices from stockholders relating to the tender early February, touching their production capacity, which could lead to
of Shares, including, without limitation, determinations whether to excuse or waive certain variations from
relevant procedural requirements, will be in the sole discretion of the Fund or its designated agents, and any highest levels since 2014. And higher prices.
such determination will be final.
The purpose of the Offer is to provide liquidity to stockholders because the Shares are not listed on any
the group of major oil producers will soon Oil prices have already marked their
securities exchange. The Offer is not conditioned upon the tender of any minimum number of Shares or any
Barron’s Classifieds face another decision on production levels. highest settlements in more than seven
financing condition.
The Fund is offering to purchase up to 2.5% of the weighted average of the number of Shares outstanding is where our readers OPEC+, comprising members of the years, with the front-month West Texas
during the three-month period ended December 31, 2022, (the “Quarterly Tender Cap”). The Fund is not
required to purchase any tendered Shares in excess of the Quarterly Tender Cap and, therefore, the Fund is discover opportunities Organization of the Petroleum Exporting Intermediate crude settling at $95.46 a bar-
not required to purchase any tendered Shares to the extent those Shares are, in the aggregate, in excess of in real estate, business
795,163.7. In accordance with rules promulgated by the Securities and Exchange Commission (the “SEC”), the Countries and their allies—including rel on Feb. 14 and global benchmark Brent
investments, corporate
Fund may increase the number of Shares accepted for payment in the Offer by up to, but not more than, 2% of
the outstanding Shares without amending or extending the Offer.
Russia—will hold its next meeting on crude ending at $99.08 on Feb. 24, when
aircraft, yachts, fine cars
It is anticipated that the purchase of Shares tendered by a stockholder will be a taxable transaction for U.S.
and so much more. March 2. It comes as Russia’s attack on both benchmarks topped $100 intraday.
federal income tax purposes. Participating stockholders should consult their tax advisor regarding specific tax
implications, including potential federal, state, local and foreign tax consequences. Ukraine threatens to disrupt already tight At the $100 mark, there will be substan-
Until the Expiration Date, stockholders have the right to withdraw any tenders of their Shares by giving
proper notice to the Fund. Shares withdrawn may be re-tendered before the Expiration Date by following the supplies of crude oil, and Iran and world tial increases in production, especially by
tender procedures. If the Fund has not yet accepted a stockholder’s tender of Shares on or prior to April 22,
2022 (i.e., 40 business days from the commencement of the Offer), a stockholder will also have the right to
powers look to negotiate a nuclear deal that U.S. private producers, as well as conserva-
withdraw their tender of Shares after such date. would lead to more oil in the global market. tion by consumers, says Jay Hatfield, chief
Please note that just as each stockholder has the right to withdraw its tender, subject to the applicable
rules of the SEC, the Fund has the right to cancel, amend or postpone this Offer at any time before the The meeting has two potential out- investment officer at asset-management
Expiration Date.
The information required to be disclosed by paragraph (d)(1) of Rule 13e-4 under the Securities Exchange comes: “status quo” on scheduled expan- firm ICAP. He believes that prices will hold
Act of 1934, as amended, is contained in the Offer to Purchase and is incorporated herein by reference. The For information on
information provided herein is qualified entirely by the more detailed information contained in the Offer advertising, call
sion of output, or acceleration of output to the $80-to-$100 range this year, as any
to Purchase. The Offer to Purchase contains important information that should be read carefully before
any decision is made with respect to the Offer. This announcement is neither an offer to purchase nor a 1.800.366.3975 or email quotas, says Rob Haworth, senior invest- potential sanctions on Russian oil exports
solicitation of an offer to sell Shares. The Offer is made only by the Offer to Purchase and the related Notice advertising@barrons.com ment strategist at U.S. Bank Wealth Man- will be “circumvented by exports to China.”
of Intent. The Offer is not being made to, nor will tenders be accepted from or on behalf of, holders of Shares
in any jurisdiction in which making or accepting the Offer would violate that jurisdiction’s laws. agement. It seems most likely that OPEC+ It’s also very unlikely that OPEC+ will
Questions and requests for assistance may be directed to the stockholder’s financial advisor or to Bernstein
at (212) 486-5800. will merely follow its current pattern and raise production beyond its planned in-
expand output on schedule by 400,000 crease, as that would “appear to be a con-
barrels a day, he says. If that’s the case, cession” to U.S. President Joe Biden, who
market prices will see little impact, as has called for higher OPEC+ output in an
“eyes will likely still be on the impact of effort to lower gasoline prices.
Russian sanctions.” The group hasn’t been able to meet its
On Feb. 24, Russia launched a full-scale current production quotas. Oil output
invasion on Ukraine, leading the U.S. to among OPEC+ members was 700,000
announce additional sanctions on Russia barrels a day short of the group’s collective
and set limits on exports to the country. The output quota of 38.74 million barrels a day
U.S. and its European allies had previously in January, according to an S&P Global
announced sanctions aimed at limiting Rus- Platts survey released earlier this month.
sia’s access to the global financial system. Meanwhile, it’s not a surprise that activ-
But unless the U.S. and European ities between the signers of the Joint Com-
SMALL SPACES. Union have Swift, an international pay-
ments network, delist Russian banks en
prehensive Plan of Action, also known as
the Iran nuclear deal, and Iran have risen
BIG OPPORTUNITIES. masse from the global banking system,
there will be little impact on oil supplies,
noticeably in recent weeks, says Darwei
Kung, head of commodities and a portfolio
says James Williams, energy economist manager at DWS Group.
Barron’s Classifieds is where our readers discover opportunities in at WTRG Economics. It isn’t clear how the Iran nuclear nego-
real estate, business investments, corporate aircraft, yachts, fine The EU looks unwilling to impose tiations would change OPEC+’s decision
cars and so much more. banking sanctions via Swift, so oil prices on production, and the group of oil pro-
“will not go too much higher as Russian ducers is unlikely to act before an actual
For information on advertising, call 1.800.366.3975 crude exports will continue,” he says. Once Iran agreement is reached, says Kung.
or email advertising@barrons.com this becomes clear, prices will start to ease, Still, Russia’s invasion of Ukraine has
he adds. “placed further pressure for the U.S. and
If Swift takes steps against Russian EU to reach an agreement with Iran, given
banks, Williams expects OPEC to make up rising oil prices.” B
Winners and Losers

NYSE BIGGEST % MOVERS NYSE MOST ACTIVE NYSE AMERICAN MOST ACTIVE NASDAQ MOST ACTIVE
Winners Volume Percentage Leaders Volume Percentage Leaders Volume Percentage Leaders
Name (Sym) Volume Close Change %Chg. Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change
Tenneco(TEN) 41477 19.31 +8.80 +83.7 Meritor(MTOR) 31621 1408.7 35.80 +11.13 SkyHarbour(SKYH) 10368 484.0 11.26 +1.17 CSP(CSPI) 1518 3715.9 8.90 +1.21
IronNet(IRNT) 85919 6.11 +2.42 +65.6 SDCLEDGEAcqn(SEDA) 315 1390.1 9.66 –0.03 RileyExpln(REPX) 700 359.2 34.00 +9.72 KodiakSciences(KOD) 41098 2468.3 8.82 –43.77
Meritor(MTOR) 31621 35.80 +11.13 +45.1 DelwindsInsA(DWIN) 1318 1338.7 9.92 +0.01 MexcoEnergy(MXC) 411 333.7 12.65 +1.42 HoughtonMifflin(HMHC) 77139 1580.3 20.92 +2.80
SoJerseyInd(SJI) 20000 33.11 +9.76 +41.8 Tenneco(TEN) 41477 1168.8 19.31 +8.80 EvolutionPetrol(EPM) 2148 221.3 7.35 +0.51 TelaBio(TELA) 1251 1509.9 12.35 +0.55
Audacy(AUD) 6334 2.94 +0.83 +39.3 Vertiv(VRT) 82357 771.9 13.20 –7.27 FriedmanInds(FRD) 378 175.8 9.43 +1.67 Yandex(YNDX) 128222 990.7 18.94 –25.81
KAR Auction(KAR) 27553 18.94 +4.97 +35.6 Tegna(TGNA) 48769 582.4 22.71 +1.76 CheniereEnergy(LNG) 16742 153.2 129.25 +13.23 Headhunter(HHR) 9945 914.1 15.03 –23.96
LSB Inds(LXU) 3056 15.90 +3.81 +31.5 AscendantDigA(ACDI) 408 575.5 9.94 +0.03 CheniereEnerPtrs(CQP) 1233 64.8 52.59 +4.53 Overstock(OSTK) 58581 857.5 53.98 +14.27
Farfetch(FTCH) 63242 20.92 +4.57 +28.0 BlueRiverA(BLUA) 847 459.0 9.75 0.00 NovaGoldRscs(NG) 6668 38.6 7.06 +0.01 Brainsway(BWAY) 889 795.4 7.97 –0.04
FootLocker(FL) 46947 442.1 29.07 –13.12 EquinoxGold(EQX) 10340 33.0 6.91 +0.33 Lantheus(LNTH) 12182 670.6 46.63 +17.78
Losers FortressVal III A(FVT) 646 431.4 9.77 –0.01 NewFoundGold(NFGC) 683 31.0 6.33 +0.01 Bandwidth(BAND) 8458 383.5 30.34 –20.98
Name (Sym) Volume Close Change %Chg. SoJerseyInd(SJI) 20000 428.6 33.11 +9.76 SilverCrestMetals(SILV) 3703 29.4 8.80 +0.16 RBB Bancorp(RBB) 492 366.3 23.00 –2.76
Cian(CIAN) 1458 3.40 –4.46 –56.7 VistaOil&Gas(VIST) 8045 421.9 8.00 +1.10 InfuSystems(INFU) 492 25.2 11.32 +0.55 CytekBiosci(CTKB) 7272 328.8 13.25 –0.68
Mechel(MTL) 3156 2.25 –1.36 –37.7 ConstellationI A(CSTA) 557 421.3 9.74 –0.02 EnergyFuels(UUUU) 13947 17.4 7.52 +1.29 SleepNumber(SNBR) 5935 324.6 65.65 –2.42
Vertiv(VRT) 82357 13.20 –7.27 –35.5 SummitMidstream(SMLP) 906 400.3 17.26 –6.45 Chase(CCF) 85 16.4 91.71 –0.93 ForbionEuroA(FRBN) 324 324.4 9.92 +0.04
FootLocker(FL) 46947 29.07 –13.12 –31.1 BurfordCapital(BUR) 3376 397.1 9.68 +0.35 TompkinsFin(TMP) 146 13.4 79.37 –0.69 MaravaiLifeSci(MRVI) 27523 320.6 37.11 +4.36
ZeviaPBC(ZVIA) 1346 6.73 –2.77 –29.2 Cooper-Standard(CPS) 2759 390.3 13.30 –1.19 ArenaGroup(AREN) 247 8.0 8.24 –0.43 CoStar(CSGP) 32513 319.2 61.70 –3.25
Harsco(HSC) 4845 11.63 –4.53 –28.0 OrionEngCarbons(OEC) 6148 386.2 16.04 –1.99 CaledoniaMining(CMCL) 133 7.6 12.29 –0.28 AmrytPharma(AMYT) 1973 313.8 8.13 –0.90
SummitMidstream(SMLP) 906 17.26 –6.45 –27.2 Supernova III A(STRE) 519 383.6 9.72 +0.01 MAG Silver(MAG) 2209 4.9 16.87 +1.12 ZealandPharma(ZEAL) 105 308.1 15.50 –0.19
Dingdong(DDL) 2900 4.52 –1.50 –24.9 FigureAcqnI A(FACA) 632 358.6 9.74 –0.01 ActiniumPharm(ATNM) 450 0.0 5.05 –0.03 RackspaceTech(RXT) 14011 307.1 11.14 –0.77
TailwindIntlA(TWNI) 1208 354.4 9.74 +0.02 CentrusEnergy(LEU) 631 –2.7 40.77 +0.73 monday.com(MNDY) 9294 303.5 155.24 –39.52
NYSE AMERICAN BIGGEST % MOVERS
By Share Volume By Share Volume By Share Volume
Winners
Name (Sym) Volume Close Change%Chg. Name (Sym) Volume Close Change%Chg. Name (Sym) Volume Close Change%Chg.
Name (Sym) Volume Close Change %Chg.
PalantirTech(PLTR) 392489 11.47 +0.45 +4.1 CamberEnergy(CEI) 505067 0.69 +0.19 +37.2 AdvMicroDevices(AMD) 532512 121.06 +7.23 +6.4
IndonesiaEnergy(INDO) 185527 11.98 +7.49 +166.8
FordMotor(F) 367511 17.83 –0.21 –1.2 IndonesiaEnergy(INDO) 185527 11.98 +7.49+166.8 Apple(AAPL) 414034 164.85 –2.45 –1.5
RileyExpln(REPX) 700 34.00 +9.72 +40.0
BankofAmerica(BAC) 246595 45.02 –0.94 –2.0 Tellurian(TELL) 104933 3.39 +0.96 +39.5 SoFiTech(SOFI) 260413 10.67 –0.72 –6.3
Tellurian(TELL) 104933 3.39 +0.96 +39.5
NIO(NIO) 239409 20.94 –2.27 –9.8 Zomedica(ZOM) 104789 0.35 –0.01 –3.9 NVIDIA(NVDA) 246224 241.57 +5.15 +2.2
UnvlSecInstr(UUU) 21632 3.96 +0.97 +32.4
AT&T(T) 199667 23.91 +0.04 +0.2 Enservco(ENSV) 62610 1.05 +0.49 +86.6 Intel(INTC) 207070 47.71 +2.67 +5.9
SifcoInd(SIF) 32 6.96 +1.46 +26.5
ItauUnibanco(ITUB) 180357 4.87 –0.19 –3.8 Senseonics(SENS) 62603 1.85 +0.12 +6.9 DraftKings(DKNG) 178667 22.20 +4.91 +28.4
FriedmanInds(FRD) 378 9.43 +1.67 +21.5
PetroleoBrasil(PBR) 170600 14.19 +0.18 +1.3 B2Gold(BTG) 54012 4.08 –0.03 –0.7 MetaPlatforms(FB) 171756 210.48 +4.32 +2.1
EnergyFuels(UUUU) 13947 7.52 +1.29 +20.7
AMC Ent(AMC) 164232 17.66 –0.24 –1.3 DenisonMines(DNN) 47603 1.37 +0.17 +14.2 Microsoft(MSFT) 169039 297.31 +9.38 +3.3
UraniumEner(UEC) 43472 3.47 +0.59 +20.5
Vale(VALE) 161099 17.82 +1.18 +7.1 RaMedicalSys(RMED) 46924 0.42 +0.03 +8.9 AmerAirlines(AAL) 168391 17.46 –0.41 –2.3
Losers Nokia(NOK) 158758 5.44 –0.22 –3.9 NewGold(NGD) 45524 1.70 –0.29 –14.6 Tesla(TSLA) 129817 809.87 –47.11 –5.5
Name (Sym) Volume Close Change %Chg. Carnival(CCL) 155593 21.10 –1.07 –4.8 UraniumEner(UEC) 43472 3.47 +0.59 +20.5 Yandex(YNDX) 128222 18.94 –25.81 –57.7
VirginGalactic(SPCE) 144668 9.18 +0.78 +9.3 GranTierraEner(GTE) 35073 1.38 +0.12 +9.5 Zynga(ZNGA) 128021 9.18 +0.34 +3.8
BetterChoice(BTTR) 190 3.16 –0.60 –16.0
Pfizer(PFE) 135901 47.72 –0.81 –1.7 Globalstar(GSAT) 32574 1.19 +0.19 +19.0 CloverHealth(CLOV) 123674 2.52 +0.41 +19.4
TakungArt(TKAT) 807 2.18 –0.35 –13.8
ExxonMobil(XOM) 135684 77.84 +0.48 +0.6 UnvlSecInstr(UUU) 21632 3.96 +0.97 +32.4 Lucid(LCID) 122971 26.35 –0.24 –0.9
Ashford(AINC) 35 18.66 –2.27 –10.8

Block(SQ) 130676 119.82 +22.10 +22.6 CheniereEnergy(LNG) 16742 129.25 +13.23 +11.4 PayPal(PYPL) 122740 110.94 +7.29 +7.0
FlexSolInt(FSI) 72 3.30 –0.39 –10.6
BarrickGold(GOLD) 129450 22.56 –0.58 –2.5 GreatPanther(GPL) 14078 0.22 +0.02 +10.5 VEON(VEON) 122616 0.80 –0.55 –40.4
EllomayCapital(ELLO) 4 24.15 –2.85 –10.6
Uber(UBER) 122608 34.98 +0.30 +0.9 EnergyFuels(UUUU) 13947 7.52 +1.29 +20.7 OpendoorTech(OPEN) 120316 8.44 –2.27 –21.2
KulrTech(KULR) 1933 2.03 –0.20 –9.0
Ambev(ABEV) 122264 2.96 +0.08 +2.8 NorthernDynasty(NAK) 12753 0.33 0.00 0.0 Comcast A(CMCSA) 118079 47.07 +0.43 +0.9
EMX Royalty(EMX) 508 2.22 –0.21 –8.6
KinrossGold(KGC) 120666 5.53 –0.29 –5.0 TasekoMines(TGB) 11080 1.90 –0.01 –0.5 ContextLogic(WISH) 113796 2.27 +0.10 +4.6
BK Tech(BKTI) 66 2.36 –0.19 –7.5
SouthwesternEner(SWN) 118969 4.96 +0.30 +6.4 HoustonAmEner(HUSA) 10750 1.35 +0.22 +19.5 Grab(GRAB) 109025 5.80 +0.28 +5.1
NASDAQ BIGGEST % MOVERS
By Dollar Volume By Dollar Volume By Dollar Volume
Winners Name (Sym) $ Volume Close Change%Chg. Name (Sym) $ Volume Close Change%Chg. Name (Sym) $ Volume Close Change%Chg.
Name (Sym) Volume Close Change %Chg. HomeDepot(HD) 14326861 316.65 –30.22 –8.7 CheniereEnergy(LNG) 2084915 129.25 +13.23 +11.4 Tesla(TSLA) 101539574 809.87 –47.11 –5.5
Lantheus(LNTH) 12182 46.63 +17.78 +61.6 Block(SQ) 13118833 119.82 +22.10 +22.6 IndonesiaEnergy(INDO) 1655410 11.98 +7.49+166.8 Apple(AAPL) 66740232 164.85 –2.45 –1.5
Overstock(OSTK) 58581 53.98 +14.27 +35.9 Chevron(CVX) 11610546 140.38 +6.96 +5.2 CamberEnergy(CEI) 369759 0.69 +0.19 +37.2 AdvMicroDevices(AMD) 61042738 121.06 +7.23 +6.4
CarGurus(CARG) 11658 46.44 +12.00 +34.8 Alibaba(BABA) 10991927 107.94 –11.05 –9.3 Tellurian(TELL) 313898 3.39 +0.96 +39.5 NVIDIA(NVDA) 56824362 241.57 +5.15 +2.2
RenewableEnergy(REGI) 7642 43.81 +10.41 +31.2 BankofAmerica(BAC) 10943951 45.02 –0.94 –2.0 B2Gold(BTG) 221309 4.08 –0.03 –0.7 Microsoft(MSFT) 48534398 297.31 +9.38 +3.3
TactileSystems(TCMD) 3085 19.33 +4.45 +29.9 ExxonMobil(XOM) 10371861 77.84 +0.48 +0.6 UraniumEner(UEC) 137752 3.47 +0.59 +20.5 Amazon.com(AMZN) 434922403075.77 +23.74 +0.8
DraftKings(DKNG) 178667 22.20 +4.91 +28.4 JPMorganChase(JPM) 9818193 147.97 –4.17 –2.7 SkyHarbour(SKYH) 113955 11.26 +1.17 +11.6 MetaPlatforms(FB) 34744543 210.48 +4.32 +2.1
GoldenNugget(GNOG) 5160 8.10 +1.76 +27.8 Visa(V) 8737360 219.27 –3.42 –1.5 Senseonics(SENS) 105151 1.85 +0.12 +6.9 Alphabet A(GOOGL) 218895742689.19 +81.13 +3.1
EnjoyTech(ENJY) 438 3.70 +0.80 +27.6 BerkHathwy B(BRK.B) 8200567 319.24 +4.44 +1.4 EnergyFuels(UUUU) 94693 7.52 +1.29 +20.7 Alphabet C(GOOG) 174555562690.39 +81.04 +3.1
Boeing(BA) 7600867 201.48 –7.55 –3.6 UnvlSecInstr(UUU) 82226 3.96 +0.97 +32.4 PayPal(PYPL) 12637951 110.94 +7.29 +7.0
Losers Shopify(SHOP) 7288790 676.95 +20.07 +3.1 NewGold(NGD) 78897 1.70 –0.29 –14.6 Roku(ROKU) 10688363 139.61 +27.15 +24.1
Name (Sym) Volume Close Change %Chg. Citigroup(C) 6991942 61.98 –2.16 –3.4 EquinoxGold(EQX) 68602 6.91 +0.33 +5.0 Intel(INTC) 9411185 47.71 +2.67 +5.9
KodiakSciences(KOD) 41098 8.82 –43.77 –83.2 Mastercard(MA) 6904941 369.09 –0.86 –0.2 Enservco(ENSV) 62484 1.05 +0.49 +86.6 Netflix(NFLX) 8767498 390.80 –0.49 –0.1
Headhunter(HHR) 9945 15.03 –23.96 –61.5 Salesforce.com(CRM) 6675513 208.09 +11.25 +5.7 CheniereEnerPtrs(CQP) 61701 52.59 +4.53 +9.4 PaloAltoNtwks(PANW) 8263162 569.75 +87.58 +18.2
AIBAcqnA(AIB) 1344 9.83 –15.15 –60.6 TaiwanSemi(TSM) 6646822 111.23 –8.08 –6.8 DenisonMines(DNN) 60951 1.37 +0.17 +14.2 Adobe(ADBE) 7966938 465.54 +22.98 +5.2
Yandex(YNDX) 128222 18.94 –25.81 –57.7 Disney(DIS) 6495905 149.53 –1.83 –1.2 ImperialOil(IMO) 57476 43.85 +0.42 +1.0 MicronTech(MU) 7395991 90.10 –0.70 –0.8
Bandwidth(BAND) 8458 30.34 –20.98 –40.9 Pfizer(PFE) 6368900 47.72 –0.81 –1.7 GranTierraEner(GTE) 47342 1.38 +0.12 +9.5 BookingHldgs(BKNG) 71475182281.46–334.95 –12.8
Dogness(DOGZ) 8317 2.58 –1.69 –39.6 J&J(JNJ) 6293769 166.00 +2.64 +1.6 NovaGoldRscs(NG) 46803 7.06 +0.01 +0.1 Qualcomm(QCOM) 6515660 170.93 +3.29 +2.0
Orphazyme(ORPH) 4943 1.26 –0.82 –39.4 FordMotor(F) 6292523 17.83 –0.21 –1.2 NexGenEnergy(NXE) 41028 4.79 +0.64 +15.4 Moderna(MRNA) 5792177 151.33 +5.59 +3.8
OzonHoldings(OZON) 19364 11.60 –7.35 –38.8 WellsFargo(WFC) 6278004 54.11 –1.52 –2.7 StandardLithium(SLI) 38286 6.37 –0.02 –0.3 Broadcom(AVGO) 5762242 588.01 +8.02 +1.4
Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer
than 5,000 shares or priced under $5. Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. a-Stock has not been in existence or not been traded for 65 consecutive sessions. S-Stock
split or stock dividend amounting to 10% or more. X-Ex-dividend
Market View
This commentary was issued recently by money managers, research firms,
and market newsletter writers and has been edited by Barron’s.
“Take some profits, if possible, raise cash, back out of any risky appreciation plays. Extreme caution
is now advised.… Opportunities will present themselves, but not just yet.” —MARK GRANT, Out of the Box
Perilous New Day of geopolitical events on financial markets. that should coincide with a near-term bottom. July to September, it may be €25 billion. Fi-
We do not deny that they have effects, but The selloff in stocks and rise in interest nally, because rates can’t rise until net bond
Out of the Box these can rarely be separated from what was rates, along with the increased geopolitical purchases end, it wouldn’t be absurd to sug-
by B. Riley Securities already taking place in markets before they risk, will lessen the Fed’s hawkish monetary- gest that the ECB may give the APP an end
briley.com took hold of the headlines. policy pivot. Expectations now lean toward at date of, say, December. Maybe even earlier.
The performance of equity and commodity most a 25-basis-point [0.25 of a percentage —JENNIFER LEE AND SHELLY KAUSHIK
Feb. 24: Everything that you thought yester- markets in the face of Russia’s actions point] federal-funds rate increase in March
day, believed in yesterday, is now off the against Ukraine is very different from what and a very low probability of a 50-basis-point Beware ‘Men of Destiny’
table. Your views on inflation, what the Fed took place when it invaded Georgia in August increase. Even companies reporting solid
would do, where interest rates were heading, 2008. Fourteen years ago, the crude-oil mar- growth are selling off at the slightest cau- Cumberland Advisors Market Commentary
where the stock markets were heading, has ket had just peaked at $147 a barrel, al- tionary comments. Yet companies continue to by Cumberland Advisors
just gone up in the whiff of battlefield smoke. though few realized it, and fell back below announce dividend and share-repurchase in- cumber.com
My advice: Take some profits, if possible, $100 even before the Lehman collapse, on its creases. In addition, the improving Covid
raise some cash, back out of any risky appre- way to $32 by December. The annexation of outlook, with cases down over 90% from the Feb. 24: Our U.S. equity exchange-traded
ciation plays. Extreme caution is now Crimea in March 2014 did not have a notice- pandemic peak, remains a key component to fund portfolio is overweight the aerospace/
advised. able impact on crude prices (which were the bullish narrative for U.S. stocks, espe- defense sector. We have continued to
Make no mistake, Russia’s Ukraine incur- close to their current levels at the time), but cially for travel, leisure, and retail. emphasize the overweight for some time. We
sion is going to have a serious effect on our did not stop crude from collapsing several —IVAN FEINSETH see every reason to continue it.
economy and the economies in Europe. months later. Of course, the difference this Europe and the old Warsaw Pact lines are
Energy, currencies, trade, and the global time around is the balance of supply and de- Europe’s Rate Outlook one of the reasons. South China Sea and
central banks’ response to this may be radi- mand for crude oil and other energy prod- China-Taiwan are another. We do not expect
cally different than what was thought yester- ucts going into the crisis, encouraging capital AM Notes any of the pressures on the U.S. defense
day. Countries will be scrambling to respond into markets as the headlines grow more by BMO Capital Markets budget to prevail. We do expect the defense
to the invasion, and mistakes will be made. serious. bmo.com appropriations to be enlarged in 2023 and be-
One looming question: Will the invasion be There’s an even starker disconnect beyond. Footage of tanks makes for TV drama.
contained to Ukraine, or will it spread to tween the performance of a sector such as Feb. 2: What does [the Ukraine invasion] Drones and cyberwarfare are the substance,
other Eastern European countries, as Russia software and Ukraine; other than Russia’s mean for central banks? Tightening is still on and American companies have an expanding
tries to reassemble the U.S.S.R.? use of cyberattacks, it’s hard to make any the table, but this will certainly quiet some of role in protecting the Western alliance.
With all of the radicalization in American direct link. Of course, we are being a little those more aggressive calls. Putin doesn’t care about [the Ukraine in-
politics, how Congress and the administration facetious here, but our point is that a crisis As far as the European Central Bank is vasion’s] economic impact on Russia. His citi-
will respond becomes a significant issue. I such as that in Ukraine mostly acts to accel- concerned, this is a good reason to be vague, zens care but have little say in the matter.
also wonder how this may affect China’s erate forces already in place in the market. something that even the hawks should be on Former Australian Prime Minister Kevin
dreams of reclaiming Taiwan. President —MICHAEL SHAOUL board with. Perhaps it is a good thing that Rudd used a term in a Zoom call that I was
Eisenhower once said, “In preparing for bat- President [Christine] Lagarde has been able to participate in. He identified both
tle, I have always found that plans are use- What the Fed Might Do oddly quiet lately. Actually, she spoke to the Vladimir Putin and China’s Xi Jinping as
less but planning is indispensable.” Planning European Parliament last week, but she leaders who see themselves as men of des-
is indispensable, and caution should be at the Ivan Feinseth Market View 360 sounded the same...that any adjustments will tiny. He explained how men of destiny be-
forefront of your thinking. by Tigress Financial Intelligence be gradual and that flexibility and optionality come interested in geography. From the time
Opportunities will present themselves, but tigressfi.com were needed. Still, remaining under the ra- of the wars between Persia and Greece until
just not yet. Timing is a huge issue. Yester- dar is particularly notable as more policy today, 2,500 years later, history has shown
day is over, and the future, full of boundless Feb. 24: The geopolitical actions and fallout makers come to the conclusion that, perhaps, that leaders with power ultimately focus on
and perhaps unpleasant surprises, has ar- [from Russia’s attack] are driving increased inflation is not quite as transitory as first geography.
rived. Hold on to your hats! economic uncertainty, which will most likely thought and maybe it is finally time for the Paul Schulte of his eponymous research
—MARK J. GRANT lead the Fed to take a less aggressive stance [ECB’s] Asset Purchase Plan to end, and firm wrote, “A backup in yields? A slightly
following the expected rate increase in maybe rate hikes will enter the conversation. inverted curve? Who the hell cares? This is
Reinforcing Trends March. The spike in commodity prices, espe- Our base-case scenario remains: The ECB nothing when compared to the control of
cially in oil, which is nearing $100 a barrel for will walk back its bond-buying plans in Ukraine. Falling stock market? Putin does
The Weeky Speculator WTI as I write, will have further near-term March. We expect that the monthly bond not give a crap.” —DAVID R. KOTAK
by Marketfield Asset Management inflationary effects. Panic selling will create purchases will continue, but the amount will
marketfield.com a major buying opportunity. The Russia- be trimmed. Instead of 40 billion euros’ To be considered for this section, material, with
Ukraine headlines and the move lower in worth from April to June, it may be about the author’s name and address, should be sent
Feb. 24: We generally downplay the impact stocks drive an increasing bearish sentiment €30 billion. Then, instead of €30 billion from to MarketWatch@barrons.com.
New York Stock Exchange Composite List

52-Week Tick Div
FIVE-DAY DOW COMPOSITE
NOTICE TO READERS: High Low Name Sym Yld P/E Last Chg. Amt.
472.01 301.52 Anthem ANTM 1.1 18 453.69 +7.45 1.28
Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters 326.25 221.82 Aon AON .7 53 292.95 +9.15 .51 Bear Claw: Russia’s war making was offset by a Friday rally that left the
55.53 40.05 AptIncmREIT AIRC 3.4 18 52.40 +1.35 .45
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Please visit the Market Lab home page on barrons.com under Data. 10.44 9.75 ApeironCapA APN ... ... 9.93 +0.03 ... rose 6% on an upgrade and security fears for its rival Taiwan Semi.
0.50 0.19 ApeironCapWt APN.WT ... ... .25 +0.03 ...
26.84 18.32 APi Group APG ... dd 21.91 +0.94 ... Monday Tuesday Wednesday Thursday Friday
16.94 12.10 ApolloComRlEst ARI 10.8 9 13.01 –0.46 .35
www.barrons.com/market-data/market-lab 81.07 45.40 ApolloGlbMgmt APO 2.4 8 65.67 +1.50 .40 34170
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93.43 74.17 AlbanyIntl AIN 1.0 24 86.00 –2.59 .21 33330
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29.72
+1.19
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Aptargroup
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80.08 .10 43.12 31.22 Aramark ARMK 1.2 cc 37.57 –0.20 .11 33050
55.48
9.77
18.43
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ABMIndustries
ACCO Brands
AcresCmclRlty
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Alexander&Baldwin ALEX
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cc
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.1099
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ArborRealty
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11.41 10.00 AEA-Bridges IMPX.UT ... ... 10.33 –0.02 ... 53.01 44.18 AlgonquinPwrUn AQNU 8.1 ... 46.26 +0.76 .9688
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Y -482.57 -464.85 +834.92
78.62 55.30 AECOM ACM .8 52 74.35 +1.63 .15 13.34 8.46 Alight ALIT ... dd 10.24 –0.31 ... 10.79 6.99 Archrock AROC 7.0 47 8.31 –0.16 .145
38.49 21.80 Arconic ARNC ... dd 31.59 –0.69 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
28.86 19.76 AES AES 3.0 27 21.11 –0.15 .158 737.89 605.14 Alleghany Y ... 9 673.54 –14.26 ...
66.97 47.70 Aflac AFL 2.6 10 61.95 –1.22 .40 25.79 13.85 AlleghenyTechs ATI ... dd 25.46 +1.49 ... 8.10 4.33 ArcosDorados ARCO ... 76 7.86 +0.73 ...
158.62 108.56 AGCO AGCO .7 10 118.39 –9.62 .20 148.70 106.83 Allegion ALLE 1.4 22 115.10 +0.97 .41 67.85 43.42 Arcosa ACA .4 36 51.50 +4.18 .05
14.85 8.52 AG Mortgage MITT 9.1 1 8.93 –0.41 .21 73.10 56.84 Allete ALE 4.2 19 62.58 +1.28 .65 10.56 9.80 ArctosNthStar ANAC.UT ... ... 9.84 +0.01 ...
15.23 6.07 a.k.a.Brands AKA ... ... 7.78 –0.02 ... 102.23 61.77 AllianceData ADS 1.2 4 67.65 –2.85 .21 10.20 9.44 ArctosNorthA ANAC ... 52 9.73 +0.01 ...
72.62 7.50 AMC Ent AMC ... dd 17.66 –0.24 ... 57.54 35.82 AllianceBernstein AB 8.5 12 45.64 +0.65 1.29 1.40 0.35 ArctosNorthWt ANAC.WT ... ... .40 +0.01 ... 52-Week Tick Div 52-Week Tick Div
129.12 69.50 AMN Healthcare AMN ... 16 108.92 +4.27 ... 46.40 32.55 AllisonTransm ALSN 2.1 10 39.73 –0.84 .21 49.10 22.36 ArcusBiosci RCUS ... 86 36.50 +6.01 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
9.75 2.71 AMTD Intl AMTD ... ... 3.77 –0.03 ... 140.00 106.11 Allstate ALL 2.6 7 124.17 –1.72 .85 12.43 8.16 ArdaghMetalPkg AMBP ... dd 8.71 –0.38 ...
2.78 1.08 ArdaghMetalWt AMBP.WT ... ... 1.99 –0.21 ... 257.52 174.85 Avalonbay AVB 2.6 34 244.05 +8.96 1.59 74.86 58.28 BkNovaScotia BNS 4.4 12 72.21 +0.22 .7844
10.00 9.86 AP Acqn A APCA ... ... 9.93 +0.01 ... 56.61 40.72 AllyFinancial ALLY 2.4 6 50.47 +0.71 .30 55.57 42.20 Avangrid AGR 3.9 22 44.93 +1.09 .44 50.71 37.08 BankUnited BKU 2.1 10 43.67 +0.03 .23
10.15 10.02 APAcqnUn APCA.UT ... ... 10.15 +0.01 ... 97.43 11.13 AlphaMetal AMR ... dd 94.71 +5.38 ... 5.43 3.07 ArdmoreShipping ASC ... dd 4.30 +0.05 ...
10.45 9.74 AresAcqn AAC.UT ... ... 9.85 +0.03 ... 48.88 27.96 AvanosMedical AVNS ... cc 35.40 +6.53 ... 10.01 9.90 BanyanAcqn BYN.UT ... ... 9.97 –0.02 ...
0.40 0.30 AP Acqn Wt APCA.WT ... ... .30 –0.05 ... 21.07 16.14 AlpineIncmProp PINE 5.5 24 19.12 +0.25 .27 11.66 9.93 AvantiAcqn AVAN.UT ... ... 9.95 –0.05 ... 12.20 8.67 Barclays BCS 3.1 ... 10.35 –0.14 .2174
3.94 1.87 ARC Document ARC 6.2 15 3.21 –0.13 .05 17.38 10.55 AltaEquipment ALTG ... dd 12.80 –0.16 ... 10.00 9.50 AresAcqnA AAC ... ... 9.76 +0.02 ...
1.40 0.42 AresAcqnWt AAC.WT ... ... .51 +0.04 ... 10.74 9.54 AvantiAcqnA AVAN ... 40 9.84 ... ... 11.55 9.67 BaringsBDC BBDC 7.9 9 10.86 +0.06 .23
9.62 6.53 ASETech ASX 3.0 11 7.31 –0.11 .3017 10.16 9.50 AltC Acqn ALCC ... ... 9.71 +0.03 ... 2.20 0.22 AvantiAcqnWt AVAN.WT ... ... .27 –0.06 ... 12.01 4.77 Barnes&NobleEduc BNED ... dd 5.38 –0.19 ...
131.89 89.33 ASGN ASGN ... 14 111.26 +3.88 ... 98.99 49.67 Alteryx AYX ... dd 61.24 +7.08 ... 16.98 13.25 AresCommRealEst ACRE 9.2 10 14.30 –0.34 .02
41 44.37 26.14 Avantor AVTR ... 42 35.39 +1.39 ... 57.64 40.46 BarnesGroup B 1.4 24 46.75 –1.16 .16
33.88 22.02 AT&T T 8.7 9 23.91 +0.04 .52 38.19 10.47 AlticeUSA ATUS ... 5 11.57 +0.05 ... 90.08 47.77 AresMgmt ARES 3.1 79.72 +2.77 .61
32.47 12.23 Avaya AVYA ... dd 13.73 –0.14 ... 25.37 17.27 BarrickGold GOLD 1.8 20 22.56 –0.58 .10
10.44 1.95 ATI PhysTherapy ATIP ... dd 2.13 –0.46 ... 9.98 9.65 AltimarAcqnIIIA ATAQ ... ... 9.72 –0.02 ... 55.99 36.60 Argan AGX 2.6 14 38.71 +0.19 .25
36.37 dd .31 229.24 168.31 AveryDennison AVY 1.5 20 180.32 –0.55 .68 82.00 42.10 Bath&BodyWks BBWI 1.5 11 54.45 +2.17 .15
2.80 0.30 ATIPhysTherapyWt ATIP.WT ... ... .32 –0.04 ... 1.51 0.50 AltimarIIIWt ATAQ.WT ... ... .50 –0.06 ... 61.30 ArgoGroup ARGO 2.9 42.06 +3.91
61.46 42.57 Avient AVNT 1.8 21 52.92 +0.37 .2375 9.93 9.75 BatteryFutureA BFAC ... ... 9.81 –0.05 ...
19.05 8.42 A10Networks ATEN 1.4 12 14.16 +1.19 .05 12.76 9.70 AltimeterGrw2 AGCB ... dd 9.77 –0.01 ... 15.89 10.06 ArisWater ARIS 2.0 ... 14.17 +0.56 .07
47 49.14 37.73 Avista AVA 4.0 21 44.41 +1.77 .44 10.10 9.90 BatteryFutureAcqUn BFAC.UT ... ... 9.98 –0.02 ...
10.15 10.09 AxiosSustGrw AXAC.UT ... ... 10.12 –0.03 ... 52.59 42.53 Altria MO 7.0 39 51.48 –0.26 .90 148.57 65.52 AristaNetworks ANET ... 123.50 –2.42 ...
34.20 26.29 AxaltaCoating AXTA ... 24 27.78 –1.13 ... 0.55 0.28 BatteryFutureWt BFAC.WT ... ... .30 –0.05 ...
58.61 44.49 AXIS Capital AXS 3.1 8 55.80 –1.88 .43 11.35 6.25 AltusPower AMPS ... dd 7.40 +0.65 ... 4.42 3.13 ArlingtonAsset AAIC ... dd 3.24 –0.14 ...
dd 62.44 43.90 AxosFinancial AX ... 14 54.11 –0.01 ... 34.80 21.42 BauschHealth BHC ... dd 24.35 +0.42 ...
51.32 25.27 AZEK AZEK ... 47 29.88 +1.27 ... 3.14 0.79 AltusPowerWt AMPS.WT ... ... 1.43 +0.08 ... 10.88 5.48 ArloTech ARLO ... 8.98 +0.31 ... 29.45 11.31 Azul AZUL ... dd 14.92 –1.91 ... 89.70 73.12 BaxterIntl BAX 1.3 34 86.26 +3.91 .28
58.59 44.50 AZZ AZZ 1.4 16 49.15 ... .17 23.90 9.99 AlumofChina ACH ... 22 17.43 +0.35 ... 15.80 12.08 ArmadaHoffler AHH 4.6 94 14.66 +0.41 .17 32.71 12.97 AzurePowerGlbl AZRE ... dd 15.65 +0.73 ...
13.03 7.51 13.50 1.51 Beachbody BODY ... ... 2.00 –0.14 ...
37.49 18.26 Aaron's AAN 1.9 7 21.45 +0.43 .1125 18.63 AmbacFin AMBC ... dd 13.24 –1.55 ... 12.56 ArmourRes ARR 14.7 44 8.17 –0.55 .10
4.23 0.16 BeachbodyWt BODY.WT ... ... .24 –0.07 ...
142.60 105.36 AbbottLabs ABT 1.5 31 122.41 +5.62 .47 5.94 2.64 AmbacFinWt AMBC.WT ... ... 2.90 –0.73 ... 6.96 1.30 ArmstrongFlooring AFI ... dd 1.55 +0.21 ...
B
150.36 102.05 AbbVie ABBV 3.8 23 149.54 +5.51 1.41 3.95 2.38 Ambev ABEV 3.5 16 2.96 +0.08 .0839 118.14 83.37 ArmstrongWorld AWI 1.0 23 89.26 –5.44 .231 10.16 10.00 BeardEnerTran BRD.UT ... ... 10.04 –0.04 ...
48.97 26.09 Abercrombie&Fitch ANF ... 9 38.82 –0.37 ... 22.87 4.01 AmbrxBio AMAM ... ... 4.40 +0.15 ... 137.95 96.40 ArrowElec ARW ... 8 123.43 –0.31 ... 10.20 9.75 BeardEnerA BRD ... ... 9.84 –0.03 ...
57.65 35.37 ArtisanPtrsAsset APAM 10.3 8 38.48 –0.43 .72 0.60 0.35 BeardEnerWt BRD.WT ... ... .38 ... ...
23.33 18.31 AcadiaRealty AKR 3.3 82 21.78 +0.52 .18 12.92 10.33 Amcor AMCR 4.1 19 11.80 –0.08 .12 13.57 2.63 Bark BARK ... dd 2.98 –0.01 ... 26.12 14.38 BeazerHomes BZH ... 3 16.43 +0.24 ...
14.10 10.05 AccelEnt ACEL ... 56 13.53 +0.26 ... 90.77 70.25 Ameren AEE 2.7 22 86.03 +1.36 .59 32.34 16.56 Artivion AORT ... dd 19.35 +1.60 ... 5.00 0.51 BarkWt BARK.WT ... ... .64 –0.01 ...
10.24 9.61 AccelerateAcqn AAQC.UT ... ... 9.88 +0.02 ... 101.86 37.70 Ameresco AMRC ... 45 58.42 +4.83 ... 145.79 25.41 Asana ASAN ... dd 54.10 –9.04 ... 36.52 27.21 B&G Foods BGS 6.2 24 30.68 –0.72 .475 280.62 235.13 BectonDicknsn BDX 1.3 47 272.72 +8.68 .87
9.96 9.60 AccelerateA AAQC ... cc 9.70 –0.01 ... 21.37 12.70 AmericaMovil AMX 1.9 12 18.04 –0.15 .1964 230.97 146.43 AsburyAutomotive ABG ... 7 191.56 +5.23 ... 53.55 42.75 BCE BCE 5.5 22 52.86 +0.58 .7011 68.87 40.66 Belden BDC .4 41 56.44 +1.22 .05
1.31 0.45 AccelerateWt AAQC.WT ... ... .47 –0.02 ... 21.34 12.76 AmericaMovil A AMOV 2.2 12 17.98 –0.09 .1964 10.40 9.80 AscendantDigA ACDI ... ... 9.94 +0.03 ... 2.50 0.62 BEST BEST ... dd .68 –0.29 ... 34.19 20.36 BellRingBrands BRBR ... 36 25.36 +0.99 ...
417.37 244.44 Accenture ACN 1.2 34 322.51 +1.33 .97 40.83 31.08 AmericanAssets AAT 3.5 78 36.89 +0.20 .32 0.62 0.40 AscendantDigWt ACDI.WT ... ... .41 –0.02 ... 16.91 11.45 BGSF BGSF 4.3 13 14.10 –0.11 .15 ... ... BellRingWi BRBR.WI ... ... 24.50 ... ...
10.10 9.80 AcropolisInfr ACRO.UT ... ... 9.82 –0.03 ... 13.06 7.41 AmericanAxle AXL ... cc 8.63 +0.36 ... 77.90 6.56 AshfordHosp AHT ... dd 8.65 –0.88 ... 82.07 51.88 BHP Group BHP 13.5 10 67.06 –2.28 3.00 32.56 22.25 BenchmarkElec BHE 2.5 26 25.97 +0.43 .165
9.82 9.60 AcropolisInfrA ACRO ... ... 9.68 –0.04 ... 57.83 40.01 AmCampus ACC 3.5 cc 54.24 +3.41 .47 110.74 81.93 AshlandGlobal ASH 1.3 27 94.21 –0.74 .30 25.81 2.41 BitMining BTCM ... dd 2.91 +0.16 ... 12.25 2.53 BensonHill BHIL ... ... 3.37 +0.53 ...
1.13 0.42 AcropolisInfrWt ACRO.WT ... ... .43 –0.06 ... 38.99 19.22 AmerEagle AEO 3.4 12 21.36 +0.07 .18 65.99 16.33 AspenAerogels ASPN ... dd 29.51 +1.01 ... 74.09 37.15 BJ'sWholesale BJ ... 21 64.02 –1.82 ... 4.68 0.29 BensonHillWt BHIL.WT ... ... .44 +0.07 ...
224.59 119.67 AcuityBrands AYI .3 20 183.06 +2.19 .13 44.49 26.21 AmEqtyLf AEL .9 8 38.21 +0.19 .34 29.54 21.83 AssetMarkFin AMK ... 68 23.71 +0.16 ... 9.91 9.61 BoaAcqnA BOAS ... 62 9.86 +0.02 ... 0.66 0.30 BerensonAcqnIWt BACA.WT ... ... .31 –0.06 ...
57.87 38.57 Acushnet GOLF 1.5 14 43.73 +1.36 .165 199.55 133.79 AmerExpress AXP .9 19 193.71 –1.17 .43 25.78 18.40 AssociatedBanc ASB 3.2 11 24.88 –0.01 .20 1.04 0.32 BoaAcqnWt BOAS.WT ... ... .32 –0.06 ... 10.06 9.17 BerensonAcqnI BACA.UT ... ... 9.81 –0.05 ...
11.77 6.78 Adecoagro AGRO ... 9 9.28 +0.92 ... 146.63 106.49 AmericanFin AFG 1.6 6 137.07 +2.42 .56 47.50 32.40 AssocCapital AC .5 15 40.50 +3.47 .10 19.37 11.01 BP Midstream BPMP 7.9 11 17.52 –0.70 .3475 9.79 9.65 BerensonAcqnI BACA ... ... 9.69 ... ...
53.17 34.08 Adient ADNT ... 5 46.30 –1.84 ... 44.07 28.63 AmHomes4Rent AMH 1.9 cc 38.69 +0.95 .18 172.22 122.47 Assurant AIZ 1.6 23 168.41 +2.87 .68 34.16 22.64 BP BP 4.2 14 30.73 –1.04 .3276 93.79 69.18 Berkley WRB .6 17 91.19 +0.72 1.00
10.78 9.79 AditEdTech ADEX.UT ... ... 10.00 –0.06 ... 63.54 43.63 AIG AIG 2.0 6 63.16 +1.43 .32 63.98 41.10 AssuredGuaranty AGO 1.6 18 63.64 +6.44 .25 12.61 2.92 BP Prudhoe BPT 5.7 cc 11.91 +2.46 .5812 488399 363680 BerkHathwy A BRK.A ... 9 479345 +7088.00 ...
10.24 9.44 AditEdTechA ADEX ... dd 9.88 –0.01 ... 20.38 7.71 AmRltyInv ARL ... 20 12.94 –0.61 ... 30.48 18.75 Atento ATTO ... dd 25.01 –0.89 ... 22.80 9.10 BRC BRCC ... cc 18.50 –0.28 ... 325.63 240.25 BerkHathwy B BRK.B ... 9 319.24 +4.44 ...
1.39 0.23 AditEdTechWt ADEX.WT ... ... .28 –0.05 ... 103.77 70.07 AmerStWater AWR 1.8 33 83.19 –2.84 .365 10.37 10.06 AthenaConsumer ACAQ.UT ... ... 10.11 ... ... 6.25 0.54 BRC Wt BRCC.WT ... ... 3.11 +0.44 ... 31.78 19.95 BerkshireHills BHLB 1.6 13 30.80 –0.30 .12
41.81 19.14 AdtalemGlbEduc ATGE ... dd 20.77 –0.06 ... 303.72 197.50 AmerTowerREIT AMT 2.2 41 233.66 +5.22 1.39 10.26 9.85 AthenaCnsmrA ACAQ ... ... 9.94 –0.01 ... 6.08 3.23 BRF BRFS ... 38 3.27 –0.38 ... 74.73 55.39 BerryGlobal BERY ... 12 62.18 –0.23 ...
244.55 160.03 AdvanceAuto AAP 2.9 22 205.57 –13.23 1.50 22.49 13.82 AmerVanguard AVD .5 21 14.72 –0.15 .02 0.61 0.37 AthenaCnsmrWt ACAQ.WT ... ... .39 –0.01 ... 24.20 15.84 BRT Apartments BRT 4.1 15 22.67 –0.90 .23 141.97 85.58 BestBuy BBY 2.9 9 95.83 –1.88 .70
138.02 93.66 AdvDrainageSys WMS .4 41 116.41 –0.16 .11 189.65 131.01 AmerWaterWorks AWK 1.6 22 152.69 +4.43 .6025 10.05 9.92 AthenaTechII ATEK.UT ... ... 9.98 –0.02 ... 68.68 42.58 BWX Tech BWXT 1.7 15 49.59 +5.75 .22 73.23 31.57 BigLots BIG 3.4 6 35.64 –1.06 .30
10.20 9.71 AdvancedMerg AMPI.UT ... ... 9.80 +0.03 ... 26.42 3.68 AmericanWell AMWL ... dd 4.15 +0.29 ... 9.97 9.55 AthenaTechII A ATEK ... ... 9.76 ... ... 10.37 5.81 Babcock&Wilcox BW ... dd 7.27 –0.17 ... 10.21 4.45 BigBear.ai BBAI ... dd 6.06 +0.96 ...
10.07 9.60 AdvMergerPtrsA AMPI ... cc 9.72 ... ... 10.68 10.10 AmericasTechAcqn ATA.UT ... ... 10.25 –0.02 ... 0.55 0.37 AthenaTechIIWt ATEK.WT ... ... .40 ... ... 16.00 4.50 Babylon BBLN ... dd 4.62 –0.24 ... 1.75 0.55 BigBear.aiWt BBAI.WT ... ... 1.00 +0.31 ...
1.80 0.48 AdvMergerPtrsWt AMPI.WT ... ... .57 ... ... 10.20 9.82 AmericasTechA ATA ... cc 10.19 +0.02 ... 119.96 64.25 Atkore ATKR ... 7 105.92 +0.76 ... 2.36 0.52 BabylonWt BBLN.WT ... ... .62 –0.12 ... 948.97 553.56 BiglariA BH.A ... 5 578.30 –13.70 ...
50.95 25.55 AdvanSix ASIX 1.3 8 38.72 +4.52 .125 1.04 0.10 AmericasTechWt ATA.WT ... ... .12 –0.08 ... 10.90 9.81 AtlStreetAcqn ASAQ.UT ... ... 9.95 –0.04 ... 112.36 85.55 BadgerMeter BMI .8 48 100.07 –1.36 .20 188.50 110.56 BiglariB BH ... 5 115.13 –1.15 ...
6.22 3.89 Aegon AEG 3.2 ... 5.17 –0.24 .0935 40.85 25.27 AmericoldRealty COLD 3.3 dd 26.88 –1.08 .22 10.32 9.56 AtlStreetAcqn ASAQ ... 63 9.83 +0.01 ... 50.80 3.31 Bakkt BKKT ... dd 5.81 +0.61 ... 348.50 128.00 Bill.com BILL ... dd 229.36 +5.13 ...
2.97 1.14 Aenza AENZ ... dd 1.70 –0.05 ... 332.37 213.38 Ameriprise AMP 1.5 13 302.77 +2.21 1.13 1.51 0.21 AtlStreetAcqnWt ASAQ.WT ... ... .30 +0.03 ... 18.64 0.84 BakktWt BKKT.WT ... ... 2.04 +0.50 ... 151.51 62.57 BiohavenPharm BHVN ... dd 121.94 –17.67 ...
71.38 46.11 AerCap AER ... 9 62.81 –2.96 ... 144.22 100.71 AmerisourceBrgn ABC 1.3 18 141.92 +0.42 .46 16.49 12.35 Atlas ATCO 3.4 12 14.54 –0.13 .125 98.09 77.95 Ball BLL .9 34 90.87 +0.26 .20 832.70 547.22 Bio-RadLab A BIO ... 5 641.29 +57.53 ...
52.17 35.47 AerojetRocket AJRD .0 21 36.98 +0.21 5.00 148.07 117.80 Ametek AME .7 31 129.87 +1.65 .22 10.95 9.77 AtlasCrestII ACII.UT ... ... 9.84 +0.04 ... 75.92 26.11 Bally's BALY ... 26 36.25 +1.20 ... 818.60 567.95 Bio-RadLab B BIO.B ... 5 645.69 +6.77 ...
18.91 3.85 AevaTech AEVA ... dd 3.97 –0.72 ... 7.45 3.89 AmnealPharm AMRX ... 50 4.59 –0.04 ... 10.37 9.46 AtlasCrestII A ACII ... 49 9.74 +0.02 ... 22.09 15.40 BancCalifornia BANC 1.2 20 20.03 +0.49 .06 11.32 2.81 BirdGlobal BRDS ... dd 3.23 +0.21 ...
5.96 0.55 AevaTechWt AEVA.WT ... ... .70 –0.15 ... 8.58 4.12 Ampco-Pitt AP ... 70 6.40 +0.33 ... 1.96 0.34 AtlasCrestII Wt ACII.WT ... ... .34 –0.06 ... 4.98 2.47 BancoBBVA BBAR ... 4 3.46 –0.05 ... 5.00 0.40 BirdGlobalWt BRDS.WT ... ... .45 +0.01 ...
191.62 128.39 AffiliatedMgrs AMG .0 11 141.76 +0.22 .01 88.45 58.58 Amphenol APH 1.0 30 76.85 +0.62 .20 109.34 84.59 AtmosEnergy ATO 2.5 21 109.09 +3.05 .68 7.26 5.04 BancoBilbaoViz BBVA 4.7 8 6.14 –0.32 .2611 10.25 9.80 BiteAcqn BITE.UT ... ... 9.90 ... ...
10.30 9.85 AfricanGoldAcqn AGAC.UT ... ... 9.92 ... ... 5.78 2.35 AmplifyEnergy AMPY ... dd 4.70 –0.04 ... 26.67 18.46 Atotech ATC ... dd 24.14 –0.15 ... 4.86 2.79 BancoBradesco BBDO 4.0 8 3.29 –0.15 .002 9.96 9.55 BiteAcqn BITE ... ... 9.74 +0.01 ...
9.82 9.40 AfricanGoldA AGAC ... 55 9.71 ... ... 18.80 7.00 Amrep AXR ... 8 11.92 –0.08 ... 18.49 4.18 ATRenew RERE ... dd 4.39 –0.54 ... 25.12 15.60 BancodeChile BCH 4.1 10 20.84 –0.30 .855 0.75 0.31 BiteAcqnWt BITE.WT ... ... .34 –0.06 ...
0.97 0.29 AfricanGoldWt AGAC.WT ... ... .30 ... ... 70.25 39.92 Anaplan PLAN ... dd 48.51 +3.73 ... 6.31 2.01 Audacy AUD ... dd 2.94 +0.83 ... 19.33 14.30 Bladex BLX 6.5 10 15.33 –0.31 .25 72.78 58.53 BlackHills BKH 3.4 19 69.89 +0.88 .595
9.99 9.57 AfterNextA AFTR ... ... 9.65 +0.03 ... 10.05 9.95 AndrettiAcqn WNNR.UT ... ... 9.99 –0.01 ... 2.40 0.50 AusterlitzI Wt AUS.WT ... ... .54 –0.06 ... 21.20 12.06 BancoMacro BMA ... 4 14.90 +0.47 ... 84.27 52.00 BlackKnight BKI ... 42 56.45 +0.59 ...
10.70 9.75 AfterNextHealth AFTR.UT ... ... 9.75 ... ... 19.00 15.70 AngelOakMtg AOMR 8.7 19 16.60 –0.26 .36 11.67 9.81 AusterlitzAcqnI AUS.UT ... ... 9.88 –0.01 ... 9.02 5.19 BancSanBrasil BSBR 9.1 ... 5.96 –0.28 .0642 10.74 10.01 BlackMountain BMAC.UT ... ... 10.06 +0.03 ...
1.01 0.50 AfterNextWt AFTR.WT ... ... .53 +0.03 ... 10.35 9.80 AngelPond POND.UT ... ... 10.05 +0.05 ... 10.16 9.69 AusterlitzI A AUS ... dd 9.74 ... ... 26.15 15.37 BcoSantChile BSAC 5.4 9 19.06 –0.34 .9285 9.96 9.76 BlackMountainA BMAC ... ... 9.85 ... ...
179.57 112.47 AgilentTechs A .6 34 133.73 +1.68 .21 9.95 9.57 AngelPondA POND ... ... 9.95 +0.06 ... 10.14 9.63 AusterlitzII A ASZ ... 70 9.74 +0.01 ... 6.67 4.49 BcoSantMex BSMX 2.8 9 5.64 +0.01 .0675 0.65 0.27 BlackMountainWt BMAC.WT ... ... .28 –0.01 ...
26.36 10.00 Agiliti AGTI ... cc 17.54 –0.43 ... 1.16 0.50 AngelPondWt POND.WT ... ... .55 –0.01 ... 1.50 0.44 AusterlitzII Wt ASZ.WT ... ... .54 –0.02 ... 4.38 2.96 BancoSantander SAN 1.1 7 3.54 –0.25 .0563 9.98 9.39 BlackSpadeA BSAQ ... ... 9.65 +0.04 ...
44.83 14.36 agilon health AGL ... dd 20.30 +0.72 ... 26.77 14.57 AngloGoldAsh AU .9 15 21.84 –0.16 .1446 10.70 9.76 AusterlitzAcqnII ASZ.UT ... ... 9.86 +0.01 ... 37.00 27.64 BanColombia CIB 3.1 27 35.25 +1.10 .0672 0.89 0.37 BlackSpadeWt BSAQ.WT ... ... .37 –0.08 ...
74.50 45.42 AgnicoEagle AEM 3.1 23 51.80 –3.12 .40 79.67 54.08 AB InBev BUD .7 23 66.05 +3.00 .5964 120.00 25.00 Autohome ATHM ... 8 30.26 +2.95 ... 50.11 34.68 BankofAmerica BAC 1.9 13 45.02 –0.94 .21 12.75 8.37 BlackStoneMin BSM 8.9 17 12.10 +0.55 .27
75.95 61.27 AgreeRealty ADC 4.2 37 64.97 +1.36 .227 9.64 6.45 AnnalyCap NLY 12.5 4 7.02 –0.09 .22 110.59 80.83 Autoliv ALV 2.8 19 92.05 –7.25 .64 41.69 30.95 BankofButterfield NTB 4.5 12 38.87 –1.66 .44 20.17 5.80 BlackBerry BB ... dd 6.72 +0.07 ...
52.96 36.52 AirLease AL 1.6 13 45.01 +0.01 .185 132.00 12.06 AnnovisBio ANVS ... dd 14.45 +0.40 ... 133.48 74.23 AutoNation AN ... 6 112.77 +2.94 ... 99.10 75.68 BankofHawaii BOH 3.2 14 86.68 –0.60 .70 973.16 670.28 BlackRock BLK 2.6 20 750.87 –5.15 4.88
316.39 228.44 AirProducts APD 2.7 25 240.38 –1.59 1.62 11.71 8.26 AnteroMidstream AM 9.4 14 9.61 –0.05 .225 2110.00 1145.16 AutoZone AZO ... 18 1864.63 –55.38 ... 120.87 81.53 BankofMontreal BMO 3.6 12 114.38 –0.42 1.062 13.20 2.23 BlackSkyTech BKSY ... dd 2.52 –0.06 ...
165.98 131.35 AlamoGroup ALG .5 24 137.93 +1.31 .18 22.82 8.64 AnteroResources AR ... dd 22.65 +0.97 ... 191.67 89.35 Avalara AVLR ... dd 102.30 +8.90 ... 64.63 41.98 BankNY Mellon BK 2.5 13 54.37 –2.01 .34 3.18 0.26 BlackSkyTechWt BKSY.WT ... ... .32 –0.03 ...
The Week’s Statistics

Barron's 50-Stock Average ............. 61 Dividend Ex-Payment Dates ........... 65 Gold & Silver Prices......................... 64 N.Y. Stock Exchange ...................... 41 Top Savings Deposit Yields............. 59
Cash Track ..................................... 54 DJ Averages ................................... 60 Gold Mining Index ......................... 64 Nasdaq National Market................ 46 Trading Diary ................................. 60
Charting the Market ...................... 37 DJ U.S. Total Market Industry Groups 62 Indexes P/Es & Yields ...................... 61 New Corporate Listings ................. 65 Vital Signs...................................... 32
Closed-End Funds.......................... 58 Dow Jones Averages ...................... 60 Initial Public Offerings.................... 62 New Highs & Lows ......................... 63 Week In Stocks............................... 61
NYSE Half-Hourly Volume .............. 62
Coming Earnings ........................... 62 Dow Jones Per Share Values ........... 61 Investor Sentiment Readings ......... 64 Weekly Bond Statistics................... 64
Other Market Indexes .................... 60
Conference Call Calendar............... 63 Exchange Traded Portfolios ........... 52 Key Foreign Market Indexes ........... 53 Pulse of the Economy..................... 62 Winners & Losers Stocks ................ 40
Delta Tactical Sentiment ................ 61 Federal Reserve Data Bank ............. 64 Market Lab .................................... 60 SEC Form 144 Filings ...................... 61
Distributions & Offerings ............... 61 Foreign Exchange .......................... 64 Money Rates, U.S. & Foreign .......... 64 For statistical queries please contact the
Stock Splits - Special Dividends ...... 65 Statistics Team: 609-520-4799
Dividend Boosts - Reductions......... 65 Global Stock Markets..................... 53 Mutual Funds ................................ 54 Stock Volume ................................ 61 or email: barronsstats@barrons.com

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
149.78 63.71 Blackstone BX 3.2 16 128.78 +4.92 1.45 72.08 51.02 CalWtrSvc CWT 1.8 25 55.97 –2.81 .25 196.67 138.61 Clorox CLX 3.1 74 147.58 –2.97 1.16 2.40 0.40 DPCM Cap Wt XPOA.WT ... ... .79 +0.02 ... 12.37 7.46 EldoradoGold EGO ... dd 11.18 +0.22 ...
34.04 28.61 BlackstoneMtg BXMT 7.8 11 31.65 –0.17 .62 80.95 31.65 Calix CALX ... 15 53.99 +0.45 ... 221.64 60.96 Cloudflare NET ... dd 109.27 +13.40 ... 13.18 7.51 DRDGOLD DRD 3.3 9 9.17 +0.37 .1328 26.92 17.20 ElementSolns ESI 1.3 30 24.75 +1.05 .08
21.04 6.45 BlendLabs BLND ... dd 8.53 –0.68 ... 37.75 21.20 CallawayGolf ELY ... 10 23.99 +0.61 ... 6.34 2.95 CN Finance CNF ... 7 3.90 +0.24 ... 123.74 98.43 DTE Energy DTE 2.9 26 121.95 +2.60 .825 4.79 2.54 ElevateCredit ELVT ... dd 3.30 +0.02 ...
26.51 18.75 BlockHR HRB 4.4 7 24.49 –0.49 .27 65.45 24.40 CallonPetrol CPE ... 8 51.56 –0.38 ... 62.90 48.97 Coca-Cola KO 2.8 28 62.85 +0.31 .44 52.78 45.37 DTEEnergy DTP 6.1 ... 50.90 +0.24 .7813 19.60 15.33 EllingtonFin EFC 10.3 7 17.55 +0.01 .15
289.23 82.72 Block SQ ... cc 119.82 +22.10 ... 180.37 99.70 CamdenProperty CPT 2.2 57 168.09 +6.19 .94 59.07 41.53 Coca-Cola Femsa KOF 4.4 18 55.47 +2.07 1.244 54.10 38.21 DT Midstream DTM 4.6 16 52.19 +2.00 .60 13.92 8.90 EllingtonResiMtg EARN 12.3 31 9.75 –0.29 .10
37.01 12.55 BloomEnergy BE ... dd 20.32 +1.97 ... 28.49 14.50 Cameco CCJ .4 dd 22.81 +2.59 .0625 11.14 4.12 CoeurMining CDE ... dd 4.35 +0.07 ... 44.18 24.20 DXC Tech DXC ... dd 35.53 –0.09 ... 10.39 9.78 ElliottOppII EOCW.UT ... ... 9.86 –0.04 ...
12.76 3.52 BlueApron APRN ... dd 5.45 –0.57 ... 52.23 39.76 CampbellSoup CPB 3.3 14 45.19 +0.24 .37 101.22 62.43 Cohen&Steers CNS 2.7 19 80.77 +0.95 .55 28.44 17.76 Dana DAN 2.0 15 19.67 –2.44 .10 10.11 9.55 ElliottOppIIA EOCW ... ... 9.70 –0.02 ...
17.89 9.35 BlueOwlCapital OWL 3.2 dd 12.43 +0.13 .10 49.20 27.37 CampingWorld CWH 6.6 5 30.11 –1.98 .625 11.35 9.95 CohnRobbins CRHC.UT ... ... 10.13 –0.01 ... 333.96 211.22 Danaher DHR .4 32 279.25 +12.32 .25 1.52 0.63 ElliottOppIIWt EOCW.WT ... ... .70 +0.03 ...
6.55 0.97 BlueOwlCapWt OWL.WT ... ... 3.41 –0.01 ... 53.64 24.00 CanadaGoose GOOS ... 34 26.73 –1.61 ... 10.66 9.65 CohnRobbinsA CRHC ... dd 9.93 +0.01 ... 102.95 35.65 Danaos DAC 3.2 2 94.20 –0.87 .75 15.06 9.30 EmbotellAndinaA AKO.A 5.1 9 10.89 +0.42 .2152
36.10 15.69 BluegreenVac BVH ... 11 28.83 –1.24 ... 132.48 92.16 CIBC CM 3.7 12 128.78 +2.90 1.2587 2.22 0.59 CohnRobbinsWt CRHC.WT ... ... .67 –0.03 ... 51.37 3.09 DanimerScientific DNMR ... dd 3.94 +0.27 ... 17.25 11.27 EmbotellAndinaB AKO.B 4.9 9 12.47 +0.33 .2367
96.63 33.05 BlueLinx BXC ... 3 87.35 +1.64 ... 136.22 100.66 CanNtlRlwy CNI 1.9 23 124.60 –0.09 .5776 54.67 39.46 Colfax CFX ... 83 42.48 +1.15 ... 118.00 34.47 DaqoNewEnergy DQ ... 5 42.92 +3.39 ... 19.40 8.22 Embraer ERJ ... dd 13.76 –1.17 ...
10.40 9.81 BlueRiverAcqn BLUA.UT ... ... 9.86 ... ... 54.90 27.01 CanNaturalRes CNQ 3.4 14 54.76 +2.89 .4622 85.61 74.01 ColgatePalm CL 2.3 31 78.14 –1.41 .45 164.28 128.59 Darden DRI 2.9 21 145.08 +0.34 1.10 7.28 2.69 EmeraldHldg EEX ... dd 3.55 +0.30 ...
9.93 9.57 BlueRiverA BLUA ... cc 9.75 ... ... 83.07 64.37 CanPacRlwy CP .8 21 70.84 –1.52 .1498 9.78 9.55 ColombierAcqnA CLBR ... ... 9.64 +0.01 ... 85.98 58.70 DarlingIngred DAR ... 22 70.65 +4.12 ... 102.88 29.88 EmergentBiosol EBS ... 9 39.64 –2.18 ...
1.30 0.40 BlueRiverWt BLUA.WT ... ... .45 –0.01 ... 11.01 2.60 Cango CANG 7.0 2 3.27 –0.22 1.00 10.00 9.60 ColombierAcqnUn CLBR.UT ... ... 9.78 –0.01 ... 28.26 20.76 Datto MSP ... 75 23.32 –2.18 ... 105.99 85.87 EmersonElec EMR 2.2 20 92.82 +0.05 .515
11.87 9.74 BluescapeOpps BOAC.UT ... ... 10.02 +0.01 ... 42.35 23.76 Cannae CNNE ... 7 26.37 –0.63 ... 1.09 0.40 ColombierAcqnWt CLBR.WT ... ... .44 ... ... 136.48 94.38 DaVita DVA ... 13 114.60 –0.89 ... 13.11 8.36 EmpireStateRealty ESRT 1.5 dd 9.60 +0.13 .035
10.90 9.51 BluescapeOppsAcqn BOAC ... cc 9.85 +0.01 ... 16.17 4.80 CanoHealth CANO ... dd 5.19 –0.95 ... 10.15 9.70 ColonnadeAcqnII CLAA.UT ... ... 9.71 –0.08 ... 451.49 267.08 DeckersOutdoor DECK ... 19 287.55 –8.71 ... 43.82 33.12 EmployersHldgs EIG 2.5 9 39.65 +0.11 .25
2.46 0.33 BluescapeOppsWt BOAC.WT ... ... .34 –0.01 ... 5.70 0.88 CanoHealthWt CANO.WT ... ... 1.12 –0.31 ... 9.96 9.61 Colonnade II A CLAA ... 64 9.71 ... ... 400.34 320.50 Deere DE 1.2 19 346.98 –22.12 1.05 10.60 9.70 EmpowermentI EPWR.UT ... ... 9.91 –0.03 ...
278.57 183.77 Boeing BA ... dd 201.48 –7.55 ... 25.94 20.73 Canon CAJ 3.1 13 23.83 –0.75 .474 1.39 0.41 Colonnade II Wt CLAA.WT ... ... .48 –0.03 ... 51.56 33.60 DelekLogistics DKL 9.4 11 41.28 –2.70 .975 10.35 9.50 Empower&IncA EPWR ... dd 9.77 +0.01 ...
85.06 46.51 BoiseCascade BCC .6 4 76.35 –6.21 .12 177.95 116.67 CapitalOne COF 1.6 6 153.59 –0.37 .60 102.09 63.07 Comerica CMA 2.8 11 95.54 –0.32 .68 26.21 13.48 DelekUS DK ... dd 17.80 +0.05 ... 1.25 0.25 EmpowerIWt EPWR.WT ... ... .36 +0.01 ...
134.50 53.73 BootBarn BOOT ... 15 86.23 +6.11 ... 72.37 44.25 Capri CPRI ... 19 68.97 +1.16 ... 103.74 59.63 ComfortSystems FIX .6 22 86.08 –2.14 .13 61.54 40.47 DellTechC DELL ... 6 51.46 –7.44 ... 7.90 3.27 EmpresaDisCom EDN ... dd 6.79 +0.70 ...
91.00 69.68 BoozAllen BAH 2.3 18 76.39 +3.36 .43 62.96 45.85 CardinalHealth CAH 3.6 28 54.20 +0.02 .4908 38.72 24.90 CommercialMetals CMC 1.5 8 37.66 +0.91 .14 52.28 33.40 DeltaAir DAL ... cc 41.54 –1.30 ... 43.72 33.78 Enbridge ENB 6.3 19 42.60 +1.42 .6779
7.99 0.55 BoqiiHolding BQ ... dd .59 –0.08 ... 250.23 143.88 Carlisle CSL .9 31 240.23 +6.17 .54 82.53 65.00 CommBkSys CBU 2.4 21 72.59 –0.69 .43 48.38 28.08 Deluxe DLX 3.8 22 31.35 –1.68 .30 89.68 56.31 EncompassHealth EHC 1.7 16 67.01 +1.10 .28
55.55 40.17 BorgWarner BWA 1.6 19 42.15 –1.41 .17 155.98 96.39 CarMax KMX ... 15 107.35 +1.71 ... 17.04 7.95 CommunityHlthSys CYH ... 6 10.62 –0.14 ... 10.86 9.89 DelwindsIns DWIN.UT ... ... 10.04 –0.09 ... 172.41 79.21 Endava DAVA ... 85 132.17 –3.70 ...
2.86 1.12 BorrDrilling BORR ... dd 2.07 –0.04 ... 31.52 16.32 Carnival CCL ... dd 21.10 –1.07 ... 52.54 40.96 CommunityHlthcr CHCT 4.1 48 42.53 –1.21 .4375 10.10 9.65 DelwindsInsA DWIN ... cc 9.92 +0.01 ... 35.28 22.02 Endeavor EDR ... dd 31.06 +0.27 ...
1349.98 355.87 BostonBeer SAM ... cc 380.53 +2.27 ... 27.31 15.16 Carnival CUK ... dd 19.64 –0.81 ... 8.22 5.76 SABESP SBS .7 11 8.05 +0.65 .0714 1.05 0.24 DelwindsInsWt DWIN.WT ... ... .30 –0.05 ... 7.76 3.35 EndeavourSilver EXK ... 20 4.27 +0.22 ...
46.61 23.85 BostonOmaha BOC ... 9 27.34 +1.58 ... 49.20 26.84 CarpenterTech CRS 2.1 dd 38.65 +0.58 .20 3.67 2.09 EngGr-Cmg C CIG.C ... 7 3.44 +0.07 ... 91.30 38.03 Denbury DEN ... dd 70.77 +3.37 ... 8.88 5.25 EnelAmericas ENIA 2.9 11 5.92 +0.10 .1583
128.00 99.10 BostonProps BXP 3.2 39 123.46 +2.26 .98 66.33 32.71 CarriageSvcs CSV .9 27 50.34 +0.84 .1125 2.77 1.57 EngGr-Cmg CIG ... 5 2.56 –0.01 ... 20.48 11.65 DesignerBrands DBI ... dd 13.45 –0.28 ... 4.09 1.69 EnelChile ENIC 9.5 8 1.73 –0.07 .2187
46.29 37.13 BostonSci BSX ... 66 45.10 +2.55 ... 58.89 34.75 CarrierGlobal CARR 1.3 24 45.23 +1.15 .15 7.13 5.01 COPEL ELP 9.4 17 6.62 –0.16 .0703 21.52 3.25 DesktopMetal DM ... dd 3.88 –0.03 ... 51.38 32.38 Energizer ENR 3.5 17 34.07 –0.36 .30
12.63 6.96 Bowlero BOWL ... dd 9.50 +0.39 ... 19.09 10.73 Cars.com CARS ... 54 15.95 +0.64 ... 10.33 3.56 CiaSiderurgica SID 7.8 2 4.79 +0.05 .2433 17.66 7.97 Despegar.com DESP ... dd 11.78 –0.49 ... 11.55 7.37 EnergyTransfer ET 7.2 5 9.79 –0.26 .175
2.19 0.56 BowleroWt BOWL.WT ... ... 1.98 +0.05 ... 116.92 80.50 Carter's CRI 2.5 12 96.91 +8.43 .60 21.82 15.03 CerveceriasUnid CCU 7.4 13 16.59 +0.08 .7066 16.70 11.54 DeutscheBank DB ... 11 13.44 –1.87 ... 18.57 8.88 EnergyVault NRGV ... dd 13.40 +1.04 ...
28.13 17.63 Box BOX ... dd 25.33 +0.01 ... 376.83 107.50 Carvana CVNA ... dd 152.57 +26.17 ... 33.31 22.53 CompassDiversif CODI 4.2 dd 24.05 +0.99 .25 58.03 20.14 DevonEnergy DVN 7.2 13 55.20 +0.42 .84 1.98 0.75 EnergyVaultWt NRGV.WT ... ... 1.74 +0.34 ...
17.05 8.41 Boxed BOXD ... ... 10.00 +0.33 ... 10.95 10.01 CascadeAcqn CAS.UT ... ... 10.16 ... ... 22.11 6.91 Compass COMP ... dd 7.65 –0.65 ... 223.14 156.66 Diageo DEO 2.0 28 201.95 +2.26 1.5713 28.84 16.25 EnerpacTool EPAC .2 29 17.11 –0.20 .04
1.72 0.65 BoxedWt BOXD.WT ... ... .83 –0.10 ... 10.33 9.72 CascadeAcqnA CAS ... 61 10.03 +0.01 ... 75.44 47.10 CompassMnlInt CMP 1.0 dd 58.28 +3.38 .15 11.49 8.04 DiamndrckHspty DRH ... dd 9.72 –0.06 ... 12.65 4.69 Enerplus ERF 1.1 dd 12.24 +0.62 .0327
72.72 50.38 BoydGaming BYD .0 17 70.48 +2.07 .15 1.45 0.30 CascadeAcqnWt CAS.WT ... ... .33 –0.01 ... 10.88 9.59 ComputeHealth CPUH.UT ... ... 9.88 +0.02 ... 5.85 2.32 DianaShipping DSX 8.4 cc 4.75 +0.52 .092 104.47 68.23 EnerSys ENS .9 21 73.73 +2.07 .175
61.76 44.57 Brady BRC 1.9 18 46.50 –0.05 .225 142.64 91.17 Catalent CTLT ... 32 102.35 +3.31 ... 10.70 9.50 ComputeHlthA CPUH ... cc 9.77 +0.01 ... 147.39 66.76 Dick's DKS 1.7 8 103.26 –0.59 .4375 24.74 4.99 Eneti NETI .7 1 5.76 –0.93 .01
7.30 4.18 BraemarHtls BHR ... dd 6.20 +0.04 ... 10.25 9.59 CatchaInvtA CHAA ... ... 9.76 +0.02 ... 2.25 0.47 ComputeHlthWt CPUH.WT ... ... .50 ... ... 18.01 3.33 DiDiGlobal DIDI ... dd 4.09 +0.06 ... 23.21 11.50 Enfusion ENFN ... ... 16.44 +0.92 ...
15.17 12.19 BrandywineRealty BDN 5.7 cc 13.38 –0.05 .19 1.07 0.38 CatchaInvtWt CHAA.WT ... ... .39 ... ... 11.34 4.67 ComstockRscs CRK ... dd 8.16 +0.75 ... 17.30 7.54 DieboldNixdorf DBD ... dd 8.82 –0.45 ... 38.83 18.26 EngageSmart ESMT ... dd 21.41 +0.96 ...
6.83 3.85 BrasilAgro LND 7.1 5 6.49 +0.67 .4586 12.78 7.19 CatchMarkTimber CTT 3.8 7 7.85 –0.17 .075 39.09 30.44 ConagraBrands CAG 3.5 16 35.35 –0.67 .3125 14.38 3.14 DigitalMedia DMS ... 35 3.69 –0.35 ... 9.02 3.85 EnLinkMid ENLC 5.3 cc 8.51 +0.06 .1125
26.93 9.96 Braskem BAK ... 3 18.46 –1.09 ... 246.69 179.67 Caterpillar CAT 2.4 16 187.06 –4.89 1.11 15.28 9.89 ConcordAcqn CND.UT ... ... 10.56 –0.15 ... 2.86 0.27 DigitalMediaWt DMS.WT ... ... .40 +0.01 ... 22.24 17.65 Ennis EBF 5.4 18 18.68 –0.59 .25
25.61 14.05 BridgeInvt BRDG 4.5 19 21.22 –0.13 .24 19.89 10.87 Cato CATO 3.9 11 17.29 –0.08 .17 13.48 9.63 ConcordAcqnA CND ... dd 9.95 –0.10 ... 178.22 124.65 DigitalRealty DLR 3.4 23 137.90 +2.70 1.16 47.88 29.31 EnovaIntl ENVA ... 6 41.16 +0.10 ...
25.49 13.66 BrighamMin MNRL 3.4 20 21.85 –0.27 .31 12.00 3.45 Cazoo CZOO ... dd 4.24 –0.06 ... 3.94 0.69 ConcordAcqnWt CND.WT ... ... 1.21 –0.14 ... 8.70 5.53 DigitalBridge DBRG ... dd 7.47 +0.43 ... 10.05 9.57 EnphysAcqnA NFYS ... ... 9.65 +0.02 ...
17.93 2.44 BrightHealth BHG ... dd 3.36 –0.19 ... 3.40 0.48 CazooWt CZOO.WT ... ... .60 –0.18 ... 10.30 9.61 ConcordAcqnII CNDA.UT ... ... 9.91 +0.01 ... 133.40 35.35 DigitalOcean DOCN ... dd 59.88 +7.80 ... 0.60 0.38 EnphysAcqnWt NFYS.WT ... ... .38 –0.01 ...
182.50 113.41 BrightHorizons BFAM ... cc 128.81 –2.47 ... 62.56 39.15 CedarFairRec FUN ... dd 57.07 +0.75 ... 10.70 9.60 ConcordAcqnIIA CNDA ... ... 9.68 –0.05 ... 416.71 77.61 Dillard's DDS .3 6 265.92 +22.23 .20 117.63 79.80 EnPro NPO 1.0 13 109.24 –1.85 .28
6.61 0.78 BrightScholarEduc BEDU 20.3 dd 1.04 –0.04 .12 25.75 13.46 CedarRealty CDR 1.1 dd 23.81 +0.14 .066 1.24 0.46 ConcordAcqnIIWt CNDA.WT ... ... .47 –0.02 ... 100.70 61.38 DineBrands DIN 1.9 19 84.09 +3.97 .46 115.02 85.78 Entergy ETR 3.8 19 105.58 +0.96 1.01
31.17 17.86 BrightSphere BSIG .2 7 24.35 +0.03 .01 176.50 133.50 Celanese CE 1.9 8 141.28 –2.97 .68 10.37 10.00 ConcordAcqnIII CNDB.UT ... ... 10.06 –0.05 ... 46.00 3.90 Dingdong DDL ... dd 4.52 –1.50 ... 25.69 20.42 EnterpriseProd EPD 7.8 11 23.80 +0.31 .45
10.68 8.05 BrightSpire BRSP 8.1 dd 8.91 –0.08 .18 13.40 7.01 Celestica CLS ... 15 12.08 –0.28 ... 10.40 9.72 ConcordAcqnIII A CNDB ... ... 9.89 ... ... 10.02 9.78 DirectSellingA DSAQ ... ... 9.96 –0.01 ... 9.34 3.08 Entravision EVC 1.6 12 6.40 +0.24 .025
19.17 12.11 BrightView BV ... 32 13.54 +0.30 ... 9.02 5.11 CementosPacasm CPAC 13.8 14 6.65 –0.14 .9957 0.95 0.38 ConcordAcqnIIIWt CNDB.WT ... ... .40 –0.05 ... 0.70 0.30 DirectSellingAcqnWt DSAQ.WT ... ... .34 +0.02 ... 85.99 61.00 Envestnet ENV ... cc 72.88 +6.87 ...
78.33 30.20 BrinkerIntl EAT ... 13 42.84 –0.01 ... 9.09 4.85 Cemex CX ... 12 5.14 –0.44 ... 4.70 1.67 ConcordMed CCM ... dd 1.87 –0.11 ... 135.69 89.83 DiscoverFinSvcs DFS 1.6 7 124.01 +0.20 .50 49.92 36.73 Envista NVST ... 25 48.52 +0.60 ...
84.72 58.48 Brink's BCO 1.1 34 70.53 +1.30 .20 16.17 7.10 CenovusEnergy CVE .7 68 15.29 –0.08 .0276 159.11 115.00 Conmed CNMD .5 77 148.30 +8.90 .20 203.02 129.26 Disney DIS ... 89 149.53 –1.83 ... 76.92 44.40 Enviva EVA 4.7 dd 70.13 +0.33 .86
69.75 53.22 BristolMyers BMY 3.1 22 68.80 +1.25 .54 11.00 3.65 CenovusEnergyWt CVE.WT ... ... 10.18 –0.32 ... 94.93 47.85 ConocoPhillips COP 2.0 15 91.27 +1.64 .30 11.10 10.06 dMYTechVI DMYS.UT ... ... 10.07 –0.06 ... 4.85 2.61 EnzoBiochem ENZ ... 31 3.40 +0.03 ...
0.39 0.07 BristolMyersRt CELG.RT ... ... .20 +0.03 ... 86.81 58.08 Centene CNC ... 37 83.52 +1.46 ... 87.67 65.56 ConEd ED 3.7 22 85.94 +1.33 .79 10.45 9.69 dMYTechGroupVI DMYS ... ... 9.71 –0.05 ... 300.11 161.87 Equifax EFX .7 36 218.56 +5.52 .39
39.72 24.82 Bristow VTOL ... dd 32.33 +1.31 ... 28.52 19.31 CenterPointEner CNP 2.5 12 27.38 +0.77 .17 1.04 0.41 ConstellationI Wt CSTA.WT ... ... .43 –0.02 ... 2.16 0.68 dMYTechGrpVIWt DMYS.WT ... ... .75 –0.01 ... 32.34 18.45 Equinor EQNR 1.6 12 31.27 +1.25 .18
47.24 33.62 BritishAmTob BTI 6.5 11 45.18 –1.32 .7354 10.95 6.64 CenterraGold CGAU 2.4 dd 9.31 +0.35 .0556 10.50 9.70 ConstellationI CSTA.UT ... ... 9.90 ... ... 104.74 72.85 DolbyLab DLB 1.3 31 75.87 +0.57 .25 37.13 27.54 Equitable EQH 2.2 dd 33.09 –0.08 .18
28 25 38 5.87 dd
27.15 19.18 BrixmorProp BRX 3.7 25.64 +0.29 .24 112.27 66.91 Centerspace CSR 3.0 dd 97.10 +4.52 .72 10.10 9.50 ConstellationI A CSTA ... 9.74 –0.02 ... 17.66 12.15 Dole DOLE 2.1 15.26 +0.25 .08 11.52 EquitransMdstm ETRN 9.2 6.49 –0.67 .15
11.10 8.15 BroadmarkRealty BRMK 9.8 14 8.55 –0.43 .07 9.61 5.17 CentraisElBras EBR 10.5 9 6.64 –0.05 .1551 258.00 207.35 ConstBrands A STZ 1.4 dd 217.04 +1.19 .76 240.14 173.50 DollarGeneral DG .8 19 198.99 –0.98 .42 29.18 25.00 EquityCommnwlth EQC ... dd 26.85 –0.35 ...
0.27 0.06 BroadmarkRltyWt BRMK.WT ... ... .08 ... ... 30.97 22.52 CentralPacFin CPF 3.6 10 29.01 –0.59 .26 257.00 209.85 ConstBrands B STZ.B 1.3 dd 217.69 –2.66 .69 10.55 2.12 Doma DOMA ... dd 2.47 +0.11 ... 11.10 9.95 EquityDistribution EQD.UT ... ... 10.05 +0.07 ...
185.40 137.58 BroadridgeFinl BR 1.7 32 148.25 +5.87 .64 4.38 1.90 CentralPuerto CEPU ... 31 3.78 +0.04 ... 21.60 13.02 Constellium CSTM ... 9 19.57 +0.35 ... 1.70 0.38 DomaWt DOMA.WT ... ... .54 –0.01 ... 10.59 9.70 EquityDistrA EQD ... 36 9.85 ... ...
28.00 17.72 Broadstone BNL 4.8 33 21.93 +0.03 .265 86.07 52.19 CenturyComm CCS 1.3 4 63.23 +0.73 .20 19.31 7.80 ContainerStore TCS ... 5 8.37 –0.19 ... 81.67 67.85 DominionEner D 3.4 20 79.69 +0.54 .6675 1.91 0.40 EquityDistrWt EQD.WT ... ... .46 –0.03 ...
8.95 4.64 BrookdaleSrLiving BKD ... dd 7.00 +0.60 ... 130.37 62.33 CeridianHCM CDAY ... dd 71.85 +5.00 ... 60.16 22.85 ContinentalRscs CLR 1.3 11 52.32 –0.45 .23 105.25 91.90 DominionEnerUn DCUE 7.3 ... 99.44 –1.46 1.8125 88.70 58.27 EquityLife ELS 1.9 54 76.08 +0.69 .3625
62.47 40.01 BrookfieldMgt BAM 1.0 23 54.82 +1.62 .14 29.42 16.26 ChannelAdvisor ECOM ... 12 17.89 +1.12 ... 23.58 13.18 Volaris VLRS ... dd 20.67 –0.19 ... 567.57 319.71 Domino's DPZ .9 33 429.98 –5.64 .94 93.03 65.37 EquityResdntl EQR 2.8 25 87.26 +2.90 .6025
85.00 47.98 BrookfieldReins BAMR .0 ... 55.44 +1.72 .14 6.63 3.45 CharahSolutions CHRA ... dd 5.26 +0.26 ... 14.29 5.10 ConveyHealth CNVY ... ... 5.91 +0.13 ... 69.35 51.02 Donaldson DCI 1.6 23 54.12 +0.55 .22 2.91 1.70 EquusTotReturn EQS ... dd 2.60 +0.16 ...
51.98 38.50 BrookfieldBusPtr BBU .6 13 41.39 –1.67 .0625 36.86 11.21 ChargePoint CHPT ... dd 13.71 –0.10 ... 463.59 368.05 Cooper COO .0 7 410.89 +21.91 .03 52.33 24.17 DonnelleyFin DFIN ... 8 32.97 +0.18 ... 12.65 9.06 ErmenegildoZegna ZGN ... dd 9.62 –0.08 ...
80.60 56.89 BrookfieldInfr BIPC 3.1 dd 69.88 +2.06 .54 460.21 259.02 CharlesRiverLabs CRL ... 39 296.16 +2.55 ... 47.85 11.87 Cooper-Standard CPS ... dd 13.30 –1.19 ... 257.25 85.18 DoorDash DASH ... dd 100.34 +4.13 ... 2.45 0.79 ErmenegildoZegnaWt ZGN.WT ... ... 2.04 –0.10 ...
62.48 50.32 BrookfieldInfr BIP 3.7 33 58.95 –0.81 .54 206.29 108.29 ChartIndustries GTLS ... 56 129.58 +12.08 ... 4.38 0.20 CooTekCayman CTK ... dd .25 –0.04 ... 15.68 10.77 DorianLPG LPG .0 7 13.51 +0.93 1.00 25.99 11.76 EroCopper ERO ... 6 14.08 +0.22 ...
49.68 31.10 BrookfieldRenew BEPC 3.6 dd 35.65 +0.89 .32 15.12 11.00 ChathamLodging CLDT ... dd 13.80 –0.65 ... 97.63 64.66 Copa CPA ... dd 88.93 –4.31 ... 48.42 21.94 DoubleVerify DV ... cc 27.16 +0.92 ... 52.60 2.70 ErosSTX ESGC ... ... 2.96 –0.05 ...
44.30 30.93 BrookfieldRenew BEP 3.7 dd 34.63 +0.56 .32 3.05 1.13 CheetahMobile CMCM ... 13 1.30 +0.04 ... 32.54 20.00 Core&Main CNM ... 44 22.27 +0.80 ... 51.44 34.23 DouglasDynamics PLOW 3.1 28 36.31 –0.15 .29 54.22 39.62 EssentGroup ESNT 1.8 7 44.41 –0.60 .20
70.75 44.54 Brown&Brown BRO .6 33 67.59 +1.45 .1025 100.19 23.23 Chegg CHGG ... dd 31.01 +2.72 ... 49.87 21.08 CoreLabs CLB .2 63 26.64 +0.36 .01 12.66 6.65 DouglasElliman DOUG ... ... 7.25 +0.45 ... 32.92 21.74 EssentialProp EPRT 4.1 31 25.42 +0.37 .26
76.15 58.59 Brown-Forman A BF.A 1.2 39 61.77 –0.10 .1885 539.87 403.00 Chemed CHE .3 25 480.78 +21.28 .36 49.14 30.52 CoreCard CCRD ... 33 34.04 –0.08 ... 36.97 29.38 DouglasEmmett DEI 3.5 88 32.15 +0.09 .28 53.93 41.11 EssentialUtil WTRG 2.3 28 47.37 +1.85 .2682
81.57 63.05 Brown-Forman B BF.B 1.1 42 66.46 –0.06 .1885 38.87 23.30 Chemours CC 3.5 8 28.69 –0.54 .25 12.35 6.88 CoreCivic CXW ... dd 9.16 –0.71 ... 184.05 122.61 Dover DOV 1.3 21 159.02 –0.01 .50 65.50 53.84 EssentialUtilUn WTRU 5.3 ... 56.69 +1.81 .75
117.62 79.55 Brunswick BC 1.6 12 93.57 –1.75 .365 6.93 8.67 2.95 CorEnergyInfr CORR 6.0 dd 3.32 –0.19 .05 71.38 52.07 Dow DOW 4.7 7 59.65 –0.94 .70 359.49 254.63 EssexProp ESS 2.6 43 324.62 +9.19 2.09
10.68 CherryHillMtg CHMI 14.5 27 7.47 –0.38 .27

57.10 32.26 Buckle BKE 3.8 8 36.69 –0.47 5.65 146.30 105.30 ChesapeakeUtil CPK 1.5 28 132.02 +2.47 .48 18.15 8.30 CorePoint CPLG ... dd 15.97 +0.26 ... 107.79 39.92 Doximity DOCS ... 98 59.07 +2.07 ... 374.20 278.28 EsteeLauder EL .8 34 300.33 –2.66 .60
12.44 6.11 Buenaventura BVN ... dd 9.74 –0.06 ... 140.50 92.86 Chevron CVX 4.0 17 140.38 +6.96 1.42 23.15 10.87 CornerstoneBldg CNR ... 5 22.27 –0.14 ... 75.50 53.24 DrReddy'sLab RDY .5 24 55.53 –1.38 .3365 32.15 22.02 EthanAllen ETD 4.5 8 25.55 +0.69 .29
23.50 6.44 Build-A-Bear BBW .0 10 20.66 –0.27 1.25 105.98 36.69 ChewyA CHWY ... cc 42.17 –2.00 ... 46.82 33.93 Corning GLW 2.6 33 41.10 –0.60 .27 40.62 18.17 Dril-Quip DRQ ... dd 27.38 +2.40 ... 11.20 7.55 Euronav EURN 1.1 dd 10.99 +0.74 .03
10.10 9.64 BuildAcqn BGSX.UT ... ... 9.88 –0.02 ... 7.29 2.12 Chico'sFas CHS ... dd 4.91 +0.24 ... 6.37 4.20 CorpAmAirports CAAP ... dd 5.58 –0.24 ... 4.02 1.14 DriveShack DS ... dd 1.28 +0.02 ... 10.25 9.70 EVeMobilityA EVE ... ... 9.85 –0.15 ...
10.00 9.60 BuildAcqnA BGSX ... ... 9.72 –0.08 ... 16.85 11.30 ChimeraInvt CIM 10.8 5 12.23 –0.75 .33 30.51 23.89 CorpOfficeProp OFC 4.3 38 25.81 +0.20 .275 25.25 16.16 DuckhornPtf NAPA ... 38 19.69 +0.34 ... 10.10 9.90 EVeMobilityAcqnUn EVE.UT ... ... 9.96 ... ...
0.99 0.29 BuildAcqnWt BGSX.WT ... ... .30 –0.09 ... 26.19 17.09 ChinaEastrnAir CEA ... dd 19.50 –1.43 ... 10.22 9.71 CorsairPtrg CORS.UT ... ... 9.87 +0.02 ... 65.40 40.82 Ducommun DCO ... 17 49.07 +3.00 ... 26.52 12.60 Eventbrite EB ... dd 14.93 +0.19 ...
86.48 39.24 BuildersFirst BLDR ... 10 72.72 +1.00 ... 17.73 3.65 ChinaGreenAg CGA ... dd 8.93 –0.30 ... 9.96 9.60 CorsairPtrA CORS ... ... 9.66 ... ... 108.38 85.56 DukeEnergy DUK 3.9 26 100.22 +0.41 .985 164.63 111.51 EvercoreA EVR 2.1 7 127.85 +7.05 .68
105.29 71.73 Bunge BG 2.0 8 105.19 +5.89 .525 11.01 7.85 ChinaLifeIns LFC 5.0 6 8.47 –0.36 .4933 1.19 0.35 CorsairPtrWt CORS.WT ... ... .40 –0.16 ... 66.22 37.74 DukeRealty DRE 2.1 24 53.90 +0.98 .28 10.20 9.98 EverestConsol MNTN.UT ... ... 10.00 –0.05 ...
13.55 8.00 BurfordCapital BUR 3.9 dd 9.68 +0.35 .0625 25.93 0.76 ChinaOnlineEduc COE ... 5 1.35 –0.31 ... 52.38 40.60 Corteva CTVA 1.1 22 51.84 +1.14 .14 25.66 16.61 Dun&Bradstreet DNB ... dd 18.13 –0.10 ... 10.02 9.80 EverestConsolidA MNTN ... ... 9.91 +0.01 ...
357.34 204.95 BurlingtonStrs BURL ... 34 225.64 +4.58 ... 57.90 43.52 ChinaPetrol SNP 9.8 6 50.32 –1.51 2.4674 21.30 13.59 Cosan CSAN 2.7 7 16.33 –0.47 .2635 86.28 66.37 DuPont DD 1.7 7 78.07 –0.70 .33 307.76 234.87 EverestRe RE 2.1 12 302.32 –2.10 1.55
20.39 4.67 ButterflyNtwk BFLY ... dd 5.71 +0.48 ... 39.96 25.08 ChinaSoAirlines ZNH ... dd 32.72 –1.24 ... 16.72 9.18 Costamare CMRE 3.3 6 13.90 –0.03 .115 81.40 32.42 DutchBros BROS ... ... 47.25 –3.41 ... 69.45 52.87 Evergy EVRG 3.7 16 62.55 +1.58 .5725
8.87 1.03 ButterflyNtwkWt BFLY.WT ... ... 1.32 +0.16 ... 19.59 10.57 ChinaYuchai CYD 13.5 7 12.59 –0.81 1.70 24.39 14.28 CoterraEnergy CTRA 9.9 26 22.71 +0.12 .41 105.28 62.88 DycomInds DY ... 64 90.56 –1.28 ... 26.61 12.77 Everi EVRI ... 37 23.92 +1.34 ...
29.15 19.54 BylineBancorp BY 1.3 11 27.34 +0.12 .09 1958.55 1256.27 Chipotle CMG ... 65 1497.00 –26.32 ... 11.12 7.16 Coty COTY ... 99 9.13 –0.04 ... 3.72 2.55 DynagasLNG DLNG ... 3 3.29 +0.09 ... 92.66 76.64 EversourceEner ES 3.1 23 81.81 –1.01 .6375
157.46 100.25 ChoiceHotels CHH .6 28 146.68 +2.55 .2375 69.00 16.61 Coupang CPNG ... dd 25.00 +2.01 ... 80.13 38.99 Dynatrace DT ... cc 43.71 +2.07 ... 51.06 35.51 Evertec EVTC .5 20 41.46 –1.28 .05
C 211.78
45.87
155.07
38.52
Chubb
ChunghwaTel
CB
CHT
1.5
2.7
11
28
207.02
44.86
+2.31
+0.83
.80
1.5457
62.53
42.41
17.32
33.42
Coursera
CousinsProperties
COUR
CUZ
...
3.2
dd
21
19.99
38.93
+0.09
+0.10
...
.31
20.51 14.63 DynexCapital DX 10.1 5 15.51 –0.59 .13 34.60
49.38
17.50
22.00
EvolentHealth
EvoquaWater
EVH
AQUA
...
...
dd
cc
25.42
43.39
+2.10
+0.33
...
...
290.71 215.18 CACI Intl CACI ... 15 266.08 +11.54 ... 104.84
2.98
77.62
0.51
Church&Dwight
ChurchillV Wt
CHD
CCV.WT
1.1
...
30
...
98.70
.64
–0.08
–0.05
.2625
...
108.67
11.06
82.89
7.23
Crane
Crawford A
CR
CRD.A
1.9
3.1
14
11
101.56
7.75
–0.46
+0.05
.47
.06 E 11.00
10.32
9.86
9.61
ExecutiveNtwk
ExecutiveNtwkA
ENPC.UT
ENPC
...
...
...
17
9.92
9.83
–0.01
–0.01
...
...
8.41 3.37 CBD Pao CBD 8.5 16 4.50 +0.38 .2655 10.67 6.87 Crawford B CRD.B 3.2 11 7.55 –0.24 .06 1.26 0.32 ExecutiveNtwkWt ENPC.WT ... ... .38 –0.02 ...
41.01 30.13 CBIZ CBZ ... 30 38.59 +0.74 ... 11.55 9.90 ChurchillCapCorp.V CCV.UT ... ... 9.92 –0.03 ... 163.71 88.67 Credicorp BAP .8 14 150.98 –2.94 1.2198 10.00 9.77 EG Acqn EGGF.UT ... ... 9.77 –0.02 ... 8.67 2.30 Express EXPR ... dd 4.54 +0.18 ...
43.50 26.25 CBL Assoc CBL ... dd 28.47 +1.03 ... 11.00 9.22 ChurchillCapV A CCV ... dd 9.77 ... ... 14.78 7.95 CreditSuisse CS .5 dd 8.44 –0.49 .0542 9.95 9.59 EG Acqn A EGGF ... ... 9.69 +0.03 ... 32.64 11.74 Expro XPRO ... dd 16.01 +1.15 ...
111.00 72.88 CBRE Group CBRE ... 18 98.63 –1.06 ... 11.18 9.85 ChurchillCapVI CCVI.UT ... ... 9.88 –0.02 ... 17.00 11.90 CrescentEnergy CRGY ... ... 14.66 +0.54 ... 1.00 0.27 EG Acqn Wt EGGF.WT ... ... .36 –0.09 ... 6.17 2.67 Exterran EXTN ... dd 5.77 –0.04 ...
13.46 8.58 CCC Intelligent CCCS ... dd 10.46 +0.37 ... 10.61 9.70 ChurchillVI A CCVI ... dd 9.76 ... ... 6.99 2.75 CrescentPoint CPG 2.0 2 6.91 +0.46 .0352 33.63 24.20 elfBeauty ELF ... 71 26.59 –0.05 ... 228.84 120.91 ExtraSpaceSt EXR 3.1 31 194.18 +6.70 1.50
11.30 10.00 CCNeubergerII PRPB.UT ... ... 10.10 –0.05 ... 1.99 0.60 ChurchillVI Wt CCVI.WT ... ... .71 +0.05 ... 33.94 21.33 CrestwoodEquity CEQP 8.4 dd 29.70 +1.26 .625 135.98 97.11 EMCOR EME .4 18 116.95 +1.43 .13 83.08 52.10 ExxonMobil XOM 4.5 14 77.84 +0.48 .88
10.89 9.71 CCNeubergerII PRPB ... dd 9.89 ... ... 10.58 9.74 ChurchillCapVII CVII.UT ... ... 9.83 –0.01 ... 10.26 7.73 CrestwoodEqUn CEQP.PR 8.7 ... 9.68 –0.02 .2111 31.34 21.91 ENI E 3.6 8 31.24 +0.84 1.0194
10.00 9.64 ChurchillVII A CVII ... cc 9.75 +0.03 ... 116.97 .75
F
2.08 0.37 CCNeubergerIIWt PRPB.WT ... ... .97 +0.06 ... 15.50 8.46 CrossTimbers CRT 7.8 15 15.28 +0.68 .1009 62.81 EOG Rscs EOG 2.8 21 107.28 –4.34
10.50 9.85 CCNeubergerIII PRPC.UT ... ... 9.86 –0.03 ... 1.90 0.50 ChurchillVII Wt CVII.WT ... ... .53 –0.06 ... 23.24 16.90 CrossAmerPtrs CAPL 10.5 41 20.09 –0.66 .525 725.40 338.69 EPAM Systems EPAM ... 47 382.43 –60.80 ...
10.10 9.65 CCNeubergerIII A PRPC ... ... 9.77 +0.01 ... 18.71 3.15 Cian CIAN ... dd 3.40 –4.46 ... 209.87 146.15 CrownCastle CCI 3.5 63 167.58 +5.24 1.47 56.07 41.14 EPR Prop EPR 6.6 50 50.12 +3.16 .275
1.47 0.51 CCNeubergerIII Wt PRPC.WT ... ... .53 –0.07 ... 78.28 47.52 Ciena CIEN ... 22 68.70 ... ... 124.58 94.11 CrownHoldings CCK .7 dd 122.57 +1.85 .22 10.45 9.73 EQ Health EQHA.UT ... ... 9.89 –0.01 ... 16.41 10.11 FastAcqn FST.UT ... ... 11.27 ... ...
79.81 43.19 CF Industries CF 1.5 19 79.50 +6.23 .30 272.81 191.74 Cigna CI 1.9 15 232.84 +4.19 1.12 10.26 9.74 CrownPropTech CPTK.UT ... ... 10.00 –0.03 ... 9.99 9.57 EQ Health A EQHA ... 8 9.74 ... ... 14.10 10.02 FastAcqnA FST ... dd 10.16 +0.04 ...
10.25 9.99 C5 Acqn CXAC.UT ... ... 10.07 +0.03 ... 26.12 13.37 Cinemark CNK ... dd 17.72 +0.21 ... 10.00 9.55 CrownPropA CPTK ... ... 9.87 –0.04 ... 1.00 0.02 EQ Health Wt EQHA.WT ... ... .26 –0.02 ... 9.92 1.96 FastAcqnWt FST.WT ... ... 2.35 +0.04 ...
93.93 74.58 CGI GIB ... 19 82.46 –0.31 ... 22.75 12.10 CinerRscs CINR 12.8 22 20.34 –0.11 .65 1.19 0.39 CrownPropWt CPTK.WT ... ... .43 –0.01 ... 24.84 15.71 EQT EQT .0 dd 22.76 +0.44 .125 10.00 9.60 FastAcqnII A FZT ... ... 9.73 ... ...
22.50 9.88 CI&T CINT ... 76 16.40 +1.75 ... 43.20 23.41 CircorIntl CIR ... dd 26.81 –1.29 ... 11.66 9.70 CrucibleAcqn CRU.UT ... ... 9.88 –0.01 ... 115.84 66.46 ESCO Tech ESE .5 29 69.93 –0.76 .08 10.25 9.80 FastAcqnII FZT.UT ... ... 9.84 –0.04 ...
24.52 13.14 CI Financial CIXX 3.5 10 16.47 –0.63 .1413 80.29 57.59 Citigroup C 3.3 6 61.98 –2.16 .51 10.80 9.62 CrucibleAcqnA CRU ... ... 9.76 +0.01 ... 10.10 9.75 ESM Acqn ESM.UT ... ... 9.87 –0.02 ... 1.67 0.44 FastAcqnII Wt FZT.WT ... ... .48 –0.02 ...
65.79 53.19 CMS Energy CMS 2.9 14 64.14 +1.63 .46 57.00 39.56 CitizensFin CFG 2.9 10 52.98 –0.27 .39 3.30 0.40 CrucibleAcqnWt CRU.WT ... ... .45 ... ... 9.92 9.61 ESM Acqn A ESM ... ... 9.70 –0.02 ... 49.62 34.99 FB Financial FBK 1.2 11 44.00 –0.58 .13
49.40 41.44 CNA Fin CNA 3.5 10 46.12 –0.02 2.00 7.06 4.14 Citizens CIA ... cc 4.41 +0.08 ... 57.34 34.96 CubeSmart CUBE 3.5 45 49.73 +1.64 .43 1.15 0.34 ESM Acqn Wt ESM.WT ... ... .42 –0.03 ... 17.75 9.38 F45Training FXLV ... dd 15.37 +0.38 ...
17.13 12.64 CNH Indl CNHI .9 11 14.49 –1.22 .131 21.70 9.95 CityOfficeREIT CIO 4.6 17 17.55 –0.26 .20 147.39 100.35 Cullen/Frost CFR 2.1 21 140.14 –1.56 .75 28.92 3.65 ESSTech GWH ... dd 4.46 –0.14 ... 50.40 15.28 Figs FIGS ... dd 16.49 –0.09 ...
27.89 21.88 CNO Financial CNO 2.1 7 24.75 –0.16 .13 25.28 14.68 Civeo CVEO ... dd 21.97 –0.68 ... 17.88 8.05 Culp CULP 5.7 15 8.13 –0.14 .115 6.65 0.54 ESSTechWt GWH.WT ... ... .58 –0.24 ... 122.50 87.27 FMC FMC 1.8 21 117.97 +1.08 .53
16.99 10.41 CNX Resources CNX ... dd 16.44 +0.59 ... 59.65 29.62 CivitasRsrcs CIVI 3.9 14 47.47 +1.09 .4625 277.09 198.13 Cummins CMI 2.8 14 203.85 –14.20 1.45 14.58 7.66 E2open ETWO ... dd 8.64 –0.15 ... 14.11 10.51 FNB FNB 3.6 11 13.40 –0.22 .12
36.23 8.65 CONSOL Energy CEIX ... 30 29.60 +0.80 ... 34.79 14.43 Clarivate CLVT ... dd 15.69 –0.31 ... 142.46 110.16 CurtissWright CW .5 21 138.33 +1.73 .18 4.72 1.62 E2openWt ETWO.WT ... ... 1.85 –0.16 ... 14.37 7.65 FreyrBattery FREY ... dd 8.93 –0.08 ...
54.54 42.75 CRH CRH 2.5 25 45.91 –3.26 .23 18.74 14.96 ClarosMtg CMTG 8.6 ... 17.28 +0.58 .37 23.54 14.23 Cushman&Wkfd CWK ... 69 23.12 +0.50 ... 169.15 120.46 EagleMaterials EXP .7 16 137.31 –1.14 .25 4.92 1.35 FreyrBatteryWt FREY.WT ... ... 2.48 –0.13 ...
69.41 26.91 CS Disco LAW ... dd 34.71 +2.04 ... 10.50 9.81 ClassAccel CLAS.UT ... ... 9.87 –0.03 ... 11.36 6.09 CustomTruck CTOS ... dd 8.29 +0.42 ... 15.27 6.44 EarthstoneEner ESTE ... dd 12.28 +0.28 ... 23.45 18.87 FS KKR Cap FSK 11.4 2 21.85 –0.07 .62
64.85 48.81 CTO Realty CTO 6.9 3 62.37 +3.11 1.08 9.97 9.46 ClassAccelA CLAS ... 89 9.76 +0.01 ... 3.00 1.15 CustomTruckWt CTOS.WT ... ... 2.38 –0.02 ... 23.65 19.64 EasterlyGovtProp DEA 5.1 69 20.60 –0.03 .265 157.86 114.02 FTI Consulting FCN ... 20 145.57 +2.92 ...
39.49 28.72 CTS CTS .4 dd 37.25 +1.72 .04 1.29 0.18 ClassAccelWt CLAS.WT ... ... .24 –0.03 ... 76.13 26.52 CustomersBancorp CUBI ... 7 61.50 +0.69 ... 229.84 131.28 EastGroup EGP 2.3 50 193.65 +6.41 1.10 126.28 77.30 Fabrinet FN ... 22 101.10 –0.69 ...
121.88 18.66 C3.ai AI ... dd 21.61 +0.42 ... 118.89 81.30 CleanHarbors CLH ... 26 96.96 +1.43 ... 3.45 0.84 CypressEnvl CELP ... dd 1.00 +0.05 ... 130.47 98.24 EastmanChem EMN 2.5 19 120.80 –0.48 .76 495.40 295.16 FactSet FDS .8 39 406.73 +3.72 .82
20.10 12.52 Curo CURO 3.2 11 13.67 +0.16 .11 4.10 1.64 ClearChannelOutdr CCO ... dd 3.72 –0.03 ... 11.26 3.46 EastmanKodak KODK ... 8 4.76 +0.11 ... 553.97 342.89 FairIsaac FICO ... 35 473.39 –24.81 ...
65.70 19.18 ClearSecure YOU ... dd 27.82 +0.48 ... .81
D
23.00 11.22 CVR Energy CVI ... 72 17.80 –2.72 ... 175.72 128.58 Eaton ETN 2.1 29 154.12 +0.76 13.49 3.38 FangHoldings SFUN ... dd 3.80 ... ...
110.77 23.12 CVR Partners UAN 8.7 15 106.50 +6.49 5.24 27.68 14.51 ClearwaterAnalytic CWAN ... dd 19.17 +0.73 ... 238.93 169.06 Ecolab ECL 1.1 46 180.30 +1.66 .51 12.31 9.96 FarPeakAcqn FPAC.UT ... ... 10.33 +0.08 ...
111.25 68.02 CVS Health CVS 2.1 17 104.30 +2.17 .55 44.73 25.51 ClearwaterPaper CLW ... dd 28.92 –0.79 ... 15.91 11.52 Ecopetrol EC .6 11 15.63 +0.47 .0932 11.30 9.66 FarPeakAcqnA FPAC ... dd 9.90 –0.02 ...
2136.14 1375.63 CableOne CABO .8 27 1440.36 –34.51 2.75 36.56 23.21 ClearwayEnergyA CWEN.A 4.2 cc 30.49 +0.06 .3468 10.45 9.71 D&ZMedia DNZ.UT ... ... 9.87 +0.01 ... 18.90 9.12 Ecovyst ECVT .0 dd 10.40 +0.04 3.20 3.62 0.75 FarPeakAcqnWt FPAC.WT ... ... 1.30 +0.11 ...
74.87 47.59 Cabot CBT 2.0 43 74.07 –0.03 .37 39.75 24.93 ClearwayEnergyC CWEN 4.0 cc 32.92 –0.06 .3468 10.84 9.60 D&ZMediaA DNZ ... dd 9.76 +0.01 ... 51.86 29.87 EdgewellPersonal EPC 1.7 18 36.27 +0.21 .15 67.71 12.36 Farfetch FTCH ... dd 20.92 +4.57 ...
51.51 27.26 Cactus WHD .9 87 49.08 +1.30 .11 26.51 12.77 Cleveland-Cliffs CLF ... 4 21.51 +2.42 ... 1.45 0.37 D&ZMediaWt DNZ.WT ... ... .39 –0.01 ... 68.62 53.92 EdisonInt EIX 4.5 31 62.35 +2.41 .70 14.85 10.62 FarmlandPtrs FPI 1.7 dd 11.83 +0.37 .05
35.59 24.87 CadenceBank CADE 2.8 17 31.15 –0.40 .22 11.12 9.81 ClimateRealI CLIM.UT ... ... 9.84 ... ... 33.85 20.26 DCP Midstream DCP 4.9 20 31.88 +1.47 .39 131.73 78.44 EdwardsLife EW ... 47 113.03 +7.41 ... 78.08 16.41 Fastly FSLY ... dd 18.69 –0.01 ...
25.86 14.16 Cadre CDRE 1.5 51 21.97 –0.20 .08 10.20 9.55 ClimateReal II A CLIM ... 70 9.77 +0.02 ... 6.62 2.75 DHI Group DHX ... cc 5.76 –0.16 ... 35.75 11.47 8x8 EGHT ... dd 12.46 –0.65 ... 11.50 5.04 FathomDigital FATH ... cc 8.89 –0.45 ...
34.19 22.80 CAE CAE ... 92 26.15 +0.71 ... 2.49 0.48 ClimateReal II Wt CLIM.WT ... ... .52 –0.04 ... 7.19 4.55 DHT DHT 1.7 dd 5.95 +0.48 .02 37.49 24.15 ElancoAnimal ELAN ... dd 27.87 +2.36 ... 2.05 0.48 FathomDigitalWt FATH.WT ... ... .90 –0.30 ...
29.36 15.59 Caleres CAL 1.3 37 20.98 –0.73 .07 10.41 7.15 ClipperRealty CLPR 4.0 dd 9.42 –0.14 .095 11.24 9.80 DPCM Capital XPOA.UT ... ... 10.12 –0.06 ... 56.00 39.02 ElancoAnimalUn ELAT 5.8 ... 42.94 +2.20 .625 124.37 72.66 FedAgriMtg A AGM.A 3.0 12 117.19 –5.21 .88
47.18 21.79 CaliforniaRscs CRC 1.7 1 40.15 –0.42 .17 22.97 1.83 CloopenGroup RAAS ... dd 2.21 +0.08 ... 10.59 9.65 DPCM Cap A XPOA ... dd 9.90 –0.03 ... 189.84 72.20 Elastic ESTC ... dd 85.41 +4.42 ... 137.01 85.00 FedAgriMtg C AGM 2.8 13 124.10 –0.73 .88

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. NYSE CUMULATIVE DAILY BREADTH vs DJIA
140.51 97.87 FederalRealty FRT 3.6 37 120.35 +2.27 1.07 228.20 163.12 GeneralDynamics GD 2.1 20 227.98 +12.16 1.19 114.89 64.51 HeliosTech HLIO .5 29 76.50 +1.07 .09
48.88 35.02 FederalSignal FSS 1.0 21 36.12 –1.29 .09 116.17 87.70 GeneralElec GE .3 dd 96.37 +3.68 .08 6.76 2.88 HelixEnergy HLX ... dd 3.88 –0.17 ...
39.82 26.70 FederatedHermes FHI 3.3 12 33.15 –0.35 .27 69.95 54.31 GeneralMills GIS 3.0 19 67.99 –0.16 .51 36.26 20.93 Helm&Payne HP 2.9 dd 34.23 +0.62 .25 War Jitters: NYSE cumulative breadth continued 2022’s decline, despite
319.90 206.31 FedEx FDX 1.4 15 220.72 –1.51 .75 67.21 43.91 GeneralMotors GM ... 7 47.43 –1.17 ... 55.78 32.60 Herbalife HLF ... 9 36.63 –6.63 ...
183.67 116.70 Ferguson FERG 1.6 19 154.15 +2.04 1.665 73.72 40.70 Genesco GCO ... 7 64.55 –2.31 ... 203.14 81.67 HercHoldings HRI 1.5 21 157.68 +6.86 .575 a late-week recovery in indexes like the S&P 500—which finished the war-
278.78 183.82 Ferrari RACE .5 40 213.42 –6.96 1.0386 13.48 7.49 GenesisEnergy GEL 5.3 dd 11.29 +0.23 .15 18.39 14.96 HerculesCapital HTGC 7.4 12 17.87 –0.07 .15
22.10 15.37 Ferro FOE ... 29 21.74 –0.10 ... 8.10 4.74 GenieEnergy GNE 5.0 dd 6.01 –0.02 .075 12.20 5.33 HeritageInsurance HRTG 4.3 dd 5.56 +0.06 .06 torn week with a 0.8% gain. Losers edged out winners on the NYSE.
56.44 35.72 FidNatlFin FNF 3.7 6 47.71 –0.04 .44 25.18 4.83 GeniusSports GENI ... dd 5.61 +0.31 ... 13.05 7.92 HershaHospitality HT ... dd 9.41 –0.48 ... BREADTH DJIA
155.96 90.48 FidNatlInfo FIS 1.9 cc 96.94 +1.30 .47 12.53 1.19 GeniusSportsWt GENI.WT ... ... 1.26 –0.11 ... 207.82 143.58 Hershey HSY 1.8 29 204.32 +1.73 .901
1.80 0.66 FigureAcqnI Wt FACA.WT ... ... .68 –0.20 ... 54.03 39.32 Genpact G 1.2 22 42.83 –0.56 .125 97.60 61.93 Hess HES 1.0 54 97.52 +3.65 .25
11.00 9.61 FigureAcqnI FACA.UT ... ... 9.89 –0.06 ... 142.97 104.87 GenuineParts GPC 2.9 20 123.46 –3.40 .895 31.35 20.36 HessMidstream HESM 6.7 17 30.90 +1.38 .5167 609000 36550
10.55 9.63 FigureAcqnI A FACA ... 84 9.74 –0.01 ... 4.61 3.00 GenworthFin GNW ... 2 4.05 –0.16 ... 17.76 12.99 HewlettPackard HPE 3.0 6 16.02 –1.31 .12
DJIA
11.67 3.03 FinanceofAm FOA ... dd 3.31 –0.34 ... 18.50 9.50 GeoPark GPRK 1.1 dd 14.39 +0.64 .041 64.99 46.77 Hexcel HXL .0 cc 56.98 +2.28 .10 s
1.73 0.31 FinanceofAmWt FOA.WT ... ... .35 –0.05 ... 7.27 4.19 Gerdau GGB .5 3 4.86 –0.12 .0395 11.13 9.86 HighlandTransI HTPA.UT ... ... 10.17 –0.02 ... 603200 35400
10.15 9.76 FinTechEvol FTEV.UT ... ... 9.84 –0.02 ... 34.21 26.79 GettyRealty GTY 5.9 20 27.87 –0.13 .41 10.56 9.61 HighlandTransI HTPA ... dd 9.91 –0.02 ...
10.29 9.60 FinTechEvolA FTEV ... cc 9.71 ... ... 9.97 9.80 GigCapital5 GIA ... ... 9.92 ... ... 2.17 0.58 HighlandTranIWt HTPA.WT ... ... .99 –0.02 ...
1.43 0.40 FinTechEvolWt FTEV.WT ... ... .41 –0.04 ... 10.82 10.13 GigCapital5 GIA.UT ... ... 10.13 –0.06 ... 48.98 39.96 HighwoodsProp HIW 4.6 15 43.84 +0.71 .50
10.61 3.50 FinVolution FINV 3.6 3 4.19 –0.20 .17 0.75 0.23 GigCapital5Wt GIA.WT ... ... .23 –0.04 ... 3.38 1.81 HillIntl HIL ... dd 1.86 –0.05 ... 597400 34250
81.54 48.69 FirstAmerFin FAF 3.0 6 67.29 –0.80 .51 43.63 28.32 Gildan GIL 1.7 13 39.08 +1.12 .169 54.15 40.30 Hillenbrand HI 1.8 16 47.17 –0.76 .2175
16.62 10.29 FirstBanCorp FBP 2.8 11 14.14 –0.11 .10 15.86 4.00 GinkgoBioworks DNA ... dd 4.41 –0.24 ... 39.60 29.44 Hilltop HTH 1.9 7 31.08 –0.71 .15
17.63 12.36 FirstCmwlthFin FCF 2.8 11 16.22 –0.21 .115 4.50 0.76 GinkgoBioworksWt DNA.WT ... ... .85 –0.13 ... 56.33 35.35 HiltonGrandVac HGV ... dd 51.89 +0.30 ...
9.90 1.35 First HS Educ FHS ... ... 1.87 +0.18 ... 67.35 48.62 GlacierBancorp GBCI 2.3 19 54.96 +1.06 .10 160.96 114.70 Hilton HLT ... cc 150.67 +0.26 ... 591600 33100
19.45 14.67 FirstHorizon FHN 3.3 10 18.25 +0.15 .15 18.74 13.15 Glatfelter GLT 4.0 90 13.83 –0.22 .14 17.32 4.07 Hims&HersHealth HIMS ... dd 5.30 +0.90 ... s
66.74 41.15 FirstIndRlty FR 2.0 28 58.52 +1.33 .295 99.00 39.35 Glaukos GKOS ... dd 54.85 +4.83 ... 12.64 1.64 Hippo HIPO ... dd 1.97 +0.13 ...
10.28 9.73 FirstLightAcqnA FLAG ... ... 9.85 +0.02 ... 46.86 33.53 GSK GSK 4.7 18 42.68 –0.36 .6221 3.50 0.26 HippoWt HIPO.WT ... ... .30 –0.05 ... BREADTH 590,265
0.75 0.41 FirstLightWt FLAG.WT ... ... .41 –0.03 ... 13.90 5.74 GlobalBlue GB ... dd 6.47 –0.34 ... 19.46 11.41 HireRight HRT ... dd 12.94 +0.80 ... 585800 31950
18.93 9.29 FirstMajestic AG .2 75 11.31 –0.35 .0049 1.96 0.37 GlobalBlueWt GB.WT ... ... .56 –0.01 ... 18.17 3.77 HoeghLNG Ptrs HMLP .9 3 4.33 +0.02 .01
222.86 155.67 FirstRepBank FRC .5 22 171.36 +2.77 .22 6.31 3.81 GlobalCordBlood CO ... 6 4.10 –0.31 ... 13.64 9.24 Holley HLLY ... dd 13.08 +0.60 ...
42.69 32.27 FirstEnergy FE 3.8 18 41.36 +0.38 .39 31.98 23.97 GlobalIndemnity GBLI 3.8 82 26.59 +0.17 .25 4.06 0.71 HolleyWt HLLY.WT ... ... 3.46 +0.20 ... 580000 30800
12.12 9.95 FirstMarkHorizon FMAC.UT ... ... 10.08 +0.03 ... 45.97 28.35 GlobalIndl GIC 2.3 11 31.10 +1.24 .18 23.69 15.61 HollyEnergy HEP 8.3 8 16.81 –0.88 .35
11.06 9.70 FirstMarkHorizonA FMAC ... cc 9.94 ... ... 18.51 12.82 GlobalMedREIT GMRE 5.1 cc 15.96 –0.25 .205 42.39 27.17 HollyFrontier HFC .0 9 29.82 –5.61 .35 M A M J J A S O N D J F
2.92 0.32 FirstMarkHorizonWt FMAC.WT ... ... .45 +0.04 ... 20.11 13.52 GlobalNetLease GNL 11.1 dd 14.44 –0.01 .40 29.76 20.69 HomeBancShares HOMB 2.8 12 23.62 +0.14 .165
31.96 9.61 Fisker FSR ... dd 11.94 +0.28 ... 27.90 19.45 GlobalPtnrs GLP 9.0 27 25.72 –0.52 .585 420.61 246.59 HomeDepot HD 2.1 20 316.65 –30.22 1.90 In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
8.93 5.26 FivePoint FPH ... dd 5.87 –0.42 ... 220.81 116.75 GlobalPayments GPN .7 42 137.59 +0.97 .25 33.42 27.11 HondaMotor HMC 3.3 7 31.05 –0.82 .484 added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we
294.81 61.23 FiverrIntl FVRR ... dd 74.95 +4.26 ... 28.80 12.11 GlobalShipLease GSL 3.8 9 26.38 +1.08 .25 44.61 36.21 HoraceMannEdu HMN 3.0 12 41.60 +0.78 .31 plot. Dec. 31, 1985 =1000.
56.77 40.69 Flagstar FBC .5 5 45.41 –0.21 .06 354.62 191.92 Globant GLOB ... cc 274.32 +14.87 ... 13.19 9.85 HorizonAcqnII HZON.UT ... ... 10.00 +0.02 ...
10.36 9.63 FlameAcqn FLME.UT ... ... 9.88 –0.02 ... 108.61 85.25 GlobeLife GL .8 14 103.56 –1.52 .1975 12.16 9.68 HorizonII A HZON ... 62 9.84 +0.01 ...
10.02 9.57 FlameAcqnA FLME ... 71 9.73 ... ... 84.23 59.37 GlobusMedical GMED ... 48 69.70 +3.45 ... 3.27 0.37 HorizonII Wt HZON.WT ... ... .55 –0.03 ...
1.58 0.27 FlameAcqnWt FLME.WT ... ... .33 –0.02 ... 90.43 65.70 GoDaddy GDDY ... 58 83.30 –0.32 ... 11.78 4.80 HorizonGlobal HZN ... dd 5.73 +0.41 ... 52-Week Tick Div 52-Week Tick Div
295.36 200.78 FleetCorTech FLT ... 24 237.89 +4.38 ... 10.44 10.03 GoGreenInvts GOGN.UT ... ... 10.10 –0.05 ... 50.74 40.48 HormelFoods HRL 2.1 29 48.46 +1.01 .26 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
26.26 8.00 FlexLNG FLNG 12.7 8 23.60 +2.19 .75 10.62 9.86 GoGreenInvtsA GOGN ... ... 9.94 –0.01 ... 110.45 72.57 DR Horton DHI 1.0 7 86.02 +2.58 .225
145.89 81.20 Floor&Decor FND ... 36 98.84 +0.02 ... 0.70 0.33 GoGreenInvtsWt GOGN.WT ... ... .37 –0.02 ... 122.62 63.38 HoulihanLokey HLI 1.7 15 102.96 –5.38 .43 35.00 17.67 IntercorpFinSvcs IFS 2.4 8 32.26 +0.05 .65 57.36 33.93 Kaman KAMN 2.0 cc 40.35 –1.73 .20
2.39 0.53 FlotekIndustries FTK ... dd 1.23 –0.34 ... 13.77 7.75 GoldFields GFI 1.9 15 13.21 +0.13 .1738 146.34 52.21 Hovnanian HOV ... 1 91.70 +0.51 ... 145.99 113.43 IBM IBM 5.3 20 124.18 –0.17 1.64 68.60 56.75 Kellogg K 3.5 15 65.68 –0.39 .58
29.73 21.72 FlowersFoods FLO 3.0 29 27.81 –0.86 .21 10.35 9.56 GoldenFalconA GFX ... 46 9.78 –0.01 ... 113.20 81.99 HowardHughes HHC ... dd 95.90 +2.09 ... 157.08 125.39 IntlFlavors IFF 2.3 cc 139.56 +4.77 .79 83.98 48.27 Kemper KMPR 2.3 dd 53.47 +3.00 .31
44.39 28.15 Flowserve FLS 2.7 31 29.85 –2.21 .20 11.05 9.90 GoldenFalconAcqnUn GFX.UT ... ... 9.91 –0.03 ... 36.03 27.41 HowmetAerospace HWM .2 61 35.75 +1.19 .02 32.95 15.11 IntlGameTech IGT 2.6 28 30.32 +1.02 .20 43.04 30.49 Kennametal KMT 2.5 22 32.00 –1.38 .20
25.68 14.41 Fluor FLR ... dd 21.90 +0.82 ... 1.62 0.21 GoldenFalconWt GFX.WT ... ... .27 –0.08 ... 28.77 13.05 HuanengPower HNP 4.2 dd 22.99 +2.04 1.1071 61.80 42.95 IntlPaper IP 4.1 10 45.42 –1.32 .5125 24.81 18.40 KennedyWilson KW 4.2 10 22.78 –0.51 .24
89.59 67.91 FomentoEconMex FMX 1.8 62 79.93 +2.85 .5677 20.65 17.96 GoldmanSachsBDC GSBD 9.1 6 19.78 –0.56 .45 212.54 170.76 Hubbell HUBB 2.3 25 180.63 +1.28 1.05 22.39 13.05 IntlSeaways INSW 1.3 dd 17.96 +1.67 .06 60.13 27.50 KenonHoldings KEN ... 4 55.38 –1.30 ...
66.71 26.36 FootLocker FL 4.1 3 29.07 –13.12 .30 426.16 316.46 GoldmanSachs GS 2.3 6 350.12 +4.08 2.00 866.00 403.00 HubSpot HUBS ... dd 518.88 +21.29 ... 10.18 9.70 InterPrivateII IPVA.UT ... ... 9.79 –0.05 ... 1.12 0.45 KensingtonV Wt KCGI.WT ... ... .56 –0.04 ...
25.87 11.14 FordMotor F 2.2 4 17.83 –0.21 .10 47.12 31.89 Gorman-Rupp GRC 1.8 33 37.60 +0.21 .17 9.60 5.22 HudbayMinerals HBM .2 dd 7.81 +0.04 .0079 10.71 9.52 InterPrivateII A IPVA ... ... 9.71 +0.01 ... 10.97 9.95 KensingtonCapAcqnV KCGI.UT ... ... 10.34 +0.04 ...
10.59 9.70 ForestRoad II FRXB.UT ... ... 9.78 –0.01 ... 81.09 64.34 Graco GGG 1.2 29 72.13 +0.48 .21 30.35 21.97 HudsonPacProp HPP 3.9 cc 25.64 +0.16 .25 1.59 0.41 InterPrivateII Wt IPVA.WT ... ... .50 –0.10 ... 10.38 9.71 KensingtonCapV A KCGI ... ... 9.88 –0.01 ...
10.16 9.60 ForestRoadII A FRXB ... 69 9.72 ... ... 1.99 0.66 GrafAcqnIVWt GFOR.WT ... ... .72 –0.10 ... 475.44 351.20 Humana HUM .7 19 432.66 +10.91 .7875 11.28 9.75 InterPrivateIII IPVF.UT ... ... 10.20 +0.19 ... 27.17 17.90 KeyCorp KEY 3.1 10 25.30 –0.34 .195
1.71 0.41 ForestRoadAcqnIIWt FRXB.WT ... ... .48 ... ... 14.17 9.20 GrafTechIntl EAF .4 7 10.08 +0.57 .01 0.51 0.18 HuntCosI Wt HTAQ.WT ... ... .25 ... ... 10.00 9.65 InterPrivateII A IPVF ... ... 9.91 –0.01 ... 209.08 129.09 KeysightTechs KEYS ... 31 159.98 –0.61 ...
26.55 17.19 Forestar FOR ... 7 18.60 –0.01 ... 17.44 7.75 Graham GHM 5.4 dd 8.14 –0.20 .11 10.21 10.03 HuntCosAcqnI HTAQ.UT ... ... 10.04 –0.02 ... 2.02 0.65 InterPrivateIII Wt IPVF.WT ... ... .73 –0.02 ... 74.05 60.37 KilroyRealty KRC 2.9 13 71.27 +0.46 .52
48.88 11.94 ForgeRock FORG ... dd 13.90 +0.65 ... 685.00 547.75 GrahamHoldings GHC 1.1 6 597.91 –1.29 1.58 10.31 9.80 HuntCosI A HTAQ ... ... 9.95 –0.01 ... 39.98 25.55 Interpublic IPG 3.1 16 37.48 +1.37 .29 17.10 9.77 KimbellRoyalty KRP 8.5 dd 15.61 ... .37
48.39 38.49 Fortis FTS 3.7 22 45.82 +0.56 .4227 527.06 372.71 Grainger GWW 1.4 24 476.71 +2.78 1.62 224.13 175.50 HuntingIngalls HII 2.4 15 199.86 +13.77 1.18 52.91 22.82 IntrepidPotash IPI ... 27 51.89 +6.41 ... 10.17 10.04 KimbellTiger TGR.UT ... ... 10.06 –0.01 ...
79.87 60.96 Fortive FTV .4 41 65.49 +1.74 .07 44.31 31.02 GraniteConstr GVA 1.6 54 32.41 –3.02 .13 41.65 24.10 Huntsman HUN 2.1 9 40.50 –0.70 .2125 10.11 1.90 Invacare IVC ... dd 2.11 –0.01 ... 145.79 125.27 KimberlyClark KMB 3.5 25 131.81 –1.34 1.16
10.58 9.75 FortressCap FCAX.UT ... ... 9.85 +0.01 ... 15.92 10.78 GranitePointMtg GPMT 9.0 8 11.08 –0.50 .25 108.10 67.70 HyattHotels H ... dd 98.97 –2.03 ... 28.90 1.10 InvenTrust IVT 3.2 dd 25.55 +0.80 .2052 25.62 17.89 KimcoRealty KIM 3.1 15 24.42 +0.62 .19
10.10 9.50 FortressCapA FCAX ... 86 9.77 +0.01 ... 83.81 56.97 GraniteREIT GRP.UT 3.2 5 74.27 +2.90 .2021 17.15 3.33 Hyliion HYLN ... dd 4.20 +0.24 ... 4.60 2.04 InvescoMtg IVR 16.4 dd 2.19 –0.20 .09 19.29 14.62 KinderMorgan KMI 6.3 22 17.07 +0.47 .27
2.22 0.46 FortressCapWt FCAX.WT ... ... .50 ... ... 21.76 15.84 GraphicPkg GPK 1.5 30 20.27 +0.05 .075 98.21 35.30 HysterYaleMatls HY 3.4 dd 38.38 –2.82 .3225 44.55 8.10 Invitae NVTA ... dd 10.59 +1.25 ... 5.80 4.07 KingswayFin KFS ... dd 5.10 –0.13 ...
34.79 21.27 FortressTransport FTAI 5.2 dd 25.35 –2.10 .33 25.24 17.53 GrayTelevision GTN 1.4 9 22.16 +1.00 .08 45.80 27.44 InvitatHomes INVH 2.3 cc 39.04 +0.42 .22 11.23 10.10 KingswoodAcqn KWAC.UT ... ... 10.32 +0.01 ...
10.64
10.50
9.80
9.65
FortressValueIII
FortressVal III A
FVT.UT
FVT
...
...
...
...
9.88
9.77
–0.02
–0.01
...
...
23.75
14.74
16.40
10.83
GrayTelevision A
GreatAjax
GTN.A
AJX
1.6
8.2
8
8
20.45
11.65
+0.45
–0.64
.08
.10 I 35.90
23.89
7.07
1.80
IonQ
IonQWt
IONQ
IONQ.WT
...
...
dd
...
15.10
5.34
+0.42
+0.27
...
...
10.35
1.11
9.77
0.15
KingswoodA
KingswoodWt
KWAC
KWAC.WT
...
...
dd
...
10.17
.16
...
–0.04
...
...
2.76 0.46 FortressVal III Wt FVT.WT ... ... .50 –0.01 ... 32.25 18.27 GreenBrickPtrs GRBK ... 7 22.87 +0.85 ... 53.14 34.00 IronMountain IRM 5.1 31 48.67 +5.66 .6185 8.34 4.90 KinrossGold KGC 2.2 32 5.53 –0.29 .03
10.15 9.65 FortressValueIV FVIV.UT ... ... 9.77 +0.01 ... 54.90 25.92 GreenDot GDOT ... 45 26.79 –5.66 ... 64.55 32.74 IAA IAA ... 17 36.72 +1.41 ... 47.50 2.65 IronNet IRNT ... dd 6.11 +2.42 ... 245.17 153.12 KinsaleCapital KNSL .2 32 210.97 +7.39 .13
10.23 9.50 FortressValueIV A FVIV ... 62 9.73 +0.01 ... 50.08 36.19 Greenbrier GBX 2.5 28 44.06 +0.81 .27 22.34 14.30 ICICI Bank IBN .2 23 19.72 –0.19 .0547 11.90 0.39 IronNetWt IRNT.WT ... ... 1.69 +0.86 ... 70.60 47.58 Kirby KEX ... dd 64.60 –2.23 ...
1.75 0.46 FortressValueIV Wt FVIV.WT ... ... .52 +0.02 ... 20.32 13.25 Greenhill GHL 2.3 10 17.72 –0.19 .10 11.27 5.56 ICL Group ICL 1.4 18 11.22 +0.94 .1318 13.14 5.46 ironSource IS ... cc 6.00 –0.13 ... 23.14 18.37 KiteRealty KRG 3.3 dd 22.56 +0.76 .20
7.98 2.91 FortunaSilver FSM ... 11 3.69 +0.06 ... 16.50 4.93 GreenTree GHG 9.4 14 5.62 –0.01 .53 114.19 85.30 IDACORP IDA 2.9 22 104.47 +1.66 .75 27.75 16.31 iStar STAR 2.0 25 24.55 –0.45 .125 62.29 42.77 Knight-Swift KNX .9 12 54.34 +0.47 .12
114.01 80.40 FortBrandsHome FBHS 1.3 16 87.98 –0.81 .28 72.00 47.09 Greif A GEF 3.2 9 58.40 –1.83 .46 67.30 15.45 IDT IDT ... 11 36.87 –1.11 ... 6.11 2.75 ItauCorpBanca ITCB ... 26 3.17 –0.04 ... 10.02 9.92 KnightSwanAcqn KNSW.UT ... ... 9.98 –0.01 ...
28.50 14.71 ForumEnergyTech FET ... dd 19.47 +0.53 ... 71.30 49.50 Greif B GEF.B 4.8 6 57.16 –1.91 .68 18.48 10.76 IHS Holding IHS ... 35 11.47 +0.03 ... 5.57 3.55 ItauUnibanco ITUB 2.7 10 4.87 –0.19 .0029 20.34 12.34 KnotOffshore KNOP 13.4 ... 15.51 +0.50 .52
30.10 25.54 FourCornersProp FCPT 5.0 24 26.72 +0.46 .3325 29.42 20.63 Griffon GFF 1.6 17 22.51 –0.07 .09 135.82 88.81 IHS Markit INFO .7 36 108.61 +1.50 .20 23.81 18.20 Knowles KN ... 14 21.82 +0.02 ...
.36 15.97 10.86 ING Groep ING 4.6 ... 12.86 –1.34 .5626
2.64
163.79
0.53
105.62
FourSeasonsEduc
Franco-Nevada
FEDU
FNV
...
.9
dd
41
.62
147.13
–0.02
–0.64
...
.32
212.23
155.68
143.00
98.64
Group1Auto
GpoAeroportuar
GPI
PAC
.7
.0 33
6 184.61
143.81
+3.63
–11.16 1.9241 4.83 3.21 INNOVATE VATE ... dd 3.38 –0.43 ... J 64.80
61.23
43.67
31.34
Kohl's
KoninklijkePhil
KSS
PHG
1.8
2.3
9
8
56.88
34.92
–0.87
+0.74
.25
.9641
17.74 12.53 FrankBSPRealty FBRT 9.7 6 13.19 –0.04 .355 228.19 164.11 GpoAeroportSur ASR ... 29 212.92 –7.10 ... 29.71 20.02 Invesco IVZ 3.1 7 21.79 –0.68 .17 69.16 41.39 KontoorBrands KTB 3.7 15 49.68 +2.70 .46
52.52 25.57 FranklinCovey FC ... 36 46.37 –0.32 ... 6.62 5.05 GpoAvalAcc AVAL 4.7 7 5.45 +0.02 .0212 10.14 9.64 IonAcqn3 IACC ... ... 9.74 ... ... 10.54 9.92 JATT Acqn JATT.UT ... ... 10.01 –0.01 ... 39.44 26.86 Koppers KOP .7 7 29.02 –0.70 .05
38.27 24.91 FranklinRscs BEN 3.8 8 30.21 –0.16 .29 2.89 1.61 GpoSupervielle SUPV ... 18 1.96 +0.02 ... 3.37 0.38 IONGeophysical IO ... dd .54 +0.05 ... 10.05 9.70 JattAcqnA JATT ... ... 9.85 ... ... 12.28 8.30 KoreaElcPwr KEP 4.7 dd 9.24 –0.18 .4875
11.27 9.78 FreedomAcqnI FACT.UT ... ... 9.80 –0.02 ... 15.06 7.15 GrupoTelevisa TV .7 18 10.50 –0.01 .0881 285.61 181.13 IQVIA IQV ... 47 233.99 +5.72 ... 0.94 0.36 JattAcqnWt JATT.WT ... ... .40 –0.05 ... 84.68 58.93 KornFerry KFY .7 14 66.53 +0.34 .12
10.30 9.60 FreedomI A FACT ... 66 9.73 –0.01 ... 31.12 19.56 Guess GES 4.0 9 22.59 –0.30 .225 5.09 3.48 IRSA IRS ... dd 4.69 +0.13 ... 34.98 25.33 JBG SMITH Prop JBGS 3.3 dd 26.96 –0.67 .225 5.09 1.80 KosmosEnergy KOS ... dd 4.50 +0.22 ...
1.55 0.44 FreedomI Wt FACT.WT ... ... .49 –0.04 ... 130.95 81.38 Guidewire GWRE ... dd 87.96 +0.15 ... 2.76 0.14 IRSA Wt IRS.WT ... ... .24 +0.03 ... 31.47 20.54 JELD-WEN JELD ... 14 23.15 –0.46 ... 46.74 30.48 Kraton KRA ... 15 46.14 –0.10 ...
46.37 29.45 FreeportMcM FCX .6 16 46.34 +3.32 .075 17.50 10.73 GuildHldgs GHLD .0 2 12.06 –0.25 1.00 105.54 81.66 ITT ITT 1.2 24 88.52 +1.15 .264 24.50 3.95 J.Jill JILL ... dd 16.94 +1.72 ... 50.15 32.00 Kroger KR 1.8 35 46.46 +0.87 .21
42.45 29.71 FreseniusMed FMS ... 17 32.70 –0.69 ... 88.86 58.71 GulfportEnergy GPOR ... dd 66.10 +4.74 ... 3.85 2.16 IamGold IAG ... ... 3.07 –0.10 ... 172.96 139.57 JPMorganChase JPM 2.7 10 147.97 –4.17 1.00 18.41 12.06 KronosWorldwide KRO 5.2 19 14.74 +0.46 .19
36.57 24.10 FreshDelMonte FDP 2.1 16 26.25 –2.56 .15 10.67 9.80 IberePharm IBER.UT ... ... 9.95 +0.09 ... 72.11 41.43 Jabil JBL .5 12 59.36 –0.20 .08 11.37 3.01 KukeMusic KUKE ... dd 3.50 –0.23 ...
14.21
H
9.86 6.10 Frontline FRO ... dd 9.06 +1.00 ... 9.95 9.60 IberePharmA IBER ... cc 9.72 –0.03 ... 10.05 9.77 JacksonAcqn RJAC.UT ... ... 9.99 +0.01 ... 40.00 Kyndryl KD ... dd 15.82 +0.18 ...
43.28 6.21 fuboTV FUBO ... dd 8.14 –0.26 ... 1.00 0.24 IberePharmWt IBER.WT ... ... .39 +0.15 ... 9.99 9.70 JacksonAcqnA RJAC ... ... 9.78 –0.02 ...
0.36
22.80
81.73
7.09
54.38
FullTruck
FullerHB
YMM
FUL
...
1.0
dd
22
9.17
69.88
+0.65
–0.50
...
.1675 269.75 171.92 HCA Healthcare HCA .9 12 253.29 +9.19 .56
10.28
10.05
10.00
9.83
IconicSports
IconicSportsA
ICNC.UT
ICNC
...
...
...
...
10.12
9.92
–0.01
–0.04
...
...
0.56
47.76 22.29
JacksonAcqnWt
JacksonFinl
RJAC.WT
JXN
...
4.9
...
1
.36
41.20
–0.04
–0.06
...
.50 L
10.19 9.72 FusionAcqnII FSNB.UT ... ... 9.79 –0.01 ... 139.80 57.03 HCI Group HCI 2.5 cc 64.17 +1.94 .40 0.60 0.39 IconicSportsWt ICNC.WT ... ... .42 ... ... 149.55 111.84 JacobsEngg J .7 57 123.20 +3.55 .23
9.85 9.60 FusionAcqnIIA FSNB ... ... 9.70 –0.01 ... 84.00 61.35 HDFC Bank HDB ... 25 66.52 –0.43 ... 240.33 181.66 IDEX IEX 1.1 33 192.49 +3.15 .54 41.85 28.24 JamesHardie JHX .9 29 33.10 +0.24 .40 4.08 0.35 LAIX LAIX ... dd .43 –0.16 ...
1.09 0.28 FusionAcqnIIWt FSNB.WT ... ... .30 –0.01 ... 10.91 9.75 HH&L Acqn HHLA.UT ... ... 9.92 +0.07 ... 19.21 2.01 iHuman IH ... dd 2.21 +0.05 ... 48.55 28.25 JanusHenderson JHG 4.4 10 34.75 +0.70 .38 10.33 9.71 L&F Acqn A LNFA ... cc 10.07 ... ...
16.49 6.85 FutureFuel FF 3.3 34 7.36 +0.03 .06 10.00 9.60 HH&L Acqn HHLA ... dd 9.75 ... ... 249.81 200.20 IllinoisToolWks ITW 2.2 26 218.43 +2.62 1.22 15.94 8.72 JanusInternational JBI ... dd 9.58 –0.56 ... 1.57 0.22 L&F Acqn Wt LNFA.WT ... ... .35 –0.12 ...
1.14 0.29 HH&L Acqn Wt HHLA.WT ... ... .39 ... ... 25.05 13.60 Imax IMAX ... dd 20.56 +0.27 ... 10.66 9.83 JawsMustang JWSM.UT ... ... 9.87 –0.04 ... 163.33 112.27 LCI Inds LCII 2.9 11 123.39 –0.35 .90
4
G
10.85 9.86 HIG Acqn HIGA.UT ... ... 9.95 +0.03 ... 6.72 2.42 IndependenceContr ICD ... dd 3.54 –0.36 ... 10.10 9.64 JawsMustangA JWSM ... dd 9.77 –0.01 ... 12.31 7.25 LG Display LPL .0 7.97 +0.03 .2739
10.47 9.60 H.I.G.AcqnA HIGA ... dd 9.81 –0.01 ... 25.98 13.76 IndepRealty IRT .3 67 25.36 +0.80 .0209 1.50 0.37 JawsMustangWt JWSM.WT ... ... .48 –0.07 ... 27.54 13.27 LL Flooring LL ... 11 15.86 +1.54 ...
1.73 0.32 H.I.G.AcqnWt HIGA.WT ... ... .39 +0.01 ... 10.47 9.70 IndlHumanCap AXH.UT ... ... 10.27 –0.05 ... 44.47 28.76 JefferiesFin JEF 3.3 6 36.02 –0.53 .30 15.90 2.81 LSB Inds LXU ... dd 15.90 +3.81 ...
29.94 17.54 GAMCO Investors GBL .7 8 22.00 +0.41 .04 46.93 34.84 HNI HNI 3.0 24 41.31 –3.01 .31 9.97 9.80 IndlHumanCap AXH ... ... 9.97 +0.02 ... 3.75 0.73 JianpuTech JT ... ... 1.24 +0.01 ... 44.73 31.36 LTC Properties LTC 6.7 24 33.95 +0.03 .19
107.87 84.50 GATX GATX 2.0 27 106.55 +0.91 .52 39.65 26.11 HP HPQ 2.9 6 34.45 –1.75 .25 0.70 0.14 IndlHumanCapWt AXH.WT ... ... .18 –0.05 ... 66.37 28.39 JinkoSolar JKS ... dd 43.60 –0.40 ... 246.08 181.60 L3HarrisTech LHX 1.7 26 233.51 +15.89 1.02
10.22 9.82 G&P Acqn GAPA.UT ... ... 10.01 +0.01 ... 10.62 9.60 HPX A HPX ... dd 9.91 +0.03 ... 47.80 38.30 IndustrsBachoco IBA 2.0 8 40.83 –0.25 .4249 14.33 3.61 JobyAviation JOBY ... 18 4.80 +0.04 ... 15.92 10.52 LXP Industrial LXP 3.1 20 15.65 +0.49 .12
10.00 9.66 G&P Acqn A GAPA ... 44 9.90 +0.02 ... 11.19 9.96 HPX Un HPX.UT ... ... 9.96 –0.06 ... 10.07 9.72 InfiniteAcqnA NFNT ... ... 9.77 –0.05 ... 3.93 0.63 JobyAviationWt JOBY.WT ... ... 1.07 ... ... 46.74 26.88 La-Z-Boy LZB 2.3 10 29.19 +0.38 .165
32.28 20.76 GCPAppliedTechs GCP ... cc 31.45 –0.24 ... 1.54 0.26 HPX Wt HPX.WT ... ... .35 +0.02 ... 10.30 9.96 InfiniteAcqnUn NFNT.UT ... ... 9.96 –0.07 ... 177.56 98.57 JohnBeanTech JBT .4 30 110.95 –20.54 .10 317.17 230.89 LabCorp.ofAmerica LH ... 11 276.63 +12.16 ...
11.00 4.96 GEO Group GEO ... 12 6.01 –0.53 ... 38.61 24.31 HSBC HSBC 3.4 12 36.27 –0.54 .90 0.70 0.30 InfiniteAcqnWt NFNT.WT ... ... .45 –0.01 ... 179.92 151.47 J&J JNJ 2.6 21 166.00 +2.64 1.06 12.65 10.48 LadderCapital LADR 7.0 25 11.42 –0.35 .20
43.71 26.76 GFLEnvironmental GFL .2 dd 29.23 +0.81 .011 28.64 4.80 HUYA HUYA ... 7 5.33 –0.24 ... 9.95 9.83 InFinTAcqnA IFIN ... ... 9.93 +0.01 ... 81.77 55.14 JohnsonControls JCI 2.1 30 65.43 +0.06 .34 86.41 50.22 LambWeston LW 1.4 51 67.84 +1.34 .245
97.17 62.99 GFL Env Un GFLU 4.4 ... 67.62 +1.31 .75 130.90 43.50 Haemonetic HAE ... cc 57.19 +1.67 ... 10.15 10.00 InFinTAcqnUn IFIN.UT ... ... 10.07 +0.06 ... 275.77 167.06 JonesLang JLL ... 16 243.91 +1.25 ... 7.28 0.71 Lannett LCI ... dd .81 –0.01 ...
61.79 35.25 GMS GMS ... 13 53.61 +0.31 ... 19.97 9.61 Hagerty HGTY ... dd 15.08 +0.64 ... 0.55 0.15 InFinTAcqnWt IFIN.WT ... ... .18 –0.02 ... 52.30 6.82 JumiaTech JMIA ... dd 8.83 +0.59 ... 99.26 26.51 LaredoPetrol LPI ... 16 73.91 +5.07 ...
10.31 9.51 GoAcqnA GOAC ... 36 9.89 +0.02 ... 6.88 0.54 HagertyWt HGTY.WT ... ... 4.65 +0.36 ... 40.13 18.88 Informatica INFA ... dd 21.77 +1.42 ... 10.31 10.07 JuniperII JUN.UT ... ... 10.08 ... ... 66.77 33.75 LasVegasSands LVS ... dd 44.52 –2.60 ...
10.81 9.87 GOAcquisitionUn GOAC.UT ... ... 9.96 –0.04 ... 34.32 17.82 Halliburton HAL 1.5 20 32.53 +0.27 .12 26.39 16.94 Infosys INFY 1.0 33 22.84 +0.33 .2012 10.12 9.72 JuniperII A JUN ... ... 9.86 +0.01 ... 53.00 33.00 Lazard LAZ 5.4 8 34.98 –1.00 .47
1.68 0.23 GoAcqnWt GOAC.WT ... ... .33 +0.01 ... 26.00 12.16 HamiltonBeach HBB 2.7 7 14.79 +0.67 .10 62.64 45.01 IngersollRand IR .2 27 51.43 –1.64 .02 0.85 0.50 JuniperII Wt JUN.WT ... ... .50 –0.04 ... 204.91 144.78 Lear LEA 1.4 27 166.88 –4.89 .77
11.43 5.14 GOL Linhas GOL ... dd 6.75 –0.65 ... 22.82 14.51 Hanesbrands HBI 3.9 71 15.39 +0.16 .15 89.55 61.58 Ingevity NGVT ... 23 68.59 +2.12 ... 36.03 23.12 JuniperNetworks JNPR 2.4 45 34.32 ... .21 10.18 9.61 LearnCWInvtA LCW ... ... 9.78 ... ...
10.20 9.79 GSquaredII GSQB.UT ... ... 9.85 –0.02 ... 26.69 16.16 Hanger HNGR ... 16 18.18 +0.53 ... 101.89 83.74 Ingredion INGR 2.9 53 90.60 +1.83 .65 3.08 0.53 JupaiHoldings JP ... dd .70 –0.01 ... 59.16 34.88 Leggett&Platt LEG 4.5 13 37.31 –1.17 .42
9.95 9.64 GSquaredIIA GSQB ... ... 9.73 +0.01 ... 65.74 34.66 HannonArmstrong HASI 3.2 31 46.56 +2.42 .375 288.02 160.91 InnovativeIndProp IIPR 3.1 42 190.51 +7.41 1.50 108.83 81.07 Leidos LDOS 1.5 18 97.15 +4.14 .36
0.47 3.53 0.58
0.92
10.65 9.71
GSquaredIIWt
G Squared I
GSQB.WT
GSQD.UT
...
...
...
...
.47
9.96
...
+0.01
...
...
144.64
52.06
115.03
32.13
HanoverIns
HarleyDavidson
THG
HOG
2.1
1.5
12
10
141.42
40.84
+1.63
–1.17
.75
.1575
10.36
1.92 0.42
Innovid
InnovidWt
CTV
CTV.WT
...
...
...
...
3.75
.45
–0.25
...
...
... K 3.30
132.88 18.12
LejuHoldings
Lemonade
LEJU
LMND
...
...
...
dd
.58
23.48
–0.08
–2.92
...
...
10.02 9.07 GSquaredI A GSQD ... dd 9.88 +0.01 ... 5.76 3.00 HarmonyGold HMY 1.9 8 3.97 –0.16 .0184 10.27 9.83 InsightAcqn INAQ.UT ... ... 9.95 ... ... 49.21 9.50 LendingClub LC ... cc 18.78 +0.87 ...
1.45 0.38 GSquaredI Wt GSQD.WT ... ... .45 ... ... 23.73 10.42 Harsco HSC ... 64 11.63 –4.53 ... 10.00 9.69 InsightAcqnA INAQ ... ... 9.77 +0.01 ... 22.10 11.76 KAR Auction KAR ... cc 18.94 +4.97 ... 117.54 77.86 Lennar A LEN 1.7 6 90.83 +1.40 .375
105.92 48.38 GXO Logistics GXO ... 63 84.38 +3.17 ... 78.17 50.37 HartfordFinl HIG 2.2 11 70.74 +0.21 .385 0.75 0.36 InsightAcqnWt INAQ.WT ... ... .43 ... ... 55.31 38.32 KB Fin KB 3.6 5 50.48 –2.55 .6391 96.42 62.54 Lennar B LEN.B 2.0 5 76.13 +0.13 .375
171.21 119.75 Gallagher AJG 1.3 36 159.30 +5.02 .51 52.84 26.36 HavertyFurn HVT 3.6 6 27.76 +0.18 2.00 129.32 78.88 Insperity NSP 2.0 28 90.47 +0.33 .45 52.48 33.94 KB Home KBH 1.6 6 38.32 +0.39 .15 356.36 243.92 LennoxIntl LII 1.4 21 264.38 +12.40 .92
348.50 86.00 GameStop GME ... dd 118.58 –2.95 ... 51.91 26.34 HavertyFurn A HVT.A 3.4 6 27.43 –0.47 1.90 286.29 159.18 InspireMedical INSP ... dd 238.96 +20.73 ... 49.99 30.27 KBR KBR 1.0 cc 48.78 +5.45 .12 10.40 9.76 LeoHoldingsII LHC.UT ... ... 9.84 –0.01 ...
7.05 3.66 Gannett GCI ... dd 5.01 –0.71 ... 45.97 34.51 HawaiianElec HE 3.4 18 41.19 +0.56 .35 141.43 90.00 InstalledBldg IBP 1.4 23 92.90 –13.68 .90 72.49 15.15 KE Holdings BEKE ... cc 19.39 –0.73 ... 10.54 9.50 LeoHldgsII A LHC ... cc 9.75 –0.01 ...
117.37 1.55 GaotuTechedu GOTU ... dd 1.82 –0.36 ... 0.65 0.25 HawksAcqnWt HWKZ.WT ... ... .25 –0.04 ... 46.50 28.68 InsteelInds IIIN .3 9 37.14 –1.13 .03 10.22 9.87 KKR Acqn I KAHC.UT ... ... 9.88 –0.04 ... 1.60 0.37 LeoHldgsII Wt LHC.WT ... ... .44 ... ...
37.63 13.12 Gap GPS 3.3 11 14.75 +0.21 .12 28.65 15.61 Hayward HAYW ... 77 17.78 +0.17 ... 29.59 18.52 Instructure INST ... dd 22.95 +0.45 ... 10.03 9.65 KKRAcqnI A KAHC ... ... 9.73 +0.01 ... 30.84 20.18 LeviStrauss LEVI 1.4 17 22.83 +0.81 .10
178.81 106.66 Garmin GRMN 2.4 20 111.83 –2.69 .67 33.77 28.52 HealthcareRealty HR 4.2 65 29.35 –1.50 .31 101.61 74.80 IntegerHoldings ITGR ... 31 85.89 +2.24 ... 1.53 0.50 KKRAcqnI Wt KAHC.WT ... ... .59 –0.14 ... 14.28 6.00 Li-Cycle LICY ... dd 7.40 +0.35 ...
369.00 175.18 Gartner IT ... 31 286.54 –1.69 ... 34.83 26.11 HealthcareAmer HTA 4.2 63 31.04 +0.71 .325 10.52 9.52 IntegratedRail IRRX.UT ... ... 10.03 –0.06 ... 83.90 44.36 KKR KKR 1.0 8 61.01 +1.87 .145 17.78 8.50 LibertyOilfield LBRT ... dd 11.88 +0.37 ...
5.94 2.46 GasLogPartners GLOP 1.0 dd 3.85 +0.09 .01 37.69 28.86 HealthpeakProp PEAK 3.8 34 31.64 –0.09 .30 10.00 9.80 IntegratedRailA IRRX ... ... 9.91 +0.02 ... 23.42 18.24 KKR RealEstFin KREF 8.0 10 21.44 +0.29 .43 154.45 80.28 LifeStorage LSI 3.1 46 130.18 +3.43 1.00
18.94 14.43 GatesIndustrial GTES ... 16 15.76 +0.35 ... 10.10 9.95 HeartlandMediaAcqn HMA.UT ... ... 10.01 +0.02 ... 0.50 0.28 IntegratedRailWt IRRX.WT ... ... .32 +0.01 ... 11.15 4.76 KoreGroup KORE ... dd 5.28 –0.19 ... 23.37 13.51 LifeTime LTH ... dd 15.48 –0.82 ...
20.26 2.68 GatosSilver GATO ... dd 3.35 +0.15 ... 9.44 4.50 HeclaMining HL .3 cc 5.87 +0.77 .0062 10.18 10.00 IntegratedWellness WEL.UT ... ... 10.05 –0.04 ... 1.89 0.48 KoreGroupWt KORE.WT ... ... .74 +0.01 ... 4.13 0.87 LightInTheBox LITB ... cc 1.25 +0.12 ...
12.23 2.55 Gelesis GLS ... dd 3.36 +0.19 ... 152.49 117.06 Heico HEI .1 62 144.03 +2.05 .09 10.04 9.80 IntegratedWellA WEL ... ... 9.90 –0.01 ... 15.35 11.26 KT KT 3.8 7 13.34 –0.15 .5639 14.57 3.98 Lightng eMotors ZEV ... dd 5.34 +0.40 ...
1.52 0.13 GelesisWt GLS.WT ... ... .16 –0.01 ... 139.65 105.00 Heico A HEI.A .2 52 119.56 +2.15 .09 0.60 0.28 IntegratedWellWt WEL.WT ... ... .34 +0.03 ... 240.47 163.17 Kadant KAI .5 26 190.43 –8.93 .25 4.23 0.60 LightningWt ZEV.WT ... ... .95 +0.10 ...
22.00 9.78 GencoShipping GNK 13.5 35 19.90 +1.13 .67 16.35 3.12 Heliogen HLGN ... dd 5.37 +1.05 ... 139.79 109.04 ICE ICE 1.2 18 128.47 +5.60 .38 20.76 7.61 Kaleyra KLR ... dd 7.97 –0.56 ... 130.02 22.31 Lightspeed LSPD ... dd 26.36 –0.24 ...
524.31 251.74 Generac GNRC ... 38 316.56 +21.80 ... 2.28 0.40 HeliogenWt HLGN.WT ... ... 1.32 +0.21 ... 73.79 58.74 InterContinentl IHG ... 49 71.32 +2.89 ... 8.50 1.22 KaleyraWt KLR.WT ... ... 1.53 –0.12 ... 283.90 178.58 EliLilly LLY 1.6 41 250.85 +10.54 .98

77.57 55.01 LincolnNational LNC 2.6 9 69.13 –0.52 .45 29.00 16.08 MeridianLink MLNK ... dd 19.14 +1.55 ... 30.19 21.11 NiSource NI 3.2 22 28.98 +0.53 .235 0.55 0.28 ProofAcqnIWt PACI.WT ... ... .30 –0.01 ... 0.70 0.45 PyrophyteAcqnWt PHYT.WT ... ... .50 ... ...
352.18 241.88 Linde LIN 1.4 41 297.49 –5.37 1.06 125.01 79.80 MeritageHomes MTH ... 5 97.74 +4.30 ... 116.37 101.47 NiSourceUn NIMC 6.0 ... 111.72 +0.53 1.9375 10.05 9.79 ProofAcqnIA PACI ... ... 9.83 –0.01 ... 12.13 8.76 PzenaInvtMgmt PZN 1.3 9 9.40 +0.15 .50
179.27 118.28 Lindsay LNN 1.0 34 131.96 +0.40 .33 36.24 20.50 Meritor MTOR ... 12 35.80 +11.13 ... 49.88 27.48 NoahHoldings NOAH ... dd 29.97 –0.40 ... 50.90 23.08 PROS PRO ... dd 31.70 +0.92 ... 126.59 55.78 Q2Holdings QTWO ... dd 63.56 +1.18 ...
23.45 6.77 LionElectric LEV ... dd 8.01 –0.09 ... 9.50 4.04 MesaRoyalty MTR 7.0 26 7.58 +0.20 .1094 29.06 20.34 Noble NE ... 5 26.14 –0.69 ... 189.23 140.96 PSBusinessParks PSB 2.6 11 161.84 +3.18 1.05 58.00 45.58 Qiagen QGEN ... 23 50.10 +1.42 ...
8.89 1.48 LionElectricWt LEV.WT ... ... 2.11 +0.09 ... 39.61 20.02 MesabiTrust MSB 16.1 6 25.85 +2.86 1.75 6.40 3.75 Nokia NOK ... 16 5.44 –0.22 ... 17.14 9.26 P10 PX ... 29 12.48 –0.34 ... 5.58 2.95 QuadGraphics QUAD ... 8 5.49 +0.49 ...
21.42 11.57 LionsGate A LGF.A ... dd 15.37 +2.30 ... 10.00 9.57 MetalsAcqn MTAL ... ... 9.64 –0.01 ... 31.85 23.18 NomadFoods NOMD ... 18 25.14 –0.11 ... 125.42 89.54 PVH PVH .1 14 100.20 +0.07 .0375 298.04 186.63 QuakerHoughton KWR .9 22 189.45 –17.74 .415
18.77 10.53 LionsGate B LGF.B ... dd 14.26 +2.09 ... 50.20 38.56 MethodeElec MEI 1.2 15 46.08 –1.16 .14 10.00 5.56 NomadRoyalty NSR 2.4 dd 6.49 –0.30 .0392 156.54 124.78 PackagingCpAm PKG 2.7 17 149.62 +1.15 1.00 10.86 2.68 QuanergySystems QNGY ... 38 3.89 +0.16 ...
417.98 274.03 LithiaMotors LAD .4 9 328.02 +5.36 .35 72.55 55.21 MetLife MET 2.8 9 68.56 –0.99 .48 6.72 4.10 NomuraHoldings NMR 3.9 dd 4.62 –0.08 .0865 50.33 28.76 PagerDuty PD ... dd 32.88 +1.13 ... 2.24 0.21 QuanergySysWt QNGY.WT ... ... .43 +0.08 ...
41.56 11.84 LithiumAmericas LAC ... dd 28.74 +1.55 ... 115.78 48.03 MetropolitanBk MCB ... 16 101.91 +0.12 ... 4.05 1.40 NordicAmTankers NAT 3.1 dd 1.92 +0.37 .01 62.49 14.01 PagSeguroDig PAGS ... 23 15.91 +0.18 ... 29.02 20.32 QuanexBldg NX 1.4 13 22.92 +0.18 .08
127.75 74.01 LiveNationEnt LYV ... dd 126.04 +8.60 ... 1714.75 1033.40 MettlerToledo MTD ... 44 1447.52 +39.06 ... 46.45 18.65 Nordstrom JWN ... cc 20.88 –0.73 ... 29.29 9.74 PalantirTech PLTR ... dd 11.47 +0.45 ... 124.69 78.79 QuantaServices PWR .3 32 108.21 +6.04 .07
10.00 9.55 LiveOakCrestA LOCC ... ... 9.65 +0.03 ... 8.19 4.32 MicroFocus MFGP 4.7 dd 5.32 –0.19 .203 299.20 238.62 NorfolkSouthern NSC 1.7 21 260.43 –9.79 1.24 21.64 12.89 PampaEnergia PAM ... 4 21.60 +1.30 ... 11.11 9.76 QuantumFin QFTA.UT ... ... 10.10 –0.05 ...
10.30 9.80 LiveOakCrestview LOCC.UT ... ... 9.80 –0.09 ... 231.63 131.45 MidAmApt MAA 2.1 46 209.91 +5.47 1.0875 17.79 10.29 NorthAmConstr NOA 1.7 12 14.74 –0.88 .0324 20.18 12.43 ParPacific PARR ... dd 13.54 –1.37 ... 10.22 9.50 QuantumFin QFTA ... dd 9.89 ... ...
2.00 0.51 LiveOakCrestWt LOCC.WT ... ... .56 –0.10 ... 47.57 29.37 MillerIndustries MLR 2.3 14 31.25 +1.50 .18 14.99 3.75 NoEuroOil NRT 5.0 31 13.52 +1.00 .25 90.35 33.21 ParTechnology PAR ... dd 42.31 +0.86 ... 0.90 0.24 QuantumFinWt QFTA.WT ... ... .27 –0.01 ...
10.53 9.76 LiveOakMobility LOKM.UT ... ... 9.77 –0.03 ... 88.62 64.59 MineralsTechs MTX .3 14 70.06 +0.14 .05 10.29 9.51 NorthernGenIII NGC ... ... 9.71 –0.01 ... 10.71 9.94 ParabellumAcqn PRBM.UT ... ... 9.99 –0.08 ... 65.42 13.21 QuantumScape QS ... dd 15.35 –0.26 ...
9.87 9.56 LiveOakMobilityA LOKM ... ... 9.72 ... ... 12.40 7.27 MirionTech MIR ... dd 8.65 –0.37 ... 1.69 0.62 NorthernGenIII Wt NGC.WT ... ... .63 +0.01 ... 10.05 9.73 ParabellumAcqn PRBM ... ... 9.78 ... ... 3.24 0.75 Qudian QD ... 1 .84 –0.07 ...
1.75 0.44 LiveOakMobilWt LOKM.WT ... ... .60 +0.09 ... 3.90 1.14 MirionTechWt MIR.WT ... ... 1.89 –0.11 ... 27.87 11.40 NorthernOil&Gas NOG 2.4 dd 23.60 –0.35 .14 0.65 0.28 ParabellumAcqnWt PRBM.WT ... ... .32 +0.02 ... 174.16 114.20 QuestDiag DGX 2.0 8 132.18 +0.80 .66
33.04 14.73 Livent LTHM ... dd 23.09 +0.40 ... 10.28 9.72 MissionAdv MACC.UT ... ... 9.78 –0.02 ... 10.75 9.71 NorthernStarII NSTB.UT ... ... 9.84 –0.01 ... 25.41 12.84 Paragon28 FNA ... ... 16.13 +1.50 ... 17.93 5.09 QuotientTech QUOT ... dd 6.69 +0.07 ...
66.86 37.01 LiveRamp RAMP ... dd 42.41 +2.31 ... 10.00 9.60 MissionAdvA MACC ... 38 9.73 +0.03 ... 10.46 9.38 NorthernStrII A NSTB ... dd 9.74 ... ... 11.65 7.79 ParamountGroup PGRE 2.5 dd 11.22 +1.62 .07
3.00
26.11
2.12
3.55
LloydsBanking
loanDepot
LYG
LDI
2.6
7.4
7
5
2.62
4.33
–0.12
–0.17
.037
.08
0.98
24.49
0.26
14.36
MissionAdvWt
MisterCarWash
MACC.WT
MCW
...
...
...
dd
.27
15.90
–0.04
+0.03
...
...
2.50
10.19
0.40
9.65
NorthernStrII Wt
NorthernStrIII A
NSTB.WT
NSTC
...
...
...
cc
.48
9.70
...
–0.01
...
...
16.20
24.67
12.73
15.77
ParkAerospace
ParkHotels
PKE
PK
2.9
...
37
dd
13.62
18.95
+0.33
–0.42
.10
... R
12.87 4.40 LocalBounti LOCL ... ... 5.95 +0.24 ... 12.57 6.37 MistrasGroup MG ... 51 6.75 +0.08 ... 1.79 0.47 NorthernStrIII Wt NSTC.WT ... ... .48 ... ... 340.00 279.12 ParkerHannifin PH 1.4 22 297.99 –2.04 1.03
2.00 0.48 LocalBountiWt LOCL.WT ... ... .77 +0.08 ... 6.62 5.15 MitsubishiUFJ MUFG 3.0 7 6.30 –0.03 .1115 10.19 9.64 NorthernStrIV A NSTD ... cc 9.71 –0.01 ... 45.01 29.25 Parsons PSN ... 59 33.53 +0.75 ... 0.76 0.44 RCF Acqn Wt RCFA.WT ... ... .46 –0.04 ...
414.45 324.23 LockheedMartin LMT 2.7 18 409.49 +23.03 2.80 16.79 10.49 MiXTelematics MIXT 1.7 18 11.65 +0.15 .0498 2.00 0.42 NorthernStrIV Wt NSTD.WT ... ... .49 +0.06 ... 11.06 3.60 PartyCity PRTY ... dd 4.39 –0.08 ... 32.71 23.37 RELX RELX 2.2 29 30.59 +0.12 .482
63.19 47.61 Loews L .4 10 61.83 +0.23 .0625 3.21 2.33 MizuhoFin MFG 3.8 6 2.76 –0.03 .0574 10.46 9.70 NorthernStarIII NSTC.UT ... ... 9.77 –0.02 ... 558.97 296.68 PaycomSoftware PAYC ... cc 335.64 +17.07 ... 43.85 26.05 RE/MAX RMAX 3.2 dd 28.96 –0.54 .23
8.26 5.12 LomaNegra LOMA ... 10 5.90 –0.45 ... 10.07 5.34 MobileTeleSys MBT 11.8 6 5.50 –1.67 .2903 10.20 9.70 NorthernStarIV NSTD.UT ... ... 9.77 +0.01 ... 39.23 19.75 Paymentus PAY ... cc 22.91 +1.70 ... 22.23 11.20 REV REVG 1.5 20 13.50 –0.07 .05
10.58 9.68 LongviewII LGV.UT ... ... 9.80 –0.01 ... 43.79 22.55 ModelN MODN ... dd 24.85 –0.41 ... 411.08 291.60 NorthropGrum NOC 1.5 9 409.67 +18.42 1.57 17.25 2.59 Paysafe PSFE ... dd 3.07 –0.12 ... 744.56 346.07 RH RH ... 18 396.32 –3.88 ...
10.25 9.68 LongviewII A LGV ... dd 9.71 ... ... 18.54 8.60 ModineMfg MOD ... 9 10.18 –0.28 ... 56.75 43.07 NorthwestNat NWN 3.9 18 49.70 +3.40 .4825 6.13 0.41 PaysafeWt PSFE.WT ... ... .47 –0.13 ... 117.84 96.22 RLI RLI 1.0 17 102.04 +3.19 .25
1.95 0.30 LongviewII Wt LGV.WT ... ... .41 +0.01 ... 89.99 15.01 Modiv MDV .0 61 16.84 –3.50 .0958 34.49 17.31 NorwegCruise NCLH ... dd 19.65 –1.55 ... 19.83 2.61 PeabodyEnergy BTU ... 7 16.01 –0.77 ... 17.51 11.92 RLJ Lodging RLJ .3 dd 14.37 –0.49 .01
79.77 45.00 LouisianaPacific LPX 1.3 5 69.57 +0.44 .22 77.49 44.63 Moelis MC 4.9 9 49.01 +0.19 .60 18.00 5.07 NouveauMonde NMG ... dd 6.91 –0.33 ... 12.39 7.68 Pearson PSO 2.9 19 9.33 +0.71 .0861 21.54 2.81 RLX Tech RLX ... 20 3.01 –0.47 ...
263.31 150.84 Lowe's LOW 1.5 18 219.18 –3.51 .80 231.80 132.02 MohawkInds MHK ... 10 144.27 –3.99 ... 95.17 79.34 Novartis NVS 2.5 8 87.63 +1.24 3.3574 26.45 19.35 PebblebrookHotel PEB .2 dd 22.87 –0.98 .01 8.41 3.33 RPC RES ... cc 8.40 +0.42 ...
5.13 2.77 Luby's LUB .0 dd 2.79 –0.01 2.00 328.11 209.22 MolinaHealthcare MOH ... 28 318.34 +3.47 ... 117.35 66.59 NovoNordisk NVO 1.0 31 102.75 +1.94 .5503 10.50 9.94 PegasusDigital PGSS.UT ... ... 10.07 +0.02 ... 101.48 76.43 RPM RPM 1.9 24 85.58 –0.62 .40
16.11 4.19 LufaxHolding LU ... 6 6.60 –0.05 ... 70.00 45.29 MolsonCoorsA TAP.A 2.4 14 62.50 ... .38 12.24 6.40 NuHoldings NU ... dd 7.78 –2.07 ... 9.95 9.70 PegasusDigA PGSS ... ... 9.90 +0.07 ... 14.99 10.63 RPTRealty RPT 4.0 20 13.14 +0.27 .13
15.45 9.31 LumenTech LUMN 9.9 5 10.09 +0.15 .25 61.48 42.46 MolsonCoorsB TAP 2.9 11 52.92 +3.92 .38 62.70 39.40 NuSkinEnts NUS 3.2 17 47.45 –6.13 .385 0.70 0.44 PegasusDigWt PGSS.WT ... ... .52 ... ... 11.33 3.27 R.R.Donnelley&Sons RRD ... cc 10.84 +0.03 ...
4.48 2.95 LumentFinance LFT 11.7 10 3.07 –0.10 .09 11.34 1.91 MoneyLion ML ... 10 2.34 +0.09 ... 130.50 59.46 Nucor NUE 1.5 6 130.05 +7.12 .50 34.73 25.38 PembinaPipeline PBA 5.7 dd 33.39 +0.29 .164 5.91 1.56 RYBEducation RYB ... 4 1.77 –0.07 ...
23.91 15.34 Luxfer LXFR 3.0 20 16.87 +0.52 .125 2.03 0.33 MoneyLionWt ML.WT ... ... .35 –0.03 ... 20.73 13.53 NuSTAREnergy NS 10.4 dd 15.35 –0.17 .40 3.47 0.70 PA Reit PEI ... dd .94 +0.06 ... 25.31 19.17 RadianGroup RDN 3.3 8 23.92 +0.57 .20
118.02 84.17 LyondellBasell LYB 4.6 6 98.00 –1.84 1.13 21.14 17.32 MonmouthRealEst MNR 3.4 68 20.98 +0.03 .18 81.28 52.28 Nutrien NTR 2.4 15 81.22 +5.44 .48 71.52 55.11 PennyMacFin PFSI 1.4 4 58.65 –0.71 .20 66.44 2.87 Rafael RFL ... dd 3.20 –0.09 ...
80.42 36.70 MontroseEnvl MEG ... dd 44.63 +0.89 ... 15.23 4.46 NuvationBio NUVB ... dd 5.33 +0.46 ... 21.53 14.73 PennyMacMtg PMT 12.0 62 15.66 –0.16 .47 142.06 102.96 RalphLauren RL 2.1 20 134.11 +7.53 .6875
0.70 26.48 8.47 RangeResources RRC ... 15 23.41 +2.98 ...
M 407.94
91.95
273.21
67.77
Moody's
Moog A
MCO
MOG.A
.9
1.3
27
16
323.70
81.13
+0.12
+2.85
.70
.26
5.12
39.53 26.02
NuvationBioWt
nVentElectric
NUVB.WT
NVT
...
2.1
...
21
.76
34.14
–0.15
+0.24
...
.175
114.34
80.40
66.82
54.10
PenskeAuto
Pentair
PAG
PNR
1.8
1.4 18
7 98.47
58.36
–1.68
+0.55
.47
.21 12.35 4.90 RangerEnergySvcs RNGR ... dd
dd
9.61 –0.29 ...
109.73 76.00 MorganStanley MS 3.0 12 94.55 –0.87 .70 320.00 193.62 Penumbra PEN ... cc 222.92 +11.77 ... 42.97 17.63 Ranpak PACK ... 24.76 –1.39 ...
O
186.95 128.46 M&T Bank MTB 2.6 13 183.03 +0.68 1.20 49.57 28.05 Mosaic MOS .9 12 49.53 +4.53 .1125 59.89 38.82 PerformanceFood PFGC ... cc 56.59 +3.28 ... 117.37 75.91 RaymondJames RJF 1.2 16 112.29 +3.77 .34
17.90 6.85 MBIA MBI ... dd 15.55 +0.80 ... 11.25 9.84 MotiveCapital MOTV.UT ... ... 10.18 ... ... 10.23 9.75 PeridotAcqnII PDOT.UT ... ... 9.81 +0.02 ... 11.30 4.55 RayonierAdvMatls RYAM ... 7 6.02 +0.61 ...
63.86 39.21 MDC Holdings MDC 4.6 6 43.82 +0.66 .50 10.40 9.61 MotiveCapA MOTV ... dd 9.97 +0.02 ... 10.60 9.61 PeridotAcqnIIA PDOT ... ... 9.73 +0.02 ... 41.09 30.82 Rayonier RYN 2.7 36 39.38 +0.84 .27
10.30 9.73 MDH Acqn MDH.UT ... ... 9.90 ... ... 1.83 0.61 MotiveCapWt MOTV.WT ... ... .70 –0.03 ... 30.93 18.76 OFGBancorp OFG 2.1 10 27.93 +0.15 .15 1.65 0.44 PeridotII Wt PDOT.WT ... ... .54 +0.08 ... 98.27 71.99 RaytheonTech RTX 2.1 38 98.12 +4.75 .51
9.93 9.60 MDH Acqn A MDH ... 85 9.76 ... ... 10.09 9.92 MotiveCapII MTVC.UT ... ... 9.97 –0.03 ... 38.57 29.18 OGE Energy OGE 4.4 16 37.18 +1.43 .41 15.14 10.63 PerimeterSolns PRM ... ... 12.41 –0.52 ... 16.78 12.74 ReadyCapital RC 11.3 8 14.83 +0.24 .42
1.01 0.12 MDH Acqn Wt MDH.WT ... ... .17 ... ... 19.46 10.64 O-I Glass OI ... 14 13.13 –0.22 ... 21.03 12.89 Realogy RLGY ... 6 18.25 –0.82 ...
10.40 9.75 MotiveCapII A MTVC ... ... 9.82 –0.02 ... 81.90 62.52 ONE Gas OGS 3.1 21 81.21 +4.25 .62
26.19 24.25 PeriphasCap PCPC.UT ... ... 24.66 –0.01 ...
72.55 56.43 RealtyIncome O 4.4 71 67.40 +0.77 .236
35.02 25.69 MDU Rscs MDU 3.2 15 27.11 –0.50 .2175 1.00 0.40 MotiveCapII Wt MTVC.WT ... ... .48 +0.01 ... 25.25 23.35 PeriphasCapA PCPC ... cc 24.51 +0.05 ...
4.90 3.79 MFA Financial MFA 10.8 6 4.07 –0.33 .11 31 66.78 43.42 ONEOK OKE 5.8 20 64.00 +2.19 .935 3.04 0.82 PeriphasCapWt PCPC.WT ... ... .91 –0.02 ... 11.39 9.81 RedBallAcqn RBAC.UT ... ... 10.12 +0.01 ...
273.65 173.79 MotorolaSol MSI 1.4 222.60 +4.79 .79 64.50 14.03 ON24 ONTF ... dd 15.12 +0.11 ... 10.82 9.69 RedBallAcqnA RBAC ... 43 9.91 –0.01 ...
16.85 11.82 MGIC Investment MTG 2.1 8 15.35 –0.17 .08 48.66 21.47 Movado MOV 2.5 10 39.60 +0.51 .25 203.16 119.95 PerkinElmer PKI .2 23 183.20 +3.99 .07
43.19 31.81 MGMGrowthProp MGP 5.5 28 38.10 +0.18 .525 65.22 13.72 OakStreetHealth OSH ... dd 16.01 +0.26 ... .0292 2.15 0.58 RedBallAcqnWt RBAC.WT ... ... .70 +0.02 ...
63.07 39.00 MuellerIndustries MLI 1.7 7 57.49 –1.01 .25 10.94 9.79 OaktreeAcqnII OACB.UT ... ... 10.04 –0.06 ...
14.69 3.72 PermianBasin PBT 1.9 65 13.00 +0.99
16.98 4.25 Redwire RDW ... dd 5.46 +0.34 ...
51.17 34.14 MGM Resorts MGM .0 18 45.12 +1.56 .0025 17.37 11.89 MuellerWater MWA 1.8 27 12.60 –0.15 .058 dd 2.48 1.25 PermianvilleRT PVL 7.1 cc 2.42 +0.17 .041 ...
74.85 44.02 MI Homes MHO ... 4 48.76 –0.10 ... 10.66 9.55 OaktreeAcqnII A OACB ... 9.86 ... ... 10.00 4.81 PermRock PRT 7.0 20 9.42 –0.04 .0661 7.88 0.95 RedwireWt RDW.WT ... 1.50 +0.09 ...
9.69 3.46 MultiPlan MPLN ... 25 3.92 –0.36 ... 2.50 0.42 OaktreeAcqnIIWt OACB.WT ... ... .74 +0.06 ... 14.17 9.37 RedwoodTrust RWT 7.5 4 10.44 +0.09 .23
29.70 7.60 MinisoGroup MNSO ... 43 8.73 –1.27 ... 2.34 0.78 MultiPlanWt MPLN.WT ... ... 1.00 –0.21 ... 50.90 34.53 Perrigo PRGO 2.9 dd 35.68 –1.23 .26
43.16 21.62 OccidentalPetrol OXY 1.3 dd 38.74 –0.82 .13 176.91 125.42 RegalRexnord RRX .8 31 159.78 +3.20 .33
2.58 0.28 MOGU MOGU ... dd .31 –0.01 ... 35.32 14.91 MurphyOil MUR 1.8 dd 33.16 +0.39 .15 30.01 19.54 PershingSquare PSTH ... 20 19.79 –0.04 ...
34.41 23.24 MPLX MPLX 8.9 11 31.67 –0.53 .705 22.85 8.35 OccidentalPetrolWt OXY.WT ... ... 19.17 –0.41 ... 14.15 0.73 PershingSquWt PSTH.WT ... ... 1.20 –0.12 ... 67.60 31.66 RegionalMgmt RM 2.3 6 52.41 –0.90 .30
202.20 121.00 MurphyUSA MUSA .6 12 181.32 –2.20 .29 18.20 9.41 OceaneeringIntl OII ... dd 14.14 –0.39 ... 25.57 18.02 RegionsFin RF 2.8 10 24.29 +0.59 .17
53.03 23.18 MP Materials MP ... 72 46.85 +5.54 ... 10.90 9.80 MusicAcqn TMAC.UT ... ... 9.88 –0.01 ... 55.18 34.53 PetroChina PTR 5.8 10 51.65 –0.74 1.7891
12.21 6.38 MRC Global MRC ... dd 9.90 +0.26 ... 41.92 22.34 OcwenFinancial OCN ... 25 32.01 –3.30 ... 14.72 7.06 PetroleoBrasil PBR 13.9 4 14.19 +0.18 .381 13.92 1.30 Regis RGS ... dd 1.81 –0.09 ...
9.95 9.60 MusicAcqnA TMAC ... cc 9.74 –0.01 ... 20.97 2.96 Offerpad OPAD ... 34 4.49 +0.44 ... 134.93 94.32 ReinsGrp RGA 2.6 13 113.08 –2.11 .73
172.31 129.46 MSA Safety MSA 1.3 cc 138.01 –2.21 .44 1.01 0.31 MusicAcqnWt TMAC.WT ... ... .32 –0.05 ... 3.50 0.32 OfferpadWt OPAD.WT ... ... .62 +0.07 ... 13.79 7.10 PetroleoBrasilA PBR.A 15.0 3 13.15 +0.30 .381 183.57 131.13 RelianceSteel RS 1.9 8 183.42 +8.47 .875
679.85 400.01 MSCI MSCI .8 59 513.21 –13.79 1.04 23.98 16.00 MyersIndustries MYE 3.2 21 16.79 –0.50 .135 61.71 33.36 Pfizer PFE 3.4 12 47.72 –0.81 .40
96.23 74.20 MSC Industrial MSM 3.9 18 77.71 –1.08 .75 38.45 29.62 OilDriAmerica ODC 3.5 29 30.99 –0.08 .27 175.12 137.66 RenaissanceRe RNR 1.0 dd 153.63 –0.07 .37
27.43 11.32 MyovantSciences MYOV ... dd 13.51 +1.17 ... 9.49 4.42 OilStatesIntl OIS ... dd 5.15 –0.34 ... 112.48 83.98 PhilipMorris PM 4.8 18 105.24 –6.37 1.25 26.30 21.01 RenaissancePfdG RNR.PRG 4.9 ... 21.51 –0.21 .2625
10.83 9.50 M3-BrigadeII MBAC.UT ... ... 9.82 –0.10 ... 94.34 63.19 Phillips66 PSX 4.3 29 84.69 –0.38 .92
dd 27.19 19.18 OldRepublic ORI 3.3 5 26.49 +0.18 .22 17.56 4.53 ReneSola SOL ... 33 5.52 –0.04 ...
N
10.39 9.27 M3-Brigade II A MBAC ... 9.72 +0.01 ... 46.25 26.46 Phillips66Ptrs PSXP 8.3 14 42.31 –0.09 .875
1.79 0.34 M3-BrigadeIIWt MBAC.WT ... ... .37 –0.01 ... 64.76 28.86 Olin OLN 1.6 6 50.99 +1.40 .20 2.83 0.66 PhoenixNewMedia FENG ... 1 .76 ... ... 28.38 5.67 Renren RENN ... ... 22.65 +0.69 ...
10.25 9.88 M3-BrigadeIII MBSC.UT ... ... 10.02 +0.01 ... 49.00 11.70 Olo OLO ... dd 14.08 –2.27 ... 76.10 25.19 Phreesia PHR ... dd 29.25 +1.72 ... 145.98 89.08 RepublicSvcs RSG 1.5 30 120.89 +3.35 .46
10.03 9.65 M3-BrigadeIII A MBSC ... ... 9.90 –0.02 ... 44.00 20.05 NACCO Inds NC 2.6 6 30.32 +0.30 .1975 39.31 26.92 OmegaHealthcare OHI 9.4 17 28.46 +0.11 .67 19.59 16.51 PhysiciansRealty DOC 5.4 44 16.94 –0.25 .23 33.25 22.29 ResideoTech REZI ... 16 25.48 –0.05 ...
0.74 0.37 M3-BrigadeIIIWt MBSC.WT ... ... .40 ... ... 16.00 9.36 N-able NABL ... dd 11.02 –0.03 ... 11.08 9.50 Omnichannel OCA.UT ... ... 10.10 +0.60 ... 20.35 15.67 PiedmontOfficeA PDM 4.9 dd 16.99 –0.03 .21 301.34 179.37 ResMed RMD .7 69 245.39 +13.66 .42
11.15 3.95 MV Oil MVO 12.3 15 10.44 +0.66 .41 50.00 33.12 NCR NCR ... 71 41.21 –0.93 ... 10.25 9.60 OmnichannelA OCA ... dd 9.93 +0.01 ... 12.28 9.83 PineIslandAcqn PIPP.UT ... ... 9.94 –0.04 ... 17.65 8.53 ResoluteForest RFP .0 3 12.26 +0.20 1.00
34.49 13.27 Mytheresa MYTE ... dd 14.47 +0.04 ... 3.21 1.38 NGL Energy NGL ... dd 2.09 +0.02 ... 1.82 0.23 OmnichannelWt OCA.WT ... ... .28 –0.06 ... 11.29 9.68 PineIslandA PIPP ... 39 9.81 ... ... 71.12 53.47 RestaurantBrands QSR 3.8 21 57.01 –0.04 .54
22.88 11.04 Macerich MAC 3.9 dd 15.55 –0.13 .15 55.13 18.47 NIO NIO ... dd 20.94 –2.27 ... 91.61 65.76 Omnicom OMC 3.3 13 84.26 +0.14 .70 3.12 0.44 PineIslandWt PIPP.WT ... ... .52 –0.02 ... 28.47 2.92 RetailValue RVI .0 dd 3.10 –0.03 3.27
55.87 22.00 OnHolding ONON ... cc 24.01 –1.02 ... 17.60 17.65 8.60 Revlon REV ... dd 9.91 –0.33 ...
40.85 3.53 MacquarieInfr MIC ... dd 3.65 +0.04 ... 8.50 5.21 NL Industries NL ... 8 6.45 +0.33 ... 30.25 PingIdentity PING ... dd 20.72 +1.87 ...
37.95 14.33 Macy's M 2.3 6 26.36 +0.66 .1575 18.02 11.46 NOV NOV 1.2 dd 16.93 –0.31 .05 36.60 20.95 OneLiberty OLP 6.1 17 29.65 +0.14 .45 14 89.60 38.41 Revolve RVLV ... 38 50.21 –4.67 ...
19.60 1.29 OneConnectFinTech OCFT ... dd 1.55 +0.15 ... 88.54 62.78 PinnacleWest PNW 4.7 71.99 +3.07 .85 116.86 72.06 RexAmerRes REX ... 15 86.39 +1.08 ...
121.42 60.26 MSG Entertainment MSGE ... dd 78.64 –0.36 ... 11.98 6.83 NOW DNOW ... cc 9.25 –0.44 ...
63.19 45.84 OneMain OMF 7.4 5 51.30 –1.23 .95 88.83 22.31 Pinterest PINS ... 58 26.35 +2.49 ... 81.68 45.90 RexfordIndlRealty REXR 1.8 90 71.44 +1.80 .315
207.09 152.42 MSG Sports MSGS ... 78 173.92 –3.92 ... 46.10 31.94 NRG Energy NRG 3.7 4 37.99 –0.44 .35
93.50 2.13 OneSmartIntl ONE ... ... 2.76 –0.89 ... 240.97 133.73 PioneerNatRscs PXD 4.6 28 229.28 –4.10 3.00 14.73 9.73 RibbitLeapA LEAP ... 29 9.86 –0.01 ...
53.85 41.45 MagellanMid MMP 8.9 10 46.78 –0.46 1.0375 5982.45 4330.00 NVR NVR ... 15 4917.49 –78.55 ... 193.60 104.32 PiperSandler PIPR 1.4 9 148.70 –2.08 4.50
70.78 11.71 1.60 OnionGlobal OG ... ... 1.66 –0.08 ... 15.00 9.90 RibbitLeapUn LEAP.UT ... ... 9.91 –0.04 ...
104.28 MagnaIntl MGA 2.4 15 76.14 –1.28 .45 10.00 9.86 NaborsEnerA NETC ... ... 9.92 +0.02 ...
106.09 52.17 OntoInnovation ONTO ... 31 87.85 +2.07 ... 10.06 4.37 PitneyBowes PBI 4.1 cc 4.91 +0.16 .05 4.54 0.53 RibbitLeapWt LEAP.WT ... ... .58 –0.08 ...
26.98 16.53 Magnachip MX ... 16 18.22 –0.56 ... 10.26 10.02 NaborsEnerTransUn NETC.UT ... ... 10.10 ... ... 10.54 9.69 PivotalInvIII PICC.UT ... ... 9.80 +0.01 ...
23.34 10.29 MagnoliaOil MGY 1.3 9 20.96 +0.44 .20 0.75 0.37 NaborsEnerWt NETC.WT ... ... .41 –0.02 ... 24.89 15.33 Ooma OOMA ... dd 16.85 +0.23 ... 11.04 9.97 RiceAcqnII RONI.UT ... ... 10.41 +0.32 ...
55.75 37.31 Oppenheimer A OPY 1.4 4 43.01 –0.04 .15 10.25 9.61 PivotalInvtIII A PICC ... 86 9.73 ... ... 10.75 9.69 RiceAcqnII A RONI ... ... 9.83 –0.12 ...
10.75 9.73 MagnumOpus OPA.UT ... ... 10.39 –0.14 ... 135.21 65.58 NaborsIndustries NBR ... dd 125.00 –1.28 ...
11.40 3.85 OppFi OPFI ... 5 4.05 –0.21 ... 1.32 0.34 PivotalInvtIII Wt PICC.WT ... ... .47 +0.06 ... 1.87 0.62 RiceAcqnII Wt RONI.WT ... ... .71 –0.05 ...
10.17 9.56 MagnumOpusA OPA ... dd 9.93 +0.03 ... 37.88 6.90 NamTaiProperty NTP ... 7 7.69 –0.63 ... 3.24 0.54 OppFiWt OPFI.WT ... ... .66 –0.04 ... 99.60 67.89 PlanetFitness PLNT ... cc 86.02 –6.63 ... 10.46 9.75 RigelResourceA RRAC ... ... 9.88 –0.02 ...
1.63 0.47 MagnumOpusWt OPA.WT ... ... .86 –0.28 ... 48.24 34.11 NatlBankHoldings NBHC 2.1 15 44.40 –1.32 .23 106.34 64.50 Oracle ORCL 1.7 22 76.35 +1.78 .32 12.15 4.46 PlanetLabs PL ... dd 5.28 +0.07 ... 1.25 0.41 RigelResourceWt RRAC.WT ... ... .46 –0.02 ...
47.13 35.21 MainStreetCap MAIN 6.0 9 43.07 +0.19 .215 65.95 45.41 NationalFuelGas NFG 3.0 13 61.43 +1.75 .455 13.09 9.85 Orange ORAN ... 28 12.30 –0.16 ... 4.90 1.03 PlanetLabsWt PL.WT ... ... 1.26 +0.04 ... 390.99 117.49 RingCentral RNG ... dd 127.70 –19.18 ...
20.86 12.82 ManchesterUnited MANU 1.4 dd 13.28 –0.06 .09 75.14 55.89 NationalGrid NGG 4.6 26 74.21 +0.36 1.1573 6.22 3.35 OrchidIslandCap ORC 19.5 dd 3.39 –0.41 .055 45.77 22.69 Plantronics POLY ... 21 27.72 +0.37 ... 95.97 59.58 RioTinto RIO 10.2 6 77.96 +0.33 .62
28.33 15.28 Manitowoc MTW ... 55 16.72 –0.78 ... 78.56 50.88 NatlHealthInv NHI 6.7 22 53.41 –1.09 .90 38.75 27.25 Organon OGN 3.0 7 37.57 +1.48 .28 11.32 5.97 PlayAGS AGS ... dd 8.24 +0.73 ... 40.48 5.48 Riskified RSKD ... ... 7.17 +0.20 ...
10.25 6.07 Manning&Napier MN 2.4 7 8.43 –0.09 .05 109.39 76.40 NatlPrestoInds NPK 1.2 16 83.50 +4.34 3.50 22.45 14.67 OrionEngCarbons OEC .5 7 16.04 –1.99 .0207 32.37 14.52 PlymouthIndREIT PLYM 3.3 dd 26.68 –1.27 .22 76.18 48.65 RitchieBros RBA 1.9 38 52.19 +0.91 .25
125.07 88.92 Manpower MAN 2.3 16 109.09 –1.23 1.26 50.33 40.65 NatlRetailProp NNN 4.9 29 43.05 ... .53 6.67 3.00 OrionGroup ORN ... dd 3.20 –0.18 ... 147.73 100.52 Polaris PII 2.1 15 119.73 –4.85 .64 28.90 8.50 RiteAid RAD ... dd 9.30 –0.67 ...
22.25 17.66 ManulifeFin MFC 4.3 7 20.39 –0.70 .0395 70.04 37.00 NatlStorage NSA 3.4 62 59.60 +1.88 .50 32.25 15.77 OrionOffice ONL ... ... 16.75 +0.02 ... 10.42 9.70 Pontem PNTM.UT ... ... 9.87 –0.02 ... 125.77 73.17 RobertHalf RHI 1.4 23 120.92 +0.54 .43
23.18 9.70 MarathonOil MRO 1.0 18 21.88 +0.01 .07 23.73 7.30 Natura&Co NTCO ... 62 8.99 –0.31 ... 112.91 79.51 Orix IX 3.2 10 98.13 –3.97 1.4528 10.05 9.43 PontemA PNTM ... 52 9.75 –0.01 ... 141.60 43.10 Roblox RBLX ... dd 50.05 +0.33 ...
81.39 50.19 MarathonPetrol MPC 3.0 28 76.54 –0.48 .58 12.97 8.50 NaturalGasSvcs NGS ... dd 12.34 +0.64 ... 90.47 60.32 OrmatTech ORA .7 65 71.82 +6.41 .12 1.55 0.33 PontemWt PNTM.WT ... ... .35 –0.04 ... 43.00 10.55 RocketCos. RKT .0 6 12.23 –0.32 1.11
52.25 32.67 Marcus&Millichap MMI 1.0 14 49.89 +1.03 .25 18.93 9.88 NaturalGrocers NGVC 2.3 15 17.26 –0.24 .10 37.00 5.72 OscarHealth OSCR ... dd 7.02 +0.02 ... 53.84 41.01 PortlandGenElec POR 3.4 19 50.77 +1.03 .43 11.16 9.80 RocketInternet RKTA.UT ... ... 9.90 +0.07 ...
24.71 14.42 Marcus MCS ... dd 18.08 –0.10 ... 39.64 14.22 NaturalResPtrs NRP 4.9 16 36.68 –0.51 .45 137.47 95.79 Oshkosh OSK 1.4 18 108.32 –2.84 .37 118.32 94.76 PostHoldings POST ... cc 106.34 –1.72 ... 10.70 9.60 RocketInternetA RKTA ... ... 9.70 –0.01 ...
18.87 10.81 MarineProducts MPX 3.9 14 12.18 +0.08 .12 23.11 9.45 Natuzzi NTZ ... dd 10.90 +0.25 ... 10.02 9.81 OsirisAcqn OSI.UT ... ... 9.85 +0.04 ... ... ... PostWi POST.WI ... ... 100.00 ... ... 1.44 0.39 RocketInternetWt RKTA.WT ... ... .49 ... ...
70.89 40.64 MarineMax HZO ... 6 45.89 –0.76 ... 7.00 5.06 NatWest NWG ... 9 6.38 –0.01 ... 9.90 9.56 OsirisAcqn OSI ... 52 9.65 –0.01 ... 11.04 9.80 PostHldgsPtr PSPC.UT ... ... 9.84 –0.04 ... 16.99 2.52 RockleyPhotonics RKLY ... dd 4.01 –0.09 ...
1343.56 1077.41 Markel MKL ... 7 1255.49 +2.49 ... 21.85 4.35 Nautilus NLS ... 7 4.94 –0.17 ... 15.12 9.77 OsiskoGoldRoyal OR 1.4 cc 12.33 ... .043 10.21 9.45 PostHldgsA PSPC ... ... 9.68 –0.05 ... 4.19 0.51 RockleyPhotonicsWt RKLY.WT ... ... .98 +0.08 ...
13.87 3.58 Markforged MKFG ... dd 3.87 –0.69 ... 12.46 7.84 NavigatorHldgs NVGS ... 49 10.27 +0.23 ... 92.84 62.76 OtisWorldwide OTIS 1.2 27 78.51 +2.16 .24 2.23 0.52 PostHldgsWt PSPC.WT ... ... .56 –0.08 ... 354.99 242.05 Rockwell ROK 1.7 31 269.28 +4.69 1.12
3.70 0.61 MarkforgedWt MKFG.WT ... ... .68 –0.05 ... 15.42 2.85 NaviosMaritime NM ... dd 3.84 +0.47 ... 14.99 2.86 Ouster OUST ... dd 3.50 –0.24 ... 21.27 15.76 PostalRealty PSTL 5.1 cc 17.74 +0.30 .2275 53.90 43.18 RogersComm B RCI 3.0 21 51.81 –0.20 .3935
190.97 137.14 MarriottVacations VAC 1.3 cc 163.20 –2.94 .62 36.46 16.50 NaviosMaritime NMM .6 1 33.67 +3.32 .05 4.34 0.40 OusterWt OUST.WT ... ... .81 –0.09 ... 36.56 12.35 PowerSchool PWSC ... dd 15.57 –0.29 ... 274.17 172.21 Rogers ROG ... 48 273.10 +0.44 ...
175.12 112.98 Marsh&McLen MMC 1.4 25 155.50 +3.31 .535 59.06 36.53 Neenah NP 4.9 dd 38.52 –4.19 .475 28.99 19.93 OutfrontMedia OUT 4.4 cc 27.17 +2.16 .30 59.09 19.65 PrecisionDrilling PDS ... dd 53.18 –2.98 ... 40.11 28.51 Rollins ROL 1.2 45 32.13 +1.00 .10
446.46 312.42 MartinMarietta MLM .6 34 385.71 +2.04 .61 99.79 70.40 Nelnet NNI 1.2 6 81.43 –0.41 .24 3.04 1.64 OverseasShip OSG ... dd 2.01 +0.23 ... 25.80 7.88 PrefApartment APTS 2.7 dd 25.57 +0.20 .175 14.61 1.62 RomeoPower RMO ... 25 1.83 –0.22 ...
71.06 51.97 Masco MAS 2.0 35 56.63 –0.93 .28 16.14 7.95 NeoPhotonics NPTN ... dd 15.35 +0.14 ... 43.10 21.07 Ovintiv OVV 1.4 dd 41.41 +0.91 .14 63.83 41.31 PrestigeCnsHlth PBH ... 16 58.58 –0.79 ... 505.00 365.23 RoperTech ROP .6 44 448.42 +8.09 .62
10.28 9.77 MasonIndlTech MIT.UT ... ... 9.83 –0.01 ... 13.49 3.83 NerdyA NRDY ... 13 4.54 +0.02 ... 49.16 29.31 Owens&Minor OMI .0 14 43.11 +5.65 .0025 14.79 8.29 PretiumRscs PVG ... dd 14.33 +0.17 ... 10.75 9.75 RossAcqnII ROSS.UT ... ... 9.84 –0.02 ...
9.90 9.41 MasonIndlTechA MIT ... 37 9.73 ... ... 2.80 0.66 NerdyWt NRDY.WT ... ... .98 –0.01 ... 109.90 75.66 OwensCorning OC 1.5 10 92.72 –5.35 .35 11.00 9.85 PrimaveraCap PV.UT ... ... 9.89 –0.02 ... 10.57 9.50 RossAcqnIIA ROSS ... ... 9.74 +0.04 ...
1.00 0.38 MasonIndlTechWt MIT.WT ... ... .39 –0.02 ... 26.93 17.12 Netstreit NTST 3.6 cc 22.29 +0.53 .20 15.14 13.47 OwlRock ORCC 8.2 9 15.07 +0.37 .31 10.25 9.56 PrimaveraCapA PV ... ... 9.74 –0.03 ... 1.50 0.42 RossAcqnIIWt ROSS.WT ... ... .44 –0.06 ...
132.22 85.17 MasoniteIntl DOOR ... 24 92.13 –5.93 ... 182.45 60.59 Nevro NVRO ... dd 72.94 +7.96 ... 11.43 1.59 Owlet OWLT ... dd 2.32 +0.72 ... 1.54 0.26 PrimaveraCapWt PV.WT ... ... .31 –0.02 ... 119.41 84.98 RoyalBkCanada RY 3.4 12 110.49 –0.03 .9431
122.33 77.17 MasTec MTZ ... 16 79.05 –12.45 ... 44.41 34.41 NewJerseyRscs NJR 3.3 28 43.49 +3.50 .3625 1.55 0.22 OwletWt OWLT.WT ... ... .28 +0.04 ... 10.85 9.87 PrimeImpactI PIAI.UT ... ... 9.96 +0.01 ... 98.27 64.20 RoyalCaribbean RCL ... dd 83.76 +0.07 ...
401.50 306.00 Mastercard MA .5 42 369.09 –0.86 .49 18.95 1.22 NewOrientalEduc EDU ... 7 1.41 –0.11 ... 114.47 73.47 OxfordIndustries OXM 1.9 16 87.26 +1.92 .42 10.42 9.60 PrimeImpactI A PIAI ... 53 9.85 ... ... 21.83 8.18 RushStreetInt RSI ... dd 9.95 +0.82 ...
48.78 19.33 MatadorRscs MTDR .4 9 45.68 +0.99 .05 129.70 51.52 NewRelic NEWR ... dd 66.79 +1.81 ... 1.75 0.34 PrimeImpactIWt PIAI.WT ... ... .40 –0.01 ... 41.14 25.57 RyanSpecialty RYAN ... cc 39.89 +1.40 ...
96.00 63.88 Materion MTRN .6 24 84.66 –3.19 .12 11.81 8.98 NewResidInvt NRZ 9.5 7 10.48 –0.02 .25 179.51 125.50 Primerica PRI 1.7 14 130.75 –4.45 .55
110.00 59.65 Matson MATX 1.1 5 109.03 +11.84 .30 14.80 5.79 NewYorkCityReit NYC 3.5 dd 11.38 +0.06 .10 PQ 20.12 14.07 PrimoWater PRMW 1.9 dd 14.92 –0.72 .07
93.05
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67.03
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RyderSystem
RyersonHolding
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RYI
3.0
1.7
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77.58
24.02
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12.55 9.24 MauiLand MLP ... cc 10.42 –0.09 ... 14.33 10.78 NY CmntyBcp NYCB 5.9 10 11.55 –0.03 .17 29.15 20.00 ProAssurance PRA .8 9 24.28 –0.23 .05 96.69 68.64 RymanHospitality RHP ... dd 90.65 –1.21 ...
52.44 22.92 MaxarTech MAXR .1 61 28.72 +1.48 .01 56.19 37.27 NYTimes A NYT .8 34 43.78 +2.34 .09 20.15 7.24 PBF Energy PBF ... 9 17.09 –0.92 ... 108.75 56.00 ProcoreTech PCOR ... dd 65.47 +1.37 ...
96.05 73.26 Maximus MMS 1.4 17 78.18 +1.69 .28 405.86 296.05 NewMarket NEU 2.7 18 313.82 –6.47 2.10 165.35 121.54 Procter&Gamble PG 2.2 28 158.24 –1.66 .8698
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16.70 10.65 PBF Logistics PBFX 9.2 5 13.08 –1.08 .30
22.16 9.78 MayvilleEngg MEC ... 30 10.32 –0.21 ... 75.31 52.60 Newmont NEM 3.2 47 67.90 +0.23 .55 13.19 8.24 PG&E PCG ... dd 11.36 –0.05 ... 111.85 85.50 Progressive PGR .4 16 107.24 +0.83 .10
103.76 77.85 McCormick MKC 1.5 34 96.21 –1.58 .37 4.08 1.92 NewparkResources NR ... dd 3.64 +0.11 ... 122.56 86.26 PG&EUn PCGU 5.1 ... 107.93 –0.50 1.375 169.93 94.14 Prologis PLD 2.1 38 148.45 +5.90 .79
103.62 77.05 McCormickVtg MKC.V 1.5 34 96.15 –1.24 .37 12.86 6.50 NexaResources NEXA 4.2 6 7.93 –0.55 .3775 28.11 17.57 PGT Innovations PGTI ... 39 20.41 +0.87 ... 13.99 6.39 ProPetro PUMP ... dd 11.93 –0.26 ... 151.48 107.37 SAP SAP 2.5 22 115.02 –0.69 2.2599
271.15 202.73 McDonalds MCD 2.2 25 249.45 –1.15 1.38 23.97 17.84 NexPointRealEst NREF 9.6 5 20.79 +0.49 .50 4.37 1.96 PHX Minerals PHX 2.4 cc 2.51 +0.23 .015 83.02 64.40 ProsperityBcshs PB 2.8 13 74.49 –0.02 .52 484.21 325.50 S&P Global SPGI .8 30 380.89 +2.22 .77
1.71 0.75 McEwenMining MUX ... dd .77 –0.05 ... 87.46 40.44 NexPointResidentl NXRT 1.7 cc 87.27 +2.61 .38 89.50 60.00 PJT Partners PJT 1.5 16 65.21 +1.49 .25 155.19 45.63 ProtoLabs PRLB ... 45 54.34 –1.73 ... 11.95 10.00 SCVX SCVX.UT ... ... 10.09 +0.09 ...
282.73 169.34 McKesson MCK .7 31 275.38 +4.57 .47 18.59 4.87 Nextdoor KIND ... ... 6.30 +0.24 ... 38.69 23.71 PLDT PHI 3.4 16 35.39 +0.92 .844 26.20 20.14 ProvidentFinSvcs PFS 4.1 11 23.69 –0.07 .24 10.81 9.66 SCVX SCVX ... 30 9.91 ... ...
5.19 1.58 Mechel MTL ... 0 2.25 –1.36 ... 93.73 68.33 NextEraEnergy NEE 2.2 43 77.16 +3.01 .425 11.15 9.84 PMV Consumer PMVC.UT ... ... 9.96 –0.04 ... 124.22 85.47 PrudentialFin PRU 4.3 6 112.80 –1.27 1.20 2.18 0.23 SCVX Wt SCVX.WT ... ... .30 ... ...
70.33 10.22 MediaAlpha MAX ... dd 13.88 +1.78 ... 58.26 46.18 NextEra6.219%Un NEE.PRQ 6.3 ... 49.61 +0.37 .7774 10.34 9.63 PMV Consumer PMVC ... 52 9.84 ... ... 43.60 29.53 Prudential PUK 1.0 dd 32.03 +0.40 .1074 9.80 8.74 SDCLEDGEAcqn SEDA ... ... 9.66 –0.03 ...
24.13 19.39 MedicalProp MPW 5.6 19 20.78 +0.28 .29 68.29 53.20 NextEraEnergyUn NEE.PRO 4.3 ... 56.61 +0.97 .609 1.40 0.24 PMV Consumer Wt PMVC.WT ... ... .30 –0.05 ... 68.06 53.77 PublicServiceEnt PEG 3.3 dd 64.87 +0.19 .54 10.44 9.85 SDCLEDGEAcqnUn SEDA.UT ... ... 9.91 –0.04 ...
336.99 166.27 Medifast MED 3.2 13 178.06 +1.00 1.42 57.67 46.26 NextEraEnergyUn NEE.PRP 5.4 ... 48.76 +0.21 .6599 228.14 168.28 PNC Fin PNC 2.5 16 202.67 +1.50 1.25 377.36 229.14 PublicStorage PSA 2.2 37 362.70 +19.14 2.00 6.28 3.08 SeacorMarine SMHI ... 26 5.08 +0.49 ...
35.67 22.45 Mednax MD ... 16 24.16 +0.78 ... 88.80 63.50 NextEraEnergy NEP 3.6 42 75.53 +3.12 .7075 50.11 43.84 PNM Resources PNM 3.1 20 44.93 +0.23 .3475 63.91 42.31 PulteGroup PHM 1.2 7 48.66 +0.53 .15 11.47 4.32 SES AI SES ... 70 5.02 +0.07 ...
135.89 98.38 Medtronic MDT 2.4 29 105.84 +5.26 .63 7.79 3.06 NexTierOilfield NEX ... dd 7.19 ... ... 92.19 54.20 POSCO PKX 5.0 5 59.09 +1.05 .9327 35.09 16.79 PureStorage PSTG ... dd 26.08 +0.20 ... 4.00 0.81 SES AI Wt SES.WT ... ... .91 –0.01 ...
14.87 7.63 MemberCollect MCG ... dd 8.18 –0.37 ... 28.42 16.02 NielsenHoldings NLSN 1.4 25 17.57 +0.26 .06 182.97 133.68 PPG Ind PPG 1.7 23 141.09 –8.55 .59 77.70 1.50 Puxin NEW ... dd 2.16 +0.08 ... 10.11 6.67 SFL SFL 8.0 dd 9.97 +0.14 .20
91.40 68.38 Merck MRK 3.6 15 76.32 –0.05 .65 179.10 125.44 Nike NKE .9 36 138.80 –4.15 .305 30.72 25.55 PPL PPL 3.0 cc 26.43 +0.33 .20 10.25 10.07 PyrophyteAcqn PHYT.UT ... ... 10.10 –0.01 ... 10.74 6.74 SignaSports SSU ... dd 8.75 –0.03 ...
67.88 50.37 MercuryGeneral MCY 4.6 12 54.64 –0.36 .635 3.85 0.79 NineEnergy NINE ... dd 1.10 ... ... 56.73 29.13 ProgHoldings PRG ... 9 31.53 –4.49 ... 10.41 9.85 PyrophyteAcqn PHYT ... ... 9.90 ... ... 2.45 0.36 SignaSportsWt SSU.WT ... ... .40 –0.24 ...

27.94 20.34 SINOPEC SHI 6.1 5 22.02 –0.64 1.5567 68.80 47.22 SouthJerseyUn SJIV 6.5 ... 67.30 +16.48 1.0938 49.67 35.37 Tapestry TPR 2.5 14 40.76 +1.29 .25 110.00 90.32 UGI Un UGIC 8.0 18 92.14 –0.36 1.8125 21.63 13.04 WabashNational WNC 1.9 cc 16.79 –0.15 .08
17.61 12.51 SITE Centers SITC 3.2 32 16.01 +0.53 .13 69.77 56.69 Southern SO 4.1 29 65.04 +1.27 .66 64.29 29.95 TargaResources TRGP 2.2 54 63.74 +1.65 .35 27.50 16.73 UMH Prop UMH 3.4 37 23.43 +0.40 .20 99.17 71.21 Wabtec WAB .6 32 94.38 –2.48 .15
73.69 58.01 SJW Group SJW 2.2 32 64.94 –0.28 .36 53.99 48.15 SouthernUnA SOLN 6.6 ... 51.20 +0.27 .8438 268.98 166.83 Target TGT 1.8 15 199.22 –5.17 .90 59.32 40.53 Unitil UTL 3.1 22 50.90 +1.80 .39 156.77 95.01 Walker&Dunlop WD 1.7 17 137.57 +0.07 .60
55.30 24.35 SK Telecom SKM 7.2 14 25.26 +0.06 .3867 83.29 54.92 SoCopper SCCO 5.2 16 68.79 +1.20 1.00 79.89 43.29 TaroPharm TARO ... cc 50.00 +2.42 ... 17.83 13.84 USA Compression USAC 12.1 dd 17.35 +0.09 .525 27.50 7.28 Wallbox WBX ... ... 12.80 –0.48 ...
88.27 68.34 SLGreenRealty SLG 4.6 13 80.30 –2.55 .3108 10.08 9.78 SouthportAcqn PORT.UT ... ... 9.98 –0.03 ... 35.38 18.48 TataMotors TTM ... dd 30.80 –1.87 ... 39.96 25.44 US Cellular USM ... 16 28.08 –0.35 ... 6.40 0.80 WallboxWt WBX.WT ... ... 3.59 –0.11 ...
38.25 12.80 SM Energy SM .1 dd 32.57 –1.68 .01 9.99 9.76 SouthportAcqnA PORT ... ... 9.86 +0.04 ... 35.51 22.64 TaylorMorrison TMHC ... 6 29.69 +0.97 ... 8.27 4.72 USD Partners USDP 8.4 7 5.78 –0.22 .121 152.57 126.28 Walmart WMT 1.6 28 136.38 –1.61 .56
10.95 10.08 SoarTech FLYA.UT ... ... 10.23 +0.01 ... 0.45 0.30 SouthportAcqnWt PORT.WT ... ... .34 –0.03 ... 13.84 0.52 Team TISI ... dd .97 –0.05 ... 42.10 30.02 US Foods USFD ... 74 39.30 +0.87 ... 2.02 0.64 WarburgPinI-B Wt WPCB.WT ... ... .65 ... ...
10.31 9.95 SoarTechAcqnA FLYA ... ... 10.07 –0.04 ... 64.75 38.66 SouthwestAir LUV ... 28 45.14 –0.84 ... 10.70 5.55 TechnipFMC FTI ... cc 6.80 +0.33 ... 11.74 9.81 USHG Acqn HUGS.UT ... ... 10.60 +0.02 ... 10.83 9.86 WarburgPincusI-A WPCA.UT ... ... 9.90 +0.04 ...
0.80 0.45 SoarTechAcqnWt FLYA.WT ... ... .49 –0.02 ... 73.54 61.77 SouthwestGas SWX 3.4 17 69.00 +3.31 .595 37.23 17.31 TeckRscsB TECK 5.3 27 36.84 +1.35 .3925 10.94 9.60 USHG Acqn A HUGS ... 87 10.21 –0.06 ... 11.00 9.66 WarburgPincusI-A WPCA ... cc 9.78 ... ...
9.25 0.56 SOS SOS ... 2 .73 –0.19 ... 5.96 3.74 SouthwesternEner SWN ... dd 4.96 +0.30 ... 4.17 2.56 Teekay TK ... 78 3.39 +0.31 ... 2.50 0.70 USHG Acqn Wt HUGS.WT ... ... .96 –0.05 ... 11.19 9.84 WarburgPincusI-B WPCB.UT ... ... 9.91 +0.01 ...
68.24 47.05 SPX SPXC ... 38 50.53 –1.48 ... 10.68 9.81 SpartanAcqnIII SPAQ.UT ... ... 10.20 ... ... 16.09 9.89 TeekayTankers TNK ... dd 13.73 +2.70 ... 123.38 84.43 US PhysTherapy USPH 1.8 38 91.06 –7.12 .41 10.02 9.63 WarburgPincusI-B A WPCB ... cc 9.75 –0.03 ...
88.55 60.59 SPX FLOW FLOW .4 53 85.84 +0.09 .09 10.00 9.67 SpartanAcqnIII A SPAQ ... dd 9.97 +0.02 ... 21.69 14.79 TejonRanch TRC ... cc 17.33 +0.45 ... 15.38 7.23 US Silica SLCA ... dd 14.09 +2.40 ... 60.30 26.11 WarbyParker WRBY ... dd 29.96 +1.92 ...
16.23 4.64 SQZ Biotech SQZ ... dd 5.28 –0.20 ... 1.80 0.78 SpartanAcqnIII Wt SPAQ.WT ... ... 1.00 –0.05 ... 231.48 58.05 TeladocHealth TDOC ... dd 70.74 +5.74 ... 12.33 3.07 US Xpress USX ... 21 4.32 +0.07 ... 32.61 15.07 WarriorMetCoal HCC .6 11 31.50 +0.24 .06
48.27 31.42 STAG Indl STAG 3.7 35 39.62 +0.66 .1217 107.22 75.66 SpectrumBrands SPB 1.8 30 94.17 +2.06 .42 6.55 4.39 TelecomArgentina TEO .0 dd 5.34 –0.05 .4025 12.45 3.93 UWM UWMC 9.1 8 4.38 –0.33 .10 10.22 9.71 WarriorTech WARR.UT ... ... 9.94 –0.07 ...
9.98 9.69 ST Ener I A STET ... ... 9.79 ... ... 19.50 2.01 SpireGlobal SPIR ... dd 2.21 –0.26 ... 465.40 354.17 TeledyneTech TDY ... 43 428.63 +8.71 ... 2.93 0.31 UWM Wt UWMC.WT ... ... .42 –0.05 ... 10.00 9.55 WarriorTechA WARR ... ... 9.85 –0.01 ...
10.10 9.90 ST Ener I STET.UT ... ... 9.98 –0.05 ... 2.89 0.24 SpireGlobalWt SPIR.WT ... ... .27 –0.04 ... 449.38 289.00 Teleflex TFX .4 38 343.01 +27.23 .34 61.50 29.71 Uber UBER ... dd 34.98 +0.30 ... 1.04 0.20 WarriorTechWt WARR.WT ... ... .28 ... ...
0.66 0.31 ST Ener I Wt STET.WT ... ... .41 –0.04 ... 77.95 59.60 Spire SR 4.1 15 66.17 +3.28 .685 10.06 7.46 TelefonicaBras VIV 5.3 18 9.75 +0.07 .0636 401.81 225.14 Ubiquiti UI 1.0 29 250.87 +0.50 .60 27.05 22.09 WashingtonREIT WRE 2.9 cc 23.53 +0.07 .17
37.13 29.09 StoreCapital STOR 5.0 31 30.89 +0.40 .385 53.63 35.22 SpiritAeroSys SPR .1 dd 50.69 –0.38 .01 5.17 4.12 Telefonica TEF 3.5 2 4.74 –0.14 .167 90.00 28.80 UiPath PATH ... dd 32.79 –5.16 ... 138.82 97.58 WasteConnections WCN .7 53 124.01 +3.01 .23
54.00 29.60 SabineRoyalty SBR 7.7 19 53.79 +5.23 .3744 40.77 19.40 SpiritAirlines SAVE ... dd 24.89 +0.10 ... 30.98 20.44 TelekmIndonesia TLK 4.2 19 30.23 –0.23 .2153 4.34 2.18 UltraparPart UGP 3.5 19 2.97 +0.03 ... 168.04 110.71 WasteMgt WM 1.6 34 145.16 +2.83 .575
5.44 2.12 SafeBulkers SB ... 5 4.33 +0.02 ... 52.29 39.50 SpiritRealtyCap SRC 5.5 35 46.78 –0.02 .638 26.51 15.69 Telephone&Data TDS 4.1 18 17.38 –1.14 .18 27.28 15.21 UnderArmour A UAA ... 23 17.76 +1.22 ... 11.77 1.19 Waterdrop WDH ... dd 1.59 +0.05 ...
8.98 5.78 SafeguardSci SFE ... 5 6.22 +0.22 ... 326.15 135.56 Spotify SPOT ... dd 151.91 –0.36 ... 50.51 29.15 TempurSealy TPX 1.1 11 33.79 –3.62 .10 23.00 13.39 UnderArmour C UA ... 20 15.57 +1.11 ... 428.22 258.91 Waters WAT ... 29 323.65 +7.47 ...
95.29 56.33 Safehold SAFE 1.1 46 61.59 +0.35 .17 29.43 12.31 SpragueRscs SRLP 10.2 dd 17.08 +0.15 .4338 10.10 9.96 10XCapVentureIII VCXB.UT ... ... 10.01 –0.04 ... 30.94 17.80 Unifi UFI ... 13 19.00 –0.71 ... 318.98 233.13 Watsco WSO 2.9 25 267.52 +8.31 1.95
63.36 34.98 SailPointTechs SAIL ... dd 40.63 +2.30 ... 9.96 9.65 SpreeAcqn1 A SHAP ... ... 9.91 +0.04 ... 27.20 18.80 Tenaris TS .0 14 25.32 –0.38 .26 258.86 172.92 Unifirst UNF .7 24 180.73 +1.49 .30 314.00 235.94 Watsco B WSO.B 3.0 24 259.38 –14.06 1.95
311.75 184.44 Salesforce.com CRM ... cc 208.09 +11.25 ... 10.30 9.93 SpreeAcqnCorp.1Un SHAP.UT ... ... 9.98 +0.03 ... 32.25 5.01 TencentMusic TME ... 16 5.43 –0.22 ... 61.81 46.07 Unilever UL 3.9 18 50.55 –1.75 .4873 212.00 113.44 WattsWater WTS .7 30 148.03 +1.47 .26
25.66 15.24 SallyBeauty SBH ... 8 17.23 –0.94 ... 0.53 0.19 SpreeAcqn1 Wt SHAP.WT ... ... .21 –0.04 ... 88.19 49.15 TenetHealthcare THC ... 10 85.71 +5.20 ... 256.11 195.68 UnionPacific UNP 1.9 25 246.41 –4.78 1.18 0.95 0.42 WaverleyCap1 Wt WAVC.WT ... ... .60 +0.06 ...
31.41 14.55 Samsara IOT ... dd 17.01 –0.10 ... 26.50 9.62 Sprinklr CXM ... dd 11.72 –0.11 ... 87.40 70.14 Tennant TNC 1.3 25 78.99 +0.91 .25 28.60 16.66 Unisys UIS ... dd 21.77 +1.63 ... 10.00 9.72 WaverleyCap1 WAVC.UT ... ... 9.93 ... ...
7.80 3.75 SanJuanBasin SJT 11.7 14 7.00 +0.34 .0857 47.89 32.57 Sprott SII 2.6 34 38.48 +0.14 .25 22.75 9.51 Tenneco TEN ... 46 19.31 +8.80 ... 12.68 7.90 UnitedMicro UMC 2.3 13 9.42 –0.09 .2854 10.00 9.50 WaverleyCap1 A WAVC ... ... 9.63 –0.09 ...
10.28 9.78 SandbridgeX2 SBII.UT ... ... 9.98 +0.12 ... 64.71 25.58 Squarespace SQSP ... dd 28.65 +0.55 ... 59.38 37.05 Teradata TDC ... 38 49.75 +0.84 ... 57.89 25.23 UnitedNatFoods UNFI ... 11 40.42 +0.97 ... 355.96 100.57 Wayfair W ... dd 131.19 +3.10 ...
10.04 9.60 SandbridgeX2 A SBII ... ... 9.71 +0.02 ... 55.49 39.80 St.Joe JOE .7 42 53.50 +7.28 .10 55.60 38.90 Terex TEX 1.2 14 41.68 ... .13 233.72 156.59 UPS B UPS 2.9 14 209.95 +0.59 1.52 22.40 7.91 WeaveComms WEAV ... dd 9.87 +0.44 ...
1.30 0.43 SandbridgeX2Wt SBII.WT ... ... .48 ... ... 55.09 40.33 StandardMotor SMP 2.5 11 43.82 –4.14 .27 53.33 36.30 Terminix TMX ... 47 42.64 +0.44 ... 414.99 282.20 UnitedRentals URI ... 17 316.31 +4.49 ... 20.44 8.56 Weber WEBR 1.4 ... 11.54 +1.16 .04
14.99 3.50 SandRidgeEnergy SD ... 6 13.04 +1.27 ... 121.45 86.30 StandexInt SXI 1.0 28 106.38 +0.74 .26 86.00 53.98 TerrenoRealty TRNO 1.9 58 70.28 +1.95 .34 63.57 49.85 US Bancorp USB 3.2 11 57.34 +0.24 .46 65.00 45.60 WebsterFin WBS 2.7 14 59.91 +0.21 .40
9.31 5.31 SandstormGold SAND .9 50 7.08 +0.26 .0155 225.00 151.21 StanleyBlackDck SWK 2.0 16 161.89 +0.10 .79 4.49 2.31 TetraTech TTI ... dd 2.94 +0.18 ... 30.57 16.36 US Steel X .7 2 26.91 +2.82 .05 13.75 1.54 Weidai WEI ... ... 1.73 –0.10 ...
30.25 22.29 SaratogaInvt SAR 9.0 7 27.26 –0.23 .53 131.98 91.68 StanleyB&D Un SWT 5.5 ... 96.26 –0.02 1.3125 11.99 7.65 TevaPharm TEVA ... 22 8.36 +0.21 ... 509.23 329.85 UnitedHealth UNH 1.2 26 475.75 +7.94 1.45 68.17 49.66 WeisMarkets WMK 2.1 16 62.24 +0.39 .32
23.71 12.33 Sasol SSL ... cc 22.59 +0.84 ... 58.50 38.57 Stantec STN 1.0 35 50.25 –1.13 .1415 1773.95 946.29 TexasPacLand TPL 1.1 31 1065.90 +60.22 3.00 210.00 76.00 UnitySoftware U ... dd 104.04 +4.95 ... 25.19 14.70 Welbilt WBT ... 44 23.68 –0.06 ...
55.44 35.31 SaulCenters BFS 4.9 32 46.67 +0.09 .57 12.03 9.57 StarGroup SGU 5.6 8 10.14 –0.09 .1425 41.89 22.94 Textainer TGH 2.7 7 36.65 –0.91 .25 30.77 19.25 Univar UNVR ... 19 30.46 +1.16 ... 60.30 35.93 WellsFargo WFC 1.8 11 54.11 –1.52 .25
42.64 24.52 Schlumberger SLB 1.3 30 39.45 –0.76 .125 13.90 5.92 Starrett A SCX ... 4 7.17 –0.06 ... 79.45 48.83 Textron TXT .1 22 71.48 +1.96 .02 60.95 46.24 Universal UVV 5.8 13 54.18 –0.84 .78 89.80 67.41 Welltower WELL 2.9 cc 84.31 +1.45 .61
27.50 20.48 SchneiderNatl SNDR 1.2 11 25.87 –0.21 .08 9.80 3.80 Startek SRT ... dd 4.88 –0.09 ... 672.34 433.52 ThermoFisherSci TMO .2 28 549.83 +12.69 .30 75.61 55.01 UniversalHealth UHT 5.0 35 56.94 –0.69 .705 140.92 78.60 WescoIntl WCC ... 16 123.71 +1.25 ...
96.24 61.25 SchwabC SCHW .9 30 85.75 +0.14 .20 27.01 21.94 StarwoodProp STWD 8.0 15 23.95 –0.34 .48 22.05 15.59 Thermon THR ... 49 17.30 –0.64 ... 165.00 116.23 UniversalHealthB UHS .6 12 144.82 +10.03 .20 101.83 61.36 WestFraserTimber WFG 1.0 4 97.66 +1.13 .25
50.79 27.91 SchweitzerMaud SWM 5.6 11 31.32 +0.21 .44 104.87 72.13 StateStreet STT 2.6 12 88.74 –4.65 .57 123.60 85.15 ThomsonReuters TRI 1.8 9 101.19 +1.00 .445 19.64 11.89 UnivInsurance UVE 5.3 7 12.13 –0.48 .16 475.35 253.86 WestPharmSvcs WST .2 44 386.47 +16.98 .18
98.95 77.65 ScienceApplicat SAIC 1.7 17 84.72 +2.38 .37 43.99 13.05 SteelPartners SPLP ... 10 41.35 +2.16 ... 152.20 80.47 ThorIndustries THO 1.9 6 88.24 –3.27 .43 9.40 5.34 UnvlTechInst UTI ... 21 8.46 –0.17 ... 124.93 84.71 WestAllianceBcp WAL 1.5 11 94.30 +1.22 .35
24.67 11.02 ScorpioTankers STNG 2.3 dd 17.24 +1.55 .10 16.85 10.67 Steelcase SCS 4.7 cc 12.39 –0.28 .145 41.48 15.33 3D Systems DDD ... 7 17.44 –0.15 ... 31.98 22.25 UnumGroup UNM 4.2 7 28.52 –0.30 .30 4.19 1.70 WstAstMtgCap WMC 13.1 dd 1.83 –0.08 .06
254.34 126.57 ScottsMiracleGro SMG 1.9 18 140.08 +2.59 .66 21.99 15.13 Stellantis STLA .0 dd 19.15 +0.25 .3813 208.95 139.74 3M MMM 4.0 15 150.51 +2.89 1.49 10.72 1.61 UpHealth UPH ... dd 2.30 –0.01 ... 27.29 16.02 WesternMidstrm WES 5.3 11 24.49 –1.32 .327
15.14 6.57 ScullyRoyalty SRL .0 15 9.22 –0.59 .18 37.79 7.95 Stem STEM ... dd 8.81 –1.85 ... 16.24 9.75 Tidewater TDW ... dd 15.16 +1.15 ... 1.35 0.20 UpHealthWt UPH.WT ... ... .32 +0.01 ... 26.61 15.69 WesternUnion WU 4.9 10 19.03 –0.70 .235
0.50 0.37 SculptorAcqnIWt SCUA.WT ... ... .41 –0.02 ... 139.30 101.09 Stepan SCL 1.3 18 105.27 –2.06 .335 2.62 0.51 TidewaterWtA TDW.WTA ... ... .66 ... ... 20.33 14.00 UrbanEdgeProp UE 3.5 21 18.52 +0.38 .16 27.57 22.68 WestlakeChemPtrs WLKP 7.2 11 26.27 –0.73 .4714
10.15 9.97 SculptorAcqnI SCUA.UT ... ... 10.10 +0.10 ... 248.30 170.36 Steris STE .7 82 237.32 +11.29 .43 2.00 0.33 TidewaterWtB TDW.WTB ... ... .43 +0.02 ... 19.97 13.29 UrstadtBiddle UBP 5.0 20 17.30 +0.08 .2145 111.49 78.06 Westlake WLK 1.1 7 110.05 +2.60 .2975
10.00 9.80 SculptorAcqnIA SCUA ... ... 9.86 ... ... 29.18 14.38 Stevanato STVN ... 35 16.25 –0.04 ... 10.88 9.71 TigaAcqnA TINV ... cc 10.20 –0.01 ... 21.66 15.77 UrstadtProp A UBA 5.0 23 19.16 ... .2375 62.03 41.85 WestRock WRK 2.2 14 46.24 –0.41 .25
28.90 11.95 SculptorCapMgmt SCU 26.5 dd 13.09 –0.87 .28 81.00 45.58 StewartInfo STC 2.2 6 67.40 +1.78 .375 11.92 9.80 TigaAcquisitionUn TINV.UT ... ... 10.32 –0.13 ... 107.85 79.92 UsanaHealth USNA ... 15 87.53 –2.42 ... 27.01 14.31 Westwood WHG 3.7 13 16.20 +0.14 .15
372.70 111.50 Sea SE ... dd 137.46 +9.77 ... 83.28 59.95 StifelFinancial SF 1.6 11 74.50 –0.54 .30 2.47 0.15 TigaAcqnWt TINV.WT ... ... .19 –0.24 ... 15.98 4.50 UserTesting USER ... dd 8.11 –0.15 ... 14.97 5.55 WeWork WE ... dd 6.17 –0.44 ...
20.87 14.85 SeabridgeGold SA ... dd 16.65 –0.21 ... 52.15 33.30 STMicroelec STM .4 20 43.47 +0.28 .06 17.80 10.22 Tilly's TLYS .0 7 13.19 +0.35 1.00 30.09 13.72 UtzBrands UTZ 1.4 80 15.36 +0.45 .054 4.21 0.97 WeWorkWt WE.WT ... ... 1.27 –0.17 ...
70.37 41.78 SealedAir SEE 1.2 21 68.46 –0.85 .20 5.37 1.51 StoneMor STON ... dd 2.60 –0.04 ... 92.39 62.28 Timken TKR 1.8 14 66.19 –1.90 .30 43.04 31.80 Weyerhaeuser WY 1.8 11 39.20 +0.02 .18
72.18
8.79
41.94
4.37
SeaWorldEnt
SelectEnergySvcs
SEAS
WTTR
...
...
42
dd
71.91
8.21
+3.46
+0.73
...
...
38.20
38.40
13.64
23.50
Stoneridge
Stride
SRI
LRN
...
...
36
21
17.14
34.72
+1.08
+0.73
...
...
18.70
12.15
7.67
6.69
TimkenSteel
TItanIntl
TMST
TWI
...
... cc
9 17.46
11.45
+1.68
+0.26
...
...
V 49.10
15.00
34.85
3.03
WheatonPrecMet
WheelsUp
WPM
UP
1.3
...
32
dd
43.96
3.41
+0.46
–0.26
.15
...
43.60 21.48 SelectMedical SEM 2.2 7 23.09 –0.21 .125 281.16 227.84 Stryker SYK 1.0 51 265.79 +17.65 .695 69.93 16.60 Toast TOST ... dd 20.26 –0.61 ... 3.14 0.43 WheelsUpWt UP.WT ... ... .59 –0.10 ...
24.41 4.39 StudioCity MSC ... dd 4.97 +0.04 ... 90.79 55.71 VF VFC 3.4 17 58.64 –0.53 .50 257.68 183.75 Whirlpool WHR 3.4 7 204.45 –0.09 1.75
47.17
33.00 2.52 SelectQuote SLQT ... dd 2.99 –0.03 ... 75.61 Toll Bros TOL 1.3 8 53.62 –0.41 .17
144.93 114.66 Sempra SRE 3.1 39 141.44 +5.93 1.10 92.49 62.16 SturmRuger RGR 4.8 8 69.81 +2.75 .86 38.06 28.82 TootsieRoll TR 1.1 38 34.19 +0.46 .09
15.30 5.51 ViaOptronics VIAO ... dd 9.39 –0.36 ... 1243.57 978.51 WhiteMtnIns WTM .1 dd 1056.47 +19.35 1.00
32.48 10.62 Semrush SEMR ... ... 14.20 –1.30 ... 16.39 13.83 SuburbanPropane SPH 8.8 9 14.70 –0.12 .325 33.35 26.23 VICI Prop VICI 5.1 16 28.07 +0.15 .36 12.30 7.56 WhitestoneREIT WSR 3.6 50 12.04 –0.02 .04
284.07 179.50 TopBuild BLD ... 22 210.83 –13.66 ... 11.90
18.55 9.73 SendasDistrib ASAI .8 12 13.13 +0.70 .0432 7.95 6.40 SumitomoMits SMFG 4.1 8 7.28 –0.13 .1752 118.13 90.00 Toro TTC 1.3 25 93.95 –4.25 .30
28.80 Vizio VZIO ... cc 13.82 +1.35 ... 79.97 31.26 WhitingPetrol WLL 1.4 6 69.67 +5.21 .25
65.58 52.30 SensataTechs ST ... 26 58.94 +1.79 ... 11.32 8.22 SummitHotelProp INN ... dd 10.06 –0.22 ... 7.30 2.91 VOC Energy VOC 11.1 17 6.57 +0.70 .25 23.93 12.34 WideOpenWest WOW ... 3 17.04 –2.02 ...
25 86.02 60.36 TorontoDomBk TD 3.1 13 82.43 –0.79 .6958 33.36 6.09 VTEX VTEX ... dd 8.01 +0.35 ...
106.32 73.01 SensientTech SXT 2.0 29 81.63 +0.61 .41 41.46 25.45 SummitMaterials SUM ... 31.77 –3.68 ... 33.19 7.73 Torrid CURV ... ... 8.49 –0.44 ... 66.04 47.93 Wiley A JW.A 2.7 22 50.92 +0.65 .345
78.53 31.83 SentinelOne S ... dd 38.82 –0.17 ... 46.64 14.88 SummitMidstream SMLP ... 1 17.26 –6.45 ... 11.07 9.69 TortoiseEcofinIII TRTL.UT ... ... 9.90 –0.04 ...
5.98 2.06 VaalcoEnergy EGY 2.4 7 5.36 +0.32 .0325 65.63 48.93 Wiley B JW.B 2.7 21 50.60 +0.58 .345
6.97 3.41 SequansComms SQNS ... ... 3.94 +0.14 ... 211.79 138.11 SunComms SUI 1.8 56 184.66 –0.70 .83 376.24 249.12 VailResorts MTN 1.3 78 266.89 +0.89 .88 31.02 22.50 Williams WMB 5.5 25 30.69 +1.07 .425
58.49 48.05 SunLifeFinancial SLF 3.3 10 53.02 –0.01 .5191 10.15 9.61 TortoiseEcoIII A TRTL ... ... 9.67 ... ... 43.79 20.25 Valaris VAL ... dd 39.67 –0.57 ...
24.04 8.12 SeritageGrowth SRG ... dd 9.22 +0.11 ... 1.33 0.43 TortoiseEcoIII Wt TRTL.WT ... ... .48 –0.02 ... 10.04 9.80 WilliamsRowland WRAC ... ... 9.94 +0.01 ...
71.71 45.63 ServiceCorp SCI 1.6 13 60.99 +2.04 .25 8.15 5.85 SunCokeEnergy SXC 3.1 15 7.83 +0.10 .06 5.15 1.50 ValarisWt VAL.WT ... ... 4.73 –0.37 ... 10.71 9.92 WilliamsRowland WRAC.UT ... ... 10.02 –0.01 ...
60.04 40.33 TotalEnergies TTE ... 9 54.70 –2.88 ... 5
707.60 448.27 ServiceNow NOW ... cc 580.23 +24.22 ... 30.51 17.10 SuncorEnergy SU 4.4 13 29.80 +0.73 .3311 15.33 9.39 TownsquareMedia TSQ ... 11 11.31 –0.43 ...
23.18 11.16 Vale VALE 15.0 17.82 +1.18 .4376 0.79 0.24 WilliamsRowlandWt WRAC.WT ... ... .25 –0.03 ...
89.35 49.27 ServisFirst SFBS 1.1 23 86.37 +0.44 .23 19.88 2.93 SunlandsTech STG ... dd 5.61 –0.25 ... 12.19 5.34 ValensSemicon VLN ... dd 6.38 +0.02 ... 223.32 120.01 Williams-Sonoma WSM 2.0 11 144.53 +4.17 .71
213.74 145.55 ToyotaMotor TM 2.2 9 185.38 –3.59 1.7622 ...
130.00 58.19 ShakeShack SHAK ... dd 71.97 –0.10 ... 12.08 2.41 SunlightFinl SUNL ... dd 3.92 +0.56 ... 32.59 8.46 Traeger COOK ... dd 9.61 +0.37 ...
1.05 0.33 ValensSemiconWt VLN.WT ... .50 +0.02 ... 87.53 58.34 Winnebago WGO 1.1 7 63.00 –0.36 .18
12.81 2.41 Shapeways SHPW ... dd 3.47 –0.20 ... 2.30 0.34 SunlightFinWt SUNL.WT ... ... .59 +0.10 ... 93.77 58.85 ValeroEnergy VLO 4.6 38 84.87 –1.85 .98 9.96 6.09 Wipro WIT .2 25 7.43 +0.10 .0121
48.36 13.90 SunnovaEnergy NOVA ... dd 18.26 +2.39 ... 10.05 9.86 TrajectoryAlpha TCOA.UT ... ... 9.87 –0.07 ... 34.60 17.00 Valhi VHI 1.2 8 26.29 +0.25 .08
1.63 0.24 ShapewaysWt SHPW.WT ... ... .31 –0.03 ... 9.99 9.62 TrajectoryAlphaA TCOA ... ... 9.71 –0.14 ... 142.33 75.06 Wolfspeed WOLF ... dd 101.10 +4.51 ...
46.95 30.55 Sunoco SUN 7.8 8 42.21 –0.05 .8255 265.09 203.31 ValmontInds VMI 1.0 24 218.12 +2.08 .55 44.74 23.06 WolverineWwide WWW 1.7 29 23.43 –2.40 .10
30.66 17.40 ShawComm B SJR 3.0 18 29.59 +0.32 .0791
13.91 9.93 SunstoneHotelInv SHO ... cc 10.65 –0.88 ... 0.45 0.36 TrajectoryWt TCOA.WT ... ... .36 –0.05 ... 37.97 24.22 Valvoline VVV 1.5 14 33.01 –0.24 .125
16.50 10.76 ShellMidstream SHLX 8.8 11 13.62 +0.05 .30 145.24 39.71 25.18 WooriFin WF 3.0 4 36.08 –0.89 .3675
12.48 7.08 SuperGroup SGHC ... dd 8.24 +0.46 ... 207.06 TraneTech TT 1.7 26 154.73 +2.40 .67 31.87 12.25 Vapotherm VAPO ... dd 15.29 +1.77 ...
56.13 36.32 Shell SHEL 2.3 10 54.21 +0.97 .48 12.13 7.96 Transalta TAC 1.6 dd 10.00 –0.26 .039 173.24 80.00 Workiva WK ... dd 101.84 –2.16 ...
38 4.75 0.91 SuperGroupWt SGHC.WT ... ... 1.58 +0.11 ... 12.97 8.50 VectorGroup VGR 7.1 8 11.20 –0.02 .20 37.68 24.29 WorldFuelSvcs INT 1.8 32 27.25 –0.37 .12
354.15 218.06 SherwinWilliams SHW .9 267.27 –0.80 .60 42.92 18.61 TrancntlRlty TCI ... 20 38.51 –0.84 ...
104.11 43.09 Shift4Paymts FOUR ... dd 52.32 +1.04 ... 9.72 3.53 SuperiorIndsIntl SUP ... dd 4.01 +0.23 ... 60.32 40.67 Vectrus VEC ... 10 44.78 +1.35 ... 10.20 9.76 WorldQuantumA WQGA ... ... 9.85 –0.01 ...
10.00 9.58 Supernova III A STRE ... dd 9.72 +0.01 ... 688.03 552.72 TransDigm TDG ... 52 662.45 +13.49 ... 343.96 199.41 VeevaSystems VEEV ... 85 225.95 +8.05 ...
39.17 28.97 ShinhanFin SHG 4.4 5 33.11 –0.92 1.1545 5.13 2.63 Transocean RIG ... dd 3.33 –0.02 ... 10.18 9.93 WorldQuantumGwthUn WQGA.UT ... ... 10.05 –0.03 ...
1.50 0.43 Supernova III Wt STRE.WT ... ... .49 ... ... 13.18 4.88 Velo3D VLD ... dd 8.05 +0.68 ... 0.87 0.43 WorldQuantumWt WQGA.WT ... ... .45 –0.04 ...
1762.92 585.03 Shopify SHOP ... 30 676.95 +20.07 ... 6.09 4.05 TransportadGas TGS ... 11 5.75 +0.49 ...
13.95 8.02 SupernovaPtrsII SNII.UT ... ... 10.44 +0.15 ... 3.65 0.95 Velo3DWt VLD.WT ... ... 1.82 +0.20 ... 70.72 46.81 WW Ent WWE .8 27 58.60 +0.05 .12
10.26 9.80 ShoulderUpTechA SUAC ... ... 9.83 –0.02 ...
12.75 7.90 SupernovaPtrsII A SNII ... dd 9.31 –0.66 ... 125.35 83.12 TransUnion TRU .4 44 91.34 –6.45 .095 14.00 6.45 VelocityFinl VEL ... 14 12.94 +0.44 ... 75.45 47.79 WorthingtonInds WOR 2.0 7 57.16 +0.07 .28
10.15 10.00 ShoulderUpTechUn SUAC.UT ... ... 10.05 –0.03 ... ... 68.26 46.81 Travel+Leisure TNL 2.4 16 57.20 –1.80 .35 5.85 2.05 VenatorMaterials VNTR ... dd 2.25 –0.05 ...
0.60 0.36 ShoulderUpTechWt SUAC.WT ... ... .49 ... ... 4.94 0.74 SupernovaII Wt SNII.WT ... 1.65 +0.25 ... 93.72 60.86 WyndhamHtls WH 1.5 34 87.37 –0.35 .32
13.85 8.37 Suzano SUZ 1.1 9 10.64 –0.43 .1306 174.55 144.44 Travelers TRV 2.0 12 173.44 +2.81 .88 61.09 45.44 Ventas VTR 3.3 cc 54.20 +1.26 .45
128.36 77.38 Shutterstock SSTK 1.1 36 89.64 –1.59 .24 9.38 7.08 TrecoraRscs TREC ... dd 8.90 –0.05 ...
XYZ
56.20 21.30 Sweetgreen SG ... ... 24.13 –0.10 ... 40.46 19.28 Veoneer VNE ... dd 35.47 +0.25 ...
20.68 11.15 Sibanye-Stillwater SBSW 7.6 4 17.38 +0.86 .8075 cc 18.39 10.59 Tredegar TG 4.1 10 11.57 –0.20 .12 19.90 13.81 VerisResidential VRE ... dd 16.98 –0.45 ...
111.92 48.42 SignetJewelers SIG 1.0 7 72.10 –5.71 .18 29.15 13.38 Switch SWCH .8 26.06 +1.18 .0525
40.04 23.10 Sylvamo SLVM ... ... 35.87 –3.30 ... 55.50 33.90 TreeHouseFoods THS ... dd 40.09 –0.38 ... 158.99 23.63 Veritiv VRTV ... 15 106.90 +4.47 ...
37.03 11.11 SignifyHealth SGFY ... dd 13.43 +0.74 ... 52.49 37.76 SynchronyFin SYF 2.0 6 43.19 –0.23 .22 1.51 0.15 TrepontAcqnI Wt TACA.WT ... ... .20 –0.06 ... 59.85 49.69 Verizon VZ 4.7 10 54.12 +0.29 .64 17.88 2.31 XFinancial XYF ... 50 3.11 –0.13 ...
34.83 7.31 SilverBowRscs SBOW ... dd 25.15 +1.15 ... 54.40 38.42 SynovusFin SNV 2.5 11 52.11 +0.23 .33 10.98 10.02 TrepontAcqnI TACA.UT ... ... 10.10 –0.02 ... 18.18 5.51 VermilionEnergy VET ... 5 18.11 +1.10 ... 16.86 1.52 XL Fleet XL ... dd 1.82 +0.14 ...
239.26 80.78 SilvergateCapital SI ... 42 120.49 +5.63 ... 87.30 68.05 Sysco SYY 2.2 57 87.25 +3.70 .47 10.30 9.68 TrepontAcqnI A TACA ... 45 10.02 +0.01 ... 27.29 12.20 Verso VRS 1.5 dd 26.60 –0.10 .10 90.78 61.63 XPO Logistics XPO ... 24 71.75 +0.27 ...
25.50 11.88 Similarweb SMWB ... dd 13.58 +0.87 ... 13.99 7.70 System1 SST ... dd 12.85 +0.36 ... 140.98 78.20 Trex TREX ... 46 90.37 +4.95 ... 18.44 6.66 VerticalAerospace EVTL ... dd 7.10 –0.36 ... 21.40 15.15 XeniaHotels XHR ... dd 18.65 –0.23 ...
10.60 9.34 SimonPropAcqn SPGS.UT ... ... 9.82 +0.01 ... 2.31 0.80 System1Wt SST.WT ... ... 1.43 +0.25 ... 28.29 17.94 TriPointe TPH ... 5 22.08 +0.50 ... 1.60 0.56 VerticalAeroWt EVTL.WT ... ... .88 +0.14 ... 3.79 0.54 XinyuanRealEst XIN ... ... .69 –0.04 ...
10.32 9.68 SimonPropA SPGS ... 79 9.73 ... ... 15.84 5.49 TriconRes TCN 1.5 7 15.35 +0.74 .058 28.80 10.75 Vertiv VRT .1 40 13.20 –7.27 .01 56.45 22.73 XPeng XPEV ... dd 35.03 –2.86 ...
1.88 0.49 SimonPropWt SPGS.WT ... ... .50 ... ... 10.20 9.99 TrineIIAcqn TRAQ.UT ... ... 10.11 +0.06 ... 32.50
171.12 104.12 SimonProperty SPG 4.7 22
19
139.70 –1.25 1.65 T 9.95 9.72 TrineIIAcqnA TRAQ ... ... 9.87 –0.01 ...
52.73
15.79 4.67
Viad
VicariousSurgical
VVI
RBOT
...
...
dd
dd
35.19
5.85
–0.34
–0.34
...
...
24.73
138.78
9.87
84.74
XponentialFit
Xylem
XPOF
XYL
...
1.3
...
39
21.25
90.93
+1.34
+0.27
...
.30
141.26 96.79 SimpsonMfg SSD .8 118.69 +1.75 .25 0.75 0.25 TrineIIAcqnWt TRAQ.WT ... ... .43 –0.03 ... 2.95 0.20 VicariousSurgicWt RBOT.WT ... ... .91 –0.07 ... 108.82 54.00 Yeti YETI ... 26 61.20 +0.91 ...
11.50 7.40 SiriusPoint SPNT ... 3 7.45 –0.77 ... 82.69 2.26 TAL Education TAL ... ... 2.91 –0.44 ... 109.40 69.43 TriNet TNET ... 18 88.72 +1.68 ... 76.00 39.79 Victoria'sSecret VSCO ... 7 56.01 –2.90 ... 5.86 3.34 YPF YPF ... 6 4.38 +0.09 ...
260.00 147.60 SiteOneLandscape SITE ... 33 171.59 +5.78 ... 55.34 41.89 TC Energy TRP 5.4 36 52.54 +0.09 .6908 33.77 24.70 TrinityIndustries TRN 3.2 58 28.85 –0.60 .23 13.51 6.33 VinceHolding VNCE ... dd 8.13 +0.24 ... 29.48 5.17 Yalla YALA ... 15 6.12 –0.17 ...
51.75 35.75 SixFlags SIX ... 31 44.97 +0.19 ... 10.23 9.68 TCW Spac TSPQ.UT ... ... 9.78 –0.02 ... 76.49 44.20 Trinseo TSE 2.4 5 53.82 –2.06 .32 46.00 7.48 Vipshop VIPS ... 9 9.05 –1.09 ... 5.44 3.70 YamanaGold AUY 2.4 32 4.97 +0.06 .03
55.87 35.78 SkechersUSA SKX ... 10 47.49 –0.23 ... 10.00 9.50 TCW Spac A TSPQ ... 32 9.71 ... ... 19.25 13.74 TriplePtVent TPVG 8.8 7 16.34 –0.44 .36 57.51 7.40 VirginGalactic SPCE ... dd 9.18 +0.78 ... 20.57 1.22 YatsenHolding YSG ... dd 1.38 –0.13 ...
13.60 8.24 SkeenaRscs SKE ... dd 10.47 +0.16 ... 1.02 0.31 TCW Spac Wt TSPQ.WT ... ... .33 –0.02 ... 10.10 9.87 TristarAcqnI TRIS.UT ... ... 9.97 +0.03 ... 10.62 9.54 VirginGroupII VGII.UT ... ... 9.96 +0.01 ... 43.86 31.60 Yelp YELP ... 67 34.25 –0.96 ...
12.88 5.55 Skillsoft SKIL ... dd 6.46 +0.36 ... 30.00 12.00 TDCX TDCX ... 29 13.71 –0.29 ... 9.89 9.69 TristarAcqnI TRIS ... ... 9.78 ... ... 10.55 9.64 VirginGrpII A VGII ... ... 9.86 –0.01 ... 18.26 6.80 Yext YEXT ... dd 7.43 +0.04 ...
3.75 0.83 SkillsoftWt SKIL.WT ... ... 1.25 +0.24 ... 130.93 87.57 TD Synnex SNX 1.2 16 103.86 –0.73 .30 0.60 0.41 TristarAcqnIWt TRIS.WT ... ... .46 +0.01 ... 1.55 0.45 VirginGrpII Wt VGII.WT ... ... .48 ... ... 6.60 2.25 YirenDigital YRD ... 10 2.62 –0.13 ...
36.50 2.16 Skillz SKLZ ... dd 3.07 –0.73 ... 166.44 123.31 TE Connectivity TEL 1.4 20 144.71 +1.23 .50 70.17 46.75 TritonIntl TRTN 3.9 9 66.55 +1.49 .65 7.30 1.60 VirnetX VHC ... dd 1.83 +0.06 ... 35.63 7.02 Youdao DAO ... dd 11.53 –0.32 ...
85.92 38.96 SkylineChamp SKY ... 20 68.14 –5.72 ... 22.75 16.42 Tegna TGNA 1.7 8 22.71 +1.76 .095 24.53 14.12 TriumphGroup TGI ... dd 24.45 +0.61 ... 252.67 190.10 Visa V .7 37 219.27 –3.42 .375 139.85 101.94 YumBrands YUM 1.8 24 123.72 –2.08 .57
15.14 6.20 SmartRent SMRT ... dd 6.42 –1.04 ... 25.55 19.74 Telus TU 4.1 26 25.47 +0.30 .2582 26.33 15.61 Tronox TROX 2.4 12 21.10 –0.12 .125 26.50 18.40 Vishay VSH 2.0 10 19.59 –0.45 .10 69.67 43.91 YumChina YUMC .9 23 52.05 –0.37 .12
85.65 46.61 Smartsheet SMAR ... dd 53.07 –2.36 ... 39.91 22.54 TelusIntl TIXT ... 84 24.51 +0.39 ... 32.91 19.98 TrueBlue TBI ... 16 27.06 +0.26 ... 39.71 29.22 VishayPrecision VPG ... 22 31.99 –0.24 ... 75.20 18.70 ZimIntShipping ZIM 14.3 3 70.10 +0.24 2.50
86.74 59.27 SmithAO AOS 1.6 23 69.39 –1.81 .28 56.86 30.43 Ternium TX 7.4 2 39.43 +2.28 .80 68.95 51.87 TruistFinl TFC 3.0 14 62.97 +0.65 .48 8.32 2.51 VistaOil&Gas VIST ... 15 8.00 +1.10 ... 36.18 25.23 ZTO Express ZTO .0 36 28.96 –0.89 .24
44.47 31.55 Smith&Nephew SNN 2.1 30 35.59 +3.00 .288 120.50 69.16 TFI Intl TFII 1.0 17 103.45 +1.17 .27 12.29 6.75 TsakosEnergy TNP 2.6 dd 7.81 +0.31 .10 52.69 27.02 VistaOutdoor VSTO ... 5 35.57 +0.13 ... 155.62 87.90 Zendesk ZEN ... dd 115.48 +0.42 ...
145.82 111.59 Smucker SJM 2.9 20 137.27 –1.72 .99 13.57 9.81 TIM TIMB 2.2 11 13.14 +0.06 .2035 13.50 7.50 TufinSoftware TUFN ... dd 8.81 +0.21 ... 22.99 15.47 Vistra VST 2.7 dd 21.90 +0.45 .17 17.60 3.25 ZeppHealth ZEPP ... 8 3.79 –0.41 ...
83.34 24.32 Snap SNAP ... dd 39.15 +1.14 ... 77.35 59.85 TJX TJX 1.6 25 66.78 +0.63 .26 33.72 13.28 Tupperware TUP ... dd 16.36 –0.95 ... 0.42 0.10 VistraWt VST.WTA ... ... .15 +0.03 ... 12.80 5.27 ZetaGlobal ZETA ... dd 12.42 +1.33 ...
259.99 197.75 SnapOn SNA 2.7 14 212.10 –3.37 1.42 10.18 9.79 TLG Acqn One TLGA.UT ... ... 9.84 –0.02 ... 5.65 2.85 TurkcellIletism TKC ... 5 3.53 +0.09 ... 17.69 6.05 VivintSmartHome VVNT ... dd 7.30 +0.46 ... 17.50 6.43 ZeviaPBC ZVIA ... dd 6.73 –2.77 ...
405.00 184.71 Snowflake SNOW ... dd 269.42 –4.35 ... 9.90 9.50 TLGAcqnOneA TLGA ... 31 9.74 +0.01 ... 54.84 31.76 TurningPoint TPB .7 13 33.73 –0.44 .06 172.00 108.80 VMware VMW ... 25 118.14 –4.53 ... 164.16 1.40 ZhangmenEducation ZME ... dd 1.79 –0.02 ...
15.79 9.99 SocialCapHedIV IPOD.UT ... ... 10.38 +0.10 ... 1.00 0.35 TLGAcqnOneWt TLGA.WT ... ... .36 –0.03 ... 21.89 9.75 TurquoiseHill TRQ ... 8 21.01 +0.58 ... 14.34 3.76 Volta VLTA ... dd 4.02 –0.97 ... 13.85 3.04 Zhihu ZH ... dd 3.51 –0.08 ...
5.00 0.80 SocialCapHedosIVWt IPOD.WT ... ... 1.15 ... ... 26.99 9.87 TPGPaceBenFin TPGY.UT ... ... 9.98 –0.03 ... 20.24 9.35 TutorPerini TPC ... 5 10.37 –1.29 ... 4.45 0.86 VoltaWt VLTA.WT ... ... 1.66 –0.19 ... 180.36 108.47 ZimmerBiomet ZBH .8 67 126.70 +5.68 .24
14.85 9.77 SocialCapHedIV A IPOD ... dd 10.10 +0.14 ... 26.37 9.80 TPGPaceBenA TPGY ... 1 9.85 –0.03 ... 27.65 4.49 Tuya TUYA ... dd 5.49 –0.21 ... 37.08 22.91 Vontier VNT .4 10 24.21 –0.27 .025 32.90 18.03 ZipRecruiter ZIP ... 74 19.56 –0.21 ...
15.38 10.01 SocialCapHedVI IPOF.UT ... ... 10.70 +0.35 ... 10.50 0.55 TPGPaceBenWt TPGY.WT ... ... .67 ... ... 418.00 147.00 Twilio TWLO ... dd 167.18 +8.85 ... 50.91 38.00 VornadoRealty VNO 4.8 83 43.75 –0.74 .53 249.27 141.41 Zoetis ZTS .7 46 194.71 +3.39 .325
14.44 9.77 SocialCapHedVI A IPOF ... dd 10.27 +0.22 ... 10.83 9.65 TPGPaceBenII YTPG ... dd 9.76 +0.02 ... 10.21 9.77 TwinRidgeCap TRCA.UT ... ... 9.81 –0.07 ... 74.97 58.97 VoyaFinancial VOYA 1.2 4 68.55 –0.53 .20 23.25 12.79 Zuora ZUO ... dd 15.07 +0.45 ...
4.95 0.91 SocialCapHedVI Wt IPOF.WT ... ... 1.65 +0.26 ... 14.55 10.29 TPG RE Fin TRTX 8.1 14 11.85 –0.42 .07 10.20 9.62 TwinRidgeCapA TRCA ... ... 9.71 +0.01 ... 213.65 157.80 VulcanMatls VMC .9 37 183.48 –1.83 .40 38.32 21.30 ZurnWaterSolns ZWS .4 22 33.22 –0.15 .03
1.25 0.41 SocialLvgI Wt SLAC.WT ... ... .46 +0.04 ... 12.10 9.80 TailwindAcqn TWND.UT ... ... 10.03 +0.09 ... 1.60 0.37 TwinRidgeCapWt TRCA.WT ... ... .40 +0.01 ... 12.26 9.90 VyGlblGrowth VYGG.UT ... ... 9.92 –0.07 ... 39.41 6.52 Zymeworks ZYME ... dd 7.28 +0.10 ...
10.90 9.75 SocialLvgI SLAC.UT ... ... 9.84 +0.01 ... 10.90 8.68 TailwindAcqnA TWND ... dd 9.85 ... ... 79.08 31.30 Twitter TWTR ... dd 35.29 +0.97 ... 11.84 9.67 VyGlblGrowthA VYGG ... 50 9.83 +0.01 ...
10.28 9.61 SocialLvgI A SLAC ... cc 9.74 ... ... 0.53
NYSE ARCA
2.52 0.20 TailwindAcqnWt TWND.WT ... ... .23 +0.02 ... 10.03 9.65 twoA TWOA ... ... 9.73 +0.02 ... 3.27 VyGlblGrowthWt VYGG.WT ... ... .61 +0.01 ...
71.50 40.53 SOQUIMICH SQM .6 73 64.40 +2.94 .9102 10.36 9.74 TailwindIntlAcqn TWNI.UT ... ... 9.80 ... ... 8.15 4.76 TwoHarbors TWO 13.4 15 5.08 –0.16 .17
15.08 6.11 SolarisOilfield SOI 4.6 dd 9.21 +0.79 .105
W
10.15 9.60 TailwindIntlA TWNI ... 32 9.74 +0.02 ... 557.55 372.80 TylerTech TYL ... cc 429.92 +18.64 ...
23.00 12.33 SolarWinds SWI ... dd 13.43 –0.12 ... 1.03 0.24 TailwindIntlWt TWNI.WT ... ... .28 –0.03 ... 100.72 67.32 TysonFoods TSN 2.0 9 93.37 +1.10 .46 13.00 7.88 EmpireStateReal60 OGCP 1.5 ... 9.39 –0.16 .035
23.39 8.74 SoloBrands DTC ... ... 10.32 +0.52 ... 10.60 9.74 TailwindTwo TWNT.UT ... ... 10.05 +0.04 ... 13.05 8.00 EmpireStateRealES ESBA 1.5 ... 9.40 –0.35 .035
4.78 70.24
U
12.24 Sonendo SONX ... ... 4.94 –0.50 ... 10.10 9.62 TailwindTwoA TWNT ... dd 9.92 –0.01 ... 5.14 2.64 W&T Offshore WTI ... dd 4.62 +0.38 ... 39.27 US Oil Fund USO ... ... 65.80 +1.06 ...
58.00 42.33 SonicAutomotive SAH 1.9 7 53.86 +1.66 .25 1.49 0.32 TailwindTwoWt TWNT.WT ... ... .41 +0.01 ... 99.86 80.62 WEC Energy WEC 3.2 22 90.85 +0.85 .7275 27.92 15.28 USBrentOilFd BNO ... ... 26.28 +0.96 ...
55.17 19.73 SonidaSrLiving SNDA ... 1 34.71 +2.21 ... 145.00 104.38 TaiwanSemi TSM 1.4 27 111.23 –8.08 .3897 232.07 123.01 WEX WEX ... dd 165.64 +2.38 ... 53.47 30.11 USGasolineFd UGA ... ... 50.69 +1.14 ...
69.83 54.82 SonocoProducts SON 3.1 dd 58.79 –0.22 .45 19.97 13.17 TakedaPharm TAK 4.7 12 15.03 –0.32 .3921 21.49 14.42 UBS Group UBS 2.7 9 18.85 –1.31 .50 91.48 67.36 WNS WNS ... 36 84.48 –0.32 ... 22.10 9.04 US NatGas UNG ... ... 15.82 +0.41 ...
133.75 91.75 Sony SONY .4 16 104.09 –0.14 .2441 18.93 8.57 TalosEnergy TALO ... dd 14.12 +1.96 ... 61.06 41.15 UDR UDR 2.6 cc 56.04 +1.80 .3625 83.19 66.12 W.P.Carey WPC 5.4 35 77.66 +1.30 1.055 16.43 7.61 US12mthNtlGas UNL ... ... 14.52 +0.26 ...
33.46 20.75 SoJerseyInd SJI 3.7 20 33.11 +9.76 .31 22.51 14.89 Tanger SKT 4.3 cc 17.09 +0.51 .1825 48.55 36.57 UGI UGI 3.6 8 38.74 +0.70 .345 83.70 59.10 WPP WPP 2.5 dd 73.12 –7.12 .8714 35.30 20.40 US12moOilFd USL ... ... 33.09 +0.38 ...
Nasdaq Issues
Nasdaq Issues includes stocks traded on the Nasdaq Global Select and Nasdaq Global Market tiers. They are eligible for inclusion on the basis of SEC-approved market
value of publicly-held shares, trading volume, price and number of market-makers.
FIVE-DAY NASDAQ COMPOSITE
52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. Fuel Stop: Russia invaded Ukraine, but U.S. sanctions left the oil trade
28.59 6.14 AlignmentHlthcr ALHC ... dd 8.53 +0.62 ... 125.00 52.86 ArcBest ARCB .4 11 89.75 +1.41 .08 intact. The Nasdaq Composite ended Friday at 13,695—after a late rally
A 34.31 2.11 AligosTherap ALGS ... dd 2.47 +0.05 ... 19.25 15.65 Arcellx ACLX ... ... 16.94 –0.88 ...
12.25 3.94 AlimeraSciences ALIM ... dd 4.70 +0.05 ... 49.15 35.09 ArchCapital ACGL ... 9 47.54 +0.44 ... reversed an early-week plunge and left the index up 1.1% for the week.
83.79 55.15 AAON AAON .6 44 58.51 +0.29 .19 49.32 12.72 AlkamiTech ALKT ... dd 15.61 +0.76 ... 21.42 4.51 Arcimoto FUV ... dd 5.70 +0.32 ... Monday Tuesday Wednesday Thursday Friday
49.91 15.68 AcadiaPharm ACAD ... dd 25.64 –0.22 ... 33.00 18.02 Alkermes ALKS ... dd 24.81 –0.27 ... 37.88 15.90 ArcoPlatform ARCE ... dd 19.19 +0.27 ...
41.16 28.39 ACI Worldwide ACIW ... 48 34.29 +1.23 ... 127.05 4.95 Allakos ALLK ... dd 5.58 –0.18 ... 65.00 19.68 ArcturusTherap ARCT ... dd 23.64 +1.11 ... 13760
12.61
119.12
3.60
60.84
AC Immune
ACM Research
ACIU
ACMR
...
...
dd
58
4.12
82.06
–0.17
+3.18
...
...
18.20
32.44
3.50
7.55
AllarityTherap
Allbirds
ALLR
BIRD
...
...
...
dd
4.25
7.86
–2.34
–1.24
...
...
36.45
9.23
13.59
0.58
ArcutisBiotherap
Ardelyx
ARQT
ARDX
...
...
dd
dd
17.99
.79
+2.01
+0.10
...
...
13650
(Prev Fri's Close)
H
13540
37.77
2.63
10.30
1.01
ACV Auctions
ADMA Biologics
ACVA
ADMA
...
...
dd
dd
13.07
1.60
+0.43
...
...
...
45.94
271.29
34.30
155.34
AllegianceBcshs
AllegiantTravel
ABTX
ALGT
1.3
...
11
20
43.16
174.74
–0.08
+3.01
.14
...
10.20
10.81
10.00
9.55
ArenaFortify
ArenaFortifyA
AFACU
AFAC
...
...
...
...
10.10
9.93
–0.01
+0.02
...
... 13430
O
25.50 18.07 AFC Gamma AFCG 8.4 19 19.79 –0.12 .50 38.28 22.05 AllegroMicro ALGM ... 53 28.48 +0.60 ... 0.51 0.32 ArenaFortifyWt AFACW ... ... .32 –0.01 ...
18.84
10.06
12.17
9.91
AGNC Invt
AIB Acqn
AGNC
AIBBU
11.1
...
11
...
13.02
10.00
–0.42
+0.05
.12
...
1.80
15.03
0.32
5.33
AllenaPharm
AllianceResource
ALNA
ARLP
...
7.7
dd
10
.42
13.07
...
+0.17
...
.25
94.64
23.00
45.50
18.05
ArenaPharm
AresCapital
ARNA
ARCC
...
7.7
dd
6
94.63
21.77
+1.50
+0.22
...
.03
13320 L
13210
9.83
0.26
9.77
0.15
AIBAcqnA
AIBAcqnRt
AIB
AIBBR
...
...
...
...
9.83
.20
–15.15
...
...
...
62.35
44.70
45.99
29.32
AlliantEnergy
AlliedMotionTech
LNT
AMOT
3.0
.3
22
20
57.87
34.88
+0.77
–0.05
.4275
.025
356.78
21.00
248.21
7.51
arGEN-X
ArgoBlockchain
ARGX
ARBK
...
...
dd
cc
286.33
8.67
+8.23
–0.42
...
... 13100 I
2.74 0.96 ALJ Regional ALJJ ... dd 2.60 +0.05 ... 39.12 8.33 AllogeneTherap ALLO ... dd 9.43 +0.13 ... 9.96 9.82 ArgusCapitalA ARGU ... ... 9.90 +0.02 ...
0.50 0.27 ALSPOrchidI Wt ALORW ... ... .29 –0.03 ... 21.04 7.11 Allot ALLT ... dd 8.23 +0.28 ... 0.75 0.40
6.27
ArgusCapitalWt ARGUW ... ... .46 –0.02 ... 12990 D
10.69 9.47 ALSPOrchidI A ALOR ... ... 9.92 –0.08 ... 41.73 6.83 AlloVir ALVR ... dd 9.07 +0.57 ... 14.95 Arhaus ARHS ... 29 7.00 –0.32 ... 12880
88.55
83.63
13.22
32.96
AlxOncology
AMC Networks
ALXO
AMCX
...
...
dd
7
16.85
40.86
+1.85
+2.36
...
...
21.95
212.00
13.05
125.00
AllscriptsHlthcr
AlnylamPharm
MDRX
ALNY
...
...
dd
dd
19.48
155.00
–0.91
+7.50
...
...
9.85
0.21
9.70
0.10
AriszAcqnA
AriszAcqnRt
ARIZ
ARIZR
...
...
...
...
9.78
.14
...
+0.01
...
... 12770 A
44.06 .31 64.00 23.66 Alpha&Omega AOSL ... 3 53.40 +0.48 ... 12660
67.10
80.93 27.13
Amerisafe
A-MarkPrecMet
AMSF
AMRK
2.7
.0
14
4
46.50
70.53
–6.44
+0.01 2.00 9.85
0.33
9.77
0.22
AlphaStarAcqn
AlphaStarRt
ALSA
ALSAR
...
...
...
...
9.85
.22
+0.02
–0.02
...
...
10.29
0.35
10.02
0.20
AriszAcqnUn
AriszAcqnWt
ARIZU
ARIZW
...
...
...
...
10.05
.25
–0.14
–0.01
...
...
12550
Y -166.55 -344.03 +436.10 +221.04
60.23 26.10 ANI Pham ANIP ... dd 37.47 +0.06 ... 10.53 9.76 ArmadaAcqnIUn AACIU ... ... 10.02 +0.02 ...
413.89 278.22 Ansys ANSS ... 63 324.38 +24.81 ... 0.25 0.06 AlphaStarWt ALSAW ... ... .09 –0.01 ... 0.67 0.21 ArmadaAcqnIWt AACIW ... ... .23 –0.09 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
36.46 15.55 APA APA 1.5 13 33.67 +1.51 .125 30.89 13.78 AlphaTeknova TKNO ... dd 15.83 +0.72 ... 9.95 9.34 ArmadaAcqnI AACI ... ... 9.81 –0.02 ...
24.66 14.39 ARKRestaurants ARKR ... 4 18.50 –0.65 ... 3030.93 1994.00 Alphabet A GOOGL ... 24 2689.19 +81.13 ... 10.10 9.96 ArogoCapital AOGOU ... ... 10.07 –0.01 ...
895.93 501.11 ASML ASML .8 39 667.12 +19.29 2.0843 3042.00 2010.00 Alphabet C GOOG ... 24 2690.39 +81.04 ... 9.91 9.80 ArogoCapA AOGO ... ... 9.88 –0.03 ...
10.09 10.01 A SPAC I Acqn ASCAU ... ... 10.09 ... ... 19.36 9.06 Alphatec ATEC ... dd 10.77 +0.97 ... 0.23 0.16 ArogoCapWt AOGOW ... ... .19 –0.02 ... 52-Week Tick Div 52-Week Tick Div
16.10 4.84 AST Space ASTS ... dd 6.96 +0.29 ... 15.14 6.00 AlpineImmune ALPN ... dd 8.56 +1.08 ... 40.81 8.02 ArrayTech ARRY ... dd 10.22 +1.23 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
6.97 1.57 AST Space Wt ASTSW ... ... 2.29 +0.05 ... 10.00 9.94 AlsetCapAcqn ACAXU ... ... 9.97 –0.02 ... 27.46 2.91 Arrival ARVL ... ... 3.20 –0.55 ...
82.96 55.50 AltairEngg ALTR ... dd 64.92 +6.23 ... 311.18 132.14 Baidu BIDU ... 25 153.11 –4.61 ... 20.90 4.41 BraggGaming BRAG ... dd 6.07 –0.47 ...
6.06 1.00 ATA Creativity AACG ... dd 1.36 –0.03 ... 38.24 30.46 ArrowFinancial AROW 3.1 11 35.00 –0.02 .27 30.11 18.75 BakerHughes BKR 2.4 dd 29.50 +0.39 .18 11.77 6.53 Brainsway BWAY ... dd 7.97 –0.04 ...
22.91 4.62 ATAI Life ATAI ... dd 5.53 –0.26 ... 10.20 9.97 AltEnergyAcqn AEAEU ... ... 10.02 +0.03 ... 93.66 39.42 ArrowheadPharm ARWR ... dd 43.99 –0.26 ... 174.29 118.42 Balchem BCPC .5 48 141.04 +3.03 .64 98.78 37.03 Braze BRZE ... ... 43.90 +0.22 ...
52.65 32.31 ATN Intl ATNI 2.0 dd 34.32 –0.35 .17 10.78 3.85 AltEnergyA AEAE ... ... 9.85 +0.01 ... 10.76 9.95 ArtemisStrat ARTEU ... ... 10.01 –0.03 ... 30.06 8.31 BallardPower BLDP ... dd 9.79 +0.17 ... 72.97 7.10 BridgeBioPharma BBIO ... dd 7.90 –0.18 ...
18.24 3.06 AveoPharma AVEO ... dd 3.42 ... ... 0.95 0.34 AltEnergyWt AEAEW ... ... .41 –0.01 ... 0.58 0.35 ArtemisStratInvtWt ARTEW ... ... .37 –0.03 ... 79.49 53.77 BancFirst BANF 1.9 15 77.35 –0.62 .36 21.80 10.51 BridgfordFoods BRID ... dd 11.16 –0.27 ...
1.28 19.46 6.35 Altimmune ALT ... dd 7.61 +0.55 ... 27.57 11.48 Arteris AIP ... ... 16.92 +1.93 ...
14.28 AVROBIO AVRO ... dd 1.52 +0.02 ...
14.58 5.61 AltisourcePortf ASPS ... dd 12.82 –0.25 ... 174.59 30.04 Bandwidth BAND ... dd 30.34 –20.98 ... 23.73 6.69 Brightcove BCOV ... 58 7.37 –0.10 ...
14.11 6.39 AXT AXTI ... 22 7.34 –0.11 ... 49.00 35.90 ArtesianRscs A ARTNA 2.3 26 46.81 +0.36 .2675 51.39 38.01 BankOZK OZK 2.5 11 47.32 +0.04 .30 62.33 39.08 BrighthouseFin BHF ... dd 54.13 –0.91 ...
15.45 68.07 41.64 AltraIndlMotion AIMC .7 cc 43.66 –1.39 .08 108.47 56.59 Arvinas ARVN ... dd 67.48 –1.54 ...
24.00 Abcam ABCM ... cc 16.30 –0.18 ... 32.05 25.58 BankofPrinceton BPRN 3.3 9 29.93 +0.01 .25 20.39 8.58 BrilliantEarthA BRLT ... 4 9.33 –2.13 ...
40.60 7.42 AbCelleraBio ABCL ... 12 8.93 –0.23 ... 20.22 13.48 AmalgamFin AMAL 1.8 10 17.39 +0.27 .08 178.71 103.81 AscendisPharma ASND ... dd 108.52 –3.47 ... 27.28 16.06 Bank7 BSVN 2.0 10 23.80 +0.20 .12 10.05 9.95 BroadCapital BRACU ... ... 10.05 ... ...
7.30 2.79 Amarin AMRN ... dd 3.27 –0.04 ... 6.75 0.81 AslanPharm ASLN ... dd .88 –0.02 ...
379.30 261.27 Abiomed ABMD ... cc 312.30 +13.92 ... 12.79 9.43 BankFinancial BFIN 3.7 20 10.82 –0.29 .10 9.86 9.82 BroadCapital BRAC ... ... 9.84 ... ...
3773.08 2707.04 Amazon.com AMZN ... 47 3075.77 +23.74 ... 10.10 1.04 AspenGroup ASPU ... dd 1.24 +0.02 ...
31.53 5.63 Absci ABSI ... dd 9.06 +0.79 ... 35.34 24.67 BankwellFin BWFG 2.3 10 34.95 +0.67 .20 0.25 0.20 BroadCapitalRt BRACR ... ... .22 –0.19 ...
16.22 7.22 AbsoluteSftwr ABST 2.8 dd 9.05 –0.19 .0639 227.59 82.59 Ambarella AMBA ... dd 139.37 +4.62 ... 169.22 122.29 AspenTech AZPN ... 39 148.56 +5.70 ... 66.79 49.10 Banner BANR 2.8 11 62.13 –0.30 .44 677.76 419.14 Broadcom AVGO 2.8 39 588.01 +8.02 4.10
7.60 3.58 AcaciaResearch ACTG ... dd 3.90 –0.04 ... 82.38 68.33 Amdocs DOX 2.0 19 78.94 –0.63 .395 5.54 1.40 AssemblyBiosci ASMB ... dd 1.55 ... ... 49.30 9.89 Baozun BZUN ... cc 11.02 –1.47 ... 17.74 13.23 BrooklineBcp BRKL 2.9 12 17.03 –0.32 .125
292.97 122.12 Amedisys AMED ... 25 159.90 +18.83 ... 80.00 48.14 AstecIndustries ASTE .9 28 50.89 –0.71 .12
51.08 22.79 AcademySports ASO ... 5 33.02 –1.25 ... 86.82 57.76 BarrettBus BBSI 2.0 13 60.88 +0.23 .30 80.67 1.93 BrooklynImmuno BTX ... dd 2.23 +0.02 ...
68.65 50.07 AcadiaHealthcare ACHC ... 23 56.92 +3.99 ... 36.72 16.28 AmerantBncpA AMTB .4 11 33.48 +0.43 .09 16.95 2.87 AstraSpace ASTR ... dd 3.34 +0.06 ... 37.00 13.16 BassettFurniture BSET 3.2 9 17.24 +0.95 .14 92.35 56.93 Bruker BRKR .3 39 71.18 +2.34 .05
15.17 769.90 523.94 Amerco UHAL .0 10 591.01 +3.58 .50 64.21 46.48 AstraZeneca AZN 2.3 cc 60.58 +0.72 .985
55.47 Accolade ACCD ... dd 17.71 –0.27 ... 22.73 16.47 BayCom BCML .9 12 22.25 –0.34 .05 10.28 9.96 BullpenParlayAcqUn BPACU ... ... 10.00 –0.02 ...
7.11 4.56 AmerFirstMultifam ATAX 6.7 16 6.60 +0.28 .08 22.01 3.83 AstriaTherap ATXS ... dd 7.10 +0.85 ...
11.40 9.46 AccretionAcqn ENERU ... ... 9.99 –0.01 ... 60.93 46.41 BeaconRoof BECN ... 19 58.27 +1.82 ... 0.39 0.34 BullpenParlayWt BPACW ... ... .35 –0.03 ...
9.80 9.69 AccretionAcqn ENER ... ... 9.78 +0.04 ... 26.09 14.91 AmerAirlines AAL ... dd 17.46 –0.41 ... 20.93 9.94 Astronics ATRO ... dd 14.23 +0.30 ... 138.52 56.34 BeamTherap BEAM ... dd 74.75 +7.73 ... 9.99 9.80 BullpenParlayA BPAC ... ... 9.83 ... ...
91.66 74.80 AEP AEP 3.5 19 89.46 +3.75 .78 18.52 11.01 AstroNova ALOT ... 14 14.83 +0.58 ...
0.37 0.21 AccretionAcqnRt ENERR ... ... .22 ... ... 3.42 1.74 BeasleyBroadcast BBGI ... dd 1.89 –0.02 ... 76.49 22.44 Bumble BMBL ... 10 26.38 +1.19 ...
0.19 52.00 45.35 AmerElecPwrUn AEPPL 5.9 ... 51.53 +1.04 .7656 20.04 11.50 AtaraBiotherap ATRA ... dd 13.19 +0.07 ...
0.48 AccretionAcqnWt ENERW ... ... .21 –0.02 ... 44.51 12.39 BedBath BBBY ... dd 16.17 +1.16 ... 16.59 4.51 BurgerFiIntl BFI ... dd 5.00 –0.21 ...
5.93 3.25 Accuray ARAY ... dd 3.56 –0.06 ... 54.17 44.71 AmerElecPwrUn AEPPZ 5.8 ... 52.63 +1.86 .7656 83.29 5.50 AteaPharm AVIR ... 23 6.37 +0.45 ... 426.56 194.50 BeiGene BGNE ... dd 214.11 +1.11 ... 4.46 0.50 BurgerFiIntlWt BFIIW ... ... .60 –0.02 ...
2.30 0.33 AcelRxPharm ACRX ... dd .39 ... ... 40.34 29.00 AmNtlBcsh AMNB 2.9 10 38.60 –0.32 .28 12.37 0.73 Athenex ATNX ... dd .86 +0.07 ... 22.00 12.38 BelFuse A BELFA 1.3 11 17.98 +2.93 .06 38.64 7.32 BurningRockBio BNR ... dd 8.42 +0.29 ...
0.49 0.13 AchariVenturesIWt AVHIW ... ... .20 –0.02 ... 195.89 88.67 AmericanNatl ANAT 1.7 7 189.18 –0.59 .82 23.64 8.51 AthiraPharma ATHA ... dd 9.30 –0.01 ... 23.00 10.58 BelFuse B BELFB 2.0 8 14.20 +2.15 .07 10.06 9.94 BurTechAcqn BRKHU ... ... 10.00 ... ...
36.62 15.28 AmOutdoorBrands AOUT ... 14 16.78 –0.16 ... 6.74 2.12 AtlanticAmerican AAME .8 4 2.64 –0.11 .02
11.28 9.98 AchariVenturesI AVHIU ... ... 10.01 –0.02 ... 15.75 9.25 Benefitfocus BNFT ... dd 10.04 +0.04 ... 9.86 9.80 BurTechAcqnA BRKH ... ... 9.85 +0.02 ...
39.19 16.97 AmericanPubEdu APEI ... 20 19.78 +1.11 ... 33.68 20.22 AtlCapitalBcshs ACBI ... 13 32.37 +0.80 ...
9.92 9.82 AchariVenturesI AVHI ... ... 9.88 +0.01 ... 71.92 34.51 BentleySystems BSY .3 cc 38.48 +1.02 .03 0.25 0.14 BurTechAcqnWt BRKHW ... ... .19 –0.01 ...
3.06 33.27 18.41 AmerSoftware AMSWA 2.0 61 22.00 +1.72 .11 10.04 9.98 AtlCoastalAcqnII ACABU ... ... 9.99 +0.01 ...
18.95 AchillesTherap ACHL ... ... 3.33 –0.19 ...
27.18 7.04 AmerSupercond AMSC ... dd 8.18 +0.50 ... 65.42 6.00 BerkeleyLights BLI ... dd 7.42 +0.56 ... 29.50 21.37 BusFirstBcshs BFST 1.8 11 26.52 –0.28 .12
30.38 9.26 AclarisTherap ACRS ... dd 15.34 +2.08 ... 42.67 32.31 AtlUnionBkshs AUB 2.7 13 41.37 +0.38 .28 12.47 2.87 BerkshireGrey BGRY ... dd 3.14 –0.03 ... 14.77 3.62 BuzzFeed BZFD ... dd 4.50 +0.27 ...
7.22 1.61 AcordaTherap ACOR ... dd 2.01 –0.04 ... 108.81 44.01 AmericanWoodmark AMWD ... 36 52.74 –1.11 ... 41.32 30.20 AtlanticaSust AY 5.1 dd 33.32 +1.60 .435 3.21 0.42 BerkshireGreyWt BGRYW ... ... .47 –0.02 ... 9.98 9.93 byNordicAcqn BYNOU ... ... 9.94 –0.02 ...
177.45 86.98 AmerCarMart CRMT ... 6 95.10 +0.59 ... 91.98 25.46 Atlanticus ATLC ... 9 56.44 –4.90 ...
99.46 56.40 ActivisionBliz ATVI .6 24 81.44 +0.39 .47
59.85 44.92 AmerisBancorp ABCB 1.2 9 49.61 –0.48 .15 10.65 4.72 Berry(bry) BRY 2.4 dd 10.12 +1.22 .06
26.98 4.60
1.54
AcumenPharm ABOS ... dd 5.72 –0.19 ... 4.52 3.55 AmeriServFin ASRV 2.4 10 4.20 –0.17 .025
97.13
15.40
53.36
7.50
AtlasAir
AtlasTech
AAWW
ATCX
...
... dd
5 77.12
11.36
–1.35
+0.22
...
...
162.78 41.33 BeyondMeat BYND ... dd 44.49 –7.84 ... C
22.17 AcutusMedical AFIB ... dd 1.65 –0.07 ... 261.00 198.64 Amgen AMGN 3.4 22 227.03 +6.26 1.94 62.08 20.67 BicycleTherap BCYC ... dd 47.68 +1.42 ...
24.98 5.71 Adagene ADAG ... ... 6.52 –0.28 ... 483.13 198.80 Atlassian TEAM ... dd 305.03 +6.96 ... 47.65 11.21 Big5SportingGds BGFV 6.1 4 16.29 –0.06 .25
12.63 7.60 AmicusTherap FOLD ... dd 8.25 –0.59 ... 19.45 1.56 Atreca BCEL ... dd 1.76 +0.15 ... 14.69 1.83 Cadiz CDZI ... dd 2.33 +0.07 ...
78.82 4.92 AdagioTherap ADGI ... dd 6.53 +0.11 ... 29.50 18.04 AmkorTech AMKR .9 9 23.40 –0.06 .05 72.20 21.63 BigCommerce BIGC ... dd 25.31 –0.01 ... 55.00 39.43 C&F Fin CFFI 3.1 6 51.13 +0.30 .40
6.86 2.42 AdaptimmuneTher ADAP ... dd 2.69 –0.18 ... 89.18 57.56 AtriCure ATRC ... 64 68.56 +6.83 ... 145.91 28.01 Bilibili BILI ... dd 31.46 –2.82 ...
29.19 16.91 AmphastarPharm AMPH ... 40 28.77 +2.56 ... 805.62 579.96 Atrion ATRI 1.1 40 705.75 +46.65 1.95 26.80 20.32 CB FinSvcs CBFV 3.8 12 25.35 –1.24 .24
59.09 12.02 AdaptiveBiotech ADPT ... dd 14.26 +0.76 ... 15.42 7.81 AmrytPharma AMYT ... dd 8.13 –0.90 ... 543.85 338.79 Bio-Techne TECH .3 82 422.69 +21.68 .32 33.29 24.72 CBTX CBTX 1.7 21 30.43 +0.12 .13
113.35 68.57 AddusHomeCare ADUS ... 34 84.84 +13.00 ... 50.48 31.25 AuburnNatlBncp AUBN 3.3 14 32.20 –0.45 .265 76.63 6.09 BioAtla BCAB ... dd 6.64 –0.11 ...
15.78 7.81 AmtechSystems ASYS ... 85 10.49 +0.61 ... 37.35 25.90 AudioCodes AUDC 1.2 29 28.74 +0.84 .18 55.15 38.53 CDK Global CDK 1.3 5 45.94 +3.70 .15
18.49 6.25 AdicetBio ACET ... dd 13.74 +0.12 ... 31.99 16.00 AmylyxPharm AMLX ... ... 30.98 +4.49 ... 17.94 7.25 BioceresCrop BIOX ... cc 11.30 –0.97 ... 208.71 148.91 CDW CDW 1.1 25 177.53 –4.23 .50
699.54 416.81 Adobe ADBE ... 46 465.54 +22.98 ... 26.16 13.50 AuraBiosciences AURA ... dd 18.21 +0.31 ... 19.99 9.23 BioCryst BCRX ... dd 17.06 –1.68 ...
23.42 3.65 Amyris AMRS ... dd 4.61 +0.10 ... 33.97 9.72 AuriniaPharm AUPH ... dd 16.24 –1.20 ... 65.51 32.45 CEVA CEVA ... cc 40.43 +0.29 ...
24.76 15.28 Adtran ADTN 1.7 dd 20.65 –0.05 .09 191.95 142.25 AnalogDevices ADI 1.9 51 162.12 +1.76 .76 5.58 2.50 BioDeliverySci BDSI ... 19 5.55 –0.01 ... 10.16 9.95 CFAcqnCorp.VII CFFSU ... ... 10.04 –0.02 ...
8.41 4.60 AdvEmissions ADES ... 2 6.14 –0.20 ... 12.08 3.47 AuroraCannabis ACB ... dd 3.77 –0.36 ... 25.49 2.27 Biodesix BDSX ... dd 2.49 –0.68 ...
37.89 17.72 AnaptysBio ANAB ... cc 31.43 +1.43 ... 17.77 3.94 AuroraInnov AUR ... dd 5.31 +0.04 ... 10.00 9.80 CFAcqnVII A CFFS ... ... 9.86 –0.14 ...
122.36 77.79 AdvEnergyInds AEIS .5 25 88.03 +1.70 .10 31.50 9.28 AnavexLifeSci AVXL ... dd 10.74 –0.65 ... 468.55 200.36 Biogen BIIB ... 20 207.38 –2.41 ... 51.21 19.83 C4 Therap CCCC ... dd 22.76 +1.81 ...
164.46 72.50 AdvMicroDevices AMD ... 47 121.06 +7.23 ... 6.20 0.72 AuroraInnovWt AUROW ... ... 1.30 –0.02 ... 94.20 71.59 BioMarinPharm BMRN ... dd 78.00 –6.86 ...
44.40 25.07 Andersons ANDE 1.6 14 43.88 +4.76 .18 6.66 0.75 AuroraMobile JG ... dd 1.15 +0.08 ... 112.15 84.67 CH Robinson CHRW 2.3 15 96.79 +4.81 .55
13.22 6.22 AdvantageSolns ADV ... dd 7.76 –0.07 ... 33.13 8.07 Anghami ANGH ... dd 17.70 +1.36 ... 22.22 5.65 BiomeaFusion BMEA ... dd 6.88 +0.65 ... 10.71 9.99 CIIGCapitalPtrsII CIIGU ... ... 10.02 –0.02 ...
3.60 1.48 AdvantageSolnsWt ADVWW ... ... 2.06 –0.08 ... 10.05 9.97 AuroraTech ATAKU ... ... 10.00 –0.02 ... 22.00 8.89 Bionomics BNOX ... dd 9.70 –0.60 ...
1.40 0.25 AnghamiWt ANGHW ... ... .77 –0.03 ... 344.39 199.63 Autodesk ADSK ... 37 219.62 +2.78 ... 10.38 9.75 CIIGCapPtrsII CIIG ... ... 9.83 –0.02 ...
13.46 1.27 AdverumBiotech ADVM ... dd 1.39 +0.02 ... 17.75 6.10 Angi ANGI ... dd 6.94 +0.32 ... 464.00 90.29 BioNTech BNTX ... 4 150.62 –6.32 ... 1.00 0.37 CIIGCapPtrsIIWt CIIGW ... ... .38 –0.05 ...
8.79 2.66 AegleaBioTherap AGLE ... dd 2.87 –0.17 ... 8.23 3.55 AutolusTherap AUTL ... dd 3.91 –0.41 ... 9.99 9.78 BioPlusAcqnA BIOS ... ... 9.85 +0.02 ...
32.00 19.83 AngioDynamics ANGO ... dd 23.21 +2.05 ... 248.96 169.93 ADP ADP 2.0 32 204.36 +3.91 1.04 13.82 6.50 CimComm CMCT 3.8 dd 7.80 +0.30 .075
27.44 7.88 Aemetis AMTX ... dd 11.69 +1.90 ... 23.24 1.87 AngionBiomed ANGN ... dd 2.06 –0.10 ... 10.07 9.93 BioPlusAcqnUn BIOSU ... ... 9.93 –0.05 ... 7.30 1.72 CLPS CLPS ... 5 2.08 –0.07 ...
21.30 5.46 AeriePharm AERI ... dd 7.64 +1.64 ... 11.59 4.93 AvadelPharm AVDL ... dd 7.91 +0.48 ... 0.34 0.18 BioPlusAcqnWt BIOSW ... ... .24 –0.04 ...
48.37 29.15 AnikaTherap ANIK ... dd 32.13 +1.68 ... 9.94 9.83 AvalonAcqn AVAC ... ... 9.90 ... ... 198.61 119.19 CMC Materials CCMP 1.0 dd 186.50 +1.32 .46
29.43 7.74 AerovateTherap AVTE ... ... 9.50 +0.86 ... 35.99 5.04 Annexon ANNX ... dd 5.14 –1.00 ... 19.94 10.74 Bioventus BVS ... 27 12.87 +0.71 ... 256.94 185.79 CME Group CME 1.7 33 239.41 +2.79 1.00
128.98 52.03 AeroVironment AVAV ... dd 62.27 +2.81 ... 0.47 0.22 AvalonAcqnWt AVACW ... ... .27 –0.03 ... 2.75
12.09 0.65 AnPacBioMed ANPC ... dd .69 –0.06 ... 13.00 4.52 AveannaHealth AVAH ... ... 5.24 +0.33 ...
9.36 Bitfarms BITF ... dd 3.29 –0.16 ... 28.59 22.08 CNB FinPA CCNE 2.6 8 26.44 –0.07 .175
10.07 9.95 AestherHlthcrA AEHA ... ... 10.04 +0.02 ... 10.15 10.02 AnthemisDigital I ADALU ... ... 10.06 –0.02 ... 29.25 3.16 BlackDiamond BDTX ... dd 3.46 –0.26 ... 51.66 10.50 CompassPath CMPS ... dd 13.68 +0.32 ...
0.54 0.23 AestherHlthcrWt AEHAW ... ... .28 –0.04 ... 13.70 4.91 AvePoint AVPT ... dd 5.49 –0.25 ... 86.96 53.81 Blackbaud BLKB ... cc 62.02 –0.33 ...
10.00 6.97 AnthemisDigA ADAL ... ... 9.87 ... ... 3.89 0.74 AvePointWt AVPTW ... ... .91 –0.09 ... 38.92 9.43 CPI Card PMTS ... 7 13.60 –0.19 ...
11.24 1.95 AestheticMed AIH ... dd 2.94 +0.22 ... 0.60 0.39 AnthemisDigI Wt ADALW ... ... .43 –0.01 ... 135.00 65.15 BlackLine BL ... dd 72.20 +0.08 ... 116.71 54.87 CRA Intl CRAI 1.4 17 88.32 +0.75 .31
10.12 9.86 AetheriumAcqn GMFIU ... ... 9.98 –0.03 ... 43.76 23.83 AviatNetworks AVNW ... 5 27.42 –1.47 ...
73.00 27.50 ApellisPharm APLS ... dd 42.53 –0.20 ... 40.48 17.79 AvidTechnology AVID ... 44 31.76 +1.15 ...
4.47 3.15 BlackRockCapInvt BKCC 9.8 dd 4.07 –0.06 .10 169.76 50.54 CRISPR Therap CRSP ... 14 59.73 +1.44 ...
0.25 0.14 AetheriumWt GMFIW ... ... .14 ... ... 50.45 33.88 ApogeeEnt APOG 1.9 dd 45.53 –0.02 .22 15.07 12.53 BlkRkTCPCap TCPC 8.8 5 13.71 +0.07 .30 61.90 42.58 CSG Systems CSGS 1.7 27 61.63 +2.78 .265
11.74 3.59 Affimed AFMD ... dd 4.59 +0.37 ... 29.59 13.39 AvidityBio RNA ... dd 16.36 +1.43 ...
10.39 4.52 ApolloEnd APEN ... dd 5.63 +0.18 ... 27.44 8.15 AvidXchange AVDX ... dd 9.57 –0.26 ...
9.70 9.61 bleuacaciaA BLEU ... ... 9.67 +0.01 ... 2.31 1.11 CSI Compressco CCLP 2.9 dd 1.36 –0.06 .01
176.65 32.29 AffirmHldgs AFRM ... dd 39.19 +1.86 ... 15.27 11.75 ApolloInv AINV 9.1 7 13.56 +0.01 .05 0.25 0.12 bleuacaciaRt BLEUR ... ... .12 –0.02 ... 11.94 6.61 CSP CSPI ... dd 8.90 +1.21 ...
545.11 53.09 AvisBudget CAR ... 9 180.01 +19.56 ...
28.23 11.75 Afya AFYA ... 29 13.56 –0.08 ... 169.92 103.63 AppFolio APPF ... cc 112.98 –0.39 ... 45.43 35.71 Avnet AVT 2.5 9 42.19 +0.91 .26
10.11 9.92 bleuacaciaUn BLEUU ... ... 9.99 ... ... 145.50 107.14 CSW Industrials CSWI .5 33 117.82 +3.31 .15
64.09 33.63 Agilysys AGYS ... dd 41.13 +2.07 ... 33.50 2.62 AppHarvest APPH ... dd 3.53 +0.52 ... 0.50 0.14 bleuacaciaWt BLEUW ... ... .29 –0.09 ... 38.01 29.05 CSX CSX 1.2 20 34.31 –0.35 .10
26.61 4.80 2.65 Aware AWRE ... dd 3.35 –0.14 ...
62.16 AgiosPharm AGIO ... dd 30.79 +1.37 ... 14.15 0.30 AppHarvestWt APPHW ... ... .40 +0.04 ... 77.60 33.36 AxcelisTechs ACLS ... 24 69.44 +1.89 ...
0.83 0.36 BlockchainCoinWt BCSAW ... ... .52 ... ... 25.00 18.72 CVB Fin CVBF 3.0 15 23.63 –0.33 .18
73.00 8.69 Agora API ... dd 11.25 +2.31 ... 189.50 46.85 Appian APPN ... dd 58.72 +3.07 ... 6.26 1.44 AxcellaHealth AXLA ... dd 1.81 +0.11 ...
10.40 10.03 BlockchainCoinI BCSAU ... ... 10.12 +0.01 ... 14.95 2.09 CabalettaBio CABA ... dd 2.18 –0.25 ...
2.59 1.64 AgroFresh AGFS ... dd 2.01 +0.02 ... 182.94 116.21 Apple AAPL .5 27 164.85 –2.45 .22 10.58 4.09 BlockchainCoinIA BCSA ... ... 9.85 –0.01 ... 10.61 8.96 CactusAcqn1 CCTSU ... ... 10.06 –0.04 ...
10.10 9.91 AhrenAcqn AHRNU ... ... 10.00 +0.01 ... 209.00 117.05 AxonEnterprise AXON ... dd 134.14 +5.67 ... 11.33 9.90 BlockchainMoon BMAQU ... ... 10.21 –0.06 ...
6.41 1.40 AppliedGenetic AGTC ... dd 1.95 –0.21 ... 79.81 42.37 Axonics AXNX ... dd 57.08 +8.23 ... 10.76 9.81 CactusAcqn1 A CCTS ... ... 9.85 –0.04 ...
9.88 9.76 AhrenAcqnA AHRN ... ... 9.86 –0.02 ... 167.06 105.50 ApplMaterials AMAT .7 19 135.72 +2.37 .24 74.10 19.38 AxsomeTherap AXSM ... dd 28.19 –1.38 ...
9.90 9.70 BlockchainMoonA BMAQ ... ... 9.82 ... ... 0.74 0.44 CactusAcqn1 Wt CCTSW ... ... .45 ... ...
0.40 0.25 AhrenAcqnWt AHRNW ... ... .30 –0.01 ... 78.22 5.65 AppliedMolecular AMTI ... dd 6.69 –0.01 ... 18.17 3.55 AyalaPharm AYLA ... dd 3.86 –0.69 ...
0.41 0.21 BlockchainMoonRt BMAQR ... ... .22 –0.03 ... 192.70 118.11 CadenceDesign CDNS ... 61 152.93 +17.98 ...
43.05 20.00 AirT AIRT ... 87 27.67 +1.67 ... 10.72 3.40 AppliedOptoelec AAOI ... dd 3.45 –0.92 ... 0.68 0.18 BlockchainMoonWt BMAQW ... ... .22 –0.02 ... 119.81 68.00 CaesarsEnt CZR ... dd 84.69 +5.41 ...
124.79 70.17 Azenta AZTA .5 52 88.52 +2.21 .10 .14
31.48 21.42 AirTransport ATSG ... 14 29.22 +1.46 ... 25.59 1.86 AppliedTherap APLT ... dd 1.99 –0.22 ... 16.25 4.10 AziyoBiologics AZYO ... dd 7.17 +0.07 ...
32.81 17.29 BloominBrands BLMN .0 12 24.97 +0.78 19.80 10.20 Caesarstone CSTE 3.3 22 12.03 –0.16 .10
215.49 129.71 Airbnb ABNB ... dd 155.09 –19.81 ... 116.09 49.41 Applovin APP ... cc 57.20 –6.57 ... 20.60 14.21 Blucora BCOR ... cc 19.48 –0.05 ... 44.96 33.85 Cal-MaineFoods CALM .3 dd 44.16 +1.45 .034
18.48 9.83 AirSculptTech AIRS ... ... 14.09 +0.93 ... 7.80 1.46 ApreaTherap APRE ... dd 1.74 –0.03 ... 28.90 13.79 BlueBird BLBD ... dd 21.09 +0.47 ... 14.51 4.99 CalAmp CAMP ... dd 6.95 +0.15 ...
120.68 92.64 AkamaiTech AKAM ... 27 105.33 +5.00 ... 40.00 20.07 Apria APR ... 18 37.35 +0.10 ... B 15.47 12.32 BlueFoundryBncp BLFY ... dd 13.95 –0.38 ... 85.40 33.25 CalavoGrowers CVGW 2.7 dd 42.26 +0.92 1.15
4.33 1.71 AkebiaTherap AKBA ... dd 2.19 +0.38 ... 4.73 2.06 Aptinyx APTX ... dd 3.15 –0.47 ... 10.10 9.93 BlueOceanAcqn BOCNU ... ... 9.93 –0.05 ... 24.00 15.40 CaliforniaBncp CALB ... 14 22.78 +0.47 ...
34.87 15.70 AkeroTherap AKRO ... dd 18.00 +0.26 ... 3.54 1.19 Aptorum APM ... dd 1.45 –0.31 ... 19.75 5.77 BBQ Holdings BBQ ... 8 15.00 –0.29 ... 9.89 9.81 BlueOceanA BOCN ... ... 9.81 ... ... 3.00 0.39 CalitheraBiosci CALA ... dd .52 +0.04 ...
22.70 4.91 Akouos AKUS ... dd 5.49 +0.21 ... 0.40 0.23 APxAcqnI Wt APXIW ... ... .23 –0.07 ... 19.20 12.89 BCB Bancorp BCBP 3.5 10 18.43 –0.15 .16 0.31 0.20 BlueOceanWt BOCNW ... ... .23 –0.05 ... 33.19 14.22 CalliditasTherap CALT ... dd 18.50 –0.62 ...
28.96 9.58 Akoya AKYA ... dd 11.76 +0.26 ... 10.10 9.77 APxAcqnI APXIU ... ... 10.10 ... ... 9.84 2.60 BELLUS Health BLU ... dd 6.43 –0.57 ... 10.09 9.97 BlueWorldAcqn BWAQU ... ... 10.00 –0.03 ... 17.43 3.64 CalumetSpecialty CLMT ... dd 14.68 –0.35 ...
22.39 1.23 AksoHealth AHG ... dd 1.48 –0.01 ... 9.97 9.80 APxAcqnI A APXI ... ... 9.89 ... ... 6.52 3.91 BGC Partners BGCP .9 14 4.65 –0.05 .01 23.04 5.51 bluebirdbio BLUE ... dd 6.17 +0.04 ... 10.42 1.05 Calyxt CLXT ... dd 1.12 –0.08 ...
95.83 60.70 Alarm.com ALRM ... 57 65.23 –3.61 ... 17.50 8.65 ApyxMedical APYX ... dd 10.37 +0.45 ... 63.42 28.23 BJsRestaurants BJRI ... dd 32.16 –1.96 ... 13.42 1.15 BlueCity BLCT ... dd 1.58 –0.04 ... 66.40 18.95 CambiumNtwks CMBM ... 22 28.55 +0.55 ...
5.57 0.76 AlaunosTherap TCRT ... dd .94 +0.11 ... 6.40 2.02 AquestiveTherap AQST ... dd 2.78 +0.34 ... 120.20 77.65 BOK Fin BOKF 2.1 12 103.13 +1.31 .53 4.26 2.13 BlueknightEner BKEP 5.1 2 3.35 –0.20 .0425 52.16 40.50 CamdenNational CAC 3.3 10 48.17 +0.51 .40
43.32 13.74 Alector ALEC ... dd 16.00 –0.36 ... 9.95 1.92 Aravive ARAV ... dd 2.17 +0.02 ... 45.36 22.00 BRP Group BRP ... dd 28.18 +1.96 ... 117.86 60.53 BlueprintMed BPMC ... dd 62.18 –4.51 ... 49.60 24.01 Camtek CAMT ... 25 33.50 –0.83 ...
13.65 8.00 AlgomaSteel ASTL 2.2 ... 9.00 +0.18 .0395 0.60 0.15 ArborRaphaCapBioI ARCKW ... ... .25 –0.04 ... 102.96 66.67 BRP DOOO .6 9 71.51 –2.21 .102 43.07 2.85 BoltBiotherap BOLT ... dd 3.59 +0.51 ... 39.10 3.50 Canaan CAN ... 9 4.99 –0.74 ...
4.13 0.42 AlgomaSteelWt ASTLW ... ... 2.10 +0.03 ... 10.42 9.98 ArborRaphaI ARCKU ... ... 10.12 +0.05 ... 91.24 51.79 B RileyFin RILY 6.6 4 60.43 –4.26 1.00 2715.66 2053.57 BookingHldgs BKNG ... 81 2281.46 –334.95 ... 51.00 23.25 CanadianSolar CSIQ ... 26 29.84 +1.46 ...
39.05 28.54 Alico ALCO 6.0 6 33.15 +0.65 .50 10.54 9.84 ArborRaphaCapBioI ARCK ... ... 10.54 +0.56 ... 18.48 5.28 BTRS BTRS ... dd 6.09 +0.45 ... 56.80 36.05 Bottomline EPAY ... dd 56.71 +0.18 ... 14.78 3.50 CandelTherap CADL ... dd 4.45 +0.24 ...
737.45 432.09 AlignTech ALGN ... 53 512.56 +13.91 ... 6.50 2.38 ArbutusBiopharma ABUS ... dd 3.26 +0.23 ... 36.50 8.75 Backblaze BLZE ... dd 10.66 +0.77 ... 22.82 12.60 BowmanConsult BWMN ... dd 17.67 +0.84 ... 10.66 10.06 CannaGlblAcqn CNGLU ... ... 10.10 ... ...
Nasdaq Issues
9.94 9.78 Canna-GlobalA CNGL ... ... 9.92 ... ... 23.85 16.75 CodorusValleyBncp CVLY 2.7 15 22.02 –0.10 .15 47.05 25.84 DISH Network DISH ... 8 32.80 +3.84 ... 102.00 40.37 EnantaPharma ENTA ... dd 70.44 +6.05 ... 42.89 31.90 FirstBancshares FBMS 1.9 12 35.81 –0.55 .17
0.34 0.14 Canna-GlobalWt CNGLW ... ... .20 ... ... 11.06 5.58 CogentBio COGT ... dd 6.01 –0.05 ... 70.00 31.73 DMC Global BOOM ... cc 31.97 –3.23 ... 72.67 31.82 EncoreCapital ECPG ... 6 66.84 –4.81 ... 15.90 10.52 FirstBank FRBA 1.6 8 14.67 +0.12 .06
16.68 4.90 Canoo GOEV ... dd 5.75 +0.06 ... 80.50 56.80 CogentComm CCOI 5.1 cc 64.00 +0.59 .855 15.23 1.58 D-MarketElec HEPS ... dd 1.87 –0.15 ... 151.64 64.89 EncoreWire WIRE .1 5 121.72 +9.18 .02 29.73 21.00 FirstBusey BUSE 3.3 13 27.68 +0.05 .23
6.05 1.13 CanooWt GOEVW ... ... 1.31 –0.14 ... 92.17 61.51 Cognex CGNX .4 43 66.70 +0.98 .065 0.60 0.38 DPCapAcqnIWt DPCSW ... ... .47 +0.09 ... 9.14 1.94 EndoIntl ENDP ... 11 3.25 +0.17 ... 34.22 22.06 FirstBusFinSvcs FBIZ 2.4 8 33.31 –0.01 .1975
37.08 6.42 CanopyGrowth CGC ... dd 7.16 –0.54 ... 13.80 2.70 CognitionTherap CGTX ... dd 2.90 –0.39 ... 10.15 9.73 DPCapAcqnIA DPCS ... ... 9.90 ... ... 9.96 9.87 EnergemA ENCP ... ... 9.94 +0.01 ... 947.71 707.75 FirstCitizBcshA FCNCA .2 14 781.99 +10.17 .47
13.25 6.69 Cantaloupe CTLP ... dd 7.74 +0.22 ... 92.44 66.19 CognizantTech CTSH 1.2 22 88.04 +1.68 .27 10.01 9.95 DuetAcqn DUETU ... ... 9.99 –0.01 ... 0.35 0.17 EnergemWt ENCPW ... ... .19 –0.01 ... 36.73 25.48 FstCmntyBcsh FCBC 3.6 10 29.75 +0.25 .27
24.05 13.21 CanterburyPark CPHC .0 18 19.90 –1.90 .07 33.37 9.30 CognyteSoftware CGNT ... cc 10.85 +0.47 ... 36.26 23.33 DXP Ents DXPE ... 43 28.44 –0.43 ... 24.99 15.26 EnergyRecovery ERII ... 90 19.23 –0.35 ... 4.89 3.50 FirstEagleAltCap FCRD 9.0 7 4.43 –0.05 .10
28.16 15.62 CapitalBancorp CBNK .8 9 24.68 +0.30 .05 270.99 221.82 Coherent COHR ... dd 264.86 –1.15 ... 38.28 8.12 DadaNexus DADA ... dd 9.63 –0.25 ... 12.16 2.69 EnjoyTech ENJY ... dd 3.70 +0.80 ... 26.83 21.25 FirstFinBncpOH FFBC 3.7 12 25.04 –0.31 .23
29.00 22.02 CapitalCityBank CCBG 2.3 14 28.27 +0.50 .16 19.32 10.53 CoherusBioSci CHRS ... dd 11.73 –0.59 ... 7.23 4.42 Daktronics DAKT ... 35 4.63 –0.02 ... 1.97 0.17 EnjoyTechWt ENJYW ... ... .25 +0.02 ... 55.00 43.03 FirstFinBkshs FFIN 1.3 30 47.98 +0.71 .15
17.00 9.54 CapitalProduct CPLP 3.9 3 15.35 +0.51 .15 50.70 28.87 Cohu COHU ... 9 31.64 –0.27 ... 11.60 6.27 DallasNews DALN 9.9 dd 6.46 –0.04 .16 39.48 11.65 Enovix ENVX ... dd 15.85 +1.37 ... 47.10 37.70 FirstFinIN THFF 2.3 12 46.82 +0.16 .10
28.41 20.70 CapitalSouthwest CSWC 7.4 16 24.48 –0.37 .48 429.54 155.92 CoinbaseGlbl COIN ... 15 176.83 –12.33 ... 199.68 69.73 Datadog DDOG ... dd 161.41 +2.39 ... 282.46 108.88 EnphaseEnergy ENPH ... cc 153.73 +13.38 ... 17.58 13.13 FirstFinNW FFNW 2.8 13 17.05 +0.05 .12
10.00 9.80 CapitalworksEMA CMCA ... ... 9.91 +0.04 ... 26.40 17.18 CollegiumPharm COLL ... 7 19.36 –2.39 ... 51.73 29.83 Dave&Buster's PLAY ... 88 43.16 +0.73 ... 98.66 68.29 EnsignGroup ENSG .3 24 82.19 +2.40 .055 29.41 20.30 FirstFoundation FFWM 1.7 11 26.55 –0.18 .11
10.20 9.90 CapitalworksEMAcqn CMCAU ... ... 10.07 +0.07 ... 158.42 98.23 ColliersIntl CIGI .2 dd 139.73 –8.46 .15 15.35 4.45 Dave DAVE ... ... 4.80 –0.43 ... 286.28 212.59 EnstarGroup ESGR ... 5 286.19 +8.96 ... 23.06 15.01 FirstGuarBcshs FGBI 3.0 10 21.53 +0.66 .16
0.40 0.25 CapitalworksEM Wt CMCAW ... ... .33 ... ... 23.49 8.76 Collplant CLGN ... dd 10.56 –1.21 ... 2.12 0.49 DaveWt DAVEW ... ... .67 +0.05 ... 3.88 1.40 EntasisTherap ETTX ... dd 1.80 –0.01 ... 31.16 24.75 FirstHawaiian FHB 3.6 14 29.12 –0.06 .26
14.38 10.55 CapitolFedFin CFFN 3.1 19 11.03 –0.11 .085 19.59 13.78 ColonyBankcorp CBAN 2.3 11 18.44 +0.12 .1075 5.88 2.40 DAVIDsTEA DTEA ... 2 3.02 –0.33 ... 158.00 93.50 Entegris ENTG .3 45 133.34 +3.15 .10 53.56 28.05 FirstInternetBncp INBK .5 10 49.18 –1.00 .06
23.00 15.38 CapStarFin CSTR 1.1 10 21.41 +0.27 .06 50.68 30.09 ColumbiaBanking COLB 3.2 13 36.97 +0.67 .30 3.31 1.83 DawsonGeophys DWSN ... dd 2.34 ... ... 46.48 28.81 EnterpriseBncp EBTC 2.0 12 41.07 +1.35 .205 51.24 36.01 FirstInterBanc FIBK 4.1 13 39.79 +1.19 .41
29.65 9.63 CaraTherap CARA ... 22 10.46 +0.25 ... 21.99 16.21 ColumbiaFin CLBK ... 24 21.55 +0.03 ... 28.70 12.70 DayOneBiopharm DAWN ... dd 14.11 +0.40 ... 52.00 42.23 EnterpriseFinSvcs EFSC 1.7 13 49.86 –0.67 .21 50.65 37.67 FirstMerchants FRME 2.6 12 43.79 +0.40 .29
44.57 15.22 CardiovascularSys CSII ... dd 21.18 +2.36 ... 114.98 87.03 ColumbiaSportswr COLM 1.3 18 93.88 –2.50 .30 19.05 3.22 DecibelTherap DBTX ... cc 3.50 +0.04 ... 10.80 10.02 Ent4.0TechAcqn ENTFU ... ... 10.05 –0.02 ... 45.84 35.64 FirstMidBcshs FMBH 2.2 14 40.25 –0.63 .22
149.24 50.56 Cardlytics CDLX ... dd 61.34 +2.98 ... 57.06 41.01 ColumbusMcKinn CMCO .5 45 44.99 +0.83 .06 48.27 7.13 DecipheraPharm DCPH ... dd 8.08 +0.07 ... 0.70 0.38 Ent4.0TechAcqnWt ENTFW ... ... .40 ... ... 23.77 15.94 FirstNWBncp FNWB 1.2 14 23.37 +0.41 .07
10.13 4.86 Carecloud MTBC ... dd 5.13 –0.66 ... 61.80 44.27 Comcast A CMCSA 2.3 15 47.07 +0.43 .27 10.05 9.70 DeepMedicineAcqn DMAQ ... ... 9.88 –0.02 ... 8.88 1.84 EnthusiastGaming EGLX ... dd 2.81 –0.20 ... 123.13 61.24 FirstSolar FSLR ... 17 70.68 +2.11 ...
96.88 34.09 CareDx CDNA ... dd 39.20 +1.07 ... 79.10 61.81 CommerceBcshrs CBSH 1.5 17 71.59 +0.40 .265 0.37 0.15 DeepMedicineAcqnRt DMAQR ... ... .23 –0.01 ... 36.85 7.47 EntradaTherap TRDA ... ... 12.10 –2.85 ... 52.70 41.19 1stSource SRCE 2.5 10 48.75 –0.61 .31
16.00 5.29 CareMax CMAX ... dd 6.38 +0.40 ... 13.61 6.92 CommVehicle CVGI ... 15 7.98 +0.01 ... 50.30 18.15 DefinitiveHlthcr DH ... dd 22.87 +0.89 ... 9.93 1.01 Epizyme EPZM ... dd 1.48 –0.06 ... 24.50 16.26 FirstUnited FUNC 2.6 8 23.30 +0.22 .15
7.15 0.84 CareMaxWt CMAXW ... ... 1.00 –0.27 ... 22.18 8.43 CommScope COMM ... dd 10.00 –0.35 ... 79.70 30.25 DenaliTherap DNLI ... cc 33.03 +0.45 ... 69.74 42.00 ePlus PLUS ... 13 47.07 +0.58 ... 25.46 13.06 FirstWatchRest FWRG ... ... 14.79 –0.65 ...
24.89 16.86 CareTrustREIT CTRE 6.0 24 17.79 –0.18 .265 11.45 1.92 CommsSystems JCS .0 5 2.05 –0.48 3.50 69.54 48.13 DentsplySirona XRAY .7 31 58.69 +3.60 .11 6.80 3.51 EpsilonEnergy EPSN ... 28 5.88 +0.10 ... 34.20 18.21 FirstWesternFin MYFW ... 13 33.28 +0.08 ...
47.18 22.63 CarGurus CARG ... 53 46.44 +12.00 ... 47.53 38.20 CmntyTrBcp CTBI 3.8 9 42.58 –0.90 .40 91.39 56.78 Descartes DSGX ... 72 70.45 +1.30 ... 11.10 2.63 EQRx EQRX ... ... 3.03 +0.02 ... 97.04 61.08 FirstCash FCFS 1.7 23 72.46 –3.96 .30
32.65 8.70 CaribouBio CRBU ... dd 9.87 –0.13 ... 14.62 9.70 CommWestBcshs CWBC 2.0 9 13.80 +0.06 .07 50.50 10.37 DesignTherap DSGN ... dd 13.53 –0.28 ... 10.89 0.54 EQRxWt EQRXW ... ... .64 –0.02 ... 6.83 3.36 FirsthandTechVal SVVC ... 7 3.55 –0.08 ...
10.26 1.57 CarLotz LOTZ ... dd 1.99 +0.05 ... 84.22 58.88 CommVaultSys CVLT ... 95 63.25 +0.37 ... 8.99 0.64 DestinationXL DXLG ... 7 4.32 +0.04 ... 8.70 3.35 Equillium EQ ... dd 3.98 +0.31 ... 202.78 134.35 FirstService FSV .6 48 145.00 +6.93 .2025
2.90 0.26 CarLotzWt LOTZW ... ... .45 +0.05 ... 9.74 9.59 CompassDigitalAcqn CDAQ ... ... 9.63 +0.01 ... 5.60 3.40 Deswell DSWL 5.3 6 3.79 –0.01 .10 885.26 586.73 Equinix EQIX 1.7 cc 715.74 +22.80 3.10 127.34 89.91 Fiserv FISV ... 49 98.05 +3.92 ...
60.62 33.43 Carlyle CG 2.1 6 47.14 +1.43 .25 0.95 0.49 CompassDigitalWt CDAQW ... ... .50 ... ... 659.45 318.45 DexCom DXCM ... cc 411.34 +30.10 ... 36.00 26.00 EquityBcshs EQBK 1.0 9 31.65 –0.82 .08 237.86 147.14 FiveBelow FIVE ... 36 166.56 +0.26 ...
20.74 7.10 CarParts.com PRTS ... dd 8.16 +0.18 ... 10.69 5.77 CompoSecure CMPO ... dd 6.96 +0.28 ... 234.84 138.69 DiamondHillInvt DHIL 2.2 8 182.21 +5.46 19.00 24.47 10.47 Erasca ERAS ... dd 12.15 +0.62 ... 211.68 90.01 Five9 FIVN ... dd 106.93 –8.16 ...
8.09 2.25 CarrolsRestr TAST .0 dd 2.64 –0.14 .41 2.50 0.61 CompoSecureWt CMPOW ... ... 1.32 –0.03 ... 136.55 65.27 DiamondbkEner FANG 1.8 11 133.27 +1.80 .60 251.00 168.87 ErieIndemnity A ERIE 2.5 31 177.51 –4.30 1.11 33.98 21.91 FiveStarBncp FSBC 2.0 10 30.33 –0.28 .15
16.82 10.02 CarterBkshrs CARE ... 14 16.70 +0.36 ... 10.26 2.54 Compugen CGEN ... dd 3.02 +0.14 ... 25.63 16.33 DigiIntl DGII ... 59 20.10 –0.04 ... 9.50 1.59 ErytechPharma ERYP ... dd 1.66 –0.21 ... 19.50 15.46 Flex FLEX ... 8 16.76 –0.30 ...
10.13 10.00 CarticaAcqn CITEU ... ... 10.06 +0.01 ... 37.62 26.11 ComputerPrograms CPSI ... 24 29.81 –0.03 ... 53.74 22.11 Digimarc DMRC ... dd 29.46 –0.13 ... 25.72 12.89 Escalade ESCA 4.5 8 13.36 –0.09 .15 51.13 20.77 Flexsteel FLXS 2.6 23 22.75 –0.26 .15
... ... CarticaAcqnA CITE ... ... 9.80 ... ... 11.68 6.77 ComputerTask CTG ... 10 9.02 +0.36 ... 11.19 10.09 DigitalHealth DHACU ... ... 10.40 +0.23 ... 32.00 3.28 EsperionTherap ESPR ... dd 4.19 +0.35 ... 39.40 10.24 FluenceEnergy FLNC ... ... 12.07 –0.09 ...
... ... CarticaAcqnWt CITEW ... ... .25 ... ... 5.25 2.24 comScore SCOR ... dd 2.59 –0.02 ... 9.98 9.81 DigitalHealth DHAC ... ... 9.93 –0.03 ... 8.93 3.01 EtonPharm ETON ... dd 3.70 –0.07 ... 8.33 1.19 Fluent FLNT ... dd 1.34 –0.05 ...
10.57 3.68 CasaSystems CASA ... 14 4.10 –0.04 ... 30.40 18.00 ComtechTel CMTL 2.1 cc 19.51 –1.00 .10 0.45 0.19 DigitalHlthWt DHACW ... ... .22 –0.01 ... 307.75 109.38 Etsy ETSY ... 44 148.94 +21.64 ... 7.51 2.67 Fluidigm FLDM ... dd 3.84 +0.22 ...
11.61 9.77 CascadiaAcqn CCAIU ... ... 9.85 –0.01 ... 208.48 111.11 Concentrix CNXC .5 26 198.56 +1.36 .25 143.53 9.98 DigitalWorldAcqn DWACU ... ... 103.27 +6.65 ... 167.71 101.18 EuronetWorldwide EEFT ... cc 133.44 –0.98 ... 25.95 19.79 FlushingFin FFIC 3.5 9 23.73 +0.01 .21
9.95 9.63 CascadiaAcqnA CCAI ... ... 9.71 +0.02 ... 6.99 2.57 ConcertPharm CNCE ... dd 2.99 –0.26 ... 175.00 9.84 DigitalWorldA DWAC ... ... 89.47 +5.15 ... 34.67 18.55 EuropeanWax EWCZ ... cc 24.94 +0.33 ... 57.41 22.81 Flywire FLYW ... dd 27.24 +1.36 ...
0.70 0.21 CascadiaAcqnWt CCAIW ... ... .31 –0.12 ... 8.50 4.12 Conduent CNDT ... dd 5.11 +0.33 ... 79.22 0.40 DigitalWorldWt DWACW ... ... 26.60 +0.01 ... 17.13 2.78 EveloBiosci EVLO ... dd 3.41 –0.08 ... 69.13 40.93 FocusFinPtrs FOCS ... cc 51.30 –0.43 ...
89.84 57.71 CasellaWaste CWST ... 95 75.36 +0.31 ... 94.97 36.01 Confluent CFLT ... dd 41.91 –5.10 ... 38.35 29.07 DimeCommBcshs DCOM 2.8 15 34.23 –0.95 .24 6.22 1.64 Ever-Glory EVK ... 18 1.75 –0.21 ... 10.26 10.00 FocusImpact FIACU ... ... 10.04 –0.01 ...
229.18 176.95 CaseysGenStores CASY .7 24 186.93 +2.25 .35 4.33 2.06 Conifer CNFR ... 7 2.17 –0.06 ... 113.98 68.01 Diodes DIOD ... 18 88.98 –0.49 ... 167.40 27.81 Everbridge EVBG ... dd 30.61 –14.93 ... 10.42 9.68 FocusImpactAcqn FIAC ... ... 9.85 –0.01 ...
48.55 38.10 CassInfoSys CASS 2.7 20 40.88 –0.89 .28 29.27 3.31 ConnectBiopharma CNTB ... ... 3.76 –0.75 ... 150.72 27.19 DiscoveryB DISCB ... 19 28.61 –2.89 ... 23.41 10.38 EverCommerce EVCM ... dd 11.77 +0.61 ... 0.58 0.39 FocusImpactAcqnWt FIACW ... ... .43 –0.01 ...
84.11 31.46 CastleBiosci CSTL ... dd 44.69 +4.91 ... 37.00 22.84 ConnectOneBncp CNOB 1.6 10 33.41 –0.40 .13 78.14 21.66 DiscoveryA DISCA ... 19 28.24 –1.62 ... 10.09 9.97 Evergreen EVGRU ... ... 10.09 +0.09 ... 25.25 4.25 FocusUniversal FCUV ... dd 9.31 –2.47 ...
48.88 35.51 CathayGenBncp CATY 2.9 12 47.19 –0.88 .34 31.48 13.05 Conn's CONN ... 5 19.04 –2.39 ... 66.70 20.86 DiscoveryC DISCK ... 19 28.15 –1.59 ... 50.64 11.73 EverQuote EVER ... dd 13.98 –2.70 ... 24.34 8.01 FoghornTherap FHTX ... dd 9.79 –0.73 ...
327.24 196.46 CavcoIndustries CVCO ... 15 276.76 –13.48 ... 69.31 34.81 ConsensusCloud CCSI ... ... 54.77 –1.19 ... 18.61 8.97 Diversey DSEY ... dd 9.84 –0.19 ... 14.36 4.70 EverspinTech MRAM ... dd 10.10 –0.35 ... 10.17 9.95 ForbionEuro FRBNU ... ... 10.03 +0.02 ...
9.47 5.18 CECO Env CECE ... 99 5.54 –0.11 ... 10.05 9.96 ConsiliumAcqnI CSLMU ... ... 9.97 –0.03 ... 5.58 2.35 DiversifiedHlthcr DHC 1.3 4 2.99 –0.15 .01 19.59 7.00 EVgo EVGO ... dd 9.62 –0.38 ... 10.00 9.86 ForbionEuroA FRBN ... ... 9.92 +0.04 ...
13.24 5.07 CellebriteDI CLBT ... 35 7.49 +0.39 ... 9.89 5.16 ConsldComm CNSL ... dd 7.22 +0.01 ... 6.98 2.26 DixieGroup DXYN ... 6 3.96 –0.35 ... 8.33 1.46 EVgoWt EVGOW ... ... 2.28 –0.32 ... 0.45 0.40 ForbionEuroWt FRBNW ... ... .40 –0.02 ...
3.09 0.90 CellebriteDIWt CLBTW ... ... 1.48 ... ... 15.37 9.01 ConsldWater CWCO 3.6 cc 9.53 –0.15 .085 73.43 23.21 dLocal DLO ... ... 30.68 –0.87 ... 6.38 1.01 Evogene EVGN ... dd 1.12 –0.08 ... 41.00 9.15 FormaTherap FMTX ... dd 10.36 –0.26 ...
24.02 4.10 Cellectis CLLS ... dd 4.40 –0.36 ... 56.57 38.00 ConstellationEner CEG 1.3 ... 43.91 –1.50 .141 17.38 5.06 Evolus EOLS ... dd 9.24 +0.51 ...
92.75 37.21 Docebo DCBO ... dd 51.27 +1.69 ... 51.37 32.69 FormFactor FORM ... 39 41.21 –0.81 ...
7.92 2.79 CelyadOncology CYAD ... dd 3.22 –0.15 ... 44.99 22.31 ConstructionPtrs ROAD ... 80 27.40 +0.35 ... 314.76 100.00 DocuSign DOCU ... dd 115.07 +4.79 ... 26.57 13.51 Evotec EVO ... 4 14.56 +0.09 ... 142.00 79.25 FormulaSys FORTY 1.0 31 101.67 –9.58 .7812
26.90 8.47 CentessaPharm CNTA ... ... 9.27 +0.14 ... 14.77 3.80 ConsumerPtfo CPSS ... 7 12.00 +0.26 ... 8.98 1.30 Dogness DOGZ ... 47 2.58 –1.69 ... 140.85 65.20 ExactSciences EXAS ... dd 78.32 +4.19 ... 60.90 39.64 ForresterRes FORR ... 40 51.74 –1.05 ...
13.13 3.55 Centogene CNTG ... dd 3.87 –0.10 ... 20.50 1.83 ContextLogic WISH ... dd 2.27 +0.10 ... 149.37 84.26 DollarTree DLTR ... 24 140.69 –2.15 ... 24.67 7.42 Exagen XGN ... dd 7.74 –0.81 ... 24.01 22.60 Forterra FRTA ... 14 23.54 –0.08 ...
62.91 43.01 CentralGarden CENT ... 17 47.06 –0.17 ... 161.12 101.92 Copart CPRT ... 28 124.69 +2.37 ... 98.35 36.07 Domo DOMO ... dd 44.10 +1.90 ... 11.03 10.00 ExcelFinAcqn XFINU ... ... 10.07 ... ... 371.77 161.13 Fortinet FTNT ... 90 324.97 +20.12 ...
55.82 39.30 CentralGardenA CENTA ... 16 43.60 –0.29 ... 14.98 5.82 CoreScientific CORZ ... dd 9.38 +1.12 ... 16.48 13.15 DonegalGroup A DGICA 4.6 17 13.94 –0.30 .16 10.15 9.67 ExcelFinAcqnA XFIN ... ... 9.88 +0.02 ... 10.14 10.03 FortuneRise FRLAU ... ... 10.08 –0.03 ...
23.42 10.39 CenturyAluminum CENX ... dd 22.98 +1.65 ... 4.80 0.96 CoreScientificWt CORZW ... ... 2.64 +0.56 ... 16.36 12.00 DonegalGroup B DGICB 4.3 18 13.28 –0.41 .1425 0.75 0.45 ExcelFinAcqnWt XFINW ... ... .47 ... ... 10.00 9.88 FortuneRiseA FRLA ... ... 9.99 ... ...
32.90 10.96 CenturyTherap IPSC ... ... 13.21 +1.01 ... 15.96 3.65 CorMedix CRMD ... dd 4.02 –0.01 ... 25.77 15.50 Exelixis EXEL ... 28 20.18 +0.62 ...
24.39 13.51 DorchesterMnls DMLP 8.4 16 22.87 +0.91 .6393 0.46 0.14 FortuneRiseWt FRLAW ... ... .29 +0.04 ...
4.65 1.77 Ceragon CRNT ... dd 2.00 +0.02 ... 42.97 17.68 CorsairGaming CRSR ... 23 22.87 +0.24 ... 44.02 27.50 Exelon EXC 3.2 25 42.60 +0.97 .3375
122.96 88.44 DormanProducts DORM ... 23 93.08 –0.27 ... 125.71 80.56 ForwardAir FWRD .9 27 103.47 +3.70 .24
127.80 33.55 Cerence CRNC ... 32 35.80 –2.60 ... 121.98 3.79 Cortexyme CRTX ... dd 4.39 –0.10 ... 146.20 82.81 ExlService EXLS ... 35 119.90 +5.88 ...
213.38 100.60 Corvel CRVL ... 47 157.47 –5.01 ... 18.50 11.76 DoubleDown DDI ... 8 12.76 –0.01 ... 71.90 22.00 eXpWorld EXPI .6 57 26.55 +1.86 .04 20.00 8.85 Fossil FOSL ... cc 14.34 +0.03 ...
93.44 67.96 Cerner CERN 1.2 51 93.41 +1.96 .27 15.72 1.98 DouYuIntl DOYU ... dd 2.17 –0.06 ... 19.47 12.62 FosterLB FSTR ... 27 15.21 +0.01 ...
45.48 20.73 Certara CERT ... dd 24.41 +1.02 ... 9.54 1.56 CorvusPharm CRVS ... 27 1.84 –0.01 ... 217.72 136.77 Expedia EXPE ... dd 199.93 –9.24 ...
101.05 49.00 CoStar CSGP ... 83 61.70 –3.25 ... 74.38 16.56 DraftKings DKNG ... dd 22.20 +4.91 ... 137.80 91.29 ExpeditorsIntl EXPD 1.1 13 105.35 –0.87 .58 10.42 10.00 FounderSPAC FOUNU ... ... 10.24 –0.01 ...
8.06 4.67 Cerus CERS ... dd 5.79 +0.46 ... 36.60 15.25 DreamFinders DFH ... 18 19.30 +0.24 ... 10.09 9.79 FounderSpacA FOUN ... ... 10.03 +0.02 ...
10.15 10.00 ChainBridgeI CBRGU ... ... 10.00 –0.02 ... 571.49 307.00 Costco COST .6 45 517.49 +4.82 .79 51.06 19.53 Expensify EXFY ... cc 21.33 –1.52 ...
52.26 17.43 Couchbase BASE ... dd 20.27 –0.21 ... 34.62 22.26 DrivenBrands DRVN ... cc 29.01 +0.18 ... 127.61 83.49 Exponent EXPO 1.0 49 92.40 +4.37 .24 1.25 0.38 FounderSpacWt FOUNW ... ... .39 –0.09 ...
0.90 0.37 ChainBridgeIWt CBRGW ... ... .40 +0.03 ... 33.00 19.90 Dropbox DBX ... 26 21.88 –1.14 ... 54.98 12.99 4D Molecular FDMT ... dd 14.29 +0.32 ...
10.17 10.01 CounterPress CPAQU ... ... 10.14 +0.09 ... 30.38 13.20 Exscientia EXAI ... dd 15.83 –2.04 ...
30.48 18.26 ChampionX CHX 1.4 39 21.15 +0.36 .075 50.90 20.40 DuckCreekTech DCT ... dd 21.96 –0.03 ... 15.50 2.89 4Dpharma LBPS ... dd 3.27 –0.38 ...
23.80 18.97 ChangeHlthcr CHNG ... dd 21.17 +1.06 ... 355.71 100.82 CoupaSoftware COUP ... dd 115.93 –0.04 ... 16.61 7.82 ExtremeNetworks EXTR ... 40 12.00 +0.13 ...
34.75 18.17 CovenantLogist CVLG 1.1 6 22.46 –0.07 .0625 20.78 12.76 DuluthHoldings DLTH ... 13 13.83 –0.80 ... 21.50 7.30 EyePointPharm EYPT ... dd 9.32 +0.26 ... 1.76 0.30 4DpharmaWt LBPSW ... ... .36 ... ...
79.89 62.75 ChangeHlthcrUn CHNGU 4.4 ... 68.96 +3.31 .75 205.00 78.05 Duolingo DUOL ... dd 87.96 –3.04 ... 44.95 32.80 FoxA FOXA 1.1 17 41.77 –0.61 .24
825.62 549.59 CharterComms CHTR ... 25 601.16 +4.33 ... 37.87 15.71 Covetrus CVET ... dd 18.13 +0.97 ... 8.80 4.79 Ezcorp EZPW ... 22 6.03 –0.16 ...
44.07 27.65 Cowen COWN 1.6 3 30.34 –1.01 .12 22.92 6.39 DyneTherap DYN ... dd 8.34 +0.27 ... 42.14 31.44 FoxB FOX 1.3 16 38.23 –0.31 .24
141.80 107.85 CheckPoint CHKP ... 23 140.83 +10.04 ... 190.29 110.64 FoxFactory FOXF ... 33 123.35 +1.81 ...
15.70 2.00 CheckmatePharm CMPI ... dd 2.85 –0.39 ... 178.82
703.27
111.79
346.49
CrackerBarrel
CreditAcceptance
CBRL
CACC
3.5
...
23
9
135.36
555.99
+2.86
+18.04
1.30
... E F 55.10 31.29 Franchise FRG 5.5 9 45.29 +2.54 .625
65.81 33.42 Cheesecake CAKE ... 43 43.29 +0.34 ... 96.95 73.07 FranklinElec FELE .9 26 85.42 +1.36 .195
37.85 25.60 ChefsWarehouse CHEF ... dd 32.00 –0.68 ... 16.39 10.80 CredoTech CRDO ... dd 15.33 +0.13 ...
.05 96.80 48.18 FARO Tech FARO ... dd 54.87 +1.18 ... 16.00 0.96 FreelineTherap FRLN ... ... 1.09 –0.04 ...
70.21 9.53 ChemoCentryx CCXI ... dd 30.63 +0.56 ... 21.48 16.26 CrescentCapBDC CCAP 9.5 6 17.31 –0.47 2.65 0.17 ECMOHO MOHO ... dd .20 –0.04 ... 249.00 174.34 F5 FFIV ... 37 202.34 +0.65 ...
9.97 9.79 CresceraCapA CREC ... ... 9.83 –0.02 ... 8.63 2.81 FreightCarAmer RAIL ... dd 3.90 –0.10 ...
49.50 35.21 ChemungFinl CHMG 2.7 8 46.29 –0.40 .31 9.88 5.00 EDAP TMS EDAP ... cc 7.25 –0.05 ... 9.99 2.65 FGFinancial FGF ... dd 3.27 –0.17 ... 13.06 8.55 FrequencyElec FEIM ... dd 8.63 –0.27 ...
75.86 40.00 ChesapeakeEner CHK 2.3 1 75.08 +9.30 .4375 10.08 9.91 CresceraCapAcqnUn CRECU ... ... 10.03 ... ... 10.38 9.98 EsgenAcqn ESACU ... ... 10.07 +0.02 ... 10.01 9.98
0.60 0.38 CresceraCapWt CRECW ... ... .39 –0.03 ... FG Merger FGMCU ... ... 9.99 –0.01 ... 53.85 2.85 FrequencyTherap FREQ ... dd 2.90 –0.95 ...
42.99 15.50 ChesapeakeWtC CHKEL ... ... 42.34 +9.12 ... 10.49 9.85 EsgenAcqnA ESAC ... ... 9.95 +0.02 ... 65.00 45.00 FRP Holdings FRPH ... 18 57.54 +2.26 ... 186.98 78.81 Freshpet FRPT ... dd 93.49 +5.65 ...
7.55 4.00 Cresud CRESY ... 3 6.40 +0.63 ... 0.65 0.21 EsgenAcqnWt ESACW ... ... .31 –0.01 ...
20.29 15.50 ChicagoAtlRealEst REFI 5.4 ... 19.25 +0.86 .26 10.02 9.90 FTACEmeraldAcqn EMLDU ... ... 9.97 –0.02 ... 53.36 15.60 FreshworksA FRSH ... dd 17.97 –1.00 ...
47.72 8.14 ChickenSoupA CSSE ... dd 9.48 –0.12 ... 47.36 14.88 Cricut CRCT ... 19 16.22 –2.06 ... 18.30 14.79 ESSA Bancorp ESSA 2.7 10 17.85 –0.20 .12 9.76
28.95 13.84 CrineticsPharm CRNX ... dd 19.36 –0.17 ... 9.55 FTACEmeraldA EMLD ... ... 9.75 +0.05 ... 57.51 27.28 Frontdoor FTDR ... 21 30.55 –4.15 ...
113.50 54.71 Children'sPlace PLCE ... 6 63.69 –1.00 ... 31.99 20.07 EVO Payments EVOP ... dd 24.64 +1.09 ... 0.50 0.37 FTACEmeraldWt EMLDW ... ... .42 +0.02 ... 35.15 23.24 FrontierComms FYBR ... 1 27.75 +1.74 ...
10.89 4.75 Chimerix CMRX ... dd 5.63 +0.01 ... 46.65 29.30 Criteo CRTO ... 15 32.28 +1.22 ... 26.13 21.43 EagleBncpMT EBMT 2.3 10 22.15 –0.04 .125 9.85 9.72 FTACZeusAcqnA ZING ... ... 9.80 –0.03 ... 22.70 11.44 Frontier ULCC ... dd 13.01 +0.20 ...
2.59 0.73 ChinaIndex CIH ... ... .93 –0.04 ... 11.50 9.88 CrixusBH3 BHACU ... ... 10.04 +0.01 ... 58.14 28.31 EagleBulkShip EGLE 14.2 9 56.50 +2.45 2.00 10.16 9.98 FTACZeusAcqnUn ZINGU ... ... 9.99 –0.01 ...
10.35 9.71 CrixusBH3 A BHAC ... ... 9.79 –0.02 ... 19.12 3.40 FuelCell FCEL ... dd 5.28 +0.27 ...
27.47 4.05 Chindata CD ... 73 5.47 +0.41 ... 58.25 36.48 EaglePharm EGRX ... cc 46.84 +0.66 ... 0.60 0.43 FTACZeusAcqnWt ZINGW ... ... .43 –0.02 ...
0.64 0.25 CrixusBH3AcqnWt BHACW ... ... .52 +0.04 ... 33.10 6.85 FulcrumTherap FULC ... dd 10.57 +0.36 ...
19.85 10.48 ChinookTherap KDNY ... dd 12.98 –0.07 ... 62.63 4.12 Eargo EAR ... dd 4.90 +0.09 ... 3.30
183.88 70.34 Crocs CROX ... 7 83.62 +4.36 ... 15.46 FTC Solar FTCI ... dd 4.30 +0.46 ... 122.93 51.00 FulgentGenetics FLGT ... 4 62.31 –1.54 ...
44.72 25.70 ChipMOSTechs IMOS 3.3 9 37.75 +3.24 1.5679 93.51 65.87 EastWestBncp EWBC 1.8 15 88.57 –0.36 .40 7.66 0.28 FangddNetwork DUO ... dd .33 –0.02 ...
11.67 3.11 Cronos CRON ... dd 3.54 +0.01 ... 19.17 14.16 FultonFin FULT 3.1 11 18.19 –0.14 .14
262.20 175.01 ChurchillDowns CHDN .3 39 244.26 +26.74 .667 23.03 17.42 EasternBankshares EBC 1.8 24 21.87 +0.30 .10 16.05 6.01 Fanhua FANH 10.4 8 6.51 ... .15
30.40 10.87 CrossCtyHlthcr CCRN ... 7 23.44 +2.15 ... 27.20 12.24 Funko FNKO ... 17 17.59 +0.32 ...
49.99 22.60 Chuy's CHUY ... 22 32.29 +0.95 ... 33.96 23.12 Eastern EML 1.8 17 24.01 +0.21 .11 17.48 3.71 FaradayFuture FFIE ... dd 5.48 +0.56 ...
16.50 11.81 CrossFirstBkshs CFB ... 12 15.99 –0.08 ... 17.15 4.48 FusionFuelGreen HTOO ... ... 5.72 +0.47 ...
3.08 0.63 CidaraTherap CDTX ... dd .70 –0.07 ... 12.71 0.70 EbangIntl EBON ... ... 1.23 –0.09 ... 13.08 5.30 FarmerBros FARM ... dd 6.09 +0.20 ... 12.47 4.09 FusionPharm FUSN ... dd 7.63 –0.22 ...
59.51 298.48 150.02 CrowdStrike CRWD ... dd 181.75 +16.82 ... 81.19 49.53 eBay EBAY 1.6 28 54.60 –0.86 .22
122.30 Cimpress CMPR ... dd 62.19 –3.52 ...
11.15 9.98 Crypto1Acqn DAOOU ... ... 10.04 +0.04 ... 16.00 1.91 FastRadius FSRD ... 15 2.30 –0.78 ... 181.44 34.11 Futu FUTU ... 17 41.48 –1.30 ...
129.17 97.18 CincinnatiFin CINF 2.2 7 124.94 –0.64 .69 39.88 22.39 Ebix EBIX 1.0 13 29.65 –0.51 .075 1.87 0.16 FastRadiusWt FSRDW ... ... .22 –0.05 ...
9.90 9.75 Crypto1AcqnA DAOO ... ... 9.84 +0.01 ... 10.10 9.99 FutureTechII FTIIU ... ... 10.00 ... ...
30.66 13.01 CinCorPharma CINC ... ... 28.49 +3.50 ... 30.90 18.63 EchoStar SATS ... 14 22.80 –3.87 ... 64.75 43.37 Fastenal FAST 2.4 32 51.28 +0.08 .31
0.64 0.50 0.28 Crypto1AcqnWt DAOOW ... ... .30 –0.01 ... 10.79
2.95 Cinedigm CIDM ... dd .78 –0.07 ... 40.49 EdgewiseTherap EWTX ... ... 13.00 +1.37 ... 9.83
461.44 321.39 Cintas CTAS 1.0 35 377.32 +5.75 .95 22.55
59.85
7.12
11.87
CueHealth
CullinanOncology
HLTH
CGEM
...
...
75
dd
8.40
14.50
–1.10
+0.23
...
...
73.03 13.25 EditasMedicine EDIT ... dd 16.90 +1.70 ... 0.47
9.70
0.17
FatProjectsAcqn
FatProjectsAcqnWt
FATP
FATPW
...
...
...
...
9.83
.20
+0.02
–0.01
...
... G
15.39 2.33 CipherMining CIFR ... dd 2.89 +0.08 ... 19.50 6.96 EducDev EDUC 5.0 7 8.01 +0.73 .10 98.86 30.14 FateTherap FATE ... dd 34.93 +1.79 ...
0.51 7.51 2.20 CumberlandPharm CPIX ... dd 3.12 –0.05 ... 12.68 0.38
3.55 CipherMiningWt CIFRW ... ... .55 ... ...
14.84 8.91 CumulusMedia CMLS ... 13 10.85 +0.45 ...
54.75 EHang EH ... dd 14.65 +0.02 ... 7.32 1.14 FedNat FNHC ... dd 1.18 –0.09 ... 8.50 GBS GBS ... dd .50 –0.02 ...
95.84 71.11 CirrusLogic CRUS ... 20 87.71 +2.39 ... 78.00 12.10 eHealth EHTH ... dd 15.29 +0.75 ... 52.03 9.88 FibroGen FGEN ... dd 14.52 –0.11 ... 13.55 8.44 GCM Grosvenor GCMG 3.6 41 10.20 +0.03 .10
64.29 44.15 CiscoSystems CSCO 2.7 20 56.04 –1.17 .38 130.48 15.30 CureVac CVAC ... ... 16.77 +0.06 ... 10.71 3.53 EigerBioPharma EIGR ... dd 4.15 –0.02 ... 2.39 0.61 GCMGrosvenorWt GCMGW ... ... 1.27 –0.03 ...
17.40 2.78 Curis CRIS ... dd 3.20 –0.04 ... 69.45 43.69 FidelityD&D FDBC 2.6 11 50.29 +1.22 .33
111.44 35.10 CitiTrends CTRN ... 5 39.70 –3.00 ... 9.80 9.65 8iAcqn2 LAX ... ... 9.79 +0.02 ... 6.74 1.36 FieldTripHealth FTRP ... dd 1.59 +0.05 ... 105.82 34.95 GDS Holdings GDS ... dd 43.81 +1.22 ...
16.49 11.25 CtznCmntyBcp CZWI 1.6 8 15.90 –0.05 .26 60.36 25.01 Cutera CUTR ... cc 38.11 +2.66 ... 0.30 0.12 8iAcqn2Rt LAXXR ... ... .25 +0.05 ... 30.43 12.38 GH Research GHRS ... ... 15.99 –2.07 ...
12.19 6.00 Cvent CVT ... dd 7.31 +1.02 ... 18.52 8.82 FiestaRestaurant FRGI ... dd 10.05 –0.02 ...
27.88 17.00 CitizensHolding CIZN 5.3 13 18.09 +0.10 .24 0.60 0.21 8iAcqn2Wt LAXXW ... ... .37 –0.12 ... 50.64 34.35 FifthThirdBncp FITB 2.5 13 48.09 –0.14 .30 26.69 8.04 G1Therapeutics GTHX ... dd 11.02 +1.44 ...
144.47 78.07 CitrixSystems CTXS 1.4 42 102.60 +0.72 .37 29.00 7.31 CVRx CVRX ... dd 9.03 +1.02 ... 28.28 4.12 89bio ETNB ... dd 4.72 +0.47 ... 146.00 43.09 GRAVITY GRVY ... 5 52.62 –0.50 ...
201.68 113.34 CyberArkSoftware CYBR ... dd 158.85 +18.10 ... 79.00 43.19 51job JOBS ... 36 51.15 –0.65 ...
88.49 71.61 CityHolding CHCO 3.0 14 78.98 –0.68 .60 20.34 12.06 ElPolloLoco LOCO ... 17 13.25 –0.25 ... 33.78 27.08 FinInstitutions FISI 3.6 7 32.03 +0.13 .29 7.95 3.75 GSI Tech GSIT ... dd 4.01 –0.33 ...
32.36 15.43 Clarus CLAR .4 40 22.79 +1.34 .025 49.95 23.30 CyberOptics CYBE ... 23 38.11 –0.67 ... 182.85 122.85 ElbitSystems ESLT 1.0 24 178.37 +4.45 .46 10.01 9.98 GSRIIMeteora GSRMU ... ... 10.01 +0.01 ...
4.86 0.90 CyclerionTherap CYCN ... dd .96 –0.06 ... 9.95 9.75 FinStrategiesA FXCO ... ... 9.86 +0.01 ...
31.24 0.94 ClarusTherap CRXT ... 3 .94 –0.14 ... 12.00 1.70 ElcLastMile ELMS ... dd 2.05 +0.05 ... 0.28 0.17 FinStrategiesAcqnRt FXCOR ... ... .22 +0.02 ... 15.06 6.29 Gaia GAIA ... 70 6.89 +0.24 ...
0.12 5.29 2.67 CymaBayTherap CBAY ... dd 3.23 –0.15 ... 0.22 2.98
2.02 ClarusTherapWt CRXTW ... ... .15 –0.02 ...
90.44 61.64 CyrusOne CONE 2.3 cc 90.40 +0.44 .52
2.97 ElcLastMileWt ELMSW ... ... .25 –0.01 ... 0.38 0.15 FinStrategiesWt FXCOW ... ... .18 ... ... 17.93 GainTherap GANX ... dd 3.36 –0.41 ...
10.03 9.98 CleanEarthAcqns CLINU ... ... 10.00 ... ... 3.63 0.48 electroCore ECOR ... dd .58 +0.04 ... 22.50 7.29 FinchTherap FNCH ... ... 8.61 –0.10 ... 87.32 46.41 Galapagos GLPG ... dd 65.74 –0.57 ...
16.59 4.70 CleanEnerFuels CLNE ... dd 6.95 +0.81 ... 23.10 5.13 CyteirTherap CYT ... dd 6.19 +0.25 ... 148.93 120.08 ElectronicArts EA .5 58 128.71 –0.62 .17 16.41 1.80 Galecto GLTO ... dd 1.93 +0.05 ...
28.70 12.59 CytekBiosci CTKB ... cc 13.25 –0.68 ... 11.16 9.98 FinnovateAcqn FNVTU ... ... 10.03 –0.03 ...
86.71 27.67 Clearfield CLFD ... 32 63.35 +1.50 ... 16.22 3.31 ElevationOnc ELEV ... dd 3.41 –0.15 ... 9.91 9.75 FinnovateAcqnA FNVT ... ... 9.88 +0.02 ... 11.90 1.19 GaleraTherap GRTX ... dd 2.25 –0.13 ...
7.73 1.33 ClearsideBiomed CLSD ... dd 1.59 +0.04 ... 47.90 17.72 Cytokinetics CYTK ... dd 35.02 +0.12 ... 29.69 7.97 EliemTherap ELYM ... ... 9.76 +0.94 ... 16.97 6.56 Gambling.com GAMB ... ... 10.38 +0.01 ...
10.05 3.67 CytomXTherap CTMX ... dd 4.03 –0.07 ... 0.51 0.16 FinnovateAcqnWt FNVTW ... ... .25 +0.02 ...
28.85 1.95 CloverHealth CLOV ... dd 2.52 +0.41 ... 4.98 0.37 EloxxPharm ELOX ... dd .44 –0.03 ... 10.29 9.70 FintechEcosys FEXDU ... ... 10.18 –0.01 ... 12.73 9.80 Games&EsportsA GEEX ... ... 9.96 +0.01 ...
1.51 13.53 7.51 CyxteraTech CYXT ... dd 12.22 –1.08 ...
8.95 ClovisOncology CLVS ... dd 2.04 +0.33 ... 10.49 3.01 EmbarkTech EMBK ... 44 4.56 +0.10 ... 9.91 9.82 FintechEcoA FEXD ... ... 9.90 ... ... 10.20 10.02 Games&EsportsExper GEEXU ... ... 10.12 –0.03 ...
54.41 25.04 CoastalFinl CCB ... 22 47.43 +0.20 ... 2.40 0.40 EmbarkTechWt EMBKW ... ... .74 –0.13 ... 0.28 0.10 FintechEcoRt FEXDR ... ... .15 –0.02 ... 0.60 0.30 Games&EsportsWt GEEXW ... ... .36 –0.02 ...
638.00 252.14 CocaColaCon COKE .2 24 489.09 –86.11 .25 D 10.87 3.67 Emcore EMKR ... 6 4.04 +0.02 ... 0.36 0.14 FintechEcoWt FEXDW ... ... .22 +0.02 ... 10.24 2.10 GamidaCell GMDA ... dd 3.32 –0.06 ...
63.04 48.88 Coca-ColaEuro CCEP 3.0 21 53.54 –1.86 1.62 10.55 9.95 EM Horizon HORIU ... ... 10.04 –0.02 ... 21.43 11.90 FinWiseBancorp FINW ... ... 21.15 +1.30 ... 51.46 40.71 Gaming&Leisure GLPI 6.0 18 44.96 +0.45 .24
25.70 6.16 CodexDNA DNAY ... dd 10.01 +0.47 ... 6.88 1.23 DBV Tech DBVT ... ... 1.33 –0.08 ... 9.97 9.75 EM Horizon A HORI ... ... 9.87 ... ... 24.73 14.76 FirstAdvantage FA ... dd 16.02 –0.39 ... 10.20 10.01 GardinerHlthcr GDNRU ... ... 10.09 +0.04 ...
42.01 16.55 Codexis CDXS ... dd 20.05 +1.65 ... 40.50 13.39 DiceTherap DICE ... ... 18.93 +1.90 ... 0.49 0.20 EMHorizonWt HORIW ... ... .30 –0.05 ... 50.92 37.60 FirstBancorpNC FBNC 2.0 14 44.81 +0.08 .22 9.87 9.77 GardinerHlthcr GDNR ... ... 9.85 ... ...
27.09 4.20 CodiakBioSci CDAK ... dd 5.02 +0.31 ... 4.95 1.51 DIRTT Envl DRTT ... dd 1.77 +0.13 ... 24.00 18.76 Enact ACT .0 ... 21.18 –0.40 1.23 36.80 25.24 FirstBancorp FNLC 4.2 9 30.58 –0.04 .32 0.37 0.20 GardinerHlthcrWt GDNRW ... ... .25 ... ...
Nasdaq Issues
8.90 4.50 GarrettMotion GTX ... 4 7.15 +0.14 ... 59.50 23.78 HealthCatalyst HCAT ... dd 27.21 +0.05 ... 10.06 9.74 IndlTechAcqnsII ITAQU ... ... 9.98 +0.01 ... 14.84 4.42 KaryopharmTherap KPTI ... dd 10.49 –3.89 ... 7.20 4.51 LifewayFoods LWAY ... 24 5.53 +0.46 ...
19.09 1.38 GeminiTherap GMTX ... dd 1.43 –0.18 ... 10.05 9.90 HealthcareAIAcqn HAIAU ... ... 10.00 –0.01 ... 10.89 7.23 Infinera INFN ... dd 9.17 +0.12 ... 16.00 1.89 Katapult KPLT ... dd 2.20 +0.06 ... 172.19 88.50 LigandPharm LGND ... 30 101.05 –1.51 ...
15.75 10.06 GencorIndustries GENC ... 38 10.11 –0.47 ... 9.86 9.82 HealthcareAI A HAIA ... ... 9.86 +0.01 ... 3.89 0.97 InfinityPharm INFI ... dd 1.13 +0.05 ... 4.68 0.30 KatapultWt KPLTW ... ... .40 +0.03 ... 12.30 3.36 Lilium LILM ... 7 3.51 –0.46 ...
41.86 3.96 GenerationBio GBIO ... dd 5.06 +0.32 ... 0.34 0.25 HealthcareAI Wt HAIAW ... ... .32 ... ... 5.69 2.23 InflaRx IFRX ... dd 3.01 –0.11 ... 13.89 11.09 KearnyFinancial KRNY 3.3 14 13.35 +0.16 .11 4.51 2.30 LimelightNetworks LLNW ... dd 3.90 –0.08 ...
10.10 9.92 GenesisGrowth GGAAU ... ... 9.99 +0.06 ... 32.96 14.75 HealthcareSvcs HCSG 5.2 26 15.78 –1.30 .2113 9.70 3.57 InfoSvcsGrp III 1.7 28 7.14 –0.28 .03 26.98 15.89 KellyServices A KELYA .9 6 21.77 +0.04 .05 6.30 0.80 LiminalBioSci LMNL ... dd .89 ... ...
10.21 9.86 GenesisGrowthA GGAA ... ... 9.93 +0.03 ... 85.98 36.81 HealthEquity HQY ... dd 53.25 +1.06 ... 92.76 51.75 InglesMarkets IMKTA .8 6 82.96 –1.59 .165 60.00 16.63 KellyServices B KELYB .9 6 21.80 +0.04 .05 20.74 13.66 Limoneira LMNR 2.1 dd 14.63 +0.37 .075
0.35 0.21 GenesisGrowthWt GGAAW ... ... .23 +0.01 ... 31.11 18.51 HealthStream HSTM ... cc 19.83 –3.98 ... 47.90 14.27 Inhibrx INBX ... dd 22.14 +0.58 ... 18.15 5.21 KemPharm KMPH ... dd 5.86 +0.17 ... 8.20 5.25 LincolnEduc LINC ... 4 7.65 +0.52 ...
10.03 9.98 GenesisUnicorn GENQU ... ... 9.99 –0.02 ... 20.07 13.85 HeartlandExp HTLD .6 14 14.30 –0.12 .02 99.27 31.10 InMode INMD ... 23 43.71 +2.13 ... 8.00 6.46 KY FirstFedBncp KFFB 5.2 29 7.75 –0.25 .10 148.54 113.92 LincolnElectric LECO ... 28 127.47 +0.09 ...
27.30 2.98 Genetron GTH ... dd 3.42 +0.19 ... 54.04 42.84 HeartlandFinUSA HTLF 2.2 10 49.83 –0.58 .27 11.95 3.02 InnatePharma IPHA ... dd 3.40 –0.12 ... 71.74 28.50 KerosTherap KROS ... dd 53.29 +1.20 ... 10.19 9.49 LionheartIII LIONU ... ... 10.01 +0.03 ...
6.38 3.01 Genfit GNFT ... dd 3.91 –0.01 ... 50.03 33.25 Heidrick&Strug HSII 1.4 13 43.30 –0.20 .15 11.25 4.57 Innodata INOD ... cc 5.41 +0.20 ... 39.35 30.28 KeurigDrPepper KDP 2.0 25 38.30 –0.18 .1875 11.06 9.79 LionheartIII A LION ... ... 9.87 –0.03 ...
49.07 30.08 Genmab GMAB ... 45 32.84 +0.64 ... 256.26 194.48 HelenofTroy HELE ... 24 206.43 +2.70 ... 107.73 81.00 Innospec IOSP 1.2 26 96.92 –2.76 .59 14.99 11.44 KewauneeSci KEQU ... dd 14.45 ... ... 0.60 0.14 LionheartIII Wt LIONW ... ... .35 –0.01 ...
37.90 28.28 Gentex GNTX 1.6 20 30.22 –0.63 .12 17.44 8.17 HelloGroup MOMO .0 7 9.88 –0.64 .62 27.18 3.46 InnovAge INNV ... cc 4.77 +0.26 ... 8.90 5.83 KeyTronic KTCC ... 27 5.83 –0.09 ... 30.00 14.64 LiquiditySvcs LQDT ... 12 17.08 +0.98 ...
99.00 64.45 Gentherm THRM ... 31 87.04 –2.94 ... 14.44 5.21 HemisphereMedia HMTV ... 10 5.70 +0.08 ... 10.17 10.02 InnovativeIntl IOACU ... ... 10.06 –0.01 ... 10.00 9.93 KeyarchAcqn KYCHU ... ... 9.99 +0.03 ... 334.84 234.59 Littelfuse LFUS .8 23 262.67 +4.35 .53
11.46 4.97 GeospaceTech GEOS ... dd 5.64 +0.39 ... 11.69 8.35 HennessyAdvsrs HNNA 5.5 9 10.05 –0.06 .1375 10.01 9.87 InnovativeIntlA IOAC ... ... 9.92 –0.03 ... 17.28 4.61 KezarLifeSci KZR ... dd 14.41 +0.08 ... 93.89 68.68 LivaNova LIVN ... dd 81.28 +10.26 ...
51.11 34.30 GermanAmerBncp GABC 2.3 13 39.93 +0.10 .23 10.36 9.85 HennessyCapVI HCVIU ... ... 9.90 +0.02 ... 0.50 0.30 InnovativeIntlWt IOACW ... ... .30 –0.04 ... 81.47 49.89 Kforce KFRC 1.6 21 75.39 +4.55 .30 99.89 51.42 LiveOakBcshs LOB .2 17 63.67 +0.01 .03
2.23 0.99 Geron GERN ... dd 1.10 +0.06 ... 11.03 9.56 HennessyCapInvVI HCVI ... ... 9.64 –0.03 ... 7.94 5.34 InnovSolSuprt ISSC ... 22 7.73 +0.43 ... 30.61 16.88 KimballElec KE ... 14 17.43 –0.49 ... 68.97 16.00 LivePerson LPSN ... dd 18.10 –6.49 ...
10.50 9.70 GesherIAcqnA GIAC ... ... 9.77 +0.01 ... 87.55 60.70 HenrySchein HSIC ... 20 87.32 +3.85 ... 20.48 10.92 Innoviva INVA ... 7 19.38 –0.61 ... 14.86 8.96 KimballIntl B KBAL 3.8 dd 9.38 –0.29 .09 10.39 4.20 LiveVox LVOX ... dd 4.90 –0.07 ...
4.32 1.14 GetnetAdquirencia GET 7.4 ... 1.25 –0.05 .0853 12.94 9.33 HeritageCommerce HTBK 4.3 15 12.08 –0.10 .13 82.35 26.19 Inogen INGN ... 64 31.63 +2.53 ... 91.00 49.69 Kinetik KNTK 9.3 dd 64.62 –1.09 1.50 2.03 0.33 LiveVoxWt LVOXW ... ... .62 –0.08 ...
99.33 44.48 GibraltarInds ROCK ... 21 48.93 –2.09 ... 36.29 24.02 HeritageCrystal HCCI ... 14 27.65 –0.30 ... 11.91 2.76 InovioPharma INO ... dd 3.22 +0.04 ... 65.23 6.00 KingsoftCloud KC ... dd 6.99 –0.13 ... 15.28 1.11 Lizhi LIZI ... dd 1.48 –0.04 ...
35.80 24.53 GIIIApparel GIII ... 8 27.73 –0.72 ... 30.86 20.95 HeritageFin HFWA 3.2 10 26.27 +0.38 .21 23.00 5.33 InozymePharma INZY ... dd 5.79 –0.75 ... 24.22 9.50 KiniksaPharm KNSA ... dd 10.36 –0.36 ... 28.90 15.12 LoganRidgeFin LRFC ... dd 24.68 –0.97 ...
15.22 6.58 GilatSatellite GILT ... dd 7.93 –0.59 ... 46.00 14.15 HertzGlobal HTZ ... dd 20.81 +2.50 ... 15.29 3.93 Inseego INSG ... dd 4.54 –0.09 ... 37.92 7.91 KinnateBio KNTE ... dd 8.22 –0.78 ... 9.06 0.61 LogicBioTherap LOGC ... dd .72 +0.03 ...
74.12 60.07 GileadSciences GILD 4.8 12 61.12 +0.07 .73 23.50 5.97 HertzGlobalWt HTZWW ... ... 14.15 +1.92 ... 111.02 82.86 InsightEnt NSIT ... 17 103.12 +3.28 ... 34.45 12.50 Kirkland's KIRK ... 7 14.00 –0.35 ... 9.83 9.33 LogisticsInnovA LITT ... ... 9.68 –0.02 ...
137.00 52.01 GitLab GTLB ... dd 56.87 –4.41 ... 101.65 40.30 Hibbett HIBB 2.2 4 45.30 –3.84 .25 41.77 20.02 Insmed INSM ... dd 23.39 +0.63 ... 27.50 5.91 Knightscope KSCP ... ... 7.07 –1.20 ... 10.97 9.74 LogisticsInnovTech LITTU ... ... 9.95 +0.10 ...
12.58 9.32 GladstoneCap GLAD 7.2 4 10.86 –0.36 .065 22.10 6.00 HighPeakEner HPK .5 cc 21.25 +1.73 .025 29.49 8.94 InstilBio TIL ... dd 10.80 +0.17 ... 36.67 16.77 KnowBe4 KNBE ... dd 19.32 –0.35 ... 140.17 69.92 LogitechIntl LOGI ... 17 74.80 +0.05 ...
26.13 18.67 GladstoneComm GOOD 7.0 dd 21.38 –0.09 .1254 10.39 1.60 HighPeakEnerWt HPKEW ... ... 10.01 +1.42 ... 324.81 193.70 Insulet PODD ... cc 262.37 +28.19 ... 137.60 8.57 KodiakSciences KOD ... dd 8.82 –43.77 ... 18.95 3.90 LongboardPharm LBPH ... dd 4.77 +0.07 ...
17.15 11.75 GladstoneInvt GAIN 6.0 5 15.08 –0.15 .075 13.46 8.12 HillmanSolns HLMN ... dd 9.29 –0.22 ... 40.91 17.07 Intapp INTA ... dd 22.53 +1.10 ... 181.38 77.16 KornitDigital KRNT ... cc 92.33 +4.49 ... 18.20 5.90 LoopIndustries LOOP ... dd 6.66 –0.06 ...
35.08 17.53 GladstoneLand LAND 1.8 dd 30.67 +1.17 .0453 17.30 9.48 HimaxTechs HIMX 2.3 5 11.62 +0.32 .262 77.40 61.50 IntegraLifeSci IART ... 34 67.37 +2.13 ... 44.95 32.78 KraftHeinz KHC 4.0 49 39.73 +1.27 .40 21.92 2.18 LordstownMotors RIDE ... dd 3.21 +0.04 ...
46.96 24.61 GlbBloodTherap GBT ... dd 29.84 –2.68 ... 432.19 242.38 HinghamSvg HIFS .6 12 359.50 –6.20 .75 0.63 0.39 IntegralAcqn1Wt INTEW ... ... .44 ... ... 30.29 14.93 KratosDefense KTOS ... dd 18.68 +2.22 ... 17.50 3.34 Lottery.com LTRY ... dd 4.00 +0.39 ...
83.77 24.22 Global-EOnline GLBE ... dd 39.22 –0.47 ... 21.24 11.05 HollysysAuto HOLI ... 10 13.93 –0.32 ... 11.03 9.91 IntegralAcqn1 INTEU ... ... 10.00 –0.01 ... 21.69 12.63 KrispyKreme DNUT .9 dd 14.93 +1.19 .035 3.99 0.55 Lottery.comWt LTRYW ... ... .76 +0.12 ...
0.65 0.41 GlblTechAcqnIWt GTACW ... ... .52 +0.09 ... 81.04 60.10 Hologic HOLX ... 11 72.39 +2.34 ... 10.77 9.71 IntegralAcqnCorp.1 INTE ... ... 9.80 +0.01 ... 32.18 6.50 KronosBio KRON ... dd 7.47 +0.61 ... 95.51 35.07 Lovesac LOVE ... 19 41.83 +1.85 ...
10.30 9.69 GlblTechAcqnI GTAC ... ... 9.88 +0.01 ... 45.73 32.35 HomeBancorp HBCP 2.3 7 39.71 –0.52 .23 29.68 13.93 IntegralAd IAS ... dd 18.29 –0.09 ... 102.99 38.86 KrystalBiotech KRYS ... dd 62.50 +1.64 ... 98.95 22.71 LoyaltyVentures LYLT ... cc 24.71 +0.13 ...
21.25 14.38 GlobalWaterRscs GWRS 1.9 cc 15.34 +0.16 .0246 12.19 3.25 HomePtCap HMPT 4.6 1 3.48 –0.55 .04 68.49 43.63 Intel INTC 3.1 10 47.71 +2.67 .365 75.29 42.28 Kulicke&Soffa KLIC 1.3 8 53.67 +1.23 .17 13.52 2.75 LucidDiag LUCD ... dd 3.56 –0.16 ...
28.68 13.56 GlbXBlockchain&Bit BITS ... ... 15.61 –0.36 ... 57.40 36.20 HomeStreet HMST 2.7 9 51.44 –0.12 .35 202.73 43.86 IntelliaTherap NTLA ... dd 96.36 +9.84 ... 32.33 11.49 KuraOncology KURA ... dd 16.13 +2.09 ... 57.75 16.12 Lucid LCID ... dd 26.35 –0.24 ...
73.25 43.59 GlobalFoundries GFS ... ... 57.03 +7.32 ... 32.60 20.83 HomeTrustBcshs HTBI 1.2 23 30.42 –0.26 .09 14.00 3.13 Intellicheck IDN ... dd 3.40 –0.03 ... 85.62 28.22 KuraSushiUSA KRUS ... dd 51.68 +0.37 ... 20.99 3.91 LuciraHealth LHDX ... dd 4.75 +0.21 ...
9.89 9.77 GlobalinkInvt GLLI ... ... 9.86 –0.02 ... 11.40 2.54 HomologyMed FIXX ... dd 2.76 –1.10 ... 10.30 10.03 IntelligentMed IQMDU ... ... 10.09 +0.01 ... 69.12 29.93 KymeraTherap KYMR ... dd 40.07 +1.27 ... 15.09 7.88 Lulu'sFashion LVLU ... 75 9.76 –0.65 ...
10.53 9.72 GlobalinkInvt GLLIU ... ... 10.09 –0.04 ... 23.88 5.03 Honest HNST ... dd 5.71 +0.15 ... 10.93 9.86 IntelligentMedA IQMD ... ... 9.92 ... ... 485.83 269.28 lululemon LULU ... 48 317.58 +8.92 ...
0.31
0.29
0.19
0.11
GlobalinkInvtRt
GlobalinkInvtWt
GLLIR
GLLIW
...
...
...
...
.19
.13
–0.01
...
...
...
236.86 174.42 Honeywell HON 2.1 24 188.56 +6.43 .98 0.60 0.33 IntelligentMedWt IQMDW ... ... .35 –0.01 ... L 108.90 65.67 Lumentum LITE ... 20 101.41 +2.33 ...
42.90 19.68 HookerFurnishings HOFT 3.8 11 21.21 –0.08 .20 108.35 67.00 InterParfums IPAR 1.1 29 94.49 –0.63 .25 31.39 11.52 LuminarTech LAZR ... dd 14.01 –1.19 ...
3.62 1.01 GlycoMimetics GLYC ... dd 1.19 +0.08 ... 17.68 12.48 HopeBancorp HOPE 3.3 10 16.81 –0.27 .14 82.83 58.84 InteractiveBrkrs IBKR .6 21 68.54 –1.62 .10 11.09 6.99 LumiraDx LMDX ... ... 7.43 –0.08 ...
19.49 9.18 Gogo GOGO ... dd 14.08 +1.12 ... 10.14 9.18 LamfGlbl I LGVCU ... ... 9.99 –0.02 ...
23.80 15.66 HorizonBancorp HBNC 2.9 10 20.34 –0.15 .15 25.67 11.60 InterceptPharm ICPT ... dd 14.65 –0.48 ... 10.19 9.72 LamfGlbI A LGVC ... ... 9.87 +0.03 ... 2.36 0.49 LumiraDxWt LMDXW ... ... 1.18 –0.21 ...
14.46 1.69 GoHealth GOCO ... 20 2.21 +0.03 ... 19.08 12.58 HorizonTechFin HRZN 7.8 11 15.41 –0.48 .10 12.72 2.01 Intercure INCR ... 38 6.45 –0.24 ... 15.35 6.15 LumosPharma LUMO ... dd 9.52 –0.27 ...
17.05 9.26 GolarLNG GLNG ... 4 17.00 +2.35 ... 10.20 9.89 LavaMedtech LVACU ... ... 10.09 +0.06 ...
120.54 79.81 HorizonTherap HZNP ... 40 94.01 +0.64 ... 85.75 60.02 InterDigital IDCC 2.2 37 64.68 –1.09 .35 10.02 9.83 LavaMedtech LVAC ... ... 9.89 +0.02 ... 15.37 10.21 LutherBurbank LBC 3.6 8 13.18 –0.07 .12
59.32 21.19 GoldenEnt GDEN ... 10 51.48 –0.67 ... 19.75 14.67 HostHotels HST .0 dd 18.75 –0.36 .03 18.03 11.88 Interface TILE .3 15 13.26 –0.35 .01 19.84 4.91 LyellImmuno LYEL ... dd 6.92 +0.93 ...
23.24 6.04 GoldenNugget GNOG ... dd 8.10 +1.76 ... 0.68 0.38 LavaMedtechWt LVACW ... ... .45 –0.02 ...
21.07 5.53 HoughtonMifflin HMHC ... dd 20.92 +2.80 ... 53.06 37.72 IntlBcshs IBOC 2.8 11 42.93 +0.48 .60 17.20 4.22 LavaTherap LVTX ... ... 4.56 –0.06 ... 68.28 33.94 Lyft LYFT ... dd 38.61 –2.65 ...
13.09 5.98 GoldenOcean GOGL 19.5 7 12.80 +0.82 .90 61.85 32.99 Huazhu HTHT ... cc 41.51 –2.25 ... 28.17 15.92 IntersectENT XENT ... dd 27.33 +0.17 ... 16.50 3.30 LyraTherap LYRA ... dd 5.15 +0.34 ...
16.23 14.45 GolubCapital GBDC 7.6 9 15.76 –0.09 .30 9.99 9.86 LFCapAcqnIIA LFAC ... ... 9.91 ... ...
87.21 56.80 HubGroup HUBG ... 16 82.10 +2.48 ... 8.46 3.93 Intevac IVAC ... dd 5.02 +0.01 ... 10.24 9.91 LFCapitalAcqnIIUn LFACU ... ... 10.02 ... ...
48.05 21.13 GoodRx GDRX ... dd 26.29 +0.95 ...
24.89 14.11 Goodyear GT ... 6 15.51 –0.50 ...
33.14
11.29
13.01
1.05
HudsonGlobal
HuizeHolding
HSON
HUIZ
...
...
38
dd
30.03
1.30
+0.70
+0.01
...
...
58.22
28.16
28.40
12.47
Intra-Cellular
Intricon
ITCI
IIN
...
...
dd
cc
55.28
17.42
–1.35
+1.12
...
...
0.55
188.00
0.27
105.66
LFCapAcqnIIWt
LGI Homes
LFACW
LGIH
...
...
...
7
.29
125.07
–0.01
+0.80
...
...
M
181.30 75.04 GooseheadIns GSHD .0 cc 88.70 –1.52 1.63 716.86 365.15 Intuit INTU .6 64 487.18 +5.98 .68
17.45 4.37 Humacyte HUMA ... dd 5.74 +0.37 ... 223.63 108.42 LHC Group LHCG ... 37 134.96 +9.76 ... 80.30 48.68 Macom Tech MTSI ... 23 60.52 +1.87 ...
13.79 7.29 GoPro GPRO ... 4 8.54 –0.14 ... 4.79 1.14 HumacyteWt HUMAW ... ... 1.69 +0.14 ... 369.69 227.47 IntuitiveSurgical ISRG ... 63 293.51 +12.73 ...
11.08 9.90 GoresIX GHIXU ... ... 9.99 –0.03 ... 10.07 9.96 LIVCapAcqnII LIVBU ... ... 10.06 +0.05 ... 14.70 10.04 MeliKaszek MEKA ... ... 10.06 –0.11 ...
208.87 145.38 JBHunt JBHT .8 27 196.09 +7.80 .40 16.93 10.52 Inventiva IVA ... dd 12.20 –0.21 ... 60.43 39.23 LKQ LKQ 2.1 13 48.03 –1.14 .25
14.30 7.04 GossamerBio GOSS ... dd 9.25 –0.04 ... 23.69 17.08 Investar ISTR 1.6 27 20.12 –0.01 .08 82.95 63.34 MGE Energy MGEE 2.1 25 73.15 +0.69 .3875
17.79 13.01 HuntingtonBcshs HBAN 4.0 17 15.57 –0.28 .155 196.29 127.03 LPL Financial LPLA .5 32 182.73 +1.57 .25 .12
17.15 4.83 Grab GRAB ... dd 5.80 +0.28 ... 38.83 27.80 Hurco HURC 1.6 34 33.96 +1.04 .14 6.58 4.77 InvestcpCredit ICMB 10.7 dd 5.59 +0.10 .15 89.50 58.00 MGP Ingredients MGPI .6 22 78.63 +0.45
25.84 2.79 GracellBiotech GRCL ... dd 3.33 –0.14 ... 10.54 5.96 LSI Inds LYTS 3.1 23 6.50 –0.48 .05 2.69 0.99 MINDTechnology MIND ... dd 1.12 +0.02 ...
59.09 42.66 HuronConsulting HURN ... 40 47.59 +0.90 ... 0.40 0.25 InvestcorpEur I Wt IVCBW ... ... .35 –0.02 ... 15.46 14.04 LakeShoreBancorp LSBK 4.3 14 14.80 –0.35 .16
115.96 70.00 GrandCanyonEduc LOPE ... 15 90.42 +5.70 ... 10.15 10.00 InvestcorpEurAcqnI IVCBU ... ... 10.02 –0.09 ... 199.44 136.23 MKS Instrum MKSI .6 15 151.25 +0.81 .22
16.57 3.15 Hut8Mining HUT ... 13 5.74 –0.20 ... 20.69 15.31 LakelandBcp LBAI 2.9 10 18.36 –0.29 .135 121.22 56.50 MYR Group MYRG ... 19 91.90 –3.50 ...
34.00 7.59 GraphiteBio GRPH ... dd 9.29 +0.31 ... 10.00 9.85 InvestcorpEur I A IVCB ... ... 9.90 –0.01 ...
73.22 16.74 Hydrofarm HYFM ... 79 20.04 +1.56 ... 85.71 56.06 LakelandFin LKFN 2.0 22 80.42 +0.83 .40
21.19 1.17 GraybugVision GRAY ... dd 1.28 +0.03 ... 17.67 12.60 InvestorsBancorp ISBC 3.8 13 16.91 +0.01 .16 10.66 7.37 Macatawa MCBC 3.5 11 9.27 –0.05 .08
16.61 3.18 Hyperfine HYPR ... dd 3.60 +0.15 ... 33.68 18.26 LakelandInd LAKE ... 9 19.34 –0.20 ... 8.91
4.07 2.85 GreatElmCap GECC 13.4 38 2.98 +0.05 .60 248.00 151.77 InvestorsTitle ITIC .9 6 197.00 +2.16 18.00 36.48 Macrogenics MGNX ... dd 9.67 –0.47 ...
4.85 1.70 GreatElm GEG ... dd 1.93 –0.09 ... 11.25 5.15 Hywin HYW ... ... 6.37 +0.17 ... 731.85 501.67 LamResearch LRCX 1.0 18 573.20 +3.21 1.50
56.01 25.04 IonisPharma IONS ... dd 31.78 –0.49 ... 142.62 52.33 MadrigalPharm MDGL ... dd 93.53 +8.04 ...
13.40 3.86 HyzonMotors HYZN ... dd 5.39 –0.17 ... 124.32 85.07 LamarAdv LAMR 3.6 31 112.59 +1.28 .50
16.28 13.24 GreatLakesDredge GLDD ... 19 14.13 –0.31 ... 40.15 13.28 IovanceBiotherap IOVA ... dd 15.55 –0.45 ... 14.20 2.67 MagentaTherap MGTA ... dd 2.83 –0.18 ...
62.00 49.53 GreatSouthernBncp GSBC 2.3 11 61.65 +0.06 .36 3.37 0.80 HyzonMotorsWt HYZNW ... ... 1.21 –0.21 ... 201.31 145.79 LancasterColony LANC 1.9 37 168.09 +6.36 .80
28.97 3.26 iQIYI IQ ... dd 4.04 –0.08 ... 12.88 7.65 Landec LNDC ... dd 11.54 –0.30 ... 25.49 14.87 MagicSoftware MGIC 2.5 32 18.38 –0.10 .234
44.27 22.42 GreenPlains GPRE ... dd 30.05 +3.12 ... 55.00 10.47 Magnite MGNI ... dd 14.15 +2.93 ...
16.02 9.51 GreenPlainsPtrs GPP 13.3 8 13.23 –0.32 .44 I 163.37
9.71
41.66
3.69
iRhythmTechs
Iridex
IRTC
IRIX
...
...
dd
dd
131.18
4.42
+18.26
–0.22
...
...
30.00
16.99
22.27
1.86
LandmarkBncp
LandosBio
LARK
LABP
3.2
... dd
7 26.50
2.12
–0.64
+0.10
.21
... 12.49 9.22 MagyarBancorp MGYR 1.0 13 12.08 +0.03 .03
10.29 9.91 GreenVisorI GVCIU ... ... 10.11 –0.01 ... 39.02 22.22 MakeMyTrip MMYT ... dd 26.90 +0.73 ...
48.95 31.73 IridiumComm IRDM ... dd 39.12 +1.82 ... 188.63 147.24 LandstarSystem LSTR .6 16 157.29 +4.12 .25
9.95 9.78 GreenVisorI A GVCI ... ... 9.93 +0.01 ... 179.12 101.90 IAC/InterActive IAC ... 18 112.90 +3.35 ... 28.25 8.55 IrisEnergy IREN ... ... 14.47 +0.93 ... 48.00 17.27 Lantheus LNTH ... dd 46.63 +17.78 ... 93.00 55.28 MalibuBoats MBUU ... 12 69.03 +1.38 ...
519.04 7.81 GreenidgeGen GREE ... dd 9.03 –0.58 ... 25.50 10.77 IBEX IBEX ... 20 16.01 –0.25 ... 134.50 53.10 iRobot IRBT ... 60 62.40 +3.30 ... 19.38 15.12 MalvernBancorp MLVF ... dd 16.31 –0.12 ...
0.47 18.71 7.39 Largo LGO ... 22 9.69 +0.93 ...
6.40 Greenlane GNLN ... dd .55 –0.04 ... 108.23 81.17 ICF Intl ICFI .6 24 89.05 –1.01 .14 14.27 8.78 IronwoodPharm IRWD ... 3 11.04 +0.32 ... 18.65 2.71 LarimarTherap LRMR ... dd 3.89 +0.17 ... 6.36 1.42 MammothEnergy TUSK ... dd 1.54 +0.04 ...
9.71 6.60 GreenlightCapRe GLRE ... 7 7.29 +0.08 ... 282.00 183.39 ICU Medical ICUI ... 45 228.95 +9.61 ... 16.95 4.77 IsoPlexis ISO ... dd 5.27 –0.46 ... 9.87 9.75 ManaCapAcqn MAAQ ... ... 9.86 +0.01 ...
10.04 9.60 LarkspurHealth LSPRU ... ... 9.98 –0.04 ...
12.63 5.30 GreenSky GSKY ... 18 10.18 +0.14 ... 28.00 13.10 IDEAYA Bio IDYA ... dd 13.63 +0.01 ... 52.43 17.43 iTeosTherap ITOS ... cc 35.89 +2.06 ... 10.01 9.93 LatAmGrowth LATGU ... ... 9.96 –0.01 ... 10.38 10.18 ManaCapAcqn MAAQU ... ... 10.20 –0.02 ...
19.07 10.10 Grifols GRFS 3.0 10 11.63 +0.43 .4562 706.95 460.36 IdexxLab IDXX ... 61 522.45 +33.00 ... 122.31 51.00 Itron ITRI ... cc 54.70 +0.13 ... 14.83 3.71 Latch LTCH ... dd 3.81 –1.54 ... 0.43 0.19 ManaCapAcqnRt MAAQR ... ... .22 –0.16 ...
26.33 5.69 GrindrodShipping GRIN 11.2 7 25.80 +3.30 .72 56.24 39.75 IES Holdings IESC ... 13 42.71 –0.66 ... 19.73 0.36 0.20 ManaCapAcqnWt MAAQW ... ... .25 –0.04 ...
29.85 IturanLocation ITRN 4.2 14 21.28 –0.91 .14 5.19 0.67 LatchWt LTCHW ... ... .75 –0.52 ...
16.00 4.27 Gritstone GRTS ... dd 5.04 –0.17 ... 99.44 14.47 IGM Biosci IGMS ... dd 16.20 –0.05 ... 22.80 13.76 Mandiant MNDT ... 5 19.30 +1.77 ...
34.73 12.69 Latham SWIM ... dd 16.94 +0.02 ...
J
42.29 21.01 GroceryOutlet GO ... 35 27.87 +1.22 ... 88.11 54.35 II-VI IIVI ... 32 70.67 –1.07 ... 188.52 110.11 ManhattanAssoc MANH ... 78 134.12 +8.05 ...
85.45 39.08 LatticeSemi LSCC ... 93 62.82 +2.12 ...
64.69 19.00 Groupon GRPN ... 7 22.98 –0.48 ... 85.40 20.20 I-Mab IMAB ... ... 24.96 –1.76 ... 49.08 13.65 Mannatech MTEX 2.2 9 35.82 –0.78 1.50
19.02 9.41 LaureateEduc LAUR .0 dd 11.34 –0.70 .58
10.11 9.92 GrowthforGood GFGDU ... ... 9.95 –0.05 ... 82.94 56.30 IndusRealty INDT .8 dd 76.87 +0.87 .16 62.10 42.13 LawsonProducts LAWS ... 39 43.45 –0.43 ... 5.97 2.68 MannKind MNKD ... dd 2.72 –1.14 ...
9.89 9.60 GrowthforGoodA GFGD ... ... 9.65 +0.02 ... 10.32 2.69 IN8bio INAB ... ... 4.34 +0.30 ... 15.54 5.83 JakksPacific JAKK ... dd 15.00 +1.10 ... 92.00 66.91 ManTechIntl MANT 2.1 24 79.38 –0.55 .41
181.71 134.68 J&JSnackFoods JJSF 1.5 48 164.08 +5.74 .633 11.27 5.75 Leafly LFLY ... dd 7.44 –0.11 ...
0.25 0.15 GrowthforGoodRt GFGDR ... ... .16 –0.01 ... 17.88 5.82 IO Biotech IOBT ... ... 7.32 –1.18 ... 63.55 23.16 MaravaiLifeSci MRVI ... 24 37.11 +4.36 ...
98.70 61.65 JD.com JD ... 30 72.50 +0.64 ... 2.48 0.45 LeaflyWt LFLYW ... ... .90 +0.10 ...
60.53 44.86 GrAeroportuario OMAB ... 27 58.02 –1.46 ... 241.43 128.70 IPG Photonics IPGP ... 27 138.06 +1.25 ... 10.75 9.84 MarblegateAcqn GATEU ... ... 9.93 +0.03 ...
17.50 8.51 Joann JOAN 3.6 6 11.22 –0.33 .10 4.17 1.33 LeapTherap LPTX ... dd 2.00 –0.09 ...
44.60 30.50 GuarantyBcshrs GNTY 2.3 11 35.16 –0.35 .20 3.66 1.91 IRSA Prop IRCP ... dd 2.38 –0.05 ... 10.29 9.76 MarblegateAcqn GATE ... ... 9.81 +0.01 ...
130.40 39.11 Joyy YY 4.2 dd 48.63 –3.42 .51 44.43 18.45 LeeEnterprises LEE ... 10 33.85 –1.05 ...
34.86 18.44 GuarFedBcsh GFED 1.9 13 32.25 –0.65 .15 35.99 17.80 i3Verticals IIIV ... dd 26.45 +1.09 ... 0.63 0.30 MarblegateAcqnWt GATEW ... ... .32 –0.03 ...
28.84 14.97 LegacyHousing LEGH ... 14 26.07 –1.10 ...
169.43 56.81 GuardantHealth GH ... dd 66.21 +4.11 ... 19.32 5.49 IVERICbio ISEE ... dd 15.55 +0.95 ... 179.98 146.10 JackHenry JKHY 1.1 38 176.05 +3.59 .49 3.63 1.66 Marchex MCHX ... dd 1.97 –0.06 ...
124.53 77.13 JackintheBox JACK 2.0 12 87.12 –3.18 .44 40.94 13.86 LegalZoom LZ ... dd 15.15 –0.12 ...
5.30 3.54 GulfIslandFab GIFI ... dd 3.73 –0.04 ... 10.92 9.75 IX Acqn IXAQU ... ... 9.84 +0.09 ... 27.26 1.34 MarinSoftware MRIN ... dd 3.07 –0.69 ...
10.10 10.03 JaguarGlblGrowthI JGGCU ... ... 10.03 –0.03 ... 10.01 9.73 LegatoMergerII LGTO ... ... 9.87 ... ...
7.74 3.89 Gulf Resources GURE ... cc 4.99 ... ... 9.90 9.68 IXAcqnA IXAQ ... ... 9.84 +0.14 ... 10.15 9.95 LegatoMergerIIUn LGTOU ... ... 10.03 –0.01 ... 20.04 8.05 MarinusPharma MRNS ... dd 8.11 –3.09 ...
0.54 0.33 IXAcqnWt IXAQW ... ... .33 ... ... 51.02 24.43 JamesRiver JRVR 4.5 dd 26.52 –0.44 .30 3.65 0.35 MarkerTherap MRKR ... dd .40 –0.02 ...
0.60 0.38 LegatoMergerIIWt LGTOW ... ... .44 –0.03 ...
H 68.00
63.42
48.93
31.55
IcahnEnterprises
Ichor ICHR
IEP 14.8
...
cc
15
54.11
35.95
–1.15
–2.26
2.00
...
49.27
37.99
27.77
13.25
JamfHolding
JanuxTherapeutics
JAMF
JANX
...
...
dd
dd
33.41
18.10
+1.17
+2.25
...
... 58.00 23.41 LegendBiotech LEGN ... dd 38.42 +0.50 ... 587.05
16.97
321.17
4.84
MarketAxess
MarketWise
MKTX
MKTW
.7
...
56
dd
379.32
5.38
+7.31
+0.15
.70
...
189.00 117.64 JazzPharma JAZZ ... dd 139.20 +1.31 ... 64.50 39.48 LeMaitreVascular LMAT .9 35 46.48 +4.21 .11
50.69 28.28 H&E Equipment HEES 2.7 43 41.22 +2.55 .275 16.68 2.50 iClickInteract ICLK ... dd 2.73 –0.17 ... 285.58 90.97 LendingTree TREE ... cc 116.07 +5.83 ... 37.90 8.40 Marqeta MQ ... dd 11.11 +1.14 ...
313.00 168.76 Icon ICLR ... 80 238.19 +11.35 ... 21.96 12.86 JetBlue JBLU ... dd 15.52 +0.02 ... 184.99 127.23 Marriott MAR ... 52 174.37 –0.55 ...
19.99 14.19 HBT Finl HBT 3.3 10 19.33 +0.28 .16 56.31 21.06 JFrog FROG ... dd 24.27 +0.70 ... 31.55 18.14 Leslie's LESL ... 28 20.66 –0.04 ...
10.02 9.90 HCM Acqn HCMAU ... ... 9.98 ... ... 49.99 13.10 Icosavax ICVX ... dd 17.60 +0.56 ... 42.63 21.40 LevelOneBncp LEVL .6 10 41.08 +0.59 .06 18.64 14.72 MartenTransport MRTN .9 17 17.09 +0.39 .04
14.95 1.72 Jiayin JFIN ... 2 2.10 –0.12 ...
7.78 1.89 HCW Biologics HCWB ... dd 2.22 –0.04 ... 28.24 13.44 iHeartMedia IHRT ... dd 20.67 –0.15 ...
154.18 78.04 JohnsonOutdoors JOUT 1.5 11 82.05 +0.51 .30 7.78 2.64 LexiconPharm LXRX ... dd 2.85 +0.11 ... 3.67 2.02 MartinMidstream MMLP .6 dd 3.23 +0.23 .005
25.98 19.44 HMN Fin HMNF 1.0 8 24.75 –0.51 .06 37.61 6.33 IkenaOncology IKNA ... dd 6.55 –1.30 ... 14.64 2.90 LexinFintech LX ... 2 3.59 –0.08 ... 93.85 37.92 MarvellTech MRVL .3 dd 68.75 +1.41 .06
526.00 306.66 Illumina ILMN ... 65 329.49 +17.52 ... 14.84 5.03 JounceTherap JNCE ... dd 7.29 –0.04 ... 305.21 133.94 Masimo MASI ... 38 153.21 –1.13 ...
20.00 1.25 Hookipa HOOK ... dd 2.33 –0.15 ... 10.00 9.82 JupiterWellnessA JWAC ... ... 9.87 ... ... 37.45 15.98 LiAuto LI ... dd 27.89 –0.66 ...
43.94 23.67 HUTCHMED(China) HCM ... ... 27.00 –0.16 ... 35.68 14.61 ImagoBioSci IMGO ... dd 23.43 +1.47 ... 16.37 3.37 LianBio LIAN ... ... 4.32 –0.50 ... 33.63 23.04 MasterCraftBoat MCFT ... 9 28.28 +0.32 ...
0.36 0.21 JupiterWellnessRt JWACR ... ... .21 –0.04 ... 100.60
23.30 15.58 HackettGroup HCKT 2.1 16 20.79 +1.41 .11 13.98 1.10 Imara IMRA ... dd 1.50 +0.07 ...
19.84 6.79 JustEatTakeaway GRUB ... dd 7.59 –0.57 ... 188.76 135.10 LibertyBroadbandA LBRDA ... 44 145.16 –0.52 ... 182.00 MatchGroup MTCH ... cc 113.22 +5.66 ...
60.24 9.28 HailiangEduc HLG ... 11 13.82 –0.16 ... 10.48 4.60 iMediaBrands IMBI ... dd 6.68 –0.37 ... 194.05 136.56 LibertyBroadbandC LBRDK ... 45 147.28 –1.00 ... 50.28 17.06 Materialise MTLS ... cc 20.22 +0.38 ...
48.88 34.16 HainCelestial HAIN ... 29 36.17 +0.14 ... 11.68 4.46 Immersion IMMR ... 8 5.09 +0.31 ... 30.58 23.19 LibertyGlobal A LBTYA ... 1 26.17 –0.38 ... 16.32 6.18 MatrixService MTRX ... dd 6.76 –0.19 ...
5.70 3.27 HallmarkFin HALL ... 12 4.09 –0.06 ... 33.99 6.61 Immuneering IMRX ... dd 7.85 –0.48 ... K 38.89 22.58 LibertyGlobal B LBTYB ... 1 26.95 –1.82 ... 25.71 17.95 Mattel MAT ... 10 25.43 +0.60 ...
51.57 31.36 HalozymeTherap HALO ... 13 35.53 +2.81 ... 18.00 6.96 Immunic IMUX ... dd 10.69 –1.81 ... 30.49 23.10 LibertyGlobal C LBTYK ... 1 26.23 –0.31 ... 37.60 5.71 Matterport MTTR ... dd 6.98 +0.15 ...
116.00 70.47 HamiltonLane HLNE 1.8 17 78.87 +1.89 .35 40.83 4.81 ImmunityBio IBRX ... dd 6.88 –0.53 ... 457.12 273.24 KLA KLAC 1.2 18 357.65 –0.65 1.05 14.79 10.10 LibertyLatAmA LILA ... dd 10.51 –0.77 ... 43.75 31.42 MatthewsIntl MATW 2.6 dd 33.82 –0.87 .22
59.82 36.80 HancockWhitney HWC 1.9 11 55.65 +0.79 .27 51.49 18.43 Immunocore IMCR ... dd 22.57 –1.35 ... 18.97 2.94 KLX Energy KLXE ... dd 6.16 +0.07 ... 14.96 9.86 LibertyLatAmC LILAK ... dd 10.38 –0.65 ... 17.44 5.55 MaxCyte MXCT ... ... 6.32 –0.52 ...
28.84 16.17 HanmiFinancial HAFC 3.3 8 26.29 –0.51 .22 9.62 4.58 Immunogen IMGN ... dd 5.49 +0.42 ... 14.73 8.17 KVH Inds KVHI ... dd 8.79 +0.29 ... 60.94 36.65 LibertyFormOne A FWONA ... dd 57.54 –0.47 ... 41.89 7.48 MaxeonSolar MAXN ... dd 9.85 +1.01 ...
15.49 11.73 HarborOneBncp HONE 1.3 13 14.93 +0.13 .05 16.47 4.41 ImmunoPrecise IPA ... dd 4.70 –0.48 ... 9.87 9.80 KairousAcqn KACL ... ... 9.85 –0.02 ... 65.24 42.17 LibertyFormOne C FWONK ... dd 62.73 –0.30 ... 77.89 30.47 MaxLinear MXL ... cc 62.80 +1.97 ...
12.22 6.69 Harmonic HLIT ... 82 9.31 +0.03 ... 19.46 5.05 Immunovant IMVT ... dd 5.69 +0.20 ... 0.23 0.16 KairousAcqnRt KACLR ... ... .18 ... ... 34.99 24.75 LibertyBraves A BATRA ... dd 26.00 –0.62 ... 10.36 10.03 MaxproCapitalAcqn JMACU ... ... 10.21 +0.02 ...
45.89 25.09 HarmonyBio HRMY ... cc 37.93 –0.49 ... 5.44 2.02 Immutep IMMP ... dd 2.33 –0.22 ... 10.17 10.03 KairousAcqnUn KACLU ... ... 10.10 +0.02 ... 31.76 24.60 LibertyBraves C BATRK ... dd 25.13 –0.60 ... 10.00 9.85 MaxproCapA JMAC ... ... 9.97 +0.02 ...
24.20 4.20 HarpoonTherap HARP ... dd 4.37 –0.87 ... 34.75 5.92 ImpelNeuro IMPL ... dd 6.47 –1.06 ... 0.40 0.18 KairousAcqnWt KACLW ... ... .20 –0.01 ... 56.26 40.00 LibertySirius A LSXMA ... dd 50.78 –0.32 ... 0.51 0.21 MaxproCapWt JMACW ... ... .28 +0.02 ...
12.99 6.00 HarrowHealth HROW ... dd 7.71 –0.16 ... 94.39 39.69 Impinj PI ... dd 68.66 +1.73 ... 141.07 87.91 KaiserAlum KALU 3.2 dd 97.67 –6.30 .77 58.13 43.25 LibertySirius B LSXMB ... dd 51.63 –1.41 ... 32.83 20.21 McAfee MCFE 1.7 dd 26.00 +0.19 .115
8.90 3.40 Harte-Hanks HHS ... 4 6.64 –0.08 ... 127.42 63.37 InariMedical NARI ... cc 85.48 +11.62 ... 8.38 0.59 KalaPharm KALA ... dd .68 –0.04 ... 56.19 40.05 LibertySirius C LSXMK ... dd 50.76 –0.40 ... 87.53 67.08 McGrathRent MGRC 2.2 22 81.25 +6.62 .455
8.75 3.87 HarvardBioSci HBIO ... dd 5.37 +0.14 ... 10.00 9.71 InceptionGrowth IGTA ... ... 9.79 ... ... 11.65 1.35 KaleidoBiosci KLDO ... dd 1.48 –0.09 ... 10.30 10.08 LibertyRscsAcqn LIBYU ... ... 10.14 ... ... 10.20 9.91 McLarenTech MLAIU ... ... 10.04 +0.05 ...
105.73 85.97 Hasbro HAS 2.9 31 96.71 –1.27 .70 10.10 9.97 InceptionGrowth IGTAU ... ... 10.02 –0.03 ... 14.00 1.73 Kaltura KLTR ... dd 2.23 –0.85 ... 9.95 9.78 LibertyRscsA LIBY ... ... 9.95 +0.02 ... 10.41 9.80 McLarenTechA MLAI ... ... 9.93 +0.03 ...
102.95 45.43 HashiCorp HCP ... dd 50.90 –3.51 ... 0.30 0.15 InceptionGrowthWt IGTAW ... ... .15 –0.04 ... 36.21 10.79 KalVistaPharm KALV ... dd 16.07 +0.52 ... 0.46 0.19 LibertyRscsWt LIBYW ... ... .22 –0.01 ... 0.75 0.29 McLarenTechWt MLAIW ... ... .29 –0.01 ...
31.38 14.97 HawaiianHoldings HA ... dd 19.75 –0.01 ... 88.26 61.91 Incyte INCY ... 16 68.42 –0.11 ... 6.96 5.11 Kamada KMDA ... 59 5.82 –0.07 ... 110.00 13.00 LibertyTripAdvB LTRPB ... dd 14.00 –0.61 ... 9.50 3.50 MedallionFin MFIN .0 5 8.34 +0.83 .08
43.96 29.93 Hawkins HWKN 1.3 18 43.29 –0.55 .14 99.85 68.14 IndependentBank INDB 2.2 24 85.93 +0.70 .48 7.49 2.71 KandiTech KNDI ... 23 3.28 +0.06 ... 7.74 1.85 LibertyTripAdvA LTRPA ... dd 2.22 +0.07 ... 10.81 2.13 MediciNova MNOV ... dd 2.41 –0.02 ...
27.46 19.34 HawthornBcsh HWBK 2.3 8 26.61 +1.05 .15 26.00 19.60 IndepBankMI IBCP 3.7 8 23.97 –0.39 .22 44.96 25.00 Kanzhun BZ ... dd 33.07 –0.23 ... 23.45 2.72 LifeMD LFMD ... dd 3.55 –0.06 ... 6.22 2.14 MediWound MDWD ... dd 2.35 +0.03 ...
47.08 26.82 HaynesIntl HAYN 2.3 cc 37.53 –1.53 .22 80.71 62.82 IndependentBank IBTX 2.0 15 76.78 +0.73 .38 25.91 15.56 KaratPkg KRT ... 20 16.55 –0.33 ... 29.81 6.42 LifeStanceHealth LFST ... dd 9.63 +0.28 ... 231.00 136.80 Medpace MEDP ... 32 153.26 +10.25 ...
68.18 13.60 Headhunter HHR 7.9 13 15.03 –23.96 .84 28.66 21.19 IndLogistics ILPT 5.9 12 22.51 +0.11 .33 161.98 93.77 KarunaTherap KRTX ... dd 99.75 –10.72 ... 19.93 12.01 LifetimeBrands LCUT 1.3 8 13.39 +0.16 .0425 14.80 6.78 MeihuaIntlMed MHUA ... ... 8.13 –0.03 ...
Nasdaq Issues
24.89 11.60 MeiraGTx MGTX ... dd 14.56 +0.49 ... 79.43 38.00 nCino NCNO ... dd 43.99 +1.44 ... 8.64 6.71 180DegreeCap TURN ... 3 6.95 –0.21 ... 9.05 5.77 Perma-PipeIntl PPIH ... cc 8.84 +0.03 ... 2.60 0.47 REEAutoWt REEAW ... ... .54 –0.13 ...
23.65 8.87 MelcoResorts MLCO ... dd 10.30 –0.82 ... 10.69 6.83 NecessityRetail RTL 11.8 dd 7.22 –1.11 .2125 51.50 7.64 1LifeHealthcare ONEM ... dd 10.68 +1.09 ... 33.95 8.59 Personalis PSNL ... dd 10.28 +0.62 ... 46.46 24.09 REGENXBIO RGNX ... dd 25.83 +1.21 ...
1970.13 858.99 MercadoLibre MELI ... cc 1111.39 +174.13 ... 24.50 9.31 NektarTherap NKTR ... dd 9.98 –0.57 ... 23.23 2.52 111 YI ... dd 2.81 –0.04 ... 28.73 16.22 PetcoHealth WOOF ... 36 17.61 –0.73 ... 9.63 5.61 RF Industries RFIL ... 12 7.06 +0.05 ...
40.01 28.51 MercantileBank MBWM 3.3 10 37.30 –0.35 .31 73.54 20.20 NeoGames NGMS ... 55 22.58 +0.14 ... 35.46 8.78 1stdibs.com DIBS ... dd 10.75 +0.55 ... 46.00 17.10 PetIQ PETQ ... dd 20.79 +2.69 ... 26.02 20.25 RGC Resources RGCO 3.6 20 21.60 –0.13 .195
10.16 9.68 MercatoPtrsAcqn MPRAU ... ... 10.05 ... ... 48.85 33.67 Neogen NEOG ... 69 36.23 +1.01 ... 62.79 33.09 OneWaterMarine ONEW .0 7 50.24 –1.52 1.80 46.67 21.64 PetMedExpress PETS 4.5 25 26.54 +0.57 .30 6.05 0.42 RISE Education REDU ... dd .84 –0.11 ...
9.94 9.60 MercatoPtrsA MPRA ... ... 9.89 +0.02 ... 13.40 2.45 NeoleukinTherap NLTX ... dd 2.70 +0.02 ... 64.77 2.14 Ontrak OTRK ... dd 2.62 +0.10 ... 13.85 7.58 Pharming PHAR ... 28 9.25 +0.68 ... 10.00 9.82 ROC Energy ROC ... ... 9.87 –0.01 ...
0.60 0.38 MercatoPtrsWt MPRAW ... ... .38 –0.04 ... 34.44 9.09 NerdWallet NRDS ... dd 11.59 –0.20 ... 0.59 0.27 OnyxAcqnIWt ONYXW ... ... .39 +0.09 ... 41.60 13.14 Pharvaris PHVS ... ... 17.29 –0.21 ... 0.35 0.17 ROC Energy Rt ROCAR ... ... .17 –0.01 ...
18.14 9.51 MercerIntl MERC 2.2 5 13.35 +0.22 .075 6.97 3.84 Net1UEPS UEPS ... dd 5.29 +0.22 ... 10.21 10.02 OnyxAcqnI ONYXU ... ... 10.08 ... ... 5.75 1.06 PhaseBioPharm PHAS ... dd 1.16 –0.15 ... 10.20 10.00 ROCEnergyAcqnUn ROCAU ... ... 10.06 –0.11 ...
79.45 44.44 MercurySystems MRCY ... cc 56.89 +4.45 ... 96.82 58.83 NetApp NTAP 2.5 18 80.14 –10.76 .50 10.12 9.81 OnyxAcqnIA ONYX ... ... 9.95 –0.02 ... 50.78 14.04 PhathomPharm PHAT ... dd 18.50 +0.62 ... 28.68 18.71 R1RCM RCM ... dd 27.21 +0.83 ...
4.59 1.04 MereoBioPharma MREO ... dd 1.17 –0.15 ... 120.84 77.97 NetEase NTES .8 36 99.72 +1.20 .225 44.00 14.90 OpenLending LPRO ... 19 19.72 +1.52 ... 44.00 29.06 Phenixfin PFX ... 9 41.50 –0.45 ... 4.85 0.98 RVL Pharm RVLP ... dd 1.69 +0.20 ...
29.74 17.00 MeridianBiosci VIVO ... 18 24.88 +0.14 ... 700.99 351.46 Netflix NFLX ... 35 390.80 –0.49 ... 55.25 40.96 OpenText OTEX 2.0 24 43.63 +0.88 .2209 31.00 18.24 PhibroAnimal PAHC 2.3 16 21.29 –0.15 .12 26.43 7.28 RackspaceTech RXT ... dd 11.14 –0.77 ...
39.78 24.00 Meridian MRBK 2.3 6 35.52 –0.80 1.00 45.12 25.12 Netgear NTGR ... 17 26.25 –0.58 ... 32.25 7.77 OpendoorTech OPEN ... dd 8.44 –2.27 ... 36.35 26.51 PhillipsEdison PECO 3.3 cc 32.28 –0.51 .09 18.79 10.62 RadiusGlbInfr RADI ... dd 13.01 +0.28 ...
73.85 51.66 MeritMedical MMSI ... 85 64.55 +7.76 ... 34.87 24.82 NetScout NTCT ... 42 31.36 +0.27 ... 13.44 5.47 Opera OPRA ... dd 6.32 –0.34 ... 11.21 9.94 PhoenixBiotech PBAXU ... ... 10.11 ... ... 26.16 5.92 RadiusHealth RDUS ... dd 8.26 +1.33 ...
7.97 3.66 MerrimackPharm MACK ... dd 6.31 +0.11 ... 111.05 71.88 Neurocrine NBIX ... 97 88.86 +3.54 ... 27.95 15.94 OportunFin OPRT ... 12 16.65 –0.50 ... 10.62 9.71 PhoenixBiotech PBAX ... ... 9.95 –0.01 ... 38.84 17.84 RadNet RDNT ... 38 24.35 +0.33 ...
20.28 3.51 MersanaTherap MRSN ... dd 4.09 +0.22 ... 17.92 2.84 Neuronetics STIM ... dd 3.35 +0.46 ... 16.23 5.50 OptheaADR OPT ... ... 6.12 +0.23 ... 0.58 0.30 PhoenixBiotechWt PBAXW ... ... .30 –0.03 ... 42.19 24.93 Radware RDWR ... cc 32.87 +2.16 ...
33.09 16.14 Merus MRUS ... dd 26.77 +1.33 ... 27.38 6.75 NeuroPace NPCE ... dd 7.86 +0.36 ... 14.64 9.10 Optibase OBAS ... dd 12.20 –0.29 ... 20.30 11.21 Photronics PLAB ... 16 18.77 +0.42 ... 23.90 5.42 RainTherap RAIN ... dd 6.34 –0.44 ...
17.40 4.15 MesaAir MESA ... dd 4.58 –0.16 ... 57.00 19.17 NewFortressEner NFE 1.5 dd 25.86 +3.63 .10 6.85 3.15 OpticalCable OCC ... 5 4.69 –0.14 ... 29.70 20.32 PilgrimPride PPC ... cc 24.55 +0.52 ... 25.78 8.06 Rallybio RLYB ... dd 11.58 –1.33 ...
333.42 232.88 MesaLab MLAB .2 cc 256.99 +3.11 .16 14.11 12.16 NewMtnFin NMFC 8.9 6 13.47 –0.13 .30 4.20 1.46 Optinose OPTN ... dd 2.90 +0.20 ... 188.07 47.57 Pinduoduo PDD ... dd 51.65 –4.38 ... 19.99 3.83 RamacoRscs METC 3.2 39 14.16 –1.93 .0567
9.87 3.69 Mesoblast MESO ... dd 3.97 –0.06 ... 10.89 9.83 NewProvidenceAcqnII NPABU ... ... 10.01 –0.02 ... 28.86 16.02 OptionCare OPCH ... 33 25.62 +1.97 ... 111.31 79.59 PinnacleFinPtrs PNFP .9 15 99.05 +1.52 .22 29.89 17.95 Rambus RMBS ... cc 27.20 +0.46 ...
65.96 42.92 MetaFinancial CASH .4 10 55.23 –0.89 .05 9.97 9.55 NewProvidenceII A NPAB ... ... 9.89 +0.04 ... 13.57 7.00 OraSureTechs OSUR ... dd 8.05 +0.08 ... 1.78 0.40 PintecTech PT ... dd .43 –0.05 ... 27.40 19.20 RandolphBancorp RNDB 2.8 12 21.67 –0.77 2.00
384.33 190.22 MetaPlatforms FB ... 15 210.48 +4.32 ... 0.76 0.43 NewProvidenceII Wt NPABW ... ... .47 –0.01 ... 8.69 0.83 OrchardTherap ORTX ... dd .91 –0.08 ... 7.90 2.63 Pixelworks PXLW ... dd 3.26 +0.11 ... 35.31 11.81 RangerOil ROCC ... dd 31.29 +2.14 ...
9.90 0.39 Metacrine MTCR ... dd .47 +0.02 ... 4.93 3.24 NY Mortgage NYMT 11.4 9 3.51 –0.09 .10 4.68 1.30 OrganiGram OGI ... dd 1.49 –0.04 ... 12.38 8.35 PlainsAllAmPipe PAA 7.1 19 10.16 +0.03 .18 36.27 9.24 RaniTherap RANI ... dd 14.02 –1.06 ...
52.88 29.61 Methanex MEOH 1.0 8 49.88 +2.00 .125 10.20 9.78 NewcourtAcqn NCACU ... ... 10.06 –0.13 ... 37.00 7.26 OricPharm ORIC ... dd 8.12 –0.20 ... 12.96 8.51 PlainsGP PAGP 6.6 35 10.93 –0.04 .18 27.04 6.25 RapidMicro RPID ... dd 7.58 +0.40 ...
29.82 14.00 MetroCityBkshs MCBS 2.4 10 24.83 –0.47 .15 10.00 9.87 NewcourtAcqnA NCAC ... ... 9.93 +0.01 ... 47.58 33.97 OriginBancorp OBNK 1.1 10 45.45 +0.68 .13 9.46 6.13 PlayaHotels PLYA ... dd 9.05 +0.52 ... 145.00 72.02 Rapid7 RPD ... dd 98.74 +7.48 ...
90.00 64.53 MicrochipTech MCHP 1.4 42 72.15 +0.37 .253 0.70 0.29 NewcourtAcqnWt NCACW ... ... .39 +0.04 ... 77.77 1.24 Orphazyme ORPH ... dd 1.26 –0.82 ... 10.57 3.60 Playstudios MYPS ... dd 4.86 –0.07 ... 13.87 9.51 RattlerMidstrm RTLR 8.9 16 13.52 +0.09 .30
98.45 65.67 MicronTech MU .4 14 90.10 –0.70 .10 30.10 20.36 NewellBrands NWL 3.8 18 24.08 –1.78 .23 22.99 15.53 OrthoClinical OCDX ... dd 18.08 +1.00 ... 2.52 0.42 PlaystudiosWt MYPSW ... ... .87 +0.03 ... 12.75 4.56 RealGoodFood RGF ... ... 6.11 +0.29 ...
349.67 224.26 Microsoft MSFT .8 32 297.31 +9.38 .62 9.89 9.70 NewHoldInvtIIA NHIC ... ... 9.78 –0.02 ... 48.06 28.65 OrthofixIntl OFIX ... dd 33.10 +1.67 ... 31.75 14.81 Playtika PLTK ... 31 21.28 +3.23 ... 6.66 0.55 RealNetworks RNWK ... dd .69 +0.01 ...
891.38 307.19 MicroStrategy MSTR ... dd 405.00 +9.03 ... 0.63 0.30 NewHoldInvtIIWt NHICW ... ... .49 +0.06 ... 73.91 43.09 OrthoPediatrics KIDS ... dd 54.16 +4.76 ... 101.17 72.88 Plexus PLXS ... 19 81.59 –0.24 ... 28.22 5.81 RealReal REAL ... dd 8.43 +0.32 ...
17.58 4.77 Microvast MVST ... dd 6.68 ... ... 19.10 9.35 Newmark NMRK .2 5 18.00 +0.46 .01 11.50 1.15 OtonomoTech OTMO ... dd 1.42 +0.08 ... 42.29 8.20 PliantTherap PLRX ... dd 9.65 –0.21 ... 153.41 23.08 ReataPharm RETA ... dd 26.13 +0.35 ...
5.91 0.79 MicrovastWt MVSTW ... ... 1.28 –0.04 ... 27.97 20.53 NewsCorp A NWSA .9 27 22.28 +0.13 .10 2.36 0.16 OtonomoTechWt OTMOW ... ... .20 +0.02 ... 12.37 3.92 PolyPid PYPD ... dd 3.92 –0.47 ... 42.81 9.46 RecursionPharm RXRX ... dd 10.74 +0.54 ...
28.00 2.61 MicroVision MVIS ... dd 3.64 +0.17 ... 26.21 20.78 NewsCorp B NWS .9 27 22.34 –0.03 .10 3.13 1.14 Otonomy OTIC ... dd 2.00 ... ... 11.29 7.25 PonceFinl PDLB ... 21 10.65 +0.01 ... 65.07 46.93 RedRiverBcshs RRBI .5 11 51.80 +0.44 .07
33.89 23.52 MidPennBancorp MPB 2.8 10 28.42 –0.03 .20 38.78 22.56 NewtekBusSvcs NEWT 12.7 ... 26.05 –1.45 .65 71.89 40.46 OtterTail OTTR 2.6 15 62.82 +2.40 .4125 582.27 313.92 Pool POOL .7 28 449.39 –5.44 .80 41.34 13.09 RedRobin RRGB ... dd 18.26 +1.16 ...
201.34 143.95 Middleby MIDD ... 21 176.67 –6.04 ... 26.99 2.25 NexImmune NEXI ... dd 2.56 +0.06 ... 20.99 11.56 Outbrain OB ... dd 13.83 +1.91 ... 78.00 1.20 PopCulture CPOP ... 8 1.41 –0.01 ... 58.74 28.39 RedRockResorts RRR .5 18 50.44 –0.06 .25
121.43 67.42 MiddlesexWater MSEX 1.2 46 98.31 +1.47 .29 185.55 131.27 NexstarMedia NXST 2.0 9 178.54 +3.37 .90 61.00 33.30 OutsetMedical OM ... dd 42.12 +0.91 ... 99.49 64.35 Popular BPOP 2.4 8 91.84 +1.91 .55 27.22 1.61 Redbox RDBX ... 19 1.68 –0.30 ...
30.60 22.50 MidlandStBncp MSBI 3.9 8 29.45 –0.38 .29 12.98 4.63 NextCure NXTC ... dd 5.00 –0.16 ... 111.28 35.67 Overstock OSTK ... 22 53.98 +14.27 ... 57.73 21.38 Portillo's PTLO ... ... 24.62 +0.77 ... 4.40 0.21 RedboxWt RDBXW ... ... .24 –0.04 ...
34.65 27.08 MidWestOneFin MOFG 3.1 7 30.74 –0.66 .2375 13.25 6.20 Nexters GDEV ... ... 6.38 –1.50 ... 4.80 2.60 OvidTherap OVID ... 2 3.27 +0.05 ... 25.97 19.50 PortmanRidge PTMN 10.3 2 24.00 –0.74 .62 81.97 19.63 Redfin RDFN ... dd 21.83 –1.03 ...
8.24 4.79 MilestonePharm MIST ... dd 4.99 –1.06 ... 1.30 0.50 NextersWt GDEVW ... ... .71 –0.10 ... 8.53 6.16 OxfordLane OXLC 12.2 2 7.37 –0.30 .075 12.50 3.28 PoseidaTherap PSTX ... dd 3.84 –0.09 ... 11.18 1.95 RedHillBio RDHL ... dd 2.17 –0.17 ...
51.25 33.99 MillerKnoll MLKN 1.9 dd 38.86 –1.73 .1875 20.29 13.64 NextGenHlthcr NXGN ... cc 19.16 +0.09 ... 5.22 3.68 OxfordSquare OXSQ 10.4 3 4.05 ... .035 64.09 11.83 Poshmark POSH ... dd 13.68 –0.78 ... 78.78 53.78 RegencyCtrs REG 3.7 32 67.25 +0.75 .625
46.18 21.91 MillicomIntl TIGO ... 4 23.94 –1.75 ... 12.50 10.10 NicholasFin NICK ... 20 11.49 –0.08 ... 23.18 9.24 OysterPtPharma OYST ... dd 10.95 +1.46 ... 9.07 4.83 Potbelly PBPB ... dd 5.46 –0.08 ... 686.62 441.00 RegenPharm REGN ... 9 618.66 +3.53 ...
85.48 38.84 Mimecast MIME ... cc 79.58 +0.34 ... 19.56 6.41 Nikola NKLA ... dd 7.90 –0.02 ... 67.85 8.63 OzonHoldings OZON ... dd 11.60 –7.35 ... 65.67 48.82 PotlatchDelt PCH 3.2 9 54.88 +1.35 .44 10.08 10.00 RelativityAcqn RACYU ... ... 10.05 +0.02 ...
3.80 2.60 Mind CTI MNDO 8.7 10 3.01 –0.04 .26 3.15 0.90 9F JFU ... dd 1.12 –0.06 ... 37.28 20.83 PowellIndustries POWL 4.9 dd 21.02 –1.52 .26 43.58 19.05 RelayTherap RLAY ... dd 22.85 +1.77 ...
3.54
10.37
0.65
4.16
MinervaNeurosci
MinervaSurgical
NERV
UTRS
...
...
dd
...
.68
5.28
–0.06
+0.05
...
...
58.63 12.60 908Devices MASS ... dd 16.15 +2.96 ... PQ 11.00 9.92 Power&Digital II XPDBU ... ... 9.98 –0.14 ... 40.00
53.65
16.23
9.45
RelmadaTherap
RemitlyGlobal
RLMD
RELY
...
...
dd
dd
20.55
10.80
+2.28
+0.35
...
...
43.92 11.42 NiuTech NIU ... 27 12.12 –0.95 ... 10.47 9.70 Pwr&Digital II A XPDB ... ... 9.75 –0.13 ...
22.16 2.22 MiNK Therap INKT ... ... 2.59 +0.10 ... 51.94 8.53 Nkarta NKTX ... dd 9.37 –0.13 ... 0.70 0.40 Pwr&Digital II Wt XPDBW ... ... .45 –0.05 ... 35.71 8.66 Renalytix RNLX ... dd 9.49 –0.51 ...
209.05 81.54 MiratiTherap MRTX ... dd 88.54 –2.78 ... 81.77 25.89 PAM Transport PTSI ... 10 68.24 –5.53 ... 46.97 32.06 Renasant RNST 2.4 12 36.52 –0.08 .22
41.31 13.85 nLIGHT LASR ... dd 15.41 +0.10 ... 9.70 5.22 P&FIndustries PFIN ... 48 6.10 +0.05 ... 110.66 72.50 PowerIntegrations POWI .8 33 89.57 –0.07 .18
24.60 12.82 MirumPharm MIRM ... dd 23.65 +0.53 ... 13.55 6.72 Noodles NDLS ... 93 7.10 –2.21 ... 9.55 3.04 PowerFleet PWFL ... dd 3.62 +0.04 ... 17.18 4.15 ReneoPharm RPHM ... dd 5.02 +0.04 ...
11.00 1.79 Missfresh MF ... dd 1.90 –0.83 ... 26.04 13.81 PCB Bancorp PCB 2.5 9 23.60 –0.49 .15 2.67 0.81 ReNewEnergyWt RNWWW ... ... 1.64 +0.13 ...
272.28 189.74 Nordson NDSN .9 27 227.49 –2.02 .51 51.48 40.08 PCConnection CNXN .0 18 48.50 –0.62 1.00 10.03 9.99 PowerUpAcqn PWUPU ... ... 10.00 –0.01 ...
22.93 12.54 MissionProduce AVO ... 21 13.27 –0.01 ... 12.23 12.30 5.06 ReNewEnergy RNW ... ... 7.82 +0.16 ...
497.49 117.34 Moderna MRNA ... 5 151.33 +5.59 ...
41.05 25.50 NortheastBank NBN .1 4 36.99 –0.87 .01 8.07 4.69 PCTEL PCTI 4.5 53 4.92 –0.24 .055 50.20 PraxisPrecision PRAX ... dd 13.33 +0.60 ...
92.30 32.54 RenewableEnergy REGI ... 12 43.81 +10.41 ...
1.91
21.50 12.10 NorthernTechsIntl NTIC 2.2 13 12.98 –0.42 .07 63.42 30.25 PDC Energy PDCE .8 cc 56.91 +1.38 .50 9.84 Precigen PGEN ... dd 2.21 +0.17 ...
211.94 94.38 ModivCare MODV ... 72 114.01 +11.23 ... 135.15 94.87 NorthernTrust NTRS 2.4 17 117.78 –0.74 .70 14.38 3.86 PrecisionBio DTIL ... dd 4.28 –0.12 ... 67.76 22.70 Rent-A-Center RCII 4.6 15 29.39 –10.16 .34
32.04 9.57 MolecularPtrs MOLN ... ... 23.46 –0.52 ... 33.78 16.44 PDF Solutions PDFS ... dd 26.91 +0.97 ... 24.77 4.37 RenttheRunway RENT ... dd 6.12 +0.56 ...
18.41 13.55 NorthfieldBanc NFBK 3.3 11 15.80 +0.08 .13 63.04 11.02 PLBY Group PLBY ... dd 16.16 +0.80 ... 81.97 56.76 PreferredBankLA PFBC 2.2 12 78.60 –1.17 .43
13.27 2.22 MolecularTemp MTEM ... dd 2.44 –0.22 ... 54.97 35.75 12.68 RepareTherap RPTX ... dd 15.37 +0.49 ...
25.00 14.94 Momentive MNTV ... dd 16.40 +0.43 ...
48.19 36.74 NorthrimBanCorp NRIM 3.5 7 43.26 ... .38 43.63 14.42 PMV Pharm PMVP ... dd 16.14 +0.79 ... 82.46 PreformedLine PLPC 1.4 10 57.08 +1.00 .20
327.32 162.29 Repligen RGEN ... 86 192.10 +11.42 ...
9.79 9.69 NorthViewAcqn NVAC ... ... 9.78 ... ... 51.00 34.83 PRA Group PRAA ... 12 46.06 –0.28 ... 71.82 8.55 PreludeTherap PRLD ... dd 10.39 +0.36 ...
20.74 1.96 Momentus MNTS ... dd 2.25 –0.04 ... 0.25 0.12 NorthViewRt NVACR ... ... .15 –0.03 ... 35.90 25.80 PremierFinl PFC 3.9 9 30.91 +0.59 .30 40.22 15.23 Replimune REPL ... dd 16.41 +0.31 ...
7.71 0.26 MomentusWt MNTSW ... ... .30 –0.03 ... 47.73 15.38 ProceptBio PRCT ... ... 24.92 +3.14 ... 57.62 41.97 RepublicBcpKYA RBCAA 2.9 11 46.81 –0.80 .341
0.30 0.15 NorthViewWt NVACW ... ... .15 –0.04 ... 153.73 103.44 PTC PTC ... 27 111.52 +2.66 ... 42.15 32.44 Premier PINC 2.2 15 36.21 +0.26 .20
79.66 56.35 MonarchCasino MCRI ... 22 78.81 +4.38 ... 5.67 2.91 RepublicFirstBncp FRBK ... 17 5.31 –0.15 ...
450.00 121.96 monday.com MNDY ... dd 155.24 –39.52 ...
15.48 12.37 NorthwestBcshs NWBI 5.7 12 14.03 –0.23 .20 60.61 34.14 PTC Therap PTCT ... dd 35.67 –3.39 ... 100.30 66.77 PriceSmart PSMT 1.2 22 73.06 +1.68 .43
11.45 5.33 ReservoirMedia RSVR ... 59 7.23 –0.39 ...
37.05 23.11 NorthwestPipe NWPX ... 20 28.79 –0.26 ... 99.48 77.96 Paccar PCAR 1.5 17 91.71 –2.10 .34 16.54 12.88 PrimisFinl FRST 2.7 12 14.62 +0.03 .10
69.47 52.91 Mondelez MDLZ 2.1 22 66.76 +0.76 .35 2.34 0.70 ReservoirMediaWt RSVRW ... ... 1.39 +0.13 ...
12.36 5.06 MoneyGram MGI ... dd 10.75 ... ... 70.80 53.66 Northwestern NWE 4.2 17 60.28 +0.92 .63 37.42 9.04 PacBiosciCA PACB ... dd 11.36 –0.11 ... 41.76 21.47 PrimorisSvcs PRIM .9 11 25.86 –0.47 .06 20.16 12.76 ResourcesConnect RGP 3.3 11 16.75 +0.09 .14
590.00 238.01 MongoDB MDB ... dd 375.94 –14.24 ... 30.92 19.41 NortonLifeLock NLOK 1.8 18 28.45 +0.48 .125 47.46 35.57 PacificPremBncp PPBI 3.4 11 38.75 +0.15 .33 80.36 55.27 PrincipalFin PFG 3.6 11 71.69 –0.79 .64 20.09 15.47 RetailOppor ROIC 2.8 41 18.31 +0.34 .13
580.00 301.51 MonolithicPower MPWR .7 91 461.44 +4.09 .75 29.50 24.41 NorwoodFin NWFL 4.0 9 28.22 –0.09 .28 75.81 45.05 PaciraBioSci PCRX ... 49 67.13 +3.19 ... 50.77 18.93 PriviaHealth PRVA ... dd 25.38 +3.05 ... 33.83 11.65 RevanceTherap RVNC ... dd 13.40 +0.40 ...
72.67 43.37 Monro MNRO 2.2 25 47.02 –0.79 .26 149.15 76.76 Nova NVMI ... 38 108.84 –6.10 ... 17.31 9.01 PactivEvergreen PTVE 4.0 8 10.02 –0.52 .10 11.98 7.36 Procaps PROC ... dd 9.01 +1.04 ... 10.09 9.86 RevelstoneCapAcqn RCACU ... ... 9.99 +0.06 ...
99.89 76.37 MonsterBev MNST ... 30 84.57 +3.30 ... 184.44 118.73 Novanta NOVT ... cc 137.92 +5.78 ... 51.81 35.48 PacWestBancorp PACW 2.0 10 49.02 +0.32 .25 1.40 0.44 ProcapsWt PROCW ... ... .65 ... ... 9.84 9.70 RevelstoneCapA RCAC ... ... 9.84 +0.01 ...
45.56 9.82 MonteRosaTherap GLUE ... dd 15.08 +1.48 ... 277.80 66.38 Novavax NVAX ... dd 81.63 –0.26 ... 572.67 311.56 PaloAltoNtwks PANW ... dd 569.75 +87.58 ... 22.11 15.59 ProfessionalHldg PFHD ... 14 21.26 +0.47 ... 0.32 0.01 RevelstoneCapWt RCACW ... ... .30 +0.01 ...
10.45 9.63 MontereyBio MTRYU ... ... 10.15 –0.05 ... 232.76 59.57 Novocure NVCR ... dd 80.33 +4.33 ... 97.18 44.01 Palomar PLMR ... 35 62.13 +6.90 ... 6.20 0.66 Progenity PROG ... dd 1.35 –0.19 ... 50.88 18.07 RevolutionMed RVMD ... dd 19.82 –0.06 ...
9.94 9.85 MontereyBioAcqn MTRY ... ... 9.91 ... ... 24.00 12.66 Novonix NVX ... dd 15.25 –0.49 ... 36.14 20.74 PanAmerSilver PAAS 2.1 50 23.29 –0.63 .12 53.99 41.06 ProgressSoftware PRGS 1.6 25 44.21 +0.23 .175 32.29 26.50 ReynoldsCnsmr REYN 3.0 20 30.35 –0.01 .23
0.55 0.25 MontereyBioAcqnWt MTRYW ... ... .28 –0.02 ... 55.55 39.90 NuanceComms NUAN ... dd 55.45 +0.30 ... 140.68 78.41 PapaJohn's PZZA 1.3 dd 107.13 –7.14 .35 68.32 32.86 Progyny PGNY ... 43 38.68 +1.54 ... 28.79 6.02 RhythmPharm RYTM ... dd 7.43 –0.62 ...
350.21 219.85 Morningstar MORN .5 57 281.60 +7.71 .36 5.77 1.88 NuCana NCNA ... dd 2.76 –0.27 ... 10.06 9.95 PapayaGrowthI PPYAU ... ... 10.02 –0.01 ... 9.95 9.23 ProjectEnReimag PEGR ... ... 9.74 +0.02 ... 9.25 2.98 RibbonComms RBBN ... dd 3.16 –0.33 ...
93.00 32.56 Morphic MORF ... dd 40.89 +0.92 ... 47.84 14.88 NurixTherap NRIX ... dd 15.91 +0.11 ... 101.60 31.18 ParamountA PARA 2.9 5 32.98 +0.30 .24 10.63 9.65 ProjectEnReimagUn PEGRU ... ... 9.86 –0.02 ... 15.76 5.75 RichardsonElec RELL 2.0 17 11.80 –0.18 .06
26.04 6.10 MorphoSys MOR ... dd 6.76 +0.03 ... 44.50 23.33 Nutanix NTNX ... dd 26.51 +1.41 ... 101.97 27.25 ParamountB PARA 3.2 4 29.56 +1.18 .24 0.71 0.46 ProjectEnReimagWt PEGRW ... ... .50 +0.01 ... 4.62 2.19 RigelPharm RIGL ... dd 2.53 +0.12 ...
25.68 15.40 MotorcarParts MPAA ... 37 16.05 –0.32 ... 40.82 11.65 Nuvalent NUVL ... dd 15.51 –2.28 ... 11.24 3.33 ParatekPharma PRTK ... dd 3.57 –0.19 ... 44.64 16.11 PrometheusBio RXDX ... dd 43.19 +1.19 ... 11.52 4.19 RiminiStreet RMNI ... dd 4.68 +0.03 ...
9.95 9.84 MountRainier RNER ... dd 9.95 +0.01 ... 72.61 45.45 Nuvasive NUVA ... dd 54.04 +3.25 ... 17.76 6.52 PardesBiosci PRDS ... ... 7.35 –2.13 ... 9.46 0.95 ProQR Therap PRQR ... dd 1.06 –0.16 ... 8.22 6.44 RiverviewBncp RVSB 2.8 8 7.80 ... .055
0.35 0.17 MountRainierWt RNERW ... ... .18 –0.02 ... 140.23 43.10 Nuvei NVEI ... 67 53.05 –0.10 ... 41.78 14.82 Park-Ohio PKOH 3.0 dd 16.66 –0.38 .125 9.25 6.81 ProspectCapital PSEC 8.9 3 8.07 –0.22 .06 179.47 50.00 Rivian RIVN ... ... 63.43 –2.94 ...
10.30 10.02 MountainIAcqn MCAAU ... ... 10.16 –0.02 ... 346.47 115.67 NVIDIA NVDA .1 63 241.57 +5.15 .04 10.82 9.57 ParsecCap PCXCU ... ... 10.18 –0.37 ... 50.54 12.80 ProtagonistTherap PTGX ... dd 24.49 –0.36 ... 85.00 9.93 Robinhood HOOD ... dd 11.61 –0.20 ...
10.08 9.96 MountainI A MCAA ... ... 10.02 –0.03 ... 37.00 19.02 Nyxoah NYXH ... dd 19.52 –0.93 ... 9.98 9.84 ParsecCapA PCX ... ... 9.97 +0.01 ... 18.86 4.37 ProtaraTherap TARA ... dd 4.61 –0.28 ... 58.72 14.57 RocketPharm RCKT ... dd 17.85 –0.14 ...
0.60 0.36 MountainI Wt MCAAW ... ... .38 –0.05 ... 0.45 0.20 ParsecCapWt PCXCW ... ... .27 +0.01 ... 21.89 6.52 Proterra PTRA ... dd 8.85 +0.32 ... 69.00 33.59 RockyBrands RCKY 1.6 16 39.44 –1.15 .155
10.13 9.89 MountainCrestV MCAGU ... ... 9.89 –0.16 ... O 9.27
22.12
3.92
3.18
PartnerComms
PassageBio
PTNR
PASG
...
...
cc
dd
7.38
3.44
–0.49
+0.02
...
...
79.75
14.14
19.67
3.40
Prothena
ProventionBio
PRTA
PRVB
...
...
32
dd
35.32
6.52
+1.65
+0.04
...
...
10.36 4.45 RockyMtnChoc RMCF ... 35 8.08 +0.03 ...
9.82 9.71 MountainCrestAcqnV MCAG ... ... 9.77 –0.03 ... 16.76 5.80 RoivantSciences ROIV ... dd 6.58 –0.05 ...
10.10 10.02 MurphyCanyon MURFU ... ... 10.04 +0.01 ... 22.00 13.40 PatriaInvts PAX 5.2 18 16.65 –0.44 .16 18.48 14.50 ProvidentFin PROV 3.4 13 16.45 –0.30 .14 2.69 0.58 RoivantSciencesWt ROIVW ... ... 1.26 –0.18 ...
51.40 34.02 ODP ODP ... dd 44.41 +0.04 ... .33
4.06 0.76 MustangBio MBIO ... dd .90 +0.01 ... 98.83 60.21 PatrickIndustries PATK 1.9 7 70.59 +1.40 15.95 13.25 PrudentialBncp PBIP 1.9 15 14.60 –0.27 .07 490.76 102.60 Roku ROKU ... 82 139.61 +27.15 ...
14.86 9.07 OP Bancorp OPBK 3.0 7 13.47 +0.18 .10 16.70 7.89 PatriotNatBncp PNBK ... 13 16.40 –0.05 ... 76.96 20.56 PubMatic PUBM ... 33 29.14 +1.58 ... 1.30
22.00 9.51 Mynaric MYNA ... dd 9.88 –0.08 ... 5.25 2.79 OPKO Health OPK ... 27 3.20 +0.05 ... 15.45 Root ROOT ... dd 1.85 +0.25 ...
23.47 16.29 7.62 PatriotTransport PATI .0 4 8.69 +0.15 3.75 63.83 18.49 Pulmonx LUNG ... dd 24.94 –1.66 ... 10.58
36.95 MyriadGenetics MYGN ... dd 24.69 –1.00 ... 0.69 0.45 OPYAcqnIWt OHAAW ... ... .48 +0.02 ... 9.74 RoseHillAcqn ROSEU ... ... 10.01 –0.05 ...
37.37 26.51 Patterson PDCO 3.4 19 30.34 +0.65 .26 11.95 2.06 PumaBiotech PBYI ... dd 2.26 +0.06 ... 10.27 9.77 RoseHillAcqn ROSE ... ... 9.96 ... ...
10.09 9.80 OPYAcqnI OHAAU ... ... 10.02 +0.07 ... 14.13 6.07 PattersonUTIEn PTEN 1.2 dd 13.50 +0.35 .04 29.00
N 9.87
710.86
9.70
446.19
OPYAcqnIA
OReillyAuto
OHAA
ORLY
...
...
...
21
9.75
654.71
+0.02
–22.25
...
...
138.97 88.69 Paychex PAYX 2.2 34 118.64 +2.80 .66
65.90
40.81 5.33
PureTechHealth
PurpleInnovation
PRTC
PRPL
...
...
dd
dd
31.00
6.13
–1.95
+0.12
...
...
0.52
134.22
0.26
86.15
RoseHillAcqnWt
RossStores
ROSEW
ROST
...
1.2
...
21
.29
92.73
...
–0.74
...
.285
39.71 22.76 PaycorHCM PYCR ... dd 27.68 +3.05 ... 9.11 3.69 Puyi PUYI ... dd 7.22 –0.20 ... 9.93 9.67 RothCHAcqnV ROCL ... ... 9.79 +0.03 ...
26.00 15.33 Napco Security NSSC ... 43 20.40 –0.01 ... 102.24 76.35 OSI Systems OSIS ... 18 80.37 –0.37 ... 314.50 154.26 Paylocity PCTY ... cc 207.50 +15.09 ... 19.00 5.26 PyxisOncology PYXS ... ... 6.25 –0.98 ... 10.16 9.67 RothCHAcqnVUn ROCLU ... ... 10.13 ... ...
42.79 32.66 NBT Bancorp NBTB 2.9 11 38.47 –0.61 .28 8.73 3.71 O2MicroIntl OIIM ... 11 4.09 –0.08 ... 12.32 4.05 Payoneer PAYO ... dd 4.80 +0.46 ...
7.81 6.07 OaktreeSpec OCSL 7.9 6 7.47 +0.01 .16
3.21 0.27 Q&K Intl QK ... dd .38 –0.05 ... 1.68 0.33 RothCHAcqnVWt ROCLW ... ... .35 –0.13 ...
32.12 13.73 NGM Biopharm NGM ... dd 15.15 –0.06 ... 3.20 1.22 PayoneerWt PAYOW ... ... 1.39 –0.05 ... 62.34 41.40 QCR Holdings QCRH .4 9 56.38 –0.93 .06 15.59 4.59 Rover ROVR ... dd 5.64 +0.61 ...
319.88 211.00 NICE NICE ... 78 227.48 –2.16 ... 147.39 55.11 OasisPetrol OAS 1.8 8 126.81 +0.86 .585 310.16 94.50 PayPal PYPL ... 32 110.94 +7.29 ... 11.52 5.01 QIWI QIWI 18.5 2 5.67 –1.56 .30 129.69 92.01 RoyalGold RGLD 1.2 29 120.50 +0.44 .35
27.25 19.43 NMI Holdings NMIH ... 9 23.34 –0.90 ... 29.00 6.00 Oatly OTLY ... dd 6.73 –0.24 ... 38.41 27.00 PeapackGladFinl PGC .5 13 37.73 –0.23 .05 5.86 1.61 QilianIntl QLI ... 21 1.87 –0.16 ... 48.75 34.86 RoyaltyPharma RPRX 2.0 25 38.47 –0.94 .19
9.62 2.51 NN NNBR ... dd 2.59 –0.39 ... 4.05 1.25 ObsEva OBSV ... dd 1.34 +0.08 ... 10.05 8.52 PearlHoldingsAcqn PRLHU ... ... 9.96 +0.01 ... 201.68 123.92 Qorvo QRVO ... 14 137.76 +4.56 ... 38.71 4.36 RubiusTherap RUBY ... dd 5.02 –0.13 ...
57.00 2.43 NRX Pharm NRXP ... dd 2.94 +0.10 ... 25.76 18.60 OceanFirstFin OCFC 3.0 13 22.46 –0.28 .17 10.58 9.75 PearlHldgsAcqnA PRLH ... ... 9.84 +0.04 ... 193.58 122.17 Qualcomm QCOM 1.6 20 170.93 +3.29 .68 14.05 11.84 RunwayGrowthFin RWAY 7.5 12 13.29 +0.20 .25
16.10 1.11 NRX PharmWt NRXPW ... ... 1.50 +0.03 ... 21.48 4.71 OcularTherapeutix OCUL ... dd 5.52 +0.62 ... 0.38 0.25 PearlHldgsWt PRLHW ... ... .30 ... ... 49.03 22.72 QualtricsIntl XM ... dd 29.70 +0.96 ... 60.89 40.95 RushEnt A RUSHA 1.5 12 50.71 +0.71 .19
239.91 164.19 NXP Semi NXPI 1.7 28 194.20 +7.11 .845 31.69 22.83 OfficePropIncm OPI 8.7 dd 25.23 +0.11 .55 143.66 74.31 Pegasystems PEGA .1 dd 84.72 +2.34 .03 142.94 90.26 Qualys QLYS ... 69 122.82 +8.02 ... 58.01 36.20 RushEnt B RUSHB 1.6 12 48.00 +0.64 .19
2.52 0.41 NabrivaTherap NBRV ... dd .47 –0.05 ... 32.70 22.33 OhioValleyBanc OVBC 2.7 10 30.75 –1.20 .21 129.70 22.81 Peloton PTON ... dd 28.19 –1.44 ... 84.89 25.32 Quanterix QTRX ... dd 32.21 +3.06 ... 28.73 16.45 RuthsHospitality RUTH 2.0 28 24.16 +0.36 .12
64.00 8.40 NanoXImaging NNOX ... dd 9.95 +0.11 ... 287.44 152.51 Okta OKTA ... dd 177.37 +12.70 ... 142.00 37.76 PennNational PENN ... 21 50.24 +2.97 ... 9.47 2.36 Quantum QMCO ... dd 2.61 –0.12 ... 19.67 8.80 RxSight RXST ... ... 14.03 +0.41 ...
18.00 6.51 Nanobiotix NBTX ... dd 7.54 –0.68 ... 30.41 15.89 Olaplex OLPX ... 62 17.44 –0.64 ... 58.21 12.94 Pennant PNTG ... 56 16.23 +2.10 ... 15.28 3.79 Quantum-Si QSI ... dd 4.42 +0.01 ... 127.25 95.06 Ryanair RYAAY ... dd 102.43 –5.47 ...
81.89 28.68 NanoStringTech NSTG ... dd 36.09 +4.37 ... 373.58 211.77 OldDomFreight ODFL .4 34 303.81 +15.85 .30 7.83 5.39 PennantPark PNNT 7.3 4 7.64 +0.01 .14 5.70 0.72 Quantum-SiWt QSIAW ... ... .93 –0.10 ...
4.18 0.72 NantHealth NH ... dd .90 +0.13 ... 21.28 15.53 OldNatlBncp ONB 3.0 11 18.46 +0.16 .14 28.19 22.75 PennsWoodsBncp PWOD 5.3 11 24.13 –0.05 .32 0.58
214.96 135.57 Nasdaq NDAQ 1.3 24 172.72 +1.18 .54 14.91 11.16 Old2ndBcp OSBC 1.4 20 14.26 –0.32 .05 21.60 15.18 People'sUtdFin PBCT 3.4 15 21.17 +0.41 .1825
7.49
180.06 88.37
Quhuo
Quidel
QH
QDEL
...
...
dd
7
.70
107.74
+0.05
+9.90
...
... S
129.09 57.19 Natera NTRA ... dd 66.94 +3.05 ... 50.98 3.90 OlemaPharm OLMA ... dd 4.60 +0.10 ... 36.75 27.72 PeoplesBncpOH PEBO 4.6 16 31.62 –0.69 .36 24.94 10.15 QuinStreet QNST ... cc 11.29 +0.40 ...
78.89 51.50 Nathan's NATH 3.1 18 58.85 +3.47 .45 42.20 10.64 OlinkHolding OLK ... dd 17.64 +1.52 ... 30.00 22.10 PeoplesBncpNC PEBK 2.5 11 28.65 –0.44 .18 4.68 1.20 Quotient QTNT ... dd 1.33 –0.09 ... 35.80 27.02 S&T Bancorp STBA 3.7 11 31.18 –0.14 .29
64.67 39.63 NationalBeverage FIZZ .0 24 43.35 +0.92 3.00 98.58 39.23 Ollie'sBargain OLLI ... 16 43.36 +1.40 ... 55.00 38.67 PeoplesFinSvcs PFIS 3.2 8 48.88 +0.02 .39 391.15 232.88 SBA Comm SBAC .8 cc 306.87 +16.05 .58
17.39 5.74 QurateRetailB QRTEB .0 2 6.10 –0.84 1.25
6.11 2.41 NatlCineMedia NCMI 6.6 dd 3.01 –0.16 .05 40.00 17.84 OlympicSteel ZEUS 1.3 3 27.86 +3.24 .09 10.88 9.83 PepperLimeHlth PEPLU ... ... 9.96 ... ... 10.25 3.85 SCYNEXIS SCYX ... dd 4.21 –0.21 ...
14.62 5.46 QurateRetailA QRTEA .0 2 5.91 –0.62 1.25
46.42 38.01 NatlInstruments NATI 2.8 60 40.19 +0.37 .28 179.49 109.00 OmegaFlex OFLX .8 56 146.00 –5.99 .30 15.00 9.60 PepperLimeA PEPL ... ... 9.80 +0.03 ... 41.50 1.65 Qutoutiao QTT ... dd 1.75 –0.32 ... 65.22 54.03 SEI Investments SEIC 1.3 15 58.79 –0.28 .40
55.67 36.30 NatlResearch NRC 2.3 29 41.95 +2.80 .24 31.41 8.52 OmegaTherap OMGA ... dd 12.11 +0.61 ... 0.61 0.40 PepperLimeWt PEPLW ... ... .42 –0.01 ... 37.21 17.96 SI-BONE SIBN ... dd 21.32 +1.98 ...
16.05 8.91 NatlSecurity NSEC 1.5 dd 15.94 –0.01 .06 20.86 4.65 Omeros OMER ... dd 7.19 +0.10 ... 177.24 128.32 PepsiCo PEP 2.6 31 168.38 +0.67 1.075 9.82 5.66 SIGA Tech SIGA ... 30 6.14 –0.03 ...
65.92 34.70 NationalVision EYE ... 23 38.25 +0.02 ... 187.29 118.81 Omnicell OMCL ... 78 126.37 +0.43 ... 9.97 9.82 PerceptionCapII PCCT ... ... 9.96 ... ... R 21.40 15.55 SLM SLM 2.2 6 19.99 –0.05 .11
260.00 197.62 NatlWesternLife NWLI .2 4 213.47 +2.83 .36 10.15 9.89 OmniLitAcqn OLITU ... ... 10.03 +0.02 ... 0.60 0.24 PerceptionCapIIWt PCCTW ... ... .28 +0.01 ... 20.05 17.32 SLR Invt SLRC 9.1 11 18.04 +0.01 .41
19.93 11.12 NaturalAlt NAII ... 7 11.41 –0.65 ... 10.00 9.84 OmniLitAcqnA OLIT ... ... 9.92 –0.02 ... 13.36 9.65 PerdoceoEduc PRDO ... 7 10.39 +0.18 ... 43.26 14.89 RaptTherap RAPT ... dd 19.08 –0.82 ... 16.41 13.25 SLR Sr Invt SUNS 8.8 12 13.63 –0.30 .10
29.70 20.90 NatusMedical NTUS ... 55 27.21 +4.15 ... 0.32 0.21 OmniLitAcqnWt OLITW ... ... .25 +0.01 ... 14.75 9.49 PerellaWeinberg PWP 2.6 dd 10.98 –0.10 .07 29.09 18.67 RBB Bancorp RBB 2.4 8 23.00 –2.76 .14 37.25 20.30 SMART Global SGH ... dd 28.11 +0.21 ...
16.99 3.36 NautilusBiotech NAUT ... dd 3.78 –0.02 ... 71.26 34.01 ON Semi ON ... 28 63.50 +3.30 ... 4.25 1.12 PerellaWeinbergWt PWPPW ... ... 2.70 –0.10 ... 250.52 165.99 RBC Bearings ROLL ... 92 189.74 +7.97 ... 8.38 0.55 SocTelemed TLMD ... dd 2.94 +0.03 ...
23.80 12.13 Navient NAVI 3.5 5 18.21 –0.23 .16 6.25 1.24 Oncocyte OCX ... dd 1.43 +0.01 ... 153.28 54.12 Perficient PRFT ... 64 105.36 +4.20 ... 94.33 55.33 RCI Hospitality RICK .2 20 66.81 +2.68 .04 1.64 0.06 SocTelemedWt TLMDW ... ... .74 ... ...
22.19 8.49 NavitasSemi NVTS ... dd 9.60 +0.13 ... 17.79 2.11 Oncorus ONCR ... dd 2.15 –0.41 ... 5.29 1.17 PerformantFin PFMT ... dd 2.24 –0.39 ... 8.96 3.15 RCM Tech RCMT ... 24 7.11 +0.12 ... 9.43 2.43 SPI Energy SPI ... dd 3.07 –0.26 ...
7.53 1.13 NavitasSemiWt NVTSW ... ... 2.49 +0.02 ... 38.66 13.16 1-800-FLOWERS FLWS ... 11 15.15 –0.46 ... 33.09 13.75 PerionNetwork PERI ... 23 22.57 +0.81 ... 12.54 2.34 REE Automotive REE ... dd 2.65 –0.32 ... 36.71 25.29 SP Plus SP ... 20 29.49 +2.47 ...
Nasdaq Issues
174.42 91.05 SPS Commerce SPSC ... cc 128.63 +3.30 ... 10.21 9.95 SizzleAcqn SZZLU ... ... 10.00 –0.04 ... 10.20 10.00 TKBCritTech1 USCTU ... ... 10.06 –0.02 ... 46.52 8.63 2U TWOU ... dd 10.55 +0.91 ... 11.28 5.71 VirginOrbit VORB ... ... 6.92 +0.47 ...
7.29 3.25 SRAX SRAX ... dd 4.44 –0.41 ... 9.99 9.75 SizzleAcqn SZZL ... ... 9.91 –0.01 ... 9.98 9.77 TKBCriticalTech1 USCT ... ... 9.94 +0.01 ... 31.36 10.81 TyraBiosciences TYRA ... ... 11.99 +0.72 ... 3.47 0.75 VirginOrbitWt VORBW ... ... 1.06 –0.03 ...
84.85 62.93 SS&C Tech SSNC 1.1 25 75.57 +1.65 .20 0.30 0.20 SizzleAcqnWt SZZLW ... ... .21 –0.02 ... 0.59 0.34 TKBCriticalTech1Wt USCTW ... ... .34 –0.01 ... 94.80 59.25 UFP Inds UFPI .9 10 84.53 –0.42 .20 35.87 23.19 VirtuFinancial VIRT 2.7 9 35.00 –0.12 .24
20.37 13.68 SSR Mining SSRM 1.1 17 19.76 +1.26 .07 61.16 26.08 SkyWest SKYW ... 13 28.99 –1.06 ... 10.05 9.67 TLGY Acqn A TLGY ... ... 9.91 –0.02 ... 112.24 83.01 UMB Fin UMBF 1.4 14 102.68 +0.59 .37 338.80 226.38 VirtusInvtPtrs VRTS 2.4 10 248.25 –4.18 1.50
763.22 467.22 SVB Fin SIVB ... 20 623.16 +10.03 ... 204.00 128.42 Skyworks SWKS 1.6 17 139.32 +2.74 .56 0.36 0.24 TLGY Acqn Wt TLGYW ... ... .24 ... ... 29.09 13.01 USA Truck USAK ... 9 24.54 –1.99 ... 10.22 9.97 VisionSensingAcqn VSACU ... ... 9.97 –0.10 ...
19.02 12.31 SabraHealthcare SBRA 8.9 dd 13.44 –0.09 .30 151.44 55.18 SleepNumber SNBR ... 11 65.65 –2.42 ... 15.39 1.15 TMCthemetals TMC ... dd 1.74 +0.16 ... 18.75 10.53 USCB Financial USCB ... ... 13.90 +0.20 ... 9.96 9.73 VisionSensingA VSAC ... ... 9.95 +0.02 ...
16.88 7.05 Sabre SABR ... dd 11.37 –0.15 ... 4.16 1.73 SmartSand SND ... dd 3.22 +0.56 ... 2.56 0.10 TMCtheMtlsWt TMCWW ... ... .31 ... ... 48.02 26.26 US Ecology ECOL ... dd 47.49 +0.44 ... 0.50 0.22 VisionSensingWt VSACW ... ... .25 +0.01 ...
88.28 74.45 SafetyInsurance SAFT 4.2 10 85.18 +0.02 .90 10.00 1.20 SmartShareGlbl EM ... dd 1.22 –0.10 ... 150.20 101.51 T-MobileUS TMUS ... 52 125.46 +1.48 ... 156.00 111.83 US Lime&Min USLM .7 18 118.00 –2.12 .20 136.58 91.59 Visteon VC ... 87 124.60 +4.23 ...
28.58 19.99 SagaComm SGA 2.8 14 23.23 +0.65 .50 12.31 1.76 SmileDirectClub SDC ... dd 2.21 –0.05 ... 35.40 27.92 TPG TPG ... ... 30.88 +1.72 ... 9.94 9.72 UTA Acqn A UTAA ... ... 9.80 –0.09 ... 18.61 8.45 VitaCoco COCO ... ... 11.43 +0.46 ...
10.20 9.90 SagaliamAcqn SAGAU ... ... 10.05 –0.04 ... 39.61 14.50 Smith&Wesson SWBI 1.9 3 16.97 +0.17 .08 60.00 9.23 TPIComposites TPIC ... dd 11.38 +0.89 ... 10.28 9.91 UTAAcqnUn UTAAU ... ... 9.93 –0.06 ... 29.19 13.07 VitalFarms VITL ... cc 14.11 –0.28 ...
9.88 9.60 SagaliamAcqnA SAGA ... ... 9.84 –0.02 ... 24.50 13.14 SnapOne SNPO ... dd 19.67 –0.37 ... 224.56 134.13 TRowePrice TROW 3.3 11 145.26 +1.79 1.20 0.50 0.35 UTA Acqn Wt UTAAW ... ... .38 –0.01 ... 18.48 10.61 Vitru VTRU ... 52 15.00 +0.57 ...
0.40 0.01 SagaliamAcqnRt SAGAR ... ... .22 –0.05 ... 15.98 2.14 SoYoungIntl SY ... 28 2.27 –0.24 ... 113.37 68.83 TTEC TTEC 1.2 23 77.50 +0.39 .47 13.95 1.35 uCloudlink UCL ... dd 1.65 –0.06 ... 14.35 7.84 VividSeats SEAT .0 dd 11.48 +0.12 .23
88.51 31.00 SageTherap SAGE ... 3 36.65 +2.46 ... 24.95 8.82 SoFiTech SOFI ... dd 10.67 –0.72 ... 15.89 9.76 TTM Tech TTMI ... 26 12.79 +0.49 ... 32.62 11.70 Udemy UDMY ... ... 13.48 +0.06 ... 4.00 0.86 VividSeatsWt SEATW ... ... 3.25 +0.05 ...
365.50 187.02 Saia SAIA ... 29 274.48 +6.54 ... 24.99 14.64 Sohu.com SOHU ... 1 18.03 –0.48 ... 2.44 0.35 T2Biosystems TTOO ... dd .43 –0.03 ... 422.43 297.29 UltaBeauty ULTA ... 24 378.07 +2.24 ... 20.36 14.53 Vodafone VOD 5.6 dd 18.01 –0.62 .5324
6.82 1.69 SalemMedia SALM ... 3 3.50 –0.35 ... 16.69 6.12 SolGelTech SLGL ... dd 7.35 –0.02 ... 11.82 5.34 Taboola TBLA ... ... 6.65 –0.06 ... 65.33 39.00 UltraClean UCTT ... 18 47.66 –0.84 ... 20.92 10.85 Vonage VG ... dd 20.37 +0.23 ...
34.45 5.59 SanaBiotech SANA ... dd 6.48 +0.34 ... 389.71 199.33 SolarEdgeTech SEDG ... 91 277.93 +20.02 ... 16.20 0.87 TaboolaWt TBLAW ... ... 1.43 +0.03 ... 145.00 62.37 UltragenyxPharm RARE ... dd 67.45 +0.74 ... 51.50 7.07 VorBiopharma VOR ... dd 8.61 –0.73 ...
0.63 0.26 SanabyHlthIWt SANBW ... ... .29 –0.02 ... 11.03 0.78 SolidBiosci SLDB ... dd .86 –0.07 ... 53.38 4.32 TabulaRasaHlth TRHC ... dd 5.49 –1.14 ... 11.78 4.24 Ultralife ULBI ... dd 5.35 +0.64 ... 6.33 2.46 VoyagerTherap VYGR ... dd 3.80 +0.39 ...
10.44 10.05 SanabyHealthI SANBU ... ... 10.10 –0.01 ... 14.85 5.61 SolidPower SLDP ... ... 7.64 +0.22 ... 61.13 13.37 TactileSystems TCMD ... dd 19.33 +4.45 ... 22.06 16.91 Umpqua UMPQ 3.9 11 21.54 +0.23 .21 49.03 5.10 Vroom VRM ... dd 6.20 –0.13 ...
10.10 9.87 SanabyHlthIA SANB ... ... 9.95 ... ... 6.98 0.55 SolidPowerWt SLDPW ... ... 2.09 –0.02 ... 195.83 138.19 TakeTwoSoftware TTWO ... 37 165.28 +6.78 ... 6.00 2.53 UnicoAmerican UNAM ... dd 3.21 +0.13 ...
200.00
52.04
151.72
37.23
SandersonFarms
SandySpringBncp
SAFM
SASR
1.0
2.9 10
6 179.91
47.61
–0.09
+0.77
.44
.34
14.72
15.09
7.29
1.70
SomaLogic
SomaLogicWt
SLGC
SLGCW
...
...
dd
...
9.01
2.45
–0.39
–0.13
...
...
19.82
19.25
7.24
1.78
TalarisTherap
TalisBiomed
TALS
TLIS
...
...
dd
dd
7.92
2.11
–0.19
+0.05
...
...
37.99
38.80
27.15
15.01
UnionBankshares
uniQure
UNB
QURE
4.6
...
10
2
30.55
16.87
–0.52
+0.86
.35
... W
94.97 76.57 Sanfilippo JBSS .9 16 80.62 +0.25 2.30 11.00 4.52 Sonder SOND ... ... 5.70 –1.29 ... 10.98 1.30 Talkspace TALK ... dd 1.49 +0.06 ... 63.70 38.79 UnitedAirlines UAL ... dd 45.85 –1.58 ...
11.09 2.03 WaveLifeSci WVE ... dd 2.79 –0.21 ...
13.93 5.13 SangamoTherap SGMO ... dd 5.90 +0.22 ... 5.23 0.76 SonderWt SONDW ... ... .98 –0.22 ... 2.20 0.15 TalkspaceWt TALKW ... ... .21 –0.02 ... 37.71 23.23 UnitedBancshares UBOH 2.5 9 33.73 +0.73 .21
322.78 198.15 WD-40 WDFC 1.5 45 212.74 –2.56 .78
26.39 ... SangomaTechs SANG ... dd 12.48 +0.10 ... 47.49 4.51 Sono SEV ... dd 4.94 –0.75 ... 10.11 9.87 Talon1AcqnA TOAC ... ... 10.02 +0.06 ... 42.50 31.74 UnitedBkshrsWV UBSI 3.9 13 36.61 –0.11 .36
56.30 42.58 WSFS Financial WSFS 1.0 9 51.58 –0.67 .13
43.63 35.06 Sanmina SANM ... 10 39.66 –0.29 ... 44.72 21.46 Sonos SONO ... 26 27.27 +0.35 ... 155.86 76.19 TandemDiabetes TNDM ... cc 112.43 +7.92 ... 39.32 27.62 UtdCmtyBks UCBI 2.2 13 38.16 +0.31 .21
36.40 19.85 UnitedFire UFCS 2.2 9 27.90 –1.61 .15 16.79 15.10 WVS Financial WVFC 2.6 24 15.18 –0.01 .10
54.26 45.17 Sanofi SNY 2.6 19 53.05 +0.55 1.9061 19.80 10.21 SophiaGenetics SOPH ... dd 12.45 +0.80 ... 18.84 7.50 TangoTherap TNGX ... dd 8.98 –0.35 ...
21.33 13.68 UnitedGuardian UG 6.2 23 20.84 +1.35 .65 41.13 9.91 WW Intl WW ... 15 10.54 –0.14 ...
38.32 24.30 SapiensInt SPNS ... 32 27.01 –2.28 ... 30.38 19.39 SoteraHealth SHC ... cc 22.24 +0.92 ... 19.25 1.46 TarenaIntl TEDU ... dd 2.56 –0.24 ...
3.64 0.39 Waitr WTRH ... 17 .57 +0.12 ...
11.80 5.30 SarcosTech&Robotic STRC ... dd 5.94 –0.06 ... 4.49 1.89 SotherlyHotels SOHO ... dd 2.35 –0.11 ... 10.01 9.90 TargetGlobal I TGAAU ... ... 9.95 +0.04 ... 8.92 7.44 UnitedSecBcshrs UBFO 5.2 14 8.40 –0.29 .11
218.38 155.71 UnitedTherap UTHR ... 17 168.00 –28.50 ... 57.05 43.62 WalgreensBoots WBA 4.1 6 46.20 –0.41 .4775
2.06 0.51 SarcosTechRobotWt STRCW ... ... .83 +0.06 ... 29.89 19.09 SouthPlainsFin SPFI 1.6 9 28.08 –0.35 .11 9.97 9.73 TargetGlbl I A TGAA ... ... 9.82 ... ...
34.42 12.40 WalkMe WKME ... dd 15.12 +1.33 ...
101.24 61.31 SareptaTherap SRPT ... dd 76.03 +1.45 ... 93.34 62.60 SouthState SSB 2.2 13 89.87 +2.07 .49 0.49 0.40 TargetGlbl I Wt TGAAW ... ... .40 ... ... 14.60 10.07 Uniti UNIT 4.7 94 12.75 +1.44 .15
31.37 19.51 UnityBancorp UNTY 1.4 8 28.60 –0.15 .10 50.23 31.50 WarnerMusic WMG 1.6 48 36.51 –0.12 .15
7.48 4.06 SatsumaPharm STSA ... dd 4.20 –0.90 ... 65.59 43.51 SouthernFirstBcsh SFST ... 10 57.88 +2.13 ... 39.36 14.41 TarsusPharm TARS ... dd 17.74 +1.74 ...
0.76 38.06 29.01 WashingtonFederal WAFD 2.7 14 35.94 +0.05 .24
3.58 1.02 Savara SVRA ... dd 1.10 –0.01 ... 61.93 36.15 SoMO Bancorp SMBC 1.5 10 53.02 –0.47 .20 85.49 25.12 TaskUs TASK ... ... 27.87 –0.71 ... 7.70 UnityBiotech UBX ... dd .92 –0.03 ...
246.42 128.21 UnivDisplay OLED .8 41 157.71 +20.09 .30 60.96 46.35 WashTrBcp WASH 3.9 13 55.01 –0.95 .54
40.83 24.89 ScanSource SCSC ... 10 31.20 +0.57 ... 21.70 18.90 SouthernStBcsh SSBK 1.7 9 21.00 +0.55 .09 10.44 4.88 TatTechnologies TATT ... dd 6.50 ... ...
29.75 22.74 18.70 WaterstoneFinl WSBF 4.1 7 19.51 –0.01 .50
59.34 33.69 SchnitzerSteel SCHN 1.7 7 45.07 +2.92 .1875 45.36 34.44 SouthsideBcshs SBSI 3.3 12 41.61 –0.50 .34 29.90 5.57 TayshaGene TSHA ... dd 6.49 +0.01 ... 65.02 UnivElectro UEIC ... 99 33.26 +3.36 ...
27.95 15.86 UnivLogistics ULH 2.2 7 19.46 +1.69 .105 36.69 20.37 WaysideTech WSTG 2.3 15 29.69 –0.71 .17
70.00 15.22 ScholarRock SRRK ... dd 17.17 +0.34 ... 17.41 10.96 SovosBrands SOVO ... cc 12.14 –1.37 ... 10.09 9.99 Tech&Telecom TETEU ... ... 10.05 +0.01 ...
35.58 9.00 WeatherfordIntl WFRD ... dd 27.75 –6.12 ...
43.71 27.86 Scholastic SCHL 1.4 41 42.14 –0.87 .15 28.47 17.32 SpartanNash SPTN 2.8 16 28.45 +1.49 .20 111.44 63.76 TechTarget TTGT ... dd 77.23 +2.51 ... 12.47 7.50 UnivStainless USAP ... dd 10.13 –0.04 ...
1.17 64.70 26.85 Weibo WB ... 19 28.29 –1.86 ...
114.10 23.14 Schrodinger SDGR ... dd 32.64 +6.90 ... 4.54 0.60 SpectrumPharm SPPI ... dd .71 –0.03 ... 14.39 9.42 Ericsson ERIC 1.6 13 10.12 +0.06 .1139 11.99 UniversePharm UPC ... 3 1.33 ... ...
19.90 2.80 Wejo WEJO ... ... 3.60 –0.21 ...
10.30 9.87 SchultzeSpacII SAMAU ... ... 9.94 +0.01 ... 19.87 8.28 SperoTherap SPRO ... dd 9.48 +0.22 ... 48.35 18.74 Telesat TSAT ... ... 20.56 –0.43 ... 31.93 24.65 UnivestFin UVSP 2.7 9 29.46 –0.29 .20
3.21 0.48 WejoWt WEJOW ... ... .62 +0.02 ...
16.80 9.67 SchultzeSpecII A SAMA ... ... 9.86 +0.02 ... 10.20 10.03 SpindletopHlth SHCAU ... ... 10.10 ... ... 39.45 9.81 Telos TLS ... dd 11.22 +1.09 ... 29.93 3.61 UpFintech TIGR ... 25 4.52 –0.12 ...
15.08 10.05 9.95 WelsbachTech WTMAU ... ... 10.00 +0.02 ...
0.63 0.33 SchultzeSpecIIWt SAMAW ... ... .34 –0.09 ... 10.87 9.55 SpindletopHlth SHCA ... ... 9.92 +0.02 ... 208.99 66.58 10xGenomics TXG ... dd 81.27 –0.29 ... 53.00 UplandSoftware UPLD ... dd 19.93 +2.64 ...
9.88 9.72 WelsbachTech WTMA ... ... 9.84 ... ...
15.10 7.21 Science37 SNCE ... dd 8.00 +0.30 ... 31.75 20.20 SpiritofTexas STXB 1.7 12 28.88 +0.01 .12 56.91 35.32 Tenable TENB ... dd 52.14 +6.68 ... 401.49 42.51 Upstart UPST ... 97 135.88 +5.83 ...
64.49 21.58 Upwork UPWK ... dd 24.54 +0.05 ... 0.30 0.19 WelsbachTechRt WTMAR ... ... .19 –0.06 ...
90.20 36.89 ScientificGames SGMS ... 34 62.63 +0.76 ... 176.66 105.45 Splunk SPLK ... dd 120.98 +6.28 ... 32.00 8.82 TenayaTherap TNYA ... dd 11.74 –1.20 ...
42.10 24.61 UrbanOutfitters URBN ... 9 26.81 +0.19 ... 29.46 18.86 Wendy's WEN 2.0 27 22.72 +0.01 .125
22.29 10.75 SciPlay SCPL ... 15 12.84 –0.22 ... 11.94 7.16 SpokHoldings SPOK 14.5 dd 8.60 –0.05 .3125 168.91 102.51 Teradyne TER .4 22 120.04 +5.21 .11
23.99 6.53 WerewolfTherap HOWL ... dd 7.46 +0.53 ...
19.95 0.62 ScopusBio SCPS ... dd .70 –0.10 ... 28.22 11.16 Sportradar SRAD ... ... 13.95 +1.30 ... 28.36 3.21 TernsPharm TERN ... dd 3.37 –0.46 ... 22.04 5.61 UroGenPharma URGN ... dd 6.00 –0.14 ...
8.62 2.54 Usio USIO ... dd 3.44 +0.16 ... 49.76 41.44 WernerEnterprises WERN 1.1 11 43.57 +0.24 .12
7.90 3.48 scPharm SCPH ... dd 5.25 +0.29 ... 18.05 9.73 SportsmansWrhs SPWH ... 6 11.06 +0.30 ... 30.04 24.14 TerritBanc TBNK 3.7 13 25.06 +0.03 .23
133.87 81.01 UtahMedProducts UTMD 1.2 23 92.87 +2.02 .29 39.87 30.21 WesBanco WSBC 3.6 10 36.90 +0.83 .33
10.00 9.88 ScreamingEagle SCRMU ... ... 9.95 +0.04 ... 11.16 9.99 SportsMapTech SMAPU ... ... 10.10 ... ... 1243.49 539.49 Tesla TSLA ... cc 809.87 –47.11 ...
2.03 0.75 UTStarcom UTSI ... dd .84 –0.02 ... 34.50 22.68 WestBancorp WTBA 3.4 10 29.39 –0.18 .25
24.78 16.00 ScrippsEW SSP ... 21 21.78 –0.23 ... 10.03 9.79 SportsMapTech SMAP ... ... 9.85 ... ... 8.46 5.08 TesscoTech TESS ... dd 6.19 +0.22 ...
5.82 0.82 Uxin UXIN ... dd 1.06 +0.03 ... 66.85 53.24 WestamericaBncp WABC 2.8 18 59.23 –0.69 .42
3.44 0.66 SeaChange SEAC ... dd 1.24 +0.18 ... 0.65 0.27 SportsMapTechWt SMAPW ... ... .36 –0.01 ... 192.91 116.01 TetraTech TTEK .5 34 157.08 +8.03 .20
10.08 9.95 WesternAcqn WAVSU ... ... 9.96 –0.03 ...
40.93 29.28 SeacoastBkgFL SBCF 1.4 17 36.80 –0.41 .13 47.05 93.26 54.27 TexasCapBcshs TCBI ... 14 66.33 +0.39 ...
91.57 SpringWorks SWTX ... dd 54.16 –1.44 ...

117.67 70.36
117.46
Seagate STX 2.7 13 104.90 –3.74 .70 31.31 20.95 SproutsFarmers SFM ... 12 29.19 +0.07 ... 202.26 161.04 TexasInstruments TXN 2.7 21 170.82 +4.08 1.15
.46
V 78.19
9.98
48.62
7.52
WesternDigital
WestNewEngBncp
WDC
WNEB
...
2.6
8
9
52.95
9.37
–2.58
+0.02
...
.06
192.79 Seagen SGEN ... dd 128.38 +8.12 ... 28.49 1.92 SpruceBio SPRB ... dd 2.27 +0.14 ... 110.75 76.65 TexasRoadhouse TXRH 2.0 27 93.31 +3.88
10.83 1.36 WestportFuelSys WPRT ... 18 1.52 –0.01 ...
10.56 9.85 SeaportCalibre SCMAU ... ... 10.02 ... ... 163.08 62.09 StaarSurgical STAA ... cc 76.74 +10.51 ... 33.36 19.55 TheBancorp TBBK ... 16 29.35 +0.05 ... 2.38 0.79 VEON VEON ... 4 .80 –0.55 ... 25.50 17.55 WeycoGroup WEYS 3.8 16 25.00 +0.62 .24
0.55 0.29 SeaportCalibreMtls SCMAW ... ... .29 –0.01 ... 11.04 2.79 Stagwell STGW ... dd 7.48 +0.16 ... 1.70 0.18 TherapeuticsMD TXMD ... dd .22 –0.02 ... 10.02
10.18 VMG Consumer VMGAU ... ... 10.03 –0.01 ... 51.00 28.33 Willdan WLDN ... dd 31.12 +0.26 ...
10.25 9.93 SeaportGlblAcqnII SGIIU ... ... 10.00 +0.03 ... 32.00 12.74 StarBulkCarriers SBLK 13.4 5 31.76 +2.40 2.00 22.74 6.10 TheravanceBio TBPH ... dd 10.24 +0.63 ... 10.29 9.82 VMGConsumerA VMGA ... ... 9.85 –0.02 ... 47.78 31.71 WillisLease WLFC ... dd 34.90 –0.60 ...
11.00 9.67 SeaportGlblAcqnII SGII ... ... 9.87 +0.01 ... 4.67 1.11 StarEquity STRR ... dd 1.22 ... ... 24.54 7.95 TheseusPharm THRX ... ... 9.98 –1.23 ... 0.60 0.43 VMGConsumerWt VMGAW ... ... .45 +0.01 ... 271.87 199.78 WillisTowers WTW 1.5 7 223.63 –1.98 .82
0.60 0.31 SeaportGlbAcqnIIWt SGIIW ... ... .35 –0.02 ... 126.32 87.25 Starbucks SBUX 2.1 25 92.58 –0.76 .49 30.50 22.09 ThirdCoastBcshs TCBX ... 20 23.14 –0.38 ... 40.00 6.22 VNET VNET ... dd 7.20 –0.32 ... 10.13 2.32 WiMiHologram WIMI ... dd 2.58 –0.02 ...
22.97 10.76 SeaSpine SPNE ... dd 12.63 +1.16 ... 51.90 16.40 StateAutoFin STFC .8 32 51.89 +0.13 .10 4.66 0.72 36Kr KRKR ... dd .85 –0.03 ... 24.77 8.51 VOXX Intl VOXX ... dd 10.93 –0.75 ... 187.35 112.49 Wingstop WING .5 98 140.08 –10.22 .17
3.05 0.29 SecooHolding SECO ... ... .33 –0.02 ... 2.45 0.47 StealthBioTher MITO ... dd .55 –0.02 ... 10.13 4.34 ThorneHealthtech THRN ... dd 4.72 –0.18 ... 65.42 36.66 VSE VSEC .8 69 47.95 +0.32 .10 277.99 176.49 Winmark WINA .8 22 233.98 +13.56 .45
26.89 12.78 SecureWorks SCWX ... dd 15.26 +0.94 ... 2.86 1.91 StealthGas GASS ... 27 2.08 +0.13 ... 34.43 18.27 Thoughtworks TWKS ... dd 22.91 +1.72 ... 7.97 0.46 VyneTherap VYNE ... dd .54 –0.01 ... 105.56 65.66 WintrustFin WTFC 1.4 13 98.84 +0.03 .34
10.20 7.34 SecurityNatFin SNFCA ... 5 9.76 –0.10 ... 74.37 40.61 SteelDynamics STLD 1.5 4 69.01 +5.06 .26 31.86 6.78 ThredUp TDUP ... ... 8.14 +0.11 ... 11.00 5.56 Vacasa VCSA ... ... 7.77 –0.07 ... 7.38 5.23 WisdomTreeInvs WETF 2.1 20 5.76 +0.15 .03
57.87 11.18 Seer SEER ... dd 14.76 +1.96 ... 45.00 16.01 360DigiTech QFIN 1.4 4 19.96 –0.09 .27 17.99 6.44 Vaccitech VACC ... ... 6.44 –2.70 ...
55.19 28.52 StepStone STEP 1.7 9 34.85 +0.28 .15 22.40 2.81 WISeKey WKEY ... dd 3.24 +0.03 ...
5.28 1.64 SelectaBiosci SELB ... dd 1.91 –0.06 ... 53.25 10.20 10.03 ThriveAcqn THACU ... ... 10.05 ... ... 9.95 9.85 VahannaTechI A VHNA ... ... 9.91 –0.01 ...
79.97 Stericycle SRCL ... cc 57.82 –0.24 ... 361.62 77.64 Wix.com WIX ... dd 88.10 +1.98 ...
91.46 67.15 SelectiveIns SIGI 1.3 13 83.71 +5.12 .28 28.99 17.27 SterlingCheck STER ... dd 20.84 –0.16 ... 12.97 9.83 ThriveAcqnA THAC ... ... 9.95 +0.01 ... 0.50 0.27 VahannaTechI Wt VHNAW ... ... .36 –0.01 ... 130.75 101.28 Woodward WWD .6 41 122.96 +2.62 .19
21.48 2.80 Sema4 SMFR ... dd 3.44 +0.02 ... 0.65 0.23 ThriveAcqnWt THACW ... ... .29 +0.06 ... 15.10 11.66 ValleyNatlBncp VLY 3.1 12 14.01 –0.33 .11
32.14 19.20 SterlingCnstr STRL ... 15 29.02 –0.49 ... 307.81 205.90 Workday WDAY ... cc 225.23 +10.76 ...
9.00 0.47 Sema4Wt SMFRW ... ... .69 –0.04 ... 51.56 33.56 StevenMadden SHOO 2.0 24 42.88 +0.81 .21 10.00 9.77 ThunderBridgeIV THCPU ... ... 9.80 –0.06 ... 67.84 24.16 Valneva VALN ... dd 33.41 –0.20 ... 265.75 120.55 WorldAcceptance WRLD ... 17 200.06 –11.01 ...
10.21 10.05 SemperParatus LGSTU ... ... 10.09 +0.01 ... 82.18 10.82 StitchFix SFIX ... dd 12.50 –0.29 ... 16.84 9.55 ThunderBridgeIV A THCP ... ... 9.65 –0.05 ... 21.86 10.60 VandaPharm VNDA ... 19 11.18 –2.23 ... 10.75 9.04 WorldwideWebb WWACU ... ... 9.96 –0.01 ...
10.38 9.75 SemperParatusA LGST ... ... 9.94 +0.01 ... 67.40 45.92 StockYardsBncp SYBT 2.1 18 53.97 –1.08 .28 31.34 5.15 TilrayBrands TLRY ... dd 6.06 –0.33 ... 32.65 20.18 VarexImaging VREX ... 40 24.01 +0.45 ... 9.82 9.70 WorldwideWebbA WWAC ... ... 9.77 –0.04 ...
0.51 0.35 SemperParatusWt LGSTW ... ... .36 ... ... 30.75 26.68 TimberlandBncp TSBK 3.1 9 27.94 +0.37 .22 73.46 32.11 VaronisSystems VRNS ... dd 41.53 +2.05 ...
64.14 16.62 StokeTherap STOK ... dd 19.61 +0.68 ... 0.60 0.42 WorldwideWebbWt WWACW ... ... .42 –0.02 ...
94.92 57.97 Semtech SMTC ... 44 70.65 +0.83 ... 90.30 9.62 StoneCo STNE ... dd 11.42 +0.71 ... 38.58 23.62 TitanMachinery TITN ... 15 28.59 –2.03 ... 3.04 1.13 VascularBiogenics VBLT ... dd 1.37 –0.02 ... 143.88 76.03 WynnResorts WYNN ... dd 87.77 –5.38 ...
62.37 41.54 SenecaFoods A SENEA ... 8 50.20 +0.28 ... 77.32 52.31 StoneX SNEX ... 11 76.12 –0.68 ... 29.18 20.95 TivityHealth TVTY ... 11 26.74 +1.10 ... 14.25 2.20 VastaPlatform VSTA ... dd 5.70 +0.11 ...
61.96 44.00 SenecaFoods B SENEB ... 7 48.83 –1.26 ... 3.32 0.53 TizianaLife TLSA ... dd .67 ... ...
17.88 3.45 SenseiBiotherap SNSE ... dd 3.76 –0.35 ...
42.83
94.24
17.82
48.01
Stratasys
StrategicEd
SSYS
STRA
...
4.0
dd
37
24.18
60.74
–1.67
+8.99
...
.60 1.59 0.15 TonixPharm TNXP ... dd .18 ... ...
28.30
22.77
15.51
4.55
Vaxcyte
Vaxxinity
PCVX
VAXX
...
...
dd
dd
22.60
5.02
+2.22
–0.30
...
... XYZ
5.97 2.34 SenstarTech SNT .0 7 2.59 –0.05 1.725 57.97 31.89 Strattec STRT ... 14 37.89 –0.71 ... 10.16 6.17 Torm TRMD ... dd 7.77 +0.04 ... 37.70 2.74 VectivBio VECT ... dd 5.77 +0.24 ...
15.50 5.10 SeraPrognostics SERA ... dd 5.67 –1.29 ... 42.86 23.20 StratusProp STRS ... dd 38.47 +1.46 ... 47.50 24.81 TowerSemi TSEM ... 34 46.86 –0.08 ... 32.40 19.92 VeecoInstr VECO ... 58 27.92 +1.01 ... 41.99 19.08 XOMA XOMA ... dd 22.19 +2.06 ...
25.06 5.41 SeresTherap MCRB ... dd 8.25 +0.20 ... 35.80 7.26 StrongholdDig SDIG ... ... 10.57 +0.28 ... 34.79 27.93 TowneBank TOWN 2.6 11 31.36 +0.04 .20 17.20 3.13 VelodyneLidar VLDR ... dd 3.78 –0.36 ... 53.08 25.82 XP XP ... 28 32.35 –1.82 ...
15.39 7.53 ServiceProperties SVC .5 dd 8.61 –0.44 .01 28.00 21.00 SummitFin SMMF 2.7 8 27.08 –0.04 .18 239.86 148.43 TractorSupply TSCO 1.8 23 200.67 –13.51 .92 6.10 0.60 VelodyneLidarWt VLDRW ... ... 1.44 +0.03 ... 20.25 9.10 XBiotech XBIT .0 dd 9.86 +0.12 2.50
1.81 0.93 ServiceSource SREV ... dd 1.27 +0.10 ... 20.00 11.83 SummitStateBk SSBI 2.9 7 16.37 –0.20 .12 114.09 46.71 TradeDesk TTD ... cc 83.63 +5.58 ... 26.00 9.50 VentyxBiosciences VTYX ... ... 11.53 +1.23 ... 4.15 0.95 XcelBrands XELB ... dd 1.21 –0.07 ...
6.04 0.56 SesenBio SESN ... dd .63 –0.04 ... 8.70 1.88 SummitTherap SMMT ... dd 2.48 +0.45 ... 102.33 66.50 Tradeweb TW .4 76 82.83 +2.16 .08 3.37 1.17 VenusConcept VERO ... dd 1.58 –0.03 ... 72.94 57.23 XcelEnergy XEL 2.9 23 67.23 +1.23 .4875
10.15 10.00 7Acqn SVNAU ... ... 10.09 +0.02 ... 31.99 10.40 SumoLogic SUMO ... dd 11.97 +0.38 ... 17.18 8.21 TransActTechs TACT ... dd 9.03 –0.50 ... 13.62 7.28 VeraBradley VRA ... 13 7.75 –0.05 ... 51.55 30.12 Xencor XNCR ... dd 31.62 –0.38 ...
9.97 9.80 7AcqnA SVNA ... ... 9.86 +0.01 ... 44.13 23.42 SunCountryAir SNCY ... 20 27.63 –0.05 ... 101.05 43.74 Transcat TRNS ... 50 76.41 +0.22 ... 37.11 11.30 VeraTherap VERA ... dd 22.95 +1.11 ... 36.42 14.65 XenonPharms XENE ... dd 31.04 –0.28 ...
0.62 0.41 7AcqnWt SVNAW ... ... .42 –0.01 ... 16.00 4.22 SunOpta STKL ... dd 5.45 +0.67 ... 7.00 1.95 TransCodeTherap RNAZ ... dd 2.18 –0.02 ... 64.83 22.00 Veracyte VCYT ... dd 26.93 +1.60 ... 5.80 1.77 XerisBiopharma XERS ... dd 2.40 –0.04 ...
59.92 0.88 17Educ&Tech YQ ... dd 1.47 –0.07 ... 38.49 14.00 SunPower SPWR ... dd 16.81 +1.12 ... 49.50 10.00 TransMedics TMDX ... dd 17.07 +2.70 ... 4.93 1.09 Verastem VSTM ... dd 1.23 –0.02 ... 26.96 17.59 Xerox XRX 5.0 dd 20.06 –1.76 .25
11.45 2.72 Sharecare SHCR ... dd 3.16 +0.12 ... 68.88 18.61 SunRun RUN ... dd 24.64 +3.08 ... 64.58 22.00 TravelCenters TA ... 11 43.72 +3.31 ... 54.74 41.46 VerintSystems VRNT ... dd 50.04 –0.91 ... 27.95 8.52 XilioTherap XLO ... dd 13.15 –0.41 ...
2.49 0.38 SharecareWt SHCRW ... ... .43 ... ... 47.99 32.05 SuperMicroComp SMCI ... 17 40.17 +1.01 ... 19.83 8.11 Travelzoo TZOO ... 26 9.26 –0.39 ... 257.03 184.60 VeriSign VRSN ... 31 214.19 +5.97 ... 97.57 40.11 Xometry XMTR ... dd 46.35 +1.84 ...
43.38 4.42 ShattuckLabs STTK ... dd 5.14 +0.29 ... 29.33 19.27 SuperiorGroup SGC 2.3 9 20.81 +0.81 .12 31.65 12.75 TravereTherap TVTX ... dd 26.85 –1.26 ... 231.57 159.79 VeriskAnalytics VRSK .7 44 179.54 –9.76 .31 11.79 1.92 Xos XOS ... dd 2.27 ... ...
61.53 21.14 ShenandoahTel SHEN .3 1 22.39 +0.82 .07 34.50 23.15 SupernusPharms SUPN ... 21 30.97 –1.93 ... 37.17 15.00 TreaceMed TMCI ... dd 20.99 +1.42 ... 45.36 27.28 Veritex VBTX 2.0 14 40.15 –0.05 .20 2.95 0.16 XosWt XOSWW ... ... .31 +0.03 ...
39.98 11.19 ShoalsTech SHLS ... cc 14.23 +1.81 ... 9.79 3.10 SurfaceOncol SURF ... 12 3.62 +0.36 ... 19.57 6.61 TreanInsurance TIG ... 15 7.12 +0.34 ... 40.22 13.06 Veritone VERI ... dd 16.77 +0.71 ... 25.03 15.72 Xperi XPER 1.2 dd 17.10 +0.69 .05
249.73 91.47 ShockwaveMed SWAV ... dd 175.59 +28.10 ... 2.77 0.28 Surgalign SRGA ... dd .31 –0.04 ... 23.76 12.25 TremorIntl TRMR ... ... 15.74 +2.07 ... 9.46 3.66 VeronaPharma VRNA ... dd 5.64 –0.21 ... 9.65 1.61 Xunlei XNET ... 18 1.72 –0.02 ...
46.21 23.64 ShoeCarnival SCVL .9 6 30.23 –0.58 .07 69.58 35.65 SurgeryPartners SGRY ... dd 52.01 +3.84 ... 3.02 0.46 TreviTherap TRVI ... dd .54 +0.04 ... 18.42 7.10 VerricaPharm VRCA ... dd 8.06 +0.16 ... 39.82 6.50 Y-mAbsTherap YMAB ... dd 8.91 +1.14 ...
23.19 14.85 ShoreBancshares SHBI 2.3 17 21.04 –0.02 .12 62.27 36.24 Surmodics SRDX ... cc 44.81 +1.43 ... 10.92 3.55 Tricida TCDA ... dd 8.33 –1.59 ... 14.30 10.30 VersaBank VBNK .7 15 11.30 –0.34 .0196 87.11 14.11 Yandex YNDX ... dd 18.94 –25.81 ...
54.50 31.07 Shyft SHYF .5 26 41.12 –3.14 .05 25.89 8.01 SutroBioph STRO ... dd 8.88 +0.41 ... 51.66 38.37 TriCoBancshares TCBK 2.3 11 44.05 –0.31 .25 33.95 12.21 Vertex VERX ... ... 13.31 +0.11 ... 15.24 4.86 Yellow YELL ... dd 9.38 –0.20 ...
9.14 2.43 Sientra SIEN ... dd 2.84 +0.01 ... 10.20 9.03 SwiftmergeAcqn IVCPU ... ... 9.95 ... ... 38.72 27.86 TriMas TRS .5 21 32.86 +0.17 .04 254.93 176.36 VertxPharm VRTX ... 26 230.30 +0.69 ... 53.77 40.70 YorkWater YORW 1.8 34 43.86 +0.55 .1949
29.42 22.40 SierraBancorp BSRR 3.4 10 27.12 +0.40 .23 11.37 9.67 SwiftmergeA IVCP ... ... 9.70 ... ... 96.49 62.32 Trimble TRMB ... 36 69.89 +1.54 ... 78.00 24.75 VerveTherap VERV ... dd 30.76 +4.00 ... 3.15 0.50 Yunji YJ ... ... 1.02 +0.03 ...
35.86 14.46 SierraOncology SRRA ... dd 30.80 –0.91 ... 0.40 0.17 SwiftmergeWt IVCPW ... ... .17 –0.14 ... 6.10 1.02 TrinityBiotech TRIB ... dd 1.05 –0.10 ... 12.35 9.38 ViaRenewables VIA 6.4 13 11.38 –0.01 .1813 181.92 39.75 ZaiLab ZLAB ... ... 54.06 –5.27 ...
20.94 13.10 SierraWireless SWIR ... dd 18.45 +3.60 ... 18.20 8.26 Synalloy SYNL ... 47 16.84 –0.44 ... 18.50 13.46 TrinityCapital TRIN 7.2 5 17.45 –0.16 .36 62.84 6.10 ViantTech DSP ... dd 8.07 +0.26 ... 36.95 14.00 ZealandPharma ZEAL ... dd 15.50 –0.19 ...
42.57 13.03 SightSciences SGHT ... dd 16.67 +0.79 ... 299.39 114.05 Synaptics SYNA ... 65 227.63 +9.10 ... 45.19 21.40 Trip.com TCOM ... 13 26.96 –1.61 ... 68.76 39.13 ViaSat VSAT ... cc 43.50 –0.45 ... 615.00 385.34 ZebraTech ZBRA ... 27 418.07 –2.24 ...
30.70 1.32 SigilonTherap SGTX ... dd 1.42 –0.06 ... 4.73 1.55 Synchronoss SNCR ... dd 1.64 –0.20 ... 64.95 23.52 TripAdvisor TRIP ... dd 26.39 –1.58 ... 16.29 11.96 Viatris VTRS 3.3 dd 14.54 –0.17 .12 87.19 37.27 ZentalisPharm ZNTL ... dd 51.32 +3.66 ...
10.05 9.95 SignalHillAcqn SGHLU ... ... 9.96 ... ... 25.68 13.02 SyndaxPharm SNDX ... dd 15.82 –0.62 ... 34.55 18.36 TriStateCapital TSC ... 17 33.88 +1.05 ... 18.14 14.68 ViaviSolutions VIAV ... dd 16.37 –0.21 ... 135.00 94.00 ZiffDavis ZD ... 10 100.82 –5.83 ...
374.76 206.00 SignatureBank SBNY .6 23 349.99 +14.74 .56 104.18 69.53 SyneosHealth SYNH ... 36 80.26 +1.27 ... 19.75 6.42 TritiumDCFC DCFC ... ... 7.62 –0.51 ... 164.76 73.69 Vicor VICR ... 57 74.98 –20.20 ... 178.53 44.08 Zillow A ZG ... dd 57.95 –2.85 ...
35.00 17.50 SilenceTherap SLN ... dd 18.30 –0.69 ... 5.10 1.39 Synlogic SYBX ... dd 1.89 –0.08 ... 3.88 0.96 TritiumDCFC Wt DCFCW ... ... 1.63 –0.08 ... 43.09 23.01 VictoryCapital VCTR 2.1 9 33.17 –0.38 .25 170.19 44.80 Zillow C Z ... dd 57.79 –3.02 ...
45.83 37.10 SilganHoldings SLGN 1.5 13 42.15 –0.27 .16 377.60 217.69 Synopsys SNPS ... 54 311.15 +23.52 ... 136.01 69.02 TriumphBancorp TBK ... 23 98.39 +3.45 ... 16.28 8.58 VidlerWater VWTR ... 24 11.97 –0.17 ... 11.70 9.84 ZimmerEnergy ZTAQU ... ... 9.86 –0.05 ...
52.75 36.02 Silicom SILC ... 28 42.09 –0.02 ... 5.82 1.82 SyprisSolutions SYPR ... 51 2.49 +0.43 ... 5.38 1.92 trivago TRVG ... 68 2.25 –0.23 ... 10.08 1.89 View VIEW ... ... 2.42 –0.38 ... 9.90 9.58 ZimmerEnerA ZT ... ... 9.70 ... ...
211.98 120.15 SiliconLab SLAB ... dd 153.76 +2.60 ... 9.81 1.12 SyrosPharm SYRS ... dd 1.28 –0.15 ... 6.22 3.00 TrueCar TRUE ... 5 3.34 –0.20 ... 2.30 0.17 ViewWt VIEWW ... ... .19 –0.15 ... 2.60 0.41 ZimmerEnerWt ZTAQW ... ... .55 +0.01 ...
96.89 56.06 SiliconMotion SIMO 2.3 13 73.93 –1.91 .50 158.25 69.74 Trupanion TRUP ... dd 88.63 +10.96 ... 8.25 3.48 ViewRay VRAY ... dd 4.14 +0.47 ... 50.40 25.00 ZimVie ZIMVV ... ... 38.00 –6.20 ...
67.49 27.21 SilkRoadMed SILK ... dd 35.57 +5.05 ... 41.47 29.78 TrustcoBank TRST 4.1 11 34.00 –0.28 .35 18.27 10.52 VigilNeurosci VIGL ... ... 15.28 –0.62 ... 75.44 47.06 ZionsBancorp ZION 2.1 10 70.99 +0.27 .38
15.40 13.30 SilverSpikeInvt SSIC ... dd 14.00 –0.15 ... TU 36.31 28.81 Trustmark TRMK 2.9 14 32.09 +0.03 .23 7.20 3.04 VikingTherap VKTX ... dd 3.43 +0.03 ... 26.57 11.03 Zogenix ZGNX ... dd 26.10 –0.02 ...
63.41 3.77 SilverbackTherap SBTX ... dd 4.54 +0.66 ... 14.71 4.05 TScanTherap TCRX ... ... 4.21 –0.77 ... 26.31 21.25 VillageSuper A VLGEA 4.3 14 23.02 +0.11 .25 440.00 114.26 ZoomVideo ZM ... 33 125.32 –1.64 ...
18.21 13.17 SilvercrestAsset SAMG 4.3 13 15.90 –0.87 .17 14.44 12.20 TCG BDC CGBD 9.1 5 14.04 +0.29 .08 5.28 0.80 Tuniu TOUR ... dd 1.07 –0.10 ... 58.00 9.20 Vimeo VMEO ... dd 12.80 +0.17 ... 79.17 37.86 ZoomInfoTech ZI ... cc 55.46 +2.92 ...
33.43 25.84 SimmonsFirstNat SFNC 2.7 12 28.61 –0.16 .19 29.13 2.43 TCR2 Therap TCRR ... dd 2.86 +0.20 ... 123.58 28.06 TurningPtTherap TPTX ... dd 31.45 –0.91 ... 18.67 9.65 VinciPartners VINP 3.6 18 12.91 ... .30 5.91 1.00 Zovio ZVO ... dd 1.11 –0.01 ...
74.04 35.18 SimulationsPlus SLP .6 78 38.99 +1.09 .06 17.32 11.03 TelaBio TELA ... dd 12.35 +0.55 ... 38.70 17.03 TurtleBeach HEAR ... 15 24.23 +2.72 ... 13.48 7.61 VintageWineEstates VWE ... dd 8.06 –0.24 ... 376.11 157.03 Zscaler ZS ... dd 221.85 –33.37 ...
39.60 22.44 SinclairBroadcast SBGI 3.7 dd 27.39 –0.34 .25 18.48 5.09 TFF Pharm TFFP ... dd 6.86 +0.61 ... 79.84 14.17 TuSimple TSP ... dd 17.06 +1.72 ... 14.92 1.81 ViomiTech VIOT ... 5 1.93 –0.15 ... 55.10 36.33 Zumiez ZUMZ ... 9 44.56 +0.58 ...
33.37 5.93 SingularGenomics OMIC ... dd 8.25 +1.08 ... 22.54 16.32 TFS Fin TFSL 6.5 68 17.34 +0.25 .2825 13.68 3.85 23andMe ME ... dd 4.23 –0.21 ... 29.19 14.24 ViperEnergyPtrs VNOM 6.6 36 28.49 +2.28 .47 52.00 3.39 Zymergen ZY ... dd 3.96 +0.03 ...
3.09 0.59 SioGeneTherap SIOX ... dd .68 +0.04 ... 10.43 9.91 TGVentureAcqn TGVCU ... ... 10.04 –0.05 ... 16.20 8.13 TwinDisc TWIN ... dd 11.76 –0.67 ... 68.20 24.91 VirBiotech VIR ... dd 27.83 –2.30 ... 7.03 2.17 ZynerbaPharma ZYNE ... dd 2.31 –0.17 ...
7.29 5.75 SiriusXM SIRI 1.4 19 6.16 +0.13 .022 10.00 9.78 TGVentureAcqn TGVC ... ... 9.85 +0.01 ... 151.79 46.00 TwistBiosci TWST ... dd 54.98 +1.77 ... 16.82 2.18 ViractaTherap VIRX ... dd 2.85 –0.04 ... 16.26 5.62 Zynex ZYXI .0 26 6.55 –0.22 .10
341.77 75.81 SiTime SITM ... cc 203.44 +16.50 ... 0.52 0.23 TGVentureAcqnWt TGVCW ... ... .25 –0.03 ... 64.00 13.02 2seventybio TSVT ... ... 14.75 +0.31 ... 4.17 2.92 VircoMfg VIRC ... dd 3.03 +0.10 ... 11.69 5.57 Zynga ZNGA ... dd 9.18 +0.34 ...
Preferred Stock Listings

Includes preferred like and Net Net Net Net Net Net Net
repackaged securities Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg
Net FifthThirdPfdI .4141 6.3 26.23 0.04 XomaPfdB .5234 8.2 25.50 –0.16 BankofAmPfd4 .2556 4.5 22.68 0.03 DigitalRealtyPfK .3656 5.6 26.11 0.15 GlobalPtrsPfdB .5938 8.9 26.65 –0.05 NuSTAR PfdC .5625 9.2 24.50 –0.15 SouthernNts2020C .2625 4.7 22.35 0.09
Stock Div Yld Close Chg FifthThirdPfdK .3094 5.0 24.77 0.18 ZionsBancorpPfdG .3938 6.1 25.89 –0.15 BankofAmPfdE .2556 4.4 22.98 0.06 DigitalBrdgPfdH .4453 7.1 24.98 0.05 GlbShipNts24 .50 7.8 25.71 0.19 NuSTARLogNts .4214 6.7 24.99 –0.06 SouthernNts77 .3281 5.2 25.02 –0.13
FirstCitizenPfdC .3516 5.7 24.63 –0.08 ZionsBncpPfdA .25 4.5 22.43 –0.57 BankofAmPfdGG .375 5.8 25.91 0.06 DigitalBrdgPfdI .4469 7.1 25.01 0.24 GlShipLeasePfdB .5469 8.5 25.75 –0.01 OaktreeCapPfdA .4141 6.3 26.12 –0.13 SpecialOppsPfdC .1719 2.8 24.88 0.03
NYSE AMER FirstCitizensPfdA .3359 5.4 24.94 –0.06 BankofAmPfdHH .3672 5.7 25.80 –0.04 DigitalBrdgPfdJ .4453 7.1 25.10 0.15 GlobeLifeDeb2061 .2656 4.6 23.15 1.05 OaktreeCapPfdB .4094 6.2 26.27 –0.14 SpirePfdA .3688 5.8 25.33 –0.15
BancroftFdPfdA .3359 5.4 25.01 –0.31
FirstGuarantyPfdA .4219 6.5 26.00 –0.25 NYSE BankofAmPfdKK .3359 5.2 25.64 0.14 DillardsCapPfd .4688 7.1 26.35 0.35 GoldmanSachsPfA .2396 4.3 22.19 –0.56 PNC Fin PfdP .3828 6.1 25.28 0.08 SpiritRealtyPfdA .375 6.0 24.89 –0.10
FirstInternetNt29 .375 5.8 25.76 0.11 BankofAmPfdL .2556 4.5 22.75 –0.02 DriveShackPfdB .6094 9.9 24.67 –0.03 GoldmanSachsPfC .2556 4.6 22.25 0.05 PSBusParksPfdX .3281 5.3 24.73 0.25 StateStreetPfdD .3687 5.8 25.58 –0.29
BluerockREITPfdC .4766 7.5 25.46 0.05 AcresCmclPfdC .5391 8.6 25.17 –0.40
Franchise7.5%PfdA .4688 7.4 25.51 –0.16 BankofAmPfdL 18.125 5.5 1329.00 14.00 DriveShackPfdD .5234 8.4 24.79 0.29 GoldmanSachsPfD .2556 4.5 22.52 –0.03 PSBusParksPfdY .325 5.2 24.93 0.37 StateStreetPfdG .3343 5.1 26.26 –0.04
BluerockResPfD .4453 7.0 25.32 –0.04 ACRESCmclPfdD .4922 8.0 24.47 –0.50
FultonFinlPfdA .3203 5.4 23.63 –0.15 BankofAmPfdLL .3125 5.0 24.83 0.25 DuPont pfA .875 4.1 85.29 –0.58 GoldmanSachsPfJ .3438 5.4 25.59 0.01 PSBusParksPfdZ .3047 5.3 23.16 –0.06 SteelPtrsPfdA .375 6.3 23.93 0.24
cbdMD PfdA .0667 17.1 4.68 0.55 AG Mortgage PfdC .50 8.9 22.56 –1.17
GarrettMotionPfdA ... 8.05 0.08 BankofAmPfdPP .2578 4.8 21.36 0.08 DuPont pfB 1.125 4.7 96.00 0.67 GoldmanSachsPfK .3984 6.0 26.43 0.02 PartnerRePfdJ .3047 5.1 23.69 –0.22 StifelFinlPfdB .3906 6.1 25.80 –0.18
EllsworthPfdA .3281 5.2 25.04 –0.32 AG Mortgage PfdB .50 8.7 23.10 –0.90
GladstonePfdE .138 6.5 25.32 –0.09 BankofAmPfdQQ .3276 4.9 21.57 –0.16 DukeEnerDeb78 .3516 5.4 26.15 0.15 GranitePointPfdA .151 2.4 24.86 ... PebblebrookPfdE .3984 6.6 24.02 0.25 StifelFinlPfdC .3828 5.9 25.90 ...
GAMCOGlbGoldPfB .3125 5.0 24.90 0.03 AG Mortgage PfdA .5156 8.4 24.44 –0.36
GladstonePfdG .125 6.1 24.75 –0.15 BankofAmPfdSS ... 24.95 0.17 DukeEnergyPfdA .3594 5.4 26.42 0.46 GreatAjaxNts24 .4531 7.2 25.10 1.12 PebblebrookPfdF .3938 6.8 23.26 –0.34 StifelFinlPfdD .2813 5.4 20.98 0.13
GabelliPfdB .50 3.9 51.12 0.07 AT&T Nts 2066 .3344 5.3 25.07 –0.08
GladstoneNts2028 .3047 4.9 25.04 –0.17 BkofAmericaPfdNN .2734 4.9 22.25 0.27 DynagasLNG PfdB .5469 9.0 24.31 –0.16 GreenBrickPfdA ... 24.76 0.11 PebblebrookPfdG .3984 6.5 24.70 0.05 StifelFinNts47 .325 5.3 24.63 –0.24
GabelliPfdA .475 4.0 48.00 0.61 AT&T Nts 2067 .3516 5.5 25.45 –0.05
GladstonePfdB .125 5.7 26.20 0.25 BankHawaiiPfdA .2735 4.7 23.15 0.43 DynagasLNG PfdA .5625 9.1 24.75 –0.45 HartfordFinDeb42 .4922 7.7 25.41 –0.01 PebblebrookPfdH .3562 6.5 22.04 0.13 Strats Allst GJT .0217 1.3 20.46 –0.20
HowmetAeroPfd .9375 5.0 75.63 –0.62 AT&T PfdA .3125 5.4 22.97 –0.07
GladstonePfdD .1042 4.9 25.54 0.01 BectonDicknsnPfB .75 5.6 53.79 0.93 DynexCapPfdC .4313 7.0 24.80 –0.18 HartfordFinPfdG .375 5.7 26.14 –0.07 PA Reit Pfd D .4297 .0 7.10 3.10 Strats Dom GJP .0616 3.1 23.90 0.08
IndxPlus 03-1 .7565 5.6 27.00 0.27 AT&T PfdC .2969 5.5 21.76 –0.22
GreatElmNts24 .4108 6.5 25.20 0.02 BostonSciPfdA 1.375 4.7 117.86 4.86 EPR PropPfdC .3594 5.9 24.55 0.25 HeclaMiningPfB .875 5.9 59.50 1.20 PA Reit Pfd B .4609 .0 7.45 2.99 Strats GSG GJS .0213 1.2 21.35 –0.22
PG&E6%Cum.Pfd. .375 4.9 30.70 0.03 AXIS CapPfdE .3438 5.6 24.77 0.06
GreatElmNts25 .4266 6.8 25.19 –0.06 BraemarHtlsPfd .3438 7.2 19.16 0.16 EPR PropPfdE .5625 6.8 33.00 0.73 HerculesCapNts33 .3906 6.1 25.81 –0.24 PennREITPfdC .45 .0 7.25 2.84 Strats PG GJR .0154 .8 23.56 –0.49
PacGE pfB .3438 4.8 28.61 0.71 AberdeenIncmPfdA .3281 5.1 25.50 –0.35
GreatElmNts26 .3672 5.8 25.52 0.06 BraemarHtlsPfdD .5156 8.0 25.76 0.21 EPR PropPfdG .3594 6.2 23.34 –0.01 HershaHospPfdC .4297 7.3 23.60 0.07 PennyMacMtgPfA .5078 7.8 25.98 0.19 Strats USC GJH .3187 6.2 10.29 –0.08
PacGE pfC .3125 4.6 27.24 0.64 AegonNts2049 .3187 5.2 24.31 –0.35
GreenidgeGenNt ... 22.11 –0.09 BrookfieldBRP Nts .2891 5.8 20.06 –0.51 EaglePointPfdC .1354 6.5 25.01 –0.26 HershaHospPfdD .4063 7.5 21.55 –0.45 PennyMacPfdB .50 7.7 25.81 0.04 Strats WlMrt GJO .0146 .7 23.59 ...
PacGE pfE .3125 4.9 25.75 0.14 AffiliatedMgrDeb .3672 5.6 26.13 –0.11
HancockNts2060 .3906 6.0 26.00 –0.10 BrookfldBRP4.875Nt ... 22.09 –0.31 EaglePointNts28 .418 6.6 25.43 0.05 HershaHospPfdE .4063 7.5 21.55 –0.23 PennyMacPfdC .4219 7.2 23.30 –0.20 SummitHotelPfdE .3906 6.4 24.28 0.49
PacGE pfH .2813 4.6 24.30 –0.70 AffiliatedNts60 .2969 5.3 22.56 0.22
HarrowHlthNts26 .5391 8.3 26.07 –0.22 BrookfieldDTLAPf 2.25 .0 10.25 –0.32 EaglePointNts29 .3359 5.6 23.88 –0.18 HighlandIncmPfdA .3359 5.5 24.58 0.18 PitneyBowesNt43 .4187 7.7 21.62 –1.02 SummitHotelPfdF .3672 6.5 22.74 –0.51
PacGE pfI .2725 4.6 23.90 –0.13 AgreeRealtyPfdA .0885 5.3 20.09 –0.27
HlthcrTrAmerPfdA .4609 7.5 24.66 –0.39 BrookfieldFinNts .2813 5.4 20.66 –0.42 EaglePointNts31 .4219 6.5 25.78 –0.17 HoeghLNG PfdA .5469 9.6 22.69 –0.45 PPlus RRD-1 .7875 7.3 21.51 0.01 SunstoneHotelPfdI .3562 6.1 23.39 0.33
PlymouthREITPfdA .4688 7.3 25.72 –0.11 AirLeasePfdA .3844 6.1 25.28 –0.20
HeartlandPfdB .4375 6.6 26.70 –0.31 BrookfieldFinNts .2891 5.4 21.31 ... EaglePointPfdB .1615 7.8 24.99 –0.01 HorizonTechNts26 .3047 4.8 25.57 –0.12 PriorityIncmPfdD .4375 6.9 25.25 –0.08 SunstonePfdH .3828 6.2 24.76 –0.19
PowerREIT PfdA .4844 7.4 26.02 –0.09 AlabamaPwrPfdA .3125 4.9 25.38 0.20
HennessyAdvNts ... 25.50 0.18 BrookfieldNts2081 .3125 5.7 21.81 0.12 EaglePointPfdD .1406 6.8 24.77 –0.23 HudsonPacificPfdC ... 20.80 –0.10 PriorityIncmPfdF .4141 6.5 25.34 –0.19 SynchronyPfdA .3516 5.7 24.50 0.46
RegionalHlthPfdA ... 4.89 0.09 AlgonquinNt2079 .3875 5.8 26.64 –0.06
HovnanianPfdA .4766 .0 20.21 –1.07 BrookfldInfrPfdA14 .3125 5.9 21.07 –0.73 EaglePointPfdA .1042 5.0 25.04 –0.25 InnovativeIndPfdA .5625 7.2 31.43 0.41 PriorityIncmPfdG .3906 6.2 25.38 0.23 SynovusFinPfdD .3938 6.1 25.70 0.27
SachemNts2024 .4453 7.0 25.42 0.13 AlgonquinPwrNt .4297 6.5 26.49 –0.36
HuntingtonPfdH .2813 5.2 21.60 0.02 BrookfldInfrPfdA13 .3203 6.0 21.52 –0.65 ElPasoEngy pfC .5938 4.9 48.38 0.13 InpointCmclREPfdA .4594 7.5 22.58 –0.56 PriorityIncmPfdH .3792 6.1 25.00 –0.20 SynovusFinPfdE .3672 5.6 26.37 0.11
SachemNts2024 .4297 6.8 25.35 0.03 AllstateDeb .3187 5.0 25.37 –0.03
HuntingtonPfdI .3562 5.7 24.95 0.05 BrookfdRenewPfdA17 .3281 5.9 22.23 –0.23 EllingtonFinPfdA .4219 7.0 24.06 –0.59 IntlSeawaysNts23 .5313 8.2 26.01 0.01 PriorityIncmPfdI .3871 6.2 25.00 0.01 TPG RE FinPfdC .3906 7.0 22.44 –0.06
SachemNts2025 .4844 7.5 25.67 0.14 AllstatePfdG .3516 5.5 25.72 –0.23
II-VI 6% Pfd 3.00 4.1 289.22 –6.78 BrunswickNts2048 .4063 6.2 26.19 0.24 EllingtonFinlPfdB .204 6.4 24.55 0.35 InvescoMtgPfdB .4844 8.3 23.43 –0.14 PriorityIncmPfdK .4083 6.8 24.14 0.39 TeekayLNG PfdA .5625 8.8 25.43 0.12
SachemNts2026 .375 6.0 25.07 –0.25 iMediaBrandsNts ... 22.91 0.03 AllstatePfdH .3187 5.1 25.24 0.31 BrunswickNts2049 .3984 6.1 26.28 0.47 EnbridgeNts2078 .3984 6.0 26.39 –0.35 InvescoMtgPfdC .4688 7.9 23.71 0.39 PriorityIncmFdPfdJ .3792 6.1 24.88 –0.22 TeekayLNG PfdB .5313 8.3 25.53 –0.15
TellurianNts2028 .4641 8.9 23.10 0.60 LevelOnePfdB .4688 7.0 26.60 0.15 AllstatePfdI .2969 4.9 24.09 0.23 BrunswickNts2049 .4141 6.4 25.99 –0.06 EnerTransferPfdD .4766 7.8 24.50 –0.52 iStarPfdD .50 7.8 25.67 –0.07 ProspectCapPfdA .3344 6.6 20.23 ... Tele&DataPfdUU .4141 6.7 24.60 –0.25
LibertyBroadPfdA .4375 6.3 28.00 0.36 AltaEquipPfdA .625 9.3 27.00 –0.50 CMSEnerDeb78 .3516 5.6 25.33 –0.52 EnerTransferPfdE .475 7.8 24.39 –0.29 iStarPfdG .4781 7.5 25.50 –0.17 PrudentialNt58 .3516 5.5 25.73 –0.15 Tele&DataPfdVV .375 6.6 22.61 –1.01
NASDAQ LifeMD PfdA .6225 12.2 18.24 –0.01 AlteraIPfdB .5313 41.2 5.16 1.29 CMSEnerNts2078 .3672 5.6 26.01 –0.12 EnerTransferPfC .4609 7.9 23.48 –0.46 iStarPfdI .4688 7.3 25.80 0.11 PrudentialNts2060 .2578 4.5 22.83 0.20 TVA Parrs .1385 2.2 25.15 –0.10
MINDTech9%PfdA .5625 13.0 17.30 –0.20 AlteraPfdA .4531 36.5 4.96 1.26 CMSEnerNts2079 .3672 5.6 26.15 0.14 EntergyBds66 .3047 4.9 24.99 –0.12 JPMChasePfdEE .375 5.7 26.19 0.03 PublicStoragePfdL .2891 4.9 23.37 0.26 TVA Bds D .1334 2.1 25.46 0.16
AGNC InvPfdC .4375 7.1 24.49 0.16
NavientNts2043 .375 6.5 23.05 –0.45 AlteraPfdE .5547 41.6 5.34 1.54 CMSEngyPfdC .2625 4.9 21.64 0.11 EntergyLA Bds66 .3047 4.9 24.99 –0.19 JPMChasePfdJJ .2844 5.0 22.60 0.17 PublicStoragePfdN .2422 4.6 20.89 –0.33 TerraIncmVI Nts .4375 6.9 25.50 0.19
AGNC InvtPfdD .4297 7.0 24.50 –0.13
NecessityPfdA .4688 7.3 25.70 0.44 AmerEqInvLifePfB .4141 6.3 26.08 –0.42 CNOFinDeb2060 .3203 5.5 23.16 0.19 EntergyMS Bds .3063 4.9 25.13 0.05 JPMChasePfdLL .2891 5.1 22.83 –0.02 PublicStoragePfdR .3667 4.8 21.00 –0.35 TerraPropNts2026 .375 6.0 24.90 –0.20
AGNC InvtPfdE .4063 6.7 24.34 0.13
NecessityPfdC .4609 7.3 25.36 –0.04 AmerEqInvPfdA .3719 5.9 25.11 –0.40 CTORealtyPfdA .3984 6.2 25.59 0.57 EntergyBds66 .3438 5.5 25.18 –0.07 JPMorganPfdDD .3594 5.6 25.85 –0.11 PublicStoragePfdS .2249 4.8 21.31 –0.51 TextainerPfdA .4375 6.8 25.75 –0.54
AGNC InvtPfdF .3828 6.5 23.50 ...
NewYorkMtgPfdD .50 8.4 23.76 –0.80 AmerFinDeb2059 .3203 5.1 25.16 –0.04 CadenceBkPfdA .3438 5.5 25.22 –0.33 EntergyNOLA Bds .3125 5.0 24.97 –0.28 JPMorganPfdGG .2969 4.9 24.01 0.26 PublicStoragePfF .3219 5.1 25.03 0.14 TextainerPfdB .3906 6.3 24.73 0.04
AirTPfd .50 8.4 23.75 0.10
NewYorkMtgPfdE .4922 8.1 24.36 –0.47 AmerFinDeb2060 .3516 5.5 25.57 –0.22 CapitalOnePfdI .3125 5.3 23.71 0.29 EntergyTX PfdA .3359 5.4 25.00 0.03 JPMorganPfdMM .2625 4.9 21.41 0.02 PublicStoragePfG .3156 5.1 24.76 0.12 Tri-Cont Pfd .625 4.5 55.84 –0.06
ArchCapitalPfdF .3406 5.5 24.84 0.45
AmFinDeb .2813 4.9 22.93 0.12
NewYorkMtgPfdF .4297 7.5 22.79 –0.30 CapitalOnePfdJ .30 5.3 22.79 0.04 EquitablePfdA .3281 5.4 24.10 –0.28 KKR Pfd C .75 3.9 76.97 1.55 PublicStoragePfH .35 5.4 26.07 0.27 TritonIntlPfdA .5313 8.0 26.72 0.22
ArchCapitalPfdG .2844 5.1 22.15 –3.29
NewYorkMtgPfdG .2479 7.9 22.06 –0.32 AmFinDeb2059 .3672 5.7 25.97 –0.33 CapitalOnePfdK .2891 5.2 22.12 –0.16 EquitablePfdC .2688 5.1 21.21 0.18 KKR Nts 2061 .2891 5.1 22.76 0.05 PublicStoragePfI .3047 5.0 24.34 0.07 TritonIntlPfdB .50 7.5 26.78 0.44
ArgoBlockchainNts .5468 10.1 21.76 –1.74
NewtekNts2024 .3594 5.7 25.39 0.22 AmHomes4RentPfdF .3672 5.9 25.06 0.09 CapOneFinlPfdL .2734 5.2 21.20 –0.14 EquityCommonPfdD .4063 5.8 28.08 –0.62 KKRRealEstFinPfdA .4063 6.6 24.75 –0.15 PublicStoragePfJ .2937 5.0 23.71 0.12 TritonIntlPfdC .4609 7.0 26.35 0.30
AtlUnionPfdA .43 6.7 25.83 –0.48
NewtekNts2026 .3438 5.4 25.60 0.12 AmHomes4RentPfdG .3672 5.8 25.36 –0.09 CapOnePfdN .2656 5.0 21.17 –0.16 FNB PfdE .4533 6.9 26.24 0.14 KeyCorpPfdE .3828 5.6 27.11 –0.10 PublicStoragePfK .2969 4.9 24.23 0.34 TritonIntlPfdD .4297 6.7 25.64 0.01
AtlanticusNts26 ... 25.15 ...
NorthernTrPfdE .2937 4.8 24.65 0.32 AmHomes4RentPfdH .3906 6.0 25.84 ... CedarRealtyPfB .4531 7.1 25.41 0.25 FedAgricMtgPfdC .375 5.8 25.90 –0.40 KeyCorpPfdF .3531 5.4 25.99 0.13 PublicStoragePfM .2578 4.7 21.78 –0.04 TritonIntlPfdE .3594 6.0 23.91 0.23
AtlanticusPfdB .47 7.6 24.95 –0.10
OFSCapNts2028 .3197 4.9 25.20 –0.10 AIG PfdA .3656 5.6 26.05 –0.39 CedarRealtyPfC .4063 7.0 23.19 –0.04 FedAgricMtgPfdD .3562 5.6 25.32 0.09 KeyCorpPfdG .3516 5.4 26.23 0.38 PublicStoragePfP .25 4.8 20.97 –0.28 TruistFinlPfdO .3281 5.2 25.33 0.28
AtlasNts2027 .4453 7.0 25.55 –0.15
OceanFirstPfdA .4375 6.7 26.15 –0.25 AnnalyCapPfdF .4344 7.1 24.33 –0.07 CenterspacePfdC .4141 6.6 25.25 –0.01 FedAgricMtgPfdE .3594 5.6 25.65 0.33 KimcoRealtyPfdL .3203 5.2 24.41 0.16 PublicStoragePfQ .2469 4.7 21.00 –0.23 TruistFinPfdI .25 4.5 22.47 0.04
B.RileyNts2024 .4219 6.6 25.45 –0.03
OfficePropNts2050 .3984 6.4 25.05 –0.05 AnnalyCapPfdG .4063 7.0 23.23 –0.45 CentraisElBrasPf .1726 11.7 6.61 0.30 FedAgricPfdG .3047 5.0 24.14 0.48 KimcoRealtyPfdM .3281 5.4 24.45 0.25 PublicStoragePfdO .2438 4.7 20.60 –0.22 TruistFinlPfdR .2969 5.1 23.28 –0.16
B.RileyNts2025 .3984 6.3 25.29 –0.04 AnnalyCapPfdI .4219 6.9 24.60 –0.50
OldNatlBncpPfdA .4375 6.5 26.72 0.22 CharahNts2026 .5313 9.0 23.50 –0.07 FedAgricMtgPfdF .3281 5.2 25.11 0.11 LXP Ind Pfd C .8125 6.2 52.50 –0.98 QVC Nts 2068 .3906 6.7 23.34 0.19 TsakosEnergyPfdD .5469 9.1 24.14 –0.61
B.RileyNts2026 .3438 5.5 25.20 –0.16 ApolloAssetPfdA .3984 6.3 25.33 0.06
OldNatlBncpPfdC .4375 6.6 26.55 0.42 SchwabPfdD .372 5.9 25.42 0.09 FedRealtyInvPfdC .3125 5.2 24.11 0.21 CBTCS 04-6 .7931 11.5 27.61 1.27 QVC Nts2067 .3984 6.7 23.89 0.09 TsakosEnergyPfdE .5781 9.7 23.78 –0.88
B.RileyNts2028 .375 6.1 24.62 –0.02 ApolloAssetPfdB .3984 6.2 25.61 0.07
OntrakPfd .5938 26.7 8.88 –0.47 SchwabPfdJ .2783 4.8 23.13 0.26 FirstEagleAltNts26 .3125 5.0 25.11 –0.23 LumentFinPfdA .4922 7.7 25.48 –0.16 QwestNts2056 .4063 6.6 24.51 –0.35 TsakosEnergyPfdF .5938 9.9 23.97 –0.24
B.RileyPfdB .4609 7.0 26.27 0.03 AptivPfdA 1.375 3.6 153.18 –8.67
OxfordLaneNts2027 .3125 5.0 24.85 –0.10 ChathamLodgPfd .4141 7.0 23.50 –0.80 FirstHorizonPfdB .8281 6.3 26.18 –0.32 MFAFinPfdB .4688 7.5 25.16 0.33 QwestNts2057 .4219 6.7 25.14 0.15 TwoHarborsPfdA .5078 8.0 25.23 0.08
BRileyFinlNt2026 .1979 5.0 24.81 0.14 ArborRealtyPfdD .3984 6.8 23.32 –0.18
OxfordLaneNts2031 .4219 6.5 25.94 ... CherryHillPfdA .5125 8.1 25.34 –0.07 FirstHorizonPfdC .4125 6.2 26.44 0.27 MFAFin6.5%PfdC .4063 7.1 23.00 0.45 RLJLodgingPfdA .4875 7.3 26.70 0.10 TwoHarborsPfdB .4766 7.9 24.00 –0.21
BRileyFinlPfdA .4297 6.7 25.69 0.14 ArborRltyPfdF .4688 6.4 24.42 0.22
OxfordLanePfd2024 .1406 6.7 25.29 0.07 CherryHillPfdB .5156 8.4 24.55 –0.45 FirstHorizonPfdD .7625 5.9 25.91 0.06 MaidenNts43 .4844 9.1 21.39 0.74 RPTRealtyPfdD .9063 6.3 57.26 –0.19 TwoHarborsPfdC .4531 7.7 23.60 –0.05
B.RileyNts2028 .3063 5.5 23.75 –0.33 ArborRealtyPfdE .3906 6.8 22.91 –0.14
OxfordLanePfd2027 .1302 6.2 25.10 –0.02 ChimeraInvPfdA .50 7.9 25.20 0.13 FirstHorizonPfdE .4063 6.3 25.85 –0.53 MaidenNts46 .4141 9.0 18.46 –0.33 ReadyCapNts2023 .4375 6.7 26.07 0.05 UMH PropPfdC .4219 6.7 25.15 0.06
BRileyFin6.50%SrNt .4063 6.3 25.65 0.28 ArcelorMittalNts .3438 1.9 73.60 2.86
OxfordLanePfd2029 .125 6.0 24.92 0.01 ChimeraInvPfdB .50 8.0 24.92 0.08 FirstHorizonPfdF .2937 5.4 21.68 –0.21 MaidenPfdC .4453 .0 11.53 –0.05 ReadyCapNts2026 .3875 6.1 25.30 –0.16 UMH PropPfdD .3984 6.3 25.24 –0.05
BFC Cap Pfd .45 6.6 27.25 –0.99 ArgoGoupPfdA .4375 6.8 25.77 –0.38
OxfordSquareNt24 .4063 6.4 25.35 0.03 ChimeraInvPfdD .50 8.1 24.65 0.03 FirstRepBkPfd .2937 5.1 22.85 0.05 MaidenPfdD .4187 .0 9.50 –0.70 ReadyCapNts2026 .3594 5.7 25.25 –0.17 US BancorpPfdA 8.9444 4.3 823.00 0.73
BankOZKPfdA .32 5.3 21.66 0.40 ArgoGroupNts42 .4063 6.4 25.43 0.05
OxfordSquareNt26 .3906 6.2 25.21 –0.19 ChimeraPfdC .4844 7.8 24.74 0.24 FirstRepBkPfdH .3203 5.2 24.80 0.13 MaidenPfdA .5156 .0 8.17 –0.05 ReadyCapPfdC .3906 6.7 23.48 0.18 US BancorpPfdB .2236 4.2 21.28 0.41
BlueknightEnerA .1787 8.4 8.49 –0.06 ArlingtonAssetPfB .4375 7.2 24.45 0.08
OxfordSquareNts28 .3438 5.5 25.15 0.04 CitigroupPfdJ .4453 6.6 26.90 0.14 FirstRepBkPfdI .3438 5.4 25.67 –0.04 MechelPfd .008 1.6 1.20 –0.84 ReadyCapPfdE .4063 6.9 23.39 –0.11 US BancorpPfdK .3438 5.2 26.23 0.12
BrighthouseDeb58 .3906 6.1 25.56 0.23 ArlingtonAssetPfC .5156 8.3 24.90 0.02
ParamountPfdA 1.4375 10.9 52.86 1.86 CitigroupPfdK .4297 6.5 26.42 0.02 FirstRepBkPfdK .2578 4.9 21.12 0.13 Metlife pfA .25 4.3 23.40 0.07 RegionsFinPfdB .3984 5.9 26.79 0.52 US BancorpPfdL .2344 4.7 20.14 –0.09
BrighthousePfdA .4125 6.3 26.07 0.09 ArlingtonAsstNt25 .4219 6.8 24.90 –0.43
PeoplesUtdPfdA .3516 5.5 25.78 –0.01 CitigrpCapXIIIPf .4076 6.1 26.73 0.05 FirstRepBkPfdL .2656 5.0 21.35 0.10 MetLifePfdE .3516 5.4 26.02 –0.19 RegionsFinPfdC .3562 5.4 26.42 0.48 US BancorpPfdM .25 4.7 21.16 –0.20
BrighthousePfdB .4219 6.5 26.04 0.02 ArlingtonAsstNt26 ... 24.88 –0.07
PhenixfinNts2023 .3828 6.0 25.33 ... CitizensFinPfdD .3969 6.1 26.02 –0.12 FirstRepBkPfdM .25 4.9 20.35 –0.06 MetLifePfdF .2969 5.0 23.93 –0.14 RegionsFinPfdE .2781 5.0 22.20 0.36 US BancorpPfdO ... 23.87 0.74
BrighthousePfdD .3951 5.5 21.12 0.25 ArmadaHofflerPfA .4219 6.6 25.73 –0.27
PhenixfinNts2028 ... 25.15 0.10 CitizensFinPfdE .3125 5.1 24.34 0.26 FirstRepubBkPfdN .1906 5.1 22.05 0.03 MidAmerAptPfdI 1.0625 7.0 61.13 –1.16 ReinsuranceGrpDeb .3875 6.0 25.69 0.03 USCellularNts2069 .3906 6.3 24.83 –0.16
BrighthouseFinlPfC .3359 5.6 23.92 1.17 ArmourResPfdC .1458 7.2 24.35 –0.08
PopularCapPfd .1276 6.0 25.60 0.05 CityOfficePfdA .4141 6.7 24.90 –0.09 FordMotor6%Nts .375 5.9 25.30 –0.24 ModivPfdA .5326 7.3 25.09 –0.01 ReinsuranceGrpDeb .3594 5.2 27.55 ... USCellularNts2070 .3438 5.9 23.41 –0.71
BroadcomPfdA 20.0 4.4 1810.00 –13.13 QurateRetailPfd 2.00 8.5 94.56 –2.07 AshfordHospPfdG .4609 8.3 22.15 –0.51 ClarivatePfdA 1.3125 8.2 63.85 –2.00 FordMotor6.2%Nt .3875 6.1 25.55 –0.16 MonmouthRE PfdC .3828 6.0 25.31 0.02 RenaissancePfdF .3594 5.6 25.52 –0.11 USCellular5.5%SrNt .3438 5.8 23.58 –0.32
BPP 5.75%Pfd3A .3594 6.6 21.63 –0.21 RBCBearingsPfdA 1.5417 5.0 100.12 2.73 AshfordHospPfdH .4688 8.9 21.10 –0.60 Comcast DECS .3747 2.4 62.25 0.85 FortressTechPfdB .50 8.0 24.92 –0.18 MorganStanleyPfd1 .3984 5.9 26.94 0.27 RexfordIndPfdB .3672 5.8 25.25 –0.07 UnumNts061558 .3906 6.0 26.07 0.40
BrookfieldPropPfd .4063 6.7 24.15 –0.36 RamacoNts2026 .5625 8.4 26.91 0.18 AshfordHospPfdI .4688 8.9 21.10 –0.70 CompassPfd .4922 7.6 26.03 –0.33 FortressTransPfC .5156 7.9 26.05 –0.37 MorganStanleyPfdA .2417 4.5 22.40 –0.04 RexfordIndPfdC .3516 5.6 25.27 –0.43 Urstadt Pfd H .3906 6.2 25.30 0.05
BrookfieldPropPf2A .3984 6.9 23.00 –0.39 SLM Pfd B .4777 3.3 56.75 0.50 AshfordHospPfdD .5281 8.8 24.00 –0.55 CompassPfdA .4531 7.3 24.90 –0.04 FortressTransPfdA .5156 8.2 25.10 –0.20 MorganStanleyPfdE .4453 6.6 27.15 0.26 RiverNorthPfdA .2734 4.9 22.23 0.03 Urstadt Pfd K .3672 5.9 25.02 0.07
CHS Pfd .50 6.4 31.26 0.36 SVB Fin PfdA .3281 5.3 24.95 0.35 AshfordHospPfdF .4609 8.3 22.13 –0.70 CompassPfdC .4922 7.6 25.76 –0.19 FrankBSP PfdE .4688 7.8 24.00 0.15 MorganStanleyPfdF .4297 6.3 27.10 0.42 RiverNorthPfdB .2738 5.1 23.40 –0.31 VirtusAllCvPfdA .3516 5.5 25.48 0.06
CHS PfdB .4922 7.2 27.33 0.16 Sabre6.5%Pfd 1.625 4.5 144.34 –6.49 AspenInsPfd .3719 5.9 25.17 –0.18 ConsumersEnerPf 1.125 4.2 107.49 0.48 GAMCO PfdA .325 5.2 25.00 0.10 MorganStanleyPfdK .3656 5.5 26.49 0.25 RiverNorthPfdA .3672 5.8 25.38 –0.12 VirtusAllCvPfdA .3438 5.4 25.41 –0.08
CHS PfdB2 .4437 6.5 27.33 0.48 SelectiveInsPfdB .2875 5.2 22.04 –0.06 AspenInsPfd .3516 5.9 23.91 –0.29 CorEnergyInfrPf .4609 9.1 20.25 0.15 GDL Fd PfdC .50 3.9 51.50 0.45 MorganStanleyPfdL .3047 5.0 24.49 0.18 RoyalBkCanadaPf .4219 6.4 26.52 –0.03 VornadoPfdL .3375 5.6 24.16 0.20
CHS PfdB4 .4688 6.6 28.23 0.24 SotherlyHotelsPfB .50 .0 19.04 0.39 AspenInsPfd .3516 5.9 23.76 –0.10 Corts Aon KTN 1.0256 6.7 30.65 –0.32 GabelliDivPfdH .3359 5.2 25.80 0.01 MorganStanleyPfdO .2656 4.9 21.65 –0.22 SCE III Pfd .3594 6.1 23.71 –0.31 VornadoPfdN .3281 5.6 23.61 0.04
CHS PfdB3 .4219 6.2 27.01 0.25 SotherlyHotelsPfC .4922 .0 19.20 0.35 AssdBancPfdE .3672 5.7 25.86 0.03 Corts PECO KTH 1.00 6.3 32.00 0.01 GabelliDivPfdK .2656 4.9 21.77 –0.17 NGL EnergyPfdB .5625 .0 16.42 –0.25 SCE II Pfd .3187 5.6 22.65 –0.27 VornadoPfdO .2781 5.4 20.49 –0.01
CNB Fin PfdA .4453 6.9 25.88 –0.37 SotherlyHtlsPfd .5156 .0 19.24 0.14 AssdBancPfdF .3516 5.5 25.45 0.04 CostamarePfdB .4766 7.4 25.60 –0.35 GabelliEqPfdG .3125 5.0 24.84 0.01 NGLEngyPfdC .6016 .0 16.90 –0.38 SCE IV Pfd .3359 6.1 22.17 –0.37 VornadoPfdM .3281 5.6 23.37 0.20
CadizPfdA .56 16.4 13.62 –0.84 SuRoCapNts2026 ... 25.66 –0.09 AssurantNts2061 .3281 5.5 24.06 0.36 CostamarePfdC .5313 8.2 25.92 0.01 GabelliEquityPfdK .3125 5.0 25.09 0.19 NatlRurUtilNt2064 .3438 5.4 25.47 –0.11 SCE V Pfd .3406 5.8 23.65 –0.75 VoyaFinlPfdB .3344 5.1 26.15 –0.48
CapitalaFinNts22 .375 6.0 25.00 –0.03 SynchronossNts2026 .5234 9.7 21.69 –0.51 AthenePfdA .3969 5.9 26.78 –0.16 CostamarePfdD .5469 8.5 25.88 –0.13 GabelliEqPfdH .3125 5.0 24.89 –0.01 NatlStoragePfdA .375 5.9 25.27 0.12 SCE VI Pfd L .3125 5.7 21.77 –0.45 W.R.BerkleyDeb59 .3187 5.1 25.24 0.51
CarecloudPfdA .2292 10.7 25.60 0.10 TexasCapBcshsPfdB .3594 5.8 24.90 0.56 AthenePfdB .3516 5.8 24.30 0.03 CostamarePfdE .5547 8.4 26.45 –0.35 GabelliGlSMidPfdA .3406 5.4 25.25 0.01 NaviosMariPfdH ... 17.40 2.02 SITECtrsPfdA .3984 6.4 24.77 –0.12 WRBerkleyDeb58 .3562 5.5 25.92 0.16
CarecloudPfdB .1641 8.5 25.65 0.05 TravelCtrsNt28 .5156 7.9 26.10 0.10 AthenePfdC .3984 .0 27.12 0.13 Cullen/FrostPfdB .2781 5.0 22.10 –0.27 GabelliMultiPfdG .3203 5.1 25.12 –0.39 NaviosMaritimPf ... 17.50 3.14 SLGreenRealtyPfd .4063 6.5 25.12 0.06 WRBerkleyDeb60 .2656 4.7 22.51 0.36
CarlyleNts2061 .2891 5.4 21.34 –0.45 TravelCtrsNt29 .50 7.8 25.50 0.04 AthenePfdD .3047 5.7 21.53 –0.64 CustomersBncpNt34 .3359 5.2 25.86 –0.02 GabelliMultPfdE .3203 5.1 24.90 –0.24 NewResidentialPfdB .4453 7.5 23.62 –0.78 SachemCapPfdA .4844 7.7 25.19 0.14 W.R.BerkleyDeb61 .2578 4.6 22.37 0.23
ChickenSoupNts .59 9.2 25.75 0.14 TravelCtrsNt30 .50 7.8 25.58 –0.24 AtlasPfdD .4969 7.9 25.17 –0.08 CustomersBncpPfdE .3339 5.3 25.08 –0.18 GabelliUtilPfdC .3359 5.3 25.45 –0.33 NewResidentialPfdC .3984 7.3 21.95 –0.22 SafeBulkersPfdC .50 7.9 25.23 0.03 WebsterPfdG ... 25.75 –0.10
ChickenSoupPfdA .2031 9.9 24.62 –0.08 TriStateCapPfA .4219 6.6 25.51 –0.11 AtlasPfdH .4922 7.8 25.13 –0.07 CustomersBncpPfdF .375 5.0 24.70 0.08 GasLogPfdA .5469 8.6 25.50 –0.12 NewResidentPfdA .4688 7.5 25.01 0.15 SafeBulkersPfdD .50 7.9 25.33 0.06 WebsterFinlPfdF .3281 5.4 24.25 –0.23
ConiferNts2023 .4219 7.1 23.93 ... TriStateCapPfB .3984 6.2 25.82 0.62 AtlasPfdI .50 7.8 25.80 –0.69 DCPMidstrmPfdB .4922 8.2 24.09 0.27 GasLogPtrsPfdA .5391 8.3 25.96 –0.15 NewResidentInvPfdD .4375 7.2 24.20 ... Saratoga7.25Nts .4531 7.1 25.50 0.19 WellsFargoPfdA .4141 6.2 26.75 –0.07
ConnectOnePfdA .3281 5.3 24.58 –0.32 TriumphBncpPfdC .4453 6.6 26.95 0.10 AvantorPfdA .78 2.9 108.26 4.56 DCPMidstrmPfdC .4969 8.1 24.42 0.13 GasLogPtrsPfdB .5125 8.1 25.19 –0.38 NYComBncpPfdA .3984 6.1 26.09 0.20 SaulCentersPfdD .3828 6.1 25.00 –0.02 WellsFargoPfdAA .2937 5.2 22.77 –0.04
CowenNts2033 .4844 7.3 26.41 0.05 UtdCmtyBksPfdI .4297 6.7 25.68 –0.55 BIPBermudaNts .3203 5.5 23.20 0.08 DTE EnergyDeb77 .3281 5.2 25.13 0.16 GasLogPtrsPfdC .5313 8.3 25.50 –0.10 NY CmtyCap V .75 6.0 50.01 –0.12 SaulCentersPfdE .375 6.0 25.00 0.34 WellsFargoPfdACC .2734 5.0 21.75 –0.17
DivrsHlthcrNts42 .3516 7.5 18.72 –0.78 ValleyNatlPfdA .3906 6.1 25.66 –0.09 Babcock&WilcxNt26 .5078 7.9 25.61 0.11 DTE EnergyDeb80 .2734 4.8 22.73 –0.20 GenAmInv pfB .3719 5.5 27.03 ... NexPtDivRlEstPfdA .3438 6.5 21.19 –0.28 ScorpioTankersNts .4375 7.1 24.55 0.02 WellsFargoPfdADD .2656 5.1 20.86 –0.33
DivrsHlthcrNts46 .3906 7.9 19.88 –0.63 ValleyNatlPfdB .3438 5.6 24.74 0.02 BabcockWilcoxPfdA .4844 8.1 23.99 –0.31 DTE EnergyDebE .2734 4.7 23.11 0.18 GenieEnergyPfd .1594 7.3 8.79 0.11 NexPointPfdA .5313 8.3 25.50 –0.15 SempraNts79 .3594 5.6 25.73 0.06 WellsFargoPfdAY .3516 5.5 25.37 –0.04
EnstarPfdD .4375 6.7 26.16 0.03 ViaRenewablesPfdA .5469 8.7 25.19 –0.24 BabcockWilcoxNts .4063 6.6 24.45 0.35 DanaherPfdA 11.875 2.7 1781.80 –22.86 GeorgiaPwrNt77 .3125 5.0 24.92 –0.06 NextEraEnDebN .3531 5.3 26.48 0.24 SeritageGrwPfdA .4375 8.7 20.05 –1.21 WellsFargoPfdAZ .2969 5.2 22.67 –0.29
EnstarPfdE .4375 6.8 25.88 0.03 WashFedPfdA .3047 5.5 22.36 –0.31 BancCA PfdE .4375 7.0 24.97 –0.40 DanaherPfdB 12.5 3.2 1539.16 87.86 GlbIndemnityNts .4922 7.8 25.32 ... NiaMoPwr pfB .90 3.6 99.32 0.01 SilvergatePfdA .336 6.0 22.40 –0.55 WellsFargoPfdQ .3656 5.8 25.42 –0.28
EntFinlSvsPfdA .4097 5.7 21.99 0.17 WesBancoPfdA .4219 6.3 26.98 –0.17 BancoBradescoPf .0034 4.2 3.91 –0.21 DiamondrockPfd .5156 7.9 26.20 0.01 GlMedREIT PfdA .4688 7.3 25.55 0.22 NiaMoPwr pfC .975 4.1 96.00 –0.50 SimonPropPfdJ 1.0469 6.1 68.73 –1.43 WellsFargoPfdL 18.75 5.5 1356.06 5.06
FG Fin Pfd A .50 8.7 22.93 0.48 WintrustFinPfdE .4297 6.4 26.80 –0.16 BankofAmNt66 .4031 6.1 26.39 –0.01 DianaShippingPfd .5547 8.5 26.04 –0.40 GlbNetLeasePfdA .4531 7.3 24.90 –0.48 NiSourcePfdB .4063 6.2 26.29 0.01 SiriusPoinPfdB .50 7.5 26.75 –0.45 WescoPfdA .6641 9.0 29.52 0.17
FifthThirdPfdB .375 5.8 25.69 –0.03 WintrustFinPfd .41 6.2 26.35 0.75 BankofAmPfd1 .1875 3.6 20.64 0.30 DigitalRealtyPfdL .325 5.3 24.68 0.39 GlbNetLeasePfdB .4297 6.9 25.05 0.13 NuSTAR PfdA .4361 7.6 22.96 –0.38 SouthJerseyNts2079 .3516 6.2 22.84 –1.42 WesternAlliancePfd .2656 4.3 24.74 0.07
FifthThirdPfdB .422 6.5 26.00 –0.20 XomaPfdA .5391 8.5 25.42 –0.44 BankofAmPfd2 .1917 3.7 20.79 –0.06 DigitalRealtyPfJ .3281 5.2 25.03 0.20 GlobalPtrsPfdA .6094 9.4 26.06 –0.25 NuSTAR PfdB .4766 9.0 21.26 0.13 SouthernNts20 .3094 5.1 24.48 ... XAIOctagonPfd .4063 6.3 25.90 –0.40
Top 500 Exchange-Traded Portfolios

Tick Div Tick Div Tick Div Tick Div Tick Div
NOTICE TO READERS: Listed Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
GlbXNasd100Cv QYLD 11.4 20.10 +0.01 .202 AvantisUSSCValue AVUV 1.3 78.41 +0.11 .4834 InvscEMSovDebt PCY 5.4 23.37 –1.16 .1065 iShS&P500Value IVE 1.9 152.68 +0.98 .7615 SPDRShtTermTrea SPTS .2 30.03 –0.03 .0085
are the top 500 ETF’s based GlbX Robotics&AI BOTZ .2 29.30 +0.59 .0593 CapGrpCorePlus CGCP ... 25.42 ... ... InvscFinlPfd PGF 5.1 17.11 +0.01 .0722 iShrsSP GSCI Cmdty GSG ... 20.23 +0.39 ... SPDR PtfTIPS SPIP 5.1 30.37 +0.21 .1107
on weekly volume. InvscActMgdETC PDBC 45.0 15.89 +0.19 1.7574 CommSvsSPDR XLC .8 68.53 +1.12 .1567 InvscFTSEDvMktxUS PXF 3.7 47.29 –0.78 .8174 iShS&PMC400Value IJJ 1.7 107.68 +0.42 .5087 SPDR S&P400MidVl MDYV 1.8 69.13 +0.24 .3904
InvscBull2024CpBd BSCO 1.8 21.33 –0.05 .0271 CnsmrDiscSelSector XLY .6 176.19 –3.81 .2922 InvscFTSERAFIEM PXH 4.7 21.92 –1.14 .4604 iShS&P100 OEF 1.2 201.12 +0.94 .6132 SPDR Aero Dfns XAR .8 117.38 +4.80 .1167
Tick Div InvscBull2026CpBd BSCQ 1.9 20.40 –0.09 .0294 CnsStapleSelSector XLP 2.3 75.91 –0.12 .5117 InvscNatAMTFrMuni PZA 2.4 25.90 –0.07 .0496 iShS&PSC600Value IJS 1.6 101.82 +0.83 .4942 SPDRS&PBank KBE 2.1 56.58 +0.06 .3596
Name Sym Yld Last Chg. Amt. InvscBull2023CpBd BSCN 1.5 21.21 –0.05 .0209 DimenEmgCore DFAE 1.7 26.89 –0.54 .1492 InvscPreferred PGX 6.0 13.64 –0.01 .0569 iShShortNatlMuniBd SUB .7 105.69 –0.04 .0404 SPDRS&PInsurance KIE 2.0 40.40 +0.22 .2171
Bats InvscBull2022CpBd BSCM 1.6

InvscHYEquDivAch PEY 3.8
21.29
21.25
–0.02
+0.11
.0186
.0724
DimenIntlCore
DimenIntlValue
DFAI
DFIV
2.1
4.5
28.44
33.98
–0.24
–0.65
.1793
.5809
InvscS&P500EWEner RYE
InvscS&P500EW RSP
1.9
1.3
59.26
155.16
+0.47
+1.61
.3867
.4538
iShSilver
iShTIPSBondETF
SLV
TIP
...
4.8
22.40
125.01
+0.28
+0.87
...
.4388
SPDRS&PKenNewEc KOMP
SPDRS&PNAmNatlRscs NANR
1.7
2.2
50.82
51.39
+0.45
+1.12
.3604
.7081
InvscKBWBank KBWB 2.1 69.92 –0.76 .4817 DimenUSCore DFAU 1.1 30.60 +0.23 .1209 InvscS&P500HiBeta SPHB 1.0 75.73 +1.45 .1581 iSh10+YIGCpBd IGLB 3.5 62.84 –0.20 .1796 SPDRS&PRegionalBkg KRE 1.9 73.84 +0.30 .3949
ARK AutoTech ARKQ .0 64.04 –0.15 .6142
InvscNasdNext100 QQQJ .3 29.14 +0.21 .2279 DimenUSCoreEq2 DFAC 1.3 27.11 +0.21 .1138 InvscS&P500HiDiv SPHD 3.4 45.28 +0.32 .1426 iShTreaFRBd TFLO ... 50.31 –0.02 ... SchwabEM Equity SCHE 2.9 29.07 –0.88 .6319
ARKGenomicRev ARKG .0 47.47 +2.12 .3824
InvscNasd100 QQQM .5 142.24 +1.73 .1488 DimenWorldexUS DFAX 2.9 25.32 –0.34 .2436 InvscS&P500LowVol SPLV 1.7 64.09 +0.76 .1095 iShRussellMCGrowth IWP .4 98.83 +2.13 .0168 SchwabFundEmgLrg FNDE 4.3 30.76 –1.68 1.1302
BlkRkShMaturityBd NEAR .7 49.71 –0.10 .0279
InvscQQQI QQQ .5 345.77 +4.26 .4914 DirexAeroBl3 DFEN .1 20.98 +1.75 .0017 InvscS&P500PrVal RPV 1.9 83.68 +0.48 .4409 iShUSTech IYW .4 100.01 +1.90 .1152 SchwabFundIntLrgCo FNDF 3.5 32.80 –0.55 .8408
BlkRkUltShtBd ICSH .4 50.27 ... .0165
InvscS&PSCEner PSCE .4 8.27 +0.32 .0147 DirexCSIChinaInt CWEB ... 10.45 –1.02 ... InvscS&P500Qual SPHQ 1.3 49.89 +0.22 .172 iSh0-5YHYCorpBd SHYG 4.9 44.32 +0.20 .175 SchwabFundIntlSmCo FNDC 2.7 36.07 –0.17 .7338
CambriaTailRiskETF TAIL .5 17.59 –0.23 .0242
iSh3-7YTreasuryBd IEI .7 125.36 –0.21 .0814 DirexDJBull3X WEBL ... 32.80 +1.21 ... InvscSrLoan BKLN 3.1 21.77 –0.04 .0577 JPM AlerianMLP AMJ 6.5 20.15 +0.03 .3098 SchwabFundUSLrgCo FNDX 1.7 57.25 +0.20 .276
FTCboeUSBuffFeb FFEB ... 37.47 +0.10 ...
iShBiotech IBB .3 126.29 +1.25 .0413 DirexEM Bear3 EDZ ... 10.07 +0.76 ... InvscSolar TAN ... 66.42 +3.94 ... JPMEquityPrem JEPI 7.1 60.03 +0.49 .3818 SchwabFundUSSmCo FNDA 1.2 52.98 +0.54 .3409
GlbXRuss2000Cvr RYLD 12.7 23.14 +0.01 .2316 InvscUltShtDur GSY .5 50.02 –0.05 .02 SchwabIntmUSTrsr SCHR 1.0 54.55 –0.11 .0509
iShBrdUSDInvCpBd USIG 2.5 56.31 –0.16 .1119 DirexEnergyBr2 ERY ... 6.92 –0.20 ... JPM US Value JVAL 2.0 36.63 +0.19 .2945
GlbXUSInfrDevt PAVE .5 26.69 +0.19 .0992 InvscVarRtPfd VRP 4.5 24.65 –0.07 .0973 SchwabIntEquity SCHF 3.3 37.06 –0.30 .853
iShCoreMSCITotInt IXUS 3.3 67.73 –0.80 .0856 DirexEnergyBl2 ERX 1.4 44.99 +1.00 .1854 KraneCSIChInt KWEB .0 34.10 –1.50 2.5804
GS PhysGold AAAU ... 18.79 –0.07 ... InvscWildClnEngy PBW 2.2 56.78 +1.67 .5529 SchwabIntlSC SCHC 3.3 37.79 –0.09 1.0061
iShCore1-5YUSDBd ISTB 1.6 49.30 –0.13 .0641 DirexChinaBr3 YANG ... 21.29 +2.41 ... KraneGlbCarbon KRBN .5 51.77 +0.02 .2478
InvscPureMSCIUSA PBUS 1.0 44.07 +0.37 .1724 iPathBloomCommTR DJP ... 33.20 +0.37 ... Schwab1000Index SCHK 1.3 42.73 +0.42 .1621
iShCoreS&PUSGrowth IUSG .7 101.22 +1.00 .1797 DirexChinaBl3 YINN .9 7.16 –0.97 .0136 MatlsSelSectorSPDR XLB 1.7 84.34 +0.48 .4417
iPathS&P500VIX VXX ... 22.95 –0.50 ... iPathPBCrudeOil OIL ... 28.24 +0.29 ... SchwabSrtTRmUSTrsr SCHO .4 50.17 –0.03 .0131
iShCoreS&PUSValue IUSV 1.9 74.41 +0.50 .3826 DirexFinlBear3 FAZ ... 18.79 +0.02 ... MicroFang3xLvg BULZ ... 14.07 +1.19 ...
iShBrdUSDHYCpBd USHY 5.3 39.49 +0.32 .1689 iSh0-5YTIPSBd STIP 4.5 105.19 +0.49 .324 SchwabUS AggrBd SCHZ 2.2 51.71 –0.13 .0942
iShCoreTotalUSDBd IUSB 1.8 50.76 –0.14 .0733 DirexFinlBull3 FAS .6 124.77 –1.29 .3575 MicroFANG-3XInvr FNGD ... 55.36 +0.48 ...
iShConvBond ICVT 1.2 82.43 +0.39 .0589 iShCalifMuniBd CMF 1.6 60.12 +0.03 .0776 SchwabUS BrdMkt SCHB 1.3 103.69 +0.96 .4169
iShSelectDividend DVY 3.1 123.81 +0.43 .8373 DirexGoldMinBr2 DUST ... 15.37 +0.11 ... MicroSectorsFANG3X FNGU ... 20.99 –1.04 ...
iShCoreMSCIEAFE IEFA 3.5 70.50 –0.63 .1097 iShChinaLC FXI 1.7 35.22 –1.49 .4343 SchwabUS Div SCHD 2.9 77.42 +0.08 .6198
iShESGAwareMSCI ESGD 2.9 74.96 –0.83 .1137 DirexGoldMinBl2 NUGT ... 57.49 –0.45 ... MicroSecGold3XLvgd GDXU ... 12.55 –0.18 ...
iShCurrHdgMSCIEAFE HEFA 3.2 33.82 –0.14 .6012 DirexHmbldrBull3 NAIL ... 59.91 –1.38 ... iShCoreDivGrowth DGRO 2.0 52.72 +0.26 .299 MicrUSBigOil3InLv NRGD ... 3.52 –0.02 ... SchwabUS LC SCHX 1.3 104.50 +0.93 .4124
iShESGAwareEM ESGE 2.7 38.52 –1.21 .8306
iShIntlSelDividend IDV 5.6 32.24 –0.50 .302 DirexJrGoldMinBr2 JDST ... 9.52 –0.12 ... iShCoreHiDividend HDV 3.4 103.61 +0.90 1.0515 NationwideN100Risk NUSI 8.7 24.50 –0.10 .1587 SchwabUS LC Grw SCHG .5 142.60 +1.96 .2288
iShESGAwareUSA ESGU 1.2 98.34 +0.88 .309
iShUSAerospace&Def ITA .8 107.63 +3.33 .1584 DirexJrGoldMinBl2 JNUG .5 65.27 +0.09 .3359 iShCoreMSCIEM IEMG 3.2 57.93 –1.57 1.3613 NoShoreGlUran URNM 6.8 71.41 +6.81 4.8219 SchwabUS LC Val SCHV 2.0 70.28 +0.35 .4105
iShExponentialTech XT 1.0 57.65 +1.09 .2804
iShUSHomeConstrn ITB .5 66.64 –0.18 .0681 DirexRgBanksBull3X DPST .5 54.10 +0.24 .0667 iShCoreMSCIEurope IEUR 3.1 54.43 –0.75 .0771 PGIMUltraShBd PULS 1.2 49.35 –0.04 .0411 SchwabUS MC SCHM 1.2 75.09 +0.86 .262
iShFallAngelsUSDBd FALN 3.5 28.08 +0.04 .0886
iShUSTelecomm IYZ 2.7 30.30 +0.22 .0888 DirexRussiaBl2 RUSL 3.1 11.35 –7.91 .3535 iShMSCIIntlDev IDEV 3.2 64.14 –0.43 .081 PimcoEnhShMat MINT .4 101.08 ... .041 SchwabUS REIT SCHH 1.7 47.38 +1.05 .336
iSh5-10YIGCorpBd IGIB 2.4 56.37 –0.25 .1112
iShEdgeMSCIMinEAFE EFAV 2.6 72.34 –0.19 .6341 DirexS&P500Br3 SPXS ... 20.14 –0.60 ... iShCoreS&P500 IVV 1.3 439.61 +3.54 1.4984 PacerTrendUSBd PTBD 2.8 25.62 +0.08 .1966 SchwabUS SC SCHA 1.3 93.75 +1.10 .2914
iShGSCICmDynRoll COMT 15.5 35.42 +0.53 5.4941 iShCoreS&P MC IJH 1.3 265.72 +3.04 .9656 Schwab US TIPs SCHP 4.7 60.98 +0.44 .5256
iShEdgeMSCIMinVlEM EEMV 2.1 62.63 –0.75 .8192 DirexS&P500Bl3 SPXL .1 109.62 +2.18 .1148 ProShBitcoin BITO ... 24.53 –0.58 ...
iShGlbCleanEnergy ICLN 1.3 19.44 +1.30 .0123 iShCoreS&P SC IJR 1.6 107.23 +1.07 .7343 SPDR DJIA Tr DIA 1.7 340.54 –0.44 .5194
iShEdgeMSCIMinUSA USMV 1.4 74.25 +0.87 .2504 DirexS&PBiotechBr3 LABD ... 40.18 –1.48 ... ProShShtDow30 DOG ... 33.52 –0.01 ...
iShJPMUSDEmgBd EMB 4.3 100.17 –2.83 .3728 iShS&PTotlUSStkMkt ITOT 1.3 98.21 +0.93 .3675 SPDR EurSTOXX FEZ 2.8 43.19 –1.15 .5717
iShEdgeMSCIUSAMom MTUM .6 160.80 +2.09 .4449 DirexS&PBiotechBl3 LABU ... 16.50 –0.02 ... ProShShortQQQ PSQ ... 12.25 –0.19 ...
iShMBSETF MBB 1.1 103.97 –0.11 .1662 iShCoreUSAggBd AGG 1.8 109.57 –0.30 .1615 SPDR MSCI exUS CWI 2.8 28.05 –0.42 .4556
iShEdgeMSCIUSAQual QUAL 1.3 130.13 +1.77 .4073 DirexS&P500Br1 SPDN ... 15.14 –0.13 ... ProShShtRus2000 RWM ... 22.63 –0.41 ...
iShMSCI ACWI ACWI 1.8 98.57 +0.02 .0713 iShCoreUS REIT USRT 2.5 61.94 +1.32 .5888 SPDR S&PMdCpTr MDY 1.0 485.67 +5.55 1.4875
iShEdgeMSCIUSAVal VLUE 2.3 105.56 +0.45 .7395 DirexHiBetaBear3X HIBS ... 8.67 –0.67 ... ProShShrtS&P500 SH ... 14.67 –0.12 ...
iShMSCIACWIxUS ACWX 2.9 53.24 –0.68 .0855 iShCurHdMSCIEurozn HEZU 2.4 35.15 –0.71 .4608 SPDR S&P 500 SPY 1.3 437.75 +3.52 1.6364
iShExpTechSftwr IGV ... 338.69 +11.10 ... DirexS&POil&GasBr2 DRIP ... 3.74 –0.20 ... ProShSh20+Tr TBF ... 17.21 +0.15 ...
iShMSCIACxJpn AAXJ 2.3 79.39 –1.94 1.5458 iShUSRealEstate IYR 2.3 103.40 +1.89 1.1373 SPDR S&P Biotch XBI .0 89.80 +0.41 .04
iShMtgRealEstCap REM 7.9 31.83 –0.57 1.1406 DirexS&POil&GasBl2 GUSH ... 115.27 +5.61 ... ProShUltBlmCrude UCO ... 123.63 +3.63 ...
iShMSCIChina MCHI 1.1 59.27 –2.30 .4775 iShUS Energy IYE 2.5 36.58 +0.58 .2802 SPDR S&P Div SDY 2.7 125.52 +1.38 .9698
iShFloatingRateBd FLOT .4 50.64 –0.09 .0169 DirexSemiBear3 SOXS ... 4.19 –0.31 ... ProshUltBlmNatGas BOIL ... 36.83 +1.66 ...
iShMSCI EAFE SC SCZ 3.2 67.16 –0.65 .0641 iShUS Finls IYF 1.3 86.01 +0.05 .2777 SPDR S&P Home XHB .6 70.06 –0.23 .1308
iShIntlAggregateBd IAGG .1 52.93 –0.22 .6317 DirexSemiBl3 SOXL .1 41.78 +2.15 .0142 ProShUltDow30 DDM .2 70.17 –0.20 .1091
iShMSCIEMxChina EMXC 1.8 59.25 –1.66 .0425 iShUSOilEquip&Svcs IEZ .9 16.46 +0.09 .0335 SPDR S&P MtlMng XME .6 51.77 +2.37 .083
iShIntlDevSCV ISVL 3.0 34.38 –0.27 .0209 DirexScBear3 TZA ... 33.45 –1.98 ... ProShUltraGold UGL ... 63.43 –0.53 ...
iShMSCIEuropeFinls EUFN 4.3 19.59 –1.00 .4143 iShUSMedDevices IHI .3 59.64 +2.98 .0061 SPDRS&POilGasExpl XOP 1.4 111.07 +2.62 .4876
iShMSCIChileCapped ECH 4.9 25.91 +0.07 .0885 DirexSCBull3 TNA .1 61.57 +2.49 .0504 ProShUltraQQQ QLD ... 66.16 +1.48 ...
iShMSCIGlblGoldMin RING 2.3 28.34 –0.71 .3305 iShEM Dividend DVYE 7.5 37.49 –2.36 .0906 SPDR S&P Retail XRT 1.8 77.26 –0.66 .9329
iShMSCIChinaAETF CNYA 1.2 40.86 +0.11 .4105 DirexTechBear3 TECS ... 36.82 –1.81 ... ProShrUltraRus UWM ... 45.40 +1.28 ...
iShMSCITurkeyETF TUR 4.1 19.04 –1.08 .0915 iShEuropeETF IEV 3.0 51.27 –0.67 .0643 TechSelectSector XLK .7 154.35 +1.91 .3165
iShMSCIEurozone EZU 2.7 45.34 –1.14 .5996 DirexTechBull3 TECL ... 57.65 +1.79 ... ProShUltraS&P SSO .2 61.63 +0.89 .0192
iSh1-5YIGCorpBd IGSB 1.6 52.60 –0.09 .0624 iShGlblComm IXP 2.0 74.33 +0.38 1.1631 TeucriumCornFd CORN ... 23.38 –0.23 ...
iShMSCIEAFEGrowth EFG 1.7 97.20 +0.09 .1252 Direx20+TreaBr3 TMV ... 67.10 +1.80 ... ProShUltSilver AGQ ... 37.00 +0.90 ...
iShPfd&Incm PFF 4.7 36.27 +0.24 .1122 iShGlobalEnergy IXC 3.3 33.29 +0.27 .6681 TeucriumWheatFd WEAT ... 8.11 +0.45 ...
iShMSCIIndiaETF INDA 6.7 44.10 –0.50 .0301 Direx20+YrTrBull TMF .2 22.04 –0.65 .0016 ProShUltDow30 UDOW .3 69.19 –0.40 .0163
iShGlobalInfra IGF 2.4 47.85 +0.51 .4738 iShGlobalREITETF REET 3.4 28.28 +0.38 .3384 U.S.GlobalJetsETF JETS .0 21.96 –0.60 .1414
iShMSCIEAFEValue EFV 4.0 51.13 –1.06 .1056 DirexNasd100EW QQQE .5 75.22 +1.21 .1275 ProShUltRus2000 URTY ... 73.57 +2.96 ...
iShSemiconductor SOXX .7 477.06 +10.49 .1545 iShGlobalTechETF IXN .7 56.65 +0.51 .0082 UtilitiesSelSector XLU 3.0 67.58 +1.36 .5456
iShNorthAmNatRscs IGE 2.5 36.56 +0.57 .2399 EmgqEM Internet EMQQ ... 36.57 –1.83 ... ProShUltS&P500 UPRO .1 58.29 +1.10 .0303
iShShortTreaBd SHV ... 110.30 ... ... iShGoldTr IAU ... 35.96 –0.10 ... VanEckGoldMin GDX 1.6 34.39 –0.11 .5348
iShCohen&StrsREIT ICF 2.1 67.21 +1.66 .5665 ETFMGAltHarvest MJ 2.2 9.61 –0.25 .0736 ProShUltShtDow30 SDOW ... 30.62 –0.16 ...
iSh1-3YTreasuryBd SHY .2 84.41 –0.06 .0233 iShiBoxx$InvGrCpBd LQD 2.4 123.48 –0.20 .242 VanEckInvtGrFR FLTR .6 25.26 –0.04 .0112
iShUSTreasuryBdETF GOVT 1.0 25.56 –0.07 .0235 ETFMG PrimeCyber HACK .3 55.73 +2.30 .0173 ProShShtRus2000 SRTY ... 52.09 –3.03 ...
iSh7-10YTreasuryBd IEF .9 110.86 –0.36 .1081 iShiBoxx$HYCpBd HYG 4.2 83.61 +0.72 .3054 VanEckJPMEMLCBd EMLC 5.3 28.58 –0.47 .1261
JPMBetaEurope BBEU 2.8 56.10 –0.80 .5334 ETFMGPrmJrSilv SILJ .3 12.85 +0.15 .0449 ProShUltS&P500 SPXU ... 15.24 –0.51 ...
iSh20+YTreasuryBd TLT 1.6 136.87 –1.36 .1981 iShLatinAmerica40 ILF 7.5 26.61 +0.26 1.6089 VanEckJrGoldMin GDXJ 1.7 42.92 +0.16 .7454
JPMBetaJapan BBJP 3.0 52.34 –0.15 1.5902 EnSelectSectorSPDR XLE 3.4 68.88 +0.83 .695 ProShUltBloomCrd SCO ... 8.64 –0.27 ...
iSh0-5YInvGrdCpBd SLQD 1.5 50.01 –0.09 .0563 iShMSCIAustralia EWA 5.2 24.22 +0.24 .2194 VanEckMerkGoldTr OUNZ ... 18.38 –0.06 ...
JPM UltShtIncm JPST .6 50.36 –0.03 .0219 FidelityMSCIEn FENY 3.0 18.63 +0.28 .138 ProShUltShBlmGas KOLD ... 27.78 –1.60 ...
Nasdaq7HANDL HNDL 7.5 23.81 +0.10 .1445 iShMSCIBrazil EWZ 8.4 33.06 +0.14 .1609 VanEckOilSvcs OIH .7 242.45 +2.44 1.8075
JPMUltShMuni JMST .3 50.77 +0.03 .0099 FidelityMSCIFinls FNCL 1.8 55.53 –0.15 .269 ProShUltDow30 DXD ... 45.30 –0.10 ...
ProShUltPrQQQ TQQQ ... 51.91 +1.47 ... iShMSCICanadaETF EWC 1.9 38.15 +0.40 .478 VangdExtMkt VXF 1.3 163.33 +2.45 .7573
PacerUSCashCows100 COWZ 1.5 47.81 +0.14 .2783 FidelityMSCIIT FTEC .7 119.37 +1.69 .257 ProShUltShtQQQ QID ... 19.75 –0.64 ...
ProShUltShtQQQ SQQQ ... 41.17 –2.12 ... iShMSCI EAFE EFA 3.5 74.64 –0.66 .1631 VangdInfoTech VGT .7 403.82 +5.73 .8212
PacerUSSCCash100 CALF 2.7 41.05 –0.02 .987 FidelityRealEst FREL 2.6 31.17 +0.60 .203 ProShUltShRus2000 TWM ... 15.10 –0.55 ...
TuttleCapSht SARK ... 48.00 –2.59 ... iShMSCIEmgMarkets EEM 2.1 47.35 –1.37 .026 VangdSC Val VBR 1.8 173.62 +1.24 1.1822
ProShS&P500Arist NOBL 2.0 92.38 +0.73 .6336 FidelityTotalBdETF FBND 1.9 50.91 –0.15 .076 ProShUltShtS&P500 SDS ... 40.72 –0.84 ...
ValkyrieBitcoin BTF ... 15.21 –0.36 ... iShMSCIFranceETF EWQ 4.0 36.66 –0.85 1.0371 VangdCommSvcs VOX 1.0 119.94 +2.10 .4639
ProShShtVIXST SVXY ... 52.58 +0.46 ... FinSelSectorSPDR XLF ... 39.10 –0.12 ... ProShUltraSh20+ TBT ... 19.48 +0.38 ...
VanEckGlFallAnglHY ANGL 4.1 30.79 +0.06 .1033 iShMSCIGermanyETF EWG 2.1 30.08 –1.12 .0358 VangdDivApp VIG 1.7 159.07 +0.80 .7725
FT DJ Internet FDN ... 186.33 +3.10 ... QuadIntRtVol IVOL 4.0 26.01 –0.12 .078
ProShUltVIXST UVXY ... 16.37 –0.63 ... VanEckSemicon SMH ... 270.48 +5.23 ... iShMSCIHongKong EWH 2.8 23.16 –1.21 .2541 VangdEnergy VDE 3.4 95.38 +1.52 .9393
FT EnergyAlpDx FXN .8 13.85 +0.12 .0628 iShMSCIIndonesia EIDO 1.2 24.54 +0.54 .1632 RealEstSectorSPDR XLRE 3.0 45.86 +1.18 .4254 VangdFTSEDevMk VEA 3.3 48.47 –0.39 .7693
ProShsVIXSTFut VIXY ... 18.72 –0.47 ... VangdEM GovBd VWOB 4.4 71.75 –1.78 .2625 FT IndlsAlpDx FXR .6 57.04 +0.06 .1029 iShMSCIIntlQual IQLT 2.4 36.63 –0.23 .403 RoundBallMeta METV ... 11.97 +0.14 ... VangdFTSE EM VWO 2.7 48.37 –1.32 .478
VanEckAMTFrIntMuni ITM 1.8 49.16 ... .0681 VangdIntrCorpBd VCIT 2.3 88.26 –0.28 .1755 FT MngstrDiv FDL 3.6 36.25 +0.23 .4277 iShMSCIIntlValue IVLU 3.2 26.14 –0.51 .0546 SPDRBlackSrLoan SRLN 4.5 45.19 +0.02 .17 VangdFTSE Europe VGK 3.3 63.84 –0.87 .6781
VanEckHYMuni HYD 3.6 59.55 –0.07 .1758 VangdIntermTrmTrea VGIT 1.2 64.61 –0.11 .0626 FT NaturalGas FCG 1.4 20.65 +0.61 .1514 iShMSCIItaly EWI 2.7 31.37 –0.76 .4518 SPDRBlmCvSecs CWB 2.1 76.16 +0.76 .0437 VangdFTSE Pac VPL 3.3 74.73 –0.23 1.4707
VanEckMstrWdMoat MOAT 1.1 73.32 +1.27 .8227 VangdIntlDivApp VIGI 1.0 79.19 +0.12 5.1817 FT NA Energy Infra EMLP 3.2 25.64 +0.56 .1933 iShMSCIJapan EWJ 2.2 63.55 –0.08 .8881 SPDRBlmEMLocBd EBND 3.9 24.08 –0.39 .0803 VangdFinls VFH 1.9 95.93 –0.17 .5099
VanEckRussia RSX 9.8 15.60 –7.42 1.5232 VangdIntlHiDiv VYMI 4.2 68.54 –1.15 .9642 FT PfdSecs FPE 4.7 19.24 –0.04 .0745 iShMSCIKLD400Soc DSI 1.1 84.23 +0.69 .2691 SPDR Blm HY Bd JNK 4.4 104.23 +0.85 .3896 VangdFTSEAWxUS VEU 3.2 58.80 –0.81 .8454
VangdESGUSStk ESGV 1.1 79.03 +0.69 .2624 VangdLTCorpBd VCLT 3.4 95.59 –0.14 .2856 FT ValDivFd FVD 1.8 41.05 +0.29 .2317 iShMSCIMalaysiaETF EWM 6.3 25.64 –0.02 .782 SPDRBlmInvGrdFR FLRN .4 30.57 –0.04 .009 VangdGrowth VUG .6 276.85 +2.44 .469
VangdUltShrtBd VUSB .3 49.63 –0.02 .0149 VangdLong-TermTrea VGLT 2.0 82.99 –0.81 .1286 FlexGlbUpstmNatRsc GUNR 3.2 44.08 +0.39 .4042 iShMSCIMexico EWW 2.1 50.07 –0.14 .6577 SPDRBB1-10YTIPS TIPX 4.5 20.80 +0.13 .0408 VangdHiDiv VYM 2.8 110.47 +0.25 .9386
VangdMBS VMBS 1.1 51.20 –0.06 .0591 FlexiBx3YDurTIPS TDTT 5.1 26.04 +0.17 .1409 SPDRBlm1-3MTB BIL ... 91.41 –0.01 ...
NASDAQ VangdRuss1000Grw VONG .7 68.57 +0.66 .1251 GlbXCopperMiners COPX 1.3 41.89 +1.03 .3852
iShMSCIPacificxJp EPP
iShMSCIPoland EPOL
4.6
1.5
47.09
18.45
–0.39
–1.79
.2947
.2193 SPDRBlmSTHYBd SJNK 4.3 26.52 +0.08 .0984
VangdIntermBd
VangdLC
BIV
VV
2.0
1.3
84.20
201.96
–0.22
+1.73
.1386
.7559
VangdRuss1000Val VONV 1.7 71.43 +0.60 .3719 GlbXLithium&Batt LIT .2 76.37 +1.76 .1476 SPDRGoldMini GLDM ... 37.57 –0.11 ...
CSX-LinksCrudeOil USOI 21.6 5.26 +0.08 .1704 iShMSCIRussia ERUS 9.1 25.00 –12.15 .0623 VangdMegaGrwth MGK .5 225.23 +1.52 .2758
VangdRuss2000 VTWO 1.2 81.65 +1.21 .4745 GlbXS&P500Cv XYLD 9.3 48.10 –0.05 .4835 SPDR Gold GLD ... 176.55 –0.57 ...
CSX SilverETN SLVO 13.1 5.22 +0.06 .0568 iShMSCISaudiArabia KSA 1.4 45.59 –0.06 .0176 VangdMegaVal MGV 2.2 105.10 +0.86 .6572
VangdSTCpBd VCSH 1.6 79.33 –0.15 .099 GlbXSilverMiners SIL 1.7 35.26 –0.80 .4064 SPDRNuvBBHYMuni HYMB 3.3 57.53 +0.14 .1409
iShMSCISingapore EWS 6.0 21.33 –0.45 1.0032 VangdMC VO 1.2 233.17 +3.23 .9203
FidelityNasdaq ONEQ .6 53.37 +0.46 .109 VangdShtTmInfltn VTIP 4.7 51.28 +0.27 .9582 GlblXSuperDividend SDIV 9.6 11.71 –0.60 .10 iShMSCISouthAfrica EZA 1.8 52.19 –0.08 .4577 SPDRNuveenMuniBd TFI 1.8 49.71 +0.09 .0634 VangdMC Val VOE 1.8 146.30 +0.92 .8561
FT CapStrength FTCS 1.2 76.10 +0.51 .2821 VangdShortTermTrea VGSH .3 59.99 –0.07 .0168 GlbX US Pfd PFFD 5.6 23.59 +0.14 .109 iShMSCISthKorea EWY 2.3 72.66 –0.32 1.6785 SPDRNuveenSTMuni SHM .8 48.04 –0.02 .0201 VangdRealEst VNQ 2.8 104.09 +2.08 1.0531
FT CloudComp SKYY .9 86.05 –0.03 .6773 VangdTotalBd BND 2.0 81.32 –0.21 .1365 GlbX Uranium URA 5.9 22.71 +1.87 1.309 SPDRPtfAggBd SPAB 2.2 28.45 –0.07 .0492
iShMSCISpain EWP 3.3 26.14 –0.11 .4353 VangdS&P500ETF VOO 1.4 402.37 +3.08 1.5329
FT EnhShtMat FTSM .4 59.70 –0.02 .017 VangdTotIntlBd BNDX 3.2 53.31 –0.28 .0469 GSTreasury0-1Y GBIL ... 99.97 ... ... SPDRPtfDevxUS SPDW 3.2 34.59 –0.20 .5981
iShMSCISweden EWD 6.5 38.88 –0.70 1.2041 VangdS&P500 Grw VOOG .6 263.81 +2.67 .4662
FT GlTactCommod FTGC 6.4 26.05 +0.30 1.6622 VangdTotIntlStk VXUS 3.2 60.79 –0.75 .9412 GSActiveBetaIntlEq GSIE 2.5 33.21 –0.29 .1326 SPDRPtfEM SPEM 3.2 40.41 –1.23 .9491
iShMSCISwitz EWL 1.9 48.29 –0.01 .9149 VangdST Bond BSV 1.2 79.24 –0.14 .0739
FT LowDurOpp LMBS 2.0 49.45 –0.08 .0775 WisdTrUSQltyDiv DGRW 1.8 62.31 +0.06 .075 GSActiveBetaUSLC GSLC 1.2 86.79 +0.82 .3137 SPDR PtfEurope SPEU 2.9 39.82 –0.47 .2676
iShMSCITaiwan EWT 2.2 64.07 –1.39 1.7603 VangdSC VB 1.3 209.59 +2.91 1.0908
FT MgdMuni FMB 2.0 54.84 +0.09 .09 GraniteGold BAR ... 18.77 –0.04 ... SPDRPtfIntermCpBd SPIB 1.6 34.88 –0.10 .0454
iShMSCIUK EWU 4.2 34.22 –0.05 .8757 VangdTaxExemptBd VTEB 1.7 53.18 +0.09 .0703
FT NasdCybersec CIBR .6 48.76 +2.64 .2807 NYSE ARCA HartfordMultiDvxUS RODM 4.6 29.13 –0.30 .7274 iShNatlMuniBd MUB 1.8 112.49 –0.18 .1581 SPDR PtfIntTrea SPTI .6 31.13 –0.05 .0224 VangdTotalStk VTI 1.3 221.41 +2.04 .8592
FT NasdOil&Gas FTXN .9 23.01 +0.46 .0101 HealthCareSelSect XLV 1.4 130.95 +3.44 .5275 iShRussell1000Gwth IWF .6 266.83 +2.78 .4007 SPDRPtfLTCorpBd SPLB 3.3 28.39 –0.07 .0854 VangdTotlWrld VT 1.9 100.29 +0.01 .785
FT NasdaqTrans FTXR .7 31.78 –0.10 .073 ARKInnovationETF ARKK .0 67.82 +3.02 .7826 IndSelSectorSPDR XLI 1.3 99.13 +0.79 .385 iShRussell1000Val IWD 1.7 162.85 +1.35 .7162 SPDRPtfLgTermTrea SPTL 1.8 39.07 –0.40 .0624 VangdValue VTV 2.2 144.65 +1.10 .9031
FTRisingDivAch RDVY 1.1 49.59 –0.09 .1712 ARK NextGen ARKW .0 85.41 +2.98 3.3143 InvscCA AMT-Fr PWZ 2.3 26.78 –0.04 .0484 iShRussell2000Gwth IWO .4 253.96 +5.18 .2828 SPDRPtfMtgBkdBd SPMB 2.7 24.53 –0.03 .0518 WisdTrEMxSOE XSOE 1.4 34.83 –1.02 .0405
FT SMID CapRising SDVY 1.2 28.66 +0.06 .1247 AberdStdPhysGold SGOL ... 18.13 –0.07 ... InvscChinaTech CQQQ ... 56.16 –0.43 ... iShRussell2000 IWM 1.0 202.50 +3.03 .6655 SPDRS&P500Value SPYV 2.2 40.95 +0.26 .2552 WisdTrEM HiDiv DEM 5.6 45.46 –1.35 .7159
FT SrLoanFd FTSL 3.3 47.38 –0.02 .1425 AberdStdPhySilv SIVR ... 23.36 +0.32 ... InvscDBComm DBC ... 23.47 +0.29 ... iShRussell2000Val IWN 1.6 158.38 +1.78 .9023 SPDRPtfS&P1500 SPTM 1.4 53.98 +0.45 .2094 WisdTrFRTrea USFR .0 25.14 ... .0021
FT TCW Opp FIXD 1.5 51.03 –0.14 .07 abrdnBbgAllCmdK1 BCI 17.2 26.05 +0.21 4.4677 InvscDBAgriFd DBA ... 20.69 –0.35 ... iShRussellMid-Cap IWR 1.1 76.48 +0.98 .2568 SPDRPtfS&P500 SPLG 1.4 51.46 +0.40 .2031 WisdTrIndiaEarn EPI 1.2 35.47 –0.59 .192
FT TacticalHY HYLS 5.7 46.17 +0.33 .24 AdvShPureUSCan MSOS .0 21.50 –1.75 .07 InvscDBBaseMet DBB ... 24.22 +0.35 ... iShRussellMCValue IWS 1.5 116.98 +1.02 .5127 SPDRS&P500Growth SPYG .7 63.38 +0.64 .1228 WisdTrUSLCDivFd DLN 2.0 64.05 +0.27 .04
GlbXAuto&Elc DRIV .3 27.46 –0.34 .0567 AlerianMLPETF AMLP 7.8 36.31 –0.04 .71 InvscDBOilFund DBO ... 15.72 +0.12 ... iShRussell1000 IWB 1.2 242.97 +2.15 .7801 SPDRS&P500HiDiv SPYD 3.6 43.11 +0.27 .1276 XtrkrsHarvCSI300 ASHR .9 36.62 –0.20 .3453
GlbXCloudComp CLOU ... 20.69 +0.08 ... AmpCWPEnhDiv DIVO 5.0 36.44 –0.28 .1447 InvscDBUSDBull UUP ... 25.84 +0.12 ... iShRussellTop200Gr IWY .6 151.88 +1.28 .2256 SPDRPtfS&P400MC SPMD 1.3 46.66 +0.51 .1054 XtrkrsMSCIHiDiv HDEF 4.7 24.13 –0.30 .144
GlbX Cybersec BUG ... 29.73 +1.85 ... AmplifyTransData BLOK 17.7 32.41 +0.34 5.7502 InvscDynEnerExpl PXE 1.5 23.20 +0.18 .1652 iShS&PMC400Growth IJK .6 77.07 +1.50 .134 SPDRPtfS&P600SC SPSM 1.5 41.82 +0.37 .27 XtrkrsMSCIEAFE DBEF 2.4 37.57 –0.17 .239
GlbXFinTech FINX 6.9 31.56 +0.57 2.1631 ArkFinInnov ARKF ... 29.52 +0.52 ... InvscDynLeisure PEJ .3 48.66 –0.39 .0743 iShS&P500Growth IVW .5 73.13 +0.72 .0927 SPDRPtfSTCpBd SPSB 1.0 30.46 –0.05 .0237 XtrkrsUSDHYCpBd HYLB 4.7 38.29 +0.29 .1632
Complete FOREIGN EXCHANGE LIST: Page M64 Foreign Markets Key Cross Rates $1=€.8871, ¥115.51, £.7454
Europe GLOBAL STOCK MARKETS Asia

Skirmish: Russia’s market fell by a third and left In Local Currencies In U.S. Dollars1 Asset Freeze: Oil prices ricocheted with Rus-
Europe’s bourses burned by its Ukraine attack. Week's Week's sia’s assault, and Japan joined with sanctions.
Index % Chg. 2/25 52-wk Range % Chg. 2/25 52-wk Range
-1.50% S&P Europe BMI The World 0.1 2277.0 2477.0– 2032.3 –0.1 2980.2 3248.1– 2706.5 -3.22% S&P Pan Asia BMI
E.A.F.E.2 –2.0 1282.8 1383.0– 1198.0 –2.6 2177.8 2404.8– 2108.1
Denmark 1.42 Australia –3.3 1364.9 1494.6– 1311.8 –2.6 880.9 1005.8– 838.5 Indonesia 0.26
Austria –10.3 645.7 776.9– 528.3 –11.1 1372.0 1683.3– 1211.5
Belgium 0.70 Belgium 1.0 964.3 1027.7– 887.5 0.1 1344.0 1543.7– 1268.4 -0.92 Malaysia
Canada 0.4 2654.4 2732.1– 2258.4 0.4 2252.9 2351.4– 1928.9
Norway 0.06 Denmark 1.9 13878.4 15982.8– 11463.5 1.0 15729.3 18519.0– 13769.1 -2.02 New Zealand
Finland –3.2 782.5 918.0– 753.9 –4.0 583.7 721.3– 555.8
-0.18 Switzerland France –2.5 2406.1 2627.0– 2066.9 –3.3 2287.1 2517.2– 2108.2 -2.03 Thailand
Germany –3.8 1030.4 1160.9– 996.0 –4.6 2167.6 2580.5– 2070.7
-0.27 U.K. Greece –2.3 48.7 50.6– 38.7 –3.1 20.3 21.4– 17.3 -2.48 Japan
Hong Kong –5.9 15872.5 19126.2– 15644.9 –6.0 11291.5 13682.0– 11136.9
-1.16 Greece Ireland –5.2 261.5 310.7– 251.4 –6.0 224.2 280.7– 215.7 -2.51 South Korea
Italy –2.7 816.7 887.5– 729.0 –3.5 296.5 325.1– 282.8
-1.22 Spain Japan –2.5 1150.3 1294.8– 1127.9 –2.9 3588.7 4257.8– 3548.3 -2.52 Singapore
Netherlands –1.9 2459.9 3087.5– 2250.8 –2.7 4535.0 5880.4– 4331.5
-1.75 Netherlands New Zealand –2.0 151.9 184.0– 148.6 –1.3 155.4 200.0– 148.3 -2.61 Philippines
Norway 0 3486.6 3560.9– 2916.9 1.5 2813.8 3036.0– 2419.3
-2.27 Sweden Portugal3 3.0 98.0 109.9– 92.0 2.2 72.2 83.6– 68.2 -3.10 Australia
Singapore –3.4 1564.2 1738.7– 1533.6 –4.0 3555.3 3972.5– 3456.9
-2.55 France Spain –1.2 837.0 905.5– 801.4 –2.0 396.0 461.9– 378.4 -3.24 Taiwan
Sweden –2.4 17127.6 20138.9– 16225.0 –3.1 9396.4 11695.4– 8943.6
-2.83 Italy Switzerland –0.1 1586.0 1731.5– 1395.0 –0.9 7339.4 8117.6– 6500.6 -3.61 India
U.K. –0.1 2133.6 2177.8– 1820.7 –1.3 1193.0 1235.7– 1060.8
-2.95 Finland U.S.A. 0.9 4203.8 4621.2– 3662.9 0.9 4203.8 4621.2– 3663.0 -4.76 China
Base Jan. 1, 1970=1001Adjusted for foreign exchange fluctuations relative to the U.S. $.
2Europe, Australasia, Far East Index.3Base: Jan. 1, 1988=100.
-3.44 Germany -5.49 Hong Kong
Source: Morgan Stanley Capital International Perspective, Geneva.
Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
KEY FOREIGN STOCK MARKET INDEXES S&P Global Broad Market Indices
S&P Global S&P Global SP Global Point
Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date Indexes, Indexes, Indexes, Chg. % Chg.
Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg. Region/ Local Curr. Wkly U.S. $ Wkly U.S. $ on From From
Country 02/25/22 % Chg. 02/25/22 % Chg. 12/31/21 12/31/21 12/31/21
Amsterdam AEX 727.85 –2.29 –70.08 –8.78 Mexico City IPC 52555 +0.52 –716.84 –1.35 Americas 469.76 0.90 509.85 — 40.10 — 7.86
Brazil 1015.55 0.00 222.37 — 0.56 194.62 27.75 14.26
Athens General 927.25 –3.00 +33.91 +3.80 Milan FTSE All Share 27121 –6.12 –2820.69 –9.42 Canada 648.66 0.48 647.14 0.47 657.05 — 9.91 — 1.51
Chile 299.49 — 1.48 164.07 — 2.26 147.46 16.62 11.27
Bangkok SET 1679.90 –1.94 +22.28 +1.34 Moscow RTS 936.94 –32.66 –658.82–41.29 Mexico 872.64 0.37 344.78 — 0.28 349.74 — 4.95 — 1.42
U.S. 44516.75 0.94 44516.75 0.94 48634.31 — 4117.55 — 8.47

Bombay Sensex 55858 –3.41 –2395.30 –4.11 Oslo Composite 1305.29 +0.75 –2.40 –0.18 Latin America 238.23 — 0.50 216.14 22.10 10.22
Europe 444.62 — 2.33 484.02 — 39.41 — 8.14
Brussels Bel-20 4061.17 +0.40 –248.98 –5.78 Paris CAC 6752.43 –2.56 –400.60 –5.60 Austria 333.44 — 7.67 311.23 — 8.45 345.84 — 34.60 — 10.01
Belgium 364.36 0.70 340.10 — 0.15 350.77 — 10.67 — 3.04
Santiago Selective 2905.81 –1.84 +99.64 +3.55 Denmark 2661.72 1.42 2520.96 0.54 2885.76 — 364.80 — 12.64
Buenos Aires Merval 87969 –1.65 +4469.76 +5.35
Finland 1651.83 — 2.95 1541.84 — 3.78 1754.30 — 212.46 — 12.11
Sao Paulo Bovespa 113141 +0.23 +8319.50 +7.94 France 489.21 — 2.55 456.64 — 3.37 491.27 — 34.64 — 7.05
Copenhagen OMX 20 1647.78 +1.83 –216.20–11.60
Germany 499.35 — 3.44 466.10 — 4.25 519.74 — 53.65 — 10.32
Seoul Composite 2676.76 –2.47 –300.89–10.10 Greece 24.04 — 1.16 24.56 — 2.00 22.50 2.06 9.15
Dublin ISEQ 7589.62 –7.38 –854.90–10.12
Ireland 792.57 — 3.84 739.80 — 4.65 837.54 — 97.74 — 11.67
Shanghai Composite 3451.41 –1.13 –188.37 –5.18 Italy 255.21 — 2.83 238.21 — 3.65 256.37 — 18.16 — 7.08
EURO STOXX SXXE 439.81 –2.63 –39.03 –8.15
Netherlands 907.15 — 1.75 846.74 — 2.58 1003.04 — 156.30 — 15.58
Shenzhen B Share Idx 1142.18 –1.12 –31.62 –2.69 Norway 738.97 0.06 584.73 1.57 593.85 — 9.12 — 1.54
EURO STOXX 50 SXSE 3970.69 –2.54 –327.72 –7.62
Portugal 65.56 1.26 66.98 0.40 71.59 — 4.62 — 6.45
Singapore FTSE STI 3294.47 –3.92 +170.79 +5.47 Russia 1762.96 — 28.22 171.29 — 32.63 291.19 — 119.90 — 41.18
Frankfurt DAX 14567 –3.16 –1317.63 –8.29 Spain 381.56 — 1.22 356.15 — 2.06 368.96 — 12.80 — 3.47
Stockholm OMXS 865.53 –2.27 –171.60–16.55 Sweden 1596.51 — 2.27 1198.73 — 2.93 1497.71 — 298.98 — 19.96
Helsinki OMHX 11353 –3.19 –1508.66–11.73 Switzerland 695.20 — 0.18 1093.12 — 0.98 1209.16 — 116.03 — 9.60
STOXX Europe 50 SXSP 3661.24 –1.44 –157.22 –4.12 United Kingdom 299.07 — 0.27 265.75 — 1.49 268.74 — 2.99 — 1.11
Hong Kong Hang Seng 22767 –6.41 –630.49 –2.69 South Africa 1053.52 — 1.87 338.34 — 2.33 310.28 28.06 9.04
STOXX Europe 600 SXXP 453.53 –1.58 –34.27 –7.03 Pacific Region 258.75 — 3.48 276.29 — 17.54 — 6.35
Istanbul IMKB 1952.40 –3.94 +94.75 +5.10 Australia 512.26 — 3.10 537.43 — 2.44 577.80 — 40.37 — 6.99
Sydney S&P/ASX 200 6997.80 –3.10 –446.84 –6.00
China 456.69 — 4.76 561.28 — 4.79 599.44 — 38.17 — 6.37
Jakarta Composite 6888.17 –0.07 +306.69 +4.66 Hong Kong 459.33 — 5.49 456.20 — 5.59 464.98 — 8.79 — 1.89
Taipel Weighted 17652 –3.18 –566.66 –3.11
India 1671.27 — 3.61 872.09 — 4.42 940.54 — 68.45 — 7.28
Johannesburg All Share 74205 –2.83 +496.30 +0.67 Japan 146.62 — 2.48 158.39 — 2.85 169.63 — 11.25 — 6.63
Tel Aviv 125 Index 2009.77 –3.26 –46.74 –2.27
Malaysia 238.57 — 0.92 148.69 — 1.25 149.91 — 1.22 — 0.81
Kuala Lumpur Composite 1591.72 –0.71 +24.19 +1.54 New Zealand 362.08 — 2.02 475.14 — 1.41 546.91 — 71.77 — 13.12
Tokyo Nikkei-225 26476 –2.38 –2315.21 –8.04
Philippines 378.02 — 2.61 293.71 — 2.60 292.38 1.33 0.45
LISBON PSI 3968.32 +1.25 –215.86 –5.16 Singapore 201.31 — 2.52 242.48 — 3.01 258.08 — 15.59 — 6.04
Toronto S&P/TSX 21106 +0.47 –116.84 –0.55
South Korea 1038.58 — 2.51 1465.23 — 2.99 1640.02 — 174.78 — 10.66
London FTSE - 100 7489.46 –0.32 +104.92 +1.42 Taiwan 175.94 — 3.24 204.87 — 3.80 215.25 — 10.38 — 4.82
Vienna ATX 3506.14 –8.12 –354.92 –9.19
Thailand 368.81 — 2.03 546.61 — 2.99 524.75 21.86 4.16
Euro Zone 161.28 — 3.38 177.35 — 16.07 — 9.06
Madrid IBEX 35 8486.60 –1.20 –227.20 –2.61 Wellington S&P/NZX 50 11923 –1.80 –1110.39 –8.52
Europe Developed (ex U.K.) 584.07 — 2.60 650.74 — 66.67 — 10.24
Europe (Nordic) 1261.18 — 1.61 1483.23 — 222.06 — 14.97
Manila Composite 7212.23 –2.78 +89.60 +1.26 Zurich Swiss 11987 –0.19 –888.35 –6.90
Pacific (ex. Japan) 360.63 — 3.80 384.48 — 23.86 — 6.21
World (ex US) 233.03 — 2.90 248.90 — 15.87 — 6.38
Indexes are based on local currencies. Because of various holidays and other market closings, the most recent close is not necessarily S&P Global Broad Market Indices 342.79 — 0.70 370.92 — 28.13 — 7.58
that of the week of publication. GLOBAL DOW 4073.50 — 1.97 4137.77 — 64.27 — 1.55
s2022 S&P Dow Jones Indices. All Rights Reserved.
Mutual Funds Data provided by
Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. CASH TRACK NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
Sustain Equity 44.07 0.24 -9.1 NS SmallCapGrowthIS 44.16 1.15 -15.5 47.3 Val&Incm n 19.69 0.09 -3.1 38.2
A American Century I:
CaHYMu 10.79 0.01 -3.3 14.0 All In: Investors added more cash to equity funds, bringing the past month’s average weekly
Clipper:
ClipperFd n 133.54 -0.39 -2.1 45.9
Davis Funds A:
NYVen A 28.36 -0.14 -1.9 42.0
AAM: DiscCoreVal 34.32 0.10 -4.2 48.2 Cohen & Steers: Davis Funds C & Y:
B&GIncGroClI 23.64 0.25 -7.2 42.6 DivBnd 10.52 -0.05 -3.8 10.7 inflow to $9.4 billion. Taxable-bond funds outflows narrowed to $4.7 billion, and muni-bond GblInfrI 22.75 0.15 -4.1 25.2 NYVenY 29.39 -0.14 -1.8 43.1
AB Funds: EmgMkt 12.94 -0.54 -8.9 19.6 GlbRltyI 61.88 0.44 -6.9 29.5 Del Invest Instl:
AlBeGblBndFdClZ p 7.96 -0.03 -3.6 6.1 EqInc 9.66 0.08 -2.0 32.3 outflows eased to $18.1 billion. Money-market fund outflows swelled to $21.6 billion. InstlRlty 53.08 1.01 -10.3 46.3 CorpBdI 5.80 -0.03 -6.6 16.0
AllMktRlRtnPtZ 9.85 0.04 1.7 35.9 FocusDynamGrowth 48.11 0.74 -15.3 80.1 IntlRltyI r 11.52 -0.13 -4.1 15.4 USGrw 18.88 0.24 -13.8 54.1
AllMktRtrn1 9.77 0.04 1.6 35.0 Growth 48.33 0.40 -12.9 81.0 Equity Funds Municipal Bond Funds PrefSecIncmA 13.37 -0.04 -4.7 16.7 Value 21.04 0.27 -0.6 32.6
CapFdInc.LCapGow 85.44 1.37 -13.5 77.6 IntTF 11.47 0.01 -2.9 10.0 14400 12000 PrefSecIncnI 13.41 -0.04 -4.6 17.6 Delaware Invest A:
DiscovValFd 24.01 0.18 -3.7 40.8 MdCapVal 18.09 0.05 0.6 43.1 RltyIncA p 18.53 0.38 -10.5 44.7 Diver Inc p 8.61 -0.05 NA NA
IntDurInstl 14.59 -0.07 -4.0 9.9 OneChoice2035 16.43 0.00 -5.6 32.5 RltyIncI 19.76 0.40 -10.5 45.8 GroInA p 14.22 0.08 0.7 38.7
IntlStraEquPtZ 12.65 -0.25 -4.7 19.3 SDIPB 10.97 0.07 -0.1 15.9 9800 4300 RltyShs n 74.84 1.41 -10.3 45.7 OppA p 34.49 0.37 -2.3 44.7
MuniIncmShares 12.34 0.03 -3.6 20.3 SmCapVal 10.79 0.07 -2.9 60.9 Colorado BondShares: SmCpValA p 75.24 0.73 -1.6 40.4
SmCapGrwPortZCl 69.89 1.26 -18.7 52.3 Ultra 79.69 0.76 -13.4 89.5 ColoradoBdShs 9.22 0.00 -1.3 14.5 SMIDCapGrA p 24.61 1.04 -18.2 56.2
AB Funds - A: American Century Ins: 5200 -3400 Columbia Class A: TxUSA p 11.79 0.01 -4.4 16.5
BalWlthStrA p 15.40 -0.01 -7.2 21.1 CAIntTf 11.80 0.01 -2.7 8.1 AcornA t 8.36 0.13 -16.5 25.8 Deutsche DWS:
GlobalBondA p 7.96 -0.03 -3.7 5.2 American Century Inv: AMTTEBd 16.22 0.02 -4.0 11.2 CapGrth p 109.14 1.61 -12.9 75.8
GrowthA p 97.92 1.85 -13.5 61.7 Balanced n 17.90 0.03 -7.1 34.8 600 -11100 BalancedA t 48.71 0.40 -4.8 46.2 CapGrth n 111.08 1.64 -12.8 77.0
HighIncomeA p 7.57 -0.02 -3.8 12.2 CaHYMu n 10.80 0.02 -3.3 13.4 BldrAggrsv 12.97 0.01 -6.4 38.9 CoreEq n 31.51 0.35 -6.2 58.4
LgCpGrA p 76.36 1.22 -13.6 75.9 CAIntTF n 11.79 0.01 -2.8 7.4 BldrMod p 10.91 -0.01 -5.5 27.4 EqDivA 54.75 0.07 -0.8 23.7
MuCA A p 11.17 0.01 -2.7 10.1 DiscCoreVal n 34.23 0.10 -4.3 47.3 -4000 -18800 ContCoreA p 31.18 0.48 -5.4 69.5 GblGrwS n 41.45 -0.47 -12.9 33.8
NtlMuA p 10.41 0.02 -3.0 10.2 DivBnd n 10.52 -0.04 -3.8 10.2 Dec Jan Feb Dec Jan Feb DisplCoreA p 13.47 0.12 -7.1 55.8 GNMA S n 13.26 -0.01 -2.3 5.4
RelatValA p 6.48 0.03 -1.8 41.9 EmgMkt nr 12.60 -0.53 -9.0 18.7 DivIncA t 29.86 0.14 -5.5 48.0 HiIncA 4.62 0.02 -3.4 15.1
SmCpGroA p 60.68 1.08 -18.7 50.7 EqGro n 28.47 0.06 -9.0 50.4 DivOpptyA 38.01 0.10 -0.5 40.3 MgdMuniA p 8.87 0.01 -3.7 9.0
SmMdCpGrA p 10.85 0.18 -17.9 47.2 EqInc n 9.64 0.07 -2.0 31.4 Money Market Funds Taxable Bond Funds EqValA 13.09 -0.17 -3.3 35.2 MgdMuniS n 8.89 0.02 -3.6 9.8
SustGlblThemGrA p 152.54 1.62 -13.8 70.7 FocusDynamGrowth n 47.48 0.72 -15.3 79.1 16775 7600 FocEqA t 16.77 0.23 -11.6 76.3 S&P500S n 41.33 0.34 -7.9 63.7
AB Funds - ADV: Grwth n 46.99 0.38 -12.9 79.9 GlobEq 16.97 0.23 -13.6 63.6 TechA 31.04 0.57 -15.0 90.6
ConGroAdv 52.60 0.55 -12.7 68.4 Heritage n 21.81 0.64 -15.0 55.7 GlobTech 64.08 0.95 -12.1 127.5 Diamond Hill Funds:
GlbBd 7.96 -0.03 -3.5 6.0 InfAdjBd n 12.51 0.09 -2.8 21.1 9000 HiYldBd 11.51 0.07 -3.9 16.2 LgCapA pn 33.94 0.31 -4.4 52.9
HiIncmAdv 7.58 -0.02 -3.8 13.0 Intl Gr n 12.95 -0.04 -12.3 37.9 3300 IncmBldr t 12.56 -0.07 -4.0 20.8 LgCapI 34.14 0.31 -4.3 54.2
IntlSmCapPtADV 12.11 -0.11 -6.8 23.3 IntlOppt n 10.19 -0.08 -15.0 33.9 1225 LgCpGrowA t 53.03 0.56 -13.3 78.4 LgCapY 34.18 0.31 -4.3 54.7
IntlStraEquPtADV 12.64 -0.25 -4.7 19.4 IntTF n 11.47 0.01 -2.9 9.4 LgCpIdx pn 56.47 0.47 -7.9 62.8 LongShortI 28.76 0.16 0.3 33.7
IntlStrgCore 13.15 -0.05 -5.1 19.8 FocLgCapVal n 10.76 0.07 0.2 38.9 -6550 LgCpVl A 16.67 0.05 -2.3 46.7 SmMidCapI 27.61 0.19 -2.7 42.1
LgCpGrAdv 85.61 1.38 -13.5 77.2 MdCapVal n 18.07 0.05 0.5 42.2 -1000 LiGoBalA p 11.97 0.00 -6.0 33.1 Dimensional Fds:
MuniBdInfl 10.98 0.10 -1.4 15.4 OneChAgg n 16.49 0.00 -6.8 40.8 MdCpIndxA pn 16.13 0.18 -6.3 42.1 2TGlFxd 9.78 -0.01 -1.0 1.8
NationalPtf 10.41 0.02 -2.9 11.0 OneChCon n 14.10 0.00 -4.9 27.7 -14325 MidCapGthA t 21.09 0.47 -16.5 51.9 5GlbFxdInc 10.43 -0.02 -2.5 0.9
SelectUSLgShrt 14.03 0.03 -3.4 39.0 OneChMod n 15.97 -0.01 -6.1 34.9 SelgComuInfoA 114.60 1.59 -11.5 126.3 CAIntrTrmMuniBd 10.47 0.00 -2.3 3.1
SmCapCorePortADV 14.03 0.16 -8.2 34.4 OneChoice2025 n 14.53 0.00 -4.9 27.0 -22100 -5300 SelMidCpValA 13.58 0.17 -3.1 52.9 CASTMuniBd 10.17 0.00 -0.7 1.1
SmMdCpGr 12.22 0.20 -17.9 48.2 OneChoice2035 n 16.41 0.00 -5.7 31.7 Dec Jan Feb Dec Jan Feb SmCapGthA t 21.71 0.59 -17.0 55.2 Cont 31.36 -0.69 -8.1 42.4
SmMidCpValAdv 25.02 0.20 -3.7 40.6 OneChoiceRet n 13.00 0.00 -4.7 25.2 SmCpIdxA pn 27.41 0.27 -6.5 37.1 DFARlEst 46.52 1.05 -10.2 37.7
SustGlbThemAdv 165.32 1.76 -13.8 72.0 Select n 102.98 0.18 -11.8 78.4 StratIncA 23.61 -0.10 -3.3 11.9 EmgMkt 31.14 -0.71 -1.3 22.6
SutblIntlThemat 20.77 -0.03 -12.7 43.2 SmCapGrowth n 18.80 0.41 -13.2 59.0 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI TaxEA 13.03 0.02 -3.6 9.6 EmgMktSoCoEq 15.59 -0.37 -2.4 22.5
TxMgdWlthAppAdv 19.52 -0.04 -6.9 42.3 SmCpVal n 10.66 0.08 -2.8 59.9 TechA p 59.70 0.90 -13.4 95.3 EmgMktVa 31.46 -0.71 1.5 18.9
WlthApprStr 19.27 -0.04 -6.9 43.0 Sustain Equity n 43.86 0.24 -9.2 66.0 ThermoA 16.30 -0.05 -4.2 44.6 EmMktCorEq 24.59 -0.54 -1.8 25.6
AB Funds - C: Ultra n 75.86 0.72 -13.4 88.4 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. TotReBdA t 35.37 -0.17 -4.7 14.4 EmMktSmCp 23.99 -0.36 -3.9 31.6
LgCpGrC t 50.81 0.80 -13.7 71.9 Value n 9.06 0.03 1.7 43.8 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. Columbia Class Adv: Fixd 10.21 -0.01 -0.7 1.8
AB Funds - I: American Century R6: ContCore p 32.27 0.49 -5.3 70.8 GblAll60 40Inst 21.05 0.01 -4.5 32.2
GlbBd 7.96 -0.03 -3.5 6.0 AmCentUltraFdR6 80.19 0.77 -13.4 90.4 YacktmanFd I 24.29 -0.10 -0.9 50.4 PartnersInst 165.16 -4.55 -19.8 230.9 EmgMkts 28.23 -1.55 -5.9 30.9 CoreBond 9.98 -0.05 -4.0 11.4 DivIncom 30.45 0.14 -5.4 49.1 GlAll25 75Inst 14.32 0.00 -2.8 16.6
LgCpGroI 84.98 1.36 -13.5 77.1 EmgMkt 12.95 -0.54 -8.9 20.1 Angel Oak Funds Trst: RealEstateInst 37.92 0.21 -8.3 99.4 EqtyDivd 22.01 0.13 1.5 46.8 CorePlusBond 9.90 -0.05 NA NA Columbia Class C: GlEqInst 30.57 0.04 -5.6 48.2
SmCpGroI 69.30 1.24 -18.7 51.9 EqInc 9.67 0.08 -2.0 32.8 AglOkMtiStFdClIn 10.11 NA NA NA SmallCapInst 33.57 0.09 -17.0 49.8 FloRateIncPorIns 9.81 -0.05 -0.7 11.0 Intl Eq 12.50 -0.20 -6.6 22.2 Balanced 48.43 0.39 -4.9 43.0 GlRESec 12.29 0.17 -8.6 26.9
Aberdeen Fds: Growth 48.42 0.40 -12.9 81.8 AQR Funds: BBH Funds: LgCpFocusGwth 6.52 0.12 -15.7 67.8 LargeCapGrowth 20.75 0.28 -11.8 73.3 DivInc t 28.83 0.13 -5.6 44.7 InfProtSec 12.93 0.09 -2.9 22.0
EmMktEqty Inst 15.99 -0.63 -7.3 23.7 InfAdjBd PACH R6 12.49 0.09 -2.8 22.1 DivArbI 11.91 NA NA NA BdMktN n 10.20 -0.01 -0.8 6.7 GlblAlloc 19.53 -0.33 -6.9 32.6 LargeCapValue 17.06 0.07 -1.4 56.0 Columbia Class I: IntGvFxdInc 12.25 -0.04 -3.3 8.9
UltStMuniIncInst 10.02 0.00 -0.1 2.0 MdCapVal 18.09 0.05 0.6 43.8 LgCapDefStyle I 28.26 NA NA NA BerkshireFocus n: GlobLg/ShrtCrIns 9.72 -0.04 -2.0 11.1 MunicipalBond 10.41 0.01 -3.0 9.2 Acorn I 11.89 0.19 -16.4 26.8 IntlCoreEq 15.44 -0.19 -4.1 29.5
USSmCapEq Inst 38.34 0.23 -13.6 52.8 OCP2025 10.52 0.00 -4.8 28.4 LgCapDefStyle R 28.23 NA NA NA BerkshireFocus n 27.11 0.45 -25.1 59.5 HlthScOp 72.56 2.01 -9.2 40.2 S/MCapGrowth 14.46 0.25 -13.8 49.2 AcornIntl I 27.50 -0.12 -17.4 24.2 IntlREst 4.46 -0.01 -5.9 9.7
Acadian Emerging Markets: OCP2030 11.59 0.00 -5.2 30.7 LgCapMomStyle I 22.27 NA NA NA Bernstein Fds: HYMuni 10.25 0.02 -3.5 19.6 S/MCapValue 14.39 0.12 -2.4 45.1 AltBeta I 28.31 -0.03 0.2 -8.2 IntlSustCore1 12.28 -0.13 -7.1 31.0
AcadnEm Inv n 23.11 -0.73 -1.3 23.1 OCP2035 10.95 0.00 -5.6 33.1 LgCpMultiStyle R 18.53 NA NA NA Ca Mu n 14.21 0.01 -2.1 6.0 Interntnl 20.20 -0.35 -8.7 41.1 Brown Advisory Funds: Balanced I 48.60 0.39 -4.8 47.3 IntlVal 19.83 -0.43 3.5 26.9
Advisers Inv Trst: SmCpVal 10.80 0.08 -2.8 61.8 MgdFutStrI 8.12 NA NA NA DivrMuni n 14.41 0.01 -2.3 7.4 iShMSCIIntldx 14.96 -0.17 -5.5 26.6 GrowEqInv n 28.58 0.75 -16.6 59.2 ConSec I 23.70 0.30 -7.0 61.8 IntlVectorEq 13.46 -0.22 -3.4 29.0
Balanced n 85.24 0.34 -4.6 45.3 American Century Y: TMEmgMultStyle R 11.57 NA NA NA EmMkts n 29.24 -0.98 -3.0 24.1 MdCpGrEq 39.79 0.91 -17.0 62.5 GrwthEquityInst 29.15 0.77 -16.6 59.9 ContCore I 31.51 0.48 -5.3 70.8 IntrLrgCpGroPor 15.87 0.02 -9.9 34.8
Growth n 102.76 0.66 -6.1 60.4 IntTF 11.47 0.01 -2.8 10.1 ArbitrageI : IntmDur n 12.76 -0.06 -4.1 8.9 MultiAstIncome 10.85 -0.03 -4.0 18.4 SmallCapFndInst 29.63 0.09 -5.4 27.2 DivIncom I 29.90 0.14 -5.4 49.1 IntSmCo 20.41 -0.26 -6.3 31.3
Muni n 8.63 0.01 -2.6 8.5 American Funds Cl A: ArbitrageI 13.16 0.05 -1.0 9.1 NY Mun n 13.89 0.01 -2.3 6.3 NatlMuni 11.01 0.01 -2.9 10.0 SmCapGrInv n 24.18 0.38 -11.3 37.9 DivOppty t 38.26 0.10 -0.5 41.3 IntSmVa 21.01 -0.37 -1.8 25.9
AIG Funds: 2010TarRetA p 11.95 0.00 -3.2 24.5 Ariel Investments: BlackRock Funds: NYMUNIOPP 11.23 0.01 -2.5 8.9 BrownSmCoInv n: EmgMkt r 15.20 -0.63 -11.3 28.1 IntTermMuni 10.19 0.00 -2.1 4.4
FDivStII t 17.20 0.08 -4.2 14.6 2015TarRetA p 12.61 0.00 -3.6 26.6 ApprecInv pn 45.95 0.07 -3.7 40.3 CoreBd Inst 9.32 -0.06 -4.4 10.3 ScTechOppInst 53.83 0.92 -18.3 101.8 BrownSmCoInv n 97.27 NA NA NA FlexCap 15.14 0.10 -1.9 42.1 IntVaIII 17.08 -0.36 3.6 27.5
Akre Funds: 2020TarRetA p 13.71 0.01 -3.9 28.1 Ariel Inv pn 78.25 0.32 -6.3 43.1 CoreBd K 9.35 -0.06 -4.4 10.5 StratIncOpptyIns 9.90 -0.06 -2.2 12.2 Buffalo Funds: FocEq I p 19.49 0.27 -11.6 77.6 ITExQual 10.58 -0.09 -5.9 12.5
AkreFocusInst 57.49 0.44 -13.1 56.1 2025TarRetA p 15.31 0.01 -4.8 32.2 Aristotle Value: CreStraInc Inst 9.59 -0.08 -3.9 10.7 StratMuniOppI 11.58 0.01 -3.1 8.5 DiscFd n 24.87 0.36 -13.9 45.8 GlbTechGw I 62.54 0.95 -13.3 96.7 LgCo 31.24 0.26 -7.8 64.8
AkreFocusRtl 55.67 0.43 -13.2 54.9 2030TarRetA p 16.76 0.01 -5.8 35.6 Equity Fund n 19.00 0.31 -7.5 55.7 HiYBlk 7.44 -0.03 -4.4 16.7 TotRet 11.28 -0.07 -4.5 11.8 SmCap n 16.01 0.38 -16.3 64.3 IntmMunBd I 10.13 0.00 -2.7 8.2 LgCpIntl 26.19 -0.25 -4.4 29.1
Alger Funds A: 2035TarRetA p 18.17 0.03 -7.0 41.4 Artisan Funds: HiYInvA 7.49 0.03 -3.8 16.0 WorldInc 5.88 -0.08 -4.9 9.5 LgCapGr 10.14 0.19 -16.1 57.1 SclCrEqInst 14.45 -0.24 -5.4 26.4
CapApr
SpectraN
26.86 0.43
20.26 0.37
-14.2 68.5
-17.3 55.8
2040TarRetA p 19.00
2045TarRetA p 19.49
0.04
0.06
-7.8
-8.1
43.7
44.3
GblOppInst
GblOppInv n
32.17
31.42
NA
NA
NA
NA
NA
NA
HiYldBd Inst 7.44
InflProtBdInst 11.41
-0.02
0.06
-4.4
-2.9
16.3
22.2
BNY Mellon:
SCMultiStrM 21.48 0.42 -7.6 43.6
C LgCpGrow I
LgCpIdx I
56.36
56.95
0.59
0.47
-13.3
-7.8
79.7
64.1
SelHdgGlFxd
STExQual
9.35
10.60
-0.01
-0.03
-2.1
-2.0
3.1
3.2
Alger Funds I: 2050TarRetA p 19.19 0.06 -8.5 44.3 Intl Inv n 26.56 NA NA NA LDurBlk 9.41 -0.03 -1.9 5.2 BNY Mellon Funds: Calamos Funds: MdCpIdx I 16.03 0.18 -6.2 43.2 STGov 10.23 -0.01 -1.7 -0.5
CapAppr I-2 81.20 1.38 -13.9 72.1 AmcpA p 39.49 0.54 -13.1 48.1 IntlInst 26.72 NA NA NA LowDurBdA 9.42 -0.03 -1.9 4.2 Aprec pn 43.06 0.37 -10.5 72.1 ConvI 18.48 0.16 -8.0 57.6 MidCapGth I 24.11 0.54 -16.5 53.1 STMuniBd 10.11 0.00 -0.4 1.6
Alger Funds Inst: AMutlA p 51.49 0.48 -3.1 43.1 IntlVal Inst 40.71 NA NA NA LowDurI Inst 9.42 -0.03 -1.9 5.0 CA AMTMuBdZ nr 14.53 0.02 -3.6 8.6 Gr&IncA p 43.34 0.22 -7.2 57.2 SelComunInfo t 130.89 1.82 -11.5 128.0 TMMttVa2 35.98 0.20 -2.7 39.6
CapApprI 35.36 0.58 -14.2 68.5 BalA p 31.83 0.11 -4.9 36.1 IntlVal Inv n 40.59 NA NA NA BlackRock Funds A: Dr500In tn 55.17 0.46 -7.9 62.7 Gr&IncI 41.29 0.21 -7.2 58.4 SelLCVal p 32.83 0.08 2.6 55.0 US CoreEq1 34.07 0.28 -6.5 58.9
Allianz Fds Admin: BondA p 12.86 -0.04 -3.7 12.6 MidCapInst 44.19 NA NA NA AdvLCGrwA 19.67 0.19 -13.3 72.5 Dreyf n 15.33 0.20 -8.1 69.4 GrowthA p 35.07 0.41 -13.8 63.5 SelMdCpVal I p p 13.63 0.17 -3.1 54.0 US CoreEq2 30.93 0.24 -6.4 57.9
RCMTechI 71.35 0.72 -14.0 81.6 CapIBA p 68.79 -0.33 -2.0 28.6 MidCapInv n 37.04 NA NA NA AdvLgCapCore p 18.59 0.16 -8.8 59.3 DreyMid r Inv nr 33.45 0.37 -6.2 42.1 MktNeutA p 14.46 0.01 -1.6 12.4 SmCapGth I 23.83 0.64 -17.0 56.2 US Micro 26.04 0.27 -5.2 39.3
Allianz Funds A: CapWA p 19.08 -0.28 -4.2 5.9 MidCapVal Inv n 20.56 NA NA NA BalCapFd 24.84 0.09 -7.0 39.0 FloRtIncY 11.29 -0.02 -0.4 11.3 MktNeutI 14.28 0.00 -1.7 13.2 SmCpIdx I 27.65 0.27 -6.4 38.1 US Small 44.12 0.49 -6.2 41.6
RCMGrowthA 61.36 0.32 -14.2 82.0 CapWGrA 59.10 -0.56 -7.2 39.6 SmCpInv n 33.46 NA NA NA BasicVal 19.42 0.21 2.0 43.3 GblRealRtY 16.75 0.06 -4.1 22.8 Calvert Investments: StratInc I 23.16 -0.11 -3.3 12.7 US SmCpVal 43.01 0.25 -1.1 42.5
RCMTech t 53.22 0.53 -14.0 79.9 EupacA p 58.05 -0.43 -10.4 30.6 Ashmore Funds: CAInsMuni 12.73 0.02 -2.6 8.4 GlbStkI 25.29 0.15 -10.1 46.2 Bal A 39.27 0.25 -6.1 42.1 TaxEZ 13.03 0.02 -3.6 10.2 US TgdVal 29.89 0.18 -1.0 47.4
AllianzGI: FdInvA p 70.29 0.28 -7.5 49.3 EmgMktTRInst 5.90 NA NA NA CapAppr 32.83 0.41 -15.8 65.7 GlFxIncI 21.03 -0.06 -2.7 10.0 Eq A p 71.21 NA NA NA Thermostat I 16.00 -0.05 -4.1 45.7 USLCpGr 29.58 0.12 -9.5 64.8
MidCpValA 32.32 0.28 -5.9 33.7 GBalA p 36.72 -0.17 -4.5 26.6 Ave Maria Funds: EqtyDivd p 21.91 0.12 1.5 45.7 HYldI 5.84 0.02 -3.8 13.8 LCCoreReIdxA t 37.79 0.29 -9.3 68.1 TotReBd I 35.39 -0.17 -4.7 15.3 USLgVa 45.27 0.28 -1.7 39.5
Amana Income: GovtA p 13.79 -0.01 -2.2 11.1 Growth pn 39.30 0.63 -12.3 46.0 GlblAlloc p 19.37 -0.32 -6.9 31.5 InstS&PStkIdx I 70.68 0.59 -7.8 64.2 Carillon Eagle: Columbia Class I2: USLgVaIII 29.97 0.19 -1.7 40.0
AmanaIncm n 60.12 0.25 -8.9 45.0 GwthA p 64.15 0.37 -13.7 62.0 RisingDivd n 20.73 0.24 -5.4 42.7 HlthScOp p 68.32 1.90 -9.2 39.2 Interm n 13.30 0.01 -3.1 7.3 MdCpGrA p 77.94 1.47 -13.5 53.8 ContCore I2 32.24 0.50 -5.3 71.2 USSmCpGr 24.06 0.30 -10.0 45.3
AmanaGrowth n: HI TrA p 10.13 0.05 -3.1 18.3 LgCp Focus Gr 5.87 0.11 -15.7 66.3 IntlStkI 23.75 0.16 -11.9 36.1 Carillon Reams: DivIncom 30.42 0.15 -5.4 49.5 USSoCoreEq2 22.71 0.15 -7.4 55.8
AmanaGrowth n 64.96 0.38
Amer Beacon Insti:
-11.7 81.0 HiInMuniA
ICAA p
16.27
48.15
0.01
0.52
-3.2
-7.0
14.6
52.0
B MdCpGrA 33.91
MultiAstIncome 10.83
0.77
-0.04
-17.0
-4.0
61.3
17.4
IntlStkY
MunBd nr
23.46
11.58
0.15
0.01
-11.9
-3.2
36.2
10.0
CorePlBd I 33.33
UnconstrndBd I 12.45
-0.11 -3.5 18.4
-0.05 -1.8 14.6
MidCapIndx
SmCapIndx
16.52
28.43
0.19
0.28
-6.2
-6.4
43.2
38.2
USSustCoreI 34.07
USVectorEq 23.92
0.23
0.21
-8.4
-3.7
64.4
46.3
IntlInst 17.86 -0.40 -1.3 18.3 IncoA p 25.26 -0.01 -2.3 34.2 Baird Funds: NatlMuni p 11.02 0.01 -2.8 9.2 NY Tax nr 14.53 0.01 -3.4 8.3 Carillon Scout: Columbia Class I3: WexUSGov 9.59 -0.03 -4.4 3.2
LgCapinst 27.71 0.05 -1.8 47.1 IntBdA p 13.45 -0.03 -1.9 8.4 AggBdInst 10.86 -0.07 -4.2 10.7 NYMUNIOPP 11.24 0.01 -2.5 8.2 ResrchGrA 18.40 0.45 -12.7 70.9 MidCap I r 23.20 0.41 -5.0 47.0 Balanced I3 49.19 0.40 -4.7 47.7 WrdEXUSTARGETVAL 14.05 -0.30 -2.2 25.2
SmCpInst 28.12 0.30 -2.0 36.4 IntlGrIncA p 37.22 -1.01 -5.3 29.2 CorBdInst 11.14 -0.08 -4.2 11.6 ScTechOppA 49.06 0.84 -18.4 100.3 ResrchGrZ n 19.01 0.47 -12.7 71.9 CausewayInst : Bond I3 33.62 -0.18 -4.1 12.4 Dodge & Cox:
Amer Beacon Inv: LtdTEBdA 15.62 0.01 -2.3 5.4 IntBdInst 10.94 NA NA NA StratMuniOpp 11.58 0.02 -3.1 7.8 SelMgrSmCpGroY 26.52 0.45 -13.9 43.7 CausewayInst 17.39 -0.47 0.0 23.9 ContCore I3 p 32.26 0.49 -5.3 71.5 Balanced n 108.40 -0.19 -0.9 41.0
LgCapInv 24.69 0.05 -1.9 45.6 N PerA p 58.30 -0.11 -12.2 60.0 QualIntMunBdInst 11.52 -0.01 -2.5 6.5 StrtIncOpptyInvA 9.92 -0.04 -2.0 11.5 SelMgrSmCpVaY 25.62 0.23 -4.8 45.8 CIBC Atlas: DivIncom 30.47 0.15 -5.4 49.6 GblStock n 14.55 -0.16 0.8 44.3
American Century A: NEcoA p 53.17 0.58 -14.0 43.2 ShtTBdInst 9.58 -0.03 -1.5 6.2 TotRet 11.29 -0.06 -4.5 10.7 SmCpStk r Inv nr 31.38 0.31 -6.4 37.4 DispEq Inst 28.64 0.32 -7.5 63.2 SmCpVal II p 19.48 0.28 -3.8 45.8 Income n 13.53 -0.04 -3.8 12.4
EqIncA p 9.64 0.08 -2.0 30.6 NwWrldA 77.99 -1.04 -9.3 35.1 BalanA p: BlackRock Funds Blrk: SmMidCpGrI 29.07 0.35 -14.7 55.8 ClearBridge: STBond 9.84 -0.02 -1.6 7.2 Intl Stk n 47.53 -1.18 0.5 26.6
American Century G: SmCpA p 68.65 0.20 -14.2 48.8 BalanA p 24.51 0.08 -5.7 45.9 CapAppr 37.35 0.47 -15.7 67.4 StratValA r 40.79 0.41 -0.1 57.6 AggressGrowthA 133.06 2.13 -10.4 26.3 Columbia Funds: Stock n 244.58 -0.01 -0.3 57.1
EmgMktsDebt 9.74 -0.24 -4.2 11.5 STBFA p 9.86 -0.01 -0.9 4.1 Baron Funds: BlackRock Funds C: U.S.EqY 24.52 0.38 -11.4 48.1 AggressGrowthI 161.91 2.60 -10.4 27.4 UltShortBd Inst3 8.99 -0.01 -0.3 4.2 Domini Funds:
GlBond 9.94 -0.04 -3.3 8.3 STTxExBdA 10.08 0.01 -1.5 3.5 Asset n 98.12 1.57 -16.5 50.0 GlblAlloc t 17.01 -0.28 -7.0 28.6 WWGrA 66.84 0.17 -9.5 69.4 AllCapValueA 14.13 0.05 -0.2 33.1 Commerce Funds: Intl Eq Instit 8.58 -0.13 -6.6 18.4
InfAdjBd 12.50 0.09 -2.8 22.8 TECAA p 17.67 0.02 -3.1 9.7 GlobalAdv n 39.74 0.38 -23.1 69.6 HlthScOp 57.76 1.60 -9.3 36.1 BNY Mellon Funds Tru: AppreciationA 31.08 0.24 -6.9 56.4 Bond n 19.54 -0.10 -4.1 9.8 US Equity Inv pn 31.22 0.33 -10.7 66.8
NT IntlGr 12.38 -0.02 -12.2 43.0 TxExA p 13.12 0.02 -3.0 9.9 Growth n 100.22 1.44 -13.7 62.7 MultiAstIncome 10.82 -0.04 -4.1 14.8 BondFd 12.28 -0.05 -4.3 9.2 AppreciationI 30.84 0.24 -6.9 57.8 Community Capital Tr: DoubleLine Funds:
NT MdCapVal 13.87 0.02 0.5 45.8 WshA p 57.35 0.56 -5.2 50.0 Opportunity n 33.64 0.57 -18.7 106.0 BlackRock Funds III: EmgMkts 12.78 -0.52 -4.1 25.7 AppreciationIS 30.95 0.24 -6.9 58.1 CRAQualInvFd 10.27 -0.03 -2.5 4.4 CoreFxdIncmI 10.57 -0.04 -3.2 8.3
NTDiscGro 14.23 0.08 -12.3 70.0 AMG Funds: Partners n 159.52 -4.40 -19.8 228.3 iShS&P500IdxK 516.76 4.31 -7.8 65.0 IntlFd 14.32 -0.12 -5.4 22.5 DividendStrat1 n 29.76 0.21 -3.7 55.7 Credit Suisse Common: EmgMktIncmI 9.83 -0.03 -5.5 9.1
NTDvBnd 10.72 -0.04 -3.7 11.7 RRSmCapValI 14.57 0.00 -5.3 31.7 SmallCap n 31.41 0.08 -17.0 48.6 iShUSAggBdIdxK 10.05 -0.05 -4.1 9.0 IntmBdFd 12.39 -0.03 -2.3 6.9 DividendStratA 29.73 0.21 -3.7 54.4 ComdtyRet r 28.43 0.16 13.0 44.0 FlexibleIncomeI 9.36 NA NA NA
NTEmgMkt 12.26 -0.51 -8.9 23.2 AMG Managers Funds: Baron Instl Shares: BlackRock Funds Inst: MCMultiStrM 20.18 0.21 -8.0 50.6 DividendStratI 30.75 0.23 -3.6 55.8 Cullen Funds: GlobalBondN 9.53 -0.04 -3.2 -3.6
NTEqGrp 10.58 0.02 -8.9 53.5 Brandywine I n 39.16 0.37 -13.0 43.7 AssetInst 103.39 1.67 -16.4 51.1 AdvIntl Inst 17.41 -0.22 -6.3 26.0 NtlIntmMuni 13.53 0.02 -3.3 8.2 LargeCapGrowthA 55.64 0.83 -14.3 58.7 HiDivEqI r 15.83 NA NA NA InfraIncomeI 9.96 -0.04 -2.9 9.6
NTGrwth 21.17 0.18 -12.8 84.1 GWKMBd I 11.84 0.01 -3.6 7.2 DiscoveryInst 28.94 0.95 -17.8 49.9 AdvLgCapCore 19.59 0.17 -8.8 60.5 NtlShTMuni 12.64 0.00 -1.6 2.8 LargeCapGrowthI 63.87 0.95 -14.3 60.0 LowDurBdI 9.78 -0.01 -0.9 5.4
NTHeritage
NTHighInc
13.39 0.40
9.46 0.03
-14.7
-3.5
59.7
19.7
GWKSmCpCr I 31.18
TSIntlSC I 15.88
0.49
-0.04
-8.3
-14.3
47.5
14.5
EmergingMktsInst 16.23
FifthAvenueInst 43.26
-0.55
0.83
-7.7
-22.2
19.7
52.9
AdvSmCapInst 18.54
BalCapFd 24.97
0.42
0.09
-12.9
-7.0
33.8
40.1
Boston Trust Walden:
BostonBalanced 62.66 0.40 -7.1 41.3
LargeCapValueA 38.20
LargeCapValueI 38.12
-0.05
-0.05
-3.7
-3.7
45.6
46.8
D LowDurBdN n 9.77
ShillerEnhCAPEI 16.18
-0.01
NA
-1.0 4.6
NA NA
NTIntlVal 9.22 -0.24 -3.8 22.7 TSSmCapGrFd Z 16.19 0.32 -12.0 61.3 GlobalAdvInst 40.56 0.38 -23.1 70.9 BasicVal 19.85 0.22 2.1 44.6 Braddock Multi Strat: MidCapA 37.75 0.23 -10.2 52.1 Davenport: ShillerEnhCAPEN n 16.17 NA NA NA
NTFocLgCapVal 11.92 0.08 0.3 42.4 YachtmanFocFd I 20.89 -0.06 -1.1 50.3 GrowthInst 105.01 1.51 -13.7 64.0 CAInsMun 12.74 0.02 -2.5 9.2 Income Fund 7.16 -0.07 -1.8 -21.4 SmallCapGrowthA 38.92 1.02 -15.5 45.6 Davenport Core n 31.31 0.34 -8.7 53.3 TotRetBdI 10.09 -0.03 -2.7 6.7
SDIPB 10.98 0.06 0.0 17.5 YacktFocFd N n 20.96 -0.06 -1.2 49.5 OpptortunityInst 35.66 0.61 -18.6 107.7 CapAppr 36.97 0.46 -15.7 66.9 Bridge Builder Trust: SmallCapGrowthI 43.27 1.13 -15.5 46.8 EqOpp n 23.54 0.38 -10.5 69.6 TotRetBdN n 10.09 -0.03 -2.8 5.9
About our Funds reported closing price for the week. Footnotes: NA: not available. NE: performance excluded by Lipper editor. NN:
fund not tracked. NS: fund not in existence for whole period. e: ex capital gains distributions. f: previous day’s
The listings include the top 2500 open-end funds by assets. These funds value their portfolios daily and report net quote. n: no front- or back-end sales charge. p: fund assets are used to pay marketing and distribution costs (12b-1
asset va lues (the dollar amount of their holdings divided by the number of shares outstanding) to the National fees). r: fund levies redemption fee or back-end load. s: stock dividend or split of 25% or more. t: fund charges
Association of Securities Dealers. Total returns reflect both price changes and dividends; these figures assume that 12b-1 fees (for marketing and distribution) and a back-end load. v: capital-gains distribution may be a return of
all distributions are reinvested in the fund. Because Lipper is constantly updating its database, these returns may capital. x: ex cash dividend. Full mutual-fund listings,including dividend and capital-gains data, now appear free
differ from those previously published or calculated by others. 3 year returns are cumulative. The NAV is the last online at www.barrons.com/listings. All data supplied by Lipper.
Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
Driehaus Funds: GrowthCompanyK6 19.50 0.28 -14.8 NS StkSelAllCap 63.50 0.70 -7.8 65.2 GroInc n 51.89 0.37 0.1 57.2 Envi&AltEngy nr 30.55 0.38 -14.4 47.0 FrankTemp/Temp A: MunOpptI 8.78 0.01 -3.3 9.5 IntGrowY 38.53 -0.08 -15.2 32.7
EmMktsGr n 38.60 -0.98 NA NA InflPrBdIndInsPr n 10.83 0.07 -3.0 21.6 StrgInc 12.19 -0.04 -3.5 14.9 GrowCoK 31.28 0.45 -14.5 110.2 FinSvc nr 13.36 -0.05 2.8 64.0 DvMk A p 20.92 -1.23 -6.6 17.2 ShtDur 9.72 -0.03 -1.7 7.3 IntlBdY 4.92 -0.07 -3.3 -0.3
Dupree Mutual Fds: IntlIdxInstPrem n 46.58 -0.54 -5.5 27.1 Fidelity Freedom: GrStrt nr 53.86 1.25 -15.2 58.4 Gold nr 27.18 0.15 4.5 49.2 Frgn A p 7.38 -0.21 2.5 10.1 StrInc 8.53 -0.14 -5.0 15.9 IntlSmCoY 46.88 0.22 -17.2 31.0
KYTF n 7.73 0.01 -2.7 9.2 IntlIndex n 11.41 -0.18 -4.8 26.7 2060 K6 13.89 -0.07 -6.3 47.0 GwthDiscovery n 49.67 1.07 -10.9 86.4 Health nr 28.32 0.93 -12.3 41.1 GlBond A p 8.81 -0.01 0.5 -11.1 WorldBond 10.31 -0.01 -0.9 3.2 MnStFndY 52.10 0.60 -7.6 58.8
IntrTresBdIxPrem n 10.77 -0.03 -3.2 9.3 FAFree2020I p 13.06 -0.03 -5.0 29.7 HighInc nr 8.28 0.04 -4.1 9.9 HlthCareSrvPt r nr 132.24 3.04 -3.9 52.1 GlSmCo A p 10.19 -0.03 -7.7 30.5 Hartford Funds Y: RocMuniY 16.95 0.01 -4.0 20.1
E LgCpGwId InstPre n 25.89
LgCpVlIdxIstPrem n 15.85
0.27
0.14
-12.7
-3.0
85.9
41.4
FAFree2025I
FAFree2035I
13.69
15.11
-0.04
-0.03
-5.3
-6.1
32.4
41.4
IntBd n
IntlCapiApp K6
10.71
14.06
-0.03
0.07
-2.6
-14.3
9.1
41.0
ITSvs n
Leisr nr
71.53
16.64
0.46
-0.36
-13.7
-4.8
38.7
56.4
Growth A p
World A p
23.91
14.30
-0.05
-0.05
-2.1
-4.9
12.7
11.4
DiscpEq
DivGthY
46.06
34.09
0.29
0.22
-8.3
-2.9
61.2
59.4
Sel40Y
CoreBdY
6.32
6.44
-0.04
-0.03
8.1
-4.3
9.1
11.6
Eaton Vance Class A: LTTrsBdIdxInstPr n 13.65 -0.15 -7.2 18.5 FAFree2045A 12.90 -0.03 -6.6 43.7 IntlDisc n 47.24 -0.46 -10.8 40.0 Mat nr 103.59 1.61 -5.2 48.9 FrankTemp/Temp Adv: GrwthOppY 50.69 0.92 -14.5 63.5 Ivy Funds:
AtlCpSMID p 33.17 0.50 -6.6 49.1 MidCpGrwthIndx n 25.58 0.56 -14.1 NS FF2005 n 12.19 -0.04 -3.3 18.9 IntlEnhIdx n 10.64 -0.15 -4.5 23.7 MdTchDevis n 71.25 3.36 -14.3 58.8 Frng Adv 7.24 -0.21 2.5 10.9 IntOppY 18.81 -0.16 -6.7 35.9 AssetStrA p 23.18 -0.08 -5.0 37.7
DivBldrA 18.68 0.18 -5.7 57.1 MidCpInxInstPrem n 29.48 0.38 -7.8 48.9 FF2010 n 15.12 -0.05 -3.9 22.8 IntlGrRet n 18.49 0.05 -12.2 42.7 Multimedia nr 78.99 1.07 -13.0 61.5 GlBondAdv p 8.76 -0.02 0.5 -10.5 MidCapY 38.45 0.61 -10.5 38.6 AssetStr I r 23.60 -0.09 -5.0 38.7
FloatRt 8.98 NA NA NA MidCpValIndex n 25.41 0.22 -4.3 NS FF2015 n 12.47 -0.05 -4.4 26.4 IntlScOpps nr 22.32 0.15 -15.9 38.6 Pharm n 22.54 0.44 -5.0 43.7 Frost Family of Fund: Hartford HLS Fds IA: BalancedA p 25.34 0.07 NA NA
FltgRtAdvg p 10.39 NA NA NA NewMkt I 13.24 -0.42 -6.5 0.1 FF2020 n 15.82 -0.07 -5.0 30.0 IntlSmCap nr 30.72 -0.43 -4.9 31.9 Retail nr 19.99 -0.10 -13.4 68.6 FrTRInst 10.12 -0.05 -1.6 9.5 Balanced 33.58 0.18 -5.3 43.6 CoreEqA t 17.72 0.12 -7.9 71.3
Inc Bos 5.42 0.09 -2.5 15.6 OTCK6Port 17.90 0.16 -13.9 NS FF2020A p 12.92 -0.04 -5.1 28.6 IntMu n 10.45 0.01 -2.8 8.1 Semiconductors r nr 20.30 0.52 -14.8 163.8 CapApp 50.80 0.54 -6.4 50.7 EmgMktEqFdI 25.23 -1.34 -6.3 33.8
LgCpVal
NatlMuniInc
24.33 0.20
9.96 0.02
0.3
-3.3
47.4
10.6
PuritanK6 13.62
RealEstIdxInst n 18.12
0.09
0.37
-7.1
-10.1
NS
22.0
FF2025 n
FF2025A p
14.58
13.53
-0.06
-0.04
-5.2
-5.4
32.9
31.3
InvGB n
InvGrBd
8.03
11.16
-0.03
-0.04
-3.8
-3.6
13.1
14.0
Softwr nr
Tech nr
26.26
24.85
0.73
0.35
-12.4
-14.6
82.4
124.0
G DiscEqui
Div&Grwth
19.11
26.77
0.12
0.18
-8.3
-2.9
62.0
60.0
GlGrFundClA p
HiIncA p
55.12
6.80
-0.18
0.01
-7.4
NA
47.4
NA
ShDurGovIncFd 7.93 0.01 -0.2 3.0 SAIIntlMon 12.92 -0.06 -10.5 NS FF2030 n 18.28 -0.08 -5.5 36.4 LargeCap n 41.95 0.25 -0.3 58.1 UtilGr nr 99.29 2.13 -5.5 29.0 Gabelli Funds: IntlOpp 19.50 -0.16 -6.7 36.2 HiIncI r 6.80 0.01 NA NA
ShDurStratIncFd 7.01 NA NA NA SAIIntlSmComplet 12.48 0.11 -13.0 NS FF2035 n 15.93 -0.07 -6.0 42.2 LCapCrEIdx n 20.12 0.11 -6.8 64.4 Fidelity Series: Asset pn 55.32 -0.12 -5.5 37.1 MidCap 36.10 0.57 -10.4 38.7 IntlCorEqI r 19.88 -0.42 -4.9 25.5
TMG1.0 n 1866.58 NA NA NA SAIRealEstIndxFd 12.45 0.25 -10.1 22.3 FF2035A t 14.94 -0.04 -6.2 40.3 LCapGrEIdx n 27.87 0.25 -11.2 81.5 Canada 14.56 0.15 0.2 49.0 GabelliAsstFdClI 55.15 -0.11 -5.5 38.1 SmallCo 21.50 0.37 -12.5 53.2 LgCpGwthA p 29.91 0.27 -12.7 79.9
TMG1.1 83.74 NA NA NA SAIUSLgCpIndxFd 20.96 0.17 -7.8 64.9 FF2040 n 11.41 -0.05 -6.3 45.8 LevCoSt n 42.99 0.77 -9.7 63.3 FASeriesEqGroFd 14.71 0.31 -10.9 90.9 SmCapG n 43.95 0.18 -7.2 39.3 SmCpGrwth 31.71 0.46 -13.4 33.5 LgCpGwthl r 32.30 0.29 -12.7 81.6
TMG1.2 37.66 NA NA NA SeriesBondFd 9.98 -0.04 -3.9 NS FF2040A p 16.37 -0.03 -6.6 43.8 LgCpVHIdx n 15.68 0.09 -2.2 46.1 HthCarZ 64.55 2.12 -12.3 35.0 SmCpGrwI 45.90 0.18 -7.1 40.3 Stock 108.47 1.24 -4.8 58.7 MidCapI 35.60 0.58 NA NA
WW Hlth Science p 13.05 NA NA NA SeriesOverseas 12.67 -0.03 -12.0 NS FF2045 n 13.07 -0.06 -6.3 45.9 LmtTrmMuniIncm n 10.51 0.00 -2.2 4.7 IntMuni Z 10.47 0.01 -2.8 8.3 Util A p 7.58 0.06 -5.5 16.9 TotRetBd 10.75 -0.07 -4.8 11.5 MdCpGwthA p 31.68 0.52 NA NA
Eaton Vance Class I: SerLTTreBdIdx 7.89 -0.08 -7.1 18.4 FF2050 n 13.19 -0.07 -6.4 45.9 LowP nr 52.10 -0.14 -3.1 48.9 STCrFd 9.87 -0.02 -1.3 6.7 GAMCO Funds: UltraShBd 9.96 -0.01 -0.4 3.2 MuniHighIncA t 4.96 0.00 -3.4 11.0
AtlCpSMID 38.54 0.58 -6.5 50.2 SmallCapValIndx n 24.76 0.28 -4.5 NS FrdmBlen2025 K6 11.19 -0.04 -5.5 32.8 LowPriStkK r 52.04 -0.13 -3.1 49.4 FidelityAdviAsset: GwthAAA pn 85.15 1.62 -14.7 73.2 Heartland Funds: ScTechA p 62.22 1.12 -12.7 72.6
FloatRtHiInc 8.57 NA NA NA SmCpIdxInstPrem n 25.09 0.39 -9.0 33.5 Free2045L 13.03 -0.03 -6.5 44.8 LowPriStkK6 14.90 -0.04 -2.9 49.2 ADVAssetMan60 15.21 0.02 -5.9 36.6 Gartmore Funds: Val Inv n 43.79 NA NA NA ScTechI r 75.15 1.36 -12.7 73.5
FltgRt 8.68 NA NA NA STBdIdx InstPrem n 9.93 -0.02 -1.9 5.9 Free2050I 13.04 -0.03 -6.6 44.7 LtdTmBdFd n 11.40 -0.03 -2.0 6.5 First Eagle Funds: NationwideInstSv 27.13 NA NA NA Hennessy Funds: SmCapGrA t 14.03 0.39 -10.6 33.5
GblMacAbR 8.36 NA NA NA STTreIdx InstPre n 10.35 -0.02 -1.8 5.1 Free2055 n 15.23 -0.07 -6.4 45.9 MagellanK 13.14 0.19 -14.4 63.5 GlbA 64.07 -0.20 -0.7 31.7 Gateway: FocInv 62.08 -0.08 -10.1 48.2 SmCapGrI r 22.75 0.63 -10.6 35.0
IncBos 5.42 0.09 -2.4 16.5 TMktIdxInstPrem n 122.71 1.17 -8.3 61.5 Free2060InstPrem 16.00 -0.02 -6.7 43.4 Magin n 13.15 0.19 -14.4 63.1 Gold p 23.85 -0.06 3.6 57.9 GatewayA 38.95 0.05 -4.3 21.2 JapanInst 39.84 -0.23 -16.5 13.7
LgCpVal
NatlMuniInc
24.45 0.19
9.96 0.02
0.3
-3.3
48.5
11.4
TotalMarketIndex n 15.42
TtlIntIdxInstPr n 13.63
0.14
-0.22
-8.1
-5.0
62.1
26.4
Freedom2010 K
Freedom2015 K
15.11
12.46
-0.06
-0.05
-3.9
-4.4
23.0
26.7
MAMun n
Manager40 n
12.07
13.29
0.01
0.00
-3.2
-4.8
8.6
27.5
OverseasA
US Val A t
25.12
20.22
-0.28
0.09
-0.8
-0.7
21.6
35.0
GE Elfun/S&S:
Tax Ex n 11.06 0.01 -3.1 9.2
Homestead Funds:
ShtTmBd n 5.09 -0.02 -1.8 5.8 J
Eaton Vance Funds: USBdIdxInstPrem n 11.47 -0.04 -4.0 9.0 Freedom2015 K6 12.41 -0.05 -4.4 27.0 Manager60 n 15.22 0.02 -5.9 36.4 US Val I r 20.66 0.10 -0.6 36.2 Trusts n 74.32 0.93 -6.8 74.8 Value n 52.01 0.55 -4.3 48.2 Janus Henderson:
ParTxMgdEmgMktIn 45.77 NA NA NA USSusIdx n 19.27 0.15 -9.1 66.8 Freedom2020 K 15.82 -0.06 -4.9 30.4 McpVl n 29.50 0.30 -2.6 41.7 FMI Funds: GMO Trust Class III: Hotchkis and Wiley: Balanced C 42.19 0.23 -6.8 39.3
Edgewood Growth Instituti: Fidelity Adv Focus A: Freedom2020K6 15.76 -0.06 -4.9 30.7 MegaCpStk n 19.34 0.15 -0.2 67.2 IntlInvst n 34.46 -0.33 -3.1 19.8 EmgCntryDt r 21.38 NA NA NA HiYldI 11.10 0.05 -3.0 12.0 Balanced S 42.75 0.23 -6.7 41.5
EdgewoodGrInst 49.63 0.97 -18.0 72.4 HthCarA r 58.24 1.91 -12.4 33.4 Freedom2025 K 14.56 -0.06 -5.2 33.2 MidCap n 41.43 0.62 -1.8 57.0 LgCapInvst n 18.51 -0.08 -5.8 38.7 Quality 28.25 0.11 -7.1 66.2 Balanced T n 42.86 0.24 -6.6 42.6
TechA t 86.37 1.09 -14.2 134.4 Freedom2025K6 14.52 -0.06 -5.2 33.7 MidCapEnIdx nr 17.34 0.12 -6.9 46.7 FPA Funds: GMO Trust Class IV: I Contrarian T n 28.43 0.70 -3.4 79.1
F Fidelity Adv Focus C:
HthCarC p 43.62 1.42 -12.5 30.4
Freedom2030 K
Freedom2030K6
18.27
18.21
-0.08
-0.08
-5.4
-5.5
36.8
37.3
MidCapStkK r
MIMun n
41.46
12.20
0.62
0.01
-1.8
-3.1
57.4
9.6
FPACres n
NwInc n
36.07
9.87
-0.07 -2.5 36.2
-0.02 -0.8 5.9
EmgCntrDt
IntlEq
21.34
23.36
NA NA NA
-0.60 -2.0 32.6 IFP US Equity Fund:
Enterprise Inst 93.52
Enterprise T n 145.51
1.52
2.38
-7.0
-6.9
50.0
51.0
Fairholme: Fidelity Adv Focus M: Freedom2035 K 15.91 -0.08 -6.0 42.6 MNMun n 11.63 0.01 -2.9 8.3 Franklin: Quality 28.32 0.10 -7.1 66.4 IFP US EquityFd 20.71 NA NA NA Forty A p 46.86 0.62 -12.9 78.3
Fairholme n 31.90 3.44 2.5 89.3 Tech p 79.41 1.00 -14.2 132.7 Freedom2035K6 15.88 -0.07 -5.9 43.3 MtgSec n 11.01 -0.02 -3.0 5.6 FrnkGrowFdClA 17.37 -0.08 -4.7 32.9 GMO Trust Class VI: INVESCO A Shares: Forty S 44.19 0.58 -12.9 77.4
FAM Dividend Focus: Fidelity Advisor: Freedom2040 K 11.41 -0.06 -6.3 46.3 MuniInc n 13.04 0.02 -3.6 11.1 Franklin A1: EmgMkts r 30.57 NA NA NA AmValA 39.38 -0.22 0.0 36.7 GlbEqIncA 6.92 -0.08 -0.3 26.3
FAMDivFocFd n 46.27 0.54 -11.8 45.6 MultiAstIn Retai n 14.30 0.07 -3.5 52.0 Freedom2040K6 11.37 -0.05 -6.3 47.0 NASDAQ nr 172.41 1.87 -12.4 85.4 AZ TF A1 p 10.62 0.02 -3.2 8.9 Quality 28.25 0.11 -7.1 66.6 Invesco Fds Investor: GlbResch T nr 94.46 0.45 -7.8 49.4
FAM Value: SrsAdvIntlCapApp 27.29 0.15 -14.3 39.5 Freedom2045 K 13.06 -0.06 -6.3 46.4 NewInsights Z 36.10 0.50 -12.6 54.7 CA TF A1 p 7.43 0.01 -3.7 11.5 Goldman Sachs A: DivrsDiv n 20.09 0.08 0.6 37.0 GblResh Inst 65.76 0.33 -7.7 50.1
FAMValue n 88.67 0.36 -11.0 40.1 StragInc n 12.18 -0.04 -3.6 14.7 Freedom2045K6 13.01 -0.06 -6.3 47.0 NewMill n 42.30 0.66 1.0 49.0 CAHY A1 p 10.99 0.01 -3.5 13.5 CapGr 28.55 NA NA NA GlHltCr pn 35.45 1.18 -11.9 34.1 GlbSel T n 17.64 0.08 -1.5 52.0
Federated Hermes: Tech Z 96.31 1.22 -14.1 137.1 Freedom2050 K 13.18 -0.07 -6.4 46.3 NewMkt nr 13.24 -0.42 -6.5 0.1 CAInt A1 p 11.65 0.01 -2.9 5.6 HYMuni p 10.27 NA NA NA Tech n 50.86 0.97 -15.2 70.4 GlLifeSci T nr 63.22 1.37 -8.2 40.9
FdIntlGrIS 15.66 -0.04 -14.1 49.5 TotBdFdClZ 10.60 -0.03 -3.7 13.5 Freedom2050K6 13.16 -0.07 -6.3 47.0 NJMun nr 12.04 0.01 -3.8 11.0 Fed TF A1 p 11.81 0.02 -3.5 10.7 Muni 16.23 NA NA NA Invesco Funds A: GlTech T nr 45.70 1.03 -15.3 85.7
FedHerInterEquit 26.57 -0.39 -8.2 33.7 Fidelity Advisor A: Freedom2055 K 15.23 -0.07 -6.3 46.3 NYMun n 13.11 0.02 -3.6 9.8 FedInt A1 p 11.81 0.01 -3.1 5.8 Goldman Sachs Inst: 500InxA p 46.24 0.39 -7.9 62.5 Grw&Inc T n 72.33 0.41 -8.0 50.0
FedHerUltBon 9.12 -0.01 -0.4 NS AdvMdCpIIA p 21.64 0.35 -6.7 46.0 Freedom2055K6 15.21 -0.07 -6.3 47.0 OHMun n 12.05 0.02 -3.0 8.7 HiInc A1 1.81 0.00 -2.9 16.9 CoreFix 10.39 NA NA NA ActiveAllA 14.08 0.01 -8.7 31.2 MdCpVal T n 16.30 0.10 -2.3 30.6
Federated Hermes A: AdvStrDivInA p 16.86 0.15 -4.3 40.6 Freedom2060 n 13.91 -0.07 -6.4 45.8 OTC n 16.87 0.13 -13.9 94.5 HY TF A1 p 10.04 0.01 -3.6 13.8 EmgMktEq 26.13 NA NA NA AMTFrNY p 11.72 0.01 -4.0 12.7 Resh T n 59.73 0.92 -12.1 66.2
EqIncA p 23.63 0.19 -1.7 38.1 BalancA t 26.72 0.17 -6.6 52.3 FundK 69.52 0.66 -12.2 78.6 OTC K 17.23 0.15 -13.9 95.1 IncomeA1 p 2.50 0.01 -0.1 29.4 EnhInc 9.40 NA NA NA BalancedRiskAllA 9.35 -0.04 -3.5 23.9 Venture T n 86.22 2.03 -10.0 38.8
FdShInToRetA 10.34 -0.02 -1.9 6.0 BioTech 23.83 0.35 -12.3 23.9 Idx2010InsPre 13.68 -0.02 -4.2 21.3 OverseasK r 59.08 -0.13 -12.5 41.0 MIInsTF A1 p 11.42 0.01 -3.3 9.1 Gr 31.31 NA NA NA CapApprA p 60.59 0.98 -12.8 74.2 Jensen I :
FedMunULA pn 9.97 0.00 -0.6 1.8 DivIntlA 26.19 -0.02 -11.3 41.2 Idx2015InsPre 14.87 -0.02 -4.7 24.8 Ovrse n 59.21 -0.13 -12.6 40.5 MNInsTF A1 p 12.20 0.03 -3.5 7.8 HYMuni 10.27 NA NA NA Chart 17.82 0.21 -7.6 52.4 Jensen I 60.76 0.64 -9.9 61.1
EqGrA p/r t 15.34 0.33 -11.0 85.3 Idx2020InsPre 16.36 -0.02 -5.2 28.3 PcBas nr 35.58 -0.35 -8.8 46.6 MO TF A1 p 11.48 0.02 -3.3 8.5 Int 13.45 NA NA NA
KaufmannA p 5.58 0.12 -16.5 24.3 CmstA 30.55 0.07 3.0 51.4 JensenQualGrJ n:
KaufmnLCA p 28.17 NA NA NA EqInA 31.98 0.05 1.1 42.7 Idx2025InsPre 18.49 -0.03 -5.6 30.8 PuritanK 25.24 0.17 -7.1 49.8 NY TF A1 p 10.84 0.01 -3.9 8.8 Muni 16.22 NA NA NA CoreBdA p 6.48 -0.03 -4.3 10.6 JensenQualGrJ n 60.81 0.64 -10.0 60.0
KaufmnSCA p 47.89 NA NA NA FF2030A p 14.83 -0.04 -5.6 34.8 Idx2030InsPre 19.49 -0.03 -5.8 34.1 Puritn n 25.26 0.16 -7.1 49.4 OHInsTF A1 p 12.54 0.02 -3.5 8.2 ShDuTF 10.57 NA NA NA CpBdA 7.11 -0.04 -6.1 16.8 John Hancock:
MunStkAdvA p 14.26 0.05 -3.7 23.8 GrOppA 121.09 3.54 -15.6 88.8 Idx2035InsPre 21.73 -0.03 -6.3 39.6 RealE n 48.12 1.00 -10.9 29.0 OR TF A1 p 11.44 0.02 -3.3 8.4 SmCapVa 54.26 NA NA NA DevMkt 35.83 -2.55 -6.3 16.7 500Index1 48.32 0.40 -7.9 63.6
ShIntDurMuA p 10.09 0.00 -2.0 1.7 HiIncAdvA 12.07 0.07 -4.4 24.1 Idx2040InsPre 22.09 -0.03 -6.6 43.4 RealEstInc nr 13.18 0.01 -4.5 24.4 PA TF A1 p 9.64 0.01 -3.5 7.4 Guggenheim Funds Tru: DevMktA 43.60 -2.46 -8.8 10.2 BondI 15.37 -0.05 -4.3 12.5
ShtIncA t 8.51 -0.01 -1.0 5.5 IntCpApA p 25.43 0.14 -14.3 38.3 Idx2045InsPre 22.94 -0.03 -6.6 43.4 REInc n 11.32 0.01 -3.5 23.9 US Gov A1 p 5.68 -0.01 -2.0 3.7 FloRaStraFdInst 24.85 -0.06 -0.5 10.6 DiscFdA p 86.12 2.85 -17.3 63.0 BondR6 15.40 -0.05 -4.3 13.0
StrValDivA p p 6.10 0.00 4.2 28.1 LevCoStA p 50.85 0.89 -9.6 57.8 Idx2050InsPre 22.98 -0.02 -6.6 43.5 SAIIntlMinVolInd 10.95 -0.09 -5.5 11.2 Utils A1 p 21.16 0.47 -3.9 29.5 MacOppFdClInstl 26.29 -0.01 -2.6 13.3 DisMdCpGrA 25.25 0.48 -16.5 67.1 CapApprNAV 14.27 0.11 -17.3 74.0
UltraShortA pn 9.12 -0.01 -0.4 4.4 NwInsghtA p 34.62 0.48 -12.6 53.0 Idx2055InsPre 18.90 -0.02 -6.6 43.4 SAILTTreBdIdx 10.48 -0.11 -7.5 19.2 Franklin Templeton: TotRtnBdFdClInst 27.14 -0.13 -4.6 14.6 DivIncm p 25.83 0.16 1.2 32.3 ClassicVal I 41.66 -0.29 3.9 42.8
StockTrA 30.22 0.04 -3.6 40.5 SmllCapA p 28.84 0.47 -10.0 55.6 Idx2055Investor 18.89 -0.02 -6.6 43.2 SAISm-MidCap500I 10.51 0.12 -6.5 49.5 TgtGro A p 18.20 NA NA NA TotRtnBondFdClA 27.12 -0.12 -4.6 13.7 DivrsDiv p 20.09 0.08 0.6 36.6 DispVal I 23.31 0.01 -0.6 45.0
Federated Hermes C: StkSelMC p 39.87 0.62 -6.2 43.3 Idx2020 Premier 16.35 -0.02 -5.3 NS SAIUSMinVolIndFd 17.81 0.22 -7.9 43.2 TgtModA p 14.82 NA NA NA GuideMark Funds: EqIncA 11.28 0.04 -0.5 41.0 DispValMdCpR6 27.40 0.08 -0.9 50.8
StraValDivC p 6.11 0.00 4.1 25.4 StrInA 12.00 -0.05 -3.6 13.6 Idx2025 Premier 18.49 -0.02 -5.5 NS SAIUSQtyIdx 17.20 0.17 -9.2 66.4 FrankTemp/Frank Adv: LgCpCorServ pn 28.18 0.25 -8.0 60.9 EqInvA 14.65 0.01 -9.1 34.2 DispValR6 23.36 0.01 -0.6 45.5
Federated Hermes Int: TotalBdA p 10.62 -0.04 -3.8 12.2 Idx2030 Premier 19.49 -0.03 -5.8 NS SCEnhIdx n 13.92 0.18 -8.8 35.7 CA HY Adv t 11.02 0.01 -3.4 13.8 GuideStone Funds: EqWtdA p 74.95 0.79 -4.8 55.2 IntlGrwI 31.16 -0.47 -10.6 39.5
GloFinI 35.62 -0.49 -4.4 32.8 Fidelity Advisor C: Idx2035 Premier 21.72 -0.04 -6.3 NS SCValueI r 21.39 0.16 -1.1 61.9 CA IntAdv 11.68 0.01 -2.9 5.8 AggrAllGS4 n 12.54 NA NA NA FltgRate p 7.24 -0.01 -0.3 11.2 MdCpIdxI 23.34 0.26 -6.2 42.3
InsHiYld r 9.41 NA NA NA BalancC 26.43 0.17 -6.7 48.9 Idx2040 Premier 22.08 -0.03 -6.6 NS SmallCap nr 17.68 0.04 -11.6 32.8 CA TF Adv t 7.42 0.01 -3.6 11.8 BalAllGS4 n 12.16 NA NA NA GblAllocA 19.52 0.04 -6.6 28.4 Science&TechI 31.35 -0.02 -14.3 70.4
MDTSmCIS 23.78 NA NA NA GrOppC p 98.44 2.87 -15.7 84.5 Idx2045 Premier 22.94 -0.03 -6.6 NS SmCapDisc n 29.06 0.19 -5.2 49.4 CvtScAdv 22.94 0.28 -7.8 59.2 EqindxGS2 45.57 NA NA NA GblStrIncmA p 3.44 -0.03 -3.5 2.0 TotalStkMktIdxI 28.28 0.25 -8.4 58.9
TtlRtnBdI 10.68 NA NA NA NwInsghtC t 27.31 0.38 -12.7 49.6 Idx2050 Premier 22.97 -0.03 -6.6 NS SmlCapO n 13.52 0.13 -9.4 45.8 Dynat Adv 131.04 3.24 -18.7 68.7 EqIndxGS4 n 45.57 NA NA NA GlbOppA p 60.97 0.70 -17.8 25.5 VolGrw1 12.42 0.00 -6.5 16.2
Federated Hermes IS: Fidelity Advisor Fun: Idx 2055 Premier 18.89 -0.03 -6.6 NS SmlCpGrth nr 27.54 0.76 -13.1 49.6 Fed TF Adv 11.82 0.02 -3.5 10.9 GrAllGS4 n 12.68 NA NA NA Glcoreeq p 14.76 -0.11 -7.9 32.8 John Hancock Class 1:
IntEq IS p 26.56 -0.39 -8.2 33.5 BalFdZ 27.39 0.18 -6.6 54.1 IdxIncInsPre 12.23 -0.01 -3.4 15.8 SmlCpGrth K6 14.66 0.40 -13.0 51.3 FedIntAdv 11.84 0.01 -3.0 6.1 GrEqGS2 24.94 NA NA NA GlGr 26.52 0.40 -14.8 26.1 BlueChipGrw 47.56 0.77 -15.1 50.6
KaufmnIS 5.80 0.12 -16.4 26.3 InterDiscZ 47.00 -0.46 -10.7 40.5 Income n 11.49 -0.04 -3.1 16.9 SmlCpGrth Z 27.78 0.77 -13.1 50.1 GrOpAdv p 53.84 0.72 -16.4 67.3 GrEqGS4 n 24.53 NA NA NA GlHltCr 35.44 1.18 -11.9 34.1 CapAppr 14.16 0.10 -17.3 73.8
KaufmnSCI 49.30 NA NA NA IntlGrwZ 18.48 0.06 -12.2 43.3 Income K 11.47 -0.04 -3.1 17.1 SmlCpVal nr 21.39 0.16 -1.1 61.9 Growth Adv t 132.76 2.18 -12.3 63.1 IntEqGS2 13.64 NA NA NA GrIncA 24.68 0.16 1.0 46.7 LSAggr 15.87 0.06 -6.0 46.0
CorpBondFdIS 9.14 -0.06 -5.4 14.1 Fidelity Advisor I: Fidelity Invest: Srs1000ValIndRet 15.10 0.13 -3.0 41.6 HY TF Adv 10.08 0.00 -3.7 14.1 LowDurGS2 13.22 NA NA NA GrowAlloc p 15.41 0.00 -8.5 27.7 LSBalncd 14.66 0.02 -5.0 34.0
FdShinToRetI 10.33 -0.03 -1.9 6.7 BalancI 27.38 0.17 -6.6 53.5 AdvSrsGroOpport 11.88 0.35 -15.4 90.6 SrsBlChGroRetail n 13.95 0.16 -15.2 99.3 IncomeAdv 2.48 0.01 0.0 30.2 MedDurGS2 14.36 NA NA NA Hyld 3.80 0.01 -3.6 10.7 LSConserv 12.77 -0.02 -3.8 17.6
GovUltra 9.92 0.00 -0.2 3.0 BiotechI 25.96 0.39 -12.3 24.9 AggrInt n 24.34 0.13 -14.3 39.7 SrsCommStrt 4.64 0.04 13.4 41.3 RisDv Adv r 88.49 1.11 -8.6 56.0 ValEqGS2 20.28 NA NA NA HYMuA 9.94 -0.01 -3.8 14.4 LSGwth 15.43 0.05 -5.5 40.4
KaufmnLCIS 29.43 NA NA NA ConsvIncmMuni I 10.00 0.00 -0.4 2.2 AilSectEq 11.02 0.11 -7.4 73.2 SrsEmrgMkt 19.56 -0.93 -6.9 27.1 SmCpGrAdv p 22.70 0.47 -12.3 35.6 IntlBdA p 4.92 -0.07 -3.3 -1.2 LSModer 13.35 0.00 -4.3 25.9
ShIntDurMuInst 10.09
StraValDivIS 6.14
0.00
0.00
-2.0
4.4
2.7
29.1
DivIntl
EqGrI
26.75
17.64
-0.02
0.38
-11.2
-11.0
42.3
86.7
AMgr20% n
AMgr50% n
14.30
21.04
-0.01
0.01
-3.4
-5.4
17.0
31.8
SrsGlobal
SrsGroCoRetail
14.38
17.48
-0.23
0.25
-4.5
-14.4
25.6
117.1
SmCpValAdv t 60.13
SmMCpGrAv t 43.20
0.34
1.19
-1.7
-16.8
43.3
59.7
H IntlDivA
IntlGrow
19.06
25.23
-0.33
-0.43
-11.5
-6.9
24.4
27.0
RetCho2015
RetCho2025
10.93
11.61
-0.01
-0.02
-3.4
-4.1
14.1
21.7
StrincIS 8.96 -0.05 -3.8 14.4 FAEmgMktI 32.26 -1.83 -4.4 40.7 AMgr70% n 27.06 0.05 -6.3 40.6 SrsIntlGrw 16.79 0.05 -12.2 47.6 USGovAdv p 5.70 -0.01 -2.0 4.2 Harbor Funds: IntlGrowA p 38.82 -0.08 -15.2 31.7 RetCho2030 12.86 -0.03 -5.4 28.3
UltraShortI 9.12 -0.01 -0.4 5.2 FAIntDiscI r 47.06 -0.46 -10.8 39.9 AMgr85% n 24.75 0.06 -7.2 47.4 SrsIntlSmCp 18.30 0.07 -14.4 41.0 Utils Adv 21.37 0.47 -3.9 30.1 Bond 11.41 -0.06 -3.8 11.2 IntlSmCoA 47.28 0.22 -17.2 30.1 RetCho2035 13.84 -0.03 -6.2 33.9
ShtlncIS 8.50 -0.02 -1.0 6.4 FAInvGrdI 8.04 -0.03 -3.8 12.9 AstMgr30R n 12.32 0.00 -4.2 22.5 SrsIntlVal 11.07 -0.21 -0.9 33.8 FrankTemp/Franklin A: CapApInst 83.51 0.53 NA NA IntTMIA p 11.12 0.01 -3.1 8.8 RetCho2040R4 14.41 -0.02 -6.5 37.1
FedMuniUl A 9.97 0.00 -0.6 2.5 FF2030 14.94 -0.04 -5.6 35.7 Balanc n 28.41 0.18 -6.5 54.0 SrsSmCapDiscRet 13.47 0.08 -5.5 55.3 BAL A t 13.15 0.02 -2.5 30.7 CapApInv pn 77.43 0.50 NA NA InvescoFd p 27.33 0.31 4.2 77.1 RetCho2045 14.80 -0.02 -6.6 39.1
Federated Hermes R: FF2040 16.53 -0.03 -6.5 44.9 BalancedK 28.42 0.19 -6.4 54.4 STBF n 8.48 -0.02 -1.4 4.9 BalInv p 35.80 0.20 0.2 37.3 IntlGr r 17.50 -0.07 -16.8 34.7 InvGloblFdA 105.84 1.41 -14.9 43.0 RetCho2050R4 13.25 -0.01 -6.7 39.7
KaufmnR r 5.59 0.11 -16.6 24.2 FltRatel 9.39 -0.02 -0.4 11.5 BluCh n 155.43 1.81 -15.4 98.1 StkSelCpK 63.82 0.71 -7.8 65.2 BioDis A p 106.46 0.75 -13.5 5.0 IntlInst r 45.00 -0.85 NA NA LmtdTrmMunInc p 11.28 0.01 -1.5 5.5 RetLiv2025 10.51 -0.01 -5.1 34.9
Federated Hermes R6: GrOppI 133.71 3.92 -15.6 90.2 BluChpGr K6 23.56 0.26 -15.4 103.0 StkSelSmCp n 31.14 0.29 -9.3 54.1 CoreAll A p 22.48 0.18 -7.9 40.8 LgCpValue 21.46 0.34 NA NA MnStFndA 52.60 0.60 -7.6 57.7 RetLiv2030 11.13 -0.01 -5.8 38.5
FedInstHYBondL 9.42 NA NA NA HiIncAdvI 11.28 0.06 -4.3 25.1 BluChpGrK 156.00 1.82 -15.3 98.6 StkSlcACap n 63.98 0.70 -7.8 64.7 CvtSc A p 22.93 0.27 -7.8 58.0 SmCpGwth 13.28 0.21 NA NA MnStOpA p 23.33 0.30 -6.4 64.5 RetLiv2035 11.68 0.00 -6.3 41.5
KaufmnSCL 48.89 NA NA NA HthCarI r 64.48 2.11 -12.4 34.5 CALmtTrmTFB n 10.50 0.00 -2.3 3.9 StratDivInc n 17.01 0.16 -4.2 41.8 DynaTech A p 126.00 3.12 -18.8 67.5 SmCpValInst 41.53 0.12 NA NA MnStSmCpA p 26.34 0.47 -6.9 41.0 RetLiv2040 12.04 0.00 -6.6 44.1
StrValL 6.14 0.00 4.4 29.2 IntlGr 18.44 0.05 -12.2 42.7 CAMun n 12.83 0.02 -3.4 9.1 StrDivIncI 16.95 0.16 -4.2 41.7 EqIn A p 30.72 0.27 -3.5 45.8 Harding Loevner: ModInvA 11.26 -0.02 -7.3 26.0 RetLiv2045 11.92 0.01 -6.7 45.3
TtlRtnBdL 10.68 NA NA NA IntlSmCp 30.93 -0.43 -4.9 31.9 Canad nr 64.84 0.61 0.4 45.8 TaxFrB nr 11.69 0.02 -3.4 11.6 FlRtDA A p 7.87 0.01 0.5 5.3 EmgMktsAdv n 53.04 NA NA NA MunInA 13.27 0.02 -3.6 12.1 John Hancock Funds A:
Fidelity: LmtdTrmBdFd 11.40 -0.03 -2.1 6.4 CapAp n 39.96 0.79 -9.5 75.1 TotalBond n 10.61 -0.04 -3.7 13.1 FoundFAlA p 14.40 -0.02 -3.7 16.9 IntlEq 26.72 NA NA NA QualityIncomeA 10.96 -0.02 -3.2 5.3 BalA 25.39 0.14 -6.4 38.4
500IdxInstPrem n 152.42 1.27 -7.8 65.1 MuniIncI r 10.47 0.01 -2.8 8.0 CapDevA p 18.89 0.12 -0.3 56.4 TotalBond K6 9.86 -0.03 -3.6 13.7 FrkIntlGrthA 17.91 0.28 -16.1 36.7 Hartford Funds A: RchHiYldMuniA 7.80 0.01 -3.8 21.3 BondA p 15.37 -0.05 -4.4 11.5
BalancedK6 13.95 0.09 -6.4 NS MuniIncome 13.03 0.02 -3.6 10.9 CapDevO n 19.78 0.12 -0.3 57.7 Trend n 146.85 1.92 -13.9 87.1 FSmCoSer r 20.00 -0.22 -8.3 20.4 BalIncA 15.43 -0.03 -3.7 27.1 RealEst p 21.54 0.50 -10.5 28.1 DispVal 24.29 0.01 -0.6 44.0
Contrafund K6 20.32 0.26 -12.5 65.4 NwInsghtI 35.96 0.50 -12.6 54.2 ChinaReg n 40.53 -1.81 -6.7 38.3 Utility n 27.07 0.48 -3.1 21.8 GoldPrM A p 22.65 0.23 3.0 90.5 CapAppA p 39.20 0.43 -7.8 47.2 RisingDivA 23.84 0.26 -6.9 54.7 DispValMdCp 26.13 0.07 -1.0 49.1
EmgMktIdxInstPre n 11.68 -0.38 -3.4 17.9 REIncmInst 13.13 0.01 -4.5 24.4 CnvSc n 34.36 0.52 -5.8 70.4 Value n 14.48 0.05 -1.4 63.3 GrOp A p 48.34 0.64 -16.5 66.0 Chks&Bal p 10.36 0.05 -5.0 38.1 RochAMTFrMuni 7.61 0.01 -3.4 18.9 FunLgCpCorA p 66.12 1.42 -7.6 68.5
ExtMktIdxInstPre n 77.95 1.19 -10.6 44.4 SmCapGrwI 27.63 0.76 -13.1 49.5 Contra n 16.18 0.21 -12.6 66.5 ValueDisc n 37.75 0.27 -1.4 49.9 Growth A p 131.91 2.16 -12.3 61.9 DiscpEqA p 45.37 0.28 -8.3 59.9 RochCAMuni 8.88 0.01 -3.3 15.0 InvGrBdA 10.30 -0.05 -4.1 9.7
FidAdAsset 14.30 0.00 -3.4 17.1 StrInI 12.18 -0.04 -3.6 14.5 ContraK 16.24 0.21 -12.6 66.9 ValueK 14.50 0.05 -1.4 63.9 LwDuToRt A 9.31 -0.03 -1.6 5.3 DivGth A p 33.05 0.22 -2.9 58.0 RochLmtTrNYMuni p 2.98 0.00 -2.2 9.4 IntlGrw 31.06 -0.47 -10.6 38.2
FidAdAsset 13.29 0.00 -4.8 27.5 Total Bd 10.59 -0.04 -3.8 12.9 CorpBd n 11.64 -0.07 -6.0 14.3 Wrldw n 31.40 0.11 -12.6 57.2 RisDv A p 88.56 1.10 -8.7 54.8 EqInc t 22.49 0.14 -1.5 46.3 RochPAMuni 11.30 0.00 -2.4 17.3 LifeAggr 15.96 0.06 -6.1 44.4
FidAdEm 39.60 -1.28 -9.2 NS Fidelity Advisor M: CpInc nr 10.65 0.06 -4.5 27.8 Fidelity SAI: SmCpGr A p 20.00 0.42 -12.2 34.5 FltRateA t 8.27 -0.02 -1.0 8.7 RoMu A p 16.95 0.02 -4.0 19.3 LifeBal 14.78 0.02 -5.1 32.5
FidAdJapan 16.67 0.16 -9.7 33.9 Balanced p 27.11 0.17 -6.6 51.2 DisEq n 56.82 0.73 -13.0 70.0 FidSAIEmgMktIndx 15.13 -0.49 -3.4 17.5 SmCpVal A p 56.30 0.32 -1.7 42.3 GrOppty t 40.57 0.73 -14.5 62.1 SenFltRtA 7.05 0.00 0.2 2.6 LifeConsv 12.80 -0.02 -3.8 16.4
FidFreeBlend 11.17 -0.04 -5.4 NS EqGr p 14.84 0.31 -11.1 83.9 DivGrowK 33.86 0.38 -7.5 39.9 FidSAIIntlIndxFd 13.37 -0.15 -5.5 26.9 SmMCpGrA p 36.95 1.01 -16.8 58.5 GrowAllA p 13.87 0.02 -5.8 33.3 ShortTerm p 8.37 -0.02 -1.8 5.2 LifeGrw 15.51 0.04 -5.7 38.9
FidFreeBlend 11.25 -0.04 -5.7 NS EqIn p 33.03 0.05 1.1 41.6 DivGth n 33.91 0.38 -7.5 39.5 IntlValIdx 9.47 -0.28 2.3 20.0 StrInc A p 9.02 -0.08 -3.3 6.8 Hlthcare 36.41 0.93 -10.0 41.3 SmCpEq p 13.49 0.18 -10.0 47.8 LifeMod 13.44 0.00 -4.3 24.6
FidFreeBlend 11.52 -0.04 -6.3 NS GrOppM p 119.45 3.49 -15.7 87.4 DivIntl n 43.02 -0.05 -11.3 41.1 LowDurationInc 9.96 -0.01 -0.3 NS TgtCon A p 13.90 NA NA NA IntOppA p 17.79 -0.15 -6.7 34.6 SmCpGr 29.49 0.65 -18.8 43.4 StrIncA p 6.32 0.00 -3.3 10.9
FidFreeBlend 11.70 -0.05 -6.7 NS NwInsghtM p 32.61 0.45 -12.7 51.9 DivIntl K6 13.71 -0.01 -11.1 42.6 Muni Inc 10.46 0.02 -3.6 10.2 TtlRtn A p 9.46 -0.06 -4.4 8.2 MidCap A p 29.34 0.46 -10.5 37.2 SmCpValA t 19.21 0.05 4.6 66.5 USGlobLdrs 59.38 0.91 -13.6 63.6
FidFreeBlend 11.70 -0.04 -6.7 NS SmllCapM p 25.66 0.42 -10.1 54.5 DivIntlK r 42.93 -0.05 -11.3 41.6 SAIEmgMktLoVolIx 11.42 -0.14 -0.3 18.7 FrankTemp/Franklin C: Muti-AstIncGw 19.90 -0.11 -4.8 16.1 SP IncomeA 4.32 -0.06 8.8 18.4 John Hancock Instl:
FidSAI 9.54 0.04 -4.1 NS StkSelMC 40.27 0.62 -6.2 42.3 DivStkO n 32.05 0.34 -8.5 71.8 ShortTermBd 9.78 -0.02 -1.3 NS CA TF C t 7.41 0.01 -3.8 9.5 ShtDur 9.76 -0.03 -1.8 6.4 Tech p 51.03 0.97 -15.2 69.9 BalancedI 25.36 0.13 -6.4 39.6
FidSAIEmerg 13.60 -0.46 -0.7 NS StrInM p 12.00 -0.04 -3.6 13.7 Emerg Asia nr 43.87 -1.05 -14.3 48.1 TotalBd 10.03 -0.04 -3.6 13.3 DynaTech C p 101.97 2.51 -18.9 63.8 TotRBdA p 10.18 -0.06 -4.7 10.6 Invesco Funds C: DispValMCI 27.40 0.07 -1.0 50.2
FidSAIIntern 12.10 0.02 -8.9 NS Fidelity Advisor Z: EmrgMktK r 39.65 -1.28 -9.2 45.1 TxFreeBd 10.53 0.02 -3.5 9.8 Growth C t 115.53 1.88 -12.4 58.3 Hartford Funds C: EqWtdC 71.00 0.74 -4.9 51.8 FunLgCpCorI 69.80 1.50 -7.5 69.7
FidSer5 9.60 0.07 -5.2 NS AdvIntlSmCpZ 30.89 -0.43 -4.9 32.4 EmrgMktsDebt 8.44 -0.26 -6.3 2.7 U.S.TreBdIdx 9.71 -0.04 -3.2 8.3 Income C t 2.54 0.01 -0.5 27.5 Bal IncC 15.15 -0.04 -3.8 24.3 RchHiYldMunC 7.76 0.00 -3.9 18.8 IncomeI 6.30 0.00 -3.4 11.8
FidSer0-5 10.04 0.05 -0.1 NS AssetManager50% 20.98 0.01 -5.4 32.1 EmrMkt nr 39.65 -1.28 -9.2 44.6 USMomentumIdx 14.94 0.21 -11.3 60.9 RisDv C t 86.60 1.07 -8.8 51.4 DiscpEqC t 40.96 0.25 -8.4 56.4 TEHYC 9.91 0.00 -3.9 12.0 StratIncmOppI 10.71 -0.01 -3.4 12.9
FIDSerEmgMkt 9.87 -0.36 -6.1 8.6 AssetMngr85 24.62 0.07 -7.2 47.8 Eq Inc n 68.91 0.34 -1.9 50.3 USValueIndex 12.55 0.11 1.3 42.4 FrankTemp/Franklin R: Hartford Funds I: Invesco Funds Instl: USGlbLdrsGrwI 66.41 1.03 -13.6 64.9
FidSerInt 9.50 -0.01 -3.4 NS AsstMngr70 27.02 0.05 -6.3 40.9 EqDivIncm n 28.21 0.04 1.2 44.0 Fidelity Selects: FrkDynTchR6 132.71 3.29 -18.7 69.2 BalIncI 15.43 -0.04 -3.7 28.0 SmCpGr 37.62 0.83 -18.8 45.0 JPMorgan A Class:
FidSerToMarket 14.64 0.14 -8.3 NS CorporateBond 11.64 -0.06 -5.9 14.7 EqDivIncmK 28.20 0.04 1.2 44.3 Banking nr 31.41 -0.14 5.5 45.8 FrkGrthOppR6 54.86 0.73 -16.4 67.8 CapAppI 39.47 0.43 -7.8 48.5 Invesco Funds P: CoreBond 11.37 NA NA NA
FIDSerTresIndxFd 9.99 0.00 -0.1 2.8 EmMkt Z 32.17 -1.83 -4.4 41.3 EqIncK 68.86 0.35 -1.9 50.7 Biotech nr 15.85 0.08 -18.1 14.2 FrkGrthR6 132.65 2.18 -12.3 63.5 DivGthI 32.86 0.22 -2.9 59.3 Summit P pn 23.91 0.48 -11.9 69.1 CorePlusBd p 8.07 NA NA NA
FIDZroExtMktIx n 12.16 0.13 -6.7 42.4 FloatRateHighInc 9.39 -0.02 -0.4 11.7 Europ nr 34.30 -0.62 -11.4 26.0 Broker nr 122.58 0.72 -7.2 89.0 FrkIncR6 2.49 0.01 0.0 30.9 EmrgMktEqInv r 18.33 -0.80 -3.9 23.4 Invesco Funds Y: EmMktEq t 32.44 NA NA NA
FIDZroLgCpIx n 15.47 0.14 -8.3 65.7 GovtIncome 10.29 -0.03 -3.1 7.5 Fidel n 69.53 0.66 -12.2 78.2 Chem nr 17.12 0.01 -8.7 34.8 FrkRisDivR6 88.48 1.11 -8.6 56.4 EqIncI 22.33 0.14 -1.5 47.4 BalancedRiskAllY 9.57 -0.04 -3.5 24.7 EqInc p 22.39 NA NA NA
Flex 500 Index 18.73 0.16 -7.8 65.1 GrOpp 135.30 3.97 -15.6 90.9 FltRateHi nr 9.40 -0.01 -0.3 11.7 Comp nr 101.89 -0.54 -11.0 95.8 FrkSmCpGrR6 23.30 0.49 -12.2 36.2 FltRateI 8.22 -0.02 -0.8 9.7 DevMktY 42.88 -2.42 -8.8 11.0 EqIndx p 64.33 NA NA NA
FlexIntIdx 13.04 -0.21 -4.5 25.6 HighIncome 8.28 0.04 -4.1 10.1 FocsdStk n 30.13 0.33 -13.2 71.5 ConDis nr 63.21 -0.66 -12.2 61.2 FrkTotRtnR6 9.53 -0.06 -4.3 9.4 GrowOppI t 44.85 0.81 -14.5 63.3 DiscovY 105.98 3.50 -17.3 64.2 GroInc p 64.42 NA NA NA
FlexMuniInc 10.20 0.02 -3.2 9.9 IntCpAp 27.33 0.15 -14.2 40.0 FournOne n 57.19 -0.11 -6.6 44.1 ConStap nr 97.84 -0.47 0.0 50.1 TempGlbBndR6 8.76 -0.02 0.5 -10.1 InterValue 16.40 -0.55 3.0 24.8 EqWtdY 75.88 0.80 -4.7 56.3 GwthAdv p 27.39 NA NA NA
FlexUSBdIdx 10.08 -0.04 -3.9 9.0 InvestGradeBd 8.04 -0.03 -3.8 13.4 GNMA n 11.29 0.00 -2.3 5.2 CstHou nr 90.28 -1.60 -16.4 102.3 FrankTemp/Mutual A&B: IntlAlphaInv p 16.85 -0.21 -6.3 48.2 GlblOppY 62.65 0.71 -17.8 26.4 Inv Bal p 15.95 NA NA NA
Freedom2060K 13.91 -0.06 -6.3 46.4 NewMktsIncFdZ 13.24 -0.42 -6.5 0.4 GovtInc n 10.26 -0.04 -3.3 7.1 DfAero nr 16.45 0.49 3.8 9.7 Beacn A 17.55 -0.11 -1.2 34.6 IntlOpp 17.65 -0.15 -6.7 35.8 GloblY 106.72 1.42 -14.8 44.0 InvCon p 13.07 NA NA NA
GlexUSIdxInstPre n 14.60 -0.23 -4.5 25.5 RE Income 13.13 0.02 -4.4 24.8 GroCo n 31.16 0.44 -14.6 109.6 Energy nr 43.83 0.69 24.1 24.4 Shares A 26.76 0.16 0.0 25.8 MidCap 30.89 0.48 -10.5 38.2 IncomeY 4.58 -0.06 8.8 19.2 InvG&I p 18.73 NA NA NA
InvGrwt p 23.39 NA NA NA Income 2.78 -0.02 -5.0 14.7 Discovery I 20.79 0.64 -26.3 76.8 LgCpGrwth 21.68 0.28 -14.9 54.8 Income 11.59 -0.07 -2.3 11.9 R2020A p 20.89 -0.02 -5.0 30.7 FunUSLgInst nr 22.41 0.07 NA NA LC2040Ret 15.86 NA NA NA
LgCpGwth p 51.43 NA NA NA IntrTxFr 10.91 0.01 -3.6 9.2 DiscoveryA p p 14.17 0.44 -26.4 75.4 LgCpVal 20.33 0.17 -3.7 44.1 IntlBdUSH 10.45 -0.03 -2.5 7.0 R2030A p 27.35 -0.02 -6.2 37.1 HlthCare n 26.23 0.56 NA NA LC2045Ret 13.05 NA NA NA
MdCpGrw p 36.01 NA NA NA NatlTxF p 11.55 0.01 -4.4 12.3 GloFranI t 34.02 0.18 -8.0 49.9 SmCpGrwth 14.40 0.35 -12.7 62.9 InvstGrCrBd 10.05 -0.08 NA NA R2035 21.17 0.00 -6.7 40.0 InflProSel n 12.12 0.08 NA NA LCIdx2010Inst 17.04 -0.02 -4.6 25.2
MdCpVal p 38.43 NA NA NA ShtDurIncm 4.07 -0.01 -1.6 6.7 InceptionP A p 9.87 0.14 -25.2 93.6 SmCpVal 16.04 0.10 -2.0 37.7 LowDurInc 8.43 -0.04 -1.8 9.9 R2040A p 30.08 0.01 -7.1 42.5 IntI Sel nr 22.36 -0.25 NA NA LCIdx2020Inst 19.40 -0.02 -5.1 29.1
ShrtDurBd p 10.84 NA NA NA ShtDurTxF p 15.49 0.01 -1.9 3.8 InceptionPort I 14.78 0.21 -25.2 95.4 Osterweis Strat Income: LwDur 9.62 -0.02 -1.7 4.2 Ret2045-A p 21.14 0.01 -7.3 44.2 IntlMstr nr 21.95 -0.32 NA NA LCIdx2025Inst 21.22 -0.02 -5.4 32.1
Sm Cap p 49.28 NA NA NA TotRet 10.02 -0.06 -3.8 10.2 IntlEqI 14.71 -0.28 -3.4 23.8 OsterweisStrInc n 11.27 0.05 -2.0 14.9 MuniBd 10.13 0.01 -3.2 12.2 Ret2050-A p 17.83 0.01 -7.4 44.3 MT AllEq n 21.53 NA NA NA LCIdx2035Inst 24.76 -0.02 -6.1 38.3
SmCapGrw p 17.36 NA NA NA Lord Abbett I: MorganStanleyPathway: RealRtn 11.82 0.07 NA NA Price Funds - R Cl: MT Bal n 19.42 NA NA NA LCIdx2040Inst 26.15 -0.02 -6.4 41.5
SR2020 p
SR2030 p
16.13
18.74
NA
NA
NA
NA
NA
NA
BdDebentr
DevlpGro
7.87
28.14
-0.03
0.66
-4.9
-19.1
14.6
42.6
CoreFxIcm n
LgCapEq n
7.84
23.42
-0.04 -4.5 10.3
0.25 -8.5 53.7 PQ ShtTm
TotRt
9.72
9.84
-0.01
NA
-0.4
NA
4.0
NA
BlChipR p
ExtIndex nr
139.58
32.43
2.24
0.51
-15.3
-10.4
49.7
42.5
MT Gro n
S&P Sel n
24.98
67.25
NA
0.56
NA
NA
NA
NA
LCIdx2045Inst 27.07 -0.02
LifeStkIdx 36.85 NA
-6.7
NA
44.7
NA
SR2040A p 20.96 NA NA NA FloatRt 8.33 -0.01 -0.4 7.7 Sm-MdCapEq nr 18.42 0.24 -7.3 41.7 PACE Funds Cl P: PIMCO Funds Instl: GrowthR p 82.79 0.95 -16.0 55.7 SmCp Sel nr 32.69 0.51 NA NA LrgCpGrIdxInst 49.68 NA NA NA
USEquity 19.96 NA NA NA HiYld 7.14 -0.01 -4.4 15.2 Munder Funds: IntlEqty P 17.11 -0.34 -3.7 30.7 ComPLUSStrtgyFd 9.17 NA NA NA R2020R p 20.61 -0.02 -5.1 29.7 SmCpEqSel nr 20.19 0.32 NA NA LrgCpGrIdxRet 50.08 NA NA NA
ValAdv t 38.99 NA NA NA ShtDurInc p 4.07 -0.01 -1.5 7.0 MndrIntlSmCpInv r 15.39 -0.09 -8.6 34.2 LgGrEqty P 23.08 0.25 -12.4 73.2 DynamicBd 10.45 -0.02 -1.4 7.6 R2030R p 27.03 -0.02 -6.2 36.1 Trgt2030 nr 16.42 NA NA NA LrgCpGrInst 20.82 0.14 -13.4 67.5
JPMorgan C Class: LSVValEq : Munder Funds Cl Y: LgVEqty P 21.91 -0.08 -0.3 35.5 GNMAGvtSec 10.86 -0.01 NA NA R2040R p 29.78 0.01 -7.2 41.4 Trgt2040 nr 17.65 NA NA NA LrgCpVl IdxInst 23.84 0.20 -3.0 41.2
InvBal p 15.62 NA NA NA LSVValEq 28.83 -0.06 -0.8 37.5 MndrSCVClY p 40.01 0.51 -0.6 40.5 StraFxd P 13.24 -0.07 -4.2 12.3 IncomeFd 11.59 -0.07 -2.3 12.2 Ret2025-R p 18.05 -0.02 -5.5 33.0 TSM Sel nr 75.47 0.72 NA NA LrgCpVl IdxRet 24.31 0.21 -3.0 40.2
InvConsvGr t 13.00 NA NA NA Mutual Series: Pacific Life Funds: InflRespMulAsset 8.99 NA NA NA Ret2035-R 20.85 0.00 -6.7 39.0 TxFrBd n 11.64 0.01 NA NA LrgCpVl Inst 21.09 0.10 -2.9 46.8
JPMorgan Funds:
Fl EmMktEq L 33.52 NA NA NA M BeacnZ
GlbDiscA
17.76
31.14
-0.11
-0.34
-1.1
1.1
35.7
28.6
PortOptModAggClA p
PortOptModClA r
14.01
13.12
NA
NA
NA
NA
NA
NA
Pioneer Funds A:
AMTFreeMuniA p p 14.94 0.07 -4.1 12.4
Ret2050-R
PRIMECAP Odyssey Fds:
17.61 0.01 -7.5 43.1 USSmCoIdx nr 16.70
Segall Bryant & Hami:
0.18 NA NA MdCpGrInst
MdCpVl Inst
20.84 NA
18.51 0.08
NA
-4.3
NA
32.2
MdCpVal L 39.70 NA NA NA MainStay Fds A: GlbDiscz 31.94 -0.35 1.1 29.6 Palmer Square: BondA 9.31 -0.05 -3.9 12.1 AggGrowth nr 46.44 0.36 -11.9 30.0 SmallCapVal Inst 14.45 0.19 -2.7 29.3 MdCpVlRet 18.36 0.08 -4.3 31.2
USEquity L 20.11 NA NA NA ConvtA 19.32 0.17 NA NA QuestA t 14.80 0.02 4.1 17.2 Income Plus 9.99 -0.01 -0.4 8.1 CoreEqA 22.36 0.02 -4.4 69.1 Growth nr 41.24 0.40 -6.5 39.2 SEI Portfolios: QuantSmCpEqInst 17.37 NA NA NA
JPMorgan I Class: HiYldBdA 5.43 0.02 NA NA QuestZ 15.06 0.02 4.1 18.0 Parnassus Fds: DiscGrA 15.50 0.24 -10.4 79.4 Stock nr 38.20 0.25 -4.8 47.5 CoreFxIn F 10.88 -0.06 -4.4 10.4 RealSecInst 21.54 0.45 -9.6 48.1
CoreBond 11.36 NA NA NA IncBldr 19.77 -0.08 NA NA SharesZ 27.11 0.15 0.1 26.7 ParnEqFd n 58.29 0.48 -8.1 67.2 EqIncA 39.50 0.23 -3.4 35.0 Principal Investors: EMktDbt F 9.25 -0.29 -4.7 0.9 RealSecRet 22.56 0.47 -9.7 47.0
CorePlusBd 8.06 NA NA NA LgCpGrA p 9.96 0.11 NA NA Parnsus n 53.63 1.80 -16.7 33.5 HighIncMuniA 7.25 0.00 -3.3 12.4 CapApprA p 57.07 NA NA NA HiYld F 6.77 0.03 -2.5 21.1 S&P500IdxInst 48.03 0.40 -7.8 64.9
EmMktEq I
EqInc
33.25
22.83
NA
NA
NA
NA
NA
NA
TxFrBdA
MainStay Fds I:
10.26 0.02 NA NA N Pax World Fds:
SustAll Inv n 27.27 0.09 -5.9 42.2
MdCapVa
PioFdA
26.04
36.06
0.08
0.22
-1.1
-4.6
43.7
82.0
ConBalA p
EqIncIA p
12.34
37.94
NA
NA
NA
NA
NA
NA
IntlEmg F
IntlEq F
12.30
11.38
-0.54
-0.18
-4.7
-6.3
17.9
27.2
S&P500IdxRet 47.69 0.40
SmCpBl IdxInst 22.82 NA
-7.8
NA
63.6
NA
EqIndx 64.44 NA NA NA EpochGlb r 20.16 -0.05 NA NA Nationwide Fds R6: Paydenfunds: SelMCGrA 45.28 1.03 -14.2 43.6 FlIncA p 12.25 NA NA NA IntMuni F 11.72 0.01 -3.2 8.9 SmCpBl IdxRet 22.94 NA NA NA
GrAdv r 28.89 NA NA NA MacKaySTMuni 9.54 0.00 NA NA IntIdxR6 8.35 NA NA NA HiInc n 6.55 0.00 -4.2 20.1 StratIncA p p 10.35 -0.07 -3.4 14.3 HiYld IN 8.90 NA NA NA LgCapGr F 44.39 0.53 -12.0 73.3 SocChEqInst 25.82 0.23 -9.1 60.7
GvBd 10.51 NA NA NA S&P500IdxA 54.57 0.45 NA NA Nationwide Fds Serv: LowDur n 9.90 -0.02 -1.4 5.3 Pioneer Funds Y: InfPro IN 9.02 NA NA NA LgCVal F 27.53 0.06 -1.4 34.5 SocChEqRet 26.30 0.24 -9.1 59.6
HighYld 6.92 NA NA NA TRBd 10.27 -0.05 NA NA IDAggr p 9.54 NA NA NA LtdMat n 9.46 0.00 -0.3 4.4 AMTFreeMuniY 14.88 0.06 -4.1 13.1 LgCpStA p 21.87 NA NA NA MgdVol F 16.99 0.11 -1.8 30.3 Tortoise Capital:
IntlEq 18.39 NA NA NA Mairs&Power: IDModAggr p 9.73 NA NA NA Pear Tree: BondY 9.22 -0.04 -3.8 13.4 LgIndxI 21.87 NA NA NA S&P500 F 88.32 0.74 -7.8 63.9 TorMLPPipInsCl 12.40 0.11 11.6 10.8
IntmdTFBd 10.71 NA NA NA MairsPwrBal n 109.30 0.81 -6.5 36.6 Natixis Funds: ForeignVal I r 23.15 -0.80 -3.3 16.2 PionFdY 36.79 0.22 -4.6 83.6 LgIndxJ tn 21.58 NA NA NA ShtGov F 10.22 -0.01 -1.3 3.8 Touchstone Family Fd:
InvConGw 13.17 NA NA NA MairsPwrGr n 148.65 2.13 -8.6 57.7 InvGradeBdA p 10.77 -0.06 -3.7 12.8 PearValR6 11.71 -0.40 -3.2 16.6 SelMCGrY 51.26 1.17 -14.2 44.7 LT2020 In 13.49 NA NA NA TaxMgdLC F 34.54 0.15 -6.6 54.1 FlexIncY 10.77 -0.04 -3.3 13.1
InvGrwth 24.07 NA NA NA Marsico Funds: InvGradeBdY 10.78 -0.06 -3.6 15.7 PearValSCapInst 15.95 -0.43 -5.0 30.4 StratIncY p p 10.35 -0.06 -3.3 15.5 LT2020J tn 13.40 NA NA NA TaxMgdSmMdCp F 25.39 0.25 -6.4 35.7 FocEqY 59.91 0.43 -6.9 66.7
LgCapVal 19.33 NA NA NA Focus pn 23.57 -0.02 -14.3 79.2 LSGrowthY 23.46 0.20 -10.5 63.9 Perm Port Funds: Price Funds: LT2030In 14.86 NA NA NA Selected Funds: LagCapFoc A p 54.95 0.40 -6.5 69.9
LgCpGwth 52.78 NA NA NA Mass Mutual: USEqOppsA 40.46 0.15 -6.2 62.2 Permanent n 48.60 0.40 -2.6 38.7 2050RetFd n 18.05 0.01 -7.4 45.3 LT2030J tn 14.80 NA NA NA AmShD n 41.06 -0.06 -3.3 48.8 MdCpGrwY 35.51 0.90 -11.1 58.5
MdCpGrw 44.55 NA NA NA SelBluChipGroClI 24.67 NA NA NA Neuberger Berman Fds: PGIM Funds Cl A: Balnanced n 26.51 0.03 -6.0 36.1 LT2040I 16.20 NA NA NA AmShS pn 40.94 -0.06 -3.3 47.3 MdCpY 46.26 0.32 -6.8 44.7
MdCpVal 39.04 NA NA NA MassMutual Premier: EmgMktInst 20.74 -0.87 -6.6 10.3 Balanced 16.43 NA NA NA BdEnhIdx nr 10.88 -0.05 -3.9 10.0 LT2040J tn 16.02 NA NA NA Sequoia: SandsCapGrY 15.01 0.47 -21.6 54.7
MidCapEq 56.09 NA NA NA CoreBdI 10.42 -0.05 -4.3 12.8 EqIncInst 14.46 0.21 -0.7 38.2 HighYield 5.20 NA NA NA BlChip n 150.66 2.43 -15.3 52.1 LT2050I 16.82 NA NA NA SequoiaFd n 161.34 -0.22 -12.8 55.6 SandsCpSelGrwA 13.35 0.42 -21.6 53.5
MtgBckd 11.05 NA NA NA MassMutual Select: GenesInst 66.78 0.99 -10.7 48.1 JennBlend 22.05 0.20 -10.0 55.4 CA Bond n 11.50 0.02 -3.0 10.4 MdGrIII Inst 11.90 NA NA NA Sit Funds: SelGrwth 13.37 0.43 -21.6 53.6
ShtDurBnd 10.85 NA NA NA BlackRockGlAllCi 9.91 NA NA NA HiIncBdInst 8.30 0.03 -4.1 15.0 JennGrowth 49.21 0.36 -17.3 72.6 Communica&Tech n 153.91 2.30 -15.7 66.0 MidCpBldA 34.07 NA NA NA MinnTxF n 10.33 0.03 -3.6 8.3 SmCoA p 5.41 0.06 -6.7 39.9
SmCap 60.41 NA NA NA BlChpGrR5 24.57 NA NA NA IntrinsicValInst 21.87 0.40 -5.4 52.0 JennHealthSci 34.04 1.14 -11.8 35.9 DivGro n 68.85 0.56 -7.0 57.4 PreSecI 9.79 NA NA NA SmeadFds: Tr for Credit Unions:
SmCapGrw 20.26 NA NA NA IdxEqI 19.30 0.16 NA NA LCVal Inst 45.37 0.28 2.5 71.4 JennMidCapGrowth 14.68 0.47 -12.1 63.0 DvsfMCGr n 40.70 0.91 -14.1 50.9 PtrLGI In 18.51 NA NA NA SmeadValueInstl 67.72 -0.34 -2.2 65.8 UltShtDur TCU 9.40 0.00 -0.1 3.6
TxAwEq 40.55 NA NA NA MCGrEqIII 22.70 NA NA NA LgShInst 17.25 0.15 -3.6 33.8 JennSmallCompany p 20.07 0.24 -8.1 64.6 EmgMktB n 9.95 -0.26 -7.4 -1.2 PtrLV In 18.62 NA NA NA SoundShoreInv n: Transamerica A:
USEquity 20.05 NA NA NA MCpGrEqIIS 22.30 NA NA NA MidCapGroR6 16.85 0.42 -12.4 56.5 JennUtility 15.32 0.39 -4.5 34.6 EmMktS n 42.79 -1.97 -5.5 11.7 RealEstSecI 30.94 NA NA NA SoundShoreInv n 40.95 0.33 -0.5 46.7 AsAlCnsrv p 10.66 -0.03 -5.5 21.1
USLgCpCorPls 21.74 NA NA NA PIMCITRetI 9.61 -0.04 -4.1 11.6 NeubCrBdInst 10.11 -0.04 -4.0 11.9 NationalMuni 14.64 0.01 -3.3 8.2 EqInc n 36.64 0.23 1.8 48.0 SAMBalA p 16.12 NA NA NA Sprott Funds Trust: AsAIGrow p 14.20 0.01 -7.9 39.1
USRechEnhEq 33.25 NA NA NA Matthews Asian Funds: REInst 17.11 0.41 -10.9 47.2 ShrtTermCorpBond 10.82 -0.04 -2.6 7.0 EqIndex n 115.51 0.96 -7.8 64.2 SAMGrA p 18.88 NA NA NA GoldEq Inv p/r tn 50.72 0.04 4.9 49.9 AsAlMod p 11.52 -0.02 -5.9 25.7
ValAdv 39.24 NA NA NA AsiaDivInv nr 17.27 -0.27 NA NA StrIncInst 10.67 -0.01 -3.4 14.2 TotalReturnBond p 13.73 NA NA NA Europe n 24.12 -0.30 -10.8 33.4 SmCpBldIN 26.99 NA NA NA SSgA Funds: AsAlModGr p 12.55 -0.01 -6.8 31.8
JPMorgan Inst Class: AsiaGroInv nr 26.58 0.05 NA NA SustainableEqIns 43.62 0.36 -7.2 54.5 PGIM Funds Cl C: FinSvcs n 36.20 -0.22 0.6 67.9 StrGrw A p 20.74 NA NA NA SP500 n 250.81 2.10 -7.8 64.9 Balanced 32.55 0.09 -6.1 42.7
ValAdv L 39.27 NA NA NA Asian G&I Inv nr 15.71 -0.36 NA NA Neuberger Berman Inv: TotalReturnBond 13.71 NA NA NA GlbGr n 37.67 0.28 -13.1 58.8 ProFunds Inv Class: State Street Institu: FocusA 32.69 1.07 -24.9 63.6
JPMorgan R Class: ChinaInv n 18.83 -0.34 NA NA Focus n 25.38 0.26 -14.9 43.8 PGIM Funds Cl Z: GlbStk n 57.57 0.10 -9.3 75.6 UltNASDAQ-100 n 74.90 1.70 -25.7 205.7 SmCapEq (ICL) 18.34 0.22 -8.5 37.1 Trust for Professional Ma:
CoreBond 11.37 NA NA NA DLStrIncmR 18.79 -0.33 NA NA Genes n 66.72 0.98 -10.7 47.4 GlobalRealEstate 22.79 0.20 -7.5 26.6 GlbTech n 17.75 0.12 -23.9 62.6 Putnam Funds: US Eq (ICL) 11.89 0.14 -7.2 70.7 PerfTrstMuniInst 24.87 0.06 -3.7 12.0
CorePlusBd 8.07 NA NA NA GrOpp R6 54.44 0.69 -13.4 78.4 State Street V.I.S.: PrfTrtStrtBd Ins 21.91 -0.08 -3.3 10.4
IndiaInv nr 26.75 -0.34 NA NA Guard n 24.15 0.28 -10.5 88.2 HighYield 5.21 NA NA NA GMS-fd n 11.17 -0.05 -2.9 13.7
HighYld r 6.93 NA NA NA PacTigerInv nr 25.88 -0.59 NA NA IntlEqInst r 13.63 -0.21 -9.6 33.8 JennGrowth 55.37 0.41 -17.3 74.2 GNMA n 8.95 -0.01 -2.5 3.6 Putnam Funds Class A: TR V.I.S. Cl 1 15.16 -0.02 -5.6 23.3 Tweedy Browne Fds:
LimDurBd 9.97 NA NA NA MergerFundThe pn: LCVal n 45.43 0.28 2.5 70.6 JennHealthSci 41.50 1.39 -11.8 37.0 Growth n 89.33 1.03 -16.0 58.2 CATx p 7.85 0.00 -3.4 11.0 TR V.I.S. Cl 3 15.10 -0.01 -5.6 22.4 GblValue n 28.32 -0.58 -2.6 18.8
MtgBckd 11.05 NA NA NA MergerFundThe pn 17.34 NA NA NA MdCpGrInv n 16.82 0.42 -12.4 55.2 JennMidCapGrowth 20.07 0.65 -12.0 64.6 HelSci n 91.06 2.24 -12.5 43.7 ConvSec 24.62 0.28 -7.1 55.9 Sterling Capital Fds:
ShtDurBnd
SmCpEqR5
10.85
60.65
NA
NA
NA
NA
NA
NA
Meridian Funds:
Growth n 43.47 0.97 -9.0 40.8
Neuberger Berman Tr:
Genes n 66.59 0.99 -10.7 47.0
TotalReturnBond
PIMCO Fds Admin:
13.68 NA NA NA HiYield n
InstEmMEq
6.35
40.82
0.01
-1.89
-3.7
-5.6
15.4
11.6
DvrIn p
DynAABalA
6.08
15.85
-0.03
0.03
-2.2
-5.8
-2.2
29.7
TotRetBdI
Sunbridge:
10.36 -0.07 -4.4 11.2 U
SmCpVal 28.53 NA NA NA Value n 42.91 0.67 -6.4 56.4 GenesisFdR6 66.78 1.00 -10.7 48.5 TotRtAd p 9.84 NA NA NA InstFLRfd r 9.67 -0.02 -0.3 12.3 DynAAGthA 17.91 0.03 -6.5 36.0 EmgMkt Inst 27.28 -0.73 -7.7 15.8 Ultimus:
USEqR5 20.11 NA NA NA Metropolitan West: New Covenant Funds: PIMCO Fds Instl: InstHiYld 8.44 0.02 -3.7 16.1 PutLargCap p 30.60 0.22 -1.7 53.2 LyricalUSVlEqI 22.00 -0.05 -4.3 40.8
USRechEnhEq 33.20
JPMorgan R5 Class:
NA NA NA HiYldBdI
IntmBdI
10.08
10.32
NA
NA
NA
NA
NA
NA
Growth n
Nicholas Group:
56.63 0.50 -8.1 60.4 AllAsset
AllAssetAuth r
12.26
7.88
NA
NA
NA
NA
NA
NA
LgCapGow I
InstLCCoreGr 59.76
62.93 1.06
0.97
-14.4
-15.2
65.8
52.6
PutFocIntEq p 14.56
GeorgePutBal 22.12
-0.22
0.06
-6.4
-6.5
28.1
41.2 T UM Funds:
BehavVal 83.74 NA NA NA
SR2020 R5 16.24 NA NA NA LowDurBdI 8.69 NA NA NA Nch II I 31.68 0.68 -9.3 50.7 CommodtyRR 7.31 NA NA NA LgCpVal 27.83 0.20 0.2 48.4 GlbHlthCare p 59.14 1.38 -6.8 52.8 TCU ShtDur : USAA Group:
SR2030 R5 18.88 NA NA NA TotRetBd n 10.43 NA NA NA NchLt I 30.06 0.72 -11.1 44.9 DivInc 10.43 -0.10 -5.2 9.5 InstSmCap 29.37 0.30 -10.6 47.0 GrOpp p 50.75 0.64 -13.4 76.5 TCU ShtDur 9.60 -0.01 -1.4 5.1 500Indx Reward n 57.18 0.50 NA NA
SR2040 R5 21.13 NA NA NA TotRetBdI 10.43 NA NA NA Nich n 78.00 1.46 -9.8 60.0 EmMktsBd 9.49 -0.23 -6.6 6.6 IntDis n 72.20 -0.61 -14.2 43.7 HiYld A p 5.69 0.00 -3.7 14.8 TCW Funds: CA Bd n 11.20 0.02 NA NA
JPMorgan Select Cls: TRBdPlan 9.78 NA NA NA Northern Funds: EmrgMktCur&STInv 7.73 NA NA NA IntEqIdx nr 15.45 -0.17 -5.5 26.9 Incm p 6.48 -0.05 NA NA CoreFxInc n 11.03 NA NA NA CapGr n 12.05 0.00 NA NA
SmCpGrL 21.23 NA NA NA UnconstrBdI 11.37 NA NA NA ActMIntlEq nr 11.76 -0.19 -6.8 33.1 ExtdDur 5.85 -0.09 NA NA IntlStk n 18.62 -0.21 -6.3 24.8 IntlEq p 23.33 -0.64 -7.9 27.8 EmMktInc n 7.06 NA NA NA CrnrsMod n 15.69 -0.04 NA NA
MFS Funds: BdIdx n 10.26 -0.04 -4.1 8.7 GlblBdOppUSH 10.22 -0.03 -1.4 10.2 IP Bond n 12.73 0.07 -2.9 21.4 NYTx p 8.54 -0.01 -3.5 9.1 SelEqtyI n 32.82 NA NA NA CrnstModAggr n 27.04 -0.06 NA NA
L IIE
MFS Funds Class A:
31.26 -0.53 -6.5 39.5 EmMktsEqIdx nr 12.62
FixIn n 10.05
-0.48
-0.05
-4.0
-4.6
16.4
11.0
HiYld
HiYldMuniBd
8.61
9.43
0.04
0.00
-4.0
-3.3
13.9
17.9
Japan n
MCapVal n
14.83
33.95
0.18
0.34
-12.9
1.0
20.8
48.5
ShtDurBd
SmCapGr p
9.95
57.83
-0.02
1.29
-1.6
-14.6
5.3
64.5
TotRetBondI n 9.71
TCW Funds N:
NA NA NA ExtMktIn n
Gr&Inc n
22.48
23.27
0.36
0.12
NA
NA
NA
NA
Laudus Funds: AgGrAIA 28.28 NA NA NA GlbREIdx nr 11.08 NA NA NA IntlBdUnhedged r 9.27 -0.06 -3.1 5.7 MCEqGr 64.76 1.10 -12.4 44.0 StDurInc 10.05 0.00 -0.1 3.4 TotRetBdN pn 10.01 NA NA NA Gr&TxStr n 25.33 0.11 NA NA
USLgCpGr nr 25.97 0.32 NA NA CoEqyA 43.99 0.62 -7.5 60.9 HiYFxInc n 6.46 0.01 -3.8 17.0 IntlBdUSH 10.45 -0.03 -2.5 7.3 MD Bond n 10.83 0.01 -2.8 10.4 SustainLdrsFd p 109.91 0.83 -11.2 66.9 The Bruce Fund: Grwth n 31.11 0.28 NA NA
Lazard Instl: GlEqA 54.06 -0.03 -7.9 42.0 HiYMuni n 8.72 0.01 -3.9 13.5 InvGrdCrBd 10.05 -0.08 NA NA MidCap n 103.13 1.73 -12.1 43.3 TFHY 12.54 0.01 -3.4 14.5 BruceFund n 630.72 4.08 -5.9 40.5 HiIncm n 7.46 0.00 NA NA
EmgMktEq 18.07 -0.94 -0.3 12.4 GlTotA 17.78 -0.13 -3.7 26.1 IntlEqIdx nr 13.66 -0.18 -5.7 25.9 LgTmRlRt 6.55 0.04 -10.5 39.2 N Asia n 19.85 -0.48 -5.6 32.2 TxEx p 8.37 0.01 -3.4 10.2 Third Avenue: Inco n 12.66 -0.09 NA NA
GlbLstInfr 16.06 0.05 -2.7 25.4 GrowthA 154.44 2.58 -14.3 68.5 IntTxExpt n 10.47 0.01 -2.9 7.8 LgTrmCrdtBd 11.22 -0.13 NA NA N Inc n 9.23 -0.04 -3.8 8.9 MtgSec p 11.28 -0.06 -1.8 2.7 ValueInst 54.72 -1.14 8.0 40.0 IncStk n 19.28 0.09 NA NA
IntlEq 17.13 0.00 -4.7 21.9 GvScA 9.75 -0.03 -2.9 6.4 MidCpIdx n 22.10 0.24 -6.2 43.6 LngDurTotRtrn 9.37 -0.11 -8.0 23.6 NAmer n 62.86 0.58 -7.9 89.3 Putnam Funds Class Y: Thompson IM Fds,Inc: Intl n 25.96 -0.43 NA NA
IntStrtEq r 15.49 -0.01 -5.4 22.1 IntlVA 46.81 -0.07 -11.6 34.1 ShIntTaxFr n 10.10 0.01 -1.8 4.6 LowDur 9.62 -0.02 -1.7 4.5 New Era n 40.66 0.06 1.5 28.9 GrOpp Y 53.92 0.69 -13.4 77.8 Bond n 10.79 -0.03 -1.2 7.0 IntmTerm n 13.42 0.01 NA NA
USEQ Concen Inst 18.10 0.33 -8.1 47.7 IntNwDA 33.39 -0.19 -8.8 17.2 SmCapIdx n 14.17 0.22 -9.0 32.5 LowDurInc r 8.43 -0.04 -1.8 10.2 NHoriz n 63.01 1.14 -18.0 65.0 Incm 6.62 -0.05 NA NA Thornburg Fds: LgTerm n 13.40 0.02 NA NA
Legg Mason I: LtdMA 5.92 -0.01 -1.5 6.2 SmCpVal n 20.51 0.24 -3.8 25.1 ModDur 10.08 -0.03 NA NA OverS SF nr 12.67 -0.22 -4.5 30.7 PutLargCap 30.62 0.23 -1.7 54.4 IncBuildA t 23.94 -0.50 -1.3 30.5 Nasdaq100 n 37.55 0.48 NA NA
IntlGrTrI 60.67 -0.52 -12.1 35.0 MCapA 25.83 0.44 -16.5 53.1 StkIdx n 48.14 0.40 -7.8 64.6 MortgOppBd 10.67 -0.02 -0.8 11.1 QMUSSmCpGrEq n 40.91 0.62 -11.7 37.2 ShtDurBd 9.96 -0.02 -1.5 6.1 IncBuildC p 23.91 -0.49 -1.4 27.6 ntTerBd n 10.18 -0.04 NA NA
OpporTrI 38.43 -0.32 -8.4 36.5 MCapValA 30.83 0.25 -2.1 50.6 TxExpt n 10.60 0.01 -3.3 9.8 MuniBd 10.13 0.01 -3.2 12.5 SpectConsAllo n 20.37 -0.03 -4.6 23.9 StDurInc 10.06 0.00 0.0 3.8 IntVal I 24.75 -0.69 -8.5 37.5 S&PIdx n 57.14 0.50 NA NA
Longleaf Partners: MIGA 38.83 0.41 -9.0 73.3 Nuveen Cl A: RAEFndmtlAdvPLUS 8.69 NA NA NA SpectModerAllo n 25.16 -0.02 -6.0 31.2 IntValA p 23.78 -0.66 -8.5 36.2 SciTech n 24.13 0.32 NA NA
Intl n
Partners n
16.15
24.34
-0.75 -5.6 -0.2
0.00 -1.9 35.5
MITA
MuHiA
38.35
8.32
0.37
0.00
-8.0
-3.7
56.6
13.5
AAMunBd p
CAMunBd p
11.69
11.19
NA
NA
NA
NA
NA
NA
RAEPLUS r
RealRtnI
6.83
11.82
-0.07
0.07
-2.4
NA
46.6
NA
SpectModerGwAllo n 39.50
R2005 n 13.10
0.03
-0.01
-7.1
-4.4
38.0
25.6
R LtdTIn
LtdTIncI
13.38
13.39
-0.07
-0.06
-2.3
-2.2
8.4
9.3
ShtT n
ShtTBdA n
10.42
9.04
0.01
-0.02
NA
NA
NA
NA
Sm-Cap n 25.55 -0.10 -2.9 20.9 MuInA 8.86 0.02 -3.3 10.7 HiYldMuBd p 17.69 NA NA NA RERRStg 8.34 0.22 -9.8 52.0 R2010 n 16.73 -0.01 -4.6 27.4 RBB Fund: LtdTMu I 14.10 0.01 -2.3 3.9 SmCpStk n 13.72 0.29 NA NA
Loomis Sayles Fds: MuLtdA 8.15 0.01 -2.3 5.7 IntDMunBd p 9.32 NA NA NA ShortT 9.72 -0.01 -0.4 4.3 R2015 n 14.01 -0.01 -4.7 29.4 BPSmVal2Inst 30.06 0.12 -1.5 36.8 LtdTMuA 14.10 0.01 -2.3 3.3 TarRet2030 n 12.93 0.00 NA NA
LSBondI 13.00 -0.04 NA NA NewDA 24.92 0.40 -15.2 44.9 LtdMnBd p 11.11 NA NA NA ShtAssetInv 9.91 -0.01 -0.4 2.7 R2020 n 21.11 -0.01 -5.0 31.7 RBC Funds: Thrivent Funds A: TarRet2040 n 13.21 0.01 NA NA
LSBondR pn 12.93 -0.03 NA NA ReInA 22.56 -0.27 -7.7 34.1 Nuveen Cl I: StcksPLUSIntlHdg r 8.16 NA NA NA R2025 n 18.45 -0.01 -5.5 35.1 AccCpCommInvI 8.57 NA NA NA DivrIncPlus 7.39 -0.01 -3.9 16.5 TarRet2050 n 13.66 0.01 NA NA
LSCorBndA p 12.88 -0.08 -4.0 11.0 ResBdA 10.63 -0.04 -4.1 11.1 HYMunBd 17.69 NA NA NA StcksPLUSSmall 9.56 0.14 -10.0 31.6 R2030 n 27.67 -0.03 -6.1 38.1 RiverNorth Funds: LgCpStk 26.63 0.11 -7.1 41.6 TarRetIncm n 11.28 -0.02 NA NA
LSStrIncA p 13.50 -0.03 NA NA RschA 55.45 0.69 -8.2 57.4 Nuveen Cl R: StkPlsLgDur 6.72 -0.02 NA NA R2035 n 21.31 -0.01 -6.7 41.0 RNDLIncomeI 10.03 NA NA NA MidCapStk 30.03 0.40 -7.3 56.3 VA Bd n 11.30 -0.01 NA NA
SmCpGI 27.76 0.68 -13.3 38.6 TechA 56.70 0.75 -13.8 67.4 CAMunBd 11.20 NA NA NA StksPLS 11.91 0.07 -8.6 63.7 R2040 n 30.43 0.00 -7.1 43.5 Royce Funds: MuniBd 11.15 0.01 -3.3 9.6 ValueFd n 18.18 0.11 NA NA
Lord Abbett A: TotRA 20.61 0.03 -4.0 33.8 IntDMunBd 9.35 NA NA NA StPlTRInst r 10.93 0.08 NA NA RealEst n 18.65 0.46 -7.5 29.9 Oppty I nr 16.01 0.21 -4.5 65.5 SmCapStk p 23.77 0.61 -2.7 59.2 WldGr n 25.55 0.01 NA NA
Affiltd p 17.47 0.17 -5.9 32.8 UtilA 23.40 0.59 -4.4 32.7 LmtTrmR 11.07 NA NA NA TotRetESG 8.86 -0.06 -4.3 10.6 Ret2025A p 18.32 -0.01 -5.5 34.0 PAMut I nr 8.85 0.06 -8.3 37.5 Thrivent Funds S:
BdDeb p
CalibrDivGr
7.91
18.87
-0.03
0.14
-5.0
-9.0
13.9
52.1
ValueA
MFS Funds Class C:
51.31 0.50 -5.6 41.5 NYMunBd
Nuveen Fds:
10.89 0.01 -3.6 10.2 TotRt
TRII
9.84
9.22
NA
-0.04
NA
-3.8
NA
9.7
Ret2045 n
Ret2045R
21.33
20.82
0.01
0.01
-7.3
-7.3
45.2
43.1
PremierI nr
SpecEqI nr
11.93
18.31
0.01
-0.04
-8.0
-4.1
36.3
26.9
LgCpVal n
MidCapStk n
28.38
35.28
0.12 0.0 54.9
0.48 -7.3 57.5
V
CoreFxdInc p 10.62 -0.05 -3.7 9.9 GrowthC 116.54 1.93 -14.4 64.7 RealEst 21.00 0.50 -8.0 35.4 TrndsMgdFutStrgy 11.95 0.07 NA NA Ret2055 n 18.69 0.01 -7.3 45.1 TotRet I nr 8.51 0.06 -3.1 35.4 OppIncmPl n 9.74 -0.03 -3.2 7.7 VALIC:
DevGt p 21.44 0.51 -19.2 41.5 MFS Funds Class I: PIMCO Funds: Ret2055 18.50 0.01 -7.4 44.1 RS Funds: TIAA-CREF/Instl Cl: CoreVal 13.63 0.07 -0.5 36.6
FloatRt p
FundlEq p
8.32
13.42
-0.02
0.09
-0.4
-3.0
6.9
42.1
BondI
GrowthI
13.73
166.78
-0.06
2.78
-6.1
-14.2
14.7
69.7
O StcksPLUSIntlHdg
TotRet
8.06
9.84
NA
NA
NA
NA
NA
NA
RetBal Inc n
SciTec n
14.52
37.21
-0.01
-0.47
-4.1
-14.3
26.6
62.0
CoreEqVIP
InvQBdVIP
53.92
12.00
0.43 -0.8 42.2
-0.05 -4.4 10.8
CoreBond Inst 10.18
CorePlsBd 10.23
-0.04 -4.1 10.1
-0.05 -4.1 10.9
FrgnVal
GlobEq
10.74
9.38
-0.29
-0.53
-1.0
-5.7
16.6
18.9
GrOppty p 22.09 0.68 -14.9 47.7 IntNwDI 34.53 -0.20 -8.8 18.1 Oak Associates Funds: PIMCO Funds A: Sht-Bd n 4.71 -0.01 -1.3 6.5 Russell Funds S: TIAA-CREF/Retail Cl: SysCore 27.33 0.22 -8.1 67.0
HiYldA t 7.10 -0.01 -4.6 14.3 MCapI 27.75 0.47 -16.4 54.3 RedOakTec n 37.46 0.47 -11.7 61.3 AllAsset 12.26 NA NA NA SmCap n 57.30 0.64 -7.3 41.8 EmerMkts 17.89 NA NA NA EqIdx n 32.03 0.32 -8.1 60.5 InflPro 12.12 0.07 -3.4 17.5
HYMuniBd p 12.34 0.00 -4.6 15.4 MCapValI 31.71 0.25 -2.1 51.7 Oakmark Funds Invest: HiYld 8.61 0.04 -4.0 12.7 SmCapStk n 62.28 0.63 -10.7 47.0 IntlDvMkt 40.06 NA NA NA Gro&Inc n 23.82 0.23 -8.2 59.2 IntlEq 7.98 -0.10 -5.7 24.7
IncomeA p 2.78 -0.02 -4.7 14.4 MIGI 40.36 0.42 -8.9 74.6 EqtyInc nr 33.58 0.14 -2.0 40.5 HiYldMuniBd 9.43 0.00 -3.4 16.8 SpecGr n 25.39 0.17 -7.4 49.2 InvGrdBd 20.79 NA NA NA LrgCpGro n 20.72 0.14 -13.4 66.2 IntlGro 16.23 -0.08 -17.4 47.3
IntrTxFr 10.91 0.01 -3.6 8.8 MITI 36.91 0.35 -8.0 57.7 GlbSel nr 21.64 -0.46 -4.9 46.0 IncomeFd 11.59 -0.07 -2.4 10.9 SpecInc n 12.48 -0.04 -2.4 14.4 StratBd 10.46 NA NA NA MgdAlloc n 12.41 NA NA NA LgCpGro 21.97 0.23 -8.9 73.3
MidCapStk 33.16 0.29 -3.5 36.4 ResBdI 10.63 -0.04 -4.2 11.6 Global n 33.32 -0.70 -4.0 41.1 IntlBdUSH 10.45 -0.03 -2.5 6.0 SpecIntl n 15.11 -0.33 -6.3 26.7 TaxExBd 23.23 NA NA NA SocChEq n 22.47 0.20 -9.1 59.5 MdCpStGr 22.43 0.33 -10.5 63.5
MultiAstBalOppty 11.40 0.02 -6.0 34.7 RschI 57.17 0.71 -8.2 58.6 IntlSmCp nr 18.32 -0.68 -7.5 34.7 InvstGrCrBd 10.05 -0.08 NA NA SuMuInc n 12.07 0.01 -3.4 11.2 TMUSMdSmCp 37.24 NA NA NA TIAA/CREF Funds: MidCpIdx 30.65 0.35 -6.2 42.7
MultiAstInc 16.19 -0.02 -5.0 24.7 TotRI 20.60 0.02 -4.0 34.7 Oakmark n 117.04 0.22 -1.8 64.9 LowDurA 9.62 -0.02 -1.7 3.6 SuMuInt n 11.92 0.01 -3.0 8.1 TxMngUSLgCp 63.49 NA NA NA BdIdxInst 10.68 -0.04 -3.9 8.7 SciTech 36.15 0.25 -13.9 77.7
ShDurTxFr 15.48 0.00 -2.0 3.5 ValueI 51.64 0.50 -5.6 42.6 OakmrkInt n 26.98 -1.34 -4.0 22.8 LowDurInc 8.43 -0.04 -1.8 8.9 TaxEfEqty nr 52.23 0.74 -14.3 66.5 USSmCpEq 27.19 NA NA NA EqIdxInst 31.41 0.31 -8.1 61.8 SmCpIdx 21.23 0.33 -9.0 32.0
ShtDurIncmA p 4.08 -0.01 -1.6 6.6 Miller Convertible B: Select n 61.65 0.14 -4.0 56.4 MuniBdA 10.13 0.01 -3.3 11.5 TF Incom n 12.22 -0.01 -3.1 14.4 Rydex Dynamic Fds: EqIdxRet 31.90 0.31 -8.2 60.5 StckIdx 55.38 0.47 -7.8 63.6
TaxFr p 11.56 0.01 -4.4 11.9 MillerConvBndFd 13.86 0.09 -2.7 30.2 Oberweis Funds: RealRtnA 11.82 0.07 NA NA TF Incom n 10.10 0.01 -3.3 10.8 NasdaqStratH p 356.67 8.20 -25.7 209.6 Gr&IncInst 15.81 0.16 -8.2 60.6 ValUltra 21.68 0.35 -15.0 69.7
TotRet p 10.02 -0.06 -3.8 9.9 Mondrian: IntlOppInst 10.93 -0.01 -16.6 49.5 ShtTmA 9.72 -0.01 -0.5 3.5 TFSI n 5.57 0.00 -1.9 4.4 Rydex Investor Class: Gr&IncRet 16.22 0.16 -8.3 59.3 Value Line Funds:
ValOpps p 19.74 0.28 -8.2 44.4 IntlValEq n 14.75 -0.35 1.4 17.3 Old Westbury Fds: StksPLSTR 10.59 0.07 NA NA TotIndex n 47.52 0.45 -8.2 59.6 NasdaqInv n 65.44 0.82 -13.1 96.5 HgYldInst 9.20 0.04 -3.4 12.6 AstAlcClInv n 41.91 0.55 -9.4 33.8
Lord Abbett C: Morgan Stanley Fds A: AlCpCore n 23.65 0.26 -9.6 66.8 TotRetA 9.84 NA NA NA U.S.EqResch n 41.82 0.32 -7.5 67.0 InflLkdBdInst 12.01 0.08 -1.2 18.3 CapAppreClInv n 11.19 0.02 -9.7 41.0
BdDeb
ShtDurIncmC t 4.10
7.93 -0.03 -5.1 11.8
-0.01 -1.7 4.4
InsightA p
Morgan Stanley Fds I:
49.41 1.86 -25.0 66.3 FixInc pn
LrgCpStr n
10.87
17.03
-0.04
0.08
-2.7
-9.6
6.7
38.9
PIMCO Funds C:
IncomeFd 11.59 -0.07 -2.5 8.5
USLrgCpCore n 32.99
USTInter n 5.77
0.40
-0.02
-8.0
-3.1
57.0
7.7
S IntlEqIdxInst
IntlEqIdxRet
21.62
22.16
-0.25
-0.25
-5.5
-5.5
26.8
25.9
Van Eck Funds:
EmgMktsY 15.23 -0.89 NA NA
Lord Abbett F: FxInOpp I 5.56 -0.02 -2.1 10.3 MuniBd pn 11.89 0.01 -2.7 4.6 PIMCO Funds I2: VABond n 12.09 0.01 -3.0 10.4 Schwab Funds: IntlEqInst 12.93 -0.31 -8.5 31.4 VANGUARD ADMIRAL:
BdDeb 7.90 -0.03 -5.0 14.3 Insight I 57.37 2.17 -25.0 67.6 OWstbryNYMuBndFdn 10.14 0.01 -2.6 4.5 All Asset 12.29 NA NA NA Value n 45.36 0.58 -5.1 54.6 1000 Inv nr 94.97 0.90 NA NA LC2020Ret 13.28 NA NA NA 400MCpIdxInst 358.33 4.03 -6.2 43.9
DevGt p 23.19 0.55 -19.1 42.2 Morgan Stanley Inst: Sm&MdCapStrategi n 16.24 0.09 -10.0 27.7 CommdtyRR 7.27 NA NA NA Price Funds - Adv Cl: Balanced n 17.35 NA NA NA LC2025Ret 14.01 NA NA NA 500Adml n 405.51 3.40 -7.8 65.0
FloatRt p 8.31 -0.02 -0.5 7.2 CapGrI 55.87 1.75 -24.8 70.0 Optimum Funds Inst: ComPLUSStrtgyFd 9.07 NA NA NA BlChip p 147.10 2.36 -15.3 50.8 CoreEq n 22.10 0.17 NA NA LC2030Ret 14.59 NA NA NA BalAdml n 45.77 0.19 -6.6 39.9
HiYld p 7.10 -0.01 -4.4 14.8 CapGrP p 51.03 1.60 -24.8 68.7 Fixed Inc 9.22 -0.04 -4.1 9.9 EmgMkBd 9.49 -0.23 -6.6 6.3 CapAppA p 34.84 0.41 -4.5 50.6 DivEqSel n 14.84 0.05 NA NA LC2035Ret 15.29 NA NA NA CAITAdml n 11.81 0.02 -2.9 8.2
HYMuniBd 12.35 0.01 -4.5 15.7 CorPlusFxdIncI 10.91 -0.05 -4.1 11.7 Intl Eqty 12.49 -0.16 -9.2 18.5 HiYldMuniBd 9.43 0.00 -3.3 17.5 Growth p 86.67 1.00 -16.0 56.8 FunIntlLgInst nr 10.17 -0.19 NA NA LC2040Inst 10.58 NA NA NA CALTAdml n 12.21 0.02 -3.3 11.9
Weekly New Highs and Lows Data provided by
WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS
Weekly Comp. NYSE NYSE MKT Nasdaq AT&T Nts 2067 CooTekCayman KingswoodWt RLX Tech Autohome EverestConsol MS EM DomDebt StanleyB&D Un BlackstoneLSCred GrafTechIntl OrionOffice US BancorpPfdM
AT&T PfdA Core&Main Koppers Rafael Avalara ExecutiveNtwkWt MorganStanleyPfdF StateStreetPfdD BlackstoneSrFRTerm Graham OrmatTech US Cellular
AT&T PfdC CreditSuisse KoreaFund RayonierAdvMatls Avangrid Figs MorganStanleyPfd1 StateStreetPfdG BlackstoneStrCred GraniteConstr OsirisAcqn UWM
comScore InvscBldrSEM50ADR Portillo's WorkhorseGroup ATI PhysTherapy Culp Kyndryl Redwire AvantiAcqnWt FNB PfdE MorganStanleyPfdK Stem Block GranitePointPfdA Owlet Uber
ComtechTel InvscBS2022USDEM PoseidaTherap Worksport ATIPhysTherapyWt Cummins LCI Inds ReinsuranceGrpDeb Avaya Farfetch MorganStanleyPfdO Stepan BluescapeOpps GreenBrickPfdA PGIM GlbHYFd Ubiquiti
ConcertPharm InvscBS2023MuniBd Poshmark WorksportWt AXIS CapPfdE DTE EnergyDeb80 La-Z-Boy ReinsuranceGrpDeb AveryDennison Fastly MotiveCapII A Stevanato BoozAllen GreenDot PGIM HYBdFd UiPath
Confluent InvscBS2023USDEM PowellIndustries WorldwideWebbWt AZEK DTE EnergyDebE Lannett RenaissancePfdF AxaltaCoating FedAgricMtgPfdC MuellerWater StifelFinlPfdB BoqiiHolding GuggActAlloc PimcoAccIncm UnderArmour A
Conformis InvscBS2024MuniBd PowerbridgeTech WrapTech Aaron's DWSStratMuni LazardGlblFd ReneSola Bark FedRealtyInvPfdC MusicAcqnWt StifelFinlPfdC BorgWarner GuggTaxMuni PimcoCaMuniII UnderArmour C
ConnectBiopharma InvscBS2024USDEM PowerUpAcqn WstAstShrtDur AberdGlbDynDiv Dana Lazard RetailValue BitMining FederalSignal MyersIndustries StifelFinlPfdD BostonBeer Guidewire PimcoCorp&Incm Unifirst
ConnectOnePfdA InvscBS2028HY PraxisPrecision WstAstTR AberdeenJapanEqu DanimerScientific Leggett&Platt RexfordIndPfdC BNYM AlcGlb2024 FedHermPrmMuni MyovantSciences StoneHarborEMTot Brady HPX Un PimcoCp&IncmStr UnivInsurance
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Mutual Funds
CapOpAdml nr 176.76 1.18 -8.7 52.2 MuLtdAdml n 10.97 0.01 -1.6 5.3 CapOp nr 76.59 0.51 -8.7 51.9 OHLTte n 12.67 0.03 -3.0 13.2 LTTresIdx Inst 35.40 -0.35 -7.1 18.5 Rs1000Vl IdxInst 279.07 2.39 -3.0 41.2 MidGrA 58.21 1.62 -14.2 69.5 PIIIOpp 14.55 NA NA NA
CoDilxAd n 152.69 -2.57 -13.4 82.5 MuShtAdml n 15.75 0.00 -0.7 3.4 DivdGro n 37.41 0.42 -4.8 58.3 Primcp nr 152.52 0.77 -6.8 51.5 MdCpGrAdml n 94.31 2.17 -13.9 60.0 Russ1000IdxInst 389.44 3.70 -8.1 64.1 MulSStA p 4.62 -0.01 -1.8 7.1 ShtDurIncInst 12.15 NA NA NA
CoStIxAd nr 96.62 -0.07 -1.9 50.4 NJLTAdml n 12.17 0.03 -3.5 13.8 DivrEq n 47.98 0.52 -8.8 64.7 PrmcpCor n 31.76 0.28 -5.6 50.0 MdCpVlAdml n 75.81 0.48 -2.6 44.0 Russ2000GrIxInst 351.80 7.30 -13.4 29.5 SmCapSusA 40.56 0.80 -13.9 50.3 ValueInv n 55.44 0.49 -10.2 60.7
DivAppIdxAdm n 43.15 0.21 -7.4 53.9 NYLTAdml n 11.64 0.01 -3.6 11.7 EmgMktSelStk n 23.93 -1.01 -2.0 22.1 SelValu nr 30.61 0.09 -0.1 49.9 MidCp 63.67 0.92 -8.4 52.4 Russ3000Idx 383.39 3.78 -8.2 61.7 StratGrA p 23.43 0.20 -14.5 66.8 Western Asset:
EMAdmr n 40.00 -1.17 -2.4 23.2 PacifAdml n 92.25 -0.65 -4.7 21.3 Energy nr 42.09 0.15 8.9 -4.0 STAR n 29.79 0.00 -6.7 39.8 RUSS2000IdxInst 312.54 4.89 -9.0 33.7 SmCapInst 100.37 1.31 -7.4 40.1 TactAllA p 11.56 -0.08 -11.6 42.1 CoreBondA 12.36 -0.07 -5.3 8.5
EnergyAd nr 47.63 0.79 22.9 21.9 PALTAdml n 11.68 0.02 -3.0 13.1 EqInc n 43.52 0.11 -1.1 45.1 STFed n 10.62 -0.01 -1.5 5.8 SmCap 100.34 1.31 -7.4 39.5 SmCapIstPl 289.72 3.79 -7.4 40.1 VirtusFunds Cl I: CoreBondI 12.36 -0.07 -5.3 9.7
EnergyAdml nr 78.97 0.28 8.9 -3.7 PrmcpAdml nr 158.02 0.79 -6.7 51.8 Explr n 114.66 2.04 -10.5 50.7 STIGrade n 10.50 -0.03 -2.3 6.9 SmValAdml n 74.62 0.62 -2.9 38.6 SmGthInst 68.57 1.41 -13.5 37.0 EmMktI 9.59 -0.18 -4.7 12.1 CoreBondIS 12.37 -0.08 -5.4 9.7
EqIncAdml n 91.21 0.24 -1.1 45.5 RealEstatAdml n 147.63 3.04 -10.1 37.0 EXPValFd n 44.80 0.61 -3.1 40.4 STIPSixInv 25.67 0.13 -0.2 14.4 TotBd 10.71 -0.04 -4.0 9.0 SmValInst 41.71 0.34 -2.9 38.7 ForOppI 25.77 0.04 -12.0 34.1 CorePlusBdA 11.23 -0.10 -5.4 10.1
EuropeAdml n 79.67 -1.24 -6.9 30.9 S&PSC600Idx 395.50 3.90 -6.4 39.1 FTAlWldInAdml n 36.44 -0.58 -4.4 27.2 StratgcEq n 36.81 0.51 -5.1 47.8 TotBd2 10.57 -0.05 -4.1 8.6 STBdIdxInstPl 10.39 -0.02 -1.8 6.0 IntSmCapI 18.66 -1.23 -18.1 24.5 CorePlusBdI 11.24 -0.10 -5.3 11.2
ExplrAdml n 106.62 1.89 -10.4 51.1 SmCapAdml n 100.38 1.32 -7.4 40.0 GlbCapCyl Inv nr 11.91 0.09 7.7 64.9 StrSmCpEqInv n 37.20 0.51 -4.7 43.6 TotIntlInstIdx r 130.37 -1.94 -4.7 27.4 STBDInst 10.39 -0.02 -1.8 6.0 MulSStI 4.63 -0.01 -1.6 7.9 CorePlusBdIS 11.24 -0.09 -5.3 11.4
ExtndAdml n 123.97 1.90 -10.6 44.6 SmGthAdml n 85.62 1.75 -13.5 36.9 GlbEq n 34.79 -0.06 -9.6 44.3 STTsry n 10.48 0.00 -1.3 5.0 TotItlInstPlId r 130.40 -1.94 -4.7 27.4 STCorpIxInst p 26.44 -0.07 -2.3 7.7 QualitySmCapI 25.45 0.00 -11.4 49.6 IntermedBdIS 10.53 -0.05 -3.6 8.3
FinIxdAd nr 48.07 -0.07 -0.6 53.4 STBondAdml n 10.39 -0.02 -1.8 5.9 GloMinVolFdAdm n 28.05 0.09 -5.1 15.7 TgtRe2015 n 14.00 -0.02 -4.2 22.0 TotSt 107.73 1.02 -8.3 61.1 STIGradeInst 10.50 -0.03 -2.3 7.3 SmCapSusI 42.04 0.83 -13.8 51.5 IntermTermMuniA 6.36 0.00 -2.8 8.7
GNMAAdml n 10.29 0.00 -2.2 5.6 STCorpIx n 21.60 -0.05 -2.3 7.7 GNMA n 10.29 0.00 -2.2 5.2 TgtRe2020 n 29.53 -0.04 -4.8 27.3 VANGUARD INSTL FDS: STIPSIxins 25.72 0.13 -0.2 14.7 SmCpCorI 44.07 0.67 -10.0 54.8 IntermTermMuniI 6.36 0.00 -2.8 9.3
GroIncAdml n 96.82 0.73 -7.2 64.3 STFedAdml n 10.62 -0.01 -1.5 6.1 GroInc n 59.32 0.45 -7.2 63.8 TgtRe2025 n 19.23 -0.03 -5.5 30.7 BalInst 45.78 0.20 -6.6 39.9 STTresIdx 25.14 -0.03 -1.3 4.3 Vivaldi Merger: ManagedMuniA 16.14 0.02 -3.2 10.4
GrwthAdml n 142.54 1.39 -13.7 86.4 STIGradeAdml n 10.50 -0.03 -2.3 7.2 HlthCare nr 212.08 5.10 -6.7 34.4 TgtRe2030 n 36.19 -0.06 -5.8 33.7 DevMktsIndInst 15.57 -0.15 -5.4 29.0 TotBdInst 10.71 -0.04 -4.0 9.4 Arbitrage Fund 10.58 0.05 0.4 13.7 ManagedMuniI 16.16 0.01 -3.2 11.0
HltClxAd nr 122.34 3.31 -8.1 46.8 STIPSIxAdm n 25.70 0.13 -0.2 14.6 HYCor nr 5.69 0.02 -3.8 14.3 TgtRe2035 n 22.41 -0.03 -6.0 36.7 DevMktsInxInst 24.33 -0.24 -5.4 29.1 TotBdInst2 10.57 -0.05 -4.1 8.9 Voya Fds: SMAShCrPlCp n 8.20 -0.17 -7.6 7.5
HlthCareAdml nr 89.43 2.15 -6.7 34.6 STsryAdml n 10.48 0.00 -1.2 5.4 InflaPro n 14.10 0.09 -2.7 21.2 TgtRe2040 n 39.40 -0.04 -6.3 39.6 EmMkInst r 30.42 -0.88 -2.4 23.3 TotBdInstPl 10.71 -0.04 -4.0 9.4 GrOppI 50.36 NA NA NA SmashSerC n 9.13 0.00 -4.3 10.7
HYCorAdml nr 5.69 0.02 -3.8 14.6 STTresIdx n 20.01 -0.02 -1.3 4.2 IntlExplr n 18.49 -0.26 -13.1 21.2 TgtRe2045 n 26.54 -0.02 -6.5 42.7 EuroInst 33.97 -0.53 -6.9 31.0 TotIntBdIdxInst 31.99 -0.13 -3.3 5.1 InmdBdI 9.75 NA NA NA SmashSerM n 9.98 -0.08 -6.0 8.0
InfProAd n 27.68 0.18 -2.7 21.6 TotBdAdml n 10.71 -0.04 -4.0 9.3 IntlGr n 37.26 -0.25 -15.0 56.9 TgtRe2050 n 43.83 -0.02 -6.5 43.1 ExDurTrsInst 38.09 -0.59 -9.6 25.1 TotStInst 107.79 1.02 -8.3 61.7 TRPGrEqI 97.98 NA NA NA TotalRetUnconI 9.88 -0.12 -3.3 6.5
ExtndInst 123.96 1.89 -10.6 44.6 Westwood Income Oppo:
InfTechIdx n 206.77 2.94 -11.8 115.0 TotIntBdIdxAdm n 21.32 -0.08 -3.3 5.0 IntlVal n 40.69 -0.88 -2.1 26.9 TgtRe2060 n 44.88 -0.03 -6.6 43.0 TtlWrldIxInst p 204.52 -0.08 -6.8 46.2
IntlGrAdml n
ITBondAdml n
118.50
11.41
-0.79
-0.04
-14.9
-3.8
57.5
11.8
TotIntlAdmIdx nr
TotStAdml n
32.60
107.77
-0.48
1.02
-4.7
-8.3
27.3
61.6
ITIGrade n
ITTsry n
9.44
11.00
-0.05
-0.02
-4.8
-2.6
12.2
8.8
TgtRet2055 n 48.79
TgtRetInc n 13.86
-0.03
-0.02
-6.6
-4.1
43.0
20.5
FTAlWldIst r
FTScinst
115.52
30.03
-1.83
0.26
-4.4
-10.2
27.3
68.2 TxMCaInst r
TxMSCInst r
113.14
87.65
1.09
0.87
-8.2
-6.3
65.0
39.8
WXYZ WwIncOpFdInstl 12.23
Westwood Quality Sma:
0.01 -4.2 26.9
GrwthInst 142.55 1.39 -13.7 86.4 WwQalSmallCapI 20.22 0.32 -6.3 32.1
ITCorpIx n 23.80 -0.11 -4.8 13.7 TxMBal nr 40.12 0.22 -5.4 34.2 LifeCon n 21.90 -0.06 -5.1 23.3 TotIntBdIxInv 10.66 -0.05 -3.3 4.9 InPrSeIn 11.27 0.07 -2.8 21.7 ValueInst 56.43 0.44 -1.6 44.6 Wasatch: Williamsburg Invst T:
ITIGradeAdml n 9.44 -0.05 -4.8 12.6 TxMCapAdml n 227.72 2.19 -8.1 64.9 LifeGro n 41.63 -0.04 -6.3 39.0 USGro n 53.57 0.86 -17.6 71.4 InstIdx 374.12 3.13 -7.8 65.0 Victory Funds: CoreGr n 80.60 1.38 -14.4 58.5 DavPrtSmCapFoFd n 17.59 0.25 -7.5 68.6
ITsryAdml n 11.00 -0.02 -2.6 9.2 TxMIn nr 15.54 -0.16 -5.5 28.9 LifeInc n 16.21 -0.06 -4.4 15.3 WellsI n 28.00 -0.06 -3.3 26.2 InstPlus 374.12 3.13 -7.8 65.1 EstValA 48.68 -0.01 NA NA IntlGr n 29.34 0.23 -15.8 31.9 Wilmington Funds:
ITTresIdx n 21.82 -0.05 -2.8 7.8 TxMSC nr 87.45 0.87 -6.3 39.6 LifeMod n 31.64 -0.06 -5.7 31.0 Welltn n 45.26 0.16 -6.7 40.1 InstTStIdx 80.87 0.76 -8.3 61.7 EstValI 48.73 -0.01 NA NA MicCap n 7.76 0.14 -17.4 70.8 BroadMktBdInst 9.61 -0.04 -3.9 9.2
LarCapAd n 101.96 0.91 -8.4 65.1 USGroAdml n 138.80 2.24 -17.6 71.9 LTIGrade n 9.84 -0.09 -9.4 19.2 Wndsr n 24.53 0.07 1.4 60.2 InstTStPlus 80.85 0.76 -8.3 61.7 EstValR p 47.85 -0.02 NA NA SmCapGr n 40.81 1.06 -18.3 55.7 Intl Inst 9.44 -0.17 -7.7 23.2
LTGradeAdml n 9.84 -0.09 -9.4 19.5 UtilIxAd nr 73.99 1.60 -5.7 27.9 LTTsry n 11.83 -0.13 -7.2 19.2 WndsrII n 44.07 0.33 -4.5 62.5 ITBdInst 11.41 -0.04 -3.8 11.9 SmCap Grwth p 61.25 0.90 -16.9 15.7 SmCapV n 9.56 -0.01 -9.2 36.6 LgCpStrInst 29.71 0.28 -8.0 63.7
LTsryAdml n 11.83 -0.13 -7.1 19.6 ValAdml n 56.43 0.44 -1.7 44.5 MATxEx n 10.93 0.02 -3.4 12.5 VANGUARD INDEX FDS: ITBdInstPI 11.41 -0.04 -3.8 12.0 SmCoOppI 50.57 0.41 NA NA UltraGr n 37.34 1.14 -15.5 74.3 Wm Blair Funds Cl I:
LTTresIdx n 27.89 -0.28 -7.1 18.4 WdsrllAdml n 78.19 0.58 -4.5 62.9 MgdPayFdInv n 17.92 -0.03 -2.6 28.3 500 405.48 3.39 -7.8 64.5 LaCapInst 419.64 3.73 -8.4 65.1 VirtusFunds: WCM: IntlGthI r 32.57 -0.32 -15.8 41.8
MatIdx nr 94.61 0.75 -5.7 56.3 WellsIAdml n 67.84 -0.13 -3.3 26.5 MidCpGro pn 23.43 0.60 -13.2 40.6 EmgMktInstPl 101.19 -2.95 -2.4 23.4 LTBdInst 14.24 -0.14 -8.7 20.5 CeredexLgCpVlEqI 12.09 0.04 -5.5 43.1 FcusEmgMk Inst 16.72 -0.69 -10.4 46.2 SmCapValI 32.46 0.49 -3.3 37.0
MidCpAdml n 288.85 4.14 -8.4 52.9 WelltnAdml n 78.16 0.28 -6.7 40.5 MuHY n 11.53 0.01 -3.5 13.9 ExtndIstPl 305.92 4.68 -10.6 44.6 LTBdInstPl 14.24 -0.14 -8.7 20.6 CeredexMdCpVlEqI 12.42 0.02 -7.4 36.1 FocInterGrFdInv 22.89 0.13 -16.6 58.0 SmMidI r 30.67 1.09 -11.7 42.0
MrgBkdIdx n 20.47 -0.03 -3.0 4.5 WndsrAdml n 82.70 0.22 1.4 60.7 MuInt n 14.24 0.01 -2.8 8.9 FTAIWdInPl 122.33 -1.94 -4.4 27.4 MidCpInst 63.81 0.92 -8.4 52.9 GvSecUltShtBdI 9.95 0.00 -0.5 2.6 IntlSmCpGrthFd I 22.98 0.11 -19.3 81.7 Wm Blair Funds Inst:
MuHYAdml n 11.53 0.01 -3.5 14.1 VANGUARD FDS: MuLong n 11.67 0.02 -3.4 12.4 Growth 142.56 1.39 -13.7 85.7 MidCpIstPl 314.70 4.51 -8.4 53.0 InnGrSt I 47.15 1.46 -21.5 69.9 WCM Focus Funds: IntlGth 16.03 -0.16 -15.8 43.0
MuIntAdml n 14.24 0.01 -2.8 9.1 CAIT n 11.81 0.02 -2.9 8.0 MuLtd n 10.97 0.01 -1.6 5.1 IdxIntl 19.49 -0.29 -4.7 27.0 RealEstaInstl 22.85 0.47 -10.1 37.1 LowDurCrPlBd I 10.68 -0.03 -1.5 6.8 WCMFocIntlGrwIns 23.11 0.14 -16.5 59.1 Wm Blair Funds R6:
MuLTAdml n 11.67 0.02 -3.4 12.7 CALT n 12.21 0.02 -3.4 11.6 MuSht n 15.75 0.00 -0.7 3.1 ITTresIdx Inst 27.08 -0.06 -2.7 7.9 Rs1000GrwIdxInst 527.55 5.50 -12.7 85.6 VirtusFunds Cl A: Weitz Funds: EmgMktGth 14.24 -0.56 -11.2 50.9
Weekly Closed-End Funds Data provided by
52 Week 52 Week
Stock Market Prem Market TRACKING CLOSED - END FUNDS Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return
Friday, February 25, 2022 Templeton Em Mkt (EMF) ............... N 16.54 15.09 – 8.8 – 17.8
General Equity Funds Market Assault: Russia’s attack on Ukraine shook markets and caused the Herzfeld United Corps Ltd (UNC)-cy ............... T 167.09 104.00 – 37.8 – 0.9
Adams Diversified Equity (ADX) ...... N 20.87 17.84 – 14.5 17.2 12 mos
Boulder Growth & Income (BIF) ...... N 16.53 13.96 – 15.5 23.6 Average to drop 2.0% for the week ended Thursday, while the Dow lost 3.2%. Stock Market Prem Yield
Central Secs (CET)-c ........................ A 47.06 41.43 – 12.0 26.3 Fund Name (Symbol) Exch NAV Price /Disc 1/31/22
CohenStrsCEOppFd (FOF) .............. N 12.95 13.02 + 0.5 7.0
Eagle Capital Growth (GRF)-c ........... A 10.44 9.08 – 13.0 29.4 U.S. Mortgage Bond Funds
EVTxAdvDivIncm (EVT) .................. N NA 26.57 NA 17.3 72900 Net Asset Value BlckRk Income (BKT) ...................... N 5.41 5.09 – 5.9 7.6
Equus II (EQS) ................................ N NA 2.60 NA 41.3 74500 First Trust Mtge Inc (FMY) .............. N 13.43 12.95 – 3.6 5.3
Foxby Corp. (FXBY) ........................ O 21.59 NA NA NA Invesco HI 2023 Tgt Term (IHIT) ..... N 9.09 8.78 – 3.4 6.1
GabelliDiv&IncTr (GDV) ................. N 27.61 24.02 – 13.0 11.1 Invesco HI 2024 Tgt Term (IHTA) .... N 9.44 9.07 – 3.9 5.5
Gabelli Equity Tr (GAB)-h ................. N 6.00 6.87 + 14.5 13.9 65750 71000 Nuveen Mortgage and Inc (JLS) ...... N NA 19.21 NA 4.8
GeneralAmer (GAM) ....................... N 48.77 40.81 – 16.3 16.7 Nuveen Multi-Market Inc (JMM)-c ... N 7.35 6.62 – 9.9 4.9
JHancockTaxAdvDiv (HTD) ............ N 24.88 24.20 – 2.7 21.8 67500 Vertical Capital Income (VCIF) ........ N NA 10.04 NA 8.3
Liberty All-Star Equity (USA)-h ......... N NA 7.27 NA 10.7 *Herzfeld Western Asset Mtg Oppty (DMO) .... N 14.78 14.02 – 5.1 9.0
Liberty All-Star Growth (ASG)-h ....... N NA 6.88 NA – 12.2 58600 64000 Investment Grade Bond Funds
Royce Micro-Cap Tr (RMT) ............. N 11.64 10.37 – 10.9 – 0.9 Closed-End Angel Oak Dynmc FS I Trm (DYFN) .. N NA 18.69 NA 7.5
Royce Value Trust (RVT) ................. N 18.33 17.32 – 5.5 6.2 Average 60500 Angel Oak FS Inc Trm (FINS) ........... N NA 16.31 NA 7.8
Source Capital (SOR) ...................... N 44.63 41.33 – 7.4 10.1 2Q 3Q 4Q BlRck Core Bond (BHK) .................. N 14.19 13.37 – 5.8 6.2
Special Opportunities (SPE) ............ N 15.85 14.37 – 9.3 10.8 51450 BR Credit Alloc Inc (BTZ) ................. N 13.82 12.77 – 7.6 7.3
Sprott Focus Trust (FUND) .............. O 9.07 8.57 – 5.6 23.2 % Disc/Prem From Net Asset Value BR Enhcd Govt (EGF) ...................... N 12.21 11.52 – 5.7 4.1
Tri-Continental (TY) ........................ N 35.08 30.61 – 12.7 13.9 Insight Select Income (INSI) ........... N NA 17.94 NA 4.1
Specialized Equity Funds 0 InvescoBond (VBF) ......................... N 18.81 17.59 – 6.5 3.4
Aberdeen Glb Prem Prop (AWP) ..... N 6.39 6.19 – 3.1 21.8 44300 J Han Income (JHS) ........................ N 14.49 13.53 – 6.6 5.6
Aberdeen Std Gl Infra I (ASGI) ......... N 22.23 19.82 – 10.8 10.9 -2 MFS Govt Mkts (MGF) .................... N 4.11 3.85 – 6.3 7.9
Adams Natural Resources (PEO) .... N 22.15 19.10 – 13.8 44.1 Dow Industrials MFS Intmdt (MIN) .......................... N 3.44 3.22 – 6.4 9.4
Allspring Ut & Hi Inc (ERH) ............. A NA 12.93 NA 9.3
37150 -4 Western Asset Inf-Lk Inc (WIA) ....... N 13.22 11.97 – 9.5 11.6
ASA Gold & Prec Met Ltd (ASA) ....... N 25.10 21.73 – 13.4 15.5 Western Asset Inf-Lk O&I (WIW) .... N 13.55 12.20 – 10.0 7.8
BR Enh C&I (CII) ............................. N 20.38 20.17 – 1.0 16.0 -6 WA Investment Grade Inc (PAI) ....... N 14.62 13.70 – 6.3 3.9
BlackRock Energy & Res (BGR) ...... N 12.07 10.92 – 9.5 36.5 WesternAssetPremBd (WEA) ......... N 13.39 12.51 – 6.6 6.0
BlackRock Eq Enh Div (BDJ) ........... N 10.02 9.78 – 2.4 22.2 Westn Asst IG Def Opp Tr (IGI) ........ N 19.96 19.12 – 4.2 3.9
BlackRock Enh Glbl Div (BOE) ......... N 12.55 11.53 – 8.1 13.4 30000 -8 Loan Participation Funds
BlackRock Enh Intl Div (BGY) .......... N 6.38 5.95 – 6.7 8.6 2Q 21 3Q 21 4Q 21 2Q 21 3Q 21 4Q 21 Apollo Senior Floating (AFT) ........... N NA 15.60 NA 6.0
BlackRock ESG Cap Alloc (ECAT) .... N 18.75 16.32 – 13.0 NS BR Debt Strategy (DSU) .................. N 11.30 10.49 – 7.2 6.5
BlackRock Hlth Sci Tr II (BMEZ) ...... N 21.88 20.08 – 8.2 – 20.9 The Herzfeld Closed-End Average measures 15 equally-weighted closed-end funds based in the U.S. that invest principally in BR F/R Inc Str (FRA) ....................... N 13.66 13.11 – 4.0 5.8
BlackRock Hlth Sciences (BME) ...... N 42.84 43.48 + 1.5 0.2 American equities. The net assest value is a weighted average of the funds' NAVs. Source: Thomas J. Herzfeld Advisors Inc., Miami. BlackRock Floatng Rt Inc (BGT) ...... N 13.27 12.71 – 4.2 5.8
BlackRock Innov and Grow (BIGZ) .. N 12.97 12.27 – 5.4 NS Blackstone Lng-Sh Cr Inc (BGX) ..... N NA 13.72 NA 6.7
BlackRock Res & Comm (BCX) ....... N 10.83 10.26 – 5.3 22.0 305-271-1900/www.herzfeld.com Blackstone Sr Fl Rt Tm (BSL) .......... N NA 15.33 NA 5.5
BlackRock Sci&Tech Tr II (BSTZ) .... N 30.45 27.94 – 8.2 – 16.2 Blackstone Strat Cr (BGB) ............... N NA 13.17 NA 6.3
BlackRock Sci&Tech Trust (BST) .... N 43.36 42.99 – 0.9 – 15.3 52 Week 52 Week BNY Mellon Alct GCI 2024 (DCF) ..... N 8.97 8.75 – 2.5 6.6
BlackRock Utl Inf & Pwr (BUI) ......... N 23.27 23.68 + 1.8 – 0.8 Stock Market Prem Market Stock Market Prem Market Eagle Point Credit (ECC) .................. N NA 14.06 NA 12.2
CLEARBRIDGE ENGY MDS OPP (EMO) N 31.43 24.49 – 22.1 54.8 Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return Eagle Point Income (EIC) ................ N NA 16.86 NA 8.0
CLEARBRIDGE MLP&MDSTM TR (CTR) N 33.08 25.74 – 22.2 50.5 Eaton Vance F-R 2022 TT (EFL) ....... N NA 9.24 NA 4.3
ClearBridge MLP & Midstm (CEM) .. N 36.93 29.96 – 18.9 50.7 NuvCorEqAlpha (JCE) ..................... N 16.15 15.32 – 5.1 19.7 VAGI Conv & Inc (NCV) ................... N 5.39 4.95 – 8.2 – 4.9 EtnVncFltRteInc (EFT) .................... N NA 13.81 NA 6.0
Cntr Cst Brkfld MLP&EI (CEN) ......... N 19.03 16.21 – 14.8 64.7 Nuveen Nasdaq 100 Dyn Ov (QQQX) N 26.69 25.95 – 2.8 4.3 VAGI Con & Inc 2024 (CBH) ............ N 9.69 9.36 – 3.4 2.1 EV SenFlRtTr (EFR) ......................... N NA 13.79 NA 6.3
ChnStrInfr (UTF) ............................. N 26.44 26.34 – 0.4 10.7 Nuv Real Est (JRS) .......................... A 12.01 11.37 – 5.3 33.8 VAGI Dvs Inc & Conv (ACV) ............. N NA 26.09 NA – 1.3 EVSnrIncm (EVF) ........................... N NA 6.66 NA 5.8
Cohen&SteersQualInc (RQI) ........... N 15.98 15.92 – 0.4 30.0 Nuveen Rl Asst Inc & Gro (JRI) ........ N 16.50 14.69 – 11.0 10.4 VAGI Eqty & Conv Inc (NIE) ............. N NA 26.37 NA 4.2 FT/Sr Fltg Rte Inc 2 (FCT) ................ N 12.10 12.18 + 0.7 8.9
Cohen&Steers TotRet (RFI) ............ N 14.63 15.21 + 4.0 17.0 NuvS&P500DynOvFd (SPXX) ......... N 17.73 17.08 – 3.7 15.9 World Equity Funds Highland Income (HFRO) ................ N 14.82 11.55 – 22.1 8.2
CohenStrsREITPrefInc (RNP) ......... N 26.13 24.75 – 5.3 12.6 NuvSP500BuyIncFd (BXMX) .......... N 14.46 13.75 – 4.9 13.8 AbrdnAusEq (IAF) ........................... A 5.74 5.77 + 0.5 15.3 InvDYCrOpp:AX (VTA) .................... N 12.33 NA NA NA
Columbia Sel Prm Tech Gr (STK) ..... N 31.30 31.72 + 1.3 17.2 PIMGlbStkPI (PGP) ........................ N NA 9.51 NA – 0.9 Aberdeen Emg Mkts Eq Inc (AEF) .... A 8.05 7.49 – 7.0 – 7.8 InvSnrIncTr (VVR) .......................... N 4.59 4.36 – 5.0 7.0
CushingMLPTotRet (SRV)-d ............ N 39.11 31.72 – 18.9 39.9 ReavesUtilityIncome (UTG) ............ A NA 31.99 NA 9.4 Aberdeen Glbl Dyn Div (AGD) .......... N 12.43 11.26 – 9.4 11.4 Nuveen Credit Strat Inc (JQC) ......... N NA 6.06 NA 9.4
Cushing NextGen Inf Inc (SZC) ........ N 49.78 41.70 – 16.2 10.0 Salient Midstream & MLP (SMM) ... N NA 7.20 NA 54.9 Aberdeen Japan Equity (JEQ) .......... N 8.29 7.30 – 11.9 – 9.6 NuvFloatRateIncFd (JFR) ................ N NA 9.72 NA 6.6
DNP Select Income (DNP)-a ............. N 9.56 11.12 + 16.3 16.5 Tortoise Energy Ind (NDP) .............. N 30.55 26.78 – 12.3 73.3 Aberdeen Tot Dyn Div (AOD) ........... N 10.57 9.59 – 9.3 12.6 NuvFloatRteIncOppty (JRO) ........... N NA 9.69 NA 6.6
Duff&Ph Uti&Infra Inc Fd (DPG) ...... N NA 14.53 NA 23.2 Tortoise Enrgy Infra Crp (TYG) ........ N 36.73 29.43 – 19.9 33.2 Allspring Gl Div Oppty (EOD) ........... N NA 5.28 NA 9.6 Nuveen Senior Income (NSL) .......... N NA 5.65 NA 6.8
EtnVncEqtyInc (EOI) ....................... N NA 18.59 NA 20.9 Tortoise Midstream Enrgy (NTG) .... N 41.40 33.54 – 19.0 47.2 BlackRock Capital Alloc (BCAT) ...... N 19.22 17.27 – 10.1 – 15.2 Nuveen Sht Dur Crdt Opp (JSD) ...... N NA 14.23 NA 6.8
EtnVncEqtyIncoII (EOS) ................. N NA 20.59 NA – 0.4 Tortoise Pipelne & Enrgy (TTP) ....... N 31.19 25.71 – 17.6 37.9 Calamos GloDynInc (CHW) ............. N 8.78 8.75 – 0.3 – 3.9 PionrFltRate Tr (PHD) ..................... N 11.34 10.79 – 4.9 6.2
EVRskMnDvsEqInc (ETJ) ............... N NA 9.92 NA 2.8 Tortoise Pwr & Engy Infr (TPZ) ....... N 15.70 13.65 – 13.1 23.6 Cdn Genl Inv (CGI)-y ........................ T 56.24 39.98 – 28.9 9.6 High Yield Bond Funds
ETnVncTxMgdBuyWrtInc (ETB) ..... N NA 16.05 NA 17.6 VAGIAI & Tech Opptys (AIO) ........... N 23.71 21.55 – 9.1 – 5.1 Central and Eastern Euro (CEE) ....... N 18.93 18.75 – 1.0 – 19.2 Aberdeen Inc Credit Str (ACP) ......... N NA 9.99 NA 11.8
EtnVncTxMgdBuyWrtOpp (ETV) ..... N NA 15.36 NA 11.4 VDivInt&PremStr (NFJ) .................. N 15.79 14.11 – 10.6 11.1 China (CHN) ................................... N 18.59 16.28 – 12.4 – 29.3 AllianceBernGlHiIncm (AWF) .......... N 12.16 10.93 – 10.1 6.9
EvTxMnDvsEqInc (ETY) ................. N NA 13.64 NA 19.4 Income & Preferred Stock Funds Delaware Enh Gl Div & In (DEX) ....... N 10.40 9.29 – 10.7 4.4 Allspring Income Oppty (EAD) ........ A NA 7.87 NA 8.5
EtnVncTxMgdGlbB (ETW) .............. N NA 10.26 NA 14.5 CalamosStratTot (CSQ) .................. N 17.08 16.80 – 1.6 9.7 EV TxAdvGlbDivInc (ETG) ............... N NA 19.58 NA 15.2 Barings Glb SD HY Bd (BGH) ........... N 17.36 15.71 – 9.5 7.8
EVTxMnGblDvEqInc (EXG) ............. N NA 9.36 NA 14.3 CohenStrsLtdDurPref&Inc (LDP) ... N 23.97 22.52 – 6.0 – 1.5 EtnVncTxAdvOpp (ETO) ................. N NA 28.58 NA 21.4 BR Corporate HY (HYT) .................. N 11.17 10.66 – 4.6 8.3
Ecofin S&S Impact Term (TEAF) ..... N 16.98 14.64 – 13.8 12.3 CohenStrsSelPref&Income (PSF) ... N 24.28 22.72 – 6.4 – 8.0 Economic Inv Tr (N/A)-cy ................. T 182.69 132.00 – 27.7 23.0 BlackRock Ltd Dur Inc (BLW) .......... N 15.55 14.31 – 8.0 7.6
First Trust Energy Inc G (FEN) ......... A 14.91 15.60 + 4.6 37.6 CohenStrsTaxAvPreSecs&I (PTA) .. N 23.85 21.78 – 8.7 – 6.5 European Equity Fund Inc (EEA) ...... N 10.89 9.11 – 16.3 0.2 BNY Mellon Hi Yield Str (DHF) ......... N 3.09 2.78 – 10.0 8.6
First Tr Enhanced Eq (FFA) .............. N 19.86 19.85 – 0.1 18.7 Del Div & Inc (DDF) ......................... N 10.55 10.82 + 2.6 25.0 FirstTrAbEmergOp (FEO) ................ N 12.91 12.18 – 5.7 – 9.2 Brookfield Real Asst Inc (RA) .......... N 19.00 20.70 + 8.9 8.3
First Tr Specialty Fn (FGB)-a ............. N 4.37 3.98 – 8.9 16.9 Destra Multi-Altrntv (DMA) ............. N 11.91 7.90 – 33.7 NA FirstTr Dyn Euro Eq Inc (FDEU) ....... N 14.82 12.97 – 12.5 12.1 CrSuisHighYld (DHY) ..................... A 2.42 2.20 – 9.1 7.9
FirstTrEnergyInfra (FIF) .................. N 15.95 13.73 – 13.9 29.4 Dividend and Income (DNI) ............. N 19.23 13.99 – 27.2 29.5 Gabelli Gl Sm&Mid Cp Val (GGZ) ..... N 16.16 13.95 – 13.7 6.8 CSAM Income Fd (CIK) ................... A 3.28 3.08 – 6.1 8.2
FirstTrMLPEner&Inc (FEI) .............. N 8.65 7.72 – 10.8 29.5 FirstTrIntDurPref&Inc (FPF) ........... N 22.92 21.50 – 6.2 – 0.7 Gabelli Multimedia (GGT)-h ............. N 7.39 8.55 + 15.7 0.8 DELAWARE IVY HIGH INCOPP (IVH) N NA 13.01 NA 6.3
Gab Gl Util & Inc (GLU)-h ................. A 19.27 19.38 + 0.6 10.4 JHanPrefInc (HPI) .......................... N 19.06 18.65 – 2.2 5.7 GDL Fund (GDL) ............................. N 10.44 8.42 – 19.3 0.5 DoubleLine Inc Sol (DSL) ................ N NA 14.53 NA 11.0
Gabelli Healthcare (GRX)-h .............. N 14.48 12.47 – 13.9 10.8 JHPrefIncII (HPF) ........................... N 18.83 18.64 – 1.0 8.1 Herzfeld Caribb (CUBA) .................. O NA 5.05 NA 3.1 DoubleLine Yld Opps (DLY) ............ N NA 17.10 NA 7.7
Gab Utility (GUT)-h .......................... N 4.02 8.11 + 101.7 15.4 HnckJPfdInco III (HPS) .................. N 16.85 17.43 + 3.4 12.4 Highland Global Alloc (HGLB) ......... N 12.35 9.77 – 20.9 48.6 First Tr Hi Inc Lng/Shrt (FSD) .......... N 15.15 13.74 – 9.3 9.0
GAMCOGlGold&NatRes (GGN) ....... A 4.09 3.85 – 5.9 25.4 J Han Prm (PDT) ............................. N 14.45 15.71 + 8.7 19.9 India Fund (IFN) .............................. N 21.76 19.79 – 9.1 11.0 First Trust HY Opp:2027 (FTHY) ...... N 19.52 17.87 – 8.5 8.2
GAMCO NR GLD & INC TR (GNT) .... N 6.23 5.35 – 14.1 16.5 LMP CapInco (SCD) ........................ N 15.96 14.13 – 11.5 25.0 J Han Hdgd Ety & Inc (HEQ) ............ N 13.17 12.90 – 2.1 20.5 Franklin Univ (FT) ........................... N 8.52 7.93 – 6.9 5.7
J Han Finl Opptys (BTO) .................. N 41.02 44.53 + 8.6 33.4 Nuveen Multi-Asset Inc (NMAI) ...... N NA 16.45 NA NS JHancockTaxAdv Gl Sh Yld (HTY) ... N 6.40 6.68 + 4.4 25.8 InvHighIncTrII (VLT) ...................... N 13.86 12.69 – 8.4 8.3
Macquarie/FirstTr Gl (MFD)-a .......... N 10.50 9.42 – 10.3 15.4 Nuveen Pref & I 2022 Trm (JPT)-a .... N 22.94 22.43 – 2.2 – 0.5 Japan Smaller Cap (JOF) ................. N 8.80 7.64 – 13.2 – 8.4 KKR Income Opportunities (KIO) .... N NA 14.90 NA 7.9
Madison CovCall & Eq Str (MCN) .... N 7.43 7.75 + 4.3 18.9 Nuveen Pref & Inc Opp (JPC) .......... N 9.19 8.60 – 6.4 1.3 Korea (KF) ...................................... N NA 31.45 NA – 5.7 MFS IntmdHgInc (CIF) .................... N 2.20 2.27 + 3.2 9.8
Neuberger Brmn MLP & EI (NML) ... N 7.28 5.65 – 22.4 50.1 Nuveen Fd (JPS) ............................. N 9.03 8.54 – 5.4 – 2.1 LazardGlbTotRetInc (LGI) ............... N 19.14 18.47 – 3.5 10.1 NeubHgYldStrt (NHS) ..................... N 11.41 10.99 – 3.7 9.6
Neuberger Nxt Gen Conn (NBXG) .... N 16.44 14.17 – 13.8 NS Nuveen Pref & Inc Term (JPI) .......... N 23.35 22.33 – 4.4 0.0 MexicoEqandIncmFd (MXE) ........... N 11.20 8.95 – 20.1 – 4.4 New Amer Hi Inc (HYB) ................... N 9.25 8.28 – 10.5 7.7
NubrgrRlEstSec (NRO) ................... A 4.88 4.63 – 5.1 16.7 Nuveen Var Rate P&I (NPFD) .......... N 23.28 21.85 – 6.1 NS Mexico (MXF) ................................. N NA 15.18 NA 20.0 Nuveen CI 2023 Target (JHAA) ........ N 9.72 9.68 – 0.4 4.1
Nuv Dow 30 Dyn Overwrite (DIAX) .. N 17.45 16.37 – 6.2 14.7 TCW Strat Income (TSI) .................. N NA 5.21 NA – 1.8 Miller/Howard High Inc E (HIE) ....... N 11.87 10.81 – 8.9 30.5 Nuveen Crdt Opps 2022 TT (JCO) .... N 8.08 8.03 – 0.6 5.6
Convertible Sec's. Funds MS ChinaShrFd (CAF)-J ................... N 20.95 18.20 – 13.1 – 12.6 Nuveen Global High Inc (JGH) ......... N 15.59 14.31 – 8.2 8.7
a-NAV and market price are ex dividend. b-NAV is fully diluted. c- AdvntCnvrtbl&IncFd (AVK) ............. N 16.49 15.37 – 6.8 3.9 MS India (IIF) .................................. N 30.17 25.03 – 17.0 17.4 PGIM Global High Yield (GHY) ........ N NA 13.86 NA 8.7
NAV is as of Thursday’s close. d-NAV is as of Wednesday’s close. Bancroft Fund Ltd (BCV) ................. A 25.42 22.48 – 11.6 – 17.4 MS CBRE Gl In Mg (MEGI) .............. N 20.12 18.04 – 10.3 NS PGIM High Yield Bond (ISD) ........... N NA 14.47 NA 8.1
CalamosConvHi (CHY) ................... N 14.07 13.82 – 1.8 – 1.8 New Germany (GF) ......................... N 13.73 12.20 – 11.1 – 10.7 PGIM Sh Dur Hi Yld Opp (SDHY) ..... N NA 17.14 NA 7.2
e-NAV assumes rights offering is fully subscribed. f-Rights offering PioneerHilncm (PHT) ..................... N 9.04 8.28 – 8.4 9.6
CalmosConvOp (CHI) ..................... N 13.34 12.97 – 2.8 – 2.5 New Ireland (IRL) ........................... N 11.29 10.33 – 8.5 18.3
in process. g-Rights offering announced. h-Lipper data has been ad- Ellsworth G&I Fund Ltd (ECF) .......... A 11.92 10.37 – 13.0 – 19.7 RENN Fund (RCG) .......................... A NA 2.31 NA – 8.6 WstAstHIF II (HIX) .......................... N 6.43 6.37 – 0.9 8.7
justed for rights offering. j-Rights offering has expired, but Lipper Gabelli Conv Sec (GCV) ................... N 5.65 6.07 + 7.4 6.1 Royce Global Value Trust (RGT) ...... N 12.36 11.27 – 8.8 – 1.5 Western Asset Hi Inc Opp (HIO) ...... N 5.07 4.58 – 9.7 7.6
data not yet adjusted. l-NAV as of previous day. o-Tender offer in HiIncBd (PCF) ................................. N NA 8.13 NA 8.0 Swiss Helvetia (SWZ) ..................... N 10.39 8.99 – 13.5 8.0 Western Asset Hi Yld D O (HYI) ....... N 14.78 14.12 – 4.5 7.8
process. Source: Lipper VAGI Conv & Inc II (NCZ) ................ N 4.82 4.36 – 9.5 – 5.0 Templeton Dragon (TDF) ................ N 17.14 15.31 – 10.7 – 23.0 Other Domestic Taxable Bond Funds
THREE YEAR TED SPREAD Market Sentiment LAST +0.02

Citigroup Panic/Euphoria Model
TED Spread = 3-mth LIBOR – 3-mth T-bill rate
1.5
1.4 1.4
1.3
1.2
Euphoria 0.7
1.1
1.0
0.9 0
0.8 Panic
0.7 -0.7
Friday's Close 0.14
0.6
0.5 -1.4
0.4
0.3 -2.1
0.2 J F M A M J J A S O N D J F
0.1 The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and
Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 sell signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be
19 20 21 22 higher one year later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later.
Source: Citigroup Investment Research - US Equity Strategy
Weekly Closed-End Funds Data provided by
12 mos 12 mos 12 mos 52 Week

Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc 1/31/22 Fund Name (Symbol) Exch NAV Price /Disc 1/31/22 Fund Name (Symbol) Exch NAV Price /Disc 1/31/22 Fund Name (Symbol) Exch NAV Price /Disc Return
Allspring Multi-Sector (ERC) .......... A NA 11.14 NA 9.4 Nuveen Dyn Muni Opp (NDMO) ....... N NA 14.06 NA 6.0 Bluerock Total Inc+ RE:M (N/A) ....... z NA NA NA NS Equalize Community Dev (N/A) ....... z 9.83 NA NA 2.5
Apollo Tactical Income (AIF) ........... N NA 14.63 NA 6.5 Nuveen Enh Muni Val (NEV) ............ N NA 13.66 NA 4.9 Broadstone Rl Est Acc:I (N/A) .......... z 1.31 NA NA 3.9 FedProj&TrFinanceTendr (N/A) ...... z 9.87 NA NA 2.1
Ares Dynamic Crdt Alloc (ARDC) ..... N NA 14.71 NA 7.5 Nuveen Int Dur Mun Term (NID) ...... N NA 14.10 NA 3.8 Broadstone Rl Est Acc:W (N/A) ....... z 1.29 NA NA 3.0 Flat Rock Core Income (N/A) ........... z NA NA NA 6.7
Barings Corporate Inv (MCI) ........... N NA 15.63 NA 6.0 Nuveen Int Dur Qlty Mun (NIQ) ........ N NA 13.86 NA 3.4 CBRE GlbRlEst (IGR) ...................... z 9.13 8.22 – 10.0 19.2 InvDYCrOpp:A (N/A) ....................... z 12.33 NA NA NS
Barings Part Inv (MPV) ................... N NA 14.00 NA 5.4 Nuveen Mu Crdt Opps (NMCO) ....... N NA 14.18 NA 5.0 CIM RA&C A (N/A) .......................... z 26.63 NA NA 10.2 InvDYCrOpp:R6 (N/A) .................... z 12.33 NA NA NS
BlackRock Mlt-Sctr Inc (BIT) .......... N 16.71 16.10 – 3.7 8.8 Nuv Muni Credit Income (NZF) ........ A NA 15.16 NA 4.9 CIM RA&C C (N/A) .......................... z 26.26 NA NA 9.4 InvDYCrOpp:Y (N/A) ....................... z 12.33 NA NA NS
BlackRock Tax Muni Bd (BBN) ........ N 23.52 22.91 – 2.6 5.9 NuvMuniHiIncOpp (NMZ) ............... A NA 13.53 NA 5.4 CIM RA&C I (N/A) ........................... z 26.75 NA NA 10.5 Invesco Sr Loan A (N/A) .................. z 6.47 NA NA 4.8
DoubleLine:Oppor Crdt Fd (DBL) .... N NA 17.26 NA 7.6 Nuveen Muni Inc (NMI) ................... N NA 10.35 NA 3.3 CIM RA&C L (N/A) .......................... z 26.50 NA NA 9.9 Invesco Sr Loan C (N/A) .................. z 6.48 NA NA 4.0
EVLmtDurIncm (EVV) ..................... A NA 11.63 NA 9.7 Nuveen Muni Val (NUV) .................. N 10.23 9.83 – 3.9 3.5 Clarion Partners REI D (N/A) ........... z 12.19 NA NA 25.4 Invesco Sr Loan IB (N/A) ................. z 6.47 NA NA 5.0
Franklin Ltd Dur Income (FTF)-a ....... A 8.27 7.79 – 5.8 11.4 Nuveen Quality Muni Inc (NAD) ....... N NA 14.23 NA 4.8 Clarion Partners REI I (N/A) ............. z 12.20 NA NA 25.6 Invesco Sr Loan IC (N/A) ................. z 6.47 NA NA 4.9
J Han Investors (JHI) ...................... N 17.17 16.41 – 4.4 8.4 Nuveen Sel Mat (NIM) ..................... N NA 9.85 NA 2.8 Clarion Partners REI S (N/A) ........... z 12.20 NA NA 24.6 Invesco Sr Loan Y (N/A) .................. z 6.47 NA NA 5.0
MFS Charter (MCR) ........................ N 7.85 7.34 – 6.5 8.6 Nuveen Sel TF (NXP) ....................... N NA 14.84 NA 3.6 Clarion Partners REI T (N/A) ............ z 12.18 NA NA 24.6 OFS Credit Company (OCCI) ........... z NA 12.47 NA 15.7
NuvCorePlusImpact (NPCT) ........... N NA 15.36 NA NS PIMCO MuniInc (PMF) .................... N 12.40 12.76 + 2.9 4.7 Griffin Inst Access RE:A (N/A) ......... z NA NA NA NA Yieldstreet Prism (N/A) ................... z NA NA NA 7.8
Nuveen Taxable Muni Inc (NBB) ...... N 21.27 21.00 – 1.3 5.8 PIMCOMuniIncII (PML) .................. N 11.50 13.00 + 13.0 5.2 Griffin Inst Access RE:C (N/A) ......... z NA NA NA NA High Yield Bond Funds
PCM Fund (PCM) ............................ N NA 10.75 NA 8.9 Pimco Muni III (PMX) ..................... N 10.60 10.68 + 0.8 4.9 Griffin Inst Access RE:I (N/A) .......... z NA NA NA NA Griffin Inst Access Cd:A (N/A) ......... z NA NA NA 6.2
PIMCO Corp & Inc Oppty (PTY) ....... N NA 14.93 NA 9.5 PioneerHilncAdv (MAV) .................. N 11.49 10.59 – 7.8 5.0 GS Real Est Div Inc:A (N/A) ............. z NA NA NA NA Griffin Inst Access Cd:C (N/A) ......... z NA NA NA 6.2
PIMCO Corp & Inc Strat (PCN) ........ N NA 15.62 NA 8.5 PionrMuniHiIncOppty (MIO) ........... N 17.92 15.95 – 11.0 NS GS Real Est Div Inc:C (N/A) ............. z NA NA NA NA Griffin Inst Access Cd:F (N/A) .......... z NA NA NA 6.2
PIMCOHilnco (PHK) ....................... N NA 5.79 NA 9.5 PioneerMunHiIcm (MHI) ................ N 12.44 11.02 – 11.4 4.6 GS Real Est Div Inc:I (N/A) .............. z NA NA NA NA Griffin Inst Access Cd:I (N/A) .......... z NA NA NA 6.2
PIMCO IncmStrFd (PFL) ................. N 9.86 10.21 + 3.5 10.0 Putnam Mgd Inc (PMM)-a ............... N 7.81 7.33 – 6.1 4.2 GS Real Est Div Inc:L (N/A) .............. z NA NA NA NA Griffin Inst Access Cd:L (N/A) .......... z NA NA NA 6.2
PIMCO IncmStrFd II (PFN) .............. N 8.69 8.88 + 2.2 10.1 Putnam Muni Opp (PMO)-a .............. N 13.03 12.43 – 4.6 3.8 GS Real Est Div Inc:P (N/A) ............. z NA NA NA NS Griffin Inst Access Cd:M (N/A) ........ z NA NA NA NS
Putnam Mas Int (PIM)-a ................... N 3.80 3.57 – 6.1 4.6 RiverNorth Flex Muni Inc (RFM) ...... N NA 19.89 NA 5.8 GS Real Est Div Inc:W (N/A) ............ z NA NA NA NA PIMCO Flexible Cr I;A-1 (N/A) .......... z NA NA NA 8.8
Putnam Prem Inc (PPT)-a ................ N 4.26 4.00 – 6.1 5.6 RiverNorth Flx Mu Inc II (RFMZ) ...... N NA 17.21 NA NS NexPointRlEstStrat;A (N/A) ............ z 21.81 NA NA 42.1 PIMCO Flexible Cr I;A-2 (N/A) .......... z NA NA NA 8.2
Western Asset Dvsfd Inc (WDI) ....... N 18.80 16.86 – 10.3 NS RiverNorth Mgd Dur Mu II (RMMZ) . N NA 20.10 NA NS NexPointRlEstStrat;C (N/A) ............ z 22.07 NA NA 41.2 PIMCO Flexible Cr I;A-3 (N/A) .......... z NA NA NA 7.9
World Income Funds RiverNorth Mgd Dur Mun I (RMM) .. N NA 17.88 NA 6.0 NexPointRlEstStrat;Z (N/A) ............ z 22.05 NA NA 42.4 PIMCO Flexible Cr I;A-4 (N/A) .......... z NA NA NA 7.9
Abrdn AP IncFd (FAX) ..................... N 4.02 3.54 – 11.9 8.9 RiverNorth Opps Muni Inc (RMI) ..... N NA 19.65 NA 5.1 PREDEX;I (N/A) .............................. z 29.96 NA NA 23.1 PIMCO Flexible Cr I;Inst (N/A) ......... z NA NA NA 8.7
Aberdeen Global Income (FCO) ....... N 5.55 6.62 + 19.3 11.5 Western Asset Mgd Muni (MMU) .... N 13.29 12.03 – 9.5 3.9 PREDEX;T (N/A) ............................. z 30.13 NA NA 22.9 WA Middle Mkt Inc (N/A) ................. z 627.27 NA NA 5.4
BrndywnGLB Glb Inc Oppts (BWG) . N 11.91 10.47 – 12.1 8.6 Western Asset Mun Hi Inc (MHF) .... N 7.77 7.20 – 7.3 3.4 PREDEX;W (N/A) ............................ z 30.13 NA NA 22.9 Other Domestic Taxable Bond Funds
EtnVncStDivInc (EVG) .................... N NA 11.68 NA 9.3 WstAstMuniPrtnrs (MNP) .............. N 15.93 14.21 – 10.8 3.8 Principal Dvs Sel RA A (N/A) ........... z NA NA NA NA AFA MMC;Inst (N/A) ....................... z 9.98 NA NA NS
First Tr/Ab Glbl Inc (FAM) ................ N 8.81 8.37 – 5.0 10.0 Single State Muni Bond Principal Dvs Sel RA Ins (N/A) ......... z NA NA NA NA AFA MMC;Inv (N/A) ........................ z 9.97 NA NA NS
MS EmMktDomDebt (EDD) ............ N 6.20 5.35 – 13.7 6.9 BlackRock CA Mun (BFZ) ................ N 14.96 12.97 – 13.3 3.7 Principal Dvs Sel RA Y (N/A) ........... z NA NA NA NA Alternative Credit Inc:A (N/A) .......... z 10.99 NA NA 6.3
Ms EmMktDebtFd (MSD) ................ N 9.16 8.04 – 12.2 5.2 BR MH CA Qly Fd Inc (MUC) ............ N 14.91 13.65 – 8.5 4.6 StoneCastle Financial Co (BANX) .... z NA 20.57 NA NA Alternative Credit Inc:C (N/A) .......... z 11.10 NA NA 5.5
Nuveen EM Dbt 2022 Tg Tr (JEMD) . N 7.47 7.22 – 3.3 4.9 BR MH NJ Qly (MUJ) ....................... N 14.98 13.94 – 6.9 5.2 The Private Shares;A (N/A) ............. z 43.09 NA NA 19.7 Alternative Credit Inc:I (N/A) ........... z 11.01 NA NA 6.6
PIMCO Access Income (PAXS) ....... N 19.74 20.00 + 1.3 NS BR MH NY Qly (MHN) ..................... N 14.14 12.89 – 8.8 4.8 The Private Shares;I (N/A) ............... z 43.58 NA NA 20.0 Alternative Credit Inc:L (N/A) .......... z 10.98 NA NA 6.1
PIMCO Dynamic Income (PDI) ........ N NA 24.30 NA 10.5 BR MuniYld CA (MYC) .................... N 15.21 13.61 – 10.5 3.7 The Private Shares;L (N/A) .............. z 42.63 NA NA 19.4 Alternative Credit Inc:W (N/A) ......... z 10.98 NA NA 6.3
PIMCO Dynamic Inc Opp (PDO) ...... N 18.45 17.31 – 6.2 9.0 BR MuniYld CA Qly (MCA) ............... N 15.18 13.72 – 9.6 4.6 Thirdline Real Estate I (N/A) ............ z 10.09 NA NA NS Angel Oak Str Crdt:Inst (N/A) .......... z NA NA NA 13.9
PIMCO Stratg Inc (RCS) .................. N NA 5.87 NA 9.8 BR MuniYld MI Qly (MIY) ................ N 14.87 13.35 – 10.2 4.6 USQ Core Real Estate:I (N/A) ........... z 29.04 NA NA 21.6 BR Credit Strat;A (N/A) ................... z 9.56 NA NA 5.6
StoneHarbor EM Tot Inc (EDI) ......... N NA 7.21 NA 10.9 BR MuniYld NJ (MYJ) ..................... N 15.13 13.98 – 7.6 5.2 USQ Core Real Estate:IS (N/A) ........ z 29.08 NA NA 21.7 BR Credit Strat;Inst (N/A) ................ z 9.56 NA NA 6.4
StoneHarbor Emg Mkts Inc (EDF) ... N NA 6.15 NA 13.0 BR MuniYld NY Qly (MYN) .............. N 13.58 12.35 – 9.1 4.6 Versus Cap MMgr RE Inc:I (N/A) ..... z 30.32 NA NA NE BR Credit Strat;U (N/A) ................... z 9.57 NA NA NS
Templeton Em Inc (TEI) .................. N 7.57 6.93 – 8.5 10.7 BR MuniYld PA Qly (MPA) ............... N 15.42 13.76 – 10.8 4.4 Versus Capital Real Asst (N/A) ........ z 26.99 NA NA 9.7 BR Credit Strat;W (N/A) .................. z 9.57 NA NA NS
Templtn Glbl Inc (GIM) ................... N 5.41 5.02 – 7.2 7.6 BlackRock NY Mun (BNY) ............... N 14.09 12.92 – 8.3 5.5 Wildermuth:A (N/A) ........................ z 13.56 NA NA 6.2 BlackRock Mlt-Sctr Oppty (N/A) ...... z 79.83 NA NA 7.8
Virtus Gl MSec Inc (VGI) ................. N 10.99 10.02 – 8.8 9.8 BlackRock VA Mun (BHV) ............... N 14.73 18.31 + 24.3 2.8 Wildermuth:C (N/A) ........................ z 12.90 NA NA 5.4 BlackRock Mlt-Sec Opp II (N/A) ...... z 83.01 NA NA 7.3
WstAstEmergDebt (EMD) ............... N 12.34 10.98 – 11.0 9.1 EVCAMuniBd (EVM) ....................... A 11.79 10.39 – 11.9 4.6 Wildermuth:I (N/A) ......................... z 13.69 NA NA 6.5 Carlyle Tact Pvt Cred:A (N/A) ........... z NA NA NA 6.6
Western Asset Gl Cr D Op (GDO) ..... N 16.46 16.09 – 2.2 7.2 EVCAMuniIncm (CEV) .................... A 13.75 12.15 – 11.6 4.4 Income & Preferred Stock Funds Carlyle Tact Pvt Cred:I (N/A) ............ z NA NA NA 7.1
National Muni Bond Funds Eaton Vance NY Muni Bd (ENX) ....... A 12.56 10.97 – 12.7 4.2 A3 Alternative Inc (N/A) .................. z 7.51 NA NA – 15.3 Carlyle Tact Pvt Cred:L (N/A) ........... z NA NA NA 6.6
AllBerNatlMunInc (AFB) ................. N 14.44 13.17 – 8.8 4.7 InvCaValMuIncTr (VCV) ................. N 12.86 11.63 – 9.6 4.6 Calamos L/S Eqty and DI (CPZ) ....... z 21.91 20.78 – 5.2 9.7 Carlyle Tact Pvt Cred:M (N/A) .......... z NA NA NA 6.3
BlckRk Inv Q Mun (BKN) ................. N 15.57 15.34 – 1.5 5.1 InvPAValMuIncTr (VPV) ................. N 13.61 12.15 – 10.7 4.7 First Trust Alt Opps;A (N/A) ............. z NA NA NA NS Carlyle Tact Pvt Cred:N (N/A) .......... z NA NA NA 7.1
BlckRk L-T Muni Adv (BTA) ............. N 12.67 12.13 – 4.3 5.0 InvTrInvGrNYMu (VTN) .................. N 13.67 12.12 – 11.3 4.4 First Trust Alt Opps;A (N/A) ............. z NA NA NA NA Carlyle Tact Pvt Cred:Y (N/A) ........... z NA NA NA 6.8
BlackRock Muni 2030 Tgt (BTT) ...... N 25.63 24.64 – 3.9 2.9 NeubrgrBrmCA (NBW) ................... A 14.69 12.85 – 12.5 4.0 Flat Rock Opportunity (N/A) ............ z 22.62 NA NA 20.9 CION Ares Dvsfd Crdt;A (N/A) ......... z NA NA NA 5.4
BlackRock Muni (BFK) .................... N 13.82 13.30 – 3.8 5.0 NeubrgeBrmNY (NBO) ................... A 13.36 11.83 – 11.5 3.9 Lord Abbett Spec Sit I:A (N/A) ......... z 9.87 NA NA NS CION Ares Dvsfd Crdt;C (N/A) ......... z NA NA NA 5.4
BlackRock Muni II (BLE) ................. N 14.17 13.70 – 3.3 5.3 Nuveen AZ Qual Muni Inc (NAZ) ...... N 14.49 13.70 – 5.5 4.1 Lord Abbett Spec Sit I:I (N/A) .......... z 9.87 NA NA NS CION Ares Dvsfd Crdt;I (N/A) .......... z NA NA NA 5.3
BlckRk Muni Inc Qly (BYM) ............. N 14.86 13.60 – 8.5 4.9 Nuveen CA AMT-F Qual MI (NKX) .... A NA 14.05 NA 4.5 Variant Altrntv Inc:Inst (N/A) ........... z 28.29 NA NA 11.1 CION Ares Dvsfd Crdt;L (N/A) .......... z NA NA NA 5.3
BR Muni Income (MUI) ................... N 15.05 14.16 – 5.9 4.5 Nuveen CA Val (NCA) ...................... N 10.33 9.51 – 7.9 3.1 Variant Impact;Instl (N/A) ............... z 25.37 NA NA NS CION Ares Dvsfd Crdt;U (N/A) ......... z NA NA NA 5.3
BR MuniAssets Fd (MUA) ............... N 14.13 13.58 – 3.9 4.2 NuveenCAQtyMuInc (NAC) ............. N NA 13.61 NA 4.3 Zell Capital (N/A) ............................. z NA NA NA NS CION Ares Dvsfd Crdt:U2 (N/A) ....... z NA NA NA 5.3
BR MuniHoldings Qly (MFL) ........... N 14.32 12.93 – 9.7 4.4 Nuveen CA Sel Tx-Free (NXC) .......... N 15.15 14.83 – 2.1 3.1 Convertible Sec's. Funds CION Ares Dvsfd Crdt;W (N/A) ........ z NA NA NA 5.3
BR MH Qly 2 (MUE) ......................... N 13.42 12.42 – 7.5 4.8 NuvGA Qual Muni Inc (NKG) ........... A NA 12.33 NA 4.1 Calmos Dyn Conv and Inc (CCD) ..... z 26.74 25.75 – 3.7 – 10.0 CNR Select Strategies (N/A) ............ z 12.29 NA NA 0.0
BR MuniHoldngs (MHD) ................. N 16.23 14.74 – 9.2 4.7 Nuveen MA Qual Muni Inc (NMT) .... N 14.34 13.22 – 7.8 3.7 12 mos First Eagle Crdt Opps A (N/A) ........... z 26.00 NA NA 7.0
BR MuniVest Fd (MVF) .................... N 9.41 8.74 – 7.1 4.5 Nuveen Minn Qual Mun Inc (NMS) .. A 14.85 14.65 – 1.3 4.2 Stock Market Prem Yield First Eagle Crdt Opps I (N/A) ............ z 25.96 NA NA 7.8
BR MuniVest 2 (MVT) ..................... N 14.68 13.59 – 7.4 4.9 Nuveen MO Qual Mun Inc (NOM) .... A 13.36 14.25 + 6.7 3.7 FS Credit Income;A (N/A) ................ z NA NA NA 5.4
NuvNJ Qual Muni Inc (NXJ) ............. A 15.48 13.44 – 13.2 5.0
Fund Name (Symbol) Exch NAV Price /Disc 1/31/22 FS Credit Income;I (N/A) ................. z NA NA NA 5.6
BR MuniYield Fd (MYD) .................. N 14.36 12.96 – 9.7 4.9
BR MuniYield Qlty (MQY) ................ N 15.51 14.46 – 6.8 5.3 Nuveen NY AMT/Fr Qual MI (NRK) .. A 14.17 12.64 – 10.8 4.4 World Equity Funds FS Credit Income;T (N/A) ................ z NA NA NA 5.1
BR MuniYld Qlty2 (MQT) ................ N 13.66 12.59 – 7.8 5.0 Nuveen NY Val (NNY) ...................... N 9.84 9.30 – 5.5 3.0 ACAP Strategic:A (N/A) ................... z 19.53 NA NA – 25.6 FS Credit Income;U (N/A) ................ z NA NA NA 4.9
BR MuniYld Qly 3 (MYI) .................. N 14.43 13.31 – 7.8 4.5 Nuveen NY Qual Muni Inc (NAN) ..... N 14.67 13.01 – 11.3 4.5 ACAP Strategic:W (N/A) .................. z 14.44 NA NA – 25.1 FS Credit Income;U-2 (N/A) ............ z NA NA NA 4.9
BNY Mellon Muni Bd Infra (DMB) .... N 13.86 13.07 – 5.7 4.7 Nuveen NY Sel Tx-Free (NXN) ......... N 13.89 13.18 – 5.1 3.1 GL Beyond Income (N/A) ................ z 0.47 NA NA NE
Aspiriant Rsk-Mgd Cap Ap (N/A) ..... z NA NA NA NS KKR CREDIT OPPTY;D (N/A) ........... z NA NA NA 8.5
BNY Mellon Muni Income (DMF) ..... A 8.74 7.88 – 9.8 4.9 Nuveen OH Qual Muni Inc (NUO) ..... N NA 14.61 NA 3.8 CalamosGlbTotRet (CGO) ............... z 13.62 13.70 + 0.6 – 3.4
BNY Mellon Str Muni Bond (DSM) ... N 7.90 7.25 – 8.2 4.8 Nuveen PA Qual Muni Inc (NQP) ..... N NA 14.01 NA 4.7 KKR CREDIT OPPTY;I (N/A) ............ z NA NA NA 6.3
CPG Cooper Square IE A (N/A) ........ z NA NA NA NA KKR CREDIT OPPTY;T (N/A) ........... z NA NA NA 5.5
BNY Mellon Strat Muni (LEO) .......... N 8.22 7.52 – 8.5 5.1 Nuveen VA Qlty Mun Inc (NPV) ....... N 14.51 14.00 – 3.5 3.9
PIMCO CA (PCQ) ............................ N 13.12 16.33 + 24.5 4.6 CPG Cooper Square IE I (N/A) ......... z NA NA NA NA KKR CREDIT OPPTY;U (N/A) ........... z NA NA NA 5.5
Del Inv Natl Muni Income (VFL) ....... A 14.30 13.14 – 8.1 4.0
PIMCOCAMuniII (PCK) ................... N 8.39 8.13 – 3.1 4.5 Primark Priv Eq Inv:I (N/A) .............. z NA NA NA NA Lord Abbett Cred Opps Fd (N/A) ...... z 10.41 NA NA 6.2
DTF Tax-Fr Inc 2028 Term (DTF) ..... N 14.76 13.44 – 8.9 3.2 Thornburg Inc Bldr Opps (TBLD.O) . z 19.43 17.88 – 8.0 NS
DWS Muni Inc (KTF) ....................... N 11.95 10.73 – 10.2 4.5 Pimco CA Muni III (PZC) ................. N 9.56 9.55 – 0.1 4.6 Lord Abbett Cred Opps Fd (N/A) ...... z 10.41 NA NA 6.9
PIMCO NY (PNF) ............................ N 11.32 10.64 – 6.0 4.6 VirtusTotalRetFd (ZTR) ................... z 8.79 9.03 + 2.7 10.1 Lord Abbett Crd Op:U (N/A) ............. z 10.41 NA NA 6.2
DWS Strat Mun (KSM) .................... N 12.02 10.78 – 10.3 4.8
EVMuniBd (EIM) ............................. A 13.14 12.23 – 6.9 4.7 PIMCONYMuniII (PNI) ................... N 10.85 10.28 – 5.3 4.6 U.S. Mortgage Bond Funds Palmer Square Opp Inc (N/A) .......... z 18.35 NA NA 4.6
EVMuniIncm (EVN) ........................ N 13.41 12.73 – 5.1 4.5 Pimco NY Muni III (PYN) ................. N 8.66 8.34 – 3.7 4.8 Arca US Treasury (N/A) ................... z NA NA NA 0.0 The Finite Solar Finance (N/A) ......... z 9.96 NA NA NS
EVNatMuniOpp (EOT) ..................... N 20.93 20.01 – 4.4 3.7 Continuously Offered Ellington Inc Opp:A (N/A) ................ z 9.62 NA NA 5.2 Thrivent Church Ln&Inc:S (N/A) ..... z 10.05 NA NA 2.6
FedHrmsPremMuI (FMN)-a ............. N 14.76 13.45 – 8.9 4.7 52 Week Ellington Inc Opp:M (N/A) ............... z 9.51 NA NA 5.4 World Income Funds
InvAdvMuIncTrII (VKI) ................... A 11.41 10.88 – 4.6 5.1 Stock Market Prem Market Loan Participation Funds BlueBay Destra Itl E:A (N/A) ............ z 22.91 NA NA 6.1
Invesco MuniOp (OIA) .................... N 7.45 7.04 – 5.5 5.0 Fund Name (Symbol) Exch NAV Price /Disc Return 1WS Credit Income;A2 (N/A) .......... z NA NA NA NS BlueBay Destra Itl E:I (N/A) .............. z 22.91 NA NA 6.4
InvescoMuOppTr (VMO) ................ N 12.80 11.78 – 8.0 5.0 1WS Credit Income;Inst (N/A) ......... z NA NA NA 6.1 BlueBay Destra Itl E:L (N/A) ............. z 22.87 NA NA 5.9
General Equity Funds AlphCntrc Prime Merid In (N/A) ....... z 9.57 NA NA 9.2 BlueBay Destra Itl E:T (N/A) ............. z 22.82 NA NA 5.7
InvescoMuTr (VKQ) ........................ N 12.81 11.75 – 8.3 5.1
InvescoQual Inc (IQI) ...................... N 12.89 11.87 – 7.9 5.0 Alternative Strategies:I (N/A) .......... z 6.58 NA NA 20.7 Axonic Alternative Inc (N/A) ............ z NA NA NA 11.7 Oaktree Dvsfd Income;D (N/A) ........ z 9.71 NA NA NS
InvTrInvGrMu (VGM) ..................... N 13.19 12.08 – 8.4 5.1 AMG Pantheon:1 (N/A) ................... z NA NA NA NA Blackstone FR EI D (N/A) ................. z NA NA NA 5.3 National Muni Bond Funds
InvescoValMunInc (IIM) ................. N 15.67 14.85 – 5.2 5.0 BOW RIVER CAPTL EVGN;I (N/A) .... z NA NA NA NA Blackstone FR EI I (N/A) .................. z NA NA NA 5.6 Ecofin Tax-Adv Soc Impct (N/A) ...... z 9.52 NA NA 6.2
MAINSTAY:MK DEFTR MUN OP (MMD) N 19.97 19.57 – 2.0 5.0 BOW RIVER CAPTL EVGN;II (N/A) .. z NA NA NA N Blackstone FR EI T (N/A) ................. z NA NA NA 5.1 Lind Cap Pt Mun Cred Inc (N/A) ....... z 9.85 NA NA NS
MFS HgIncMuniTr (CXE) ................ N 5.04 4.49 – 10.9 5.1 Specialized Equity Funds Blackstone FR EI T-I (N/A) ............... z NA NA NA 5.1 Nuveen En HY Muni Bd:A (N/A) ....... z NA NA NA NS
MFS HgYldMuniTr (CMU) ............... N 4.56 4.08 – 10.5 4.7 Aspiriant Rsk-Mgd RA (N/A) ........... z NA NA NA NS Blackstone FR EI U (N/A) ................. z NA NA NA 5.1 Nuveen En HY Muni Bd:I (N/A) ........ z NA NA NA NS
NeubrgrBrm (NBH) ......................... A 14.17 13.80 – 2.6 5.2 Bluerock Total Inc+ RE:A (N/A) ........ z NA NA NA NA BNYM Alcntr Glb MS Cr Fd (N/A) ..... z 100.01 NA NA 7.6 PIMCO Flex Mun Inc;A-3 (N/A) ........ z 11.37 NA NA 1.6
Nuveen AMT-Fr Mu Val (NUW) ........ N NA 15.55 NA 2.9 Bluerock Total Inc+ RE:C (N/A) ........ z NA NA NA NA CliffwaterClFd;I (N/A) ...................... z 10.71 NA NA 6.9 PIMCO Flex Mun Inc:A1 (N/A) ......... z 11.37 NA NA 1.9
Nuveen AMT-Fr Qlty Mun I (NEA) .... A NA 13.91 NA 4.9 Bluerock Total Inc+ RE:I (N/A) ......... z NA NA NA NA CliffwaterElFd;A (N/A) ..................... z 10.59 NA NA NS PIMCO Flex Mun Inc;A2 (N/A) ......... z 11.37 NA NA 1.9
Nuveen AMT-Fr Mu CI (NVG) .......... A NA 15.46 NA 5.0 Bluerock Total Inc+ RE:L (N/A) ........ z NA NA NA NA CNR Strategic Credit (N/A) .............. z 9.65 NA NA 13.3 PIMCO Flex Mun Inc;Inst (N/A) ....... z 11.37 NA NA 2.4
TOP SAVINGS DEPOSIT YIELDS

Money Market Account1 One-Year CDs Five-Year CDs
Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
LendingClub Bank Boston,MA (800)242-0272 2500 0.65 (CM) 0.65 MyBankingDirect.com Westbury,NY (866)285-1856 500 0.85 (CD) 0.85 Popular Direct New York,NY (800)274-5696 10000 1.34 (CD) 1.35
Axos Bank San Diego,CA (877)541-2634 10000 0.61 (CD) 0.61 PenFed Credit Union Alexandria,VA (800)247-5626 1000 0.85 (MA) 0.85 PenFed Credit Union Alexandria,VA (800)247-5626 1000 1.29 (MA) 1.30
Ally Bank Philadelphia,PA (877)247-2559 1 0.50 (CD) 0.50 LendingClub Bank Boston,MA (800)242-0272 2500 0.80 (CM) 0.80 Capital One 360 Wilmingtn,DE (877)469-0232 1 1.19 (CM) 1.20
American Express Salt Lake City,UT (800)446-6307 1 0.50 (CD) 0.50 Capital One 360 Wilmingtn,DE (877)469-0232 1 0.70 (CM) 0.70 Barclays Bank Wilmingtn,DE (888)710-8756 1 1.19 (CD) 1.20
First Internet Bank Indianapolis,IN (888)873-3424 100 0.50 (CM) 0.50 Barclays Bank Wilmingtn,DE (888)710-8756 1 0.70 (CD) 0.70 TIAA Bank Jackson,FL (888)882-3837 1000 1.09 (CD) 1.10
Six-Month CDs2 2½-Year CDs 90-Day Jumbo CDs
Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
First Internet Bank Indianapolis,IN (888)873-3424 1000 0.50 (CM) 0.50 Capital One 360 Wilmingtn,DE (877)469-0232 1 0.80 (CM) 0.80 TIAA Bank Jackson,FL (888)882-3837 1000 0.35 (CD) 0.35
BankDirect Dallas,TX (877)839-2737 10000 0.50 (CD) 0.50 TIAA Bank Jackson,FL (888)882-3837 1000 0.79 (CD) 0.80 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.30 (CM) 0.30
PenFed Credit Union Alexandria,VA (800)247-5626 1000 0.45 (MA) 0.45 Discover Bank Greenwood,DE (800)347-7000 2500 0.70 (CD) 0.70 Axos Bank San Diego,CA (877)541-2634 1000 0.20 (CD) 0.20
iGobanking.com Flushing,NY (888)432-5890 1000 0.45 (CD) 0.45 Community Commerce Bk Los Angeles,CA (323)268-6100 10000 0.55 (CM) 0.55 Ohio Savings Bk - Cleveland Cleveland,OH (800)696-2222 2500 0.20 (CD) 0.20
TIAA Bank Jackson,FL (888)882-3837 1000 0.40 (CD) 0.40 ProGrowth Bank Gaylord,MN (888)922-2265 25000 0.51 (CA) 0.51 MyBankingDirect.com Westbury,NY (866)285-1856 2500 0.20 (CD) 0.20
1Including passbook, statement savings, and bank-offered liquid asset accounts.
Yields are based on the stated rate and compounding method in effect Friday and are subject Source: (c) 2021, Curinos, 30501 Agoura Road, 2nd Floor, Agoura Hills, CA 91301
2Six-month CD yields assume reinvestment of principal and interest at the same rate for an to change. Phone to verify before investing or sending money. 818-880-8877. All rights reserved. May not be reproduced or retransmitted in any form with-
additional six months. out express written consent of Curinos.
(CC) Compounded continuously; (SA) compounded semiannually; (CD) compounded daily;
Rates are the highest yields on six types of accounts offered by federally-insured banks and (CA) compounded annually; (CM) compounded monthly; (SI) simple interest; (CQ) com-
savings associations nationwide. pounded quarterly
Market Laboratory
DJ HALF-HOURLY AVERAGES THE DOW JONES AVERAGES TRADING DIARY
Market Advance/Decline Volumes
Dow Jones 30 Industrial (divisor: 0.15172752595384) Week's Daily Feb 21 22 23 24 25
Daily Feb 21 22 23 24 25 COMPONENTS Change INDUSTRIALS
37550 NY Up ... 212,596 249,504 760,329 927,924
3M 2.89 NY Off ... 877,217 750,127 699,320 171,316
Open (t) … 33874.54 33821.09 32300.53 33351.50
Open (a) … 33974.09 33680.97 32830.33 33277.22 American Express -1.17 NY Up - Composite ... 991,285 1,292,700 3,488,830 4,129,240
NY Off - Composite ... 4,142,332 3,471,547 3,213,532 965,071
10:00 … 33975.53 33671.94 32486.08 33349.86 Amgen 6.26 NYSE Amer UP ... 7,586 12,564 28,724 11,536
10:30 … 34007.58 33490.00 32416.68 33599.20 Apple -2.45 NYSE Amer Off ... 8,798 7,206 7,141 6,292
11:00 … 33781.71 33527.32 32504.14 33662.62
11:30 … 33781.33 33484.69 32536.19 33823.66 Boeing -7.55 36900 NASD Up ... 1,300,990 1,003,705 4,799,823 3,535,243
NASD Off ... 3,503,815 3,562,557 1,285,149 1,051,338
12:00 … 33791.45 33590.87 32582.80 33925.41 Caterpillar -4.89 NYSE Arca UP ... 89,096 90,586 271,534 318,646
12:30 … 33726.54 33676.55 32448.96 33968.05 Chevron 6.96 NYSE Arca Off ... 292,450 242,826 370,078 74,313
1:00 … 33629.36 33547.29 32413.73 33967.93 % (QCHA) –1.19 –1.11 +.87 +1.69
1:30 … 33579.78 33396.76 32412.44 34007.95 Cisco Systems -1.17
% (QACH) –1.55 +.38 +1.30 +1.60
2:00 … 33466.96 33400.93 32571.93 34020.43 Coca-Cola 0.31 36250 % (QCHAQ) –1.66 –1.72 +1.47 +1.62
2:30 … 33490.43 33293.09 32721.34 34035.09 Disney -1.83 Market Advance/Decline Totals
3:00 … 33691.38 33224.02 32919.06 33954.16
3:30 … 33710.89 33232.36 32887.22 34001.76
Dow -0.94 Week ended last Friday compared to previous Friday
Close … 33596.61 33131.76 33223.83 34058.75 Goldman Sachs 4.08 Weekly Comp. NYSE NYSE Amer Nasdaq NYSE Arca
High (t) … 34207.17 33977.59 33350.67 34183.05 Home Depot -30.22 Total Issues 3,665 292 5,421 1,865
Low (t) … 33309.25 33040.61 31910.89 33154.73 35600 Advances 1,751 143 2,448 1,022
Honeywell Intl 6.43 Declines 1,822 143 2,779 820
High (a) … 34024.74 33832.59 33269.34 34095.74
Low (a) … 33364.29 33084.90 32272.64 33277.22 IBM -0.17 Unchanged 92 6 194 23
New Highs 86 6 117 101
Change … –482.57 –464.85 +92.07 +834.92 Intel 2.67 New Lows 947 75 1,648 737
Theoretical (t): High 34207.17 Low 31910.89 Johnson & Johnson 2.64
Actual (a): High 34095.74 Low 32272.64 NYSE Composite Daily Breadth
JPMorgan Chase -4.17 34950 Daily Feb 21 22 23 24 25
Dow Jones 20 Transport (divisor: 0.16343894576034) McDonald's -1.15 Issues Traded ... 3,490 3,509 3,556 3,485
Advances ... 749 878 1,941 2,760
Open (t) … 14913.89 14794.76 14173.12 14856.43 Merck -0.05 Declines ... 2,593 2,479 1,482 590
Open (a) … 14957.40 14755.11 14375.20 14833.80 Unchanged ... 148 152 133 135
Microsoft 9.38 New Highs ... 30 23 22 44
10:00 … 14963.63 14773.06 14362.91 14945.06
Nike Cl B -4.15 34300 New Lows ... 337 394 792 73
10:30 … 15007.55 14669.18 14387.34 15018.24 Blocks - primary ... 4,812 4,369 5,963 4,676
11:00 … 14784.63 14694.60 14453.26 15116.93 Procter & Gamble -1.66 Total (000) - primary ... 1,096,916 1,011,740 1,466,041 1,115,629
11:30 … 14794.47 14667.34 14436.19 15190.75 Total (000) ... 5,162,525 4,817,239 6,735,425 5,212,636
Salesforce.com 11.25
12:00 … 14793.11 14680.89 14463.65 15257.69 NYSE American Composite
12:30 … 14797.77 14753.45 14397.64 15236.82 Travelers Cos 2.81
Daily Feb 21 22 23 24 25
1:00 … 14768.87 14704.49 14401.21 15212.28 UnitedHealth Group 7.94 33650 Issues Traded ... 280 282 283 280
1:30 … 14765.30 14628.92 14422.16 15224.55 Verizon Communications 0.29 Advances ... 76 122 139 195
2:00 … 14712.50 14636.27 14485.08 15209.24 Declines ... 191 150 132 73
Visa Cl A -3.42 Unchanged ... 13 10 12 12
2:30 … 14735.77 14588.01 14549.35 15202.71 New Highs ... 1 ... 5 3
3:00 … 14836.77 14580.42 14663.58 15165.52 Walgreens Boots Alliance -0.41 New Lows ... 33 33 64 3
Blocks - primary ... 156 187 287 179
3:30 … 14815.38 14595.16 14694.66 15198.67 Walmart -1.61 Total (000) - primary ... 17,382 19,868 36,161 18,741
Close … 14734.98 14523.47 14826.94 15207.21 33000 Total (000) ... 312,056 361,602 735,981 353,150
High (t) … 15091.75 14932.15 14869.62 15325.81
Low (t) … 14592.33 14465.34 14076.60 14814.58 Nasdaq
High (a) … 15010.06 14860.17 14864.77 15274.47
TRANSPORTATION 18500 Daily Feb 21 22 23 24 25
Low (a) … 14656.74 14504.56 14133.59 14833.80 Alaska Air Group -1.22 Issues Traded ... 4,958 4,962 5,107 4,959
Advances ... 1,211 1,135 2,935 3,408
Change … –235.99 –211.51 +303.47 +380.27 American Airlines Group -0.41 Declines ... 3,523 3,554 1,954 1,295
Theoretical (t): High 15325.81 Low 14076.60
18000 Unchanged ... 224 273 218 256
Avis Budget Group 19.56
Actual (a): High 15274.47 Low 14133.59 New Highs ... 32 28 29 47
CH Robinson Worldwide 4.81 New Lows ... 660 723 1,344 135
17500 Blocks - primary ... 22,812 22,421 28,397 23,599
Dow Jones 15 Utilities (divisor: 1.27924906167720) CSX -0.35 Total (000) ... 4,849,851 4,614,435 6,150,241 4,623,614
Open (t) … 916.81 918.16 898.79 914.72 Delta Air -1.30
Open (a) … 915.04 917.67 900.54 913.05 17000 NYSE Arca Composite
Expeditors Intl of Wash -0.87 Daily Feb 21 22 23 24 25
10:00 … 916.44 916.18 899.16 915.75

FedEx -1.51 Issues Traded ... 1,738 1,704 1,755 1,716
10:30 … 915.51 910.41 892.86 922.18 16500 Advances ... 254 301 1,038 1,433
11:00 … 913.75 909.44 892.70 926.83 JB Hunt Transport 7.80 Declines ... 1,476 1,390 705 265
11:30 … 920.36 910.83 891.74 929.46 Unchanged ... 8 13 12 18
JetBlue Airways 0.02 New Highs ... 34 30 64 16
12:00 … 921.17 910.73 894.84 931.66 16000 New Lows ... 148 279 634 21
12:30 … 919.26 910.72 891.50 932.88 Kirby Corp -2.23 Blocks - primary ... 1,446 1,331 2,466 1,706
1:00 … 915.06 908.69 891.75 933.39 Landstar System 4.12 Total (000) - primary ... 381,944 334,967 642,385 394,816
15500 Total (000) ... 2,104,124 2,026,355 3,503,796 2,152,402
1:30 … 916.24 907.32 890.95 936.25 Matson 11.84
2:00 … 914.75 909.88 892.85 936.42
2:30 … 914.96 906.51 896.83 937.81
Norfolk Southern -9.79 15000
3:00 … 917.45 904.34 898.89 936.08 Old Dominion Freight Line 15.85 OTHER MARKET INDEXES
3:30 … 917.28 904.45 897.94 934.68 Ryder System -1.10 14500 Daily 2/21 2/22 2/23 2/24 2/25
Close … 915.80 902.04 905.49 938.25 Southwest Airlines -0.84 NYSE Amer Comp ... 3709.27 3749.45 3840.66 3897.71
High (t) … 923.65 921.60 910.35 939.93 AmMajorMkt ... 3050.34 3006.39 3005.52 3078.42
Low (t) … 907.33 900.84 883.14 911.76 Union Pacific -4.78 14000 BNY ADR Idx ... 159.23 158.05 154.53 158.47
High (a) … 922.23 919.98 907.23 939.16 United Airlines -1.58 Europe ... 146.08 145.39 141.59 146.36
Low (a) … 908.25 901.29 888.52 912.47 United Parcel Service B 0.59 Latin Am ... 203.61 203.89 198.64 203.10
Change … +.03 –13.76 +3.45 +32.76 13500 Asia ... 200.00 197.32 194.08 196.89
Theoretical (t): High 939.93 Low 883.14 Emerg M ... 336.89 333.00 327.36 330.40
UTILITIES DJ US TSM Float ... 43617.31 42787.29 43535.30 44516.75
Actual (a): High 939.16 Low 888.52
1000 Nasdaq Cmp ... 13381.52 13037.49 13473.59 13694.62
AES -0.15 100 Index ... 13870.53 13509.43 13974.67 14189.16
Dow Jones 65 Composite (divisor: 0.77130165331605)
American Elec Power 3.75 Indus. ... 9652.37 9367.08 9649.73 9847.56
Open (t) … 11344.51 11310.98 10848.03 11225.98 Insur. ... 11056.29 10837.43 10874.40 11204.77
Open (a) … 11370.38 11274.21 10997.97 11204.17 American Water Works 4.43 Banks ... 5036.11 4952.23 4863.46 5078.61
10:00 … 11374.30 11273.76 10925.35 11246.15 Atmos Energy 3.05 970 Computer ... 10318.25 10064.29 10468.12 10597.99
10:30 … 11388.36 11206.39 10906.43 11321.37 Telecom ... 457.33 443.11 450.91 460.89
Consolidated Edison 1.33 NYSE Comp.-z ... 16215.62 16019.59 15996.00 16427.96
11:00 … 11293.79 11217.51 10937.33 11362.46
11:30 … 11306.76 11205.67 10938.43 11414.15 Dominion Energy 0.54 Financial-z ... 10007.17 9844.67 9757.19 10040.59
12:00 … 11309.81 11229.26 10958.55 11452.00 Duke Energy 0.41 940 Health Care-z ... 22257.24 22165.88 22195.06 22911.69
Energy-z ... 10780.98 10870.50 10726.10 11028.86
12:30 … 11294.85 11261.24 10912.71 11457.99 Edison Intl 2.41 Russell 1000 ... 2378.78 2333.63 2372.74 2426.43
1:00 … 11262.65 11222.29 10906.94 11453.61 2000 ... 1980.17 1944.09 1996.01 2040.93
1:30 … 11254.09 11174.40 10909.81 11468.83
Exelon 0.97 3000 ... 2503.71 2456.30 2498.95 2555.48
2:00 … 11218.24 11181.02 10957.66 11468.32 FirstEnergy 0.38 910 Value-v ... 1575.60 1555.26 1556.99 1601.59
Growth-v ... 2620.73 2555.18 2638.21 2682.44
2:30 … 11228.14 11143.99 11007.27 11472.12 NextEra Energy 3.01 MidCap ... 2980.73 2921.80 2976.67 3054.64
3:00 … 11293.19 11125.20 11073.79 11445.45
Public Service Enterprise 0.19 S&P 100 Index ... 1977.05 1939.51 1968.78 2010.13
3:30 … 11292.22 11130.14 11072.54 11459.51
Close … 11250.25 11091.16 11179.31 11478.45 Sempra 5.93 880 500 ... 4304.76 4225.50 4288.70 4384.65
Ind. ... 5961.67 5850.09 5962.26 6086.11
High (t) … 11458.97 11376.60 11221.36 11530.83 Southern 1.27 MidCap ... 2596.25 2553.31 2588.87 2661.60
Low (t) … 11149.44 11058.92 10724.95 11173.49 SmallCap ... 1279.15 1260.43 1282.12 1310.76
Xcel Energy 1.23 Value Line(A) 9324.66 9196.74 9052.54 9200.93 9418.64
High (a) … 11391.36 11329.55 11198.02 11494.32
Low (a) … 11183.97 11078.54 10836.48 11204.17
850 Value Line(G) 625.53 616.77 606.81 616.27 630.61
Aug Sep Oct Nov Dec Jan Feb DJ US Small TSM ... 13574.16 13312.75 13621.96 13952.05
Change … –144.89 –159.09 +88.15 +299.14
(A)-Arithmetic Index. (G)-Geometric Index.
Theoretical (t): High 11530.83 Low 10724.95 Note: Theoretical highs and lows are shown. (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec.
Actual (a): High 11494.32 Low 10836.48 31,2002=5000.
Market Laboratory
INDEXES' P/ES & YIELDS PER SHARE VALUES OF STOCKS IN THE DOW BARRON'S 50-STOCK AVERAGE
JONES AVERAGES
DJ latest 52-week earnings and dividends adjusted by Dow Divisors at Friday's close. S&P Dec. 4-quarter's GAAP earnings as This index is a weighted average of 50 leading issues.
reported and indicated dividends based on Friday close.S&P 500 P/E ratios based on GAAP earnings as reported. For additional This is a list of the Dow Jones trailing 52-week diluted Useful in security valuation. Source: Barron's Stats
earnings series, please refer to www.spglobal.com. DJ latest available book values for FY 2020 and 2019, and S&P latest for 2020 and share earnings, dividends and book values as reported
2019. r-Revised data Feb 24 Feb 17 Jan Yr-to-Yr
by the company. Bolded numbers indicate new values. 2022 2022 2021 % Chg
Last Prev. Year Last Prev. Year
Week Week Ago Week Week Ago Sources Barron's Stats and FactSet.
S&P 500 Index 4288.70 4380.26 3882.86 10.45
DJ Ind Avg 34058.75 34079.18 30932.37 Divs Yield % 3.03 3.11 3.48 Industrial Stocks Barron's 50 Index 11060.77 11405.74 9901.33 11.71
Divs $ 28.45 28.49 27.71 Book Book
P/E Ratio 19.03 19.08 31.34 Earns Divs. Value Earns Divs. Value Projected quarterly earn 145.50 141.27 24.09 504.04
Earns Yield % 5.26 5.24 3.19 Mkt to Book 2.39 2.33 2.13
Earns $ 1790.18 1786.49 987.12 Book Value $ 392.45 392.45 374.40 Am Exp 9.99 1.72 28.55 Johnson&John 7.81 4.24 24.04 Annualized projected earn 582.00 565.08 96.35 504.04
Amgen 10.31 7.22 16.27 JPMorgChase 15.35 3.80 81.75
Divs Yield % 1.87 1.86 1.92 S&P 500 Index 4384.65 4348.87 3811.15 Apple 6.04 0.88 3.85 McDonalds 10.04 5.34 (10.50)
Annualized projected P/E 19.00 20.18 114.3 –83.37
Divs $ 636.09 635.16 593.17 P/E Ratio 25.00 24.80 38.80 Boeing (7.13) Suspended (31.45) Merck Co 5.14 2.64 10.01 Five-year average earn 447.65 445.95 381.16 17.44
Mkt to Book 5.21 5.21 4.62 Earns Yield % 4.00 4.03 2.58 Caterpillar 11.84 4.36 28.11 Microsoft 8.94 2.37 18.88 Five-year average P/E 24.71 25.58 26.0 –4.88
Book Value $ 6543.35 6543.35 6688.86 Earns $ 175.36 175.36 98.22 Chevron Corp 5.93 5.44 68.40 Nike Inc 3.82 1.13 8.09
Cisco Sys 2.80 1.48 8.95 Proc Gam 5.66 3.4792 18.73 Year-end earn 543.07 538.84 314.70 72.57
DJ Trans Avg 15207.21 14970.97 13331.27 Divs Yield % 1.44 1.45 1.53
P/E Ratio 17.71 19.78 0.00 Divs $ 63.14 63.06 58.31
Coca Cola 2.26 1.68 4.49 3M Co 10.12 5.93 22.27 Year-end P/E 20.37 21.17 31.5 –35.27
Disney Walt 1.69 0.00 46.18 Salesforce.com 1.81 0.00 45.15
Earns Yield % 5.65 5.05 0.00 Mkt to Book 4.73 4.69 4.17 Dow 8.38 2.80 16.73 Travelers Cos 14.06 3.49 115.69 Year-end earns yield, % 4.91 4.72 3.2 54.47
Earns $ 858.91 756.74 (248.70) Book Value $ 927.52 927.52 914.49 Goldman Sachs 59.45 6.50 246.24 UnitedHealth Grp 18.08 5.60 69.23 Best grade bond yields, % 2.60 2.48 1.47 77.17
Divs Yield % 1.07 1.07 1.15 Home Depot 15.52 6.60 3.06 Verizon 5.33 2.535 16.39
S&P Ind Index 6086.11 6030.56 5336.74 Honeywell 7.92 3.82 25.19 Visa 6.04 1.39 14.65 Bond yields/stock ylds, % 0.53 0.52 0.46 14.65
Divs $ 162.13 160.08 153.79 P/E Ratio 29.33 29.06 43.97
Mkt to Book 5.14 5.06 3.93
IBM 6.35 6.56 23.07 Walgreens 7.42 1.90 23.84 Actual year-end divs 224.15 223.73 210.92 6.27
Earns Yield % 3.41 3.44 2.27 Intel 5.15 1.4075 19.95 Wal-mart 4.88 2.20 28.69
Book Value $ 2957.33 2957.33 3389.19 Earns $ 207.49 207.49 121.36
Actual yr-end divs yld, % 2.03 1.96 2.13 –4.88
Transportation Stocks
DJ Utility Avg 938.25 915.77 795.61 Divs Yield % 1.30 1.31 1.37 Alaska Air Group 0.14 Suspended 24.05 Kirby Corp (4.12) Nil 51.37
P/E Ratio 26.09 27.35 21.85 Divs $ 79.12 79.00 73.11 American Airlines (3.13) Suspended (11.05) Landstar Sys 9.98 0.96 18.02
Earns Yield % 3.83 3.66 4.58 Mkt to Book 6.50 6.44 5.65 Avis Budget Grp 2.54 Nil -2.21 Matson Inc 21.47 1.13 22.25 STOCK VOLUME
Earns $ 35.97 33.48 36.42 Book Value $ 936.72 936.72 944.26 C.H. Robinson 6.34 2.08 14.00 Norf Southern 12.12 4.41 58.67
CSX Corp 1.68 0.379 17.18 Old Dominion 8.89 2.11 44.50 Last Prev. Year YOY
Delta Air Lines 0.42 Suspended 2.40 Ryder Sys 9.65 2.30 41.98 Week Week Ago % Chg
144 FILINGS Expeditors Int'l 8.26 1.16 15.71 Southwest Air 1.60 0.00 15.03
FedEx 18.15 2.90 90.40 Un Pacific 9.34 4.50 25.26 NYSE(a) 4,690,327 4,869,665 6,457,684 -27.37
Hunt (JB) 7.14 1.30 24.61 United Airlines (6.18) Nil 19.11 30 Dow Inds (b) 1,829,164 1,727,131 2,257,967 -18.99
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to sell shares. Shares Indi- JetBlue Air (0.58) Nil 12.50 UPS 14.69 4.58 0.76 20 Dow Trans (b) 494,352 528,313 808,548 -38.86
cated: the number to be sold. Sales Date: the approximate date of the sale. (Sometimes shares aren't sold, even though their owner Utility Stocks 15 Dow Utils (b) 272,379 308,764 325,569 -16.34
has filed a Form144.) Source: Thomson Reuters AES Corp. (0.21) 0.6095 3.96 Exelon 0.99 1.485 33.39 65 Dow Stks (b) 2,595,895 2,564,209 3,392,084 -23.47
Am Elec 4.98 3.04 41.38 FirstEnergy 2.35 1.56 13.32 NYSE American (a) 92,152 73,197 222,693 -58.62
Shares Sale American Water Works 6.95 2.41 35.60 NextEra Energy 1.81 1.54 18.63
Company Sym Indicated $ Value Date Seller Title Nasdaq(d) 20,238,141 21,715,103 31,693,847 -36.14
Atmos Energy 5.31 2.61 53.95 Xcel Energy 2.96 1.82 27.12
Con Ed 3.86 3.115 55.11 Pub Sv Ent (1.29) 2.04 31.71
NYSE 15 Most Active
Confluent CFLT 375,000 20,366,250 2/15/22 Narkhede, Neha AF Average Price 30.32 25.76 23.58 28.58
Dominion Energy 3.98 2.52 29.44 Sempra Energy 4.11 4.40 70.11
Advanced Micro Devices AMD 300,000 34,281,000 2/15/22 Su, Lisa AF Duke Energy 4.93 3.92 59.82 Southn Co. 2.26 2.64 25.45 % Tot Vol 13.61 15.28 22.19 158.04
Laird Superfood LSF 272,161 1,633,000 2/14/22 Wetherald, Thomas AF Edison Int'l 1.32 2.688 37.08 Stock Offerings $(z,v) 565,500 r721,400 15,136,600 -96.26
Freshworks FRSH 112,500 2,071,125 2/14/22 Gottfried, Randy AF

Daily Stock Volume
Ziprecruiter
Freeport-Mcmoran
ZIP
FCX
100,000
80,000
2,138,000
3,521,667
2/14/22
2/16/22
Edmonds, Joseph
Quirk, Kathleen
AF
O Coming U.S. Auctions Daily 2/21 2/22 2/23 2/24 2/25
Nmi NMIH 68,493 1,786,165 2/16/22 Mathis, Patrick AF Yields (%)
Zentalis Pharmaceuticals ZNTL 65,850 3,316,429 2/14/22 Gallagher, Cam AF NYSE(a) ... 1,096,916 1,011,740 1,466,041 1,115,629
Day When Last
Bloom Energy BE 65,065 1,296,745 2/16/22 Sridhar, K. R. AF 30 Inds (b) ... 438,315.9 376,494.3 593,186.4 421,168
Issued* Auction
Freshworks FRSH 64,100 1,199,952 2/14/22 Flower, Johanna AF 20 Trans (b) ... 115,333.4 106,224.4 154,987.7 117,806
T 15 Utils (b) ... 59,547.2 58,433.5 86,704.4 67,694
THE WEEK IN STOCKS FOR THE MAJOR INDEXES $60.0 bil 3-month 0.333 0.380 65 Stks (b) ... 613,196.5 541,152.1 834,878.5 606,668
NYSE Amer(a) ... 17,382 19,868 36,161 18,741
$51.0 bil 6-month 0.675 0.710
12-Month Weekly Friday Weekly 12-Month Change From Nasd(d) 4,849,851 4,614,435 6,150,241 4,623,614
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/31 % Chg. * As of Friday afternoon. NYSE 15 Most Active
Dow Jones Indexes Avg. Price 25.36 16.98 19.04 22.80
36799.65 30924.14 30 Indus 34058.75 33131.76 34058.75 –20.43 –0.06 3126.38 10.11 –2279.55 –6.27 % Tot Vol 14.21 14.10 14.42 14.47
17039.38 13219.66 20 Transp 15207.21 14523.47 15207.21 236.24 1.58 1875.94 14.07 –1271.05 –7.71 Numbers in thousands save price and percentages. (a) Primary
980.78 795.61 15 Utilities 938.25 902.04 938.25 22.48 2.45 142.64 17.93 –42.53 –4.34 DELTA MARKET SENTIMENT INDICATOR volume. (b) Composite volume. (d) as of 4:10 pm. (r) Revised. (v)
12360.33 10213.87 65 Comp 11478.45 11091.16 11478.45 83.31 0.73 1246.99 12.19 –788.40 –6.43 The Delta MSI measures the position of a representative set of stocks W/E Thursday. (z) Source: Refinitiv.
Dow Jones Indexes relative to an intermediate-term moving average crossover (MAC)
48918.18 39614.97 US TSM Float 44516.75 42787.29 44516.75 414.46 0.94 4262.69 10.59 –4117.55 –8.47 point. When greater than 50% of the stocks followed are above this
1188.95 951.59 US Market 1082.69 1040.99 1082.69 9.91 0.92 116.54 12.06 –99.62 –8.43 MAC point, the market is bullish. When the indicator is below 50%,
1144.05 795.75 Internet 847.02 795.75 847.02 14.35 1.72 –167.75 –16.53 –179.46 –17.48 risk is elevated and stock exposures should be reduced. Manger uses DISTRIBUTIONS & OFFERINGS
New York Stock Exchange discretion on asset allocation when MSI is at 50% +/- 3%.
17353.76 14959.41 Comp-z 16427.96 15996.00 16427.96 35.63 0.22 1417.49 9.44 –736.17 –4.29 Last 2 Weeks 3 Weeks Secondary Distributions of common stocks
10670.71 8853.18 Financial-z 10040.59 9757.19 10040.59 –17.92 –0.18 1187.41 13.41 –134.77 –1.32
24422.74 19452.09 Health Care-z 22911.69 22165.88 22911.69 558.26 2.50 3151.38 15.95 –1433.96 –5.89 Current Sentiment Week Ago Ago Baudax Bio 3,508,772 $2.85 $10,000,000
11296.18 7600.86 Energy-z 11028.86 10726.10 11028.86 122.95 1.13 3254.27 41.86 1882.67 20.58
BEARISH 36.7% 42.0% 46.2% Ocugen 15,973,420 $3.35 $53,510,957
NYSE American Stock Exchange
3897.71 2601.66 NYSE Amer Comp 3897.71 3709.27 3897.71 169.17 4.54 1296.05 49.82 470.48 13.73 Current Market Exposure: 0% Equities, 0% Bonds, 100% Cash Versus Systems 4,375,000 $1.60 $7,000,000
3198.39 2775.17 Major Mkt 3078.42 3005.52 3078.42 -0.45 –0.01 303.26 10.93 –55.52 –1.77 Source: Delta Investment Management Source: Dealogic LLC, New York City; (212) 577-4400.
Standard & Poor's Indexes www.deltaim.com, (415) 249-6337
2219.44 1713.77 100 Index 2010.13 1939.51 2010.13 10.69 0.53 278.71 16.10 –184.45 –8.41
4796.56 3768.47 500 Index 4384.65 4225.50 4384.65 35.78 0.82 573.50 15.05 –381.53 –8.01
6735.36 5251.68 Indus 6086.11 5850.09 6086.11 55.55 0.92 749.37 14.04 –555.01 –8.36
2910.70 2453.30 MidCap 2661.60 2553.31 2661.60 29.11 1.11 165.34 6.62 –180.40 –6.35
1466.02 1252.49 SmallCap 1310.76 1260.43 1310.76 12.84 0.99 32.20 2.52 –90.95 –6.49
Nasdaq Stock Market
U.S. DOLLAR INDEX vs EURO and YEN
16057.44 12609.16 Comp 13694.62 13037.49 13694.62 146.56 1.08 502.28 3.81 –1950.35 –12.47
16573.34 12299.08 100 Index 14189.16 13509.43 14189.16 179.62 1.28 1279.72 9.91 –2130.92 –13.06 Casualties: Russia’s war on Ukraine hit the euro and the pound sterling, sending trad-
12147.21 9367.08 Indus 9847.56 9367.08 9847.56 –4.46 –0.05 –607.30 –5.81 –1465.32 –12.95
11694.54 10270.29 Insur 11204.77 10837.43 11204.77 29.63 0.27 847.82 8.19 –211.63 –1.85 ers to the yen and the dollar. The U.S. Dollar Index rose 0.5% on the week.
5408.36 4194.66 Banks 5078.61 4863.46 5078.61 16.61 0.33 789.62 18.41 123.94 2.50 10
12408.55 8560.95 Computer 10597.99 10064.29 10597.99 177.94 1.71 1558.21 17.24 –1557.54 –12.81
560.68 442.05 Telecom 460.89 443.11 460.89 1.42 0.31 –5.07 –1.09 –35.91 –7.23
Russell Indexes 5
2660.78 2127.84 1000 2426.43 2333.63 2426.43 22.60 0.94 267.12 12.37 –219.48 –8.29 s
2442.74 1931.29 2000 2040.93 1944.09 2040.93 31.60 1.57 –160.12 –7.27 –204.38 –9.10
2804.93 2268.02 3000 2555.48 2456.30 2555.48 24.77 0.98 252.26 10.95 –232.66 –8.34 DXY (96.54)
1680.11 1413.20 Value-v 1601.59 1555.26 1601.59 13.26 0.83 188.39 13.33 –54.14 –3.27 0
3114.73 2313.21 Growth-v 2682.44 2555.18 2682.44 27.73 1.04 276.28 11.48 –392.55 –12.77
3406.42 2821.73 MidCap 3054.64 2921.80 3054.64 38.76 1.29 171.18 5.94 –265.40 –7.99 EURO in $
s
Others s
10202.83 8667.30 Value Line-a 9418.64 9052.54 9418.64 93.98 1.01 704.63 8.09 –502.29 –5.06 -5
YEN in $
696.40 606.81 Value Line-g 630.61 606.81 630.61 5.08 0.81 12.47 2.02 –41.33 –6.15
16368.58 13237.45 DJ US Small TSM13952.05 13312.75 13952.05 169.81 1.23 –679.76 –4.65 –1302.00 –8.54
1096.30 914.80 Barron's Future Focus 949.46 914.80 949.46 5.39 0.57 6.46 0.68 –111.41 –10.50
1127.20 904.45 Barron's 400 1014.28 971.60 1014.28 9.50 0.95 101.28 11.09 –91.99 –8.32 -10
M A M J J A S O N D J F
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec.
31,1965=50 z-Dec. 31,2002=5000 Source: Tullett Prebon
Market Laboratory
DOW JONES U.S. TOTAL MARKET INDUSTRY GROUPS US TREASURY BILLS
Net Change % Change and Ranking 52 Week Wkly Ask
Coming Earnings
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Maturity Bid Asked Chg. Yld. Day Consensus Year
Nonferrous Metals DJUSNF 619.88 + 44.41 61.67 +7.72 [1] +29.88 [16] +11.05 [9] +51.75 619.88 407.73 Mar 01 '22 0.01 .... -0.01 .... Estimate Ago
Steel DJUSST 446.20 + 29.43 43.22 +7.06 [2] +73.23 [2] +10.72 [10] +19.82 446.20 251.63 Mar 03 '22 0.03 0.02 -0.01 0.02 Continued from page 13
Industrial Metals & Mining DJUSIM 472.81 + 29.36 52.03 +6.62 [3] +54.48 [3] +12.36 [7] +31.89 472.81 294.34 Mar 08 '22 0.02 0.01 -0.01 0.01
Brewers DJUSDB 588.90 + 33.04 2.97 +5.94 [4] –26.05 [136] +.51 [36] –3.24 965.88 539.25
Mar 10 '22 0.03 0.02 .... 0.02 T
Mar 15 '22 0.01 .... -0.02 ....
Defense DJUSDN 530.28 + 28.92 45.02 +5.77 [5] +24.34 [28] +9.28 [14] +7.75 530.28 415.33 Mar 17 '22 0.03 0.02 0.01 0.02
Hewlett Packard Enterprise (Q1) 0.46 0.52
Financial Administration DJUSFA 582.25 + 27.91 –158.98 +5.03 [6] –31.94 [138] –21.45 [135] +4.96 963.70 537.51 Mar 22 '22 0.03 0.02 .... 0.02 Kohl’s (Q4) 2.11 2.22
Medical Equipment DJUSAM 2729.34+ 130.09 –295.03 +5.00 [7] +8.66 [84] –9.76 [89] +16.21 3,083.38 2,414.08 Mar 24 '22 0.05 0.04 -0.01 0.04 Nordstrom (Q4) 1.00 0.21
Basic Resources DJUSBS 352.33 + 16.37 36.84 +4.87 [8] +42.55 [8] +11.68 [8] +26.92 352.33 238.43 Mar 29 '22 0.06 0.05 -0.01 0.05
Media Agencies DJUSAV 585.45 + 26.25 –54.92 +4.69 [9] –28.40 [137] –8.58 [83] –.88 879.24 529.57 Mar 31 '22 0.06 0.05 -0.02 0.05 salesforce.com (Q4) 0.75 1.04
Trucking DJUSTK 1435.48 + 55.05 –198.00 +3.99 [10] +22.13 [32] –12.12 [103] +20.69 1,637.72 1,175.94 Apr 05 '22 0.10 0.09 .... 0.09 Target (Q4) 2.85 2.67
Apr 07 '22 0.10 0.09 -0.01 0.09
Gambling DJUSCA 701.48 + 26.23 –7.69 +3.88 [11] –25.25 [135] –1.08 [40] –3.64 1,050.13 615.74 W
Apr 12 '22 0.10 0.09 -0.02 0.09
Health Care Equip & Svcs DJUSMC 2371.55 + 86.14 –185.53 +3.77 [12] +16.18 [55] –7.26 [73] +16.21 2,571.73 1,997.91 Apr 14 '22 0.12 0.11 .... 0.11
Medical Supplies DJUSMS 1464.59 + 51.30 –72.96 +3.63 [13] +14.22 [66] –4.75 [55] +19.23 1,572.38 1,229.11
Dollar Tree (Q4) 1.78 2.13
Apr 19 '22 0.15 0.14 -0.05 0.14
Aerospace & Defense DJUSAE 1591.86 + 53.16 107.39 +3.45 [14] +17.69 [44] +7.23 [19] +1.13 1,591.86 1,325.39 Apr 21 '22 0.18 0.17 -0.01 0.17 Okta (Q4) -0.09 -0.24
Software DJUSSW 5056.19+ 168.71 –814.20 +3.45 [15] +12.70 [73] –13.87 [116] +27.80 6,238.14 4,290.76 Apr 28 '22 0.19 0.18 -0.03 0.18 Snowflake (Q4) 0.04 0.03
Gas Distribution DJUSGU 300.48 + 10.00 –1.10 +3.44 [16] +16.42 [50] –.37 [38] –2.01 304.34 250.58 May 05 '22 0.24 0.23 -0.02 0.23
Victoria Secret (Q4) 2.63 ....
Water DJUSWU 3215.09+ 102.39 –667.75 +3.29 [17] +6.15 [91] –17.20 [127] +13.23 3,882.84 2,790.17 May 12 '22 0.28 0.27 -0.03 0.28
Pipelines DJUSPL 648.09 + 19.96 50.69 +3.18 [18] +25.65 [25] +8.48 [16] –1.65 664.25 500.69 May 19 '22 0.31 0.30 -0.03 0.31 TH
May 26 '22 0.32 0.31 -0.05 0.31
Software & Computer Svcs DJUSSV 4657.70+ 142.65 –828.76 +3.16 [19] +9.56 [81] –15.11 [121] +24.45 5,801.38 4,097.40 Big Lots (Q4) 1.89 2.59
Jun 02 '22 0.33 0.32 -0.05 0.33
Internet DJUSNS 3039.63 + 91.25 –645.17 +3.09 [20] +4.74 [96] –17.51 [128] +23.16 3,942.76 2,821.34 Jun 09 '22 0.38 0.37 -0.03 0.38 Broadcom (Q1) 8.13 6.61
Net Change % Change and Ranking 52 Week Jun 16 '22 0.41 0.40 -0.03 0.41
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
Costco Wholesale (Q2) 2.75 2.14
Jun 23 '22 0.45 0.44 -0.02 0.45
Aluminum DJUSAL 265.95 – 1.20 62.41 –.45 [101] +204.58 [1] +30.66 [2] +39.33 267.14 83.87 Jun 30 '22 0.46 0.45 -0.01 0.46 (Earnings are diluted and report dates are tentative. All fore-
Jul 07 '22 0.55 0.54 0.03 0.55 casts and historical numbers exclude extraordinary items by
Steel DJUSST 446.20 + 29.43 43.22 +7.06 [2] +73.23 [2] +10.72 [10] +19.82 446.20 251.63
Jul 14 '22 0.58 0.57 0.03 0.57 accounting definitions.)
Industrial Metals & Mining DJUSIM 472.81 + 29.36 52.03 +6.62 [3] +54.48 [3] +12.36 [7] +31.89 472.81 294.34 Source: FactSet
Jul 21 '22 0.58 0.57 0.03 0.58
Exploration & Production DJUSOS 816.81 + 4.47 147.56 +.55 [77] +51.84 [4] +22.05 [5] +7.75 845.21 508.00
Jul 28 '22 0.60 0.59 0.05 0.60
Oil & Gas Producers DJUSOG 659.59 + 9.81 124.07 +1.51 [48] +44.65 [5] +23.17 [4] +3.66 676.31 426.69 Aug 04 '22 0.63 0.62 0.03 0.63
Transportation Svcs DJUSTS 400.03 + 9.55 –16.81 +2.44 [28] +44.02 [6] –4.03 [53] +27.21 460.88 282.93 Aug 11 '22 0.68 0.67 0.06 0.68
Food Retailers & Whlslrs DJUSFD 834.02 + 12.53 –45.64 +1.53 [47] +42.94 [7] –5.19 [57] +26.61 880.10 565.02 Aug 18 '22 0.67 0.66 0.05 0.67
Basic Resources DJUSBS 352.33 + 16.37 36.84 +4.87 [8] +42.55 [8] +11.68 [8] +26.92 352.33 238.43 Aug 25 '22 0.70 0.69 .... 0.70 YEARLY HIGH/LOWS GOLD PRICES
Full Line Insurance DJUSIF 60.09 + .97 4.53 +1.64 [45] +40.66 [9] +8.16 [17] +12.76 60.36 42.39 Sep 08 '22 0.68 0.67 0.05 0.68
Integrated Oil & Gas DJUSOL 576.31 + 13.37 112.20 +2.38 [30] +38.81 [10] +24.18 [3] +.69 592.43 385.74 Oct 06 '22 0.72 0.71 0.05 0.72 The yearly Gold price; with a high/low range based on
Food & Drug Retailers DJUSDR 1046.95 + 12.29 –52.85 +1.19 [53] +34.95 [11] –4.81 [56] +17.63 1,103.03 758.43 Nov 03 '22 0.69 0.68 0.01 0.69 the daily close.
Dec 01 '22 0.70 0.69 -0.09 0.70
Computer Hardware DJUSCR 8244.44– 147.04 –654.23 –1.75 [121] +34.85 [12] –7.35 [75] +50.45 9,111.11 5,911.34 Dec 29 '22 0.96 0.95 0.06 0.97 Year High Date Low Date
Residential REITs DJUSRN 299.24 + 7.73 –25.60 +2.65 [24] +32.33 [13] –7.88 [78] +11.75 324.95 220.15 Jan 26 '23 0.98 0.97 0.01 0.99
Specialty Finance DJUSSP 542.36 + 5.40 –80.70 +1.01 [59] +31.86 [14] –12.95 [111] +30.34 652.34 409.47 2022 1936.30 Feb. 24 1789.35 Jan. 06
Feb 23 '23 1.11 1.10 .... 1.13
Oil Equipment & Svcs DJUSOI 238.83 – .93 56.69 –.39 [98] +31.62 [15] +31.12 [1] –6.80 247.52 155.99 2021 1943.20 Jan. 04 1683.95 Mar. 30
2020 2067.15 Aug. 06 1474.25 Mar. 19
Nonferrous Metals DJUSNF 619.88 + 44.41 61.67 +7.72 [1] +29.88 [16] +11.05 [9] +51.75 619.88 407.73
Reinsurance DJUSIU 398.95 + 5.20 24.78 +1.32 [50] +29.60 [17] +6.62 [20] +15.59 405.04 304.06 NYSE HALF-HOURLY VOLUME 2019 1546.10 Sept. 04 1269.50 Apr. 23
Oil Equip, Svcs & Distri DJUSOQ 331.95 + 4.36 52.87 +1.33 [49] +28.72 [18] +18.95 [6] –4.78 337.49 247.48
Daily 2/21 2/22 2/23 2/24 2/25
2018 1354.95 Jan. 25 1178.40 Aug. 17
Technology Hardware & Equip DJUSTQ 4111.10 + 5.73 –471.36 +.14 [87] +28.34 [19] –10.29 [91] +37.82 4,677.98 3,045.19 2017 1346.25 Sept. 08 1151.00 Jan. 03
Health Care Providers DJUSHP 3119.82 + 69.90 –139.86 +2.29 [32] +28.05 [20] –4.29 [54] +15.43 3,277.88 2,438.35 9:30-10:00 ... 148,650 122,859 241,485 147,217 2016 1366.25 July 06 1077.00 Jan . 05
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg 10:00-10:30 ... 56,144 54,907 95,560 64,813 2015 1295.75 Jan. 22 1049.40 Dec. 17
column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours.
10:30-11:00 ... 47,700 46,474 75,827 54,506 2014 1385.00 Mar. 14 1142.00 Nov. 05
11:00-11:30 ... 47,228 41,413 63,183 47,514 2013 1693.75 Jan. 02 1192.00 June 28
11:30-12:00 ... 36,145 37,472 52,294 40,624
2012 1791.75 Oct. 04 1540.00 May 30
2011 1895.00 Sept. 06 1319.00 Jan. 28
AMERICAN DEBT AND DEFICITS 12:00-12:30 ... 37,630 35,019 47,653 35,766
Latest Preceding Year AgoYear over Year 12:30-1:00 ... 32,945 32,310 46,611 40,496
Report Report Report % Chg 1:00-1:30 ... 35,358 35,396 44,617 37,194 SELECTED INITIAL PUBLIC OFFERINGS
Federal Budget Deficit (bil. $)-a ......................................... 920FY'22 966FY'21 1,083FY'20 …. 1:30-2:00 ... 40,718 35,256 61,017 38,337
Budget Surplus/Deficit (bil. $)-b, January........................ +118.70 –21.30 –162.83 -172.90 Initial Most
2:00-2:30 ... 51,007 39,462 57,156 36,795 Ticker Offer IPO Recent %
Trade Deficit (bil. $, sa)-c, December................................. –80.73 r-79.33 –65.80 22.69
Treasury Gross Public Debt. (bil. $)-d ............................... 30,147.7 30,026.3 27,270.0 10.55 2:30-3:00 ... 50,435 41,436 62,656 40,907 Code Price Date Price Chg
Treasury Statutory Debt Limit (bil. $)-d............................. 31,381.5 31,381.5 …. …. 3:00-3:30 ... 55,110 49,826 64,640 48,932 NONE
Consumer Installment Debt (bil. $)-e, December ........... 4,431.2 r4,412.3 4,184.2 5.90 3:30-4:00 ... 457,844 439,909 553,340 482,527
PULSE OF THE ECONOMY

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg
Gross domestic product ................................................................ 4th Qtr 7.0 2.3 4.5 4.90 Gasoline, (thous. bbls) .................................................................. Feb 18 246,479 247,061 257,096 –4.13
Personal income, (bil. $)................................................................ Jan 21,043.6 r21,035 21,453.6 –1.91 Orders
Personal Savings Rate, St.Louis Fed .............................................. Jan 6.4 r8.2 19.9 –67.84
All fixed investment, (bil. $)............................................................ 4th Qtr 3,607.8 3,585.0 3,456.6 4.37 Durable goods, (bil. $) ................................................................... Jan 277.5 r273.2 256.6 8.14
Non–residential investment, (bil. $) ............................................... 4th Qtr 2,907.0 2,884.8 2,726.2 6.63 Trade
Residential investment, (bil. $) ...................................................... 4th Qtr 696.0 694.2 708.2 –1.72
Exports, (bil. $).............................................................................. 4th Qtr 2,396.6 2,273.0 2,279.0 5.16
Production Imports, (bil. $) ............................................................................. 4th Qtr 3,738.3 3,589.6 3,411.8 9.57
Electric power, (mil. kw hrs) (EEI) .................................................. Feb 12 79,531 84,301 85,601 –7.09 Inflation
Petroleum, related capacity, % ...................................................... Feb 18 87.4 85.3 68.6 27.41
JOC–ECRI Industrial Price Index f .................................................. Feb 25 162.83 160.21 128.74 26.48
Rotary rigs running, U.S. & Can., (Hughes) .................................... Feb 25 874 865 565 54.69
Gross domestic product deflator.................................................... 4th Qtr 7.1 6.0 2.2 222.73
Steel, (thous. tons) ........................................................................ Feb 19 1,764 1,758 1,745 1.09
Steel, rated capacity, % (AISI)........................................................ Feb 19 80.1 79.8 77.0 4.03 Employment
Consumption and Distribution Initial jobless claims (thous.) ........................................................ Feb 19 232 r249 747 –68.94
Continuing claims (mil.) ................................................................ Feb 12 1,476 r1,588 4,469 –66.97
Durable goods (bil. $) .................................................................... Jan 270.4 r267.3 260.6 3.76
Instinet Research Redbook Avg. (monthly %) ................................ Feb 19 –8.15 17.47 –0.61 …. Construction
Baltic Dry Index ............................................................................. Feb 24 2,187 1,886 1,675 30.57
Home Price Index S&P Case–Shiller – Comp. 10 (SA) .................... Dec. 297.67 294.45 254.18 17.11
New home sales, (thous. units)...................................................... Jan 801 r839 993 –19.34
Personal consumption, (bil. $)....................................................... 4th Qtr 13,836.7 13,723.4 12,927.9 7.03 Other Indicators
Inventories Consumer confidence (Conference Board) .................................... Feb 110.5 r111.1 91.3 21.03
Citi Research Panic–Euphoria Reading .......................................... Feb 25 0.02 0.03 1.03
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) ........... Feb 18 416,022 411,508 463,042 –10.15 a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h-benchmark revision, 2016 equals 100. r-Revised.
Market Laboratory
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Bitfarms GlbXAgTech Nasdaq7HANDL TianRuixiang CloverLeafCapRt ImpelNeuro Personalis WelsbachTechRt
Brown-Forman March 3 10:00AM Q3 Blackbaud GlbXAI&Tech Natera TioTechA ClovisOncology InceptionGrowthWt PetcoHealth WestportFuelSys
Cooper Companies March 3 5:00PM Q1 BlackDiamond GlbXAltIncome NationalBeverage TivicHealth CNS Pharm IndaptusTherap PetIQ WhereFoodComes
BlackLine GlbXCleanTech NationalVision TizianaLife Co-Diagnostics InfinityPharm PetrosPharm WholeEarthBrds
DENTSPLY SIRONA February 28 8:30AM Q4 bleuacaciaWt GlbXCleanWater NatlInstruments TKBCriticalTech1Wt CocrystalPharma Infobird PetVivoWt WholeEarthBrdsWt
Dollar Tree March 2 9:00AM Q4 BlockchainMoon GlbXCloudComp NatrlOrderAcqnWt TLGY Acqn Wt CodeChainNew InhibikaseTherap PharmaCyteBiotech WilhelminaIntl
BlockchainMoonWt GlbXDAXGermany NaturalAlt TonixPharm CodereOnlineLuxem InMedPharm PhaseBioPharm Willdan
Domino's Pizza March 1 10:00AM Q4 bluebirdbio GlbXecomm NautilusBiotech ToughBuiltInds CodereOnlineWt Innodata PhoenixBiotechWt WiMiHologram
Hewlett Packard Enterprise March 1 5:00PM Q1 BlueHatInt GlbXFinTech NavientNts2043 TPBAcqnIA CodiakBioSci InnovativeIntlWt Pinduoduo WindtreeTherap
BluejayDiag GlbXGen&Biotech NavitasSemi TPBAcqnIWt CoffeeHolding InovioPharma PineTechWt WintrustFinPfdE
Hormel Foods March 1 10:00AM Q1 BlueOceanA GlbXInternetThings nCino TPG CogentBio Inpixon PioneerBancorp WinVestAcqnRt
HP February 28 5:00PM Q1 BlueOceanAcqn GlbXMillCnsmr NecessityRetail TPIComposites Cognex InspiraTechWt PioneerMerger WinVestAcqnWt
J M Smucker o March 1 9:00AM Q3 BlueprintMed GlbXMSCISuperDiv NektarTherap TradeUPAcqnWt CognitionTherap InstilBio PliantTherap WisdomTreeInvs
BlueSafariRt GlbXNasd100Col NeoGames TransMedics Cohbar IntegralAcqn1Wt PLxPharma WisdTrChinaxSOE
Nielsen February 28 8:00AM Q4 BlueStarFoods GlbXNasd100Cv NeoGenomics TreanInsurance CoherusBioSci IntegraLifeSci PMV Pharm WisdTrCloud
ONEOK March 1 11:00AM Q4 BlueWaterVac GlbXNasd100RiskMgd NeoleukinTherap Trevena Cohu Intel PolarityTE WisdTrEM CpBd
BlueWhaleAcqnIWt GlbXNasd100Tail Neonode TreviTherap CoinbaseGlbl Intellicheck PolarPower WisdTrEMQualDivGrw
Ross Stores March 1 4:15PM Q4 BoneBiologics GlbXS&PCathDvxUS NeptuneWellness Trimble ColorStarTech IntelligentMedWt PolyPid WisdTrIntRtHYBd
Salesforce.Com March 1 5:00PM Q4 BoneBiologWt GlbXSocialMedia NerdWallet TrinityBiotech Comcast A InvsBull22HYCpBd PopCulture WisdTrIntUSAgg
BorqsTechs GlbXSuperDivdREIT Netgear TroikaMedia CompassDigitalWt InvsBull23HYCpBd PorchGroup WisdTrUSSCQltyDiv
SBA Communications February 28 5:00PM Q4 BPP 5.75%Pfd3A GlbXTelemed NeuBaseTherap TRowePrice CompassPath InvsBull24HYCpBd PortageBiotech WISeKey
Source: CCBN, www.ccbn.com Braze GlbXVideoGames NeuroBoPharm TrueCar CompoSecure InvsBull25HYCpBd PortageFintechA Wix.com
BrickellBiotech GlenfarneMergerWt Neuronetics TRxADEHEALTH Compugen InvsBull26HYCpBd PortageFintechWt Workday
Market Laboratory
MONEY RATES CBOE PUT/CALL RATIO vs S&P 100 FOREIGN EXCHANGE
Latest Prev. Yr Ago Readings in the CBOE equity put-call ratio of 60:100 Friday, February 25, 2022 Foreign Foreign U.S. $ in U.S. $ in
Week Week and in the S&P 100 of 125:100 are considered bullish, The New York foreign exchange mid-range rates are quoted at 5 Currency Currency Foreign Foreign
p.m. Eastern time by Tullett Prebon. Retail transactions pro- in U.S.$ in U.S.$ Currency Currency
Discount Rate (NY) 0.25 0.25 0.25 for instance. Bearish signals flash when the equity Country Fri. Last Fri. Fri. Last Fri.
put-call level reaches the vicinity of 30:100 and the vide fewer units of foreign currency per dollar.
Prime Rate (base) 3.25 3.25 3.25 index ratio hits 75:100. Foreign Foreign U.S. $ in U.S. $ in South Korea (Won) .0008348 .0008363 1197.89 1195.75
Currency Currency Foreign Foreign
Fed Funds Rate Sri Lanka (Rupee) .0050 .0049 202.0000 202.5100
in U.S.$ in U.S.$ Currency Currency
Avg effective offer 0.08 0.08 0.07 S&P 100 CBOE Country Fri. Last Fri. Fri. Last Fri. Sweden (Krona) .1066 .1064 9.3848 9.3964
Avg weekly auction-c 0.08 0.08 0.08 Switzerland (Franc) 1.0804 1.0851 .9256 .9216
8.00 0.70 Argentina (Peso)-y .0093 .0094 107.4596 106.7850 Taiwan (Dollar) .03574 .03590 27.979 27.856
T-Bills Rate CBOE Australia (Dollar) .7231 .7176 1.3829 1.3935
S&P 100 Thailand (Baht) .03081 .03112 32.460 32.130
s
s
13 weeks, Coupon Yield 0.386 0.447 0.030 Bahrain (Dinar) 2.6522 2.6525 .3771 .3770 Turkey (New Lira)-d .0724 .0732 13.8208 13.6553
13 weeks, Auction Rate 0.380 0.440 0.030 6.50 0.63 Brazil (Real) .1937 .1946 5.1630 5.1393 Ukraine (Hryvnia) .0333 .0351 30.0500 28.4500
26 weeks, Coupon Yield 0.722 0.784 0.046 Bulgaria (Lev) .5755 .5793 1.7375 1.7262 U.K. (Pound) 1.3416 1.3588 .7454 .7359
26 weeks, Auction Rate 0.710 0.770 0.045 Canada (Dollar) .7869 .7842 1.2708 1.2752 Uruguay (Peso) …… .. …… .. …… .. …… ..
Avg weekly auction-c 0.38 0.32 0.04 Chile (Peso) .001247 .001248 802.19 801.25 Financial .02365 .02322 42.285 43.075
5.00 0.56 .1583 .1581 6.3171 6.3256 ----
China (Renminbi)
Broker Call Rate 2.00 2.00 2.00 Colombia (Peso) .0002555 .0002544 3913.70 3931.17 Euro 1.1272 1.1322 .8871 .8833
Croatia (Kuna) .1488937 .1502426 6.72 6.66 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
Bankers Acceptances 3.50 0.49 British, and Japanese currencies. Source: International Monetary Fund.
Czech. Rep. (Koruna) …… .. …… .. …… .. …… ..
1 month 0.12 0.12 0.12 a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
Commercial rate .04556 .04659 21.949 21.464 2005. y-floating rate.
2 months 0.14 0.14 0.13 Denmark (Krone) .1515 .1522 6.6015 6.5705
3 months 0.16 0.16 0.15 2.00 0.42 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
6 months 0.20 0.20 0.20 Egypt (Pound)-y .0635 .0635 15.7454 15.7416
Euro Libor Rate Hong Kong (Dollar) .1281 .1282 7.8084 7.8005
1 month DiscontinuedDiscontinued -0.579 0.50 0.35 Hungary (Forint) .003091 .003172 323.55 315.21
FM A M J J A S O N D J F Iceland (Krona) .007983 .008030 125.26 124.53 ARMS INDEX
3 months at at -0.552
India (Rupee) .01332 .01339 75.055 74.687
6 months year year -0.513 Source: CBOE
Indonesia (Rupiah) .0000696 .0000698 14367 14328
12 months end end -0.480 The Arms index, also known as the short term trading index, is a number
Israel (Shekel) .3096 .3123 3.2298 3.2016
.008657 .008693 115.51 115.03
derived by dividing one quotient into another quotient. The numerator in
Libor Interbank Rate Japan (Yen)
the index is the number of advancing stocks divided by the number of
1 month 0.23 0.17 0.12 INVESTOR SENTIMENT READINGS Kazakhstan (Tenge) .002178 .002334 459.06 428.48
declining stocks. As of 3/14/11, the denominator in the index is now the
3 months 0.52 0.48 0.19 Kuwait (Dinar) 3.2999 3.3075 .3030 .3023
High bullish readings in the Consensus stock index or in the Macau (Pataca) .1243 .1244 8.0480 8.0380 compositevolumeofadvancingstocksdividedbythecompositevolumeof
6 months 0.83 0.78 0.20 Market Vane stock index usually are signs of Market tops; low Malaysia (Ringgit)-b .2381 .2389 4.2000 4.1860 declining stocks.
12 months 1.33 1.29 0.28 ones, market bottoms. Mexico (Peso) …… .. …… .. …… .. …… .. Daily 2/21 2/22 2/23 2/24 2/25
Foreign Prime Rates Last 2 Weeks 3 Weeks
Floating rate .0491 .0493 20.3463 20.2941
Week Ago Ago
Canada 2.45 2.45 2.45 New Zealand (Dollar) .6745 .6697 1.4826 1.4932 NYSE ... 1.21 .95 1.21 1.09
Germany 0.00 0.00 0.00 Consensus Index Norway (Krone) .1132 .1112 8.8312 8.9922 NYSE American ... .24 .32 .13 2.19
Japan 1.475 1.475 1.475 Consensus Bullish Sentiment 56% 59% 58% Oman (Rial) 2.5972 2.5977 .3850 .3850 Nasdaq ... .93 1.13 .40 .78
Switzerland 0.00 0.00 0.00 Pakistan (Rupee) .00564 .00567 177.400 176.300
Source: Consensus Inc., P.O. Box 520526,Independence, Mo.
Britain 0.50 0.50 0.10 Historical data available at (816) 373-3700. editor@consensus-inc.com Philippines (Peso) .01949 .01945 51.318 51.427
Poland (Zloty) .2433 .2500 4.1105 4.0005
Other Money Rates AAII Index Qatar (Rial) .2746 .2746 3.6413 3.6410 BARRON'S GOLD MINING INDEX
Fannie Mae Home Loan: Bullish 23.4% 19.2% 24.4% Russia (Ruble)-a .01192 .01293 83.863 77.352
30-Year Fixed Conv 3.51 3.44 2.49 Bearish 53.7 43.2 35.5 12-Month Year Week %
Saudi Arabia (Riyal) .2666 .2665 3.7515 3.7524
Bank money market-z 0.07 0.07 0.08 Neutral 22.9 37.6 40.2 High Low 2/24 2/17 Ago Chg.
Singapore (Dollar) .7390 .7430 1.3532 1.3459
Interest Checking-z 0.03 0.03 0.04 Source: American Association of Individual Investors, South Africa (Rand) .0660 .0661 15.1428 15.1196 1147.72 883.49 Gold mining 1104.00 1112.24 940.33 –0.74
6-Month Certif-z 0.12 0.12 0.14 625 N. Michigan Ave., Chicago, Ill. 60611 (312) 280-0170.
12-Month Certif-z 0.19 0.19 0.20 Market Vane
30 Month Accounts-z 0.25 0.25 0.21 Bullish Consensus 58% 60% 60%
5-Year Certificates-z 0.36 0.35 0.33 FEDERAL RESERVE DATA BANK GOLD & SILVER PRICES
Source: Market Vane, P.O. Box 90490,
U.S. Savings EE Bonds: Pasadena, CA 91109 (626) 395-7436. Year
Prev. Year
Long-Term (5yrs+) 0.10 0.10 0.10 TIM Group Market Sentiment Handy & Harman 2/25 2/18 Ago
Member Bank Latest Week Ago
c-Annualized yields, adjusted for constant maturity, reported by Indicator 44.4% 43.4% 46.6% Reserve Chgs. (Mil. $) Week Change Change Gold, troy ounce 1884.80 1893.60 1742.85
the Federal Reserve on a weekly average basis. Source: TIM Group, 3 Columbus Circle, Suite 1592 Silver, troy ounce 24.71 23.80 27.79
Sources: Tullett Prebon information, Ltd. New York, NY 10019 (844) 207-1445. timsupport@timgroup.com One week ended Feb 23: Base for pricing gold and silver contents of shipments and for
Factset. z-Bankrate.com. making refining settlement.
U.S. Gov't securities: Price Premium Premium
Bought outright 8,457,097 + 39,261 +1,428,420 Coins $ %
WEEKLY BOND STATISTICS
Federal agency secur: Krugerrand 1961.75 75.45 4.00
Last Prev. Yr Ago Last Prev. Yr Ago Bought outright 2,347 .... .... Maple Leaf 1980.62 94.32 5.00
Week Week Week Week Week Week Mexican Peso 2282.31 8.00 0.35
Reserve bank credit: Austria Crown 1851.95 3.00 0.16
New Offerings, (mil $) (v) Bond Buyer 20 Bond Index (Index of yields of 20 Primary Credit 1,419 + 661 -612 Austria Phil 1980.62 94.32 5.00
Corporate (z) 16,612 r33,148 29,216 general obligation municipal bonds.) U.S. Eagles 1980.62 94.32 5.00
Secondary Credit .... .... ....
Municipal (z) 5,073 r4,051 10,535 2.51 2.54 2.44 Premium is the amount over the value of the gold content in the
Seasonal Credit .... .... ....
Best Grade Bonds-y (Barron's index of 10 high-grade Bond Buyer Municipal Bond Index (Index of 40 coin. Source Manfra, Tordella & Brookes, Inc.
Float -138 + 1 -120 Bullion spot gold price 1886.30
corporate bonds.) actively-traded tax-exempt bonds; component issues are
Other F.R. Assets 31,856 -10,226 + 1,506
2.60 2.48 1.64 changed regularly to keep the index a current picture of the
market. Source: The Bond Buyer Total Fed Credit # 8,885,594 + 27,049 +1,334,180
Interm-Grade Bonds-y (Barron's index of 10 GOLD PERFORMANCE
medium-grade corporate bonds.) 3.66 3.69 3.55 Gold stock 11,041 .... ....
3.72 3.47 2.91 Stock/Bond Yield Gap-s (Difference between yield on SDR Certif. Accounts 5,200 .... .... Sell the Invasion: After a month’s run-up
Confidence Index (High-grade index divided by inter- highest-grade corporate bonds and yield on stocks on the DJIA.) Treas. Curr. Outst. 50,954 + 14 + 457 in gold, prices slipped 0.6% as rumors of40
mediate-grade index; decline in latter vs. former generally -0.73 -0.62 +.28 Total 8,973,116 + 27,047 +1,332,995
Russia’s war on Ukraine turned real.
indicates rising confidence, pointing to higher stocks.) Yield on DJ Equal Weight US Corp Bond Idx: Currency in circ 2,237,368 + 5,311 + 135,257
30
69.9 71.4 56.3 Treas. Cash Hldgs 34 + 3 -45
Corp Bonds, (y) 3.31 3.21 2.32
Other Confidence Indicators: Treas. Fed Deposits 697,838 + 5,297 -832,139 Barron's Gold Mining Index (1104.00)
v-Week ended Thursday. y-Yield to maturity, week ended Thursday.
z-Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Foreign Fed Deposits 7,238 + 1,448 -14,852 20
Bloomberg Barclays US Long Treasury*(This
s
Other Fed Deposits 246,662 -2,442 -64,483
index measures the performance of fixed-rate, nominal US
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) Other FR liab/cap 48,096 + 384 -2,311
10
4154.25 4197.26 4291.65 ADJUSTABLE MORTGAGE BASE RATES Total factors 5,203,247 + 57,151 + 932,146
Reserves F.R. banks 3,769,869 -30,104 + 400,849
Bloomberg Barclays US Credit (This index YOY
includes all publicly issued, fixed-rate, non-convertible, invest- Feb 25 Feb 18 Yr. Ago % Chg 3,449,284 + 1,395 -97,586 0
Fgn hold U.S. debt
ment-grade, dollar-denominated, SEC-registered corporate s
1 Year Treas Bills 1.08 0.98 0.07 1442.86
debt. All issues have at least one year to maturity and outstand- Reserve Aggr (Mil. $) Latest Prev. Month % Year Handy & Harman Gold Price
2 Year Treas Notes 1.53 1.42 0.12 1175.00 -10
ing par value of at least $250 million. Jan. 1, 1973=0.) (v) 3 Year Treas Notes 1.75 1.65 0.22 695.45 Month Ended October: Month Month Chg. Ago
3136.39 3157.37 3248.66 5 Year Treas Notes 1.88 1.84 0.57 229.82 Total Reserves: 4,128,100 4,193,200 -1.55
Ryan Labs Treasury Index (Index of total return from 10 Year Treas Notes 1.99 1.95 1.31 51.91 Nonborrowed Res 4,073,500 4,124,600 -1.24 -20
active Treasury notes and bonds. Dec. 31, 1996=100.) 20 Year Treas Bds 2.36 2.31 1.93 22.28 Borrowed Reserves 54,559 68,568 -20.43 M A M J J A S O N D J F
11th District % Dec 0.223 0.223 0.457 -51.20
301.95 301.73 311.58 Monetary Base 6,331,000 6,388,900 -0.91
FHFA PMMS+ 0.87 0.87 2.70 -67.78
Market Laboratory
Top 5 Insider Purchases by Company in 2022 WEEK'S DIVIDEND PAYMENT WEEK'S EX-DIVIDEND DATES
Number of Number of Avg.
Company Symbol Insiders Shares $ Value Price This list includes payouts on common stocks. This list includes payouts on common stocks.
Entera Bio Limited .......................................... ENTX 9 73,832 199,769 $ 2.71 NYSE NYSE
Colony Bankcorp ........................................... CBAN 8 32,500 536,250 $ 16.50
Monday ConocoPhillips .46 Jabil .08 Tuesday (March 3) Eneti .01
Inotiv ............................................................... NOTV 8 35,406 796,651 $ 22.50 (February 28)
CURO Group Holdings .11 MGIC Investment .08
(March 1) Bank of America .21 FedEx .75
Enbridge .678 Neenah .475 Barclays ADR .217 Molson Coors A .38
Bridgebio Pharma........................................... BBIO 7 158,311 2,274,550 $ 14.37 Ameriprise Financial 1.13
Enbridge .675 Southern Copper 1.00
Avery Dennison .68
Molson Coors B .38
Dana .10
Newtek Business Services ............................ NEWT 7 5,880 161,640 $ 27.49 AmerisourceBergen .46 Century Communities .20
Apollo Global Mgmt A .40
Entergy
EQT Corp
1.01
.125
Thursday EnPro .28 Dominion Energy .668 Nike Cl B
Tootsie Roll Indus
.305
.09
Applied Indl Techs .34 (March 3) Flex LNG .75 Flowers Foods .21
Top 5 Insider Sales by Company in 2022 ARC Document Soltions .05
Essential Utilities .268
Affiliated Managers .01 Goldman Sachs 2.00 FNB Corp .12 Tronox Holdings .125
Artisan Ptrs Asst Mgmt 1.03
FirstEnergy .39
Carpenter Technology .20 Greenhill .10 Gallagher .51 Saturday
Number of Number of Avg. Artisan Ptrs Asset Mgmt .72
Ford Motor .10
Cummins 1.45 Halliburton .12 Genuine Parts .895 (March 5)
Company Symbol Insiders Shares $ Value Price Bank of Montreal 1.062
Fortis .422
Discover Finl Svcs .50 Houlihan Lokey Cl A .43 Hamilton Beach Brands .10 NONE
Genie Energy .075 Kimberly-Clark 1.16
Tradeweb Markets .......................................... TW 12 527,146 49,184,738 $ 93.30 CF Industries Holdings .30
CMS Energy .46
JM Smucker .99
Matson
MiX Telematics ADR
.30
.05
Kinsale Capital Group
Piper Sandler
.13
.60 Knight-Swift Transport .12 Sunday
Salesforce.Com ............................................. CRM 11 67,364 15,326,309 $ 227.51 Danaos .75
Kemper Corp .31
Murphy USA .29 Piper Sandler 4.50 Matador Resources .05 (March 6)
Kennametal .20 North Amer Constrction.063 NONE
Chevron .......................................................... CVX 10 636,350 85,507,968 $ 134.37 Helmerich & Payne .25
Kroger Co .21
PHX Minerals .015 Scorpio Tankers .10
Hess ................................................................ HES 9 435,799 39,754,250 $ 91.22 Hilltop Holdings .15
Magnolia Oil & Gas .20
Radian Group .20 Sun Life Financial .519 Olin Corp .20 Monday
IDACORP .75 TJX Cos .26 Waste Connections .23 Owens Corning .35
(March 7)
Monolithic Power Systems ............................ MPWR 9 87,720 37,316,853 $ 425.41 Murphy Oil .15 RE/MAX Holdings Cl A .23
Invitation Homes .22
Penske Automotive .47
Valero Energy .98 Wednesday Stepan Co .335
Autoliv .64
STOCK SPLITS/DIVIDENDS
Janus Henderson Group .38
Lindsay .33
Phillips 66 .92 Friday (March 2) Suncor Energy .331
Brown-Forman Cl A
Brown-Forman Cl B
.189
.189
Pinnacle West Capital .85 (March 4) Armstrong Wrld Ind .231 Tapestry .25
Maximus .28 Edgewell Personal Care .15
Record Ex-Dividend Payment Moog A .26
Reinsurance Grp Amrica .73 Cable One 2.75 Eversource Energy .637 TEGNA .095
First American Financial .51
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Moog B .26
RenaissanceRe Pfd. G .262 Continental Resources .23 La-Z-Boy .165 Textainer Group Holdigs .25
General Electric .08
Sensient Technologies .41 Global Ship Lease Cl A .25 Marriott Vacations .62 Trane Technologies .67
NONE ..................................................................................................... MSCI 1.04 H & R Block .27
SJW Group .36 KKR .145 Mosaic .112 Westwood .15
Natural Resource Partnrs.45 Kontoor Brands .46
Southwest Gas Hldings .595 Lamb Weston Holdings .245 Nielsen Holdings .06
Wabtec .15
Standard Motor Prducts .27 Parker Hannifin 1.03 Shutterstock .24
Friday Marcus & Millichap .25
SPECIAL DIVIDENDS Weis Markets .32
SunCoke Energy .06 Pfizer .40 Tennant Co .25 (March 4)
Marcus & Millichap 1.00
Record Ex-Dividend Payment

Tuesday Truist Financial .48 Ritchie Bros .25 Vontier .025 Banco Latinamer .25 Stanley Black & Decker .79
(March 1) Visa Cl A .375 Scully Royalty .18 Warrior Met Coal .06 BlackRock 4.88 Tempur Sealy .10
Company Name-Ticker Symbol (Exchange) Amount Date Date Date CVR Partners 5.24 Weber .04
WEC Energy Group .728
A10 Networks .05 TE Connectivity .50 Thursday Yum China Holdings .12
Algoma Steel Group-ASTL (Nasdaq) .................................................. 0.05 2-28 2-25 3-31 Aflac .40 Wells Fargo .25 Timken .30
ARKO-ARKO (NCM )............................................................................... 0.02 3-15 3-14 3-29 Allete .65 WW Grainger 1.62 Western Alliance Bancrp .35 NASDAQ
Zoetis .325
Barclays ADR-BCS (NYSE)................................................................... 0.22 3-04 3-03 4-05
American States Water .365 Saturday Tuesday Qualcomm .68 Friday
American Water Works .603 Wednesday (March 5)
Thursday
BWX Technologies-BWXT (NYSE)...................................................... 0.22 3-09 3-09 3-29 Archer Daniels Midland .40
(March 2) NONE
(March 1) (March 4)
Black Hills .595 Avnet .26 (March 3) Equinix 3.10
Cogent Communications-CCOI (Nasdaq) ......................................... 0.86 3-09 3-08 3-25 Brinks .20
Aramark .11
Sunday Bloomin' Brands .14 American National Bksrs .28 Prudential Bancorp .07
Koppers Holdings-KOP (NYSE) .......................................................... 0.05 3-18 3-17 4-04 Booz Allen Hamilton Hldg.43 Fox Cl A .24 Sinclair Broadcast Cl A .25
Carlisle Cos .54 (March 6) Cass Info Systems .28
Bunge Ltd .525
Marcus & Millichap-MMI (NYSE)......................................................... 1.00 3-08 3-07 4-04 Carriage Services .112
Conagra Brands .312
NONE Fox Cl B .24 CH Robinson Worldwide .55 SSR Mining .07
Church & Dwight .262 Old Dominion Fright Lne .30 Cognex .065 Universal Logistics .105
NatWest Group ADR-NWG (NYSE) ..................................................... 0.20 3-18 3-17 5-04 INVESCO .17
United Bancorp-UBCP (NCM ) ............................................................. 0.15 3-10 3-09 3-18
Patria Investments
Phibro Animal Health
.16
.12
Covenant Logistics Cl A .062 Saturday
Diamondback Energy .60 (March 5)
NASDAQ Star Bulk Carriers 2.00 Ebix .075 NONE
Wednesday
First Merchants .29

DIVIDEND PAYMENT REDUCTIONS Monday Sandy Spring Bancorp .34 Fastenal Co
Southern Missouri Bncrp.20 Landmark Bancorp
.31
.21 (March 2) Hancock Whitney .27 Sunday
(February 28) Mercantile Bank .31 (March 6)
Adjusted % Record Ex-Div Payment Amerant Bancorp Cl A .09 Tuesday Thursday Eastern Bankshares
Forward Air
.10
.24 Old Natl Bancorp .14 NONE
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Bank of Princeton .25 (March 1) (March 3)
Business First Bancshres.12 Amalgamated Financial .08 Adtran .09
Golden Ocean Group .90 Open Text .221 Monday
PepsiCo 1.075
Falcon Minerals-FLMN (NCM ) ............................ 9.9 Q .145 .155 -6.5 % 2-28 2-25 3-09 CB Financial Services .24 AudioCodes .18 HomeTrust Bancshares .09
LKQ .25
SLM Corp .11
(March 7)
PPL Corp-PPL (NYSE) ......................................... 3.1 Q .20 .415 -51.8 % 3-10 3-09 4-01 NVIDIA .04 BGC Partners Cl A .01
Citizens Community .26 Cognizant Tech Solutns .27 Southside Bancshares .34 TriMas Corp .04
Patterson-UTI Energy .04 Commerce Bancshares .265
Community West
Bancshares .07
ConnectOne Bancorp
Enterprise Bancorp
.13
.205
Friday Peoples Bancorp of NC .18 Trustco Bank .35 Jack Henry & Associates.49
(March 4) Perella Weinberg Partnrs .07 United Fire Group .15 Penns Woods Bancorp .32
DIVIDEND PAYMENT BOOSTS FirstCash Holdings .30 First Mid Bancshares .22
Advanced Energy Inds .10
Getnet Adquirncia ADR .085 Intel .365
DallasNews .16
Company Name-Ticker Symbol (Exchange)
Adjusted
Yield Period To From
%
Increase
Record
Date
Ex-Div
Date
Payment
Date
Global Water Resurces .025 KLA 1.05
Eagle Bancorp Montana .125 NYSE American
International Bancshares .60 Middlesex Water .29
First Hawaiian .26
Aaron's-AAN (NYSE) ................................................ 2.0 Q .1125 .10 12.5 % 3-17 3-16 4-05 Mid Penn Bancorp .20 Paccar .34
Hawkins .14 Tuesday Thursday Sat. & Sun.
National Instruments .28 Phillips Edison .09 (March 3) (March 5 & 6)

Alexander & Baldwin-ALEX (NYSE)....................... 3.3 Q .19 .18 5.6 3-18 3-17 4-05 National Security Group .06 Selective Insurance Grp .28
Hennessy Advisors .138 (March 1)
Adams Resources .24 NONE
Nathan's Famous .45 NONE
Allstate-ALL (NYSE) ................................................. 2.8 Q .85 .81 4.9 2-28 2-25 4-01 Nexstar Media Cl A .90 Warner Music Group .15
AMERISAFE-AMSF (Nasdaq) .................................. 2.8 Q .31 .29 6.9 3-11 3-10 3-25 Origin Bancorp .13 Winmark .45
Oasis Petroleum .585 Wednesday Chicago Rivet & Machne.22 Monday
Sat. & Sun. (March 2) Friday (March 7)
Arbor Realty Trust-ABR (NYSE) ............................. 8.2 Q .37 .36 2.8 3-04 3-03 3-18 PacWest Bancorp
PriceSmart
.25
.43
Wednesday (March 5 & 6) Imperial Oil .267 (March 4) NONE
Assured Guaranty-AGO (NYSE)............................. 1.8 Q .25 .22 13.6 3-09 3-08 3-23 Reynolds Cnsmr Prodcts .23
(March 2)
NONE NONE
Avnet-AVT (Nasdaq).................................................. 2.6 Q .26 .24 8.3 3-02 3-01 3-16
Bruker Corp-BRKR (Nasdaq) ................................... 0.3 Q .05 .04 25.0 3-01 2-28 3-18 NYSE American
BWX Technologies-BWXT (NYSE)......................... 1.8 U .22 .21 4.8 3-09 3-09 3-29
Camping World Cl A-CWH (NYSE)......................... 7.1 Q .625 .50 25.0 3-14 3-11 3-29 Monday (March 2) NONE
TRADING SUSPENDED
(February 28) NONE Saturday
Clearway Energy Cl A-CWEN.A (NYSE) ................. 4.4 Q .3468 .34 2.0 3-01 2-28 3-15 Cheniere Energy .33 Thursday (March 5) NYSE
CVR Partners-UAN (NYSE)...................................... 8.8 Q 5.24 2.93 78.8 3-07 3-04 3-14 Tuesday (March 3) NONE
Vocera (VCRA)
Diamondback Energy-FANG (Nasdaq).................. 1.9 Q .60 .50 20.0 3-04 3-03 3-11 (March 1) NONE Sunday
Dine Brands Global-DIN (NYSE) ............................ 2.1 Q .46 .40 15.0 3-21 3-18 4-01 Amcon Distributing .18 Friday (March 6) NYSE American
Douglas Dynamics-PLOW (NYSE)......................... 3.3 Q .29 .285 1.8 3-18 3-17 3-31 Wednesday (March 4) NONE Nuverra Environmental Solutions (NES)
Farmers National Banc-FMNB (NCM ) .................. 3.8 Q .16 .14 14.3 3-11 3-10 3-31 Nasdaq
Financial Institutions-FISI (Nasdaq) ..................... 3.8 Q .29 .27 7.4 3-18 3-17 4-04
Gildan Activewear-GIL (NYSE) .............................. 1.8 Q .169 .154 9.7 3-17 3-16 4-11 NONE
Hackett Group-HCKT (Nasdaq) ............................... 2.2 Q .11 .10 10.0 3-25 3-24 4-08
NEW LISTINGS
Home Depot-HD (NYSE) .......................................... 2.2 Q 1.90 1.65 15.2 3-10 3-09 3-24 NAME CHANGES
NYSE
KBR Inc-KBR (NYSE) ................................................ 1.0 Q .12 .11 9.1 3-15 3-14 4-15 NYSE & NYSE American
Louisiana-Pacific-LPX (NYSE)............................... 1.4 Q .22 .18 22.2 2-28 2-25 3-14 NONE
Macy's-M (NYSE)...................................................... 2.6 Q .1575 .15 5.0 3-15 3-14 4-01 NONE
NYSE American
Marriott Vacations-VAC (NYSE) ............................. 1.4 Q .62 .54 14.8 3-03 3-02 3-17 Nasdaq
Merchants Bancorp-MBIN (NCM )......................... 0.9 Q .07 .06 16.7 3-15 3-14 4-01 NONE
ArrowMark Financial (BANX), formerly StoneCastle
Molson Coors A-TAP.A (NYSE)............................... 2.4 Q .38 .34 11.8 3-07 3-04 3-18 Nasdaq Financial (BANX)
Molson Coors B-TAP (NYSE) .................................. 3.2 Q .38 .34 11.8 3-07 3-04 3-18 Transphorm (TGAN) Kinetik (KNTK), formerly Altus Midstream (ALTM)
NextEra Energy-NEE (NYSE) .................................. 2.3 Q .425 .385 10.4 3-01 2-28 3-15
Nomad Royalty-NSR (NYSE) .................................. 2.4 Q .0392 .039058 0.4 3-31 3-30 4-14
Pembina Pipeline-PBA (NYSE)............................... 5.9 M .165049 .164043 0.6 2-25 2-24 3-15
Peoples Bancorp of NC-PEBK (Nasdaq)................ 2.5 Q .18 .17 5.9 3-03 3-02 3-15
Popular Inc.-BPOP (Nasdaq).................................... 2.6 Q .55 .45 22.2 3-15 3-14 4-01 MONTHLY DOW JONES INDUSTRIAL AVERAGE
Sinclair Broadcast Cl A-SBGI (Nasdaq) ................ 3.9 Q .25 .20 25.0 3-07 3-04 3-21 Year First Closing Closing Close Avg Last Avg. Avg.
Tempur Sealy-TPX (NYSE)...................................... 1.1 Q .10 .09 11.1 3-08 3-07 3-22 Month Closing High Low Mean Close Chg. % Chg. P/E Yield
Texas Roadhouse-TXRH (Nasdaq) ........................ 2.1 Q .46 .40 15.0 3-09 3-08 3-25 2022
Tootsie Roll Indus-TR (NYSE) ................................ 1.1 Q .09 .087379 3.0 3-07 3-04 3-31 Jan 36585.06 36799.65 34168.09 35456.15 35131.86 – 1206.44 – 3.32 21.27 1.79
Tronox Holdings-TROX (NYSE).............................. 2.5 Q .125 .10 25.0 3-07 3-04 4-08 2021
Turning Point Brands-TPB (NYSE)........................ 0.7 Q .06 .055 9.1 3-18 3-17 4-08 Dec 34022.04 36488.63 34022.04 35641.33 36338.30 + 2494.38 + 7.37 22.13 1.78
United Bancorp-UBCP (NCM ) ................................ 3.6 Q .1525 .15 1.7 3-10 3-09 3-18 Nov 35913.84 36432.22 34483.72 35848.57 34483.72 – 1335.84 – 3.73 22.26 1.73
Utd Community Banks-UCBI (Nasdaq) ................. 2.4 Q .21 .20 5.0 3-15 3-14 4-05 Oct 34326.46 35819.56 34002.92 35055.52 35819.56 + 1975.64 + 5.84 23.10 1.75
Verisk Analytics-VRSK (Nasdaq)............................ 0.7 Q .31 .29 6.9 3-15 3-14 3-31 Sept 35312.53 35443.82 33843.92 34688.42 33843.92 – 1516.81 – 4.29 23.63 1.77
O T H E R VO I C E S
A 2% allocation to cryptocurrencies in a portfolio
of bonds, stocks, and alternative investments
would account for 25% of overall volatility.
How Crypto Can Hurt

of about 7.6% annually, volatility would of including cryptocurrencies in struc-
rise to 9% by switching 2% of alterna- tured portfolios. A recent survey that
tive investments, such as hedge funds, Fidelity conducted of institutional in-
into an equal allocation to Bitcoin, ac- vestors finds that the most significant
A Balanced Portfolio
cording to Credit Suisse estimates. barriers to adoption of digital assets
Increasing the cryptocurrency alloca- among professional investors are price
tion to 5% or even 10% of the portfolio volatility, concerns around the lack of
would eventually triple overall portfo- tested valuation methods, the security
lio volatility to nearly 23%. of asset custody, regulatory classifica-
Along with high volatility comes tion, and market manipulation.
S
the degree of drawdowns. Since 2010, The moral of the story is that there
peak to anyone younger By Nannette 15% with U.S. equities, 4% with U.S. Bitcoin has had three instances when is no free lunch, only tough decisions
than 25 about investing Hechler-Fayd’herbe government bonds of medium losses amounted to 80% from the and transparency about portfolio im-
and the conversation maturity, and negative 1% with gold. previous high over periods up to 18 pact. High returns come alongside high
will quickly turn to Returns have also been compelling, months. In a balanced portfolio, add- volatility, and it is up to investors to
crypto assets. That averaging about 150% annually. How- ing Bitcoin would take the maximum assess how much risk they should be
generation’s enthusiasm ever, volatility is what makes crypto portfolio drawdown (losses) from taking to achieve their investment ob-
and perception of mak- assets challenging for investors. about minus 13% (without crypto jectives, always keeping in mind their
ing big profits with a relatively small Most investors would consider holdings) to some minus 18% in the investment horizon, specific needs, and
investment builds on the past decade of emerging market stocks volatile and to case of a hypothetical 10% allocation to constraints. Up to a 2% portfolio alloca-
experience with Bitcoin and Ethereum, be added carefully to portfolios. In fact, Bitcoin. Portfolio optimizers calibrated tion, digital assets as part of the alloca-
to name but two prominent examples. the volatility of cryptocurrencies is a to minimize the impact of extreme tion to alternatives keep the nature of
In addition, the prospect of earning multiple higher than emerging market events and penalize assets with large portfolios broadly unchanged. Higher
much lower real returns on traditional equities (an average 200% annually for downsides would actually require an allocations increase portfolio risks
bonds and equities than previous gen- Bitcoin, for example). A mere 2% allo- average annual return of 350% to re- materially and alter the nature of the
erations shifts young investors’ focus cation to cryptocurrencies in an other- tain Bitcoin, for example, in a portfolio. entire portfolio. That is why Credit
to any alternative that helps grow their wise well-diversified portfolio of Thus, investors pay a steep price Suisse doesn’t include digital assets
capital sufficiently to fund what is ex- bonds, stocks, and alternative invest- in terms of volatility for the promise in its advised asset allocations.
pected to be longer life spans. ments of medium risk would account of outsize scarcity returns and diversi- That said, the technology behind
However, now things look set to for 25% of overall portfolio volatility. fication. This is why professional crypto assets—distributed ledger
take a different turn, as the world’s Instead of a typical portfolio volatility wealth and asset managers are wary technology, or DLT—may still have
central banks, first and foremost the a bright future. It can be applied in
U.S. Federal Reserve, plan to start numerous cases ranging from trading
raising interest rates in their battle and exchanges to payments and logis-
against the diminishing purchasing tics, and any form of smart contracts.
power of cash. Except for an episode Even central banks are accelerating
in 2018, not much is known about digital-currency projects. Hence,
how cryptocurrencies fare in rate- DLT does offer the potential to be-
hiking cycles. Back then, the price of come the technological backbone of
Bitcoin fell from $19,511 in December future monetary and financial sys-
2017 to $3,136 in December 2018. It tems. Thus, we expect that the inclu-
subsequently climbed a steep peak, sion of companies that have either
hitting a high of $64,870 in April 2021 direct revenue or operational expo-
before falling back to $28,824 in June sure to DLT in portfolios will be re-
2021. That volatility continued in the warding for investors going forward.
past week, with Bitcoin seeing dra- Investors should always go back
matic swings up and down. to the basics of investing: focus on
Where cryptocurrencies are an asset’s return, volatility, draw-
headed over the next 12 months is down, and correlation properties
Illustration by Alexander Glandien

anybody’s guess, and beside the point. to determine its suitability in robust
In the long term, what really matters and well-constructed portfolios.
from an investor standpoint is how Especially for the next generation,
much return and decorrelation one this must be a priority. B
gets for every unit of risk taken in a
portfolio. Decorrelation and diversifi- Nannette Hechler-Fayd’herbe is chief
cation provided by crypto assets are investment officer of international wealth
unequivocal. Since 2010, Bitcoin, for management and global head of economics
example, has had a correlation of only and research for Credit Suisse.
MAILBAG
Send letters to Mail@Barrons.com. To be considered for The Readback, a podcast taking you
publication, correspondence must bear the writer’s name, inside the latest stories, is available
address, and phone number. Letters are subject to editing. wherever you listen to podcasts.
up 14%, so after you pay taxes and in- Up Small-Caps column, as it has con- Not only are the misinformed
flation takes 7%, you will at least be sistently been a source of ideas worthy cocktail-party judgments concerning
even. We are indeed in a pickle. of exploration. Avi Salzman’s analysis Russian intentions peculiar, but they
Ray Noack of Ethan Allen is yet another example also have become nearly endemic in
On Barrons.com (“Ethan Allen Is a High-End Furniture various and sundry other political and
Retailer With a Low-End Stock. Make educational arenas.
Room for It,” Feb. 18). This phenomenon is a classic ex-
Good Marriage Salzman addresses the attractive- ample of what psychologists call the
ness of Ethan Allen from several van- Dunning-Kruger effect, which sug-
To the Editor: tage points, and I would add two addi- gests that when we don’t know some-
The acquisition of upstart robo- tional developments that further thing, we aren’t aware of our own
advisors by established wealth man- enhance the potential. First, the com- lack of knowledge.
agement firms was inevitable (“Robo- pany just opened a new Design Center Put simply, it is the “unknown
Advisors Changed Investing. But Can in Westport, Conn., with 3-D digital unknowns” that make decisions in life
They Survive Independently?” Feb. 18). design tools at the forefront. Second, difficult, and sometimes dangerous.
Despite their best efforts, robo firms Ethan Allen has brought raw material John Travers
found it impossible to fully supplant costs, purchased parts, and labor costs Fairport, N.Y.
the important role that advisors play under further control with the pur-
in the financial-planning and money- chase of property, plant, and equip-
management process. Every client is ment from an existing supplier, Dimen- Bow Out, Buffett
different. Consequently, proper advice sional Wood Products, a North
needs to be customized for individuals Carolina manufacturer of wood frames To the Editor:
based on their specific needs. Yet full- and machined parts. This action will “What Warren Buffett Can Do to En-
service wealth management firms are further strengthen vertical integration. sure a Brighter Future for Berkshire
Good Luck, still light years behind robo firms when

it comes to technology and automating
certain administrative tasks. Hopefully,
these types of acquisitions will marry
These decisive actions, coupled with
those detailed in Salzman’s column,
will probably set the stage for a sus-
tained advance in the stock price over
Hathaway” (Feb. 18) contains a graph
showing that, even after a huge gain in
the most recent year, Berkshire Hatha-
way’s stock produced the same return
Jerome the best characteristics from both

worlds and pave the way for a better
a period of a year or two. Plus, there’s
a sweet dividend yield as investors
as the S&P 500 index over the past 10
years. While Buffett seems like a very
investor experience. patiently wait for the story to unfold. nice person, and his annual reports are
Powell!
Jonathan I. Shenkman Rob Suthe entertaining, his investment decisions
West Hempstead, N.Y. Bethesda, Md. over the past several years have been
demonstrably poor. His excellent repu-
tation is at risk if he doesn’t bow out
Heeding Greg Davis Peculiar Confidence gracefully. He could continue to distrib-
To the Editor: ute his folksy wisdom on CNBC as the
Anyone paying attention in early 2021 knew it was time To the Editor: To the Editor: chairman emeritus. Even Tom Brady
for the Federal Reserve to take its foot off the gas pedal My advice to both the Biden adminis- An insight from last week’s Barron’s saw the writing on the wall.
(“The Fed, Inflation, and the End of Easy Money,” Cover tration and the Treasury Department is caught my eye for its widespread appli- David T. Jack
Story, Feb. 18). “Transitory inflation” will go down in the to listen carefully to Vanguard’s chief cability: “The confidence with which Baden, Pa.
annals as one of the worst calls in Fed history. And why investment officer, Greg Davis (“What people act on matters that are know-
does every Fed move need be telegraphed three-plus to Do With Your Money as Rates Rise able to most only via headlines is pecu- CORRECTIONS & AMPLIFICATION
months in advance? Chairman Jerome Powell is still buy- and Markets Stumble,” Interview, Feb. liar” (“21 Stocks That Will Profit From The price of gold fell 5.6% over the past
ing bonds as we speak, which is absolutely insane. Good 18). Davis has more wisdom, realized Rising Interest Rates,” The Striking 18 months. The Feb. 18 Trader column
luck, Mr. Chairman. more success, and possesses more Price, Feb. 17). incorrectly stated that it fell 0.5%.
Stephen Weber economic/financial expertise than any
On Barrons.com government economist I have followed.
We need him, and others like him, now
more than ever.
In a Pickle Tom Verdi
Providence, R.I.
“Chairman Jerome Powell is still
To the Editor:
Investors, like the Fed, are in a bind (“What Will Stocks
Do if War—or Peace—Erupts in Ukraine?” Up & Down Ethan Allen
buying bonds as we speak, which
Wall Street, Feb. 18). They think they want low interest
rates so stocks will go up, but at this point low interest To the Editor: is absolutely insane.”
rates mean high inflation. I suppose you want stocks to go I always look forward to your Sizing Stephen Weber, on Barrons.com
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W E A LT H & A S SE T M A N AG EMEN T
GUIDE TO WEALTH February 28, 2022

Investing in the Crypto Economy

Crypto was poised to disrupt everything, but the
geopolitical crisis is taking a toll. What to know.
Page S2
S2 BARRON’S February 28, 2022 February 28, 2022 BARRON’S S3
GUIDE TO WEALTH C RY P TO
Buying S
Shopping online at Grass Hill
Into the
Alpacas farm, you can buy a pair of
socks in various sizes, colors, and
styles. You can also choose how to
pay: credit card, PayPal, or Bitcoin.
Accepting the world’s leading
cryptocurrency is now business
Crypto
as usual, says Grass Hill owner Jim
Forster. “We do 5% to 10% of our
sales in Bitcoin,” he says.
Buying socks, or anything, with
Bitcoin has its drawbacks. The
Economy
price could change in minutes due
to Bitcoin’s volatility, and the
transaction could trigger capital
gains. But it’s one of many ways
that crypto and e-commerce are
tying the knot. And it’s an exam-
ple of how the crypto economy
is angling into the mainstream—
Cryptocurrencies like Bitcoin aren’t signs of which are popping up
everywhere and creating invest-
the only way to invest in new areas of ment opportunities.
e-commerce, online gaming, and In the payments arena, Visa

(ticker: V) and Mastercard (MA)
financial services. Here’s how to play it. are linking credit and debit cards
to crypto brokerages, while Pay-
Pal Holdings (PYPL) and Block
(SQ), formerly Square, weave
By Karen Hube crypto deeper into their apps. The

mayors of Miami and New York
ILLUSTRATION BY ARIEL DAVIS are promoting their cities as
S4 BARRON’S February 28, 2022
crypto havens, saying they’re taking

some of their pay in Bitcoin and gen-
Crypto Boom ity to government intervention and the
risks of a cyberattack. China and other
related stocks, as long-term holdings.
Here are a few ways to invest, with
Crypto markets have turned into a vibrant trading arena in
erating a little tax revenue from “Cit- countries view Bitcoin as a threat to varying levels of risk:
the past two years.
yCoins.” JPMorgan Chase (JPM), their sovereign currencies and finan-
America’s largest bank, with $3.3 Crypto trading volume, monthly cial controls. Beijing has largely Betting on Tokens
trillion in assets, recently opened a banned crypto trading and commer-
Retail Professional Institutional
virtual lounge to promote its block- < $10,000 $10,000-$1 Million > $1 Million cial activity, and India and Russia are About 60% of the crypto market’s $1.6
chain division, Onyx, in an online imposing more rules to monitor trans- trillion value now sits in Bitcoin and
world called Decentraland. $1.25 Trillion actions. Washington is also develop- ether. Below them reside the major
The bedrock of this activity is ing rules to tax crypto transactions alt-coins, including Cardano, Solana,
blockchain technology—ledgers of and supervise the industry more Avalanche, and Binance—each a sepa-
transactions maintained by a decen- closely, including more law-enforce- rate blockchain with its own uses for
tralized computer network. Peering ment tools to monitor transactions. trading, payments, and decentralized
into the future—no one knows how Crypto brokerages, markets, and ex- finance, or DeFi, applications. Other
1.00
far—is a next-generation internet, changes are also vulnerable to hacks large-cap tokens include stablecoins
known as Web3. Blockchains, the and cyberattacks. If you lose digital Tether and USDC, which function like
thinking goes, could be the plumbing assets to theft, there may be scant re- digital dollars, and the meme tokens
for a decentralized web, with cryptos course to recover them. Doge and Shiba Inu. Nonfungible to-
as its currencies and digital assets. None of this means that the crypto kens, or NFTs, are another category,
The other buzzy term for Web3 0.75 economy isn’t real, or that cryptos used for swapping everything from
is metaverse, extending the idea to like Bitcoin won’t survive and thrive. digital art to videogame assets.
online games, marketplaces, social- Many advisors recommend exposure As the oldest and largest crypto,
media sites, and workspaces. “The to blockchain-related companies, Bitcoin has gained the most institu-
metaverse will likely infiltrate every including software, hardware, pay- tional traction, including a futures mar-
sector in some way in the coming ments, and e-commerce. Exposure to ket, ETFs, and custody services from
years,” J.P. Morgan said in a recent 0.50 crypto, whether through the coins, major firms like Fidelity and Coinbase
report. According to crypto fund stocks, or funds, is also gaining pop- Global (COIN). A few large companies,
sponsor Grayscale Investments, the ularity among institutional investors notably Tesla (TSLA) and Block, hold
metaverse will be a “trillion-dollar and advisors. According to a survey it as a corporate treasury asset. El Sal-
opportunity” in annual revenue for by Fidelity, a third of these large- vador has turned it into legal tender,
companies, including advertising, 0.25 scale U.S. investors owned digital albeit problematically, affecting the
social media, and videogames. assets or related investments last country’s financial stability.
If this all sounds like a Silicon Val- year, up from 22% in 2019. Bitwise What Bitcoin is worth hinges on
ley marketing pitch, that’s because it Asset Management, a crypto fund a key premise: that it has a future
is. Cryptocurrencies and blockchain sponsor, says that about 16% of advi- as “digital gold.” The argument is
technology may indeed transform sors put their clients in crypto invest- that because Bitcoin has a fixed sup-
everything from banking to buying 0 ments last year, up from 9% in 2020. ply of tokens, which dribble out at a
sneakers—the latter already in the 2020 ’21 Two years ago, advisor Frank slow, predictable rate, it could help
works at Nike (NKE) and Adidas Source: Chainalysis Marzano believed that as a fiduciary, investors hedge against an erosion
(ADDYY) (see page S6). But block- he had no business making crypto of purchasing power in traditional
chains and cryptos are still fringe recommendations to clients. “But we currencies. Gold has played that role
technologies. And financial markets sovereign currencies—ideally taking now feel we have a fiduciary respon- historically, but Bitcoin will sit along-
have become much less forgiving of market share from gold as an invest- sibility to have solutions in this side it, proponents predict, especially
tech investments that probably won’t ment store of value. space,” says Marzano, head of GM as it becomes more widely adopted
generate meaningful profits for years. However, that story is under siege. Advisory Group, which oversees $5.6 in countries with unstable currencies
Cryptos’ volatility shouldn’t be Bitcoin and the broader crypto market billion in assets. He estimates that and governments.
taken lightly. Russia’s invasion of have become more closely linked to he has guided 75% of his clients Bitcoin’s Achilles’ heel is instability.
Ukraine triggered a 10% drop in the equities, particularly technology stocks. on investments in tokens, stocks, Its annual volatility is about four times
crypto market over a 24-hour period, “It’s going The undertow pressuring tech—includ- exchange-traded funds, and private that of gold, according to J.P. Morgan.
taking it down to $1.6 trillion in total to be ing tighter monetary policies from the crypto investments. That volatility prevents it from taking
value. Bitcoin fell in line with the
broader market, while smaller-cap
harder for Federal Reserve—has pulled down
Bitcoin and other cryptos even more.
Still, the crypto hype machine
can make it hard to separate real
off as a reserve asset or transaction
currency. If its volatility recedes with
tokens slid much further: ether, Ava- Bitcoin to The crypto market has lost nearly half economic value from pipe dreams. more widespread adoption, it could
lanche, Dogecoin, and Solana all de- go up 100 its value since peaking last November Advisors who generally praise the appeal more to institutional investors.
clined more than 15%. at $2.96 trillion, performing far worse technology urge investors not to get Bitcoin now has a 20% share of the
Crypto proponents have long
times...but than the Nasdaq Composite. Gold, carried away. “I’m a very big propo- global store of value market, with gold
claimed that Bitcoin should be the other meanwhile, has been rising steadily, as nent of Bitcoin and digital assets,” capturing the rest, according to Gold-
viewed as an alternative asset, dub- side is that investors snap up the metal amid the says Ric Edelman, founder of Edel- man Sachs analyst Zach Pandl. If Bit-
bing it “digital gold.” The idea is that geopolitical unrest in Europe and con- man Financial Engines. “But you coin gets to 50% in a few years, he
it may act as an independent source
you’re cerns about inflation. The SPDR Gold should invest for the right reasons— estimates, it would more than double
of returns in a portfolio, with a low taking on Shares exchange-traded fund (GLD) is because you believe the technology in price to $100,000 a coin.
correlation to stocks and bonds. Its less risk.” up 5% this year, sharply outperforming will be adopted globally—and you’re There are several holes in that
other rationale, according to advo- stocks, bonds, and Bitcoin. willing to hold on for as long as that argument. One is that Bitcoin’s vola-
Chris Kuiper,
cates, is as a hedge against inflation Fidelity Digital Before investing in crypto, inves- takes.” He generally recommends a 1% tility has been rising, rather than
and erosion of purchasing power in Assets tors should also consider its sensitiv- position in tokens, along with crypto- receding. Bitcoin also faces hostile
February 28, 2022 BARRON’S S5
governments, notably in China and

other countries that view it as a
threat to their financial oversight.
down 39% since it launched last Octo-
ber, against a 37% decline in Bitcoin.
Two options for baskets of cryptos
“If you’re going to invest in Bitcoin,
And the carbon toll from mining—
greater than Norway’s annual elec-
are the Bitwise 10 Crypto Index
fund (BITW) and Grayscale Digital
a short time horizon is four years, a
tricity consumption—poses environ-
mental and energy-security risks.
Large Cap fund (GDLC). They both
trade over-the-counter, similar to middle time horizon is 10 years, and
the right time horizon is forever.”
Even if it holds its value, investors closed-end funds. Their share prices
shouldn’t expect huge price gains. can diverge sharply from their under-
“It’s going to be harder for Bitcoin lying net asset value; both are now at
to go up 100 times, but the other side deep discounts—18% for the Bitwise Bill Barhydt, CEO of Abra, a crypto lending and trading company
is that you’re taking on less risk be- fund and 20% for Grayscale. Both
cause it has become more institution- have 2.5% annual expense ratios.
alized,” says Chris Kuiper, head of
research at Fidelity Digital Assets. Crypto Exchanges Marathon Digital Holdings (MARA), digital assets. Silvergate recently
Crypto companies urge investors and Miners Riot Blockchain (RIOT), and Core bought the Diem stablecoin assets from
not to lose faith during Bitcoin’s peri- Scientific (CORZ) are three of the Meta Platforms (FB) and other com-
odic crashes, insisting that its real Exchanges and miners are closely largest miners. All should have pro- panies, aiming to build its own stable-
value will take time to materialize: “If tied to crypto demand, taking cues duction costs that are well below re- coin. Shares trade at 20 times esti-
you’re going to invest in Bitcoin, a short mainly from Bitcoin. But as equities, cent prices for the coin around mated 2023 earnings, a steep multiple
time horizon is four years, a middle they can be valued on metrics like $36,000, according to D.A. Davidson for a bank. But Silvergate is becoming
time horizon is 10 years, and the right price/earnings ratios and future cash analyst Christopher Brendler. He more of a bet on crypto, while its core
time horizon is forever,” says Bill Bar- flows. Many of these stocks have rates them all Buys with price targets banking business continues to bring in
hydt, CEO of Abra, a crypto lending fallen sharply, pushing valuations to at least 50% above recent levels. revenue from standard deposit and
and trading company. more-reasonable levels. The stocks trade like derivatives of lending practices. Wedbush analyst
While Bitcoin may be the least Coinbase is the biggest pure play on Bitcoin. If that token falls further into a David Chiaverini likes its strong core
risky crypto, ether is a close second. trading. The company is building out bear market, the miners will probably business and sees gains in crypto
The pitch is that the Ethereum block- institutional services, adding more dive, too. Also unclear is the resiliency hedge fund and capital inflows benefit-
chain has taken off as a base “layer 1” tokens to its exchange, developing an of their business model; Bitcoin mining ing the bank, expecting the shares to
network for thousands of other cryp- NFT marketplace, and linking ac- rewards will diminish as the network hit $165, according to a recent note.
tos, stablecoins, and DeFi applica- counts to Visa and Mastercard. The doles out fewer coins per block, start- The Amplify Transformational
tions. It’s also the underlying block- shares trade around $176, down from ing in 2024, according to preset soft- Data Sharing ETF (BLOK) holds most
chain for most NFTs, which are a high of $430. Wall Street is looking ware rules. Miners also have to up- of these stocks in an actively managed
priced in ether. for $6.90 in adjusted earnings per grade their machines in a network format. It has racked up nearly $1 bil-
The hitch with Ethereum is that share this year, giving the stock a P/E processing arms race, adding to their lion in assets, making it one of the larg-
it is congested and costly. Mining fees ratio of 25 times. costs. Profits could suffer as a result. est crypto ETFs. While it has slumped
are far too high for small-dollar “We like Coinbase as a way to get 40% in the past year, the fund has
transactions. A network upgrade is exposure to the crypto economy,” says Side Bets on Blockchain edged the Nasdaq Composite and has
in the works, aiming to switch it from J.P. Morgan analyst Ken Worthington. and Crypto traded in line with the S&P 500 tech
a proof-of-work to proof-of-stake “Its revenue is going to be tied to trans- sector over the past three years.
method for validating the authentic- actions of crypto assets—primarily Plenty of other companies are captur- Bitwise runs the Bitwise Crypto
ity of transactions. The new system is tokens—but over time, there will be ing crypto revenue. While most aren’t Industry Innovators ETF (BITQ),
supposed to slash fees, speed up pro- ancillary revenue streams,” he says. nearly as exposed as miners or ex- which tracks the Bitwise Innovators
cessing, and reduce the supply infla- Worthington cut his target on the stock changes, they should benefit if the 30, an index of companies across the
tion of ether tokens. But it’s unclear to $345 this past week, reflecting ongo- broader crypto economy keeps grow- crypto ecosystem. About 85% of fund
when the upgrade, scheduled for this ing weakness in Bitcoin, but main- ing. Stocks in this camp include chip assets are in companies that derive at
year, will go live. It may also make the tained his Overweight rating. maker Nvidia (NVDA), futures least three-quarters of their revenue
network less resilient to hacks and A major threat to Coinbase is exchange CME Group (CME), and from crypto.
could centralize control in the hands industrywide pressure on trading payments apps PayPal and Block. With so many tokens and block-
of a few large operators. fees. Rival exchanges like Robin- Visa and Mastercard also aim to chains battling it out, the crypto
For long-term investors, owning hood Markets (HOOD) offer be players—both are building out economy may not need Bitcoin to
coins directly with a major exchange commission-free trading in several card services with brokerages and thrive. Even if Bitcoin doesn’t settle
may be far more cost-effective than major cryptos. As more brokerages banks, aiming to play a role in pro- in as a rival to the dollar or gold,
going through a fund or individual enter the field, fees are expected to “We can be cessing transactions and helping though, it may still ride shotgun.
equity. While you’ll pay commissions fall. Bulls argue that Coinbase will be convert tokens to traditional curren- Grass Hill Alpacas farm owner For-
to transact, the tokens don’t have car- able to compensate for lower trading the bridge cies. “What can we do with Bitcoin? ster says he’s impressed with how
rying costs on an exchange. Stocks and fees with new revenue streams like between We can be the bridge between the seamless it has been to process Bit-
ETFs have benefits for advisors—they NFTs and institutional services. crypto economy and fiat economy,” coin transactions, and he’s paying
can slide right into a traditional port- Bitcoin miners get paid in crypto
the crypto Visa Vice Chairman Vasant Prabhu lower fees than he would on a credit-
folio and be managed alongside other in exchange for their computing work economy recently told Barron’s. card purchase.
investments. But they aren’t as efficient to add transactions to the network. Silvergate Capital (SI) is building a “I’ve been surprised with how
for performance. The ProShares Their main operating cost is electric-
and fiat major crypto business, too. Silvergate’s smooth it’s been,” he says. “The only
Bitcoin Strategy ETF (BITO), for ity to run the machines, but if Bitcoin economy.” bank says that it has nearly 1,400 insti- concern was my accountant, who said
instance, holds Bitcoin futures and prices top their energy costs, the Vasant Prabhu, tutional customers in crypto as it devel- he had to fill out a bunch of forms—
charges a 0.95% expense ratio. It’s business can be quite profitable. Visa vice chairman ops a network for trading and lending and charge me more.” B
S6 BARRON’S February 28, 2022 February 28, 2022 BARRON’S S7
What’s
“set it and forget it,” he says. and the only one with a mask, sold for
NFTs are capturing the crypto zeit- $11.75 million at a Sotheby’s auction
geist. The digital assets hit $44 billion last June. Owning a high-priced NFT
in value in 2021, according to Chain- confers status—like hanging a Warhol
alysis, rising from almost nothing in in your living room but showing it to
Ahead
2019. Prices have since dipped but the the world. NFT collectors proudly dis-
market is still worth an estimated $30 play their works, tweeting about their
billion, according to investment bank purchases and deploying them as pro-
Jefferies. Venture-capital firms are file pictures on social media.
For
plowing funds into the space, pushing One other appeal is membership in
up valuations to more than $13 billion an exclusive club or community.
for OpenSea, the leading platform. Bored Ape owners can join the “Yacht
Hollywood has caught on with celeb- Club” and contribute to a graffiti
Opposite page: Doodles by Burnt Toast, Evan Keast, & Jordan Castro. This page, Bored Apes, courtesy of Yuga Labs; Everydays: The First 5000 Days by Beeple, courtesy of Christie’s.
rity endorsements and movie deals for board called “The Bathroom.” More
NFTs
characters. Companies including important, perhaps, they may gain
Anheuser-Busch InBev (ticker: access to celebrity-stocked parties—in
BUD), Gucci, and Adidas (ADDYY) November, one took place on a real
have launched NFT projects. New York yacht, featuring Chris
It’s all good fun if you have some Rock, Aziz Ansari, and the Strokes.
spare cash and like to dabble in Other membership benefits may
Bored Apes and CryptoPunks crypto. Yet investors would be wise include dibs on future tokens. Original
highlight a booming $30 billion to tread cautiously, even if they’re only CryptoPunks owners received free
eyeing NFTs as an addition to core Meebits, a nonfungible token collection
market. What to know before crypto holdings or valuables like created by the CryptoPunks developer,
dipping in. physical art. Larva Labs. Meebits are now selling on
The tokens pose numerous chal- OpenSea, starting at about $6,818 each.
lenges as an investment. Trading takes Another popular collection, World of
By ABBY SCHULTZ place on unregulated platforms such Women, offers monthly “airdrops”
as OpenSea and Nifty Gateway— from NFT artists, presales, and invita-
venues that aren’t licensed by any tions to an annual gala. The tokens,
M
ost of us own portfolios government authority. A celebrity launched in July for about $225 each,
of stocks and bonds. tweet can cause prices to surge, but distinctive properties and traceable NFTs mainly live on the Ethereum Beeple’s Every- now fetch at least $30,000 on Open-
Adventurous investors the floor may be zero when the digital ownership. Unlike currencies that are network, although the Solana block- days: The First Sea, with some selling for more than
5000 Days sold

are sprinkling in Bored glitterati move on. Most NFTs are fungible—one Bitcoin or U.S. dollar is chain is competing with lower fees $100,000.
for $69.3 million
Apes and CryptoPunks. priced in ether, a cryptocurrency that the same as any other—each NFT is for minting and trading tokens. If in 2021, creating NFTs are also being used in virtual
These cartoonish-sounding charac- itself is highly volatile, taking cues unique. Every CryptoPunk or Bored you want an NFT, you’ll probably financial incen- marketplaces and videogames as as-
ters aren’t anything like traditional tives to turn more
from Bitcoin and the broader crypto Ape, for instance, looks slightly differ- have to buy it with ether on a plat- sets, like a coveted sword. Virtual real
art into NFTs.
investments—they have no physical market. An NFT priced at 10 ether ent. While anyone can right-click on form like OpenSea or Rarible. That estate is being bought and sold with
properties, don’t pay dividends or tokens was worth about $3,500 in the image and post it on their Insta- entails purchasing some ether on a NFTs as collateral. The high-end art
interest, and provide no claims about September 2020. Today, it would be gram, every NFT has software code crypto exchange, transferring it to a market has joined, with big-name art-
future cash flows. But they’re among worth $31,000, based on prices for 10 that can be used to trace it to the digital wallet, and linking it to an ists like Damien Hirst and auction
the most popular nonfungible tokens, ether at $3,100 per coin. owner’s digital wallet and establish its NFT platform. house Sotheby’s. Incentives for turning
or NFTs, a type of digital collectible or Another hurdle now is that the authenticity. That can confer a digital One goal for NFT issuers is to drum physical art into NFTs took off after
digital asset. Prized NFTs now cost macro rocket fuel is fading. Bitcoin, seal of provenance, enabling NFTs to up scarcity value with limited-edition works by the artists Beeple and Pak
more than a new Ferrari—Bored Apes ether, and other major tokens have be swapped on “trustless” networks collections—ideally creating buzz that sold for $69 million and $91 million,
are going for at least $300,000 on been wobbling as the Federal Reserve like a blockchain. Whether it’s a video pushes up the price. Only 10,000 indi- respectively.
trading platform OpenSea. A Crypto- preps the market for higher interest clip, piece of art, snippet of music, or vidual Bored Apes and CryptoPunk Major companies are also minting
Punk recently sold for $11.75 million. rates and tighter monetary policy. As even a tweet, if you hold the NFT, you NFTs have been minted. CryptoPunk NFTs. One reason is to capture sales in
“Each new generation of wealth derivatives of ether, NFTs look vulner- can credibly say you own it. #7523, one of nine “aliens” in the series online marketplaces and reach crypto-
gets to define the things that it consid- able to weakness in broader crypto savvy consumers. Burberry
ers beautiful societal artifacts,” says demand, analysts say, even as they (BURBY)—a fashion label started in
Matt Hougan, chief investment officer continue to expand in the arenas of 1856—issued 2,250 NFTs in an online
of Bitwise Asset Management, spon- digital art, music, and e-commerce. marketplace called Blankos Block
sor of a private-placement NFT fund “There is a high risk of loss as pop- Party. Nike (NKE) now owns a virtual
that launched in December. Investors culture trends shift,” advisor Jim Rob- Bored Ape NFTs, sneaker maker, RTFKT, that mints
who aren’t among the crypto-wealthy from a limited
erts warned in a recent commentary. edition of 10,000,
NFTs; owners of the tokens may ex-
just want exposure to the theme of “Many NFTs could eventually become are trading on change them for physical merchandise.
worthless.” the OpenSea That business model is also behind
marketplace for Bud Light’s recent NFT drop. Adidas,
The mascot of Doodles, an NFT an average mini-
collection by Burnt Toast, Evan What Makes NFTs So Alluring? mum price of for its part, sold nearly 30,000 “Into
Keast, and Jordan Castro. Two key attributes of NFTs are their $200,000. the Metaverse” NFTs for more than $22
million in December. Owners will be

able to redeem the tokens for merchan-
and dump” scheme. Prices may also
be inflated by wash-sale trading— The bull case for NFTs is that they’re an
dise this year, Adidas says.
While buying nonfungible tokens is
efforts to bump up the price by selling
the NFT to oneself. “Some NFT sellers emerging digital-asset class. If Coinbase
somewhat cumbersome, that could are making a killing with wash trad-
soon change. Coinbase Global (COIN) ing,” Chainalysis said in a recent creates a marketplace, it could open up NFTs
and other companies are developing report on the practice.
ways for investors to buy in with a few
clicks and a credit card. Coinbase says
OpenSea, with more than 20 mil-
lion NFTs on its site, has also had
to far more retail and institutional investors.
it’s building a marketplace, signing up issues. The company disclosed an
Mastercard (MA) to process pay- embarrassing episode of insider trad- Investors trying their hand at trad- trading on secondary markets is not
ments. GameStop (GME), the belea- ing in September, promising to take ing have had mixed success. Transac- something we’ve explicitly observed,
guered videogame retailer, also says it’s measures to monitor employees more tion data from OpenSea show that just but there is little stopping NFT trad-
developing an NFT marketplace. closely. In January, it reported via 28.5% of NFTs purchased directly ing from being automated on these
The question for investors, of Twitter that a number of NFTs cre- from the issuer and then sold on the platforms,” says Chainalysis econo-
course, is whether this all amounts to a ated through a free tool on its platform platform resulted in a profit, accord- mist Ethan McMahon.
speculative frenzy—or if it’s worth add- were fake or plagiarized works. The ing to Chainalysis. Buying and flip- The bull case is that nonfungible
ing NFTs to a digital-asset collection. company also recently refunded $1.8 ping NFTs on OpenSea led to profits tokens are an emerging digital-asset
Advisors give NFTs mixed reviews. million to collectors who had sold 65% of the time. But that doesn’t nec- class. If Coinbase, with 73 million
Michael Batnick, director of research NFTs at expired prices due to a soft- essarily factor in steep transaction accounts, creates a marketplace, it
at Ritholtz Wealth Management, says ware glitch exploited by buyers. costs. Buying directly from an issuer could open up NFTs to far more re-
many people in the market are the All of this poses fiduciary risks usually incurs “gas fees” paid to the tail and institutional investors. Coin-
crypto-wealthy or those who simply for advisors, says Nichols. “There’s a Ethereum blockchain-network opera- base also owns a stake in OpenSea,
like to gamble. “This isn’t real money lot of technology risk, smart-contract tors. OpenSea charges 2.5% per trans- dubbed the eBay of NFTs. OpenSea
to these people,” he says. “These NFTs risk, and risks in the NFT software action on top of gas fees for buying, hit a record $5 billion worth of sales
are like poker chips. When you’re at a code that can be exploited,” he says. selling, or even canceling a bid. in January, with fees topping $386
casino, you act differently than if you “We’re an SEC-registered fund and Trading “bots” may also snap up all million, according to Dune Analytics.
were putting down your own cash.” wealth manager, and we have to act the NFTs in an initial offering or drive “Ultimately, what we’re talking about
Ric Edelman, founder of Edelman as a fiduciary.” up prices on secondary markets. “Bot is the tokenization of everything,”
Financial Engines, invests in crypto OpenSea CEO Devin Finzer said on

personally and recommends digital a podcast last year.
assets for long-term investors. But The Bitwise Blue-Chip NFT Index
he’s skeptical of individual NFTs. fund is one of the few ways to own a
“Demand for digital assets will rise,” NFTs Take Off basket of NFTs in a security. But it’s
he says, “but if you’re trying to get rich Crypto markets have turned into a vibrant trading arena in the past two years. not for everyone. The fund, a limited
quick or make a killing with NFTs, partnership, is available only to ac-
that’s not investing, that’s speculating.” Total Value Traded credited investors with a minimum
Because NFTs aren’t securities, $4 Billion

net worth of $1 million. It doesn’t
most advisory firms aren’t permitted trade publicly, has a minimum invest-
to buy them for clients. “That means ment of $25,000, and imposes a steep
an advisor can’t do their job,” Edel- 3% annual expense ratio.
man says. “They can’t incorporate 3 The fund was off to a decent start—
NFTs into a portfolio or bill on the it was up 14% from when it launched
asset, which is something that bothers through early February, but it was
most advisors because they can’t col- down 12.6% for the year as of Feb. 22.
lect their fee on it.” 2 But Bitwise isn’t trying to pick win-
Arbor Capital Management, based ners and losers. The fund tracks a
in Anchorage, Alaska, is one advisory market-cap-weighted index of the top
firm that’s on board with digital as- 10 NFTs, with 37% now in Bored
sets, including NFTs. While the firm 1 Apes and 27% in CryptoPunks—high
doesn’t buy NFTs directly, it does concentrations in just two collections.
invest in two of the leading crypto- Due largely to its steep management
currencies for new blockchain-based fees, the fund is trailing its index by
virtual worlds: Sandbox and Decen- 0 0.7 percentage point.
traland. NFTs are used extensively in 2021
Hougan expects nonfungible to-
those worlds. “That’s how we gain kens to evolve considerably, predict-
exposure to the NFT space,” says Count of NFTs trading, daily ing that products linked to music
Marc Nichols, product director at royalties will be the next phase of
3 Million
Arbor Digital, a division of the firm. growth. NFTs “aren’t a one-trick
Buying NFTs for clients poses more 2 pony,” he says. The Bitwise fund will
than just investment risk, however. 1 change, too, as NFTs come and go
Scams run rampant in NFT markets, with quarterly rebalancing. For now,
0
which aren’t supervised or regulated at least, investors are banking on
by any government. Tokens may be 2021 Bored Apes and CryptoPunks cling-
counterfeited or be part of a “pump Note: based on conversion rates from Ether to dollars. Source: Chainalysis ing to their crypto glory. B
Q&A An Interview With Hester Peirce

Commissioner, Securities and Exchange Commission
Crypto’s
Regulatory
Battle
By DAREN FONDA
C
rypto has turned contentious in Washington.
While the White House pushes for new rules,
a partisan divide is growing in Congress over

how to supervise, tax, and regulate the indus-
try. At the nexus of the debate sits the Securities and
Exchange Commission. Led by Chairman Gary Gensler,
a Democrat appointed by President Joe Biden, the SEC
has taken a get-tough approach to the industry. But
Gensler also faces opposition within the agency—
notably from fellow commissioner Hester Peirce.
A Republican appointed by former President Donald

Trump, Peirce has won the nickname “crypto mom” for
her outspoken and unwavering support of the industry.
She has clashed with Gensler over crypto enforcement
actions, called for a light regulatory approach, and urged
the agency to approve an exchange-traded fund based
on spot prices for Bitcoin, in addition to the recently
approved futures-based products.
Barron’s spoke with Peirce about what’s next for crypto
regulation and how she’d like to see Washington handle
the industry. An edited version of our discussion follows.
Barron’s: What makes crypto buying and selling so

challenging to regulate?
Hester Peirce: There isn’t clarity around who—if
anyone—should be regulating crypto exchanges. There’s
nothing in the rule-making agenda that says we’re going
to create a registration regime for crypto exchanges. It
would be quite difficult for most of the platforms to regis-
ter under the existing framework, partly because they do
things differently than traditional securities exchanges.
How are crypto exchanges different from stock or

commodity exchanges?
Among other things, they have retail accounts—they’re
custodying crypto for retail clients. That’s very unusual;
Photograph by GREG KAHN

If people want a governmental regulator

of crypto trading, Peirce says the SEC
“[W]e’ve had opportunities to approve But ideally, the framework would be a
self-regulatory organization, such as
could craft a regime that could work. an ETF that we should have taken.” Finra for brokerages and exchanges.
usually a broker/dealer is the interme- option is for it to register as an thinking on Bitcoin ETFs? are definitely instances in which the
diary. And some of the tokens on ex- investment company and get its Based upon the recent application label is misapplied, and it really looks
changes may be securities, but pre- lending products registered with denials, I have trouble understanding a lot more like traditional finance than
sumably not all of them are. So, can the SEC. But you say that will be how that could be the case. People can perhaps people are willing to admit.
you trade a security alongside a non- difficult. What makes it so hard? buy Bitcoin directly. But a lot of people You have to be careful not to regu-
security? We don’t have examples of There’s no category to register as a want to hold Bitcoin in the same ac- late software code, because there are
that in the traditional exchange world. crypto lender. You can register your counts as other parts of their port- First Amendment considerations
security or debt offerings. And you folio; Bitcoin ETFs would be very con- around trying to stop people from
What’s your solution? can try to register as an investment venient. I wrote my first dissent over coding. What I fear is that we, and
If we are going to have a regulator, in company, or seek an exemption, al- the denial of a Bitcoin ETF four years other regulators, will try very hard
my ideal framework it would be a self- though that’s difficult if you’re issuing ago, and I’m still amazed that there to find someone and claim that person
regulatory organization—an example debt securities. The staff has taken the hasn’t been an approval yet. is the project, in instances where there
being Finra [the Financial Industry view that having digital assets in an is no person behind the project.
Regulatory Authority, which oversees investment company in any substan- You’ve written proposals for cryp-
brokerages and exchanges]. Or the tial amount is problematic. tocurrency issuers to have a “safe Do you like the idea of a “crypto
market could pressure exchanges to harbor” from regulatory actions, czar”—one regulatory agency
explain how they’re operating and That brings us to Bitcoin ETFs. giving them time to build decen- overseeing the whole industry?
force more disclosures. Fund companies have tried for tralized blockchain networks and I understand the attractiveness of hav-
But I think a lot of people are going years to persuade the SEC to ap- apps. Where does that stand? ing one entity that’s a crypto specialist
to want a [governmental] regulator. If prove a spot-based Bitcoin ETF, It has made its way into a piece of leg- because now there’s such diffuse au-
that’s the case, the SEC is one poten- which would own the coin itself, islation introduced by Rep. Patrick thority, and nobody knows who’s re-
tial regulator. We can craft a regime much the way gold ETFs work. McHenry [R., N.C.]. But I haven’t sponsible for what. At the same time,
that could work for crypto venues. Those products exist in Canada convinced my colleagues on that one, given the breadth of crypto, it’s going
A Value
I’d like it to be done in a transparent, and Switzerland, but the SEC has either. A lot of the reaction is, “The Proposition to be very hard for one particular
collaborative fashion. And it would approved only futures-based Bit- rules are the rules. People need to “Crypto allows agency. Whenever people call for a
be more comfortable to do so with a coin ETFs. What’s the holdup? figure out how to comply with them, you to transfer regulator to do XYZ and get rid of the
statutory mandate. One reason for the denials is that the and they can come in and talk to us.” value over the other regulators doing it, all they get
Bitcoin spot market isn’t supervised The problem is that you never see a internet in ways is an additional regulator.
It seems like one roadblock for and could be manipulated. That rea- workable solution coming out of that that couldn’t
exchanges is that some tokens, as soning is problematic. We’re treating process. And that’s what I’m urging happen before. You’ve said a lot of the world will
you say, might qualify as securi- crypto differently than we’ve treated the Commission to do—come up It allows you end up using crypto for things that
ties, while others wouldn’t. other types of products that I would with solutions that achieve investor- to organize now aren’t done with crypto. Could
At some point, someone’s going to argue are similar. The notion that the protection goals and allow some of human activity you elaborate?
have to start identifying which of underlying market has to trade just these things to move forward. in a way that you Crypto allows you to transfer value
these things are actually securities, like a regulated securities market couldn’t before.” over the internet in ways that couldn’t
which we haven’t been willing to do. seems very extreme to me. Let’s move on to decentralized happen before. It allows you to orga-
If we’re requiring some distinct treat- Some analyses show that the fu- finance, or DeFi. Gensler has nize human activity in a way that you
ment for the securities and the nonse- tures market is actually leading the called it the Wild West of crypto. couldn’t before, because people can
curities, it’s going to be really difficult spot markets—meaning that if you These are blockchain networks, participate in making decisions and
for exchanges to register. are trying to manipulate the spot tokens, and apps that are being sharing the fruits of their collective
Even if an initial coin offering is markets, you’d have to also manipu- used for trading, lending, and labors.
determined to be a securities offering, late the futures market. borrowing. None of it is under any I suspect that you’ll see crypto or
it’s not clear to me that the token itself Proving that the Bitcoin spot mar- regulatory oversight. Is DeFi really blockchain technology in the securi-
is the security. For example, some- ket is treated like other regulated mar- decentralized? Should it, in some ties industry streamlining some of the
thing is sold with promises that make kets seems unnecessary to show that cases, be supervised? processes and fees. How exactly that
it a security, but over time it loses there wouldn’t be a problem in trad- DeFi poses a challenge. If protocols will work out, I don’t know. But I
those features. We have not histori- ing. Look at a lot of markets, like for are truly decentralized, then we don’t suspect that it will enable efficiencies
cally put out lists of what we think is commodities—they may not be as neat have the centralized intermediaries in clearing and those other back-end
a security and what isn’t. That would and organized as our regulated mar- we’re used to dealing with. There are functions.
be a very unusual thing for us to do. kets. And even in our regulated mar- benefits to DeFi that take away some
I don’t know how we’re going to get kets, sometimes there are problems. of the need for regulation that you see Some of the most vocal supporters
clarity. We’ve got to have a mechanism But that doesn’t cause exchange-traded in the traditional finance world. DeFi of crypto in Congress have also
other than enforcement actions to products built on those markets to allows for great transparency, and it traded and bought cryptos. Should
provide some clarity. have problems. I certainly think we’ve contributes to the resilience of the Congress ban crypto ownership by
had opportunities to approve an ETF market because it spreads risk across lawmakers?
BlockFi recently settled with the that we should have taken. a lot of people instead of concentrating That is above my pay grade.
SEC for $100 million in fines over it in particular intermediaries.
its crypto-lending products. One Is there any shift in the SEC’s Those things are positive, but there Thanks, Hester. B
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industry. This benchmark minimizes bias and human error in our process.
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four annual financial advisor rankings. For more Barron’s rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help
information on them and other ranked advisors, investors narrow a search. Every advisor will have his or her own approach to investing, financial planning and other
visit barrons.com/guide. services. Clients are encouraged to approach the search for an advisor the way they would a search for a doctor—
interviewing multiple professionals and getting opinions from multiple third parties.
ARIZONA
James Marten Trevor Wilde Garrett Bland Seth Haye George Papadoyannis
Merrill Lynch Wealth Wilde Wealth Management Morgan Stanley Private Wealth Morgan Stanley Ameriprise Financial Services
Robert Bancroft Management Group Management Westlake Village San Mateo
Morgan Stanley Private Wealth Phoenix Scottsdale Los Angeles seth.haye@morganstanley.com george.x.papadoyannis@
Management
james_marten@ml.com trevor@wildewealth.com garrett.bland@ (805) 494-0215 ampf.com
Scottsdale
(602) 954-5016 (480) 361-6203 morganstanleypwm.com advisor.morganstanley.com/ (650) 593-9170 x328
robert.bancroft@ fa.ml.com/martengroup wildewealth.com (310) 788-2190 the-oaks-group papadoyannisandassociates.com
morganstanleypwm.com advisor.morganstanley.com/
$2,444m Total Assets $1,315m Total Assets $1,345m Total Assets $4,400m Total Assets
(480) 624-5714 the-bland-group
$4m Typical Account Size $1m Typical Account Size $3.5m Typical Account Size $2m Typical Account Size
advisor.morganstanley.com/
$642m Total Assets
bbsg
David Stahle $12m Typical Account Size Richard Jones Laila Pence
$1,552m Total Assets Merrill Lynch CALIFORNIA Merrill Private Wealth Pence Wealth Management
$25m Typical Account Size Gilbert Steven Check Management Newport Beach
david_stahle@ml.com Matthew Babrick Check Capital Management Inc. Los Angeles laila.pence@lpl.com
Michael Butt First Republic Investment Costa Mesa
(480) 752-6435 richardb_jones@ml.com (949) 660-8777
Morgan Stanley
fa.ml.com/sbgroupaz Management scheck@checkcapital.com (310) 407-4925 pencewealthmanagement.com

Scottsdale Los Angeles
$2,923m Total Assets (714) 641-3579 pwa.ml.com/joneszafarigroup $4,081m Total Assets
michael.butt@ms.com mbabrick@firstrepublic.com checkcapital.com
$3m Typical Account Size $19,106m Total Assets $3m Typical Account Size
(480) 368-6565 (310) 788-3739 $1,543m Total Assets $50m Typical Account Size
morganstanleyfa.com/ firstrepublic.com/all-profiles/
Mark Stein $1m Typical Account Size Darren Pfefferman
michaelwbutt matthew-babrick
Galvin, Gaustad & Stein, LLC Elaine Meyers Morgan Stanley Private Wealth
$710m Total Assets Scottsdale $4,478m Total Assets Drew Corradini J.P. Morgan Wealth Management Management
$3m Typical Account Size $50m Typical Account Size J.P. Morgan Wealth Management San Francisco San Diego
mark@ggsadvisors.com
(480) 776-1440 San Francisco elaine.meyers@jpmorgan.com darren.a.pfefferman@
Brian Crawford Emily Bach
ggsadvisors.com drew.corradini@jpmorgan.com (415) 315-7801 morganstanleypwm.com
Wells Fargo Advisors The Bach Group at
$428m Total Assets (415) 772-2970 jpmorgan.com/elainemeyers (858) 597-7754
Tucson Morgan Stanley
$2m Typical Account Size jpmorgan.com/os-group $5,500m Total Assets advisor.morganstanley.com/
brian.crawford@wfadvisors.com Orinda the-pfefferman-daluiso-group
$3,500m Total Assets $45m Typical Account Size
(520) 615-8463 emily.bach@morganstanley.com $15m Typical Account Size
Ruth Transue $2,339m Total Assets
home.wellsfargoadvisors.com/ (925) 253-5322
Wells Fargo Advisors Greg Onken $10m Typical Account Size
brian.crawford fa.morganstanley.com/
Tucson Lisa Detanna J.P. Morgan Wealth Management
$1,100m Total Assets thebachgroup
transuer@wellsfargo.com Raymond James San Francisco Spuds Powell
$2m Typical Account Size $1,286m Total Assets Beverly Hills Kayne Anderson Rudnick
(520) 529-5932 greg.onken@jpmorgan.com
$3m Typical Account Size Investment Management
fa.wellsfargoadvisors.com/ lisa.detanna@raymondjames. (415) 772-3123
Joe Di Vito Los Angeles
ruth-transue com jpmorgan.com/os-group
RBC Wealth Management– Jim Berliner
$680m Total Assets (310) 285-4506 $3,500m Total Assets spowell@kayne.com
Private Client Group Westmount Asset Management raymondjames.com/global-
$2m Typical Account Size $15m Typical Account Size (310) 282-7945
Phoenix Los Angeles wealthsolutionsgroup kayne.com
joe.divito@rbc.com jberliner@westmount.com $3,853m Total Assets $61,162m Total Assets
(602) 381-5340 (310) 556-2502 $12m Typical Account Size $10m Typical Account Size
thedivitoconsultinggroup.com westmount.com
$529m Total Assets $4,389m Total Assets
$3m Typical Account Size $4m Typical Account Size

CALIFORNIA (CONT.) COLORADO
Ali Flynn Phillips Harold Trischman Marvin McIntyre Peter Bermont
Obermeyer Wood Investment Morgan Stanley Morgan Stanley Private Wealth Raymond James
Frank Reilly Mark Brown Counsel, LLLP Greenwich Management Coral Gables
Reilly Financial Advisors Brown & Company Aspen Washington
harold.j.trischman@ peter.bermont@
La Mesa Denver
ali@obermeyerwood.com morganstanley.com marvin.mcintyre@ raymondjames.com
frank.reilly@rfadvisors.com mbrown@brownandco.com (970) 925-8747 (203) 625-4824 morganstanleypwm.com (305) 446-6600
(800) 682-3237 (303) 863-7112 obermeyerwood.com fa.morganstanley.com/ (202) 778-1381 bermontgoldwealth.com
rfadvisors.com brownandco.com trischmangroup advisor.morganstanley.com/
$1,900m Total Assets $2,700m Total Assets
$2,647m Total Assets $587m Total Assets $4m Typical Account Size $2,422m Total Assets cwmg $20m Typical Account Size
$3m Typical Account Size $6m Typical Account Size $5m Typical Account Size $4,595m Total Assets
Scott Thisted $5m Typical Account Size Jose Cabrera
Carolyn Taylor Melissa Corrado-Harrison Merrill Private Wealth Raymond James
DELAWARE
Weatherly Asset Management, UBS Financial Services Management John McKnight Coral Gables
LP Denver Denver Merrill Lynch
Michael Koppenhaver jose.cabrera@raymondjames.com
Del Mar melissa.harrison@ubs.com Washington
scott_thisted@ml.com Merrill Lynch (305) 461-6670
carolyn@weatherlyassetmgt.com (303) 820-5770 (720) 941-2034 john_mcknight@ml.com raymondjames.com/
Dover
(858) 259-4507 financialservicesinc.ubs.com/ pwa.ml.com/thehtteam (202) 429-4677 theamericasgroup
weatherlyassetmgt.com team/corrado-harrison michael_s_koppenhaver@ml.com
$1,348m Total Assets fa.ml.com/district-of-columbia/ $4,678m Total Assets
(302) 736-7743
$1,035m Total Assets $1,115m Total Assets $15m Typical Account Size washington/mkb $5m Typical Account Size
fa.ml.com/the_koppenhaver_
$3m Typical Account Size $35m Typical Account Size $1,655m Total Assets
group
$3m Typical Account Size Adam Carlin
Deb Wetherby CONNECTICUT $777m Total Assets
Shawn Fowler Morgan Stanley Private Wealth
Wetherby Asset Management $2m Typical Account Size
Morgan Stanley Private Wealth Dexter Walker Management
San Francisco Management Peter Chieco Morgan Stanley Private Wealth Coral Gables
Denver Kimberlee Orth
deb@wetherby.com Morgan Stanley Management adam.e.carlin@
Ameriprise Financial
(415) 399-9159 shawn.fowler@ Greenwich Washington morganstanleypwm.com
Wilmington
wetherby.com morganstanley.com peter.chieco@morganstanley.com dexter.walker@ (305) 476-3302
(303) 446-3306 kimberlee.m.orth@ampf.com
$5,779m Total Assets (203) 625-4897 morganstanleypwm.com fa.morganstanley.com/adam.e.
pwm.morganstanley.com/ (302) 475-5105
$33m Typical Account Size advisor.morganstanley.com/ (202) 292-5450 carlin
fowlerbull kimberleeorth.com
thesoundshoregroup advisor.morganstanley.com/ $3,441m Total Assets

Alan Whitman $6,764m Total Assets $3,301m Total Assets the-walker-group
Morgan Stanley Wealth $38m Typical Account Size $7m Typical Account Size
$7m Typical Account Size $2,125m Total Assets
Management $12m Typical Account Size Louis Chiavacci
Pasadena Carl Hoover Peni Warren
Brian Hetherington Merrill Private Wealth
Private Wealth Management Merrill Lynch
alan.whitman@morganstanley. Merrill Lynch Wealth Management
Denver Dover FLORIDA
com Management Coral Gables
(626) 405-9313 carl_hoover@ml.com New Canaan peni_warren@ml.com
louis_chiavacci@ml.com
fa.morganstanley.com/wz (720) 941-2033 (302) 736-7710 Roy Apple
brian_hetherington@ml.com
(305) 774-0501
pwa.ml.com/thehtteam fa.ml.com/townsendwarren J.P. Morgan Wealth Management
$3,245m Total Assets (203) 972-2523 pwa.ml.com/chiavacciteam
$5m Typical Account Size pwa.ml.com/hetheringtongroup $724m Total Assets Palm Beach Gardens
$15m Typical Account Size $2m Typical Account Size roy.apple@jpmorgan.com
Cheryl L. Young $25m Typical Account Size (561) 694-5675
Morgan Stanley Joseph Janiczek jpmorgan.com/raslgroup
WASHINGTON, D.C. Aimee Cogan
Los Gatos Janiczek Wealth Management Charles J. Noble, III $2,733m Total Assets Morgan Stanley
cheryl.young@morganstanley. Denver Janney Montgomery Scott $5m Typical Account Size Sarasota
Michael Freiman
com cwegner@janiczek.com New Haven aimee.cogan@morganstanley.com
Morgan Stanley Wealth
(408) 358-0976 (303) 721-7000 noblegroup@janney.com Louise Armour (941) 363-8513
Management
fa.morganstanley.com/ janiczek.com (203) 784-7401 J.P. Morgan Wealth Management advisor.morganstanley.com/
Washington
youngandassociates advisor.janney.com/ Palm Beach Gardens the-bellwether-group
$686m Total Assets michael.j.freiman@
$3,743m Total Assets $4m Typical Account Size noblewealthadvisors louise.armour@jpmorgan.com $1,321m Total Assets
morganstanley.com
$8m Typical Account Size $1,144m Total Assets (800) 926-6604 $10m Typical Account Size
(202) 778-1382
Wally Obermeyer $6m Typical Account Size jpmorgan.com/wealth-
teamfreiman.com
Reza Zafari Obermeyer Wood Investment management/wealth-partners/
$1,735m Total Assets Don d’Adesky
Merrill Private Wealth Counsel Matthew Somberg offices/palm-beach/armour-
$2m Typical Account Size Raymond James
Management Aspen Gottfried & Somberg Wealth group
Boca Raton
Los Angeles wally@obermeyerwood.com Management LLC $1,293m Total Assets
don.dadesky@raymondjames.
reza_zafari@ml.com (970) 925-8747 Glastonbury $8m Typical Account Size
com
(310) 407-4923 obermeyerwood.com somberg@gottfriedsomberg.com (561) 981-3690
pwa.ml.com/joneszafarigroup $2,400m Total Assets (860) 430-9104 raymondjames.com/
$19,106m Total Assets $7m Typical Account Size gottfriedsomberg.com theamericasgroup
$50m Typical Account Size $1,550m Total Assets $4,678m Total Assets
Participation in this section is only open to advisors who have been listed in our editorial rankings. Advisors
pay a fee to be included in this reprint. Participation in this section has no bearing on the outcome of our
rankings. Assets are tied to the most recent ranking. For more information, visit barrons.com/guide.

FLORIDA (CONT.)
Clarke Lemons William Merriam Michael Silver Kyle Chudom David Sheppard
Eaton Vance WaterOak Advisors Merrill Lynch Wealth Baron Silver Stevens Morgan Stanley Merrill Lynch
John Elwaw Winter Park Management Financial Advisors Oak Brook Deer Park
Morgan Stanley Jacksonville Boca Raton
barrons@wateroak.com kyle.chudom@morganstanley. david_n_sheppard@ml.com
Miami
(407) 567-2956 william_h_merriam@ml.com msilver@bssfa.com com (847) 550-7878
john.elwaw@ms.com evwateroak.com (904) 218-5931 (561) 447-1997 (630) 573-9680 fa.ml.com/sheppardgroup
(305) 376-2408 fa.ml.com/bill_merriam bssfa.com chudomhayes.com
$2,930m Total Assets $768m Total Assets
advisor.morganstanley.com/
$4m Typical Account Size $1,052m Total Assets $722m Total Assets $1,045m Total Assets $7m Typical Account Size
the-elwaw-cavalieri-group
$2m Typical Account Size $1m Typical Account Size $1m Typical Account Size
$3,319m Total Assets Trent Leyda Joseph Silich
$5m Typical Account Size Morgan Stanley Deborah Montaperto Kurt Sylvia Brad DeHond Morgan Stanley
Vero Beach Morgan Stanley Private Wealth J.P. Morgan Wealth Management Morgan Stanley Private Wealth Chicago
Janet Franco Gordon
trent.leyda@morganstanley.com Management Palm Beach Gardens Management joseph.silich@morganstanley.
Morgan Stanley Palm Beach Chicago
(772) 234-1805 kurt.sylvia@jpmorgan.com com
Coral Gables
advisor.morganstanley.com/ deborah.d.montaperto@ (561) 694-5652 brad.dehond@ (312) 443-6200
janet.franco.gordon@ the-leyda-group morganstanleypwm.com jpmorgan.com/ morganstanleypwm.com fa.morganstanley.com/
morganstanley.com (212) 761-8934 sylviawealthmanagement (312) 453-9111 thesilichgroup
$1,290m Total Assets
(305) 476-3304 advisor.morganstanley.com/the- advisor.morganstanley.com/
$10m Typical Account Size $815m Total Assets $1,079m Total Assets
advisor.morganstanley.com/ polk-wealth-management-group moriarity-dehond-mulka
janet.franco.gordon
Matthew Lytell $30,000m Total Assets $2,692m Total Assets
$1,074m Total Assets Riverwalk Wealth Advisors $50m Typical Account Size Mark Thorndyke $50m Typical Account Size
$7m Typical Account Size Northwestern Mutual Merrill Lynch Wealth IOWA
Tampa Thomas Moran Management Daniel Fries
Trevor Fried Moran Wealth Management Naples Merrill Lynch Jerry Ask
matthew.lytell@nm.com
Morgan Stanley Naples Chicago Jerry K. Ask Investment Services
(813) 426-1058 mark_w_thorndyke@ml.com
Fort Lauderdale Cedar Rapids
riverwalkwealthadvisors.nm.com thomas.moran@moranwm.com (312) 696-7645 daniel.fries@ml.com
trevor.fried@morganstanley.com (239) 920-4440 fa.ml.com/ (312) 696-2121 jerry.ask@jkainvest.com
$932m Total Assets
(954) 713-8436 moranwm.com thorndykesheppardgroup fa.ml.com/illinois/chicago/ (319) 395-9230
$3m Typical Account Size
advisor.morganstanley.com/ frieswealthmanagement jkainvest.com
the-las-olas-group
Scott Macaione $5m Typical Account Size $8m Typical Account Size $1,209m Total Assets $462m Total Assets
$881m Total Assets Eaton Vance WaterOak Advisors $3m Typical Account Size $1m Typical Account Size
$2m Typical Account Size Winter Park Adam Palmer
Morgan Stanley | Graystone GEORGIA Tom Kilborn Matt Fryar
info@evwateroak.com
Chris Garvin Consulting Merrill Lynch Wells Fargo Advisors
(407) 567-2956
UBS Financial Services Tampa Michael Hines Northbrook Des Moines
evwateroak.com
Fort Lauderdale Consolidated Planning
$2,152m Total Assets adam.h.palmer@msgraystone. tom_kilborn@ml.com matthew.r.fryar@wellsfargo.com
chris.garvin@ubs.com com Corporation (847) 564-7201 (515) 245-3120
$3m Typical Account Size Atlanta
(954) 468-2216
(813) 227-2033 fa.ml.com/kilborngroup fa.wellsfargoadvisors.com/

ubs.com/team/garvinfinancial graystone.morganstanley.com/ mhines@cpcadvisors.com matthew-fryar
Michael McCain $1,092m Total Assets
$1,106m Total Assets adam.h.palmer (404) 892-1995 $1-50m Typical Account Size $875m Total Assets
Wells Fargo Advisors
$5m Typical Account Size $8,174m Total Assets cpcadvisors.com $5m Typical Account Size
Naples
$5m Typical Account Size $843m Total Assets Kevin Lynch
michael.mccain@wfadvisors.
Jeff Hausinger $3m Typical Account Size Morgan Stanley
com KANSAS
All Seasons Wealth Daryn Pingleton Chicago
(239) 254-2206
Tampa Merrill Lynch
jacobynealonmccainwmg.com ILLINOIS kevin.r.lynch@
jeff.hausinger@allwealth.com West Palm Beach Trey Barnes
$2,210m Total Assets morganstanleypwm.com
(813) 490-6610 Mariner Wealth Advisors
$10m Typical Account Size daryn_pingleton@ml.com (312) 453-9130
allwealth.com Raj Bhatia Overland Park
(561) 514-4817 advisor.morganstanley.com/
Merrill Lynch Private Banking trey.barnes@
$660m Total Assets Steve McGovern fa.ml.com/florida/west-palm- lynch-defreytas
& Investment Group marinerwealthadvisors.com
$1m Typical Account Size Merrill Lynch beach/pingleton_group $2,055m Total Assets
Chicago (913) 387-2734
Stuart $1,118m Total Assets $41m Typical Account Size
Keith Jacoby raj_bhatia@ml.com marinerwealthadvisors.com/
steve_mcgovern2@ml.com $4m Typical Account Size
Jacoby Nealon & McCain Wealth (312) 325-2676 why-us/people/trey-barnes
(772) 223-6732 Kathleen Roeser
Management Group of Wells pwa.ml.com/bhatiagroup $2,176m Total Assets
fa.ml.com/mcgovern-group Andrew Schultz Morgan Stanley
Fargo Advisors Morgan Stanley Private Wealth $1,891m Total Assets Chicago $2m Typical Account Size
Naples $663m Total Assets $15m Typical Account Size
Management kathy.roeser@morganstanley.
$5m Typical Account Size Tim Werth
keith.jacoby@ Miami Beach com
wellsfargoadvisors.com Werth Wealth Management LLC
andrew.schultz@morganstanley. (312) 443-6500
(239) 254-2220 Hays
com fa.morganstanley.com/
jacobynealonmccainwmg.com (305) 695-6116 theroesergroup tim@werthfinancial.com
$2,210m Total Assets fa.morganstanley.com/ (785) 628-1712
$10m Typical Account Size theschultzgroup werthfinancial.com
$861m Total Assets $1,022m Total Assets

KENTUCKY MARYLAND MASSACHUSETTS MISSOURI
Peter Princi Timothy Long
Morgan Stanley | Graystone Merrill Lynch
Barry Barlow Patricia Baum Charles S. Bean III Consulting Grand Rapids Diane Compardo
Merrill Lynch RBC Wealth Management Heritage Financial Services Boston Moneta
timothy_long@ml.com
Louisville Annapolis Westwood Clayton
peter.b.princi@msgraystone.com (616) 774-4220
barry_barlow@ml.com patricia.baum@rbc.com cbean@heritagefinancial.net (617) 589-3229 fa.ml.com/michigan/grand- dcompardo@monetagroup.com
(502) 329-5097 (410) 573-6717 (781) 619-1302 fa.morganstanley.com/ rapids/vlmbgroup (314) 244-3222
fa.ml.com/kentucky/louisville/ baumjackson.com heritagefinancial.net theprincigroup monetagroup.com/cwcj
b_barlow $1,757m Total Assets $2,076m Total Assets $2,201m Total Assets
$1,032m Total Assets $10m Typical Account Size $3m Typical Account Size $10m Typical Account Size $15m Typical Account Size
$4m Typical Account Size Leo Stevenson
Robert Collins Debra Brede Ira Rapaport Merrill Lynch Michael Moeller
Charles “Todd” Mercer Collins Investment Group D.K. Brede Investment New England Private Wealth Wyandotte Moeller Investment Group
Merrill Lynch Bethesda Management Advisors Chesterfield
leo_stevenson@ml.com
Louisville robert.collins@ Needham Wellesley mike.moeller@wfadvisors.com
(734) 324-3826
charles.mercer@ml.com collinsinvestmentgroup.com brede@bredeinvestment.com ira.rapaport@nepwealth.com fa.ml.com/wyandottegroup (636) 530-6111
(502) 329-5090 (301) 915-9630 (781) 444-9367 (781) 416-1700 themoellergroup.net
$862m Total Assets
fa.ml.com/mwmgroup collinsinvestmentgroup.com bredeinvestment.com nepwealth.com $2,135m Total Assets
$840m Total Assets $887m Total Assets $1,350m Total Assets $2,136m Total Assets $3m Typical Account Size
$5m Typical Account Size $3m Typical Account Size $2m Typical Account Size $7m Typical Account Size Charles C. Zhang
Zhang Financial Kathleen Youngerman
Travis Musgrave Barry Garber Carl Cafaro Raj Sharma Portage Morgan Stanley Private Wealth
Merrill Lynch Alex. Brown | Raymond James Merrill Lynch Merrill Private Wealth Management
charles.zhang@zhangfinancial.
Lexington Baltimore Newton Management Chesterfield
com
travis_musgrave@ml.com barry.garber@alexbrown.com carl.cafaro@ml.com Boston (269) 385-5888 kathleen.l.youngerman@
(859) 231-5258 (410) 525-6210 (617) 243-8046 raj_sharma@ml.com zhangfinancial.com morganstanleypwm.com
fa.ml.com/musgrave alexbrown.com/ fa.ml.com/cafarogroup (617) 946-8030 (314) 889-4862
$828m Total Assets garberwealthmanagementteam $2,206m Total Assets pwa.ml.com/sharma_group advisor.morganstanley.com/
$5m Typical Account Size $3,918m Total Assets $10m Typical Account Size the-harmony-family-office
$15m Typical Account Size $10m Typical Account Size $405m Total Assets
Kevin Grimes MINNESOTA $35m Typical Account Size
LOUISIANA Kent Pearce Grimes & Company, Inc. Brian Strachan
Merrill Lynch Westborough Morgan Stanley Private Wealth Ben Marks
Rick Frayard Towson NEBRASKA
advisors@grimesco.com Management Marks Group Wealth
UBS Financial Services kent_pearce@ml.com (508) 366-3883 Boston Management
Lafayette (410) 321-4340 grimesco.com Minnetonka Jason Dworak
brian.s.strachan@ UBS Financial Services
rick.frayard@ubs.com fa.ml.com/pearce_group $4,050m Total Assets morganstanleypwm.com ben.marks@marksgroup.com
(337) 593-3600 Lincoln
$2,251m Total Assets $3m Typical Account Size (617) 570-9240 (952) 582-6100
advisors.ubs.com/epg $7m Typical Account Size advisor.morganstanley.com/ marksgroup.com jason.dworak@ubs.com

$1,694m Total Assets the-strachan-group (402) 328-2077
Susan Kaplan $1,489m Total Assets
$2m Typical Account Size financialservicesinc.ubs.com/
Robert Scherer Kaplan Financial Services, Inc. $2,975m Total Assets $2m Typical Account Size
team/dworakgroup
Graystone Consulting Newton $10m Typical Account Size
Potomac David A. Olson $1,123m Total Assets
MAINE susan.kaplan@lpl.com
Morgan Stanley $8m Typical Account Size
robert.s.scherer@msgraystone. (617) 527-1557
com kaplan-financial.com MICHIGAN Rochester
Jeremiah Burns Jim Siemonsma
(301) 279-6403 $2,550m Total Assets david.a.olson@morganstanley.
Morgan Stanley Jeffrey Fratarcangeli Mariner Wealth Advisors
graystone.morganstanley.com/ $5m Typical Account Size com
Portland Fratarcangeli Wealth Omaha
graystone-consulting- (507) 269-7542
jeremiah.burns@morganstanley. metropolitan-washington-d-c Management fa.morganstanley.com/ jim.siemonsma@
Peter Noonan
com Bloomfield Hills blackridgegroup marinerwealthadvisors.com
$10,779m Total Assets J.P. Morgan Wealth Management
(207) 871-7373 jeff@fratarcangeliwealth.com (402) 829-3650
$25m Typical Account Size Boston $632m Total Assets
advisor.morganstanley.com/ (248) 385-5050 marinerwealthadvisors.com
jeremiah.burns peter.noonan@jpmorgan.com $4m Typical Account Size
E. Geoffrey Sella fratarcangeliwealth.com $1,351m Total Assets
(617) 654-2318
$580m Total Assets SPC Financial, Inc. $3,000m Total Assets $1m Typical Account Size
jpmorgan.com/peternoonan Michelle Young
$5m Typical Account Size Rockville $8m Typical Account Size
$2,772m Total Assets Ameriprise Financial/
esella@spcfinancial.com $15m Typical Account Size Confetti Wealth
Todd Doolan David Kudla Edina
(301) 770-6800
Morgan Stanley Mainstay Capital Management
spcfinancial.com confettiwealth@ampf.com
Portland Grand Blanc
$1,220m Total Assets (952) 857-1487
todd.h.doolan@morganstanley. mainstay@mainstaycapital.com ameripriseadvisors.com/team/
com (866) 444-6246 confetti-wealth
(207) 771-0812 mainstaycapital.com
advisor.morganstanley.com/ $789m Total Assets
the-doolan-eldredge-group $3,778m Total Assets $1m Typical Account Size
$423m Total Assets

NEVADA NEW JERSEY
Mary Deatherage Michael Ricca Jay Canell Marc Fischer
Morgan Stanley Private Wealth Morgan Stanley Wealth J.P. Morgan Wealth Management Graystone Consulting
Deborah Danielson Bruce Barth Management Management New York Rochester
Danielson Financial Group / Merrill Lynch Wealth Little Falls Florham Park jay.canell@jpmorgan.com marc.r.fischer@msgraystone.
LPL Financial Management
mary.m.deatherage@ michael.j.ricca@morganstanley. (212) 272-0888 com
Las Vegas Short Hills
morganstanleypwm.com com jpmorgan.com/canellgroup (585) 389-2271
deborah@ bruce_g_barth@ml.com (973) 890-3015 (973) 236-3530 graystone.morganstanley.com/
danielsonfinancialgroup.com (973) 564-7740 advisor.morganstanley.com/ advisor.morganstanley.com/ the-fischer-group-at-graystone-
(702) 734-7000 fa.ml.com/barthgroup thedeatheragegroup the-ricca-group consulting
danielsonfinancialgroup.com $1,609m Total Assets $3,930m Total Assets $5,078m Total Assets Neil Canell $2,639m Total Assets
$485m Total Assets $2m Typical Account Size $10m Typical Account Size $8m Typical Account Size J.P. Morgan Wealth Management $40m Typical Account Size
$2m Typical Account Size New York
Francis Bitterly Mark Fendrick Steven Rothman Marc Karetsky
neil.canell@jpmorgan.com
Randy Garcia Morgan Stanley UBS Financial Services UBS Financial Services Morgan Stanley Private Wealth
(212) 272-0777
The Investment Counsel Red Bank Mount Laurel Red Bank Management
jpmorgan.com/canellgroup
Company francis.g.bitterly@ms.com New York
mark.fendrick@ubs.com steven.rothman@ubs.com $3,800m Total Assets
Las Vegas (732) 224-3754 (856) 985-2070 (732) 219-7228 $15m Typical Account Size marc.karetsky@
randy@iccnv.com fa.morganstanley.com/ financialservicesinc.ubs.com/ financialservicesinc.ubs.com/ morganstanleypwm.com
(702) 871-8510 francisbitterly team/fendrickgroup team/rothmangroup (212) 761-5020
iccnv.com Greg DelMonte
$604m Total Assets $1,101m Total Assets $517m Total Assets Stifel, Nicolaus & Company, advisor.morganstanley.com/
$1,508m Total Assets $3m Typical Account Size $4m Typical Account Size $2m Typical Account Size Incorporated marc-karetsky-sylvia-gort
$6m Typical Account Size New York $1,404m Total Assets
David Briegs Elliott Kugel Ken Schapiro $25m Typical Account Size
gregory.delmonte@stifel.com
Merrill Lynch Wealth Merrill Lynch Condor Capital Management
NEW HAMPSHIRE (212) 328-1645
Management Bridgewater Martinsville Jason Katz
delmonte-group.com
Bridgewater UBS Financial Services
Brian Doyle elliott_m_kugel@ml.com info@condorcapital.com $1,590m Total Assets
Wells Fargo Advisors david_briegs@ml.com (908) 685-3252 (732) 356-7323 New York
Hanover (908) 685-3203 fa.ml.com/kugelbriegs condorcapital.com jason.m.katz@ubs.com
fa.ml.com/kugelbriegs (212) 713-9201
brian.doyle@wellsfargoadvisors. $1,729m Total Assets $1,205m Total Assets Anthony Dertouzos
$1,729m Total Assets ubs.com/team/katz
com $3m Typical Account Size $2m Typical Account Size Morgan Stanley
(603) 643-3338 $3m Typical Account Size New York $3,853m Total Assets
doyleloughmanwmg.com Greg Makowski Andy Schwartz anthony.dertouzos@ $5m Typical Account Size
Jack Burke CFS Investment Advisory Bleakley Financial Group
$1,200m Total Assets morganstanleypwm.com
Merrill Lynch Wealth Services, L.L.C. Fairfield Jonathan Kuttin
$5m Typical Account Size (212) 761-8565
Management Totowa Kuttin Wealth Management
andy.schwartz@bleakley.com pwm.morganstanley.com/
Florham Park Hauppauge
Stephen Loughman info@cfsias.com (973) 244-4202 magellangroup
Wells Fargo Advisors john_j_burke@ml.com (973) 826-8800 bleakley.com scott.hlatky@ampf.com
Hanover (973) 410-2309 cfsias.com (631) 770-0335

fa.ml.com/the_harbor_group ameripriseadvisors.com/team/
stephen.loughman@ $1,650m Total Assets $3m Typical Account Size
wellsfargoadvisors.com $4,753m Total Assets $2m Typical Account Size Geri Eisenman Pell kuttin-wealth-management
(603) 643-6060 $7m Typical Account Size Frank Seminara Pell Wealth Partners $4,131m Total Assets
doyleloughmanwmg.com Neil McPeak Morgan Stanley Private Wealth Rye Brook $1m Typical Account Size
Christopher Cook Wells Fargo Advisors Management
$1,200m Total Assets geri.e.pell@ampf.com
Merrill Lynch Linwood Florham Park Joshua Malkin
Florham Park Morgan Stanley Private Wealth
neil.mcpeak@ frank.seminara@ ameripriseadvisors.com/team/
P. Kevin O’Brien c_cook@ml.com wellsfargoadvisors.com morganstanleypwm.com pell-wealth-partners Management
P. Kevin O’Brien Wealth (973) 301-7622 (609) 926-7808 (973) 236-3634 New York
Management Group of fa.ml.com/gcca mcpeakgroup.wfadv.com advisor.morganstanley.com/ joshua.d.malkin@
Wells Fargo Advisors $1,977m Total Assets $1,437m Total Assets the-seminara-group morganstanleypwm.com
Portsmouth $5m Typical Account Size $1m Typical Account Size $2,286m Total Assets R. Christopher Errico (212) 893-6530
kevin.obrien@ $10m Typical Account Size UBS Private Wealth pwm.morganstanley.com/
wellsfargoadvisors.com Mark Cortazzo Harris Nydick Management themalkingroup
(603) 334-4032 Wealth Enhancement Group CFS Investment Advisory New York $2,370m Total Assets
obrienwmg.com Parsippany Services, LLC NEW YORK $10m Typical Account Size
christopher.errico@ubs.com
$438m Total Assets info@wealthenhancement.com Totowa (212) 821-7150
$2m Typical Account Size (973) 451-9400 harris@cfsias.com Lewis Altfest ubs.com/team/erricopartners Frank Marzano
wealthenhancement.com (973) 826-8800 Altfest Personal Wealth GM Advisory Group
Management $3,002m Total Assets
$795m Total Assets cfsias.com New York
New York $10m Typical Account Size
$2m Typical Account Size $1,650m Total Assets fmarzano@gmadvisorygroup.
$2m Typical Account Size inquiry@altfest.com com
(212) 406-0850 (631) 227-3900
altfest.com gmadvisorygroup.com
Participation in this section is only open to advisors who have been listed in our editorial rankings. $2m Typical Account Size $20m Typical Account Size
Advisors pay a fee to be included in this reprint. Participation in this section has no bearing on the outcome
of our rankings. Assets are tied to the most recent ranking. For more information, visit barrons.com/guide.

NEW YORK (CONT.) OREGON
Shawn Rubin Richard Zinman Thomas Robertson James Meredith
Morgan Stanley Private Wealth Morgan Stanley Graystone Consulting Hefren-Tillotson
Leo Marzen Management New York Columbus Judith McGee Pittsburgh
Bridgewater Advisors New York Raymond James Financial
richard.zinman@ thomas.g.robertson@ jmeredith@hefren.com
New York Services
shawn.rubin@ morganstanleypwm.com morganstanley.com (412) 633-1986
lmarzen@bridgewateradv.com Portland
morganstanleypwm.com (212) 761-8451 (614) 460-2754 meredithgroup.hefren.com
(212) 221-5300 (212) 893-6322 advisor.morganstanley.com/ graystone.morganstanley.com/ judith.mcgee@raymondjames.
bridgewateradv.com/team/ pwm.morganstanley.com/ the-magellan-group graystone-consulting-the- com
leo-marzen abacusgroup robertson-group (503) 597-2222
$1,800m Total Assets mcgeewm.com
$3,693m Total Assets $20m Typical Account Size $4,380m Total Assets John J. Parker, Sr.
$5m Typical Account Size $10m Typical Account Size $2m Typical Account Size $769m Total Assets Wells Fargo Advisors
$1m Typical Account Size Philadelphia
Justin McCarthy NORTH CAROLINA
Richard Saperstein Daniel Roe john.j.parker@wfadvisors.com
Mariner Wealth Advisors Treasury Partners Budros, Ruhlin & Roe
Mike Bell PENNSYLVANIA (215) 564-8487
New York New York Columbus
Edward Jones ppwmg.com
justin.mccarthy@ rsaperstein@treasurypartners. droe@b-r-r.com
Hickory Patti Brennan $1,770m Total Assets
marinerwealthadvisors.com com (614) 481-6900
mike.bell@edwardjones.com Key Financial, Inc. $5m Typical Account Size
(212) 869-5900 (917) 286-2777 b-r-r.com
marinerwealthadvisors.com (828) 328-8111 West Chester
treasurypartners.com $3,322m Total Assets Peter Rohr
$1,492m Total Assets edwardjones.com/mike-bell pbrennan@keyfinancialinc.com
$21,776m Total Assets $4m Typical Account Size (610) 429-9050 Merrill Private Wealth
$3m Typical Account Size $15m Typical Account Size $447m Total Assets
keyfinancialinc.com Management
David Singer Philadelphia
Daniel O’Connell $1,670m Total Assets
Evan Steinberg The Evelo | Singer | Sullivan peter_rohr@ml.com
Merrill Lynch $2m Typical Account Size
Morgan Stanley R. Neil Stikeleather Group, Merrill Private Wealth (215) 587-4731
Garden City New York Merrill Lynch Bank of America Management
Michael Henley pwa.ml.com/rohrgroup
daniel_oconnell@ml.com evan.steinberg@ Charlotte Cincinnati
(516) 877-8316 Brandywine Oak Private Wealth $5,725m Total Assets
morganstanleypwm.com neil.stikeleather@ml.com david_singer@ml.com Kennett Square $34m Typical Account Size
fa.ml.com/daniel_o_connell (212) 893-7501 (704) 705-3233 (513) 579-3889
$1,440m Total Assets morganstanleypwa.com/sfgroup fa.ml.com/ pwa.ml.com/evelosingersullivan mhenley@brandywineoak.com Peter Sargent
(484) 785-0040
$5m Typical Account Size $3,753m Total Assets stikeleatherandassociates $4,451m Total Assets Janney Montgomery Scott
brandywineoak.com
$10m Typical Account Size $536m Total Assets $20m Typical Account Size Yardley
Lyon Polk $1m Typical Account Size $1,502m Total Assets
$4m Typical Account Size psargent@janney.com
Morgan Stanley Private Wealth
Robert Stolar Linnell Sullivan (267) 685-4205
Management Morgan Stanley Private Wealth The Evelo | Singer | Sullivan
OHIO Michael Hirthler sargentwealthmanagement.com
New York Management Group, Merrill Private Wealth
Jacobi Capital Management $643m Total Assets
lyon.polk@morganstanleypwm. New York Management
Randy Carver Wilkes-Barre $2m Typical Account Size
com robert.stolar@morganstanley. Cincinnati
(212) 761-0867 com Carver linnell_sullivan@ml.com mhirthler@jacobicapital.com
pwm.morganstanley.com/ Mentor (570) 826-1801 Craig Schwartz

(212) 761-8138 (513) 579-3890 Wells Fargo Advisors
polkwealthmanagementgroup advisor.morganstanley.com/ randy.carver@raymondjames. pwa.ml.com/evelosingersullivan jacobicapital.com Philadelphia
$30,000m Total Assets family-wealth-group com $2,403m Total Assets $1,403m Total Assets
$50m Typical Account Size (440) 974-0808 $3m Typical Account Size craig.schwartz@wfadvisors.com
$2,726m Total Assets $9m Typical Account Size (215) 636-1480
$50m Typical Account Size carverfinancialservices.com
Barbara Hudock fa.wellsfargoadvisors.com/
Michael Poppo $2,142m Total Assets
OKLAHOMA Hudock Capital Group signature-capital
UBS Financial Services Ron Vinder $1m Typical Account Size
New York Williamsport $969m Total Assets
Valerie Newell Jana Shoulders bhudock@hudockcapital.com $3m Typical Account Size
michael.poppo@ubs.com Management
(212) 626-8721 New York Mariner Wealth Advisors Mariner Wealth Advisors (570) 326-9500
ubs.com/team/thepoppogroup Cincinnati Tulsa hudockcapital.com John Solis-Cohen
vinder-group@morganstanley. Wells Fargo Advisors
$1,412m Total Assets com valerie.newell@ jana.shoulders@ $585m Total Assets
Jenkintown
$8m Typical Account Size (212) 503-2365 marinerwealthadvisors.com marinerwealthadvisors.com $1m Typical Account Size
advisor.morganstanley.com/ (513) 618-3040 (918) 991-6910 john.solis-cohen@wfadvisors.
the-vinder-group marinerwealthadvisors.com marinerwealthadvisors.com/ Virgil Kahl com
Emily Rubin
why-us/people/jana-shoulders Spring Ridge Financial Group (215) 572-4276
UBS Financial Services $8,591m Total Assets $4,635m Total Assets
Wyomissing home.wellsfargoadvisors.com/
New York $50m Typical Account Size $3m Typical Account Size $2,144m Total Assets
john.solis-cohen
emily.rubin@ubs.com $3m Typical Account Size virgil.kahl@springridgefg.com
(610) 743-3484 $1,543m Total Assets
(212) 333-8920 Elizabeth Weikes
springridgefg.com $5m Typical Account Size
financialservicesinc.ubs.com/ J.P. Morgan Wealth Management
team/entrepreneursgroup New York $1,027m Total Assets
$2,546m Total Assets elizabeth.weikes@jpmorgan.com $1m Typical Account Size
jpmorgan.com/weikes
$25m Typical Account Size Participation in this section is only open to advisors who have been listed in our editorial rankings. Advisors
pay a fee to be included in this reprint. Participation in this section has no bearing on the outcome of our
rankings. Assets are tied to the most recent ranking. For more information, visit barrons.com/guide.

PENNSYLVANIA (CONT.) TENNESSEE VIRGINIA
Alexander Ladage Aashish Matani Erin Scannell
UBS Financial Services Merrill Lynch Heritage Wealth Advisors
Samuel Spanos Christi Edwards Austin Kelly Campbell Norfolk Mercer Island
Raymond James Morgan Stanley Campbell Wealth Management
alex.ladage@ubs.com aashish_matani@ml.com erin.j.scannell@ampf.com
Beaver Nashville Alexandria
(512) 479-5287 (757) 446-4045 (425) 709-2345
sam.spanos@raymondjames.com christi.edwards@morganstanley. financialservicesinc.ubs.com/ kelly@campbellwealth.com fa.ml.com/virginia/norfolk/ heritage-wealth.com
(412) 389-4874 com fa/alexladage (703) 535-5300 theahmgroup $4,058m Total Assets
raymondjames.com/ (615) 298-6554 campbellwealth.com
$1,436m Total Assets $1,349m Total Assets $1m Typical Account Size
spanosgroup advisor.morganstanley.com/ $805m Total Assets
$800m Total Assets the-edwards-pharris-group $1m Typical Account Size
$1m Typical Account Size $1,045m Total Assets Tommy McBride Joseph Montgomery WISCONSIN
$4m Typical Account Size Merrill Lynch Wealth Stephan Cassaday The Optimal Service Group of
Rob Thomas Management Cassaday & Company Wells Fargo Advisors Andrew Burish
Mariner Wealth Advisors Malcolm Liles Dallas McLean Williamsburg UBS Financial Services
State College Baird steve@cassaday.com Madison
thomas_mcbride@ml.com joe.montgomery@
rob.thomas@ Nashville (703) 506-8200
(214) 750-2004 wellsfargoadvisors.com andrew.burish@ubs.com
marinerwealthadvisors.com mliles@rwbaird.com fa.ml.com/mcbride cassaday.com (757) 220-1782 (608) 831-4282
(814) 867-2050 (615) 341-7015 $4,485m Total Assets optimalservicegroup.com ubs.com/burishgroup
marinerwealthadvisors.com/ lilesgroup.com $2m Typical Account Size
$8m Typical Account Size $18,528m Total Assets $4,255m Total Assets
why-us/people/rob-thomas $1,349m Total Assets $7m Typical Account Size $2m Typical Account Size
$5,111m Total Assets $5m Typical Account Size John Merrill Simon Hamilton
$1m Typical Account Size Tanglewood Total Wealth Baird Michael Smith
Jason Pharris Management Reston VERMONT Michael Smith & Associates
Morgan Stanley Houston gssmith@rwbaird.com Stevens Point
RHODE ISLAND Nashville
jmerrill@tanglewoodwealth.com (571) 203-1600 Joshua Parker michael.e.smith@ampf.com
jason.pharris@morganstanley. (713) 840-8880 thewiseinvestorgroup.com Merrill Lynch Wealth (715) 341-6657
Malcolm Makin com Management
tanglewoodwealth.com $2,368m Total Assets ameripriseadvisors.com/team/
Raymond James (615) 298-6555 Burlington
$1,129m Total Assets $1m Typical Account Size michael-smith-associates
Westerly advisor.morganstanley.com/
$3m Typical Account Size joshua_parker@ml.com $583m Total Assets
mmakin@ppgadvisors.com the-edwards-pharris-group (802) 660-1015
Susan Kim $1m Typical Account Size

(401) 596-2800 $1,064m Total Assets fa.ml.com/parker_sharpe
Darrell Pennington Ameriprise Financial
ppgadvisors.com $4m Typical Account Size Pennington Wealth Management Vienna $313m Total Assets
$1,707m Total Assets $3m Typical Account Size Participation in this section is only
Houston soo.m.kim@ampf.com
$2m Typical Account Size open to advisors who have been
TEXAS darrell.r.pennington@ampf.com (703) 226-2300 listed in our editorial rankings.
(713) 332-4422 ameripriseadvisors.com/
Matthew Young WASHINGTON Advisors pay a fee to be included
penningtonwealth.com soo.m.kim
Richard C. Young & Co. Bonner Barnes in this reprint. Participation in
Newport Corda Investment Management $1,497m Total Assets $1,925m Total Assets this section has no bearing on
Randall Linde
Houston $2m Typical Account Size AGP Wealth Advisors the outcome of our rankings.
info@younginvestments.com
Assets are tied to the most recent
(401) 849-2137 bonner@cordamanagement.com Renton
R. Scot Smith Jeff LeClair ranking. For more information,
younginvestments.com (713) 439-0665 randall.s.linde@ampf.com
Morgan Stanley Wells Fargo Advisors visit barrons.com/guide.
$1,407m Total Assets cordamanagement.com (800) 563-1636
Dallas McLean
$2m Typical Account Size $1,160m Total Assets agpwealthadvisors.com
scot.smith@morganstanley.com jeff.leclair@wellsfargo.com
(214) 696-7064 (703) 582-6440
leclairlemlihapproach.com $1m Typical Account Size
SOUTH CAROLINA Bradley Bruce fa.morganstanley.com/
Merrill Lynch scot.smith $1,477m Total Assets
Michael Matthews
Ronnie Dennis Fort Worth $892m Total Assets $10m Typical Account Size
UBS Private Wealth
Merrill Lynch bradley_bruce@ml.com $4m Typical Account Size Management
Columbia Hanane Lemlih
(817) 759-8305 Bellevue
Scott Tiras Wells Fargo Advisors
ronnie_dennis@ml.com fa.ml.com/texas/fort-worth/ m.matthews@ubs.com
Tiras Wealth Management McLean
(803) 733-2180 brucewealthmgmtgroup (425) 451-2350
fa.ml.com/ek Houston hanane.lemlih@wellsfargo.com
$1,095m Total Assets ubs.com/team/thematthews-
scott.b.tiras@ampf.com (202) 957-9095
$5,366m Total Assets $7m Typical Account Size group
(713) 332-4400 leclairlemlihapproach.com
Ira Kravitz tiraswealth.com $1,477m Total Assets
Rick Migliore UBS Financial Services $2,292m Total Assets $10m Typical Account Size
Merrill Lynch Plano $4m Typical Account Size
Columbia ira.kravitz@ubs.com
richard_migliore@ml.com (469) 440-0547
(803) 733-2126 financialservicesinc.ubs.com/
fa.ml.com/ek team/kravitzgroup
$5,366m Total Assets $917m Total Assets
The Polk Wealth Management

Group
Management
TOP ADVISORY TEAMS

New York, NY
Team: Lyon Polk, Deborah
Montaperto, Edmund Agresta,
Tallie Taylor, Sandeep Belani
Below is a reprint of select firms from the Barron’s Top 100 Private Wealth lyon.polk@morganstanleypwm.com
(212) 761-0867
Management Teams ranking who are actively taking on new clients. For more advisor.morganstanley.com/the-polk-
information on them and other ranked advisors, visit barrons.com/guide. wealth-management-group
$30b Total Assets
$50m Account Minimum
The Americas Group Cassaday & Company The Fowler Bull Group The Magellan Group The Ricca Group
Raymond James Cassaday & Company, Inc. Morgan Stanley Private Wealth Morgan Stanley Private Wealth Morgan Stanley Wealth Management
Boca Raton, FL / Coral Gables, FL McLean, VA Management Management Florham Park, NJ
Team: Don d’Adesky, Jose Cabrera, Team: Stephan Cassaday, Denver, CO New York, NY Team: Michael Ricca, Mary Guza
Kristopher Lemke Justin Harris, Christopher Krell, Team: Shawn Fowler, Max Bull Team: Richard Zinman,
thericcagroup@morganstanley.com
Christopher Young Anthony Dertouzos, John Moreno,
theamericasgroup@raymondjames. maxwell.bull@morganstanleypwm. (973) 236-3530
Griffin McQuilling
com info@cassaday.com com advisor.morganstanley.com/
(561) 981-3690 (703) 506-8200 (303) 595-2105 magellangroup@morganstanley.com the-ricca-group
(305) 461-6670 cassaday.com pwm.morganstanley.com/fowlerbull (212) 761-8588 $5.7b Total Assets
raymondjames.com/theamericasgroup $4b Total Assets $6.8b Total Assets advisor.morganstanley.com/the- $2m Account Minimum
$4.6b Total Assets $1m Account Minimum $10m Account Minimum magellan-group
$1m Account Minimum $4.1b Total Assets The Sharma Group
The Chiavacci Group Heritage Wealth Advisors $5m Account Minimum Merrill Private Wealth Management
Bermont Carlin Wealth Merrill Private Wealth Management Heritage Wealth Advisors Boston, MA
Management Coral Gables, FL Mercer Island, WA Orth Financial Group Team: Raj Sharma, Christian Kemp
Morgan Stanley Private Wealth Team: Louis Chiavacci Team: Erin J. Scannell Ameriprise Financial
Management Wilmington, DE sharma_group@ml.com
Coral Gables, FL louis_chiavacci@ml.com erin.j.scannell@ampf.com (617) 946-8030
Team: Kimberlee Orth, Mary Reopell,
(305) 774-0501 (425) 709-2345 pwa.ml.com/sharma_group
Team: Adam Carlin Bobby Damron, Katie Orth,
pwa.ml.com/chiavacciteam heritage-wealth.com $5.5b Total Assets
Scott Judge, Barney Carter
adam.e.carlin@morganstanleypwm. $4.5b Total Assets $4.1b Total Assets $5m Account Minimum
com $25m Account Minimum No Account Minimum kimberlee.m.orth@ampf.com

(305) 476-3302 (302) 475-5105 The Vinder Group
fa.morganstanley.com/adam.e.carlin The Corbett Mason Group The Hetherington Group orthfinancialgroup.com Morgan Stanley Private Wealth
$3.4b Total Assets J.P. Morgan Wealth Management Merrill Private Wealth Management $3.7b Total Assets Management
$8m Account Minimum Boston, MA New Canaan, CT $250k Account Minimum New York, NY
Team: Patrick Corbett, Robert Mason, Team: Brian Hetherington Team: Ron Vinder, Amy Wood
The Burish Group Daniel Warren Pence Wealth Management
UBS Financial Services brian_hetherington@ml.com LPL Financial vinder-group@morganstanley.com
Madison, WI corbett.mason@jpmorgan.com (203) 972-2523 Newport Beach, CA (212) 503-2365
(617) 654-2027 pwa.ml.com/hetheringtongroup advisor.morganstanley.com/the-
Team: Andrew Burish, Jason Maas Team: Laila Pence, Dryden Pence
jpmorgan.com/wealth-management/ $3.8b Total Assets vinder-group
andrew.burish@ubs.com, wealth-partners/offices/boston/ $10m Account Minimum team@pencewealthmanagement.com $8.6b Total Assets
jason.maas@ubs.com corbett-mason-group (949) 660-8777
(608) 831-4282 $4b Total Assets The Jones Zafari Group pencewealthmanagement.com The Weikes Group
ubs.com/burishgroup $5m Account Minimum Merrill Private Wealth Management $3.4b Total Assets J.P. Morgan Wealth Management
$4.3b Total Assets Los Angeles, CA $500k Account Minimum New York, NY
$2m Account Minimum The Evelo | Singer | Sullivan Group Team: Richard Jones, Reza Zafari, Team: Elizabeth Weikes
Merrill Private Wealth Management Suzanne Killea, Jerome Klein,
The Canell Group Cincinnati, OH elizabeth.weikes@jpmorgan.com
Thomas Tournat
J.P. Morgan Wealth Management (212) 272-9214
Team: David Singer, Linnell Sullivan,
New York, NY richardb_jones@ml.com jpmorgan.com/weikes
Kevin Bruegge, Jamie Morgan, Tom
(310) 407-4925 $3.9b Total Assets
Team: Jay Canell, Neil Canell, Hurley, Braden Martini
pwa.ml.com/joneszafarigroup $10m Account Minimum
Justin Dembo
david_singer@ml.com $19.6b Total Assets
jay.canell@jpmorgan.com (513) 579-3889 $10m Account Minimum
(212) 272-0888 pwa.ml.com/evelosingersullivan
jpmorgan.com/canellgroup $3.5b Total Assets Participation in this section is only open to advisors who have been listed in our editorial rankings. Advisors pay a fee to be
$3.8b Total Assets $5-20m Account Minimum included in this reprint. Participation in this section has no bearing on the outcome of our rankings. Assets are tied to the most
No Account Minimum recent ranking. For more information, visit barrons.com/guide.
Mariner Wealth Advisors

Leawood, KS
info@marinerwealthadvisors.com
(913) 647-9700
TOP RIA FIRMS

marinerwealthadvisors.com
368 Advisors | 46 Offices
$35b Total Assets
$100k Account Minimum
Below is a reprint of select firms from Barron’s Top 100 RIA firms ranking
who are actively taking on new clients. For more information on them and Private Advisor Group
Morristown, NJ
other ranked advisors, visit barrons.com/guide.
startthedialogue@
privateadvisorgroup.com
(973) 538-7010
privateadvisorgroup.com
1919 Investment Counsel CAPTRUST CIBC Private Wealth Hightower Advisors 692 Advisors | 341 Offices
Baltimore, MD Raleigh, NC Atlanta, GA Chicago, IL
$26.4b Total Assets
info@1919ic.com info@captrust.com inquiry@cibc.com businessdevelopment@ $100k Account Minimum
(410) 454-5719 (800) 216-0645 (866) 517-3400 hightoweradvisors.com
1919ic.com captrust.com wealth.us.cibc.com (312) 962-3800
44 Advisors | 9 Offices 384 Advisors | 61 Offices 140 Advisors | 21 Offices hightoweradvisors.com RegentAtlantic
$17.6b Total Assets $450b Total Assets $45.9b Total Assets 295 Advisors | 1-3 Offices Morristown, NJ
$1m Account Minimum $500k Account Minimum $1m Account Minimum $74.5b Total Assets info@regentatlantic.com
No Account Minimum (973) 425-8420
Advance Capital Management Carson Wealth Cresset regentatlantic.com
Southfield, MI Omaha, NE Chicago, IL 17 Advisors | 2 Offices
jhall@acadviser.com rcarson@carsongroup.com ebecker@cressetcapital.com Homrich Berg
$5.2b Total Assets
Atlanta, GA
(248) 350-8543 (888) 321-0808 (312) 429-2456 $1m Account Minimum

acadviser.com carsonwealth.com cressetcapital.com info@homrichberg.com
24 Advisors | 5 Offices 365 Advisors | 126 Offices 50 Advisors | 10 Offices (404) 264-1400 Signature Estate & Investment
homrichberg.com Advisors
$3.5b Total Assets $15.2b Total Assets $11.7b Total Assets
No Account Minimum $100k Account Minimum $10m Account Minimum 74 Advisors | 5 Offices Los Angeles, CA
$8.9b Total Assets bholmes@seia.com
BDF LLC Cary Street Partners Dowling & Yahnke Wealth $1m Account Minimum (310) 712-2326
Itasca, IL Richmond, VA Advisors seia.com
info@bdfllc.com info@carystreetpartners.com San Diego IEQ Capital 34 Advisors | 10 Offices

(800) 840-4740 (804) 340-8100 info@dywealth.com San Francisco, CA
$13.6b Total Assets
bdfllc.com carystreetpartners.com (858) 509-9500 info@ieqcapital.com $500k Account Minimum
38 Advisors | 1 Office 42 Advisors | 13 Offices dywealth.com (650) 581-9807
20 Advisors | 1 Office ieqcapital.com Snowden Lane Partners
$5.4b Total Assets $3.3b Total Assets
$1m Account Minimum $100k Account Minimum $5.7b Total Assets 11 Advisors | 2 Offices New York, NY
$1m Account Minimum $11.6b Total Assets info@snowdenlane.com
Beacon Pointe Advisors Chevy Chase Trust $10m Account Minimum (646) 218-9760
Newport Beach, CA Bethesda, MD Gofen and Glossberg, LLC snowdenlane.com
info@beaconpointe.com info@chevychasetrust.com Chicago, IL MAI Capital Management 65 Advisors | 12 Offices
(949) 718-1600 (240) 497-5000 info@gofen.com Cleveland, OH
$3.1b Total Assets
beaconpointe.com chevychasetrust.com (312) 828-1100 info@mai.capital No Account Minimum
99 Advisors | 22 Offices 34 Advisors | 1 Office gofen.com (216) 920-4800
12 Advisors | 1 Office mai.capital Wetherby Asset Management
$1m Account Minimum $3m Account Minimum $5.6b Total Assets 89 Advisors | 11 Offices San Francisco, CA
$300k Account Minimum $9.2b Total Assets info@wetherby.com
Bradley, Foster and Sargent, Inc. Churchill Management Group $1m Account Minimum (415) 399-9159
Hartford, CT Los Angeles, CA wetherby.com
info@bfsinvest.com info@churchillmanagement.com 24 Advisors | 3 Offices
(860) 614-1466 (877) 937-7110 $6.6b Total Assets
bfsinvest.com churchillmanagement.com $10m Account Minimum
16 Advisors | 3 Offices 44 Advisors | 52 Offices
$500k Account Minimum $500k Account Minimum
Participation in this section is only open to advisors who have been listed in our editorial rankings. Advisors pay a fee to be
included in this reprint. Participation in this section has no bearing on the outcome of our rankings. Assets are tied to the most
recent ranking. For more information, visit barrons.com/guide.

SM
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INVESTING IN CRYPTO AFTER THE CRISIS • PAGE S1

VOL. CII NO. 9 FEBRUARY 28, 2022 $5.00

THE UKRAINE SHOCK

Six Stocks to Scoop Income: Lots to Like

Sage Advice From P. 31

A Stronger Case for European Trader:

Why countries such as Indonesia, By RUPERT STEINER

Prepare for More Pain P. 35

Credit: Chris McGrath/Getty Images

BARRON’S (USPS 044-700) (ISSN

THE ENERGY SECTOR OF THE S&P 500 IN ONE ETF

XLE ENERGY SECTOR SPDR ETF TOP 10 HOLDINGS*

Exxon Mobil XOM 23.80%

Change Healthcare . . . . . . . . . . . . . . . . . . . . . . . . 12 Republic Services . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Alerian Energy Infrastructure ETF (ENFR)

*Source: FactSet 8/11/2021, Ordinary brokerage fees apply

UP & DOWN WALL STREET

Putin’s Other Victims

Up & Down Wall Street (continued)

New Income would slam the world economy by severely

Strategy? continuing Russia’s access to global pay-

How companies manage their supply chains will have a

sweeping impact on the global economy and business.

Monday, March 14 | 12PM ET

Fog of War Clouds

The Outlook. Stocks

Can Still Be a Haven. I

Under a Cloud HE SAID:

The Invasion Begins

Postpandemic THE NUMBERS

tions. In a speech, President Putin

Vaccine War? 50%

Illustration by Elias Stein; Alex Wong/Getty Images

Monday 2/28 Brent crude, the international bench-

Verizon Communications hosts its

leading tire makers,

Wall Street is also worried about

sition to drive better cash flow going

those benefits will come in 2023, aided

Some see initial sanctions on Russia as too

together they represent more than

economy. U.S. gasoline prices

Overlooked Risk in Ukraine Crisis:

largest economy—recently reported

How Russian Aggression Stirs China

Justin Tallis/AFP/Getty Images (left); Omar Marques/Getty Images

Safe at Home: 6 Picks for Tough Times

Earnings matter, too. “You want a

iShares Gold Trust (ticker: IAU)

Your Portfolio The war in Europe sparked more

The Ukraine Conflict Could

tensions have been They have raised interest rates sharply

markets to outperform,” he says.

is under 5%, and Indonesia’s weight-

Nelson Almedia/AFP/Getty Images

agricultural commodities, all of scribed as one of the best-managed

tary conflict, according to Capital 0 HDFC is pricier than peers at 3.9

Join Barron’s Advisor and unlock leading-edge

tools, insights, and connections designed to help

Find out more at Barrons.com/Advisor

24 deadline to close another merger. or 187 SPACs, are trading at or below

A Post-Boom Glut Leaves

SPACs Set for a Shakeout

TO ADVERTISE, CALL 1-800-366-3975