TOUGH TIMES FOR TECH • PAGES 32, 35

VOL. CII NO. 4 JANUARY 24, 2022 $5.00

ROUNDTABLE PART 2
>

4 PROS, 27 PICKS
63142

The outlook for Toyota, Vail Resorts, Warby Parker, and more. PAGE 16
C O N T ENTS
P. 6
Up & Down Wall Street:
Here Come the Hikes
This coming week’s policy-setting
meeting will tell investors a lot
about how the Fed plans to
address rising inflation.
By RANDALL W. FORSYTH
P. 8
Streetwise: Oil Stocks
Could Keep Gushing
The discipline embraced by Devon
Energy and other oil drillers will
help them weather future rough
patches. Five stocks to consider.
By JACK HOUGH
P. 9
Las Vegas Sands and
Wynn Are Good Bets
Follow-Up: Investors are flocking
back to both gambling companies
now that there’s more clarity about
their prospects in Macau.
By LAWRENCE C. STRAUSS
P. 12
How to Play History’s
Biggest Tech Deal
There are multiple ways to invest
in the merger of Microsoft and
Activision Blizzard—with a buffer
in case regulators nix the deal.
By ERIC J. SAVITZ
P. 13
Grab Goldman Sachs
While It’s Down
The Wall Street powerhouse trades
at a discount to peers, while its
increasingly diversified business
mix limits its downside potential.
By ANDREW BARY
P. 15
Housing Headwinds
Won’t Wallop Cooper
Sizing Up Small-Caps: Mortgage
company Mr. Cooper could thrive
even as rates rise, thanks to its
booming loan-servicing business.
By DAREN FONDA
01.24.22 VOL.CII N O.4
P. 25 P. 33
Income: Getting a
Top Sustainable Funds Read on REITs
Sustainable funds are more popular than ever—and for good reason. More than a By LAWRENCE C. STRAUSS
quarter of the ones in our sixth annual ranking beat the S&P 500 index’s total return
of 28.7% in 2021. This year’s No. 1 fund, HCM Tactical Growth, was helped by heavy P. 33
weightings in tech stocks such as Nvidia and AMD. Top 100 table starts on P. 29; for
the full list of 157 funds, go to barrons.com/topsustainablefunds.
Economy: Is the Fed
By LAUREN FOSTER Put Still Alive?
By LISA BEILFUSS
P. 35
Green Machines Trader: Buy-the-Dip
The top-performing sustainable funds posted stellar results in 2021, as money poured into the industry.
Investors Get Burned
2021 Total Return Estimated ESG Funds’ Net Flows By BEN LEVISOHN
1. HCM Tactical Growth $60
2021 data through Sept. 30. Billion P. 38
HCMGX 40.2%
Euro Trader: A Rising
2. HCM Dividend Sector Plus
Tide for Maersk
HCMNX 38.5 40
By RUPERT STEINER
Cover illustration Reference Photos: Dreamstime (2); Getty Images; courtesy of: Toyota, J.B. Hunt, Warby Parker, Iveco, GE, Thermo Fisher
3. JNL/Goldman Sachs 4
P. 38
N/A 36.3
Emerging Markets: Our
20
4. Glenmede Quant US Large Cap Gr Eq Trade Frenemy, China
GTILX 34.0 By CRAIG MELLOW
5. Fidelity P. 39
0
FFIDX 33.7
2017 2018 2019 2020 2021 Striking Price: Two
N/A=not applicable Source: Morningstar Stocks for Shaky Times
By STEVEN M. SEARS
P. 40
Commodities: More
Power to Uranium
TOUGH TIMES FOR TECH • PAGES 32, 35
P. 16 P. 32 By MYRA P. SAEFONG
VOL. CII NO. 4 JANUARY 24, 2022 $5.00
What Makes Shopify Tech Trader: Lots of
and Vail Resorts Shine Drama at Netflix Barron’s Roundtable on
Cover Story: This installment of A big earnings miss blindsided
ROUNDTABLE PART 2 our Roundtable highlights 27 stock bulls. But given how much the Fox Business
>
4 PROS, 27 PICKS
picks from panelists Henry streaming giant has going for it, Watch our weekly TV show
63142
The outlook for Toyota, Vail Resorts, Warby Parker, and more. PAGE 16
Cover Illustration by Ellenbogen, Mario Gabelli, Abby investors might want to wade in. Saturdays at 10 a.m. or 11:30 a.m.
Alvvino
Joseph Cohen, and David Giroux. By ERIC J. SAVITZ ET, or Sundays at 10 a.m. or 11:30
By LAUREN R. RUBLIN a.m. ET. This week, what’s next for
© 2022 Dow Jones & Company, P. 32 stocks: interviews with David
Inc. All Rights Reserved.
P. 31 Giroux of T. Rowe Price and Liz
Our newspapers are 100% sourced
Other Voices: The Fed Ann Sonders of Charles Schwab.
from sustainable certified mills.
A Supermarket Chain Shirks Inflation Blame
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January 24, 2022 BARRON’S 3

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4 BARRON’S
I N D EX
Our index lists significant companies mentioned in stories and columns,
plus Research Reports, and Corrections & Amplifications. The references
are to the first page of the item in which the company is mentioned.
A Abbott Laboratories . . . . . . . . . . . . . . . . . . . . . . . 11
Activision Blizzard . . . . . . . . . . . . . . . . . . . 10,12,43
Albertsons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,30
Altria Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21,23
American Express . . . . . . . . . . . . . . . . . . . . . . . . . 11
Amphenol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Andon Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Anthem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
APA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
A.P. Moeller-Maersk . . . . . . . . . . . . . . . . . . . . . . . 38
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,11,32
Archer-Daniels-Midland . . . . . . . . . . . . . . . . . . . . 11
AT&T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,11
Automatic Data Processing . . . . . . . . . . . . . . . . 11
AutoZone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19,23
B Baidu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Bank of America . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Barrick Gold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Beam Therapeutics . . . . . . . . . . . . . . . . . . . . . 23,24
Becton Dickinson . . . . . . . . . . . . . . . . . . . . . . . 22,23
Biogen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
BioNTech . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23,24
Boeing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Boston Beer . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21,23
BP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
C Capital One Financial . . . . . . . . . . . . . . . . . . . . . . 11
Carvana . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21,23
Caterpillar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Charter Communications . . . . . . . . . . . . . . . . . . . 11
Cheniere Energy . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
China Evergrande Group . . . . . . . . . . . . . . . . . . 10
Chinook Therapeutics . . . . . . . . . . . . . . . . . . . . . . 41
Citigroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,36
CNH Industrial . . . . . . . . . . . . . . . . . . . . . . . . . 18,23
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Coinbase Global . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Colgate-Palmolive . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Comcast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
ConocoPhillips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Costco Wholesale . . . . . . . . . . . . . . . . . . . . . . . . . . 31
C.R. Bard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22,23
Credit Suisse Group . . . . . . . . . . . . . . . . . . . . . . . 10
D Dana . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18,23
Danaher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,23
DBS Group Holdings . . . . . . . . . . . . . . . . . . . . . . 10
Devon Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Dow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Dril-Quip . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19,23
E Edwards Lifesciences . . . . . . . . . . . . . . . . . . . . . . 11
Electronic Arts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
EQT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
EssilorLuxottica . . . . . . . . . . . . . . . . . . . . . . . . 21,23
Evoqua Water Technologies . . . . . . . . . . . . . . . . 37
EXOR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18,23
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
F Fiserv . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23,24
Ford Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Freeport-McMoRan . . . . . . . . . . . . . . . . . . . . . . . . 11
fuboTV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
G General Dynamics . . . . . . . . . . . . . . . . . . . . . . . . . 11
General Electric . . . . . . . . . . . . . . . . . . . . . . 11,21,23
Genuine Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . 18,23
GlaxoSmithKline . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Goldman Sachs Group . . . . . . . . . . . . . . . . 10,13,36
Green Plains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
January 24, 2022
For Customer Service, call 1 (800) 544-0422, or go to
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call 1 (800) 843-0008, or go to djreprints.com.
Grupo Televisa . . . . . . . . . . . . . . . . . . . . . . . . . . 20,23 Johnson & Johnson . . . . . . . . . . . . . . . . . . . . . . . . 11 MGM Resorts International . . . . . . . . . . . . . . . . . 9
JPMorgan Chase . . . . . . . . . . . . . . . . . . . . 10,13,36 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,11,12
H Halliburton . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,19,23 Mondelez International . . . . . . . . . . . . . . . . . . . . 11
Huntington Bancshares . . . . . . . . . . . . . . . . . . . . 43 K Kimberly-Clark . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Morgan Stanley . . . . . . . . . . . . . . . . . . . 13,20,23,36
Huntsman . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Kroger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Mr. Cooper Group . . . . . . . . . . . . . . . . . . . . . . . . . 15
MSCI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,20,23
I IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 L Las Vegas Sands . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Icahn Enterprises . . . . . . . . . . . . . . . . . . . . . . . . . 41 Liberty Braves . . . . . . . . . . . . . . . . . . . . . . . . . . 18,23 N Netflix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,10,32,43
Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Lockheed Martin . . . . . . . . . . . . . . . . . . . . . . . . . . 11 NextEra Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Intuitive Surgical . . . . . . . . . . . . . . . . . . . . . . . 23,24 Lumen Technologies . . . . . . . . . . . . . . . . . . . . . . . 41 Norfolk Southern . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Invesco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Northrop Grumman . . . . . . . . . . . . . . . . . . . . . . . . 11
Iveco Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18,23 M Madison Square Garden Sports . . . . . . . . . 18,23 NOV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Mastercard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Nucor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
J J.B. Hunt Transport Services . . . . . . . . . . . 20,23 McDonald's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
O Occidental Petroleum . . . . . . . . . . . . . . . . . . . . . . . 8
O'Reilly Automotive . . . . . . . . . . . . . . . . . . . . . 19,23
P PayPal Holdings . . . . . . . . . . . . . . . . . . . . . . . . 21,23
Peloton Interactive . . . . . . . . . . . . . . . . 10,12,35,43
PepsiCo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Rupert Murdoch Executive Chairman, News Corp Pfizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,23,24
Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones Phillips 66 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Plug Power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
SENIOR VICE PRESIDENT, BARRON’S GROUP Mae M. Cheng
ASSOCIATE PUBLISHER, BARRON’S GROUP Dan Shar Q Quotient Technology . . . . . . . . . . . . . . . . . . . . . . . 41
MANAGING EDITORS, BARRON’S GROUP Jeremy Olshan, Dave Pettit
R Range Resources . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Raytheon Technologies . . . . . . . . . . . . . . . . . . . . . 11
EDITOR IN CHIEF David Cho Rocket Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Roku . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin
DEPUTY EDITOR Alex Eule
Ben LevisohnDEPUTY EDITOR
S Seagate Technology . . . . . . . . . . . . . . . . . . . . . . . . 11
ServiceNow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
EDITORIAL DIRECTOR, INVESTING & ASSET MANAGEMENT Beverly Goodman
Shenzhou International . . . . . . . . . . . . . . . . . . . . 38
EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt
Shopify . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21,23,43
MANAGING EDITOR, DIGITAL Matt Bemer MANAGING EDITOR, FEATURES Jeffrey Cane Siemens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23,24
MANAGING EDITOR, ENTERPRISE Brian Hershberg MANAGING EDITOR, NEWS Joe Woelfel SolarEdge Technologies . . . . . . . . . . . . . . . . . 23,24
Sony Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
ASSISTANT MANAGING EDITORS Anita Hamilton, Mary Romano, Robert Sabat Southwest Airlines . . . . . . . . . . . . . . . . . . . . . . . . . 11
ASSOCIATE EDITORS Andrew Bary, Daren Fonda, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz
Southwest Gas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Square Enix Holdings . . . . . . . . . . . . . . . . . . . . . 12
SENIOR WRITERS Bill Alpert, Lisa Beilfuss, Lauren Foster, Al Root, Avi Salzman, Starbucks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Alexandra Scaggs, Lawrence C. Strauss SunPower . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
REPORTERS Luisa Beltran, Pierre Briançon, Megan Cassella, Jack Denton, Carleton English, Sabrina Escobar, T Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Nicholas Jasinski, Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis, Teresa Rivas, Lina Saigol, Techtronic Industries . . . . . . . . . . . . . . . . . . . . . . 38
Connor Smith, Jacob Sonenshine, Karishma Vanjani TE Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,11,36,39
STORY EDITORS Henry Cutter, Mel Gray, Camilla Imperiali, Ed Lin, Erin McCarthy,
Texas Instruments . . . . . . . . . . . . . . . . . . . . . . . . . 11
Stacy Ozol, Rupert Steiner (London bureau chief) Thermo Fisher Scientific . . . . . . . . . . . . . . . . . . . 23
COPY DESK Michael J. Burlingham, Richard Rescigno, Robert Teitelman Thor Industries . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
3M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
IDEAS EDITOR Matt Peterson Toyota Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . 23,24
DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary
U Unilever . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,43
SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Clare McKeen, Malak Saleh
V Vail Resorts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21,23
Kristin Lenz
DIRECTOR, DESIGN & VISUALS
Verizon Communications . . . . . . . . . . . . . . . . 10,11
Robert Connolly, Nick Hallam, Sue Ng
ART DIRECTORS
VF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITOR Nicole Silver ViacomCBS . . . . . . . . . . . . . . . . . . . . . . . . . . 18,23,32
RESEARCH DIRECTOR Pauline Yuelys RESEARCHER Dan Lam Visa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Vroom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21,23
STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima
MANAGER, ADVERTISING SERVICES James H. Balmer ASSOCIATE MANAGER Ward S. McGuiness W Walmart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23,31
Walt Disney . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
NEWS editors@barrons.com STATISTICS barronsstats@barrons.com CUSTOMER SERVICE 800-544-0422
Warby Parker . . . . . . . . . . . . . . . . . . . . . . . . . . . 21,23
GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Jack Otter Wells Fargo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Weyerhaeuser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
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January 24, 2022 BARRON’S 5

WHAT
DO
YOU
SEE?
WE SEE EDUCATION AS A LIFELONG JOURNEY.
It starts with school, but it never really ends. The associated costs have
sharply increased and now resemble longer-term budget items, such
as housing and health care. Paying for education has become a major
investment—one that often requires a strategy built for your specific
needs. And, like most long-range investment strategies, starting early can
make a big difference.

morganstanley.com/education-planning

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 3588492 01/22
 6 BARRON’S
UP & DOWN WALL STREET
What the Coming Fed
Meeting Means for
Future Rate Hikes
W
atch what
they say, not
what they
do, at the
Federal
Open Mar-
ket Commit-
tee meeting this coming week. The
obverse of the famous advice from
Richard Nixon’s attorney general,
John Mitchell, is what economists and
market participants will be doing on
Wednesday, when the panel may elu-
cidate its policy plans but is unlikely
to take any immediate action.
To be sure, stock and bond markets
have started 2022 by adjusting to the
reality of a less accommodative Federal
Reserve monetary policy ahead. The
benchmark 10-year Treasury note’s
yield is up 34 basis points since the
turn of the year, at 1.836% on Thurs-
day, while the Nasdaq Composite has
entered a so-called 10% correction
from its peak last November. And the
federal-funds futures market has fully
priced in an initial 25-basis-point in-
crease in the Fed’s key policy rate, from
the current ground-hugging 0% to
0.25%, at the March 15-16 FOMC gath-
ering, according to the CME FedWatch
site. (A basis point is 1/100th of a per-
centage point.)
But no rate increase is likely this
week, despite a growing consensus
(including from President Joe Biden)
Samuel Corum/Bloomberg
on the need for a less accommodative
Fed policy, given the sharp rise of
inflation. At his news conference on
Wednesday, Biden expressed support
for Fed Chairman Jerome Powell’s plan
to “recalibrate” policy. “The critical job
of making sure that the elevated prices
don’t become entrenched rests with the
Federal Reserve, which has a dual
mandate: full employment and stable
prices,” the president said.
That’s a sharp reversal of the pres-
sure often exerted by past presidents
for easier money. From Lyndon B.
Johnson to Nixon and Donald Trump,
presidents have variously tried to ca-
By Randall W. jole or coerce Fed chairmen into lower
Forsyth interest rates or avoid raising them,
while George H.W. Bush blamed a too-
tight Fed for his electoral defeat. But
now, inflation’s surge to 7% tops the list
of concerns in consumer surveys, coin-
ciding with the slide in Biden’s poll
ratings, so his endorsement of a less
accommodative Fed policy appears to
Federal Reserve Jerome Powell after testifying at a Senate confirmation hearing on Jan. 11.
After the Fed clinged to the notion of “transitory”
inflation, a 50-basis-point hike would be an
admission of how it misjudged price pressures.
be a matter of political necessity.
So acute have inflation concerns
become that some observers are urging
more immediate and dramatic actions.
That includes calls for a 50-basis-point
jump in the fed-funds rate, as I wrote
this past week on Barrons.com, or a
complete halt in the Fed’s securities
purchases, as I noted here a week ago,
rather than the present path of wind-
ing down its buying by March.
But both would be out of character
for the Powell Fed. “I can’t imagine
another big pivot,” says John Ryding,
chief economic advisor at Brean Capi-
tal. For most of 2021, the monetary
authorities clung to the notion of “tran-
sitory” inflation. A sharp, initial 50-ba-
sis-point hike would be an admission
of how they misjudged the building
price pressures, he says.
Neither does Ryding look for the
Fed to emulate the Bank of Canada,
which abruptly ended its securities
purchases last year. “What I hope to
get is clarity” from the FOMC meeting
in the coming week, he added in a tele-
phone interview.
One possible surprise would be for
the FOMC to further accelerate the
tapering of the purchases, winding
them up by mid-February, a month
earlier than currently scheduled, write
January 24, 2022
Nomura economists Aichi Amemiya,
Robert Dent, and Kenny Lee in a client
note. That would represent a marginal
reduction of $20 billion in Treasury
and $10 billion in agency mortgage-
backed securities acquisitions, but
would send a signal to the market
about the Fed’s anti-inflation resolve.
In particular, they add, a quicker
windup in the Fed’s bond buying
might help avoid some awkward ques-
tions for Powell at his postmeeting
news conference on Wednesday after-
noon. The central bank continues to
buy $40 billion of Treasuries and $20
billion a month in MBS, adding to its
near-$9-trillion balance sheet, which
means that it is actually easing, rather
than tightening, policy, while talking
of the need to curb inflation.
As for the Fed beginning to nor-
malize its balance sheet, the Nomura
economists think the announcement
could come as early as the March or
May FOMC meeting. Most Fed watch-
ers expect a later start to the process
of reducing the central bank’s securi-
ties holdings, after two or more rate
hikes. And almost all think the Fed
will allow maturing issues to run off
at a predictable pace, rather than sell
securities outright.
Some also suggest that the Fed could
reduce its holdings of mortgage-backed
securities more rapidly. The Fed has
expressed a preference to returning to
holding only Treasuries on its balance
sheet, as was the case before the
2007-09 financial crisis, Ryding notes.
And for months, many critics have
argued that effectively subsidizing an
already overheated housing market by
buying MBS makes no sense.
B
ut the relative economic and
financial impact of changes
in these two main monetary-
policy tools—interest rates
and the central bank’s asset holdings—
is unknown, Ryding says. The Fed
traditionally has utilized the fed-funds
rate as its main policy lever and re-
sorted to a huge expansion in its bal-
ance sheet when its key policy rate fell
to the zero lower bound. Unlike other
central banks, notably the European
Central Bank and the Bank of Japan,
the Fed has avoided resorting to nega-
January 24, 2022
Up & Down Wall Street (continued)
Bond Buying $36 Tril Central Bank Assets
Boosts Stocks
Global tech stocks
have moved up in
tandem with the
30
24
(left scale)
balance sheets of
the major central
18
banks around the
world, Deutsche
Bank’s Jim Reid 12
observes.
2015
Sources: Central banks; Bloomberg Finance; Haver Analytics; Deutsche Bank.
tive interest rates.
Economists Cynthia Wu of Notre
Dame and Fan Dora Xia of the Bank
for International Settlements have
estimated the equivalent impact of the
Fed’s asset purchases in what they
dub a “shadow fed-funds rate,” which
is tracked by the Atlanta Fed. The
Wu-Xia shadow funds rate was minus
1.15% as of Dec. 31, according to the
Atlanta Fed.
Ryding says Wu estimates that a
change in the Fed’s balance sheet
equal to 10% of U.S. gross domestic
product—about $2 trillion—is roughly
equivalent to a 100-basis-point change
in the fed-funds rate.
How central bank bond-buying af-
fects the economy is still debated
among economists. Most see asset pur-
chases working through what they call
the portfolio channel. As former Fed
Chairman Ben Bernanke explained in a
Washington Post op-ed article in No-
vember 2010, the central bank buys
securities to ease financial conditions,
including to raise stock prices, which
in turn boosts consumers’ wealth and
confidence and spurs spending.
And as the intriguing accompany-
ing chart from Deutsche Bank’s head
of thematic research, Jim Reid, illus-
trates, the big global tech growth
stocks have moved in lockstep with
the assets of the major central banks.
The FANG+ group used in the chart
consists of Meta Platforms (the
former Facebook, ticker: FB),
Amazon.com (AMZN), Apple
(AAPL), and Google parent Alpha-
bet (GOOGL), plus Alibaba Group
Holding (BABA), Baidu (BIDU),
Nvidia (NVDA), Tesla (TSLA), and
Twitter (TWTR). The big five central
banks are the Fed, the ECB, the Peo-
ple’s Bank of China, the BOJ, and the
Bank of England.
BARRON’S 7
NYSE FANG+ Index 8000
(right scale)
6000
4000
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“Correlation does not imply causa-
tion, but unless you are an incredibly
strong advocate of a completely new
earnings paradigm for the largest tech-
nology companies that coincidently
have tracked unconventional monetary
policy, then it is hard to argue against Nasdaq 100
the notion that central bank policies
have been a big contributor to an in- Covered Call ETF
credible run for the sector over the last
six-to-seven years. Indeed, the only
notable setback has been when global
[quantitative tightening] arrived in
2018,” Reid observes in a client note.
The 13% decline in the FANG+ in-
dex from its November peak through
QYLD
Thursday is a bit steeper than the
11.5% drop in the popular Invesco
QQQ exchange-traded fund (QQQ),
which tracks the biggest Nasdaq non-
financial stocks. And that’s before the
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email: randall.forsyth@barons.com
8 BARRON’S
ST R E E T W I S E
The New Hot Stocks
Are the Fossil Fuels
As Oil Sees a Future
T
he new darling of
Wall Street isn’t into
robocars, crypto
mining, or the meta-
verse. It’s an Okla-
homa City oil driller
with a favorable
position in West Texas shale. Devon
Energy stock has returned 181% in a
year, making it the single best per-
former in the S&P 500. You couldn’t
script a bigger turn of events on Net-
flix—whose 20% plunge on Friday, by
the way, makes it one of the index’s
worst three-month performers.
For oil investors, the sudden arrival
of good news can raise the question of
whether bad news is around the cor-
ner. Maybe not, based on recent con-
versations with Devon’s new CEO and
a pair of Wall Street analysts—their
top stock picks in a moment.
Energy was the worst-performing
sector of the 2010s, and technology,
the best. But so far this year, energy is
leading tech by 23 percentage points—
the second-biggest spread in history,
according to Bank of America Securi-
ties. It points out that the energy sec-
tor remains inexpensive, at 11 times
forward earnings estimates, versus an
average of 17 times since 1986.
Oil has gotten a lift from predic-
tions that the pandemic has peaked,
and that travel will soon pick up.
Texas crude is up from $53 a barrel a
year ago to $85 recently. This past
week, the International Energy
Agency estimated that global oil de-
mand in 2022 will top prepandemic
levels. A large portion of the popula-
tion will have gained Covid-19 immu-
nity by the end of the first quarter,
through infection or vaccination, and
travel restrictions later this year could
be minimal, it wrote in a report.
Stephen Richardson, who covers
energy and chemicals for Evercore
ISI, says that investors who expected
oil producers to rebuild lean invento-
ries have been surprised by scattered
production challenges. These include
By Jack Hough political unrest in Libya, protests in
Kazakhstan, sabotage in Nigeria, and
the threat of war between Russia, a
major energy producer, and Ukraine,
a key energy transit hub.
Doug Leggate, who heads energy
coverage at BofA Securities, sees his-
tory repeating, and Saudi Arabia re-
gaining control of pricing. In the late
1990s, faced with a slumping oil price
and a rogue producer in Venezuela,
the kingdom flooded the market, sank
the oil price, and forced widespread
production cuts and consolidation.
More recently, the rogue producer
from Saudi Arabia’s view has been
U.S. shale drillers, so during the pan-
demic downturn, it produced too
much for too long, and forced another
industry reckoning.
BARRONS.COM/PODCASTS
Barron’s Streetwise
In a weekly podcast by Barron’s, columnist Jack Hough looks
at the companies, people, and trends you should be watching.
This is Wall Street like you’ve never heard before. Subscribe
to Barron’s Streetwise on Spotify, Apple Podcasts,
or your favorite listening app.
CEO Rick Muncrief has capped Devon Energy’s
production growth at 5% a year: “We’re not
interested in double-digit growth anymore.”
“This Machiavellian strategy...has
worked,” Leggate says. “It has forced
capital discipline on the [exploration
and production] companies. I think
we’re in a new world for the invest-
ment case.”
Longer-dated oil futures imply a
price of around $20 below the recent
one, but Saudi Arabia needs a $60 to
$80 oil price to balance its budget, so
investors might be guessing too low,
Leggate says. Add $10 to the back end
of the oil curve, and oil stocks could
rise another 40% to 90%, he says. His
top picks include Occidental Petro-
leum (ticker: OXY) and APA (APA),
parent company of Apache. Both have
significant debt, but also enough cash
flow to pay it down, which could at-
tract a higher valuation for shares.
Leggate also likes Exxon Mobil
(XOM) for its large U.S. shale hold-
ings. Shale drilling is easier to stop
and start than drilling for large con-
ventional deposits in faraway places,
affording flexibility.
W
hat about electric vehi-
cles and the effect on oil
demand? The math is
straightforward, Ever-
core’s Richardson says. There are a
billion cars worldwide, with 90 mil-
lion to 95 million sold each year. As-
sume EV penetration goes from 4% of
sales to 15% by 2025, and to 30% by
2030. The decline in oil consumption
of three million to four million barrels
a day would be more than offset by
increased oil demand from economic
growth.
The rise of green investing has
done little to curtail current supply,
but it has forced oil producers to com-
January 24, 2022
mit to limiting production growth,
which has had an important effect on
market psychology, Richardson says.
Investors, meanwhile, have warmed
to the yields for oil stocks, which,
counting dividends and stock buy-
backs, can run in the high single-digit
percentages.
Richardson, too, likes Occidental,
and he recently upgraded BP (BP),
whose shares already reflect aggres-
sive vows to limit carbon production,
but not the bright outlook for divi-
dends and buybacks, he says. His
other favorites are ConocoPhillips
(COP) and Devon (DVN).
Devon’s free cash flow rose eight-
fold year over year, to $1.1 billion, dur-
ing the third quarter of last year, a
company record. Around half of De-
von’s price hedging from last year will
roll off this year, which could give free
cash flow another goose.
After merging with WPX Energy
last year, the company announced a
fixed-plus-variable dividend. The
fixed part is uninspiring, recently
yielding less than 1%. But if the latest
variable payment is an indication of
future ones, shareholders could re-
ceive close to 7% in all.
CEO Rick Muncrief, who came
from WPX, has capped Devon’s pro-
duction growth at 5% a year. “We’re
not interested in double-digit growth
anymore,” he says. He hears similar
things from peers. “We’ve had some
head fakes where commodity prices
rallied, only to see too much activity.
I think that discipline is going to
stick.”
Mutual funds with an environmen-
tal theme have long outperformed the
stock market by shunning oil and em-
bracing tech. Do well by doing good,
they have said. But such funds have
done poorly so far this year.
BofA’s Leggate expects these funds
to adopt a more nuanced approach of
embracing oil companies that are ad-
dressing their concerns.
“It’s easy to use [environmentalism]
as a disqualifier for a sector that’s not
doing well,” he says. “That’s a much
harder discussion when the sector is
outperforming.” B
email: jack.hough@barrons.com
January 24, 2022
F OLLOW-UP
With Macau Overhang Fading,
Wynn and Sands ‘Will Thrive’
Covid and anticorruption efforts are
wild cards, but analysts like the upside
By LAWRENCE C. STRAUSS
W
hen Barron’s wrote favorably
about Wynn Resorts and Las
Vegas Sands in September, the
stocks were struggling with year-
to-date losses of more than 20%.
The main culprit: the expiration of con-
cession licenses this year that allow these
and other companies to operate casino
resorts in Macau.
Barron’s, however, suggested that the
market’s worries were overblown and that
the odds of any of these companies getting
kicked out of Macau were minimal.
While the status of these concession-
license renewals isn’t final, a draft version
of a gambling law by Macau’s legislative
assembly is less onerous than feared by
many investors. The proposal calls for
awarding up to six casino concession
licenses, each with a 10-year term, down
from 20 currently, and with extensions
of up to three years.
A recent Morgan Stanley research note
observed that the proposed gambling law
in Macau is stricter in some ways, but that
“the license overhang is removed,” and it’s
“positive for the industry.”
House Money
After a down year amid Macau questions,
Wynn and Sands have clearer skies.
Wynn Resorts Las Vegas Sands
(WYNN / Nasdaq) (LVS / NYSE)
40%
20
0
-20
-40
-60
-80
2020 ’21
Source: FactSet
BARRON’S 9
Macau has proposed up to six casino
concession licenses, each with a 10-year term.
That’s down from the current 20-year term.
That’s good news for these stocks. When
the draft emerged on Jan. 14, investors
pushed up shares of Wynn by 9% and
Sands by 14%.
“The regulation is behind them, and now
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MGM outperformed both over the past Member - NYSE, FINRA, SIPC - INTERACTIVE BROKERS LLC IS A MEMBER OF NFA AND
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Macau. But with the Macau regulatory situ- SHOULD BE AWARE THAT NFA DOES NOT HAVE REGULATORY OVERSIGHT AUTHORITY
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They will thrive.” B
10
R E VIEW
BOOM IN LIQUIFIED NATURAL GAS
Today It’s an
LNG World
Last winter, natural-gas shortages sent short-term
prices rising in Europe and Asia, lifting stocks of gas
producers like EQT and Range Resources. This year,
energy consultant Wood Mackenzie is predicting that
high overseas demand will continue, as gas buyers rush
to lock in longer-term contracts at higher prices.
That has been a boon for Cheniere Energy, the larg-
est U.S. producer of liquefied natural gas, or LNG. Che-
niere has closed long-term supply deals with major Chi-
nese companies in the past few months that should
boost its revenue for years—benefits reflected in its
stock price, which is up 25% in the past six months.
Some long-term natural-gas contracts are priced at a
percentage of oil prices—lately, they’ve been at some 12%
of oil prices, versus prior levels around 10%. Asia has
been particularly active, signing 85% of contracts in 2021,
with China accounting for the largest share. “We expect
LNG contracting activity to remain strong in 2022,” says
Wood Mackenzie vice president Valery Chow, with Chi-
nese buyers accounting for most of the business.
The firm sees new supply potentially weighing on
prices after 2025. The longer-term direction of the indus-
try will also depend on whether the Nord Stream 2 pipe-
line from Russia to Europe is approved—a decision that
turns on geopolitical issues. If it does get the go-ahead,
prices could fall sharply. “But a cold winter in Europe
and Asia, alongside continued uncertainty about commis-
sioning of Nord Stream 2, could see prices increase fur-
ther throughout 2022. Get ready for another bumpy year
ahead,” says Wood Mackenzie. — Avi Salzman
BARRON’S
34,265.37
Dow Industrials: -1,646.44
THE NUMBERS
$150 B
Estimated ocean-freight pretax
profits in 2021, up nine times in
a year.
8.8 M
Number of adults who say they
can’t work because they were
sick or caring for someone in
early January, highest on record.
176
Number of 3.0 earthquakes last
year in the Texas portion of the
shale-oil rich Permian Basin, up
from 51 in 2020, nine in 2019.
$1.65 T
Global foreign investment in
2021, a 77% increase from 2020
and above 2019.
To get Numbers by Barron’s
daily, sign up wherever
you listen to podcasts or at
Barrons.com/podcasts
January 24, 2022
542.44
Dow Global Index: -0.02
1.75
10-year Treasury Note: -0.02
The Correction SHE SAID
Oil prices and Treasury yields rose as
stocks opened lower after the Martin
Luther King Day holiday. The Nasdaq
“If we’re
Composite skirted, then fell, into a
10% correction. Goldman Sachs
successful in
joined Citigroup and JPMorgan
Chase in reporting higher expenses.
controlling
Jobless claims rose. Pandemic stocks
Peloton Interactive and Netflix
the pandemic,
plunged some 20% on signs of slow-
ing business; crypto also fell hard. On I expect inflation
the week, the Dow industrials lost
4.6%, to 34,265.37; the S&P 500 to diminish.”
slumped 5.7%, to 4397.94; and the Treasury Secretary
Nasdaq tumbled 7.6%, to 13,768.92. Janet Yellen
No-Bust Filibuster
President Biden said he might break up
the Build Back Better package to pass
parts of it. The voting rights bill, mean-
while, failed after Republicans and
Democratic Senators Joe Manchin and
Kyrsten Sinema backed the filibuster.
5G Static
Airlines said 5G signals near airports
would create “catastrophic disrup-
tions” by interfering with altimeters,
and for a third time, AT&T and Veri-
zon Communications agreed to limit
their rollout. The Federal Aviation
Administration had cleared nearly
half of the planes to fly safely within
China Eases
China’s fourth-quarter growth slowed to
4%, and the People’s Bank of China cut
key lending rates. China is struggling with
5G areas. domestic demand, sapped by its zero-
Covid policy against Omicron and five
Vax Backlash years of declining birthrates. Separately,
Australia deported unvaccinated tennis international bondholders threatened to
star Novak Djokovic amid evidence he
had ignored quarantine protocols.
Credit Suisse Chairman António
Horta-Osório resigned after an internal
sue insolvent China Evergrande for
“lack of substantive engagement.”
Annals of Deal Making
investigation found he violated Covid In a possible metaverse play, Microsoft
rules. And U.K. Prime Minister Boris said it was buying Activision Blizzard,
Johnson barely hung on after more publisher of Call of Duty and Candy Crush
examples of partying during lock- Saga videogames and a company hit by
Illustration by Elias Stein; Al Drago/Bloomberg
downs surfaced. And then there were gender issues, for $69 billon—the biggest
the hamsters: Hong Kong culled 2,000 deal in Microsoft’s history. Antitrust could
hamsters after a batch were found to be a hurdle…Unilever made a $57 billion
have the Delta variant. bid for GlaxoSmithKline’s and Pfizer’s
consumer health venture, which the drug
Russia on the Move giants rejected as “fundamentally under-
Russian troops entered Belarus, stir- valued.” Unilever shares plunged, the
ring fears of a Ukraine invasion—and company said it wouldn’t raise its bid,
triggering more diplomacy. Russia did then walked away…The Wall Street Jour-
arrest REvil ransomware gang mem- nal reported that Citigroup neared the
bers, which experts said could be a sale of its Taiwan consumer unit to Singa-
signal to the U.S.—or just misdirection. pore’s DBS for around $2 billion.
 January 24, 2022 BARRON’S 11

P R EV IEW Tuesday The world’s two largest companies release results this Sign up for the Review &
week as investors look to Big Tech’s earnings to reverse
the Nasdaq’s 12% drop this year. Microsoft reports after Preview daily newsletter at
the close, followed by Apple on Thursday. Barrons.com/reviewpreview

Monday 1/24 FOMC’s March meeting and a total of

Brown & Brown, Halliburton, IBM,
Philips, and Zions Bancorp report
quarterly results.
IHS Markit reports its Manufactur-
ing and Services Purchasing Manag-
ers’ indexes for January. Consensus
estimate is for a 56 reading for the
manufacturing PMI and a 54 for the
Services PMI. Both figures are less
than the December data. The PMIs are
off their record peaks from the middle
of last year but remain well above the
expansionary level of 50.
SELLING SOME OF THE PARTS Tuesday 1/25
four quarter-point hikes for the year.
The Census Bureau reports new
residential home sales data. Consen-
sus estimate is for a seasonally ad-
justed annual rate of 762,500 new
single-family homes sold in December,
2.5% more than in November.
Thursday 1/27
Altria Group, Comcast, Crown
Castle International, Danaher,
Dow, International Paper, Master-
card, McDonald’s, Mondelez Inter-
national, MSCI, Northrop Grum-
man, Nucor, Southwest Airlines,
and Visa hold conference calls to

A Plan for a Going to Extremes

Much of the volatility of Biogen
shares stems from shifting prospects
3M, American Express, Archer-
Daniels-Midland, Capital One Fi-
nancial, General Electric, Invesco,
Johnson & Johnson, Lockheed
discuss earnings.

The Bureau of Economic Analysis

releases its preliminary estimate for

Biogen Reset
for its Alzheimer’s drug, Aduhelm.
Biogen Stock Performance,
2019 to 2022, Year to Date
$400
Seven months ago, Biogen was on top of the world. The
350
company had just received approval from the Food and Drug
Administration for Aduhelm, the first Alzheimer’s drug in 300
nearly two decades, and the stock rose nearly 40% in a day.
Now, Biogen shares are off 15% over 12 months and one 250
analyst is talking about stripping the company for parts.
This past week, Wedbush analyst Laura Chico wrote that 200
it’s “time for a change” at Biogen. She laid out three options:
150
Buy something, get bought, or “sell it for parts.” Things are
too far gone at Biogen for buying something to help, she 2019 ’20 ’21 ’22
said, and getting bought is unlikely. That leaves No. 3.
Her note came days after the Centers for Medicare and Hail Mary Play
Martin, NextEra Energy, Raytheon
Technologies, Texas Instruments,
and Verizon Communications
release earnings.
S&P CoreLogic releases its Case-
Shiller National Home Price Index for
November. Economists forecast a 18%
year-over-year rise, marginally less
than in October. If estimates prove
correct, it would be the 12th consecu-
tive month with double-digit gains for
home prices.
Wednesday 1/26
fourth-quarter 2021 gross domestic
product. Economists forecast a 5.6%
rate of growth, after a 2.3% increase
in the third quarter.
Friday 1/28
Caterpillar, Charter Communica-
tions, Chevron, Colgate-Palmolive,
Phillips 66, V.F. Corp., and Weyer-
haeuser report quarterly results.
Coming Earnings
M
Consensus Estimate Year ago

Medicaid Services published a draft proposal to limit Medi- Crane (Q4) $1.13 1.00
care coverage of Aduhelm to people in CMS-approved clin- Driving Biogen’s big bet on Aduhelm Abbott Laboratories, Anthem, T
ical studies. A final decision will be made in three months, was a weakening of some of its major AT&T, Automatic Data Processing, 3M (Q4) 2.02 $2.38
but if there’s no change, Aduhelm could effectively be dead. drugs, and falling revenue growth. Boeing, Edwards Lifesciences, American Express (Q4) 1.86 1.76
F5 (Q1) 2.78 2.59
Biogen’s CEO has already warned of “additional measures” Biogen Revenue Growth Year on Freeport-McMoRan, General
General Electric (Q4) 0.86 0.64
beyond $500 million in already announced cost cuts. Year Per Quarter, 2017 to 2021 Dynamics, Intel, Kimberly-Clark, Johnson & Johnson (Q4) 2.15 1.86
What does selling Biogen for parts mean? Biogen could 20% Nasdaq, Norfolk Southern, Seagate More Earnings on Page 66.
unload “legacy efforts” to focus on “innovative business,” Technology Holdings, ServiceNow,
said Chico, who rates the stock at Neutral, selling, say, its 10 and Tesla report quarterly results.
Consensus Estimate
Day Consensus Est Last Period
biosimilars unit, rights to royalty streams, and some manu- T January Consumer Confidence 110.5 115.8

facturing capacity. If Biogen “believes the pipeline holds 0 The Federal Open Market Commit- W December Wholesale Inventories 1.4% 1.4%
December New Home Sales 762,500 744,000
value, refining the strategic focus may be a vehicle to shift tee announces its monetary-policy de-
Illustration by Elias Stein

-10 TH December Durable Orders 0.0% 2.6%

away from controversy and find a fresh start,” she wrote. cision. The central bank is expected to Q4 GDP 5.6% 2.3%
Other analysts noted it’s unlikely the final decision will -20 keep the federal-funds rate unchanged F December Personal Income 0.40% 0.40%
differ much from the draft. Raymond James analyst Dan- near zero. The Fed has become increas- Unless otherwise indicated, times are Eastern. a-Advanced;
f-Final; p-Preliminary; r-Revised Source: FactSet
ielle Brill gave a reprieve a one-in-three chance and then, -30 ingly hawkish in the past three
For more information about coming economic reports
she said, only if “the political leadership forced the career ’17 2018 2019 2020 2021 months, and Wall Street has priced - and what they mean - go to Barron’s free Economic
staff at CMS to make that change.” — Josh Nathan-Kazis Sources: FactSet; Macrotrends.net in one quarter-point rate hike at the Calendar at www.barrons.com
12
Microsoft-Activision:
How to Play the Deal
Microsoft’s $69 billion purchase of videogame maker Activision Blizzard
would be the largest tech deal of all time. But it faces a battle in D.C.
By ERIC J. SAVITZ
I
t was a wild week in tech, with
Netflix missing earnings, Pelo-
ton Interactive teetering, and
the Nasdaq Composite entering
correction territory. But those
events overshadowed the week’s
most important tech news: Mi-
crosoft’s Tuesday announcement that
it had agreed to buy Activision Bliz-
zard in an all-cash deal valued at
nearly $69 billion. It would supplant
Dell’s $67 billion acquisition of EMC
in 2016 as the biggest technology deal
in history. If it happens.
The transaction, which has wide-
spread ramifications for the video-
game industry, will pose a substantial
test of the Biden administration’s in-
creasingly tough stance on mergers
and acquisitions, and tech transac-
tions in particular.
From a Microsoft perspective, the
deal looks brilliant. The company’s
stock rose on the news, despite the
large outlay of cash involved. The
price tag represents less than 3% of
Microsoft’s $2.3 trillion market value.
As Moody’s pointed out this past
week, Microsoft has $137 billion in
cash on its balance sheet and is likely
to generate $50 billion in free cash
flow in the current fiscal year.
The deal won’t require financing, it
won’t affect Microsoft’s stock repur-
chase program, and it won’t come
close to endangering the company’s
nearly 1% dividend yield. Also, Wall
Street isn’t worried about the price, at
less than seven times Activision’s for-
ward sales, well below Microsoft’s
own price-to-sales multiple of 12
times. Lastly, the $95-per-share cost is
still well below Activision’s year-ago
high of $104.
Microsoft said the deal, expected
to close before June 2023, would
provide an immediate boost to ad-
justed profits.
For Activision Blizzard inves-
tors, Microsoft’s offer is a lifeline.
BARRON’S
The company, and stock, have been
mired in a sexual harassment scandal
that triggered calls for CEO Bobby
Kotick to resign. While Kotick will
stay on as Activision’s chief through
the close of the deal, it has been
widely reported that he is likely to
step down after that, a key step in
cleaning up the issue. Microsoft de-
clined to comment on Kotick’s future.
And yet Activision shareholders
haven’t quite embraced the deal. At a
recent $82, Activision shares are trad-
ing at a 14% discount to Microsoft’s
offer. That implies just a 60% chance of
the deal going through, Barron’s calcu-
lates, thanks to the inevitable scrutiny
from regulators in Washington.
T
he merger would make Micro-
soft the world’s third-largest
gaming company by revenue,
trailing just Sony Group
(SONY) and China’s Tencent Hold-
ings (700.Hong Kong). Sony makes
the PlayStation console, the primary
rival to Microsoft’s Xbox.
A merger with
Activision Blizzard The acquisition is, in part, Micro-
would make soft’s effort to gain ground on Sony in
Microsoft the
world’s third-largest
the console battle. With Activision,
videogame maker, Microsoft would get control of the
giving it control of hugely popular Call of Duty first-person
popular franchises
like Call of Duty and shooter franchise, which accounted for
Crash Bandicoot. two of the three best-selling games on
PlayStation in 2021, according to re-
search firm NPD Group.
Microsoft also gets World of War-
craft, the proto-metaverse sword-
and-sorcery multiplayer game, the
role-playing game Diablo, and the
multiplayer first-person shooter
Overwatch. It also brings Candy
Crush, still one of the most popular
mobile games. (Activision bought
Candy Crush publisher King Digital
for $5.9 billion in 2016.)
Ultimately, the deal ticks every box
for Microsoft: It enhances its position
in mobile games, expands its already
formidable position in the still-emerg-
ing metaverse, provides new games to
include in its Xbox Game Pass sub-
scription program, and gives it the
option to pull popular games away
from rival PlayStation.
All reasons for investors to like the
deal—and for regulators to take a close
look. App store platforms are already
getting tough treatment from regula-
tors across the world, and Microsoft
could find itself in a similar position if
it were to remove Call of Duty or other
Activision games from the PlayStation.
Exclusives have long helped to sell
consoles, and Microsoft and Sony
January 24, 2022
keep some of their best games in-
house. Even so, Microsoft might be
forced to defuse potential antitrust
issues by committing to keep Activi-
sion games on the PlayStation.
The company declined to comment
on the exclusivity issue.
The bigger risk for Microsoft is if
the federal government decides to
make an example of the merger on the
grounds that tech giants are big
enough and shouldn’t be allowed to
get bigger. If the government goes that
route, Microsoft would have to decide
whether to defend the linkup in court,
as AT&T (T) and Time Warner did
successfully in 2017.
Investors already see the competi-
tive risk to Microsoft’s rivals. Sony
shares tumbled 11% last week after
the Activision move was announced.
If Sony’s business is pressured, it
could, in turn, be forced to make a
deal of its own.
That speculation sparked a rally in
shares of Electronic Arts (EA) Take-
Two Interactive (TTWO), Paris-based
Ubisoft (UBI.France) and Japan-based
publishers Capcom (9697.Japan) and
Square Enix Holdings (9684.Japan).
They all rose on the week, despite the
broad selloff in tech stocks.
For investors, there are multiple
ways to play the merger. Anyone con-
vinced the deal will go through can
buy Activision shares. But there’s
plenty of risk, and the potential re-
ward is capped by the deal price, lim-
iting upside to about 15%. That trade
is best left to the risk arbitrageurs.
Investors can also bet on the poten-
tial of additional consolidation by buy-
ing shares of takeover candidates like
EA, Take-Two, and the other game
publishers that rallied this past week.
Shares of mobile videogame maker
Game Controllers: Dreamstime; Video game images: Courtesy of Activision
Zynga (ZNGA) soared earlier this
month after Take-Two said it was
buying the company for $12.7 billion.
But the better, less speculative bet
is Microsoft itself. The stock has been
a laggard over the past few months,
but seems well-positioned for double-
digit earnings growth as far as the eye
can see.
Sony also looks attractive here—the
gaming industry is on fire, the stock
has been discounted, and the threat to
its business from a Microsoft-Activi-
sion merger seems a little overblown.
Meanwhile, all eyes are on how
Washington reacts to the deal. For
President Biden, the Federal Trade
Commission, and the Justice Depart-
ment, it’s game on. B
 January 24, 2022 BARRON’S 13

Wall St. Weak? Buy

Goldman on the Dip.
Disappointment over the last quarter’s results should not deter investors
from owning a trading powerhouse that is diversifying its business mix

By ANDREW BARY price target on the stock.

G
oldman Sachs Group is
coming off a blockbuster
year when it earned $21
billion—more than dou-
ble that of prepandemic
2019.
Investors aren’t in a
celebratory mood. This past week, its
shares (ticker: GS) fell 10%, leaving
them 19% below their November high,
after fourth-quarter earnings of $10.81
a share fell short of expectations for
the first time in seven quarters.
The selloff provides an opportunity
to invest in Wall Street’s most presti-
gious investment bank and trading
house at an attractive price. Goldman
was a Barron’s top stock pick for 2021,
when it returned 47.6%, and it looks
poised for another strong year.
The stock, at a recent $345, trades
for under nine times projected 2022
earnings of about $40 a share and for
just 1.2 times its year-end 2021 book
value of $284 a share. That is a sharp
discount to rivals Morgan Stanley
(MS) and JPMorgan Chase (JPM),
which fetch around 13 times projected
2022 earnings and nearly twice book
value, despite similar returns on eq-
uity in the fourth quarter.
Like those Wall Street giants, Gold-
man has reaped rich profits from trad-
ing on bonds, currencies, commodi-
ties, and equities. Yet Goldman is
more reliant on such trading and on
investment banking than its peers.
That can make its profits more volatile
and harder to predict.
Even with a return to more normal,
Victor J. Blue/Bloomberg
Ryan says the firm is getting virtu-
ally no credit for some of its newer
businesses, notably the digital con-
sumer-banking franchise Marcus,
which has more than $100 billion in
deposits, 10 million customers, and
$1.5 billion in 2021 revenue. Goldman
doesn’t disclose profits for its con-
sumer bank. But public digital banks
trade for a multiple of revenue, mean-
ing that the Goldman platform could
be worth $10 billion or more.
The firm also has a fast-growing
business of managing alternative as-
sets, including private equity, for cli-
ents. Its asset management business,
with $2.5 trillion under supervision
across a variety of platforms, could be
worth $30 billion or more, or a quar-
ter of the firm’s market value.
Those businesses go a long way
toward Goldman’s goal of diversifying
its revenue base.
Investors still have some issues.
Despite a growing consumer business,
Goldman isn’t a play on rising interest
rates, as it is with other banks.
Another issue is that Goldman’s
expenses are up sharply, particularly
Street Savvy
Here’s how Goldman Sachs measures up against its banking peers.
Recent
Company / Ticker Price
Goldman Sachs Group / GS $348.10
Bank of America / BAC 45.75
Citigroup / C 64.46
The lobby of the compensation, which rose 33% last value is an important corporate goal.
Goldman Sachs
headquarters
year, to $17.7 billion. Investors worry Given its valuable capital-light
building in lower that the firm is having to pay up to businesses, such as investment bank-
Manhattan. attract talent and retain it. ing and asset management, Goldman
Goldman plays down the concerns. is likely worth considerably more than
“Our pay-for-performance philoso- book value. Earnings of $40 a share
phy means compensation is variable during 2022 would be very respect-
in both directions,” Denis Coleman, able—nearly double 2019 levels—and
Goldman’s chief financial officer, tells translate into a solid return on equity
Barron’s. “If this year is different from of about 14%. Goldman earned a re-
2021, we can take it down.” cord $59.45 a share in 2021.
Goldman’s book value could top Its shares now yield 2.3% after the
$310 a share by the end of 2022, firm raised its dividend 60% in 2021.
meaning that the stock trades for 1.1 Another dividend increase is a good
times forward book value. That sug- bet in 2022.
gests little downside. The book value Goldman is due to update investors
has only about 5% in intangible assets. in February on its strategic initiatives
And the firm takes an old-fashioned rolled out in early 2020. So far, it has
view that steadily expanding book delivered on its three main goals of
expanding and strengthening existing
franchises, diversifying its business
mix, and boosting what had been me-
diocre returns. Investors will be eager
to see if Goldman raises its targeted
Market 52-Wk 2021 2022E 2022E Price / Div return on equity, now a floor of 13%.
Value (bil) Change EPS EPS P/E Book Ratio Yield Goldman’s Coleman says: “We have
a top-five asset manager as part of
$121.6 19.8% $59.45 $40.31 8.6 1.2 2.3% Goldman Sachs. We have a consumer
369.6 41.5 3.44 3.21 14.3 1.5 1.8 digital bank with differentiated prod-
ucts in growth mode inside Goldman
127.9 1.9 7.67 8.17 8.4 0.7 3.2 Sachs. We have a leading investment

if less lucrative, markets, “Goldman’s JPMorgan Chase / JPM 147.66 436.4 8.6 15.36 11.40 13.0 1.7 2.7 bank inside Goldman Sachs and a
earnings should be dramatically leading sales and trading business.”
higher than where the firm was enter- Morgan Stanley / MS 99.83 176.9 33.4 8.01 7.67 13.0 1.8 2.8 The sum of those parts is probably
ing the pandemic,” says Devin Ryan, Wells Fargo / WFC 55.00 213.7 69.4 4.95 3.87 14.2 1.3 1.5 worth much more than Goldman’s
an analyst at JMP Securities. He has current market value of $120 billion.
an Outperform rating and a $460 E=estimate. Sources: Bloomberg; company reports Its franchise keeps getting stronger. B
14 BARRON’S January 24, 2022

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 January 24, 2022 BARRON’S 15
S I Z I N G U P S M A LL- CA P S

A Mortgage
Cooper estimates that Xome, which
hasn’t generated profits for months,
could produce $50 million of pretax

Company
earnings this year and $150 million in
2023. Cooper sold a title business for
$500 million in 2021, and Bray expects
Xome to fetch “considerably more.”

Cheering Estimates vary widely, but in a bull-

case scenario, valuing the asset at 10
times estimated 2023 earnings of $150

Rising Rates
million, it would be worth $1.5 billion.
Cooper does face obstacles. Rising
rates are likely to depress mortgage
originations and profits on loan sales
to Fannie Mae and other agencies.
Analysts expect revenue to fall 31%, to
Unlike many of its mortgage peers, $2.3 billion, and earnings to slide 34%,
Mr. Cooper should prosper as to $5.61 per share, in 2022, according
rates rise. The reason: Its crown to consensus estimates.
Yet Cooper could also snap up
jewel, mortgage servicing
MSRs as the market gets tougher,
pressuring loan issuers to sell the
rights at discounts. “We’re seeing that
By DAREN FONDA happen as we speak,” says Bray. MSRs

R
ising mortgage rates could
put a chill on housing. A
30-year loan is averaging
3.5%, up from 3% just last
month. If rates keep rising
as the Federal Reserve
tightens monetary policy,
housing stocks will struggle as home
loans grow less affordable. The outlook
doesn’t look great for mortgage origina-
tors either, with volumes likely to fall.
But one mortgage company could
be a winner: Mr. Cooper Group
(ticker: COOP). The company, re-
branded from Nationstar Mortgage in
2017, originates loans like other hous-
ing lenders. But about half its revenue
comes from servicing—processing
payments, handling escrows, and deal-
ing with loan issues. Cooper earns a
higher percentage of its revenue from
servicing than any other major mort-
gage company. And the business gains
value in a rising-rate climate—boosting
the asset on Cooper’s balance sheet.
Cooper’s stock, at around $42, is up
3% this year, outperforming pure-play
mortgage issuers like Rocket Cos.
(RKT), which is down 6%.
Cooper’s stock could just be gaining
momentum. Its book value should keep
Illustration by Alex Nabaum
federal moratorium on foreclosures
expired last summer. Cooper aims to
sell Xome once it recovers. Analysts
estimate that it could fetch $750 million
to $1 billion—roughly 20% to 30% of
Cooper’s market cap of $3.2 billion.
“The value of Xome isn’t in our
share price or book value,” Cooper
CEO Jay Bray tells Barron’s. “The
business is starting to come back, and
we’ll actively try to sell it once we feel
the market has normalized.”
Based in Dallas, Cooper is the larg-
est nonbank mortgage servicer in the
country and fourth-largest overall.
The firm handles payments for 3.5
million customers, with balances of
Mr. Cooper Group
Mortgage-loan origination and servicing
Headquarters: COOP (Nasdaq)
Dallas $45
Recent Price: $42.97
52-Wk Change: 45.2% 40
Market Value (bil): $3.2
2022E Sales (bil): $2.3 35
$668 billion on their loans. Cooper
aims to reach $1 trillion in servicing
balances over the next three years
through a mix of refinancing existing
customers, issuing new loans, and
buying mortgages from other firms.
After Cooper issues a loan, it sells it to
a government agency like Fannie Mae
or Freddie Mac; they bundle loans
into mortgage-backed securities. Coo-
per retains the servicing rights, typi-
cally worth a quarter-percentage point
of a loan’s interest rate.
Cooper’s MSRs are its crown jewels
in a rising-rate climate. Higher rates
shrink the pool of borrowers who opt
for refinancing into cheaper mortgages.
That creates a longer lifespan for ser-
vicing rights, extending their cash
flows. “Our MSRs are clearly going to
increase in value as rates go up,” says
Bray. Rivals like Rocket derive only
about 5% of total revenue from servic-
ing, against 50% for Cooper.
Cooper’s MSRs are worth $3.7 bil-
lion. They should gain $200 million
for every quarter-point increase in
mortgage rates, according to company
should reach 60% of revenue in the
next year. And, says Bray, “We have a
war chest with significant capacity to
buy back shares and assets.”
Compass Point Research analyst
Giuliano Bologna sees Cooper’s book
value at $62 at the end of 2023. By
then, he estimates, Cooper will have
$1.5 billion in excess capital, not in-
cluding a sale of Xome. If Xome fetches
$700 million, the company could be
sitting on $2.2 billion of excess cash
above working capital and reserve re-
quirements. “The amount of capital it’ll
be able to generate is extremely large in
relation to its market cap,” he says.
Piper Sandler analyst Kevin Barker
calls Cooper his top pick with a $60
price target. “It’ll be more sensitive to
rising rates than nearly every other
mortgage company,” he says. Xome
could be worth $16 per share in a sale,
he estimates, pushing Cooper’s book
value up to $66 by 2023. At his $60
target, the shares would still trade
below book, assuming the stocks rises
with the company’s asset value.
The market may be unwilling to
look past the hit to Cooper’s earnings
and revenue as rates rise. And inves-
tors may need to see more gains in as-
set value before pushing shares higher.

rising, with gains in its mortgage ser-
vice rights, or MSRs. The stock trades
at less than ones times book value, a
relatively low multiple. Cooper also
owns an auction platform for fore-
closed properties, called Xome. Inven-
tory on Xome is picking up, since a
filings. “These changes in rates can be One hedge fund manager is betting
2022E Net Income
(mil): $409 30 a huge tailwind for the value of that Cooper’s book value will continue
MSRs,” says Ben Schweitzer, a portfo- to rise. “They’re very sharp guys, and
2022E EPS: $5.61
lio manager at Ellington Management, I wouldn’t be shocked if the company
25
2022E P/E: 7.7 a hedge fund that owns the stock. were sold at a big premium to the cur-
Feb. 2021 '22 Xome, meanwhile, should rebound rent share price,” he says. “It’s a cheap
E=estimate
Source: FactSet as the foreclosure pipeline picks up. stock in an expensive market.” B
 27
16 BARRON’S January 24, 2022

2022 BARRON’S ROUNDTABLE WEEK 2

WAYS TO BEAT
THE MARKET
Mario Gabelli, Henry Ellenbogen,
David Giroux, and Abby Joseph Cohen share
Getty Images (3); courtesy of J.B. Hunt
their favorite investment picks

STORY BY L A U R E N R . R U B L I N
ILLUSTRATIONS BY ALVVINO
January 24, 2022 BARRON’S 17

}
The short-term opportunity for
Liberty Braves is that Georgia is one
of the few states that hasn’t legalized
online gaming. If it does, that could
be an incremental game changer.”
Mario Gabelli
18
“There is no easier way to make money in
the market than to buy a great company
under pressure due to short-term con-
cerns.” So said the newest member of the
Barron’s Roundtable, David Giroux of T.
Rowe Price, at our annual gathering on Jan.
10, on Zoom. For better—and worse—there’s
plenty to choose from these days, given
a market selloff that has dragged the
Nasdaq Composite into correction
territory, and shows no sign of ending.
In this week’s second 2022 Round-
table installment, Giroux highlights six
stocks that, to his mind, have been un-
fairly punished. He’s joined by Gamco’s
Mario Gabelli, Henry Ellenbogen of
Durable Capital, and Abby Joseph Co-
hen, formerly of Goldman Sachs and
now a professor of business at Colum-
bia University’s Graduate School of
Business, all of whom present their
own best bets for the year ahead.
Consider these investment ideas the
silver lining in the cloud that now
darkens financial markets. The edited
conversation below has the full details.
Barron’s: Mario, what appeals to
you this year?
Mario Gabelli: I’ve been talking
about the Atlanta Braves for a while.
They won the World Series last year,
an extraordinary turn of events. You
can invest in the Braves through Lib-
erty Braves Group [ticker: BATRA],
a tracking stock controlled by John
Malone’s Liberty Media. It trades for
$28, and there are 60 million shares
outstanding. The company also owns
the land around Truist Park, where
the Braves play in Atlanta. We esti-
mate the team and the land could be
sold for around $40 a share, with $2.5
billion for the baseball team and $600
million for the real estate operation.
The short-term opportunity for Lib-
erty Braves is that Georgia is one of
the few states that hasn’t legalized
online gaming. If it does, that could be
an incremental game changer for
sports-related companies in Georgia.
The short-term speed bump is cen-
tered on Major League Baseball and
players’ union negotiations.
I’m always optimistic about the New
York Knicks, and we still like Madison
Square Garden Sports [MSGS],
which is trading around $170 a share.
When Jimmy Dolan [whose family
controls the voting stock] finishes
building the MSG Sphere in Las Vegas,
we think he’ll sell Madison Square
Garden Sports. The company could go
for 20% to 25% more than the current
share price in the next two years.
What else do you like?
Gabelli: ViacomCBS [VIAC] has 650
million shares outstanding, trading at
$35 apiece. The company is controlled
by National Amusements through
the ownership of voting stock con-
trolled by Shari Redstone. It is run by
Bob Bakish. ViacomCBS has approxi-
mately $12 billion of net debt, but is
selling CBS Studios Center in Los
Angeles. ViacomCBS has an equity
market capitalization of $25 billion.
This is a pittance, a morsel, for a larger
company that wants to get into the
content-creation business. The ques-
tion is: What would motivate Shari
Redstone to sell?
ViacomCBS could have revenue of
around $30 billion this year. Ebitda
[earnings before interest, taxes, depre-
ciation, and amortization] is about $5
billion. If I were to advise Bob Bakish
on what to tell Shari, I’d say spin off the
TV stations. There are many ways to
monetize the value of ViacomCBS.
He’d be happy to hear from you.
Gabelli: Shifting gears, rising crop
prices are providing a tailwind to farm-
BARRON’S January 24, 2022
equipment companies. CNH Indus-
trial [CNHI] trades around $16. It
recently spun off Iveco Group [IVG-
2022 Roundtable
.Italy], a truck and powertrain manu-
Panelists
facturer that I’m also recommending.
Agriculture accounts for about $16
billion of CNH’s revenue, and con- Todd Ahlsten
struction machinery, about $3.5 billion.
CIO and lead portfolio manager,
It will benefit from the passage of the
infrastructure bill. Finance operations
contribute another billion dollars in
Parnassus Core Equity fund
Parnassus Investments
revenue. We see earnings accelerating
over the next two years, from $1 to
San Francisco
$1.30-$1.40 a share.
CNH holders got one share of Iveco
Rupal J. Bhansali
CIO and portfolio manager
for every five shares of CNH. Iveco is
selling for around 10 euros [$11.34]
International & Global Equities
Ariel Investments
and has about 270 million shares. It
has about $1 billion of cash. Exor
New York
[EXO.Italy], the Agnelli family’s hold-
ing company, owns 25% to 30% of the
Scott Black
stock. Iveco has an 8% market share
in European Class 8 trucks and a 17%
Founder and president
Delphi Management
to 20% share of the bus market in Boston
Europe.
In the U.S., there are one million Abby Joseph Cohen
From top: Karen Santos; Rick Wenner; Angela Owens; Philip Vukelich; Mary Beth Koeth (2); Guerin Blask; Stephen Voss; Rick Wenner; Mary Beth Koeth
cars in inventory on dealer lots, down Professor of Business
from three million typically. Prices are Graduate School of Business
going up. The rental-car companies Columbia University
and the fleet buyers will have to re-
New York
plenish their fleets at some point. As a
consequence, light-vehicle production
will have to rise in excess of sales for
Sonal Desai
the next two years to normalize cars CIO and portfolio manager
on dealer lots. This benefits suppliers Franklin Templeton Fixed Income
of original equipment components San Mateo, Calif.
and systems.
We like Genuine Parts [GPC] and Henry Ellenbogen
Dana [DAN]. Both companies have CIO and managing partner
144 million shares outstanding. I
Durable Capital Partners
wouldn’t have mentioned Dana, al-
though the CEO has done a good job, Chevy Chase, Md.
and free cash flow is going to surge.
They’re going to earn $3.50 to $4 a Mario Gabelli
share in free cash flow over the next Chairman and CEO
two years, compared with supply- Gamco Investors
chain-affected cash flow of $90 million Greenwich, Conn.
or so in 2021. But Carl Icahn knocked
on Dana’s door about a year ago and David Giroux
got two seats on the board in an agree-
CIO, T. Rowe Price Investment
ment last week [Jan. 7]. His ownership Management and portfolio manager,
stake is limited to 20%. Icahn has com- Capital Appreciation fund
plemented the work accomplished thus
T. Rowe Price, Baltimore
far by CEO Jim Kamsickas, as Dana
utilizes the cash flow from its core driv-
eline business to position the company William Priest
for the next-generation vehicle electrifi- Executive chairman and co-CIO
cation technologies. Epoch Investment Partners
New York
Why do you like Genuine Parts?
Gabelli: The company benefits from Meryl Witmer
inflation. If there are 270 million cars
General partner
on the road and the average age is just
under 13 years, they will need repairs. Eagle Capital Partners
The price of auto parts has been rela- New York
 January 24, 2022 BARRON’S 19

tively flat for the past 10 to 15 years.

Genuine sells $13 billion a year of auto
parts. If its price for the auto parts it
sells goes up 3% or 4% and mix and
gross margins are relatively constant, it
will have higher revenue to cover more
controllable selling, general, and ad-
ministrative expenses. The same is true
for AutoZone [AZO] and O’Reilly
Automotive [ORLY]. The difference is
that Genuine uses LIFO [last in, first
out] accounting for its U.S. auto-parts
business. The use of LIFO defers pay-
ment of taxes on profits bolstered by
inflation, as the low cost attached to
inventory is kept on the books.
Earlier this month, Genuine bought
Kaman Distribution Group, which
sells industrial and automation parts.
This business should help add auto-
mation to its operations. We think
Genuine Parts could earn $7.50 a
share this year, compared with $6.70
in 2021, and over $8 in 2023. The
stock is at $138.
Next, we need to focus on the Earth
and its climate. In the short term, we
need to have adequate natural-gas and
oil reserves to meet demand. Current
estimates for global consumption are
100.6 million barrels of oil a day, and
global production is 100 million bar-
rels a day. About 10% of the supply
that has to be replaced yearly reflects
declining production rates. Since the
industry has underspent for the past
five years, capital spending has to
catch up. Global exploration-and-
production capital expenditures for
this year are projected to be around
$355 billion, up 18% from 2021, but
still down from peak spending of
nearly $710 billion in 2014.

What are your energy plays?

Gabelli: I am recommending Dril-
Quip [DRQ] and Halliburton [HAL].
Dril-Quip has 35 million shares. At

}
$22, down from $60 a share, it has a
market cap of $770 million and no
debt, plus $10 a share in cash. It makes
wellheads and other products for off-
The best companies
shore wells, and a shallow-water well-
head that has potential for carbon cap- execute on their core
Dreamstime (2); courtesy of Warby Parker

ture and sequestration. Expect to see

higher offshore activity in 2022; Drip- business and also invest
Quip will benefit. The company should
report losses for 2021 and 2022, but in additional growth. Vail
will enjoy a surge to $2 per share in
earnings 24 months from now.
Halliburton has 890 million shares
Resorts is an example.”
outstanding. At $26, it has a market
cap of $23 billion and $6.5 billion of net
Henry Ellenbogen
debt. Industry capacity has finally
been rationalized, so with higher activ-
20 BARRON’S January 24, 2022

}
ity levels this year, Halliburton can
push through higher pricing and gen-
erate more free cash flow. It is focused
on reducing debt and improving its
financial flexibility. I look for earnings
of $2 a share for 2023, up 25% from
$1.60 this year.
Lastly, Grupo Televisa [TV]
Combine
serves the Hispanic market. The
stock trades for $10, and the com-
the value
pany has 560 million shares. Grupo
Televisa has been in front of the Fed- of GE’s
eral Communications Commission
for about nine months seeking ap- businesses,
proval for the merger of its content
operations into U.S.-based Spanish- back out
language programmer Univision.
Grupo Televisa will own 45% of Uni-
vision if the merger goes through.
[liabilities],
You can buy Televisa’s Mexican cable
and satellite business for six times
and the
Ebitda, and get 45% of Univision,
which is likely to go public within a sum of the
year, for free.
parts may
Thanks, Mario. Now, let’s hear
from Henry. be $160 a
Henry Ellenbogen: I look to invest in
companies with a strong core business share in
that have executed well and demon-
strated an ability to invest in their
next growth application. If you aren’t
two years.”
both executing and investing for the
future, you are moving backward. David
Second, these companies have good Giroux
cultures. Their CEOs exemplify what
we think of as an ownership mental-
ity. Third, we believe these companies
will benefit from what the world is
going to look like postpandemic.
MSCI [MSCI] has been public
since 2007, and the stock has com- the business? embodies an ownership mind-set. He leading segments: intermodal and
pounded at well above 20% a year Ellenbogen: The traditional global has been CEO of MSCI since before its dedicated contract services, or DCS.
since its initial public offering. MSCI’s index and research business is another spinout from Morgan Stanley [MS]. The company also offers brokerage
primary business is the creation of 60% of revenue, and growing annually We think MSCI can earn roughly $17 a services. Underlying these businesses
stock indexes that have become stan- by double digits. Both segments (tradi- share in 2023 and that the stock can is a terrific culture.
dards for measuring global equity per- tional market-weighted and ESG) ben- compound in line with high-teens earn- We are particularly excited about
formance. Its indexes also determine efit from the continuing trend toward ings growth. DCS, which contributes $2.6 billion of
holdings of exchange-traded funds investing through ETFs, which are an Todd Ahlsten: We own S&P Global revenue and is 30% of Ebit [earnings
representing $1 trillion of assets under inexpensive way to express investment [SPGI]. Can you unpack the margin before interest and taxes]. J.B. Hunt

Courtesy of GE (2); courtesy of Thermo Fisher; Dreamstime

management.
Over the past 12 years, MSCI has
also built a leading ESG [environmen-
tal, social, and governance] and climate
franchise that includes research to
assess a company’s ESG impact, tools
to measure portfolio exposure to cli-
mate risk, and indexes based on ESG
factors. ESG and climate risk are in-
creasingly important factors in driving
investment decisions. MSCI’s revenue
from its ESG and climate business
segment is now 6% of the total and
growing at 50%-plus rates.
What is the outlook for the rest of
views. ETF assets under management
account for roughly 15% of industry
assets and will continue to gain share.
Investors increasingly talk about
double-bottom-line investing. MSCI
offers an example, as its ESG and cli-
mate franchise, and its ETF business,
both will continue to gain share. ESG
ETFs accounted for roughly 20% of
ETF inflows in 2021. In Europe, ESG
ETFs represented roughly 50% of ETF
inflows. MSCI indexes have about a
70% share of ESG and climate-related
indexes’ assets under management.
MSCI’s CEO, Henry Fernandez,
opportunity for MSCI?
Ellenbogen: S&P is a terrific fran-
chise. MSCI is much more of a pure
play on index creation, and has had a
significant head start in ESG and cli-
mate risk. Because MSCI is investing
so aggressively in this segment, we
don’t see a lot of margin expansion.
But we encourage that investment.
My second pick is J.B. Hunt
Transport Services [JBHT]. For any
company in transportation or supply-
chain logistics, 2021 was a true test of
operating ability. J.B. Hunt exemplifies
excellence. It has built two market-
provides outsourced transportation
ownership and management of truck
fleets, and focuses on companies with
five to 25 trucks. It estimates it can
save customers 10%, versus internal
solutions. It is the only scaled player
in this segment. Its DCS business has
a customer-retention rate of 98%.
J.B. Hunt is also the No. 1 player in
handling intermodal freight [freight
carried by rail and truck], with a 40%
market share. Intermodal accounts for
about 60% of Ebit. Historically, this
segment has grown at double GDP
[gross domestic product]. The inter-
January 24, 2022
modal segment has had an inconsis-
tent financial profile in recent years,
but some of the headwinds have
reverted, and rail service should con-
tinue to improve. Intermodal could be
a double-digit growth segment for the
next several years.
J.B. Hunt started investing aggres-
sively in digital brokerage in 2018. It
can now offer customers a full service
between its own and third-party assets.
We see J.B. Hunt earning about $10 a
share in 2023, and believe the stock
will trade at 25 times earnings.
Scott Black: More than 60,000
truckers have resigned in the past five
years. Is J.B. Hunt having trouble
finding drivers?
Ellenbogen: One reason the DCS
business saw 20% growth last year is
because small and midsize companies
are having trouble finding and retain-
ing drivers. These companies are in-
creasingly converting their fleets to
J.B. Hunt’s DCS business. One of J.B.
Hunt’s core competencies is recruit-
ing, training, and retaining drivers,
and its retention rate widened relative
to the industry last year.
Moving on, 2021 saw about 300
traditional IPOs. About two-thirds of
the IPOs ended the year below their
offering price. Warby Parker
[WRBY], my next pick, stands out to
us. It was founded in 2010 and came
public last year. It is run by two excep-
tional founders/co-CEOs, Neil Blu-
menthal and David Gilboa. We have
known the company well since 2014.
Warby is an omnichannel retailer
selling eye-care, including glasses and
contact lenses. The U.S. market for
glasses, lenses, and eye exams is about
$35 billion, and has seen consistent
growth driven by two things. One is
the strain of digital devices on the
eyes, and the aging of the population,
which requires more glasses. Second,
the industry’s structure has been codi-
fied as a two-step distribution model
due to EssilorLuxottica’s [ESLOY]
consolidation of the market and the
lobbying efforts of optometrists. The
result is an attractive retail industry
that sees consistent price inflation.
Warby’s direct-to-the-consumer model
allows it to sell glasses at roughly half
the price of its relevant competitors.
The growth is just getting started.
We estimate Warby will report
about $550 million in 2021 revenue.
Its market share is less than 2%. In
the next three years, we see 30% an-
nual growth, driven by the addition of
20% more stores a year and same-
store sales growth of close to double
digits. The company is free-cash-flow
positive. Physical retail accounts for
about 60% of sales, and online, 40%.
Strong unit economics are going to
improve because Warby is adding
optometrists to its stores. Historically,
customers have had to bring in third-
party prescriptions. The company has
160 stores and could grow to more
than 600 stores. Warby Parker could
sell at 30 to 35 times Ebitda, resulting
in a stock price of about $79 in two
years, up from less than $40 today.
I first mentioned my next two picks
at the 2018 Roundtable. The best com-
panies execute on their core business
and also invest in additional growth.
Vail Resorts [MTN] is an example.
I talked earlier today about two
pandemic-related changes that are
here to stay: Many knowledge workers
can now work remotely, and the U.S.
population is undergoing a migration.
Many people are heading to the moun-
tain states. Vail benefits from these
trends, and from declining supply.
There are 15% fewer ski resorts in the
U.S. today than in 1990.
There are about 10.5 million Ameri-
cans who ski, and they ski, on average,
five to six times a year. As people have
more flexibility, the number of high-
quality ski days could more than double.
Vail transformed the industry by lower-
ing the cost of a season pass. A second
company, Alterra, also reduced the cost
of its season pass and created a competi-
tive environment for a few years. Last
year, Vail announced it was reducing its
season pass by 20%, but Alterra didn’t
follow suit because it doesn’t own many
of the mountains on its pass.
The last part of our thesis is Vail’s
management team. Former CEO Rob
Katz became executive chairman last
year, and Kirsten Lynch, who built the
company’s world-class direct-market-
ing capabilities and turned Vail into a
data-networking company, became
CEO. We think she will continue to do
an excellent job.
Tell us about Vail’s valuation.
Assuming no change to industry
growth, Vail can support midteens
cash-flow growth. In that case, free
cash flow should total about $19 a
share in 2023. If the stock trades at
around 20 to 25 times free cash flow,
that gets you a $400 to $450 stock. If
our demand-growth thesis works out,
free cash flow will be closer to $21 a
share and the stock could trade for 25
to 30 times free cash flow. That implies
BARRON’S
a price of $525 to $600.
David Giroux: Can you talk about
the outlook for capital allocation? Is
there still a lot of opportunity for
acquisitions?
Ellenbogen: The capital-allocation
story isn’t as strong as in the past, as
fewer big assets are independent. But
when Vail buys something unique, it
not only makes the asset more valu-
able, but the asset also makes the com-
pany more valuable. In December, it
bought Seven Springs in Pennsylvania
for $125 million. We like the deal.
In the period between Delta and
Omicron, we got a glimpse of a normal
future. In third-quarter 2021 earnings,
you can see the underlying growth
power of many companies. Shopify
[SHOP] distinguished itself in this
environment. It’s two-year com-
pounded growth rate was 70%. In
2018, I pitched Shopify as an early-
stage growth company with the poten-
tial to be much larger. At that time,
U.S. e-commerce was a $500 billion
business, growing 14% a year.
Amazon.com [AMZN] had a 32%
share, and Shopify had only 3%. Four
years later, e-commerce has grown to
$900 billion. Amazon has gained nine
share points and Shopify has gained
eight, so it now has about 11.5% of the
market. We believe Shopify will truly
become a platform company.
Meaning what, in this case?
Ellenbogen: Increasingly, e-com-
merce companies are switching their
internal or third-party platforms to
Shopify. The company is highly profit-
able while also growing rapidly.
Shopify has transitioned from an e-
commerce seller service to an om-
nichannel company. Its GMV [gross
merchandise value] in the third quar-
ter of 2021 was up 35%. We estimate
that Amazon’s U.S. GMV was up 11%.
Shopify’s POS [point of sale] system
has more than doubled its addressable
market in the U.S. Thirty percent of its
revenue this year will be outside of
North America.
Increasingly, e-commerce isn’t hap-
pening on websites. It is happening on
social-media sites, such as Facebook,
Instagram, and TikTok. Shopify has
become the platform that social-media
influencers use to serve their custom-
ers. This could become a major growth
driver in the next couple of years.
Shopify’s take rate is only 160 basis
points [1.6%]. New product offerings
will allow Shopify’s revenue to grow
much faster than GMV. One example is
21
Shopify Payment, Shopify’s answer to
PayPal [PYPL]. PayPal has been
around for more than 20 years. It had
400 million users in the latest quarter.
Shopify Pay had 120 million. PayPal’s
valuation is 50% higher than Shopify’s.
Shopify could have close to $4 billion
in revenue in 2024. It is scaling toward
long-term margins of 40% to 45%. We
believe it should trade at 30 to 40 times
underlying Ebit, resulting in a price
target of $1,350 to $2,000, compared
with a recent $1,144.
Last year, you recommended
Vroom [VRM] and Boston Beer
[SAM]. Both stocks did poorly.
What should investors do now?
Ellenbogen: I would hold on, for dif-
ferent reasons. Although Boston Beer
gained share last year in the hard selt-
zer category, the category didn’t grow
as we expected. Long term, this has
been an excellent company, driven by
A Winning a culture of innovation and strong
channel distribution. We see some
Strategy interesting innovations coming.
Warby Parker’s
I pitched Vroom as an early-stage
direct-to-con-
growth company that we thought
sumer model lets
could be a strong No. 2 to Carvana
it sell eye-wear
[CVNA] as an e-commerce platform
for roughly half of
for used cars. Vroom had inconsistent
rivals’ prices.
execution and has improved its man-
agement team. Although 2022 is likely
$35 Bil to be a tough year in the used-car mar-
ket, the stock has an attractive valua-
Size of the U.S. tion, and we believe there is room for
market for glasses, multiple players.
lenses, and eye
exams. It’s growing Thanks, Henry. David, you’re next.
as the population Giroux: We look for companies that
ages and people deploy capital well, generate lots of
use more elec- free cash flow, and have strong man-
tronic displays. agement teams. We like stocks that are
out of favor due to short-term con-
cerns. I began following General
Electric [GE] in 2003 when it was
the largest company in the S&P 500
index. By 2018, the company wasn’t
even in the top 50. A big reason was
poor capital allocation. GE has strug-
gled because of the impact of Covid on
its largest business, aerospace. That
has obscured a powerful turnaround,
a vastly improved balance sheet, and
massive simplification of the business.
GE’s aerospace business tends to
grow faster than most industrials. In
2024, as in 2019, we expect 90% of the
segment’s earnings to come from less-
cyclical aftermarket and military prof-
its. GE Aerospace is a market-share
gainer. It has a much healthier engine-
installed base than peers.
Where should GE Aerospace trade
22 BARRON’S January 24, 2022

today, or in a couple of years? The

average industrial conglomerate is
trading for 24 times the next 12
months’ earnings. The median is at 22
times. I always underwrite a conser-
vative case, so let’s say the business
can trade for 23 times $4.50 a share in
future earnings. That gives you a
value of $103 a share. But it could
easily trade for 25 times $5 a share in
earnings, and be valued at $125.

GE is planning to spin off its

healthcare and energy businesses
in the next two years. How do you
value them?
Giroux: The healthcare business is
improving, relative to several years
ago. Margins are higher, and the man-
agement is stronger. The business
could see 10% earnings-per-share
growth, with strong margin growth
for the next five years.
For every dollar of net income, GE’s
healthcare unit generates more than a
dollar of free cash flow. Most medical-
device and capital-equipment compa-
nies have 60% to 80% free-cash-flow
conversion. The unit’s high-quality
earnings could support a higher mul-
tiple. Long term, the business will
acquire businesses with faster growth
and higher recurring revenue. Or-
ganic growth should be 4% to 5%. We
think the spun-off healthcare business
will trade around 20 times earnings of
$2.22 a share in 2024, yielding a $44
value in two years.
People aren’t paying enough atten-
tion to the power and renewables
business. We think it will earn about
$1.80 a share in 2024, and trade for 15
times that. The multiple assumes the
power business is worth five times
Ebitda, and the renewables business,
14 times Ebitda. That gets you to about
$27 a share. Combine the value of GE’s
businesses, back out $15 a share of
pension deficit and long-term-care-

}
insurance future cash outflows at the
end of 2023, and the sum of the parts
could be $160 a share in two years,
reflecting 60% upside.
My next pick, Becton, Dickinson
[BDX], was a blue-chip healthcare

Courtesy of Toyota; courtesy of Pfizer

stock a few years ago. Earnings grew
about 10% a year. The stock traded at
a 15% to 20% premium to the market.
A regime change in drug development has
Then what happened?
occurred at Pfizer that will bring continued
Giroux: Becton acquired C.R. Bard
in 2017 for $24 billion and levered up
benefits.”
about 4.5 times. But the wheels came
off for other reasons, including for- Abby Joseph Cohen
eign-exchange issues and some dilu-
January 24, 2022
tive divestitures. In the past two years,
surgical volumes have been hurt due
to Covid. Becton had to take its Alaris
infusion pump off the market in Feb-
ruary 2020 due to required remedia-
tion. Its diabetes business declined.
Because of the leverage, it couldn’t
grow through bolt-on acquisitions. We
recently re-engaged with the stock.
Becton is spinning off the diabetes
business, which should push the or-
ganic growth rate closer to 6%. Lever-
age has fallen to 2.6 times, and it is
doing more M&A. We expect the
Alaris pump to be back on the market
at the end of this year, which probably
adds about $300 million of high-mar-
gin revenue in fiscal 2023 and ’24. And
if Covid becomes more endemic, Bard’s
core surgical-products business can
return to 6% organic growth.
We see Becton’s profit margins ex-
panding, which will support double-
digit earnings growth. The stock, at
$255, looks cheap on a price to free
cash flow and earnings basis relative
to the market and peers. Sentiment is
bad, which I like, and backward-look-
ing. The core business could earn $17
a share in fiscal 2026, and the stock
could compound at a 13% to 15%
annual rate in the next five years.
Todd recommended Danaher [in
the first Roundtable issue]. It is a great
company, but I am recommending
Thermo Fisher Scientific [TMO].
Two megatrends are driving life-sci-
ences companies. The first is the move
from small-molecule drugs to more
biologics [drugs made from biological
materials] and the growth of gene
therapy and mRNA. All require inten-
sive use of life-sciences tools, and are
in an early stage. Second, small bio-
tech and pharma companies are tak-
ing share from larger companies, and
they tend to outsource more services
and production, which benefits
Thermo. The stock has sold off on the
misguided view that the company
won’t do as well if Covid becomes
more endemic.
What don’t the skeptics see?
Giroux: Thermo has said it expects
to earn $31 to $32 a share in 2025.
Prepandemic, the market perceived
Thermo as a company with organic
revenue growth of 6%. It traded at a
125% premium to the market. Today,
due to acquisitions and internal invest-
ment and a shift to faster-growing
businesses, it is capable of 8% organic
growth per year, and midteens growth
in earnings per share. Yet it is trading
around a 23% premium to the market.
Thermo’s earnings are growing at twice
the market’s organic growth rate, and
the company has below-average cycli-
cality. Outside of large-cap tech, very
few companies have this sort of profile.
Plus, Thermo has one of the best CEOs
I have encountered. We think the stock
could gain a high-20s multiple and has
50% upside over the next three years.
Keurig Dr Pepper [KDP] is my
favorite consumer staple. It was cre-
ated by the 2018 merger of Keurig
Green Mountain and Dr Pepper
Snapple Group. Despite higher infla-
tion, it has met or beat the financial
targets set at the time of the merger.
KDP has some of the best brands in
carbonated soft drinks.
The coffee business is one of the
fastest-growing in consumer staples.
Former Keurig management had a
flawed strategy of keeping coffee-pod
prices artificially high and keeping
Keurig a closed platform. The new
management team took prices down,
removed costs, and signed long-term
agreements to manufacture pods for
other coffee companies. Lower pod
prices have driven consumer adop-
tion. In 2015, about 22 million people
were using the Keurig system. Now
there are 33 million users.
Abby Joseph Cohen: There is an
expectation on the part of commodity
producers that coffee prices are going
to move notably higher this year.
What is the potential impact on KDP?
Giroux: They don’t buy coffee for
partners; they package it in the pods.
Higher prices won’t hurt their profit
margins. As for demand, the average
pod price is below 50 cents now, so if
it goes up a few cents, that is still a
better deal than buying coffee at
Starbucks [SBUX].
KDP basically has the same algo-
rithm as Coca-Cola [KO] and PepsiCo
[PEP], with mid-single digit revenue
growth that translates into high-single
digit EPS instead of profit growth. Yet,
it trades for a 10% to 15% discount to
Coke and Pepsi. Free-cash-flow con-
version of 100%-plus is much better
than at Coke and Pepsi, and unlike
those companies, KPD has excellent
capital allocation.
KDP has four areas of optionality.
The company has a $53 billion market
cap and should be added to the S&P
500 within the next two years. Also, a
joint venture between KDP and Pepsi
on the distribution of carbonated soft
drinks would benefit shareholders of
both. Third, more Keurig coffee sys-
BARRON’S
tems will be connected to the internet
in time, allowing for more automated
ordering. That would create more
value for the ecosystem and potentially
a new revenue source for KDP. Finally,
KDP has $4 billion of excess capital it
can deploy in the next three to four
years. We expect the stock to rise 30%
in the next two years.
TE Connectivity [TEL] is a great
way to play the growth of electric vehi-
cles. About 50% of its business is in the
transportation segment, and the major-
ity of that is highly proprietary connec-
tors for the automotive market. TE’s
content per vehicle is roughly two times
more for EVs than internal-combustion
vehicles. If you believe the industry’s
bullish projections, their content per
vehicle could accelerate beyond a cur-
rent 5% to 6% growth rate. In the next
decade, autonomous driving could pro-
vide another boost to the business.
TE has exited the more-volatile,
lower-margin connector business for
mobile phones and sold its undersea-
cable business. They’ve built a fast-
growing sensor business, a medical
business, and a high-end connector
business focused on the cloud. They
also have a growing connector business
focused on renewables.
Margins have improved, along with
free-cash conversion, which is now
around 100%. TE used to trade at
about a 10% discount to the market.
Today, it trades at about a 5% dis-
count, based on fiscal 2023 estimated
earnings. But the business is so much
better today than five or 10 years ago.
TE’s closest peer, Amphenol [APH]
trades for 28 times 2023 estimates,
while TE has a multiple of 19. We
think TE will earn $9 a share in fiscal
2024 and trade at 23 times earnings,
giving the stock 30% upside, divi-
dends included, over two years.
As for my last pick, there is no eas-
ier way to make money in the market
than to buy a great company under
pressure due to short-term concerns.
There are plenty these days.
Amazon.com has dramatically lagged
other big tech stocks and the market
in the past year. Its core retail busi-
ness is facing difficult comparisons
postpandemic. First-quarter revenue
and profit expectations may be too
high, and comps won’t get easier until
the third quarter. Also, retail margins
have disappointed. Amazon’s retail
business is trading in line with Wal-
mart [WMT] on an enterprise value
to sales basis, based on 2023 numbers.
23
If you were to separate out the high-
multiple and high-growth advertising
business, you could argue that you
were paying negative value for the
retail segment. The margin disap-
pointment relates to the magnitude of
square-footage additions in the past
two years. When expansion slows,
margins will expand again.
The market is so fixated on retail
that it has missed the value of Ama-
zon Web Services, or AWS, which is
conservatively worth 12 times sales, or
$1.15 trillion, based on 2023 estimates.
We expect this business to grow reve-
nue by $14 billion to $15 billion in
2021, a 30% increase. Given 10% to
15% of TAM [total addressable mar-
ket] penetration by AWS and cloud-
computing companies, there is a long
runway for growth. We think Ama-
zon’s stock could double in four years,
assuming a multiple of 10 times sales
for AWS and 35 times normalized
earnings for the retail and advertising
business, based on 2027 estimates.
Perking Up Thank you, David. Abby, you’re up.
Keurig sales rose Cohen: The market’s gains, particu-
after Keurig Dr larly until last year’s third quarter,
Pepper began were concentrated in specific sectors.
making pods Performance was also concentrated in
for competitors. the U.S., which dramatically outper-
formed other equity markets over the
33 M
past several years. As we discussed
earlier, inflation has become an issue,
and interest rates are going to rise,
Keurig coffee pod which has an impact on stock and
users now, versus fixed-income selection, not just asset
22 million in 2015. allocation. There is a presumption be-
hind a lot of asset-allocation decisions,
and products such as target-date funds,
that returns will remain what they
historically have been. I’m not picking
on target-date funds. I am only sug-
gesting that it is important to look at
the valuation of assets at the time an
investor buys in. I worry that there
could be a reckoning in 2022 if interest
rates rise; holders of fixed-income mu-
tual funds might be surprised to learn
that they could lose money in what
they thought was a safe investment.
The equity market will see increased
volatility this year. With the global
economy growing, equities will notably
outperform fixed income, although I
don’t think equities will have a good
year. P/E ratios will compress. We are
beginning to see more careful attention
paid to stock selection.
That’s a perfect segue to picks.
Cohen: I, too, am recommending
Fiserv [FISV], as did Todd [in the
24
first Roundtable issue]. When inves-
tors look for sectors that underper-
formed in the past year or two, and
which might perform better in a ris-
ing-rate environment, financial ser-
vices will be in that category. Fiserv is
a well-established payments proces-
sor. Investors haven’t been enthusias-
tic about it because they have been
focused on newer fintech companies.
Also, Fiserv had made an acquisition,
Clover, that wasn’t yet fully integrated
into their operations. The stock fell
11% last year, which makes the valua-
tion more appealing. Earnings are
likely to grow around 10%, with reve-
nue growth a little lower. It’s a cash
generator, and can buy back shares or
make an acquisition. It trades for
about 18 times earnings.
Pfizer [PFE] underperformed the
pharmaceuticals sector for many years.
Then the pandemic hit, and Pfizer and
its partner BioNTech [BNTX] devel-
oped a successful Covid-19 vaccine,
garnering much attention from inves-
tors. The shares rose 50% or so in the
past 12 months, and are now trading
around $56. While last year’s vaccine
sales surge might not be repeated in
2022, a regime change in drug develop-
ment has occurred at Pfizer that will
bring continued benefits. For example,
the company reported in December that
its initial data on Paxlovid showed it is
90% effective in reducing Covid-related
hospitalizations among those with the
virus. The drug may be a game changer
in turning Covid from pandemic to
endemic, and Pfizer announced a large
increase in 2022 production.
Pfizer also announced agreements
with two smaller biotech companies,
BioNTech and Beam Therapeutics
[BEAM], to continue development of
messenger RNA vaccines and other
approaches to treating disease. Pfizer
has the distribution and manufactur-
ing capability, and mRNA technology
has many uses. Additionally, the com-
pany expects to have an Omicron-
specific vaccine available, likely in
March. It may not be needed. But the
fact that Pfizer has developed and
produced this in short order, and will
have it ready for distribution, tells you
something about the way the company
conducts itself. Pfizer has also been a
leader in providing vaccine doses for
use outside the U.S. and other devel-
oped economies. The big global health
challenge in 2022 will be distributing
vaccines in poor countries.
Based on consensus estimates, Pfizer
is trading for about eight times this
BARRON’S January 24, 2022
2022 Roundtable Picks, Week 2 What else do you still like?
Cohen: Siemens [SIEGY] is the larg-
est industrial manufacturing com-
pany in Europe. It focuses on electri-
cal engineering products for the
Abby Joseph Cohen Henry Ellenbogen energy and healthcare markets,
Company / Ticker Price 1/7/22 Company / Ticker Price 1/7/22 among others. Medical equipment
and infrastructure accounts for 40%
Fiserv / FISV $108.83 MSCI / MSCI $552.00
to 50% of sales. Siemens is also a
Pfizer / PFE 55.72 J.B. Hunt Transport Services / JBHT 200.11 leader in making electrical systems
Intuitive Surgical / ISRG 324.29 Warby Parker / WRBY 39.71 for so-called sustainable buildings.
Toyota Motor / 7203.Japan JPY2,307.50 Vail Resorts / MTN 308.12 Its products are used in smart infra-
Siemens / SIEGY $86.39 Shopify / SHOP 1,144.48 structure. It is involved in cleaner
transport and is a major producer
SolarEdge Technologies / SEDG 248.91
of rolling stock—equipment for
commuter rails and freight systems.
Mario Gabelli Industrial companies should do
David Giroux Company / Ticker Price 1/7/22
well in an environment of economic
Company / Ticker Price 1/7/22
growth and moderate rises in infla-
Liberty Braves Group / BATRA $28.05
tion and interest rates, and the com-
General Electric / GE $101.40 Madison Square Garden Sports / MSGS 168.42
pany scores well based on ESG met-
Becton, Dickinson / BDX 254.15 ViacomCBS / VIAC 35.39 rics. Also, for the first time in recent
Thermo Fisher Scientific / TMO 607.07 CNH Industrial / CNHI 16.15 memory, growth is better in Europe
Keurig Dr Pepper / KDP 37.30 Iveco Group / IVG.Italy €10.29 than the U.S.
TE Connectivity / TEL 158.57 I expect U.S. GDP to grow by
Dana / DAN $23.93
about 3% this year. Growth in Europe
Amazon.com / AMZN 3,251.08 Genuine Parts / GPC 138.94
might be somewhat faster than that.
Dril-Quip / DRQ 22.70 Fiscal policy is still supportive in
Halliburton / HAL 26.02 Europe, and Germany’s new govern-
Source: Bloomberg Grupo Televisa / TV 10.01 ment has indicated it wants to sup-
port capital spending, including in
“green” categories in which Siemens
operates. Also, the European Central
year’s expected earnings. It has a divi- began to look for non-U.S. growth op- Bank won’t be as anxious as the Fed
dend yield approaching 3%. Cash flow portunities. I expect that to continue. to start raising interest rates this
can support a 3% yield and a planned Like many traditional car companies, year. Siemens trades for 18 times
25% to 30% increase in research-and- Toyota Motor [7203.Japan] didn’t get consensus estimated earnings for
development spending this year. a lot of respect from investors in recent the fiscal year ending next Septem-
years, given the enthusiasm for Tesla ber, and 16 times fiscal 2023 esti-
What else intrigues you? and some other EV-focused entities. Last mates. It yields 3.4%.
Cohen: Intuitive Surgical’s [ISRG] year, auto makers dealt with supply- My last pick, SolarEdge Technol-
stock made a low of $227 in the past 12 chain problems and a shortage of semi- ogies [SEDG], builds photovoltaic
months, and a high of $370. It was conductor chips. This year will be a systems and solar inverters. It is
recently $326. Intuitive is well-known catch-up year for global auto production. known mainly for residential work.
for the da Vinci system used in robotic Although stocks like Tesla may con- It is getting more attention now for
surgeries. Many procedures were de- tinue to benefit from optimism around its energy-storage backup systems,
layed during the pandemic due to over- EV adoption, I expect there will be in- the value of which has become more
worked hospital staff and facilities, and creasing attention on established auto obvious in recent climate disasters.
the business hasn’t fully recovered to makers with the capital structure, lon- It is also developing battery chargers
pre-Covid levels. The stock’s perfor- gevity, manufacturing expertise, and for electric vehicles, and larger-scale
mance could improve this year as sur- brand loyalty to have success in this inverters that can be used by utility
geries increase; there is a backlog in area. Toyota produced about 10 million companies. SolarEdge stock was
demand. In addition, the company is vehicles last year, and sold 2.3 million in down almost 30% in the past 12
introducing a new multiport robot that the U.S. Tesla had a great year; it sold months, amid worries about competi-
is even more capable than prior ma- around 900,000 cars globally. It will tion and the company’s ability to
chines. It also has some new diagnos- take time for EV adoption to become make some of these new products.
tics systems. Intuitive has strong cash widespread. Toyota is developing EVs, The stock is trading for 34 times con-
flow and no long-term debt. The stock and is No. 1 in hybrid vehicles using sensus earnings estimates for 2022.
isn’t cheap: It is trading for about 50 gasoline and battery power. This is im- Gross margins are about 32%; the
times this year’s expected earnings. portant because charging stations aren’t cost of goods sold has been rising,
Return on equity is around 17%. Post- widespread. The stock sells for about but not as rapidly as revenue. So-
pandemic, the company can do well. 10.5 times earnings for the fiscal year larEdge continues to spend heavily
My next two picks are repeats from ending in March 2023 and has a pro- on R&D.
the 2021 Midyear Roundtable. The jected yield of 3%. Return on equity is
stocks did well late last year, as investors about 12%. Thank you, Abby. B
January 24, 2022 BARRON’S 25

B A R R O N ’S T O P-P E R F O R M I N G
By LAUREN FOSTER

H
istory books have yet to reveal the final

SUSTAINABLE
chapter of 2021, a year that lurched between
the promise enshrined in synthetic mRNA,
the revolutionary technology behind the first
Covid-19 vaccines, and the peril posed by
billion-dollar weather and climate disasters,
a growing political divide, and the ongoing
struggles over racial and economic inequality.

FUNDS
Our sixth annual performance ranking of the most sustainable funds shows
that investing in sustainable companies can lead to market-beating returns.
But one thing is certain: As these disparate events
played out on the national stage, investors poured gobs
of money into funds buying sustainable companies.
Some $56.3 billion flowed into the funds in the first nine
months the year, more than the $51.2 billion for all of
2020. As of September 2021, assets in sustainable funds
totaled more than $330 billion. And the funds generally
proved to be rewarding, according to Barron’s sixth an-
nual ranking of actively managed U.S. large-company
stock funds with an above-average sustainable ranking
Illustration by KIERSTEN ESSENPREIS
26 BARRON’S January 24, 2022

from Morningstar. surprisingly, the top funds on our list THE BOOM IN ESG FUNDS
More than a quarter of the funds held companies with strong earnings
Investors have been buying funds that take environmental, social, and gover-
that we ranked—41—beat the S&P and revenue potential. That’s partly
nance factors into account at a rapidly increasing rate. These funds had net
500 index’s total return of 28.7%, why more than 25% of the funds
outflows in 2012; a decade later, they’re at more than $56 billion in inflows.
a much better turnout than the 19% on our list beat the S&P 500’s return,
of all active managers who beat the whereas just 19% of all actively man- Estimated ESG Net Flows (bil)
index. In all, the 157 sustainable aged funds beat the market, accord- 2012
funds that we tracked returned ing to Morningstar Direct.
26.1%. (A list of the top 100 funds
“We are It is worth noting, however, that
2013

begins on page 29.) finally in only 28 of the 157 funds on the list 2014

It was an eventful year for sustain- have a sustainability mandate. Morn- 2015
able investors, culminating in the 26th
the era ingstar essentially takes a snapshot of 2016
United Nations Climate Change Con- where you each portfolio and gives it a sustain- 2017
ference in Glasgow, Scotland, in No-
vember. The annual summit helped
don’t have ability grade based on the companies
it owns—a high sustainability rating
2018

underscore the challenge and urgent
need for action if we are to avoid the
catastrophic effects of global warming.
Climate change, in particular, has be-
come increasingly important to busi-
nesses and investors—although the
effects of the pandemic are still reveal-
ing great inequality that is also in focus.
Investment managers of all stripes are
seeking out companies that not only
generate strong profits, but also do well
when it comes to environmental, social,
and governance, or ESG, factors.
“For folks who are focused on
sustainability—what interesting times,”
says Katherine Collins, head of sustain-
able investing at Putnam Investments
and portfolio co-manager of the $582
million Putnam Sustainable Future
(ticker: PMVAX) and the $6.8 billion
Putnam Sustainable Leaders
(PNOPX) funds.
“The importance of key sustain-
ability issues is more and more obvi-
ous on a day-to-day basis,” adds Col-
lins. “We are finally in the era where
you don’t have to explain why this is
a relevant business issue, or why
fundamental analysis needs to incor-
porate relevant sustainability focus.“
Indeed, a recent Morgan Stanley
report showed that 79% of U.S. indi-
vidual investors are interested in sus-
tainable investing. Among millennial
investors, that figure was at an all-
to explain doesn’t necessarily mean that ESG
why this is criteria are a priority for these funds.
Indeed, the first eight funds, ranked
a relevant by 2021 performance, don’t have a
business sustainability mandate. And 62
funds—all of which don’t have a
issue.” sustainability mandate—appear on
Katherine Collins, the list for the first time this year.
head of Tom Marsico, the celebrated
sustainable
investing, Putnam growth investor whose Marsico
Investments Growth fund (MGRIX) was No. 2 on
the list for 2020, says he invests in
companies where “there’s a lot of
intellectual property,” and almost by
default “that leads to what I consider
to be clean companies that don’t have
huge impacts on the air or water or
other areas that would impact your
life.” These companies also tend to be
leaders in providing good healthcare
for employees and inclusive work
environments, he adds.
To construct our list, Barron’s
looked at all of the actively managed
large-company stock funds—both
mutual and exchange traded—that
earned a “high” or “above average”
sustainability rating from Morning-
star. We included all funds with an
explicit mandate to invest according
to any sustainable or ESG principles—
even though some of them have lower
2019
2020
2021*
$0 20
*2021 data through Sept. 30.
sustainability ratings from Morning-
star. We then ranked them according
to their 2021 performance. (For more
on our methodology, see the box
below.)
The No. 1 and No. 2 spots on our list
are the $1.3 billion HCM Tactical
Growth (HCMGX) and the $1.3 bil-
lion HCM Dividend Sector Plus
(HCMNX) funds, both managed by
Vance Howard, CEO and portfolio
manager of Howard Capital Manage-
ment. “I’ve been the portfolio man-
ager on virtually every trade this firm
has ever made,” says Howard, who
founded the firm in 1999.
The quantitative shop uses a pro-
prietary technology called the HCM-
BuyLine, a “stop-loss indicator” de-
signed to mitigate downside risk and
“remove emotion from the investing
process.” Tactical Growth is very
concentrated, with just 22 stocks, and
40 60
Source: Morningstar
can own companies in any industry
or of any size. The fund was over-
weight technology stocks in 2021,
and its positions in Nvidia (NVDA)
and Advanced Micro Devices
(AMD) helped drive performance.
Its largest holding is Amazon.com
(AMZN), but the fund has a very
high active share, 79 out of 100—a
measure of how different it is from
the index.
The Dividend fund is also concen-
trated, though it has about 50 stocks,
all of which pay a dividend. One of
the best performers was a big stake
in the iShares Select Dividend
ETF (DVY). Toward the end of 2021,
Howard also bought AT&T (T). “We
bought that at around $23.50, almost
paying a 9% dividend yield. It was
just such a low-risk trade.” The stock
is currently trading around $27 a
share.
Though Howard doesn’t incorpo-

OUR METHODOLOGY
time high of 99%.

Y
et performance remains a top
concern. Morgan Stanley’s
report found that 70% of indi-
vidual investors believed that
sustainable investing meant sacrific-
To construct our list, Barron’s looked at all of the U.S. large- though some of them may have lower sustainability ratings
company stock funds in Morningstar’s universe. All actively from Morningstar.
managed funds—mutual and exchange traded—with more than A further note on the methodology: For each fund on the list,
$300 million in assets were initially included. we’ve chosen the most accessible share class, usually the A

Courtesy of Putnam Investments

ing some financial returns. But the
authors demurred. “This stands in
contrast to the performance data,”
Morgan Stanley says.
The performance of many funds
on the Barron’s list bears this out.
High-quality companies tend to
score well on sustainability, and not
We then screened for funds that received a “high” or “above
average” sustainability rating from Morningstar. These ratings
are based on each fund’s holdings on a particular day; they do
not reflect how a portfolio may have changed over the year.
We also included all funds that have an explicit mandate to
invest according to any sustainable or ESG principles—even
shares, investor shares, or no-load shares. But in some cases,
the fund offers shares only through more-exclusive channels,
such as financial advisors or other institutional accounts. We’ve
included those funds too, but note that these share classes
might not be available to all investors and might have higher
minimum initial purchase requirements. — Evie Liu
January 24, 2022 BARRON’S 27

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28 BARRON’S January 24, 2022

“We trade a lot of tech stocks....That brings

sustainability to a very attractive level.”
Vance Howard, CEO and portfolio manager,
Howard Capital Management

Uncover
rate ESG metrics into his stock-
picking, he says he wasn’t altogether
surprised to debut on the list this
year. “We trade a lot of tech stocks;
(ALB), Nucor (NUE), and Old Do-
minion Freight Line (ODFL).
The fund isn’t managed for
sustainability, but Harding says he is

hidden
we really don’t trade a lot of energy
and things like that. So, that brings
our sustainability to a very attractive
level,” he says.
seeing more of the firm’s asset
managers do more in this area. “The
largest asset-management companies
that we’ve partnered with have added

investment
No. 3 is the $6.5 billion JNL/
Goldman Sachs 4, another fund
making its first appearance on the list
to their resources in sustainable
investing,” he says. “They’ve
integrated more ESG into their
processes. It is an important trend in

gems
—and another quant fund. Sold by
Jackson National Life, the fund is
available only to clients of Jackson’s
variable annuity products. It’s
managed by two subadvisors,
Goldman Sachs and Mellon Capital
Explore our Stock Picks hub Management.
“Goldman Sachs is responsible for
for expert investing ideas, running the quantitative screens and
identifying the list of stocks that look
stock picks, and concrete attractive based on various metrics.
Mellon Capital is responsible for trad-
advice on how to navigate the ing those securities,” explains Bill
Harding, senior vice president and
market. It’s your one-stop shop chief investment officer at Jackson
National Asset Management, a subsid-
for all things stock picking — iary of Jackson that serves as the in-
vestment manager responsible for
bookmark it to keep tabs on selecting and monitoring the external
asset managers of the JNL funds.
the next opportunity. Goldman screens for stocks that
look attractive on value, quality, and
momentum factors, and typically
FIND OUT MORE owns them in equal parts. Last year,
Harding says, the momentum factor
BARRONS.COM/STOCKPICKS provided the biggest boost to perfor-
mance, along with good choices in the
consumer-discretionary, technology,
materials, and industrials sectors.
the industry.”
No. 4 is the $2.4 billion Glenmede
Quantitative U.S. Large Cap
Growth Equity fund (GTILX), up
from 102 last year. Alex Atanasiu,
portfolio manager and quantitative
equity officer at Glenmede Investment
Management, says there are five
guiding principles for the fund, the
first of which is a systematic
approach.
“We want to pick up on factors that
are present across market cycles
systematically, so we rebalance each
month,” he says. Most of these factors
are straightforward—valuation and
other fundamental ratios, such as
earnings-estimate revisions. The fund
has less emphasis on momentum—
how quickly a stock is rising—because
“momentum is a very finicky factor.”
While the fund doesn’t have a
sustainability mandate, Atanasiu
views the strategy as an “ESG-
integrated strategy.”
No. 5 is the $8.4 billion Fidelity fund
(FFIDX), run by Jean Park. Launched

Courtesy of Howard Capital Management; courtesy of Fidelity

The fund benefited from being
underweight Amazon, which was
a “relative laggard” in the sector, and
from owning retailers such as Lowe’s
(LOW) and Kohl’s (KSS). Other posi-
tive contributors included Seagate
Technology Holdings (STX), Juni-
per Networks (JNPR), Albemarle
nearly 100 years ago, on April 30,
1930, the fund is making its first
appearance on the list.
Park’s investment process is
focused on quality and valuation.
She likes high-quality, durable
businesses. “My sweet spot is finding
companies that generate positive free

While the fund doesn’t have a sustainable

mandate, Park says that “ESG is definitely
© 2022 Dow Jones & Company, Inc. All rights reserved. 4E5288
a part of my holistic investment process.”
Jean Park, manager, Fidelity fund
January 24, 2022 BARRON’S 29

HOW THE MOST SUSTAINABLE FUNDS FARED IN 2021 Barron’s looked at all of the funds given an “above average” or “high” sustainability rating from
Morningstar, and ranked them according to one-year performance. Here are the top 100 funds;
for a list of all 157 funds, go to barrons.com/topsustainablefunds.
= A fund highlighted in green indicates that it has a sustainable mandate.

RANK TOTAL RETURN Morningstar Fund Assets Expense

2021 2020 Fund / Ticker 2021 2020 3 Years* 5 Years* Sustainability Rating Under Mgmt (mil) Ratio

1 NA HCM Tactical Growth / HCMGX 40.2% 53.4% 36.0% 25.0% Above Average $1,320.8 1.65%
2 NA HCM Dividend Sector Plus / HCMNX 38.5 29.1 29.1 17.0 Above Average 1,352.0 1.64
3 NA JNL/Goldman Sachs 4 / NA 36.3 4.9 20.3 13.6 High 6,541.5 0.05
4 NA Glenmede Quant US Large Cap Gr Equity / GTILX 34.0 18.9 27.5 20.1 High 2,485.5 0.68
5 NA Fidelity / FFIDX 33.7 26.5 29.1 19.9 Above Average 8,419.2 0.47
6 NA SEI US Equity Factor Allocation / SEHAX 33.6 13.4 23.4 NA Above Average 1,012.7 0.32
7 NA GMO US Equity III / GMUEX 32.7 13.8 23.9 15.2 High 481.3 0.51
8 NA Dodge & Cox Stock / DODGX 32.6 7.3 20.8 14.3 Above Average 91,916.1 0.52
9 55 Parnassus Endeavor / PARWX 32.6 27.6 29.4 18.0 High 5,480.3 0.94
10 37 Amana Growth / AMAGX 32.0 32.9 31.1 23.9 High 3,747.2 0.96
11 NA VALIC Company I Systematic Value / VBCVX 31.9 -2.6 15.7 10.2 Above Average 541.6 0.87
12 NA Hartford Dividend and Growth / IHGIX 31.9 7.9 21.2 14.6 Above Average 15,478.9 1.00
13 NA Northern US Quality ESG / NUEIX 31.9 20.2 NA NA High 489.5 0.61
14 80 AB Concentrated Growth / WPASX 31.8 21.1 28.8 21.1 Above Average 1,514.6 1.01
15 94 Franklin U.S. Core Equity / FCEUX 31.7 19.4 NA NA Above Average 1,455.0 0.01
16 NA Allspring Large Cap Core / EGOAX 31.5 8.2 21.0 14.7 Above Average 545.2 1.23
17 69 Pax Large Cap / PAXLX 31.4 23.9 28.3 19.4 High 1,569.3 0.95
18 NA MM Equity Asset / MSEJX 31.2 20.7 26.4 17.2 Above Average 403.9 0.22
19 NA JPMorgan U.S. GARP Equity / JIGAX 31.0 27.5 27.1 20.8 Above Average 1,299.2 0.90
20 56 Eaton Vance Atlanta Capital Focused Growth / EAALX 31.0 26.9 29.6 24.1 High 595.1 1.03
21 NA Jensen Quality Growth / JENSX 30.9 18.6 24.7 19.1 Above Average 10,931.1 0.82
22 48 Carillon ClariVest Capital Appreciation / HRCPX 30.9 29.0 28.7 20.6 Above Average 636.1 1.11
23 NA JPMorgan US Research Enhanced Equity / JDEAX 30.9 20.6 26.0 17.8 Above Average 5,876.3 0.84
24 NA Pax US Sustainable Economy / PXGAX 30.9 13.5 21.9 16.1 High 314.7 0.90
25 43 Delaware Ivy Large Cap Growth / WLGAX 30.7 30.9 30.5 23.3 High 6,425.4 0.98
26 20 Brown Advisory Sustainable Growth / BIAWX 30.7 38.9 31.5 24.2 High 6,926.3 0.80
27 NA City National Rochdale US Cor Eq Svc / CNRVX 30.2 14.7 24.4 18.2 Above Average 439.0 0.76
28 66 Calvert Equity / CSIEX 29.9 24.3 28.0 22.2 High 6,745.8 0.91
29 NA Evercore Equity / EWMCX 29.8 24.3 29.3 20.4 High 371.4 0.98
30 NA Vanguard Windsor II / VWNFX 29.7 14.7 23.2 14.9 Above Average 61,313.6 0.34
31 NA MFS Blended Research Core Equity / MUEAX 29.7 15.3 22.8 15.3 Above Average 1,195.4 0.81
32 NA BNY Mellon Equity Income / DQIAX 29.6 3.7 18.1 13.2 Above Average 1,056.2 1.08
33 NA Janus Henderson Growth And Income / JDNAX 29.6 10.2 20.7 16.3 High 7,422.1 1.01
34 NA Federated Hermes MDT Large Cap Value / FSTRX 29.2 6.4 17.3 11.3 Above Average 1,296.7 1.17
35 NA LSV Value Equity / LVAEX 29.0 -1.5 16.5 10.0 Above Average 1,963.3 0.91
36 87 BlackRock Advantage Large Cap Core / MDLRX 29.0 19.7 24.1 17.0 Above Average 3,548.8 0.93
37 96 American Century Sustainable Equity / AFDAX 28.9 19.2 25.6 18.4 High 3,770.3 1.04
38 NA BlackRock Sustainable Adv Large Cap Core / BIRAX 28.9 22.3 25.6 17.8 Above Average 683.9 0.98
39 NA Sterling Capital Equity Income / BAEIX 28.9 8.6 19.9 15.4 Above Average 2,489.4 1.04
40 NA Boston Trust Walden Equity / WSEFX 28.9 13.4 23.4 17.0 Above Average 352.7 1.06
41 28 William Blair Large Cap Growth / LCGFX 28.9 36.6 33.0 26.4 Above Average 1,106.0 0.80
42 29 American Century NT Growth / ACLTX 28.7 36.3 31.5 23.9 Above Average 1,574.6 0.61
43 NA Fidelity Dividend Growth / FDGFX 28.6 2.5 17.7 12.7 Above Average 7,043.3 0.49
44 NA Carillon Eagle Growth & Income / HRCVX 28.5 6.5 17.7 13.9 Above Average 1,012.9 0.96
45 NA Applied Finance Select / AFVLX 28.5 15.6 24.2 NA High 336.0 1.23
46 82 Parnassus Core Equity / PRBLX 28.4 21.4 25.5 17.7 High 31,696.7 0.84
47 NA VALIC Company I U.S. Socially Responsible / VSRDX 28.2 16.1 23.5 16.4 High 847.9 0.60
48 NA Sterling Capital Special Opportunities / BOPAX 28.2 13.3 21.4 14.9 Above Average 676.0 1.12
49 NA Glenmede Quant US Large Cap Core Equity / GTLIX 28.1 7.7 18.5 13.9 High 1,405 0.67
50 NA AB Relative Value / CABDX 28.0 3.0 17.0 12.4 Above Average 2,085.8 0.95
51 NA YCG Enhanced / YCGEX 27.9 17.3 26.6 18.9 High 541.2 1.19
52 NA PIMCO RAE US / PKAAX 27.9 3.9 18.1 12.2 Above Average 1,286.0 0.84
53 NA Nuveen Dividend Growth / NSBAX 27.9 9.7 21.5 15.3 Above Average 6,970.3 0.92
54 81 DFA US Sustainability Core 1 / DFSIX 27.9 21.4 25.7 17.6 Below Average 5,779.1 0.25
55 51 Fidelity Magellan / FMAGX 27.7 28.4 26.2 18.8 Above Average 32,611.4 0.79
56 NA Lord Abbett Affiliated / LAFFX 27.7 -1.0 15.6 10.6 Above Average 6,628.5 0.71
57 NA Weitz Value / WVALX 27.7 18.7 24.7 16.2 High 1,024.1 1.11
58 68 BNY Mellon Appreciation / DGAGX 27.6 24.2 27.2 19.3 Above Average 2,594.4 0.89
59 NA Invesco Rising Dividends / OARDX 27.5 13.6 22.2 14.6 High 3,215.8 1.04
60 NA USAA Income Stock / USISX 27.5 0.6 16.0 11.4 Above Average 3,014.5 0.70
Note: Data through Dec. 31, 2021. *Annualized. NA=not applicable. Source: Morningstar Table continues on the following page
30 BARRON’S January 24, 2022

RANK TOTAL RETURN Morningstar Fund Assets Expense

2021 2020 Fund / Ticker 2021 2020 3 Years* 5 Years* Sustainability Rating Under Mgmt (mil) Ratio

61 NA BlackRock Advantage Large Cap Value / MDLVX 27.5% 3.9% 17.1% 11.7% Above Average $669.2 1.10%
62 NA DWS CROCI US / DCUAX 27.5 -12.5 12.3 9.1 Above Average 750.9 0.98
63 98 Nicholas / NICSX 27.4 19.1 24.7 17.4 Above Average 3,886.4 0.71
64 79 DFA US Large Cap Growth / DUSLX 27.3 22.0 25.6 19.2 Above Average 2,884.3 0.19
65 26 Nuveen Winslow Large-Cap Growth ESG / NWCAX 27.3 37.6 29.8 23.9 High 889.4 1.14
66 31 American Century Growth / TCRAX 27.3 34.9 30.1 22.5 Above Average 13,016.4 1.21
67 NA Virtus NFJ Large-Cap Value / PNBAX 27.1 2.2 16.2 11.3 Above Average 340.8 1.06
68 71 State Street US Core Equity / SSAQX 27.1 24.0 26.4 18.5 Above Average 7,131.1 0.15
69 NA T. Rowe Price Dividend Growth / PRDGX 27.0 14.1 22.7 16.6 Above Average 22,050.1 0.63
70 NA Lazard US Equity Concentrated / LEVIX 27.0 9.1 21.1 13.8 Above Average 1,957.3 0.76
71 NA Columbia Dividend Income / LBSAX 27.0 7.7 19.8 14.5 Above Average 39,851.7 0.92
72 74 VALIC Company I Large Capital Growth / VLCGX 26.9 22.5 28.1 21.5 Above Average 757.6 0.75
73 67 BNY Mellon Sust US Equity / DTCAX 26.9 24.2 26.8 17.2 Above Average 573.8 0.99
74 86 TIAA-CREF Social Choice Equity / TICRX 26.9 20.3 24.5 16.8 Above Average 7,620.9 0.44
75 NA ClearBridge Large Cap Value / SINAX 26.8 5.9 19.1 11.9 Above Average 3,075.1 0.86
76 NA Olstein All Cap Value / OFAVX 26.8 11.2 21.5 NA Above Average 753.4 1.39
77 NA Neuberger Berman Multi-Cap Opportunities / NMUAX 26.8 12.4 21.0 15.6 Above Average 495.6 1.18
78 12 BlackRock Advantage Large Cap Growth / BMCAX 26.8 34.1 29.2 20.7 Above Average 1,129.4 1.08
79 NA GuideMark Large Cap Core Service / GMLGX 26.8 22.5 24.4 16.9 Above Average 729.8 1.15
80 NA Lord Abbett Dividend Growth / LAMAX 26.7 15.6 21.6 15.1 Above Average 3,548.1 0.95
81 76 TIAA-CREF Social Choice Low Carbon Equity / TNWCX 26.7 22.6 25.6 17.4 Above Average 1,112 0.31
82 NA GMO Quality III / GQETX 26.7 18.6 24.8 20.0 Above Average 9,038 0.50
83 NA MFS Equity Income / EQNAX 26.6 8.5 19.2 13.2 Above Average 331.8 0.99
84 NA Pioneer Core Equity / PIOTX 26.6 21.0 25.3 17.4 Above Average 2,197.6 0.90
85 NA American Beacon The London Co. Income Equity / ABCAX 26.4 8.6 19.8 13.3 High 1,867.4 1.05
86 39 AMG Montrusco Bolton Large Cap Growth / MCGIX 26.6 32.3 29.9 21.3 Above Average 330.6 0.99
87 18 TCW Select Equities / TGCEX 26.3 39.6 30.5 23.9 High 914.1 0.77
88 NA Touchstone Large Cap / TACLX 26.2 10.2 19.0 13.5 Above Average 378.7 1.53
89 NA Ave Maria Rising Dividend / AVEDX 26.0 6.6 19.2 13.3 High 961.7 0.92
90 NA American Funds American Mutual / AMRMX 26.0 5.0 16.5 12.6 Above Average 87,725.6 0.58
91 NA Nicholas Equity Income / NSEIX 25.9 9.0 20.9 13.5 Above Average 503.9 0.72
92 NA Fidelity Blue Chip Value / FBCVX 25.9 -4.5 13.0 8.5 Above Average 569.2 0.58
93 NA AB Equity Income / AUIAX 25.9 4.4 17.0 11.8 Above Average 564.6 1.00
94 33 Pioneer Disciplined Growth / PINDX 25.8 34.3 30.3 21.0 Above Average 1,982.5 1.02
95 NA Fidelity Value Discovery / FVDFX 25.7 8.0 18.1 11.3 Above Average 3,364.9 0.75
96 62 Aberdeen US Sustainable Leaders / GXXAX 25.6 25.6 26.6 17.7 Average 485.2 1.26
97 NA Frost Growth Equity / FACEX 25.5 32.5 27.7 22.3 Above Average 432.1 0.88
98 32 Principal Blue Chip / PBLAX 25.5 34.5 29.9 23.2 Above Average 10,492.2 0.92
99 NA Thrivent Core Low Volatility Equity / NA 25.5 5.9 16.3 NA Above Average 1,092.0 0.03
100 NA American Century Select / TWCAX 25.3 33.8 29.3 21.5 Above Average 4,965.0 1.24
SPDR S&P 500 ETF Trust / SPY 28.7% 18.4% 26.0% 18.3% $474,960 0.09%
Note: Data through Dec. 31, 2021. *Annualized. NA=not applicable. Source: Morningstar

cash flow, where fundamentals are
improving,” she says, which “also
tend to be sustainable companies.”
Park also digs into a company’s
track record on capital allocation.
“I like to see signs of positive capital
allocation. So, whether that means
that there’s a focus on using the free
cash flow to fund buybacks,
dividends, or creative mergers and
acquisitions, those are all part of the
mosaic of what leads me to look at
investments.”
Alphabet (GOOGL), Microsoft
(MSFT), and Apple (AAPL) helped
drive performance. So did Nvidia.
Park sold her stake in Nvidia in late
2019 but started buying again in late
2020, and now it’s the sixth-largest
position in the fund.
While the fund doesn’t have a
sustainable mandate, Park says that
“ESG is definitely a part of my
holistic investment process.”
Fund managers are seeing more
evidence of sustainable investing
becoming de rigueur.
Park says she relies heavily on
Fidelity research, which increasingly
focuses on ESG. “I like looking at
ESG and saying, ‘Wow, I think this
has the potential to be a much bigger
category.’ And can I look at stocks in
a different way, or just have another
input into my process that helps me
think, ‘What are the ones that I’m
going to want to own for the longer
term that might also be beneficiaries
and score really well on these
metrics?’ ”
Brandon Geisler, a portfolio
manager at Marsico, believes that in
the future, the industry will do a
much better job when it comes to
sustainable investing.
“It’s increasingly just a part of
running a great business,” he says.
“You have to consider all these
things, and particularly if you want
incremental investment in your
business and consider all your
stakeholders, versus maybe 15 to 20
years ago, [when] you could be much
more focused on one particular
stakeholder.”
For Putnam’s Collins, 2021 was in
some ways a watershed year. “We’re
getting beyond the entry-level
discussion on some of the biggest and
most interesting and important
issues of our time,” she says. “If you
go back a few years, many investors
and many company management
teams were just starting to look at
things like the carbon intensity of the
business. That is a really important
starting point.
“I don’t want to dismiss that at
all. But that has really dramatically
accelerated, and now we’re having
much more sophisticated discussions
around: What does a circular
economy look like? And if you are
already addressing your carbon
intensity, how might you further
improve that by thinking about the
full life cycle of your products out in
the world?”
Investors are increasingly using
mutual funds to do just that. B
 January 24, 2022
How Publix Chain
Puts the ‘Super’
In Supermarket
The employee-owned Florida grocer has margins that Kroger and
Albertsons can only dream of, thanks to its unusual corporate culture
By ANDREW BARY
S
upermarkets are a notori-
ously difficult business:
fierce competition, low mar-
gins, and cost pressures.
One chain that stands
above the rest is Publix
Super Markets. The Florida
grocer has net margins (net income
divided by sales) of 7% to 8%. Com-
pare that with margins of just 2%
for the two biggest grocery chains,
Kroger (ticker: KR) and Albertsons
(ACI). And Publix earned $2.6 billion
in the first nine months of 2021, more
than Kroger’s $2.1 billion, despite gen-
erating a third of Kroger’s sales.
Already tempted to buy some Publix
stock? You can’t—unless you work
there. Publix is owned by employees,
board members, and the founding
Jenkins family. Its shares do not trade
publicly.
The private company valued itself
in November at about $45 billion in
a quarterly assessment of its shares.
Publix doesn’t disclose how much
stock the average employee owns.
But Barron’s estimates the figure at
more than $150,000 worth, adjusting
for roughly $9 billion reportedly held
by the Jenkins family. Many longtime
staff members are millionaires.
Sen. Elizabeth Warren, the Massa-
chusetts Democrat, recently accused
Jeffrey Isaac Greenberg/Alamy
Publix, Albertsons, and Kroger of
“earning massive profits while push-
ing grocery cost increases onto con-
sumers.” Yet arguably, Publix should
be garnering praise from the senator.
It’s progressive capitalism at its best—
a success story where workers, not
wealthy investors, are winners.
Founded in 1930, Publix operates
about 1,300 stores, more than 800
of them in Florida. It’s investing to
expand its business in the Southeast
rather than buying back stock, except
from employees who want liquidity.
Why has Publix done so well? It has
a strong and durable corporate culture,
built in part on share ownership.
About 205,000 of the company’s
225,000 employees own stock, which is
granted annually to staff, who can also
purchase shares from the company.
Publix did not respond to requests
from Barron’s to comment.
The stock grants help differentiate
Publix, which isn’t unionized, from
other retailers, says David Livingston
of DJL Research, an industry consul-
tant based in Hawaii. “Their wages
might be lower than their unionized
competitors, but employees know they
come out ahead in the long run, due to
stock bonuses,” he says.
Publix dominates Florida’s super-
market business. Albertsons has no
stores in the state, and Kroger has few.
Kroger rolled out grocery e-commerce
in certain areas in 2021. About the
only major remaining supermarket
rival is Winn-Dixie.
Publix does have to contend with
Walmart (WMT), Target (TGT), and
Costco Wholesale (COST).
Livingston says that part of Publix’s
success is owed to its strong balance
sheet, as well as its ownership of con-
siderable real estate, including all of
its distribution centers and manufac-
turing facilities. Publix doesn’t do a lot
of home deliveries, Livingston notes.
“Because they run great stores, people
enjoy going to them,” he says.
Top management has long experi-
BARRON’S
ence with the company. Its CEO, Todd
Jones, has been with Publix for 41
years, having started as a store clerk.
The 59-year-old, who has a reputation
as a workaholic, is paid modestly by
CEO standards. He earned $3.6 mil-
lion in 2020, against $22.4 million for
Kroger boss Rodney McMullen.
Jones is the first CEO not to be a
member of the Jenkins family. The
family owns an estimated 20% stake
in Publix, and its wealth is estimated
at $8.8 billion, based on the latest
Forbes magazine tally.
Publix was founded in 1930 by
George Jenkins when he was 23. In
1940, he mortgaged a Florida orange
grove to open his dream store, which
had such amenities as air condition-
ing, automatic doors, frozen-food
cases, and terrazzo floors, which were
rare in the industry at the time.
Jenkins installed scales in the front
of stores, so customers could weigh
themselves—a popular feature when
few had scales at home. By the early
1960s, Publix operated 100 stores,
and by 1978, it had about $2 billion
in sales and $32 million in profits.
The company’s history isn’t all rosy.
In 2000, it settled a lawsuit for $10
million alleging that it discriminated
against Black employees in promotions.
The largest employee-owned com-
pany in the U.S., Publix has about 690
million shares outstanding. Its quar-
terly dividend is 37 cents a share,
resulting in $1 billion of annual pay-
ments to shareholders.
31
Publix operates The company sets the stock price
about 1,300 stores,
most of them in quarterly and requires employees to
Florida, including sell shares back to the company if they
this one in Stuart.
want liquidity. The most recent price,
set on Nov. 1, was $66.40 a share, up
from $57.95 on Nov. 1, 2020, and
$47.10 on Nov. 1, 2019.
The current stock price values Pub-
lix at less than 13 times 2020 earnings
and a similar valuation on likely 2021
profits. That’s in line with the price/
earnings ratio for Kroger.
If Publix were a public company,
it probably would trade at a premium
to Kroger. It has a strong balance
sheet—virtually no debt, $2 billion
of cash, and more than $13 billion
in investments—and it has more-
promising prospects, given its domi-
nance in fast-growing Florida.
Publix earned an adjusted $3.7
billion in 2020, when sales surged
almost 18%, to $44.9 billion, as the
pandemic lifted revenue at all gro-
cers. Earnings per share rose to
$5.27 from $3.67 in 2019.
Through the first nine months of
2021, sales rose 5%, to $35.4 billion,
while earnings per share, excluding
changes in the value of the company’s
equity portfolio, were down 3%, to
$3.81. Sales in 2021 may have hit $47
billion, up 38% over the past five
years, or nearly 7% annually.
That’s impressive for the highly
competitive grocery business. How
Publix does business differently ought
to give managers—and investors—
plenty to ponder. B
32
T E C H T R ADER
Netflix Needed a Big
Beat—All We Got
Was More Questions
A
nd just like that, Net-
flix provided a new
appreciation of what
can happen to shares
of good companies
when fundamentals
deteriorate in a vola-
tile stock market.
Netflix (ticker: NFLX) shares have
been struggling for months. Heading
into this past week’s fateful fourth-
quarter earnings report, there were
worries about increased competition
from Walt Disney (DIS), Apple
(AAPL), and others, along with con-
sumers’ reaction to a recent price hike.
With the Nasdaq Composite firmly in
correction territory—down more than
10% from its November peak—the
hope was that an upbeat report could
revive the sagging fortunes of Netflix,
and tech stocks more broadly.
As it turned out, Thursday’s report
was a big deal, just not in the way that
bulls would have liked. Netflix missed
subscriber estimates, the only number
that matters to investors.
For the fourth quarter, Netflix
added 8.3 million users, a little below
the company’s target of 8.5 million.
But the company’s first-quarter fore-
cast was a bigger whiff: Netflix pro-
jected 2.5 million net adds, well be-
low Wall Street’s previous consensus
forecast of 5.7 million. Adding to the
troubles, Netflix projected first-quar-
ter revenue of $7.9 billion, falling
short of $8.2 billion That’s a growth
rate of 10%, down from 16% in the
fourth quarter.
And there were other issues. Net-
flix is projecting a 2022 operating
margin of 19% to 20%, down from
BARRON’S
Netflix’s subscriber miss spurred a selloff across
the streaming landscape, with Roku, ViacomCBS,
FuboTV, and Walt Disney all down on Friday.
Hastings said the crosscurrents from
the pandemic have made the numbers
harder to figure out.
In a letter to shareholders an-
nouncing results, the company also
said that “competition may be affect-
ing our marginal growth,” a slight but
notable change in tone about the risks
from rivals. The company conceded
that its recent subscription price hike
could slow growth. And Latin Ameri-
can net adds were soft, potentially due
to pandemic issues.
Whatever the reason, analysts
weren’t happy. Evercore ISI’s Mark
20.8% in 2021. Netflix also didn’t buy Mahaney, who has been a multiyear
back stock in its latest quarter, instead bull on Netflix shares, cut his rating to
using spare cash to pay for its recent In Line from Outperform. He says the
acquisition of the Roald Dahl catalog. guidance implies the weakest first-
It all adds up to a company experi- quarter subscriber growth in the com-
encing slowing growth, and that raises pany’s history, and he slashed his out-
valuation questions. Netflix shares look for 2022 net subscriber adds to
plunged more than 20% on the news, roughly 17 million, from 26 million.
cutting the streaming giant’s market “While this could be a one-off with a
By Eric J. Savitz value by around $50 billion, roughly myriad of factors in play, we believe
the combined values of Roku (ROKU) that this may also be a sign of Netflix’s
and ViacomCBS (VIAC). Netflix further maturation in more established
shares are now trading about where markets,” he wrote. Morgan Stanley’s
they were at the start of the pandemic. Benjamin Swinburne downgraded the
Netflix’s subscriber miss spurred a stock to Equal Weight, noting that
selloff across the streaming landscape, heavy content spending—an expected
with Roku, ViacomCBS, FuboTV $18 billion this year—isn’t generating
(FUBO), and Disney all down signifi- as much growth as expected.
cantly on Friday. I’ve been unrelentingly bullish
What makes the whole situation about Netflix in this column—count
more worrisome is that Netflix couldn’t me among those who didn’t see this
cleanly explain its soft outlook. coming. But it seems a little late in the
The company said that the debut of game to turn bearish now. Over the
its new content in the first quarter past two years, Netflix has still added
would be skewed toward the end of nearly 55 million subscribers, increas-
the period, with the second season of ing the total by nearly 33%. The com-
Bridgerton, for instance, scheduled for pany has said it expects to be profit-
March. Founder and co-CEO Reed able this year and going forward, and
Netflix may now be a show-me story, but the
stock looks de-risked, down more than 40%
from its November peak. And there is com-
pelling content on the way. “Netflix contin-
ues to have a five-plus year head start on its
peers,” one analyst says.
January 24, 2022
that it plans to be back in the market,
repurchasing stock before long.
In short, Netflix became a bigger
and more profitable company during
the pandemic, with a richer and ex-
panding content catalog. The stream-
ing video trend that it pioneered con-
tinues to erode the legacy television
business. Meanwhile, Netflix has
made an initial foray into mobile vid-
eogames and merchandising, and it’s
getting aggressive about expanding its
international footprint, cutting prices
in India to spur growth.
To be sure, the latest results turn
Netflix into a show-me story, and any
further erosion in growth wouldn’t be
well-received. But the stock looks de-
risked, down more than 40% from its
mid-November peak. And there is
compelling content on the way. The
new season of Ozark was just released.
Stranger Things will be back soon. A
second Squid Game is in the works.
Pivotal Research analyst Jeff Wlo-
darczak wrote in a research note late
Thursday that he’s sticking with his
bullish call on the stock. “Our basic
thesis remains unchanged,” he de-
clared. “Netflix continues to have a
five-plus year head start on its peers,
with a broad focus across most de-
mographics.”
Wlodarczak contends that the
company is still on track to be “the
dominant player globally in the move
to streaming away from traditional
Pay TV,” and he thinks opportunities
remain to grow both global subscrib-
ers and revenue per user.
Despite this quarter’s terrible re-
views, it might be time to start nib-
bling. B
Dreamstime
January 24, 2022
I N C O M E I N V E STI N G
After 2021’s REIT Rally,
Investors Need to Be Picky
By Lawrence C. Strauss
A I
fter a blistering performance in
2021 that was helped by the U.S.
economy’s reopening, real estate
investment trusts have largely
cooled off in the new year.
“The difference this year is that the
market’s just more skeptical,” says Gina
Szymanski, a portfolio manager in the
REIT securities group at AEW Capital
Management. Szymanski, however, has
the same double-digit growth expecta-
tions for REIT net asset values over the
next two years as she did 12 months ago.
The market’s skepticism stems in part
from higher valuations for REITs com-
pared with a year ago and worries about
rising interest rates. The 10-year U.S.
Treasury note’s yield was at 1.83% on
Wednesday, down from nearly 1.87% a
day earlier but well above the roughly
1.3% early last month. And the Federal
Reserve has signaled that short-term rate
increases are in the offing.
REITs, which are popular with income
investors partly owing to their attractive
yields, are required to pay out at least
90% of their taxable income to sharehold-
ers. In theory at least, these stocks could
come under pressure because of more
competition from bonds as yields rise.
REITs last year had good earnings
growth, but they “also had a big multiple
expansion that was a big driver of the
sector’s performance,” says Steve Sakwa,
head of real estate research at Evercore
ISI. The REITs that he follows fetched
about 27 times adjusted funds from oper-
ations, a widely used industry metric
known as AFFO, at the end of Decem-
ber—compared with about 21 times at the
end of 2020.
Although these stocks did well overall,
performance varied markedly by sector.
Regional-mall REITs, which benefited
significantly from the economy’s reopen-
ing last year following pandemic-related
shutdowns in 2020, gained 92%, accord-
BARRON’S
ing to Nareit, a trade association. Self-
storage REITs were another big gainer in
2021, up 79%, followed by shopping cen-
ters (65%), apartments (64%), and indus-
trial (62%).
Bringing up the rear in 2021 were sec-
tors that underperformed owing to the
pandemic, including office REITs, which
returned 22%, and lodging, up 18%—not
terrible but lagging behind many other
REIT sectors as well as the S&P 500’s
29% total return.
The slow pace of employees returning
to the office and the steep slowdown in
business travel have weighed on those
sectors.
But through Jan. 18 of this year, that
pecking order had shifted as investors
rotated into sectors with more of a value
bent. Lodging, office, and healthcare
REITs had all notched gains of around
1% year to date.
In contrast, industrial REITs were
down about 9%, data centers had lost
11%, and regional malls were off about
3.5%.
“We still think fundamentals are good
going into the year,” says Sakwa. “It’s
more about when does Omicron peak
[and] does that reignite growth in places
like business travel and get the consumer
back going again.”
As for the specter of higher interest
rates weighing on REIT shares, Sakwa
says that “REITs don’t have to go down
just because rates go up.”
What often happens under such a sce-
nario, he says, is that REITs trail the S&P
500 “but they don’t always go down.”
Szymanski expects that a rise of 50
basis points, or half a percentage point,
from around 1.8% in the 10-year Trea-
sury’s yield “would probably have very
minimal impact” on REITs.
Ultimately, though, last year’s strong
REIT performance will be tough to re-
peat amid elevated valuations and rising
interest rates. REIT investors, then, will
require judicious stock selection. B
THE EC ONOMY
Is the ‘Fed Put’ Kaput?
As We Know It, Yes It Is.
By Lisa Beilfuss
nvestors have long counted on the
Federal Reserve to backstop financial
markets, rescuing investors from
serious downturns and effectively
putting a floor beneath asset prices. But
as stock-market losses pile up, central
bankers sound more hawkish—not less—
and they are proceeding with monetary
policy tightening.
Is the so-called Fed put dead? That’s
the question Barron’s put to several inves-
tors, strategists, and economists this past
week. The answers vary but our panel
agrees on one thing: It’s different this time.
First, the obvious point. Consumer
price inflation at 7% means the Fed can’t
back off, says Ed Yardeni, president of
Yardeni Research. “They have a serious
problem and even if the S&P 500 cor-
rects, the Fed will have to ignore it be-
cause it is behind the curve and its credi-
bility is on the line,” he says.
Second, household balance sheets have
vastly improved in recent years. Consider
the great financial crisis and its aftermath,
when household net worth fell 16% from
2007 to 2009 and took 3½ years to re-
cover, says Barry Knapp, director of re-
search at Ironsides Macroeconomics.
“The contrast of impaired household
balance sheets and associated negative
wealth effects with the current environ-
ment couldn’t be starker,” Knapp says.
There’s little reason for the Fed to be con-
cerned about a 10% to 15% drop in stocks
or slowdown in house price appreciation,
meaning the so-called Fed put strike is far
lower than investors are used to, he says.
Third, consumers are miserable. Con-
fidence is at a 10-year low, despite a 3.9%
unemployment rate and fast-rising
wages, as consumers increasingly fret
over higher prices. The Fed’s newfound
sense of urgency is less about economic
data saying anything new—inflation has
been high, labor tight, and confidence
low for quite some time—and more about
33
losing credibility and thus control, says
Morgan Stanley Wealth Management
chief investment officer Lisa Shalett.
“In my humble opinion, I think the
Fed put is gone,” Shalett says, noting that
over the past 13 years, investors have had
annual compound returns of more than
15%—double the normal rate. “We have
to remember how far markets have
come,” even if about 40% of the Nasdaq
100 has already corrected 20%, she says.
Still, Shalett reinforced this column’s
view that gone for now isn’t gone for
good. Maybe it’ll be brought back by a
new Covid wave or a geopolitical conflict,
such as the potential one brewing be-
tween Ukraine and Russia, or some new
disruption in the Chinese real-estate
market that becomes systemic. Or maybe
a severe enough reaction to Fed policy
itself. Whatever the trigger, Shalett says a
market fall of 30% or more from 52-week
highs should be enough to resurrect the
Fed put.
Then there’s the politics that investors
unfortunately can’t ignore. Inflation has
become as much a political talking point
as an economic concern. Prices that con-
sumers perceive to be out of control are
an immediate liability President Joe Bi-
den can’t afford to dismiss—even at the
risk of market corrections and economic
recession—meaning he’s more inclined
than presidents normally are to encour-
age the Fed to fight inflation.
Add it all up and investors may be in
for more red than they’re accustomed to.
Michael Shaoul, CEO of Marketfield As-
set Management, pegs the new strike on
the Fed put at about 1,500 points from
the S&P 500’s peak—or roughly 3300.
That’s about 25% from current levels.
It may be the tragedy of being late, but
there might be a silver lining. If asset
prices are more vulnerable to tightening
now than in the past, given the amount
and duration of easy money, the Fed
should in theory have to do less. That’s
the optimistic view for what lies ahead. B
34 BARRON’S January 24, 2022

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January 24, 2022
MARKET WEEK
MARKET PERFORMANCE DASHBOARD
Dow Jones Industrials S&P 500
34,265.37
52-wk: +10.54% YTD: -5.70% Wkly: -4.58%
4397.94
52-wk: +14.49% YTD: -7.73% Wkly: -5.68%
Yielding to Pressure World of Pain
Goldman Sachs’ bad day clipped Global bond-price declines
the Dow Jones Industrial Average continued Wednesday.
on Tuesday, while rising bond yields Germany’s 10-year bund
hit tech stocks. The Nasdaq Composite yield traded above zero for
began the week with a 2.6% drop. the first time since 2019.
The Nasdaq entered
correction territory.
Tuesday Wednesday
A
bad start to 2022 just
THE TRADER got a whole lot worse.
The Dow Jones
Industrial Average
declined 1646.44
points, or 4.6%, this
past week. That
Yes, There looked stellar next to the S&P 500,
which fell 5.7%, and the Nasdaq Com-
Could Be posite, which dropped 7.6% and is now
down 14% from its all-time high, hit
back in November. All three suffered
A Lot More their worst weeks since 2020.
The drops make a strange kind of
Downside sense. Last year’s gains were fueled by
a combination of easy monetary policy
Ahead from the Federal Reserve, generous
handouts from the federal government,
and booming corporate earnings. Earn-
ings should still be solid—corporate
BARRON’S 35
January 17 through January 21, 2022
Euro Trader P. 38 Power Play P. 41
Emerging Markets P. 38 Charting the Market P. 43
Striking Price P. 39 Winners & Losers P. 44
Commodities P. 40 Research Reports P. 45
Inside Scoop P. 41 Market View P.46
13D Filings P. 41 Statistics P. 47
Nasdaq Composite Utilities
Guest Index
Select Sector SPDR ETF
13,768.92
52-wk: +1.67% YTD: -11.99% Wkly: -7.55%
$68.84
52-wk: +12.95% YTD: -3.83% Wkly: -0.81%
1%
Losing Streak -1
Major indexes finished the week down for a third
straight time to start 2022. Even defensive utilities -2
stocks in the S&P 500 posted declines.
-3
Down Cycle
A reported Peloton production -4
pause sent investors fleeing
high-multiple tech stocks Thursday. -5
The Nasdaq gave up a 2%
morning gain to close down 1.3%. -6
-7
-8
Thursday Friday Close
Source: Barron’s Statistics
profits are on pace to grow by 24% over the past 10 years it has seen a gain
during the fourth quarter, according to
Refinitiv data—but the dollars have
stopped flowing out of Washington and
of 1.5% or more turn into a 1% loss.
The good news is that the index was
higher one week later in five of six
the Fed is preparing to raise interest cases, notes Susquehanna Financial
rates. Against that backdrop, the mar- Group analyst Christopher Jacobson.
ket’s declines are logical. “It’s a rational “[For] those looking for signs of opti-
response to the environment,” says
Dave Donabedian, chief investment
mism...those past moves could offer
some solace,” he writes. The bad news:
By Ben Levisohn officer at CIBC Private Wealth US.
Rational it may be, but the decline
has been painful for investors who
The sample size is very, very small.
It’s hard to be optimistic when the
Nasdaq’s highest-flying stocks keep
have been trained to buy on the dips.
The week featured two consecutive 1%
finding ways to disappoint investors.
The biggest shockers, of course, came
rallies by the Nasdaq Composite that
turned into losses by the end of the day.
from Peloton Interactive (ticker:
PTON) and Netflix (NFLX). Peloton
Thursday’s reversal was a particularly
rare event. The Nasdaq 100 was up 2%
lost 14% of its value this past week after
a report that it would be halting pro-
before giving back its gains and finish- duction during February and March.
ing down 1.3%, just the seventh time Peloton denied the shutdown plans but
36 BARRON’S January 24, 2022

acknowledged that it had to right-size its
business, given lower demand for its bikes
and treadmills. Netflix, meanwhile, dropped
24% after it told investors it expected to add
just 2.5 million subscribers during the first
quarter of 2022, well below forecasts for 5.7
million. It makes you wonder what the com-
ing week will bring, when the likes of Apple
(AAPL) and Tesla (TSLA) report.
Wolfe Research analyst Chris Senyek
notes that in 2000, the dot-com bubble
popped because of a combination of Fed
tightening and some big earnings misses.
That’s not his base case, but with the Fed
tightening once again and expectations for
spending on technology very strong, it
wouldn’t take much for a repeat. “We ex-
pect the overall market and tech compa-
nies to put up solid mid- to high-single
digits EPS beats, which should improve
sentiment,” Senyek writes. “However, if
we’re wrong, there could be a lot more
downside ahead.”
Either way, the days of tech outperfor-
mance look like they’re finally ending, says
PortfolioAnalyst – Evercore ISI strategist Julian Emanuel. With
the economy growing fast, inflation growing
faster, and rising rates on the table, value
stocks may be ready to pounce after 15 years
The new standard for portfolio of underperforming. “People are just coming
to grips with that,” Emanuel says. “It’s caus-
management software and ing more instability in the marketplace.”
Expect it to continue.
financial account consolidation.
3 Bank Stocks Worth Buying
This bank earnings season has had its win-
Link accounts across multiple financial institutions for ners and losers, but the winners couldn’t be
consolidated portfolio tracking, analysis, and reporting. more different.
Of the six big banks that posted fourth-
Returns are now Global Investment Performance Standards quarter results this month, only three saw
(GIPS®) verified. their stocks rise on their respective earnings
day: Morgan Stanley (MS), Bank of
Measure time or money-weighted returns against more America (BAC), and Wells Fargo (WFC).
than 200 industry benchmarks. Their upward moves were even more re-
markable when stacked up against the re-
Better understand risks vs. returns with powerful analytics. cent volatility of the S&P 500.
The banks differ in areas of focus, but
they share one key thing: better expense
management than their less fortunate peers.
Rising expenses across the sector were
well telegraphed ahead of earnings. For
months, headlines have been blaring about
climbing inflation, and banks have had to
rush to raise compensation to find and re-
tain talent. JPMorgan Chase (JPM) had to
boost starting salaries twice over the past
seven months, collectively giving first-year
analysts a $25,000 raise. But the reaction to
earnings from JPMorgan, Goldman Sachs
Group (GS), and Citigroup (C) implied that
few on Wall Street anticipated that higher
compensation costs would hit bottom lines.
But here’s where Bank of America, Wells
Fargo, and Morgan Stanley differed—even as
they also had to raise compensation. BofA
said rising revenue outpaced rising costs,
while Wells Fargo’s slim-down plan follow-
ing its fake-accounts scandal allowed it to
actually post a decrease in expenses.
Morgan Stanley’s higher costs were par-
tially attributable to its recent acquisitions of
E*Trade and Eaton Vance. It was also hit by
rising compensation costs, but the bank
noted that its compensation is tied directly to
revenue its bankers bring in.
Looking ahead, an investor can’t go
wrong choosing any of these three stocks,
albeit for very different reasons.
Morgan Stanley has appeared indestruc-
tible since coming out of the financial crisis
of 2007-09. It smartly pivoted to wealth
management, which provides a more stable
source of revenue. And it was able to benefit
handsomely from the surge in trading activ-
ity and deal-making over the past two years.
In 2021, the bank delivered a return on tan-
gible common equity of 20%—higher than
its target of 14% to 16%. It expects to main-
tain—or even increase—that level.
Still, the bank doesn’t look expensive,
compared with peers. It trades at 12.9 times
forward earnings, below the industry aver-
age of 15 times, according to FactSet data.
Wells Fargo is a good play for investors

PortfolioAnalyst Vital Signs

Friday's Week's Week's
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powered by
DJ Industrials 34265.37 -1646.44 -4.58 Barron's Future Focus 968.67 -57.58 -5.61
DJ Transportation 15247.28 -657.68 -4.14 Barron's Next 50 2862.65 -201.89 -6.59
DJ Utilities 943.75 -9.32 -0.98 Barron's 400 995.76 -79.48 -7.39
DJ 65 Stocks 11537.28 -478.05 -3.98 Last Week Week Earlier
DJ US Market 1083.17 -67.46 -5.86 NYSE Advances 339 1,704
NYSE Comp. 16397.34 -821.72 -4.77 Declines 3,263 1,847
portfolioanalyst.com/verified NYSE Amer Comp. 3498.92 -154.73 -4.23 Unchanged
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S&P 500 4397.94 -264.91 -5.68
S&P MidCap 2594.49 -188.15 -6.76 New Lows 651 349
S&P SmallCap 1282.27 -106.00 -7.64 Av Daily Vol (mil) 4,858.1 4,246.8
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Interactive Brokers LLC - member NYSE, FINRA, SIPC. Any trading symbols displayed are for illustrative
Value Line (arith.) 9197.94 -623.31 -6.35 T-Bond (CBT nearby futures) 155-30 155-11
purposes only and are not intended to portray recommendations. GIPS® is a registered trademark
owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it Russell 2000 1987.92 -174.54 -8.07 Crude Oil (NYM light sweet crude) 85.14 83.82
warrant the accuracy or quality of the content contained herein 08-IB21-1479 DJ US TSM Float 44480.38 -2835.76 -5.99 Inflation KR-CRB (Futures Price Index) 248.48 245.43
Friday's Week's Week's Gold (CMX nearby futures) 1831.80 1816.50
January 24, 2022
Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
–1.06%
–1.87
–3.50
–3.78
–4.56
–4.94
–5.69
–6.45
–7.36
–8.06
who can stomach a little uncertainty. The
bank has had a challenging run over the past
five years, but its fourth-quarter earnings
and its improved efficiency ratio—63% ver-
sus 80% in the year-earlier period—show
that it is getting its affairs in order. The bank
“appears to be hitting its groove on funda-
mentals, including accelerating loan growth,
net interest margin upside from rising rates,
encouraging progress on targeted expense
saves, and solid capital return,” writes Ever-
core ISI analyst John Pancari.
But Bank of America looks like the best
all-weather play. It’s well-managed, and of
the big banks, is best poised for rising inter-
est rates. In the fourth quarter, the bank saw
net interest income increase by $316 million
as it was able to invest excess liquidity. It
also saw an uptick in loans, which will boost
net interest income. More important, BofA
expects that a 100-basis-point increase in
interest rates, which is becoming the con-
sensus estimate for what Wall Street expects
the Fed to do in 2022, will boost net interest
income by $6.5 billion over 12 months.
Not a bad payday for following the Fed.
— Carleton English
The Battered January Effect
As January goes, so goes the rest of the
year, or so they say. But as with every-
thing market-related, it’s more compli-
cated than that. A tough first month
doesn’t have to portend doom—though it
does raise the odds of a bad year.
It has been quite a stormy start to 2022.
The Dow has declined 5.7%, while the S&P
500 has fallen 7.7%. Those drops, however,
are nothing compared to the Nasdaq Com-
posite’s. It has slumped 12% and is on pace
for its worst January on record.
The Nasdaq has fallen in one out of every
two years in which it has started with a Jan-
uary loss, compared with 1-in-4 odds during
all years. The S&P 500 and Dow, too, finish
BARRON’S 37
Utilities
Telecommunications
Oil & Gas
Health Care
Consumer Goods
Industrials
Financials
Basic Materials
COMMUNICATIONS SERVICES SECTOR
Technology
Consumer Services
Source: S&P Dow Jones Indices
OF THE S&P 500 IN ONE ETF
the year with losses more than 60% of the
time when January is down, versus a 1-in-3
Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
chance during all years.
Patterns, however, have a way of chang-
ing. Instinet technical strategist Frank Cap- An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a
pelleri notes that January has been one of prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the
the worst-performing months over the past prospectus carefully before investing.
20 years, with both the Dow and S&P 500 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
results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
dropping in January in both 2019 and 2020.
“The ‘average’ path has been a bumpy first 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.
quarter and a bottom in March,” he says. ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
“So, a down first month isn’t out of the ordi-
nary from this perspective.”
And there are reasons to remain optimis-
tic despite the recent slide. Fundstrat global
portfolio strategy head Brian Rauscher notes
that rising inflation has been one of the big-
gest factors in the market’s decline this year,
so a reversal would be a tailwind for stocks.
And that’s just what he thinks will happen.
“Inflation is going to peak and roll over dur-
ing [the first half of] 2022,” he says. He rec-
ommends that investors play offense by buy-
Manage Your Barron’s
ing sectors like technology, consumer
discretionary, financials, and energy. Account Online
Industrials look good, too, but investors
should make sure to avoid companies that
will load their earnings guidance into the Update your account details any time.
back half of 2022—due to recent challenges It’s quick and easy.
such as inflation and supply-chain disrup-
tions—and focus on those that have been • Place delivery holds
able to navigate those twin headwinds along • Change an address
the way, says RBC analyst Deane Dray. His • Report an issue
early favorites are conglomerate Emerson
Electric (EMR), water-treatment company
• Update your payment information
Evoqua Water Technologies (AQUA), and • Reset your password and more
electrical-components maker Atkore
(ATKR). Dray rates all three stocks the
equivalent of Buy, and his price targets imply Explore now at customercenter.barrons.com
an average gain of about 33% for the trio.
But the important thing to remember is
that there are still gains to be had. With the
right mix of sectors and stocks, investors
should feel confident about the remainder of © 2022 Dow Jones & Co., Inc. All rights reserved. 2E7838
the year. — Al Root
38
EUROPEAN TRADER
Maersk Expands Beyond
Ocean Freight Shipping
By Rupert Steiner
T R
he world’s largest shipping
container company, A.P.
Møller-Maersk A/S, has been
carting ocean freight for more
than 100 years.
Now the Danish company is expand-
ing to include road, rail, and air services
that are connected by a high-tech plat-
form with real-time tracking information.
The shift could help power Maersk’s
shares (ticker: MAERSK.B.Denmark)
higher.
Maersk was a big winner in 2021, as
world economies ramped up production
when pandemic restrictions were lifted.
While port congestion caused its third-
quarter container volumes to fall 4%
compared with the year-ago period, the
company mitigated this by hiking freight
prices for customers desperate to move
goods amid ongoing supply chain snafus.
The Copenhagen-based Maersk is ex-
pected to post the biggest annual profit
ever by a Danish-listed company when it
reports next month. It already raised its
earnings and sales targets for 2021.
Maersk has been on the acquisition
trail in order to achieve its transforma-
tion. In December it announced a deal to
buy Hong Kong’s LF Logistics for $3.6
billion. The purchase will bring 223
warehouses in Asia into the fold—a
move that helps Maersk expand into
transporting goods from ports to ware-
houses.
Maersk in November also said it
agreed to purchase German freight-for-
warder Senator International, and is ex-
panding its air freighter fleet. And last
year Maersk bought two e-commerce
logistics companies in the U.S. and the
Netherlands.
The stock has risen 67.2% to 23,700
Danish Krone ($3,632) over the past 12
months. Andy Chu, an analyst at
Deutsche Bank, has a 26,400 Krone price
target and reiterated a Buy recommenda-
BARRON’S
tion in a January note. He wrote that the
LF Logistics deal makes “total strategic
sense and will provide Maersk with sig-
nificant growth opportunities and in our
view will help make the business less
volatile longer term.”
Chu estimates annual earnings before
interest and tax could now reach $24 bil-
lion for 2021, up from $3.6 billion in 2020.
“Expect strong earnings momentum in the
stock as consensus forecasts for 2022 look
far too conservative,” he wrote.
He wrote in a December note that the
LF Logistics deal “is not blowing away
the company’s cash pile. Given the com-
pany’s strong free cash-flow generation,
we would expect more deals.”
Upside from the potential transforma-
tion is not the only catalyst for growth.
Freight prices could remain at record
levels as supply chain issues drag on well
into 2022, although prices are likely to
fall at some point as the impact of the
Omicron variant subsides and the ur-
gency to ship products wanes.
“Right now we still see very strong
demand as well as supply chain bottle-
necks in Los Angeles and parts of China
where we cannot discharge containers as
fast as we would like,” CEO Søren Skou
said in a statement provided by the com-
pany. “So with the visibility that we have
right now, we do not expect any drop-off
in the first quarter of this year.”
Maersk has a market value of 449.8
billion Krone and employs 95,000 work-
ers. It fetches a multiple of 4.3 times this
year’s expected earnings, a 10% discount
to its peers.
For the full year 2020, the company
posted $3.3 billion in pretax profit, up
from $967 million the previous year.
Revenue at $39.7 billion was fairly flat
from the $38.8 billion posted in 2019.
For its 2021 revised guidance, Maersk
now expects earnings before interest,
taxes, depreciation, and amortization of
$24 billion, up from a range of $22 bil-
lion to $23 billion. B
E M E R G I N G M A R K E TS
China’s Exporters Had a
Blockbuster 2021
By Craig Mellow
emember the trade war? Supply
chains diversifying out of
China? Chinese exporters ap-
parently missed the memo.
The country racked up a record $676
billion trade surplus for 2021, a 60%
jump from the prepandemic year of 2019.
Don’t blame currency manipulation. The
yuan rose 3% against the dollar last year.
“No one has been able to decenter China
from the global economy, and they won’t
any time soon,” says Scott Kennedy, se-
nior advisor in Chinese economics at the
Center for Strategic and International
Studies.
Last year’s surplus was inflated by
anomalous demand from the U.S., where
consumers were stuck at home and flush
with stimulus cash. “If imports from
China were hit with a 25% tariff, we just
paid it,” says David Dollar, a senior fellow
at the Brookings Institution’s John L.
Thornton China Center.
China’s export machine is in strong
longer-term health, though, and evolving.
Labor-intensive, low-margin apparel is
down to 5% of exports. The dominant
categories are phones, computers, and
integrated circuits. A next technological
generation—electric vehicle batteries,
medical devices, pharmaceuticals—is
gathering momentum fast.
Alternative destinations like Vietnam
or Mexico are showing their limitations
in matching China’s supply clusters and
infrastructure. “Our executive surveys
show intentions to reshore, but they are
slow to materialize,” says Alejo Czer-
wonko, chief investment officer for
emerging markets Americas at UBS
Global Wealth Management.
Finding Chinese export stocks is an-
other story. The sector is fractured into
smaller firms, which often subcontract to
multinational brands. There are some
buried gems, though, says Ramiz Chelat,
a portfolio manager at Vontobel Quality
January 24, 2022
Growth.
He favors Techtronic Industries
(ticker: 669.Hong Kong), a power tool man-
ufacturer that is “quite leveraged to the
housing and infrastructure boom in the
U.S.,” and Wuxi Lead Intelligent Equip-
ment (300450.China), which makes com-
ponents for electric vehicle batteries. Also
Shenzhou International Group Hold-
ings (2313.Hong Kong), a leisure clothing
maker that still has half its production in
China.
Chinese exporters’ blockbuster 2021
was likely a net negative for stock inves-
tors. It gave authorities breathing room to
“reform” sectors that are much more mar-
ket-facing, like internet and real estate.
The iShares MSCI China exchange-
traded fund (MCHI) fell 30% over the past
year, while the S&P 500 gained 18%.
Beijing looks to be backtracking on
property at least, cutting mortgage rates—
along with benchmark lending rates to
boost a slowing economy—and easing
developers’ access to escrow funds. UBS’
Czerwonko expects marketwide gains in
the “midteens” for 2022. But the bounce
could still be some time coming. “The
question is when the impact of easing will
be clear enough to move markets,” says
Andy Rothman, an investment strategist
at Matthews Asia. “Maybe Q2, maybe Q3.”
For Washington, the main lesson is as
simple as it is politically unpalatable. “The
trade war has been a joke,” Dollar says. A
subtler, more hopeful message is that the
21st century U.S.-China rivalry can’t rerun
the 20th century U.S.-U.S.S.R. playbook,
Czerwonko argues.
“You’re far from a Cold War situation
when the two countries continue to trade
like there’s no tomorrow,” he says.
Alert investors may make an occasional
killing on trans-Pacific commerce. Take
Andon Health (002432. China), the Tian-
jin-based company that agreed to supply
the U.S. government with $1.3 billion
worth of Covid self-test kits. The stock has
jumped 30-fold since November. B
January 24, 2022 BARRON’S 39

T H E ST RIKING PRI C E
Tesla is leading the electric-vehicle revolution.
NOV, by contrast, supplies the oil and gas
industries with drilling equipment and tools.

2 Secular-Bull Stocks to Equity Options

Ride Out a Volatile Market CBOE VOLATILITY INDEX

VIX Close VIX Futures

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

120

35

30 95
By Steven M. Sears gressive one—expresses confidence that
25
Tesla’s surprisingly strong fourth-quarter

S
top trying to make sense of what’s sales data foreshadow an impressive earn- 20 70
happening in the stock market. It’s ings report and constructive commentary
15
a fun pastime, and something of a about the future. If that proves wrong and
national obsession, but very few the stock tumbles, investors will be on the F M A M J J A S O N D J 10 F M A M J J A S O N D J 45
people are any good at it. hook to buy Tesla stock at the $900 put Daily Values Source: CBOE Source: McMillan Analysis Corp.
Instead, look for companies in a secular strike or to adjust the position in the op-
bull market—ones with products and tions market to avoid assignment. SPX SKEW NDX SKEW
strategies that seem so strong that their During the past 52 weeks, Tesla stock Implied volatility % Implied volatility %

shares might be insulated from the broad has ranged from $539.49 to $1,243.49. 16% 13%
market’s increasingly erratic behavior. NOV, at under $20 a share, is a less dar-
15 12
Tesla (ticker: TSLA), the electric-vehi- ing play. The amount of money needed to
cle giant, looks like an interesting, if con- trade options on the stock is negligible. 14
11
troversial, play on the secular bull-market With NOV stock at $15.43, aggressive 13
theme. The stock is down about 11% this investors could sell the March $14 put that 10
12
year after rising 50% in 2021. The com- expires March 4 for about 35 cents and buy 9
11
pany reports fourth-quarter earnings on the March $18 call with the same expira-
Jan. 26 after the market closes. tion for a credit of about 10 cents. 10 8

NOV (NOV), which makes equipment The trade expresses confidence that ris- 9 7
F M A M J J A S O N D J F M A M J J A S O N D J
for oil and gas drilling and exploration, ing oil and gas prices will drive even more Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
could benefit from rising energy prices. investors into the energy sector. When they Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference
The stock is up about 14% this year after arrive, NOV might prove to be an intriguing between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher
readings are bearish.
sharply lagging the S&P 500 index in 2021. way to position. If NOV’s earnings report is
The company reports earnings Feb. 4 dur- accompanied by a good business outlook, Week's Most Active
ing market hours. investors would likely take notice—and that Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
It might seem strange to highlight compa- would benefit the stock. Vivos Therapeutics VVOS 41490 39787 1703 224 90 185.2
nies so at odds with each other. Tesla is lead- During the past 52 weeks, NOV stock Axos Financial AX 33275 601 32674 524 70 63.5
ing the electric-vehicle revolution. NOV sup- has ranged from $11.46 to $18.02. AutoWeb AUTO 2463 2022 441 96 95 25.7
Casper Sleep CSPR 105661 64902 40759 5792 43 18.2
plies drilling equipment and tools to the oil The risk-reversal strategy was chosen to Tegna TGNA 36665 31048 5617 2536 47 14.5
and gas industries—which many think are at take advantage of some of the fear and Zogenix ZGNX 42821 11790 31031 3828 0 11.2
the onset of a commodities supercycle. greed that has warped options premiums Carlyle CG 46086 42273 3813 4304 75 10.7

But both companies have qualities that as the stock market has declined. Unilever UL 55759 36247 19512 6496 92 8.6
Xponential Fitness XPOF 13045 5359 7686 1540 77 8.5
might make them a world unto themselves. Think of the calls as inexpensive upside e.l.f. Beauty ELF 5400 4975 425 640 23 8.4
And both are intriguing plays as the stock proxies that could prove profitable if Tesla’s Evolent Health EVH 3521 2875 646 420 35 8.4
market keeps tumbling. and NOV’s earnings reports confirm the Blue Apron APRN 58779 52216 6563 7664 74 7.7
Vinco Ventures BBIG 2093493 1687803 405690 311892 78 6.7
With Tesla stock at $943.90, aggressive stocks are in secular bull markets—and
Activision Blizzard ATVI 1036883 559094 477789 157220 0 6.6
investors could sell the January $900 put thus not as vulnerable to the broad mar- Farfetch FTCH 161254 148090 13164 24896 58 6.5
option that expires Jan. 28 for about $28.50 ket’s current woes. Selling puts on stocks CBRE CBRE 14023 10404 3619 2400 49 5.8
and buy the January $960 call option with that may offer shelter from the storm could Harmony Gold Mining HMY 12575 10560 2015 2160 59 5.8
Weber WEBR 16669 5802 10867 2896 21 5.8
the same expiration for about $12.50. be prudent for investors with conviction Moneygram Intl. MGI 23828 22979 849 4152 29 5.7
This risk-reversal strategy—that is, sell- about the future of electric vehicles and the Melco Resources MLCO 73063 65099 7964 12916 89 5.7
ing a put and buying a call with a higher energy sector as the market wavers. 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
strike price but the same expiration date— 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
positions investors to buy Tesla stock at 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
$900. Should the stock surge on earnings, ating officer of Options Solutions, a specialized should be aware of these increased risks if trading in these names
and rally to, say, $1,100, the call would be 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.
worth $140. has a position in the options or underlying securi- Source: McMillan Analysis

The strategy—admittedly a rather ag- ties mentioned in this column.

40 BARRON’S
COMMODITIES
Nuclear Power Gets Boost
Where today’s From Shift to Renewables
best advisors By Myra P. Saefong
grow their
N
uclear energy has a proven re-
cord of reliability in a world
that’s struggling to accept less
business for
dependable sources of renewable
energy. That brightens the outlook for the
uranium that fuels the sector.
“The world needs more energy from
tomorrow. renewable sources, but recent weather
events have highlighted one of the key is-
sues: intermittency,” says John Ciampaglia,
chief executive officer of Sprott Asset Man-
agement. “If wind blows less, or it rains
less, or a freak winter storm freezes wind
Join Barron’s Advisor and unlock leading-edge turbines, you need another source of reli-
tools, insights, and connections designed to able base load power,” he says. “Nuclear
power plants operate, on average, 93% of
help you craft the future of your business.
the time.”
Europe was left scrambling for energy
Features include: sources amid a shift to renewable energy, a
— Real-time market insights shortage of natural gas, and a lack of wind-
driven electricity production during a par-
— Stories written specifically for advisors ticularly hot 2021 summer season.
— Interviews with top advisors and Prices for uranium, which fuel nuclear
industry standouts power plants, rose by roughly 40% last
year through December, at $42 a pound,
— Custom benchmarking tools to according to nuclear-fuel consulting firm
measure your practice against peers UxC.
Ciampaglia cites renewed interest in the
— Access to exclusive
sector for the price rise, along with an “on-
webinars and live events going structural supply deficit” spurred by
production capacity curtailments by the
Find out more at world’s largest miners. Governments in the
U.S., U.K., France, and Japan have an-
Barrons.com/Advisor nounced “favorable policy and financial
support for nuclear power,” he says.
“There is a growing realization that
nuclear has to be part of the energy mix if
countries have any chance of achieving
their decarbonization targets while con-
tinuing to provide reliable baseload elec-
tricity,” Ciampaglia says.
In the U.S., the bipartisan infrastructure
deal’s $65 billion investment is described
as the largest investment in clean-energy
transmission and the electric grid in
American history, and includes research
© 2021 Barron’s Group & Dow Jones & Company, Inc. All rights reserved. 2E258
hubs for advanced nuclear reactors.
January 24, 2022
The European Union is moving ahead
with an approach that includes nuclear
power as part of its “ ‘green finance tax-
onomy,’ which would potentially give a
boost to utilities in Europe looking to in-
vest in maintaining existing nuclear plants
as well as building new ones,” says Jona-
than Hinze, president at UxC.
Recent unrest in Kazakhstan has em-
phasized how important nuclear power is
to the world’s energy mix, even as many
nations have moved to reduce the number
of nuclear power plants in the wake of
Japan’s 2011 Fukushima nuclear disaster.
The uranium spot market has been ac-
tive this year, due partly to concerns over
future supplies coming out of Kazakhstan,
as 2021 preliminary results show the coun-
try’s uranium output represented about
45% of the fuel’s total world production,
says Hinze. There haven’t been indications
of uranium output disruptions in Kazakh-
stan but there are possible issues down the
road as transportation and supply chain
constraints could be exacerbated by secu-
rity restrictions, he says.
The uranium sector suffered from “sig-
nificant underinvestment over the past few
years as the price of uranium fell to levels
that failed to incent” existing production
or exploration, says Ciampaglia.
He’s bullish on the sector, with nuclear
energy likely to be part of the low-green-
house-gas energy mix for many countries
seeking to decarbonize and deliver reliable
energy.
Investment choices include physical
uranium, uranium producers, and explo-
ration and development companies, Ciam-
paglia says.
Among those are the Sprott Physical
Uranium Trust (ticker: UUT.Canada), a
closed-end trust that holds 43 million
pounds of uranium valued at $2 billion.
The Northshore Global Uranium
Mining exchange-traded fund (URNM),
meanwhile, offers exposure to a basket of
uranium producers, developers, and ex-
ploration companies. B
January 24, 2022
I N S I DE SC OOP
Airstream Parent Sees Big
Stock Buy by Co-Founder
By ED LIN
Peter Orthwein, co-founder and chair-
man emeritus of Airstream parent
Thor Industries, which underper-
formed the market in 2021, recently
purchased a large block of shares.
Thor stock (ticker: THO) rose 11.6%
last year, less than half the 27% rise in
the S&P 500 index. The maker of
recreational vehicles had reported
strong earnings, and in December
announced a $250 million share-buy-
back authorization.
Orthwein paid just under $1 million
on Jan. 14 for 10,000 Thor shares, an
average price of $98.54 each. Accord-
ing to filing with the Securities and
Exchange Commission, Orthwein
purchased the shares through a trust.
Orthwein now owns 1.1 million shares
through trusts, in addition to 830,626
shares held in a personal account.
Orthwein’s stock purchase comes
Activist Holdings
Green Plains (GPRE)
Ancora Holdings disclosed a
7.3% interest in the ethanol pro-
ducer, equal to 3,928,869 shares.
Ancora delivered a letter to Green
Plains’ board on Jan. 17, noting
that Ancora has “been encour-
aged” by recent corporate-gover-
nance changes at the company.
However, Ancora cited two provi-
sions that it believes need to be
addressed. One is that Green
Plains directors remain classified,
meaning they have staggered
terms, and all don’t face election
on the heels of another million-dollar
buy he made on Dec. 10, when he
bought 10,000 Thor shares at an aver-
age price of $103.41 each.
Orthwein says he bought shares
because they’re undervalued. “I paid
under five times earnings before inter-
est, taxes, depreciation, and amortiza-
tion,” he says. “I’ve been in the busi-
ness since 1977, and we’ve acquired
companies at six to seven times Ebitda
[earnings before interest, taxes, depre-
ciation, and amortization], sometimes
even nine to 10 times.” He adds, “The
future looks very bright. Our backlogs
are huge, and dealer inventories are
low. Covid introduced a lot of people
to the RV lifestyle.”
Baird analyst Craig Kennison wrote
in a Dec. 28 research report that Thor
stock “stands out as oversold.” Kenni-
son rates the stock at Overweight.
In addition to Airstream, Thor’s
brands include K-Z and Keystone RV. B
within the same year. Additionally, a
supermajority rule requires a 66.67%
majority of Green Plains sharehold-
ers to approve a director’s removal
for cause. Ancora said that it found
the latter provision especially trou-
bling as it makes a new 20% owner-
ship threshold—reduced from 50%—
to call a special meeting “virtually
meaningless.” Ancora hoped that
Green Plains would use the coming
2022 shareholders meeting to revisit
those rules, starting with board de-
classification. Such a move would
show Green Plains shareholders,
Ancora said, “a real commitment to
meaningful governance enhance-
ments.”
BARRON’S
Original Filings
Quotient Technology
(QUOT)
Coliseum Capital Management
reported a fresh stake in the digi-
tal-advertising firm of 4,586,442
shares. Coliseum Capital pur-
chased the entire position from
Nov. 19, 2021, through Jan. 14,
2022, for $38.8 million. Per-share
prices ranged from $6.52 to $7.69.
Coliseum Capital now owns 4.8%
of Quotient’s outstanding stock.
Coliseum Capital noted that there
was no specific plan or proposal
associated with its newest Quo-
tient investment. But Coliseum
Capital did say it could propose
changes in Quotient’s operations,
Thor Industries, governance, capitalization, or
which owns RV other actions.
brands including
Airstream and K-Z,
saw co-founder
Peter Orthwein Decreases in
recently make two
million-dollar
stock buys.
Holdings
Chinook Therapeutics
(KDNY)
Versant Venture reduced its posi-
tion in the kidney disease–focused
biopharmaceutical to 3,623,023
shares. Affiliates of Versant Ven-
ture sold a total of one million Chi-
nook Therapeutics shares on Jan. 3
at prices no less than $16 each
through a 10b5-1 trading plan,
which automatically executes
trades. Versant Venture now owns
a 6.7% stake in Chinook Therapeu-
tics. Managing Director Jerel Davis
represents Versant Venture on Chi-
nook Therapeutics’ board.
Lumen Technologies
(LUMN)
These disclosures are Temasek cut a quarter from its
from 13Ds filed with
the Securities and holding in the telecommunications-
Exchange Commission. technology firm, down to
13Ds are filed within
10 days of an entity’s
72,659,407 shares. Temasek did so
attaining more than with a block trade sale of 24.6 mil-
5% in any class of a lion Lumen shares on Jan. 12 at a
company’s securities.
Subsequent changes price of $12.51 apiece. No reason
in holdings or inten- was given for the divestment that
tions must be re- leaves Temasek, which is owned by
ported in amended
filings. This material is the government of Singapore, with
from Jan. 13 through a 7.1% interest in Lumen. Temasek
Jan. 22, 2022. Source:
InsiderScore.com
remains Lumen’s third-largest
shareholder, according to S&P Cap-
ital IQ.
41
POWER PLAY
Settling, Not
Voting, in
Proxy Fights
ByCARLETON ENGLISH
I
f 2021 is any indication, the
new year may see more
proxy battles between com-
panies and activists end in
handshakes.
Of the 89 board seats won
by activists in 2021, only 8%
were gained through shareholder
votes, according to data compiled
by Lazard. The vast majority of last
year’s proxy battles saw the rele-
vant activists and target companies
reach a settlement before board
slates were put to vote.
While the number of activist win-
ning seats was lower than in recent
years—activists gained 132 seats in
2020 and 122 in 2019—the fact that
so few went to a vote is even more
remarkable. In the preceding four
years, 17% of activist seats, on aver-
age, were won by voting.
Nearly two-thirds of activist
seats were gained outside the proxy
process, notes Lazard. That trend is
likely to continue as all sides have
grown more cautious about costs
and potential negative publicity
from proxy battles. Also, concen-
trated voting by big investors like
BlackRock and Vanguard, and the
adoption of the universal proxy
card this year, mean activists will
have an easier time getting seats.
“If companies can live with a
settlement, there are considerable
incentives to taking that path,” says
Jim Rossman, co-head of capital
markets advisory at Lazard.
So far, there are at least 50 board
seats in play this year, resulting
from battles launched in 2021, La-
zard found. Mantle Ridge is trying
to unseat all 11 members of Dollar
Tree’s (ticker: DLTR) board, Icahn
Enterprises (IEP) seeks 10 spots
on the board of Southwest
Gas(SWX), and Starboard Value is
looking for four board seats at
Huntsman (HUN), to name a few. B
42 BARRON’S January 24, 2022

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January 24, 2022 BARRON’S 43

Charting the Market

A graphic look at selected stock activity for the week ended January 21, 2022 n Edited by Bill Alpert
NETFLIX ACTIVISION BLIZZARD PELOTON INTERACTIVE SUNPOWER
NFLX (NASD)• 397.50 •-128.19 527 ATVI (NASD) • 81.35 • 15.96 88 PTON (NASD) • 27.06 • -4.27 35 SPWR (NASD) • 15.80 • -4.37 22
 Reporting 8.3 million new 490  Microsoft agreed to buy 86  CNBC said the home-ex- 32  The solar-panel maker will 20
subscribers in its December 453 the maker of videogames like 84 ercise business was pausing 29 take a $31 million charge to 18
Holiday

Holiday

Holiday

Holiday
quarter, the streaming giant 416 Call of Duty and World of 82 production amid soft de- 26 replace cracked panels, 16
projects j2.5 million this 379 Warcraft for $95 a share 80 mand. Peloton disputed that, 23 warning that January-quar- 14
quarter. Its March revenue M T W T F cash, or $69 billion. Microsoft M T W T F calling it “right-sizing.” Wall M T W T F ter cash operating profits M T W T F

guidance also disappointed. will become No. 3 in games. Street right-sized targets. will be at the low end.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
704 106 168 60
639 96 139 51
574 86 110 42
509 76 81 33
444 66 52 24
379 56 23 15

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

82 188 270 82
41 94 135 41
0 0 0 0
J F M A M J J A S O N D J J F M A M J J A S O N D J J F M A M J J A S O N D J J F M A M J J A S O N D J

UNILEVER COINBASE GLOBAL ZOGENIX BARRICK GOLD

UL (NYSE) • 49.31 • -4.98 52 COIN (NASD) • 191.97 •-38.06 234 ZGNX (NASD) • 25.98 • 10.05 27 GOLD (NYSE) • 19.34 • 0.66 21

 The consumer-products 50  A rout in cryptocurrency 222  To broaden its offerings 24  With gold-mining stocks 20
firm abandoned its $68 bil- 48 prices dragged down the 210 for epilepsy patients, UCB 21 gaining favor, the Canadian 19
Holiday

Holiday

Holiday

Holiday
lion bid for the consumer 46 crypto exchange and crypto 198 will pay $26 a share cash, or 18 firm said that December- 18
unit of GlaxoSmithKline, 44 miners like Hut 8 and Riot 186 $1.9 billion, for Zogenix, and 15 quarter production rose, de- 17
M T W T F M T W T F M T W T F M T W T F
which had proved unpopular Blockchain. Russia is eyeing another $2 a share upon a spite Covid-19. Selling prices
among Unilever investors. a ban on Bitcoin. European drug approval. averaged $1,795 an ounce.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
64 450 29 26
60 360 25 24
56 270 21 22
52 180 17 20
48 90 13 18
44 0 9 16

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

74 144 50 130
37 72 25 65
0 0 0 0
J F M A M J J A S O N D J J F M A M J J A S O N D J J F M A M J J A S O N D J J F M A M J J A S O N D J

FORD MOTOR SHOPIFY HUNTINGTON BANCSHARES PLUG POWER

F (NYSE) • 20.65 • -4.54 27 SHOP (NYSE) •882.12 •-220.79 1124 HBAN (NASD) • 15.18 • -2.45 18 PLUG (NASD) • 21.06 • -2.38 24
 Jefferies downgraded the 25  The e-commerce host 1060  Although the Ohio-based 17  The 2022 sales goal of 23
car maker, to Hold from Buy, 23 struck a deal with JD.com 996 bank grew revenue to $1.65 16 $900 million to $925 million 22
Holiday

Holiday

Holiday

Holiday
saying the shares adequately 21 to ease sales by Shopify cli- 932 billion in its December 15 set by the fuel-cell maker 21
discount Ford’s EV pros- 19
ents in China. Still, 868
quarter, analysts had ex- 14
was above the $890 million 20
pects. But Jefferies upped its M T W T F Deutsche Bank eased its M T W T F pected nearer to $1.7 billion. M T W T F analyst consensus. But inves- M T W T F
target, to $25 from $20. target to $1,400 from $1,650. Earnings also fell short. tors may have wanted more.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
28 1768 18 77
24 1588 17 65
20 1408 16 53
16 1228 15 41
12 1048 14 29
8 868 13 17

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

960 12 246 292
480 6 123 146
0 0 0 0
J F M A M J J A S O N D J J F M A M J J A S O N D J J F M A M J J A S O N D J J F M A M J J A S O N D J

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.
44 BARRON’S January 24, 2022

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
FathomDigital(FATH) 3519 10.24 +2.35 +29.8 BeardEnerA(BRD) 552 1341.4 9.84 +0.02 BlueRidgeBkshs(BRBS) 939 333.9 17.71 –0.17 GlblTechAcqnI(GTAC) 1134 1946.2 9.85 –0.02
Shapeways(SHPW) 1686 3.16 +0.65 +25.9 Dingdong(DDL) 4767 945.2 4.95 –3.68 LairdSuperfood(LSF) 317 119.7 8.67 –1.68 PhillipsEdison(PECO) 16766 1903.4 31.08 –2.21
AMTD Intl(HKIB) 1155 5.10 +0.90 +21.4 CohnRobbinsA(CRHC) 15400 770.5 9.86 +0.03 SilverCrestMetals(SILV) 4578 89.9 8.05 +0.32 Zogenix(ZGNX) 49269 1901.4 25.98 +10.05
CasperSleep(CSPR) 31416 6.30 +0.90 +16.7 WarburgPincusI-B A(WPCB) 2253 698.4 9.73 –0.04 NovaGoldRscs(NG) 6351 68.8 6.84 +0.27 PDLCommBncp(PDLB) 348 900.2 15.48 +0.09
CI&T(CINT) 739 13.99 +1.92 +15.9 Supernova III A(STRE) 1144 612.6 9.70 –0.04 MastechDigital(MHH) 70 53.4 17.36 +0.36 LogisticsInnovA(LITT) 261 649.6 9.70 +0.02
SkeenaRscs(SKE) 197 12.65 +1.41 +12.6 YellowstoneAcqnA(YSAC) 2880 611.3 8.49 –1.69 MAG Silver(MAG) 2864 51.6 15.03 +0.02 Outbrain(OB) 2585 604.8 12.98 –1.62
Renren(RENN) 1221 21.74 +2.26 +11.6 Unilever(UL) 73474 601.3 49.31 –4.98 BarHarborBkshs(BHB) 126 48.5 30.71 –0.70 Exscientia(EXAI) 2151 520.5 18.31 –0.49
BigBear.ai(BBAI) 381 5.26 +0.51 +10.7 VerticalAerospace(EVTL) 10745 518.8 8.21 –0.48 BattalionOil(BATL) 115 46.6 13.84 +2.49 Netflix(NFLX) 80628 472.1 397.50–128.19
AtlasCrestII A(ACII) 1610 503.0 9.72 –0.02 IssuerDirect(ISDR) 56 42.4 25.45 –2.91 SoFiTech(SOFI) 648379 423.3 13.89 +0.69
Losers InfiniteAcqnA(NFNT) 574 422.2 9.81 –0.10 RileyExpln(REPX) 166 39.0 23.50 –4.41 VahannaTechI A(VHNA) 1531 393.6 9.89 +0.02
Name (Sym) Volume Close Change %Chg. ForestRoadII A(FRXB) 1030 418.7 9.70 –0.02 MexcoEnergy(MXC) 157 38.3 9.34 –0.90 MarlinBusSvcs(MRLN) 897 386.4 23.49 –0.01
Dingdong(DDL) 4767 4.95 –3.68 –42.6 VoceraComm(VCRA) 15476 416.6 78.91 –0.05 LGL Group(LGL) 46 35.3 10.00 –0.52 Vaxxinity(VAXX) 8319 377.5 8.16 +1.72
BitMining(BTCM) 8229 3.16 –1.75 –35.6 JawsMustangA(JWSM) 5354 383.4 9.74 –0.02 RetractableTechs(RVP) 1042 33.7 5.45 –0.91 EQRx(EQRX) 7275 351.7 4.43 –2.02
SoloBrands(DTC) 4089 10.84 –5.09 –32.0 MagnumOpusA(OPA) 1078 383.4 9.92 +0.02 Cel-Sci(CVM) 4069 27.7 5.64 –0.97 ProfessionalHldg(PFHD) 472 330.2 21.80 +0.55
DanimerScientific(DNMR) 34178 4.54 –2.10 –31.6 CCNeubergerIII A(PRPC) 1760 378.9 9.76 –0.05 Chase(CCF) 86 23.8 95.12 –0.53 SierraOncology(SRRA) 797 315.4 16.87 –4.15
SilvergateCapital(SI) 9612 94.62 –43.53 –31.5 CasperSleep(CSPR) 31416 373.4 6.30 +0.90 EvolutionPetrol(EPM) 747 20.8 5.49 +0.20 GuarantyBcshrs(GNTY) 194 300.8 36.66 –1.10
RomeoPower(RMO) 26126 2.19 –0.93 –29.8 HuntCosI A(HTAQ) 429 371.4 9.92 –0.01 EquinoxGold(EQX) 7988 17.1 6.92 +0.06 GardinerHlthcr(GDNR) 1613 293.5 9.79 –0.03
Cian(CIAN) 676 6.94 –2.69 –27.9 SimonPropA(SPGS) 472 360.5 9.71 –0.03 ImperialOil(IMO) 1992 16.5 40.21 –0.37 Peloton(PTON) 269419 293.4 27.06 –4.27
VicariousSurgical(RBOT) 2282 5.13 –1.97 –27.7 BlueApron(APRN) 18314 353.1 7.90 –0.08 MetallaRoyalty(MTA) 872 14.4 6.74 +0.09 Erasca(ERAS) 6303 291.9 11.05 –1.89
FlexLNG(FLNG) 4106 350.0 18.47 –6.43 DeltaApparel(DLA) 85 11.1 29.21 –2.91 ActivisionBliz(ATVI) 186795 283.2 81.35 +15.96
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) 560890 20.65 –4.54 –18.0 SplashBeverage(SBEV) 82952 3.35 –0.83 –19.9 SoFiTech(SOFI) 648379 13.89 +0.69 +5.2
BattalionOil(BATL) 115 13.84 +2.49 +21.9
BankofAmerica(BAC) 267852 44.92 –2.99 –6.2 Tellurian(TELL) 56540 2.65 –0.53 –16.7 Apple(AAPL) 399472 162.41 –10.66 –6.2
FreshVineWine(VINE) 8942 5.95 +0.80 +15.5
PalantirTech(PLTR) 214686 13.53 –2.48 –15.5 CamberEnergy(CEI) 54005 0.55 –0.20 –26.4 AdvMicroDevices(AMD) 313060 118.81 –18.07 –13.2
IndonesiaEnergy(INDO) 201 3.55 +0.27 +8.3
AT&T(T) 213523 26.61 –0.57 –2.1 B2Gold(BTG) 49077 3.54 –0.03 –0.8 Peloton(PTON) 269419 27.06 –4.27 –13.6
OrlaMining(ORLA) 329 3.80 +0.27 +7.6
AMC Ent(AMC) 206872 17.97 –2.60 –12.6 DenisonMines(DNN) 45461 1.18 –0.18 –13.2 Zynga(ZNGA) 242154 8.99 +0.03 +0.3
InnSuitesHosp(IHT) 636 3.22 +0.22 +7.3
ItauUnibanco(ITUB) 173354 4.22 –0.03 –0.7 NewGold(NGD) 40817 1.63 –0.01 –0.6 NVIDIA(NVDA) 206369 233.74 –35.68 –13.2
VizslaSilver(VZLA) 245 2.28 +0.14 +6.6
NIO(NIO) 172342 27.35 –3.60 –11.6 UraniumEner(UEC) 40554 2.73 –0.59 –17.8 ActivisionBliz(ATVI) 186795 81.35 +15.96 +24.4
SilverCrestMetals(SILV) 4578 8.05 +0.32 +4.1
Vale(VALE) 148602 15.60 +0.22 +1.4 Zomedica(ZOM) 33273 0.30 –0.05 –14.3 AmerAirlines(AAL) 183044 16.30 –2.19 –11.8
NovaGoldRscs(NG) 6351 6.84 +0.27 +4.1
PetroleoBrasil(PBR) 143039 12.67 +0.06 +0.5 Globalstar(GSAT) 31960 0.97 –0.07 –6.7 Microsoft(MSFT) 180045 296.03 –14.17 –4.6
Losers WellsFargo(WFC) 141946 53.67 –4.39 –7.6 Senseonics(SENS) 31637 2.60 –0.24 –8.5 Lucid(LCID) 150477 37.75 –4.47 –10.6
Name (Sym) Volume Close Change %Chg. Pfizer(PFE) 138967 52.79 –2.16 –3.9 GranTierraEner(GTE) 15187 0.86 –0.00 –0.5 Intel(INTC) 140821 52.04 –3.66 –6.6
Nokia(NOK) 138929 5.51 –0.42 –7.1 EnergyFuels(UUUU) 13252 6.21 –0.94 –13.1 FuelCell(FCEL) 125072 3.90 –0.93 –19.3
TrioTech(TRT) 1085 6.29 –2.33 –27.0
Uber(UBER) 135886 35.94 –5.57 –13.4 AsensusSurg(ASXC) 13203 0.82 –0.09 –10.2 Nikola(NKLA) 117326 7.30 –2.78 –27.6
KulrTech(KULR) 3679 2.02 –0.73 –26.5
Carnival(CCL) 124435 19.99 –2.96 –12.9 GreatPanther(GPL) 13177 0.22 –0.01 –6.0 Aptorum(APM) 114821 1.48 +0.16 +12.1
NuverraEnvl(NES) 925 1.73 –0.54 –23.8
Cleveland-Cliffs(CLF) 122538 16.98 –5.07 –23.0 NorthernDynasty(NAK) 10945 0.32 –0.02 –4.8 Grab(GRAB) 113563 5.60 –0.44 –7.3
NanoViricides(NNVC) 340 2.30 –0.61 –21.0
ExxonMobil(XOM) 122065 72.17 +0.30 +0.4 StandardLithium(SLI) 10310 6.38 –0.74 –10.4 Tesla(TSLA) 105034 943.90–105.71 –10.1
SparkNetworks(LOV) 614 2.64 –0.67 –20.2
Snap(SNAP) 119703 32.12 –5.92 –15.6 RingEnergy(REI) 9989 2.54 –0.26 –9.3 DraftKings(DKNG) 96472 19.46 –3.73 –16.1
SplashBeverage(SBEV) 82952 3.35 –0.83 –19.9
US Steel(X) 108249 19.25 –6.14 –24.2 Ur-Energy(URG) 9356 1.14 –0.16 –12.3 TilrayBrands(TLRY) 96143 5.79 –1.07 –15.6
Zedge(ZDGE) 492 6.95 –1.68 –19.5
Citigroup(C) 100438 63.27 –3.66 –5.5 AgEagleAerial(UAVS) 9258 1.12 –0.35 –23.8 CiscoSystems(CSCO) 94497 56.68 –4.68 –7.6
UraniumEner(UEC) 40554 2.73 –0.59 –17.8
Alibaba(BABA) 95168 123.23 –8.34 –6.3 FreshVineWine(VINE) 8942 5.95 +0.80 +15.5 MicronTech(MU) 93447 81.93 –15.43 –15.8
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. JPMorganChase(JPM) 13471937 145.08 –12.81 –8.1 CheniereEnergy(LNG) 715676 104.55 –8.45 –7.5 Tesla(TSLA) 105080014 943.90–105.71 –10.1
Zogenix(ZGNX) 49269 25.98 +10.05 +63.1 FordMotor(F) 12610795 20.65 –4.54 –18.0 SplashBeverage(SBEV) 340650 3.35 –0.83 –19.9 Apple(AAPL) 66489320 162.41 –10.66 –6.2
Dave(DAVE) 4236 9.43 +3.34 +54.8 BankofAmerica(BAC) 12372771 44.92 –2.99 –6.2 B2Gold(BTG) 179758 3.54 –0.03 –0.8 Microsoft(MSFT) 54642631 296.03 –14.17 –4.6
GamidaCell(GMDA) 22614 3.24 +0.97 +42.7 Alibaba(BABA) 12208960 123.23 –8.34 –6.3 Tellurian(TELL) 162663 2.65 –0.53 –16.7 Amazon.com(AMZN) 537736942852.86–389.90 –12.0
Dogness(DOGZ) 5756 3.81 +0.82 +27.4 Shopify(SHOP) 10799159 882.12–220.79 –20.0 UraniumEner(UEC) 122336 2.73 –0.59 –17.8 NVIDIA(NVDA) 51261246 233.74 –35.68 –13.2
Vaxxinity(VAXX) 8319 8.16 +1.72 +26.7 GoldmanSachs(GS) 10460948 343.91 –37.03 –9.7 EnergyFuels(UUUU) 88550 6.21 –0.94 –13.1 AdvMicroDevices(AMD) 39613601 118.81 –18.07 –13.2
ActivisionBliz(ATVI) 186795 81.35 +15.96 +24.4 Disney(DIS) 9540068 137.38 –14.56 –9.6 NorthernOil&Gas(NOG) 86342 21.74 –2.11 –8.8 Netflix(NFLX) 32944618 397.50–128.19 –24.4
Gambling.com(GAMB) 544 11.34 +2.04 +21.9 Visa(V) 9154010 205.93 –8.74 –4.1 Senseonics(SENS) 85265 2.60 –0.24 –8.5 MetaPlatforms(FB) 28183340 303.17 –28.73 –8.7
LimelightNetworks(LLNW) 19183 4.24 +0.76 +21.8 HomeDepot(HD) 8864297 349.10 –22.90 –6.2 ImperialOil(IMO) 81908 40.21 –0.37 –0.9 Alphabet A(GOOGL) 199305322607.03–182.58 –6.5
ExxonMobil(XOM) 8860068 72.17 +0.30 +0.4 NewGold(NGD) 70019 1.63 –0.01 –0.6 ActivisionBliz(ATVI) 15524407 81.35 +15.96 +24.4
Losers Block(SQ) 8777550 118.10 –15.19 –11.4 StandardLithium(SLI) 65662 6.38 –0.74 –10.4 Alphabet C(GOOG) 149735682601.84–193.89 –6.9
Name (Sym) Volume Close Change %Chg. MorganStanley(MS) 8416191 98.86 –0.02 –0.0 FreshVineWine(VINE) 57926 5.95 +0.80 +15.5 PayPal(PYPL) 10363231 163.54 –14.88 –8.3
CognitionTherap(CGTX) 578 3.50 –2.75 –44.0 Boeing(BA) 8085468 205.44 –20.52 –9.1 EquinoxGold(EQX) 57444 6.92 +0.06 +0.9 SoFiTech(SOFI) 9190357 13.89 +0.69 +5.2
Arrival(ARVL) 26792 4.43 –2.27 –33.8 WellsFargo(WFC) 7904541 53.67 –4.39 –7.6 DenisonMines(DNN) 56879 1.18 –0.18 –13.2 MicronTech(MU) 8225280 81.93 –15.43 –15.8
Akouos(AKUS) 545 5.59 –2.64 –32.1 Procter&Gamble(PG) 7539899 162.62 +2.81 +1.8 MAG Silver(MAG) 45787 15.03 +0.02 +0.1 Moderna(MRNA) 7835820 160.07 –44.66 –21.8
EQRx(EQRX) 7275 4.43 –2.02 –31.3 Pfizer(PFE) 7439133 52.79 –2.16 –3.9 NovaGoldRscs(NG) 44073 6.84 +0.27 +4.1 Intel(INTC) 7495405 52.04 –3.66 –6.6
CoreScientific(CORZ) 4528 6.91 –3.12 –31.1 BerkHathwy B(BRK.B) 7136186 305.22 –18.91 –5.8 SilverCrestMetals(SILV) 38509 8.05 +0.32 +4.1 Peloton(PTON) 7333315 27.06 –4.27 –13.6
Clearfield(CLFD) 1750 46.92 –20.92 –30.8 UnitedHealth(UNH) 7070311 461.17 –7.52 –1.6 CamberEnergy(CEI) 34526 0.55 –0.20 –26.4 Qualcomm(QCOM) 7242360 164.93 –23.76 –12.6
DesignTherap(DSGN) 879 11.17 –4.68 –29.5 Mastercard(MA) 7015673 355.08 –17.06 –4.6 NexGenEnergy(NXE) 34367 4.06 –0.55 –11.9 Adobe(ADBE) 7072566 499.91 –20.69 –4.0
FusionFuelGreen(HTOO) 315 6.04 –2.53 –29.5 TaiwanSemi(TSM) 6929013 124.53 –16.13 –11.5 Globalstar(GSAT) 32473 0.97 –0.07 –6.7 ApplMaterials(AMAT) 7054674 135.06 –31.94 –19.1

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
January 24, 2022 BARRON’S 45

Research Reports
How Analysts Size Up Companies
These reports, excerpted and edited by Barron’s, were issued recently by investment and $140. Our downgrade is driven by: 1) our recent trading weakness appears overdone
concerns about a slowdown in the PC market on a compelling long-term ESG story. We
research firms. The reports are a sampling of analysts’ thinking; they should not be during 2022; 2) the earnings and growth remain bullish on Evoqua’s fundamental
considered the views or recommendations of Barron’s. Some of the reports’ issuers have headwind from closing the Xilinx deal; and 3) trajectory, with secular catalysts underpin-
provided, or hope to provide, investment-banking or other services to the companies the broader market dynamics around high- ning its defensive/largely recurring reve-
being analyzed. multiple, high-growth technology stocks. nue base, steadily expanding digital and
Given these three dynamics, we feel there is outsourced water offering, and pending
more downside risk than upside risk at this tailwinds from PFAS and emerging con-
SoFi Technologies • SOFI-Nasdaq Fastenal • FAST-Nasdaq point in time. Therefore, we are downgrading taminant remediation (a multibillion-dollar
Outperform • Price $12.25 on Jan. 19 Outperform • Price $58.02 on Jan. 19 the stock to Neutral. Target price: $130. market opportunity over the coming
by Wedbush by Baird years). We noted on Jan. 9 that Evoqua’s
Evoqua Water Technologies Mar Cor acquisition should bolster its com-
We’re initiating coverage of SoFi with an Fastenal reported strong results for the •AQUA-NYSE petitive advantages and secular tailwinds,
Outperform rating and a $20 price target. fourth quarter of 2021. December average Outperform • Price $37.65 on Jan. 20 and that a further pullback could afford an
Our rating is based on the company’s daily sales came in above expectations, and by Oppenheimer attractive buying opportunity. With Evoqua
strong growth outlook, with a five-year gross margin improved sequentially, driving down an incremental 11% since then we
revenue compound annual growth rate of Ebitda 3% above our estimate. We see a good We are upgrading Evoqua Water Technolo- like the setup for shares going forward.
28% through 2026. An increasing brand setup for 2022, as revenue growth and SG&A gies from Perform to Outperform, as Price target: $45.
presence should drive member growth; its leverage should be much improved relative to
integrated technology platform, Galileo, is 2021, while gross margin could be better than
a competitive advantage that allows for a expectations. We expect this outlook to pro- INSIDER TRANSACTIONS: Recent Filings
seamless cross-buying experience aimed at duce double-digit earnings growth, and with Purchases Sales
$ Val $ Val
a digitally native younger cohort; it has the cyclical backdrop remaining favorable, we Company /Symbol Insiders Shares (000's) Company /Symbol Insiders Shares (000's)
strong unit economics across its products; believe that Fastenal is poised to deliver Cincor PharmaCINC 5 342,450 5,479 MongodbMDB 1 106,308 47,736
we expect credit quality to be stronger strong shareholder returns in 2022. Fastenal Vigil Neuroscience VIGL 1 265,000 3,710 Universal LogisticsULH 1 3,090,879 46,178
Kirkland'sKIRK 1 135,000 2,266 Datadog DDOG 2 147,972 21,911
than peers, given that its borrowers are at remains a top idea. Target price: $64. Allogene Therapeutics ALLO 2 170,039 2,142 Micron Technology MU 3 217,107 20,917
the higher end of the credit spectrum, with Thor Industries THO 1 10,000 985 Ares Management ARES 1 195,184 15,255
an average FICO of 750; and the com- Abbott Laboratories • ABT-NYSE Amylyx Pharmaceuticals AMLX 4 43,682 830 Morningstar MORN 1 49,230 15,138
Academy Sports And Outdoors ASO 1 20,000 778 Roku ROKU 1 80,000 13,376
pany’s pending bank charter [approved on Overweight • Price $126.67 on Jan. 18 Theseus Pharmaceuticals THRX 1 44,717 443 Tradeweb Markets TW 2 139,888 12,927
Jan. 18] should accelerate earnings growth, by J.P. Morgan Voxx International VOXX 1 32,139 333 Funko FNKO 3 674,610 12,405
Bed Bath & Beyond BBBY 2 13,862 199 Vertex VERX 1 800,000 11,680
in our view. The company is a one-stop
Jefferies Financial JEF 1 4,000 150 Doordash DASH 1 80,000 11,352
shop for financial services, and this is a As we head into fourth-quarter 2021 earn- Rf Industries RFIL 1 20,080 148 Brilliant Earth BRLT 2 641,234 8,786
significant competitive advantage over ings season, Abbott’s end-market exposure Univar Solutions UNVR 1 5,000 139 Accenture PlcACN 6 20,201 7,140
Douglas Elliman DOUG 2 10,990 115 Walt Disney DIS 1 45,342 7,012
neobank competitors that tend to focus on makes the company once again uniquely
New York City Reit NYC 1 9,200 109 Moderna MRNA 2 30,000 6,589
niche offerings rather than the full finan- positioned to outperform, in our view. On Landec LNDC 1 10,000 104 Hubspot HUBS 1 11,520 5,159
cial picture. the Device side, we expect pockets of dis- Rallybio RLYB 1 10,000 99 Recursion Pharmaceuticals RXRX 1 341,000 4,692
Biomea Fusion BMEA 1 10,000 87 Salesforce.Com CRM 1 18,400 4,241
ruption in more-deferrable and/or hospital- Merrimack Pharmaceuticals MACK 1 20,000 86 Amc Entertainment AMC 4 186,376 4,153
Plug Power • PLUG-Nasdaq exposed parts of the business, given recent Entera Bio LimitedENTX 4 31,032 86 Penumbra PEN 1 14,500 3,673
Outperform • Price $21.14 on Jan. 19 Delta and Omicron headwinds. However, 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
by Evercore ISI tailwinds to testing sales should be more 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
than enough to offset any disruption to the "Purchases" column includes only open-market and private purchases; the "Sales" column includes only open-market and private sales, and
This year will be a breakout year for Plug base business, which should result in excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters

Power as the company begins its green another top- and bottom-line beat. In all, we
hydrogen production ramp in North America; continue to see Abbott as a good hedge in INSIDER TRANSACTIONS RATIO
scales its gigafactory in New York, and today’s uncertain environment, with near-
152
breaks ground on a new gigafactory in South term testing upside, a healthy base busi-
133
Korea with its partner SK Group; begins ness, and robust pipeline with Libre 3,
delivering vehicles in France through the Structural Heart, and Alinity making for an 114
Bearish
Renault joint venture; adds incremental ped- attractive outlook. Price target: $140. 95
estal customers in materials handling; accel- 76
erates electrolyzer sales globally; and inte- Advanced Micro Devices Ratio = 15
57
grates recent acquisitions. The development •AMD-Nasdaq 38
of the hydrogen economy is accelerating, and Neutral • Price $128.27 on Jan. 20
19
Plug is leading the charge. We remain Out- by Piper Sandler Bullish 0
perform on the shares. Price target: $50. J F M A M J J A S O N D J
We are downgrading Advanced Micro
To be considered for this section, material Devices to Neutral from Overweight and 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. decreasing our price target to $130 from The total top 20 sales and buys are 280,381,881 and 18,290,221 respectively; Source: Thomson Reuters
46
Market View
This commentary was issued recently by money managers, research firms,
and market newsletter writers and has been edited by Barron's.
If the Fed raises key rates “too much, the interest burden on the federal debt will be unmanageable. So,
inflation hedges, like residential real estate and growth stocks, are expected to remain an investor oasis."
Don’t Rush In
Technical Morning Meeting Comments
by Piper Sandler
Pipersandler.com
Jan. 20: Technical damage continues to
mount across the [S&P 500], as investors
reprice rate-hike and inflation risk. The in-
dex broke below its lower Bollinger Band
(4,566) yesterday and violated support off
the September highs (4,537). The next
downside support levels to watch are 4,513
(the December low), the 4,500-point mile-
stone, and 4,480 (the mid-August high). Mo-
mentum remains bearish, with limited signs
of oversold conditions. Only around 13% of
SPX stocks are currently trading with an
RSI [relative strength index] reading of 30
or lower. Breadth is holding up relatively
well. As of yesterday, 60% of SPX stocks
were above their 200-day MA [moving aver-
age]. We recommend that investors wait for
support to be established and for momen-
tum to improve before buying the dip.
—CRAIG W. JOHNSON
Focus on Industry Leaders
Equity Investment Outlook
by Osterweis Capital Management
Osterweis.com
First Quarter: As a result of higher secular
inflation and the Fed’s shift from an ultra-
easy money policy to a more hawkish stance
(to combat inflation), it appears rates are
poised to rise.
Typically, stocks tend to do well in the
early stages of a rising interest-rate cycle
(though volatility may also increase), as
higher yields generally correspond to an ex-
panding economy and rising corporate prof-
its. It is not until the late stage of the cycle
—when the Fed raises rates more aggres-
sively, pushing the economy into recession—
that stocks are hurt. We believe we are far
from that point, perhaps several years away.
However, higher rates are likely to put
some downward pressure on equity valua-
tions, particularly the very elevated valua-
tions of certain high-tech companies, sug-
BARRON’S
gesting a shift from growth to value.
With interest rates still near 30-year
lows—real rates are actually negative—
stocks still appear to be relatively attrac-
tive, especially those with steadily rising
dividends. Given the likelihood of higher in-
flation, it is especially important to focus on
companies with pricing power, which will
enable them to maintain or improve profit
margins in an inflationary environment. The
key to stock selection over the next few
years will be investing in competitively ad-
vantaged companies operating in growing
industries where profits, free cash flows,
and dividends are all rising. Often, this
means owning industry-leading companies.
—JOHN OSTERWEIS AND LARRY CORDISCO
Job Growth Looks Solid, but…
Economic & Financial Market Commentary
by Maria Fiorini Ramirez Inc.
mfr.com
Jan. 20: Initial unemployment claims for the
week ended Jan. 15 were up 55,000, to
286,000, from a slightly revised 231,000 in
the preceding week. The median forecast
was for a modest decline to 225,000, so the
outcome was far above that.
We caution that weekly seasonal adjust-
ment, which is never an easy task, becomes
much more difficult in the holiday period
through late January. It seems rather clear
that the [latest] jump in seasonally adjusted
claims was exaggerated greatly by a sea-
sonal adjustment process that “expected” a
far greater decline in unadjusted claims
than the 83,000 drop that was recorded.
This can be the result of many factors, al-
though we would assume that at least some
was due to the temporary impact of the
Omicron Covid-19 variant. The four-week
moving average of seasonally adjusted ini-
tial claims was 231,000 in the Jan. 15 week
(up 20K from the preceding week’s total).
Continuing claims (reported with a one-
week lag) totaled 1,635,000 in the week
ended Jan. 8, up 84,000 from 1,551,000 a
week earlier. While also subject to weekly
volatility, continuing claims ought to remain
in a downtrend, as job growth stays solid
—LOUIS NAVELLIER, Navellier Market Notes
and [unemployment insurance] recipients
continue to exhaust their eligibility.
Recent volatility notwithstanding, the
overall picture painted by the data points
to a rapid pace of job growth. With the
supply of labor still constrained, payroll
gains, while solid, nonetheless are falling
short of what they would be if businesses
could hire as many workers as they wish.
—JOSHUA SHAPIRO
Stocks’ Slump Is Prelude
To Their Robust Recovery
Market View 360
by Tigress Financial Intelligence
tigressfi.com
Jan. 20: U.S. stocks continued to trade
lower on Wednesday, as the near-term path
of least resistance remains to the downside.
Stocks are still dealing with expectations of
higher rates and their potential impact.
However, [companies’] pricing power re-
mains strong, driven by solid demand. De-
cember housing starts increased 1.4%, to
[an annualized] 1.702 million, coming in bet-
ter than the 1.650 million expected, the fast-
est pace since March 2021 and the second-
best increase since September 2006. And
new Omicron cases show signs of peaking in
many hot spots around the U.S.
Expectations for a strong postpandemic
cyclical recovery, driven by a further in-
crease in consumer spending and inventory
restocking, and an expected ramp-up in cap-
ital investment, should start to overcome
concerns over Fed tightening and be the
market’s upward driver once this near-term
correction runs its course.
—IVAN FEINSETH
And Here’s the Good News
Navellier Market Notes
by Navellier & Associates
Navellier.com
Jan. 18: The uncertainty of where interest
rates will reach equilibrium finds money
moving to the sidelines in the stock market.
The good news is that Alcoa [has kicked
January 24, 2022
off] the fourth-quarter announcement sea-
son [with strong numbers]. This is essen-
tially the first of wave after wave of better-
than-fourth-quarter results that I am
expecting to propel growth stocks higher.
Ironically, the Biden administration’s
popularity is ultralow, despite strong GDP
growth. This is because inflation is the No.
1 problem. Consumers are becoming in-
creasingly frustrated every time they go to
a gas station or grocery store. Businesses
are finding it harder to plan, and prices of
key components continue to rise. In the end,
this uncertainty causes businesses to raise
their prices, which creates even more infla-
tion, especially as services costs rise.
To break the back of inflation, the Fed
has to engineer a “soft landing,” which is
easier said than done. Its toolbox is compro-
mised; if it raise key rates too much, the in-
terest burden on the almost $30 trillion in
federal debt will be unmanageable. So, infla-
tion hedges, like residential real estate and
growth stocks, are expected to remain an
investor oasis.
—LOUIS NAVELLIER
A Saying for Today
Out of the Box
by B. Riley Securities
brileyfin.com
Jan. 18: For the past 12 months the consumer
price index increased 7% while the producer
price index increased 9.7%, which provides
us an average number of 8.35%. If you con-
sider the equity returns for the past six
months, and then the last month, you will
note that everything, adjusted for inflation, is
underwater. The same can be said for bonds.
I think that 2022 will be a much more diffi-
cult year than 2021 for investors. Choices will
require more care, and thoughtful delibera-
tions may take a longer period. [As famed in-
vestor Peter Lynch put it:] “Know what you
own, and know why you own it.”
—MARK J. GRANT
To be considered for this section, material, with
the author’s name and address, should be sent
to MarketWatch@barrons.com.
January 24, 2022 BARRON’S 47

New York Stock Exchange Composite List

NOTICE TO READERS:
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt. FIVE-DAY DOW COMPOSITE
8.16 4.50 ApartmtInv AIV ... dd 6.84 –0.43 ...
Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters 10.25 10.03 ApeironCapital APN.UT ... ... 10.06 –0.05 ... Pain Trade: The Dow dropped 5.7% this week as the tech wreck spread
9.97 9.75 ApeironCapA APN ... ... 9.90 +0.02 ...
0.50 0.30 ApeironCapWt APN.WT ... ... .33 –0.08 ... to the entire stock market. Goldman Sachs dropped 9.7%, while Procter
26.84 17.68 APi Group APG ... dd 22.08 –2.29 ...
Please visit the Market Lab home page on barrons.com under Data. 16.94 11.02 ApolloComRlEst ARI 10.5 9 13.28 –0.74 .35 and Gamble—the only Dow stock to finish higher—rose 1.8%.
81.07 45.40 ApolloGlbMgmt APO 3.0 8 65.90 –2.93 .50
12.31 10.00 ApolloStratGr APSG.UT ... ... 10.28 +0.03 ...
11.40 9.64 ApolloStratGrA APSG ... 77 9.92 –0.01 ... Monday Tuesday Wednesday Thursday Friday
www.barrons.com/market-data/market-lab 2.93 0.75 ApolloStratGrWt APSG.WT ... ... 1.09 –0.01 ... 35995
10.96
10.05
9.73
9.64
ApolloStratGrII
ApolloStratII A
APGB.UT
APGB
...
...
...
64
9.88
9.72
–0.06
–0.03
...
... 35855 H
1.68 0.81 ApolloStratII Wt APGB.WT ... ... .84 –0.10 ... 35715 (Prev Fri's Close)
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.
17.44
109.87
12.31
70.08
AppleHospREIT
AppliedIndlTechs
APLE
AIT
.3
1.4
dd
23
15.92
97.25
–0.87
–4.21
.01
.33
35575 O
158.97 112.37 Aptargroup ATR 1.3 33 116.38 –4.80 .38 35435
A 291.48
37.85
133.82
15.97
Albemarle
Albertsons
ALB
ACI
.7
1.7
cc
16
212.75
28.28
–20.92
–2.66
.39
.12 180.81
43.12
127.21
31.22
Aptiv
Aramark
APTV
ARMK
...
1.3
48
dd
140.19
34.09
–12.41
–2.49
...
.11
35295 L
64.37 17.30 Alcoa AA ... 25 56.21 –5.18 ... 35155
45.49
39.11
30.90
28.62
AAR
ABB
AIR
ABB
...
1.9
19
40
39.83
36.39
–2.98
–0.96
...
.6957
88.78
26.57
65.60
14.89
Alcon
Alexander&Baldwin
ALC
ALEX
.1
2.9
cc
55
77.17
22.79
–1.42
–1.46
.1099
.18
20.74
37.87
14.01
20.50
ArborRealty
ArcelorMittal
ABR
MT
8.1
.8
7
3
17.02
31.83
–1.46
–5.39
.36
.255 35015 I
4.50 105.58 39.02 ArchResources ARCH 1.1 90 91.59 –4.99 .25
22 308.39 246.15 Alexanders ALX 7.1 18 254.70 –7.79 34875
55.48
9.77
18.43
36.31
7.58
10.67
ABMIndustries
ACCO Brands
AcresCmclRlty
ABM
ACCO
ACR
1.9
3.8
...
10
4
41.27
7.98
12.17
–3.90
–0.53
–1.08
.195
.075
...
224.95
53.01
154.37
44.18
AlexandriaRlEst
AlgonquinPwrUn
ARE
AQNU
2.3
8.1
30
...
196.58
45.92
–13.70
+0.42
1.15
.9688
22.01
18.60
9.62
3.24
ArchaeaEnergy
ArcherAviation
LFG
ACHR
...
...
dd
dd
16.76
3.33
–0.35
–0.63
...
... 34735 D
6.44 0.49 ArcherAviationWt ACHR.WT ... ... .50 –0.16 ...
34.48
11.78
15.31
6.73
ADC Therap
ADT
ADCT
ADT
...
1.9
dd
dd
15.67
7.18
–1.55
–0.74
...
.035
17.86
274.29
13.39
108.70
AlgonquinPwr
Alibaba
AQN
BABA
4.9
...
14
18
14.02
123.23
+0.18
–8.34
.1706
... 72.12
10.80
49.28
6.99
ArcherDaniels
Archrock
ADM
AROC
2.1
7.3
15
47
68.94
7.99
–2.61
–0.61
.37
.145
34595
34455
A
12.41 10.00 AEA-Bridges IMPX.UT ... ... 10.20 –0.17 ... 14.51 8.46 Alight ALIT ... dd 9.25 –0.29 ...
11.42
2.33
9.58
0.58
AEA-BridgesA
AEA-BridgesWt
IMPX
IMPX.WT
...
...
cc
...
9.84
.73
–0.06
–0.27
...
...
737.89
25.04
563.47
13.85
Alleghany
AlleghenyTechs
Y
ATI
...
...
14
dd
652.40
20.00
–32.06
–0.41
...
...
38.49
6.72
21.80
4.33
Arconic
ArcosDorados
ARNC
ARCO
...
...
dd
54
31.57
5.59
–3.36
+0.12
...
...
34315
34175
Y -543.34 -339.82 -313.26 -450.02
78.62 49.34 AECOM ACM .9 59 69.25 –4.61 .15 148.70 106.52 Allegion ALLE 1.2 24 121.28 –3.18 .36 68.46 47.48 Arcosa ACA .4 33 47.86 –4.55 .05
29.07 22.46 AES AES 2.8 30 22.95 –0.11 .158 73.10 56.84 Allete ALE 4.0 22 63.72 –2.13 .63 10.56 9.82 ArctosNthStar ANAC.UT ... ... 9.89 –0.06 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
64.22 44.76 Aflac AFL 2.6 10 60.86 –3.20 .40 102.23 52.07 AllianceData ADS 1.3 4 64.61 –7.76 .21 10.20 9.44 ArctosNorthA ANAC ... 52 9.72 –0.03 ...
158.62 101.69 AGCO AGCO .7 12 117.48 –8.58 .20 57.54 35.09 AllianceBernstein AB 7.5 13 47.84 –2.58 .89 1.40 0.57 ArctosNorthWt ANAC.WT ... ... .70 +0.10 ...
14.88 8.86 AG Mortgage MITT 8.1 1 10.01 –0.18 .21 46.40 32.55 AllisonTransm ALSN 2.0 11 38.80 –2.30 .19 49.10 22.36 ArcusBiosci RCUS ... dd 31.09 –4.72 ...
15.23 6.24 a.k.a.Brands AKA ... ... 6.30 –1.19 ... 140.00 102.55 Allstate ALL 2.7 5 119.41 –4.67 .81 12.43 8.38 ArdaghMetalPkg AMBP ... dd 8.75 –0.11 ...
72.62 2.81 AMC Ent AMC ... dd 17.97 –2.60 ... 56.61 36.34 AllyFinancial ALLY 2.5 6 47.06 –5.58 .30 2.80 1.08 ArdaghMetalWt AMBP.WT ... ... 1.98 +0.04 ... 52-Week Tick Div 52-Week Tick Div
129.12 69.50 AMN Healthcare AMN ... 20 93.42 –14.92 ... 73.05 11.04 AlphaMetal AMR ... dd 59.57 –11.15 ... 5.43 3.07 ArdmoreShipping ASC ... dd 3.35 –0.18 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
9.75 3.00 AMTD Intl HKIB ... ... 5.10 +0.90 ... 21.07 15.15 AlpineIncmProp PINE 5.2 cc 19.35 –0.66 .27 10.80 9.74 AresAcqn AAC.UT ... ... 9.84 –0.07 ...
10.00 9.50 AresAcqnA AAC ... ... 9.74 ... ... 44.37 26.14 Avantor AVTR ... 46 36.08 –1.63 ... 57.64 39.84 BarnesGroup B 1.4 26 45.54 –2.65 .16
10.15 10.03 APAcqnUn APCA.UT ... ... 10.08 +0.01 ... 17.38 9.40 AltaEquipment ALTG ... dd 13.63 –1.16 ... 34.06 17.11 Avaya AVYA ... dd 17.71 –2.50 ... 25.37 17.27 BarrickGold GOLD 1.9 17 19.34 +0.66 .14
3.94 1.84 ARC Document ARC 5.9 19 3.40 –0.24 .05 10.16 9.50 AltC Acqn ALCC ... ... 9.69 –0.14 ... 1.40 0.61 AresAcqnWt AAC.WT ... ... .67 –0.08 ...
16.98 11.16 AresCommRealEst ACRE 9.3 9 14.22 –0.80 .02 229.24 147.40 AveryDennison AVY 1.4 22 200.76 –8.32 .68 82.00 29.17 Bath&BodyWks BBWI 1.1 9 53.05 –2.78 .15
9.62 6.61 ASETech ASX 3.0 10 7.17 –0.76 .3017 140.36 53.05 Alteryx AYX ... dd 53.09 –5.25 ... 61.46 36.69 Avient AVNT 1.9 17 50.64 –4.29 .2375 10.10 9.97 BatteryFutureAcqUn BFAC.UT ... ... 9.99 –0.01 ...
131.89 82.69 ASGN ASGN ... 16 113.35 –5.10 ... 38.19 14.10 AlticeUSA ATUS ... 6 14.15 –1.54 ... 90.08 44.43 AresMgmt ARES 2.6 37 72.75 –4.37 .47
55.99 36.60 Argan AGX 2.7 13 37.41 –2.19 .25 49.14 36.68 Avista AVA 3.9 20 43.76 +0.11 .4225 34.80 22.99 BauschHealth BHC ... dd 25.06 –2.02 ...
33.88 22.02 AT&T T 7.8 cc 26.61 –0.57 .52 9.98 9.65 AltimarAcqnIIIA ATAQ ... ... 9.75 –0.03 ... 34.20 26.42 AxaltaCoating AXTA ... 25 30.30 –2.44 ... 88.91 73.12 BaxterIntl BAX 1.3 36 86.28 +0.54 .28
13.05 2.66 ATI PhysTherapy ATIP ... dd 3.38 –0.37 ... 1.51 0.66 AltimarIIIWt ATAQ.WT ... ... .77 –0.05 ... 61.30 39.74 ArgoGroup ARGO 2.2 21 57.49 –2.57 .31
... 62.44 38.32 AxosFinancial AX ... 15 53.87 –6.59 ... 18.20 1.64 Beachbody BODY ... ... 1.64 –0.31 ...
4.00 0.31 ATIPhysTherapyWt ATIP.WT ... ... .45 –0.05 ... 15.04 9.75 AltimeterGrw2 AGCB ... dd 9.76 –0.05 ... 15.89 10.06 ArisWater ARIS 2.1 13.05 +0.26 .07
29.45 11.31 Azul AZUL ... dd 15.09 +0.77 ... 7.38 0.20 BeachbodyWt BODY.WT ... ... .21 –0.02 ...
19.05 8.42 A10Networks ATEN 1.4 13 14.53 +0.08 .05 52.59 40.46 Altria MO 7.2 34 50.32 –0.49 .90 148.57 65.52 AristaNetworks ANET ... 48 118.63 –11.11 ...
dd 45.45 14.14 AzurePowerGlbl AZRE ... dd 14.19 –1.82 ... 10.16 10.00 BeardEnerTran BRD.UT ... ... 10.03 –0.02 ...
58.61 44.26 AXIS Capital AXS 3.1 12 55.78 –1.22 .43 11.35 7.70 AltusPower AMPS ... dd 7.78 –1.40 ... 4.42 3.35 ArlingtonAsset AAIC ... 3.41 –0.17 ... 10.20 9.75 BeardEnerA BRD ... ... 9.84 +0.02 ...
51.32 33.68 AZEK AZEK ... 58 34.26 –6.31 ... 3.14 0.79 AltusPowerWt AMPS.WT ... ... 1.60 –0.74 ... 10.88 5.48 ArloTech ARLO ... dd 8.21 –1.45 ... 0.38
58.59 46.67 AZZ AZZ 1.4 16 48.29 –3.09 .17 23.90 7.57 AlumofChina ACH ... 18 14.40 +0.06 ... 15.80
12.56
10.62
9.02
ArmadaHoffler
ArmourRes
AHH
ARR
5.0
13.0
79
6
13.63
9.24
–0.65
–0.48
.17
.10
B 0.60
26.12 15.95
BeardEnerWt
BeazerHomes
BRD.WT
BZH
...
...
...
5
.38
18.72
–0.11
–3.16
...
...
37.49 16.64 Aaron's AAN 1.9 8 21.32 –1.64 .10 18.63 13.09 AmbacFin AMBC ... dd 14.36 –2.09 ... 268.55 235.13 BectonDicknsn BDX 1.3 39 264.63 +2.01 .87
142.60 105.36 AbbottLabs ABT 1.5 31 125.83 –2.33 .47 5.94 2.65 AmbacFinWt AMBC.WT ... ... 3.38 –1.14 ... 6.96 1.68 ArmstrongFlooring AFI ... dd 2.14 –0.16 ... 17.25 3.37 Bark BARK ... dd 3.41 –0.70 ... 68.87 40.66 Belden BDC .3 19 57.34 –6.37 .05
138.15 101.81 AbbVie ABBV 4.3 31 131.98 –3.89 1.41 3.95 2.38 Ambev ABEV 3.8 14 2.67 –0.08 .0839 118.14 75.92 ArmstrongWorld AWI .9 28 102.58 –4.97 .231 5.00 0.51 BarkWt BARK.WT ... ... .64 –0.11 ... 34.19 20.36 BellRingBrands BRBR ... 35 24.42 –1.50 ...
48.97 22.29 Abercrombie&Fitch ANF ... 7 32.36 –1.78 ... 22.87 4.88 AmbrxBio AMAM ... ... 5.06 –1.04 ... 137.95 96.40 ArrowElec ARW ... 10 124.67 –10.29 ... 47.84 27.21 B&G Foods BGS 5.9 25 32.08 –1.49 .475 32.56 22.25 BenchmarkElec BHE 2.7 29 24.88 –2.11 .165
23.33 14.04 AcadiaRealty AKR 3.0 cc 20.17 –2.29 .15 12.92 10.33 Amcor AMCR 4.0 20 11.95 –0.42 .12 57.65 41.86 ArtisanPtrsAsset APAM 9.3 9 42.23 –3.67 1.07 53.41 42.34 BCE BCE 5.4 22 51.96 –0.97 .7011 12.25 3.52 BensonHill BHIL ... ... 3.62 –0.63 ...
14.10 9.13 AccelEnt ACEL ... 50 11.94 –0.31 ... 90.77 69.79 Ameren AEE 2.5 23 87.72 –0.37 .55 145.79 25.41 Asana ASAN ... dd 50.43 –9.75 ... 2.87 0.70 BEST BEST ... dd .75 –0.15 ... 4.68 0.41 BensonHillWt BHIL.WT ... ... .51 –0.20 ...
10.24 9.73 AccelerateAcqn AAQC.UT ... ... 9.95 +0.02 ... 101.86 37.70 Ameresco AMRC ... 38 48.68 –8.45 ... 230.97 137.96 AsburyAutomotive ABG ... 6 157.25 –9.96 ... 16.91 11.45 BGSF BGSF 3.6 13 13.25 –0.99 .12 0.66 0.43 BerensonAcqnIWt BACA.WT ... ... .43 –0.02 ...
9.96 9.60 AccelerateA AAQC ... cc 9.70 ... ... 21.37 12.70 AmericaMovil AMX 1.8 13 19.32 –1.09 .1964 10.19 9.91 AscendantDigIII ACDI.UT ... ... 10.14 –0.02 ... 82.07 51.88 BHP Group BHP 9.3 15 64.97 –2.00 4.00 10.06 9.17 BerensonAcqnI BACA.UT ... ... 9.97 +0.03 ...
1.31 0.62 AccelerateWt AAQC.WT ... ... .62 –0.16 ... 21.34 12.76 AmericaMovil A AMOV 2.1 13 19.22 –1.10 .1964 10.00 9.80 AscendantDigA ACDI ... ... 9.90 –0.02 ... 69.31 49.50 BHP Group BBL 9.3 15 64.87 –1.20 4.00 9.79 9.65 BerensonAcqnI BACA ... ... 9.67 –0.01 ...
417.37 241.73 Accenture ACN 1.2 35 335.63 –17.73 .97 40.83 27.21 AmericanAssets AAT 3.4 92 35.55 –3.33 .30 0.62 0.50 AscendantDigWt ACDI.WT ... ... .50 –0.06 ... 35.00 2.92 BitMining BTCM ... dd 3.16 –1.75 ... 87.07 61.49 Berkley WRB .6 15 82.54 –3.05 1.00
10.10 9.84 AcropolisInfr ACRO.UT ... ... 9.90 –0.05 ... 13.06 7.90 AmericanAxle AXL ... 11 8.04 –1.90 ... 77.90 8.45 AshfordHosp AHT ... dd 8.57 –2.70 ... 74.09 37.15 BJ'sWholesale BJ ... 20 60.52 –0.31 ... 487255 341119 BerkHathwy A BRK.A ... 8 458675 –26704 ...
9.82 9.62 AcropolisInfrA ACRO ... ... 9.68 –0.02 ... 57.83 40.01 AmCampus ACC 3.6 cc 51.86 –3.75 .47 110.74 79.16 AshlandGlobal ASH 1.2 26 96.70 –9.00 .30 10.22 8.80 BoaAcqn BOAS.UT ... ... 10.00 +0.03 ... 324.40 226.10 BerkHathwy B BRK.B ... 8 305.22 –18.91 ...
1.13 0.65 AcropolisInfrWt ACRO.WT ... ... .66 –0.21 ... 38.99 20.52 AmerEagle AEO 3.4 12 21.23 –2.52 .18 65.99 16.33 AspenAerogels ASPN ... dd 31.33 –6.91 ... 9.91 9.61 BoaAcqnA BOAS ... 58 9.83 ... ... 31.78 16.35 BerkshireHills BHLB 1.6 12 29.55 –1.74 .12
224.59 117.19 AcuityBrands AYI .3 21 195.69 –10.87 .13 43.80 26.21 AmEqtyLf AEL .8 11 40.34 –3.38 .34 29.54 21.83 AssetMarkFin AMK ... cc 24.02 –2.21 ... 1.04 0.44 BoaAcqnWt BOAS.WT ... ... .45 –0.10 ... 74.73 48.65 BerryGlobal BERY ... 13 69.21 –3.34 ...
57.87 38.57 Acushnet GOLF 1.4 16 47.10 –2.18 .165 189.03 112.10 AmerExpress AXP 1.1 17 158.74 –9.66 .43 25.55 17.75 AssociatedBanc ASB 3.3 12 24.33 –1.13 .20 18.75 11.01 BP Midstream BPMP 7.9 11 17.68 –0.75 .3475 141.97 94.42 BestBuy BBY 2.9 9 96.45 –3.59 .70
11.77 6.78 Adecoagro AGRO ... 7 7.28 –0.25 ... 146.63 79.21 AmericanFin AFG 1.8 5 126.94 –8.63 .56 46.60 30.21 AssocCapital AC .5 9 42.17 –3.63 .10 32.64 20.43 BP BP 4.1 16 30.71 –1.33 .3276 73.23 39.29 BigLots BIG 3.0 6 39.80 –3.61 .30
53.17 30.47 Adient ADNT ... 4 43.58 –6.77 ... 44.07 28.63 AmHomes4Rent AMH 1.0 cc 39.37 –2.38 .10 172.22 121.55 Assurant AIZ 1.9 20 146.99 –7.90 .68 7.25 2.79 BP Prudhoe BPT 11.0 cc 6.14 +0.88 .5812 10.21 4.45 BigBear.ai BBAI ... dd 5.26 +0.51 ...
10.78 9.79 AditEdTech ADEX.UT ... ... 10.04 –0.01 ... 62.54 36.80 AIG AIG 2.2 9 57.32 –4.59 .32 56.95 35.31 AssuredGuaranty AGO 1.7 15 51.65 –4.04 .22 6.08 3.35 BRF BRFS ... 48 4.24 –0.14 ... 1.75 0.55 BigBear.aiWt BBAI.WT ... ... .80 +0.10 ...
10.24 9.44 AditEdTechA ADEX ... dd 9.87 ... ... 20.38 7.71 AmRltyInv ARL ... 20 13.00 +0.13 ... 30.48 15.61 Atento ATTO ... dd 24.15 –2.23 ... 24.20 13.83 BRT Apartments BRT 4.3 15 21.29 –0.10 .23 948.97 525.00 BiglariA BH.A ... 5 641.00 –59.00 ...
1.39 0.36 AditEdTechWt ADEX.WT ... ... .38 –0.04 ... 103.77 70.07 AmerStWater AWR 1.6 36 91.81 –2.16 .365 10.35 10.06 AthenaConsumer ACAQ.UT ... ... 10.10 ... ... 68.68 45.50 BWX Tech BWXT 1.7 18 48.42 +0.12 .21 188.50 106.00 BiglariB BH ... 5 119.17 –14.10 ...
43.85 26.66 AdtalemGlbEduc ATGE ... dd 27.90 –1.80 ... 303.72 197.50 AmerTowerREIT AMT 2.1 45 244.76 –5.86 1.39 10.26 9.85 AthenaCnsmrA ACAQ ... ... 9.91 –0.01 ... 10.37 5.37 Babcock&Wilcox BW ... dd 7.27 –0.72 ... 348.50 109.65 Bill.com BILL ... dd 156.89 –24.23 ...
244.55 143.15 AdvanceAuto AAP 1.8 23 226.15 –13.45 1.00 22.49 14.16 AmerVanguard AVD .5 22 15.72 –0.45 .02 0.61 0.42 AthenaCnsmrWt ACAQ.WT ... ... .43 –0.03 ... 16.00 5.51 Babylon BBLN ... dd 5.96 –0.56 ... 151.51 62.57 BiohavenPharm BHVN ... dd 110.08 –12.09 ...
138.02 80.47 AdvDrainageSys WMS .4 43 111.66 –7.75 .11 189.65 131.01 AmerWaterWorks AWK 1.5 38 161.39 –2.18 .6025 10.05 9.93 AthenaTechII ATEK.UT ... ... 9.95 –0.09 ... 2.36 0.52 BabylonWt BBLN.WT ... ... .88 +0.08 ... 832.70 545.00 Bio-RadLab A BIO ... 3 585.68 –42.55 ...
10.20 9.75 AdvancedMerg AMPI.UT ... ... 9.79 –0.15 ... 43.75 4.02 AmericanWell AMWL ... dd 4.08 –0.56 ... 118.49 43.19 Atkore ATKR ... 8 97.59 –5.58 ... 112.36 88.36 BadgerMeter BMI .9 46 89.50 –5.55 .20 818.60 556.55 Bio-RadLab B BIO.B ... 3 584.00 –40.28 ...
10.07 9.60 AdvMergerPtrsA AMPI ... cc 9.71 –0.09 ... 11.00 10.10 AmericasTechAcqn ATA.UT ... ... 10.24 –0.06 ... 11.24 9.81 AtlStreetAcqn ASAQ.UT ... ... 10.05 ... ... 50.80 4.10 Bakkt BKKT ... dd 4.16 –1.42 ... 11.32 3.42 BirdGlobal BRDS ... dd 3.70 –0.15 ...
1.80 0.55 AdvMergerPtrsWt AMPI.WT ... ... .58 –0.08 ... 10.30 9.82 AmericasTechA ATA ... cc 10.15 –0.01 ... 10.65 9.56 AtlStreetAcqn ASAQ ... 63 9.81 –0.01 ... 18.64 0.84 BakktWt BKKT.WT ... ... 1.23 –0.28 ... 5.00 0.44 BirdGlobalWt BRDS.WT ... ... .53 –0.03 ...
50.95 21.28 AdvanSix ASIX 1.2 8 41.64 –4.08 .125 1.78 0.39 AmericasTechWt ATA.WT ... ... .41 –0.01 ... 1.75 0.45 AtlStreetAcqnWt ASAQ.WT ... ... .47 –0.02 ... 98.09 77.95 Ball BLL .9 36 88.33 –2.26 .20 10.33 9.80 BiteAcqn BITE.UT ... ... 9.93 –0.05 ...
5.87 3.89 Aegon AEG 2.5 ... 5.59 –0.26 .0937 40.85 27.88 AmericoldRealty COLD 3.1 dd 28.25 –1.75 .22 16.49 10.70 Atlas ATCO 3.6 23 13.84 –1.03 .125 75.92 27.09 Bally's BALY ... 19 27.11 –6.55 ... 9.96 9.55 BiteAcqn BITE ... ... 9.70 –0.01 ...
2.97 1.14 Aenza AENZ ... dd 1.87 –0.17 ... 332.37 196.77 Ameriprise AMP 1.5 16 299.38 –29.20 1.13 11.25 9.82 AtlasCrestII ACII.UT ... ... 9.83 –0.03 ... 22.09 15.40 BancCalifornia BANC 1.2 16 20.18 –1.68 .06 0.75 0.42 BiteAcqnWt BITE.WT ... ... .48 –0.01 ...
71.38 37.29 AerCap AER ... 9 63.29 –5.07 ... 136.95 100.71 AmerisourceBrgn ABC 1.4 18 131.52 –4.68 .46 10.37 9.46 AtlasCrestII A ACII ... 49 9.72 –0.02 ... 4.98 2.47 BancoBBVA BBAR ... 3 2.94 –0.35 ... 72.78 58.22 BlackHills BKH 3.6 17 66.93 –1.56 .595
53.34 39.85 AerojetRocket AJRD .0 25 42.93 –0.05 5.00 148.07 106.96 Ametek AME .6 34 136.42 –5.12 .20 1.96 0.36 AtlasCrestII Wt ACII.WT ... ... .54 –0.12 ... 7.26 4.53 BancoBilbaoViz BBVA 1.2 8 6.31 –0.32 .0697 87.78 68.60 BlackKnight BKI ... 59 73.30 –1.50 ...
21.83 4.72 AevaTech AEVA ... dd 4.73 –0.97 ... 7.45 3.89 AmnealPharm AMRX ... 49 4.46 –0.18 ... 107.66 84.59 AtmosEnergy ATO 2.6 20 104.59 –1.46 .68 4.86 2.79 BancoBradesco BBDO 4.3 7 3.20 +0.04 .002 10.74 10.01 BlackMountain BMAC.UT ... ... 10.10 –0.04 ...
7.96 0.84 AevaTechWt AEVA.WT ... ... .84 –0.33 ... 8.81 4.12 Ampco-Pitt AP ... 59 5.44 –0.27 ... 26.67 17.00 Atotech ATC ... dd 24.60 –1.30 ... 25.12 15.60 BancodeChile BCH 1.9 12 19.76 +1.30 .3844 9.91 9.76 BlackMountainA BMAC ... ... 9.86 ... ...
191.62 110.02 AffiliatedMgrs AMG .0 12 140.60 –15.90 .01 88.45 58.58 Amphenol APH 1.0 32 77.03 –4.58 .20 18.49 5.12 ATRenew RERE ... dd 5.93 –0.10 ... 19.33 14.30 Bladex BLX 6.0 11 16.53 –0.75 .25 0.65 0.38 BlackMountainWt BMAC.WT ... ... .39 –0.01 ...
10.30 9.85 AfricanGoldAcqn AGAC.UT ... ... 10.02 –0.04 ... 5.78 1.71 AmplifyEnergy AMPY ... dd 3.45 –0.42 ... 6.35 2.15 Audacy AUD ... dd 2.27 –0.21 ... 21.20 12.24 BancoMacro BMA ... 4 13.22 –1.46 ... 10.36 9.90 BlackSpadeAcqn BSAQ.UT ... ... 10.00 ... ...
9.82 9.40 AfricanGoldA AGAC ... 55 9.69 –0.02 ... 18.80 7.00 Amrep AXR ... 9 14.10 –0.40 ... 2.40 0.75 AusterlitzI Wt AUS.WT ... ... .77 –0.13 ... 9.02 5.19 BancSanBrasil BSBR 7.7 ... 5.79 –0.01 .1451 9.98 9.61 BlackSpadeA BSAQ ... ... 9.69 ... ...
0.97 0.38 AfricanGoldWt AGAC.WT ... ... .44 –0.08 ... 86.17 39.92 Anaplan PLAN ... dd 44.48 –2.23 ... 11.67 9.81 AusterlitzAcqnI AUS.UT ... ... 9.91 –0.09 ... 26.15 15.37 BcoSantChile BSAC 5.1 10 20.04 +1.13 .9285 0.89 0.45 BlackSpadeWt BSAQ.WT ... ... .70 ... ...
9.99 9.62 AfterNextA AFTR ... ... 9.63 –0.06 ... 10.05 9.99 AndrettiAcqn WNNR.UT ... ... 10.00 –0.03 ... 10.16 9.70 AusterlitzI A AUS ... dd 9.71 –0.01 ... 6.67 4.49 BcoSantMex BSMX 2.8 9 5.70 –0.05 .0675 12.75 8.05 BlackStoneMin BSM 9.1 40 10.97 –0.74 .25
10.70 9.75 AfterNextHealth AFTR.UT ... ... 9.80 –0.08 ... 19.00 15.70 AngelOakMtg AOMR 8.5 20 16.93 –0.32 .36 10.14 9.63 AusterlitzII A ASZ ... 70 9.71 –0.03 ... 4.38 2.92 BancoSantander SAN 1.1 9 3.46 –0.23 .0563 28.77 7.71 BlackBerry BB ... dd 8.54 –0.50 ...
1.01 0.58 AfterNextWt AFTR.WT ... ... .60 –0.08 ... 10.23 9.80 AngelPond POND.UT ... ... 9.92 –0.01 ... 1.50 0.74 AusterlitzII Wt ASZ.WT ... ... .80 –0.08 ... 37.17 27.64 BanColombia CIB 3.2 27 35.04 +1.79 .0672 973.16 670.28 BlackRock BLK 2.4 21 800.92 –47.68 4.88
179.57 112.47 AgilentTechs A .6 35 137.51 –7.17 .21 9.90 9.57 AngelPondA POND ... ... 9.69 –0.07 ... 10.70 9.85 AusterlitzAcqnII ASZ.UT ... ... 9.89 –0.08 ... 50.08 29.57 BankofAmerica BAC 1.9 13 44.92 –2.99 .21 17.47 2.73 BlackSkyTech BKSY ... dd 2.74 –0.54 ...
26.36 8.94 Agiliti AGTI ... cc 19.01 –1.07 ... 1.16 0.58 AngelPondWt POND.WT ... ... .72 –0.03 ... 147.67 26.10 Autohome ATHM 4.6 9 34.89 –0.96 .87 41.65 29.99 BankofButterfield NTB 4.7 11 37.56 –3.34 .44 4.89 0.31 BlackSkyTechWt BKSY.WT ... ... .38 –0.01 ...
44.83 16.22 agilon health AGL ... dd 16.32 –3.29 ... 26.77 14.57 AngloGoldAsh AU 2.5 10 20.25 +0.21 .4659 110.59 80.83 Autoliv ALV 2.6 17 98.74 –9.29 .64 99.10 75.68 BankofHawaii BOH 3.2 15 87.52 –4.36 .70 149.78 63.71 Blackstone BX 3.3 15 109.78 –6.34 1.09
74.50 47.07 AgnicoEagle AEM 2.8 19 50.89 –0.52 .35 79.67 54.08 AB InBev BUD .7 23 65.13 –2.67 .5964 133.48 70.64 AutoNation AN ... 7 104.98 –4.92 ... 120.13 74.05 BankofMontreal BMO 3.6 12 114.01 –4.02 .8782 34.04 26.38 BlackstoneMtg BXMT 8.1 12 30.56 –1.35 .62
75.95 61.27 AgreeRealty ADC 4.3 36 64.09 –4.07 .227 9.64 7.55 AnnalyCap NLY 11.6 4 7.59 –0.35 .22 2110.00 1111.71 AutoZone AZO ... 19 1942.17 –91.31 ... 64.53 39.46 BankNY Mellon BK 2.4 14 57.18 –6.42 .34 21.04 6.45 BlendLabs BLND ... dd 7.04 –0.03 ...
52.96 36.52 AirLease AL 1.8 12 40.68 –3.82 .185 132.00 9.71 AnnovisBio ANVS ... dd 13.04 –2.48 ... 191.67 98.14 Avalara AVLR ... dd 98.43 –11.00 ... 74.24 52.97 BkNovaScotia BNS 4.4 12 71.46 –2.07 .7844 26.51 16.43 BlockHR HRB 5.0 6 21.44 –0.66 .27
316.39 245.75 AirProducts APD 2.1 31 282.47 –8.88 1.50 11.71 7.57 AnteroMidstream AM 9.1 14 9.93 –0.75 .225 257.52 161.10 Avalonbay AVB 2.6 33 242.00 –6.68 1.59 50.71 34.02 BankUnited BKU 2.2 9 41.99 –4.38 .23 289.23 117.81 Block SQ ... cc 118.10 –15.19 ...
165.98 134.54 AlamoGroup ALG .5 25 148.17 –10.35 .18 21.99 6.29 AnteroResources AR ... dd 16.97 –3.06 ... 55.57 44.10 Avangrid AGR 3.8 21 46.13 –1.91 .44 10.01 9.98 BanyanAcqn BYN.UT ... ... 9.99 –0.01 ... 44.95 15.53 BloomEnergy BE ... dd 15.58 –2.55 ...
9.38 6.62 AlamosGold AGI ... dd 7.03 –0.07 ... 470.02 286.04 Anthem ANTM 1.0 20 441.56 –10.58 1.13 53.61 28.95 AvanosMedical AVNS ... dd 31.44 –1.23 ... 12.20 7.21 Barclays BCS 1.5 ... 10.86 –1.23 .0555 12.76 3.52 BlueApron APRN ... dd 7.90 –0.08 ...
74.25 46.26 AlaskaAir ALK ... cc 52.02 –3.77 ... 326.25 202.32 Aon AON .8 68 266.42 –7.03 .51 11.40 9.54 AvantiAcqnA AVAN ... 40 9.81 –0.01 ... 11.55 8.82 BaringsBDC BBDC 7.7 7 10.61 –0.30 .22 17.89 9.35 BlueOwlCapital OWL 3.0 dd 12.20 –1.22 .09
93.43 65.14 AlbanyIntl AIN 1.0 23 83.38 –5.52 .21 55.53 37.51 AptIncmREIT AIRC 3.4 dd 51.78 –2.72 .44 2.97 0.48 AvantiAcqnWt AVAN.WT ... ... .49 –0.08 ... 12.01 4.78 Barnes&NobleEduc BNED ... dd 5.62 –0.53 ... 6.55 0.97 BlueOwlCapWt OWL.WT ... ... 3.44 –0.35 ...

The Week’s Statistics Bonus Tables: 69

Barron's 50-Stock Average ............. 65 Dividend Ex-Payment Dates ........... 69 Gold & Silver Prices......................... 68 N.Y. Stock Exchange ...................... 47 Top Savings Deposit Yields............. 63
Cash Track ..................................... 58 DJ Averages ................................... 64 Gold Mining Index ......................... 68 Nasdaq National Market................ 52 Trading Diary ................................. 64
Charting the Market ...................... 43 DJ U.S. Total Market Industry Groups 66 Indexes P/Es & Yields ...................... 65 New Corporate Listings ................. 69 Vital Signs...................................... 36
Closed-End Funds.......................... 62 Dow Jones Averages ...................... 64 Initial Public Offerings.................... 66 New Highs & Lows ......................... 67 Week In Stocks............................... 65
NYSE Half-Hourly Volume .............. 66
Coming Earnings ........................... 66 Dow Jones Per Share Values ........... 65 Investor Sentiment Readings ......... 68 Weekly Bond Statistics................... 68
Other Market Indexes .................... 64
Conference Call Calendar............... 60 Exchange Traded Portfolios ........... 56 Key Foreign Market Indexes ........... 57 Pulse of the Economy..................... 66 Winners & Losers Stocks ................ 44
Delta Tactical Sentiment ................ 65 Federal Reserve Data Bank ............. 68 Market Lab .................................... 64 SEC Form 144 Filings ...................... 65
Distributions & Offerings ............... 65 Foreign Exchange .......................... 68 Money Rates, U.S. & Foreign .......... 68 For queries please contact the
Stock Splits - Special Dividends ...... 69 1-800-544-0422
Dividend Boosts - Reductions......... 69 Global Stock Markets..................... 57 Mutual Funds ................................ 58 Stock Volume ................................ 65 or go to: customercenter.barrons.com
48 BARRON’S January 24, 2022

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.
36.10 12.40 BluegreenVac BVH ... 11 28.91 –3.65 ... 53.77 39.76 CampbellSoup CPB 3.3 14 45.30 –1.08 .37 59.07 41.53 Coca-Cola Femsa KOF 4.6 17 53.24 –2.50 1.244 52.31 38.21 DT Midstream DTM 4.9 15 49.09 –1.98 .60 19.60 14.85 EllingtonFin EFC 10.3 5 17.48 –0.22 .15
96.63 33.05 BlueLinx BXC ... 3 68.60 –13.32 ... 49.20 29.45 CampingWorld CWH 6.4 5 31.23 –5.85 .50 12.60 4.56 CoeurMining CDE ... dd 5.08 –0.01 ... 44.18 24.17 DXC Tech DXC ... 21 30.54 –3.45 ... 13.92 9.81 EllingtonResiMtg EARN 11.5 33 10.41 –0.42 .10
10.99 9.81 BlueRiverAcqn BLUA.UT ... ... 9.94 –0.01 ... 53.64 29.63 CanadaGoose GOOS ... 74 30.05 –2.28 ... 101.22 62.43 Cohen&Steers CNS 2.1 29 83.90 –3.50 1.25 28.44 18.85 Dana DAN 1.8 15 22.11 –3.24 .10 10.39 9.82 ElliottOppII EOCW.UT ... ... 9.93 –0.11 ...
9.93 9.57 BlueRiverA BLUA ... cc 9.74 ... ... 132.48 84.65 CIBC CM 3.7 11 127.12 –4.47 1.2587 12.39 9.95 CohnRobbins CRHC.UT ... ... 10.10 –0.01 ... 333.96 211.22 Danaher DHR .3 36 280.45 –12.86 .21 10.11 9.55 ElliottOppIIA EOCW ... ... 9.73 –0.03 ...
1.30 0.40 BlueRiverWt BLUA.WT ... ... .51 –0.09 ... 136.22 100.66 CanNtlRlwy CNI 1.6 23 122.71 –0.79 .4988 11.46 9.65 CohnRobbinsA CRHC ... dd 9.86 +0.03 ... 89.41 24.20 Danaos DAC 2.6 2 78.12 +4.07 .50 1.52 0.79 ElliottOppIIWt EOCW.WT ... ... .79 –0.11 ...
13.35 10.01 BluescapeOpps BOAC.UT ... ... 10.03 –0.12 ... 54.13 22.40 CanNaturalRes CNQ 3.6 13 50.79 –1.15 .4622 2.90 0.62 CohnRobbinsWt CRHC.WT ... ... .73 +0.01 ... 66.30 4.53 DanimerScientific DNMR ... dd 4.54 –2.10 ... 15.06 9.30 EmbotellAndinaA AKO.A 5.1 10 11.24 +0.03 .2129
12.06 9.51 BluescapeOppsAcqn BOAC ... cc 9.81 +0.01 ... 83.07 64.37 CanPacRlwy CP .8 20 74.63 –2.87 .149 54.67 36.73 Colfax CFX ... 54 42.45 –2.02 ... 130.33 36.45 DaqoNewEnergy DQ ... 5 40.53 –1.84 ... 17.25 11.27 EmbotellAndinaB AKO.B 4.6 12 13.58 +0.18 .2342
2.90 0.51 BluescapeOppsWt BOAC.WT ... ... .54 –0.28 ... 19.60 2.60 Cango CANG 7.1 2 3.22 –0.09 1.00 85.61 74.01 ColgatePalm CL 2.2 27 83.67 +0.22 .45 164.28 110.89 Darden DRI 3.1 19 134.78 –8.22 1.10 19.40 6.23 Embraer ERJ ... dd 14.98 –0.92 ...
278.57 185.26 Boeing BA ... dd 205.44 –20.52 ... 42.67 29.16 Cannae CNNE ... 8 30.46 –1.80 ... 9.78 9.55 ColombierAcqnA CLBR ... ... 9.60 –0.07 ... 85.98 58.70 DarlingIngred DAR ... 19 62.73 –2.97 ... 7.28 2.91 EmeraldHldg EEX ... dd 2.97 –0.42 ...
78.35 45.84 BoiseCascade BCC .7 5 68.76 –1.59 3.00 16.47 5.69 CanoHealth CANO ... dd 5.83 –0.68 ... 10.00 9.60 ColombierAcqnUn CLBR.UT ... ... 9.86 –0.03 ... 28.26 21.98 Datto MSP ... cc 23.64 –1.67 ... 127.20 29.88 EmergentBiosol EBS ... 11 46.97 –5.25 ...
134.50 53.57 BootBarn BOOT ... 21 92.93 –15.80 ... 5.70 1.14 CanoHealthWt CANO.WT ... ... 1.21 –0.33 ... 1.09 0.45 ColombierAcqnWt CLBR.WT ... ... .54 +0.02 ... 136.48 94.38 DaVita DVA ... 12 109.39 –6.93 ... 105.99 78.33 EmersonElec EMR 2.2 24 93.20 –4.27 .515
100.26 75.15 BoozAllen BAH 1.7 20 85.37 –3.58 .37 25.94 20.73 Canon CAJ 2.7 13 23.89 –0.52 .474 10.15 9.70 ColonnadeAcqnII CLAA.UT ... ... 9.78 –0.07 ... 451.49 276.70 DeckersOutdoor DECK ... 20 311.67 –12.15 ... 13.11 8.36 EmpireStateRealty ESRT 1.6 dd 8.99 –0.79 .035
12.84 0.61 BoqiiHolding BQ ... dd .63 –0.14 ... 177.95 99.82 CapitalOne COF 1.6 5 146.52 –14.04 .60 9.96 9.61 Colonnade II A CLAA ... 64 9.71 +0.01 ... 400.34 278.95 Deere DE 1.2 19 364.28 –15.28 1.05 43.82 30.20 EmployersHldgs EIG 2.6 9 38.97 –2.81 .25
55.55 40.28 BorgWarner BWA 1.5 14 43.92 –5.84 .17 69.26 40.45 Capri CPRI ... 20 53.61 –4.46 ... 1.39 0.49 Colonnade II Wt CLAA.WT ... ... .50 –0.08 ... 51.56 33.60 DelekLogistics DKL 8.9 11 42.77 +0.96 .95 10.60 9.70 EmpowermentI EPWR.UT ... ... 9.97 –0.04 ...
3.34 1.12 BorrDrilling BORR ... dd 2.08 –0.12 ... 62.96 45.85 CardinalHealth CAH 3.8 13 50.56 –2.53 .4908 102.00 55.87 Comerica CMA 3.0 11 89.70 –11.54 .68 27.38 13.48 DelekUS DK ... dd 15.57 –2.84 ... 10.35 9.50 Empower&IncA EPWR ... dd 9.73 ... ...
1349.98 428.13 BostonBeer SAM ... 56 443.44 –5.89 ... 250.23 143.52 Carlisle CSL .9 32 227.59 –9.35 .54 103.74 54.29 ComfortSystems FIX .6 22 88.22 –8.72 .13 60.81 36.61 DellTechC DELL ... 6 55.57 –4.96 ... 1.25 0.40 EmpowerIWt EPWR.WT ... ... .44 –0.07 ...
49.92 24.42 BostonOmaha BOMN ... 8 25.50 –2.95 ... 155.98 102.47 CarMax KMX ... 15 108.10 –5.30 ... 38.72 19.44 CommercialMetals CMC 1.7 7 33.68 –4.24 .14 52.28 33.40 DeltaAir DAL ... 91 37.86 –2.45 ... 7.90 3.27 EmpresaDisCom EDN ... dd 5.01 –0.07 ...
128.00 88.45 BostonProps BXP 3.4 56 114.44 –10.64 .98 31.52 16.32 Carnival CCL ... dd 19.99 –2.96 ... 82.53 64.24 CommBkSys CBU 2.4 20 71.13 –6.62 .43 48.38 29.59 Deluxe DLX 4.0 18 30.19 –3.02 .30 43.35 33.41 Enbridge ENB 6.6 18 40.81 –0.85 .6723
46.29 35.05 BostonSci BSX ... 59 42.97 –1.89 ... 27.31 15.16 Carnival CUK ... dd 18.42 –2.60 ... 17.04 7.89 CommunityHlthSys CYH ... 4 13.06 –0.06 ... 10.86 9.89 DelwindsIns DWIN.UT ... ... 10.12 +0.02 ... 89.68 56.31 EncompassHealth EHC 1.8 15 62.50 –3.36 .28
12.63 7.84 Bowlero BOWL ... dd 8.17 –0.61 ... 49.20 26.84 CarpenterTech CRS 2.7 dd 29.13 –3.52 .20 52.54 42.55 CommunityHlthcr CHCT 3.9 51 44.31 –2.32 .435 10.29 9.65 DelwindsInsA DWIN ... cc 9.88 –0.01 ... 172.41 74.53 Endava DAVA ... 83 113.44 –16.00 ...
2.16 0.56 BowleroWt BOWL.WT ... ... 1.62 +0.06 ... 66.33 32.71 CarriageSvcs CSV .9 34 52.08 –6.02 .1125 8.11 5.76 SABESP SBS .9 9 6.61 +0.23 .0714 1.40 0.42 DelwindsInsWt DWIN.WT ... ... .45 –0.03 ... 35.28 22.02 Endeavor EDR ... dd 29.70 –2.45 ...
28.13 16.85 Box BOX ... dd 24.78 –1.07 ... 58.89 34.21 CarrierGlobal CARR 1.3 19 47.80 –3.30 .15 3.59 2.09 EngGr-Cmg C CIG.C ... 7 3.30 +0.03 ... 91.30 27.61 Denbury DEN ... dd 70.43 –6.50 ... 7.76 3.69 EndeavourSilver EXK ... 19 4.12 –0.04 ...
17.05 8.41 Boxed BOXD ... ... 11.70 +0.21 ... 19.09 10.73 Cars.com CARS ... 50 14.89 –1.52 ... 2.77 1.57 EngGr-Cmg CIG ... 5 2.43 +0.08 ... 20.48 9.01 DesignerBrands DBI ... dd 12.27 –1.55 ... 8.88 5.25 EnelAmericas ENIA 2.8 11 6.09 +0.24 .1583
2.25 0.65 BoxedWt BOXD.WT ... ... 1.08 –0.08 ... 116.92 80.50 Carter's CRI 2.6 12 91.44 –4.89 .60 6.80 5.01 COPEL ELP 10.4 15 5.96 +0.39 .0703 34.94 3.51 DesktopMetal DM ... dd 3.51 –0.84 ... 4.20 1.75 EnelChile ENIC 7.9 10 2.10 +0.11 .2187
71.00 44.42 BoydGaming BYD ... 15 56.44 –4.25 ... 376.83 133.88 Carvana CVNA ... dd 135.65 –20.74 ... 10.33 3.56 CiaSiderurgica SID 8.0 2 4.68 +0.06 .2433 17.66 7.97 Despegar.com DESP ... dd 9.38 –0.56 ... 52.85 36.14 Energizer ENR 3.1 20 38.93 –2.06 .30
61.76 44.92 Brady BRC 1.7 21 52.22 –1.60 .225 11.35 10.01 CascadeAcqn CAS.UT ... ... 10.16 –0.04 ... 21.82 15.03 CerveceriasUnid CCU 7.0 13 17.64 +0.51 .7066 15.34 10.08 DeutscheBank DB ... 10 12.81 –0.98 ... 11.55 6.24 EnergyTransfer ET 6.7 5 9.17 –0.42 .1525
7.45 4.18 BraemarHtls BHR ... dd 5.17 –0.46 ... 10.45 9.72 CascadeAcqnA CAS ... 61 9.98 ... ... 33.31 20.35 CompassDiversif CODI 3.9 dd 25.56 –1.71 .25 51.99 16.11 DevonEnergy DVN 4.3 28 46.12 –4.27 .73 28.84 18.18 EnerpacTool EPAC .2 31 18.30 –1.86 .04
15.17 10.63 BrandywineRealty BDN 5.8 86 13.14 –1.17 .19 1.92 0.41 CascadeAcqnWt CAS.WT ... ... .42 –0.02 ... 22.11 7.72 Compass COMP ... dd 8.06 –0.25 ... 223.14 153.67 Diageo DEO 1.9 33 203.26 –3.02 2.4264 12.26 3.07 Enerplus ERF 1.2 dd 10.93 –1.02 .0327
6.83 3.85 BrasilAgro LND 9.2 6 5.01 –0.14 .4586 12.00 3.18 CasperSleep CSPR ... dd 6.30 +0.90 ... 75.44 47.10 CompassMnlInt CMP 1.2 dd 51.88 –2.73 .15 11.49 8.02 DiamndrckHspty DRH ... dd 9.20 –0.75 ... 104.47 72.13 EnerSys ENS .9 21 74.21 –6.14 .175
26.93 8.56 Braskem BAK ... 3 17.62 –1.25 ... 2.71 1.35 CastlightHealth CSLT ... dd 2.03 –0.01 ... 12.00 9.59 ComputeHealth CPUH.UT ... ... 9.86 –0.06 ... 5.85 1.98 DianaShipping DSX 11.2 88 3.57 –0.54 .092 24.74 6.26 Eneti NETI .5 dd 7.29 –0.39 .01
25.61 14.05 BridgeInvt BRDG 4.6 19 20.90 –1.26 .24 142.64 97.86 Catalent CTLT ... 32 102.08 –6.16 ... 10.70 9.50 ComputeHlthA CPUH ... cc 9.74 –0.01 ... 147.39 65.77 Dick's DKS 1.6 8 109.76 –1.85 .4375 23.21 13.56 Enfusion ENFN ... ... 13.74 –2.88 ...
25.49 12.80 BrighamMin MNRL 4.0 dd 21.40 –1.13 .26 10.70 9.75 CatchaInvt CHAA.UT ... ... 9.86 –0.01 ... 2.25 0.56 ComputeHlthWt CPUH.WT ... ... .59 –0.20 ... 18.01 4.18 DiDiGlobal DIDI ... ... 4.86 +0.19 ... 38.83 18.83 EngageSmart ESMT ... dd 19.76 –1.37 ...
17.93 2.62 BrightHealth BHG ... dd 2.70 –0.30 ... 10.25 9.59 CatchaInvtA CHAA ... ... 9.73 –0.03 ... 11.34 4.37 ComstockRscs CRK ... dd 7.60 –1.29 ... 17.30 7.92 DieboldNixdorf DBD ... dd 9.50 –1.46 ... 8.64 3.69 EnLinkMid ENLC 4.9 dd 7.61 –0.17 .1125
182.50 113.41 BrightHorizons BFAM ... cc 126.28 –3.15 ... 1.07 0.45 CatchaInvtWt CHAA.WT ... ... .48 –0.05 ... 39.09 30.44 ConagraBrands CAG 3.5 15 35.25 +0.14 .3125 15.27 3.66 DigitalMedia DMS ... 42 4.49 –0.11 ... 22.24 17.65 Ennis EBF 5.3 18 18.83 –0.62 .25
6.64 0.82 BrightScholarEduc BEDU 23.5 dd .90 –0.13 .12 12.78 7.19 CatchMarkTimber CTT 3.6 19 8.29 –0.32 .075 15.28 9.89 ConcordAcqn CND.UT ... ... 10.77 –0.27 ... 3.73 0.27 DigitalMediaWt DMS.WT ... ... .37 –0.01 ... 44.43 22.01 EnovaIntl ENVA ... 3 39.75 –4.39 ...
31.17 17.86 BrightSphere BSIG .2 6 21.84 –2.60 .01 246.69 179.34 Caterpillar CAT 2.1 23 214.09 –14.85 1.11 13.48 9.63 ConcordAcqnA CND ... dd 10.00 –0.09 ... 178.22 124.65 DigitalRealty DLR 3.0 65 154.95 –0.93 1.16 10.00 9.76 EnphysAcqn NFYS.UT ... ... 9.97 ... ...
10.68 7.80 BrightSpire BRSP 7.8 dd 9.18 –0.95 .18 19.89 10.64 Cato CATO 4.3 10 15.88 –0.80 .17 3.94 0.69 ConcordAcqnWt CND.WT ... ... 1.55 –0.33 ... 8.70 4.34 DigitalBridge DBRG ... dd 7.45 –0.40 ... 10.05 9.57 EnphysAcqnA NFYS ... ... 9.68 –0.04 ...
19.17 12.47 BrightView BV ... 31 13.58 –0.57 ... 13.85 4.14 Cazoo CZOO ... dd 4.15 –0.52 ... 10.30 9.61 ConcordAcqnII CNDA.UT ... ... 9.90 –0.13 ... 133.40 35.35 DigitalOcean DOCN ... dd 52.58 –6.91 ... 0.60 0.48 EnphysAcqnWt NFYS.WT ... ... .48 –0.02 ...
78.33 32.40 BrinkerIntl EAT ... 12 32.80 –3.63 ... 4.82 0.48 CazooWt CZOO.WT ... ... .63 –0.20 ... 10.70 9.64 ConcordAcqnIIA CNDA ... ... 9.65 –0.06 ... 416.71 72.21 Dillard's DDS .3 8 231.26 –19.02 .20 117.63 71.09 EnPro NPO 1.0 34 108.43 –8.08 .27
84.72 58.48 Brink's BCO 1.2 43 69.16 –3.63 .20 52.50 37.79 CedarFairRec FUN ... dd 45.68 –0.85 ... 1.24 0.68 ConcordAcqnIIWt CNDA.WT ... ... .71 –0.24 ... 100.70 62.06 DineBrands DIN 2.5 14 62.75 –9.51 .40 115.02 85.78 Entergy ETR 3.7 18 109.42 –1.65 1.01
69.75 53.22 BristolMyers BMY 3.4 dd 63.54 –1.39 .54 25.75 10.38 CedarRealty CDR 1.1 dd 24.16 –0.18 .066 10.37 10.07 ConcordAcqnIII CNDB.UT ... ... 10.10 –0.09 ... 46.00 4.70 Dingdong DDL ... ... 4.95 –3.68 ... 25.69 20.03 EnterpriseProd EPD 7.8 13 23.80 –0.19 .45
0.39 0.07 BristolMyersRt CELG.RT ... ... .18 –0.01 ... 176.50 115.42 Celanese CE 1.7 7 160.65 –12.88 .68 9.97 9.72 ConcordAcqnIII A CNDB ... ... 9.83 –0.04 ... 10.02 9.78 DirectSellingA DSAQ ... ... 9.93 –0.01 ... 9.34 3.07 Entravision EVC 1.8 11 5.64 –0.61 .025
39.72 24.02 Bristow VTOL ... dd 32.60 –2.83 ... 12.04 7.01 Celestica CLS ... 15 10.67 –0.91 ... 0.95 0.59 ConcordAcqnIIIWt CNDB.WT ... ... .60 –0.08 ... 10.25 10.06 DirectSellingUn DSAQ.UT ... ... 10.15 +0.01 ... 86.61 61.00 Envestnet ENV ... cc 71.49 –4.29 ...
43.31 33.62 BritishAmTob BTI 6.9 12 42.54 +0.09 .7412 9.02 5.11 CementosPacasm CPAC 14.2 14 6.50 +0.19 .9957 4.70 1.77 ConcordMed CCM ... dd 2.09 +0.07 ... 0.70 0.37 DirectSellingAcqnWt DSAQ.WT ... ... .38 –0.02 ... 46.88 33.75 Envista NVST ... 21 42.88 –3.43 ...
27.15 16.49 BrixmorProp BRX 3.9 34 24.31 –2.21 .24 9.09 5.66 Cemex CX ... 13 5.85 –0.97 ... 159.11 106.15 Conmed CNMD .6 62 124.41 –10.83 .20 135.69 81.27 DiscoverFinSvcs DFS 1.7 7 114.45 –13.09 .50 76.92 44.40 Enviva EVA 4.3 dd 73.53 +0.45 .84
11.10 8.85 BroadmarkRealty BRMK 9.0 15 9.34 –0.45 .07 15.35 5.56 CenovusEnergy CVE .8 48 14.05 –0.80 .0138 89.11 39.70 ConocoPhillips COP 1.0 25 82.72 –4.02 .20 203.02 136.63 Disney DIS ... cc 137.38 –14.56 ... 4.85 2.61 EnzoBiochem ENZ ... 29 3.17 –0.14 ...
0.32 0.07 BroadmarkRltyWt BRMK.WT ... ... .09 –0.01 ... 10.11 2.65 CenovusEnergyWt CVE.WT ... ... 9.02 –0.73 ... 86.25 65.56 ConEd ED 3.8 25 82.66 –0.86 .775 11.10 10.09 dMYTechVI DMYS.UT ... ... 10.21 –0.11 ... 300.11 161.87 Equifax EFX .7 40 225.66 –23.84 .39
185.40 137.91 BroadridgeFinl BR 1.6 34 156.60 –3.46 .64 85.44 57.16 Centene CNC ... 62 77.14 –3.41 ... 1.04 0.56 ConstellationI Wt CSTA.WT ... ... .58 –0.02 ... 10.45 9.74 dMYTechGroupVI DMYS ... ... 9.74 –0.07 ... 29.72 17.61 Equinor EQNR 1.6 33 27.92 –1.37 .18
28.00 17.72 Broadstone BNL 4.7 39 22.52 –1.28 .265 28.37 19.31 CenterPointEner CNP 2.5 18 27.34 –0.27 .17 10.81 9.70 ConstellationI CSTA.UT ... ... 9.89 –0.08 ... 2.16 0.93 dMYTechGrpVIWt DMYS.WT ... ... .95 –0.10 ... 36.33 24.56 Equitable EQH 2.2 dd 33.32 –2.66 .18
8.95 4.47 BrookdaleSrLiving BKD ... dd 5.20 –0.21 ... 11.67 6.64 CenterraGold CGAU 2.7 dd 8.10 –0.09 .0556 10.10 9.50 ConstellationI A CSTA ... 25 9.74 –0.06 ... 104.74 83.10 DolbyLab DLB 1.2 29 86.86 –5.09 .25 11.52 6.23 EquitransMdstm ETRN 5.8 17 10.34 –0.80 .15
62.20 37.74 BrookfieldMgt BAM 1.0 25 53.39 –3.70 .13 112.27 66.91 Centerspace CSR 3.1 dd 93.58 –7.26 .72 258.00 207.35 ConstBrands A STZ 1.3 dd 241.01 –7.63 .76 17.66 12.15 Dole DOLE 2.4 32 13.12 –0.31 .08 29.29 25.03 EquityCommnwlth EQC ... dd 25.67 –1.10 ...
85.00 47.98 BrookfieldReins BAMR .0 ... 54.75 –4.19 .13 9.61 4.69 CentraisElBras EBR 11.2 8 6.19 +0.44 .1551 257.00 209.85 ConstBrands B STZ.B 1.1 dd 246.63 –3.25 .69 240.14 173.50 DollarGeneral DG .8 21 210.18 –6.90 .42 12.12 9.95 EquityDistribution EQD.UT ... ... 9.97 –0.05 ...
51.98 35.39 BrookfieldBusPtr BBU .6 11 43.29 –2.69 .0625 30.97 18.38 CentralPacFin CPF 3.4 12 29.00 –1.95 .25 21.60 11.92 Constellium CSTM ... 8 17.86 –1.74 ... 10.61 3.61 Doma DOMA ... dd 3.62 –0.53 ... 11.06 9.70 EquityDistrA EQD ... 36 9.83 ... ...
80.60 56.89 BrookfieldInfr BIPC 3.1 dd 65.41 –1.15 .51 4.38 1.90 CentralPuerto CEPU ... 24 2.92 –0.46 ... 19.31 9.25 ContainerStore TCS ... 5 9.79 –0.81 ... 2.00 0.61 DomaWt DOMA.WT ... ... .61 –0.11 ... 2.35 0.45 EquityDistrWt EQD.WT ... ... .49 –0.08 ...
62.48 50.00 BrookfieldInfr BIP 3.4 28 60.44 +0.87 .51 86.07 46.13 CenturyComm CCS .9 5 64.79 –8.49 .15 55.48 18.03 ContinentalRscs CLR 1.3 21 48.19 –4.09 .20 81.08 67.85 DominionEner D 3.2 25 79.31 +0.14 .63 88.70 58.27 EquityLife ELS 1.9 54 77.26 –3.28 .3625
59.94 32.26 BrookfieldRenew BEPC 3.7 dd 32.51 –0.79 .3038 130.37 75.87 CeridianHCM CDAY ... dd 76.33 –6.50 ... 23.58 10.62 Volaris VLRS ... dd 17.65 –1.85 ... 105.25 91.90 DominionEnerUn DCUE 7.2 ... 100.96 –0.15 1.8125 93.03 60.37 EquityResdntl EQR 2.7 33 88.06 –2.77 .6025
49.85 32.02 BrookfieldRenew BEP 3.8 dd 32.27 –0.48 .3038 29.42 19.19 ChannelAdvisor ECOM ... 32 20.32 –1.95 ... 14.29 6.01 ConveyHealth CNVY ... ... 7.29 –0.31 ... 567.57 319.71 Domino's DPZ .9 33 434.81 –38.23 .94 2.91 1.60 EquusTotReturn EQS ... dd 2.38 –0.04 ...
70.75 42.72 Brown&Brown BRO .6 31 63.13 –3.92 .1025 6.63 3.26 CharahSolutions CHRA ... dd 5.14 –0.55 ... 463.59 359.84 Cooper COO .0 7 388.30 –22.22 .03 69.35 55.09 Donaldson DCI 1.6 24 56.05 –3.23 .22 12.65 9.22 ErmenegildoZegna ZGN ... dd 9.95 +0.20 ...
76.15 60.48 Brown-Forman A BF.A 1.2 38 60.55 –2.17 1.00 44.24 13.12 ChargePoint CHPT ... dd 13.22 –1.47 ... 47.85 17.05 Cooper-Standard CPS ... dd 21.57 –5.74 ... 52.33 17.13 DonnelleyFin DFIN ... 15 36.01 –4.21 ... 2.56 0.79 ErmenegildoZegnaWt ZGN.WT ... ... 2.03 +0.16 ...
81.57 65.54 Brown-Forman B BF.B 1.1 41 65.78 –2.12 1.00 460.21 249.48 CharlesRiverLabs CRL ... 42 324.66 –30.35 ... 7.20 0.35 CooTekCayman CTK ... dd .36 –0.05 ... 257.25 110.13 DoorDash DASH ... dd 116.95 –14.58 ... 25.99 12.78 EroCopper ERO ... 6 13.35 +0.38 ...
117.62 82.43 Brunswick BC 1.6 11 84.08 –15.05 .335 206.29 119.65 ChartIndustries GTLS ... 52 120.56 –12.97 ... 94.91 64.66 Copa CPA ... dd 80.24 –7.69 ... 15.68 10.82 DorianLPG LPG .0 5 11.55 –1.89 1.00 2.63 0.21 ErosSTX ESGC ... ... .28 –0.07 ...
57.10 32.26 Buckle BKE 4.2 7 33.35 –2.94 5.65 14.95 10.55 ChathamLodging CLDT ... dd 13.10 –0.73 ... 32.54 20.00 Core&Main CNM ... 48 23.89 –0.56 ... 48.42 22.71 DoubleVerify DV ... cc 23.05 –2.72 ... 54.22 39.62 EssentGroup ESNT 1.7 8 44.97 –4.37 .19
12.44 6.11 Buenaventura BVN ... dd 8.75 +0.30 ... 5.00 1.13 CheetahMobile CMCM ... 13 1.32 –0.19 ... 49.87 21.08 CoreLabs CLB .2 39 25.91 –1.44 .01 51.44 34.74 DouglasDynamics PLOW 3.2 21 35.72 –2.62 .285 32.92 20.14 EssentialProp EPRT 4.1 cc 25.50 –2.10 .26
23.50 4.31 Build-A-Bear BBW .0 8 16.83 –1.94 1.25 115.21 24.25 Chegg CHGG ... dd 26.21 –2.73 ... 54.58 30.52 CoreCard CCRD ... 37 35.62 –2.93 ... 12.66 9.17 DouglasElliman DOUG ... ... 9.24 –1.40 ... 53.93 41.11 EssentialUtil WTRG 2.2 29 48.13 –1.28 .2682
10.10 9.64 BuildAcqn BGSX.UT ... ... 9.84 –0.16 ... 560.00 403.00 Chemed CHE .3 25 470.55 –14.97 .36 12.35 5.92 CoreCivic CXW ... dd 9.99 –0.96 ... 36.97 27.15 DouglasEmmett DEI 3.5 89 31.86 –3.45 .28 65.50 53.97 EssentialUtilUn WTRU 5.2 ... 57.83 –1.30 .75
10.00 9.60 BuildAcqnA BGSX ... ... 9.70 –0.09 ... 38.87 23.30 Chemours CC 3.0 14 33.53 –2.63 .25 11.04 2.95 CorEnergyInfr CORR 5.5 dd 3.62 –0.68 .05 184.05 115.88 Dover DOV 1.2 27 173.53 –4.95 .50 359.49 235.75 EssexProp ESS 2.5 48 332.08 –11.88 2.09
0.99 0.47 BuildAcqnWt BGSX.WT ... ... .48 –0.08 ... 10.68 7.83 CherryHillMtg CHMI 13.3 29 8.10 –0.25 .27 18.15 6.51 CorePoint CPLG ... dd 15.64 –0.04 ... 71.38 51.33 Dow DOW 4.9 7 56.72 –4.02 .70 374.20 231.97 EsteeLauder EL .8 36 297.02 –25.03 .60
86.48 37.46 BuildersFirst BLDR ... 9 67.00 –11.68 ... 146.30 99.64 ChesapeakeUtil CPK 1.4 28 133.32 –2.59 .48 19.73 10.87 CornerstoneBldg CNR ... 3 14.20 –2.14 ... 107.79 40.49 Doximity DOCS ... cc 43.40 –2.63 ... 32.15 22.02 EthanAllen ETD 4.8 9 24.37 –2.00 .29
99.93 62.07 Bunge BG 2.2 6 94.33 –4.38 .525 130.86 84.57 Chevron CVX 4.2 25 126.91 –2.05 1.34 46.82 34.89 Corning GLW 2.7 37 35.06 –2.03 .24 75.50 57.54 DrReddy'sLab RDY .5 34 59.70 –2.94 .3365 11.20 7.55 Euronav EURN 1.4 dd 8.38 –0.89 .03
13.55 8.00 BurfordCapital BUR 4.1 dd 9.17 –0.78 .0625 120.00 37.68 ChewyA CHWY ... cc 38.05 –6.81 ... 6.37 3.57 CorpAmAirports CAAP ... dd 5.68 –0.14 ... 40.62 18.17 Dril-Quip DRQ ... dd 24.47 –0.99 ... 10.10 9.96 EVeMobilityAcqnUn EVE.UT ... ... 9.98 –0.07 ...
357.34 208.13 BurlingtonStrs BURL ... 33 213.85 –16.14 ... 7.29 2.01 Chico'sFas CHS ... dd 4.46 –0.33 ... 30.51 25.11 CorpOfficeProp OFC 4.3 20 25.55 –2.38 .275 4.02 1.30 DriveShack DS ... dd 1.32 –0.13 ... 26.52 13.05 Eventbrite EB ... dd 14.23 –2.01 ...
29.13 5.77 ButterflyNtwk BFLY ... dd 5.81 –0.95 ... 16.85 10.00 ChimeraInvt CIM 9.5 5 13.91 –0.84 .33 9.96 9.60 CorsairPtrA CORS ... ... 9.65 –0.05 ... 25.25 16.16 DuckhornPtf NAPA ... 38 19.73 –1.80 ... 164.63 103.50 EvercoreA EVR 2.3 8 118.52 –14.71 .68
16.66 1.20 ButterflyNtwkWt BFLY.WT ... ... 1.24 –0.16 ... 26.19 17.09 ChinaEastrnAir CEA ... dd 20.53 +1.21 ... 1.19 0.65 CorsairPtrWt CORS.WT ... ... .68 –0.16 ... 65.40 41.72 Ducommun DCO ... 15 43.25 –2.30 ... 10.20 10.00 EverestConsol MNTN.UT ... ... 10.14 +0.05 ...
29.15 14.59 BylineBancorp BY 1.3 12 27.04 –1.86 .09 17.73 3.65 ChinaGreenAg CGA ... dd 9.12 +0.60 ... 49.98 36.54 Corteva CTVA 1.2 21 45.44 –3.16 .14 108.38 85.56 DukeEnergy DUK 3.8 26 102.98 –1.06 .985 10.02 9.80 EverestConsolidA MNTN ... ... 9.89 +0.04 ...
11.34 7.85 ChinaLifeIns LFC 4.7 6 8.99 +0.28 .4933 21.30 13.59 Cosan CSAN 2.7 8 16.05 +0.65 .2635 66.22 37.74 DukeRealty DRE 1.9 24 57.63 –2.18 .28 0.60 0.29 EverestConsolidWt MNTN.WT ... ... .29 –0.21 ...
C 26.00
58.40
0.98
43.52
ChinaOnlineEduc
ChinaPetrol
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9.4
4
7
1.02
51.95
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2.4674
16.72
23.64
7.70
14.28
Costamare
CoterraEnergy
CMRE
CTRA
3.8
2.6 22
6 12.11
19.33
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86.28
16.61
66.37
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1.5
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20.10
77.47
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294.75
69.45
209.63
51.92
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Evergy
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EVRG
2.2
3.6
11
17
284.03
64.12
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1.55
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39.96 25.08 ChinaSoAirlines ZNH ... dd 32.28 +1.18 ... 11.12 6.20 Coty COTY ... dd 8.39 –0.54 ... 81.40 32.42 DutchBros BROS ... ... 41.31 –3.86 ... 26.61 12.32 Everi EVRI ... 29 18.62 –1.75 ...
290.71 215.18 CACI Intl CACI ... 15 271.14 –7.09 ... 19.59 10.57 ChinaYuchai CYD 12.4 7 13.67 –0.52 1.70 69.00 18.07 Coupang CPNG ... dd 18.10 –3.11 ... 105.28 62.88 DycomInds DY ... 57 81.10 –15.33 ... 92.66 76.64 EversourceEner ES 2.8 25 87.11 –0.27 .6025
8.41 3.37 CBD Pao CBD 10.6 13 3.61 –0.03 .2655 1958.55 1256.27 Chipotle CMG ... 55 1378.40 –119.73 ... 62.53 19.14 Coursera COUR ... dd 19.35 –2.76 ... 3.72 2.42 DynagasLNG DLNG ... 2 2.91 –0.13 ... 51.06 33.85 Evertec EVTC .4 21 44.65 –2.99 .05
41.01 25.79 CBIZ CBZ ... 27 39.49 –1.35 ... 157.46 100.11 ChoiceHotels CHH .7 34 139.84 –12.43 .2375 42.41 31.22 CousinsProperties CUZ 3.2 47 38.42 –3.03 .31 80.13 39.82 Dynatrace DT ... cc 48.49 –4.01 ... 34.60 16.81 EvolentHealth EVH ... dd 22.14 –3.22 ...
43.50 26.25 CBL Assoc CBL ... dd 28.41 –1.92 ... 201.32 144.00 Chubb CB 1.7 10 192.01 –4.25 .80 108.67 72.47 Crane CR 1.7 14 99.59 –7.23 .43 20.51 15.32 DynexCapital DX 9.9 3 15.82 –1.10 .13 49.38 22.00 EvoquaWater AQUA ... 92 39.12 +0.50 ...
111.00 60.60 CBRE Group CBRE ... 24 101.51 –2.32 ... 43.58 38.49 ChunghwaTel CHT 2.8 26 42.40 –0.28 1.5457 11.06 7.23 Crawford A CRD.A 3.2 11 7.51 –0.33 .06 10.40 9.61 ExecutiveNtwkA ENPC ... 17 9.81 +0.01 ...
104.84
E
16.11 8.58 CCC Intelligent CCCS ... dd 10.17 –0.47 ... 77.62 Church&Dwight CHD 1.0 32 103.40 –0.82 .2525 10.67 6.87 Crawford B CRD.B 3.1 11 7.71 –0.16 .06 1.46 0.47 ExecutiveNtwkWt ENPC.WT ... ... .50 –0.10 ...
11.37 9.71 CCNeubergerII PRPB ... dd 9.89 –0.01 ... 6.21 0.91 ChurchillV Wt CCV.WT ... ... .97 –0.08 ... 169.50 88.67 Credicorp BAP .9 13 137.29 –7.73 1.2198 13.97 1.15 Express EXPR ... dd 2.92 –0.23 ...
12.00 10.00 CCNeubergerII PRPB.UT ... ... 10.16 –0.03 ... 13.75 9.92 ChurchillCapCorp.V CCV.UT ... ... 9.99 –0.05 ... 14.95 9.06 CreditSuisse CS .4 cc 9.68 –0.87 .0542 32.64 11.74 Expro XPRO ... dd 14.40 –2.13 ...
2.91 0.90 CCNeubergerIIWt PRPB.WT ... ... 1.05 –0.15 ... 13.88 9.22 ChurchillCapV A CCV ... dd 9.77 –0.03 ... 17.00 11.90 CrescentEnergy CRGY ... ... 12.60 –2.53 ... 10.00 9.83 EG Acqn EGGF.UT ... ... 9.88 –0.02 ... 5.97 2.67 Exterran EXTN ... dd 3.00 –0.54 ...
10.84 9.86 CCNeubergerIII PRPC.UT ... ... 9.92 –0.10 ... 12.97 9.86 ChurchillCapVI CCVI.UT ... ... 9.92 –0.06 ... 6.85 2.66 CrescentPoint CPG 2.3 2 6.10 –0.53 .0352 9.95 9.59 EG Acqn A EGGF ... ... 9.72 ... ... 228.84 111.54 ExtraSpaceSt EXR 2.6 36 195.48 –8.13 1.25
10.10 9.65 CCNeubergerIII A PRPC ... ... 9.76 –0.05 ... 10.61 9.70 ChurchillVI A CCVI ... dd 9.74 –0.04 ... 33.94 18.88 CrestwoodEquity CEQP 9.0 dd 27.93 –1.51 .625 1.00 0.43 EG Acqn Wt EGGF.WT ... ... .48 –0.07 ... 74.37 44.29 ExxonMobil XOM 4.9 dd 72.17 +0.30 .88
1.47 0.82 CCNeubergerIII Wt PRPC.WT ... ... .99 –0.07 ... 1.99 0.86 ChurchillVI Wt CCVI.WT ... ... .99 –0.07 ... 10.26 7.73 CrestwoodEqUn CEQP.PR 8.7 ... 9.71 –0.24 .2111 33.63 21.15 elfBeauty ELF ... 79 27.09 –2.61 ...
F
74.77 39.87 CF Industries CF 1.8 48 66.00 –0.44 .30 11.50 9.74 ChurchillCapVII CVII.UT ... ... 9.86 –0.03 ... 15.50 7.41 CrossTimbers CRT 7.6 13 13.44 +0.04 .1371 135.98 87.36 EMCOR EME .4 18 116.98 –7.67 .13
10.25 10.03 C5 Acqn CXAC.UT ... ... 10.05 ... ... 10.00 9.64 ChurchillVII A CVII ... cc 9.70 –0.03 ... 23.24 16.90 CrossAmerPtrs CAPL 9.7 44 21.75 +0.30 .525 30.64 19.76 ENI E 3.8 28 29.60 –0.78 1.0194
93.93 74.58 CGI GIB ... 20 83.54 –2.14 ... 1.90 0.79 ChurchillVII Wt CVII.WT ... ... .86 –0.08 ... 209.87 146.15 CrownCastle CCI 3.2 60 182.25 –1.90 1.47 107.99 50.08 EOG Rscs EOG 3.0 19 100.63 –5.00 .75
22.50 9.88 CI&T CINT ... 65 13.99 +1.92 ... 18.71 6.55 Cian CIAN ... dd 6.94 –2.69 ... 118.05 85.65 CrownHoldings CCK .7 25 112.65 –0.48 .20 725.40 333.68 EPAM Systems EPAM ... 64 464.71 –78.35 ... 16.41 10.59 FastAcqn FST.UT ... ... 11.83 +0.08 ...
24.52 12.36 CI Financial CIXX 2.9 13 19.73 –0.99 .1447 78.28 47.52 Ciena CIEN ... 20 64.91 –6.50 ... 10.50 9.74 CrownPropTech CPTK.UT ... ... 10.01 –0.10 ... 56.07 34.25 EPR Prop EPR 6.8 cc 44.25 –3.35 .25 14.10 10.03 FastAcqnA FST ... dd 10.21 +0.02 ...
14.10 10.11 CITICCapAcqn CCAC.UT ... ... 10.33 –0.02 ... 272.81 191.74 Cigna CI 1.7 10 236.25 –5.92 1.00 10.00 9.55 CrownPropA CPTK ... ... 9.83 –0.05 ... 10.49 9.73 EQ Health EQHA.UT ... ... 9.92 –0.13 ... 9.92 1.60 FastAcqnWt FST.WT ... ... 3.20 –0.30 ...
12.21 9.81 CITICCapAcqnA CCAC ... 99 10.05 +0.01 ... 27.85 13.84 Cinemark CNK ... dd 16.00 –1.38 ... 1.19 0.49 CrownPropWt CPTK.WT ... ... .57 –0.04 ... 9.99 9.57 EQ Health A EQHA ... 8 9.72 ... ... 10.00 9.60 FastAcqnII A FZT ... ... 9.72 +0.02 ...
3.55 0.50 CITICCapAcqnWt CCAC.WT ... ... .60 –0.06 ... 20.00 12.10 CinerRscs CINR 8.3 18 16.43 –0.57 .34 14.39 9.70 CrucibleAcqn CRU.UT ... ... 9.92 –0.03 ... 1.00 0.43 EQ Health Wt EQHA.WT ... ... .49 ... ... 1.67 0.70 FastAcqnII Wt FZT.WT ... ... .73 +0.02 ...
65.79 53.19 CMS Energy CMS 2.7 21 63.74 –0.01 .435 43.20 23.41 CircorIntl CIR ... dd 26.80 +2.22 ... 11.10 9.62 CrucibleAcqnA CRU ... ... 9.75 ... ... 24.84 15.35 EQT EQT ... dd 20.56 –3.23 ... 49.62 34.99 FB Financial FBK 1.0 11 42.67 –4.25 .11
49.08 38.19 CNA Fin CNA 3.4 9 44.72 –2.30 .38 80.29 57.40 Citigroup C 3.2 6 63.27 –3.66 .51 3.30 0.49 CrucibleAcqnWt CRU.WT ... ... .50 –0.12 ... 115.84 75.19 ESCO Tech ESE .4 34 84.34 –3.89 .08 17.75 9.38 F45Training FXLV ... dd 12.19 –0.20 ...
17.13 10.85 CNH Indl CNHI .8 13 15.61 –0.91 .131 57.00 35.09 CitizensFin CFG 3.1 10 50.62 –5.73 .39 32.34 16.95 CryoLife CRY ... cc 17.88 –1.27 ... 10.10 9.75 ESM Acqn ESM.UT ... ... 9.88 –0.04 ... 50.40 19.50 Figs FIGS ... dd 20.96 –2.32 ...
27.89 21.06 CNO Financial CNO 2.1 8 24.41 –1.80 .13 7.06 4.61 Citizens CIA ... cc 4.64 –0.45 ... 57.34 34.39 CubeSmart CUBE 3.4 46 50.59 –0.49 .43 9.92 9.61 ESM Acqn A ESM ... ... 9.71 –0.03 ... 122.50 87.27 FMC FMC 1.9 24 108.85 –5.25 .53
16.22 10.41 CNX Resources CNX ... dd 14.62 –1.17 ... 21.70 9.31 CityOfficeREIT CIO 4.5 18 17.96 –2.04 .20 143.94 91.23 Cullen/Frost CFR 2.3 20 131.72 –11.34 .75 1.15 0.43 ESM Acqn Wt ESM.WT ... ... .52 –0.15 ... 14.11 9.79 FNB FNB 3.7 11 12.99 –1.00 .12
36.23 7.99 CONSOL Energy CEIX ... dd 20.56 –4.98 ... 25.28 13.09 Civeo CVEO ... dd 20.12 –0.44 ... 17.88 8.61 Culp CULP 5.3 16 8.72 –0.38 .115 28.92 6.30 ESSTech GWH ... dd 6.62 –1.38 ... 15.28 7.71 FreyrBattery FREY ... dd 9.15 –0.19 ...
54.54 40.92 CRH CRH 2.3 27 50.53 –2.68 .23 59.65 19.57 CivitasRsrcs CIVI 3.7 15 50.35 –6.68 .4625 277.09 203.38 Cummins CMI 2.6 15 223.36 –14.18 1.45 6.65 0.75 ESSTechWt GWH.WT ... ... 1.16 –0.35 ... 4.92 1.25 FreyrBatteryWt FREY.WT ... ... 2.84 ... ...
69.41 28.32 CS Disco LAW ... dd 28.38 –1.27 ... 34.79 16.08 Clarivate CLVT ... dd 16.39 –1.61 ... 142.46 103.55 CurtissWright CW .5 23 137.21 –2.05 .18 14.58 7.85 E2open ETWO ... dd 8.25 –0.27 ... 23.45 16.52 FS KKR Cap FSK 11.5 2 21.48 –0.90 .62
64.85 41.80 CTO Realty CTO 6.7 3 60.01 –4.15 1.00 18.74 14.96 ClarosMtg CMTG 8.3 ... 17.90 –0.12 .37 22.77 14.10 Cushman&Wkfd CWK ... 64 21.30 –0.50 ... 4.72 1.62 E2openWt ETWO.WT ... ... 1.81 ... ... 157.86 105.07 FTI Consulting FCN ... 21 148.83 –2.47 ...
39.49 28.72 CTS CTS .5 dd 33.61 –2.23 .04 11.15 9.81 ClassAccel CLAS.UT ... ... 10.04 +0.03 ... 11.36 6.09 CustomTruck CTOS ... dd 7.37 –0.43 ... 169.15 105.40 EagleMaterials EXP .7 18 144.72 –14.15 .25 126.28 77.30 Fabrinet FN ... 26 112.71 –5.39 ...
176.94 25.26 C3.ai AI ... dd 25.45 –2.53 ... 9.97 9.46 ClassAccelA CLAS ... 88 9.73 ... ... 3.00 0.90 CustomTruckWt CTOS.WT ... ... 2.04 –0.30 ... 15.27 5.05 EarthstoneEner ESTE ... dd 12.13 –2.30 ... 495.40 294.21 FactSet FDS .8 40 420.12 –6.99 .82
20.10 12.58 Curo CURO 3.2 7 13.71 –2.86 .11 1.29 0.47 ClassAccelWt CLAS.WT ... ... .47 –0.04 ... 76.13 20.97 CustomersBancorp CUBI ... 8 62.00 –12.71 ... 23.65 19.64 EasterlyGovtProp DEA 5.0 71 21.17 –1.50 .265 553.97 342.89 FairIsaac FICO ... 32 427.03 –9.41 ...
23.00 11.22 CVR Energy CVI ... dd 19.59 –2.63 ... 118.89 75.65 CleanHarbors CLH ... 26 93.15 –3.38 ... 3.63 0.84 CypressEnvl CELP ... dd .96 –0.17 ... 229.84 131.28 EastGroup EGP 2.2 65 199.95 –7.56 1.10 14.32 3.38 FangHoldings SFUN ... dd 3.97 –0.30 ...
110.77 14.70 CVR Partners UAN 9.8 cc 95.11 –5.34 2.93 3.70 1.64 ClearChannelOutdr CCO ... dd 3.08 –0.18 ... 130.47 96.27 EastmanChem EMN 2.5 32 120.09 –7.45 .76 12.31 9.96 FarPeakAcqn FPAC.UT ... ... 10.24 –0.22 ...
21.07 3.96
D
107.26 68.02 CVS Health CVS 2.2 18 101.56 –4.66 .55 65.70 ClearSecure YOU ... dd 21.09 –3.33 ... 13.99 EastmanKodak KODK ... 7 3.99 –0.52 ... 11.30 9.66 FarPeakAcqnA FPAC ... dd 9.94 –0.06 ...
2136.14 1524.57 CableOne CABO .7 28 1527.47 –32.35 2.75 27.68 15.77 ClearwaterAnalytic CWAN ... dd 15.87 –1.50 ... 175.72 114.01 Eaton ETN 1.9 31 160.54 –10.38 .76 3.62 0.76 FarPeakAcqnWt FPAC.WT ... ... 1.00 –0.45 ...
65.25 42.72 Cabot CBT 2.7 13 55.63 –5.43 .37 45.81 27.30 ClearwaterPaper CLW ... dd 32.48 –4.14 ... 238.93 194.02 Ecolab ECL 1.0 50 195.09 –20.94 .51 73.87 21.46 Farfetch FTCH ... dd 21.62 –5.58 ...
47.70 24.98 Cactus WHD .9 80 45.38 –0.59 .10 36.56 23.21 ClearwayEnergyA CWEN.A 4.3 cc 30.13 –0.19 .34 10.88 9.71 D&ZMedia DNZ.UT ... ... 9.84 –0.03 ... 15.91 11.37 Ecopetrol EC .6 10 14.39 +0.25 .0932 14.85 10.03 FarmlandPtrs FPI 1.8 dd 11.36 –0.82 .05
35.59 24.87 CadenceBank CADE 2.5 11 31.45 –2.69 .20 39.75 24.93 ClearwayEnergyC CWEN 4.0 cc 32.89 –0.07 .34 10.84 9.60 D&ZMediaA DNZ ... dd 9.74 –0.02 ... 18.90 9.12 Ecovyst ECVT .0 dd 9.88 –0.53 3.20 122.75 28.09 Fastly FSLY ... dd 28.10 –3.12 ...
25.86 14.16 Cadre CDRE 1.6 46 19.74 –1.84 .08 26.51 12.77 Cleveland-Cliffs CLF ... 4 16.98 –5.07 ... 1.45 0.40 D&ZMediaWt DNZ.WT ... ... .44 –0.09 ... 51.86 29.87 EdgewellPersonal EPC 1.3 22 47.55 –4.27 .15 11.00 5.04 FathomDigital FATH ... cc 10.24 +2.35 ...
34.19 21.65 CAE CAE ... 69 24.55 –1.85 ... 12.38 9.81 ClimateRealI CLIM.UT ... ... 9.90 –0.03 ... 33.85 19.01 DCP Midstream DCP 5.6 59 27.86 –1.15 .39 68.62 53.92 EdisonInt EIX 4.4 31 62.98 –0.77 .70 2.05 0.48 FathomDigitalWt FATH.WT ... ... 1.05 +0.17 ...
29.36 14.12 Caleres CAL 1.3 39 22.00 –1.15 .07 10.20 9.55 ClimateReal II A CLIM ... 69 9.74 –0.01 ... 6.62 2.37 DHI Group DHX ... cc 5.29 –0.41 ... 131.73 78.44 EdwardsLife EW ... 48 112.65 –5.61 ... 137.01 74.50 FedAgriMtg C AGM 2.9 12 123.17 –5.78 .88
47.18 21.79 CaliforniaRscs CRC 1.7 1 40.91 –3.20 .17 2.49 0.70 ClimateReal II Wt CLIM.WT ... ... .75 –0.20 ... 7.19 4.91 DHT DHT 2.6 dd 4.93 –0.67 .02 38.99 15.44 8x8 EGHT ... dd 15.56 –0.93 ... 140.51 84.38 FederalRealty FRT 3.5 41 123.22 –9.64 1.07
72.08 51.02 CalWtrSvc CWT 1.5 28 61.12 –1.39 .23 10.41 6.89 ClipperRealty CLPR 4.2 dd 9.08 –0.91 .095 13.12 9.80 DPCM Capital XPOA.UT ... ... 9.96 –0.04 ... 37.49 26.23 ElancoAnimal ELAN ... dd 26.77 –0.26 ... 48.88 32.40 FederalSignal FSS .9 23 39.41 –2.43 .09
80.95 29.12 Calix CALX ... 12 43.39 –11.31 ... 59.00 2.19 CloopenGroup RAAS ... dd 2.21 –0.19 ... 11.96 9.65 DPCM Cap A XPOA ... dd 9.81 ... ... 56.00 41.56 ElancoAnimalUn ELAT 6.0 ... 41.96 –0.46 .625 39.82 26.37 FederatedHermes FHI 3.2 11 33.25 –4.80 .27
37.75 23.34 CallawayGolf ELY ... 11 24.16 –1.76 ... 231.11 156.23 Clorox CLX 2.6 52 178.60 –8.00 1.16 3.51 0.44 DPCM Cap Wt XPOA.WT ... ... .48 –0.03 ... 189.84 81.53 Elastic ESTC ... dd 82.13 –12.41 ... 319.90 216.34 FedEx FDX 1.2 16 244.91 –11.31 .75
65.45 12.22 CallonPetrol CPE ... dd 47.23 –9.77 ... 221.64 60.96 Cloudflare NET ... dd 88.55 –11.74 ... 13.18 7.88 DRDGOLD DRD ... 8 8.44 +0.24 ... 13.58 7.46 EldoradoGold EGO ... dd 9.22 –0.32 ... 183.67 116.70 Ferguson FERG 1.5 19 158.30 –14.03 1.665
180.37 99.70 CamdenProperty CPT 2.1 cc 157.68 –7.91 .83 6.34 2.95 CN Finance CNF ... 5 3.10 –0.47 ... 123.74 98.43 DTE Energy DTE 3.0 26 118.46 –0.92 .825 26.92 15.86 ElementSolns ESI 1.4 25 22.93 –1.77 .08 278.78 183.82 Ferrari RACE .4 41 232.31 –13.08 1.0386
28.49 12.16 Cameco CCJ .3 dd 20.16 –2.39 .0625 61.45 48.11 Coca-Cola KO 2.8 30 60.45 –0.94 .42 52.78 45.37 DTEEnergy DTP 6.2 ... 50.55 –0.21 .7813 4.90 2.54 ElevateCredit ELVT ... dd 2.84 –0.12 ... 22.00 13.79 Ferro FOE ... 28 21.71 +0.05 ...
January 24, 2022 BARRON’S 49

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
56.44 35.72 FidNatlFin FNF 3.5 5 50.00 –5.87 .44 13.48 5.73 GenesisEnergy GEL 5.6 dd 10.78 –0.56 .15 6.76 2.88 HelixEnergy HLX ... dd 3.32 –0.49 ...
155.96 101.79 FidNatlInfo FIS 1.4 cc 111.78 –6.26 .39 8.50 4.74 GenieEnergy GNE ... dd 5.16 –0.15 ... 36.26 20.93 Helm&Payne HP 3.7 dd 26.97 –3.43 .25
1.80 0.85 FigureAcqnI Wt FACA.WT ... ... .94 –0.20 ... 25.18 6.22 GeniusSports GENI ... dd 6.35 –0.18 ... 59.00 36.52 Herbalife HLF ... 10 44.36 –0.78 ... Bloodbath: NYSE composite breadth fell for a fourth week, as the S&P
11.95 9.61 FigureAcqnI FACA.UT ... ... 10.02 –0.10 ... 12.53 1.72 GeniusSportsWt GENI.WT ... ... 1.79 –0.07 ... 203.14 61.19 HercHoldings HRI 1.3 25 156.11 –6.85 .50
10.55 9.63 FigureAcqnI A FACA ... 86 9.89 +0.04 ... 54.03 38.28 Genpact G .9 26 49.83 –1.64 .1075 18.20 14.49 HerculesCapital HTGC 7.8 6 17.01 –0.62 .07 500 sank 5.7%—the index’s biggest weekly decline since March 2020.
11.67 3.66 FinanceofAm FOA ... dd 3.81 –0.37 ... 142.97 93.62 GenuineParts GPC 2.5 23 130.58 –7.53 .815 12.20 5.47 HeritageInsurance HRTG 3.9 dd 6.17 –0.08 .06
1.73 0.33 FinanceofAmWt FOA.WT ... ... .42 –0.05 ... 4.61 2.81 GenworthFin GNW ... 2 3.95 –0.46 ... 13.05 7.51 HershaHospitality HT ... dd 9.03 –0.49 ... Losing stocks outpaced winners by nearly 10 to 1, on the NYSE.
10.15 9.76 FinTechEvol FTEV.UT ... ... 9.87 –0.03 ... 18.50 9.50 GeoPark GPRK 1.2 dd 13.58 +0.08 .041 202.89 143.58 Hershey HSY 1.8 29 200.35 +0.82 .901 BREADTH DJIA
10.29 9.60 FinTechEvolA FTEV ... cc 9.69 –0.02 ... 7.27 4.16 Gerdau GGB .5 3 5.00 –0.11 .2577 94.51 53.43 Hess HES 1.1 cc 87.69 –4.09 .25
1.43 0.46 FinTechEvolWt FTEV.WT ... ... .50 ... ... 34.21 26.21 GettyRealty GTY 5.7 16 29.01 –2.57 .41 30.71 20.36 HessMidstream HESM 7.2 17 28.44 –1.78 .5104
10.61 3.30 FinVolution FINV 3.4 4 4.43 –0.15 .17 9.96 9.80 GigCapital5 GIA ... ... 9.90 ... ... 17.60 11.80 HewlettPackard HPE 3.0 6 16.14 –1.42 .12 615000 36600
81.54 48.69 FirstAmerFin FAF 2.8 7 73.64 –5.90 .51 10.82 10.13 GigCapital5 GIA.UT ... ... 10.31 –0.06 ... 64.99 42.91 Hexcel HXL ... dd 52.49 –4.56 ... DJIA
16.62 8.88 FirstBanCorp FBP 2.7 12 14.84 –1.55 .10 0.75 0.38 GigCapital5Wt GIA.WT ... ... .39 –0.08 ... 11.50 9.86 HighlandTransI HTPA.UT ... ... 10.21 –0.18 ... s
17.63 11.53 FirstCmwlthFin FCF 2.8 12 16.21 –1.34 .115 43.63 24.81 Gildan GIL 1.6 15 38.96 –1.76 .154 10.97 9.61 HighlandTransI HTPA ... dd 9.87 –0.04 ... 606000 35200
9.90 1.45 First HS Educ FHS ... ... 1.93 –0.16 ... 15.86 5.00 GinkgoBioworks DNA ... dd 5.28 –0.51 ... 2.90 0.65 HighlandTranIWt HTPA.WT ... ... 1.08 –0.25 ...
19.45 13.44 FirstHorizon FHN 3.5 10 17.15 –1.48 .15 4.50 1.22 GinkgoBioworksWt DNA.WT ... ... 1.30 –0.22 ... 48.98 37.01 HighwoodsProp HIW 4.6 17 43.36 –3.93 .50
66.74 40.08 FirstIndRlty FR 1.8 32 60.33 –2.08 .27 67.35 46.34 GlacierBancorp GBCI 2.4 16 54.16 –5.56 .10 3.38 1.81 HillIntl HIL ... dd 1.93 –0.07 ...
10.28 9.73 FirstLightAcqnA FLAG ... ... 9.82 –0.01 ... 18.74 13.34 Glatfelter GLT 3.1 29 17.79 –0.72 .14 54.15 40.30 Hillenbrand HI 1.9 14 46.65 –3.97 .2175 597000 33800
0.75 0.47 FirstLightWt FLAG.WT ... ... .48 –0.02 ... 99.00 39.35 Glaukos GKOS ... dd 51.38 –2.32 ... 39.60 29.78 Hilltop HTH 1.4 7 34.84 –3.22 .12
24.01 9.86 FirstMajestic AG .2 73 10.99 +0.29 .0049 46.86 33.53 GSK GSK 4.4 19 45.10 –0.37 .5234 56.33 28.88 HiltonGrandVac HGV ... dd 46.38 –5.32 ...
222.86 143.60 FirstRepBank FRC .5 22 167.67 –24.39 .22 14.35 5.74 GlobalBlue GB ... dd 6.21 –0.79 ... 159.21 98.57 Hilton HLT ... cc 142.26 –5.72 ... BREADTH 594,722 s
42.03 30.22 FirstEnergy FE 3.8 22 41.33 –0.24 .39 2.55 0.44 GlobalBlueWt GB.WT ... ... .47 –0.09 ... 25.40 4.68 Hims&HersHealth HIMS ... dd 4.79 –0.50 ... 588000 32400
14.00 9.95 FirstMarkHorizon FMAC.UT ... ... 10.09 –0.03 ... 6.31 3.80 GlobalCordBlood CO ... 7 4.17 –0.23 ... 15.05 2.08 Hippo HIPO ... dd 2.10 –0.36 ...
14.44 9.70 FirstMarkHorizonA FMAC ... cc 9.88 ... ... 31.98 23.97 GlobalIndemnity GBLI 3.8 80 26.05 –0.70 .25 4.82 0.30 HippoWt HIPO.WT ... ... .31 –0.09 ...
4.50 0.61 FirstMarkHorizonWt FMAC.WT ... ... .70 ... ... 45.97 32.39 GlobalIndl GIC 1.8 17 34.62 –2.34 1.00 19.46 12.39 HireRight HRT ... dd 12.60 –1.36 ...
31.96 9.61 Fisker FSR ... dd 12.02 –2.86 ... 18.51 12.40 GlobalMedREIT GMRE 4.9 cc 16.74 –0.41 .205 18.17 3.77 HoeghLNG Ptrs HMLP .9 3 4.26 –0.22 .01 579000 31000
8.93 5.39 FivePoint FPH ... dd 5.86 –0.69 ... 20.11 13.78 GlobalNetLease GNL 11.4 dd 14.09 –0.99 .40 13.64 9.24 Holley HLLY ... dd 12.46 –0.57 ...
336.00 80.33 FiverrIntl FVRR ... dd 81.22 –3.93 ... 27.62 18.10 GlobalPtnrs GLP 9.0 26 25.24 –1.26 .575 4.06 0.71 HolleyWt HLLY.WT ... ... 3.22 –0.37 ...
56.77 40.69 Flagstar FBC .5 4 46.93 –5.12 .06 220.81 116.75 GlobalPayments GPN .7 44 140.77 –9.78 .25 23.69 13.96 HollyEnergy HEP 7.9 9 17.81 –0.49 .35 570000 29600
10.36 9.63 FlameAcqn FLME.UT ... ... 9.96 –0.04 ... 26.51 11.30 GlobalShipLease GSL 4.4 8 22.96 –1.53 .25 42.39 27.17 HollyFrontier HFC .0 12 34.01 –3.66 .35
10.02 9.57 FlameAcqnA FLME ... 71 9.72 –0.01 ... 354.62 188.67 Globant GLOB ... cc 224.24 –27.48 ... 29.76 20.69 HomeBancShares HOMB 2.3 12 23.93 –1.81 .14 F M A M J J A S O N D J
1.58 0.46 FlameAcqnWt FLME.WT ... ... .52 –0.16 ... 108.22 85.25 GlobeLife GL .8 14 100.99 –4.98 .1975 420.61 246.59 HomeDepot HD 1.9 23 349.10 –22.90 1.65
295.36 200.78 FleetCorTech FLT ... 23 226.41 –17.59 ... 84.23 59.37 GlobusMedical GMED ... 37 67.93 –5.52 ... 33.42 26.33 HondaMotor HMC 3.4 6 29.78 –0.91 .484 In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
26.26 7.81 FlexLNG FLNG 16.2 8 18.47 –6.43 .75 93.75 65.70 GoDaddy GDDY ... 54 71.76 –5.01 ... 44.61 36.21 HoraceMannEdu HMN 3.3 10 37.04 –2.73 .31 added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we
145.89 81.20 Floor&Decor FND ... 36 96.82 –8.82 ... 10.44 10.03 GoGreenInvts GOGN.UT ... ... 10.06 –0.10 ... 13.19 9.96 HorizonAcqnII HZON.UT ... ... 10.05 –0.05 ... plot. Dec. 31, 1985 =1000.
2.74 0.53 FlotekIndustries FTK ... dd .96 +0.02 ... 10.62 9.86 GoGreenInvtsA GOGN ... ... 9.90 –0.01 ... 12.16 9.68 HorizonII A HZON ... 62 9.82 ... ...
29.73 21.72 FlowersFoods FLO 2.9 27 28.74 –0.33 .21 0.70 0.35 GoGreenInvtsWt GOGN.WT ... ... .38 –0.07 ... 3.27 0.71 HorizonII Wt HZON.WT ... ... .73 –0.10 ...
44.39 28.15 Flowserve FLS 2.5 25 31.90 –0.59 .20 12.53 7.75 GoldFields GFI 2.6 10 10.93 +0.42 .1106 11.78 6.62 HorizonGlobal HZN ... dd 7.61 –0.70 ...
25.68 14.41 Fluor FLR ... dd 20.73 –2.39 ... 10.68 9.56 GoldenFalconA GFX ... 46 9.75 –0.01 ... 50.86 40.48 HormelFoods HRL 2.1 30 49.13 +0.05 .26 52-Week Tick Div 52-Week Tick Div
89.59 67.74 FomentoEconMex FMX 1.7 63 82.07 –0.76 .5677 11.40 9.90 GoldenFalconAcqnUn GFX.UT ... ... 9.98 –0.13 ... 110.45 72.57 DR Horton DHI 1.0 8 87.87 –10.66 .225 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
66.71 39.76 FootLocker FL 2.8 5 43.17 –0.21 .30 2.45 0.45 GoldenFalconWt GFX.WT ... ... .48 –0.12 ... 122.62 63.38 HoulihanLokey HLI 1.7 17 101.50 –13.46 .43
25.87 10.36 FordMotor F 1.9 28 20.65 –4.54 .10 20.65 17.00 GoldmanSachsBDC GSBD 9.3 6 19.39 –0.37 .45 146.34 37.77 Hovnanian HOV ... 1 96.86 –23.00 ... 35.96 17.67 IntercorpFinSvcs IFS 2.5 8 30.50 –1.18 .65 8.50 1.75 KaleyraWt KLR.WT ... ... 1.95 –0.24 ...
10.59 9.76 ForestRoad II FRXB.UT ... ... 9.82 –0.08 ... 426.16 270.62 GoldmanSachs GS 2.3 6 343.91 –37.03 2.00 113.20 81.99 HowardHughes HHC ... dd 93.80 –7.62 ... 145.99 112.10 IBM IBM 5.1 24 129.35 –4.86 1.64 58.86 33.93 Kaman KAMN 1.9 cc 41.35 –3.37 .20
10.16 9.60 ForestRoadII A FRXB ... 69 9.70 –0.02 ... 47.12 30.35 Gorman-Rupp GRC 1.7 35 40.23 –1.61 .17 36.03 22.91 HowmetAerospace HWM .2 50 32.63 –2.44 .02 157.08 109.54 IntlFlavors IFF 2.3 cc 139.29 –6.50 .79 68.60 56.61 Kellogg K 3.5 18 66.61 –0.92 .58
1.71 0.56 ForestRoadAcqnIIWt FRXB.WT ... ... .65 –0.10 ... 81.09 64.34 Graco GGG 1.2 29 71.40 –3.91 .21 28.77 12.79 HuanengPower HNP 4.3 dd 22.88 +1.05 1.1071 32.95 15.11 IntlGameTech IGT 3.2 24 25.34 –2.62 .20 83.98 51.39 Kemper KMPR 2.1 51 58.60 –5.40 .31
26.55 18.39 Forestar FOR ... 8 18.39 –0.91 ... 10.00 9.63 GrafAcqnIV GFOR ... ... 9.67 –0.09 ... 212.54 149.07 Hubbell HUBB 2.2 29 194.68 –5.37 1.05 61.80 43.87 IntlPaper IP 3.9 10 47.29 –2.21 .5125 43.04 32.50 Kennametal KMT 2.3 26 34.65 –2.21 .20
48.88 14.28 ForgeRock FORG ... dd 15.01 –1.24 ... 1.99 0.75 GrafAcqnIVWt GFOR.WT ... ... 1.08 –0.03 ... 866.00 347.78 HubSpot HUBS ... dd 427.67 –34.53 ... 22.39 13.75 IntlSeaways INSW 1.7 dd 13.77 –1.54 .06 24.81 16.93 KennedyWilson KW 4.3 7 22.22 –1.72 .24
48.39 38.49 Fortis FTS 3.6 23 46.84 –0.06 .4248 14.17 9.53 GrafTechIntl EAF .4 7 10.39 –1.28 .01 9.60 5.22 HudbayMinerals HBM .2 dd 7.66 –0.22 .0079 10.18 9.70 InterPrivateII IPVA.UT ... ... 9.86 –0.04 ... 55.35 26.56 KenonHoldings KEN ... 4 48.20 –6.90 ...
79.87 64.58 Fortive FTV .4 16 71.76 –0.74 .07 17.44 11.41 Graham GHM 3.6 dd 12.24 –1.47 .11 30.35 22.80 HudsonPacProp HPP 4.2 dd 23.75 –2.49 .25 10.71 9.52 InterPrivateII A IPVA ... ... 9.69 –0.02 ... 1.12 0.55 KensingtonV Wt KCGI.WT ... ... .77 –0.15 ...
11.06 9.75 FortressCap FCAX.UT ... ... 9.86 –0.03 ... 685.00 547.75 GrahamHoldings GHC 1.0 6 594.65 –38.09 1.51 475.44 351.20 Humana HUM .7 18 375.25 –16.41 .70 1.59 0.50 InterPrivateII Wt IPVA.WT ... ... .54 –0.23 ... 10.97 9.95 KensingtonCapAcqnV KCGI.UT ... ... 10.55 +0.02 ...
10.10 9.50 FortressCapA FCAX ... 85 9.73 –0.03 ... 527.06 356.23 Grainger GWW 1.3 28 492.95 –11.61 1.62 0.51 0.40 HuntCosI Wt HTAQ.WT ... ... .43 –0.04 ... 11.28 9.75 InterPrivateIII IPVF.UT ... ... 10.12 –0.58 ... 10.38 9.71 KensingtonCapV A KCGI ... ... 9.86 +0.01 ...
2.22 0.53 FortressCapWt FCAX.WT ... ... .55 –0.14 ... 44.31 29.12 GraniteConstr GVA 1.4 60 35.98 –2.18 .13 10.21 10.06 HuntCosAcqnI HTAQ.UT ... ... 10.14 +0.01 ... 10.00 9.65 InterPrivateII A IPVF ... ... 9.92 –0.01 ... 27.17 16.69 KeyCorp KEY 3.1 9 24.79 –2.22 .195
34.79 20.40 FortressTransport FTAI 5.0 dd 26.40 –3.02 .33 15.92 9.03 GranitePointMtg GPMT 8.6 9 11.64 –0.53 .25 10.31 9.80 HuntCosI A HTAQ ... ... 9.92 –0.01 ... 2.02 0.74 InterPrivateIII Wt IPVF.WT ... ... .90 –0.30 ... 209.08 129.09 KeysightTechs KEYS ... 36 173.42 –13.72 ...
11.76 9.80 FortressValueIII FVT.UT ... ... 9.87 –0.08 ... 83.81 55.47 GraniteREIT GRP.UT 3.2 5 74.71 –3.96 .2062 224.13 156.36 HuntingIngalls HII 2.5 11 191.10 –6.58 1.18 39.35 23.89 Interpublic IPG 3.1 20 35.35 –2.71 .27 74.05 55.72 KilroyRealty KRC 3.3 11 63.96 –5.95 .52
10.70 9.65 FortressVal III A FVT ... ... 9.77 –0.01 ... 21.56 15.36 GraphicPkg GPK 1.6 23 18.69 –0.80 .075 38.51 24.10 Huntsman HUN 2.1 10 35.45 –2.81 .1875 52.91 21.92 IntrepidPotash IPI ... 20 37.53 –5.04 ... 16.15 8.09 KimbellRoyalty KRP 7.9 dd 14.40 –1.33 .37
2.76 0.62 FortressVal III Wt FVT.WT ... ... .63 –0.07 ... 25.24 16.30 GrayTelevision GTN 1.6 8 20.44 –2.44 .08 99.00 65.44 HyattHotels H ... dd 87.01 –5.18 ... 10.94 2.18 Invacare IVC ... dd 2.61 –0.15 ... 145.79 125.27 KimberlyClark KMB 3.2 24 143.32 +0.12 1.14
10.15 9.65 FortressValueIV FVIV.UT ... ... 9.82 –0.16 ... 23.75 14.99 GrayTelevision A GTN.A 1.6 8 20.11 –1.21 .08 22.25 4.16 Hyliion HYLN ... dd 4.16 –1.11 ... 28.90 1.10 InvenTrust IVT 3.1 cc 26.36 –1.04 .2052 25.62 15.91 KimcoRealty KIM 2.9 12 23.69 –1.32 .17
10.23 9.50 FortressValueIV A FVIV ... 62 9.71 –0.03 ... 14.74 9.62 GreatAjax AJX 7.6 9 12.61 –0.66 .10 102.17 35.30 HysterYaleMatls HY 3.2 dd 40.89 –3.94 .3225 4.60 2.52 InvescoMtg IVR 14.3 8 2.52 –0.29 .09 19.29 13.75 KinderMorgan KMI 6.2 22 17.37 –0.52 .27
1.75 0.66 FortressValueIV Wt FVIV.WT ... ... .67 –0.08 ... 37.90 22.41 GreatWesternBncp GWB .6 9 32.44 –4.61 .05 56.59 10.75 Invitae NVTA ... dd 10.81 –0.93 ... 5.80 4.07 KingswayFin KFS ... dd 5.33 –0.01 ...
9.85
114.01
2.91
80.40
FortunaSilver
FortBrandsHome
FSM
FBHS
...
1.2
11
17
3.67
94.41
+0.01
–7.07
...
.28
32.25
56.53
18.27
32.68
GreenBrickPtrs
GreenDot
GRBK
GDOT
...
... 55
8 23.20
33.01
–2.52
–1.62
...
... I 45.80
35.90
27.44
7.07
InvitatHomes
IonQ
INVH
IONQ
1.6
...
cc
dd
41.88
10.88
–1.51
–2.05
.17
...
10.35
1.29
9.77
0.40
KingswoodA
KingswoodWt
KWAC
KWAC.WT
...
...
dd
...
10.14
.42
–0.03
–0.03
...
...
28.50 14.02 ForumEnergyTech FET ... dd 17.75 –1.15 ... 50.21 35.13 Greenbrier GBX 2.9 24 37.73 –5.49 .27 23.89 1.80 IonQWt IONQ.WT ... ... 3.52 –0.91 ... 8.34 4.90 KinrossGold KGC 2.1 7 5.65 +0.06 .03
30.10 25.57 FourCornersProp FCPT 4.9 25 27.02 –1.03 .3325 20.32 11.04 Greenhill GHL 1.2 5 16.91 –2.43 .05 65.50 44.44 IAA IAA ... 21 44.52 –2.61 ... 53.14 29.77 IronMountain IRM 5.7 20 43.35 –1.42 .6185 245.17 153.12 KinsaleCapital KNSL .2 31 189.18 –16.79 .11
2.64 0.53 FourSeasonsEduc FEDU ... dd .66 +0.02 ... 16.50 6.50 GreenTree GHG 7.9 17 6.72 –0.49 .53 22.34 14.20 ICICI Bank IBN .2 26 21.03 –1.08 .0547 47.50 3.16 IronNet IRNT ... dd 3.19 –0.27 ... 70.60 47.58 Kirby KEX ... dd 62.41 –4.52 ...
163.79 105.62 Franco-Nevada FNV .9 36 130.62 +0.58 .30 72.00 44.64 Greif A GEF 3.1 9 59.80 –2.11 .46 11.16 5.24 ICL Group ICL 1.5 23 10.15 –0.89 .0837 11.90 0.62 IronNetWt IRNT.WT ... ... .65 –0.01 ... 46.98 31.72 KirklandLakeGold KL 1.9 12 40.06 –0.35 .1875
17.74 14.01 FrankBSPRealty FBRT 8.1 6 14.06 –0.93 .285 71.30 45.18 Greif B GEF.B 4.6 6 58.87 –2.84 .68 114.19 85.30 IDACORP IDA 2.7 22 109.37 –1.01 .75 13.19 6.12 ironSource IS ... cc 6.13 –0.42 ... 23.14 15.52 KiteRealty KRG 3.5 cc 20.61 –1.65 .19
52.52 23.82 FranklinCovey FC ... 35 45.33 –4.45 ... 29.42 21.47 Griffon GFF 1.6 15 22.99 –2.58 .09 67.30 13.60 IDT IDT ... 11 34.30 –6.31 ... 27.75 14.90 iStar STAR 2.2 23 22.49 –2.72 .125 62.29 39.17 Knight-Swift KNX .7 15 55.60 –1.19 .10
38.27 24.91 FranklinRscs BEN 3.6 9 31.82 –3.45 .29 212.23 130.30 Group1Auto GPI .8 6 170.83 –12.75 .35 18.48 11.50 IHS Holding IHS ... 36 11.62 –0.33 ... 6.11 2.75 ItauCorpBanca ITCB ... 28 3.39 –0.23 ... 10.00 9.92 KnightSwanAcqn KNSW.UT ... ... 9.95 ... ...
11.27 9.81 FreedomAcqnI FACT.UT ... ... 9.85 +0.02 ... 144.25 98.07 GpoAeroportuar PAC .0 31 136.11 –4.98 1.9241 135.82 83.93 IHS Markit INFO .7 76 117.65 –4.12 .20 5.57 3.55 ItauUnibanco ITUB 3.2 8 4.22 –0.03 .0029 20.34 12.34 KnotOffshore KNOP 13.7 ... 15.20 –1.24 .52
10.30 9.60 FreedomI A FACT ... 66 9.71 ... ... 216.20 155.38 GpoAeroportSur ASR ... 27 197.54 –18.19 ... 15.65 8.65 ING Groep ING 4.1 ... 14.52 –1.00 .5626 12.70 10.03 IvanhoeCap IVAN.UT ... ... 10.38 –0.02 ... 23.81 18.20 Knowles KN ... 24 21.88 –1.27 ...
1.55 0.44 FreedomI Wt FACT.WT ... ... .45 –0.10 ... 6.90 5.05 GpoAvalAcc AVAL 4.6 7 5.58 +0.19 .0212 4.83 3.21 INNOVATE VATE ... dd 3.78 –0.28 ... 11.47 9.50 IvanhoeCapA IVAN ... dd 9.97 +0.01 ... 64.80 42.68 Kohl's KSS 2.1 7 46.84 –0.93 .25
46.20 24.71 FreeportMcM FCX .7 16 40.99 –3.09 .075 3.63 1.63 GpoSupervielle SUPV ... 16 1.77 –0.16 ... 29.71 20.47 Invesco IVZ 3.1 9 21.94 –2.95 .17 4.00 0.86 IvanhoeCapWt IVAN.WT ... ... 1.27 –0.10 ... 61.23 32.69 KoninklijkePhil PHG 2.7 23 33.12 –1.27 1.0331
42.46 29.71 FreseniusMed FMS ... 17 32.71 –1.09 ... 15.06 7.15 GrupoTelevisa TV .8 17 9.79 –0.70 .0881 10.14 9.64 IonAcqn3 IACC ... ... 9.72 –0.04 ... 69.16 35.48 KontoorBrands KTB 3.9 14 46.94 –4.10 .46
5.35 0.80 IONGeophysical IO ... dd .90 +0.05 ...
36.57
9.86
22.92
5.73
FreshDelMonte
Frontline
FDP
FRO
1.8
...
15
dd
28.08
6.50
–0.91
–1.05
.15
...
31.12
130.95
19.56
91.77
Guess
Guidewire
GES
GWRE
4.4
... dd
8 20.24
98.82
–2.44
–4.84
.225
... 285.61 170.00 IQVIA IQV ... 61 240.95 –6.39 ... J 39.44
12.28
27.91
8.66
Koppers
KoreaElcPwr
KOP
KEP
...
5.0 dd
8 29.97
8.76
–1.49
–0.22
...
.4875
57.47 10.08 fuboTV FUBO ... dd 10.21 –2.91 ... 17.79 12.25 GuildHldgs GHLD .0 2 12.60 –1.38 1.00 5.09 3.48 IRSA IRS ... dd 4.19 +0.12 ... 84.68 45.60 KornFerry KFY .7 14 67.58 –5.82 .12
22.80 7.16 FullTruck YMM ... dd 9.02 +0.16 ... 88.86 58.71 GulfportEnergy GPOR ... dd 66.57 –10.18 ... 2.76 0.14 IRSA Wt IRS.WT ... ... .21 +0.03 ... 10.54 9.92 JATT Acqn JATT.UT ... ... 10.02 –0.07 ... 4.89 1.80 KosmosEnergy KOS ... dd 4.24 –0.34 ...
81.73 49.80 FullerHB FUL .9 22 72.34 –4.67 .1675 105.54 74.56 ITT ITT .9 41 93.82 –5.73 .22 10.05 9.70 JattAcqnA JATT ... ... 9.82 –0.01 ... 46.60 26.70 Kraton KRA ... 15 45.97 –0.35 ...
0.43
H
10.19 9.72 FusionAcqnII FSNB.UT ... ... 9.84 –0.05 ... 3.85 2.16 IamGold IAG ... ... 2.58 –0.04 ... 0.94 JattAcqnWt JATT.WT ... ... .46 –0.02 ... 50.15 32.00 Kroger KR 1.8 35 46.92 –2.20 .21
9.85 9.60 FusionAcqnIIA FSNB ... ... 9.69 –0.01 ... 10.25 9.80 IberePharm IBER.UT ... ... 9.94 –0.19 ... 34.98 26.88 JBG SMITH Prop JBGS 3.3 dd 26.94 –2.22 .225 18.41 12.06 KronosWorldwide KRO 4.9 19 14.66 –0.89 .18
1.09 0.45 FusionAcqnIIWt FSNB.WT ... ... .47 –0.01 ... 9.95 9.60 IberePharmA IBER ... cc 9.71 +0.01 ... 31.47 22.90 JELD-WEN JELD ... 14 23.86 –1.72 ... 11.37 3.01 KukeMusic KUKE ... dd 4.01 –0.30 ...
17.86 7.04 FutureFuel FF 3.2 35 7.52 –0.59 .06 269.75 156.43 HCA Healthcare HCA .8 12 237.93 –19.07 .48 1.00 0.49 IberePharmWt IBER.WT ... ... .49 –0.09 ... 24.50 3.71 J.Jill JILL ... dd 15.18 –1.70 ... 40.00 15.45 Kyndryl KD ... dd 16.50 –1.64 ...
139.80 53.88 HCI Group HCI 2.4 cc 67.44 –3.14 .40 10.28 10.00 IconicSports ICNC.UT ... ... 10.11 –0.02 ... 172.96 127.35 JPMorganChase JPM 2.8 9 145.08 –12.81 1.00
10.05
G
84.70
11.51
61.35
9.75
HDFC Bank
HH&L Acqn
HDB
HHLA.UT
...
...
27
...
68.93
9.93
–2.80
–0.09
...
... 0.60
9.83
0.42
IconicSportsA
IconicSportsWt
ICNC
ICNC.WT
...
...
...
...
9.88
.48
–0.03
–0.02
...
...
72.11
10.05
40.87
9.93
Jabil
JacksonAcqn
JBL
RJAC.UT
.5
...
13
...
63.72
9.95
–7.00
–0.01
.08
... L
10.00 9.60 HH&L Acqn HHLA ... dd 9.71 +0.01 ... 240.33 185.23 IDEX IEX 1.0 39 219.15 –1.16 .54 47.76 22.29 JacksonFinl JXN 5.1 1 39.59 –4.45 .50
29.94 17.10 GAMCO Investors GBL .7 7 22.74 –1.40 .04 1.14 0.45 HH&L Acqn Wt HHLA.WT ... ... .46 –0.04 ... 24.50 2.50 iHuman IH ... dd 2.66 –0.23 ... 149.55 100.05 JacobsEngg J .7 42 127.96 –4.96 .21 11.65 0.45 LAIX LAIX ... dd .46 –0.06 ...
107.33 84.50 GATX GATX 2.1 34 95.24 –6.53 .50 11.20 9.86 HIG Acqn HIGA.UT ... ... 9.96 –0.03 ... 249.81 192.89 IllinoisToolWks ITW 2.1 28 237.45 –6.39 1.22 41.85 27.75 JamesHardie JHX .8 35 34.14 –2.56 .40 10.50 9.71 L&F Acqn A LNFA ... cc 10.05 +0.01 ...
10.22 9.82 G&P Acqn GAPA.UT ... ... 10.09 +0.10 ... 11.46 9.60 H.I.G.AcqnA HIGA ... dd 9.81 –0.01 ... 25.05 13.60 Imax IMAX ... dd 17.17 –1.44 ... 48.55 27.96 JanusHenderson JHG 4.2 9 36.12 –4.95 .38 1.95 0.51 L&F Acqn Wt LNFA.WT ... ... .63 –0.03 ...
10.00 9.66 G&P Acqn A GAPA ... 44 9.87 ... ... 2.04 0.42 H.I.G.AcqnWt HIGA.WT ... ... .45 –0.12 ... 7.97 2.42 IndependenceContr ICD ... dd 3.45 –0.77 ... 15.94 10.03 JanusInternational JBI ... dd 10.05 –1.12 ... 163.33 118.60 LCI Inds LCII 3.0 12 118.67 –25.76 .90
1.00 0.44 G&P Acqn Wt GAPA.WT ... ... .45 –0.07 ... 46.93 32.22 HNI HNI 3.1 24 40.36 –1.57 .31 57.43 36.99 Independence IHC .8 26 56.77 –0.02 .22 10.97 9.90 JawsMustang JWSM.UT ... ... 9.93 –0.06 ... 12.31 7.25 LG Display LPL ... 5 9.25 –0.98 ...
32.28 20.76 GCPAppliedTechs GCP ... cc 31.91 +0.01 ... 39.65 24.07 HP HPQ 2.9 6 34.86 –3.56 .25 25.98 13.15 IndepRealty IRT .4 77 22.26 –1.20 .0209 10.10 9.64 JawsMustangA JWSM ... dd 9.74 –0.02 ... 32.81 14.12 LL Flooring LL ... 7 14.13 –1.74 ...
11.00 4.96 GEO Group GEO .0 7 7.22 –0.65 .25 11.38 9.60 HPX A HPX ... dd 9.86 ... ... 10.42 10.08 IndlHumanCap AXH.UT ... ... 10.20 –0.22 ... 1.50 0.85 JawsMustangWt JWSM.WT ... ... .91 –0.05 ... 11.63 2.50 LSB Inds LXU ... dd 9.69 –1.21 ...
43.71 26.79 GFLEnvironmental GFL .1 dd 31.56 –2.57 .011 12.15 9.97 HPX Un HPX.UT ... ... 10.05 –0.05 ... 9.94 9.80 IndlHumanCap AXH ... ... 9.93 –0.01 ... 44.47 22.87 JefferiesFin JEF 3.4 6 35.26 –2.37 .30 44.73 31.36 LTC Properties LTC 6.4 23 35.40 –1.30 .19
97.17 67.19 GFL Env Un GFLU 4.1 ... 72.95 –5.57 .75 2.10 0.36 HPX Wt HPX.WT ... ... .40 –0.08 ... 0.70 0.31 IndlHumanCapWt AXH.WT ... ... .32 +0.02 ... 5.39 0.73 JianpuTech JT ... ... 1.13 –0.10 ... 246.08 168.70 L3HarrisTech LHX 1.8 29 220.75 –7.11 1.02
61.79 28.19 GMS GMS ... 12 49.78 –5.35 ... 35.38 24.31 HSBC HSBC 3.2 12 33.87 –1.48 .35 47.80 38.30 IndustrsBachoco IBA 2.0 8 42.21 –0.95 .4249 76.53 28.39 JinkoSolar JKS ... dd 43.37 –3.97 ... 15.75 10.15 LXP Industrial LXP 3.4 18 14.18 +0.03 .12
10.79 9.51 GoAcqnA GOAC ... 36 9.86 –0.01 ... 36.33 6.08 HUYA HUYA ... 9 6.51 –0.64 ... 10.07 9.76 InfiniteAcqnA NFNT ... ... 9.81 –0.10 ... 17.00 4.39 JobyAviation JOBY ... 17 4.47 –1.24 ... 46.74 31.92 La-Z-Boy LZB 2.0 11 32.72 –2.90 .165
11.40 9.93 GOAcquisitionUn GOAC.UT ... ... 10.02 –0.02 ... 142.11 48.90 Haemonetic HAE ... 81 49.06 –3.63 ... 10.30 10.00 InfiniteAcqnUn NFNT.UT ... ... 10.06 –0.06 ... 5.89 0.96 JobyAviationWt JOBY.WT ... ... .97 –0.30 ... 317.17 212.85 LabCorp.ofAmerica LH ... 10 271.57 –4.51 ...
2.11 0.43 GoAcqnWt GOAC.WT ... ... .46 –0.14 ... 19.97 9.61 Hagerty HGTY ... dd 14.55 –0.45 ... 0.70 0.54 InfiniteAcqnWt NFNT.WT ... ... .55 ... ... 177.56 115.61 JohnBeanTech JBT .3 38 137.44 –11.92 .10 12.65 9.47 LadderCapital LADR 6.9 88 11.63 –0.63 .20
11.43 5.14 GOL Linhas GOL ... dd 6.18 +0.01 ... 6.88 0.54 HagertyWt HGTY.WT ... ... 4.56 –0.13 ... 9.92 9.85 InFinTAcqnA IFIN ... ... 9.91 ... ... 179.92 151.47 J&J JNJ 2.6 25 164.87 –2.97 1.06 86.41 50.22 LambWeston LW 1.5 49 64.81 –4.12 .245
10.20 9.79 GSquaredII GSQB.UT ... ... 9.99 +0.04 ... 29.20 17.23 Halliburton HAL .7 62 27.54 –1.20 .045 10.10 10.00 InFinTAcqnUn IFIN.UT ... ... 10.03 –0.02 ... 81.77 48.11 JohnsonControls JCI 1.9 32 72.72 –3.84 .34 10.70 1.43 Lannett LCI ... dd 1.45 –0.15 ...
9.95 9.64 GSquaredIIA GSQB ... ... 9.76 –0.07 ... 26.00 12.16 HamiltonBeach HBB 3.1 6 12.85 –0.51 .10 0.55 0.28 InFinTAcqnWt IFIN.WT ... ... .29 –0.06 ... 275.77 145.09 JonesLang JLL ... 16 245.77 –8.91 ... 99.26 22.62 LaredoPetrol LPI ... dd 63.67 –11.45 ...
0.92 0.47 GSquaredIIWt GSQB.WT ... ... .47 –0.18 ... 22.82 14.84 Hanesbrands HBI 3.8 dd 15.73 –1.06 .15 40.13 25.13 Informatica INFA ... dd 25.68 –3.81 ... 69.89 8.12 JumiaTech JMIA ... dd 8.13 –1.70 ... 66.77 33.75 LasVegasSands LVS ... dd 43.75 +0.76 ...
11.32 9.71 G Squared I GSQD.UT ... ... 10.00 –0.07 ... 26.69 16.16 Hanger HNGR ... 16 17.69 –1.14 ... 26.39 16.88 Infosys INFY 1.4 34 23.41 –2.79 .2012 10.28 10.08 JuniperII JUN.UT ... ... 10.15 –0.02 ... 53.00 38.68 Lazard LAZ 4.5 10 41.84 –2.50 .47
10.02 9.07 GSquaredI A GSQD ... dd 9.89 –0.01 ... 69.07 36.80 HannonArmstrong HASI 3.6 37 38.78 –7.41 .35 62.64 40.64 IngersollRand IR .1 37 57.27 –2.09 .02 10.12 9.72 JuniperII A JUN ... ... 9.87 –0.03 ... 204.91 144.78 Lear LEA 1.0 19 170.58 –20.47 .77
1.45 0.60 GSquaredI Wt GSQD.WT ... ... .60 –0.20 ... 143.20 111.09 HanoverIns THG 2.3 12 133.14 –5.94 .75 89.55 63.43 Ingevity NGVT ... 20 68.64 –5.33 ... 0.85 0.55 JuniperII Wt JUN.WT ... ... .65 –0.05 ... 10.25 9.69 LearnCW LCW.UT ... ... 10.04 +0.07 ...
105.92 48.38 GXO Logistics GXO ... 77 84.62 –6.68 ... 52.06 31.20 HarleyDavidson HOG 1.8 10 33.44 –4.74 .15 101.89 73.82 Ingredion INGR 2.7 40 97.69 –3.32 .65 36.03 23.12 JuniperNetworks JNPR 2.4 72 32.87 –1.77 .20 10.18 9.61 LearnCWInvtA LCW ... ... 9.72 –0.09 ...
171.21 112.92 Gallagher AJG 1.2 33 154.17 –3.53 .48 5.76 3.00 HarmonyGold HMY 1.9 8 4.08 +0.36 .0184 288.02 160.91 InnovativeIndProp IIPR 3.2 44 188.10 –21.78 1.50 4.97 0.73 JupaiHoldings JP ... dd .78 –0.06 ... 0.62 0.48 LearnCWInvtWt LCW.WT ... ... .59 +0.02 ...
483.00 38.50 GameStop GME ... dd 106.36 –10.29 ... 23.73 13.29 Harsco HSC ... 87 15.93 –1.46 ... 10.36 5.55 Innovid CTV ... ... 6.39 –0.45 ... 59.16 37.05 Leggett&Platt LEG 4.3 13 39.03 –2.45 .42
7.05
149.05
3.66
1.55
Gannett
GaotuTechedu
GCI
GOTU
...
...
dd
dd
5.00
2.25
–0.30
+0.44
...
...
78.17
52.84
47.47
27.07
HartfordFinl
HavertyFurn
HIG
HVT
2.2
3.6
12
6
69.32
28.14
–3.13
–2.17
.385
2.00
1.92
10.27
0.70
9.83
InnovidWt
InsightAcqn
CTV.WT
INAQ.UT
...
...
...
...
1.00
9.94
–0.10
–0.04
...
... K 113.75
3.97
82.75
0.74
Leidos
LejuHoldings
LDOS
LEJU
1.6
...
17
...
92.18
.76
–1.89
–0.06
.36
...
37.63 15.65 Gap GPS 3.0 12 15.86 –2.41 .12 51.91 27.73 HavertyFurn A HVT.A 3.2 6 28.75 –1.97 1.90 10.00 9.70 InsightAcqnA INAQ ... ... 9.74 ... ... 182.90 29.01 Lemonade LMND ... dd 29.21 –6.01 ...
178.81 113.59 Garmin GRMN 2.2 21 121.44 –10.94 .67 45.97 32.96 HawaiianElec HE 3.2 19 42.12 +0.04 .34 0.75 0.45 InsightAcqnWt INAQ.WT ... ... .46 –0.01 ... 20.06 13.55 KAR Auction KAR ... dd 14.63 –1.70 ... 49.21 9.50 LendingClub LC ... dd 20.91 –3.20 ...
369.00 149.74 Gartner IT ... 34 275.08 –10.93 ... 10.00 9.83 HawksAcqn HWKZ.UT ... ... 9.88 –0.07 ... 129.32 75.24 Insperity NSP 1.7 34 104.74 –2.07 2.00 53.67 36.26 KB Fin KB 3.7 5 50.33 –2.40 .6391 117.54 77.86 Lennar A LEN 1.6 7 95.31 –12.85 .375
5.94 2.46 GasLogPartners GLOP .9 3 4.26 –0.34 .01 10.23 9.65 HawksAcqnA HWKZ ... ... 9.74 –0.02 ... 286.29 159.18 InspireMedical INSP ... dd 206.68 –30.86 ... 52.48 38.05 KB Home KBH 1.5 7 40.58 –8.46 .15 96.42 62.54 Lennar B LEN.B 1.9 6 79.85 –9.84 .375
18.94 14.06 GatesIndustrial GTES ... 18 15.59 –1.00 ... 0.65 0.33 HawksAcqnWt HWKZ.WT ... ... .34 –0.07 ... 141.43 99.36 InstalledBldg IBP 1.1 27 108.05 –10.76 .30 49.99 28.43 KBR KBR 1.0 dd 45.31 –2.54 .11 356.36 268.74 LennoxIntl LII 1.3 22 280.46 –10.96 .92
24.00 9.17 GatosSilver GATO ... dd 10.30 +0.25 ... 28.65 15.61 Hayward HAYW ... 92 21.13 –1.02 ... 46.50 25.00 InsteelInds IIIN .3 10 39.80 –0.85 2.00 76.92 15.15 KE Holdings BEKE ... cc 21.74 +0.74 ... 10.79 9.83 LeoHoldingsII LHC.UT ... ... 9.85 –0.12 ...
12.23 4.53 Gelesis GLS ... dd 5.41 –1.12 ... 33.77 28.73 HealthcareRealty HR 4.0 cc 30.50 –0.96 .3025 29.59 18.52 Instructure INST ... dd 21.12 +0.14 ... 10.22 9.90 KKR Acqn I KAHC.UT ... ... 9.97 –0.05 ... 10.54 9.50 LeoHldgsII A LHC ... cc 9.74 ... ...
1.80 0.26 GelesisWt GLS.WT ... ... .26 –0.22 ... 34.83 26.11 HealthcareAmer HTA 4.1 64 31.57 –1.21 .325 101.61 73.32 IntegerHoldings ITGR ... 30 79.76 –4.70 ... 10.03 9.65 KKRAcqnI A KAHC ... ... 9.79 ... ... 1.60 0.47 LeoHldgsII Wt LHC.WT ... ... .54 –0.18 ...
22.00 7.35 GencoShipping GNK 4.2 25 14.33 –2.12 .15 37.69 28.86 HealthpeakProp PEAK 3.4 31 35.04 –1.04 .30 10.15 9.94 IntegratedRail IRRX.UT ... ... 10.06 +0.01 ... 1.53 0.77 KKRAcqnI Wt KAHC.WT ... ... .80 –0.19 ... 30.84 19.25 LeviStrauss LEVI 1.2 19 21.35 –1.75 .08
524.31 243.21 Generac GNRC ... 33 271.16 –35.12 ... 10.01 9.95 HeartlandMediaAcqn HMA.UT ... ... 10.00 ... ... 9.89 9.80 IntegratedRailA IRRX ... ... 9.87 +0.02 ... 83.90 37.49 KKR KKR .9 7 65.82 –3.58 .145 15.74 7.54 Li-Cycle LICY ... dd 7.65 –1.44 ...
214.70 146.53 GeneralDynamics GD 2.3 18 206.54 –6.56 1.19 9.44 4.50 HeclaMining HL .3 cc 5.33 +0.25 .0112 0.50 0.37 IntegratedRailWt IRRX.WT ... ... .40 –0.02 ... 23.42 17.10 KKR RealEstFin KREF 8.1 10 21.32 –0.86 .43 4.67 1.40 Li-CycleWt LICY.WT ... ... 1.92 –0.37 ...
116.17 85.12 GeneralElec GE .3 22 96.30 –6.86 .08 152.49 115.57 Heico HEI .1 66 145.75 –6.62 .09 10.18 10.03 IntegratedWellness WEL.UT ... ... 10.05 –0.01 ... 11.24 5.90 KoreGroup KORE ... dd 6.10 –0.60 ... 17.78 8.50 LibertyOilfield LBRT ... dd 11.37 –1.08 ...
69.95 54.31 GeneralMills GIS 3.0 19 69.03 –0.87 .51 139.65 104.11 Heico A HEI.A .1 56 122.57 –7.39 .09 9.89 9.80 IntegratedWellA WEL ... ... 9.89 ... ... 2.25 0.67 KoreGroupWt KORE.WT ... ... .82 –0.13 ... 154.45 79.78 LifeStorage LSI 3.0 47 134.16 –4.64 1.00
67.21 47.07 GeneralMotors GM ... 7 53.28 –7.82 ... 16.35 3.39 Heliogen HLGN ... dd 3.60 –1.16 ... 0.45 0.33 IntegratedWellWt WEL.WT ... ... .36 ... ... 15.35 10.41 KT KT 3.9 7 13.14 –0.10 .5639 23.37 15.25 LifeTime LTH ... dd 15.26 –2.19 ...
9.94 9.85 GenerationAsiaI GAQ.UT ... ... 9.94 +0.06 ... 2.28 0.59 HeliogenWt HLGN.WT ... ... .62 –0.15 ... 139.79 108.95 ICE ICE 1.1 23 125.64 –0.96 .33 240.47 129.55 Kadant KAI .5 32 208.75 –1.84 .25 5.69 0.87 LightInTheBox LITB ... 94 1.15 +0.13 ...
73.72 35.48 Genesco GCO ... 6 58.89 –3.47 ... 114.89 53.53 HeliosTech HLIO .5 29 78.75 –9.25 .09 75.20 58.74 InterContinentl IHG ... dd 66.82 –0.97 ... 20.76 8.00 Kaleyra KLR ... dd 8.98 –0.80 ... 16.29 4.63 Lightng eMotors ZEV ... dd 4.64 –1.55 ...
50 BARRON’S January 24, 2022

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.
5.00 0.85 LightningWt ZEV.WT ... ... .93 –0.18 ... 14.87 9.25 MemberCollect MCG ... dd 9.39 –0.75 ... 6.12 3.06 NexTierOilfield NEX ... dd 5.06 –0.94 ... 10.60 9.63 PMV Consumer PMVC ... 48 9.81 –0.01 ... 67.62 53.77 PublicServiceEnt PEG 3.1 dd 65.44 +0.19 .51
130.02 29.80 Lightspeed LSPD ... dd 29.99 –6.57 ... 91.40 68.38 Merck MRK 3.5 28 79.98 –1.40 .65 28.42 18.75 NielsenHoldings NLSN 1.3 27 18.86 –1.65 .06 1.60 0.47 PMV Consumer Wt PMVC.WT ... ... .47 –0.13 ... 377.36 221.58 PublicStorage PSA 2.3 42 353.35 –8.44 2.00
283.90 178.58 EliLilly LLY 1.6 37 243.06 –1.06 .98 67.88 50.37 MercuryGeneral MCY 4.9 8 52.09 –3.08 .635 179.10 125.44 Nike NKE .9 37 142.95 –5.23 .305 228.14 141.60 PNC Fin PNC 2.5 16 200.96 –21.24 1.25 63.91 42.31 PulteGroup PHM 1.2 8 51.51 –5.58 .15
77.57 44.59 LincolnNational LNC 2.7 10 67.84 –6.48 .45 29.00 16.60 MeridianLink MLNK ... dd 16.76 –1.53 ... 4.04 0.79 NineEnergy NINE ... dd 1.09 –0.11 ... 50.11 43.84 PNM Resources PNM 2.9 20 45.32 –0.87 .3275 35.09 16.79 PureStorage PSTG ... dd 24.73 –2.86 ...
352.18 240.80 Linde LIN 1.3 46 316.12 –12.51 1.06 125.01 79.00 MeritageHomes MTH ... 6 99.51 –15.78 ... 28.44 21.09 NiSource NI 3.2 25 27.53 –0.80 .22 92.19 54.40 POSCO PKX 5.1 4 57.92 –4.57 .9327 9.17 0.25 Puxin NEW ... dd .25 –0.05 ...
179.27 130.27 Lindsay LNN 1.0 33 130.41 –9.73 .33 33.56 20.50 Meritor MTOR ... 9 23.79 –3.41 ... 113.00 101.47 NiSourceUn NIMC 5.8 ... 110.03 –2.80 1.9375 182.97 132.10 PPG Ind PPG 1.5 26 154.74 –10.26 .59 10.25 10.08 PyrophyteAcqn PHYT.UT ... ... 10.12 –0.02 ...
28.95 8.02 LionElectric LEV ... dd 8.02 –1.82 ... 9.50 4.04 MesaRoyalty MTR 3.6 27 8.00 +0.91 .1298 52.77 27.48 NoahHoldings NOAH ... dd 30.67 +1.57 ... 30.72 26.15 PPL PPL 5.6 80 29.66 –0.31 .415 10.41 9.85 PyrophyteAcqn PHYT ... ... 9.91 –0.05 ...
10.51 2.20 LionElectricWt LEV.WT ... ... 2.27 –0.47 ... 39.61 20.22 MesabiTrust MSB 13.0 7 31.86 –0.14 1.75 29.06 20.34 Noble NE ... dd 24.32 –1.80 ... 57.65 37.68 ProgHoldings PRG ... 10 37.91 –4.40 ... 0.70 0.49 PyrophyteAcqnWt PHYT.WT ... ... .50 ... ...
21.42 11.57 LionsGate A LGF.A ... dd 16.39 –1.95 ... 11.00 9.71 MetalsAcqn MTAL.UT ... ... 9.91 –0.07 ... 9.79 3.75 Nokia NOK ... dd 5.51 –0.42 ... 10.30 9.95 PROOFAcqnIUn PACI.UT ... ... 10.02 +0.01 ... 12.13 8.05 PzenaInvtMgmt PZN 1.3 10 9.41 –0.68 .03
18.77 10.53 LionsGate B LGF.B ... dd 15.27 –1.46 ... 10.00 9.62 MetalsAcqn MTAL ... ... 9.70 ... ... 31.85 23.18 NomadFoods NOMD ... 19 26.05 –0.49 ... ... ... ProofAcqnIWt PACI.WT ... ... .42 ... ... 148.56 61.19 Q2Holdings QTWO ... dd 63.44 –2.43 ...
417.98 274.03 LithiaMotors LAD .5 9 289.12 –17.86 .35 1.04 0.54 MetalsAcqnWt MTAL.WT ... ... .54 –0.06 ... 10.00 5.56 NomadRoyalty NSR 2.3 32 6.82 –0.35 .0399 ... ... ProofAcqnIA PACI ... ... 9.80 +8.06 ... 59.00 45.58 Qiagen QGEN ... 19 48.69 +0.21 ...
41.56 11.84 LithiumAmericas LAC ... dd 25.06 –5.40 ... 50.20 37.51 MethodeElec MEI 1.2 14 44.94 –4.07 .14 6.72 4.10 NomuraHoldings NMR 4.0 dd 4.50 –0.19 .0865 50.90 23.08 PROS PRO ... dd 26.43 –2.77 ... 6.36 2.95 QuadGraphics QUAD ... dd 4.48 –0.17 ...
127.75 65.88 LiveNationEnt LYV ... dd 109.74 –5.07 ... 69.16 47.69 MetLife MET 2.9 11 65.61 –2.76 .48 4.05 1.54 NordicAmTankers NAT 3.9 dd 1.54 –0.18 .01 189.23 133.79 PSBusinessParks PSB 2.5 30 165.70 –8.95 1.05 301.99 205.04 QuakerHoughton KWR .8 24 205.23 –10.80 .415
10.00 9.55 LiveOakCrestA LOCC ... ... 9.69 +0.02 ... 115.78 38.24 MetropolitanBk MCB ... 17 102.45 –7.84 ... 46.45 18.95 Nordstrom JWN ... cc 20.00 –2.26 ... 17.14 6.64 P10 PX ... 29 12.25 –1.05 ... 29.02 20.32 QuanexBldg NX 1.4 13 22.11 –1.90 .08
10.30 9.81 LiveOakCrestview LOCC.UT ... ... 10.08 –0.03 ... 1714.75 1033.40 MettlerToledo MTD ... 46 1458.34 –54.42 ... 299.20 230.15 NorfolkSouthern NSC 1.5 24 276.42 –11.86 1.09 125.42 78.76 PVH PVH .2 14 96.20 –6.50 .0375 124.69 69.84 QuantaServices PWR .3 26 98.27 –8.37 .07
2.00 0.62 LiveOakCrestWt LOCC.WT ... ... 1.04 –0.32 ... 8.19 4.32 MicroFocus MFGP 3.5 dd 5.82 –0.16 .088 17.79 8.96 NorthAmConstr NOA .9 12 14.27 –1.25 .0324 156.54 124.78 PackagingCpAm PKG 3.0 17 134.52 –2.79 1.00 10.22 9.50 QuantumFin QFTA ... dd 9.85 –0.03 ...
10.53 9.83 LiveOakMobility LOKM.UT ... ... 9.91 –0.09 ... 231.63 129.83 MidAmApt MAA 2.1 54 202.89 –12.22 1.0875 12.00 3.74 NoEuroOil NRT 4.5 24 10.49 –0.79 .14 58.36 29.00 PagerDuty PD ... dd 30.12 –0.88 ... 0.90 0.24 QuantumFinWt QFTA.WT ... ... .37 –0.04 ...
9.87 9.56 LiveOakMobilityA LOKM ... ... 9.72 –0.04 ... 47.57 31.51 MillerIndustries MLR 2.2 14 32.21 –2.07 .18 11.28 9.75 NorthernGenesisIII NGC.UT ... ... 9.94 +0.02 ... 62.83 20.65 PagSeguroDig PAGS ... 30 20.74 –1.71 ... 71.97 15.64 QuantumScape QS ... dd 15.72 –4.96 ...
1.75 0.73 LiveOakMobilWt LOKM.WT ... ... .73 –0.22 ... 88.62 61.59 MineralsTechs MTX .3 16 70.66 –3.13 .05 10.29 9.51 NorthernGenIII NGC ... ... 9.70 –0.02 ... 45.00 13.50 PalantirTech PLTR ... dd 13.53 –2.48 ... 3.82 0.81 Qudian QD ... 1 .95 –0.12 ...
33.04 14.73 Livent LTHM ... dd 21.91 –2.67 ... 16.66 7.94 MirionTech MIR ... dd 8.06 –1.13 ... 1.69 0.64 NorthernGenIII Wt NGC.WT ... ... .74 –0.09 ... 21.38 12.17 PampaEnergia PAM ... 4 18.58 –0.90 ... 174.16 113.36 QuestDiag DGX 1.8 8 137.72 –4.58 .62
85.12 38.50 LiveRamp RAMP ... dd 42.78 –2.04 ... 5.79 1.40 MirionTechWt MIR.WT ... ... 1.73 –0.38 ... 12.11 9.71 NorthernStarII NSTB.UT ... ... 9.80 ... ... 20.18 12.43 ParPacific PARR ... dd 14.64 –2.96 ... 17.93 5.09 QuotientTech QUOT ... dd 6.56 –0.49 ...
3.00 1.74 LloydsBanking LYG 2.5 8 2.74 –0.26 .037 10.28 9.72 MissionAdv MACC.UT ... ... 9.88 +0.02 ... 11.62 9.38 NorthernStrII A NSTB ... dd 9.71 ... ... 90.35 37.58 ParTechnology PAR ... dd 37.67 –6.43 ...
9.73
39.85
12.87
4.24
4.67
loanDepot
LocalBounti
LDI
LOCL
6.7
...
6
...
4.78
4.79
–0.12
–0.41
.08
...
10.00
0.98
9.60
0.44
MissionAdvA
MissionAdvWt
MACC
MACC.WT
...
...
37
...
9.69
.46
...
–0.02
...
...
3.35
10.19
0.47
9.65
NorthernStrII Wt
NorthernStrIII A
NSTB.WT
NSTC
...
...
...
dd
.48
9.69
–0.07
–0.02
...
...
10.05
10.71 9.94
ParabellumAcqn
ParabellumAcqn
PRBM
PRBM.UT
...
...
...
...
9.81
10.10
+0.04
–0.05
...
... R
2.00 0.48 LocalBountiWt LOCL.WT ... ... .62 –0.13 ... 24.49 15.67 MisterCarWash MCW ... dd 16.03 –1.06 ... 1.79 0.55 NorthernStrIII Wt NSTC.WT ... ... .55 –0.22 ... 0.65 0.34 ParabellumAcqnWt PRBM.WT ... ... .36 –0.08 ...
396.99 319.81 LockheedMartin LMT 3.0 17 371.20 –1.42 2.80 12.57 6.66 MistrasGroup MG ... 53 7.02 –0.15 ... 10.19 9.64 NorthernStrIV A NSTD ... ... 9.70 –0.01 ... 25.41 12.87 Paragon28 FNA ... ... 13.91 –2.44 ... 10.15 9.95 RCF Acqn RCFA.UT ... ... 10.12 –0.03 ...
61.93 45.11 Loews L .4 9 58.15 –3.48 .0625 6.30 4.53 MitsubishiUFJ MUFG 3.2 7 5.91 –0.36 .1115 2.00 0.71 NorthernStrIV Wt NSTD.WT ... ... .73 ... ... 11.65 7.79 ParamountGroup PGRE 3.2 dd 8.72 –0.75 .07 32.71 23.37 RELX RELX 2.2 33 30.40 +0.20 .1966
8.26 5.00 LomaNegra LOMA ... 10 5.74 –0.54 ... 16.79 10.49 MiXTelematics MIXT 1.8 18 11.35 –0.06 .0647 10.46 9.70 NorthernStarIII NSTC.UT ... ... 9.82 –0.09 ... 16.20 12.73 ParkAerospace PKE 3.1 35 12.99 –0.61 .10 43.85 26.05 RE/MAX RMAX 3.2 dd 28.81 –2.16 .23
10.58 9.76 LongviewII LGV.UT ... ... 9.86 –0.07 ... 3.21 2.33 MizuhoFin MFG 3.9 6 2.73 –0.11 .0574 10.20 9.70 NorthernStarIV NSTD.UT ... ... 9.81 –0.09 ... 24.67 15.77 ParkHotels PK ... dd 18.11 –1.33 ... 22.23 10.14 REV REVG 1.6 19 12.86 –1.26 .05
10.25 9.71 LongviewII A LGV ... dd 9.73 –0.07 ... 10.07 7.08 MobileTeleSys MBT 9.1 7 7.11 –0.58 .2903 408.97 282.88 NorthropGrum NOC 1.6 14 398.81 –4.64 1.57 334.98 247.41 ParkerHannifin PH 1.3 22 313.48 –13.45 1.03 744.56 391.29 RH RH ... 18 391.40 –56.06 ...
1.95 0.57 LongviewII Wt LGV.WT ... ... .58 –0.15 ... 48.20 25.83 ModelN MODN ... dd 26.07 –1.80 ... 56.75 41.71 NorthwestNat NWN 4.1 17 47.54 –2.28 .4825 45.01 30.55 Parsons PSN ... 60 31.54 –1.53 ... 117.84 95.53 RLI RLI 1.0 18 104.83 –5.27 2.00
79.77 38.01 LouisianaPacific LPX 1.1 5 64.18 –11.42 .18 18.54 9.26 ModineMfg MOD ... dd 9.65 –1.02 ... 34.49 17.78 NorwegCruise NCLH ... dd 20.06 –2.90 ... 11.06 4.76 PartyCity PRTY ... dd 4.99 –0.66 ... 17.51 11.92 RLJ Lodging RLJ .3 dd 13.91 –0.82 .01
263.31 150.84 Lowe's LOW 1.4 20 225.02 –18.38 .80 77.49 48.76 Moelis MC 4.4 9 54.00 –5.54 2.50 21.90 5.07 NouveauMonde NMG ... dd 7.45 –0.83 ... 558.97 302.44 PaycomSoftware PAYC ... cc 310.00 –23.99 ... 35.00 3.30 RLX Tech RLX ... 23 3.56 –0.14 ...
5.13 2.76 Luby's LUB .0 dd 2.84 –0.02 2.00 231.80 141.64 MohawkInds MHK ... 10 156.38 –14.39 ... 98.52 79.34 Novartis NVS ... 20 87.03 –3.52 ... 39.23 22.53 Paymentus PAY ... cc 24.91 –3.32 ... 7.43 3.33 RPC RES ... dd 5.42 –0.58 ...
18.30 4.60 LufaxHolding LU ... 5 4.75 –0.24 ... 328.11 199.81 MolinaHealthcare MOH ... 28 278.08 –8.02 ... 117.35 66.59 NovoNordisk NVO 1.1 30 95.36 –0.96 .5503 19.57 3.18 Paysafe PSFE ... dd 3.45 –0.31 ... 101.48 76.43 RPM RPM 1.8 25 88.31 –3.44 .40
16.60 10.92 LumenTech LUMN 8.3 dd 12.03 –0.31 .25 68.75 45.29 MolsonCoorsA TAP.A 2.4 dd 57.10 –1.40 .34 11.36 9.80 NovusCapII NXU.UT ... ... 10.22 –0.08 ... 6.15 0.52 PaysafeWt PSFE.WT ... ... .62 –0.08 ... 14.99 8.99 RPTRealty RPT 3.8 16 12.58 –1.04 .12
4.48 3.09 LumentFinance LFT 11.4 11 3.15 –0.18 .09 61.48 42.46 MolsonCoorsB TAP 2.8 dd 48.62 –3.07 .34 10.15 9.58 NovusCapII A NXU ... dd 9.92 –0.01 ... 19.83 2.61 PeabodyEnergy BTU ... dd 10.75 –2.69 ... 11.33 2.19 RR Donnelley RRD ... 13 11.02 –0.21 ...
0.17 0.09 LumentFinRt LFT.RT ... ... .10 –0.04 ... 12.90 2.64 MoneyLion ML ... 12 2.65 –0.35 ... 1.79 0.75 NovusCapII Wt NXU.WT ... ... .95 –0.16 ... 12.39 7.68 Pearson PSO 3.0 19 9.02 +0.52 .0861 5.91 1.56 RYBEducation RYB ... 4 1.74 –0.35 ...
23.91 15.32 Luxfer LXFR 3.0 15 16.85 –1.62 .125 3.37 0.42 MoneyLionWt ML.WT ... ... .43 –0.08 ... 12.24 7.32 NuHoldings NU ... dd 7.54 –0.58 ... 26.45 17.57 PebblebrookHotel PEB .2 dd 22.04 –1.92 .01 25.31 19.10 RadianGroup RDN 2.6 8 21.94 –1.65 .14
118.02 84.06 LyondellBasell LYB 4.8 5 94.15 –8.66 1.13 21.14 17.18 MonmouthRealEst MNR 3.5 46 20.85 –0.06 .18 63.85 39.40 NuSkinEnts NUS 3.0 11 50.56 –3.70 .38 10.50 9.94 PegasusDigital PGSS.UT ... ... 10.07 –0.03 ... 66.44 3.97 Rafael RFL ... dd 3.99 –0.98 ...
80.42 35.56 MontroseEnvl MEG ... dd 47.20 –7.05 ... 128.81 47.94 Nucor NUE 2.1 6 93.05 –17.77 .50 9.95 9.70 PegasusDigA PGSS ... ... 9.83 –0.02 ... 142.06 99.92 RalphLauren RL 2.5 20 108.50 –6.34 .6875
M 407.94
91.95
261.38
67.77
Moody's
Moog A
MCO
MOG.A
.7
1.3
31
16
341.87
77.02
–11.68
–4.67
.62
.25
20.73
77.35
13.53
49.10
NuSTAREnergy
Nutrien
NS
NTR
9.9
2.6
dd
18
16.13
70.82
–0.49
–1.16
.40
.46
0.70
34.73
0.44
25.38
PegasusDigWt
PembinaPipeline
PGSS.WT
PBA
...
6.2
...
dd
.56
31.02
–0.03
–1.20
...
.1647
26.48
12.35
8.21
4.22
RangeResources
RangerEnergySvcs
RRC
RNGR
...
...
dd
dd
17.62
10.63
–4.17
+0.19
...
...
91.82 68.48 Moog B MOG.B 1.3 16 79.81 –2.19 .25 15.23 5.30 NuvationBio NUVB ... dd 5.71 –0.30 ... 3.47 0.84 PA Reit PEI ... dd .96 –0.10 ... 42.97 15.00 Ranpak PACK ... dd 26.81 –5.41 ...
186.93 128.46 M&T Bank MTB 3.0 12 160.11 –25.23 1.20 106.47 66.85 MorganStanley MS 2.8 12 98.86 –0.02 .70 5.12 0.91 NuvationBioWt NUVB.WT ... ... 1.07 –0.01 ... 71.52 55.11 PennyMacFin PFSI 1.2 4 64.98 –3.92 .20 110.36 62.94 RaymondJames RJF 1.4 15 98.16 –10.28 .34
17.90 5.96 MBIA MBI ... dd 13.10 –2.77 ... 44.06 25.63 Mosaic MOS 1.1 8 39.31 –3.92 .1125 39.53 21.81 nVentElectric NVT 2.0 23 34.58 –2.41 .175 21.53 16.76 PennyMacMtg PMT 10.9 13 17.20 –1.11 .47 11.30 4.98 RayonierAdvMatls RYAM ... 5 6.47 –0.13 ...
63.86 45.58 MDC Holdings MDC 4.1 6 48.79 –6.17 .50 11.86 9.84 MotiveCapital MOTV.UT ... ... 10.20 +0.02 ... 114.34 59.45 PenskeAuto PAG 1.8 7 98.83 –5.57 .46 41.09 30.27 Rayonier RYN 3.0 33 36.18 –3.12 .27
10.48 9.73 MDH Acqn MDH.UT ... ... 9.94 –0.01 ...
O
10.87 9.61 MotiveCapA MOTV ... dd 9.90 ... ... 80.40 53.15 Pentair PNR 1.3 21 64.34 –1.77 .21 92.48 65.02 RaytheonTech RTX 2.3 40 87.21 –5.12 .51
9.93 9.60 MDH Acqn A MDH ... 86 9.79 –0.01 ... 3.24 0.65 MotiveCapWt MOTV.WT ... ... .85 –0.05 ... 320.00 217.00 Penumbra PEN ... cc 218.30 –19.28 ... 16.78 11.28 ReadyCapital RC 12.0 7 14.05 –1.45 .42
1.01 0.37 MDH Acqn Wt MDH.WT ... ... .39 –0.01 ... 10.03 9.93 MotiveCapII MTVC.UT ... ... 9.95 –0.01 ... 59.89 38.82 PerformanceFood PFGC ... cc 43.38 –4.69 ... 21.03 12.89 Realogy RLGY ... 6 15.84 –1.13 ...
35.02 25.91 MDU Rscs MDU 3.0 14 28.99 –1.47 .2175 273.65 167.07 MotorolaSol MSI 1.3 33 237.19 –13.94 .79 30.93 16.00 OFGBancorp OFG 1.8 10 27.04 –3.50 .12 10.23 9.75 PeridotAcqnII PDOT.UT ... ... 9.85 –0.03 ... 72.55 56.43 RealtyIncome O 4.4 53 67.92 –3.58 .236
4.90 3.61 MFA Financial MFA 10.0 7 4.40 –0.22 .11 48.66 19.45 Movado MOV 2.8 9 35.60 –3.28 .25 38.57 29.18 OGE Energy OGE 4.4 16 37.31 –0.69 .41 10.60 9.61 PeridotAcqnIIA PDOT ... ... 9.71 –0.01 ... 12.84 9.81 RedBallAcqn RBAC.UT ... ... 10.16 –0.18 ...
16.85 11.56 MGIC Investment MTG 2.1 9 15.03 –1.43 .08 63.07 34.06 MuellerIndustries MLI 1.0 8 53.50 –4.59 .13 19.46 10.64 O-I Glass OI ... 29 13.26 –1.02 ... 1.65 0.51 PeridotII Wt PDOT.WT ... ... .56 –0.07 ... 11.91 9.69 RedBallAcqnA RBAC ... 43 9.91 ... ...
43.19 29.93 MGMGrowthProp MGP 5.7 27 36.87 –1.75 .525 17.37 11.77 MuellerWater MWA 1.8 29 12.96 –0.38 .058 81.90 62.52 ONE Gas OGS 3.2 20 77.32 –3.11 .62 15.14 10.63 PerimeterSolns PRM ... ... 12.87 –0.48 ... 2.84 0.68 RedBallAcqnWt RBAC.WT ... ... .78 –0.21 ...
51.17 27.81 MGM Resorts MGM .0 31 40.96 –3.51 .0025 9.69 3.48 MultiPlan MPLN ... dd 3.97 ... ... 66.78 38.90 ONEOK OKE 6.4 18 58.53 –4.08 .935 27.24 24.25 PeriphasCap PCPC.UT ... ... 24.72 +0.07 ... 16.98 5.22 Redwire RDW ... dd 5.29 –0.66 ...
74.85 46.23 MI Homes MHO ... 4 51.20 –7.49 ... 2.34 0.78 MultiPlanWt MPLN.WT ... ... 1.11 –0.09 ... 81.98 15.07 ON24 ONTF ... dd 15.76 –0.88 ... 26.49 23.35 PeriphasCapA PCPC ... cc 24.35 +0.04 ... 7.88 0.95 RedwireWt RDW.WT ... ... 1.37 –0.16 ...
35.21 9.25 MinisoGroup MNSO ... 48 9.83 +0.28 ... 32.91 11.66 MurphyOil MUR 1.7 dd 29.47 –2.40 .125 66.31 17.39 OakStreetHealth OSH ... dd 17.48 –4.52 ... 5.50 1.29 PeriphasCapWt PCPC.WT ... ... 1.29 –0.20 ... 14.17 8.48 RedwoodTrust RWT 6.7 5 11.72 –1.03 .23
3.50 0.33 MOGU MOGU ... dd .34 –0.03 ... 202.20 119.47 MurphyUSA MUSA .6 15 189.00 –3.32 .29 12.51 9.79 OaktreeAcqnII OACB.UT ... ... 10.09 –0.06 ... 203.16 119.95 PerkinElmer PKI .2 17 174.88 –3.59 .07 176.91 122.47 RegalRexnord RRX .8 25 161.82 –9.59 .33
32.26 21.66 MPLX MPLX 9.0 12 31.19 –0.32 .575 11.50 9.80 MusicAcqn TMAC.UT ... ... 9.90 –0.13 ... 11.28 9.55 OaktreeAcqnII A OACB ... dd 9.92 –0.04 ... 14.69 3.30 PermianBasin PBT 1.8 65 12.93 –0.19 .0246 67.60 26.61 RegionalMgmt RM 2.0 7 50.84 –3.59 .25
53.03 23.18 MP Materials MP ... 60 39.33 –7.50 ... 9.95 9.60 MusicAcqnA TMAC ... cc 9.73 +0.01 ... 2.70 0.79 OaktreeAcqnIIWt OACB.WT ... ... .82 –0.02 ... 2.39 1.00 PermianvilleRT PVL 7.9 cc 2.16 –0.08 .023 25.53 16.89 RegionsFin RF 3.1 9 22.10 –3.31 .17
12.21 6.38 MRC Global MRC ... dd 7.52 –0.68 ... 1.01 0.40 MusicAcqnWt TMAC.WT ... ... .41 –0.18 ... 37.00 19.46 OccidentalPetrol OXY .1 dd 33.75 –1.76 .01 8.36 3.02 PermRock PRT 7.2 16 7.65 +0.14 .0699 14.39 1.32 Regis RGS ... dd 1.35 –0.13 ...
172.84 136.91 MSA Safety MSA 1.3 59 137.99 –8.61 .44 23.98 18.14 MyersIndustries MYE 3.0 23 18.20 –1.03 .135 17.75 8.05 OccidentalPetrolWt OXY.WT ... ... 15.57 –0.93 ... 50.90 35.34 Perrigo PRGO 2.5 dd 38.84 –0.89 .24 134.93 94.32 ReinsGrp RGA 2.7 13 109.73 –9.15 .73
679.85 380.00 MSCI MSCI .8 61 500.82 –25.92 1.04 27.43 13.14 MyovantSciences MYOV ... dd 13.50 –1.85 ... 18.20 8.27 OceaneeringIntl OII ... dd 12.35 –1.45 ... 34.10 19.54 PershingSquare PSTH ... 20 19.84 –0.08 ... 181.21 114.26 RelianceSteel RS 1.8 9 150.84 –15.49 .6875
96.23 77.47 MSC Industrial MSM 3.6 19 82.64 –2.75 .75 41.92 22.34 OcwenFinancial OCN ... 30 37.74 –2.93 ... 17.80 0.73 PershingSquWt PSTH.WT ... ... 1.20 –0.22 ... 175.12 137.66 RenaissanceRe RNR .9 dd 165.82 –5.50 .36
3.60 1.7891 24.03
N
10.83 9.75 M3-BrigadeII MBAC.UT ... ... 10.23 –0.07 ... 20.97 Offerpad OPAD ... dd 3.62 –0.75 ... 54.50 30.30 PetroChina PTR 6.0 10 49.64 –1.00 26.30 RenaissancePfdG RNR.PRG 4.4 ... 24.09 –0.25 .2625
10.39 9.56 M3-Brigade II A MBAC ... dd 9.96 +0.01 ... 4.04 0.40 OfferpadWt OPAD.WT ... ... .42 –0.14 ... 12.93 7.06 PetroleoBrasil PBR 15.5 3 12.67 +0.06 .381 35.77 4.84 ReneSola SOL ... 33 5.56 –0.75 ...
1.79 0.62 M3-BrigadeIIWt MBAC.WT ... ... .84 –0.17 ... 38.45 29.64 OilDriAmerica ODC 3.2 32 34.08 –0.41 .27 12.07 7.10 PetroleoBrasilA PBR.A 16.9 3 11.62 +0.19 .381 28.38 5.51 Renren RENN ... ... 21.74 +2.26 ...
10.25 9.90 M3-BrigadeIII MBSC.UT ... ... 10.08 ... ... 44.00 20.05 NACCO Inds NC 2.3 7 33.97 –1.11 .1975 9.49 4.42 OilStatesIntl OIS ... dd 5.90 –0.71 ... 61.71 33.36 Pfizer PFE 3.0 16 52.79 –2.16 .40 145.98 88.62 RepublicSvcs RSG 1.4 34 127.99 –1.87 .46
10.03 9.65 M3-BrigadeIII A MBSC ... ... 9.90 –0.03 ... 16.00 9.86 N-able NABL ... dd 9.98 –0.18 ... 26.69 17.94 OldRepublic ORI 3.6 5 24.25 –1.82 .22 106.51 78.34 PhilipMorris PM 4.9 18 102.92 –0.46 1.25 33.25 22.44 ResideoTech REZI ... 15 24.29 –1.88 ...
0.74 0.45 M3-BrigadeIIIWt MBSC.WT ... ... .48 –0.06 ... 50.00 31.32 NCR NCR ... dd 39.21 –3.54 ... 64.76 22.76 Olin OLN 1.7 8 48.14 –7.33 .20 94.34 63.19 Phillips66 PSX 4.4 dd 83.44 –5.14 .92 301.34 179.37 ResMed RMD .7 69 235.16 –17.00 .42
10.25 3.58 MV Oil MVO 14.7 12 8.77 –0.34 .41 3.21 1.38 NGL Energy NGL ... dd 2.19 –0.01 ... 49.00 14.80 Olo OLO ... dd 15.09 –2.19 ... 44.96 24.21 Phillips66Ptrs PSXP 8.3 19 41.99 –2.39 .875 17.65 7.56 ResoluteForest RFP .0 3 13.26 –2.79 1.00
36.00 17.29 Mytheresa MYTE ... dd 18.50 +0.52 ... 64.60 27.22 NIO NIO ... dd 27.35 –3.60 ... 39.31 27.06 OmegaHealthcare OHI 8.8 17 30.39 –1.24 .67 2.83 0.71 PhoenixNewMedia FENG ... 1 .74 –0.08 ... 71.12 54.18 RestaurantBrands QSR 3.8 23 55.39 –1.80 .53
25.99 11.04 Macerich MAC 3.7 dd 16.26 –1.52 .15 8.50 4.46 NL Industries NL ... 8 6.50 –0.68 ... 12.01 9.91 Omnichannel OCA.UT ... ... 10.24 –0.01 ... 81.59 29.36 Phreesia PHR ... dd 30.85 –4.70 ... 28.47 3.03 RetailValue RVI .0 dd 3.15 –3.28 3.27
40.85 3.53 MacquarieInfr MIC ... dd 3.57 –0.06 ... 18.02 11.46 NOV NOV 1.3 dd 15.43 –1.09 .05 11.06 9.60 OmnichannelA OCA ... dd 9.95 –0.02 ... 19.59 16.92 PhysiciansRealty DOC 5.1 52 17.97 –0.81 .23 19.00 9.01 Revlon REV ... dd 9.24 –1.10 ...
37.95 12.00 Macy's M 2.6 9 22.94 –3.11 .15 11.98 6.83 NOW DNOW ... dd 8.79 –0.91 ... 2.28 0.50 OmnichannelWt OCA.WT ... ... .50 –0.10 ... 20.35 15.15 PiedmontOfficeA PDM 4.7 42 17.91 –1.49 .21 89.60 31.38 Revolve RVLV ... 34 41.04 –5.53 ...
121.42 60.26 MSG Entertainment MSGE ... dd 69.65 –4.73 ... 46.10 31.94 NRG Energy NRG 3.3 4 39.19 –1.70 .325 86.38 61.46 Omnicom OMC 3.7 12 75.60 –4.00 .70 14.39 9.83 PineIslandAcqn PIPP.UT ... ... 10.04 –0.11 ... 116.86 72.06 RexAmerRes REX ... 17 96.75 –9.19 ...
207.09 152.42 MSG Sports MSGS ... dd 163.47 –3.93 ... 5982.45 4330.00 NVR NVR ... 17 5154.98 –563.02 ... 55.87 24.04 OnHolding ONON ... cc 25.75 –2.28 ... 13.30 9.68 PineIslandA PIPP ... 38 9.80 –0.07 ... 81.68 45.90 RexfordIndlRealty REXR 1.3 cc 72.49 –1.55 .24
53.85 39.93 MagellanMid MMP 8.7 11 47.51 –2.12 1.0375 10.00 9.86 NaborsEnerA NETC ... ... 9.90 –0.10 ... 36.60 19.46 OneLiberty OLP 5.9 18 30.42 –3.16 .45 3.98 0.71 PineIslandWt PIPP.WT ... ... .76 –0.12 ... 16.36 9.78 RibbitLeapA LEAP ... 29 9.86 –0.10 ...
104.28 69.28 MagnaIntl MGA 2.2 13 78.29 –10.74 .43 10.26 10.07 NaborsEnerTransUn NETC.UT ... ... 10.11 –0.07 ... 23.77 2.02 OneConnectFinTech OCFT ... dd 2.15 –0.20 ... 37.23 19.38 PingIdentity PING ... dd 19.56 –0.85 ... 17.00 9.94 RibbitLeapUn LEAP.UT ... ... 10.02 –0.12 ...
26.98 16.77 Magnachip MX ... 12 18.00 –1.95 ... 0.75 0.44 NaborsEnerWt NETC.WT ... ... .44 –0.10 ... 63.19 44.45 OneMain OMF 5.5 5 50.92 –3.82 .70 88.54 62.78 PinnacleWest PNW 4.8 14 70.69 –1.58 .85 5.51 0.74 RibbitLeapWt LEAP.WT ... ... .82 –0.12 ...
22.84 8.40 MagnoliaOil MGY .8 12 19.85 –2.38 .08 133.61 55.01 NaborsIndustries NBR ... dd 99.01 –16.01 ... 4.58 0.10 OneSmartIntl ONE ... dd .16 –0.03 ... 89.90 29.19 Pinterest PINS ... 59 29.45 –3.38 ... 11.04 10.00 RiceAcqnII RONI.UT ... ... 10.20 –0.09 ...
10.62 9.73 MagnumOpus OPA.UT ... ... 10.40 –0.05 ... 37.88 6.75 NamTaiProperty NTP ... 8 8.64 –0.80 ... 11.71 2.01 OnionGlobal OG ... ... 2.01 –0.27 ... 222.04 115.15 PioneerNatRscs PXD 1.1 37 206.91 –8.79 .62 10.75 9.69 RiceAcqnII A RONI ... ... 9.84 –0.06 ...
10.17 9.56 MagnumOpusA OPA ... ... 9.92 +0.02 ... 47.93 33.10 NatlBankHoldings NBHC 2.0 15 44.74 –2.67 .22 106.09 52.17 OntoInnovation ONTO ... 38 89.47 –16.49 ... 193.60 90.84 PiperSandler PIPR 1.3 12 148.50 –18.89 3.00 1.87 1.10 RiceAcqnII Wt RONI.WT ... ... 1.15 –0.24 ...
1.63 0.47 MagnumOpusWt OPA.WT ... ... .91 –0.14 ... 65.95 39.80 NationalFuelGas NFG 3.1 15 59.13 –4.84 .455 24.89 13.32 Ooma OOMA ... dd 18.35 –0.96 ... 15.50 5.76 PitneyBowes PBI 3.5 60 5.78 –0.82 .05 10.20 10.02 RigelResource RRAC.UT ... ... 10.11 –0.01 ...
47.13 31.32 MainStreetCap MAIN 6.1 9 42.41 –1.68 .215 74.71 55.89 NationalGrid NGG 4.6 25 73.58 –0.07 1.1573 55.75 29.99 Oppenheimer A OPY 1.4 3 41.65 –4.83 .15 10.84 9.69 PivotalInvIII PICC.UT ... ... 9.85 –0.03 ... 10.46 9.75 RigelResourceA RRAC ... ... 9.88 –0.02 ...
20.86 13.36 ManchesterUnited MANU 1.3 dd 13.51 –0.66 .09 78.56 50.88 NatlHealthInv NHI 6.1 19 58.75 –1.84 .90 11.60 4.11 OppFi OPFI ... 5 4.38 –1.28 ... 10.25 9.61 PivotalInvtIII A PICC ... 85 9.70 –0.03 ... 1.25 0.46 RigelResourceWt RRAC.WT ... ... .47 –0.10 ...
28.33 12.61 Manitowoc MTW ... 38 17.38 –2.07 ... 117.87 78.33 NatlPrestoInds NPK 1.2 16 82.62 –4.93 5.25 3.24 0.54 OppFiWt OPFI.WT ... ... .74 –0.25 ... 1.32 0.73 PivotalInvtIII Wt PICC.WT ... ... .73 –0.07 ... 449.00 164.60 RingCentral RNG ... dd 167.33 –9.28 ...
10.25 5.86 Manning&Napier MN 2.5 7 7.92 –0.25 .05 50.33 38.53 NatlRetailProp NNN 4.9 30 43.61 –3.23 .53 106.34 59.74 Oracle ORCL 1.6 24 82.22 –5.47 .32 99.60 67.89 PlanetFitness PLNT ... cc 83.85 –2.93 ... 95.97 59.58 RioTinto RIO 9.2 6 74.36 –1.04 1.85
125.07 85.97 Manpower MAN 2.5 16 102.02 –7.16 1.26 70.04 35.84 NatlStorage NSA 2.9 67 61.21 –2.53 .45 13.09 9.85 Orange ORAN ... 26 11.16 –0.25 ... 12.15 4.95 PlanetLabs PL ... dd 6.01 –0.35 ... 40.48 6.18 Riskified RSKD ... ... 6.18 –0.38 ...
22.25 17.66 ManulifeFin MFC 4.4 7 20.06 –0.64 .0395 23.73 7.30 Natura&Co NTCO ... 58 8.51 +0.55 ... 6.22 3.82 OrchidIslandCap ORC 17.1 dd 3.87 –0.35 .055 4.90 1.03 PlanetLabsWt PL.WT ... ... 1.25 –0.55 ... 76.18 50.61 RitchieBros RBA 1.6 40 60.89 –0.97 .25
20.01 7.20 MarathonOil MRO 1.0 dd 18.10 –1.37 .06 12.97 8.00 NaturalGasSvcs NGS ... dd 10.26 –1.13 ... 38.75 27.25 Organon OGN 3.6 5 30.97 –1.89 .28 50.89 22.69 Plantronics POLY ... 13 26.85 –4.07 ... 32.48 10.49 RiteAid RAD ... dd 10.56 –1.82 ...
75.88 42.32 MarathonPetrol MPC 3.3 40 70.70 –4.04 .58 18.75 9.88 NaturalGrocers NGVC 2.9 15 13.95 +0.20 .10 22.45 15.23 OrionEngCarbons OEC ... 7 17.29 –1.91 ... 11.32 4.73 PlayAGS AGS ... dd 7.65 +0.61 ... 120.83 63.73 RobertHalf RHI 1.4 23 109.00 –5.38 .38
52.25 32.67 Marcus&Millichap MMI ... 18 46.48 –2.38 ... 39.48 14.22 NaturalResPtrs NRP 5.2 15 34.68 –3.50 .45 6.67 3.30 OrionGroup ORN ... dd 3.36 –0.44 ... 32.37 13.96 PlymouthIndREIT PLYM 3.1 dd 26.94 –1.68 .21 141.60 60.50 Roblox RBLX ... dd 68.93 –10.12 ...
24.71 14.42 Marcus MCS ... dd 16.62 –0.98 ... 23.11 10.06 Natuzzi NTZ ... dd 12.01 –0.81 ... 32.25 16.14 OrionOffice ONL ... ... 16.42 –1.26 ... 147.73 100.52 Polaris PII 2.4 11 105.78 –13.08 .63 43.00 12.62 RocketCos. RKT .0 6 12.92 –0.50 1.11
19.28 11.00 MarineProducts MPX 4.3 14 11.13 –0.77 .12 6.89 3.94 NatWest NWG ... 11 6.46 –0.42 ... 112.91 79.51 Orix IX 2.9 12 108.53 –4.35 1.4528 10.91 9.70 Pontem PNTM.UT ... ... 9.96 –0.06 ... 10.70 9.60 RocketInternetA RKTA ... ... 9.71 –0.05 ...
70.89 39.63 MarineMax HZO ... 6 41.77 –9.48 ... 31.38 4.88 Nautilus NLS ... 2 4.97 –0.76 ... 128.87 63.71 OrmatTech ORA .7 64 73.33 –3.24 .12 10.05 9.43 PontemA PNTM ... 52 9.75 –0.02 ... 1.44 0.41 RocketInternetWt RKTA.WT ... ... .44 –0.15 ...
1343.56 942.44 Markel MKL ... 7 1218.22 –58.39 ... 12.46 7.84 NavigatorHldgs NVGS ... 42 8.71 –0.72 ... 37.00 6.12 OscarHealth OSCR ... dd 6.16 –1.11 ... 1.55 0.60 PontemWt PNTM.WT ... ... .69 –0.08 ... 16.99 2.98 RockleyPhotonics RKLY ... dd 3.09 –0.46 ...
15.10 4.56 Markforged MKFG ... dd 4.91 +0.01 ... 15.42 3.05 NaviosMaritime NM ... dd 3.31 –0.16 ... 137.47 88.31 Oshkosh OSK 1.3 17 115.61 –8.52 .37 53.84 41.01 PortlandGenElec POR 3.3 20 52.51 –0.69 .43 4.19 0.80 RockleyPhotonicsWt RKLY.WT ... ... .81 –0.18 ...
4.25 0.65 MarkforgedWt MKFG.WT ... ... .73 –0.02 ... 36.46 12.25 NaviosMaritime NMM .8 1 24.71 –0.53 .05 9.90 9.56 OsirisAcqn OSI ... 52 9.68 –0.01 ... 118.32 91.80 PostHoldings POST ... 46 112.80 –5.00 ... 354.99 237.14 Rockwell ROK 1.4 27 314.25 –10.80 1.12
190.97 121.89 MarriottVacations VAC 1.4 dd 159.46 –10.29 .54 59.06 42.82 Neenah NP 4.0 dd 48.10 –1.55 .475 10.02 9.84 OsirisAcqn OSI.UT ... ... 9.91 –0.08 ... 11.04 9.93 PostHldgsPtr PSPC.UT ... ... 10.00 +0.03 ... 53.90 43.18 RogersComm B RCI 3.2 19 48.57 –0.78 .3973
175.12 106.95 Marsh&McLen MMC 1.4 30 157.05 –4.15 .535 99.79 67.93 Nelnet NNI 1.1 7 87.76 –4.52 .24 1.10 0.45 OsirisAcqnWt OSI.WT ... ... .49 –0.01 ... 10.21 9.45 PostHldgsA PSPC ... ... 9.80 +0.01 ... 274.17 155.42 Rogers ROG ... 51 272.76 –0.60 ...
446.46 280.38 MartinMarietta MLM .6 33 382.30 –20.33 .61 16.14 7.95 NeoPhotonics NPTN ... dd 15.28 +0.17 ... 15.12 9.77 OsiskoGoldRoyal OR 1.5 cc 11.59 –0.07 .043 2.23 0.65 PostHldgsPartneringWt PSPC.WT ... ... .65 –0.29 ... 40.11 31.27 Rollins ROL 1.3 44 31.32 –1.29 .08
71.06 51.97 Masco MAS 1.5 35 64.26 –3.02 .235 13.49 3.83 NerdyA NRDY ... 12 4.40 +0.31 ... 92.84 61.28 OtisWorldwide OTIS 1.2 30 83.11 –1.07 .24 21.27 15.51 PostalRealty PSTL 5.3 cc 17.04 –1.06 .225 20.86 2.18 RomeoPower RMO ... 30 2.19 –0.93 ...
10.50 9.77 MasonIndlTech MIT.UT ... ... 9.86 –0.07 ... 3.10 0.67 NerdyWt NRDY.WT ... ... .84 +0.02 ... 16.30 3.43 Ouster OUST ... dd 3.46 –0.56 ... 36.56 12.35 PowerSchool PWSC ... dd 12.83 –0.63 ... 505.00 365.23 RoperTech ROP .6 42 437.94 –9.86 .62
9.90 9.41 MasonIndlTechA MIT ... 37 9.72 ... ... 26.93 16.63 Netstreit NTST 3.6 cc 22.45 –0.81 .20 4.49 0.50 OusterWt OUST.WT ... ... .52 –0.17 ... 50.42 19.22 PrecisionDrilling PDS ... dd 40.60 –4.26 ... 10.75 9.75 RossAcqnII ROSS.UT ... ... 9.98 –0.01 ...
1.00 0.49 MasonIndlTechWt MIT.WT ... ... .50 –0.10 ... 184.31 78.36 Nevro NVRO ... dd 85.86 –6.20 ... 28.99 16.99 OutfrontMedia OUT 1.7 dd 23.89 –1.58 .10 19.27 7.04 PrefApartment APTS 4.1 dd 16.97 –1.12 .175 10.57 9.50 RossAcqnIIA ROSS ... ... 9.77 +0.01 ...
132.22 96.66 MasoniteIntl DOOR ... 17 98.50 –12.52 ... 11.70 8.30 NewFrontierHlth NFH ... ... 11.59 +0.47 ... 3.04 1.64 OverseasShip OSG ... dd 1.80 –0.14 ... 63.83 37.35 PrestigeCnsHlth PBH ... 16 57.97 –1.68 ... 1.50 0.56 RossAcqnIIWt ROSS.WT ... ... .60 –0.11 ...
122.33 76.77 MasTec MTZ ... 18 88.85 –7.59 ... 3.00 1.77 NewFrontierWt NFH.WT ... ... 2.78 +0.12 ... 41.34 15.51 Ovintiv OVV 1.5 dd 36.69 –4.64 .14 14.79 8.29 PretiumRscs PVG ... dd 14.49 +0.10 ... 119.41 80.53 RoyalBkCanada RY 3.3 13 114.87 –2.46 .9355
401.50 306.00 Mastercard MA .6 44 355.08 –17.06 .49 44.41 34.33 NewJerseyRscs NJR 3.8 31 38.29 –0.92 .3625 49.16 23.58 Owens&Minor OMI .0 14 43.83 –0.41 .0025 11.75 9.85 PrimaveraCap PV.UT ... ... 9.94 –0.05 ... 99.24 64.20 RoyalCaribbean RCL ... dd 79.09 –5.06 ...
47.49 13.90 MatadorRscs MTDR .5 17 40.29 –5.03 .05 19.97 1.56 NewOrientalEduc EDU ... 8 1.57 –0.24 ... 109.90 75.44 OwensCorning OC 1.6 9 89.23 –5.31 .35 10.25 9.56 PrimaveraCapA PV ... ... 9.71 –0.01 ... 51.28 35.73 RoyalDutchA RDS.A 2.9 41 48.65 –1.40 .48
96.00 63.88 Materion MTRN .6 28 83.85 –5.76 .12 129.70 51.52 NewRelic NEWR ... dd 99.09 –6.00 ... 14.97 12.79 OwlRock ORCC 8.7 9 14.27 –0.25 .31 1.54 0.43 PrimaveraCapWt PV.WT ... ... .52 –0.05 ... 51.35 33.54 RoyalDutchB RDS.B 3.4 41 48.61 –1.47 .48
94.54 58.49 Matson MATX 1.3 6 91.02 +3.93 .30 11.81 8.98 NewResidInvt NRZ 9.5 8 10.50 –0.64 .25 11.56 1.85 Owlet OWLT ... dd 1.88 –0.34 ... 11.55 9.87 PrimeImpactI PIAI.UT ... ... 9.90 –0.07 ... 25.32 9.25 RushStreetInt RSI ... dd 9.33 –2.39 ...
12.80 9.24 MauiLand MLP ... cc 9.81 –0.19 ... 14.80 5.79 NewYorkCityReit NYC 3.5 dd 11.49 +0.38 .10 2.10 0.25 OwletWt OWLT.WT ... ... .25 –0.10 ... 10.92 9.60 PrimeImpactI A PIAI ... 53 9.84 ... ... 41.14 25.57 RyanSpecialty RYAN ... cc 36.88 +0.79 ...
54.75 25.07 MaxarTech MAXR .1 dd 26.77 –2.74 .01 14.33 10.28 NY CmntyBcp NYCB 5.6 9 12.10 –1.16 .17 114.47 63.77 OxfordIndustries OXM 1.9 16 88.05 –5.76 .42 2.00 0.37 PrimeImpactIWt PIAI.WT ... ... .40 –0.10 ... 93.05 61.36 RyderSystem R 3.1 11 75.00 –3.98 .58
96.05 74.38 Maximus MMS 1.5 16 76.89 –0.26 .28 58.73 39.54 NYTimes A NYT .7 42 39.78 –3.26 .07 179.51 130.70 Primerica PRI 1.3 14 149.63 –7.36 .47 30.05 11.55 RyersonHolding RYI 1.6 5 21.07 –3.69 .085
11.38
22.16
98.80 77.85
MayvilleEngg
McCormick
MEC
MKC
...
1.5
34
34
11.49
95.71
–3.04
–0.64
...
.37
419.74
75.31
297.29
52.60
NewMarket
Newmont
NEU
NEM
2.5
3.5
15
25
336.48
63.09
–13.96
+1.87
2.10
.55 PQ 20.12
29.15
14.20
17.89
PrimoWater
ProAssurance
PRMW
PRA
1.4
.8
dd
10
17.00
23.74
–0.25
–1.77
.06
.05
96.69 61.24 RymanHospitality RHP ... dd 84.47 –5.51 ...
61.41
S
100.46 77.05 McCormickVtg MKC.V 1.5 34 95.77 –0.75 .37 4.08 1.92 NewparkResources NR ... dd 3.42 –0.22 ... 108.75 ProcoreTech PCOR ... dd 61.63 –6.35 ...
271.15 202.73 McDonalds MCD 2.2 26 254.59 –3.12 1.38 12.86 6.50 NexaResources NEXA 3.2 7 8.29 –0.57 .2643 18.78 7.24 PBF Energy PBF ... dd 15.63 –2.52 ... 165.35 121.54 Procter&Gamble PG 2.1 29 162.62 +2.81 .8698
1.71 0.80 McEwenMining MUX ... dd .95 +0.04 ... 23.97 15.61 NexPointRealEst NREF 9.6 4 19.72 –1.14 .475 16.70 9.65 PBF Logistics PBFX 9.5 6 12.61 +0.03 .30 110.91 84.89 Progressive PGR .4 16 108.02 –1.73 .10
256.85 169.34 McKesson MCK .8 dd 246.62 –9.90 .47 84.54 39.13 NexPointResidentl NXRT 1.9 dd 78.03 –4.43 .38 13.19 8.24 PG&E PCG ... dd 12.23 –0.78 ... 169.93 94.14 Prologis PLD 1.6 40 155.43 +2.69 .63 151.48 120.08 SAP SAP 2.1 24 135.80 –3.10 2.2599
5.19 1.58 Mechel MTL ... 1 2.87 –0.29 ... 18.59 5.35 Nextdoor KIND ... ... 5.59 –0.61 ... 122.56 86.26 PG&EUn PCGU 4.7 ... 116.88 –5.68 1.375 13.99 6.39 ProPetro PUMP ... dd 9.99 –0.64 ... 484.21 303.50 S&P Global SPGI .7 36 416.93 –15.43 .77
70.33 12.68 MediaAlpha MAX ... dd 13.58 –1.93 ... 93.73 68.33 NextEraEnergy NEE 1.9 69 82.60 –0.60 .385 28.11 18.81 PGT Innovations PGTI ... 43 19.31 –2.59 ... 83.02 64.40 ProsperityBcshs PB 2.8 13 74.58 –4.97 .52 13.29 10.00 SCVX SCVX.UT ... ... 10.05 –0.05 ...
24.13 19.39 MedicalProp MPW 4.9 24 22.90 –1.23 .28 58.26 46.18 NextEra6.219%Un NEE.PRQ 5.9 ... 53.01 –0.47 .7774 4.37 1.96 PHX Minerals PHX 2.5 dd 2.38 –0.23 .015 286.57 47.57 ProtoLabs PRLB ... 44 49.35 –0.97 ... 11.59 9.66 SCVX SCVX ... 30 9.98 –0.01 ...
336.99 184.48 Medifast MED 3.0 14 192.03 –11.93 1.42 68.29 53.20 NextEraEnergyUn NEE.PRO 4.0 ... 60.85 –0.30 .609 89.50 64.81 PJT Partners PJT .3 14 65.07 –8.04 .05 26.20 17.57 ProvidentFinSvcs PFS 4.0 11 24.08 –1.92 .24 2.75 0.23 SCVX Wt SCVX.WT ... ... .32 ... ...
35.67 20.27 Mednax MD ... cc 24.42 –2.49 ... 57.67 46.26 NextEraEnergyUn NEE.PRP 5.0 ... 52.83 –0.22 .6599 38.05 23.71 PLDT PHI 3.3 16 36.49 –0.98 .844 117.96 77.27 PrudentialFin PRU 4.2 6 110.01 –7.39 1.15 9.80 9.57 SDCLEDGEAcqn SEDA ... ... 9.70 +0.02 ...
135.89 98.38 Medtronic MDT 2.4 30 105.60 –2.95 .63 88.80 63.50 NextEraEnergy NEP 3.6 26 73.09 –3.16 .685 11.70 9.84 PMV Consumer PMVC.UT ... ... 10.07 +0.01 ... 43.60 30.76 Prudential PUK .9 dd 35.02 –1.28 .1074 10.44 9.87 SDCLEDGEAcqnUn SEDA.UT ... ... 10.00 –0.01 ...
January 24, 2022 BARRON’S 51

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.
0.75 0.49 SDCLEDGEAcqnWt SEDA.WT ... ... .50 –0.10 ... 59.86 47.22 SouthJerseyUn SJIV 8.2 ... 53.25 –2.36 1.0938 35.38 17.74 TataMotors TTM ... dd 32.62 –1.88 ... 17.83 12.75 USA Compression USAC 13.0 dd 16.10 –1.43 .525 156.77 81.52 Walker&Dunlop WD 1.5 16 132.30 –12.71 .50
6.28 2.62 SeacorMarine SMHI ... 20 3.92 –0.19 ... 69.23 56.69 Southern SO 3.9 24 67.81 –0.85 .66 35.51 22.64 TaylorMorrison TMHC ... 8 29.61 –3.18 ... 39.96 28.53 US Cellular USM ... 20 29.83 –1.75 ... 27.50 7.28 Wallbox WBX ... ... 12.68 –0.89 ...
9.17 6.28 SFL SFL 9.0 dd 8.03 –0.52 .18 53.99 48.15 SouthernUnSeriesA SOLN 6.3 ... 53.36 –0.38 .8438 13.84 0.63 Team TISI ... dd .64 –0.19 ... 8.27 4.59 USD Partners USDP 8.6 6 5.54 –0.20 .1185 6.40 0.80 WallboxWt WBX.WT ... ... 3.20 –0.27 ...
11.40 6.97 SignaSports SSU ... dd 8.41 –0.04 ... 83.29 54.92 SoCopper SCCO 4.8 16 66.26 –1.54 1.00 10.70 5.55 TechnipFMC FTI ... 23 6.48 –0.57 ... 42.10 30.02 US Foods USFD ... cc 34.44 –2.51 ... 152.57 126.28 Walmart WMT 1.6 49 140.19 –4.87 .55
2.77 0.62 SignaSportsWt SSU.WT ... ... .77 +0.03 ... 10.05 9.96 SouthportAcqn PORT.UT ... ... 9.99 –0.06 ... 35.37 17.31 TeckRscsB TECK ... 24 32.55 –1.43 ... 11.74 9.81 USHG Acqn HUGS.UT ... ... 10.62 –0.13 ... 1.53 0.85 WarburgPinI-A Wt WPCA.WT ... ... 1.00 +0.06 ...
27.94 20.34 SINOPEC SHI 5.7 5 23.50 –0.35 1.5567 64.75 38.66 SouthwestAir LUV ... dd 43.37 –2.45 ... 4.17 2.35 Teekay TK ... 73 3.19 –0.37 ... 10.94 9.60 USHG Acqn A HUGS ... 88 10.27 +0.02 ... 2.02 0.85 WarburgPinI-B Wt WPCB.WT ... ... 1.00 ... ...
17.61 10.76 SITE Centers SITC 3.3 72 14.60 –1.41 .12 73.54 57.00 SouthwestGas SWX 3.7 16 63.79 –1.94 .595 16.09 10.08 TeekayTankers TNK ... dd 10.48 –1.34 ... 2.50 0.70 USHG Acqn Wt HUGS.WT ... ... 1.25 –0.14 ... 10.63 9.90 WarburgPincusI-A WPCA.UT ... ... 9.90 –0.05 ...
73.69 58.01 SJW Group SJW 2.0 36 68.31 +0.13 .34 5.96 3.22 SouthwesternEner SWN ... dd 4.03 –0.90 ... 21.69 14.79 TejonRanch TRC ... cc 16.70 –1.32 ... 143.67 84.43 US PhysTherapy USPH 1.6 39 92.50 –2.75 .38 11.00 9.66 WarburgPincusI-A WPCA ... cc 9.72 –0.04 ...
55.30 25.71 SK Telecom SKM 7.0 14 26.24 –0.38 .3867 11.08 9.81 SpartanAcqnIII SPAQ.UT ... ... 10.14 ... ... 308.00 72.51 TeladocHealth TDOC ... dd 72.90 –6.67 ... 15.38 7.23 US Silica SLCA ... dd 9.59 –2.40 ... 11.19 9.84 WarburgPincusI-B WPCB.UT ... ... 9.93 –0.03 ...
85.65 59.89 SLGreenRealty SLG 4.9 8 73.56 –7.87 2.5138 10.00 9.67 SpartanAcqnIII A SPAQ ... dd 9.91 +0.02 ... 6.90 4.39 TelecomArgentina TEO .0 dd 4.92 –0.19 .4025 12.33 4.60 US Xpress USX ... 10 4.81 –0.39 ... 10.02 9.63 WarburgPincusI-B A WPCB ... cc 9.73 –0.04 ...
38.25 7.76 SM Energy SM .1 dd 31.36 –5.28 .01 1.80 0.86 SpartanAcqnIII Wt SPAQ.WT ... ... 1.00 ... ... 465.40 353.82 TeledyneTech TDY ... 41 414.27 –6.21 ... 12.45 5.14 UWM UWMC 7.6 10 5.29 –0.43 .10 60.30 30.29 WarbyParker WRBY ... dd 32.00 –2.27 ...
10.95 10.08 SoarTech FLYA.UT ... ... 10.24 –0.01 ... 107.22 74.26 SpectrumBrands SPB 1.9 19 89.29 –10.72 .42 449.38 289.00 Teleflex TFX .4 35 323.20 –2.55 .34 3.10 0.41 UWM Wt UWMC.WT ... ... .48 –0.11 ... 29.30 15.07 WarriorMetCoal HCC .8 dd 25.85 –1.75 .05
10.31 9.95 SoarTechAcqnA FLYA ... ... 10.09 ... ... 19.50 2.17 SpireGlobal SPIR ... dd 2.22 –0.55 ... 9.42 7.46 TelefonicaBras VIV 5.8 16 8.88 +0.39 .0636 64.05 34.88 Uber UBER ... dd 35.94 –5.57 ... 10.22 9.71 WarriorTech WARR.UT ... ... 10.04 –0.08 ...
0.80 0.48 SoarTechAcqnWt FLYA.WT ... ... .48 –0.04 ... 2.89 0.25 SpireGlobalWt SPIR.WT ... ... .30 –0.04 ... 5.17 4.12 Telefonica TEF 3.7 2 4.44 –0.14 .167 401.81 260.00 Ubiquiti UI .8 30 282.85 –18.95 .60 10.00 9.55 WarriorTechA WARR ... ... 9.82 +0.02 ...
15.88 0.70 SOS SOS ... 2 .70 –0.16 ... 77.95 59.29 Spire SR 4.3 13 64.26 –2.47 .685 30.03 20.44 TelekmIndonesia TLK 4.3 18 29.54 –0.14 .2153 90.00 33.59 UiPath PATH ... dd 34.73 –2.00 ... 1.04 0.45 WarriorTechWt WARR.WT ... ... .47 –0.01 ...
68.24 50.99 SPX SPXC ... 27 51.92 –4.54 ... 53.63 32.93 SpiritAeroSys SPR .1 dd 44.88 –4.72 .01 26.51 17.18 Telephone&Data TDS 3.6 19 19.39 –1.23 .175 4.55 2.18 UltraparPart UGP 4.2 17 2.53 +0.13 ... 27.05 21.64 WashingtonREIT WRE 2.7 cc 24.80 –1.57 .17
88.55 52.30 SPX FLOW FLOW .4 46 85.11 –0.56 .09 40.77 19.52 SpiritAirlines SAVE ... dd 21.61 –1.68 ... 50.51 25.88 TempurSealy TPX .9 14 38.71 –3.38 .09 27.28 17.16 UnderArmour A UAA ... 20 18.77 –0.09 ... 138.82 97.02 WasteConnections WCN .7 55 122.70 –2.92 .23
29.34 7.11 SQZ Biotech SQZ ... dd 7.16 –0.99 ... 52.29 38.01 SpiritRealtyCap SRC 5.6 36 45.63 –3.98 .638 10.10 10.03 10XCapVentureIII VCXB.UT ... ... 10.03 –0.07 ... 23.00 14.62 UnderArmour C UA ... 17 16.09 –0.09 ... 168.04 109.11 WasteMgt WM 1.5 37 151.40 –5.25 .575
48.27 29.40 STAG Indl STAG 3.5 34 42.25 –1.34 .1217 14.72 9.07 SportsEntAcqn SEAH.UT ... ... 9.21 –1.89 ... 25.54 14.88 Tenaris TS .0 16 23.04 –0.77 .26 30.94 18.51 Unifi UFI ... 12 21.05 –1.40 ... 11.77 1.19 Waterdrop WDH ... dd 1.28 –0.10 ...
10.05 9.95 STEnerTransitionI STET.UT ... ... 9.96 –0.05 ... 12.48 8.17 SportsEntA SEAH ... dd 8.24 –1.73 ... 32.25 5.91 TencentMusic TME ... 19 6.39 –0.71 ... 258.86 185.72 Unifirst UNF .6 25 188.58 –6.29 .30 428.22 258.91 Waters WAT ... 29 319.23 –14.50 ...
37.13 30.42 StoreCapital STOR 5.0 33 30.55 –2.90 .385 4.75 0.91 SportsEntWt SEAH.WT ... ... 1.60 –0.75 ... 83.69 46.01 TenetHealthcare THC ... 8 75.97 –5.07 ... 61.81 46.07 Unilever UL 4.1 20 49.31 –4.98 .4975 318.98 233.13 Watsco WSO 2.8 29 282.79 –15.26 1.95
54.00 29.60 SabineRoyalty SBR 8.0 18 49.33 –1.76 .8768 387.44 194.72 Spotify SPOT ... dd 195.53 –23.03 ... 87.40 66.73 Tennant TNC 1.3 24 77.27 –3.77 .25 256.11 193.14 UnionPacific UNP 1.9 25 246.33 +0.06 1.18 212.00 113.44 WattsWater WTS .6 40 182.24 –5.38 .26
5.44 1.57 SafeBulkers SB ... 4 3.34 –0.31 ... 29.43 12.31 SpragueRscs SRLP 10.4 dd 16.65 –0.37 .4338 22.75 9.51 Tenneco TEN ... 4 10.50 –2.47 ... 28.60 17.76 Unisys UIS ... dd 18.23 –1.15 ... 0.95 0.43 WaverleyCap1 Wt WAVC.WT ... ... .43 –0.12 ...
8.98 5.95 SafeguardSci SFE ... 5 6.53 –0.47 ... 10.30 9.96 SpreeAcqnCorp.1Un SHAP.UT ... ... 9.97 –0.05 ... 59.58 24.50 Teradata TDC ... 37 39.40 –4.40 ... 12.68 7.90 UnitedMicro UMC 2.0 15 10.88 –0.81 .2854 10.00 9.82 WaverleyCap1 WAVC.UT ... ... 9.94 –0.01 ...
95.29 60.80 Safehold SAFE 1.1 49 61.82 –8.78 .17 26.50 10.65 Sprinklr CXM ... dd 10.74 –2.53 ... 55.60 34.13 Terex TEX 1.1 17 41.78 –4.65 .12 57.89 23.40 UnitedNatFoods UNFI ... 10 37.84 –8.12 ... 355.96 137.32 Wayfair W ... cc 139.72 –31.74 ...
64.19 39.00 SailPointTechs SAIL ... dd 39.69 –2.79 ... 47.89 28.03 Sprott SII 2.7 33 37.29 –1.76 .25 53.33 36.30 Terminix TMX ... 47 42.48 –0.25 ... 220.24 154.76 UPS B UPS 2.0 27 201.95 –4.59 1.02 22.40 9.65 WeaveComms WEAV ... dd 9.72 –1.09 ...
311.75 201.51 Salesforce.com CRM ... cc 218.63 –12.60 ... 64.71 25.68 Squarespace SQSP ... dd 28.62 –0.93 ... 86.00 53.98 TerrenoRealty TRNO 1.9 75 73.38 –4.32 .34 414.99 228.22 UnitedRentals URI ... 18 297.17 –30.65 ... 20.44 9.82 Weber WEBR 1.6 ... 10.30 –0.11 .04
25.66 13.76 SallyBeauty SBH ... 8 16.99 –1.14 ... 57.55 39.80 St.Joe JOE .7 43 45.66 –4.66 .08 4.49 1.16 TetraTech TTI ... dd 2.88 –0.32 ... 63.57 42.47 US Bancorp USB 3.3 11 55.10 –8.15 .46 65.00 45.60 WebsterFin WBS 2.6 14 60.52 –3.65 .40
31.41 19.15 Samsara IOT ... dd 19.40 –3.51 ... 55.09 39.09 StandardMotor SMP 2.1 13 47.47 –4.55 .25 13.30 7.73 TevaPharm TEVA ... 13 8.51 –0.66 ... 30.57 16.13 US Steel X 1.0 2 19.25 –6.14 .05 2.75 0.46 Weidai WEI ... ... .47 –0.11 ...
7.80 3.26 SanJuanBasin SJT 11.7 13 6.59 –0.68 .1124 121.45 80.26 StandexInt SXI 1.0 29 102.26 –6.06 .26 1773.95 785.00 TexasPacLand TPL 1.1 33 1003.35 –108.42 2.75 509.23 320.35 UnitedHealth UNH 1.3 26 461.17 –7.52 1.45 68.17 46.50 WeisMarkets WMK 2.1 16 62.06 –2.06 .32
10.28 9.78 SandbridgeX2 SBII.UT ... ... 9.93 –0.05 ... 225.00 169.43 StanleyBlackDck SWK 1.8 16 175.61 –17.04 .79 41.24 17.40 Textainer TGH 2.7 8 36.70 –3.68 .25 210.00 76.00 UnitySoftware U ... dd 106.79 –11.13 ... 25.19 12.60 Welbilt WBT ... 44 23.70 –0.10 ...
10.04 9.60 SandbridgeX2 A SBII ... ... 9.71 –0.02 ... 131.98 102.50 StanleyB&D Un SWT 5.0 ... 104.48 –6.15 1.3125 79.45 44.36 Textron TXT .1 21 71.61 –5.05 .02 29.77 18.48 Univar UNVR ... 17 26.90 –2.10 ... 58.87 29.68 WellsFargo WFC 1.5 11 53.67 –4.39 .20
14.99 3.50 SandRidgeEnergy SD ... 5 9.95 –1.50 ... 58.50 34.09 Stantec STN 1.0 36 52.05 –1.82 .131 672.34 433.52 ThermoFisherSci TMO .2 27 580.33 –14.47 .26 60.95 44.93 Universal UVV 5.6 14 55.97 –1.20 .78 89.80 59.38 Welltower WELL 2.8 cc 87.51 ... .61
9.31 5.31 SandstormGold SAND 1.0 39 6.12 –0.03 .0155 12.03 9.45 StarGroup SGU 5.6 6 10.22 –0.45 .1425 22.61 14.56 Thermon THR ... 86 17.35 –0.22 ... 75.61 55.01 UniversalHealth UHT 5.0 35 56.66 –2.17 .705 140.92 70.49 WescoIntl WCC ... 24 122.25 –12.00 ...
42.87 21.97 SantanderCons SC 2.1 4 41.52 –0.14 .22 13.90 4.21 Starrett A SCX ... 5 9.58 –0.86 ... 123.60 79.94 ThomsonReuters TRI 1.5 8 105.67 –3.94 .405 165.00 116.23 UniversalHealthB UHS .6 10 128.35 –5.32 .20 101.83 61.36 WestFraserTimber WFG .9 3 88.65 –8.62 .20
30.25 20.75 SaratogaInvt SAR 7.4 6 26.03 –2.12 .53 9.80 3.80 Startek SRT ... dd 4.98 –0.14 ... 152.20 85.13 ThorIndustries THO 2.0 6 87.32 –12.65 .43 19.64 12.62 UnivInsurance UVE 3.7 11 17.39 –1.99 .13 475.35 253.86 WestPharmSvcs WST .2 46 367.80 –11.98 .18
20.84 9.67 Sasol SSL ... dd 20.22 +1.37 ... 27.01 18.57 StarwoodProp STWD 8.0 15 24.05 –1.31 .48 56.50 16.87 3D Systems DDD ... 7 16.87 –3.01 ... 9.13 5.34 UnvlTechInst UTI ... 48 7.15 –0.06 ... 124.93 67.33 WestAllianceBcp WAL 1.3 13 110.56 –11.79 .35
55.44 29.65 SaulCenters BFS 4.6 34 49.42 –3.59 .57 104.87 69.02 StateStreet STT 2.5 13 90.99 –12.78 .57 208.95 167.24 3M MMM 3.4 17 172.65 –6.09 1.48 31.98 22.25 UnumGroup UNM 4.7 7 25.70 –2.40 .30 4.19 2.00 WesternAssetMort WMC 11.4 dd 2.11 –0.11 .06
38.53 21.23 Schlumberger SLB 1.4 31 36.36 –1.45 .125 43.99 13.00 SteelPartners SPLP ... 8 35.00 –3.78 ... 15.92 9.14 Tidewater TDW ... dd 12.46 +0.24 ... 10.99 1.61 UpHealth UPH ... dd 1.93 –0.43 ... 24.49 14.09 WesternMidstrm WES 5.6 10 23.14 –0.90 .323
27.50 20.48 SchneiderNatl SNDR 1.1 13 25.80 –0.77 .07 16.85 10.67 Steelcase SCS 4.8 cc 12.09 –0.80 .145 2.62 0.51 TidewaterWtA TDW.WTA ... ... .61 –0.04 ... 1.74 0.20 UpHealthWt UPH.WT ... ... .29 –0.06 ... 26.61 15.69 WesternUnion WU 5.2 9 18.14 –0.26 .235
95.62 50.77 SchwabC SCHW .8 32 89.20 –6.33 .18 21.99 14.02 Stellantis STLA .0 dd 20.24 –1.52 .3813 2.00 0.33 TidewaterWtB TDW.WTB ... ... .35 –0.07 ... 20.33 13.60 UrbanEdgeProp UE 3.3 27 18.20 –1.28 .15 109.01 74.42 WestlakeChem WLK 1.2 9 98.10 –9.15 .2975
50.79 28.07 SchweitzerMaud SWM 6.0 18 29.54 –2.45 .44 51.49 12.46 Stem STEM ... dd 12.51 –2.39 ... 11.36 9.71 TigaAcqnA TINV ... cc 10.15 ... ... 19.97 11.55 UrstadtBiddle UBP 4.8 21 17.96 –0.68 .2145 27.57 21.70 WestlakeChemPtrs WLKP 7.2 14 26.34 –0.85 .4714
103.95 77.65 ScienceApplicat SAIC 1.7 17 85.20 –3.85 .37 139.30 109.08 Stepan SCL 1.2 18 113.67 –8.02 .335 12.88 9.80 TigaAcquisitionUn TINV.UT ... ... 10.45 +0.01 ... 21.66 13.66 UrstadtProp A UBA 4.9 23 19.38 –1.36 .2375 20.82 14.09 WestpacBanking WBK 5.8 14 14.81 –0.73 .4267
dd 248.30 170.36 Steris STE .8 81 227.68 –6.84 .43 2.70 0.55 TigaAcqnWt TINV.WT ... ... .61 –0.02 ... 107.85 80.00 UsanaHealth USNA ... 15 97.82 –3.43 ... 62.03 40.04 WestRock WRK 2.3 14 43.88 –3.03 .25
24.67 11.36 ScorpioTankers STNG 3.4 11.79 –1.22 .10 27.01 11.36 Westwood WHG 3.4 14 17.78 –1.74 .15
254.34 133.36 ScottsMiracleGro SMG 1.8 17 149.23 –14.36 .66 30.02 18.35 SterlingBancorp STL 1.0 13 27.79 –1.85 .07 17.80 9.30 Tilly's TLYS .0 6 12.03 –0.93 1.00 15.98 6.50 UserTesting USER ... dd 6.51 –0.86 ...
29.18 16.25 Stevanato STVN ... 40 18.43 +1.26 ... 92.39 62.96 Timken TKR 1.7 15 68.72 –5.17 .30 30.09 13.72 UtzBrands UTZ 1.4 81 15.64 –1.54 .054 14.97 7.20 WeWork WE ... dd 8.85 –0.40 ...
15.14 6.00 ScullyRoyalty SRL ... 13 8.07 –0.35 ... 4.21 0.97 WeWorkWt WE.WT ... ... 2.15 –0.29 ...
10.10 9.97 SculptorAcqnI SCUA.UT ... ... 10.02 –0.06 ... 81.00 45.58 StewartInfo STC 2.2 6 68.64 –9.03 .375 18.70 4.78 TimkenSteel TMST ... 7 13.35 –2.73 ...
41.80 30.87 Weyerhaeuser WY 1.8 11 38.01 –2.97 .17
28.90
372.70
15.99
153.21
SculptorCapMgmt
Sea
SCU
SE
18.4
... dd
4 18.89
154.41
–2.10
–20.62
.28
...
78.60
52.15
49.38
33.30
StifelFinancial
STMicroelec STM
SF .9
.4
11
23
66.70
44.91
–7.03
–4.70
.15
.06
11.92
69.93
6.27
20.80
TItanIntl
Toast
TWI
TOST
...
...
cc
dd
9.83
22.56
–1.26
–2.64
...
... V 49.10 34.85 WheatonPrecMet WPM 1.4 30 40.80 +1.14 .15
5.37 1.51 StoneMor STON ... dd 2.35 –0.02 ... 75.61 49.06 Toll Bros TOL 1.2 9 57.43 –9.01 .17 15.00 3.49 WheelsUp UP ... dd 3.62 –0.48 ...
20.87 14.85 SeabridgeGold SA ... dd 16.81 +1.04 ... 3.14 0.54 WheelsUpWt UP.WT ... ... .55 –0.22 ...
70.31 41.78 SealedAir SEE 1.2 22 66.77 –0.93 .20 38.20 18.47 Stoneridge SRI ... 40 18.93 –1.44 ... 57.26 28.64 TootsieRoll TR 1.0 39 34.38 –0.57 .09 90.79 65.34 VF VFC 2.9 22 68.00 –4.25 .50
38.40 22.80 Stride LRN ... 21 26.86 –3.39 ... 284.07 179.50 TopBuild BLD ... 24 231.25 –3.47 ... 15.57 5.51 ViaOptronics VIAO ... dd 8.45 –0.98 ... 257.68 180.44 Whirlpool WHR 2.8 6 201.52 –15.50 1.40
70.48 27.06 SeaWorldEnt SEAS ... 34 58.63 –4.61 ... 1267.52 978.51 WhiteMtnIns WTM .1 20 1022.68 –20.33 1.00
7.58 4.37 SelectEnergySvcs WTTR ... dd 6.47 –0.33 ... 281.16 220.90 Stryker SYK 1.1 51 254.68 –12.03 .695 118.13 91.43 Toro TTC 1.3 25 93.37 –5.25 .30 33.35 24.74 VICI Prop VICI 5.3 15 27.18 –1.36 .36
43.60 22.77 SelectMedical SEM 2.2 7 22.86 –6.06 .125 24.41 5.13 StudioCity MSC ... dd 6.16 +0.06 ... 83.08 56.37 TorontoDomBk TD 3.2 13 79.69 –1.95 .6958 28.80 14.66 Vizio VZIO ... cc 14.67 –3.18 ... 10.50 7.56 WhitestoneREIT WSR 4.2 43 10.31 +0.13 .0358
92.49 62.16 SturmRuger RGR 5.1 8 66.27 –0.80 .79 33.19 8.06 Torrid CURV ... ... 8.14 –1.37 ... 6.00 2.36 VOC Energy VOC 9.3 14 5.51 –0.12 .25 79.62 19.75 WhitingPetrol WLL ... 21 71.55 –3.63 ...
33.00 7.20 SelectQuote SLQT ... 15 7.39 –0.88 ... 6.75 23.93 10.40 WideOpenWest WOW ... 3 18.58 –1.52 ...
144.93 114.66 Sempra SRE 3.3 37 134.90 –3.06 1.10 16.45 13.83 SuburbanPropane SPH 8.6 8 15.04 –0.28 .325 11.07 9.77 TortoiseEcofinIII TRTL.UT ... ... 9.90 –0.07 ... 33.36 VTEX VTEX ... dd 6.77 –0.81 ...
32.48 10.62 Semrush SEMR ... ... 16.93 –0.93 ... 7.95 6.18 SumitomoMits SMFG 4.1 8 7.14 –0.42 .1752 10.15 9.65 TortoiseEcoIII A TRTL ... ... 9.66 –0.06 ... 4.33 2.06 VaalcoEnergy EGY ... 5 3.88 –0.22 ... 66.04 45.30 Wiley A JW.A 2.6 22 52.35 –4.50 .345
11.32 8.06 SummitHotelProp INN ... dd 9.50 –0.62 ... 1.33 0.75 TortoiseEcoIII Wt TRTL.WT ... ... .81 –0.08 ... 376.24 261.41 VailResorts MTN 1.3 82 279.16 –24.64 .88 65.63 45.73 Wiley B JW.B 2.5 24 55.55 –1.31 .345
18.55 9.73 SendasDistrib ASAI .9 10 11.15 +0.16 .0432 29.89 21.05 Williams WMB 5.7 35 28.76 –0.53 .41
65.58 52.30 SensataTechs ST ... 25 58.73 –4.81 ... 41.46 20.49 SummitMaterials SUM ... 29 34.52 –3.52 ... 58.83 40.33 TotalEnergies TTE ... 13 55.63 –1.47 ... 42.72 20.25 Valaris VAL ... dd 38.40 –2.31 ...
106.32 69.96 SensientTech SXT 1.8 32 89.04 –2.96 .41 46.64 14.41 SummitMidstream SMLP ... 1 23.67 –0.51 ... 15.33 7.68 TownsquareMedia TSQ ... 12 12.00 –0.30 ... 4.10 1.50 ValarisWt VAL.WT ... ... 3.56 –0.33 ... 10.71 9.92 WilliamsRowland WRAC.UT ... ... 10.09 –0.11 ...
211.79 138.11 SunComms SUI 1.8 57 188.29 –9.56 .83 213.74 139.29 ToyotaMotor TM 2.0 10 199.77 –10.92 1.7622 23.18 11.16 Vale VALE 17.2 4 15.60 +0.22 .4376 10.04 9.80 WilliamsRowland WRAC ... ... 9.91 ... ...
78.53 39.79 SentinelOne S ... dd 40.11 –2.57 ... 6.00 0.79 0.37 WilliamsRowlandWt WRAC.WT ... ... .40 –0.10 ...
9.57 4.05 SequansComms SQNS ... ... 4.24 –0.65 ... 58.16 45.84 SunLifeFinancial SLF 3.1 12 55.92 –1.58 .524 32.59 9.47 Traeger COOK ... dd 9.53 –1.02 ... 12.19 ValensSemicon VLN ... dd 6.12 –0.68 ...
8.15 4.91 SunCokeEnergy SXC 3.5 22 6.77 –0.72 .06 10.05 9.89 TrajectoryAlpha TCOA.UT ... ... 9.89 –0.07 ... 1.22 0.36 ValensSemiconWt VLN.WT ... ... .45 –0.05 ... 223.32 118.07 Williams-Sonoma WSM 2.0 11 142.58 –4.46 .71
24.04 10.19 SeritageGrowth SRG ... dd 10.20 –1.77 ... 86.58 87.53 60.83 Winnebago WGO 1.2 6 61.27 –14.35 .18
29.25 16.40 SuncorEnergy SU 4.9 21 27.07 –1.16 .3405 207.06 137.98 TraneTech TT 1.3 31 174.98 –5.02 .59 54.84 ValeroEnergy VLO 4.9 dd 79.29 –5.91 .98
71.71 45.63 ServiceCorp SCI 1.5 14 63.21 –1.78 .23
36.88 2.93 SunlandsTech STG ... dd 6.13 +0.06 ... 12.13 7.96 Transalta TAC 1.5 dd 10.61 +0.34 .039 34.60 16.00 Valhi VHI 1.2 8 26.37 –2.82 .08 9.96 6.09 Wipro WIT .2 26 7.86 –0.72 .0122
707.60 448.27 ServiceNow NOW ... cc 507.74 –23.28 ... 142.33 75.06 Wolfspeed WOLF ... dd 89.81 –18.26 ...
16.66 3.00 SunlightFinl SUNL ... dd 3.01 –0.48 ... 42.92 18.61 TrancntlRlty TCI ... 20 38.57 –1.79 ... 265.09 191.13 ValmontInds VMI .9 24 224.30 –16.11 .50
89.35 40.16 ServisFirst SFBS 1.1 22 82.81 –5.71 .23
4.21 0.37 SunlightFinWt SUNL.WT ... ... .38 –0.08 ... 688.03 517.37 TransDigm TDG ... 59 616.62 –28.76 ... 37.97 23.40 Valvoline VVV 1.5 14 33.15 –2.39 .125 44.74 24.90 WolverineWwide WWW 1.6 dd 25.33 –0.99 .10
138.38 63.50 ShakeShack SHAK ... dd 63.68 –5.61 ... 14.76 38.41 23.61 WooriFin WF 3.0 4 36.70 –1.34 .3675
12.81 2.41 Shapeways SHPW ... dd 3.16 +0.65 ... 55.55 19.91 SunnovaEnergy NOVA ... dd 20.29 –3.30 ... 5.13 2.35 Transocean RIG ... dd 3.12 –0.40 ... 38.46 Vapotherm VAPO ... dd 14.99 –2.20 ...
44.25 30.01 Sunoco SUN 7.7 8 42.96 –0.30 .8255 6.09 4.05 TransportadGas TGS ... 8 4.34 –0.36 ... 12.97 8.09 VectorGroup VGR 6.9 9 11.58 –0.12 .20 173.24 80.00 Workiva WK ... dd 110.97 –5.85 ...
1.63 0.27 ShapewaysWt SHPW.WT ... ... .33 ... ... 60.32 40.67 Vectrus VEC ... 10 46.65 –0.41 ... 37.68 24.29 WorldFuelSvcs INT 1.8 31 26.92 –1.57 .12
30.66 17.06 ShawComm B SJR 3.0 18 29.81 –0.36 .0791 13.91 10.14 SunstoneHotelInv SHO ... dd 11.12 –0.70 ... 125.35 83.12 TransUnion TRU .4 42 101.81 –6.68 .095
9.72 4.03 SuperiorIndsIntl SUP ... dd 4.16 –0.97 ... 68.26 43.40 Travel+Leisure TNL 2.6 22 53.64 –2.68 .35 343.96 216.61 VeevaSystems VEEV ... 83 222.08 –1.77 ... 10.20 9.76 WorldQuantumA WQGA ... ... 9.82 +0.01 ...
16.50 10.51 ShellMidstream SHLX 9.5 10 12.69 –0.40 .30 5.02 10.18 9.93 WorldQuantumGwthUn WQGA.UT ... ... 10.10 ... ...
354.15 218.06 SherwinWilliams SHW .8 40 292.85 –15.61 .55 10.23 9.71 SupernovaPtrsIII STRE.UT ... ... 9.88 ... ... 169.49 135.87 Travelers TRV 2.2 11 162.61 –0.60 .88 13.18 Velo3D VLD ... dd 5.41 –0.18 ...
...
10.00 9.58 Supernova III A STRE ... dd 9.70 –0.04 ... 12.87 8.05 TrebiaAcqn TREB.UT ... ... 9.00 –0.34 ... 4.18 0.95 Velo3DWt VLD.WT ... ... 1.10 –0.13 ... 0.87 0.49 WorldQuantumWt WQGA.WT ... .55 –0.06 ...
104.11 46.24 Shift4Paymts FOUR ... dd 46.43 –4.57 ... 70.72 45.87 WW Ent WWE 1.0 32 49.65 –3.52 .12
39.17 27.51 ShinhanFin SHG 4.5 5 32.69 –0.69 .2191 1.50 0.62 Supernova III Wt STRE.WT ... ... .65 –0.10 ... 11.99 7.70 TrebiaAcquisition TREB ... dd 8.76 –0.21 ... 14.00 6.45 VelocityFinl VEL ... 14 12.87 –0.74 ...
75.45 47.79 WorthingtonInds WOR 2.2 6 51.37 –6.82 .28
13.95 9.80 SupernovaPtrsII SNII.UT ... ... 10.28 –0.14 ... 2.98 0.85 TrebiaAcqnWt TREB.WT ... ... .88 –0.32 ... 5.85 2.20 VenatorMaterials VNTR ... dd 2.62 +0.16 ...
1762.92 868.75 Shopify SHOP ... 33 882.12 –220.79 ... cc dd 61.09 45.40 Ventas VTR 3.4 cc 52.48 –0.45 .45 91.41 56.70 WyndhamHtls WH 1.6 41 81.48 –4.31 .32
9.86 9.80 ShoulderUpTechA SUAC ... ... 9.83 –0.02 ... 12.75 9.62 SupernovaPtrsII A SNII ... 9.90 –0.08 ... 9.38 6.26 TrecoraResources TREC ... 8.03 –0.27 ...
4.94 0.74 SupernovaII Wt SNII.WT ... ... 1.31 –0.19 ... 18.39 10.59 Tredegar TG 4.2 10 11.33 –0.47 .12 40.46 19.28 Veoneer VNE ... dd 35.29 –0.18 ...
10.15
0.60
10.00
0.45
ShoulderUpTechUn
ShoulderUpTechWt
SUAC.UT
SUAC.WT
...
...
...
...
10.05
.46
–0.04
–0.03
...
... 14.45
56.20
8.37
22.81
Suzano
Sweetgreen
SUZ
SG
1.1
...
6
...
10.90
24.55
–0.49
–1.66
.1306
...
55.50
4.83
33.90
0.37
TreeHouseFoods
TrepontAcqnI Wt
THS
TACA.WT
...
...
71
...
40.64
.41
–3.04
–0.11
...
...
19.90
158.99
12.05
17.79
VerisResidential
Veritiv
VRE
VRTV
...
...
dd
12
16.97
89.11
–1.80
–14.19
...
...
XYZ
128.36 62.21 Shutterstock SSTK .9 33 90.09 –3.39 .21 cc ... 59.85 49.69 Verizon VZ 4.8 10 53.16 –0.12 .64
20.68 11.15 Sibanye-Stillwater SBSW 8.7 4 15.20 +0.64 .8075 29.15 13.38 Switch SWCH .8 24.78 –0.98 .0525 11.49 10.10 TrepontAcqnI TACA.UT ... 10.19 –0.02 ... 17.88 2.09 XFinancial XYF ... 49 3.04 –0.04 ...
38.00 23.10 Sylvamo SLVM ... ... 30.39 –2.79 ... 10.75 9.68 TrepontAcqnI A TACA ... ... 9.98 –0.02 ... 16.27 4.34 VermilionEnergy VET ... 4 14.29 –1.55 ... 1.97
111.92 34.36 SignetJewelers SIG .9 7 80.00 –9.52 .18 52.49 33.41 SynchronyFin SYF 2.0 6 44.42 –4.25 .22 140.98 81.76 Trex TREX ... 48 93.35 –13.60 ... 27.29 11.25 Verso VRS 1.5 dd 26.59 –0.21 .10
22.40 XL Fleet XL ... dd 2.01 –0.72 ...
40.79 11.86 SignifyHealth SGFY ... dd 12.27 –0.71 ... 53.85 35.44 SynovusFin SNV 2.7 10 49.08 –4.58 .33 28.29 17.84 TriPointe TPH ... 7 24.19 –1.98 ... 18.44 6.73 VerticalAerospace EVTL ... dd 8.21 –0.48 ...
90.78 63.29 XPO Logistics XPO ... 24 66.62 –3.79 ...
34.83 5.41 SilverBowRscs SBOW ... dd 20.32 –4.02 ... 21.40 14.15 XeniaHotels XHR ... dd 17.37 –1.27 ...
86.73 68.05 Sysco SYY 2.4 58 77.41 –2.38 .47 15.46 5.49 TriconRes TCN 1.6 6 14.53 –0.80 .058 1.75 0.56 VerticalAeroWt EVTL.WT ... ... .76 –0.01 ... 4.12 0.54 XinyuanRealEst XIN ... ... .59 –0.01 ...
239.26 66.00 SilvergateCapital SI ... 33 94.62 –43.53 ... 10.20 10.00 TrineIIAcqn TRAQ.UT ... ... 10.13 ... ... 28.80 18.53 Vertiv VRT .0 54 21.34 –1.95 .01
25.50 14.44 Similarweb SMWB ... dd 14.94 –2.08 ... 60.04 22.73 XPeng XPEV ... dd 41.81 –7.88 ...
11.66
10.32
9.80
9.69
SimonPropAcqn
SimonPropA
SPGS.UT
SPGS
...
...
...
79
9.82
9.71
–0.08
–0.03
...
...
T 9.95
0.75
9.72
0.48
TrineIIAcqnA
TrineIIAcqnWt
TRAQ
TRAQ.WT
...
...
...
...
9.86
.48
+0.02
–0.13
...
...
52.73
15.79
34.09
5.03
Viad
VicariousSurgical
VVI
RBOT
...
...
dd
dd
36.79
5.13
–3.94
–1.97
...
...
24.73
138.78
9.87
94.63
XponentialFit
Xylem
XPOF
XYL
...
1.0
...
42
15.83
107.09
+1.51
–4.45
...
.28
109.40 69.43 TriNet TNET ... 19 83.07 –2.73 ... 2.95 0.20 VicariousSurgicWt RBOT.WT ... ... .75 –0.39 ... 108.82 60.75 Yeti YETI ... 29 66.53 –4.25 ...
1.88 0.66 SimonPropWt SPGS.WT ... ... .66 –0.10 ... 90.96 3.17 TAL Education TAL ... ... 3.34 –0.12 ... 33.77 24.70 TrinityIndustries TRN 3.3 dd 27.57 –3.28 .23 76.00 39.79 Victoria'sSecret VSCO ... 7 52.47 –3.86 ...
171.12 90.56 SimonProperty SPG 4.5 26 146.96 –8.74 1.65 34 5.86 3.34 YPF YPF ... 5 3.83 –0.53 ...
55.34 41.89 TC Energy TRP 5.4 50.09 +0.07 .6908 76.49 44.20 Trinseo TSE 2.4 6 53.98 –3.22 .32 13.51 6.33 VinceHolding VNCE ... dd 9.04 +0.04 ... 41.35 5.64 Yalla YALA ... 15 6.13 –0.41 ...
141.26 91.91 SimpsonMfg SSD .9 22 113.79 –15.10 .25 10.23 9.80 TCW Spac TSPQ.UT ... ... 9.90 –0.02 ... 36.33 22.01 Triple-S Mgmt GTS ... 10 35.29 –0.35 ... 46.00 7.48 Vipshop VIPS ... 7 8.86 –0.43 ...
11.50 7.48 SiriusPoint SPNT ... 3 8.19 +0.01 ... 5.44 3.70 YamanaGold AUY 2.9 29 4.21 +0.03 .03
10.00 9.50 TCW Spac A TSPQ ... 32 9.70 –0.01 ... 19.25 13.39 TriplePtVent TPVG 8.9 7 16.21 –0.69 .36 62.80 8.46 VirginGalactic SPCE ... dd 8.47 –1.67 ... 25.47 1.43 YatsenHolding YSG ... dd 1.45 –0.28 ...
260.00 147.60 SiteOneLandscape SITE ... 37 181.82 –22.73 ... 1.02 0.42 TCW Spac Wt TSPQ.WT ... ... .43 –0.06 ... 9.89 9.69 TristarAcqnI TRIS ... ... 9.73 –0.03 ... 10.62 9.54 VirginGroupII VGII.UT ... ... 9.94 –0.10 ... 11.22 8.59 YellowstoneAcqn YSAC.UT ... ... 8.78 –1.67 ...
51.75 30.88 SixFlags SIX ... 81 39.08 –1.60 ... 30.00 12.46 TDCX TDCX ... 26 12.56 –2.60 ... 10.10 9.87 TristarAcqnI TRIS.UT ... ... 9.95 –0.03 ... 10.55 9.64 VirginGrpII A VGII ... ... 9.86 +0.03 ... 10.93 8.00 YellowstoneAcqnA YSAC ... dd 8.49 –1.69 ...
55.87 33.80 SkechersUSA SKX ... 16 41.19 –2.44 ... 130.93 80.36 TD Synnex SNX 1.2 16 104.31 –2.51 .30 0.60 0.48 TristarAcqnIWt TRIS.WT ... ... .48 –0.07 ... 1.55 0.55 VirginGrpII Wt VGII.WT ... ... .65 –0.10 ...
13.60 8.24 SkeenaRscs SKE ... dd 12.66 +1.42 ... 2.30 0.56 YellowstoneAcqnWt YSAC.WT ... ... .57 –0.14 ...
166.44 116.87 TE Connectivity TEL 1.3 22 150.90 –9.84 .50 68.34 44.76 TritonIntl TRTN 4.3 10 59.97 –5.99 .65 8.24 2.07 VirnetX VHC ... dd 2.22 –0.22 ... 43.86 30.81 Yelp YELP ... 67 32.59 –3.01 ...
12.88 7.25 Skillsoft SKIL ... dd 7.26 –0.57 ... 22.09 15.32 Tegna TGNA 1.9 7 19.67 +0.26 .095 24.53 10.53 TriumphGroup TGI ... dd 18.63 –2.58 ... 252.67 190.10 Visa V .7 38 205.93 –8.74 .375 20.23 7.80 Yext YEXT ... dd 7.81 –0.86 ...
3.75 1.20 SkillsoftWt SKIL.WT ... ... 1.26 –0.14 ... 24.00 19.74 Telus TU 4.5 31 23.33 –0.43 .26 26.33 15.16 Tronox TROX 1.8 14 22.61 –2.61 .10 26.50 19.00 Vishay VSH 1.9 10 20.54 –1.73 .10 6.80 2.43 YirenDigital YRD ... 10 2.80 –0.04 ...
46.30 4.82 Skillz SKLZ ... dd 4.84 –1.20 ... 39.91 26.92 TelusIntl TIXT ... cc 27.25 –2.10 ... 32.91 18.54 TrueBlue TBI ... 19 26.84 –2.46 ... 39.71 29.22 VishayPrecision VPG ... 31 33.06 –0.91 ...
85.92 31.72 SkylineChamp SKY ... 23 58.74 –9.50 ... 42.17 7.02 Youdao DAO ... dd 12.73 –0.86 ...
56.86 26.41 Ternium TX 6.8 2 42.60 –3.96 .80 68.95 47.69 TruistFinl TFC 3.1 14 61.47 –5.94 .48 7.00 2.42 VistaOil&Gas VIST ... cc 5.69 –0.52 ... 139.85 101.18 YumBrands YUM 1.6 24 124.24 –2.82 .50
15.14 7.05 SmartRent SMRT ... dd 7.11 –0.78 ... 120.50 51.13 TFI Intl TFII 1.1 17 96.63 +0.07 .27
85.65 51.11 Smartsheet SMAR ... dd 57.58 –5.12 ...
12.29 6.75 TsakosEnergy TNP 2.8 dd 7.23 –0.92 .10 52.69 27.02 VistaOutdoor VSTO ... 6 38.19 –5.32 ... 69.67 45.42 YumChina YUMC 1.1 30 45.67 –0.85 .12
13.61 9.81 TIM TIMB 2.4 10 11.76 +0.40 .2035 20.11 7.50 TufinSoftware TUFN ... dd 8.79 –0.52 ... 24.20 15.47 Vistra VST 2.8 dd 21.72 –0.87 .15 64.94 11.34 ZimIntShipping ZIM 17.2 2 58.12 –5.58 2.50
86.74 52.08 SmithAO AOS 1.5 27 76.82 –3.75 .28 77.35 61.15 TJX TJX 1.5 31 67.46 –3.72 .26 37.39 13.28 Tupperware TUP ... 78 14.32 –0.22 ... 0.84 0.10 VistraWt VST.WTA ... ... .17 –0.01 ... 38.96 25.23 ZTO Express ZTO .0 36 28.76 –2.44 .24
45.67 31.55 Smith&Nephew SNN 2.2 27 33.92 –0.95 .288 10.50 9.79 TLG Acqn One TLGA.UT ... ... 9.83 –0.04 ... 6.10 2.85 TurkcellIletism TKC ... 5 3.40 –0.26 ... 20.87 6.65 VivintSmartHome VVNT ... dd 6.66 –1.19 ... 166.60 90.51 Zendesk ZEN ... dd 94.74 –5.67 ...
145.82 111.59 Smucker SJM 2.8 20 143.22 –1.93 .99 9.90 9.50 TLGAcqnOneA TLGA ... 31 9.70 –0.01 ... 61.08 34.26 TurningPoint TPB .6 13 34.50 –2.27 .055 172.00 108.80 VMware VMW ... 26 123.74 –1.44 ... 20.25 4.26 ZeppHealth ZEPP ... 10 5.04 ... ...
83.34 32.00 Snap SNAP ... dd 32.12 –5.92 ... 1.00 0.46 TLGAcqnOneWt TLGA.WT ... ... .47 –0.03 ... 21.89 9.75 TurquoiseHill TRQ ... 6 15.45 –0.80 ... 79.43 31.93 VoceraComm VCRA ... dd 78.91 –0.05 ... 11.14 5.27 ZetaGlobal ZETA ... dd 8.05 –0.56 ...
259.99 174.32 SnapOn SNA 2.8 14 205.86 –14.27 1.42 35.97 9.90 TPGPaceBenFin TPGY.UT ... ... 9.97 –0.01 ... 20.24 11.45 TutorPerini TPC ... 6 11.45 –1.04 ... 18.33 4.70 Volta VLTA ... dd 4.70 –0.93 ... 17.50 6.43 ZeviaPBC ZVIA ... dd 7.64 –0.10 ...
405.00 184.71 Snowflake SNOW ... dd 267.56 –22.03 ... 34.28 9.80 TPGPaceBenA TPGY ... dd 9.83 +0.01 ... 27.65 4.83 Tuya TUYA ... dd 5.21 –0.25 ... 6.16 1.16 VoltaWt VLTA.WT ... ... 1.19 –0.30 ... 164.16 1.69 ZhangmenEducation ZME ... dd 1.78 –0.15 ...
19.35 10.19 SocialCapHedIV IPOD.UT ... ... 10.21 –0.38 ... 12.00 0.64 TPGPaceBenWt TPGY.WT ... ... .78 +0.08 ... 457.30 191.48 Twilio TWLO ... dd 192.06 –23.10 ... 37.08 28.24 Vontier VNT .4 11 28.27 –1.73 .025 13.85 4.15 Zhihu ZH ... dd 4.21 –0.40 ...
6.68 1.11 SocialCapHedosIVWt IPOD.WT ... ... 1.14 –0.46 ... 10.83 9.65 TPGPaceBenII YTPG ... ... 9.76 –0.02 ... 10.21 9.77 TwinRidgeCap TRCA.UT ... ... 9.87 –0.05 ... 50.91 35.89 VornadoRealty VNO 5.1 dd 41.77 –4.51 .53 180.36 116.60 ZimmerBiomet ZBH .8 31 122.54 –4.84 .24
18.31 9.82 SocialCapHedIV A IPOD ... dd 9.91 –0.28 ... 14.55 9.58 TPG RE Fin TRTX 7.8 29 12.25 –0.99 .07 10.20 9.62 TwinRidgeCapA TRCA ... ... 9.71 ... ... 74.97 54.46 VoyaFinancial VOYA 1.1 4 69.74 –4.75 .20 32.90 19.32 ZipRecruiter ZIP ... 75 20.04 –3.73 ...
19.35 10.03 SocialCapHedVI IPOF.UT ... ... 10.25 –0.35 ... 12.85 9.80 TailwindAcqn TWND.UT ... ... 10.03 –0.03 ... 1.60 0.47 TwinRidgeCapWt TRCA.WT ... ... .48 –0.07 ... 213.65 143.10 VulcanMatls VMC .8 38 186.02 –6.21 .37 249.27 141.41 Zoetis ZTS .6 48 200.33 –5.85 .325
17.81 9.77 SocialCapHedVI A IPOF ... dd 9.97 –0.23 ... 11.65 8.68 TailwindAcqnA TWND ... dd 9.84 ... ... 80.75 34.80 Twitter TWTR ... dd 34.82 –3.62 ... 13.72 9.90 VyGlblGrowth VYGG.UT ... ... 9.93 ... ... 23.25 12.79 Zuora ZUO ... dd 15.96 –0.03 ...
6.97 1.20 SocialCapHedVI Wt IPOF.WT ... ... 1.22 –0.48 ... 2.75 0.45 TailwindAcqnWt TWND.WT ... ... .45 –0.02 ... 10.03 9.66 twoA TWOA ... ... 9.70 –0.02 ... 12.74 9.67 VyGlblGrowthA VYGG ... 50 9.80 ... ... 38.32 17.96 ZurnWaterSolns ZWS .4 30 31.51 –1.19 .03
1.25 0.59 SocialLvgI Wt SLAC.WT ... ... .60 –0.18 ... 10.67 9.74 TailwindIntlAcqn TWNI.UT ... ... 9.82 –0.06 ... 8.15 5.43 TwoHarbors TWO 12.4 5 5.50 –0.36 .17 5.05 0.73 VyGlblGrowthWt VYGG.WT ... ... .75 –0.03 ... 53.50 11.00 Zymeworks ZYME ... dd 11.21 –3.76 ...
11.20 9.80 SocialLvgI SLAC.UT ... ... 9.88 –0.05 ... 10.15 9.60 TailwindIntlA TWNI ... 32 9.70 –0.01 ... 557.55 372.80 TylerTech TYL ... cc 454.53 –25.99 ...
10.28 9.61 SocialLvgI A SLAC ... cc 9.73 –0.03 ... 0.44
W
1.03 TailwindIntlWt TWNI.WT ... ... .51 +0.01 ... 94.09
71.50 40.53 SOQUIMICH SQM .7 62 54.61 –1.94 .9102 10.10 9.62 TailwindTwoA TWNT ... dd 9.86 –0.03 ...
62.59 TysonFoods TSN 2.0 11 89.93 –3.83 .46
NYSE ARCA
15.08 6.11 SolarisOilfield SOI 5.7 dd 7.38 –0.58 .105
U
1.49 0.55 TailwindTwoWt TWNT.WT ... ... .61 –0.14 ...
23.00 13.27 SolarWinds SWI ... 20 13.40 –0.49 ... 145.00 107.58 TaiwanSemi TSM 1.2 30 124.53 –16.13 .3911 5.14 2.19 W&T Offshore WTI ... dd 4.08 –0.31 ... 13.00 7.88 EmpireStateReal60 OGCP 1.7 ... 8.48 –1.07 .035
23.39 10.53 SoloBrands DTC ... ... 10.84 –5.09 ... 19.97 13.17 TakedaPharm TAK 4.8 10 14.66 –0.09 .3921 99.86 80.55 WEC Energy WEC 3.0 23 96.99 +0.74 .7275 13.05 8.00 EmpireStateRealES ESBA 1.6 ... 9.01 –0.62 .035
12.24 5.30 Sonendo SONX ... ... 6.66 –1.51 ... 18.93 8.26 TalosEnergy TALO ... dd 9.78 –1.53 ... 19.79 14.33 UBS Group UBS 1.9 9 19.03 –0.59 .37 234.64 123.01 WEX WEX ... dd 151.40 –5.82 ... 62.17 34.91 US Oil Fund USO ... ... 60.78 +0.81 ...
58.00 39.25 SonicAutomotive SAH 1.0 6 45.89 –2.30 .12 22.51 11.81 Tanger SKT 4.1 dd 17.98 –1.46 .1825 61.06 37.85 UDR UDR 2.6 cc 56.33 –2.25 .3625 91.48 67.18 WNS WNS ... 37 85.61 –5.67 ... 24.00 13.62 USBrentOilFd BNO ... ... 23.50 +0.33 ...
55.17 19.73 SonidaSrLiving SNDA ... 1 28.73 –1.71 ... 49.67 30.24 Tapestry TPR 2.7 13 36.55 –1.82 .25 48.55 35.52 UGI UGI 3.0 7 45.23 –1.03 .345 83.19 65.89 W.P.Carey WPC 5.6 31 75.93 –3.23 1.055 45.67 26.03 USGasolineFd UGA ... ... 44.89 +0.07 ...
69.83 54.82 SonocoProducts SON 3.2 dd 56.72 –1.81 .45 58.33 26.65 TargaResources TRGP .7 47 55.45 –2.33 .10 110.00 96.65 UGI Un UGIC 7.2 15 104.00 –0.45 1.8125 82.31 51.86 WPP WPP 2.3 dd 79.71 –1.95 .8714 22.10 8.95 US NatGas UNG ... ... 13.10 –1.07 ...
133.75 91.75 Sony SONY .4 17 111.63 –13.16 .2441 268.98 166.83 Target TGT 1.7 16 217.25 –4.15 .90 27.50 14.59 UMH Prop UMH 3.3 37 23.94 –0.98 .20 21.63 13.04 WabashNational WNC 1.6 32 19.71 –1.92 .08 15.55 7.61 US12mthNtlGas UNL ... ... 12.35 –0.75 ...
29.24 20.75 SoJerseyInd SJI 5.1 15 24.38 –1.65 .31 80.00 45.00 TaroPharm TARO ... cc 46.28 –2.29 ... 59.32 38.02 Unitil UTL 3.4 19 45.12 –1.44 .38 99.17 71.05 Wabtec WAB .5 38 90.33 –5.37 .12 31.60 18.08 US12moOilFd USL ... ... 31.02 +0.44 ...
52 BARRON’S January 24, 2022

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.
73.50 10.28 BridgeBioPharma BBIO ... dd 10.30 –2.45 ... 49.50 33.33 ChemungFinl CHMG 2.7 8 45.52 –0.57 .31
52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 21.80 11.35 BridgfordFoods BRID ... cc 12.43 –0.22 ... 73.66 40.00 ChesapeakeEner CHK 2.8 8 63.04 –8.48 .4375
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. 25.26 9.20 Brightcove BCOV ... 57 9.34 –0.51 ... 40.49 15.00 ChesapeakeWtC CHKEL ... ... 30.85 –6.16 ...
58.28 35.32 BrighthouseFin BHF ... dd 52.59 –5.59 ... 20.29 15.50 ChicagoAtlRealEst REFI 5.5 ... 18.95 +0.67 .26
82.96 54.64 AltairEngg ALTR ... dd 59.35 –4.85 ... 91.98 23.60 Atlanticus ATLC ... 10 62.51 –9.40 ... 10.55 10.15
A 10.20
10.78
9.97
3.85
AltEnergyAcqn
AltEnergyA
AEAEU
AEAE
...
...
...
...
10.01
9.89
–0.15
–0.02
...
...
97.13
15.40
51.01
7.50
AtlasAir
AtlasTech
AAWW
ATCX
...
... dd
5 78.31
7.90
–3.90
–0.60
...
...
20.39
10.03 10.00
BrilliantEarthA
BroadCapital
BRLT
BRACU
...
...
4
...
10.65
10.03
–1.77
+0.02
...
...
47.72
113.50 60.55
ChickenSoupA
Children'sPlace
CSSE
PLCE
...
...
dd
6
10.70
63.09
–2.84
–10.46
...
...
677.76 419.14 Broadcom AVGO 3.1 36 533.23 –63.14 4.10 11.57 4.75 Chimerix CMRX ... dd 5.51 –0.49 ...
83.79 59.22 AAON AAON .6 49 65.66 –5.80 .19 0.95 0.47 AltEnergyWt AEAEW ... ... .49 –0.01 ... 483.13 198.80 Atlassian TEAM ... dd 283.00 –14.39 ... 17.74 12.36 BrooklineBcp BRKL 3.0 11 16.63 –1.02 .125 2.59 0.73 ChinaIndex CIH ... ... 1.00 –0.01 ...
54.58 15.68 AcadiaPharm ACAD ... dd 21.18 –1.87 ... 24.61 6.88 Altimmune ALT ... dd 6.99 –0.85 ... 20.29 1.93 Atreca BCEL ... dd 2.02 –0.10 ... 80.67 2.58 BrooklynImmuno BTX ... dd 2.67 –0.55 ... 27.47 4.50 Chindata CD ... 61 4.56 –0.75 ...
43.23 28.39 ACI Worldwide ACIW ... 46 33.28 –1.27 ... 14.58 5.61 AltisourcePortf ASPS ... dd 10.92 –0.83 ... 89.18 56.21 AtriCure ATRC ... 65 61.45 –3.99 ... 92.35 54.46 Bruker BRKR .2 38 66.47 –4.25 .04 19.85 10.48 ChinookTherap KDNY ... dd 12.72 –1.74 ...
12.61 4.30 AC Immune ACIU ... dd 4.34 –0.48 ... 68.07 45.05 AltraIndlMotion AIMC .7 21 47.14 –3.48 .08 805.62 579.96 Atrion ATRI 1.3 35 617.10 –75.39 1.95 10.28 10.00 BullpenParlayAcqUn BPACU ... ... 10.00 –0.03 ... 44.72 24.14 ChipMOSTechs IMOS 3.7 8 33.65 –2.20 1.5679
144.81 60.84 ACM Research ACMR ... 52 73.62 –15.05 ... 91.00 45.80 AltusMidstream ALTM 9.5 12 62.95 –1.82 1.50 50.48 31.25 AuburnNatlBncp AUBN 3.1 15 33.70 –0.25 .26 84.80 29.50 Bumble BMBL ... 11 30.00 –3.25 ... 262.20 175.01 ChurchillDowns CHDN .3 36 203.32 –9.41 .667
37.77 14.78 ACV Auctions ACVA ... dd 15.00 –0.68 ... 20.22 13.29 AmalgamFin AMAL 2.0 10 15.85 –1.39 .08 37.35 25.90 AudioCodes AUDC 1.1 29 29.24 –3.54 .17 16.80 5.18 BurgerFiIntl BFI ... dd 5.28 –0.43 ... 49.99 23.81 Chuy's CHUY ... 19 24.27 –3.49 ...
3.11 1.01 ADMA Biologics ADMA ... dd 1.45 +0.05 ... 9.25 3.04 Amarin AMRN ... dd 3.07 –0.45 ... 26.16 13.50 AuraBiosciences AURA ... dd 17.81 +1.41 ... 4.46 0.50 BurgerFiIntlWt BFIIW ... ... .67 –0.06 ... 3.15 0.82 CidaraTherap CDTX ... dd .83 –0.14 ...
25.50 18.91 AFC Gamma AFCG 8.7 18 19.21 –1.29 .50 3773.08 2841.41 Amazon.com AMZN ... 56 2852.86 –389.90 ... 33.97 9.72 AuriniaPharm AUPH ... dd 16.26 –3.45 ... 39.75 8.79 BurningRockBio BNR ... dd 9.12 +0.05 ... 128.87 65.35 Cimpress CMPR ... dd 71.71 –1.89 ...
18.84 14.42 AGNC Invt AGNC 9.8 6 14.73 –0.58 .12 227.59 82.59 Ambarella AMBA ... dd 134.95 –20.87 ... 18.98 4.41 AuroraCannabis ACB ... dd 4.46 –1.05 ... 10.06 9.94 BurTechAcqn BRKHU ... ... 10.01 –0.03 ... 127.25 83.56 CincinnatiFin CINF 2.2 7 114.46 –5.08 .63
10.00 9.95 AIB Acqn AIBBU ... ... 9.96 ... ... 82.38 68.33 Amdocs DOX 1.9 14 75.08 –0.62 .36 17.77 5.36 AuroraInnov AUR ... dd 5.46 –1.80 ... 29.50 20.00 BusFirstBcshs BFST 1.8 10 27.13 –1.77 .12 22.67 13.01 CinCorPharma CINC ... ... 18.20 +2.06 ...
2.78 0.96 ALJ Regional ALJJ ... dd 1.79 +0.08 ... 325.12 132.63 Amedisys AMED ... 20 133.03 –13.76 ... 6.20 1.03 AuroraInnovWt AUROW ... ... 1.09 –0.38 ... 14.77 4.01 BuzzFeed BZFD ... dd 4.44 –0.04 ... 2.95 0.82 Cinedigm CIDM ... dd .88 –0.19 ...
10.15 10.01 ALSPOrchidIUn ALORU ... ... 10.07 +0.03 ... 36.72 13.63 AmerantBncpA AMTB .2 11 33.81 –0.68 .09 11.00 0.90 AuroraMobile JG ... dd .95 ... ... 14.69 2.90 Cadiz CDZI ... dd 3.03 –0.28 ... 461.44 314.62 Cintas CTAS 1.0 35 379.51 –17.94 .95
0.50 0.35 ALSPOrchidI Wt ALORW ... ... .40 +0.05 ... 769.90 448.48 Amerco UHAL .0 12 617.02 –59.19 .50 344.39 238.82 Autodesk ADSK ... 40 239.19 –19.91 ... 55.00 37.98 C&F Fin CFFI 3.0 6 53.50 +0.50 .40 15.39 2.73 CipherMining CIFR ... dd 2.77 –0.60 ...
10.56 9.86 ALSPOrchidI A ALOR ... ... 9.87 –0.04 ... 7.11 4.32 AmerFirstMultifam ATAX 11.9 15 6.39 –0.37 .08 9.12 3.92 AutolusTherap AUTL ... dd 3.96 –0.45 ... 25.72 17.76 CB FinSvcs CBFV 4.0 17 24.25 –0.16 .24 3.55 0.61 CipherMiningWt CIFRW ... ... .61 –0.21 ...
89.04 15.24 AlxOncology ALXO ... dd 15.44 –3.06 ... 26.09 15.02 AmerAirlines AAL ... dd 16.30 –2.19 ... 248.96 159.81 ADP ADP 1.9 34 217.13 –11.62 1.04 33.29 24.08 CBTX CBTX 1.7 16 30.41 –1.30 .13 100.97 71.11 CirrusLogic CRUS ... 21 86.20 –8.10 ...
83.63 32.96 AMC Networks AMCX ... 5 35.97 –6.23 ... 91.66 74.80 AEP AEP 3.5 19 89.97 –1.01 .78 11.59 5.50 AvadelPharm AVDL ... dd 5.57 –0.89 ... 55.51 38.53 CDK Global CDK 1.4 5 42.73 –0.85 .15 64.29 44.15 CiscoSystems CSCO 2.6 21 56.68 –4.68 .37
67.10 50.56 Amerisafe AMSF 2.2 11 53.12 –2.24 .29 52.00 45.25 AmerElecPwrUn AEPPL 6.1 ... 50.36 –0.15 .7656 9.92 9.83 AvalonAcqn AVAC ... ... 9.87 +0.01 ... 208.71 130.22 CDW CDW 1.1 26 184.66 –6.98 .50 111.44 49.00 CitiTrends CTRN ... 7 50.57 –6.79 ...
80.93 26.24 A-MarkPrecMet AMRK .0 3 57.42 –1.33 2.00 54.09 44.71 AmerElecPwrUn AEPPZ 5.8 ... 53.07 –0.33 .7656 10.20 10.00 AvalonAcqn AVACU ... ... 10.10 –0.02 ... 83.95 35.79 CEVA CEVA ... dd 36.47 –4.09 ... 14.81 10.55 CtznCmntyBcp CZWI 1.6 8 13.99 +0.05 .23
60.23 26.10 ANI Pham ANIP ... dd 41.00 –2.03 ... 10.69 7.23 AmericanFin AFIN 10.2 dd 8.32 –0.60 .2125 0.47 0.30 AvalonAcqnWt AVACW ... ... .30 –0.04 ... 10.16 9.96 CFAcqnCorp.VII CFFSU ... ... 9.96 –0.05 ... 27.88 17.00 CitizensHolding CIZN 5.3 13 18.17 –0.03 .24
413.89 292.79 Ansys ANSS ... 61 325.74 –22.80 ... 40.34 27.15 AmNtlBcsh AMNB 3.0 9 37.42 –2.10 .28 13.00 5.64 AveannaHealth AVAH ... ... 5.84 –0.51 ... 51.21 23.00 C4 Therap CCCC ... dd 23.40 –4.14 ... 145.19 78.07 CitrixSystems CTXS 1.5 40 101.12 +5.32 .37
34.40 14.03 APA APA 1.7 19 30.10 –3.19 .125 195.89 88.38 AmericanNatl ANAT 1.7 7 188.46 –0.27 .82 17.28 5.47 AvePoint AVPT ... dd 5.51 –0.72 ... 112.15 84.67 CH Robinson CHRW 2.1 19 104.98 –3.31 .55 88.49 68.55 CityHolding CHCO 3.0 14 79.77 –5.24 .60
24.66 14.39 ARKRestaurants ARKR ... 5 16.71 –0.61 ... 36.62 16.08 AmOutdoorBrands AOUT ... 13 16.15 –1.00 ... 4.94 0.81 AvePointWt AVPTW ... ... .85 –0.19 ... 10.38 9.75 CIIGCapPtrsII CIIG ... ... 9.82 –0.05 ... 32.36 15.43 Clarus CLAR .5 38 21.72 –1.98 .025
895.93 501.11 ASML ASML .5 44 694.73 –49.80 2.0843 39.19 18.11 AmericanPubEdu APEI ... 21 20.23 –2.37 ... 43.76 17.10 AviatNetworks AVNW ... 5 28.21 –3.25 ... 10.71 9.99 CIIGCapitalPtrsII CIIGU ... ... 10.24 –0.08 ... 31.24 1.33 ClarusTherap CRXT ... 4 1.35 –0.23 ...
25.37 5.58 AST Space ASTS ... dd 5.60 –0.92 ... 33.27 18.41 AmerSoftware AMSWA 1.9 66 22.68 –2.25 .11 40.48 17.00 AvidTechnology AVID ... 40 29.08 –3.64 ... 1.00 0.50 CIIGCapPtrsIIWt CIIGW ... ... .73 +0.03 ... 2.02 0.20 ClarusTherapWt CRXTW ... ... .25 +0.04 ...
9.43 1.90 AST Space Wt ASTSW ... ... 1.91 –0.49 ... 30.76 7.95 AmerSupercond AMSC ... dd 7.98 –1.62 ... 29.59 14.10 AvidityBio RNA ... dd 14.22 –3.61 ... 17.29 6.50 CimComm CMCT 4.1 dd 7.27 –0.25 .075 19.79 5.13 CleanEnerFuels CLNE ... dd 5.14 –0.94 ...
19.75 1.00 ATA Creativity AACG ... dd 1.75 –0.16 ... 108.81 56.29 AmericanWoodmark AMWD ... 40 59.63 –5.14 ... 27.44 10.02 AvidXchange AVDX ... dd 10.05 –1.38 ... 19.78 1.87 CLPS CLPS ... 5 1.88 –0.30 ... 86.71 27.67 Clearfield CLFD ... 32 46.92 –20.92 ...
22.91 5.20 ATAI Life ATAI ... dd 5.26 –0.70 ... 177.45 94.56 AmerCarMart CRMT ... 6 96.50 –3.00 ... 545.11 38.89 AvisBudget CAR ... 14 175.09 –20.22 ... 198.61 119.19 CMC Materials CCMP 1.0 dd 180.00 –7.65 .46 7.73 1.86 ClearsideBiomed CLSD ... dd 1.89 –0.34 ...
52.65 37.51 ATN Intl ATNI 1.7 dd 39.44 –1.33 .17 59.85 36.60 AmerisBancorp ABCB 1.2 9 50.29 –4.98 .15 45.43 34.82 Avnet AVT 2.5 12 39.17 –3.01 .24 234.04 177.73 CME Group CME 1.6 33 225.91 +2.72 3.25 28.85 2.51 CloverHealth CLOV ... dd 2.53 –0.58 ...
18.24 3.39 AveoPharma AVEO ... dd 3.42 –0.53 ... 5.34 3.35 AmeriServFin ASRV 2.6 11 3.92 –0.09 .025 6.52 2.85 Aware AWRE ... dd 2.90 –0.14 ... 28.59 20.20 CNB FinPA CCNE 2.6 10 26.43 –1.57 .175 11.10 2.18 ClovisOncology CLVS ... dd 2.19 –0.52 ...
20.07 1.79 AVROBIO AVRO ... dd 1.83 –0.23 ... 276.69 198.64 Amgen AMGN 3.4 23 227.72 –7.64 1.94 77.60 33.36 AxcelisTechs ACLS ... 27 59.99 –11.40 ... 58.62 15.51 CompassPath CMPS ... dd 15.77 –2.13 ... 54.41 19.61 CoastalFinl CCB ... 25 48.57 –3.51 ...
15.84 6.53 AXT AXTI ... 24 7.54 –1.00 ... 21.34 8.40 AmicusTherap FOLD ... dd 8.99 –1.54 ... 6.84 1.45 AxcellaHealth AXLA ... dd 1.61 –0.21 ... 38.92 5.90 CPI Card PMTS ... 8 15.10 –2.68 ... 638.00 252.14 CocaColaCon COKE .2 23 575.99 –39.61 .25
24.38 16.79 Abcam ABCM ... cc 16.80 –1.04 ... 29.50 15.51 AmkorTech AMKR .9 10 21.60 –3.39 .05 212.37 121.09 AxonEnterprise AXON ... dd 132.96 –4.21 ... 116.71 52.09 CRA Intl CRAI 1.4 17 86.00 –2.47 .31 63.04 44.34 Coca-ColaEuro CCEP 2.9 35 56.70 –2.96 1.62
55.22 8.51 AbCelleraBio ABCL ... 12 8.64 –1.41 ... 25.87 16.91 AmphastarPharm AMPH ... 35 24.75 –0.62 ... 79.81 46.96 Axonics AXNX ... dd 49.33 –4.53 ... 191.10 62.21 CRISPR Therap CRSP ... 13 62.61 –5.16 ... 25.70 6.16 CodexDNA DNAY ... dd 7.26 –0.28 ...
387.40 261.27 Abiomed ABMD ... 94 304.57 +3.35 ... 15.44 9.17 AmrytPharma AMYT ... dd 10.27 –0.28 ... 78.00 19.38 AxsomeTherap AXSM ... dd 23.71 –4.89 ... 59.48 42.58 CSG Systems CSGS 1.8 26 56.19 –1.33 .25 42.01 16.55 Codexis CDXS ... dd 19.83 –3.67 ...
31.53 6.12 Absci ABSI ... dd 6.76 +0.12 ... 15.78 6.83 AmtechSystems ASYS ... 79 8.36 –1.07 ... 28.68 6.26 AyalaPharm AYLA ... dd 6.74 +0.11 ... 2.35 1.11 CSI Compressco CCLP 2.7 dd 1.46 –0.08 .01 31.95 6.30 CodiakBioSci CDAK ... dd 6.77 –2.36 ...
21.20 7.53 AbsoluteSftwr ABST 3.3 dd 7.66 –0.42 .0639 23.16 16.00 AmylyxPharm AMLX ... ... 18.52 –2.09 ... 124.79 70.17 Azenta AZTA .5 52 77.67 –9.90 .10 12.53 7.77 CSP CSPI ... 59 8.40 –0.25 ... 23.85 15.29 CodorusValleyBncp CVLY 2.7 13 21.88 –0.23 .15
9.09 4.30 AcaciaResearch ACTG ... dd 4.34 –0.45 ... 23.42 4.17 Amyris AMRS ... dd 4.17 –0.82 ... 18.20 4.10 AziyoBiologics AZYO ... dd 6.40 –0.60 ... 145.50 110.20 CSW Industrials CSWI .5 36 114.95 –5.57 .15 12.10 5.83 CogentBio COGT ... dd 7.65 –0.48 ...
51.08 20.31 AcademySports ASO ... 6 36.33 –2.08 ... 191.95 142.25 AnalogDevices ADI 1.7 43 159.52 –12.48 .69 38.01 27.70 CSX CSX 1.1 21 34.10 –2.34 .0933 80.50 56.38 CogentComm CCOI 5.2 cc 60.99 –3.00 .83
68.65
59.69
48.62
17.53
AcadiaHealthcare
Accolade
ACHC
ACCD
...
...
22
dd
53.04
17.97
–4.59
–2.24
...
...
37.89
31.50
17.72
5.68
AnaptysBio
AnavexLifeSci
ANAB
AVXL
...
...
cc
dd
30.99
12.38
–2.75
–2.01
...
... BC 25.00
14.95
18.72
2.79
CVB Fin
CabalettaBio
CVBF
CABA
3.2
...
14
dd
22.29
2.85
–1.08
–0.58
.18
...
101.82
13.80
65.67
3.50
Cognex
CognitionTherap
CGNX
CGTX
.4
...
40
dd
66.09
3.50
–4.57
–2.75
.065
...
11.40 10.05 AccretionAcqn ENERU ... ... 10.16 –0.03 ... 40.29 22.85 Andersons ANDE 1.9 14 37.40 –1.88 .18 10.61 8.96 CactusAcqn1 CCTSU ... ... 10.06 +0.02 ... 92.03 66.19 CognizantTech CTSH 1.1 24 84.26 –2.94 .24
9.80 9.69 AccretionAcqn ENER ... ... 9.74 –0.02 ... 19.17 7.86 Angi ANGI ... dd 7.95 –0.26 ... 19.75 5.27 BBQ Holdings BBQ ... 7 13.73 –0.58 ... 10.76 9.82 CactusAcqn1 A CCTS ... ... 9.83 –0.17 ... 38.00 11.50 CognyteSoftware CGNT ... cc 11.55 –1.43 ...
0.37 0.29 AccretionAcqnRt ENERR ... ... .29 –0.01 ... 32.00 17.61 AngioDynamics ANGO ... dd 22.12 –0.51 ... 16.22 11.00 BCB Bancorp BCBP 4.0 9 15.88 –0.22 .16 0.57 0.45 CactusAcqn1 Wt CCTSW ... ... .46 –0.01 ... 270.99 189.43 Coherent COHR ... dd 255.16 –4.49 ...
0.48 0.33 AccretionAcqnWt ENERW ... ... .34 –0.04 ... 26.30 2.12 AngionBiomed ANGN ... dd 2.19 –0.13 ... 9.84 2.60 BELLUS Health BLU ... dd 5.56 –0.74 ... 192.70 118.11 CadenceDesign CDNS ... 60 148.30 –13.45 ... 22.22 12.21 CoherusBioSci CHRS ... dd 12.59 –1.31 ...
6.02 3.46 Accuray ARAY ... dd 4.05 –0.19 ... 48.37 31.99 AnikaTherap ANIK ... dd 31.99 –2.22 ... 6.52 3.52 BGC Partners BGCP 1.0 34 4.20 –0.18 .01 119.81 66.34 CaesarsEnt CZR ... dd 72.17 –10.67 ... 51.86 29.00 Cohu COHU ... 9 31.65 –4.70 ...
2.94 0.46 AcelRxPharm ACRX ... dd .49 –0.03 ... 38.01 6.84 Annexon ANNX ... dd 7.50 –1.08 ... 63.42 28.85 BJsRestaurants BJRI ... dd 29.25 –3.02 ... 19.80 10.20 Caesarstone CSTE 3.2 22 12.32 –0.24 .10 429.54 186.86 CoinbaseGlbl COIN ... 16 191.97 –38.06 ...
0.49 0.20 AchariVenturesIWt AVHIW ... ... .20 –0.08 ... 12.09 1.01 AnPacBioMed ANPC ... dd 1.04 –0.13 ... 120.20 72.81 BOK Fin BOKF 2.1 11 100.78 –15.53 .53 43.24 33.85 Cal-MaineFoods CALM .3 dd 40.87 –0.26 .034 26.91 17.22 CollegiumPharm COLL ... 7 17.71 –0.83 ...
9.90 9.82 AchariVenturesI AVHI ... ... 9.86 –0.01 ... 10.15 10.02 AnthemisDigital I ADALU ... ... 10.09 –0.03 ... 45.36 22.79 BRP Group BRP ... dd 28.76 –2.29 ... 14.51 5.43 CalAmp CAMP ... dd 5.43 –0.75 ... 150.64 87.10 ColliersIntl CIGI .2 dd 137.58 –1.16 .15
11.28 9.98 AchariVenturesI AVHIU ... ... 9.98 –0.13 ... 10.00 6.97 AnthemisDigA ADAL ... ... 9.87 –0.02 ... 102.96 65.01 BRP DOOO .5 10 76.08 –5.12 .102 85.40 33.25 CalavoGrowers CVGW 2.8 dd 41.27 –1.78 1.15 24.26 10.14 Collplant CLGN ... dd 10.23 –1.48 ...
18.95 3.96 AchillesTherap ACHL ... ... 4.03 –0.04 ... 0.60 0.45 AnthemisDigI Wt ADALW ... ... .48 –0.02 ... 91.24 46.57 B RileyFin RILY 4.1 3 60.68 –20.13 1.00 22.50 11.96 CaliforniaBncp CALB ... 15 21.37 +0.12 ... 19.59 13.70 ColonyBankcorp CBAN 2.3 9 17.64 –0.39 .1025
30.38 9.51 AclarisTherap ACRS ... dd 9.74 –1.07 ... 73.00 27.50 ApellisPharm APLS ... dd 35.46 –4.90 ... 19.76 6.10 BTRS BTRS ... dd 6.11 –0.54 ... 3.34 0.45 CalitheraBiosci CALA ... dd .45 –0.09 ... 50.68 30.09 ColumbiaBanking COLB 3.4 13 35.03 –1.92 .30
8.15 1.78 AcordaTherap ACOR ... dd 1.86 –0.30 ... 50.45 33.88 ApogeeEnt APOG 1.9 dd 45.86 –3.12 .22 36.50 12.00 Backblaze BLZE ... dd 12.29 –0.81 ... 33.19 14.22 CalliditasTherap CALT ... dd 21.12 –2.05 ... 21.24 14.72 ColumbiaFin CLBK ... 24 20.13 –0.80 ...
104.53 56.40 ActivisionBliz ATVI .6 24 81.35 +15.96 .47 10.39 3.90 ApolloEnd APEN ... dd 5.55 –0.36 ... 354.82 132.14 Baidu BIDU ... 26 156.84 +2.31 ... 17.43 3.15 CalumetSpecialty CLMT ... dd 14.00 –1.42 ... 114.98 85.28 ColumbiaSportswr COLM 1.2 20 89.36 –1.91 .26
26.98 4.95 AcumenPharm ABOS ... dd 5.18 –0.20 ... 15.27 11.75 ApolloInv AINV 9.6 6 12.92 –0.32 .05 27.88 18.75 BakerHughes BKR 2.6 dd 27.24 –0.22 .18 12.43 1.76 Calyxt CLXT ... dd 1.86 –0.26 ... 57.06 39.62 ColumbusMcKinn CMCO .5 51 46.70 –2.83 .06
29.95 2.27 AcutusMedical AFIB ... dd 2.32 –0.34 ... 185.44 107.68 AppFolio APPF ... cc 110.63 –4.38 ... 174.29 106.29 Balchem BCPC .4 52 148.62 –6.90 .64 66.40 19.73 CambiumNtwks CMBM ... 12 19.74 –3.88 ... 61.80 46.29 Comcast A CMCSA 2.0 16 49.73 –1.95 .25
31.83 7.00 Adagene ADAG ... ... 7.47 –0.72 ... 42.90 3.51 AppHarvest APPH ... dd 3.55 –0.47 ... 42.28 9.77 BallardPower BLDP ... dd 9.85 –1.13 ... 51.85 36.75 CamdenNational CAC 3.2 10 49.40 –1.42 .40 79.10 61.81 CommerceBcshrs CBSH 1.5 16 68.00 –6.50 .2625
78.82 4.92 AdagioTherap ADGI ... dd 6.29 +0.59 ... 18.58 0.55 AppHarvestWt APPHW ... ... .60 ... ... 78.51 53.77 BancFirst BANF 1.9 15 74.90 –2.63 .36 49.60 22.44 Camtek CAMT ... 30 37.20 –5.87 ... 13.61 6.92 CommVehicle CVGI ... 15 7.85 –0.61 ...
7.34 2.85 AdaptimmuneTher ADAP ... dd 2.89 –0.41 ... 260.00 51.01 Appian APPN ... dd 51.30 –4.32 ... 196.70 59.06 Bandwidth BAND ... dd 59.72 –8.23 ... 39.10 4.30 Canaan CAN ... 8 4.35 –1.33 ... 22.18 8.83 CommScope COMM ... dd 8.84 –1.34 ...
68.25 16.30 AdaptiveBiotech ADPT ... dd 16.39 –2.96 ... 182.94 116.21 Apple AAPL .5 29 162.41 –10.66 .22 51.39 34.35 BankOZK OZK 2.5 11 48.15 –2.31 .30 67.39 24.91 CanadianSolar CSIQ ... 22 25.18 –3.07 ... 11.45 2.17 CommsSystems JCS .0 5 2.23 –0.11 3.50
129.01 73.06 AddusHomeCare ADUS ... 31 77.24 –7.81 ... 9.67 1.56 AppliedGenetic AGTC ... dd 1.57 –0.17 ... 31.31 21.26 BankofPrinceton BPRN 2.4 10 30.04 –0.36 .18 14.78 5.51 CandelTherap CADL ... dd 6.05 –0.20 ... 47.53 36.02 CmntyTrBcp CTBI 3.6 9 43.97 –1.98 .40
18.49 6.25 AdicetBio ACET ... dd 11.93 –2.63 ... 167.06 96.07 ApplMaterials AMAT .7 21 135.06 –31.94 .24 27.28 14.55 Bank7 BSVN 2.0 10 24.03 –1.93 .12 10.20 10.06 CannaGlblAcqn CNGLU ... ... 10.16 +0.01 ... 14.62 8.75 CommWestBcshs CWBC 2.1 9 13.40 –0.40 .07
699.54 420.78 Adobe ADBE ... 50 499.91 –20.69 ... 78.22 8.54 AppliedMolecular AMTI ... dd 8.84 –2.10 ... 12.79 8.48 BankFinancial BFIN 3.8 20 10.58 –0.24 .10 ... ... Canna-GlobalA CNGL ... ... 9.83 +9.83 ... 84.22 56.99 CommVaultSys CVLT ... cc 66.36 –3.32 ...
24.76 15.28 Adtran ADTN 2.1 cc 17.44 –2.20 .09 13.95 3.85 AppliedOptoelec AAOI ... dd 3.86 –0.25 ... 34.95 19.00 BankwellFin BWFG 2.2 14 33.30 –0.83 .18 ... ... Canna-GlobalWt CNGLW ... ... .30 ... ... 9.74 9.62 CompassDigitalAcqn CDAQ ... ... 9.65 –0.02 ...
8.41 4.60 AdvEmissions ADES ... 2 6.23 –0.37 ... 29.80 3.13 AppliedTherap APLT ... dd 3.17 –0.77 ... 66.79 44.01 Banner BANR 2.6 11 62.16 –4.17 .41
122.36 81.71 AdvEnergyInds AEIS .5 24 85.87 –7.86 .10 116.09 49.41 Applovin APP ... dd 68.49 –10.52 ... 57.00 12.30 Baozun BZUN ... cc 13.26 –0.23 ... 18.88 5.54 Canoo GOEV ... dd 5.54 –1.20 ... 10.04 9.81 CompassDigital CDAQU ... ... 9.86 –0.04 ...
164.46 72.50 AdvMicroDevices AMD ... 37 118.81 –18.07 ... 8.46 2.28 ApreaTherap APRE ... dd 2.30 –0.34 ... 86.82 62.30 BarrettBus BBSI 1.8 14 65.01 –0.94 .30 7.33 1.19 CanooWt GOEVW ... ... 1.44 –0.29 ... 0.95 0.65 CompassDigitalWt CDAQW ... ... .65 –0.06 ...
13.22 6.63 AdvantageSolns ADV ... dd 6.67 –0.61 ... 40.00 20.07 Apria APR ... 18 37.16 –0.14 ... 37.00 13.51 BassettFurniture BSET 4.0 7 13.55 –1.88 .14 56.50 7.18 CanopyGrowth CGC ... dd 7.29 –1.11 ... 10.75 6.63 CompoSecure CMPO ... dd 8.27 +0.78 ...
3.60 1.48 AdvantageSolnsWt ADVWW ... ... 2.33 –0.03 ... 4.73 2.06 Aptinyx APTX ... dd 2.86 –0.06 ... 20.36 14.38 BayCom BCML ... 11 19.87 –0.03 ... 13.25 7.25 Cantaloupe CTLP ... dd 7.69 –0.64 ... 2.50 0.61 CompoSecureWt CMPOW ... ... 1.34 +0.17 ...
14.60 1.52 AdverumBiotech ADVM ... dd 1.55 –0.10 ... 4.56 1.19 Aptorum APM ... dd 1.48 +0.16 ... 60.93 38.79 BeaconRoof BECN ... 14 53.96 –1.60 ... 18.42 12.80 CanterburyPark CPHC .0 16 17.50 +0.09 .07 14.17 3.63 Compugen CGEN ... dd 3.66 –0.23 ...
8.79 3.47 AegleaBioTherap AGLE ... dd 4.32 –0.23 ... 10.10 10.00 APxAcqnI APXIU ... ... 10.04 –0.02 ... 138.52 56.34 BeamTherap BEAM ... dd 62.86 –4.96 ... 28.16 13.81 CapitalBancorp CBNK .8 9 25.13 –1.56 .05 37.62 27.06 ComputerPrograms CPSI ... 25 27.60 –1.58 ...
27.44 4.06 Aemetis AMTX ... dd 8.89 –1.50 ... 17.50 8.65 ApyxMedical APYX ... dd 10.49 –1.14 ... 3.42 1.84 BeasleyBroadcast BBGI ... dd 1.93 –0.09 ... 29.00 21.42 CapitalCityBank CCBG 2.4 13 27.00 –0.87 .16 11.68 6.31 ComputerTask CTG ... 18 8.47 –0.12 ...
21.30 6.67 AeriePharm AERI ... dd 6.73 –0.82 ... 7.00 2.90 AquestiveTherap AQST ... dd 2.95 –0.74 ... 53.90 12.39 BedBath BBBY ... dd 12.96 –2.50 ... 17.00 8.37 CapitalProduct CPLP 2.6 4 15.18 –0.72 .10 5.25 2.66 comScore SCOR ... dd 2.94 –0.29 ...
29.43 7.74 AerovateTherap AVTE ... ... 8.25 –1.24 ... 9.95 2.16 Aravive ARAV ... dd 2.23 –0.20 ... 426.56 220.04 BeiGene BGNE ... dd 251.45 +12.81 ... 28.41 18.03 CapitalSouthwest CSWC 7.4 13 23.68 –1.02 .50 30.40 20.22 ComtechTel CMTL 2.0 cc 20.51 –2.56 .10
143.72 53.50 AeroVironment AVAV ... dd 57.31 –3.65 ... 0.60 0.45 ArborRaphaCapBioI ARCKW ... ... .46 –0.02 ... 22.00 12.38 BelFuse A BELFA 1.6 9 14.90 –0.85 .06 10.20 10.01 CapitalworksEMAcqn CMCAU ... ... 10.01 –0.04 ... 191.35 105.42 Concentrix CNXC .6 22 169.84 +3.20 .25
10.07 9.95 AestherHlthcrA AEHA ... ... 10.00 ... ... 10.37 10.00 ArborRaphaI ARCKU ... ... 10.08 –0.01 ... 23.00 10.58 BelFuse B BELFB 2.3 7 12.30 –1.35 .07 ... ... CapitalworksEM Wt CMCAW ... ... .40 ... ... 11.26 2.64 ConcertPharm CNCE ... dd 3.11 –0.04 ...
0.54 0.40 AestherHlthcrWt AEHAW ... ... .44 –0.01 ... 10.00 9.84 ArborRaphaCapBioI ARCK ... ... 9.95 –0.01 ... 17.58 9.87 Benefitfocus BNFT ... dd 10.47 –0.15 ... 14.38 10.67 CapitolFedFin CFFN 2.9 21 11.53 –0.02 .22 8.50 4.60 Conduent CNDT ... dd 5.02 –0.57 ...
11.24 1.95 AestheticMed AIH ... dd 3.77 +0.09 ... 6.50 2.43 ArbutusBiopharma ABUS ... dd 2.68 –0.63 ... 71.92 37.64 BentleySystems BSY .3 cc 38.51 –0.77 .03 23.00 13.68 CapStarFin CSTR 1.1 10 21.41 –0.63 .06 94.97 37.71 Confluent CFLT ... dd 59.89 –5.11 ...
10.12 9.99 AetheriumAcqn GMFIU ... ... 10.01 –0.02 ... 125.00 45.94 ArcBest ARCB .4 13 84.91 –5.85 .08 83.37 8.57 BerkeleyLights BLI ... dd 8.89 –0.78 ... 29.65 11.22 CaraTherap CARA ... 25 11.95 ... ... 4.82 2.10 Conifer CNFR ... 8 2.43 +0.03 ...
11.74 4.02 Affimed AFMD ... dd 4.02 –0.42 ... 47.58 31.23 ArchCapital ACGL ... 9 45.19 –2.22 ... 13.45 3.38 BerkshireGrey BGRY ... dd 3.44 –0.46 ... 48.28 17.51 CardiovascularSys CSII ... dd 18.07 –1.11 ... 29.27 4.06 ConnectBiopharma CNTB ... ... 4.90 –0.24 ...
176.65 46.50 AffirmHldgs AFRM ... dd 57.63 –11.56 ... 36.80 6.37 Arcimoto FUV ... dd 6.37 –0.93 ... 3.25 0.56 BerkshireGreyWt BGRYW ... ... .59 –0.10 ... 161.47 56.06 Cardlytics CDLX ... dd 61.48 –3.89 ... 37.00 19.50 ConnectOneBncp CNOB 1.5 11 34.93 –2.04 .13
28.23 12.52 Afya AFYA ... 27 12.52 –1.53 ... 41.59 15.90 ArcoPlatform ARCE ... dd 19.44 +0.28 ... 10.65 3.85 Berry(bry) BRY 2.8 dd 8.61 –0.89 .06 12.84 4.86 Carecloud MTBC ... dd 5.38 –0.30 ... 31.48 13.05 Conn's CONN ... 5 22.84 –0.03 ...
64.09 35.59 Agilysys AGYS ... dd 36.00 –4.99 ... 89.18 24.57 ArcturusTherap ARCT ... dd 24.59 –8.89 ... 221.00 58.00 BeyondMeat BYND ... dd 61.60 –4.98 ... 96.88 36.47 CareDx CDNA ... dd 37.03 –4.58 ... 69.31 34.81 ConsensusCloud CCSI ... ... 56.64 –2.48 ...
62.16 29.21 AgiosPharm AGIO ... dd 29.80 –3.34 ... 38.49 14.16 ArcutisBiotherap ARQT ... dd 15.40 –2.01 ... 62.08 20.67 BicycleTherap BCYC ... dd 46.21 –2.23 ... 16.68 5.92 CareMax CMAX ... dd 6.40 –0.92 ... 10.05 10.00 ConsiliumAcqnI CSLMU ... ... 10.02 –0.01 ...
114.97 11.51 Agora API ... dd 11.61 –1.81 ... 9.23 0.82 Ardelyx ARDX ... dd .84 –0.09 ... 47.65 11.21 Big5SportingGds BGFV 5.4 4 18.53 –1.45 .25 7.15 0.96 CareMaxWt CMAXW ... ... 1.27 –0.17 ... 9.89 5.11 ConsldComm CNSL ... dd 6.85 –0.31 ...
2.89 1.64 AgroFresh AGFS ... dd 2.02 –0.05 ... 10.20 10.00 ArenaFortify AFACU ... ... 10.09 –0.04 ... 96.66 27.38 BigCommerce BIGC ... dd 27.59 –3.51 ... 24.89 19.45 CareTrustREIT CTRE 5.0 27 21.35 –1.35 .265 15.37 9.79 ConsldWater CWCO 3.4 cc 9.94 –0.14 .085
10.05 9.95 AhrenAcqn AHRNU ... ... 9.96 –0.07 ... 10.14 9.55 ArenaFortifyA AFAC ... ... 9.88 –0.02 ... 157.66 35.72 Bilibili BILI ... dd 36.08 –2.61 ... 39.77 22.63 CarGurus CARG ... 34 29.69 –2.25 ... 49.95 38.00 ConstellationEner CEGVV ... ... 45.00 ... ...
43.05 19.72 AirT AIRT ... 17 25.01 –1.54 ... 0.51 0.45 ArenaFortifyWt AFACW ... ... .45 –0.05 ... 543.85 311.03 Bio-Techne TECH .3 85 367.10 –23.01 .32 32.65 10.13 CaribouBio CRBU ... dd 10.26 –1.35 ... 44.99 22.93 ConstructionPtrs ROAD ... 59 22.96 –3.75 ...
31.48 21.42 AirTransport ATSG ... 12 26.00 –2.00 ... 94.23 45.50 ArenaPharm ARNA ... dd 90.48 –2.17 ... 76.63 9.82 BioAtla BCAB ... dd 10.07 –2.56 ... 12.90 1.89 CarLotz LOTZ ... dd 1.90 –0.18 ... 12.66 3.80 ConsumerPtfo CPSS ... 8 10.51 –0.38 ...
219.94 129.71 Airbnb ABNB ... dd 156.73 –7.26 ... 22.35 17.15 AresCapital ARCC 7.8 6 21.00 –0.44 .41 17.94 7.10 BioceresCrop BIOX ... cc 13.33 –0.57 ... 3.11 0.33 CarLotzWt LOTZW ... ... .36 –0.06 ... 32.85 2.41 ContextLogic WISH ... dd 2.47 –0.06 ...
18.48 9.83 AirSculptTech AIRS ... ... 12.98 –2.12 ... 382.15 248.21 arGEN-X ARGX ... dd 279.25 –12.25 ... 18.48 8.37 BioCryst BCRX ... dd 13.78 –1.70 ... 60.62 31.18 Carlyle CG 2.0 6 49.09 –2.10 .25 161.12 101.92 Copart CPRT ... 31 126.69 –10.02 ...
124.91 92.64 AkamaiTech AKAM ... 31 112.61 –0.01 ... 21.00 9.61 ArgoBlockchain ARBK ... cc 9.63 –1.34 ... 4.68 2.50 BioDeliverySci BDSI ... 11 3.36 +0.30 ... 23.26 8.58 CarParts.com PRTS ... dd 8.67 –1.35 ... 14.98 6.86 CoreScientific CORZ ... dd 6.91 –3.12 ...
5.14 1.99 AkebiaTherap AKBA ... dd 2.00 –0.20 ... 9.96 9.82 ArgusCapitalA ARGU ... ... 9.90 –0.01 ... 29.33 3.80 Biodesix BDSX ... dd 3.81 –0.94 ... 8.09 2.52 CarrolsRestr TAST .0 dd 2.58 –0.23 .41 4.80 0.96 CoreScientificWt CORZW ... ... 1.75 –0.82 ...
34.87 17.66 AkeroTherap AKRO ... dd 19.93 –2.33 ... 11.64 10.00 ArgusCapitalUn ARGUU ... ... 10.12 +0.07 ... 468.55 217.10 Biogen BIIB ... 22 220.52 –18.78 ... 16.46 9.75 CarterBkshrs CARE ... 14 15.31 –0.98 ... 18.80 4.13 CorMedix CRMD ... dd 4.27 –0.36 ...
22.88 5.32 Akouos AKUS ... dd 5.59 –2.64 ... 0.75 0.46 ArgusCapitalWt ARGUW ... ... .50 –0.04 ... 92.17 71.59 BioMarinPharm BMRN ... cc 84.65 –5.57 ... 10.13 10.05 CarticaAcqn CITEU ... ... 10.05 –0.05 ... 49.60 19.74 CorsairGaming CRSR ... 17 20.58 –0.14 ...
28.96 11.12 Akoya AKYA ... dd 11.50 –0.91 ... 14.95 7.62 Arhaus ARHS ... 35 8.60 –1.81 ... 22.22 6.89 BiomeaFusion BMEA ... dd 7.10 –1.93 ... 13.15 4.43 CasaSystems CASA ... 16 4.45 –0.69 ... 121.98 9.30 Cortexyme CRTX ... dd 9.75 –0.93 ...
22.39 1.23 AksoHealth AHG ... dd 1.45 –0.01 ... 9.82 9.70 AriszAcqnA ARIZ ... ... 9.75 ... ... 22.00 10.53 Bionomics BNOX ... dd 12.42 ... ... 11.61 9.80 CascadiaAcqn CCAIU ... ... 9.94 –0.05 ... 213.38 97.39 Corvel CRVL ... 55 177.67 –15.25 ...
107.18 73.01 Alarm.com ALRM ... 64 73.06 –5.29 ... 0.20 0.12 AriszAcqnRt ARIZR ... ... .18 +0.05 ... 464.00 90.29 BioNTech BNTX ... 4 147.50 –48.50 ... 9.95 9.66 CascadiaAcqnA CCAI ... ... 9.72 ... ... 9.54 1.75 CorvusPharm CRVS ... 26 1.77 –0.48 ...
43.32 15.04 Alector ALEC ... dd 15.54 –1.97 ... 10.19 10.02 AriszAcqnUn ARIZU ... ... 10.08 –0.04 ... 10.07 9.97 BioPlusAcqnUn BIOSU ... ... 9.99 –0.05 ... 0.70 0.46 CascadiaAcqnWt CCAIW ... ... .48 –0.01 ... 101.05 69.58 CoStar CSGP ... cc 70.92 –3.61 ...
13.65 8.50 AlgomaSteel ASTL ... ... 8.52 –1.50 ... 10.53 9.76 ArmadaAcqnIUn AACIU ... ... 9.99 –0.07 ... 19.94 10.74 Bioventus BVS ... 29 14.09 –0.56 ... 89.84 56.32 CasellaWaste CWST ... 40 74.89 –1.42 ... 571.49 307.00 Costco COST .7 41 481.61 –21.38 .79
4.13 0.42 AlgomaSteelWt ASTLW ... ... 2.02 –0.59 ... 0.67 0.34 ArmadaAcqnIWt AACIW ... ... .34 –0.13 ... 9.36 1.80 Bitfarms BITF ... dd 3.58 –0.98 ... 229.18 180.78 CaseysGenStores CASY .8 23 181.17 –9.99 .35 52.26 19.65 Couchbase BASE ... dd 21.82 +1.62 ...
39.05 28.54 Alico ALCO 5.6 8 35.93 –1.49 .50 9.91 9.34 ArmadaAcqnI AACI ... ... 9.81 –0.04 ... 29.62 3.78 BlackDiamond BDTX ... dd 3.84 –0.40 ... 48.55 38.46 CassInfoSys CASS 2.9 20 38.77 –1.04 .28 377.04 126.83 CoupaSoftware COUP ... dd 127.30 –11.14 ...
737.45 462.32 AlignTech ALGN ... 50 462.78 –61.85 ... 10.08 9.96 ArogoCapital AOGOU ... ... 9.99 –0.08 ... 86.96 61.20 Blackbaud BLKB ... dd 68.25 –3.77 ... 107.69 32.96 CastleBiosci CSTL ... dd 33.60 –3.09 ... 34.75 14.09 CovenantLogist CVLG ... 21 22.06 –1.10 ...
28.59 6.81 AlignmentHlthcr ALHC ... dd 6.93 –1.46 ... 52.76 10.67 ArrayTech ARRY ... dd 10.68 –2.40 ... 154.61 84.27 BlackLine BL ... dd 85.31 –3.65 ... 46.96 33.44 CathayGenBncp CATY 3.1 12 43.41 –3.50 .34 40.78 15.71 Covetrus CVET ... dd 17.32 +1.05 ...
35.00 2.96 AligosTherap ALGS ... dd 3.03 –0.37 ... 29.98 4.37 Arrival ARVL ... ... 4.43 –2.27 ... 4.47 2.87 BlackRockCapInvt BKCC 9.9 dd 4.05 –0.16 .10 327.24 179.00 CavcoIndustries CVCO ... 21 253.60 –30.12 ... 44.07 23.40 Cowen COWN 1.3 3 31.02 –4.05 .10
12.25 3.94 AlimeraSciences ALIM ... dd 4.29 –0.23 ... 38.24 27.82 ArrowFinancial AROW 3.0 11 34.62 –1.66 .26 15.07 11.30 BlkRkTCPCap TCPC 9.1 5 13.23 –0.44 .30 9.47 5.77 CECO Env CECE ... cc 6.49 +0.22 ... 178.82 115.35 CrackerBarrel CBRL 4.2 23 115.46 –13.69 1.30
49.32 13.73 AlkamiTech ALKT ... dd 13.97 –2.29 ... 93.66 50.82 ArrowheadPharm ARWR ... dd 50.84 –6.97 ... 9.70 9.61 bleuacaciaA BLEU ... ... 9.64 +0.01 ... 13.24 5.71 CellebriteDI CLBT ... dd 5.74 –0.77 ... 703.27 322.34 CreditAcceptance CACC ... 10 546.66 –30.34 ...
33.00 18.02 Alkermes ALKS ... dd 24.00 –1.25 ... 10.76 9.95 ArtemisStrat ARTEU ... ... 10.06 –0.04 ... 0.25 0.12 bleuacaciaRt BLEUR ... ... .16 –0.05 ... 3.09 0.96 CellebriteDIWt CLBTW ... ... 1.10 –0.04 ... 21.48 15.14 CrescentCapBDC CCAP 9.2 5 17.87 –0.30 .05
157.98 6.81 Allakos ALLK ... dd 6.85 –0.79 ... 10.17 9.84 ArtemisStratInvt ARTE ... ... 9.91 +0.05 ... 10.11 9.98 bleuacaciaUn BLEUU ... ... 9.98 –0.09 ... 32.25 6.59 Cellectis CLLS ... dd 6.62 –0.67 ... 9.88 9.80 CresceraCapA CREC ... ... 9.82 +0.01 ...
18.20 7.13 AllarityTherap ALLR ... ... 7.97 –1.02 ... 0.58 0.43 ArtemisStratInvtWt ARTEW ... ... .45 –0.02 ... 0.50 0.37 bleuacaciaWt BLEUW ... ... .37 –0.10 ... 8.57 3.53 CelyadOncology CYAD ... dd 3.94 +0.09 ... 10.08 9.91 CresceraCapAcqnUn CRECU ... ... 10.05 ... ...
32.44 12.01 Allbirds BIRD ... dd 12.37 –1.55 ... 27.57 11.74 Arteris AIP ... ... 12.55 –2.70 ... 0.83 0.55 BlockchainCoinWt BCSAW ... ... .58 –0.07 ... 26.90 8.47 CentessaPharm CNTA ... ... 8.99 +0.08 ... 0.60 0.44 CresceraCapWt CRECW ... ... .46 –0.07 ...
45.91 32.45 AllegianceBcshs ABTX 1.1 12 43.83 –1.17 .12 47.99 35.90 ArtesianRscs A ARTNA 2.4 25 44.58 –0.07 .2675 10.40 10.06 BlockchainCoinI BCSAU ... ... 10.13 –0.03 ... 14.00 4.10 Centogene CNTG ... dd 4.27 –0.25 ... 7.55 4.00 Cresud CRESY ... dd 4.83 –0.15 ...
271.29 163.60 AllegiantTravel ALGT ... 28 176.45 –9.65 ... 108.47 56.59 Arvinas ARVN ... dd 67.09 –0.33 ... 10.58 4.09 BlockchainCoinIA BCSA ... ... 9.87 +0.02 ... 62.91 41.34 CentralGarden CENT ... 16 45.10 –3.47 ... 47.36 14.88 Cricut CRCT ... 22 19.17 –3.25 ...
38.28 22.05 AllegroMicro ALGM ... 79 26.59 –4.17 ... 178.71 105.72 AscendisPharma ASND ... dd 107.97 –14.99 ... 11.33 10.09 BlockchainMoon BMAQU ... ... 10.45 –0.55 ... 55.82 36.31 CentralGardenA CENTA ... 15 42.04 –2.73 ... 28.95 13.83 CrineticsPharm CRNX ... dd 18.97 –5.04 ...
2.78 0.37 AllenaPharm ALNA ... dd .39 –0.06 ... 6.75 0.84 AslanPharm ASLN ... dd .91 –0.17 ... 9.90 9.70 BlockchainMoonA BMAQ ... ... 9.79 ... ... 19.60 9.04 CenturyAluminum CENX ... dd 15.90 –0.98 ... 46.65 17.64 Criteo CRTO ... 21 34.35 –1.43 ...
15.03 4.98 AllianceResource ARLP 5.9 11 13.54 –1.13 .20 10.62 1.85 AspenGroup ASPU ... dd 2.35 –0.15 ... 0.41 0.27 BlockchainMoonRt BMAQR ... ... .31 –0.03 ... 32.90 12.47 CenturyTherap IPSC ... ... 13.20 –1.29 ... 11.50 9.88 CrixusBH3 BHACU ... ... 10.07 ... ...
62.35 45.99 AlliantEnergy LNT 2.7 24 59.76 –0.31 .4025 169.22 122.29 AspenTech AZPN ... 30 143.20 –12.72 ... 0.68 0.28 BlockchainMoonWt BMAQW ... ... .31 –0.04 ... 6.24 2.25 Ceragon CRNT ... dd 2.27 –0.19 ... 10.35 9.71 CrixusBH3 A BHAC ... ... 9.75 +0.01 ...
44.70 27.47 AlliedMotionTech AMOT .3 21 35.79 –3.58 .025 7.02 1.67 AssemblyBiosci ASMB ... dd 1.70 –0.25 ... 32.81 17.29 BloominBrands BLMN ... 15 19.30 –1.81 ... 139.00 59.83 Cerence CRNC ... 53 60.05 –9.44 ... 0.64 0.41 CrixusBH3AcqnWt BHACW ... ... .46 ... ...
39.12 11.36 AllogeneTherap ALLO ... dd 11.36 –1.92 ... 80.00 50.29 AstecIndustries ASTE .7 35 64.50 –6.64 .12 18.83 14.21 Blucora BCOR ... dd 15.91 –1.21 ... 93.44 67.96 Cerner CERN 1.2 54 91.70 –0.51 .27 183.88 65.37 Crocs CROX ... 9 102.14 –20.40 ...
21.04 9.80 Allot ALLT ... dd 9.86 –1.48 ... 22.47 4.79 AstraSpace ASTR ... dd 4.86 –0.68 ... 28.90 14.31 BlueBird BLBD ... dd 15.13 –0.72 ... 45.48 23.75 Certara CERT ... dd 25.57 –2.22 ... 15.83 3.41 Cronos CRON ... dd 3.43 –0.50 ...
47.00 8.08 AlloVir ALVR ... dd 8.11 –2.29 ... 64.21 46.48 AstraZeneca AZN 2.3 93 59.10 +0.25 .45 15.47 12.32 BlueFoundryBncp BLFY ... ... 14.22 –0.58 ... 8.41 4.67 Cerus CERS ... dd 5.20 –0.64 ... 30.40 8.60 CrossCtyHlthcr CCRN ... 11 17.49 –5.32 ...
19.01 13.05 AllscriptsHlthcr MDRX ... dd 17.14 –0.74 ... 47.82 4.30 AstriaTherap ATXS ... dd 4.83 +0.10 ... 10.10 9.99 BlueOceanAcqn BOCNU ... ... 9.99 –0.01 ... 10.15 10.02 ChainBridgeI CBRGU ... ... 10.03 –0.09 ... 16.45 11.33 CrossFirstBkshs CFB ... 14 15.04 –0.92 ...
212.00 125.08 AlnylamPharm ALNY ... dd 136.41 –12.09 ... 20.93 9.94 Astronics ATRO ... dd 12.36 –0.75 ... 31.67 6.75 bluebirdbio BLUE ... dd 7.24 –1.49 ... 9.90 9.83 ChainBridgeIA CBRG ... ... 9.86 –0.04 ... 298.48 163.11 CrowdStrike CRWD ... dd 164.73 –11.97 ...
64.00 23.66 Alpha&Omega AOSL ... 16 42.78 –8.01 ... 18.52 10.35 AstroNova ALOT ... 12 13.10 –0.03 ... 20.46 1.25 BlueCity BLCT ... dd 1.30 –0.14 ... 0.90 0.49 ChainBridgeIWt CBRGW ... ... .49 –0.02 ... 11.15 10.03 Crypto1Acqn DAOOU ... ... 10.12 ... ...
10.35 10.06 AlphaStarAcqn ALSAU ... ... 10.25 +0.01 ... 21.85 11.81 AtaraBiotherap ATRA ... dd 13.99 –2.08 ... 4.26 1.95 BlueknightEner BKEP 4.6 2 3.51 +0.01 .04 30.48 14.80 ChampionX CHX ... 60 22.39 –2.18 ... 9.90 9.77 Crypto1AcqnA DAOO ... ... 9.80 –0.03 ...
9.82 9.77 AlphaStarAcqn ALSA ... ... 9.81 ... ... 94.17 6.44 AteaPharm AVIR ... 24 6.44 –0.86 ... 117.86 68.80 BlueprintMed BPMC ... dd 68.91 –9.09 ... 24.10 19.93 ChangeHlthcr CHNG ... dd 20.00 –0.58 ... 0.50 0.40 Crypto1AcqnWt DAOOW ... ... .42 –0.02 ...
0.33 0.24 AlphaStarRt ALSAR ... ... .27 ... ... 15.00 1.00 Athenex ATNX ... dd 1.00 –0.13 ... 43.07 3.43 BoltBiotherap BOLT ... dd 3.63 –0.33 ... 81.34 66.06 ChangeHlthcrUn CHNGU 4.5 ... 66.40 –0.93 .75 22.55 8.09 CueHealth HLTH ... 74 8.37 –1.22 ...
0.25 0.16 AlphaStarWt ALSAW ... ... .16 ... ... 25.80 8.88 AthiraPharma ATHA ... dd 10.00 –1.05 ... 2687.29 1860.73 BookingHldgs BKNG ... cc 2345.86 –105.09 ... 825.62 568.82 CharterComms CHTR ... 27 569.69 –38.00 ... 59.85 12.06 CullinanOncology CGEM ... dd 12.36 –1.33 ...
30.89 14.95 AlphaTeknova TKNO ... dd 16.04 –0.27 ... 15.97 2.23 AtlanticAmerican AAME .9 4 2.28 –0.44 .02 56.80 36.05 Bottomline EPAY ... dd 56.33 –0.03 ... 137.49 107.85 CheckPoint CHKP ... 21 125.07 –1.07 ... 7.51 2.20 CumberlandPharm CPIX ... dd 3.41 –0.58 ...
3019.33 1797.28 Alphabet A GOOGL ... 25 2607.03 –182.58 ... 33.68 16.73 AtlCapitalBcshs ACBI ... 13 29.53 –3.88 ... 22.82 12.60 BowmanConsult BWMN ... dd 20.08 –0.72 ... 17.85 2.29 CheckmatePharm CMPI ... dd 2.37 –0.17 ... 14.84 8.48 CumulusMedia CMLS ... dd 10.19 –0.78 ...
3037.00 1809.00 Alphabet C GOOG ... 25 2601.84 –193.89 ... 10.04 9.99 AtlCoastalAcqnII ACABU ... ... 9.99 –0.01 ... 25.01 4.41 BraggGaming BRAG ... dd 5.72 +1.01 ... 65.81 35.40 Cheesecake CAKE ... cc 35.52 –1.99 ... 133.00 18.56 CureVac CVAC ... ... 18.73 –5.75 ...
19.36 10.18 Alphatec ATEC ... dd 10.24 –1.97 ... 42.67 32.27 AtlUnionBkshs AUB 2.8 12 39.37 –2.75 .28 11.77 6.90 Brainsway BWAY ... dd 7.52 –0.33 ... 37.85 25.60 ChefsWarehouse CHEF ... dd 30.55 –2.14 ... 17.40 3.06 Curis CRIS ... dd 3.07 –0.58 ...
15.14 7.87 AlpineImmune ALPN ... dd 8.40 –2.01 ... 48.49 31.61 AtlanticaSust AY 5.3 dd 32.26 –0.79 .435 98.78 46.26 Braze BRZE ... ... 53.02 –9.59 ... 70.29 9.53 ChemoCentryx CCXI ... dd 25.06 –7.44 ... 60.36 23.22 Cutera CUTR ... 90 33.32 –3.76 ...
January 24, 2022 BARRON’S 53

Nasdaq Issues
52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low
13.886.22
Name
Cvent
Sym Yld P/E
CVT ... dd
Last
6.67
Chg. Amt.
–0.33 ...
High Low
39.4811.65
Name
Enovix
Sym Yld P/E
ENVX ... dd
Last Chg. Amt.
16.15–2.93 ...
High Low Name
57.41 27.10 Flywire
Sym Yld P/E Last Chg. Amt.
FLYW ... dd 27.37 –3.72 ...
FIVE-DAY NASDAQ COMPOSITE
29.008.66 CVRx CVRX ... dd 8.87 –0.60 ... 282.46
108.88 EnphaseEnergy ENPH ... cc 126.02
–16.82 ... 69.13 40.93 FocusFinPtrs FOCS ... cc 50.77 –3.97 ... Rout: Tech continued its tumble. Netflix flickered. The Nasdaq Composite
201.68
113.34 CyberArkSoftware CYBR ... dd 136.90 –7.38 ... 98.6668.29 EnsignGroup ENSG .3 22 75.52–4.91 .055 10.26 10.05 FocusImpact FIACU ... ... 10.07 –0.02 ...
49.9523.30 CyberOptics CYBE ... 25 36.20 –5.58 ... 269.12
194.21 EnstarGroup ESGR ... 5 254.62
–7.29 ... 10.42 9.68 FocusImpactAcqn FIAC ... ... 9.85 –0.02 ...
6.90 1.16 CyclerionTherap CYCN ... dd 1.25 –0.14 ... 3.88 1.72 EntasisTherap ETTX ... dd 1.74–0.18 ... 0.58 0.41 FocusImpactAcqnWt FIACW ... ... .46 –0.02 ... Index ended Friday at 13,769—after sinking 7.6% in its worst week since
6.56 2.76 CymaBayTherap CBAY ... dd 2.89 –0.26 ... 158.00
93.50 Entegris ENTG .3 43 –13.39 .10
120.23 25.10 8.01 FoghornTherap FHTX ... dd 15.20 –2.41 ...
90.3561.64
5.43
CyrusOne CONE 2.3 cc 88.97 –0.37 .52 46.4825.25 EnterpriseBncp EBTC 2.0 12 41.67–2.53 .205 10.17 9.95 ForbionEuro FRBNU ... ... 10.00 –0.05 ... March 2020. The year has had the worst start since 2008.
23.10 CyteirTherap CYT ... dd 5.53 –0.59 ... 52.0034.71 EnterpriseFinSvcs EFSC 1.7 13 47.05–2.92 .20 42.88 10.34 FormaTherap FMTX ... dd 10.80 –0.95 ...
28.7013.01 CytekBiosci CTKB ... cc 14.22 +0.48 ... 10.8010.02 Ent4.0TechAcqn ENTFU ... ... 10.05–0.04 ... 52.39 32.69 FormFactor FORM ... 42 40.79 –3.93 ...
47.9017.72 Cytokinetics CYTK ... dd 30.30 –2.70 ... 10.039.80 Ent4.0TechAcqnA ENTF ... ... 9.86 ... ... 142.00 79.25 FormulaSys FORTY 1.0 33 108.99 –8.21 .7812
10.053.67 CytomXTherap CTMX ... dd 4.29 +0.34 ... 0.70 0.40 Ent4.0TechAcqnWt ENTFW ... ... .49–0.01 ... 60.90 36.41 ForresterRes FORR ... 55 55.25 –1.13 ... Monday Tuesday Wednesday Thursday Friday
12.797.51 CyxteraTech CYXT ... dd 10.86 –0.39 ... 8.88 2.17 EnthusiastGaming EGLX ... dd 2.20–0.32 ... 24.01 18.07 Forterra FRTA ... 15 23.82 –0.05 ... 14960
7.47
D
36.85
12.37
69.74
2.04
40.84
EntradaTherap
Epizyme
ePlus
TRDA
EPZM
PLUS
... ...
... dd
... 13
8.09
2.07
45.84
–0.55 ...
–0.10 ...
–4.85 ...
371.77
10.14
9.98
143.63
10.03
9.88
Fortinet
FortuneRise
FortuneRiseA
FTNT
FRLAU
FRLA
...
...
...
87
...
...
288.65
10.13
9.94
–23.89
...
–0.03
...
...
... 14820(Prev Fri's Close) H
0.34
6.88
40.50
1.35
14.27
DBV Tech
DiceTherap
DBVT
DICE
...
...
...
...
1.57
14.54
–0.07
–2.32
...
...
6.80
11.10
10.89
3.41
4.21
0.82
EpsilonEnergy
EQRx
EQRxWt
EPSN
EQRX
EQRXW
... 26
... ...
... ...
5.59
4.43
.85
–0.08 ...
–2.02 ...
–0.40 ...
0.46
125.71
28.60
70.93
8.85
FortuneRiseWt
ForwardAir
Fossil
FRLAW
FWRD
FOSL
...
.8
...
...
73
cc
.34
108.55
9.72
–0.02
–4.11
–0.61
...
.21
...
14680 O
14540
4.95
47.05
70.00
1.63
28.53
34.46
DIRTT Envl
DISH Network
DMC Global
DRTT
DISH
BOOM
...
...
...
dd
cc
8
1.82
31.76
40.65
–0.35
–4.43
–5.93
...
...
...
11.33
36.00
3.35
885.26
586.73
22.03
Equillium
Equinix
EquityBcshs
EQ
EQIX
EQBK
... dd
1.6 cc
1.0 9
3.95
33.22
+0.28 ...
721.58
–25.18 2.87
–1.58 .08
19.47
10.42
10.00
12.62
10.00
9.79
FosterLB
FounderSPAC
FounderSpacA
FSTR
FOUNU
FOUN
...
...
...
25
...
...
13.85
10.29
9.96
–1.49
–0.03
–0.03
...
...
...
L
10.75 14400
15.23
0.60
10.28
1.58
0.47
9.96
D-MarketElec
DPCapAcqnIWt
DPCapAcqnI
HEPS
DPCSW
DPCSU
...
...
...
dd
...
...
2.07
.49
10.10
+0.09
–0.06
...
...
...
...
24.47
266.77
11.93
168.87
2.09
Erasca
ErieIndemnity A
ErytechPharma
ERAS
ERIE
ERYP
... dd
2.5 30
... dd
11.05
2.12
–1.89 ...
174.75
–8.33 1.11
–0.19 ...
1.25
55.11
15.50
0.50
14.25
4.25
FounderSpacWt
4D Molecular
4Dpharma
FOUNW
FDMT
LBPS
...
...
...
...
dd
dd
.67
14.28
4.47
–0.06
–2.71
–0.02
...
...
... 14260 I
13.71 0.37
10.15
9.99
36.26
9.73
9.96
23.18
DPCapAcqnIA
DuetAcqn
DXP Ents
DPCS
DUETU
DXPE
...
...
...
...
...
39
9.91
9.97
25.58
+0.07
–0.03
–0.45
...
...
...
25.72
39.49
10.30
3.58
3.48
Escalade
EsperionTherap
EtonPharm
ESCA
ESPR
ETON
4.1 8
... dd
... dd
13.71
3.78
3.53
–1.39 .14
–0.15 ...
–0.50 ...
1.76
44.80
42.14
29.84
28.94
4DpharmaWt
FoxA
FoxB
LBPSW
FOXA
FOX
...
1.3
1.4
...
13
12
.44
37.69
34.82
–0.07
–3.33
–2.88
...
.24
.24
14120 D
148.21
50.50
7.23
12.64
10.27
4.55
6.27
DadaNexus
Daktronics
DallasNews
DADA
DAKT
DALN
...
...
9.1
dd
36
dd
11.26
4.80
7.05
–0.64
–0.35
–0.20
...
...
.16
307.75
167.71
34.67
101.18
18.55
Etsy
EuronetWorldwide
EuropeanWax
ETSY
EEFT
EWCZ
... 44
... 46
... cc
148.85
21.28
–14.85 ...
122.71
–5.69 ...
–3.89 ...
190.29
55.10
96.95
117.59
31.23
68.66
FoxFactory
Franchise
FranklinElec
FOXF
FRG
FELE
...
5.4
.8
34
29
9
127.49
46.14
86.64
–21.93
–4.77
–3.81
...
.625
.175
13980 A
4.87 13840
199.68
51.73
10.37
69.73
29.83
4.62
Datadog
Dave&Buster's
Dave
DDOG
PLAY
DAVE
...
...
...
dd
69
...
125.55
33.97
9.43
–12.73
–4.09
+3.34
...
...
...
19.93
6.22 1.90
50.02
178.98
EveloBiosci
Ever-Glory
Everbridge
EVLO
EVK
EVBG
... dd
... 22
... dd
4.90
2.11
50.48
–0.62 ...
–0.25 ...
–3.89 ...
18.49
8.63
13.06
1.28
2.81
8.82
FreelineTherap
FreightCarAmer
FrequencyElec
FRLN
RAIL
FEIM
...
...
...
...
dd
dd
1.29
3.43
9.03
–0.18
–0.54
–0.28
...
...
... 13700
Y -386.86 -166.64 -186.23 -385.10
2.12 0.49 DaveWt DAVEW ... ... .75 +0.19 ... 23.4110.38 EverCommerce EVCM ... dd 11.31–1.22 ... 58.37 4.68 FrequencyTherap FREQ ... dd 4.82 –0.32 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
7.45 2.40 DAVIDsTEA DTEA ... 2 3.22 –0.29 ... 54.9611.73 EverQuote EVER ... dd 15.00–1.18 ... 186.98 80.08 Freshpet FRPT ... dd 86.83 –4.40 ...
4.47 1.83 DawsonGeophys DWSN ... dd 2.32 –0.01 ... 14.364.70 EverspinTech MRAM ... dd 8.46–1.36 ... 53.36 20.57 FreshworksA FRSH ... dd 20.70 –2.40 ...
28.70 13.45 DayOneBiopharm DAWN ... dd 14.63 +0.54 ... 24.347.17 EVgo EVGO ... dd 7.99–0.60 ... 58.94 32.06 Frontdoor FTDR ... 25 35.86 –1.69 ...
24.39 4.28 DecibelTherap DBTX ... cc 4.59 –0.07 ... 8.33 1.46 EVgoWt EVGOW ... ... 1.79–0.27 ... 35.15 23.24 FrontierComms FYBR ... 1 28.21 –1.98 ... 52-Week Tick Div 52-Week Tick Div
52.43 7.63 DecipheraPharm DCPH ... dd 8.04 –0.83 ... 10.241.35 Evogene EVGN ... dd 1.35–0.22 ... 22.70 12.62 Frontier ULCC ... dd 13.06 –0.81 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
10.05 9.70 DeepMedicineAcqn DMAQ ... ... 9.88 +0.02 ... 17.385.15 Evolus EOLS ... dd 5.33–0.42 ... 29.44 3.85 FuelCell FCEL ... dd 3.90 –0.93 ...
0.37 0.15 DeepMedicineAcqnRt DMAQR ... ... .28 –0.01 ... 26.5717.07 Evotec EVO ... 6 19.95–0.12 ... 33.10 6.85 FulcrumTherap FULC ... dd 12.94 –0.98 ... 19.34 10.10 Grifols GRFS 2.8 11 12.33 –0.30 .4562 11.25 5.15 Hywin HYW ... ... 5.73 +0.09 ...
50.30 18.20 DefinitiveHlthcr DH ... dd 18.83 –2.74 ... 24.678.03 Exagen XGN ... dd 8.12–0.97 ... 189.89 60.59 FulgentGenetics FLGT ... 3 60.70 –19.26 ... 19.99 4.64 GrindrodShipping GRIN 18.8 dd 15.33 –2.97 .72 19.95 4.14 HyzonMotors HYZN ... dd 4.25 –0.74 ...
83.98 30.25 DenaliTherap DNLI ... cc 32.36 –2.48 ... 11.0310.00 ExcelFinAcqn XFINU ... ... 10.12–0.09 ... 19.17 13.25 FultonFin FULT 3.1 11 17.82 –1.06 .14 28.52 4.90 Gritstone GRTS ... dd 5.00 –1.25 ... 6.05 0.80 HyzonMotorsWt HYZNW ... ... .90 –0.42 ...
69.54 48.13 DentsplySirona XRAY .8 28 52.93 –1.01 .11 10.159.67 ExcelFinAcqnA XFIN ... ... 9.81–0.08 ... 27.20 11.13 Funko FNKO ... 16 16.39 –1.41 ... 46.58 21.01 GroceryOutlet GO ... 31 25.14 –1.29 ... 179.12 119.20 IAC/InterActive IAC ... 11 127.06 –4.32 ...
91.39 56.78 Descartes DSGX ... 69 68.02 –2.36 ... 0.65 0.49 ExcelFinAcqnWt XFINW ... ... .50 ... ... 24.45 6.01 FusionFuelGreen HTOO ... ... 6.04 –2.53 ... 64.69 19.00 Groupon GRPN ... 7 21.41 –0.64 ... 25.50 10.77 IBEX IBEX ... 28 13.75 –0.36 ...
50.50 10.89 DesignTherap DSGN ... dd 11.17 –4.68 ... 25.7715.50 Exelixis EXEL ... 34 17.32–0.80 ... 12.90 4.09 FusionPharm FUSN ... dd 7.56 +0.96 ... 10.11 9.95 GrowthforGood GFGDU ... ... 9.95 –0.04 ... 108.23 75.44 ICF Intl ICFI .6 27 100.47 –3.86 .14
8.99 0.47 DestinationXL DXLG ... 8 4.64 –1.03 ... 58.0138.35 Exelon EXC 2.7 33 56.77+0.53 .3825 204.25 34.11 Futu FUTU ... 18 45.41 –0.10 ... 60.53 44.86 GrAeroportuario OMAB ... 24 51.90 –2.09 ... 282.00 183.39 ICU Medical ICUI ... 42 210.54 –9.45 ...
5.60 3.10 Deswell DSWL 5.1 6 3.90 +0.11 .10 46.6541.16 ExelonWi EXCVV ... ... 41.99 ... ... 44.60 29.09 GuarantyBcshrs GNTY 2.2 11 36.66 –1.10 .20 28.00 15.05 IDEAYA Bio IDYA ... dd 15.26 –2.56 ...
659.45 318.45 DexCom DXCM ... 82 422.10 –25.24 ... 146.20
76.39 ExlService EXLS ... 36 125.19
–4.53 ... 34.86 17.29 GuarFedBcsh GFED 1.8 14 32.98 –1.66 .15 706.95 455.23 IdexxLab IDXX ... 58 501.96 –27.39 ...
234.84
131.75
138.69
56.13
DiamondHillInvt
DiamondbkEner
DHIL
FANG
2.2
1.7 61
8 178.32
117.99
–6.67
–11.22
19.00
.50
90.0022.52
191.85
118.30
eXpWorld
Expedia
EXPI
EXPE
.6 53
... dd
24.81–4.51 .04
174.42
–9.98 ...
GHI 181.07
5.30
69.42
3.36
GuardantHealth
GulfIslandFab
GH
GIFI
...
...
dd
dd
70.10
4.13
–7.48
–0.12
...
...
56.24
127.11
41.77
18.60
IES Holdings
IGM Biosci
IESC
IGMS
...
...
15
dd
48.32
18.77
–2.87
–3.11
...
...
25.63 16.33 DigiIntl DGII ... 74 22.14 –2.30 ... 137.80
88.82 ExpeditorsIntl EXPD 1.0 17 116.18
–5.51 .58 7.74 3.80 Gulf Resources GURE ... cc 4.13 –0.07 ... 100.44 54.35 II-VI IIVI ... 25 63.11 –7.94 ...
51.0624.79 Expensify EXFY ... cc 25.12–4.56 ... 9.63 1.26 GBS GBS ... dd 1.47 –0.09 ... 50.69 26.36 H&E Equipment HEES 2.7 43 41.29 –5.19 .275 85.40 28.27 I-Mab IMAB ... ... 28.82 –6.24 ...
53.74 22.11 Digimarc DMRC ... dd 32.45 –4.35 ... 13.80 9.23 GCM Grosvenor GCMG 3.5 dd 9.55 –0.41 .10
10.79 10.09 DigitalHealth DHACU ... ... 10.18 –0.04 ... 127.61
82.13 Exponent EXPO .9 48 91.52–9.67 .20 19.99 14.18 HBT Finl HBT 3.3 9 18.23 –1.50 .15 82.94 56.30 IndusRealty INDT .8 dd 75.78 –4.37 .16
2.39 0.92 GCMGrosvenorWt GCMGW ... ... 1.01 –0.14 ... 10.01 9.95 3.09
9.92 9.81 DigitalHealth DHAC ... ... 9.92 +0.03 ... 30.3817.02 Exscientia EXAI ... dd 18.31–0.49 ... 116.76 38.46 GDS Holdings GDS ... dd 41.90 –1.71 ...
HCM Acqn HCMAU ... ... 9.99 ... ... 10.32 IN8bio INAB ... ... 3.21 –0.84 ...
0.45 0.29 DigitalHlthWt DHACW ... ... .29 –0.02 ... 16.616.95 ExtremeNetworks EXTR ... 71 12.49–1.80 ... 7.78 2.00 HCW Biologics HCWB ... dd 2.02 –0.20 ... 17.88 6.02 IO Biotech IOBT ... ... 6.41 –1.20 ...
143.53 9.98 DigitalWorldAcqn DWACU ... ... 87.38 +1.43 ... 21.507.30 EyePointPharm EYPT ... dd 8.74–1.19 ... 30.43 12.38 GH Research GHRS ... ... 17.19 –2.02 ... 25.61 17.75 HMN Fin HMNF ... 8 24.77 –0.23 ... 257.90 147.02 IPG Photonics IPGP ... 30 147.15 –14.10 ...
175.00 9.84 DigitalWorldA DWAC ... ... 73.12 +2.24 ... 8.80 4.47 Ezcorp EZPW ... 39 6.01–0.18 ... 37.07 8.69 G1Therapeutics GTHX ... dd 8.72 –1.39 ... 20.00 1.43 Hookipa HOOK ... dd 1.50 –0.55 ... 3.66 1.91 IRSA Prop IRCP ... dd 2.22 ... ...
79.22 0.40 DigitalWorldWt DWACW ... ... 26.19 +2.09 ... 192.89 60.14 GRAVITY GRVY ... 6 60.14 –6.16 ... 43.94 23.67 HUTCHMED(China) HCM ... ... 28.91 –2.16 ... 35.99 17.80 i3Verticals IIIV ... dd 21.00 –2.06 ...
8.23 4.27 GSI Tech GSIT ... dd 4.43 –0.39 ...
F
38.35 24.17 DimeCommBcshs DCOM 2.7 19 36.12 –2.00 .24 23.30 13.06 HackettGroup HCKT 2.1 24 18.99 –0.91 .10 19.32 4.96 IVERICbio ISEE ... dd 12.15 –1.52 ...
113.98 68.01 Diodes DIOD ... 21 86.27 –11.65 ... 15.06 7.20 Gaia GAIA ... 74 7.33 –0.76 ... 65.87 10.31 HailiangEduc HLG ... 8 11.03 –1.69 ... 10.92 9.86 IX Acqn IXAQU ... ... 10.24 +0.32 ...
150.72 27.19 DiscoveryB DISCB ... 18 33.40 –6.42 ... 17.93 4.31 GainTherap GANX ... dd 4.37 –0.31 ... 48.88 34.16 HainCelestial HAIN ... 38 36.18 –4.22 ... 9.90 9.68 IXAcqnA IXAQ ... ... 9.71 +0.01 ...
78.14 21.66 DiscoveryA DISCA ... 14 26.19 –4.99 ... 97.88 55.36 FARO Tech FARO ... 56 59.49 –2.36 ... 112.03 46.41 Galapagos GLPG ... dd 57.17 +1.98 ... 5.70 3.27 HallmarkFin HALL ... 12 4.24 –0.22 ... 69.10 48.93 IcahnEnterprises IEP 15.4 cc 51.78 –2.87 2.00
66.70 20.86 DiscoveryC DISCK ... 14 25.53 –4.87 ... 249.00 174.34 F5 FFIV ... 41 221.26 –14.87 ... 16.41 2.10 Galecto GLTO ... dd 2.12 –0.30 ... 56.40 31.79 HalozymeTherap HALO ... 12 33.89 –1.67 ... 63.42 34.70 Ichor ICHR ... 17 41.18 –7.62 ...
18.61 10.59 Diversey DSEY ... dd 10.77 –1.73 ... 9.99 2.99 FGFinancial FGF ... dd 3.12 –0.50 ... 12.99 1.19 GaleraTherap GRTX ... dd 2.64 –0.80 ... 116.00 74.11 HamiltonLane HLNE 1.6 20 84.93 –9.83 .35 19.10 4.00 iClickInteract ICLK ... dd 4.01 –0.45 ...
5.58 2.35 DiversifiedHlthcr DHC 1.3 dd 3.01 –0.30 .01 65.00 43.00 FRP Holdings FRPH ... 18 55.01 –2.86 ... 16.97 6.56 Gambling.com GAMB ... ... 11.34 +2.04 ... 59.82 33.69 HancockWhitney HWC 2.0 10 53.52 –1.44 .27 313.00 168.76 Icon ICLR ... 64 251.95 –14.44 ...
6.98 2.26 DixieGroup DXYN ... 7 4.60 –0.76 ... 10.01 9.95 FTACEmeraldAcqn EMLDU ... ... 9.95 –0.03 ... 10.20 10.06 Games&EsportsExper GEEXU ... ... 10.08 –0.06 ... 26.80 12.00 HanmiFinancial HAFC 3.2 10 25.06 –1.66 .20 49.99 14.92 Icosavax ICVX ... dd 16.64 +0.13 ...
73.43 25.19 dLocal DLO ... ... 25.43 –3.82 ... 9.85 9.72 FTACZeusAcqnA ZING ... ... 9.80 +0.02 ... 15.00 2.10 GamidaCell GMDA ... dd 3.24 +0.97 ... 15.49 10.43 HarborOneBncp HONE 1.4 12 14.38 –0.65 .05 28.24 13.24 iHeartMedia IHRT ... dd 18.67 –1.97 ...
92.75 37.21 Docebo DCBO ... dd 52.45 –3.42 ... 10.16 9.98 FTACZeusAcqnUn ZINGU ... ... 10.01 –0.04 ... 51.46 39.81 Gaming&Leisure GLPI 6.2 17 43.08 –1.56 .24 12.22 6.69 Harmonic HLIT ... cc 10.40 –1.04 ... 37.61 9.63 IkenaOncology IKNA ... dd 11.06 –0.31 ...
314.76 115.52 DocuSign DOCU ... dd 116.13 –14.31 ... 0.60 0.47 FTACZeusAcqnWt ZINGW ... ... .50 –0.08 ... 10.20 10.02 GardinerHlthcr GDNRU ... ... 10.07 –0.06 ... 45.89 25.09 HarmonyBio HRMY ... cc 33.74 –2.94 ... 555.77 341.03 Illumina ILMN ... 60 365.94 –39.20 ...
8.98 1.30 Dogness DOGZ ... 69 3.81 +0.82 ... 15.46 4.06 FTC Solar FTCI ... dd 4.11 –1.02 ... 9.83 9.77 GardinerHlthcr GDNR ... ... 9.79 –0.03 ... 24.20 4.93 HarpoonTherap HARP ... dd 5.09 –0.76 ... 35.68 14.61 ImagoBioSci IMGO ... dd 17.71 –0.77 ...
149.37 84.26 DollarTree DLTR ... 21 126.23 –4.58 ... 9.80 0.30 FangddNetwork DUO ... dd .33 –0.06 ... 0.37 0.29 GardinerHlthcrWt GDNRW ... ... .29 –0.02 ... 12.99 6.00 HarrowHealth HROW ... dd 7.90 –0.60 ... 14.98 1.64 Imara IMRA ... dd 1.68 –0.26 ...
98.35 39.95 Domo DOMO ... dd 40.87 –4.36 ... 18.80 6.57 Fanhua FANH 10.1 8 6.75 –0.31 .15 8.90 4.50 GarrettMotion GTX ... 11 7.24 –0.19 ... 8.90 2.51 Harte-Hanks HHS ... 5 7.33 –0.52 ... 10.48 4.60 iMediaBrands IMBI ... dd 5.26 –1.02 ...
16.48 13.35 DonegalGroup A DGICA 4.5 12 14.35 –0.28 .16 20.75 4.51 FaradayFuture FFIE ... dd 4.71 –0.94 ... 19.09 1.86 GeminiTherap GMTX ... dd 1.87 –0.25 ... 8.75 3.87 HarvardBioSci HBIO ... dd 5.76 –0.30 ... 16.64 5.10 Immersion IMMR ... 8 5.11 –0.22 ...
16.36 11.93 DonegalGroup B DGICB 4.1 13 13.96 +0.20 .1425 13.08 5.15 FarmerBros FARM ... dd 6.40 –0.98 ... 15.75 10.84 GencorIndustries GENC ... 28 11.03 –0.57 ... 105.73 86.05 Hasbro HAS 2.8 29 95.92 –4.20 .68 33.99 11.03 Immuneering IMRX ... dd 12.06 –0.94 ...
22.86 11.95 DorchesterMnls DMLP 6.9 15 22.14 –0.14 .5076 64.75 43.37 Fastenal FAST 2.0 35 56.52 –2.68 .31 41.86 5.50 GenerationBio GBIO ... dd 6.49 –0.48 ... 102.95 56.52 HashiCorp HCP ... dd 58.93 –7.76 ... 28.21 6.96 Immunic IMUX ... dd 9.77 –2.08 ...
122.96 89.30 DormanProducts DORM ... 23 93.71 –12.24 ... 9.79 9.70 FatProjectsAcqn FATP ... ... 9.78 ... ... 10.10 9.97 GenesisGrowth GGAAU ... ... 10.05 ... ... 31.38 17.01 HawaiianHoldings HA ... dd 18.46 –1.72 ... 45.42 5.11 ImmunityBio IBRX ... dd 5.42 –1.25 ...
18.50 12.51 DoubleDown DDI ... 7 12.55 –3.09 ... 0.47 0.28 FatProjectsAcqnWt FATPW ... ... .30 –0.05 ... 31.54 4.25 Genetron GTH ... dd 4.29 –0.40 ... 40.97 24.55 Hawkins HWKN 1.4 16 37.00 –2.39 .13 61.99 18.43 Immunocore IMCR ... dd 19.83 –3.12 ...
20.54 1.98 DouYuIntl DOYU ... dd 2.32 –0.13 ... 118.14 37.06 FateTherap FATE ... dd 37.15 –6.13 ... 7.19 3.01 Genfit GNFT ... dd 4.47 –0.46 ... 26.12 17.37 HawthornBcsh HWBK 2.3 8 25.79 –0.14 .15 10.88 4.72 Immunogen IMGN ... dd 5.25 –1.24 ...
74.38 19.33 DraftKings DKNG ... dd 19.46 –3.73 ... 8.80 1.30 FedNat FNHC ... dd 1.33 –0.07 ... 49.07 30.10 Genmab GMAB ... 48 33.50 –2.20 ... 47.08 21.98 HaynesIntl HAYN 2.5 dd 35.49 –6.29 .22 19.00 5.03 ImmunoPrecise IPA ... dd 5.72 –0.54 ...
36.60 15.25 DreamFinders DFH ... 16 17.60 –2.12 ... 57.21 9.88 FibroGen FGEN ... dd 13.82 –0.52 ... 37.90 30.40 Gentex GNTX 1.5 19 32.04 –3.59 .12 68.18 28.82 Headhunter HHR 3.4 29 34.40 –12.52 .84 43.58 6.56 Immunovant IMVT ... dd 6.57 –1.29 ...
35.56 22.26 DrivenBrands DRVN ... cc 29.23 –2.49 ... 69.45 43.69 FidelityD&D FDBC 2.6 12 50.45 –2.48 .33 99.00 60.89 Gentherm THRM ... 29 92.82 –5.76 ... 59.50 29.50 HealthCatalyst HCAT ... dd 29.57 –2.49 ... 5.44 2.20 Immutep IMMP ... dd 2.85 –0.39 ...
33.00 21.57 Dropbox DBX ... dd 23.51 –0.55 ... 7.71 1.85 FieldTripHealth FTRP ... dd 1.86 –0.13 ... 12.40 6.41 GeospaceTech GEOS ... dd 7.67 –0.59 ... 10.05 9.96 HealthcareAIAcqn HAIAU ... ... 9.97 –0.04 ... 34.75 6.89 ImpelNeuro IMPL ... dd 8.52 +0.47 ...
59.40 24.09 DuckCreekTech DCT ... dd 24.14 –3.22 ... 18.52 8.95 FiestaRestaurant FRGI ... dd 9.32 –0.70 ... 51.11 32.69 GermanAmerBncp GABC 2.2 12 38.98 –2.62 .21 35.80 16.25 HealthcareSvcs HCSG 4.7 18 17.52 –1.20 .21 94.39 39.69 Impinj PI ... dd 79.98 –10.64 ...
20.78 11.91 DuluthHoldings DLTH ... 13 13.86 –0.67 ... 50.64 28.25 FifthThirdBncp FITB 2.7 12 45.04 –5.41 .30 2.36 1.05 Geron GERN ... dd 1.05 –0.15 ... 93.32 36.81 HealthEquity HQY ... dd 49.97 +0.03 ... 127.42 68.44 InariMedical NARI ... cc 69.54 –8.35 ...
205.00 85.00 Duolingo DUOL ... dd 85.71 –6.92 ... 79.00 43.19 51job JOBS ... 37 51.80 +2.22 ... 10.50 9.71 GesherIAcqnA GIAC ... ... 9.75 –0.01 ... 31.11 21.49 HealthStream HSTM ... cc 24.34 –0.91 ... 10.09 10.00 InceptionGrowth IGTAU ... ... 10.07 ... ...
22.92 7.17 DyneTherap DYN ... dd 7.21 –2.08 ... 33.78 22.57 FinInstitutions FISI 3.4 7 31.96 –1.61 .27 0.94 0.50 GesherIAcqnWt GIACW ... ... .55 –0.02 ... 20.07 15.55 HeartlandExp HTLD .5 16 15.72 –0.23 .02 ... ... InceptionGrowth IGTA ... ... 9.75 ... ...
9.95 9.75 FinStrategiesA FXCO ... ... 9.84 +0.01 ... 4.32 1.14 GetnetAdquirencia GET 6.8 ... 1.25 –0.11 .0853 54.04 41.98 HeartlandFinUSA HTLF 2.1 11 51.13 –2.76 .27 101.47 61.91 Incyte INCY ... 31 74.79 –0.09 ...
0.20 100.71 56.04 GibraltarInds ROCK ... 32 56.46 –5.74 ...
E 0.28
0.38 0.21
FinStrategiesAcqnRt
FinStrategiesWt
FXCOR
FXCOW
...
...
...
...
.21
.23
–0.04
–0.07
...
... 35.80
22.69
24.68
6.58
GIIIApparel
GilatSatellite
GIII
GILT
...
...
7
7
25.22
7.57
–2.31
–0.29
...
...
50.03
265.97
28.93
201.02
Heidrick&Strug
HelenofTroy
HSII
HELE
1.4
...
13
25
42.41
209.94
–2.70
–20.65
.15
...
99.85
25.94
68.14
18.29
IndependentBank
IndepBankMI
INDB
IBCP
2.3
3.4
23
8
83.48
24.46
–3.51
–1.37
.48
.21
22.50 8.16 FinchTherap FNCH ... ... 8.38 –0.72 ... 20.99 8.17 HelloGroup MOMO .0 7 9.11 –0.45 .62 80.71 60.65 IndependentBank IBTX 1.9 14 75.18 –3.62 .36
3.23 0.31 ECMOHO MOHO ... dd .31 –0.04 ... 11.16 10.00 FinnovateAcqn FNVTU ... ... 10.02 –0.11 ... 74.12 61.39 GileadSciences GILD 4.1 12 68.51 –3.26 .71 14.44 6.26 HemisphereMedia HMTV ... 11 6.31 –0.80 ... 28.66 21.01 IndLogistics ILPT 5.8 15 22.57 –1.98 .33
10.68 5.00 EDAP TMS EDAP ... cc 6.81 +0.40 ... 9.89 9.75 FinnovateAcqnA FNVT ... ... 9.81 –0.07 ... 137.00 56.02 GitLab GTLB ... dd 59.91 –4.15 ... 12.50 8.35 HennessyAdvsrs HNNA 5.0 10 11.00 –0.33 .1375 10.06 9.98 IndlTechAcqnsII ITAQU ... ... 9.98 –0.05 ...
10.38 10.04 EsgenAcqn ESACU ... ... 10.13 ... ... 0.51 0.30 FinnovateAcqnWt FNVTW ... ... .31 –0.07 ... 12.58 9.02 GladstoneCap GLAD 7.3 4 10.70 –0.58 .065 11.03 9.59 HennessyCapInvVI HCVI ... ... 9.62 –0.03 ... 11.10 7.23 Infinera INFN ... dd 7.95 –1.08 ...
10.49 9.85 EsgenAcqnA ESAC ... ... 9.90 –0.02 ... 10.29 10.05 FintechEcosys FEXDU ... ... 10.26 ... ... 26.13 17.46 GladstoneComm GOOD 6.5 cc 23.08 –1.60 .1254 10.36 9.85 HennessyCapVI HCVIU ... ... 9.90 –0.10 ... 5.98 1.19 InfinityPharm INFI ... dd 1.22 –0.21 ...
0.65 0.34 EsgenAcqnWt ESACW ... ... .35 –0.10 ... 9.90 9.85 FintechEcoA FEXD ... ... 9.87 –0.03 ... 17.15 10.10 GladstoneInvt GAIN 5.8 5 15.48 –0.75 .075 0.90 0.75 HennessyCapInvVIWt HCVIW ... ... .75 –0.02 ... 6.38 2.23 InflaRx IFRX ... dd 3.52 –0.73 ...
18.23 14.01 ESSA Bancorp ESSA 2.7 11 17.51 +0.02 .12 0.28 0.18 FintechEcoRt FEXDR ... ... .23 +0.02 ... 35.08 15.21 GladstoneLand LAND 1.8 dd 30.12 –2.91 .0453 83.45 60.70 HenrySchein HSIC ... 17 73.54 –4.24 ... 9.70 3.38 InfoSvcsGrp III 1.9 24 6.33 –0.59 .03
31.99 20.07 EVO Payments EVOP ... dd 23.16 –0.79 ... 0.36 0.28 FintechEcoWt FEXDW ... ... .28 –0.02 ... 52.49 24.61 GlbBloodTherap GBT ... dd 26.54 –2.45 ... 12.94 8.55 HeritageCommerce HTBK 4.2 17 12.45 –0.24 .13 92.76 42.59 InglesMarkets IMKTA .9 6 76.03 –4.53 .165
26.13 20.00 EagleBncpMT EBMT 2.1 9 23.47 –0.11 .125 18.18 11.90 FinWiseBancorp FINW ... ... 17.00 –0.05 ... 83.77 24.22 Global-EOnline GLBE ... ... 32.84 –10.18 ... 36.29 20.09 HeritageCrystal HCCI ... 14 29.55 –1.69 ... 47.90 14.27 Inhibrx INBX ... dd 28.06 –3.42 ...
56.47 18.64 EagleBulkShip EGLE 19.8 6 40.43 –4.05 2.00 24.73 16.38 FirstAdvantage FA ... dd 16.38 –1.29 ... 0.65 0.42 GlblTechAcqnIWt GTACW ... ... .45 –0.01 ... 30.86 20.95 HeritageFin HFWA 3.4 9 25.05 –2.13 .21 99.27 28.51 InMode INMD ... 29 43.01 –6.99 ...
58.25 36.48 EaglePharm EGRX ... cc 46.76 –0.45 ... 50.92 33.50 FirstBancorpNC FBNC 1.8 12 44.86 –3.74 .20 10.30 9.69 GlblTechAcqnI GTAC ... ... 9.85 –0.02 ... 46.00 14.15 HertzGlobal HTZ ... dd 19.00 –5.00 ... 11.95 3.02 InnatePharma IPHA ... dd 4.12 –0.41 ...
76.75 4.49 Eargo EAR ... dd 4.61 –0.90 ... 36.80 23.40 FirstBancorp FNLC 4.0 10 31.75 –2.10 .32 10.40 9.97 GlblTechAcqnI GTACU ... ... 10.03 –0.07 ... 23.50 5.97 HertzGlobalWt HTZWW ... ... 12.14 –4.26 ... 11.25 4.81 Innodata INOD ... cc 5.74 –0.35 ...
91.70 58.66 EastWestBncp EWBC 1.6 14 82.72 –7.77 .33 42.89 29.17 FirstBancshares FBMS 1.7 12 37.29 –2.19 .16 21.25 14.38 GlobalWaterRscs GWRS 1.9 cc 14.97 –0.78 .0246 101.65 50.32 Hibbett HIBB 1.8 5 56.93 –4.98 .25 107.73 81.00 Innospec IOSP 1.3 26 94.39 –4.17 .59
23.03 15.87 EasternBankshares EBC 1.5 47 20.67 –1.37 .08 15.90 8.78 FirstBank FRBA 1.7 8 13.90 –0.52 .06 28.68 15.36 GlbXBlockchain&Bit BITS ... ... 15.46 –2.74 ... 18.97 6.00 HighPeakEner HPK .6 cc 17.66 –1.01 .025 27.18 3.46 InnovAge INNV ... 45 4.52 –0.08 ...
33.96 22.73 Eastern EML 1.8 17 24.25 –3.02 .11 29.73 20.58 FirstBusey BUSE 3.3 13 27.53 –2.01 .23 73.25 44.48 GlobalFoundries GFS ... ... 51.25 –8.35 ... 8.00 1.60 HighPeakEnerWt HPKEW ... ... 7.48 –0.13 ... 10.17 10.02 InnovativeIntl IOACU ... ... 10.07 –0.03 ...
13.70 0.77 EbangIntl EBON ... ... .77 –0.23 ... 33.39 17.56 FirstBusFinSvcs FBIZ 2.3 8 31.78 +1.48 .18 10.53 10.10 GlobalinkInvt GLLIU ... ... 10.18 –0.10 ... 13.46 8.97 HillmanSolns HLMN ... dd 8.99 –0.69 ... 10.00 9.87 InnovativeIntlA IOAC ... ... 9.94 +0.03 ...
81.19 51.51 eBay EBAY 1.2 3 59.54 –3.91 .18 947.71 571.90 FirstCitizBcshA FCNCA .2 15 830.76 –75.26 .47 9.89 9.77 GlobalinkInvt GLLI ... ... 9.83 –0.01 ... 17.88 8.41 HimaxTechs HIMX 2.4 6 10.98 –1.97 .262 0.50 0.37 InnovativeIntlWt IOACW ... ... .37 –0.03 ...
64.14 22.39 Ebix EBIX 1.0 13 29.74 –2.24 .075 36.73 21.36 FstCmntyBcsh FCBC 3.3 11 32.59 –2.30 .27 0.31 0.22 GlobalinkInvtRt GLLIR ... ... .24 –0.05 ... 432.19 219.00 HinghamSvg HIFS .6 12 376.59 –32.89 .75 7.94 5.34 InnovSolSuprt ISSC ... 22 6.47 –0.56 ...
30.90 20.65 EchoStar SATS ... 15 24.09 –0.94 ... 4.89 3.25 FirstEagleAltCap FCRD 9.0 7 4.42 –0.08 .10 0.29 0.13 GlobalinkInvtWt GLLIW ... ... .16 –0.02 ... 21.24 11.05 HollysysAuto HOLI ... ... 14.76 +0.06 ... 18.97 10.92 Innoviva INVA ... 5 16.17 –0.60 ...
40.49 13.19 EdgewiseTherap EWTX ... ... 14.59 –2.91 ... 26.83 18.11 FirstFinBncpOH FFBC 3.7 12 25.10 –1.63 .23 4.40 1.08 GlycoMimetics GLYC ... dd 1.11 –0.13 ... 85.00 60.10 Hologic HOLX ... 10 70.63 +1.04 ... 82.35 26.19 Inogen INGN ... 61 30.08 –0.72 ...
73.03 18.11 EditasMedicine EDIT ... dd 18.15 –3.95 ... 55.00 37.50 FirstFinBkshs FFIN 1.2 30 48.90 –3.91 .15 19.49 9.18 Gogo GOGO ... dd 12.12 –0.96 ... 45.73 28.11 HomeBancorp HBCP 2.2 7 42.66 –1.54 .23 19.00 3.92 InovioPharma INO ... dd 3.92 –0.83 ...
19.50 7.40 EducDev EDUC 5.3 6 7.50 –0.34 .10 47.00 37.70 FirstFinIN THFF 2.4 10 44.43 –1.13 .10 15.38 2.42 GoHealth GOCO ... dd 2.49 –0.45 ... 10.91 9.81 HomePlateAcqn HPLTU ... ... 9.89 –0.03 ... 27.07 5.33 InozymePharma INZY ... dd 6.80 +0.06 ...
129.80 13.90 EHang EH ... dd 17.61 +0.83 ... 17.25 12.21 FirstFinNW FFNW 2.6 13 16.65 –0.01 .11 14.36 9.26 GolarLNG GLNG ... 3 12.79 –1.29 ... 10.19 9.66 HomePlateAcqn HPLT ... ... 9.66 –0.07 ... 21.93 4.33 Inseego INSG ... dd 4.34 –0.64 ...
93.19 21.00 eHealth EHTH ... dd 22.14 –3.08 ... 29.41 20.01 FirstFoundation FFWM 1.4 11 25.26 –2.30 .09 54.86 16.51 GoldenEnt GDEN ... 11 43.12 –2.79 ... 0.89 0.47 HomePlateAcqnWt HPLTW ... ... .57 –0.13 ... 111.02 75.38 InsightEnt NSIT ... 17 96.02 –6.75 ...
13.49 3.97 EigerBioPharma EIGR ... dd 4.09 –0.63 ... 23.06 13.94 FirstGuarBcshs FGBI 3.2 9 20.29 –0.60 .16 23.24 7.02 GoldenNugget GNOG ... dd 7.05 –1.39 ... 13.15 3.60 HomePtCap HMPT 3.4 2 4.70 –0.19 .04 45.44 21.59 Insmed INSM ... dd 22.00 –1.73 ...
28.28 9.74 89bio ETNB ... dd 10.02 –2.10 ... 31.16 23.14 FirstHawaiian FHB 3.6 14 28.88 –2.07 .26 12.17 4.62 GoldenOcean GOGL 25.8 5 8.27 –1.05 .85 57.40 32.75 HomeStreet HMST 1.9 10 51.83 –4.80 .25 29.49 12.27 InstilBio TIL ... dd 12.70 –1.15 ...
21.96 12.06 ElPolloLoco LOCO ... 17 13.02 –0.85 ... 53.56 28.05 FirstInternetBncp INBK .5 10 50.24 –1.86 .06 16.22 14.16 GolubCapital GBDC 7.8 8 15.41 –0.13 .30 32.60 19.55 HomeTrustBcshs HTBI 1.1 26 31.50 –1.01 .09 324.81 218.28 Insulet PODD ... dd 224.14 –18.57 ...
182.85 122.85 ElbitSystems ESLT 1.1 22 167.59 –10.57 .46 51.24 37.23 FirstInterBanc FIBK 4.2 13 38.66 –5.62 .41 59.67 23.15 GoodRx GDRX ... dd 23.51 –3.34 ... 15.24 3.35 HomologyMed FIXX ... dd 3.37 –0.32 ... 40.91 18.28 Intapp INTA ... dd 18.69 –3.22 ...
14.98 5.55 ElcLastMile ELMS ... dd 5.63 –0.90 ... 50.65 36.59 FirstMerchants FRME 2.6 12 43.92 –1.86 .29 24.89 10.36 Goodyear GT ... 20 21.51 –2.61 ... 23.88 5.95 Honest HNST ... dd 5.95 –0.88 ... 77.40 61.85 IntegraLifeSci IART ... 26 66.57 –2.22 ...
3.79 1.01 ElcLastMileWt ELMSW ... ... 1.05 –0.23 ... 45.84 31.77 FirstMidBcshs FMBH 2.1 15 41.62 –2.91 .22 181.30 78.86 GooseheadIns GSHD .0 cc 92.50 –6.09 1.63 236.86 194.55 Honeywell HON 1.9 26 205.10 –12.55 .98 0.63 0.42 IntegralAcqn1Wt INTEW ... ... .46 –0.04 ...
3.63 0.52 electroCore ECOR ... dd .62 –0.14 ... 24.28 16.39 FirstMidwestBncp FMBI 2.7 13 20.95 –1.60 .14 13.79 7.02 GoPro GPRO ... 4 8.92 –1.52 ... 42.90 21.32 HookerFurnishings HOFT 3.6 11 21.95 –1.21 .20 11.03 9.91 IntegralAcqn1 INTEU ... ... 10.00 –0.08 ...
150.30 120.08 ElectronicArts EA .5 51 139.01 +8.57 .17 20.56 13.70 FirstNWBncp FNWB 1.4 14 20.25 –0.04 .07 10.07 9.95 GoresIX GHIXU ... ... 10.00 ... ... 16.95 11.05 HopeBancorp HOPE 3.6 11 15.58 –1.21 .14 10.77 9.71 IntegralAcqnCorp.1 INTE ... ... 9.92 +0.05 ...
16.22 4.15 ElevationOnc ELEV ... dd 5.67 –0.33 ... 123.13 67.71 FirstSolar FSLR ... 18 76.82 –6.20 ... 14.30 7.04 GossamerBio GOSS ... dd 10.29 –1.56 ... 23.80 15.66 HorizonBancorp HBNC 2.7 11 22.00 –1.25 .15 29.68 15.84 IntegralAd IAS ... dd 15.85 –1.69 ...
29.69 8.02 EliemTherap ELYM ... ... 9.48 +0.58 ... 52.70 38.73 1stSource SRCE 2.6 10 48.59 –4.00 .31 18.11 5.40 Grab GRAB ... dd 5.60 –0.44 ... 19.08 12.23 HorizonTechFin HRZN 8.3 10 14.41 –1.86 .10 68.49 47.87 Intel INTC 2.7 10 52.04 –3.66 .3475
4.98 0.45 EloxxPharm ELOX ... dd .45 –0.08 ... 20.50 15.30 FirstUnited FUNC 3.0 8 19.89 –0.32 .15 33.70 4.03 GracellBiotech GRCL ... dd 4.32 –0.27 ... 120.54 70.15 HorizonTherap HZNP ... 37 86.42 –4.68 ... 202.73 43.86 IntelliaTherap NTLA ... dd 81.52 –9.85 ...
10.49 3.59 EmbarkTech EMBK ... 35 3.64 –0.88 ... 25.46 13.34 FirstWatchRest FWRG ... ... 13.68 –1.85 ... 115.96 70.00 GrandCanyonEduc LOPE ... 15 83.79 –3.54 ... 19.02 13.16 HostHotels HST ... dd 17.04 –0.90 ... 15.45 4.08 Intellicheck IDN ... dd 4.11 –1.02 ...
2.40 0.64 EmbarkTechWt EMBKW ... ... .64 –0.19 ... 34.20 17.30 FirstWesternFin MYFW ... 11 32.47 –0.75 ... 34.00 8.11 GraphiteBio GRPH ... dd 8.96 –1.10 ... 18.48 4.92 HoughtonMifflin HMHC ... dd 16.78 +0.62 ... 10.30 10.03 IntelligentMed IQMDU ... ... 10.14 –0.04 ...
10.87 4.59 Emcore EMKR ... 8 5.36 –0.88 ... 97.04 54.85 FirstCash FCFS 1.7 22 69.48 –4.37 .30 35.18 1.26 GraybugVision GRAY ... dd 1.42 –0.13 ... 64.53 32.99 Huazhu HTHT ... cc 36.95 +2.69 ... 10.93 9.86 IntelligentMedA IQMD ... ... 9.90 –0.01 ...
10.55 9.95 EM Horizon HORIU ... ... 10.00 –0.03 ... 7.37 3.86 FirsthandTechVal SVVC ... 8 4.02 –0.12 ... 4.07 3.00 GreatElmCap GECC 12.5 41 3.19 +0.01 .10 87.21 52.35 HubGroup HUBG ... 24 77.59 –3.03 ... 0.60 0.42 IntelligentMedWt IQMDW ... ... .44 –0.03 ...
24.00 18.76 Enact ACT .0 ... 21.08 –1.26 1.23 202.78 133.75 FirstService FSV .5 54 155.09 –10.35 .1825 4.85 1.72 GreatElm GEG ... dd 2.09 –0.08 ... 30.99 12.77 HudsonGlobal HSON ... 32 25.56 –1.30 ... 108.35 58.29 InterParfums IPAR 1.1 28 89.96 –6.25 .25
102.00 40.37 EnantaPharma ENTA ... dd 56.49 –3.51 ... 127.34 92.06 Fiserv FISV ... 54 104.86 –4.25 ... 16.28 13.29 GreatLakesDredge GLDD ... 25 13.51 –1.48 ... 13.85 1.17 HuizeHolding HUIZ ... dd 1.19 –0.07 ... 82.83 58.84 InteractiveBrkrs IBKR .6 21 69.31 –5.44 .10
67.94 29.21 EncoreCapital ECPG ... 7 64.26 –3.16 ... 237.86 156.53 FiveBelow FIVE ... 34 159.07 –14.24 ... 61.43 47.22 GreatSouthernBncp GSBC 2.5 10 57.92 –1.87 .36 17.45 5.05 Humacyte HUMA ... dd 5.22 –0.61 ... 38.94 11.60 InterceptPharm ICPT ... dd 15.41 –2.35 ...
151.64 56.27 EncoreWire WIRE .1 6 113.43 –15.26 .02 211.68 118.72 Five9 FIVN ... dd 121.88 –6.48 ... 44.27 18.15 GreenPlains GPRE ... dd 30.00 –2.40 ... 5.60 1.34 HumacyteWt HUMAW ... ... 1.50 –0.19 ... 12.72 2.01 Intercure INCR ... 35 5.85 –0.76 ...
10.89 1.94 EndoIntl ENDP ... 11 3.21 –0.06 ... 33.98 21.91 FiveStarBncp FSBC 2.1 ... 29.09 –1.79 .15 16.02 9.30 GreenPlainsPtrs GPP 11.9 9 14.68 –0.12 .435 208.87 133.36 JBHunt JBHT .6 28 198.95 –3.12 .30 85.75 60.02 InterDigital IDCC 2.1 66 67.73 –1.91 .35
9.91 9.87 EnergemA ENCP ... ... 9.90 ... ... 20.04 15.51 Flex FLEX ... 8 16.41 –1.86 ... 0.55 0.43 GreenVisorI Wt GVCIW ... ... .44 –0.03 ... 17.79 13.01 HuntingtonBcshs HBAN 4.1 16 15.18 –2.45 .155 18.03 10.04 Interface TILE .3 15 13.19 –1.62 .01
10.23 10.07 EnergemUn ENCPU ... ... 10.08 –0.10 ... 51.13 22.82 Flexsteel FLXS 2.5 8 24.43 –2.31 .15 9.95 9.78 GreenVisorI A GVCI ... ... 9.90 +0.01 ... 38.83 27.80 Hurco HURC 1.8 30 30.40 –0.59 .14 53.06 37.35 IntlBcshs IBOC 2.9 11 42.05 –3.73 .60
0.35 0.25 EnergemWt ENCPW ... ... .27 –0.03 ... 39.40 19.46 FluenceEnergy FLNC ... ... 20.13 –4.07 ... 519.04 11.95 GreenidgeGen GREE ... dd 11.97 –2.62 ... 60.34 44.33 HuronConsulting HURN ... 39 46.24 –0.95 ... 28.17 15.92 IntersectENT XENT ... dd 27.13 –0.10 ...
24.99 13.45 EnergyRecovery ERII ... 87 18.54 –1.18 ... 8.50 1.51 Fluent FLNT ... dd 1.51 –0.35 ... 8.73 0.71 Greenlane GNLN ... dd .72 –0.21 ... 16.57 3.15 Hut8Mining HUT ... 13 5.37 –1.25 ... 8.46 3.93 Intevac IVAC ... dd 5.45 –0.19 ...
13.11 2.84 EnjoyTech ENJY ... dd 2.94 –0.30 ... 7.51 2.81 Fluidigm FLDM ... dd 2.84 –0.29 ... 9.71 6.60 GreenlightCapRe GLRE ... 7 7.15 –0.28 ... 95.48 18.96 Hydrofarm HYFM ... 74 18.96 –3.96 ... 55.20 28.40 Intra-Cellular ITCI ... dd 42.66 –0.41 ...
3.40 0.26 EnjoyTechWt ENJYW ... ... .29 –0.03 ... 25.95 17.93 FlushingFin FFIC 3.4 12 24.79 –1.09 .21 12.63 4.42 GreenSky GSKY ... 18 10.21 –1.13 ... 16.61 4.46 Hyperfine HYPR ... dd 4.50 –1.54 ... 28.16 12.47 Intricon IIN ... cc 14.43 –1.30 ...
54 BARRON’S January 24, 2022

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.
716.86 359.33 Intuit INTU .5 70 528.55 –22.24 .68 32.84 19.80 Leslie's LESL ... 33 21.08 –0.99 ... 10.81 2.21 MediciNova MNOV ... dd 2.22 –0.30 ... 10.10 9.64 NewHoldInvtII NHICU ... ... 9.91 –0.13 ... 51.00 32.78 PRA Group PRAA ... 12 47.42 –2.97 ...
369.69 227.47 IntuitiveSurgical ISRG ... 58 269.53 –38.21 ... 42.63 17.90 LevelOneBncp LEVL .6 10 40.69 –1.31 .06 6.22 2.20 MediWound MDWD ... dd 2.43 –0.46 ... 9.89 9.70 NewHoldInvtIIA NHIC ... ... 9.75 +0.05 ... 47.73 17.27 ProceptBio PRCT ... ... 17.31 –3.45 ...
18.42 10.52 Inventiva IVA ... dd 12.56 –0.15 ... 9.65 3.14 LexiconPharm LXRX ... dd 3.15 –0.30 ... 231.00 130.74 Medpace MEDP ... 34 164.78 –11.77 ... 0.63 0.47 NewHoldInvtIIWt NHICW ... ... .49 –0.07 ... 153.73 105.49 PTC PTC ... 29 116.06 +0.18 ...
23.69 15.66 Investar ISTR 1.7 37 18.63 –0.26 .08 15.42 3.33 LexinFintech LX ... 2 3.40 –0.09 ... 24.89 11.60 MeiraGTx MGTX ... dd 15.44 –3.05 ... 19.10 6.56 Newmark NMRK .3 5 14.94 –1.50 .01 66.01 34.85 PTC Therap PTCT ... dd 38.82 –4.93 ...
6.58 4.51 InvestcpCredit ICMB 11.6 dd 5.18 –0.07 .15 37.45 15.98 LiAuto LI ... dd 27.90 –3.23 ... 23.65 8.87 MelcoResorts MLCO ... dd 11.16 +0.06 ... 27.97 18.29 NewsCorp A NWSA .9 26 21.44 –1.28 .10 101.79 77.96 Paccar PCAR 1.5 18 91.56 –4.94 .34
10.15 10.00 InvestcorpEurAcqnI IVCBU ... ... 10.04 –0.06 ... 16.37 4.33 LianBio LIAN ... ... 4.50 –0.48 ... 2012.80 1001.01 MercadoLibre MELI ... cc 1052.56 –70.18 ... 26.21 17.98 NewsCorp B NWS .9 26 21.66 –1.28 .10 53.69 9.88 PacBiosciCA PACB ... dd 10.05 –2.38 ...
17.67 11.15 InvestorsBancorp ISBC 3.5 13 16.03 –1.42 .14 188.76 137.94 LibertyBroadbandA LBRDA ... 43 140.32 –6.94 ... 40.01 26.76 MercantileBank MBWM 3.2 10 38.23 +0.53 .31 38.78 20.30 NewtekBusSvcs NEWT 12.5 ... 26.30 –1.52 .65 47.46 32.70 PacificPremBncp PPBI 3.3 11 40.10 –4.17 .33
248.00 140.25 InvestorsTitle ITIC 1.0 6 193.12 –15.87 18.00 194.05 140.25 LibertyBroadbandC LBRDK ... 43 141.51 –9.42 ... 10.16 10.00 MercatoPtrsAcqn MPRAU ... ... 10.05 –0.03 ... 28.00 3.00 NexImmune NEXI ... dd 3.04 –0.67 ... 80.00 45.05 PaciraBioSci PCRX ... 47 63.43 –0.65 ...
64.37 25.04 IonisPharma IONS ... dd 29.88 –3.20 ... 30.58 23.19 LibertyGlobal A LBTYA ... 1 26.46 –1.84 ... 9.94 9.60 MercatoPtrsA MPRA ... ... 9.85 –0.02 ... 171.61 107.15 NexstarMedia NXST 1.8 8 158.42 –11.58 .70 17.31 10.57 PactivEvergreen PTVE 3.5 9 11.48 –0.67 .10
53.04 13.75 IovanceBiotherap IOVA ... dd 13.96 –1.53 ... 38.89 22.58 LibertyGlobal B LBTYB ... 1 26.70 –1.55 ... 0.60 0.40 MercatoPtrsWt MPRAW ... ... .45 –0.01 ... 14.40 5.30 NextCure NXTC ... dd 5.36 –0.32 ... 51.72 29.12 PacWestBancorp PACW 2.1 9 48.17 –3.03 .25
28.97 3.93 iQIYI IQ ... dd 4.27 –0.60 ... 30.49 23.10 LibertyGlobal C LBTYK ... 1 26.66 –2.00 ... 18.14 9.51 MercerIntl MERC 2.3 9 11.43 –1.07 .065 13.25 6.40 Nexters GDEV ... ... 6.60 –1.55 ... 572.67 311.56 PaloAltoNtwks PANW ... dd 483.63 –15.48 ...
286.19 41.66 iRhythmTechs IRTC ... dd 128.72 –12.38 ... 14.79 9.97 LibertyLatAmA LILA ... 17 10.35 –1.01 ... 80.92 44.44 MercurySystems MRCY ... 82 57.93 –2.05 ... 2.02 0.50 NextersWt GDEVW ... ... .68 –0.06 ... 115.40 45.21 Palomar PLMR ... 44 45.86 –5.81 ...
9.71 4.45 Iridex IRIX ... dd 5.06 –0.52 ... 14.96 9.74 LibertyLatAmC LILAK ... 17 10.14 –1.01 ... 4.71 1.14 MereoBioPharma MREO ... dd 1.17 –0.26 ... 23.80 13.64 NextGenHlthcr NXGN ... dd 17.95 –1.10 ... 39.62 21.39 PanAmerSilver PAAS 1.7 20 23.51 +0.52 .10
54.65 32.85 IridiumComm IRDM ... dd 35.40 –2.04 ... 60.94 35.69 LibertyFormOne A FWONA ... dd 55.75 –2.21 ... 30.65 17.00 MeridianBiosci VIVO ... 13 21.25 +0.43 ... 12.50 8.59 NicholasFin NICK ... 10 11.17 –0.55 ... 140.68 78.41 PapaJohn's PZZA 1.2 dd 114.38 –3.77 .35
28.25 9.18 IrisEnergy IREN ... ... 9.58 –2.76 ... 65.24 39.29 LibertyFormOne C FWONK ... dd 60.81 –2.15 ... 39.00 18.50 Meridian MRBK 2.2 6 35.78 –1.22 .20 30.40 7.28 Nikola NKLA ... dd 7.30 –2.78 ... 10.05 10.00 PapayaGrowthI PPYAU ... ... 10.02 ... ...
197.40 62.50 iRobot IRBT ... 24 64.05 –2.75 ... 34.99 24.75 LibertyBraves A BATRA ... dd 26.17 –1.01 ... 73.85 52.43 MeritMedical MMSI ... 74 55.70 –2.11 ... 3.50 1.00 9F JFU ... dd 1.08 –0.05 ... 11.24 3.90 ParatekPharma PRTK ... dd 3.99 –0.48 ...
14.27 8.78 IronwoodPharm IRWD ... 3 10.99 –0.73 ... 31.76 24.60 LibertyBraves C BATRK ... dd 25.57 –1.09 ... 9.45 3.66 MerrimackPharm MACK ... dd 4.53 –0.11 ... 79.60 14.50 908Devices MASS ... dd 14.52 –3.13 ... 17.76 9.64 PardesBiosci PRDS ... ... 13.54 –0.41 ...
16.95 4.77 IsoPlexis ISO ... dd 6.85 –1.50 ... 56.26 39.52 LibertySirius A LSXMA ... dd 46.58 –2.05 ... 24.38 4.84 MersanaTherap MRSN ... dd 5.11 –1.17 ... 53.38 14.20 NiuTech NIU ... 32 14.29 –0.51 ... 41.78 18.80 Park-Ohio PKOH 2.6 dd 19.59 –2.86 .125
52.43 17.43 iTeosTherap ITOS ... cc 36.09 –3.57 ... 58.13 43.25 LibertySirius B LSXMB ... dd 47.84 –1.88 ... 33.09 16.14 Merus MRUS ... dd 25.90 –2.56 ... 58.78 10.33 Nkarta NKTX ... dd 10.50 –1.64 ... 10.82 9.57 ParsecCap PCXCU ... ... 10.21 –0.05 ...
122.31 58.49 Itron ITRI ... cc 58.50 –4.61 ... 56.19 39.05 LibertySirius C LSXMK ... dd 46.50 –2.16 ... 17.40 4.87 MesaAir MESA ... 11 4.89 –0.79 ... 46.45 19.09 nLIGHT LASR ... dd 19.50 –3.37 ... 9.94 9.84 ParsecCapA PCX ... ... 9.94 +0.02 ...
29.85 18.26 IturanLocation ITRN 3.7 16 24.21 –2.31 .14 10.30 10.08 LibertyRscsAcqn LIBYU ... ... 10.14 –0.06 ... 333.42 232.88 MesaLab MLAB .2 cc 294.35 –1.80 .16 13.55 7.90 Noodles NDLS ... 84 7.96 –0.57 ... 0.45 0.30 ParsecCapWt PCXCW ... ... .31 –0.05 ...
9.93 9.78 LibertyRscsA LIBY ... ... 9.90 ... ... 11.69 3.91 Mesoblast MESO ... dd 4.19 –0.44 ... 272.28 178.61 Nordson NDSN .9 30 231.44 –6.97 .51 8.90 3.92 PartnerComms PTNR ... cc 8.00 –0.37 ...
JK 0.46
110.00
0.20
13.15
LibertyRscsWt
LibertyTripAdvB
LIBYW
LTRPB
...
...
...
dd
.26
14.47
–0.05
–1.72
...
...
65.96
384.33
36.16
253.50
MetaFinancial
MetaPlatforms
CASH
FB
.3
...
13
22
57.39
303.17
–5.63
–28.73
.05
...
41.05 24.43
21.50 12.30
NortheastBank
NorthernTechsIntl
NBN .1 4
NTIC 2.2 13
36.22
12.52
–1.59 .01
–0.83 .07
23.25
23.28
4.77
13.40
PassageBio
PatriaInvts
PASG
PAX
...
5.6
dd
18
4.79
16.75
–0.97
–0.11
...
.14
7.74 2.01 LibertyTripAdvA LTRPA ... dd 2.13 –0.23 ... 11.00 0.46 Metacrine MTCR ... dd .49 –0.07 ... 135.15 88.20 NorthernTrust NTRS 2.5 16 113.93 –19.69 .70 98.83 62.97 PatrickIndustries PATK 2.1 7 63.08 –13.94 .33
15.54 5.83 JakksPacific JAKK ... dd 8.18 –1.14 ... 33.02 2.89 LifeMD LFMD ... dd 2.92 –0.71 ... 52.88 29.61 Methanex MEOH 1.1 13 44.67 –0.96 .125 18.41 12.31 NorthfieldBanc NFBK 3.1 12 16.57 –0.67 .13 16.70 7.89 PatriotNatBncp PNBK ... 33 15.03 –0.29 ...
181.71 134.68 J&JSnackFoods JJSF 1.7 52 150.09 –4.02 .633 29.81 7.45 LifeStanceHealth LFST ... dd 7.57 –0.99 ... 29.82 14.00 MetroCityBkshs MCBS 2.2 12 25.36 –2.62 .15 48.19 31.73 NorthrimBanCorp NRIM 3.5 7 42.88 –2.88 .38 16.29 7.62 PatriotTransport PATI .0 45 8.17 +0.12 3.75
108.29 61.65 JD.com JD ... 30 73.46 –0.26 ... 19.93 12.35 LifetimeBrands LCUT 1.2 8 14.15 –0.69 .0425 90.00 64.53 MicrochipTech MCHP 1.3 64 73.33 –10.96 .232 10.12 10.00 NorthViewAcqn NVACU ... ... 10.05 –0.04 ... 37.37 26.51 Patterson PDCO 3.7 17 27.76 –1.06 .26
17.50 8.51 Joann JOAN 4.4 5 9.04 –1.39 .10 7.20 4.51 LifewayFoods LWAY ... 22 5.22 +0.02 ... 98.45 65.67 MicronTech MU .5 13 81.93 –15.43 .10 15.48 12.37 NorthwestBcshs NWBI 5.6 11 14.28 –0.73 .20 11.27 5.66 PattersonUTIEn PTEN .9 dd 9.40 –0.91 .02
148.88 39.11 Joyy YY 4.2 dd 47.91 –3.60 .51 219.75 102.01 LigandPharm LGND ... 29 114.18 –10.73 ... 349.67 224.22 Microsoft MSFT .8 33 296.03 –14.17 .62 38.08 23.11 NorthwestPipe NWPX ... 19 28.01 –2.64 ... 138.97 85.30 Paychex PAYX 2.2 34 118.67 –6.33 .66
179.98 141.65 JackHenry JKHY 1.1 38 163.74 –5.20 .46 15.53 5.08 Lilium LILM ... 11 5.12 –1.23 ... 1315.00 365.99 MicroStrategy MSTR ... dd 375.89 –123.67 ... 70.80 53.16 Northwestern NWE 4.3 15 57.41 –0.59 .62 39.71 23.27 PaycorHCM PYCR ... dd 23.91 –0.35 ...
124.53 77.13 JackintheBox JACK 2.1 11 84.30 –3.73 .44 5.61 2.30 LimelightNetworks LLNW ... dd 4.24 +0.76 ... 25.20 4.84 Microvast MVST ... dd 5.51 +0.38 ... 28.92 19.41 NortonLifeLock NLOK 1.9 17 26.06 –0.82 .125 314.50 154.26 Paylocity PCTY ... cc 185.34 –11.03 ...
52.46 24.43 JamesRiver JRVR 4.4 dd 26.97 –2.03 .30 6.95 0.88 LiminalBioSci LMNL ... dd .95 –0.15 ... 7.94 0.86 MicrovastWt MVSTW ... ... .92 –0.03 ... 29.50 23.00 NorwoodFin NWFL 4.1 9 27.46 +0.01 .28 14.50 5.18 Payoneer PAYO ... dd 5.25 –1.00 ...
49.27 27.77 JamfHolding JAMF ... dd 32.67 –1.74 ... 20.74 14.16 Limoneira LMNR 1.9 dd 15.81 +0.64 .075 28.00 3.01 MicroVision MVIS ... dd 3.08 –0.78 ... 149.15 69.46 Nova NVMI ... 40 114.22 –27.93 ... 4.08 1.40 PayoneerWt PAYOW ... ... 1.79 –0.37 ...
37.99 13.79 JanuxTherapeutics JANX ... dd 13.98 –1.78 ... 8.20 5.25 LincolnEduc LINC ... 4 6.75 –0.59 ... 33.89 20.74 MidPennBancorp MPB 2.6 8 30.49 –2.14 .20 184.44 118.73 Novanta NOVT ... cc 144.27 –11.02 ... 310.16 163.30 PayPal PYPL ... 39 163.54 –14.88 ...
189.00 117.64 JazzPharma JAZZ ... dd 136.76 –7.54 ... 148.54 110.52 LincolnElectric LECO ... 29 128.88 –6.72 ... 200.85 129.40 Middleby MIDD ... 24 186.50 –10.77 ... 331.68 84.55 Novavax NVAX ... dd 84.65 –26.17 ... 37.69 23.03 PeapackGladFinl PGC .6 15 35.10 –2.18 .05
21.96 12.86 JetBlue JBLU ... dd 13.77 –1.08 ... 10.19 9.89 LionheartIII LIONU ... ... 10.02 –0.01 ... 121.43 67.09 MiddlesexWater MSEX 1.2 46 97.88 –4.22 .29 232.76 60.57 Novocure NVCR ... dd 67.18 –1.94 ... 10.05 8.52 PearlHoldingsAcqn PRLHU ... ... 9.98 –0.05 ...
71.78 24.27 JFrog FROG ... dd 24.56 –1.63 ... 11.06 9.79 LionheartIII A LION ... ... 9.89 +0.02 ... 30.32 18.02 MidlandStBncp MSBI 4.2 9 26.42 –0.95 .28 55.55 39.90 NuanceComms NUAN ... dd 54.99 –0.37 ... 148.80 92.02 Pegasystems PEGA .1 dd 92.06 –7.47 .03
14.95 1.94 Jiayin JFIN ... 2 2.00 –0.23 ... 30.00 14.21 LiquiditySvcs LQDT ... 12 17.36 –3.72 ... 34.65 23.88 MidWestOneFin MOFG 2.8 7 32.14 –0.83 .225 6.50 1.88 NuCana NCNA ... dd 2.76 –0.10 ... 166.57 23.25 Peloton PTON ... dd 27.06 –4.27 ...
154.18 81.42 JohnsonOutdoors JOUT 1.4 10 84.26 –6.58 .30 334.84 234.59 Littelfuse LFUS .8 23 267.32 –35.03 .53 9.03 5.09 MilestonePharm MIST ... dd 6.89 –1.35 ... 50.00 18.50 NurixTherap NRIX ... dd 19.11 –4.13 ... 142.00 40.49 PennNational PENN ... 18 40.92 –3.53 ...
14.84 5.03 JounceTherap JNCE ... dd 6.17 –0.11 ... 93.89 61.76 LivaNova LIVN ... dd 78.39 –6.39 ... 51.25 33.95 MillerKnoll MLKN 2.0 dd 36.61 –0.73 .1875 44.50 25.15 Nutanix NTNX ... dd 26.62 –2.42 ... 64.25 15.78 Pennant PNTG ... 57 16.33 –2.42 ...
9.86 9.82 JupiterWellnessA JWAC ... ... 9.83 ... ... 99.89 38.50 LiveOakBcshs LOB .2 17 64.77 –16.06 .03 46.18 26.18 MillicomIntl TIGO ... dd 26.69 –1.81 ... 40.82 11.69 Nuvalent NUVL ... dd 12.34 –0.36 ... 7.41 5.09 PennantPark PNNT 7.1 3 6.77 –0.26 .12
0.36 0.25 JupiterWellnessRt JWACR ... ... .28 +0.01 ... 72.23 29.59 LivePerson LPSN ... dd 29.61 –3.82 ... 85.48 38.84 Mimecast MIME ... cc 79.91 –0.45 ... 72.61 45.45 Nuvasive NUVA ... dd 57.79 +1.73 ... 28.19 21.13 PennsWoodsBncp PWOD 5.3 11 24.01 –0.18 .32
19.84 9.44 JustEatTakeaway GRUB ... dd 10.35 –0.53 ... 10.78 4.20 LiveVox LVOX ... dd 4.57 –0.43 ... 3.80 2.45 Mind CTI MNDO 8.1 11 3.21 +0.02 .26 140.23 43.10 Nuvei NVEI ... 75 59.41 –7.23 ... 21.60 13.36 People'sUtdFin PBCT 3.9 13 18.53 –2.89 .1825
457.12 273.24 KLA KLAC 1.1 21 373.03 –71.97 1.05 12.76 4.31 LiveVoxUn LVOXU ... ... 4.77 –0.84 ... 3.69 0.79 MinervaNeurosci NERV ... dd .84 +0.01 ... 346.47 115.67 NVIDIA NVDA .1 72 233.74 –35.68 .04 36.75 27.72 PeoplesBncpOH PEBO 4.4 16 32.47 –1.13 .36
18.97 2.94 KLX Energy KLXE ... dd 4.97 +0.44 ... 2.03 0.33 LiveVoxWt LVOXW ... ... .54 –0.25 ... 10.37 4.28 MinervaSurgical UTRS ... ... 5.16 –0.66 ... 37.00 19.05 Nyxoah NYXH ... dd 20.86 –2.12 ... 29.69 19.75 PeoplesBncpNC PEBK 2.4 12 27.99 +0.11 .17
15.29 8.67 KVH Inds KVHI ... dd 8.96 –0.44 ... 12.50 7.19 LixiangEduc LXEH ... 19 7.69 –1.21 ... 22.16 2.98 MiNK Therap INKT ... ... 3.12 –0.05 ... 55.00 36.02 PeoplesFinSvcs PFIS 3.1 10 49.76 –3.13 .38
...
10.17
...
10.04
KairousAcqn
KairousAcqnUn
KACL
KACLU
...
...
...
...
9.80
10.09
...
–0.06
...
...
16.75
28.90
1.35
14.56
Lizhi
LoganRidgeFin
LIZI
LRFC
...
...
dd
dd
1.36
24.90
–0.21
+0.01
...
...
225.47
22.14
113.01
12.82
MiratiTherap
MirumPharm
MRTX
MIRM
...
...
dd
dd
114.03
16.90
–10.28
–1.84
...
... O 10.88
15.00
9.87
9.60
PepperLimeHlth
PepperLimeA
PEPLU
PEPL
...
...
...
...
10.27
9.77
+0.15
...
...
...
141.07 84.78 KaiserAlum KALU 3.1 dd 97.81 –7.99 .77 9.74 1.69 LogicBioTherap LOGC ... dd 1.70 –0.25 ... 11.00 3.13 Missfresh MF ... dd 3.21 –1.19 ... 177.24 128.32 PepsiCo PEP 2.5 30 174.22 –1.42 1.075
9.97 0.80 KalaPharm KALA ... dd .81 –0.23 ... 9.83 9.33 LogisticsInnovA LITT ... ... 9.71 +0.02 ... 22.93 13.31 MissionProduce AVO ... 21 13.55 –0.31 ... 51.40 34.02 ODP ODP ... 28 42.25 –0.29 ... 10.15 10.03 PerceptionCapII PCCTU ... ... 10.10 –0.01 ...
20.50 2.05 KaleidoBiosci KLDO ... dd 2.16 –0.05 ... 10.97 9.74 LogisticsInnovTech LITTU ... ... 9.90 ... ... 497.49 117.34 Moderna MRNA ... 10 160.07 –44.66 ... 14.00 7.46 OP Bancorp OPBK 3.1 8 12.85 –0.20 .10 9.97 9.82 PerceptionCapII PCCT ... ... 9.93 ... ...
14.00 3.00 Kaltura KLTR ... dd 3.19 –0.07 ... 140.17 74.58 LogitechIntl LOGI ... 14 74.65 –10.28 ... 211.94 108.10 ModivCare MODV ... 73 115.12 –13.89 ... 6.27 3.26 OPKO Health OPK ... 36 4.24 –0.29 ... 0.60 0.41 PerceptionCapIIWt PCCTW ... ... .41 ... ...
45.00 11.51 KalVistaPharm KALV ... dd 11.61 –0.93 ... 18.95 4.08 LongboardPharm LBPH ... dd 4.28 +0.02 ... 32.04 9.57 MolecularPtrs MOLN ... ... 30.07 –1.82 ... 0.69 0.45 OPYAcqnIWt OHAAW ... ... .45 –0.02 ... 14.05 9.65 PerdoceoEduc PRDO ... 7 11.05 –1.03 ...
8.16 5.11 Kamada KMDA ... 63 6.25 –0.51 ... 18.20 7.49 LoopIndustries LOOP ... dd 8.66 –0.82 ... 15.19 3.10 MolecularTemp MTEM ... dd 3.14 –0.56 ... 10.09 9.80 OPYAcqnI OHAAU ... ... 9.99 –0.05 ... 14.75 10.06 PerellaWeinberg PWP 2.7 dd 10.32 –1.54 .07
10.98 2.98 KandiTech KNDI ... 21 3.00 –0.34 ... 31.57 2.46 LordstownMotors RIDE ... dd 2.47 –0.65 ... 28.12 16.19 Momentive MNTV ... dd 16.55 –1.22 ... 9.87 9.70 OPYAcqnIA OHAA ... ... 9.74 +0.01 ... 4.25 1.12 PerellaWeinbergWt PWPPW ... ... 2.31 –0.84 ...
44.96 25.00 Kanzhun BZ ... dd 27.79 –1.46 ... 17.50 4.03 Lottery.com LTRY ... dd 4.09 –0.72 ... 29.18 3.42 Momentus MNTS ... dd 3.46 –0.80 ... 710.86 424.03 OReillyAuto ORLY ... 22 635.92 –42.95 ... 153.28 50.53 Perficient PRFT ... 60 99.24 –3.48 ...
25.91 15.56 KaratPkg KRT ... 21 17.40 –0.63 ... 4.18 0.61 Lottery.comWt LTRYW ... ... .73 –0.07 ... 11.96 0.44 MomentusWt MNTSW ... ... .54 –0.11 ... 102.24 86.15 OSI Systems OSIS ... 19 86.59 –3.08 ... 5.29 0.96 PerformantFin PFMT ... dd 2.02 –0.13 ...
161.98 94.84 KarunaTherap KRTX ... dd 110.42 –14.05 ... 95.51 46.48 Lovesac LOVE ... 22 48.28 –4.33 ... 76.00 50.01 MonarchCasino MCRI ... 19 62.38 –6.27 ... 11.25 3.90 O2MicroIntl OIIM ... 9 4.01 –0.32 ... 33.09 13.29 PerionNetwork PERI ... 22 18.66 –2.10 ...
17.39 4.42 KaryopharmTherap KPTI ... dd 8.28 +0.24 ... 98.95 26.92 LoyaltyVentures LYLT ... 11 31.75 –0.18 ... 450.00 155.01 monday.com MNDY ... dd 198.50 –17.14 ... 7.81 5.47 OaktreeSpec OCSL 7.4 5 7.43 –0.22 .155 9.05 5.77 Perma-PipeIntl PPIH ... cc 8.83 –0.14 ...
19.50 2.36 Katapult KPLT ... dd 2.38 –0.25 ... 13.52 3.67 LucidDiag LUCD ... dd 3.86 –0.41 ... 69.47 52.91 Mondelez MDLZ 2.0 22 68.36 +0.26 .35 35.70 13.22 OasisMidstream OMP 9.2 5 24.32 –1.11 .56 49.29 10.15 Personalis PSNL ... dd 10.17 –2.08 ...
5.87 0.33 KatapultWt KPLTW ... ... .38 –0.05 ... 64.86 16.12 Lucid LCID ... dd 37.75 –4.47 ... 12.36 5.06 MoneyGram MGI ... dd 8.98 +1.11 ... 144.10 34.58 OasisPetrol OAS 1.6 3 126.01 –12.89 .50 28.73 17.00 PetcoHealth WOOF ... 37 17.96 –0.51 ...
13.89 9.96 KearnyFinancial KRNY 3.4 14 13.06 –0.78 .11 37.99 4.23 LuciraHealth LHDX ... dd 4.90 –1.53 ... 590.00 238.01 MongoDB MDB ... dd 375.57 –21.32 ... 29.00 6.48 Oatly OTLY ... dd 6.53 –0.88 ... 46.00 19.64 PetIQ PETQ ... dd 20.55 +0.01 ...
26.98 15.89 KellyServices A KELYA 1.2 6 16.87 –1.52 .05 15.09 8.34 Lulu'sFashion LVLU ... 64 8.38 –0.90 ... 580.00 301.51 MonolithicPower MPWR .6 89 397.43 –40.75 .60 5.55 1.65 ObsEva OBSV ... dd 1.69 –0.23 ... 57.00 23.40 PetMedExpress PETS 5.0 19 24.01 +0.02 .30
60.00 16.63 KellyServices B KELYB 1.2 6 17.00 –1.47 .05 485.83 269.28 lululemon LULU ... 47 313.02 –15.96 ... 72.67 53.37 Monro MNRO 1.9 34 54.27 –2.91 .26 25.76 18.06 OceanFirstFin OCFC 3.0 12 22.45 –1.59 .17 14.70 7.58 Pharming PHAR ... 28 9.24 –0.02 ...
18.15 5.86 KemPharm KMPH ... dd 6.48 –1.71 ... 108.90 65.67 Lumentum LITE ... 19 97.49 –8.87 ... 99.89 80.92 MonsterBev MNST ... 30 85.62 –4.29 ... 21.48 5.45 OcularTherapeutix OCUL ... dd 5.50 –0.70 ... 42.86 13.14 Pharvaris PHVS ... ... 17.61 –0.37 ...
8.00 6.15 KY FirstFedBncp KFFB 5.4 29 7.41 +0.10 .10 40.98 13.26 LuminarTech LAZR ... dd 13.32 –2.10 ... 45.56 12.65 MonteRosaTherap GLUE ... dd 12.80 –2.20 ... 31.69 22.83 OfficePropIncm OPI 8.7 dd 25.19 –2.73 .55 5.83 1.83 PhaseBioPharm PHAS ... dd 2.14 –0.10 ...
75.99 28.50 KerosTherap KROS ... dd 46.30 –5.48 ... 11.09 7.15 LumiraDx LMDX ... ... 10.00 +0.59 ... 10.45 9.63 MontereyBio MTRYU ... ... 10.15 –0.09 ... 32.70 21.16 OhioValleyBanc OVBC 2.8 10 30.02 +0.02 .21 50.78 14.04 PhathomPharm PHAT ... dd 15.15 –0.01 ...
39.35 30.28 KeurigDrPepper KDP 2.0 31 37.83 –1.45 .1875 2.36 0.49 LumiraDxWt LMDXW ... ... 1.59 –0.15 ... 9.93 9.85 MontereyBioAcqn MTRY ... ... 9.88 ... ... 294.00 176.39 Okta OKTA ... dd 188.26 –16.15 ... 44.00 28.10 Phenixfin PFX ... 78 39.65 –0.98 ...
14.99 11.44 KewauneeSci KEQU ... dd 12.85 –0.23 ... 20.34 6.15 LumosPharma LUMO ... dd 6.92 –0.26 ... 0.55 0.31 MontereyBioAcqnWt MTRYW ... ... .31 –0.08 ... 30.41 19.05 Olaplex OLPX ... 68 19.08 –3.76 ... 31.00 18.63 PhibroAnimal PAHC 2.4 17 19.95 –1.12 .12
9.48 5.95 KeyTronic KTCC ... 20 6.14 –0.10 ... 15.37 9.18 LutherBurbank LBC 3.6 10 13.40 –0.94 .12 350.21 219.85 Morningstar MORN .5 57 279.14 –17.05 .36 373.58 192.76 OldDomFreight ODFL .3 37 296.81 –19.31 .20 36.35 26.51 PhillipsEdison PECO 3.5 cc 31.08 –2.21 .09
17.28 4.61 KezarLifeSci KZR ... dd 12.30 –1.90 ... 19.84 5.22 LyellImmuno LYEL ... dd 5.23 –0.81 ... 93.00 29.52 Morphic MORF ... dd 40.01 –4.74 ... 21.28 15.53 OldNatlBncp ONB 3.0 11 18.63 –1.39 .14 11.21 10.01 PhoenixBiotech PBAXU ... ... 10.09 –0.02 ...
81.47 42.19 Kforce KFRC 1.5 20 68.45 –3.99 .26 68.28 35.80 Lyft LYFT ... dd 36.80 –4.46 ... 30.75 7.79 MorphoSys MOR ... dd 7.90 –0.58 ... 14.45 9.75 Old2ndBcp OSBC 1.5 11 13.42 –0.72 .05 0.58 0.41 PhoenixBiotechWt PBAXW ... ... .41 –0.03 ...
30.61 17.60 KimballElec KE ... 12 19.76 –2.23 ... 16.50 3.47 LyraTherap LYRA ... dd 3.77 –0.18 ... 26.42 15.84 MotorcarParts MPAA ... 24 16.70 –1.18 ... 54.88 5.95 OlemaPharm OLMA ... dd 5.95 –0.74 ... 19.93 10.95 Photronics PLAB ... 19 17.49 –2.30 ...
14.86 9.76 KimballIntl B KBAL 3.7 dd 9.79 –0.91 .09 10.21 10.05 MountRainierAcqn RNERU ... ... 10.12 –0.05 ... 42.20 10.64 OlinkHolding OLK ... ... 14.05 +1.48 ... 29.70 19.14 PilgrimPride PPC ... dd 27.35 –0.77 ...
74.67 10.61 KingsoftCloud KC ... dd 10.68 –1.73 ... 9.95 123.52 43.60 Ollie'sBargain OLLI ... 16 44.35 –0.85 ...
24.70
41.00
10.30
12.35
KiniksaPharm
KinnateBio
KNSA
KNTE
...
...
dd
dd
10.37
12.56
–0.96
–2.97
...
...
MN 0.35
9.84
0.24
MountRainier
MountRainierWt
RNER
RNERW
...
...
...
...
9.89
.24
–0.03
–0.03
...
... 40.00
193.60
13.38
109.00
OlympicSteel
OmegaFlex
ZEUS
OFLX
.4
.9 55
2 21.09
140.51
–3.48
+3.69
.02
.30
212.60
111.31
47.67
67.92
Pinduoduo
PinnacleFinPtrs
PDD
PNFP
...
.9
dd
15
62.41
101.83
+2.00
–8.58
...
.22
34.45 13.21 Kirkland's KIRK ... 8 15.38 –1.43 ... 10.30 10.10 MountainIAcqn MCAAU ... ... 10.20 –0.02 ... 31.41 8.87 OmegaTherap OMGA ... dd 9.25 –1.41 ... 2.99 0.40 PintecTech PT ... dd 1.39 +0.70 ...
36.67 16.77 KnowBe4 KNBE ... dd 20.65 –0.34 ... 80.30 48.68 Macom Tech MTSI ... cc 65.06 –6.56 ... 10.08 9.98 MountainI A MCAA ... ... 9.98 –0.02 ... 23.85 5.02 Omeros OMER ... dd 5.30 –0.47 ... 7.90 2.63 Pixelworks PXLW ... dd 3.26 –0.53 ...
171.21 56.19 KodiakSciences KOD ... dd 57.80 –7.33 ... 14.70 10.06 MeliKaszek MEKA ... ... 10.23 +0.08 ... 0.60 0.45 MountainI Wt MCAAW ... ... .46 ... ... 187.29 116.07 Omnicell OMCL ... 86 148.06 –16.42 ... 12.38 8.07 PlainsAllAmPipe PAA 7.1 dd 10.17 –0.78 .18
181.38 84.21 KornitDigital KRNT ... cc 94.46 –15.95 ... 82.95 63.00 MGE Energy MGEE 2.0 26 76.80 –1.13 .3875 0.40 0.30 MountainCrestVRt MCAGR ... ... .37 +0.03 ... 10.15 9.92 OmniLitAcqn OLITU ... ... 10.00 –0.03 ... 12.96 8.25 PlainsGP PAGP 6.5 dd 11.10 –0.63 .18
44.95 32.43 KraftHeinz KHC 4.3 20 37.00 –1.02 .40 89.50 51.44 MGP Ingredients MGPI .6 21 76.88 –7.38 .12 10.13 10.01 MountainCrestV MCAGU ... ... 10.04 –0.06 ... 71.26 33.78 ON Semi ON ... 36 54.73 –11.47 ... 9.46 5.15 PlayaHotels PLYA ... dd 7.35 –0.16 ...
34.11 16.55 KratosDefense KTOS ... 27 16.97 +0.10 ... 3.05 1.36 MINDTechnology MIND ... dd 1.43 –0.19 ... 5.22 1.28 MustangBio MBIO ... dd 1.30 –0.20 ... 6.57 1.63 Oncocyte OCX ... dd 1.69 –0.21 ... 13.20 3.65 Playstudios MYPS ... dd 4.13 –0.33 ...
21.69 12.63 KrispyKreme DNUT 1.0 dd 14.37 –1.83 .035 199.44 138.70 MKS Instrum MKSI .6 17 158.52 –22.17 .22 22.00 10.39 Mynaric MYNA ... dd 10.50 –1.00 ... 26.77 3.32 Oncorus ONCR ... dd 3.34 –0.89 ... 5.30 0.42 PlaystudiosWt MYPSW ... ... .68 +0.02 ...
33.39 9.34 KronosBio KRON ... dd 9.81 –0.87 ... 121.22 54.87 MYR Group MYRG ... 19 89.29 –8.24 ... 36.95 23.55 MyriadGenetics MYGN ... dd 26.53 –1.26 ... 39.61 20.95 1-800-FLOWERS FLWS ... 12 21.24 –2.77 ... 35.09 16.25 Playtika PLTK ... 26 18.13 –0.83 ...
102.99 38.86 KrystalBiotech KRYS ... dd 55.29 –6.99 ... 10.66 7.37 Macatawa MCBC 3.5 10 9.14 –0.27 .08 26.00 12.64 Napco Security NSSC ... 37 20.22 –1.74 ... 8.64 6.21 180DegreeCap TURN ... 3 7.19 –0.22 ... 101.17 72.46 Plexus PLXS ... 17 80.89 –11.97 ...
75.29 34.79 Kulicke&Soffa KLIC 1.3 9 52.48 –8.08 .17 36.48 12.69 Macrogenics MGNX ... dd 12.71 –1.73 ... 42.79 32.40 NBT Bancorp NBTB 2.9 11 39.23 –2.91 .28 59.82 10.30 1LifeHealthcare ONEM ... dd 10.48 –1.68 ... 43.92 10.66 PliantTherap PLRX ... dd 10.73 –1.95 ...
35.95 11.62 KuraOncology KURA ... dd 11.78 –1.86 ... 142.62 63.02 MadrigalPharm MDGL ... dd 63.57 –14.88 ... 32.12 14.50 NGM Biopharm NGM ... dd 14.55 –1.41 ... 45.88 2.78 111 YI ... dd 3.07 –0.05 ... 16.50 4.65 PolyPid PYPD ... dd 4.85 –0.74 ...
85.62 21.38 KuraSushiUSA KRUS ... dd 45.84 –9.13 ... 14.20 3.47 MagentaTherap MGTA ... dd 3.57 –0.92 ... 319.88 211.25 NICE NICE ... 83 247.48 –16.93 ... 35.46 9.33 1stdibs.com DIBS ... dd 9.38 –1.07 ... 582.27 305.47 Pool POOL .7 32 470.88 –23.22 .80
81.84 29.93 KymeraTherap KYMR ... dd 38.04 –3.03 ... 25.49 14.87 MagicSoftware MGIC 2.5 32 18.41 –1.24 .234 26.82 19.43 NMI Holdings NMIH ... 9 23.77 –1.79 ... 62.79 31.32 OneWaterMarine ONEW .0 7 47.88 –7.84 1.80 78.00 1.39 PopCulture CPOP ... 8 1.39 –0.33 ...
64.39 12.45 Magnite MGNI ... cc 12.71 –2.40 ... 9.62 3.84 NN NNBR ... dd 3.97 –0.26 ... 99.89 3.36 Ontrak OTRK ... dd 3.40 –0.82 ... 99.49 54.01 Popular BPOP 2.0 8 88.37 –10.09 .45
12.49 8.22 MagyarBancorp MGYR .0 14 12.06 –0.40 .12 64.20 3.21 NRX Pharm NRXP ... dd 3.31 –1.05 ... 0.39 57.73 24.79 Portillo's PTLO ... ... 25.18 –3.68 ...
L 39.02
93.00
22.96
56.38
MakeMyTrip
MalibuBoats
MMYT
MBUU
...
...
dd
10
26.15
56.77
–0.64
–8.36
...
...
16.30
239.91
1.44
156.02
NRX PharmWt
NXP Semi
NRXPW
NXPI
...
1.1
...
35
1.55
199.95
–0.38
–25.34
...
.5625
0.59
10.21 10.04
OnyxAcqnIWt
OnyxAcqnI
ONYXW
ONYXU
...
...
...
...
.39
10.08
–0.05
–0.08
...
... 25.97
13.64
18.40
4.59
PortmanRidge
PoseidaTherap
PTMN
PSTX
10.1
... dd
2 24.55
4.70
–0.25
–0.56
.62
...
9.95 9.81 OnyxAcqnIA ONYX ... ... 9.90 –0.01 ...
0.52 0.44 LamfGlbI Wt LGVCW ... ... .44 –0.08 ... 19.38 15.12 MalvernBancorp MLVF ... dd 15.79 +0.09 ... 3.49 0.45 NabrivaTherap NBRV ... dd .46 –0.07 ... 44.00 18.12 OpenLending LPRO ... 18 18.53 –0.97 ... 82.06 13.98 Poshmark POSH ... dd 14.05 –2.93 ...
10.14 9.18 LamfGlbl I LGVCU ... ... 10.02 –0.05 ... 7.27 1.62 MammothEnergy TUSK ... dd 1.66 –0.37 ... 94.81 10.42 NanoXImaging NNOX ... dd 11.25 –0.50 ... 55.25 44.03 OpenText OTEX 1.9 37 46.33 –1.11 .2209 9.07 4.62 Potbelly PBPB ... dd 5.66 –0.07 ...
10.19 9.72 LamfGlbI A LGVC ... ... 9.82 –0.01 ... 10.38 10.18 ManaCapAcqn MAAQU ... ... 10.29 –0.01 ... 19.00 6.51 Nanobiotix NBTX ... dd 8.98 –0.16 ... 39.24 9.30 OpendoorTech OPEN ... dd 9.47 –2.09 ... 65.67 46.94 PotlatchDelt PCH 3.4 7 52.05 –5.05 4.00
10.02 9.85 LavaMedtech LVAC ... ... 9.88 –0.02 ... 9.87 9.75 ManaCapAcqn MAAQ ... ... 9.84 +0.02 ... 86.42 31.75 NanoStringTech NSTG ... dd 32.59 –3.29 ... 13.93 5.47 Opera OPRA ... 4 6.39 –0.30 ... 37.28 23.07 PowellIndustries POWL 4.0 cc 25.73 –2.91 .26
10.20 9.89 LavaMedtech LVACU ... ... 10.10 –0.05 ... 0.43 0.33 ManaCapAcqnRt MAAQR ... ... .34 +0.01 ... 5.45 0.78 NantHealth NH ... dd .79 –0.18 ... 27.95 15.35 OportunFin OPRT ... 14 18.96 –0.31 ... 11.00 9.98 Power&Digital II XPDBU ... ... 9.98 –0.13 ...
0.68 0.45 LavaMedtechWt LVACW ... ... .47 –0.01 ... 0.36 0.29 ManaCapAcqnWt MAAQW ... ... .30 –0.03 ... 214.96 134.21 Nasdaq NDAQ 1.2 26 176.92 –9.22 .54 16.23 6.07 OptheaADR OPT ... ... 7.10 –0.45 ... 110.66 73.04 PowerIntegrations POWI .8 32 78.16 –6.84 .15
17.20 4.22 LavaTherap LVTX ... ... 4.97 –0.02 ... 23.75 15.40 Mandiant MNDT ... dd 15.44 –0.69 ... 129.09 61.02 Natera NTRA ... dd 62.74 –4.63 ... 14.64 9.10 Optibase OBAS ... dd 11.90 –0.52 ... 9.55 3.65 PowerFleet PWFL ... dd 3.74 –0.86 ...
9.90 9.86 LFCapAcqnIIA LFAC ... ... 9.90 +0.04 ... 188.52 110.11 ManhattanAssoc MANH ... 75 128.15 –8.06 ... 78.89 52.69 Nathan's NATH 2.6 17 53.03 –2.85 .35 6.85 3.15 OpticalCable OCC ... 5 4.29 –0.01 ... 58.30 12.71 PraxisPrecision PRAX ... dd 15.00 –2.53 ...
10.24 9.91 LFCapitalAcqnIIUn LFACU ... ... 10.08 –0.02 ... 49.08 13.65 Mannatech MTEX 2.1 10 37.92 –0.08 1.50 98.22 41.62 NationalBeverage FIZZ .0 24 42.96 –2.11 3.00 4.85 1.46 Optinose OPTN ... dd 2.19 +0.10 ... 9.89 2.80 Precigen PGEN ... dd 2.81 –0.42 ...
0.55 0.37 LFCapAcqnIIWt LFACW ... ... .40 –0.13 ... 6.25 3.12 MannKind MNKD ... dd 3.79 –0.13 ... 6.11 2.41 NatlCineMedia NCMI 7.3 dd 2.74 ... .05 28.86 16.02 OptionCare OPCH ... 48 22.06 –2.27 ... 15.98 4.52 PrecisionBio DTIL ... dd 4.59 –1.35 ...
188.00 104.00 LGI Homes LGIH ... 7 120.29 –18.73 ... 101.35 66.91 ManTechIntl MANT 2.1 22 73.13 –0.39 .38 47.01 38.10 NatlInstruments NATI 2.7 cc 40.33 –1.39 .27 15.94 7.56 OraSureTechs OSUR ... dd 8.81 +0.30 ... 81.55 47.84 PreferredBankLA PFBC 2.2 12 76.63 –4.43 .43
223.80 108.42 LHC Group LHCG ... 29 120.23 –11.19 ... 63.55 24.25 MaravaiLifeSci MRVI ... 19 24.46 –5.87 ... 55.67 36.77 NatlResearch NRC 1.2 28 38.88 +0.67 .12 9.08 0.98 OrchardTherap ORTX ... dd 1.01 –0.23 ... 82.46 57.00 PreformedLine PLPC 1.4 10 58.05 –5.43 .20
60.43 34.79 LKQ LKQ 1.9 16 53.75 –2.93 .25 10.75 9.85 MarblegateAcqn GATEU ... ... 10.00 +0.03 ... 13.25 8.91 NatlSecurity NSEC 2.7 dd 9.00 –0.11 .06 6.45 1.42 OrganiGram OGI ... dd 1.44 –0.20 ... 95.38 8.63 PreludeTherap PRLD ... dd 8.87 –0.65 ...
181.92 103.88 LPL Financial LPLA .6 28 160.03 –15.75 .25 9.83 9.76 MarblegateAcqn GATE ... ... 9.78 ... ... 65.92 36.92 NationalVision EYE ... 23 37.86 –1.58 ... 37.00 10.93 OricPharm ORIC ... dd 10.93 –1.87 ... 35.90 23.93 PremierFinl PFC 3.8 8 29.49 –1.45 .28
11.22 6.05 LSI Inds LYTS 3.2 24 6.16 –0.23 .05 0.63 0.47 MarblegateAcqnWt GATEW ... ... .47 –0.01 ... 260.00 180.00 NatlWesternLife NWLI .2 4 210.87 –8.13 .36 47.58 27.60 OriginBancorp OBNK 1.2 10 42.47 –2.24 .13 42.15 32.44 Premier PINC 2.1 18 38.15 –1.44 .20
16.00 12.90 LakeShoreBancorp LSBK 3.8 16 14.90 +0.05 .14 3.67 2.23 Marchex MCHX ... dd 2.44 –0.14 ... 19.93 12.23 NaturalAlt NAII ... 7 12.85 –0.51 ... 77.77 2.06 Orphazyme ORPH ... dd 2.07 –0.23 ... 104.90 67.91 PriceSmart PSMT 1.0 22 70.58 –2.91 .35
20.69 12.79 LakelandBcp LBAI 2.8 11 19.12 –1.31 .135 27.26 1.34 MarinSoftware MRIN ... dd 3.13 –0.47 ... 29.70 21.87 NatusMedical NTUS ... 50 24.38 +0.44 ... 22.99 15.14 OrthoClinical OCDX ... dd 17.95 –1.11 ... 16.54 11.60 PrimisFinl FRST 2.7 11 15.09 –0.93 .10
85.71 56.06 LakelandFin LKFN 2.0 21 79.84 –5.02 .40 20.04 9.10 MarinusPharma MRNS ... dd 10.28 –0.79 ... 25.89 3.94 NautilusBiotech NAUT ... dd 3.97 –0.46 ... 48.50 28.65 OrthofixIntl OFIX ... dd 31.61 –1.29 ... 41.76 21.47 PrimorisSvcs PRIM 1.0 11 25.17 –2.22 .06
47.95 18.58 LakelandInd LAKE ... 9 20.47 –0.30 ... 3.77 0.58 MarkerTherap MRKR ... dd .60 –0.21 ... 23.80 10.83 Navient NAVI 3.4 4 18.95 –2.97 .16 73.91 41.33 OrthoPediatrics KIDS ... dd 47.54 –5.87 ... 77.68 48.88 PrincipalFin PFG 3.6 12 72.00 –4.82 .64
731.85 481.05 LamResearch LRCX 1.0 20 605.79 –124.03 1.50 589.25 341.50 MarketAxess MKTX .7 50 364.58 –6.96 .66 22.19 9.66 NavitasSemi NVTS ... dd 10.16 –1.03 ... 11.60 2.56 OtonomoTech OTMO ... dd 2.65 –0.46 ... 50.77 20.20 PriviaHealth PRVA ... dd 20.50 –1.56 ...
124.32 78.06 LamarAdv LAMR 3.7 29 107.34 –5.34 .50 16.97 5.56 MarketWise MKTW ... dd 5.95 ... ... 7.53 1.13 NavitasSemiWt NVTSW ... ... 2.51 –0.54 ... 2.65 0.26 OtonomoTechWt OTMOW ... ... .29 ... ... 11.98 7.99 Procaps PROC ... dd 9.13 –0.02 ...
201.31 145.79 LancasterColony LANC 2.0 33 162.09 –3.76 .80 23.54 11.38 MarlinBusSvcs MRLN 2.4 7 23.49 –0.01 .14 86.48 41.40 nCino NCNO ... dd 41.68 –4.44 ... 5.73 1.14 Otonomy OTIC ... dd 1.87 –0.16 ... 1.65 0.44 ProcapsWt PROCW ... ... .80 +0.03 ...
12.88 7.65 Landec LNDC ... dd 10.80 –0.16 ... 37.90 11.56 Marqeta MQ ... dd 11.81 –1.90 ... 26.75 10.59 NektarTherap NKTR ... dd 10.95 –1.15 ... 71.89 39.35 OtterTail OTTR 2.5 18 62.98 –1.30 .39 22.11 14.73 ProfessionalHldg PFHD ... 13 21.80 +0.55 ...
30.00 21.59 LandmarkBncp LARK 2.7 7 28.61 +0.08 .1905 171.68 115.50 Marriott MAR ... cc 156.99 –5.81 ... 73.54 21.86 NeoGames NGMS ... 55 22.31 –2.31 ... 20.99 12.91 Outbrain OB ... dd 12.99 –1.62 ... 7.86 0.66 Progenity PROG ... dd 1.24 –0.45 ...
16.99 2.91 LandosBio LABP ... dd 2.94 –0.78 ... 18.10 14.72 MartenTransport MRTN 1.0 17 16.08 –0.45 .04 48.85 34.85 Neogen NEOG ... 66 35.03 –3.89 ... 61.00 34.68 OutsetMedical OM ... dd 38.36 +1.95 ... 53.99 39.91 ProgressSoftware PRGS 1.6 25 44.50 –1.42 .175
188.63 138.30 LandstarSystem LSTR .6 19 162.88 –4.38 2.00 3.67 1.64 MartinMidstream MMLP .6 dd 3.12 +0.05 .005 14.90 3.25 NeoleukinTherap NLTX ... dd 3.25 –0.58 ... 112.30 40.80 Overstock OSTK ... 20 40.86 –8.29 ... 68.32 36.82 Progyny PGNY ... 41 36.88 –6.31 ...
31.60 15.28 Lantheus LNTH ... dd 25.23 –2.06 ... 93.85 37.92 MarvellTech MRVL .3 dd 72.55 –10.45 .06 34.44 12.11 NerdWallet NRDS ... dd 13.12 –0.22 ... 4.80 2.52 OvidTherap OVID ... 2 3.10 –0.03 ... 9.95 9.62 ProjectEnerReimag PEGR ... ... 9.68 –0.03 ...
18.71 7.86 Largo LGO ... 18 8.12 –2.20 ... 305.21 205.10 Masimo MASI ... 54 217.91 –15.17 ... 6.97 3.84 Net1UEPS UEPS ... dd 5.00 –0.08 ... 8.53 5.77 OxfordLane OXLC 11.3 3 8.00 –0.05 .075 10.63 9.65 ProjectEnReimagUn PEGRU ... ... 9.90 –0.10 ...
20.55 7.00 LarimarTherap LRMR ... dd 8.61 –0.54 ... 33.63 23.42 MasterCraftBoat MCFT ... 8 23.72 –2.77 ... 96.82 58.83 NetApp NTAP 2.4 20 84.28 –11.13 .50 5.22 3.46 OxfordSquare OXSQ 10.5 3 4.01 –0.16 .035 0.71 0.47 ProjectEnerReimag PEGRW ... ... .55 ... ...
10.04 9.60 LarkspurHealth LSPRU ... ... 9.94 –0.10 ... 182.00 115.09 MatchGroup MTCH ... 60 115.84 –5.31 ... 134.33 77.97 NetEase NTES .8 35 96.99 –6.37 .225 25.89 9.86 OysterPtPharma OYST ... dd 12.98 –0.65 ... 40.49 16.11 PrometheusBio RXDX ... dd 32.54 –2.75 ...
19.70 5.76 Latch LTCH ... dd 6.15 –0.18 ... 87.40 18.22 Materialise MTLS ... cc 18.34 –2.36 ... 700.99 379.99 Netflix NFLX ... 35 397.50 –128.19 ... 68.77 17.93 OzonHoldings OZON ... dd 17.94 –5.00 ... 9.46 4.13 ProQR Therap PRQR ... dd 5.07 –1.69 ...
6.36 1.28 LatchWt LTCHW ... ... 1.54 +0.08 ... 16.32 6.18 MatrixService MTRX ... dd 6.93 –1.18 ... 46.38 26.07 Netgear NTGR ... 10 27.02 –2.68 ... 9.25 6.10 ProspectCapital PSEC 8.5 3 8.49 –0.27 .06
34.73
85.45
12.69
37.38
Latham
LatticeSemi
SWIM
LSCC
...
...
dd
92
16.24
53.91
–3.69
–10.23
...
...
23.31
37.60
16.92
10.00
Mattel
Matterport
MAT
MTTR
...
... dd
9 20.34
10.33
–1.99
–3.01
...
...
34.87
120.27
24.82
71.88
NetScout
Neurocrine
NTCT
NBIX
...
...
61
16
30.11
75.10
–1.51
–3.26
...
... PQ 50.54
22.98
12.80
5.23
ProtagonistTherap
ProtaraTherap
PTGX
TARA
...
...
dd
dd
29.33
5.27
–6.63
–1.10
...
...
19.02 9.41 LaureateEduc LAUR .0 dd 11.71 –0.20 .58 43.75 30.45 MatthewsIntl MATW 2.6 cc 34.16 –2.99 .22 22.43 3.54 Neuronetics STIM ... dd 3.56 –0.45 ... 27.88 7.54 Proterra PTRA ... dd 7.57 –2.52 ...
62.10 44.15 LawsonProducts LAWS ... 43 48.31 +1.76 ... 17.44 6.51 MaxCyte MXCT ... ... 6.59 –1.18 ... 27.38 8.29 NeuroPace NPCE ... dd 9.26 –1.10 ... 81.77 25.50 PAM Transport PTSI ... 10 67.70 –5.13 ... 79.75 10.72 Prothena PRTA ... 34 35.23 –4.30 ...
4.17 1.33 LeapTherap LPTX ... dd 2.11 –0.73 ... 57.97 10.45 MaxeonSolar MAXN ... dd 10.71 –1.69 ... 57.00 20.47 NewFortressEner NFE 2.0 dd 20.50 –3.59 .10 9.70 5.65 P&FIndustries PFIN ... 48 6.19 +0.02 ... 15.98 3.86 ProventionBio PRVB ... dd 3.90 –0.85 ...
44.43 13.20 LeeEnterprises LEE ... 9 35.80 –4.58 ... 77.89 30.47 MaxLinear MXL ... dd 58.01 –7.93 ... 14.11 11.15 NewMtnFin NMFC 9.2 6 12.98 –0.35 .30 24.94 11.05 PCB Bancorp PCB 2.1 10 22.75 –1.59 .12 18.48 14.50 ProvidentFin PROV 3.4 14 16.62 –0.25 .14
28.84 13.95 LegacyHousing LEGH ... 12 23.13 –1.84 ... 9.99 9.85 MaxproCapA JMAC ... ... 9.94 ... ... 10.50 9.97 NewProvidenceAcqnII NPABU ... ... 10.05 –0.05 ... 55.21 40.08 PCConnection CNXN .0 17 41.64 +0.50 1.00 15.95 11.68 PrudentialBncp PBIP 2.0 14 13.83 +0.01 .07
40.94 14.04 LegalZoom LZ ... dd 14.64 –0.38 ... 0.51 0.31 MaxproCapWt JMACW ... ... .31 –0.05 ... 9.97 9.55 NewProvidenceII A NPAB ... ... 9.86 ... ... 9.20 5.28 PCTEL PCTI 4.1 58 5.34 –0.19 .055 76.96 21.61 PubMatic PUBM ... 26 23.13 –3.07 ...
10.01 9.73 LegatoMergerII LGTO ... ... 9.83 –0.01 ... 32.83 18.42 McAfee MCFE 1.7 dd 25.62 –0.14 .115 0.69 0.50 NewProvidenceII Wt NPABW ... ... .62 +0.06 ... 59.00 21.53 PDC Energy PDCE .9 cc 54.01 –2.47 .50 68.76 23.57 Pulmonx LUNG ... dd 23.82 –3.97 ...
10.12 9.95 LegatoMergerIIUn LGTOU ... ... 10.04 –0.01 ... 87.53 67.08 McGrathRent MGRC 2.3 20 75.89 –2.30 .435 4.93 3.51 NY Mortgage NYMT 11.1 7 3.59 –0.19 .10 33.78 16.44 PDF Solutions PDFS ... dd 25.92 –2.19 ... 14.14 2.38 PumaBiotech PBYI ... dd 2.40 –0.38 ...
0.60 0.45 LegatoMergerIIWt LGTOW ... ... .45 –0.03 ... 10.20 10.00 McLarenTech MLAIU ... ... 10.10 +0.04 ... 10.20 10.00 NewcourtAcqn NCACU ... ... 10.14 –0.01 ... 15.75 9.39 PDLCommBncp PDLB ... 21 15.48 +0.09 ... 65.90 35.00 PureTechHealth PRTC ... dd 37.32 –0.83 ...
58.00 23.41 LegendBiotech LEGN ... dd 39.21 –2.29 ... 10.05 9.80 McLarenTechA MLAI ... ... 9.89 –0.02 ... 10.00 9.87 NewcourtAcqnA NCAC ... ... 9.90 –0.02 ... 63.04 11.02 PLBY Group PLBY ... dd 16.17 –5.81 ... 41.08 8.41 PurpleInnovation PRPL ... dd 8.59 –1.83 ...
64.50 43.03 LeMaitreVascular LMAT 1.0 33 43.84 –1.95 .11 0.75 0.31 McLarenTechWt MLAIW ... ... .31 –0.11 ... 0.70 0.45 NewcourtAcqnWt NCACW ... ... .45 –0.02 ... 45.52 16.48 PMV Pharm PMVP ... dd 16.80 –0.80 ... 9.11 3.69 Puyi PUYI ... dd 6.73 +0.24 ...
372.64 105.00 LendingTree TREE ... cc 128.24 –9.96 ... 9.50 3.50 MedallionFin MFIN ... 4 6.82 +0.14 ... 30.10 20.36 NewellBrands NWL 4.0 16 23.00 –0.85 .23 19.00 7.90 PyxisOncology PYXS ... ... 9.52 –0.78 ...
January 24, 2022 BARRON’S 55

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.
3.98 0.27 Q&K Intl QK ... dd .43 –0.02 ... 84.85 62.51 SS&C Tech SSNC 1.0 29 79.52 –3.99 .20 21.01 18.90 SouthernStatesBcsh SSBK 1.8 ... 19.99 +0.12 .09 10.2010.03 ThriveAcqn THACU ... ... 10.07–0.05 ... 50.3415.72 Veritone VERI ... dd 15.78–2.37 ...
62.3437.71 QCR Holdings QCRH .4 10 58.04 –3.72 .06 20.06 13.68 SSR Mining SSRM 1.2 15 17.06 +0.62 .05 45.36 30.98 SouthsideBcshs SBSI 3.1 12 42.27 –2.35 .33 9.98 9.83 ThriveAcqnA THAC ... ... 9.90–0.02 ... 9.72 3.66 VeronaPharma VRNA ... dd 6.37–0.38 ...
12.187.17 QIWI QIWI 14.6 2 7.19 –0.77 .30 763.22 435.77 SVB Fin SIVB ... 18 581.76 –122.65 ... 17.41 12.64 SovosBrands SOVO ... cc 13.60 –0.55 ... 0.65 0.36 ThriveAcqnWt THACW ... ... .36–0.04 ... 18.427.60 VerricaPharm VRCA ... dd 7.75–0.57 ...
8.48 2.28 QilianIntl QLI ... ... 2.42 –0.04 ... 19.02 12.31 SabraHealthcare SBRA 9.1 dd 13.19 –1.12 .30 26.36 17.28 SpartanNash SPTN 3.3 14 24.48 –0.72 .20 16.849.55 ThunderBridgeIV A THCP ... ... 9.70+0.01 ... 14.308.59 VersaBank VBNK .7 15 11.70–0.22 .0196
134.08
201.68 Qorvo QRVO ... 14 134.31 –14.42 ... 16.88 7.05 Sabre SABR ... dd 8.61 –1.06 ... 4.54 0.93 SpectrumPharm SPPI ... dd .95 –0.18 ... 1.49 0.80 ThunderBridgeIVWt THCPW ... ... .80–0.08 ... 39.7112.86 Vertex VERX ... ... 13.48–0.53 ...
193.58
122.17 Qualcomm QCOM 1.6 21 164.93 –23.76.68 87.98 72.75 SafetyInsurance SAFT 4.5 8 80.69 –3.63 .90 22.24 11.57 SperoTherap SPRO ... dd 11.60 –1.60 ... 67.005.70 TilrayBrands TLRY ... dd 5.79–1.07 ... 242.99
176.36 VertxPharm VRTX ... 27 228.08
–5.98 ...
57.2825.25 QualtricsIntl XM ... dd 25.37 –1.86 ... 28.58 19.20 SagaComm SGA 2.8 14 22.97 –0.68 .50 10.20 10.03 SpindletopHlth SHCAU ... ... 10.10 –0.02 ... 30.7525.20 TimberlandBncp TSBK 2.9 9 28.77–0.55 .21 78.0029.50 VerveTherap VERV ... dd 32.52–0.27 ...
148.84
90.26 Qualys QLYS ... 68 124.28 –2.01 ... 10.20 9.97 SagaliamAcqn SAGAU ... ... 9.99 –0.03 ... 9.93 9.55 SpindletopHlth SHCA ... ... 9.89 –0.03 ... 38.5820.55 TitanMachinery TITN ... 15 30.03–4.01 ... 12.409.38 ViaRenewables VIA6.4 13 11.33–0.21 .1813
92.5727.01 Quanterix QTRX ... dd 27.38 –5.27 ... 91.75 36.13 SageTherap SAGE ... 3 38.21 –4.72 ... 0.65 0.40 SpindletopHlthWt SHCAW ... ... .42 ... ... 29.1820.95 TivityHealth TVTY ... 10 24.09–1.00 ... 101.60
31.80 ViacomCBS A VIACA 2.8 7 34.54–6.64 .24
9.47 4.75 Quantum QMCO ... dd 4.75 –0.78 ... 365.50 171.16 Saia SAIA ... 33 272.74 –3.86 ... 31.75 17.36 SpiritofTexas STXB 1.7 11 28.33 –2.64 .12 4.95 0.78 TizianaLife TLSA ... dd .80–0.03 ... 101.97
28.29 ViacomCBS B VIAC 3.1 6 31.25–5.57 .24
25.005.01 Quantum-Si QSI ... dd 5.40 –0.44 ... 6.82 1.40 SalemMedia SALM ... 3 2.88 –0.44 ... 178.18 105.45 Splunk SPLK ... dd 115.28 –7.34 ... 2.12 0.23 TonixPharm TNXP ... dd .23–0.05 ... 69.166.86 ViantTech DSP ... dd 6.96–1.58 ...
11.501.01 Quantum-SiWt QSIAW ... ... 1.27 –0.09 ... 44.60 8.52 SanaBiotech SANA ... dd 8.63 –2.74 ... 12.86 7.16 SpokHoldings SPOK 5.2 dd 9.56 –0.04 .125 10.166.78 Torm TRMD ... dd 6.83–1.40 ... 68.7638.20 ViaSat VSAT ... 97 46.50+0.71 ...
10.480.77 Quhuo QH ... dd .93 +0.04 ... 0.63 0.39 SanabyHlthIWt SANBW ... ... .39 –0.07 ... 28.22 12.69 Sportradar SRAD ... ... 12.71 –2.76 ... 41.3124.81 TowerSemi TSEM ... 30 35.26–4.94 ... 18.6811.96 Viatris VTRS 3.3 dd 14.53–0.69 .12
265.00
103.31 Quidel QDEL ... 5 105.01 –9.87 ... 10.44 10.05 SanabyHealthI SANBU ... ... 10.16 +0.02 ... 18.05 9.73 SportsmansWrhs SPWH ... 6 10.72 +0.16 ... 34.7922.97 TowneBank TOWN 2.5 10 31.93–2.45 .20 18.1414.68 ViaviSolutions VIAV ... dd 16.52–0.42 ...
25.9913.23 QuinStreet QNST ... 68 15.06 –1.20 ... 10.10 9.87 SanabyHlthIA SANB ... ... 9.93 –0.01 ... 10.03 9.79 SportsMapTech SMAP ... ... 9.86 +0.02 ... 239.86
139.11 TractorSupply TSCO 1.0 27 209.11
–12.86 .52 164.76
74.08 Vicor VICR ... 69 90.98–17.59 ...
6.42 1.69 Quotient QTNT ... dd 1.92 –0.18 ... 200.00 133.27 SandersonFarms SAFM .9 9 187.08 –2.31 .44 11.16 10.03 SportsMapTech SMAPU ... ... 10.13 –0.04 ... 114.09
46.71 TradeDesk TTD ... 61 59.45–16.02 ... 43.0915.69 VictoryCapital VCTR 1.7 9 31.36–2.17 .17
17.397.07 QurateRetailB QRTEB .0 3 7.25 –0.661.25 52.04 32.76 SandySpringBncp SASR 2.7 10 47.30 –4.32 .32 0.65 0.39 SportsMapTechWt SMAPW ... ... .41 –0.06 ... 102.33
59.35 Tradeweb TW .4 79 89.45–2.26 .08 16.288.52 VidlerWater VWTR ... 23 11.29–0.41 ...
14.626.74 QurateRetailA QRTEA .0 2 7.11 –0.851.25 94.97 77.52 Sanfilippo JBSS .8 15 86.00 –2.86 2.30 96.48 51.72 SpringWorks SWTX ... dd 54.24 –8.24 ... 17.188.20 TransActTechs TACT ... dd 8.78–0.97 ... 12.472.68 View VIEW ... ... 2.74–0.39 ...
56.402.31 Qutoutiao QTT ... dd 2.31 –0.25 ... 15.45 5.64 SangamoTherap SGMO ... dd 5.68 –0.72 ... 31.31 20.52 SproutsFarmersMkt SFM ... 12 28.57 –0.67 ... 101.05
34.44 Transcat TRNS ... 58 89.49–4.62 ... 2.78 0.31 ViewWt VIEWW ... ... .37–0.04 ...
29.95 ... SangomaTechs SANG ... dd 16.31 –0.09 ... 28.49 2.25 SpruceBio SPRB ... dd 2.58 –0.85 ... 7.00 1.95 TransCodeTherap RNAZ ... dd 2.03–0.48 ... 8.25 3.79 ViewRay VRAY ... dd 4.45–0.32 ...
14.23
RST 43.63
54.26
30.59
45.17
Sanmina
Sanofi
SANM
SNY
...
2.7 19
9 37.36
51.24
–3.40
–0.69
...
1.9061
163.08
11.04
70.17
2.56
StaarSurgical
Stagwell
STAA
STGW
...
...
cc
dd
71.56
6.96
–3.87
–0.20
...
...
49.50
64.5822.00
TransMedics
TravelCenters
TMDX
TA
... dd
... 15
14.63
40.84
–1.88 ...
–4.20 ...
14.55
10.09
10.52
3.81
VigilNeurosci
VikingTherap
VIGL
VKTX
... ...
... dd
14.02
3.81
+0.02 ...
–0.43 ...
38.32 24.30 SapiensInt SPNS ... 40 30.56 –1.71 ... 26.00 9.55 StarBulkCarriers SBLK 14.9 5 20.10 –2.18 1.25 19.838.11 Travelzoo TZOO ... 24 8.67–1.24 ... 26.3121.00 VillageSuper A VLGEA 4.5 13 21.99–0.26 .25
43.26 14.89 RaptTherap RAPT ... dd 21.00 –8.60 ... 11.80 5.95 SarcosTech&Robotic STRC ... dd 7.80 +0.01 ... 5.40 1.11 StarEquity STRR ... dd 1.25 –0.74 ... 33.0912.75 TravereTherap TVTX ... dd 25.57–1.97 ... 58.0013.78 Vimeo VMEO ... ... 13.83–0.86 ...
27.81 16.05 RBB Bancorp RBB 2.0 10 26.46 –1.04 .13 2.06 0.51 SarcosTechRobotWt STRCW ... ... 1.21 –0.03 ... 126.32 95.47 Starbucks SBUX 2.0 27 96.31 –3.81 .49 37.1715.00 TreaceMed TMCI ... dd 18.51–1.97 ... 19.469.65 VinciPartnersInvt VINP 3.5 19 13.12+0.94 .30
250.52 160.51 RBC Bearings ROLL ... 61 190.40 –14.23 ... 101.24 61.31 SareptaTherap SRPT ... dd 63.47 –7.63 ... 51.90 16.16 StateAutoFin STFC .8 32 51.55 –0.25 .10 19.577.51 TreanInsurance TIG ... 17 7.68–0.26 ... 13.488.88 VintageWineEstates VWE ... dd 9.18–1.03 ...
94.33 37.91 RCI Hospitality RICK .2 21 72.39 –12.56 .04 7.48 4.06 SatsumaPharm STSA ... dd 4.58 +0.05 ... 2.58 0.68 StealthBioTher MITO ... dd .76 –0.14 ... 23.7613.20 TremorIntl TRMR ... ... 13.56–0.74 ... 18.992.00 ViomiTech VIOT ... 6 2.03–0.07 ...
12.49 2.48 RCM Tech RCMT ... 21 6.07 –0.89 ... 3.58 1.03 Savara SVRA ... dd 1.15 –0.15 ... 2.89 2.03 StealthGas GASS ... 28 2.09 –0.16 ... 3.64 0.65 TreviTherap TRVI ... dd .67–0.05 ... 27.2813.44 ViperEnergyPtrs VNOM 6.1 dd 25.06–1.44 .38
16.66 3.40 REE Automotive REE ... dd 4.40 –0.85 ... 40.83 23.47 ScanSource SCSC ... 12 31.62 –2.68 ... 74.37 33.77 SteelDynamics STLD 2.0 5 52.45 –9.76 .26 9.90 3.55 Tricida TCDA ... dd 8.81–0.10 ... 141.01
29.50 VirBiotech VIR ... dd 33.46–5.24 ...
5.15 0.67 REEAutoWt REEAW ... ... .89 –0.19 ... 59.34 27.72 SchnitzerSteel SCHN 2.0 6 37.27 –5.46 .1875 55.19 28.52 StepStone STEP 1.8 10 32.85 –4.31 .15 51.6636.87 TriCoBancshares TCBK 2.3 11 43.50–1.42 .25 24.802.64 ViractaTherap VIRX ... dd 2.65–0.52 ...
49.50 24.80 REGENXBIO RGNX ... dd 24.91 –3.05 ... 70.00 17.52 ScholarRock SRRK ... dd 17.76 –2.47 ... 79.97 55.76 Stericycle SRCL ... cc 57.90 –1.38 ... 38.7227.86 TriMas TRS .5 22 33.95–1.42 .04 4.61 2.66 VircoMfg VIRC ... dd 3.09–0.05 ...
9.63 5.49 RF Industries RFIL ... 12 7.03 –0.37 ... 43.54 24.69 Scholastic SCHL 1.5 40 40.94 –2.07 .15 28.99 18.07 SterlingCheck STER ... dd 18.15 –1.30 ... 96.4965.37 Trimble TRMB ... 32 70.62–5.30 ... 11.285.88 VirginOrbit VORB ... ... 8.28–0.27 ...
26.02 21.32 RGC Resources RGCO 3.5 18 22.40 –0.15 .195 117.00 26.26 Schrodinger SDGR ... dd 27.08 –3.61 ... 29.67 19.20 SterlingCnstr STRL ... 13 26.35 –1.54 ... 6.82 1.21 TrinityBiotech TRIB ... 2 1.31–0.08 ... 3.47 0.82 VirginOrbitWt VORBW ... ... 1.24–0.12 ...
7.00 0.45 RISE Education REDU ... dd .50 –0.02 ... 10.30 9.90 SchultzeSpacII SAMAU ... ... 10.00 +0.02 ... 51.56 32.31 StevenMadden SHOO 1.5 22 39.73 –2.21 .15 18.5013.46 TrinityCapital TRIN 7.2 5 17.39–0.32 .36 32.3523.19 VirtuFinancial VIRT 3.4 7 28.54–0.53 .24
10.00 9.82 ROC Energy ROC ... ... 9.83 –0.02 ... 16.80 9.67 SchultzeSpecII A SAMA ... ... 9.85 +0.08 ... 113.76 14.36 StitchFix SFIX ... dd 14.57 –2.03 ... 45.1921.40 Trip.com TCOM ... 12 25.77+2.05 ... 338.80
200.94 VirtusInvtPtrs VRTS 2.3 10 261.51
–22.79 1.50
0.35 0.22 ROC Energy Rt ROCAR ... ... .25 +0.01 ... 0.63 0.43 SchultzeSpecIIWt SAMAW ... ... .48 –0.02 ... 67.40 40.76 StockYardsBncp SYBT 1.8 22 61.37 –3.58 .28 64.9523.52 TripAdvisor TRIP ... dd 27.49–1.47 ... 10.009.81 ViscogliosiBros VBOCU ... ... 9.92–0.04 ...
10.20 10.00 ROCEnergyAcqnUn ROCAU ... ... 10.07 –0.09 ... 15.10 8.42 Science37 SNCE ... dd 8.60 –0.69 ... 69.52 17.71 StokeTherap STOK ... dd 18.10 –1.48 ... 32.7117.16 TriStateCapital TSC ... 17 29.69–2.63 ... 9.93 9.73 VisionSensingA VSAC ... ... 9.90–0.03 ...
31.28 18.71 R1RCM RCM ... dd 21.54 +1.42 ... 90.20 36.89 ScientificGames SGMS ... 31 56.10 –5.20 ... 95.12 14.02 StoneCo STNE ... dd 14.46 –2.16 ... 9.51 1.82 Triterras TRIT ... 38 1.82–0.20 ... 0.50 0.32 VisionSensingWt VSACW ... ... .32–0.03 ...
4.95 0.98 RVL Pharm RVLP ... dd 1.20 +0.07 ... 22.29 11.33 SciPlay SCPL ... 14 12.12 –0.28 ... 72.34 52.31 StoneX SNEX ... 11 61.80 –1.43 ... 11.006.78 TritiumDCFC DCFC ... ... 7.25–1.97 ... 142.96
91.61 Visteon VC ... cc 104.80
–16.04 ...
26.43 12.45 RackspaceTech RXT ... dd 13.00 +0.22 ... 19.95 1.20 ScopusBio SCPS ... dd 1.21 –0.18 ... 56.95 17.82 Stratasys SSYS ... dd 21.81 –2.23 ... 2.85 0.96 TritiumDCFC Wt DCFCW ... ... 1.31–0.36 ... 18.618.45 VitaCoco COCO ... ... 9.60–0.73 ...
18.79 10.62 RadiusGlbInfr RADI ... dd 14.05 –0.41 ... 8.20 3.48 scPharm SCPH ... dd 4.06 –0.03 ... 96.73 52.67 StrategicEd STRA 4.4 34 54.93 –3.09 .60 136.01
55.31 TriumphBancorp TBK ... 22 96.61–23.28 ... 31.2415.14 VitalFarms VITL ... cc 16.53–1.86 ...
26.16 5.92 RadiusHealth RDUS ... dd 6.47 +0.07 ... 9.98 9.89 ScreamingEagle SCRMU ... ... 9.93 +0.01 ... 67.28 31.89 Strattec STRT ... 11 41.28 +1.76 ... 5.88 1.93 trivago TRVG ... dd 2.16–0.09 ... 18.4810.61 Vitru VTRU ... 48 13.80 ... ...
38.84 17.68 RadNet RDNT ... 41 26.40 –1.76 ... 24.78 14.30 ScrippsEW SSP ... 19 19.67 –1.87 ... 37.59 23.20 StratusProp STRS ... dd 33.40 –1.08 ... 6.25 3.08 TrueCar TRUE ... 5 3.15–0.58 ... 14.359.21 VividSeats SEAT .0 dd 9.34–1.76 .23
42.19 24.93 Radware RDWR ... 95 32.37 –2.82 ... 3.44 0.66 SeaChange SEAC ... dd 1.26 –0.25 ... 35.80 8.75 StrongholdDig SDIG ... ... 9.21 –2.69 ... 158.25
69.74 Trupanion TRUP ... dd 92.92–7.34 ... 4.00 0.86 VividSeatsWt SEATW ... ... 2.09–0.75 ...
23.90 8.96 RainTherap RAIN ... dd 9.10 –2.83 ... 40.93 29.28 SeacoastBkgFL SBCF 1.4 18 37.15 –2.00 .13 28.00 20.00 SummitFin SMMF 2.7 8 26.38 –1.25 .18 41.4729.78 TrustcoBank TRST 4.2 11 33.56–1.96 .35 20.3614.53 Vodafone VOD 9.8 dd 15.83–0.62 .5324
25.78 8.06 Rallybio RLYB ... dd 9.20 +0.33 ... 117.67 58.35 Seagate STX 2.9 14 95.52 –13.68 .70 20.00 11.83 SummitStateBk SSBI 3.1 7 15.27 –0.81 .12 36.3127.23 Trustmark TRMK 2.8 12 32.88–2.37 .23 20.8710.85 Vonage VG ... dd 20.78–0.04 ...
19.99 2.76 RamacoRscs METC 2.0 32 11.62 –2.33 .0567 199.00 127.37 Seagen SGEN ... dd 127.55 –9.54 ... 12.30 2.06 SummitTherap SMMT ... dd 2.06 –0.33 ... 14.714.18 TScanTherap TCRX ... ... 4.61–0.44 ... 63.627.94 VorBiopharma VOR ... dd 8.40–0.72 ...
29.89 17.95 Rambus RMBS ... ... 24.60 –3.36 ... 10.14 9.72 SeaportCalibreMatl SCMA ... ... 9.83 –0.03 ... 46.37 11.04 SumoLogic SUMO ... dd 11.04 –0.83 ... 5.28 0.80 Tuniu TOUR ... dd 1.33–0.03 ... 9.10 2.46 VoyagerTherap VYGR ... dd 2.83–0.11 ...
27.40 17.68 RandolphBancorp RNDB 2.5 9 24.40 +0.70 .15 10.56 9.99 SeaportCalibre SCMAU ... ... 10.00 –0.08 ... 44.13 23.97 SunCountryAir SNCY ... 20 25.07 –2.52 ... 141.30
34.16 TurningPtTherap TPTX ... dd 35.91–2.43 ... 53.336.91 Vroom VRM ... dd 7.31–0.71 ...
35.31 9.82 RangerOil ROCC ... dd 28.68 –3.22 ... 0.55 0.35 SeaportCalibreMtls SCMAW ... ... .35 –0.10 ... ... ... SunfireAcqn SUNFU ... ... 10.00 ... ... 38.7018.25 TurtleBeach HEAR ... 11 18.51–2.92 ... 12.172.18 WaveLifeSci WVE ... dd 2.18–0.45 ...
36.27 9.24 RaniTherap RANI ... dd 18.88 –1.79 ... 10.25 9.93 SeaportGlblAcqnII SGIIU ... ... 10.00 ... ... 17.07 5.03 SunOpta STKL ... dd 5.04 –0.84 ... 79.8418.85 TuSimple TSP ... dd 18.95–5.67 ... 333.42
207.11 WD-40 WDFC 1.4 48 228.12
–26.64 .78
27.04 6.39 RapidMicro RPID ... dd 6.94 –0.34 ... 11.00 9.67 SeaportGlblAcqnII SGII ... ... 9.89 +0.04 ... 57.52 15.70 SunPower SPWR ... 9 15.80 –4.37 ... 18.164.40 23andMe ME ... dd 4.50–0.68 ... 56.3040.64 WSFS Financial WSFS 1.0 9 51.72–4.34 .13
145.00 72.02 Rapid7 RPD ... dd 91.91 –4.54 ... 0.60 0.43 SeaportGlbAcqnIIWt SGIIW ... ... .44 –0.02 ... 87.56 25.75 SunRun RUN ... dd 25.91 –5.90 ... 16.207.86 TwinDisc TWIN ... dd 11.14–1.31 ... 41.1311.91 WW Intl WW ... 18 12.36–1.71 ...
13.23 9.21 RattlerMidstrm RTLR 8.3 14 12.11 –0.22 .25 22.97 11.60 SeaSpine SPNE ... dd 11.95 –1.01 ... 47.99 30.52 SuperMicroComp SMCI ... 20 41.01 –4.56 ... 52.11
202.18 TwistBiosci TWST ... dd 52.89–6.93 ... 4.33 0.58 Waitr WTRH ... 18 .61–0.03 ...
12.75 4.56 RealGoodFood RGF ... ... 6.61 –0.26 ... 3.23 0.33 SecooHolding SECO ... ... .37 +0.01 ... 29.33 19.90 SuperiorGroup SGC 2.3 9 20.47 –1.34 .12 64.0013.77 2seventybio TSVT ... ... 20.07–2.43 ... 57.0543.62 WalgreensBoots WBA 3.6 7 52.50–1.80 .4775
6.66 0.77 RealNetworks RNWK ... dd .79 –0.10 ... 26.89 12.78 SecureWorks SCWX ... dd 14.00 –0.99 ... 34.50 23.15 SupernusPharms SUPN ... 20 29.65 –0.71 ... 59.7414.25 2U TWOU ... dd 14.29–2.14 ... 34.4215.81 WalkMe WKME ... ... 16.25–0.74 ...
30.22 8.95 RealReal REAL ... dd 9.25 –1.42 ... 10.18 7.34 SecurityNatFin SNFCA ... 5 8.98 –0.43 ... 13.90 3.71 SurfaceOncol SURF ... 12 3.72 –0.58 ... 31.3611.06 TyraBiosciences TYRA ... ... 11.55–0.91 ... 50.2331.50 WarnerMusic WMG 1.5 67 39.15–1.12 .15
153.41 25.02 ReataPharm RETA ... dd 26.18 –2.56 ... 84.60 14.84 Seer SEER ... dd 15.61 –3.98 ... 3.27 0.63 Surgalign SRGA ... dd .70 –0.15 ... 38.0625.95 WashingtonFederal WAFD 2.6 13 34.80–2.70 .23
11.21
42.81
65.07 46.10
RecursionPharm
RedRiverBcshs
RXRX
RRBI
...
.5
dd
12
11.25
52.72
–2.56
–0.92
...
.07
5.70
91.46
2.37
62.81
SelectaBiosci
SelectiveIns
SELB
SIGI
...
1.5
dd
11
2.39
77.07
–0.38
–2.01
...
.28
69.58
62.27
27.18
42.47
SurgeryPartners
Surmodics
SGRY
SRDX
...
...
dd
cc
42.09
43.95
–5.60
–3.11
...
...
UVW 60.96
22.74
42.43
18.00
WashTrBcp
WaterstoneFinl
WASH
WSBF
3.7 14
3.9 6
58.25
20.54
–1.48 .54
–0.54 .50
41.34 13.71 RedRobin RRGB ... dd 13.87 –2.37 ... 27.18 2.95 Sema4 SMFR ... dd 3.17 –0.87 ... 28.30 9.62 SutroBioph STRO ... dd 10.07 –0.63 ... 36.6917.96 WaysideTech WSTG 2.3 15 29.00–3.70 .17
58.74 23.04 RedRockResorts RRR .0 31 43.43 –5.02 3.00 12.00 0.63 Sema4Wt SMFRW ... ... .68 –0.07 ... 10.20 9.85 SwiftmergeAcqn IVCPU ... ... 9.98 –0.01 ... 94.80 53.77 UFP Inds UFPI 1.0 11 80.25 –8.35 .20 34.956.10 WeatherfordIntl WFRD ... dd 29.32–3.29 ...
27.22 5.10 Redbox RDBX ... 66 5.70 +0.12 ... 10.21 10.05 SemperParatus LGSTU ... ... 10.09 –0.03 ... 17.96 7.47 Synalloy SYNL ... 44 15.96 –1.34 ... 112.24 68.00 UMB Fin UMBF 1.5 11 100.53 –10.88 .37 64.7027.30 Weibo WB ... 23 33.46–0.78 ...
4.40 0.48 RedboxWt RDBXW ... ... .75 +0.06 ... 9.99 9.75 SemperParatusA LGST ... ... 9.89 –0.02 ... 299.39 99.00 Synaptics SYNA ... 62 197.59 –47.98 ... 23.56 10.00 USA Truck USAK ... 9 18.18 –2.39 ... 19.904.65 Wejo WEJO ... ... 4.90–0.55 ...
98.45 28.67 Redfin RDFN ... dd 28.73 –3.68 ... 0.51 0.43 SemperParatusWt LGSTW ... ... .45 –0.03 ... 6.59 2.04 Synchronoss SNCR ... dd 2.04 –0.20 ... 18.75 10.53 USCB Financial USCB ... ... 14.24 –0.50 ... 3.21 0.48 WejoWt WEJOW ... ... .78–0.05 ...
11.52 2.24 RedHillBio RDHL ... dd 2.61 +0.14 ... 94.92 57.97 Semtech SMTC ... 45 73.36 –7.00 ... 25.68 13.02 SyndaxPharm SNDX ... dd 16.12 –1.97 ... 45.72 28.32 US Ecology ECOL ... dd 29.05 –2.44 ... 10.049.95 WelsbachTech WTMAU ... ... 9.95–0.08 ...
78.78 45.57 RegencyCtrs REG 3.6 36 69.99 –5.81 .625 62.37 36.23 SenecaFoods A SENEA ... 4 45.83 –2.09 ... 104.18 69.53 SyneosHealth SYNH ... 36 86.24 –3.75 ... 156.00 111.83 US Lime&Min USLM .5 19 123.38 –2.62 .16 ... ... WelsbachTechRt WTMAR ... ... .25 ... ...
686.62 441.00 RegenPharm REGN ... 10 621.40 +6.16 ... 61.96 37.80 SenecaFoods B SENEB ... 4 47.11 –1.09 ... 5.11 1.65 Synlogic SYBX ... dd 1.65 –0.40 ... 10.28 9.91 UTAAcqnUn UTAAU ... ... 10.09 +0.10 ... 29.4618.86 Wendy's WEN 2.0 27 21.98–1.34 .12
62.95 22.03 RelayTherap RLAY ... dd 22.15 –4.14 ... 26.50 4.70 SenseiBiotherap SNSE ... dd 4.80 –0.44 ... 377.60 217.69 Synopsys SNPS ... 63 303.31 –22.85 ... 14.20 1.88 uCloudlink UCL ... dd 1.98 –0.21 ... 23.996.84 WerewolfTherap HOWL ... dd 7.46–1.46 ...
40.00 16.34 RelmadaTherap RLMD ... dd 18.57 –1.29 ... 5.97 2.56 SenstarTech SNT 42.1 7 2.56 –0.19 1.725 7.89 1.96 SyprisSolutions SYPR ... 44 2.15 –0.13 ... 32.62 13.42 Udemy UDMY ... ... 14.96 –0.38 ... 49.7638.91 WernerEnterprises WERN 1.1 13 44.86–1.59 .12
53.65 13.02 RemitlyGlobal RELY ... dd 13.17 –1.83 ... 15.50 6.58 SeraPrognostics SERA ... dd 6.89 –1.11 ... 13.46 2.15 SyrosPharm SYRS ... dd 2.18 –0.51 ... 422.43 276.00 UltaBeauty ULTA ... 22 349.42 –25.06 ... 39.8728.65 WesBanco WSBC 3.6 10 36.24–2.00 .33
35.71 12.99 Renalytix RNLX ... dd 14.07 –1.31 ... 29.90 5.41 SeresTherap MCRB ... dd 7.51 –0.53 ... 14.41 10.55 TCG BDC CGBD 9.3 5 13.69 –0.45 .07 65.33 36.58 UltraClean UCTT ... 22 48.85 –11.49 ... 34.5019.80 WestBancorp WTBA 3.2 11 30.21–2.29 .24
46.97 32.06 Renasant RNST 2.4 12 37.44 –3.13 .22 15.39 7.95 ServiceProperties SVC .5 dd 8.64 –0.79 .01 30.14 3.41 TCR2 Therap TCRR ... dd 3.47 –0.54 ... 175.00 66.33 UltragenyxPharm RARE ... dd 67.17 –4.88 ... 66.8553.24 WestamericaBncp WABC 2.9 18 58.54–1.79 .42
17.18 5.95 ReneoPharm RPHM ... dd 7.70 –1.28 ... 2.18 0.93 ServiceSource SREV ... dd 1.01 –0.09 ... 18.00 11.03 TelaBio TELA ... dd 12.01 +0.01 ... 11.78 4.92 Ultralife ULBI ... 29 5.31 –0.42 ... 10.0810.00 WesternAcqn WAVSU ... ... 10.00–0.02 ...
4.05 1.10 ReNewEnergyWt RNWWW ... ... 1.11 –0.12 ... 6.04 0.70 SesenBio SESN ... dd .71 –0.08 ... 20.54 6.29 TFF Pharm TFFP ... dd 6.44 –0.82 ... 22.03 14.49 Umpqua UMPQ 4.1 11 20.25 –0.91 .21 78.1949.50 WesternDigital WDC ... 12 57.81–8.83 ...
14.08 5.61 ReNewEnergy RNW ... ... 5.65 –1.07 ... 10.15 10.00 7Acqn SVNAU ... ... 10.07 –0.04 ... 22.54 16.95 TFS Fin TFSL 6.4 61 17.60 –0.56 .2825 8.60 2.53 UnicoAmerican UNAM ... dd 2.92 –0.15 ... 9.98 6.31 WestNewEngBncp WNEB 2.3 9 8.66–0.49 .05
117.00 39.54 RenewableEnergy REGI ... 10 39.63 –5.64 ... 37.99 26.04 UnionBankshares UNB 4.4 10 31.47 +0.13 .35 12.951.77 WestportFuelSys WPRT ... 22 1.79–0.34 ...
67.76 41.03 Rent-A-Center RCII 3.3 14 41.16 –4.09 .34 9.97 9.80 7AcqnA SVNA ... ... 9.87 –0.01 ... 10.00 9.78 TGVentureAcqn TGVC ... ... 9.81 ... ... 40.49 18.03 uniQure QURE ... 3 18.03 –2.18 ... 25.5016.74 WeycoGroup WEYS 4.1 15 23.65–0.77 .24
24.77 4.65 RenttheRunway RENT ... dd 4.73 –0.70 ... 0.62 0.45 7AcqnWt SVNAW ... ... .46 –0.01 ... 10.43 10.10 TGVentureAcqn TGVCU ... ... 10.14 –0.09 ... 63.70 38.88 UnitedAirlines UAL ... dd 41.65 –5.09 ... 54.9930.01 Willdan WLDN ... dd 30.75–0.82 ...
40.00 13.18 RepareTherap RPTX ... dd 13.33 –1.90 ... 79.52 0.98 17Educ&Tech YQ ... dd 1.00 –0.17 ... 0.52 0.32 TGVentureAcqnWt TGVCW ... ... .35 –0.04 ... 37.71 22.70 UnitedBancshares UBOH 2.6 8 31.05 –0.95 .20 47.7826.32 WillisLease WLFC ... dd 35.01–1.19 ...
327.32 162.29 Repligen RGEN ... 88 183.81 –9.45 ... 12.81 3.11 Sharecare SHCR ... dd 3.17 –0.42 ... 10.20 10.00 TKBCritTech1 USCTU ... ... 10.10 –0.01 ... 42.50 31.57 UnitedBkshrsWV UBSI 3.9 12 36.56 –2.72 .36 271.87
199.78 WillisTowers WTW 1.4 13 225.64
–3.48 .80
46.64 19.71 Replimune REPL ... dd 20.76 –3.11 ... 3.78 0.40 SharecareWt SHCRW ... ... .44 –0.12 ... 9.98 9.77 TKBCriticalTech1 USCT ... ... 9.90 –0.01 ... 39.32 27.62 UtdCmtyBks UCBI 2.3 12 35.15 –3.94 .20 12.942.55 WiMiHologram WIMI ... dd 3.28+0.58 ...
57.62 35.60 RepublicBcpKYA RBCAA 2.5 12 49.51 –2.69 .308 59.57 6.66 ShattuckLabs STTK ... dd 6.96 –0.34 ... 0.59 0.43 TKBCriticalTech1Wt USCTW ... ... .43 –0.06 ... 36.40 19.85 UnitedFire UFCS 2.5 44 23.94 –1.45 .15 187.35
112.49 Wingstop WING .5 cc 141.80
–13.20 .17
4.61 2.73 RepublicFirstBncp FRBK ... 12 3.81 –0.15 ... 61.53 22.29 ShenandoahTel SHEN .3 1 22.45 –1.94 .07 10.15 9.97 TLGY Acqn TLGYU ... ... 10.00 –0.09 ... 18.99 13.68 UnitedGuardian UG 7.8 18 16.65 –0.20 .65 277.99
165.82 Winmark WINA .8 23 215.00
–9.02 .45
11.58 6.76 ReservoirMedia RSVR ... cc 6.88 –0.15 ... 44.04 15.30 ShoalsTech SHLS ... cc 15.40 –5.28 ... ... ... TLGY Acqn Wt TLGYW ... ... .36 ... ... 8.92 6.67 UnitedSecBcshrs UBFO 5.4 16 8.18 –0.10 .11 104.03
60.07 WintrustFin WTFC 1.3 13 97.45–5.33 .31
2.90 0.72 ReservoirMediaWt RSVRW ... ... 1.02 –0.23 ... 249.73 91.47 ShockwaveMed SWAV ... dd 134.67 –32.31 ... 15.39 1.19 TMCthemetals TMC ... dd 1.37 –0.16 ... 218.38 153.92 UnitedTherap UTHR ... 20 200.06 –13.90 ... 7.38 5.13 WisdomTreeInvs WETF 2.1 51 5.77–0.62 .03
20.16 11.49 ResourcesConnect RGP 3.2 11 17.44 –0.86 .14 46.21 20.32 ShoeCarnival SCVL .9 7 32.86 –3.28 .07 3.49 0.18 TMCtheMtlsWt TMCWW ... ... .23 ... ... 14.60 10.07 Uniti UNIT 5.0 90 12.12 –0.40 .15 22.403.39 WISeKey WKEY ... dd 3.56–0.43 ...
20.09 13.73 RetailOppor ROIC 2.4 41 18.21 –1.26 .07 23.19 12.99 ShoreBancshares SHBI 2.4 14 20.16 –0.62 .12 150.20 101.51 T-MobileUS TMUS ... 38 101.62 –6.90 ... 31.37 17.20 UnityBancorp UNTY 1.4 9 28.40 –0.40 .10 128.46
362.07 Wix.com WIX ... dd 128.58
–9.46 ...
33.83 12.34 RevanceTherap RVNC ... dd 13.43 –1.93 ... 54.50 29.58 Shyft SHYF .2 27 42.40 –4.60 .025 35.40 32.25 TPG TPG ... ... 33.38 +0.59 ... 9.78 1.19 UnityBiotech UBX ... dd 1.21 –0.27 ... 130.75
101.28 Woodward WWD .6 35 111.47
–6.20 .1625
10.09 9.86 RevelstoneCapAcqn RCACU ... ... 9.93 –0.04 ... 9.14 2.62 Sientra SIEN ... dd 2.69 –0.34 ... 81.36 11.61 TPIComposites TPIC ... dd 12.19 –0.98 ... 254.98 139.83 UnivDisplay OLED .5 36 145.53 –18.76 .20 307.81
217.60 Workday WDAY ... cc 245.69
–8.62 ...
56.18 21.67 RevolutionMed RVMD ... dd 22.71 –3.50 ... 29.42 21.48 SierraBancorp BSRR 3.2 10 27.47 –0.54 .22 224.56 154.20 TRowePrice TROW 2.7 12 159.68 –15.29 1.08 65.02 34.80 UnivElectro UEIC ... 21 35.01 –4.16 ... 265.75
108.00 WorldAcceptance WRLD ... 16 208.53
–14.10 ...
32.29 26.50 ReynoldsCnsmr REYN 3.0 20 31.00 –1.06 .23 24.00 13.68 SierraOncology SRRA ... dd 16.87 –4.15 ... 113.37 75.02 TTEC TTEC 1.2 23 76.54 –7.89 .47 27.95 16.62 UnivLogistics ULH 2.5 6 17.11 –1.21 .105 10.759.90 WorldwideWebb WWACU ... ... 10.04+0.05 ...
43.26 7.21 RhythmPharm RYTM ... dd 7.30 –1.73 ... 22.22 13.10 SierraWireless SWIR ... dd 14.50 –1.97 ... 15.89 11.73 TTM Tech TTMI ... 19 14.23 –1.06 ... 12.47 6.94 UnivStainless USAP ... dd 8.08 –0.87 ... 9.82 9.70 WorldwideWebbA WWAC ... ... 9.72–0.03 ...
11.25 4.30 RibbonComms RBBN ... 18 4.46 –1.41 ... 42.57 13.97 SightSciences SGHT ... dd 14.51 –1.37 ... 3.79 0.38 T2Biosystems TTOO ... dd .39 –0.02 ... 11.99 1.45 UniversePharm UPC ... ... 1.56 –0.07 ... 0.60 0.48 WorldwideWebbWt WWACW ... ... .49 ... ...
15.76 5.75 RichardsonElec RELL 1.9 19 12.96 –1.65 .06 45.00 1.78 SigilonTherap SGTX ... dd 1.81 –0.39 ... 17.20 5.60 Taboola TBLA ... ... 5.60 –0.78 ... 31.93 21.83 UnivestFin UVSP 2.6 9 30.20 –1.20 .20 143.88
76.03 WynnResorts WYNN ... dd 85.65–5.82 ...
5.50 2.22 RigelPharm RIGL ... dd 2.43 +0.01 ... 374.76 152.14 SignatureBank SBNY .7 22 326.33 –39.06 .56 16.20 0.87 TaboolaWt TBLAW ... ... 1.13 –0.13 ... 38.50 4.08 UpFintech TIGR ... 26 4.71 +0.33 ...
35.00 18.20 SilenceTherap SLN ... dd 19.95 –1.68 ... 69.31 10.05 TabulaRasaHlth TRHC ... dd 13.99 –1.03 ...
11.52
8.22
4.90
5.08
RiminiStreet
RiverviewBncp
RMNI
RVSB
...
2.9
dd
9
5.03
7.70
–0.10
–0.18
...
.055 44.55 35.61 SilganHoldings SLGN 1.3 14 41.92 –1.06 .14 64.53 15.45 TactileSystems TCMD ... 40 15.57 –2.41 ...
53.00
401.49
17.35
42.51
UplandSoftware
Upstart
UPLD
UPST
...
...
dd
cc
20.03
92.72
–0.18
–18.39
...
... XYZ
179.47 60.51 Rivian RIVN ... ... 64.51 –15.44 ... 59.27 36.02 Silicom SILC ... 39 44.90 –2.82 ... 214.91 138.19 TakeTwoSoftware TTWO ... 34 164.76 +12.18 ... 64.49 24.72 Upwork UPWK ... dd 25.17 –3.08 ...
85.00 12.77 Robinhood HOOD ... dd 12.98 –2.19 ... 211.98 120.15 SiliconLab SLAB ... dd 162.30 –25.01 ... 19.82 8.51 TalarisTherap TALS ... dd 9.04 –1.61 ... 42.10 26.04 UrbanOutfitters URBN ... 9 26.42 –1.73 ... 44.50 19.40 XOMA XOMA ... dd 21.34 –0.98 ...
67.48 15.64 RocketPharm RCKT ... dd 15.69 –3.08 ... 96.89 47.50 SiliconMotion SIMO 1.8 21 86.58 –5.42 .50 33.90 2.78 TalisBiomed TLIS ... dd 2.88 –0.38 ... 28.20 7.46 UroGenPharma URGN ... dd 7.61 –0.88 ... 53.08 25.82 XP XP ... 28 29.69 +0.95 ...
69.00 28.79 RockyBrands RCKY 1.6 17 39.95 –3.22 .155 67.49 31.68 SilkRoadMed SILK ... dd 31.78 –4.31 ... 12.45 1.42 Talkspace TALK ... dd 1.46 –0.09 ... 8.62 2.91 Usio USIO ... dd 2.94 –0.68 ... 20.75 10.12 XBiotech XBIT .0 dd 10.24 –1.36 2.50
10.36 4.23 RockyMtnChoc RMCF ... 34 7.80 –0.51 ... 63.41 4.20 SilverbackTherap SBTX ... dd 4.30 –0.61 ... 3.30 0.17 TalkspaceWt TALKW ... ... .19 –0.01 ... 133.87 81.01 UtahMedProducts UTMD 1.2 25 94.65 +2.55 2.00 4.15 0.95 XcelBrands XELB ... dd 1.01 –0.12 ...
16.76 5.80 RoivantSciences ROIV ... dd 7.25 –0.70 ... 17.66 13.17 SilvercrestAsset SAMG 4.1 14 16.72 –0.32 .17 10.20 9.95 Talon1Acqn TOACU ... ... 10.03 –0.12 ... 2.34 0.75 UTStarcom UTSI ... dd .92 –0.05 ... 72.94 57.23 XcelEnergy XEL 2.7 23 68.22 –0.75 .4575
2.69 0.58 RoivantSciencesWt ROIVW ... ... 1.55 –0.13 ... 33.43 24.33 SimmonsFirstNat SFNC 2.5 11 29.13 –2.78 .18 10.04 9.87 Talon1AcqnA TOAC ... ... 9.94 ... ... 5.82 0.95 Uxin UXIN ... dd 1.15 –0.09 ... 58.35 30.12 Xencor XNCR ... dd 34.26 –2.79 ...
490.76 151.53 Roku ROKU ... 75 152.13 –15.35 ... 90.92 36.90 SimulationsPlus SLP .6 85 42.25 –5.15 .06 0.49 0.28 Talon1AcqnWt TOACW ... ... .35 –0.08 ... 2.38 1.42 VEON VEON ... 7 1.42 –0.18 ... 36.42 13.98 XenonPharms XENE ... dd 26.00 –5.96 ...
24.95 1.82 Root ROOT ... dd 1.90 –0.79 ... 39.60 22.44 SinclairBroadcast SBGI 3.0 14 26.91 –3.34 .20 155.86 76.19 TandemDiabetes TNDM ... cc 123.37 +2.61 ... 10.18 10.04 VMG Consumer VMGAU ... ... 10.10 –0.02 ... 7.94 1.77 XerisBiopharma XERS ... dd 2.18 –0.04 ...
10.20 9.74 RoseHillAcqn ROSEU ... ... 10.06 –0.04 ... 33.37 6.93 SingularGenomics OMIC ... dd 7.24 –0.52 ... 18.84 8.00 TangoTherapeutics TNGX ... dd 8.30 –0.34 ... 10.29 9.82 VMGConsumerA VMGA ... ... 9.86 –0.34 ... 26.96 17.59 Xerox XRX 4.6 15 21.69 –2.13 .25
10.05 9.77 RoseHillAcqn ROSE ... ... 9.96 +0.04 ... 3.60 1.13 SioGeneTherap SIOX ... dd 1.15 –0.05 ... 19.25 1.46 TarenaIntl TEDU ... dd 1.85 +0.04 ... 0.57 0.49 VMGConsumerWt VMGAW ... ... .50 –0.05 ... 239.79 111.84 Xilinx XLNX .8 59 187.79 –10.66 .37
0.52 0.34 RoseHillAcqnWt ROSEW ... ... .34 –0.05 ... 8.14 5.75 SiriusXM SIRI 1.5 75 6.01 –0.17 .022 10.01 9.91 TargetGlobal I TGAAU ... ... 9.96 –0.01 ... 44.45 7.28 VNET VNET ... dd 8.68 –0.56 ... 27.95 8.52 XilioTherap XLO ... dd 13.62 –0.90 ...
134.22 95.05 RossStores ROST 1.2 21 95.43 –6.84 .285 341.77 75.81 SiTime SITM ... cc 195.51 –44.34 ... 43.01 16.87 TarsusPharm TARS ... dd 17.38 –3.37 ... 27.78 8.51 VOXX Intl VOXX ... dd 9.86 –0.66 ... 97.57 40.38 Xometry XMTR ... dd 51.81 –2.53 ...
9.93 9.75 RothCHAcqnV ROCL ... ... 9.79 ... ... 10.21 10.01 SizzleAcqn SZZLU ... ... 10.03 –0.07 ... 85.49 26.57 TaskUs TASK ... ... 28.79 –11.91 ... 65.42 34.03 VSE VSEC .8 76 52.68 –5.18 .10 14.63 2.07 Xos XOS ... dd 2.14 –0.32 ...
10.16 9.67 RothCHAcqnVUn ROCLU ... ... 9.98 –0.05 ... 61.16 36.35 SkyWest SKYW ... 32 38.18 –3.45 ... 10.44 4.88 TatTechnologies TATT ... dd 6.02 –0.42 ... 13.20 0.62 VyneTherap VYNE ... dd .63 –0.06 ... 4.55 0.24 XosWt XOSWW ... ... .26 –0.08 ...
1.68 0.49 RothCHAcqnVWt ROCLW ... ... .51 –0.01 ... 204.00 139.61 Skyworks SWKS 1.6 16 139.90 –15.75 .56 32.39 7.76 TayshaGene TSHA ... dd 7.93 –1.60 ... 11.00 6.90 Vacasa VCSA ... ... 7.03 –0.62 ... 25.03 17.07 Xperi XPER 1.2 13 17.21 –1.14 .05
15.59 5.86 Rover ROVR ... dd 5.88 –1.08 ... 151.44 69.01 SleepNumber SNBR ... 9 69.82 –2.73 ... 10.04 9.99 Tech&Telecom TETEU ... ... 10.03 +0.03 ... 17.99 7.50 Vaccitech VACC ... ... 9.22 –0.73 ... 11.22 1.80 Xunlei XNET ... 19 1.81 –0.11 ...
129.69 92.01 RoyalGold RGLD 1.4 25 102.25 +2.72 .35 4.16 1.73 SmartSand SND ... dd 1.88 –0.20 ... 111.44 63.76 TechTarget TTGT ... cc 79.58 –5.42 ... 10.15 9.90 VahannaTechI VHNAU ... ... 10.08 –0.01 ... 50.70 10.09 Y-mAbsTherap YMAB ... dd 10.22 –1.90 ...
53.15 34.86 RoyaltyPharma RPRX 1.9 20 39.14 –0.52 .19 10.00 1.20 SmartShareGlbl EM ... dd 1.91 –0.08 ... 15.32 9.93 Ericsson ERIC 1.4 16 11.01 –0.35 .1139 9.95 9.86 VahannaTechI A VHNA ... ... 9.89 +0.02 ... 87.11 44.45 Yandex YNDX ... dd 44.47 –7.87 ...
38.71 6.75 RubiusTherap RUBY ... dd 7.30 –1.52 ... 16.08 1.91 SmileDirectClub SDC ... dd 1.95 –0.30 ... 48.35 22.73 Telesat TSAT ... ... 22.85 –3.05 ... 0.50 0.36 VahannaTechI Wt VHNAW ... ... .36 –0.01 ... 15.24 4.49 Yellow YELL ... dd 9.95 –1.21 ...
14.05 11.84 RunwayGrowthFin RWAY 7.8 11 12.85 –0.35 .25 39.61 14.50 Smith&Wesson SWBI 2.0 3 16.25 –1.21 .08 40.66 12.53 Telos TLS ... dd 12.72 –0.93 ... 15.10 10.04 ValleyNatlBncp VLY 3.1 13 14.20 –0.82 .11 53.77 40.70 YorkWater YORW 1.7 35 44.63 –1.05 .1949
60.89 39.21 RushEnt A RUSHA 1.4 15 53.86 –2.82 .19 24.50 13.14 SnapOne SNPO ... dd 18.15 –0.20 ... 208.99 88.54 10xGenomics TXG ... dd 89.29 –14.71 ... 67.84 24.16 Valneva VALN ... dd 35.35 –2.09 ... 4.45 0.50 Yunji YJ ... ... .61 +0.01 ...
58.01 36.20 RushEnt B RUSHB 1.5 14 50.89 –3.61 .19 17.40 2.79 SoYoungIntl SY ... 35 2.80 –0.28 ... 56.91 35.32 Tenable TENB ... dd 47.63 –1.33 ... 21.86 13.66 VandaPharm VNDA ... 23 14.19 –0.81 ... 5.95 0.82 Ziopharm ZIOP ... dd .82 –0.13 ...
28.73 16.45 RuthsHospitality RUTH 2.6 21 18.30 –1.93 .12 28.26 12.02 SoFiTech SOFI ... dd 13.89 +0.69 ... 32.00 9.16 TenayaTherap TNYA ... dd 9.51 –0.49 ... 32.65 18.93 VarexImaging VREX ... 69 27.78 –1.30 ... 187.46 47.55 ZaiLab ZLAB ... ... 50.58 +0.80 ...
19.67 8.80 RxSight RXST ... ... 11.03 –0.09 ... 24.99 14.64 Sohu.com SOHU ... 1 17.41 +0.23 ... 168.91 104.05 Teradyne TER .3 27 143.39 –21.18 .10 75.33 35.95 VaronisSystems VRNS ... dd 36.09 –2.81 ... 38.21 19.33 ZealandPharma ZEAL ... dd 20.00 –1.38 ...
127.25 94.68 Ryanair RYAAY ... dd 113.44 –4.42 ... 16.69 6.12 SolGelTech SLGL ... dd 7.20 –0.31 ... 28.36 5.43 TernsPharm TERN ... dd 5.77 –0.08 ... 3.17 1.32 VascularBiogenics VBLT ... dd 1.35 –0.35 ... 615.00 380.64 ZebraTech ZBRA ... 32 494.18 –33.82 ...
35.80 25.04 S&T Bancorp STBA 3.6 11 32.06 –1.76 .29 389.71 199.33 SolarEdgeTech SEDG ... 83 220.31 –33.52 ... 30.04 23.18 TerritBanc TBNK 3.8 12 24.42 –0.70 .10 15.48 2.20 VastaPlatform VSTA ... dd 4.24 +0.14 ... 87.19 34.48 ZentalisPharm ZNTL ... dd 56.01 –11.53 ...
391.15 232.88 SBA Comm SBAC .7 cc 312.34 –13.93 .58 11.58 1.28 SolidBiosci SLDB ... dd 1.28 –0.12 ... 1243.49 539.49 Tesla TSLA ... cc 943.90 –105.71 ... 29.29 15.51 Vaxcyte PCVX ... dd 17.46 –1.97 ... 135.00 83.08 ZiffDavis ZD ... 25 103.62 –4.55 ...
10.25 4.87 SCYNEXIS SCYX ... dd 4.95 –1.10 ... 14.85 7.06 SolidPower SLDP ... ... 7.62 –0.68 ... 9.25 5.08 TesscoTech TESS ... dd 5.76 –0.75 ... 22.77 5.11 Vaxxinity VAXX ... dd 8.16 +1.72 ... 212.40 50.07 Zillow A ZG ... dd 50.24 –4.41 ...
65.22 52.12 SEI Investments SEIC 1.3 16 57.73 –4.92 .40 6.98 0.55 SolidPowerWt SLDPW ... ... 1.79 –0.22 ... 192.91 116.01 TetraTech TTEK .6 33 139.62 –8.20 .20 37.70 2.74 VectivBio VECT ... dd 4.88 –0.02 ... 208.11 50.52 Zillow C Z ... dd 51.10 –4.25 ...
37.21 18.48 SI-BONE SIBN ... dd 20.10 –2.56 ... 14.72 8.32 SomaLogic SLGC ... dd 8.32 –0.99 ... 93.26 54.27 TexasCapBcshs TCBI ... 14 63.06 –3.80 ... 32.40 18.22 VeecoInstr VECO ... 82 27.05 –4.94 ... 9.90 9.58 ZimmerEnerA ZT ... ... 9.68 –0.01 ...
9.82 5.66 SIGA Tech SIGA ... 31 6.35 –0.64 ... 15.09 1.70 SomaLogicWt SLGCW ... ... 2.10 –0.47 ... 202.26 161.67 TexasInstruments TXN 2.6 23 175.64 –11.37 1.15 26.74 3.44 VelodyneLidar VLDR ... dd 3.54 –0.61 ... 2.60 0.80 ZimmerEnerWt ZTAQW ... ... .87 ... ...
21.40 12.03 SLM SLM 2.6 5 17.21 –3.57 .11 11.00 8.00 Sonder SOND ... ... 8.11 –0.37 ... 110.75 73.20 TexasRoadhouse TXRH 2.0 26 79.28 –8.01 .40 11.00 0.69 VelodyneLidarWt VLDRW ... ... .75 –0.17 ... 71.21 43.64 ZionsBancorp ZION 2.5 9 61.75 –8.90 .38
20.05 17.12 SLR Invt SLRC 8.9 11 18.33 –0.53 .41 5.23 0.92 SonderWt SONDW ... ... .98 –0.30 ... 33.36 16.13 TheBancorp TBBK ... 16 28.60 –3.52 ... 26.00 13.95 VentyxBiosciences VTYX ... ... 14.85 –0.88 ... 26.57 11.03 Zogenix ZGNX ... dd 25.98 +10.05 ...
16.41 13.41 SLR Sr Invt SUNS 8.7 12 13.87 –0.90 .10 47.49 6.04 Sono SEV ... dd 6.25 –1.34 ... 2.75 0.31 TherapeuticsMD TXMD ... dd .31 –0.03 ... 3.44 1.17 VenusConcept VERO ... dd 1.55 –0.25 ... 451.77 147.11 ZoomVideo ZM ... 39 147.66 –12.06 ...
74.50 36.88 SMART Global SGH ... dd 56.27 –9.98 ... 44.72 22.88 Sonos SONO ... 19 23.03 –4.78 ... 22.74 6.10 TheravanceBio TBPH ... dd 8.39 –1.49 ... 13.62 7.74 VeraBradley VRA ... 13 7.76 –0.58 ... 79.17 37.86 ZoomInfoTech ZI ... cc 45.99 –5.45 ...
9.48 0.60 SocTelemed TLMD ... dd .64 –0.23 ... 19.80 10.21 SophiaGenetics SOPH ... dd 11.59 –2.54 ... 24.54 8.65 TheseusPharm THRX ... ... 9.96 –1.77 ... 37.11 11.30 VeraTherap VERA ... dd 19.07 –0.92 ... 7.34 1.15 Zovio ZVO ... dd 1.31 –0.06 ...
1.75 0.07 SocTelemedWt TLMDW ... ... .08 –0.04 ... 30.38 20.35 SoteraHealth SHC ... cc 20.60 –1.16 ... 30.50 24.25 ThirdCoastBcshs TCBX ... 21 24.36 –0.64 ... 86.03 26.92 Veracyte VCYT ... dd 26.96 –3.38 ... 376.11 157.03 Zscaler ZS ... dd 241.94 –12.80 ...
12.69 2.68 SPI Energy SPI ... dd 2.71 –0.71 ... 4.49 1.89 SotherlyHotels SOHO ... dd 2.02 –0.20 ... 8.50 1.01 36Kr KRKR ... dd 1.06 +0.04 ... 4.93 1.48 Verastem VSTM ... dd 1.48 –0.32 ... 55.10 36.33 Zumiez ZUMZ ... 8 40.43 –2.96 ...
36.71 25.29 SP Plus SP ... 26 28.15 –1.26 ... 29.62 18.51 SouthPlainsFin SPFI 1.2 9 28.95 –0.50 .09 10.13 4.97 ThorneHealthtech THRN ... dd 5.02 –1.39 ... 54.74 35.71 VerintSystems VRNT ... dd 52.62 –0.98 ... 52.00 4.79 Zymergen ZY ... dd 4.86 –0.63 ...
174.42 91.05 SPS Commerce SPSC ... 94 116.05 –3.27 ... 93.34 62.60 SouthState SSB 2.4 13 82.68 –10.46 .49 34.43 21.11 Thoughtworks TWKS ... dd 21.51 –1.56 ... 257.03 184.60 VeriSign VRSN ... 40 217.14 –9.34 ... 9.00 2.35 ZynerbaPharma ZYNE ... dd 2.37 –0.26 ...
7.29 2.91 SRAX SRAX ... dd 4.72 –0.64 ... 65.59 37.83 SouthernFirstBcsh SFST ... 11 58.51 –4.14 ... 31.86 9.01 ThredUp TDUP ... ... 9.06 –1.70 ... 231.57 159.79 VeriskAnalytics VRSK .6 46 196.09 –2.06 .29 20.81 8.05 Zynex ZYXI .0 32 8.12 –0.02 .10
61.93 30.00 SoMO Bancorp SMBC 1.5 10 53.13 –2.52 .20 45.00 15.39 360DigiTech QFIN 1.3 4 20.26 +0.32 .27 45.36 24.52 Veritex VBTX 2.0 16 39.73 –3.34 .20 12.32 5.57 Zynga ZNGA ... dd 8.99 +0.03 ...
56 BARRON’S January 24, 2022

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.
InvsBull23HYCpBd BSJN 3.6 25.09 –0.12 .0664 CnsmrDiscSelSector XLY .6 180.42 –16.10 .2922 InvscS&P500EW RSP 1.4 153.09 –8.49 .4538 iShS&PMC400Value IJJ 1.7 105.20 –7.31 .5087 SPDRPtfSTCpBd SPSB 1.0 30.79 –0.03 .0695
are the top 500 ETF’s based InvscBull2022CpBd BSCM 1.6 21.36 –0.01 .0827 CnsStapleSelSector XLP 2.3 75.96 –1.07 .5117 InvscS&P500HiBeta SPHB 1.0 72.47 –7.05 .1581 iShS&PSC600Value IJS 1.6 99.00 –7.48 .4942 SPDRShtTermTrea SPTS .2 30.30 –0.01 .0056
on weekly volume. InvsBull22HYCpBd BSJM 3.3 23.14 –0.05 .052 DefianceNextGen FIVG 1.3 37.40 –2.78 .2269 InvscS&P500HiDiv SPHD 3.5 45.10 –1.39 .1365 iShShortNatlMuniBd SUB .7 106.59 –0.23 .0408 SPDR PtfTIPS SPIP 4.7 30.64 +0.01 .1853
InvscHYEquDivAch PEY 3.8 21.23 –0.83 .0732 DimenIntlCore DFAI 2.1 28.85 –1.01 .1793 InvscS&P500LowVol SPLV 1.6 65.11 –1.46 .1013 iShSilver SLV ... 22.38 +1.18 ... SPDRS&PBank KBE 2.1 55.12 –5.29 .3596
Tick Div InvscKBWBank KBWB 2.1 67.94 –7.60 .4817 DimenUSCore DFAU 1.1 30.47 –1.89 .1209 InvscS&P500PrVal RPV 1.9 80.98 –5.43 .4409 iShTIPSBondETF TIP 4.4 125.98 +0.07 .7862 SPDRS&PGlbNatRes GNR 3.3 55.93 –1.87 1.1638
Name Sym Yld Last Chg. Amt. InvscNasdNext100 QQQJ .3 28.78 –2.24 .2279 DimenUSCoreEq2 DFAC 1.3 26.79 –1.74 .1138 InvscS&P500Qual SPHQ 1.3 49.45 –3.44 .172 iSh10+YIGCpBd IGLB 3.3 67.08 –0.07 .1833 SPDRS&PInsurance KIE 2.0 39.13 –2.20 .2171

Bats InvscNasd100 QQQM .5

InvscQQQI QQQ .5
144.64
351.69
–11.64
–28.32
.1488
.4914
DimenWorldexUS DFAX 2.8
DirexAeroBl3 DFEN .1
25.71
18.25
–0.83
–3.36
.2436
.0017
InvscS&PSCLowVol XSLV
InvscSrLoan BKLN
1.1
3.1
48.74
22.10
–2.50
–0.10
.1681
.0561
iShChinaLC FXI
iShRussellMCGrowth IWP
1.5
.4
38.26
97.06
+0.14
–7.07
.4343
.0168
SPDRS&PRegionalBkg KRE
SchwabEM Equity SCHE
2.0
2.8
71.61
29.86
–7.17
–0.59
.3949
.6319
InvscS&PSCEner PSCE .4 7.25 –1.00 .0147 DirexCSIChinaInt CWEB ... 12.53 –0.27 ... InvscSolar TAN ... 63.74 –6.71 ... iShUSCnsmrDisc IYC .4 73.70 –6.19 .0424 SchwabFundEmgLrg FNDE 4.2 31.70 –0.48 1.1302
ARK AutoTech ARKQ .0 65.31 –5.44 .6142
InvscVarRateInvt VRIG .8 25.09 +0.03 .0144 DirexEM Bear3 EDZ ... 9.36 +0.59 ... InvscTaxMuniBd BAB 2.7 32.27 ... .0699 iShUSTech IYW .4 100.62 –8.04 .1152 SchwabFundIntLrgCo FNDF 3.5 32.91 –1.20 .8408
ARKGenomicRev ARKG .0 46.61 –4.97 .3824
iSh3-7YTreasuryBd IEI .7 127.14 +0.03 .0763 DirexEnergyBr2 ERY ... 8.60 +0.54 ... InvscUltShtDur GSY .6 50.21 –0.02 .0227 iSh0-5YHYCorpBd SHYG 4.9 44.91 –0.21 .1782 SchwabFundUSLrgCo FNDX 1.7 56.63 –3.13 .276
ArkSpaceExpln ARKX ... 16.47 –1.08 ...
iShBiotech IBB .2 128.68 –10.27 .0413 DirexEnergyBl2 ERX 1.7 37.33 –2.57 .1854 InvscVarRtPfd VRP 4.3 25.72 –0.12 .0901 JPM AlerianMLP AMJ 6.8 19.06 –0.67 .3484 SchwabFundUSSmCo FNDA 1.2 51.61 –3.71 .3409
BlkRkShMaturityBd NEAR .8 49.93 –0.01 .0196
iShBrdUSDInvCpBd USIG 2.4 58.46 –0.08 .1254 DirexChinaBr3 YANG ... 17.32 –0.32 ... InvscWildClnEngy PBW 2.2 55.70 –8.54 .5529 JanusHendMtg JMBS 1.2 51.96 –0.17 .0353 SchwabIntmUSTrsr SCHR 1.0 55.39 +0.05 .0523
BlkRkUltShtBd ICSH .4 50.36 ... .015
iShCoreMSCITotInt IXUS 3.2 69.20 –2.25 .0856 DirexChinaBl3 YINN .7 9.37 +0.02 .0136 iPathBloomCommTR DJP ... 30.64 +0.44 ... JPMEquityPrem JEPI 6.9 60.07 –2.12 .3824 SchwabIntEquity SCHF 3.3 37.79 –1.32 .853
CambriaTailRiskETF TAIL .5 18.13 +0.61 .0242
iShCore1-5YUSDBd ISTB 1.6 50.02 –0.03 .0579 DirexFinlBear3 FAZ ... 20.30 +3.54 ... iSh0-5YTIPSBd STIP 4.2 105.04 –0.08 .616 KraneCSIChInt KWEB .0 36.81 –0.40 2.5804 SchwabIntlSC SCHC 3.2 38.73 –1.68 1.0061
FTCboeVestBf BUFR ... 23.20 –0.68 ... iShCalifMuniBd CMF 1.6 61.25 –0.36 .08 Schwab1000Index SCHK 1.3 42.65 –2.69 .1621
iShCoreS&PUSGrowth IUSG .7 102.01 –7.71 .1797 DirexFinlBull3 FAS .7 119.53 –27.24 .3575 KraneGlbCarbon KRBN .5 50.75 –0.41 .2478
FTLuntUSFactor FCTR .5 31.15 –1.73 .0244 iShConsAllocat AOK 1.6 38.90 –0.47 .1719 SchwabSrtTRmUSTrsr SCHO .4 50.62 –0.02 .0131
iShCoreS&PUSValue IUSV 1.9 73.90 –3.37 .3826 DirexGoldMinBr2 DUST ... 18.81 –1.24 ... MatlsSelSectorSPDR XLB 1.8 84.04 –4.76 .4417
GlbXRuss2000Cvr RYLD 13.2 22.54 –1.63 .2545 iShCoreDivGrowth DGRO 2.0 52.90 –2.46 .299 SchwabUS AggrBd SCHZ 2.2 52.97 +0.05 .0942
iShCoreTotalUSDBd IUSB 1.8 52.01 ... .0564 DirexGoldMinBl2 NUGT ... 49.50 +1.83 ... MicroFang3xLvg BULZ ... 17.08 –6.89 ...
GlbXUSInfrDevt PAVE .5 26.15 –1.83 .0992 iShGrwthAllocation AOR 1.7 54.81 –1.55 .4065 SchwabUS BrdMkt SCHB 1.3 103.47 –6.58 .4169
iShSelectDividend DVY 3.1 122.02 –5.69 .8373 DirexHmbldrBull3 NAIL ... 70.55 –26.22 ... MicroFANG-3XInvr FNGD ... 52.94 +11.90 ...
InnovS&P500Jan PJAN ... 31.96 –1.00 ... iShCoreHiDividend HDV 3.5 101.06 –2.44 1.0515 SchwabUS Div SCHD 2.9 77.66 –4.05 .6198
iShESGAwareMSCI ESGD 2.8 77.10 –2.61 .1137 DirexJrGoldMinBr2 JDST ... 10.92 –0.54 ... MicroSectorsFANG3X FNGU ... 25.74 –8.51 ...
iPathS&P500VIX VXX ... 23.20 +4.75 ... iShCoreMSCIEM IEMG 3.1 59.79 –1.39 1.3613 SchwabUS LC SCHX 1.3 104.43 –6.50 .4124
iShESGAwareEM ESGE 2.6 39.88 –0.96 .8306 DirexJrGoldMinBl2 JNUG .6 60.98 +1.50 .3359 MicroSecGold3XLvgd GDXU ... 10.63 +0.43 ...
iShBrdUSDHYCpBd USHY 5.2 40.40 –0.40 .1736 iShCoreMSCIEurope IEUR 3.0 56.27 –1.99 .0771 SchwabUS LC Grw SCHG .5 142.83 –10.82 .2288
iShESGAwareUSA ESGU 1.2 98.77 –6.07 .309 DirexRgBanksBull3X DPST .6 50.26 –17.41 .0667 MicrUSBigOil3InLv NRGD ... 4.89 +0.59 ...
iShCoreMSCIEAFE IEFA 3.4 72.17 –2.62 .1097 iShMSCIIntlDev IDEV 3.2 65.39 –2.34 .081 SchwabUS LC Val SCHV 2.0 70.14 –3.52 .4105
iShESGUSDCorpBd SUSC 2.1 26.66 –0.04 .0507 DirexRetailBull3 RETL .4 22.56 –6.17 .0754 MicrUSBigOil3Lev NRGU ... 232.14 –33.11 ...
iShCurrHdgMSCIEAFE HEFA 3.2 34.26 –1.04 .6012 iShExponentialTech XT .9 58.92 –3.94 .2804 DirexS&P500Br3 SPXS ... 20.67 +3.26 ... iShCoreS&P500 IVV 1.3 439.98 –26.77 1.4984 NationwideN100Risk NUSI 8.5 25.60 –1.14 .1791 SchwabUS MC SCHM 1.2 73.11 –5.18 .262
iShIntlSelDividend IDV 5.6 32.26 –0.70 .302 iShFallAngelsUSDBd FALN 3.5 29.20 –0.31 .0882 DirexS&P500Bl3 SPXL .1 111.78 –22.16 .1148 iShCoreS&P MC IJH 1.3 258.40 –18.90 .9656 PIMCO ActiveBd BOND 2.6 107.55 –0.26 .23 SchwabUS REIT SCHH 1.6 47.90 –1.91 .336
iShUSHomeConstrn ITB .4 69.25 –7.44 .0681 iSh5-10YIGCorpBd IGIB 2.3 58.09 –0.12 .1171 DirexS&PBiotechBr3 LABD ... 45.71 +11.86 ... iShCoreS&P SC IJR 1.7 104.80 –8.69 .7343 PIMCOEnhShMaturity MINT .4 101.38 –0.04 .0377 SchwabUS SC SCHA 1.3 91.44 –7.71 .2914
iShUSOil&GasExpln IEO 2.4 66.77 –5.04 .5661 iShGSCICmDynRoll COMT 16.6 33.10 +0.46 5.4941 DirexS&PBiotechBl3 LABU ... 17.88 –7.42 ... iShS&PTotlUSStkMkt ITOT 1.3 97.91 –6.29 .3675 PacerTrendUSBd PTBD 2.8 26.40 –0.24 .1966 Schwab US TIPs SCHP 4.5 61.37 +0.06 .5256
iShUSTelecomm IYZ 2.7 30.68 –1.72 .0888 iShGlbCleanEnergy ICLN 1.4 18.30 –1.15 .0123 DirexS&P500Br1 SPDN ... 15.20 +0.86 ... iShCoreUSAggBd AGG 1.8 112.23 +0.06 .1618 ProShBitcoin BITO ... 24.10 –3.07 ... SPDR DJIA Tr DIA 1.7 342.35 –16.79 .2578
iShEdgeMSCIMinEAFE EFAV 2.6 73.51 –1.32 .6341 iShiBdsDec30Trea IBTK .9 22.93 +0.05 .0189 DirexHiBetaBear3X HIBS ... 10.44 +2.44 ... iShCoreUS REIT USRT 2.5 62.44 –2.52 .5888 ProShShtDow30 DOG ... 33.53 +1.52 ... SPDR EurSTOXX FEZ 2.7 45.55 –1.45 .5717
iShEdgeMSCIMinUSA USMV 1.4 75.19 –2.39 .2504 iShiBdsDec25Trea IBTF .6 25.12 –0.02 .0172 DirexS&POil&GasBr2 DRIP ... 4.73 +0.83 ... iShUSRealEstate IYR 2.3 105.37 –3.92 1.1373 ProShShortQQQ PSQ ... 12.20 +0.89 ... SPDR MSCI exUS CWI 2.7 28.75 –0.94 .4556
iShEdgeMSCIUSAMom MTUM .6 159.99 –12.16 .4449 iShiBdsDec22Trea IBTB .1 25.38 –0.02 .0015 DirexS&POil&GasBl2 GUSH ... 94.99 –21.67 ... iShUS Energy IYE 2.7 33.15 –1.30 .2802 ProShShtRus2000 RWM ... 23.46 +1.84 ... SPDR S&PMdCpTr MDY 1.0 472.30 –34.41 1.4875
iShEdgeMSCIUSAQual QUAL 1.3 131.22 –7.69 .4073 iShJPMUSDEmgBd EMB 4.0 105.59 +0.66 .357 DirexSemiBear3 SOXS ... 4.95 +1.47 ... iShUS Finls IYF 1.3 84.38 –5.78 .2777 ProShShrtS&P500 SH ... 14.73 +0.83 ... SPDR S&P 500 SPY 1.3 437.98 –26.74 1.6364
iShEdgeMSCIUSAVal VLUE 2.3 106.72 –8.20 .7395 iShUSOilEquip&Svcs IEZ 1.0 14.82 –0.90 .0335 SPDR S&P Biotch XBI .0 90.03 –10.46 .04
iShMBSETF MBB 1.1 105.84 –0.04 .0189 DirexSemiBl3 SOXL .1 43.71 –20.77 .0142 ProShSh20+Tr TBF ... 16.49 –0.19 ...
iShExpTechSftwr IGV ... 338.63 –18.41 ... iShUSRegionalBanks IAT 1.9 61.91 –7.37 .3981 SPDR S&P Div SDY 2.7 125.24 –5.34 .9698
iShMSCI ACWI ACWI 1.8 99.52 –4.95 .0713 DirexScBear3 TZA ... 38.14 +8.21 ... ProShUltBlmCrude UCO ... 107.12 +3.04 ...
iShMtgRealEstCap REM 7.6 32.92 –2.10 1.1406 iShUSMedDevices IHI .3 59.19 –2.26 .0061 SPDR S&P Home XHB .6 72.83 –6.05 .1308
iShMSCIACWIxUS ACWX 2.8 54.38 –1.75 .0855 DirexSCBull3 TNA .1 58.07 –17.17 .0504 ProshUltBlmNatGas BOIL ... 27.58 –5.07 ...
iShFloatingRateBd FLOT .4 50.71 +0.01 .0171 iShEuropeETF IEV 2.9 52.76 –1.84 .0643 SPDR S&P MtlMng XME .7 42.27 –4.71 .083
iShMSCIACxJpn AAXJ 2.2 82.60 –1.76 1.5458 DirexTechBear3 TECS ... 39.21 +7.32 ... ProShUltDow30 DDM .2 70.99 –7.12 .1091
iShIntlAggregateBd IAGG .1 54.12 +0.02 .6317 iShGlobalREITETF REET 3.4 28.48 –1.09 .3384 SPDRS&POilGasExpl XOP 1.5 100.55 –10.44 .4876
iShMSCIChina MCHI 1.0 63.52 –0.16 .4775 DirexTechBull3 TECL ... 59.57 –14.55 ... ProShUltraQQQ QLD ... 69.20 –11.88 ...
iShGoldTr IAU ... 34.84 +0.30 ... SPDR S&P Retail XRT 1.8 77.38 –6.25 .9329
iShMSCIChileCapped ECH 4.7 26.71 +1.56 .0885 iShMSCI EAFE SC SCZ 3.1 69.21 –2.99 .0641 Direx20+TreaBr3 TMV ... 59.06 –2.17 ... ProShrUltraRus UWM ... 43.36 –8.06 ...
iShiBoxx$InvGrCpBd LQD 2.4 128.90 –0.26 .239 TechSelectSector XLK .7 154.33 –11.43 .3165
iShMSCIEurozone EZU 2.5 47.59 –1.78 .5996 iShMSCIEMxChina EMXC 1.8 60.37 –1.84 .0425 Direx20+YrTrBull TMF .1 25.59 +0.79 .0016 ProShUltraS&P SSO .2 62.08 –7.91 .0192
iShiBondsDec2023Cp IBDO 1.8 25.60 –0.02 .063 U.S.GlobalJetsETF JETS .0 20.86 –1.38 .1414
iShMSCIGlbMet&MnPr PICK 5.7 43.94 –2.02 .0576 iShMSCIEuropeFinls EUFN 4.0 20.61 –0.95 .4143 EmgqEM Internet EMQQ ... 40.59 –1.18 ... ProShUltSemi USD ... 37.88 –11.38 ...
iShiBondsDec2022Cp IBDN 1.7 25.13 ... .0379 UtilitiesSelSector XLU 2.9 68.84 –0.56 .5456
iShMSCIEAFEGrowth EFG 1.7 101.25 –3.42 .1252 iShMSCITurkeyETF TUR 3.9 20.00 –0.69 .0915 ETFMGAltHarvest MJ 2.2 9.77 –1.08 .0736 ProShUltSilver AGQ ... 37.39 +3.84 ...
iShiBoxx$HYCpBd HYG 4.1 85.44 –0.65 .2815 VanEckEMHYBd HYEM 5.5 21.92 +0.21 .1108
iShMSCIIndiaETF INDA 6.4 45.94 –2.08 .0301 iSh1-5YIGCorpBd IGSB 1.7 53.43 –0.09 .089 ETFMGPrmJrSilv SILJ .4 12.33 +0.22 .0449 ProShUltDow30 UDOW .3 70.67 –10.95 .0163
iShLatinAmerica40 ILF 8.0 24.86 +0.05 1.6089 VanEckGoldMin GDX 1.7 31.65 +0.68 .5348
iShMSCIEAFEValue EFV 4.0 51.56 –1.77 .1056 iShPfd&Incm PFF 4.6 38.06 –0.56 .1235 ElemntsRogrAgri RJA ... 8.81 –0.50 ... ProShUltRus2000 URTY ... 69.38 –20.45 ...
iShMSCIAustralia EWA 5.4 23.44 –1.16 .2194 VanEckIndonesia IDX 1.1 20.20 –0.17 .2151
iShNorthAmNatRscs IGE 2.7 33.54 –1.26 .2399 iShSemiconductor SOXX .7 472.64 –62.52 .1545 EnSelectSectorSPDR XLE 3.7 62.45 –2.06 .695 ProShUltS&P500 UPRO .1 59.47 –11.76 .0303
iShMSCIBrazil EWZ 9.3 29.92 +0.81 .1609 VanEckJPMEMLCBd EMLC 5.2 28.80 +0.14 .1235
iShUSTreasuryBdETF GOVT 1.0 26.06 +0.06 .0237 iShShortTreaBd SHV ... 110.37 ... ... FidelityMSCICnDisc FDIS .7 77.30 –6.98 .169 ProShUltShtDow30 SDOW ... 30.85 +3.94 ...
iShMSCICanadaETF EWC 1.9 37.60 –1.53 .478 VanEckJrGoldMin GDXJ 1.8 41.06 +0.59 .7454
JPMBetaEurope BBEU 2.7 57.91 –1.94 .5334 iSh1-3YTreasuryBd SHY .2 85.13 –0.04 .0319 FidelityMSCIEn FENY 3.3 16.89 –0.72 .138 ProShShtRus2000 SRTY ... 59.39 +12.74 ...
iShMSCI EAFE EFA 3.4 76.34 –2.66 .1631 VanEckOilSvcs OIH .8 213.46 –14.75 1.8075
JPMBetaJapan BBJP 3.0 53.38 –1.93 1.5902 iSh7-10YTreasuryBd IEF .8 112.89 +0.31 .1059 FidelityMSCIFinls FNCL 1.8 54.38 –3.84 .269 ProShUltS&P500 SPXU ... 15.68 +2.47 ...
iShMSCIEmgMarkets EEM 2.0 49.00 –1.11 .026 VangdCnsmrDiscr VCR .9 298.23 –26.75 .6551
JPM UltShtIncm JPST .7 50.45 –0.02 .0246 iSh20+YTreasuryBd TLT 1.5 143.63 +1.53 .1842 FidelityMSCIIT FTEC .7 118.96 –9.09 .257 ProShUltBloomCrd SCO ... 10.20 –0.32 ...
iShMSCIFranceETF EWQ 3.9 38.04 –1.20 1.0371 VangdExtMkt VXF 1.3 159.97 –13.07 .7573
JPMUltShMuni JMST .3 50.90 –0.05 .0135 iSh0-5YInvGrdCpBd SLQD 1.6 50.67 –0.09 .0634 FidelityRealEst FREL 2.6 31.52 –1.27 .203 ProShUltShBlmGas KOLD ... 51.43 +6.80 ...
iShMSCIGermanyETF EWG 2.0 32.11 –1.23 .0358 VangdInfoTech VGT .7 402.43 –31.04 .8212
PacerUSCashCows100 COWZ 1.5 45.75 –2.66 .2783 Nasdaq7HANDL HNDL 7.3 24.53 –0.79 .1493 FidelityMSCIUtils FUTY 2.8 44.48 –0.50 .303 ProShUltDow30 DXD ... 45.38 +3.99 ...
iShMSCIHongKong EWH 2.6 24.37 +0.44 .2541 VangdSC Grwth VBK .4 238.92 –19.26 .3727
PacerUSSCCash100 CALF 2.8 39.45 –3.03 .987 ProShUltPrQQQ TQQQ ... 56.67 –15.20 ... FinSelSectorSPDR XLF ... 38.20 –2.63 ... ProShUltShtQQQ QID ... 19.78 +2.79 ...
iShMSCIIndonesia EIDO 1.3 23.48 –0.18 .1632 VangdSC Val VBR 1.9 168.46 –12.38 1.1822
ProShS&P500Arist NOBL 2.0 93.67 –3.72 .6336 ProShUltShtQQQ SQQQ ... 41.79 +8.29 ... FT DJ Internet FDN ... 190.63 –17.44 ... ProShUltShRus2000 TWM ... 16.32 +2.44 ...
iShMSCIIntlMom IMTM 2.7 35.95 –1.68 .0863 VangdDivApp VIG 1.7 159.79 –6.99 .7725
ProShShtVIXST SVXY ... 54.31 –6.94 ... TuttleCapSht SARK ... 47.85 +4.80 ... FT EnergyAlpDx FXN .8 12.66 –0.82 .0628 ProShUltShtS&P500 SDS ... 41.28 +4.48 ...
iShMSCIIntlQual IQLT 2.3 37.70 –1.04 .403 VangdEnergy VDE 3.7 86.41 –3.64 .9393
ProShUltVIXST UVXY ... 17.20 +4.92 ... ValkyrieBitcoin BTF ... 14.91 –1.90 ... FT FinlsAlpDx FXO 2.0 44.97 –3.49 .2996 ProShUltShtSilver ZSL ... 24.35 –3.02 ...
iShMSCIIntlValue IVLU 3.2 26.18 –1.02 .0546 VangdFTSEDevMk VEA 3.3 49.46 –1.77 .7693
ProShsVIXSTFut VIXY ... 18.96 +3.88 ... VanEckFallAngelHY ANGL 4.0 32.00 –0.41 .1007 FT MngstrDiv FDL 3.6 35.83 –1.06 .4277 ProShUltraSh20+ TBT ... 17.86 –0.41 ...
iShMSCIItaly EWI 2.7 32.41 –1.09 .4518 VangdFTSE EM VWO 2.6 49.66 –1.03 .478
VanEckHYMuni HYD 3.6 61.33 –0.41 .1738 VanEckSemicon SMH ... 271.75 –35.16 ... FT NaturalGas FCG 1.6 18.15 –1.80 .1514 QuadIntRtVol IVOL 4.0 26.22 –0.07 .1269
iShMSCIJapan EWJ 2.1 64.81 –2.42 .8881 VangdFTSE Europe VGK 3.2 66.02 –2.27 .6781
VangdEM GovBd VWOB 4.2 75.24 +0.32 .2531 FT NA Energy Infra EMLP 3.3 24.89 –0.64 .1933 RPAR RiskParity RPAR 2.1 24.09 –0.36 .32
VanEckMstrWdMoat MOAT 1.1 72.83 –4.10 .8227 iShMSCIMalaysiaETF EWM 6.7 24.40 –0.68 .782 VangdFTSE Pac VPL 3.3 75.58 –2.68 1.4707
VangdGlblxUS RE VNQI 6.6 52.60 –0.88 2.8949 FT PfdSecs FPE 4.5 20.07 –0.18 .0674 iShMSCIMexico EWW 2.1 49.09 –2.18 .6577 RealEstSectorSPDR XLRE 2.9 46.89 –1.40 .4254 VangdFinls VFH 1.9 93.85 –6.61 .5099
VanEckRussia RSX 6.6 23.01 –1.86 1.5232
VangdIntrCorpBd VCIT 2.3 90.90 –0.19 .7693 FT TCWUnPlBd UCON 2.2 26.13 –0.07 .035 iShMSCINetherlands EWN 1.1 46.92 –2.43 .1807 RoundhillBallMeta META ... 12.77 –1.20 ... VangdFTSEAWxUS VEU 3.1 60.11 –1.90 .8454
VanEckVietnam VNM .5 19.84 –0.90 .1031
VangdIntermTrmTrea VGIT 1.2 65.62 +0.06 .0613 FT ValDivFd FVD 1.8 41.55 –1.39 .2317 iShMSCIPacificxJp EPP 4.7 46.71 –1.26 .2947 SPDRBlackSrLoan SRLN 4.4 45.72 –0.12 .17 VangdGrowth VUG .6 279.57 –21.57 .469
VangdESGUSStk ESGV 1.1 79.29 –5.27 .2624
VangdIntlDivApp VIGI 1.0 80.85 –2.02 5.1817 FlexGlbUpstmNatRsc GUNR 3.5 40.89 –1.14 .4042 iShMSCIRussia ERUS 6.1 37.15 –2.93 .0623 SPDRBlmCvSecs CWB 2.1 75.94 –3.28 .6581 VangdHlthCr VHT 1.3 241.39 –9.83 .8182
VangdUltShrtBd VUSB .3 49.86 –0.04 .0219
VangdIntlHiDiv VYMI 4.2 68.51 –1.89 .9642 FrankFTSEBrazil FLBR 8.2 18.69 +0.57 .1106 iShMSCISaudiArabia KSA 1.4 44.68 +0.42 .0176 SPDRBlmEMLocBd EBND 3.8 24.45 +0.07 .0773 VangdHiDiv VYM 2.8 109.85 –4.80 .9386
NASDAQ
VangdLTCorpBd VCLT 3.2 102.10 –0.13 .277 FrankFTSEJapan FLJP 2.5 28.46 –1.06 .3114 iShMSCISingapore EWS 6.0 21.28 –0.32 1.0032 SPDR Blm HY Bd JNK 4.3 106.59 –0.92 .3864 VangdIntermBd BIV 2.0 86.06 +0.02 1.1096
VangdLong-TermTrea VGLT 1.9 86.79 +0.86 .1373 GlbXCopperMiners COPX 1.4 39.17 –0.55 .3852 iShMSCISouthAfrica EZA 1.9 49.99 +0.45 .4577 SPDRBlmIntTrBd BWX .9 27.97 –0.11 .0224 VangdLC VV 1.3 202.14 –12.50 .7559
VangdMBS VMBS 1.0 52.19 +0.11 .0535 GlbXLithium&Batt LIT .2 78.82 –4.44 .1476 iShMSCISthKorea EWY 2.3 74.52 –2.76 1.6785 SPDRBlmInvGrdFR FLRN .4 30.58 –0.02 .0096 VangdLT Bond BLV 3.0 99.68 +0.46 .4563
CSX-LinksCrudeOil USOI 22.0 5.21 –0.13 .1491
VangdRuss1000Grw VONG .7 68.88 –5.19 .1251 GlbXS&P500Cv XYLD 9.0 48.30 –2.35 .4577 iShMSCISpain EWP 3.3 26.28 –0.93 .4353 SPDRBB1-10YTIPS TIPX 4.3 20.80 –0.01 .1772 VangdMegaGrwth MGK .5 228.45 –17.90 .2758
CSX SilverETN SLVO 14.9 5.18 +0.11 .0642
VangdRuss1000Val VONV 1.7 70.94 –3.44 .3719 GlbXSilverMiners SIL 1.6 35.92 +0.87 .4064 iShMSCISweden EWD 6.0 42.38 –2.58 1.2041 SPDRBlm1-3MTB BIL ... 91.42 –0.01 ... VangdMegaVal MGV 2.2 104.54 –4.27 .6572
FidelityNasdaq ONEQ .6 53.72 –4.32 .109
VangdRuss2000 VTWO 1.3 79.50 –6.93 .4745 GlblXSuperDividend SDIV 8.9 12.40 –0.18 .1317 iShMSCISwitz EWL 1.8 49.84 –1.24 .9149 SPDRBlmSTHYBd SJNK 4.2 26.95 –0.14 .1192 VangdMC VO 1.2 229.35 –14.80 .9203
FT CapStrength FTCS 1.1 77.97 –2.95 .2821
VangdRuss2000Val VTWV 1.7 135.33 –10.41 1.0669 GlbX US Pfd PFFD 5.2 25.03 –0.32 .109 iShMSCITaiwan EWT 2.2 64.65 –2.76 1.7603 SPDRDoubleTRTact TOTL 3.1 46.81 –0.06 .2032 VangdMCGrowth VOT .4 215.00 –15.46 .3369
FT CloudComp SKYY .9 89.36 –6.09 .6773
VangdSTCpBd VCSH 1.6 80.56 –0.14 .2816 GlbX Uranium URA 6.4 20.75 –2.29 1.309 iShMSCIUSAESGSelct SUSA 1.1 96.61 –5.70 .2868 SPDRGoldMini GLDM ... 18.21 +0.15 ... VangdMC Val VOE 1.9 144.02 –8.37 .8561
FT EnhShtMat FTSM .4 59.80 +0.01 .017
VangdShtTmInfltn VTIP 4.7 51.00 –0.07 .9582 GSTreasury0-1Y GBIL ... 100.02 ... ... iShMSCIUK EWU 4.3 33.70 –0.88 .8757 SPDR Gold GLD ... 171.09 +1.42 ... VangdRealEst VNQ 2.8 105.23 –4.24 1.0531
FT GlTactCommod FTGC 6.8 24.29 +0.31 1.6622
VangdShortTermTrea VGSH .4 60.55 –0.02 .2039 GSActiveBetaIntlEq GSIE 2.5 33.90 –1.18 .1326 iShMSCIWorldETF URTH 1.6 126.19 –6.81 .0766 SPDRNuveenMuniBd TFI 1.7 50.95 –0.20 .0176 VangdS&P500ETF VOO 1.4 402.69 –24.54 1.5329
FT LowDurOpp LMBS 2.0 49.80 –0.01 .0775 GSActiveBetaUSLC GSLC 1.2 87.12 –5.27 .3137 SPDRNuveenSTMuni SHM .8 48.73 –0.12 .0467
VangdTotalBd BND 1.9 83.39 +0.08 .13 iShNatlMuniBd MUB 1.8 114.69 –0.53 .1686 VangdST Bond BSV 1.2 80.24 –0.06 .2215
FT NasdCleanEdge QCLN .0 56.19 –7.35 .0069 VangdTotIntlBd BNDX 3.1 54.76 –0.01 .0339 HartfordMultiDvxUS RODM 4.5 29.42 –0.89 .7274 SPDRPtfAggBd SPAB 2.1 29.16 +0.01 .0505
iShRussell1000Gwth IWF .6 267.95 –20.35 .4007 VangdSC VB 1.4 203.75 –16.01 1.0908
FT NasdCybersec CIBR .7 46.52 –2.19 .2807 VangdTotIntlStk VXUS 3.2 62.09 –1.99 .9412 HealthCareSelSect XLV 1.4 129.47 –4.60 .5275 SPDRPtfDevxUS SPDW 3.1 35.22 –1.31 .5981
iShRussell1000 IWB 1.2 242.70 –15.13 .7801 VangdTaxExemptBd VTEB 1.7 54.10 –0.30 .0694
FT NasdOil&Gas FTXN 1.0 21.05 –1.56 .0101 WisdTrUSQltyDiv DGRW 1.9 62.69 –2.53 .2035 IndSelSectorSPDR XLI 1.3 101.20 –4.65 .385 SPDRPtfEM SPEM 3.1 41.70 –0.83 .9491
iShRussell1000Val IWD 1.7 161.73 –7.80 .7162 VangdTotalStk VTI 1.3 220.91 –14.11 .8592
FTRisingDivAch RDVY 1.1 48.94 –3.52 .1712 InvscCA AMT-Fr PWZ 2.3 27.52 –0.12 .0502 SPDRPtfIntermCpBd SPIB 1.6 35.64 –0.08 .0467
iShRussell2000Gwth IWO .4 246.38 –24.23 .2828 VangdTotlWrld VT 1.9 101.11 –5.01 .785
FT SMID CapRising SDVY 1.2
FT SrLoanFd FTSL 3.2
28.46
47.89
–2.13
–0.16
.1247
.1475
NYSE ARCA InvscChinaTech CQQQ ... 60.13 –0.74 ... iShRussell2000 IWM 1.1 196.99 –17.32 .6655 SPDR PtfIntTrea SPTI .5 31.60 +0.02 .0174 VangdUtilities VPU 2.8 150.09 –1.76 1.0635
InvscDBComm DBC ... 22.01 +0.23 ... iShRussell2000Val IWN 1.6 154.47 –12.14 .9023 SPDRPtfLTCorpBd SPLB 3.1 30.34 –0.05 .0725 VangdValue VTV 2.2 143.51 –6.30 .9031
FT TCW Opp FIXD 1.6 52.22 –0.09 .065 ARKInnovationETF ARKK .0 71.52 –8.72 .7826 InvscDBAgriFd DBA ... 20.15 +0.21 ... iShRussellMid-Cap IWR 1.2 75.17 –4.88 .2568 SPDRPtfLgTermTrea SPTL 1.7 40.90 +0.40 .0604 WisdTrEMxSOE XSOE 1.4 36.36 –1.03 .0405
GlbXAuto&Elc DRIV .3 28.33 –2.76 .0567 ARK NextGen ARKW .0 91.24 –11.29 3.3143 InvscDBBaseMet DBB ... 23.13 +0.40 ... iShRussellMCValue IWS 1.5 115.10 –7.01 .5127 SPDR PtfGSM SPGM 2.0 54.75 –2.71 .6904 WisdTrEM HiDiv DEM 5.7 45.01 –0.11 .7159
GlbXCloudComp CLOU ... 22.36 –1.47 ... AberdStdPhysGold SGOL ... 17.57 +0.13 ... InvscDBOilFund DBO ... 14.90 +0.25 ... iShS&P100 OEF 1.1 202.00 –12.78 .6132 SPDRPtfMtgBkdBd SPMB 2.6 24.97 –0.02 .0527 WisdTrFRTrea USFR .0 25.10 –0.01 .0021
GlbXFinTech FINX 6.5 33.06 –2.38 2.1631 AberdStdPhySilv SIVR ... 23.33 +1.23 ... InvscDBUSDBull UUP ... 25.61 +0.11 ... iShS&PMC400Growth IJK .6 74.65 –5.88 .134 SPDRS&P500Value SPYV 2.2 40.69 –1.81 .2552 WisdTrIndiaEarn EPI 1.2 36.98 –1.63 .192
GlbXNasd100Cv QYLD 11.3 20.43 –1.47 .4994 AdvShPureUSCan MSOS .0 21.42 –2.92 .07 InvscEMSovDebt PCY 5.0 25.27 +0.10 .1052 iShS&P500Growth IVW .5 73.71 –5.73 .0927 SPDRPtfS&P1500 SPTM 1.4 53.90 –3.34 .2094 WisdTrJapanHdg DXJ 2.7 61.90 –2.94 1.1098
GlbX Robotics&AI BOTZ .2 29.49 –2.69 .0593 AlerianMLPETF AMLP 8.0 34.99 –1.36 .76 InvscFinlPfd PGF 4.8 18.40 –0.19 .0709 iShGlobalEnergyETF IXC 3.6 30.76 –0.96 .6681 SPDRPtfS&P500 SPLG 1.4 51.51 –3.12 .2031 XtrkrsHarvCSI300 ASHR .9 37.68 +0.23 .3453
GlbXTelemed EDOC ... 14.39 –0.70 ... AmplifyTransData BLOK 17.9 32.14 –5.41 5.7502 InvscFTSERAFIEM PXH 4.6 22.34 –0.30 .4604 iShGlobalHealthcr IXJ 1.2 83.33 –2.59 .4819 SPDRS&P500Growth SPYG .7 63.89 –4.87 .1228 XtrkrsMSCIEAFE DBEF 2.4 38.04 –1.16 .239
InvscActMgdETC PDBC 48.0 14.89 +0.15 1.7574 ArkFinInnov ARKF ... 31.01 –4.01 ... InvscGlblPrvEqu PSP 11.4 13.99 –0.79 .5304 iShGlobalTechETF IXN .6 57.44 –4.12 .0082 SPDRS&P500HiDiv SPYD 3.7 42.07 –2.13 .1276 XtrkrsMSCIEurope DBEU 1.9 35.36 –0.91 .1125
InvscBull2024CpBd BSCO 1.9 21.67 –0.04 .0641 AvantisUSSCValue AVUV 1.3 75.90 –6.49 .4834 InvscNatAMTFrMuni PZA 2.4 26.67 –0.12 .0509 iShS&P500Value IVE 1.9 151.77 –6.77 .7615 SPDRPtfS&P400MC SPMD 1.4 45.41 –3.30 .1054 XtrkUSAESGLdrs USSG 1.2 40.72 –2.15 .1564
InvscBull2023CpBd BSCN 1.6 21.39 –0.01 .0823 CommSvsSPDR XLC .8 72.22 –4.34 .1567 InvscPreferred PGX 5.6 14.67 –0.10 .056 iShrsSP GSCI Cmdty GSG ... 18.57 +0.25 ... SPDRPtfS&P600SC SPSM 1.5 40.91 –3.35 .27 XtrkrsUSDHYCorpBd HYLB 4.5 39.12 –0.37 .0707
January 24, 2022 BARRON’S 57

Complete FOREIGN EXCHANGE LIST: Page M68 Foreign Markets Key Cross Rates $1=€.8814, ¥113.68, £.7378

Europe GLOBAL STOCK MARKETS Asia

Taking Gas: Russia growled. Tech and energy In Local Currencies In U.S. Dollars1 Open Throttle: China cut rates, to revive its flag-
stocks weakened in the knees. Week's Week's ging growth. Japan’s exports soared.
Index % Chg. 1/21 52-wk Range % Chg. 1/21 52-wk Range
-1.58% S&P Europe BMI The World –4.5 2302.6 2477.0– 1993.2 –4.7 3025.1 3248.1– 2661.7 -1.89% S&P Pan Asia BMI
E.A.F.E.2 –1.6 1330.8 1383.0– 1169.0 –2.1 2284.4 2404.8– 2124.0
-0.87 U.K. Australia –2.8 1390.5 1494.6– 1296.7 –3.3 893.9 1005.8– 881.8 Hong Kong 2.68
Austria –3.6 727.9 766.2– 506.9 –4.4 1560.6 1650.8– 1163.7
-0.93 France Belgium –2.2 976.7 1027.7– 887.5 –3.0 1373.6 1543.7– 1311.1 China 0.65
Canada –3.5 2603.3 2732.1– 2161.9 –3.5 2245.6 2351.4– 1829.9
-1.09 Spain Denmark –1.0 13929.2 15982.8– 11463.5 –1.8 15926.3 18519.0– 13769.1 Philippines 0.30
Finland –2.3 842.8 918.0– 758.5 –3.0 634.4 721.3– 599.2
-1.16 Greece France –1.0 2517.9 2627.0– 1967.0 –1.7 2414.9 2517.2– 2019.9 Indonesia 0.26
Germany –1.9 1111.5 1160.9– 1001.4 –2.6 2359.4 2580.5– 2272.2
-1.38 Switzerland Greece –0.5 47.5 48.2– 36.1 –1.3 20.0 21.2– 16.1 -1.11 Thailand
Hong Kong 3.4 16952.7 19150.6– 15644.9 3.3 12094.2 13715.3– 11136.9
-1.44 Denmark Ireland –2.4 282.4 310.7– 249.5 –3.2 244.4 280.7– 231.2 -1.96 Malaysia
Italy –1.4 854.3 887.5– 689.0 –2.1 312.9 325.1– 270.2
-1.77 Italy Japan –2.6 1189.5 1294.8– 1108.0 –2.5 3773.4 4257.8– 3711.4 -2.15 Singapore
Netherlands –2.3 2701.3 3087.5– 2216.6 –3.0 5024.4 5880.4– 4390.7
-2.11 Netherlands New Zealand –4.1 157.7 203.4– 157.7 –5.5 161.1 221.9– 161.1 -2.49 Taiwan
Norway –2.2 3460.0 3551.4– 2792.8 –3.9 2779.2 3036.0– 2311.0
-2.23 Germany Portugal3 0.1 101.8 109.9– 93.7 –0.6 75.7 83.6– 72.4 -2.66 Japan
Singapore –1.1 1584.9 1738.7– 1525.5 –0.9 3625.2 3972.5– 3456.9
-2.47 Sweden Spain –1.0 856.4 905.5– 760.9 –1.7 408.8 461.9– 382.6 -2.98 New Zealand
Sweden –2.3 18621.0 20138.9– 15668.2 –4.2 10494.9 11695.4– 9728.7
-2.55 Belgium Switzerland –1.3 1637.8 1731.5– 1395.0 –1.2 7719.4 8117.6– 6500.6 -2.99 Australia
U.K. –0.5 2125.3 2155.9– 1796.8 –1.4 1200.5 1226.3– 1028.2
-3.13 Norway U.S.A. –5.8 4212.9 4621.2– 3630.3 –5.8 4212.9 4621.2– 3630.3 -3.08 South Korea
Base Jan. 1, 1970=1001Adjusted for foreign exchange fluctuations relative to the U.S. $.
2Europe, Australasia, Far East Index.3Base: Jan. 1, 1988=100.
-3.43 Finland -3.62 India
Source: Morgan Stanley Capital International Perspective, Geneva.
Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices

KEY FOREIGN STOCK MARKET INDEXES S&P Global Broad Market Indices
S&P Global S&P Global SP Global Point
Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date Indexes, Indexes, Indexes, Chg. % Chg.
Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg. Region/ Local Curr. Wkly U.S. $ Wkly U.S. $ on From From
Country 01/21/22 % Chg. 01/21/22 % Chg. 12/31/21 12/31/21 12/31/21
Amsterdam AEX 763.70 –2.53 –34.23 –4.29 Mexico City IPC 51599 –3.99 –1673.06 –3.14 Americas 468.79 — 5.76 509.85 — 41.06 — 8.05
Brazil 982.58 1.66 205.00 3.71 194.62 10.38 5.33
Athens General 942.46 –0.73 +49.12 +5.50 Milan FTSE All Share 30052 +0.11 +110.25 +0.37 Canada 633.34 — 3.59 642.17 — 3.52 657.05 — 14.88 — 2.26
Chile 307.76 3.06 168.97 5.66 147.46 21.51 14.59
Bangkok SET 1652.73 –1.19 –4.89 –0.30 Moscow RTS 1401.88 –5.65 –193.88–12.15 Mexico 860.08 — 3.70 339.38 — 4.44 349.74 — 10.36 — 2.96
U.S. 44480.38 — 5.99 44480.38 — 5.99 48634.31 — 4153.93 — 8.54
Bombay Sensex 59037 –3.57 +783.36 +1.34 Oslo Composite 1282.25 –3.57 –25.44 –1.95 Latin America 224.96 1.67 216.14 8.82 4.08
Europe 468.84 — 2.32 484.02 — 15.18 — 3.14
Brussels Bel-20 4148.79 –2.29 –161.36 –3.74 Paris CAC 7068.59 –1.04 –84.44 –1.18 Austria 365.78 — 2.40 344.51 — 3.14 345.84 — 1.33 — 0.39
Belgium 372.98 — 2.55 351.28 — 3.29 350.77 0.51 0.15
Santiago Selective 3025.33 +3.53 +219.16 +7.81 Denmark 2696.29 — 1.44 2575.76 — 2.21 2885.76 — 310.00 — 10.74
Buenos Aires Merval 83622 –2.17 +122.37 +0.15
Finland 1777.13 — 3.43 1673.76 — 4.16 1754.30 — 80.54 — 4.59
Sao Paulo Bovespa 108941 +1.88 +4119.24 +3.93 France 512.42 — 0.93 482.62 — 1.68 491.27 — 8.66 — 1.76
Copenhagen OMX 20 1659.83 –1.05 –204.16–10.95
Germany 537.18 — 2.23 505.94 — 2.97 519.74 — 13.80 — 2.66
Seoul Composite 2834.29 –3.00 –143.36 –4.81 Greece 22.82 — 1.16 23.53 — 1.90 22.50 1.02 4.55
Dublin ISEQ 8427.10 –0.65 –17.42 –0.21
Ireland 845.14 — 2.51 795.98 — 3.25 837.54 — 41.56 — 4.96
Shanghai Composite 3522.57 +0.04 –117.21 –3.22 Italy 267.82 — 1.77 252.24 — 2.51 256.37 — 4.13 — 1.61
EURO STOXX SXXE 466.75 –1.59 –12.09 –2.52
Netherlands 984.09 — 2.11 926.85 — 2.85 1003.04 — 76.18 — 7.60
Shenzhen B Share Idx 1174.47 –0.19 +0.67 +0.06 Norway 735.45 — 3.13 579.30 — 4.72 593.85 — 14.55 — 2.45
EURO STOXX 50 SXSE 4229.56 –1.00 –68.85 –1.60
Portugal 67.94 — 0.18 70.03 — 0.94 71.59 — 1.56 — 2.18
Singapore FTSE STI 3294.86 +0.39 +171.18 +5.48 Russia 2494.77 — 4.73 257.24 — 5.95 291.19 — 33.95 — 11.66
Frankfurt DAX 15603 –1.76 –280.98 –1.77 Spain 390.13 — 1.09 367.44 — 1.84 368.96 — 1.52 — 0.41
Stockholm OMXS 949.87 –2.48 –87.27 –8.41 Sweden 1759.27 — 2.47 1356.00 — 4.33 1497.71 — 141.71 — 9.46
Helsinki OMHX 12300 –3.47 –561.52 –4.37 Switzerland 719.09 — 1.38 1151.50 — 1.30 1209.16 — 57.66 — 4.77
STOXX Europe 50 SXSP 3781.98 –0.44 –36.48 –0.96 United Kingdom 301.02 — 0.87 270.21 — 1.80 268.74 1.48 0.55
Hong Kong Hang Seng 24965 +2.39 +1567.88 +6.70 South Africa 1036.76 — 0.35 334.83 1.28 310.28 24.55 7.91
STOXX Europe 600 SXXP 474.44 –1.40 –13.36 –2.74 Pacific Region 272.08 — 2.00 276.29 — 4.21 — 1.52
Istanbul IMKB 2011.16 –2.98 +153.51 +8.26 Australia 524.10 — 2.99 547.72 — 3.44 577.80 — 30.07 — 5.21
Sydney S&P/ASX 200 7175.80 –2.95 –268.84 –3.61
China 494.61 0.65 608.38 0.69 599.44 8.94 1.49
Jakarta Composite 6726.37 +0.49 +144.89 +2.20 Hong Kong 489.22 2.68 487.25 2.67 464.98 22.27 4.79
Taipel Weighted 17899 –2.74 –319.54 –1.75
India 1797.48 — 3.62 948.73 — 3.96 940.54 8.19 0.87
Johannesburg All Share 74834 –0.43 +1125.13 +1.53 Japan 150.82 — 2.66 165.68 — 2.56 169.63 — 3.96 — 2.33
Tel Aviv 125 Index 2113.25 –1.81 +56.74 +2.76
Malaysia 231.16 — 1.96 144.53 — 2.15 149.91 — 5.38 — 3.59
Kuala Lumpur Composite 1527.06 –1.82 –40.47 –2.58 New Zealand 381.54 — 2.98 499.79 — 4.32 546.91 — 47.12 — 8.62
Tokyo Nikkei-225 27522 –2.14 –1269.45 –4.41
Philippines 381.52 0.30 296.33 — 0.23 292.38 3.95 1.35
LISBON PSI 4067.85 –0.15 –116.33 –2.78 Singapore 205.68 — 2.15 249.20 — 1.99 258.08 — 8.87 — 3.44
Toronto S&P/TSX 20621 –3.45 –601.45 –2.83
South Korea 1094.36 — 3.08 1553.73 — 3.62 1640.02 — 86.28 — 5.26
London FTSE - 100 7494.13 –0.65 +109.59 +1.48 Taiwan 179.28 — 2.49 211.33 — 2.81 215.25 — 3.92 — 1.82
Vienna ATX 3860.25 –2.62 –0.81 –0.02
Thailand 361.53 — 1.11 528.41 — 0.36 524.75 3.65 0.70
Euro Zone 172.27 — 2.53 177.35 — 5.08 — 2.87
Madrid IBEX 35 8694.70 –1.27 –19.10 –0.22 Wellington S&P/NZX 50 12348 –3.46 –685.77 –5.26
Europe Developed (ex U.K.) 623.11 — 2.48 650.74 — 27.63 — 4.25
Europe (Nordic) 1358.79 — 3.79 1483.23 — 124.45 — 8.39
Manila Composite 7293.52 +0.44 +170.89 +2.40 Zurich Swiss 12355 –1.36 –520.12 –4.04
Pacific (ex. Japan) 380.22 — 1.71 384.48 — 4.27 — 1.11
World (ex US) 243.99 — 2.13 248.90 — 4.92 — 1.98
Indexes are based on local currencies. Because of various holidays and other market closings, the most recent close is not necessarily S&P Global Broad Market Indices 349.36 — 4.37 370.92 — 21.56 — 5.81
that of the week of publication. GLOBAL DOW 4146.47 — 3.52 4137.77 8.69 0.21
s2022 S&P Dow Jones Indices. All Rights Reserved.
58 BARRON’S January 24, 2022

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 Inv: LgCpIdx I 57.04 -3.44 -7.7 72.4 USSmCpGr 23.53 -1.79 -12.0 52.9
A Balanced n
CaHYMu n
18.16
11.05
-0.60
-0.06
-5.8
-1.4
41.6
16.8 Lighting Out: Investors pulled cash last week from funds, shrinking the past month’s average
MdCpIdx I
MidCapGth I
15.61
23.51
-1.13
-1.75
-8.7
-18.5
48.5
61.3
USSoCoreEq2 22.52
USSustCoreI 34.04
-1.54
-2.23
-8.2
-8.5
63.3
73.5
AAM: CAIntTF n 12.01 -0.05 -1.2 9.9 SelComunInfo t 129.70 -13.88 -12.3 154.2 USVectorEq 23.35 -1.67 -6.0 51.0
DiscCoreVal n 33.73 -1.95 -5.7 51.4 SelLCVal p 31.54 -1.58 -1.4 54.9 WexUSGov 9.90 -0.02 -1.3 8.4
B&GIncGroClI 23.85 -1.01
AB Funds:
-6.5 51.1
DivBnd n 10.78 0.00 -1.6 14.2 weekly inflow at equity funds to $4.3 billion. Inflows at taxable-bond funds fell to $180 mil- SelMdCpVal I p p 13.24 -0.83 -5.8 60.4 WrdEXUSTARGETVAL 14.25 -0.47 -0.8 31.9
AlBeGblBndFdClZ p 8.18 0.00 -1.1 10.4 EmgMkt nr 13.38 -0.50 -3.4 32.1 SmCapGth I 22.90 -2.17 -20.2 66.1 Dodge & Cox:
AllMktRlRtnPtZ 9.58 -0.21 -1.1 36.4 EqGro n 28.41 -1.81 -9.2 57.8 lion; at muni-bond funds, to $3.9 billion. The money-market fund outflow was $12.8 billion. SmCpIdx I 27.03 -2.23 -8.5 44.0 Balanced n 108.86 -4.01 -0.5 45.6
AllMktRtrn1 9.51 -0.21 -1.1 35.6 EqInc n 9.63 -0.30 -2.1 36.8 StratInc I 23.88 -0.06 -0.7 17.7 GblStock n 14.61 -0.67 1.2 48.9
CapFdInc.LCapGow 85.93 -5.79 -13.0 89.1 FocusDynamGrowth n 47.58 -4.15 -15.1 89.5 Equity Funds Municipal Bond Funds TaxEZ 13.36 -0.06 -1.4 13.7 Income n 13.84 -0.01 -1.6 16.5
Grwth n 47.27 -3.34 -12.4 89.2 Thermostat I 16.34 -0.09 -2.1 52.1 Intl Stk n 48.44 -1.76 2.4 33.1
DiscovValFd
IntDurInstl
23.52 -1.76
14.98 0.01
-5.7
-1.6
44.7
14.0 Heritage n 21.21 -1.53 -17.3 63.6 14450 12000 TotReBd I 36.61 -0.06 -1.7 20.6 Stock n 243.31 -14.21 -0.8 62.1
IntlStraEquPtZ 12.96 -0.47 -2.4 27.1 InfAdjBd n 12.56 0.00 -2.4 23.2 Columbia Class I2: Domini Funds:
MuniIncmShares 12.68 -0.06 -1.3 24.7 Intl Gr n 13.52 -0.54 -8.5 51.9 ContCore I2 31.95 -1.78 -6.2 77.7 Intl Eq Instit 8.77 -0.35 -4.6 25.1
SmCapGrwPortZCl 69.43 -7.03 -19.2 65.8 IntlOppt n 10.66 -0.57 -11.1 47.1 11200 9150 DivIncom 30.53 -1.33 -5.1 58.2 US Equity Inv pn 31.34 -2.10 -10.4 75.8
AB Funds - A: IntTF n 11.69 -0.05 -1.2 12.2 MidCapIndx 16.08 -1.17 -8.7 48.5 DoubleLine Funds:
BalWlthStrA p 15.74 -0.43 -5.2 28.7 FocLgCapVal n 10.62 -0.38 -1.1 42.7 SmCapIndx 27.79 -2.30 -8.5 44.0 CoreFxdIncmI 10.82 -0.01 -1.1 12.0
GlobalBondA p 8.18 0.00 -1.1 9.4 MdCapVal n 17.68 -0.85 -1.7 46.3 7950 6300 Columbia Class I3: EmgMktIncmI 10.19 -0.01 -2.2 14.6
GrowthA p 98.02 -6.92 -13.4 72.8 OneChAgg n 16.62 -0.70 -6.0 47.9 Balanced I3 49.35 -1.73 -4.4 53.2 FlexibleIncomeI 9.53 0.00 -0.5 12.7
HighIncomeA p 7.81 -0.04 -1.3 17.4 OneChCon n 14.25 -0.34 -3.9 32.7 Bond I3 34.57 0.00 -1.6 16.9 GlobalBondN 9.77 -0.02 -0.7 -0.6
LgCpGrA p 76.82 -5.18 -13.0 87.3 OneChMod n 16.14 -0.55 -5.1 41.4 ContCore I3 p 31.98 -1.77 -6.1 78.0 InfraIncomeI 10.16 -0.02 -1.2 13.2
MuCA A p 11.38 -0.04 -1.0 12.9 OneChoice2025 n 14.68 -0.37 -3.9 32.2 4700 3450 DivIncom 30.58 -1.33 -5.1 58.4 LowDurBdI 9.87 0.00 -0.1 7.1
NtlMuA p 10.63 -0.04 -1.1 13.2 OneChoice2035 n 16.59 -0.50 -4.7 37.8 SmCpVal II p 18.79 -1.69 -7.3 50.6 LowDurBdN n 9.86 0.00 -0.2 6.3
RelatValA p 6.41 -0.32 -2.9 46.7 OneChoiceRet n 13.13 -0.31 -3.7 29.9 STBond 9.96 -0.01 -0.5 9.2 ShillerEnhCAPEI 16.77 -0.66 -5.8 71.4
SmCpGroA p 60.31 -6.10 -19.2 64.1 Select n 104.38 -6.99 -10.6 90.2 1450 600 Columbia Funds: ShillerEnhCAPEN n 16.75 -0.66 -5.8 70.0
SmMdCpGrA p 10.67 -1.01 -19.2 58.4 SmCapGrowth n 18.39 -1.53 -15.1 70.0 UltShortBd Inst3 9.02 0.00 0.0 4.9 TotRetBdI 10.29 0.01 -1.1 9.5
SustGlblThemGrA p 155.42 -9.06 -12.2 82.3 SmCpVal n 10.29 -0.86 -6.2 65.3 Nov Dec Jan Nov Dec Jan Commerce Funds: TotRetBdN n 10.28 0.00 -1.2 8.7
AB Funds - ADV: Sustain Equity n 44.24 -2.46 -8.4 76.0 Bond n 20.11 -0.01 -1.5 14.4 Driehaus Funds:
ConGroAdv 54.09 -2.87 -10.3 86.0 Ultra n 76.46 -6.01 -12.7 100.0 Community Capital Tr: EmMktsGr n 39.75 -1.62 -3.5 43.6
GlbBd 8.17 -0.01 -1.1 10.2 Value n 8.92 -0.44 0.1 46.9 Money Market Funds Taxable Bond Funds CRAQualInvFd 10.43 0.00 -1.0 6.8 Dupree Mutual Fds:
American Century R6: Credit Suisse Common: KYTF n 7.88 -0.03 -1.0 12.0
HiIncmAdv 7.82 -0.04 -1.3 18.3
AmCentUltraFdR6 80.78 -6.36 -12.7 102.1
16700 9600 ComdtyRet r 26.72 0.46 6.2 35.6
IntlSmCapPtADV 12.33 -0.49 -5.1 30.5
IntlStraEquPtADV 12.94 -0.47
IntlStrgCore 13.35 -0.37
-2.4
-3.7
27.1
26.0
EmgMkt
EqInc
13.75
9.66
-0.51
-0.29
-3.3
-2.1
33.6
38.3 10800
Cullen Funds:
HiDivEqI r 16.31 -0.62 NA NA E
LgCpGrAdv 86.11 -5.79 -13.0 88.7 Growth 48.69 -3.43 -12.4 91.3 Eaton Vance Class A:
MuniBdInfl
NationalPtf
10.97 -0.06
10.63 -0.04
-1.6
-1.1
16.3
14.1
InfAdjBd PACH R6 12.54
MdCapVal 17.70
0.00
-0.84
-2.4
-1.6
24.2
47.9 4900
6500 D AtlCpSMID p
DivBldrA
32.66 -1.58
18.67 -0.85
-8.0
-5.8
56.8
64.3
SelectUSLgShrt 14.04 -0.46 -3.3 42.9 OCP2025 10.62 -0.27 -3.9 33.6 Davenport: FloatRt 9.11 -0.01 0.3 11.2
SmCapCorePortADV 13.73 -1.15 -10.2 40.3 OCP2030 11.71 -0.32 -4.3 36.4 FltgRtAdvg p 10.58 0.00 0.5 13.3
SmMdCpGr 12.02 -1.13 -19.2 59.4 OCP2035 11.06 -0.34 -4.7 39.3 -1000 Davenport Core n 31.16 -1.70 -9.1 59.0
SmMidCpValAdv 24.50 -1.84 -5.7 44.3 SmCpVal 10.42 -0.87 -6.2 67.0 3400 EqOpp n 23.50 -1.17 -10.6 78.8 Inc Bos
LgCpVal
5.49 -0.05
23.71 -1.20
-1.7
-2.3
18.8
51.0
American Century Y: Val&Incm n 19.59 -0.97 -3.6 43.8
SustGlbThemAdv 168.40 -9.81
SutblIntlThemat 21.86 -0.91
-12.2
-8.1
83.7
56.3 IntTF 11.68 -0.06 -1.2 12.8
-6900 Davis Funds A: NatlMuniInc 10.19 -0.05 -1.3 14.1
NYVen A 28.62 -2.05 -1.0 48.9 ShDurGovIncFd 7.94 -0.01 -0.2 3.4
TxMgdWlthAppAdv 19.73 -0.98 -5.9 50.9 American Funds Cl A: Davis Funds C & Y: ShDurStratIncFd 7.13 NA NA NA
WlthApprStr 19.48 -0.99 -5.8 51.6 2010TarRetA p 12.05 -0.20 -2.4 28.5 -12800 300 NYVenY 29.65 -2.12 -1.0 50.1 TMG1.0 n 1904.62 -122.07 -8.9 70.9
AB Funds - C: 2015TarRetA p 12.72 -0.25 -2.8 30.9 Del Invest Instl: TMG1.1 85.47 -5.47 -8.9 69.3
LgCpGrC t 51.16 -3.45 -13.1 83.1 2020TarRetA p 13.83 -0.29 -3.0 32.6 Nov Dec Jan Nov Dec Jan TMG1.2 38.44 -2.46 -8.9 68.6
2025TarRetA p 15.45 -0.41 -4.0 37.2 CorpBdI 6.07 -0.03 -2.6 24.0
AB Funds - I: USGrw 18.54 -1.44 -15.4 56.1 WW Hlth Science p 13.14 -0.40 -10.1 48.2
GlbBd 8.17 -0.01 -1.1 10.2 2030TarRetA p 16.92 -0.55 -4.9 41.5 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI Value 20.71 -1.03 -2.1 36.2 Eaton Vance Class I:
LgCpGroI 85.49 -5.75 -13.0 88.6 2035TarRetA p 18.35 -0.73 -6.0 48.3 Delaware Invest A: AtlCpSMID 37.94 -1.83 -8.0 58.0
SmCpGroI 68.86 -6.96 -19.2 65.3 2040TarRetA p 19.19 -0.88 -6.9 51.0 Diver Inc p 8.89 -0.02 -1.7 17.9 FloatRtHiInc 8.69 -0.02 0.0 13.5
Aberdeen Fds: 2045TarRetA p 19.69 -0.94 -7.2 51.8 GroInA p 13.95 -0.65 -1.2 41.6 FltgRt 8.81 -0.01 0.3 12.0
EmMktEqty Inst 17.10 -0.45 -0.8 36.8 2050TarRetA p 19.40 -0.96 -7.5 52.0 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. OppA p 33.54 -2.29 -5.0 48.8 GblMacAbR 8.56 -0.03 -0.2 15.0
UltStMuniIncInst 10.03 0.00 0.0 2.2 AmcpA p 39.43 -2.96 -13.3 53.5 SmCpValA p 72.86 -5.82 -4.7 45.8 IncBos 5.49 -0.06 -1.7 19.5
USSmCapEq Inst 38.40 -3.19 -13.5 64.8 AMutlA p 51.35 -1.78 -3.4 47.2 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. LgCpVal 23.82 -1.22 -2.3 52.2
SMIDCapGrA p 23.19 -2.51 -23.0 61.9
Acadian Emerging Markets: BalA p 32.00 -1.09 -4.4 41.1 TxUSA p 12.15 -0.06 -1.6 20.8 NatlMuniInc 10.19 -0.05 -1.3 14.9
AcadnEm Inv n 23.67 -0.51 NA NA BondA p 13.15 -0.01 -1.7 16.5 BlackRock Funds Blrk: IntlFd 14.71 -0.51 -2.8 30.7 SmallCapGrowthI 43.07 -3.61 -15.9 56.5 Eaton Vance Funds:
Advisers Inv Trst:
Balanced n 84.77 -2.99 -5.2 49.7
CapIBA p
CapWA p
69.16
19.73
-1.69
-0.03
-1.4
-1.0
33.2
10.8 B CapAppr
BlackRock Funds C:
37.91 -2.85 -14.5 77.9 IntmBdFd
MCMultiStrM 19.81
12.59 -0.01
-1.29
-0.9 9.4
-9.7 58.2
SmallCapGrowthIS 43.95
Clipper:
-3.68 -15.9 57.1 Deutsche DWS:
CapGrth p
CapGrth n
109.39
111.31
-7.13
-7.24
-12.7
-12.7
87.2
88.6
ParTxMgdEmgMktIn 47.81 -0.61
Edgewood Growth Instituti:
0.5 17.4
Growth n 101.94 -4.81 -6.9 66.6 CapWGrA 60.15 -2.75 -5.5 48.3 GlblAlloc t 17.42 -0.56 -3.7 37.4 NtlIntmMuni 13.82 -0.07 -1.4 11.2 ClipperFd n 134.52 -9.85 -1.4 51.7 EdgewoodGrInst 52.93 NA NA NA
Baird Funds: HlthScOp 57.60 -2.14 -9.6 41.0 NtlShTMuni 12.78 -0.02 -0.6 4.3 Cohen & Steers: CoreEq n 30.91 -1.88 -8.0 62.7
Muni n 8.78 -0.03 -1.1 11.0 EupacA p 60.51 -2.21 -6.6 43.3 AggBdInst 11.17 0.00 -1.8 15.1 EqDivA 55.26 -1.83 0.1 32.1
Boston Trust Walden:
AIG Funds:
FDivStII t 17.20 -0.89 -4.2 20.4
FdInvA p
GBalA p
70.11
37.31
-4.00
-1.02
-7.7
-3.0
55.8
32.3
CorBdInst
IntBdInst
11.47
11.14
0.00
-0.01
-1.7 16.3
-1.2 12.2
MultiAstIncome 11.06
BlackRock Funds III:
iShS&P500IdxK 517.54
-0.16 -2.3 19.6
-31.07 -7.7 73.4
BostonBalanced 62.96
Braddock Multi Strat:
-2.41 -6.7 47.8
GblInfrI
GlbRltyI
InstlRlty
22.77
62.78
54.14
-0.46
-1.59
-1.98
-4.0
-5.6
-8.5
30.4
38.1
58.8
GblGrwS n
GNMA S n
43.54
13.43
-1.60
-0.01
-8.5
-1.2
49.7
7.5 F
Akre Funds: GovtA p 13.94 0.00 -1.2 13.2 QualIntMunBdInst 11.72 -0.04 -1.1 8.9 HiIncA 4.75 -0.03 -1.5 19.5
AkreFocusInst 58.53 -2.46 -11.6 69.9 GwthA p 65.18 -5.29 -12.3 71.4 iShUSAggBdIdxK 10.31 0.00 -1.7 12.9 Income Fund 7.32 -0.01 0.1 -19.0 IntlRltyI r 11.61 -0.16 -3.3 21.5 Fairholme:
ShtTBdInst 9.69 -0.01 -0.5 8.0 BlackRock Funds Inst: Bridge Builder Trust: PrefSecIncmA 13.93 -0.06 -1.1 23.9 MgdMuniA p 9.10 -0.05 -1.5 12.6 Fairholme n 28.12 -2.46 -9.7 69.4
AkreFocusRtl 56.70 -2.38 -11.6 68.6 HI TrA p 10.36 -0.09 -1.3 23.1 BalanA p: MgdMuniS n 9.11 -0.05 -1.5 13.3
Alger Funds A: HiInMuniA 16.66 -0.08 -1.2 18.2 AdvIntl Inst 17.95 -0.60 -3.4 34.8 CoreBond 10.25 0.00 -1.6 15.6 PrefSecIncnI 13.97 -0.06 -1.0 25.0 FAM Dividend Focus:
BalanA p 24.80 -0.94 -4.5 53.2 AdvLgCapCore 19.69 -1.16 -6.7 73.0 CorePlusBond 10.15 -0.01 -1.6 17.3 RltyIncA p 18.92 -0.69 -8.6 56.7 S&P500S n 41.41 -2.49 -7.7 72.0 FAMDivFocFd n 47.52 -2.13 -9.5 61.6
CapApr 26.80 -2.45 -14.4 76.8 ICAA p 48.14 -2.70 -7.1 56.7 Baron Funds: TechA 31.90 -2.54 -12.7 108.9 FAM Value:
SpectraN 20.14 -2.22 -17.8 62.0 IncoA p 25.28 -0.67 -2.2 38.5 AdvSmCapInst 17.93 -1.72 -15.8 40.8 Intl Eq 12.92 -0.49 -3.4 31.1 RltyIncI 20.17 -0.74 -8.6 57.9
Asset n 98.97 -5.58 -15.7 64.6 BalCapFd 25.53 -0.67 -4.9 48.7 LargeCapGrowth 20.92 -1.32 -11.1 85.0 RltyShs n 76.36 -2.80 -8.5 58.1 Diamond Hill Funds: FAMValue n 91.41 -4.72 -8.2 51.5
Alger Funds I: IntBdA p 13.60 -0.01 -0.9 10.5 GlobalAdv n 40.24 -4.24 -22.1 86.4 LargeCapValue 16.79 -0.82 -3.0 61.4 LgCapA pn 34.15 -1.71 -3.8 61.4 Federated Hermes:
CapAppr I-2 80.68 -7.46 -14.5 79.6 IntlGrIncA p 38.43 -1.04 -2.2 39.6 Growth n 98.60 -5.99 -15.1 75.1 BasicVal 19.34 -1.03 -0.6 46.0 Colorado BondShares: LgCapI 34.34 -1.72 -3.8 62.7
Alger Funds Inst: LtdTEBdA 15.84 -0.05 -1.0 7.5 CAInsMun 12.97 -0.06 -1.0 11.5 MunicipalBond 10.62 -0.04 -1.2 12.1 ColoradoBdShs 9.34 -0.02 NA NA FdIntlGrIS 16.43 -0.69 -9.9 65.0
Opportunity n 33.65 -3.11 -18.6 121.7 CapAppr 37.53 -2.82 -14.5 77.4 S/MCapGrowth 14.20 -1.08 -15.4 57.4 Columbia Class A: LgCapY 34.37 -1.73 -3.8 63.3 FedHerInterEquit 27.58 -1.08 -4.7 44.3
CapApprI 35.29 -3.22 -14.4 76.8 N PerA p 60.62 -3.43 -8.7 75.1 Partners n 174.65 -15.95 -12.2 293.7 S/MCapValue 14.01 -0.94 -5.0 49.9 LongShortI 28.76 -0.90 0.3 37.9 FedHerUltBon 9.16 0.00 -0.1 NS
Allianz Fds Admin: NEcoA p 53.24 -4.31 -13.9 51.9 SmallCap n 31.57 -2.44 -16.6 66.1 EmgMkts 29.71 -0.74 -1.0 44.0 AcornA t 8.07 -0.71 -19.4 31.6 SmMidCapI 27.01 -1.88 -4.8 47.0
RCMTechI 72.00 NA NA NA NwWrldA 80.88 -2.88 -6.0 48.2 EqtyDivd 21.65 -0.91 -0.1 50.4 Brown Advisory Funds: AMTTEBd 16.65 -0.09 -1.7 14.9 Federated Hermes A:
Baron Instl Shares: FloRateIncPorIns 9.97 0.00 0.6 13.9 GrowEqInv n 29.01 -1.86 -15.3 73.8 BalancedA t 48.88 -1.72 -4.5 51.7 Dimensional Fds: EqIncA p 23.39 -1.24 -2.8 41.8
Allianz Funds A: SmCpA p 70.16 -4.16 -12.3 61.7 AssetInst 104.25 -5.88 -15.7 65.9 GrwthEquityInst 29.59 -1.89 -15.3 74.6 2TGlFxd 9.85 0.00 -0.3 3.0 FdShInToRetA 10.47 -0.02 -0.8 8.0
RCMGrowthA 63.81 NA NA NA STBFA p 9.92 -0.01 -0.4 5.3 DiscoveryInst 27.96 -2.53 -20.6 60.5 LgCpFocusGwth 6.56 -0.50 -15.1 76.1 BldrAggrsv 13.10 -0.57 -5.5 46.2 5GlbFxdInc 10.58 -0.01 -1.1 3.2
RCMTech t 53.72 NA NA NA STTxExBdA 10.18 -0.02 -0.6 5.0 GlblAlloc 19.99 -0.64 -3.6 41.7 SmallCapFndInst 29.70 -1.96 -5.1 35.2 BldrMod p 11.09 -0.31 -4.0 33.5 FedMunULA pn 10.01 0.00 -0.2 2.3
EmergingMktsInst 17.15 -0.55 -2.4 32.5 GlobLg/ShrtCrIns 9.90 -0.03 -0.2 13.9 SmCapGrInv n 24.10 -1.41 -11.6 53.4 ContCoreA p 30.91 -1.72 -6.2 76.0 CAIntrTrmMuniBd 10.62 -0.04 -0.9 4.9 KaufmannA p 5.58 -0.41 NA NA
AllianzGI: TECAA p 18.04 -0.09 -1.3 12.6 FifthAvenueInst 44.48 -4.58 -20.0 64.3 BrownSmCoInv n: CASTMuniBd 10.22 -0.01 -0.2 1.8 KaufmnLCA p 28.93 -1.89 NA NA
MidCpValA 32.23 -1.65 -6.2 41.2 TxExA p 13.37 -0.07 -1.3 12.6 GlobalAdvInst 41.06 -4.33 -22.1 87.7 HlthScOp 72.29 -2.68 -9.6 45.3 DisplCoreA p 13.40 -0.79 -7.6 62.7 Cont 32.64 -1.36 -4.4 53.8
WshA p 57.00 -2.65 -5.8 55.3 HYMuni 10.51 -0.05 -1.3 23.7 BrownSmCoInv n 95.92 -6.15 -17.7 34.9 DivIncA t 29.98 -1.31 -5.1 56.6 KaufmnSCA p 48.31 -4.22 NA NA
Amana Income: GrowthInst 103.28 -6.28 -15.1 76.4 Buffalo Funds: DFARlEst 47.17 -1.76 -8.9 48.4 MunStkAdvA p 14.39 -0.37 -2.9 27.6
AmanaIncm n 62.36 -2.37 -5.5 58.8 AMG Funds: OpptortunityInst 35.66 -3.29 -18.6 123.5 Interntnl 21.21 -0.85 -4.2 55.7 DivOpptyA 37.42 -1.58 -2.0 45.3 EmgMkt 31.71 -0.67 0.5 29.7
RRSmCapValI 14.43 -0.82 -6.2 39.6 iShMSCIIntldx 15.33 -0.53 -3.1 34.7 DiscFd n 24.65 -1.88 -14.7 57.0 EqValA 13.20 -0.52 -2.5 42.8 ShIntDurMuA p 10.23 -0.03 -0.7 3.4
AmanaGrowth n: PartnersInst 180.78 -16.50 -12.2 296.9 SmCap n 15.26 -1.66 -20.2 76.6 EmgMktSoCoEq 15.97 -0.35 -0.1 31.1 ShtIncA t 8.58 0.00 -0.3 6.9
AmanaGrowth n 66.40 -3.45 -9.7 99.2 AMG Managers Funds: RealEstateInst 36.99 -1.99 -10.6 110.8 MdCpGrEq 39.52 -2.83 -17.6 74.3 FocEqA t 16.78 -1.20 -11.6 86.0 EmgMktVa 31.69 -0.49 2.2 23.4
Brandywine I n 40.42 -2.35 -10.2 59.9 MultiAstIncome 11.08 -0.17 -2.3 23.2 GlobEq 17.50 -0.95 -10.9 77.8 StrValDivA p p 6.02 -0.15 2.7 31.7
Amer Beacon Insti: SmallCapInst 33.73 -2.61 -16.6 67.4
IntlInst
LgCapinst
18.25 -0.53
27.47 -1.57
0.8 25.9
-2.7 52.9
GWKMBd I
GWKSmCpCr I 30.22
12.12 -0.06
-2.35
-1.5
-11.2
10.6
52.5
BBH Funds:
BdMktN n 10.28 0.00 -0.1 8.0
NatlMuni
NYMUNIOPP 11.45
11.21 -0.06
-0.05
-1.3
-0.8
12.6
11.6 C GlobTech
HiYldBd
63.69
11.82
-6.74
-0.10
-12.7
-1.8
155.5
21.2
EmMktCorEq 25.09
EmMktSmCp 24.55
Fixd 10.26
-0.53
-0.43
0.00
0.2
-1.6
-0.2
33.5
41.2
2.6
UltraShortA pn 9.16
StockTrA
Federated Hermes C:
29.83
-0.01
-1.68
-0.1
-4.8
5.3
46.8
SmCpInst 27.05 -2.32 -5.7 40.0 TSIntlSC I 16.81 -0.78 -9.2 25.7 BerkshireFocus n: ScTechOppInst 55.01 -5.02 -16.6 123.4 Calamos Funds: IncmBldr t 12.88 -0.15 -2.1 26.6 GblAll60 40Inst 21.16 -0.70 -4.0 37.5 StraValDivC p 6.03 -0.15 2.7 28.6
Amer Beacon Inv: TSSmCapGrFd Z 15.98 -1.04 -13.1 71.9 BerkshireFocus n 27.66 -4.06 -23.6 83.2 StratIncOpptyIns 10.06 -0.04 -0.8 15.0 ConvI 18.40 -0.83 -8.4 64.2 LgCpGrowA t 53.83 -3.73 -12.0 90.9 GlAll25 75Inst 14.42 -0.20 -2.1 19.5 Federated Hermes Int:
LgCapInv 24.48 -1.40 -2.7 51.4 YachtmanFocFd I 20.82 -0.84 -1.5 56.0 Bernstein Fds: StratMuniOppI 11.85 -0.06 -1.1 11.7 Gr&IncA p 43.32 -2.42 -7.2 63.7 LgCpIdx pn 56.58 -3.40 -7.7 71.1 GlEqInst 30.52 -1.64 -5.8 55.4 GloFinI 36.99 -1.23 -0.7 45.0
American Century A: YacktFocFd N n 20.89 -0.84 -1.5 55.1 Ca Mu n 14.42 -0.04 -0.8 8.2 TotRet 11.59 -0.03 -2.0 16.1 Gr&IncI 41.26 -2.31 -7.2 64.9 LgCpVl A 16.58 -0.82 -2.8 52.7 GlRESec 12.41 -0.45 -7.7 34.9 InsHiYld r 9.75 -0.08 -1.5 20.3
EqIncA p 9.63 -0.30 -2.1 35.8 YacktmanFd I 24.15 -1.03 -1.4 55.0 DivrMuni n 14.64 -0.05 -0.9 9.9 WorldInc 6.10 -0.03 -1.7 14.6 GrowthA p 35.24 -2.93 -13.4 72.7 LiGoBalA p 12.12 -0.44 -4.8 39.8 InfProtSec 12.98 0.00 -2.5 24.3 MDTSmCIS 23.42 -1.96 NA NA
American Century G: Angel Oak Funds Trst: EmMkts n 30.10 -0.62 -0.2 36.4 BMO Funds: MktNeutA p 14.50 -0.16 -1.4 13.6 MdCpIndxA pn 15.71 -1.14 -8.7 47.4 IntGvFxdInc 12.46 0.02 -1.7 11.9 TtlRtnBdI 10.96 -0.02 -1.7 17.8
EmgMktsDebt 10.09 -0.02 -1.3 17.4 AglOkMtiStFdClIn 10.24 -0.01 NA NA IntmDur n 13.10 0.01 -1.7 12.9 UltrShtTxFrI 10.07 0.00 -0.2 3.2 MktNeutI 14.32 -0.16 -1.4 14.5 MidCapGthA t 20.57 -1.54 -18.6 60.1 IntlCoreEq 15.71 -0.59 -2.4 36.8 Federated Hermes IS:
GlBond 10.18 -0.01 -1.0 12.6 AQR Funds: NY Mun n 14.12 -0.04 -0.9 8.7 BNY Mellon: Calvert Investments: SelgComuInfoA 113.58 -12.16 -12.3 152.3 IntlREst 4.47 -0.15 -5.7 13.9 IntEq IS p 27.57 -1.08 -4.7 44.1
InfAdjBd 12.55 0.00 -2.4 25.0 DivArbI 11.96 NA NA NA BlackRock Funds: SCMultiStrM 20.76 -1.70 -10.7 48.5 Bal A 39.31 -1.42 -6.0 47.7 SelMidCpValA 13.19 -0.82 -5.9 59.2 IntlSustCore1 12.64 -0.45 -4.4 40.0 KaufmnIS 5.80 -0.43 NA NA
NT IntlGr 12.91 -0.51 -8.4 57.4 LgCapDefStyle I 29.67 NA NA NA CoreBd Inst 9.60 0.00 -1.7 15.0 BNY Mellon Funds: Eq A p 74.18 -2.94 -10.6 86.5 SmCapGthA t 20.87 -1.97 -20.2 65.0 IntlVal 19.81 -0.79 3.4 29.8 KaufmnSCI 49.71 -4.34 NA NA
NT MdCapVal 13.59 -0.64 -1.5 50.4 LgCapDefStyle R 29.63 NA NA NA CoreBd K 9.63 0.00 -1.7 15.3 Aprec pn 43.66 -2.26 -9.2 84.5 LCCoreReIdxA t 37.81 -2.45 -9.2 76.9 SmCpIdxA pn 26.80 -2.22 -8.5 42.9 IntlVectorEq 13.66 -0.54 -1.9 35.8 CorpBondFdIS 9.51 -0.04 -2.2 20.5
NTDiscGro 14.18 -1.05 -12.6 79.2 LgCapMomStyle I 23.13 NA NA NA CreStraInc Inst 9.91 -0.01 -1.0 16.1 CA AMTMuBdZ nr 14.89 -0.09 -1.5 11.6 Carillon Eagle: StratIncA 24.33 -0.07 -0.8 16.7 IntrLrgCpGroPor 16.34 -0.55 -7.2 45.9 FdShinToRetI 10.47 -0.01 -0.8 9.0
NTDvBnd 10.99 0.01 -1.5 15.8 LgCpMultiStyle R 19.33 NA NA NA HiYBlk 7.70 -0.07 -1.5 22.7 Dr500In tn 55.27 -3.33 -7.7 70.9 MdCpGrA p 77.01 -5.09 -14.6 63.3 TaxEA 13.35 -0.07 -1.5 13.0 IntSmCo 20.84 -0.83 -4.3 39.6 GovUltra 9.93 0.00 -0.1 3.4
NTEmgMkt 13.00 -0.48 -3.4 37.2 MgdFutStrI 7.62 NA NA NA HiYInvA 7.69 -0.07 -1.7 21.0 Dreyf n 15.10 -1.07 -9.5 74.8 Carillon Reams: TechA p 59.98 -5.33 -13.0 112.1 IntSmVa 21.09 -0.88 -1.4 31.1 KaufmnLCIS 30.21 -1.98 NA NA
NTEqGrp 10.55 -0.67 -9.1 60.8 TMEmgMultStyle R 12.19 NA NA NA HiYldBd Inst 7.69 -0.07 -1.7 22.2 DreyMid r Inv nr 32.58 -2.36 -8.7 47.4 CorePlBd I 34.05 0.02 -1.4 22.4 ThermoA 16.65 -0.09 -2.1 50.9 IntTermMuni 10.33 -0.03 -0.9 6.4 ShIntDurMuInst 10.23 -0.03 -0.7 4.5
NTGrwth 21.28 -1.50 -12.4 93.6 ArbitrageI : InflProtBdInst 11.51 -0.01 -2.4 24.5 FloRtIncY 11.43 0.01 0.5 13.8 UnconstrndBd I 12.61 -0.01 -0.6 16.7 TotReBdA t 36.59 -0.06 -1.7 19.7 IntVaIII 17.06 -0.68 3.5 30.5 StraValDivIS 6.06 -0.15 2.9 32.7
NTHeritage 13.00 -0.93 -17.2 67.7 ArbitrageI 13.09 -0.04 -1.5 9.0 LDurBlk 9.55 -0.01 -0.6 7.5 GblRealRtY 16.87 -0.33 -3.4 26.5 Carillon Scout: Columbia Class Adv: ITExQual 11.00 -0.02 -2.3 19.5 StrincIS 9.16 -0.10 -2.0 18.9
NTHighInc 9.73 -0.08 -1.3 24.9 Ariel Investments: LowDurBdA 9.56 0.00 -0.6 6.5 GlbStkI 25.67 -1.17 -8.7 57.4 MidCap I r 22.42 -1.47 -8.2 52.2 ContCore p 31.99 -1.78 -6.2 77.2 LgCo 31.29 -1.88 -7.7 73.3 UltraShortI 9.16 0.00 -0.1 6.1
NTIntlVal 9.43 -0.40 -1.6 28.9 ApprecInv pn 45.79 -3.28 -4.0 47.0 LowDurI Inst 9.56 -0.01 -0.6 7.3 GlFxIncI 21.43 -0.01 -0.9 13.5 CausewayInst : DivIncom 30.57 -1.32 -5.1 57.9 LgCpIntl 26.66 -0.95 -2.7 36.6 ShtlncIS 8.57 -0.01 -0.3 7.9
NTFocLgCapVal 11.76 -0.42 -1.0 46.5 Ariel Inv pn 78.42 -5.83 -6.1 51.5 BlackRock Funds A: HYldI 6.02 -0.04 -1.4 19.3 CausewayInst 17.79 -0.48 2.3 32.1 Columbia Class C: SclCrEqInst 14.79 -0.57 -3.1 34.4 FedMuniUl A 10.01 0.00 -0.2 3.0
SDIPB 10.90 -0.02 -0.7 17.6 Aristotle Value: AdvLCGrwA 20.01 -1.45 -11.8 85.2 InstS&PStkIdx I 70.80 -4.26 -7.7 72.5 CIBC Atlas: Balanced 48.64 -1.71 -4.5 48.3 SelHdgGlFxd 9.46 -0.03 -0.9 5.3 Federated Hermes R:
Sustain Equity 44.42 -2.47 -8.3 NS Equity Fund n 19.19 -1.19 -6.6 63.4 AdvLgCapCore p 18.68 -1.11 -6.7 71.8 Interm n 13.58 -0.06 -1.3 10.3 DispEq Inst 28.96 NA NA NA DivInc t 28.97 -1.26 -5.1 53.2 STExQual 10.74 -0.01 -0.7 5.3 KaufmnR r 5.60 -0.41 NA NA
American Century I: Artisan Funds: BalCapFd 25.40 -0.67 -4.9 47.5 IntlStkI 24.91 -0.60 -7.6 50.7 ClearBridge: Columbia Class I: STGov 10.33 0.00 -0.8 0.9 Federated Hermes R6:
CaHYMu 11.04 -0.06 -1.4 17.4 GblOppInst 33.63 -1.81 -11.1 80.5 BasicVal 18.93 -1.01 -0.6 44.7 IntlStkY 24.61 -0.59 -7.6 50.8 AggressGrowthA 132.00 -10.49 -11.1 29.8 Acorn I 11.47 -1.02 -19.3 32.6 STMuniBd 10.14 0.00 -0.1 2.1 FedInstHYBondL 9.76 -0.08 -1.5 20.5
DiscCoreVal 33.82 -1.95 -5.6 52.4 GblOppInv n 32.86 -1.77 -11.1 79.3 CAInsMuni 12.96 -0.06 -1.0 10.7 MunBd nr 11.83 -0.06 -1.4 13.2 AggressGrowthI 160.58 -12.75 -11.1 31.1 AcornIntl I 28.92 -1.34 -13.1 37.8 TAUSCoreEq2 27.25 NA NA NA KaufmnSCL 49.30 -4.30 NA NA
DivBnd 10.79 0.00 -1.5 15.0 Intl Inv n 28.80 -1.06 -5.5 36.0 CapAppr 33.33 -2.51 -14.5 76.0 NY Tax nr 14.86 -0.08 -1.5 11.3 AllCapValueA 13.75 -0.95 -2.9 35.0 AltBeta I 28.58 0.09 1.2 -6.6 TM US Sm 55.53 NA NA NA StrValL 6.06 -0.15 2.9 32.8
EmgMkt 13.74 -0.51 -3.3 33.0 IntlInst 28.97 -1.07 -5.5 36.9 EqtyDivd p 21.55 -0.92 -0.2 49.3 ResrchGrA 18.12 -1.56 -14.0 79.2 AppreciationA 31.20 -1.51 -6.6 63.5 Balanced I 48.77 -1.71 -4.4 52.8 TM USTgtVal 45.69 NA NA NA TtlRtnBdL 10.96 -0.02 -1.6 18.0
EqInc 9.65 -0.29 -2.1 37.7 IntlVal Inst 42.24 -1.32 -0.3 46.9 GlblAlloc p 19.83 -0.63 -3.6 40.6 ResrchGrZ n 18.72 -1.61 -14.0 80.3 AppreciationI 30.95 -1.50 -6.6 64.9 ConSec I 23.27 -1.18 -8.7 67.7 TMMttVa2 35.59 -2.04 -3.8 45.0 Fidelity:
FocusDynamGrowth 48.19 -4.21 -15.1 90.6 IntlVal Inv n 42.12 -1.33 -0.4 45.9 HlthScOp p 68.08 -2.52 -9.6 44.1 SelMgrSmCpGroY 26.16 -2.31 -15.1 51.9 AppreciationIS 31.06 -1.50 -6.6 65.3 ContCore I 31.23 -1.74 -6.2 77.2 TMUSEq 48.44 NA NA NA 500IdxInstPrem n 152.65 -9.17 -7.7 73.5
Growth 48.60 -3.43 -12.4 90.4 MidCapInst 43.60 -3.32 -17.9 83.0 LgCp Focus Gr 5.91 -0.45 -15.1 74.9 SelMgrSmCpVaY 25.08 -1.84 -6.8 53.4 DividendStrat1 n 29.41 -1.18 -4.8 61.0 DivIncom I 30.02 -1.30 -5.1 57.9 US CoreEq1 33.76 -2.14 -7.4 66.2 BalancedK6 13.98 -0.63 -6.2 NS
IntTF 11.69 -0.05 -1.2 12.7 MidCapInv n 36.56 -2.79 -17.9 81.8 MdCpGrA 33.69 -2.41 -17.5 73.0 SmCpStk r Inv nr 30.68 -2.54 -8.5 43.1 DividendStratA 29.39 -1.17 -4.8 59.7 DivOppty t 37.66 -1.59 -2.0 46.4 US CoreEq2 30.57 -1.96 -7.4 64.7 Contrafund K6 20.67 -1.53 -11.4 74.4
MdCapVal 17.70 -0.84 -1.6 47.2 MidCapVal Inv n 20.60 -1.25 -4.5 43.4 MultiAstIncome 11.07 -0.16 -2.2 22.3 SmMidCpGrI 28.07 -2.18 -17.6 64.1 DividendStratI 30.38 -1.22 -4.8 61.1 EmgMkt r 16.31 -0.58 -4.8 45.0 US Micro 25.31 -2.00 -7.9 44.3 EmgMktIdxInstPre n 12.11 -0.27 0.2 28.0
OneChoice2035 16.60 -0.51 -4.7 38.6 SmCpInv n 33.63 -3.25 -19.7 46.6 NatlMuni p 11.22 -0.06 -1.2 11.9 StratValA r 39.41 -2.07 -3.5 57.7 LargeCapGrowthA 56.73 -4.12 -12.7 69.3 FlexCap 15.04 -0.50 -2.5 47.6 US Small 43.00 -3.35 -8.6 46.8 ExtMktIdxInstPre n 76.29 -6.26 -12.5 51.6
SDIPB 10.89 -0.02 -0.8 15.9 Ashmore Funds: NYMUNIOPP 11.46 -0.04 -0.8 10.8 U.S.EqY 24.60 -1.40 -11.1 57.6 LargeCapGrowthI 65.11 -4.72 -12.7 70.7 FocEq I p 19.49 -1.40 -11.6 87.3 US SmCpVal 41.70 -3.30 -4.1 45.6 FidAdAsset 14.46 -0.13 -2.4 20.3
SmCapVal 10.42 -0.87 -6.2 66.3 EmgMktTRInst 6.23 NA NA NA ScTechOppA 50.15 -4.57 -16.6 121.7 WWGrA 68.40 -2.84 -7.3 84.0 LargeCapValueA 38.17 -1.98 -3.8 53.7 GlbTechGw I 62.81 -5.58 -13.0 113.7 US TgdVal 28.82 -2.32 -4.6 50.4 FidAdAsset 13.44 -0.26 -3.7 32.3
Ultra 80.29 -6.32 -12.7 101.2 Ave Maria Funds: StratMuniOpp 11.85 -0.06 -1.1 11.0 BNY Mellon Funds Tru: LargeCapValueI 38.08 -1.97 -3.8 55.0 IntmMunBd I 10.33 -0.04 -1.1 11.0 USLCpGr 29.39 -1.80 -10.1 73.0 FidAdEm 41.71 -1.47 -4.3 NS
American Century Ins: Growth pn 39.82 -2.17 -11.2 59.8 StrtIncOpptyInvA 10.06 -0.03 -0.8 14.0 BondFd 12.63 -0.01 -1.8 13.5 MidCapA 37.34 -2.65 -11.2 61.6 LgCapGr 10.33 -0.72 -14.5 70.7 USLgVa 44.67 -2.66 -3.0 43.6 FidAdJapan 17.16 -0.84 -7.0 43.6
CAIntTf 12.01 -0.06 -1.2 10.6 RisingDivd n 20.54 -1.05 -6.3 51.1 TotRet 11.59 -0.04 -2.1 15.0 EmgMkts 13.22 -0.39 -0.8 36.1 SmallCapGrowthA 38.75 -3.24 -15.9 55.3 LgCpGrow I 57.21 -3.96 -12.0 92.4 USLgVaIII 29.56 -1.76 -3.0 44.1 FidFreeBlend 11.36 -0.31 -3.8 NS

About our Funds
The listings include the top 2500 open-end funds by assets. These funds value their portfolios daily and report net
asset va lues (the dollar amount of their holdings divided by the number of shares outstanding) to the National
Association of Securities Dealers. Total returns reflect both price changes and dividends; these figures assume that
all distributions are reinvested in the fund. Because Lipper is constantly updating its database, these returns may
differ from those previously published or calculated by others. 3 year returns are cumulative. The NAV is the last
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
quote. n: no front- or back-end sales charge. p: fund assets are used to pay marketing and distribution costs (12b-1
fees). r: fund levies redemption fee or back-end load. s: stock dividend or split of 25% or more. t: fund charges
12b-1 fees (for marketing and distribution) and a back-end load. v: capital-gains distribution may be a return of
capital. x: ex cash dividend. Full mutual-fund listings,including dividend and capital-gains data, now appear free
online at www.barrons.com/listings. All data supplied by Lipper.
January 24, 2022 BARRON’S 59

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.
FidFreeBlend 11.44 -0.35 -4.1 NS NewMktsIncFdZ 13.89 0.01 -2.3 7.7 LCapCrEIdx n 20.12 -1.17 -6.8 71.8 NwInc n 9.96 0.00 -0.1 7.2 SmCapVa 55.41 NA NA NA Hyld 3.91 -0.03 -1.3 15.5 DispVal 23.92 -1.43 -2.1 47.9 TaxFr p 11.91 -0.08 -1.8 16.3
FidFreeBlend 11.71 -0.45 -4.7 NS RE Income 13.36 -0.16 -2.8 31.1 LCapGrEIdx n 27.95 -2.01 -11.0 91.8 Franklin: Guggenheim Funds Tru: HYMuA 10.24 -0.04 -1.2 18.6 DispValMdCp 25.59 -1.58 -3.1 55.3 TotRet p 10.28 -0.01 -1.5 14.0
FidFreeBlend 11.88 -0.53 -5.3 NS StkSelAllCap 63.02 -3.72 -8.5 73.1 LevCoSt n 42.67 -3.27 -10.4 74.5 FrnkGrowFdClA 17.52 -0.71 -3.9 39.9 FloRaStraFdInst 25.17 0.02 0.6 12.8 IntlBdA p 5.05 -0.02 -1.0 2.6 FunLgCpCorA p 65.70 -4.69 -8.2 75.0 ValOpps p 19.38 -1.48 -9.9 49.8
FidFreeBlend 11.87 -0.54 -5.3 NS StrgInc 12.49 -0.06 -1.5 19.6 LgCpVHIdx n 15.54 -0.77 -3.1 51.3 Franklin A1: MacOppFdClInstl 26.87 -0.09 -0.8 15.8 IntlDivA 20.07 -0.78 -6.8 38.2 InvGrBdA 10.59 0.00 -1.7 14.3 Lord Abbett C:
FidSAI 9.84 -0.08 -1.5 NS Fidelity Freedom: LmtTrmMuniIncm n 10.67 -0.03 -0.9 6.7 AZ TF A1 p 10.86 -0.05 -1.2 11.9 TotRtnBdFdClInst 28.05 -0.03 -1.6 18.8 IntlGrow 26.08 -0.72 -3.8 38.7 IntlGrw 32.49 -1.03 -6.5 53.6 BdDeb 8.17 -0.09 -2.5 17.6
FidSAIEmerg 13.90 -0.28 1.5 NS 2060 K6 14.10 -0.62 -4.9 55.3 LowP nr 51.65 -2.54 -4.0 53.3 CA TF A1 p 7.62 -0.04 -1.5 15.0 TotRtnBondFdClA 28.03 -0.03 -1.7 17.8 IntlGrowA p 41.23 -1.87 -9.9 48.1 LifeAggr 15.97 -0.85 -6.0 51.9 ShtDurIncmC t 4.16 -0.01 -0.4 6.8
FidSAIIntern 12.44 -0.28 -6.3 NS FAFree2020I p 13.27 -0.31 -3.5 35.8 LowPriStkK r 51.58 -2.54 -4.0 53.7 CAHY A1 p 11.26 -0.06 -1.4 17.2 GuideMark Funds: IntlSmCoA 49.97 -2.23 -12.5 45.6 LifeBal 14.93 -0.47 -4.1 38.8 Lord Abbett F:
FidSer5 9.74 0.02 -3.8 NS FAFree2025I 13.92 -0.36 -3.7 39.1 LowPriStkK6 14.75 -0.72 -3.9 53.1 CAInt A1 p 11.88 -0.05 -1.2 8.1 LgCpCorServ pn 28.01 -1.85 -8.5 68.3 IntTMIA p 11.36 -0.05 -1.2 11.8 LifeConsv 13.02 -0.15 -2.1 20.8 BdDeb 8.13 -0.09 -2.6 20.1
FidSer0-5 9.99 -0.01 -0.6 NS FAFree2035I 15.33 -0.58 -4.7 49.7 LtdTmBdFd n 11.57 -0.01 -0.7 9.2 Fed TF A1 p 12.09 -0.07 -1.5 13.7 GuideStone Funds: InvescoFd p 25.89 0.36 -1.3 90.1 LifeGrw 15.59 -0.68 -5.2 45.8 DevGt p 22.48 -2.53 -21.6 54.2
FIDSerEmgMkt 10.27 -0.34 -2.3 18.2 FAFree2045A 13.08 -0.58 -5.3 52.2 MagellanK 13.26 -0.91 -13.6 71.5 FedInt A1 p 12.05 -0.06 -1.3 8.4 AggrAllGS4 n 13.24 NA NA NA InvGloblFdA 111.74 -6.00 -10.1 61.8 LifeMod 13.62 -0.29 -3.1 29.9 FloatRt p 8.42 -0.01 0.4 9.8
FidSerInt 9.76 0.00 -0.7 NS FF2005 n 12.37 -0.12 -1.9 23.0 Magin n 13.27 -0.91 -13.7 71.2 HiInc A1 1.86 -0.01 -1.1 21.8 BalAllGS4 n 12.60 NA NA NA LmtdTrmMunInc p 11.39 -0.03 -0.7 7.0 StrIncA p 6.46 -0.03 -1.5 14.7 HiYld p 7.34 -0.06 -1.7 21.0
FidSerToMarket 14.60 -0.93 -8.5 NS FF2010 n 15.36 -0.21 -2.4 27.6 MAMun n 12.33 -0.06 -1.3 11.6 HY TF A1 p 10.31 -0.05 -1.4 17.6 EqindxGS2 47.57 NA NA NA MnStFndA 52.41 -3.11 -7.9 65.2 USGlobLdrs 60.74 -3.74 -11.7 78.6 HYMuniBd 12.77 -0.08 -1.6 20.8
FIDSerTresIndxFd 10.00 0.00 0.0 3.1 FF2015 n 12.68 -0.23 -2.8 31.9 Manager40 n 13.44 -0.26 -3.7 32.3 IncomeA1 p 2.51 -0.05 0.0 33.5 EqIndxGS4 n 47.58 NA NA NA MnStOpA p 22.95 -1.49 -7.9 72.1 John Hancock Instl: Income 2.88 0.00 -1.9 20.8
FIDZroExtMktIx n 11.83 -0.90 -9.3 48.5 FF2020 n 16.10 -0.36 -3.3 36.1 Manager60 n 15.37 -0.46 -5.0 42.5 MIInsTF A1 p 11.67 -0.06 -1.4 12.0 GrAllGS4 n 13.26 NA NA NA MnStSmCpA p 25.96 -1.58 -8.3 47.9 BalancedI 25.70 -0.88 -5.1 47.2 IntrTxFr 11.17 -0.06 -1.5 12.6
FIDZroLgCpIx n 15.49 -0.95 -8.2 74.2 FF2020A p 13.14 -0.30 -3.5 34.8 McpVl n 28.83 -1.62 -4.8 45.3 MNInsTF A1 p 12.49 -0.06 -1.4 11.0 GrEqGS2 26.69 NA NA NA ModInvA 11.47 -0.33 -5.6 33.4 DispValMCI 26.84 -1.65 -3.0 56.5 NatlTxF p 11.91 -0.07 -1.7 16.7
Flex 500 Index 18.76 -1.12 -7.6 73.5 FF2025 n 14.83 -0.39 -3.6 39.4 MegaCpStk n 19.05 -1.07 -1.7 72.1 MO TF A1 p 11.76 -0.05 -1.2 11.9 GrEqGS4 n 26.25 NA NA NA MunInA 13.61 -0.07 -1.4 15.5 FunLgCpCorI 69.34 -4.95 -8.2 76.3 ShtDurIncm 4.13 -0.01 -0.4 9.0
FlexIntIdx 13.38 -0.40 -2.0 34.2 FF2025A p 13.76 -0.36 -3.8 38.0 MidCap n 40.00 -2.52 -5.2 58.9 NY TF A1 p 11.12 -0.07 -1.6 12.1 IntEqGS2 14.62 NA NA NA QualityIncomeA 11.17 -0.03 -1.5 8.2 IncomeI 6.44 -0.04 -1.6 15.6 ShtDurTxF p 15.68 -0.05 -0.8 5.7
FlexMuniInc 10.41 -0.05 -1.3 13.0 FF2030 n 18.59 -0.55 -3.9 43.6 MidCapEnIdx nr 17.03 -1.14 -8.5 53.1 OHInsTF A1 p 12.83 -0.07 -1.4 11.2 LowDurGS2 13.36 NA NA NA RchHiYldMuniA 8.02 -0.04 -1.5 26.4 StratIncmOppI 10.96 -0.09 -1.5 16.8 TotRet 10.28 -0.01 -1.5 14.3
FlexUSBdIdx 10.33 0.00 -1.7 12.8 FF2035 n 16.18 -0.61 -4.5 50.2 MidCapStkK r 40.02 -2.53 -5.2 59.4 OR TF A1 p 11.69 -0.06 -1.4 11.2 MedDurGS2 14.74 NA NA NA RealEst p 21.83 -0.77 -9.3 38.0 USGlbLdrsGrwI 67.91 -4.18 -11.6 79.9 Lord Abbett I:
Freedom2060K 14.11 -0.62 -5.0 54.6 FF2035A t 15.16 -0.58 -4.8 48.4 MIMun n 12.46 -0.06 -1.3 12.3 PA TF A1 p 9.87 -0.05 -1.4 10.5 ValEqGS2 20.86 NA NA NA RisingDivA 23.82 -1.06 -7.0 63.1 JPMorgan A Class: BdDebentr 8.10 -0.09 -2.5 20.5
GlexUSIdxInstPre n 14.97 -0.45 -2.1 34.1 FF2040 n 11.58 -0.51 -4.9 54.2 MNMun n 11.85 -0.05 -1.2 11.1 US Gov A1 p 5.76 0.00 -1.0 5.6 RochAMTFrMuni 7.80 -0.04 -1.3 23.3 CoreBond 11.63 NA NA NA DevlpGro 27.29 -3.07 -21.6 54.7
GrowthCompanyK6 19.50
InflPrBdIndInsPr n 10.89
-1.78
0.01
-14.8
-2.4
NS
23.9
FF2040A p
FF2045 n
16.59
13.26
-0.73
-0.58
-5.3
-4.9
52.2
54.1
MtgSec n
MuniInc n
11.19
13.35
-0.02
-0.07
-1.6
-1.5
8.3
14.5
Utils A1 p
Franklin Templeton:
21.31 -0.27 -3.2 38.7
H RochCAMuni 9.09
RochLmtTrNYMuni p 3.03
-0.05
-0.01
-1.4
-0.8
18.9
12.0
CorePlusBd p
EmMktEq t
8.29
36.11
NA
NA
NA
NA
NA
NA
FloatRt
HiYld
8.44
7.38
0.00
-0.06
0.6
-1.7
10.1
21.3
IntlIdxInstPrem n 47.75 -1.58 -3.1 35.2 FF2050 n 13.39 -0.59 -5.0 54.1 NASDAQ nr 173.26 -14.14 -12.0 97.0 TgtGro A p 18.76 -0.83 NA NA Harbor Funds: RochPAMuni 11.52 -0.04 -0.8 21.1 EqInc p 23.06 NA NA NA ShtDurInc p 4.13 -0.01 -0.4 9.6
IntlIndex n 11.70 -0.37 -2.4 35.1 FrdmBlen2025 K6 11.39 -0.30 -3.8 39.7 NewInsights Z 37.11 -2.79 -11.4 64.2 TgtModA p 15.26 -0.51 NA NA Bond 11.69 0.00 -1.5 15.4 RoMu A p 17.42 -0.10 -1.6 24.7 EqIndx p 67.18 NA NA NA LSVValEq :
IntrTresBdIxPrem n 10.95 0.01 -1.7 12.3 Free2045L 13.20 -0.59 -5.3 53.2 NewMill n 41.12 -2.08 -1.8 51.5 FrankTemp/Frank Adv: CapApInst 85.05 -7.52 -15.6 85.0 SenFltRtA 7.11 0.00 0.7 4.3 GroInc p 66.27 NA NA NA LSVValEq 29.12 NA NA NA
LgCpGwId InstPre n 26.01 -1.95 -12.2 97.3 Free2050I 13.22 -0.58 -5.3 53.4 NewMkt nr 13.89 0.01 -2.3 7.5 CA HY Adv t 11.29 -0.05 -1.3 17.6 CapApInv pn 78.88 -6.97 -15.6 83.0 ShortTerm p 8.49 -0.01 -0.5 7.4 GwthAdv p 28.54 NA NA NA
LgCpVlIdxIstPrem n 15.74
LTTrsBdIdxInstPr n 14.29
-0.76
0.13
-3.7
-3.0
47.1
25.9
Free2055 n
Free2060InstPrem
15.46
16.18
-0.68
-0.72
-5.0
-5.6
54.1
51.7
NJMun nr
NYMun n
12.35
13.41
-0.06
-0.07
-1.5
-1.6
14.6
13.0
CA IntAdv
CA TF Adv t
11.91
7.60
-0.05
-0.05
-1.2
-1.5
8.4
15.2 IntlGr r
IntlInst r
18.87
46.18
-0.74
-1.76
-10.3
-2.2
53.3
38.1
SmCpEq p
SmCpGr
13.18
29.17
-1.11
-2.83
-12.1
-19.7
54.2
52.3
Inv Bal p
InvCon p
16.46
13.44
NA
NA
NA
NA
NA
NA M
MidCpGrwthIndx n 25.12 -1.83 -15.6 NS Freedom2010 K 15.35 -0.21 -2.4 27.8 OHMun n 12.28 -0.07 -1.3 11.3 CvtScAdv 22.72 -0.85 -8.7 68.0 LgCpValue 21.68 -1.35 -6.6 64.4 SmCpValA t 18.13 -1.36 -1.3 71.9 InvG&I p 19.39 NA NA NA
MidCpInxInstPrem n 28.98 -1.88 -9.4 56.4 Freedom2015 K 12.66 -0.24 -2.8 32.1 OTC n 17.10 -1.38 -12.8 106.2 Dynat Adv 131.61 -11.07 -18.4 83.1 SP IncomeA 4.20 -0.13 5.0 20.5 InvGrwt p 24.34 NA NA NA MainStay Fds A:
MidCpValIndex n 24.99 -1.51 -5.9 NS OTC K 17.46 -1.41 -12.7 107.0 Fed TF Adv 12.10 -0.07 -1.5 14.1 SmCpGwth 12.98 -1.06 -14.9 66.7 Tech p 50.51 -4.54 -16.1 74.0 LgCpGwth p 54.35 NA NA NA ConvtA 19.09 -0.86 -6.7 59.1
Freedom2015 K6 12.62 -0.23 -2.8 32.5 SmCpValInst 39.75 -3.00 -6.6 42.8 HiYldBdA 5.55 -0.04 -1.2 18.9
NewMkt I 13.89 0.01 -2.3 7.4 Freedom2020 K 16.09 -0.36 -3.3 36.5 OverseasK r 62.11 -2.26 -8.1 55.2 FedIntAdv 12.08 -0.06 -1.3 8.7 Harding Loevner: Invesco Funds C: MdCpGrw p 36.79 NA NA NA
OTCK6Port 18.12 -1.48 -12.8 NS Freedom2020K6 16.02 -0.37 -3.3 36.8 Ovrse n 62.26 -2.26 -8.1 54.7 GrOpAdv p 54.15 -4.16 -16.0 78.8 EqWtdC 70.18 -3.91 -6.0 58.6 MdCpVal p 39.42 NA NA NA IncBldr 20.20 -0.61 -3.2 30.7
PuritanK6 13.66 -0.63 -6.8 NS PcBas nr 36.98 -1.71 -5.2 61.7 Growth Adv t 134.04 -7.81 -11.4 75.4 EmgMktsAdv n 58.02 -1.51 -2.5 24.6 RchHiYldMunC 7.98 -0.05 -1.5 23.8 ShrtDurBd p 10.95 NA NA NA LgCpGrA p 10.03 -0.76 -14.2 81.1
Freedom2025 K 14.81 -0.39 -3.6 39.7 IntlEq 28.86 -0.87 -4.0 47.7 TxFrBdA 10.50 -0.06 -1.4 14.5
RealEstIdxInst n 18.31 -0.73 -9.2 31.1 Freedom2025K6 14.77 -0.39 -3.6 40.2 PuritanK 25.32 -1.15 -6.8 54.9 HY TF Adv 10.35 -0.06 -1.4 17.9 Hartford Funds A: TEHYC 10.20 -0.05 -1.4 16.0 Sm Cap p 50.41 NA NA NA
SAIIntlMon 13.29 -0.62 -7.9 NS Freedom2030 K 18.58 -0.55 -3.8 44.0 Puritn n 25.35 -1.15 -6.8 54.6 IncomeAdv 2.49 -0.05 0.0 34.4 Invesco Funds Instl: SmCapGrw p 17.77 NA NA NA MainStay Fds I:
SAIIntlSmComplet 13.06 -0.43 -9.0 NS RealE n 48.97 -1.60 -9.3 40.1 RisDv Adv r 89.30 -3.52 -7.8 68.5 BalIncA 15.68 -0.28 -2.1 33.5 SmCpGr 37.20 -3.60 -19.7 54.0 SR2020 p 16.66 NA NA NA EpochGlb r 20.25 -0.82 -2.6 30.8
Freedom2030K6 18.52 -0.55 -3.8 44.6 CapAppA p 39.10 -2.23 -8.0 56.3 MacKaySTMuni 9.63 -0.02 -0.6 4.7
SAIRealEstIndxFd 12.58 -0.50 -9.2 31.4 Freedom2035 K 16.17 -0.61 -4.4 50.6 RealEstInc nr 13.41 -0.17 -2.8 30.6 SmCpGrAdv p 22.09 -2.04 -14.6 44.2 Chks&Bal p 10.39 -0.36 -4.8 44.5 Invesco Funds P: SR2030 p 19.55 NA NA NA
SAIUSLgCpIndxFd 20.99 -1.27 -7.7 73.4 Freedom2035K6 16.13 -0.60 -4.4 51.2 REInc n 11.53 -0.10 -1.7 29.7 SmCpValAdv t 58.19 -4.10 -4.8 48.3 Summit P pn 23.73 -1.96 -12.6 75.9 SR2040A p 21.96 NA NA NA S&P500IdxA 54.67 -3.29 -7.7 71.0
SeriesBondFd 10.24 0.00 -1.6 NS SAIIntlMinVolInd 11.16 -0.20 -3.7 16.9 SmMCpGrAv t 42.85 -3.08 -17.5 73.0 DiscpEqA p 45.75 -2.61 -7.6 70.4 Invesco Funds Y: USEquity 20.64 NA NA NA TRBd 10.62 -0.01 -1.7 17.1
Freedom2040 K 11.58 -0.51 -4.9 54.6 DivGth A p 32.65 -1.43 -4.1 63.5 Mairs&Power:
SeriesOverseas 13.28 -0.47 -7.8 NS Freedom2040K6 11.53 -0.51 -4.9 55.3 SAILTTreBdIdx 11.00 0.11 -3.1 26.9 USGovAdv p 5.78 0.00 -1.0 6.0 EqInc t 22.33 -0.81 -2.2 52.2 BalancedRiskAllY n 9.64 -0.10 -2.8 30.4 ValAdv t 39.61 NA NA NA
SerLTTreBdIdx 8.25 0.07 -3.1 25.7 Freedom2045 K 13.25 -0.58 -4.9 54.6 SAISm-MidCap500I 10.17 -0.72 -9.5 55.2 Utils Adv 21.52 -0.27 -3.2 39.4 DevMktY n 45.75 -1.26 -2.7 24.7 JPMorgan C Class: MairsPwrBal n 110.35 -3.83 -5.6 43.9
SmallCapValIndx n 24.14 -1.90 -6.9 NS SAIUSMinVolIndFd 18.01 -0.60 -6.8 52.9 FrankTemp/Franklin A: FltRateA t 8.40 0.00 0.3 11.4 DiscovY n 104.18 -9.90 -18.7 77.8 InvBal p 16.14 NA NA NA MairsPwrGr n 148.11 -9.53 -8.9 66.9
Freedom2045K6 13.20 -0.58 -5.0 55.3 GrOppty t 40.86 -3.34 -13.9 78.1 Marsico Funds:
SmCpIdxInstPrem n 24.42 -2.14 -11.4 39.4 Freedom2050 K 13.38 -0.59 -5.0 54.6 SAIUSQtyIdx 17.45 -0.82 -7.9 80.5 BAL A t 13.31 -0.31 -2.0 35.7 GrowAllA p 13.96 -0.57 -5.2 40.5 EqWtdY n 74.94 -4.15 -5.9 63.3 InvConsvGr t 13.36 NA NA NA
STBdIdx InstPrem n 10.06 -0.01 -0.7 8.0 Freedom2050K6 13.35 -0.59 -5.0 55.3 SCEnhIdx n 13.57 -1.15 -11.1 43.3 BalInv p 35.19 -1.85 -1.5 40.6 GlblOppY n 65.24 -5.35 -14.4 38.7 JPMorgan Funds: Focus pn 23.91 -1.88 -13.0 92.0
STTreIdx InstPre n 10.47 0.00 -0.7 6.9 SCValueI r 20.61 -1.31 -4.7 65.9 BioDis A p 107.37 -6.70 -12.7 9.8 Hlthcare 35.80 -1.56 -11.5 46.7 GloblY n 112.65 -6.04 -10.1 62.9 Fl EmMktEq L 37.30 NA NA NA Mass Mutual:
Freedom2055 K 15.46 -0.67 -4.9 54.7 IntOppA p 18.20 -0.67 -4.5 45.5 SelBluChipGroClI 25.45 -2.01 -12.0 68.0
TMktIdxInstPrem n 122.42 -7.80 -8.5 69.7 Freedom2055K6 15.43 -0.67 -4.9 55.3 SmallCap nr 17.58 -1.42 -12.1 41.2 CoreAll A p 22.43 -1.27 -8.1 47.8 MidCap A p 29.23 -2.18 -10.9 46.4 IncomeY n 4.45 -0.14 5.0 21.6 MdCpVal L 40.70 NA NA NA
TotalMarketIndex n 15.38 -0.97 -8.3 70.5 Freedom2060 n 14.12 -0.62 -5.0 54.2 SmCapDisc n 28.71 -1.48 -6.3 57.0 CvtSc A p 22.71 -0.86 -8.7 66.7 IntGrowY n 40.91 -1.86 -9.9 49.2 USEquity L 20.78 NA NA NA MassMutual Premier:
TtlIntIdxInstPr n 13.99 -0.43 -2.4 35.1 SmlCapO n 13.23 -1.09 -11.3 53.4 DynaTech A p 126.58 -10.65 -18.4 81.7 Muti-AstIncGw 20.27 -0.44 -3.2 21.8 IntlBdY n 5.05 -0.02 -1.0 3.4 JPMorgan I Class: CoreBdI 10.72 0.00 -1.6 17.7
FundK 70.14 -4.50 -11.4 88.0 ShtDur 9.91 -0.01 -0.4 8.9 MassMutual Select:
USBdIdxInstPrem n 11.76 0.00 -1.7 13.0 Idx2010InsPre 13.88 -0.20 -2.8 26.1 SmlCpGrth nr 26.71 -2.33 -15.7 57.7 EqIn A p 30.55 -1.18 -4.1 50.6 TotRBdA p 10.48 -0.01 -2.0 15.1 IntlSmCoY n 49.54 -2.20 -12.5 46.6 CoreBond 11.62 NA NA NA
USSusIdx n 19.44 -1.04 -8.3 76.7 SmlCpGrth K6 14.22 -1.24 -15.6 59.6 FlRtDA A p 7.91 0.00 0.7 6.1 MnStFndY n 51.90 -3.08 -7.9 66.4 CorePlusBd 8.29 NA NA NA BlackRockGlAllCi 11.47 -0.37 -4.5 39.6
Idx2015InsPre 15.10 -0.28 -3.3 30.4 Hartford Funds C: BlChpGrR5 25.34 -2.01 -12.0 67.5
Fidelity Adv Focus A: Idx2020InsPre 16.61 -0.39 -3.8 34.3 SmlCpGrth Z 26.94 -2.35 -15.7 58.2 FoundFAlA p 14.54 -0.39 -2.7 22.5 Bal IncC 15.41 -0.28 -2.2 30.5 RocMuniY n 17.43 -0.10 -1.6 25.6 EmMktEq I 37.01 NA NA NA
HthCarA r 56.58 -3.05 -14.9 35.3 SmlCpVal nr 20.61 -1.31 -4.7 65.8 FrkIntlGrthA 18.82 -0.78 -11.9 49.3 Sel40Y n 6.16 -0.23 4.7 8.5 EqInc 23.51 NA NA NA IdxEqI 19.71 NA NA NA
Idx2025InsPre 18.78 -0.50 -4.1 37.5 DiscpEqC t 41.34 -2.36 -7.6 66.7 MCGrEqIII 22.88 -1.47 -13.1 54.5
TechA t 87.72 -7.09 -12.8 159.4 Idx2030InsPre 19.78 -0.60 -4.4 41.4 Srs1000ValIndRet 15.00 -0.71 -3.6 47.3 FSmCoSer r 20.64 -0.76 -5.3 31.7 Hartford Funds I: CoreBdY n 6.63 0.00 -1.7 16.5 EqIndx 67.27 NA NA NA
Fidelity Adv Focus C: SrsBlChGroRetail n 14.03 -1.29 -14.7 111.3 GoldPrM A p 21.66 0.07 -1.5 109.7 Ivy Funds: GrAdv r 30.10 NA NA NA MCpGrEqIIS 22.49 -1.44 -13.1 54.1
HthCarC p 42.42 -2.29 -14.9 32.2 Idx2035InsPre 22.01 -0.84 -5.0 47.6 SrsCommStrt 4.33 0.06 5.9 32.4 BalIncI 15.68 -0.28 -2.1 34.5 PIMCITRetI 9.85 0.00 NA NA
Idx2040InsPre 22.35 -0.98 -5.5 51.8 GrOp A p 48.63 -3.74 -16.0 77.5 CapAppI 39.36 -2.25 -8.0 57.6 AssetStrA p 23.53 -0.67 -3.6 45.0 GvBd 10.69 NA NA NA
Fidelity Adv Focus M: SrsEmrgMkt 20.59 -0.69 -2.0 40.6 Growth A p 133.21 -7.77 -11.5 74.0 AssetStr I r 23.95 -0.69 -3.6 46.1 HighYld 7.19 NA NA NA Matthews Asian Funds:
Tech p 80.67 -6.52 -12.9 157.4 Idx2045InsPre 23.20 -1.02 -5.6 51.7 SrsGlobal 14.75 -0.44 -2.1 34.2 DivGthI 32.46 -1.41 -4.0 64.9 AsiaDivInv nr 18.13 -0.54 -4.3 32.3
Idx2050InsPre 23.24 -1.02 -5.6 51.8 LwDuToRt A 9.44 -0.01 -0.4 7.4 EmrgMktEqInv r 19.10 -0.49 0.2 34.5 BalancedA p 25.44 -0.85 -6.4 45.5 IntlEq 20.09 NA NA NA
Fidelity Advisor: SrsGroCoRetail 17.44 -1.56 -14.6 128.6 RisDv A p 89.40 -3.53 -7.8 67.2 CoreEqA t 17.58 -0.88 -8.7 78.3 IntmdTFBd 10.95 NA NA NA AsiaGroInv nr 28.83 -1.62 -9.9 33.6
MultiAstIn Retai n 14.52 -0.41 -3.0 57.7 Idx2055InsPre 19.12 -0.84 -5.5 51.8 SrsIntlGrw 17.64 -0.60 -7.7 63.5 EqIncI 22.16 -0.81 -2.2 53.4 Asian G&I Inv nr 16.10 -0.17 0.2 30.7
Idx2055Investor 19.11 -0.84 -5.5 51.6 SmCpGr A p 19.46 -1.80 -14.6 43.1 FltRateI 8.35 0.00 0.4 12.4 EmgMktEqFdI 26.62 -0.66 -1.2 48.9 InvConGw 13.53 NA NA NA
SrsAdvIntlCapApp 28.49 -1.28 -10.5 54.5 SrsIntlSmCp 19.29 -0.78 -9.8 57.3 SmCpVal A p 54.50 -3.84 -4.8 47.2 GlGrFundClA p 55.97 -2.86 -6.0 57.4 InvGrwth 25.04 NA NA NA ChinaInv n 20.35 0.08 -1.1 55.5
StragInc n 12.48 -0.07 -1.5 19.3 Idx2020 Premier 16.60 -0.39 -3.8 NS SrsIntlVal 11.25 -0.45 0.7 39.4 GrowOppI t 45.16 -3.70 -13.9 79.5 DLStrIncmR 20.30 0.08 -1.1 56.3
Idx2025 Premier 18.77 -0.50 -4.1 NS SmMCpGrA p 36.67 -2.63 -17.5 71.7 InterValue 16.37 -0.62 2.8 28.2 HiIncA p 6.97 -0.05 -0.6 20.2 LgCapVal 19.35 NA NA NA
Tech Z 97.77 -7.90 -12.8 162.3 SrsSmCapDiscRet 13.33 -0.68 -6.5 64.7 StrInc A p 9.28 -0.03 -1.1 10.9 HiIncI r 6.97 -0.05 -0.6 21.0 LgCpGwth 55.76 NA NA NA IndiaInv nr 28.07 -1.39 -0.4 38.8
TotBdFdClZ 10.87 0.00 -1.5 17.8 Idx2030 Premier 19.78 -0.59 -4.4 NS STBF n 8.57 -0.01 -0.4 6.7 IntlAlphaInv p 17.36 -0.49 -3.4 60.2 PacTigerInv nr 27.19 -0.42 -1.3 30.0
Idx2035 Premier 22.01 -0.84 -5.0 NS TgtCon A p 14.29 -0.33 NA NA IntlOpp 18.05 -0.67 -4.5 46.9 IntlCorEqI r 20.66 -0.62 -1.1 37.0 MdCpGrw 45.50 NA NA NA
Fidelity Advisor A: StkSelCpK 63.34 -3.74 -8.5 73.1 TtlRtn A p 9.76 0.00 -1.6 13.1 LgCpGwthA p 30.56 -1.73 -10.8 93.7 MdCpVal 40.03 NA NA NA MergerFundThe pn:
AdvMdCpIIA p 21.50 -1.52 -8.7 51.7 Idx2040 Premier 22.34 -0.98 -5.5 NS StkSelSmCp n 30.47 -2.50 -11.2 62.0 MidCap 30.77 -2.29 -10.8 47.5 MergerFundThe pn 17.26 NA NA NA
Idx2045 Premier 23.20 -1.02 -5.5 NS FrankTemp/Franklin C: MunOpptI 8.98 -0.04 -1.2 12.8 LgCpGwthl r 32.99 -1.87 -10.8 95.5 MidCapEq 57.37 NA NA NA
AdvStrDivInA p 16.94 -0.50 -3.9 47.3 StkSlcACap n 63.51 -3.75 -8.5 72.6 CA TF C t 7.60 -0.05 -1.6 13.0 MidCapI 35.82 -2.78 -15.3 85.7 MtgBckd 11.22 NA NA NA Meridian Funds:
BalancA t 26.81 -1.20 -6.3 58.7 Idx2050 Premier 23.23 -1.03 -5.6 NS StratDivInc n 17.08 -0.50 -3.8 48.7 ShtDur 9.87 -0.01 -0.3 9.9 Growth n 42.68 -2.77 -10.7 50.8
Idx 2055 Premier 19.11 -0.84 -5.5 NS DynaTech C p 102.51 -8.64 -18.4 77.7 StrInc 8.84 0.00 -1.8 21.4 MdCpGwthA p 31.89 -2.47 -15.4 83.6 ShtDurBnd 10.97 NA NA NA
BioTech 23.01 -1.70 -15.3 21.5 StrDivIncI 17.02 -0.50 -3.8 48.4 Growth C t 116.76 -6.82 -11.5 70.2 MuniHighIncA t 5.09 -0.02 -1.2 14.3 SmCap 61.78 NA NA NA Value n 41.74 -3.19 -9.0 60.6
DivIntlA 27.31 -1.06 -7.5 53.7 IdxIncInsPre 12.40 -0.11 -2.1 19.4 TaxFrB nr 11.96 -0.06 -1.4 14.8 WorldBond 10.38 -0.01 -0.2 4.4 Metropolitan West:
Income n 11.66 -0.09 -1.7 20.5 Income C t 2.55 -0.06 -0.5 31.5 Hartford Funds Y: ScTechA p 61.74 -5.36 -13.4 88.1 SmCapGrw 20.73 NA NA NA
EqGrA p/r t 15.30 -0.96 -11.3 93.5 TotalBond n 10.88 -0.01 -1.5 17.4 RisDv C t 87.48 -3.46 -7.8 63.5 ScTechI r 74.55 -6.48 -13.4 89.2 TxAwEq 41.97 NA NA NA HiYldBdI 10.46 -0.08 NA NA
EqInA 31.50 -1.26 -0.4 45.7 Income K 11.64 -0.09 -1.7 20.7 TotalBond K6 10.10 0.00 -1.4 17.9 DiscpEq 46.44 -2.64 -7.5 71.9 IntmBdI 10.50 -0.01 NA NA
Fidelity Invest: FrankTemp/Franklin R: DivGthY 33.68 -1.47 -4.0 65.1 SmCapGrA t 13.47 -1.10 -14.2 38.4 USEquity 20.73 NA NA NA
FF2030A p 15.07 -0.45 -4.1 42.1 Trend n 147.86 -11.75 -14.0 96.4 FrkDynTchR6 133.27 -11.21 -18.4 83.6 SmCapGrI r 21.84 -1.78 -14.2 40.0 USLgCpCorPls 22.36 NA NA NA LowDurBdI 8.78 -0.01 NA NA
GrOppA 119.01 -11.84 -17.1 99.9 AdvSrsGroOpport 11.64 -1.16 -17.2 101.7 Utility n 27.33 -0.55 -2.2 26.8 GrwthOppY 51.04 -4.17 -13.9 79.7 TotRetBd n 10.72 0.00 NA NA
AggrInt n 25.42 -1.14 -10.5 54.7 FrkGrthOppR6 55.17 -4.24 -16.0 79.3 IntOppY 19.24 -0.71 -4.5 47.1 USRechEnhEq 34.58 NA NA NA
TotRetBdI 10.71 -0.01 NA NA
HiIncAdvA
IntCpApA p
LevCoStA p
12.30
26.56
50.47
-0.22
-1.20
-3.91
-2.8
-10.5
-10.3
30.3
53.3
66.8
AilSectEq
AMgr20% n
10.93
14.46
-0.70
-0.14
-8.2
-2.4
80.2
20.2
Value n
ValueDisc n
ValueK
14.04
37.39
14.06
-0.90
-1.45
-0.90
-4.4
-2.3
-4.4
68.5
53.0
69.2
FrkGrthR6
FrkIncR6
133.91
2.50
-7.80
-0.05
-11.4
0.0
75.8
35.0
MidCapY
Hartford HLS Fds IA:
38.29 -2.85 -10.8 47.8 J ValAdv
JPMorgan Inst Class:
39.85 NA NA NA
TRBdPlan
UnconstrBdI
10.05
11.59
0.00
-0.02
NA
NA
NA
NA
AMgr50% n 21.27 -0.52 -4.4 37.4 FrkRisDivR6 89.29 -3.52 -7.8 68.9 Balanced 33.86 -1.17 -4.5 49.8 ValAdv L 39.88 NA NA NA
NwInsghtA p 35.63 -2.68 -11.4 62.5 Wrldw n 32.24 -2.20 -10.3 69.5 FrkSmCpGrR6 22.66 -2.10 -14.6 44.8 Janus Henderson: JPMorgan R Class: MFS Funds:
SmllCapA p 28.05 -2.34 -12.5 63.2 AMgr70% n 27.29 -0.95 -5.5 47.3 Fidelity SAI: CapApp 50.31 -2.65 -7.3 58.8 Balanced C 42.41 -1.48 -6.3 45.1 IIE 32.44 -0.80 -3.0 52.3
AMgr85% n 24.93 -1.09 -6.6 55.2 FrkTotRtnR6 9.83 0.00 -1.6 14.4 DiscEqui 19.27 -1.11 -7.6 72.8 CoreBond 11.64 NA NA NA
StkSelMC p 38.62 -2.80 -9.1 48.8 FidSAIEmgMktIndx 15.70 -0.34 0.3 27.7 TempGlbBndR6 8.80 0.00 0.0 -9.8 Balanced S 42.96 -1.49 -6.2 47.4 CorePlusBd 8.30 NA NA NA MFS Funds Class A:
StrInA 12.31 -0.06 -1.5 18.4 AstMgr30R n 12.46 -0.18 -3.1 26.6 FidSAIIntlIndxFd 13.71 -0.45 -3.1 35.1 Div&Grwth 26.44 -1.18 -4.1 65.7 Balanced T n 43.06 -1.49 -6.2 48.6 AgGrAIA 29.09 -1.28 -6.8 55.7
Balanc n 28.49 -1.25 -6.2 60.5 FrankTemp/Mutual A&B: IntlOpp 19.95 -0.74 -4.5 47.4 HighYld r 7.20 NA NA NA
TotalBdA p 10.89 0.00 -1.5 16.4 IntlValIdx 9.56 -0.33 3.2 24.6 Beacn A 17.57 -0.76 -1.1 42.0 Contrarian T n 26.74 -1.93 -9.1 81.4 LimDurBd 10.06 NA NA NA CoEqyA 43.52 -2.61 -8.5 68.2
Fidelity Advisor C: BalancedK 28.49 -1.25 -6.2 60.9 LowDurationInc 9.99 0.00 0.0 NS MidCap 35.95 -2.68 -10.8 48.0 Enterprise Inst 92.30 -5.47 -8.2 61.3 GlEqA 55.58 -1.96 -5.3 56.3
BluCh n 156.64 -14.65 -14.7 110.2 Shares A 26.37 -1.23 -1.4 29.6 SmallCo 20.43 -1.99 -16.8 62.7 MtgBckd 11.21 NA NA NA
BalancC 26.54 -1.19 -6.3 55.1 Muni Inc 10.71 -0.05 -1.5 13.6 FrankTemp/Temp A: Enterprise T n 143.55 -8.61 -8.2 62.1 ShtDurBnd 10.97 NA NA NA GlTotA 18.18 -0.42 -1.5 33.6
GrOppC p 96.82 -9.65 -17.1 95.4 BluChpGr K6 23.76 -2.24 -14.7 115.6 SAIEmgMktLoVolIx 11.50 -0.12 0.4 NS SmCpGrwth 31.01 -2.59 -15.3 44.3 Forty A p 46.76 -3.49 -13.1 86.8 GrowthA 156.91 -10.67 -12.9 80.6
BluChpGrK 157.20 -14.70 -14.7 110.8 DvMk A p 22.26 -0.67 -0.7 32.0 Stock 107.94 -3.29 -5.2 66.3 SmCpEqR5 62.01 NA NA NA
NwInsghtC t 28.23 -2.13 -11.5 58.8 ShortTermBd 9.88 0.00 -0.4 NS Frgn A p 7.42 -0.30 3.1 15.3 TotRetBd 11.05 -0.01 -2.1 16.2 Forty S 44.11 -3.29 -13.1 85.9 SmCpVal 28.94 NA NA NA GvScA 9.92 0.01 -1.3 9.2
Fidelity Advisor Fun: CALmtTrmTFB n 10.66 -0.04 -1.0 6.0 TotalBd 10.28 0.00 -1.4 17.5 GlBond A p 8.84 -0.01 0.0 -10.8 GlbEqIncA 6.95 -0.21 0.1 31.6 USEqR5 20.78 NA NA NA IntlVA 48.67 -1.59 -8.1 47.7
BalFdZ 27.48 -1.22 -6.2 60.5 CAMun n 13.13 -0.06 -1.4 12.4 TxFreeBd 10.76 -0.06 -1.5 12.9 UltraShBd 9.99 0.00 -0.1 3.8 GlbResch T nr 94.96 -5.61 -7.3 58.9 IntNwDA 34.38 -0.96 -6.1 25.5
Canad nr 63.77 -2.03 -1.2 50.9 GlSmCo A p 10.25 -0.59 -7.2 39.9 Heartland Funds: USRechEnhEq 34.53 NA NA NA
InterDiscZ 49.25 -1.98 -6.5 54.5 U.S.TreBdIdx 9.90 0.02 -1.4 11.2 Growth A p 23.69 -1.10 -3.0 15.9 Val Inv n 43.86 -3.09 -5.5 41.9 GblResh Inst 66.07 -3.90 -7.3 59.6 JPMorgan R5 Class: LtdMA 5.99 0.00 -0.4 8.2
IntlGrwZ 19.40 -0.67 -7.8 58.6 CapAp n 39.62 -2.17 -10.2 81.3 USMomentumIdx 14.91 -1.12 -11.5 68.4 World A p 14.38 -0.78 -4.3 16.1 GlbSel T n 17.30 -0.75 -3.4 54.8 SR2020 R5 16.77 NA NA NA MCapA 25.96 -1.60 -16.0 64.9
Fidelity Advisor I: CapDevA p 18.61 -1.07 -1.8 61.8 USValueIndex 12.29 -0.70 -0.8 45.5 Hennessy Funds: GlLifeSci T nr 61.41 -2.83 -10.8 42.1 MCapValA 30.11 -1.84 -4.4 55.6
CapDevO n 19.49 -1.12 -1.8 63.4 FrankTemp/Temp Adv: FocInv 62.08 -3.81 -10.1 55.7 SR2030 R5 19.69 NA NA NA
BalancI 27.47 -1.22 -6.3 59.8 Fidelity Selects: Frng Adv 7.28 -0.29 3.1 16.2 JapanInst 43.59 -1.88 -8.6 28.7 GlTech T nr 46.11 -4.06 -14.5 104.3 SR2040 R5 22.14 NA NA NA MIGA 39.34 -1.57 -7.8 88.8
BiotechI 25.06 -1.85 -15.3 22.5 ChinaReg n 43.37 -0.86 -0.1 62.2 Banking nr 30.63 -2.84 2.9 49.0 GlBondAdv p 8.80 -0.01 0.0 -10.1 Grw&Inc T n 72.84 -3.17 -7.4 58.9 JPMorgan Select Cls: MITA 38.69 -1.75 -7.2 66.2
ConsvIncmMuni I 10.03 0.00 -0.1 2.8 CnvSc n 33.93 -1.73 -7.0 77.5 Biotech nr 15.61 -1.48 -19.3 17.2 Homestead Funds: MdCpVal T n 16.06 -0.95 -3.8 35.9 MuHiA 8.56 -0.04 -1.2 17.5
Contra n 16.65 -1.23 -11.2 76.3 Frost Family of Fund: ShtTmBd n 5.16 0.00 -0.5 7.6 SmCpGrL 21.72 NA NA NA
DivIntl 27.89 -1.08 -7.5 54.8 Broker nr 122.46 -7.62 -7.3 93.0 FrTRInst 10.22 NA NA NA Value n 51.82 -2.74 -4.6 55.7 Resh T n 59.43 -4.64 -12.6 76.2 MuInA 9.06 -0.04 -1.3 13.9
ContraK 16.70 -1.24 -11.3 76.7 Venture T n 82.86 -5.89 -13.6 46.3 MuLtdA 8.28 -0.02 -0.9 8.0
EqGrI
FAEmgMktI
FAIntDiscI r
17.59
33.91
49.32
-1.10
-0.61
-1.98
-11.2
0.5
-6.5
95.2
55.8
53.9
CorpBd n
CpInc nr
12.12
10.85
-0.03
-0.21
-2.4
-3.0
21.4
34.4
Chem nr
Comp nr
ConDis nr
17.33
102.71
62.01
-1.16
-7.49
-5.53
-7.6
-10.3
-13.9
43.3
115.3
63.8 G
Hotchkis and Wiley:
HiYldI 11.37 -0.10 -1.1 16.5 Jensen I :
Jensen I 61.66 -2.30 -8.6 74.6
L NewDA
ReInA
24.83
23.36
-1.98
-0.68
-15.5
-4.4
59.2
46.1
FAInvGrdI 8.24 0.00 -1.6 17.1 DisEq n 57.07 -3.94 -12.6 78.3 ConStap nr 98.13 -1.81 0.3 59.4 JensenQualGrJ n: Laudus Funds: ResBdA 10.93 -0.01 -1.6 16.0
FF2030
FF2040
15.18
16.75
-0.46
-0.74
-4.1
-5.3
43.2
53.4
DivGrowK
DivGth n
33.97
34.01
-1.64
-1.65
-7.2
-7.2
46.5
46.1
CstHou nr
DfAero nr
94.04
15.78
-6.74
-0.82
-12.9
-0.4
129.0
18.3
Gabelli Funds:
Asset pn 55.75 -2.75 -4.8 45.0
I JensenQualGrJ n 61.72
John Hancock:
-2.30 -8.6 73.4 USLgCpGr nr 26.39
Lazard Instl:
-1.98 NA NA RschA
TechA
55.64
57.08
-3.20
-4.56
-7.9
-13.2
66.4
79.8
FltRatel 9.50 0.00 0.5 14.1 DivIntl n 44.87 -1.74 -7.5 53.7 Energy nr 39.57 -1.78 12.0 13.9 GabelliAsstFdClI 55.56 -2.74 -4.8 46.1 IFP US Equity Fund: 500Index1 48.41 -2.91 -7.7 72.0 EmgMktEq 18.34 -0.29 1.2 17.4 TotRA 20.91 -0.63 -2.7 40.5
GrOppI 131.38 -13.06 -17.1 101.5 DivIntl K6 14.30 -0.53 -7.3 55.3 Envi&AltEngy nr 31.46 -1.96 -11.8 65.2 SmCapG n 43.70 -2.68 -7.7 47.5 IFP US EquityFd 20.75 -0.62 NA NA BondI 15.83 -0.03 -1.8 17.5 GlbLstInfr 16.09 -0.29 -2.5 32.8 UtilA 23.48 -0.30 -4.1 39.2
HiIncAdvI 11.49 -0.22 -2.9 31.4 DivIntlK r 44.77 -1.74 -7.5 54.2 FinSvc nr 13.04 -0.95 0.3 65.2 SmCpGrwI 45.63 -2.79 -7.7 48.6 INVESCO A Shares: BondR6 15.86 -0.03 -1.8 18.0 IntlEq 17.43 -0.62 -3.1 29.4 ValueA 51.74 -2.12 -4.8 50.4
HthCarI r 62.63 -3.37 -14.9 36.3 DivStkO n 31.86 -2.12 -9.0 77.7 Gold nr 25.55 0.50 -1.7 57.4 Util A p 7.79 -0.20 -4.7 23.9 AmValA 38.07 -2.67 -3.3 40.4 CapApprNAV 14.51 -1.30 -15.9 86.7 IntStrtEq r 15.81 -0.55 -3.4 30.2 MFS Funds Class C:
IntlGr 19.37 -0.66 -7.8 58.0 Emerg Asia nr 48.64 -1.88 -5.0 75.3 Health nr 27.51 -1.48 -14.9 43.2 GAMCO Funds: Invesco Fds Investor: ClassicVal I 40.33 -2.28 0.6 42.2 USEQ Concen Inst 18.24 -0.75 -7.4 59.3 GrowthC 118.49 -8.08 -12.9 76.5
IntlSmCp 31.70 -1.06 -2.5 41.3 EmrgMktK r 41.75 -1.48 -4.4 61.1 HlthCareSrvPt r nr 124.23 -5.49 -9.7 44.7 GwthAAA pn 85.54 -7.34 -14.3 84.3 DivrsDiv n 19.80 -0.86 -0.9 41.1 DispVal I 22.95 -1.37 -2.1 49.0 Legg Mason I: MFS Funds Class I:
LmtdTrmBdFd 11.57 -0.01 -0.8 9.0 EmrgMktsDebt 8.85 0.00 -2.2 9.2 ITSvs n 72.52 -4.81 -12.5 53.3 Gartmore Funds: GlHltCr pn 34.64 -1.67 -13.9 37.4 DispValMdCpR6 26.83 -1.64 -3.0 57.0 IntlGrTrI 63.61 -2.19 -7.9 49.8 BondI 14.31 -0.05 -2.5 21.9
MuniIncI r 10.66 -0.05 -1.2 10.6 EmrMkt nr 41.76 -1.47 -4.3 60.5 Leisr nr 16.03 -0.79 -8.2 61.0 NationwideInstSv 28.13 NA NA NA Tech n 50.34 -4.51 -16.1 74.6 DispValR6 23.00 -1.37 -2.1 49.5 OpporTrI 38.52 -4.02 -8.2 42.9 GrowthI 169.41 -11.52 -12.9 81.9
MuniIncome 13.34 -0.07 -1.5 14.2 Eq Inc n 67.98 -2.99 -3.2 54.1 Mat nr 100.88 -6.83 -7.7 53.5 Gateway: Invesco Funds A: IntlGrwI 32.58 -1.03 -6.5 55.0 Longleaf Partners: IntNwDI 35.55 -0.99 -6.1 26.5
NwInsghtI 36.97 -2.78 -11.4 63.7 EqDivIncm n 27.78 -1.11 -0.4 47.0 MdTchDevis n 70.60 -3.55 -15.1 67.4 GatewayA 39.05 -1.38 -4.1 23.4 500InxA p 46.33 -2.79 -7.7 70.8 MdCpIdxI 22.73 -1.65 -8.7 47.6 Intl n 17.12 -0.42 0.1 9.2 MCapI 27.88 -1.72 -16.0 66.2
REIncmInst 13.36 -0.17 -2.8 30.6 EqDivIncmK 27.77 -1.11 -0.3 47.4 Multimedia nr 82.29 -5.84 -9.4 74.0 GE Elfun/S&S: ActiveAllA 14.31 -0.55 -7.2 39.6 Science&TechI 31.91 -2.30 -12.8 87.7 Partners n 24.14 -1.49 -2.7 36.7 MCapValI 30.97 -1.89 -4.4 56.8
SmCapGrwI 26.80 -2.34 -15.7 57.5 EqIncK 67.92 -2.99 -3.2 54.5 Pharm n 22.08 -0.58 -6.9 47.0 Tax Ex n 11.30 -0.06 -1.3 12.1 AMTFrNY p 12.05 -0.07 -1.6 17.6 TotalStkMktIdxI 28.22 -1.83 -8.6 66.9 Sm-Cap n 25.15 -1.30 -4.4 23.1 MIGI 40.88 -1.63 -7.8 90.2
StrInI 12.49 -0.06 -1.5 19.2 Europ nr 37.07 -1.38 -4.2 42.3 Retail nr 19.64 -1.66 -14.9 69.9 Trusts n 74.21 -5.02 -6.9 83.0 BalancedRiskAllA 9.41 -0.10 -2.9 29.4 VolGrw1 12.56 -0.52 -5.4 21.4 Loomis Sayles Fds: MITI 37.23 -1.68 -7.2 67.4
Total Bd 10.87 0.00 -1.4 17.3 Fidel n 70.15 -4.51 -11.4 87.6 Semiconductors r nr 20.09 -2.78 -15.7 195.6 GMO Trust Class III: CapApprA p 59.64 -4.77 -14.1 79.0 John Hancock Class 1: LSBondI 13.35 -0.07 -2.0 12.2 ResBdI 10.93 -0.01 -1.7 16.4
Fidelity Advisor M: FltRateHi nr 9.51 0.00 0.6 14.2 Softwr nr 26.73 -1.34 -10.9 97.9 EmgCntryDt r 22.94 0.02 -3.0 13.5 Chart 17.75 -1.06 -8.0 59.1 BlueChipGrw 48.03 -4.06 -14.3 61.0 LSBondR pn 13.27 -0.08 -2.1 11.4 RschI 57.35 -3.30 -7.9 67.6
Balanced p 27.21 -1.22 -6.3 57.4 FocsdStk n 30.60 -2.57 -11.9 83.4 Tech nr 25.18 -2.11 -13.5 147.3 Quality 28.65 -1.60 -5.8 77.9 CmstA 29.61 -1.60 -0.1 51.9 CapAppr 14.41 -1.29 -15.8 86.7 LSCorBndA p 13.23 -0.02 -1.6 15.4 TotRI 20.91 -0.62 -2.7 41.6
EqGr p 14.81 -0.93 -11.3 92.2 FournOne n 57.94 -2.41 -5.4 52.4 UtilGr nr 100.86 -1.35 -4.0 38.8 GMO Trust Class IV: CoreBdA p 6.67 0.00 -1.7 15.4 LSAggr 15.87 -0.85 -6.0 53.6 LSStrIncA p 13.85 -0.10 -2.4 10.8 ValueI 52.06 -2.13 -4.8 51.5
EqIn p 32.55 -1.30 -0.4 44.7 GNMA n 11.42 -0.01 -1.3 7.2 Fidelity Series: EmgCntrDt 22.90 0.02 -3.0 13.7 CpBdA 7.42 -0.02 -2.3 24.4 LSBalncd 14.79 -0.48 -4.1 40.3 SmCpGI 27.18 -2.30 -15.1 46.4 Miller Convertible B:
GrOppM p 117.43 -11.69 -17.1 98.5 GovtInc n 10.46 0.01 -1.5 10.1 Canada 14.32 -0.49 -1.4 54.2 IntlEq 23.81 -0.77 -0.1 40.4 DevMkt 37.51 -0.57 -1.9 27.6 LSConserv 12.99 -0.15 -2.1 22.2 Lord Abbett A: MillerConvBndFd 13.70 -0.46 -3.8 33.1
NwInsghtM p 33.60 -2.53 -11.4 61.2 GroCo n 31.12 -2.81 -14.7 120.9 FASeriesEqGroFd 14.67 -0.92 -11.1 99.7 Quality 28.73 -1.60 -5.8 78.1 DevMktA 46.52 -1.29 -2.7 23.7 LSGwth 15.50 -0.67 -5.1 47.5 Affiltd p 17.50 -0.81 -5.8 38.7 Mondrian:
SmllCapM p 24.96 -2.08 -12.5 62.1 GroInc n 51.13 -2.69 -1.4 62.4 HthCarZ 62.69 -3.37 -14.9 36.8 GMO Trust Class VI: DiscFdA p 84.67 -8.05 -18.7 76.5 LSModer 13.53 -0.28 -3.0 31.3 BdDeb p 8.15 -0.09 -2.5 19.9 IntlValEq n 14.91 -0.39 NA NA
StkSelMC 39.02 -2.83 -9.1 47.8 GrowCoK 31.24 -2.82 -14.6 121.5 IntMuni Z 10.67 -0.04 -1.1 11.0 EmgMkts r 33.40 -1.01 -1.2 23.3 DisMdCpGrA 24.77 -1.88 -18.1 76.7 RetCho2015 11.10 -0.08 -1.9 17.6 CalibrDivGr 18.98 -0.88 -8.4 60.9 Morgan Stanley Fds A:
StrInM p 12.30 -0.06 -1.6 18.3 GrStrt nr 52.73 -4.11 -17.0 65.7 STCrFd 9.97 -0.01 -0.4 8.5 Quality 28.65 -1.60 -5.8 78.4 DivIncm p 25.41 -1.05 -0.6 34.9 RetCho2025 11.81 -0.13 -2.5 26.8 CoreFxdInc p 10.88 0.00 -1.5 13.7 InsightA p 47.98 -6.04 -27.2 76.6
Fidelity Advisor Z: GwthDiscovery n 49.51 -3.10 -11.2 94.6 FidelityAdviAsset: Goldman Sachs A: DivrsDiv p 19.81 -0.86 -0.8 40.7 RetCho2030 13.10 -0.28 -3.7 34.8 DevGt p 20.79 -2.34 -21.6 53.5 Morgan Stanley Fds I:
AdvIntlSmCpZ 31.66 -1.05 -2.5 41.8 HighInc nr 8.54 -0.07 -1.5 15.5 ADVAssetMan60 15.36 -0.46 -5.0 42.8 CapGr 29.73 NA NA NA EqIncA 11.13 -0.44 -1.9 43.8 RetCho2035 14.08 -0.42 -4.5 41.2 FloatRt p 8.43 -0.01 0.5 9.5 FxInOpp I 5.66 0.00 -0.5 13.6
AssetManager50% 21.21 -0.52 -4.4 37.7 IntBd n 10.90 0.00 -1.0 12.3 First Eagle Funds: HYMuni p 10.53 -0.05 -1.4 20.1 EqInvA 14.87 -0.65 -7.7 43.6 RetCho2040R4 14.63 -0.52 -5.1 44.7 FundlEq p 13.18 -0.76 -4.7 44.9 Insight I 55.70 -7.01 -27.2 78.0
AssetMngr85 24.79 -1.08 -6.6 55.6 IntlCapiApp K6 14.68 -0.66 -10.5 56.3 GlbA 64.04 -1.80 NA NA Muni 16.56 -0.07 -1.2 12.3 EqWtdA p 74.04 -4.10 -5.9 62.2 RetCho2045 15.00 -0.59 -5.4 46.7 GrOppty p 21.51 -1.51 -17.1 57.0 Morgan Stanley Inst:
AsstMngr70 27.24 -0.96 -5.5 47.6 IntlDisc n 49.50 -1.99 -6.5 54.0 Gold p 22.62 0.31 NA NA Goldman Sachs Inst: FltgRate p 7.32 0.00 0.5 13.5 RetCho2050R4 13.42 -0.55 -5.5 47.4 HiYldA t 7.35 -0.06 -1.7 20.7 CapGrI 55.30 -6.62 -25.6 79.5
CorporateBond 12.12 -0.03 -2.3 21.9 IntlEnhIdx n 10.88 -0.36 -2.3 31.0 OverseasA 25.23 -0.42 NA NA CoreFix 10.68 0.00 -1.7 16.2 GblAllocA 19.87 -0.55 -4.9 35.0 RetLiv2025 10.65 -0.30 -3.9 41.9 HYMuniBd p 12.76 -0.09 -1.6 20.5 CapGrP p 50.52 -6.05 -25.6 78.1
EmMkt Z 33.81 -0.61 0.5 56.4 IntlGrRet n 19.42 -0.67 -7.8 58.0 US Val A t 20.03 -0.76 NA NA EmgMktEq 28.63 NA NA NA GblStrIncmA p 3.55 -0.01 -0.7 7.0 RetLiv2030 11.27 -0.39 -4.6 46.1 IncomeA p 2.88 0.00 -1.6 20.4 CorPlusFxdIncI 11.22 -0.01 -1.6 16.4
FloatRateHighInc 9.50 -0.01 0.5 14.3 IntlScOpps nr 23.62 -1.01 -11.0 55.4 US Val I r 20.46 -0.77 NA NA EnhInc 9.47 -0.01 -0.3 5.6 GlbOppA p 63.50 -5.21 -14.4 37.7 RetLiv2035 11.81 -0.48 -5.2 49.6 IntrTxFr 11.18 -0.06 -1.4 12.3 Discovery I 20.52 -2.49 -27.3 95.1
GovtIncome 10.48 0.01 -1.4 10.3 IntlSmCap nr 31.49 -1.04 -2.5 41.3 FMI Funds: Gr 32.70 NA NA NA Glcoreeq p 15.04 -0.54 -6.1 42.1 RetLiv2040 12.15 -0.57 -5.7 52.5 MidCapStk 32.19 -2.10 -6.3 40.5 DiscoveryA p p 13.99 -1.70 -27.3 93.6
GrOpp 132.93 -13.21 -17.1 102.2 IntMu n 10.64 -0.05 -1.2 10.7 IntlInvst n 34.52 -1.38 -3.0 22.8 HYMuni 10.53 -0.06 -1.4 21.2 GlGr 27.97 -1.51 -10.2 40.1 RetLiv2045 12.00 -0.62 -6.1 53.3 MultiAstBalOppty 11.43 -0.49 -5.8 41.1 GloFranI t 34.67 -0.64 -6.3 62.7
HighIncome 8.54 -0.07 -1.5 15.7 InvGB n 8.23 0.00 -1.6 17.3 LgCapInvst n 18.67 -1.14 -5.0 45.4 Int 14.21 NA NA NA GlHltCr 34.63 -1.67 -13.9 37.4 John Hancock Funds A: MultiAstInc 16.36 -0.48 -4.2 30.2 InceptionP A p 9.99 -1.19 -24.3 124.7
IntCpAp 28.53 -1.29 -10.5 55.0 InvGrBd 11.43 0.00 -1.5 18.1 FPA Funds: Muni 16.55 -0.08 -1.2 13.5 GrIncA 23.97 -1.38 -1.9 48.5 BalA 25.73 -0.88 -5.2 45.8 ShDurTxFr 15.68 -0.05 -0.8 5.4 InceptionPort I 14.96 -1.77 -24.3 126.7
InvestGradeBd 8.24 0.00 -1.6 17.5 LargeCap n 41.34 -2.37 -1.8 63.8 FPACres n 36.29 -1.20 -1.9 42.9 ShDuTF 10.69 -0.03 -0.7 5.4 GrowAlloc p 15.66 -0.59 -7.1 35.0 BondA p 15.83 -0.03 -1.8 16.6 ShtDurIncmA p 4.14 0.00 -0.4 8.9 IntlEqI 15.13 -0.28 -0.6 33.9
60 BARRON’S January 24, 2022

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.
MorganStanleyPathway: Northern Funds: LgCpVal 20.27 -0.93 -4.0 50.5 AllAsset 12.56 -0.19 NA NA ComPLUSStrtgyFd 8.36 0.16 NA NA HiYield n 6.53 -0.04 -1.4 20.5 USTInter n 5.86 0.01 -1.6 10.3 GrOpp R6 55.11 -3.80 -12.3 91.5
CoreFxIcm n 8.07 -0.01 -1.8 14.8 ActMIntlEq nr 12.28 NA NA NA SmCpGrwth 13.95 -1.19 -15.4 69.8 AllAssetAuth r 8.10 -0.10 NA NA EmgMkBd 9.94 0.01 -2.6 13.3 InstEmMEq 43.21 -0.82 0.0 23.6 VABond n 12.35 -0.05 -1.1 13.3 Putnam Funds Class A:
LgCapEq n 23.44 -1.42 -8.4 62.0 BdIdx n 10.53 0.00 -1.8 12.7 SmCpVal 15.65 -1.06 -4.4 42.4 CommodtyRR 6.70 NA NA NA HiYldMuniBd 9.68 -0.04 -1.1 21.6 InstFLRfd r 9.78 0.00 0.5 14.6 Value n 45.08 -2.05 -5.7 61.3 CATx p 8.03 -0.04 -1.4 14.2
Sm-MdCapEq nr 18.10 -1.19 -9.0 50.4 EmMktsEqIdx nr 13.18 -0.26 0.3 27.0 Osterweis Strat Income: DivInc 10.82 -0.04 -2.0 15.5 Income 11.81 -0.04 NA NA InstHiYld 8.67 -0.06 -1.6 20.9 Price Funds - Adv Cl: ConvSec 24.27 -1.05 -8.4 62.2
Munder Funds: FixIn n 10.36 -0.02 -1.9 16.1 OsterweisStrInc n 11.42 -0.07 -0.7 17.8 EmMktsBd 9.94 0.01 -2.6 13.6 IntlBdUSH 10.71 -0.01 -0.2 10.8 LgCapGow I 63.33 -5.06 -13.9 75.9 BlChip p 148.44 -12.67 -14.5 61.2 DvrIn p 6.17 -0.02 0.8 2.0
MndrIntlSmCpInv r 15.80 -0.64 -6.2 45.5 GlbREIdx nr 11.47 -0.32 -5.1 23.8 EmrgMktCur&STInv 7.86 -0.01 0.4 4.6 InvstGrCrBd 10.45 -0.01 NA NA InstLCCoreGr 60.27 -5.13 -14.5 63.0 CapAppA p 34.64 -1.07 -5.1 56.2 DynAABalA 15.98 -0.57 -5.0 35.5
Munder Funds Cl Y:
MndrSCVClY p 38.20 -3.07 -5.1 43.1
HiYFxInc n
HiYMuni n
6.66
8.97
-0.05
-0.05
-1.3
-1.5
22.8
17.4 PQ ExtdDur
GlblBdOppUSH
6.24
10.36
0.09
-0.02
NA
-0.2
NA
12.7
LowDurInc
LwDur
8.57
9.75
-0.02
0.00
-0.4
-0.5
12.6
6.1
LgCpVal
InstSmCap
27.47
28.96
-1.28
-2.01
-1.1
-11.8
52.8
57.5
Growth p
R2020A p
87.40
21.11
-7.60
-0.55
-15.3
-4.0
66.6
36.6
DynAAGthA 18.04
PutLargCap p 30.12
-0.81
-1.48
-5.8
-3.3
43.0
57.3
Mutual Series: IntlEqIdx nr 14.06 -0.44 -2.9 34.6 HiYld 8.84 -0.08 -1.9 19.0 MuniBd 10.36 -0.05 -1.2 15.6 IntDis n 76.51 -3.28 -9.1 60.1 R2030A p 27.64 -0.99 -5.2 44.3 PutFocIntEq p 15.20 -0.60 -2.3 40.2
BeacnZ n 17.78 -0.76 -1.0 43.2 IntTxExpt n 10.66 -0.05 -1.3 10.4 PACE Funds Cl P: HiYldMuniBd 9.68 -0.04 -1.1 22.0 RealRtn 11.96 -0.02 NA NA IntEqIdx nr 15.84 -0.54 -3.1 34.8 R2035 21.37 -0.88 -5.8 47.5 GeorgePutBal 22.39 -0.80 -5.5 47.1
GlbDiscA 31.31 -1.20 1.6 35.4 MidCpIdx n 21.52 -1.56 -8.7 48.9 IntlEqty P 17.46 -0.63 -1.7 38.8 IntlBdUnhedged r 9.57 -0.03 -0.1 10.4 ShtTm 9.77 -0.01 0.0 4.8 IntlStk n 19.34 -0.51 -2.7 36.6 R2040A p 30.34 -1.40 -6.3 50.4 GlbHlthCare p 58.38 -1.92 -8.0 56.4
GlbDiscz n 32.10 -1.24 1.6 36.4 ShIntTaxFr n 10.22 -0.03 -0.7 6.4 LgGrEqty P 23.90 NA NA NA IntlBdUSH 10.71 -0.01 -0.2 11.1 TotRt 10.09 0.00 NA NA IP Bond n 12.79 0.01 -2.4 23.8 Ret2045-A p 21.31 -1.03 -6.6 52.3 GrOpp p 51.39 -3.55 -12.3 89.4
QuestA t 14.52 -0.31 2.1 18.7 SmCapIdx n 13.79 -1.21 -11.4 38.3 LgVEqty P 21.56 -1.01 -1.9 38.2 InvGrdCrBd 10.45 -0.01 NA NA PIMCO Funds Instl: Japan n 15.54 -0.54 -8.7 31.1 Ret2050-A p 17.97 -0.89 -6.6 52.3 HiYld A p 5.84 -0.07 -1.5 19.7
QuestZ n 14.77 -0.31 2.1 19.7 SmCpVal n 20.27 NA NA NA StraFxd P 13.63 -0.03 -1.6 17.3 LgTmRlRt 6.85 0.02 -6.8 48.9 ComPLUSStrtgyFd 8.45 0.16 NA NA MCapVal n 32.96 -1.87 -2.0 51.1 Price Funds - R Cl: Incm p 6.67 0.01 -0.4 13.6
SharesZ n 26.72 -1.24 -1.4 30.6 StkIdx n 48.21 -2.90 -7.7 72.9 Pacific Life Funds: LgTrmCrdtBd 11.99 -0.01 NA NA DynamicBd 10.58 -0.02 -0.4 9.7 MCEqGr 64.61 -3.83 -12.6 54.7 BlChipR p 140.88 -12.04 -14.6 59.9 IntlEq p 24.36 -0.83 -3.8 38.8
TxExpt n 10.83 -0.05 -1.3 12.8 PortOptModAggClA p 14.69 NA NA NA LngDurTotRtrn 9.90 0.03 -3.1 33.3 GNMAGvtSec 10.98 -0.03 NA NA MD Bond n 11.04 -0.04 -1.1 13.0 ExtIndex nr 31.73 -2.59 -12.3 49.8 NYTx p 8.74 -0.05 -1.5 12.5
PortOptModClA r 13.70 NA NA NA
N Nuveen Cl A:
AAMunBd p 12.05 -0.08 -1.8 16.8 Palmer Square:
Income Plus 10.03 0.00 0.0 9.3
LowDur
LowDurInc r
ModDur
9.75
8.57
10.24
0.00
-0.02
0.00
-0.5
-0.4
NA
6.4
12.9
NA
IncomeFd 11.81
InflRespMulAsset 8.93
-0.04 NA NA
-0.01 NA NA
MidCap n
N Asia n
N Inc n
102.89
20.77
9.46
-5.94
-0.42
0.01
-12.3
-1.2
-1.6
53.6
45.6
12.9
GrowthR p
R2020R p
83.50
20.83
-7.26
-0.54
-15.3
-4.1
65.3
35.6
ShtDurBd
SmCapGr p
10.08
55.72
-0.01
-4.90
-0.4
-17.7
7.6
75.4
CAMunBd p 11.42 -0.07 -1.6 13.1 Pioneer Funds A: R2030R p 27.32 -0.98 -5.2 43.3 StDurInc 10.06 0.00 0.0 4.0
Nationwide Fds R6: HiYldMuBd p 18.20 -0.09 -1.3 24.3 Parnassus Fds: MortgOppBd 10.74 -0.01 -0.5 12.3 AMTFreeMuniA p p 15.32 -0.09 -1.9 16.3 NAmer n 61.57 -3.89 -9.8 97.1 R2040R p 30.04 -1.39 -6.4 49.2 SustainLdrsFd p 111.94 -6.39 -9.6 81.4
IntIdxR6 8.90 NA NA NA IntDMunBd p 9.50 -0.04 -1.2 11.7 ParnEqFd n 59.11 -2.78 -6.8 79.3 MuniBd 10.36 -0.05 -1.2 15.9 BondA 9.57 0.00 -1.4 16.6 New Era n 40.15 -1.45 0.2 32.0 Ret2025-R p 18.24 -0.55 -4.6 39.6 TFHY 12.84 -0.07 -1.3 18.1
Nationwide Fds Serv: LtdMnBd p 11.27 -0.03 -0.7 8.3 Parnsus n 53.88 -4.20 -16.3 41.1 RAEFndmtlAdvPLUS 8.66 NA NA NA CoreEqA 22.17 -1.32 -5.2 75.9 NHoriz n 62.33 -3.98 -18.9 77.9 Ret2035-R 21.05 -0.87 -5.8 46.5 TxEx p 8.57 -0.04 -1.3 13.5
IDAggr p 10.00 NA NA NA Nuveen Cl I: Pax World Fds: RAEPLUS r 6.91 NA NA NA OverS SF nr 12.99 -0.51 -2.1 39.4 MtgSec p 11.57 0.06 1.6 7.3
IDModAggr p 10.16 NA NA NA SustAll Inv n 27.59 -0.84 -4.8 48.4 RealRtnI 11.96 -0.02 NA NA DiscGrA 15.65 -0.92 -9.5 92.7 QMUSSmCpGrEq n 39.96 -3.11 -13.8 45.1 Ret2050-R 17.76 -0.87 -6.7 51.2
HYMunBd 18.20 -0.09 -1.3 25.0 EqIncA 39.29 -2.14 -3.9 41.4 PRIMECAP Odyssey Fds: Putnam Funds Class Y:
Natixis Funds: Nuveen Cl R: Paydenfunds: RERRStg 8.43 -0.35 -8.9 64.8 SpectConsAllo n 20.61 -0.40 -3.5 28.9 GrOpp Y 54.59 -3.76 -12.3 90.8
InvGradeBdA p 11.05 -0.03 -1.5 16.7 HiInc n 6.78 -0.05 -1.3 26.6 ShortT 9.77 -0.01 0.0 5.1 HighIncMuniA 7.43 -0.03 -1.3 15.5 SpectModerAllo n 25.47 -0.77 -4.8 37.8 AggGrowth nr 46.26 -4.07 -12.3 39.1
CAMunBd 11.44 -0.06 -1.6 13.8 MdCapVa 25.27 -1.54 -4.0 48.3 Growth nr 40.98 -2.67 -7.1 47.2 Incm 6.80 0.00 -0.5 14.2
InvGradeBdY 11.06 -0.03 -1.4 19.7 IntDMunBd 9.53 -0.04 -1.1 12.3 LowDur n 10.01 -0.01 -0.3 7.1 ShtAssetInv 9.95 -0.01 -0.1 3.5 SpectModerGwAllo n 39.92 -1.66 -6.1 45.9 PutLargCap 30.13 -1.47 -3.3 58.4
LSGrowthY 23.93 -1.67 -8.7 75.7 LtdMat n 9.49 0.00 -0.1 5.2 StcksPLUSIntlHdg r 8.93 NA NA NA PioFdA 35.48 -1.85 -6.1 85.1 R2005 n 13.23 -0.27 -3.4 30.1 Stock nr 37.89 -2.38 -5.6 55.0
LmtTrmR 11.22 -0.04 -0.8 8.8 SelMCGrA 44.31 -3.35 -16.0 52.0 Principal Investors: ShtDurBd 10.09 -0.02 -0.4 8.3
USEqOppsA 40.50 -2.84 -6.1 69.4 NYMunBd 11.16 -0.06 -1.4 13.6 Pear Tree: StcksPLUSSmall 9.37 -0.83 -11.8 38.3 R2010 n 16.90 -0.38 -3.6 32.3 StDurInc 10.07 0.00 0.0 4.3
Neuberger Berman Fds: ForeignVal I r 24.12 -0.77 0.8 24.6 StkPlsLgDur 7.20 NA NA NA StratIncA p p 10.64 -0.02 -1.0 18.9 R2015 n 14.15 -0.34 -3.7 34.7 CapApprA p 58.80 -3.33 -8.6 71.7
Nuveen Fds: Pioneer Funds Y: ConBalA p 12.69 -0.30 -3.9 28.4
EmgMktInst 21.92 -0.50 -1.3 21.8 PearValR6 12.20 -0.38 0.8 24.9
EqIncInst
GenesInst
14.09
65.85
-0.56
-4.43
-3.2
-11.9
40.4
55.6
RealEst 20.99 -0.84 -8.1 44.5
PearValSCapInst
Perm Port Funds:
16.53 -0.37 -1.5 40.3
StksPLS
StPlTRInst r
12.00
11.04
-0.73
-0.67
-7.9
-8.0
73.5
73.7 AMTFreeMuniY 15.26
BondY 9.47
-0.09
-0.01
-1.9
-1.4
16.9
17.9
R2020 n
R2025 n
21.32
18.64
-0.55
-0.56
-4.0
-4.5
37.7
41.7 EqIncIA p
FlIncA p
39.52
12.60
-1.68
-0.19
-3.9
-2.8
51.1
22.1 R
HiIncBdInst 8.58
IntrinsicValInst 21.43
-0.07
-1.58
-1.4
-7.3
20.5
66.3
O Permanent n
PGIM Funds Cl A:
48.35 -1.10 -3.1 43.5
TotRetESG
TotRt
TRII
9.13
10.09
9.45
-0.02
0.00
0.00
-1.6
NA
-1.5
15.5
NA
14.0
PionFdY
SelMCGrY
36.19
50.15
-1.89
-3.79
-6.1
-16.0
86.8
53.1
R2030 n
R2035 n
R2040 n
27.96
21.51
30.69
-1.00
-0.89
-1.41
-5.2
-5.8
-6.3
45.4
48.7
51.5
HiYld IN
InfPro IN
9.24
9.06
-0.05
0.00
-1.3
-2.4
17.8
22.6
RBB Fund:
BPSmVal2Inst 29.18 -2.07 -4.4 41.7
LCVal Inst 44.21 -1.99 -0.1 73.5 Oak Associates Funds: Balanced 16.82 -0.57 -4.3 36.2 TrndsMgdFutStrgy 11.60 NA NA NA StratIncY p p 10.64 -0.02 -0.9 20.0 RealEst n 18.61 -0.75 -7.7 37.8 LgCpStA p 22.40 -1.35 -7.7 71.1 RBC Funds:
LgShInst 17.32 -0.18 -3.2 37.5 RedOakTec n 38.32 -3.17 NA NA HighYield 5.39 -0.05 NA NA PIMCO Funds: Price Funds: Ret2025A p 18.51 -0.56 -4.5 40.6 LgIndxI 22.39 -1.35 -7.7 72.5 AccCpCommInvI 8.72 0.00 NA NA
MidCapGroR6 16.22 -1.28 -15.7 62.9 Oakmark Funds Invest: JennBlend 21.84 -1.69 -10.9 62.7 StcksPLUSIntlHdg 8.81 NA NA NA 2050RetFd n 18.19 -0.90 -6.7 53.5 Ret2045 n 21.50 -1.04 -6.6 53.4 LgIndxJ tn 22.10 -1.33 -7.7 71.5 RiverNorth Funds:
NeubCrBdInst 10.38 -0.01 -1.7 16.2 EqtyInc nr 33.56 -1.43 -2.1 44.7 JennGrowth 50.06 -4.49 -15.9 85.2 TotRet 10.09 0.00 NA NA Balnanced n 26.84 -0.91 -4.8 43.0 Ret2045R 20.99 -1.02 -6.6 51.1 LT2020 In 13.85 -0.35 -3.9 34.7 RNDLIncomeI 10.30 NA NA NA
REInst 17.48 -0.60 -9.0 60.0 GlbSel nr 22.06 -1.18 -3.0 53.8 JennHealthSci 32.76 -1.69 NA NA PIMCO Funds A: BdEnhIdx nr 11.16 0.00 -1.6 14.0 Ret2055 n 18.83 -0.93 -6.6 53.3 LT2020J tn 13.76 -0.34 -3.9 34.1 Royce Funds:
StrIncInst 10.98 -0.04 -1.0 19.0 Global n 34.25 -1.96 -1.3 50.7 JennMidCapGrowth 14.07 -1.01 -15.7 69.5 AllAsset 12.56 -0.20 NA NA BlChip n 151.98 -12.97 -14.5 62.5 Ret2055 18.65 -0.92 -6.7 52.2 LT2030In 15.33 -0.53 -5.1 43.0 Oppty I nr 15.31 -1.45 -8.7 72.3
SustainableEqIns 43.83 -2.21 -6.8 63.7 IntlSmCp nr 19.51 -0.67 -1.5 49.6 JennSmallCompany p 19.26 -1.44 -11.8 69.4 HiYld 8.84 -0.08 -1.9 17.7 CA Bond n 11.74 -0.06 -1.2 13.3 RetBal Inc n 14.66 -0.29 -3.3 31.3 LT2030J tn 15.27 -0.53 -5.2 42.3 PAMut I nr 8.72 -0.70 -9.6 46.2
Neuberger Berman Inv: Oakmark n 115.37 -7.28 -3.2 68.8 JennUtility 15.26 -0.28 NA NA HiYldMuniBd 9.68 -0.04 -1.1 20.9 Communica&Tech n 153.88 -12.35 -15.7 76.1 SciTec n 39.45 -2.03 -9.1 84.9 LT2040I 16.72 -0.75 -6.2 48.1 PremierI nr 11.88 -0.69 -8.4 46.4
Focus n 25.23 -1.33 -15.4 51.1 OakmrkInt n 28.53 -1.26 1.6 34.0 NationalMuni 14.95 -0.08 -1.4 11.1 IncomeFd 11.81 -0.04 NA NA DivGro n 69.20 -2.64 -6.6 67.0 Sht-Bd n 4.76 0.00 -0.4 8.3 LT2040J tn 16.53 -0.74 -6.2 47.4 SpecEqI nr 17.90 -1.06 -6.2 31.3
Genes n 65.80 -4.44 -11.9 54.8 Select n 61.40 -4.32 -4.4 61.2 ShrtTermCorpBond 11.02 -0.02 -1.0 10.0 IntlBdUSH 10.71 -0.01 -0.2 9.8 DvsfMCGr n 39.96 -2.73 -15.6 60.8 SmCap n 56.46 -4.24 -8.6 49.5 LT2050I 17.36 -0.90 -6.9 51.1 TotRet I nr 8.37 -0.56 -4.7 42.1
Guard n 24.34 -1.09 -9.8 98.5 Oberweis Funds: TotalReturnBond p 14.23 0.00 NA NA InvstGrCrBd 10.45 -0.01 NA NA EmgMktB n 10.44 0.00 -3.2 5.9 SmCapStk n 61.43 -4.28 -11.9 57.6 MdGrIII Inst 12.06 -0.82 -15.1 67.9 RS Funds:
IntlEqInst r 14.27 -0.55 -5.4 48.3 IntlOppInst 11.63 -0.54 -11.3 68.3 PGIM Funds Cl C: LowDurA 9.75 0.00 -0.5 5.5 EmMktS n 45.25 -0.86 -0.1 23.5 SpecGr n 25.43 -1.35 -7.3 57.2 MidCpBldA 35.43 -1.99 -12.3 72.7 CoreEqVIP 53.30 -2.37 -1.9 46.2
LCVal n 44.27 -2.00 -0.1 72.6 Old Westbury Fds: TotalReturnBond 14.21 0.00 NA NA LowDurInc 8.57 -0.02 -0.4 11.6 EqInc n 35.80 -1.70 -0.5 50.8 SpecInc n 12.68 -0.08 -1.1 18.0 PreSecI 10.25 -0.03 -0.8 22.2 InvQBdVIP 12.33 -0.05 -1.8 15.1
MdCpGrInv n 16.19 -1.28 -15.7 61.5 AlCpCore n 23.74 -1.19 -9.3 75.7 PGIM Funds Cl Z: MuniBdA 10.36 -0.05 -1.2 14.8 EqIndex n 115.70 -6.95 -7.7 72.6 SpecIntl n 15.72 -0.46 -2.5 37.7 PtrLGI In 18.99 -1.39 -14.5 76.8 Russell Funds S:
Neuberger Berman Tr: FixInc pn 11.05 0.00 -1.1 9.4 GlobalRealEstate 23.02 -0.72 -6.5 34.0 RealRtnA 11.96 -0.02 NA NA Europe n 25.41 -0.82 -6.1 47.0 SuMuInc n 12.35 -0.06 -1.3 14.4 PtrLV In 18.97 -1.01 -3.4 48.5 EmerMkts 19.09 NA NA NA
Genes n 65.68 -4.42 -11.9 54.4 LrgCpStr n 17.23 -0.98 -8.5 46.6 HighYield 5.40 -0.05 NA NA ShtTmA 9.77 -0.01 0.0 4.4 FinSvcs n 36.11 -2.30 0.4 74.1 SuMuInt n 12.16 -0.05 -1.2 10.9 RealEstSecI 32.08 -1.30 -8.1 53.3 IntlDvMkt 42.50 NA NA NA
GenesisFdR6 65.84 -4.43 -11.9 56.0 MuniBd pn 12.08 -0.05 -1.1 7.0 JennGrowth 56.31 -5.05 -15.9 86.9 StksPLSTR 10.70 -0.65 -8.0 71.5 GlbGr n 38.64 -2.00 -10.8 72.2 TaxEfEqty nr 52.49 -3.91 -13.8 79.0 SAMBalA p 16.60 -0.56 -5.0 36.9 InvGrdBd 21.26 NA NA NA
New Covenant Funds: OWstbryNYMuBndFdn 10.29 -0.04 -1.2 6.7 JennHealthSci 39.93 -2.06 NA NA TotRetA 10.09 0.00 NA NA GlbStk n 58.15 -3.52 -8.4 89.4 TF Incom n 12.53 -0.04 -1.0 18.1 SAMGrA p 19.46 -0.87 -6.3 45.0 StratBd 10.69 NA NA NA
Growth n 56.64 -3.56 -8.1 68.0 Sm&MdCapStrategi n 16.41 -0.87 -9.1 36.6 JennMidCapGrowth 19.23 -1.38 -15.7 71.2 PIMCO Funds C: GlbTech n 18.21 -1.72 -21.9 84.5 TF Incom n 10.33 -0.05 -1.3 13.8 SmCpBldIN 26.61 -2.23 -12.1 48.9 TaxExBd 23.69 NA NA NA
Nicholas Group: Optimum Funds Inst: TotalReturnBond 14.18 0.00 NA NA IncomeFd 11.81 -0.04 NA NA GMS-fd n 11.37 0.00 -1.4 17.2 TFSI n 5.64 -0.02 -0.8 6.1 StrGrw A p 21.37 -1.14 -7.4 52.0 TMUSMdSmCp 38.02 NA NA NA
Nch II I 31.51 -1.56 -9.8 59.8 Fixed Inc 9.45 -0.01 -1.7 14.1 PIMCO Fds Admin: PIMCO Funds I2: GNMA n 9.07 -0.02 -1.3 5.7 TotIndex n 47.44 -3.01 -8.4 67.9 ProFunds Inv Class: TxMngUSLgCp 66.54 NA NA NA
NchLt I 29.90 -1.85 -11.6 53.8 Intl Eqty 12.98 -0.44 -5.6 28.3 TotRtAd p 10.09 0.00 NA NA All Asset 12.59 -0.19 NA NA Growth n 90.05 -7.83 -15.3 67.9 U.S.EqResch n 41.82 -2.50 -7.5 75.6 UltNASDAQ-100 n 78.49 -13.45 -22.2 250.9 USSmCpEq 27.66 NA NA NA
Nich n 78.48 -4.16 -9.2 70.4 LgCpGrwth 22.06 -1.72 -13.5 65.5 PIMCO Fds Instl: CommdtyRR 6.66 NA NA NA HelSci n 89.41 -4.85 -14.1 49.0 USLrgCpCore n 33.18 -1.60 -7.4 64.7 Putnam Funds: Rydex Dynamic Fds:

CONFERENCE CALL CALENDAR

Earnings - Related
Company Date Time Earnings-Related Period Kimberly-Clark January 26 10:00AM Q4
KLA January 27 5:00PM Q2
A O Smith January 27 10:00AM Q4
Lam Research January 26 5:00PM Q2
Abbott Laboratories January 26 9:00AM Q4
Las Vegas Sands January 26 4:30PM Q4
Alaska Air Group January 27 11:30AM Q4
Lockheed Martin January 25 11:00AM Q4
Altria Group January 27 9:00AM Q4
Marketaxess Holdings January 26 10:00AM Q4
American Express January 25 8:30AM Q4
Marsh & McLennan Companies January 27 8:30AM Q4
Ameriprise Financial January 27 9:00AM Q4
Mastercard January 27 9:00AM Q4
Amphenol January 26 1:00PM Q4
McCormick & Company January 27 8:00AM Q4
Anthem January 26 8:30AM Q4
Mcdonald's January 27 8:30AM Q4
Apple January 27 5:00PM Q1
Mondelez International January 27 5:00PM Q4
Archer-Daniels-Midland January 25 9:00AM Q4
MSCI January 27 11:00AM Q4
Arthur J Gallagher & Co January 27 5:15PM Q4
Nasdaq January 26 8:00AM Q4
AT&T January 26 8:30AM Q4
Nextera Energy January 25 9:00AM Q4
Automatic Data Processing January 26 8:30AM Q2
Norfolk Southern January 26 8:45AM Q4
Ball January 27 11:00AM Q4
Northrop Grumman January 27 9:00AM Q4
Boeing January 26 10:30AM Q4
Nucor January 27 2:00PM Q4
Boston Properties January 26 10:00AM Q4
Paccar January 25 12:00PM Q4
Brown & Brown January 25 8:00AM Q4
Packaging Corp of America January 27 9:00AM Q4
Capital One Financial January 25 5:00PM Q4
Phillips 66 January 28 12:00PM Q4
Caterpillar January 28 8:30AM Q4
PTC January 26 5:00PM Q1
Celanese January 28 10:00AM Q4
Raytheon Technologies January 25 8:30AM Q4
Charter Communications January 28 8:30AM Q4
Resmed January 27 4:30PM Q2
Chevron January 28 11:00AM Q4
Rockwell Automation January 27 8:30AM Q1
Comcast January 27 8:30AM Q4
Rollins January 26 10:00AM Q4
Corning January 26 8:30AM Q4
ServiceNow January 26 5:00PM Q4
Crown Castle International January 27 10:30AM Q4
Southwest Airlines January 27 12:30PM Q4
Danaher January 27 8:00AM Q4
Stryker January 27 4:30PM Q4
Dow January 27 8:00AM Q4
Synchrony Financial January 28 8:00AM Q4
Duke Realty January 27 12:00PM Q4
TE Connectivity Ltd January 26 8:30AM Q1
Eastman Chemical January 28 8:00AM Q4
Teradyne January 27 8:30AM Q4
Edwards Lifesciences January 26 5:00PM Q4
Texas Instruments January 25 4:15PM Q4
F5 January 25 4:30PM Q1
Textron January 27 8:00AM Q4
Freeport-McMoRan January 26 10:00AM Q4
Tractor Supply January 27 10:00AM Q4
General Dynamics January 26 9:00AM Q4
United Rentals January 27 11:00AM Q4
General Electric January 25 8:00AM Q4
Valero Energy January 27 10:00AM Q4
Halliburton January 24 9:00AM Q4
Vertex Pharmaceuticals January 26 4:30PM Q4
HCA Healthcare January 27 10:00AM Q4
VF January 28 8:30AM Q3
Hess January 26 10:00AM Q4
Visa January 27 5:00PM Q1
International Business Machines January 24 5:00PM Q4
W R Berkley January 27 5:00PM Q4
International Paper January 27 10:00AM Q4
Western Digital January 27 4:30PM Q2
Invesco Ltd January 25 9:00AM Q4
Zions Bancorporation NA January 24 5:30PM Q4
Johnson & Johnson January 25 8:30AM Q4
Source: CCBN, www.ccbn.com
Juniper Networks January 27 5:00PM Q4
January 24, 2022 BARRON’S 61

Mutual Funds Data provided by

Net YTD 3-Yr.

NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. Scoreboard: Rate Rout
NasdaqStratH p 373.48 -64.20 -22.2 255.2 LCIdx2045Inst 27.37 -1.21 -5.6 53.0 ITTresIdx n 22.16 0.02 -1.3 10.4 TotBd2 10.85 0.00 -1.7 12.7
Rydex Investor Class: LifeStkIdx 37.59 -2.37 -8.4 69.9 LarCapAd n 102.13 -6.25 -8.3 73.6 TotIntlInstIdx r 133.59 -4.19 -2.3 35.7 (It was an ugly week. Stocks got killed, with the S&P 500 off 3.78%, and stock funds fell 4.58%. Small-
NasdaqInv n 66.60 -5.44 -11.6 109.7 LrgCpGrIdxInst 50.76 -3.81 -12.2 97.2 LTGradeAdml n 10.49 -0.01 -3.8 31.0 TotItlInstPlId r 133.62 -4.20 -2.3 35.8
LrgCpGrIdxRet 51.18 -3.85 -12.3 95.7 LTsryAdml n 12.39 0.12 -2.9 27.1 TotSt 107.53 -6.83 -8.5 69.4 cap growth funds, a bad combo with rates rising, lost 6.44%. Precious metals rose, 2.71%.
S LrgCpGrInst 21.06 -1.54
LrgCpVl IdxInst 23.68 -1.13
-12.4
-3.6
80.1
46.9
LTTresIdx n
MatIdx nr
29.17
92.86
0.28
-5.89
-3.0
-7.4
25.7
62.8
VANGUARD INSTL FDS:
BalInst 46.16 -1.73 -5.8 46.3 One Week Year-to-Date
LrgCpVl IdxRet 24.15 -1.15 -3.6 45.8 MidCpAdml n 284.10 -18.07 -9.9 60.2 DevMktsIndInst 15.92 -0.57 -3.3 37.2
Schwab Funds: LrgCpVl Inst 20.84 -1.15 -4.1 51.4 MrgBkdIdx n 20.82 -0.02 -1.4 7.1 DevMktsInxInst 24.88 -0.89 -3.3 37.2
1000 Inv nr 94.86 -5.90 NA NA MdCpGrInst 20.65 -1.45 -16.2 52.1 MuHYAdml n 11.82 -0.06 -1.3 17.8 EmMkInst r 31.35 -0.63 0.5 33.2
Balanced n 17.94 NA NA NA MdCpVl Inst 18.35 -1.17 -5.1 39.3 MuIntAdml n 14.51 -0.06 -1.2 11.9 EuroInst 35.20 -1.24 -3.5 41.2 U.S. STOCK FUNDS – 4.58% – 7.21%
CoreEq n 22.19 -1.24 NA NA MdCpVlRet 18.21 -1.15 -5.1 38.4 MuLTAdml n 11.94 -0.06 -1.4 16.0 ExDurTrsInst 40.63 0.57 -3.6 36.0
DivEqSel n 14.80 -0.57 NA NA TOP SECTOR / Precious Metals Equity Funds 2.71 0.93
FunIntlLgInst nr 10.23 -0.37 NA NA QuantSmCpEqInst 17.10 -1.39 -10.3 42.7 MuLtdAdml n 11.09 -0.03 -0.7 7.0 ExtndInst 121.33 -9.92 -12.5 51.9
FunUSLgInst nr 22.19 -1.21 NA NA RealSecInst 21.77 -0.89 -8.6 59.9 MuShtAdml n 15.83 -0.02 -0.3 4.2 FTAlWldIst r 118.42 -3.72 -2.0 35.7 BOTTOM SECTOR / Small-Cap Growth Funds – 6.44 – 13.06
HlthCare n 26.08 -0.85 NA NA RealSecRet 22.81 -0.93 -8.7 58.7 NJLTAdml n 12.47 -0.07 -1.4 17.2 FTScinst 30.25 -1.95 -9.5 78.0
S&P500IdxInst 48.10 -2.89 -7.7 73.2 NYLTAdml n 11.93 -0.06 -1.4 15.2 GrwthInst 143.97 -11.03 -12.8 99.2 S&P 500 – 3.78 – 5.95
InflProSel n 12.18 0.01 NA NA S&P500IdxRet 47.77 -2.87 -7.7 71.9 PacifAdml n 93.55 -3.29 -3.3 27.1 InPrSeIn 11.33 0.01 -2.2 23.9
IntI Sel nr 22.92 -0.78 NA NA SmCpBl IdxInst 22.71 -1.99 -11.4 39.6 PALTAdml n 11.93 -0.06 -1.3 16.2 InstIdx 374.68 -22.52 -7.7 73.4 U.S. BOND FUNDS – 0.52 – 1.20
IntlMstr nr 23.14 -1.05 NA NA SmCpBl IdxRet 22.83 -2.00 -11.4 38.6 PrmcpAdml nr 158.99 -10.01 -6.2 60.5 InstPlus 374.70 -22.52 -7.7 73.5
MT AllEq n 22.40 NA NA NA Bloomberg Barclays AGG Bond – 0.72 – 1.95
MT Bal n 20.03 NA NA NA SocChEqInst 25.97 -1.55 -8.5 70.8 RealEstatAdml n 149.14 -5.92 -9.2 47.2 InstTStIdx 80.71 -5.12 -8.5 70.0
MT Gro n 25.86 NA NA NA SocChEqRet 26.46 -1.57 -8.5 69.5 S&PSC600Idx 386.58 -31.93 -8.5 45.0 InstTStPlus 80.69 -5.12 -8.5 70.0
S&P Sel n 67.35 -4.05 NA NA Tortoise Capital: SmCapAdml n 97.77 -7.51 -9.8 46.4 ITBdInst 11.67 0.00 -1.7 16.1
SmCp Sel nr 31.81 -2.79 NA NA TorMLPPipInsCl 11.76 -0.48 4.7 7.4 SmGthAdml n 83.98 -6.86 -15.2 45.9 ITBdInstPI 11.67 0.00 -1.7 16.1 THE WEEK'S TOP 25
SmCpEqSel nr 19.47 -1.66 NA NA Touchstone Family Fd: STBondAdml n 10.52 -0.01 -0.7 7.9 LaCapInst 420.34 -25.72 -8.3 73.7
Trgt2030 nr 17.11 NA NA NA FlexIncY 11.04 -0.05 -1.5 16.6 STCorpIx n 21.94 -0.03 -0.9 10.5 LTBdInst 15.11 0.05 -3.4 30.8 Fund Investment Objective One Week Year-to-Date
Trgt2040 nr 18.49 NA NA NA FocEqY 60.07 -3.74 -6.6 74.6 STFedAdml n 10.73 0.00 -0.5 7.8 LTBdInstPl 15.11 0.05 -3.4 30.8
TSM Sel nr 75.30 -4.79 NA NA LagCapFoc A p 55.21 -3.32 -6.0 78.9 STIGradeAdml n 10.67 -0.01 -0.8 9.9 MidCpInst 62.76 -3.99 -9.9 60.2
TxFrBd n 11.89 -0.06 NA NA MdCpGrwY 34.70 -2.35 -13.1 69.9 STIPSIxAdm n 25.58 -0.02 -0.6 14.7 MidCpIstPl 309.52 -19.68 -9.9 60.3 Gotham Short Strat Inst / GSSFX Alt Long/Short Eq 4.10% 10.7%
USSmCoIdx nr 16.25 -1.19 NA NA MdCpY 45.90 -2.49 -7.5 54.3 STsryAdml n 10.56 -0.01 -0.5 6.7 RealEstaInstl 23.08 -0.92 -9.2 47.3
Segall Bryant & Hami: SandsCapGrY 15.15 -1.55 -20.8 67.1 STTresIdx n 20.19 -0.01 -0.4 5.6 Rs1000GrwIdxInst 530.07 -39.82 -12.2 97.1 Clough China I / CHNIX China Region 3.85 0.5
SmallCapVal Inst 14.08 -0.84 -5.2 35.4 SandsCpSelGrwA 13.48 -1.38 -20.8 65.8 TotBdAdml n 10.99 0.00 -1.7 13.4 Rs1000Vl IdxInst 277.17 -13.27 -3.7 46.8
SelGrwth 13.50 -1.37 -20.8 65.9 TotIntBdIdxAdm n 21.88 0.00 -0.8 9.1 Russ1000IdxInst 389.06 -24.00 -8.2 72.4 OCM Gold Adv / OCMAX Precious Metals Eq 3.67 1.7
SEI Portfolios: SmCoA p 5.36 -0.36 -7.6 48.2 Russ2000GrIxInst 341.64 -33.29 -15.9 36.1
CoreFxIn F 11.20 0.00 -1.8 14.9 TotIntlAdmIdx nr 33.41 -1.04 -2.3 35.6 Nuance Conc Val L/S Inst / NCLSX Alt Long/Short Eq 3.66 6.6
EMktDbt F 9.57 0.02 NA NA Tr for Credit Unions: TotStAdml n 107.56 -6.83 -8.5 69.9 Russ3000Idx 382.42 -24.18 -8.4 69.9
HiYld F 6.94 -0.03 -0.7 26.2 UltShtDur TCU 9.41 0.00 0.0 3.9 TxMBal nr 40.45 -1.26 -4.7 39.3 SmCapInst 97.76 -7.51 -9.8 46.4 Columbia Grtr China A / NGCAX China Region 3.50 1.8
IntlEmg F 12.92 -0.25 NA NA Transamerica A: TxMCapAdml n 227.44 -14.13 -8.3 73.4 SmCapIstPl 282.18 -21.68 -9.8 46.5
IntlEq F 11.77 -0.39 NA NA AsAlCnsrv p 10.85 -0.22 -3.8 26.0 TxMIn nr 15.90 -0.56 -3.3 37.1 SmGthInst 67.26 -5.49 -15.2 45.9 Invenomic Instl / BIVIX Alt Long/Short Eq 3.50 18.5
IntMuni F 11.97 -0.06 -1.3 11.8 AsAIGrow p 14.30 -0.78 -7.3 45.8 TxMSC nr 85.38 -7.06 -8.5 45.6 SmValInst 40.44 -2.98 -5.8 42.9 Arrow Mgd Fut Str Inst / MFTNX Alt Mgd Futures 3.48 7.2
LgCapGr F 44.35 -3.40 -12.1 83.7 AsAlMod p 11.70 -0.31 -4.4 31.1 USGroAdml n 140.36 -13.62 -16.7 83.8 STBdIdxInstPl 10.52 -0.01 -0.7 8.0
LgCVal F 27.40 -1.46 -1.9 40.0 AsAlModGr p 12.71 -0.48 -5.6 37.9 UtilIxAd nr 75.31 -0.87 -4.0 38.6 STBDInst 10.52 -0.01 -0.7 8.0 Fidelity Sel Gold / FSAGX Precious Metals Eq 3.48 0.8
MgdVol F 16.93 -0.65 -2.1 36.2 Balanced 32.86 -1.23 -5.2 48.7 ValAdml n 56.00 -2.43 -2.4 49.5 STCorpIxInst p 26.86 -0.03 -0.8 10.6
S&P500 F 88.46 -5.33 -7.7 72.3 FocusA 34.43 NA NA NA WdsrllAdml n 77.88 -4.53 -4.9 70.1 STIGradeInst 10.67 -0.01 -0.8 10.0 PIMCO Comm+ Strat I-2 / PCLPX Commodities General 3.44 8.2
ShtGov F 10.32 -0.01 -0.4 5.3 Trust for Professional Ma: WellsIAdml n 68.90 -0.95 -1.8 32.4 STIPSIxins 25.60 -0.01 -0.6 14.8
TaxMgdLC F 34.58 -1.91 -6.5 61.6 PerfTrstMuniInst 25.43 -0.14 -1.7 15.5 WelltnAdml n 79.60 -2.53 -5.0 48.3 STTresIdx 25.37 -0.01 -0.4 5.7 DoubleLine Strat Comm I / DBCMX Commodities General 3.43 8.3
TaxMgdSmMdCp F 24.84 -1.77 -8.4 39.7 PrfTrtStrtBd Ins 22.40 -0.01 -1.3 13.8 WndsrAdml n 80.20 -3.93 -1.7 63.1 TotBdInst 10.99 0.00 -1.7 13.4 AQR Risk-Bal Comm Str I / ARCIX Commodities General 3.37 6.3
Selected Funds: Tweedy Browne Fds: VANGUARD FDS: TotBdInst2 10.85 0.00 -1.7 13.0
AmShD n 41.39 -3.24 -2.5 55.7 GblValue n 28.90 -0.80 -0.7 24.9 CAIT n 12.03 -0.06 -1.3 10.6 TotBdInstPl 10.99 0.00 -1.7 13.4 Templeton China Wd A / TCWAX China Region 3.37 0.9
AmShS pn 41.28 -3.23 -2.5 54.2 CALT n 12.48 -0.07 -1.5 14.7 TotIntBdIdxInst 32.84 0.01 -0.8 9.2
Sequoia:
SequoiaFd n 167.13 -12.27 -9.7 69.6 U CapOp nr
DivdGro n
76.85
37.23
-5.52
-1.13
-8.4
-5.2
60.8
65.8
TotStInst
TxMCaInst r
107.58
TtlWrldIxInst p 206.39
113.00
-6.83
-10.29
-7.02
-8.5
-6.0
-8.3
70.0
54.5
73.6
AQR Mgd Fut Str HV I / QMHIX
Neuberger Alt Cm St Inst / NRBIX
Alt Mgd Futures
Commodities General
3.33
3.25
7.1
6.5
Sit Funds: Ultimus: DivrEq n 47.64 -3.33 -9.5 73.1
MinnTxF n 10.60 -0.06 -1.4 11.6 EmgMktSelStk n 24.60 -0.55 0.7 31.6 TxMSCInst r 85.57 -7.08 -8.5 45.7 Parametric Comm Str Inst / EIPCX Commodities General 3.23 6.3
LyricalUSVlEqI 21.54 -1.61 -6.3 48.0 Energy nr 40.50 -1.14 4.8 -5.2 ValueInst 56.00 -2.43 -2.4 49.6
SmeadFds: UM Funds: Victory Funds:
SmeadValueInstl 66.54 -4.79 -3.9 67.9 BehavVal 83.43 NA NA NA EqInc n 43.17 -1.78 -1.9 51.0 UBS All China Equity P / UACPX China Region 3.23 3.1
SoundShoreInv n: Explr n 112.21 -8.39 -12.4 60.4 EstValA 47.43 -2.80 -4.4 61.4
SoundShoreInv n 40.31 -2.36 -2.0 48.9 USAA Group: EXPValFd n 43.93 -3.01 -5.0 46.1 EstValI 47.47 -2.80 -4.4 62.9 VanEck Intl Gold Y / INIYX Precious Metals Eq 3.16 1.2
Sprott Funds Trust: 500Indx Reward n 57.24 -3.54 -8.1 75.3 FTAlWldInAdml n 37.36 -1.17 -2.0 35.5 EstValR p 46.63 -2.76 -4.4 60.3
CA Bd n 11.42 -0.06 -1.4 13.2 GlbCapCyl Inv nr 11.29 -0.25 2.1 65.7 SmCap Grwth p 61.65 -5.99 -16.4 26.3 Matthews Asia China Inv / MCHFX China Region 3.03 0.9
GoldEq Inv p/r tn 48.46 0.68 0.2 60.7 CapGr n 12.15 -0.62 -5.4 42.7
SSgA Funds: GlbEq n 35.67 -1.81 -7.3 55.1 SmCoOppI 49.56 -3.39 -5.6 45.7 USAA Prec Met&Min Fund / USAGX Precious Metals Eq 2.96 0.6
SP500 n 251.21 -15.11 -7.7 73.3 CrnrsMod n 15.89 -0.38 -3.1 28.4 GloMinVolFdAdm n 28.42 -0.81 -3.9 21.4 VirtusFunds:
State Street Institu: CrnstModAggr n 27.34 -0.79 -3.5 31.0 GNMA n 10.39 -0.01 -1.4 7.1 CeredexLgCpVlEqI 12.29 -0.63 -3.9 53.4 Gabelli Gold I / GLDIX Precious Metals Eq 2.91 1.0
SmCapEq (ICL) 18.13 -1.32 -9.6 44.9 ExtMktIn n 21.93 -1.77 -11.4 56.7 GroInc n 59.28 -3.57 -7.2 72.0 CeredexMdCpVlEqI 12.72 -0.72 -5.1 49.4
US Eq (ICL) 15.36 -0.98 -7.2 78.5 Gr&Inc n 23.35 -1.48 -8.5 49.0 HlthCare nr 209.45 -7.05 -7.8 37.0 GvSecUltShtBdI 9.98 0.00 -0.2 3.2 Rydex Precious Metls Inv / RYPMX Precious Metals Eq 2.91 1.4
State Street V.I.S.: Gr&TxStr n 25.63 -0.76 -4.3 39.9 HYCor nr 5.84 -0.05 -1.6 19.3 InnGrSt I 45.93 -6.53 NA NA
Grwth n 31.52 -2.47 -13.1 66.1 LowDurCrPlBd I 10.82 -0.01 -0.4 9.1 PGIM Quant Cmd Strat R6 / PQCMX Commodities General 2.90 7.5
TR V.I.S. Cl 1 15.38 -0.45 -4.2 28.8 HiIncm n 7.69 -0.08 -1.5 17.3 InflaPro n 14.16 0.01 -2.3 23.4
TR V.I.S. Cl 3 15.32 -0.45 -4.2 27.8 IntlExplr n 19.60 -0.88 -7.9 32.8 VirtusFunds Cl A: Sprott Gold Equity Inv / SGDLX Precious Metals Eq 2.86 2.8
Sterling Capital Fds: Inco n 13.03 -0.02 -1.5 18.4 IntlGr n 39.99 -1.85 -8.7 78.6 MidGrA 55.11 -4.55 NA NA
TotRetBdI 10.69 -0.01 -1.5 16.0 IncStk n 19.16 -0.92 -4.0 43.0 IntlVal n 41.63 -1.41 0.1 34.3 MulSStA p 4.69 0.00 -0.5 9.6 Allspring Prec Met A / EKWAX Precious Metals Eq 2.81 0.1
Sunbridge: Intl n 26.72 -1.04 -3.2 34.0 INSTTRF2015 23.99 -0.36 -2.7 27.3 SmCapSusA 39.85 -2.66 -15.4 65.0
EmgMkt Inst 28.44 -0.57 -3.7 29.8 IntmTerm n 13.67 -0.06 -1.2 12.6 INSTTRF2020 26.36 -0.59 -3.5 33.3 StratGrA p 22.76 -2.06 -17.0 74.7 Neuberger Gr Chn Eq Is / NCEIX China Region 2.80 3.4
LgTerm n 13.71 -0.06 -1.3 15.4 INSTTRF2025 28.17 -0.79 -4.1 37.6 TactAllA p 11.93 NA NA NA
Nasdaq100 n 38.19 -3.10 -11.5 115.9
T ntTerBd n
S&PIdx n
10.43
57.20
0.00
-3.53
-1.4
-8.1
20.4
74.8
INSTTRF2030 29.29
INSTTRF2035 30.26
-0.95
-1.09
-4.5
-4.8
40.9
44.2
VirtusFunds Cl I:
EmMktI
ForOppI
9.80
26.48
-0.25
-0.71
-2.6
-9.6
18.6
44.4
THE WEEK'S BOTTOM 10
Fund Investment Objective One Week Year-to-Date
SciTech n 24.63 -2.41 -17.3 62.9 INSTTRF2040 31.29 -1.25 -5.2 47.6
TCU ShtDur : INSTTRF2045 32.20 -1.41 -5.5 50.8 IntSmCapI 20.79 -1.20 -8.7 46.0
TCU ShtDur 9.69 0.00 -0.6 6.6 ShtT n 10.54 -0.03 -0.8 5.4 INSTTRF2050 32.34 -1.46 -5.6 51.2 MulSStI 4.70 0.00 -0.3 10.4
TCW Funds: ShtTBdA n 9.15 -0.01 -0.5 10.1 INSTTRF2055 32.43 -1.46 -5.6 51.2 QualitySmCapI 25.71 -1.93 -10.5 56.8 BMO Gro Alloc R-6 / BABQX Mix Tgt All Agg Gr – 63.88% – 64.4%
CoreFxInc n 11.29 NA NA NA SmCpStk n 13.23 -1.17 -11.7 49.9 INSTTRF2060 32.56 -1.47 -5.6 51.3 SmCapSusI 41.30 -2.75 -15.4 66.4 BMO Aggr Alloc R-6 / BDSQX Multi-Cap Core – 61.96 – 62.5
EmMktInc n 7.48 NA NA NA TarRet2030 n 13.02 -0.41 -4.1 32.6 INSTTRFINC 24.05 -0.35 -2.7 25.3 SmCpCorI 44.87 -2.68 -8.4 73.0
SelEqtyI n 34.78 NA NA NA TarRet2040 n 13.27 -0.55 -5.1 37.1 ITIGrade n 9.73 -0.02 -2.1 17.4 Vivaldi Merger: WP Sm Co Inc+ Inst / WPSMX Equity Income – 11.82 – 16.4
TotRetBondI n 9.92 NA NA NA TarRet2050 n 13.71 -0.64 -5.5 40.6 ITTsry n 11.15 0.00 -1.4 11.3 Arbitrage Fund 10.52 -0.03 -0.2 13.7
TCW Funds N: TarRetIncm n 11.40 -0.19 -2.4 23.9 LifeCon n 22.31 -0.43 -3.3 29.0 Voya Fds: BMO Disc Intl Equity I / BDIQX Intl Multi-Cap Value – 10.34 – 8.7
TotRetBdN pn 10.23 NA NA NA VA Bd n 11.51 -0.05 -1.2 11.5 LifeGro n 42.13 -1.68 -5.2 46.5 GrOppI 50.38 -3.58 -13.1 69.5
The Bruce Fund: ValueFd n 18.07 -0.90 -2.8 40.5 InmdBdI 10.08 0.00 NA NA Quantified Tact Sect Inv / QTSSX Specialty Dvsfd Eq – 10.16 – 19.2
BruceFund n 638.96 -17.62 -4.7 47.5 WldGr n 25.87 -1.36 -6.7 59.8 LifeInc n 16.57 -0.15 -2.3 20.2
LifeMod n 32.12 -0.95 -4.2 37.6 TRPGrEqI 100.60 -8.91 -15.5 67.3 Jacob Small Cap Gro Inst / JSIGX Small-Cap Growth – 9.98 – 18.9
Third Avenue: LTIGrade n 10.49 -0.01 -3.8 30.6
ValueInst
Thompson IM Fds,Inc:
53.06 -1.97 4.8 42.0
V LTTsry n
MATxEx n
12.39
11.18
0.12
-0.06
-3.0
-1.5
26.7
16.0 WXYZ Driehaus Micro Cap Gro / DMCRX Small-Cap Growth – 9.63 – 20.7
Bond n 10.90 0.01 -0.2 9.0
VALIC: MgdPayFdInv n 17.99 -0.45 -2.2 32.8 Hodges Rtl / HDPMX Small-Cap Growth – 8.90 – 10.3
Thornburg Fds: Wasatch:
IncBuildA t 23.99 -0.84 -1.5 33.5 CoreVal 13.45 -0.54 -1.8 40.9 MidCpGro pn 22.76 -1.75 -15.7 48.5 CoreGr n 80.60 -5.47 -14.4 71.6 Delaware Sm Cap Gro Inst / DSGGX Small-Cap Growth – 8.85 – 19.6
IncBuildC p 23.95 -0.84 -1.5 30.4 FrgnVal 11.00 -0.31 1.4 23.1 MuHY n 11.82 -0.06 -1.4 17.6 IntlGr n 30.02 -1.40 -13.9 42.4
IntVal I 26.02 -0.79 -3.8 54.3 GlobEq 9.90 -0.23 -0.5 32.1 MuInt n 14.51 -0.06 -1.2 11.6 MicCap n 7.79 -0.87 -17.1 87.7 Calamos Timpani SCGr I / CTSIX Small-Cap Growth – 8.84 – 19.3
IntValA p 25.01 -0.76 -3.8 52.8 SysCore 27.30 -1.67 -8.2 74.3 MuLong n 11.94 -0.06 -1.4 15.7 SmCapGr n 40.19 -4.03 -19.6 71.1
LtdTIn 13.60 -0.01 -0.8 11.0 InflPro 12.23 -0.02 -2.5 20.3 MuLtd n 11.09 -0.03 -0.7 6.7 SmCapV n 9.58 -0.75 -9.0 43.6 THE LARGEST 25
LtdTIncI 13.60 -0.01 -0.8 11.9 IntlEq 8.20 -0.24 -3.1 33.0 MuSht n 15.83 -0.02 -0.3 4.0 UltraGr n 35.68 -3.26 -19.2 81.3 Assets 3-Year* 1-Week YTD
LtdTMu I 14.30 -0.05 -1.0 5.9 IntlGro 17.44 -0.61 -11.2 70.1 OHLTte n 12.92 -0.07 -1.3 16.1 WCM: Fund (billions) Investment Objective Return Return Return
LtdTMuA 14.30 -0.05 -1.0 5.2 LgCpGro 22.26 -0.88 -7.7 88.8 Primcp nr 153.46 -9.67 -6.2 60.1 FcusEmgMk Inst 17.64 -0.58 -5.5 64.4
Thrivent Funds A: MdCpStGr 21.94 -1.61 -12.5 72.9 PrmcpCor n 31.55 -2.01 -6.2 57.0 FocInterGrFdInv 24.17 -1.09 -11.9 76.1
DivrIncPlus 7.51 -0.10 -2.5 21.3 MidCpIdx 29.84 -2.16 -8.7 47.9 SelValu nr 29.75 -1.83 -2.9 55.2 IntlSmCpGrthFd I 24.36 -1.26 -14.5 106.1 American Funds Gro A / AGTHX $145.3 Large-Cap Growth 21.5% – 3.90% – 9.1%
LgCpStk 26.73 -1.48 -6.7 48.2 SciTech 36.65 -2.92 -12.7 95.5 STAR n 30.29 -1.10 -5.2 47.7 WCM Focus Funds:
MidCapStk 28.78 -2.20 -11.1 57.1 SmCpIdx 20.66 -1.82 -11.5 37.7 STFed n 10.73 0.00 -0.5 7.5 WCMFocIntlGrwIns 24.39 -1.10 -11.9 77.3 Fidelity Contrafund / FCNTX 128.7 Large-Cap Growth 22.3 – 4.04 – 8.7
MuniBd 11.40 -0.06 -1.4 12.5 StckIdx 55.47 -3.33 -7.7 71.9 STIGrade n 10.67 -0.01 -0.9 9.6 Weitz Funds: Vanguard Wellington Adm / VWENX 111.8 Mix Tgt All Gro 14.6 – 2.53 – 4.3
SmCapStk p 22.72 -1.73 -7.0 63.8 ValUltra 21.86 -1.66 -14.3 79.9 STIPSixInv 25.54 -0.02 -0.7 14.5 PIIIOpp 14.96 -0.60 -3.7 46.5
Thrivent Funds S: Value Line Funds: StratgcEq n 35.60 -2.65 -8.2 53.6 ShtDurIncInst 12.23 0.00 -0.3 8.3 American Funds Bal A / ABALX 105.8 Mix Tgt All Gro 12.8 – 2.33 – 3.4
LgCpVal n 27.73 -1.50 -2.3 57.8 AstAlcClInv n 42.44 -1.13 -8.3 42.2 StrSmCpEqInv n 35.69 -3.10 -8.6 46.5 ValueInv n 56.56 -2.96 -8.4 74.0 Dodge & Cox Stock / DODGX 96.7 Multi-Cap Value 18.6 – 3.21 0.9
MidCapStk n 33.80 -2.58 -11.1 58.4 CapAppreClInv n 11.16 -0.84 -9.9 46.3 STTsry n 10.56 -0.01 -0.5 6.4 Western Asset:
OppIncmPl n 9.96 -0.05 -1.3 11.2 Van Eck Funds: TgtRe2015 n 14.21 -0.21 -2.7 27.0 CoreBondA 12.81 -0.01 -2.1 14.0 American Funds EuPc R6 / RERGX 88.9 Intl Large-Cap Growth 14.2 – 2.22 – 4.9
TIAA-CREF/Instl Cl: EmgMktsY 16.63 -0.46 -4.4 20.3 TgtRe2020 n 29.95 -0.67 -3.4 33.1 CoreBondI 12.81 -0.01 -2.0 15.2 American Funds Inc A / AMECX 85.1 Mix Tgt All Mod 12.0 – 1.89 – 1.4
CoreBond Inst 10.46 -0.01 -1.7 14.6 VANGUARD ADMIRAL: TgtRe2025 n 19.51 -0.55 -4.1 37.2 CoreBondIS 12.83 0.00 -2.0 15.4
CorePlsBd 10.53 -0.01 -1.5 15.5 400MCpIdxInst 348.86 -25.27 -8.7 49.2 TgtRe2030 n 36.71 -1.18 -4.5 40.6 CorePlusBdA 11.65 -0.02 -2.1 15.8 PIMCO Income Inst / PIMIX 83.9 Multi-Sector Inc 4.9 – 0.34 – 0.9
TIAA-CREF/Retail Cl: 500Adml n 406.11 -24.41 -7.7 73.4 TgtRe2035 n 22.70 -0.82 -4.8 44.0 CorePlusBdI 11.66 -0.02 -2.1 17.1 American Funds ICA A / AIVSX 81.3 Large-Cap Core 17.4 – 3.08 – 5.1
EqIdx n 31.95 -2.02 -8.3 68.6 BalAdml n 46.15 -1.73 -5.9 46.2 TgtRe2040 n 39.87 -1.59 -5.1 47.3 CorePlusBdIS 11.66 -0.02 -2.1 17.2
Gro&Inc n 23.67 -1.54 -8.8 65.7 CAITAdml n 12.03 -0.06 -1.3 10.9 TgtRe2045 n 26.82 -1.18 -5.5 50.6 IntermedBdIS 10.80 -0.02 -1.4 12.3 American Funds Wash A / AWSHX 79.4 Large-Cap Value 16.9 – 3.12 – 4.5
LrgCpGro n 20.96 -1.54 -12.4 78.5 CALTAdml n 12.48 -0.07 -1.5 14.9 TgtRe2050 n 44.28 -1.99 -5.6 51.0 IntermTermMuniA 6.48 -0.03 -1.1 11.3
MgdAlloc n 12.82 -0.40 -4.9 38.0 CapOpAdml nr 177.36 -12.74 -8.4 61.2 TgtRe2060 n 45.34 -2.05 -5.6 50.9 IntermTermMuniI 6.48 -0.03 -1.1 11.9 Fidelity SA US Tot Stk / FCTDX 72.8 Multi-Cap Core 20.8 – 3.82 – 6.1
SocChEq n 22.61 -1.34 -8.5 69.4 CoDilxAd n 154.36 -13.86 -12.5 90.6 TgtRet2055 n 49.29 -2.22 -5.6 50.9 ManagedMuniA 16.50 -0.07 -1.2 13.5 Dodge & Cox Income / DODIX 71.8 Core Bond 5.2 – 0.65 – 1.7
TIAA/CREF Funds: CoStIxAd nr 96.52 -1.94 -2.0 55.2 TgtRetInc n 14.07 -0.20 -2.7 25.0 ManagedMuniI 16.52 -0.07 -1.2 14.1
BdIdxInst 10.95 0.00 -1.7 12.6 DivAppIdxAdm n 43.41 -1.84 -6.8 63.7 TotIntBdIxInv 10.94 0.00 -0.8 9.0 SMAShCrPlCp n 8.70 -0.01 -2.0 15.9 American Funds FInv A / ANCFX 70.6 Large-Cap Core 17.2 – 3.24 – 5.7
EqIdxInst 31.33 -1.98 -8.4 70.0 EMAdmr n 41.23 -0.82 0.6 33.0 USGro n 54.18 -5.26 -16.7 83.3 SmashSerC n 9.42 -0.06 -1.6 15.9 Vanguard PRIMECAP Adm / VPMAX 70.0 Large-Cap Core 18.2 – 3.82 – 4.4
EqIdxRet 31.83 -2.01 -8.4 68.7 EnergyAd nr 43.15 -1.82 11.3 13.6 WellsI n 28.44 -0.40 -1.8 32.1 SmashSerM n 10.38 0.00 -2.5 13.9
Gr&IncInst 15.70 -1.02 -8.9 67.1 EnergyAdml nr 75.98 -2.14 4.8 -5.0 Welltn n 46.10 -1.46 -5.0 48.0 TotalRetUnconI 10.18 0.00 -0.4 10.6 American Funds CIB A / CAIBX 68.9 Global Equity Income 10.6 – 1.58 – 0.7
Gr&IncRet 16.12 -1.04 -8.8 65.9 EqIncAdml n 90.48 -3.72 -1.9 51.4 Wndsr n 23.79 -1.16 -1.7 62.6 Westwood Income Oppo: American Funds NPer A / ANWPX 67.9 Global Large-Cap Growth 21.8 – 3.01 – 6.5
HgYldInst 9.45 -0.07 -1.2 17.7 EuropeAdml n 82.54 -2.90 -3.5 41.1 WndsrII n 43.90 -2.55 -4.9 69.7 WwIncOpFdInstl 12.47 -0.28 -2.3 33.1
InflLkdBdInst 11.98 -0.01 -1.4 19.3 ExplrAdml n 104.34 -7.80 -12.4 61.0 VANGUARD INDEX FDS: Westwood Quality Sma: BlackRock Cash Inst SLA / 65.7 Instl Money Mkt NA NA NA
IntlEqIdxInst 22.17 -0.75 -3.1 34.9 ExtndAdml n 121.33 -9.93 -12.5 51.8 500 406.12 -24.42 -7.7 72.8 WwQalSmallCapI 19.90 -1.47 -7.7 39.6 Fidelity Str Adv LgCp / FALCX 64.0 Large-Cap Core 0 – 3.87 – 5.5
IntlEqIdxRet 22.72 -0.77 -3.2 33.8 FinIxdAd nr 47.01 -3.32 -2.8 54.5 EmgMktInstPl 104.28 -2.09 0.5 33.3 Williamsburg Invst T:
IntlEqInst 13.60 -0.61 -3.8 41.7 GNMAAdml n 10.39 -0.01 -1.4 7.4 ExtndIstPl 299.41 -24.49 -12.5 51.9 DavPrtSmCapFoFd n 17.05 -1.01 -10.3 76.1 American Funds CWGI A / CWGIX 62.5 Global Large-Cap Core 15.2 – 2.58 – 3.8
LC2020Ret 13.61 -0.30 -3.8 32.0 GroIncAdml n 96.75 -5.82 -7.2 72.5 FTAIWdInPl 125.41 -3.93 -2.0 35.8 Wilmington Funds: Vanguard ITR 2030 Inst / VTTWX 59.7 Mix-Asst Targ 2030 12.7 – 2.31 – 3.5
LC2025Ret 14.38 -0.38 -4.3 35.3 GrwthAdml n 143.96 -11.03 -12.8 99.1 Growth 143.99 -11.04 -12.8 98.4 BroadMktBdInst 9.86 -0.01 -1.6 13.2
LC2030Ret 14.99 -0.47 -4.8 38.8 HltClxAd nr 120.60 -5.02 -9.5 49.6 IdxIntl 19.97 -0.63 -2.3 35.4 Intl Inst 9.81 -0.37 -4.1 33.0 T Rowe Price BC Gro / TRBCX 59.4 Large-Cap Growth 19.4 – 4.08 – 11.4
LC2035Ret 15.74 -0.56 -5.3 42.2 HlthCareAdml nr 88.31 -2.98 -7.8 37.2 ITTresIdx Inst 27.49 0.02 -1.4 10.5 LgCpStrInst 29.66 -1.85 -8.1 72.0 PIMCO Tot Rtn Inst / PTTRX 57.2 Core Plus Bond 4.6 – 0.64 – 1.8
LC2040Inst 10.89 -0.44 -5.9 46.7 HYCorAdml nr 5.84 -0.05 -1.6 19.7 LTTresIdx Inst 37.03 0.36 -3.0 25.8 Wm Blair Funds Cl I:
LC2040Ret 16.34 -0.66 -5.8 45.7 InfProAd n 27.80 0.02 -2.3 23.8 MdCpGrAdml n 92.73 -6.47 -15.4 68.5 IntlGthI r 34.58 -1.26 -10.6 59.8 Vanguard Div Gro Inv / VDIGX 56.4 Equity Income 19.1 – 2.60 – 4.5
LC2045Ret 13.45 -0.60 -6.3 49.1 InfTechIdx n 206.08 -15.86 -12.1 134.8 MdCpVlAdml n 74.59 -4.31 -4.2 50.0 SmCapValI 31.85 -2.45 -5.2 44.1 Vanguard Intl Gro Adm / VWILX 55.9 Intl Large-Cap Growth 22.6 – 2.65 – 6.7
LCIdx2010Inst 17.28 -0.33 -3.2 30.4 IntlGrAdml n 127.14 -5.91 -8.7 79.2 MidCp 62.63 -3.98 -9.9 59.6 SmMidI r 29.45 -2.27 -15.2 47.6
LCIdx2020Inst 19.66 -0.48 -3.8 34.9 ITBondAdml n 11.67 0.00 -1.8 16.0 RUSS2000IdxInst 304.13 -26.67 -11.4 39.5 Wm Blair Funds Inst: Vanguard Wellesley Adm / VWIAX 55.6 Mix Tgt Alloc Con 10.0 – 1.67 – 1.6
LCIdx2025Inst 21.51 -0.60 -4.1 38.5 ITCorpIx n 24.53 -0.04 -2.1 19.7 SmCap 97.74 -7.51 -9.8 45.9 IntlGth 17.02 -0.62 -10.6 61.2
LCIdx2035Inst 25.07 -0.91 -4.9 45.7 ITIGradeAdml n 9.73 -0.02 -2.1 17.8 SmValAdml n 72.35 -5.32 -5.8 42.8 Wm Blair Funds R6:
LCIdx2040Inst 26.46 -1.06 -5.3 49.3 ITsryAdml n 11.15 0.00 -1.4 11.7 TotBd 10.99 0.00 -1.7 13.0 EmgMktGth 15.17 -0.56 -5.4 69.3 *Annualized 01/17/2019 to 01/20/2022. Through Thursday. Source: Lipper
62 BARRON’S January 24, 2022

Weekly Closed-End Funds Data provided by

52 Week 52 Week
Stock Market Prem Market TRACKING CLOSED - END FUNDS Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return
Friday, January 21, 2022 United Corps Ltd (UNC)-cy ............... T 175.24 106.00 – 39.5 – 2.2
General Equity Funds Clearance Sale: Investors continued their new year’s equity sales, with the Her- U.S. Mortgage Bond Funds
Adams Diversified Equity (ADX) ...... N 20.81 17.93 – 13.8 17.0 BlckRk Income (BKT) ...................... N 5.54 5.35 – 3.4 7.3
Boulder Growth & Income (BIF)-a .... N 16.32 13.80 – 15.4 26.3 zfeld Average and the Dow dropping 3.6% and 3.9%, respectively, for the week First Trust Mtge Inc (FMY) .............. N 13.70 13.16 – 3.9 5.2
Central Secs (CET)-c ........................ A 46.59 40.00 – 14.1 27.5 Invesco HI 2023 Tgt Term (IHIT) ..... N 9.27 9.17 – 1.1 6.0
CohenStrsCEOppFd (FOF) .............. N 13.25 13.45 + 1.5 11.7 ended Thursday. Invesco HI 2024 Tgt Term (IHTA) .... N 9.73 9.76 + 0.3 5.3
Eagle Capital Growth (GRF)-c ........... A 10.42 10.49 + 0.7 47.5 Nuveen Mortgage and Inc (JLS) ...... N 22.03 20.35 – 7.6 4.6
EVTxAdvDivIncm (EVT)-a ................ N 27.49 27.08 – 1.5 20.1 72800 Net Asset Value Nuveen Multi-Market Inc (JMM)-c ... N 7.56 7.11 – 6.0 4.6
Equus II (EQS) ................................ N NA 2.38 NA 35.2 74000 Vertical Capital Income (VCIF)-a ....... N NA 10.01 NA 8.4
Foxby Corp. (FXBY) ........................ O 20.98 NA NA NA Western Asset Mtg Oppty (DMO)-a .. N 15.23 15.07 – 1.1 8.8
GabelliDiv&IncTr (GDV) ................. N 27.82 24.85 – 10.7 16.6
Gabelli Equity Tr (GAB)-h ................. N 6.05 7.04 + 16.4 23.0 65600 70500 Investment Grade Bond Funds
Angel Oak Dynmc FS I Trm (DYFN) .. N 20.82 19.61 – 5.8 7.1
GeneralAmer (GAM) ....................... N 48.50 40.67 – 16.1 15.1 Angel Oak FS Inc Trm (FINS) ........... N 17.59 15.94 – 9.4 7.6
JHancockTaxAdvDiv (HTD) ............ N 25.42 24.92 – 2.0 26.6 *Herzfeld 67000 BlRck Core Bond (BHK) .................. N 14.97 14.24 – 4.9 5.3
Liberty All-Star Equity (USA)-h ......... N 7.39 7.49 + 1.4 15.2 Closed-End BR Credit Alloc Inc (BTZ) ................. N 14.73 13.95 – 5.3 6.6
Liberty All-Star Growth (ASG)-h ....... N 6.94 7.06 + 1.7 – 11.3 58400 63500 BR Enhcd Govt (EGF) ...................... N 12.49 11.92 – 4.6 3.9
Royce Micro-Cap Tr (RMT) ............. N 11.52 10.17 – 11.7 2.2 Average Insight Select Income (INSI) ........... N 20.65 19.26 – 6.7 3.5
Royce Value Trust (RVT) ................. N 18.24 17.17 – 5.9 8.0 60000 InvescoBond (VBF) ......................... N 19.64 18.72 – 4.7 3.2
Source Capital (SOR) ...................... N 45.16 41.81 – 7.4 12.4 2Q 3Q 4Q J Han Income (JHS) ........................ N 15.07 14.46 – 4.0 5.1
Special Opportunities (SPE)-a .......... N NA 14.67 NA 12.9 51200 MFS Govt Mkts (MGF)-a ................... N 4.22 4.06 – 3.8 7.7
Sprott Focus Trust (FUND) .............. O 8.54 8.16 – 4.4 18.8 % Disc/Prem From Net Asset Value MFS Intmdt (MIN)-a ........................ N 3.52 3.38 – 4.0 8.9
Tri-Continental (TY) ........................ N 34.83 30.41 – 12.7 14.4 Western Asset Inf-Lk Inc (WIA)-a ..... N 13.44 12.25 – 8.9 10.6
Specialized Equity Funds 0 Western Asset Inf-Lk O&I (WIW)-a .. N 13.76 12.28 – 10.8 6.9
Aberdeen Glb Prem Prop (AWP)-a .... N 6.54 6.07 – 7.2 19.1 44000 WA Investment Grade Inc (PAI)-a ..... N 15.26 14.53 – 4.8 3.5
Aberdeen Std Gl Infra I (ASGI)-a ....... N 22.35 20.02 – 10.4 7.0 -2 WesternAssetPremBd (WEA)-a ....... N 13.96 13.15 – 5.8 5.5
Adams Natural Resources (PEO) .... N 20.62 18.33 – 11.1 54.0 Dow Industrials Westn Asst IG Def Opp Tr (IGI)-a ...... N 20.86 20.15 – 3.4 3.6
Allspring Ut & Hi Inc (ERH) ............. A 13.09 13.87 + 6.0 16.5
36800 -4 Loan Participation Funds
ASA Gold & Prec Met Ltd (ASA) ....... N 24.81 21.53 – 13.2 0.2 Apollo Senior Floating (AFT)-a ......... N NA 16.88 NA 6.0
BR Enh C&I (CII) ............................. N 21.07 19.86 – 5.7 17.0 -6 BR Debt Strategy (DSU) .................. N 11.62 11.26 – 3.1 6.2
BlackRock Energy & Res (BGR) ...... N 11.87 10.39 – 12.5 40.1 BR F/R Inc Str (FRA) ....................... N 13.97 13.61 – 2.6 5.9
BlackRock Eq Enh Div (BDJ) ........... N 10.28 9.64 – 6.2 23.0
BlackRock Enh Glbl Div (BOE) ......... N 12.96 11.53 – 11.0 10.5 29600 -8 BlackRock Floatng Rt Inc (BGT) ......
Blackstone Lng-Sh Cr Inc (BGX) .....
N
N
13.57
15.30
13.69
14.43
+
–
0.9
5.7
5.5
6.5
BlackRock Enh Intl Div (BGY) .......... N 6.63 6.03 – 9.0 6.8 2Q 21 3Q 21 4Q 21 2Q 21 3Q 21 4Q 21
Blackstone Sr Fl Rt Tm (BSL) .......... N 16.31 16.00 – 1.9 5.2
BlackRock ESG Cap Alloc (ECAT) .... N 19.63 17.20 – 12.4 NS Blackstone Strat Cr (BGB) ............... N 14.51 13.54 – 6.7 6.2
BlackRock Hlth Sci Tr II (BMEZ) ...... N 22.66 20.41 – 9.9 – 27.9 The Herzfeld Closed-End Average measures 15 equally-weighted closed-end funds based in the U.S. that invest principally in BNY Mellon Alct GCI 2024 (DCF) ..... N 9.28 9.16 – 1.3 6.4
BlackRock Hlth Sciences (BME) ...... N 44.29 44.17 – 0.3 – 6.6 American equities. The net assest value is a weighted average of the funds' NAVs. Source: Thomas J. Herzfeld Advisors Inc., Miami.
BlackRock Innov and Grow (BIGZ) .. N 13.50 12.41 – 8.1 NS 12 mos
BlackRock Res & Comm (BCX) ....... N 10.72 9.52 – 11.2 21.7 305-271-1900/www.herzfeld.com Stock Market Prem Yield
BlackRock Sci&Tech Tr II (BSTZ) .... N 32.70 28.49 – 12.9 – 16.0 Fund Name (Symbol) Exch NAV Price /Disc 12/31/21
BlackRock Sci&Tech Trust (BST) .... N 46.21 42.36 – 8.3 – 15.1 52 Week 52 Week
BlackRock Utl Inf & Pwr (BUI) ......... N 24.70 25.43 + 3.0 4.2 Eagle Point Credit (ECC) .................. N NA 13.85 NA 11.7
Stock Market Prem Market Stock Market Prem Market Eagle Point Income (EIC) ................ N NA 17.10 NA 7.7
CLEARBRIDGE ENGY MDS OPP (EMO) N 29.73 23.57 – 20.7 64.9 Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return
CLEARBRIDGE MLP&MDSTM TR (CTR) N 31.37 25.10 – 20.0 65.0 Eaton Vance F-R 2022 TT (EFL) ....... N 9.33 9.32 – 0.1 3.9
ClearBridge MLP & Midstm (CEM) .. N 34.72 28.76 – 17.2 63.6 NuvCorEqAlpha (JCE) ..................... N 16.25 16.24 – 0.1 26.5 VAGI Con & Inc 2024 (CBH) ............ N 9.82 9.75 – 0.7 7.4 EtnVncFltRteInc (EFT)-a .................. N 14.48 14.40 – 0.6 5.2
Cntr Cst Brkfld MLP&EI (CEN) ......... N 18.32 15.14 – 17.4 62.3 Nuveen Nasdaq 100 Dyn Ov (QQQX) N 26.97 25.63 – 5.0 1.9 VAGI Dvs Inc & Conv (ACV) ............. N 26.69 26.18 – 1.9 – 3.0 EV SenFlRtTr (EFR)-a ....................... N 14.24 14.16 – 0.6 5.6
ChnStrInfr (UTF) ............................. N 26.70 25.86 – 3.1 4.4 Nuv Real Est (JRS) .......................... A 12.31 11.49 – 6.7 44.2 VAGI Eqty & Conv Inc (NIE) ............. N NA 26.54 NA 0.7 EVSnrIncm (EVF) ........................... N 6.93 6.71 – 3.2 5.3
Cohen&SteersQualInc (RQI) ........... N 16.54 15.67 – 5.3 35.1 Nuveen Rl Asst Inc & Gro (JRI) ........ N 16.86 15.08 – 10.6 20.6 World Equity Funds FT/Sr Fltg Rte Inc 2 (FCT) ................ N 12.33 11.87 – 3.7 9.2
Cohen&Steers TotRet (RFI) ............ N 15.07 15.07 + 0.0 20.4 NuvS&P500DynOvFd (SPXX) ......... N 17.61 17.26 – 2.0 19.4 AbrdnAusEq (IAF) ........................... A 5.80 5.55 – 4.3 12.4 Highland Income (HFRO)-a .............. N 13.96 10.88 – 22.1 8.4
CohenStrsREITPrefInc (RNP) ......... N 27.27 26.03 – 4.5 24.1 NuvSP500BuyIncFd (BXMX) .......... N 14.47 14.12 – 2.4 18.4 Aberdeen Emg Mkts Eq Inc (AEF) .... A 8.62 7.96 – 7.7 – 2.3 InvDYCrOpp:AX (VTA) .................... N 12.46 NA NA NA
Columbia Sel Prm Tech Gr (STK) ..... N 31.19 31.57 + 1.2 17.7 PIMGlbStkPI (PGP) ........................ N NA 10.32 NA 9.6 Aberdeen Glbl Dyn Div (AGD)-a ........ N 12.64 11.60 – 8.2 14.3 InvSnrIncTr (VVR) .......................... N 4.63 4.37 – 5.6 7.2
CushingMLPTotRet (SRV)-d ............ N 37.18 31.53 – 15.2 39.8 ReavesUtilityIncome (UTG) ............ A 32.75 33.14 + 1.2 7.6 Aberdeen Japan Equity (JEQ) .......... N 8.64 7.60 – 12.0 – 10.0 Nuveen Credit Strat Inc (JQC) ......... N 6.89 6.46 – 6.2 10.0
Cushing NextGen Inf Inc (SZC) ........ N 50.04 43.88 – 12.3 15.0 Salient Midstream & MLP (SMM) ... N NA 6.85 NA 48.0 Aberdeen Tot Dyn Div (AOD)-a ......... N 10.74 9.76 – 9.1 14.9 NuvFloatRateIncFd (JFR) ................ N 10.45 10.21 – 2.3 6.6
DNP Select Income (DNP) .............. N 9.62 10.92 + 13.5 14.3 Tortoise Energy Ind (NDP) .............. N 27.81 24.95 – 10.3 69.3 Allspring Gl Div Oppty (EOD) ........... N 5.85 5.45 – 6.8 18.5 NuvFloatRteIncOppty (JRO) ........... N 10.35 10.13 – 2.1 6.6
Duff&Ph Uti&Infra Inc Fd (DPG) ...... N 13.69 14.09 + 2.9 19.5 Tortoise Enrgy Infra Crp (TYG) ........ N 35.47 29.02 – 18.2 36.8 BlackRock Capital Alloc (BCAT) ...... N 20.09 17.94 – 10.7 – 12.5 Nuveen Senior Income (NSL) .......... N 6.14 5.98 – 2.6 6.8
EtnVncEqtyInc (EOI)-a ..................... N 18.00 18.29 + 1.6 18.6 Tortoise Midstream Enrgy (NTG) .... N 38.88 32.09 – 17.5 43.7 Calamos GloDynInc (CHW) ............. N 9.07 9.22 + 1.7 1.6 Nuveen Sht Dur Crdt Opp (JSD) ...... N 15.64 14.85 – 5.1 6.8
EtnVncEqtyIncoII (EOS)-a ................ N 20.95 21.46 + 2.4 5.7 Tortoise Pipelne & Enrgy (TTP) ....... N 30.27 25.26 – 16.6 41.1 Cdn Genl Inv (CGI)-y ........................ T 55.44 42.80 – 22.8 26.0 PionrFltRate Tr (PHD)-a ................... N 11.61 11.60 – 0.1 6.2
EVRskMnDvsEqInc (ETJ)-a ............. N 9.78 10.06 + 2.9 5.1 Tortoise Pwr & Engy Infr (TPZ)-a ...... N 15.75 14.01 – 11.0 27.7 Central and Eastern Euro (CEE) ....... N 27.48 23.55 – 14.3 – 0.2 High Yield Bond Funds
ETnVncTxMgdBuyWrtInc (ETB)-a .... N 15.45 16.10 + 4.2 17.8 VAGIAI & Tech Opptys (AIO) ........... N NA 22.00 NA – 8.4 China (CHN) ................................... N 20.25 18.34 – 9.4 – 22.0 Aberdeen Inc Credit Str (ACP)-a ....... N 10.13 9.99 – 1.4 11.7
EtnVncTxMgdBuyWrtOpp (ETV)-a ... N 14.84 15.43 + 4.0 11.1 VDivInt&PremStr (NFJ) .................. N NA 14.17 NA 10.0 Delaware Enh Gl Div & In (DEX)-a ..... N 10.72 9.78 – 8.8 7.5 AllianceBernGlHiIncm (AWF) .......... N 12.59 11.29 – 10.3 6.4
EvTxMnDvsEqInc (ETY)-a ................ N 13.33 13.47 + 1.1 17.0 Income & Preferred Stock Funds EV TxAdvGlbDivInc (ETG)-a ............. N 21.33 20.35 – 4.6 20.0 Allspring Income Oppty (EAD) ........ A 8.91 8.41 – 5.6 7.5
EtnVncTxMgdGlbB (ETW)-a ............ N 10.31 10.33 + 0.2 15.2 CalamosStratTot (CSQ) .................. N 17.23 17.09 – 0.8 14.3 EtnVncTxAdvOpp (ETO)-a ................ N 29.52 29.95 + 1.5 24.7 Barings Glb SD HY Bd (BGH)-a ......... N 17.81 16.25 – 8.8 7.3
EVTxMnGblDvEqInc (EXG)-a ........... N 9.85 9.39 – 4.7 14.4 CohenStrsLtdDurPref&Inc (LDP) ... N 25.04 24.49 – 2.2 2.9 Economic Inv Tr (N/A)-cy ................. T 194.51 131.00 – 32.7 23.2 BR Corporate HY (HYT) .................. N 11.79 11.32 – 4.0 7.5
Ecofin S&S Impact Term (TEAF)-a .... N 17.10 14.89 – 12.9 17.8 CohenStrsSelPref&Income (PSF) ... N 25.61 24.32 – 5.0 – 0.2 European Equity Fund Inc (EEA) ...... N 11.57 9.97 – 13.8 6.7 BlackRock Ltd Dur Inc (BLW) .......... N 16.27 15.16 – 6.8 6.9
First Trust Energy Inc G (FEN)-a ....... A 14.33 14.57 + 1.7 37.2 CohenStrsTaxAvPreSecs&I (PTA) .. N 25.19 23.65 – 6.1 0.1 FirstTrAbEmergOp (FEO) ................ N 13.68 13.16 – 3.8 – 1.0 BNY Mellon Hi Yield Str (DHF) ......... N 3.22 2.98 – 7.5 8.2
First Tr Enhanced Eq (FFA) .............. N 19.94 20.01 + 0.4 21.2 Del Div & Inc (DDF)-a ....................... N 10.56 10.77 + 2.0 24.8 FirstTr Dyn Euro Eq Inc (FDEU) ....... N 15.18 13.58 – 10.5 18.5 Brookfield Real Asst Inc (RA)-a ........ N 19.57 20.65 + 5.5 11.3
First Tr Specialty Fn (FGB) ............... N 4.35 3.94 – 9.4 28.0 Dividend and Income (DNI) ............. N 18.86 14.06 – 25.5 30.7 Gabelli Gl Sm&Mid Cp Val (GGZ) ..... N 16.58 14.84 – 10.5 21.0 CrSuisHighYld (DHY)-a ................... A 2.50 2.38 – 4.8 7.6
FirstTrEnergyInfra (FIF) .................. N 15.43 13.35 – 13.5 27.7 FirstTrIntDurPref&Inc (FPF) ........... N 24.23 23.06 – 4.8 4.0 Gabelli Multimedia (GGT)-h ............. N 7.52 7.97 + 6.0 6.6 CSAM Income Fd (CIK)-a ................. A 3.39 3.30 – 2.7 7.8
FirstTrMLPEner&Inc (FEI) .............. N 8.29 7.53 – 9.2 31.1 JHanPrefInc (HPI) .......................... N 20.14 19.85 – 1.4 13.4 GDL Fund (GDL) ............................. N 10.41 8.86 – 14.9 6.5 DELAWARE IVY HIGH INCOPP (IVH) N 14.69 13.41 – 8.7 6.1
Gab Gl Util & Inc (GLU)-h ................. A 19.86 20.74 + 4.4 19.0 JHPrefIncII (HPF) ........................... N 19.90 19.76 – 0.7 14.3 Herzfeld Caribb (CUBA) .................. O 6.20 5.50 – 11.3 12.2 DoubleLine Inc Sol (DSL) ................ N 16.71 15.37 – 8.0 10.7
Gabelli Healthcare (GRX)-h .............. N 14.23 12.56 – 11.7 9.7 HnckJPfdInco III (HPS) .................. N 17.79 17.62 – 1.0 12.6 Highland Global Alloc (HGLB)-a ....... N 11.82 9.60 – 18.8 56.4 DoubleLine Yld Opps (DLY) ............ N 19.40 18.09 – 6.8 7.4
Gab Utility (GUT)-h .......................... N 4.11 8.19 + 99.3 17.0 J Han Prm (PDT) ............................. N 14.90 16.13 + 8.3 25.1 India Fund (IFN) .............................. N 23.18 21.03 – 9.3 17.9 First Tr Hi Inc Lng/Shrt (FSD) .......... N 15.76 14.66 – 7.0 8.4
GAMCOGlGold&NatRes (GGN) ....... A 3.93 3.73 – 5.1 16.0 LMP CapInco (SCD) ........................ N 15.59 13.95 – 10.5 27.0 J Han Hdgd Ety & Inc (HEQ) ............ N 13.13 12.92 – 1.6 21.7 First Trust HY Opp:2027 (FTHY) ...... N 20.17 19.49 – 3.4 7.8
GAMCO NR GLD & INC TR (GNT) .... N 5.98 5.15 – 13.9 7.7 Nuveen Multi-Asset Inc (NMAI) ...... N 19.33 18.15 – 6.1 NS JHancockTaxAdv Gl Sh Yld (HTY) ... N 6.45 6.39 – 0.9 22.8 Franklin Univ (FT) ........................... N 8.71 8.39 – 3.7 5.5
J Han Finl Opptys (BTO) .................. N 39.95 43.33 + 8.5 39.2 Nuveen Pref & I 2022 Trm (JPT) ...... N 24.23 24.11 – 0.5 4.9 Japan Smaller Cap (JOF) ................. N 8.90 7.57 – 14.9 – 10.8 InvHighIncTrII (VLT) ...................... N 14.37 13.76 – 4.2 8.0
Macquarie/FirstTr Gl (MFD) ............ N 10.67 9.88 – 7.4 24.0 Nuveen Pref & Inc Opp (JPC) .......... N 9.63 9.25 – 3.9 7.4 Korea (KF) ...................................... N NA 33.00 NA – 5.2 KKR Income Opportunities (KIO) .... N NA 16.10 NA 7.4
Madison CovCall & Eq Str (MCN) .... N 7.34 7.65 + 4.2 16.8 Nuveen Fd (JPS) ............................. N 9.55 9.12 – 4.5 3.8 LazardGlbTotRetInc (LGI) ............... N 19.69 18.75 – 4.8 10.4 MFS IntmdHgInc (CIF)-a .................. N 2.29 2.53 + 10.5 8.4
Neuberger Brmn MLP & EI (NML) ... N 6.69 5.27 – 21.2 46.9 Nuveen Pref & Inc Term (JPI) .......... N 24.50 24.78 + 1.1 9.4 MexicoEqandIncmFd (MXE) ........... N 10.97 8.78 – 19.9 – 10.0 NeubHgYldStrt (NHS) ..................... N 11.97 11.51 – 3.8 8.7
Neuberger Nxt Gen Conn (NBXG) .... N 16.16 14.50 – 10.3 NS Nuveen Var Rate P&I (NPFD) .......... N 24.72 26.02 + 5.3 NS Mexico (MXF)-a ............................... N NA 15.08 NA 12.8 New Amer Hi Inc (HYB) ................... N 9.59 8.84 – 7.8 5.8
NubrgrRlEstSec (NRO) ................... A 5.11 4.82 – 5.7 23.0 TCW Strat Income (TSI) .................. N NA 5.52 NA 5.1 Miller/Howard High Inc E (HIE)-a ...... N 11.24 10.27 – 8.6 32.2 Nuveen CI 2023 Target (JHAA) ........ N 9.92 9.84 – 0.8 4.1
Nuv Dow 30 Dyn Overwrite (DIAX) .. N 17.33 16.81 – 3.0 19.0 Convertible Sec's. Funds MS ChinaShrFd (CAF)-J ................... N 21.95 19.66 – 10.4 – 5.7 Nuveen Crdt Opps 2022 TT (JCO) .... N 8.12 8.10 – 0.2 5.8
AdvntCnvrtbl&IncFd (AVK) ............. N NA 15.82 NA 8.1 MS India (IIF) .................................. N 31.85 26.77 – 15.9 29.7 Nuveen Global High Inc (JGH) ......... N 16.29 15.09 – 7.4 8.1
a-NAV and market price are ex dividend. b-NAV is fully diluted. c- Bancroft Fund Ltd (BCV) ................. A 25.59 23.43 – 8.4 – 15.5 MS CBRE Gl In Mg (MEGI) .............. N 20.06 19.59 – 2.3 NS PGIM Global High Yield (GHY) ........ N 15.86 14.52 – 8.4 8.3
NAV is as of Thursday’s close. d-NAV is as of Wednesday’s close. CalamosConvHi (CHY) ................... N 14.25 13.77 – 3.4 – 1.0 New Germany (GF) ......................... N 15.25 14.09 – 7.6 1.5 PGIM High Yield Bond (ISD) ........... N 16.67 15.30 – 8.2 7.8
CalmosConvOp (CHI) ..................... N 13.50 12.98 – 3.9 – 0.5 New Ireland (IRL) ........................... N 12.22 10.52 – 13.9 16.7 PGIM Sh Dur Hi Yld Opp (SDHY) ..... N 19.40 18.08 – 6.8 7.6
e-NAV assumes rights offering is fully subscribed. f-Rights offering PioneerHilncm (PHT)-a .................... N 9.39 8.93 – 4.9 8.1
Ellsworth G&I Fund Ltd (ECF) .......... A 12.02 10.80 – 10.1 – 19.8 RENN Fund (RCG) .......................... A NA 2.15 NA 3.8
in process. g-Rights offering announced. h-Lipper data has been ad- Gabelli Conv Sec (GCV) ................... N 5.67 5.94 + 4.8 – 0.8 Royce Global Value Trust (RGT) ...... N 12.82 11.86 – 7.5 4.8 WstAstHIF II (HIX)-a ........................ N 6.69 6.54 – 2.2 8.2
justed for rights offering. j-Rights offering has expired, but Lipper HiIncBd (PCF)-a ............................... N 8.66 8.20 – 5.4 6.2 Swiss Helvetia (SWZ) ..................... N 10.95 9.50 – 13.2 10.1 Western Asset Hi Inc Opp (HIO)-a .... N 5.22 4.78 – 8.4 7.0
data not yet adjusted. l-NAV as of previous day. o-Tender offer in VAGI Conv & Inc II (NCZ) ................ N 4.96 4.51 – 9.1 – 3.0 Templeton Dragon (TDF) ................ N 18.19 16.66 – 8.4 – 25.8 Western Asset Hi Yld D O (HYI)-a ..... N 15.19 14.56 – 4.1 7.1
process. Source: Lipper VAGI Conv & Inc (NCV) ................... N 5.53 5.10 – 7.8 – 3.6 Templeton Em Mkt (EMF) ............... N 17.67 15.92 – 9.9 – 16.2 Other Domestic Taxable Bond Funds

THREE YEAR TED SPREAD Market Sentiment LAST +0.48

Citigroup Panic/Euphoria Model
TED Spread = 3-mth LIBOR – 3-mth T-bill rate
1.5
1.4 1.4
1.3 Euphoria
1.2
0.7
1.1
1.0
0.9 0
0.8 Panic
0.7 -0.7
Friday's Close 0.09
0.6
0.5 -1.4
0.4
0.3 -2.1
0.2 J F M A M J J A S O N D J
0.1 The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 sell signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be
19 20 21 22 higher one year later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later.
Source: Citigroup Investment Research - US Equity Strategy
January 24, 2022 BARRON’S 63

Weekly Closed-End Funds Data provided by

12 mos 12 mos 12 mos 52 Week

Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc 12/31/21 Fund Name (Symbol) Exch NAV Price /Disc 12/31/21 Fund Name (Symbol) Exch NAV Price /Disc 12/31/21 Fund Name (Symbol) Exch NAV Price /Disc Return
Allspring Multi-Sector (ERC) .......... A 12.19 11.88 – 2.5 8.5 Nuveen Dyn Muni Opp (NDMO) ....... N 15.41 15.57 + 1.0 5.5 Bluerock Total Inc+ RE:L (N/A) ........ z NA NA NA NA CliffwaterElFd;A (N/A) ..................... z NA NA NA NS
Apollo Tactical Income (AIF)-a ......... N NA 15.48 NA 6.5 Nuveen Enh Muni Val (NEV) ............ N 15.52 14.31 – 7.8 4.5 Bluerock Total Inc+ RE:M (N/A) ....... z NA NA NA NS CNR Strategic Credit (N/A) .............. z 9.94 NA NA 13.6
Ares Dynamic Crdt Alloc (ARDC)-a ... N NA 15.69 NA 7.1 Nuveen Int Dur Mun Term (NID) ...... N 14.71 14.49 – 1.5 3.6 Broadstone Rl Est Acc:I (N/A) .......... z 1.32 NA NA 5.4 FedProj&TrFinanceTendr (N/A) ...... z 9.90 NA NA 2.1
Barings Corporate Inv (MCI) ........... N NA 15.91 NA 6.0 Nuveen Int Dur Qlty Mun (NIQ) ........ N 14.60 14.30 – 2.1 3.4 Broadstone Rl Est Acc:W (N/A) ....... z 1.30 NA NA 4.6 Flat Rock Core Income (N/A) ........... z NA NA NA 6.7
Barings Part Inv (MPV) ................... N NA 14.60 NA 5.4 Nuveen Mu Crdt Opps (NMCO) ....... N 15.41 14.74 – 4.3 4.7 CBRE GlbRlEst (IGR)-a .................... z 9.45 8.45 – 10.6 24.8 InvDYCrOpp:A (N/A) ....................... z 12.46 NA NA NS
BlackRock Mlt-Sctr Inc (BIT) .......... N 17.48 16.69 – 4.5 8.1 Nuv Muni Credit Income (NZF) ........ A 16.72 15.61 – 6.6 4.6 CIM RA&C A (N/A) .......................... z 26.45 NA NA 9.96 InvDYCrOpp:R6 (N/A) .................... z 12.46 NA NA NS
BlackRock Tax Muni Bd (BBN) ........ N 24.60 24.04 – 2.3 5.4 NuvMuniHiIncOpp (NMZ) ............... A 14.38 14.13 – 1.7 5.1 CIM RA&C C (N/A) .......................... z 26.10 NA NA 9.1 InvDYCrOpp:Y (N/A) ....................... z 12.46 NA NA NS
DoubleLine:Oppor Crdt Fd (DBL) .... N 18.60 18.40 – 1.1 7.1 Nuveen Muni Inc (NMI) ................... N 11.18 11.15 – 0.3 3.2 CIM RA&C I (N/A) ........................... z 26.55 NA NA 10.1 Invesco Sr Loan A (N/A) .................. z 6.50 NA NA 4.7
EVLmtDurIncm (EVV) ..................... A 12.94 12.34 – 4.6 9.1 Nuveen Muni Val (NUV) .................. N 10.50 10.00 – 4.8 3.4 CIM RA&C L (N/A) .......................... z 26.32 NA NA 9.6 Invesco Sr Loan C (N/A) .................. z 6.51 NA NA 3.9
Franklin Ltd Dur Income (FTF) ......... A 8.69 8.14 – 6.3 10.2 Nuveen Quality Muni Inc (NAD) ....... N 15.86 14.56 – 8.2 4.4 Clarion Partners REI D (N/A) ........... z 12.11 NA NA 24.1 Invesco Sr Loan IB (N/A) ................. z 6.50 NA NA 4.9
J Han Investors (JHI) ...................... N 17.97 17.68 – 1.6 7.5 Nuveen Sel Mat (NIM) ..................... N 10.71 10.21 – 4.7 2.6 Clarion Partners REI I (N/A) ............. z 12.13 NA NA 24.5 Invesco Sr Loan IC (N/A) ................. z 6.50 NA NA 4.8
MFS Charter (MCR)-a ...................... N 8.16 8.00 – 2.0 8.1 Nuveen Sel TF (NXP) ....................... N 16.09 15.15 – 5.8 3.4 Clarion Partners REI S (N/A) ........... z 12.13 NA NA 23.5 Invesco Sr Loan Y (N/A) .................. z 6.50 NA NA 4.9
NuvCorePlusImpact (NPCT) ........... N 18.79 16.77 – 10.8 NS PIMCO MuniInc (PMF) .................... N 12.93 13.38 + 3.5 4.2 Clarion Partners REI T (N/A) ............ z 12.11 NA NA 23.5 OFS Credit Company (OCCI) ........... z NA 13.16 NA NA
Nuveen Taxable Muni Inc (NBB) ...... N 22.14 21.35 – 3.6 5.5 PIMCOMuniIncII (PML) .................. N 12.00 13.56 + 13.0 4.8 Griffin Inst Access RE:A (N/A) ......... z NA NA NA NA Yieldstreet Prism (N/A) ................... z NA NA NA 7.8
PCM Fund (PCM) ............................ N NA 10.61 NA 8.9 Pimco Muni III (PMX) ..................... N 11.07 11.25 + 1.6 4.3 Griffin Inst Access RE:C (N/A) ......... z NA NA NA NA High Yield Bond Funds
PIMCO Corp & Inc Oppty (PTY) ....... N 13.91 15.81 + 13.7 9.1 PioneerHilncAdv (MAV)-a ................ N 11.93 10.79 – 9.6 4.8 Griffin Inst Access RE:I (N/A) .......... z NA NA NA NA Griffin Inst Access Cd:A (N/A) ......... z NA NA NA 6.1
PIMCO Corp & Inc Strat (PCN) ........ N 14.09 15.73 + 11.6 7.8 PionrMuniHiIncOppty (MIO)-a ......... N 19.18 17.53 – 8.6 NS GS Real Est Div Inc:A (N/A) ............. z NA NA NA NA Griffin Inst Access Cd:C (N/A) ......... z NA NA NA 6.1
PIMCOHilnco (PHK) ....................... N 5.69 6.07 + 6.7 9.3 PioneerMunHiIcm (MHI)-a .............. N 12.87 11.51 – 10.6 4.4 GS Real Est Div Inc:C (N/A) ............. z NA NA NA NA Griffin Inst Access Cd:F (N/A) .......... z NA NA NA 6.1
PIMCO IncmStrFd (PFL) ................. N 10.18 10.42 + 2.4 9.5 Putnam Mgd Inc (PMM)-a ............... N 8.08 7.61 – 5.8 4.3 GS Real Est Div Inc:I (N/A) .............. z NA NA NA NA Griffin Inst Access Cd:I (N/A) .......... z NA NA NA 6.1
PIMCO IncmStrFd II (PFN) .............. N 8.97 9.19 + 2.5 9.7 Putnam Muni Opp (PMO)-a .............. N 13.49 12.82 – 5.0 4.4 GS Real Est Div Inc:L (N/A) .............. z NA NA NA NA Griffin Inst Access Cd:L (N/A) .......... z NA NA NA 6.1
Putnam Mas Int (PIM)-a ................... N 3.92 3.71 – 5.4 6.6 RiverNorth Flex Muni Inc (RFM) ...... N 22.08 20.23 – 8.4 5.4 GS Real Est Div Inc:P (N/A) ............. z NA NA NA NS Griffin Inst Access Cd:M (N/A) ........ z NA NA NA NS
Putnam Prem Inc (PPT)-a ................ N 4.38 4.10 – 6.4 7.3 RiverNorth Flx Mu Inc II (RFMZ) ...... N 19.28 17.55 – 9.0 NS GS Real Est Div Inc:W (N/A) ............ z NA NA NA NA PIMCO Flexible Cr I;A-1 (N/A) .......... z 9.31 NA NA NS
Western Asset Dvsfd Inc (WDI)-a ..... N 19.44 18.17 – 6.5 NS RiverNorth Mgd Dur Mun I (RMM) .. N 19.41 17.98 – 7.4 5.4 NexPointRlEstStrat;A (N/A) ............ z 20.72 NA NA 38.3 PIMCO Flexible Cr I;A-2 (N/A) .......... z 9.31 NA NA 8.0
World Income Funds RiverNorth Opps Muni Inc (RMI) ..... N 21.53 20.58 – 4.4 4.6 NexPointRlEstStrat;C (N/A) ............ z 20.95 NA NA 37.2 PIMCO Flexible Cr I;A-3 (N/A) .......... z 9.31 NA NA 7.7
Abrdn AP IncFd (FAX)-a ................... N 4.18 3.66 – 12.4 8.6 Western Asset Mgd Muni (MMU)-a .. N 13.72 12.54 – 8.6 3.8 NexPointRlEstStrat;Z (N/A) ............ z 20.95 NA NA 38.6 PIMCO Flexible Cr I;A-4 (N/A) .......... z 9.31 NA NA 7.7
Aberdeen Global Income (FCO)-a ..... N 5.90 6.96 + 18.0 11.4 Western Asset Mun Hi Inc (MHF)-a .. N 7.95 7.26 – 8.7 3.2 PREDEX;I (N/A) .............................. z 29.53 NA NA 22.0 PIMCO Flexible Cr I;Inst (N/A) ......... z 9.31 NA NA 8.5
BrndywnGLB Glb Inc Oppts (BWG)-a N 12.48 11.19 – 10.3 7.5 WstAstMuniPrtnrs (MNP)-a ............ N 16.50 14.69 – 11.0 3.6 PREDEX;T (N/A) ............................. z 29.70 NA NA 21.8 WA Middle Mkt Inc (N/A) ................. z 637.77 NA NA 5.3
EtnVncStDivInc (EVG)-a .................. N 12.90 13.13 + 1.8 8.7 Single State Muni Bond PREDEX;W (N/A) ............................ z 29.70 NA NA 21.8 Other Domestic Taxable Bond Funds
First Tr/Ab Glbl Inc (FAM) ................ N 9.36 9.23 – 1.4 9.8 BlackRock CA Mun (BFZ) ................ N 15.48 13.56 – 12.4 3.4 Principal Dvs Sel RA A (N/A) ........... z 26.93 NA NA 8.7 AFA MMC;Inst (N/A) ....................... z 9.95 NA NA NS
MS EmMktDomDebt (EDD) ............ N 6.28 5.46 – 13.1 6.9 BR MH CA Qly Fd Inc (MUC) ............ N 15.40 14.36 – 6.8 4.2 Principal Dvs Sel RA Ins (N/A) ......... z 26.99 NA NA 8.9 AFA MMC;Inv (N/A) ........................ z 9.94 NA NA NS
Ms EmMktDebtFd (MSD) ................ N 9.62 8.76 – 8.9 4.9 BR MH NJ Qly (MUJ) ....................... N 15.50 14.19 – 8.5 4.7 Principal Dvs Sel RA Y (N/A) ........... z 27.14 NA NA 9.2 Alternative Credit Inc:A (N/A) .......... z 11.01 NA NA 6.3
Nuveen EM Dbt 2022 Tg Tr (JEMD) . N 7.69 7.30 – 5.1 4.9 BR MH NY Qly (MHN) ..................... N 14.64 13.51 – 7.7 4.5 StoneCastle Financial Co (BANX) .... z NA 21.77 NA NA Alternative Credit Inc:C (N/A) .......... z 11.13 NA NA 5.6
PIMCO Dynamic Income (PDI) ........ N 23.95 24.86 + 3.8 10.2 BR MuniYld CA (MYC) .................... N 15.73 14.12 – 10.2 3.4 The Private Shares;A (N/A) ............. z 41.42 NA NA 19.7 Alternative Credit Inc:I (N/A) ........... z 11.03 NA NA 6.6
PIMCO Dynamic Inc Opp (PDO) ...... N 19.09 18.78 – 1.6 NS BR MuniYld CA Qly (MCA) ............... N 15.72 14.50 – 7.8 4.1 The Private Shares;I (N/A) ............... z 41.88 NA NA 20.0 Alternative Credit Inc:L (N/A) .......... z 11.01 NA NA 6.1
PIMCO Stratg Inc (RCS) .................. N NA 6.32 NA 9.0 BR MuniYld MI Qly (MIY) ................ N 15.32 14.22 – 7.2 4.3 The Private Shares;L (N/A) .............. z 40.98 NA NA 19.4 Alternative Credit Inc:W (N/A) ......... z 11.00 NA NA 6.3
StoneHarbor EM Tot Inc (EDI) ......... N 7.30 7.71 + 5.6 11.2 BR MuniYld NJ (MYJ) ..................... N 15.62 14.38 – 7.9 4.7 Angel Oak Str Crdt:Inst (N/A) .......... z 22.72 NA NA 13.6
BR MuniYld NY Qly (MYN) .............. N 14.04 13.43 – 4.3 4.3 Thirdline Real Estate I (N/A) ............ z 10.03 NA NA NS
StoneHarbor Emg Mkts Inc (EDF) ... N 6.15 6.24 + 1.5 12.9 USQ Core Real Estate:I (N/A) ........... z 28.48 NA NA 19.7 BR Credit Strat;A (N/A) ................... z 9.85 NA NA 5.5
Templeton Em Inc (TEI) .................. N 7.59 7.11 – 6.3 10.4 BR MuniYld PA Qly (MPA) ............... N 15.92 14.54 – 8.7 3.9 BR Credit Strat;Inst (N/A) ................ z 9.84 NA NA 6.3
BlackRock NY Mun (BNY) ............... N 14.58 13.60 – 6.7 5.0 USQ Core Real Estate:IS (N/A) ........ z 28.51 NA NA 19.8
Templtn Glbl Inc (GIM) ................... N 5.42 5.10 – 5.9 7.1 Versus Cap MMgr RE Inc:I (N/A)-a ... z 30.11 NA NA NE BR Credit Strat;U (N/A) ................... z 9.85 NA NA NS
Virtus Gl MSec Inc (VGI) ................. N NA 10.48 NA 9.5 BlackRock VA Mun (BHV) ............... N 15.20 18.60 + 22.4 2.9 BR Credit Strat;W (N/A) .................. z 9.85 NA NA NS
Del CO Muni Inc (VCF)-a ................... A 15.24 13.85 – 9.1 3.4 Versus Capital Real Asst (N/A) ........ z 26.83 NA NA 8.3
WstAstEmergDebt (EMD)-a ............. N 13.16 11.72 – 10.9 8.4 Wildermuth:A (N/A) ........................ z 13.61 NA NA 7.1 BlackRock Mlt-Sctr Oppty (N/A) ...... z 83.04 NA NA 7.6
Western Asset Gl Cr D Op (GDO)-a ... N 17.25 16.55 – 4.1 6.9 Del MN II (VMM)-a ........................... A 14.86 13.80 – 7.1 2.8 BlackRock Mlt-Sec Opp II (N/A) ...... z 86.23 NA NA 7.2
EVCAMuniBd (EVM)-a ..................... A 12.17 10.83 – 11.0 4.3 Wildermuth:C (N/A) ........................ z 12.96 NA NA 6.3
National Muni Bond Funds Wildermuth:I (N/A) ......................... z 13.73 NA NA 7.4 Carlyle Tact Pvt Cred:A (N/A) ........... z NA NA NA 6.6
AllBerNatlMunInc (AFB) ................. N 14.99 13.60 – 9.3 4.3 EVCAMuniIncm (CEV) .................... A 14.23 12.72 – 10.6 4.1 Carlyle Tact Pvt Cred:I (N/A) ............ z NA NA NA 7.1
Eaton Vance NY Muni Bd (ENX)-a ..... A 13.04 11.50 – 11.8 4.0 Income & Preferred Stock Funds
BlckRk Inv Q Mun (BKN) ................. N 16.09 16.21 + 0.7 4.7 A3 Alternative Inc (N/A) .................. z 7.87 NA NA – 13.5 Carlyle Tact Pvt Cred:L (N/A) ........... z NA NA NA 6.6
BlckRk L-T Muni Adv (BTA) ............. N 13.10 12.55 – 4.2 4.2 InvCaValMuIncTr (VCV) ................. N 13.30 12.25 – 7.9 4.0 Carlyle Tact Pvt Cred:M (N/A) .......... z NA NA NA 6.3
InvPAValMuIncTr (VPV) ................. N 14.01 12.63 – 9.9 4.2 Calamos L/S Eqty and DI (CPZ) ....... z 21.61 20.02 – 7.4 14.8
BlackRock Muni 2030 Tgt (BTT) ...... N 26.25 25.00 – 4.8 2.8 Destra Multi-Altrntv (N/A) ............... z 12.08 NA NA 4.9 Carlyle Tact Pvt Cred:N (N/A) .......... z NA NA NA 7.1
BlackRock Muni (BFK) .................... N 14.30 14.18 – 0.8 4.5 InvTrInvGrNYMu (VTN) .................. N 14.14 12.52 – 11.5 4.2 Carlyle Tact Pvt Cred:Y (N/A) ........... z NA NA NA 6.8
NeubrgrBrmCA (NBW) ................... A 15.21 13.45 – 11.6 3.8 First Trust Alt Opps;A (N/A) ............. z NA NA NA NS
BlackRock Muni II (BLE) ................. N 14.64 13.90 – 5.1 4.9 CION Ares Dvsfd Crdt;A (N/A) ......... z NA NA NA 5.4
NeubrgeBrmNY (NBO) ................... A 13.87 12.01 – 13.4 3.6 First Trust Alt Opps;A (N/A) ............. z NA NA NA NA CION Ares Dvsfd Crdt;C (N/A) ......... z NA NA NA 5.4
BlckRk Muni Inc Qly (BYM) ............. N 15.34 14.25 – 7.1 4.4 Nuveen AZ Qual Muni Inc (NAZ) ...... N 14.95 15.01 + 0.4 3.7 Flat Rock Opportunity (N/A) ............ z NA NA NA NA
BR Muni Income (MUI) ................... N 15.53 14.36 – 7.5 4.2 CION Ares Dvsfd Crdt;I (N/A) .......... z NA NA NA 5.3
Nuveen CA AMT-F Qual MI (NKX) .... A 16.17 14.85 – 8.2 4.2 Lord Abbett Spec Sit I:A (N/A) ......... z 9.97 NA NA NS CION Ares Dvsfd Crdt;L (N/A) .......... z NA NA NA 5.3
BR MuniAssets Fd (MUA) ............... N 14.58 14.21 – 2.5 4.0 Nuveen CA Val (NCA) ...................... N 10.56 9.78 – 7.4 3.0 Lord Abbett Spec Sit I:I (N/A) .......... z 9.97 NA NA NS
BR MuniHoldings Qly (MFL) ........... N 14.81 13.37 – 9.7 3.9 CION Ares Dvsfd Crdt;U (N/A) ......... z NA NA NA 5.3
NuveenCAQtyMuInc (NAC) ............. N 15.58 14.63 – 6.1 4.1 Variant Altrntv Inc:Inst (N/A) ........... z 28.08 NA NA 11.6 CION Ares Dvsfd Crdt:U2 (N/A) ....... z NA NA NA 5.3
BR MH Qly 2 (MUE) ......................... N 13.85 12.85 – 7.2 4.4 Nuveen CA Sel Tx-Free (NXC) .......... N 15.46 16.11 + 4.2 2.9 Variant Impact;Instl (N/A) ............... z 25.13 NA NA NS
BR MuniHoldngs (MHD) ................. N 16.79 15.36 – 8.5 4.3 CION Ares Dvsfd Crdt;W (N/A) ........ z NA NA NA 5.3
NuvGA Qual Muni Inc (NKG) ........... A 13.94 12.74 – 8.6 3.9 Zell Capital (N/A) ............................. z NA NA NA NS CNR Select Strategies (N/A) ............ z 12.29 NA NA 0.0
BR MuniVest Fd (MVF) .................... N 9.74 9.01 – 7.5 4.2 Nuveen MA Qual Muni Inc (NMT) .... N 14.82 14.70 – 0.8 3.4
BR MuniVest 2 (MVT) ..................... N 15.18 14.46 – 4.7 4.4 Convertible Sec's. Funds First Eagle Crdt Opps A (N/A) ........... z 26.25 NA NA 6.9
Nuveen Minn Qual Mun Inc (NMS) .. A 15.25 14.93 – 2.1 4.1 Calmos Dyn Conv and Inc (CCD) ..... z 26.89 26.59 – 1.1 – 9.5 First Eagle Crdt Opps I (N/A) ............ z 26.21 NA NA 7.7
BR MuniYield Fd (MYD) .................. N 14.85 13.45 – 9.4 4.5 Nuveen MO Qual Mun Inc (NOM) .... A 13.73 14.45 + 5.2 3.6
BR MuniYield Qlty (MQY) ................ N 16.03 14.73 – 8.1 4.9 12 mos FS Credit Income;A (N/A) ................ z NA NA NA 5.3
NuvNJ Qual Muni Inc (NXJ) ............. A 16.09 14.08 – 12.5 4.5 Stock Market Prem Yield FS Credit Income;I (N/A) ................. z NA NA NA 5.6
BR MuniYld Qlty2 (MQT) ................ N 14.10 13.06 – 7.4 4.4 Nuveen NY AMT/Fr Qual MI (NRK) .. A 14.68 13.11 – 10.7 4.1
BR MuniYld Qly 3 (MYI) .................. N 14.93 13.48 – 9.7 4.1 Fund Name (Symbol) Exch NAV Price /Disc 12/31/21 FS Credit Income;T (N/A) ................ z NA NA NA 5.1
Nuveen NY Val (NNY) ...................... N 10.06 9.46 – 6.0 2.9 FS Credit Income;U (N/A) ................ z NA NA NA 4.8
BNY Mellon Muni Bd Infra (DMB)-a .. N 14.27 13.52 – 5.3 4.4 Nuveen NY Qual Muni Inc (NAN) ..... N 15.17 13.48 – 11.1 4.1
BNY Mellon Muni Income (DMF) ..... A 9.08 8.23 – 9.4 4.6 World Equity Funds FS Credit Income;U-2 (N/A) ............ z NA NA NA 4.8
Nuveen NY Sel Tx-Free (NXN) ......... N 14.20 13.14 – 7.5 3.1 ACAP Strategic:A (N/A) ................... z 20.41 NA NA – 25.2 GL Beyond Income (N/A) ................ z 0.47 NA NA NE
BNY Mellon Str Muni Bond (DSM) ... N 8.18 7.54 – 7.8 4.3 Nuveen OH Qual Muni Inc (NUO) ..... N 17.08 15.12 – 11.5 3.6
BNY Mellon Strat Muni (LEO) .......... N 8.53 7.75 – 9.1 4.8 ACAP Strategic:W (N/A) .................. z 15.08 NA NA – 24.6 KKR CREDIT OPPTY;D (N/A) ........... z NA NA NA 7.7
Nuveen PA Qual Muni Inc (NQP) ..... N 15.75 14.01 – 11.0 4.5 Aspiriant Rsk-Mgd Cap Ap (N/A) ..... z NA NA NA NS KKR CREDIT OPPTY;I (N/A) ............ z NA NA NA 5.9
Del Inv Natl Muni Income (VFL)-a ..... A 14.83 13.25 – 10.7 3.7 Nuveen VA Qlty Mun Inc (NPV) ....... N 15.00 15.05 + 0.3 3.4
DTF Tax-Fr Inc 2028 Term (DTF) ..... N 15.25 13.49 – 11.5 3.1 CalamosGlbTotRet (CGO) ............... z 14.09 14.19 + 0.7 – 1.4 KKR CREDIT OPPTY;T (N/A) ........... z NA NA NA 5.2
PIMCO CA (PCQ) ............................ N NA 16.65 NA 4.2 CPG Cooper Square IE A (N/A) ........ z NA NA NA NA KKR CREDIT OPPTY;U (N/A) ........... z NA NA NA 5.2
DWS Muni Inc (KTF) ....................... N 12.38 11.19 – 9.6 4.2 PIMCOCAMuniII (PCK) ................... N NA 8.65 NA 4.1
DWS Strat Mun (KSM) .................... N 12.49 11.30 – 9.6 4.4 CPG Cooper Square IE I (N/A) ......... z NA NA NA NA Lord Abbett Cred Opps Fd (N/A) ...... z 10.55 NA NA 6.1
Pimco CA Muni III (PZC) ................. N NA 9.94 NA 4.1 Primark Priv Eq Inv:I (N/A) .............. z NA NA NA NA Lord Abbett Cred Opps Fd (N/A) ...... z 10.55 NA NA 6.8
EVMuniBd (EIM)-a ........................... A 13.60 12.40 – 8.8 4.3 PIMCO NY (PNF) ............................ N 11.78 11.62 – 1.4 4.1
EVMuniIncm (EVN) ........................ N 13.86 12.65 – 8.7 4.1 Thornburg Inc Bldr Opps (TBLD.O) . z 19.86 18.98 – 4.4 NS Lord Abbett Crd Op:U (N/A) ............. z 10.55 NA NA 6.1
PIMCONYMuniII (PNI) ................... N 11.31 10.55 – 6.7 4.2 VirtusTotalRetFd (ZTR) ................... z NA 9.32 NA NA Palmer Square Opp Inc (N/A) .......... z 18.44 NA NA 4.7
EVNatMuniOpp (EOT)-a ................... N 21.59 20.74 – 3.9 3.4 Pimco NY Muni III (PYN) ................. N 8.98 8.85 – 1.4 4.5
FedHrmsPremMuI (FMN)-a ............. N 15.27 13.91 – 8.9 4.3 U.S. Mortgage Bond Funds Thrivent Church Ln&Inc:S (N/A) ..... z 10.31 NA NA 2.5
Continuously Offered
InvAdvMuIncTrII (VKI) ................... A 11.84 11.05 – 6.7 4.7 52 Week Arca US Treasury (N/A) ................... z NA NA NA 0.0 World Income Funds
Invesco MuniOp (OIA) .................... N 7.70 7.49 – 2.7 4.6 Stock Market Prem Market Loan Participation Funds BlueBay Destra Itl E:A (N/A) ............ z 22.86 NA NA 6.3
InvescoMuOppTr (VMO) ................ N 13.28 12.69 – 4.4 4.6 1WS Credit Income;A2 (N/A) .......... z NA NA NA NS BlueBay Destra Itl E:I (N/A) .............. z 22.87 NA NA 6.5
Fund Name (Symbol) Exch NAV Price /Disc Return BlueBay Destra Itl E:L (N/A) ............. z 22.84 NA NA 6.1
InvescoMuTr (VKQ) ........................ N 13.30 12.18 – 8.4 4.7 1WS Credit Income;Inst (N/A) ......... z NA NA NA 6.1
InvescoQual Inc (IQI) ...................... N 13.38 12.14 – 9.3 4.5 General Equity Funds AlphCntrc Prime Merid In (N/A) ....... z 9.55 NA NA 9.2 BlueBay Destra Itl E:T (N/A) ............. z 22.79 NA NA 5.8
InvTrInvGrMu (VGM) ..................... N 13.69 12.54 – 8.4 4.6 Alternative Strategies:I (N/A) .......... z 6.64 NA NA 25.7 Axonic Alternative Inc (N/A) ............ z NA NA NA 11.9 Oaktree Dvsfd Income;D (N/A) ........ z 9.90 NA NA NS
InvescoValMunInc (IIM) ................. N 16.25 14.98 – 7.8 4.5 AMG Pantheon:1 (N/A) ................... z NA NA NA NA Blackstone FR EI D (N/A) ................. z 24.10 NA NA 5.3 National Muni Bond Funds
MAINSTAY:MK DEFTR MUN OP (MMD) N 20.55 19.98 – 2.8 4.6 BOW RIVER CAPTL EVGN;I (N/A) .... z NA NA NA NA Blackstone FR EI I (N/A) .................. z 24.07 NA NA 5.6 Ecofin Tax-Adv Soc Impct (N/A) ...... z 9.70 NA NA 4.1
MFS HgIncMuniTr (CXE)-a .............. N 5.24 4.72 – 9.9 4.7 BOW RIVER CAPTL EVGN;II (N/A) .. z NA NA NA N Blackstone FR EI T (N/A) ................. z 24.02 NA NA 5.1 Nuveen En HY Muni Bd:A (N/A) ....... z 9.83 NA NA NS
MFS HgYldMuniTr (CMU)-a ............. N 4.74 4.24 – 10.5 4.5 Specialized Equity Funds Blackstone FR EI T-I (N/A) ............... z 24.62 NA NA 5.1 Nuveen En HY Muni Bd:I (N/A) ........ z 9.84 NA NA NS
NeubrgrBrm (NBH) ......................... A 14.73 14.90 + 1.2 4.8 Aspiriant Rsk-Mgd RA (N/A) ........... z NA NA NA NS Blackstone FR EI U (N/A) ................. z 25.08 NA NA 5.1 PIMCO Flex Mun Inc;A-3 (N/A) ........ z 11.70 NA NA 1.6
Nuveen AMT-Fr Mu Val (NUW) ........ N 16.99 15.72 – 7.5 2.7 Bluerock Total Inc+ RE:A (N/A) ........ z NA NA NA NA Bluestone Commnty Dev (N/A) ....... z 9.89 NA NA 2.5 PIMCO Flex Mun Inc:A1 (N/A) ......... z 11.70 NA NA 1.8
Nuveen AMT-Fr Qlty Mun I (NEA) .... A 15.45 14.23 – 7.9 4.5 Bluerock Total Inc+ RE:C (N/A) ........ z NA NA NA NA BNYM Alcntr Glb MS Cr Fd (N/A) ..... z 102.59 NA NA 7.6 PIMCO Flex Mun Inc;A2 (N/A) ......... z 11.70 NA NA 1.9
Nuveen AMT-Fr Mu CI (NVG) .......... A 16.99 15.85 – 6.7 4.5 Bluerock Total Inc+ RE:I (N/A) ......... z NA NA NA NA CliffwaterClFd;I (N/A) ...................... z 10.65 NA NA 7.0 PIMCO Flex Mun Inc;Inst (N/A) ....... z 11.70 NA NA 2.3

TOP SAVINGS DEPOSIT YIELDS

Money Market Account1 One-Year CDs Five-Year CDs
Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
Axos Bank San Diego,CA (877)541-2634 10000 0.61 (CD) 0.61 PenFed Credit Union Alexandria,VA (800)247-5626 1000 0.85 (MA) 0.85 PenFed Credit Union Alexandria,VA (800)247-5626 1000 1.29 (MA) 1.30
LendingClub Bank Boston,MA (800)242-0272 2500 0.60 (CM) 0.60 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.60 (CM) 0.60 TIAA Bank Jackson,FL (888)882-3837 1000 1.04 (CD) 1.05
Ally Bank Philadelphia,PA (877)247-2559 1 0.50 (CD) 0.50 BankDirect Dallas,TX (877)839-2737 10000 0.60 (CD) 0.60 Capital One 360 Wilmingtn,DE (877)469-0232 1 1.00 (CM) 1.00
American Express Salt Lake City,UT (800)446-6307 1 0.50 (CD) 0.50 Ally Bank Philadelphia,PA (877)247-2559 1 0.55 (CD) 0.55 Travis CU Concord,CA (800)435-4040 500 1.00 (CM) 1.00
First Internet Bank Indianapolis,IN (888)873-3424 100 0.50 (CM) 0.50 Barclays Bank Wilmingtn,DE (888)710-8756 1 0.55 (CD) 0.55 Emigrant Direct New York,NY (800)836-1997 1000 1.00 (CD) 1.00
Six-Month CDs2 2½-Year CDs 90-Day Jumbo CDs
Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
BankDirect Dallas,TX (877)839-2737 10000 0.50 (CD) 0.50 Capital One 360 Wilmingtn,DE (877)469-0232 1 0.70 (CM) 0.70 TIAA Bank Jackson,FL (888)882-3837 1000 0.35 (CD) 0.35
PenFed Credit Union Alexandria,VA (800)247-5626 1000 0.45 (MA) 0.45 Discover Bank Greenwood,DE (800)347-7000 2500 0.70 (CD) 0.70 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.25 (CM) 0.25
First Internet Bank Indianapolis,IN (888)873-3424 1000 0.45 (CM) 0.45 TIAA Bank Jackson,FL (888)882-3837 1000 0.69 (CD) 0.70 Axos Bank San Diego,CA (877)541-2634 1000 0.20 (CD) 0.20
iGobanking.com Flushing,NY (888)432-5890 1000 0.45 (CD) 0.45 Community Commerce Bk Los Angeles,CA (323)268-6100 10000 0.55 (CM) 0.55 Ohio Savings Bk - Cleveland Cleveland,OH (800)696-2222 2500 0.20 (CD) 0.20
TIAA Bank Jackson,FL (888)882-3837 1000 0.40 (CD) 0.40 ProGrowth Bank Gaylord,MN (888)922-2265 25000 0.51 (CA) 0.51 MyBankingDirect.com Westbury,NY (866)285-1856 2500 0.20 (CD) 0.20
1Including passbook, statement savings, and bank-offered liquid asset accounts.
Yields are based on the stated rate and compounding method in effect Friday and are subject Source: (c) 2021, Curinos, 30501 Agoura Road, 2nd Floor, Agoura Hills, CA 91301
2Six-month CD yields assume reinvestment of principal and interest at the same rate for an to change. Phone to verify before investing or sending money. 818-880-8877. All rights reserved. May not be reproduced or retransmitted in any form with-
additional six months. out express written consent of Curinos.
(CC) Compounded continuously; (SA) compounded semiannually; (CD) compounded daily;
Rates are the highest yields on six types of accounts offered by federally-insured banks and (CA) compounded annually; (CM) compounded monthly; (SI) simple interest; (CQ) com-
savings associations nationwide. pounded quarterly
64 BARRON’S January 24, 2022

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 Jan 17 18 19 20 21
Daily Jan 17 18 19 20 21 COMPONENTS Change INDUSTRIALS
37550 NY Up ... 167,667 266,798 198,267 165,625
3M -6.09 NY Off ... 863,197 669,734 719,870 1,106,459
Open (t) … 35544.04 35506.41 35160.26 34733.25
Open (a) … 35661.76 35412.30 35102.66 34701.69 American Express -9.66 NY Up - Composite ... 788,349 1,375,035 1,019,310 614,754
NY Off - Composite ... 3,891,821 3,069,343 3,482,133 4,860,462
10:00 … 35357.16 35520.42 35345.93 34649.67 Amgen -7.64 NYSE Amer UP ... 2,434 11,065 2,341 809
10:30 … 35407.65 35281.83 35315.62 34579.23 Apple -10.66 NYSE Amer Off ... 12,385 6,468 11,994 22,691
11:00 … 35374.95 35341.05 35444.50 34795.05
11:30 … 35396.68 35356.73 35447.21 34832.06 Boeing -20.52 36900 NASD Up ... 1,354,763 1,466,647 1,697,977 885,994
NASD Off ... 3,671,340 3,094,275 3,310,139 4,879,736
12:00 … 35415.96 35417.53 35420.29 34650.72 Caterpillar -14.85 NYSE Arca UP ... 54,809 141,165 109,539 89,831
12:30 … 35335.99 35468.05 35381.03 34600.15 Chevron -2.05 NYSE Arca Off ... 286,041 189,796 224,412 393,107
1:00 … 35269.82 35433.93 35341.12 34529.57 % (QCHA) ... –1.75 –.80 –1.04 –1.82
1:30 … 35326.16 35362.23 35293.75 34484.72 Cisco Systems -4.68
% (QACH) ... –1.20 +.76 –1.47 –3.38
2:00 … 35423.13 35313.30 35251.73 34515.87 Coca-Cola -0.94 36250 % (QCHAQ) ... –2.37 –.99 –1.17 –2.68
2:30 … 35426.92 35181.95 35201.03 34440.78 Disney -14.56 Market Advance/Decline Totals
3:00 … 35502.20 35244.16 35156.06 34342.70
3:30 … 35396.63 35201.17 34997.82 34256.57
Dow -4.02 Week ended last Friday compared to previous Friday
Close … 35368.47 35028.65 34715.39 34265.37 Goldman Sachs -37.03 Weekly Comp. NYSE NYSE Amer Nasdaq NYSE Arca
High (t) … 35742.49 35816.94 35602.01 35026.54 Home Depot -22.90 Total Issues 3,670 294 5,347 1,828
Low (t) … 35065.13 34903.36 34614.45 34160.58 35600 Advances 339 54 581 265
Honeywell Intl -12.55 Declines 3,263 232 4,633 1,544
High (a) … 35661.76 35547.83 35490.20 34896.67
Low (a) … 35262.02 35015.49 34670.12 34229.55 IBM -4.86 Unchanged 68 8 133 19
New Highs 150 6 163 63
Change … –543.34 –339.82 –313.26 –450.02 Intel -3.66 New Lows 651 74 1,644 448
Theoretical (t): High 35816.94 Low 34160.58 Johnson & Johnson -2.97
Actual (a): High 35661.76 Low 34229.55 NYSE Composite Daily Breadth
JPMorgan Chase -12.81 34950 Daily Jan 17 18 19 20 21
Dow Jones 20 Transport (divisor: 0.16343894576034) McDonald's -3.12 Issues Traded ... 3,541 3,522 3,524 3,559
Advances ... 526 1,063 853 680
Open (t) … 15719.26 15715.53 15690.81 15493.86 Merck -1.40 Declines ... 2,906 2,316 2,503 2,757
Open (a) … 15848.99 15675.82 15621.83 15521.85 Unchanged ... 109 143 168 122
Microsoft -14.17 New Highs ... 97 50 32 8
10:00 … 15656.93 15648.55 15743.93 15334.14
Nike Cl B -5.23 34300 New Lows ... 299 312 264 525
10:30 … 15733.00 15554.80 15755.82 15337.26 Blocks - primary ... 4,437 4,268 4,320 5,337
11:00 … 15687.27 15640.97 15846.06 15534.52 Procter & Gamble 2.81 Total (000) - primary ... 1,042,104 941,710 939,717 1,285,929
11:30 … 15726.88 15607.63 15829.05 15558.83 Total (000) ... 4,756,867 4,478,131 4,627,705 5,569,643
Salesforce.com -12.60
12:00 … 15711.40 15695.88 15868.33 15424.54 NYSE American Composite
12:30 … 15629.41 15691.83 15892.36 15430.73 Travelers Cos -0.60
Daily Jan 17 18 19 20 21
1:00 … 15605.47 15644.34 15854.85 15412.45 UnitedHealth Group -7.52 33650 Issues Traded ... 284 280 280 285
1:30 … 15604.79 15645.60 15842.37 15392.95 Verizon Communications -0.12 Advances ... 75 126 75 38
2:00 … 15667.59 15626.72 15836.16 15393.28 Declines ... 194 145 188 239
Visa Cl A -8.74 Unchanged ... 15 9 17 8
2:30 … 15648.49 15610.46 15792.19 15361.15 New Highs ... 3 1 2 1
3:00 … 15725.88 15656.93 15757.75 15354.10 Walgreens Boots Alliance -1.80 New Lows ... 30 38 27 61
Blocks - primary ... 156 155 152 184
3:30 … 15680.38 15655.79 15667.63 15288.42 Walmart -4.87 Total (000) - primary ... 16,082 18,615 15,182 23,539
Close … 15657.47 15588.08 15521.64 15247.28 33000 Total (000) ... 187,899 274,628 202,306 243,747
High (t) … 15895.39 15836.86 15985.20 15635.38
Low (t) … 15480.03 15463.69 15441.91 15118.61 Nasdaq
High (a) … 15848.99 15769.66 15896.52 15574.64
TRANSPORTATION 18500 Daily Jan 17 18 19 20 21
Low (a) … 15580.47 15540.42 15509.55 15212.74 Alaska Air Group -3.77 Issues Traded ... 4,895 4,958 4,970 5,097
Advances ... 792 1,543 1,403 901
Change … –247.49 –69.39 –66.44 –274.36 American Airlines Group -2.19 Declines ... 3,913 3,182 3,350 4,000
Theoretical (t): High 15985.20 Low 15118.61
18000 Unchanged ... 190 233 217 196
Avis Budget Group -20.22
Actual (a): High 15896.52 Low 15212.74 New Highs ... 89 38 26 22
CH Robinson Worldwide -3.31 New Lows ... 817 769 679 1,315
17500 Blocks - primary ... 27,225 23,088 25,574 28,033
Dow Jones 15 Utilities (divisor: 1.29685261171310) CSX -2.34 Total (000) ... 5,040,919 4,628,037 5,056,047 5,835,991
Open (t) … 944.98 943.00 946.55 951.18 Delta Air -2.45
Open (a) … 950.76 942.81 946.12 946.82 17000 NYSE Arca Composite
Expeditors Intl of Wash -5.51 Daily Jan 17 18 19 20 21
10:00 … 940.63 946.96 952.02 956.00
FedEx -11.31 Issues Traded ... 1,694 1,690 1,709 1,724
10:30 … 939.54 944.45 951.41 952.19 16500 Advances ... 209 577 356 312
11:00 … 943.72 949.71 955.02 953.73 JB Hunt Transport -3.12 Declines ... 1,474 1,090 1,330 1,397
11:30 … 944.82 952.81 955.76 951.32 Unchanged ... 11 23 23 15
JetBlue Airways -1.08 New Highs ... 41 32 24 7
12:00 … 942.18 954.09 955.13 951.57 16000 New Lows ... 294 182 217 261
12:30 … 939.87 952.70 954.95 952.12 Kirby Corp -4.52 Blocks - primary ... 1,226 1,321 1,255 1,736
1:00 … 936.65 950.44 954.21 948.97 Landstar System -4.38 Total (000) - primary ... 341,307 332,749 335,215 484,042
15500 Total (000) ... 1,896,018 1,864,790 1,987,888 2,728,698
1:30 … 938.96 950.08 953.45 947.70 Matson 3.93
2:00 … 941.37 946.18 954.55 947.32
2:30 … 944.04 947.59 954.58 948.27
Norfolk Southern -11.86 15000
3:00 … 944.78 949.24 952.92 945.65 Old Dominion Freight Line -19.31 OTHER MARKET INDEXES
3:30 … 942.77 949.82 949.71 942.84 Ryder System -3.98 14500 Daily 1/17 1/18 1/19 1/20 1/21
Close … 942.76 944.56 945.60 943.75 Southwest Airlines -2.45 NYSE Amer Comp ... 3637.90 3613.53 3579.12 3498.92
High (t) … 950.81 956.19 958.65 958.39 AmMajorMkt ... 3142.51 3119.53 3089.00 3034.96
Low (t) … 932.68 939.28 940.67 940.91 Union Pacific 0.06 14000 BNY ADR Idx ... 165.64 164.84 164.06 160.96
High (a) … 950.76 954.39 957.02 956.58 United Airlines -5.09 Europe ... 149.66 149.39 148.20 145.98
Low (a) … 934.83 942.42 944.29 941.86 United Parcel Service B -4.59 Latin Am 191.20 189.39 192.41 191.41 189.77
Change … –10.31 +1.80 +1.04 –1.85 13500 Asia ... 216.99 214.09 214.12 208.55
Theoretical (t): High 958.65 Low 932.68 Emerg M ... 357.82 356.22 355.79 345.95
UTILITIES DJ US TSM Float ... 46372.72 45903.33 45369.23 44480.38
Actual (a): High 957.02 Low 934.83
1000 Nasdaq Cmp ... 14506.90 14340.26 14154.02 13768.92
AES -0.11 100 Index ... 15210.76 15047.84 14846.46 14438.40
Dow Jones 65 Composite (divisor: 0.77270358779047)
American Elec Power -1.01 Indus. ... 10648.78 10523.31 10387.34 9974.07
Open (t) … 11890.26 11878.76 11811.53 11693.79 Insur. ... 11224.56 11086.56 11063.08 10922.55
Open (a) … 11950.50 11851.57 11784.89 11686.19 American Water Works -2.18 Banks ... 5314.99 5196.04 5072.92 4954.52
10:00 … 11833.08 11873.99 11868.39 11651.68 Atmos Energy -1.46 970 Computer ... 11214.29 11081.72 10925.73 10690.44
10:30 … 11857.26 11803.10 11863.94 11632.11 Telecom ... 467.42 463.84 459.31 450.46
Consolidated Edison -0.86 NYSE Comp.-z ... 16950.91 16818.98 16663.77 16397.34
11:00 … 11848.18 11841.79 11914.39 11718.80
11:30 … 11862.66 11843.02 11912.57 11727.16 Dominion Energy 0.14 Financial-z ... 10321.04 10172.24 10101.61 9936.40
12:00 … 11858.75 11875.76 11914.53 11663.56 Duke Energy -1.06 940 Health Care-z ... 23000.88 22907.28 22782.08 22588.62
Energy-z ... 10603.69 10563.37 10421.38 10194.00
12:30 … 11821.82 11882.50 11911.61 11655.87 Edison Intl -0.77 Russell 1000 ... 2528.67 2504.01 2475.86 2427.56
1:00 … 11798.37 11861.96 11894.59 11632.87 2000 ... 2096.23 2062.78 2024.04 1987.92
1:30 … 11812.94 11847.54 11881.37 11617.81
Exelon 0.53 3000 ... 2660.81 2633.86 2603.06 2552.54
2:00 … 11849.54 11827.39 11873.65 11623.35 FirstEnergy -0.24 910 Value-v ... 1645.70 1631.41 1615.89 1593.91
Growth-v ... 2834.06 2803.51 2767.34 2697.58
2:30 … 11850.71 11800.53 11854.44 11603.40 NextEra Energy -0.60 MidCap ... 3138.11 3104.00 3061.56 3007.26
3:00 … 11883.11 11825.34 11835.55 11578.26
Public Service Enterprise 0.19 S&P 100 Index ... 2110.13 2090.13 2068.11 2024.95
3:30 … 11849.38 11817.64 11780.03 11542.74
Close … 11838.99 11760.60 11686.78 11537.28 Sempra -3.06 880 500 ... 4577.11 4532.76 4482.73 4397.94
Ind. ... 6380.37 6321.56 6243.60 6118.05
High (t) … 11976.27 11987.54 11980.84 11793.42 Southern -0.85 MidCap ... 2724.07 2687.06 2639.28 2594.49
Low (t) … 11724.98 11700.84 11641.83 11484.73 SmallCap ... 1351.74 1328.24 1300.11 1282.27
Xcel Energy -0.75 Value Line(A) 9821.25 9615.59 9513.74 9366.64 9197.94
High (a) … 11950.50 11904.37 11930.06 11740.83
Low (a) … 11793.07 11756.02 11674.30 11532.58
850 Value Line(G) 663.47 649.41 642.40 632.34 620.80
Jul Aug Sep Oct Nov Dec Jan DJ US Small TSM ... 14348.18 14130.32 13885.25 13617.26
Change … –176.34 –78.39 –73.82 –149.50
(A)-Arithmetic Index. (G)-Geometric Index.
Theoretical (t): High 11987.54 Low 11484.73 Note: Theoretical highs and lows are shown. (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec.
Actual (a): High 11950.50 Low 11532.58 31,2002=5000.
January 24, 2022 BARRON’S 65

Market Laboratory
INDEXES' P/ES & YIELDS PER SHARE VALUES OF STOCKS IN THE DOW BARRON'S 50-STOCK AVERAGE
JONES AVERAGES
DJ latest 52-week earnings and dividends adjusted by Dow Divisors at Friday's close. S&P Dec. 4-quarter's GAAP earnings as This index is a weighted average of 50 leading issues.
reported and indicated dividends based on Friday close.S&P 500 P/E ratios based on GAAP earnings as reported. For additional This is a list of the Dow Jones trailing 52-week diluted Useful in security valuation. Source: Barron's Stats
earnings series, please refer to www.spglobal.com. DJ latest available book values for FY 2020 and 2019, and S&P latest for 2020 and share earnings, dividends and book values as reported
2019. r-Revised data Jan 20 Jan 13 Jan Yr-to-Yr
by the company. Bolded numbers indicate new values. 2022 2022 2021 % Chg
Last Prev. Year Last Prev. Year
Week Week Ago Week Week Ago Sources Barron's Stats and FactSet.
S&P 500 Index 4482.73 4659.03 3809.95 17.66
DJ Ind Avg 34265.37 35911.81 30996.98 Divs Yield % 2.96 2.93 3.21 Industrial Stocks Barron's 50 Index 11590.80 11879.30 9928.00 16.75
Divs $ 27.94 27.94 27.53 Book Book
P/E Ratio 20.96 22.04 29.70 Earns Divs. Value Earns Divs. Value Projected quarterly earn 146.81 147.16 93.98 56.22
Earns Yield % 4.77 4.54 3.37 Mkt to Book 2.40 2.43 2.29
Earns $ 1634.64 1629.50 1043.84 Book Value $ 392.45 392.45 374.40 Am Exp 9.57 1.72 28.55 Johnson&John 6.69 4.19 24.04 Annualized projected earn 587.25 588.66 375.91 56.22
Amgen 9.71 7.04 16.27 JPMorgChase 15.35 3.80 81.75
Divs Yield % 1.84 1.76 1.90 S&P 500 Index 4397.94 4662.85 3841.47 Apple 5.62 0.865 3.85 McDonalds 9.70 5.25 (10.50)
Annualized projected P/E 19.74 20.18 27.1 –27.16
Divs $ 631.55 630.51 590.21 P/E Ratio 25.08 26.59 39.11 Boeing (14.76) Suspended (31.45) Merck Co 2.83 2.64 10.01 Five-year average earn 448.17 448.31 395.14 13.42
Mkt to Book 5.24 5.49 4.63 Earns Yield % 3.99 3.76 2.56 Caterpillar 8.35 4.36 28.11 Microsoft 8.94 2.30 18.88 Five-year average P/E 25.86 26.50 25.1 2.94
Book Value $ 6543.35 6543.35 6688.86 Earns $ 175.36 175.36 98.22 Chevron Corp 5.18 5.31 68.40 Nike Inc 3.82 1.13 8.09
Cisco Sys 2.69 1.48 8.95 Proc Gam 5.47 3.4792 18.73 Year-end earn 544.38 544.73 314.70 72.98
DJ Trans Avg 15247.28 15904.96 12856.54 Divs Yield % 1.41 1.33 1.49
P/E Ratio 24.05 27.11 0.00 Divs $ 62.01 62.02 57.24
Coca Cola 2.04 1.68 4.49 3M Co 10.19 5.92 22.27 Year-end P/E 21.29 21.81 31.5 –32.51
Disney Walt 1.10 0.00 46.18 Salesforce.com 1.81 0.00 45.15
Earns Yield % 4.16 3.69 0.00 Mkt to Book 4.74 5.03 4.20 Dow 7.71 2.80 16.73 Travelers Cos 14.06 3.49 115.69 Year-end earns yield, % 4.70 4.59 3.2 48.13
Earns $ 633.88 586.76 (149.43) Book Value $ 927.52 927.52 914.49 Goldman Sachs 59.45 6.50 246.24 UnitedHealth Grp 18.08 5.60 69.23 Best grade bond yields, % 2.54 2.45 1.41 79.82
Divs Yield % 1.01 0.97 1.19 Home Depot 14.96 6.60 3.06 Verizon 5.33 2.535 16.39
S&P Ind Index 6118.05 6499.01 5424.51 Honeywell 7.78 3.77 25.19 Visa 5.63 1.335 14.65 Bond yields/stock ylds, % 0.54 0.53 0.45 21.32
Divs $ 154.69 154.69 153.03 P/E Ratio 29.49 31.32 44.70
Mkt to Book 5.16 5.38 3.79
IBM 5.29 6.55 23.07 Walgreens 7.42 1.89 23.84 Actual year-end divs 222.70 222.47 211.23 5.43
Earns Yield % 3.39 3.19 2.24 Intel 5.15 1.39 19.95 Wal-mart 2.86 2.20 28.69
Book Value $ 2957.33 2957.33 3389.19 Earns $ 207.49 207.49 121.36
Actual yr-end divs yld, % 1.92 1.87 2.13 –9.72
Transportation Stocks
DJ Utility Avg 943.75 953.07 857.94 Divs Yield % 1.27 1.20 1.33 Alaska Air Group 0.16 Suspended 24.05 KC Southern 1.02 2.11 44.50
P/E Ratio 30.85 31.16 23.23 Divs $ 77.70 77.99 72.15 American Airlines (3.13) Suspended (11.05) Kirby Corp (3.93) Nil 51.37
Earns Yield % 3.24 3.21 4.30 Mkt to Book 6.53 6.94 5.74 Avis Budget Grp 2.54 Nil -2.21 Landstar Sys 8.69 0.92 18.02 STOCK VOLUME
Earns $ 30.59 30.59 36.93 Book Value $ 936.72 936.72 944.26 C.H. Robinson 5.65 2.08 14.00 Matson Inc 14.19 1.06 22.25
CSX Corp 1.68 0.372 17.18 Norf Southern 11.64 4.16 58.67 Last Prev. Year YOY
Delta Air Lines 0.42 Suspended 2.40 Ryder Sys 6.72 2.26 41.98 Week Week Ago % Chg
144 FILINGS Expeditors Int'l 6.76 1.16 15.71 Southwest Air (0.05) 0.00 15.03 NYSE(a) 4,209,459 4,442,993 3,990,676 5.48
FedEx 18.15 2.90 90.40 Un Pacific 9.34 4.29 25.26 30 Dow Inds (b) 1,713,300 1,830,538 1,631,920 4.99
Hunt (JB) 7.14 1.18 24.61 UPS 7.42 4.07 0.76 20 Dow Trans (b) 522,951 530,311 424,682 23.14
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to sell shares. Shares Indi- JetBlue Air (1.52) Nil 12.50 United Airlines (6.18) Nil 19.11 15 Dow Utils (b) 235,613 257,608 190,274 23.83
cated: the number to be sold. Sales Date: the approximate date of the sale. (Sometimes shares aren't sold, even though their owner Utility Stocks 65 Dow Stks (b) 2,471,864 2,618,458 2,246,875 10.01
NYSE American (a) 73,419 76,716 201,640 -63.59
has filed a Form144.) Source: Thomson Reuters AES Corp. (0.21) 0.602 3.96 Exelon 0.99 1.53 33.39 Nasdaq(d) 20,560,994 22,362,552 26,080,747 -21.16
Am Elec 4.79 3.00 41.38 FirstEnergy 2.03 1.56 13.32 NYSE 15 Most Active
Shares Sale American Water Works 4.20 2.3575 35.60 NextEra Energy 1.20 1.54 18.63
Company Sym Indicated $ Value Date Seller Title Average Price 24.56 27.93 27.56 -10.89
Atmos Energy 5.16 2.555 53.95 Xcel Energy 2.92 1.82 27.12 % Tot Vol 14.95 15.90 22.69 -34.11
Ares Management ARES 500,000 37,345,000 1/11/22 Arougheti, Michael AF Con Ed 3.36 3.09 55.11 Pub Sv Ent (1.32) 2.04 31.71 Stock Offerings $(z,v) 3,017,700 r3,066,100 15,884,100 -81.00
Dominion Energy 3.17 2.52 29.44 Sempra Energy 3.64 4.40 70.11
Doordash DASH 320,000 42,739,200 1/11/22 Xu, Tony AF Duke Energy 3.83 3.90 59.82 Southn Co. 2.97 2.62 25.45 Daily Stock Volume
Datadog DDOG 254,576 37,829,994 1/12/22 Pomel, Olivier AF Edison Int'l 1.33 2.688 37.08
Essent ESNT 250,000 12,457,500 1/13/22 Casale, Mark AF Daily 1/17 1/18 1/19 1/20 1/21
Nexstar Media NXST 250,000 42,500,000 1/13/22 Sook, Perry CEO NYSE(a) ... 1,042,104 941,710 939,717 1,285,929
Ftc Solar FTCI 150,000 954,000 1/7/22 Springer, David AF DISTRIBUTIONS & OFFERINGS 30 Inds (b) ... 427,260.0 393,081.8 369,073.4 523,885
Enanta Pharmaceuticals ENTA 148,950 10,560,555 1/11/22 Adda, Nathalie AF 20 Trans (b) ... 118,965.9 103,204.1 133,036.0 167,745
15 Utils (b) ... 59,834.9 51,004.4 58,024.5 66,749
Micron Technology MU 100,000 9,630,000 1/14/22 Mehrotra, Sanjay AF Secondary Distributions of common stocks 65 Stks (b) ... 606,060.9 547,290.3 560,134.0 758,379
Micron Technology MU 97,107 9,268,863 1/14/22 Bhatia, Manish AF American Homes 4 Rent 23,000,000 $39.15 $900,450,000 NYSE Amer(a) ... 16,082 18,615 15,182 23,539
Chevron CVX 90,000 11,259,900 1/11/22 Johnson, James AF China SXT Pharmaceuticals 22,777,774 $0.18 $4,099,999
Nasd(d) ... 5,040,919 4,628,037 5,056,047 5,835,991
NYSE 15 Most Active
Enviva 4,945,000 $70.00 $346,150,000 Avg. Price ... 42.25 25.67 31.64 25.00
THE WEEK IN STOCKS FOR THE MAJOR INDEXES % Tot Vol ... 15.06 15.69 14.36 15.64
Oceanpal 16,200,000 $0.77 $12,474,000 Numbers in thousands save price and percentages. (a) Primary
12-Month Weekly Friday Weekly 12-Month Change From Perella Weinberg Ptnrs 3,502,033 $10.75 $37,646,855 volume. (b) Composite volume. (d) as of 4:10 pm. (r) Revised. (v)
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/31 % Chg. W/E Thursday. (z) Source: Refinitiv.
Dow Jones Indexes Signature Bank 2,100,000 $352.00 $739,200,000
36799.65 29982.62 30 Indus 35368.47 34265.37 34265.37 –1646.44 –4.58 3268.39 10.54 –2072.93 –5.70 Star Equity Holdings 9,500,000 $1.50 $14,250,000
17039.38 12087.99 20 Transp 15657.47 15247.28 15247.28 –657.68 –4.14 2390.74 18.60 –1230.98 –7.47 Source: Dealogic LLC, New York City; (212) 577-4400. Coming U.S. Auctions
980.78 795.61 15 Utilities 945.60 942.76 943.75 –9.32 –0.98 85.81 10.00 –37.03 –3.78 Yields (%)
12360.33 9877.01 65 Comp 11838.99 11537.28 11537.28 –478.05 –3.98 1289.09 12.58 –729.57 –5.95
Day When Last
Dow Jones Indexes Issued* Auction
48918.18 39056.49 US TSM Float 46372.72 44480.38 44480.38 –2835.76 –5.99 4022.06 9.94 –4153.93 –8.54 DELTA MARKET SENTIMENT INDICATOR
1188.95 939.40 US Market 1128.38 1083.17 1083.17 –67.46 –5.86 110.68 11.38 –99.14 –8.39 M
The Delta MSI measures the position of a representative set of stocks
1144.05 865.71 Internet 919.76 865.71 865.71 –79.84 –8.44 –146.07 –14.44 –160.77 –15.66 relative to an intermediate-term moving average crossover (MAC) $60.0 bil 3-month 0.180 0.170
New York Stock Exchange point. When greater than 50% of the stocks followed are above this $51.0 bil 6-month 0.343 0.365
17353.76 14397.20 Comp-z 16950.91 16397.34 16397.34 –821.72 –4.77 1445.50 9.67 –766.79 –4.47 MAC point, the market is bullish. When the indicator is below 50%, $54.0 bil 2-year 0.995 0.769
10670.71 8072.62 Financial-z 10321.04 9936.40 9936.40 –565.31 –5.38 1520.22 18.06 –238.96 –2.35 risk is elevated and stock exposures should be reduced. Manger uses
24422.74 19452.09 Health Care-z 23000.88 22588.62 22588.62 –660.21 –2.84 1835.65 8.85 –1757.03 –7.22 discretion on asset allocation when MSI is at 50% +/- 3%. T
10603.69 6733.84 Energy-z 10603.69 10194.00 10194.00 –359.60 –3.41 3045.34 42.60 1047.81 11.46 Last 2 Weeks 3 Weeks $34.0 bil 1-year 0.543 0.390
NYSE American Stock Exchange Current Sentiment Week Ago Ago $55.0 bil 5-year 1.552 1.263
3655.72 2373.13 NYSE Amer Comp 3637.90 3498.92 3498.92 –154.73 –4.23 998.61 39.94 71.68 2.09 BULLISH 60.8% 70.2% 74.2%
3198.39 2665.12 Major Mkt 3142.51 3034.96 3034.96 -137.78 –4.34 303.53 11.11 –98.99 –3.16 W
Standard & Poor's Indexes
Current Market Exposure: 100% Equities, 0% Bonds, 0% Cash $53.0 bil 7-year 1.700 1.480
Source: Delta Investment Management
2219.44 1709.75 100 Index 2110.13 2024.95 2024.95 –124.98 –5.81 260.74 14.78 –169.63 –7.73 www.deltaim.com, (415) 249-6337 * As of Friday afternoon.
4796.56 3714.24 500 Index 4577.11 4397.94 4397.94 –264.91 –5.68 556.47 14.49 –368.24 –7.73
6735.36 5246.22 Indus 6380.37 6118.05 6118.05 –380.96 –5.86 693.54 12.79 –523.07 –7.88
2910.70 2340.12 MidCap 2724.07 2594.49 2594.49 –188.15 –6.76 131.96 5.36 –247.51 –8.71
1466.02 1188.71 SmallCap 1351.74 1282.27 1282.27 –106.00 –7.64 50.57 4.11 –119.44 –8.52
Nasdaq Stock Market
U.S. DOLLAR INDEX vs EURO and YEN
16057.44 12609.16 Comp 14506.90 13768.92 13768.92 –1124.83 –7.55 225.86 1.67 –1876.05 –11.99
16573.34 12299.08 100 Index 15210.76 14438.40 14438.40 –1173.19 –7.51 1072.00 8.02 –1881.68 –11.53 Borderline: With Russia threatening a ground war in Europe, safe-haven assets like
12147.21 9973.94 Indus 10648.78 9974.07 9974.07 –894.62 –8.23 –939.15 –8.61 –1338.80 –11.83
11694.54 9642.32 Insur 11224.56 10922.55 10922.55 –515.26 –4.50 819.60 8.11 –493.85 –4.33 gold and the dollar gained. The U.S. Dollar Index edged up 0.5% on the week.
5408.36 3695.09 Banks 5314.99 4954.52 4954.52 –453.83 –8.39 1005.82 25.47 –0.14 –0.00 10
12408.55 8560.95 Computer 11214.29 10690.44 10690.44 –851.79 –7.38 1440.71 15.58 –1465.08 –12.05
560.68 450.46 Telecom 467.42 450.46 450.46 –29.76 –6.20 –19.68 –4.19 –46.34 –9.33
Russell Indexes 5
2660.78 2101.36 1000 2528.67 2427.56 2427.56 –149.96 –5.82 251.68 11.57 –218.35 –8.25
2442.74 1987.92 2000 2096.23 1987.92 1987.92 –174.54 –8.07 –180.84 –8.34 –257.39 –11.46 s
2804.93 2236.37 3000 2660.81 2552.54 2552.54 –161.64 –5.96 235.28 10.15 –235.60 –8.45 DXY (95.64)
1680.11 1335.18 Value-v 1645.70 1593.91 1593.91 –76.55 –4.58 210.37 15.21 –61.82 –3.73 0
3114.73 2313.21 Growth-v 2834.06 2697.58 2697.58 –202.86 –6.99 205.06 8.23 –377.41 –12.27
3406.42 2734.63 MidCap 3138.11 3007.26 3007.26 –194.73 –6.08 155.44 5.45 –312.79 –9.42 EURO in $
s
Others
10202.83 8115.16 Value Line-a 9821.25 9197.94 9197.94 –623.31 –6.35 762.76 9.04 –722.99 –7.29 -5
696.40 579.55 Value Line-g 663.47 620.80 620.80 –42.67 –6.43 17.26 2.86 –51.14 –7.61 s
16368.58 13617.26 DJ US Small TSM14348.18 13617.26 13617.26 –1149.36 –7.78 –818.90 –5.67 –1636.79 –10.73 YEN in $
1096.30 894.59 Barron's Future Focus 1006.71 968.67 968.67 –57.58 –5.61 45.45 4.92 –92.20 –8.69
1127.20 866.20 Barron's 400 1049.40 995.76 995.76 –79.48 –7.39 86.72 9.54 –110.50 –9.99 -10
F M A M J J A S O N D J
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec.
31,1965=50 z-Dec. 31,2002=5000 Source: Tullett Prebon
66 BARRON’S January 24, 2022

Market Laboratory
US TREASURY BILLS
Wkly Ask
Coming Earnings
Maturity Bid Asked Chg. Yld. Day Consensus Year
DOW JONES U.S. TOTAL MARKET INDUSTRY GROUPS Estimate Ago
Jan 25 '22 0.04 0.03 0.01 0.03
Net Change % Change and Ranking 52 Week
Jan 27 '22 0.05 0.04 0.01 0.04 Continued from page 11.
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Feb 01 '22 0.04 0.03 .... 0.03
Toys DJUSTY 1105.11 + 84.12 53.63 +8.24 [1] –26.26 [136] +5.10 [9] +10.40 1,548.20 978.01 Feb 03 '22 0.05 0.04 0.01 0.04 T
Leisure Goods DJUSLE 779.32 + 34.19 5.94 +4.59 [2] –21.98 [134] +.77 [19] +13.43 1,027.60 726.68 Feb 08 '22 0.04 0.03 .... 0.03
Microsoft (Q2) 2.31 2.03
Gold Mining DJUSPM 138.18 + 4.05 1.60 +3.02 [3] +.72 [110] +1.17 [17] +23.73 163.98 118.62 Feb 10 '22 0.04 0.03 .... 0.03
Mining DJUSMG 128.40 + 2.38 .44 +1.89 [4] +.86 [109] +.34 [23] +20.45 152.16 109.92 Feb 15 '22 0.05 0.04 .... 0.04 NextEra Energy (Q4) 0.39 0.40
Nondurable Hshld Pdts DJUSHN 1270.40 + 15.51 –4.79 +1.24 [5] +21.36 [37] –.38 [28] +19.31 1,280.75 972.78 Feb 17 '22 0.05 0.04 0.01 0.04 Verizon (Q4) 1.29 1.21
Feb 22 '22 0.05 0.04 0.01 0.04
Tobacco DJUSTB 759.94 – 4.86 53.27 –.64 [6] +24.04 [29] +7.54 [7] +7.42 778.39 595.57
Feb 24 '22 0.05 0.04 0.01 0.04 W
Integrated Oil & Gas DJUSOL 526.91 – 3.85 62.79 –.73 [7] +44.94 [5] +13.53 [2] –.46 536.57 337.84 Mar 01 '22 0.05 0.04 .... 0.04
Electricity DJUSEU 326.32 – 2.96 –13.65 –.90 [8] +8.46 [82] –4.02 [48] +9.04 339.97 277.48 Automatic Data Processing (Q2) 1.63 1.52
Mar 03 '22 0.06 0.05 0.01 0.05
Conventional Electricity DJUSVE 326.72 – 2.96 –13.67 –.90 [9] +8.46 [83] –4.02 [49] +9.04 340.39 277.82 Mar 08 '22 0.05 0.04 0.01 0.04 Boeing (Q4) -0.29 -15.30
Multiutilities DJUSMU 237.50 – 2.49 –1.93 –1.04 [10] +14.13 [66] –.81 [32] +6.43 242.75 197.07 Mar 10 '22 0.06 0.05 0.01 0.05 General Dynamics (Q4) 3.37 3.49
Soft Drinks DJUSSD 912.08 – 14.18 3.86 –1.53 [11] +21.71 [36] +.42 [22] +12.45 926.26 722.87 Mar 15 '22 0.06 0.05 .... 0.05
Mar 17 '22 0.06 0.05 0.01 0.05 Intel (Q4) 0.90 1.52
General Retailers DJUSNG 1020.96 – 16.31 –51.41 –1.57 [12] +6.26 [91] –4.79 [51] +14.30 1,076.88 922.89
Mobile Telecom DJUSWC 366.41 – 5.98 –4.56 –1.61 [13] –10.82 [127] –1.23 [34] –.68 428.37 351.95 Mar 22 '22 0.09 0.08 .... 0.08 Lam Research (Q2) 8.51 6.03
Mar 24 '22 0.09 0.08 0.02 0.08 Nasdaq (Q4) 1.77 1.60
Water DJUSWU 3361.15 – 57.46 –521.69 –1.68 [14] +1.46 [108] –13.44 [120] +17.99 3,882.84 2,790.17 Mar 31 '22 0.11 0.10 0.02 0.10
Beverages DJUSBV 974.20 – 17.19 –1.31 –1.73 [15] +17.93 [48] –.13 [25] +12.07 991.39 796.12 Apr 07 '22 0.13 0.12 0.03 0.12 Norfolk Sourthern (Q4) 3.04 2.64
Defense DJUSDN 495.19 – 8.71 9.94 –1.73 [16] +18.74 [44] +2.05 [13] +8.25 515.66 397.63 Apr 14 '22 0.14 0.13 0.02 0.13 SL Green (Q4) 1.51 1.59
Food & Beverage DJUSFB 778.21 – 14.48 4.97 –1.83 [17] +16.59 [57] +.64 [21] +11.27 792.70 655.01 Apr 21 '22 0.18 0.17 0.04 0.17
Hshld Goods & Home Constr DJUSHG 1019.28 – 19.88 –47.11 –1.91 [18] +17.32 [54] –4.42 [50] +18.94 1,066.98 825.32 Apr 28 '22 0.19 0.18 0.05 0.18 Tesla (Q4) 2.21 0.80
Food Producers DJUSFO 467.08 – 9.30 7.92 –1.95 [19] +14.72 [63] +1.72 [15] +10.21 476.38 405.30 May 05 '22 0.19 0.18 0.04 0.19 TH
Food Products DJUSFP 646.27 – 12.87 10.96 –1.95 [20] +14.72 [64] +1.72 [16] +10.21 659.15 560.79 May 12 '22 0.21 0.20 0.03 0.20
May 19 '22 0.23 0.22 0.04 0.22 Alaska Air (Q4) 0.23 -2.55
Net Change % Change and Ranking 52 Week
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
May 26 '22 0.22 0.21 0.04 0.22 Altria (Q4) 1.08 0.99
Jun 02 '22 0.24 0.23 0.02 0.23
Aluminum DJUSAL 192.02 – 17.70 –11.51 –8.44 [123] +180.91 [1] –5.66 [54] +27.11 213.07 61.49 Jun 09 '22 0.25 0.24 0.03 0.25
Apple (Q1) 1.89 1.68
Exploration & Production DJUSOS 738.02 – 49.08 68.78 –6.24 [96] +64.85 [2] +10.28 [5] +3.60 787.11 417.61 Jun 16 '22 0.26 0.25 0.03 0.25 Blackstone (Q4) 1.36 1.13
Oil & Gas Producers DJUSOG 599.72 – 20.97 64.19 –3.38 [36] +53.57 [3] +11.99 [3] +1.15 623.61 363.50 Jun 23 '22 0.28 0.27 0.03 0.27 Comcast (Q4) 0.73 0.56
Steel DJUSST 337.16 – 66.27 –65.82 –16.43 [138] +46.06 [4] –16.33 [136] +12.24 445.96 208.43 Jun 30 '22 0.29 0.28 0.04 0.28
Jul 07 '22 0.31 0.30 0.04 0.30 Dow (Q4) 2.05 0.81
Integrated Oil & Gas DJUSOL 526.91 – 3.85 62.79 –.73 [7] +44.94 [5] +13.53 [2] –.46 536.57 337.84
Industrial Metals & Mining DJUSIM 380.88 – 50.94 –39.91 –11.80 [135] +44.53 [6] –9.48 [87] +25.77 441.97 236.22 Jul 14 '22 0.33 0.32 0.04 0.32 JetBlue Airways (Q4) -0.38 -1.53
Jul 21 '22 0.35 0.34 .... 0.35
Residential REITs DJUSRN 300.25 – 12.80 –24.59 –4.09 [51] +39.09 [7] –7.57 [70] +13.97 324.95 211.13 Aug 11 '22 0.37 0.36 0.07 0.36
Mastercard (Q4) 2.21 1.64
Full Line Insurance DJUSIF 55.94 – 3.82 .38 –6.39 [98] +37.85 [8] +.69 [20] +10.44 59.76 37.44 Sep 08 '22 0.40 0.39 0.07 0.40 McDonald’s (Q4) 2.34 1.70
Retail REITs DJUSRL 101.43 – 6.46 –7.21 –5.99 [94] +37.80 [9] –6.64 [64] –1.50 110.51 72.92 Oct 06 '22 0.44 0.43 0.07 0.43 Valero Energy (Q4) 1.67 -1.06
Transportation Svcs DJUSTS 386.63 – 32.51 –30.21 –7.76 [118] +37.41 [10] –7.25 [69] +22.91 460.88 259.72 Nov 03 '22 0.47 0.46 0.07 0.46
Nonferrous Metals DJUSNF 548.32 – 41.33 –9.90 –7.01 [106] +36.45 [11] –1.77 [36] +48.33 603.96 344.99 Dec 01 '22 0.47 0.46 0.07 0.47 Visa (Q1) 1.70 1.42
Oil Equipment & Svcs DJUSOI 215.89 – 7.91 33.75 –3.54 [40] +35.33 [12] +18.53 [1] –9.79 223.81 144.68 Dec 29 '22 0.55 0.54 0.07 0.55 Xcel Energy (Q4) 0.57 0.54
Specialty Finance DJUSSP 541.06 – 25.66 –82.00 –4.53 [58] +34.81 [13] –13.16 [119] +33.38 652.34 387.43 F
Industrial & Office REITs DJUSIO 144.04 – 4.37 –12.58 –2.94 [26] +31.94 [14] –8.03 [75] +13.67 156.62 108.46
Oil Equip, Svcs & Distri DJUSOQ 311.29 – 11.65 32.22 –3.61 [42] +30.95 [15] +11.54 [4] –6.07 322.94 221.14 Caterpiller (Q4) 2.26 2.12
Reinsurance DJUSIU 381.78 – 23.26 7.61 –5.74 [87] +29.20 [16] +2.03 [14] +13.58 405.04 286.60 NYSE HALF-HOURLY VOLUME Cheveron (Q4) 3.08 -0.01
Insurance Brokers DJUSIB 542.22 – 12.99 –56.94 –2.34 [23] +29.03 [17] –9.50 [89] +19.93 611.22 410.16 Colgate-Palmolive (Q4) 0.79 0.77
Daily 1/17 1/18 1/19 1/20 1/21
Life Insurance DJUSIL 983.58 – 58.32 23.92 –5.60 [84] +28.95 [18] +2.49 [11] +9.46 1,041.90 721.19 (Earnings are diluted and report dates are tentative. All fore-
Food Retailers & Whlslrs DJUSFD 778.91 – 33.74 –100.76 –4.15 [53] +27.04 [19] –11.45 [105] +24.59 880.10 565.02 9:30-10:00 ... 152,142 117,965 120,956 196,882 casts and historical numbers exclude extraordinary items by
Pipelines DJUSPL 630.50 – 24.06 33.10 –3.68 [45] +26.81 [20] +5.54 [8] –.86 664.25 470.41 10:00-10:30 ... 50,451 52,689 47,453 85,488 accounting definitions.)
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg 10:30-11:00 ... 42,675 51,499 42,554 68,283 Source: FactSet
column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours. 11:00-11:30 ... 38,080 42,306 35,173 47,314
11:30-12:00 ... 35,406 36,888 30,473 41,787
12:00-12:30 ... 30,546 30,098 26,618 39,541
AMERICAN DEBT AND DEFICITS 12:30-1:00 ... 31,347 32,082 25,156 34,028
1:00-1:30 ... 32,128 27,586 27,251 33,183
SELECTED INITIAL PUBLIC OFFERINGS
Latest Preceding Year AgoYear over Year 1:30-2:00 ... 27,956 26,523 25,750 33,537
Report Report Report % Chg Initial Most
2:00-2:30 ... 27,275 29,833 32,558 33,506
Federal Budget Deficit (bil. $)-a ......................................... 920FY'22 966FY'21 1,083FY'20 …. 2:30-3:00 ... 31,768 30,794 38,033 38,220 Ticker Offer IPO Recent %
Budget Surplus/Deficit (bil. $)-b, December.................... –21.30 –191.34 –143.56 -85.16
Trade Deficit (bil. $, sa)-c, November ................................ –80.17 r-67.16 –67.31 19.11 3:00-3:30 ... 38,266 37,884 49,918 61,145 Code Price Date Price Chg
Treasury Gross Public Debt. (bil. $)-d ............................... 29,850.6 29,782.3 27,270.0 9.46 3:30-4:00 ... 504,064 425,564 437,824 573,016
Treasury Statutory Debt Limit (bil. $)-d............................. 31,381.5 31,381.5 …. …. NONE
Consumer Installment Debt (bil. $)-e, November ........... 4,414.7 r4,374.8 4,174.5 5.75

PULSE OF THE ECONOMY

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
Date Data Period Ago % Chg
Economic Growth and Investment Date Data Period Ago % Chg

No Activity for this Week Trade

Production No Activity for this Week

Inflation
Electric power, (mil. kw hrs) (EEI) .................................................. Jan 15 80,764 82,453 79,427 1.68
Petroleum, related capacity, % ...................................................... Jan 14 88.1 88.4 82.5 6.79 JOC–ECRI Industrial Price Index f .................................................. Jan 21 157.07 154.91 118.07 33.03
Rotary rigs running, U.S. & Can., (Hughes) .................................... Jan 21 816 792 550 48.36 Employment
Steel, (thous. tons) ........................................................................ Jan 15 1,833 1,813 1,738 5.47
Steel, rated capacity, % (AISI)........................................................ Jan 15 83.2 82.3 76.7 8.47 Initial jobless claims (thous.) ........................................................ Jan 15 286 r231 886 –67.72
Continuing claims (mil.) ................................................................ Jan 8 1.635 r1.551 5.061 –67.69
Consumption and Distribution
Construction
Instinet Research Redbook Avg. (monthly %) ................................ Jan 15 17.01 –4.60 0.45 ….
New housing permits, (thous. units) .............................................. Dec 1,873 r1,717 1,758 6.54
Baltic Dry Index ............................................................................. Jan 20 1,415 1,764 1,810 –21.82
New housing starts, (thous. units) ................................................. Dec 1,702 r1,678 1,661 2.47
Inventories Other Indicators
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) ........... Jan 14 413,813 413,298 482,211 –14.18 Citi Research Panic–Euphoria Reading .......................................... Jan 21 0.48 r0.56 1.35 –64.44
Gasoline, (thous. bbls) .................................................................. Jan 14 246,621 240,748 245,476 0.47 Index of coincident indicators h ..................................................... Dec 107.4 107.2 103 4.27
Index of lagging indicators h .......................................................... Dec 109.4 109.3 107.5 1.77
Orders
Index of leading indicators h .......................................................... Dec 120.8 119.9 109.2 10.62
No Activity for this Week Coincident to lagging ratio h .......................................................... Dec 0.98 0.98 0.96 2.08
a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h-benchmark revision, 2016 equals 100. r-Revised.
January 24, 2022 BARRON’S 67

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 Alpine4 EnergyFocus LifeStanceHealth ShattuckLabs BroadscaleWt GreenproCap OceanPal uniQure Church&Dwight InFinTAcqnA PioneerNatRscs VoyaFinancial
AlsetEHome EngineGaming Lifevantage ShenandoahTel Broadwind GreenVisorI Wt OceanTechI Wt UnityBiotech CitizensFin Ingredion Procter&Gamble WNS
ALSPOrchidI A ENGlobal LightJumpWt ShiftTech BrooklineCapWt GreenwichLife OcularTherapeutix UnivElectro ClarosMtg IntegratedWellA PublicStoragePfdS WPP
New Highs 150 6 162 ALSPOrchidI Wt EnjoyTech Lilium ShoalsTech BrooklynImmuno Gritstone OcuphirePharma Upwork Comerica IntegratedWellWt RegionsFin WarriorMetCoal
AltEnergyAcqn EnjoyTechWt LiliumWt ShotSpotter BT Brands GrowGeneration Okta UrbanOne A ConcordAcqnIII A InvscSrIncome RigelResource WesternMidstrm
New Lows 651 74 1644 AltEnergyWt EnlivexTherap LionGroup SiebertFin BTBrandsWt
BTRS
GrowthforGood
GT Biopharma
Olaplex
OLB Group
UroGenPharma
US Ecology
ConocoPhillips KeyCorp RigelResourceWt WestlakeChem
Altimmune EnsysceBioWt LionGroupWt Sientra CrescentPoint KnightSwanAcqn RoyalBkCanada WhitingPetrol
BullpenParlayAcqUn GuardantHealth OlemaPharm US Gold
NYSE AMER AltitudeAcqnWt
AlxOncology
AlzamendNeuro
EntasisTherap
EnthusiastGaming
EntradaTherap
LionheartAcqnII
Lipocine
LiquidMedia
SierraLakeWt
SightSciences
SigilonTherap
Bumble
BurgerFiIntl
GuardforceAIWt
GuardionHlth
Ollie'sBargain
OmegaTherap
Usio
USWellServicesA
CrownHoldings
DT Midstream
KosmosEnergy RoyalDutchA
LearnCWInvtWt
NEW LOWS
ZimIntShipping

NEW HIGHS Amarin EnvericBiosci LiveOne SilenceTherap BuzzFeed GuruFavoriteStocks Omeros UTime ADC Therap CrucibleAcqnWt KnightSwanAcqn RH
EagleCapGrowth FrankLtdRt NE Realty PacGE pfI Amazon.com EosEnergy LivePerson SilkRoadMed ByrnaTech GWG Oncocyte VahannaTechI A AES Culp KoreaFund Rafael
FT EnerIncome ImperialOil Amedisys EosEnergyWt Lizhi SilverbackTherap ByteAcqnWt HailiangEduc OncologyInstWt VahannaTechI Wt a.k.a.Brands CypressEnvl LAIX Redwire
NEW LOWS AmerCarMart EpiphanyTechWt LMP Auto SilverSpikeII Wt C4 Therap HainCelestial OnconovaTherap Valens APAcqnUn D&ZMediaWt LCI Inds Regis
AIM Immuno Cel-Sci ExcellonRes NorthernDynasty AmerSupercond Epizyme LogicBioTherap SilverSunTechs CabalettaBio HallofFameResort Oncorus ValkyrieBalSht AT&T Nts 2067 DHT LL Flooring RenaissancePfdG
Abrdn AP IncFd ChinaPharma FranklinLtdDuratn NovaBayPharm Ammo EQONEX LogitechIntl SingularGenomics CactusAcqn1 Wt HallofFameWt OncoSecMedical ValkyrieBitcoin AberdeenJapanEqu DPCM Cap Wt Lannett RetailValue
ActiniumPharm CloughGlblDiv FrankLtdRt OceanPwrTech AmOutdoorBrands EQRx LoncarCancerETF SiNtxTech Cadiz HappinessDevt OncternalTherap ValorLatitudeWt AccelerateWt DTF Tax-Free Lemonade Revlon
AdaraAcqnWt CloughGlbEqFd GalataAcqnWt PlanetGreen Amplitech EQRxWt LoncarChinaBio SioGeneTherap CadizPfdA HarpoonTherap Ondas VandaPharm AcropolisInfr DWSMuniIncm LeoHldgsII Wt RiceAcqnII Wt
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AirIndustries DSS ITTechPkg RaMedicalSys Amyris Escalade Lottery.com SiyataMobile CalamosConvHi HaymakerIII Wt Ontrak VanEckDigTrans AditEdTechWt DanimerScientific LibertyASGFd RingCentral
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AllspringMultiSec DunxinFinl IndiaGlblCap SunlinkHealth AnikaTherap EsperionTherap Lovesac SkylightHealth CalamosDynConv HCW Biologics OpendoorTech VangdIntermTrmTrea AdventCv&Incm DestraMultiAlt Lightng eMotors RiteAid
AlphaProTech EVI Industries IntegraResources SyntheticBio AntelopeEnterprise EsportsEnt LSI Inds SkyWaterTech CalamosGlblTot HealthAssurWt OpenLending VangdIntrCorpBd AevaTech DigitalRealtyPfJ LightningWt RiverFlexMunII
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AmpioPharm EtnVncCA MIT IsoRay TimberPharm AppFolio EtonPharm Lulu'sFashion SleepNumber CalamsGlblDynInc HealthcrTriangle OpGen VangdRuss2000 AfterNextA Dingdong Lindsay RiverNthOppMuni
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cbdMD EvolveTransit AppliedUV EvoAcqnWt LyraTherap SoFiGigEcon CardiffOncology HemisphereMedia OriginMatlsWt VangdTotWorldBd AlticeUSA Doubleline Oppor MDH Acqn Wt RoyceGlbValueTr
ApreaTherap Evogene MacondrayCapIWt SoFiTech CareDx HepionPharm OrionBiotechWt VaronisSystems AltimeterGrw2 DoubleVerify MFS Charter RoyceMicroCap
NASDAQ
NEW HIGHS
AptevoTherap
Aptorum
Evolus
Exagen
Macrogenics
MadrigalPharm
SolenoTherap
SolidBiosci
CaribouBio
CarLotz
HeronTherap
Heska
OrionEnergySys
Orphazyme
VascularBiogenics
Vaxart
AltusPower
AmbrxBio
DouglasDynamics MFS GvMkTr
DouglasElliman MFS HiIncoMuni
RushStreetInt
SoarTechAcqnWt
1stSource DiamondbkEner HowardBancorp People'sUtdFin AquaBountyTech ExcelFinAcqnWt MagentaTherap Soligenix CarneyTechII Wt HEXO OSI Systems VBI Vaccines AmerEagle Doximity MFS HiYldMuni SOS
ACNB DigitalHealth HuntingtonBcshs PepsiCo AquaMetals ExelaTech Magnite SomaLogic CarParts.com HHG Capital OtonomoTech VectoIQII Wt AmericanWell DriveShack MFS Intermd SPX
AEP DorchesterMnls IndepBankMI PerceptionCapII AquestiveTherap ExelonWi MalibuBoats Sonder CarrolsRestr HHG Capital Wt OtonomoTechWt VelocityAcqnWt AmericasTechWt EG Acqn Wt MFS InvestGrMuni SQZ Biotech
AIB Acqn DuetAcqn IntegratedMedia Popular ArborRaphaCapBioI Exicure MamaMancini's SonderWt CarticaAcqn HighTide OTRAcquisitionWt VelodyneLidar AndrettiAcqn ESM Acqn Wt MFS MultInco STEnerTransitionI
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AlphaStarAcqn EncoreCapital InvscDWAEnerMom ProShUltShNdBtech ArcadiaBiosci Eyenovia ManaCapAcqnWt SonnetBio CasaSystems HillmanSolns OutlookTherapWt VenusAcqnWt AnnalyCap E2open MaidenNts46 Safehold
AlphaStarRt ExelonWi InvscHYEquDivAch QCR Holdings Arcimoto EzFill Mandiant Sono CaseysGenStores HillstreamBio Overstock VEON ApeironCapital E2openWt MaidenHldgsPfdA Samsara
AlphaStarWt FatProjectsAcqn InvscIntlDivAch ROCEnergyAcqnUn ArcturusTherap EzgoTech MaravaiLifeSci SonomaPharm CASI Pharm Histogen OxusAcqnWt VeraBradley ApeironCapWt EastmanKodak MainMacDefMuni Saratoga7.25Nts
AlpineAcqn FifthThirdBncp InvscKBWRegBkg RothCHAcqnV ArgoBlockchain FangddNetwork MarblegateAcqnWt Sonos CassInfoSys HomePlateAcqn OzonHoldings Veracyte ApolloStratII Wt EtnVnc MIT ManchesterUnited Sea
ALSPOrchidI A FinWiseBancorp iShMSCIQatar SanabyHealthI ArgusCapitalUn FaradayFutureWt MarkerTherap SophiaGenetics CastleBiosci HomologyMed P3HealthPartnersWt Verastem ArcherAviation EtnVncMuni2028 Markforged SelectMedical
AMCIAcqnIIWt FirstBancorp JupiterWellnessA SB Financial ArgusCapitalWt FARO Tech MarketWiseWt SorrentoTherap CastorMaritime Honest PacBiosciCA Vericel ArcherAviationWt EtnVncRiskMngd MarkforgedWt SelectQuote
APA FirstBusey KairousAcqnUn SemperParatusA AridisPharm FateTherap MarlinTechWt SoteraHealth CatalystBiosci Hookipa PainReform Vericity Arcosa Ecolab MasonIndlTechWt SentinelOne
ArborRaphaI FirstBusFinSvcs KearnyFinancial ShortDe-SPAC ArmadaAcqnIWt Fathom Marpai SoYoungIntl CatalystPtrsWt HothTherap PalisadeBio Veritone AresAcqnWt 8x8 MasoniteIntl SeritageGrowth
ArchCapital FirstHawaiian LakelandFin SignatureBank ArrayTech FatProjectsAcqnWt Marqeta Spac&NewIssue CBAK Energy HourLoop Palomar VerricaPharm ArtisanPtrsAsset ElancoAnimal MayvilleEngg ShakeShack
ArenaFortify FirstInternetBncp LandmarkBncp SouthState Arrival FedNat MarroneBioInnova SPAR Group Celcuity HudsonExecII Wt PanaceaAcqnII Vertex AscendantDigWt ElancoAnimalUn MemberCollect Shapeways
AtlanticusPfdB FirstWesternFin LegatoMergerIIUn SterlingBancorp ArrowheadPharm FG Fin Pfd A MasterCraftBoat SpearAlpha CellebriteDI HudsonExecIII Wt PanbelaTherap Veru AshfordHosp Elastic MeridianLink Shift4Paymts
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AutoWeb FT NasdComBk MainzBiomed Talon1Acqn Arteris FifthThirdPfdB Matterport SPI Energy Celsion Humanigen ParsecCapWt VickersVantIWt Audacy EmpowerIWt MissionAdvWt ShoulderUpTechWt
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CaliforniaBncp GuarantyBcshrs NewProvidenceII Wt ValueLine ATAI Life FirstWaveBioPharma MeliKaszek SteelConnect CEVA iClickInteract Payoneer ViractaTherap BNYM StratMuni Fastly Natura&Co SolarWinds
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CF Acqn V A HancockWhitney NicoletBankshares ViperEnergyPtrs Aterian FiveBelow MereoBioPharma StitchFix CF Acqn V Ideanomics PCConnection ViscogliosiBros BabcockWilcoxNts FedHermPrmMuni Nautilus SpireGlobal
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ChicagoAtlRealEst HCM Acqn OasisPetrol WashingtonFederal Athersys FloraGrowth Metacrine StrategyHaltClim CF Acqn VIII Wt IG Acqn Wt PearTherap VislinkTech Bakkt FirstLightWt NewGermanyFd SportsEntA
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CME Group HighPeakEner OxfordLaneNts2027 WintrustFin AtlCoastalWt Fluent MetenHolding StratimCloudWt ChainBridgeIWt IM Cannabis Peloton VistasMediaA BankofAmPfdQQ FTHYOpps2027Fd NYTimes A Sprinklr
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ConstellationEner HorizonBancorp PCB Bancorp Zogenix AuroraCannabis FocusImpactAcqnWt MICT SummitTherap CharterComms Immuneering Personalis VividSeats BeardEnerWt Flaherty&CrumDyn NorthernGenIII Wt StoneHarborEMInc
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68 BARRON’S January 24, 2022

Market Laboratory
MONEY RATES CBOE PUT/CALL RATIO vs S&P 100 FOREIGN EXCHANGE
Latest Prev. Yr Ago Readings in the CBOE equity put-call ratio of 60:100 Friday, January 21, 2022 Foreign Foreign U.S. $ in U.S. $ in
Week Week and in the S&P 100 of 125:100 are considered bullish, The New York foreign exchange mid-range rates are quoted at 5 Currency Currency Foreign Foreign
p.m. Eastern time by Tullett Prebon. Retail transactions pro- in U.S.$ in U.S.$ Currency Currency
Discount Rate (NY) 0.25 0.25 0.25 for instance. Bearish signals flash when the equity Country Fri. Last Fri. Fri. Last Fri.
put-call level reaches the vicinity of 30:100 and the vide fewer units of foreign currency per dollar.
Prime Rate (base) 3.25 3.25 3.25 index ratio hits 75:100. Foreign Foreign U.S. $ in U.S. $ in South Korea (Won) .0008385 .0008402 1192.60 1190.17
Currency Currency Foreign Foreign
Fed Funds Rate Sri Lanka (Rupee) .0049 .0049 202.5500 202.8200
in U.S.$ in U.S.$ Currency Currency
Avg effective offer 0.08 0.08 0.08 S&P 100 CBOE Country Fri. Last Fri. Fri. Last Fri. Sweden (Krona) .1087 .1108 9.1965 9.0280
Avg weekly auction-c 0.08 0.08 0.09 Switzerland (Franc) 1.0970 1.0940 .9116 .9141
8.00 0.70 Argentina (Peso)-y .0096 .0096 104.3358 103.8501 Taiwan (Dollar) .03609 .03630 27.707 27.545
T-Bills Rate Australia (Dollar) .7183 .7208 1.3922 1.3873 Thailand (Baht) .03038 .03013 32.920 33.190
13 weeks, Coupon Yield 0.172 0.122 0.086 Bahrain (Dinar) 2.6529 2.6529 .3769 .3769 Turkey (New Lira)-d .0744 .0739 13.4482 13.5264
13 weeks, Auction Rate 0.170 0.120 0.085 6.50 0.63 Brazil (Real) .1832 .1807 5.4586 5.5349 Ukraine (Hryvnia) .0354 .0357 28.2500 28.0500
26 weeks, Coupon Yield 0.371 0.279 0.096 CBOE Bulgaria (Lev) .5799 .5838 1.7243 1.7129 U.K. (Pound) 1.3553 1.3677 .7378 .7312
26 weeks, Auction Rate 0.365 0.275 0.095 s Canada (Dollar) .7949 .7967 1.2579 1.2552 Uruguay (Peso) …… .. …… .. …… .. …… ..
Avg weekly auction-c 0.12 0.09 0.09 Chile (Peso) .001252 .001220 798.96 819.71 Financial .02246 .02243 44.530 44.575
5.00 0.56 .1578 .1574 6.3390 6.3528 ----
China (Renminbi)
Broker Call Rate 2.00 2.00 2.00 Colombia (Peso) .0002528 .0002496 3956.46 4007.00 Euro 1.1345 1.1415 .8814 .8760
Croatia (Kuna) .1506138 .1518211 6.64 6.59 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
Bankers Acceptances 3.50 0.49 British, and Japanese currencies. Source: International Monetary Fund.
Czech. Rep. (Koruna) …… .. …… .. …… .. …… ..
1 month 0.12 0.12 0.12 a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
Commercial rate .04649 .04657 21.509 21.474 2005. y-floating rate.
2 months 0.14 0.14 0.15 Denmark (Krone) .1524 .1534 6.5620 6.5191
3 months 0.16 0.16 0.18 2.00 0.42 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
6 months 0.20 0.20 0.20 Egypt (Pound)-y .0636 .0637 15.7122 15.6906
s
Euro Libor Rate Hong Kong (Dollar) .1284 .1285 7.7866 7.7849
S&P 100
1 month DiscontinuedDiscontinued -0.577 0.50 0.35 Hungary (Forint) .003162 .003200 316.28 312.50
J F M A M J J A S O N D J Iceland (Krona) .007791 .007777 128.36 128.59 ARMS INDEX
3 months at at -0.545
India (Rupee) .01344 .01347 74.413 74.233
6 months year year -0.532 Source: CBOE
Indonesia (Rupiah) .0000697 .0000699 14338 14297
12 months end end -0.500 The Arms index, also known as the short term trading index, is a number
Israel (Shekel) .3181 .3216 3.1437 3.1097
.008797 .008757 113.68 114.19
derived by dividing one quotient into another quotient. The numerator in
Libor Interbank Rate Japan (Yen)
the index is the number of advancing stocks divided by the number of
1 month 0.11 0.10 0.12 INVESTOR SENTIMENT READINGS Kazakhstan (Tenge) .002292 .002297 436.21 435.28
declining stocks. As of 3/14/11, the denominator in the index is now the
3 months 0.26 0.24 0.22 Kuwait (Dinar) 3.3077 3.3117 .3023 .3020
High bullish readings in the Consensus stock index or in the Macau (Pataca) .1246 .1247 8.0240 8.0220 compositevolumeofadvancingstocksdividedbythecompositevolumeof
6 months 0.44 0.40 0.24 Market Vane stock index usually are signs of Market tops; low Malaysia (Ringgit)-b .2389 .2393 4.1865 4.1785 declining stocks.
12 months 0.80 0.73 0.31 ones, market bottoms. Mexico (Peso) …… .. …… .. …… .. …… .. Daily 1/17 1/18 1/19 1/20 1/21
Foreign Prime Rates Last 2 Weeks 3 Weeks
Floating rate .0488 .0492 20.4726 20.3052
Week Ago Ago
Canada 2.45 2.45 2.45 New Zealand (Dollar) .6719 .6807 1.4883 1.4691 NYSE ... .89 1.02 1.16 1.95
Germany 0.00 0.00 0.00 Consensus Index Norway (Krone) .1123 .1141 8.9079 8.7639 NYSE American ... 2.17 .38 2.60 4.05
Japan 1.475 1.475 1.475 Consensus Bullish Sentiment 63% 66% 69% Oman (Rial) 2.5974 2.5974 .3850 .3850 Nasdaq ... .55 1.02 .82 1.24
Switzerland 0.00 0.00 0.00 Pakistan (Rupee) .00567 .00568 176.375 176.150
Source: Consensus Inc., P.O. Box 520526,Independence, Mo.
Britain 0.25 0.25 0.10 Historical data available at (816) 373-3700. editor@consensus-inc.com Philippines (Peso) .01952 .01948 51.239 51.322
Poland (Zloty) .2504 .2516 3.9938 3.9739
Other Money Rates AAII Index Qatar (Rial) .2747 .2746 3.6407 3.6413 BARRON'S GOLD MINING INDEX
Fannie Mae Home Loan: Bullish 21.0% 24.9% 32.8% Russia (Ruble)-a .01289 .01312 77.590 76.235
30-Year Fixed Conv 3.06 2.97 1.98 Bearish 46.7 38.3 33.3 12-Month Year Week %
Saudi Arabia (Riyal) .2666 .2664 3.7510 3.7531
Bank money market-z 0.07 0.07 0.09 Neutral 32.3 36.8 33.9 High Low 1/20 1/13 Ago Chg.
Singapore (Dollar) .7436 .7419 1.3448 1.3479
Interest Checking-z 0.03 0.03 0.04 Source: American Association of Individual Investors, South Africa (Rand) .0662 .0650 15.1077 15.3792 1147.72 883.49 Gold mining 1083.05 1074.87 961.91 +0.76
6-Month Certif-z 0.09 0.09 0.15 625 N. Michigan Ave., Chicago, Ill. 60611 (312) 280-0170.
12-Month Certif-z 0.14 0.14 0.21 Market Vane
30 Month Accounts-z 0.18 0.18 0.22 Bullish Consensus 63% 65% 67%
5-Year Certificates-z 0.27 0.26 0.35 FEDERAL RESERVE DATA BANK GOLD & SILVER PRICES
Source: Market Vane, P.O. Box 90490,
U.S. Savings EE Bonds: Pasadena, CA 91109 (626) 395-7436. Year
Prev. Year
Long-Term (5yrs+) 0.10 0.10 0.10 TIM Group Market Sentiment Handy & Harman 1/21 1/14 Ago
Member Bank Latest Week Ago
c-Annualized yields, adjusted for constant maturity, reported by Indicator 45.8% 45.1% 41.6% Reserve Chgs. (Mil. $) Week Change Change Gold, troy ounce 1837.60 1822.95 1852.70
the Federal Reserve on a weekly average basis. Source: TIM Group, 3 Columbus Circle, Suite 1592 Silver, troy ounce 24.63 23.19 25.77
Sources: Tullett Prebon information, Ltd. New York, NY 10019 (844) 207-1445. timsupport@timgroup.com One week ended Jan 19: Base for pricing gold and silver contents of shipments and for
Factset. z-Bankrate.com. making refining settlement.
U.S. Gov't securities: Price Premium Premium
Bought outright 8,376,336 + 86,273 +1,533,864 Coins $ %
WEEKLY BOND STATISTICS
Federal agency secur: Krugerrand 1904.40 73.25 4.00
Last Prev. Yr Ago Last Prev. Yr Ago Bought outright 2,347 .... .... Maple Leaf 1922.71 91.56 5.00
Week Week Week Week Week Week Mexican Peso 2215.82 8.00 0.36
Reserve bank credit: Austria Crown 1797.89 3.00 0.17
New Offerings, (mil $) (v) Bond Buyer 20 Bond Index (Index of yields of 20 Primary Credit 474 + 81 -1,221 Austria Phil 1922.71 91.56 5.00
Corporate (z) 16,197 r41,526 14,908 general obligation municipal bonds.) U.S. Eagles 1922.71 91.56 5.00
Secondary Credit .... .... ....
Municipal (z) 0 0 8,779 2.25 2.19
2.21 Premium is the amount over the value of the gold content in the
Seasonal Credit .... .... ....
Best Grade Bonds-y (Barron's index of 10 high-grade Bond Buyer Municipal Bond Index (Index of 40 coin. Source Manfra, Tordella & Brookes, Inc.
Float -147 -18 -57 Bullion spot gold price 1831.15
corporate bonds.) actively-traded tax-exempt bonds; component issues are
Other F.R. Assets 42,566 + 3,526 + 2,689
2.54 2.45 1.42 changed regularly to keep the index a current picture of the
market. Source: The Bond Buyer Total Fed Credit # 8,825,644 + 88,586 +1,453,669
Interm-Grade Bonds-y (Barron's index of 10 GOLD PERFORMANCE
medium-grade corporate bonds.) 3.53 3.50 3.46 Gold stock 11,041 .... ....

3.11 2.90 2.66 Stock/Bond Yield Gap-s (Difference between yield on SDR Certif. Accounts 5,200 .... .... Restless: Stocks slid. Heat rose on
highest-grade corporate bonds and yield on stocks on the DJIA.) Treas. Curr. Outst. 50,970 + 14 + 504 Ukraine’s border and in Yemen. Gold rose
Confidence Index (High-grade index divided by inter-
mediate-grade index; decline in latter vs. former generally -0.70 -0.69 +.48 Total 8,913,331 + 88,741 +1,452,546
0.8% on the week, to $1,838 an ounce.
indicates rising confidence, pointing to higher stocks.) Yield on DJ Equal Weight US Corp Bond Idx: Currency in circ 2,232,505 -2,110 + 137,518
30
81.8 84.6 53.5 Treas. Cash Hldgs 64 -1 + 28
Corp Bonds, (y) 2.79 2.64 2.03
Treas. Fed Deposits 488,697 + 32,296 -1,138,209 Barron's Gold Mining Index (1083.05)
Other Confidence Indicators: v-Week ended Thursday. y-Yield to maturity, week ended Thursday. s
z-Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Foreign Fed Deposits 5,672 -506 -16,396 20
Bloomberg Barclays US Long Treasury*(This Other Fed Deposits 254,589 + 12,637 + 5,295
index measures the performance of fixed-rate, nominal US
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) Other FR liab/cap 51,252 + 2,765 + 11
10
4343.90 4301.16 4543.99 ADJUSTABLE MORTGAGE BASE RATES Total factors 4,980,810 + 129,774 + 674,649
Reserves F.R. banks 3,932,521 -41,033 + 777,897
Bloomberg Barclays US Credit (This index YOY
includes all publicly issued, fixed-rate, non-convertible, invest- Jan 21 Jan 14 Yr. Ago % Chg 3,446,882 + 13,302 -94,431 0
Fgn hold U.S. debt
ment-grade, dollar-denominated, SEC-registered corporate 1 Year Treas Bills 0.48 0.41 0.11 336.36
debt. All issues have at least one year to maturity and outstand- Reserve Aggr (Mil. $) Latest Prev. Month % Year
2 Year Treas Notes 0.93 0.83 0.14 564.29 -10
ing par value of at least $250 million. Jan. 1, 1973=0.) (v) 3 Year Treas Notes 1.22 1.10 0.22 454.55 Month Ended October: Month Month Chg. Ago s
3257.13 3292.64 3346.59 5 Year Treas Notes 1.51 1.43 0.49 208.16 Total Reserves: 4,128,100 4,193,200 -1.55 2,876,600 Handy & Harman Gold Price
Ryan Labs Treasury Index (Index of total return from 10 Year Treas Notes 1.75 1.70 1.13 54.87 Nonborrowed Res 4,073,500 4,124,600 -1.24 2,802,600 -20
active Treasury notes and bonds. Dec. 31, 1996=100.) 20 Year Treas Bds 2.14 2.11 1.67 28.14 Borrowed Reserves 54,559 68,568 -20.43 74,059 F M A M J J A S O N D J
11th District % Nov 0.218 0.218 0.466 -53.22
306.91 309.84 323.71 Monetary Base 6,331,000 6,388,900 -0.91 4,917,100
FHFA PMMS+ 0.87 0.87 2.80 -68.93
January 24, 2022 BARRON’S 69

Market Laboratory
Top 5 Insider Purchases by Company in 2022 WEEK'S DIVIDEND PAYMENT WEEK'S EX-DIVIDEND DATES
Number of Number of Avg.
Company Symbol Insiders Shares $ Value Price This list includes payouts on common stocks. This list includes payouts on common stocks.
Bridgebio Pharma........................................... BBIO 7 158,311 2,274,550 $ 14.37 NYSE NYSE
Newtek Business Services ............................ NEWT 7 5,880 161,640 $ 27.49
Monday Winnebago .18 IDEX Corp .54 Tuesday Knot Offshore Partners .52 Morgan Stanley .70
Simon Property .............................................. SPG 7 1,467 235,123 $ 160.28 (January 24) Thursday Methode Electronics .14
(January 25)
Pfizer .40 Northwest Natural .482
OGE Energy .41 Unum Group .30 Oneok Inc .935
Bed Bath & Beyond ........................................ BBBY 6 46,862 656,650 $ 14.01 Ingredion .65 (January 27) Albertsons .12
Compass Diversified ..................................... CODI 6 19,987 618,445 $ 30.94 Roper Technologies .62 Aris Water Solutions .07
Oxford Industries .42
Antero Midstream .225
Webster Financial .40 Saturday
Tuesday Bank Of Nova Scotia .784
Sandstorm Gold .015
Science Applications Intl .37
Clorox 1.16 Friday (January 29)
Kenon Holdings 3.50 Royal Bank of Canada .936 (January 28) NONE
Top 5 Insider Sales by Company in 2022 (January 25)
American Financial Grp .56
Simpson Manufacturing .25
Shaw Communications B.08
Sysco .47 Wednesday AO Smith .28 Sunday
Wabash National .08 ARC Document Solutins .05
Number of Number of Avg. Dorian LPG 1.00 TD SYNNEX .30 (January 26) (January 30)
Company Symbol Insiders Shares $ Value Price Ellington Financial .15 Friday Saturday First Republic Bank .22
Bk of NY Mellon .34
Citizens Financial Group .39
NONE

Tradeweb Markets .......................................... TW 12 527,146 49,184,738 $ 93.30

General Electric
MSC Industrial Direct
.08 (January 28)
.75 Cdn Imprl Bnk Of Com 1.259
(January 29)
Greenbrier Cos
Lennar Cl A
.27
.375
Conagra Brands .312 Monday
NONE Ellington Financial .15 (January 31)
Amc Entertainment ........................................ AMC 8 646,560 14,667,910 $ 22.69 Wednesday Cdn Imprl Bnk Of Com 1.253 Lennar Cl B .375
Accenture Plc.................................................. ACN 6 20,201 7,139,717 $ 353.43 (January 26)
Danaher .21 Sunday Marsh & McLennan .535
Ford Motor
Genesis Energy
.10
.15
AES
Ally Financial
.158
.30
Mongodb ........................................................ MDB 5 136,679 61,658,390 $ 451.12 Agilent Technologies .21
EOG Resources
Foot Locker
.75
.30
(January 30)
NONE
Thursday Grupo Aval Accins ADR .021 Aon .51
Gap Inc .12 (January 27) Kinder Morgan .27 Pinnacle West Capital .85
Monolithic Power Systems ............................ MPWR 5 24,780 12,163,759 $ 490.87 Humana Inc .70
IHS Markit .20
NASDAQ NASDAQ
STOCK SPLITS/DIVIDENDS Monday (January 26) Friday Tuesday Signature Bank .56 Saturday
Cisco Systems .37 Virtus Invt Partners 1.50
Record Ex-Dividend Payment (January 24) (January 28) (January 25) (January 29)
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Dime Community Comcast Cl A .25 Amdocs .36 Krispy Kreme .035 Friday NONE
Bancshares .24 InterDigital .35 Canterbury Park Holding .07 VSE .10 (January 28) Sunday
NONE ..................................................................................................... Shoe Carnival .07 Marvell Technology .06 CMC Materials .46 Wednesday Apogee Enterprises .22
NetApp .50 (January 30)
Tuesday Thursday
First Busey .23
(January 26)
CSW Industrials .15
NONE
SPECIAL DIVIDENDS (January 25) Sat. & Sun. NONE
Kentucky First Fed Bncp .10
Lifetime Brands .043 Monday
First Bancorp NC .20 (January 27) (January 29 & 30) Thursday
Johnson Outdoors Cl A .30 NONE Paychex .66 (January 31)
Record Ex-Dividend Payment Wednesday Plains All Amer Pipeline .18
Village Super Market Cl A .25 (January 27) BCB Bancorp .16
Company Name-Ticker Symbol (Exchange) Amount Date Date Date
Coca-Cola Consolidated .25 Plains GP Holdings .18 Casey's General Stores .35
Concentrix-CNXC (Nasdaq) .................................................................. 0.25 1-28 1-27 2-08 NYSE American Concentrix .25 Schnitzer Steel Inds .188 Donegal Group Cl A .16
Ohio Valley Banc .21 Scholastic .15 Donegal Group Cl B .142
Monday Thursday Caledonia Mining .14
Old Second Bancorp .05 Simulations Plus .06 Hasbro .68
(January 24) (January 27) Sat. & Sun. HighPeak Energy .025
DIVIDEND PAYMENT REDUCTIONS BK Technologies .03 NONE (January 29 & 30)
Adjusted % Record Ex-Div Payment Tues. & Wed. Friday NONE
NYSE American
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date (January 25 & 26) (January 28)
NONE Acme United .13 Tuesday Thursday Sat. & Sun.
Apollo Sr Fltg Rate Fd-AFT (NYSE)...................... 5.8 M .08 .085 -5.9 % 1-24 1-21 1-31 (January 25) (January 27) (January 29 & 30)
Apollo Tactical Incm Fd-AIF (NYSE) ................... 6.5 M .085 .09 -5.6 % 1-24 1-21 1-31 Riley Exploration Permian NONE NONE
Banco Bradesco Ord ADR-BBDO (NYSE) ........... 4.3 M .002 .002612 -23.4 % 2-03 2-02 3-09 TRADING SUSPENDED .31 Friday Monday
Orchid Island Capital-ORC (NYSE) ..................... 16.3 M .055 .065 -15.4 % 1-31 1-28 2-24 Wednesday (January 28) (January 31)
NYSE (January 26) NONE NONE
Permianville Royalty Tr-PVL (NYSE) .................. 7.9 M .023 .025 -8.0 % 1-31 1-28 2-14
NONE
Shaw Communications B-SJR (NYSE) ............... 3.0 M .0791 .0801 -1.2 % 5-13 5-12 5-30 NONE
NYSE American
NEW LISTINGS
Odonate Therapeutics (ODT)
DIVIDEND PAYMENT BOOSTS
Nasdaq NYSE
Adjusted % Record Ex-Div Payment
Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date Marlin Business Services (MRLN) NONE
Banco Bradesco Pref ADR-BBD (NYSE) .............. 4.3 M .003419 .003414 0.1 % 2-03 2-02 3-09 NYSE American
BlackRock-BLK (NYSE) ........................................... 2.4 Q 4.88 4.13 18.2 3-07 3-04 3-23 NAME CHANGES NONE
EnLink Midstream-ENLC (NYSE) ........................... 4.8 Q .1125 .09375 20.0 1-31 1-28 2-11 Nasdaq
Enterprise Bancorp-EBTC (Nasdaq) ...................... 1.9 Q .205 .185 10.8 2-08 2-07 3-01 NYSE & NYSE American
Fastenal Co-FAST (Nasdaq)..................................... 1.9 Q .31 .28 10.7 2-02 2-01 3-02 NONE American Rebel (AREB)
First Community-FCCO (NCM )............................... 2.4 Q .13 .12 8.3 2-01 1-31 2-15 Barfresh Food Group (BRFH)
Nasdaq
Granite REIT-GRP.U (NYSE).................................... 3.0 M .2062 .20256 1.8 1-31 1-28 2-15 Constellation Energy (CEGVV)
Headhunter Group ADR-HHR (Nasdaq)................ 3.1 A .84 .55 52.7 1-24 1-21 2-10 Core Scientific (CORZ), formerly Power & Digital HCM Acquisition (HCMAU)
Infrastructure Acquisition (XPDI)
Kaiser Aluminum-KALU (Nasdaq).......................... 3.1 Q .77 .72 6.9 1-24 1-21 2-15 Jupiter Neurosciences (JUNS)
Mercantile Bank-MBWM (Nasdaq) ......................... 3.2 Q .31 .30 3.3 3-04 3-03 3-16 NextPlat (NXPL), formerly Orbsat (OSAT)
NSTS Bancorp (NSTS)
ONE Gas-OGS (NYSE) .............................................. 3.1 Q .62 .58 6.9 2-25 2-24 3-11 RVL Pharmaceuticals (RVLP), formerly Osmotica
Pharmaceuticals PLC (OSMT) Rhodium Enterprises (RHDM)
Pinnacle Finl Partners-PNFP (Nasdaq) ................. 0.8 Q .22 .18 22.2 2-04 2-03 2-25
Sonder Holdings (SOND), formerly Gores Metropoulos II Samsara Vision (SMSA)
Tortoise Energy-TYG (NYSE) ................................. 5.0 Q .71 .45 57.8 2-21 2-17 2-28 (GMII)
Tortoise Engy Ind Fd-NDP (NYSE)......................... 4.7 Q .48 .31 54.8 2-21 2-17 2-28 Yoshitsu ADR (TKLF)
Tortoise Midstream Engy-NTG (NYSE) ................ 6.2 Q .77 .57 35.1 2-21 2-17 2-28 CORPORATE BONDS
Tortoise Pipeline & Engy-TTP (NYSE) .................. 5.7 Q .59 .37 59.5 2-21 2-17 2-28
For the week ending Friday, January 21, 2022
Most active fixed-coupon corporate bonds
LAST LAST **EST EST $ VOL
COMPANY (TICKER) COUPON MATURITY PRICE YIELD SPREAD UST† (000's)
HIGH-YIELD BONDS Bofaml (BAC) 4.375 Jan 27, 2049 100.125 4.371 230 30 676,877
Vistajet Malta Finance /Xo Management Holding Inc (VSTJET) 6.375 Feb 01, 2030 100.500 6.257 451 10 523,112
Friday, January 21, 2022 Cvs Health (CVS) 5.050 Mar 25, 2048 125.027 3.555 148 30 438,445
Ten most active fixed-coupon high-yield, or "junk", corporate bonds Activision Blizzard (ATVI) 2.500 Sep 15, 2050 88.541 3.107 104 30 376,108
LAST LAST **EST EST VOL Chs Com Hlth Sys (CYH) 5.250 May 15, 2030 100.000 5.244 348 10 375,398
AT&T (T) 3.500 Sep 15, 2053 95.907 3.721 166 30 312,556
COMPANY (TICKER) COUPON MATURITY PRICE YIELD SPREAD UST (000's) Merck Inc (MRK) 2.150 Dec 10, 2031 97.210 2.470 72 10 296,217
Verizon Communications (VZ) 3.550 Mar 22, 2051 102.544 3.410 134 30 294,956
Goldman Sachs Group (GS) 3.102 Feb 24, 2033 100.948 0.000 n.a. 10 1,219,841 Merck Inc (MRK) 2.750 Dec 10, 2051 94.351 3.039 97 30 262,804
Target (TGT) 2.950 Jan 15, 2052 99.660 2.967 90 30 689,937 Dick'S Sporting Goods (DKS) 4.100 Jan 15, 2052 97.205 4.266 220 30 248,613
Anheuser-Busch Inbev Worldwide (ABIBB) 4.500 Jun 01, 2050 117.878 3.491 142 30 244,314
Target (TGT) 1.950 Jan 15, 2027 100.252 1.896 34 5 267,202 Lloyds Banking Group (LLOYDS) 3.369 Dec 14, 2046 n.a. n.a. n.a. 30 234,388
Cco Holdings LLC (CHTR) 4.750 Feb 01, 2032 99.750 4.781 302 10 215,810 General Motors Financial Inc (GM) 3.100 Jan 12, 2032 99.152 3.200 145 10 211,657
Range Resources (RRC) 4.750 Feb 15, 2030 100.375 4.665 291 10 167,253 Ubs Group Ag (UBS) 2.746 Feb 11, 2033 97.874 2.973 122 10 202,849
Florida Power & Light Co (NEE) 2.450 Feb 03, 2032 99.857 2.466 72 10 192,348
Bank Of New York Mellon (BK) 2.500 Jan 26, 2032 99.921 2.509 73 10 157,916 Dick'S Sporting Goods (DKS) 3.150 Jan 15, 2032 98.507 3.327 157 10 185,856
Bank Of New York Mellon (BK) 2.050 Jan 26, 2027 100.192 2.009 46 5 156,059 Salesforce.Com (CRM) 2.900 Jul 15, 2051 96.560 3.078 101 30 185,856
Aercap Ireland Capital Dac (AER) 3.300 Jan 30, 2032 98.273 3.506 175 10 185,359
Southwestern Energy Co (SWN) 4.750 Feb 01, 2032 102.030 4.445 270 10 154,911 Ubs Group Ag (UBS) 3.179 Feb 11, 2043 98.681 3.269 113 30 182,014
Freeport-Mcmoran (FCX) 5.450 Mar 15, 2043 121.133 3.944 180 30 147,715 Verizon Communications (VZ) 3.400 Mar 22, 2041 100.334 3.376 124 30 180,120
Comcast (CMCSA) 2.887 Nov 01, 2051 91.705 3.328 125 30 178,687
Netflix (NFLX) 5.875 Nov 15, 2028 117.250 3.048 150 5 147,193 Ge Capital International Funding Unlimited Co (GE) 4.418 Nov 15, 2035 114.875 3.086 133 10 178,419
Volume represents total volume for the market; price/yield data are for trades of $100,000 and greater.* Denotes a security whose last round Volume represents total volume for each issue; price/yield data are for trades of $1 million and greater.* Denotes a security whose last round
lot trade did not take place on the last business day prior to publication. ** Estimated spreads, in basis points (100 basis points is one percent- lot trade did not take place on the last business day prior to publication. ** Estimated spreads, in basis points (100 basis points is one
age point), over the 2, 5, 10 or 30-year hot run Treasury note/bond. 2-year: 0.750 12/23; 5-year: 1.250 12/26; 10-year: 1.375 11/31; percentage point), over the 2, 5, 10 or 30-year hot run Treasury note/bond. 2-year: 0.750 12/23; 5-year: 1.250 12/26; 10-year: 1.375
30-year: 2.000 08/51.†Comparable U.S. Treasury issue. 11/31; 30-year: 2.000 08/51.†Comparable U.S. Treasury issue.
Source: MarketAxess Corporate BondTicker - www.bondticker.com Source: MarketAxess Corporate BondTicker - www.bondticker.com
70
O T H E R VO I C E S
A Grim History
Repeats at the Fed
A
s Milton Freedman
said in 1970, “Infla-
tion is always and
everywhere a mone-
tary phenomenon.”
Little has changed
since then.
For most of the 1970s, Arthur
Burns was chairman of the Federal
Reserve Board. Inflation was rampant,
just like now. Consumer price infla-
tion averaged nearly 7% during his
term. As Friedman diagnosed cor-
rectly, this rapid inflation was mainly
caused by increases in the money sup-
ply of over 12% in the years 1971-72
and 1976-77. Instead, Burns attributed
the price increases mainly to wage
pressures, monopoly power, and the
oil shock of the early 1970s.
Sound familiar? Inflation is again
soaring, and the Fed blames supply
constraints caused by the pandemic
while neglecting to look at the increas-
ing money supply as the main cause.
It’s always easier to blame external
factors rather than something that you
control and have responsibility for.
I had the honor of serving under
Chairman Paul Volcker on the Federal
Reserve Board starting in 1986, when
he was trying to bring inflation under
control. President Jimmy Carter had
appointed Volcker in August 1979 with
the mandate to reduce the double-digit
inflation rate. President Ronald Reagan
confirmed this objective after he took
office. With determination, Volcker
raised the federal-funds rate to 20% by
June 1981 and reduced the growth of
the money supply. Not one, but two
back-to-back recessions resulted.
The situation in Washington was
tense while the monetary policy medi-
cine took its course. But Volcker and
the board prevailed and reduced the
annual growth rate of the money sup-
BARRON’S
By Robert Heller ply from over 12.6% in 1979 to a much
more reasonable 5.3% when he left
the Fed in August 1987. Alan Green-
span continued the anti-inflationary
policies. By the time I left the board in
1989, consumer price increases had
moderated to only 4.6%.
The Fed was on its way to defeating
inflation and keeping it under control
for the rest of the century. The falling
interest rates that accompanied the
decline in inflation were a welcome
side effect. These low rates supported
decades of growth and prosperity.
Fast-forward to 2020. In response
to the sharpest recession in U.S. his-
tory, the government instituted unprec-
edented fiscal-stimulus measures that
sharply increased the federal deficit.
The Federal Reserve supported these
Farmers descended on Washington to protest high interest rates in 1979.
How long does it take to change an irrational
policy that is clearly inconsistent with the
congressional mandate for price stability?
fiscal actions by buying up much of
the newly issued debt. As a result, the
ratio of debt to gross domestic product
reached a record 136%, while the M2
money supply skyrocketed from $15
trillion in January 2020 to $21 trillion
in November 2021.
Largely unrelated to the pandemic,
but occurring at the same time, the
Federal Reserve implemented a signifi-
cant change in its operating procedures
and long-term strategy. After extensive
deliberations, the Fed revised its “State-
ment on Longer-Run Goals and Mone-
tary Policy Strategy” in August 2020.
In it, the Fed essentially tossed the con-
gressional mandate for “price stability,”
or zero inflation, overboard and reaf-
firmed its target of 2% for the Personal
Consumption Expenditures Price in-
dex. It added the explicit proviso that
periods of sub-2% inflation should be
compensated by periods of above-2%
price increases. Amazingly, the words
“money” or “money supply” are no-
where to be found in this statement
on monetary-policy strategy.
This change in strategy opened
the gates for an excessively expansive
monetary policy after a decade of
rather subdued inflation. When the
January 24, 2022
pandemic hit, the Fed engaged in
massive quantitative easing through
the purchase of Treasury bonds and
mortgage-backed securities that re-
sulted in 25% money growth. These
actions were flanked by direct lending
by the Fed to the public under a dozen
Section 13(3) facilities.
Just as Friedman predicted, prices
reacted with a lag. At the end of 2021,
producer prices were soaring at a rate
of nearly 10% and consumer prices
were rising at over 7% year over year.
At the beginning of 2022, inflation
is again running at full steam. How-
ever, the Fed is still pursuing a highly
accommodative monetary policy by
buying billions of Treasuries and
mortgage-backed securities every
month. How does it make sense to
buy these instruments, while housing
prices are exploding at an annual clip
of nearly 20%? In addition, the Fed is
still holding its foot on the gas pedal
by maintaining the fed-funds rate at
essentially zero. The Fed continues to
provide more fuel for already soaring
inflation.
Even more disconcerting may be
the fact that during the past two
years, the Fed not even once men-
tioned the word “money” in its offi-
cial press releases at the conclusion
of each Federal Open Market Com-
mittee meeting. One must ask how an
institution charged with the control
and implementation of monetary
policy can be so negligent and dis-
missive of the key asset—money—
over which it exercises total control,
and which is at the fulcrum of the
implementation of monetary policy.
How long does it take to change an
irrational policy that is clearly incon-
sistent with the congressional man-
date for price stability?
Just like Arthur Burns, the current
Fed leadership is ignoring the sharp
increase in the money supply during
the past two years and instead is
Charles Harrity/AP/Shutterstock
blaming external factors. As a result,
inflation is again soaring. History is
repeating itself.
Milton Friedman will be turning in
his grave. B
Robert Heller is a former member of the
Federal Reserve Board of Governors.
January 24, 2022
MAILBAG
Send letters to Mail@Barrons.com. To be considered for
publication, correspondence must bear the writer’s name,
address, and phone number. Letters are subject to editing.
Economic
Ideas of Deep
Thinkers
To the Editor:
The panel can’t tell the future any better than you or I
can (“2022 Roundtable,” Cover Story, Jan. 14). However,
what can be instructive is the panelists’ thinking pat-
tern and analysis process. It’s like one of my high
school math courses. You could get the answer wrong,
but if you followed all of the steps, you almost got full
marks. I think that the steps and reasons for the steps
the panelists take can be very useful to learn and follow
for the nonprofessional.
George Leon
On Barrons.com
To the Editor:
Many thanks to Barron’s for the very interesting and
enjoyable reading. Understanding the economic ideas
of deep thinkers is truly helpful in choosing invest-
ments. I look forward to the next installment.
In the U.S., we live in a verbally toxic environment.
William Priest’s comments that CEOs and boards of di-
rectors should be more vocal on divisive political issues
is a great way to irritate investors, customers, employees,
BARRON’S
and stakeholders by drawing un-
wanted (and unneeded) public push-
back. If a CEO wants to make political
fire, he/she should do so as a private
person and not inject the company
name as a position of authority to an
untenable argument.
B.J. Khalifah
Grosse Pointe Park, Mich.
The Russia House
To the Editor:
Investing in Russia in January 2022
is an unethical move, no matter how
cheap the valuations are (“As Russia-
Ukraine Tensions Heat Up, Beaten-Up
Russian Stocks and Currency May Be
Hard to Resist,” Emerging Markets,
Jan. 14).
Lexington Green
On Barrons.com
To the Editor:
Why combine political risk with in-
vestment risk? You have to be out of
ideas to find yourself having to resort
to taking this route.
Peter Rigby
On Barrons.com
To the Editor:
I subscribe to Barron’s for “contra
trade” ideas like the VanEck Russia
exchange-traded fund. This is truly a
value-adding, well-presented simple
thesis that fits so many narratives for
the next six to 12 months. It’s not for
every portfolio but ticks four boxes:
1) emerging markets exposure, 2)
commodity exposure, 3) a great entry
price, and 4) a 5%-plus dividend.
Mark DeNatale
Locust Valley, N.Y.
Monetary-Policy Drugs
To the Editor:
With a steadily expanding economy
and surging inflation in the U.S., the
Federal Reserve keeps adding mone-
tary liquidity (“Bond and Stock Mar-
kets Agree: Interest Rates Are Going
Up, Just Not Much,” Up & Down Wall
Street, Jan. 14). And in Randall W.
Forsyth’s column, we see not only that
today’s supereasy money is compara-
ble only to that in the World War II
era, but also—with the coming fed-
funds rate increases topping out at
near or perhaps even well below the
2.4% peak in 2019— that the Fed’s
monetary policy will still be quite ac-
commodative, while trying to rein in
inflation. So, have we become addicted
to monetary drugs, and will we even-
tually pay the consequences?
Ron Minarik
Mystic, Conn.
Dollar-Cost Averaging
To the Editor:
Why drive yourself crazy? (“Buy the
Dip? Consider These Value Stocks and
ETFs Instead,” Streetwise, Jan. 14).
Dollar-cost averaging into value and
growth exchange-traded funds on a
regular basis is a simple, easy way to
get the best of both worlds.
It can be as simple as using only
one S&P ETF for investors patient
and disciplined enough to stick with
that strategy through a business cycle,
as the top holdings turn over and are
replaced by the next dominant group,
or using the same strategy with a bas-
ket of ETFs from, say, Vanguard that
represent both growth and value in
small-, mid-, and large-cap companies.
Peter Brooks
On Barrons.com
Dividends vs. Buybacks
To the Editor:
In “Variable Dividends Are a Grow-
ing Trend in Resources and Energy.
Here’s Who Doing It—and Why,” Jan.
14), Jim Frias of steelmaker Nucor
“Have we become addicted
to monetary drugs, and will we
eventually pay the consequences?”
Roy Minarik, Mystic, Conn.
71
The Readback, a podcast taking you
inside the latest stories, is available
wherever you listen to podcasts.
says, “ ‘We create more value for
shareholders by buying back stock’
than by paying a higher dividend.”
Off to Google I went to see what the
facts are. Share repurchases improve
certain metrics over time, such as earn-
ings per share and cash flow per share.
Dividends are a share of profits that a
company pays to its shareholders. The
main difference between these two
things is that the dividend is typically
received on a quarterly basis, whereas
the benefit of a buyback doesn’t occur
until the stock is sold, something that
may not happen for years with long-
term investors, and the effect of the
buyback could be diminished.
I understand the viewpoint of Frias
and others who think this way. How-
ever, if a company is frugal with its
dividend, I am not going to be inter-
ested in investing in it. I have consid-
ered investing in Nucor. But, given my
desire for quarterly dividends with a
good yield, my money goes elsewhere.
Ted Fisk
Naperville, Ill.
C-Suite Decisions
To the Editor:
Hospitals had been deliberately short-
staffing for years before the pandemic
(“Many Hospitals Are Getting Over-
whelmed. It’s a Crisis That Could Af-
fect Healthcare for Years to Come,”
Jan. 14). This is a crisis originating in
C-suite decisions. Executives did not
anticipate a pandemic, nor did they
expect the exodus of staff members
who devoted their lives to caring for
others at all costs and finally couldn’t
take the squeeze anymore.
Delia Gable
On Barrons.com
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72 BARRON’S January 24, 2022