You are on page 1of 64

For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

63142

VOL. CI

>
NO. 52

PAGE 18
Off Omicron
Stocks Shrug

PAGE 21
Hit Won’t Last
Why the Economic

PAGE 22
The FDA’s
Vaccine Boss
COPING WITH COVID
OUR QUIZ: WHAT’S AHEAD FOR 2022 • PAGE 15

DECEMBER 27, 2021


$5.00
C O N T ENTS 12.2 7.21 VOL.CI NO.52

This week, many of our columnists P. 18 P. 26


reflect on the events of 2021.
Funds: What the
P. 6
Looking Beyond Omicron Future Holds for ETFs
Cover Story: The latest coronavirus variant is likely to have only a transitory effect on
Up & Down Wall Street: stocks. For investors, the bigger issue is the Federal Reserve. By NICHOLAS JASINSKI
By EVIE LIU

A Wonderful Time P. 27
The Santa Claus rally might work Plus: Continued strength in certain pockets of the economy will help keep the fallout
its magic—but it can’t fix inflation. from another Covid wave in check. By MEGAN CASSELLA, P. 21
Tech Trader: Our Hits
By RANDALL W. FORSYTH and Misses of 2021
By ERIC J. SAVITZ
P. 8
P. 28
Streetwise: Cocktails
in a Can—and Banks Income: Turning to
Both are areas where investors can Alternatives for Yield
expect rising profits. By AMEY STONE
By JACK HOUGH
P. 33
P. 9
Trader: The Bulls Are
Follow-Up: A Tale of Undaunted by Covid
Two Covid-19 Drugs By BILL ALPERT
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

By JOSH NATHAN-KAZIS
P. 36
P. 13
Euro Trader: Luxury
It’s Full Steam Ahead Stocks Shoot Higher
for Carnival By RUPERT STEINER
CEO Arnold Donald is planning to
have the giant cruise line’s entire P. 36
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

fleet sailing in time for summer.


By LAWRENCE C. STRAUSS
Emerging Markets:
Political Minefields
P. 14 By CRAIG MELLOW
Demand for Covid testing surged this past week. Above, a drive-through site at Tropical Park in Miami.
Ranpak Delivers the P. 37
Whole Package
Whether you’re investing in
Striking Price: The
sustainability, e-commerce, or Gambling Intensifies
automation, this leading paper- OUR QUIZ: WHAT’S AHEAD FOR 2022 • PAGE 15
P. 22 P. 30 By STEVEN M. SEARS
packaging maker has you covered.
By AL ROOT
VOL. CI NO. 52

COPING WITH COVID


DECEMBER 27, 2021 $5.00

Meet the FDA’s Top The Biggest, Best, and P. 38


Vaccines Regulator Brightest Companies
Stocks Shrug Why the Economic The FDA’s
Off Omicron Hit Won’t Last Vaccine Boss
PAGE 18 PAGE 21 PAGE 22

P. 15 Dr. Peter Marks has deftly guided Q&A: DataTrek’s Nicholas Colas
Commodities: Many
the Food and Drug Administration remains bullish on large U.S. Winners—Except Gold
Test Your Wits in Our >

at a critical time. Here’s his take on businesses, especially Big Tech,


63142

By SIMON CONSTABLE
2022 Forecasting Quiz vaccine policy, boosters, and more. even as inflation rears its head.
Cover Illustration by Index P. 4 Winners and Losers P. 41
A two-year subscription awaits the Glenn Harvey By JOSH NATHAN-KAZIS By RESHMA KAPADIA
Review & Preview P. 10 Research Reports P. 42
reader with the best predictions.

Chandan Khanna/AFP/Getty Images


Inside Scoop P. 39 Mailbag P. 63
By ANDREW BARY © 2021 Dow Jones & Company, P. 24 P. 62 Charting the Market P. 40 Market Data P. 65
Inc. All Rights Reserved.
How a Winning Fund Other Voices: Praise for
P. 16 Barron’s Roundtable on
Our newspapers are 100% sourced
from sustainable certified mills.
Avoids Value Traps an Imperfect System
Five Mavericks Who BARRON’S (USPS 044-700) (ISSN
1077-8039) Published every
Profile: The Neuberger Berman An investor who left Russia just Fox Business
Changed U.S. History Monday. Editorial and Publication
Headquarters: 1211 Avenue of
the Americas, New York, N.Y.
Intrinsic Value fund is willing to before the collapse of the Soviet Watch our TV show at special
Barron’s Centennial: The economy 10036. Periodicals postage paid at step in to help prod companies Union has a message for those times this week, Friday at 7 a.m. or
Chicopee, MA and other mailing
owes much to bold visionaries. offices. Postmaster: Send into shareholder-friendly changes. who take capitalism for granted. 8:30 a.m. ET, or Sunday at 10 a.m.
address changes to Barron’s, 200
By KENNETH G. PRINGLE Burnett Rd., Chicopee, MA 01020 By LEWIS BRAHAM By VITALIY KATSENELSON or 11:30 a.m. ET.
December 27, 2021 BARRON’S 3

THE HEALTH CARE SECTOR OF THE S&P 500 IN ONE ETF


Sector SPDRs allow you to invest in pieces of the S&P 500. Like Health Care. While adding diversification and reducing single stock risk. These ETFs

combine the diversification of a mutual fund and the tracking of an index with transparency and liquidity.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

XLV HEALTH CARE SECTOR SPDR ETF TOP 10 HOLDINGS*


Company Name Symbol Weight
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

UnitedHealth UNH 8.50%


Johnson & Johnson JNJ 8.33%
Pfizer PFE 6.11%
Thermo Fisher Scientific TMO 5.05%
Abbott Labs ABT 4.52%
Danaher DHR 4.15%
AbbVie ABBV 4.13%
Eli Lilly LLY 4.00%
*Components and weightings as
of 11/30/21. Please see website for Merck MRK 3.85%
daily updates. Holdings subject
Medtronic MDT 2.91% Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
to change.

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
visit www.sectorspdrs.com. Read the prospectus carefully before investing.
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
stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. Investors cannot invest directly in an index. The S&P 500 Index figures do not reflect any fees, expenses or taxes. Ordinary
brokerage commissions apply. ETFs are considered transparent because their portfolio holdings are disclosed daily. Liquidity is characterized by a high level of trading activity.
Select Sector SPDRs are subject to risks similar to those of stocks, including those regarding short-selling and margin account maintenance. All ETFs are subject to risk, including possible loss of principal. Funds focusing on a single sector generally experience greater
volatility. Diversification does not eliminate the risk of experiencing investment losses.
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
4 BARRON’S December 27, 2021

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.

A Advanced Drainage Systems . . . . . . . . . . . . . . . 39 J Janux Therapeutics . . . . . . . . . . . . . . . . . . . . . . . . 39 LiveRamp Holdings . . . . . . . . . . . . . . . . . . . . . . . . 25 Nikola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40


Alibaba Group Holding . . . . . . . . . . . . . . . 11,36,40 JD.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,40 LVMH Moet Hennessy Louis Vuitton . . . . . . 36 Novovax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Allakos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Johnson & Johnson . . . . . . . . . . . . . . . . . . . . . . . . . 9
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 JPMorgan Chase . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . 27,31,34,36 Just Eat Takeaway.com . . . . . . . . . . . . . . . . . . . . 27 O Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
AMC Entertainment Holdings . . . . . . . . . . 10,37 M Macy's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Anheuser-Busch InBev . . . . . . . . . . . . . . . . . . . . . . 8 Maersk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Appian . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Meituan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 P Palantir Technologies . . . . . . . . . . . . . . . . . . . . . . 27
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27,31 K Kaisa Group Holdings . . . . . . . . . . . . . . . . . . . . . . 10 Merck . . . . . . . . . . . . . . . . . . . . . . . . . . 6,9,10,19,33,40 Pernod Ricard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
ASML Holding . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Kakao . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Meta Platforms . . . . . . . . . . . . . . . . . . . . . . . . . 34,36 Pfizer . . . . . . . . . . . . . . . . . . . . . . . . . . 6,9,10,19,22,40
KeyCorp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Micron Technology . . . . . . . . . . . . . . . . . . . . . . . . 40 ProShares Bitcoin Strategy . . . . . . . . . . . . . . . . 26
ASOS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Kohl's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27,31 Purple Innovation . . . . . . . . . . . . . . . . . . . . . . . . . . 39
KraneShares Global Carbon Strategy . . . . . . 26 Moderna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,22
Moncler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
B Babcock & Wilcox Enterprises . . . . . . . . . . . . . 25
Q Quantum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Bank of Montreal . . . . . . . . . . . . . . . . . . . . . . . 10,43 L Lemonade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
BJ's Wholesale Club Holdings . . . . . . . . . . . . . 20 Live Nation Entertainment . . . . . . . . . . . . . . . . 20 N Netflix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Blackstone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 R Ranpak Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . 14
BNP Paribas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Rocket Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Boston Beer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
British American Tobacco . . . . . . . . . . . . . . . . . . 36 S Samsung Electronics . . . . . . . . . . . . . . . . . . . . . . . 36
SAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Sealed Air . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
C C3.ai . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Rupert Murdoch Executive Chairman, News Corp Shift Technologies . . . . . . . . . . . . . . . . . . . . . . . . . 27
Carlyle Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones
SolarEdge Technologies . . . . . . . . . . . . . . . . . . . 40
Carnival . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,20 Sony Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Carvana . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 SENIOR VICE PRESIDENT, BARRON’S GROUP Mae M. Cheng Starwood Property Trust . . . . . . . . . . . . . . . . . . 28
Cerner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 ASSOCIATE PUBLISHER, BARRON’S GROUP Dan Shar
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

China Evergrande Group . . . . . . . . . . . . . . . . . . 10 MANAGING EDITORS, BARRON’S GROUP Jeremy Olshan, Dave Pettit
Cinemark Holdings . . . . . . . . . . . . . . . . . . . . . . . . 20 T Taiwan Semiconductor Manufacturing . . . . . . 36
Cisco Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Citigroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 EDITOR IN CHIEF David Cho Tencent Holdings . . . . . . . . . . . . . . . . . . . . 10,36,40
Citizens Financial Group . . . . . . . . . . . . . . . . . . . . 8 Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34,40
EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin Toshiba . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Citrix Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Compagnie Financiere Richemont . . . . . . . . . . 36 DEPUTY EDITOR Alex Eule DEPUTY EDITOR Ben Levisohn
Costco Wholesale . . . . . . . . . . . . . . . . . . . . . . . . . . 20 EDITORIAL DIRECTOR, INVESTING & ASSET MANAGEMENT Beverly Goodman
U United Airlines Holdings . . . . . . . . . . . . . . . . . . 20
Coupang . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt
Coupa Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

MANAGING EDITOR, DIGITAL Matt Bemer MANAGING EDITOR, FEATURES Jeffrey Cane
Criteo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 V Vale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
MANAGING EDITOR, ENTERPRISE Brian Hershberg MANAGING EDITOR, NEWS Joe Woelfel
Crocs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Vir Biotechnology . . . . . . . . . . . . . . . . . . . . . . . . . . 40
ASSISTANT MANAGING EDITORS Anita Hamilton, Mary Romano, Robert Sabat Vroom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz
D Daimler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Dave & Buster's Entertainment . . . . . . . . . . . . 39 SENIOR WRITERS Bill Alpert, Lisa Beilfuss, Daren Fonda, Al Root, Avi Salzman, W Walmart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20,40
Alexandra Scaggs, Lawrence C. Strauss Wells Fargo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Western Alliance Bancorp. . . . . . . . . . . . . . . . . . 35
REPORTERS Luisa Beltran, Pierre Briançon, Jack Denton, Carleton English, Sabrina Escobar, Nicholas Jasinski,
E Eli Lilly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Engine No. 1 Transform 500 . . . . . . . . . . . . . . . 26 Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis, Teresa Rivas, Lina Saigol, Connor Smith, Jacob Sonenshine
Enphase Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 STORY EDITORS Henry Cutter, Mel Gray, Camilla Imperiali, Ed Lin, Erin McCarthy, X XPO Logistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
EssilorLuxottica . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Stacy Ozol, Rupert Steiner (London bureau chief)
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26,39
COPY DESK Michael J. Burlingham, Richard Rescigno, Robert Teitelman Z Zoom Video Communications . . . . . . . . . . . . . . . 27
IDEAS EDITOR Matt Peterson
F FedEx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
First Solar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary
Fiverr International . . . . . . . . . . . . . . . . . . . . . . . 27 SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Clare McKeen, Malak Saleh
ART DIRECTORS Robert Connolly, Nick Hallam, Sue Ng
G GameStop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Sam Kelly, Nicole Silver
Gazprom Neft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 RESEARCH DIRECTOR Pauline Yuelys RESEARCHER Dan Lam
GlaxoSmithKline . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Goldman Sachs Group . . . . . . . . . . . . . . . . . . . . . . 10 STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima
MANAGER, ADVERTISING SERVICES James H. Balmer ASSOCIATE MANAGER Ward S. McGuiness
NEWS editors@barrons.com STATISTICS barronsstats@barrons.com CUSTOMER SERVICE 800-544-0422
H Harley-Davidson . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Hermes International . . . . . . . . . . . . . . . . . . . . . . 36 GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Jack Otter
Hilton Worldwide Holdings . . . . . . . . . . . . . . . . 20 Barron’s is a trademark of Dow Jones and its affiliates. Barron’s (USPS 044-700) (ISSN 1077-8039) Published every Monday. Editorial and Publication
Headquarters: 1211 Avenue of the Americas, New York, N.Y. 10036. Periodicals postage paid at Chicopee, MA and other mailing offices. Regular
Hyatt Hotels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39 U.S. subscription rate: one year, $223. Entire editorial content of this publication copyrighted by Dow Jones & Co., Inc. and must not be reproduced
in whole or in part without special permission. Unsolicited manuscripts should be accompanied by self-addressed envelope with proper postage. All
advertising published in Barron’s is subject to the applicable rate card, copies of which are available from the Advertising Director, 1211 Avenue of the
Americas, New York, N.Y. 10036. Barron’s reserves the right not to accept an advertiser’s order. Only publication of an advertisement shall constitute acceptance
of the advertiser's order. Postmaster: Send address changes to Barron’s, 200 Burnett Rd., Chicopee, MA 01020.
I InnovAge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
December 27, 2021
BARRON’S
5
6 BARRON’S December 27, 2021

UP & DOWN WALL STREET


The Santa Claus rally typically marks the end
of harvesting of tax losses for the old year
and getting a jump on the January rally.

Investors Look Past I


This potentially good news comes nsurrection, infections, and
at one of the most wonderful times inflation are what 2021 will be
of the year for the stock market. The remembered for. But none of
so-called Santa Rally typically comes them seemed to matter for U.S.

Covid and Inflation,


between Dec. 27 and Jan. 4, accord- common stocks, or at least as much
ing to the Stock Trader’s Almanac. as some might have thought. Once
Aside from seasonal lore, that period again, the best thing for investors to
typically marks the end of harvesting have done would have been to turn

Dreaming of Santa
of tax losses for the old year and get- off their computers, phones, and (es-
ting a jump on the January rally, pecially) televisions, and set and for-
which frequently involves snapping get their portfolios.
up the losers depressed by tax- The stock market would have am-
related selling. ply rewarded those who closed their
But inflation may prove to be a eyes and rode out the year in the

I
more formidable factor, especially for large-capitalization indexes. For that,
s it Santa or merely rational the superpeak of about 250,000 consumers. Personal spending rose a they would have been rewarded with
exuberance? reached earlier this year, according to seemingly robust 0.6% in November, a 25.52% total return in the SPDR
With the possibility of a the firm’s widely read daily research the Commerce Department reported S&P 500 exchange-traded fund
record spike in Covid-19 loom- packet. on Friday. But the personal con- (SPY) from the beginning of 2021
ing, the S&P 500 index never- The good news is that cases have sumption deflator posted the same through Tuesday, according to Morn-
theless headed into the Christ- already appear to have peaked, with 0.6% increase. So, in real terms, ingstar. (We’ll look at ETF returns
mas weekend with a record of relatively few deaths, in South Africa, spending stalled, while personal since that’s how most folks are playing
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

its own. And even stocks that ordinar- where the Omicron variant was first income increased 0.4%, less than along at home.)
ily would be thought to be vulnerable reported last month, suggesting a sim- rising prices. Going outside of the large-cap
to another surge, especially travel- By Randall W. ilar pattern for the U.S. Along with Household wealth is more than benchmark mostly wasn’t worth the
related companies, enjoyed robust Forsyth those hopeful portents, the U.S. Food keeping pace with inflation, rising by trouble or the risk. Small-caps trailed
rallies for the week. and Drug Administration cleared an additional 15% in the fourth quar- with less than half their big breth-
All of which marks a big turn- Pfizer’s (ticker: PFE) Covid-19 pill, ter based on gains in stocks and the ren’s performance, with a 12.34%
about from the steep slide on Black which has been shown to be 89% ef- continued ascent in home prices, year-to-date return on the iShares
Friday in November after the first fective in preventing hospitalization according to Evercore ISI’s estimate. Russell 2000 ETF (IWM). Ventur-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

reports of the Omicron variant. Since and deaths, nearly triple the efficacy For those fortunate to own these ing abroad didn’t pay either, with the
then, the market has tended to wax of Merck’s (MRK) competing drug, assets, that at least is reason to Vanguard FTSE All-World ex-US
and wane on headlines about the which the FDA also authorized. celebrate. ETF (VEU) returning just 6.32%.
surge in new cases in the U.S., Credit (or blame) less-developed mar-
Europe, and elsewhere. kets; the iShares MSCI Emerging
After another rough Monday fol- Markets ETF (EEM) suffered a nega-
lowing more bad news about crowded tive 4.87% return, and the iShares
emergency rooms and the scarcity of MSCI China ETF (MCHI) took a
Covid tests relative to demand, the 22.02% hit.
overall market and particularly the Bonds didn’t pay, either, with the
reopening stocks rebounded. Presi- iShares Core US Aggregate Bond
dent Joe Biden tried to blame stocks’ ETF (AGG) returning a negative 1.63%
1%-plus drop on Monday on the ap- year to date, though the iShares
parent scuttling of his $1.8 trillion iBoxx $ High Yield Corporate
Build Back Better proposal by Sen. Joe Bond ETF (HYG) managed a positive
Manchin (D., W.Va.), who holds the 3.35%. But our income investment
deciding vote in the Senate. But many pick for 2021, closed-end leveraged
market pros weren’t surprised; one loan funds, nearly kept pace with
quipped privately that “President stocks. For example one fund, the
Manchin” wasn’t ever going to ap- Nuveen Floating Rate Income
prove the bill. Opportunity (JRO), returned
Airline, hotel, and cruise-line 23.34%—with less risk than equities.

Roy Rochlin/Getty Images


stocks had double-digit rebounds by Inflation, like Hemingway’s famous
week’s end from their Monday lows observation about bankruptcy, started
as the overall market appeared to look the year gradually and came on sud-
beyond the Omicron case surge. Ever- denly. Heading into 2021, consumer
core ISI healthcare analyst Michael prices were rising at only a 1.4% year-
Newshel thinks U.S. cases could top over-year rate, the result of the defla-
December 27, 2021 BARRON’S 7

Up & Down Wall Street (continued)

tion wrought by the crash of prices as catches up with soaring home prices, he
the economy collapsed after the onset of
Covid-19 earlier in 2020, and far below
the Federal Reserve’s long-run target of
2%. Back in January, the lynx-eyed Peter
noted By then, he added, owners’ housing
costs, which account for nearly a quarter
of the overall CPI, will lift retail prices far
more than the widely noted spurt in used-
Explore
Boockvar, chief investment officer at car prices last spring.
Bleakley Advisory Group, began warning
of supply tightness driving up a wide
range of goods prices, from commodities
to DRAM chips.
Home prices weren’t the only thing
popping. The year now ending will be
remembered for manic speculation in
what came to be known as meme stocks
What’s Next
By the autumn, supply-chain kinks touted on internet venues such as Reddit.
were all over the evening news, with the
weakest links seemingly at ports where
stacks of containers with imported goods
waited to be loaded onto trucks, which,
With betting on sports curtailed by the
coronavirus, punters turned their gam-
bling to companies distinguished mainly
by the bets placed against them. And
in Health Care
along with drivers, were in short supply. staked with “stimmies,” the stimulus
And inflation was soaring at a rate not checks from Uncle Sam, free phone trad-
seen in a generation, with the consumer ing apps, and a surfeit of free time, these
price index up 6.8% from a year earlier, self-described “apes” sought to take on
the fastest since 1982. the big, evil short sellers.
Supply tightness was only part of the Whatever the motivation of the sans-
problem. Another fiscal package totaling culotte speculators, the source of much of Genomics &
$1.9 trillion from the incoming Biden ad-
ministration—on top of the $900 billion
their stake is the U.S. Treasury, which bor-
rowed the money at about the lowest inter-
Biotechnology ETF
package and the $2.1 trillion Cares Act est rates in recorded history, a result of the
passed the year before—was being pumped U.S. central bank fixing the cost of money

GNOM
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

into the U.S. economy. Crucially, the Fed at zero. In real terms, that is, after strip-
was supporting the fiscal borrowing by ping away inflation, it’s far less than zero—
purchasing Treasury securities at nearly below negative 1% for 10 years.
a $1 trillion annual rate, along with nearly It’s an axiom of finance that a low cost
$500 billion in agency mortgage-backed of money pumps up the value of assets.
securities to help spur housing. The present value of an investment’s fu-
Added together, James Paulsen, the ture cash flows goes up as the interest
Leuthold Group’s chief investment strate- rate to finance that investment goes down.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

gist, observed in January, money supply Inexpensive, abundant capital can justify
growth was running four times as fast and all manner of wild and wonderful invest-
the federal deficit was four times as big as ments, from electric vehicles to stationary 1 (888) 493-8631
the last time the labor market was at a sim- bicycles with tablet computers attached to GLOBALXETFS.COM
ilar level. All of which amounted to “too cryptocurrencies of no intrinsic value that
much cowbell,” as in the classic Saturday can fluctuate in price by 20% over a
Night Live sketch, which portended much weekend.
higher inflation. Besides the seemingly never-ending
®
Where the resulting inflation showed
up—but isn’t directly counted in the price
effects of the pandemic, the signal aspect of
2021’s financial markets has been the power
Beyond Ordinary ETFs
indexes—is in housing. Early in the year, of money, conjured and created by central
Investing involves risk, including the possible loss of principal. The investable
Fed Chairman Jerome Powell called the banks. It has accommodated borrowing by universe of companies in which GNOM may invest may be limited. The companies
new double-digit surge in home prices a governments on a scale never experienced in which the Fund invests may be subject to rapid changes in technology, intense
“passing phenomenon” related to the pan- in peacetime and pumped up asset values to competition, rapid obsolescence of products and services, loss of intellectual
demic sending young families fleeing city records. And it’s having the same effect on property protections, evolving industry standards and frequent new product
apartments for single-family houses with the prices of what’s being purchased, which productions, and changes in business cycles and government regulation.
room enough to work from home. has put inflation at the top of the worry list GNOM is non-diversified.
By September, however, house prices of the public and politicians.
were soaring at nearly a 20% rate, accord- Next year, some of that process will Carefully consider the Fund’s investment objectives, risk factors, charges
ing to the CoreLogic Case-Shiller indexes’ begin to reverse. Printing less money may and expenses before investing. This and additional information can be
most recent reading. But, as former Alli- slow the process of pumping up prices, found in the Fund’s full or summary prospectus, which are available at
anceBernstein chief economist Joseph but the impact is apt to be uneven. It may globalxetfs.com. Read the prospectus carefully before investing.
Carson pointed out late last month, own- well affect prices of securities first, then Shares of ETFs are bought and sold at market price (not NAV)
ers’ equivalent rent (the convoluted way prices of goods and services. And the way and are not individually redeemed from the Fund. Brokerage
housing costs get counted in the CPI) was down is likely to be less pleasant than the commissions will reduce returns. Distributed by SEI Investments
up less than 3% from a year ago. way up. B Distribution Co.
There’s typically a lag of six to 12
months before this measure of rents email: randall.forsyth@barrons.com
8 BARRON’S December 27, 2021

ST R E E T W I S E
Is merrymaking making a comeback? BevAlc
Insights says that sales of ready-to-drink
cocktails have more than doubled in 2021.

As Hard Seltzer Loses


treau (RCO.France) or Pernod to regional banks, which earn a higher
buy a U.S. distiller next year, possibly percentage of their profits from tradi-
family-owned Sazerac, to boost expo- tional lending than big money-center
sure to a hot market. I’m predicting banks. (See page 34 for more on big

Its Fizz, Make Mine


plenty of new canned choices for banks.) He recently upgraded Key-
lubricating my golf swing come Corp (KEY) from Underperform to
spring. As a responsible influencer, Buy, and likes that the company is
I’d better try as many as I can. seeing fast growth on the West Coast

A Cocktail in a Can
to compliment its Midwest and North-

L
et me turn your attention east strength. He also likes Citizens
from booze to banks. They Financial Group (CFG), which is
obviously earn part of their strong in New England and the Mid-
money from the spread be- dle Atlantic states. It has done a string
tween the rates they pay depositors of acquisitions, which Poonawala says

I
and the ones they charge borrowers. could put off investors in the short
’m pretty sure I’m a major mixers of old; distillers today are Those rates typically move in tandem, term, but pay off in two to three years.
influencer. For a few years mixing premium spirits with simple but there is an unspoken floor for Citizens CEO Bruce Van Saun tells
now, I’ve been getting a hot ingredients. Pernod will soon make a deposits of zero percent, or else banks me that the company’s internet bank,
dog and vodka mule halfway serious play for my Cutwater business would begin charging savers interest. called Citizens Access, could be a key
through golf rounds. The by launching canned Jameson whis- So when loan rates are as low as they to expansion. There are small clusters
cocktail—vodka, ginger beer, key with ginger ale and lime. Old- are now, spreads get squished. of Citizens branches in the Washing-
bitters, and lime in a can—is Fashioneds can’t be far behind. The That means spreads can re-fatten ton, D.C., and Miami areas, and online
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

made by Cutwater Spirits, bought in company already has RTD cocktails as rates rise, as they are expected to do banking gives the company a way to
2019 by brewer Anheuser-Busch for its Absolut vodka and Malibu rum. soon, given the recent spike in infla- gain share in those and other markets
InBev (ticker: BUD). “These are By Jack Hough Pernod’s Paris shares have re- tion. The last time the Federal Reserve without first adding branches.
pretty good,” I distinctly remember turned 35% this year. The American raised interest rates a full percentage Speaking of online banking, the
telling more than one playing partner depositary receipts have returned point, interest on bank deposits went market for app-based neobanks looks
who hadn’t asked. 26%, as the euro has declined against up only a tenth of a percentage point, crowded, with entrants targeting ever
Now, I learn that ready-to-drink, the buck. Shares of Boston Beer, says Ebrahim Poonawala, who heads more specific groups, like Daylight for
or RTD, cocktails, as distributors call meanwhile, are down 47%. Seltzer North American bank coverage for LGBTQ customers, Lili for freelanc-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

them, are suddenly the industry’s fast- has been hurt by a pile-in from beer Bank of America Securities. This time ers, and Aspiration for climate-change
est grower. No word yet on a hot dog brands. MKM Partners analyst Bill around, there is such a glut of cash activists. I’m thinking of starting
spike, but we’ll see. Kirk predicts that some recent seltzer on deposit that banks are in an even SwingSplit to offer loan consolidation
This comes as a dark period for entrants will fold, which could clear stronger position, he says. for divorced trapeze artists. Start-up
merrymaking shows signs of lifting. the way for more RTD cocktail gains. That’s one reason to like banks capital, judging by the price of some
Not the Covid-19 pandemic—that’s That helps explain why distillers now. Another is that they could sim- recent neobank financing rounds,
still keeping many drinkers at home. are trading like software start-ups. ply deploy some of their excess depos- won’t be a problem.
I’m talking about the epidemic of hard Pernod, like Johnnie Walker owner its into loans or securities, even with- Despite appearances, however, the
seltzers, or bubble water mixed with Diageo (DGE.UK), goes for 30 times out a rise in rates. And a third is that industry is far from flooded. Most
malt liquor and just a rumor of fruit. earnings, and Jack Daniels maker merchants everywhere will need to neobanks are software front ends that
Sales of the top brand, White Claw, Brown-Forman (BF.B), 43 times. All restock in 2022 as supply-chain may- must team up with traditional char-
are declining. No. 2 player Boston are seen growing earnings per share hem eases, which means more inven- tered banks for things like insured
Beer (SAM) has had to chuck millions by double-digit percentages for years. tory loans for banks. deposit accounts and a full menu of
of unsold cases of its Truly brand. Kirk expects either Rémy Coin- Poonawala says it’s time to favor lending capabilities. There are few
“If you take a look at hard seltzers, new chartered banks, and the number
the flavor, the taste, is just not there,” of tie-ups between existing ones dou-
says decidedly biased Ann Mukherjee, bled this year. BofA’s Poonawala reck-
CEO of North American operations BARRONS.COM/PODCASTS ons that among nearly 5,000 U.S.
for spirits seller Pernod Ricard banks, about 4,500 have less than
(RI.France). “People are looking for,
‘I want a margarita in a can. I want a
cosmo in a can. Enough with the selt-
Barron’s Streetwise $1 billion in assets. The industry has
been consolidating for 30 years, he
says, and from here the bank count
zers, which I don’t know what that In a weekly podcast by Barron’s, columnist Jack Hough looks could fall by half in a decade. Don’t
really is.’ ” at the companies, people, and trends you should be watching. tell my future SwingSplit backers,
Sales of RTD cocktails have more This is Wall Street like you’ve never heard before. Subscribe but traditional banks appear to be
than doubled in 2021, according to to Barron’s Streetwise on Spotify, Apple Podcasts, growing stronger. B
BevAlc Insights, part of online alcohol or your favorite listening app.
seller Drizly. Forget the sugary, bottled email: jack.hough@barrons.com
December 27, 2021 BARRON’S 9

F OLLOW-UP
Pfizer will make 40 million more courses of
the drug than previously forecast, which will
probably lift Wall Street’s sales estimates.
“History shows that it doesn’t pay to try
to time the stock market, but there are

With Covid Pill, Pfizer Shows times when risk levels have increased
to a point where it is wise to have a
The Fruits of Its New Focus safety net – like dividends.”
the company’s decision in 2019 to rid itself - Jim Cullen, Chairman & CEO
Investors are starting to favor the of all but its innovative biopharma business
drugmaker, but shying from Merck was a smart one.
Investors had been slow to buy into the
revamped Pfizer, but late this year they
By JOSH NATHAN-KAZIS caught up fast. In the 12 months before
High Dividend Equity
November of this year, Pfizer shares trailed

T
he Covid-19 pill is here, and it the S&P 500 index, even as it rolled out its
couldn’t have come at a better time. Covid-19 vaccine. Since the start of Novem- Enhanced Equity Income
The pandemic grew darker over ber, however, Pfizer shares have exploded.
the past two weeks, as the Omicron The stock is up 36.4% since then, while the
variant swept into the U.S. With most of the S&P 500 has climbed just 1.6%. Value Equity
widely used therapies rendered useless by And the stock remains relatively cheap,
the variant’s mutations, and case counts trading at just 9.8 times earnings expected
Small Cap Value
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

quickly climbing, doctors and public health over the next 12 months, according to Fact-
officials have been increasingly worried. Set, a discount to peers like Eli Lilly (LLY),
The Food and Drug Administration’s which trades at 31.7 times earnings, and
authorization of Pfizer’s (ticker: PFE)
Covid-19 pill Paxlovid on Wednesday
Johnson & Johnson (JNJ), at 16.1 times
earnings.
International High Dividend
offered some hope. The pill is cleared only The good news for Pfizer this week was
matched by less-good news for Merck
for high-risk individuals, and supplies will
initially be limited, but it will save lives. (MRK). Though early data on its Covid-19
Emerging Markets High Dividend
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

The authorization represents an extra- pill molnupiravir sent vaccine stocks lower
ordinary coup for Pfizer, its second of the and Merck shares higher, the shine has
pandemic. Analysts expect Pfizer to sell since come off the drug, as updated data Water Impact
$21.7 billion worth of the drug in 2022, have suggested that it’s less efficacious than
according to FactSet, though the company it initially appeared, and safety questions
now says that it will make 120 million have lingered.
courses of the drug next year, 40 million The FDA issued an emergency-use au-
more than previously forecast, which will thorization for molnupiravir on Thursday,
probably drive those estimates higher. a day after it issued Paxlovid’s, under far
As Barron’s argued in November, the more restrictive terms. The authorization
success of Paxlovid is more evidence that allows for molnupiravir to be used only
when other Covid-19 treatments, like Pax-
lovid, are not accessible or not clinically
Pill Power appropriate. The agency also did not rec- For further information, please contact Schafer Cullen Capital Management
Both Pfizer and Merck have developed ommend the drug for use during preg-
nancy, and advised that men who take 212.644.1800 • info@schafer-cullen.com • schafer-cullen.com
Covid-19 antivirals. Here's how their stocks
have performed. molnupiravir should use birth control for
at least three months afterward.
60%
Pfizer (PFE / NYSE) Earlier hopes that molnupiravir could be
50 Schafer Cullen Capital Management is an independent investment advisor registered under the Investment
Merck (MRK / NYSE) a long-term revenue driver are evaporating.
40 The disappointment is a reminder of the Advisers Act of 1940. This information should not be used as the primary basis for any investment decision
30 challenge facing Merck before the end of nor, should it be construed as advice to meet a particular investment need. It should not be assumed that any
20 this decade: the loss of patent protections security transaction, holding or sector discussed has been or will be profitable, or that future recommendations
10 on Keytruda, the cancer drug blockbuster or decisions we make will be profitable or equal the investment performance discussed herein. A list of all
0 that accounts for roughly a third of its reve- recommendations made by the Adviser in this strategy is available upon request for the 12 months prior to the
-10 nue. Merck has been working toward filling
date of this report.
July 2021 Dec. that gap. It doesn’t appear that molnupira-
Source: FactSet vir will be a big contributor to that effort. B
10 BARRON’S December 27, 2021

R E VIEW 35,950.56
Dow Industrials: +585.12
570.54
Dow Global Index: +10.84
1.49
10-year Treasury note: +0.09

A Pre-Holiday Gift HE SAID


Stocks reeled from the one-two punch
of Omicron and Sen. Joe Manchin as “It’s the biggest thing to
the run-up to Christmas began. Oil happen in the pandemic
prices fell on fears of slower growth
and the demise of the White House’s after vaccines.”
Build Back Better bill’s stimulus. The Dr. Eric Topol, director of the Scripps
World Economic Forum at Davos was Research Translational Institute, on FDA
postponed. Stocks rallied on Tuesday authorization of Pfizer’s anti-Covid pill.
and through Thursday as Omicron
fears faded a bit. On the short week,
the Dow industrials were up 1.7%, to
35,950.56; the S&P 500 rose 2.3%, to
4725.79, a record; and the Nasdaq
Composite gained 3.2%, to 15,653.37.

Living With Omicron


Better news on the Omicron front:
ARE THEATRICAL RELEASES BACK? While the variant raced across the U.S.,
two studies suggested Omicron may be

Spidey Rides THE NUMBERS


less severe than Delta. Moderna said
boosters of its vaccine lifted antibody
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

protection against the variant by 37

A Meme Wave 27%


times, and the Food and Drug Adminis-
tration authorized use of Pfizer’s anti-
Covid pill; Merck’s version was also
Percentage of the 19 million authorized, but with restrictions. Presi-
Bitcoin in circulation held by dent Biden announced 500 million
AMC Entertainment Holdings shares rose 2%, to the top 0.01% of holders. at-home tests would be mailed to U.S.
$29.70, this past Monday—an otherwise rough day for households and 1,000 military doctors

$1,089
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

stocks—as CEO Adam Aron and AMC supporters on will be sent to help overrun hospitals.
Reddit cheered the theatrical debut of Spider-Man: No Way
Home, which grossed $260 million in its weekend domes- Manchin Talks
tic box office—a pandemic record and the second-best Price per thousand-board feet After months of talks, West Virginia to continue his low interest-rate policy,
opening ever. Despite Omicron fears, Sony’s latest Spidey of lumber, doubling since mid- Democratic Sen. Joe Manchin declared vowing there was no “going back.” Busi-
flick topped films such as 2018’s Avengers: Infinity War November. he would not support President Bi- ness groups pushed back, the lira fell an-
and 2015’s Star Wars: Episode VII—The Force Awakens. den’s roughly $2 trillion Build Back other 9%, then rebounded, as Erdogan

Illustrations by Elias Stein; photograph by Kirsty O’Connor/PA Images/Getty Images


“The self-absorbed all-knowing so-often-wrong con-
ventional wisdom that streaming will defeat theaters just
does not know how to process the news,” Aron tweeted.
“Hey prophets of doom #CHOKEonTHAT.”
7%
Fourth-quarter estimate of U.S.
Better bill, igniting an angry Demo-
cratic response. Against united GOP
opposition, Manchin’s vote is neces-
sary to pass the bill, putting much of
promised a plan to protect savings.

Annals of Deal Making


Bank of Montreal agreed to buy Bank of
Reddit users, gathering at the AMCStock forum, annualized growth, up from 2% the administration’s climate-change the West, BNP Paribas’ San Francisco-
echoed Aron. They call themselves “apes”; Aron is the in previous quarters, 2% in the and social policy agenda at risk. On based banking unit, for $16.3 billion…Ora-
“silverback.” On Sunday, Aron retweeted photos of him- euro zone, 4% in China. Monday, Goldman Sachs, citing cle said it was acquiring Cerner for $28.3
self with AMC fans who attended an early screening of Manchin, cut its forecast for first- billion, its biggest deal ever. Oracle hopes
20th Century Studios’ The King’s Man, another holiday
film. “Gotta love our Silverback CEO!” a Reddit user
gushed. “Can’t get the magical feeling when the whole
theater claps and cheers during the key scenes while
6
Gigawatts of U.S. large-battery
quarter growth next year to 2% from
3%. By Monday night, Manchin was
suggesting talks could continue.
to boost its cloud business in health-
care…Mortgage company Rocket picked
up personal finance app TrueBill for $1.3
billion…Chinese artificial intelligence com-
you’re streaming alone at home, eating Doritos on your installations added in 2021, The Liquidity Cure pany SenseTime, blacklisted in the U.S., is
couch,” said another. compared with less than one in China cut lending rates as economic relaunching its Hong Kong IPO with
The debut wasn’t enough for B. Riley’s Eric Wold to total in 2020. growth slowed and Omicron appeared. backing by nine state-owned funds…Chi-
raise his AMC rating from Hold and price target from Defaulting property groups Kaisa and nese social-media giant Tencent is distrib-
$16. Wold, however, is bullish on 2022 at the theaters, To get Numbers by Barron’s China Evergrande both pursued re- uting most of its 17% stake in online re-
with, he wrote, “three Marvel universe films, four DC daily, sign up wherever structuring talks, as companies tar- tailer JD.com to shareholders, some $16.4
universe films, along with sequels to Jurassic World, you listen to podcasts or at geted in government crackdowns laid billion worth...Shipper A.P. Moller-
Transformers, Mission: Impossible, Top Gun, and Avatar.” Barrons.com/podcasts off thousands of workers. In Turkey, Maersk is buying Asian freight manage-
Go with the popcorn. — Connor Smith President Recep Tayyip Erdogan swore ment firm LF Logistics for $3.6 billion.
December 27, 2021 BARRON’S * 11

P R EV IEW Tuesday FHFA releases its Home Price index for Octo- Sign up for the Review &
ber. Through the third quarter, home prices
rose 18.5% year over year, a record. Every Preview daily newsletter at
state saw price appreciation, led by Idaho and Utah, with over 30% gains. Barrons.com/reviewpreview

Monday 12/27 The Census Bureau reports retail


and wholesale inventories for Novem-
Markets across the globe, including ber. In October, seasonally adjusted
in Canada and the United Kingdom, inventories held by wholesalers were
are closed in observance of Christmas. a record $759 billion, as they stock-
piled goods for the all-important holi-
The Federal Reserve Bank of Dallas day season. Retailers held $604 bil-
releases its Texas Manufacturing Out- lion of inventory during the same
look Survey for December. Consensus period.
estimate is for a 13.8 reading, two
points more than November’s figure.
While still indicating growth in the Thursday 12/30
state’s manufacturing sector, the index
is well off its postpandemic peak of The Department of Labor reports
37.3 from April of this year. initial jobless claims for the week
ending on Dec. 24. Jobless claims have
averaged 199,333 a week so far in
Tuesday 12/28 December. Included in those data
A HOST OF PROBLEMS were the 188,000 initial jobless claims
S&P CoreLogic releases its Case- for the first week of December, the

Alibaba:Cheap A Heavy Hand


Alibaba’s shares took a hit when the
Shiller National Home Price Index for
October. Economists forecast a 18.5%
lowest claims total since September
of 1969.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

pandemic struck in 2020. But the year-over-year jump, slightly slower


than September’s 19.5% rate of The Institute for Supply Manage-

ButPerilous
2021 regulatory crackdowns were
more damaging. growth—which is the third highest in ment releases its Chicago Purchasing
Alibaba Group Holding Stock,
the index’s history. Of the 20 metro- Manager Index for December. Econo-
2020 to 2021, Year to Date politan areas tracked by S&P Core- mists forecast a 62 reading, roughly
$350 Logic, five saw gains of 25% or more, even with November’s figure, which
Alibaba Group Holding looks tempting. Shares of the led by Phoenix, Tampa, and Miami. was the lowest since February. The
300
Chinese e-commerce giant are cheap—year to date, the Chicago, Minneapolis, and Washing- Chicago PMI has had 17 consecutive
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

U.S.-listed shares, at $118.66 on Thursday, are off 49% with 250 ton, D.C. were the bottom three with months with readings above 50,
a 15 multiple—after a year of crackdowns and shake-ups. still-robust increases of 12% to 14%. indicating expansion for the nation’s
But investors should resist the urge to pounce. 200 manufacturing sector.
Some money managers have begun buying the shares. The Federal Reserve Bank of Rich-
150
Of the analysts tracked by Bloomberg, 56 have Buy ratings, mond releases its Fifth District Survey
five have Hold ratings, and one a Sell; as a group, they have 100 of Manufacturing Activity for Decem- Friday 12/31
an average target price of $202 for the shares. And Alibaba 2020 2021 ber. Expectations are for an 12 read-
executives were upbeat at a recent investor day. They set a Source: FactSet ing, roughly even with the previous Fixed-income markets close early
$100 billion gross merchandise value target for its South- two months. Like its Dallas counter- at 2 p.m. EST for New Year’s Eve.
east Asia marketplace, Lazada, and outlined plans that Everything’s Relative part the index is well below the levels Both the Nasdaq and New York Stock
align it more closely with Beijing’s priorities, such as cater- from earlier this summer. Exchange keep regular trading hours.
Alibaba’s quarterly growth has been
ing to consumers in lower-tier cities and becoming carbon-
remarkable, though maintaining it
neutral by 2030. They also discussed changes in the e-
commerce channel as a response to new competition.
has grown tougher.
Alibaba Year-on-Year Quarterly
Wednesday 12/29 Coming Earnings
Alibaba will undoubtedly remain a dominant force in Growth, 2018 to 2021, Year to Date
China. But Alibaba’s investments, says Mizhou analyst 125% The National Association of Real- Day Consensus Est. Year Ago

James Lee, may take some time to pay back. A delay, tors releases its Pending Home Sales T

coupled with a slowing economy and supply-chain woes, 100 Index for November. Consensus esti- Cal-Maine Foods (Q2) $0.28 0.25

could hobble short-term growth. mate is for a 123 reading, less than
75
Meanwhile, U.S. and Chinese regulators are both trying October’s 125.2. The October reading Consensus Estimate
to force some Chinese companies off U.S. exchanges. “[Ali- 50
was the highest of the year for the Day Consensus Est. Last Period
baba] is a company more exposed to regulatory issues in PHSI, which is a forward-looking
W November Wholesale Inventories 2.3% 2.3%
all the areas where regulators have concerns,” says Phillip 25 indicator of home sales based on
November Pending Home Sales Index 123.0 125.2
Wool, a managing director of Rayliant, who now favors contract signings. Fast-rising rents
Unless otherwise indicated, times are Eastern. a-Advanced;
onshore Chinese companies earlier in their growth trajec- 0 and anticipated increases in mortgage f-Final; p-Preliminary; r-Revised Source: FactSet
tories. Even before the pandemic and crackdowns, China’s 2018 2019 2020 2021 rates drove the rise in house-contract For more information about coming economic reports
Q1 Q1 Q1 Q1 - and what they mean - go to Barron’s free Economic
internet giants struggled to maintain rapid growth. Now, signings according to Lawrence Yun, Calendar at www.barrons.com
it’s a bigger problem. — Reshma Kapadia Source: MacroTrends the NAR’s chief economist.
12 BARRON’S December 27, 2021
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

You don’t need to


be a bioengineer to
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

help change the


shape of humanity.
Help power your portfolio
with the innovators of the Nasdaq-100.

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE


There are risks involved with investing in ETFs, including possible loss of money. ETFs are subject to risks similar to those of stocks. Investments focused in a particular
sector, such as technology, are subject to greater risk, and are more greatly impacted by market volatility, than more diversified investments.
The Nasdaq-100 Index comprises the 100 largest non-financial companies traded on the Nasdaq. An investment cannot be made directly into an index.

Before investing, consider the Fund’s investment objectives, risks, charges and expenses. Visit
invesco.com/fundprospectus for a prospectus containing this information. Read it carefully before investing.
Invesco Distributors, Inc.
December 27, 2021 BARRON’S 13

Carnival’s new Mardi

Carnival CEO’s Goal:


Gras ship in San Juan,
Puerto Rico. Below, CEO
Arnold Donald.

Power Up a Full Fleet


The world’s largest cruise company suffered huge losses as Covid and
its variants swept the globe, but it now sees hope on the horizon.

By LAWRENCE C. STRAUSS liquidity and that allows us to get the

A
fleet up and running, which is going to
rnold Donald, the CEO of provide the cash. As the fleet is operat-
Carnival since 2013, has ing, we will see robust demand. And as
had a lifetime of manage- the fleet operates and generates the
rial tests packed into the cash that it is capable of doing, we will
past two years as he use that to obviously pay down the
steered the company debt and return to a good investment-
through the pandemic. grade credit level where we were be- more than optimistic that we can
The latest wild card is the Omicron fore and which gave us the capacity to achieve that.
variant, which has led to “a little spike withstand this whole thing and create Whether it is biofuels, lithium ion
in near-term cancellations,” Donald shareholder value. battery technology, fuel cells, or a fu-
told analysts this past week in the So, yes, absolutely we will be pay- ture state of fusion technology, I think
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

company’s fiscal fourth-quarter earn- ing debt down along the way, and we somehow through a combination
ings call. But he said longer-term pat- need to do that before we can start those efforts—or any one of them—
terns remain strong, and the company paying dividends again. But that’s there will be a breakthrough and we
was upbeat about bookings further going to happen in due time. can get to zero emission, which is re-
out into 2022 and 2023. It sounds like most of your cus- ally the goal.
The Miami-based company, the tomers and all of your crews are One of the trends for cruise op-
world’s largest cruise operator, has vaccinated for Covid, but what’s erators is to launch bigger ships
eight of its nine brands back in opera- your stance on boosters? with more amenities.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

tion following the pandemic-induced We encourage everyone to get a One of the changes has been bigger
shutdown in March 2020. Those sail- booster who is qualified to get one. ships and more amenities, as you say,
ing include Carnival Cruise Line, Earlier in the pandemic, we put to- but another change has been small
Princess Cruises, and Holland Amer- gether a global team of scientists and ships with more amenities. We have
ica Line. The company is planning to medical experts. From day one, we’ve “We have American CEOs of large U.S. com- built ships for more than 6,000 guests,
have its full fleet under sail in June in been informed by their sharing of sci- panies. Why? and we are building ships for 260
time for the all-important summer ence and data.
built ships What is holding us back is getting guests. So it is a portfolio of offerings
season, which typically garners the In terms of making diversity and for more to a critical mass of people who are in from ultraluxury ships that have a very
lion’s share of profits for the industry. inclusion work well in a company, position to be able to take those roles. small guest load to much larger ships,
The industry needs a break. Carni- what’s most important to you?
than 6,000 In fact, we never got to that critical like Mardi Gras, which has a roller
val (ticker: CCL) chalked up a fiscal- First, the foundation. Businesses guests, and mass level of having people in a posi- coaster on top and you carry more than
fourth-quarter loss of $2.6 billion—the thrive over time through innovation. tion that would legitimately be pre- 6,000 guests but still have them feel
latest in a string of heavy losses due to Innovation is by definition thinking
we are pared to take those roles. The other very comfortable and not confined.
Covid. Barron’s recently interviewed outside the box. Diversity and inclu- building thing holding it back is the lack of What’s your advice for steering
Donald, who is 67 and one of the few sion are a business imperative. If you ships for willingness to step enough outside the a company through a crisis?
African-American CEOs of a large really understand that and believe box to give the unusual candidate the You have a sense of urgency but
U.S. company. What follows is an ed- that, then you take it on like you take 260 guests.” opportunity. you have to stay calm, and you then
ited version of the conversation. on any other business imperative. Arnold Donald Will we see cruise ships fully have to make sure you understand
Another key to it working is that it powered by electricity in our life- what is really going on. You don’t al-
Courtesy of Carnival Corporation (2)

What’s your response to investor has to be throughout the organization. times? ways have perfect information, of
concerns about all the debt the You can’t start at the bottom and think Technologically, it is very difficult course, but you don’t react to every
company has had to raise to stay that over time you are going to get to do. But as opposed to focusing just little bit of information until you can
afloat during the pandemic and its there. You have to start at the top, in on electric, if you ask the question, triangulate a little bit. Listen carefully
impact on paying dividends again? the middle and at the bottom. You “Do I believe that we will see zero- to everybody, and then do the things
We had to have liquidity to see us have to engineer diversity and inclu- emission ships in our lifetime,” the you need to do. The main things, of
through this crisis, and we have suffi- sion at all levels and all areas in your answer is yes. The technology does course, are compliance, environmental
cient liquidity to do that. We’ve raised enterprise—those are key principles. not exist today. But there are multiple protection, and the health, safety, and
almost $27 billion. So we have strong There aren’t many African- ways to potentially get there, and I am well-being of everybody. B
14 BARRON’S December 27, 2021
S I Z I N G U P S M A LL- CA P S

A Paper
the company from that SPAC. His
background is in finance, including a
tour of duty at Goldman Sachs.

Packager
“He definitely has a good vision for
the company,” Baird analyst Ghansham
Panjabi tells Barron’s. Management’s
“execution has been fantastic relative to

That Packs their basic skill set, which is finance. So


they’ve made a very seamless transi-
tion to the operational side.”

A Punch
A small-cap growth stock coming
out of a SPAC might sound dicey. But
Ranpak did it long before SPACs were
in vogue, announcing its proposed
merger back in 2018. And Asali has
kept the company on solid financial
Ranpak is the leader in protective footing. Net debt to estimated 2022
paper packaging, a fast-growing, Ebitda, or earnings before interest,
green-friendly alternative to plastic. taxes, depreciation, and amortization,
is about 2.3 times, versus 2.8 for plas-
Now may be the time to jump in. tic-packaging giant Sealed Air (SEE).
What’s more, Ranpak has earnings,
which isn’t something all SPAC-related
companies can claim. In 2021, Ranpak
By AL ROOT is projected to earn about $117 million

I
in Ebitda. Wall Street expects that to
f those new wine glasses you tainability, e-commerce, and automa- “Sustainable solu- trend boosting growth. Ranpak makes grow about 11% a year on average for
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

ordered for the holidays arrived tion. For investors who can stomach tions are gaining a variety of automated packaging sys- the coming three years. Analysts see
market share,” CEO
intact, lovingly wrapped in pa- some volatility, now could be an excel- Omar Asali tells tems that can form boxes, cut boxes, per-share earnings of about five cents
per, there’s a good chance you lent time to buy in. Barron’s. “There is and fill boxes with protective packag- in 2021, growing to 27 cents in 2022
a real problem with
have Ranpak Holdings to Ranpak dependably sticks to its plastic pollution.”
ing. These help companies save on and to 55 cents by 2024.
thank. The Ohio company is the packing. Its main business is special- labor costs and improve speed. So far, The company’s stock, which has
leader in protective paper pack- ized paper wrapping and cushioning automation accounts for just 3% of soared roughly fivefold in the past two
aging, a fast-growing, environmentally for shipments, or what it calls “in-the- sales, but that could rise. years, now trades around $35, or about
friendly alternative to bubble wrap. box paper-based technologies and Overall, sales at the company are 125 times estimated 2022 earnings and
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Ranpak (ticker: PACK), it turns out, products.” That puts the company in a expected to increase by about 27% in 60 times estimated 2024 earnings.
is also a poster child for the recent large, $8 billion market for protective 2021, hitting roughly $380 million. That’s obviously pricey, which high-
travails of growth stocks. packaging. Today, bubble wrap, foam, Wall Street expects sales to continue lights the main risk for shares.
Legions of growth stocks have been and those bags filled with air account rising at about 11% a year on average “It’s just as simple as valuation,” says
hammered as the Federal Reserve pre- for fully $7 billion of the market. But for the coming three years. Panjabi, who has covered the packing
pares to raise interest rates. The future Ranpak’s alternative is making real Sustainable packaging might feel sector for more than 20 years. “Would I
profits of growth companies, the main inroads as the world goes greener. like a new idea, but Ranpak has been like it at $25? Absolutely. So would ev-
draw for investors, simply look less “Sustainable solutions are gaining around since the 1970s. It came public erybody else.” He doesn’t see it getting
valuable when rates are on the rise. market share,” CEO Omar Asali tells via a SPAC only after decades of own- there, expecting investors to buy on the
And the Fed has penciled in three rate Barron’s. “There is a real problem with ership by private equity. Asali came to dips. “This is a very investible, secular,
increases for 2022. plastic pollution.” Asali points out long-term growth story,” he says.
Ranpak, a well-regarded company that only a fraction of the roughly 400 Panjabi rates the stock Buy and has
that went public in 2019 via a special- million tons of plastic produced each Ranpak Holdings a $38 price target, about 10% higher
purpose acquisition company, or year gets recycled. Paper, by contrast, Sustainable-packaging solutions than where shares are trading. That is
SPAC, has seen its shares plunge 18% is biodegradable, and most of the pa- Headquarters: PACK (NYSE) based on 23 times estimated 2022
in the past four weeks. That is steep per used by Ranpak gets recycled six Concord Township, OH $45 Ebitda. The packing stocks under his
even by the standards of Ranpak’s to eight times. Recent Price: $35.11 40 coverage trade for about 12 times
volatile peers—smallish, more specula- The company also benefits from the YTD Change: 161% 35 Ebitda, but they don’t have the growth
tive stocks spawned by SPACs. The continued rise of e-commerce and the 30 outlook Ranpak does.
Market Value (bil): $2.8
Defiance Next Gen SPAC Derived consequent explosion in package ship- 25 It might seem like a modest gain,
exchange-traded fund (SPAK) dropped ments. The U.S. parcel market is 2022E Sales (mil): $426
20
but Panjabi sees it as the price to pay
about 12% over the same span. headed to 134 million packages a day 2022E Net Income for a nice return well into the future. If
15
Yet nothing appears to have by 2026, up 70% from 2020, accord- (mil): $18.2 Ranpak maintains its valuation multi-

Courtesy of Ranpak
10
changed in Ranpak’s business. There ing to FedEx (FDX). And just about 2022E EPS: $0.27 ple, investors could be looking at a
5
has been no news. The company’s anything that is shipped—from wine $50 stock in a couple of years, imply-
2022E P/E: 130.0 0
growth story remains intact. With a glasses to car parts—requires protec- ing average annual gains of about
market value of $2.8 billion, Ranpak is tive packaging. Dividend Yield: None 2019 ’20 ’21 20%. Says Asali: “We’re not even in
poised to ride three big trends: sus- Automation is another secular E=estimate Source: FactSet the second half of the game.” B
December 27, 2021 BARRON’S 15

What Will
data, and the latest 12-month figure
is 6.8%.)

J A: 4% or lower
J B: 4.1% to 6%

Happen
J C: 6.1% to 8%
J D: Above 8%

13.
How many times will the Federal

In 2022?
Reserve raise short-term
interest rates in 2022?

J A: Two or fewer
J B: Three
J C: Four
Take Barron’s annual
J D: Five or more
forecasting challenge

14.
Which asset class will fare
By ANDREW BARY best in 2022?

T
J A: U.S. stocks (S&P 500)
his past year was full of fi-
J B: International stocks (EAFE index)
nancial surprises. The S&P
J C: U.S. bonds (AGG exchange-traded
500 index surged 25% for
J D: Some form of the Build Back Better fund)

3.
its third big annual gain in Which S&P sector will fare
bill gets enacted J D: Commodities (DBC Commodity ETF)
a row. Bitcoin rose 65%, to best in 2022?
$48,000, and crude oil was J E: None of the above J E: Cryptocurrencies (Bitcoin)
up 50%, to $72 a barrel. J A: Technology J B: Energy
Will stocks have a down year in J C: Healthcare J D: Financials

8. 15.
What will happen in the 2022 Which winning stock from 2021
J E: Utilities
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

2022? What will happen in Wash- midterm elections? will do the worst in 2022?
ington? Take our 21st annual forecast
J A: House and Senate flip to the GOP. J A: Moderna
4.
challenge and see how well you do. Where will Bitcoin
The 2021 competition drew more than end 2022? J B: House and Senate stay under J B: Microsoft
5,000 entries, and results will be pub- Democratic control. J C: Home Depot
lished in January. J A: Under $25,000 J C: House goes to the GOP, while the J D: Goldman Sachs Group
The rules: Only one answer per J B: $25,000 to $50,000 Senate remains with the Dems.
question, although some questions J C: $50,001 to $75,000
J D: Senate goes to GOP, and the House
16.
J D: Above $75,000 Which prominent CEO will be
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

may have more than one right answer. stays with the Dems.
The winner last year got a score of 15 gone at the end of 2022?
(out of a possible 18). Nobody has ever
had a perfect score.
The winner receives a two-year
5. Which megacap stock will
generate the best return in 2022?
9. Which country will win the
most medals at the 2022 Winter
J A: Mark Zuckerberg
J B: Elon Musk
J C: Warren Buffett
subscription to Barron’s and lunch in J A: Alphabet Olympics? Norway was top in 2018.
J D: Jamie Dimon
New York with a Barron’s staff member J B: Amazon.com
J C: Apple J A: U.S. J E: Larry Fink
of the winner’s choosing when the
J D: Meta Platforms (Facebook) J B: Canada J F: All will still be on the job.
pandemic ends. Good luck! TAKE
J E: Microsoft J C: Germany THE QUIZ
J D: Norway ONLINE
J E: Another country 17. Tiebreaker: Where will the Dow

1.
The 2022
6.
What will the S&P 500 index Which losing stock from 2021 will industrials end 2022? (The index
forecasting is now around 36,000.)
return in 2022, including do the best in 2022?
challenge is now
10.
dividends? Name the top stock in the Dow
J A: Las Vegas Sands available at
Jones Industrial Average in barrons.com/
J A: Negative J B: Zero to 10% J B: Walt Disney My choices are: 1. C; 2. B; 3. B; 4. A;
2022, including dividends (worth two 2022quiz
J C: 10.1% to 20% J D: Above 20% J C: AT&T 5. B; 6. C; 7. C; 8. A; 9. B; 10. IBM; 11.
points).
J D: Peloton Interactive Salesforce.com; 12. C; 13. C; 14. B; 15.
B; 16. C; 17. 39,999
2. What will be the year’s biggest

11. Name the worst stock in the


7.
financial surprise? What will happen in
Washington? Dow Jones Industrial Average
We’ll name a winner at the start of
J A: S&P 500 finishes in the red. in 2022, including dividends (worth
2023. The deadline for submissions
Illustration by Eva Bee

J B: Oil finishes above $90 a barrel. J A: Supreme Court overturns two points).
J C: Bitcoin ends above $100,000. Roe v. Wade. is Sunday, Jan. 2. No one from News
J D: Inflation fears hit bond market. The J B: Justice Stephen Breyer retires from Corp, our parent company, is eligible

12.
10-year Treasury yield ends above the Supreme Court. What will inflation be in 2022 to win. Entries need to be submitted
2.5%. (It is now around 1.40%.) J C: President Biden says he won’t seek as measured by the consumer electronically on our website. No mail
J E: None of the above re-election in 2024. price index? (We will use Nov. 2022 entries are permitted this year.
16 BARRON’S December 27, 2021

100 YEARS OF BARRON’S


On This Week
Jan. 2, 1922: Henry Ford pays $75 million in taxes, topping John D. Rockefeller
for “the record individual tax in the history of the world.”

Lesson of the Century:


The U.S. Economy Is
Nothing if Not Resilient
By KENNETH G. PRINGLE Big GDP jumps also were limited to the

B
volatile ’30s and ’40s. Mostly, it has been
y one measure of the U.S. econ- a steady rise in GDP, from an estimated
omy, the Dow Jones Industrial $670 billion in 1920 to a record $21.43 tril-
Average, the past 100 years lion in 2020. That’s a 30-fold increase,
look like one long joyride to meaning that U.S. GDP has grown about
prosperity. 10 times as fast as the population, which
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Market crashes, recessions has tripled from 106 million in 1920 to 331
and depressions, wars, pan- million a century later.
demics, and other economic shocks all ap- America was a smaller, poorer, and very
pear as mere bumps in the road. On aver- different place 100 years ago. Most folks
age, the Dow climbed 9% a year. lived on farms, without electricity or in-
The truth on the ground was more com- door plumbing. Horses outnumbered auto- “seem puny figures beside the speculative
plex. Millions suffered during economic mobiles. Business and politics were the kings of the last century,” but that was in
downturns, and a half-million died in over- sole province of white men. Women had 1936, and since then, plenty of worthy suc-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

seas conflicts. America faced down fas- the vote but were still second-class citizens. cessors have arisen to challenge the titans
cism, communism, and terrorism even as Jim Crow laws made sure that Blacks of old.
fractures along political, class, race, and weren’t fully emancipated. Here are some who helped keep the
gender lines at times turned our streets, The country also was in the grip of the economy churning over the past 100 years.
and seats of power, into battlegrounds. Depression of 1920-21, the nation’s worst
And yet, the economy and the market economic downturn to that point. It was * * * * *
churned on. a heck of a time for Clarence W. Barron to Automobiles were dangerous, open-air
If there’s one lesson we’ve learned from start a financial newsweekly. But he had affairs until the late 1920s, and there
delving into Barron’s archives in our cen- seen the U.S. change from an agrarian to an weren’t many passable roads. They were
tennial year, it is this: Don’t underestimate industrial nation, and he felt there was no novelties, playthings for the rich, and few
the resilience of the U.S. economy and stopping the American business spirit. saw that changing.
stock market. We saw that theme time and He was right. Entrepreneurs from Henry Ford perceived greater possibili-
again as we published a series of retrospec- Henry Ford and Thomas Edison to Elon ties. He perfected mass-production tech-
tive pieces during 2021—and the resilience Musk and Mark Zuckerberg have, to para- niques that let him build the Model T faster
is strikingly evident still. phrase Facebook’s founder, moved fast and and cheaper than the handmade competi-
When the Covid-ravaged economy con- broken things, turning new technologies tion. Ford “put the motor within the reach
tracted in 2020, it was just the 19th time into life-changing new industries. of the ordinary wage-earning family and
since 1920 in which real gross domestic They’ve also created companies that the cost is half that of a horse,” Barron buying, culminating in the Interstate High-
product had declined, year over year. And have lasted. General Electric, AT&T, wrote in 1924. way System, which set loose America’s car
nine of those years came between 1930 and Macy’s, DuPont, Sherwin-Williams, and While most Americans still depended culture—along with its suburbs, sprawl,
1949, a result of the Great Depression or many other of today’s household names on actual horsepower for conveyance and and pollution.
post–World War II demobilization. date to the 19th century or earlier. These labor, “peak horse” had been reached. Ford’s company now is heading strong
Even 2020 seems like an outlier, with companies are the backbone of the econ- Ford’s automobiles and tractors were put- into the age of the electric vehicle. Yet, his
growth expected in 2021 and 2022, despite omy, the force that gives it such resilience. ting equines out to pasture. Railroads’ best legacy is complicated: He was a vocal anti-
recent downgrades prompted by the Omi- Barron’s did have doubts from time to days were past, too. Semite who hired strikebreaking goons and
cron outbreak. time. We once worried that modern leaders Road-building would catch up with car saw conspiracies everywhere. “Moral gran-
December 27, 2021 BARRON’S 17

Dec. 27, 1954: The computer had a commercial impact, Dec. 28, 1987: The “growth of ‘passively managed’
but “it remains a mystery to the public,” which puts it index funds” made arbitraging “even the S&P
“in a class with Frankenstein’s monster.” simple,” helping set the stage for Black Monday.

Clockwise from top left: Hewlett-Packard found-


ers William Hewlett and David Packard, Henry
Ford with his first car and the Model T, Muriel
Siebert, and Clarence W. Barron

In creating the index fund, Jack Bogle


made dumb money a lot smarter. The con-
cept is simple: Since the S&P 500 index
routinely outperforms managed mutual
funds, a passive fund composed of S&P
Clockwise from top left: Jon Brenneis/Getty Image; Historica Graphica Collection/Heritage Images/Getty Images; Barron’s; National Photo Company Collection/Library of Congress

500 shares also would beat managed


funds. And with no fees, to boot. “This is a
new and unique concept in investing
whose time has come,” Bogle told Barron’s
in 1978, two years after launching the pre-
cursor to the Vanguard 500 Index fund.
Indexing wouldn’t take off until the
’90s. But by 2019, index funds had sur-
passed actively managed funds in assets,
having “trounced active funds for a de-
cade.” Yet, passive investing brought crit-
ics, who “warn of market meltdowns,” we
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

wrote in 2018, noting that one analyst


“went so far as to call index investing
‘worse than Marxism.’ ”
Bogle, who died in 2019, was clear that
he didn’t want everyone indexing. But he
picture art since the coming of sound,” * * * * * did democratize the once-exclusive club
Barron’s wrote, was “the new sound- Muriel Siebert had to announce the of Wall Street. Upon his death, we wrote,
production technique” in Fantasia. A news herself. “If one man can be held responsible for
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

major reason that the audience felt it was “First lady member of the New York today’s market—for better or worse—it’s
because “sitting directly in the pit with Stock Exchange!” read the ad, featuring Jack Bogle.”
the orchestra” was Disney’s use of eight, Siebert’s smiling face, which ran in Barron’s
state-of-the-art audio oscillators bought on Jan. 8, 1968, and in The Wall Street * * * * *
from a new company, Hewlett-Packard. Journal four days earlier. It didn’t take long for Clarence Barron’s
Bill Hewlett and David Packard fa- Siebert started as a $65-a-week equity- bet on the American business spirit to
mously started work in a rented Palo Alto research trainee at Bache & Co. in the prove prescient. Just months after his
garage, now a landmark billed as the 1950s, eventually becoming the first magazine’s debut, on May 9, 1921, the
“Birthplace of ‘Silicon Valley.’ ” woman to head one of the NYSE’s member depression ended and the Roaring ’20s
Oscillators were the start of a very firms. Siebert Financial was among the began. By 1927, Barron’s circulation had
fruitful partnership. By 1976, Hewlett- first to offer discounted trades, and was reached 30,000.
Packard was among those rare companies also a leader in moving to online trading. Barron made the connection between
that “combine technological excellence, Siebert, who went on to become New public information and markets. Wall
crackerjack marketing, and financial York state’s first female superintendent of Street profits on opacity; the job of the fi-
soundness,” wrote Alan Abelson, Barron’s banks, was lionized upon her 2013 death, nancial press is to shed light into the murk,
celebrated columnist and editor. by which time workplaces across the giving “the thoughtful investor” a chance
The founders stepped away from active country had done more to improve their “to budge the world of wealth,” as he put it.
deur,” as Barron’s wrote in 1923, doesn’t management in the late ’70s, and some big record on hiring and promoting women As Barron’s embarks on its second cen-
always accompany industrial genius. names followed, including Carly Fiorina. and people of color. tury, the U.S. economy shows little signs
She pulled off the 1999 merger with Com- of slowing. It’s impossible to minimize the
* * * * * paq that made H-P the No. 1 PC pro- * * * * * pandemic’s damage, with 800,000 U.S.
This magazine has rarely reviewed mov- ducer—and cost her the job. In finance, the capital managed by retail deaths and Omicron causing new waves of
ies, but Fantasia—Disney’s feature-length Many mergers and acquisitions later, investors is known as dumb money. That’s cases. Yet, the economy seems to be shrug-
1940 cartoon starring a famous mouse— HP Inc. is the legal descendant of the Palo opposed to the smart money of large finan- ging it off, with today’s business leaders
caught our attention. Alto start-up. And the work begun in that cial institutions, whose resources and in- and workers finding a way to keep things
The “greatest change in the motion garage helped turn an analog world digital. fluence enable greater returns. running. The economy churns on. B
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
18

People in line at a

in Washington, D.C.
Covid-19 testing site
BARRON’S
December 27, 2021
December 27, 2021 BARRON’S 19

OPTIMISTIC STORY BY
NICHOLAS
JASINSKI

DESPITE T
he Omicron variant of the coronavirus has
rapidly become the dominant strain in the U.S.
and abroad, and has helped to push daily new
cases to pandemic records in several states and
countries. The stock market has taken an emo-
tionless view of it all, with a hardly interrupted
Santa Claus rally that pushed the S&P 500
index to an all-time high close on Thursday.
This isn’t March 2020, when Covid began
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

spreading through the U.S., and the outlook for


markets won’t resemble that “sell first, ask questions
later” episode. Federal Reserve policy and the path of
corporate earnings will determine stock performance
in 2022, not the latest chapter in the Covid-19 pan-
demic. Investors shouldn’t panic.
Early observations from South Africa and the United

OMICRON
Kingdom suggest that although the Omicron variant is
use only. Do not edit or alter. Reproductions not permitted.

more transmissible than earlier strains, it doesn’t ap-


pear to be sending as many infected people to the hospi-
tal with severe cases. Other data suggest that’s espe-
cially true for those who have completed their initial
doses and boosters of mRNA-based vaccines.
For stock investors, daily new case counts matter
to the extent that they spur governments to impose
economically harmful restrictions on movement and
in-person activities, which in turn hurt corporate earn-
ings. But if Omicron cases grow rapidly without a pro-
portionate jump in hospitalizations and deaths, then the
early 2020-style shutdown scenarios should be avoided.
The Food and Drug Administration’s emergency–
use authorization this past week of highly effective oral
treatments for Covid-19 from Pfizer (ticker: PFE) and
Merck (MRK) are further reasons for optimism that
Omicron won’t be as deadly as prior waves.
Nonetheless, Omicron may still inspire changes
in consumer and business behavior without official
non-commercial

restrictions. Travel plans, large events, in-person shop-


Images

The S&P 500 closed the week at another record,


ping, and holiday family gatherings are being canceled
or postponed. That will show up in monthly economic
Ugarte/AFP/Getty

data and may be felt by airlines, retailers, and other

despite soaring Covid cases. Why investors are affected industries.


But investors shouldn’t overreact by selling out
personal

of those stocks, either. Each wave of the pandemic

brushing off the pandemic’s latest wave has brought temporary disruptions for the most in-
Pedro

person businesses, followed by a rapid recovery


For
20 BARRON’S December 27, 2021

on the other side. Different This Time school closures in particular will keep
“One lesson of the past two years many parents from fully returning to
The S&P 500 index tumbled early in the pandemic, but investors
is that the rebound is very, very pow- the workforce because they have their
have had a far more muted reaction to the Omicron variant.
erful and quick,” says Charles Lem- children back at home.”
onides, chief investment officer of the 5% 5% The U.S. labor-force participation
New York–based hedge fund Value- rate remained nearly two percentage
Works. “These companies have al- 0 0 points below its prepandemic levels
ready shown more than once that in November, with an unemployment
-5 -5
they’re going to survive.” March 11: rate of 4.2% and millions more job
And the recovery on the other side -10 WHO -10 Nov. 26: WHO openings than workers looking for
declares classifies Omicron as
can be potent. “Another lesson is that pandemic a “variant of concern”
employment. Omicron probably will
stuff doesn’t simply come back to the -15 -15 delay a further labor-market recovery
base level. Pent-up demand just -20 -20 for a month or two, and could add to
torques the upside to overshoot the wage inflation in the meantime.
base level,” Lemonides says. “I think -25 -25 Companies across industries have
it’s silly to shy away from these com- cited difficulties finding workers in
-30 -30
panies today because you think they’ll recent quarters, and many have had
trade lower if we go into the most neg- -35 -35 to boost wages to fill positions.
ative lockdown scenario, because Omicron could also add to the
Feb. 3, 2020 Mar. 31 Nov. 24, 2021 Dec. 22
you’ll miss that bounce.” near-term inflationary pressures
Shares of potentially affected com- Sources: FactSet; WHO caused by overloaded supply chains
panies, including United Airlines across the globe, according to Jake
Holdings (UAL), Carnival (CCL), Schurmeier, a portfolio manager at
Hilton Worldwide Holdings (HLT), earnings growth from the S&P 500 multiples, regardless of Omicron. (For Harbor Capital Advisors.
Live Nation Entertainment (LYV), for the fourth quarter. If recent pat- more, see Barron’s Dec. 20 Outlook Infections among workers at ports
and Cinemark Holdings (CNK), have terns hold, the numbers could come issue.) and other transportation infrastruc-
already retraced most if not all of their in a good bit higher, boosting markets The U.S. central bank is in the pro- ture have limited capacity throughout
losses since Omicron began to make in the process. The banks informally cess of winding down its monthly asset the pandemic. Plus, consumers who
headlines in the last week of November. kick off fourth-quarter earnings sea- purchases—it is on track to finish by have to stay home could continue their
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

The same goes for oil and several other son in a few weeks, with JPMorgan March—and officials have penciled elevated spending on goods relative
commodities whose prices were whip- Chase (JPM), Wells Fargo (WFC), in three quarter-point interest-rate to services, further straining supply
sawed in recent weeks. Those assets and Citigroup (C) scheduled to report increases for 2022. Monetary policy chains. Those forces could push up
will remain sensitive to daily headlines on Jan. 14. The numbers will also help is set to get tighter, reflecting the Fed’s costs and prices as a result, accelerat-
about the variant—especially during investors quantify one month of Omi- greater focus on getting decades-high ing inflation in the next few months.
the low trading-volume days around cron impact, with management teams inflation under control. To be sure, “At the margin, more goods con-
the holidays—but investors with a time able to offer additional insights on Omicron could still have an influence sumption and lower labor-force par-
horizon beyond a few months should earnings calls. on officials’ thinking. ticipation is likely to provide a modest
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

look past the current wave. But most important for stocks and “The labor-market recovery is boost to inflation in the near term,”
A new batch of earnings reports bonds will be shifting Federal Reserve likely to be impacted by the Omicron says Schurmeier, who was previously
could help investors refocus their at- policy. The higher target interest rates variant,” says Edward Moya, senior the head of Treasury market analysis
tention away from Omicron, as well. expected next year will drag down market analyst, the Americas, at cur- within the markets group at the Fed-
Analysts are currently forecasting 21% bond prices and put pressure on stock rency brokerage Oanda. “I think the eral Reserve Bank of New York. “But

Retailers Are More Agile With Volatility


The coronavirus Omicrom variant posed ior, says Jefferies analyst Stephanie Wissink.
challenges for retailers during the run-up “The larger companies with big profit pools
to the holidays, but the outlook for the next are best suited to react,” she says.
few months is strong, analysts say. Consumers may head into 2022 with some
Shoppers started early, but spending didn’t fears about inflation and concern about the
pick up as much as anticipated in November, availability of products, but demand remains
and the Saturday before Christmas produced steady. Stocks that are best positioned if con-
far less foot traffic at stores than Black Friday— sumers spend more time at home waiting for
up 19.4%, compared with 47.5%, according to Omicrom to pass are drugstores, grocers, and
Sensormatic Solutions. Investors will get the home-goods suppliers like Walmart (ticker:

Jae C Hong/AP/Shutterstock
next read on consumer spending on Jan. 14, WMT), Costco Wholesale (COST), Target
when December retail sales are released. (TGT) and BJ’s Wholesale Club Holdings
Retailers are more agile than they were two (BJ), Wissink says. Next year could be the
years ago, and have evolved their processes to year of fashion catch-up, which would boost
deal with abrupt changes in consumer behav- Macy’s (M) and Kohl’s (KSS). —Logan Moore
December 27, 2021 BARRON’S 21

Omicron’s
we still expect inflation to peak in the on Nov. 21, the Sunday before Thanksgiving, than two million people passing through air-
first quarter [of 2022], and we don’t right after Omicron was discovered, accord- port security checkpoints on Monday, the fifth
expect Omicron to meaningfully affect ing to data from the Metropolitan Transpor- straight day of such traffic, according to
the trajectory.” tation Authority. It had fallen to 59% of its Transportation Security Administration data.
Overall, Omicron’s potential
inflation-boosting impact marginally
increases the risk of a more hawkish
Economic 2019 level on Dec. 19.
Across the country, the number of
people dining in-person at restaurants
And the new movie Spider-Man: No Way Home
brought in $260 million at the box office last
weekend—the second-highest-grossing debut
Fed. The devil will lie in the details
from now to the Federal Open Market
Committee’s next meetings in late Janu-
Hit Will Be dropped 13% this past week from the same
week in 2019, according to data from the
reservations-booking website OpenTable.
ever, despite the uptick in cases.
The continued strength of some services
spending “doesn’t mean we’re out of the

Short-Lived
ary and mid March. By the March Over the week that ended on Thanksgiving, woods, and it doesn’t mean we won’t see any
meeting, there will be an abundance those rates were even with 2019 levels. impact,” Rosener says. “But it does fit with
of real-world data on the Omicron vari- “Sadly, the economy seemed poised to nor- this general picture that while the shape of
ant, three more months of employment malize,” Constance Hunter, the chief econo- the impact on activity from each wave of
and inflation readings, and a plethora mist with KPMG, wrote in an email to Bar- Covid has looked about the same, the mag-
of anecdotal information about Omi- ron’s. “But Omicron is going to hold us back.” nitude of the effect has tended to grow
cron’s effect on the economy. Cities and service jobs are suffering as Because the Covid surge is centered in big smaller over time.”
“It’s very difficult to say what the the virus spreads, but other parts of the cities, which generate more economic activ-

L
economic effects would be,” Fed U.S. economy are thriving. That bodes ity, the ripple effects on the broader econ- ittle is certain about Omicron’s future
Chairman Jerome Powell said at his omy could be more pronounced in the short path, including how long the current
post–Federal Open Market Committee
well for future growth. term. While this summer’s Delta wave of the surge might last. And there are still
meeting news conference on Dec. 15. coronavirus reduced growth by one or 1.5 significant risks of a bigger economic
“I do think wave upon wave, people percentage points, the Omicron wave could impact if it drags on or becomes more severe.
are learning to live with this….It By MEGAN CASSELLA have roughly a two-to-three percentage- The highly contagious nature of the virus

T
doesn’t mean it won’t have an eco- point impact on growth in the first quarter, could overwhelm the U.S. healthcare system,
nomic effect; Delta had an effect of he Omicron variant has driven said Scott Ruesterholz, a portfolio manager for example. Heightened fear of the virus
slowing down hiring.…I just think Covid-19 cases to record highs at Insight Investment. alone could keep workers on the sidelines
at this point, we don’t know much.” in the past few weeks in cities But other areas of the economy continue and stall the labor-market recovery, even in
What is certain is that Covid-19 is across the U.S., upending holiday to thrive, and those strong underlying fun- the absence of mandated shutdowns. And
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

no longer the destructive black swan travel plans and driving workers damentals could minimize the effects of any impacts on labor supply, in combination
event for markets that it was in 2020. out of offices and shoppers out Omicron, economists say. with a potential spike in demand for goods
A bad quarter may be in store for the of stores. Consumers, for example, remain opti- as consumers shift away from services
most in-person-sensitive businesses, But while some aspects of the economy mistic about where the economy is headed, spending, could also push inflation higher.
but it won’t be enough to alter their are registering a hit—showing a drop in con- even as Covid cases climb. The Consumer “The truth is, we just don’t know yet,”
long-term prospects. A temporary sumer demand or shutting down due to a Confidence Index increased in December, says Megan Greene, a senior fellow at Har-
boost to existing inflationary pres- shortage of workers—others are shrugging The Conference Board reported on vard’s Kennedy School and chief economist
sures could spur the Fed to tighten off Omicron as barely more than a blip on the Wednesday, as did the Expectations Index, at the Kroll Institute, a corporate investiga-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

marginally more forcefully, but the radar. The mixed picture suggests that while which reflects the short-term outlook for tions and risk-consulting firm.
direction of monetary policy in 2022 the virus will almost certainly exert a drag income, business, and labor-market condi- But one outcome is clear in the short
remains the same. And that’s likely on economic growth in the near term, any tions. Concerns specifically about Covid term, regardless of where the virus heads
to mean more to investors than what broader impacts are likely to be short-lived. also declined. next. “Even while we just have uncertainty,”
we all hope is one last Covid wave. B “Big picture, our medium-term views Air-travel trends look healthy, with more Greene says, “that’s a drag on growth.” B
on the economic outlook really haven’t
changed,” says Robert Rosener, senior U.S.
economist with Morgan Stanley. “But this Feelin' Groovy
2022 Dates to Watch is about probably a more substantial near- Consumer confidence increased in December, and November's
term shift in the pattern of activity.” reading was revised upward, The Conference Board said.
1/7 December Jobs Report Particularly in big cities and highly pop-
1/12 December Consumer Price Index 140
ulated areas where Omicron has been
1/13 December Producer Price Index
spreading the fastest, the slowdowns in
1/14 December Retail Sales 120
activity for in-person services are already
1/14 Q4 Earnings Season Kicks Off
clear. Employees working at service-sector Consumer Confidence Index
1/25-1/26 FOMC Meeting 100
1/28 December PCE Price Index
businesses in New York, for example, saw
2/4 January Jobs Report
a nearly 23% drop in average weekly hours
80
2/10 January Consumer Price Index worked between November and December,
2/15 January Producer Price Index from 28.2 to 21.8 hours, according to data
60
2/16 January Retail Sales from payroll processor Gusto. Over the
2/25 January PCE Price Index same time period last year, average weekly
40
3/4 February Jobs Report hours increased by nearly 18% in the run-
3/10 February Consumer Price Index up to the winter holidays, Gusto said.
20
3/15 February Producer Price Index The number of riders taking the New
3/15-3/16 FOMC Meeting York City subway has also been falling com-
0
3/16 February Retail Sales pared with prepandemic levels since late
3/31 February PCE Price Index November, when news of Omicron first sur- 2007 '10 '15 '20
Source: The Conference Board
faced. Ridership was at 74% of its 2019 level
22 BARRON’S December 27, 2021

A Steady Hand
In the FDA’s
Vaccines Push
Dr. Peter Marks has piloted the approval of Covid-19
vaccines and boosters—just in time for Omicron

By JOSH NATHAN-KAZIS

D
r. Peter Marks was born in Brooklyn, N.Y.,
a borough not known for its mariners, but
somewhere along the way to becoming a top
pharmaceutical regulator at the Food and Drug
Administration, he developed a taste for boats.
Marks now owns one, a 37-year-old Danish-
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

built sloop named Linnea that he calls a “proj-


ect boat.” He has been fixing it up for years, and sails it out
in the shallow waters of the Chesapeake Bay. “It’s not really
perfect for the Chesapeake because it’s got a very deep keel,
but it is what it is,” he says.
Marks says that sailing is “freeing,” but when he goes
out in Linnea, he’s always considering what could go
wrong. “I am very careful about my risk-benefit decisions,”
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

he says. “I did not make them well when I started sailing


30 years ago, and once or twice I got caught in very, very
bad weather doing very stupid things.”
In his day job at the FDA, where he wields enormous
authority over the approval of Covid-19 vaccines and boost-
ers, Marks weighs costs and benefits, too. There, the impli-
cations of his decisions go well beyond the well-being of
Linnea and its crew.
The pandemic has put the FDA under extraordinary
pressure. Marks’ work over the past four months, of
steadily expanding the authorization of vaccine booster
doses, has accounted for some of the most high-profile,
and controversial, FDA decisions in recent memory.
Now, the Omicron wave is presenting what may be the
biggest challenge of the pandemic yet. As cases mount, it’s
beginning to appear that without boosters, even the Pfizer
(ticker: PFE) and Moderna (MRNA) vaccines provide min-
imal protection against infection by the variant.
Marks guided the booster authorization process, stand-
ing between a White House that seemed ready to leapfrog
the regulatory process, and some within the FDA who took
a hard line against boosters. Now, Marks looks prescient.
“Every decision he makes is unprecedented,” says Dr. H.
Cody Meissner, a professor of pediatrics at the Tufts Univer-
“I don’t feel any kind of undue political influence to
sity School of Medicine who is often a dissenting voice on the
FDA’s vaccines advisory committee. “He listens to everyone.
do anything,” says Dr. Peter Marks, a top regulator
Illustration by RYAN MELGAR
at the Food and Drug Administration.
December 27, 2021 BARRON’S 23

Sometimes there are quite divergent Omicron variant in December, it be-


opinions. And yet he thinks it through, “Every decision [Marks] makes is unprece- gan to appear that Marks had made
he’s very respectful. He’s the sort of the right call. Two doses may not be
person I think anybody would want in dented,” says Dr. H. Cody Meissner, a pro- enough to offer protection against
this very, very difficult situation.” infection from Omicron, and the head
Marks, who is 58, is perhaps best fessor of pediatrics who is often a dissenting start on the booster campaign will
known for proposing and naming hopefully cushion Omicron’s blow.
Operation Warp Speed under Presi- voice on the FDA’s vaccines advisory panel. Important questions remain, how-
dent Trump. Since 2016, he has been ever, chiefly: What, actually, is the
director of the Center for Biologics point of Covid-19 vaccines? Is the pub-
Evaluation and Research, the division lic health goal to protect against severe
within the FDA that regulates the disease, or to prevent all infections?
most complex pharmaceuticals. And Early data from Israel suggested not boosts for vaccinated people. In

M
since September, he has also been that protection from the first two September, before Krause and Gruber arks, speaking before Omi-
running the office within CBER that doses of Pfizer’s Covid-19 shot was had officially left the agency, Marks cron had fully arrived in the
reviews new vaccines before they waning faster than expected, though took on the role of acting director of U.S., said that he thinks the
come to market. data on the efficacy of a third dose the vaccines office. vaccine campaign should
That’s an unusual concentration of remained scant, and the World Health Some outside observers have ar- seek to protect Americans against
federal regulatory power, particularly Organization had already come out gued that Marks’ decision to maintain moderate disease, and not just severe
during a pandemic when vaccines strongly against boosting. control of the vaccines office himself illness, because of the threat of “long
play an essential role. What’s more, When boosters would be autho- could undermine public confidence in Covid,” a term used to describe the
his boss, FDA acting commissioner rized had, by the late summer, become the process. They make the case that still-developing science around people
Dr. Janet Woodcock, has effectively perhaps the most-asked public health Marks’ taking day-to-day control of who suffer long-term effects from
been a lame duck for months. question in the U.S. As the debate un- the vaccines office threatens the notion Covid-19 infections.
All of this has made Marks one of furled, attention turned toward Marks. that reviews are proceeding as normal Vaccinated people can still get long
the most important people at the FDA. “I don’t feel any kind of undue po- at the FDA, despite the extraordinary Covid, Marks says. “I know because I
That has translated to an enormous litical influence to do anything,” he circumstances of the pandemic. Marks have friends who have had it, and that’s
amount of attention on his work, says. During the Trump administra- himself isn’t a vaccine expert by train- not a good thing,” he says. “I just think
which doesn’t appear to have made his tion, he says he didn’t get pressure to ing, but rather a hematologist and about it for me. What if I decided not to
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

job easier. “I get incoming from just come to a specific decision, but he got medical oncologist with a graduate get boosted and then I got Covid, maybe
about every source,” Marks says. a lot of calls: “‘Is it soup yet, is it soup degree in cell and molecular biology. it would be a mild case, just had fever,
In late August, as the Delta wave yet, is it soup yet—by the way, is it In this moment when these vital wasn’t able to work for a couple days,
in the U.S. was nearing its peak, Biden soup yet?’ Whereas there’s a little bit vaccines are under review, the public had to isolate. But then I had brain fog.
took the lectern in the East Room of less of that now.” might ask, shouldn’t a vaccines expert That would not be so good, OK?”
the White House to promise that be running the vaccines office? Maintaining protection against

S
Covid-19 booster shots would be avail- till, Biden’s announcement ap- “Yes, I’m not a card-carrying infec- moderate disease, however, may re-
able for all Americans beginning in peared to have complicated the tious disease doctor, but the concepts quire more than just three jabs. So far,
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

the week of Sept. 20. FDA’s job. “This is a great exam- necessary here to deal with this are it appears as though the neutralizing
One person surprised by the ple of maybe getting out too far pretty familiar,” Marks says. “Having antibody responses induced by the
announcement was Marks. “I didn’t over your skis with good intentions,” been dealing with these issues for messenger RNA vaccines, which are
know they were going to come up Marks says. nearly 10 years at [CBER], it’s not like thought to play a vital role in prevent-
with an exact date like that,” Marks Marks says he understands the it’s—I guess it’s not my first rodeo.” ing infection, don’t seem to last.
acknowledges, speaking in early De- situation the White House was in. Not “I spend, you know, somewhere “If the goal is to try to prevent even
cember. only was the data from Israel on wan- between six and eight hours on vac- mild illness, then realize that when
Drugs and vaccines go through an ing immunity alarming, but also Delta cines, and six and eight hours on you boost neutralizing antibodies,
extensive process before they can be was spreading fast in the U.S. “I think other stuff” each day, he adds. “The they will fade over time,” says the
prescribed in the U.S. A speech by the there was a fair amount of concern pandemic workday is not your normal vaccines expert Dr. Paul Offit. “What
president isn’t a part of that process, and they wanted to try to do the right calendar workday.” period of time is to be determined.”
nor is a news release like the one that thing,” he says. “So I think it was very At the first meeting of the FDA’s Public health officials need to be more
accompanied the speech, signed by well intentioned, but maybe not exe- advisory committee on vaccines, held clear about the long-term plan, he
top political appointees in the govern- cuted as elegantly as it could be.” on Sept. 17, just days before Biden’s says: “The question then becomes
ment’s public health apparatus, in- Still, the appearance of political deadline, its members slapped down what kind of time are we buying with
cluding the acting FDA commissioner pressure caused ripples inside of the president’s plan, voting overwhelm- a booster dose? Is it three months? Is
and the director of the Centers for CBER. Just days after the White ingly against authorizing Pfizer’s it six months? Is it a year? I think we
Disease Control and Prevention. House address, news came that the booster for everyone ages 16 and up. just need to make it clear to the Amer-
Marks is a civil servant, not a politi- two longtime heads of the vaccines After their vote, Marks and his FDA ican public that if that’s the case, this
cal appointee. At the time that Biden office within CBER, Dr. Marion Gru- colleagues proposed a second vote, this won’t be the last dose.”
spoke, Marks and the scientists who ber and Dr. Philip Krause, would one on only a booster for adults ages 65 Vaccine manufacturers are already
worked for him had yet to determine retire from the agency. The two soon and up. That vote passed. counting on a continuing booster mar-
whether Covid boosters were even nec- went public with their opposition to Over the subsequent months, the ket, and are pushing for an annual
essary. The outside experts convened boosters, signing on to an article in the booster rollout was steadily expanded, boosting schedule. In the end, it will
by Marks had yet to hold their public medical journal The Lancet in Septem- usually following an additional meet- be in no small part up to Marks to
meeting to discuss the booster rollout. ber that argued, among other things, ing of the advisory committee, though make the call. “I would be a liar if I
What’s more, the scientific consensus that the limited global supply of vac- not always. didn’t say it has been an interesting
on boosters was far from settled. cine should be used on primary doses, As early data came back on the few years,” Marks says. B
24 BARRON’S December 27, 2021

FUND PROFILE Talking With Benjamin Nahum


Lead Manager, Neuberger Berman Intrinsic Value

Dodging
Value
Traps
By LEWIS BRAHAM

F
or value managers, there’s nothing worse than
a “value trap”—when a cheap stock continues
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

to fall and thus stays cheap indefinitely. Many


managers won’t invest unless they find a cata-
lyst that can drive the stock higher.
Benjamin Nahum, 63, is one of the few who
doesn’t just find catalysts; he also creates them
himself.
The lead manager of the $1.2 billion Neuberger Ber-
man Intrinsic Value fund (ticker: NINAX) will engage
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

companies in proxy fights if they are poorly run. Alterna-


tively, if companies are well run but need some help, he’ll
provide private injections of capital for them to shore up
their balance sheets. The strategy works. The fund’s 10-
year annualized return of 14.1% beats Morningstar’s
Small Blend fund category’s 12.2%, and the fund has
beaten 97% of its category peers in the past five years.
Its 1.37% expense ratio is slightly above the category’s
1.27% average, but its 5.75% load is waived at brokers
such as Charles Schwab and Fidelity.
Having graduated from Brooklyn Law School, Na-
hum began working at a brokerage called MKI Securi-
ties in 1983, first as a compliance officer and then a
merger and spinoff analyst. Such corporate events are
a primary catalyst for value investors, as the acquirer in
a deal recognizes the hidden value in a company and is
willing to pay more than its current stock price to buy it.
Nahum’s skills caught the eye of a value-focused
investment firm called David J. Greene & Co. “I had
a set of common interests with David J. Greene, as they
were a well-known, catalyst-driven firm with a history
of investing in companies that might break up or were
attractive acquisition targets,” he says.
Nahum joined David J. Greene in 1991, and in 1997
started managing a private small-cap strategy for the
firm’s clients called the DJG Small Cap Value fund.

Photograph by ALFONSO DURAN


December 27, 2021 BARRON’S 25

Neuberger Berman acquired David J. kept in storage,” Nahum says. “This capital
Greene in 2008 and converted Nahum’s will give Quantum more time to roll out their
private strategy into the mutual fund’s leading-edge data products.”
institutional share class (NINLX) in 2010. In Babcock & Wilcox’s case, due to the
His team running the strategy has re- fund’s capital injection, it “has the ability to
mained intact, and includes co-managers
James McAree, who joined Greene in 2005,
and Amit Solomon, who joined in 2002.
help its traditional boiler company
customers—utilities and power generators—
roll out the next generation of carbon cap-
Supply,
According to Neuberger’s data, since ture technology,” Nahum says. It “can be-
January 2009 through the present, 84 port-
folio companies in the fund have been ac-
quired with an average acquisition premium
come much greener now that it has far less
debt and can roll out some of its new prod-
ucts over the course of the next two years.”
unchained.
of 35%. But this catalyst is only one of sev- One thing that differentiates this fund
eral in Nahum’s arsenal; he has found other from the typical small-value portfolio is its We’ve made millions of parts for
ways to escape value traps. “There are two hefty tech stock weighting, at 34% as of Sept.
sources of challenge with value traps,” he 30. Nahum likes “interrupted growth” or thousands of companies like Rawlings,
says. “The first is that the [company’s] “return-to-growth” plays in the sector. He
board and the management don’t see, says tech and growth stock investors in gen- Colgate-Palmolive, and Aptiv.
or they’re not reacting fast enough to, the eral have a “binary” view of the world. “In
changes that are happening in their indus- many cases, there’s no intermediate ground
try. The other is that there’s too much debt. [for investors] in the small-cap growth com- Our Cloud Manufacturing Platform™
And even though the company has the right pany that’s now out of favor,” he says. “We
set of products and a vision, many times the try to identify out-of-favor ones that have combines software and a network
balance sheet is working against them.” strong balance sheets and entrepreneurial,
Adding new equity to a company’s bal- innovative management teams, and see what of microfactories.
ance sheet can help it pay down debt with is the possibility of the phoenix rising again.”
the capital it raises. In early 2021, Nahum Nahum is particularly fond of complex
and McAree helped secure secondary stock tech companies with multiple business lines It makes it possible for everyone
offerings for debt-laden data-management that the average investor might have trouble
to optimize designs, store parts in our
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

firm Quantum (QMCO) as well as Babcock analyzing. One recent favorite is online ad
& Wilcox Enterprises (BW), a renewable- company Criteo (CRTO). The stock got as
power technology and boiler manufacturer. high as $55 a share in 2017, but as regulators virtual warehouse, and produce them more
“Quantum is a leading company in and major companies began to scrutinize flexibly, efficiently, and sustainably.
unstructured data-management software,” advertisers’ use of third-party cookies,
McAree says. Such data are difficult to cat- which Criteo and others used to track con-
egorize and store in the typical database or sumers, the stock began to fall. It reached a
spreadsheet. “Video files, surveillance files, five-year low of $6.21 during the pandemic Empowering the world to design
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

all kinds of [unstructured data files] are crisis in March 2020, not long after Google,
growing dramatically, and they need to be Apple (AAPL), and Firefox said they would
and make what it needs,
block third-party cookies on their browsers. when and where it’s needed.
By the time Criteo stock had surged to $13
Neuberger Berman Intrinsic Value by the end of August 2020, Nahum had al-
Total Return ready nearly doubled his weighting in the
1-Yr 5-Yr 10-Yr company. “The question is, could they rein-
NINAX 22.5% 13.8% 14.1% vent themselves if there were more-stringent
Russell 2000 Value Index 22.9 7.5 11.5 regulations around privacy?” he says. “We
decided that they had both the technology
Top 10 Holdings and the ability to navigate a world where
Company / Ticker % of Portfolio
cookies were going to be regulated away.”
Crown Holdings / CCK 2.8%
Nahum saw that Criteo was developing
Criteo / CRTO 2.8 a new line of ad business without cookies
Unisys / UIS 2.2 and with strong cash-flow growth. The
Avery Dennison / AVY 2.2 company also had a lot of cash on its
Resideo Technologies / REZI 2.2
balance sheet—$7 per share. Moreover,
competitors with less cookie exposure, like
International Game Technology / IGT 2.2
LiveRamp (RAMP), are trading at several
MaCom Technology Solutions times Criteo’s valuation. The market has
2.0
Holdings / MTSI
begun to catch on to this disparity: Criteo’s
Charles River Laboratories
International / CRL
2.0 stock now trades around $38.
Of course, emerging from a value trap
Ciena / CIEN 1.9
doesn’t always happen overnight. While
Xperi Holding / XPER 1.8 Babcock & Wilcox is up almost 140% in
Total 22.1% 2021, Quantum is down 19%. But Nahum’s
Note: Holdings as of Sept. 30. Returns through Dec. 20;
five- and 10-year returns are annualized.
bets usually pay off eventually, even if
Sources: Bloomberg; Neuberger Berman sometimes they need a little nudge. B
26 BARRON’S December 27, 2021

F UN DS
For more exchange-traded fund coverage
and all of the latest investing strategies,
see Barrons.com.

The Year in ETFs:


contracts, investors were undeterred: ESG, mandates, didn’t slow down in
The first, ProShares Bitcoin Strategy 2021. Companies and investors are
ETF (ticker: BITO) attracted $1.2 bil- increasingly realizing the financial
lion new assets within just three days risks of poor employee management,

Active Management,
after launch. The first-mover advan- a lack of diverse leadership, and nega-
tage clearly matters here: Two others tive environmental impact.
have since launched, but have only $73 According to Morningstar, funds
million in assets combined. with sustainability mandates stated in

ESG, and Crypto


One of the biggest successes of 2020 their prospectuses attracted $68 billion
saw one of the biggest reversals this of new assets in the first 11 months of
year. The innovation-focused ETFs 2021. That’s significantly higher than
from Cathie Wood’s ARK Invest were the $51 billion net flows in 2020, which
the top performers last year, with an was more than double the total for
average return of more than 150%. But 2019 and nearly 10 times more than

W
the funds have struggled since peaking in 2018. The pace of adoption might
e’re closing two-thirds are actively managed, in- in February and lost much of those speed up even more, as ESG funds
out another cluding some from mutual fund giants gains, as rising inflation makes the may become an option in many peo-
banner year that sat out the first wave of the ETF future cash flow of the growth compa- ple’s 401(k) retirement plans next year.
for the fund boom, such as T. Rowe Price, Capital nies that ARK owns less valuable to- The growth of ESG funds mani-
industry, Group, and American Century. day. Five of ARK’s six actively managed fested not only in the record number
which has The rise of meme stocks have led ETFs are in negative territory for the of new products and investor assets,
seen record to new funds that pick stocks based year. Last year’s best performer is this but also in the different strategies
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

asset flows, first-of-a-kind products, on social-media sentiment or high year’s worst—ARK Genomic Revolu- emerging. Some funds, for example,
and a growing interest in actively short interest, while others aim to tion (ARKG) has tumbled 31%. directly offset the carbon emissions
managed and sustainability-focused By Evie Liu benefit from emerging trends like the Meanwhile, as supply-chain dis- their portfolio companies are respon-
strategies. metaverse and nonfungible tokens. ruptions hit, the $56 million Break- sible for by investing in projects that
Exchange-traded funds continued Most notably, investors embraced wave Dry Bulk Shipping ETF prevent the release of, reduce, or
their momentum, gathering more than the first Bitcoin-linked ETFs. This (BDRY), which tracks the charter rate remove greenhouse-gas emissions.
$900 billion of new money with two marks cryptocurrencies’ admission for dry bulk shipping, surged 246% Another new effort: Engine No. 1
weeks left in the year, crushing last into mainstream portfolio manage- year to date to become the best per- Transform 500 (VOTE), launched
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

year’s record of $500 billion in net ment, and allows investors to have former this year. As commodity prices in the summer, has a portfolio closely
inflows. Nearly 450 new ETFs were a stake in Bitcoin alongside their rose, funds investing in energy compa- resembling the S&P 500 index, but
launched this past year, which also set stocks and bonds, without the hassle nies and miners have also been some stands out in its explicit mandate to
a record and marked the second con- of managing digital wallets and keys. of the biggest winners this year. push for ESG changes at the compa-
secutive year that more new ETFs Although U.S. regulators only allowed The boom in funds with environ- nies it owns. The fund’s sponsor, ac-
were launched than mutual funds. for ETFs that track Bitcoin’s futures mental, social, and governance, or tivist asset manager Engine No. 1., had
The ETF industry has grown to successfully won three board seats at
$7 trillion—still smaller than the $20 Exxon Mobil (XOM) in a proxy fight
trillion in mutual funds, but the catch- Record Demand in an effort to help the oil giant pivot
up seems inevitable. This year, we saw ETFs had yet another banner year, adding over $900 billion new assets in 2021. to cleaner energy. The firm is advocat-
the first-ever conversion from mutual ing a new way of ESG investing: In-
Annual asset net flows
fund to ETF—first from Guinness stead of divesting from the “bad play-
$900 bil
Atkinson and Dimensional Fund ers,” own their shares and make a
Advisors, followed by JPMorgan 800 difference through shareholder rights.
and Franklin Templeton announcing KraneShares Global Carbon
700
similar plans for 2022. (KRBN) invests in futures contracts
Yet in at least one way, the ETF 600 of carbon credits, which have become
industry is looking more and more tradable assets, as many countries and
500
like the mutual fund industry: It is regions limit how much carbon dioxide
embracing active management. The 400 companies can emit. Firms that exceed
combined forces of regulatory the threshold have to purchase extra
300
changes, a volatile market (which os- permits from those with leftover quota.
tensibly offers more opportunities for 200 Since the caps are set to shrink over
stockpickers to shine), and last year’s years, carbon prices are expected to go
100
exceptional success of ARK Invest’s up and eventually push companies to
Cathie Wood, have ushered in a new 0 pollute less. The KraneShares fund is
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021*
era of actively managed ETFs. Among one of the best-performing ETFs of
the 450 ETFs launched in 2021, nearly *Data as of Dec. 20 Sources: Morningstar, CFRA 2021, soaring 88% year to date. B
December 27, 2021 BARRON’S 27

T ECH T RADER
In February, Tech Trader warned investors about
15 pricey tech stocks. Since then, that basket of
stocks is down an average of 19%.

Confessions of a Tech
Maybe not for the risk-averse, but I still see the networking giant as a great
see long-term opportunity there. pick-and-shovel play on cloud com-
Then there are a few duds where I puting, expanded enterprise spending,
was more wrong than early. My March and the growth of networking overall.

Columnist—My Hits
15 column highlighted the newly public On several occasions this year, I
Korean e-commerce company warned readers about the risk of high-
Coupang (CPNG), which turned out to multiple growth stocks, and those
be a bad call. The stock is down 42%. warnings have proved prescient. My

And Misses in 2021


Investors have soured on Asian stocks Feb. 21 column included a list of 15 of
amid China’s crackdown on tech com- the most expensive tech stocks, all
panies. My May 17 column highlighted trading for more than 35 times 2021
online used-car dealers Carvana sales estimates. That group of stocks
(CVNA), Vroom (VRM), and Shift has fallen an average of 19% since
Technologies (SFT). That was a terri- then, with six of them down more
ble idea—all three are substantially 50%, including Zoom Video Com-

W
ith the year 500. That’s the stock’s smallest gain lower, hurt by a shortage of used cars, munications (ZM), Coupa Software
drawing to a since 2016, but it follows a 67% run in among other things. The June 28 col- (COUP), Fiverr International
close, the 2020, when Covid turned streaming umn had a wrongheadedly bullish item (FVRR), Appian (APPN), Lemonade
time has video into the world’s most popular about Just East Takeaway.com (LMND), and C3.ai (AI).
come to take pastime. Netflix is now an underap- (GRUB)—the food delivery stock is Finally, a confession: I didn’t write
credit for preciated juggernaut. By year end, down about 39% since, in part due to enough about semiconductors in the
Tech Netflix will have increased its sub- lost market share in the U.S. for its past 12 months, a fantastic period for
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Trader’s good calls, ’fess up to the scriber base by about a third since the Grubhub business. chip stocks. Both semi makers and the
misses, and most importantly, assess end of 2019, to more than 220 million Now for some big wins. In my Feb. related names in the semi-equipment
whether the advice still holds up. Let’s By Eric J. Savitz worldwide. It continues to produce 1 column, I made the case for both sector have been huge beneficiaries of
start with the whiffs. content in huge volume and variety— Apple (AAPL) and Microsoft the shortages that have plagued the
Throughout the year, I wrote bull- and often stunning quality. (I recom- (MSFT) shares. I hope you listened— tech business this year, but that’s only
ishly about Amazon.com (ticker: mend both Passing and The Power of Apple is up about 27% since then, and part of the story.
AMZN). In a Feb. 8 column, I said the Dog, which seem likely to scoop up Microsoft is up 34%. I remain bullish The chip industry produces the
investors were overthinking the CEO Oscar nominations.) I advise you to on both. In Apple’s case, 2022 is shap- building blocks for every tech
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

change, as AWS chief Andy Jassy took hold on—the story is as strong as ever. ing up to be a year of deafening buzz, trend—5G phones, electric and auto-
over for founder Jeff Bezos. I wrote at My Aug. 23 bull case for Palantir thanks to the iPhone 14, the potential mated vehicles, cloud computing, arti-
least three more bullish takes over the Technologies (PLTR) hasn’t worked launch of a virtual- and augmented- ficial intelligence, cryptocurrency, the
course of the year. But Amazon is up out, so far—the stock has dropped reality headset, and maybe even an Internet of Things, virtual reality, and,
just 5% year to date, underperforming about 25%. I’m still intrigued by Palan- Apple car. As for Microsoft, it’s a pre- yes, even the metaverse. In last week’s
the S&P 500 by 20 percentage points. tir, but the company has serious cision software machine, generating column, I did cite portfolio managers
The stock has been hampered by a quirks. Some analysts are put off by a double-digit top-line growth with the who remain bullish on both chip and
slowdown in the growth of its flagship series of SPAC-related investments in Azure cloud business as the engine. equipment stocks, and I think they are
e-commerce arm as the world began some of its own customers, for in- Another stock I touched on repeat- dead on. In any case, I vow to pick up
to emerge from the worst of the pan- stance. Palantir is a speculative bet, but edly this year was Cisco Systems the pace on chips in 2022.
demic and shifted some spending the opportunity for adding actionable (CSCO). I first waxed bullish on Cisco Happy 2022. Here’s hoping it’s a
back to physical stores. analytics on top of large data sets will in late May. The stock is up about 18% little happier, and much healthier,
But Amazon always plays the long keep growing more or less forever. since then and 37% year to date. I still than 2021. B
game, willing to sacrifice near-term
profits for longer-term growth, and
investors need to think the same way
about the stock. Amazon’s cloud-com-
puting, logistics, and advertising busi-
nesses are all growing aggressively—
This column has been bullish on Amazon
AWS is now probably more important
to Amazon than its online store. While
throughout 2021, but the stock has dramat-
the bullish call wasn’t a huge winner
ically underperformed the market. It could
Oasisamuel/Dreamstime

last year, I think I’ll be right over time.


On this one, I’m just early.
I wrote three bullish columns about
Netflix (NFLX), which has been an
be a different story in 2022. The company
underachiever in 2021, up about 13%,
11 percentage points behind the S&P
thinks long-term—and so should investors.
28 BARRON’S December 27, 2021

I N C O M E I N V E STI N G
Losing some liquidity is a reasonable price to pay
for attractive yields and other benefits these
alternative asset classes can offer.

Bonds Not Producing


and the bank lending process, says Property Trust (STWD).
Brad Marshall, co-head of Blackstone Richard Daskin, head of RSD Advi-
Credit’s performing credit platform sors, recommends getting into these
and CEO of the Blackstone Private funds after a market downturn. “The

Income? The Answer


Credit fund, a private business devel- time to take on an illiquid investment
opment company, or BDC. That fund is when there isn’t a lot of liquidity,”
has attracted $12.6 billion in equity he says. “That way you’re being paid
and returned 11% since launching at rent for your liquidity.”

May Be Alternatives.
the start of the year. “By issuing a di- The funds may have very high
rect loan to the company, lenders end minimums and are often available
up holding on to more of the return only to wealthy people who qualify
and more yield is passed on to inves- as “accredited” or “qualified” investors
tors,” he explains. through a financial advisor. Investors
In its survey of capital market interested in these asset classes can

I
assumptions held by pension fund start by asking their financial advisors
nvestors who think of alter- By Amey Stone unload private holdings. managers, Horizon Actuarial Services what relationships they have in place.
natives as synonymous with Losing some liquidity is a reason- found that they expect asset classes Some use leverage and may include
hedge funds, risk, and vola- able price to pay for the attractive such as real estate, private debt, and extra tax complexity. Some private
tility had best think again— yields and other benefits these asset infrastructure to have a total-return funds can be included on a 1099 tax
especially if generating in- classes offer, including welcome diver- outlook that is similar to or better than form, but others may require the extra
come is a primary goal. The sification away from traditional stocks large-cap stocks over the next 10 years. work of filing a K-1. “Investors have to
truth, mainly known to high- (with high valuations) and bonds These investments benefit from the do their homework and understand
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

net-worth individuals and their finan- (with paltry yields and worrisome economic recovery and their status as the details of what they are buying,”
cial advisors, is that alternatives can interest-rate risk), says Michael Har- a “solid inflation hedge,” says Corso. says Sheldon.
fit well as part of a fixed-income allo- ris, director of the family office prac- John Bowman, executive vice presi-

P
cation. In fact, one of the best reasons tice at Verdence Capital Advisors. One dent of alts industry association ublicly traded mutual funds,
to turn to “alts” in the past year was major positive: Private debt is gener- CAIA, says the massive global infra- closed-end funds, or BDCs
for income. ally floating rate, so yields should re- structure gap makes infrastructure that invest in private credit,
Private credit—the most popular set higher if prevailing interest rates investments, sometimes done as part- real estate, and infrastructure
alternative-asset class for this climb as expected. Rising rates gener- nerships with municipalities, “the are available, but they may not be
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

purpose—private real estate, and ally lead to lower prices for bonds best-kept secret in the alternatives pure plays, or they may trade on
infrastructure funds have delivered issued with a fixed rate. buffet table.” equity exchanges, adding volatility.
yields in the 5% to 8% range in 2021, “In the traditional bond market That doesn’t mean they aren’t with- For example, the Blackstone
often with less risk and volatility right now, even high yield is not high out risk or complexity. While income- Secured Lending fund (BXSL) is
than their publicly traded counter- yield,” says Harris. Junk bonds yield oriented alts performed well in the a publicly traded BDC that holds
parts. “It depends on the strategy, in the 4% to 5% range. “It is high past 18 months, “in a risk-off environ- securities similar to those of Black-
but each of those three asset classes risk, but you’re not getting a whole ment, net asset values can decline over stone Private Credit. “Some investors
is able to produce income in that lot of return,” he adds. “That’s why a short period of time,” says Michael like BXSL for daily liquidity, but it is
range,” says Cliff Corso, chief invest- we had clients in private credit in Sheldon, chief investment officer at subject to volatility in equity markets”
ment officer of Advisors Asset Man- 2021, and going into 2022, we’re RDM Financial Group. “We often and may trade at a net asset value that
agement. “It is the liquidity you’re actively looking for more private limit a client’s alts position to about is above or below its book value, says
giving up and the illiquidity that credit managers that can bolster 5% of total assets.” He also tends to Joan Solotar, Blackstone’s global head
you’re getting paid extra for.” returns in portfolios.” favor offerings of some of the largest of private wealth solutions. “Others
In practice, that means many alter- Private credit tends to yield more firms with the biggest brand names, prefer the private option, where you
native funds that hold illiquid private than publicly traded debt mainly be- including Blackstone (ticker: BX), don’t have to worry about a premium
debt allow only quarterly withdraw- cause lenders bypass public markets Carlyle Group (CG), and Starwood or discount.”
als, and even those may be limited if Still, investors who don’t have
a lot of investors try to cash out at the access to higher-yielding private
same time. Interval funds, a structure Funds That Invest in Private Securities Can Offer Higher Yields funds might find the publicly traded
commonly used for illiquid asset options in some income-producing
classes, allow 5% of assets to be with- Fund / Ticker* Holdings Distribution Rate Liquidity asset classes worth considering, says
drawn each quarter, and if requests BlackRock Credit Strategies / CREDX Private and public debt 6.4% Quarterly Verdence’s Harris: “They add diversi-
exceed that amount, investors get Blackstone Private Credit / N/A Private credit 8.1 Quarterly fication to portfolios at a time when
their share prorated. That protects Blackstone Secured Lending / BXSL Private credit 6.7 Daily
stocks are at all-time highs and you’re
existing investors from the negative not getting much yield from fixed in-
KKR Real Estate Select Trust / KRSTX Private and public real estate 5.4 Quarterly
effect of a rush for the exits, which come. There’s really no better time to
could require the fund managers to Pimco Flexible Municipal Income / PMFLX Public and private munis 4.0** Quarterly have diversified strategies in your
raise cash far faster than they can * Some funds may only be available through certain financial advisors and have other restrictions. **Taxable equivalent distribution rate Source: company reports portfolio.” B
December 27, 2021 BARRON’S 29

INTRODU CING BAR RON ’S CELL AR

Always Drink
In The Know
You choose Barron’s for market insights and analysis. Now,
Barron’s Cellar presented by Laithwaites (the world’s No.1
home delivery wine specialist) will ensure you get insider
access to small-production wines of rare quality and value.

We’re presenting this exciting new service for Barron’s


readers with very special savings on 12 luxurious wines.
Yours today for just $10 a bottle.

This first collection saves you over $200 and includes


multi-gold Bordeaux, 93-point Italian Ripasso, a Napa-
rivaling Cabernet and more.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Plus, you’ll receive a bonus bottle of 92-point Châteauneuf


(worth $49.99) from the Boisson family’s historic estate.

Then look forward to an equally impressive dozen every


quarter—the smartest under-the-radar buys of the season—
with expert tasting notes and savings of at least 20%. Quality
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

is guaranteed absolutely, and you can cancel anytime.

Strictly limited—RSVP today.

BARRON’S FINE REDS COLLECTION


12 bottles + BONUS Châteauneuf-du-Pape
SAVE
over
$327.87 $119.99 (plus applicable tax) Your
with FREE SHIPPING $200 Bonus Gift
Rated 92 points
by Jeb Dunnuck:
“Beautiful black
raspberry and
blackberry…and
a great finish.”
$49.99 value.

Order now at laithwaites.com/barrons


Or call 1-800-649-4637 and quote code AADT004 Barron’s Cellar is operated independently of Barron’s news department.

100% money-back guarantee applies to each wine. Offer subject to availability and club enrollment. All orders fulfilled by licensed retailers/wineries and applicable taxes are paid. You must be at least 21 years old to order. Delivery available to AZ, CA (offer may vary),
CT, DC, FL, IA, ID, IL, IN (limited delivery area), LA, MA, MI, MN, MO, ND, NC, NE, NH, NJ (offer may vary), NM, NV, NY, OH, OR (not eligible for free gift), SC, TX (voucher not required), VA, WA, WI, WV, and WY. Full terms and conditions online. Void where prohibited by law.
30 BARRON’S December 27, 2021

Q&A An Interview With Nicholas Colas Colas says investors wouldn’t be so


concerned about inflation if they knew
Co-Founder, DataTrek Research how to analyze income statements.

Why Big
Tech Still
Has Room
By RESHMA KAPADIA

N
icholas Colas writes a widely-read morning
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

note for money managers that draws on the


New Yorker’s 30-year career on Wall Street,
filled with insights gleaned from economic
data, market dynamics, investor psychology,
and disruptive trends.
Colas, co-founder of DataTrek Research,
got his first glimpse of Wall Street from the mailroom of
what is now Alliance Bernstein as the mutual fund in-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

dustry was taking off in the mid-1980s. Colas began his


official Wall Street career in 1991 as an equities analyst
covering autos for Credit Suisse. He went on to work at
SAC Capital, where he learned from hedge fund man-
ager Steve Cohen the importance of understanding emo-
tions in investing, and later worked at other firms as a
market strategist and head of research before launching
DataTrek in 2017. Colas has been bullish on Big Tech
and the power of disruption for years, and began writ-
ing about Bitcoin in 2013.
Barron’s spoke with Colas about why he still likes U.S.
stocks despite inflation, high valuations, and Omicron.
In this edited version of our conversation, we also learn
why he says it’s crucial for investors to know financial
modeling and monitor cryptocurrency developments.

Barron’s: What’s the biggest shift caused by the


pandemic that is most relevant to investors?
Nicholas Colas: Inflation. That has been the biggest
change in the economy. Stuff costs more—and not a lit-
tle, but a lot more, and over two years. Food is up 15%;
wages are not. As an investor, we have to think about
how inflation will ebb and flow and impact corporate
profitability. For big companies, it’s good for profits.

Are worries about inflation’s impact on corporate

Photograph by ZACK DEZON


December 27, 2021 BARRON’S 31

He’s especially bullish on Big Tech, given


their pricing power, competitive moats,
“I push back on clients who say crypto is a fad. China could eventually offer a good
trading opportunity, but not while
and outsize influence on the economy, It’s not.” there’s so much uncertainty.

earnings misplaced? There’s human bias to momentum but What are you monitoring most the first rate cycle I saw, and the mar-
So few analysts know how to model a also investment validity to sticking closely with regard to China? ket rolled over so fast because the Fed
company anymore. I was trained by with momentum. I’m not talking I care most about how China supports moved in a total surprise by 50 basis
people who built their careers in the about momentum [as a factor], but or suppresses technology innovation, points [0.5%] and then kept raising
1970s. It comes down to understand- rather fundamentally things that are because that is the only thing that rates, causing a massive rotation. An
ing how costs flow through an income holding and increasing their competi- makes you a lot of money as an inves- inverted curve is the second phase of
statement. People think if PPI [the tive position. I don’t see a reversion to tor. If you want to beat the market, that warning sign of a recession ahead.
producer price index] is up 4% and the mean for tech margins because you need to identify inflection points
inflation is up 4%, earnings don’t these companies have competitive in innovation. How important will total return be
grow. That is absolutely wrong. Every positions in ways we haven’t seen be- The government [has been cracking in the coming year?
company has a fixed cost structure fore, maybe besides Rockefeller’s oil down on technology companies] be- Stock buybacks are more important
that doesn’t move with inflation. We company and Vanderbilt’s rail. Oil cause there’s been such dramatic im- than dividends because the market—
see this in the data: Corporate profits was relevant for 60 years, so when balances created by technology and the at 21 times earnings for well past the
in the 1970s grew just as fast as infla- they say data is the new oil, it suggests pandemic. If that means some 30 rapa- bottom of the cycle—is saying corpo-
tion did—and the stock market grew data has a competitive window longer cious technology companies chewing rate cash allocation is going to be fero-
just as fast as earnings. than traditional business models. away at the social fabric, then [Beijing] ciously efficient. Companies won’t
The linchpin of this market is—and is doing the right thing. But if this has waste money on dumb acquisitions,
has been—corporate earnings. It’s Should investors be buying dips in a chilling effect on innovation, then the bad projects, or global growth that
totally reasonable to think about $240 these stocks? Chinese equity market is not going don’t make sense, and will be hyperfo-
for S&P 500 earnings next year; the That’s a separate discussion about how The Charms of anywhere for a decade. cused on maximizing return on capi-
Street is at $222. For perspective, we much confidence investors have in the tal. Buybacks are the safest choice for
were at $162 to $163 in years prior to global economic recovery. Probably in
The S&P 500 The pandemic has brought some a CFO to recommend the board do
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

the pandemic. We have set a new step the second quarter, you will have a major changes in behavior. What with incremental cash flow—and S&P
The index’s 10-
function in corporate earnings—and it burst of enthusiasm for a synchro- are you keeping tabs on that could 500 companies have more excess cash
year com-
seems permanent. nized global recovery—and you could impact investors? flow than ever before.
pounded annual
see Big Tech underperform for a cou- We use Google Trends every day be-
growth rate:
How can margins stay high, even ple of quarters because people will be cause it’s a fast window into consumer What areas or issues aren’t getting
as companies deal with rising la- enthusiastic about financials, industri- behavior. The No. 1 thing we worry enough attention?
bor costs, supply-chain issues, and
regulatory pressures?
als, and even energy. It’s not a matter
of, “If Apple is down 5%, buy the dip,”
16% about from the stock market’s per-
spective is how much consumers are
Venture capital, virtual currencies, and
decentralized finance. We talk about
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Pricing power. The S&P 500 is very but more that [their] corporate profits That’s double the paying attention to Covid as a proxy disruption in every report. It is why
different from any other index on the are super sticky, super stable, and they gains of the rest of for the fear they feel in their lives. U.S. equities have done better than the
planet. It has two things going for it: have very high-valuation earnings. the world, Colas Americans have had three separate rest of the world. It’s because of VC
Primarily it works in the U.S. economy, You really want to own the biggest, points out. cycles. Omicron is getting some atten- funding in 1999 and 2000 that we have
and U.S. fiscal and monetary policy best, and brightest, and the S&P 500 is tion, but it’s not outsize yet. I ran Amazon.com [AMZN], why Apple is
was orders of magnitude more aggres- that index for the world. Covid Google searches for the U.K. for still alive, why the S&P 500 has 16%
sive than Europe and Asia. So that was this past Monday’s report, and those 10-year compounded annual growth
a huge bump, and allowed margins not Foreign markets have lagged be- have spiked to new highs. So that’s a rate—double the rest of the world.
to go to zero during the recession. hind the U.S. for years now. Should worry if we get the same sort of
And we are talking about large U.S. investors invest more abroad? spread of the virus here. What’s the outlook for crypto?
companies, which have huge advan- It’s always tempting to think about It’s still a couple years away. How the
tages in economies of scale and scope reversion. However, do we seriously How should investors be thinking Fed develops its thinking will matter.
over smaller companies, and, because think an economy with zero population about their bond allocations? The risk is you get a USD coin that
of the cash flows they generate from growth [like Japan] can truly have a Bonds at this point in the cycle—and becomes a de facto Fed coin because
their U.S. operations, have much sustainable rebound in valuation? Do we’re talking mainly Treasuries—have [stablecoin] isn’t a heavily regulated
stronger competitive positioning over- we think a region with negative rates one utility. It’s not income. It’s a hedge, market. I push back on clients who
seas. The most important thing we [such as Europe] can have a sustain- allowing you to stay invested if we are say crypto is a fad. It’s not. Plus, even
have is big technology. It’s impossible able rebound? Is there anything novel wrong and something comes across if you hate the idea—and it is a fad—
to overstate how important it is to in tech companies in those regions that that’s bad. the cassette tape brought down the
have 20% of the S&P 500 in [Alpha- will gain relevance versus the U.S., Iranian monarchy! It had huge im-
bet’s] Google [ticker: GOOGL], Apple except maybe ASML Holding [ASML] What is the risk you are most wor- pacts on global geopolitics. You can’t
[AAPL], and Microsoft [MSFT]. or SAP [SAP]? The short answer is no. ried about over the coming year? ignore crypto. The big story in crypto
There’s simply no way to line up those At points of inflection, like we are with this year will be that the assets them-
business models with anything else. What about China? inflation and the economy, there’s al- selves don’t do much, but we’ll start to
There will be a great trade in China, ways the possibility of a Fed policy see mainstream use cases in payments
These companies have been win- probably past the 20th Party Congress mistake. When the market factors in and decentralized finance.
ners for years. Can that kind of [in the fall]. But in the near term, four rate hikes next year, I will begin to
performance really continue? there’s just too much uncertainty. get worried. Go back to 1994. That was Thanks, Nicholas. B
32 BARRON’S December 27, 2021
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Trading isn’t just a hobby,


it’s your future.
We built thinkorswim Trading™ to give you innovative tools,
access to trade desk experts, and a community of traders
who share strategies right on the platform. Because even
when you execute a short-term strategy, you never lose sight
of the big picture. Visit thinkorswim.com to learn more.

All investing involves risks, including loss of principal. TD Ameritrade, Inc., member FINRA/SIPC a subsidiary of the Charles Schwab Corporation. © 2021 Charles Schwab & Co., Inc. All rights reserved.
December 27, 2021 BARRON’S 33

MARKET WEEK
December 20 through December 23, 2021

Euro Trader P. 36 Power Play P. 39


Emerging Markets P. 36 Charting the Market P. 40
Striking Price P. 37 Winners & Losers P. 42
Commodities P. 38 Research Reports P. 43
Inside Scoop P. 39 Market View P. 44
13D Filings P. 39 Statistics P. 45

MARKET PERFORMANCE DASHBOARD

Dow Jones Industrials S&P 500 Nasdaq Composite SPDR S&P Bank ETF

35,950.56
52-wk: +19.04% YTD: +17.46% Wkly: +1.65%
4725.79
52-wk: +27.62% YTD: +25.82% Wkly: + 2.28%
15,653.37
52-wk: +22.25% YTD: +21.45% Wkly: +3.19%
$54.07
52-wk: +33.41% YTD: +32.27% Wkly: +2.19%

4%

3
Contagion
The Omicron-fueled wave of Covid-19 2
continued to grow over the weekend.
The S&P 500 slid 1.1% Monday to 1
extend its three-trading day loss to 3%.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Santa Claus Rally Early Presents


The market often rallies as the end of The S&P 500 finished the Christmas- -1
the year approaches, and 2021 was no shortened trading week at an all-time
Not March 2020 -2
exception. Major indexes erased more high. The index last set a record close
The variant appeared to be more
of their recent declines on Wednesday. on Dec. 10.
infectious but less severe in early data.
-3
The reopening trade reignited Tuesday,
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

as U.S. bank stocks rallied 3.1%.


-4

-5
Monday Tuesday Wednesday Thursday Close
Source: Barron’s Statistics

U
ndaunted by Omi- As Omicron becomes the dominant Merck (MRK) should prevent repeats

THE TRADER cron, stocks scaled


new heights this
past week.
variant in new Covid infections, in-
vestors took heart from growing evi-
dence that it is contagious but less
of last year’s hospital overflows.
The market deserves to celebrate.
Covid brought death and dislocation,
After a Monday severe than earlier strains—if you’ve but we tend to pay too little heed to
setback, the S&P been vaccinated. Infections from the what didn’t happen. If vaccines hadn’t
500 index clam- fast-moving coronavirus have appar- changed the pandemic’s trajectory, the

As Covid bered up to a record high of 4725.79


by Thursday’s close, finishing the
ently peaked in their hot spot of
South Africa.
U.S. would have suffered nearly 1.1
million additional deaths and 10 mil-

Spreads, four-day week with a gain of 2.3%.


The Dow Jones Industrial Average
gained 1.7%, while the Nasdaq Com-
By Bill Alpert “[A]ll data continue to point to
Omicron being much less dangerous
than prior waves despite its extreme
lion more hospitalizations—according
to an epidemiological model by the
Commonwealth Fund cited this past
So Does posite rose 3.2%.
Near the end of a year when the
transmissibility,” write the folks at
Bespoke Investment Group, “with
week in the Journal of the American
Medical Association.
Investor Covid-19 death toll surpassed
800,000, investors kept their focus
negligible threats to vaccinated or
previously infected people, and very
That doesn’t mean Omicron isn’t
setting back important parts of the
Optimism on a recovery that’s lifted the S&P
500 almost 26% since January’s start.
short epidemic curves that burn out
quickly.” President Joe Biden’s plan to
economy. Professional hockey is on
pause. The pro football and basket-
The benchmark has nearly doubled distribute the newly authorized antivi- ball leagues postponed games. Broad-
since 2018. ral pills from Pfizer (ticker: PFE) and way has gone dark. But there’s been
34 BARRON’S December 27, 2021

compensation—in a kind of lonely way— changes to the state’s solar power econom-
with the flood of content created by ics. But panel maker First Solar (FSLR)
streaming services in 2021. Entertainment dropped enough Monday that Evercore
giants like Comcast (CMCSA), Walt Dis- ISI’s Sean Morgan calls it a “tactical Out-
ney (DIS), and Netflix (NFLIX) increased perform,” even though he has long-term
their production spending 20% this year, concerns about competition from China’s
to nearly $50 billion, notes Guggenheim manufacturers.
analyst Michael Morris. New “over the Call it yet another silver lining in a year
top” subscription services, like Apple’s full of them.
(APPL), contributed over $8 billion worth
of new content this year. 6 Bank Stocks for 2022
While Big Tech has filled our evenings, Banks undergo annual stress tests. Bank
it’s also dominated the trading hours. De- investors should expect to face their own
spite some lost ground recently, a handful next year.
of big names like Tesla (TSLA) and Nvidia Few fear that the sector will blow up. It’s
(NVDA) contributed a third of the S&P how it rates as an investment going into the

IBKR charges 500’s gains this year. It’s been an unusually


narrow bull market this year, as measured
new year that’s up for grabs. On the plus
side, the Federal Reserve is expected to

1 by breadth indicators. raise interest rates, which should boost

margin loan rates Credit Suisse U.S. equity strategist Jona-


than Golub notes that the universe of tech
stocks, equally weighted, is up only about
bank earnings, although the sector is ex-
pected to face more regulatory scrutiny,
which could dampen performance.
14% in the past 12 months. Contrast that While shareholders were rewarded for

from with the 32% gain scored by the megacaps


once known as the FAANGs—which have
now morphed into the GAMMA stocks:
being passive sector investors over the past
two years, they may need to be more dis-
cerning and take an active stock-picking
Alphabet (GOOGL), Apple, Microsoft approach going into 2022. Since the market
0.75% to 1.59% (MSFT), Meta Platforms (FB), and Ama-
zon.com (AMZN). The GAMMAs have
bottom on March 23, 2020, the SPDR S&P
Bank exchange-traded fund (KBE) has
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

had high sales growth and returns on eq- gained 111%, coming in slightly ahead of the
uity, but also much higher valuations. The S&P 500, which is up 103%.
index boost provided by these giants has That type of “rising tides lifts all boats”
made passive investors feel brilliant and performance likely won’t be repeated.
active stock pickers feel dumb. Banks are healthy, with the biggest ones
Monday’s market drop was particularly passing all of their annual stress tests while
sharp for the environmental sector. That’s also passing the very real tests posed by the
because Sen. Joe Manchin’s (D., W.Va.) re- pandemic. But the catalysts for growth are
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

fusal to support the Build Back Better Act murky. The pandemic recovery trade is
ibkr.com/compareus casts a shadow over industries that ex- over, banks can’t count on robust trading
pected boosts from some $550 billion in revenue, and the outlook for deal making is
green-energy subsidies and tax incentives. uncertain. That leaves rate hikes and loan
The blow backfooted stocks like the so- activity as the expected levers for growth,
lar electronics makers SolarEdge Tech- though not all banks will benefit equally.
Use the Interactive Brokers Debit nologies (SEDG) and Enphase Energy Investors should focus on banks with
(ENPH), as well as the solar installer Sun- diversified revenue streams and strong
Mastercard2 to borrow against
Run (RUN), which were already unsteady management teams, says Abbott Cooper,
your account for purchases or bill after California regulators proposed founder of Driver Management, a bank-fo-
payment at low rates.
For more information visit ibkr.com/ibmc
Vital Signs
Friday's Week's Week's Friday's Week's Week's
Close Change % Chg. Close Change % Chg.
Trading on margin is only for sophisticated investors with DJ Industrials 35950.56 +585.12 +1.65 Barron's Future Focus 1056.43 +25.18 +2.44

high risk tolerance. You may lose more than your initial investment. DJ Transportation 16186.96 +357.99 +2.26 Barron's Next 50 3323.49 +115.36 +3.60
DJ Utilities 955.77 +5.70 +0.60 Barron's 400 1087.23 +27.22 +2.57
Member - NYSE, FINRA, SIPC – [1] Margin Loan rate as of 02/01/2021. IB calculates the interest DJ 65 Stocks 12087.12 +200.18 +1.68 Last Week Week Earlier
charged on margin loans using the applicable rates for each interest rate tier listed on its website. Rates DJ US Market 1173.74 +26.86 +2.34 NYSE Advances 2,531 1,117
shown apply to IBKR Pro clients only. Rates subject to change. For additional information on margin NYSE Comp. 16963.44 +294.80 +1.77 Declines 1,001 2,435
loan rates, see ibkr.com/interest. [2] Interactive Brokers Debit Mastercard is for US residents only. For
NYSE Amer Comp. 3443.04 +164.71 +5.02 Unchanged 93 92
more information, see ibkr.com/ibmc. BY USING THIS CARD YOU AGREE WITH THE TERMS AND
S&P 500 4725.79 +105.15 +2.28 New Highs 132 193
CONDITIONS OF THE CARDHOLDER AGREEMENT AND FEE SCHEDULE, IF ANY. This card is issued
by Metropolitan Commercial Bank (Member FDIC) pursuant to a license from Mastercard International. S&P MidCap 2795.82 +67.74 +2.48 New Lows 334 425
“Metropolitan Commercial Bank” and “Metropolitan” are registered trademarks of Metropolitan S&P SmallCap 1387.37 +42.22 +3.14 Av Daily Vol (mil) 3,765.4 5,371.1
Commercial Bank © 2014. Nasdaq 15653.37 +483.69 +3.19 Dollar (Finex spot index) 96.05 96.57
All interest and borrowing activity is through Interactive Brokers LLC. Please see your customer Value Line (arith.) 9816.56 +247.32 +2.58 T-Bond (CBT nearby futures) NA 162-18
agreement with Interactive Brokers LLC for further details. Card program marketed and administered by Russell 2000 2241.58 +67.65 +3.11 Crude Oil (NYM light sweet crude) 73.79 70.86
Interactive Brokers LLC, the Program Manager of the Interactive Brokers Debit Mastercard.
DJ US TSM Float 48302.65 +1130.27 +2.40 Inflation KR-CRB (Futures Price Index) 230.90 225.14
04-IB21-1454-HP
Gold (CMX nearby futures) 1811.20 1803.80
December 27, 2021 BARRON’S 35

Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*

Consumer Goods 3.79%


Technology 3.20
Consumer Services 2.33
Oil & Gas 2.28
Industrials 1.94
Basic Materials 1.75
Financials 1.45
Health Care 1.40

FINANCIAL SECTOR OF
Telecommunications 1.24
Utilities 0.31

THE S&P 500 IN ONE ETF


Source: S&P Dow Jones Indices

cused investment firm. JPMorgan Chase the Fed’s vice chairman of banking supervi-
(JPM) and Silicon Valley-based SVB Fi- sion. Other open regulatory spots include
nancial Group (SIVB) are two that look the top post at the Office of the Comptroller Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
especially appealing, he says. No one would of the Currency, now that Biden’s first nom-
accuse either of being cheap. JPMorgan inee, Saule Omarova, backed out after fac- An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a
trades at 2.3 times tangible book value, ing opposition from Republicans and mod- prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the
while SVB Financial, which has much in erate Democrats. prospectus carefully before investing.
common with its tech start-up clients, Some investors are nervous that Wall 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
trades at 3.4 times tangible book value. Street’s watchdogs could issue more strin- results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Peers trade around 1.9 times, according to gent capital rules that would lower share- 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.
FactSet data. holder payouts; apply more regulatory scru- ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
“The [two banks’] management teams tiny to bank mergers, and increase pressure
will find a way to generate superior long on banks to address climate change. For
term returns for investors regardless of investors, a lot of noise in Washington could
industry, economic, and other conditions,” eat away at stock performance. But for some
Cooper tells Barron’s. banks, it could signal a buying opportunity.
First and foremost on investors’ minds “As the sector hits air pockets, there are
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

are the Fed’s plans to raise interest rates. always unbelievable opportunities to buy
The central bank signaled that it would lift quality names,” Cooper says. “The sector
rates three times next year to tamp down really trades as one when people get wor-
inflation. Rate hikes are bullish for bank ried about macro concerns, and there are a
earnings, as loans become more profitable
while the interest banks pay out in deposits
lot of babies thrown out with the bathwater
when that happens.” Manage Your Barron’s
Account Online
doesn’t move up as swiftly. In addition to JPMorgan and SVB Fi-
But improved profitability doesn’t always nancial, Cooper likes Pinnacle Financial
translate into stock performance. Charlie Partners (PNFP), BancFirst (BANF),
Toole of wealth-management firm Adviser ServisFirst Bancshares (SFBS), and
Investments compared the performance of Western Alliance Bancorp. (WAL). Update your account details any time.
bank stocks to the S&P 500 during four None of the names look cheap, but they’ve It’s quick and easy.
rate-hiking cycles dating back to 1994. In all consistently delivered strong returns since
but one instance, banks lagged the broader 2015. • Place delivery holds
market regardless of whether performance Cooper’s preferred metric is the com- • Change an address
was measured from the first to last rate hike pound annual growth rate, as it shows how
• Report an issue
or based on the first hike to the first cut. well banks can perform over a longer time
Underperformance ranged from a minus- frame and under difficult conditions. When
• Update your payment information
cule 0.3% during the 2004-06 rate-hike looked at purely for its stock performance, • Reset your password and more
cycle to a far more drastic 27% in the lead- SVB has delivered a stunning 28% com-
up to the dot-com bubble bursting. pounded annually since 2015, according to
Bank stocks also face a more subjective FactSet. ServisFirst follows closely behind Explore now at customercenter.barrons.com
threat in the new year—regulatory pressure. at 27%, while Western Alliance stands at
Whether that pressure produces policy re- 21%. JPMorgan and Pinnacle are at 14%
mains to be seen, but the sector could face and 13%, respectively, while BancFirst is at
attacks as appointments are made and can- 12%. The industry average is 7.1%.
didates campaign in midterm elections. For bank investors, being choosy could © 2022 Dow Jones & Co., Inc. All rights reserved. 2E7838
President Biden will soon be nominating pay off. — Carleton English
36 BARRON’S December 27, 2021

EUROPEAN TRADER E M E R G I N G M A R K E TS
Luxury Goods Are Back Mercurial Politics Took
In Fashion in 2021 Center Stage in 2021
By Rupert Steiner a 55% jump in sales in the third quarter, By Craig Mellow this year and successfully spin off its
Moncler said in October. The stock has banking and payments components.

T R
he relaxation of Covid-19 since gained 26%, to €62.46. unning a country like China India, the No. 4 emerging market,
restrictions, the availability Barron’s wrote in July that Ray-Ban means never having to say you’re was another bright-ish spot. The iShares
of vaccines, and cash accumu- and Oakley eyewear maker Essilor- sorry, particularly to foreign MSCI India ETF (INDA) gained 10%
lated by consumers during Luxottica (EL.France) was in a strong investors in Chinese stocks. Cap- despite a sharp late-year correction. Inves-
lockdowns fueled an extraordinary 12 position to transform its business on the italists learned that the hard way in 2021. tors shrugged off a nasty Covid spike in
months of growth in Europe across a promise of cost cutting, new products, Beijing came roaring into the year the spring to focus on the vast nation’s
number of sectors. and possible acquisitions. By September, with its economy beating the pandemic “demographic dividend” (median age 28)
Top- and bottom-line recoveries in one of those products was launched: a and its eyeballs-rich tech companies the and long runway for moving poor rural
2021 saw earnings rebound strongly, pair of Ray-Ban’s (in partnership with envy of the world. With 2021 growth in dwellers into an urban middle class (per
helping European consumer discretion- Facebook parent Meta Platforms [FB]) the bag, it turned to “reform.” Oops. capita income a third of China’s). Prime
ary stocks rise 31.4% from December that comes with built-in cameras and China’s tinkering arguably makes long- Minister Narendra Modi’s pro-market
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

2020 through Dec. 7, outperforming the microphones. Shares, which were at term sense: reining in digital monopolies, reforms—digitized state payments, inte-
broader S&P Europe 350 index, which €152.23, have jumped 19.4%, to €181.80. deleveraging a runaway property sector, grated national sales tax, better bank-
climbed 16.3%, according to independent Food, drinks, and tobacco companies bringing U.S.-listed companies home. ruptcy laws—may be gaining traction after
research firm CFRA. lost their lockdown boost as consumers (How would Washington react if Ama- seven years in power.
“European consumer stocks have headed back out, but that was mitigated zon.com were traded only in Shanghai?) Emerging markets commodities stocks
staged a dramatic recovery and are back by customers drinking in bars and restau- But lack of clarity, to put it mildly, offered some wild rides in 2021. Brazilian
to pre-Covid levels,” says CFRA analyst rants, which generates higher margins. about ground rules and end games ham- iron-ore giant Vale (VALE) climbed 30%
Andrew Tam. The year of the “reopening British American Tobacco (BTI) was at mered the tech stars that had driven through Aug. 1, then dropped by a third.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

trade” was boosted by earnings, fiscal £25.36 in October when this column high- emerging markets’ sensational run in Russia’s Gazprom (GAZP.Russia) rode
stimulus, pent-up consumer demand, lighted it in October for its investments in late 2020: Alibaba Group Holding record European gas prices to a 60% year-
and vacation budgets that were redi- new products. It’s now up 9%, to £27.65. (ticker: BABA), Tencent Holdings to-date gain.
rected toward consumer goods, he adds. Not all of our recommendations hit (700.Hong Kong), Meituan (3690.Hong These names have become a footnote
Luxury goods were a standout the target. In February, United Kingdom Kong), and the rest. Their travails to the asset class, though. Materials and
sector—the stocks on average are up 42% online fashion and cosmetics giant dragged the iShares MSCI Emerging energy stocks make up 14% of emerging
year to date to Dec. 7, according to Tam. ASOS (ASC.UK) was viewed as a big Markets exchange-traded fund (EEM) markets indexes, and information tech-
The larger, more-diversified luxury winner during lockdowns over rivals to a 7% loss in 2021, while the S&P 500 nology 22%, despite this year’s losses.
groups has outperformed with above- with bricks-and-mortar stores. Its stock index charged ahead by a quarter. Emerging markets have become integral
peer earnings and share price growth, he was at 57.78 pounds sterling ($76.33), Things weren’t so bad everywhere. to global innovation and the prime vir-
adds. Cartier owner Compagnie Finan- and ASOS appeared on track for inter- Taiwan and South Korea, whose com- gin territory for digitization. That’s a
cière Richemont (ticker: CFR.Switzer- national expansion. bined emerging markets index weight good and exciting thing in the long run,
land) is up 66%. French fashion house But shoppers then headed back to almost equals China, cushioned the blows though it adds volatility where there
Hermès International (RMS.France) physical stores, and mounting supply- from Beijing. Taiwan Semiconductor was plenty to begin with.
has increased 75%. chain problems led ASOS to issue a profit Manufacturing (TSM) advanced 10% The bad news from 2021 was that
Barron’s recently wrote that gains are warning in October. The stock has since this year, modest for the leading producer mercurial politics will continue to upend
likely to continue at the world’s largest slumped 60%, to £22.99. of the world’s hottest commodity. But that the best-laid emerging market plans and
luxury group, LVMH Moët Hennessy Car makers, faced with supply-chain came after tripling in late 2020. analyses. Joe Biden’s presidency hasn’t
Louis Vuitton (MC.France), which is issues that led to chip shortages, tried to South Korea’s engineering-driven eased U.S.-China tensions. Instead, Presi-
up 37%. Two stocks mentioned in the benefit by directing scarce resources to conglomerates, or chaebol, continued dent Xi Jinping went on a regulatory tear
column this year also excelled. Barron’s high-margin premium vehicles. For its to raise their profile in emerging technolo- of his own. Global vendors like Taiwan
highlighted Italian luxury retailer part, German auto giant Daimler gies from electric-vehicle batteries to hy- Semi and Samsung Electronics
Moncler (MONC.Italy) in March, when (DAI.Germany) used the slowdown to drogen fuel. Seoul is set to start 2022 with (005930.Korea) are increasingly caught
shares reached 49.55 euros ($55.90) accelerate its restructuring plan and a bang as battery maker LG Energy Solu- between the two, and/or forced to make
on the back of strong online sales and make a bigger push into electric vehicles, tion aims for an $11 billion initial public expensive investments in both.
better-than-expected growth in China. Barron’s wrote in May. It wasn’t enough offering in New York. National social- Astute investors will catch the next
Sales in that key market, as well as to boost the stock, which has slid 5.6%, media champion Kakao (035720.Korea) Alibaba or Tencent somewhere in years
in South Korea and the U.S. were behind to €69.27. B bucked bearish tech trends to gain 45% to come. It won’t be easy. B
December 27, 2021 BARRON’S 37

T H E ST RIKING PRICE
Buying bullish call options to bet on events that
happen in two weeks’ time or less has become
a type of national lottery ticket.

The Options Market Is Equity Options

Now a Casino. Bet Wisely. CBOE VOLATILITY INDEX


VIX Close VIX Futures

40
THE EQUITY-ONLY PUT-CALL RATIO
Put-Call Ratio S&P 500 Index

130

35

30 100
By Steven M. Sears poorly, as did the dot-com bubble in 2000.
25
The great question for the options

L
et us end 2021 reflecting on a pow- market—and ultimately for stock investors— 20 70
erful lesson we learned this year: is if the options craze will burn out quietly
15
America is a nation of gamblers, or loudly. The options market is ending the
and the options market has be- year with options on track to set records. J F M A M J J A S O N D 10 J F M A M J J A S O N D 40
come the biggest casino in the country. Daily volumes sometimes top 50 million Daily Values Source: CBOE Source: McMillan Analysis Corp.
Pundits and strategists may talk about contracts—and can exceed the trading vol-
the merits of long-term investing, but the ume for stocks. To put that in perspective, SPX SKEW NDX SKEW
chance to make a quick buck is a virus more it was a big deal in 2000 if daily trading Implied volatility % Implied volatility %

powerful than any Covid-19 variant. volumes rose above a million contracts. 16% 13%
Buying bullish call options to bet on Until something happens, put and call
15 12
events that happen in two weeks’ time or volatility will probably be a little higher
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

less has become a type of national lottery than usual, and that should present rea- 14
11
ticket. Upside calls are often inexpensive, sonable conditions for long-term investors 13
and the potential profits are huge if the who like to sell puts and calls on quality 10
12
associated stock behaves as expected. stocks that they can warehouse for three 9
11
Options have a reputation for being com- to five years.
plex, but many people have learned that For most of the year, stock valuations 10 8

they can still make loads of money ignoring were irrelevant. All that mattered was if 9 7
J F M A M J J A S O N D J F M A M J J A S O N D
high-finance stuff. To be a successful mar- someone, somewhere, might pay more to Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

ket gambler, many people realized that all buy your stock or call. But the trend-is- Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference
they need is a bullish call with an expira- your-friend theme—which has been with between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher
readings are bearish.
tion date that is as close as possible to a us for more than 20 years, thanks to the
corporate earnings report, the release of Federal Reserve’s easy-money policies— Week's Most Active
economic data, or anything else that might seems to be losing its magnetism. Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
move stocks and slingshot bullish calls. The stock market has recently exhibited AAR AIR 4204 3810 394 168 6 25.0
We used to see this type of action around extraordinary volatility, surging higher and Vocera Communications VCRA 6820 6361 459 291 77 23.4
hot initial public offerings, but the market lower in an erratic fashion. The Cboe Volatil- Red Cat RCAT 16523 13241 3282 714 5 23.1
CalAmp CAMP 2462 1831 631 135 67 18.2
mob has replaced those fast-buck trades ity Index, or VIX, has awakened from its Verso VRS 2455 736 1719 168 1 14.6
with options. Sometimes, even if there is slumber. Options premiums are plump once Bluerock Residential Growth BRG 36730 15894 20836 2649 5 13.9
nothing much worth trading, the mob can more. The new year will challenge the mar- Allokos ALLK 31655 28693 2962 2406 98 13.2

whip itself into a frenzy just because it ket’s mighty patrons at the Fed. Jaguar Health JAGX 17634 16646 988 1428 61 12.3
CarMax KMX 83885 39283 44602 7611 59 11.0
wants to make money. Investors are well advised to compare EQRX EQRX 10918 9970 948 1014 81 10.8
Such is the case with the so-called meme price/earnings ratios in their portfolios to Quantum-Si QSI 10700 9067 1633 1098 72 9.7
stocks, which were celebrated and extolled major market benchmarks—and consider Vertical Aerospace EVTL 20597 14448 6149 2169 96 9.5
Aquestive Therapeutics AQST 18458 17035 1423 2076 83 8.9
in Reddit chatrooms and whipped into culling the highfliers. Stocks with high mul-
Paychex PAYX 26345 18594 7751 3264 35 8.1
profits in the stock and options markets. tiple valuations are probably vulnerable, Nxt-ID NXTD 28996 28381 615 3627 71 8.0
Shares of GameStop (ticker: GME), a left- especially if the Fed is trapped between American Tower AMT 64778 59364 5414 8328 21 7.8
for-dead videogame retailer, are up 708% supporting a Covid-19-damaged economy Citrix Systems CTXS 25198 21792 3406 3516 91 7.2
nocx ICL 2257 1527 730 321 16 7.0
this year. AMC Entertainment Holdings and workforce and battling inflation. Cerner CERN 128205 90288 37917 21093 0 6.1
(AMC), a movie theater chain, has risen Selling stocks is always difficult, but SeaChange Int'l SEAC 108896 92839 16057 21723 95 5
1,245% this year, even as many people losing money is worse. 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
weren’t brave enough to step foot in a 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
theater. 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
This fascination with Wall Street’s lot- ating officer of Options Solutions, a specialized should be aware of these increased risks if trading in these names
tery tickets—and that’s what calls have 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.
become to many people—merits watching. has a position in the options or underlying securi- Source: McMillan Analysis

These gambling sideshows tend to end ties mentioned in this column.


38 BARRON’S December 27, 2021

COMMODITIES
Gains Were Across the
Where today’s Board Except for Gold
best advisors By Simon Constable record high of 180 euros ($205) a mega-

grow their
watt-hour from €20 in early January.

A
nyone wanting a calm commodi- Surging global demand from the resur-
ties market in 2021 would have gent world economy and cold-weather
been disappointed. It produced snaps met with political pressure to re-

business for
surprises that shocked even the duce the use of gas.
most jaded market veterans. “No one has enough alternative-energy
Wheat, coffee, sugar, lumber, and en- sources in place to stop using the hydro-
ergy prices all shot up. Perhaps most carbons, and so you have a surge in de-

tomorrow. shocking was the fact that the price jumps


were driven by different factors. It wasn’t
all upward: Gold puzzled some investors,
as prices slumped even while inflation
mand and a price rise,” Gilbertie says.
Drought in key growing areas of Russia,
Canada, and the U.S. took a toll on the
spring wheat crop. Overall prices surged
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

surged. from $6.40 a bushel in early January to


The doubling in coffee prices this year $8.56 recently. Separately, Russia imposed
Join Barron’s Advisor and unlock leading-edge undoubtedly surprised anyone who starts export taxes on wheat to help subdue local
tools, insights, and connections designed to the day with a cup of joe. A blast of unfa- food prices, Hackett says. While the move
help you craft the future of your business. vorable weather hit Brazil and destroyed kept grain inside Russia, it also sent global
much of the crop. “It was a terrible wheat prices up further.
drought, then a triple frost,” says Shawn Capping off the major rallies was lum-
Features include: Hackett, president of Hackett Financial ber. It shot to an all-time high of more than
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

— Real-time market insights Advisors. Prices for arabica beans started $1,600 per thousand board feet. That was
the year at around $1.25 a pound, reaching up from about $878 at the beginning of the
— Stories written specifically for advisors a high of about $2.50 in early December, a year. The jump, which shocked the con-
— Interviews with top advisors and level not seen since 2011, according to data struction industry, came as increased de-
industry standouts from Trading Economics. Recently coffee mand for nonurban homes ran headlong
fetched $2.25. into supply constraints, as lumber mills
— Custom benchmarking tools to Likewise, sugar rallied on the back of struggled to increase production in the
measure your practice against peers poor Brazilian growing conditions, send- face of labor shortages. “It was a bubble,”
ing prices from 15.8 cents a pound in early Hackett says.
— Access to exclusive
January to a high of more than 20 cents in Perhaps the most surprising commodi-
webinars and live events mid-November, the highest level since ties move in 2021 was the one that didn’t
early 2017. rally: gold. The bullion price started the
Find out more at “High demand for fuel ethanol and a big year at around $1,944 a troy ounce but
rebound in energy meant more of the retreated to $1,785 recently. That drop
Barrons.com/Advisor sugar was fermented,” Hackett says. came despite surging consumer inflation,
Crude oil prices also saw megarallies as which jumped to an annualized 6.8% in
demand exceeded supply, says Sal Gilber- November from 1.4% in January.
tie, CEO of Teucrium Trading. The supply Gold prices reflect worries about future
deficit is partially the result of increasing inflation and future changes in the cost of
disillusionment with fossil fuels—by politi- borrowing money, says Juan Carlos Arti-
cians and investors alike. “The producers gas, head of research at the World Gold
are under pressure socially, from regula- Council.
tions, and economically,” he says. “They The two effects work against each other.
are being cautious about new exploration.” Right now, interest rates are front and cen-
Brent crude surged to $87 a barrel from ter with investors. However, that could
$51 in early January. change soon. “Investors are getting more
Likewise, European natural-gas prices worried that the inflation jump isn’t transi-
© 2021 Barron’s Group & Dow Jones & Company, Inc. All rights reserved. 2E258
jumped more than sevenfold to a recent tory,” Artigas says.
December 27, 2021 BARRON’S 39

I N S I DE SC OOP
Dec. 10 through Dec. 14 at prices POWER PLAY
ranging from $34.51 to $36.71

2021 Was a
apiece. Following the fresh invest-
ment, Hill Path owns 5,018,004
Dave & Buster’s shares.

Purple Innovation (PRPL)


Big Year in
Hyatt Hotels Executive
Coliseum Capital Management
raised its stake in the mattress
and bedding maker to 13,019,027
Class A shares. Coliseum Capital U.S. Activism
Makes Big Stock Buy
bought a combined 4,780,115 Pur-
ple A shares on Dec. 16 and Dec. 17
at prices ranging from $10.13 to By CARLETON ENGLISH

A
$11.38 apiece. After those buys,
Coliseum Capital now holds a t first blush, 2021’s
19.6% interest in Purple’s A shares. shareholder activism
ByED LIN price of $83.47. According to a form he Including Purple’s outstanding B looks eerily similar to

I
filed with the Securities and Exchange shares, which don’t trade publicly, 2020’s, but there are a
n yet another volatile year for Commission, these shares represent all Coliseum’s interest is slightly few key differences bub-
lodging, Hyatt Hotels stock is of Reynal’s holdings of Hyatt stock. reduced to 19.5%. Purple stock bling below the surface.
about even with the market, and Hyatt acquired Apple Leisure— Hyatt Hotels slid ahead of Coliseum’s share There were 166 cam-
an executive has just made an Reynal was president and CEO at the executive purchase after the company an- paigns launched globally through
incentivized stock purchase. time—on Nov. 1. Upon Reynal joining Alejandro Reynal nounced a CEO change, and said November 2021, according to data
Hyatt (ticker: H) stock has the company’s executive committee, he bought $4 million its outlook for calendar 2021 would from Lazard’s Shareholder Advi-
gained 26% so far this year, received an award that would grant of shares of the be at the low end of prior guidance. sory group. That’s just 4% higher
about the same rise in the S&P 500 him in restricted stock units up to 1.5 hotel chain. He than 2020, when the pandemic
index. Like its peers, Hyatt shares times the number of Hyatt shares pur- also received halted many activist campaigns.
have weathered nearly two years of chased on his own, Hyatt said in a restricted stock
Decreases in Capital deployed this year totaled
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

the Covid-19 pandemic through lock- statement. units of Hyatt. $38 billion, only slightly higher
downs, partial reopenings, and the
emergence of variants, including Delta
and Omicron. Nonetheless, J.P. Mor-
“Following his December purchase
of 48,000 shares in the open market,
Alejandro Reynal received a total of
Holdings than last year’s $37.2 billion.
But in the U.S., activism took off,
with $18.3 billion deployed across
gan last month upgraded Hyatt to 72,000 RSUs that vest 50% on Dec. Advanced Drainage 90 campaigns this year, a 16% in-
Overweight from Neutral, and raised 12, 2024, and 50% on Dec. 12, 2025,” Systems (WMS) crease in dollars put to work across
the target price to $101 from $90. Hyatt said. Berkshire Partners Holdings 71 campaigns in 2020. And there
Alejandro Reynal, executive vice J.P. Morgan analyst Joseph Greff, reduced its position in the drainage were big wins in the U.S., notably
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

president and CEO of Hyatt’s upscale in upgrading Hyatt, wrote that “the systems company to 6,493,367 heretofore obscure Engine No. 1’s
Apple Leisure Group, paid $4 million current environment is ripe for Hyatt shares. On Dec. 14, Berkshire Part- successful effort in June to win
on Dec. 16 and Dec. 17 for a total of to optimize the value of its owned ners sold 750,000 Advanced three seats on the board of mighty
48,000 shares, at a per share average hotels.” B Drainage shares through a block- Exxon Mobil (ticker: XOM).
trade transaction that priced those Some campaigns came up short,
shares at $125.25 each. No reason of course. In September, Box (BOX)
was given for the sale that leaves beat back activist Starboard Value’s
Berkshire Partners with a 9.1% effort to elect directors to the board.

Activist Holdings ners has proposed adding a represen-


tative to Harley-Davidson’s board “to
address these concerns” and align the
interest in Advanced Drainage’s
tradable stock.
Starboard Value, which tried to
shake up the cloud-computing
company, hadn’t lost a proxy vote
Harley-Davidson (HOG) motorcycle maker “with the best in- Janux Therapeutics in a decade.
H Partners increased its position terests of shareholders.” (JANX) Across the globe, the numbers
in the maker of iconic motorcycles These disclosures are OrbiMed Advisors cut its holding were trickier to sort out. Europe saw
to 12.3 million shares, equal to 8% from 13Ds filed with in the cancer-focused biopharma- a 21% increase in capital deployed,
the Securities and
of the outstanding stock. That fig-
ure accounts for the purchase of Increases in Exchange Commission.
13Ds are filed within
ceutical firm to 3,018,386 shares.
That figure includes 368,922 Janux
but the number of campaigns fell by
4%. Meanwhile, Asia-Pacific saw a

Holdings
740,000 Harley-Davidson shares 10 days of an entity’s shares held by British investment 67% drop in activist capital along-
attaining more than
priced at $35.82 to $37.73 each from 5% in any class of a trust The Biotech Growth Trust, side a 33% drop in the number of
Oct. 18 through Nov. 30. H Part- company’s securities. of which OrbiMed acts as the in- campaigns. Despite that, the region
ners disclosed that while it is Dave & Buster’s Subsequent changes vestment adviser. On Dec. 16, saw one of the most noteworthy
in holdings or inten-
“supportive of [Harley-Davidson’s] Entertainment (PLAY) tions must be re- OrbiMed sold 448,000 Janux activist interventions, as a group
management and strategic direc- Hill Path Capital raised its interest ported in amended Therapeutics shares through a of hedge funds successfully pushed
filings. This material is
tion,” it has issues with the com- in the casual-entertainment chain to from Dec. 16 through
block-trade transaction at $19.07 for changes at Japanese conglomer-
pany’s corporate governance and 10.4%. Hill Path purchased a total of Dec. 22, 2021. Source: each. OrbiMed now has an approx- ate Toshiba (6502.Japan).
executive compensation. H Part- 258,863 Dave & Buster’s shares from InsiderScore.com imate 7.3% interest in Janux. Activism may be focused on the
bottom line, but it’s more than just
a numbers game. B
40 BARRON’S December 27, 2021

Charting the Market


A graphic look at selected stock activity for the week ended December 23, 2021 n Edited by Bill Alpert
MICRON TECHNOLOGY VIR BIOTECHNOLOGY TESLA SOLAREDGE TECHNOLOGIES
MU (NASD) • 94.42 • 11.42 96 VIR (NASD) • 41.75 • -12.17 59 TSLA (NASD) •1067.00 •134.43 1074 SEDG (NASD) • 283.29 • -5.56 291
 Sales rose 33% in the 92  Vir’s Covid antibody, sold 54  Elon Musk says he’s 1027  Solar-power stocks sank 282
memory-chip maker’s No- 88 by Glaxo, fights Omicron 49 nearly done with his year- 980 Monday after Senator Joe 273

Holiday

Holiday

Holiday

Holiday
vember quarter, to $7.7 bil- 84 better than Lilly’s or Regen- 44 end sale of over $15 billion 933 Manchin pulled his support 264
lion. Its guidance signaled 80 eron’s. But supplies are 39 in Tesla stock—occasioned 886 from the Biden spending 255
sustained demand from PCs, M T W T F scarce and the FDA autho- M T W T F by expiring stock options M T W T F bill, which had $550 billion M T W T F

phones, cars, and the cloud. rized Pfizer and Merck pills. and tax rules. in green-energy supports.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
100 145 1260 395
93 121 1115 355
86 97 970 315
79 73 825 275
72 49 680 235
65 25 535 195

Volume in Millions Volume in Millions Volume in Millions Volume in Millions


184 36 254 14
92 18 127 7
0 0 0 0
D J F M A M J J A S O N D D J F M A M J J A S O N D D J F M A M J J A S O N D D J F M A M J J A S O N D

NIKOLA JD.COM CROCS INNOVAGE


NKLA (NASD) • 11.09 • 1.11 13 JD (NASD) • 68.65 • -2.39 74 CROX (NASD) • 123.53 •-12.59 143 INNV (NASD) • 5.31 • -2.86 10

 After agreeing to pay 12  The e-commerce firm’s 72  For $2 billion in cash and 136  The senior-care provider 8
$125 million to settle (but 11 largest shareholder, Tencent 70 $450 million in stock, the 129 withdrew its 2022 year guid- 6
Holiday

Holiday

Holiday

Holiday
not admit) SEC allegations 10 Holdings, will shrink its 68 shoemaker will add the pri- 122 ance, after sanctions and 4
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

that Nikola lied about its 9 stake from 17% to 2%, giving 66 vately held shoe line Hey- 115 suspensions by federal and 2
M T W T F M T W T F M T W T F M T W T F
electric trucks, the firm de- up its board seat. Walmart dude. Crocs says the deal Colorado Medicare and
livered its first unit. will then be JD’s big holder. will be accretive to profits. Medicaid programs.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
33 111 188 30
28 101 162 24
23 91 136 18
18 81 110 12
13 71 84 6
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

8 61 58 0

Volume in Millions Volume in Millions Volume in Millions Volume in Millions


160 146 20 16
80 73 10 8
0 0 0 0
D J F M A M J J A S O N D D J F M A M J J A S O N D D J F M A M J J A S O N D D J F M A M J J A S O N D

NOVAVAX CITRIX SYSTEMS ALIBABA ALLAKOS


NVAX (NASD) • 177.25 • -40.07 238 CTXS (NASD) • 97.88 • 14.36 101 BABA (NYSE) • 118.66 •-3.44 125 ALLK (NASD) • 10.45 •-72.04 88
 The vaccine maker says 221  A report by Bloomberg 96  After the e-commerce 122  Symptoms in autoimmune 68
its Covid-19 shots boost im- 204 says the software firm could 91 firm found a vulnerability in 119 disorders of the stomach and 48
Holiday

Holiday

Holiday

Holiday
munity against the Omicron 187 get a buyout offer from ac- 86 widely used internet soft- 116 esophagus weren’t relieved 28
variant. The European 170
tivist Elliott Management 81
ware, China’s tech regulator 113
in Phase 3 studies of the 8
Union gave conditional au- M T W T F and Vista Equity. Citrix has M T W T F suspended the firm for not M T W T F firm’s antibody. Allakos will M T W T F
thorization to the vaccine. explored a sale. reporting the bug sooner. try again, in other diseases.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
334 153 280 158
289 138 245 128
244 123 210 98
199 108 175 68
154 93 140 38
109 78 105 8

Volume in Millions Volume in Millions Volume in Millions Volume in Millions


56 18 240 168
28 9 120 84
0 0 0 0
D J F M A M J J A S O N D D J F M A M J J A S O N D D J F M A M J J A S O N D D J F M A M J J A S O N D

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.
December 27, 2021 BARRON’S 41

We would like to welcome and thank the following sponsors and


schools for participating in Barron’s in Education to improve financial
proficiency for the next generation.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Mario J. Gabelli Elizabeth Weikes Tony A. Carpentieri Erika Kelly


Chairman & CEO Managing Director Senior Vice President Executive Director
Gabelli Funds, LLC The Weikes Group The Erdmann Group 
   
J.P. Morgan Wealth Management Merrill Private Wealth Management MorganStanleyWealthManagement

Helping develop the next generation


of business leaders.
If you are interested in partnering with Barron’s in Education
and to learn more contact: BarronsEDU@barrons.com

© 2021 Dow Jones & Company, Inc. All rights reserved. 4E5280
42 BARRON’S December 27, 2021

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
Verso(VRS) 8825 26.80 +6.75 +33.7 L&F Acqn A(LNFA) 1132 3046.9 10.04 –0.04 SifcoInd(SIF) 113 341.1 6.00 –0.25 Allakos(ALLK) 16757814087.6 10.45 –72.04
Startek(SRT) 1280 5.19 +1.25 +31.7 MusicAcqnA(TMAC) 1691 2461.9 9.69 –0.03 AeroCentury(ACY) 1029 174.4 54.99 +9.50 ZimmerEnerA(ZT) 2139 2166.3 9.77 +0.05
FortunaSilver(FSM) 28211 3.99 +0.77 +23.9 TLGAcqnOneA(TLGA) 1582 1540.9 9.74 0.00 EVI Industries(EVI) 146 106.5 31.95 +0.08 CytomXTherap(CTMX) 22619 593.2 4.22 –2.17
Samsara(IOT) 6418 27.61 +5.29 +23.7 Verso(VRS) 8825 1382.0 26.80 +6.75 TrioTech(TRT) 4181 72.2 12.54 +3.35 InnovAge(INNV) 14989 507.0 5.31 –2.86
SunlightFinl(SUNL) 8091 4.48 +0.85 +23.4 ChurchillVI A(CCVI) 3589 768.7 9.77 –0.11 Renovacor(RCOR) 264 69.4 8.10 +0.35 Intra-Cellular(ITCI) 11792 504.5 51.65 +12.49
NouveauMonde(NMG) 546 7.23 +1.29 +21.7 Empower&IncA(EPWR) 720 683.2 9.70 –0.05 Ashford(AINC) 105 57.3 16.06 +0.40 OrthoClinical(OCDX) 20127 498.2 21.16 +1.71
TItanIntl(TWI) 2143 9.40 +1.60 +20.5 TwinRidgeCapA(TRCA) 445 596.8 9.70 0.00 EvansBancorp(EVBN) 50 49.7 39.83 –2.44 Cerner(CERN) 71287 466.0 91.84 +2.07
VermilionEnergy(VET) 12399 12.79 +2.14 +20.1 VPC Impact III A(VPCC) 1962 595.7 9.96 +0.01 RadiantLogistics(RLGT) 1144 33.4 7.10 +0.51 LyellImmuno(LYEL) 9112 442.9 8.21 –0.13
GoAcqnA(GOAC) 2409 548.3 9.83 0.00 ArmataPharm(ARMP) 181 11.0 5.66 +0.62 Quidel(QDEL) 9695 382.2 137.39 –24.36
Losers TrebiaAcquisition(TREB) 4713 541.4 9.92 0.00 EquinoxGold(EQX) 7206 5.9 6.67 +0.22 AquestiveTherap(AQST) 10447 359.2 4.03 –1.67
Name (Sym) Volume Close Change %Chg. VerticalAerospace(EVTL) 3959 449.5 10.05 –2.79 LairdSuperfood(LSF) 147 4.6 12.31 –0.78 SolGelTech(SLGL) 295 357.2 6.74 –0.45
CN Finance(CNF) 651 2.99 –1.61 –35.0 AdvMergerPtrsA(AMPI) 323 383.8 9.76 +0.05 FriedmanInds(FRD) 98 3.4 9.47 +0.48 Bottomline(EPAY) 9758 354.1 56.52 +0.39
ZhangmenEducation(ZME) 99 6.05 –2.99 –33.1 EquityDistrA(EQD) 1070 352.9 9.83 +0.02 GoodrichPetrol(GDP) 656 1.8 23.02 +0.03 MatrixService(MTRX) 2583 351.1 7.14 +0.09
Regis(RGS) 15039 1.69 –0.69 –29.0 MauiLand(MLP) 140 332.7 9.82 +0.19 Zedge(ZDGE) 525 0.7 9.61 +0.65 SciPlay(SCPL) 9349 346.1 13.49 –1.49
VerticalAerospace(EVTL) 3959 10.05 –2.79 –21.7 KingswayFin(KFS) 348 292.1 5.50 +0.03 NatlHealthcare(NHC) 114 –0.1 67.74 +1.80 SpruceBio(SPRB) 36802 345.1 3.72 –1.31
BigBear.ai(BBAI) 795 6.85 –1.87 –21.4 ErmenegildoZegna(ZGN) 4582 270.4 12.00 +1.86 AcmeUnited(ACU) 48 –0.3 35.62 +3.25 Willdan(WLDN) 909 339.9 32.08 –9.04
RockleyPhotonics(RKLY) 4213 4.35 –0.99 –18.5 CohnRobbinsA(CRHC) 4998 270.0 9.83 –0.01 MetallaRoyalty(MTA) 802 –2.3 7.28 +0.62 CalAmp(CAMP) 2787 334.1 7.61 –2.15
FullTruck(YMM) 41276 8.30 –1.71 –17.1 NewFrontierHlth(NFH) 5103 266.9 11.58 –0.04 LGL Group(LGL) 49 –2.8 11.50 +0.72 RF Industries(RFIL) 209 249.0 7.42 +0.39
Hagerty(HGTY) 1733 13.65 –2.75 –16.8 FullTruck(YMM) 41276 260.7 8.30 –1.71 Cel-Sci(CVM) 2990 –3.4 8.37 +0.24 Quantum-Si(QSI) 10727 244.2 8.16 +1.92
PMV Consumer(PMVC) 307 252.1 9.81 –0.02 ParkNational(PRK) 157 –4.5 138.17 +4.82 Zix(ZIXI) 13090 234.0 8.48 +0.06
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.
FordMotor(F) 259669 20.25 +0.48 +2.4 CanFiteBiopharm(CANF) 199328 1.37 +0.10 +7.9 SeaChange(SEAC) 360364 1.83 +0.29 +18.8
TrioTech(TRT) 4181 12.54 +3.35 +36.5
AT&T(T) 242784 24.87 +1.09 +4.6 CamberEnergy(CEI) 133109 0.88 –0.17 –16.2 Apple(AAPL) 357799 176.28 +5.14 +3.0
NewPacificMetals(NEWP) 1082 3.42 +0.86 +33.6
Carnival(CCL) 230323 21.20 +2.92 +16.0 Tellurian(TELL) 43590 3.02 +0.06 +2.0 AdvMicroDevices(AMD) 191371 146.14 +8.39 +6.1
LineageCell(LCTX) 11694 2.68 +0.56 +26.4
Pfizer(PFE) 221147 58.71 –0.77 –1.3 Zomedica(ZOM) 41964 0.35 –0.01 –2.8 GaleraTherap(GRTX) 173668 4.72 +1.76 +59.5
Barnwell(BRN) 703 2.99 +0.61 +25.6
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

NIO(NIO) 207037 30.52 +0.52 +1.7 NewGold(NGD) 28743 1.51 +0.16 +11.9 NVIDIA(NVDA) 172247 296.40 +18.39 +6.6
GrupoSimec(SIM) 13 28.85 +5.37 +22.9
AMC Ent(AMC) 187626 28.52 –0.60 –2.1 DenisonMines(DNN) 28246 1.44 +0.05 +3.6 Allakos(ALLK) 167578 10.45 –72.04 –87.3
AeroCentury(ACY) 1029 54.99 +9.50 +20.9
BankofAmerica(BAC) 172589 44.42 +0.54 +1.2 B2Gold(BTG) 27211 3.85 +0.16 +4.3 AmerAirlines(AAL) 153500 18.26 +1.31 +7.7
TakungArt(TKAT) 1849 4.49 +0.58 +14.8
PalantirTech(PLTR) 132646 18.93 –0.13 –0.7 Oragenics(OGEN) 26362 0.48 +0.00 +0.4 Lucid(LCID) 141986 37.64 –2.37 –5.9
Winc(WBEV) 260 5.50 +0.69 +14.3
ItauUnibanco(ITUB) 126387 3.74 +0.04 +1.1 UraniumEner(UEC) 26252 3.42 +0.14 +4.3 MicronTech(MU) 135648 94.42 +11.42 +13.8
Losers NewOrientalEduc(EDU) 117042 2.05 –0.11 –5.1 Senseonics(SENS) 24380 2.95 +0.23 +8.5 Intel(INTC) 108262 51.31 +0.69 +1.4
Name (Sym) Volume Close Change %Chg. Uber(UBER) 105339 43.91 +4.23 +10.7 Globalstar(GSAT) 19486 1.25 –0.03 –2.3 Tesla(TSLA) 1045981067.00+134.43 +14.4
NorwegCruise(NCLH) 92104 22.72 +2.39 +11.8 AsensusSurg(ASXC) 13341 1.14 –0.08 –6.6 SoFiTech(SOFI) 103382 15.09 +0.44 +3.0
Parts Id(ID) 638 2.30 –0.36 –13.5
PetroleoBrasil(PBR) 91354 10.79 0.00 0.0 1847Goedeker(GOED) 13247 2.57 +0.26 +11.3 Nikola(NKLA) 102360 11.09 +1.11 +11.1
Servotronics(SVT) 23 12.69 –0.81 –6.0
Citigroup(C) 84695 60.21 +0.67 +1.1 Ur-Energy(URG) 12171 1.33 +0.04 +3.1 Microsoft(MSFT) 97130 334.69 +10.89 +3.4
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

LairdSuperfood(LSF) 147 12.31 –0.78 –6.0


Alibaba(BABA) 83836 118.66 –3.44 –2.8 LineageCell(LCTX) 11694 2.68 +0.56 +26.4 ContextLogic(WISH) 92232 3.58 +0.35 +10.8
EvansBancorp(EVBN) 50 39.83 –2.44 –5.8
WellsFargo(WFC) 81519 48.36 +0.41 +0.9 PalatinTech(PTN) 10740 0.52 –0.01 –1.4 Comcast A(CMCSA) 83342 50.03 +1.28 +2.6
Birks(BGI) 668 4.53 –0.26 –5.4
EnergyTransfer(ET) 79256 8.22 –0.13 –1.6 GreatPanther(GPL) 9983 0.25 –0.01 –4.7 CiscoSystems(CSCO) 76802 62.28 +1.82 +3.0
Cohen(COHN) 61 15.60 –0.82 –5.0
Vale(VALE) 78377 13.91 –0.09 –0.6 NorthernDynasty(NAK) 9385 0.35 –0.00 –0.0 Zynga(ZNGA) 72458 6.56 –0.01 –0.2
ActiniumPharm(ATNM) 456 6.66 –0.34 –4.9
Verizon(VZ) 78185 52.68 –0.49 –0.9 AgEagleAerial(UAVS) 8845 1.90 +0.07 +3.8 Tilray(TLRY) 71781 7.84 –0.14 –1.8
NanoViricides(NNVC) 386 3.94 –0.20 –4.8
SouthwesternEner(SWN) 78121 4.65 +0.14 +3.1 iBio(IBIO) 8552 0.67 +0.01 +1.0 Cerner(CERN) 71287 91.84 +2.07 +2.3
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. Pfizer(PFE) 13117375 58.71 –0.77 –1.3 CheniereEnergy(LNG) 680163 103.95 +3.54 +3.5 Tesla(TSLA) 1011924471067.00+134.43 +14.4
GaleraTherap(GRTX) 173668 4.72 +1.76 +59.5 Alibaba(BABA) 9778189 118.66 –3.44 –2.8 CanFiteBiopharm(CANF) 415571 1.37 +0.10 +7.9 Apple(AAPL) 60288293 176.28 +5.14 +3.0
IsoPlexis(ISO) 3404 8.05 +2.92 +56.9 BankofAmerica(BAC) 7540524 44.42 +0.54 +1.2 Tellurian(TELL) 128817 3.02 +0.06 +2.0 NVIDIA(NVDA) 49040665 296.40 +18.39 +6.6
LuciraHealth(LHDX) 2594 8.25 +2.80 +51.4 Boeing(BA) 7424824 204.22 +11.59 +6.0 CamberEnergy(CEI) 115414 0.88 –0.17 –16.2 Amazon.com(AMZN) 345485593421.37 +21.02 +0.6
XilioTherap(XLO) 456 16.00 +5.40 +50.9 JPMorganChase(JPM) 6363382 157.26 +0.50 +0.3 B2Gold(BTG) 102337 3.85 +0.16 +4.3 Microsoft(MSFT) 31568979 334.69 +10.89 +3.4
Dogness(DOGZ) 7104 7.65 +2.11 +38.1 NIO(NIO) 6042837 30.52 +0.52 +1.7 UraniumEner(UEC) 88688 3.42 +0.14 +4.3 AdvMicroDevices(AMD) 26970916 146.14 +8.39 +6.1
uCloudlink(UCL) 943 3.30 +0.83 +33.6 AT&T(T) 5899808 24.87 +1.09 +4.6 Senseonics(SENS) 67048 2.95 +0.23 +8.5 MetaPlatforms(FB) 21237235 335.24 +1.45 +0.4
CandelTherap(CADL) 284 8.40 +2.06 +32.5 Visa(V) 5771830 216.62 +4.74 +2.2 EnergyFuels(UUUU) 63151 7.95 +0.71 +9.8 Alphabet A(GOOGL) 149110062938.33+103.83 +3.7
Intra-Cellular(ITCI) 11792 51.65 +12.49 +31.9 Shopify(SHOP) 57686671439.33+115.93 +8.8 NorthernOil&Gas(NOG) 58429 19.93 +0.75 +3.9 Moderna(MRNA) 14049364 249.99 –44.81 –15.2
Block(SQ) 5616331 167.71 +0.65 +0.4 AeroCentury(ACY) 50967 54.99 +9.50 +20.9 MicronTech(MU) 12034454 94.42 +11.42 +13.8
Losers AMC Ent(AMC) 5506927 28.52 –0.60 –2.1 TrioTech(TRT) 49085 12.54 +3.35 +36.5 Alphabet C(GOOG) 103485612942.85 +86.79 +3.0
Name (Sym) Volume Close Change %Chg. Disney(DIS) 5419808 153.63 +4.87 +3.3 EquinoxGold(EQX) 46134 6.67 +0.22 +3.4 Broadcom(AVGO) 7821188 664.80 +29.84 +4.7
Allakos(ALLK) 167578 10.45 –72.04 –87.3 Nike(NKE) 5203739 165.67 +4.31 +2.7 ImperialOil(IMO) 42389 35.30 +2.40 +7.3 Adobe(ADBE) 7794057 569.62 +12.98 +2.3
SummitTherap(SMMT) 3565 3.03 –1.95 –39.2 FordMotor(F) 5108828 20.25 +0.48 +2.4 StandardLithium(SLI) 42197 8.95 0.00 0.0 PayPal(PYPL) 7533153 192.01 +5.81 +3.1
DBV Tech(DBVT) 22250 1.69 –1.08 –39.0 HomeDepot(HD) 5053744 397.07 +9.09 +2.3 NewGold(NGD) 40377 1.51 +0.16 +11.9 Cerner(CERN) 6447315 91.84 +2.07 +2.3
InnovAge(INNV) 14989 5.31 –2.86 –35.0 Citigroup(C) 4959895 60.21 +0.67 +1.1 DenisonMines(DNN) 38292 1.44 +0.05 +3.6 Novavax(NVAX) 5934301 177.25 –40.07 –18.4
CytomXTherap(CTMX) 22619 4.22 –2.17 –34.0 Salesforce.com(CRM) 4925403 253.14 +0.21 +0.1 1847Goedeker(GOED) 34185 2.57 +0.26 +11.3 Netflix(NFLX) 5759121 614.09 +27.36 +4.7
TarenaIntl(TEDU) 982 1.47 –0.68 –31.8 Mastercard(MA) 4837074 360.58 +11.27 +3.2 LineageCell(LCTX) 29328 2.68 +0.56 +26.4 Lucid(LCID) 5397633 37.64 –2.37 –5.9
AquestiveTherap(AQST) 10447 4.03 –1.67 –29.3 Oracle(ORCL) 4640995 89.72 –6.90 –7.1 NexGenEnergy(NXE) 24923 4.48 +0.32 +7.7 Intel(INTC) 5335466 51.31 +0.69 +1.4
EQRx(EQRX) 2170 6.21 –2.48 –28.5 Carnival(CCL) 4604225 21.20 +2.92 +16.0 CheniereEnerPtrs(CQP) 24715 41.59 +1.10 +2.7 CiscoSystems(CSCO) 4660746 62.28 +1.82 +3.0

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
December 27, 2021 BARRON’S 43

Research Reports
How Analysts Size Up Companies
These reports, excerpted and edited by Barron’s, were issued recently by investment and experiencing positive two-year stacked with a buy rating and $103 price target.
growth year to date. As a result, despite our After the spinoff of GXO Logistics, we view
research firms. The reports are a sampling of analysts’ thinking; they should not be expectation for the company to realize $50 the company as a more focused, pure-play
considered the views or recommendations of Barron’s. Some of the reports’ issuers have million to $60 million of excess ocean freight transportation provider. Its core North
provided, or hope to provide, investment-banking or other services to the companies and supply-chain costs between third-quarter American LTL [less than truckload] busi-
being analyzed. 2021 and second-quarter 2022, we remain en- ness is the third largest nonunion carrier
couraged by Joann’s profit-and-loss progres- and has seen over 1,000 basis points of OR
sion and see a path to an acceleration in improvement since 2015. It is the third-larg-
Darden Restaurants • DRI-NYSE to acquire Bank of the West and its subsid- trends once management restarts its refresh est truck broker in North America with a
Buy • Price $142.91 on Dec. 22 iaries for $16.3 billion (C$20.95 billion). and relocation initiatives. We are lowering leading-edge digital platform. We see oppor-
by Stifel Upon closing, BMO will have 3.8 million cus- our estimates but reiterating our Buy rating tunity for yield increases and margin expan-
tomers, a strong position in three of the top with a $14 price target. sion but also other ways for the company to
We are upgrading Darden to Buy from five U.S. markets, and a footprint in 32 enhance shareholder value. The stock has
Hold. Shares declined following a strong states. We like this bold deployment of capi- XPO Logistics • XPO-NYSE materially underperformed since the spin,
earnings report, which we believe was tal from BMO, and we are upgrading the Buy • Price $73 on Dec. 22 after LTL margins disappointed in the third
driven by the concurrent announcement of stock as a result. Shorter term, we think the by Benchmark quarter, and we see the potential for a re-
CEO Gene Lee’s retirement at the end of stock might be challenged, as there are a lot rating as the company executes its LTL
May. While we were not surprised by the of moving parts between now and closing We are initiating coverage of XPO Logistics turnaround plan.
initial weakness, we are confident investors that some investors might fret over (e.g.,
will quickly realize that his successor, Rick capital build, regulatory uncertainty, etc.).
Cardenas, can continue to guide the com- However, assuming that the transaction INSIDER TRANSACTIONS: Recent Filings
pany on a similar strategic growth path. We goes according to plan, we find the deal Purchases Sales
$ Val $ Val
believe that Cardenas’ views as chief finan- compelling both strategically and financially. Company /Symbol Insiders Shares (000's) Company /Symbol Insiders Shares (000's)
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

cial officer/chief operating officer have Price target: $124.81. Venus ConceptVERO 4 5,620,000 7,027 Zoominfo TechnologiesZI 2 765,000 47,309
greatly influenced Darden’s direction in re- Starwood Property Trust STWD 2 224,000 5,077 Verisk Analytics VRSK 2 203,640 45,592
Net 1 Ueps Technologies UEPS 3 965,370 4,604 AirbnbABNB 3 234,166 38,427
cent years. Darden continues to report solid Wejo • WEJO-Nasdaq
Hyatt Hotels H 1 48,000 4,006 Zoom Video Communications ZM 3 195,872 35,352
results, and we believe that the company is Outperform • Price $5.26 on Dec. 21 Claros Mortgage Trust CMTG 1 114,904 1,905 Datadog DDOG 4 220,628 35,003
well positioned to outperform peers in a by Wedbush Chewy CHWY 1 32,278 1,794 WorkdayWDAY 3 111,039 30,432
Funko FNKO 1 99,300 1,710 ZscalerZS 4 96,925 30,307
challenging operating environment. Target Everbridge EVBG 4 22,700 1,514 Abbvie ABBV 3 195,612 25,451
price: $165. We are initiating coverage of Wejo with an Tpi Composites TPIC 2 103,000 1,500 Arvinas ARVN 2 370,705 24,883
American Assets Trust AAT 1 41,076 1,472 Bank7 BSVN 1 1,000,000 22,000
Outperform rating and a $10 price target.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Amneal Pharmaceuticals AMRX 3 350,000 1,462 Chargepoint CHPT 2 1,046,913 21,276


Wejo is a cloud, data, and analytics software Parsons PSN 2 40,000 1,247 Crowdstrike CRWD 3 92,985 19,088
Nike • NKE-NYSE platform with unique data supply direct Coastal Financial CCB 2 25,191 1,020 Agilent Technologies A 2 124,259 18,495
Independence Contract Drilling ICD 1 300,000 924 Cmc MaterialsCCMP 5 99,721 18,413
Outperform • Price $156.98 on Dec. 20 from roughly 12 million live vehicles and 17
Mgp IngredientsMGPI 1 10,000 841 ChewyCHWY 5 335,415 18,358
by Cowen billion-plus data points a day. Wejo is a pio- Accelerate Diagnostics AXDX 1 165,718 794 QuantumscapeQS 2 714,713 17,987
neer around ingesting data for consumers Perrigo Company PRGO 3 21,000 776 Salesforce.ComCRM 3 66,310 16,741
Steel Partners SPLP 1 20,500 769 1 80,000 16,051
Nike reported second-quarter earnings per on the automotive life cycle, which is becom- Ford Motor F 1 38,789 750
RokuROKU
Customers BancorpCUBI 2 251,701 14,689
share of $0.83, above our Street-high esti- ing increasingly more important in this au- Synalloy SYNL 1 48,773 682 MorningstarMORN 1 43,007 14,301
mate of $0.75 and well ahead of consensus of tonomous and electric-vehicle transforma- An insider is any officer, director or owner of 10% or more of a class of a company's securities. In most cases, an insider must report any trade to the
$0.63. Gross margin expanded 279 basis tion for the next decade....Wejo is in a SEC within two business days. The tables highlight companies that filed with the SEC through last Wednesday. The tables do not include pension-
plan or employee stock-option activity, trades by beneficial owners of 10% or more, trades under $2 per share or trades under 100 shares. The
points year over year to 45.9% (ahead of our unique position to be able to unlock a mas- "Purchases" column includes only open-market and private purchases; the "Sales" column includes only open-market and private sales, and
estimate of 44.4%), marking the highest sive total addressable market, and we be- excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters

second-quarter level in more than 15 years. lieve that the company will be a major
After adjusting our estimates, we are rais- player in the connected vehicle data market INSIDER TRANSACTIONS RATIO
ing our price target to $192, representing 40 in both the consumer and commercial seg-
152
times our fiscal-2023 estimated EPS, 31 ments. Price target: $10.
133
times enterprise value to Ebitda, and six
times EV/sales. Joann • JOAN-Nasdaq
Bearish
114

Buy • Price $9.92 on Dec. 22 95


by Guggenheim 76
Bank of Montreal •BMO-NYSE Ratio = 13
57
Outperform • Price $102.61 on Dec. 20 Although Joann’s third-quarter operating re- 38
by RBC Capital Markets sults were mixed—modest net sales shortfall
19
offset by better-than-expected adjusted gross Bullish 0
Bank of Montreal announced an agreement margin and healthy expense control (we con- D J F M A M J J A S O N D
tinue to see relative stability in two-year net
To be considered for this section, material sales trends, with both main categories— Ratio of Insiders Sales to Buys. Readings under 12:1 are Bullish. Those over 20:1 are Bearish.
should be sent to Research@barrons.com. sewing and arts and crafts/home decor— The total top 20 sales and buys are 510,156,230 and 39,874,348 respectively; Source: Thomson Reuters
44 BARRON’S December 27, 2021

Market View
This commentary was issued recently by money managers, research firms,
and market newsletter writers and has been edited by Barron’s.
”We see nothing but positives for gold, given the Fed’s inadequate response to rising inflation,
which is no longer seen as temporary, or transitory, but a more ’sticky’ feature of the economy.“
—RICHARD MILLS, Ahead of the Herd

Non-U.S. Markets: A Decent Year Surging Inflation, and... chasing power since 1950. Since 1972, gold nounced that it will be reducing at a faster-
has gone from $35 an ounce to $1,800. than-anticipated rate the amount of stimulus
Cumberland Advisors Market Commentary Commentary & Analysis —RICHARD (RICK) MILLS it has been injecting into the system, which
Cumberland Advisors Maria Fiorini Ramirez Inc. is a negative for the market. Once it stops
cumber.com mfr.com ESG Trends in Real Estate adding money, it will eventually be raising in-
terest rates to combat the higher levels of in-
Dec. 22: Global equities as measured by the Dec. 23: Most important from a monetary- Green Street Blog flation that the Fed itself helped create.
MSCI ACWI Index of global large- and policy perspective is the path of sequential Green Street The true test of this policy change will
mid-cap stocks rose a healthy 16.3% year to inflation. Recent acceleration in core infla- greenstreet.com be whether the Fed adheres to its new way
date, as of Dec. 17. However, when U.S. tion has been centered in the lesser- of thinking, or falters and isn’t as aggressive
stocks are excluded, whereas the S&P 500 weighted goods segment, with supply-chain Dec. 21: The growth of the E in ESG (envi- as it should be in fighting inflation. As it
index advanced by 23%, the international problems causing shortages and driving up ronmental, social and governance) is becom- gets deeper into this new policy, another
equity markets gained a modest 6.2%, ac- prices. While core service prices have also ing more important for real estate investors. significant thing to watch for will be
cording to the MSCI ACWI-ex USA Index. accelerated, they have yet to seriously That will translate into much more action whether it goes too far and drains too much
This number hides great variation among break out on the upside. However, with (among property owners and tenants). liquidity from the system and raises interest
markets. The advanced-economy markets, labor costs rising rapidly, there is a signifi- a been accelerated
In the U.S., evolution has rates too far, too fast. This is something the
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

with the MSCI EAFE Index up 9.5%, con- cant risk that the much heavier-weighted u ing the Covi
dur v d era. Now, investors ar
a e very Fed has done far too often, and it eventually
tinued to outperform the emerging markets, service sector could join with the goods sec- sensitized to “the grg een risk” in the property puts an end to any market advance.
where the MSCI Emerging Market Index tor to drive the overall core index up at a market. As a result, you’re seeing many —DONALD L. SAZDANOFF
lost 3.3%. An unexpected slowdown in China faster rate than currently. sophisticated owners taking action. A lot of
in the second half, resulting from Covid out- —JOSHUA SHAPIRO them have plans for either some net-zero tar a- Dollar Is Poised to Rally
breaks, restrictive government actions af- gets, or a g great reduction in gr
g eenhouse-gas
fecting the technology and internet sectors, ...the Case for Gold emissions, and those plans are going to Weekly Technical Review
and financial problems in the important real become more real in the coming years. This Macro Tides
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

estate sector, hit earlier highflying Chinese Articles holds true for public and private companies. macrotides.com
equities, with the MSCI China Index down Ahead of the Herd It will translate into more capex (for build-
21.3% year to date (as of Dec. 17). aheadoftheherd.com ing owners), and that capex could be costly, in Dec. 20: On Dec. 15, the dollar jumped to
Aside from China stocks, emerging mar- the sense of reducing the value of some sec- 96.91, barely below the prior high of 96.94
kets as a group have performed almost as Dec. 21: Interest rates are staying at zero tors in order to achieve net zero by 2% to 5% on Nov. 24, after the FOMC doubled the
well as advanced ones, with the MSCI for now, and we have a very modest set of over time. That said, owners of quality, green, taper. The dollar quickly reversed lower
Emerging Markets-ex China Index gaining increases next year that will do next to or LEED-certified office buildings should after the Bank of England increased its pol-
8.4%. There have been wide differences in nothing to reduce inflation. How can a [one greatly outperform owners of office buildings icy rate and the ECB indicated a less ac-
the performance of individual national mar- percentage point] increase at the high end that aren’t going to take the green path. commodative posture by the end of the first
kets, with a number of Asian markets out- of the range possibly do anything to stop Look for sustainability to be an increas- quarter. The pound and euro weakened on
performing and Latin American markets the 9% increase in goods prices and the 7% ingly important part of the real estate busi- Friday, Dec. 17, as Covid cases soared in
generally underperforming. Similarly, inflation in services? ness in 2022 and beyond, and for investors England and the Netherlands shut its econ-
advanced-economy market performance var- Is it any wonder that spot gold shot up who know how to price the cost of becoming omy down for a month. Although the dollar
ied, with France, Sweden, Switzerland, and immediately following the Federal Reserve green to have an advantage over others. hasn’t corrected to 94.50-95.00 as expected,
Canada outperforming and Japan underper- announcement, two days later hitting —CEDRIK LACHANCE it hasn’t made any upside progress.
forming. While many factors account for $1,812? The dollar is still expected to pull back,
such differences, this year’s experiences We see nothing but positives for gold, Will the Fed Go Too Far, Too Fast? but its relative strength index has fallen
with Covid and government pandemic poli- given the Fed’s inadequate response to rising from 75.1 on Nov. 24 to 57.8 on Dec. 20, so
cies, in particular with regard to vaccination inflation, which is no longer seen as tempo- Summary the dollar is working off its overbought con-
progress, have been important.... rary, or transitory, but a more ‘sticky’ feature The Sovereign Advisor dition without much price erosion. This is a
At Cumberland Advisors, we continue to of the economy. The longer that energy, food, sazdanoffsovereign@neo.rr.com sign of strength. This reinforces the longer-
expect positive growth in corporate earn- and transportation prices, three main compo- term view that the dollar will rally toward
ings and equity prices over the course of nents of the CPI, remain elevated, the better Dec. 20: At this time, the two biggest market 100 in the first half of 2022.
2022. Our International and Global Equity it is for gold, the oldest and arguably most worries are the government response to this —JIM WELSH
ETF Portfolios are close to fully invested, successful hedge against inflation. [coronavirus] variant and the Fed’s response
with a focus on advanced-economy markets Inflation erodes the purchasing power of to what is now rampant inflation, which is To be considered for this section, material, with
in Europe, Asia, and Canada. fiat currencies, and eventually they become turning out to be stronger and more long- the author’s name and address, should be sent
—WILLIAM H. WITHERELL worthless. The dollar has lost 90% of its pur- lived than anticipated. So far, the Fed has an- to MarketWatch@barrons.com.
December 27, 2021 BARRON’S 45

New York Stock Exchange Composite List


52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt.
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt.
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt. FIVE-DAY DOW COMPOSITE
16.94 10.69 ApolloComRlEst ARI 10.4 10 13.46 +0.48 .35
60.59 17.30 Alcoa AA ... 14 59.36 +5.63 ... 81.07 45.40 ApolloGlbMgmt APO 2.7 9 74.27 +3.93 .50 A Choice of Pills: Two Covid pills got authorized. The Dow Industrials
A 87.49 64.41 Alcon ALC .1 cc 86.62 +2.08 .1099 12.31 10.00 ApolloStratGr APSG.UT ... ... 10.07 –0.19 ...
26.57 14.89 Alexander&Baldwin ALEX 2.7 59 24.52 +0.96 .18 11.40 9.64 ApolloStratGrA APSG ... 77 9.90 +0.03 ... rose 1.7% through the week’s close on Thursday. Boeing finished up 6%,
45.49 30.90 AAR AIR ... 19 38.50 +2.75 ... 308.39 246.15 Alexanders ALX 6.9 18 260.09 +7.40 4.50 2.93 0.75 ApolloStratGrWt APSG.WT ... ... 1.30 +0.05 ...
38.03 27.51 ABB ABB 1.8 42 37.77 +1.01 .6957 220.00 154.37 AlexandriaRlEst ARE 2.1 33 217.63 +2.26 1.15 10.96 9.73 ApolloStratGrII APGB.UT ... ...
64
9.94 –0.02 ... after an auspicious regulatory ruling, while Verizon ended down 0.9%.
55.48 36.31 ABMIndustries ABM 1.9 22 41.53 +1.27 .195 53.01 44.18 AlgonquinPwrUn AQNU 8.0 ... 46.38 +1.01 .9688 10.05 9.64 ApolloStratII A APGB ... 9.77 –0.01 ...
9.77 7.58 ACCO Brands ACCO 3.7 10 8.05 –0.07 .075 17.86 13.39 AlgonquinPwr AQN 4.8 15 14.32 +0.40 .1706 1.68 0.81 ApolloStratII Wt APGB.WT ... ... .92 –0.09 ... Monday Tuesday Wednesday Thursday Friday
4 274.29 108.70 Alibaba BABA ... 17 118.66 –3.44 ... 17.44 12.29 AppleHospREIT APLE .2 dd 16.21 +1.01 .01
18.43 10.67 AcresCmclRlty ACR ... 12.39 +0.13 ...
14.51 8.46 Alight ALIT ... dd 10.75 +0.59 ... 109.87 70.08 AppliedIndlTechs AIT 1.3 24 101.57 +1.44 .33 36120
37.82
11.78
18.33
6.73
ADC Therap
ADT
ADCT
ADT
...
1.6
dd
dd
21.26
8.56
+1.36
+0.49
...
.035 4.33
737.89
1.26
563.47
AlightWt
Alleghany
ALIT.WT
Y
...
...
...
14
2.76
652.83
+0.14
–5.00
...
...
158.97
180.81
112.37
127.06
Aptargroup
Aptiv
ATR
APTV
1.3
...
33
55
116.33
162.40
+0.44
+3.98
.38
...
36000 H
12.41 10.00 AEA-Bridges IMPX.UT ... ... 10.61 –0.02 ... 35880
11.42
2.33
9.58
0.58
AEA-BridgesA
AEA-BridgesWt
IMPX
IMPX.WT
...
...
cc
...
10.03
1.20
+0.03
–0.05
...
...
25.04
148.70
73.10
13.85
106.52
56.84
AlleghenyTechs
Allegion
Allete
ATI
ALLE
ALE
...
1.1
3.9
dd
25
22
15.58
127.28
64.62
+0.29
–0.61
+0.67
...
.36
.63
43.12
20.74
36.58
31.22
13.54
20.50
Aramark
ArborRealty
ArcelorMittal
ARMK
ABR
MT
1.2
7.6
.8
dd
8
3
36.05
18.12
32.08
+2.10
+1.05
+0.05
.11
.36
.255
35760 O
76.71 47.96 AECOM ACM .8 65 75.86 +2.46 .15 35640
29.07
58.52
22.60
42.96
AES
Aflac
AES
AFL
2.7
2.8
31
9
23.55
57.69
–0.54
+0.85
.158
.40
102.23
57.54
52.07
32.75
AllianceData
AllianceBernstein
ADS
AB
1.2
7.3 14
4 69.07
48.97
+2.10
+1.91
.21
.89
105.58
22.01
39.02
9.62
ArchResources
ArchaeaEnergy
ARCH
LFG
1.1
...
87
dd
89.06
18.03
+1.91
+1.19
.25
... 35520
L
46.40 32.55 AllisonTransm ALSN 2.2 10 34.60 +0.06 .19 18.60 5.20 ArcherAviation ACHR ... dd 6.86 +0.22 ... (Prev Fri's
158.62
14.88
100.24
8.31
AGCO
AG Mortgage
AGCO
MITT
.7
7.6
12
1
115.60
10.62
+3.21
+0.18
.20
.21 140.00 102.55 Allstate ALL 2.8 5
6
114.13 –0.01 .81 6.44
69.30
0.92
49.02
ArcherAviationWt
ArcherDaniels
ACHR.WT
ADM
...
2.3
...
14
1.38
65.44
+0.09
+0.17
...
.37
35400 Close) I
15.23 7.79 a.k.a.Brands AKA ... ... 8.73 +0.09 ... 56.61 34.25 AllyFinancial ALLY 2.1 47.58 +1.34 .25 35280
6.99
72.62
124.62
1.91
67.32
AMC Ent
AMN Healthcare
AMC
AMN
...
...
dd
27
28.52
122.33
–0.60
+7.92
...
...
69.29
20.75
10.52
14.05
AlphaMetal
AlpineIncmProp
AMR
PINE
...
5.3
dd
cc
56.31
19.11
+4.92
+0.09
...
.27
10.80
38.49 21.80
Archrock
Arconic
AROC
ARNC
7.7
...
44
dd
7.53
33.84
+0.13
+1.35
.145
... 35160 D
17.38 9.00 AltaEquipment ALTG ... dd 14.79 +0.33 ... 6.72 4.33 ArcosDorados ARCO ... 51 5.33 +0.21 ... 35040
3.08
9.75
10.14 10.05
AMTD Intl
APAcqnUn
HKIB
APCA.UT
...
...
...
...
3.17
10.12
–0.03
+0.03
...
... 10.16
140.36
9.50
58.75
AltC Acqn
Alteryx
ALCC
AYX
...
...
...
dd
9.79
63.36
–0.01
+1.39
...
...
68.46
10.56
47.65
9.82
Arcosa
ArctosNthStar
ACA
ANAC.UT
.4
...
36
...
51.89
10.01
+0.39
+0.03
.05
... 34920 -433.28 A
3.49 1.37 ARC Document ARC 5.9 19 3.38 +0.09 .05 10.20 9.44 ArctosNorthA ANAC ... 52 9.77 –0.01 ...
9.62
131.00
5.65
79.99
ASETech
ASGN
ASX
ASGN
2.9
...
11
17
7.57
120.90
+0.27
+1.72
.3017
...
38.30
11.00
10.28
14.33
9.14
9.81
AlticeUSA
AltimarAcqnII
AltimarAcqnIII
ATUS
ATMR
ATAQ.UT
...
...
...
cc
7
...
16.14
10.53
9.91
+0.43
+1.18
–0.03
...
...
...
1.40
49.10
0.60
22.36
ArctosNorthWt
ArcusBiosci
ANAC.WT
RCUS
...
...
...
dd
.82
44.59
+0.03
+2.99
...
...
34800
34680
+560.54 +261.19 +196.67 Y
33.88 22.02 AT&T T 8.4 cc 24.87 +1.09 .52 9.98 9.65 AltimarAcqnIIIA ATAQ ... ... 9.75 +0.01 ... 12.43 8.38 ArdaghMetalPkg AMBP ... dd 8.89 +0.26 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
13.05 2.66 ATI PhysTherapy ATIP ... dd 3.30 +0.05 ... 1.51 0.66 AltimarIIIWt ATAQ.WT ... ... .90 ... ... 3.00 1.08 ArdaghMetalWt AMBP.WT ... ... 1.93 ... ...
4.00 0.31 ATIPhysTherapyWt ATIP.WT ... ... .37 –0.03 ... 15.21 9.76 AltimeterGrw2 AGCB ... dd 9.82 +0.01 ... 5.43 3.07 ArdmoreShipping ASC ... dd 3.51 +0.08 ...
19.05 8.42 A10Networks ATEN 1.2 14 16.26 +1.22 .05 52.59 40.00 Altria MO 7.7 32 46.70 –1.55 .90 10.80 9.74 AresAcqn AAC.UT ... ... 9.93 –0.02 ...
58.61 44.26 AXIS Capital AXS 3.3 11 52.08 +0.52 .43 11.35 8.96 AltusPower AMPS ... dd 10.30 +0.13 ... 10.00 9.50 AresAcqnA AAC ... ... 9.75 –0.03 ...
51.32 33.68 AZEK AZEK ... 75 44.58 +1.73 ... 3.14 0.79 AltusPowerWt AMPS.WT ... ... 2.64 +0.36 ... 1.40 0.75 AresAcqnWt AAC.WT ... ... .88 –0.04 ... 52-Week Tick Div 52-Week Tick Div
58.59 46.07 AZZ AZZ 1.3 18 54.30 +1.77 .17 23.90 7.57 AlumofChina ACH ... 18 14.58 +1.14 ... 16.98 11.16 AresCommRealEst ACRE 8.9 10 14.75 +0.68 .02
37.49 16.20 Aaron's AAN 1.6 9 24.49 +0.44 .10 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
18.63 13.09 AmbacFin AMBC ... dd 15.47 +0.67 ... 90.08 44.43 AresMgmt ARES 2.3 42 81.36 +4.67 .47
140.23 105.36 AbbottLabs ABT 1.4 34 139.16 +2.05 .47 5.94 2.65 AmbacFinWt AMBC.WT ... ... 4.12 +0.61 ... 55.99 36.60 Argan AGX 2.6 13 38.17 +0.57 .25 53.60 17.28 AzurePowerGlbl AZRE ... dd 18.57 +0.33 ... 32.56 22.25 BenchmarkElec BHE 2.5 31 26.43 +1.95 .165
133.77 101.81 AbbVie ABBV 4.2 32 133.09 +3.56 1.41 3.95 2.38 Ambev ABEV 3.7 15 2.74 –0.07 .0839 61.30 39.74 ArgoGroup ARGO 2.2 21 55.75 +1.48 .31 12.25 5.50 BensonHill BHIL ... ... 7.54 +0.44 ...
48.97
23.33
19.64
13.48
Abercrombie&Fitch
AcadiaRealty
ANF
AKR
...
2.8 cc
8 34.36
21.38
+0.81
+0.90
...
.15
22.87
12.92
7.80
10.33
AmbrxBio
Amcor
AMAM
AMCR
...
4.1
...
19
9.06
11.66
+0.11
–0.13
...
.12
15.89
144.54
10.06
65.52
ArisWater
AristaNetworks
ARIS
ANET
2.3
...
...
58
12.11
141.85
+1.49
+6.82
.07
... B 4.68
0.66
1.01
0.48
BensonHillWt
BerensonAcqnIWt
BHIL.WT
BACA.WT
...
...
...
...
1.23
.54
+0.13
+0.05
...
...
14.10 9.13 AccelEnt ACEL ... 55 13.19 +0.40 ... 90.77 69.79 Ameren AEE 2.5 23 87.02 +0.61 .55 4.42 3.35 ArlingtonAsset AAIC ... dd 3.56 +0.07 ... 10.06 9.17 BerensonAcqnI BACA.UT ... ... 9.95 –0.07 ...
10.24 9.73 AccelerateAcqn AAQC.UT ... ... 10.01 –0.01 ... 101.86 37.70 Ameresco AMRC ... 61 77.91 +0.56 ... 10.49 5.48 ArloTech ARLO ... dd 10.21 +0.87 ... 19.54 4.00 Bark BARK ... dd 4.20 +0.11 ... 9.79 9.65 BerensonAcqnI BACA ... ... 9.75 +0.05 ...
9.96 9.60 AccelerateA AAQC ... cc 9.70 –0.02 ... 21.00 12.70 AmericaMovil AMX 1.7 14 20.75 +0.55 .1964 15.64 10.62 ArmadaHoffler AHH 4.5 87 15.14 +0.74 .17 6.23 0.51 BarkWt BARK.WT ... ... .59 –0.06 ... 84.93 61.49 Berkley WRB .6 14 80.17 –0.23 1.00
1.31 0.69 AccelerateWt AAQC.WT ... ... .92 +0.01 ... 20.77 12.76 AmericaMovil A AMOV 1.9 14 20.68 +0.64 .1964 12.56 9.02 ArmourRes ARR 12.2 6 9.84 +0.33 .10 47.84 26.33 B&G Foods BGS 6.1 24 31.23 +0.03 .475 454550 337000 BerkHathwy A BRK.A ... 8 444654 +1350.00 ...
413.65 241.73 Accenture ACN 1.0 42 403.31 +7.07 .97 40.83 27.21 AmericanAssets AAT 3.3 94 36.36 +0.71 .30 6.96 1.70 ArmstrongFlooring AFI ... dd 1.85 +0.07 ... 53.00 42.34 BCE BCE 5.5 21 51.30 +0.32 .7011 301.58 224.21 BerkHathwy B BRK.B ... 8 294.49 +0.83 ...
10.10 9.90 AcropolisInfr ACRO.UT ... ... 9.95 –0.15 ... 13.06 7.86 AmericanAxle AXL ... 12 9.34 +0.40 ... 118.14 70.83 ArmstrongWorld AWI .8 31 114.12 +4.12 .231 2.87 0.80 BEST BEST ... dd .93 +0.01 ... 29.16 16.35 BerkshireHills BHLB 1.7 12 28.37 +0.50 .12
9.82 9.62 AcropolisInfrA ACRO ... ... 9.70 –0.02 ... 56.28 40.01 AmCampus ACC 3.4 cc 55.72 +0.03 .47 131.56 95.73 ArrowElec ARW ... 10 130.88 +5.66 ... 16.91 11.45 BGSF BGSF 3.4 13 14.01 +0.11 .12 72.95 48.65 BerryGlobal BERY ... 13 70.31 +1.43 ...
224.59 114.54 AcuityBrands AYI .2 25 208.99 +5.47 .13 38.99 19.70 AmerEagle AEO 3.1 13 23.25 +0.20 .18 57.65 43.06 ArtisanPtrsAsset APAM 8.3 10 46.95 +1.20 1.07 82.07 51.88 BHP Group BHP 10.0 14 59.92 +1.65 4.00 141.97 94.54 BestBuy BBY 2.9 9 98.08 –1.95 .70
57.87 38.57 Acushnet GOLF 1.3 17 51.69 +0.28 .165 38.94 26.21 AmEqtyLf AEL .9 11 38.56 +1.71 .34 145.79 25.41 Asana ASAN ... dd 77.90 +3.15 ... 68.05 49.50 BHP Group BBL 10.2 14 59.27 +1.71 4.00 73.23 40.06 BigLots BIG 2.8 7 42.24 –0.31 .30
11.77 5.98 Adecoagro AGRO ... 7 7.25 +0.12 ... 189.03 112.10 AmerExpress AXP 1.0 17 164.19 +4.18 .43 230.97 137.16 AsburyAutomotive ABG ... 7 164.42 +0.32 ... 35.00 4.06 BitMining BTCM ... dd 7.05 +0.24 ... 10.21 6.61 BigBear.ai BBAI ... dd 6.85 –1.87 ...
53.17 30.47 Adient ADNT ... 4 46.87 +2.43 ... 146.63 79.21 AmericanFin AFG 1.7 5 135.40 –0.28 4.00 10.19 10.04 AscendantDigIII ACDI.UT ... ... 10.07 –0.06 ... 74.09 36.71 BJ'sWholesale BJ ... 21 64.26 –1.19 ... 1.75 0.65 BigBear.aiWt BBAI.WT ... ... .81 –0.12 ...
10.78 9.79 AditEdTech ADEX.UT ... ... 10.20 –0.02 ... 42.95 28.63 AmHomes4Rent AMH .9 cc 42.47 +0.85 .10 77.90 9.27 AshfordHosp AHT ... dd 11.02 +0.89 ... 10.22 8.80 BoaAcqn BOAS.UT ... ... 10.02 +0.07 ... 948.97 525.00 BiglariA BH.A ... 6 718.67 –6.33 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

10.24 9.44 AditEdTechA ADEX ... dd 9.86 –0.01 ... 62.54 36.80 AIG AIG 2.3 9 56.57 +2.46 .32 110.74 77.03 AshlandGlobal ASH 1.2 29 104.31 +0.56 .30 9.91 9.61 BoaAcqnA BOAS ... 58 9.82 ... ... 188.50 106.00 BiglariB BH ... 6 145.00 –4.25 ...
1.39 0.42 AditEdTechWt ADEX.WT ... ... .78 –0.02 ... 20.38 7.71 AmRltyInv ARL ... 18 11.54 +0.33 ... 65.99 15.21 AspenAerogels ASPN ... dd 50.79 +2.87 ... 1.04 0.50 BoaAcqnWt BOAS.WT ... ... .58 +0.03 ... 348.50 109.65 Bill.com BILL ... dd 253.38 +8.64 ...
43.85 26.66 AdtalemGlbEduc ATGE ... dd 30.02 +1.81 ... 102.84 70.07 AmerStWater AWR 1.5 39 100.35 –0.72 .365 29.54 21.83 AssetMarkFin AMK ... cc 25.26 –1.00 ... 15.77 10.25 BP Midstream BPMP 9.0 10 15.47 +2.56 .3475 151.51 62.57 BiohavenPharm BHVN ... dd 135.99 +11.11 ...
243.05 143.15 AdvanceAuto AAP 1.7 23 232.13 –0.69 1.00 303.72 197.50 AmerTowerREIT AMT 1.9 51 278.74 –0.12 1.39 24.06 16.78 AssociatedBanc ASB 3.6 11 22.46 +0.66 .20 30.29 20.43 BP BP 4.7 14 26.97 +0.67 .3276 832.70 545.00 Bio-RadLab A BIO ... 3 746.26 +14.80 ...
138.02 80.35 AdvDrainageSys WMS .3 52 133.59 +5.45 .11 22.49 14.16 AmerVanguard AVD .5 22 15.35 +0.38 .02 44.95 30.21 AssocCapital AC .4 10 44.95 +0.81 .10 6.49 2.31 BP Prudhoe BPT 2.6 cc 3.60 –0.07 .0694 818.60 556.55 Bio-RadLab B BIO.B ... 3 722.91 –27.25 ...
10.20 9.75 AdvancedMerg AMPI.UT ... ... 9.87 +0.04 ... 189.35 131.01 AmerWaterWorks AWK 1.3 43 182.08 –1.03 .6025 172.22 121.55 Assurant AIZ 1.8 21 152.28 +1.70 .68 6.08 3.35 BRF BRFS ... 45 4.01 +0.20 ... 11.32 5.80 BirdGlobal BRDS ... dd 7.30 –0.17 ...
10.07 9.60 AdvMergerPtrsA AMPI ... cc 9.76 +0.05 ... 43.75 5.67 AmericanWell AMWL ... dd 6.43 ... ... 56.95 30.42 AssuredGuaranty AGO 1.8 14 48.88 +2.04 .22 23.00 13.83 BRT Apartments BRT 4.1 15 22.64 +4.29 .23 5.00 1.07 BirdGlobalWt BRDS.WT ... ... 1.43 –0.11 ...
1.80 0.75 AdvMergerPtrsWt AMPI.WT ... ... .80 +0.03 ... 11.00 10.10 AmericasTechAcqn ATA.UT ... ... 10.31 –0.03 ... 30.48 12.27 Atento ATTO ... dd 22.90 +0.16 ... 68.68 45.50 BWX Tech BWXT 1.8 18 47.85 +0.46 .21 10.33 9.80 BiteAcqn BITE.UT ... ... 9.97 –0.04 ...
50.95 19.06 AdvanSix ASIX 1.1 9 45.15 +1.87 .125 10.30 9.82 AmericasTechA ATA ... cc 10.12 +0.01 ... 9.97 9.85 AthenaCnsmrA ACAQ ... ... 9.90 ... ... 10.37 3.17 Babcock&Wilcox BW ... dd 9.25 +0.63 ... 9.96 9.55 BiteAcqn BITE ... ... 9.71 –0.02 ...
5.29 3.77 Aegon AEG 2.9 ... 4.93 +0.31 .0937 1.78 0.41 AmericasTechWt ATA.WT ... ... .43 –0.02 ... 0.61 0.49 AthenaCnsmrWt ACAQ.WT ... ... .50 –0.02 ... 16.00 6.02 Babylon BBLN ... ... 6.42 +0.07 ... 0.75 0.42 BiteAcqnWt BITE.WT ... ... .52 –0.05 ...
2.97 1.14 Aenza AENZ ... dd 1.60 –0.02 ... 40.85 27.88 AmericoldRealty COLD 2.8 dd 31.96 –0.36 .22 11.50 9.41 AthenaTech ATHN.UT ... ... 9.68 –0.80 ... 2.36 0.70 BabylonWt BBLN.WT ... ... .79 ... ... 72.78 58.22 BlackHills BKH 3.5 18 68.69 +0.71 .595
71.38 37.29 AerCap AER ... 9 63.96 +4.19 ... 312.15 185.71 Ameriprise AMP 1.5 16 302.28 +7.65 1.13 10.22 8.74 AthenaTechA ATHN ... dd 8.93 –1.03 ... 112.36 88.98 BadgerMeter BMI .8 54 105.19 +1.30 .20 89.11 68.60 BlackKnight BKI ... 66 81.68 –1.03 ...
53.53 39.85 AerojetRocket AJRD .0 27 45.88 –0.27 5.00 129.92 94.89 AmerisourceBrgn ABC 1.4 18 129.53 +4.35 .46 2.28 0.59 AthenaTechWt ATHN.WT ... ... 1.34 –0.03 ... 50.80 8.00 Bakkt BKKT ... dd 10.00 +0.49 ... 10.74 10.01 BlackMountain BMAC.UT ... ... 10.25 +0.11 ...
21.83 7.05 AevaTech AEVA ... dd 8.37 ... ... 145.06 106.96 Ametek AME .6 36 142.57 +2.74 .20 10.00 9.93 AthenaTechII ATEK.UT ... ... 10.00 +0.05 ... 18.64 0.84 BakktWt BKKT.WT ... ... 3.20 +0.14 ... 9.91 9.76 BlackMountainA BMAC ... ... 9.86 +0.02 ...
7.96 1.68 AevaTechWt AEVA.WT ... ... 2.17 –0.06 ... 7.45 3.89 AmnealPharm AMRX ... 56 5.07 +0.80 ... 91.26 40.21 Athene ATH ... 5 85.21 +4.61 ... 98.09 77.95 Ball BLL .9 37 90.00 –2.79 .20 0.65 0.42 BlackMountainWt BMAC.WT ... ... .44 +0.01 ...
191.62 98.88 AffiliatedMgrs AMG .0 14 160.79 +0.25 .01 8.81 4.12 Ampco-Pitt AP ... 51 4.65 –0.12 ... 118.49 39.65 Atkore ATKR ... 9 106.28 +1.90 ... 75.92 32.61 Bally's BALY ... 26 37.51 +2.77 ... 10.36 9.90 BlackSpadeAcqn BSAQ.UT ... ... 10.10 +0.06 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

10.30 9.85 AfricanGoldAcqn AGAC.UT ... ... 10.16 +0.01 ... 86.05 58.58 Amphenol APH .9 36 85.06 +2.58 .20 10.65 9.56 AtlStreetAcqn ASAQ ... 63 9.80 –0.01 ... 22.09 14.51 BancCalifornia BANC 1.2 15 19.53 +0.63 .06 9.98 9.61 BlackSpadeA BSAQ ... ... 9.68 –0.02 ...
9.82 9.40 AfricanGoldA AGAC ... 55 9.75 –0.07 ... 5.78 1.25 AmplifyEnergy AMPY ... dd 3.22 +0.28 ... 11.24 9.92 AtlStreetAcqn ASAQ.UT ... ... 10.03 –0.04 ... 4.98 2.47 BancoBBVA BBAR ... 4 3.20 +0.16 ... 0.89 0.45 BlackSpadeWt BSAQ.WT ... ... .86 +0.13 ...
0.97 0.38 AfricanGoldWt AGAC.WT ... ... .52 –0.01 ... 18.80 7.00 Amrep AXR ... 11 17.10 –1.37 ... 1.76 0.47 AtlStreetAcqnWt ASAQ.WT ... ... .50 –0.08 ... 7.26 4.53 BancoBilbaoViz BBVA 1.3 8 5.82 +0.30 .0697 12.75 6.63 BlackStoneMin BSM 9.6 38 10.43 +0.47 .25
9.99 9.65 AfterNextA AFTR ... ... 9.65 –0.02 ... 86.17 39.92 Anaplan PLAN ... dd 46.12 +1.19 ... 16.49 10.29 Atlas ATCO 3.6 23 13.90 +0.15 .125 4.86 2.79 BancoBradesco BBDO 4.8 6 2.87 –0.31 .0026 28.77 6.52 BlackBerry BB ... dd 9.48 +0.31 ...
10.70 9.85 AfterNextHealth AFTR.UT ... ... 9.86 ... ... 19.00 15.70 AngelOakMtg AOMR 8.7 19 16.60 +0.16 .36 11.25 9.82 AtlasCrestII ACII.UT ... ... 9.93 –0.04 ... 25.12 15.74 BancodeChile BCH 2.3 10 16.11 –1.42 .3844 973.16 670.28 BlackRock BLK 1.8 24 913.92 +0.35 4.13
1.01 0.63 AfterNextWt AFTR.WT ... ... .70 –0.03 ... 9.90 9.57 AngelPondA POND ... ... 9.74 +0.04 ... 10.37 9.46 AtlasCrestII A ACII ... 49 9.73 –0.02 ... 19.33 14.30 Bladex BLX 5.9 11 17.00 +0.06 .25 17.47 5.09 BlackSkyTech BKSY ... dd 5.30 –0.42 ...
179.57 112.47 AgilentTechs A .5 40 157.80 +6.38 .21 1.16 0.58 AngelPondWt POND.WT ... ... .81 +0.01 ... 1.96 0.78 AtlasCrestII Wt ACII.WT ... ... .83 –0.02 ... 21.20 12.24 BancoMacro BMA ... 4 14.55 +0.21 ... 4.89 0.67 BlackSkyTechWt BKSY.WT ... ... .75 –0.05 ...
26.36 5.75 Agiliti AGTI ... cc 22.48 +1.82 ... 26.77 14.57 AngloGoldAsh AU 2.6 10 20.11 +0.11 .4659 104.99 84.59 AtmosEnergy ATO 2.6 20 102.73 +3.90 .68 9.02 5.19 BancSanBrasil BSBR 8.6 ... 5.36 –0.17 .1451 149.78 61.27 Blackstone BX 2.6 19 135.00 +11.73 1.09
44.83 20.81 agilon health AGL ... dd 27.39 +4.06 ... 79.67 54.08 AB InBev BUD .7 21 60.77 +0.98 .5964 26.67 17.00 Atotech ATC ... dd 25.31 +0.87 ... 26.15 15.37 BcoSantChile BSAC 6.3 8 16.24 –1.12 .9285 34.04 25.82 BlackstoneMtg BXMT 7.9 12 31.46 +0.92 .62
76.69 47.07 AgnicoEagle AEM 2.7 20 51.60 +1.18 .35 9.64 7.67 AnnalyCap NLY 10.7 4 8.19 +0.26 .22 18.49 5.12 ATRenew RERE ... dd 5.74 +0.31 ... 6.67 4.49 BcoSantMex BSMX 2.9 9 5.49 +0.07 .0675 21.04 6.73 BlendLabs BLND ... dd 7.53 –0.09 ...
75.95 61.27 AgreeRealty ADC 4.0 39 68.66 +1.44 .227 132.00 6.20 AnnovisBio ANVS ... dd 20.66 +0.61 ... 6.35 2.25 Audacy AUD ... dd 2.58 –0.12 ... 4.38 2.92 BancoSantander SAN 1.2 8 3.26 +0.20 .0563 26.51 15.25 BlockHR HRB 4.6 7 23.54 –0.01 .27
52.96 36.52 AirLease AL 1.7 13 43.89 +2.35 .185 11.71 7.49 AnteroMidstream AM 9.4 14 9.60 +0.03 .225 2.40 0.87 AusterlitzI Wt AUS.WT ... ... 1.01 –0.02 ... 41.54 27.64 BanColombia CIB 3.5 24 31.39 –0.92 .0661 289.23 157.57 Block SQ ... cc 167.71 +0.65 ...
316.39 245.75 AirProducts APD 2.0 33 299.48 +1.15 1.50 21.99 5.13 AnteroResources AR ... dd 18.06 +0.95 ... 11.67 9.81 AusterlitzAcqnI AUS.UT ... ... 10.00 ... ... 48.69 29.57 BankofAmerica BAC 1.9 13 44.42 +0.54 .21 44.95 16.82 BloomEnergy BE ... dd 22.00 +0.32 ...
165.98 134.29 AlamoGroup ALG .4 25 143.92 +3.07 .14 458.81 286.04 Anthem ANTM 1.0 20 455.71 +10.61 1.13 10.16 9.73 AusterlitzI A AUS ... dd 9.76 –0.02 ... 41.36 29.99 BankofButterfield NTB 4.6 12 37.95 +0.23 .44 12.76 3.52 BlueApron APRN ... dd 7.66 +0.10 ...
9.87 6.64 AlamosGold AGI ... dd 7.53 +0.29 ... 326.25 200.65 Aon AON .7 74 292.41 +0.03 .51 10.14 9.63 AusterlitzII A ASZ ... 70 9.72 –0.02 ... 99.10 75.65 BankofHawaii BOH 3.4 14 83.35 +2.56 .70 17.89 9.35 BlueOwlCapital OWL 2.4 dd 14.93 +0.31 .09
74.25 46.26 AlaskaAir ALK ... cc 53.02 +2.99 ... 54.75 36.68 AptIncmREIT AIRC 3.3 dd 53.24 +0.62 .44 1.50 0.88 AusterlitzII Wt ASZ.WT ... ... .93 –0.01 ... 112.56 74.05 BankofMontreal BMO 3.2 11 105.91 +1.94 1.037 6.55 0.97 BlueOwlCapWt OWL.WT ... ... 4.74 +0.28 ...
93.43 65.14 AlbanyIntl AIN .9 24 88.53 +5.38 .21 8.16 4.50 ApartmtInv AIV ... dd 7.72 +0.21 ... 10.70 9.85 AusterlitzAcqnII ASZ.UT ... ... 9.96 –0.08 ... 60.52 39.46 BankNY Mellon BK 2.3 15 58.11 +0.61 .34 35.21 12.25 BluegreenVac BVH ... 13 35.14 +1.82 ...
291.48 133.82 Albemarle ALB .7 cc 227.90 –1.97 .39 10.25 10.03 ApeironCapital APN.UT ... ... 10.06 –0.05 ... 147.67 26.84 Autohome ATHM 5.7 8 28.23 –0.61 .87 69.96 52.75 BkNovaScotia BNS 4.5 11 69.79 +2.03 .7844 87.45 27.13 BlueLinx BXC ... 4 87.14 +6.87 ...
37.85 15.65 Albertsons ACI 1.6 25 29.90 –0.94 .12 25.75 16.63 APi Group APG ... dd 24.98 +1.56 ... 110.59 80.83 Autoliv ALV 2.5 17 101.06 +4.00 .64 50.71 33.69 BankUnited BKU 2.2 10 41.89 +0.59 .23 10.99 9.81 BlueRiverAcqn BLUA.UT ... ... 9.98 –0.01 ...
133.48 66.86 AutoNation AN ... 8 112.12 –1.83 ... 11.40 7.21 Barclays BCS 1.6 ... 10.24 +0.59 .0555 9.93 9.57 BlueRiverA BLUA ... cc 9.73 –0.03 ...
2065.72 1111.71 AutoZone AZO ... 20 2014.50 +18.13 ... 11.55 8.82 BaringsBDC BBDC 7.5 7 10.98 +0.36 .22 1.30 0.40 BlueRiverWt BLUA.WT ... ... .60 –0.07 ...
191.67 117.33 Avalara AVLR ... dd 133.73 –4.91 ... 12.01 4.48 Barnes&NobleEduc BNED ... dd 6.69 +0.13 ... 13.35 10.01 BluescapeOpps BOAC.UT ... ... 10.20 –0.02 ...
250.23 154.84 Avalonbay AVB 2.6 34 245.77 +1.24 1.59 57.64 39.84 BarnesGroup B 1.4 26 46.27 +1.13 .16 13.09 9.51 BluescapeOppsAcqn BOAC ... cc 9.78 ... ...
NOTICE TO READERS: 55.57 44.02 Avangrid AGR 3.6 22 48.82 +0.91 .44 25.37 17.27 BarrickGold GOLD 1.9 17 18.57 +0.18 .14 3.15 0.83 BluescapeOppsWt BOAC.WT ... ... .89 –0.02 ...
53.61 28.95 AvanosMedical AVNS ... dd 33.89 +2.35 ... 82.00 29.17 Bath&BodyWks BBWI .9 12 69.50 –0.35 .15 278.57 185.26 Boeing BA ... dd 204.22 +11.59 ...
Due to production issues, our package of statistics pages is abbreviated this 11.40 9.54 AvantiAcqnA AVAN ... cc 9.82 ... ... 10.09 9.99 BatteryFutureAcqUn BFAC.UT ... ... 10.04 +0.04 ... 78.35 45.84 BoiseCascade BCC .7 5 68.41 +4.12 3.00
2.97 0.61 AvantiAcqnWt AVAN.WT ... ... .64 –0.05 ... 34.80 19.52 BauschHealth BHC ... dd 27.99 +3.14 ... 134.50 40.19 BootBarn BOOT ... 26 116.83 +4.53 ...
week. We apologize for the inconvenience. 44.37 26.14 Avantor AVTR ... 52 41.25 +1.35 ... 88.32 73.12 BaxterIntl BAX 1.3 36 85.55 +1.92 .28 100.26 75.15 BoozAllen BAH 1.8 19 83.00 +1.06 .37
34.06 17.11 Avaya AVYA ... dd 19.93 +0.49 ... 18.20 2.08 Beachbody BODY ... ... 2.52 +0.15 ... 12.84 0.90 BoqiiHolding BQ ... dd .92 –0.17 ...
229.24 147.40 AveryDennison AVY 1.3 23 208.47 +1.58 .68 7.38 0.25 BeachbodyWt BODY.WT ... ... .34 –0.01 ... 55.55 37.76 BorgWarner BWA 1.6 14 43.62 –0.01 .17
Visit the - Market Lab home page at barrons.com/market-data/market-lab. 61.46 36.69 Avient AVNT 1.7 18 54.76 +1.77 .2375 10.10 10.03 BeardEnerTran BRD.UT ... ... 10.03 –0.01 ... 3.34 1.12 BorrDrilling BORR ... dd 1.99 –0.02 ...
49.14 36.68 Avista AVA 4.1 18 41.30 +0.25 .4225 26.12 14.28 BeazerHomes BZH ... 6 22.71 +1.72 ... 1349.98 435.12 BostonBeer SAM ... 66 524.87 –6.93 ...
Sign up for the weekly Market Lab Newsletter at barrons.com/newletters. 34.20 26.42 AxaltaCoating AXTA ... 27 31.82 +0.14 ... 267.37 235.13 BectonDicknsn BDX 1.4 36 248.91 –7.99 .87 124.24 88.45 BostonProps BXP 3.4 56 114.26 +0.06 .98
62.44 36.16 AxosFinancial AX ... 15 55.05 +1.64 ... 68.87 40.18 Belden BDC .3 22 63.72 +3.48 .05 46.29 34.22 BostonSci BSX ... 59 42.72 +1.86 ...
29.45 11.46 Azul AZUL ... dd 14.07 +0.64 ... 34.19 20.36 BellRingBrands BRBR ... 39 27.01 +0.27 ... 12.63 8.85 Bowlero BOWL ... dd 9.15 –0.51 ...

The Week’s Statistics


Cash Track ..................................... 55 DJ Averages ................................... 59 Market Lab .................................... 59 N.Y. Stock Exchange ...................... 45 Trading Suspended ....................... 61
Charting the Market ...................... 40 Dow Jones Averages ...................... 59 Market Sentiment Chart ................ 58 Nasdaq National Market................ 50 Vital Signs...................................... 34
Winners & Losers Stocks ................ 42
Conference Call Calendar............... 60 Exchange Traded Portfolios ........... 54 Mutual Funds ................................ 55 New Highs & Lows ......................... 60
Dividend Boosts - Reductions......... 61 Insider Transactions Graph ............ 43 Name Changes .............................. 61 Stock Splits - Special Dividends ...... 61 For statistical queries please contact the
Statistics Team: 609-520-4799
Dividend Ex-Payment Dates ........... 61 Insider Transactions ...................... 43 New Listings .................................. 61 Trading Diary ................................. 59 or email: barronsstats@barrons.com
46 BARRON’S December 27, 2021

New York Stock Exchange Composite List


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.
2.16 0.56 BowleroWt BOWL.WT ... ... 1.32 +0.41 ... 62.96 45.85 CardinalHealth CAH 3.8 13 50.75 +1.10 .4908 1.09 0.50 ColombierAcqnWt CLBR.WT ... ... .54 ... ... 451.49 276.70 DeckersOutdoor DECK ... 23 356.53 +0.43 ... 13.11 8.36 EmpireStateRealty ESRT 1.6 dd 9.03 +0.19 .035
27.41 16.85 Box BOX ... dd 26.78 +0.56 ... 246.23 143.52 Carlisle CSL .9 34 240.79 +4.86 .54 9.96 9.61 Colonnade II A CLAA ... 64 9.75 +0.06 ... 400.34 262.85 Deere DE 1.2 18 349.22 +2.19 1.05 43.82 30.20 EmployersHldgs EIG 2.5 9 40.58 –0.70 .25
17.05 8.41 Boxed BOXD ... ... 11.91 +0.81 ... 155.98 90.30 CarMax KMX ... 18 126.31 –11.23 ... 1.39 0.72 Colonnade II Wt CLAA.WT ... ... .75 ... ... 51.56 29.80 DelekLogistics DKL 8.8 11 43.31 –0.09 .95 10.60 9.70 EmpowermentI EPWR.UT ... ... 10.00 +0.01 ...
2.25 0.65 BoxedWt BOXD.WT ... ... .87 +0.07 ... 31.52 16.32 Carnival CCL ... dd 21.20 +2.92 ... 91.62 54.78 Comerica CMA 3.2 10 85.30 +1.56 .68 27.38 13.48 DelekUS DK ... dd 14.69 –0.39 ... 10.35 9.50 Empower&IncA EPWR ... dd 9.70 –0.05 ...
71.00 41.12 BoydGaming BYD ... 17 64.68 +4.61 ... 27.31 15.16 Carnival CUK ... dd 19.53 +2.82 ... 103.74 51.12 ComfortSystems FIX .5 24 98.84 +3.86 .13 59.49 35.50 DellTechC DELL ... 6 55.88 +1.23 ... 1.25 0.42 EmpowerIWt EPWR.WT ... ... .56 +0.04 ...
61.76 44.92 Brady BRC 1.7 22 53.80 +1.22 .225 49.20 26.84 CarpenterTech CRS 2.8 dd 28.98 –1.56 .20 36.86 19.44 CommercialMetals CMC 1.6 10 35.08 +0.34 .14 52.28 33.40 DeltaAir DAL ... dd 39.30 +2.74 ... 7.90 3.27 EmpresaDisCom EDN ... dd 5.25 +0.04 ...
7.45 4.06 BraemarHtls BHR ... dd 4.95 +0.48 ... 63.90 30.28 CarriageSvcs CSV .7 41 62.66 +3.24 .1125 82.53 61.24 CommBkSys CBU 2.3 21 74.17 +1.76 .43 48.38 25.20 Deluxe DLX 3.8 18 31.60 +0.50 .30 43.35 31.63 Enbridge ENB 7.1 17 38.00 +1.08 .6723
15.17 10.63 BrandywineRealty BDN 5.6 88 13.52 +0.12 .19 58.89 34.21 CarrierGlobal CARR 1.1 21 52.82 +0.56 .15 17.04 7.01 CommunityHlthSys CYH ... 4 13.29 +0.62 ... 11.40 9.89 DelwindsIns DWIN.UT ... ... 10.12 –0.04 ... 89.68 56.31 EncompassHealth EHC 1.7 16 64.11 +1.39 .28
6.83 3.85 BrasilAgro LND 9.0 6 5.11 +0.50 .4586 19.09 10.73 Cars.com CARS ... 55 16.30 +0.69 ... 52.54 42.55 CommunityHlthcr CHCT 3.8 52 45.43 ... .435 10.29 9.65 DelwindsInsA DWIN ... cc 9.86 –0.03 ... 172.41 72.15 Endava DAVA ... cc 163.12 +14.48 ...
26.93 8.53 Braskem BAK ... 3 20.14 +0.93 ... 116.92 80.50 Carter's CRI 2.4 13 98.71 –5.76 .60 8.97 5.76 SABESP SBS .8 10 7.06 –0.06 .0714 1.40 0.42 DelwindsInsWt DWIN.WT ... ... .47 –0.16 ... 33.75 22.02 Endeavor EDR ... dd 33.47 +2.35 ...
24.30 14.05 BridgeInvt BRDG 4.0 22 24.30 +1.77 .24 376.83 194.70 Carvana CVNA ... dd 240.78 +17.19 ... 3.55 2.09 EngGr-Cmg C CIG.C ... 7 3.29 –0.10 ... 91.30 24.52 Denbury DEN ... dd 72.62 +0.80 ... 7.76 3.69 EndeavourSilver EXK ... 21 4.43 +0.32 ...
25.49 10.81 BrighamMin MNRL 4.2 dd 20.61 +0.05 .26 11.35 10.01 CascadeAcqn CAS.UT ... ... 10.12 –0.03 ... 2.77 1.57 EngGr-Cmg CIG ... 5 2.35 –0.15 ... 20.48 7.08 DesignerBrands DBI ... dd 14.50 +0.59 ... 8.88 5.25 EnelAmericas ENIA 3.1 10 5.50 –0.23 .1583
17.93 3.07 BrightHealth BHG ... dd 3.76 –0.02 ... 10.45 9.72 CascadeAcqnA CAS ... 60 9.97 +0.02 ... 7.34 5.01 COPEL ELP 11.4 14 5.44 –0.03 .4176 34.94 4.95 DesktopMetal DM ... dd 5.35 –0.01 ... 4.50 1.80 EnelChile ENIC 8.7 9 1.90 –0.05 .2187
182.50 113.41 BrightHorizons BFAM ... cc 123.21 +5.24 ... 1.92 0.45 CascadeAcqnWt CAS.WT ... ... .50 +0.01 ... 10.33 3.56 CiaSiderurgica SID ... 2 4.31 –0.12 ... 17.66 7.97 Despegar.com DESP ... dd 9.81 +0.68 ... 52.85 36.14 Energizer ENR 3.1 19 38.50 +0.72 .30
6.64 1.36 BrightScholarEduc BEDU 13.0 8 1.63 –0.04 .12 12.00 3.18 CasperSleep CSPR ... dd 6.67 +0.01 ... 21.82 14.64 CerveceriasUnid CCU 7.8 12 15.77 –0.45 .7066 15.34 10.08 DeutscheBank DB ... 10 12.62 +0.37 ... 11.55 6.03 EnergyTransfer ET 7.4 5 8.22 –0.13 .1525
31.17 17.86 BrightSphere BSIG .2 7 25.66 –0.65 .01 2.71 1.18 CastlightHealth CSLT ... dd 1.51 +0.02 ... 33.31 19.03 CompassDiversif CODI 4.9 dd 29.69 +0.47 .36 45.56 15.10 DevonEnergy DVN 4.7 25 42.05 +2.85 .73 28.84 18.69 EnerpacTool EPAC .2 33 20.01 –1.96 .04
10.68 7.05 BrightSpire BRSP 7.4 dd 9.75 +0.45 .18 142.64 97.86 Catalent CTLT ... 39 124.96 –0.41 ... 22.11 8.60 Compass COMP ... dd 9.22 –0.44 ... 217.93 153.67 Diageo DEO 1.8 36 217.07 +6.26 2.4264 10.91 3.02 Enerplus ERF 1.3 dd 10.12 +1.00 .0327
19.17 12.47 BrightView BV ... 32 13.95 –0.52 ... 10.25 9.59 CatchaInvtA CHAA ... ... 9.75 +0.01 ... 75.44 47.10 CompassMnlInt CMP 1.2 dd 51.80 –0.58 .15 11.49 7.88 DiamndrckHspty DRH ... dd 9.54 +0.83 ... 104.47 72.13 EnerSys ENS .9 22 77.50 +2.66 .175
78.33 33.52 BrinkerIntl EAT ... 13 37.28 +1.79 ... 1.07 0.58 CatchaInvtWt CHAA.WT ... ... .58 –0.04 ... 12.00 9.59 ComputeHealth CPUH.UT ... ... 9.95 –0.01 ... 5.85 1.68 DianaShipping DSX 10.2 97 3.94 +0.13 .092 24.74 6.26 Eneti NETI .5 dd 7.37 +0.27 .01
84.72 58.48 Brink's BCO 1.2 40 64.73 +0.20 .20 12.78 7.19 CatchMarkTimber CTT 3.5 19 8.60 +0.31 .075 10.70 9.50 ComputeHlthA CPUH ... cc 9.73 –0.02 ... 147.39 54.96 Dick's DKS 1.7 8 103.94 –0.04 .4375 23.21 17.35 Enfusion ENFN ... ... 19.08 +0.77 ...
69.75 53.22 BristolMyers BMY 3.5 dd 62.05 +0.49 .54 246.69 175.11 Caterpillar CAT 2.2 22 206.20 +4.83 1.11 2.25 0.88 ComputeHlthWt CPUH.WT ... ... .93 +0.03 ... 18.01 5.50 DiDiGlobal DIDI ... ... 5.60 –0.68 ... 38.83 19.96 EngageSmart ESMT ... dd 24.55 +3.34 ...
0.41 0.07 BristolMyersRt CELG.RT ... ... .18 +0.01 ... 19.89 8.04 Cato CATO 4.0 10 16.93 +1.01 .17 11.34 4.24 ComstockRscs CRK ... dd 8.46 –0.10 ... 17.30 7.92 DieboldNixdorf DBD ... dd 8.89 ... ... 8.64 3.57 EnLinkMid ENLC 5.8 dd 6.51 +0.36 .0938
39.72 24.02 Bristow VTOL ... dd 31.36 +1.35 ... 13.85 5.81 Cazoo CZOO ... dd 6.24 –0.05 ... 39.09 30.44 ConagraBrands CAG 3.8 13 33.33 –1.25 .3125 15.27 3.66 DigitalMedia DMS ... 41 4.38 +0.52 ... 22.24 16.56 Ennis EBF 5.2 18 19.32 +0.22 .25
41.14 33.62 BritishAmTob BTI 7.9 10 37.07 –0.28 .7412 4.82 1.02 CazooWt CZOO.WT ... ... 1.05 –0.10 ... 15.28 9.89 ConcordAcqn CND.UT ... ... 11.65 –0.05 ... 3.73 0.27 DigitalMediaWt DMS.WT ... ... .33 +0.03 ... 43.47 22.01 EnovaIntl ENVA ... 3 40.40 +1.90 ...
25.83 15.55 BrixmorProp BRX 3.9 34 24.49 +0.73 .24 52.50 37.34 CedarFairRec FUN ... dd 49.97 +1.48 ... 13.48 9.63 ConcordAcqnA CND ... dd 10.68 +0.17 ... 174.64 124.65 DigitalRealty DLR 2.7 72 169.81 –1.73 1.16 10.00 9.76 EnphysAcqn NFYS.UT ... ... 9.92 +0.03 ...
11.10 8.85 BroadmarkRealty BRMK 8.8 15 9.52 +0.19 .07 24.48 9.14 CedarRealty CDR 1.1 dd 23.65 +0.46 .066 3.94 0.69 ConcordAcqnWt CND.WT ... ... 2.61 +0.27 ... 8.70 4.34 DigitalBridge DBRG ... dd 8.10 +0.06 ... 10.05 9.57 EnphysAcqnA NFYS ... ... 9.67 +0.04 ...
0.32 0.07 BroadmarkRltyWt BRMK.WT ... ... .09 ... ... 174.05 115.42 Celanese CE 1.7 7 161.32 +2.09 .68 10.70 9.68 ConcordAcqnIIA CNDA ... ... 9.78 –0.02 ... 133.40 35.35 DigitalOcean DOCN ... dd 81.26 +7.52 ... 0.60 0.48 EnphysAcqnWt NFYS.WT ... ... .50 +0.01 ...
185.00 137.91 BroadridgeFinl BR 1.4 39 180.29 +4.50 .64 11.88 7.01 Celestica CLS ... 15 10.88 +0.36 ... 1.24 0.68 ConcordAcqnIIWt CNDA.WT ... ... .88 ... ... 416.71 53.20 Dillard's DDS .3 9 249.69 +4.93 .20 112.47 71.09 EnPro NPO 1.0 35 110.32 +3.73 .27
28.00 17.72 Broadstone BNL 4.3 42 24.50 +0.50 .265 9.02 5.11 CementosPacasm CPAC 20.4 13 5.96 +0.08 .9957 10.37 10.07 ConcordAcqnIII CNDB.UT ... ... 10.07 –0.15 ... 100.70 56.50 DineBrands DIN 1.9 19 82.10 +7.33 .40 115.02 85.78 Entergy ETR 3.7 18 110.09 +0.57 1.01
8.95 4.15 BrookdaleSrLiving BKD ... dd 5.17 +0.25 ... 9.09 5.06 Cemex CX ... 16 6.70 +0.22 ... 4.70 1.85 ConcordMed CCM ... dd 2.05 +0.04 ... 46.00 12.30 Dingdong DDL ... ... 13.26 –0.22 ... 25.69 19.28 EnterpriseProd EPD 8.4 12 21.47 +0.41 .45
62.20 37.64 BrookfieldMgt BAM .9 28 59.94 +2.62 .13 13.48 5.56 CenovusEnergy CVE .9 41 12.01 +0.73 .0138 159.11 106.15 Conmed CNMD .6 71 142.02 +7.60 .20 10.00 9.78 DirectSellingA DSAQ ... ... 9.90 –0.02 ... 9.34 2.67 Entravision EVC 1.4 13 7.01 +0.41 .025
85.00 47.98 BrookfieldReins BAMR .0 ... 61.32 +2.78 .13 8.60 2.65 CenovusEnergyWt CVE.WT ... ... 7.35 +0.43 ... 77.98 38.77 ConocoPhillips COP 2.6 21 71.19 +2.58 .20 10.25 10.06 DirectSellingUn DSAQ.UT ... ... 10.17 –0.02 ... 88.45 61.00 Envestnet ENV ... cc 81.38 +0.76 ...
51.98 35.39 BrookfieldBusPtr BBU .5 11 45.66 +0.46 .0625 85.44 57.16 Centene CNC ... 69 84.72 +1.70 ... 85.22 65.56 ConEd ED 3.7 25 83.77 –0.05 .775 0.70 0.48 DirectSellingAcqnWt DSAQ.WT ... ... .50 ... ... 46.52 32.10 Envista NVST ... 22 45.70 +4.77 ...
80.60 56.89 BrookfieldInfr BIPC 3.0 dd 67.26 +1.13 .51 28.37 19.31 CenterPointEner CNP 2.5 18 27.52 +0.54 .17 1.04 0.56 ConstellationI Wt CSTA.WT ... ... .70 ... ... 135.69 81.27 DiscoverFinSvcs DFS 1.7 7 115.34 +1.23 .50 73.33 44.01 EnvivaPartners EVA 4.5 dd 71.06 +0.60 .84
61.70 48.25 BrookfieldInfr BIP 3.5 27 58.75 +1.24 .51 12.80 6.64 CenterraGold CGAU 2.9 dd 7.73 +0.87 .0556 10.81 9.70 ConstellationI CSTA.UT ... ... 9.95 ... ... 203.02 142.04 Disney DIS ... cc 153.63 +4.87 ... 4.85 2.22 EnzoBiochem ENZ ... 29 3.18 ... ...
63.31 33.45 BrookfieldRenew BEPC 3.3 dd 36.65 +0.26 .3038 111.73 66.91 Centerspace CSR 2.7 dd 107.91 +0.66 .72 10.10 9.50 ConstellationI A CSTA ... 25 9.75 –0.03 ... 11.10 10.09 dMYTechVI DMYS.UT ... ... 10.42 –0.07 ... 300.11 161.87 Equifax EFX .5 51 287.03 +10.39 .39
49.87 32.85 BrookfieldRenew BEP 3.4 dd 35.50 ... .3038 9.61 4.69 CentraisElBras EBR 12.0 8 5.81 –0.04 .1551 245.33 207.35 ConstBrands A STZ 1.2 82 244.04 +1.79 .76 10.45 9.76 dMYTechGroupVI DMYS ... ... 9.81 –0.05 ... 28.30 16.14 Equinor EQNR 1.6 32 27.44 +0.95 .18
68.53 42.72 Brown&Brown BRO .6 33 68.03 +2.16 .1025 29.15 18.31 CentralPacFin CPF 3.6 11 27.72 +0.46 .25 255.00 209.85 ConstBrands B STZ.B 1.2 90 239.00 –2.19 .69 2.16 1.23 dMYTechGrpVIWt DMYS.WT ... ... 1.28 ... ... 36.09 24.56 Equitable EQH 2.2 dd 32.96 +1.11 .18
76.15 62.59 Brown-Forman A BF.A 1.1 42 66.80 –0.42 1.00 4.38 1.90 CentralPuerto CEPU ... 26 3.18 +0.09 ... 21.60 11.92 Constellium CSTM ... 8 18.01 +0.79 ... 104.74 83.10 DolbyLab DLB 1.1 31 92.69 +1.09 .25 11.52 6.23 EquitransMdstm ETRN 5.9 16 10.17 +0.25 .15
81.57 66.25 Brown-Forman B BF.B 1.1 45 71.72 –0.18 1.00 86.07 40.82 CenturyComm CCS .8 6 79.51 +4.56 .15 19.31 9.23 ContainerStore TCS ... 5 9.99 –0.14 ... 17.66 12.15 Dole DOLE 2.4 32 13.09 –0.58 .08 29.29 25.03 EquityCommnwlth EQC ... dd 26.01 +0.29 ...
117.62 75.87 Brunswick BC 1.4 13 96.87 +2.76 .335 130.37 78.20 CeridianHCM CDAY ... dd 103.89 +2.04 ... 55.48 16.16 ContinentalRscs CLR 1.4 20 44.94 +1.93 .20 239.35 173.50 DollarGeneral DG .8 22 221.33 –1.17 .42 12.12 10.00 EquityDistribution EQD.UT ... ... 10.07 ... ...
57.10 28.37 Buckle BKE 3.4 9 40.87 –0.99 5.65 29.42 15.16 ChannelAdvisor ECOM ... 39 24.71 +1.12 ... 23.58 10.62 Volaris VLRS ... dd 17.65 +0.54 ... 10.61 4.81 Doma DOMA ... dd 5.25 –0.25 ... 11.06 9.70 EquityDistrA EQD ... 36 9.83 +0.02 ...
12.83 6.11 Buenaventura BVN ... dd 7.40 +0.26 ... 6.63 2.56 CharahSolutions CHRA ... dd 4.59 +0.02 ... 14.29 6.01 ConveyHealth CNVY ... ... 8.01 +1.22 ... 2.00 0.86 DomaWt DOMA.WT ... ... 1.09 –0.04 ... 2.35 0.67 EquityDistrWt EQD.WT ... ... .74 +0.01 ...
23.34 3.90 Build-A-Bear BBW .0 9 17.31 –0.89 1.25 49.48 17.60 ChargePoint CHPT ... dd 19.05 +0.02 ... 463.59 353.02 Cooper COO .0 7 411.21 +17.74 .03 81.08 67.85 DominionEner D 3.3 24 77.34 +0.71 .63 88.47 58.27 EquityLife ELS 1.7 59 84.87 +0.97 .3625
10.10 9.64 BuildAcqn BGSX.UT ... ... 9.85 –0.10 ... 460.21 243.37 CharlesRiverLabs CRL ... 48 369.20 +6.25 ... 47.85 17.05 Cooper-Standard CPS ... dd 20.80 +2.02 ... 105.25 91.90 DominionEnerUn DCUE 7.3 ... 99.68 +0.14 1.8125 90.00 56.79 EquityResdntl EQR 2.7 33 88.18 +0.53 .6025
10.00 9.60 BuildAcqnA BGSX ... ... 9.70 –0.10 ... 206.29 115.21 ChartIndustries GTLS ... 67 157.24 +0.37 ... 7.20 0.44 CooTekCayman CTK ... dd .54 +0.04 ... 549.51 319.71 Domino's DPZ .7 41 545.84 +17.46 .94 2.91 1.56 EquusTotReturn EQS ... dd 2.36 –0.02 ...
0.99 0.61 BuildAcqnWt BGSX.WT ... ... .70 –0.02 ... 14.95 10.26 ChathamLodging CLDT ... dd 13.71 +0.55 ... 94.91 64.66 Copa CPA ... dd 82.44 +7.61 ... 69.35 54.76 Donaldson DCI 1.5 24 57.64 +0.24 .22 12.65 9.59 ErmenegildoZegna ZGN ... dd 12.00 +1.86 ...
82.90 37.46 BuildersFirst BLDR ... 11 82.15 +5.32 ... 5.00 1.13 CheetahMobile CMCM ... 12 1.24 +0.03 ... 31.93 20.00 Core&Main CNM ... 59 29.51 +3.23 ... 52.33 16.73 DonnelleyFin DFIN ... 20 47.06 +2.99 ... 2.56 0.79 ErmenegildoZegnaWt ZGN.WT ... ... 2.17 +0.42 ...
96.99 62.07 Bunge BG 2.3 6 90.16 +2.08 .525 115.21 24.25 Chegg CHGG ... dd 30.55 +1.09 ... 49.87 21.08 CoreLabs CLB .2 35 23.25 +0.82 .01 257.25 110.13 DoorDash DASH ... dd 153.68 +4.87 ... 25.99 13.33 EroCopper ERO ... 7 14.92 +1.23 ...
13.55 8.00 BurfordCapital BUR 3.7 dd 10.26 +0.40 .0625 560.00 403.00 Chemed CHE .3 28 525.31 +11.21 .36 12.35 5.92 CoreCivic CXW ... dd 10.29 +0.44 ... 15.68 10.82 DorianLPG LPG .0 6 12.66 +0.11 1.00 2.63 0.22 ErosSTX ESGC ... ... .26 +0.02 ...
357.34 234.07 BurlingtonStrs BURL ... 44 287.19 +9.95 ... 38.87 23.30 Chemours CC 3.2 14 31.72 –0.70 .25 11.04 2.95 CorEnergyInfr CORR 5.6 dd 3.54 +0.41 .05 48.42 27.16 DoubleVerify DV ... cc 32.76 +1.61 ... 54.22 39.62 EssentGroup ESNT 1.7 8 44.49 +0.49 .19
29.13 6.01 ButterflyNtwk BFLY ... dd 7.39 +0.11 ... 10.68 7.83 CherryHillMtg CHMI 12.5 31 8.64 +0.57 .27 18.15 6.34 CorePoint CPLG ... dd 15.67 +0.20 ... 51.44 34.99 DouglasDynamics PLOW 2.9 22 38.65 +0.94 .285 32.92 20.00 EssentialProp EPRT 3.7 cc 27.93 +0.92 .26
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

16.66 1.25 ButterflyNtwkWt BFLY.WT ... ... 1.47 +0.08 ... 143.16 99.64 ChesapeakeUtil CPK 1.4 30 141.73 +0.97 .48 173.57 107.23 Coresite COR 3.0 83 169.78 –0.05 1.27 36.97 26.45 DouglasEmmett DEI 3.4 93 33.20 +0.19 .28 52.74 41.11 EssentialUtil WTRG 2.1 32 52.22 +0.69 .2682
28.49 14.59 BylineBancorp BY 1.3 12 26.89 +0.44 .09 119.26 83.89 Chevron CVX 4.6 23 116.41 +2.81 1.34 19.73 9.26 CornerstoneBldg CNR ... 3 16.43 +1.47 ... 178.32 115.88 Dover DOV 1.2 27 173.74 +3.45 .50 63.80 53.97 EssentialUtilUn WTRU 4.7 ... 63.27 +0.96 .75
120.00 50.05 Chewy CHWY ... cc 59.26 +4.50 ... 46.82 34.81 Corning GLW 2.6 38 36.75 +0.06 .24 71.38 51.33 Dow DOW 5.1 7 55.14 +1.04 .70 357.90 226.79 EssexProp ESS 2.4 50 342.67 +0.91 2.09
C 7.29
16.85
1.48
9.78
Chico'sFas
ChimeraInvt
CHS
CIM
...
8.5
dd
5
4.95
15.46
+0.24
+0.66
...
.33
6.37
30.51
3.50
24.64
CorpAmAirports
CorpOfficeProp
CAAP
OFC
...
4.0
dd
22
5.64
27.77
...
+0.26
...
.275
107.79
75.50
41.17
57.54
Doximity
DrReddy'sLab
DOCS
RDY
...
.4
cc
36
51.54
62.79
+1.46
+2.34
...
.3365
369.24
32.15
231.97
19.67
EsteeLauder
EthanAllen
EL
ETD
.7
4.6
44
9
365.99
25.45
+20.03
+0.46
.60
.29
26.19 17.09 ChinaEastrnAir CEA ... dd 18.43 +0.41 ... 9.96 9.60 CorsairPtrA CORS ... ... 9.75 –0.04 ... 40.62 18.17 Dril-Quip DRQ ... dd 19.40 –0.34 ... 11.20 7.55 Euronav EURN 1.4 dd 8.81 +0.30 .03
290.71 215.18 CACI Intl CACI ... 14 266.67 +6.88 ... 1.19 0.70 CorsairPtrWt CORS.WT ... ... 1.01 –0.10 ... 4.02 1.39 DriveShack DS ... dd 1.53 ... ... 10.03 9.96 EVeMobilityAcqnUn EVE.UT ... ... 9.99 –0.01 ...
8.41 3.76 CBD Pao CBD 9.7 14 3.93 –0.14 .2655 17.73 2.45 ChinaGreenAg CGA ... dd 10.15 +0.35 ...
11.76 7.85 ChinaLifeIns LFC 5.1 6 8.34 +0.11 .4933 49.98 36.54 Corteva CTVA 1.2 21 46.44 +0.36 .14 25.25 16.16 DuckhornPtf NAPA ... 43 22.48 +0.68 ... 26.52 13.05 Eventbrite EB ... dd 17.60 +1.66 ...
40.62 25.25 CBIZ CBZ ... 27 39.67 +1.20 ... 21.30 13.59 Cosan CSAN 3.0 7 14.78 –0.72 .2635 65.40 41.72 Ducommun DCO ... 16 45.78 +0.70 ... 164.63 103.50 EvercoreA EVR 2.0 9 135.71 +1.87 .68
43.50 26.25 CBL Assoc CBL ... dd 28.69 +1.11 ... 29.60 1.05 ChinaOnlineEduc COE ... 4 1.16 –0.11 ...
58.40 43.52 ChinaPetrol SNP 10.4 6 47.23 +0.80 2.4674 16.72 7.68 Costamare CMRE 3.8 6 12.20 +0.29 .115 108.38 85.56 DukeEnergy DUK 3.8 26 102.97 –0.07 .985 10.15 10.00 EverestConsol MNTN.UT ... ... 10.03 –0.12 ...
107.97 58.74 CBRE Group CBRE ... 25 105.82 +4.07 ... 23.64 14.28 CoterraEnergy CTRA 2.6 22 19.39 –0.27 .175 63.52 37.61 DukeRealty DRE 1.8 26 62.59 +0.50 .28 289.68 209.63 EverestRe RE 2.3 11 267.02 +0.09 1.55
16.11 8.58 CCC Intelligent CCCS ... dd 11.55 +0.35 ... 39.96 25.08 ChinaSoAirlines ZNH ... dd 28.38 +0.83 ...
19.59 10.57 ChinaYuchai CYD 15.4 6 11.04 +0.04 1.70 11.12 6.20 Coty COTY ... dd 10.52 +0.79 ... 26.95 16.61 Dun&Bradstreet DNB ... dd 20.09 +0.54 ... 69.45 51.92 Evergy EVRG 3.4 17 66.75 –0.14 .5725
5.53 1.41 CCC Intell Wt CCCS.WT ... ... 3.49 +0.08 ... 69.00 25.06 Coupang CPNG ... dd 30.23 +1.08 ... 87.27 66.37 DuPont DD 1.5 7 78.54 +2.03 .30 26.61 12.32 Everi EVRI ... 33 21.64 +1.99 ...
12.00 9.95 CCNeubergerII PRPB.UT ... ... 10.05 –0.12 ... 1958.55 1256.27 Chipotle CMG ... 70 1748.67 +64.83 ...
153.24 100.11 ChoiceHotels CHH .6 37 152.66 +9.44 .2375 62.53 22.80 Coursera COUR ... dd 25.09 +0.88 ... 81.40 32.42 DutchBros BROS ... ... 52.85 +4.81 ... 92.66 76.64 EversourceEner ES 2.7 26 89.44 +0.04 .6025
11.37 9.71 CCNeubergerII PRPB ... dd 9.86 ... ... 40.66 31.01 CousinsProperties CUZ 3.1 48 39.44 +0.73 .31 105.28 62.88 DycomInds DY ... 64 91.26 +3.22 ... 51.06 33.85 Evertec EVTC .4 24 49.58 +1.73 .05
2.91 0.90 CCNeubergerIIWt PRPB.WT ... ... 1.26 +0.02 ... 197.92 144.00 Chubb CB 1.7 10 190.64 +0.87 .80
42.87 38.25 ChunghwaTel CHT 2.9 26 41.82 +0.69 1.5457 108.67 72.47 Crane CR 1.7 14 99.68 +3.67 .43 3.72 2.26 DynagasLNG DLNG ... 2 2.88 –0.09 ... 34.60 15.50 EvolentHealth EVH ... dd 26.98 +0.44 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

10.84 9.86 CCNeubergerIII PRPC.UT ... ... 10.00 –0.04 ... 11.06 7.08 Crawford A CRD.A 3.2 11 7.51 +0.09 .06 80.13 39.12 Dynatrace DT ... cc 60.69 +3.11 ... 49.38 22.00 EvoquaWater AQUA ... cc 45.83 +1.48 ...
10.10 9.65 CCNeubergerIII A PRPC ... ... 9.81 –0.05 ... 102.27 77.62 Church&Dwight CHD 1.0 30 99.53 +1.44 .2525
6.21 0.91 ChurchillV Wt CCV.WT ... ... .99 –0.12 ... 10.67 6.87 Crawford B CRD.B 3.3 10 7.31 +0.01 .06 20.51 15.32 DynexCapital DX 9.4 4 16.68 +0.43 .13 10.40 9.61 ExecutiveNtwkA ENPC ... 17 9.80 ... ...
1.47 0.85 CCNeubergerIII Wt PRPC.WT ... ... 1.05 +0.03 ... 169.50 88.67 Credicorp BAP 1.0 11 119.89 +3.02 1.2198 1.52 0.57 ExecutiveNtwkWt ENPC.WT ... ... .59 –0.03 ...
72.95 36.39 CF Industries CF 1.7 52 72.30 +7.49 .30 13.75 9.92 ChurchillCapCorp.V CCV.UT ... ... 10.07 –0.09 ...
93.93 74.58 CGI GIB ... 20 87.25 +2.39 ... 13.88
12.97
9.22
9.86
ChurchillCapV A
ChurchillCapVI
CCV
CCVI.UT
...
...
dd
...
9.81
9.95
–0.10
–0.14
...
...
14.95
17.00
9.06
11.90
CreditSuisse
CrescentEnergy
CS
CRGY
.4
...
cc
...
9.69
12.43
+0.31
–0.85
.0542
... E 13.97
32.64
0.86
11.74
Express
Expro
EXPR
XPRO
...
...
dd
dd
3.07
14.15
+0.15
+0.62
...
...
22.50 11.16 CI&T CINT ... 55 11.85 –0.86 ... 5.48 2.23 CrescentPoint CPG 3.0 2 4.78 +0.36 .0352 5.97 2.67 Exterran EXTN ... dd 3.02 +0.10 ...
24.52 11.71 CI Financial CIXX 2.7 14 21.10 +0.40 .1447 10.61 9.70 ChurchillVI A CCVI ... dd 9.77 –0.11 ... 10.00 9.83 EG Acqn EGGF.UT ... ... 9.91 ... ...
1.99 0.86 ChurchillVI Wt CCVI.WT ... ... 1.09 –0.01 ... 33.94 18.05 CrestwoodEquity CEQP 9.9 dd 25.19 +0.23 .625 219.58 106.56 ExtraSpaceSt EXR 2.3 40 218.00 +2.85 1.25
56.62 34.77 CIT Group CIT 2.6 8 53.61 +7.30 .35 10.26 7.35 CrestwoodEqUn CEQP.PR 8.7 ... 9.74 +0.15 .2111 9.95 9.59 EG Acqn A EGGF ... ... 9.72 +0.02 ... 66.38 40.97 ExxonMobil XOM 5.8 dd 61.02 +0.99 .88
14.10 10.11 CITICCapAcqn CCAC.UT ... ... 10.31 –0.01 ... 11.50 9.74 ChurchillCapVII CVII.UT ... ... 9.96 –0.03 ... 1.00 0.53 EG Acqn Wt EGGF.WT ... ... .66 +0.03 ...
10.00 9.64 ChurchillVII A CVII ... cc 9.77 –0.02 ... 15.50 7.41 CrossTimbers CRT 8.8 11 11.60 +1.06 .1371
12.21 9.81 CITICCapAcqnA CCAC ... 99 10.01 +0.01 ... 33.38 21.15 elfBeauty ELF ... 92 31.62 +1.33 ...
3.55 0.50 CITICCapAcqnWt CCAC.WT ... ... .56 –0.06 ... 1.90
18.71
0.83
11.75
ChurchillVII Wt
Cian
CVII.WT
CIAN
...
...
...
dd
1.04
13.24
–0.11
+0.44
...
...
23.24
204.62
16.86
146.15
CrossAmerPtrs
CrownCastle
CAPL
CCI
11.0
2.9
39
66
19.06
199.39
–0.41
–1.95
.525
1.47 135.98 87.36 EMCOR EME .4 19 125.55 +4.05 .13 F
65.79 53.19 CMS Energy CMS 2.7 21 63.52 –0.66 .435 114.55 85.65 CrownHoldings CCK .8 24 105.69 –1.24 .20 29.76 19.76 ENI E 4.0 26 27.66 +0.70 1.0194
49.08 37.57 CNA Fin CNA 3.5 9 43.78 +0.45 .38 77.01 47.52 Ciena CIEN ... 24 76.00 +1.88 ... 98.20 48.20 EOG Rscs EOG 3.4 17 87.18 +3.18 .75 16.41 10.59 FastAcqn FST.UT ... ... 11.77 –0.05 ...
272.81 190.88 Cigna CI 1.8 10 225.89 +6.27 1.00 10.50 9.74 CrownPropTech CPTK.UT ... ... 10.02 ... ...
19.22 12.46 CNH Indl CNHI .7 16 18.89 +1.18 .131 10.00 9.55 CrownPropA CPTK ... ... 9.86 +0.01 ... 725.40 328.90 EPAM Systems EPAM ... 92 663.08 +26.75 ... 14.10 9.93 FastAcqnA FST ... dd 10.20 +0.05 ...
27.89 21.06 CNO Financial CNO 2.2 7 23.96 +0.40 .13 27.85 13.84 Cinemark CNK ... dd 17.43 +1.22 ... 56.07 30.79 EPR Prop EPR 6.5 cc 46.48 +1.70 .25 9.92 1.30 FastAcqnWt FST.WT ... ... 3.75 +0.11 ...
20.00 12.02 CinerRscs CINR 7.9 18 17.18 +0.21 .34 1.19 0.49 CrownPropWt CPTK.WT ... ... .55 –0.05 ...
16.08 10.01 CNX Resources CNX ... dd 14.02 +0.10 ... 14.39 9.70 CrucibleAcqn CRU.UT ... ... 9.96 –0.03 ... 9.99 9.57 EQ Health A EQHA ... 8 9.75 ... ... 10.25 9.81 FastAcqnII FZT.UT ... ... 9.90 ... ...
36.23 6.42 CONSOL Energy CEIX ... dd 24.33 +2.07 ... 43.20 24.18 CircorIntl CIR ... dd 27.35 +1.86 ... ... 23.24 12.27 EQT EQT ... dd 22.13 +0.87 ... 10.00 9.60 FastAcqnII A FZT ... ... 9.73 +0.01 ...
80.29 57.40 Citigroup C 3.4 6 60.21 +0.67 .51 11.10 9.62 CrucibleAcqnA CRU ... 9.75 +0.01 ...
53.99 40.92 CRH CRH 2.2 28 51.59 +1.59 .23 3.30 0.69 CrucibleAcqnWt CRU.WT ... ... .70 –0.05 ... 115.84 75.19 ESCO Tech ESE .4 35 86.66 –1.19 .08 1.67 0.71 FastAcqnII Wt FZT.WT ... ... 1.02 +0.09 ...
69.41 33.04 CS Disco LAW ... dd 36.33 –2.02 ... 51.54 34.59 CitizensFin CFG 3.3 9 46.63 +1.17 .39 cc 10.10 9.75 ESM Acqn ESM.UT ... ... 9.93 –0.01 ... 49.62 33.66 FB Financial FBK 1.0 11 43.37 +1.27 .11
32.34 16.95 CryoLife CRY ... 20.35 +1.06 ...
60.00 38.65 CTO Realty CTO 6.7 3 59.76 +4.29 1.00 7.06 4.81 Citizens CIA ... cc 5.76 +0.12 ... 57.29 31.44 CubeSmart CUBE 3.1 51 55.80 +0.01 .43 9.92 9.61 ESM Acqn A ESM ... ... 9.72 +0.01 ... 17.75 9.38 F45Training FXLV ... dd 11.07 +0.36 ...
39.49 28.72 CTS CTS .4 dd 36.32 +2.17 .04 19.43 9.25 CityOfficeREIT CIO 4.1 19 19.29 +0.89 .20 139.70 85.58 Cullen/Frost CFR 2.4 19 125.48 +0.67 .75 1.15 0.57 ESM Acqn Wt ESM.WT ... ... .73 +0.02 ... 50.40 22.04 Figs FIGS ... dd 26.36 +1.23 ...
176.94 27.52 C3.ai AI ... dd 34.25 +2.44 ... 25.28 13.09 Civeo CVEO ... dd 18.81 –0.53 ... 17.88 8.62 Culp CULP 5.1 17 8.97 –0.08 .115 28.92 7.22 ESSTech GWH ... dd 13.50 +1.89 ... 123.66 87.27 FMC FMC 1.9 24 109.12 +5.14 .53
20.10 12.58 Curo CURO 2.7 8 16.57 +0.54 .11 59.65 19.03 CivitasRsrcs CIVI 3.8 14 48.07 –1.71 .4625 277.09 203.38 Cummins CMI 2.7 14 213.97 +2.94 1.45 6.65 0.75 ESSTechWt GWH.WT ... ... 3.39 +0.84 ... 13.83 9.28 FNB FNB 4.0 10 11.98 +0.33 .12
22.24 11.22 CVR Energy CVI ... dd 16.22 +0.90 ... 34.79 20.31 Clarivate CLVT ... dd 24.74 +1.04 ... 136.97 103.55 CurtissWright CW .5 23 135.93 +3.55 .18 14.58 8.26 E2open ETWO ... ... 10.91 +0.46 ... 15.28 7.71 FreyrBattery FREY ... dd 11.41 –0.14 ...
87.20 14.70 CVR Partners UAN 11.7 cc 79.77 +2.54 2.93 18.59 14.96 ClarosMtg CMTG 9.1 ... 16.18 –0.59 .37 22.01 13.89 Cushman&Wkfd CWK ... 65 21.92 +1.57 ... 4.72 1.66 E2openWt ETWO.WT ... ... 2.77 +0.15 ... 4.92 1.10 FreyrBatteryWt FREY.WT ... ... 3.80 –0.01 ...
102.22 67.08 CVS Health CVS 2.2 18 101.31 +0.95 .55 11.15 9.81 ClassAccel CLAS.UT ... ... 9.97 –0.02 ... 11.36 6.09 CustomTruck CTOS ... dd 8.04 +0.62 ... 166.42 98.24 EagleMaterials EXP .6 20 163.58 +3.82 .25 23.45 16.10 FS KKR Cap FSK 12.0 2 20.60 +0.51 .62
2326.80 1621.19 CableOne CABO .6 32 1738.13 +60.18 2.75 9.97 9.46 ClassAccelA CLAS ... dd 9.71 –0.03 ... 3.00 0.80 CustomTruckWt CTOS.WT ... ... 2.50 +0.17 ... 13.15 4.97 EarthstoneEner ESTE ... dd 10.34 +0.34 ... 154.83 105.07 FTI Consulting FCN ... 21 150.80 +4.17 ...
65.25 42.72 Cabot CBT 2.7 13 54.58 +0.82 .37 1.29 0.49 ClassAccelWt CLAS.WT ... ... .59 +0.03 ... 66.17 17.68 CustomersBancorp CUBI ... 8 62.97 +5.91 ... 23.65 19.64 EasterlyGovtProp DEA 4.7 75 22.52 +0.23 .265 122.53 75.00 Fabrinet FN ... 28 118.02 +3.09 ...
46.94 24.81 Cactus WHD 1.1 66 37.32 +0.49 .10 118.89 73.69 CleanHarbors CLH ... 27 95.56 –1.30 ... 3.63 1.00 CypressEnvl CELP ... dd 1.10 +0.01 ... 220.42 131.28 EastGroup EGP 2.0 71 217.30 +2.53 1.10 485.48 294.21 FactSet FDS .7 46 479.51 +6.39 .82
35.59 24.87 CadenceBank CADE 2.7 11 29.15 +0.55 .20 3.70 1.40 ClearChannelOutdr CCO ... dd 3.42 +0.17 ... 130.47 96.27 EastmanChem EMN 2.6 32 117.39 –1.29 .76 553.97 342.89 FairIsaac FICO ... 32 435.10 +22.85 ...
23.74 14.16 Cadre CDRE 1.5 49 21.25 +0.65 .08 65.70 24.02 ClearSecure YOU ... dd 30.30 +3.24 ... 13.99 4.90 EastmanKodak KODK ... 9 5.11 –0.04 ... 14.32 3.38 FangHoldings SFUN ... dd 3.50 –0.21 ...
34.19 21.65 CAE CAE ... 71 25.34 +1.25 ... 27.68 19.26 ClearwaterAnalytic CWAN ... dd 21.72 +0.90 ... D 175.72 114.01 Eaton ETN 1.8 33 168.04 +2.97 .76 12.31 9.96 FarPeakAcqn FPAC.UT ... ... 10.80 +0.16 ...
29.36 13.23 Caleres CAL 1.3 39 21.86 –0.05 .07 45.81 27.30 ClearwaterPaper CLW ... dd 36.06 –3.80 ... 238.93 201.15 Ecolab ECL .9 58 228.24 +2.79 .51 11.30 9.66 FarPeakAcqnA FPAC ... dd 10.10 +0.02 ...
47.18 20.70 CaliforniaRscs CRC 1.6 1 41.65 –0.80 .17 36.56 23.21 ClearwayEnergyA CWEN.A 3.9 cc 33.27 +0.51 .34 10.88 9.71 D&ZMedia DNZ.UT ... ... 9.90 ... ... 15.91 11.37 Ecopetrol EC .7 9 13.13 –0.01 .0932 3.62 0.76 FarPeakAcqnWt FPAC.WT ... ... 2.10 +0.10 ...
71.74 51.02 CalWtrSvc CWT 1.3 31 69.36 +0.03 .23 39.75 24.93 ClearwayEnergyC CWEN 3.7 cc 35.79 +0.60 .34 10.84 9.60 D&ZMediaA DNZ ... dd 9.74 –0.03 ... 18.90 9.12 Ecovyst ECVT .0 dd 10.22 +0.25 3.20 73.87 28.40 Farfetch FTCH ... dd 32.95 +2.01 ...
76.60 28.58 Calix CALX ... 18 66.23 +4.20 ... 26.51 12.77 Cleveland-Cliffs CLF ... 5 20.29 –0.30 ... 1.45 0.50 D&ZMediaWt DNZ.WT ... ... .60 ... ... 46.44 29.87 EdgewellPersonal EPC 1.3 21 44.58 +1.12 .15 14.85 8.42 FarmlandPtrs FPI 1.7 dd 11.92 +0.07 .05
37.75 23.65 CallawayGolf ELY ... 13 27.01 +1.02 ... 12.38 9.81 ClimateRealI CLIM.UT ... ... 9.99 –0.01 ... 33.85 18.05 DCP Midstream DCP 6.1 55 25.61 +0.15 .39 68.37 53.92 EdisonInt EIX 4.1 34 67.67 +0.97 .70 122.75 33.55 Fastly FSLY ... dd 39.38 –1.30 ...
65.45 12.22 CallonPetrol CPE ... dd 48.95 +3.77 ... 10.20 9.55 ClimateReal II A CLIM ... 70 9.78 ... ... 6.30 2.03 DHI Group DHX ... cc 6.04 +0.36 ... 129.12 78.44 EdwardsLife EW ... 55 128.57 +6.45 ... 2.05 0.77 FathomDigitalWt ATMR.WT ... ... 1.13 +0.15 ...
177.45 94.59 CamdenProperty CPT 1.9 cc 173.49 +1.88 .83 2.49 0.91 ClimateReal II Wt CLIM.WT ... ... 1.00 ... ... 7.19 5.11 DHT DHT 2.5 dd 5.25 ... .02 39.17 16.12 8x8 EGHT ... dd 17.63 +0.32 ... 124.37 62.26 FedAgriMtg A AGM.A 3.1 11 113.00 –1.66 .88
28.49 12.16 Cameco CCJ ... dd 22.22 +1.07 ... 9.98 6.45 ClipperRealty CLPR 3.9 dd 9.63 +0.73 .095 13.12 9.80 DPCM Capital XPOA.UT ... ... 10.15 +0.16 ... 37.49 27.16 ElancoAnimal ELAN ... dd 28.88 +0.61 ... 137.01 72.97 FedAgriMtg C AGM 2.9 12 120.67 +3.66 .88
53.77 39.76 CampbellSoup CPB 3.5 13 41.96 –1.16 .37 59.00 2.68 CloopenGroup RAAS ... dd 3.27 +0.18 ... 11.96 9.65 DPCM Cap A XPOA ... 18 9.79 –0.04 ... 56.00 43.08 ElancoAnimalUn ELAT 5.6 ... 44.99 +0.45 .625 135.56 81.85 FederalRealty FRT 3.2 44 132.38 +2.86 1.07
49.20 25.69 CampingWorld CWH 5.1 7 39.56 +1.13 .50 231.11 156.23 Clorox CLX 2.7 49 169.83 –4.33 1.16 3.51 0.58 DPCM Cap Wt XPOA.WT ... ... .64 +0.03 ... 189.84 97.89 Elastic ESTC ... dd 123.98 +6.32 ... 48.88 31.70 FederalSignal FSS .8 24 42.37 +0.37 .09
53.64 28.10 CanadaGoose GOOS ... 92 37.30 +0.86 ... 221.64 60.96 Cloudflare NET ... dd 137.27 +2.68 ... 13.29 7.88 DRDGOLD DRD ... 8 8.24 –0.02 ... 14.48 7.46 EldoradoGold EGO ... dd 9.43 +0.69 ... 38.18 26.37 FederatedHermes FHI 2.9 13 37.37 –0.26 .27
123.13 83.93 CIBC CM 4.1 10 115.90 +3.44 1.2587 6.34 2.95 CN Finance CNF ... 5 2.99 –1.61 ... 123.74 98.43 DTE Energy DTE 3.0 26 116.82 +0.22 .825 26.92 15.86 ElementSolns ESI 1.4 26 23.61 +0.58 .08 319.90 216.34 FedEx FDX 1.2 17 253.82 +3.50 .75
136.22 100.66 CanNtlRlwy CNI 1.6 23 121.67 –5.64 .4988 58.92 48.11 Coca-Cola KO 2.9 29 58.22 +0.49 .42 52.78 45.37 DTEEnergy DTP 6.1 ... 51.00 +0.12 .7813 4.90 2.54 ElevateCredit ELVT ... dd 3.01 +0.10 ... 176.20 116.70 Ferguson FERG 1.4 21 175.93 +9.70 1.665
44.33 22.40 CanNaturalRes CNQ 4.6 10 40.54 +1.79 .4622 59.07 41.53 Coca-Cola Femsa KOF 4.5 18 54.53 +1.86 1.244 50.52 38.21 DT Midstream DTM 5.0 15 47.53 +0.43 .60 19.60 14.44 EllingtonFin EFC 10.6 5 17.03 +0.57 .15 278.78 183.82 Ferrari RACE .4 45 253.46 +0.95 1.0386
83.07 64.37 CanPacRlwy CP .9 19 71.25 –1.10 .1536 12.60 4.56 CoeurMining CDE ... dd 5.17 +0.23 ... 44.18 22.74 DXC Tech DXC ... 22 32.57 +1.94 ... 13.92 9.81 EllingtonResiMtg EARN 11.1 35 10.82 +0.68 .10 22.00 13.79 Ferro FOE ... 29 21.74 +0.17 ...
19.60 2.60 Cango CANG 7.2 2 3.21 +0.38 1.00 101.22 62.43 Cohen&Steers CNS 2.0 31 89.96 –1.34 1.25 28.44 18.60 Dana DAN 1.8 16 22.50 +0.59 .10 10.39 9.82 ElliottOppII EOCW.UT ... ... 10.03 +0.03 ... 52.93 35.72 FidNatlFin FNF 3.5 5 50.90 +0.55 .44
46.57 29.16 Cannae CNNE ... 9 36.14 +3.68 ... 12.39 9.95 CohnRobbins CRHC.UT ... ... 10.07 –0.15 ... 333.96 211.22 Danaher DHR .3 41 320.79 +7.38 .21 10.11 9.55 ElliottOppIIA EOCW ... ... 9.77 +0.02 ... 155.96 101.79 FidNatlInfo FIS 1.4 cc 109.05 +1.07 .39
17.43 7.87 CanoHealth CANO ... dd 9.37 –0.12 ... 11.46 9.65 CohnRobbinsA CRHC ... dd 9.83 –0.01 ... 89.41 19.69 Danaos DAC 2.9 2 70.07 ... .50 1.52 0.95 ElliottOppIIWt EOCW.WT ... ... 1.05 +0.01 ... 1.80 0.85 FigureAcqnI Wt FACA.WT ... ... 1.11 +0.04 ...
5.70 1.95 CanoHealthWt CANO.WT ... ... 2.53 –0.06 ... 2.90 0.80 CohnRobbinsWt CRHC.WT ... ... .80 –0.28 ... 66.30 8.18 DanimerScientific DNMR ... dd 8.97 +0.07 ... 15.06 9.30 EmbotellAndinaA AKO.A 6.8 9 10.00 –0.01 .2129 11.95 9.61 FigureAcqnI FACA.UT ... ... 10.10 +0.05 ...
25.94 18.17 Canon CAJ 2.6 14 25.07 +0.03 .4027 54.67 36.32 Colfax CFX ... 57 45.15 +1.14 ... 130.33 37.10 DaqoNewEnergy DQ ... 4 38.93 –1.77 ... 17.36 11.27 EmbotellAndinaB AKO.B 6.0 11 12.40 –0.13 .2342 10.55 9.63 FigureAcqnI A FACA ... 85 9.81 –0.01 ...
177.95 95.47 CapitalOne COF 1.7 5 145.10 +1.02 .60 212.81 152.72 ColfaxUn CFXA 3.1 ... 182.55 +3.05 1.4375 164.28 110.89 Darden DRI 2.8 21 148.84 +9.01 1.10 19.40 6.23 Embraer ERJ ... dd 17.18 +2.39 ... 11.67 3.66 FinanceofAm FOA ... dd 3.99 +0.09 ...
69.26 40.25 Capri CPRI ... 23 61.69 +0.22 ... 86.21 74.01 ColgatePalm CL 2.2 26 82.79 +0.31 .45 85.98 54.86 DarlingIngred DAR ... 20 64.50 –0.05 ... 7.28 3.22 EmeraldHldg EEX ... dd 3.40 –0.13 ... 2.31 0.42 FinanceofAmWt FOA.WT ... ... .48 –0.02 ...
10.88 9.60 CapstarSpacA CPSR ... dd 9.95 +0.02 ... 9.78 9.55 ColombierAcqnA CLBR ... ... 9.63 –0.02 ... 28.26 21.98 Datto MSP ... cc 26.64 +0.58 ... 127.20 29.88 EmergentBiosol EBS ... 11 45.52 +0.48 ... 10.15 9.76 FinTechEvol FTEV.UT ... ... 9.89 –0.02 ...
1.96 0.60 CapstarSpacWt CPSR.WT ... ... .69 –0.06 ... 10.00 9.60 ColombierAcqnUn CLBR.UT ... ... 9.80 –0.11 ... 136.48 94.38 DaVita DVA ... 13 111.42 +6.55 ... 105.99 77.76 EmersonElec EMR 2.3 24 91.28 +0.59 .515 10.29 9.60 FinTechEvolA FTEV ... cc 9.70 ... ...
December 27, 2021 BARRON’S 47

New York Stock Exchange Composite List


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
1.43 0.55 FinTechEvolWt FTEV.WT ... ... .66 +0.01 ... 10.68 10.13 GigCapital5 GIA.UT ... ... 10.37 +0.07 ... 10.97 9.61 HighlandTransI HTPA ... dd 9.92 ... ...
10.61 2.14 FinVolution FINV 3.1 4 4.90 –0.29 .17 0.75 0.40 GigCapital5Wt GIA.WT ... ... .53 –0.01 ... 2.90 0.65 HighlandTranIWt HTPA.WT ... ... 1.60 –0.01 ...
78.46 48.69 FirstAmerFin FAF 2.7 7 76.38 +1.39 .51 43.63 24.81 Gildan GIL 1.5 16 40.76 +0.55 .154 48.98 36.90 HighwoodsProp HIW 4.6 17 43.81 +0.27 .50 Broad Smiles: Cumulative Breadth on the NYSE bounced back last
14.91 8.88 FirstBanCorp FBP 2.9 11 13.59 +0.44 .10 15.86 7.91 GinkgoBioworks DNA ... dd 10.67 –0.50 ... 3.38 1.81 HillIntl HIL ... dd 1.96 +0.04 ...
16.28 10.52 FirstCmwlthFin FCF 2.9 12 15.92 +0.63 .115 4.50 1.58 GinkgoBioworksWt DNA.WT ... ... 2.92 –0.12 ... 52.84 38.18 Hillenbrand HI 1.7 16 52.40 +2.85 .2175 week, as the S&P 500 shrugged off Omicron and rose 2.3% to a new
9.90 1.51 First HS Educ FHS ... ... 1.62 –0.24 ... 67.35 44.10 GlacierBancorp GBCI 2.3 17 56.03 +0.61 .32 39.60 26.73 Hilltop HTH 1.4 7 34.65 –0.12 .12
19.45 12.47 FirstHorizon FHN 3.8 9 15.97 +0.19 .15 19.48 13.34 Glatfelter GLT 3.3 28 16.98 +0.20 .14 56.33 28.88 HiltonGrandVac HGV ... dd 51.17 +4.53 ... high. NYSE gainers outnumbered decliners by 5 to 2.
65.13 40.08 FirstIndRlty FR 1.7 34 64.01 +0.56 .27 99.00 39.35 Glaukos GKOS ... dd 46.80 +3.02 ... 155.22 98.57 Hilton HLT ... cc 154.71 +13.77 ... BREADTH DJIA
10.28 9.73 FirstLightAcqnA FLAG ... ... 9.82 +0.01 ... 44.09 33.53 GSK GSK 4.6 19 43.76 +0.66 .5234 25.40 5.47 Hims&HersHealth HIMS ... dd 6.65 +0.21 ...
0.75 0.51 FirstLightWt FLAG.WT ... ... .53 –0.02 ... 14.35 5.74 GlobalBlue GB ... dd 6.86 +0.07 ... 15.05 2.52 Hippo HIPO ... dd 3.09 +0.36 ... 615000 36600
24.01 9.86 FirstMajestic AG .2 77 11.54 +0.69 .0049 2.55 0.44 GlobalBlueWt GB.WT ... ... .64 +0.03 ... 4.82 0.40 HippoWt HIPO.WT ... ... .58 +0.11 ...
DJIA

s
222.86 139.13 FirstRepBank FRC .4 28 203.91 +4.57 .22 6.31 3.46 GlobalCordBlood CO ... 7 4.27 +0.35 ... 19.46 13.28 HireRight HRT ... dd 14.70 +0.48 ...
40.71 29.20 FirstEnergy FE 3.8 22 40.53 +0.45 .39 45.97 32.39 GlobalIndl GIC 1.6 21 41.18 +0.71 1.00 18.17 3.77 HoeghLNG Ptrs HMLP .9 3 4.27 –0.11 .01
14.00 9.95 FirstMarkHorizon FMAC.UT ... ... 10.18 +0.01 ... 17.40 12.40 GlobalMedREIT GMRE 4.8 cc 17.15 +0.38 .205 13.64 9.24 Holley HLLY ... dd 12.59 +0.46 ... 606000 35200
14.44 9.70 FirstMarkHorizonA FMAC ... cc 9.89 +0.04 ... 20.11 13.78 GlobalNetLease GNL 10.7 dd 14.95 +0.13 .40 4.00 0.71 HolleyWt HLLY.WT ... ... 3.54 +0.30 ...
4.50 0.85 FirstMarkHorizonWt FMAC.WT ... ... .98 –0.23 ... 27.50 16.50 GlobalPtnrs GLP 10.1 24 22.54 –0.70 .575 23.69 13.32 HollyEnergy HEP 8.6 8 16.31 +0.16 .35
31.96 9.61 Fisker FSR ... dd 17.22 +0.18 ... 220.81 116.75 GlobalPayments GPN .7 43 135.37 +7.30 .25 42.39 24.60 HollyFrontier HFC .0 11 32.08 +0.10 .35
8.93 5.17 FivePoint FPH ... dd 6.26 +0.42 ... 26.51 11.15 GlobalShipLease GSL 4.6 7 21.79 +0.82 .25 29.76 19.11 HomeBancShares HOMB 2.3 12 24.36 +0.48 .14 597000 33800
336.00 108.19 FiverrIntl FVRR ... dd 117.27 –0.43 ... 354.62 188.67 Globant GLOB ... cc 297.69 +25.81 ... 420.61 246.59 HomeDepot HD 1.7 27 397.07 +9.09 1.65 s
56.77 39.31 Flagstar FBC .5 4 47.04 +1.86 .06 108.22 85.25 GlobeLife GL .9 13 92.70 +3.02 .1975 33.42 26.33 HondaMotor HMC 3.6 6 28.08 +0.22 .484 BREADTH 600,732
10.36 9.63 FlameAcqn FLME.UT ... ... 10.08 –0.03 ... 84.23 59.37 GlobusMedical GMED ... 40 72.22 +4.01 ... 44.74 36.21 HoraceMannEdu HMN 3.2 11 38.63 +0.95 .31 588000 32400
10.02 9.57 FlameAcqnA FLME ... 71 9.72 ... ... 93.75 65.70 GoDaddy GDDY ... 58 76.00 +4.26 ... 13.19 9.96 HorizonAcqnII HZON.UT ... ... 10.31 +0.11 ...
1.58 0.46 FlameAcqnWt FLME.WT ... ... .66 +0.05 ... 10.24 10.05 GoGreenInvts GOGN.UT ... ... 10.07 –0.06 ... 12.16 9.68 HorizonII A HZON ... 62 9.82 –0.02 ...
295.36 200.78 FleetCorTech FLT ... 23 223.69 +9.43 ... 9.94 9.86 GoGreenInvtsA GOGN ... ... 9.93 –0.01 ... 3.27 0.82 HorizonII Wt HZON.WT ... ... 1.01 –0.06 ...
25.44 7.81 FlexLNG FLNG 13.2 10 22.76 +2.07 .75 0.70 0.40 GoGreenInvtsWt GOGN.WT ... ... .47 –0.03 ... 11.78 6.62 HorizonGlobal HZN ... dd 8.15 –0.22 ... 579000 31000
145.89 81.20 Floor&Decor FND ... 48 129.96 +8.43 ... 12.53 7.75 GoldFields GFI 2.7 10 10.58 +0.17 .1106 50.86 40.48 HormelFoods HRL 2.2 29 47.77 –0.40 .26
2.74 0.60 FlotekIndustries FTK ... dd .61 –0.05 ... 10.68 9.56 GoldenFalconA GFX ... 46 9.74 +0.01 ... 110.45 64.32 DR Horton DHI .9 9 104.92 +1.90 .225
27.72 21.66 FlowersFoods FLO 3.1 26 26.89 –0.19 .21 11.40 9.90 GoldenFalconAcqnUn GFX.UT ... ... 10.10 +0.02 ... 119.89 63.38 HoulihanLokey HLI 1.7 17 103.60 +3.91 .43
44.39 28.15 Flowserve FLS 2.6 24 30.22 +1.18 .20 2.45 0.57 GoldenFalconWt GFX.WT ... ... .65 –0.02 ... 146.34 30.17 Hovnanian HOV ... 1 125.49 +10.74 ... 570000 29600
25.68 14.41 Fluor FLR ... dd 24.53 +0.20 ... 20.65 17.00 GoldmanSachsBDC GSBD 9.3 6 19.41 +0.36 .45 113.20 76.13 HowardHughes HHC ... dd 98.74 +8.03 ... J F M A M J J A S O N
89.59 67.74 FomentoEconMex FMX 1.9 58 75.37 –0.95 .5677 426.16 253.75 GoldmanSachs GS 2.1 6 385.04 +3.24 2.00 36.03 22.91 HowmetAerospace HWM .3 48 31.13 +1.17 .02
66.71 38.90 FootLocker FL 2.9 5 41.92 –0.11 .30 47.12 30.35 Gorman-Rupp GRC 1.5 38 44.28 +0.98 .17 28.77 12.79 HuanengPower HNP 3.5 dd 28.19 +4.04 1.1071 In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
21.49 8.43 FordMotor F 2.0 28 20.25 +0.48 .10 80.98 64.34 Graco GGG 1.1 31 78.57 +2.21 .21 212.54 149.07 Hubbell HUBB 2.1 31 204.40 –0.59 1.05 added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we
10.59 9.76 ForestRoad II FRXB.UT ... ... 9.90 +0.05 ... 10.00 9.82 GrafAcqnIV GFOR.UT ... ... 9.93 –0.04 ... 866.00 347.78 HubSpot HUBS ... dd 675.00 +6.50 ... plot. Dec. 31, 1985 =1000.
10.16 9.60 ForestRoadII A FRXB ... 69 9.71 –0.04 ... 10.00 9.63 GrafAcqnIV GFOR ... ... 9.66 –0.12 ... 9.60 5.22 HudbayMinerals HBM .2 dd 7.10 +0.60 .0079
1.71 0.75 ForestRoadAcqnIIWt FRXB.WT ... ... .81 –0.02 ... 1.99 0.75 GrafAcqnIVWt GFOR.WT ... ... 1.48 +0.02 ... 30.35 22.75 HudsonPacProp HPP 4.1 dd 24.65 +0.61 .25
26.55 18.41 Forestar FOR ... 10 21.39 +0.17 ... 14.17 8.78 GrafTechIntl EAF .3 8 11.65 –0.08 .01 475.44 370.22 Humana HUM .6 22 460.54 +7.21 .70
48.88 20.55 ForgeRock FORG ... dd 27.06 +1.78 ... 17.44 11.41 Graham GHM 3.5 dd 12.70 +0.48 .11 10.18 10.06 HuntCosAcqnI HTAQ.UT ... ... 10.10 +0.01 ... 52-Week Tick Div 52-Week Tick Div
47.79 38.49 Fortis FTS 3.6 23 47.44 +0.50 .4248 685.00 509.35 GrahamHoldings GHC 1.0 6 585.52 +15.95 1.51 224.13 156.36 HuntingIngalls HII 2.6 11 182.21 –1.90 1.18 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
79.87 64.58 Fortive FTV .4 17 74.50 +1.61 .07 516.35 356.23 Grainger GWW 1.3 29 503.01 +10.12 1.62 34.47 24.10 Huntsman HUN 2.3 9 32.84 +0.34 .1875
11.08 9.75 FortressCap FCAX.UT ... ... 9.91 ... ... 44.31 25.88 GraniteConstr GVA 1.4 64 38.36 +1.29 .13 94.92 65.44 HyattHotels H ... dd 93.62 +10.02 ... 35.90 7.07 IonQ IONQ ... dd 17.86 +1.09 ... 5.80 4.07 KingswayFin KFS ... dd 5.50 +0.03 ...
10.10 9.50 FortressCapA FCAX ... 85 9.74 –0.04 ... 15.92 9.03 GranitePointMtg GPMT 8.3 9 12.10 +0.45 .25 22.25 5.57 Hyliion HYLN ... dd 6.69 +0.53 ... 23.89 1.80 IonQWt IONQ.WT ... ... 7.51 +0.42 ... 11.17 10.10 KingswoodAcqn KWAC.UT ... ... 10.20 –0.26 ...
2.22 0.72 FortressCapWt FCAX.WT ... ... .82 –0.05 ... 81.67 55.47 GraniteREIT GRP.UT 2.9 6 81.31 +1.66 .2014 102.17 35.30 HysterYaleMatls HY 3.1 dd 41.58 +0.16 .3225 52.04 27.72 IronMountain IRM 4.8 23 51.30 +0.05 .6185 10.35 9.77 KingswoodA KWAC ... dd 10.12 ... ...
34.79 20.40 FortressTransport FTAI 4.6 dd 28.93 +2.70 .33 21.56 15.36 GraphicPkg GPK 1.6 23 18.67 –1.14 .075 47.50 3.98 IronNet IRNT ... dd 4.73 +0.41 ... 1.29 0.40 KingswoodWt KWAC.WT ... ... .43 –0.06 ...
11.76
10.70
9.80
9.65
FortressValueIII
FortressVal III A
FVT.UT
FVT
...
...
...
...
9.95
9.78
+0.04
+0.01
...
...
25.24
23.75
16.30
14.99
GrayTelevision
GrayTelevision A
GTN
GTN.A
1.6
1.7
8
8
20.30
18.81
+0.94
+0.17
.08
.08 I 11.90
13.19
0.82
7.37
IronNetWt
ironSource
IRNT.WT
IS
...
...
...
cc
1.04
8.20
+0.12 ...
+0.19 ...
8.34
70.60
4.90
47.58
KinrossGold
Kirby
KGC
KEX
2.2
... dd
7 5.57
59.70
+0.02
+1.19
.03
...
2.76 0.73 FortressVal III Wt FVT.WT ... ... .82 –0.06 ... 14.74 9.62 GreatAjax AJX 7.4 9 13.02 +0.21 .24 27.75 14.35 iStar STAR 2.0 25 24.84 +0.73 .125 46.98 31.72 KirklandLakeGold KL 1.8 12 40.82 +1.06 .1875
10.15 9.65 FortressValueIV FVIV.UT ... ... 9.86 –0.02 ... 37.60 19.71 GreatWesternBncp GWB .6 9 32.44 +0.49 .05 66.85 46.50 IAA IAA ... 24 49.81 +1.16 ... 6.11 2.75 ItauCorpBanca ITCB ... dd 2.97 –0.12 ... 23.14 14.30 KiteRealty KRG 3.4 cc 21.41 +0.90 .19
10.23 9.50 FortressValueIV A FVIV ... 62 9.75 ... ... 32.25 18.27 GreenBrickPtrs GRBK ... 10 29.88 +1.25 ... 22.14 13.96 ICICI Bank IBN .3 24 19.33 +0.52 .0547 5.57 3.55 ItauUnibanco ITUB 3.6 7 3.74 +0.04 .0029 61.87 39.17 Knight-Swift KNX .7 16 58.95 –0.03 .10
1.75 0.78 FortressValueIV Wt FVIV.WT ... ... .87 –0.02 ... 61.85 33.26 GreenDot GDOT ... 60 35.81 +0.26 ... 9.76 4.56 ICL Group ICL 1.6 22 9.51 –0.16 .0837 12.73 10.03 IvanhoeCap IVAN.UT ... ... 10.52 –0.04 ... 20.34 12.34 KnotOffshore KNOP 15.9 ... 13.12 –0.05 .52
9.85 2.91 FortunaSilver FSM ... 12 3.99 +0.77 ... 50.21 33.29 Greenbrier GBX 2.4 47 44.66 +1.41 .27 112.90 85.30 IDACORP IDA 2.7 22 109.15 –0.63 .75 11.47 9.50 IvanhoeCapA IVAN ... dd 9.94 –0.02 ... 22.88 17.84 Knowles KN ... 24 22.72 +0.74 ...
114.01 80.40 FortBrandsHome FBHS 1.1 19 102.75 +2.01 .28 20.09 11.04 Greenhill GHL 1.1 6 18.02 +0.30 .05 67.30 11.85 IDT IDT ... 14 44.31 +0.81 ... 4.00 0.86 IvanhoeCapWt IVAN.WT ... ... 1.87 –0.03 ... 64.80 38.36 Kohl's KSS 2.0 8 50.19 +2.36 .25
.53 18.48 12.34 IHS Holding IHS ... 44 14.32 +1.39 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

28.50 11.58 ForumEnergyTech FET ... dd 15.63 +0.36 ... 16.50 7.00 GreenTree GHG .0 18 8.51 +0.57 61.23 33.60 KoninklijkePhil PHG 2.4 25 36.30 +1.11 1.0331
135.82 83.26 IHS Markit INFO .6 86 132.90 +1.68 .20
30.42
2.64
25.57
0.53
FourCornersProp
FourSeasonsEduc
FCPT
FEDU
4.6
...
26
dd
28.67
.78
+0.49
–0.02
.3325
...
72.00
71.30
44.64
45.18
Greif A
Greif B
GEF
GEF.B
3.2
4.7
9
6
57.23
57.44
–2.43
–1.65
.46
.68 15.65 8.65 ING Groep ING 4.3 ... 13.80 +0.48 .5626 J 69.16
39.44
35.48
27.91
KontoorBrands
Koppers
KTB
KOP
3.6
...
15
8
50.94
31.07
+0.21
+1.38
.46
...
163.79 105.62 Franco-Nevada FNV .9 38 135.49 +1.91 .30 29.19 19.76 Griffon GFF 1.2 19 28.91 +3.73 .09 4.83 2.99 INNOVATE VATE ... dd 3.73 +0.13 ... 12.50 8.66 KoreaElcPwr KEP 4.8 dd 9.07 –0.06 1.1139
17.74 14.26 FrankBSPRealty FBRT 7.4 6 15.38 +0.36 .285 212.23 118.46 Group1Auto GPI .7 6 187.95 –3.06 .35 29.71 16.82 Invesco IVZ 2.9 9 23.34 +0.73 .17 10.54 9.92 JATT Acqn JATT.UT ... ... 10.26 +0.20 ... 84.68 41.97 KornFerry KFY .6 15 75.51 +2.36 .12
50.92 21.24 FranklinCovey FC ... 47 45.64 +2.52 ... 140.77 98.07 GpoAeroportuar PAC .0 30 132.40 –1.24 1.9241 10.14 9.64 IonAcqn3 IACC ... ... 9.73 –0.03 ... 10.05 9.70 JattAcqnA JATT ... ... 9.85 ... ... 4.24 1.80 KosmosEnergy KOS ... dd 3.49 +0.18 ...
38.27 23.96 FranklinRscs BEN 3.5 9 33.42 +0.20 .29 212.37 155.38 GpoAeroportSur ASR ... 27 199.34 +2.75 ... 5.35 0.98 IONGeophysical IO ... dd 1.04 –0.24 ... 0.94 0.43 JattAcqnWt JATT.WT ... ... .46 +0.03 ... 46.60 26.37 Kraton KRA ... 15 46.19 +0.08 ...
11.27 9.81 FreedomAcqnI FACT.UT ... ... 9.83 –0.05 ... 7.03 5.07 GpoAvalAcc AVAL 4.9 7 5.24 ... .0212 279.68 170.00 IQVIA IQV ... 71 278.01 +10.58 ... 34.98 27.12 JBG SMITH Prop JBGS 3.1 dd 28.66 +0.17 .225 47.99 31.26 Kroger KR 1.9 33 43.21 –1.58 .21
10.30 9.60 FreedomI A FACT ... 66 9.69 ... ... 3.63 1.63 GpoSupervielle SUPV ... 19 2.01 +0.15 ... 5.17 3.48 IRSA IRS ... dd 4.31 +0.12 ... 31.47 22.90 JELD-WEN JELD ... 15 25.49 +1.07 ... 18.41 12.06 KronosWorldwide KRO 4.9 19 14.68 –0.07 .18
1.55 0.54 FreedomI Wt FACT.WT ... ... .66 +0.05 ... 15.06 7.15 GrupoTelevisa TV .8 16 9.48 +0.19 .0881 2.76 0.14 IRSA Wt IRS.WT ... ... .16 +0.01 ... 24.50 3.41 J.Jill JILL ... dd 16.84 +0.74 ... 15.06 3.01 KukeMusic KUKE ... dd 4.15 +0.57 ...
46.10 24.31 FreeportMcM FCX .7 16 41.13 +3.13 .075 31.12 19.56 Guess GES 3.9 9 22.84 +0.84 .225 105.54 74.46 ITT ITT .9 44 100.40 +2.62 .22 172.96 123.57 JPMorganChase JPM 2.5 10 157.26 +0.50 1.00 40.00 15.45 Kyndryl KD ... dd 19.11 +0.83 ...
43.33 29.71 FreseniusMed FMS ... 17 32.07 +1.56 ... 134.22 91.77 Guidewire GWRE ... dd 113.81 +1.57 ... 3.95 2.16 IamGold IAG ... ... 3.14 +0.20 ... 70.79 40.87 Jabil JBL .5 14 69.81 +4.23 .08
... 9.95
L
36.57 22.92 FreshDelMonte FDP 1.8 14 27.41 +0.49 .15 18.00 12.25 GuildHldgs GHLD .0 3 14.11 –0.04 1.00 10.20 9.80 IberePharm IBER.UT ... 9.92 +0.01 ... 10.01 JacksonAcqn RJAC.UT ... ... 9.97 +0.02 ...
9.86 5.73 Frontline FRO ... dd 7.08 +0.39 ... 88.86 58.71 GulfportEnergy GPOR ... dd 71.77 +1.61 ... 9.95 9.60 IberePharmA IBER ... cc 9.73 +0.01 ... 41.75 22.29 JacksonFinl JXN 5.0 1 39.85 +2.07 .50
57.47 14.64 fuboTV FUBO ... dd 17.70 +1.08 ... 1.00 0.50 IberePharmWt IBER.WT ... ... .59 +0.03 ... 149.55 100.05 JacobsEngg J .6 45 137.35 +1.82 .21
10.28 10.00 IconicSports ICNC.UT ... ... 10.28 +0.10 ... 11.65 0.63 LAIX LAIX ... dd .66 –0.03 ...
22.80 7.95 FullTruck YMM ... dd 8.30 –1.71 ...
H 10.04 9.83 IconicSportsA ICNC ... ... 10.04 +0.14 ...
41.85
48.55
27.75
27.96
JamesHardie
JanusHenderson
JHX
JHG
.7
3.6
41
11
40.36
42.07
+1.18
+0.95
.40
.38 11.30 10.05 L&F Acqn LNFA.UT ... ... 10.28 –0.10 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

80.13 49.80 FullerHB FUL .8 28 79.13 +1.18 .1675


10.19 9.72 FusionAcqnII FSNB.UT ... ... 9.91 –0.05 ... 0.60 0.44 IconicSportsWt ICNC.WT ... ... .58 –0.02 ... 15.94 10.50 JanusInternational JBI ... dd 12.35 +0.91 ... 10.70 9.58 L&F Acqn A LNFA ... cc 10.04 –0.04 ...
9.85 9.60 FusionAcqnIIA FSNB ... ... 9.69 –0.05 ... 263.92 156.43 HCA Healthcare HCA .8 13 252.05 –1.74 .48 240.33 185.23 IDEX IEX .9 41 230.64 +1.91 .54 10.97 9.90 JawsMustang JWSM.UT ... ... 10.02 –0.03 ... 2.00 0.51 L&F Acqn Wt LNFA.WT ... ... .69 +0.03 ...
1.09 0.55 FusionAcqnIIWt FSNB.WT ... ... .65 –0.09 ... 139.80 51.34 HCI Group HCI 1.8 cc 87.52 –2.19 .40 24.50 2.66 iHuman IH ... dd 3.02 +0.33 ... 10.10 9.64 JawsMustangA JWSM ... dd 9.76 –0.01 ... 163.33 122.99 LCI Inds LCII 2.4 15 149.88 –1.27 .90
17.86 7.04 FutureFuel FF 3.2 35 7.59 +0.03 .06 84.70 61.35 HDFC Bank HDB ... 25 63.25 –0.14 ... 246.62 192.89 IllinoisToolWks ITW 2.0 28 240.50 +2.32 1.22 1.50 0.94 JawsMustangWt JWSM.WT ... ... 1.04 –0.03 ... 12.31 7.25 LG Display LPL ... 5 9.64 +0.23 ...
11.51 9.75 HH&L Acqn HHLA.UT ... ... 9.97 +0.01 ... 25.05 13.60 Imax IMAX ... dd 18.38 +0.54 ... 44.47 22.87 JefferiesFin JEF 2.6 6 38.64 +1.20 .25 10.86 1.83 LSB Inds LXU ... dd 9.98 +1.32 ...
10.00 9.60 HH&L Acqn HHLA ... dd 9.76 +0.01 ... 7.97 2.42 IndependenceContr ICD ... dd 2.94 +0.36 ... 44.73 31.36 LTC Properties LTC 6.9 22 33.27 –0.99 .19
G 1.14 0.45 HH&L Acqn Wt HHLA.WT ... ... .50 –0.03 ... 57.43 36.99 Independence IHC .8 26 56.59 –0.11 .22
5.39
77.95
0.73
28.39
JianpuTech
JinkoSolar JKS
JT ...
...
...
dd
.98
43.17
+0.07
–3.12
...
... 246.08 168.70 L3HarrisTech LHX 2.0 28 208.26 +0.33 1.02
11.46 9.60 H.I.G.AcqnA HIGA ... 50 9.80 +0.01 ... 25.86 13.01 IndepRealty IRT .4 82 23.56 –0.75 .0209 17.00 6.06 JobyAviation JOBY ... 28 7.37 +0.39 ... 46.74 31.92 La-Z-Boy LZB 1.8 13 36.07 +0.26 .165
29.94 17.00 GAMCO Investors GBL .7 8 24.35 –0.94 .04 2.04 0.54 H.I.G.AcqnWt HIGA.WT ... ... .69 +0.01 ... 10.27 10.08 IndlHumanCap AXH.UT ... ... 10.19 –0.06 ... 5.89 1.30 JobyAviationWt JOBY.WT ... ... 1.83 +0.18 ... 313.04 200.46 LabCorp.ofAmerica LH ... 11 301.91 –6.01 ...
107.33 80.76 GATX GATX 1.9 37 103.07 +2.51 .50 46.93 32.22 HNI HNI 3.0 24 41.14 +0.62 .31 9.90 9.80 IndlHumanCap AXH ... ... 9.90 ... ... 177.56 110.53 JohnBeanTech JBT .3 42 153.00 +2.42 .10 12.65 9.26 LadderCapital LADR 6.6 92 12.20 +0.65 .20
10.22 9.82 G&P Acqn GAPA.UT ... ... 10.02 –0.06 ... 38.49 23.85 HP HPQ 2.7 7 37.65 +1.08 .25 0.70 0.35 IndlHumanCapWt AXH.WT ... ... .39 –0.02 ... 179.92 151.47 J&J JNJ 2.5 25 168.25 +0.02 1.06 86.41 50.22 LambWeston LW 1.6 35 61.75 +3.71 .245
10.00 9.66 G&P Acqn A GAPA ... 43 9.83 –0.01 ... 11.38 9.60 HPX A HPX ... dd 9.83 –0.02 ... 47.80 38.30 IndustrsBachoco IBA 2.0 8 42.08 +2.39 .4249 81.15 45.55 JohnsonControls JCI 1.7 34 78.11 +1.06 .34 10.70 1.53 Lannett LCI ... dd 1.83 +0.11 ...
1.00 0.45 G&P Acqn Wt GAPA.WT ... ... .47 –0.03 ... 2.10 0.50 HPX Wt HPX.WT ... ... .56 –0.08 ... 10.30 10.00 InfiniteAcqnUn NFNT.UT ... ... 10.02 –0.01 ... 273.19 141.39 JonesLang JLL ... 17 264.87 +15.83 ... 99.26 18.93 LaredoPetrol LPI ... dd 63.13 +4.15 ...
32.00 20.76 GCPAppliedTechs GCP ... cc 31.78 –0.07 ... 32.43 24.31 HSBC HSBC 3.6 11 29.87 +0.57 .35 10.10 10.00 InFinTAcqnUn IFIN.UT ... ... 10.01 –0.05 ... 69.89 9.94 JumiaTech JMIA ... dd 12.41 –0.13 ... 66.77 33.75 LasVegasSands LVS ... dd 38.59 +3.15 ...
11.00 4.96 GEO Group GEO .0 7 7.67 +0.03 .25 36.33 6.08 HUYA HUYA ... 10 7.09 –0.26 ... 40.13 27.51 Informatica INFA ... dd 35.21 –1.22 ... 10.28 10.08 JuniperII JUN.UT ... ... 10.10 –0.01 ... 53.00 38.68 Lazard LAZ 4.3 10 43.99 +1.55 .47
43.71 26.79 GFLEnvironmental GFL .1 dd 37.97 +2.58 .011 142.11 49.26 Haemonetic HAE ... 90 54.16 +1.04 ... 24.80 16.52 Infosys INFY 1.0 37 24.73 +0.69 .2012 ... ... JuniperII A JUN ... ... 9.80 ... ... 204.91 144.78 Lear LEA 1.0 20 180.02 +5.62 .77
97.17 67.19 GFL Env Un GFLU 3.4 ... 86.97 +5.55 .75 19.97 9.61 Hagerty HGTY ... dd 13.65 –2.75 ... 62.06 40.64 IngersollRand IR .1 38 59.74 +1.52 .02 ... ... JuniperII Wt JUN.WT ... ... .72 ... ... 10.25 9.69 LearnCW LCW.UT ... ... 10.03 +0.02 ...
61.79 28.19 GMS GMS ... 14 58.04 +3.66 ... 6.88 0.54 HagertyWt HGTY.WT ... ... 3.70 –1.27 ... 89.55 63.43 Ingevity NGVT ... 21 71.94 +0.07 ... 34.51 22.09 JuniperNetworks JNPR 2.3 75 34.13 +0.49 .20 10.04 9.61 LearnCWInvtA LCW ... ... 9.90 +0.13 ...
10.79 9.51 GoAcqnA GOAC ... 36 9.83 ... ... 26.75 17.23 Halliburton HAL .8 51 22.71 +0.60 .045 101.30 73.82 Ingredion INGR 2.7 39 94.81 –0.55 .65 4.97 0.95 JupaiHoldings JP ... dd 1.06 +0.01 ... 0.62 0.48 LearnCWInvtWt LCW.WT ... ... .49 –0.05 ...
2.11 0.60 GoAcqnWt GOAC.WT ... ... .67 –0.03 ... 26.00 13.16 HamiltonBeach HBB 2.9 7 13.89 –0.34 .10 288.02 160.91 InnovativeIndProp IIPR 2.4 59 250.91 +9.64 1.50 59.16 37.05 Leggett&Platt LEG 4.2 14 39.57 +1.54 .42
6.20 82.75
11.43
10.20
5.14
9.79
GOL Linhas
GSquaredII
GOL
GSQB.UT
...
...
dd
...
6.46
9.97
+0.05
–0.04
...
...
22.82
26.69
14.21
16.16
Hanesbrands
Hanger
HBI
HNGR
3.7
...
dd
16
16.21
17.42
–0.10
–0.15
.15
...
10.36
1.92 0.70
Innovid
InnovidWt
CTV
CTV.WT
...
...
...
...
6.98
1.18
+0.23
+0.36
...
... K 113.75
3.97 0.74
Leidos
LejuHoldings
LDOS
LEJU
1.6
...
16
...
87.35
.81
+0.62
–0.06
.36
...
9.95 9.64 GSquaredIIA GSQB ... ... 9.80 –0.05 ... 72.42 44.69 HannonArmstrong HASI 2.6 50 53.15 +1.22 .35 10.27 9.83 InsightAcqn INAQ.UT ... ... 9.97 +0.03 ... 188.30 40.38 Lemonade LMND ... dd 45.66 –0.62 ...
11.32 9.71 G Squared I GSQD.UT ... ... 10.00 +0.09 ... 143.20 111.09 HanoverIns THG 2.3 11 127.71 –0.20 .75 10.00 9.70 InsightAcqnA INAQ ... ... 9.75 ... ... 20.85 13.55 KAR Auction KAR ... dd 15.53 +0.18 ... 49.21 8.08 LendingClub LC ... dd 25.75 +2.07 ...
10.02 9.07 GSquaredI A GSQD ... dd 9.89 +0.01 ... 52.06 31.20 HarleyDavidson HOG 1.7 11 36.24 –0.17 .15 0.75 0.47 InsightAcqnWt INAQ.WT ... ... .51 +0.01 ... 53.67 36.26 KB Fin KB 3.8 5 48.52 +0.15 .6391 117.54 71.52 Lennar A LEN .9 8 112.05 +6.21 .25
1.45 0.75 GSquaredI Wt GSQD.WT ... ... .81 –0.28 ... 5.76 3.00 HarmonyGold HMY 1.9 8 3.95 +0.19 .0184 129.32 75.24 Insperity NSP 1.6 38 115.02 +4.63 2.00 52.48 31.76 KB Home KBH 1.4 8 43.42 +1.45 .15 95.81 57.60 Lennar B LEN.B 1.1 6 91.87 +5.11 .25
105.92 48.38 GXO Logistics GXO ... 84 91.83 +5.44 ... 23.73 13.29 Harsco HSC ... 94 17.12 +0.73 ... 286.29 159.18 InspireMedical INSP ... dd 239.18 +25.50 ... 47.43 28.43 KBR KBR .9 dd 46.65 +1.48 .11 356.36 266.77 LennoxIntl LII 1.2 24 316.11 +3.63 .92
171.18 112.92 Gallagher AJG 1.2 36 166.45 +2.05 .48 78.17 47.36 HartfordFinl HIG 2.3 11 68.27 +0.57 .385 141.10 99.36 InstalledBldg IBP .9 35 139.02 +7.36 .30 78.00 15.15 KE Holdings BEKE ... cc 19.00 –0.36 ... 10.54 9.50 LeoHldgsII A LHC ... cc 9.75 –0.03 ...
483.00 17.08 GameStop GME ... dd 152.14 –3.50 ... 52.84 27.00 HavertyFurn HVT 3.3 6 30.51 –1.59 2.00 46.50 22.09 InsteelInds IIIN .3 11 38.82 +0.84 2.00 10.22 9.90 KKR Acqn I KAHC.UT ... ... 9.99 –0.01 ... 1.60 0.57 LeoHldgsII Wt LHC.WT ... ... .69 +0.05 ...
7.05 2.62 Gannett GCI ... dd 5.61 +0.63 ... 51.91 27.73 HavertyFurn A HVT.A 3.0 6 30.76 –1.63 1.90 29.59 18.52 Instructure INST ... dd 23.11 +0.12 ... 10.03 9.65 KKRAcqnI A KAHC ... ... 9.73 –0.02 ... 30.84 19.25 LeviStrauss LEVI 1.1 22 24.62 +0.66 .08
149.05 1.82 GaotuTechedu GOTU ... dd 1.93 –0.09 ... 45.97 32.96 HawaiianElec HE 3.4 18 40.31 +0.09 .34 101.61 73.32 IntegerHoldings ITGR ... 32 85.79 +1.89 ... 1.53 0.90 KKRAcqnI Wt KAHC.WT ... ... 1.05 +0.02 ... 15.56 9.98 LexingtonRealty LXP 3.2 20 15.22 +0.14 .12
37.63 15.84 Gap GPS 2.8 13 17.28 +0.46 .12 10.00 9.85 HawksAcqn HWKZ.UT ... ... 9.97 –0.03 ... 10.15 9.94 IntegratedRail IRRX.UT ... ... 10.00 –0.07 ... 83.90 37.49 KKR KKR .8 8 75.74 +4.16 .145 15.74 7.69 Li-Cycle LICY ... dd 10.05 +0.05 ...
178.81 113.59 Garmin GRMN 2.0 23 134.48 +2.25 .67 10.23 9.65 HawksAcqnA HWKZ ... ... 9.71 +0.01 ... 10.18 10.03 IntegratedWellness WEL.UT ... ... 10.15 +0.05 ... 23.42 17.10 KKR RealEstFin KREF 8.1 10 21.26 +0.61 .43 4.67 1.40 Li-CycleWt LICY.WT ... ... 2.43 –0.04 ...
369.00 149.74 Gartner IT ... 40 325.53 +5.46 ... 0.65 0.40 HawksAcqnWt HWKZ.WT ... ... .41 ... ... 54.58 30.52 IntelligentSys INS ... 42 40.23 +0.96 ... 11.24 5.90 KoreGroup KORE ... dd 6.98 +0.61 ... 17.78 8.50 LibertyOilfield LBRT ... dd 10.16 +0.73 ...
5.94 2.46 GasLogPartners GLOP .9 3 4.27 –0.01 .01 28.65 15.61 Hayward HAYW ... cc 24.56 +0.29 ... 139.79 108.95 ICE ICE 1.0 25 135.84 +2.46 .33 2.49 0.76 KoreGroupWt KORE.WT ... ... 1.06 +0.19 ... 148.40 75.54 LifeStorage LSI 2.3 52 146.86 +1.39 .86
18.94 12.34 GatesIndustrial GTES ... 18 15.43 +0.02 ... 33.77 28.00 HealthcareRealty HR 3.9 cc 31.17 –0.08 .3025 75.20 58.74 InterContinentl IHG ... dd 64.20 +4.37 ... 15.35 10.41 KT KT 3.7 7 13.65 +0.28 .4986 23.37 15.81 LifeTime LTH ... dd 18.08 +1.47 ...
24.00 9.15 GatosSilver GATO ... dd 10.80 +0.63 ... 34.83 26.11 HealthcareAmer HTA 3.9 67 33.25 –0.27 .325 35.96 17.67 IntercorpFinSvcs IFS 3.0 6 25.53 +1.92 .65 240.47 129.55 Kadant KAI .4 34 224.16 +1.21 .25 5.69 1.00 LightInTheBox LITB ... 87 1.06 –0.07 ...
22.00 7.01 GencoShipping GNK 3.9 27 15.27 +0.44 .15 37.69 28.15 HealthpeakProp PEAK 3.4 31 35.19 +0.27 .30 145.99 112.10 IBM IBM 5.0 25 130.63 +3.23 1.64 20.76 8.89 Kaleyra KLR ... dd 9.73 –0.03 ... 17.36 5.67 Lightng eMotors ZEV ... dd 6.79 +0.56 ...
524.31 219.47 Generac GNRC ... 43 351.29 –6.14 ... 9.44 4.50 HeclaMining HL .3 cc 5.27 +0.27 .0112 157.08 103.94 IntlFlavors IFF 2.2 cc 143.09 –1.34 .79 8.50 1.20 KaleyraWt KLR.WT ... ... 2.20 –0.02 ... 5.00 0.97 LightningWt ZEV.WT ... ... 1.21 +0.06 ...
210.21 144.50 GeneralDynamics GD 2.3 18 204.69 +2.49 1.19 151.60 115.57 Heico HEI .1 65 142.28 +6.41 .09 32.95 15.11 IntlGameTech IGT 2.8 27 28.95 +3.20 .20 59.80 33.93 Kaman KAMN 1.9 cc 42.63 +0.96 .20 130.02 38.12 Lightspeed LSPD ... dd 40.80 +0.39 ...
116.17 83.20 GeneralElec GE .3 21 94.00 +2.55 .08 139.65 104.11 Heico A HEI.A .1 58 128.64 +7.25 .09 61.80 43.87 IntlPaper IP 4.0 10 45.84 ... .5125 68.60 56.61 Kellogg K 3.7 17 62.87 –1.58 .58 283.90 161.78 EliLilly LLY 1.4 42 273.10 +5.68 .98
69.68 53.96 GeneralMills GIS 3.1 18 65.99 –1.66 .51 114.89 50.90 HeliosTech HLIO .3 38 103.11 +7.08 .09 22.39 13.77 IntlSeaways INSW 1.6 dd 14.70 –0.54 .06 83.98 51.39 Kemper KMPR 2.2 49 56.28 +2.69 .31 77.57 44.59 LincolnNational LNC 2.7 10 67.87 +2.11 .45
65.18 40.04 GeneralMotors GM ... 8 56.91 +1.75 ... 6.76 2.88 HelixEnergy HLX ... dd 3.38 +0.07 ... 10.18 9.70 InterPrivateII IPVA.UT ... ... 9.90 –0.01 ... 43.04 32.50 Kennametal KMT 2.2 27 35.57 +0.79 .20 343.31 240.80 Linde LIN 1.3 50 339.17 +5.34 1.06
73.72 27.67 Genesco GCO ... 6 59.82 +0.40 ... 36.26 20.93 Helm&Payne HP 4.0 dd 24.75 +1.33 .25 10.71 9.65 InterPrivateII A IPVA ... ... 9.71 –0.02 ... 24.02 16.93 KennedyWilson KW 4.1 7 23.43 +0.91 .24 179.27 123.68 Lindsay LNN .9 39 151.85 +5.57 .33
13.48 5.73 GenesisEnergy GEL 5.7 dd 10.51 +0.42 .15 59.00 36.52 Herbalife HLF ... 9 40.18 +0.25 ... 1.59 0.85 InterPrivateII Wt IPVA.WT ... ... .88 ... ... 48.61 26.56 KenonHoldings KEN ... 4 47.08 +1.43 ... 35.25 8.82 LionElectric LEV ... dd 9.74 +0.35 ...
8.50 4.74 GenieEnergy GNE ... dd 5.37 –0.35 ... 203.14 61.19 HercHoldings HRI 1.3 26 158.50 –2.81 .50 10.45 9.75 InterPrivateIII IPVF.UT ... ... 10.30 +0.12 ... 1.12 0.55 KensingtonV Wt KCGI.WT ... ... .96 ... ... 13.98 2.45 LionElectricWt LEV.WT ... ... 2.70 –0.01 ...
25.18 6.50 GeniusSports GENI ... dd 7.61 +0.14 ... 18.20 14.01 HerculesCapital HTGC 8.0 6 16.50 +0.36 .07 10.00 9.65 InterPrivateII A IPVF ... ... 9.92 +0.01 ... 10.97 9.95 KensingtonCapAcqnV KCGI.UT ... ... 10.51 ... ... 21.42 10.15 LionsGate A LGF.A ... dd 16.40 +1.11 ...
12.53 1.86 GeniusSportsWt GENI.WT ... ... 2.22 –0.09 ... 12.20 5.47 HeritageInsurance HRTG 4.1 dd 5.91 +0.05 .06 2.02 0.74 InterPrivateIII Wt IPVF.WT ... ... 1.59 +0.34 ... 10.38 9.71 KensingtonCapV A KCGI ... ... 9.83 +0.01 ... 18.77 9.31 LionsGate B LGF.B ... dd 15.24 +0.99 ...
53.07 38.28 Genpact G .8 27 52.36 +1.68 .1075 13.05 7.44 HershaHospitality HT ... dd 9.54 +0.94 ... 39.35 23.05 Interpublic IPG 2.9 21 36.85 +0.14 .27 24.57 15.95 KeyCorp KEY 3.4 9 22.74 +0.23 .195 417.98 272.76 LithiaMotors LAD .5 9 289.03 +2.78 .35
139.11 93.62 GenuineParts GPC 2.4 24 135.37 +2.12 .815 192.66 143.58 Hershey HSY 1.9 27 188.46 +0.84 .901 52.91 15.52 IntrepidPotash IPI ... 23 43.34 +1.16 ... 205.48 129.09 KeysightTechs KEYS ... 42 201.43 +4.23 ... 41.56 11.45 LithiumAmericas LAC ... dd 29.06 +0.30 ...
4.61 2.56 GenworthFin GNW ... 2 4.09 +0.09 ... 92.79 52.18 Hess HES 1.4 cc 73.49 +1.87 .25 10.94 2.18 Invacare IVC ... dd 2.28 –0.14 ... 74.05 54.26 KilroyRealty KRC 3.1 12 66.26 +0.14 .52 127.75 65.88 LiveNationEnt LYV ... dd 118.54 +13.40 ...
18.50 9.50 GeoPark GPRK 1.5 dd 10.89 +0.13 .041 30.35 18.88 HessMidstream HESM 7.6 16 26.86 +0.85 .5104 28.90 1.10 InvenTrust IVT 3.0 cc 27.83 +0.69 .2052 15.82 7.65 KimbellRoyalty KRP 8.5 dd 13.43 +0.17 .37 10.00 9.55 LiveOakCrestA LOCC ... ... 9.70 +0.04 ...
7.27 4.16 Gerdau GGB .5 3 4.74 –0.32 .2577 16.74 11.53 HewlettPackard HPE 3.0 6 15.76 +0.68 .12 4.60 2.63 InvescoMtg IVR 12.6 9 2.86 +0.05 .09 143.37 125.27 KimberlyClark KMB 3.3 24 138.89 –0.48 1.14 10.30 9.81 LiveOakCrestview LOCC.UT ... ... 10.16 –0.05 ...
34.21 25.94 GettyRealty GTY 5.3 17 31.15 +0.12 .41 64.99 42.91 Hexcel HXL ... dd 51.38 +2.90 ... 60.25 14.06 Invitae NVTA ... dd 16.61 –1.71 ... 24.95 14.27 KimcoRealty KIM 2.9 12 23.69 +0.87 .17 2.00 0.62 LiveOakCrestWt LOCC.WT ... ... 1.66 +0.20 ...
9.96 9.80 GigCapital5 GIA ... ... 9.87 –0.01 ... 11.50 9.86 HighlandTransI HTPA.UT ... ... 10.51 +0.03 ... 44.29 27.44 InvitatHomes INVH 1.5 cc 43.95 +1.05 .17 19.29 13.47 KinderMorgan KMI 6.9 20 15.64 +0.04 .27 10.53 9.83 LiveOakMobility LOKM.UT ... ... 10.00 +0.03 ...
48 BARRON’S December 27, 2021

New York Stock Exchange Composite List


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.
9.87 9.56 LiveOakMobilityA LOKM ... ... 9.77 ... ... 47.57 31.51 MillerIndustries MLR 2.2 15 32.50 –0.10 .18 11.28 9.75 NorthernGenesisIII NGC.UT ... ... 9.95 –0.01 ... 62.83 24.13 PagSeguroDig PAGS ... 38 26.71 +1.54 ... 124.69 67.60 QuantaServices PWR .3 29 111.88 +3.02 .07
1.75 0.82 LiveOakMobilWt LOKM.WT ... ... 1.03 –0.04 ... 88.62 60.80 MineralsTechs MTX .3 16 71.75 –0.69 .05 10.29 9.51 NorthernGenIII NGC ... ... 9.70 –0.06 ... 45.00 17.06 PalantirTech PLTR ... dd 18.93 –0.13 ... 10.22 9.50 QuantumFin QFTA ... dd 9.85 ... ...
33.04 14.73 Livent LTHM ... dd 24.99 +1.40 ... 16.66 9.75 MirionTech MIR ... dd 10.48 +0.16 ... 1.69 0.76 NorthernGenIII Wt NGC.WT ... ... .91 –0.02 ... 21.10 12.17 PampaEnergia PAM ... 4 19.73 +0.99 ... 0.90 0.24 QuantumFinWt QFTA.WT ... ... .46 –0.06 ...
87.38 38.50 LiveRamp RAMP ... dd 48.82 +3.20 ... 5.79 1.40 MirionTechWt MIR.WT ... ... 2.54 –0.01 ... 12.11 9.74 NorthernStarII NSTB.UT ... ... 9.82 ... ... 20.18 12.43 ParPacific PARR ... dd 14.89 +1.09 ... 122.70 19.12 QuantumScape QS ... dd 24.57 +0.79 ...
2.83 1.74 LloydsBanking LYG 2.8 7 2.51 +0.13 .037 10.28 9.72 MissionAdv MACC.UT ... ... 9.87 –0.01 ... 11.62 9.38 NorthernStrII A NSTB ... dd 9.71 ... ... 90.35 47.34 ParTechnology PAR ... dd 55.22 +5.28 ... 3.82 0.81 Qudian QD ... 1 1.01 +0.11 ...
39.85 4.24 loanDepot LDI 6.7 6 4.76 +0.27 .08 10.00 9.60 MissionAdvA MACC ... 38 9.73 ... ... 3.35 0.60 NorthernStrII Wt NSTB.WT ... ... .63 –0.01 ... 10.71 9.94 ParabellumAcqn PRBM.UT ... ... 10.13 –0.02 ... 173.89 113.36 QuestDiag DGX 1.5 10 167.05 –4.15 .62
12.87 4.86 LocalBounti LOCL ... ... 6.19 +0.78 ... 0.98 0.47 MissionAdvWt MACC.WT ... ... .54 –0.04 ... 10.19 9.65 NorthernStrIII A NSTC ... ... 9.75 +0.02 ... 10.05 9.75 ParabellumAcqn PRBM ... ... 9.75 –0.02 ... 17.93 5.09 QuotientTech QUOT ... dd 7.26 +0.28 ...
2.00 0.60 LocalBountiWt LOCL.WT ... ... .73 +0.10 ... 24.49 15.67 MisterCarWash MCW ... dd 18.54 +1.10 ... 1.79 0.80 NorthernStrIII Wt NSTC.WT ... ... .90 –0.02 ... 0.65 0.42 ParabellumAcqnWt PRBM.WT ... ... .48 –0.01 ...
396.99
59.39
319.81
43.74
LockheedMartin
Loews
LMT
L
3.2
.4
16
9
347.02
57.02
+2.88
+0.24
2.80
.0625
12.57
6.30
6.66
4.34
MistrasGroup
MitsubishiUFJ
MG
MUFG
...
3.4
56
7
7.46
5.56
–0.17
–0.05
...
.1115
10.19
2.00
9.64
0.74
NorthernStrIV A
NorthernStrIV Wt
NSTD
NSTD.WT
...
...
...
...
9.72
.88
–0.02
...
...
...
25.41
11.65
12.87
7.79
Paragon28
ParamountGroup
FNA
PGRE
...
3.3
...
dd
15.09
8.49
+1.19
+0.18
...
.07 R
8.26 5.00 LomaNegra LOMA ... 11 6.43 +0.39 ... 16.79 10.49 MiXTelematics MIXT 1.7 19 11.92 +0.63 .0647 10.46 9.70 NorthernStarIII NSTC.UT ... ... 9.86 –0.04 ... 16.20 12.73 ParkAerospace PKE 3.0 41 13.23 +0.26 .10
10.58 9.76 LongviewII LGV.UT ... ... 9.92 –0.07 ... 3.21 2.33 MizuhoFin MFG 4.1 6 2.59 –0.02 .0574 10.20 9.70 NorthernStarIV NSTD.UT ... ... 9.86 ... ... 24.67 15.77 ParkHotels PK ... dd 19.29 +1.90 ... 10.10 9.95 RCF Acqn RCFA.UT ... ... 10.03 –0.03 ...
10.25 9.71 LongviewII A LGV ... dd 9.76 –0.02 ... 10.07 7.47 MobileTeleSys MBT 8.2 8 7.92 +0.19 .2903 408.03 282.88 NorthropGrum NOC 1.6 13 381.17 +3.71 1.57 334.98 247.41 ParkerHannifin PH 1.3 22 311.89 +9.28 1.03 32.13 23.37 RELX RELX 2.1 34 31.87 +1.01 .1966
1.95 0.76 LongviewII Wt LGV.WT ... ... .85 –0.02 ... 48.20 25.83 ModelN MODN ... dd 29.61 +0.77 ... 56.75 41.71 NorthwestNat NWN 4.0 18 48.28 +0.59 .4825 45.01 30.55 Parsons PSN ... 64 33.76 +2.67 ... 43.85 26.05 RE/MAX RMAX 3.1 dd 30.14 +0.29 .23
78.43 36.39 LouisianaPacific LPX .9 5 76.39 +1.67 .18 18.54 9.26 ModineMfg MOD ... dd 9.96 –0.03 ... 34.49 17.78 NorwegCruise NCLH ... dd 22.72 +2.39 ... 11.06 4.85 PartyCity PRTY ... dd 5.64 +0.30 ... 22.23 8.31 REV REVG 1.4 21 14.00 +0.59 .05
263.31 150.84 Lowe's LOW 1.3 22 250.09 +2.00 .80 77.49 45.38 Moelis MC 3.8 11 62.37 +0.86 2.50 21.90 5.07 NouveauMonde NMG ... dd 7.23 +1.29 ... 558.97 302.44 PaycomSoftware PAYC ... cc 423.83 +17.01 ... 744.56 411.88 RH RH ... 25 546.09 –6.73 ...
5.13 2.62 Luby's LUB .0 dd 2.88 +0.06 2.00 231.80 134.09 MohawkInds MHK ... 11 171.16 +0.52 ... 98.52 79.34 Novartis NVS ... 20 86.66 +0.76 ... 39.23 22.53 Paymentus PAY ... cc 31.55 +3.66 ... 117.84 95.53 RLI RLI .9 19 109.38 –0.07 2.00
18.30 5.36 LufaxHolding LU ... 6 5.82 –0.05 ... 318.28 199.81 MolinaHealthcare MOH ... 31 316.73 +13.81 ... 117.35 66.59 NovoNordisk NVO 1.0 34 108.43 +0.98 .5503 19.57 3.18 Paysafe PSFE ... dd 4.07 +0.18 ... 17.51 11.92 RLJ Lodging RLJ .3 dd 14.04 +1.22 .01
35.10 15.00 LumberLiqu LL ... 8 17.16 +0.76 ... 68.75 45.29 MolsonCoorsA TAP.A 2.4 dd 57.00 +2.50 .34 11.36 9.80 NovusCapII NXU.UT ... ... 10.32 +0.06 ... 6.15 0.52 PaysafeWt PSFE.WT ... ... .74 +0.07 ... 35.00 3.30 RLX Tech RLX ... 27 4.11 +0.21 ...
16.60 9.66 LumenTech LUMN 7.8 dd 12.84 +0.25 .25 61.48 42.46 MolsonCoorsB TAP 3.0 dd 45.59 +0.85 .34 10.15 9.58 NovusCapII A NXU ... dd 9.94 +0.05 ... 19.83 1.71 PeabodyEnergy BTU ... dd 10.58 +0.40 ... 7.43 3.05 RPC RES ... dd 4.66 +0.14 ...
4.48 2.96 LumentFinance LFT 9.1 13 3.97 +0.16 .09 12.90 3.34 MoneyLion ML ... 17 3.78 ... ... 1.79 0.75 NovusCapII Wt NXU.WT ... ... 1.25 –0.04 ... 12.39 7.68 Pearson PSO 3.3 17 8.19 +0.08 .0861 100.39 76.43 RPM RPM 1.6 28 97.51 +0.71 .40
23.91 15.32 Luxfer LXFR 2.6 18 19.25 +0.25 .125 3.50 0.44 MoneyLionWt ML.WT ... ... .59 +0.04 ... 12.24 8.75 NuHoldings NU ... dd 9.83 +0.03 ... 26.45 17.57 PebblebrookHotel PEB .2 dd 22.28 +2.00 .01 14.99 8.14 RPTRealty RPT 3.7 17 12.98 +0.47 .12
118.02 84.06 LyondellBasell LYB 5.0 5 90.55 +2.79 1.13 21.14 16.09 MonmouthRealEst MNR 3.4 46 20.97 +0.02 .18 63.85 39.40 NuSkinEnts NUS 3.1 11 49.50 –0.04 .38 10.50 9.94 PegasusDigital PGSS.UT ... ... 10.14 +0.04 ... 11.15 1.96 RR Donnelley RRD ... 13 10.73 +0.01 ...
80.42 29.56 MontroseEnvl MEG ... dd 71.63 +6.14 ... 128.81 47.94 Nucor NUE 1.7 7 114.30 –3.70 .50 9.95 9.70 PegasusDigA PGSS ... ... 9.87 +0.06 ... 5.91 1.56 RYBEducation RYB ... 5 2.05 –0.19 ...
M 407.94 261.38 Moody's MCO .6 36 397.26 +3.62 .62 20.73 13.53 NuSTAREnergy NS 11.2 dd 14.26 –0.07 .40 0.70 0.44 PegasusDigWt PGSS.WT ... ... .58 –0.06 ... 25.31 19.10 RadianGroup RDN 2.7 7 20.51 +0.22 .14
91.95 67.77 Moog A MOG.A 1.3 16 78.75 +2.79 .25 75.66 46.60 Nutrien NTR 2.5 19 74.99 +4.15 .46 34.73 23.48 PembinaPipeline PBA 6.4 dd 30.11 +0.63 .1642 66.44 4.95 Rafael RFL ... dd 5.23 –0.07 ...
91.82 68.48 Moog B MOG.B 1.3 16 79.00 +6.14 .25 15.23 7.30 NuvationBio NUVB ... dd 8.23 –0.44 ... 3.47 0.89 PA Reit PEI ... dd .92 –0.11 ... 142.06 99.33 RalphLauren RL 2.5 21 112.14 –2.91 .6875
168.27 123.33 M&T Bank MTB 3.2 11 150.95 +3.80 1.20 105.95 66.85 MorganStanley MS 2.8 13 99.34 +2.21 .70 5.12 1.54 NuvationBioWt NUVB.WT ... ... 1.73 –0.35 ... 70.99 55.11 PennyMacFin PFSI 1.1 4 69.96 +1.91 .20 26.48 6.19 RangeResources RRC ... dd 18.32 +0.11 ...
16.41 5.96 MBIA MBI ... dd 12.44 +0.89 ... 43.24 21.40 Mosaic MOS 1.1 8 39.18 +2.72 .1125 38.48 21.81 nVentElectric NVT 1.9 25 37.42 +1.77 .175 21.53 16.76 PennyMacMtg PMT 10.5 14 17.83 +0.40 .47 12.35 3.45 RangerEnergySvcs RNGR ... dd 10.19 –0.04 ...
63.86 41.31 MDC Holdings MDC 3.7 7 53.93 +0.64 .50 11.86 9.84 MotiveCapital MOTV.UT ... ... 10.22 –0.05 ... 114.34 56.25 PenskeAuto PAG 1.7 8 102.85 +1.12 .46 42.97 12.01 Ranpak PACK ... dd 35.54 +1.81 ...
10.48 9.73 MDH Acqn MDH.UT ... ... 9.99 –0.01 ... 103.46 61.68 RaymondJames RJF 1.4 15 99.40 +2.02 .34
9.93 9.60 MDH Acqn A MDH ... 86 9.79 ... ...
10.87
3.24
9.61
0.65
MotiveCapA
MotiveCapWt
MOTV
MOTV.WT
...
...
dd
...
9.90
1.10
+0.02
+0.05
...
... O 80.40
320.00
51.08
171.22
Pentair
Penumbra
PNR
PEN
1.2
...
24
cc
71.22
275.55
+1.10
+22.35
.21
... 11.30 4.98 RayonierAdvMatls RYAM ... 4 5.55 +0.19 ...
1.01 0.38 MDH Acqn Wt MDH.WT ... ... .45 +0.01 ... 10.03 9.95 MotiveCapII MTVC.UT ... ... 10.00 +0.01 ... 59.89 38.82 PerformanceFood PFGC ... cc 45.16 +2.17 ... 41.09 28.89 Rayonier RYN 2.8 35 38.73 –0.48 .27
35.02 25.42 MDU Rscs MDU 3.0 15 29.49 +0.23 .2175 266.86 165.60 MotorolaSol MSI 1.2 36 262.90 +3.78 .79 27.73 16.00 OFGBancorp OFG 1.8 10 26.22 +0.91 .12 10.23 9.75 PeridotAcqnII PDOT.UT ... ... 9.90 ... ... 92.32 65.02 RaytheonTech RTX 2.4 39 84.90 +2.62 .51
4.90 3.61 MFA Financial MFA 9.4 7 4.67 +0.19 .11 48.66 16.01 Movado MOV 2.5 11 40.52 +1.65 .25 37.62 29.18 OGE Energy OGE 4.4 16 37.21 +0.35 .41 10.60 9.61 PeridotAcqnIIA PDOT ... ... 9.71 –0.05 ... 16.78 11.28 ReadyCapital RC 10.6 8 15.90 +0.54 .42
16.67 11.56 MGIC Investment MTG 2.3 8 14.09 +0.19 .08 63.07 34.05 MuellerIndustries MLI .9 9 58.51 +1.32 .13 19.46 10.64 O-I Glass OI ... 25 11.54 –0.19 ... 1.65 0.74 PeridotII Wt PDOT.WT ... ... .83 –0.06 ... 21.03 12.79 Realogy RLGY ... 6 16.93 +1.04 ...
43.19 29.92 MGMGrowthProp MGP 5.3 29 39.71 +2.25 .525 17.37 11.77 MuellerWater MWA 1.6 32 14.12 +0.20 .058 81.90 62.52 ONE Gas OGS 3.1 20 75.71 +0.25 .58 ... 72.24 55.20 RealtyIncome O 4.3 55 69.22 +1.44 .236
51.17 27.81 MGM Resorts MGM .0 35 45.74 +3.46 .0025 15.14 10.63 PerimeterSolns PRM ... 14.00 +1.30 ...
9.69 3.48 MultiPlan MPLN ... dd 4.42 +0.25 ... 66.78 37.39 ONEOK OKE 6.4 18 58.02 +0.17 .935 27.38 24.25 PeriphasCap PCPC.UT ... ... 24.77 +0.09 ... 14.12 9.81 RedBallAcqn RBAC.UT ... ... 10.58 +0.13 ...
74.85 42.22 MI Homes MHO ... 5 60.75 +3.39 ... 2.34 0.78 MultiPlanWt MPLN.WT ... ... 1.27 –0.01 ... 81.98 15.07 ON24 ONTF ... dd 17.90 +0.92 ... cc 12.40 9.69 RedBallAcqnA RBAC ... 43 9.90 –0.10 ...
35.21 9.25 MinisoGroup MNSO ... 49 10.07 +0.19 ... 26.49 23.35 PeriphasCapA PCPC ... 24.34 +0.04 ...
31.00 11.66 MurphyOil MUR 1.9 dd 25.76 +0.66 .125 66.31 26.92 OakStreetHealth OSH ... dd 35.10 +1.13 ... 5.50 1.36 PeriphasCapWt PCPC.WT ... ... 1.46 –0.03 ... 3.29 0.68 RedBallAcqnWt RBAC.WT ... ... 1.34 –0.13 ...
3.50 0.36 MOGU MOGU ... dd .44 +0.01 ... 197.28 12.51 9.79 OaktreeAcqnII OACB.UT ... ... 10.18 +0.02 ... 16.98 6.74 Redwire RDW ... dd 7.34 +0.10 ...
32.26 21.03 MPLX MPLX 9.8 11 28.86 +0.19 .575
119.47 MurphyUSA MUSA .6 15 191.63 –0.12 .29 194.42 119.95 PerkinElmer PKI .1 19 193.77 +6.18 .07
9.95 9.60 MusicAcqnA TMAC ... cc 9.69 –0.03 ... 11.28 9.55 OaktreeAcqnII A OACB ... dd 9.87 –0.06 ... 9.85 3.28 PermianBasin PBT 2.4 45 9.08 +0.48 .0246 7.88 0.95 RedwireWt RDW.WT ... ... 2.36 +0.05 ...
51.77 23.18 MP Materials MP ... 66 43.12 +0.64 ... ... 2.70 0.79 OaktreeAcqnIIWt OACB.WT ... ... 1.15 –0.04 ... 14.17 8.38 RedwoodTrust RWT 5.9 5 13.24 +0.41 .23
12.21 6.32 MRC Global MRC ... dd 7.15 +0.55 ...
1.01 0.50 MusicAcqnWt TMAC.WT ... .54 –0.06 ... 2.39 0.70 PermianvilleRT PVL 6.7 cc 2.15 –0.05 .025
23.98 18.53 MyersIndustries MYE 2.7 24 19.69 +0.55 .135 35.75 17.09 OccidentalPetrol OXY .1 dd 28.85 +0.81 .01 8.00 2.52 PermRock PRT 8.1 15 6.80 +0.09 .0699 174.12 119.30 RegalRexnord RRX .8 26 165.18 +3.93 .33
172.84 136.91 MSA Safety MSA 1.2 63 147.19 +4.36 .44 30.90 13.84 MyovantSciences MYOV ... dd 16.70 +0.97 ... 16.62 6.45 OccidentalPetrolWt OXY.WT ... ... 12.37 +0.72 ... 67.60 26.61 RegionalMgmt RM 1.7 8 57.20 +2.89 .25
679.85 380.00 MSCI MSCI .7 74 611.27 +21.05 1.04 50.90 35.34 Perrigo PRGO 2.4 dd 39.54 +1.82 .24
18.20 7.77 OceaneeringIntl OII ... dd 11.60 +0.66 ... 34.10 19.54 PershingSquare PSTH ... 20 19.74 +0.06 ... 24.89 15.69 RegionsFin RF 3.2 8 21.52 +0.25 .17
96.23 77.47 MSC Industrial MSM 3.6 22 83.94 +0.75 .75 40.06 1.67
10.39 9.56 M3-Brigade II A MBAC ... dd 9.91 +0.06 ... N 20.97
22.34
6.27
OcwenFinancial
Offerpad
OCN
OPAD
...
...
31
dd
39.52
7.39
+2.47
+0.03
...
...
17.80
54.50
0.73
30.26
PershingSquWt
PetroChina
PSTH.WT
PTR
...
6.7
...
9
1.33
44.56
–0.05
+0.30
...
1.7891
14.39
134.93 94.32
Regis
ReinsGrp
RGS
RGA
...
2.7
dd
13
1.69
109.44
–0.69
+8.44
...
.73
1.79 0.62 M3-BrigadeIIWt MBAC.WT ... ... 1.22 +0.07 ... 4.04 0.89 OfferpadWt OPAD.WT ... ... 1.05 +0.11 ... 181.21 114.26 RelianceSteel RS 1.7 9 158.67 –0.57 .6875
10.25 9.90 M3-BrigadeIII MBSC.UT ... ... 9.99 –0.02 ... 44.00 20.05 NACCO Inds NC 2.4 7 33.09 +2.24 .1975 30 12.38 7.06 PetroleoBrasil PBR 18.2 3 10.79 ... .381 dd
38.45 29.64 OilDriAmerica ODC 3.4 32.11 +1.92 .27 12.07 7.10 PetroleoBrasilA PBR.A 19.8 3 9.96 –0.18 .381 175.12 137.66 RenaissanceRe RNR .9 167.66 –0.59 .36
10.03 9.75 M3-BrigadeIII A MBSC ... ... 10.03 +0.27 ... 16.00 10.32 N-able NABL ... dd 11.72 +0.31 ... 9.49 4.42 OilStatesIntl OIS ... dd 5.16 +0.30 ... 26.30 24.20 RenaissancePfdG RNR.PRG 4.2 ... 25.10 +0.39 .2625
10.25 2.81 MV Oil MVO 11.5 12 8.57 +0.16 .365 50.00 31.32 NCR NCR ... dd 39.30 +0.56 ... 5 61.71 33.36 Pfizer PFE 2.7 17 58.71 –0.77 .40 36
26.69 17.94 OldRepublic ORI 3.7 24.08 –0.03 .22 106.51 78.34 PhilipMorris PM 5.4 16 92.93 –0.52 1.25 35.77 4.84 ReneSola SOL ... 6.04 –0.23 ...
36.25 19.10 Mytheresa MYTE ... dd 21.55 +1.06 ... 4.09 1.38 NGL Energy NGL ... dd 1.96 +0.01 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

64.76 22.76 Olin OLN 1.4 10 56.67 +2.07 .20 94.34 63.19 Phillips66 PSX 5.1 dd 71.90 +0.10 .92 28.38 4.55 Renren RENN ... ... 14.38 +1.57 ...
25.99 10.31 Macerich MAC 3.5 dd 17.03 +0.37 .15 66.99 27.79 NIO NIO ... dd 30.52 +0.52 ... 49.00 20.69 Olo OLO ... dd 22.42 +0.60 ... 145.98 88.62 RepublicSvcs RSG 1.4 36 135.42 +0.44 .46
42.17 24.21 Phillips66Ptrs PSXP 9.7 16 35.98 +0.04 .875
41.00 3.53 MacquarieInfr MIC .0 dd 3.59 –0.01 11.00 8.50 4.42 NL Industries NL ... 9 7.09 –0.12 ... 39.31 27.06 OmegaHealthcare OHI 9.5 15 28.22 +0.20 .67 2.83 0.80 PhoenixNewMedia FENG .0 2 .88 +0.02 1.3712 33.25 20.31 ResideoTech REZI ... 16 26.20 +1.05 ...
37.95 10.65 Macy's M 2.4 9 25.14 +0.59 .15 18.02 11.46 NOV NOV 1.5 dd 13.52 +0.26 .05 12.01 9.91 Omnichannel OCA.UT ... ... 10.23 –0.03 ... 301.34 179.37 ResMed RMD .6 76 258.82 +5.84 .42
121.42 60.26 MSG Entertainment MSGE ... dd 71.10 +6.33 ... 11.98 6.65 NOW DNOW ... dd 8.56 +0.41 ... dd 81.59 38.91 Phreesia PHR ... dd 44.23 –0.03 ... 3
11.06 9.60 OmnichannelA OCA ... 9.94 +0.03 ... 19.59 16.57 PhysiciansRealty DOC 5.0 53 18.25 +0.15 .23 17.65 6.12 ResoluteForest RFP .0 13.66 +0.59 1.00
207.09 152.42 MSG Sports MSGS ... dd 174.08 +9.36 ... 46.10 31.94 NRG Energy NRG 3.1 4 42.20 +1.71 .325 2.28 0.55 OmnichannelWt OCA.WT ... ... .60 –0.10 ... 20.35 15.10 PiedmontOfficeA PDM 4.7 42 18.06 +0.12 .21 71.12 54.18 RestaurantBrands QSR 3.6 25 59.31 +1.82 .53
53.85 39.93 MagellanMid MMP 9.3 11 44.43 –0.43 1.0375 5982.45 3885.00 NVR NVR ... 19 5784.63 +147.85 ... 86.38 60.37 Omnicom OMC 3.9 11 72.19 –0.84 .70 16.07 9.83 PineIslandAcqn PIPP.UT ... ... 10.18 –0.05 ... 28.47 5.57 RetailValue RVI .0 dd 6.29 +0.16 3.27
104.28 68.30 MagnaIntl MGA 2.2 13 79.50 +2.21 .43 10.26 10.07 NaborsEnerTransUn NETC.UT ... ... 10.11 –0.03 ... 55.87 28.10 OnHolding ONON ... cc 38.61 +2.41 ... 19.00 9.41 Revlon REV ... dd 11.35 +0.40 ...
26.98 12.84 Magnachip MX ... 13 19.69 +1.31 ... 133.61 54.83 NaborsIndustries NBR ... dd 86.74 +3.63 ... 35.54 19.03 OneLiberty OLP 5.3 20 34.14 –0.28 .45 14.94 9.68 PineIslandA PIPP ... 39 9.86 –0.04 ... 89.60 29.01 Revolve RVLV ... 47 56.39 –0.82 ...
22.09 7.04 MagnoliaOil MGY .9 11 18.73 +0.22 .08 37.88 4.93 NamTaiProperty NTP ... 11 11.31 +0.95 ... 24.95 2.02 OneConnectFinTech OCFT ... dd 2.49 –0.01 ... 4.00 0.71 PineIslandWt PIPP.WT ... ... .99 ... ... 116.86 72.06 RexAmerRes REX ... 17 99.10 +4.39 ...
10.17 9.56 MagnumOpusA OPA ... ... 9.87 –0.05 ... 46.52 32.14 NatlBankHoldings NBHC 2.0 14 43.53 –0.14 .22 63.19 44.45 OneMain OMF 5.6 5 50.17 +0.61 .70 37.23 20.70 PingIdentity PING ... dd 23.30 +0.76 ... 78.71 45.90 RexfordIndlRealty REXR 1.2 cc 77.50 +1.66 .24
1.63 0.47 MagnumOpusWt OPA.WT ... ... .90 –0.15 ... 63.58 39.80 NationalFuelGas NFG 2.9 16 63.11 +1.03 .455 11.71 2.31 OnionGlobal OG ... ... 2.47 –0.03 ... 88.54 62.78 PinnacleWest PNW 4.9 14 68.91 +1.11 .85 16.36 9.78 RibbitLeapA LEAP ... 29 9.99 –0.02 ...
47.13 30.82 MainStreetCap MAIN 5.9 9 44.00 +1.66 .215 72.80 55.89 NationalGrid NGG 4.7 25 72.37 +1.94 1.1573 101.26 45.95 OntoInnovation ONTO ... 43 99.11 +7.49 ... 89.90 34.07 Pinterest PINS ... 74 37.42 +0.91 ... 17.00 10.11 RibbitLeapUn LEAP.UT ... ... 10.12 –0.26 ...
20.86 13.75 ManchesterUnited MANU 1.3 dd 14.23 +0.25 .09 78.56 50.88 NatlHealthInv NHI 6.4 18 56.00 –1.09 .90 24.89 13.32 Ooma OOMA ... dd 20.33 –0.25 ... 196.64 109.11 PioneerNatRscs PXD 1.4 33 180.03 +6.34 .62 6.00 1.13 RibbitLeapWt LEAP.WT ... ... 1.37 –0.10 ...
28.33 12.61 Manitowoc MTW ... 40 18.57 +0.89 ... 117.87 78.33 NatlPrestoInds NPK 1.2 16 82.22 +1.12 5.25 55.75 29.99 Oppenheimer A OPY 1.4 3 44.17 +0.41 .15 193.60 90.84 PiperSandler PIPR 1.1 14 180.09 +6.59 3.00 11.04 10.00 RiceAcqnII RONI.UT ... ... 10.45 –0.02 ...
10.25 5.73 Manning&Napier MN 2.5 7 7.91 +0.50 .05 50.33 38.25 NatlRetailProp NNN 4.6 32 46.36 +0.61 .53 11.60 4.11 OppFi OPFI ... 6 4.85 +0.23 ... 15.50 5.31 PitneyBowes PBI 3.0 69 6.68 –0.13 .05 10.75 9.69 RiceAcqnII A RONI ... ... 10.04 +0.04 ...
67.58 10.84 9.69 PivotalInvIII PICC.UT ... ... 9.90 +0.01 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

125.07 85.97 Manpower MAN 2.6 15 95.48 +1.87 1.26 33.79 NatlStorage NSA 2.7 73 67.09 +1.81 .45 3.24 0.54 OppFiWt OPFI.WT ... ... .78 +0.13 ... 10.25 9.61 PivotalInvtIII A PICC ... 86 9.76 ... ... 1.87 1.22 RiceAcqnII Wt RONI.WT ... ... 1.49 –0.01 ...
22.25 17.34 ManulifeFin MFC 4.7 7 18.72 +0.56 .0395 23.73 8.82 Natura&Co NTCO ... 62 9.09 –0.62 ... 106.34 59.74 Oracle ORCL 1.4 26 89.72 –6.90 .32 10.15 10.02 RigelResource RRAC.UT ... ... 10.04 –0.07 ...
17.59 6.45 MarathonOil MRO 1.1 dd 16.00 +0.85 .06 12.97 8.00 NaturalGasSvcs NGS ... dd 10.60 +0.59 ... 13.09 9.85 Orange ORAN ... 25 10.55 +0.11 ... 1.32 0.77 PivotalInvtIII Wt PICC.WT ... ... .84 +0.01 ... 449.00 172.17 RingCentral RNG ... dd 192.46 +7.25 ...
68.78 40.30 MarathonPetrol MPC 3.7 36 63.04 +0.59 .58 18.75 9.88 NaturalGrocers NGVC 2.8 16 14.26 +0.30 .10 6.22 4.17 OrchidIslandCap ORC 16.8 dd 4.65 +0.28 .065 99.60 67.89 PlanetFitness PLNT ... cc 90.97 +8.84 ... 95.97 59.58 RioTinto RIO 10.3 6 66.21 +1.30 1.85
50.70 32.67 Marcus&Millichap MMI ... 19 50.23 +4.35 ... 34.92 13.36 NaturalResPtrs NRP 5.6 14 32.09 +2.43 .45 38.75 27.25 Organon OGN 3.7 5 30.22 +0.03 .28 12.15 5.81 PlanetLabs PL ... dd 7.11 +0.82 ... 40.48 7.06 Riskified RSKD ... ... 8.00 +0.22 ...
24.71 12.20 Marcus MCS ... dd 17.92 +0.80 ... 23.11 10.71 Natuzzi NTZ ... dd 14.70 +0.01 ... 22.45 15.23 OrionEngCarbons OEC .4 8 17.85 +0.36 .02 4.90 1.03 PlanetLabsWt PL.WT ... ... 2.11 +0.22 ... 76.18 50.61 RitchieBros RBA 1.6 40 61.25 –1.37 .25
19.28 11.00 MarineProducts MPX 4.0 15 12.11 +0.49 .12 6.50 3.94 NatWest NWG ... 11 6.08 +0.29 ... 6.67 3.46 OrionGroup ORN ... dd 3.78 –0.02 ... 50.89 22.69 Plantronics POLY ... 14 29.41 +0.82 ... 32.48 11.50 RiteAid RAD ... dd 13.96 +1.91 ...
70.89 34.14 MarineMax HZO ... 8 56.26 +1.57 ... 31.38 6.16 Nautilus NLS ... 3 6.26 –0.45 ... 32.25 16.51 OrionOffice ONL ... ... 18.66 –0.32 ... 11.32 4.73 PlayAGS AGS ... dd 6.79 +0.57 ... 120.83 60.90 RobertHalf RHI 1.4 23 109.21 +2.70 .38
1343.56 942.44 Markel MKL ... 7 1208.69 –11.56 ... 12.46 7.84 NavigatorHldgs NVGS ... 42 8.80 –0.01 ... 104.05 73.66 Orix IX 3.1 11 100.94 –0.27 1.4528 30.92 13.96 PlymouthIndREIT PLYM 2.8 dd 30.19 +0.60 .21 141.60 60.50 Roblox RBLX ... dd 101.82 –0.58 ...
15.10 4.72 Markforged MKFG ... dd 5.45 +0.38 ... 15.42 2.11 NaviosMaritime NM ... dd 3.68 +0.24 ... 128.87 63.71 OrmatTech ORA .7 64 73.68 –2.87 .12 147.73 94.42 Polaris PII 2.4 11 106.27 +3.30 .63 43.00 14.07 RocketCos. RKT .0 7 15.27 –0.16 1.11
4.25 0.76 MarkforgedWt MKFG.WT ... ... .97 +0.11 ... 36.46 9.11 NaviosMaritime NMM .8 1 24.50 +0.67 .05 37.00 7.64 OscarHealth OSCR ... dd 8.02 –0.24 ... 10.91 9.70 Pontem PNTM.UT ... ... 10.06 +0.02 ... 11.16 9.86 RocketInternet RKTA.UT ... ... 9.95 –0.01 ...
190.97 121.89 MarriottVacations VAC 1.3 dd 166.54 +16.74 .54 61.49 42.82 Neenah NP 4.2 dd 45.45 +0.34 .475 137.47 83.96 Oshkosh OSK 1.3 16 110.22 +1.99 .37 10.05 9.43 PontemA PNTM ... 52 9.80 +0.02 ... 10.70 9.60 RocketInternetA RKTA ... ... 9.77 +0.01 ...
174.90 106.95 Marsh&McLen MMC 1.3 32 170.57 +2.27 .535 99.79 67.14 Nelnet NNI 1.0 8 97.60 +1.16 .24 9.90 9.56 OsirisAcqn OSI ... 52 9.70 ... ... 1.55 0.65 PontemWt PNTM.WT ... ... .87 +0.04 ... 1.44 0.70 RocketInternetWt RKTA.WT ... ... .74 –0.01 ...
442.96 271.07 MartinMarietta MLM .6 38 437.06 +0.71 .61 16.14 7.95 NeoPhotonics NPTN ... dd 15.17 –0.01 ... 10.02 9.84 OsirisAcqn OSI.UT ... ... 9.86 –0.04 ... 52.96 40.71 PortlandGenElec POR 3.4 20 51.32 –0.55 .43 16.99 4.14 RockleyPhotonics RKLY ... dd 4.35 –0.99 ...
69.67 51.97 Masco MAS 1.4 37 68.00 +1.53 .235 13.49 4.71 NerdyA NRDY ... 14 5.03 ... ... 1.10 0.45 OsirisAcqnWt OSI.WT ... ... .56 –0.06 ... 117.91 91.80 PostHoldings POST ... 44 107.06 +1.06 ... 4.19 0.95 RockleyPhotonicsWt RKLY.WT ... ... 1.15 –0.46 ...
10.50 9.77 MasonIndlTech MIT.UT ... ... 9.92 –0.03 ... 3.10 0.83 NerdyWt NRDY.WT ... ... 1.11 +0.06 ... 15.12 9.77 OsiskoGoldRoyal OR 1.5 cc 12.03 +0.42 .0441 11.04 9.94 PostHldgsPtr PSPC.UT ... ... 10.10 +0.02 ... 354.99 237.14 Rockwell ROK 1.3 29 340.12 –1.64 1.12
9.90 9.41 MasonIndlTechA MIT ... 37 9.70 –0.02 ... 26.93 16.63 Netstreit NTST 3.7 cc 21.68 –0.04 .20 92.84 61.28 OtisWorldwide OTIS 1.1 30 85.25 +1.09 .24 10.21 9.45 PostHldgsA PSPC ... ... 9.70 –0.02 ... 53.90 43.18 RogersComm B RCI 3.4 19 46.80 +1.09 .3973
1.00 0.58 MasonIndlTechWt MIT.WT ... ... .61 –0.06 ... 185.23 79.44 Nevro NVRO ... dd 86.05 +0.24 ... 17.73 5.22 Ouster OUST ... dd 5.38 –0.18 ... 2.23 0.78 PostHldgsPartneringWt PSPC.WT ... ... .86 +0.04 ... 273.38 147.60 Rogers ROG ... 51 272.70 +3.70 ...
132.22 92.76 MasoniteIntl DOOR ... 19 115.20 +2.56 ... 11.70 8.30 NewFrontierHlth NFH ... ... 11.58 –0.04 ... 4.57 1.06 OusterWt OUST.WT ... ... 1.13 –0.12 ... 21.27 15.25 PostalRealty PSTL 4.8 cc 18.59 +0.23 .225 41.83 31.43 Rollins ROL 1.2 46 32.78 +0.01 .08
122.33 67.05 MasTec MTZ ... 18 91.29 +4.77 ... 3.00 1.77 NewFrontierWt NFH.WT ... ... 2.78 –0.02 ... 28.99 16.99 OutfrontMedia OUT 1.5 dd 25.89 +1.62 .10 36.56 16.29 PowerSchool PWSC ... dd 17.24 +0.19 ... 38.90 3.29 RomeoPower RMO ... 58 4.17 +0.16 ...
401.50 306.00 Mastercard MA .5 44 360.58 +11.27 .49 44.41 33.32 NewJerseyRscs NJR 3.6 33 40.47 +0.12 .3625 3.04 1.64 OverseasShip OSG ... dd 1.91 +0.20 ... 50.42 15.60 PrecisionDrilling PDS ... dd 34.74 +3.26 ... 505.00 365.23 RoperTech ROP .5 45 478.33 +2.81 .62
47.23 11.83 MatadorRscs MTDR .5 16 37.23 +1.05 .05 19.97 1.68 NewOrientalEduc EDU ... 10 2.05 –0.11 ... 40.65 13.89 Ovintiv OVV 1.7 dd 32.45 +0.84 .14 17.02 7.04 PrefApartment APTS 4.3 dd 16.47 +2.08 .175 10.75 9.75 RossAcqnII ROSS.UT ... ... 9.99 –0.04 ...
95.60 61.04 Materion MTRN .5 30 88.47 +1.09 .12 129.70 51.52 NewRelic NEWR ... dd 109.27 +7.84 ... 49.16 23.58 Owens&Minor OMI .0 14 43.65 +1.33 .0025 63.83 34.53 PrestigeCnsHlth PBH ... 17 61.88 +2.78 ... 10.57 9.50 RossAcqnIIA ROSS ... ... 9.73 –0.02 ...
94.54 55.41 Matson MATX 1.4 6 83.65 +2.20 .30 11.81 8.98 NewResidInvt NRZ 9.1 8 11.03 +0.33 .25 109.90 72.81 OwensCorning OC 1.6 9 88.83 +1.81 .35 14.79 8.29 PretiumRscs PVG ... dd 13.96 +0.57 ... 1.50 0.63 RossAcqnIIWt ROSS.WT ... ... .87 +0.01 ...
12.80 9.24 MauiLand MLP ... cc 9.82 +0.19 ... 14.80 5.79 NewYorkCityReit NYC 6.4 dd 6.22 +0.29 .10 14.97 12.28 OwlRock ORCC 8.6 9 14.41 +0.42 .31 11.75 9.85 PrimaveraCap PV.UT ... ... 10.03 –0.09 ... 108.09 80.53 RoyalBkCanada RY 3.6 12 104.33 +2.85 .9355
58.75 25.07 MaxarTech MAXR .1 dd 31.16 +2.83 .01 14.33 10.23 NY CmntyBcp NYCB 5.6 9 12.05 +0.36 .17 11.56 2.67 Owlet OWLT ... dd 2.91 –0.10 ... 10.25 9.56 PrimaveraCapA PV ... ... 9.73 –0.04 ... 99.24 64.20 RoyalCaribbean RCL ... dd 79.53 +7.12 ...
96.05 72.05 Maximus MMS 1.4 17 78.11 +1.28 .28 58.73 39.73 NYTimes A NYT .6 50 47.38 +1.76 .07 2.10 0.37 OwletWt OWLT.WT ... ... .43 –0.01 ... 1.54 0.57 PrimaveraCapWt PV.WT ... ... .63 –0.06 ... 50.75 35.13 RoyalDutchA RDS.A 2.9 37 43.84 +1.73 .48
22.16 12.14 MayvilleEngg MEC ... 42 14.37 +0.49 ... 432.55 297.29 NewMarket NEU 2.5 16 342.84 –0.87 2.10 114.47 62.42 OxfordIndustries OXM 1.8 17 96.00 –0.45 .42 10.98 9.60 PrimeImpactI A PIAI ... 53 9.79 –0.02 ... 50.44 33.54 RoyalDutchB RDS.B 3.7 37 43.81 +1.77 .48
98.80 77.85 McCormick MKC 1.6 33 93.03 –1.09 .37 75.31 52.60 Newmont NEM 3.7 23 59.53 +0.29 .55 2.00 0.61 PrimeImpactIWt PIAI.WT ... ... .61 –0.03 ... 26.55 9.47 RushStreetInt RSI ... dd 17.00 +1.00 ...
179.51 128.84 Primerica PRI 1.2 14 153.57 +5.63 .47
PQ
100.46 77.05 McCormickVtg MKC.V 1.6 33 93.00 –0.96 .37 4.08 1.82 NewparkResources NR ... dd 3.01 +0.15 ... 41.14 25.57 RyanSpecialty RYAN ... cc 39.34 –0.17 ...
267.37 202.73 McDonalds MCD 2.1 27 265.95 +4.25 1.38 12.86 6.50 NexaResources NEXA 3.2 7 8.22 +0.57 .2643 20.12 14.20 PrimoWater PRMW 1.4 dd 17.47 +0.25 .06 93.05 60.60 RyderSystem R 2.9 12 79.35 +1.14 .58
1.71 0.80 McEwenMining MUX ... dd .91 +0.03 ... 23.97 15.61 NexPointRealEst NREF 9.9 4 19.26 +0.51 .475 29.15 17.40 ProAssurance PRA .8 10 24.36 –0.01 .05 30.05 11.52 RyersonHolding RYI 1.4 6 24.87 +0.16 .085
241.54 169.09 McKesson MCK .8 dd 240.78 +7.69 .47 80.52 39.13 NexPointResidentl NXRT 1.9 dd 78.71 +0.24 .38 18.78 6.23 PBF Energy PBF ... dd 12.33 +0.86 ... 108.75 74.34 ProcoreTech PCOR ... dd 81.72 +4.70 ... 96.69 61.24 RymanHospitality RHP ... dd 89.15 +8.38 ...
5.19 1.58 Mechel MTL ... 2 3.13 +0.09 ... 18.59 7.26 Nextdoor KIND ... ... 8.82 +0.81 ... 16.70 8.55 PBF Logistics PBFX 10.8 5 11.16 +0.19 .30 161.72 121.54 Procter&Gamble PG 2.2 29 160.10 +2.64 .8698
12.66 8.24 PG&E PCG ... dd 12.00 –0.02 ... 107.59 84.89 Progressive PGR .4 15 101.25 +0.28 .10
S
70.33 12.68 MediaAlpha MAX ... dd 15.39 +0.05 ... 92.70 68.33 NextEraEnergy NEE 1.7 76 90.70 –0.24 .385
22.83 19.39 MedicalProp MPW 4.9 23 22.66 +0.39 .28 57.09 46.18 NextEra6.219%Un NEE.PRQ 5.5 ... 56.49 +0.03 .7774 124.81 86.26 PG&EUn PCGU 4.8 ... 114.84 –0.15 1.375 165.08 93.08 Prologis PLD 1.6 63 161.75 +0.57 .63
336.99 184.48 Medifast MED 2.8 15 204.20 –7.68 1.42 67.51 53.20 NextEraEnergyUn NEE.PRO 3.7 ... 66.34 –0.04 .609 28.11 18.81 PGT Innovations PGTI ... 50 22.32 +1.28 ... 13.99 6.39 ProPetro PUMP ... dd 8.45 +0.66 ...
35.67 20.27 Mednax MD ... cc 27.57 +1.74 ... 57.35 46.26 NextEraEnergyUn NEE.PRP 4.7 ... 56.23 +0.09 .6599 4.37 1.96 PHX Minerals PHX 2.8 dd 2.17 ... .015 83.02 64.40 ProsperityBcshs PB 2.9 13 71.56 +0.87 .52 151.48 120.08 SAP SAP 2.1 24 140.08 +1.45 2.2599
135.89 98.38 Medtronic MDT 2.4 30 102.90 +2.27 .63 88.80 63.50 NextEraEnergy NEP 3.1 30 82.88 –2.16 .685 89.50 64.81 PJT Partners PJT .3 16 74.95 +1.33 .05 286.57 47.57 ProtoLabs PRLB ... 47 52.76 +1.84 ... 484.21 303.50 S&P Global SPGI .7 41 473.74 +6.10 .77
14.87 9.56 MemberCollect MCG ... dd 12.46 +1.42 ... 5.84 3.06 NexTierOilfield NEX ... dd 3.73 +0.25 ... 37.71 23.71 PLDT PHI 3.2 17 37.02 –0.13 .844 25.98 17.50 ProvidentFinSvcs PFS 4.0 11 24.29 +0.47 .24 13.29 10.00 SCVX SCVX.UT ... ... 10.18 +0.03 ...
91.40 68.38 Merck MRK 3.6 27 75.73 +0.04 .65 28.42 18.76 NielsenHoldings NLSN 1.1 30 21.04 +0.60 .06 11.70 9.97 PMV Consumer PMVC.UT ... ... 10.09 –0.02 ... 115.52 75.71 PrudentialFin PRU 4.2 6 108.25 +2.87 1.15 11.59 9.66 SCVX SCVX ... 30 9.98 ... ...
67.88 50.37 MercuryGeneral MCY 5.0 7 51.19 –0.52 .635 179.10 125.44 Nike NKE .7 43 165.67 +4.31 .305 10.60 9.63 PMV Consumer PMVC ... 48 9.81 –0.02 ... 43.60 30.76 Prudential PUK .9 dd 33.95 +0.42 .1074 2.75 0.23 SCVX Wt SCVX.WT ... ... .38 –0.02 ...
29.00 19.77 MeridianLink MLNK ... dd 21.18 +0.24 ... 4.04 0.96 NineEnergy NINE ... dd .97 –0.12 ... 1.94 0.51 PMV Consumer Wt PMVC.WT ... ... .60 –0.07 ... 66.30 53.77 PublicServiceEnt PEG 3.2 dd 64.58 +0.49 .51 10.44 9.87 SDCLEDGEAcqnUn SEDA.UT ... ... 9.94 +0.04 ...
125.01 78.00 MeritageHomes MTH ... 7 116.98 +4.54 ... 27.30 21.09 NiSource NI 3.3 24 26.87 –0.01 .22 217.60 141.60 PNC Fin PNC 2.5 15 197.93 +0.69 1.25 369.34 212.22 PublicStorage PSA 2.2 43 362.45 +0.71 2.00 6.28 2.54 SeacorMarine SMHI ... 17 3.32 –0.11 ...
33.56 20.50 Meritor MTOR ... 9 24.62 +1.13 ... 111.80 101.47 NiSourceUn NIMC 5.8 ... 109.74 –0.59 1.9375 50.11 43.84 PNM Resources PNM 2.9 20 45.07 ... .3275 63.91 39.92 PulteGroup PHM 1.1 8 54.65 +1.67 .15 9.17 5.91 SFL SFL 8.9 dd 8.05 +0.13 .18
7.74 3.86 MesaRoyalty MTR 4.8 21 6.02 +0.32 .1298 52.77 28.58 NoahHoldings NOAH ... dd 30.32 –0.32 ... 92.19 54.40 POSCO PKX 5.0 9 60.14 –0.99 .3018 34.65 16.79 PureStorage PSTG ... dd 33.34 +1.25 ... 11.40 6.97 SIGNASportsUnited SSU ... dd 9.12 +1.06 ...
39.61 20.22 MesabiTrust MSB 11.0 6 25.99 +1.07 1.42 29.06 20.34 Noble NE ... dd 25.11 +2.09 ... 182.97 132.10 PPG Ind PPG 1.4 28 167.06 +2.47 .59 9.17 0.28 Puxin NEW ... 5 .35 +0.03 ... 2.77 0.62 SIGNASportsUtdWt SSU.WT ... ... .88 +0.20 ...
10.00 9.65 MetalsAcqn MTAL ... ... 9.68 ... ... 9.79 3.75 Nokia NOK ... dd 6.19 +0.18 ... 30.72 26.15 PPL PPL 5.6 80 29.42 –0.14 .415 10.20 10.08 PyrophyteAcqn PHYT.UT ... ... 10.12 –0.04 ... 27.94 20.28 SINOPEC SHI 6.0 5 22.50 –0.01 1.5567
11.00 9.71 MetalsAcqn MTAL.UT ... ... 9.96 ... ... 31.85 23.18 NomadFoods NOMD ... 18 25.13 +0.36 ... 60.50 39.94 ProgHoldings PRG ... 12 45.04 –1.07 ... 9.90 9.85 PyrophyteAcqn PHYT ... ... 9.85 –0.05 ... 17.61 9.59 SITE Centers SITC 3.2 75 15.23 +0.24 .12
1.04 0.56 MetalsAcqnWt MTAL.WT ... ... .61 +0.03 ... 10.00 5.56 NomadRoyalty NSR 2.1 35 7.53 +0.23 .0399 10.08 9.97 PROOFAcqnIUn PACI.UT ... ... 10.02 ... ... 0.65 0.49 PyrophyteAcqnWt PHYT.WT ... ... .59 –0.01 ... 73.69 58.01 SJW Group SJW 1.9 37 70.29 –1.21 .34
50.20 37.25 MethodeElec MEI 1.2 15 47.43 +2.65 .14 6.72 4.10 NomuraHoldings NMR 4.1 dd 4.43 –0.10 .0865 51.18 23.08 PROS PRO ... dd 35.60 –1.20 ... 12.13 6.91 PzenaInvtMgmt PZN 1.3 10 9.57 –0.19 .03 55.30 39.47 SK Telecom SKM 3.8 26 48.42 +1.25 .3867
67.68 45.73 MetLife MET 3.1 10 61.78 +1.53 .48 4.05 1.73 NordicAmTankers NAT 3.4 dd 1.79 –0.04 .01 184.07 128.93 PSBusinessParks PSB 2.3 33 180.65 +2.45 1.05 148.56 69.91 Q2Holdings QTWO ... dd 81.88 +1.46 ... 85.65 57.80 SLGreenRealty SLG 5.1 7 71.78 +0.41 2.4392
104.92 34.71 MetropolitanBk MCB ... 16 100.41 +7.46 ... 46.45 18.95 Nordstrom JWN ... cc 21.71 +1.50 ... 17.14 6.64 P10 PX ... 30 12.60 –0.11 ... 59.00 45.58 Qiagen QGEN ... 22 55.26 +0.22 ... 38.25 5.64 SM Energy SM .1 dd 29.00 +1.94 .01
1631.78 1033.40 MettlerToledo MTD ... 51 1626.23 +46.89 ... 296.06 230.15 NorfolkSouthern NSC 1.4 25 287.53 +2.74 1.09 125.42 78.76 PVH PVH .1 14 100.33 +2.59 .0375 6.36 2.95 QuadGraphics QUAD ... dd 3.97 +0.04 ... 10.95 10.08 SoarTech FLYA.UT ... ... 10.23 –0.03 ...
8.19 4.32 MicroFocus MFGP 3.8 dd 5.33 +0.58 .088 17.79 8.96 NorthAmConstr NOA .9 13 14.37 +0.42 .0324 156.54 124.78 PackagingCpAm PKG 3.0 17 131.30 +1.27 1.00 301.99 215.86 QuakerHoughton KWR .7 28 233.06 +8.40 .415 10.31 9.95 SoarTechAcqnA FLYA ... ... 10.04 ... ...
224.86 122.15 MidAmApt MAA 2.0 59 221.09 +0.95 1.0875 10.76 2.80 NoEuroOil NRT 4.6 32 10.22 +0.16 .14 58.36 29.15 PagerDuty PD ... dd 36.15 +1.66 ... 29.02 20.32 QuanexBldg NX 1.3 14 24.54 +1.26 .08 0.80 0.53 SoarTechAcqnWt FLYA.WT ... ... .56 –0.01 ...
December 27, 2021 BARRON’S 49

New York Stock Exchange Composite List


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.
15.88 0.92 SOS SOS ... 3 .99 +0.01 ... 107.22 74.26 SpectrumBrands SPB 1.7 22 98.81 +2.29 .42 21.69 14.21 TejonRanch TRC ... cc 18.49 –0.05 ... 15.38 6.69 US Silica SLCA ... dd 9.63 +0.36 ... 6.40 0.80 WallboxWt WBX.WT ... ... 4.29 +1.18 ...
68.24 51.63 SPX SPXC ... 30 57.87 +1.14 ... 19.50 3.31 SpireGlobal SPIR ... dd 3.77 +0.22 ... 308.00 87.27 TeladocHealth TDOC ... dd 95.09 –2.68 ... 12.33 4.60 US Xpress USX ... 11 5.11 +0.09 ... 152.57 126.28 Walmart WMT 1.6 49 139.49 +0.74 .55
88.55 52.30 SPX FLOW FLOW .4 47 85.97 +0.48 .09 2.89 0.40 SpireGlobalWt SPIR.WT ... ... .51 +0.03 ... 7.02 4.39 TelecomArgentina TEO 24.1 dd 5.15 +0.16 .4025 14.38 5.41 UWM UWMC 6.3 12 6.38 –0.13 .10 1.53 0.85 WarburgPinI-A Wt WPCA.WT ... ... 1.00 –0.03 ...
35.17 9.02 SQZ Biotech SQZ ... dd 9.90 –0.20 ... 77.95 59.29 Spire SR 4.3 13 64.22 +0.28 .685 465.40 350.01 TeledyneTech TDY ... 43 428.73 +11.36 ... 4.87 0.67 UWM Wt UWMC.WT ... ... .71 –0.04 ... 2.02 0.85 WarburgPinI-B Wt WPCB.WT ... ... 1.00 +0.02 ...
45.98 29.40 STAG Indl STAG 3.2 36 45.45 +0.22 .1208 53.63 32.93 SpiritAeroSys SPR .1 dd 44.23 +4.35 .01 449.38 289.00 Teleflex TFX .4 36 327.38 +5.88 .34 64.05 34.88 Uber UBER ... dd 43.91 +4.23 ... 10.63 9.90 WarburgPincusI-A WPCA.UT ... ... 10.00 ... ...
10.05 9.95 STEnerTransitionI STET.UT ... ... 9.97 –0.01 ... 40.77 19.52 SpiritAirlines SAVE ... dd 22.83 +1.10 ... 9.42 7.46 TelefonicaBras VIV 5.8 16 8.76 +0.17 .0636 401.81 236.11 Ubiquiti UI .8 33 311.75 +2.94 .60 11.00 9.68 WarburgPincusI-A WPCA ... cc 9.77 –0.01 ...
37.13 30.02 StoreCapital STOR 4.5 37 34.04 +0.44 .385 52.29 36.89 SpiritRealtyCap SRC 5.4 37 47.14 +1.07 .638 5.17 4.02 Telefonica TEF 3.8 2 4.35 +0.04 .2355 90.00 39.30 UiPath PATH ... dd 44.40 +3.09 ... 11.19 9.90 WarburgPincusI-B WPCB.UT ... ... 9.96 +0.01 ...
45.52 27.92 SabineRoyalty SBR 7.9 14 40.57 +0.18 .3126 14.72 10.02 SportsEntAcqn SEAH.UT ... ... 11.22 +0.13 ... 29.17 20.44 TelekmIndonesia TLK 4.4 18 28.84 +0.87 .2153 4.70 2.18 UltraparPart UGP 4.2 16 2.52 –0.10 ... 10.02 9.63 WarburgPincusI-B A WPCB ... cc 9.74 –0.02 ...
5.44 1.18 SafeBulkers SB ... 4 3.69 +0.08 ... 12.48 9.59 SportsEntA SEAH ... dd 9.96 +0.01 ... 26.51 17.18 Telephone&Data TDS 3.4 20 20.63 +1.45 .175 27.28 16.72 UnderArmour A UAA ... 22 20.62 –0.28 ... 60.30 42.03 WarbyParker WRBY ... dd 47.49 +1.72 ...
8.98 5.95 SafeguardSci SFE ... 5 6.54 –0.28 ... 4.75 0.91 SportsEntWt SEAH.WT ... ... 2.70 +0.37 ... 50.51 25.88 TempurSealy TPX .8 16 46.30 +0.64 .09 23.00 14.52 UnderArmour C UA ... 19 17.55 –0.16 ... 28.40 15.07 WarriorMetCoal HCC .8 dd 25.53 +1.72 .05
95.29 66.36 Safehold SAFE .9 60 76.08 +4.17 .17 387.44 201.68 Spotify SPOT ... dd 236.63 +1.35 ... 25.54 14.88 Tenaris TS .0 15 20.68 +0.44 .26 30.94 16.98 Unifi UFI ... 13 22.78 +0.55 ... 10.20 9.71 WarriorTech WARR.UT ... ... 10.05 +0.04 ...
64.19 39.00 SailPointTechs SAIL ... dd 48.00 +1.47 ... 29.43 12.31 SpragueRscs SRLP 13.6 dd 12.79 –0.66 .4338 32.25 5.91 TencentMusic TME ... 19 6.50 +0.20 ... 258.86 189.84 Unifirst UNF .6 26 203.23 –1.71 .30 10.00 9.55 WarriorTechA WARR ... ... 9.84 +0.03 ...
311.75 201.51 Salesforce.com CRM ... cc 253.14 +0.21 ... 10.02 9.96 SpreeAcqnCorp.1Un SHAP.UT ... ... 10.01 +0.02 ... 83.69 38.03 TenetHealthcare THC ... 8 79.26 +4.74 ... 61.81 50.60 Unilever UL 3.5 21 52.82 +0.12 .4975 1.04 0.45 WarriorTechWt WARR.WT ... ... .50 –0.06 ...
25.66 12.54 SallyBeauty SBH ... 9 18.58 +0.34 ... 26.50 12.12 Sprinklr CXM ... dd 16.02 +1.39 ... 87.40 66.73 Tennant TNC 1.2 25 80.36 +0.66 .25 249.94 193.14 UnionPacific UNP 1.9 26 245.64 +2.95 1.18 27.05 20.74 WashingtonREIT WRE 2.7 cc 25.40 +0.12 .17
27.69 21.80 Samsara IOT ... dd 27.61 +5.29 ... 47.89 28.03 Sprott SII 2.2 39 44.88 +1.71 .25 22.75 9.51 Tenneco TEN ... 4 11.26 +0.99 ... 28.60 17.76 Unisys UIS ... dd 20.44 +0.86 ... 138.82 97.02 WasteConnections WCN .7 60 132.19 +1.94 .23
7.80 2.53 SanJuanBasin SJT 11.4 12 5.84 +0.07 .1124 64.71 26.85 Squarespace SQSP ... dd 31.00 +3.11 ... 59.58 21.83 Teradata TDC ... 42 44.11 +1.35 ... 12.68 7.85 UnitedMicro UMC 1.9 16 11.58 +0.51 .2854 168.04 109.11 WasteMgt WM 1.4 39 161.94 +0.63 .575
10.28 9.78 SandbridgeX2 SBII.UT ... ... 9.95 +0.03 ... 57.55 39.80 St.Joe JOE .6 47 50.09 +2.57 .08 55.60 33.88 Terex TEX 1.1 18 43.54 +1.52 .12 57.89 15.53 UnitedNatFoods UNFI ... 13 49.19 +0.18 ... 11.77 1.20 Waterdrop WDH ... dd 1.36 –0.03 ...
10.04 9.60 SandbridgeX2 A SBII ... ... 9.71 ... ... 54.87 39.09 StandardMotor SMP 1.9 14 51.86 +1.65 .25 55.00 36.30 Terminix TMX ... 49 44.35 +0.34 ... 220.24 154.76 UPS B UPS 1.9 29 212.19 +5.60 1.02 428.22 243.03 Waters WAT ... 32 361.71 +13.36 ...
1.30 0.55 SandbridgeX2Wt SBII.WT ... ... .59 –0.02 ... 121.45 74.98 StandexInt SXI 1.0 31 107.27 +3.98 .26 81.96 53.98 TerrenoRealty TRNO 1.7 83 81.34 +1.62 .34 414.99 223.72 UnitedRentals URI ... 20 331.73 –0.60 ... 318.98 224.25 Watsco WSO 2.6 31 302.91 –1.90 1.95
14.99 2.95 SandRidgeEnergy SD ... 5 10.69 +0.65 ... 225.00 167.66 StanleyBlackDck SWK 1.7 16 182.20 –1.50 .79 4.49 0.84 TetraTech TTI ... dd 2.80 +0.16 ... 63.01 42.47 US Bancorp USB 3.3 11 56.31 +0.58 .46 311.36 226.51 Watsco B WSO.B 2.6 31 300.28 –8.77 1.95
9.31 5.31 SandstormGold SAND 1.0 39 6.07 +0.17 .0155 131.98 102.50 StanleyB&D Un SWT 4.9 ... 106.58 –0.95 1.3125 13.30 7.78 TevaPharm TEVA ... 13 8.46 +0.26 ... 30.57 15.88 US Steel X .9 2 23.15 +0.07 .05 212.00 113.44 WattsWater WTS .6 41 188.73 +0.67 .26
42.87 20.57 SantanderCons SC 2.1 4 42.24 +0.54 .22 58.50 32.00 Stantec STN .9 39 55.40 +1.52 .131 1773.95 681.00 TexasPacLand TPL .9 41 1239.57 +32.84 2.75 498.15 320.35 UnitedHealth UNH 1.2 31 495.38 +8.26 1.45 10.00 9.82 WaverleyCap1 WAVC.UT ... ... 9.87 –0.07 ...
30.25 20.20 SaratogaInvt SAR 6.5 7 29.34 +0.29 .53 12.03 9.07 StarGroup SGU 5.4 6 10.49 –0.01 .1425 41.24 17.40 Textainer TGH 2.8 7 35.35 +2.01 .25 210.00 76.00 UnitySoftware U ... dd 145.57 +7.16 ... 10.00 9.63 WaverleyCap1 A WAVC ... ... 9.72 +0.01 ...
19.82 8.58 Sasol SSL ... dd 16.21 +0.51 ... 13.90 4.02 Starrett A SCX ... 5 9.30 –0.34 ... 78.13 44.36 Textron TXT .1 22 75.91 +1.83 .02 29.77 18.29 Univar UNVR ... 17 27.40 +0.99 ... 369.00 183.74 Wayfair W ... cc 204.37 +2.59 ...
54.46 29.65 SaulCenters BFS 4.4 36 51.99 +1.91 .57 9.80 3.80 Startek SRT ... dd 5.19 +1.25 ... 666.65 433.52 ThermoFisherSci TMO .2 30 650.70 –0.37 .26 60.95 44.93 Universal UVV 5.8 14 53.84 +1.51 .78 22.40 13.21 WeaveComms WEAV ... dd 15.37 +2.09 ...
36.87 21.13 Schlumberger SLB 1.7 25 29.57 +0.60 .125 27.01 18.25 StarwoodProp STWD 7.7 16 24.82 +1.53 .48 22.61 14.56 Thermon THR ... 85 17.09 +0.49 ... 75.61 55.01 UniversalHealth UHT 4.8 36 58.94 +0.16 .705 20.44 11.05 Weber WEBR 1.3 ... 12.00 +0.37 .04
27.15 20.39 SchneiderNatl SNDR 1.1 13 26.17 +0.58 .07 100.69 69.02 StateStreet STT 2.5 14 93.03 +1.20 .57 123.60 78.04 ThomsonReuters TRI 1.4 9 116.86 +2.03 .405 165.00 116.23 UniversalHealthB UHS .6 10 128.13 +0.33 .20 63.81 41.07 WebsterFin WBS 2.9 14 55.28 +2.87 .40
86.00 50.77 SchwabC SCHW .8 32 85.13 +2.18 .18 41.87 9.05 SteelPartners SPLP ... 10 41.01 +3.29 ... 152.20 92.20 ThorIndustries THO 1.7 7 100.87 +2.56 .43 17.47 12.62 UnivInsurance UVE 3.8 10 16.83 –0.08 .13 2.75 0.72 Weidai WEI ... ... .80 ... ...
50.79 28.07 SchweitzerMaud SWM 5.9 19 29.81 +0.66 .44 16.85 10.67 Steelcase SCS 5.2 cc 11.18 +0.07 .145 56.50 10.12 3D Systems DDD ... 9 22.02 +0.19 ... 9.13 5.34 UnvlTechInst UTI ... 52 7.72 –0.04 ... 66.95 46.50 WeisMarkets WMK 2.0 16 64.77 +0.34 .32
103.95 77.65 ScienceApplicat SAIC 1.8 16 82.44 –0.46 .37 21.99 14.02 Stellantis STLA .0 dd 18.78 +0.49 .3813 208.95 163.38 3M MMM 3.4 17 174.97 +0.22 1.48 31.98 21.59 UnumGroup UNM 4.9 6 24.47 +0.77 .30 25.19 12.27 Welbilt WBT ... 44 23.76 +0.08 ...
24.67 11.09 ScorpioTankers STNG 3.0 dd 13.24 +0.77 .10 51.49 16.00 Stem STEM ... dd 19.79 +0.99 ... 15.92 8.48 Tidewater TDW ... dd 10.73 +0.30 ... 11.73 1.61 UpHealth UPH ... dd 2.48 +0.14 ... 52.57 29.40 WellsFargo WFC 1.7 11 48.36 +0.41 .20
254.34 133.36 ScottsMiracleGro SMG 1.6 18 161.14 +4.40 .66 139.30 109.08 Stepan SCL 1.1 18 119.78 +0.18 .335 2.62 0.41 TidewaterWtA TDW.WTA ... ... .60 –0.02 ... 2.47 0.20 UpHealthWt UPH.WT ... ... .33 –0.02 ... 89.80 59.38 Welltower WELL 2.9 cc 82.79 –0.41 .61
15.14 4.13 ScullyRoyalty SRL ... ... 9.50 +0.76 ... 242.34 170.36 Steris STE .7 86 241.07 +8.53 .43 2.00 0.28 TidewaterWtB TDW.WTB ... ... .35 –0.11 ... 20.33 12.43 UrbanEdgeProp UE 3.3 27 18.35 +0.61 .15 140.92 70.49 WescoIntl WCC ... 25 127.16 +7.01 ...
10.09 9.97 SculptorAcqnI SCUA.UT ... ... 10.04 +0.01 ... 27.57 17.54 SterlingBancorp STL 1.1 14 25.49 +1.74 .07 11.36 9.71 TigaAcqnA TINV ... cc 10.12 ... ... 19.97 11.38 UrstadtBiddle UBP 4.4 19 19.40 +0.65 .2145 92.46 58.99 WestFraserTimber WFG .9 3 90.70 +3.40 .20
28.90 14.87 SculptorCapMgmt SCU 16.5 5 20.97 +0.95 .28 29.18 16.61 Stevanato STVN ... 50 23.33 –0.49 ... 2.80 0.55 TigaAcqnWt TINV.WT ... ... .70 ... ... 21.66 13.46 UrstadtProp A UBA 4.6 21 20.81 +0.80 .2375 475.35 253.86 WestPharmSvcs WST .2 57 459.84 +10.03 .18
372.70 178.80 Sea SE ... dd 222.05 +9.25 ... 80.14 45.58 StewartInfo STC 1.9 7 78.08 +2.84 .375 17.80 8.08 Tilly's TLYS .0 8 15.34 +0.75 1.00 107.85 76.19 UsanaHealth USNA ... 15 100.52 –0.81 ... 124.88 57.98 WestAllianceBcp WAL 1.3 13 105.71 +4.34 .35
22.86 14.92 SeabridgeGold SA ... dd 16.88 +0.61 ... 78.60 47.72 StifelFinancial SF .9 11 69.16 +1.12 .15 92.39 62.96 Timken TKR 1.8 14 67.37 +0.62 .30 15.98 7.60 UserTesting USER ... dd 8.16 –0.91 ... 4.19 2.00 WesternAssetMort WMC 10.7 dd 2.24 +0.18 .06
66.68 41.78 SealedAir SEE 1.2 22 65.39 +0.76 .20 52.15 33.30 STMicroelec STM .4 25 48.59 +1.80 .06 17.73 4.53 TimkenSteel TMST ... 9 16.22 +1.65 ... 30.09 13.72 UtzBrands UTZ 1.3 85 16.38 –0.07 .054 23.79 13.38 WesternMidstrm WES 6.2 9 20.82 +0.53 .323
70.48 27.06 SeaWorldEnt SEAS ... 39 66.91 +5.35 ... 5.37 1.51 StoneMor STON ... dd 2.55 +0.37 ... 11.82 4.66 TItanIntl TWI ... cc 9.40 +1.60 ... 26.61 15.69 WesternUnion WU 5.3 9 17.80 +0.42 .235
18.47
7.58
43.60
3.90
25.62
SelectEnergySvcs
SelectMedical
WTTR
SEM
...
1.7
dd
9
6.23
29.03
+0.17
–0.06
...
.125
38.20
38.40 20.39
Stoneridge
Stride
SRI
LRN
...
...
39
26
18.70
33.62
–1.74
+1.78
...
...
69.93
75.61
30.69
41.22
Toast
Toll Bros
TOST
TOL
...
1.0
dd
11
39.63
70.48
+4.74
+1.94
...
.17
V 106.47
27.57
74.42
21.36
WestlakeChem
WestlakeChemPtrs
WLK
WLKP
1.3
7.6 13
8 94.27
24.86
+2.04
+0.80
.2975
.4714
33.00 7.72 SelectQuote SLQT ... 18 9.38 +0.26 ... 281.16 220.90 Stryker SYK 1.0 54 268.25 +17.03 .695 57.26 28.31 TootsieRoll TR 1.0 42 37.36 +1.68 .09 20.82 14.09 WestpacBanking WBK 5.6 15 15.38 +0.50 .4399
144.93 114.66 Sempra SRE 3.4 35 129.41 +2.54 1.10 27.00 5.23 StudioCity MSC ... dd 5.58 +0.09 ... 90.79 65.34 VF VFC 2.9 22 69.45 –1.53 .50 62.03 40.04 WestRock WRK 2.3 14 43.00 –0.94 .25
284.01 178.03 TopBuild BLD ... 29 275.74 +17.95 ... 15.57 5.51 ViaOptronics VIAO ... dd 6.95 –0.30 ...
32.48 10.62 Semrush SEMR ... ... 21.07 +2.15 ... 92.49 62.16 SturmRuger RGR 5.1 8 66.43 –0.28 .79 118.13 92.62 Toro TTC 1.2 26 99.32 +3.72 .30 27.01 11.36 Westwood WHG 3.6 14 16.81 –0.43 .15
18.55 10.91 SendasDistrib ASAI .8 12 12.45 –0.28 .0432 16.45 13.83 SuburbanPropane SPH 9.2 7 14.18 +0.11 .325 75.73 55.68 TorontoDomBk TD 3.4 12 75.13 +2.12 .6958
33.35 24.51 VICI Prop VICI 5.0 16 28.90 +1.28 .36 14.97 7.20 WeWork WE ... dd 8.04 +0.03 ...
7.95 6.01 SumitomoMits SMFG 4.3 7 6.81 –0.03 .1752 28.80 17.25 Vizio VZIO ... cc 18.98 –0.04 ... 4.21 0.97 WeWorkWt WE.WT ... ... 1.78 –0.01 ...
64.80 51.02 SensataTechs ST ... 26 59.84 +2.65 ... 33.19 9.48 Torrid CURV ... ... 10.14 +0.13 ... 5.38 2.15 VOC Energy VOC 11.0 12 4.63 –0.07 .20
106.32 69.96 SensientTech SXT 1.7 35 97.15 –0.03 .41 11.32 8.06 SummitHotelProp INN ... dd 9.77 +0.84 ... 11.07 9.77 TortoiseEcofinIII TRTL.UT ... ... 9.93 +0.02 ... 41.68 30.87 Weyerhaeuser WY 1.8 12 38.64 –1.00 .17
78.53 39.94 SentinelOne S ... dd 51.60 +3.63 ... 41.46 18.99 SummitMaterials SUM ... 32 39.33 +1.06 ... 10.67 9.85 VPCImpactIII VPCC.UT ... ... 10.23 –0.03 ... 49.10 34.85 WheatonPrecMet WPM 1.3 31 42.31 +1.12 .15
10.15 9.66 TortoiseEcoIII A TRTL ... ... 9.70 +0.02 ... 10.10 9.66 VPC Impact III A VPCC ... ... 9.96 +0.01 ...
9.57 4.05 SequansComms SQNS ... ... 4.80 +0.29 ... 46.64 12.40 SummitMidstream SMLP ... 1 22.60 –0.80 ... 1.33 0.91 TortoiseEcoIII Wt TRTL.WT ... ... .99 +0.03 ... 15.00 4.03 WheelsUp UP ... dd 4.61 +0.20 ...
24.04 11.95 SeritageGrowth SRG ... dd 13.33 +0.63 ... 209.98 137.43 SunComms SUI 1.6 63 205.52 +7.44 .83 2.12 0.67 VPC Impact III Wt VPCC.WT ... ... 1.18 –0.11 ... 3.14 0.71 WheelsUpWt UP.WT ... ... .88 –0.03 ...
52.57 40.33 TotalEnergies TTE ... 12 51.08 +1.71 ... 33.36 10.99 VTEX VTEX ... dd 11.68 –0.64 ...
70.58 45.63 ServiceCorp SCI 1.3 15 69.66 +1.79 .23 57.93 43.36 SunLifeFinancial SLF 3.2 11 54.64 +1.02 .524 15.33 6.52 TownsquareMedia TSQ ... 13 12.96 +0.88 ... 257.68 171.33 Whirlpool WHR 2.5 7 227.27 –3.09 1.40
707.60 448.27 ServiceNow NOW ... cc 648.57 +32.94 ... 8.15 4.13 SunCokeEnergy SXC 3.6 22 6.76 +0.11 .06 4.31 1.69 VaalcoEnergy EGY ... 4 3.25 +0.26 ... 1267.52 976.50 WhiteMtnIns WTM .1 20 1012.36 –1.68 1.00
188.95 139.29 ToyotaMotor TM 2.2 9 183.78 –0.26 1.7622 376.24 261.41 VailResorts MTN 1.1 98 332.23 +10.02 .88
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

88.60 39.46 ServisFirst SFBS .9 23 87.40 +5.49 .23 26.97 16.40 SuncorEnergy SU 5.4 19 24.51 +1.33 .3405 32.59 11.39 Traeger COOK ... dd 12.64 +0.01 ... 10.43 7.56 WhitestoneREIT WSR 4.4 41 9.88 +0.38 .0358
36.88 2.93 SunlandsTech STG ... dd 5.00 –0.12 ... 39.14 20.25 Valaris VAL ... dd 36.25 +1.05 ... 71.61 19.75 WhitingPetrol WLL ... 19 63.98 +1.40 ...
138.38 66.26 ShakeShack SHAK ... dd 74.52 +2.90 ... 10.01 9.89 TrajectoryAlpha TCOA.UT ... ... 9.95 +0.04 ... 4.10 1.50 ValarisWt VAL.WT ... ... 2.99 –0.01 ...
12.81 3.36 Shapeways SHPW ... dd 3.68 +0.05 ... 16.66 3.20 SunlightFinl SUNL ... dd 4.48 +0.85 ... 207.06 137.98 TraneTech TT 1.2 36 197.30 +2.96 .59 23.93 9.92 WideOpenWest WOW ... 3 21.28 +0.41 ...
1.63 0.40 ShapewaysWt SHPW.WT ... ... .49 –0.04 ... 4.21 0.37 SunlightFinWt SUNL.WT ... ... .60 +0.13 ... 11.80 7.08 Transalta TAC 1.4 dd 11.10 +0.47 .039
23.18 11.16 Vale VALE 8.2 4 13.91 –0.09 .4376 66.04 44.74 Wiley A JW.A 2.5 23 55.43 +1.38 .345
30.41 17.06 ShawComm B SJR 3.0 19 29.71 +0.67 .0801 57.70 24.63 SunnovaEnergy NOVA ... dd 26.80 –1.05 ... 12.19 6.12 ValensSemicon VLN ... dd 7.91 –0.07 ... 65.63 45.28 Wiley B JW.B 2.5 24 55.63 +1.99 .345
42.92 18.61 TrancntlRlty TCI ... 20 38.21 –0.78 ... 1.49 0.36 ValensSemiconWt VLN.WT ... ... .60 +0.07 ...
16.50 9.89 ShellMidstream SHLX 11.0 9 10.86 –0.17 .30 42.57 28.07 Sunoco SUN 8.4 8 39.11 +0.95 .8255 688.03 517.37 TransDigm TDG ... 61 628.00 +44.12 ... 29.89 19.85 Williams WMB 6.3 31 25.85 +0.06 .41
349.72 218.06 SherwinWilliams SHW .7 46 338.38 –2.06 .55 13.91 10.14 SunstoneHotelInv SHO ... dd 11.68 +0.87 ... 84.95 54.53 ValeroEnergy VLO 5.5 dd 71.73 +3.04 .98 10.04 9.80 WilliamsRowland WRAC ... ... 9.89 –0.01 ...
dd 5.13 2.11 Transocean RIG ... dd 3.05 +0.14 ... 34.60 14.73 Valhi VHI 1.2 8 27.44 +0.54 .08
104.11 48.58 Shift4Paymts FOUR ... dd 59.16 +3.22 ... 9.72 3.88 SuperiorIndsIntl SUP ... 4.25 +0.10 ... 6.09 4.05 TransportadGas TGS ... 8 4.51 –0.06 ... 10.71 9.92 WilliamsRowland WRAC.UT ... ... 10.11 –0.05 ...
39.17 27.51 ShinhanFin SHG 4.6 5 31.98 +0.07 .2191 10.23 9.71 SupernovaPtrsIII STRE.UT ... ... 9.91 ... ... 265.09 169.95 ValmontInds VMI .8 26 244.79 +6.44 .50 223.32 98.75 Williams-Sonoma WSM 1.7 13 168.96 –0.48 .71
125.35 83.12 TransUnion TRU .3 48 117.58 +6.82 .095 37.41 22.51 Valvoline VVV 1.4 16 35.78 +0.21 .125
1762.92 1005.14 Shopify SHOP ... 54 1439.33 +115.93 ... 10.00 9.58 Supernova III A STRE ... dd 9.75 +0.03 ... 68.26 42.27 Travel+Leisure TNL 2.6 23 53.89 +5.16 .35 87.53 59.63 Winnebago WGO 1.0 8 71.15 +2.74 .18
10.15 10.01 ShoulderUpTechUn SUAC.UT ... ... 10.02 –0.03 ... 1.50 0.75 Supernova III Wt STRE.WT ... ... .88 +0.03 ... 38.46 16.64 Vapotherm VAPO ... dd 22.19 –1.34 ... 9.96 5.54 Wipro WIT .1 32 9.45 +0.44 .0122
13.95 9.80 SupernovaPtrsII SNII.UT ... ... 11.29 +0.02 ... 163.29 133.12 Travelers TRV 2.3 11 154.65 –3.54 .88 17.39 11.30 VectorGroup VGR 4.7 13 16.96 +0.22 .20
128.36 62.21 Shutterstock SSTK .8 41 111.28 +5.48 .21 12.87 10.13 TrebiaAcqn TREB.UT ... ... 11.13 +0.74 ... 142.33 75.06 Wolfspeed WOLF ... dd 110.95 +4.17 ...
3 12.75 9.62 SupernovaPtrsII A SNII ... cc 10.35 +0.01 ... 60.32 40.67 Vectrus VEC ... 10 45.82 –0.69 ... 44.74 26.42 WolverineWwide WWW 1.4 dd 28.81 +0.78 .10
20.68 11.15 Sibanye-Stillwater SBSW 10.3 12.83 +0.70 .8075 11.99 9.72 TrebiaAcquisition TREB ... dd 9.92 ... ... 343.96 235.74 VeevaSystems VEEV ... 98 260.61 +3.68 ...
111.92 26.03 SignetJewelers SIG .9 8 83.54 –0.16 .18 4.94 0.74 SupernovaII Wt SNII.WT ... ... 2.40 –0.10 ... 34.40 23.61 WooriFin WF 3.2 4 33.90 +0.07 .3675
14.45 8.37 Suzano SUZ ... 6 10.62 –0.21 ... 2.98 1.05 TrebiaAcqnWt TREB.WT ... ... 1.22 –0.12 ... 13.18 7.08 Velo3D VLD ... dd 7.62 +0.10 ...
40.79 12.67 SignifyHealth SGFY ... dd 14.31 +0.05 ... 9.38 6.26 TrecoraResources TREC ... dd 8.11 +0.26 ... 173.24 80.00 Workiva WK ... dd 133.43 +4.35 ...
56.20 24.33 Sweetgreen SG ... ... 31.36 +3.41 ... 4.18 0.95 Velo3DWt VLD.WT ... ... 1.75 +0.14 ... 37.68 24.29 WorldFuelSvcs INT 1.8 31 26.59 +0.44 .12
34.83 5.03 SilverBowRscs SBOW ... dd 22.33 +1.44 ...
28.92 18.39 10.59 Tredegar TG 4.1 11 11.78 +0.47 .12
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

58 13.38 Switch SWCH .7 cc 28.70 +0.96 .0525 14.00 6.04 VelocityFinl VEL ... 14 13.32 +0.32 ... 10.12 9.76 WorldQuantumA WQGA ... ... 9.81 –0.01 ...
239.26 56.00 SilvergateCapital SI ... 155.74 +13.62 ... 55.50 33.90 TreeHouseFoods THS ... 69 39.53 –1.64 ... 5.85 2.35 VenatorMaterials VNTR ... dd 2.44 –0.07 ...
25.50 14.44 Similarweb SMWB ... dd 18.29 +1.84 ... 38.00 23.10 Sylvamo SLVM ... ... 27.44 –1.72 ... 10.14 9.93 WorldQuantumGwthUn WQGA.UT ... ... 10.06 –0.04 ...
52.49 33.41 SynchronyFin SYF 1.9 7 46.16 –0.49 .22 4.83 0.57 TrepontAcqnI Wt TACA.WT ... ... .61 –0.04 ... 61.09 45.40 Ventas VTR 3.7 94 49.20 –0.30 .45
11.66 9.82 SimonPropAcqn SPGS.UT ... ... 9.91 +0.01 ... 10.75 9.68 TrepontAcqnI A TACA ... ... 9.98 +0.02 ... 0.87 0.49 WorldQuantumWt WQGA.WT ... ... .57 –0.02 ...
50.51 31.56 SynovusFin SNV 2.8 10 46.83 +1.30 .33 40.46 19.28 Veoneer VNE ... dd 35.46 +0.75 ... 70.72 45.87 WW Ent WWE 1.0 32 48.36 +0.20 .12
10.32 9.69 SimonPropA SPGS ... 79 9.75 ... ... 140.98 81.18 Trex TREX ... 68 132.81 +4.20 ... 19.90 11.74 VerisResidential VRE ... dd 18.48 –0.16 ...
1.88 0.76 SimonPropWt SPGS.WT ... ... .86 +0.04 ... 86.73 68.05 Sysco SYY 2.5 58 76.65 +4.54 .47
28.29 16.59 TriPointe TPH ... 7 26.94 +1.16 ... 75.45 47.79 WorthingtonInds WOR 2.1 6 52.65 +1.03 .28
158.99 17.79 Veritiv VRTV ... 16 117.98 +7.70 ... 89.48 55.30 WyndhamHtls WH 1.4 44 88.31 +7.10 .32
171.12 82.06 SimonProperty SPG 4.2 28 155.46 +4.73 1.65 15.12 5.49 TriconRes TCN 1.6 6 14.93 +0.56 .058
134.64 91.25 SimpsonMfg SSD .7 26 134.01 +1.01 .25 T 10.14 10.00 TrineIIAcqn TRAQ.UT ... ... 10.03 –0.01 ...
59.85
12.87
49.69
4.19
Verizon
VermilionEnergy
VZ
VET
4.9
...
10
3
52.68
12.79
–0.49
+2.14
.64
...
11.50
260.00
7.48
147.60
SiriusPoint
SiteOneLandscape
SPNT
SITE
...
... 47
3 8.25
230.44
–0.11
+10.56
...
...
109.40 69.43 TriNet TNET ... 22
dd
94.57 +2.13 ... 27.29 11.25 Verso VRS 1.5 dd 26.80 +6.75 .10 XYZ
90.96 3.76 TAL Education TAL ... dd 4.08 –0.12 ... 33.77 24.70 TrinityIndustries TRN 3.1 29.49 +0.68 .23 18.44 8.54 VerticalAerospace EVTL ... dd 10.05 –2.79 ...
51.75 30.88 SixFlags SIX ... 90 43.09 +2.86 ... 55.34 40.11 TC Energy TRP 5.8 32 47.10 +1.56 .6908 76.49 44.20 Trinseo TSE 2.4 6 53.68 +3.80 .32 1.85 0.56 VerticalAeroWt EVTL.WT ... ... 1.07 –0.05 ... 17.88 1.81 XFinancial XYF ... 54 3.36 –0.14 ...
55.87 33.80 SkechersUSA SKX ... 17 42.27 +0.58 ... 10.23 9.80 TCW Spac TSPQ.UT ... ... 9.90 –0.09 ... 36.33 20.95 Triple-S Mgmt GTS ... 10 35.60 –0.06 ... 28.80 17.88 Vertiv VRT .0 63 24.86 +0.91 .01 35.00 3.07 XL Fleet XL ... dd 3.81 –0.04 ...
13.60 8.24 SkeenaRscs SKE ... dd 10.04 –0.16 ... 10.00 9.50 TCW Spac A TSPQ ... 33 9.75 +0.03 ... 19.25 12.74 TriplePtVent TPVG 8.2 8 17.52 +0.60 .36 52.73 33.93 Viad VVI ... dd 42.47 +2.37 ... 90.78 63.29 XPO Logistics XPO ... 27 75.32 +3.98 ...
12.88 8.56 Skillsoft SKIL ... dd 9.50 –0.49 ... 1.02 0.55 TCW Spac Wt TSPQ.WT ... ... .65 +0.02 ... 10.09 9.87 TristarAcqnI TRIS.UT ... ... 10.00 +0.01 ... 15.79 9.50 VicariousSurgical RBOT ... dd 11.17 –0.59 ... 21.40 14.15 XeniaHotels XHR ... dd 18.12 +1.36 ...
3.75 1.20 SkillsoftWt SKIL.WT ... ... 2.06 –0.30 ... 30.00 15.25 TDCX TDCX ... 36 17.31 +0.37 ... 9.89 9.69 TristarAcqnI TRIS ... ... 9.73 +0.02 ... 2.95 0.20 VicariousSurgicWt RBOT.WT ... ... 2.10 –0.14 ... 4.12 0.63 XinyuanRealEst XIN ... ... .65 –0.11 ...
46.30 7.15 Skillz SKLZ ... dd 8.51 +0.43 ... 130.93 79.05 TD Synnex SNX .7 12 113.20 +4.88 .20 0.60 0.48 TristarAcqnIWt TRIS.WT ... ... .52 –0.01 ... 76.00 39.79 Victoria'sSecret VSCO ... 7 49.11 –0.42 ... 60.04 22.73 XPeng XPEV ... dd 46.09 +4.33 ...
85.92 29.40 SkylineChamp SKY ... 29 76.21 +4.35 ... 166.44 116.87 TE Connectivity TEL 1.3 23 158.45 +2.04 .50 63.88 44.76 TritonIntl TRTN 4.4 9 59.01 +3.21 .65 13.51 5.25 VinceHolding VNCE ... dd 8.50 –0.79 ... 24.73 9.87 XponentialFit XPOF ... ... 20.57 +1.19 ...
15.14 8.81 SmartRent SMRT ... dd 10.10 –0.04 ... 22.09 13.29 Tegna TGNA 2.0 7 18.85 +0.10 .095 24.53 10.53 TriumphGroup TGI ... dd 19.07 +1.80 ... 46.00 7.93 Vipshop VIPS ... 7 8.46 +0.16 ... 138.78 94.63 Xylem XYL 1.0 46 117.50 +1.69 .28
85.65 51.11 Smartsheet SMAR ... dd 78.99 +6.11 ... 23.73 19.74 Telus TU 4.5 31 23.23 +0.31 .26 26.33 13.77 Tronox TROX 1.7 15 23.31 +1.22 .10 62.80 13.52 VirginGalactic SPCE ... dd 14.53 +0.07 ... 108.82 60.75 Yeti YETI ... 37 83.44 +1.69 ...
84.78 52.08 SmithAO AOS 1.4 29 82.77 +1.86 .28 39.91 26.92 TelusIntl TIXT ... cc 32.34 +1.23 ... 32.91 18.26 TrueBlue TBI ... 20 27.65 +0.39 ... 10.62 9.54 VirginGroupII VGII.UT ... ... 10.00 +0.04 ... 5.86 3.25 YPF YPF ... 5 3.92 +0.11 ...
46.10 31.55 Smith&Nephew SNN 2.1 27 34.04 +1.39 .288 56.86 26.41 Ternium TX 6.8 2 42.61 +0.22 .80 65.42 46.58 TruistFinl TFC 3.3 14 57.77 +0.66 .48 10.55 9.64 VirginGrpII A VGII ... ... 9.87 +0.03 ... 41.35 5.88 Yalla YALA ... 15 6.30 +0.05 ...
140.65 110.53 Smucker SJM 3.0 19 132.99 –3.42 .99 120.50 50.40 TFI Intl TFII 1.0 19 108.73 +2.82 .27 12.29 6.75 TsakosEnergy TNP 2.7 dd 7.54 +0.19 .10 1.55 0.78 VirginGrpII Wt VGII.WT ... ... .85 +0.04 ... 6.16 3.70 YamanaGold AUY 2.9 28 4.13 +0.12 .03
83.34 42.96 Snap SNAP ... dd 48.68 +3.39 ... 14.41 9.81 TIM TIMB 2.5 10 11.27 –0.15 .2035 20.11 7.50 TufinSoftware TUFN ... dd 10.17 –0.38 ... 8.24 2.58 VirnetX VHC ... dd 2.88 –0.12 ... 25.47 1.84 YatsenHolding YSG ... dd 1.89 –0.04 ...
259.99 165.88 SnapOn SNA 2.7 14 209.94 +0.59 1.42 76.94 61.15 TJX TJX 1.4 34 73.75 –0.27 .26 38.59 13.28 Tupperware TUP ... 83 15.22 +0.89 ... 252.67 190.10 Visa V .7 39 216.62 +4.74 .375 43.86 27.58 Yelp YELP ... 77 37.13 +2.04 ...
405.00 184.71 Snowflake SNOW ... dd 349.22 +16.89 ... 10.50 9.79 TLG Acqn One TLGA.UT ... ... 9.90 +0.01 ... 6.10 2.85 TurkcellIletism TKC ... 6 3.90 +0.53 ... 26.50 19.00 Vishay VSH 1.9 10 21.15 +1.02 .10 20.23 8.89 Yext YEXT ... dd 10.59 –0.20 ...
19.47 10.20 SocialCapHedIV IPOD.UT ... ... 10.83 +0.14 ... 9.90 9.50 TLGAcqnOneA TLGA ... 31 9.74 ... ... 61.08 35.06 TurningPoint TPB .6 14 36.63 –0.51 .055 39.71 29.22 VishayPrecision VPG ... 35 36.46 +1.31 ... 6.80 2.43 YirenDigital YRD ... 10 2.75 +0.04 ...
6.68 1.35 SocialCapHedosIVWt IPOD.WT ... ... 2.00 +0.11 ... 1.00 0.47 TLGAcqnOneWt TLGA.WT ... ... .52 +0.02 ... 21.89 9.75 TurquoiseHill TRQ ... 6 16.68 +1.70 ... 7.00 2.42 VistaOil&Gas VIST ... cc 5.10 –0.23 ... 42.17 7.02 Youdao DAO ... dd 11.46 +0.66 ...
18.31 9.82 SocialCapHedIV A IPOD ... 21 10.33 +0.10 ... 37.36 10.02 TPGPaceBenFin TPGY.UT ... ... 10.05 –0.06 ... 20.24 11.91 TutorPerini TPC ... 7 12.43 –0.22 ... 48.75 23.22 VistaOutdoor VSTO ... 6 41.15 +0.88 ... 135.83 101.18 YumBrands YUM 1.5 26 135.34 +3.41 .50
19.35 10.03 SocialCapHedVI IPOF.UT ... ... 10.84 +0.04 ... 34.28 9.83 TPGPaceBenA TPGY ... dd 9.89 –0.10 ... 27.65 4.88 Tuya TUYA ... dd 6.40 –0.13 ... 24.20 15.47 Vistra VST 2.7 dd 22.03 +0.80 .15 69.67 46.91 YumChina YUMC 1.0 31 48.24 –0.39 .12
17.81 9.77 SocialCapHedVI A IPOF ... dd 10.29 +0.09 ... 12.00 0.81 TPGPaceBenWt TPGY.WT ... ... .95 –0.03 ... 457.30 235.00 Twilio TWLO ... dd 267.17 –6.46 ... 0.84 0.10 VistraWt VST.WTA ... ... .17 +0.03 ... 62.20 11.34 ZimIntShipping ZIM 18.6 2 53.66 +2.70 2.50
6.97 1.20 SocialCapHedVI Wt IPOF.WT ... ... 2.12 –0.06 ... 10.83 9.65 TPGPaceBenII YTPG ... ... 9.80 –0.10 ... 10.21 9.77 TwinRidgeCap TRCA.UT ... ... 9.86 –0.04 ... 25.10 7.80 VivintSmartHome VVNT ... dd 10.26 +0.56 ... 38.96 25.23 ZTO Express ZTO .0 34 27.40 –0.45 .24
1.25 0.74 SocialLvgI Wt SLAC.WT ... ... .80 –0.06 ... 14.55 9.58 TPG RE Fin TRTX 7.5 30 12.74 +0.85 .07 10.20 9.62 TwinRidgeCapA TRCA ... ... 9.70 ... ... 172.00 108.80 VMware VMW ... 24 116.89 +2.10 ... 166.60 90.51 Zendesk ZEN ... dd 103.35 +1.03 ...
11.20 9.80 SocialLvgI SLAC.UT ... ... 9.89 –0.04 ... 12.85 9.80 TailwindAcqn TWND.UT ... ... 9.99 –0.11 ... 1.60 0.56 TwinRidgeCapWt TRCA.WT ... ... .59 –0.06 ... 69.27 31.93 VoceraComm VCRA ... dd 65.52 +4.28 ... 20.25 4.26 ZeppHealth ZEPP ... 10 5.18 +0.51 ...
10.28 9.61 SocialLvgI A SLAC ... cc 9.73 ... ... 11.65 8.68 TailwindAcqnA TWND ... dd 9.81 –0.03 ... 80.75 41.01 Twitter TWTR ... dd 44.16 +1.09 ... 18.33 6.63 Volta VLTA ... dd 7.58 –0.72 ... 11.14 5.27 ZetaGlobal ZETA ... dd 8.40 +0.25 ...
71.50 40.53 SOQUIMICH SQM .7 57 50.13 –5.78 .2044 2.75 0.50 TailwindAcqnWt TWND.WT ... ... .55 –0.02 ... 10.03 9.66 twoA TWOA ... ... 9.71 –0.04 ... 6.16 1.16 VoltaWt VLTA.WT ... ... 1.96 –0.19 ... 17.50 6.88 ZeviaPBC ZVIA ... dd 7.27 –0.25 ...
15.08 6.11 SolarisOilfield SOI 6.3 dd 6.62 +0.16 .105 10.67 9.74 TailwindIntlAcqn TWNI.UT ... ... 9.91 +0.06 ... 8.15 5.43 TwoHarbors TWO 11.2 6 6.06 +0.29 .17 37.08 28.55 Vontier VNT .3 12 30.36 +0.37 .025 164.16 5.39 ZhangmenEducation ZME ... dd 6.05 –2.99 ...
23.00 13.55 SolarWinds SWI ... 22 14.61 +0.18 ... 10.15 9.60 TailwindIntlA TWNI ... 32 9.72 +0.01 ... 557.55 372.80 TylerTech TYL ... cc 523.11 +21.44 ... 50.91 35.02 VornadoRealty VNO 5.1 dd 41.49 +0.72 .53 13.85 4.80 Zhihu ZH ... dd 5.28 –0.44 ...
23.39 13.46 SoloBrands DTC ... ... 14.98 +0.55 ... 1.03 0.48 TailwindIntlWt TWNI.WT ... ... .57 –0.02 ... 86.96 62.51 TysonFoods TSN 2.2 10 85.22 –0.21 .46 70.98 54.46 VoyaFinancial VOYA 1.2 4 67.57 +4.78 .20 180.36 116.60 ZimmerBiomet ZBH .8 33 126.99 +6.14 .24
12.24 6.00 Sonendo SONX ... ... 6.28 –0.95 ... 10.10 9.62 TailwindTwoA TWNT ... dd 9.89 +0.02 ... 210.16 141.72 VulcanMatls VMC .7 43 206.36 +1.62 .37 32.90 19.32 ZipRecruiter ZIP ... 93 24.71 +1.23 ...
7
U
58.00 37.24 SonicAutomotive SAH 1.0 48.34 +1.03 .12 1.49 0.55 TailwindTwoWt TWNT.WT ... ... .92 –0.02 ... 13.72 9.96 VyGlblGrowth VYGG.UT ... ... 10.10 +0.05 ... 244.39 141.41 Zoetis ZTS .5 58 242.51 +8.20 .325
55.17 10.75 SonidaSrLiving SNDA ... 1 28.59 +1.80 ... 142.20 104.67 TaiwanSemi TSM 1.3 31 120.68 +4.36 .3911 12.74 9.63 VyGlblGrowthA VYGG ... 50 9.82 +0.03 ... 23.25 12.79 Zuora ZUO ... dd 19.31 –0.07 ...
69.83 54.82 SonocoProducts SON 3.2 dd 55.48 –3.21 .45 19.97 13.17 TakedaPharm TAK 5.3 10 13.77 +0.03 .3921 5.05 1.01 VyGlblGrowthWt VYGG.WT ... ... 1.20 ... ... 38.32 17.96 ZurnWaterSolns ZWS .3 34 36.07 +1.10 .03
126.00 91.75 Sony SONY .3 18 123.86 +2.73 .2441 18.93 7.85 TalosEnergy TALO ... dd 9.82 +0.50 ... 18.67 13.99 UBS Group UBS 2.1 8 17.82 +0.41 .37 59.03 14.90 Zymeworks ZYME ... dd 16.57 +0.24 ...
29.24 20.75 SoJerseyInd SJI 4.8 16 25.80 +0.54 .31 dd 59.95 36.73 UDR UDR 2.5 cc 58.68 +0.72 .3625
W
22.51 9.62 Tanger SKT 3.8 19.23 +0.74 .1825
59.86 47.22 SouthJerseyUn SJIV 8.2 ... 55.23 +1.21 1.0938 14 48.55 34.20 UGI UGI 3.0 7 45.50 +0.61 .345
NYSE ARCA
49.67 29.80 Tapestry TPR 2.4 41.26 ... .25
68.21 56.69 Southern SO 4.0 24 66.54 –0.30 .66 58.18 25.50 TargaResources TRGP .8 43 50.81 +1.03 .10 110.00 96.65 UGI Un UGIC 7.3 15 103.00 –0.30 1.8125
53.99 48.15 SouthernUnSeriesA SOLN 6.4 ... 52.96 –0.34 .8438 268.98 166.83 Target TGT 1.6 16 221.01 –2.30 .90 25.70 14.32 UMH Prop UMH 3.0 40 25.36 +0.72 .19 5.14 2.15 W&T Offshore WTI ... dd 3.31 +0.07 ...
83.29 54.92 SoCopper SCCO 5.3 15 60.20 +1.82 1.00 80.00 46.81 TaroPharm TARO ... cc 50.98 +1.14 ... 59.32 38.02 Unitil UTL 3.4 19 45.05 –0.24 .38 99.86 80.55 WEC Energy WEC 3.1 23 94.65 –1.64 .7275 13.57 7.84 EmpireStateReal250 FISK 1.7 ... 8.01 –0.74 .035
10.05 9.99 SouthportAcqn PORT.UT ... ... 10.01 ... ... 35.38 11.75 TataMotors TTM ... dd 31.21 +0.90 ... 17.83 12.40 USA Compression USAC 13.5 dd 15.50 +0.83 .525 234.64 123.01 WEX WEX ... dd 137.62 +8.96 ... 13.00 7.88 EmpireStateReal60 OGCP 1.6 ... 8.80 +0.32 .035
64.75 38.66 SouthwestAir LUV ... dd 41.87 +2.21 ... 35.51 22.64 TaylorMorrison TMHC ... 9 33.59 +1.35 ... 39.96 28.53 US Cellular USM ... 21 32.08 +0.11 ... 91.03 66.20 WNS WNS ... 38 86.23 +2.03 ... 13.05 8.00 EmpireStateRealES ESBA 1.6 ... 9.00 +0.01 .035
73.54 57.00 SouthwestGas SWX 3.3 17 71.28 +0.81 .595 13.84 1.07 Team TISI ... dd 1.18 –0.06 ... 8.27 3.27 USD Partners USDP 9.3 6 5.08 +0.07 .1185 82.37 65.75 W.P.Carey WPC 5.2 33 80.83 +0.75 1.055 58.69 32.24 US Oil Fund USO ... ... 53.13 +2.35 ...
5.96 2.92 SouthwesternEner SWN ... dd 4.65 +0.14 ... 10.70 5.55 TechnipFMC FTI ... 21 6.04 +0.14 ... 42.10 30.02 US Foods USFD ... cc 34.58 +2.93 ... 75.51 51.86 WPP WPP 2.5 dd 74.53 +2.48 .8714 22.79 12.60 USBrentOilFd BNO ... ... 20.57 +0.92 ...
11.08 9.81 SpartanAcqnIII SPAQ.UT ... ... 10.19 +0.03 ... 29.92 17.31 TeckRscsB TECK ... 21 28.29 +1.34 ... 11.74 9.81 USHG Acqn HUGS.UT ... ... 10.92 +0.22 ... 20.55 13.04 WabashNational WNC 1.6 32 19.66 +1.42 .08 44.32 23.40 USGasolineFd UGA ... ... 40.81 +1.49 ...
10.00 9.67 SpartanAcqnIII A SPAQ ... dd 9.90 +0.01 ... 4.17 2.10 Teekay TK ... 74 3.22 +0.11 ... 10.94 9.60 USHG Acqn A HUGS ... 88 10.36 +0.11 ... 97.71 71.05 Wabtec WAB .5 37 89.85 +0.89 .12 22.10 8.22 US NatGas UNG ... ... 12.10 +0.06 ...
1.80 0.86 SpartanAcqnIII Wt SPAQ.WT ... ... 1.23 +0.04 ... 17.24 10.97 TeekayLNG un TGP 6.8 7 16.93 ... .2875 2.50 0.70 USHG Acqn Wt HUGS.WT ... ... 1.80 +0.23 ... 156.77 81.52 Walker&Dunlop WD 1.3 18 149.42 +8.04 .50 15.55 7.26 US12mthNtlGas UNL ... ... 11.54 ... ...
... ... SpecialOppsFdRt SPE.RT ... ... .40 ... ... 16.09 10.08 TeekayTankers TNK ... dd 11.40 +0.27 ... 143.67 84.43 US PhysTherapy USPH 1.6 40 95.74 –1.50 .38 27.50 7.28 Wallbox WBX ... ... 15.75 +2.35 ... 29.78 16.86 US12moOilFd USL ... ... 27.25 +1.10 ...
50 BARRON’S December 27, 2021

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 52-Week Tick Div 52-Week Tick Div
value of publicly-held shares, trading volume, price and number of market-makers. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
20.39 10.63 BrilliantEarthA BRLT ... 6 16.05 +0.89 ... 11.57 4.60 Chimerix CMRX ... dd 7.18 +1.22 ...
52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 670.73 419.14 Broadcom AVGO 2.5 44 664.80 +29.84 4.10 2.59 0.73 ChinaIndex CIH ... ... .95 +0.06 ...
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. 17.14 11.65 BrooklineBcp BRKL 3.1 11 15.89 +0.17 .125 27.47 5.40 Chindata CD ... 85 6.38 –0.31 ...
80.67 3.59 BrooklynImmuno BTX ... dd 4.99 –0.04 ... 19.85 10.48 ChinookTherap KDNY ... dd 16.51 +0.81 ...
10.20 10.02 AltEnergyAcqn AEAEU ... ... 10.15 +0.01 ... 15.40 7.00 AtlasTech ATCX ... dd 7.96 –0.15 ...
A 10.78 3.85 AltEnergyA AEAE ... ... 10.15 +0.12 ... 483.13 198.80 Atlassian TEAM ... dd 387.92 +36.96 ...
92.35
50.29
52.79
29.71
Bruker
BrynMawrBank
BRKR
BMTC
.2
2.5
45
13
80.28
45.43
+1.73
+3.02
.04
.28
44.72
262.20
23.90
175.01
ChipMOSTechs
ChurchillDowns
IMOS
CHDN
3.5
.3 42
8 34.65
236.37
+1.67
+16.38
1.5679
.667
0.95 0.50 AltEnergyWt AEAEW ... ... .56 +0.01 ... 20.29 2.85 Atreca BCEL ... dd 3.18 –0.06 ... 10.06 10.00 BullpenParlayAcqUn BPACU ... ... 10.00 –0.05 ... 49.99 25.00 Chuy's CHUY ... 23 29.75 +1.42 ...
83.79 59.22 AAON AAON .5 59 78.57 +0.68 .19 24.61 8.10 Altimmune ALT ... dd 9.20 –0.16 ... 89.18 52.54 AtriCure ATRC ... 78 73.36 +5.54 ... 84.80 30.10 Bumble BMBL ... 13 34.87 +2.02 ... 3.15 1.10 CidaraTherap CDTX ... dd 1.33 –0.12 ...
55.85 15.68 AcadiaPharm ACAD ... dd 24.30 –1.46 ... 14.58 5.61 AltisourcePortf ASPS ... dd 10.94 –0.05 ... 805.62 579.96 Atrion ATRI 1.2 37 659.47 –24.53 1.95 16.80 6.17 BurgerFiIntl BFI ... dd 6.33 –0.30 ... 128.87 65.35 Cimpress CMPR ... dd 69.78 +2.13 ...
43.23 28.39 ACI Worldwide ACIW ... 49 34.92 +1.68 ... 68.07 45.05 AltraIndlMotion AIMC .6 23 50.98 +2.17 .08 50.48 31.32 AuburnNatlBncp AUBN 3.2 14 32.13 +0.12 .26 4.46 0.70 BurgerFiIntlWt BFIIW ... ... .79 –0.16 ... 127.25 82.62 CincinnatiFin CINF 2.2 7 112.34 –0.66 .63
12.61 4.68 AC Immune ACIU ... dd 5.39 +0.37 ... 91.00 44.43 AltusMidstream ALTM 9.6 12 62.77 –1.19 1.50 37.35 25.90 AudioCodes AUDC 1.0 33 34.24 +0.30 .17 39.75 9.88 BurningRockBio BNR ... dd 10.50 ... ... 2.95 0.59 Cinedigm CIDM ... dd 1.27 –0.05 ...
144.81 60.84 ACM Research ACMR ... 55 77.62 +3.20 ... 20.22 13.23 AmalgamFin AMAL 1.9 10 16.68 +0.94 .08 26.16 13.50 AuraBiosciences AURA ... dd 16.04 –0.07 ... 10.01 9.94 BurTechAcqn BRKHU ... ... 10.00 +0.01 ... 461.44 314.62 Cintas CTAS .9 41 435.00 –3.51 .95
37.77 16.15 ACV Auctions ACVA ... dd 18.96 +0.97 ... 9.25 3.11 Amarin AMRN ... dd 3.51 +0.04 ... 33.97 9.72 AuriniaPharm AUPH ... dd 23.05 +2.07 ... 29.18 20.00 BusFirstBcshs BFST 1.7 11 28.13 +0.55 .12 15.39 4.35 CipherMining CIFR ... dd 5.21 +0.62 ...
3.11 1.01 ADMA Biologics ADMA ... dd 1.27 –0.01 ... 3773.08 2881.00 Amazon.com AMZN ... 67 3421.37 +21.02 ... 18.98 5.42 AuroraCannabis ACB ... dd 6.12 +0.27 ... 3.55 0.81 CipherMiningWt CIFRW ... ... 1.37 –0.01 ...
.50 227.59 82.59 Ambarella AMBA ... dd 200.58 +20.19 ... 17.77 9.50 AuroraInnov AUR ... dd 11.83 –1.00 ...
25.50
18.84
18.91
14.42
AFC Gamma
AGNC Invt
AFCG
AGNC
7.7
9.4
21
6
21.62
15.39
+2.02
+0.40 .12 82.38 67.40 Amdocs DOX 1.9 14 74.33 +1.24 .36 6.20
11.00
1.14
1.00
AuroraInnovWt
AuroraMobile
AUROW
JG
...
...
...
dd
3.43
1.13
–0.42
+0.07
...
...
CD 103.25
62.90
71.11
43.35
CirrusLogic
CiscoSystems
CRUS
CSCO
...
2.4
23
23
91.46
62.28
+2.76
+1.82
...
.37
2.78 0.96 ALJ Regional ALJJ ... dd 1.91 +0.74 ... 325.12 133.62 Amedisys AMED ... 24 161.51 +7.64 ... 111.44 45.98 CitiTrends CTRN ... 10 76.36 +7.62 ...
10.15 10.01 ALSPOrchidAcqnIUn ALORU ... ... 10.04 –0.04 ... 36.72 13.63 AmerantBncpA AMTB .2 23 34.14 –1.49 .06 344.39 245.05 Autodesk ADSK ... 47 280.99 +3.34 ... 14.69 3.51 Cadiz CDZI ... dd 4.00 –0.17 ... 14.81 10.42 CtznCmntyBcp CZWI 1.7 8 13.75 –0.10 .23
93.91 20.31 AlxOncology ALXO ... dd 23.26 –0.63 ... 769.90 439.70 Amerco UHAL .0 14 716.69 +1.39 .50 9.98 4.60 AutolusTherap AUTL ... dd 5.46 +0.02 ... 55.00 36.47 C&F Fin CFFI 3.1 6 52.09 +0.22 .40 27.88 17.00 CitizensHolding CIZN 5.4 13 17.81 –0.26 .24
83.63 32.73 AMC Networks AMCX ... 5 35.92 +0.61 ... 7.11 4.07 AmerFirstMultifam ATAX 6.7 16 6.58 –0.03 .08 243.76 159.31 ADP ADP 1.7 38 242.00 +12.59 1.04 25.00 17.76 CB FinSvcs CBFV 4.0 17 23.87 –0.18 .24 145.19 78.07 CitrixSystems CTXS 1.5 39 97.88 +14.36 .37
67.10 50.56 Amerisafe AMSF 2.2 11 51.62 –1.26 .29 26.09 14.71 AmerAirlines AAL ... dd 18.26 +1.31 ... 11.59 6.29 AvadelPharm AVDL ... dd 7.86 +0.34 ... 33.29 24.08 CBTX CBTX 1.8 15 28.69 +0.51 .13 88.49 68.24 CityHolding CHCO 3.0 15 81.18 +0.07 .60
80.93 25.08 A-MarkPrecMet AMRK .0 4 61.52 +2.26 2.00 91.49 74.80 AEP AEP 3.6 18 86.52 –0.02 .78 9.92 9.83 AvalonAcqn AVAC ... ... 9.84 –0.02 ... 55.51 38.53 CDK Global CDK 1.5 5 41.06 +0.52 .15 32.36 14.66 Clarus CLAR .4 47 26.67 –0.06 .025
60.23 26.10 ANI Pham ANIP ... dd 50.90 +4.06 ... 52.00 45.25 AmerElecPwrUn AEPPL 6.2 ... 49.41 –0.33 .7656 10.20 10.00 AvalonAcqn AVACU ... ... 10.16 +0.03 ... 203.85 125.46 CDW CDW 1.0 28 202.76 +12.69 .50 31.24 2.94 ClarusTherap CRXT ... 10 3.21 –0.48 ...
413.89 292.79 Ansys ANSS ... 76 403.59 +6.73 ... 54.09 44.71 AmerElecPwrUn AEPPZ 6.0 ... 51.27 –0.18 .7656 0.47 0.37 AvalonAcqnWt AVACW ... ... .39 +0.01 ... 83.95 40.09 CEVA CEVA ... dd 44.38 +1.15 ... 2.02 0.28 ClarusTherapWt CRXTW ... ... .32 –0.02 ...
31.14 13.97 APA APA 1.9 16 26.07 +1.69 .125 10.69 7.23 AmericanFin AFIN 9.7 dd 8.80 +0.78 .2125 13.00 5.89 AveannaHealth AVAH ... ... 7.07 +0.52 ... 10.09 10.00 CFAcqnCorp.VII CFFSU ... ... 10.05 +0.05 ... 19.79 5.85 CleanEnerFuels CLNE ... dd 6.56 +0.16 ...
24.66 14.39 ARKRestaurants ARKR ... 5 17.34 +0.59 ... 40.34 25.86 AmNtlBcsh AMNB 2.9 10 38.51 +1.04 .28 17.90 5.97 AvePoint AVPT ... dd 6.50 +0.13 ... 51.21 27.84 C4 Therap CCCC ... dd 33.38 +1.94 ... 79.25 23.60 Clearfield CLFD ... 53 78.54 +8.71 ...
895.93 477.08 ASML ASML .4 51 801.41 +51.54 2.0843 195.89 88.38 AmericanNatl ANAT 1.7 7 188.30 +0.12 .82 5.47 1.09 AvePointWt AVPTW ... ... 1.24 –0.07 ... 106.30 84.67 CH Robinson CHRW 2.1 18 102.45 +1.08 .55 7.73 1.92 ClearsideBiomed CLSD ... dd 2.95 +0.01 ...
25.37 6.96 AST Space ASTS ... dd 8.71 +0.30 ... 36.62 16.30 AmOutdoorBrands AOUT ... 16 18.98 +0.50 ... 43.76 16.02 AviatNetworks AVNW ... 6 31.68 +1.33 ... 10.38 9.99 CIIGCapitalPtrsII CIIGU ... ... 10.22 –0.01 ... 28.85 3.76 CloverHealth CLOV ... dd 4.20 +0.01 ...
9.43 2.14 AST Space Wt ASTSW ... ... 3.37 +0.02 ... 39.19 18.11 AmericanPubEdu APEI ... 24 23.01 +0.45 ... 40.48 13.50 AvidTechnology AVID ... 44 31.87 +1.28 ... 10.38 9.75 CIIGCapPtrsII CIIG ... ... 9.88 +0.04 ... 11.10 2.58 ClovisOncology CLVS ... dd 3.17 ... ...
19.75 1.10 ATA Creativity AACG ... dd 1.24 –0.03 ... 33.27 16.31 AmerSoftware AMSWA 1.7 75 25.78 +1.02 .11 30.75 17.58 AvidityBio RNA ... dd 25.61 +2.41 ... 1.00 0.50 CIIGCapPtrsIIWt CIIGW ... ... .78 ... ... 52.88 19.61 CoastalFinl CCB ... 26 52.03 +4.05 ...
22.91 6.60 ATAI Life ATAI ... dd 7.72 –0.27 ... 31.78 10.20 AmerSupercond AMSC ... dd 11.66 +0.50 ... 27.44 14.58 AvidXchange AVDX ... dd 15.90 –0.10 ... 17.29 6.50 CimComm CMCT 4.2 dd 7.20 +0.13 .075 605.92 252.14 CocaColaCon COKE .2 24 593.50 +48.50 .25
52.65 37.89 ATN Intl ATNI 1.7 dd 40.92 –0.29 .17 108.81 56.29 AmericanWoodmark AMWD ... 42 62.59 +1.69 ... 545.11 34.99 AvisBudget CAR ... 18 223.93 +7.39 ... 19.78 1.95 CLPS CLPS ... 5 2.07 –0.12 ... 63.04 44.34 Coca-ColaEuro CCEP 2.9 34 55.23 +1.68 1.62
18.24 4.87 AveoPharma AVEO ... dd 5.10 +0.10 ... 177.45 95.12 AmerCarMart CRMT ... 6 102.82 –4.84 ... 45.43 34.20 Avnet AVT 2.4 13 40.25 +1.85 .24 198.61 119.19 CMC Materials CCMP 1.0 dd 189.98 +2.93 .46 25.70 6.22 CodexDNA DNAY ... dd 6.31 –0.79 ...
20.07 3.17 AVROBIO AVRO ... dd 3.91 +0.06 ... 59.85 36.60 AmerisBancorp ABCB 1.2 9 49.21 +0.62 .15 6.52 2.85 Aware AWRE ... dd 3.18 –0.17 ... 232.64 177.15 CME Group CME 1.6 34 228.96 +4.18 3.25 42.01 16.55 Codexis CDXS ... dd 33.40 +3.39 ...
15.84 6.53 AXT AXTI ... 28 8.80 +0.60 ... 5.34 3.05 AmeriServFin ASRV 2.6 11 3.85 –0.01 .025 69.79 28.03 AxcelisTechs ACLS ... 30 68.08 +4.87 ... 28.59 20.20 CNB FinPA CCNE 2.6 10 26.70 +0.49 .175 37.85 11.33 CodiakBioSci CDAK ... dd 12.02 –1.37 ...
24.69 17.14 Abcam ABCM ... cc 22.24 –0.14 ... 276.69 198.64 Amgen AMGN 3.5 23 223.79 +1.29 1.94 6.84 2.22 AxcellaHealth AXLA ... dd 2.50 –0.02 ... 60.32 21.20 CompassPath CMPS ... dd 23.78 +0.33 ... 23.85 15.29 CodorusValleyBncp CVLY 2.8 13 21.61 –0.13 .15
55.22 12.20 AbCelleraBio ABCL ... 21 14.93 –0.05 ... 24.84 8.60 AmicusTherap FOLD ... dd 12.18 +1.34 ... 212.37 115.57 AxonEnterprise AXON ... dd 160.54 +15.61 ... 38.92 3.76 CPI Card PMTS ... 10 20.11 +1.43 ... 13.24 5.83 CogentBio COGT ... dd 8.72 +0.45 ...
387.40 261.27 Abiomed ABMD ... cc 352.21 +36.66 ... 29.50 14.60 AmkorTech AMKR .9 10 23.13 +0.99 .05 79.81 45.93 Axonics AXNX ... dd 56.81 +4.44 ... 116.71 48.94 CRA Intl CRAI 1.3 18 92.25 +1.43 .31 80.50 56.38 CogentComm CCOI 4.3 cc 73.56 +1.84 .83
31.53 8.41 Absci ABSI ... dd 8.67 –0.81 ... 22.95 16.91 AmphastarPharm AMPH ... 31 22.59 +0.76 ... 86.01 19.38 AxsomeTherap AXSM ... dd 38.45 +3.15 ... 220.20 67.15 CRISPR Therap CRSP ... 17 82.15 –0.58 ... 101.82 72.85 Cognex CGNX .3 47 77.62 +1.71 .065
21.20 8.36 AbsoluteSftwr ABST 2.7 dd 9.40 +0.13 .0639 15.44 9.17 AmrytPharma AMYT ... dd 10.20 +0.13 ... 28.68 7.74 AyalaPharm AYLA ... dd 8.71 –0.32 ... 58.29 42.58 CSG Systems CSGS 1.7 27 57.84 +2.66 .25 13.80 4.68 CognitionTherap CGTX ... dd 6.16 +0.91 ...
9.09 3.78 AcaciaResearch ACTG ... dd 5.23 +0.24 ... 15.78 5.81 AmtechSystems ASYS ... 90 9.49 +0.22 ... 124.79 65.37 Azenta AZTA .4 68 100.98 +6.17 .10 2.35 0.95 CSI Compressco CCLP 3.3 dd 1.22 +0.02 .01 86.97 66.19 CognizantTech CTSH 1.1 24 86.29 +1.47 .24
51.08 19.25 AcademySports ASO ... 6 40.13 +0.09 ... 23.42 4.79 Amyris AMRS ... dd 5.59 +0.13 ... 18.20 4.10 AziyoBiologics AZYO ... dd 6.67 +0.07 ... 14.33 7.11 CSP CSPI ... 60 8.59 +0.33 ... 38.00 14.71 CognyteSoftware CGNT ... cc 14.94 –3.06 ...
68.65 47.92 AcadiaHealthcare ACHC ... 24 59.12 +1.20 ... 191.95 142.25 AnalogDevices ADI 1.6 47 172.66 +2.55 .69 145.50 109.21 CSW Industrials CSWI .5 37 117.01 +0.30 .15 270.99 144.85 Coherent COHR ... dd 265.50 +2.98 ...
59.93
11.40
21.76
10.05
Accolade
AccretionAcqn
ACCD
ENERU
...
...
dd
...
26.31
10.21
+1.66
–0.06
...
...
37.89
31.50
17.72
5.12
AnaptysBio
AnavexLifeSci
ANAB
AVXL
...
...
cc
dd
37.07
19.50
+1.51
+1.36
...
... B 37.35
25.00
27.70
18.72
CSX
CVB Fin
CSX
CVBF
1.0
3.3
23
14
36.79
21.52
+1.07
+0.32
.0933
.18
22.22
51.86
12.21
29.00
CoherusBioSci
Cohu
CHRS
COHU
...
...
dd
11
17.78
38.01
+1.31
+1.80
...
...
9.80 9.69 AccretionAcqn ENER ... ... 9.75 +0.05 ... 38.75 22.45 Andersons ANDE 1.9 14 38.11 +0.68 .18 15.38 3.05 CabalettaBio CABA ... dd 4.24 –0.05 ... 429.54 208.00 CoinbaseGlbl COIN ... 23 268.15 +24.80 ...
0.37 0.30 AccretionAcqnRt ENERR ... ... .34 +0.02 ... 19.17 8.51 Angi ANGI ... dd 9.43 –0.14 ... 19.75 4.55 BBQ Holdings BBQ ... 7 13.91 +0.26 ... 10.61 8.96 CactusAcqn1 CCTSU ... ... 10.15 +0.09 ... 26.91 17.22 CollegiumPharm COLL ... 8 19.46 +0.81 ...
0.48 0.35 AccretionAcqnWt ENERW ... ... .42 +0.01 ... 32.00 13.88 AngioDynamics ANGO ... dd 28.21 +2.36 ... 16.15 10.53 BCB Bancorp BCBP 4.1 9 15.57 +0.53 .16 190.09 118.11 CadenceDesign CDNS ... 76 187.48 +8.33 ... 150.64 84.02 ColliersIntl CIGI .2 dd 145.59 +2.21 .15
6.02 3.46 Accuray ARAY ... dd 4.89 +0.06 ... 26.30 2.28 AngionBiomed ANGN ... dd 2.65 +0.10 ... 9.84 2.60 BELLUS Health BLU ... dd 7.89 –0.04 ... 119.81 66.34 CaesarsEnt CZR ... dd 94.76 +6.85 ... 24.26 9.95 Collplant CLGN ... dd 13.22 +0.43 ...
2.94 0.46 AcelRxPharm ACRX ... dd .56 ... ... 48.37 32.30 AnikaTherap ANIK ... dd 37.99 +0.60 ... 6.52 3.52 BGC Partners BGCP .9 38 4.62 +0.10 .01 19.80 10.20 Caesarstone CSTE 3.6 20 11.22 +0.69 .10 19.59 13.70 ColonyBankcorp CBAN 2.4 9 16.80 –0.07 .1025
11.80 63.42 28.85 BJsRestaurants BJRI ... dd 36.13 +1.65 ...
0.49 0.27 AchariVenturesIWt AVHIW ... ... .35 ... ... 38.01 Annexon ANNX ... dd 12.84 –0.19 ...
110.75 67.79 BOK Fin BOKF 2.0 11 103.76 +0.86 .53 43.24 33.85 Cal-MaineFoods CALM .4 cc 36.49 +0.36 .034 50.68 30.09 ColumbiaBanking COLB 3.7 11 32.34 +1.05 .30
11.28 10.02 AchariVenturesI AVHIU ... ... 10.11 ... ... 12.09 1.01 AnPacBioMed ANPC ... dd 1.05 –0.14 ... 14.51 7.15 CalAmp CAMP ... dd 7.61 –2.15 ... 21.04 14.70 ColumbiaFin CLBK ... 24 20.69 +0.85 ...
9.90 9.82 AchariVenturesI AVHI ... ... 9.87 +0.02 ... 10.15 10.02 AnthemisDigital I ADALU ... ... 10.04 –0.01 ... 45.36 22.79 BRP Group BRP ... dd 34.82 +2.02 ... 85.40 33.25 CalavoGrowers CVGW 2.7 dd 42.12 +0.48 1.15
102.96 63.54 BRP DOOO .5 11 84.89 +4.53 .102 114.98 84.19 ColumbiaSportswr COLM 1.1 21 93.76 –0.88 .26
18.95 4.12 AchillesTherap ACHL ... ... 5.57 +0.99 ... 73.00 27.50 ApellisPharm APLS ... dd 49.16 +2.03 ...
82.61 42.18 B RileyFin RILY 3.1 4 81.71 +5.62 1.00 20.00 11.96 CaliforniaBncp CALB ... 14 19.94 +0.29 ... 57.06 37.76 ColumbusMcKinn CMCO .5 49 45.32 +1.15 .06
30.38 5.65 AclarisTherap ACRS ... dd 15.44 +1.46 ... 48.50 29.79 ApogeeEnt APOG 1.7 dd 47.15 +4.67 .20 5.45 0.66 CalitheraBiosci CALA ... dd .72 +0.06 ... 61.80 46.29 Comcast A CMCSA 2.0 16 50.03 +1.28 .25
8.66 2.34 AcordaTherap ACOR ... dd 2.38 –0.17 ... 10.39 3.23 ApolloEnd APEN ... dd 7.84 –0.48 ... 19.76 6.61 BTRS BTRS ... dd 8.04 +0.17 ... 34.15 14.22 CalliditasTherap CALT ... dd 26.32 +2.85 ...
36.50 16.50 Backblaze BLZE ... dd 18.67 +1.51 ... 79.10 61.68 CommerceBcshrs CBSH 1.5 15 68.11 +0.10 .2625
104.53 56.40 ActivisionBliz ATVI .7 19 65.16 +3.80 .47 15.27 10.40 ApolloInv AINV 9.5 6 13.03 +0.78 .05 17.43 2.96 CalumetSpecialty CLMT ... dd 12.94 –0.81 ... 13.61 6.92 CommVehicle CVGI ... 15 7.55 +0.08 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

186.59 110.22 AppFolio APPF ... cc 127.41 +5.31 ... 354.82 132.14 Baidu BIDU ... 24 144.12 +2.03 ...
26.98 6.20 AcumenPharm ABOS ... dd 7.07 +0.19 ... 27.66 18.75 BakerHughes BKR 3.0 cc 24.22 +0.54 .18 12.43 2.04 Calyxt CLXT ... dd 2.23 –0.11 ... 22.18 9.25 CommScope COMM ... dd 10.83 –0.15 ...
34.35 2.98 AcutusMedical AFIB ... dd 3.59 –0.13 ... 42.90 4.42 AppHarvest APPH ... dd 4.55 –0.14 ... 174.29 106.29 Balchem BCPC .4 57 164.21 –0.86 .64 66.40 21.44 CambiumNtwks CMBM ... 16 26.02 +2.63 ... 11.45 2.20 CommsSystems JCS .0 5 2.47 +0.16 3.50
31.83 7.00 Adagene ADAG ... ... 7.50 –0.01 ... 18.58 0.78 AppHarvestWt APPHW ... ... .86 –0.04 ... 42.28 11.91 BallardPower BLDP ... dd 12.67 –0.20 ... 50.94 34.78 CamdenNational CAC 3.3 10 48.20 +3.93 .40 47.53 36.02 CmntyTrBcp CTBI 3.7 9 43.25 +0.83 .40
78.82 5.57 AdagioTherap ADGI ... dd 8.66 –2.82 ... 260.00 62.91 Appian APPN ... dd 71.98 +3.38 ... 77.38 53.77 BancFirst BANF 2.1 14 69.10 +2.11 .36 49.60 20.30 Camtek CAMT ... 35 43.80 +1.95 ... 14.62 8.75 CommWestBcshs CWBC 2.1 9 13.45 +0.27 .07
7.34 3.37 AdaptimmuneTher ADAP ... dd 4.11 +0.21 ... 182.13 116.21 Apple AAPL .5 31 176.28 +5.14 .22 196.70 62.07 Bandwidth BAND ... dd 72.93 +0.34 ... 39.10 3.64 Canaan CAN ... 10 5.45 +0.15 ... 84.22 53.82 CommVaultSys CVLT ... cc 68.14 +1.10 ...
71.25 24.01 AdaptiveBiotech ADPT ... dd 28.40 –0.80 ... 9.67 1.84 AppliedGenetic AGTC ... dd 1.99 +0.05 ... 48.16 30.60 BankOZK OZK 2.6 11 45.43 +0.58 .29 67.39 28.80 CanadianSolar CSIQ ... 27 31.11 –0.75 ... 10.04 9.81 CompassDigital CDAQU ... ... 9.94 –0.05 ...
129.01 73.06 AddusHomeCare ADUS ... 37 93.31 +2.64 ... 159.00 83.53 ApplMaterials AMAT .6 24 155.49 +9.34 .24 31.31 21.26 BankofPrinceton BPRN 2.5 10 29.18 –0.86 .18 14.78 5.51 CandelTherap CADL ... dd 8.40 +2.06 ... 9.74 9.63 CompassDigitalAcqn CDAQ ... ... 9.66 ... ...
3.59 1.64 ADDvantage AEY ... dd 1.72 –0.02 ... 78.22 13.00 AppliedMolecular AMTI ... dd 14.54 +0.52 ... 27.28 13.84 Bank7 BSVN 2.1 9 22.60 +0.47 .12 10.20 10.06 CannaGlblAcqn CNGLU ... ... 10.08 +0.01 ... 0.95 0.71 CompassDigitalWt CDAQW ... ... .75 +0.04 ...
17.80 6.25 AdicetBio ACET ... dd 15.92 +0.07 ... 13.95 5.20 AppliedOptoelec AAOI ... dd 5.64 –0.03 ... 12.79 8.48 BankFinancial BFIN 3.7 21 10.76 –0.09 .10 20.00 5.75 Canoo GOEV ... dd 8.51 –0.43 ... 14.49 3.68 Compugen CGEN ... dd 4.56 +0.16 ...
699.54 420.78 Adobe ADBE ... 57 569.62 +12.98 ... 29.80 8.76 AppliedTherap APLT ... dd 9.84 +0.21 ... 33.99 18.22 BankwellFin BWFG 2.3 13 31.96 +0.53 .18 7.33 1.19 CanooWt GOEVW ... ... 2.46 –0.08 ... 37.62 26.22 ComputerPrograms CPSI ... 26 29.25 +0.28 ...
24.76 14.37 Adtran ADTN 1.6 cc 22.01 +0.88 .09 116.09 49.41 Applovin APP ... dd 93.80 +5.67 ... 63.24 44.01 Banner BANR 2.7 11 61.12 +2.83 .41 56.50 8.53 CanopyGrowth CGC ... dd 9.62 +0.03 ... 11.68 6.04 ComputerTask CTG ... 20 9.20 –0.32 ...
8.41 4.60 AdvEmissions ADES ... 2 6.62 +0.16 ... 25.80 3.14 ApreaTherap APRE ... dd 3.37 +0.05 ... 57.00 12.54 Baozun BZUN ... cc 14.03 +0.36 ... 13.25 7.25 Cantaloupe CTLP ... dd 8.14 +0.28 ... 5.25 2.10 comScore SCOR ... dd 3.45 +0.18 ...
125.55 81.71 AdvEnergyInds AEIS .4 25 89.05 +2.67 .10 40.00 20.07 Apria APR ... 16 32.65 +3.25 ... 86.82 62.30 BarrettBus BBSI 1.7 15 69.37 +2.37 .30 18.42 11.75 CanterburyPark CPHC ... 16 17.55 +0.34 ... 30.40 20.09 ComtechTel CMTL 1.7 cc 24.16 +0.50 .10
164.46 72.50 AdvMicroDevices AMD ... 45 146.14 +8.39 ... 4.73 2.06 Aptinyx APTX ... dd 3.00 +0.43 ... 37.00 15.18 BassettFurniture BSET 3.2 8 16.56 –0.65 .14 28.16 13.53 CapitalBancorp CBNK .8 9 26.09 +1.13 .05 191.35 96.44 Concentrix CNXC .6 27 177.15 +7.91 .25
13.92 6.94 AdvantageSolns ADV ... dd 7.82 –0.09 ... 4.94 1.55 Aptorum APM ... dd 1.67 –0.19 ... 19.68 14.38 BayCom BCML ... 10 18.41 –0.09 ... 29.00 21.42 CapitalCityBank CCBG 2.4 13 26.58 +1.04 .16 13.44 2.64 ConcertPharm CNCE ... dd 3.39 +0.05 ...
3.60 1.48 AdvantageSolnsWt ADVWW ... ... 2.38 +0.06 ... 10.10 10.00 APxAcqnI APXIU ... ... 10.04 –0.04 ... 60.93 38.77 BeaconRoof BECN ... 14 56.29 +3.04 ... 17.00 7.57 CapitalProduct CPLP 2.5 4 15.87 +0.63 .10 8.50 4.54 Conduent CNDT ... dd 5.36 +0.25 ...
14.79 1.69 AdverumBiotech ADVM ... dd 1.87 +0.10 ... 17.50 6.71 ApyxMedical APYX ... dd 13.11 +0.50 ... 138.52 56.34 BeamTherap BEAM ... dd 86.50 +1.92 ... 28.41 16.51 CapitalSouthwest CSWC 7.0 14 25.31 +0.54 .50 94.97 37.71 Confluent CFLT ... dd 71.77 +8.50 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

8.79 3.47 AegleaBioTherap AGLE ... dd 4.21 +0.16 ... 7.00 3.10 AquestiveTherap AQST ... dd 4.03 –1.67 ... 3.42 1.46 BeasleyBroadcast BBGI ... dd 1.94 +0.01 ... 10.20 10.01 CapitalworksEMAcqn CMCAU ... ... 10.11 +0.07 ... 5.00 2.10 Conifer CNFR ... 7 2.22 –0.13 ...
27.44 2.47 Aemetis AMTX ... dd 12.61 –2.29 ... 9.95 2.41 Aravive ARAV ... dd 2.58 –0.20 ... 53.90 13.38 BedBath BBBY ... dd 15.98 ... ... 14.38 10.67 CapitolFedFin CFFN 3.0 20 11.37 +0.24 .22 29.27 4.10 ConnectBiopharma CNTB ... ... 4.60 +0.06 ...
21.30 7.55 AeriePharm AERI ... dd 8.52 +0.52 ... 0.60 0.48 ArborRaphaCapBioI ARCKW ... ... .50 ... ... 426.56 222.21 BeiGene BGNE ... ... 268.63 –5.08 ... 23.00 13.68 CapStarFin CSTR 1.2 10 20.37 +0.56 .06 35.50 19.21 ConnectOneBncp CNOB 1.6 10 32.14 +0.13 .13
29.43 8.83 AerovateTherap AVTE ... ... 10.38 +1.10 ... 10.27 10.00 ArborRaphaI ARCKU ... ... 10.10 +0.02 ... 22.00 12.38 BelFuse A BELFA 1.7 9 14.19 ... .06 29.65 11.22 CaraTherap CARA ... 26 12.66 +0.21 ... 31.48 11.26 Conn's CONN ... 5 20.25 +0.33 ...
143.72 53.50 AeroVironment AVAV ... dd 63.75 –0.38 ... 10.00 9.84 ArborRaphaCapBioI ARCK ... ... 9.93 ... ... 23.00 10.58 BelFuse B BELFB 2.2 7 12.64 +0.25 .07 48.28 18.28 CardiovascularSys CSII ... dd 19.86 +0.97 ... 69.31 34.81 ConsensusCloud CCSI ... ... 58.53 +1.91 ...
10.07 9.95 AestherHlthcrA AEHA ... ... 9.96 –0.02 ... 6.50 2.43 ArbutusBiopharma ABUS ... dd 4.16 –0.12 ... 17.58 9.87 Benefitfocus BNFT ... dd 10.73 +0.23 ... 161.47 60.66 Cardlytics CDLX ... dd 66.25 –0.33 ... 9.89 4.72 ConsldComm CNSL ... dd 7.86 –0.09 ...
0.54 0.40 AestherHlthcrWt AEHAW ... ... .49 +0.04 ... 116.79 42.41 ArcBest ARCB .3 17 111.64 +5.77 .08 71.92 37.12 BentleySystems BSY .2 cc 49.81 +0.49 .03 12.84 5.23 Carecloud MTBC ... dd 5.53 –0.09 ... 15.37 10.36 ConsldWater CWCO 3.1 cc 11.02 +0.05 .085
11.24 1.95 AestheticMed AIH ... dd 3.53 +0.52 ... 44.53 31.23 ArchCapital ACGL ... 9 43.48 +0.26 ... 108.02 16.89 BerkeleyLights BLI ... dd 19.09 +0.11 ... 99.83 39.16 CareDx CDNA ... dd 44.93 –0.26 ... 44.99 25.41 ConstructionPtrs ROAD ... 75 29.34 –0.58 ...
10.00 10.00 AetheriumAcqn GMFIU ... ... 10.00 ... ... 36.80 7.32 Arcimoto FUV ... dd 8.69 –0.05 ... 13.45 4.12 BerkshireGrey BGRY ... dd 4.90 +0.19 ... 18.42 5.92 CareMax CMAX ... dd 7.82 +1.02 ... 10.00 3.80 ConsumerPtfo CPSS ... 7 8.94 +0.71 ...
11.74 4.78 Affimed AFMD ... dd 5.91 +0.26 ... 41.59 15.90 ArcoPlatform ARCE ... dd 21.32 –0.91 ... 3.25 0.72 BerkshireGreyWt BGRYW ... ... .88 +0.07 ... 7.15 0.96 CareMaxWt CMAXW ... ... 1.45 +0.34 ... 32.85 2.94 ContextLogic WISH ... dd 3.58 +0.35 ...
176.65 46.50 AffirmHldgs AFRM ... dd 101.16 +2.39 ... 103.55 24.87 ArcturusTherap ARCT ... dd 39.94 –7.10 ... 10.65 3.62 Berry(bry) BRY 2.9 dd 8.21 +0.12 .06 24.89 19.45 CareTrustREIT CTRE 4.7 29 22.43 +0.24 .265 161.12 101.92 Copart CPRT ... 35 146.18 +3.06 ...
28.23 12.62 Afya AFYA ... 32 14.62 –0.01 ... 38.49 14.16 ArcutisBiotherap ARQT ... dd 20.10 +3.03 ... 221.00 62.06 BeyondMeat BYND ... dd 67.99 –1.25 ... 39.77 22.63 CarGurus CARG ... 38 33.55 +1.10 ... 18.80 4.36 CorMedix CRMD ... dd 4.98 +0.24 ...
64.09 35.80 Agilysys AGYS ... dd 44.44 +2.76 ... 9.23 0.82 Ardelyx ARDX ... dd 1.18 –0.07 ... 62.08 17.95 BicycleTherap BCYC ... dd 60.27 +3.77 ... 32.65 14.55 CaribouBio CRBU ... dd 16.17 +0.37 ... 49.60 20.05 CorsairGaming CRSR ... 18 22.38 +0.46 ...
62.16 29.21 AgiosPharm AGIO ... dd 35.83 +1.86 ... 10.20 10.00 ArenaFortify AFACU ... ... 10.07 –0.07 ... 47.65 9.93 Big5SportingGds BGFV 5.4 4 18.66 +0.51 .25 12.90 2.35 CarLotz LOTZ ... dd 2.60 +0.04 ... 121.98 10.71 Cortexyme CRTX ... dd 13.28 +1.11 ...
114.97 15.53 Agora API ... dd 16.72 –0.45 ... 94.08 45.50 ArenaPharm ARNA ... dd 91.23 –0.57 ... 96.66 34.50 BigCommerce BIGC ... dd 38.51 +1.92 ... 3.11 0.36 CarLotzWt LOTZW ... ... .41 –0.04 ... 206.64 97.39 Corvel CRVL ... 61 198.29 +0.10 ...
2.89 1.64 AgroFresh AGFS ... dd 2.00 +0.05 ... 21.74 16.29 AresCapital ARCC 7.9 6 20.67 +1.01 .41 157.66 43.21 Bilibili BILI ... dd 45.91 –4.04 ... 60.62 30.41 Carlyle CG 1.8 7 55.49 +3.49 .25 9.54 1.86 CorvusPharm CRVS ... 40 2.73 ... ...
10.02 9.95 AhrenAcqn AHRNU ... ... 10.02 +0.02 ... 382.15 248.21 arGEN-X ARGX ... dd 349.99 +39.73 ... 543.85 310.62 Bio-Techne TECH .3 cc 494.65 +24.09 .32 23.26 11.27 CarParts.com PRTS ... dd 11.96 –0.56 ... 101.05 74.31 CoStar CSGP ... cc 79.94 +1.24 ...
43.05 11.55 AirT AIRT ... 16 24.14 +0.71 ... 21.00 11.34 ArgoBlockchain ARBK ... cc 13.94 +0.97 ... 76.63 18.72 BioAtla BCAB ... dd 20.06 +0.14 ... 8.09 2.58 CarrolsRestr TAST .0 dd 2.97 +0.07 .41 566.55 307.00 Costco COST .6 47 550.37 +2.76 .79
32.43 21.42 AirTransport ATSG ... 14 29.10 +1.05 ... 9.96 9.86 ArgusCapitalA ARGU ... ... 9.91 +0.02 ... 17.94 5.45 BioceresCrop BIOX ... cc 14.48 +0.98 ... 16.40 9.75 CarterBkshrs CARE ... 14 14.92 +0.02 ... 52.26 21.01 Couchbase BASE ... dd 23.14 +0.60 ...
219.94 129.71 Airbnb ABNB ... dd 171.31 +13.40 ... 11.64 10.09 ArgusCapitalUn ARGUU ... ... 10.11 –0.03 ... 18.48 6.88 BioCryst BCRX ... dd 13.92 +0.89 ... 13.15 4.59 CasaSystems CASA ... 19 5.47 +0.22 ... 377.04 146.43 CoupaSoftware COUP ... dd 159.44 +1.37 ...
18.04 9.83 AirSculptTech AIRS ... ... 14.51 +2.51 ... 0.75 0.50 ArgusCapitalWt ARGUW ... ... .57 +0.05 ... 4.99 2.50 BioDeliverySci BDSI ... 11 3.22 +0.62 ... 11.61 9.80 CascadiaAcqn CCAIU ... ... 10.43 –0.07 ... 34.75 14.09 CovenantLogist CVLG ... 23 24.08 +0.82 ...
124.91 92.64 AkamaiTech AKAM ... 32 116.20 +0.85 ... 14.00 7.62 Arhaus ARHS ... 43 10.43 –1.10 ... 31.99 4.11 Biodesix BDSX ... dd 4.60 –0.24 ... 9.95 9.67 CascadiaAcqnA CCAI ... ... 9.74 +0.04 ... 40.78 16.62 Covetrus CVET ... dd 19.80 +1.74 ...
5.14 2.22 AkebiaTherap AKBA ... dd 2.53 +0.08 ... 9.82 9.70 AriszAcqnA ARIZ ... ... 9.75 +0.05 ... 468.55 221.72 Biogen BIIB ... 23 235.41 –2.02 ... 0.70 0.46 CascadiaAcqnWt CCAIW ... ... .49 +0.01 ... 44.07 23.40 Cowen COWN 1.1 4 36.41 +1.70 .10
34.87 17.66 AkeroTherap AKRO ... dd 21.95 +0.83 ... 0.20 0.13 AriszAcqnRt ARIZR ... ... .15 ... ... 92.20 71.59 BioMarinPharm BMRN ... cc 91.16 +4.68 ... 89.84 53.43 CasellaWaste CWST ... 45 83.49 +0.60 ... 178.82 117.10 CrackerBarrel CBRL 3.7 26 128.09 +7.09 1.30
22.88 7.46 Akouos AKUS ... dd 8.95 +0.55 ... 10.19 10.05 AriszAcqnUn ARIZU ... ... 10.08 –0.02 ... 22.22 7.00 BiomeaFusion BMEA ... dd 7.81 +0.59 ... 229.18 174.72 CaseysGenStores CASY .7 25 194.58 +1.68 .35 703.27 320.19 CreditAcceptance CACC ... 13 680.00 +21.75 ...
28.96 11.12 Akoya AKYA ... dd 13.84 +1.46 ... 0.30 0.25 AriszAcqnWt ARIZW ... ... .27 –0.02 ... 22.00 12.25 Bionomics BNOX ... dd 12.35 –0.65 ... 48.55 37.66 CassInfoSys CASS 2.8 21 40.25 –0.52 .28 21.48 14.11 CrescentCapBDC CCAP 9.1 5 17.98 –0.30 .05
22.39 1.23 AksoHealth AHG ... dd 2.21 +0.12 ... 10.53 9.76 ArmadaAcqnIUn AACIU ... ... 10.05 +0.04 ... 464.00 80.55 BioNTech BNTX ... 7 255.29 –31.99 ... 107.69 37.99 CastleBiosci CSTL ... dd 42.58 +0.30 ... 10.08 9.91 CresceraCapAcqnUn CRECU ... ... 9.97 –0.04 ...
108.67 73.61 Alarm.com ALRM ... 72 82.82 +3.01 ... 0.67 0.45 ArmadaAcqnIWt AACIW ... ... .49 –0.05 ... 10.07 9.99 BioPlusAcqnUn BIOSU ... ... 10.00 –0.01 ... 46.43 30.88 CathayGenBncp CATY 3.2 11 42.32 +0.67 .34 7.55 3.86 Cresud CRESY ... dd 4.75 +0.04 ...
43.32 14.38 Alector ALEC ... dd 23.72 +0.89 ... 9.89 9.34 ArmadaAcqnI AACI ... ... 9.80 +0.02 ... 19.94 10.74 Bioventus BVS ... 29 13.98 +0.74 ... 327.24 170.86 CavcoIndustries CVCO ... 26 302.73 +6.52 ... 47.36 14.88 Cricut CRCT ... 27 23.46 –0.41 ...
13.65 8.73 AlgomaSteel ASTL ... ... 9.86 +0.20 ... 54.78 12.72 ArrayTech ARRY ... dd 16.43 –0.15 ... 10.00 1.45 Bitfarms BITF ... dd 5.80 +1.07 ... 9.47 5.77 CECO Env CECE ... cc 6.29 +0.28 ... 28.78 12.77 CrineticsPharm CRNX ... dd 26.51 +2.01 ...
4.13 0.42 AlgomaSteelWt ASTLW ... ... 2.61 +0.14 ... 33.92 6.87 Arrival ARVL ... ... 7.99 –0.01 ... 37.76 4.89 BlackDiamond BDTX ... dd 5.59 +0.41 ... 13.24 7.73 CellebriteDI CLBT ... dd 8.10 –0.64 ... 46.65 17.64 Criteo CRTO ... 22 37.06 –2.05 ...
38.58 28.54 Alico ALCO 5.5 8 36.19 +0.94 .50 38.24 27.82 ArrowFinancial AROW 3.0 11 35.23 +0.18 .26 86.96 56.00 Blackbaud BLKB ... dd 81.64 +2.88 ... 3.09 0.96 CellebriteDIWt CLBTW ... ... 1.56 –0.29 ... 11.50 9.92 CrixusBH3 BHACU ... ... 9.93 –0.09 ...
737.45 494.45 AlignTech ALGN ... 70 653.98 +44.92 ... 93.66 57.92 ArrowheadPharm ARWR ... dd 70.25 +0.59 ... 154.61 95.16 BlackLine BL ... dd 103.92 +0.03 ... 34.71 7.80 Cellectis CLLS ... dd 8.55 –0.52 ... 9.88 9.71 CrixusBH3 A BHAC ... ... 9.72 –0.02 ...
28.59 11.95 AlignmentHlthcr ALHC ... dd 13.66 +0.70 ... 10.76 9.95 ArtemisStrat ARTEU ... ... 10.40 +0.25 ... 4.47 2.59 BlackRockCapInvt BKCC 9.9 dd 4.03 +0.12 .10 9.26 3.53 CelyadOncology CYAD ... dd 4.00 –0.17 ... 0.64 0.50 CrixusBH3AcqnWt BHACW ... ... .52 –0.02 ...
37.51 11.11 AligosTherap ALGS ... dd 11.86 –0.16 ... 10.03 9.84 ArtemisStratInvt ARTE ... ... 9.89 –0.03 ... 15.07 11.05 BlkRkTCPCap TCPC 8.9 5 13.52 +0.34 .30 26.90 10.31 CentessaPharm CNTA ... ... 12.49 +0.85 ... 183.88 58.97 Crocs CROX ... 11 123.53 –12.59 ...
12.25 3.94 AlimeraSciences ALIM ... dd 5.45 +0.70 ... 0.58 0.45 ArtemisStratInvtWt ARTEW ... ... .49 –0.01 ... 10.11 9.99 bleuacaciaUn BLEUU ... ... 10.02 –0.03 ... 14.00 4.33 Centogene CNTG ... dd 5.24 –0.17 ... 15.83 3.88 Cronos CRON ... dd 4.26 –0.05 ...
49.32 17.32 AlkamiTech ALKT ... dd 19.71 +1.01 ... 27.57 15.10 Arteris AIP ... ... 20.93 +1.73 ... 10.30 10.06 BlockchainCoinI BCSAU ... ... 10.12 +0.02 ... 62.91 36.53 CentralGarden CENT ... 19 51.51 +2.49 ... 29.45 8.60 CrossCtyHlthcr CCRN ... 17 27.29 +1.16 ...
33.00 18.02 Alkermes ALKS ... dd 24.09 +0.73 ... 47.99 35.90 ArtesianRscs A ARTNA 2.3 26 46.81 –0.81 .2675 11.33 10.09 BlockchainMoon BMAQU ... ... 10.53 +0.03 ... 55.82 34.49 CentralGardenA CENTA ... 17 46.83 +1.82 ... 15.67 10.50 CrossFirstBkshs CFB ... 14 15.36 +0.50 ...
157.98 8.44 Allakos ALLK ... dd 10.45 –72.04 ... 108.47 56.59 Arvinas ARVN ... dd 81.25 +7.85 ... 9.90 9.70 BlockchainMoonA BMAQ ... ... 9.79 +0.01 ... 19.60 9.04 CenturyAluminum CENX ... dd 16.77 +2.73 ... 298.48 168.67 CrowdStrike CRWD ... dd 211.52 +6.42 ...
18.20 8.81 AllarityTherap ALLR ... ... 11.97 ... ... 178.71 109.36 AscendisPharma ASND ... dd 139.32 +6.93 ... 0.41 0.27 BlockchainMoonRt BMAQR ... ... .33 –0.01 ... 32.90 13.08 CenturyTherap IPSC ... ... 18.17 +1.54 ... 11.15 10.03 Crypto1Acqn DAOOU ... ... 10.07 ... ...
32.44 12.56 Allbirds BIRD ... dd 17.75 +3.30 ... 6.75 1.13 AslanPharm ASLN ... dd 1.24 +0.01 ... 0.68 0.28 BlockchainMoonWt BMAQW ... ... .38 –0.03 ... 6.90 2.50 Ceragon CRNT ... dd 2.64 –0.10 ... 22.55 8.53 CueHealth HLTH ... cc 12.85 +3.05 ...
45.91 32.45 AllegianceBcshs ABTX 1.1 11 41.92 +1.08 .12 11.37 1.85 AspenGroup ASPU ... dd 2.18 +0.16 ... 32.81 17.29 BloominBrands BLMN ... 17 20.95 +1.35 ... 139.00 63.00 Cerence CRNC ... 70 78.92 +6.42 ... 59.85 14.41 CullinanOncology CGEM ... dd 16.70 +1.04 ...
271.29 163.60 AllegiantTravel ALGT ... 30 190.18 +13.46 ... 169.22 122.29 AspenTech AZPN ... 31 149.87 +1.19 ... 18.83 14.21 Blucora BCOR ... dd 17.47 +0.58 ... 92.37 67.96 Cerner CERN 1.2 54 91.84 +2.07 .27 7.51 2.20 CumberlandPharm CPIX ... dd 5.12 +0.83 ...
36.85 22.05 AllegroMicro ALGM ... cc 34.49 +1.37 ... 7.02 2.03 AssemblyBiosci ASMB ... dd 2.27 +0.02 ... 28.90 14.31 BlueBird BLBD ... dd 14.74 –1.01 ... 45.48 23.75 Certara CERT ... dd 29.37 +1.89 ... 14.84 8.07 CumulusMedia CMLS ... dd 11.00 –0.17 ...
2.78 0.58 AllenaPharm ALNA ... dd .68 –0.05 ... 80.00 50.29 AstecIndustries ASTE .7 37 69.31 +0.24 .12 15.47 12.32 BlueFoundryBncp BLFY ... ... 14.55 –0.79 ... 8.53 4.67 Cerus CERS ... dd 6.95 +0.26 ... 133.00 35.05 CureVac CVAC ... ... 36.80 –4.25 ...
12.90 4.17 AllianceResource ARLP 6.7 10 11.86 +0.36 .20 22.47 7.34 AstraSpace ASTR ... dd 8.27 –0.40 ... 10.05 9.99 BlueOceanAcqn BOCNU ... ... 9.99 –0.03 ... 10.15 10.02 ChainBridgeI CBRGU ... ... 10.03 –0.06 ... 17.40 4.31 Curis CRIS ... dd 5.18 +0.39 ...
62.35 45.99 AlliantEnergy LNT 2.7 24 59.55 –0.22 .4025 6.50 1.26 AstraSpaceWt ASTRW ... ... 2.07 –0.10 ... 34.75 8.12 bluebirdbio BLUE ... dd 11.40 +0.78 ... 30.48 14.40 ChampionX CHX ... 56 20.63 –0.09 ... 60.36 21.40 Cutera CUTR ... cc 39.29 +2.55 ...
44.70 27.47 AlliedMotionTech AMOT .3 20 35.67 –0.15 .025 64.21 46.48 AstraZeneca AZN 2.4 91 57.64 +1.62 .45 20.46 1.34 BlueCity BLCT ... dd 1.39 –0.13 ... 24.21 17.90 ChangeHlthcr CHNG ... dd 21.35 +0.46 ... 14.62 7.35 Cvent CVT ... dd 7.85 –0.34 ...
39.12 12.90 AllogeneTherap ALLO ... dd 15.66 –0.15 ... 47.82 4.81 AstriaTherap ATXS ... dd 5.51 +0.04 ... 4.26 1.95 BlueknightEner BKEP 4.9 2 3.25 +0.01 .04 81.63 63.15 ChangeHlthcrUn CHNGU 4.3 ... 69.38 +0.55 .75 29.00 10.11 CVRx CVRX ... dd 12.18 +1.47 ...
21.04 10.26 Allot ALLT ... dd 12.14 +0.56 ... 20.93 9.94 Astronics ATRO ... dd 11.70 +0.48 ... 125.61 79.08 BlueprintMed BPMC ... dd 110.97 +8.22 ... 825.62 585.45 CharterComms CHTR ... 30 648.30 –1.70 ... 201.68 113.34 CyberArkSoftware CYBR ... dd 171.35 +7.03 ...
48.31 13.25 AlloVir ALVR ... dd 13.70 –0.52 ... 18.52 10.14 AstroNova ALOT ... 12 13.58 +0.44 ... 43.07 3.96 BoltBiotherap BOLT ... dd 4.73 +0.18 ... 139.26 107.85 CheckPoint CHKP ... 19 114.86 +0.62 ... 49.10 20.81 CyberOptics CYBE ... 31 44.86 +4.29 ...
19.01 13.05 AllscriptsHlthcr MDRX ... dd 18.20 –0.34 ... 23.09 11.81 AtaraBiotherap ATRA ... dd 17.31 +2.16 ... 2687.29 1860.73 BookingHldgs BKNG ... cc 2402.25 +191.79 ... 17.85 2.62 CheckmatePharm CMPI ... dd 3.10 +0.25 ... 6.90 1.54 CyclerionTherap CYCN ... dd 1.75 –0.11 ...
212.00 124.00 AlnylamPharm ALNY ... dd 194.35 –0.22 ... 94.17 7.37 AteaPharm AVIR ... 33 9.11 +0.56 ... 56.69 36.05 Bottomline EPAY ... dd 56.52 +0.39 ... 65.81 34.64 Cheesecake CAKE ... cc 40.26 +1.94 ... 6.73 3.14 CymaBayTherap CBAY ... dd 3.51 –0.12 ...
56.50 22.65 Alpha&Omega AOSL ... 21 55.25 +4.69 ... 15.00 1.34 Athenex ATNX ... dd 1.53 –0.04 ... 22.82 12.60 BowmanConsult BWMN ... dd 21.90 –0.11 ... 37.85 23.68 ChefsWarehouse CHEF ... dd 32.57 +1.90 ... 89.92 61.64 CyrusOne CONE 2.3 cc 89.73 +0.11 .52
10.35 10.06 AlphaStarAcqn ALSAU ... ... 10.21 +0.04 ... 34.79 8.88 AthiraPharma ATHA ... dd 13.01 +0.72 ... 25.01 4.88 BraggGaming BRAG ... dd 5.69 +0.35 ... 70.29 9.53 ChemoCentryx CCXI ... dd 37.72 +3.34 ... 23.10 9.83 CyteirTherap CYT ... dd 10.68 +0.78 ...
30.89 16.28 AlphaTeknova TKNO ... dd 20.36 +1.16 ... 15.97 2.05 AtlanticAmerican AAME .6 5 3.21 –0.35 .02 11.77 6.16 Brainsway BWAY ... dd 7.51 –0.18 ... 49.50 33.33 ChemungFinl CHMG 2.7 9 46.50 +2.21 .31 28.70 16.22 CytekBiosci CTKB ... cc 17.26 –0.39 ...
3019.33 1696.10 Alphabet A GOOGL ... 28 2938.33 +103.83 ... 30.22 15.41 AtlCapitalBcshs ACBI ... 12 28.33 +0.43 ... 98.78 55.73 Braze BRZE ... ... 77.21 +14.99 ... 69.40 40.00 ChesapeakeEner CHK 2.8 8 63.18 +2.42 .4375 45.42 17.72 Cytokinetics CYTK ... dd 44.66 +6.38 ...
3037.00 1699.00 Alphabet C GOOG ... 28 2942.85 +86.79 ... 42.45 31.75 AtlUnionBkshs AUB 3.0 11 37.44 +1.17 .28 73.50 35.57 BridgeBioPharma BBIO ... dd 40.62 –2.03 ... 36.27 15.00 ChesapeakeWtC CHKEL ... ... 31.11 +2.56 ... 10.05 3.68 CytomXTherap CTMX ... dd 4.22 –2.17 ...
19.36 10.31 Alphatec ATEC ... dd 12.38 +0.89 ... 48.49 31.61 AtlanticaSust AY 4.8 dd 35.95 –0.58 .435 21.80 11.35 BridgfordFoods BRID ... cc 11.95 +0.52 ... 17.00 15.50 ChicagoAtlRealEst REFI ... ... 16.02 –0.13 ... 12.22 7.51 CyxteraTech CYXT ... dd 12.08 +0.31 ...
16.19 7.87 AlpineImmune ALPN ... dd 13.75 +0.13 ... 91.98 21.12 Atlanticus ATLC ... 10 67.76 +6.30 ... 25.26 9.20 Brightcove BCOV ... 61 10.01 +0.17 ... 47.72 12.01 ChickenSoupA CSSE ... dd 14.46 +0.98 ... 3.50 1.25 CyxteraTechWt CYXTW ... ... 3.17 +0.13 ...
82.96 54.64 AltairEngg ALTR ... dd 73.74 +1.58 ... 95.00 50.22 AtlasAir AAWW ... 6 91.95 +4.65 ... 56.90 34.86 BrighthouseFin BHF ... dd 52.23 +1.69 ... 113.50 47.88 Children'sPlace PLCE ... 7 76.72 +0.40 ... 7.38 1.35 DBV Tech DBVT ... ... 1.69 –1.08 ...
December 27, 2021 BARRON’S 51

Nasdaq Issues
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. FIVE-DAY NASDAQ COMPOSITE
40.50 20.94 DiceTherap DICE ... ... 23.42 –0.33 ... 24.47 11.87 Erasca ERAS ... dd 14.52 –0.34 ... 42.14 27.75 FoxB FOX 1.4 12 34.51 +0.29 .24
4.95
47.05
1.75
28.53
DIRTT Envl
DISH Network
DRTT
DISH
...
...
dd
8
1.86
32.87
–0.10
–0.38
...
...
266.77
13.00
168.87
2.09
ErieIndemnity A
ErytechPharma
ERIE
ERYP
2.3
...
33
dd
190.16
2.23
+2.64
+0.03
1.11
...
190.29
55.10
101.82
26.04
FoxFactory
Franchise
FOXF
FRG
...
4.7
44
11
163.69
53.01
+4.79
+0.49
...
.625 Happy Memories: Micron sees strong demand for its memory chips.
70.00 34.46 DMC Global BOOM ... cc 40.82 +2.23 ... 25.72 14.80 Escalade ESCA 3.6 9 15.69 +0.48 .14 96.95 67.68 FranklinElec FELE .8 31 91.42 +1.94 .175
15.23 1.87 D-MarketElec HEPS ... dd 2.05 +0.02 ... 39.49 4.85 EsperionTherap ESPR ... dd 5.38 +0.19 ... 18.78 1.91 FreelineTherap FRLN ... ... 2.12 –0.01 ... Novavax and Moderna shots work versus Omicron. The Nasdaq Compos-
10.28 10.01 DPCapAcqnI DPCSU ... ... 10.01 –0.02 ... 10.30 3.54 EtonPharm ETON ... dd 4.26 +0.13 ... 8.63 2.18 FreightCarAmer RAIL ... dd 3.93 –0.16 ...
36.26 21.49 DXP Ents DXPE ... 38 24.97 –0.33 ... 307.75 153.80 Etsy ETSY ... 67 228.09 +6.49 ... 13.06 8.82 FrequencyElec FEIM ... dd 9.33 +0.03 ... ite Index ended Thursday at 15,653—adding 3.2% in the four-day week.
50.50 12.73 DadaNexus DADA ... dd 14.01 –0.30 ... 167.71 101.18 EuronetWorldwide EEFT ... 44 118.64 +3.91 ... 58.37 4.68 FrequencyTherap FREQ ... dd 5.44 –0.06 ...
7.23 4.55 Daktronics DAKT ... 38 5.08 +0.11 ... 34.67 18.55 EuropeanWax EWCZ ... cc 29.25 +1.88 ... 186.98 83.15 Freshpet FRPT ... dd 93.13 +0.83 ... Monday Tuesday Wednesday Thursday Friday
12.64 5.64 DallasNews DALN 9.0 dd 7.15 +0.33 .16 19.93 5.74 EveloBiosci EVLO ... dd 6.79 –0.82 ... 53.36 23.19 FreshworksA FRSH ... dd 27.94 +0.92 ...
199.68 69.73 Datadog DDOG ... dd 180.36 +10.20 ... 6.22 1.90 Ever-Glory EVK ... 26 2.45 –0.03 ... 58.94 32.06 Frontdoor FTDR ... 25 35.58 +0.63 ... 15720
51.73
7.45
4.47
26.80
2.14
1.83
Dave&Buster's
DAVIDsTEA
DawsonGeophys
PLAY
DTEA
DWSN
...
...
...
80
dd
2
39.47
3.35
2.29
+5.71
–0.04
...
...
...
...
178.98
23.41
54.96
57.58
14.87
11.73
Everbridge
EverCommerce
EverQuote
EVBG
EVCM
EVER
...
...
...
dd
dd
dd
69.13
16.78
15.80
+0.19
+0.58
+0.20
...
...
...
35.15
22.70
29.44
23.24
12.62
5.34
FrontierComms
Frontier
FuelCell
FYBR
ULCC
FCEL
...
...
...
dd
dd
2 29.36
14.29
6.46
–0.08
+0.54
+0.15
...
...
... 15600
(Prev Fri's H
Close)
28.70
24.39
60.21
15.16
4.50
7.63
DayOneBiopharm
DecibelTherap
DecipheraPharm
DAWN
DBTX
DCPH
...
...
...
dd
cc
dd
15.83
4.58
10.46
–2.02
+0.01
+0.55
...
...
...
14.36
24.34
8.33
4.45
7.17
1.46
EverspinTech
EVgo
EVgoWt
MRAM
EVGO
EVGOW
...
...
...
dd
dd
...
11.10
10.47
2.97
+0.79
–0.06
+0.23
...
...
...
33.10
189.89
18.41
6.85
42.52
12.41
FulcrumTherap
FulgentGenetics
FultonFin
FULC
FLGT
FULT
...
...
3.3
dd
11
5
18.10
100.21
16.94
+0.18
–0.56
+0.88
...
...
.14 15480
O
10.05
0.37
9.70
0.25
DeepMedicineAcqn
DeepMedicineAcqnRt
DMAQ
DMAQR
...
...
...
...
9.85
.30
+0.01
–0.01
...
...
10.24
17.38
1.66
3.06
Evogene
Evolus
EVGN
EOLS
...
...
dd
dd
1.71
6.96
–0.22
+0.74
...
...
27.20
25.87
9.89
7.75
Funko
FusionFuelGreen
FNKO
HTOO
...
...
18
...
18.67
8.56
+1.40
+0.16
...
...
15360
L
50.30 24.66 DefinitiveHlthcr DH ... dd 28.35 +0.93 ... 26.57 17.07 Evotec EVO ... 6 22.62 –0.22 ... 13.30 4.50 FusionPharm FUSN ... dd 4.98 –0.12 ...
89.34
69.54
41.10
48.13
DenaliTherap
DentsplySirona
DNLI
XRAY
...
.8
cc
29
47.45
55.43
+0.18
+2.02
...
.11
24.67
11.03
8.60
10.00
Exagen
ExcelFinAcqn
XGN
XFINU
...
...
dd
...
11.02
10.20
–0.10
+0.14
...
...
204.25 34.11 Futu FUTU ... 16 40.90 +1.82 ...
15240
I
9.86
91.39
50.50
56.55
12.52
Descartes
DesignTherap
DSGX
DSGN
...
...
82
dd
80.90
18.37
+4.42
+2.01
...
... 0.65
9.67
0.50
ExcelFinAcqnA
ExcelFinAcqnWt
XFIN
XFINW
...
...
...
...
9.86
.58
+0.11
–0.02
...
... G D
8.99 0.19 DestinationXL DXLG ... 9 5.61 +0.06 ... 25.77 15.50 Exelixis EXEL ... 38 19.28 +1.08 ... 15120
5.60 2.77 Deswell DSWL 5.0 6 4.00 +0.04 .10 54.98 38.35 Exelon EXC 2.8 32 54.49 +0.97 .3825 12.65 1.26 GBS GBS ... dd 1.61 +0.35 ...
659.45
234.84
318.45
138.69
DexCom
DiamondHillInvt
DXCM
DHIL
...
2.1
cc
9
572.01
193.83
+16.67
+4.84
...
19.00
140.10
90.00
76.39
22.52
ExlService
eXpWorld
EXLS
EXPI
...
.4
40
77
139.82
35.99
+7.79
+0.74
...
.04
13.99
2.39
9.72
1.01
GCM Grosvenor
GCMGrosvenorWt
GCMG
GCMGW
3.3
...
dd
...
10.09
1.45
+0.02
+0.02
.10
... 15000
-672.43 A
117.71 46.19 DiamondbkEner FANG 1.9 55 105.94 +3.51 .50 191.85 118.30 Expedia EXPE ... dd 183.78 +24.47 ... 116.76 41.44 GDS Holdings GDS ... dd 47.09 –0.08 ...
40.14
25.63
19.06
16.33
DicernaPharma
DigiIntl
DRNA
DGII
...
...
dd
83
38.00
24.83
+0.19
+0.86
...
...
137.80
51.06
88.82
32.85
ExpeditorsIntl
Expensify
EXPD
EXFY
.9
...
19
cc
130.76
36.93
+0.83
+1.92
.58
...
30.43
37.07
12.38
9.75
GH Research
G1Therapeutics
GHRS
GTHX
...
...
...
dd
23.71
11.30
–1.14
+0.73
...
... 14880
+360.14 +180.81 +131.48 Y
55.58 22.11 Digimarc DMRC ... dd 42.90 +2.10 ... 127.61 82.13 Exponent EXPO .7 59 113.95 –2.97 .20 223.00 64.14 GRAVITY GRVY ... 7 69.71 +3.17 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
10.29 10.09 DigitalHealth DHACU ... ... 10.18 +0.03 ... 30.38 17.75 Exscientia EXAI ... dd 19.54 –0.12 ... 8.30 4.45 GSI Tech GSIT ... dd 4.69 +0.02 ...
143.53 9.98 DigitalWorldAcqn DWACU ... ... 62.19 +2.25 ... 15.01 6.69 ExtremeNetworks EXTR ... 85 15.00 +1.18 ... 15.06 7.73 Gaia GAIA ... 91 9.03 +0.31 ...
175.00 9.84 DigitalWorldA DWAC ... ... 53.10 +3.04 ... 21.50 4.69 EyePointPharm EYPT ... dd 13.55 –0.11 ... 17.93 5.42 GainTherap GANX ... dd 5.70 –0.21 ...
79.22 0.40 DigitalWorldWt DWACW ... ... 15.50 +0.18 ... 8.80 4.47 Ezcorp EZPW ... 46 7.10 –0.13 ... 113.71 46.41 Galapagos GLPG ... dd 55.94 +1.37 ... 52-Week Tick Div 52-Week Tick Div
38.35 23.45 DimeCommBcshs DCOM 2.8 18 34.43 +1.35 .24 16.41 2.22 Galecto GLTO ... dd 3.29 +0.47 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
113.98
150.72
66.61
27.19
Diodes
DiscoveryB
DIOD
DISCB
...
...
26
16
107.54
30.50
+6.45
–0.89
...
... F 12.99
16.97
1.19
6.56
GaleraTherap
Gambling.com
GRTX
GAMB
...
...
dd
...
4.72
10.71
+1.76
+0.47
...
... 56.40 31.79 HalozymeTherap HALO ... 14 40.24 +1.71 ... 19.32 4.96 IVERICbio ISEE ... dd 17.00 +1.73 ...
78.14 21.66 DiscoveryA DISCA ... 13 24.42 +1.14 ... 10.20 10.06 Games&EsportsExper GEEXU ... ... 10.15 –0.04 ... 116.00 74.11 HamiltonLane HLNE 1.3 25 103.73 +4.35 .35 10.42 9.86 IX Acqn IXAQU ... ... 10.00 –0.02 ...
66.70 20.86 DiscoveryC DISCK ... 13 23.57 +1.15 ... 97.88 63.29 FARO Tech FARO ... 66 70.31 +2.66 ... 15.00 2.10 GamidaCell GMDA ... dd 2.40 –0.15 ... 53.61 32.52 HancockWhitney HWC 2.2 10 48.60 +1.36 .27 9.90 9.68 IXAcqnA IXAQ ... ... 9.71 +0.01 ...
18.61 12.05 Diversey DSEY ... ... 13.16 +0.66 ... 239.12 173.41 F5 FFIV ... 44 234.84 +1.84 ... 51.46 39.08 Gaming&Leisure GLPI 5.8 19 46.50 +0.37 .24 24.89 11.11 HanmiFinancial HAFC 3.5 9 22.80 +0.02 .20 0.54 0.38 IXAcqnWt IXAQW ... ... .39 ... ...
5.58 2.35 DiversifiedHlthcr DHC 1.5 dd 2.67 +0.11 .01 9.99 3.15 FGFinancial FGF ... dd 4.21 +0.76 ... 10.06 10.02 GardinerHlthcr GDNRU ... ... 10.03 +0.03 ... 15.49 10.43 HarborOneBncp HONE 1.3 12 14.84 +0.28 .05 69.10 48.93 IcahnEnterprises IEP 16.1 cc 49.75 –0.25 2.00
6.98 2.26 DixieGroup DXYN ... 9 5.63 +0.11 ... 65.00 43.00 FRP Holdings FRPH ... 18 57.47 +0.66 ... 8.90 4.20 GarrettMotion GTX ... 11 7.50 +0.18 ... 11.80 6.69 Harmonic HLIT ... cc 11.69 +0.82 ... 63.42 29.55 Ichor ICHR ... 19 45.45 +2.54 ...
73.43 29.57 dLocal DLO ... ... 35.60 +2.03 ... 10.00 9.95 FTACEmeraldAcqn EMLDU ... ... 9.96 ... ... 19.09 2.28 GeminiTherap GMTX ... dd 2.91 +0.15 ... 44.39 25.09 HarmonyBio HRMY ... cc 43.90 +3.04 ... 19.10 4.13 iClickInteract ICLK ... dd 4.95 +0.01 ...
92.75 37.21 Docebo DCBO ... dd 68.09 +3.09 ... 10.16 10.03 FTACZeusAcqnUn ZINGU ... ... 10.04 ... ... 15.75 10.84 GencorIndustries GENC ... 29 11.60 +0.21 ... 25.24 5.53 HarpoonTherap HARP ... dd 7.83 +0.93 ... 313.00 168.76 Icon ICLR ... 78 307.93 +20.26 ...
314.76 131.51 DocuSign DOCU ... dd 157.01 +1.64 ... 15.46 6.22 FTC Solar FTCI ... dd 7.52 –0.19 ... 41.86 5.50 GenerationBio GBIO ... dd 8.20 +1.17 ... 12.99 5.59 HarrowHealth HROW ... dd 9.20 +0.62 ... 49.99 19.14 Icosavax ICVX ... dd 23.14 –1.48 ...
7.70 1.30 Dogness DOGZ ... cc 7.65 +2.11 ... 9.80 0.45 FangddNetwork DUO ... dd .52 +0.02 ... 10.10 9.97 GenesisGrowth GGAAU ... ... 10.05 +0.02 ... 8.90 2.38 Harte-Hanks HHS ... 5 8.17 +0.12 ... 28.24 11.79 iHeartMedia IHRT ... dd 20.98 +1.20 ...
149.37 84.26 DollarTree DLTR ... 23 137.00 +0.68 ... 18.80 7.05 Fanhua FANH 9.4 9 7.25 –1.25 .15 31.54 6.31 Genetron GTH ... dd 6.75 –0.37 ... 8.75 3.87 HarvardBioSci HBIO ... dd 7.10 +0.26 ... 37.61 9.63 IkenaOncology IKNA ... dd 14.84 +1.54 ...
98.35 44.54 Domo DOMO ... dd 50.64 +1.68 ... 20.75 4.51 FaradayFuture FFIE ... dd 5.12 –0.17 ... 7.19 3.01 Genfit GNFT ... dd 5.40 +0.31 ... 104.89 86.05 Hasbro HAS 2.8 30 97.92 –0.93 .68 555.77 341.03 Illumina ILMN ... 63 382.29 –2.63 ...
16.48 13.35 DonegalGroup A DGICA 4.5 12 14.24 +0.25 .16 13.08 4.10 FarmerBros FARM ... dd 6.71 +0.11 ... 49.07 30.10 Genmab GMAB ... 57 39.69 +1.75 ... 90.79 79.27 HashiCorp HCP ... dd 89.82 +8.93 ... 35.68 14.61 ImagoBioSci IMGO ... dd 22.89 –0.13 ...
16.36 11.81 DonegalGroup B DGICB 4.3 13 13.20 –0.75 .1425 64.46 43.37 Fastenal FAST 1.8 41 62.59 +0.54 .28 37.90 30.40 Gentex GNTX 1.4 20 34.13 +0.39 .12 31.38 16.84 HawaiianHoldings HA ... dd 19.24 +1.24 ... 24.10 2.14 Imara IMRA ... dd 2.49 +0.20 ...
20.89 10.77 DorchesterMnls DMLP 8.2 13 18.73 –0.66 .5076 10.20 9.95 FatProjectsAcqn FATPU ... ... 10.08 ... ... 89.59 60.89 Gentherm THRM ... 26 82.43 +4.90 ... 39.73 24.55 Hawkins HWKN 1.3 17 39.13 +1.82 .13 10.48 4.01 iMediaBrands IMBI ... dd 5.30 –0.45 ...
122.96 86.22 DormanProducts DORM ... 26 106.42 –1.58 ... 9.76 9.70 FatProjectsAcqn FATP ... ... 9.75 +0.03 ... 12.40 6.97 GeospaceTech GEOS ... dd 7.20 –0.19 ... 26.06 17.37 HawthornBcsh HWBK 2.4 8 25.00 +0.15 .15 16.64 5.11 Immersion IMMR ... 9 6.10 +0.20 ...
18.50 14.35 DoubleDown DDI ... 9 14.44 –0.31 ... 0.47 0.35 FatProjectsAcqnWt FATPW ... ... .38 +0.02 ... 51.11 32.00 GermanAmerBncp GABC 2.1 12 39.15 +0.71 .21 47.08 21.98 HaynesIntl HAYN 2.2 dd 40.25 +2.37 .22 33.99 16.06 Immuneering IMRX ... dd 20.50 –0.78 ...
20.54 1.98 DouYuIntl DOYU ... dd 2.55 –0.15 ... 121.16 43.60 FateTherap FATE ... dd 64.34 +5.58 ... 2.36 1.20 Geron GERN ... dd 1.37 +0.03 ... 68.18 27.13 Headhunter HHR .9 44 51.54 +0.49 .55 28.21 6.96 Immunic IMUX ... dd 9.90 +0.34 ...
74.38 25.80 DraftKings DKNG ... dd 29.44 +0.77 ... 8.80 1.36 FedNat FNHC ... dd 1.53 +0.08 ... 10.20 9.86 GesherIAcqn GIACU ... ... 10.01 –0.02 ... 59.50 35.96 HealthCatalyst HCAT ... dd 39.48 +1.74 ... 45.42 5.11 ImmunityBio IBRX ... dd 7.15 +0.61 ...
36.60 15.25 DreamFinders DFH ... 18 19.08 +0.43 ... 57.21 9.88 FibroGen FGEN ... dd 15.39 +0.62 ... 10.50 9.71 GesherIAcqnA GIAC ... ... 9.78 +0.01 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

10.03 9.96 HealthcareAIAcqn HAIAU ... ... 10.01 +0.01 ... 61.99 26.03 Immunocore IMCR ... dd 35.44 +3.39 ...
35.56 22.26 DrivenBrands DRVN ... cc 33.30 +0.39 ... 69.45 43.69 FidelityD&D FDBC 2.3 14 58.60 +2.60 .33 0.94 0.50 GesherIAcqnWt GIACW ... ... .58 +0.01 ... 35.80 16.25 HealthcareSvcs HCSG 4.8 18 17.16 –0.01 .21 10.88 4.72 Immunogen IMGN ... dd 7.50 +0.65 ...
33.00 21.57 Dropbox DBX ... dd 24.98 +0.64 ... 7.71 2.50 FieldTripHealth FTRP ... dd 2.62 –0.25 ... 4.32 1.14 GetnetAdquirencia GET ... ... 1.40 +0.18 ... 93.32 36.81 HealthEquity HQY ... dd 44.90 +4.47 ... 33.34 5.03 ImmunoPrecise IPA ... dd 5.36 –0.41 ...
59.40 26.86 DuckCreekTech DCT ... dd 29.90 +0.42 ... 18.52 8.95 FiestaRestaurant FRGI ... dd 11.24 +0.56 ... 103.02 60.28 GibraltarInds ROCK ... 38 66.78 +0.11 ... 31.11 21.49 HealthStream HSTM ... cc 26.14 +0.64 ... 50.90 6.68 Immunovant IMVT ... dd 7.96 +0.10 ...
20.78 10.31 DuluthHoldings DLTH ... 14 15.14 +0.38 ... 45.92 26.83 FifthThirdBncp FITB 2.8 12 43.07 +0.81 .30 35.80 22.29 GIIIApparel GIII ... 8 27.17 +0.88 ... 20.24 15.71 HeartlandExp HTLD .5 17 16.58 +0.20 .02 5.44 2.20 Immutep IMMP ... dd 3.46 +0.05 ...
205.00 94.51 Duolingo DUOL ... dd 108.96 +4.42 ... 79.00 43.79 51job JOBS ... 34 47.60 –0.18 ... 22.69 6.00 GilatSatellite GILT 13.3 7 7.43 –0.04 .63 54.04 36.71 HeartlandFinUSA HTLF 2.1 10 50.42 +0.91 .27 34.75 6.90 ImpelNeuro IMPL ... dd 9.93 +0.86 ...
32.32 11.57 DyneTherap DYN ... dd 12.90 +0.35 ... 33.65 21.76 FinInstitutions FISI 3.4 7 31.80 +0.27 .27 73.34 56.56 GileadSciences GILD 3.9 12 72.48 +0.27 .71 50.03 28.44 Heidrick&Strug HSII 1.4 14 44.29 +0.49 .15 92.23 38.52 Impinj PI ... dd 90.23 +6.04 ...
10.30 10.14 FinStrategies FXCOU ... ... 10.25 –0.02 ... 137.00 70.00 GitLab GTLB ... dd 94.27 +8.58 ... 265.97 201.02 HelenofTroy HELE ... 28 245.35 +2.50 ... 127.42 68.44 InariMedical NARI ... cc 89.49 +9.73 ...
8.77
E 22.50
10.27 10.00
FinchTherap
FinnovateAcqn
FNCH
FNVTU
...
...
...
...
10.79
10.00
+1.84
–0.05
...
...
12.58
24.79
8.60
17.46
GladstoneCap
GladstoneComm
GLAD
GOOD
7.0
6.1 cc
4 11.15
24.48
–0.08
+0.19
.065
.1253
20.99
14.44
8.38
6.71
HelloGroup
HemisphereMedia
MOMO
HMTV
.0
... 14
7 9.05
7.90
...
+0.61
.62
...
10.08
101.47
10.00
61.91
InceptionGrowth
Incyte
IGTAU
INCY
...
...
...
31
10.08
73.47
+0.02
+0.58
...
...
0.51 0.32 FinnovateAcqnWt FNVTW ... ... .36 –0.04 ... 17.10 9.71 GladstoneInvt GAIN 5.4 5 16.57 +0.12 .075 12.50 8.20 HennessyAdvsrs HNNA 4.9 11 11.20 +0.50 .1375 99.85 66.84 IndependentBank INDB 2.4 17 79.83 +1.12 .48
3.29 0.40 ECMOHO MOHO ... dd .42 –0.03 ... 10.26 10.05 FintechEcosys FEXDU ... ... 10.18 +0.05 ... 31.95 14.17 GladstoneLand LAND 1.7 dd 31.65 +0.84 .0452 10.36 9.85 HennessyCapVI HCVIU ... ... 9.99 +0.07 ... 24.73 18.11 IndepBankMI IBCP 3.6 8 23.28 +0.67 .21
10.68 4.78 EDAP TMS EDAP ... cc 5.65 –0.12 ... 14.60 11.90 FinWiseBancorp FINW ... ... 13.42 +0.02 ... 52.49 24.61 GlbBloodTherap GBT ... dd 32.39 +1.84 ... 11.03 9.59 HennessyCapInvVI HCVI ... ... 9.67 +0.02 ...
10.38 10.04 EsgenAcqn ESACU ... ... 10.09 –0.06 ... 24.73 16.39 FirstAdvantage FA ... dd 18.16 +1.17 ... 83.77 24.22 Global-EOnline GLBE ... ... 60.86 +2.85 ... 80.71 60.47 IndependentBank IBTX 2.0 14 71.75 +0.58 .36
0.90 0.75 HennessyCapInvVIWt HCVIW ... ... .80 +0.02 ... 28.66 21.01 IndLogistics ILPT 5.5 16 24.01 +0.64 .33
10.19 9.85 EsgenAcqnA ESAC ... ... 10.19 +0.31 ... 50.92 32.47 FirstBancorpNC FBNC 1.8 12 45.12 +1.35 .20 31.98 23.97 GlobalIndemnity GBLI 4.0 77 25.06 –1.09 .25 83.45 60.70 HenrySchein HSIC ... 17 74.93 +1.18 ...
0.65 0.46 EsgenAcqnWt ESACW ... ... .49 ... ... 32.63 23.40 FirstBancorp FNLC 4.2 10 30.65 +0.62 .32 0.60 0.48 GlblTechAcqnIWt GTACW ... ... .48 –0.07 ... 11.43 7.23 Infinera INFN ... dd 9.55 +0.26 ...
12.65 8.55 HeritageCommerce HTBK 4.4 16 11.71 +0.13 .13 5.98 1.48 InfinityPharm INFI ... dd 2.55 –0.24 ...
18.23 14.01 ESSA Bancorp ESSA 2.8 10 17.12 +0.22 .12 42.89 29.17 FirstBancshares FBMS 1.7 13 38.58 +0.62 .16 10.40 9.98 GlblTechAcqnI GTACU ... ... 9.98 –0.04 ... 36.29 19.85 HeritageCrystal HCCI ... 15 31.29 +0.54 ...
31.99 20.07 EVO Payments EVOP ... dd 24.83 +1.34 ... 15.90 8.78 FirstBank FRBA 1.7 8 14.24 –0.17 .06 21.25 14.38 GlobalWaterRscs GWRS 1.7 cc 17.01 +0.30 .0246 6.88 2.23 InflaRx IFRX ... dd 4.65 +0.39 ...
30.86 20.95 HeritageFin HFWA 3.5 8 24.04 +0.34 .21
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

26.13 20.00 EagleBncpMT EBMT 2.2 9 22.87 +0.33 .125 28.60 20.58 FirstBusey BUSE 3.4 12 26.99 +0.20 .23 28.68 19.52 GlbXBlockchain&Bit BITS ... ... 22.09 +2.10 ... 9.70 2.97 InfoSvcsGrp III 1.6 30 7.68 +0.30 .03
46.00 14.15 HertzGlobal HTZ ... dd 24.00 +3.06 ... 92.76 40.41 InglesMarkets IMKTA .8 7 87.15 –0.35 .165
56.47 17.95 EagleBulkShip EGLE 19.3 6 41.39 +0.86 2.00 31.89 17.56 FirstBusFinSvcs FBIZ 2.5 7 28.80 +0.55 .18 73.25 44.48 GlobalFoundries GFS ... ... 61.71 +1.71 ... 23.50 5.97 HertzGlobalWt HTZWW ... ... 16.40 +2.13 ...
58.25 36.48 EaglePharm EGRX ... cc 54.72 +0.38 ... 915.40 558.44 FirstCitizBcshA FCNCA .2 16 864.35 +98.33 .47 10.25 10.10 GlobalinkInvt GLLIU ... ... 10.22 +0.02 ... 47.90 14.27 Inhibrx INBX ... dd 44.47 +0.34 ...
101.65 45.12 Hibbett HIBB 1.5 6 67.94 –2.24 .25 99.27 22.65 InMode INMD ... 49 72.07 +4.30 ...
76.75 4.49 Eargo EAR ... dd 5.27 +0.28 ... 36.73 21.08 FstCmntyBcsh FCBC 3.2 11 33.48 +0.28 .27 ... ... GlobalinkInvt GLLI ... ... 9.85 ... ... 21.82 6.00 HighPeakEner HPK .7 cc 15.04 +0.44 .025
87.77 49.74 EastWestBncp EWBC 1.7 13 77.35 +1.70 .33 25.93 14.65 1stConstBncp FCCY 1.6 12 25.35 +0.83 .10 ... ... GlobalinkInvtRt GLLIR ... ... .30 ... ... 11.95 3.02 InnatePharma IPHA ... dd 5.17 –0.11 ...
13.46 9.58 HillmanSolns HLMN ... dd 10.50 +0.67 ... 11.25 4.81 Innodata INOD ... cc 5.75 –0.01 ...
23.03 15.49 EasternBankshares EBC 1.6 46 20.16 ... .08 4.89 3.25 FirstEagleAltCap FCRD 8.6 7 4.66 +0.18 .10 ... ... GlobalinkInvtWt GLLIW ... ... .25 ... ... 17.88 6.62 HimaxTechs HIMX 2.1 7 12.47 +0.51 .262
33.96 22.23 Eastern EML 1.8 18 24.75 –0.12 .11 26.62 17.16 FirstFinBncpOH FFBC 3.8 11 24.19 ... .23 4.40 1.45 GlycoMimetics GLYC ... dd 1.60 –0.01 ... 406.18 210.76 HinghamSvg HIFS .5 13 391.54 +1.84 .75 107.73 81.00 Innospec IOSP 1.3 24 89.52 –1.23 .59
13.70 1.05 EbangIntl EBON ... ... 1.19 +0.04 ... 55.00 35.17 FirstFinBkshs FFIN 1.2 31 50.22 +0.50 .15 19.49 9.18 Gogo GOGO ... dd 13.84 +0.35 ... 21.24 11.05 HollysysAuto HOLI ... 12 13.65 +1.41 ... 27.18 3.46 InnovAge INNV ... 53 5.31 –2.86 ...
81.19 49.93 eBay EBAY 1.1 4 64.89 +0.86 .18 47.00 37.70 FirstFinIN THFF 2.4 10 45.02 +0.21 .10 16.37 3.28 GoHealth GOCO ... dd 3.90 +0.30 ... 85.00 60.10 Hologic HOLX ... 11 76.12 –1.59 ... 10.17 10.02 InnovativeIntl IOACU ... ... 10.04 –0.08 ...
64.14 22.39 Ebix EBIX 1.0 13 30.83 +0.49 .075 17.25 11.25 FirstFinNW FFNW 2.7 13 16.34 +0.07 .11 15.12 8.91 GolarLNG GLNG ... 4 12.64 +1.42 ... 43.84 27.60 HomeBancorp HBCP 2.2 7 41.85 +1.23 .23 7.94 5.34 InnovSolSuprt ISSC ... 22 6.45 –0.09 ...
30.90 20.51 EchoStar SATS ... 16 26.63 +0.68 ... 29.41 19.01 FirstFoundation FFWM 1.4 10 24.89 –0.04 .09 54.86 16.51 GoldenEnt GDEN ... 13 50.39 +2.38 ... 10.19 9.66 HomePlateAcqn HPLT ... ... 9.71 –0.03 ... 18.97 10.92 Innoviva INVA ... 6 17.59 +0.18 ...
40.49 13.19 EdgewiseTherap EWTX ... ... 16.03 +0.53 ... 23.06 13.94 FirstGuarBcshs FGBI 3.1 9 20.66 –0.21 .16 27.18 9.36 GoldenNugget GNOG ... dd 10.69 +0.29 ... 0.89 0.47 HomePlateAcqnWt HPLTW ... ... .52 –0.11 ... 82.35 29.28 Inogen INGN ... 67 32.65 –0.21 ...
99.95 26.82 EditasMedicine EDIT ... dd 29.94 +0.06 ... 30.80 22.57 FirstHawaiian FHB 3.9 13 26.91 +0.49 .26 12.17 4.43 GoldenOcean GOGL 24.7 5 8.64 +0.52 .85 13.15 3.60 HomePtCap HMPT 3.6 2 4.45 +0.23 .04 19.00 5.59 InovioPharma INO ... dd 6.08 –0.42 ...
19.50 7.50 EducDev EDUC 4.7 6 8.54 +0.38 .10 46.94 27.33 FirstInternetBncp INBK .5 10 44.64 +1.28 .06 16.22 13.76 GolubCapital GBDC 7.9 8 15.27 +0.38 .30 53.83 32.75 HomeStreet HMST 1.9 10 51.40 +1.65 .25 29.46 5.33 InozymePharma INZY ... dd 7.14 –0.40 ...
129.80 14.20 EHang EH ... dd 15.56 –0.29 ... 51.24 37.23 FirstInterBanc FIBK 4.2 13 39.11 +0.34 .41 59.67 26.66 GoodRx GDRX ... dd 33.57 –0.12 ... 32.28 18.63 HomeTrustBcshs HTBI 1.2 25 30.88 +1.29 .09 21.93 5.82 Inseego INSG ... dd 6.32 +0.07 ...
93.19 21.00 eHealth EHTH ... dd 26.85 +0.57 ... 50.65 33.98 FirstMerchants FRME 2.8 11 41.19 +1.48 .29 24.89 10.02 Goodyear GT ... 20 21.07 +1.82 ... 15.24 3.75 HomologyMed FIXX ... dd 4.14 –0.04 ... 107.86 74.10 InsightEnt NSIT ... 18 103.22 +1.58 ...
13.49 5.07 EigerBioPharma EIGR ... dd 5.32 –0.32 ... 45.84 31.77 FirstMidBcshs FMBH 2.1 16 42.59 +0.71 .22 181.30 78.86 GooseheadIns GSHD .0 cc 138.09 +12.74 1.63 23.88 7.21 Honest HNST ... dd 8.07 +0.56 ... 45.44 22.00 Insmed INSM ... dd 28.28 +0.79 ...
28.28 10.93 89bio ETNB ... dd 13.31 +1.83 ... 24.28 15.43 FirstMidwestBncp FMBI 2.8 13 20.14 +0.67 .14 13.79 7.02 GoPro GPRO ... 5 10.78 +0.32 ... 236.86 194.55 Honeywell HON 1.9 26 205.22 +0.05 .98 29.49 14.42 InstilBio TIL ... dd 16.13 +0.08 ...
21.96 12.06 ElPolloLoco LOCO ... 19 14.49 +0.34 ... 20.17 13.70 FirstNWBncp FNWB 1.4 14 20.10 +0.65 .07 14.30 7.04 GossamerBio GOSS ... dd 11.64 +0.90 ... 42.90 21.32 HookerFurnishings HOFT 3.6 11 22.24 –0.28 .20 324.81 218.28 Insulet PODD ... dd 273.26 +10.56 ...
177.71 122.85 ElbitSystems ESLT 1.1 22 167.76 –3.87 .46 123.13 67.71 FirstSolar FSLR ... 21 87.37 –5.79 ... 18.11 5.91 Grab GRAB ... dd 7.35 –0.22 ... 16.61 10.62 HopeBancorp HOPE 3.9 10 14.52 +0.22 .14 40.91 20.50 Intapp INTA ... dd 24.99 +1.06 ...
15.30 6.29 ElcLastMile ELMS ... dd 6.79 –0.19 ... 51.20 38.73 1stSource SRCE 2.6 10 48.40 +0.60 .31 33.70 5.82 GracellBiotech GRCL ... dd 6.44 –0.18 ... 21.53 15.14 HorizonBancorp HBNC 2.9 10 20.69 +0.35 .15 77.40 61.85 IntegraLifeSci IART ... 27 68.28 +2.47 ...
4.07 1.17 ElcLastMileWt ELMSW ... ... 1.28 –0.18 ... 20.50 15.30 FirstUnited FUNC 3.2 8 18.68 –0.49 .15 115.96 70.00 GrandCanyonEduc LOPE ... 15 85.30 +0.79 ... 19.08 12.23 HorizonTechFin HRZN 7.6 11 15.75 –0.24 .10 0.60 0.48 IntegralAcqn1Wt INTEW ... ... .50 ... ...
3.63 0.64 electroCore ECOR ... dd .70 +0.02 ... 25.46 14.90 FirstWatchRest FWRG ... ... 15.97 –0.11 ... 34.00 8.11 GraphiteBio GRPH ... dd 11.57 –0.08 ... 120.54 67.98 HorizonTherap HZNP ... 47 108.51 +4.67 ... 11.03 9.91 IntegralAcqn1 INTEU ... ... 10.04 +0.05 ...
150.30 120.08 ElectronicArts EA .5 49 132.54 +5.02 .17 32.00 17.30 FirstWesternFin MYFW ... 10 30.19 +0.88 ... 35.18 1.79 GraybugVision GRAY ... dd 2.05 +0.08 ... 19.02 13.16 HostHotels HST ... dd 17.35 +1.64 ... ... ... IntegralAcqnCorp.1 INTE ... ... 9.80 ... ...
16.22 4.15 ElevationOnc ELEV ... dd 5.25 +1.10 ... 97.04 54.85 FirstCash FCFS 1.7 22 69.90 +4.59 .30 4.07 3.01 GreatElmCap GECC 12.9 40 3.11 –0.13 .10 17.93 3.23 HoughtonMifflin HMHC ... dd 16.26 +1.09 ... 29.68 16.23 IntegralAd IAS ... dd 21.87 +0.91 ...
29.69 8.16 EliemTherap ELYM ... ... 14.19 +3.40 ... 7.37 3.86 FirsthandTechVal SVVC ... 8 4.16 –0.13 ... 4.85 1.72 GreatElm GEG ... dd 2.07 +0.11 ... 64.53 32.99 Huazhu HTHT ... cc 37.25 +2.26 ... 68.49 46.34 Intel INTC 2.7 10 51.31 +0.69 .3475
4.98 0.57 EloxxPharm ELOX ... dd .75 +0.01 ... 202.78 132.13 FirstService FSV .4 68 192.71 +3.51 .1825 16.28 12.42 GreatLakesDredge GLDD ... 30 15.84 +0.35 ... 86.99 52.35 HubGroup HUBG ... 25 80.65 +1.70 ... 202.73 43.86 IntelliaTherap NTLA ... dd 126.81 –1.45 ...
10.49 6.91 EmbarkTech EMBK ... 84 8.64 –0.34 ... 127.34 92.06 Fiserv FISV ... 55 105.54 +1.89 ... 60.55 47.22 GreatSouthernBncp GSBC 2.4 11 58.86 +1.09 .36 30.99 10.05 HudsonGlobal HSON ... 34 27.40 +4.45 ... 15.45 4.70 Intellicheck IDN ... dd 5.17 +0.11 ...
2.20 0.86 EmbarkTechWt EMBKW ... ... 1.86 –0.19 ... 237.86 155.10 FiveBelow FIVE ... 41 193.56 +11.16 ... 44.27 12.75 GreenPlains GPRE ... dd 35.77 +0.33 ... 13.85 1.17 HuizeHolding HUIZ ... dd 1.41 –0.02 ... 10.30 10.03 IntelligentMed IQMDU ... ... 10.10 –0.01 ...
10.87 4.53 Emcore EMKR ... 10 7.18 +0.80 ... 211.68 122.33 Five9 FIVN ... dd 139.93 +3.39 ... 16.02 7.63 GreenPlainsPtrs GPP 12.1 8 14.38 +0.69 .435 17.45 7.50 Humacyte HUMA ... dd 7.76 –0.95 ... 103.00 58.11 InterParfums IPAR 1.0 31 102.14 +7.24 .25
10.09 10.01 EM Horizon HORIU ... ... 10.04 –0.04 ... 33.98 21.91 FiveStarBncp FSBC 2.1 ... 29.00 +0.98 .15 10.15 9.91 GreenVisorI GVCIU ... ... 10.07 –0.07 ... 5.60 0.97 HumacyteWt HUMAW ... ... 2.33 –0.37 ... 81.09 58.84 InteractiveBrkrs IBKR .5 23 80.00 +2.86 .10
24.00 18.76 Enact ACT .0 ... 20.01 +0.71 1.23 20.04 15.51 Flex FLEX ... 9 17.77 +0.63 ... 519.04 12.70 GreenidgeGen GREE ... dd 19.65 +2.58 ... 202.81 133.36 JBHunt JBHT .6 31 197.23 +5.13 .30 38.94 11.60 InterceptPharm ICPT ... dd 17.87 +0.73 ...
102.00 40.32 EnantaPharma ENTA ... dd 76.36 +1.42 ... 51.13 22.82 Flexsteel FLXS 2.3 8 25.70 +1.10 .15 8.73 0.90 Greenlane GNLN ... dd 1.02 +0.04 ... 16.91 12.16 HuntingtonBcshs HBAN 4.1 17 15.26 +0.38 .155 12.72 2.01 Intercure INCR ... 43 7.20 –0.28 ...
60.87 29.21 EncoreCapital ECPG ... 6 60.23 +1.81 ... 39.40 27.48 FluenceEnergy FLNC ... ... 35.37 +5.32 ... 9.71 6.60 GreenlightCapRe GLRE ... 8 7.40 +0.04 ... 38.83 27.80 Hurco HURC 1.9 cc 29.67 –0.46 .14 85.75 59.65 InterDigital IDCC 1.9 71 72.62 +2.55 .35
151.64 56.15 EncoreWire WIRE .1 7 138.65 +8.74 .02 8.50 1.69 Fluent FLNT ... dd 2.27 +0.05 ... 12.63 4.42 GreenSky GSKY ... 20 11.46 +0.20 ... 61.99 44.33 HuronConsulting HURN ... 41 48.90 –1.11 ... 18.03 9.55 Interface TILE .3 18 15.79 +0.17 .01
10.89 1.94 EndoIntl ENDP ... 15 4.25 +0.47 ... 7.51 3.62 Fluidigm FLDM ... dd 3.80 –0.03 ... 20.49 10.10 Grifols GRFS 3.1 10 11.19 +0.03 .4562 16.57 2.17 Hut8Mining HUT ... 20 8.75 +0.95 ... 53.06 35.75 IntlBcshs IBOC 2.9 11 41.30 +0.91 .60
10.23 10.10 EnergemUn ENCPU ... ... 10.12 ... ... 25.22 15.94 FlushingFin FFIC 3.5 11 24.16 +0.18 .21 19.49 3.62 GrindrodShipping GRIN 18.8 dd 15.35 +0.72 .72 95.48 24.36 Hydrofarm HYFM ... cc 28.32 +1.37 ... 28.17 15.92 IntersectENT XENT ... dd 27.22 +0.12 ...
24.99 12.58 EnergyRecovery ERII ... 99 21.10 +0.74 ... 57.41 27.63 Flywire FLYW ... dd 36.53 +2.89 ... 35.20 3.68 Gritstone GRTS ... dd 13.52 –0.19 ... 16.61 8.77 Hyperfine HYPR ... dd 9.19 –0.63 ... 8.46 3.93 Intevac IVAC ... dd 4.57 +0.54 ...
13.11 3.76 EnjoyTech ENJY ... dd 4.58 +0.09 ... 69.13 40.93 FocusFinPtrs FOCS ... cc 59.50 +1.88 ... 46.58 21.01 GroceryOutlet GO ... 35 28.05 –0.74 ... 11.25 5.15 Hywin HYW ... ... 5.59 –0.05 ... 53.76 28.40 Intra-Cellular ITCI ... dd 51.65 +12.49 ...
3.40 0.36 EnjoyTechWt ENJYW ... ... .47 +0.02 ... 10.26 10.05 FocusImpact FIACU ... ... 10.06 ... ... 64.69 19.00 Groupon GRPN ... 8 25.41 +3.36 ... 19.95 5.09 HyzonMotors HYZN ... dd 7.08 +0.52 ... 28.16 12.47 Intricon IIN ... cc 15.15 –0.78 ...
39.48 11.65 Enovix ENVX ... dd 26.68 +0.77 ... ... ... FocusImpactAcqn FIAC ... ... 9.90 ... ... 10.11 9.95 GrowthforGood GFGDU ... ... 9.98 ... ... 6.05 0.99 HyzonMotorsWt HYZNW ... ... 2.00 –0.07 ... 716.86 357.69 Intuit INTU .4 84 635.71 +15.44 .68
27.65 2.81 EnovixWt ENVXW ... ... 15.13 +0.73 ... 0.55 0.48 FocusImpactAcqnWt FIACW ... ... .48 ... ... 60.53 44.86 GrAeroportuario OMAB ... 25 52.95 +1.42 ... 369.69 227.47 IntuitiveSurgical ISRG ... 79 363.94 +26.54 ...
.20 19.06 10.52 Inventiva IVA ... dd 13.71 –0.26 ...
282.46
98.66
108.88
68.29
EnphaseEnergy
EnsignGroup
ENPH
ENSG
...
.3
cc
24
188.17
81.80
–0.94
+3.91
...
.055
25.10
10.10
8.01
9.95
FoghornTherap
ForbionEuro
FHTX
FRBNU
...
...
dd
...
21.20
10.08
+2.11
+0.11
...
...
41.28
33.69
27.23
16.85
GuarantyBcshrs
GuarFedBcsh
GNTY
GFED
2.1
1.9
11
15
37.40
31.80
+0.90
+0.56 .15 I 23.69 15.66 Investar ISTR 1.8 35 17.75 +0.25 .08
269.12 194.21 EnstarGroup ESGR ... 5 248.91 +10.35 ... 42.88 12.50 FormaTherap FMTX ... dd 14.85 +0.31 ... 181.07 85.41 GuardantHealth GH ... dd 97.48 –5.62 ... 6.58 4.41 InvestcpCredit ICMB 12.3 dd 4.87 –0.19 .15
3.88 1.76 EntasisTherap ETTX ... dd 2.33 +0.18 ... 52.39 32.69 FormFactor FORM ... 46 44.51 +2.75 ... 5.30 3.03 GulfIslandFab GIFI ... dd 3.99 –0.04 ... 179.12 118.73 IAC/InterActive IAC ... 11 131.81 +6.38 ... 10.10 10.00 InvestcorpEurAcqnI IVCBU ... ... 10.08 +0.02 ...
158.00 92.68 Entegris ENTG .2 49 136.78 +3.82 .08 142.00 79.25 FormulaSys FORTY .9 37 119.89 +0.16 .7812 7.74 3.80 Gulf Resources GURE ... cc 4.47 –0.11 ... 25.50 10.77 IBEX IBEX ... 28 13.88 +0.38 ... 16.35 10.10 InvestorsBancorp ISBC 3.8 12 14.89 +0.61 .14
46.48 25.06 EnterpriseBncp EBTC 1.6 13 46.04 +2.05 .185 60.89 36.41 ForresterRes FORR ... 59 58.70 +0.63 ... 108.23 71.32 ICF Intl ICFI .6 27 101.10 +1.24 .14 248.00 140.25 InvestorsTitle ITIC .9 6 194.22 +2.02 18.00
52.00
10.80
33.28
10.02
EnterpriseFinSvcs
Ent4.0TechAcqn
EFSC
ENTFU
1.7
...
13
...
46.51
10.11
+0.72
–0.14
.20
...
23.95
355.35
16.58
137.31
Forterra
Fortinet
FRTA
FTNT
...
...
15
cc
23.88
349.02
+0.09
+15.19
...
... H 282.00
28.00
183.39
12.40
ICU Medical
IDEAYA Bio
ICUI
IDYA
...
...
47
dd
235.65
23.37
+4.99 ...
+1.60 ...
64.37
54.21
25.04
15.88
IonisPharma
IovanceBiotherap
IONS
IOVA
...
...
dd
dd
32.71
20.16
+0.25
+0.68
...
...
0.70 0.40 Ent4.0TechAcqnWt ENTFW ... ... .48 –0.12 ... 10.14 10.03 FortuneRise FRLAU ... ... 10.07 ... ... 706.95 455.23 IdexxLab IDXX ... 74 645.02 +28.14 ... 28.97 4.23 iQIYI IQ ... dd 4.91 +0.13 ...
8.88 2.78 EnthusiastGaming EGLX ... dd 3.20 +0.23 ... 117.82 70.93 ForwardAir FWRD .7 78 116.60 +4.16 .21 50.69 26.36 H&E Equipment HEES 2.5 47 44.87 +1.40 .275 56.24 41.77 IES Holdings IESC ... 16 50.99 +0.75 ... 286.19 41.66 iRhythmTechs IRTC ... dd 118.81 +11.94 ...
36.85 13.27 EntradaTherap TRDA ... ... 17.02 +1.67 ... 28.60 8.38 Fossil FOSL ... cc 10.17 +0.50 ... 19.44 14.18 HBT Finl HBT 3.2 9 18.66 +0.07 .15 127.11 25.46 IGM Biosci IGMS ... dd 29.84 +1.36 ... 9.71 1.89 Iridex IRIX ... dd 6.22 +0.42 ...
12.69 2.66 Epizyme EPZM ... dd 3.03 –0.04 ... 19.47 12.62 FosterLB FSTR ... 23 13.10 –0.20 ... 7.78 2.31 HCW Biologics HCWB ... dd 2.50 –0.03 ... 100.44 54.35 II-VI IIVI ... 27 67.99 –0.17 ... 54.65 32.85 IridiumComm IRDM ... dd 42.29 +0.82 ...
69.74 40.84 ePlus PLUS ... 15 52.53 +2.62 ... 10.42 10.00 FounderSPAC FOUNU ... ... 10.30 +0.03 ... 25.61 17.00 HMN Fin HMNF ... 8 24.69 +0.13 ... 85.40 40.62 I-Mab IMAB ... ... 46.93 –0.79 ... 28.25 12.50 IrisEnergy IREN ... ... 17.16 –0.54 ...
6.80 3.41 EpsilonEnergy EPSN ... 25 5.27 –0.12 ... 10.00 9.79 FounderSpacA FOUN ... ... 9.95 +0.02 ... 20.00 2.39 Hookipa HOOK ... dd 2.51 –0.12 ... 80.16 56.30 IndusRealty INDT .8 dd 78.70 +3.20 .16 197.40 63.37 iRobot IRBT ... 26 68.94 +1.99 ...
11.10 6.05 EQRx EQRX ... ... 6.21 –2.48 ... 1.25 0.50 FounderSpacWt FOUNW ... ... .75 +0.05 ... 43.94 23.67 HUTCHMED(China) HCM ... ... 35.30 +0.33 ... 10.32 5.40 IN8bio INAB ... ... 6.15 +0.01 ... 14.27 8.78 IronwoodPharm IRWD ... 4 11.87 +0.62 ...
10.89 0.93 EQRxWt EQRXW ... ... 1.09 –0.43 ... 55.11 18.57 4D Molecular FDMT ... dd 22.73 +3.00 ... 23.30 13.06 HackettGroup HCKT 1.9 26 20.66 +0.85 .10 17.88 6.75 IO Biotech IOBT ... ... 8.25 –1.75 ... 16.95 4.77 IsoPlexis ISO ... dd 8.05 +2.92 ...
11.33 3.95 Equillium EQ ... dd 4.49 +0.18 ... 15.50 5.15 4Dpharma LBPS ... dd 5.75 +0.26 ... 66.60 10.73 HailiangEduc HLG ... 10 13.48 +0.93 ... 262.55 151.27 IPG Photonics IPGP ... 35 168.90 +3.13 ... 47.61 17.43 iTeosTherap ITOS ... cc 46.92 +3.72 ...
885.26 586.73 Equinix EQIX 1.4 cc 818.76 –3.50 2.87 1.76 0.45 4DpharmaWt LBPSW ... ... .59 +0.04 ... 48.88 35.57 HainCelestial HAIN ... 43 41.64 +0.18 ... 3.66 1.91 IRSA Prop IRCP ... dd 2.27 +0.12 ... 122.31 59.80 Itron ITRI ... cc 66.59 +1.02 ...
36.00 20.80 EquityBcshs EQBK 1.0 9 33.28 +0.83 .08 44.80 28.05 FoxA FOXA 1.3 13 37.28 +0.32 .24 5.70 3.13 HallmarkFin HALL ... 12 4.30 +0.07 ... 35.99 17.80 i3Verticals IIIV ... dd 23.24 +1.45 ... 29.85 18.26 IturanLocation ITRN 3.5 17 26.00 +0.19 .14
52 BARRON’S December 27, 2021

Nasdaq Issues
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.
56.19 39.05 LibertySirius C LSXMK ... dd 49.89 +1.58 ... 33.00 15.93 Merus MRUS ... dd 32.24 +1.95 ... 53.38 14.47 NiuTech NIU ... 35 15.98 +0.64 ... 115.40 60.10 Palomar PLMR ... 62 64.73 +2.13 ...
5.16
J 10.25
110.00
10.08
16.90
LibertyRscsAcqn
LibertyTripAdvB
LIBYU
LTRPB
...
...
...
dd
10.17
18.00
+0.01
–6.28
...
...
17.40
331.90 232.88
MesaAir
MesaLab
MESA
MLAB
...
.2
13
cc
5.76
328.89
+0.23
+7.68
...
.16
79.16
46.45
12.46
23.00
Nkarta
nLIGHT
NKTX
LASR
...
...
dd
dd
15.56
25.08
+0.89
+1.36
...
...
39.62
140.68
21.39
78.41
PanAmerSilver
PapaJohn's
PAAS
PZZA
1.6
1.1
21
dd
25.02
132.60
+0.62
+1.50
.10
.35
7.74 2.01 LibertyTripAdvA LTRPA ... dd 2.46 +0.20 ... 13.70 3.91 Mesoblast MESO ... dd 4.82 +0.13 ... 13.55 7.42 Noodles NDLS ... cc 9.47 –0.03 ... 11.24 4.03 ParatekPharma PRTK ... dd 4.49 +0.01 ...
15.54 4.72 JakksPacific JAKK ... dd 10.59 +0.90 ... 33.02 3.70 LifeMD LFMD ... dd 4.32 +0.04 ... 65.96 32.76 MetaFinancial CASH .3 13 57.79 +1.52 .05 272.28 178.61 Nordson NDSN .8 33 253.66 +5.23 .51 41.78 18.80 Park-Ohio PKOH 2.3 dd 21.48 +0.81 .125
181.71 134.68 J&JSnackFoods JJSF 1.6 54 155.95 +0.76 .633 29.81 7.64 LifeStanceHealth LFST ... dd 10.10 +0.44 ... 384.33 244.61 MetaPlatforms FB ... 24 335.24 +1.45 ... 38.31 22.02 NortheastBank NBN .1 4 35.15 –1.91 .01 9.92 9.84 ParsecCapA PCX ... ... 9.87 –0.03 ...
108.29 61.65 JD.com JD ... 28 68.65 –2.39 ... 19.93 12.35 LifetimeBrands LCUT 1.1 9 15.75 +0.56 .0425 11.00 0.82 Metacrine MTCR ... dd .83 –0.53 ... 21.50 9.93 NorthernTechsIntl NTIC 2.1 21 13.42 –0.56 .07 0.45 0.35 ParsecCapWt PCXCW ... ... .39 +0.01 ...
17.50 8.51 Joann JOAN 4.0 5 10.11 –0.10 .10 7.20 4.51 LifewayFoods LWAY ... 21 4.89 –0.07 ... 52.88 29.61 Methanex MEOH 1.2 13 42.66 +3.17 .125 126.73 88.20 NorthernTrust NTRS 2.4 19 118.21 +0.98 .70 7.87 3.92 PartnerComms PTNR ... cc 7.38 +0.18 ...
148.88 39.11 Joyy YY 4.1 dd 49.56 +0.35 .51 219.75 98.04 LigandPharm LGND ... 40 161.18 +15.15 ... 29.82 14.00 MetroCityBkshs MCBS 2.0 13 27.61 +0.04 .14 18.41 11.98 NorthfieldBanc NFBK 3.2 12 16.35 +0.01 .13 30.87 6.32 PassageBio PASG ... dd 6.74 +0.10 ...
179.98 141.65 JackHenry JKHY 1.1 38 165.43 +1.19 .46 15.53 6.52 Lilium LILM ... 16 7.83 +0.57 ... 89.04 64.53 MicrochipTech MCHP 1.1 76 86.93 +2.57 .232 48.19 31.73 NorthrimBanCorp NRIM 3.5 7 42.97 +0.24 .38 23.28 13.40 PatriaInvts PAX 5.7 18 16.47 –0.13 .14
124.53 77.13 JackintheBox JACK 2.1 11 84.86 +3.84 .44 5.61 2.30 LimelightNetworks LLNW ... dd 3.75 +0.51 ... 96.96 65.67 MicronTech MU .4 15 94.42 +11.42 .10 10.05 10.00 NorthViewAcqn NVACU ... ... 10.03 ... ... 98.83 66.57 PatrickIndustries PATK 1.7 9 78.94 +3.23 .33
56.10 24.43 JamesRiver JRVR 4.4 dd 27.14 +0.47 .30 6.95 0.88 LiminalBioSci LMNL ... dd 1.17 +0.12 ... 349.67 211.94 Microsoft MSFT .7 37 334.69 +10.89 .62 15.48 12.37 NorthwestBcshs NWBI 5.7 11 14.00 +0.23 .20 16.70 7.89 PatriotNatBncp PNBK ... 32 14.92 –0.09 ...
49.27 27.77 JamfHolding JAMF ... dd 39.11 +3.09 ... 20.74 14.16 Limoneira LMNR 2.0 dd 15.31 +0.04 .075 1315.00 320.36 MicroStrategy MSTR ... dd 597.21 +25.63 ... 38.08 23.11 NorthwestPipe NWPX ... 21 30.17 +2.17 ... 16.29 8.09 PatriotTransport PATI .0 45 8.28 –0.22 3.75
37.99 14.39 JanuxTherapeutics JANX ... dd 21.44 +1.42 ... 8.20 5.25 LincolnEduc LINC ... 4 7.53 +0.09 ... 25.20 6.15 Microvast MVST ... dd 6.29 –0.68 ... 70.80 53.16 Northwestern NWE 4.5 15 55.49 +0.24 .62 37.37 26.51 Patterson PDCO 3.6 18 28.86 +1.06 .26
189.00 117.64 JazzPharma JAZZ ... dd 128.19 +2.90 ... 148.54 110.52 LincolnElectric LECO ... 31 137.56 +2.38 ... 7.94 1.18 MicrovastWt MVSTW ... ... 1.24 –0.14 ... 28.92 19.41 NortonLifeLock NLOK 1.9 17 25.87 +0.15 .125 11.27 5.14 PattersonUTIEn PTEN .9 dd 8.75 +0.74 .02
21.96 12.86 JetBlue JBLU ... dd 14.67 +0.76 ... 10.19 9.89 LionheartIII LIONU ... ... 10.10 +0.11 ... 28.00 4.86 MicroVision MVIS ... dd 5.91 –0.13 ... 29.50 23.00 NorwoodFin NWFL 4.3 9 26.00 +0.26 .28 137.20 85.30 Paychex PAYX 2.0 40 134.24 +10.35 .66
72.28 27.65 JFrog FROG ... dd 30.29 +0.46 ... 11.06 9.79 LionheartIII A LION ... ... 9.87 +0.02 ... 33.89 20.74 MidPennBancorp MPB 2.5 8 31.61 –0.58 .20 141.68 68.55 Nova NVMI ... 48 137.00 +10.33 ... 39.71 24.00 PaycorHCM PYCR ... dd 29.99 +1.36 ...
14.95 2.32 Jiayin JFIN ... 2 2.43 –0.16 ... 0.60 0.32 LionheartIII Wt LIONW ... ... .50 +0.06 ... 196.49 123.93 Middleby MIDD ... 25 191.75 +3.44 ... 184.44 116.53 Novanta NOVT ... cc 173.11 +4.29 ... 314.50 154.26 Paylocity PCTY ... cc 239.36 +14.52 ...
154.18 91.83 JohnsonOutdoors JOUT 1.3 11 94.52 –1.67 .30 30.00 14.21 LiquiditySvcs LQDT ... 15 21.51 +0.56 ... 116.40 67.09 MiddlesexWater MSEX 1.0 53 112.43 +4.13 .29 331.68 109.01 Novavax NVAX ... dd 177.25 –40.07 ... 14.50 6.06 Payoneer PAYO ... dd 6.89 +0.34 ...
14.84 5.03 JounceTherap JNCE ... dd 8.38 +0.77 ... 334.84 234.59 Littelfuse LFUS .7 26 304.30 +7.54 .53 30.32 17.34 MidlandStBncp MSBI 4.5 9 24.98 +0.52 .28 232.76 78.00 Novocure NVCR ... dd 84.00 –0.03 ... 4.46 1.40 PayoneerWt PAYOW ... ... 2.27 +0.09 ...
10.07 10.01 JupiterWellness JWACU ... ... 10.03 –0.01 ... 93.89 61.73 LivaNova LIVN ... dd 85.24 +5.08 ... 34.65 23.88 MidWestOneFin MOFG 2.8 7 32.44 +0.31 .225 55.55 39.90 NuanceComms NUAN ... dd 55.30 +0.38 ... 310.16 179.15 PayPal PYPL ... 46 192.01 +5.81 ...
19.84 10.16 JustEatTakeaway GRUB ... dd 10.90 +0.14 ... 99.89 38.50 LiveOakBcshs LOB .1 22 83.66 +5.50 .03 9.03 5.09 MilestonePharm MIST ... dd 7.04 +0.58 ... 7.83 1.88 NuCana NCNA ... dd 2.47 +0.15 ... 36.39 22.32 PeapackGladFinl PGC .6 15 34.99 +0.49 .05
72.23 33.13 LivePerson LPSN ... dd 35.96 +0.10 ... 51.25 32.67 MillerKnoll MLKN 2.0 50 37.56 +0.92 .1875 51.46 21.53 NurixTherap NRIX ... dd 30.52 +2.26 ... 10.00 8.52 PearlHoldingsAcqn PRLHU ... ... 10.00 +0.01 ...
K 11.43
13.65
4.20
4.31
LiveVox
LiveVoxUn
LVOX
LVOXU
...
...
dd
...
5.29
5.75
+0.20
+0.48
...
...
46.18
85.48
26.18
38.84
MillicomIntl
Mimecast
TIGO
MIME
...
...
dd
cc
27.26
79.47
–0.05
+0.51
...
...
44.50
40.82
25.15
17.00
Nutanix
Nuvalent
NTNX
NUVL
...
...
dd
dd
32.46
19.22
+1.83
–3.62
...
...
148.80
171.09
101.21
35.90
Pegasystems
Peloton
PEGA
PTON
.1
...
dd
dd
110.46
38.59
+5.36
–3.86
.03
...
2.55 0.56 LiveVoxWt LVOXW ... ... .69 –0.06 ... 3.80 2.43 Mind CTI MNDO 8.6 10 3.02 –0.01 .26 72.61 45.45 Nuvasive NUVA ... dd 52.35 +3.91 ... 142.00 43.36 PennNational PENN ... 23 51.40 +3.18 ...
428.22 252.02 KLA KLAC 1.0 24 420.76 +29.21 1.05 12.50 7.19 LixiangEduc LXEH ... 23 9.00 –0.80 ... 3.75 0.81 MinervaNeurosci NERV ... dd .96 +0.04 ... 140.23 43.10 Nuvei NVEI ... 80 63.64 +8.82 ... 69.56 17.52 Pennant PNTG ... 76 21.90 +1.67 ...
18.97 2.94 KLX Energy KLXE ... dd 3.39 +0.21 ... 16.75 1.55 Lizhi LIZI ... dd 1.75 –0.06 ... 10.37 4.28 MinervaSurgical UTRS ... ... 4.80 ... ... 346.47 115.67 NVIDIA NVDA .1 91 296.40 +18.39 .04 7.41 4.36 PennantPark PNNT 7.0 3 6.88 +0.15 .12
15.29 8.67 KVH Inds KVHI ... dd 8.99 +0.04 ... 28.90 14.04 LoganRidgeFin LRFC ... dd 23.30 +0.02 ... 22.16 3.70 MiNK Therap INKT ... ... 4.68 +0.41 ... 37.00 19.05 Nyxoah NYXH ... dd 21.01 +1.31 ... 28.19 21.13 PennsWoodsBncp PWOD 5.4 11 23.51 –0.79 .32
10.15 10.04 KairousAcqnUn KACLU ... ... 10.10 –0.05 ... 9.74 2.31 LogicBioTherap LOGC ... dd 2.47 –0.03 ... 241.26 127.12 MiratiTherap MRTX ... dd 152.00 +7.04 ... 19.62 12.63 People'sUtdFin PBCT 4.2 11 17.45 +0.68 .1825
141.07 84.78 KaiserAlum KALU 3.0 dd 96.26 +3.06 .72
9.97 1.28 KalaPharm KALA ... dd 1.36 –0.04 ...
9.83
10.97
9.33
9.74
LogisticsInnovA
LogisticsInnovTech
LITT
LITTU
...
...
...
...
9.68
10.03
–0.12
+0.03
...
...
22.14
11.00
12.82
3.52
MirumPharm
Missfresh
MIRM
MF
...
...
dd
dd
15.60
4.06
+0.60
–0.34
...
... O 36.75
29.69
26.48
19.71
PeoplesBncpOH
PeoplesBncpNC
PEBO
PEBK
4.6
2.5
15
11
31.37
27.54
+0.47
–0.43
.36
.17
20.50 2.65 KaleidoBiosci KLDO ... dd 3.05 +0.01 ... 140.17 76.70 LogitechIntl LOGI ... 16 84.86 +1.56 ... 22.93 14.36 MissionProduce AVO ... 24 15.82 –2.43 ... 55.00 35.80 PeoplesFinSvcs PFIS 2.9 11 52.63 –0.38 .38
14.00 3.42 Kaltura KLTR ... dd 3.85 –0.14 ... 18.95 5.10 LongboardPharm LBPH ... dd 5.40 –0.60 ... 497.49 102.66 Moderna MRNA ... 15 249.99 –44.81 ... 51.40 27.97 ODP ODP ... 26 38.99 +2.30 ... 10.88 9.87 PepperLimeHlth PEPLU ... ... 10.07 +0.12 ...
45.00 11.99 KalVistaPharm KALV ... dd 14.44 +1.24 ... 18.20 7.49 LoopIndustries LOOP ... dd 12.44 –0.03 ... 211.94 121.00 ModivCare MODV ... 96 152.14 +11.82 ... 14.00 7.38 OP Bancorp OPBK 3.2 8 12.51 –0.04 .10 15.00 9.60 PepperLimeA PEPL ... ... 9.73 +0.08 ...
8.16 5.11 Kamada KMDA ... 69 6.78 +0.06 ... 31.57 3.58 LordstownMotors RIDE ... dd 4.12 +0.07 ... 21.33 9.57 MolecularPtrs MOLN ... ... 20.21 +1.71 ... 6.27 3.26 OPKO Health OPK ... 40 4.77 +0.36 ... 0.60 0.40 PepperLimeWt PEPLW ... ... .45 +0.01 ...
10.98 3.24 KandiTech KNDI ... 24 3.49 +0.08 ... 17.50 4.61 Lottery.com LTRY ... dd 6.67 +1.42 ... 15.19 3.44 MolecularTemp MTEM ... dd 3.96 +0.34 ... 0.50 0.45 OPYAcqnIWt OHAAW ... ... .45 ... ... 173.56 128.32 PepsiCo PEP 2.5 29 169.78 +1.48 1.075
44.96 27.90 Kanzhun BZ ... dd 32.96 –2.99 ... 4.18 1.01 Lottery.comWt LTRYW ... ... 1.55 +0.33 ... 28.12 16.35 Momentive MNTV ... dd 20.75 +0.77 ... 10.09 9.80 OPYAcqnI OHAAU ... ... 10.00 +0.01 ... 10.15 10.03 PerceptionCapII PCCTU ... ... 10.10 –0.03 ...
25.91 15.56 KaratPkg KRT ... 24 19.65 +1.65 ... 95.51 38.91 Lovesac LOVE ... 31 67.08 +2.73 ... 29.18 4.45 Momentus MNTS ... dd 4.71 –0.20 ... ... ... OPYAcqnIA OHAA ... ... 9.70 ... ... 0.60 0.47 PerceptionCapIIWt PCCTW ... ... .47 ... ...
161.98 94.84 KarunaTherap KRTX ... dd 133.52 +18.38 ... 98.95 26.92 LoyaltyVentures LYLT ... 10 30.06 –0.38 ... 11.96 0.55 MomentusWt MNTSW ... ... .66 –0.02 ... 696.58 424.03 OReillyAuto ORLY ... 24 679.42 +3.35 ... 14.05 9.65 PerdoceoEduc PRDO ... 7 11.60 –0.32 ...
18.00 4.42 KaryopharmTherap KPTI ... dd 7.35 +1.20 ... 13.52 4.61 LucidDiag LUCD ... dd 4.92 –0.08 ... 76.00 50.01 MonarchCasino MCRI ... 22 73.52 +7.60 ... 102.24 87.97 OSI Systems OSIS ... 20 92.28 +1.60 ... 14.75 10.06 PerellaWeinberg PWP 2.2 dd 12.82 +0.40 .07
19.65 2.63 Katapult KPLT ... dd 3.32 –0.09 ... 64.86 10.00 Lucid LCID ... dd 37.64 –2.37 ... 450.00 155.01 monday.com MNDY ... dd 304.37 +12.28 ... 11.25 4.51 O2MicroIntl OIIM ... 11 4.65 –0.19 ... 4.25 1.12 PerellaWeinbergWt PWPPW ... ... 3.45 +0.10 ...
5.87 0.44 KatapultWt KPLTW ... ... .56 –0.11 ... 37.99 4.23 LuciraHealth LHDX ... dd 8.25 +2.80 ... 66.06 52.91 Mondelez MDLZ 2.2 21 64.94 –0.02 .35 7.62 5.47 OaktreeSpec OCSL 7.3 5 7.50 +0.16 .155 153.28 46.02 Perficient PRFT ... 79 130.52 +8.64 ...
13.88 8.94 KearnyFinancial KRNY 3.4 14 13.06 +0.12 .11 15.09 10.16 Lulu'sFashion LVLU ... 79 10.30 –0.12 ... 12.36 4.93 MoneyGram MGI ... dd 7.59 –0.27 ... 35.70 10.90 OasisMidstream OMP 10.3 4 21.82 +0.46 .56 5.29 0.77 PerformantFin PFMT ... dd 2.35 +0.04 ...
26.98 15.89 KellyServices A KELYA 1.2 6 17.17 +0.03 .05 485.83 269.28 lululemon LULU ... 59 391.56 +6.90 ... 590.00 238.01 MongoDB MDB ... dd 551.11 +53.26 ... 133.20 34.58 OasisPetrol OAS 1.6 3 121.52 +1.63 .50 33.09 11.61 PerionNetwork PERI ... 28 23.90 +1.86 ...
60.00 16.63 KellyServices B KELYB 1.2 6 17.08 –0.52 .05 112.08 65.67 Lumentum LITE ... 20 104.49 +0.30 ... 580.00 301.51 MonolithicPower MPWR .5 cc 495.60 +12.61 .60 29.00 7.46 Oatly OTLY ... dd 8.14 +0.15 ... 9.00 5.77 Perma-PipeIntl PPIH ... cc 8.11 +0.38 ...
18.15 5.08 KemPharm KMPH ... dd 8.97 +1.19 ... 40.98 13.45 LuminarTech LAZR ... dd 17.44 +1.27 ... 72.67 51.24 Monro MNRO 1.8 37 59.15 +3.47 .26 5.55 1.93 ObsEva OBSV ... dd 2.20 –0.04 ... 53.46 11.62 Personalis PSNL ... dd 14.36 –0.26 ...
8.16 6.15 KY FirstFedBncp KFFB 5.4 29 7.43 –0.03 .10 11.09 7.15 LumiraDx LMDX ... ... 8.99 –0.60 ... 99.89 80.92 MonsterBev MNST ... 33 93.84 +2.22 ... 25.76 18.06 OceanFirstFin OCFC 3.1 11 21.99 +0.46 .17 31.08 17.82 PetcoHealth WOOF ... 40 19.69 –0.34 ...
80.74 28.50 KerosTherap KROS ... dd 58.83 +7.67 ... 2.36 0.49 LumiraDxWt LMDXW ... ... 1.74 –0.05 ... 45.56 15.67 MonteRosaTherap GLUE ... dd 20.94 +2.40 ... 23.68 6.02 OcularTherapeutix OCUL ... dd 7.22 +0.23 ... 46.00 19.75 PetIQ PETQ ... dd 22.38 +1.66 ...
37.11 30.28 KeurigDrPepper KDP 2.1 30 35.94 +0.26 .1875 36.72 6.80 LumosPharma LUMO ... dd 7.43 +0.10 ... 10.45 9.63 MontereyBio MTRYU ... ... 10.20 –0.05 ... 28.41 1.39 OdonateTherap ODT ... dd 1.55 +0.07 ... 57.00 24.75 PetMedExpress PETS 4.5 21 26.38 +0.34 .30
14.99 10.50 KewauneeSci KEQU ... dd 12.30 +0.02 ... 15.37 9.18 LutherBurbank LBC 3.4 10 13.97 +1.17 .12 9.90 9.85 MontereyBioAcqn MTRY ... ... 9.87 +0.02 ... 31.69 22.21 OfficePropIncm OPI 8.9 dd 24.75 +0.63 .55 16.04 7.58 Pharming PHAR ... 27 8.75 +0.51 ...
9.48 5.95 KeyTronic KTCC ... 20 6.19 +0.01 ... 19.84 6.90 LyellImmuno LYEL ... dd 8.21 –0.13 ... 0.55 0.39 MontereyBioAcqnWt MTRYW ... ... .40 –0.04 ... 32.70 21.16 OhioValleyBanc OVBC 3.0 10 28.30 –1.37 .21 42.86 13.14 Pharvaris PHVS ... ... 15.75 +0.25 ...
15.89 4.61 KezarLifeSci KZR ... dd 15.69 +1.08 ... 68.28 36.25 Lyft LYFT ... dd 44.18 +6.11 ... 340.79 213.55 Morningstar MORN .4 69 339.53 +8.42 .36 294.00 196.78 Okta OKTA ... dd 228.31 +10.40 ... 5.83 1.83 PhaseBioPharm PHAS ... dd 2.68 +0.31 ...
81.47 41.53 Kforce KFRC 1.4 22 75.58 +2.40 .26 16.50 3.91 LyraTherap LYRA ... dd 5.17 +0.46 ... 93.00 29.21 Morphic MORF ... dd 51.42 +4.64 ... 30.13 22.84 Olaplex OLPX ... 96 26.81 +2.86 ... 50.78 17.42 PhathomPharm PHAT ... dd 19.79 +0.68 ...
30.61 15.55 KimballElec KE ... 13 21.24 +0.52 ... 30.75 8.90 MorphoSys MOR ... dd 9.52 +0.24 ... 373.58 189.45 OldDomFreight ODFL .2 43 348.31 +7.69 .20 44.00 24.77 Phenixfin PFX ... 82 41.20 –1.35 ...
14.86 9.80 KimballIntl B KBAL 3.6 dd 10.02 –0.17 .09
74.67
24.70
13.70
10.30
KingsoftCloud
KiniksaPharm
KC
KNSA
...
...
dd
dd
15.54
13.14
+0.36
–0.48
...
...
M 26.42
10.21
15.84
10.05
MotorcarParts
MountRainierAcqn
MPAA
RNERU
...
...
23
...
16.68
10.07
–0.58
–0.08
...
...
21.28
14.45
15.53
9.75
OldNatlBncp
Old2ndBcp
ONB
OSBC
3.1
1.6
10
10
17.90
12.63
+0.59
–0.11
.14
.05
31.00
34.97
18.63
26.51
PhibroAnimal
PhillipsEdison
PAHC
PECO
2.3
3.5
17
cc
20.72
31.20
+0.98
–0.51
.12
.09
10.10
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

42.40 15.89 KinnateBio KNTE ... dd 18.40 +1.28 ... 10.30 MountainIAcqn MCAAU ... ... 10.14 –0.04 ... 54.88 8.25 OlemaPharm OLMA ... dd 9.91 +0.29 ... 11.21 10.07 PhoenixBiotech PBAXU ... ... 10.10 –0.01 ...
225.70 153.12 KinsaleCapital KNSL .2 36 224.37 +8.80 .11 79.31 48.68 Macom Tech MTSI ... cc 77.48 +4.00 ... 0.40 0.35 MountainCrestVRt MCAGR ... ... .38 ... ... 42.20 17.54 OlinkHolding OLK ... ... 20.00 +1.38 ... 10.62 9.71 PhoenixBiotech PBAX ... ... 9.91 ... ...
34.45 13.21 Kirkland's KIRK ... 7 14.85 –0.47 ... 14.70 10.56 MeliKaszek MEKA ... ... 11.48 +0.13 ... 10.13 10.01 MountainCrestV MCAGU ... ... 10.10 +0.05 ... 123.52 45.55 Ollie'sBargain OLLI ... 18 48.05 –0.84 ... 0.58 0.42 PhoenixBiotechWt PBAXW ... ... .46 +0.02 ...
36.67 16.77 KnowBe4 KNBE ... dd 23.21 +0.07 ... 82.95 63.00 MGE Energy MGEE 2.0 26 78.84 –0.04 .3875 9.82 9.71 MountainCrestAcqnV MCAG ... ... 9.74 +0.01 ... 40.00 13.02 OlympicSteel ZEUS .4 3 22.61 –2.67 .02 18.57 10.76 Photronics PLAB ... 21 18.51 +1.37 ...
171.21 73.19 KodiakSciences KOD ... dd 94.91 +4.96 ... 89.50 45.61 MGP Ingredients MGPI .6 24 86.84 +2.53 .12 5.22 1.67 MustangBio MBIO ... dd 1.87 –0.01 ... 193.60 109.00 OmegaFlex OFLX 1.0 48 122.95 +4.10 .30 29.70 18.52 PilgrimPride PPC ... dd 27.55 –0.30 ...
181.38 79.76 KornitDigital KRNT ... cc 143.66 +13.14 ... 3.05 1.36 MINDTechnology MIND ... dd 1.63 +0.10 ... 22.00 12.32 Mynaric MYNA ... dd 13.68 +0.83 ... 31.41 12.65 OmegaTherap OMGA ... dd 15.20 +1.27 ... 212.60 51.91 Pinduoduo PDD ... dd 57.71 –0.35 ...
44.95 31.60 KraftHeinz KHC 4.5 19 35.25 –0.26 .40 199.44 138.70 MKS Instrum MKSI .5 18 169.16 +12.13 .22 36.95 17.58 MyriadGenetics MYGN ... dd 27.29 +2.42 ... 23.85 5.45 Omeros OMER ... dd 7.64 +0.31 ... 105.28 62.46 PinnacleFinPtrs PNFP .8 15 93.87 +1.43 .18
34.11 18.83 KratosDefense KTOS ... 32 19.84 +0.19 ... 121.22 54.87 MYR Group MYRG ... 22 106.93 +4.89 ... 187.29 113.01 Omnicell OMCL ... cc 175.66 +0.55 ... 2.99 0.40 PintecTech PT ... dd .46 ... ...
21.69
36.19
12.63
11.03
KrispyKreme
KronosBio
DNUT
KRON
.8
...
dd
dd
16.91
15.40
–0.26
+1.19
.035
...
10.66
36.48
7.37
15.72
Macatawa
Macrogenics
MCBC
MGNX
3.6
... dd
9 8.81
17.38
+0.09
+0.81
.08
... N 10.09
67.27
9.95
31.26
OmniLitAcqn
ON Semi
OLITU
ON
...
...
...
44
10.03
66.76
–0.03
+4.77
...
...
7.90
12.38
2.63
8.07
Pixelworks
PlainsAllAmPipe
PXLW
PAA
...
7.9
dd
dd
4.93
9.10
+0.48
+0.07
...
.18
102.99 38.86 KrystalBiotech KRYS ... dd 72.33 +0.35 ... 142.62 68.56 MadrigalPharm MDGL ... dd 87.26 +9.70 ... 6.57 2.04 Oncocyte OCX ... dd 2.30 +0.14 ... 12.96 8.25 PlainsGP PAGP 7.3 dd 9.92 +0.23 .18
75.29 31.24 Kulicke&Soffa KLIC 1.2 10 55.98 –0.06 .17 99.36 80.39 MagellanHealth MGLN ... 8 94.78 +0.33 ... 52.00 25.27 Napco Security NSSC ... 45 49.83 +1.15 ... 37.86 4.80 Oncorus ONCR ... dd 5.40 +0.05 ... 9.46 5.15 PlayaHotels PLYA ... dd 7.76 +0.67 ...
40.01 12.02 KuraOncology KURA ... dd 16.06 +1.82 ... 14.20 4.62 MagentaTherap MGTA ... dd 5.10 +0.26 ... 42.79 31.02 NBT Bancorp NBTB 2.9 11 37.97 +1.01 .28 39.61 20.95 1-800-FLOWERS FLWS ... 13 22.45 +0.61 ... 13.20 3.65 Playstudios MYPS ... dd 4.18 +0.37 ...
81.47 17.55 KuraSushiUSA KRUS ... dd 77.97 +12.99 ... 25.49 14.38 MagicSoftware MGIC 2.2 37 20.91 ... .234 32.12 14.90 NGM Biopharm NGM ... dd 18.42 +0.04 ... 8.64 6.09 180DegreeCap TURN ... 3 7.29 +0.14 ... 5.30 0.42 PlaystudiosWt MYPSW ... ... .56 +0.04 ...
91.92 29.93 KymeraTherap KYMR ... dd 61.77 +7.80 ... 64.39 15.83 Magnite MGNI ... cc 18.83 +0.51 ... 319.88 211.25 NICE NICE ... cc 306.36 +14.87 ... 59.82 14.91 1LifeHealthcare ONEM ... dd 17.30 –0.11 ... 36.06 16.25 Playtika PLTK ... 26 17.97 +0.21 ...
12.49 7.43 MagyarBancorp MGYR .0 14 12.35 +0.02 .12 26.82 19.43 NMI Holdings NMIH ... 8 21.34 +0.63 ... 45.88 3.01 111 YI ... dd 3.61 +0.29 ... 101.17 72.46 Plexus PLXS ... 20 95.19 +2.76 ...
39.02 22.96 MakeMyTrip MMYT ... dd 28.31 +1.38 ... 9.62 3.84 NN NNBR ... dd 4.09 –0.20 ... 35.46 11.46 1stdibs.com DIBS ... dd 12.75 +0.72 ... 43.92 11.91 PliantTherap PLRX ... dd 15.36 –0.10 ...
L 93.00 60.81 MalibuBoats MBUU ... 12 66.59 +1.33 ... 64.20 4.07 NRX Pharm NRXP ... dd 5.04 –0.55 ... 56.78 26.65 OneWaterMarine ONEW .0 8 53.18 +3.93 1.80 16.50 5.55 PolyPid PYPD ... dd 5.75 –0.20 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

19.38 15.12 MalvernBancorp MLVF ... dd 15.77 +0.27 ... 16.30 1.65 NRX PharmWt NRXPW ... ... 2.32 –0.18 ... 99.89 5.20 Ontrak OTRK ... dd 7.09 +0.89 ... 582.27 305.47 Pool POOL .6 37 549.65 +9.01 .80
10.14 9.18 LamfGlbl I LGVCU ... ... 10.06 –0.01 ... 7.27 1.73 MammothEnergy TUSK ... dd 1.91 +0.07 ... 239.91 154.75 NXP Semi NXPI 1.0 40 227.35 +8.64 .5625 0.55 0.40 OnyxAcqnIWt ONYXW ... ... .47 +0.05 ... 78.00 1.57 PopCulture CPOP ... 10 1.71 –0.04 ...
10.20 9.89 LavaMedtech LVACU ... ... 10.14 –0.04 ... 10.38 10.18 ManaCapAcqn MAAQU ... ... 10.21 –0.04 ... 3.49 0.56 NabrivaTherap NBRV ... dd .61 –0.06 ... 10.21 10.06 OnyxAcqnI ONYXU ... ... 10.13 +0.03 ... 87.15 54.01 Popular BPOP 2.2 7 80.66 +3.36 .45
... ... LAVAMedtechAcqn LVAC ... ... 9.95 ... ... 24.15 15.72 Mandiant MNDT ... dd 17.33 +0.02 ... 94.81 13.90 NanoXImaging NNOX ... dd 17.86 –1.00 ... 9.95 9.81 OnyxAcqnIA ONYX ... ... 9.89 ... ... 57.73 25.72 Portillo's PTLO ... ... 38.34 +6.61 ...
0.50 0.45 LAVAMedtechAcqnWt LVACW ... ... .50 +0.02 ... 188.52 101.18 ManhattanAssoc MANH ... 90 155.28 +4.84 ... 20.63 6.51 Nanobiotix NBTX ... dd 7.87 +0.08 ... 44.00 20.61 OpenLending LPRO ... 23 24.56 +1.85 ... 25.97 16.70 PortmanRidge PTMN 10.2 2 24.25 –0.05 .62
17.20 4.81 LavaTherap LVTX ... ... 5.10 –0.10 ... 49.08 13.65 Mannatech MTEX 2.2 10 36.75 +0.76 1.50 86.42 35.24 NanoStringTech NSTG ... dd 41.79 +2.48 ... 55.25 43.68 OpenText OTEX 1.9 38 47.37 +1.17 .2209 13.98 6.15 PoseidaTherap PSTX ... dd 7.22 +0.38 ...
10.24 9.92 LFCapitalAcqnIIUn LFACU ... ... 10.02 –0.08 ... 6.25 3.03 MannKind MNKD ... dd 4.46 +0.18 ... 5.45 0.92 NantHealth NH ... dd 1.11 +0.08 ... 39.24 12.65 OpendoorTech OPEN ... dd 14.89 +0.59 ... 104.98 16.08 Poshmark POSH ... dd 18.64 +1.03 ...
188.00 95.54 LGI Homes LGIH ... 8 152.19 +1.68 ... 101.35 66.91 ManTechIntl MANT 2.1 21 71.52 –0.06 .38 214.96 127.59 Nasdaq NDAQ 1.1 30 205.42 +4.35 .54 13.93 6.58 Opera OPRA ... 4 7.19 +0.29 ... 9.07 4.10 Potbelly PBPB ... dd 5.27 +0.22 ...
223.80 108.42 LHC Group LHCG ... 33 135.99 +6.12 ... 63.55 25.32 MaravaiLifeSci MRVI ... 33 42.00 +0.66 ... 129.09 82.63 Natera NTRA ... dd 93.80 –1.84 ... 27.95 15.35 OportunFin OPRT ... 15 21.19 +0.77 ... 65.67 46.94 PotlatchDelt PCH 3.1 8 56.58 –3.93 4.00
60.05 34.11 LKQ LKQ 1.7 17 57.73 +2.00 .25 10.75 9.90 MarblegateAcqn GATEU ... ... 10.08 –0.31 ... 78.89 53.88 Nathan's NATH 2.3 19 60.05 +1.91 .35 16.23 6.07 OptheaADR OPT ... ... 7.42 +0.19 ... 37.28 23.07 PowellIndustries POWL 3.5 cc 29.51 +2.13 .26
176.96 101.90 LPL Financial LPLA .6 29 162.63 +5.33 .25 9.82 9.77 MarblegateAcqn GATE ... ... 9.78 +0.01 ... 98.22 38.73 NationalBeverage FIZZ .0 26 46.64 –0.21 3.00 14.64 9.10 Optibase OBAS ... dd 11.00 +0.02 ... 10.56 9.99 Power&Digital II XPDBU ... ... 10.12 –0.04 ...
11.22 6.31 LSI Inds LYTS 3.0 26 6.67 –0.08 .05 0.63 0.47 MarblegateAcqnWt GATEW ... ... .51 +0.03 ... 6.11 2.41 NatlCineMedia NCMI 7.0 dd 2.86 +0.18 .05 6.85 2.65 OpticalCable OCC ... 6 4.85 –1.59 ... 110.66 73.04 PowerIntegrations POWI .7 36 89.37 +2.00 .15
16.00 12.90 LakeShoreBancorp LSBK 3.7 16 15.22 +0.13 .14 3.67 1.62 Marchex MCHX ... dd 2.71 +0.10 ... 47.40 38.10 NatlInstruments NATI 2.5 cc 43.51 +1.18 .27 5.00 1.46 Optinose OPTN ... dd 1.70 +0.01 ... 9.55 4.65 PowerFleet PWFL ... dd 4.88 –0.31 ...
19.43 12.40 LakelandBcp LBAI 2.9 10 18.64 +0.35 .135 27.26 1.34 MarinSoftware MRIN ... dd 4.30 –0.05 ... 55.67 39.27 NatlResearch NRC 1.2 30 41.51 –0.56 .12 28.60 15.16 OptionCare OPCH ... 61 27.96 +1.89 ... 60.95 12.71 PraxisPrecision PRAX ... dd 20.61 +3.23 ...
79.67 52.06 LakelandFin LKFN 1.7 21 77.99 +2.25 .34 20.04 9.10 MarinusPharma MRNS ... dd 12.26 +1.83 ... 13.25 8.91 NatlSecurity NSEC 2.7 dd 8.99 –1.01 .06 15.94 8.25 OraSureTechs OSUR ... dd 9.25 –0.21 ... 11.10 3.42 Precigen PGEN ... dd 4.10 +0.14 ...
47.95 18.58 LakelandInd LAKE ... 10 21.70 +1.32 ... 3.77 0.98 MarkerTherap MRKR ... dd 1.00 –0.02 ... 65.92 41.58 NationalVision EYE ... 29 47.84 +1.50 ... 9.08 1.16 OrchardTherap ORTX ... dd 1.33 +0.11 ... 16.60 7.72 PrecisionBio DTIL ... dd 8.47 +0.01 ...
719.91 465.50 LamResearch LRCX .9 24 698.72 +29.55 1.50 589.25 341.50 MarketAxess MKTX .6 56 410.67 +0.25 .66 260.00 180.00 NatlWesternLife NWLI .2 4 214.20 +1.20 .36 6.45 1.31 OrganiGram OGI ... dd 2.00 +0.10 ... 72.58 47.84 PreferredBankLA PFBC 2.2 12 69.66 +2.92 .38
123.92 78.06 LamarAdv LAMR 3.4 32 118.33 +3.13 .50 16.97 5.56 MarketWise MKTW ... dd 7.30 +1.43 ... 19.93 10.11 NaturalAlt NAII ... 7 12.52 –0.13 ... 40.72 11.28 OricPharm ORIC ... dd 16.84 +1.86 ... 82.46 57.00 PreformedLine PLPC 1.3 10 60.80 +1.72 .20
201.31 145.79 LancasterColony LANC 2.0 33 162.16 +0.32 .80 23.24 11.35 MarlinBusSvcs MRLN 2.4 7 23.13 +0.07 .14 29.70 19.03 NatusMedical NTUS ... 50 24.77 +0.09 ... 47.58 26.83 OriginBancorp OBNK 1.2 10 42.40 +1.23 .13 95.38 10.96 PreludeTherap PRLD ... dd 13.73 +0.03 ...
12.88 7.65 Landec LNDC ... dd 11.01 +0.29 ... 37.90 15.11 Marqeta MQ ... dd 17.44 +0.56 ... 25.89 4.41 NautilusBiotech NAUT ... dd 6.04 +1.01 ... 77.77 2.55 Orphazyme ORPH ... dd 2.86 +0.06 ... 35.90 21.98 PremierFinl PFC 3.6 9 30.78 +0.60 .28
30.00 20.85 LandmarkBncp LARK 2.7 7 28.73 +0.22 .1905 171.68 115.50 Marriott MAR ... cc 165.19 +15.00 ... 23.80 9.52 Navient NAVI 3.0 4 21.66 +0.36 .16 22.99 15.14 OrthoClinical OCDX ... dd 21.16 +1.71 ... 42.15 32.44 Premier PINC 2.0 19 40.37 +0.76 .20
16.99 4.54 LandosBio LABP ... dd 5.49 +0.54 ... 18.32 14.72 MartenTransport MRTN 1.0 17 16.62 +0.21 .04 22.19 9.66 NavitasSemi NVTS ... dd 15.03 +0.01 ... 48.50 28.65 OrthofixIntl OFIX ... dd 31.52 +1.49 ... 104.90 67.91 PriceSmart PSMT 1.0 23 72.12 +0.53 .35
188.63 132.36 LandstarSystem LSTR .6 20 172.24 +1.90 2.00 3.67 1.40 MartinMidstream MMLP .7 dd 2.79 +0.06 .005 7.53 1.13 NavitasSemiWt NVTSW ... ... 5.01 +0.30 ... 73.91 38.83 OrthoPediatrics KIDS ... dd 60.77 +4.06 ... 16.54 11.60 PrimisFinl FRST 2.7 11 14.97 +0.53 .10
31.60 13.01 Lantheus LNTH ... dd 29.41 +2.27 ... 93.85 37.92 MarvellTech MRVL .3 dd 87.68 +3.65 .06 86.48 46.94 nCino NCNO ... dd 56.95 –0.41 ... 5.99 0.98 OsmoticaPharm OSMT ... dd 1.18 +0.20 ... 41.76 21.47 PrimorisSvcs PRIM 1.0 11 24.33 +1.28 .06
18.71 7.86 Largo LGO ... 21 9.47 +1.16 ... 305.21 205.10 Masimo MASI ... 73 293.34 +13.26 ... 26.75 10.59 NektarTherap NKTR ... dd 15.67 +2.00 ... 11.60 2.97 OtonomoTech OTMO ... dd 3.52 –0.18 ... 74.30 47.52 PrincipalFin PFG 3.6 12 71.58 –0.06 .64
23.95 7.00 LarimarTherap LRMR ... dd 10.60 –0.40 ... 33.63 23.61 MasterCraftBoat MCFT ... 9 26.27 +0.82 ... 73.54 24.53 NeoGames NGMS ... 70 28.40 +1.93 ... 2.65 0.30 OtonomoTechWt OTMOW ... ... .30 –0.09 ... 50.77 20.20 PriviaHealth PRVA ... dd 26.19 +2.62 ...
10.02 9.98 LarkspurHealth LSPRU ... ... 10.00 ... ... 182.00 118.51 MatchGroup MTCH ... 69 133.44 +6.79 ... 48.85 38.62 Neogen NEOG ... 84 44.41 +0.02 ... 6.98 1.14 Otonomy OTIC ... dd 2.30 +0.13 ... 11.98 7.99 Procaps PROC ... dd 9.58 +0.73 ...
19.70 7.01 Latch LTCH ... dd 7.92 +0.34 ... 87.40 18.50 Materialise MTLS ... cc 24.53 –0.41 ... 17.95 4.60 NeoleukinTherap NLTX ... dd 5.52 +0.44 ... 71.51 39.35 OtterTail OTTR 2.3 20 68.87 +1.74 .39 1.65 0.44 ProcapsWt PROCW ... ... .85 +0.03 ...
6.36 1.56 LatchWt LTCHW ... ... 1.97 +0.12 ... 16.32 6.52 MatrixService MTRX ... dd 7.14 +0.09 ... 34.44 13.88 NerdWallet NRDS ... dd 15.13 +0.06 ... 20.99 13.00 Outbrain OB ... dd 14.23 +0.27 ... 20.66 14.73 ProfessionalHldg PFHD ... 12 18.98 –0.02 ...
34.73 12.69 Latham SWIM ... dd 24.56 +2.39 ... 23.31 16.85 Mattel MAT ... 9 20.69 +0.06 ... 6.97 3.84 Net1UEPS UEPS ... dd 5.41 +0.36 ... 61.00 36.03 OutsetMedical OM ... dd 45.41 +0.62 ... 7.86 0.66 Progenity PROG ... dd 2.23 –0.46 ...
85.45 37.38 LatticeSemi LSCC ... cc 75.67 +3.56 ... 37.60 10.45 Matterport MTTR ... dd 23.22 +0.43 ... 94.69 58.83 NetApp NTAP 2.2 22 90.63 +2.57 .50 112.30 46.75 Overstock OSTK ... 31 62.85 –1.53 ... 53.99 39.91 ProgressSoftware PRGS 1.4 27 48.32 +1.53 .175
19.02 9.41 LaureateEduc LAUR .0 dd 12.18 +1.01 .58 25.83 2.70 MatterportWt MTTRW ... ... 11.64 +0.36 ... 134.33 77.97 NetEase NTES .8 35 97.84 +4.09 .225 4.80 2.25 OvidTherap OVID ... 2 3.39 +0.14 ... 68.32 38.61 Progyny PGNY ... 57 51.47 +1.62 ...
62.10 44.15 LawsonProducts LAWS ... 43 48.05 +1.37 ... 43.75 27.62 MatthewsIntl MATW 2.5 cc 35.73 +0.83 .22 700.99 478.54 Netflix NFLX ... 55 614.09 +27.36 ... 8.53 5.15 OxfordLane OXLC 11.8 2 7.63 +0.18 .075 10.36 9.84 ProjectEnReimagUn PEGRU ... ... 9.93 +0.03 ...
4.17 1.33 LeapTherap LPTX ... dd 2.95 +0.24 ... 17.44 8.53 MaxCyte MXCT ... ... 10.84 +0.83 ... 46.38 26.07 Netgear NTGR ... 11 29.11 +0.60 ... 5.22 2.98 OxfordSquare OXSQ 10.3 3 4.08 +0.20 .035 0.60 0.48 ProjectEnerReimag PEGRW ... ... .48 ... ...
41.00 11.50 LeeEnterprises LEE ... 10 38.99 +3.50 ... 57.97 14.01 MaxeonSolar MAXN ... dd 15.03 –0.58 ... 34.87 24.82 NetScout NTCT ... 67 33.23 +0.77 ... 25.89 9.86 OysterPtPharma OYST ... dd 16.62 +2.48 ... 39.98 16.11 PrometheusBio RXDX ... dd 38.15 +8.34 ...
28.84 13.95 LegacyHousing LEGH ... 13 25.78 +0.96 ... 75.86 30.47 MaxLinear MXL ... dd 74.09 +4.40 ... 120.27 78.31 Neurocrine NBIX ... 19 85.09 –1.54 ... 68.77 29.89 OzonHoldings OZON ... dd 30.74 –1.69 ... 9.46 4.00 ProQR Therap PRQR ... dd 8.20 +0.77 ...
40.94 15.01 LegalZoom LZ ... dd 16.14 –0.28 ... 10.36 10.09 MaxproCapitalAcqn JMACU ... ... 10.28 +0.01 ... 22.43 3.75 Neuronetics STIM ... dd 4.60 +0.27 ... 9.25 5.37 ProspectCapital PSEC 8.5 3 8.43 +0.31 .06
...
10.12
...
9.98
LegatoMergerII
LegatoMergerIIUn
LGTO
LGTOU
...
...
...
...
9.75
10.10
...
+0.08
...
...
9.99
0.51
9.85
0.37
MaxproCapA
MaxproCapWt
JMAC
JMACW
...
...
...
...
9.93
.39
+0.01
+0.01
...
...
27.38
65.90
8.29
20.75
NeuroPace
NewFortressEner
NPCE
NFE
...
1.6
dd
dd
9.73
25.25
–0.18
+2.27
...
.10 PQ 50.54
25.39
12.80
6.06
ProtagonistTherap
ProtaraTherap
PTGX
TARA
...
...
dd
dd
34.25
6.90
+3.89
+0.23
...
...
... ... LegatoMergerIIWt LGTOW ... ... .52 ... ... 32.83 15.84 McAfee MCFE 1.7 dd 25.73 +0.01 .115 14.11 11.15 NewMtnFin NMFC 8.8 6 13.58 +0.44 .30 31.06 8.26 Proterra PTRA ... dd 9.00 +0.17 ...
58.00 23.41 LegendBiotech LEGN ... dd 48.72 +1.97 ... 87.53 63.27 McGrathRent MGRC 2.2 21 79.60 +4.24 .435 10.50 9.97 NewProvidenceAcqnII NPABU ... ... 10.12 +0.05 ... 81.77 21.92 PAM Transport PTSI ... 12 65.73 +1.47 ... 79.75 10.72 Prothena PRTA ... 47 48.39 +1.40 ...
64.50 38.01 LeMaitreVascular LMAT .9 39 51.54 +3.33 .11 10.20 10.05 McLarenTech MLAIU ... ... 10.06 –0.01 ... 4.93 3.51 NY Mortgage NYMT 10.5 8 3.81 +0.07 .10 9.70 4.71 P&FIndustries PFIN ... 46 5.85 –0.23 ... 20.05 5.56 ProventionBio PRVB ... dd 6.18 +0.12 ...
372.64 105.00 LendingTree TREE ... cc 125.90 +5.10 ... ... ... McLarenTechA MLAI ... ... 9.82 ... ... 10.20 10.01 NewcourtAcqn NCACU ... ... 10.15 +0.10 ... 23.50 10.00 PCB Bancorp PCB 2.2 10 21.97 +0.11 .12 18.48 14.50 ProvidentFin PROV 3.4 14 16.65 +0.04 .14
32.84 19.80 Leslie's LESL ... 37 23.39 +0.68 ... ... ... McLarenTechWt MLAIW ... ... .46 ... ... 10.00 9.88 NewcourtAcqnA NCAC ... ... 9.98 –0.02 ... 55.21 40.91 PCConnection CNXN .0 18 44.14 –0.22 1.00 15.95 11.15 PrudentialBncp PBIP 2.1 14 13.65 +0.35 .07
40.70 17.90 LevelOneBncp LEVL .6 9 38.88 +0.32 .06 9.50 4.81 MedallionFin MFIN ... 5 8.45 –0.16 ... 0.70 0.49 NewcourtAcqnWt NCACW ... ... .49 –0.05 ... 11.05 5.33 PCTEL PCTI 3.9 60 5.58 +0.02 .055 76.96 21.61 PubMatic PUBM ... 39 34.81 –0.23 ...
9.65 3.18 LexiconPharm LXRX ... dd 4.36 +0.49 ... 10.81 2.69 MediciNova MNOV ... dd 2.79 –0.06 ... 30.10 20.36 NewellBrands NWL 4.3 15 21.41 –0.34 .23 59.00 19.22 PDC Energy PDCE 1.0 cc 48.61 +2.07 .50 69.48 28.87 Pulmonx LUNG ... dd 33.02 +1.84 ...
15.42 3.35 LexinFintech LX ... 2 3.68 –0.01 ... 6.22 2.20 MediWound MDWD ... dd 2.26 –0.18 ... 10.10 9.64 NewHoldInvtII NHICU ... ... 9.98 –0.05 ... 33.78 16.44 PDF Solutions PDFS ... dd 31.33 +2.13 ... 14.14 2.78 PumaBiotech PBYI ... dd 3.46 –0.12 ...
37.65 15.98 LiAuto LI ... dd 30.42 +0.48 ... 231.00 130.74 Medpace MEDP ... 46 223.37 +8.50 ... 17.97 6.56 Newmark NMRK .2 6 17.37 +1.52 .01 15.75 9.39 PDLCommBncp PDLB ... 20 14.71 –0.09 ... 65.90 35.00 PureTechHealth PRTC ... dd 36.99 –4.17 ...
16.37 7.03 LianBio LIAN ... ... 7.30 –0.35 ... 23.15 11.60 MeiraGTx MGTX ... dd 22.40 +1.38 ... 27.97 17.74 NewsCorp A NWSA .9 27 22.33 +1.05 .10 63.04 10.33 PLBY Group PLBY ... dd 28.90 +1.61 ... 41.08 8.79 PurpleInnovation PRPL ... dd 13.50 +1.75 ...
188.76 138.04 LibertyBroadbandA LBRDA .0 48 157.51 +3.58 .4375 23.65 8.87 MelcoResorts MLCO ... dd 10.44 +1.10 ... 26.21 17.55 NewsCorp B NWS .9 27 22.55 +1.05 .10 63.22 19.73 PMV Pharm PMVP ... dd 23.48 +0.52 ... 9.11 3.69 Puyi PUYI ... dd 6.35 –0.20 ...
194.05 142.63 LibertyBroadbandC LBRDK ... 48 158.85 +3.34 ... 2020.00 1018.73 MercadoLibre MELI ... cc 1262.73 +75.18 ... 38.78 17.93 NewtekBusSvcs NEWT 11.3 ... 27.88 +0.66 .65 48.82 32.78 PRA Group PRAA ... 12 48.47 +1.11 ... 19.00 7.90 PyxisOncology PYXS ... ... 9.81 +1.31 ...
30.58 23.19 LibertyGlobal A LBTYA ... 1 28.17 +1.04 ... 37.33 26.50 MercantileBank MBWM 3.4 9 35.06 +0.21 .30 28.00 4.58 NexImmune NEXI ... dd 4.85 –0.36 ... 47.73 24.40 ProceptBio PRCT ... ... 27.04 +1.58 ... 3.98 0.27 Q&K Intl QK ... dd .45 ... ...
38.89 22.58 LibertyGlobal B LBTYB ... 1 27.30 –0.95 ... 10.16 10.02 MercatoPtrsAcqn MPRAU ... ... 10.03 –0.04 ... 171.16 103.94 NexstarMedia NXST 1.8 7 152.78 +5.96 .70 153.73 105.49 PTC PTC ... 30 120.51 –0.24 ... 61.19 37.71 QCR Holdings QCRH .4 10 55.29 +0.92 .06
30.49 23.10 LibertyGlobal C LBTYK ... 1 28.41 +0.99 ... 18.14 9.51 MercerIntl MERC 2.3 9 11.49 +0.05 .065 14.40 5.53 NextCure NXTC ... dd 6.18 +0.33 ... 70.82 34.85 PTC Therap PTCT ... dd 41.86 +2.75 ... 12.18 7.39 QIWI QIWI 13.7 2 7.69 +0.19 .30
14.79 9.97 LibertyLatAmA LILA ... 20 11.68 +0.27 ... 88.96 44.44 MercurySystems MRCY ... 79 55.92 +5.31 ... 13.25 6.40 Nexters GDEV ... ... 8.01 +0.02 ... 103.19 77.96 Paccar PCAR 1.6 17 84.95 +1.45 .34 22.00 2.81 QilianIntl QLI ... ... 2.85 –0.10 ...
14.96 9.74 LibertyLatAmC LILAK ... 19 11.48 +0.30 ... 4.71 1.51 MereoBioPharma MREO ... dd 1.62 –0.09 ... 2.02 0.50 NextersWt GDEVW ... ... .68 –0.07 ... 53.69 18.26 PacBiosciCA PACB ... dd 21.42 +0.38 ... 201.68 142.17 Qorvo QRVO ... 16 152.07 +4.39 ...
59.11 34.57 LibertyFormOne A FWONA ... dd 57.53 +1.40 ... 30.65 17.00 MeridianBiosci VIVO ... 12 19.98 +0.41 ... 23.80 13.64 NextGenHlthcr NXGN ... dd 17.68 +0.05 ... 47.46 30.38 PacificPremBncp PPBI 3.4 11 38.76 +0.78 .33 192.68 122.17 Qualcomm QCOM 1.5 23 182.74 +5.94 .68
62.42 38.84 LibertyFormOne C FWONK ... dd 61.39 +1.97 ... 38.07 18.50 Meridian MRBK 2.3 6 35.36 +0.03 .20 12.50 8.02 NicholasFin NICK ... 10 11.35 –0.43 ... 80.00 45.05 PaciraBioSci PCRX ... 45 61.66 +3.92 ... 57.28 29.36 QualtricsIntl XM ... dd 35.36 +2.05 ...
34.99 24.75 LibertyBraves A BATRA ... dd 28.71 +0.67 ... 73.85 52.43 MeritMedical MMSI ... 84 63.73 +2.18 ... 30.40 8.86 Nikola NKLA ... dd 11.09 +1.11 ... 18.87 10.57 PactivEvergreen PTVE 3.2 10 12.38 –0.09 .10 148.84 90.26 Qualys QLYS ... 77 139.37 +4.31 ...
31.76 24.60 LibertyBraves C BATRK ... dd 28.21 +0.65 ... 9.45 3.83 MerrimackPharm MACK ... dd 3.92 –0.18 ... 3.50 1.04 9F JFU ... dd 1.14 +0.02 ... 50.42 24.27 PacWestBancorp PACW 2.3 9 44.19 +1.05 .25 92.57 35.02 Quanterix QTRX ... dd 43.89 +1.08 ...
56.26 39.40 LibertySirius A LSXMA ... dd 50.10 +1.65 ... 29.09 4.84 MersanaTherap MRSN ... dd 6.28 +0.55 ... 79.60 22.21 908Devices MASS ... dd 26.64 +0.47 ... 566.84 311.56 PaloAltoNtwks PANW ... dd 561.78 +31.64 ... 9.47 4.83 Quantum QMCO ... dd 5.19 +0.12 ...
December 27, 2021 BARRON’S 53

Nasdaq Issues
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.
25.00 5.33 Quantum-Si QSI ... dd 8.16 +1.92 ... 28.58 19.20 SagaComm SGA 2.7 15 24.02 –0.29 .50 184.71 105.45 Splunk SPLK ... dd 115.92 +4.58 ... 29.18 18.92 TivityHealth TVTY ... 11 25.94 +1.16 ... 242.99 176.36 VertxPharm VRTX ... 27 223.45 +8.91 ...
11.50 1.01 Quantum-SiWt QSIAW ... ... 1.92 +0.82 ... 10.20 9.97 SagaliamAcqn SAGAU ... ... 9.98 –0.02 ... 12.86 7.16 SpokHoldings SPOK 5.7 dd 8.72 –0.17 .125 5.24 0.85 TizianaLife TLSA ... dd .96 +0.02 ... 78.00 29.50 VerveTherap VERV ... dd 41.32 +2.05 ...
10.48 0.78 Quhuo QH ... dd .82 –0.16 ... 98.39 36.13 SageTherap SAGE ... 3 43.07 +1.59 ... 28.22 13.98 Sportradar SRAD ... ... 18.59 +0.89 ... 2.12 0.38 TonixPharm TNXP ... dd .40 –0.01 ... 12.40 9.24 ViaRenewables VIA 6.6 12 11.02 –0.11 .1813
265.00 103.31 Quidel QDEL ... 7 137.39 –24.36 ... 365.50 171.16 Saia SAIA ... 39 323.53 +18.50 ... 18.05 10.49 SportsmansWrhs SPWH ... 6 11.49 +0.43 ... 10.16 6.93 Torm TRMD ... dd 7.99 +0.15 ... 101.60 31.80 ViacomCBS A VIACA 2.8 7 34.28 +1.08 .24
25.99 13.23 QuinStreet QNST ... 82 18.34 +0.61 ... 6.82 1.02 SalemMedia SALM ... 3 3.15 +0.22 ... 11.16 10.03 SportsMapTech SMAPU ... ... 10.35 +0.13 ... 39.92 24.81 TowerSemi TSEM ... 33 38.40 +1.88 ... 101.97 28.29 ViacomCBS B VIAC 3.1 6 30.58 +1.06 .24
6.42 1.69 Quotient QTNT ... dd 2.49 +0.23 ... 44.60 15.37 SanaBiotech SANA ... dd 16.38 –0.43 ... 10.03 9.79 SportsMapTech SMAP ... ... 9.84 +0.01 ... 34.32 21.76 TowneBank TOWN 2.5 10 31.56 +0.83 .20 69.16 7.95 ViantTech DSP ... dd 10.19 +1.44 ...
17.39 7.07 QurateRetailB QRTEB .0 3 7.31 –0.49 1.25 0.63 0.45 SanabyHlthIWt SANBW ... ... .50 +0.02 ... 0.65 0.47 SportsMapTechWt SMAPW ... ... .47 –0.05 ... 238.28 138.14 TractorSupply TSCO .9 29 228.27 +1.62 .52 68.76 31.16 ViaSat VSAT ... 95 45.46 –0.70 ...
14.62 6.74 QurateRetailA QRTEA .0 3 7.66 –0.01 1.25 10.25 10.05 SanabyHealthI SANBU ... ... 10.14 ... ... 96.48 51.72 SpringWorks SWTX ... dd 70.80 +0.61 ... 114.09 46.71 TradeDesk TTD ... 99 96.05 +6.06 ... 18.86 11.96 Viatris VTRS 3.2 dd 13.63 +0.60 .11
56.40 2.72 Qutoutiao QTT ... dd 3.02 –0.10 ... 10.10 9.87 SanabyHlthIA SANB ... ... 9.92 +0.02 ... 29.35 19.13 SproutsFarmersMkt SFM ... 12 27.98 –0.33 ... 99.49 59.35 Tradeweb TW .3 87 98.89 +3.95 .08 18.14 14.57 ViaviSolutions VIAV ... dd 17.10 +0.41 ...
200.00 125.55 SandersonFarms SAFM .9 9 187.50 –2.90 .44 28.49 2.25 SpruceBio SPRB ... dd 3.72 –1.31 ... 17.18 6.85 TransActTechs TACT ... dd 10.61 +0.45 ... 164.76 74.08 Vicor VICR ... 94 123.99 +2.99 ...
R 51.31
94.97
31.25
76.90
SandySpringBncp
Sanfilippo
SASR
JBSS
2.7
.8 16
9 47.57
89.32
+0.65
+0.91
.32
2.30
163.08
11.04
74.88
2.35
StaarSurgical
Stagwell
STAA
STGW
...
...
cc
dd
96.26
8.98
+4.41
+0.79
...
...
101.05
7.00
32.26
2.35
Transcat
TransCodeTherap
TRNS
RNAZ
...
...
60
dd
92.90
2.68
+3.69
+0.10
...
...
43.09
16.28
15.69
8.52
VictoryCapital
VidlerWater
VCTR
VWTR
1.4
...
10
25
36.71
12.33
+2.00
+0.02
.17
...
19.43 7.05 SangamoTherap SGMO ... dd 8.58 +0.41 ... 26.00 8.24 StarBulkCarriers SBLK 14.3 5 21.05 +1.19 1.25 49.50 17.20 TransMedics TMDX ... dd 21.02 +0.35 ... 13.31 3.45 View VIEW ... ... 4.57 +0.75 ...
43.26 14.89 RaptTherap RAPT ... dd 36.62 +4.31 ... 29.95 ... SangomaTechs SANG ... dd 16.67 +0.12 ... 5.40 2.25 StarEquity STRR ... dd 2.84 +0.21 ... 64.58 22.00 TravelCenters TA ... 19 51.68 +1.06 ... 2.94 0.50 ViewWt VIEWW ... ... .75 +0.09 ...
27.47 15.31 RBB Bancorp RBB 2.1 10 25.16 +1.30 .13 43.63 30.59 Sanmina SANM ... 10 40.59 +2.05 ... 126.32 95.92 Starbucks SBUX 1.7 32 112.37 +3.74 .49 19.83 8.67 Travelzoo TZOO ... 29 10.16 +0.16 ... 8.25 3.79 ViewRay VRAY ... dd 5.46 +0.04 ...
250.52 160.51 RBC Bearings ROLL ... 66 205.02 +4.71 ... 54.26 45.17 Sanofi SNY 2.7 18 49.83 +0.95 1.9061 51.90 16.16 StateAutoFin STFC .8 32 51.59 +0.02 .10 33.09 12.75 TravereTherap TVTX ... dd 31.17 +1.41 ... 10.09 4.41 VikingTherap VKTX ... dd 5.18 +0.27 ...
81.65 35.00 RCI Hospitality RICK .2 22 72.69 +9.02 .04 38.32 24.30 SapiensInt SPNS ... 45 34.24 +0.11 ... 2.58 0.68 StealthBioTher MITO ... dd .81 –0.06 ... 37.17 15.00 TreaceMed TMCI ... dd 17.27 +0.73 ... 26.31 21.00 VillageSuper A VLGEA 4.5 13 22.35 +0.05 .25
12.49 1.65 RCM Tech RCMT ... 24 7.08 +0.49 ... 11.80 5.95 SarcosTech&Robotic STRC ... dd 9.52 +1.08 ... 2.89 1.98 StealthGas GASS ... 30 2.26 ... ... 19.57 7.60 TreanInsurance TIG ... 18 8.33 +0.15 ... 58.00 17.10 Vimeo VMEO ... ... 18.42 +0.18 ...
16.66 3.40 REE Automotive REE ... dd 5.04 +0.95 ... 1.95 0.51 SarcosTechRobotWt STRCW ... ... 1.83 +0.44 ... 74.37 33.77 SteelDynamics STLD 1.7 6 61.65 –0.69 .26 23.76 13.48 TremorIntl TRMR ... ... 15.24 +0.48 ... 19.46 9.65 VinciPartnersInvt VINP 4.1 16 11.23 +0.25 .30
12.30 0.67 REEAutoWt REEAW ... ... .99 +0.25 ... 180.41 65.30 SareptaTherap SRPT ... dd 91.56 +3.66 ... 55.19 28.52 StepStone STEP 1.4 13 41.74 +1.86 .15 3.64 0.66 TreviTherap TRVI ... dd .75 +0.06 ... 13.48 8.88 VintageWineEstates VWE ... dd 10.76 +0.76 ...
50.26 27.02 REGENXBIO RGNX ... dd 34.78 +2.24 ... 7.48 4.06 SatsumaPharm STSA ... dd 4.75 +0.08 ... 79.97 55.76 Stericycle SRCL ... cc 58.54 +0.09 ... 9.31 3.55 Tricida TCDA ... dd 9.21 +0.71 ... 18.99 2.16 ViomiTech VIOT ... 7 2.45 +0.07 ...
9.63 4.61 RF Industries RFIL ... 14 7.42 +0.39 ... 3.58 1.03 Savara SVRA ... dd 1.29 +0.11 ... 28.99 18.78 SterlingCheck STER ... dd 19.88 +0.50 ... 51.66 34.30 TriCoBancshares TCBK 2.4 11 41.99 +0.56 .25 25.32 11.28 ViperEnergyPtrs VNOM 7.2 dd 21.11 +0.64 .38
26.02 21.32 RGC Resources RGCO 3.5 18 22.00 +0.26 .195 40.83 23.47 ScanSource SCSC ... 13 34.55 +1.34 ... 29.67 17.44 SterlingCnstr STRL ... 13 26.00 +0.50 ... 38.72 27.86 TriMas TRS .5 22 34.76 +0.83 .04 141.01 25.31 VirBiotech VIR ... dd 41.75 –12.17 ...
7.00 0.50 RISE Education REDU ... dd .53 –0.03 ... 59.34 27.72 SchnitzerSteel SCHN 1.5 9 51.27 +1.60 .1875 51.56 32.31 StevenMadden SHOO 1.4 25 44.44 –0.16 .15 96.49 65.28 Trimble TRMB ... 39 86.11 +0.68 ... 24.80 3.28 ViractaTherap VIRX ... dd 3.87 +0.02 ...
10.08 10.00 ROCEnergyAcqnUn ROCAU ... ... 10.05 ... ... 70.00 21.84 ScholarRock SRRK ... dd 25.39 +0.26 ... 113.76 17.47 StitchFix SFIX ... dd 19.74 +1.03 ... 6.82 1.40 TrinityBiotech TRIB ... 2 1.58 –0.01 ... 4.61 2.27 VircoMfg VIRC ... dd 3.02 –0.10 ...
31.28 18.71 R1RCM RCM ... dd 24.29 +0.06 ... 41.18 23.84 Scholastic SCHL 1.5 40 40.42 +2.37 .15 67.40 39.36 StockYardsBncp SYBT 1.8 22 61.66 +0.87 .28 17.79 13.46 TrinityCapital TRIN 7.3 5 17.27 +0.93 .36 32.35 23.19 VirtuFinancial VIRT 3.4 7 28.39 –0.35 .24
26.43 12.47 RackspaceTech RXT ... dd 14.20 +0.68 ... 117.00 33.88 Schrodinger SDGR ... dd 35.90 –2.29 ... 71.58 17.76 StokeTherap STOK ... dd 21.57 +1.93 ... 45.19 21.40 Trip.com TCOM ... 12 23.79 +0.93 ... 338.80 200.94 VirtusInvtPtrs VRTS 2.0 12 296.46 +6.73 1.50
18.79 10.62 RadiusGlbInfr RADI ... dd 16.20 +0.08 ... 10.30 9.90 SchultzeSpacII SAMAU ... ... 10.09 –0.03 ... 95.12 14.02 StoneCo STNE ... dd 17.41 +1.77 ... 64.95 23.52 TripAdvisor TRIP ... dd 27.26 +1.58 ... 10.21 10.05 VisionSensingAcqn VSACU ... ... 10.18 +0.10 ...
26.16 6.59 RadiusHealth RDUS ... dd 7.14 +0.08 ... 16.80 9.67 SchultzeSpecII A SAMA ... ... 9.85 –0.35 ... 72.34 52.31 StoneX SNEX ... 11 61.26 +2.46 ... 31.24 16.34 TriStateCapital TSC ... 17 29.96 +0.54 ... ... ... VisionSensingA VSAC ... ... 9.87 ... ...
38.84 17.68 RadNet RDNT ... 47 30.36 +1.87 ... 0.63 0.43 SchultzeSpecIIWt SAMAW ... ... .52 +0.07 ... 56.95 17.82 Stratasys SSYS ... dd 23.95 –0.50 ... 15.45 2.53 Triterras TRIT ... 56 2.64 –0.36 ... ... ... VisionSensingWt VSACW ... ... .44 ... ...
39.78 24.93 Radware RDWR ... cc 38.34 +2.10 ... 15.10 8.42 Science37 SNCE ... dd 12.83 +0.66 ... 99.14 52.67 StrategicEd STRA 4.1 36 58.56 +0.26 .60 136.01 47.50 TriumphBancorp TBK ... 25 113.13 +2.79 ... 147.55 91.61 Visteon VC ... cc 110.14 +3.66 ...
23.90 11.04 RainTherap RAIN ... dd 14.13 +2.14 ... 90.20 36.89 ScientificGames SGMS ... 37 67.75 +7.34 ... 67.28 31.89 Strattec STRT ... 10 37.35 +0.55 ... 5.88 1.93 trivago TRVG ... dd 2.15 +0.06 ... 18.61 8.45 VitaCoco COCO ... ... 11.33 +2.19 ...
25.78 8.87 Rallybio RLYB ... dd 11.45 +1.16 ... 22.29 12.25 SciPlay SCPL ... 16 13.49 –1.49 ... 37.36 23.20 StratusProp STRS ... dd 36.90 +1.50 ... 6.25 3.08 TrueCar TRUE ... 5 3.39 +0.17 ... 31.24 15.14 VitalFarms VITL ... cc 17.31 –0.61 ...
19.99 2.67 RamacoRscs METC 1.8 35 12.69 +0.78 .0567 21.52 1.75 ScopusBio SCPS ... dd 1.91 –0.08 ... 35.80 10.43 StrongholdDig SDIG ... ... 12.00 –0.59 ... 158.25 69.74 Trupanion TRUP ... dd 133.60 +4.56 ... 18.48 10.61 Vitru VTRU ... 47 13.33 +0.33 ...
29.60 17.07 Rambus RMBS ... ... 28.96 +1.53 ... 8.20 3.48 scPharm SCPH ... dd 5.34 +0.49 ... 28.00 20.00 SummitFin SMMF 2.6 8 27.37 +0.29 .18 41.47 29.78 TrustcoBank TRST 4.3 11 32.94 +0.47 .35 14.35 9.38 VividSeats SEAT .0 dd 10.81 +1.11 .23
27.40 17.68 RandolphBancorp RNDB 2.5 9 24.44 –0.59 .15 24.78 14.12 ScrippsEW SSP ... 19 19.73 +1.03 ... 20.00 11.25 SummitStateBk SSBI 3.1 7 15.35 +0.21 .12 36.31 26.60 Trustmark TRMK 2.9 12 32.05 –0.18 .23 4.00 0.86 VividSeatsWt SEATW ... ... 2.80 +0.53 ...
35.31 9.82 RangerOil ROCC ... dd 26.57 +1.19 ... 3.44 0.66 SeaChange SEAC ... dd 1.83 +0.29 ... 12.30 2.23 SummitTherap SMMT ... dd 3.03 –1.95 ... 14.71 4.53 TScanTherap TCRX ... ... 4.86 +0.01 ... 20.36 14.53 Vodafone VOD 10.2 dd 15.22 +0.02 .5324
36.27 9.24 RaniTherap RANI ... dd 18.60 +0.82 ... 40.93 28.52 SeacoastBkgFL SBCF 1.5 17 34.54 +1.25 .13 46.37 12.90 SumoLogic SUMO ... dd 14.29 –0.16 ... 5.28 0.80 Tuniu TOUR ... dd .98 +0.13 ... 20.85 10.85 Vonage VG ... dd 20.76 +0.11 ...
27.04 9.04 RapidMicro RPID ... dd 11.34 +0.11 ... 116.93 58.04 Seagate STX 2.5 16 111.42 +6.91 .70 44.13 23.97 SunCountryAir SNCY ... 23 27.94 +3.03 ... 141.30 34.58 TurningPtTherap TPTX ... dd 49.80 +5.01 ... 63.62 10.48 VorBiopharma VOR ... dd 13.16 –0.17 ...
145.00 72.02 Rapid7 RPD ... dd 121.35 +3.20 ... 199.00 133.20 Seagen SGEN ... dd 158.54 +8.39 ... 17.07 5.81 SunOpta STKL ... dd 6.80 +0.20 ... 38.70 19.62 TurtleBeach HEAR ... 15 24.47 –0.90 ... 9.15 2.46 VoyagerTherap VYGR ... dd 2.93 –0.06 ...
13.23 9.21 RattlerMidstrm RTLR 9.3 13 10.72 –0.15 .25 57.52 19.34 SunPower SPWR ... 12 20.73 –0.71 ... 53.33 10.12 Vroom VRM ... dd 11.00 –0.33 ...
10.56 9.99 SeaportCalibre SCMAU ... ... 10.14 +0.10 ... 79.84 27.24 TuSimple TSP ... dd 36.75 +4.27 ...
12.75 4.56 RealGoodFood RGF ... ... 6.05 +1.15 ... ... ... SeaportCalibreMtls SCMAW ... ... .40 ... ... 100.93 30.27 SunRun RUN ... dd 34.65 +0.42 ... 18.16 6.42 23andMe ME ... dd 7.43 +0.29 ...
6.66
30.22
0.94
9.75
RealNetworks
RealReal
RNWK
REAL
...
...
dd
dd
1.06
11.67
+0.05
+1.28
...
...
10.25
11.00
9.93
9.67
SeaportGlblAcqnII
SeaportGlblAcqnII
SGIIU
SGII
...
...
...
...
10.00
9.83
–0.04
–0.02
...
...
47.14
29.33
30.22
20.11
SuperMicroComp
SuperiorGroup
SMCI
SGC
...
2.2
20
10
42.72
21.73
+1.78
+0.71
...
.12
16.20
214.07
7.35
73.18
TwinDisc
TwistBiosci
TWIN
TWST
...
...
dd
dd
11.21
84.50
+0.70
–1.42
...
... W
153.41 26.91 ReataPharm RETA ... dd 28.06 –1.35 ... 0.60 0.43 SeaportGlbAcqnIIWt SGIIW ... ... .43 –0.06 ... 34.50 23.15 SupernusPharms SUPN ... 20 30.80 +2.11 ... 64.00 13.77 2seventybio TSVT ... ... 31.01 –1.57 ...
42.81 15.25 RecursionPharm RXRX ... dd 16.78 –1.38 ... 14.40 4.88 SurfaceOncol SURF ... 17 5.20 –0.09 ... 59.74 19.66 2U TWOU ... dd 21.25 –0.28 ... 12.17 3.10 WaveLifeSci WVE ... dd 3.70 +0.54 ...
22.97 11.86 SeaSpine SPNE ... dd 12.95 +0.26 ... 333.42 207.11 WD-40 WDFC 1.3 48 245.04 +8.22 .78
65.07 46.10 RedRiverBcshs RRBI .5 13 54.65 +1.64 .07 3.23 0.33 SecooHolding SECO ... ... .42 –0.01 ... 3.27 0.69 Surgalign SRGA ... dd .85 +0.10 ... 31.36 11.37 TyraBiosciences TYRA ... ... 14.83 +2.32 ...
41.34 14.36 RedRobin RRGB ... dd 17.16 +1.33 ... 69.58 26.42 SurgeryPartners SGRY ... dd 53.49 +6.62 ... 56.08 40.64 WSFS Financial WSFS 1.0 9 50.46 +2.96 .13
26.89 12.78 SecureWorks SCWX ... dd 16.21 –1.20 ... 16.79 14.25 WVS Financial WVFC 2.6 23 15.20 –0.05 .10
58.74
27.22
23.04
7.69
RedRockResorts
Redbox
RRR
RDBX
.0
...
38
92
52.65
7.97
+3.68
–0.65
3.00
...
10.18
86.55
7.34
19.92
SecurityNatFin
Seer
SNFCA
SEER
...
... dd
5 9.09
23.77
+0.39
+0.96
...
...
62.27
28.30
37.82
14.03
Surmodics
SutroBioph
SRDX
STRO
...
...
cc
dd
48.20
14.25
+2.96
–1.56
...
... U 41.13
4.33
15.67
0.80
WW Intl
Waitr
WW
WTRH
...
...
23
25
16.15
.85
–0.78
–0.01
...
...
4.40 0.48 RedboxWt RDBXW ... ... 1.03 –0.17 ... 5.70 2.67 SelectaBiosci SELB ... dd 3.57 +0.47 ... 10.00 9.85 SwiftmergeAcqn IVCPU ... ... 9.99 +0.10 ...
98.45 36.79 Redfin RDFN ... dd 40.50 –0.55 ... 15.37 6.75 Synalloy SYNL ... 42 15.19 +1.35 ... 93.09 52.58 UFP Inds UFPI .9 12 87.73 +4.81 .20 57.05 39.03 WalgreensBoots WBA 3.8 17 50.48 +1.63 .4775
91.46 62.81 SelectiveIns SIGI 1.4 11 79.59 –1.58 .28 34.42 15.81 WalkMe WKME ... ... 20.16 –0.01 ...
11.52 2.46 RedHillBio RDHL ... dd 2.64 –0.01 ... 27.18 4.46 Sema4 SMFR ... dd 4.67 –0.13 ... 299.39 84.50 Synaptics SYNA ... 88 278.28 +16.06 ... 109.90 67.33 UMB Fin UMBF 1.4 12 105.19 +3.73 .37
78.07 43.49 RegencyCtrs REG 3.4 37 72.86 +1.31 .625 6.59 2.15 Synchronoss SNCR ... dd 2.60 +0.07 ... 23.56 8.35 USA Truck USAK ... 9 19.32 +1.20 ... 50.23 31.50 WarnerMusic WMG 1.4 74 43.52 +3.19 .15
12.00 1.09 Sema4Wt SMFRW ... ... 1.30 –0.19 ... 36.84 25.13 WashingtonFederal WAFD 2.8 14 32.96 +0.78 .23
686.62 441.00 RegenPharm REGN ... 10 625.38 +6.10 ... 25.68 13.02 SyndaxPharm SNDX ... dd 22.47 +2.28 ... 18.75 10.53 USCenturyBank USCB ... ... 14.63 +1.35 ...
64.37 25.72 RelayTherap RLAY ... dd 33.40 +4.19 ...
10.21 10.05 SemperParatus LGSTU ... ... 10.08 –0.01 ...
104.18 66.02 SyneosHealth SYNH ... 42 100.86 +2.71 ... 45.72 28.91 US Ecology ECOL ... dd 30.56 –0.12 ... 58.73 42.43 WashTrBcp WASH 3.8 13 56.42 +1.24 .54
40.00 16.34 RelmadaTherap RLMD ... dd 22.25 +3.22 ...
94.92 57.97 Semtech SMTC ... 54 86.91 +2.12 ...
5.11 2.07 Synlogic SYBX ... dd 2.45 +0.18 ... 156.00 111.83 US Lime&Min USLM .5 20 129.41 +3.70 .16 22.18 18.00 WaterstoneFinl WSBF 3.7 6 21.65 +0.24 .50
53.65 17.10 RemitlyGlobal RELY ... dd 21.58 +2.36 ... 62.37 36.23 SenecaFoods A SENEA ... 4 48.02 +3.01 ...
368.89 217.69 Synopsys SNPS ... 76 366.15 +18.11 ... 10.28 9.91 UTAAcqnUn UTAAU ... ... 10.06 +0.04 ... 36.69 17.96 WaysideTech WSTG 1.9 18 35.69 +2.54 .17
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

35.71 12.99 Renalytix RNLX ... dd 16.38 +2.36 ... 61.96 37.80 SenecaFoods B SENEB ... 4 46.64 –1.34 ... 14.20 1.93 uCloudlink UCL ... dd 3.30 +0.83 ... 34.95 5.45 WeatherfordIntl WFRD ... dd 27.62 +1.82 ...
26.50 4.74 SenseiBiotherap SNSE ... dd 5.80 –0.25 ... 7.89 1.40 SyprisSolutions SYPR ... 50 2.45 –0.01 ... 64.70 27.30 Weibo WB ... 20 29.75 +0.23 ...
46.97 32.06 Renasant RNST 2.3 12 37.55 +0.69 .22 5.97 2.81 SenstarTech SNT 36.2 8 2.98 +0.04 1.725 15.49 3.30 SyrosPharm SYRS ... dd 3.64 +0.12 ... 32.62 16.21 Udemy UDMY ... ... 19.49 +1.98 ... 19.90 4.65 Wejo WEJO ... ... 6.55 +1.34 ...
17.18 5.95 ReneoPharm RPHM ... dd 8.95 +2.03 ... 15.50 7.55 SeraPrognostics SERA ... dd 8.00 –0.34 ... 417.85 263.93 UltaBeauty ULTA ... 25 392.37 +11.43 ... 3.21 0.48 WejoWt WEJOW ... ... .99 +0.26 ...
4.05
14.08
1.21
7.46
ReNewEnergyWt
ReNewEnergy
RNWWW
RNW
...
...
...
...
1.69
7.91
...
–0.15
...
... 29.90
15.39
5.41
7.95
SeresTherap
ServiceProperties
MCRB
SVC
...
.4
dd
dd
9.17
8.96
+0.86
+0.43
...
.01
T 65.33
179.65
29.92
72.89
UltraClean
UltragenyxPharm
UCTT
RARE
...
...
25
dd
56.18
84.74
+5.04
–0.11
...
... 29.46
23.99
18.86
10.69
Wendy's
WerewolfTherap
WEN
HOWL
1.8
...
28
dd
23.33
12.30
+0.87
–0.11
.12
...
117.00 40.27 RenewableEnergy REGI ... 11 41.75 –2.51 ... 2.18 0.93 ServiceSource SREV ... dd .99 –0.04 ... 11.78 4.92 Ultralife ULBI ... 32 5.96 –0.09 ... 49.76 38.54 WernerEnterprises WERN 1.0 13 46.19 +0.87 .12
67.76 36.99 Rent-A-Center RCII 2.8 17 48.14 +0.97 .34 6.04 0.70 SesenBio SESN ... dd .88 +0.01 ... 14.40 10.11 TCG BDC CGBD 9.1 5 14.02 +0.46 .07 22.03 14.49 Umpqua UMPQ 4.4 9 18.99 +0.58 .21 39.87 28.65 WesBanco WSBC 3.8 10 34.50 +0.89 .33
24.77 8.06 RenttheRunway RENT ... dd 8.80 +0.16 ... 10.15 10.01 7Acqn SVNAU ... ... 10.03 ... ... 35.10 4.57 TCR2 Therap TCRR ... dd 4.77 –0.10 ... 8.60 2.53 UnicoAmerican UNAM ... dd 3.10 +0.42 ... 34.50 18.86 WestBancorp WTBA 3.1 11 31.20 +0.87 .24
46.44 18.38 RepareTherap RPTX ... dd 22.15 +1.06 ... ... ... 7AcqnWt SVNAW ... ... .53 ... ... 18.00 11.03 TelaBio TELA ... dd 12.50 –0.17 ... 37.99 25.05 UnionBankshares UNB 4.4 10 30.29 –0.90 .33 66.85 53.22 WestamericaBncp WABC 3.0 17 56.86 –0.26 .42
327.32 162.29 Repligen RGEN ... cc 264.65 –0.77 ... 79.52 1.20 17Educ&Tech YQ ... dd 1.25 –0.17 ... 21.14 6.39 TFF Pharm TFFP ... dd 9.65 +1.47 ... 42.27 19.50 uniQure QURE ... 3 22.25 +1.02 ... 78.19 48.23 WesternDigital WDC ... 13 61.20 +4.35 ...
46.64 24.85 Replimune REPL ... dd 28.81 +2.57 ... 12.81 4.63 Sharecare SHCR ... dd 4.96 –0.04 ... 22.54 16.95 TFS Fin TFSL 6.4 62 17.68 +0.10 .2825 63.70 38.88 UnitedAirlines UAL ... dd 44.87 +4.09 ... 9.98 6.30 WestNewEngBncp WNEB 2.3 9 8.61 –0.29 .05
57.62 35.28 RepublicBcpKYA RBCAA 2.4 13 51.49 +0.51 .308 4.07 0.69 SharecareWt SHCRW ... ... .82 –0.21 ... 10.43 10.10 TGVentureAcqn TGVCU ... ... 10.22 –0.03 ... 37.71 22.70 UnitedBancshares UBOH 2.8 8 29.00 –3.16 .20 12.95 2.03 WestportFuelSys WPRT ... 30 2.48 +0.12 ...
4.61 2.73 RepublicFirstBncp FRBK ... 13 3.75 +0.29 ... 60.52 7.88 ShattuckLabs STTK ... dd 8.90 +0.05 ... 10.00 9.78 TGVentureAcqn TGVC ... ... 9.82 +0.02 ... 42.50 31.08 UnitedBkshrsWV UBSI 4.0 12 36.04 +1.12 .36 25.50 15.74 WeycoGroup WEYS 4.2 14 22.75 +0.55 .24
11.58 6.84 ReservoirMedia RSVR ... cc 7.86 +0.09 ... 61.53 24.44 ShenandoahTel SHEN .3 1 26.56 +0.38 .07 0.52 0.37 TGVentureAcqnWt TGVCW ... ... .48 +0.07 ... 37.24 26.97 UtdCmtyBks UCBI 2.3 11 34.37 +0.75 .20 54.99 30.01 Willdan WLDN ... dd 32.08 –9.04 ...
2.90 0.72 ReservoirMediaWt RSVRW ... ... 1.38 –0.12 ... 44.04 20.94 ShoalsTech SHLS ... cc 26.05 +0.53 ... 10.18 10.05 TKBCritTech1 USCTU ... ... 10.05 –0.10 ... 36.40 19.85 UnitedFire UFCS 2.6 43 23.33 –0.26 .15 47.78 26.32 WillisLease WLFC ... dd 36.99 +1.99 ...
19.44 11.49 ResourcesConnect RGP 3.2 16 17.77 +0.48 .14 249.73 91.47 ShockwaveMed SWAV ... dd 183.27 +11.30 ... 0.59 0.44 TKBCriticalTech1Wt USCTW ... ... .46 –0.04 ... 18.99 13.68 UnitedGuardian UG 8.0 18 16.35 +0.05 .65 271.87 197.63 WillisTowers WLTW 1.4 13 236.46 +3.58 .80
19.05 12.79 RetailOppor ROIC 2.3 42 18.87 +0.29 .07 46.21 18.04 ShoeCarnival SCVL .7 8 39.27 +1.30 .07 10.15 9.97 TLGY Acqn TLGYU ... ... 10.03 –0.01 ... 8.92 6.67 UnitedSecBcshrs UBFO 5.5 16 8.05 +0.12 .11 12.94 2.88 WiMiHologram WIMI ... dd 3.19 +0.01 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

33.83 12.34 RevanceTherap RVNC ... dd 17.46 +0.83 ... 23.19 12.99 ShoreBancshares SHBI 2.4 15 20.30 +0.57 .12 15.39 1.79 TMCthemetals TMC ... dd 2.05 +0.10 ... 216.90 145.79 UnitedTherap UTHR ... 22 214.04 +17.98 ... 187.35 112.49 Wingstop WING .4 cc 172.97 +8.48 .17
10.07 9.86 RevelstoneCapAcqn RCACU ... ... 10.07 +0.18 ... 3.65 0.26 TMCtheMtlsWt TMCWW ... ... .37 +0.02 ... 14.60 10.07 Uniti UNIT 4.5 98 13.29 +0.44 .15 277.99 165.82 Winmark WINA .7 25 241.88 –0.75 .45
56.18 21.78 RevolutionMed RVMD ... dd 27.55 +1.68 ... 54.50 26.90 Shyft SHYF .2 31 48.42 +2.18 .025 150.20 106.70 T-MobileUS TMUS ... 45 119.91 +0.10 ... 28.91 16.84 UnityBancorp UNTY 1.6 8 25.32 +0.07 .10
32.19 26.50 ReynoldsCnsmr REYN 3.0 19 30.31 +0.06 .23 9.14 3.53 Sientra SIEN ... dd 3.72 –0.02 ... 81.36 14.05 TPIComposites TPIC ... dd 15.68 –0.58 ... 9.78 1.43 UnityBiotech UBX ... dd 1.56 –0.04 ... 97.11 59.88 WintrustFin WTFC 1.4 12 89.39 +2.07 .31
29.42 21.48 SierraBancorp BSRR 3.2 10 27.28 +0.80 .22 224.56 145.82 TRowePrice TROW 2.2 15 195.29 +1.93 1.08 7.38 5.08 WisdomTreeInvs WETF 2.0 53 6.09 +0.17 .03
43.26 8.44 RhythmPharm RYTM ... dd 12.22 +1.88 ... 262.77 139.83 UnivDisplay OLED .5 40 159.43 +5.56 .20 22.40 4.12 WISeKey WKEY ... dd 4.21 –0.09 ...
11.25 5.11 RibbonComms RBBN ... 24 6.08 –0.19 ... 24.00 13.68 SierraOncology SRRA ... dd 22.31 –0.19 ... 113.37 70.39 TTEC TTEC 1.0 28 92.08 +6.00 .47 65.02 35.23 UnivElectro UEIC ... 25 41.32 +1.26 ...
22.22 13.10 SierraWireless SWIR ... dd 16.91 +0.81 ... 362.07 133.00 Wix.com WIX ... dd 162.87 +17.59 ...
12.87 4.45 RichardsonElec RELL 1.9 29 12.40 +0.72 .06 15.36 11.73 TTM Tech TTMI ... 19 14.48 +0.36 ... 27.95 16.62 UnivLogistics ULH 2.3 7 17.99 +0.50 .105 130.75 101.28 Woodward WWD .6 34 107.73 +1.95 .1625
5.50 2.30 RigelPharm RIGL ... dd 2.84 +0.24 ... 42.57 17.36 SightSciences SGHT ... dd 18.54 –0.48 ... 3.79 0.49 T2Biosystems TTOO ... dd .51 –0.04 ... 12.47 6.84 UnivStainless USAP ... dd 7.55 –0.29 ...
51.42 2.48 SigilonTherap SGTX ... dd 3.00 +0.19 ... 307.81 217.60 Workday WDAY ... cc 278.05 +4.17 ...
11.52 4.31 RiminiStreet RMNI ... dd 5.86 +0.29 ... 17.20 6.80 Taboola TBLA ... ... 8.06 +0.27 ... 11.99 1.45 UniversePharm UPC ... ... 1.65 –0.01 ... 265.75 98.00 WorldAcceptance WRLD ... 19 254.30 +2.50 ...
8.22 5.03 RiverviewBncp RVSB 2.9 9 7.66 +0.11 .055 342.03 132.05 SignatureBank SBNY .7 23 319.73 +16.26 .56 16.20 0.87 TaboolaWt TBLAW ... ... 1.57 –0.08 ... 30.95 19.55 UnivestFin UVSP 2.7 9 29.74 +0.87 .20
35.00 20.00 SilenceTherap SLN ... dd 23.40 –0.38 ... 10.75 9.90 WorldwideWebb WWACU ... ... 9.98 +0.01 ...
179.47 88.40 Rivian RIVN ... ... 96.84 –0.86 ... 69.31 10.05 TabulaRasaHlth TRHC ... dd 14.84 –1.20 ... 38.50 4.16 UpFintech TIGR ... 27 4.90 –0.05 ... 9.76 9.70 WorldwideWebbA WWAC ... ... 9.72 –0.01 ...
85.00 17.08 Robinhood HOOD ... dd 18.90 –0.20 ... 44.55 35.61 SilganHoldings SLGN 1.4 14 41.13 –1.19 .14 64.53 18.49 TactileSystems TCMD ... 52 20.20 –0.07 ... 53.00 17.35 UplandSoftware UPLD ... dd 18.76 –0.16 ...
59.27 36.02 Silicom SILC ... 43 49.20 +1.87 ... 0.56 0.50 WorldwideWebbWt WWACW ... ... .53 ... ...
67.48 20.92 RocketPharm RCKT ... dd 23.97 +1.46 ... 214.91 144.58 TakeTwoSoftware TTWO ... 37 177.96 +2.22 ... 401.49 36.26 Upstart UPST ... cc 148.14 +8.96 ... 143.88 76.03 WynnResorts WYNN ... dd 88.88 +6.61 ...
69.00 27.71 RockyBrands RCKY 1.6 16 38.61 +1.57 .155 210.98 120.15 SiliconLab SLAB ... dd 205.13 +7.26 ... 19.82 11.30 TalarisTherap TALS ... dd 14.99 +2.33 ... 64.49 31.31 Upwork UPWK ... dd 33.64 –0.55 ...
10.36 3.95 RockyMtnChoc RMCF ... 15 8.28 +0.08 ... 92.69 44.58 SiliconMotion SIMO 1.7 23 92.07 +4.38 .50 33.90 3.64 TalisBiomed TLIS ... dd 4.26 –0.08 ... 42.10 24.40 UrbanOutfitters URBN ... 10 29.12 +0.69 ...
16.76
2.69
5.80
0.58
RoivantSciences
RoivantSciencesWt
ROIV
ROIVW
...
...
dd
...
11.96
2.33
+1.01
+0.17
...
...
67.49
63.41
38.28
5.87
SilkRoadMed
SilverbackTherap
SILK
SBTX
...
...
dd
dd
44.09
6.65
+4.51
–0.16
...
...
12.45
3.30
1.78
0.17
Talkspace
TalkspaceWt
TALK
TALKW
...
...
dd
...
1.98
.21
+0.10
+0.01
...
...
28.20
8.62
8.68
2.60
UroGenPharma
Usio
URGN
USIO
...
...
dd
dd
9.49
5.08
–0.22
–0.19
...
...
XYZ
490.76 190.23 Roku ROKU ... cc 233.52 –2.94 ... 17.66 12.75 SilvercrestAsset SAMG 4.1 14 16.70 +0.18 .17 10.19 10.06 Talon1Acqn TOACU ... ... 10.13 –0.02 ... 133.87 81.01 UtahMedProducts UTMD 1.2 25 97.88 +3.13 2.00
33.43 20.76 SimmonsFirstNat SFNC 2.5 12 29.25 +0.63 .18 46.32 19.40 XOMA XOMA ... dd 23.32 +1.21 ...
25.63 2.97 Root ROOT ... dd 3.24 +0.14 ... 153.40 76.19 TandemDiabetes TNDM ... cc 151.80 +7.87 ... 2.34 0.86 UTStarcom UTSI ... dd .90 –0.01 ... 53.08 27.65 XP XP ... 28 29.84 +0.55 ...
10.20 9.74 RoseHillAcqn ROSEU ... ... 10.15 –0.05 ... 90.92 36.90 SimulationsPlus SLP .5 cc 49.64 +1.81 .06 18.84 8.90 TangoTherapeutics TNGX ... dd 10.94 –0.06 ... 5.82 0.86 Uxin UXIN ... dd 1.47 –0.08 ...
39.60 22.44 SinclairBroadcast SBGI 3.0 14 26.59 +0.10 .20 20.75 10.71 XBiotech XBIT .0 dd 11.29 –0.25 2.50
10.00 9.77 RoseHillAcqn ROSE ... ... 9.91 +0.02 ... 19.25 1.46 TarenaIntl TEDU ... dd 1.47 –0.68 ... 4.15 1.11 XcelBrands XELB ... dd 1.20 +0.01 ...
33.37 9.84 SingularGenomics OMIC ... dd 11.44 +0.57 ... 10.00 9.92
0.52
134.22
0.44
103.62
RoseHillAcqnWt
RossStores
ROSEW
ROST
...
1.0
...
25
.46
110.16
–0.04
+2.09
...
.285 3.60
8.14
1.27
5.75
SioGeneTherap
SiriusXM
SIOX
SIRI
...
1.4
dd
81
1.42
6.43
+0.05
+0.05
...
.022
49.37 21.00
TargetGlobal I
TarsusPharm
TGAAU
TARS
...
...
...
dd
9.99
25.93
+0.05
+0.14
...
... V 72.94
58.35
57.23
30.12
XcelEnergy
Xencor
XEL
XNCR
2.7
...
23
dd
66.61
40.72
–0.39
+2.68
.4575
...
10.16 9.67 RothCHAcqnVUn ROCLU ... ... 10.04 –0.03 ... 85.49 26.66 TaskUs TASK ... ... 51.65 +3.19 ... 36.42 13.23 XenonPharms XENE ... dd 30.50 +2.40 ...
15.59 8.61 Rover ROVR ... dd 10.41 +0.29 ... 341.77 75.81 SiTime SITM ... cc 283.94 +22.55 ... 10.44 4.36 TatTechnologies TATT ... dd 6.35 +0.09 ... 2.38 1.49 VEON VEON ... 8 1.67 ... ... 7.94 1.77 XerisBiopharma XERS ... dd 2.59 +0.23 ...
4.80 1.18 RoverWt ROVRW ... ... 2.71 +0.20 ... 10.21 10.01 SizzleAcqn SZZLU ... ... 10.06 –0.03 ... 33.35 11.46 TayshaGene TSHA ... dd 12.75 –2.27 ... 10.15 10.04 VMG Consumer VMGAU ... ... 10.05 –0.02 ... 26.96 17.59 Xerox XRX 4.5 15 22.45 +1.94 .25
129.69 92.01 RoyalGold RGLD 1.4 26 103.63 +2.32 .35 61.16 36.35 SkyWest SKYW ... 35 41.25 +3.16 ... 111.44 56.90 TechTarget TTGT ... cc 98.48 +9.12 ... 44.45 7.28 VNET VNET ... dd 9.15 +0.21 ... 239.79 111.84 Xilinx XLNX .7 67 216.11 +15.97 .37
53.23 34.86 RoyaltyPharma RPRX 1.7 21 40.25 +1.71 .17 204.00 142.00 Skyworks SWKS 1.5 17 153.42 +1.72 .56 15.32 9.93 Ericsson ERIC 1.4 15 10.77 +0.23 .1139 27.78 9.44 VOXX Intl VOXX ... 9 10.56 +0.40 ... 27.95 8.52 XilioTherap XLO ... dd 16.00 +5.40 ...
38.71 6.75 RubiusTherap RUBY ... dd 10.98 –1.60 ... 151.44 72.72 SleepNumber SNBR ... 10 77.49 +1.32 ... 48.35 25.30 Telesat TSAT ... ... 31.88 –0.10 ... 65.42 34.03 VSE VSEC .6 89 61.54 +3.02 .10 97.57 40.38 Xometry XMTR ... dd 50.94 +7.24 ...
14.05 11.84 RunwayGrowthFin RWAY 7.4 12 13.44 +0.40 .25 4.16 1.71 SmartSand SND ... dd 1.81 +0.03 ... 41.84 14.43 Telos TLS ... dd 16.17 +0.37 ... 13.20 0.90 VyneTherap VYNE ... dd 1.12 +0.04 ... 14.63 2.65 Xos XOS ... dd 3.05 +0.22 ...
57.66 39.21 RushEnt A RUSHA 1.4 14 53.68 +1.13 .19 10.00 1.20 SmartShareGlbl EM ... dd 1.29 –0.07 ... 208.99 128.15 10xGenomics TXG ... dd 146.09 +2.64 ... 11.00 6.90 Vacasa VCSA ... ... 7.95 +0.29 ... 4.55 0.36 XosWt XOSWW ... ... .43 –0.03 ...
57.40 36.20 RushEnt B RUSHB 1.5 14 52.14 +1.89 .19 16.08 2.46 SmileDirectClub SDC ... dd 2.85 +0.12 ... 58.45 35.32 Tenable TENB ... dd 55.38 +1.52 ... 17.99 7.50 Vaccitech VACC ... ... 9.58 +0.46 ... 25.03 17.19 Xperi XPER 1.0 15 19.38 –0.39 .05
28.73 15.95 RuthsHospitality RUTH ... 23 20.26 +1.78 ... 39.61 14.50 Smith&Wesson SWBI 1.8 3 17.55 –0.40 .08 32.00 15.35 TenayaTherap TNYA ... dd 21.36 +1.48 ... 10.15 10.01 VahannaTechI VHNAU ... ... 10.07 +0.02 ... 11.22 1.84 Xunlei XNET ... 23 2.13 +0.10 ...
19.67 9.18 RxSight RXST ... ... 10.63 +0.37 ... 24.50 13.14 SnapOne SNPO ... dd 20.48 +0.58 ... 164.11 104.05 Teradyne TER .2 31 162.74 +6.48 .10 14.85 9.53 ValleyNatlBncp VLY 3.2 12 13.56 +0.31 .11 54.86 14.95 Y-mAbsTherap YMAB ... dd 17.65 +1.50 ...
127.25 94.68 Ryanair RYAAY ... dd 104.84 +4.15 ... 17.40 3.00 SoYoungIntl SY ... 39 3.13 –0.18 ... 28.36 5.52 TernsPharm TERN ... dd 6.42 +0.40 ... 67.84 24.16 Valneva VALN ... dd 57.31 –3.55 ... 87.11 58.91 Yandex YNDX ... dd 59.99 –2.19 ...
28.26 11.80 SoFiTech SOFI ... dd 15.09 +0.44 ... 30.04 23.18 TerritBanc TBNK 3.7 12 24.60 +0.03 .10 21.86 12.83 VandaPharm VNDA ... 30 17.98 +1.28 ... 15.24 4.22 Yellow YELL ... dd 12.15 +0.78 ...
32.06
S
24.99 14.64 Sohu.com SOHU ... 1 16.09 –0.22 ... 1243.49 539.49 Tesla TSLA ... cc 1067.00 +134.43 ... 15.73 VarexImaging VREX ... 79 31.82 +2.43 ... 53.77 40.70 YorkWater YORW 1.6 38 48.52 –1.04 .1949
16.69 6.12 SolGelTech SLGL ... dd 6.74 –0.45 ... 9.25 5.08 TesscoTech TESS ... dd 7.60 +0.16 ... 75.33 42.74 VaronisSystems VRNS ... dd 49.22 +1.57 ... 4.45 0.52 Yunji YJ ... ... .53 –0.07 ...
389.71 199.33 SolarEdgeTech SEDG ... cc 283.29 –5.56 ... 192.91 113.15 TetraTech TTEK .5 39 167.89 +5.58 .20 3.17 1.65 VascularBiogenics VBLT ... dd 2.05 –0.12 ... 5.95 1.12 Ziopharm ZIOP ... dd 1.26 –0.09 ...
35.80 23.55 S&T Bancorp STBA 3.7 11 31.26 –0.16 .29 11.58 1.59 SolidBiosci SLDB ... dd 1.91 –0.06 ... 93.26 54.27 TexasCapBcshs TCBI ... 13 58.56 +1.19 ... 15.48 2.20 VastaPlatform VSTA ... dd 4.18 +0.50 ... 193.54 49.41 ZaiLab ZLAB ... ... 65.84 –7.47 ...
381.12 232.88 SBA Comm SBAC .6 cc 374.28 –1.60 .58 14.85 8.64 SolidPower SLDP ... ... 10.66 +1.50 ... 202.26 160.48 TexasInstruments TXN 2.5 24 187.40 +1.10 1.15 30.88 15.51 Vaxcyte PCVX ... dd 24.16 +2.00 ... 38.21 19.33 ZealandPharma ZEAL ... dd 21.97 –0.52 ...
10.25 4.90 SCYNEXIS SCYX ... dd 6.75 –0.31 ... 6.98 0.55 SolidPowerWt SLDPW ... ... 2.95 +0.07 ... 110.75 73.20 TexasRoadhouse TXRH 1.8 29 88.79 +5.04 .40 22.77 5.66 Vaxxinity VAXX ... ... 6.43 –0.40 ... 615.00 371.40 ZebraTech ZBRA ... 37 582.41 –6.11 ...
65.22 52.12 SEI Investments SEIC 1.3 17 60.78 +0.46 .40 14.72 9.83 SomaLogic SLGC ... dd 10.70 –0.18 ... 33.36 12.69 TheBancorp TBBK ... 14 24.82 +0.61 ... 37.70 2.74 VectivBio VECT ... dd 5.09 +0.96 ... 87.19 34.48 ZentalisPharm ZNTL ... dd 83.96 +3.86 ...
37.21 18.48 SI-BONE SIBN ... dd 21.88 +2.15 ... 15.09 1.70 SomaLogicWt SLGCW ... ... 3.28 –0.35 ... 2.75 0.37 TherapeuticsMD TXMD ... dd .41 –0.01 ... 27.99 16.41 VeecoInstr VECO ... 81 26.86 +1.09 ... 135.00 81.52 ZiffDavis ZD ... 27 110.97 +2.31 ...
9.82 5.66 SIGA Tech SIGA ... 39 7.99 +0.59 ... 47.49 9.82 Sono SEV ... dd 11.55 +0.20 ... 22.74 6.10 TheravanceBio TBPH ... dd 10.78 +0.03 ... 26.74 4.69 VelodyneLidar VLDR ... dd 5.32 +0.01 ... 212.40 52.31 Zillow A ZG ... dd 62.34 +1.28 ...
21.40 11.82 SLM SLM 2.3 5 19.11 +0.81 .11 44.72 22.62 Sonos SONO ... 25 29.90 +0.19 ... 24.54 8.65 TheseusPharm THRX ... ... 11.14 +2.01 ... 11.11 0.86 VelodyneLidarWt VLDRW ... ... .98 –0.02 ... 208.11 52.57 Zillow C Z ... dd 63.74 +1.28 ...
20.05 17.03 SLR Invt SLRC 9.0 11 18.22 +0.67 .41 19.80 11.71 SophiaGenetics SOPH ... dd 13.65 +0.66 ... 30.50 24.51 ThirdCoastBcshs TCBX ... 22 25.88 +0.66 ... 26.00 13.95 VentyxBiosciences VTYX ... ... 17.02 +2.54 ... 11.70 9.84 ZimmerEnergy ZTAQU ... ... 9.99 –0.05 ...
16.41 13.41 SLR Sr Invt SUNS 8.6 12 13.96 +0.31 .10 30.38 20.48 SoteraHealth SHC ... cc 23.57 +1.46 ... 8.50 1.09 36Kr KRKR ... dd 1.18 –0.03 ... 3.44 1.17 VenusConcept VERO ... dd 2.16 +0.72 ... 9.90 9.58 ZimmerEnerA ZT ... ... 9.77 +0.05 ...
67.86 34.89 SMART Global SGH ... cc 66.73 +7.85 ... 4.49 1.91 SotherlyHotels SOHO ... dd 2.06 +0.03 ... 10.13 5.20 ThorneHealthtech THRN ... dd 5.62 –0.28 ... 13.62 7.55 VeraBradley VRA ... 14 8.54 +0.34 ... 2.60 0.80 ZimmerEnerWt ZTAQW ... ... .90 ... ...
9.48 1.35 SocTelemed TLMD ... dd 1.37 –0.14 ... 28.02 18.50 SouthPlainsFin SPFI 1.3 8 26.90 –0.90 .09 34.43 24.14 Thoughtworks TWKS ... dd 27.04 +1.61 ... 37.11 11.30 VeraTherap VERA ... dd 22.84 –1.90 ... 68.25 42.12 ZionsBancorp ZION 2.4 9 62.36 +1.16 .38
1.75 0.15 SocTelemedWt TLMDW ... ... .18 –0.02 ... 93.26 62.60 SouthState SSB 2.5 12 79.04 +0.98 .49 31.86 12.43 ThredUp TDUP ... ... 13.29 +0.10 ... 86.03 32.87 Veracyte VCYT ... dd 40.49 –4.50 ... 10.37 6.35 Zix ZIXI ... dd 8.49 +0.06 ...
12.69 3.61 SPI Energy SPI ... ... 4.25 +0.23 ... 65.59 34.50 SouthernFirstBcsh SFST ... 12 62.74 –0.53 ... 45.00 10.34 360DigiTech QFIN 1.2 4 21.99 +1.05 .27 4.93 1.87 Verastem VSTM ... dd 2.31 –0.03 ... 23.69 11.03 Zogenix ZGNX ... dd 16.26 +2.28 ...
36.71 25.29 SP Plus SP ... 25 27.70 +0.66 ... 61.93 29.26 SoMO Bancorp SMBC 1.6 9 50.44 +0.17 .20 10.20 10.03 ThriveAcqn THACU ... ... 10.10 –0.10 ... 52.70 33.03 VerintSystems VRNT ... dd 50.82 +0.08 ... 451.77 174.66 ZoomVideo ZM ... 51 191.65 –8.09 ...
174.42 91.05 SPS Commerce SPSC ... cc 143.83 +8.22 ... 21.01 18.90 SouthernStatesBcsh SSBK 1.8 ... 19.96 –0.04 .09 9.95 9.88 ThriveAcqnA THAC ... ... 9.90 +0.02 ... 250.79 184.60 VeriSign VRSN ... 46 249.64 +7.53 ... 79.17 37.86 ZoomInfoTech ZI ... cc 65.72 +2.99 ...
7.29 2.59 SRAX SRAX ... dd 4.61 +0.05 ... 45.36 30.22 SouthsideBcshs SBSI 3.2 12 41.27 +0.47 .33 0.65 0.39 ThriveAcqnWt THACW ... ... .45 +0.03 ... 231.57 159.79 VeriskAnalytics VRSK .5 53 225.53 +3.39 .29 7.34 1.18 Zovio ZVO ... dd 1.49 +0.24 ...
82.19 62.51 SS&C Tech SSNC 1.0 29 81.66 +1.70 .20 17.41 12.64 SovosBrands SOVO ... cc 13.91 –0.46 ... 10.00 9.77 ThunderBridgeIV THCPU ... ... 9.84 –0.07 ... 45.36 24.50 Veritex VBTX 2.1 16 38.87 +0.83 .20 376.11 157.03 Zscaler ZS ... dd 323.00 +18.13 ...
21.80 13.68 SSR Mining SSRM 1.1 16 17.69 +0.69 .05 26.14 16.75 SpartanNash SPTN 3.2 14 25.35 +0.41 .20 16.84 9.55 ThunderBridgeIV A THCP ... ... 9.75 –0.01 ... 50.34 16.45 Veritone VERI ... dd 22.50 +0.31 ... 55.10 35.57 Zumiez ZUMZ ... 9 45.90 +1.12 ...
763.22 371.00 SVB Fin SIVB ... 21 674.76 +20.75 ... 4.54 1.30 SpectrumPharm SPPI ... dd 1.52 ... ... 1.49 0.80 ThunderBridgeIVWt THCPW ... ... .89 –0.01 ... 9.72 3.66 VeronaPharma VRNA ... dd 6.42 +1.22 ... 52.00 6.63 Zymergen ZY ... dd 7.61 +0.45 ...
19.02 12.31 SabraHealthcare SBRA 9.1 dd 13.18 –0.07 .30 23.64 11.75 SperoTherap SPRO ... dd 14.02 +0.43 ... 67.00 7.31 Tilray TLRY ... dd 7.84 –0.14 ... 18.42 8.51 VerricaPharm VRCA ... dd 9.43 +0.33 ... 9.00 3.07 ZynerbaPharma ZYNE ... dd 3.23 –0.05 ...
16.88 7.05 Sabre SABR ... dd 8.91 +0.96 ... 10.19 10.03 SpindletopHlth SHCAU ... ... 10.15 +0.12 ... 30.75 24.13 TimberlandBncp TSBK 3.0 8 27.72 +0.71 .21 14.30 7.22 VersaBank VBNK .7 16 11.89 –0.09 .0196 22.89 9.30 Zynex ZYXI .0 39 10.96 +1.17 .10
87.98 72.75 SafetyInsurance SAFT 4.4 8 82.09 +1.45 .90 30.46 16.37 SpiritofTexas STXB 1.7 11 28.34 +0.71 .12 38.58 18.65 TitanMachinery TITN ... 16 32.18 +0.27 ... 39.71 16.04 Vertex VERX ... ... 17.10 –0.28 ... 12.32 5.57 Zynga ZNGA ... dd 6.56 –0.01 ...
54 BARRON’S December 27, 2021

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.
InvscBull2025CpBd BSCP 1.7 21.90 –0.04 .0711 AlerianMLPETF AMLP 8.9 31.52 +0.32 .76 InvscDynLeisure PEJ .3 48.92 +3.04 .0743 iShS&P500Value IVE 1.8 154.41 +2.54 .7615 SPDRPtfS&P400MC SPMD 1.3 48.91 +1.11 .1054
are the top 500 ETF’s based InvscBull2024CpBd BSCO 1.9 21.81 –0.04 .0641 AmplifyHiIncm YYY 9.1 16.63 +0.18 .12 InvscEMSovDebt PCY 4.8 26.22 –0.06 .1052 iShrsSP GSCI Cmdty GSG ... 17.04 +0.63 ... SPDRPtfS&P600SC SPSM 1.4 44.21 +1.12 .27
on weekly volume. InvsBull24HYCpBd BSJO 4.0 24.99 +0.11 .0756 AmplifyTransData BLOK 1.4 48.35 +2.98 .658 InvscFinlPfd PGF 4.7 18.68 +0.05 .0709 iShS&PMC400Value IJJ 1.6 108.70 +2.53 .5087 SPDRPtfSTCpBd SPSB 1.0 30.94 +0.02 .0695
InvscBull2026CpBd BSCQ 1.9 21.14 –0.02 .0318 ArkFinInnov ARKF .0 41.78 +1.43 .0281 InvscFTSERAFIEM PXH 4.7 21.78 –0.16 .4604 iShS&PSC600Value IJS 1.5 103.69 +2.75 .4942 SPDRShtTermTrea SPTS .2 30.45 –0.01 .0056
Tick Div InvscBull2023CpBd BSCN 1.6 21.46 –0.07 .0823 AvantisIntlEquity AVDE 2.5 62.87 +1.67 .8593 InvscFundHYCpBd PHB 3.4 19.43 +0.08 .0507 iShGlblConStaples KXI 2.2 63.73 +0.64 .7291 SPDR PtfTIPS SPIP 4.6 31.21 +0.06 .1853
Name Sym Yld Last Chg. Amt. InvsBull23HYCpBd BSJN 3.6 25.33 +0.10 .0664 AvantisUSLCValue AVLV .3 53.54 +0.80 .1551 InvscIntlCpBd PICB 1.0 27.71 –0.03 .1136 iShShortNatlMuniBd SUB .7 107.36 +0.09 .0408 SPDR S&P600SCapVal SLYV 2.0 84.18 +1.51 .7465
.056 .3596
Bats InvscBull2022CpBd BSCM 1.6
InvsBull22HYCpBd BSJM 3.3
21.39
23.26
–0.07
+0.06
.0827
.052
AvantisUSSCValue AVUV 1.3
ColumbiaDivFixed DIAL 2.4
78.47
21.26
+2.01
–0.04
.4834
.0415
InvscPreferred
InvscS&P500EW RSP
PGX 5.5
1.3
14.85
160.23
...
+3.27 .4538
iShSilver
iShTIPSBondETF
SLV
TIP
...
4.3
21.16
128.23
+0.48
+0.33
...
.7862
SPDRS&PBank
SPDRS&PGlbNatRes GNR
KBE 2.2
3.5
54.07
53.23
+1.16
+1.52 1.1638
InvscKBWBank KBWB 2.1 67.30 +0.45 .4817 CommSvsSPDR XLC .7 78.11 +1.63 .1567 InvscS&P500HiBeta SPHB .9 78.54 +3.03 .1581 iSh10+YIGCpBd IGLB 3.2 69.81 –0.31 .1802 SPDRS&PInsurance KIE 2.0 39.90 +0.48 .2171
ARK AutoTech ARKQ .0 78.67 +3.00 .6561
InvscNasdNext100 QQQJ .3 33.55 +0.66 .2279 CnsmrDiscSelSector XLY .5 203.19 +7.90 .2922 InvscS&P500HiDiv SPHD 3.5 44.48 +0.15 .1365 iShTreaFRBd TFLO .0 50.27 –0.01 .001 SPDRS&PKenNewEc KOMP 1.4 59.40 +1.08 .3604
ARKGenomicRev ARKG .0 64.40 +0.39 .4256
InvscNasd100 QQQM .4 163.25 +5.00 .1488 CnsStapleSelSector XLP 2.3 75.25 +0.05 .5117 InvscS&P500LowVol SPLV 1.5 67.01 +0.45 .1013 iShChinaLC FXI 1.6 36.63 +0.29 .4343 SPDRS&PRegionalBkg KRE 2.0 70.00 +1.65 .3949
ArkSpaceExpln ARKX ... 19.08 +0.50 ...
InvscQQQI QQQ .4 396.92 +12.01 .4914 CSX Mthly2xLvMtg REML 18.3 5.99 +0.07 .0341 InvscS&P500PrVal RPV 2.0 79.53 +0.89 .4409 iShRussellMCGrowth IWP .3 115.05 +3.55 .091 SchwabEM Equity SCHE 2.8 29.46 +0.36 .6319
BlkRkShMaturityBd NEAR .8 49.93 ... .0196
InvscS&PSCEner PSCE .5 7.06 +0.20 .0147 DimenEmgCore DFAE 1.6 27.21 +0.46 .1492 InvscS&P500Qual SPHQ 1.2 52.63 +0.54 .172 iShUSTech IYW .3 114.75 +3.62 .1152 SchwabFundEmgLrg FNDE 4.3 30.93 +0.51 1.1302
BlkRkUltShtBd ICSH .4 50.37 –0.01 .015
iSh3-7YTreasuryBd IEI .7 128.78 –0.35 .0763 DimenIntlCore DFAI 2.1 29.36 +0.75 .1793 InvscSrLoan BKLN 3.1 22.05 +0.01 .0561 iSh0-5YHYCorpBd SHYG 4.8 45.31 +0.32 .1782 SchwabFundIntLrgCo FNDF 3.4 32.46 +0.71 .8408
FTCboeUSBuffDec FDEC ... 34.77 +0.46 ...
iShBiotech IBB .2 154.69 +0.23 .0413 DimenIntlValue DFIV 4.6 32.59 +0.77 .5809 InvscSolar TAN ... 77.91 –1.13 ... JPM AlerianMLP AMJ 7.5 17.24 +0.15 .3484 SchwabFundUSLrgCo FNDX 1.6 57.88 +1.06 .276
GlbXRuss2000Cvr RYLD 12.0 24.56 +0.55 .2545
DimenUSCore DFAU 1.0 32.71 +0.79 .1209 InvscUltShtDur GSY .6 50.28 –0.02 .0227 JanusHenShrtDur VNLA 1.1 49.51 –0.31 .3459 SchwabIntmUSTrsr SCHR 1.0 56.20 –0.17 .0523
GlbXUSInfrDevt PAVE .3 28.32 +0.47 .0399 iShBrdUSDInvCpBd USIG 2.3 59.83 –0.15 .1254
DimenUSCoreEq2 DFAC 1.2 28.67 +0.67 .1138 InvscVarRtPfd VRP 4.3 25.76 +0.01 .0901 JPMEquityPrem JEPI 5.9 62.82 +0.57 .3824 SchwabIntEquity SCHF 3.1 38.82 +0.89 .853
iPathS&P500VIX VXX ... 20.18 –1.79 ... iShCoreMSCITotInt IXUS 3.0 70.57 +1.48 1.2735
DimenUSSCETF DFAS 1.0 59.19 +1.71 1.5123 InvscWildClnEngy PBW 1.7 72.19 –0.70 .5529 KraneCSIChInt KWEB .6 38.84 –0.75 .2214 SchwabIntlSC SCHC 3.0 40.39 +1.07 1.0061
iShBrdUSDHYCpBd USHY 5.1 41.23 +0.37 .1736 iShCore1-5YUSDBd ISTB 1.6 50.42 –0.03 .0579
DimenUSTargVal DFAT 1.4 46.69 +1.37 .3088 iPathBloomCommTR DJP ... 28.59 +0.90 ... KraneEMCnsTech KEMQ 3.1 23.67 +0.06 .7438 Schwab1000Index SCHK 1.2 46.22 +1.06 .1621
iShCoreMSCIEAFE IEFA 3.2 74.31 +1.79 1.2772 iShCoreS&PUSGrowth IUSG .6 115.09 +3.12 .1797
DimenWorldexUS DFAX 2.8 25.91 +0.56 .2436 iSh0-5YTIPSBd STIP 4.2 105.58 +0.37 .616 KraneGlbCarbon KRBN ... 47.81 +0.84 ... SchwabSrtTRmUSTrsr SCHO .4 50.86 –0.01 .0131
iShCurrHdgMSCIEAFE HEFA 2.1 35.23 +0.06 .6012 iShCoreS&PUSValue IUSV 1.9 75.24 +1.25 .3826
DirexAeroBl3 DFEN .1 18.45 +1.85 .0017 iShCoreDivGrowth DGRO 2.0 54.76 +0.72 .299 MatlsSelSectorSPDR XLB 1.7 88.31 +0.65 .4417 SchwabUS AggrBd SCHZ 2.2 53.91 –0.14 .0942
iShIntlSelDividend IDV 5.8 31.02 +0.58 .302 iShCoreTotalUSDBd IUSB 1.7 52.93 –0.13 .0564
DirexCSIChinaInt CWEB ... 12.39 –0.55 ... iShGrwthAllocation AOR 1.5 56.80 +0.16 .4065 MicroFANG-3XInvr FNGD ... 39.32 –4.25 ... SchwabUS BrdMkt SCHB 1.2 112.23 +2.64 .4169
iShU.S.Industrials IYJ .8 111.22 +2.23 .2059 iShSelectDividend DVY 3.2 120.52 +1.46 .8373
DirexEnergyBr2 ERY ... 11.33 –0.55 ... iShCoreHiDividend HDV 3.5 99.79 +1.06 1.0515 MicroSectorsFANG3X FNGU ... 37.92 +3.38 ... SchwabUS Div SCHD 2.8 79.60 +0.99 .6198
iShUSAerospace&Def ITA .8 102.32 +3.82 .1584 iShESGAwareMSCI ESGD 2.6 79.26 +1.97 1.0068
DirexEnergyBl2 ERX 1.8 29.02 +1.06 .1854 iShCoreMSCIEM IEMG 3.1 59.55 +0.80 1.3613 MicroSecGold3XLvgd GDXU ... 10.80 +0.80 ... SchwabUS LC SCHX 1.2 113.05 +2.59 .4124
iShUSHomeConstrn ITB .4 80.30 +2.59 .0681 iShESGAwareEM ESGE 2.7 39.51 +0.42 .8306
DirexChinaBr3 YANG ... 20.61 –0.64 ... iShCoreMSCIEurope IEUR 2.8 57.68 +1.80 .7193 MicrUSBigOil3InLv NRGD ... 7.80 –0.69 ... SchwabUS LC Grw SCHG .4 163.97 +5.13 .2288
iShUSTelecomm IYZ 2.5 32.83 +0.52 .0888 iShESGAwareUSA ESGU 1.1 106.97 +2.36 .309
DirexChinaBl3 YINN 1.7 8.39 +0.13 .0136 iShMSCIIntlDev IDEV 3.0 67.16 +1.64 1.096 NationwideN100Risk NUSI 7.8 27.91 +0.13 .1791 SchwabUS LC Val SCHV 1.9 72.12 +1.10 .4105
iShESGMSCIUSASC ESML .9 40.00 +1.08 .0929 iShESGUSDCorpBd SUSC 2.0 27.34 –0.08 .0507
DirexFinlBear3 FAZ ... 19.39 –0.98 ... iShCoreS&P500 IVV 1.2 472.63 +10.52 1.4984 PIMCO ActiveBd BOND 2.4 109.75 –0.09 .23 SchwabUS MC SCHM 1.0 79.56 +2.00 .262
iShEdgeMSCIMinEAFE EFAV 2.5 76.35 +0.87 .6341 iShFallAngelsUSDBd FALN 3.4 29.98 +0.25 .0882
DirexFinlBull3 FAS .4 128.79 +4.48 .3575 iShCoreS&P MC IJH 1.2 278.47 +7.12 .9656 PIMCOEnhShMaturity MINT .4 101.56 –0.04 .038 SchwabUS REIT SCHH 1.6 50.93 +0.51 .336
iShEdgeMSCIMinVlEM EEMV 2.2 62.23 +0.48 .8192 iSh5-10YIGCorpBd IGIB 2.3 59.31 –0.11 .1171 DirexGoldMinBr2 DUST ... 19.85 –0.96 ... iShCoreS&P SC IJR 1.5 113.33 +3.55 .7343 PacerIndRealEst INDS 1.3 53.75 +0.32 .2614 SchwabUS SC SCHA 1.2 101.91 +3.11 .2914
iShEdgeMSCIMinVol ACWV 1.9 106.92 +0.87 1.1275 iShGSCICmDynRoll COMT 18.0 30.59 +0.88 5.4941 DirexGoldMinBl2 NUGT ... 48.85 +2.12 ... iShS&PTotlUSStkMkt ITOT 1.2 106.27 +2.50 .3675 PacerTrendUSBd PTBD 3.0 26.91 –0.09 .1966 Schwab US TIPs SCHP 4.4 62.41 +0.11 .5256
iShEdgeMSCIMinUSA USMV 1.3 79.67 +1.06 .2504 iShGlbCleanEnergy ICLN 1.1 21.24 +0.02 .1143 DirexHmbldrBull3 NAIL ... 112.60 +9.73 ... iShCoreUSAggBd AGG 1.8 114.20 –0.30 .1618 ProShBitcoin BITO ... 32.34 +3.05 ... SimplUSPlusDown SPD .9 32.98 +0.67 .0708
iShEdgeMSCIUSAMom MTUM .6 181.20 +4.74 .4449 iShJPMUSDEmgBd EMB 3.9 108.50 +0.02 .357 DirexJrGoldMinBr2 JDST ... 11.02 –1.03 ... iShCoreUS REIT USRT 2.3 65.44 +0.85 .5888 ProShShortQQQ PSQ ... 10.86 –0.08 ... SPDR DJIA Tr DIA 1.6 359.36 +5.73 .6639
iShEdgeMSCIUSAQual QUAL 1.2 143.88 +2.86 .4073 iShMBSETF MBB 1.1 107.39 –0.16 .0189 DirexJrGoldMinBl2 JNUG .5 63.37 +5.32 .3359 iShCybersecurity IHAK .5 44.41 +1.41 .2126 ProShShtRus2000 RWM ... 20.93 –0.17 ... SPDR EurSTOXX FEZ 2.6 46.30 +1.10 .5717
iShEdgeMSCIUSAVal VLUE 2.2 108.20 +2.68 .7395 iShMSCI ACWI ACWI 1.7 105.10 +2.33 1.017 DirexRgBanksBull3X DPST .6 47.88 +3.65 .0667 iShUSRealEstate IYR 2.1 112.41 +1.20 1.1373 ProShShrtS&P500 SH ... 13.74 –0.09 ... SPDR MSCI exUS CWI 2.7 29.17 +0.60 .4556
iShExpTechSftwr IGV ... 400.07 +9.35 ... iShMSCIACWIxUS ACWX 2.6 55.47 +1.16 .8183 DirexRetailBull3 RETL .0 34.61 +1.58 .0754 iShUS Energy IYE 3.0 29.86 +0.64 .2802 ProShSh20+Tr TBF ... 15.93 +0.16 ... SPDR S&PMdCpTr MDY 1.0 509.01 +12.88 1.4875
iShMtgRealEstCap REM 7.3 34.68 +1.25 1.1406 iShMSCIACxJpn AAXJ 2.2 82.48 +1.13 1.5458 DirexS&P500Br3 SPXS ... 16.86 –1.29 ... iShUS Finls IYF 1.3 86.29 +1.29 .2777 ProShUltBlmCrude UCO ... 82.98 +6.59 ... SPDR S&P 500 SPY 1.2 470.60 +10.73 1.6364
iShFloatingRateBd FLOT .4 50.65 +0.01 .0171 iShMSCIChina MCHI 1.0 62.73 +0.64 .4775 DirexS&P500Bl3 SPXL .1 139.67 +8.88 .1148 iShUSOilEquip&Svcs IEZ 1.2 13.04 +0.38 .0335 ProshUltBlmNatGas BOIL ... 25.31 –0.37 ... SPDR S&P Biotch XBI .0 118.22 +2.61 .04
iShIntlAggregateBd IAGG .1 54.66 –0.39 .6317 iShMSCI EAFE SC SCZ 2.9 72.30 +1.71 1.3895 DirexS&PBiotechBr3 LABD ... 21.93 –1.67 ... iShUSMedDevices IHI .2 65.53 +1.78 .0736 ProShUltDow30 DDM .1 78.30 +2.34 .1091 SPDR S&P Div SDY 2.7 126.42 +1.46 .9698
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

iShMSCIChileCapped ECH 5.2 22.62 –1.57 .6823 iShMSCIEMxChina EMXC 1.7 60.25 +0.74 .7829 DirexS&PBiotechBl3 LABU ... 42.52 +2.56 ... iShEuropeETF IEV 2.7 53.95 +1.65 .5901 ProShUltraQQQ QLD ... 88.80 +5.42 ... SPDR S&P Home XHB .5 83.33 +1.77 .1308
iShMSCIEurozone EZU 2.2 48.76 +1.63 .5996 iShMSCIEuropeFinls EUFN 4.2 19.82 +0.63 .4143 DirexS&P500Br1 SPDN ... 14.18 –0.34 ... iShGlobalREITETF REET 3.3 29.71 +0.31 .3384 ProShrUltraRus UWM .0 55.26 +3.28 .0033 SPDR S&P MtlMng XME .7 44.37 +1.34 .083
iShMSCIGlbMet&MnPr PICK 5.8 42.16 +1.12 1.7481 iShMSCITurkeyETF TUR 3.8 20.90 +3.79 .0915 DirexHiBetaBear3X HIBS ... 8.44 –1.24 ... iShGoldTr IAU ... 34.41 +0.25 ... ProShUltraS&P SSO .2 143.85 +1.66 .1043 SPDRS&POilGasExpl XOP 1.6 95.43 +1.82 .4876
iShMSCIEAFEGrowth EFG 1.4 109.83 +2.95 .6809 iSh1-5YIGCorpBd IGSB 1.7 53.88 +0.01 .089 DirexS&POil&GasBr2 DRIP ... 5.46 –0.34 ... iShiBoxx$InvGrCpBd LQD 2.3 132.70 –0.31 .239 ProShUltSilver AGQ ... 33.57 +1.57 ... SPDR S&P Retail XRT 1.6 88.78 +0.79 .9329
iShMSCIIndiaETF INDA 6.5 45.10 +1.12 2.8794 iShPfd&Incm PFF 4.5 39.00 +0.25 .1235 DirexS&POil&GasBl2 GUSH ... 87.28 +4.05 ... iShiBondsDec2025Cp IBDQ 1.9 26.42 –0.01 .0408 ProShUltDow30 UDOW .2 81.98 +1.20 .1111 TechSelectSector XLK .6 172.94 +5.06 .3165
iShMSCIEAFEValue EFV 3.9 50.31 +1.12 1.0675 iShGlobalInfra IGF 2.5 46.85 +1.14 .4738 DirexSemiBear3 SOXS ... 3.48 –0.56 ... iShiBondsDec2024Cp IBDP 1.9 25.92 +0.01 .0376 ProShUltRus2000 URTY .0 100.61 +8.81 .0027 U.S.GlobalJetsETF JETS .0 21.38 +1.35 .1414
iShUSInfr IFRA 1.7 37.45 +0.69 .1978 iShSemiconductor SOXX .6 540.81 +25.11 .8732 DirexSemiBl3 SOXL .0 67.41 +8.45 .0142 iShiBondsDec2026Cp IBDR 2.1 26.05 ... .0412 ProShUltS&P500 UPRO .0 148.59 +2.61 .0605 UtilitiesSelSector XLU 2.9 69.72 –0.29 .5456
iShUSTreasuryBdETF GOVT 1.0 26.63 +0.04 .0237 iShShortTreaBd SHV ... 110.42 ... ... DirexScBear3 TZA ... 27.21 –2.98 ... iShiBondsDec2023Cp IBDO 1.8 25.66 ... .063 ProShUltShtDow30 SDOW ... 26.93 –0.44 ... VanEckEMHYBd HYEM 5.3 22.55 +0.21 .1003
JPMBetaDevAsia BBAX 3.7 53.85 +0.29 1.1644 iSh1-3YTreasuryBd SHY .2 85.54 –0.05 .0319 DirexSCBull3 TNA .0 84.20 +7.27 .0504 iShiBondsDec2022Cp IBDN 1.7 25.14 +0.01 .0379 ProShShtRus2000 SRTY ... 8.47 –0.20 ... VanEckGoldMin GDX 1.7 31.30 +0.17 .5348
JPMBetaEurope BBEU 2.4 59.14 +1.25 .5334 iSh7-10YTreasuryBd IEF .8 115.32 –0.69 .1059 DirexTechBear3 TECS ... 28.60 –3.05 ... iShiBoxx$HYCpBd HYG 4.0 87.16 +0.79 .2815 ProShUltS&P500 SPXU ... 12.78 –0.22 ... VanEckInvtGrFR FLTR .7 25.28 ... .011
JPMBetaJapan BBJP 1.1 55.43 –1.45 1.5902 iSh20+YTreasuryBd TLT 1.5 148.52 –2.31 .1842 DirexTechBull3 TECL ... 85.05 +7.47 ... iShJPM EM LC Bd LEMB 3.9 39.52 +0.96 1.5259 ProShUltBloomCrd SCO ... 13.41 –1.29 ... VanEckJPMEMLCBd EMLC 5.2 28.89 +0.55 .12
.7454
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

JPM UltShtIncm JPST .7 50.49 –0.03 .0246 iSh0-5YInvGrdCpBd SLQD 1.5 51.05 +0.03 .0634 Direx20+TreaBr3 TMV ... 54.12 +2.30 ... iShLatinAmerica40 ILF 8.6 23.13 –0.24 1.6089 ProShUltShBlmGas KOLD ... 13.12 –0.06 ... VanEckJrGoldMin GDXJ 1.8 41.61 +1.13
JPMUltShMuni JMST .3 51.06 –0.01 .0115 Nasdaq7HANDL HNDL 6.9 25.73 +0.24 .1496 Direx20+YrTrBull TMF .1 28.48 –1.27 .0016 iShMSCIAustralia EWA 4.2 25.00 +0.95 .6665 ProShUltDow30 DXD ... 8.29 –0.27 ... VanEckMerkGoldTr OUNZ ... 17.58 +0.11 ...
NuvESGSC NUSC .8 41.65 +1.10 2.6435 ProShUltPrQQQ TQQQ ... 165.48 +3.84 .0001 EmgqEM Internet EMQQ .3 42.90 +0.53 .1135 iShMSCIBrazil EWZ 9.4 27.75 –0.54 1.9836 ProShrUSOilGas DUG ... 9.36 –0.47 ... VanEckOilSvcs OIH 1.0 187.05 +4.24 1.8075
PacerUSCashCows100 COWZ 1.4 46.26 +0.26 .2783 ProShUltShtQQQ SQQQ ... 5.98 –0.14 ... ETFMGAltHarvest MJ 2.0 11.78 +0.30 .06 iShMSCICanadaETF EWC 1.9 37.95 +1.16 .478 ProShUltShtQQQ QID ... 15.72 –0.25 ... VangdExtMkt VXF 1.2 183.81 +5.56 .2673
ProShS&P500Arist NOBL 1.8 96.02 +0.26 .6336 TuttleCapSht SARK ... 35.90 –0.74 ... ETFMGPrmJrSilv SILJ ... 12.69 +0.55 ... iShMSCI EAFE EFA 3.1 78.51 +1.86 1.3522 ProShUltShRus2000 TWM ... 13.02 –0.20 ... VangdInfoTech VGT .6 456.49 +14.43 .8212
ProShShtVIXST SVXY ... 59.02 +2.34 ... ValkyrieBitcoin BTF ... 19.94 +1.90 ... ETFMG TravelTech AWAY ... 24.59 +1.29 ... iShMSCIEmgMarkets EEM 1.9 48.72 +0.56 .7068 ProShUltShtS&P500 SDS ... 7.20 –0.09 ... VangdSC Grwth VBK .4 281.34 +8.27 .1486
ProShUltVIXST UVXY ... 14.15 –1.95 ... VanEckFallAngelHY ANGL 4.0 33.07 +0.24 .0977 EnSelectSectorSPDR XLE 4.3 54.90 +0.53 .695 iShMSCIFranceETF EWQ 3.8 38.54 +1.40 1.0371 ProShUltraSh20+ TBT ... 16.83 +0.28 ... VangdSC Val VBR 1.6 177.61 +4.63 .6616
VanEckSemicon SMH ... 308.26 +12.97 ... FidelityCommSvs FCOM .9 51.73 +1.29 .177 iShMSCIGermanyETF EWG 1.9 32.86 +0.78 .0358 QuadraticDeflation BNDD 3.5 26.34 –0.38 .0785 VangdDivApp VIG 1.6 168.83 +1.57 .7725
ProShsVIXSTFut VIXY ... 16.48 –1.48 ...
VangdEM GovBd VWOB 4.1 77.31 –0.20 .2531 FidelityMSCIEn FENY 3.7 15.04 +0.35 .138 iShMSCIHongKong EWH 2.8 23.10 +0.16 .2541 QuadIntRtVol IVOL 3.8 26.89 +0.17 .0816 VangdEnergy VDE 4.2 76.93 +1.79 .9393
VanEckHYMuni HYD 3.5 62.58 +0.14 .1704
2.8949 FidelityMSCIFinls FNCL 1.8 55.70 +0.88 .269 iShMSCIIndonesia EIDO 1.3 22.97 +0.18 .1632 RayliantQuanDevMkt RAYD ... 25.29 +0.42 ... VangdExDurTreas EDV 1.9 140.70 –3.13 .6836
VanEckMstrWdMoat MOAT 1.1 75.45 +0.41 .8227 VangdGlblxUS RE VNQI 6.6 52.96 –2.85
FidelityMSCIHlthCr FHLC 1.2 68.27 +1.09 .224 iShMSCIIntlQual IQLT 2.3 39.12 +0.91 .403 RealEstSectorSPDR XLRE 2.7 49.92 –0.13 .4254 VangdAWxUSSC VSS 2.8 132.01 +0.71 2.5081
VanEckRussia RSX 5.8 26.12 –1.33 1.5232 VangdIntrCorpBd VCIT 2.2 92.83 –0.96 .7693
FidelityMSCIIT FTEC .6 134.94 +4.28 .257 iShMSCIIntlValue IVLU 3.0 25.45 +0.48 .4708 RoundhillBallMeta META ... 15.36 +0.46 ... VangdFTSEDevMk VEA 3.2 50.82 +0.43 .7693
VangdESGIntlStk VSGX 2.5 61.72 +1.23 .6699 VangdIntermTrmTrea VGIT 1.1 66.54 –0.67 .429
FidelityRealEst FREL 2.4 33.56 +0.38 .203 iShMSCIItaly EWI 2.7 32.48 +0.87 .4518 SPDRBlackSrLoan SRLN 4.4 45.70 +0.32 .17 VangdFTSE EM VWO 2.6 49.18 +0.22 .478
VangdESGUSStk ESGV 1.0 87.27 +2.13 .2624 VangdIntlDivApp VIGI 1.0 84.87 –3.83 5.1817
FinSelSectorSPDR XLF ... 38.82 +0.23 ... iShMSCIJapan EWJ 2.1 67.40 +0.19 .8881 SPDRBlmCvSecs CWB 2.0 83.27 +1.96 .6581 VangdFTSE Europe VGK 3.1 67.63 +1.51 .6781
VangdUltShrtBd VUSB .3 49.94 –0.03 .0219 VangdIntlHiDiv VYMI 4.3 66.78 +0.29 .9642
FT EnergyAlpDx FXN .9 11.82 +0.20 .0628 iShMSCIKLD400Soc DSI 1.0 92.07 +2.41 .2691 SPDRBlmEMLocBd EBND 3.8 24.51 +0.31 .0773 VangdFTSE Pac VPL 3.2 78.23 –0.78 1.4707
VangdLTCorpBd VCLT 3.1 106.26 –0.73 .277
FT FinlsAlpDx FXO 1.9 45.92 +0.66 .2996 iShMSCIMalaysiaETF EWM 6.7 24.29 +0.59 .782 SPDR Blm HY Bd JNK 4.3 108.78 +1.05 .3864 VangdFinls VFH 1.9 96.10 +1.51 .5099
NASDAQ VangdLong-TermTrea VGLT 1.8 89.70 –1.37 .1373
FTInstPfdSecs FPEI 4.5 20.38 –0.02 .0693 iShMSCIMexico EWW 2.1 49.72 +0.89 .6577 SPDRBlmIntTrBd BWX .9 28.24 –0.10 .0224 VangdFTSEAWxUS VEU 3.1 61.03 +0.42 .8454
VangdMBS VMBS 1.0 52.80 –0.14 .0535
FT NaturalGas FCG 1.8 16.95 +0.40 .1514 iShMSCIPacificxJp EPP 3.9 47.90 +1.36 1.2693 SPDRBlmInvGrdFR FLRN .4 30.59 +0.02 .0096 VangdGrowth VUG .5 320.56 +9.77 .3166
CSX-LinksCrudeOil USOI 20.8 5.10 +0.09 .0665 VangdRuss1000Grw VONG .6 78.35 +2.34 .1251
FT NA Energy Infra EMLP 3.4 24.45 +0.05 .1933 iShMSCISingapore EWS 6.1 21.08 +0.30 1.0032 SPDRBB1-10YTIPS TIPX 4.3 20.99 +0.02 .1772 VangdHlthCr VHT 1.1 264.82 +4.18 .8182
CSX SilverETN SLVO 19.7 5.00 ... .082 VangdRuss1000Val VONV 1.7 72.64 +1.12 .3719
FT PfdSecs FPE 4.5 20.25 –0.03 .0802 iShMSCISthKorea EWY 2.1 78.77 +0.20 1.6785 SPDRBlm1-3MTB BIL ... 91.42 –0.02 ... VangdHiDiv VYM 2.8 110.46 +0.53 .9386
FidelityNasdaq ONEQ .5 60.97 +1.94 .109 VangdRuss2000 VTWO 1.1 89.53 +2.65 .4745
FT TCWUnPlBd UCON 2.2 26.31 –0.08 .0418 iShMSCISpain EWP 3.3 25.86 +1.09 .4353 SPDRBlmSTHYBd SJNK 4.2 27.15 +0.17 .1192 VangdIndls VIS 1.1 199.84 +4.29 .6077
FT CapStrength FTCS 1.1 83.03 +1.07 .2821 VangdSTCpBd VCSH 1.6 81.24 –0.26 .2816
FT ValDivFd FVD 1.8 42.14 +0.12 .2317 iShMSCISweden EWD 5.1 45.75 +1.75 1.2041 SPDRBlmSTInTr BWZ .6 30.32 +0.08 .1803 VangdIntermBd BIV 2.0 87.72 –1.40 1.1096
FT CloudComp SKYY .8 105.75 +2.59 .6773 VangdShtTmInfltn VTIP 3.5 51.18 –0.90 .9582
FlexGlbUpstmNatRsc GUNR 3.6 39.07 +1.05 .4042 iShMSCISwitz EWL 1.8 52.11 +0.89 .9149 SPDRDoubleTRTact TOTL 3.1 47.45 –0.07 .2032 VangdLC VV 1.2 219.55 +4.93 .6358
FT EnhShtMat FTSM .4 59.80 –0.02 .017 VangdShortTermTrea VGSH .4 60.83 –0.23 .2039 GlbXCopperMiners COPX 1.3 36.78 +1.01 .1613 iShMSCITaiwan EWT 2.1 65.73 +1.22 1.7603 SPDRGoldMini GLDM ... 17.98 +0.13 ... VangdMegaGrwth MGK .5 260.38 +7.92 .2721
FT GlTactCommod FTGC 7.2 22.96 –1.02 1.6622 VangdTotalBd BND 1.9 84.83 –0.54 .13 GlbXLithium&Batt LIT .1 84.39 –1.35 .0357 iShMSCIUK EWU 4.4 32.90 +1.05 .8757 SPDR Gold GLD ... 168.97 +1.17 ... VangdMC VO 1.1 252.69 +5.57 .6192
FT LowDurOpp LMBS 2.0 50.04 –0.06 .0775 VangdTotIntlBd BNDX .9 55.36 –2.04 .0339 GlbX MLP&Energy MLPX 6.0 34.78 +0.51 .5007 iShMSCIWorldETF URTH 1.5 134.48 +3.13 .9545 SPDRNuveenMuniBd TFI 1.7 51.74 +0.02 .0176 VangdMC Val VOE 1.7 148.16 +1.94 .5739
FT NasdCleanEdge QCLN .0 67.35 +1.42 .0069 VangdTotIntlStk VXUS 3.1 63.24 +0.37 .9412 GlbX MLP MLPA 9.0 33.84 +0.58 .725 iShNatlMuniBd MUB 1.8 116.44 +0.04 .1686 SPDRNuveenSTMuni SHM .8 49.16 –0.02 .0467 VangdRealEst VNQ 2.9 113.15 +1.41 .657
FT NasdCybersec CIBR .6 52.51 +1.04 .2807 WisdTrUSQltyDiv DGRW 1.7 65.07 +1.03 .075 GlblXSuperDividend SDIV 8.4 12.38 +0.27 .10 iShRussell1000Gwth IWF .5 304.95 +9.30 .4007 SPDRPtfAggBd SPAB 2.1 29.67 –0.07 .0505 VangdS&P500ETF VOO 1.3 432.64 +8.25 1.5329
FT NasdOil&Gas FTXN 1.1 19.20 +0.51 .0101 GlbX US Pfd PFFD 5.1 25.62 +0.14 .109 iShRussell1000 IWB 1.1 262.46 +6.00 .7801 SPDRPtfDevxUS SPDW 3.1 36.30 +0.27 .5981 VangdST Bond BSV 1.2 80.82 –0.37 .2215
FTRisingDivAch RDVY 1.1 51.08 +0.74 .1712 NYSE GlbX Uranium URA .5 24.51 +1.05 .0248 iShRussell1000Val IWD 1.6 165.63 +2.58 .7162 SPDRPtfEM SPEM 3.2 41.21 –0.33 .9491 VangdSC VB 1.2 225.18 +6.15 .5862
FT SrLoanFd FTSL 3.2 47.83 +0.01 .1475 GSActiveBetaIntlEq GSIE 2.3 35.15 +0.83 .2649 iShRussell2000Gwth IWO .3 294.40 +10.02 .2828 SPDR PtfHYBd SPHY 5.1 26.58 +0.23 .1092 VangdTaxExemptBd VTEB 1.6 54.97 –0.02 .0694
FT TCW Opp FIXD 1.5 53.25 –0.32 .065 MicroFang3xLvg BULZ ... 28.26 +3.05 ... GSActiveBetaUSLC GSLC 1.0 94.46 +2.01 .2488 iShRussell2000 IWM .9 222.04 +6.90 .6655 SPDRPtfIntermCpBd SPIB 1.6 36.16 –0.02 .0467 VangdTotalStk VTI 1.2 240.67 +5.23 .7242
GlbXAuto&Elc DRIV .3 30.31 +0.97 .0567 GraniteGold BAR ... 17.94 +0.12 ... iShRussell2000Val IWN 1.5 164.80 +4.82 .9023 SPDR PtfIntTrea SPTI .5 32.07 –0.10 .0174 VangdTotlWrld VT 1.8 106.76 +1.66 .785
GlbXCleanTech CTEC .1 17.76 –0.12 .0105 NYSE ARCA HealthCareSelSect XLV 1.3 139.30 +1.38 .5275 iShRussell3000 IWV 1.0 275.60 +6.35 .8119 SPDRPtfLTCorpBd SPLB 3.0 31.59 –0.16 .0725 VangdValue VTV 2.1 145.97 +1.94 .8055
GlbXCloudComp CLOU ... 27.43 +0.60 ... IQMacKayCalif MMCA ... 25.01 ... ... iShRussellMid-Cap IWR 1.1 81.99 +1.92 .2568 SPDRPtfLgTermTrea SPTL 1.7 42.28 –0.56 .0604 WisdTrEMxSOE XSOE 1.7 36.72 +0.43 .215
GlbXFinTech FINX ... 42.70 +1.36 ... ARKInnovationETF ARKK .0 99.07 +1.87 1.6277 IndSelSectorSPDR XLI 1.3 103.92 +1.48 .385 iShRussellMCValue IWS 1.4 120.11 +2.29 .5127 SPDRPtfMtgBkdBd SPMB 2.6 25.34 –0.04 .0527 WisdTrEM HiDiv DEM 4.8 43.82 +0.66 .99
GlbXNasd100Cv QYLD 11.4 22.62 +0.43 .2246 ARK NextGen ARKW .0 126.09 +4.54 1.8945 InvscChinaTech CQQQ ... 61.85 +0.30 ... iShS&P100 OEF 1.1 217.84 +4.91 .6132 SPDRS&P500Value SPYV 2.1 41.40 +0.43 .2552 WisdTrFRTrea USFR .0 25.09 –0.01 .0021
GlbX Robotics&AI BOTZ .2 36.33 +1.28 .0593 AberdStdPhysGold SGOL ... 17.36 +0.12 ... InvscDBComm DBC ... 20.66 +0.63 ... iShS&PMC400Growth IJK .5 83.93 +2.19 .134 SPDRPtfS&P1500 SPTM 1.3 57.86 +1.07 .2094 WisdTrIndiaEarn EPI .9 36.28 +0.85 .11
GlbXSuperDivdREIT SRET 6.5 9.40 +0.19 .05 AberdStdPhySilv SIVR ... 22.06 +0.53 ... InvscDBAgriFd DBA ... 19.93 +0.35 ... iShS&P500Growth IVW .5 83.40 +2.30 .0927 SPDRPtfS&P500 SPLG 1.3 55.35 +1.05 .2031 XtrkrsHarvCSI300 ASHR .9 39.10 +0.11 .3453
GlbXTelemed EDOC .0 16.59 +0.11 .0064 abrdnBbgAllCmdK1 BCI .7 22.91 –3.90 4.4677 InvscDBOilFund DBO ... 13.26 +0.45 ... iShGlobalEnergyETF IXC 4.0 27.38 +0.73 .6681 SPDRS&P500Growth SPYG .6 72.22 +1.89 .1228 XtrkrsMSCIEAFE DBEF 2.3 39.13 +0.71 .239
InvscActMgdETC PDBC 51.1 13.98 –1.34 1.7574 AdvShPureUSCan MSOS .0 25.36 +1.26 .07 InvscDBUSDBull UUP ... 25.73 –0.18 ... iShGlobalTechETF IXN .6 64.25 +2.08 .1591 SPDRS&P500HiDiv SPYD 3.8 41.28 +0.48 .1276 XtrkrsUSDHYCorpBd HYLB 4.4 39.93 +0.33 .0707
December 27, 2021 BARRON’S 55

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.
American Century G: IntlFd 15.05 0.41 8.7 45.6 ContCoreA p 32.75 0.76 23.3 106.8
A EmgMktsDebt 10.23 0.03 -1.0 21.2
Cashed Up: The tide came in for equity funds, lifting the past month’s average weekly
IntmBdFd 12.70 -0.01 -1.1 10.9 DisplCoreA p 14.34 0.28 30.9 93.6
GlBond 10.28 -0.28 -0.4 15.2 MCMultiStrM 21.72 0.59 18.1 97.4 DivIncA t 31.08 0.46 23.9 75.1
AAM:
B&GIncGroClI 25.19 0.41 23.1 69.9
InfAdjBd 12.75 -0.44 5.9 27.5 cash inflow to $8.3 billion. Taxable-bond funds took in $1.6 billion, while muni-bond funds NtlIntmMuni 14.03 -0.07 1.1 13.5 DivOpptyA 37.70 0.56 24.5 58.9
NT IntlGr 13.97 -0.87 8.3 84.1 NtlShTMuni 12.86 0.00 0.2 5.1 EqValA 13.36 -0.26 18.8 57.7
AB Funds: NT MdCapVal 13.57 -1.63 21.9 66.9 gained $930 million. The weekly influx at money-market funds averaged $15.5 billion. Boston Trust Walden: FocEqA t 18.89 0.50 18.5 137.5
AlBeGblBndFdClZ p 8.28 -0.04 -0.6 12.8 NTDiscGro 16.13 -1.69 24.2 130.1 BostonBalanced 66.78 0.92 20.4 68.1 GlobEq 19.57 0.45 22.8 118.7
AllMktRlRtnPtZ 9.55 0.21 24.7 46.5 NTDvBnd 11.16 -0.05 -0.5 18.0
Equity Funds Municipal Bond Funds
Braddock Multi Strat: GlobTech 72.15 2.72 37.4 227.6
AllMktRtrn1 9.48 0.21 24.5 45.5 NTEmgMkt 13.34 -0.64 -6.0 50.9 10200 1600 Income Fund 7.33 0.00 5.7 -19.1 HiYldBd 12.04 0.06 4.3 28.6
CapFdInc.LCapGow 98.42 2.74 28.5 143.0 NTEqGrp 11.48 -2.19 25.9 95.6 Bridge Builder Trust: IncmBldr t 13.10 -0.09 5.7 33.6
DiscovValFd 24.57 0.57 33.9 71.3
IntDurInstl 15.23 -0.07 -1.0 16.6
NTGrwth 24.27 0.76 28.4 150.9 6900 1350 CoreBond 10.42 -0.06 -1.3 17.9 LgCpGrowA t 61.07 1.90 28.5 145.6
NTHeritage 15.68 0.49 12.0 130.3 CorePlusBond 10.32 -0.05 -0.5 20.1 LgCpIdx pn 60.77 1.36 27.0 103.3
IntlStraEquPtZ 13.22 0.31 9.8 40.6 NTHighInc 9.88 0.05 7.2 31.7 Intl Eq 13.60 -0.69 1.8 45.7 LgCpVl A 16.82 0.32 22.0 71.8
MuniIncmShares 12.86 0.00 7.3 26.8 NTIntlVal 9.49 -0.80 8.7 40.1 3600 1100 LargeCapGrowth 23.53 -1.08 22.7 130.3 LiGoBalA p 12.66 -0.56 12.1 57.5
SmCapGrwPortZCl 85.50 3.01 9.1 144.8 NTFocLgCapVal 11.74 -1.68 17.5 60.9 LargeCapValue 17.17 -0.59 24.6 80.9 MdCpIndxA pn 16.92 0.41 22.1 79.1
AB Funds - A:
BalWlthStrA p 16.48 0.20 12.1 42.1
SDIPB 10.93 -0.42 6.3 18.8 300 850 MunicipalBond 10.75 0.00 1.9 14.0 MidCapGthA t 25.17 0.84 15.8 120.4
Sustain Equity 48.00 1.19 28.4 NS S/MCapGrowth 16.69 -2.40 15.7 110.2 SelgComuInfoA 128.18 4.69 37.5 221.8
GlobalBondA p 8.29 -0.03 -0.8 11.8 American Century I: S/MCapValue 14.65 -1.08 25.9 74.0 SelMidCpValA 13.74 0.36 29.4 86.4
GrowthA p 112.92 3.08 20.7 125.9 CaHYMu 11.21 0.00 4.1 19.3 -3000 600 Brown Advisory Funds: SmCapGthA t 26.28 1.05 -2.4 148.4
HighIncomeA p 7.93 0.02 4.7 22.5 DiscCoreVal 35.23 -9.16 21.9 76.2 Oct Nov Dec Oct Nov Dec GrowEqInv n 34.24 0.91 18.8 132.4 SmCpIdxA pn 28.99 0.88 24.7 76.7
LgCpGrA p 88.00 2.44 28.1 140.7 DivBnd 10.96 -0.05 -0.7 17.2 GrwthEquityInst 34.91 0.93 18.9 133.4 StratIncA 24.50 0.05 1.5 20.2
MuCA A p 11.51 0.00 2.1 14.5 EmgMkt 14.08 0.08 -6.7 45.9 Money Market Funds Taxable Bond Funds SmallCapFndInst 30.90 0.66 29.2 57.2 TaxEA 13.57 0.00 2.9 14.9
NtlMuA p 10.76 -0.01 2.5 15.0
RelatValA p 6.50 0.10 25.5 64.6
EqInc 9.73 -0.46 15.6 48.7 16000 9575 SmCapGrInv n 27.01 0.73 6.5 96.9 TechA p 69.09 2.46 23.2 175.2
FocusDynamGrowth 57.37 1.85 8.3 164.8 BrownSmCoInv n: ThermoA 16.98 -2.19 6.0 58.8
SmCpGroA p 74.29 2.62 8.8 142.2 Growth 55.46 1.74 27.7 146.6 BrownSmCoInv n 117.10 3.44 -3.7 92.6 TotReBdA t 37.24 -0.12 -0.1 22.7
SmMdCpGrA p 13.16 0.53 10.4 135.3 IntTF 11.85 0.00 2.1 14.8
SustGlblThemGrA p 173.72 4.03 20.0 124.5 11000 6850 Buffalo Funds: Columbia Class Adv:
MdCapVal 17.68 -2.44 21.2 63.3 DiscFd n 28.59 0.98 10.7 103.2 ContCore p 33.88 0.78 23.5 108.4
AB Funds - ADV: OneChoice2035 18.62 0.25 10.4 54.8
ConGroAdv 59.68 1.35 30.2 131.1 SmCap n 19.00 0.84 4.1 159.9 DivIncom 31.67 0.46 24.2 76.4
SDIPB 10.92 -0.39 5.9 17.0 Columbia Class C:
GlbBd 8.28 -0.04 -0.7 12.6 6000 4125
HiIncmAdv 7.94 0.02 4.9 23.4
SmCapVal
Ultra
10.91
92.17
-0.51
3.13
34.8
23.7
103.3
164.3 C Balanced
DivInc t
50.72
30.04
0.71 13.3 64.7
0.44 23.0 71.2
IntlSmCapPtADV 12.80 0.30 10.9 47.3 American Century Ins: Calamos Funds: Columbia Class I:
IntlStraEquPtADV 13.20 0.30 9.8 40.6 CAIntTf 12.17 -0.01 1.3 12.4
IntlStrgCore 13.75 0.26 9.0 39.5 1000 1400 ConvI 20.11 -2.72 5.6 91.7 Acorn I 14.21 0.50 8.9 88.3
American Century Inv: Gr&IncA p 46.39 -1.39 20.3 91.3 AcornIntl I 32.72 -3.13 11.0 70.0
LgCpGrAdv 98.62 2.74 28.4 142.5 Oct Nov Dec Oct Nov Dec
Balanced n 19.15 -3.77 15.3 59.3 Gr&IncI 44.17 -1.48 20.6 92.7 AltBeta I 28.20 0.11 -2.9 -6.1
MuniBdInfl 11.10 0.04 6.7 18.6 CaHYMu n 11.21 -0.01 3.9 18.6
The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI GrowthA p 40.75 -3.60 23.5 125.7 Balanced I 50.82 0.73 14.4 69.8
NationalPtf 10.77 0.00 2.8 16.0 CAIntTF n 12.17 0.00 1.2 11.8
SelectUSLgShrt 14.44 0.15 16.9 53.7 MktNeutA p 14.68 0.05 4.6 17.4 ConSec I 25.53 0.59 4.3 101.9
DiscCoreVal n 35.15 -9.14 21.6 75.2 MktNeutI 14.50 0.04 4.9 18.3
SmCapCorePortADV 15.14 0.47 22.1 77.8 ContCore I 33.08 0.76 23.5 108.4
DivBnd n 10.96 -0.04 -0.9 16.6 Calvert Investments:
SmMdCpGr 14.82 0.60 10.6 136.9 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. DivIncom I 31.10 0.46 24.2 76.4
EmgMkt nr 13.72 0.08 -6.9 45.0 Bal A 44.59 0.61 13.8 66.2
SmMidCpValAdv 25.60 0.60 33.9 71.0 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. DivOppty t 37.93 0.56 24.8 60.2
EqGro n 30.94 -7.70 25.1 91.9 Eq A p 81.61 1.31 26.9 123.3
SustGlbThemAdv 188.19 4.37 20.3 126.2 EmgMkt r 16.98 0.18 -8.2 66.0
EqInc n 9.72 -0.45 15.4 47.9 CapWGrA 63.07 1.48 13.7 69.2 GblOppInst 37.77 1.09 13.7 125.3 EmMkts n 30.00 0.37 1.1 49.1 EqtyDivd 21.46 0.40 19.1 62.3 LCCoreReIdxA t 41.37 0.98 24.5 116.1
SutblIntlThemat 23.42 0.61 6.7 80.2 FlexCap 15.33 0.21 16.5 61.8
FocusDynamGrowth n 56.65 1.83 8.1 163.2 EupacA p 64.11 1.82 1.4 64.7 GblOppInv n 36.91 1.07 13.4 123.7 IntmDur n 13.32 -0.06 -1.2 15.6 FloRateIncPorIns 9.93 0.01 4.0 16.0
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

TxMgdWlthAppAdv 20.82 0.49 19.7 74.6 Carillon Eagle: FocEq I p 21.95 0.59 18.8 139.5
Grwth n 53.95 1.69 27.4 145.1 FdInvA p 75.40 1.81 21.6 85.0 Intl Inv n 30.20 0.98 8.0 53.4 NY Mun n 14.26 0.00 1.6 10.3 LgCpFocusGwth 7.73 0.24 17.1 137.1
WlthApprStr 20.54 0.48 19.8 75.3 MdCpGrA p 89.73 -7.40 10.9 119.6 GlbTechGw I 72.33 2.57 23.5 177.3
Heritage n 25.61 0.80 10.9 124.7 GBalA p 38.22 -1.28 8.4 43.3 IntlInst 30.37 0.99 8.2 54.4 BlackRock Funds: GlblAlloc 20.82 0.26 6.0 53.6
AB Funds - C: Carillon Reams: IntmMunBd I 10.46 -0.01 1.5 12.8
InfAdjBd n 12.77 -0.41 5.5 25.9 GovtA p 14.11 -0.04 -1.0 14.8 IntlVal Inst 41.94 1.23 15.8 60.2 CoreBd Inst 9.77 -0.10 -1.4 17.6 GlobLg/ShrtCrIns 9.90 -0.35 3.3 15.3
LgCpGrC t 58.64 1.62 27.1 135.3 CorePlBd I 34.58 -0.13 -2.0 24.8 LgCapGr 12.12 0.38 9.6 136.8
Intl Gr n 14.63 -1.30 7.4 77.9 GwthA p 74.39 2.70 19.5 120.3 IntlVal Inv n 41.84 1.23 15.5 59.1 CoreBd K 9.80 -0.10 -1.4 17.8 HlthScOp 79.60 1.47 11.6 76.1
AB Funds - I: UnconstrndBd I 12.82 0.01 -0.4 18.6 LgCpGrow I 64.89 2.03 28.9 147.5
IntlOppt n 11.77 -1.70 3.5 81.0 HI TrA p 10.50 0.04 8.0 29.4 MidCapInst 53.05 1.76 10.5 156.5 CreStraInc Inst 10.02 -0.21 -0.3 19.6 HYMuni 10.65 0.00 8.9 25.4
GlbBd 8.28 -0.04 -0.7 12.6 Carillon Scout: LgCpIdx I 61.26 1.38 27.3 104.9
IntTF n 11.84 -0.01 1.8 14.1 HiInMuniA 17.00 -0.01 5.3 19.9 MidCapInv n 44.49 1.47 10.3 154.7 HiYBlk 7.83 0.01 5.6 29.7 Interntnl 21.91 0.35 8.2 77.2
LgCpGroI 97.91 2.72 28.4 142.3 MidCap I r 24.09 -2.31 14.4 80.9 MdCpIdx I 16.81 0.41 22.4 80.5
FocLgCapVal n 10.61 -1.93 16.5 56.7 ICAA p 51.35 1.14 23.9 82.9 MidCapVal Inv n 21.29 0.50 24.8 68.1 HiYInvA 7.82 0.01 5.2 27.9 iShMSCIIntldx 15.74 0.38 10.5 48.8
SmCpGroI 84.79 2.98 9.0 144.1 CausewayInst : MidCapGth I 28.76 0.97 16.1 122.1
MdCapVal n 17.67 -2.42 21.0 62.3 IncoA p 25.53 0.28 15.9 47.2 SmCpInv n 42.12 1.18 -8.4 120.1 HiYldBd Inst 7.83 0.01 5.6 29.3 MdCpGrEq 47.57 1.66 13.6 137.3
Aberdeen Fds: CausewayInst 17.31 0.18 8.6 40.5 SelComunInfo t 146.34 5.36 37.8 224.2
OneChAgg n 19.38 0.36 13.1 70.2 IntBdA p 13.72 -0.02 -1.0 11.7 Ashmore Funds: InflProtBdInst 11.75 -0.16 4.9 27.1 MultiAstIncome 11.30 -0.06 6.6 30.5
EmMktEqty Inst 17.16 -1.89 -5.5 49.1 CIBC Atlas: SelLCVal p 31.75 0.58 25.7 75.7
OneChCon n 15.84 0.16 8.3 44.3 IntlGrIncA p 38.88 -0.95 8.5 51.7 EmgMktTRInst 6.47 NA NA NA LDurBlk 9.61 -0.01 -0.2 8.5 NatlMuni 11.36 0.00 2.1 14.4
UltStMuniIncInst 10.04 0.00 0.1 2.4 LtdTEBdA 16.08 0.00 0.0 9.0 LowDurBdA 9.61 -0.01 -0.6 7.4 NYMUNIOPP 11.55 0.02 5.4 12.9 DispEq Inst 30.76 NA NA NA SelMdCpVal I p p 13.78 0.35 29.6 87.6
OneChMod n 18.36 0.27 11.0 58.3 Ave Maria Funds:
USSmCapEq Inst 43.72 -8.34 29.1 115.8 OneChoice2025 n 16.40 0.17 8.8 44.8 N PerA p 66.08 2.25 17.1 110.9 Growth pn 49.49 1.10 15.8 95.7 LowDurI Inst 9.62 0.00 -0.3 8.4 ScTechOppInst 66.10 2.35 8.7 210.9 ClearBridge: SmCapGth I 28.84 1.16 -2.2 150.2
Acadian Emerging Markets: OneChoice2035 n 18.57 0.25 10.1 53.9 NEcoA p 61.76 2.02 11.8 96.4 RisingDivd n 23.71 0.42 23.4 73.3 BlackRock Funds A: StratIncOpptyIns 10.14 -0.08 0.8 16.5 AggressGrowthA 147.99 4.02 7.5 66.3 SmCpIdx I 29.23 0.89 25.0 78.0
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

AcadnEm Inv n 23.87 0.13 5.9 40.9 OneChoiceRet n 14.55 0.14 8.2 41.1 NwWrldA 85.20 1.86 3.7 69.4 AdvLCGrwA 22.58 0.68 25.8 135.9 StratMuniOppI 11.97 0.02 5.6 13.1 AggressGrowthI 179.99 4.90 7.8 67.9 StratInc I 24.03 0.04 1.7 20.9
Advisers Inv Trst:
Balanced n 88.64 -6.60 16.5 64.4
Select n
SmCapGrowth n 21.55
116.51 3.47
0.89
25.0
6.6
139.6
134.0
SmCpA p
STBFA p
79.31
9.96
2.31
-0.01
9.3
-0.9
105.2
6.0
B AdvLgCapCore p 20.20
BalCapFd 26.56
0.48
-2.84
27.1
15.6
103.2
65.8
TotRet
WorldInc
11.84
6.20
-0.09
0.01
-0.8
-1.1
19.2
17.5
AllCapValueA 13.98
AppreciationA 33.03
0.31
0.48
24.4
22.2
55.2
88.3
TaxEZ
Thermostat I
13.57
16.66
-0.01
-2.24
3.1
6.2
15.6
60.0
Growth n 108.08 -13.85 24.0 89.5 SmCpVal n 10.78 -0.51 34.5 102.3 STTxExBdA 10.27 0.00 -0.2 6.0 Baird Funds: BasicVal 18.84 0.43 21.0 58.3 BMO Funds: AppreciationI 32.76 0.48 22.6 89.9 TotReBd I 37.26 -0.12 0.1 23.7
Muni n 8.89 -0.01 0.7 13.0 Sustain Equity n 47.83 1.18 27.4 111.7 TECAA p 18.35 -0.01 2.0 14.4 AggBdInst 11.37 -0.05 -1.7 17.5 CAInsMuni 13.08 0.01 4.3 11.7 UltrShtTxFrI 10.09 0.00 0.4 3.6 AppreciationIS 32.88 0.49 22.7 90.4 Columbia Class I2:
AIG Funds: Ultra n 87.78 2.98 23.5 162.7 TxExA p 13.63 0.00 2.0 14.7 CorBdInst 11.68 -0.05 -1.2 18.8 CapAppr 38.94 1.30 20.6 134.7 BNY Mellon: DividendStrat1 n 30.53 -2.43 25.4 83.1 ContCore I2 33.84 0.78 23.6 108.9
FDivStII t 17.74 0.26 17.1 34.2 Value n 8.81 -1.01 22.8 61.7 WshA p 59.75 1.12 26.9 77.1 IntBdInst 11.28 -0.03 -1.5 13.9 EqtyDivd p 21.37 0.40 18.9 61.1 SCMultiStrM 23.09 0.74 10.6 91.5 DividendStratA 30.52 -2.40 25.0 81.6 DivIncom 31.64 0.47 24.3 76.8
Akre Funds: American Century R6: AMG Funds: QualIntMunBdInst 11.87 0.00 0.3 10.8 GlblAlloc p 20.66 0.26 5.7 52.4 BNY Mellon Funds: DividendStratI 31.54 -2.41 25.4 83.2 MidCapIndx 17.32 0.42 22.5 80.6
AkreFocusInst 65.46 1.08 23.2 110.0 AmCentUltraFdR6 92.72 3.15 23.9 165.5 RRSmCapValI 15.21 0.38 20.0 65.4 ShtTBdInst 9.74 -0.01 -0.5 8.8 HlthScOp p 74.98 1.39 11.3 74.7 Aprec pn 47.87 -0.59 26.4 119.7 LargeCapGrowthA 64.78 -6.22 21.2 119.0 SmCapIndx 30.06 0.92 25.0 78.1
AkreFocusRtl 63.42 1.05 22.8 108.3 EmgMkt 14.09 0.08 -6.5 46.5 AMG Managers Funds: BalanA p: LgCp Focus Gr 6.97 0.22 16.8 135.9 CA AMTMuBdZ nr 15.14 -0.02 2.0 13.7 LargeCapGrowthI 74.33 -5.96 21.6 120.9 Columbia Class I3:
Alger Funds A: EqInc 9.74 -0.47 15.7 49.3 Brandywine I n 44.17 0.64 13.6 100.5 BalanA p 25.94 0.28 13.6 70.0 MdCpGrA 40.55 1.41 13.3 135.6 Dr500In tn 59.37 -6.26 27.0 103.1 LargeCapValueA 39.27 -1.13 24.4 73.7 Balanced I3 51.43 0.74 14.5 70.2
CapApr 31.40 1.18 18.0 134.3 Growth 55.55 1.75 27.9 147.7 GWKMBd I 12.31 0.01 0.4 13.3 Baron Funds: MultiAstIncome 11.29 -0.06 6.3 29.6 Dreyf n 16.58 -1.07 26.4 111.8 LargeCapValueI 39.17 -1.15 24.7 75.1 Bond I3 35.17 -0.16 -0.7 19.4
SpectraN 24.67 0.97 12.5 124.9 InfAdjBd PACH R6 12.75 -0.42 5.8 26.9 GWKSmCpCr I 33.66 1.08 20.1 94.3 Asset n 116.30 2.97 12.8 114.9 NatlMuni p 11.37 0.00 1.9 13.5 DreyMid r Inv nr 35.09 -4.44 22.1 79.1 MidCapA 41.48 1.23 26.9 102.4 ContCore I3 p 33.86 0.78 23.7 109.2
Alger Funds I: MdCapVal 17.68 -2.44 21.4 64.0 TSIntlSC I 18.24 0.53 -0.2 52.7 GlobalAdv n 51.93 1.73 1.1 178.7 NYMUNIOPP 11.55 0.01 5.0 11.9 FloRtIncY 11.36 -0.05 4.7 14.8 SmallCapGrowthA 45.99 1.64 11.8 113.7 DivIncom 31.69 0.47 24.4 77.1
CapAppr I-2 94.68 3.62 19.6 138.3 OCP2025 12.26 0.13 9.2 46.5 TSSmCapGrFd Z 18.24 0.53 15.2 120.2 Growth n 114.69 3.38 18.3 128.7 ScTechOppA 60.26 2.13 8.4 208.5 GblRealRtY 17.67 0.16 6.5 31.5 SmallCapGrowthI 51.12 1.82 12.0 115.4 SmCpVal II p 19.95 0.62 32.3 81.8
Alger Funds Inst: OCP2030 13.30 0.16 9.7 50.7 YachtmanFocFd I 21.00 0.51 15.9 65.3 Opportunity n 41.43 1.53 12.2 214.5 StratMuniOpp 11.97 0.02 5.5 12.3 GlbStkI 27.94 0.75 17.0 87.0 SmallCapGrowthIS 52.16 1.87 12.2 116.2 STBond 10.01 -0.01 0.7 10.1
CapApprI 41.35 1.55 18.3 134.4 OCP2035 12.87 0.17 10.5 55.4 YacktFocFd N n 21.08 0.51 15.7 64.4 Partners n 199.44 16.06 31.7 398.3 StrtIncOpptyInvA 10.14 -0.08 0.5 15.5 GlFxIncI 21.64 -0.98 -1.4 15.9 Clipper: Columbia Funds:
Allianz Fds Admin: SmCpVal 10.91 -0.52 35.0 104.2 YacktmanFd I 24.32 0.58 18.8 63.7 SmallCap n 37.46 1.57 14.4 126.7 TotRet 11.84 -0.10 -1.1 18.1 HYldI 6.10 0.02 4.3 25.9 ClipperFd n 136.21 1.56 17.6 74.3 UltShortBd Inst3 9.02 0.00 0.2 5.2
RCMTechI 83.06 NA NA NA American Century Y: Angel Oak Funds Trst: Baron Instl Shares: BlackRock Funds Blrk: InstS&PStkIdx I 76.02 -7.33 27.4 105.1 Cohen & Steers: Commerce Funds:
Allianz Funds A: IntTF 11.84 -0.01 2.2 14.8 AglOkMtiStFdClIn 10.30 0.00 4.1 7.4 AssetInst 122.48 3.13 13.1 116.5 CapAppr 44.28 1.49 21.0 137.3 Interm n 13.78 -0.05 0.8 12.5 GblInfrI 23.23 0.17 14.3 41.4 Bond n 20.42 -0.08 -0.8 16.2
RCMGrowthA 71.64 2.48 22.0 155.9 American Funds Cl A: AQR Funds: DiscoveryInst 34.77 1.57 3.6 132.1 BlackRock Funds C: IntlStkI 26.77 0.59 10.4 72.0 GlbRltyI 64.72 0.57 23.4 50.7 Community Capital Tr:
RCMTech t 61.99 NA NA NA 2010TarRetA p 12.72 0.09 8.3 35.6 DivArbI 12.08 -0.04 5.4 43.1 EmergingMktsInst 17.41 0.20 -7.0 46.9 GlblAlloc t 18.16 0.22 4.9 48.9 IntlStkY 26.44 0.58 10.4 72.2 InstlRlty 57.25 0.66 37.8 78.3 CRAQualInvFd 10.55 -0.02 -1.7 8.3
AllianzGI: 2015TarRetA p 13.63 0.11 9.1 39.1 LgCapDefStyle I 31.51 -0.27 18.6 77.8 FifthAvenueInst 55.91 1.93 11.9 140.5 HlthScOp 63.47 1.17 10.5 70.8 MunBd nr 12.01 -0.08 2.0 15.2 IntlRltyI r 11.75 0.01 5.3 30.7 Credit Suisse Common:
MidCpValA 33.45 NA NA NA 2020TarRetA p 15.06 0.14 9.5 42.0 LgCapDefStyle R 31.47 -0.29 18.6 78.1 GlobalAdvInst 52.98 1.76 1.4 180.8 MultiAstIncome 11.28 -0.05 5.6 26.8 NY Tax nr 15.09 -0.04 1.9 13.4 PrefSecIncmA 14.02 0.04 2.6 28.6 ComdtyRet r 25.10 -9.17 27.8 31.9
Amana Income: 2025TarRetA p 16.98 0.20 10.3 49.8 LgCapMomStyle I 29.11 NA NA NA GrowthInst 120.12 3.55 18.6 130.5 BlackRock Funds III: ResrchGrA 21.20 0.61 19.4 136.2 PrefSecIncnI 14.05 0.03 2.9 29.8 Cullen Funds:
AmanaIncm n 64.98 0.71 20.7 77.7 2030TarRetA p 18.81 0.28 12.0 57.6 LgCpMultiStyle R 22.43 NA NA NA OpptortunityInst 43.89 1.62 12.5 217.1 iShS&P500IdxK 555.64 12.49 27.5 106.0 ResrchGrZ n 21.90 0.64 19.7 137.5 RltyIncA p 20.01 0.25 37.0 75.9 HiDivEqI r 16.39 NA NA NA
AmanaGrowth n: 2035TarRetA p 20.40 0.39 14.3 69.3 MgdFutStrI 7.70 NA NA NA PartnersInst 206.40 16.63 32.0 402.3 iShUSAggBdIdxK 10.48 -0.05 -1.9 15.3 SelMgrSmCpGroY 30.49 1.10 11.7 102.6 RltyIncI 21.33 0.26 37.3 77.3
AmanaGrowth n 72.78 1.74
Amer Beacon Insti:
30.2 139.8 2040TarRetA p 21.46
2045TarRetA p 22.02
0.47
0.49
15.6
15.9
74.8
76.5
TMEmgMultStyle R 11.92
ArbitrageI :
-0.12 -1.7 34.6 RealEstateInst 40.56
SmallCapInst 40.02
1.72
1.67
22.0
14.7
162.5
128.3
BlackRock Funds Inst:
AdvIntl Inst 18.43 0.45 12.1 49.9
SelMgrSmCpVaY 26.53
SmCpStk r Inv nr 33.19
-3.27
-2.49
21.6
24.9
84.4
77.0
RltyShs n 80.74
Colorado BondShares:
0.94 37.9 77.7 D
IntlInst 17.97 -1.50 8.8 34.0 2050TarRetA p 21.72 0.50 16.0 77.7 ArbitrageI 13.24 0.08 0.7 11.1 BBH Funds: AdvLgCapCore 21.27 0.50 27.3 104.6 SmMidCpGrI 34.23 1.21 -3.7 142.5 ColoradoBdShs 9.39 0.00 4.6 17.0 Davenport:
LgCapinst 27.87 -2.63 26.3 74.4 AmcpA p 45.32 1.46 23.3 97.1 Ariel Investments: BdMktN n 10.30 0.00 1.2 8.6 AdvSmCapInst 21.33 0.66 3.8 96.1 StratValA r 40.37 0.97 31.8 79.2 Columbia Class A: Davenport Core n 33.93 0.53 21.7 91.1
SmCpInst 28.29 -2.53 26.4 68.5 AMutlA p 52.32 0.82 23.0 60.9 ApprecInv pn 47.12 0.70 24.3 71.6 BerkshireFocus n: BalCapFd 26.69 -2.87 15.9 67.1 U.S.EqY 27.37 0.71 23.4 94.4 AcornA t 10.00 0.35 8.7 87.0 EqOpp n 25.83 0.51 24.2 117.5
Amer Beacon Inv: BalA p 33.22 0.41 14.9 55.3 Ariel Inv pn 82.85 2.29 29.3 83.3 BerkshireFocus n 43.82 2.56 0.1 194.8 BasicVal 19.25 0.44 21.3 59.8 WWGrA 73.51 1.58 23.2 113.3 AMTTEBd 16.94 -0.01 2.5 17.0 Val&Incm n 20.11 0.32 21.5 58.8
LgCapInv 24.84 -2.59 25.9 72.7 BondA p 13.42 -0.05 -1.1 18.9 Aristotle Value: Bernstein Fds: CAInsMun 13.09 0.01 4.5 12.6 BNY Mellon Funds Tru: BalancedA t 50.95 0.73 14.2 68.5 Davis Funds A:
American Century A: CapIBA p 69.30 0.98 13.6 40.2 Equity Fund n 20.31 0.33 23.4 93.1 Ca Mu n 14.55 0.00 0.7 9.6 CapAppr 43.83 1.47 20.9 136.5 BondFd 12.85 -0.05 -1.6 16.0 BldrAggrsv 13.77 -0.71 15.5 68.4 NYVen A 28.89 0.36 12.5 70.4
EqIncA p 9.72 -0.45 15.1 46.8 CapWA p 19.90 -0.20 -5.3 13.2 Artisan Funds: DivrMuni n 14.79 0.00 1.3 11.5 EmgMkts 29.87 0.14 -1.6 59.2 EmgMkts 13.20 0.25 4.5 46.6 BldrMod p 11.50 -0.43 9.0 47.2 Davis Funds C & Y:

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.
56 BARRON’S December 27, 2021

Mutual Funds Data provided by

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.
NYVenY 29.93 0.38 12.7 71.8 InfraIncomeI 10.30 -0.02 0.1 14.8 FidAdAsset 14.86 0.05 3.8 25.9 EqGrI 22.02 0.64 22.8 148.6 Idx2055InsPre 20.46 0.38 15.2 74.5 NASDAQ nr 197.84 6.13 22.3 153.1 STCrFd 10.02 -0.01 -0.3 9.4 GlBond A p 8.82 0.03 -5.3 -9.1
Del Invest Instl: LowDurBdI 9.90 0.00 0.8 7.8 FidAdAsset 14.09 0.12 7.6 43.2 FAEmgMktI 33.71 0.40 -2.0 70.6 Idx2055Investor 20.44 0.39 15.2 74.3 NewInsights Z 41.79 1.03 24.5 109.8 FidelityAdviAsset: GlSmCo A p 10.89 0.26 13.6 64.0
CorpBdI 6.22 -0.02 -1.0 28.8 LowDurBdN n 9.89 0.00 0.5 7.0 FidAdEm 43.50 0.90 NS NS FAIntDiscI r 52.24 1.15 9.8 73.6 Idx2020 Premier 17.54 0.16 8.0 NS NewMill n 44.83 0.82 22.6 69.0 ADVAssetMan60 16.50 0.23 11.3 59.5 Growth A p 24.24 0.55 4.3 28.4
USGrw 22.06 0.75 8.4 109.2 ShillerEnhCAPEI 17.63 0.25 23.1 98.5 FidAdJapan 18.47 -0.02 3.3 68.8 FAInvGrdI 8.37 -0.04 -1.1 19.9 Idx2025 Premier 19.82 0.22 9.2 NS NewMkt nr 14.21 -0.04 -2.1 13.7 First Eagle Funds: World A p 14.98 0.38 7.7 30.7
Value 20.83 0.26 20.5 49.6 ShillerEnhCAPEN n 17.61 0.25 22.8 97.0 FidFreeBlend 12.34 0.15 NS NS FF2030 16.56 0.22 10.5 60.0 Idx2030 Premier 20.94 0.25 10.4 NS NJMun nr 12.61 -0.01 2.3 17.1 GlbA 64.07 0.61 11.5 48.3 FrankTemp/Temp Adv:
Delaware Invest A: TotRetBdI 10.43 -0.03 0.2 10.9 FidFreeBlend 12.49 0.17 NS NS FF2040 18.47 0.38 15.0 76.6 Idx2035 Premier 23.44 0.37 13.2 NS NYMun n 13.64 0.00 2.7 15.5 Gold p 22.66 0.36 -9.2 68.1 Frng Adv 7.02 0.12 4.7 19.2
Diver Inc p 9.05 -0.03 -1.3 21.3 TotRetBdN n 10.42 -0.04 -0.1 10.1 FidFreeBlend 12.93 0.22 NS NS FltRatel 9.46 -0.01 5.4 16.1 Idx2040 Premier 23.92 0.45 15.3 NS OHMun n 12.46 -0.01 1.5 13.4 OverseasA 25.15 0.33 4.3 33.6 GlBondAdv p 8.78 0.03 -5.0 -8.4
GroInA p 13.94 0.20 20.0 54.1 Driehaus Funds: FidFreeBlend 13.25 0.26 NS NS GrOppI 174.39 6.64 12.4 181.5 Idx2045 Premier 24.84 0.47 15.2 NS OTC n 19.68 0.61 25.5 170.4 US Val A t 20.16 0.17 17.5 53.2 Frost Family of Fund:
OppA p 34.54 0.80 28.2 71.5 EmMktsGr n 41.02 0.73 -2.3 59.4 FidFreeBlend 13.26 0.27 NS NS HiIncAdvI 11.81 0.06 11.0 44.0 Idx2050 Premier 24.88 0.47 15.3 NS OTC K 20.09 0.63 25.7 171.2 US Val I r 20.58 0.17 17.8 54.4 FrTRInst 10.33 -0.01 3.4 13.1
SmCpValA p 75.02 2.12 31.4 71.1 Dupree Mutual Fds: FidSAI 9.99 0.04 NS NS HthCarI r 73.74 2.44 11.7 83.5 Idx 2055 Premier 20.45 0.38 15.2 NS OverseasK r 66.70 2.00 18.0 80.0 FMI Funds:
SMIDCapGrA p 30.39
TxUSA p 12.34
1.35
-0.01
-7.5
4.9
161.1
22.9
KYTF n 7.97 0.00 1.8 13.4 FidSAIEmerg 13.64
FidSAIIntern 13.18
0.15
0.32
5.6
13.1
NS
NS
IntlGr
IntlSmCp
20.85
32.04
0.56
0.53
14.6
11.4
85.6
52.9
IdxIncInsPre
Income n
12.79
12.19
0.03
0.03
2.7
2.9
24.5
25.0
Ovrse n
PcBas nr
66.87
38.89
2.01
0.45
17.9
2.1
79.4
84.7
IntlInvst n 35.24
LgCapInvst n 19.32
0.89 12.7 34.6
0.37 16.6 65.1
G
Deutsche DWS:
CapGrth p 124.88 3.20 21.8 141.4
E FidSer5
FidSer0-5
10.02
10.01
0.03
0.00
NS
NS
NS
NS
LmtdTrmBdFd
MuniIncI r
11.66
10.80
-0.02
0.00
-1.3
1.1
10.3
12.5
Income K
Fidelity Invest:
12.17 0.04 2.9 25.2 PuritanK
Puritn n
27.07
27.09
0.49
0.48
18.6
18.5
78.9
78.4
FPA Funds:
FPACres n 36.81 -2.62 14.5 57.4
Gabelli Funds:
Asset pn 63.42 1.18 17.3 64.7
CapGrth n 127.04 3.26 22.1 143.2 Eaton Vance Class A: FIDSerEmgMkt 10.43 0.10 -4.9 26.8 MuniIncome 13.56 0.00 2.7 16.5 AdvSrsGroOpport 14.15 0.54 13.5 182.8 RealE n 52.13 0.46 37.4 58.0 NwInc n 9.98 -0.01 0.9 7.6 GabelliAsstFdClI 63.37 1.18 17.6 65.9
CoreEq n 33.37 0.67 24.5 95.8 AtlCpSMID p 34.76 0.85 19.4 85.4 FidSerInt 9.87 -0.09 NS NS NwInsghtI 41.64 1.03 24.4 109.1 AggrInt n 28.08 0.75 11.0 86.8 RealEstInc nr 13.64 0.06 17.5 37.7 Franklin: SmCapG n 46.57 1.16 23.3 75.4
EqDivA 54.18 0.15 17.1 40.5 DivBldrA 19.58 0.35 22.7 86.4 FidSerToMarket 15.85 0.38 24.8 NS REIncmInst 13.58 0.05 17.5 37.6 AilSectEq 11.83 0.33 25.9 118.7 REInc n 11.62 0.04 14.7 34.6 FrnkGrowFdClA 19.08 0.33 16.1 57.1 SmCpGrwI 48.62 1.22 23.6 76.7
GblGrwS n 47.18 -0.39 3.4 70.9 FloatRt 9.09 0.01 3.8 13.1 FIDSerTresIndxFd 10.00 0.00 0.1 3.4 SmCapGrwI 31.70 1.08 10.2 117.4 AMgr20% n 14.87 0.05 3.8 25.8 SAIIntlMinVolInd 11.52 0.12 9.2 26.8 Franklin A1: Util A p 8.10 0.05 15.2 31.0
GNMA S n 13.60 -0.01 -1.1 9.3 FltgRtAdvg p 10.55 0.01 5.1 15.7 FIDZroExtMktIx n 12.94 0.37 20.5 84.4 StrInI 12.68 -0.02 3.7 24.4 AMgr50% n 22.57 0.25 9.3 51.0 SAILTTreBdIdx 11.38 -0.19 -4.6 29.8 AZ TF A1 p 11.01 0.00 1.5 13.6 GAMCO Funds:
HiIncA 4.81 0.03 3.7 26.0 Inc Bos 5.59 0.03 5.2 25.1 FIDZroLgCpIx n 16.75 0.38 25.8 108.5 Total Bd 11.04 -0.05 -0.2 20.2 AMgr70% n 29.49 0.49 13.2 67.1 SAISm-MidCap500I 11.09 0.28 19.3 92.5 CA TF A1 p 7.75 0.00 1.7 16.9 GwthAAA pn 104.83 3.15 22.5 141.1
MgdMuniA p 9.25 0.00 2.3 14.8 LgCpVal 23.90 0.43 22.4 67.4 Flex 500 Index 20.14 0.45 27.6 106.3 Fidelity Advisor M: AMgr85% n 27.32 0.57 16.3 80.5 SAIUSMinVolIndFd 19.07 0.27 19.9 72.2 CAHY A1 p 11.43 -0.01 3.7 19.0 Gartmore Funds:
MgdMuniS n 9.26 0.00 2.5 15.4 NatlMuniInc 10.34 0.00 1.4 15.8 FlexIntIdx 13.57 0.25 7.0 47.3 Balanced p 28.91 0.53 17.1 80.9 AstMgr30R n 12.92 0.07 5.6 34.8 SAIUSQtyIdx 18.83 0.44 27.5 115.2 CAInt A1 p 12.04 -0.01 0.7 10.0 NationwideInstSv 29.65 -3.33 24.3 107.5
S&P500S n 44.47 0.99 27.2 105.1 ShDurGovIncFd 7.96 0.01 -0.5 3.8 FlexMuniInc 10.56 0.00 2.3 15.1 EqGr p 18.81 0.54 22.2 145.0 Balanc n 30.23 0.56 17.7 84.3 SCEnhIdx n 15.18 0.48 19.9 83.3 Fed TF A1 p 12.29 0.00 2.4 15.7 Gateway:
TechA 36.55 1.14 22.9 169.0 ShDurStratIncFd 7.14 NA NA NA FlexUSBdIdx 10.52 -0.04 -1.9 15.2 EqIn p 35.27 0.48 20.1 58.1 BalancedK 30.22 0.56 17.8 84.7 SCValueI r 21.40 0.62 36.3 87.3 FedInt A1 p 12.23 0.00 0.8 10.4 GatewayA 40.70 0.37 11.2 34.0
Diamond Hill Funds: TMG1.0 n 2066.82 NA NA NA Freedom2060K 15.65 0.30 15.7 77.2 GrOppM p 156.73 5.96 11.9 177.4 BluCh n 184.09 6.70 23.0 181.1 SmallCap nr 19.59 0.68 17.8 79.3 HiInc A1 1.89 0.01 5.1 28.9 GE Elfun/S&S:
LgCapA pn 35.21 0.55 23.6 83.5 TMG1.1 93.32 1.79 24.0 105.6 GlexUSIdxInstPre n 15.19 0.28 7.0 47.1 NwInsghtM p 37.85 0.93 23.7 105.9 BluChpGr K6 27.94 1.06 23.4 189.6 SmCapDisc n 30.19 0.88 33.6 87.4 HY TF A1 p 10.46 -0.01 4.7 19.4 Tax Ex n 11.47 -0.01 1.4 13.9
LgCapI 35.50 0.56 24.0 85.1 TMG1.2 41.97 0.88 23.8 104.7 GrowthCompanyK6 23.64 0.75 22.9 NS SmllCapM p 31.62 1.08 29.5 108.4 BluChpGrK 184.74 6.73 23.1 181.8 SmlCapO n 14.72 0.49 22.0 94.3 IncomeA1 p 2.50 0.02 16.3 40.7 Trusts n 88.50 1.87 23.7 118.5
LgCapY 35.56 0.55 24.1 85.7 WW Hlth Science p 14.43 0.34 20.5 78.6 InflPrBdIndInsPr n 11.07 -0.51 5.1 26.5 StkSelMC 47.73 1.34 20.6 80.5 CALmtTrmTFB n 10.78 0.00 0.3 7.5 SmlCpGrth nr 31.59 1.07 10.2 117.4 MIInsTF A1 p 11.85 0.00 1.0 14.1 GMO Trust Class III:
LongShortI 28.57 0.44 18.9 50.3 Eaton Vance Class I: IntlIdxInstPrem n 48.91 1.06 10.6 49.2 StrInM p 12.49 -0.02 3.4 23.4 CAMun n 13.33 -0.01 1.7 14.6 SmlCpGrth K6 16.80 0.58 10.3 118.9 MNInsTF A1 p 12.68 0.00 0.5 12.9 EmgCntryDt r 23.56 NA NA NA
SmMidCapI 28.00 0.64 28.8 71.4 AtlCpSMID 40.38 0.99 19.7 86.8 IntlIndex n 11.90 0.22 7.3 48.3 Fidelity Advisor Z: Canad nr 63.46 1.74 24.8 68.6 SmlCpGrth Z 31.86 1.09 10.3 118.3 MO TF A1 p 11.92 -0.01 1.7 13.6 Quality 30.15 0.49 25.1 101.6
Dimensional Fds: FloatRtHiInc 8.71 0.02 4.7 16.1 IntrTresBdIxPrem n 11.16 -0.07 -2.9 14.6 AdvIntlSmCpZ 32.00 0.54 11.5 53.5 CapAp n 43.91 1.18 23.6 123.8 SmlCpVal nr 21.40 0.62 36.3 87.4 NY TF A1 p 11.32 0.00 1.8 14.2 GMO Trust Class IV:
2TGlFxd 9.88 -0.01 -0.4 3.6 FltgRt 8.79 0.00 4.1 13.9 LgCpGwId InstPre n 29.58 0.89 27.3 152.0 AssetManager50% 22.52 0.26 9.4 51.3 CapDevA p 18.81 0.45 24.1 82.9 Srs1000ValIndRet 15.35 0.24 23.5 65.4 OHInsTF A1 p 13.03 0.00 0.9 13.2 EmgCntrDt 23.51 NA NA NA
5GlbFxdInc 10.70 -0.02 -1.0 4.7 GblMacAbR 8.63 0.02 2.0 16.1 LgCpVlIdxIstPrem n 16.11 0.25 23.3 65.1 AssetMngr85 27.20 0.57 16.3 80.9 CapDevO n 19.69 0.47 24.5 84.5 SrsBlChGroRetail n 16.49 0.59 23.0 181.8 OR TF A1 p 11.87 0.00 1.3 13.2 IntlEq 23.68 0.60 11.5 53.1
CAIntrTrmMuniBd 10.73 0.00 -0.4 6.5 IncBos 5.59 0.03 5.5 26.1 LTTrsBdIdxInstPr n 14.77 -0.23 -4.8 28.7 AsstMngr70 29.48 0.50 13.3 67.4 ChinaReg n 43.11 0.50 -14.1 75.6 SrsCommStrt 4.07 0.11 26.5 29.1 PA TF A1 p 10.02 0.00 1.9 12.2 Quality 30.23 0.50 25.2 102.0
CASTMuniBd 10.25 0.00 0.0 2.3 LgCpVal 24.01 0.43 22.7 68.6 MidCpGrwthIndx n 29.73 0.89 12.5 NS CorporateBond 12.40 -0.07 -1.4 25.5 CnvSc n 43.64 0.96 10.0 107.7 SrsEmrgMkt 20.89 0.19 -5.7 55.3 US Gov A1 p 5.84 -0.01 -1.9 7.5 GMO Trust Class VI:
Cont 33.53 1.08 15.8 72.0 NatlMuniInc 10.34 0.00 1.7 16.7 MidCpInxInstPrem n 31.60 0.72 21.1 91.5 EmMkt Z 33.60 0.39 -1.9 71.2 Contra n 18.71 0.41 24.0 125.0 SrsGlobal 14.95 0.27 7.0 47.2 Utils A1 p 21.50 0.12 15.2 40.6 EmgMkts r 33.45 NA NA NA
DFARlEst 50.07 0.54 37.1 67.0 Eaton Vance Funds: MidCpValIndex n 26.07 0.48 25.9 NS FloatRateHighInc 9.46 -0.01 5.4 16.4 ContraK 18.77 0.41 24.1 125.6 SrsGroCoRetail 20.56 0.63 25.0 213.7 Franklin Templeton: Quality 30.15 0.49 25.3 102.2
EmgMkt 31.44 0.37 2.2 37.7 ParTxMgdEmgMktIn 52.16 0.82 4.5 25.0 NewMkt I 14.21 -0.04 -2.2 13.6 GovtIncome 10.64 -0.06 -2.0 12.1 CorpBd n 12.41 -0.07 -1.4 25.3 SrsIntlGrw 18.97 0.49 15.7 92.6 TgtGro A p 22.23 0.37 15.6 65.3 Goldman Sachs A:
EmgMktSoCoEq 15.89 0.21 3.6 40.0 Edgewood Growth Instituti: OTCK6Port 20.89 0.67 26.6 NS GrOpp 176.44 6.73 12.5 182.5 CpInc nr 11.16 0.05 11.1 47.0 SrsIntlSmCp 21.00 0.53 16.2 84.0 TgtModA p 17.72 0.22 11.7 50.0 CapGr 31.84 0.78 23.8 109.5
EmgMktVa 30.83 0.35 11.8 28.3 EdgewoodGrInst 60.08 NA NA NA PuritanK6 14.61 0.28 18.7 NS HighIncome 8.68 0.00 4.2 22.2 DisEq n 64.82 1.69 26.7 126.1 SrsIntlVal 11.08 0.24 15.4 48.7 FrankTemp/Frank Adv: HYMuni p 10.68 0.00 5.3 22.2
EmMktCorEq 24.90 0.33 5.2 42.0 RealEstIdxInst n 19.49 0.23 36.0 48.1 IntCpAp 31.51 0.84 11.2 87.1 DivGrowK 36.14 0.91 26.6 72.2 SrsSmCapDiscRet 14.04 0.42 34.3 97.6 CA HY Adv t 11.46 0.00 3.9 19.3 Muni 16.77 0.00 2.7 14.1
EmMktSmCp 24.58
Fixd 10.28
0.33
0.00
12.8
-0.2
51.1
3.1 F SAIIntlMon 14.27
SAIIntlSmComplet 14.24
0.37
0.23
11.6
9.1
NS
NS
InvestGradeBd
NewMktsIncFdZ
8.38
14.21
-0.04
-0.04
-0.8
-2.1
20.4
14.0
DivGth n
DivIntl n
36.19
47.97
0.91
1.05
26.4
11.6
71.7
76.8
STBF n
StkSelCpK
8.61
68.74
-0.01
0.78
-0.8
22.4
7.5
110.8
CA IntAdv
CA TF Adv t
12.07
7.73
-0.01
0.00
0.8
1.8
10.2
17.1
Goldman Sachs Inst:
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

CoreFix 10.87 -0.05 -1.9 18.8


GblAll60 40Inst 21.88 0.27 12.7 51.7 Fairholme: SAIRealEstIndxFd 13.39 0.15 35.9 48.4 RE Income 13.58 0.06 17.7 38.2 DivIntl K6 15.25 0.33 12.1 78.4 StkSelSmCp n 33.86 1.07 23.3 105.2 CvtScAdv 24.90 0.44 7.8 102.3 EmgMktEq 28.81 NA NA NA
GlAll25 75Inst 14.68 0.07 5.2 25.3 Fairholme n 30.22 1.30 3.7 100.3 SAIUSLgCpIndxFd 22.54 0.51 27.6 106.0 StkSelAllCap 68.39 0.75 22.4 110.8 DivIntlK r 47.86 1.05 11.7 77.4 StkSlcACap n 68.92 1.20 22.3 110.2 Dynat Adv 161.51 5.56 13.0 159.1 EnhInc 9.49 0.00 0.1 6.0
GlEqInst 32.03 0.68 21.8 81.0 FAM Dividend Focus: SeriesBondFd 10.42 -0.04 -1.8 NS StrgInc 12.69 -0.02 3.8 24.8 DivStkO n 34.88 0.96 27.9 118.7 StratDivInc n 18.77 0.24 17.4 62.9 Fed TF Adv 12.30 0.00 2.5 16.0 Gr 36.15 1.14 29.1 131.9
GlRESec 13.06 0.12 27.2 50.5 FAMDivFocFd n 52.28 1.15 23.4 91.9 SeriesOverseas 14.22 0.41 18.1 NS Fidelity Freedom: Emerg Asia nr 50.76 0.01 -15.4 95.9 StrDivIncI 18.71 0.24 17.4 62.7 FedIntAdv 12.26 0.00 0.9 10.7
HYMuni 10.68 0.00 5.6 23.2
InfProtSec 13.21 0.03 4.8 27.4 FAM Value: SerLTTreBdIdx 8.53 -0.13 -4.8 28.6 2060 K6 15.66 0.31 15.8 78.0 EmrgMktK r 43.54 0.89 1.3 85.1 TaxFrB nr 12.15 -0.01 2.6 17.1 GrOpAdv p 64.51 1.69 18.0 143.5
Int 14.23 NA NA NA
IntGvFxdInc 12.68 -0.07 -3.1 14.2 FAMValue n 102.51 1.51 23.2 78.3 SmallCapValIndx n 25.75 0.72 27.2 NS FAFree2020I p 14.50 0.15 8.1 48.2 EmrgMktsDebt 9.05 -0.01 -0.9 14.8 TotalBond n 11.06 -0.05 -0.1 20.4 Growth Adv t 150.34 3.51 21.3 119.9
Muni 16.76 0.00 3.1 15.3
IntlCoreEq 15.92 0.38 12.6 51.7 Federated Hermes: SmCpIdxInstPrem n 27.51 0.84 14.5 80.5 FAFree2025I 15.13 0.18 9.2 53.2 EmrMkt nr 43.55 0.89 1.1 84.4 TotalBond K6 10.26 -0.04 -0.1 20.8 HY TF Adv 10.51 -0.01 4.8 19.7
ShDuTF 10.78 0.00 0.4 6.6
IntlREst 4.64 0.03 10.5 25.5 FdIntlGrIS 18.70 0.37 5.4 96.7 STBdIdx InstPrem n 10.13 -0.02 -1.1 9.0 FAFree2035I 16.80 0.29 13.1 70.5 Eq Inc n 69.28 1.16 22.7 72.4 Trend n 171.86 6.46 22.9 158.4 IncomeAdv 2.48 0.02 16.6 41.6
SmCapVa 57.11 1.64 25.0 62.0
IntlSustCore1 13.08 0.33 10.9 58.0 FedHerInterEquit 32.35 0.61 7.0 63.6 STTreIdx InstPre n 10.55 -0.02 -1.3 7.9 FAFree2045A 14.39 0.29 14.8 75.2 EqDivIncm n 30.25 0.42 20.5 60.6 Utility n 27.50 0.27 5.5 32.2 RisDv Adv r 95.08 1.40 24.6 95.3
Guggenheim Funds Tru:
IntlVal 19.02 0.44 17.8 36.4 FedHerUltBon 9.17 -0.01 0.2 NS TMktIdxInstPrem n 132.84 3.14 24.8 105.0 FF2005 n 13.19 0.04 3.6 28.9 EqDivIncmK 30.24 0.42 20.6 61.0 Value n 14.45 0.38 32.9 97.5 SmCpGrAdv p 25.87 0.96 -0.5 99.8
FloRaStraFdInst 25.07 0.01 5.0 14.0
IntlVectorEq 13.75 0.33 13.6 50.1 TotalMarketIndex n 16.65 0.39 25.0 105.3 FF2010 n 16.56 0.09 5.2 35.4 EqIncK 69.21 1.15 22.8 72.9 ValueDisc n 37.73 0.48 23.0 69.2 SmCpValAdv t 60.12 1.71 23.7 70.1
Federated Hermes A: MacOppFdClInstl 27.09 0.03 2.3 16.5
IntrLrgCpGroPor 17.42 0.41 13.2 68.2 TtlIntIdxInstPr n 14.23 0.26 7.5 48.5 FF2015 n 13.83 0.11 6.8 41.9 Europ nr 38.10 1.13 5.2 58.7 ValueK 14.46 0.38 33.0 97.9 SmMCpGrAv t 51.80 1.42 9.9 139.0
EqIncA p 27.48 0.57 19.4 58.6 TotRtnBdFdClInst 28.55 -0.12 -0.2 20.4
IntSmCo 21.43 0.54 12.4 57.8 USBdIdxInstPrem n 11.97 -0.06 -1.9 15.3 FF2020 n 17.76 0.18 8.4 48.2 Fidel n 78.51 2.00 32.1 133.2 Wrldw n 35.71 0.99 18.0 106.3 USGovAdv p 5.86 -0.01 -1.8 7.9
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

FdShInToRetA 10.56 -0.01 -0.7 9.5 TotRtnBondFdClA 28.53 -0.12 -0.5 19.3
IntSmVa 21.02 0.50 13.9 43.9 USSusIdx n 21.00 0.54 30.3 110.9 FF2020A p 14.33 0.14 7.8 47.1 FltRateHi nr 9.47 -0.01 5.5 16.3 Fidelity SAI: Utils Adv 21.71 0.12 15.4 41.3
FedMunULA pn 10.03 0.00 0.0 2.7 GuideMark Funds:
IntTermMuni 10.43 0.00 -0.4 8.1 Fidelity Adv Focus A: FF2025 n 16.29 0.19 9.5 53.2 FocsdStk n 34.63 1.10 26.8 132.8 FidSAIEmgMktIndx 15.60 0.12 -3.4 37.4 FrankTemp/Franklin A:
KaufmannA p 6.74 0.21 3.3 86.2 LgCpCorServ pn 31.25 0.70 25.2 104.2
IntVaIII 16.38 0.38 18.0 37.1 HthCarA r 66.63 2.20 11.4 82.1 FF2025A p 14.94 0.18 9.0 52.1 FournOne n 64.01 1.08 16.4 74.2 FidSAIIntlIndxFd 14.06 0.31 10.4 49.1 BAL A t 13.48 0.11 14.3 44.2
KaufmnLCA p 33.91 0.89 13.9 112.2 GuideStone Funds:
ITExQual 11.24 -0.07 -2.2 22.8 TechA t 100.52 3.07 27.1 229.4 FF2030 n 20.50 0.27 10.8 60.0 GNMA n 11.58 -0.02 -0.9 9.1 IntlValIdx 9.22 0.18 13.3 30.4 BalInv p 35.12 0.60 25.5 56.3
KaufmnSCA p 59.02 2.14 3.2 110.2 AggrAllGS4 n 14.08 NA NA NA
LgCo 33.60 0.76 27.5 105.8 Fidelity Adv Focus C: FF2035 n 18.01 0.30 13.6 70.5 GovtInc n 10.62 -0.06 -2.1 11.9 LowDurationInc 9.99 0.00 0.0 NS BioDis A p 125.87 3.96 -15.8 58.4
MunStkAdvA p 14.76 0.09 9.9 36.7 BalAllGS4 n 13.23 NA NA NA
LgCpIntl 27.15 0.63 11.8 51.2 HthCarC p 49.98 1.65 10.6 78.0 FF2035A t 16.60 0.28 12.9 69.2 GroCo n 40.61 1.26 23.5 203.1 Muni Inc 10.88 0.00 2.3 15.9 CoreAll A p 24.55 0.53 15.1 77.2
ShIntDurMuA p 10.32 0.00 -0.1 4.5 EqindxGS2 49.84 NA NA NA
SclCrEqInst 15.09 0.37 12.1 50.2 Fidelity Adv Focus M: FF2040 n 12.96 0.25 15.6 76.7 GroInc n 51.33 1.08 24.6 80.5 SAIEmgMktLoVolIx 11.34 0.09 9.6 NS CvtSc A p 24.90 0.44 7.5 100.7
ShtIncA t 8.61 0.00 -0.2 7.5 Tech p 92.46 2.83 26.8 227.0 FF2040A p 18.27 0.37 14.8 75.1 GrowCoK 40.74 1.26 23.6 203.8 ShortTermBd 9.92 -0.01 -0.7 NS DynaTech A p 155.35 5.33 12.7 157.1 EqIndxGS4 n 49.86 NA NA NA
SelHdgGlFxd 9.54 0.01 -0.9 6.5
STExQual 10.82 -0.01 -0.6 6.5 StrValDivA p p 5.79 0.03 19.9 32.5 Fidelity Advisor: FF2045 n 14.84 0.29 15.6 76.6 GrStrt nr 71.79 1.99 20.2 121.6 TotalBd 10.44 -0.05 0.0 20.4 EqIn A p 31.42 0.42 23.5 68.6 GrAllGS4 n 14.03 NA NA NA
STGov 10.41 -0.01 -1.3 2.0 UltraShortA pn 9.18 0.00 0.2 5.8 MultiAstIn Retai n 14.89 0.15 17.0 71.3 FF2050 n 14.97 0.30 15.6 76.6 GwthDiscovery n 55.67 1.60 22.8 147.6 TxFreeBd 10.94 0.00 2.2 15.2 FlRtDA A p 7.85 -0.01 7.9 6.6 GrEqGS2 29.80 NA NA NA
STMuniBd 10.16 0.00 0.0 2.5 StockTrA 30.86 0.62 26.1 66.3 SrsAdvIntlCapApp 31.47 0.84 11.0 86.5 FrdmBlen2025 K6 12.34 0.15 9.3 53.6 HighInc nr 8.68 0.00 4.0 22.0 U.S.TreBdIdx 10.06 -0.05 -2.3 13.2 FoundFAlA p 14.86 0.17 11.1 34.9 GrEqGS4 n 29.32 NA NA NA
TAUSCoreEq2 28.47 NA NA NA Federated Hermes C: StragInc n 12.68 -0.02 3.7 24.6 Free2045L 14.55 0.30 15.0 76.6 IntBd n 11.02 -0.04 -1.4 14.0 USMomentumIdx 16.75 0.38 22.0 104.8 FrkIntlGrthA 21.09 0.94 -0.1 85.2 IntEqGS2 14.65 NA NA NA
TM US Sm 58.78 NA NA NA StraValDivC p 5.80 0.03 19.0 29.5 Tech Z 112.01 3.43 27.6 233.3 Free2050I 14.56 0.30 15.0 76.5 IntlCapiApp K6 16.21 0.43 11.2 88.7 USValueIndex 12.27 0.24 29.1 64.7 FSmCoSer r 21.51 0.45 9.2 48.8 LowDurGS2 13.42 NA NA NA
TM USTgtVal 46.29 NA NA NA Federated Hermes Int: TotBdFdClZ 11.04 -0.05 -0.1 20.7 Free2055 n 17.22 0.34 15.6 76.6 IntlDisc n 52.43 1.15 9.8 73.8 Fidelity Selects: GoldPrM A p 21.49 0.63 -6.0 114.7 MedDurGS2 15.05 NA NA NA
TMMttVa2 36.47 0.64 24.1 66.1 GloFinI 37.24 1.13 4.2 56.0 Fidelity Advisor A: Free2060InstPrem 17.32 0.33 15.2 74.5 IntlEnhIdx n 11.06 0.24 10.7 44.3 Banking nr 29.41 0.53 36.7 69.1 GrOp A p 57.95 1.52 17.7 141.6 ValEqGS2 20.91 NA NA NA
TMUSEq 50.94 NA NA NA InsHiYld r 9.92 0.04 4.6 27.8 AdvMdCpIIA p 23.16 0.64 22.8 85.5 Freedom2010 K 16.55 0.09 5.2 35.6 IntlGrRet n 20.90 0.55 14.6 85.7 Biotech nr 19.96 0.57 -9.6 83.3 Growth A p 149.45 3.49 21.0 118.3
US CoreEq1 36.07 0.80 26.2 98.8 MDTSmCIS
TtlRtnBdI
26.19
11.26
0.91
-0.03
29.3
0.0
86.5
20.8
AdvStrDivInA p 18.62 0.24 17.1 61.6 Freedom2015 K 13.82 0.11 6.9 42.2 IntlScOpps nr 26.06 0.67 15.6 84.5 Broker nr 132.64 3.24 41.1 138.6 LwDuToRt A 9.48 -0.01 0.7 8.7 H
US CoreEq2 32.65 0.72 27.0 97.6 BalancA t 28.48 0.52 17.4 82.3 Freedom2015 K6 13.78 0.11 7.0 42.6 IntlSmCap nr 31.83 0.53 11.4 52.9 Chem nr 18.25 0.30 28.4 71.9 RisDv A p 95.21 1.41 24.3 93.8
US Micro 27.14 0.83 31.8 76.5 Federated Hermes IS: BioTech 27.67 0.89 -1.8 75.6 Freedom2020 K 17.75 0.18 8.5 48.5 IntMu n 10.78 0.00 1.1 12.7 Comp nr 113.34 3.24 22.3 160.9 SmCpGr A p 22.79 0.84 -0.7 98.3 Harbor Funds:
US Small 46.40 1.30 28.8 81.3 IntEq IS p 32.33 0.61 7.0 63.4 DivIntlA 29.20 0.64 11.5 76.9 Freedom2020K6 17.71 0.18 8.6 49.0 InvGB n 8.36 -0.04 -1.0 19.9 ConDis nr 71.34 2.49 18.1 115.5 SmCpVal A p 56.31 1.60 23.4 68.8 Bond 12.02 -0.05 -0.6 18.0
US SmCpVal 42.83 1.26 37.8 72.7 KaufmnIS 7.00 0.22 3.9 89.2 EqGrA p/r t 19.40 0.56 22.5 146.6 Freedom2025 K 16.27 0.19 9.6 53.5 InvGrBd 11.62 -0.05 -0.4 20.7 ConStap nr 95.68 0.91 12.0 66.9 SmMCpGrA p 44.33 1.21 9.7 137.1 CapApInst 101.37 -14.90 16.3 152.6
US TgdVal 29.71 0.83 36.5 79.1 KaufmnSCI 60.71 2.21 3.7 113.1 EqInA 34.25 0.46 20.3 59.2 Freedom2025K6 16.25 0.19 9.7 54.0 LargeCap n 41.77 0.99 24.9 85.3 CstHou nr 104.92 2.34 53.0 181.3 StrInc A p 9.40 0.02 1.9 14.4 CapApInv pn 94.04 -15.21 15.9 149.8
USLCpGr 32.30 0.66 25.3 110.2 CorpBondFdIS 9.73 -0.03 0.0 24.9 FF2030A p 16.42 0.22 10.2 58.8 Freedom2030 K 20.49 0.26 10.9 60.4 LCapCrEIdx n 21.39 0.48 29.2 102.7 DfAero nr 15.79 0.55 4.5 33.3 TgtCon A p 15.91 0.13 7.7 34.9 IntlGr r 20.87 -1.34 2.2 84.6
USLgVa 45.43 0.73 26.3 62.9 FdShinToRetI 10.55 -0.01 -0.4 10.3 GrOppA 159.07 6.06 12.1 179.3 Freedom2030K6 20.46 0.27 11.1 61.1 LCapGrEIdx n 31.28 0.94 28.9 141.8 Energy nr 34.96 1.02 53.8 17.8 TtlRtn A p 9.92 -0.03 -0.9 16.3 IntlInst r 46.84 0.13 8.7 51.2
USLgVaIII 30.07 0.49 26.4 63.5 GovUltra 9.94 0.00 -0.1 3.7 HiIncAdvA 12.63 0.06 10.8 42.8 Freedom2035 K 18.00 0.30 13.7 71.0 LevCoSt n 47.17 1.48 25.0 125.2 Envi&AltEngy nr 35.14 1.11 28.4 104.2 FrankTemp/Franklin C: LgCpValue 22.94 -0.32 23.5 94.3
USSmCpGr 26.34 0.68 24.1 95.4 KaufmnLCIS 35.41 0.93 14.2 113.8 IntCpApA p 29.34 0.77 10.7 84.9 Freedom2035K6 17.98 0.30 13.8 71.6 LgCpVHIdx n 15.81 0.27 26.5 69.0 FinSvc nr 12.92 0.24 32.4 86.6 CA TF C t 7.73 0.00 1.2 15.0 SmCpGwth 15.16 -3.61 9.1 127.8
USSoCoreEq2 24.27 0.57 26.6 98.1 ShIntDurMuInst 10.32 0.01 0.2 5.6 LevCoStA p 55.75 1.71 24.0 115.8 Freedom2040 K 12.97 0.26 15.7 77.2 LmtTrmMuniIncm n 10.77 0.00 0.3 8.1 Gold nr 25.45 0.58 -12.3 56.8 DynaTech C p 125.89 4.30 11.9 151.4 SmCpValInst 41.94 -1.10 13.0 71.3
USSustCoreI 36.84 0.80 26.1 111.2 StraValDivIS 5.83 0.04 20.3 33.6 NwInsghtA p 40.13 0.98 24.0 107.4 Freedom2040K6 12.94 0.26 15.9 78.0 LowP nr 52.94 0.87 22.6 73.9 Health nr 32.38 1.07 11.7 93.0 Growth C t 131.06 3.04 20.1 113.4 Harding Loevner:
USVectorEq 24.50 0.57 27.8 80.0 StrincIS 9.40 0.06 3.7 25.9 SmllCapA p 35.17 1.21 29.8 109.9 Freedom2045 K 14.84 0.29 15.8 77.2 LowPriStkK r 52.86 0.86 22.6 74.3 HlthCareSrvPt r nr 136.33 3.62 19.1 76.0 Income C t 2.55 0.03 16.3 39.6 EmgMktsAdv n 58.96 0.74 -4.3 39.5
WexUSGov 10.07 -0.12 -4.3 10.7 UltraShortI 9.18 0.00 0.3 6.6 StkSelMC p 47.42 1.34 20.9 81.8 Freedom2045K6 14.81 0.29 15.9 78.0 LowPriStkK6 15.11 0.26 22.8 73.4 ITSvs n 82.64 2.35 2.2 101.9 RisDv C t 93.22 1.37 23.4 89.5 IntlEq 29.88 0.72 7.8 66.4
WrdEXUSTARGETVAL 14.17 0.27 12.7 43.1 ShtlncIS 8.61 0.00 0.0 8.6 StrInA 12.50 -0.02 3.4 23.4 Freedom2050 K 14.96 0.29 15.7 77.2 LtdTmBdFd n 11.66 -0.02 -1.3 10.5 Leisr nr 17.40 0.99 21.1 92.5 FrankTemp/Franklin R: Hartford Funds A:
Dodge & Cox: FedMuniUl A 10.03 0.00 0.1 3.5 TotalBdA p 11.06 -0.05 -0.4 19.3 Freedom2050K6 14.96 0.29 15.9 78.0 MagellanK 15.25 0.40 26.2 122.8 Mat nr 106.69 2.15 28.6 84.7 FrkDynTchR6 163.53 5.62 13.1 159.8 BalIncA 15.96 0.06 8.8 40.8
Balanced n 109.19 -7.76 19.0 56.9 Federated Hermes R: Fidelity Advisor C: Freedom2055 K 17.23 0.34 15.7 77.3 Magin n 15.27 0.41 26.2 122.5 MdTchDevis n 82.53 2.33 23.5 120.0 FrkGrthOppR6 65.73 1.73 18.1 144.2 CapAppA p 42.18 0.92 14.2 86.9
GblStock n 14.36 -1.26 20.1 62.1 KaufmnR r 6.76 0.21 3.3 86.2 BalancC 28.21 0.51 16.5 78.2 Freedom2055K6 17.22 0.34 15.9 78.0 MAMun n 12.51 0.00 1.4 13.6 Multimedia nr 91.39 2.72 16.7 117.8 FrkGrthR6 150.19 3.51 21.4 120.5 Chks&Bal p 11.04 0.14 13.5 60.9
Income n 14.05 -0.18 -1.0 19.3 Federated Hermes R6: GrOppC p 131.31 4.99 11.3 173.1 Freedom2060 n 15.65 0.30 15.6 76.7 Manager40 n 14.09 0.12 7.6 43.1 Pharm n 23.69 0.52 11.7 69.7 FrkIncR6 2.49 0.02 17.0 42.3 DiscpEqA p 49.27 0.98 23.0 101.4
Intl Stk n 46.93 -0.12 10.2 41.2 FedInstHYBondL 9.92 0.03 4.5 27.7 NwInsghtC t 31.82 0.77 23.1 102.8 FundK 78.49 2.00 32.2 133.8 Manager60 n 16.49 0.23 11.2 59.1 Retail nr 22.64 0.44 16.0 125.6 FrkRisDivR6 95.06 1.40 24.7 95.8 DivGth A p 33.76 0.63 29.4 83.8
Stock n 244.45 0.03 31.3 81.6 KaufmnSCL 60.21 2.19 3.7 113.2 Fidelity Advisor Fun: Idx2010InsPre 14.59 0.07 4.8 34.3 McpVl n 29.67 0.71 31.3 68.4 Semiconductors r nr 23.72 1.08 58.4 295.2 FrkSmCpGrR6 26.54 0.99 -0.4 100.8 EqInc t 22.59 0.26 23.1 66.2
Domini Funds: StrValL 5.83 0.04 20.3 33.6 BalFdZ 29.18 0.54 17.8 84.3 Idx2015InsPre 15.87 0.11 6.4 40.7 MegaCpStk n 19.28 0.47 25.6 91.7 Softwr nr 30.00 0.74 18.2 150.5 FrkTotRtnR6 9.99 -0.03 -0.7 17.6 FltRateA t 8.37 0.00 3.8 13.5
Intl Eq Instit 9.12 0.19 10.5 40.0 TtlRtnBdL 11.25 -0.04 0.0 20.7 InterDiscZ 52.16 1.15 9.9 74.3 Idx2020InsPre 17.54 0.16 8.0 46.8 MidCap n 41.50 0.97 26.6 81.5 Tech nr 29.14 1.01 22.1 217.3 TempGlbBndR6 8.78 0.04 -4.8 -8.0 GrOppty t 47.66 1.82 7.9 140.2
US Equity Inv pn 34.81 0.88 20.7 116.1 Fidelity: IntlGrwZ 20.88 0.55 14.7 86.3 Idx2025InsPre 19.82 0.21 9.1 51.5 MidCapEnIdx nr 18.35 0.43 22.3 86.2 UtilGr nr 102.17 0.57 14.5 40.0 FrankTemp/Mutual A&B: GrowAllA p 14.89 0.25 12.6 59.4
DoubleLine Funds: 500IdxInstPrem n 163.89 3.68 27.6 106.1 Fidelity Advisor I: Idx2030InsPre 20.95 0.26 10.4 58.2 MidCapStkK r 41.52 0.97 26.7 82.0 Fidelity Series: Beacn A 17.58 0.43 15.3 52.8 Hlthcare 40.36 0.80 9.7 88.0
CoreFxdIncmI 10.96 -0.03 -0.4 14.1 BalancedK6 14.85 0.28 18.0 NS BalancI 29.18 0.54 17.7 83.7 Idx2035InsPre 23.44 0.37 13.2 68.2 MIMun n 12.64 0.00 1.5 14.5 Canada 14.29 0.40 26.5 73.7 Shares A 26.49 0.39 17.9 41.6 IntOppA p 19.21 0.46 6.7 64.2
EmgMktIncmI 10.43 -0.04 1.8 19.8 Contrafund K6 23.27 0.53 23.8 123.6 BiotechI 30.13 0.97 -1.5 77.1 Idx2040InsPre 23.92 0.44 15.2 74.4 MNMun n 12.01 0.00 0.7 13.0 FASeriesEqGroFd 16.48 0.48 23.6 154.4 FrankTemp/Temp A: MidCap A p 32.67 0.57 8.7 88.1
FlexibleIncomeI 9.60 -0.01 3.7 14.7 EmgMktIdxInstPre n 12.03 0.09 -3.5 37.5 ConsvIncmMuni I 10.04 0.00 0.0 3.0 Idx2045InsPre 24.84 0.47 15.2 74.5 MtgSec n 11.37 -0.02 -1.2 10.4 HthCarZ 73.80 2.44 11.9 84.2 DvMk A p 22.33 0.22 -6.1 43.1 Muti-AstIncGw 20.90 0.27 6.4 32.3
GlobalBondN 9.84 -0.02 -7.8 1.6 ExtMktIdxInstPre n 87.29 2.54 12.5 98.8 DivIntl 29.81 0.65 11.8 78.3 Idx2050InsPre 24.88 0.47 15.2 74.6 MuniInc n 13.57 0.00 2.8 16.9 IntMuni Z 10.80 0.00 1.1 12.8 Frgn A p 7.16 0.12 4.5 18.3 ShtDur 9.95 -0.01 -0.1 10.2
December 27, 2021 BARRON’S 57

Mutual Funds Data provided by

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.
TotRBdA p 10.69 -0.04 -1.4 18.4 ModInvA 12.08 -0.86 9.5 49.6 BlueChipGrw 56.27 1.81 17.5 116.0 CoreBond 11.85 -0.04 -1.0 17.0 MairsPwrGr n 161.02 3.46 28.1 98.9 Munder Funds Cl Y: LrgCpStr n 18.70 0.44 16.5 73.7 PIMCO Funds:
Hartford Funds C: MunInA 13.83 0.00 3.6 17.5 CapAppr 17.22 0.69 16.5 155.5 CorePlusBd 8.45 -0.02 0.0 18.0 Marsico Funds: MndrSCVClY p 39.70 1.11 31.7 68.6 MuniBd pn 12.22 0.00 -0.6 8.9 StcksPLUSIntlHdg 8.87 0.10 17.4 54.3
Bal IncC 15.67 0.05 8.0 37.7 QualityIncomeA 11.36 -0.02 -1.8 10.3 LSAggr 18.61 0.41 15.8 78.9 HighYld r 7.28 0.03 6.9 25.6 Focus pn 27.51 0.97 20.1 152.1 Mutual Series: OWstbryNYMuBndFdn 10.41 0.00 -0.3 8.6 TotRet 10.29 -0.03 -1.5 15.2
DiscpEqC t 44.33 0.88 22.1 96.9 RchHiYldMuniA 8.15 -0.01 6.5 28.6 LSBalncd 16.84 0.22 10.9 55.3 LimDurBd 10.10 0.00 0.1 7.0 Mass Mutual: BeacnZ n 17.79 0.44 15.6 54.1 Sm&MdCapStrategi n 17.94 -0.82 4.9 65.0 PIMCO Funds A:
Hartford Funds I: RealEst p 23.19 0.24 35.8 55.1 LSConserv 13.82 0.05 3.2 27.8 MtgBckd 11.35 -0.02 -0.2 13.3 SelBluChipGroClI 28.98 0.72 17.9 116.7 GlbDiscA 30.53 0.68 18.3 43.5 Optimum Funds Inst: AllAsset 12.98 NA NA NA
BalIncI 15.97 0.06 9.0 41.9 RisingDivA 25.24 0.52 24.8 89.8 LSGwth 17.96 0.32 13.5 67.6 ShtDurBnd 11.02 -0.01 0.1 9.6 MassMutual Premier: GlbDiscz n 31.30 0.70 18.6 44.6 Fixed Inc 9.60 -0.03 -1.9 17.0 HiYld 9.02 0.04 3.4 24.7
CapAppI 42.57 0.93 14.5 88.4 RochAMTFrMuni 7.92 0.00 4.1 25.3 LSModer 14.92 0.12 7.4 41.1 SmCpEqR5 66.29 1.45 14.4 81.0 CoreBdI 10.87 -0.05 0.5 20.2 QuestA t 14.14 0.19 10.6 23.1 Intl Eqty 13.62 0.33 7.4 46.2 HiYldMuniBd 9.83 -0.01 5.3 22.7
DivGthI 33.57 0.63 29.7 85.3 RochCAMuni 9.23 0.00 3.5 20.9 RetCho2015 12.02 0.02 2.6 21.4 SmCpVal 30.28 0.78 31.7 72.5 MassMutual Select: QuestZ n 14.38 0.19 10.9 24.1 LgCpGrwth 25.51 0.76 17.8 117.6 IncomeFd 11.92 0.04 1.9 16.2
EmrgMktEqInv r 19.21 0.16 -5.6 45.0 RochLmtTrNYMuni p 3.06 0.00 2.5 13.7 RetCho2025 13.29 0.06 4.8 34.7 USEqR5 22.01 0.49 28.0 122.6 BlackRockGlAllCi 11.96 0.19 6.9 53.2 SharesZ n 26.83 0.39 18.2 42.6 LgCpVal 20.80 0.29 25.3 69.1 IntlBdUSH 10.77 -0.07 -1.9 11.1
EqIncI 22.43 0.25 23.4 67.4 RochPAMuni 11.63 0.00 4.3 22.6 RetCho2030 14.88 0.12 8.2 47.3 USRechEnhEq 36.32 0.71 29.6 114.1 BlChpGrR5 28.87 0.72 17.8 116.0 SmCpGrwth 16.38 0.57 11.8 137.1 InvstGrCrBd 10.69 -0.05 -1.6 20.8
FltRateI
GrowOppI t
8.34
52.67
0.00
2.01
4.1
8.1
14.5
142.2
RoMu A p
SenFltRtA
17.74
7.08
0.00
-0.03
6.7
8.5
27.7
6.1
RetCho2035
RetCho2040R4 16.61
16.03 0.18
0.22
11.4
13.2
57.5
63.4
JPMorgan R5 Class:
SR2020 R5 17.38 0.13 5.6 37.0
IdxEqI
MCGrEqIII
20.76
26.10
0.47
0.65
27.5
14.0
105.7
99.2
N SmCpVal 16.04
Osterweis Strat Income:
0.40 26.5 65.5 LowDurA
LowDurInc
9.80
8.63
-0.01
0.03
-1.0
1.8
6.4
13.0
InterValue 16.40 0.35 18.4 34.9 ShortTerm p 8.54 0.00 -0.2 8.5 RetCho2045 17.06 0.25 14.2 66.7 SR2030 R5 20.65 0.29 10.0 52.8 MCpGrEqIIS 25.65 0.64 13.9 98.6 Nationwide Fds R6: OsterweisStrInc n 11.48 0.04 5.3 21.1 MuniBdA 10.50 0.00 2.1 16.5
IntlAlphaInv p 18.04 0.43 10.5 76.5 SmCpEq p 14.79 0.38 18.4 98.2 RetCho2050R4 15.28 0.23 14.5 67.7 SR2040 R5 23.43 0.45 14.9 68.3 PIMCITRetI 10.01 -0.03 -1.2 18.3 IntIdxR6 9.01 -0.07 10.3 48.1 RealRtnA 12.25 0.02 4.2 25.9
IntlOpp
MidCap
19.12
34.44
0.46
0.60
7.1
8.9
65.8
89.4
SmCpGr
SmCpValA t
36.21
18.10
1.29
0.67
7.0
34.6
119.5
102.8
RetLiv2025
RetLiv2030
12.18
12.86
0.14
0.18
10.7
12.1
57.0
64.3
JPMorgan Select Cls: Matthews Asian Funds:
AsiaDivInv nr 18.93 0.16 -2.9 45.1
Nationwide Fds Serv:
IDAggr p 10.45 -0.46 8.9 60.0
PQ ShtTmA
StksPLSTR
9.77
11.60
0.00
0.27
-0.3
26.2
4.6
105.3
SmCpGrL 25.47 1.02 -5.0 124.2
MunOpptI 9.10 0.00 1.8 14.8 SP IncomeA 3.88 0.04 39.2 28.2 RetLiv2035 13.62 0.22 13.5 70.6 AsiaGroInv nr 31.82 0.48 -15.1 61.5 IDModAggr p 10.59 -0.40 7.7 54.2 PACE Funds Cl P: TotRetA 10.29 -0.03 -1.3 16.1
ShtDur
StrInc
9.92
9.03
-0.01
0.01
0.2
0.1
11.2
26.5
Tech p
Invesco Funds C:
60.49 2.40 14.6 139.9 RetLiv2040
RetLiv2045
14.01
13.86
0.26
0.29
14.5
15.0
75.9
78.0
L Asian G&I Inv nr 16.02
ChinaInv n 20.77
0.15
0.05
-0.3
-11.5
38.2
75.8
Natixis Funds:
InvGradeBdA p 11.20 -0.21 -1.8 19.1
IntlEqty P
LgGrEqty P
17.66
26.37
0.39
0.78
11.7
20.5
51.2
132.9
PIMCO Funds C:
IncomeFd 11.92 0.04 1.2 13.6
WorldBond 10.47 0.00 -1.1 5.6 EqWtdC 73.50 1.44 26.1 85.3 John Hancock Funds A: Laudus Funds: DLStrIncmR 20.71 0.04 -11.3 76.7 InvGradeBdY 11.21 -0.21 0.1 22.1 LgVEqty P 21.66 0.32 24.2 53.6 PIMCO Funds I2:
Hartford Funds Y: RchHiYldMunC 8.12 0.00 5.8 26.1 BalA 26.94 0.29 13.7 64.2 USLgCpGr nr 30.83 1.03 20.3 132.7 IndiaInv nr 27.57 0.52 15.6 36.1 LSGrowthY 26.22 -0.75 18.7 115.0 StraFxd P 13.87 -0.23 -0.8 20.3 All Asset 13.02 NA NA NA
DiscpEq 50.11 1.00 23.4 103.1 TEHYC 10.35 -0.01 5.4 17.7 BondA p 16.12 -0.05 -0.7 19.4 Lazard Instl: PacTigerInv nr 27.39 0.10 -4.9 38.5 USEqOppsA 43.10 -2.25 14.5 90.9 Pacific Life Funds: CommdtyRR 6.27 0.17 31.9 46.2
DivGthY 34.83 0.65 29.8 85.5 Invesco Funds Instl: DispVal 24.14 0.50 28.2 64.2 EmgMktEq 18.10 -0.30 5.3 25.9 MergerFundThe pn: Neuberger Berman Fds: PortOptModAggClA p 15.70 NA NA NA ComPLUSStrtgyFd 7.63 NA NA NA
GrwthOppY 59.52 2.27 8.1 142.3 SmCpGr 46.16 1.65 7.3 121.8 DispValMdCp 25.92 0.60 24.3 75.5 GlbLstInfr 16.33 -0.44 18.6 38.5 MergerFundThe pn 17.38 NA NA NA EmgMktInst 22.06 0.29 -3.9 32.1 PortOptModClA r 14.58 NA NA NA EmgMkBd 10.21 -0.04 -2.5 19.3
IntOppY 20.35 0.48 7.0 65.8 Invesco Funds P: FunLgCpCorA p 71.32 0.98 28.8 118.7 IntlEq 17.86 -2.64 5.3 42.0 Meridian Funds: EqIncInst 14.29 0.23 19.4 51.9 Palmer Square: HiYldMuniBd 9.83 -0.01 5.5 23.4
MidCapY 42.83 0.75 9.0 89.9 Summit P pn 27.24 0.99 11.7 131.5 InvGrBdA 10.77 -0.04 -1.5 16.2 IntStrtEq r 16.22 -1.08 5.0 44.1 Growth n 47.52 -6.59 14.5 91.2 GenesInst 73.61 1.74 16.5 97.6 Income Plus 10.02 0.00 1.1 10.3 Income 11.92 0.04 2.2 17.2
Hartford HLS Fds IA: Invesco Funds Y: IntlGrw 34.38 0.90 8.4 72.8 USEQ Concen Inst 19.44 -2.29 24.4 83.9 Value n 45.24 -4.85 24.4 97.6 HiIncBdInst 8.70 0.04 4.2 26.7 Parnassus Fds: IntlBdUSH 10.77 -0.07 -1.6 12.1
Balanced 35.12 -0.22 18.5 65.9 BalancedRiskAllY n 9.90 0.09 9.2 38.4 LifeAggr 18.66 0.42 15.5 77.0 Legg Mason I: Metropolitan West: IntrinsicValInst 22.85 0.49 24.9 107.1 ParnEqFd n 62.87 0.91 26.5 107.4 InvstGrCrBd 10.69 -0.05 -1.4 21.9
CapApp 53.84 -0.90 13.9 89.0 DevMktY n 46.67 0.34 -7.9 37.6 LifeBal 16.96 0.22 10.5 53.6 IntlGrTrI 68.54 1.96 3.2 74.4 HiYldBdI 10.64 0.04 3.4 30.4 LCVal Inst 43.79 0.95 27.0 84.3 Parnsus n 64.23 0.84 9.1 88.3 LowDurInc 8.63 0.03 2.1 14.1
DiscEqui 20.66 -0.24 24.4 104.6 DiscovY n 126.78 5.09 14.7 152.5 LifeConsv 13.85 0.06 2.9 26.6 OpporTrI 42.16 1.59 -2.6 86.7 IntmBdI 10.62 -0.02 -1.2 14.2 LgShInst 17.85 0.12 8.7 49.8 Pax World Fds: LwDur 9.80 -0.01 -0.8 7.1
Div&Grwth 27.25 -0.09 30.4 86.7 EqWtdY n 78.42 1.55 27.3 90.9 LifeGrw 18.00 0.32 13.1 65.8 Longleaf Partners: LowDurBdI 8.83 -0.01 0.0 8.5 MidCapGroR6 19.10 0.64 12.2 122.4 SustAll Inv n 29.95 0.31 14.5 64.4 MuniBd 10.50 0.00 2.3 17.3
IntlOpp 20.78 0.49 7.2 66.2 GlblOppY n 76.28 3.22 0.5 88.7 LifeMod 15.00 0.12 7.0 39.6 Intl n 16.91 0.41 -2.7 17.9 TotRetBd n 10.91 -0.03 -1.4 17.4 NeubCrBdInst 10.56 -0.05 -1.2 18.9 Paydenfunds: RealRtn 12.25 0.02 4.5 27.1
MidCap 39.96 0.02 9.0 90.2 GloblY n 125.03 2.79 15.4 102.8 StrIncA p 6.56 0.01 -0.5 18.0 Partners n 24.86 0.65 22.7 59.5 TotRetBdI 10.90 -0.04 -1.3 18.1 REInst 18.53 0.14 37.0 79.2 HiInc n 6.88 0.03 6.3 33.6 ShtTm 9.77 0.00 -0.1 5.0
SmallCo 24.31 0.87 0.5 126.7 IncomeY n 4.11 0.04 39.5 29.2 USGlobLdrs 68.47 1.27 18.7 124.0 Sm-Cap n 26.45 0.57 10.9 41.5 TRBdPlan 10.22 -0.04 -1.3 18.3 StrIncInst 11.10 0.02 2.6 22.5 LowDur n 10.05 -0.04 -0.4 7.5 TotRt 10.29 -0.03 -1.0 16.9
SmCpGrwth 36.36 1.15 3.3 98.7 IntGrowY n 44.92 1.47 9.7 77.8 John Hancock Instl: Loomis Sayles Fds: UnconstrBdI 11.70 0.00 1.0 12.8 SustainableEqIns 46.37 0.87 21.9 89.9 LtdMat n 9.50 0.00 0.2 5.6 PIMCO Funds Instl:
Stock 112.11 -0.06 23.0 85.6 IntlBdY n 5.09 0.06 -10.4 7.6 BalancedI 26.90 0.29 14.0 65.7 LSBondI 13.60 0.03 3.1 17.7 MFS Funds: Neuberger Berman Inv: Pear Tree: ComPLUSStrtgyFd 7.72 NA NA NA
TotRetBd 11.26 -0.03 -1.2 19.5 IntlSmCoY n 55.64 1.69 12.2 81.0 DispValMCI 27.18 0.63 24.7 76.8 LSBondR pn 13.52 0.03 2.8 16.8 IIE 33.09 0.63 13.9 66.1 Focus n 29.71 1.14 19.8 97.2 ForeignVal I r 23.70 0.37 7.7 32.8 DynamicBd 10.64 0.00 0.4 11.1
UltraShBd 10.00 0.00 -0.2 4.2 MnStFndY n 55.93 1.21 26.9 99.5 FunLgCpCorI 75.26 1.03 29.1 120.3 LSCorBndA p 13.43 -0.03 -1.8 18.2 MFS Funds Class A: Genes n 73.57 1.74 16.4 96.6 PearValR6 11.98 0.19 7.8 33.1 GNMAGvtSec 11.19 -0.03 -0.5 12.7
Heartland Funds: RocMuniY n 17.74 -0.01 7.0 28.6 IncomeI 6.55 0.01 -0.2 19.3 LSStrIncA p 14.16 0.05 3.6 16.6 AgGrAIA 32.95 0.66 17.6 81.2 Guard n 26.86 1.01 27.0 143.2 PearValSCapInst 16.46 0.29 13.3 48.7 IncomeFd 11.92 0.04 2.3 17.6
Val Inv n 52.04 1.72 20.3 66.5 Sel40Y n 5.71 0.08 35.1 13.4 StratIncmOppI 11.13 0.03 0.7 21.7 SmCpGI 38.24 1.50 9.3 97.6 CoEqyA 47.13 1.00 23.9 102.8 IntlEqInst r 14.94 0.34 12.6 68.9 Perm Port Funds: InflRespMulAsset 9.30 0.14 12.5 35.7
Hennessy Funds: CoreBdY n 6.74 -0.04 -1.4 18.9 USGlbLdrsGrwI 76.54 1.42 19.0 125.7 Lord Abbett A: GlEqA 58.00 1.07 15.7 76.6 LCVal n 43.86 0.95 26.8 83.5 Permanent n 49.51 0.59 10.0 56.7 Pioneer Funds A:
FocInv 67.82 0.56 29.1 90.5 Ivy Funds: JPMorgan A Class: Affiltd p 18.36 0.34 24.8 58.6 GlTotA 18.33 0.13 7.5 41.4 MdCpGrInv n 19.08 0.65 12.0 120.7 PGIM Funds Cl A: AMTFreeMuniA p p 15.61 -0.01 1.3 18.6
JapanInst 48.97 0.13 -1.6 51.0 AssetStrA p 24.24 0.39 13.0 59.7 CoreBond 11.84 -0.04 -1.3 15.6 GrowthA 179.91 4.99 23.2 133.6 Balanced 17.48 0.23 13.8 51.2 BondA 9.70 -0.04 0.2 18.8
BdDeb p 8.35 0.01 2.9 26.4 Neuberger Berman Tr:
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Homestead Funds: AssetStr I r 24.68 0.41 13.3 61.0 CorePlusBd p 8.44 -0.02 -0.5 16.6 GvScA 10.06 -0.03 -2.1 11.0 HighYield 5.54 0.02 5.7 29.4 CoreEqA 23.31 0.55 24.5 105.2
CalibrDivGr 20.48 0.37 23.8 86.1 Genes n 73.43 1.73 16.2 96.1
ShtTmBd n 5.19 -0.01 -1.1 8.4 BalancedA p 27.05 0.39 15.7 65.7 EmMktEq t 36.74 0.46 -10.9 61.7 IntlVA 52.66 1.03 9.6 68.9 JennBlend 24.37 0.83 20.5 105.2 DiscGrA 17.09 0.32 23.6 135.1
CoreFxdInc p 11.04 -0.05 -1.1 15.7 GenesisFdR6 73.59 1.74 16.6 98.1
Value n 53.73 0.98 23.7 76.7 CoreEqA t 19.14 0.46 28.2 111.7 EqInc p 23.09 0.32 23.2 65.6 IntNwDA 36.21 0.44 3.5 42.9 JennGrowth 59.86 2.42 16.3 153.7 EqIncA 40.39 0.48 23.4 58.7
DevGt p 26.38 1.25 -3.2 138.4 New Covenant Funds:
Hotchkis and Wiley: EmgMktEqFdI 26.67 0.20 -5.3 64.5 EqIndx p 70.78 1.40 27.0 103.5 LtdMA 6.02 0.00 -0.3 9.0 JennHealthSci 38.82 -13.21 6.6 90.2 HighIncMuniA 7.53 -0.01 6.2 17.7
FloatRt p 8.40 0.01 5.0 10.8 Growth n 61.33 1.41 24.8 103.0
HiYldI 11.50 0.04 6.4 21.3 GlGrFundClA p 59.13 1.58 16.6 83.5 GroInc p 66.51 0.85 25.3 72.8 MCapA 30.55 0.96 12.4 119.1 JennMidCapGrowth 23.38 0.83 10.6 126.1 MdCapVa 25.95 0.65 26.8 70.5
FundlEq p 13.65 0.36 27.3 65.3 Nicholas Group:
HiIncA p 7.01 0.04 6.2 24.2 GwthAdv p 31.74 1.07 21.9 168.7 MCapValA 30.85 0.59 27.8 78.3 JennSmallCompany p 29.52 0.97 26.9 116.5 PioFdA 37.50 0.97 26.7 113.8
GrOppty p 25.91 0.85 6.4 115.4 Nch II I 37.75 0.87 19.6 94.5
I HiIncI r
IntlCorEqI r
7.01
20.68
0.04
0.51
6.5
13.3
25.0
48.2
Inv Bal p
InvCon p
17.20
13.87
0.21
0.09
10.1
5.9
49.4
33.8
HiYldA t 7.48 0.03 5.7 27.5
MIGA
MITA
42.20
41.14
0.94
0.71
24.9
25.2
122.3
95.1
NchLt I 38.88 1.09 17.6 92.3
JennUtility
NationalMuni
15.70
15.18
-1.96
0.00
12.5
1.1
48.2
13.1
SelMCGrA 52.70
StratIncA p p 10.75
1.69
0.00
7.8
2.0
109.8
21.0
HYMuniBd p 12.98 -0.01 6.2 22.7 Nich n 90.33 1.81 25.4 107.1
IFP US Equity Fund: LgCpGwthA p 34.13 0.88 29.6 143.1 InvG&I p 20.42 0.34 13.4 63.9 MuHiA 8.68 0.00 5.2 19.4 ShrtTermCorpBond 11.13 -0.01 -0.7 11.5 Pioneer Funds Y:
IncomeA p 2.93 -0.01 1.2 23.5 Northern Funds:
IFP US EquityFd 21.42 0.33 17.3 94.3 LgCpGwthl r 36.84 0.96 30.0 145.3 InvGrwt p 25.86 0.57 17.2 80.9 MuInA 9.19 0.00 2.9 15.9 TotalReturnBond p 14.51 -0.11 -2.0 17.5 AMTFreeMuniY 15.55 -0.01 1.5 19.4
INVESCO A Shares: IntrTxFr 11.35 0.00 2.0 14.5 ActMIntlEq nr 12.51 0.34 13.4 59.6 PGIM Funds Cl C:
MidCapI 42.21 1.30 16.6 153.7 LgCpGwth p 60.50 2.03 18.5 171.9 MuLtdA 8.36 0.00 0.7 9.6 BondY 9.60 -0.04 0.6 20.1
AmValA 38.82 1.11 25.7 64.5 MidCapStk 33.77 0.85 26.7 64.4 BdIdx n 10.72 -0.05 -1.8 15.0 TotalReturnBond 14.50 -0.10 -2.6 15.0
MdCpGwthA p 37.59 1.16 16.2 150.9 MdCpGrw p 42.28 1.28 10.4 140.1 NewDA 29.40 0.97 1.3 119.4 PionFdY 38.29 0.99 27.2 115.8
Invesco Fds Investor: MultiAstBalOppty 12.10 -1.84 9.9 61.5 EmMktsEqIdx nr 13.05 0.12 -4.0 36.0 PGIM Funds Cl Z:
MuniHighIncA t 5.15 0.00 4.8 15.5 MdCpVal p 39.51 0.41 26.9 64.2 ReInA 24.21 0.39 10.5 62.9 SelMCGrY 59.63 1.91 8.0 111.3
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

DivrsDiv n 19.68 0.29 17.3 49.0 ShrtDurBd p 11.01 0.00 -0.1 8.6 MultiAstInc 17.04 -0.32 7.1 43.6 ResBdA 11.12 -0.03 -1.1 18.6 FixIn n 10.55 -0.04 -0.4 19.3 GlobalRealEstate 23.90 0.27 24.1 48.7 StratIncY p p 10.74 0.00 2.3 22.2
ScTechA p 71.44 2.55 15.7 149.2
GlHltCr pn 39.92 1.11 11.3 75.8 Sm Cap p 53.91 1.34 13.9 78.5 ShDurTxFr 15.81 -0.01 0.3 6.5 RschA 59.82 1.19 23.5 98.7 GlbREIdx nr 11.79 0.10 19.7 35.6 HighYield 5.55 0.02 6.0 30.4 Price Funds:
ScTechI r 86.25 3.07 15.9 150.6
Tech n 60.27 2.39 14.8 140.6 SmCapGrw p 20.85 0.84 -5.4 121.4 ShtDurIncmA p 4.16 0.00 1.1 10.1 TechA 65.97 2.52 13.8 139.3 HiYFxInc n 6.75 NA NA NA JennGrowth 67.32 2.73 16.6 156.0 2050RetFd n 19.35 -0.95 16.5 78.4
SmCapGrA t 15.60 0.59 3.3 89.1
Invesco Funds A: SmCapGrI r 25.28 0.95 3.7 91.3 SR2020 p 17.26 0.13 5.3 35.9 TaxFr p 12.13 -0.01 3.5 18.7 TotRA 21.32 0.15 13.0 51.7 HiYMuni n 9.12 0.00 5.1 19.5 JennHealthSci 47.30 -13.02 6.9 91.8 Balnanced n 28.07 0.39 12.8 59.7
500InxA p 49.76 1.11 26.9 102.9 SR2030 p 20.49 0.28 9.7 51.4 TotRet p 10.45 -0.04 -0.2 16.7 UtilA 23.96 0.22 11.4 48.5 IntlEqIdx nr 14.39 0.34 10.4 48.3 JennMidCapGrowth 29.45 1.04 11.0 128.3 BdEnhIdx nr 11.36 -0.04 -1.4 16.3
ActiveAllA
AMTFrNY p
15.29
12.25
-1.05
-0.01
13.0
4.7
61.5
19.9
J SR2040A p
USEquity
23.23
21.86
0.45
0.50
14.5
27.5
66.8
119.8
ValOpps p
Lord Abbett C:
21.06 0.58 24.5 82.3 ValueA
MFS Funds Class C:
53.50 0.60 23.1 70.2 IntTxExpt n
MidCpIdx n
10.81
23.17
0.00
0.56
0.6
22.5
12.3
81.0
TotalReturnBond
PIMCO Fds Admin:
14.46 -0.11 -1.7 18.4 BlChip n
CA Bond n
178.47
11.90
5.45
-0.01
18.1
2.6
118.5
15.1
BalancedRiskAllA 9.67 0.08 9.0 37.4 Janus Henderson: ValAdv t 39.02 0.16 26.3 61.5 BdDeb 8.38 0.02 2.4 24.1 GrowthC 135.94 3.75 22.3 128.4 ShIntTaxFr n 10.30 0.00 -0.1 7.6 TotRtAd p 10.29 -0.03 -1.2 16.4 Communica&Tech n 183.58 5.10 10.3 137.1
CapApprA p 69.47 2.32 22.4 138.1 Balanced C 45.03 -0.99 15.6 63.1 JPMorgan C Class: ShtDurIncmC t 4.18 0.00 0.2 7.7 MFS Funds Class I: SmCapIdx n 15.54 0.47 14.4 78.9 PIMCO Fds Instl: DivGro n 72.87 1.25 24.0 90.9
Chart 19.14 0.41 26.4 91.9 Balanced S 45.59 -1.01 16.2 65.7 InvBal p 16.85 0.20 9.6 47.0 Lord Abbett F: BondI 14.66 -0.05 -1.6 26.0 SmCpVal n 20.88 NA NA NA AllAsset 12.99 NA NA NA DvsfMCGr n 47.14 1.33 13.2 115.7
CmstA 29.26 0.64 31.6 68.6 Balanced T n 45.68 -1.05 16.5 67.0 InvConsvGr t 13.79 0.09 5.4 31.7 BdDeb 8.34 0.02 3.2 26.8 GrowthI 194.22 5.40 23.5 135.4 StkIdx n 51.77 1.16 27.5 105.5 AllAssetAuth r 8.62 NA NA NA EmgMktB n 10.79 -0.03 -2.8 13.4
CoreBdA p 6.79 -0.04 -1.6 17.9 Contrarian T n 29.22 -1.92 20.0 130.4 JPMorgan Funds: DevGt p 28.53 1.36 -3.0 139.5 IntNwDI 37.44 0.47 3.8 44.0 TxExpt n 10.99 0.00 1.2 14.7 CommodtyRR 6.31 0.17 32.2 46.8 EmMktS n 45.16 0.37 -10.7 36.3
CpBdA 7.59 -0.03 0.0 29.3 Enterprise Inst 99.10 2.57 15.2 94.8 Fl EmMktEq L 37.94 0.32 -10.6 63.4 FloatRt p 8.39 0.01 5.1 11.1 MCapI 32.80 1.03 12.6 120.7 Nuveen Cl A: DivInc 11.06 -0.01 0.1 20.9 EqInc n 35.59 0.63 24.3 63.5
DevMkt 38.24 0.26 -7.0 44.5 Enterprise T n 154.15 -21.18 15.6 95.9 MdCpVal L 40.78 0.25 27.5 66.5 HiYld p 7.47 0.03 5.8 27.9 MCapValI 31.72 0.61 28.2 79.6 AAMunBd p 12.29 0.00 3.8 19.3 EmMktsBd 10.21 -0.04 -2.4 19.7 EqIndex n 124.23 2.79 27.4 105.1
DevMktA 47.48 0.35 -8.2 36.6 Forty A p 53.95 -3.61 23.0 145.8 USEquity L 22.00 0.49 28.0 122.4 HYMuniBd 12.99 -0.01 6.3 23.0 MIGI 43.85 0.98 25.2 123.9 CAMunBd p 11.62 -0.01 1.3 15.1 EmrgMktCur&STInv 7.85 0.08 -3.1 6.4 Europe n 26.64 0.80 13.1 64.5
DiscFdA p 103.06 4.13 14.4 150.7 Forty S 50.90 -3.70 22.8 144.7 JPMorgan I Class: Income 2.93 -0.01 1.3 23.9 MITI 39.58 0.68 25.5 96.5 HiYldMuBd p 18.47 -0.02 9.5 26.2 ExtdDur 6.49 -0.15 -5.1 40.8 FinSvcs n 35.68 0.77 36.7 93.0
DisMdCpGrA 29.91 0.90 17.6 140.3 GlbEqIncA 6.87 0.07 11.3 38.7 CoreBond 11.83 -0.05 -1.1 16.3 IntrTxFr 11.35 0.00 2.1 14.9 ResBdI 11.12 -0.03 -1.0 19.0 IntDMunBd p 9.62 -0.01 1.7 13.5 GlblBdOppUSH 10.39 0.00 -0.7 14.0 GlbGr n 43.11 0.97 10.6 116.8
DivIncm p 25.19 0.28 17.1 40.4 GlbResch T nr 102.06 -8.96 17.4 88.4 CorePlusBd 8.44 -0.02 -0.2 17.6 NatlTxF p 12.12 -0.01 3.5 19.1 RschI 61.66 1.24 23.8 100.2 LtdMnBd p 11.37 0.00 1.0 9.6 HiYld 9.02 0.04 3.7 26.1 GlbStk n 63.42 1.93 9.9 134.1
DivrsDiv p 19.69 0.30 17.3 48.6 GblResh Inst 70.97 2.08 17.6 89.1 EmMktEq I 37.64 0.37 -10.6 62.9 ShtDurIncm 4.15 0.00 0.9 10.1 TotRI 21.32 0.16 13.3 53.0 Nuveen Cl I: HiYldMuniBd 9.83 -0.01 5.6 23.8 GlbTech n 23.59 0.91 11.4 177.3
EqIncA 11.26 0.17 17.2 58.0 GlbSel T n 17.70 -1.91 14.8 75.3 EqInc 23.54 0.33 23.5 66.8 ShtDurTxF p 15.82 0.00 0.4 6.9 ValueI 53.82 0.60 23.4 71.5 HYMunBd 18.47 -0.02 9.7 27.0 IntlBdUnhedged r 9.68 -0.01 -7.1 12.7 GMS-fd n 11.53 -0.01 0.1 20.2
EqInvA 15.96 -0.84 14.0 69.3 GlLifeSci T nr 69.12 -5.00 7.1 82.3 EqIndx 70.87 1.36 27.4 105.0 TotRet 10.45 -0.04 0.0 17.0 Miller Convertible B: Nuveen Cl R: IntlBdUSH 10.77 -0.07 -1.5 12.5 GNMA n 9.20 -0.01 -2.1 7.7
EqWtdA p 77.49 1.52 27.0 89.4 GlTech T nr 54.13 -6.93 18.0 171.6 GrAdv r 33.47 1.13 22.1 170.7 Lord Abbett I: MillerConvBndFd 14.17 0.23 3.9 43.6 CAMunBd 11.63 -0.01 1.5 15.8 InvGrdCrBd 10.69 -0.05 -1.3 22.3 Growth n 106.42 2.77 20.1 126.3
FltgRate p 7.29 -0.03 6.0 15.5 Grw&Inc T n 77.60 -2.42 27.1 84.3 GvBd 10.89 -0.04 -2.1 12.3 BdDebentr 8.31 0.02 3.2 27.2 Mondrian: IntDMunBd 9.66 0.00 2.0 14.3 LgTmRlRt 7.31 0.03 5.4 56.4 HelSci n 104.32 1.92 13.5 101.6
GblAllocA 20.78 -2.76 9.7 49.6 MdCpVal T n 16.40 -1.75 17.3 53.9 HighYld 7.28 0.04 6.8 25.1 DevlpGro 34.62 1.65 -2.9 140.3 IntlValEq n 15.03 0.31 10.8 27.1 LmtTrmR 11.33 0.00 1.2 10.3 LgTrmCrdtBd 12.44 -0.11 -1.4 39.5 HiYield n 6.62 0.02 4.7 26.4
GblStrIncmA p 3.57 0.02 -3.6 10.9 Resh T n 68.08 -6.84 20.4 126.9 IntlEq 20.74 0.16 10.9 63.2 FloatRt 8.40 0.01 5.2 11.3 Morgan Stanley Fds A: NYMunBd 11.34 0.00 3.1 15.7 LngDurTotRtrn 10.25 -0.11 -1.6 37.8 InstEmMEq 43.13 0.37 -10.8 36.4
GlbOppA p 74.26 3.13 0.2 87.3 Venture T n 95.88 -9.44 7.6 93.9 IntmdTFBd 11.09 0.00 1.0 12.8 HiYld 7.51 0.02 5.9 28.2 InsightA p 67.40 1.94 -4.4 199.8 Nuveen Fds: LowDur 9.80 -0.01 -0.7 7.4 InstFLRfd r 9.75 0.01 4.5 16.4
Glcoreeq p 15.87 0.29 14.6 64.9 Jensen I : InvConGw 13.97 0.09 6.2 34.8 ShtDurInc p 4.15 0.00 1.0 10.5 Morgan Stanley Fds I: RealEst 22.20 0.28 36.7 60.8 LowDurInc r 8.63 0.03 2.2 14.4 InstHiYld 8.80 0.03 4.9 26.8
GlGr 31.06 0.69 6.7 72.6 Jensen I 66.56 1.25 28.6 104.0 InvGrwth 26.60 0.60 17.5 82.2 LSVValEq : FxInOpp I 5.69 -0.05 -0.9 14.6 ModDur 10.35 -0.01 -1.3 14.1 LgCapGow I 73.43 2.03 23.0 132.2
GlHltCr
GrIncA
39.91
24.17
1.11
0.54
11.4
27.3
75.8
68.1
JensenQualGrJ n:
JensenQualGrJ n 66.64 1.26 28.3 102.5
LgCapVal
LgCpGwth
18.77
62.07
0.55
2.09
22.8
18.8
78.9
174.0
LSVValEq 29.01 NA NA NA Insight I
Morgan Stanley Inst:
78.23 2.27 -4.2 202.3 O MortgOppBd
MuniBd
10.85
10.50
-0.03
0.00
2.0
2.4
13.0
17.6
InstLCCoreGr 70.72
LgCpVal 27.48
2.16
0.50
18.3
24.5
119.1
66.7
GrowAlloc p
Hyld
16.70
3.96
-0.81
0.01
12.5
3.8
55.0
21.7
John Hancock:
500Index1 51.98 1.16 27.2 104.3
MdCpGrw
MdCpVal
52.29
40.12
1.59
0.33
10.7
27.2
142.4
65.4
M CapGrI
CapGrP p
76.15
69.59
2.58
2.36
2.9
2.7
194.1
191.9
Oak Associates Funds:
RedOakTec n 46.83 1.10 24.6 121.5
RAEFndmtlAdvPLUS
RAEPLUS r
8.38
6.94
NA
NA
NA
NA
NA
NA
InstSmCap
IntDis n
32.52
82.89
0.87
2.19
15.6
5.8
101.5
89.2
HYMuA 10.39 -0.01 6.2 20.4 BondI 16.12 -0.05 -0.4 20.4 MidCapEq 60.79 1.19 18.7 101.5 MainStay Fds A: CorPlusFxdIncI 11.39 -0.03 -0.5 19.1 Oakmark Funds Invest: RealRtnI 12.25 0.02 4.6 27.5 IntEqIdx nr 16.23 0.38 10.2 49.0
IntlBdA p 5.09 0.06 -10.6 6.8 BondR6 16.15 -0.05 -0.3 20.8 MtgBckd 11.35 -0.02 -0.3 12.8 ConvtA 20.49 0.43 10.0 86.8 Discovery I 28.99 0.97 -9.5 234.6 EqtyInc nr 34.02 0.49 20.6 60.0 RERRStg 9.41 0.16 48.0 85.1 IntlStk n 19.76 0.35 0.9 51.8
IntlDivA 21.31 -1.21 2.8 58.5 CapApprNAV 17.35 0.70 16.6 156.0 ShtDurBnd 11.02 -0.01 0.0 9.3 HiYldBdA 5.60 0.02 4.7 23.8 DiscoveryA p p 19.77 0.66 -9.8 232.1 GlbSel nr 22.65 0.58 18.7 78.1 ShortT 9.77 0.00 0.0 5.4 IP Bond n 13.03 0.00 4.7 26.7
IntlGrow 26.87 0.50 4.6 55.7 ClassicVal I 39.59 0.87 26.9 60.5 SmCap 66.05 1.58 14.2 80.0 IncBldr 20.67 0.24 9.1 39.4 GloFranI t 36.52 0.66 20.4 80.7 Global n 34.50 0.92 18.1 71.2 ShtAssetInv 9.96 0.00 -0.1 3.8 Japan n 17.10 0.09 -10.6 56.6
IntlGrowA p 45.28 1.48 9.4 76.5 DispVal I 23.16 0.48 28.6 65.5 SmCapGrw 24.32 0.98 -5.2 123.1 LgCpGrA p 11.71 0.37 24.8 140.4 InceptionP A p 13.52 0.36 -1.4 263.4 IntlSmCp nr 19.56 0.70 17.7 67.2 StcksPLUSIntlHdg r 8.99 0.10 17.5 54.8 MCapVal n 33.13 0.67 22.7 64.8
IntlSmCoA 56.14 1.70 11.9 79.6 DispValMdCpR6 27.17 0.64 24.8 77.4 TxAwEq 45.02 0.98 27.3 117.6 TxFrBdA 10.66 0.01 2.0 16.5 InceptionPort I 20.23 0.55 -1.0 266.7 Oakmark n 118.57 2.69 33.5 99.2 StcksPLUSSmall 10.92 0.34 13.7 80.0 MCEqGr 73.10 1.62 14.2 97.0
IntTMIA p 11.51 -0.01 2.6 13.7 DispValR6 23.21 0.49 28.7 66.0 USEquity 21.95 0.49 27.8 121.6 MainStay Fds I: IntlEqI 15.11 0.36 3.4 41.0 OakmrkInt n 27.85 0.90 8.1 44.3 StkPlsLgDur 8.21 0.10 24.4 168.2 MD Bond n 11.18 0.00 3.0 14.7
InvescoFd p 25.67 0.86 -4.9 99.0 IntlGrwI 34.47 0.91 8.7 74.3 USLgCpCorPls 23.97 0.66 28.5 119.1 EpochGlb r 20.49 0.38 15.8 40.1 MorganStanleyPathway: Select n 63.98 1.71 33.5 97.9 StksPLS 13.00 0.29 26.9 106.8 MidCap n 116.06 2.55 13.8 94.1
InvGloblFdA 124.05 2.76 15.1 101.4 MdCpIdxI 24.48 0.59 22.2 79.4 USRechEnhEq 36.38 0.72 29.5 113.5 MacKaySTMuni 9.69 0.00 0.4 5.6 CoreFxIcm n 8.22 -0.02 -1.8 17.6 Oberweis Funds: StPlTRInst r 11.97 0.28 26.6 107.6 N Asia n 20.99 0.22 -4.5 61.0
LmtdTrmMunInc p 11.47 0.00 0.4 8.2 Science&TechI 36.83 1.34 9.2 150.8 ValAdv 39.24 0.08 26.6 62.7 S&P500IdxA 58.72 1.31 27.0 103.1 LgCapEq n 25.41 0.58 22.7 95.1 IntlOppInst 17.04 0.57 0.5 111.1 TotRetESG 9.29 -0.03 -1.2 18.0 N Inc n 9.62 -0.04 -0.6 15.3
MnStFndA 56.49 1.22 26.6 98.2 TotalStkMktIdxI 30.68 0.72 23.6 102.3 JPMorgan Inst Class: TRBd 10.78 -0.04 -0.7 19.6 Sm-MdCapEq nr 19.70 0.45 15.7 87.8 Old Westbury Fds: TotRt 10.29 -0.03 -0.9 17.3 NAmer n 67.90 1.89 20.2 146.0
MnStOpA p 24.80 0.62 25.9 107.7 VolGrw1 13.46 0.21 12.1 34.3 ValAdv L 39.27 0.02 26.8 63.5 Mairs&Power: Munder Funds: AlCpCore n 25.95 0.67 24.8 112.0 TRII 9.61 -0.04 -1.5 16.4 New Era n 39.52 0.82 23.6 44.1
MnStSmCpA p 27.91 0.68 21.3 81.3 John Hancock Class 1: JPMorgan R Class: MairsPwrBal n 115.81 1.24 17.2 59.4 MndrIntlSmCpInv r 16.62 0.15 10.9 69.0 FixInc pn 11.16 -0.03 -2.0 10.8 TrndsMgdFutStrgy 11.59 0.02 15.1 29.1 NHoriz n 76.98 2.58 10.0 150.8
58 BARRON’S December 27, 2021

Mutual Funds Data provided by

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.
OverS SF nr 13.18 0.27 11.5 53.0 PutFocIntEq p 15.48 -4.89 9.4 59.1 SmeadFds: S&P500IdxInst 51.64 1.16 27.5 105.8 CoStIxAd nr 96.15 0.82 14.7 62.5 EqInc n 43.34 0.50 23.6 63.8 Growth 164.87 4.89 26.8 155.2 VirtusFunds Cl A:
QMUSSmCpGrEq n 45.95 1.43 10.3 90.0 GeorgePutBal 23.59 0.31 13.4 66.5 SmeadValueInstl 68.27 1.45 40.9 89.0 S&P500IdxRet 51.29 1.15 27.2 104.3 DivAppIdxAdm n 45.81 0.63 21.5 88.0 Explr n 127.17 -17.16 15.4 108.9 IdxIntl 20.29 0.40 7.8 49.0 MidGrA 67.19 NA NA NA
SpectConsAllo n 21.29 0.18 6.8 39.2 GlbHlthCare p 62.84 -6.45 18.3 86.6 SoundShoreInv n: SmCpBl IdxInst 25.58 0.77 14.6 80.6 EMAdmr n 40.75 0.49 0.2 42.0 EXPValFd n 45.40 1.19 26.1 71.0 ITTresIdx Inst 27.89 -0.28 -2.5 12.4 MulSStA p 4.72 0.00 0.5 11.6
SpectModerAllo n 26.65 0.33 10.1 53.6 GrOpp p 58.54 1.75 22.4 142.4 SoundShoreInv n 51.70 0.69 22.6 68.1 SmCpBl IdxRet 25.72 0.78 14.3 79.3 EnergyAd nr 38.42 0.92 54.8 16.1 FTAlWldInAdml n 37.88 0.76 7.4 48.8 LTTresIdx Inst 38.24 -0.60 -4.8 28.8 SmCapSusA 46.57 NA NA NA
SpectModerGwAllo n 42.30 0.71 13.6 67.8 HiYld A p 5.94 0.01 4.7 26.4 Sprott Funds Trust: SocChEqInst 28.12 0.73 25.3 105.8 EnergyAdml nr 74.14 1.65 26.2 1.4 GlbCapCyl Inv nr 11.27 0.29 18.0 71.5 MdCpGrAdml n 109.17 3.19 19.9 125.5 StratGrA p 27.52 -1.24 12.1 145.6
R2005 n 13.64 -1.33 7.6 39.4 Incm p 6.71 -0.14 -5.4 13.3 GoldEq Inv p/r tn 48.02 1.17 -12.4 62.0 SocChEqRet 28.64 0.73 24.9 104.2 EqIncAdml n 90.82 1.05 23.7 64.2 GlbEq n 38.34 0.88 12.7 83.9 MdCpVlAdml n 76.27 0.54 25.4 68.9 TactAllA p 13.05 NA NA NA
R2010 n 17.46 -2.22 8.3 42.7 IntlEq p 25.13 -2.84 7.9 55.2 SSgA Funds: Tortoise Capital: EuropeAdml n 84.45 2.64 14.8 54.9 GloMinVolFdAdm n 29.25 0.29 10.8 32.7 MidCp 68.74 1.29 22.5 96.1 VirtusFunds Cl I:
R2015 n 14.64 -1.51 9.1 46.5 NYTx p 8.90 0.00 2.4 14.8 SP500 n 269.75 -23.51 27.4 105.8 TorMLPPipInsCl 11.17 0.17 38.5 16.0 ExplrAdml n 118.24 -16.16 15.6 109.6 GNMA n 10.55 -0.02 -1.1 9.1 RUSS2000IdxInst 342.71 10.36 14.6 80.6 EmMktI 9.90 -2.30 -7.9 28.8
R2020 n 22.10 -2.64 9.9 51.4 ShtDurBd 10.14 0.00 0.2 8.4 State Street Institu: Touchstone Family Fd: ExtndAdml n 138.83 3.48 12.1 98.2 GroInc n 63.29 -8.07 27.8 103.0 SmCap 107.38 2.40 16.0 82.8 ForOppI 28.92 -6.11 11.0 67.5
R2025 n 19.41 -1.87 11.3 57.8 SmCapGr p 67.19 2.79 13.3 146.2 SmCapEq (ICL) 19.81 -2.79 19.5 81.6 FlexIncY 11.23 0.02 3.0 21.3 FinIxdAd nr 48.14 0.76 34.6 80.8 HlthCare nr 242.38 4.29 14.1 64.0 SmValAdml n 75.76 1.41 25.5 68.0 IntSmCapI 22.41 -1.30 4.0 68.7
R2030 n 29.31 -2.33 12.9 64.2 StDurInc 10.06 0.00 0.0 4.2 US Eq (ICL) 16.44 -1.88 25.3 111.8 FocEqY 64.28 1.42 26.5 108.8 GNMAAdml n 10.55 -0.02 -1.0 9.5 HYCor nr 5.95 0.03 3.6 26.3 TotBd 11.19 -0.06 -1.8 15.3 MulSStI 4.72 0.00 0.5 12.2
R2035 n 22.69 -1.18 14.3 70.0 SustainLdrsFd p 122.84 2.38 22.3 124.5 State Street V.I.S.: LagCapFoc A p 58.62 1.12 24.9 109.1 GroIncAdml n 103.29 -13.24 27.9 103.6 InflaPro n 14.39 -0.27 4.8 26.0 TotBd2 11.05 -0.06 -1.8 15.0 QualitySmCapI 28.34 0.31 17.9 94.8
R2040 n 32.54 -1.96 15.6 75.1 TFHY 13.23 0.00 5.0 19.9 TR V.I.S. Cl 1 18.77 0.26 12.9 41.8 MdCpGrwY 39.69 1.41 15.4 120.1 GrwthAdml n 164.82 4.85 27.0 156.1 IntlExplr n 21.01 -0.50 8.2 57.0 TotIntlInstIdx r 135.70 2.69 7.8 49.4 SmCapSusI 48.25 NA NA NA
RealEst n 19.57 0.26 42.8 55.2 TxEx p 8.86 0.00 2.1 15.6 TR V.I.S. Cl 3 18.66 0.25 12.6 40.7 MdCpY 48.76 0.77 12.9 80.4 HltClxAd nr 132.42 2.09 19.8 81.2 IntlGr n 43.48 0.98 -1.6 112.0 TotItlInstPlId r 135.74 2.69 7.8 49.4 SmCpCorI 47.66 NA NA NA
Ret2025A p 19.28 -1.82 11.0 56.5 MtgSec p 11.45 -0.01 -4.1 7.5 Sterling Capital Fds: SandsCapGrY 19.39 0.71 5.7 155.1 HlthCareAdml nr 102.24 1.81 14.2 64.3 IntlVal n 41.36 -0.86 7.4 44.1 TotSt 116.69 2.38 24.3 103.9 Vivaldi Merger:
Ret2045 n 22.85 -1.11 16.4 78.3 Putnam Funds Class Y: TotRetBdI 10.86 -0.05 -1.4 18.3 SandsCpSelGrwA 17.26 0.64 5.6 153.3 HYCorAdml nr 5.95 0.03 3.7 26.6 INSTTRF2015 25.92 0.11 5.5 35.9 VANGUARD INSTL FDS: Arbitrage Fund 10.53 0.02 5.3 14.8
Ret2045R 22.32 -1.02 15.8 75.6 GrOpp Y 62.16 1.85 22.7 144.2 Sunbridge: SelGrwth 17.27 0.63 5.4 152.8 InfProAd n 28.25 -0.54 5.0 26.4 INSTTRF2020 28.32 0.23 7.9 45.1 BalInst 49.68 0.64 13.7 65.2 Voya Fds:
Ret2055 n 20.03 -0.76 16.5 78.3 Incm 6.85 -0.14 -5.1 14.1 EmgMkt Inst 29.35 -26.22 -7.2 45.2 SmCoA p 5.71 0.12 21.3 79.3 InfTechIdx n 233.80 7.41 30.0 196.2 INSTTRF2025 30.05 0.32 9.5 51.8 DevMktsIndInst 16.33 0.37 10.6 52.5 GrOppI 57.85 1.69 19.4 117.4
Ret2055 19.84 -0.72 16.2 76.9 PutLargCap 30.65 0.52 25.1 78.3 Tr for Credit Unions: IntlGrAdml n 138.25 3.14 -1.5 112.7 INSTTRF2030 31.22 0.40 11.0 57.0 DevMktsInxInst 25.52 0.58 10.6 52.6 InmdBdI 10.24 -0.05 -1.2 18.1
RetBal Inc n
SciTec n
15.10
43.61
-1.47
1.20
8.1
6.0
40.9
135.4
ShtDurBd 10.15 -0.01 0.4 9.1 T UltShtDur TCU 9.42 0.00 0.2 4.3 ITBondAdml n
ITCorpIx n
11.90
25.01
-0.18
-0.28
-2.3
-1.6
18.9
23.2
INSTTRF2035 32.32
INSTTRF2040 33.47
0.48
0.56
12.5
14.0
62.4
67.8
EmMkInst r
EuroInst
30.99
36.01
0.38
1.12
0.3
14.8
42.2
55.0
TRPGrEqI 119.16 3.13 20.2 125.9
StDurInc 10.07 0.00 0.1 4.5 Transamerica A:
Sht-Bd n 4.78 0.00 -0.3 9.1 TCU ShtDur : AsAlCnsrv p 12.05 0.09 5.1 35.1 ITIGradeAdml n 10.04 -0.04 -1.3 21.0 INSTTRF2045 34.54 0.66 15.6 72.9 ExDurTrsInst 42.28 -1.02 -6.2 39.1
WXYZ
SmCap n
SmCapStk n
61.02
69.05
1.72
1.84
24.0
16.0
81.0
101.8 R TCU ShtDur
TCW Funds:
9.75 -0.01 -1.1 7.5 AsAIGrow p
AsAlMod p
16.60 0.38
13.19 0.14
15.5
7.5
72.1
43.5
ITsryAdml n
ITTresIdx n
11.32
22.48
-0.04
-0.22
-2.1
-2.5
13.6
12.4
INSTTRF2050 34.70
INSTTRF2055 34.79
0.67
0.67
15.8
15.8
73.5
73.5
ExtndInst
FTAlWldIst r
138.82
120.07
3.48
2.40
12.1
7.4
98.3
48.9 Wasatch:
SpecGr n 27.19 -1.18 19.6 85.9 RBB Fund: CoreFxInc n 11.53 -0.03 -1.3 17.2 AsAlModGr p 14.53 0.23 10.8 55.8 LarCapAd n 110.54 2.18 26.1 108.2 INSTTRF2060 34.90 0.68 15.8 73.7 FTScinst 33.23 0.79 27.0 117.0 CoreGr n 93.18 3.13 19.8 128.9
SpecInc n 12.81 -0.13 2.4 22.0 BPSmVal2Inst 30.10 0.78 24.0 68.4 EmMktInc n 7.72 -0.01 -5.3 15.4 Balanced 34.49 -1.78 15.9 66.5 LTGradeAdml n 11.09 -0.11 -2.6 35.7 INSTTRFINC 25.30 0.10 5.1 32.7 GrwthInst 164.83 4.85 27.0 156.2 IntlGr n 34.26 0.89 9.0 81.4
SpecIntl n 16.00 -0.26 4.2 51.9 RBC Funds: SelEqtyI n 44.64 1.27 26.1 153.3 FocusA 44.61 -7.16 1.5 180.7 LTsryAdml n 12.81 -0.19 -4.5 30.0 ITIGrade n 10.04 -0.04 -1.4 20.7 InPrSeIn 11.51 -0.22 5.0 26.5 MicCap n 9.30 0.41 4.1 160.0
SuMuInc n 12.53 0.00 3.1 16.3 AccCpCommInvI 8.83 -0.02 -1.2 9.3 TotRetBondI n 10.11 -0.04 -1.1 15.5 Trust for Professional Ma: LTTresIdx n 30.13 -0.47 -4.9 28.7 ITTsry n 11.32 -0.04 -2.2 13.3 InstIdx 414.14 9.30 27.6 106.0 SmCapGr n 49.72 2.52 7.8 147.6
SuMuInt n 12.32 0.00 1.4 13.0 RiverNorth Funds: TCW Funds N: PerfTrstMuniInst 25.86 -0.01 2.1 18.1 MatIdx nr 97.71 1.19 24.0 90.2 LifeCon n 23.73 0.14 5.8 38.5 InstPlus 414.17 9.30 27.6 106.1 SmCapV n 10.38 0.38 23.6 78.1
TaxEfEqty nr 60.76 1.72 21.9 136.1 RNDLIncomeI 10.45 NA NA NA TotRetBdN pn 10.42 -0.05 -1.4 14.6 PrfTrtStrtBd Ins 22.73 -0.07 1.7 15.8 MidCpAdml n 311.81 5.77 22.6 96.7 LifeGro n 45.43 0.76 13.7 66.0 InstTStIdx 91.51 2.16 24.9 105.4 UltraGr n 43.95 2.23 5.1 166.2
TF Incom n 12.67 0.00 6.0 19.6 Royce Funds: The Bruce Fund: Tweedy Browne Fds: MrgBkdIdx n 21.11 -0.06 -1.4 9.1 LifeInc n 17.44 0.01 1.9 25.8 InstTStPlus 91.48 2.16 24.8 105.4 WCM:
TF Incom n 10.48 0.00 2.8 15.7 Oppty I nr 16.50 0.51 28.8 116.1 BruceFund n 664.15 6.63 16.3 61.2 GblValue n 28.82 0.50 14.5 31.1 MuHYAdml n 12.07 -0.01 3.8 19.9 LifeMod n 34.46 0.39 9.6 51.8 ITBdInst 11.90 -0.18 -2.3 19.0 FcusEmgMk Inst 18.49 0.20 -2.7 88.4
TFSI n 5.69 0.00 0.1 7.5 PAMut I nr 9.49 0.29 20.0 80.5 Third Avenue: MuIntAdml n 14.72 0.00 1.2 13.9 LTIGrade n 11.09 -0.11 -2.7 35.3 ITBdInstPI 11.90 -0.18 -2.3 19.0 FocInterGrFdInv 27.11 0.90 15.4 113.0
TotIndex n
U.S.EqResch n 44.88
51.42 1.21
1.04
24.5
27.0
102.5
109.2
PremierI nr
SpecEqI nr
12.78
18.80
0.26
0.31
14.7
20.6
79.3
50.6
ValueInst
Thompson IM Fds,Inc:
50.09 1.08 21.0 50.9
U MuLTAdml n
MuLtdAdml n
12.19
11.17
0.00
0.00
2.2
0.5
18.2
8.1
LTTsry n
MATxEx n
12.81
11.41
-0.19
0.00
-4.5
2.0
29.6
18.3
LaCapInst
LTBdInst
454.95
15.66
8.95
-0.21
26.1
-2.8
108.3
35.0
IntlSmCpGrthFd I 27.88
WCM Focus Funds:
0.77 14.1 164.1
USLrgCpCore n 35.52 0.66 24.5 92.8 TotRet I nr 8.61 0.15 23.3 63.0 Bond n 10.91 -0.10 5.7 9.8 Ultimus: MuShtAdml n 15.88 0.00 0.2 4.7 MgdPayFdInv n 19.35 0.26 12.9 41.5 LTBdInstPl 15.66 -0.21 -2.8 35.0 WCMFocIntlGrwIns 27.36 0.91 15.7 114.6
USTInter n 5.96 -0.03 -3.0 12.5 RS Funds: Thornburg Fds: LyricalUSVlEqI 22.70 0.53 28.2 78.2 NJLTAdml n 12.75 0.00 3.1 19.5 MidCpGro pn 26.94 -8.48 9.6 104.1 MidCpInst 68.88 1.27 22.6 96.8 Weitz Funds:
VABond n 12.50 0.00 2.3 14.9 CoreEqVIP 53.46 0.60 21.5 63.5 IncBuildA t 24.29 0.39 19.0 42.0 UM Funds: NYLTAdml n 12.21 0.00 2.5 17.6 MuHY n 12.07 -0.01 3.8 19.6 MidCpIstPl 339.71 6.28 22.6 96.8
PIIIOpp 15.50 0.13 12.2 71.3
Value n 47.20 0.89 28.3 84.1 InvQBdVIP 12.53 -0.28 -0.4 16.8 IncBuildC p 24.25 0.38 18.1 38.7 BehavVal 81.59 1.16 31.5 72.2 PacifAdml n 96.81 0.74 1.5 43.5 MuInt n 14.72 0.00 1.1 13.6 RealEstaInstl 24.58 0.05 34.5 65.7
ShtDurIncInst 12.28 0.00 1.1 9.2
Price Funds - Adv Cl: IntVal I 26.89 0.55 7.0 73.5 PALTAdml n 12.13 0.00 2.4 18.3 MuLong n 12.19 0.00 2.2 17.9 Rs1000GrwIdxInst 602.76 17.99 27.3 151.7
Russell Funds S: USAA Group: ValueInv n 61.27 0.47 25.8 107.8
BlChip p 174.35 5.32 17.8 116.7 IntValA p 25.85 0.53 6.6 71.8 PrmcpAdml nr 168.44 -12.75 21.2 89.8 MuLtd n 11.17 0.00 0.4 7.8 Rs1000Vl IdxInst 283.71 4.37 23.3 64.9
EmerMkts 18.65 NA NA NA 500Indx Reward n 61.84 1.24 26.7 109.6 Western Asset:
CapAppA p 36.24 0.36 17.4 76.3 LtdTIn 13.72 -0.01 -1.1 12.3 RealEstatAdml n 158.83 0.36 34.5 65.7 MuSht n 15.88 0.00 0.2 4.5 Russ1000IdxInst 420.56 9.70 25.4 106.9
IntlDvMkt 41.97 NA NA NA CA Bd n 11.60 0.00 2.3 15.1 CoreBondA 13.09 -0.04 -2.2 17.4
Growth p 103.30 2.68 19.8 124.4 LtdTIncI 13.72 -0.02 -0.8 13.2 S&PSC600Idx 417.97 7.73 25.4 79.1 OHLTte n 13.21 0.00 2.1 18.3 Russ2000GrIxInst 407.48 13.18 3.2 89.7
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

InvGrdBd 21.74 NA NA NA CapGr n 12.70 0.10 21.5 66.3 CoreBondI 13.09 -0.04 -1.9 18.7
R2020A p 21.89 -2.57 9.6 50.2 LtdTMu I 14.46 -0.01 0.0 7.4 SmCapAdml n 107.40 2.38 16.1 83.4 Primcp nr 162.60 -12.14 21.1 89.4 Russ3000Idx 414.46 9.75 24.6 104.9
StratBd 10.91 NA NA NA CrnrsMod n 16.32 0.05 8.9 37.8 CoreBondIS 13.10 -0.05 -1.9 18.8
R2030A p 28.98 -2.26 12.6 63.0 LtdTMuA 14.46 0.00 -0.2 6.8 SmGthAdml n 98.76 2.74 5.3 99.3 PrmcpCor n 33.34 -1.57 23.3 83.9 SmCapInst 107.39 2.37 16.1 83.5
TaxExBd 23.94 NA NA NA CrnstModAggr n 28.17 -0.02 10.8 42.4 CorePlusBdA 11.90 -0.02 -2.4 19.8
R2035 22.54 -1.13 14.0 68.7 Thrivent Funds A: STBondAdml n 10.60 -0.05 -1.1 9.1 SelValu nr 30.12 -1.64 25.5 77.6 SmCapIstPl 309.97 6.83 16.1 83.5
TMUSMdSmCp 40.55 NA NA NA ExtMktIn n 24.70 0.47 15.4 102.2 CorePlusBdI 11.91 -0.02 -2.0 21.1
R2040A p 32.18 -1.88 15.3 73.8 DivrIncPlus 8.03 0.04 5.9 29.3 STCorpIx n 22.10 -0.09 -0.6 11.9 STAR n 33.81 0.48 9.2 65.9 SmGthInst 79.09 2.19 5.3 99.4
TxMngUSLgCp 69.51 NA NA NA Gr&Inc n 25.30 0.47 21.6 80.4 CorePlusBdIS 11.91 -0.01 -2.0 21.3
Ret2045-A p 22.65 -1.07 16.1 76.9 LgCpStk 28.66 0.71 19.6 74.0 STFedAdml n 10.85 -0.01 -0.5 8.6 STFed n 10.85 -0.01 -0.6 8.3 SmValInst 42.35 0.79 25.5 68.1
USSmCpEq 29.42 NA NA NA Gr&TxStr n 26.66 0.18 14.3 52.6 STIGradeAdml n 10.80 -0.01 -0.5 11.2 STIGrade n 10.80 -0.01 -0.6 10.9 STBdIdxInstPl 10.60 -0.05 -1.1 9.1 IntermedBdIS 10.96 -0.01 -1.8 14.7
Ret2050-A p 19.11 -0.91 16.2 77.0 MidCapStk 31.80 0.86 25.5 96.2
Rydex Dynamic Fds: Grwth n 36.34 1.02 17.5 114.6 STIPSIxAdm n 25.63 -0.47 4.8 15.7 STIPSixInv 25.60 -0.46 4.8 15.4 STBDInst 10.60 -0.05 -1.1 9.1 IntermTermMuniA 6.56 0.00 2.3 13.0
Price Funds - R Cl: MuniBd 11.58 -0.01 1.9 14.6
NasdaqStratH p 472.02 NA NA NA HiIncm n 7.82 0.01 5.3 24.1 STsryAdml n 10.62 -0.01 -0.8 7.4 StratgcEq n 38.16 1.00 28.8 88.3 STCorpIxInst p 27.06 -0.10 -0.5 12.0 IntermTermMuniI 6.56 0.00 2.7 13.5
BlChipR p 165.50 5.04 17.5 115.0 SmCapStk p 24.20 0.64 22.3 97.2
Rydex Investor Class: Inco n 13.25 -0.08 0.3 20.9 STTresIdx n 20.28 -0.09 -0.7 6.3 StrSmCpEqInv n 38.55 1.15 31.8 82.7 STIGradeInst 10.80 -0.01 -0.4 11.3 ManagedMuniA 16.73 0.00 3.1 15.3
ExtIndex nr 36.21 1.07 12.4 96.1 Thrivent Funds S:
NasdaqInv n 75.29 2.33 25.9 165.9 IncStk n 19.61 0.08 24.3 57.9 TotBdAdml n 11.19 -0.06 -1.7 15.6 STTsry n 10.62 -0.01 -0.9 7.1 STIPSIxins 25.65 -0.47 4.9 15.7 ManagedMuniI 16.75 -0.01 3.3 15.9
GrowthR p 98.71 2.55 19.5 122.7 LgCpVal n 28.39 0.54 30.6 75.8
MidCapStk n 37.38 1.02 25.9 97.8 Intl n 27.37 0.11 13.8 47.8 TotIntBdIdxAdm n 22.12 -0.82 -1.9 10.8 TgtRe2015 n 16.59 0.07 5.5 35.6 STTresIdx 25.48 -0.11 -0.7 6.4 SMAShCrPlCp n 8.86 0.07 -0.1 23.4
R2020R p 21.61 -2.52 9.4 49.2
R2030R p 28.65 -2.20 12.3 61.8 S OppIncmPl n 10.10 0.01 1.5 14.8 IntmTerm n
LgTerm n
13.86
13.91
0.00
-0.01
2.1
3.5
14.6
17.2
TotIntlAdmIdx nr 33.94 0.68 7.8 49.2 TgtRe2020 n 36.96 0.29 7.8 44.8 TotBdInst 11.19 -0.06 -1.7 15.7 SmashSerC n 9.56
SmashSerM n 10.65
0.04
-0.04
1.1
-3.7
19.6
18.0
R2040R p 31.87 -1.82 15.0 72.5 TIAA-CREF/Instl Cl: TotStAdml n 116.71 2.35 24.4 104.5 TgtRe2025 n 23.55 0.25 9.3 51.4 TotBdInst2 11.05 -0.06 -1.7 15.3
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Schwab Funds: Nasdaq100 n 43.13 1.24 26.9 173.7 TxMBal nr 42.39 0.48 12.6 53.4 TgtRe2030 n 44.95 0.57 10.9 56.8 TotBdInstPl 11.19 -0.06 -1.7 15.7 TotalRetUnconI 10.23 -0.25 -1.7 13.1
Ret2025-R p 19.01 -1.78 10.7 55.4 CoreBond Inst 10.64 -0.03 -1.1 17.1
1000 Inv nr 102.76 2.38 25.1 106.1 ntTerBd n 10.59 -0.04 0.8 23.0 TxMCapAdml n 246.64 5.73 25.9 108.1 TgtRe2035 n 28.34 0.42 12.4 62.1 TotIntBdIdxInst 33.20 -1.23 -1.9 11.0 Westwood Income Oppo:
Ret2035-R 22.21 -1.08 13.7 67.4 CorePlsBd 10.70 -0.03 -0.5 18.1
Balanced n 20.01 NA NA NA S&PIdx n 61.80 1.25 26.6 109.0 TxMIn nr 16.31 0.37 10.5 52.5 TgtRe2040 n 50.41 0.84 13.9 67.5 TotStInst 116.73 2.35 24.4 104.5 WwIncOpFdInstl 12.75 NA NA NA
Ret2050-R 18.89 -0.87 16.0 75.8 TIAA-CREF/Retail Cl:
CoreEq n 23.56 0.45 26.2 90.3 SciTech n 30.15 1.07 -1.8 129.6 TxMSC nr 92.64 2.82 25.7 79.7 TgtRe2045 n 32.53 0.61 15.4 72.7 TtlWrldIxInst p 217.77 4.80 17.3 79.2 Westwood Quality Sma:
PRIMECAP Odyssey Fds: EqIdx n 34.61 0.81 24.4 103.2
DivEqSel n 15.21 0.23 26.5 55.4 ShtT n 10.63 0.00 1.2 6.5 USGroAdml n 169.82 5.47 13.4 153.5 TgtRe2050 n 52.56 1.02 15.6 73.3 TxMCaInst r 122.55 2.85 25.9 108.3 WwQalSmallCapI 21.24 NA NA NA
AggGrowth nr 52.90 1.99 9.8 85.2 Gro&Inc n 25.78 0.68 24.2 102.2
FunIntlLgInst nr 10.07 0.21 13.9 43.4 LrgCpGro n 23.94 0.73 16.6 129.6 ShtTBdA n 9.20 -0.01 1.0 11.0 UtilIxAd nr 76.42 0.25 14.3 39.4 TgtRe2060 n 50.42 0.98 15.7 73.2 TxMSCInst r 92.86 2.84 25.7 79.8 Williamsburg Invst T:
Growth nr 44.03 1.43 18.3 80.3
FunUSLgInst nr 22.66 0.40 29.9 88.6 MgdAlloc n 13.40 0.18 9.1 54.4 SmCpStk n 14.87 0.46 17.1 92.8 ValAdml n 56.59 0.39 24.0 64.3 TgtRet2055 n 57.07 1.11 15.7 73.2 ValueInst 56.59 0.39 24.8 65.4 DavPrtSmCapFoFd n 19.01 0.73 19.6 120.0
Stock nr 39.72 0.85 23.8 80.0
Principal Investors: HlthCare n 28.18 0.48 21.9 68.6 SocChEq n 24.47 0.63 24.9 104.0 TarRet2030 n 13.48 -0.86 11.5 45.5 WdsrllAdml n 81.10 -4.40 27.9 94.9 TgtRetInc n 15.50 0.06 4.9 32.3 Victory Funds: Wilmington Funds:
CapApprA p 63.93 -4.72 26.3 105.2 InflProSel n 12.38 0.02 5.1 26.6 TIAA/CREF Funds: TarRet2040 n 13.87 -0.84 15.0 53.5 WellsIAdml n 69.62 -2.84 7.8 37.7 TotIntBdIxInv 11.06 -0.42 -2.0 10.7 EstValA 48.55 0.51 28.7 83.1 BroadMktBdInst 10.03 -0.04 -1.6 15.3
ConBalA p 13.26 -0.58 8.6 38.6 IntI Sel nr 23.49 0.56 10.5 49.0 BdIdxInst 11.15 -0.05 -1.9 15.0 TarRet2050 n 14.39 -0.89 16.7 58.7 WelltnAdml n 89.35 1.06 18.4 64.2 USGro n 65.56 2.11 13.3 152.7 EstValI 48.57 0.46 29.1 84.8 Intl Inst 10.12 0.22 6.1 48.4
EqIncIA p 40.71 0.51 20.4 68.7 IntlMstr nr 24.70 0.74 4.5 67.8 EqIdxInst 33.95 0.80 24.7 104.9 TarRetIncm n 11.64 -0.54 6.1 30.3 WndsrAdml n 80.53 -7.12 26.5 83.7 WellsI n 28.74 -1.17 7.7 37.4 EstValR p 47.74 0.51 28.4 81.8 LgCpStrInst 32.05 0.74 25.3 106.6
FlIncA p 12.99 -0.46 6.0 28.6 MT AllEq n 23.98 NA NA NA EqIdxRet 34.49 0.81 24.4 103.4 VA Bd n 11.66 0.00 1.9 13.1 VANGUARD FDS: Welltn n 51.74 0.62 18.3 63.8 SmCap Grwth p 74.10 2.55 -10.6 82.0 Wm Blair Funds Cl I:
HiYld IN 9.37 0.03 4.7 23.5 MT Bal n 21.61 NA NA NA Gr&IncInst 17.10 0.45 24.4 103.9 ValueFd n 18.29 0.08 23.9 58.3 CAIT n 12.21 0.00 0.7 12.6 Wndsr n 23.89 -2.09 26.4 83.2 SmCoOppI 51.47 0.86 23.1 68.5 IntlGthI r 38.10 1.06 7.4 90.1
InfPro IN 9.59 -0.27 4.5 25.1 MT Gro n 27.97 NA NA NA Gr&IncRet 17.56 0.46 24.2 102.4 WldGr n 27.52 0.43 17.0 84.1 CALT n 12.76 0.00 1.9 16.9 WndsrII n 45.72 -2.46 27.8 94.4 VirtusFunds: SmCapValI 33.05 0.88 27.4 70.7
LgCpStA p 24.06 -2.74 27.0 103.4 S&P Sel n 72.31 1.62 27.5 106.0 HgYldInst 9.57 0.03 4.5 24.4 CapOp nr 83.53 -6.64 20.5 97.5 VANGUARD INDEX FDS: CeredexLgCpVlEqI 12.60 -3.49 23.6 74.1 SmMidI r 34.55 1.23 8.0 95.6
LgIndxI 24.04 -2.80 27.3 104.9 SmCp Sel nr 35.84
SmCpEqSel nr 21.28
1.08
0.65
14.6
28.5
80.5
70.6
InflLkdBdInst 12.09 0.02 4.7 21.1 V DivdGro n 40.32 0.56 22.9 85.4 500 436.07 8.32 27.4 105.4 CeredexMdCpVlEqI 13.20 -2.14 27.0 72.3 Wm Blair Funds Inst:
IntlGth 18.74 0.53 7.7 91.4
LgIndxJ tn 23.73 -2.76 27.1 103.7 IntlEqIdxInst 22.72 0.54 10.5 49.0 DivrEq n 56.12 1.46 21.2 114.3 EmgMktInstPl 103.07 1.25 0.3 42.3 GvSecUltShtBdI 10.01 0.00 0.0 3.7
LT2020 In 14.71 -0.83 8.5 47.4 Trgt2030 nr 18.90 NA NA NA IntlEqIdxRet 23.29 0.55 10.3 47.9 VALIC: EmgMktSelStk n 24.26 -1.42 -1.9 41.1 ExtndIstPl 342.58 8.56 12.1 98.3 InnGrSt I 61.28 3.33 -8.1 198.3 Wm Blair Funds R6:
LT2020J tn 14.59 -0.84 8.3 46.7 Trgt2040 nr 20.51 NA NA NA IntlEqInst 14.01 0.36 9.9 59.8 CoreVal 13.55 0.23 20.6 53.9 Energy nr 39.49 0.87 26.1 1.2 FTAIWdInPl 127.15 2.54 7.5 49.0 LowDurCrPlBd I 10.87 0.00 0.1 10.1 EmgMktGth 15.79 0.12 1.8 88.1
LT2030In 16.45 -0.80 12.0 61.0 TSM Sel nr 81.70 1.93 24.7 104.7 LC2020Ret 14.09 0.16 7.8 44.6 FrgnVal 10.74 0.25 6.0 31.8
LT2030J tn 16.36 -0.81 11.8 60.2 TxFrBd n 12.07 0.00 0.8 12.5 LC2025Ret 14.95 0.20 9.0 50.1 GlobEq 9.91 0.10 0.8 41.7
LT2040I 18.19 -0.74 14.5 70.6 USSmCoIdx nr 17.28
Segall Bryant & Hami:
0.50 29.1 80.1 LC2030Ret 15.66 0.24 10.3 56.2 SysCore
InflPro
29.42
12.46
0.61
0.01
24.9
4.3
109.0
23.7
Market Sentiment LAST +0.60
LT2040J tn 17.96 -0.75 14.2 69.8 LC2035Ret 16.52 0.29 11.8 62.2 Citigroup Panic/Euphoria Model
LT2050I 19.03 -0.53 16.1 76.8 SmallCapVal Inst 14.68 0.38 15.3 57.4 LC2040Inst 11.49 0.23 13.5 69.7 IntlEq 8.40 0.20 10.2 46.8
MdGrIII Inst 14.11 -3.08 15.3 123.8 SEI Portfolios: LC2040Ret 17.24 0.34 13.3 68.5 IntlGro 19.46 0.56 13.1 106.5
MidCpBldA 39.83 1.10 23.2 115.2 CoreFxIn F 11.40 -0.05 -1.8 17.5 LC2045Ret 14.25 0.32 14.8 74.4 LgCpGro 23.86 0.53 24.8 122.0
PreSecI 10.34 0.02 2.7 26.1 EMktDbt F 9.78 0.03 -6.1 12.1 LCIdx2010Inst 17.79 0.12 6.5 40.1 MdCpStGr 24.82 0.70 15.7 124.6 1.4
PtrLGI In 22.19 -1.95 21.5 134.6 HiYld F 6.99 0.02 9.4 30.4 LCIdx2020Inst 20.35 0.19 8.3 47.2 MidCpIdx 32.14 0.78 22.3 79.9
PtrLV In 19.33 -1.48 22.4 64.4 IntlEmg F 12.94 0.10 -2.7 39.2 LCIdx2025Inst 22.34 0.25 9.6 52.7 SciTech 42.26 1.45 12.7 160.5 0.7
RealEstSecI 34.06 -0.35 35.4 72.0 IntlEq F 12.22 0.26 8.6 50.8 LCIdx2035Inst 26.23 0.39 12.6 64.3 SmCpIdx 23.29 0.70 14.2 78.3 Euphoria
SAMBalA p 17.55 -1.21 12.4 51.9 IntMuni F 12.15 0.00 1.6 14.2 LCIdx2040Inst 27.77 0.47 14.2 70.2 StckIdx 59.56 1.33 27.2 104.3
SAMGrA p 20.85 -1.08 16.3 65.8 LgCapGr F 50.24 1.47 24.8 133.3 LCIdx2045Inst 28.82 0.55 15.9 76.0 ValUltra 25.51 0.79 20.9 137.4 0
SmCpBldIN 29.99 -1.19 18.9 92.8 LgCVal F 27.61 0.41 25.7 54.8 LifeStkIdx 40.72 0.96 24.7 104.7 Value Line Funds: Panic
StrGrw A p 23.22 -0.92 18.4 78.2 MgdVol F 17.13 0.09 17.7 46.4 LrgCpGrIdxInst 57.72 1.72 27.3 151.8 AstAlcClInv n 45.78 0.50 10.7 64.5 -0.7
ProFunds Inv Class: S&P500 F 95.26 2.13 27.3 104.8 LrgCpGrIdxRet 58.21 1.73 26.9 149.9 CapAppreClInv n 12.51 0.40 7.8 89.9
UltNASDAQ-100 n 100.72 6.07 52.6 461.2 ShtGov F 10.37 -0.01 -1.2 6.0 LrgCpGrInst 24.06 0.74 16.9 131.7 Van Eck Funds:
-1.4
Putnam Funds: TaxMgdLC F 36.55 0.59 26.6 89.4 LrgCpVl IdxInst 24.23 0.37 23.3 65.0 EmgMktsY 17.19 NA NA NA
GrOpp R6 62.76 1.88 22.8 145.0 TaxMgdSmMdCp F 26.75 0.76 21.7 70.1 LrgCpVl IdxRet 24.72 0.38 23.1 63.7 VANGUARD ADMIRAL:
Putnam Funds Class A: Selected Funds: LrgCpVl Inst 21.45 0.40 25.4 73.1 400MCpIdxInst 375.63 7.58 22.6 81.4 -2.1
CATx p 8.30 0.00 1.8 16.2 AmShD n 42.45 0.60 18.1 80.8 MdCpGrInst 24.60 0.91 2.7 110.5 500Adml n 436.03 8.23 27.6 106.0 D J F M A M J J A S O N D
ConvSec 26.51 0.55 4.1 93.3 AmShS pn 42.34 0.58 17.7 79.0 MdCpVl Inst 18.97 0.43 29.7 62.5 BalAdml n 49.67 0.64 13.7 65.2 The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and
DvrIn p 6.14 -0.01 -6.9 4.1 Sequoia: MdCpVlRet 18.82 0.42 29.4 61.2 CAITAdml n 12.21 0.00 0.8 12.9 sell signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be
DynAABalA 16.73 0.22 12.7 52.1 SequoiaFd n 184.25 4.37 25.0 108.7 QuantSmCpEqInst 18.91 0.61 24.1 81.6 CALTAdml n 12.76 0.00 2.0 17.2
higher one year later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later.
DynAAGthA 19.02 0.35 16.0 64.6 Sit Funds: RealSecInst 23.05 0.28 34.8 79.9 CapOpAdml nr 192.77 -15.54 20.6 97.9
PutLargCap p 30.65 0.52 24.8 76.9 MinnTxF n 10.76 0.00 2.6 13.5 RealSecRet 24.15 0.29 34.5 78.5 CoDilxAd n 174.98 6.31 23.9 147.5 Source: Citigroup Investment Research - US Equity Strategy
December 27, 2021 BARRON’S 59

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 Dec 20 21 22 23 24
Daily Dec 17 20 21 22 23 COMPONENTS Change INDUSTRIALS
37025 NY Up 188,805 830,988 532,509 471,196 ...
3M 0.22 NY Off 902,262 122,135 172,489 170,288 ...
Open (t) 35675.79 34955.56 35223.70 35508.65 35854.01
Open (a) 35800.11 35222.12 35069.50 35491.71 35782.42 American Express 4.18 NY Up - Composite 879,742 3,565,041 2,504,526 2,154,748 ...
NY Off - Composite 3,719,642 536,849 781,531 760,700 ...
10:00 35407.42 34813.36 35233.49 35482.32 35952.76 Amgen 1.29 NYSE Amer UP 9,399 14,079 6,599 6,995 ...
10:30 35362.50 34721.96 35195.01 35569.71 35971.40 Apple 5.14 NYSE Amer Off 14,941 5,179 5,535 4,862 ...
11:00 35590.45 34724.16 35275.14 35672.53 35979.12
11:30 35618.07 34717.19 35299.82 35651.39 35951.27 Boeing 11.59 36450 NASD Up 1,433,267 3,654,798 2,648,812 2,842,081 ...
NASD Off 3,077,840 849,455 1,366,886 1,027,850 ...
12:00 35438.92 34760.86 35393.35 35658.85 35989.24 Caterpillar 4.83 NYSE Arca UP 56,437 192,124 152,825 135,099 ...
12:30 35443.56 34753.14 35460.04 35677.16 35972.07 Chevron 2.81 NYSE Arca Off 254,415 33,244 32,827 42,103 ...
1:00 35478.75 34701.32 35501.39 35718.98 35971.38 % (QCHA) –1.40 +1.87 +.63 +.65 ...
1:30 35524.39 34754.21 35461.23 35718.30 35984.63 Cisco Systems 1.82
% (QACH) –.46 +1.45 +.91 +.90 ...
2:00 35593.54 34828.68 35468.36 35681.44 35993.88 Coca-Cola 0.49 35875 % (QCHAQ) –1.36 +1.92 +.57 +.97 ...
2:30 35505.83 34848.37 35465.20 35649.58 36034.06 Disney 4.87 Market Advance/Decline Totals
3:00 35509.99 34817.49 35477.17 35673.47 36041.99
3:30 35493.63 34870.25 35467.78 35694.22 36024.13
Dow 1.04 Week ended last Friday compared to previous Friday
Close 35365.44 34932.16 35492.70 35753.89 35950.56 Goldman Sachs 3.24 Weekly Comp. NYSE NYSE Amer Nasdaq NYSE Arca
High (t) 35916.46 35179.25 35680.18 35873.19 36173.99 Home Depot 9.09 Total Issues 3,625 292 5,238 1,814
Low (t) 35074.85 34494.99 34987.22 35302.99 35729.44 35300 Advances 2,531 185 3,275 1,421
Honeywell Intl 0.05 Declines 1,001 101 1,775 358
High (a) 35800.11 35222.12 35508.96 35764.67 36060.99
Low (a) 35284.26 34665.50 35069.50 35433.13 35782.42 IBM 3.23 Unchanged 93 6 188 35
New Highs 132 7 170 91
Change –532.20 –433.28 +560.54 +261.19 +196.67 Intel 0.69 New Lows 334 37 666 212
Theoretical (t): High 36173.99 Low 34494.99 Johnson & Johnson 0.02
Actual (a): High 36060.99 Low 34665.50 NYSE Composite Daily Breadth
JPMorgan Chase 0.50 34725 Daily Dec 20 21 22 23 24
Dow Jones 20 Transport (divisor: 0.16343894576034) McDonald's 4.25 Issues Traded 3,505 3,473 3,503 3,491 ...
Advances 660 2,750 2,487 2,289 ...
Open (t) 16053.27 15638.75 15731.75 15948.40 16037.98 Merck 0.04 Declines 2,721 625 871 1,070 ...
Open (a) 15987.46 15734.13 15672.27 15943.54 16005.15 Unchanged 124 98 145 132 ...
Microsoft 10.89 New Highs 13 43 59 102 ...
10:00 15932.66 15621.93 15771.20 15890.99 16162.03
Nike Cl B 4.31 34150 New Lows 241 61 56 28 ...
10:30 15967.46 15492.53 15779.24 15956.63 16193.60 Blocks - primary 4,618 4,111 3,702 3,576 ...
11:00 16086.04 15489.06 15802.97 16017.60 16165.01 Procter & Gamble 2.64 Total (000) - primary 1,101,684 959,220 713,663 646,076 ...
11:30 16094.77 15483.77 15859.49 16006.73 16170.04 Total (000) 4,652,235 4,141,136 3,331,652 2,936,651 ...
Salesforce.com 0.21
12:00 15915.06 15517.84 15943.32 15991.37 16168.26 NYSE American Composite
12:30 15891.65 15550.71 15951.20 15981.01 16175.11 Travelers Cos -3.54
Daily Dec 20 21 22 23 24
1:00 15866.93 15467.68 15965.06 15959.03 16178.70 UnitedHealth Group 8.26 33575 Issues Traded 282 282 279 278 ...
1:30 15892.07 15507.89 15947.56 15976.46 16188.57 Verizon Communications -0.49 Advances 93 190 170 184 ...
2:00 15941.79 15531.35 15947.15 15960.52 16221.14 Declines 172 80 91 81 ...
Visa Cl A 4.74 Unchanged 17 12 18 13 ...
2:30 15913.58 15558.72 15918.76 15922.93 16209.23 NOTICE TO READERS: New Highs 4 2 1 2 ...
3:00 15924.98 15510.26 15895.14 15932.58 16188.89 Walgreens Boots Alliance 1.63 New Lows 24 8 7 3 ...
Blocks - primary 199 191 167 144 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

3:30 15917.71 15575.17 15958.31 15934.40 16194.71 Walmart 0.74 Total (000) - primary 24,814 20,241 12,854 12,308 ...
Close 15828.97 15585.27 15963.15 15961.74 16186.96 Sign up for the Weekly 33000 Total (000) 400,370 244,294 164,540 178,970 ...
High (t) 16235.79 15768.09 16048.78 16092.03 16286.66
Low (t) 15683.65 15352.80 15659.67 15792.75 15990.47 Market Lab Newsletter: Nasdaq
TRANSPORTATIO
High (a) 16133.78 15734.13 15978.01 16019.44 16238.92
Alaska Air Group 2.99 barrons.com/ 18500 Daily
Issues Traded
Dec 20
4,891
21
4,861
22
4,942
23
4,898
24
...
Low (a) 15799.88 15423.42 15672.27 15890.71 16005.15
Change –172.36 –243.70 +377.88 –1.41 +225.22 American Airlines Group 1.31 newsletters Advances
Declines
1,273
3,400
3,462
1,144
2,918
1,760
3,230
1,448
...
...
Theoretical (t): High 16286.66 Low 15352.80
18000 Unchanged 218 255 264 220 ...
Avis Budget Group 7.39
Actual (a): High 16238.92 Low 15423.42 New Highs 29 42 58 80 ...
CH Robinson Worldwide 1.08 Please visit the new 17500
New Lows
Blocks - primary
423
23,026
168
23,885
137
21,001
122
22,513
...
...
Dow Jones 15 Utilities (divisor: 1.29685261171310) CSX 1.07 Market Lab home page Total (000) 4,552,550 4,563,567 4,053,483 3,942,621 ...
Open (t) 960.76 941.70 957.37 948.08 956.74 Delta Air 2.74
Open (a) 962.21 945.26 955.82 948.07 956.70 on barrons.com under 17000 NYSE Arca Composite
Expeditors Intl of Wash 0.83 Daily Dec 20 21 22 23 24
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

10:00 956.55 937.61 956.07 947.93 958.80


FedEx 3.50 Data. Issues Traded 1,686 1,679 1,655 1,646 ...
10:30 953.47 935.57 956.20 949.39 958.92
www.barrons.com/ 16500 Advances 232 1,401 1,442 1,323 ...
11:00 957.74 936.41 951.87 954.72 959.65 JB Hunt Transport 5.13 Declines 1,437 253 196 305 ...
Unchanged 17 25 17 18 ...
11:30 958.30 940.80 945.57 954.30 959.60 JetBlue Airways 0.76 market-data/market-lab 16000 New Highs 9 10 27 60 ...
12:00 956.54 942.67 951.73 954.35 959.70 New Lows 142 30 13 17 ...
12:30 956.68 943.07 954.15 955.54 956.80 Kirby Corp 1.19 Blocks - primary 1,300 1,061 875 970 ...
1:00 958.10 943.87 955.90 955.70 955.95 Landstar System 1.90 Total (000) - primary 311,663 230,036 186,142 178,305 ...
15500 Total (000) 1,723,413 1,311,851 1,078,454 1,029,301 ...
1:30 959.36 945.88 955.65 955.12 955.72 Matson 2.20
2:00 960.85 947.88 954.01 953.72 956.95
2:30 956.89 947.45 949.68 953.55 956.68
Norfolk Southern 2.74 15000
3:00 956.77 948.90 949.21 953.23 957.90 Old Dominion Freight Line 7.69 OTHER MARKET INDEXES
3:30 954.13 950.97 949.43 954.31 957.85 Ryder System 1.14 14500 Daily 12/20 12/21 12/22 12/23 12/24
Close 950.07 952.08 950.10 956.38 955.77 Southwest Airlines 2.21 NYSE Amer Comp 3285.15 3394.20 3410.86 3443.04 …
High (t) 966.87 954.09 962.05 958.67 962.15 AmMajorMkt 3012.99 3067.87 3090.13 3106.33 …
Low (t) 946.73 933.04 944.04 946.46 953.27 Union Pacific 2.95 14000 BNY ADR Idx 154.08 157.56 158.68 159.29 …
High (a) 963.36 953.44 960.73 957.21 960.48 United Airlines 4.09 Europe 140.85 143.37 144.81 145.55 …
Low (a) 948.17 934.81 945.34 947.46 954.99 United Parcel Service B 5.60 Latin Am 173.34 175.17 177.14 177.45 …
Change –12.80 +2.01 –1.98 +6.28 –.61 13500 Asia 198.92 205.05 205.56 206.02 …
Theoretical (t): High 962.15 Low 933.04 Emerg M 323.62 334.55 336.57 336.08 …
UTILITIES DJ US TSM Float 46594.03 47527.23 47987.53 48302.65 …
Actual (a): High 960.73 Low 934.81
975 Nasdaq Cmp 14980.94 15341.09 15521.89 15653.37 …
AES -0.54 100 Index 15627.64 15986.28 16180.14 16308.21 …
Dow Jones 65 Composite (divisor: 0.77270358779047)
American Elec Power -0.02 Indus. 10737.99 11015.81 11186.36 11318.99 …
Open (t) 12013.26 11752.16 11850.80 11936.98 12038.28 Insur. 10906.01 11167.18 11231.39 11298.27 …
Open (a) 12026.20 11830.66 11805.34 11932.62 12017.21 American Water Works -1.03 Banks 4695.63 4827.45 4862.65 4896.51 …
10:00 11927.99 11713.82 11858.88 11919.42 12087.37 Atmos Energy 3.90 950 Computer 11627.81 11925.75 12071.71 12147.66 …
10:30 11921.36 11665.08 11853.24 11952.91 12097.91 Telecom 484.07 489.81 490.67 496.22 …
Consolidated Edison -0.05 NYSE Comp.-z 16442.31 16744.27 16874.89 16963.44 …
11:00 11998.37 11666.20 11866.73 11994.93 12094.60
11:30 12006.58 11671.08 11872.96 11987.79 12090.11 Dominion Energy 0.71 Financial-z 9744.41 9946.55 10031.56 10084.52 …
12:00 11930.44 11689.99 11919.40 11986.10 12097.37 Duke Energy -0.07 925 Health Care-z 23540.38 23657.44 23958.16 24042.58 …
Energy-z 8761.54 9014.07 9078.79 9102.54 …
12:30 11926.64 11696.10 11938.23 11989.48 12090.57 Edison Intl 0.97 Russell 1000 2535.29 2584.38 2609.67 2626.19 …
1:00 11930.69 11669.71 11952.21 11993.32 12089.77 2000 2139.88 2202.95 2221.90 2241.58 …
1:30 11947.09 11691.98 11940.19 11995.89 12094.06
Exelon 0.97 3000 2670.69 2724.05 2750.51 2768.36 …
2:00 11973.68 11714.92 11938.77 11982.94 12104.83 FirstEnergy 0.45 900 Value-v 1590.70 1614.45 1624.98 1633.40 …
Growth-v 2939.51 3008.06 3046.20 3068.59 …
2:30 11943.85 11723.85 11924.87 11968.45 12109.75 NextEra Energy -0.24 MidCap 3156.23 3235.16 3259.43 3280.96 …
3:00 11946.88 11709.98 11921.43 11974.64 12109.06
Public Service Enterprise 0.49 S&P 100 Index 2111.70 2145.98 2169.99 2183.22 …
3:30 11937.70 11737.54 11933.33 11980.92 12106.69
Close 11886.94 11753.69 11940.36 12001.90 12087.12 Sempra 2.54 875 500 4568.02 4649.23 4696.56 4725.79 …
Ind. 6405.98 6523.86 6597.02 6641.12 …
High (t) 12109.38 11844.26 12015.34 12056.71 12162.79 Southern -0.30 MidCap 2680.89 2750.67 2776.56 2795.82 …
Low (t) 11793.55 11586.71 11766.75 11860.96 11997.94 SmallCap 1324.88 1363.85 1378.93 1387.37 …
Xcel Energy -0.39 Value Line(A) 9413.82 9669.22 9743.38 9816.56 …
High (a) 12026.20 11830.66 11956.05 12007.26 12123.45
Low (a) 11871.91 11649.64 11805.34 11916.07 12017.21
850 Value Line(G) 638.22 655.36 660.30 665.20 …
Jun Jul Aug Sep Oct Nov Dec DJ US Small TSM 14489.78 14929.20 15058.04 15187.98 …
Change –162.44 –133.25 +186.67 +61.54 +85.22
(A)-Arithmetic Index. (G)-Geometric Index.
Theoretical (t): High 12162.79 Low 11586.71 Note: Theoretical highs and lows are shown. (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec.
Actual (a): High 12123.45 Low 11649.64 31,2002=5000.
60 BARRON’S December 27, 2021

Market Laboratory
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 AGBAAcqnRt E.MergeTechWt JustEatTakeaway Roman DBDR A CadizPfdA GlbX EM Internet Novan TMCtheMtlsWt BRT Apartments Ferguson MurphyUSA UnitedHealth
New Highs 132 7 170 AgileTherap EbangIntl KairosAcqnWt Root Caesarstone GlbXAgTech Nuvasive TOP Ships BabcockWilcoxNts FirstRepubBkPfdN NationalFuelGas VectorGroup
AgileThought Ecoark KaivalBrands RoseHillAcqn CalAmp GlbXBlockchain&Bit Nuwellis TreaceMed BankofAmPfdQQ FirstEnergy NationalGrid VermilionEnergy
New Lows 334 37 666 BkNovaScotia Fortis NatlStorage Verso
AGM EcoWavePower KalaPharm RoseHillAcqn CannaGlblAcqn GlbXChinaInnov NY Mortgage TreviTherap
NYSE AMER AGNC Invt
Agora
EdtechX II Wt
ElcLastMile
KaleidoBiosci
Kaltura
RossStores
RxSight
CanopyGrowth
Cantaloupe
GlbXCnBiotech
GlbXFinTech
Oatly
OceanBioChem
TribeCapGrwI Wt
Trip.com
BatteryFutureAcqUn
BeardEnerTran
GabelliConv
Genpact
NiSource
Nutrien
VerticalAerospace
VoceraComm
NEW HIGHS AileronTherap ElectrameccanicaWt KandiTech SabraHealthcare CardiovascularSys GlbXHydrogen OceanFirstPfdA Triterras BlackstoneSecLend GSK NuvMA QualMuni VoyaGlbAdvantage
BluerockResREIT EvansBancorp SachemNts2026 TrioTech Akerna ElectraVehicles Kaspien SagaliamAcqn Carecloud GlbXSocialMedia OceanPal TroikaMediaWt BluegreenVac GoGreenInvtsA OcwenFinancial VoyaGlbEquityDiv
CondorHospitality NE Realty Servotronics AkernaWt electroCore KimballIntl B SalariusPharm CaribouBio GlbXSolar OLB Group TrueCar BlueLinx GrafAcqnIV PSBusinessParks YumBrands
NEW LOWS AlbertonAcqnWt Eltek KiromicBiopharma SanaBiotech CarLotzWt GlbXWindEnergy Ollie'sBargain TRxADEHEALTH BridgeInvt GranitePointPfdA PegasusDigA Zoetis
AberdnEMEquity BiomX DunxinFinl ITTechPkg AldeyraTherap Energous KLX Energy SchultzeSpecIIWt CarParts.com GlobalIndemnity OncologyInstWt TScanTherap NEW LOWS
AgEagleAerial BiomXWt EMX Royalty IndiaGlblCap Alfi EnjoyTechWt KVH Inds ScionTechI Wt CastorMaritime GlobalIntPpl OncolyticsBio TuataraCapWt ACCO Brands DanimerScientific LightningWt PyrophyteAcqn
AgeX Therap cbdMD EllsworthPfdA IntegraResources AlignmentHlthcr EnsysceBioWt LandseaHomesWt ScionTechII Wt CatalystBiosci GloryStarNewMedia OncoSecMedical TurmericAcqnWt AMTD Intl DaqoNewEnergy LionElectricWt PyrophyteAcqnWt
AirIndustries cbdMD PfdA EmersonRadio IsoRay Allakos EntradaTherap LanternPharma SciPlay CBAK Energy GloryStrNewMediaWt OneSpan TymeTechs APAcqnUn DiDiGlobal LongviewII A QuakerHoughton
AirspanNetworks ChinaPharma Espey PlanetGreen AllarityTherap EosEnergy Largo SeaportGlbAcqnIIWt CECO Env GoHealth Opera TyraBiosciences ATIPhysTherapyWt DigitalMediaWt LufaxHolding QwestNts2057
Ampco-PittsWt CloughGlbEqFd FreshVineWine PolymetMining AlloVir EosEnergyWt LarkspurHealth SeaSpine Celularity GreenbrookTMS OpGen UcommuneIntlWt AdtalemGlbEduc dMYTechGrpVIWt MDH Acqn Wt RayonierAdvMatls
AultDisruptiveTech CloughGlblOpp FuryGoldMines SachemNts2026 AltEnergyA EQONEX LavaMedtech Sema4 CelularityWt GreenPowerMotor OPYAcqnI Udemy AdvMergerPtrsWt DoubleLineIncm MFS Intermd Redwire
BK Tech Cohen GoldResource WidePoint AltEnergyWt EQRx LAVAMedtechAcqnWt SenesTech Cemtrex GrowGeneration OPYAcqnIWt UnivLogistics AfterNextHealth Doubleline Oppor MinisoGroup Regis
BancroftFund CPI Aero IMPAC Mortgage Winc AlterityTherap EQRxWt LavaTherap SeniorConnectI Wt Centogene GSI Tech OtonomoTechWt UroGenPharma Alexanders DoubleLineYdOpps MOGU RiverFlexMunII
BetterChoice AltraIndlMotion Equillium LawsonProducts SenmiaoTech CFAcqnCorp.VII GuardforceAI OzonHoldings US Ecology AlteraIPfdB Ducommun MSA Safety RocketCos.
AlxOncology ErytechPharma Lensar SeqLL ChampionsOncology GuruFavoriteStocks P3HealthPartners US Ecology Wt AltimarAcqnII DynexCapital Mytheresa RockleyPhotonics
NASDAQ AmericanWoodmark Escalade LexinFintech SeqLL Wt ChemomabTherap HailiangEduc PacificoAcqn US GlobalInv AltimeterGrw2
AmFinDeb2059
EastmanKodak ManchesterUnited
EtnVncMuni2028 Markforged
RoyceGlbValueTr
SIGNASportsUnited
Amerisafe EsportsEnt LibertyTripAdvB SeraPrognostics ChinaAutoSys HappinessDevt PainReform USWellServicesA
NEW HIGHS Annexon EucratesBioWt LionheartIII ServiceProperties ChinaJoJoDrug HealthcrTriangle PalisadeBio UTime AnnalyCap ElancoAnimal MarkforgedWt SIGNASportsUtdWt
8iAcqn2 EncoreCapital Impinj ProjectEnerReimag AnPacBioMed EvofemBiosci LiquidMedia ServiceSource ChinaLiberalEduc Heartbeam Park-Ohio UTStarcom ApeironCapital ElancoAnimalUn MauiLand SoarTechAcqnWt
8iAcqn2 EnterpriseBncp InceptionGrowth RealBrokerage AppHarvest Evogene LiveOne SharecareWt ChinaRecycling HeartlandPfdB PasitheaTherap Vaccinex Aptargroup EllingtonResiMtg Medtronic SOS
AchariVenturesI EntFinlSvsPfdA IntegralAcqn1Wt RetailOppor AppHarvestWt EvolvTech LMP Auto SharpLink CHP MergerWt Helbiz PathfinderA ValkyrieBalSht Archrock EmeraldHldg MercuryGeneral SQZ Biotech
ADP EnvlImpactWt InterParfums RevelstoneCapAcqn AppliedGenetic ExelaTech LogicBioTherap SharpsCompliance ChromaDex HelbizWt PathfinderWt VanEckDigTrans Arcosa EmpireStateRealty MetalsAcqnWt STEnerTransitionI
AdTheorent EsgenAcqnA Intra-Cellular ROCEnergyAcqnUn ArdaghMetalPkg EnelAmericas MillerIndustries SandbridgeX2Wt
APxAcqnI Exicure LSI Inds ShiftTech CHS PfdB2 HelloGroup PatriotTransport VangdGlblxUS RE
AetheriumAcqn ExcelFinAcqn InvestcorpEurAcqnI RoivantSciences Argan EnelChile MirionTech SchweitzerMaud
ArborRaphaCapBioI EzFill LucidDiag ShotSpotter Cimpress HemisphereMedia Patterson VangdShortTermTrea
AffinityBncshs ExcelFinAcqnA InvscBS2022MuniBd RoivantSciencesWt ArisWater EnerpacTool MissionAdvWt SeritageGrowth
ArborRaphaCapBioI EzgoTech Lulu'sFashion SiebertFin Cingulate HeritageGlobal Payoneer VangdSTCpBd
AhrenAcqn ExlService InvscKBWPrEquREIT RoseHillAcqn ArlingtonAsset Enfusion MiXTelematics SimonPropWt
ArchCapitalPfdF Fanhua LuxHlthTechAcqnWt Sientra CipherMining HEXO PCTEL VangdTotIntlBd
AllarityTherap ExtremeNetworks iShESGMSCIUSAMin RoseHillAcqn ArmourRes EquityDistrWt ModineMfg SimonPropPfdJ
ArgoBlockchain FatProjectsAcqnWt LyellImmuno SierraLakeWt ClarusTherap Histogen Pegasystems VangdTotWorldBd
AMCIAcqnII FFBW JowellGlobal RothCHAcqnIV ArmstrongFlooring ErosSTX MS EM DomDebt SoloBrands
ArgusCapitalWt FedNat MarblegateAcqn SilkRoadMed ClarusTherapWt HookerFurnishings Peloton VelocityAcqnWt
AmphastarPharm FinnovateAcqnWt KademSustA SagaliamAcqn AscendantDigIII ExecutiveNtwkWt MotiveCapII Sonendo
AriszAcqnA Femasys MarkerTherap SingularGenomics CleanTechRt Hookipa PepperLimeA VentyxBiosciences
ArborRaphaCapBioI
FinStrategies KairousAcqnUn SarcosTechRobotWt AthenaTech Expro MyersIndustries SonocoProducts
ArrowInvDWATact FinchTherap MarketWise SiNtxTech ClearSignTech HourLoop PerceptionCapIIWt Vericity
ArborRaphaCapBioI
FirstNWBncp KezarLifeSci Scholastic AthenaTechA FangHoldings NIO SouthwestAir
ARYASciencesV FinnovateAcqn MatrixService SkyWaterTech CleverLeaves HTG Molecular PerpetuaRscs VersusSystems
ArborRaphaI FirstSeacoastBncp KinsaleCapital SeaChange ATRenew FinanceofAm NatlPrestoInds SpireGlobal
AstreaAcqnWt FinnovateAcqnWt MedAvail SkyWest CleverLeavesWt Humacyte PhoenixBiotechWt ViacomCBS A
AtlanticusNts26 FNCB Bancorp LarkspurHealth SeaportCalibre AusterlitzI A First HS Educ Natura&Co SpireGlobalWt
AthlonAcqnWt FinServ II Wt MediciNova SmartShareGlbl CN Energy Humanigen PintecTech ViacomCBS B
Autohome FirstRepBkPfdH Nautilus Steelcase
B RileyFin FocusImpactAcqnWt LavaMedtech SensusHealthcare
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

AuraBiosciences FinTechAcqnV MedTechAcqnWt SnowLakeResources CNS Pharm Hyperfine PlaystudiosWt ViacomCBS Pfd
AvantiAcqnWt FT AberGlbOpp Neenah StoneHarborEMInc
Biofrontera ForbionEuro LAVAMedtechAcqnWt SiliconMotion AuroraMobile FinTechAcqnV A MeiwuTechnology SocTelemedWt CodereOnlineLuxem Ideanomics PluristemTherap ViewWt Bark FT AberEmgOpp NerdyA StoneHarborEMTot
BiofronteraWt ForwardAir LegatoMergerIIUn SMART Global AvalonGloboCare FinTechAcqnVWt MesaAir SolGelTech CognitionTherap iMediaBrandsNts PlusTherap VisionMarineTech BoaAcqnWt FlotekIndustries NewGermanyFd Stoneridge
Bottomline FT NasdTechDiv Morningstar Smith-Midland AvenueTherap FirstAdvantage Metacrine SolidPower CognyteSoftware ImmixBiopharma PolyPid ViveveMedical BWX Tech Flowserve NewYorkCityReit SuburbanPropane
BRileyFinlNt2026FT SC US Equity NewProvidenceAcqnII SS&C Tech AveoPharma FirsthandTechVal MetroMileWt SolunaPfdA Cohbar IMV PopCulture VMG Consumer BabcockWilcoxNts FrankBSPRealty NexPtDivRlEstPfdA SunlightFinWt
Broadcom FTACEmeraldAcqn NexGel StateAutoFin AvidXchange FirstWatchRest Microvast SonimTech ColumbiaBanking Infr&EnerAltern PopulationHlthWt voxeljet BancoBradescoPf FreedomI Wt NineEnergy TCW Spac Wt
BroadcomPfdA FTIntlDevCapStr NexGelWt StoneCastleFin AvitaTherap FiveStarSrLiving MicrovastWt Sono CommsSystems InnovAge PowerbridgeTech VOXX Intl BancoBradesco G&P Acqn Wt NordicAmTankers TPGPaceBenA
CaliforniaBncp FutureHealthWt NicoletBankshares SuRoCap6%Nts2026 Ayro FlexShCredScoreUS MillicomIntl SoYoungIntl CommVehicle InsuAcqnIII Wt PowerFleet VyantBio BancodeChile GoAcqnWt NorthernStrII Wt TPGPaceBenWt
CapitalaFinNts22GardinerHlthcr NorthViewAcqn Synopsys Backblaze Flexsteel MindMed SportsmansWrhs ComSovereignPfdA IntegralAcqn1Wt PreformedLine WahFuEducation BancSanBrasil GSquaredI Wt NuHoldings TaroPharm
CDW GenentaScience OceanTechI A TandemDiabetes BallardPower Fluidigm Minim Staffing360 ComSovereignWt InvscActMgdETC PresidioPropPfdD WaveLifeSci BcoSantChile GabelliEqPfdJ O-I Glass Team
Cerner GenerationZETF OFSCreditPfdC TargetGlobal I BannerAcqnWt FluxPower MiromatrixMed Stericycle ContextTherap InvscBldrSEM50ADR PriceSmart WerewolfTherap BeardEnerTran GabelliEqPfdH OilStatesIntl TempltnDrgn
CFAcqnCorp.VII GladstoneComm ON Semi Teradyne BaoshengMedia FocusImpactAcqnWt MMTec StrongholdDig ContraFect InvscBS2022USDEM PrincplMillennials WheelerREITPfdB BerensonAcqnIWt GabelliGlSMidPfdA OmegaHealthcare TemplMktFd
ChicagoAtlRealEst
GladstoneLand OnyxAcqnIA TGVentureAcqn
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

BeamGlobal Fonar MobiquityTechs SummitTherap CorbusPharm InvscBS2023USDEM ProceptBio WheelerREITPfdD BerensonAcqnI GabelliUtilPfdC OmnichannelWt TemplIncoFd
CIM CmclPfdL GlblTechAcqnIWt OpiantPharm ThriveAcqn BeamGlobalWt ForumMergerIV Wt ModelPerformWt SummitWireless CovaAcqnWt InvscBS2024USDEM ProjectEnerReimag Willdan BestBuy GaotuTechedu OnionGlobal TevaPharm
CiscoSystems GlbXConsciousCos OPYAcqnIWt TKBCriticalTech1Wt BerkshireGrey ForwardIndustries Mogo SunPower CrackerBarrel InvscBull2022CpBd PropTechInvII Wt WisdTrChinaxSOE BigLots Graham OppFi ThorIndustries
CleanTechAcqn GlenBurnieBncp OxbridgeRe Tradeweb BerkshireGreyWt FosterLB MomentusWt SunRun CreatdWt InvscBull2023CpBd ProspectorCapWt WISeKey BigBear.ai GreenDot OppFiWt Timken
CleanTechRt GlobalinkInvt OxbridgeReWt Tricida BetterTherap FrontierAcqn MonoparTherap SuperCom CresceraCapAcqnUn InvscBull2024CpBd Proterra Woodward BlackMountainWt GpoAvalAcc OrchidIslandCap Torrid
Clearfield GoldenbridgeAcqn PaloAltoNtwks ValueLine BigCommerce FrontierAcqnWt MontereyBioAcqnWt SuperiorGroup Crexendo InvscESGNasdNxt ProvidentAcqnWt WorksportWt BlkRkIncmTr GuggStratOpps OrionGroup TortoiseEcoIII Wt
CloverLeafCapRt GoresVIII A ParsecCapA VarexImaging BigSkyGrowth FS Devt II MotorsportGames SuperLeagueGam CrixusBH3AcqnWt InvscGoldenDragon Pulmatrix WorldwideWebbWt BlkRkSci&Tech HDFC Bank OscarHealth TrebiaAcqn
CoastalFinl Harmonic PartnerComms VeriSign BilanderAcqnWt FSDPharma MountainCrestAcqnV SutroBioph Cuentas iPower Pulmonx Xos BlackSkyTech H.I.G.AcqnWt OsirisAcqn Tredegar
CognizantTech HarrowHlthNts26 Paychex VisionSensingAcqn Bilibili FT BICK MountainIAcqn TalkspaceWt CuentasWt iSh0-5YInvGrdCpBd PureCycleTech XpacAcqn BlackSkyTechWt HPX Wt Ouster TrineIIAcqn
CrixusBH3 HashiCorp PearlHoldingsAcqn WahedFTSEUSAShar Bio-key FT DJ IntlInt MuscleMaker Tantech CuriosityStream iSh1-5YIGCorpBd PyxisTankersWt XTL Biopharm Block HancockIncmSecs OusterWt Tupperware
Cytokinetics HostessBrands PerceptionCapIIWt WaveDancer BioAtla FT EM SC Alpha Mynaric Taoping CuriosityStrmWt iSh13YearIntlTBd QilianIntl YunhongCTI Boeing Hanger Owlet TurkcellIletism
CyxteraTech HourLoop Photronics WaysideTech Biodesix FT SSI Strat NantHealth TarenaIntl Cvent iShAsia50ETF QIWI Yunji BoqiiHolding HartfordFinDeb42 OwletWt TutorPerini
DilaCapitalWt HuttigBuilding PortageFintech WorldAcceptance Biofrontera FTACEmeraldAcqn NatlEnerSvs TargetGlobal I Cyngn iShCore1-5YUSDBd QualigenTherap Zenvia BrandywnGlbIncm HawksAcqn PCM Fund TwoHarbors
DLH Holdings Hyperfine PRA Group WorldwideWebbA BiomeaFusion FTIntlEquOpps NatlSecurity TastemakerWt CytomXTherap iShESG1-5YCpBd Quantum ZivoBiosci BrightScholarEduc HawksAcqnWt PimcoDynIncm US BancorpPfdF
Dogness Icon PrinUSMega WorldwideWebbWt BiondVaxPharm FusionFuelGreen Neovasc TD Holdings Cytosorbents iShESGAwareEM Quhuo ZK Intl BrightView HippoWt PIMCO StratIncmFd US Xpress
NEW LOWS Bionomics FusionFuelGreenWt Nephros TekkorpDigitalWt D-MarketElec iShESGEMLdrs Qumu Zovio BroadmarkRealty HireRight PNM Resources UWM Wt
1-800-FLOWERS DayOneBiopharm iShGlbCleanEnergy QuoinPharm bleuacaciaUn FutureHealthWt NeptuneWellness TempestTherap BroadmarkRltyWt HoraceMannEdu PackagingCpAm VTEX
23andMe DBV Tech iShMSCI EM Asia QurateRetailA BlockchainCoinI GalmedPharm NeuroSense TenaxTherap NYSE BrookfieldBRP Nts HuntCosAcqnI PagSeguroDig VenatorMaterials
4Dpharma DecibelTherap iShMSCIACxJpn QurateRetailB bluebirdbio Gaming&HospWt NeuroSenseWt TernsPharm BrookfieldNts2081 IHS Holding ParTechnology VerticalAerospace
51job DermataTherap iShMSCIChina Qutoutiao BlueCity GardinerHlthcr NewcourtAcqnA TFS Fin NEW HIGHS Cango IndependenceContr ParabellumAcqn Vipshop
7Acqn DermataTherapWt iShMSCIGlbImpact RechargeAcqnWt BlueOceanAcqn GCM Grosvenor NewcourtAcqnWt TheseusPharm AECOM BuildersFirst GuggActAlloc PerkinElmer CascadeAcqnWt IndlHumanCapWt Paragon28 VirtusAllAI&Tech
8iAcqn2 DiamondHeadWt iShMSCITurkeyETF Redbox BlueWhaleAcqnIWt GenerationIncm NewellBrands ThorneHealthtech APAcqnUn CF Industries Hilton Pfizer CatchaInvtWt InFinTAcqnUn ParamountGroup VirtusGlbMulti
Absci DiceTherap iShUSDBdFactor RedHillBio BonNaturalLife GenerationZETF NexGel Thoughtworks ARC Document CTO Realty HuanengPower PlymouthIndREIT CherryHillMtg Innovid ParkAerospace Vontier
AceGlblBusWt DilaCapitalWt IsoPlexis Renalytix Broadwind GeneticTechs NexGelWt ThredUp AbbottLabs CarriageSvcs HudsonPacificPfdC PrefApartment ChinaFund InsightAcqnA PartyCity VornadoRealtyPfdO
AchariVenturesI DiscoveryB Itron RenewableEnergy BrooklineCapWt Genetron NextGenAcqnII ThriveAcqnA AbbVie Centene IQVIA PublicStorage ChinaOnlineEduc IntegratedRail PebblebrookPfdH VoyaAsiaPacHiDiv
Adagene Diversey IXAcqnWt RenovoRx BT Brands GeniusBrands NextGenII A Tilray AcropolisInfr ChesapeakeUtil IconicSports PureStorage ChinaYuchai InterContinentl PA Reit WarburgPinI-A Wt
ADDvantage DiversifiedHlthcr JanusSCGrwAlpha ResearchFrontiers BullpenParlayAcqUn GenoceaBiosci NiSunIntlEntDevt TishSpeyInnII Alcoa ChoiceHotels IconicSportsA PutnmMunOpp Cian IntlPaper PA Reit Pfd D Weber
Aditxt DivrsHlthcrNts46 Jiayin RevolutionWt BurgerFiIntl GeospaceTech NiuTech TitanPharm AlexandriaRlEst Ciena IndlHumanCap PyrophyteAcqn CircorIntl InvescoMtg PA Reit Pfd B WescoPfdA
AdTheorent DoubleDown JohnsonOutdoors RiceBranTech BurgerFiIntlWt GetnetAdquirencia nLIGHT TizianaLife AltimarAcqnII CityOfficeREIT Infosys RexfordIndlRealty CitigroupPfdJ IronNet PennyMacMtg WstAstDivIncmFd
AeriePharm DPCapAcqnI JourneyMed RISE Education BuzzFeed GigaMedia NN TKBCriticalTech1Wt AmericaMovil A C&S QuIncmRlty InvitatHomes RiverNorthPfdB ClearwaterAnalytic IronNetWt PhoenixNewMedia WstAstEmergDebt
AestherHlthcrA Draganfly JupiterAcqn Rivian BuzzFeedWt GlblTechAcqnI NorthViewAcqn TKBCritTech1 AmericaMovil ConstBrands A IronMountain Rogers CohnRobbinsWt ItauCorpBanca PIMCO HiIncm WstAstHIF II
AetheriumAcqn DuneAcqnWt JupiterWellness RMGAcqnIIIWt CactusAcqn1 GlblTechAcqnIWt NovaLifestyle TMCthemetals AmCampus CubeSmart Jabil SoarTechAcqnA ColombierAcqnWt JattAcqnWt PlanetLabs WstAstHYDefOpp
AmEqtyLf Cushman&Wkfd JacksonFinl Samsara ComputeHlthWt JELD-WEN PostHldgsPartneringWt WesternAssetMort
AmHomes4Rent DTE EnergyDebE JuniperNetworks SchwabC ConcordAcqnIII JacksonAcqn PowerSchool WolverineWwide
CONFERENCE CALL CALENDAR AmerStWater Diageo LearnCWInvtA ServiceCorp ConcordMed JapanSmlCap PrimeImpactIWt XL Fleet
AmerisourceBrgn EtnVncBuyWrite LifeStorage ServisFirst Cooper-Standard JuniperII PrudentialSkis XinyuanRealEst
Earnings - Related Anthem EdwardsLife M3-BrigadeIII A SimpsonMfg Coursera Kemper PrudentialPfd YirenDigital
ArborRltyPfdF Endeavor Marcus&Millichap SpreeAcqnCorp.1Un CreditSuisse KoreaFund PublicStoragePfE YumChina
Company Date Time Earnings-Related Period AristaNetworks ErmenegildoZegna McDonalds SteelPartners CrescentEnergy LAIX PublicStoragePfQ ZeviaPBC
None ArrowElec EssentialUtil McKesson Steris CrucibleAcqnWt Leggett&Platt PutnmMstIntm ZhangmenEducation
Source: CCBN, www.ccbn.com AssocCapital EssentialUtilUn MedicalProp Switch Culp Leidos PutnamPremierIT Zhihu
AthenaTech ExtraSpaceSt MettlerToledo TaiwanFund Cummins LejuHoldings Puxin ZimmerBiomet
AthenaTechII FactSet MolinaHealthcare TrajectoryAlpha DHT Lightng eMotors
December 27, 2021 BARRON’S 61

Market Laboratory
Top 5 Insider Purchases by Company in 2021 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.
Golub Capital Bdc .......................................... GBDC 33 549,532 8,394,547 $ 15.28 NYSE NYSE
York Water ...................................................... YORW 31 1,924 83,331 $ 43.31
Monday Worthington Industries .28 Eversource Energy .603 Tuesday Grup Aval Accions ADR .021 Friday
Five Star Bancorp ........................................... FSBC 20 208,249 4,191,724 $ 20.13 (December 27)
Wyndham Hotels & Resr.32 Fedl Ag Mtge Corp Cl A .88
(December 28)
Humana Inc .70
(December 31)
Design Therapeutics ...................................... DSGN 19 971,650 28,120,308 $ 28.94 Build-A-Bear Workshop1.25 Thursday Fedl Ag Mtge Corp Cl C .88
Fidelity Ntl Financial .44
Cdn Impril Bnk Of Com1.259
Illinois Tool Works 1.22
Kennedy-Wilson Holding .24
Air Products & Chmcls 1.50
Joann .............................................................. JOAN 19 305,100 3,600,070 $ 11.80 Ellington Financial .15 (December 30)
Garmin .67
Cdn Impril Bnk Of Com1.253
Kirkland Lake Gold .188
Cardinal Health .491
FedEx
Fidelity National
.75
.39
Allegion .36
American Financial Grp 2.00
GATX .50 Wednesday Ladder Capital Cl A .20
ConocoPhillips
Encompass Health
.20
.28
Top 5 Insider Sales by Company in 2021 Global Industrial 1.00 American Intl Group .32
GrafTech International .01
Gray Television .08
(December 29)
AXIS Capital Holdings .43
Lennox International
McCormick & Co
.92
.37
Glatfelter .14
J Bean Tech .10 BrightSphere Invt Group .01 Ingredion .65
Number of Number of Avg. Knight-Swift Transport .10 Canadian Natl Railway .499
Gray Television Cl A .08 BanColombia ADR .066 McCormick Vtg .37
loanDepot .08
Company Symbol Insiders Shares $ Value Price Lockheed Martin 2.80 Civitas Resources .463
Horace Mann Educators .31 Benchmark Electronics .165 National Fuel Gas .455
Republic Services .46
Huntsman .188 Danaher .21 Nomad Royalty .04
Salesforce.Com ............................................. CRM 67 1,960,851 517,753,897 $ 264.05 Tapestry .25 Devon Energy .11 State Street .57
Installed Bldg Products .30 Ellington Financial .15 Nucor .50
Williams Cos .41 Devon Energy .73 Wolverine World Wide .10
Datadog .......................................................... DDOG 65 9,590,076 1,119,651,760 $ 116.75 Intercontinental Exchnge .33 Flowserve .20 Nutrien .46
Doordash ........................................................ DASH 56 3,147,278 527,594,321 $ 167.64
World Wrestling .12
ZIM Integrated Shippng 2.50
Dominos Pizza
EOG Resources
.94
2.00
M & T Bank 1.20 Thor Industries .43 OFG Bancorp .12 Saturday
Martin Marietta .61 Osisko Gold Royalties .044
Snowflake ....................................................... SNOW 55 2,984,477 802,137,798 $ 268.77 Tuesday Fortive .07
Maxar Technologies .01
Thursday Pembina Pipeline .164
(January 1)
NONE
Global Payments .25 (December 30)
Palantir Technologies .................................... PLTR 53 40,643,646 969,356,864 $ 23.85 (December 28)
Goldman Sachs 2.00
Oppenheimer Holdng A 1.00
B & G Foods .475
PermRock Royalty Trust .07
Sunday
Brown-Forman Cl A .189 Outfront Media .10 Pioneer Natural Resurcs .62
Hanover Insurance Grp .75 Canadian Pacific Railwy .154 (January 2)
STOCK SPLITS/DIVIDENDS Brown-Forman Cl B .189
GAMCO Investors Cl A .04
Hess Corp .25
Ovintiv
Owens & Minor
.14
.002
CI Financial .143
Regal Rexnord
REV Group
.33
.05
NONE
Hillenbrand .218
Record Ex-Dividend Payment Independence Holding .22
ITT .22
Public Service Enterprise .51
Deere
Dillard's
1.05
.20
ServisFirst Bancshares .23 Monday
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Newmont .55
Leidos Holdings .36
Quanex Building Prodcts .08
Edison Intl .70
Stantec .131 (January 3)
Nike Cl B .305 RenaissanceRe Hldgs .36 Stryker Corp .695 Agilent Technologies .21
NONE ..................................................................................................... Mercury General .635 FMC .53
Service Corp Intl .23 TC Energy .691
Wednesday Shaw Communications B.08
Stewart Info Svcs .375
Franklin Resources .29
TC Energy .674
Bank Of Nova Scotia
Choice Hotels Intl
.784
.237
(December 29) Telephone & Data Sys .175 Granite Construction .13
Sun Life Financial .524 TFI International .27 Dollar General .42
SPECIAL DIVIDENDS American Eagle Outfittrs .18 Travel + Leisure .35
Trane Technologies .59
GreenTree Hospitlty ADR .53
Tricon Residential .058 ESCO Technologies .08
Big Lots .30 Union Pacific 1.18
Record Ex-Dividend Payment Travelers Cos .88 US Bancorp .46 Park Aerospace .10
Brown-Forman Cl A 1.00 Vistra .15
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Western Union .235 Yamana Gold .03 Quanta Services .07
Brown-Forman Cl B
Buckle
1.00
.35
Friday Westpac Banking ADR .422 Raymond James .34
Equity Bancshares Cl A-EQBK (Nasdaq)............................................ 0.08 12-31 12-30 1-14 Buckle 5.65
(December 31) Saturday
GreenTree Hospitality ADR-GHG (NYSE).......................................... 0.53 12-31 12-30 1-18 Ameren Corp .55
Camping World Cl A .50 (January 1)
TIM ADR-TIMB (NYSE)........................................................................... 0.20 12-27 12-23 2-01 Dick's Sporting Goods .438
Ares Management
Bank of America
.47
.21
Comerica .68 NASDAQ
Eneti .01 Greif A .46
TIM ADR-TIMB (NYSE)........................................................................... 0.15 12-27 12-23 2-01 HCA Healthcare .48
Becton Dickinson .87
Greif B .68 Tuesday Dentsply Sirona .11 Andersons .18
Brookfield Asset Mgmt .13 Ensign Group .055 CBTX .13
Lear Corp .77 MDU Resources Group .218 (December 28)
Brookfield Infrastructure .51 Equity Bancshares Cl A .08 Consolidated Water .085
DIVIDEND PAYMENT REDUCTIONS Progressive Corp 1.50
Brookfield Infrastructure .51
Textron .02 CVB Financial .18
Fifth Third Bancorp .30 CyrusOne .52
Adjusted % Record Ex-Div Payment
SFL .18
Brookfield Reinsurance .13
Tredegar .12 Wednesday First Bancorp NC .20 Hingham Institution Savs.75
South Jersey Indus .31 UGI .345 First Internet Bancorp .06 Hingham Institution Savs.55
Brookfield Renewable .304 (December 29)
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Telefonica ADR .167 Sunday INDUS Realty Trust .16 FirstService .183 Hurco Cos .14
Douglas Dynamics .285
Verso Cl A .10
Permianville Royalty Tr-PVL (NYSE) .................. 6.7 M .025 .0335 -25.4 % 12-31 12-30 1-14 Voya Financial .20
EnerSys .175 (January 2) National Research .12 Franchise Group .625 Micron Technology .10
Entravision Commun .025 NONE Towne Bank .20 Fulton Financial .14 Pegasystems .03
Investar Holding .08 Preformed Line Products.20
Thursday
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

DIVIDEND PAYMENT BOOSTS Level One Bancorp .06 Utd Security Bancshares .11
(December 30)
Adjusted % Record Ex-Div Payment NASDAQ AFC Gamma .50
Mondelez Intl Cl A .35 Washington Trust Bncrp .54
Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date Monolithic Power Systs .60 Werner Enterprises .12
Alico .50
Monday Thursday James River Group Hldg .30
Lancaster Colony .80 Amdocs .36
Primoris Services .06 Sat. & Sun
Albany Intl-AIN (NYSE) ............................................ 0.9 Q .21 .20 5.0 12-28 12-27 1-10 (December 27) (December 30) America First Multifamily .11
Steel Dynamics .26
(January 1 & 2)
Methanex .125 Trinity Capital .36
Andersons-ANDE (Nasdaq) ..................................... 1.9 Q .18 .175 2.9 1-03 12-31 1-21 Auburn National Bancorp.26 Altus Midstream 1.50
NorthWestern .62 America First Multifamily .08
Willis Towers Watson .80
NONE
Marten Transport .04 CDK Global .15 Ameris Bancorp .15
BK Technologies-BKTI (NYSE AMER ) ................... 5.4 Q .03 .02 50.0 1-10 1-07 1-24 Steven Madden .15 ESSA Bancorp .12
Power Integrations .15 Xerox Holdings .25
ATN International .17
Camden National-CAC (Nasdaq) ............................ 3.3 Q .40 .36 11.1 1-14 1-13 1-31 Victory Capital Cl A .17 Gilead Sciences .71
Ross Stores .285
BancFirst .36
York Water .195 Monday
Seacoast Banking of FL .13
City Office REIT-CIO (NYSE) ................................... 4.1 Q .20 .15 33.3 1-11 1-10 1-25 Tuesday Global Water Resourcs .025
Stock Yards Bancorp .28 BRP .102 Friday (January 3)
Hackett Group .10 Colliers International .15 (December 31) HarborOne Bancorp .05
Ensign Group-ENSG (Nasdaq) ................................ 0.3 Q .055 .0525 4.8 12-31 12-30 1-31 (December 28)
Mercer International .065
Summit Financial .18
Amkor Technology .05 TriCo Bancshares .25
Farmers & Merchants Bancp-FMAO (NCM ) ........ 2.4 Q .19 .18 5.6 12-28 12-27 1-20 CME Group Cl A .90
Newtek Business Srvcs 1.05
Unity Bancorp .10 NYSE American
Omega Flex .30
FMC-FMC (NYSE) ...................................................... 1.9 Q .53 .48 10.4 12-31 12-30 1-20
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Laureate Education .58 Verisk Analytics .29


Freeport-McMoRan-FCX (NYSE) ........................... 0.7 Q .15 .075 100.0 1-14 1-13 2-01 State Auto Financial .10
SpartanNash .20
Weyco Group .24 Tuesday Thursday Sat. & Sun.
T Rowe Price Group 1.08 (December 28) (December 30) (January 1 & 2)
Lamb Weston Holdings-LW (NYSE) ..................... 1.6 Q .245 .235 4.3 2-04 2-03 3-04 Wednesday Universal Display .20 Saturday NONE National Healthcare .55 NONE
Mosaic-MOS (NYSE)................................................. 1.2 Q .1125 .075 50.0 3-03 3-02 3-17
(December 29)
JOANN .10
Friday (January 1)
Automatic Data 1.04 Wednesday Friday Monday
(December 31) (December 31) (January 3)
Norwood Financial-NWFL (Nasdaq) ...................... 4.3 Q .28 .26 7.7 1-14 1-13 2-01 Mannatech .20
Broadcom 4.10
C & F Financial .40 (December 29)
Mannatech 1.50 Community Trust Bancrp.40 Northern Oil & Gas .08 NONE NONE
ServisFirst Bancshares-SFBS (NYSE).................. 0.9 Q .23 .20 15.0 1-01 12-30 1-07 Citizens Holding .24
PDC Energy .12 Hawthorn Bancshares .15
StoneCastle Financial-BANX (Nasdaq) ................. 6.8 Q .48 .38 26.3 12-29 12-28 1-05 PDC Energy .50
Enterprise Fincl Services .20
Northern Trust .70
First Guaranty Bcshs .16
Trinity Capital-TRIN (Nasdaq) ................................. 7.4 Q .36 .33 9.1 12-31 12-30 1-14 RCI Hospitality Holdings .04 Renasant .22
Utah Medical Products 2.00
Flushing Financial .21
Sunday TRADING SUSPENDED
Virtus Div Interest-NFJ (NYSE)............................... 6.2 Q .245 .225 8.9 3-14 3-11 3-25 Global Indemnity .25
Washington Trust Bancorp-WASH (Nasdaq)....... 3.8 Q .54 .52 3.8 1-03 12-31 1-07 Hooker Furnishings .20 (January 2)
Inter Parfums .25 NONE NYSE
NONE
NYSE American
NYSE American
MONTHLY DOW JONES INDUSTRIAL AVERAGE Monday Wednesday Friday
(December 27) (December 29) (December 31) NONE
NONE Gold Resource .01 Evolution Petroleum .075
Nasdaq
The following table lists the monthly average of the Price/Earnings Ratio and Dividend Yield as reported weekly in Tuesday Thursday Sat. & Sun.
Barron's Market Laboratory. The change is the difference between the recent month's close and the previous (December 28) (December 30) (January 1 & 2) Advaxis (ADXS)
NONE Amcon Distributing 5.00 NONE
month's close. The high/low range is based upon the closing average for each day during the month.
Year First Closing Closing Close Avg Last Avg. Avg. NAME CHANGES
Month Closing High Low Mean Close Chg. % Chg. P/E Yield
NEW LISTINGS NYSE
2021
Nov 35913.84 36432.22 34483.72 35848.57 34483.72 – 1335.84 – 3.73 22.26 1.73 NYSE Ermenegildo Zegna N.V. (ZGN), formerly Investindustrial
Oct 34326.46 35819.56 34002.92 35055.52 35819.56 + 1975.64 + 5.84 23.10 1.75 Acquisition (IIAC)
Sept 35312.53 35443.82 33843.92 34688.42 33843.92 – 1516.81 – 4.29 23.63 1.77 NONE
Aug 34838.16 35625.40 34792.67 35243.97 35360.73 + 425.26 + 1.22 23.85 1.72 NYSE American Fathom Digital Manufacturing (FATH), formerly Altimar
July 34633.53 35144.31 33962.04 34798.80 34935.47 + 432.96 + 1.25 27.09 1.73 Acquisition Corp. II (ATMR)
June 34575.31 34756.39 33290.08 34289.91 34502.51 – 26.94 – 0.08 29.06 1.76 NONE
Nasdaq
May 34113.23 34777.76 33587.66 34270.31 34529.45 + 654.60 + 1.93 29.50 1.74 Nasdaq
Apr 33153.21 34200.67 33153.21 33803.29 33874.85 + 893.30 + 2.71 32.19 1.76 ADS-TEC ENERGY (ADSE), formerly European Sustainable
Mar 31535.51 33171.37 30924.14 32373.29 32981.55 + 2049.18 + 6.62 34.54 1.83 Allarity Therapeutics (ALLR) Growth Acquisition (EUSG)
Feb 30211.91 31961.86 30211.91 31283.91 30932.37 + 949.75 + 3.17 33.10 1.89 AdTheorent (ADTH), formerly MCAP Acquisition (MACQ)
Jan
AppTech (APCX)
30223.89 31188.38 29982.62 30821.35 29982.62 – 623.86 – 2.04 31.03 1.92
2020 Cerberus Cyber Sentinel (CISO) EQRx (EQRX), formerly CM Life Sciences III (CMLT)
Dec 29823.92 30606.48 29823.92 30148.58 30606.48 + 967.84 + 3.27 29.57 1.96 Globallink Investments (GLLI) Hyperfine (HYPR), formerly HealthCor Catalio Acqs (HCAQ)
Nov 26925.05 30046.24 26925.05 29124.04 29638.64 + 3137.04 + 11.84 28.93 2.02
Oct 27816.90 28837.52 26501.60 28005.11 26501.60 – 1280.10 – 4.61 26.63 2.11 Peraso (PRSO), formerly MoSys (MOSY)
Maris-Tech (MTEK)
Sept 28645.66 29100.50 26763.13 27733.40 27781.70 – 648.35 – 2.28 26.00 2.11
Aug 26664.40 28653.87 26664.40 27821.37 28430.05 + 2001.73 + 7.57 26.97 2.20 SciSparc (SPRC) Padres Biosciences (PRDS), formerly FS Development Corp
July 25734.97 27005.84 25706.09 26385.83 26428.32 + 615.44 + 2.38 22.84 2.34 (FSII)
June 25475.02 27572.44 25015.55 26062.27 25812.88 + 429.77 + 1.69 21.69 2.47
62 BARRON’S December 27, 2021

O T H E R VO I C E S
I had been brainwashed into believing that
Americans—capitalist pigs—would sell their
brothers to supersize their Happy Meals.

Capitalism’s
has turned tribal. We outsource our
thinking to the mother ship of the
tribe. Other tribes become our neme-
sis, and we lose nuance. Tribalism

Imperfect
has started to impact our freedom
of speech. No, the government isn’t
going to send you to the gulag for your
political thoughts. We do it to our-

Promise
selves by canceling one another.
The more we self-censor, the less
free we become. As nuance is lost, we
lose pragmatism and resilience, and
we follow the paths of all empires.
They get too rich, overextended,

O
think they are better than others, and
n Dec. 4, 1991, By Vitaily then fail.
my family “got Katsenelson I see the same thing happening on
off the boat” the corporate level. As great compa-
from Russia—we nies triumph, they lose a healthy
landed at JFK, sense of paranoia and perspective.
our stop on the Their culture stiffens, and they start
way to Denver. I thinking that success is a God-given
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

was 18 years old. My father moved my right. Hubris creates an opening for
entire family to America for the shot the competition. IBM, GE, Xerox,
at a better life for his kids; he had little Kodak, Polaroid, the onetime hall-
inkling that the Soviet Union would marks of this country, are now sorry
collapse a few weeks later. I had shadows of themselves.
learned about the U.S. mostly from It pains me to see the younger gen-
American movies, which, with the eration romanticizing socialism, as a
exception of Westerns, were heavily person who lived under Soviet social-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

biased toward coasts and skyscrapers. ism and as an investor. When you tell
Denver was flat, sunny, and unusually them that every country that tried it
warm. People wore T-shirts in the failed, they answer that they’ll do it
middle of winter. better. Socialism fails not because
That was not the only surprise for of the quality of people involved—
us. nobody thinks that Russia or Venezu-
We were picked up at the airport by investment manager. As an occupa- When I eventually found work at ela would have succeeded if only they
a half-dozen strangers from my aunt’s tional hazard, I’ve spent time around a restaurant on the night shift, every- had better bureaucrats. Socialism sim-
synagogue. They drove us to our fully some very wealthy people, and I ha- thing I earned, down to the last penny, ply runs counter to our genetic pro-
furnished apartment. That was shock- ven’t observed any extra dose of hap- I gave to my parents. This money went gramming.
ing to me. I had been brainwashed piness in them. for food and rent. My stepmother, who The alignment of incentives is para-
into believing that Americans—capi- Money solves money problems. It was a doctor in Russia, was now mount to the success of any enter-
talist pigs—would sell their brothers doesn’t make people love you; your cleaning rooms in a hotel. prise. The incentives of government
to supersize their Happy Meals. These actions do. Money, just like education, Those were difficult years, but I bureaucrats are aligned not with the
cold-hearted capitalists had taken is supposed to buy you choices. It would not trade them for anything. success of the country but with keep-
their time and money to care for peo- should provide security. The first few They taught me to work harder than ing their jobs. Compare SpaceX to the
ple they had never met. years in the U.S., my parents worried anyone else. I don’t know if I was space program run by the U.S. govern-
In Soviet Russia, everyone (for the
most part) was equally poor. My fam-
“Capitalism how we were going to pay for grocer-
ies and rent. We don’t have that worry
driven by hunger for success, fear of
failure, or by seeing the contrast of
ment. Capitalism is far from perfect,
but it is the best system we’ve got.
ily, despite my father’s high salary (he is far from today—and that is liberating. what this country had to offer versus I am still optimistic about the U.S.
had a doctorate, which boosted his
perfect, After we arrived, I spent a few my life in the Soviet Union. Probably But we should not take our success for

Illustration by Alex Nabaum


pay), lived from paycheck to paycheck. months knocking on the doors of ev- all of the above. granted. Just like immigrants fresh off
Our understanding of money, espe- but it is the ery business within walking distance Yes, this country has kept its prom- the boat, we should be hungry. B
cially mine, was very limited—we of our apartment. I didn’t realize it ise. But as I reflect on spending the
never had any. best system at the time, but the country was in a bulk of my adult life here, I realize I Vitaliy Katsenelson is CEO of IMA, a value
Money and power often unmask we’ve got.” recession. Getting a job was very diffi- understand this country less today investment firm in Denver, and the author
a person. Sometimes you like what is cult. Every member of my family than I did 30 years ago. of the upcoming Soul in the Game: The Art
revealed; many times you don’t. I’m an Vitaliy Katsenelson needed to work. Over the past decade, the country of a Meaningful Life.
December 27, 2021 BARRON’S 63

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.

these measures rather than consumer the past five weeks in the Nasdaq each million Americans unvaccinated, this
staples with undifferentiated products, ended on a Friday with stocks having virus will be around just like the yearly
where consumers can downshift to more new lows than new highs com- flu-like virus. We will have to learn to
generic brands. These three companies pared with the previous Friday. live with it just like we do with the flu.
should also hold up well in a rising Is this a forerunner to a prediction Lawrence Reese
interest-rate environment where inter- given to Forsyth by Felix Zulauf, a for- On Barrons.com
est costs are inconsequential. mer longtime member of the Barron’s
Richard DeProspo Roundtable: the S&P 500 crashing to
On Barrons.com 3000 due to tighter dollar liquidity Kelly Ann Shaw’s Voice
(rate hikes, etc.) before soaring to 6000
when authorities move back to stimu- To the Editor:
Helpful Views late to stop the selling panic? In “China Is Racing Ahead to Lock in
Ron Minarik Asian Trade. Time to Worry,” Other
To the Editor: Mystic, Conn. Voices, Dec. 3), former Trump adminis-
Here is my annual analysis (“Here Are tration official Kelly Ann Shaw cor-
Barron’s 10 Top Stocks for the New To the Editor: rectly describes the woeful state of
Year,” Cover Story, Dec. 17). Our model I remember the runaway inflation of American standing in the Pacific vis-à-
portfolio, with $10,000 invested the 1970s-80s with rates of 15%. It took vis China. She correctly identifies our
equally on each recommended stock the Federal Reserve and Paul Volcker failure to join key Asia-Pacific trade
for a total of $100,000 on the day of four years to curb that “transient” in- agreements (which all of our “allies” in
last year’s recommendation, returned flation. The Federal Reserve is always the region have joined) as an enormous
(with dividends) 24.51% compared with right, but nine months to five years late blow to our ability to influence the di-
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

S&P 500 index at 26.35%. It is slightly to the party. I once had a boss like that. rection of corporate and civil gover-
off compared with the benchmark. Terrified to make a mistake, if asked nance in the region. We are now re-

Our Annual However, this is not bad compared


with Barron’s annual forecasters.
Dubravko Lakos-Bujas at J.P. Morgan
the temperature and weather, he would
consult 37 thermometers, ask 20 peo-
ple at the National Oceanic and Atmo-
duced to picking up “consolation
prizes” in the form of relatively unim-
portant “trade deals.” In short, we are

Markets
forecasted the S&P 500 at 4440, clos- spheric Administration, do numerous the losers.
est to the S&P 500 at 4621; some of studies, stall, ask for more data, then But I ask Shaw this: Where was
these seers were way off their forecasts. reassess, then contemplate. After three your voice (and that of anyone in the
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Saira Malik at Nuveen was close to the feet of snow and 10 degrees, he would administration) challenging President

Forecast
forecasted 10-year bond rate at 1.4% proudly state the obvious. That is the Donald Trump’s disastrous decision to
but far off from S&P 500 forecast at Fed, analysis paralysis personified. thumb his nose at these trade agree-
4050. As Warren Buffett famously B.J. Khalifah ments? Indeed, where were her objec-
said, “Forecasts may tell you a great Grosse Pointe Park, Mich. tions to the insulting trade wars leveled
deal about the forecaster.” at all of our allies by the Trump admin-
To the Editor: These pundits may not be at the istration? We now face two enormously
The evidence is overwhelming that economic forecasts target, but Barron’s attempt to get the Living With Covid powerful enemies (China and Russia)
are rarely, if ever, useful because to make money off big money’s view helps us draw our without any of the robust alliances
them, one has to make a prediction that is nonconsen- conclusions for the following year. To the Editor: forged over generations. They were
sus; otherwise it would already be priced in (“Don’t Sreeni Meka Vaccinations have become a political thrown away with contempt by the
Expect Big Returns From the Stock Market Next Year On Barrons.com football (“Omicron Could Be the Start previous administration. The timing
as Interest Rates Rise,” Cover Story, Dec. 17). of a ‘Viral Blizzard.’ Brace for a Chal- could not have been worse. Where was
As Peter Lynch said, “I deal in facts, not forecasting lenging Winter,” Dec. 17). It’s sad that Shaw’s voice when it mattered?
the future.” I am going to continue my strategy of buy- Zulauf’s Prediction Covid-19 vaccines aren’t as widely ac- Peter Wolf
ing equities that are trading for far less than they’re cepted as those for polio, etc. With 50 Sedona, Ariz.
worth regardless of where interest rates or West Texas To the Editor:
Intermediate crude oil ends up in 2022. In other In “Stocks Stumble as Fed Speeds Up
words, I don’t chase themes; I let the deals come to me. Stimulus Phaseout” (Up & Down Wall
Chris Bentsen Street, Dec. 17), Randall W. Forsyth
On Barrons.com notes that when the five biggest tech
names that dominate the S&P 500
“Barron’s attempt to get the big
To the Editor:
As to companies with pricing power being havens in
an inflationary environment, only those with unique
index finally gave way, the major in-
dexes did, too. But many stocks were
already giving way. According to Trad-
money’s view helps us draw our
products and growing addressable markets typically
have this luxury.
ing Diary in the Market Laboratory
section of Barron’s, the past four weeks conclusions for the following year.”
I will look to Nvidia, Microsoft, and Apple to meet in the New York Stock Exchange and Sreenie Meka, on Barrons.com
X W L C 10 11 12 H G R P 4 8 3 F 2 D 6 7 9 0 A
64 BARRON’S December 27, 2021





  

 
             
          
  
            
   
     !         "  # 

$ 
           %    %
      
 
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

&         



For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

 
            
  
          



     
   
 


      
 

!
 
 !  "  
#$ $

  %& 
'    (
    "  
$%'

  )  
  
!
  *          
        
 +
   
(* ) 

! 
*     



 
 

 ) ,     " "

+  
   

 


 )     -   
)- 
  
 "  )       
) "  
!

 
  )   
 - %$ 

  *     )  

!
 

    . 
 %$ !
   /  !
 ,
 !
)  
0 

  

 

  
 , 

&
 
)  "  
1
 


  !
   ) !
     
  %$
 
   
   2 ) 
  "  )  

 

  

      
!
  )-  
  

    %$  
 %$ 
 ) 
   +


  
 - %$ !
 
 /
 "  

 

You might also like