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A BRUTAL WEEK FOR STOCKS—WHAT’S NEXT • PAGE 28

VOL. CIII NO. 39 SEPTEMBER 25, 2023 $5.00


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

THE 50 BILLION DOLLAR QUESTION


The new injectable obesity treatments from Novo Nordisk and Eli Lilly could become so
popular that they threaten the healthcare system. Who stands to gain—and lose.
>
PAG E S 1 8, 2 0
63142
C O NT EN TS 09.25.23 VOL.CIII NO.39

P. 18 P. 16 P. 28

How Obesity Cures Trader: Turbulence on


Threaten Healthcare Waiting for the Stimulus the Way to a Landing
Cover Story: Weight-loss drugs China is suffering its worst economic crisis in decades. The good news: Beijing has tools to By CARLTON ENGLISH
will save billions of dollars. But avoid a Lehman-type collapse or a Japanese deflationary spiral. By RESHMA KAPADIA
costs could trigger a cascade of P. 31
secondary impacts.
By JOSH NATHAN-KAZIS
International: German
EVs’ Drive to Survive
P. 20 By CRAIG MELLOW
Mercedes-Benz and BMW can
Medtech Stocks: battle it out with Tesla and BYD.
Feeling the Heat But Volkswagen may get lapped.
Companies with treatments for
obesity-related conditions have P. 32
struggled as investors dumped
their shares. Is it real or a panic?
Striking Price: Why
By BILL ALPERT October Is a Fright
Goldman Sachs predicts an
P. 7 options volatility storm. Here’s
how to play it.
Up & Down Wall Street: By STEPHEN M. SEARS
Higher Rates Ahead
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The 10-year Treasury yield hit P. 54


4.5%, a 16-year high, but just
average since 1790. It won’t stop
Funds: Growth You
there. Can Live With
By RANDALL W. FORSYTH Janus Henderson Enterprise pulls
off a tough balancing act: tech-like
P. 11 returns with low downside risk.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Streetwise: Ordinary By LEWIS BRAHAM

Opportunities P. 55
Higher rates have sent some
wacky investment practices
China President Xi Jinping: The ultimate goal is to stay in power.
Retirement: The
packing—leaving attractive plays Shutdown Scenario
in stocks and bonds for investors. By ELIZABETH O’BRIEN
By JACK HOUGH

P. 13 P. 22 P. 24
Barron’s Roundtable
A BRUTAL WEEK FOR STOCKS—WHAT’S NEXT • PAGE 28

Can Truist Fix Its VOL. CIII NO. 39 SEPTEMBER 25, 2023 $5.00

Tech Trader: IPOs Economy: A Remedy on Fox Business


Merger Maladies? Stagger Back to Life for Social Security
A celebrated merger dented its Debuts like Arm, Instacart, and A bipartisan plan to fix the Watch our TV show each week:
financial performance. Now the THE 50 BILLION DOLLAR QUESTION
Klaviyo look a little shaky. Here’s a program makes sense. Its wrinkle: Fridays at 7:30 p.m. ET, and Satur-
bank has a turnaround plan. rundown of other companies that borrowing at the Treasury rate, days and Sundays at 9:30 a.m. and
The new injectable obesity treatments from Novo Nordisk and Eli Lilly could become so
popular that they threaten the healthcare system. Who stands to gain—and lose.
PAG E S 18, 20

By JACOB SONENSHINE Illustration by Kelsey Dake might be willing to make the leap. and investing in stocks. 10:30 a.m. ET. This week, tips on
By ERIC J. SAVITZ By ALLAN SLOAN how to invest in a high-rate envi-
P. 14 ronment from Cresset Capital’s
© 2023 Dow Jones & Company,
P. 23 P. 26 chief investment officer, Jack Ab-
James Dolan’s Music Inc. All Rights Reserved.
lin. Plus, the outlook for Rocket
of the Spheres Our newspapers are 100% sourced Income: Bargains in Q&A: Getting Ready

Lintao Zhang/Getty Images


from sustainable certified mills. Lab after its failed launch.
Follow-Up: The Madison Square BARRON’S (USPS 044-700) (ISSN
1077-8039) Published every
Battered Utilities for the Golden Years
Garden chief bets big that a glitzy Monday. Editorial and Publication Rates have stifled shares. But that The Natixis Center’s Dave Goodsell
Headquarters: 1211 Avenue of
Vegas entertainment venue can the Americas, New York, N.Y. won’t last forever, and there are on how Americans can better Index P. 4 Power Play P. 33
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September 25, 2023 BARRON’S 3

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


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

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

XLU UTILITIES SECTOR SPDR ETF TOP 10 HOLDINGS*


Company Name

NextEra Energy
Symbol

NEE
Weight

14.78%
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Southern SO 8.08%
Duke Energy DUK 7.49%
Sempra SRE 4.83%
Dominion Energy D 4.44%
American Electric Power AEP 4.41%
Exelon EXC 4.36%
Constellation Energy CEG 3.70%
*Components and weightings as
of 8/31/23. Please see website for Xcel Energy XEL 3.44%
daily updates. Holdings subject
Consolidated Edison ED 3.37%
to change.

Aninvestorshouldconsiderinvestmentobjectives,risks,chargesandexpensescarefullybeforeinvesting.Toobtainaprospectus,whichcontainsthisandotherinformation,call1-866-SECTOR-ETFor
visit www.sectorspdrs.com. Read the prospectus carefully before investing.
The S&P 500, SPDRs®, and Select Sector SPDRs® are registered trademarks of Standard & Poor’s Financial Services LLC. and have been licensed for use. The stocks included in each Select Sector Index were selected by the compilation agent.
Their composition and weighting can be expected to differ to that in any similar indexes that are published by S&P. The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S.
stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. Investors cannot invest directly in an index.
The S&P 500 Index figures do not reflect any fees, expenses or taxes. Ordinary brokerage commissions apply. ETFs are considered transparent because their portfolio holdings are disclosed daily. Liquidity is characterized by a high level
of trading activity.
Select Sector SPDRs are subject to risks similar to those of stocks, including those regarding short-selling and margin account maintenance. All ETFs are subject to risk, including possible loss of principal. Funds focusing on a single sector
generally experience greater volatility. Diversification does not eliminate the risk of experiencing investment losses.
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
4 BARRON’S September 25, 2023

I N D EX
Our index lists significant companies mentioned in stories and columns, For Customer Service, call 1 (800) 544-0422, or go to
plus Research Reports, and Corrections & Amplifications. The references customercenter.barrons.com. For reprints of articles,
are to the first page of the item in which the company is mentioned. call 1 (800) 843-0008, or go to djreprints.com.

A Activision Blizzard . . . . . . . . . . . . . . . . . . . . . . . . . 12 MDC Holdings 8 N News Corp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 NiSource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23


Advance Auto Parts . . . . . . . . . . . . . . . . . . . . . . . . 33 Mercedes-Benz Group . . . . . . . . . . . . . . . . . . . . . 31 Nike . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,36 Novo Nordisk . . . . . . . . . . . . . . . . . . . . . . . . . . . 18,20
Alibaba Group Holding . . . . . . . . . . . . . . . . . . . . . 17 Meta Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . 8,11 Nikola 34 Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,22
Alliant Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,12 NIO 34
Amazon.com 8 P PayPal Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
American Electric Power . . . . . . . . . . . . . . . . . . 23 PDD Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Apple 8 PulteGroup 8
Ares Capital 8
Arm Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 R Revvity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
ARS Pharmaceuticals 34 Rocket Lab USA 34
Rupert Murdoch Executive Chairman, News Corp
B Bausch Health 34 Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones
S Sabra Healthcare REIT 8
Block . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Sixth Street Specialty Lending . . . . . . . . . . 12,33
BMW 31 EXECUTIVE VICE PRESIDENT AND GENERAL MANAGER Dan Shar SLB 8
BYD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Snowflake . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
EDITOR IN CHIEF David Cho Splunk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
C Cardlytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin Starbucks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
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Carvana . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Steelcase 34
Alex Eule, Ben Levisohn
DEPUTY EDITORS
CenterPoint Energy . . . . . . . . . . . . . . . . . . . . . . . 23 Stellantis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt
China Evergrande Group . . . . . . . . . . . . . . . . . . 16 Stitch Fix 34
EDITOR AT LARGE Andy Serwer
Cigna Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Cisco Systems . . . . . . . . . . . . . . . . . . . . . . . . . . 12,36 MANAGING EDITORS Kristen Bellstrom, Matt Bemer, Daren Fonda, Amey Stone, Joe Woelfel T Tandem Diabetes Care . . . . . . . . . . . . . . . . . . . . . 20
Costco Wholesale . . . . . . . . . . . . . . . . . . . . . . . . . . 12 ASSISTANT MANAGING EDITORS Henry Cutter, Mel Gray, Anita Hamilton, Mary Romano, Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Country Garden Holdings . . . . . . . . . . . . . . . . . . 16 Robert Sabat, Rupert Steiner (London bureau chief) Tencent Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Cytek Biosciences . . . . . . . . . . . . . . . . . . . . . . . . . 33 Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,31
ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

TFI International . . . . . . . . . . . . . . . . . . . . . . . . . . 54
D Darden Restaurants . . . . . . . . . . . . . . . . . . . . . . . 33 SENIOR WRITERS Bill Alpert, Megan Cassella, Lauren Foster, Nicholas Jasinski, Tae Kim, TJX Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Megan Leonhardt, Joe Light, Elizabeth O’Brien, Al Root, Avi Salzman TKO Group Holdings 34
E Eli Lilly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18,20 Jacob Adelman, Janet H. Cho, Adam Clark, Emily Dattilo, Jack Denton, Catherine Dunn,
REPORTERS Travere Therapeutics 34
EQT 8 Carleton English, Sabrina Escobar, Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis, Truist Financial . . . . . . . . . . . . . . . . . . . . . . . . . 13,29
Expro Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Angela Palumbo, Teresa Rivas, Connor Smith, Jacob Sonenshine, Brian Swint, Karishma Vanjani, Andrew Welsch
U United Parcel Service . . . . . . . . . . . . . . . . . . . . . . 54
STORY EDITORS Ed Lin, Erin McCarthy, Liz Moyer, Patrick O’Donnell, Stacy Ozol,
F FleetCor Technologies . . . . . . . . . . . . . . . . . . . . . 54
Ross Snel, Neal Templin, J.J. Thompson
Ford Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 V Volkswagen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Fox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 COPY DESK Michael J. Burlingham, Robert Teitelman

IDEAS EDITOR Matt Peterson W Walmart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36


G General Motors . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Walt Disney . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary
Gilead Sciences . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Waters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Goldman Sachs Group . . . . . . . . . . . . . . . . . . . 12,33 SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Nick Devor, Clare McKeen Western Alliance Bancorp 29
HEAD OF VISUALSChelsea Schiff W.P. Carey 34
ART DIRECTORS Lynne Carty, Shayanne Gal, Nick Hallam, Sue Ng
I IBM 36 DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Alis Atwell, Halie Chavez, Nicole Silver X XPeng . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Immunocore Holdings . . . . . . . . . . . . . . . . . . . . . 33
RESEARCHER Dan Lam
Inspire Medical Systems . . . . . . . . . . . . . . . . . . . 20
Intuit 30 STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima

James H. Balmer
ADVERTISING SERVICES MANAGER
K KKR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 NEWS editors@barrons.com STATISTICS barronsstats@barrons.com CUSTOMER SERVICE 800-544-0422
Klaviyo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,22
GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Jack Otter

M Madison Square Garden Entertainment . . . . 14 Barron’s is a trademark of Dow Jones and its affiliates. Barron’s (USPS 044-700) (ISSN 1077-8039) Published every Monday. Editorial and Publication
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September 25, 2023 BARRON’S 5

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September 25, 2023 BARRON’S 7

UP & D OWN WALL STREET


10-Year Treasury yields just breached 4.5%,
a 16-year high. Some market strategists see
yields north of 5% coming into view.

Treasury Yields Are


midpoint. But for 2024, the FOMC reduces its holdings of Treasury secu-
median projection now is for a total rities at the same time the federal gov-
of a half-point rate reduction by year ernment faces deficits of $18.8 trillion
end (presumably in quarter-point over the coming decade, according to

Headed Even Higher.


increments), to 5.1%, rather than a Congressional Budget Office esti-
full point. mates, that term premium should rise
That’s based on economic projec- and lift yields, he writes in a client
tions that envisage continued growth note.

Stocks Won’t Like It.


and a further easing in inflation with a Chris Verrone, head of Strategas’
smaller uptick in unemployment than technical and macro research team,
previously anticipated for next year, a also sees the 10-year Treasury headed
fortuitous combination characterized to 5.1%-5.2% on his charts after its
as “aspirational” by J.P. Morgan chief breakout above its previous peak of
economist Bruce Kasman in a Bloom- 4.36%. Moreover, he sees the equity

I
berg television interview. market becoming uncomfortable with
t’s back to the future for inter- price of 48.186, more than half off Given short-term rates well into the the level of interest rates.
est rates. their original price just over three 5% range through 2024, last week’s Cyclical stocks have ceased outper-
The benchmark 10-year years go. 4.5% on the Treasury 10-year note forming defensive names in the past
Treasury note yield briefly But the question remains, are we doesn’t seem to be its ultimate destina- month, he points out in a client note.
breached the 4.5% level this there yet? While the Federal Reserve, tion. History shows that the fed-funds And while the S&P 500 index re-
past week, which was widely as expected, held its federal-funds rate and the 10-year Treasury have mains well above its August lows and
noted to be the highest level target unchanged, at 5.25% to 5.5%, tended to peak around the same level, its 200-day moving average, bolstered
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

since 2007. That makes it seem as if BY RANDALL at its policy meeting last week, it also according to Jawad Mian, the founder by the Magnificent Seven big-cap tech
this were something extraordinary. W. FORSYTH confirmed that it intended to hold and managing editor at Stray Reflec- names, the equal-weighted S&P 500
In actuality, it represented nothing interest rates higher for longer. tions, an independent global macro has broken below both marks.
more than a return to normalcy. As the aforementioned Fed chair- research and trading advisory. Investors weaned on historically low
This 4.5% yield represents the man, Jerome Powell, emphasized, pol- What’s different this time is that interest rates now have to deal with
long-term average for U.S. government icy makers would proceed cautiously. the Fed’s previous quantitative easing money that no longer costs nothing,
debt, and by that we mean really long In terms of the Federal Open Market has lowered the so-called term pre- or even less after counting inflation.
term, going all the way back to 1790. Committee’s updated Summary of mium (the extra yield for holding lon-

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

Credit for that observation goes to Jim Economic Projections, that could ger maturities, analogous to the equity ields are rallying. Years ago,
Reid, Deutsche Bank’s head of global mean one more quarter-point hike in risk premium for stocks) by perhaps that was a sardonic observa-
fundamental credit strategy. its fed-funds target this year, to a 5.6% a full percentage point. As the Fed tion on the bond market—
“In some ways, this could be seen that is, bonds are falling due
as a concern, since we’re ‘only’ now to the ineluctable inverse relationship
at normal historical levels, despite the between their prices and yields. The
fact inflation is still elevated and re- higher future interest income from
cord peacetime deficits are predicted new purchases of fixed-income secu-
for the rest of your careers, however rities was scant compensation for the
old you are,” he commented in one principal losses on previous hold-
of his always informative Chart of the ings, however.
Day notes. At some point, yields rallied so
“The good news is that at least much and prices had become so de-
value has returned. It’s going to be pressed that bonds became a buy. Have
Chen Mengtong/China News Service/VCG/Getty Images

much more difficult for longer-term we reached that point again, with a
investors to lose money in Treasuries benchmark 10-year Treasury yield
now that it was for most of the last near 4.5%, a level not seen since 2007?
decade in both nominal and, to a A few investment pros think so,
lesser degree, real terms,” he added. pointing to yields that have climbed
But that’s after stunning losses in decisively above inflation. Others
supposedly “riskless” government demur, however, noting that the risk
securities, some of which sell at less of further yield increases (and price
than 50% their face value. With a nod declines) isn’t worth it, especially
to our Deadhead central bank chief, when significantly higher returns are
what a long, strange trip it’s been— readily available on risk-free short-
and a bad trip for those who own the term instruments such as Treasury
1.25% Treasury bonds due on May 15, bills. The 5.5% yields on those Trea-
2050, which closed on Thursday at a Federal Reserve Chairman Jerome Powell has said that the central bank will proceed cautiously in raising rates. suries also present a high hurdle for
8 BARRON’S September 25, 2023

Up & Down Wall Street (continued)

risk assets such as stocks and speculative- Unlike the previous beneficiaries
grade corporate credits. such as domestic producers of shale oil,

SYLD
Among those favoring longer bonds offshore beneficiaries, including Trans-
is Chris Brightman, CEO and chief invest- ocean (RIG) and SLB (SLB), formerly
ment officer of Research Affiliates. Real known as Schlumberger, are among
yields—that is, their margin above Muhlenkamp’s favorites. He’s also positive
inflation—are the highest since the on EQT (EQT), a gas producer. If an em-
2008-09 financial crisis, he notes. phasis on high-yielding short-term paper
This past Thursday, 10-year Treasury and energy sounds like a page from the
inflation-protected securities, or TIPS, inflationary 1970s, that’s not a coincidence.
traded at 2.112%, the highest real yield Higher interest rates make stocks trad-
Cambria Shareholder Yield ETF since mid-March 2009, according to
Tradeweb data. The flip side is that the
ing at elevated price/earnings ratios vul-
nerable, Lieberman adds. Also at risk are
iShares TIPS Bond exchange-traded traditional defensive sectors such as utili-
fund (ticker: TIP), traded that day at its ties and consumer staples, which he sees
Dividends + Buybacks lowest price since April 14, 2010, accord- trading at excessive valuations resulting
ing to Dow Jones’ data keepers. from their perceived stability.
Similarly, the iShares 20+ Year Trea- But that leaves pockets of “tremendous
cambriafunds.com sury Bond ETF (TLT) traded on Thurs- value,” Lieberman says. Despite rising
day at its lowest level since April 12, 2011. interest rates, he favors housing-related
For bond bulls like Brightman, this is an stocks due to the overwhelming shortage
opportunity to buy low. of existing housing supply, which is un-
Conversely, Brightman is bearish on the likely to be corrected for a number of
big U.S. growth stocks, but not because of years. His picks include well-known
the higher yields that make their valua- names such as Lennar (LEN) and Pulte-
tions less compelling. Brightman thinks Group (PHM), and small-cap M.D.C.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

the rapid growth in earnings for the likes Holdings (MDC).


The Cambria Shareholder Yield ETF ranked #1 out of 267 funds in the Morningstar Mid-Cap Value Category on an of Microsoft (MSFT), Apple (AAPL), For higher yields from fixed income,
absolute, total return basis over the 10-year period as of 7/31/2023. Amazon.com (AMZN), Tesla (TSLA), Lieberman likes business development
Meta Platforms (META), and Nvidia companies, or BDCs. These are nonbank
SYLD received a 5-star overall rating from Morningstar as of 8/31/23 out of 379 funds in the Mid-Cap Value category based on risk-adjusted returns.
For the 3-year period, SYLD received a 5-star rating out of 379 funds and for the 5-year period, SYLD received a 4-star rating out of 363 funds, as of (NVDA) cannot be sustained to justify lenders to riskier, smaller businesses, but
8/31/23. For the 10-year period, SYLD received a 5-star rating out of 270 funds, as of 8/31/23. Cambria Funds distributed by ALPS Distributors, Inc. their stock prices. with eye-popping yields around 10% to
The Cambria Shareholder Yield ETF ranked #1 out of 135 funds in the Morningstar Mid-Cap Value Category on an absolute, total return basis over the Some other investment pros look compensate. Among his picks are leading
10-year period as of 8/31/23. For the 1-year period, SYLD ranked #95 out of 199 funds as of 8/31/23. For the 3-year period, SYLD ranked #5 out of 190 askance at buying 10-year Treasuries at names in the sector, such as Ares Capital
funds as of 8/31/23, and for the 5-year period, SYLD ranked #2 out of 182 funds as of 8/31/23.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

nearly 4.5%, instead of short-term T-bills (ARCC) and Sixth Street Specialty
©2023 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its yielding a full percentage point more. Lending (TSLX).
content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Only if one thinks bond yields will drop Another yield pick: real estate invest-
Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. can one justify taking on more risk for ment trusts investing in nursing-home
Past performance is no guarantee of future results.
less current reward, says Jeff Muhlen- properties. The sector was battered dur-
The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity kamp, the second-generation portfolio ing the Covid pandemic but has since
and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. manager at Muhlenkamp & Co. and the recovered. Lieberman’s picks include
Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated
basedonaMorningstarRisk-AdjustedReturnmeasurethataccountsforvariationinamanagedproduct’s monthlyexcessperformance, Muhlenkamp fund (MUHLX). Sabra Healthcare REIT (SBRA), LTC
placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any Charles Lieberman, chief investment Properties (LTC), and Omega Health-
adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next officer at Advisors Capital Management care Investors (OHI). Yields range from
35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed and a veteran Fed watcher, says rates of about 7% to nearly 9%.
product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable)
Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three 5.5% on the short end of the market act as Finally, for a bondlike play with an
year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more a magnet to draw yields on longer maturi- equity kicker, Lieberman likes Bank of
months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most ties higher. So, why take the risk? he asks America’s 7.25% convertible preferred
recent three-year period actually has the greatest impact because it is included in all three rating periods. rhetorically. shares (BAC.PL). This is what’s called a
Investing involves risk, including the possible loss of principal. Those high short-term rates also raise “busted convertible” since the preferred is
Dividends are not guaranteed. Companies currently paying dividends can stop paying dividends without notice. A buyback is when a the bar on all other alternatives, Muhlen- exchangeable for Bank of America com-
company buys its own outstanding shares to reduce the number of shares available on the open market. kamp says. What interests him is energy, mon stock (BAC) at $50 a share, far above
To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk for a couple of reasons. First, he observes Thursday’s close of $28.05. While the em-
factors, charges and expense before investing. This and other information can be found in that crude-oil prices have been rising into bedded call option is far out of the money,
the Fund’s full or summary prospectus which may be obtained by calling 855-383-4636 (ETF the $90-a-barrel range in tandem with the the yield is an attractive 6.41% at the pre-
INFO) or visiting our website at www.cambriafunds.com. Read the prospectus carefully before dollar’s rally since midsummer. Usually, ferred’s price of $1,130.50, a premium over
investing or sending money. For fund performance as of the most recent month-end please commodities such as oil move in the oppo- the face value of $1,000 a share.
visit www.cambriafunds.com. The performance data quoted represents past performance.
Past performance does not guarantee future results. site direction of the greenback. That sug- While yields on Treasury bonds are
gests petroleum is in a long-term bull mar- rallying, they could go still higher, making
TheCambriaETFsaredistributedbyALPSDistributorsInc.,1290Broadway,Suite1000,Denver,CO80203, ket, the result of years of underinvestment for better opportunities elsewhere. B
which is not affiliated with Cambria Investment Management, LP, the Investment Adviser for the Fund.
in the sector and environmental con-
straints on boosting output. email: randall.forsyth@barrons.com
September 25, 2023 BARRON’S 9

The biggest ideas


inspire new ones.
30 years ago, State Street created an ETF
that inspired the world to invest differently.
It still does.

What can you do with SPY,


the S&P 500® ETF that
started it all?
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Scan to learn more about SPY

Before investing, consider the funds’ ETFs trade like stocks, are subject to investment risk, fluctuate SPDR® is a registered trademark of Standard & Poor’s Financial
in market value and may trade at prices above or below the Services LLC (S&P), a division of S&P Global, and has been
investment objectives, risks, charges ETFs net asset value. ETF shares may not readily trade in all
market conditions. Brokerage commissions and ETF expenses
licensed for use by State Street Corporation. No financial
product offered by State Street or its affiliates is sponsored,
and expenses. To obtain a prospectus will reduce returns. endorsed, sold or promoted by S&P.
or summary prospectus, which This communication is not intended to be an investment ALPS Distributors, Inc. (fund distributor); State Street Global
recommendation or investment advice and should not be relied Advisors Funds Distributors, LLC (marketing agent).
contains this and other information, upon as such.
call 1.866.787.2257 or visit SPDR® S&P 500® ETF Trust is a unit investment trust, listed on
www.ssga.com. Read it carefully. NYSE Arca, Inc.

Not FDIC Insured No Bank Guarantee May Lose Value 5482849.1.1.AM.RTL


10 BARRON’S September 25, 2023

EXCLUSIVE OFFER BELOW FOR BARRON’S READERS

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INVESTMENTS
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September 25, 2023 BARRON’S 11

ST R E E T W I S E
Two years ago, the Fed targeted a core rate of 0%
to 0.25%. Now it’s 5.25% to 5.5%, and it costs real
money to invest in something speculative.

The Wackiness May


strategist at PGIM Fixed Income, has in corporate behavior abroad. “Eu-
advice for tactical bond buyers. The rope and Japan have discovered the
middle of the yield curve appears to secret sauce of buybacks as some-
have priced in expectations of future thing that not just mechanically im-

Be Gone. Well-Priced
rate declines more fully than the rest proves earnings per share, but also
of the curve, he says. If interest rates something that at the end of the day
don’t fall, these bonds could be sub- is rewarded by shareholders,” says
ject to “roll-ups.” That’s where prices Santos.

Investments Remain.
gently decline as bonds age to match

E
the higher yields that are available ven U.S. stocks could con-
now on shorter issues. To reduce that tinue shining. This past
roll-up potential, Tipp recommends a week, BofA Research pre-
barbell approach focused on bonds dicted a further 4% gain
shorter than two years and longer from here for the S&P 500 by year’s

W
than 10. end. Higher yields aren’t necessarily
here have all Higher interest rates have washed But less-tactical investors who an impediment; the bank points out
the weirdos away much of the wackiness. Two simply buy a broad basket of quality that from the mid-1980s to 2008, real
gone? Not years ago, the Federal Reserve was bonds are likely to be happy enough rates were more than a point higher
two years ago targeting a core interest rate of 0% with their results, says Tipp. “Yield is than now, and stocks returned 15% a
in a cover to 0.25%. Now it’s at 5.25% to 5.5%. destiny,” he says, meaning that start- year. Also, companies, unlike bonds,
story on the Suddenly, it costs real money to con- ing yields are a pretty good indica- can always make changes. Meta
state of fi- vert interest-earning deposits into tion of future results. Many investors Platforms (META) this year an-
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

nance, I opened with a cowboy in his BY JACK something speculative. Meanwhile, have too little in bonds now, he says, nounced cost cuts and stock buy-
underpants serenading a Times Square HOUGH prices for ordinary investments are either because they ditched them backs, and projections for its earn-
duo in matching onesies about a holo- as agreeable as they’ve been in years, when yields were ultralow, and they ings per share have climbed from
graphic worm. He had been commis- with the possible exception of a haven’t returned, or simply because about $8 to over $13.
sioned to raise interest in a particular handful of U.S. stocks. Take a look. stocks have sharply outperformed What makes the S&P 500 rela-
nonfungible token. If you don’t know A plain-vanilla U.S. bond index bonds of late. tively expensive, of course, are
what those are, they’re unique, trad- fund like the Vanguard Total Bond Gabriela Santos, global market puffed-up valuations for seven tech-
able, blockchain identifiers—contrived Market exchange-traded fund (BND) strategist at J.P. Morgan Asset Man- nology companies with outsize index
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

digital scarcity, basically. If you’re pays 4.7%, or a point more than the agement, says this is an excellent weightings. BofA is particularly bull-
wondering why someone would buy latest year-over-year reading on infla- time for U.S. stock investors to shift ish on the equal-weight version of the
such a thing, it’s because a) prices for tion. Policy makers this past week money to overseas markets. Prices index, like the one underpinning the
some of them were shooting higher at left rates unchanged but held open are attractive. The iShares MSCI Invesco S&P 500 Equal Weight
the time, and b) the people pitching the possibility of another hike, and Eurozone ETF (EZU) traded re- ETF (RSP). It recently traded below
them used cartoon ape faces and indicated that they expect rates to cently at 12 times this year’s projected 16 times this year’s projected
such to make them more personable. remain above prepandemic levels for earnings, and the iShares MSCI earnings.
And if you’re thinking that sounds years longer. Charles Schwab fixed- Japan ETF (EWJ), at 16 times, versus The valuation gap between the
crazier than cryptocoins, you get it. income strategist Kathy Jones points 20 times for the S&P 500 index of equal-weight index and the top seven
I’m pretty sure the cowboy is still out that Treasury yields tend to peak U.S. stocks. The U.S. dollar, following stocks in the regular S&P 500 is the
around—he’s a Midtown Manhattan before the last rate hike of the cycle. 14 years of strengthening, could give widest since the late-1990s dot-com
fixture. But I can’t remember a recent She sees now as a good time to lock up ground to the euro and the yen, stock bubble, says BofA. Plus, the
mention of NFTs. in bond yields before they fall. adding to overseas returns, says second quarter seems to have marked
Crypto still trades, of course, but its Robert Tipp, the chief investment Santos. There has also been a shift a trough in the current earnings cy-
collective value has fallen from $3 cle, and the recovery part of the cycle,
trillion to a little over $1 trillion, or which we might be in now, tends to
from roughly the money supply of the favor the value tilt of the equal-
United Kingdom to that of Canada. BARRONS.COM/PODCASTS weight index.
Meme stock action isn’t what it used Somewhere in there is a mix of
to be. Sure, chat room traders will
occasionally take a broken growth
stock like Carvana (ticker: CVNA) for
Barron’s Streetwise assets that can perform for the next
decade even without meme status or
an underdressed cowboy crooning to
a joy ride. But they used to have more In a weekly podcast by Barron’s, columnist Jack Hough looks raise exposure. Although, if you want
of a sense of humor, running up at the companies, people, and trends you should be watching. to hedge, I’m sure he’d be willing to
shares of the wrong company named This is Wall Street like you’ve never heard before. Subscribe work up an equal-weight indexing
Zoom, for example, or piling into a to Barron’s Streetwise on Spotify, Apple Podcasts, diddy for a reasonable fee. B
shell company linked to the former or your favorite listening app.
Blockbuster video rental chain. email: jack,hough@barrons.com
12 BARRON’S September 25, 2023

R E VIEW & PREV IEW 33,963.84 502.17 Sign up for the Review &
Preview daily newsletter at
Dow Industrials: - 654.40 Dow Global Index: - 14.02 Barrons.com/reviewpreview

LAST WEEK TH IS WEEK

Markets. Another Fed week, with Tuesday 9/26


investors expecting policy makers to
pause. Polled economists felt differ- Two retail giants announce earn-
ently. The Fed faced an auto workers’ ings. Costco Wholesale reports after
strike, the near-certainty of a govern- the close on Tuesday, and Nike fol-
ment shutdown, and oil prices nearing lows suit on Thursday. Shares of
$100 a barrel. Investors won: The Fed Costco are up 22% this year, partly
left rates alone—for now. Stocks dove due to the resilience of U.S. consumer
as bond yields surged. On the week, spending, while Nike’s stock is down
the Dow industrials fell 1.89%, the S&P 22% due to weakness in China, its
500 lost 2.93%, and the Nasdaq Com- third-largest market by revenue.
posite got whacked 3.62%.

Companies. The UAW widened its Wednesday 9/27


three-plant strike against General Mo-
tors and Stellantis, but spared Ford. The Census Bureau releases the
The union representing Ford workers durable goods report for August.
in Canada reached a tentative agree- Economists forecast that new orders

TikTok’s
A Mixed Bag ment. The Federal Trade Commission for durable manufactured goods will
Retail stock performance has sued private-equity firm Welsh, Carson, decline 0.4% month over month, after
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

diverged in a year defined by Anderson & Stow over a roll-up of an- a 5.2% plunge in July. That was the

Fall Effect
inflation and rising interest rates. esthesiology practices. The Securities steepest decrease since the early days
TJX Cos. Starbucks Target
and Exchange Commission voted to of the pandemic in April 2020.
crack down on fund names that don’t
40% reflect their holdings. Longtime News
Corp and Fox Chairman Rupert Mur- Friday 9/29
Fall began on Saturday, but you’d think it had ar- 20 doch, 92, announced his retirement. His
rived weeks ago if you shopped at Target, T.J. Maxx, son, Lachlan Murdoch, succeeds him. The Bureau of Labor Statistics
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

or Starbucks. The retailers are tuned into the 0 releases the personal-consumption
season, with Halloween knickknacks and home Deals. Maplebear, Instacart‘s parent, expenditures price index for August.
goods—and, of course, pumpkin-themed plastic -20 traded up 12% on its debut, then slid. A Consensus estimate is for the PCE to
cups. TikTok has noticed, chronicling shopping day later, digital marketer Klaviyo rose increase 3.4% year over year, following
trips, a boon for sales—and perhaps for stocks. -40
23% but also fell back…The Wall Street a 3.3% gain in July. The Federal Re-
For the past 50 years, from 1972 through 2022, Journal reported that Goldman Sachs serve’s favored inflation gauge, the core
shares of Target and TJX, the parent of T.J. Maxx 2023 Sept. was in talks to sell specialty lender PCE, which excludes food and energy
and HomeGoods, have averaged gains of 3.2% and Source: FactSet GreenSky to a group that includes prices, is expected to rise 3.9%, three-
3.9% from August to November, respectively, ac- Pimco, KKR, and Sixth Street for tenths of a percentage point less than
cording to Dow Jones Market Data; from 1992 to TikTok Profile $500 million, less than a third what previously. The core PCE is 1.2 points
2022, Starbucks averaged a 10% pop. Over the past Users of the popular social media site Goldman paid for it in 2021…Cisco below its postpandemic peak from Feb-
four years, foot traffic has climbed, too. Last year skew slightly more female and have Systems agreed to buy cybersecurity ruary 2022, but still far too high for the
Target, T.J. Maxx, HomeGoods, and Starbucks saw a demographic peaking between firm Splunk for $28 billion...A U.K. Fed, which said at the FOMC confab
traffic beat 2018’s by 21.5%, 2.5%, 8.3%, and 5.9%, 25 and 34 years old. regulator approved Microsoft amend- this past week that interest rates would
respectively, according to Placer.ai data. ments on its Activision Blizzard deal. probably remain higher for longer.
The bump in shoppers parallels the boom in 40%
TikTok’s popularity, which began around 2019.
One seasonal trend is a white-ghost-shaped pillow 30
and collection of ghost-patterned blankets found at THE NUMBERS
HomeGoods and T.J. Maxx. Dozens of videos show
the throws on couches and beds—and buyers on
the hunt. With six weeks until Halloween, the
20
327 K 59 24% 15.3%

Illustration by Elias Stein


hashtag “ghostblanket” got 55.5 million views. 10 Number of public- Number of compa- Unoccupied space Decline in existing
For all the TikTok buzz, Target is off 24.4% and sector jobs added nies that men- in office towers in U.S. home sales in
Starbucks is down 5.6%, though TJX is up 12% for in 2023, some 20% tioned ESG in 2Q 18 Chinese cities, August from a year
0
2023. Inflation persists, gas prices are up, and stu- of all jobs created, earnings, down compared with a earlier, the slowest
dent-loan-repayments have resumed. Fall decor 18-24 25-34 35-44 45-54 55-64 65+ compared with 5% from a peak of 156 U.S. high of 18.2% pace since Janu-
only goes so far. — Emily Dattilo Source: Similarweb in 2022. in 2021’s 2Q. in June. ary.
September 25, 2023 BARRON’S 13

A Troubled
Tier 1 capital ratio. It was all designed
to make Truist a more focused—and
more profitable—financial institution.
“We expect management’s refo-

Bank Merger cused efficiency improvement efforts


will begin to yield greater progress
into 2024,” writes Raymond James

Is Finally analyst Michael Rose, who forecasts


roughly flat earnings per share year
over year at $3.65 in 2024.

Fixing Itself
Change will take time, though. Reve-
nue this year is expected at about $23.6
billion, up about 1.5% from 2022, but
could slip 2.6%, to $23 billion, in 2024.
And margins are expected to decline by
1.2 percentage points next year.
Four years after it was created,

E
Truist Financial is finally dealing verything starts to look up in
with the issues that have damaged 2025, however, as the changes
start to take hold. Analysts ex-
it. The case for buying now. pect net interest income to rise
about $500 million to just over $14
billion in 2025 from next year, pushing
total revenue to about $23.9 billion, a
BY JACOB SONENSHINE record. Margins could rise if the Fed-

B
eral Reserve stops hiking rates, stabi-
anks have had a tough The stock is “attractive,” says Gary The first step in lending and wealth management. lizing short-term borrowing costs.
fixing a problem is
2023, and Truist Finan- Hurlbut, a senior portfolio manager acknowledging it, Those cuts won’t cause expenses With costs in check, EPS would rise to
cial has suffered more at Ziegler Capital Management, who and that is what to drop, but it will mean they grow about $4.10 in 2025, up 15% from 2024.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Truist’s leadership
than most. The company, owns shares of Truist. “If I could see has done.
by just 0% to 1% in 2024, according Overall, “this expense program
though, is making big improvement in expenses, I’d proba- to UBS analyst Erika Najarian, down helps provide a credible path to hold
changes that could turn bly add a little bit.” from 2023’s estimated 7% expense costs relatively flat,” writes Goldman
its stock into a winner. For a bank whose name implies growth. “[We] expect the greater visi- Sachs analyst Ryan Nash, who fore-
The banking mini-crisis in March trust, there has certainly been a lack bility to remove a significant overhang casts EPS to grow to $3.80 in 2025
hit Truist (ticker: TFC)—and hit it of it. The merger of BB&T and Sun- for the stock,” she writes. from $3.70 in 2024.
hard. The stock has fallen 44% since Trust happened with much fanfare, Cutting costs isn’t the only change All of this will require patience, but
its early February 2023 high, more as management promised that the full Truist is making. The company sim- keep in mind that Truist currently pays
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

than the 36% decline in the SPDR integration of all systems would be plified its management structure, and a quarterly dividend of $0.52, good for
S&P Regional Banking exchange- done by 2021. It hasn’t delivered. it has been eliminating underperform- a yield of 7.4% at Friday’s closing price
traded fund (KRE) over that time. The two banks were never inte- ing businesses, including indirect auto of $28.07. The dividend looks safe, too.
That’s a reflection not just of the grated properly, causing costs to eat loans and other single-product ven- The payout totals just under $2.8 bil-
problems that are facing all banks— into sales and dent profits. What’s tures, and some unprofitable bond lion a year, which is easily covered by
slowing loan demand, margin pres- more, the company has missed earn- trading. It offloaded its $5 billion stu- next year’s net income of $4.8 billion.
sures from higher interest rates, and ings estimates 11 times during the past dent loan portfolio and sold a minority Even an earnings disappointment
fleeing deposits—but Truist’s own 20 quarters, when more than 70% of stake in Truist Insurance Holdings should still leave plenty of cash to
issues, as well. The Charlotte, N.C.– other banks beat. And while Wall earlier this year, which boosted its return to shareholders.
based company, a combination of Street expects the typical regional And if business goes well, the total
BB&T and SunTrust Banks, has bank to report earnings in 2024 that return could be even better. Truist
never really lived up to the promise are 2% higher than they were in 2019, Truist Financial trades at just 8.2 times 12-month for-
of its merger in late 2019. Truist is expected to earn $3.66 a (TFC / NYSE) ward earnings right now, below the
The good news: Truist has finally share, still below 2019’s $3.76. SPDR S&P Regional Banking ETF’s
acknowledged that it needs to do a Before you can fix a problem, you $70 9.1 times. A 9.1 multiple on earnings
better job. It’s cutting costs by selling have to acknowledge it, and that is of $3.66 would put Truist stock at
or closing underperforming busi- what Truist has finally done. At an 60 $33.31, up 19%. Add the annualized
nesses and reducing the number of industry conference earlier this month, dividend payment of $2.08 and the
workers. At the same time, its sales, CEO William Rogers announced steps 50 total return would be about 25%. A
margins, and earnings growth are that the company would take to turn 9.1 multiple on 2025 earnings would
likely to hold up better than its peers, around what he admitted has been a 40 put the stock up 33%.
Scott McIntyre/Bloomberg

partly because many of its fee-based disappointing financial performance. “I’m willing to say, ‘OK, we’ll give
businesses, such as insurance, are The first step? Eliminating $750 them a chance to execute,’” says David
30
growing this year. All of this for a val- million in operating expenses over the Ellison, a portfolio manager at Hen-
uation that resides near the bottom of next 12 to 18 months, with $300 mil- nessy Funds. “We’re getting a divi-
20
the banking sector and with a divi- lion coming from layoffs, $250 million dend while we wait.”
dend that is substantial enough to pay from business realignment, and $200 2021 ’23 Given Truist’s earnings potential,
investors to wait for a turnaround. million from technology that supports Source: FactSet you won’t have to wait too long. B
14 BARRON’S September 25, 2023 September 25, 2023 BARRON’S 15

FOLLOW-UP
Success in Las Vegas could enable the com-
pany to license other Spheres, including in
London, where Sphere already controls land.
If You Owned a U.S. Dollar LIBOR-Based Instrument

WHERE
Between August 2007 and May 2010
A Settlement Totaling $101 Million Could Affect You

There are lawsuits impacting individuals and institutions that entered into over-
the-counter financial derivative and non-derivative instruments directly with 17
banks and that received payments tied to U.S. Dollar LIBOR. A Settlement
totaling $101 million has been reached with Coöperatieve Rabobank U.A.
Sphere’s Debut Could Lift RISK MEETS
OPPORTUNITY
(“Rabobank”), Lloyds Banking Group plc, Lloyds Bank plc, HBOS plc, and
Ban of Scotland plc (together, “Lloyds”), Royal Bank of Canada (“RBC”), and
Portigon AG and Westdeutsche Immobilien Servicing AG (together “Portigon”).
Earlier settlements totaling $680 million were reached with Barclays, Citibank,
Deutsche Bank, HSBC, MUFG, Norinchukin, and SocGen bringing the total
settlement amount to $781 million. The remaining Non-Settling Defendants
Three Dolan-Linked Stocks
(MSGS), which owns the New York Knicks
include Bank of America, Credit Suisse, JPMorgan Chase, Royal Bank of
Scotland, and UBS. James Dolan’s Las Vegas project looks and Rangers and is the largest public play
The Las Vegas Sphere will open on Sept. 29 Whatever the obstacles, CME Group provides
with the first of 25 concerts by U2.

What are the lawsuits about?


like a bargain, as do MSGE and MSGS on professional sports teams in the country. the tools that global market participants need
The litigation claims that the banks manipulated the U.S. Dollar LIBOR rate The third company, Madison Square Gar-
during the financial crisis, artificially lowering the rate for their own profit, which den Entertainment (MSGE), owns Man- “A future global network of to manage risk and capture opportunities. UNCERTAINTY
resulted in class members receiving lower interest payments for their U.S.
BY ANDREW BARY hattan’s Madison Square Garden, home to Spheres would allow artists to actu- With 24-hour access to futures, options, cash

T
Dollar LIBOR-Based Instruments from the banks than they should have.
Plaintiffs assert antitrust, breach of contract, and unjust enrichment claims. both teams, and the highest-grossing venue ally ‘tour’ the shows they create for
Rabobank, Lloyds, RBC, and Portigon deny all claims of wrongdoing. he Sphere, the most anticipated of its size in the world. Vegas and create further cost leverage and OTC products across all major asset
new concert venue in decades, All three businesses once were housed for original content,” wrote Brandon
Who is included in the Settlement?
You are included if you (individual or entity) directly purchased certain U.S. Dollar will open on Sept. 29 in Las Ve- together, but the Dolans separated and Ross, a LightShed Partners analyst
classes, you can drive your trading strategy
LIBOR-based instruments from Bank of America, MUFG, Barclays, Citibank,
Credit Suisse, Deutsche Bank, HSBC, JPMorgan Chase, Lloyds, Norinchukin,
gas with the first of 25 concerts reshuffled them in a series of transactions who is bullish on the stock. forward with confidence and precision.
Rabobank, Royal Bank of Canada, Royal Bank of Scotland, Société Générale, by U2. Its debut is of keen inter- in recent years. “The ‘Dolan discount’ is Barron’s recommended MSG Sports
UBS, or Portigon (or their subsidiarie or affiliates) in the United States; and est not only to fans of the city and alive and well,” says Jon Boyar, a principal last fall, when the shares fetched $150.
owned the instruments at any time between August 2007 and May 2010. The
instruments in the Settlement Class include certain interest rate swaps, forward band, but also to shareholders of at the Boyar Value Group, referring to the They are now around $181, valuing the VISIT CMEGROUP.COM/OPPORTUNITY
rate agreements, asset swaps collateralized debt obligations, credit default Sphere Entertainment, the arena’s owner. discounted value of Dolan-controlled com- company at $4.3 billion. The Knicks
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

swaps, inflation swaps, total return swaps, options, and bonds/floating rate notes. Sphere shares (ticker: SPHR) look un- panies due to the perception that the fam- and Rangers are two of the most
What does the Settlement provide? dervalued, given that its market cap of $1.3 ily will put control over boosting share- valuable franchises in their sports.
The Settlement will create a Settlement Fund totaling $101 million that will be billion is far less than the project’s con- holder value. The Knicks were valued at $6.1 billion STRATEGY
used to pay eligible Class Members who submit valid claims, as well as at struction cost of $2.3 billion. Sphere is Boyar thinks the Dolans are more share-
attorneys’ fees not to exceed one third of the gross settlement, expenses not and the Rangers at $2.2 billion in the
to exceed $5,500,000, and service awards to the Class Representatives not trading for about $36 a share. holder-friendly than they are perceived to be. latest annual Forbes tally. The stock
to exceed $100,000 per Representative. Additionally, Rabobank, Lloyds, RBC, With a seating capacity of 17,600, the Sphere Entertainment is the most specu- trades for a little over half of the teams’
and Portigon will provide certain cooperation to the Plaintiffs in their ongoing
litigation against the Non-Settling Defendants. Las Vegas Sphere has a state-of-the-art lative Dolan company. The shares got a boost estimated value.
sound system and a 160,000-square-foot after the July 4 weekend, when the exterior Dolan told Barron’s on Friday that
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

How can I get a payment? LED screen. “You’ll feel like you stepped of the 366-foot-high Sphere was lit up for the “there is absolutely no thought of a full
You can submit a Proof of Claim online or by mail. The deadline to submit a VOLATILITY
Proof of Claim is February 10, 2024. You do not need to submit a Proof of into a sci-fi movie,” says James Dolan, first time with dramatic imagery. The dis- sale of the teams” and that MSG
Claim to share in the Settlement if you previously submitted a valid Proof of Sphere Entertainment’s CEO. play highlighted its advertising potential. Sports is “not working” on a partial
Claim in the prior settlements and do not seek to modify or supplement your If music fans are impressed with the Sphere Entertainment also owns MSG
Proof of Claim. You are entitled to receive a payment if you have a qualifying sale, which has been discussed. “The
transaction with any of the following banks: Bank of America, MUFG, Barclays, concert experience, the stock could move Networks, the cable TV operator that value of the assets keeps going up ev-
Citibank, Credit Suisse, Deutsche Bank, HSBC, JPMorgan Chase, Lloyds, higher on expectations that the venue will broadcasts Knicks and Rangers games, and ery year,” he said. “What you sell to-
Norinchukin, Rabobank, Royal Bank of Canada, Royal Bank of Scotland,
Société Générale, UBS, or Portigon (or their subsidiaries or affiliates). You do not attract other music groups. Success in Las had about $800 million of net debt at the day may look like a cheap price” later.
need to have transacted with Rabobank, Lloyds, RBC, and Portigon specifically. Vegas also would enable the company to end of June. Barron’s assumes that MSG He added, “If what they mean by a
At this time, it is unknown how much each Class Member who submits a valid license the development of Spheres around networks is worth that net debt figure. Net ‘Dolan discount’ is that we’re not sell-
claim will receive. Visit www.USDollarLiborSettlement.com for more information
on submitting a Proof of Claim. the world, starting with London, where debt probably is lower now because the ing, they’re right.”
Sphere already controls land. company sold about $500 million of MSG MSG Sports stands to benefit from
What are my rights? The opening of the Sphere is one of sev- Entertainment stock in the past month.
If you are a member of the Settlement Class and you do not file a timely claim, a lucrative new National Basketball POSITION
you will lose your right to receive money or benefits from the $101 million eral potential catalysts that could lift the Chris Marangi, a portfolio manager at Association national TV contract after
settlement with Rabobank, Lloyds, RBC, and Portigon unless you submitted shares of three companies run by Dolan Gabelli Funds, values Sphere at about $47 the 2024-25 season. Marangi values
a valid claim in a prior settlement in the OTC Action. If you would like to retain
your right to file your own lawsuit against Rabobank, Lloyds, RBC, and Portigon, and controlled by his family. Dolan also a share. He says it is capable of generating the company at about $300 a share.
you must opt out of the Settlement Class by November 17, 2023. If you stay in heads Madison Square Garden Sports $200 million of annual cash flow. MSG Entertainment, trading around
the Settlement Class, you may object to the Settlement by November 17, 2023. $32, will host Knicks and Rangers
The Court will hold a hearing on December 12, 2023 to consider whether to games at the Garden through 2055. It
approve the Settlement and approve Class Counsel’s request of attorneys’ Sphere of Influence also owns the lucrative Christmas Spec-
fees of up to one-third of the Settlement Fund, plus reimbursement of costs James Dolan runs three companies with undervalued sports, media, and entertainment assets. tacular featuring the Rockettes at Radio Sarah Kemp
and expenses and service payments to the Class Representatives. You or
your own lawyer may appear and speak at the hearing at your own expense. City in Manhattan. The company could LPGA Player

Tayfun Coskun/Getty Images


Recent Market Net
More information about the Settlement is available on the Settlement website generate over $100 million in free cash
ww.USDollarLiborSettlement.com, and in the Long Form Notice accessible on Company / Ticker Price Value (bil) Debt (bil) Key Assets
that website, or by calling 1-888-619-8688. Sphere Entertainment / SPHR $36.32 $1.3 $0.8 Vegas Sphere, sports cable network
flow in its current fiscal year, says Ma-
rangi, who puts a private market value
MSG Entertainment / MSGE 32.85 1.7 0.6 MSG arena in NY, Rockettes Christmas Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and profit you
of $44 a share on the company. might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Spectacular
One catalyst could be the sale for Copyright ©2022 CME Group Inc. All rights reserved.
MSG Sports / MSGS 179.48 4.3 0.3 New York Knicks, Rangers
over $500 million of the Theater, a
Sources: Bloomberg; company reports smaller space inside the Garden. B
16 BARRON’S September 25, 2023 September 25, 2023 BARRON’S 17

Don’t Run Scared


shrinking, the credit and investment down the road to ensure it is a grind- munist Party’s Central Committee, domestic product, which was poured
expansion that spurred growth has ing decline versus a U.S.-style col- where new economic thinking is often into the infrastructure and construc-
been cut in half, and the property lapse,” says Rory Green, head of previewed, probably in October. tion boom that led to the property
market is in ill health, according to China and Asia research for TS Lom- The property turmoil is overshad- bubble. This recovery won’t have the
Logan Wright, director of China re- bard. “There are lots of levers Beijing owing improvement elsewhere. Au- same power, with credit growth cut in

From China Now search for Rhodium Group.


Slower growth combined with Xi’s
intervention in the economy and ag-
gressive stance globally—including
could pull if they wanted.”
Though some have painted China’s
slowdown as an existential crisis, vet-
eran investors point to the breadth and
gust retail data was better than ex-
pected, and per capita consumption
in the first half grew 8.4%, outpacing
the 6.5% growth of per capita dispos-
half to roughly 9% this year, though
this still amounts to new credit
growth of $4 trillion to $5 trillion—
roughly Germany’s GDP, says Wright
Put
military exercises over Taiwan and size of the economy. “It’d be one thing if able income. That indicates Chinese of Rhodium Group.
raids on foreign businesses—highlight it was a depression, with GDP down households were dipping into the Cautious investors like Divecha

Automation
Those ready to write off the country underestimate the power of an $18 problems that have long worried U.S. 10% and people on the street complain- savings built up during the pan- favor companies that should benefit as
trillion economy home to 1.4 billion people—and its policy makers. executives and investors. Foreign di- ing. But this is not that. It’s going from demic, and could mark a turning Xi tries to revitalize technology and
rect investment in China has dropped 8% to 4%,” says Arjun Divecha, who point, says Lardy, who adds that the other companies that will benefit from
from $100 billion a quarter about five oversees $3.3 billion across GMO’s sentiment in China isn’t as dour as it increased investment as Beijing fo-
years ago to $5 billion as companies emerging equity strategies. is on Wall Street. cuses on extending its global lead in
repatriate profits rather than reinvest, Divecha doesn’t think the current Repairing confidence among en- clean energy and reducing reliance on
says Nicholas Lardy, a nonresident
senior fellow at the Peterson Institute
for International Economics.
The MSCI China has lost almost $2
trillion in value since its peak in Febru-
economic troubles will spark political
instability or that a more nationalist
pivot will trigger a conflict over Tai-
wan. “The Communist Party’s ulti-
mate goal is to stay in power, which
trepreneurs to revive investment
could snap investors out of their
funk. Sentiment among privately
owned businesses is crucial because
they account for about 90% of urban
foreign suppliers.
J.P. Morgan economists warn that
China could be vulnerable to a sys-
temic default if the troubles at Coun-
try Garden ripple through wealth
to Work
ary 2021, with the index down 54% means keeping their population employment. But Beijing’s erratic and management products, which lent
since then. Since 2019, U.S. investment happy,” he says. sometimes draconian policies with money to developers and local gov-
in Chinese private equity and venture A further collapse in the property Covid, its crackdown on internet gi- ernments, and then spread to com-
capital has fallen by more than 50%. market would go against that goal, ants like Alibaba Group Holding mercial banks.
And while the latest survey of mem- eviscerating a large store of household (BABA) and Tencent Holdings Yet, a debacle like the global
bers of the American Chamber of Com- wealth. Property sales are down about (700.Hong Kong), and its decision to financial crisis is unlikely, since the
Robotics & Artificial
merce in Shanghai showed a marked 40% from their peak in 2021, and let Evergrande default on bonds majority of China’s financial system
Intelligence ETF
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

increase in the difficulty of doing busi- housing starts are down 60%, though rather than provide it support, have is controlled by the government.
ness in the country, two-thirds said Beijing has been able to manage the made businesses skittish. “Provincial authorities, for example,
they haven’t changed or considered
altering their business strategies or
business models in China.
The bad news can lead to good
news: The worse the near-term eco-
nomic situation gets, the more confi-
decline in prices, which are off about
33% from their peak levels.
But two years after China Ever-
grande Group (ticker: 3333.Hong
Kong), one of the world’s largest devel-
opers, collapsed, Country Garden
Policy makers have vowed more
clarity on regulatory measures, but it
will take time to repair confidence.
While it took two quarters for eco-
nomic activity to stabilize and spend-
ing to start recovering in past crises,
will step in and force banks—or cre-
ate other financial institutions like
asset managers—to take over failing
lenders,” Qazi says.
Japan’s “balance sheet” recession
took form amid an indebted corporate
BOTZ
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

dent money managers and economists (2007.Hong Kong) is flirting with de- Green expects that the magnitude of sector, crashing property prices and
are that Beijing will step in with more fault as it struggles to find home buy- shocks this time means it could take tumbling stocks that forced compa-
stimulus to stabilize the economy, and ers in smaller cities. The embattled longer to see the turn. nies to use their earnings to service
eventually offer a floor for stocks. developer’s troubles could add to the Beyond that, China’s recovery is debt. That curtailed Japan’s economic
BY RESHMA KAPADIA policy makers and the power of an $18 Worries about an economic col- burden of indebted local governments
1 (888) 493-8631
unlikely to get it back to its robust growth for years, with the corporate

T
trillion economy that is home to 1.4 lapse “overlooks that Beijing always that have seen land sales dry up, hurt- past. From 2008 to 2016, China’s sector suffering losses that totaled GLOBALXETFS.COM
he forces that powered billion people. And talk of a broad- intervenes and is willing to kick cans ing their ability to finance their debt. banks added almost $27 trillion in about 60% of GDP.
China’s growth over the based breakup, or decoupling, of com- Policy makers still have options to assets, roughly a third of global gross China isn’t in as bad a spot yet, in
past 20 years have stalled panies and other nations with China keep the situation from turning into a part because policy makers have lim-
or shifted into reverse. ignores how intertwined it is with the Slowdown systemic problem. They could roll ited property price declines, and its ®
While that hardly qualifies
as good news, it’s also not a
rest of the world. China is the top
trading partner for 120 countries.
Even after it recovers, China's economy will be running far
below its previous pace.
back more of the restrictions they had
implemented in recent years, includ-
Property Slump
Home sales in China continue to suffer
debt troubles aren’t as severe. China Beyond Ordinary ETFs
also has a lower urbanization and
catastrophe, for China or There’s no doubt that China’s feeble GDP growth (Annual %) ing those on second-home buyers, and Nominal home sales YoY GDP per capita rate than Japan did, Investing involves risk, including possible loss of principal. The Fund
for the rest of the world. recovery from a three-year period of 9% even force banks to provide cheaper 150% providing room for improvement and invests in companies engaged in Information Technology, which can be
China’s economy is in the worst strict Covid restrictions and crack- 8
mortgages, says Shehzad Qazi, manag- a catalyst for growth. affected by rapid product obsolescence and intense industry competition.
125
shape in decades as financial and geo- downs on property and the private ing director at independent research China’s main problem is that con- BOTZ is non-diversified.
7
political pressures mount and policy sector has battered business and con- firm China Beige Book. If those efforts 100 sumers don’t feel good enough to
makers struggle to persuade consum- sumer confidence. And Chinese leader 6 fail, that could be enough for Xi to spend. To avert a Japan-like deflation- Carefully consider the Fund’s investment objectives, risk factors, charges
75
ers and businesses to spend their way Xi Jinping’s focus on deleveraging, in 5 reassess his aversion to household-fo- ary cycle, economists say policy mak- and expenses before investing. This and additional information can be
out of a slowdown. At the same time, part to shore up the country’s fiscal cused stimulus. 50 ers need to improve the outlook for found in the Fund’s full or summary prospectus, which are available at

Illustration by Ben Shmulevitch


4
the world’s second-largest economy health, complicates efforts to stabilize Already, Beijing has introduced a the economy, even as it goes through
isn’t on the brink of a “Lehman mo- the property market and the broader 3 spate of incremental measures includ-
25 globalxetfs.com. Read the prospectus carefully before investing.
the bumps associated with shrinking
ment” that spirals into a global finan- economy. 2 ing reducing reserve requirements at 0 its reliance on the property sector. Shares of ETFs are bought and sold at market price (not NAV)
cial meltdown, or destined for a Japan- Even beyond this current trouble, banks and down-payment require- How much policy makers will have and are not individually redeemed from the Fund. Brokerage
1 −25
like decadeslong deflationary spiral, economists see China growing at just ments to spur borrowing and home to do to stabilize the economy depends commissions will reduce returns. Distributed by SEI Investments
China experts say. 3% to 4% a year, or roughly half the 0 buying. More clarity on the direction
’12 ’14 ’16 ’18 ’20 ’22 ’24
−50 in part on how quickly and effectively Distribution Co.
Those ready to write off China un- pace it averaged in the decade before of reform and policy broadly could ’13 ’14 ’15 ’16 ’17 ’18 ’19 ’20 ’21 ’22 ’23
they act—before investors, consumers,
derestimate the resources of Chinese the pandemic. Its labor force is Source: Worldbank; IMF for 2023-2024 estimates come at China’s meeting of the Com- Source: GlobalData TS Lombard, CEIC and businesses give up. B
18 BARRON’S September 25, 2023 September 25, 2023 BARRON’S 19

N
ovo Nordisk and Medicare coverage of obesity medicines medicine, it would cost $26.8 billion a Charting an Epidemic low-income people, are allowed to
Eli Lilly are about would save the program more than year—roughly equivalent to 20% of all The share of U.S. adults with obesity is rising. cover obesity drugs.
to start raking in $700 billion over 30 years. But those of Part D’s spending in 2021. Medicaid plans receive big rebates
Obesity Overweight

OBESITY DRUGS WILL MAKE tens of billions of


dollars a year on
savings, if they materialize, won’t miti-
gate the shorter-term crisis.
Medicare has weathered similar
shocks before. In 2013, Gilead Sci- 100%
from drugmakers, and in return are
generally required to cover all FDA-
their new obesity “Health plans will be under extraor- ences (GILD) launched a hepatitis C approved medicines. Weight-loss
drugs, say Wall Street analysts. That’s dinary pressure from patients to cover antiviral that cost $84,000 per treat- 80 drugs are exempt from that require-
BILLIONS. THEY COULD great news for the drugmakers, cer-
tainly, but it could be a disaster for the
these drugs,” says Robin Feldman, a
professor at University of California
ment course. The drug drove Part D’s
average spending per beneficiary up
60
ment, however, and only a few states
have chosen to pay for Wegovy. Still,
companies and government agencies Law San Francisco, who has written 8.6% in 2014, after it climbed just 1.9% 40 spending on the new GLP-1 drugs is

A L S O B R E A K H E A LT H C A R E . set to pick up the bill.


The new medicines, known as
GLP-1 receptor agonists, promise
extensively on drug pricing. “It will be
hard to say no. But nobody can afford
these prices long term across this large
in 2013. The next year, it rose another
8.3%. And even so, patients paid a big
chunk of the bill: According to one
20
growing: According to a September
KFF report, Medicaid spending on the
four approved versions from Novo
0
body-weight reductions of as much as population.” academic study, a full course of one of and Lilly—Wegovy for weight loss and
20%, and may cut patients’ risk of '99–2000 '03–'04 '07–'08 '11–'12 '15–'16
Already, the new crop of GLP-1 the new hepatitis C antivirals cost the others for diabetes—surged from
heart attack or stroke. By all appear- drugs is increasingly available to treat Medicare patients as much as $10,800 Note: Data are age-adjusted, includes adults over age 20. Overweight is body mass $547 million in 2021 to $1.1 billion in
There’s huge demand for Novo Nordisk and Eli Lilly ‘s expensive new weight-loss ances, they’re the most effective safe Type 2 diabetes, which is having its out of pocket in 2015.
index, or BMI, of 25.0–29.9 kg/m². Obesity is BMI at or above 30.0 kg/m².
Source: National Center for Health Statistics 2022. (Medicaid spent a total of about
medicines . Now the question becomes: Who will pay? weight-loss drugs in history. own financial impact on payers. But The hepatitis C crisis resolved over $80.6 billion on outpatient prescrip-
No surprise, then, that the demand access to the medicines for patients time, as competition eventually re- tion drugs in 2021.)
for these medicines is huge and pro- who don’t have the disease remains duced the cost of the drug. Ultimately, benefits of those plans. “That just As with Medicare, an approval of the
BY JOSH NATHAN-KAZIS jected to get even larger as more sup- limited. So far, only one, Wegovy, is the same should happen with weight- means that costs are shifted more onto Lilly drug for sleep apnea would force
ply comes online and more GLP-1s approved by the FDA as an obesity loss drugs, but it will take time. The enrollees,” says Juliette Cubanski, a coverage. States might try to limit ac-
win Food and Drug Administration treatment. (Novo’s older GLP-1, Sax- first opportunity to bring down ex- Medicare expert at the health policy cess by setting strict eligibility require-
approval for weight loss. enda, is also approved, but less effec- penses will come in 2027, when the research group KFF. ments, though that could open them to
But what has gotten less attention is tive.) As more of the drugs come on- new law allowing Medicare to negoti- Experts say it’s far from certain legal challenges. Here, too, the hepatitis
the healthcare crisis that could come line—Lilly’s (LLY) version, which has ate drug prices would apply to We- that Congress will allow Medicare to C precedent is instructive: Many state
as spending on the drugs threatens to produced even more significant weight govy (assuming the pharma industry pay for obesity medicines. Legislators Medicaid programs initially sought to
overwhelm the insurers, employers, loss in clinical trials, is expected to fails in its legal efforts to derail the would probably need to find enor- limit use of the new hepatitis C medi-
and government programs that buy receive FDA approval this year—the negotiation program). mous cost offsets to fund it. And a cines to patients who were extremely
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

the country’s medicines. The financial combined cost of paying for both dia- But there are fresh wrinkles this consensus on whether obesity should sick with the disease, but those limits
crunch would probably peak from betes and weight-loss treatment will time around. Legislation passed last be viewed as a medical condition that were broadly rejected by the courts.
2025, when Medicare coverage of the certainly strain, and could even break, year caps patients’ out-of-pocket taxpayers should pay to treat might
medicines might begin, to 2027, when pieces of America’s already groaning spending on Part D drugs at $2,000 a also be hard to reach. Employer-Based
the cost of some of the drugs could healthcare system. year beginning in 2025 and limits an- Still, problems in Congress might Health Plans
start to drop. Here’s how the crisis could come for nual premium increases to 6%. That not forestall Medicare coverage of the For the employer-based insurance mar-
The strain of paying for these drugs the three major categories of prescrip- leaves the commercial plans that offer drugs. Lilly is running a trial of its ket, the new obesity medicines are al-
on a massive scale could set off a cas- tion drug payers—and for the patients the Part D benefit with limited tools to GLP-1 obesity drug as a treatment for ready exacerbating the perennial ten-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

cade of secondary effects: reduced whose taxes and salaries fund the sys- mitigate costs. sleep apnea, which affects roughly sion between offering competitive
benefits for Medicare prescription tem, and who rely on it for their care. Many Part D plans now offer en- 20% of adults. Study results are ex- benefits and keeping premiums afford-
drug plans, pressure on state Medicaid hanced coverage, which goes beyond pected next year; if the outcome is posi- able for employers and individuals.
budgets, a growing burden for taxpay- Medicare the required minimums. If costs of the tive, FDA approval in that indication “You’ve got midsize employers,
ers, and higher premiums for employ- Medicare’s prescription drug benefit, obesity drugs grow significantly, in- could open a back door that would smaller employers, and even some of
ers and workers who pay for commer- Medicare Part D, covers roughly 50 surers may compensate by cutting the allow Medicare coverage for patients the larger ones looking to say, how are
cial plans. million older Americans. It is currently without diabetes, perhaps as soon as they going to afford these medica-
At its heart, the challenge posed by legally barred from paying for weight- 2025. (Medicare spent $2.6 billion on tions?” says Tracy Spencer, national
the drugs comes down to a combina- loss drugs, under the theory that obe- Blockbusters in the Making Ozempic, a version of Wegovy used to pharmacy practice leader at Aon,
tion of two factors. One, the sheer sity is the result of lifestyle choices, Wall Street analysts expect Novo Nordisk and Eli Lilly’s sales to treat Type 2 diabetes, in 2021.) which advises employers on benefits.
number of people who might benefit rather than a medical condition. roughly double by 2028, given the new GLP-1 drugs. In a statement, Novo said that Some insurers have already sought
from them; more than 40% of U.S. Whether that will change is perhaps Projected sales spending on obesity drugs saves to crack down on so-called off-label
adults are obese, up from 30% two the biggest question hanging over the money over the long term. “Clearly, use of the new GLP-1 drugs, where the
Eli Lilly Novo Nordisk
decades ago. Two, these are expensive future of the new obesity drugs. inaction in addressing the serious medicines are prescribed as weight-
medicines: Novo’s (ticker: NVO) We- The ban has existed since the cre- 2023 $32.8 billion chronic disease of obesity, including loss treatments for patients without
govy has a list price of more than ation of Medicare Part D in the early 33.3 inaccessibility to available treatment diabetes, a practice that is legal but
$1,350: Current $16,000 a year. 2000s. Novo’s announcement in Au- options, is a major cost driver in our could violate plan policies.
2024 39
price per month That means a potentially monu- gust that Wegovy had not just helped 38.7 economy,” the company said. “In con- Unlike the government programs,
of Wegovy mental tab for insurers: By 2030, J.P. patients lose weight, but also reduced trast, the cost of treating obesity is private insurers have vast leeway to
Morgan analysts expect the amount 2025 45.2
their risk of heart attack or stroke, 46 significantly lower.” decide which medicines they will and
spent on GLP-1 obesity treatments in raised hopes that the larger health won’t pay for. The problem for insur-
2026 51.8 Medicaid

Illustration by Kelsey Dake


the U.S. to be about $50 billion, or a benefits might motivate Congress to 52.6 ers is that just saying no to paying for
tenth of the $421 billion spent on out- expand coverage. About 87 million Americans—roughly the obesity drugs might not be tena-
patient drugs in the U.S. in 2021. If that happens, the cost burden 2027 56.6 a quarter of the population—get their ble. These drugs aren’t just any medi-
59
Of course, curbing obesity would will be enormous. A paper in the New insurance coverage through Medicaid. cines; they’re cultural phenomena,
have the potential to save the health- England Journal of Medicine esti- 2028 61.2 In contrast to Medicare, state Medic- already backed by omnipresent adver-
care system a lot of money. A recent 63.4
mated that if just 10% of Medicare aid programs, which use state and tising campaigns.
USC Schaeffer paper argued that participants with obesity took the Source: FactSet federal funds to pay for the care of “The drugs are new, they’re mar-
20 BARRON’S September 25, 2023 September 25, 2023 BARRON’S 21

keted heavily, they’re marketed in a the medical costs of obesity are esti- $219, and his rating went from Out- Weight-Loss Losers
way that is going to be difficult to tell Sales of DexCom glu- If GLP-1 drugs stem obesity’s rise, these firms could have fewer customers.
cose monitors could be
mated to run to the hundreds of bil- perform to Neutral.
people, ‘Look, it’s a safe and effective hurt. The company’s lions of dollars a year. Insulet declined to discuss GLP-1s
drug, it works really well, but we don’t stock already has tum- Obesity seemed untamable before with Barron’s, and Tandem didn’t re- Diabetes Devices
bled. Recent YTD Market %of Shares 12-Month
want you to have it because it’s too ex- Novo Nordisk and Lilly found drugs spond to our queries. At the Baird Company / Ticker Price Change Value (bil) Sold Short Forward P/E
pensive,’” says John Jones, a former that let people shed 15% to 20% of healthcare conference this month, DexCom / DXCM $95.00 -16.2% $36.5 16% 67.6
managed-care executive now on the their weight. Wall Street forecasts that Insulet CEO James Hollingshead told
Insulet / PODD 167.33 -43.2 11.7 4 88.1
faculty of the University of California the duo’s sales of the drugs will exceed the audience that GLP-1s haven’t af-
Irvine School of Pharmacy and Phar- $40 billion a year by decade’s end, fected his company’s 40% year-over- Tandem Diabetes Care / TNDM 22.90 -49.0 1.4 12 NM
maceutical Sciences. according to Visible Alpha. year growth. Patients have trouble
The drugmakers, for their part, say In early spring, the implications of getting insurance coverage for GLP-1 Apnea Devices
Recent YTD Market %of Shares 12-Month
coverage needs to expand. Lilly de- a world on GLP-1s became topics of drugs, he said, and most stop taking Company / Ticker Price Change Value (bil) Sold Short Forward P/E
clined to comment on the cost of its Monday morning brainstorming ses- them within two years. ResMed / RMD $144.75 -30.5% $21.5 1% 20.5
obesity medicine, which does not yet sions at hedge funds. Some began Baird analyst Johnson doesn’t think
Inspire Medical Systems / INSP 205.60 -18.4 6.0 3 NM
have FDA approval. “Many barriers in exiting stocks like DexCom and Mad- GLP-1s will slow the growth of glu-
the healthcare system affect people rigal—and then betting on their de- cose monitor maker DexCom in the
living with this disease and their ability cline by selling the shares short. Type 2 market. While taking down his Liver Drugs
Recent YTD Market %of Shares 12-Month
to access evidence-based treatment The wider market started paying price target, from $153 to $130, John- Company / Ticker Price Change Value (bil) Sold Short Forward P/E
plans,” the company said. attention this summer. On July 20, the son maintained his Outperform rat- Madrigal Pharmaceuticals / MDGL $168.60 -41.9% $3.1 11% NM
A guide from Aon for insurers look- surgical-robot maker Intuitive Surgi- ing. So did Raymond James analyst
Akero Therapeutics / AKRO 51.60 -6.6 2.9 17 NM
ing to manage GLP-1 obesity drugs cal (ISRG) mentioned on its earnings Jayson Bedford in a note this month,
provides a window into how the indus- 89bio / ETNB 17.05 33.9 1.3 40 NM
call that patients were deferring arguing that diabetic patients will use
NM=not meaningful Source: AlphaSense
try will seek to keep costs down. Aon weight-loss surgery to try GLP-1s first. glucose monitors along with GLP-1s.
suggests that insurers require patients Those procedures are a small percent- That aligns with a DexCom state-
who receive the drugs to first spend age of robotic surgeries, but a contrib- ment to Barron’s, which says glucose
three months complying with a diet utor to Intuitive’s growth. monitoring will complement GLP-1 The sleep apnea device vendors, not only let people lose 24% of their
and exercise program. It also recom- On Aug. 8, Novo Nordisk released a use in Type 2 diabetes. The company ResMed and Inspire Medical, also tell weight, but also cleared high fat levels
mends that only certain doctors be study showing that overweight pa- says its market extends beyond diabe- investors that GLP-1s won’t hurt their in their livers. That weighed on shares
allowed to prescribe the drugs, and tients on Wegovy had 20% fewer tes, because healthy people will want markets. Inspire Investor Relations of companies like Madrigal Pharma-
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that insurers require documentation of strokes and cardiac events after losing to track their glucose levels as they Officer Ezgi Yagci told Barron’s that ceuticals, which are developing drugs
an eligible body-mass index and previ-
ous weight reduction efforts as a condi- WEIGHT-LOSS DRUGS ARE weight on the drug. Investors started
believing that GLP-1s could reduce
diet and exercise.
DexCom stock rallied for a few
her company’s nerve-stimulating de-
vice isn’t recommended for patients
for the fatty liver disease known as
NASH.
tion of authorization. obesity-related illnesses, and also the days this month, after the company with high body mass. “We believe NASH can destroy a liver, and
A spokesperson for Cigna Group
(CI), which owns a health insurer and a BAD NEWS FOR MEDTECH markets for their remedies.
“Those two events really catalyzed
circulated insurance data suggesting
that use of its monitors went up
GLP-1s will expand Inspire’s address-
able market,” she wrote.
there’s no approved treatment—so
Wall Street had high regard for Madri-
major pharmacy benefit manager, or this imperceptible, intangible fear, and among Type 2 patients who started on ResMed CEO Mick Farrell told gal and others developing NASH
PBM, said that plan sponsors are crystallized it,” says J.P. Morgan’s GLP-1s. The numbers were old, how- Barron’s that the company had seen no drugs, such as Akero Therapeutics
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

“rightfully cautious about covering Marcus. “From that point on, it’s just ever, and didn’t address whether wid- impact on new patient flow because of (AKRO) and 89bio (ETNB).
new medications without robust clini- been nonstop GLP-1.” ening use of GLP-1s in coming years GLP-1s. “We believe that increased Having just changed CEOs, Madri-
cal evidence,” citing a “long, compli- Investors are dumping shares of companies that treat obesity Obesity-associated medtechs are will shrink the number of people who utilization of GLP-1s to treat obesity gal begged off from talking with Bar-
cated history” with weight-loss drugs. complications amid fears that drugs like Wegovy will hurt demand still falling. “Everyone has become need to monitor their glucose. will bring many new people into the ron’s. At 89bio, CEO Rohan Palekar
In a separate statement, a spokesper- trigger-happy with GLP-1s—putting DexCom shares soon resumed their healthcare funnel,” said Farrell in a says it could take a decade before
son for CVS Caremark, CVS Health’s bullets in medtech,” says Will Sevush, slide. Its recent levels still represent written statement. “We believe that NASH cases start declining from
(CVS) PBM, said it was working with BY BILL ALPERT the healthcare strategies analyst at 70 times earnings, so an investor is this will open them up to sleep apnea GLP-1 usage. Meanwhile, patients will
its customers to help manage costs. Jefferies. betting GLP-1s won’t shrink DexCom’s awareness, diagnosis, and treatment need NASH drugs, he says.
“We offer a variety of options for our

T
Insulin pump firms Insulet and opportunity. pathways.” An enormous population of young
customers who choose to include these he weight-loss drugs called (TNDM) were recently down 40% and “It’s impossible to disprove a nega- Tandem already sell well to patients Many analysts think the drop in and middle-age people suffer from
drugs in their benefit plan with the GLP-1s are producing some 50% on the year, respectively, while tive,” grumbles J.P. Morgan medical with the autoimmune form of diabetes sleep apnea stocks has more than ac- obesity-driven liver disease, says
goal of ensuring that coverage of these of the market’s biggest los- glucose monitor leader DexCom technology analyst Robbie Marcus. known as Type 1. For their next leg of Divergent Paths counted for the modest impact they Nezam Afdhal, a NASH expert at Har-
products is clinically appropriate and ers: Investors in companies (DXCM) was off 16%. ResMed (RMD) “To prove that this market won’t get growth, the pump vendors are looking Dexcom and Insulet shares have slid even as Eli Lilly and foresee from GLP-1s. That was the vard’s Beth Israel Deaconess Medical
cost-effective,” Caremark said. that treat obesity complications. dominates devices called CPAP ma- cut by X percent…there’s no way you to Type 2 diabetes, which most com- Novo Nordisk shares have soared. thinking of Needham’s Mike Matson Center. While GLP-1s may reduce liver
Insurers will do what they can to Forecasts for hundreds of billions chines that treat sleep apnea. Its stock can do that.” monly results from obesity. Several when he raised ResMed to a Buy this fat, he says they haven’t been shown
Eli Lilly Novo Nordisk DexCom Insulet
manage costs, but success is not guar- in sales have made Eli Lilly (ticker: is off 30%. Inspire Medical Systems Turning the tide of obesity will take million Americans have Type 2 diabe- month. to reduce the liver’s deadly scar tissue
anteed. “It’s entirely possible the pre- LLY) and Novo Nordisk (NVO) the (INSP) sells another sleep apnea de- years, so plenty of patients will still tes that has gotten bad enough for 40% Jefferies’ Sevush disagrees. Most like the NASH drugs.
miums will rise considerably for every- two most valuable pharmaceutical vice, and its shares have dropped 18%. need these companies’ help. But even them to need insulin injections. Few sleep apnea patients are overweight, he J.P. Morgan’s Marcus has main-
20
one, if no solution is found on pricing,” companies on the planet—their shares Liver-disease drug developer Madri- after their summer slide, stocks like use pumps. says, and studies of patients who had tained his Overweight ratings on Dex-
says Feldman of UC Law SF. mobbed by those convinced that gal Pharmaceuticals (MDGL) is DexCom and Insulet have traded near GLP-1s could crimp that opportu- 0 weight-loss surgery showed that many Com, Insulet, and Inspire—confident
For Medicare, Medicaid, commercial GLP-1s will save the world from epi- down 40%. triple-digit earnings multiples. As nity. Last month, Baird analyst Jeff were relieved of their sleep apnea. they’ll do well in a GLP-1 world. But
plans, and the patients they cover, the demic obesity. Before GLP-1s grabbed center stage, GLP-1 sales ramp up, those multiples Johnson surveyed 25 endocrinologists −20 “Obesity is clearly the driver,” says he worries that investors will adopt a
long-term benefits of the obesity drugs Outside the GLP-1 winners, their these firms saw sales growth that made may ramp down. and was surprised when they sug- Sevush. “GLP-1s are going to impact nightmare scenario for medtech, if
−40
might eventually balance out the costs. echo casts gloom over shares of busi- them some of the market’s highest-val- While the average human life span

Courtesy Dexcom
gested that GLP-1s could delay the everything that touches sleep apnea.” they embrace the GLP-1 dream.
But until that tipping point comes, nesses that grew with America’s ued medical stocks. Now, investors are has increased in recent decades, the progression to insulin for half of their −60 One more stock sector got hurt by “If you’re dreaming really big on
there will be only so many sandbags waistlines. looking to a future when fewer people years lived in good health haven’t kept Type 2 patients. Johnson cut his sales June July the good news on GLP-1s: liver drugs. the plus side, you could be expecting a
9 16 23 30 Aug. 13 20 27 Sept. 10 17
that can be thrown in the way of the Insulin-pump makers Insulet develop diabetes and sleep apnea. So pace. That’s largely because of obesity forecast and stock price targets. His 25 2 6 3 In June, a study showed that the big negative on the downside,” he
tidal wave of demand. B (PODD) and Tandem Diabetes Care they’re dumping the stocks. and its complications. In just the U.S., target for Insulet went from $320 to Source: FactSet Lilly experimental drug retatrutide says. B
22 BARRON’S September 25, 2023

T E C H T R ADER
Is the window for initial public offerings really
open again? It feels more like someone hurled
a brick through the glass.

IPOs Are Coming


That said, here’s a look at deals that wants to see is from Databricks, a
could sneak through the window in cloud-based data analytics and AI soft-
the months ahead. ware firm. This month, Databricks
Filed deals: The next marquee IPO held a new, $500 million fundraising

Back, but the Early


will be decidedly low tech—the nearly round at a $43 billion valuation; the
250-year-old shoemaker Birkenstock. deal was led by T. Rowe Price and in-
“Our purpose is to empower all people cluded Nvidia (NVDA), among others.
to walk as intended by nature,” the That valuation puts Databricks nearly

Returns Aren’t Great


company says in its Securities and Ex- on par with the public market cap of
change Commission filing. There’s no rival Snowflake (SNOW).
generative-AI play on this one. But thus far, none of these unicorns
There are only a handful of tech have filed public paperwork to go
companies with recent public IPO public. So, it could be a while.
filings: VNG, a Vietnamese provider Rumored deals: Media reports
of gaming, messaging, and digital pay- earlier this year said that ticketing site

O
ver the past two expected range, in each case, Kennedy ments software recently filed. Turo, SeatGeek filed confidentially to go
weeks, there notes, the first public investors in the the car-sharing start-up founded in public. Reddit filed confidentially in
have been three stocks are now losing money. 2010 and originally called RelayRides, December 2021. And Axios reported
closely watched Lise Buyer, founder and managing filed for an IPO in January 2022 and a few days ago that the Australian
initial public partner of Class V Group, a consul- has been posting revised versions of e-commerce company Rokt plans to
offerings, and the tancy that guides companies through its S-1 every quarter since. go public before year end.
results have been the IPO process, isn’t expecting a rush Private equity exits: Kennedy Not yet: At $225 billion, TikTok-
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decidedly mixed. While I’d like to tell BY ERIC J. to the exits from other start-ups. says his shortlist of IPO candidates parent ByteDance is the most valuable
you that those deals pried open the SAVITZ “These three successful deals will includes a handful of potential re- venture-backed firm, but it’s hard to
IPO window, it feels more like some- be a catalyst for boardroom conversa- turnees. One is BMC Software, a see Chinese companies going public in
one hurled a brick through the glass. tions, but it’s not like they will turn leader in mainframe software now the U.S. anytime soon; that same logic
You can get through the window, but on the spigot,” she says. “I expect owned by KKR. It originally went applies to retailer Shein.
you might get hurt. there will be a few more in 2023, but private in 2013 for $6.9 billion. Last There are lots of financial-technol-
This past week, Instacart (ticker: warming the engines back up after a year, Ingram Micro, an electronics ogy unicorns, some with decacorn
CART), the grocery-delivery firm offi- long break takes several quarters....It’s distribution firm, filed confidentially status, or valuations above $10 billion.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

cially known as Maplebear, priced at not 1999 or 2021.” with the SEC for an IPO. Ingram was But data from Forge Global, a platform
$30 a share, opened at $42, and then Recent IPO performance hasn’t taken private in 2016 for $6 billion. for trading private stock, show sharp
began sinking. At Thursday’s close, it helped matters. Goldman Sachs points Unicorns: Kennedy’s potential IPO valuation declines this year for Chime,
was 65 cents above the IPO price. out that the 2020-21 IPO class had list also includes Service Titan, which Plaid, and Stripe; near-term IPOs
Klaviyo (KVYO), a marketing soft- “abysmal performance,” underper- provides business software for home from them also seem unlikely.
ware company, also priced at $30, than forming the Russell 3000 by 48 per- and commercial contractors; it raised The most alluring IPO prospect
started trading at $36.75; the stock at centage points in the first 12 months $1.1 billion from a group that includes might be SpaceX, Elon Musk’s rocket
Thursday’s close was below $34. after the IPOs. The worst performers Sequoia Capital and Battery Ventures. company, which has been valued at
Meanwhile, Arm Holdings (ARM), are companies priced at more than 15 The Palo Alto–based security software $137 billion in the private market. Bar-
the United Kingdom–based semicon- times sales, like Arm. Not a single IPO company Rubrik is widely reported to ron’s has written that SpaceX could
ductor design house that kicked off with that valuation level outper- be targeting a 2023 IPO. Another po- spin off and list its Starlink satellite
this mini tech IPO parade earlier in formed in the first two years, with an tential candidate is Cohesity, Rubrik’s business. If any part of SpaceX were
the month, is now hovering right average return that’s 84 percentage rival in data backup and security. to go public, it could reach the stars—
around its IPO price and 20% below points—yes, 84!—behind the market. The IPO that Silicon Valley really or blow up on launch. B
its first day close.
So, while it’s nice to see some appe-
tite for new offerings, these three de-
buts have hardly produced the kind
of excitement that venture firms and
investment bankers wanted to see. Klaviyo executives cheered their
“We knew these would be important
milestones for the gradual reopening IPO at the New York Stock Ex-
of the IPO market,” says Mike Ken-
nedy, senior IPO market strategist at change on Wednesday. For public-

Courtesy NYSE
Renaissance Capital, which runs the
Renaissance IPO exchange-traded market investors, there has been
fund (IPO). But while all three deals
priced at or above the high-end of the less to celebrate.
September 25, 2023 BARRON’S 23

I N C O M E I N V E ST I N G
Utility stocks have fallen for two big reasons: both
bond yields and interest rates have risen. Neither
of those factors will last forever.

Utility Stocks Have


sector. “You’ve got to stay patient,” Link says she is keeping close tabs
says Link, referring to utility stocks. on the company’s spending, including
“It is a real challenge at this point in its capex. “They can get more efficient
the near term.” at what they are doing,” she says. “It

Slumped. But Their


One of her holdings is American really is a [return on equity] story.
Electric Power (AEP). The company, They have to improve that.”
based in Columbus, Ohio, has a siz-

P
able geographic footprint that ortfolio manager Edemeka

Dividends Still Shine.


stretches over 11 states, including likes CenterPoint Energy
Michigan, Texas, Virginia, and Ten- (CNP), a Houston-based elec-
nessee. It serves about 5.6 million U.S. tric and gas utility. The com-
customers with about 40,000 miles of pany’s portfolio includes electric trans-
transmission lines. mission and distribution, power
The stock, which yields 4.2%, has generation and gas distribution. It op-

U
returned minus 13% this year, includ- erates in seven states, including Texas.
tility stocks, a popu- BY ager of the PGIM Jennison Utility ing dividends. Edemeka is confident the company
lar haven for divi- LAWRENCE fund (PRUAX), expects annual divi- The company has faced some set- can generate earnings per share
dend investors, have C. STRAUSS dend growth for electric utilities to backs such as announcing earlier this growth of around 8% through next
lost some power this average around 5%, in line with earn- year that it had terminated an agree- year, per CenterPoint’s guidance, and
year as investors ings growth. “The fundamental out- ment to sell its Kentucky subsidiary. at the mid to high end of 6-8% from
pile into technology look for utilities continues to be very, And Texas regulators recently re- 2025 through 2030—helped by strong
names and other very strong,” says Edemeka. jected $2 billion of planned renewable population growth in the Houston
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growthier parts of the market. The poor showing of utility stocks energy projects for Southwestern area. Its holdings include Houston
Utilities aren’t alone. The relative has been chalked up to several fac- Electric Power, one of American Elec- Electric. “It has one of the highest
strength of a basket of defensive tors—one being rising bond yields. tric’s regional utilities, according to growth rates in the country,” says
stocks, including consumer staples, The Utility Select Sector SPDR ETF Morningstar. Edemeka. “The Texas economy con-
utilities, and healthcare, against a bas- was recently yielding about 3.3%. Like other utilities, American Elec- tinues to do well.”
ket of all other sectors “fell to its That’s attractive for stocks, but it’s tric Power is spending heavily on Dividends, he says, should grow in
weakest level in 23 years in early Sep- well below the 10-Year U.S. Treasury’s capex to improve its grid and other line with the company’s earnings.
tember,” notes Bespoke Investment recent yield of 4.32%. infrastructure, including building out The stock, which has returned
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Group. Until the Federal Reserve began to its production of renewable energy. about minus 1% this year, yields 2.6%.
Still, utility stocks have had an es- raise short-term rates early last year, Most of the company’s nearly $40 Another of his holdings is
pecially hard time of late. The Utili- utility stocks had the upper hand over billion in capital spending through NiSource (NI), a large regulated util-
ties Select Sector SPDR exchange- many bonds for a long time. 2027 is for regulated investments— ity based in Indiana. It distributes
traded fund (ticker: XLU), a proxy for These higher yields have increased that is, utility assets that are overseen natural gas and electricity to more
large-cap utilities, is down 7% year to borrowing costs for utilities, which by government regulators, according than three million customers. Its six-
date, dividends included_the worst tend to be very capital intensive as to Morningstar. state footprint includes Kentucky,
performer of the S&P 500’s 11 sectors. they build out their grids and related Investors often prefer the stability Pennsylvania and Maryland.
By contrast, technology stocks in infrastructure. and returns that these assets offer as The stock, which yields 3.6%, is up
the S&P 500 have gained 38% No one knows just when the Fed- opposed to businesses subject to the about 3% this year. Edemeka calls the
through Sept. 18, Communication eral Open Market Committee will de- ups and downs of daily pricing. company’s earnings guidance of 6% to
services was up 44%. cide to stop raising short-term interest To revamp its portfolio, American 8% a year through 2027 “a very realis-
Nevertheless, there could be a silver rates and pivot to cutting rates. What Electric Power is unloading assets. tic outlook with upside potential.”
lining for utility shares. Income-seek- we can know is that the FOMC is a lot The company, for instance, announced Travis Miller of Morningstar ob-
ing investors looking for stable and closer to the end of its rate-tightening last month that it had sold its 1,365- served in a note last month that
growing dividends have a chance to at regimen than the beginning. megawatt unregulated, contracted NiSource stock’s yield and what he
least nibble at stocks in an attractively Whenever that turn does occur, it portfolio of renewable energy assets, foresees as a “7% annual earnings
valued sector. The relative valuation of will take some pressure off the utility including wind and solar. growth outlook for the next five years,
utilities versus the S&P 500 is at “near offer investors what we consider [to
historic lows,” says Teresa Ho Kim, an be] an attractive total return.”
equity research analyst at J.P. Morgan Power Trio Miller expects NiSource to close its
Asset Management. These three utility stocks should have the financial wherewithal to keep growing their dividends. $2.15 billion minority interest sale of
Adds Stephanie Link, chief invest- Company / Ticker Dividend Yield YTD Return Market Value (bil) 2024E P/E Ratio its Indiana utility by the end of this
ment strategist at Hightower Advi- year, “eliminating most financing
American Electric Power / AEP 4.2% -13.2% $41.2 14.3
sors: “You can get some of the biggest needs in 2024.”
CenterPoint Energy / CNP 2.6 -1.4 18.2 17.9
utilities in the country for pretty Utility stocks are down at the mo-
cheap multiples.” NiSource / NI 3.6 3.2 11.4 16.5 ment—but their dividends are far
Bobby Edemeka, a portfolio man- Note: Data through Sept. 19; E=estimate Source: Bloomberg from out. B
24 BARRON’S September 25, 2023

THE EC ONOMY
This little-publicized proposal features a clever
attempt to bet on the stock market to close
most of Social Security’s funding gap.

There’s a New Plan


it should have been—many times. projected profits from the difference
After all, can you imagine the fear between stocks’ return and the new
among current and future beneficia- fund’s interest cost would cover about
ries that would have been generated in 75% of Social Security’s shortfall.

To Fix Social Security.


1974, when the U.S. market lost 28.4%, The rest would be covered by stan-
according to Wilshire Indexes? Or in dard Social Security cost-cutting, such
2008, when the market lost 37.3%? as increasing the full retirement age
(Both of these numbers include re- from the current 67 to 69½ over 20

It Might Even Work.


invested dividends.) years, raising the wage cap a bit, and
The new idea is to set up a fund run reducing (but not eliminating) the
by professional managers selected by benefits that high-income payers earn
the Senate, the House of Representa- on their increased contributions.
tives, and the president that would However, there are progressive ideas
borrow a total of $1.5 trillion over five here, not just benefit cuts. That’s a big

D
years at the U.S. Treasury rate. The reason that I find this plan interesting.
on’t look now, BY ALLAN Security’s funding gap. fund would invest the money in ultra- The bottom 20% of Social Security
but there’s an SLOAN I found out about this plan when low-cost index funds and similar stock taxpayers wouldn’t be subject to the
interesting at- This is commen- a Wall Street person who has read my investments, and profit off a predicted age increase to qualify for full benefits.
tempt quietly tary by Allan Social Security articles over the years 3.5-point spread between the Trea- Also helping low earners, the mini-
under way in Sloan, an indepen- recently introduced me to the pro- sury’s borrowing cost and the mar- mum payment for retirees would rise.
Washington to dent business jour- posal’s primary Republican leader, ket’s return. Sen. Angus King of Maine, an inde-
deal with Social nalist and seven- Sen. Bill Cassidy of Louisiana. At first blush, putting $1.5 trillion pendent who votes with the Demo-
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Security’s massive financial problems. time winner of the The plan’s most interesting and into the market looks like it would crats, is the co-leader of the plan. His
Presidential candidates Joe Biden Loeb Award, busi- controversial element is that it would goose stocks artificially higher. But I office didn’t respond to my requests
and Donald Trump talk about leaving ness journalism’s use massive federal borrowing to indi- don’t think so. That’s because the U.S. to talk, but Cassidy’s staff told me the
Social Security intact—but don’t talk highest honor. rectly tap the stock market to help market, which Wilshire Indexes says two senators began this project about
much about how to pay for the fixes cover Social Security’s shortfall. was worth $43.4 trillion as of Sept. 18, three years ago.
the system needs to keep its trust fund Yes, it’s a form of what I call “magic is more than big enough to absorb five “Social Security has only ever been
from being tapped out in about 10 money.” But it might actually work. annual $300 billion investments with addressed in divided government.
years. A recent Social Security trust- Cassidy and crew aren’t talking little or no distortion. It requires an approach that can re-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

ees report put the shortfall at $22.4 about having the Social Security trust The U.S. market has returned ceive bipartisan support and actually
trillion in today’s dollars. fund, which is confined to owning 10.3% a year in price gains and rein- pass Congress,” Cassidy said in an
A tapped-out trust fund would ultrasafe Treasury securities, put vested dividends from 1926 through emailed comment. “Our ‘Big Idea’ is
require benefits to be cut by more money into the stock market. That this past July 31, according to Morn- the only game in town that can do
than 20% across the board. That has been proposed—and rejected, as ingstar Ibbotson. If that continues, the both.”
would badly hurt the two-thirds of It took a crisis the last time around,
beneficiaries age 65 and up who get at in the 1980s, for Congress to create
least half of their income from Social No Reward Without Risk what became known as the Greenspan
Security—and really clobber the one- A new bipartisan plan to fix Social Security involves indirectly tapping stock markets Commission to deal with Social Secu-
third of beneficiaries who rely on it to help make up shortfalls. Volatility comes with the territory. rity’s problems. Things were so bad
for 90% or more of their income. FT Wilshire 5000 Total Return that while the commission was work-
We’ve seen a lot of simplistic pro- ing on its report, Social Security’s old
50%
posed fixes over the years. Progres- age and survivors program ran out
sives have sought to eliminate the cap 40 of money. It had to borrow from the
on wages subject to Social Security tax 30
Medicare and Social Security disabil-
(currently $160,200) without compen- ity trust funds to pay full benefits in a
20
sating the highly paid for the extra timely fashion.
tax. Conservatives have argued for 10 The changes that Congress adopted
substantial benefit cuts. But this as- 0 after that close call were supposed to
yet-unnamed plan, currently being fix the system for 75 years but will
-10
worked on by a bipartisan group of 14 barely make it to 50. I hope that the
senators, seems reasonably balanced. -20 Cassidy-King plan is introduced soon
This little-publicized proposal is -30 after next year’s presidential election, at
different from what I’ve gotten used which point Social Security is likely to
-40
to seeing in the decades that I’ve been be less politically fraught than it is now.
writing about Social Security. It fea- -50 And who knows? With luck, maybe
tures a clever attempt to bet on the 1975 ’80 ’85 ’90 ’95 2000 ’05 ’10 ’15 ’20 this time we can shore up Social Secu-
stock market to close most of Social Source: Wilshire Indexes rity before there’s a crisis. B
September 25, 2023 BARRON’S 25

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26 BARRON’S September 25, 2023 September 25, 2023 BARRON’S 27

Q&A An Interview With Dave Goodsell, Executive


Director, Natixis Center for Investor Insight

Retirement “If you are investing Great


Takes Planning. for retirement,
bonds are once taste is a
Ask Millennials
again ballast in
portfolios.”
Dave Goodsell
full-time
BY ELIZABETH O’BRIEN Dave Goodsell: Last year was a
they will live about 25 years in retire-
ment, but in the same breath tell us
job.

D
reminder that markets can go down. they need only $891,000 to retire.
ave Goodsell has been The big lesson, maybe, was that things They started out in their parents’
taking investors’ pulse on can change really quickly. Since 2009, basement; maybe they’ll end up in
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

retirement for more than there have been only four years in their kids’ garage.
a decade. As the executive which the S&P 500 index failed to
director of the Natixis deliver a positive return, and one of That’s a grim thought. What is
Center for Investor In- those years was at zero. And out of the the biggest mistake people make
sight, he has overseen nine years that the index was up, only in preparing for retirement?
research that reveals Americans’ one year was below 10%. Last year No. 1 is underestimating how long
complex and seemingly contradictory was the unusual year when stocks you are going to live. I built an in-law

© 2022 Dow Jones & Company, Inc. All rights reserved. 4E6016
attitudes about life after work. and bonds fell at the same time. apartment for my folks in around
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

His surveys show that Americans 2006. My mother is still with us. She
are optimistic about their prospects for It was a shock for many investors is 91, still self-sufficient. That is a big
retirement—on the surface. Beneath that bonds fell 13% last year. What reminder of our potential longevity.
it lie worry and avoidance, and not is the story with fixed income this
without reason: The average 401(k) year? Most people consider market
balance was $112,400 in this year’s Financial advisors tell us it is the best volatility the biggest retirement
second quarter, according to Fidelity. yield opportunity in years and the risk. Are they wrong, then?
While that is far from enough to best return opportunity in bonds in 15 Investors tell us their No. 1 definition
sustain a stage of life that could last for years. Low interest rates had been a of risk is market volatility. No. 2 is
decades, there are encouraging trends: headwind for retirees, in particular. losing their wealth. In a survey last
Millennials are saving a healthy 16.3% That has now changed. year, only 10% or 11% said “not meet-
of their income for retirement, while If you are investing for retirement, ing my [savings] goals” was No. 1.
baby boomers and Gen Xers are saving bonds are once again ballast in port- When we put the question to finan-
just under 10%, according to Natixis’ folios, providing the traditional diver- cial advisors, they were three times
research. Boomers who have been sification benefit that they always had. present value generally goes down; people prepared to fund the re- will say yes. It is important for inves- more likely to say that missing your
Mansion Global Boutique has everything
socking away money in their 401(k) The 60/40 portfolio—60% stocks, future income potential goes up. Two maining 60% to 65% on their own? tors to be optimistic, but optimism goals is a big risk for you. Market you need to showcase your unique style,
plans continuously since 2008 have 40% bonds—makes sense again. percent of [respondents] understood The data we’ve seen suggests they needs to be countered by realism. volatility happens all the time.
an average balance of just under half that. More surprisingly, 2% of retirees aren’t in great shape to meet that re- whether it’s your first home or your fourth.
a million dollars, Fidelity finds. Your research has shown that most understood it. More than 40% of sponsibility. Generation by generation, What about other generations? There is a lot of gloom and doom in
Barron’s recently talked with Good-
sell about how Americans can do a
investors don’t understand bonds
well. Explain.
retirees answered, “I don’t know.”
Stocks are stories. It’s about a com-
we see some interesting trends. Baby
boomers are overconfident and under-
Generation X has more time. Based on
our surveys, members of this genera-
the retirement space. What makes
you hopeful?
mansionglobal.com/boutique
better job of preparing for retirement. We posted one survey question as a pany that did something, made some- funded. The median retirement need, tion expect to need a median $1.2 mil- I’m an optimist by nature. There are
An edited version of the conversation quiz. Pick all the options that are cor- thing, was successful. Bonds are math, based on our surveys, is $1.1 million. lion in retirement, but at this point ebbs and flows to the markets and to
follows. rect: When rates go up, present value and for most people math is hard. The median savings? Only $170,000. have saved $81,000 across all accounts. world events. I feel hopeful when I see
of my bonds goes up; present value of If you ask in surveys, are you going to Millennials are overconfident, and companies building things that people
Barron’s: Last year was a terrible my bonds goes down; my future in- Social Security is supposed to be secure in retirement?, most people underestimating what it will take to need and want.
year for the markets and a terrible come potential goes up; or, my income replace around 35% to 40% of the retire. They tell us they want to retire
year to retire. What is the takeaway? potential now goes up. The answer is, average preretirement income. Are Photograph by JESSE BURKE at 60. They are realistic in thinking Thanks, Dave. B
28 BARRON’S September 25, 2023 September 25, 2023 BARRON’S 29

MARKET WEEK
September 18 through September 22, 2023
Street, with bullish sentiment falling 3.1 ing that the downward trend in the Finan-
International Trader P. 31 Charting the Market P. 34 percentage points to 31.3%, a 16-week low, cial Select Sector SPDR ETF (XLF) is
Striking Price P. 32 Winners & Losers P. 35 according to data from the American Asso- ready to reverse at least for the next month
Inside Scoop P. 33 Research Reports P. 36 ciation of Individual Investors. Nearly a or two, according to Rick Bensignor, founder
13D Filings P. 33 Statistics P. 37 third of investors are of the mind that stocks of the Bensignor Group.
Power Play P. 33 are overvalued, though 44.4% see a mixed
bag—with some stocks looking expensive
But bullishness on banks isn’t just about
technical indicators. While the sector has
IBKR pays up to USD 4.83%
and others looking cheap. challenges, it appears to be equipped to deal
Fairlead Strategies’ Katie Stockton notes
that about 80% of stocks now trade below
with them. Credit concerns look to be man-
ageable. Consumer delinquencies are rising
on instantly available cash in
their 50-day moving average, “reflecting an but are still well below pre-Covid levels. And

MARKET PERFORMANCE DASHBOARD


increase in bearishness that we interpret
from a contrarian perspective.”
because everyone has been fretting about a
recession for nearly two years, banks have
your brokerage account
And we’re nothing if not contrarian. adjusted their lending and reserves to deal
with it, should one materialize.
Dow Jones Industrials S&P 500 Nasdaq Composite SPDR S&P Bank ETF
It’s Time to Bet on Banks “We may have already seen the majority

33,963.84
52-wk: +14.78% YTD: +2.46% Wkly: -1.89%
4320.06
52-wk: +16.97% YTD: +12.52% Wkly: -2.93%
13,211.81
52-wk: +21.57% YTD: +26.23% Wkly: -3.62%
$36.55
52-wk: -19.65% YTD: -19.05% Wkly: -5.19%
Unloved sectors can sometimes offer the
best opportunities, and this year, few sec-
tors have received more scorn than banks.
of the earnings impact from a weaker con-
sumer and higher unemployment,” writes
Baird analyst David George.
No one is expecting banks to have an Higher-for-longer interest rates are an-
easy time. Higher-for-longer interest rates other concern, with banks sitting on $558.4
3%
Look Out Below Calmer Waters
will keep funding costs high, eroding fu-
ture profits. Recession worries haven’t
billion in unrealized losses in their bond
portfolios as of the end of the second quarter.
Broker Interest Rate
Stocks continued to sell off on Thursday, Trading settled down on Friday, with 2 faded, and if one does materialize, borrow- Higher rates also mean that banks face
especially growth-oriented shares. The
Nasdaq lost 3.5% in its worst three-day
major indexes hugging the break-even
line. Industrials dipped after auto
ers will have a tougher time paying back higher funding costs, which will squeeze the E-Trade 0.01%
1 their loans. Looming regulation—notably spread they earn on interest-earning assets
stretch since February. workers called for an expanded strike.
higher capital requirements imposed by the and pay on liabilities. But even though rates
so-called Basel III framework—will raise will remain high, they won’t increase at the
0
costs and limit growth. rapid clip we saw over the past 18 months, Interactive Brokers 4.83% 1
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

-1 None of that is good news for banks, but one of the fastest on record. That should give
it is old news—and largely baked into the banks some breathing room.
-2
stocks. So far this year, the SPDR S&P
Regional Banking exchange-traded fund
“Not as good as a cut, but a pause sup-
ports banks’ ability to stabilize funding
Schwab 0.45%
(ticker: KRE) is down 30% and trading at costs,” wrote analysts at D.A. Davidson
-3
nine times 12-month forward earnings. on Thursday.
Bank Run Not Done Yet
-4
Several bank stocks, including Truist And there are still bargains to be found. Vanguard 3.70%
Major stock indexes finished the The Fed held its interest-rate target Financial (TFC)—this week’s Barron’s Besides Truist, Western Alliance Bancorp
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

trading session little changed on steady on Wednesday, while sending stock pick—and Huntington Bancshares (WAL) is down 23% this year and trades at
Monday, while S&P 500 bank shares a more hawkish message about the -5 (HBAN), trade at or below their book value, 5.8 times earnings, below its five-year aver-
were hit hard, closing down 2.1%. future. Bond yields rose and stocks fell. further suggesting they are undervalued. age of nine times. As one of the stocks most
-6 Some investors are already warming to caught up in this spring’s volatility, it’s
Monday Tuesday Wednesday Thursday Friday Close this idea. In recent weeks, financials had poised for a rebound. Its loan portfolio con-
Source: Barron’s Statistics their largest inflows since April, according tains government-backed assets, and its un- Move your account to IBKR now!
to BofA Securities data, especially relative to derwriting standards mean that it has little

T
other sectors. The timing looks good from a history of losses, notes Piper Sandler analyst
he autumn equinox hawkish pause. In his comments, Fed price has further to go, but at this technical perspective, as well. One indicator, Matthew Clark. He sees shares hitting $60,

THE TRADER is supposed to bring


equilibrium, but the
market feels any-
Chairman Jerome Powell tried to bring
balance to the statement, to no avail.
The higher-for-longer rates put pres-
point, we are still viewing this in the
context of a choppy trading range,”
Lerner wrote, noting that the S&P
known as the TD Sequential, is now imply- roughly 30% higher than recent levels.

thing but balanced. sure on Treasuries, with the yield on was trading around 4330 this week
Thankfully, the mar- the 10-year hitting a 16-year high near and testing the 4200 level.
Vital Signs
Friday’s Week’s Week’s Friday’s Week’s Week’s
ket’s spooky season 4.5% before ending Friday at 4.438%, With one week of September left,

September
Close Change % Chg. Close Change % Chg.
might be ending as October begins. BY and sent stocks slumping. Those higher bad memories of October selloffs DJ Industrials 33963.84 -654.40 -1.89 Barron’s Future Focus 887.92 -33.36 -3.62

It sure doesn’t feel like it. The Dow CARLETON rates will also make it harder for the spring to mind. It’s the month of 1987’s DJ Transportation 14987.92 -351.51 -2.29 Barron’s Next 50 2489.22 -131.37 -5.01

Brings Out
DJ Utilities 871.27 -20.86 -2.34 Barron’s 400 954.29 -25.31 -2.58
Jones Industrial Average fell 1.9% this ENGLISH Fed to achieve a soft landing, some- Black Monday, when the Dow dropped
DJ 65 Stocks 11300.39 -237.51 -2.06 Last Week Week Earlier
past week, while the S&P 500 index thing that Powell acknowledged by 22.6%, and the 1929 plunge that inau- NYSE Advances 674 1,569
DJ US Market 1053.27 -32.51 -2.99
ibkr.com/earninterest
The Bears.
was off by 2.9% and the tech-weighted saying that’s not his base case. gurated the Great Depression. Histori- NYSE Comp. 15569.51 -404.17 -2.53 Declines 2,373 1,467
Nasdaq Composite slid 3.6%. For the That could lead to some choppy cally, though, it has been a pretty de- NYSE Amer Comp. 4459.95 -74.32 -1.64 Unchanged 51 67

Don’t Be
S&P and the Nasdaq, it was the worst trading, says Keith Lerner, co-chief cent month for stocks, with the S&P S&P 500 4320.06 -130.26 -2.93 New Highs 120 157
S&P MidCap 2495.51 -71.82 -2.80 New Lows 303 201
week since March. investment officer at Truist Advisory 500 averaging a 1% rise in October S&P SmallCap 1146.45 -39.95 -3.37 Av Daily Vol (mil) 3,419.3 4,183.2
We can blame the Federal Reserve. Services, especially since the S&P 500 since 1950, according to the Stock
Taken In.
Nasdaq 13211.81 -496.53 -3.62 Dollar (Finex spot index) 105.58 105.32 Member NYSE, FINRA, SIPC. Supporting documentation for any claims and statistical information will be provided upon request.
While it left interest rates unchanged, gained 17.5% before dropping this past Trader’s Almanac. Value Line (arith.) 8956.04 -275.33 -2.98 T-Bond (CBT nearby futures) 116-29 118-19
Competitor rates and offers subject to change without notice. Services vary by firm. [1] Rate shown applies to IBKR Pro clients only.
Positive settled cash balances held in the securities segment of accounts with NAV>100k earn the stated interest rate 9/8/2023 and
its dot-plot showed only two cuts next week and is lacking any catalyst that And signs are emerging that the Russell 2000 1776.50 -70.53 -3.82 Crude Oil (NYM light sweet crude) 90.03 90.77
those with NAV<100k earn a proportional rate. Cash held in the commodities segment of an account does not earn interest. For
DJ US TSM Float 43019.57 -1346.20 -3.03 Inflation KR-CRB (Futures Price Index) 285.99 289.61
year, down from previous projections would propel stocks higher. “Our work pessimism has gotten a touch extreme. more information, see ibkr.com/interestpaid
09-IB23-1633-HP
Gold (CMX nearby futures) 1925.40 1923.70
for four, in what was taken to be a suggests this correction in time and Sentiment is also weakening on Wall
30 BARRON’S September 25, 2023

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

–0.68% Telecommunications
–1.20 Health Care
–1.60 Utilities
–2.50 Financials
–2.56 Industrials
–2.57 Oil & Gas
–2.92 Consumer Goods
–3.21 Technology

HEALTH CARE SECTOR OF –4.21


–3.59 Basic Materials
Consumer Services

THE S&P 500 IN ONE ETF Source: S&P Dow Jones Indices

Or investors could simply buy the will take the reins from outgoing CEO Dan
Regional Bank ETF. It yields 3.4%, which is Schulman on Sept. 27, with Schulman plan-
Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
lower than Treasuries, but it also has room ning to stay on the board until May 2024.
for appreciation as the sector rebounds. Block founder and CEO Jack Dorsey will
An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a Either way, banks are not to be ignored. take over the role of Square CEO when
prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the Alyssa Henry departs on Oct. 2.
prospectus carefully before investing. New CEOs Bring New Promise PayPal shares gained 2.8% on Aug. 14,
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 It’s a time of upheaval for payment compa- when Chriss was announced as CEO, while
results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
nies PayPal Holdings and Square—and Block shares tumbled 2.8% on Sept. 19, fol-
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.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

an opportunity for patient investors. lowing news of Dorsey taking the role. Both
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust. Both PayPal (PYPL) and Block (SQ)- PayPal and Block declined to comment.
owned Square will have new CEOs in the Lisa Ellis, an analyst at Moffett-
coming weeks. While PayPal’s shift was part Nathanson, acknowledges that Henry’s
of a succession plan communicated to Wall exit is a “likely negative indicator” for the
Street earlier this year, Square’s transition health of Block’s Square business, but she
was more sudden, with plans announced via remains optimistic about the company.
a regulatory filing after this past Monday’s Wall Street also found reasons to be
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

close. excited about Dorsey’s renewed focus on


Despite the differing circumstances, Square after he spent time on forays into
investors hope the changes will boost the cryptocurrencies and music.

Finder,
companies’ languishing stocks, which have “Dorsey has a rare zest of brilliance in
fallen about 80% over the past two years. building viral networks. Renewed focus on
Unlike what Tolstoy said about unhappy the point-of-sale business—and less time on
families, unhappy stocks are often alike. Bitcoin—can be a big long-term positive,”
The onset of the pandemic led to a surge says Mizuho Securities analyst Dan Dolev.

Keepers.
in e-commerce and contactless payments— The company could also get a boost from
areas where PayPal and Block operate—and Temu, PDD Holdings’ (PDD) marketplace
aspirations well beyond their core compe- for Chinese goods, says Dolev, who notes
tencies. At PayPal, there were plans for a that PayPal use is 12 times higher on the site
“superapp” offering payments, online shop- in August than it was one year ago. “[We]
ping, savings, and other tools in a closed see potentially good news coming from
ecosystem. Block also had superapp designs, China that could help reinvigorate Branded
Barron’s Advisor Finder matches Barron’s ambitious readers encompassing payments and its Buy Now, Checkout growth,” he explains.
with your financial expertise. Get found, meet prospective clients, Pay Later platform Afterpay. Both stocks look tantalizingly cheap
and let Barron’s Advisor help grow your business. But when markets came back to Earth compared with historic averages. PayPal
in 2022, investors became more focused on trades at 11.6 times earnings, down from its
predictable profits. PayPal has since dialed five-year average of 32 times, while Block
down its dream of reaching 750 million trades at 22.6 times earnings, well below its
users, but still faces weaker growth in its five-year average of 93 times, per FactSet.

Join Now higher-margin branded checkout business.


Block’s most recent quarterly results suggest
Cheap can mean value, or it can also be
a warning, and investors can be forgiven for
Barrons.com/AdvisorFinderApply slowing growth in earnings before interest, wanting to see signs of life in the stocks
taxes, depreciation, and amortization. before making a move.
At PayPal, Alex Chriss, a product- Just don’t wait too long—you might miss
© 2023 Dow Jones & Company, Inc. All rights reserved. 2E288 oriented executive from Intuit (INTU), the payoff. B
September 25, 2023 BARRON’S 31

INTERNATIONAL TRADER TA P I N T O

German Auto Makers


Are Behind in EV Race years of experience

BY CRAIG MELLOW government of Lower Saxony, 20% of ANSWER


shares. “VW is like a state-owned com-

G
overnment officials usually are pany,” Dudenhoeffer concludes. “It will
cheerleaders for their countries’ become less important over time.”
key industries. Not German Mercedes and BMW are rolling out
foreign minister Annalena electric luxury models that could chal-
Baerbock, with respect to the all-but- lenge Tesla two or three years from now.
sacred auto sector. Fat margins on their gas guzzlers give
“The auto industry is faced with the them deep pockets for the expensive elec-
question of whether and how we will be
a global leader in the future,” she declared
tric transition, says Philippe Houchois,
head of European and U.S. auto research simple questions
at the annual IAA Mobility trade show. at Jefferies.
While the U.S. Big Three grapple with “They can fund new technology and
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

a revived United Auto Workers union, still pay a dividend, where some pure-
German counterparts Volkswagen (ticker: play EV start-ups are hitting a funding
VOW.Germany), Mercedes-Benz Group wall,” he says. His stock pick is BMW, ACHIEVE
(MBG.Germany), and BMW (BMW.Ger- with a current dividend yield north of
many) have troubles of their own—trailing 8%.
badly in the race toward the electric vehi- German auto makers as a group have
cle future. budgeted an impressive 380 billion euros
U.S.-based Tesla (TSLA) and rising ($406 billion) on research and develop-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Chinese star BYD (1211.Hong Kong) racked ment and factory construction over the
up more than a third of global EV sales next five years, chiefly focused on electro-
between them in the first half of this year, mobility, says industry lobby VDA.
according to Clean Technica. Volkswagen
was No. 3 and fading with 7%.
One thing that Germany’s Big Three
have in common is heavy dependence on simple goal
True, every other household-name China—for sales and, increasingly, tech-
auto maker also badly lags behind Tesla nology. Volkswagen spent $700 million
and the Chinese in EVs. “All the estab- for 5% of Guangzhou-based XPeng
lished companies need to reinvent their (XPEV) in July, hoping to collaborate on
design and development departments, a better EV platform, Houchois says.
which are controlled by internal combus- BMW opened its fifth Chinese R&D
Helping you find the right financial advisor.
tion engineers,” says Ferdinand Duden- center in Shanghai this summer. “BMW
hoeffer, director at the Center for Auto- believes that China is the place to be for
motive Research in Germany. future mobility,” a company release read. Find your advisor
Can the Germans catch up? It depends That makes the European Union’s re-
on which company, markets think. Volks- cent move to investigate Chinese EV im- for free at
wagen has lost a quarter of its value over ports, with an eye toward higher tariffs,
the past year, despite a switch of CEOs in a mixed blessing at best for Germany, says
Barrons.com/advisorfinder
July 2022. Mercedes-Benz shares are up Dudenhoeffer. “This is a crazy idea that
19%, while BMW has gained 33% in the risks much more damaging Chinese retal-
past 12 months. The bad news is that iation,” he says. He sees a wily maneuver
VW is roughly as big as the other two by France, whose car complex is much
combined. less China-exposed.
VW’s lineup sprawls from economy Geopolitics is one of many known un-
Skodas to luxury Audis and Porsches. knowns in an EV age that is just dawning,
Moves to focus and slim down could hit a Houchois says.
governance roadblock: Unions hold half “This is still very much an open field,”
of the seats on its board, and the state he says. “Tesla won’t win everything.” B © 2022 Dow Jones & Company, Inc. All rights reserved. 2E281
32 BARRON’S September 25, 2023

T H E ST RIKING PRIC E
The impetus for a decline in stocks and an in-
crease in options volatility could arrive in Octo-
ber, according to a Goldman Sachs strategist.

Volatility Is Looming. Equity Options

Here’s How to Play It.


CBOE Volatility Index The Equity-Only Put-Call Ratio
VIX Close VIX Futures Put-Call Ratio S&P 500 Index
35 312
287
262
237
27
212
BY STEVEN M. SEARS impress when reporting earnings, hosting 187
investor-day meetings, and issuing finan-

T
162
he world is on the verge of a cial guidance for the coming year. Market 19
137
volatility eruption. At least that’s volumes reveal the ferocity of investor re- 112
what Goldman Sachs is telling actions. “Indeed, shares and single stock 87
its clients. options volumes over the past 26 years 11 62
Many investors already feel that they have peaked in the month of October on O N D J F M A M J J A S O N D J F M A M J J A S
are making financial decisions amid average, with especially strong fourth- Daily Values Source: CBOE Source: McMillan Analysis Corp.
heightened macro-risk factors that are quarter seasonality in the past few years,”
concealed by the languid, range-bound wrote Marshall.
nature of markets. To profit from the anticipated disrup- SPX Skew NDX Skew
But looming geopolitical risks, the efforts tion, Marshall has advised clients to con- Implied volatility % Implied volatility %
of central banks to reduce inflation without sider buying October call options on the 13% 11%
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

sparking economic recessions, and the Cboe Volatility Index, or VIX, to hedge 12
threat of a U.S. government shutdown can portfolios against expected stock market 10
11
be easy to dismiss until something volcanic weakness. 9
occurs that removes all doubt. The VIX, which was recently around 10
The impetus for a major rerating of 17—up from about 13 on Sept. 12—is a 9 8
risk—and an even more significant decline tracking index that isn’t traded. To mone- 8
7
in stocks and an increase in options vola- tize the VIX to profit from potential mar-
7
tility than what occurred this past week— ket chaos, investors buy VIX call options, 6
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

6
could arrive in October, according to John which have a reputation for being like S&P
Marshall, Goldman’s derivatives strategist. 500 options on steroids. 5 5
Marshall wrote in a recent note that When the S&P 500 declines, the fear O N D J F M A M J J A S O N D J F M A M J J A S
options volatility for the S&P 500 index gauge, as the VIX is known, tends to in- Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy

has spiked 27% from August to October crease. Interest in VIX call options has Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference between the implied
volatility of puts and calls that are 10% out of the money and expire in three months. Higher readings are bearish.
for the past 95 years. He also found that been rising.
average realized volatility in October was Alison Edwards, a Susquehanna Finan-
markedly higher than the average of other cial Group strategist, has advised clients of Week’s Most Active
months over the past 95 years for the S&P significant VIX “tail-risk hedging.” Tail-risk Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio

500, and over the past 40 years or more hedges are usually inexpensive trades with Steelcase SCS 14809 8290 6519 304 42 48.7
Chefs Warehouse CHEF 9097 3284 5813 376 13 24.2
for the Nasdaq 100 and the Russell 1000 big payoffs if the stock market collapses. Pulse Biosciences PLSE 4087 4071 16 252 12 16.2
and 2000 indexes. One recent trade, for instance, would in- Bird Global BRDS 2258 1923 335 240 83 9.4
His strategy team consequently has told crease in value if the VIX spiked to $47.50 Roivant Sciences ROIV 16356 10265 6091 1824 63 9.0
ARS Pharmaceuticals SPRY 22622 10980 11642 3192 68 7.1
clients to be cautious on selling options—a in March. Other tail-risk hedges traded in Stitch Fix SFIX 75730 43799 31931 11684 22 6.5
perennially popular trade—due to seasonal November and December VIX options. Travere Therapeutics TVTX 28798 7704 21094 4536 93 6.3
increases in volatility and a heavy corpo- Portfolio hedging and VIX spikes are Equinox Gold EQX 24950 12369 12581 4328 37 5.8
ZipRecruiter ZIP 4842 757 4085 944 20 5.1
rate calendar for earnings reports and currently attracting a lot of attention, but
Fedex FDX 275334 143801 131533 54664 20 5.0
other financial updates. Marshall expects that trading in individual Revance Therapeutics RVNC 11387 6308 5079 2296 38 5.0
In October, Marshall noted, corporate stocks will return to favor when investors BioCryst Pharmaceuticals BCRX 12315 10499 1816 2688 10 4.6

management teams are under heightened become more confident that central banks irati Therapeutics MRTX 6334 5887 447 1376 41 4.6
Frontier ULCC 7326 4903 2423 1732 78 4.2
pressure to meet full-year earnings expec- are nearing the end of market disruptive Uranium Energy UEC 87649 11207 76442 21368 29 4.1
tations because time is running out. Inves- interest-rate increases. B Applied Therapeutics APLT 3667 3385 282 940 54 3.9
tors who manage money for other people Sunnova Energy NOVA 58619 8941 49678 14948 66 3.9
e.l.f. Beauty ELF 46008 24354 21654 13436 91 3.4
also confront the tyranny of time. If they Steven M. Sears is the president and chief oper-
Camtech CAMT 5447 5223 224 1644 50 3.3
have failed to satisfy annual performance ating officer of Options Solutions, a specialized
goals, they are under intense pressure. asset-management firm. Neither he nor the firm This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the 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
Those two forces can make October has a position in the options or underlying securi- 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 should be aware of these increased risks if trading in these names
unforgiving for any company that fails to ties mentioned in this column. 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. Source: McMillan Analysis
September 25, 2023 BARRON’S 33

I N S I DE SC OOP Decreases in POWER PLAY

Holdings
Immunocore Holdings
Goldman
(IMCR)
Says Bye-Bye
Insider Buys Shares in a
General Atlantic trimmed its
stake in the U.K.-based pharmaceu-
tical company to 2,606,684 Ameri-
can depositary receipts. From Aug.
14 to Aug. 23, General Atlantic sold
To GreenSky
Battered Advanced Auto 249,213 Immunocore ADRs at
prices ranging from $60.10 to BY CARLETON ENGLISH

G
$60.66 apiece, lowering its position
to 5.3% of the outstanding stock. oldman Sachs Group
General Atlantic revealed that it may be close to selling
BY ED LIN price of $57.65 each. He made the pur- adopted a 10b5-1 sales plan on Sept. its GreenSky business,

A
chase through a family trust that now 15 to sell up to 730,000 Immuno- a deal that could be a
dvance Auto Parts stock owns 19,430 Advance Auto shares, core ADRs, equal to 28% of Gen- win-win for the buyers
is seeing yet another year according to a form that Lee filed with eral Atlantic’s present stake. Any and the seller.
of sharp declines, but the the Securities and Exchange Commis- Eugene Lee, potential sales will begin on Oct. 16. If the deal flies,
retailer’s interim execu- sion. He owns another 68,838 shares Advance Auto The trading plan will cease on Nov. Goldman (ticker: GS) gets to offload
tive chair stepped in and through a personal account. Parts’ interim 10 if the maximum amount isn’t another business it perhaps never
bought a large block of its Advance Auto didn’t respond to executive chair, sold before then. The ADRs have should have bought—albeit at a
shares on the open mar- a request to make Lee available for paid $500,000 on slipped about 10% so far this year. steep discount to what it paid for it.
ket. comment. Lee had been serving as the open market Meanwhile, Sixth Street (TSLX),
Advance Auto stock (ticker: AAP) Advance Auto’s chairman, but in late for shares of the Expro Group Holdings Pacific Investment Management,
has lost about 60% of its value so far May he assumed an expanded role as embattled car- (XPRO) KKR (KKR), and others reported
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

in 2023, following a 39% drop in 2022. interim executive chair as Tom Greco, parts retailer. Oak Hill Advisors sold three mil- to be part of the consortium of in-
A string of disappointments would president and CEO, prepares to retire lion shares of the well construction terested buyers would gain a loan-
probably require more than a pit stop at the end of the year. and services company on Sept. 14. origination business at a compel-
to fix. Quarterly reports have been Lee is an outgoing chairman of Oak Hill offloaded those Expro ling price.
disappointing, the dividend has been Darden Restaurants’ (DRI), and Group shares through a block trade Goldman bought GreenSky in a
cut, the CEO plans to retire, the fi- a former president and CEO. He sale at a price of $22.96 each with- 2021 deal that closed for about $1.7
nance chief was ousted, the company’s joined Advance Auto’s board in No- out citing a reason. Oak Hill now billion in stock. This July, Goldman
credit rating was lowered, and it was vember 2015. He last purchased Ad- holds a 13.6% interest in Expro, wrote down $504 million of good-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

removed from the S&P 500. vance Auto stock on the open market equal to 14,774,045 shares, includ- will from its consumer business,
Still, Director Eugene I. Lee paid in June, when he paid $500,000 ing 198,154 and 60,882 of those essentially admitting that GreenSky
$500,000 on Sept. 13 for 8,670 through his trust for 7,635 shares, an underlying options and restricted wasn’t worth the acquisition price.
Advance Auto shares, at an average average price of $65.51 each. B awards, respectively. Senior part- Monetizing the asset shows even
ner Alan Schrager and partner Ei- more deterioration in its value: The
tan Arbeter serve on Expro’s board. deal to sell GreenSky to the consor-
Expro shares have gained nearly tium is reported to be around $500
30% year to date. million, though terms could still

Activist Holdings the 2025 annual shareholder meeting


and join the nominating and gover-
nance, compensation, and transaction
Cytek Biosciences (CTKB)
RA Capital slashed its position
change.
While Goldman isn’t gaining
financially from the deal, it is get-
Cardlytics (CDLX) committees. In return, CAS Invest- in the cell analytics company ting rid of a noncore business at a
CAS Investment Partners dis- ment agreed to customary standstill These disclosures are to 6,809,404 shares. Without pro- time when capital-markets activ-
from 13Ds filed with
closed a position of 5,416,116 shares provisions, and will vote all eligible the Securities and viding a reason, RA Capital sold ity—its traditional bread and but-
in the digital-advertising platform, Cardlytics shares in support of board Exchange Commission. 1,145,650 Cytek Biosciences shares ter—is picking up. Over the past
13Ds are filed within
14.4% of the firm’s tradable stock. recommendations that require share- 10 days of an entity’s
at prices ranging from $6.47 to two weeks, it has been a lead under-
On Sept. 19, Cardlytics and CAS holder approval. The agreement attaining more than $7.15 per share from Sept. 14 writer on initial public offerings for
Investment entered into a coopera- allows exceptions for any recommen- 5% in any class of a through Sept. 19. RA Capital sold Arm Holdings (ARM), Instacart
company’s securities.
tion agreement that led to the ap- dations that either Institutional Share- Subsequent changes another 4,342,667 Cytek shares at (CART), and Klaviyo (KVYO),
pointment of Alex Mishurov, CEO holder Services or Glass Lewis vote in holdings or inten- a price of $7 each through a covered three of the year’s more significant
and chief investment officer of KPS against. Cardlytics stock rose to a 52- tions must be re- call on Sept. 18. As a result, RA market debuts.
ported in amended
Global Asset Management, as an week intraday high of $19.57 on Sept. filings. This material Capital interest in Cytek lies just On the other side, Sixth Street
independent director. Per the agree- 15. Strong quarterly reports and up- is from Sept. 14 below 5%, the threshold that would and its partners would gain expo-
through Sept. 20,
ment, Cardlytics increased the size beat guidance have powered Cardlyt- 2023. Source:
require disclosure of any further sure in lending areas some banks
of its board to nine to accommodate ics shares in 2023, and they have more VerityData (verity- Cytek stock sales. Shares have are shying away from. Higher inter-
Mishurov, who will serve through than doubled this year. platform.com) slipped nearly 40% year to date. est rates have created balance-sheet
worries for banks as the value of
bondholdings has fallen. B
34 BARRON’S September 25, 2023

CHARTING THE MARKET


A graphic look at selected stock activity
for the week ended September 22, 2023
Edited by Bill Alpert

TKO Group Holdings Nikola Hertz Global Holdings W. P. Carey


TKO (NYSE) • $83.79 • -16.32 NKLA (NASD) • $1.25 • 0.06 HTZ (NASD) • $13.48 • -2.64 WPC (NYSE) • $57.68 • -6.40
A week after coming public, this merger of WWE’s The veering ride of this electric truck developer Oppenheimer lowered its target for the car rental The real-estate investment trust will spin off its
pro wrestling and UFC’s mixed martial arts said it’s took a hopeful turn, as it appointed a General stock, from $25 to $21, after noting that Hertz had office properties into a new REIT. The news de-
taking its Smackdown show from Fox to NBC. Motors veteran as its operations chief. been unable to raise prices as much as hoped. pressed other office REITS.

Stock Price $ Stock Price $ Stock Price $ Stock Price $


120 10 22 86
108 8 20 80
96 6 18 74
84 4 16 68
72 2 14 62
60 0 12 56

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


24 852 48 14
12 426 24 7
0 0 0 0
S O N D J F M A M J J A S S O N D J F M A M J J A S S O N D J F M A M J J A S S O N D J F M A M J J A S

Bausch Health Cos Stitch Fix Rocket Lab USA ARS Pharmaceuticals
BHC (NYSE) • $8.22 • -0.30 SFIX (NASD) • $3.12 • -0.11 RKLB (NASD) • $4.48 • -0.64 SPRY (NASD) • $3.96 • -3.30
The eye care firm said its chief financial officer will Saying consumers are “still being cautious,” the In a Monday launch, the space firm’s rocket lifting a Asking for more tests, the FDA rejected the firm’s
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

leave in October, to join an industrial waste com- online clothing vendor warned sales will fall. It is satellite from its New Zealand launchpad failed in nasal-spray alternative to allergy injectors like
pany. Bausch is seeking a replacement. closing its U.K. operations. mid-air. Rocket Lab had 37 successful launches. EpiPen. ARS thought tests could follow approval.

Stock Price $ Stock Price $ Stock Price $ Stock Price $


18 12 11 11
15 10 9 9
12 8 7 7
9 6 5 5
6 4 3 3
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

3 2 1 1

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


58 46 42 64
29 23 21 32
0 0 0 0
S O N D J F M A M J J A S S O N D J F M A M J J A S S O N D J F M A M J J A S S O N D J F M A M J J A S

NIO Steelcase Travere Therapeutics Revance Therapeutics


NIO (NYSE) • $8.53 • -1.90 SCS (NYSE) • $11.04 • 2.20 TVTX (NASD) • $7.85 • -5.84 RVNC (NASD) • $13.01 • -3.79
The electric vehicle maker will offer $1 billion After August quarter profits rose 35%, the furniture In a study following its provisional approval, the The company had hoped to charge a premium for
worth of convertible bonds. Its stock fell, as inves- firm said return-to-office trends will lift the year’s firm’s kidney disease treatment failed to reach one its Botox-rivaling treatment. But at an investor
tors adjusted for their potential dilution. EPS above 80 cents. Forecasts had been 66 cents. of its goals in a statistically-significant manner. conference, it said it will cut prices to compete.

Stock Price $ Stock Price $ Stock Price $ Stock Price $


22 14 27 40
19 12 23 34
16 10 19 28
13 8 15 22
10 6 11 16
7 4 7 10

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


568 18 28 28
284 9 14 14
0 0 0 0
S O N D J F M A M J J A S S O N D J F M A M J J A S S O N D J F M A M J J A S S O N D J F M A M J J A S

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. If the close from the current week is lower than a year ago the graph will be presented in red. If the close from the current week is higher than a year ago then the graph will be presented in green.
September 25, 2023 BARRON’S 35

W I N N E R S & LO S E R S
Saturday Inbox: Sign up for the
Market Lab Newsletter every Saturday
at Barrons.com/newsletters

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
LifezoneMetals(LZM) 635 16.50 +4.70 +39.8 GrafAcqnIV(GFOR) 4282 2862.2 9.56 –0.59 TrioTech(TRT) 465 908.5 7.39 +1.39 MurphyCanyonA(MURF) 2130 4640.4 16.85 +6.61
Steelcase(SCS) 16200 11.04 +2.20 +24.9 EnphysAcqnA(NFYS) 10672 2792.9 10.50 +0.02 BerensonAcqnI(BACA) 286 667.2 10.40 –0.03 HennessyCapVI(HCVI) 35616 4075.7 10.38 +0.02
GravitasEduc(GEHI) 74 17.30 +3.30 +23.6 LiveOakCrestA(LOCC) 15012 2518.0 10.40 +0.03 CheniereEnerPtrs(CQP) 3285 383.9 55.23 +2.16 HorizonSpaceI(HSPO) 1680 1468.9 10.55 +0.00
AmpriusTech(AMPX) 7965 4.49 +0.54 +13.7 JuniperII A(JUN) 2397 2116.2 10.60 –0.11 EquinoxGold(EQX) 34944 357.4 4.44 –0.69 ARS Pharm(SPRY) 40076 1380.0 3.96 –3.30
MoneyLion(ML) 441 22.39 +2.35 +11.7 FastAcqnII A(FZT) 818 1688.0 10.50 –0.15 ViveonHealth(VHAQ) 171 294.8 11.31 +0.06 GreenPlainsPtrs(GPP) 2840 1007.0 15.28 +1.50
DHT(DHT) 13801 10.00 +1.00 +11.1 ConcordAcqnIII A(CNDB) 377 1126.7 10.77 +0.16 dMYSquaredTechA(DMYY) 199 270.6 10.45 +0.04 FinnovateAcqnA(FNVT) 291 959.1 10.86 +0.05
OppFi(OPFI) 1133 2.53 +0.25 +11.0 MagellanMid(MMP) 47267 689.4 69.00 +0.77 IdahoStratRscs(IDR) 99 107.0 5.33 –0.05 Exscientia(EXAI) 16592 855.0 5.17 +0.03
OrionGroup(ORN) 1837 5.43 +0.52 +10.6 BlackMountainA(BMAC) 684 670.7 10.67 +0.02 UraniumEner(UEC) 55959 80.5 5.20 –0.18 QuantaSing(QSG) 570 789.1 2.09 –3.90
CRH(CRH) 63573 446.7 54.58 –0.19 EnergyFuels(UUUU) 17576 74.9 8.20 –0.22 FTACEmeraldA(EMLD) 13886 480.4 10.42 –0.01
Losers ChurchillVII A(CVII) 7573 375.2 10.47 +0.02 Chase(CCF) 939 69.3 126.95 0.00 TravereTherap(TVTX) 27811 438.8 7.85 –5.84
Name (Sym) Volume Close Change %Chg.
Steelcase(SCS) 16200 353.5 11.04 +2.20 Cryo-Cell(CCEL) 95 64.6 5.30 +0.17 Splunk(SPLK) 38956 376.9 145.07 +24.24
WeWork(WE) 9070 3.10 –1.21 –28.1 LearnCWInvtA(LCW) 468 348.4 10.65 +0.05 BK Tech(BKTI) 110 50.5 10.87 –0.33 CSP(CSPI) 377 375.9 17.07 –4.83
GreenfireResources(GFR) 898 7.56 –2.89 –27.7 AnnovisBio(ANVS) 476 301.5 9.89 –0.71 IvanhoeElectric(IE) 3171 48.7 13.82 +0.43 OrchestraBioMed(OBIO) 2671 348.6 8.58 +1.53
Vapotherm(VAPO) 267 2.46 –0.93 –27.4 ENI(E) 3746 271.7 32.34 –0.36 EvolutionPetrol(EPM) 4181 41.2 6.47 –0.66 Transcat(TRNS) 793 325.9 95.01 –19.47
Traeger(COOK) 1713 3.01 –0.99 –24.8 GettyImages(GETY) 9025 268.5 5.97 –0.53 M-tronInds(MPTI) 45 38.4 17.07 –1.94 CalliditasTherap(CALT) 142 316.8 18.43 +2.47
WheelsUp(UP) 2972 2.39 –0.77 –24.4 NuSTAREnergy(NS) 10035 261.2 17.64 –0.12 ContangoOre(CTGO) 382 33.6 18.71 –0.74 VircoMfg(VIRC) 709 315.9 6.39 +0.74
Skillz(SKLZ) 1617 4.85 –1.48 –23.4 LeoHldgsII A(LHC) 255 259.0 10.89 +0.01 EVI Industries(EVI) 196 26.1 24.82 –2.09 LibertyRscsA(LIBY) 123 304.4 10.91 0.00
LiveWire(LVWR) 224 7.77 –2.23 –22.3 IconicSportsA(ICNC) 299 247.9 10.83 +0.02 DeltaApparel(DLA) 276 22.8 6.79 –0.32 RevanceTherap(RVNC) 27824 288.5 13.01 –3.79
IonQ(IONQ) 61488 13.28 –3.80 –22.2 MSG Ent(MSGE) 7979 246.5 32.84 +0.09 BlueRidgeBkshs(BRBS) 272 22.0 6.28 –0.59 UnitedSecBcshrs(UBFO) 326 282.7 7.31 +0.13
WesternMidstrm(WES) 16983 227.7 26.72 +0.73 AdamsRscs(AE) 43 21.6 35.16 –0.70 CFAcqnVII A(CFFS) 449 264.2 10.69 +0.04

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. NIO(NIO) 446816 8.53 –1.90 –18.2 Cybin(CYBN) 66309 0.55 +0.22 +66.7 MSP Recovery(LIFW) 1189197 0.24 +0.05 +26.2
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TrioTech(TRT) 465 7.39 +1.39 +23.2 PalantirTech(PLTR) 233269 14.13 –1.20 –7.8 UraniumEner(UEC) 55959 5.20 –0.18 –3.3 Nikola(NKLA) 711978 1.25 +0.06 +5.0
Flanigans(BDL) 58 34.05 +3.55 +11.6 FordMotor(F) 231057 12.43 –0.18 –1.4 DenisonMines(DNN) 55504 1.63 –0.02 –1.2 Tesla(TSLA) 574289 244.88 –29.51 –10.8
EmpirePetrol(EP) 201 9.89 +0.98 +11.0 AT&T(T) 176086 15.12 –0.11 –0.7 NavideaBiopharm(NAVB) 53718 0.10 –0.02 –14.6 CanopyGrowth(CGC) 338478 0.84 –0.51 –37.8
AeonBiopharma(AEON) 260 6.14 +0.45 +7.9 BankofAmerica(BAC) 167791 27.64 –1.20 –4.2 PerspectiveTherap(CATX) 45412 0.30 +0.09 +45.6 Apple(AAPL) 297227 174.79 –0.22 –0.1
CalidiBiotherap(CLDI) 487 4.05 +0.29 +7.7 Vale(VALE) 151099 13.75 –0.57 –4.0 EquinoxGold(EQX) 34944 4.44 –0.69 –13.5 Amazon.com(AMZN) 277315 129.12 –11.27 –8.0
Espey(ESP) 52 16.50 +1.03 +6.7 Pfizer(PFE) 135839 32.69 –1.38 –4.1 B2Gold(BTG) 34772 3.10 –0.15 –4.6 AdvMicroDevices(AMD) 257709 96.20 –5.29 –5.2
NovaGoldRscs(NG) 7393 4.35 +0.26 +6.4 Carnival(CCL) 109382 14.05 –1.14 –7.5 Tellurian(TELL) 30610 1.11 –0.19 –14.6 NVIDIA(NVDA) 215912 416.10 –22.90 –5.2
UnvlSecInstr(UUU) 143 2.58 +0.15 +6.2 Pinterest(PINS) 104727 26.72 +1.01 +3.9 Senseonics(SENS) 23648 0.52 –0.02 –4.2 Intel(INTC) 214383 34.18 –3.70 –9.8
Verizon(VZ) 103982 33.28 –0.51 –1.5 Polished.com(POL) 19149 0.09 –0.02 –19.5 TilrayBrands(TLRY) 150320 2.40 –0.53 –18.1
Losers Uber(UBER) 100772 44.41 –3.11 –6.5 GeniusGroup(GNS) 18739 1.00 –0.00 –0.3 Lucid(LCID) 134685 5.11 –0.81 –13.7
Name (Sym) Volume Close Change %Chg.
Snap(SNAP) 98183 8.69 –0.47 –5.1 Globalstar(GSAT) 17727 1.26 –0.11 –8.0 SoFiTech(SOFI) 130456 7.54 –1.53 –16.9
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

MobileInfr(BEEP) 184 4.46 –1.19 –21.1 AMC Ent(AMC) 93871 7.62 –0.74 –8.9 EnergyFuels(UUUU) 17576 8.20 –0.22 –2.6 Alphabet A(GOOGL) 128650 130.25 –7.15 –5.2
Ashford(AINC) 6 6.11 –1.45 –19.2 SouthwesternEner(SWN) 92703 6.09 –0.37 –5.7 Zomedica(ZOM) 15249 0.17 +0.01 +3.9 AmerAirlines(AAL) 124322 12.90 –0.41 –3.1
Neuraxis(NRXS) 183 3.35 –0.67 –16.7 Kenvue(KVUE) 90273 20.55 –0.67 –3.2 NorthernDynasty(NAK) 14484 0.35 –0.04 –9.5 Rivian(RIVN) 117899 20.59 –3.59 –14.8
SifcoInd(SIF) 13 2.82 –0.44 –13.5 PetroleoBrasil(PBR) 86944 15.08 –0.12 –0.8 FOXOTechnologies(FOXO) 14169 0.11 –0.03 –19.7 Microsoft(MSFT) 111582 317.01 –13.21 –4.0
IndonesiaEnergy(INDO) 302 3.28 –0.51 –13.5 GinkgoBioworks(DNA) 84693 1.77 –0.16 –8.3 CamberEnergy(CEI) 13664 0.29 –0.03 –7.8 OpendoorTech(OPEN) 96102 2.57 –0.65 –20.2
EquinoxGold(EQX) 34944 4.44 –0.69 –13.5 WellsFargo(WFC) 79695 41.23 –1.72 –4.0 Ur-Energy(URG) 12554 1.57 +0.04 +2.6 MetaPlatforms(META) 95274 299.08 –1.23 –0.4
Zedge(ZDGE) 125 1.91 –0.25 –11.6 EnergyTransfer(ET) 79305 13.82 +0.23 +1.7 AirspanNetworks(MIMO) 10003 0.12 –0.00 –1.8 Arm(ARM) 92580 51.32 –9.43 –15.5
StandardLithium(SLI) 4374 2.89 –0.37 –11.3 Block(SQ) 76144 44.71 –8.12 –15.4 RingEnergy(REI) 9165 1.87 –0.06 –3.1 Alphabet C(GOOG) 92541 131.25 –7.05 –5.1

Nasdaq Biggest % Movers By Dollar Volume By Dollar Volume


Name (Sym) $ Volume Close Change %Chg.
By Dollar Volume
Name (Sym) $ Volume Close Change %Chg.
Name (Sym) $ Volume Close Change %Chg.
Winners CheniereEnergy(LNG) 859617 159.92 –3.54 –2.2 Tesla(TSLA) 149594235 244.88 –29.51 –10.8
BerkHathwy A(BRK.A) 23243017546215.00–13285.00 –2.4
Name (Sym) Volume Close Change %Chg.
UnitedHealth(UNH) 8937449 506.10 +19.40 +4.0 UraniumEner(UEC) 288785 5.20 –0.18 –3.3 NVIDIA(NVDA) 91218029 416.10 –22.90 –5.2
MurphyCanyonA(MURF) 2130 16.85 +6.61 +64.6 CheniereEnerPtrs(CQP) 182938 55.23 +2.16 +4.1 Apple(AAPL) 51678614 174.79 –0.22 –0.1
ExxonMobil(XOM) 7678799 114.94 –1.76 –1.5
Sientra(SIEN) 1029 2.75 +0.60 +27.9 EquinoxGold(EQX) 153168 4.44 –0.69 –13.5 Amazon.com(AMZN) 36730805 129.12 –11.27 –8.0
EliLilly(LLY) 7371545 550.54 –25.12 –4.4
MiratiTherap(MRTX) 11438 41.00 +7.95 +24.1 EnergyFuels(UUUU) 143787 8.20 –0.22 –2.6 Microsoft(MSFT) 35255846 317.01 –13.21 –4.0
Visa(V) 6743760 235.08 –5.99 –2.5
AmbrxBio(AMAM) 3386 11.32 +2.02 +21.7 Chase(CCF) 118325 126.95 0.00 0.0 MetaPlatforms(META) 28255482 299.08 –1.23 –0.4
Oracle(ORCL) 5959451 109.03 –4.88 –4.3
OrchestraBioMed(OBIO) 2671 8.58 +1.53 +21.7 B2Gold(BTG) 102147 3.10 –0.15 –4.6 AdvMicroDevices(AMD) 25633467 96.20 –5.29 –5.2
Disney(DIS) 5921325 81.25 –4.33 –5.1
TangoTherap(TNGX) 5650 10.32 +1.81 +21.3 DenisonMines(DNN) 89357 1.63 –0.02 –1.2 Alphabet A(GOOGL) 16964164 130.25 –7.15 –5.2
BerkHathwy B(BRK.B) 5488103 360.16 –7.70 –2.1
Splunk(SPLK) 38956 145.07 +24.24 +20.1 ImperialOil(IMO) 80852 58.40 –0.68 –1.2 Alphabet C(GOOG) 12413310 131.25 –7.05 –5.1
JPMorganChase(JPM) 5449668 145.73 –3.08 –2.1
Inventiva(IVA) 205 4.38 +0.68 +18.4 IvanhoeElectric(IE) 43155 13.82 +0.43 +3.2 Broadcom(AVGO) 10271316 829.08 –22.60 –2.7
Chevron(CVX) 5428992 166.28 –0.22 –0.1
Losers Alibaba(BABA) 5207400 88.30 +1.23 +1.4 CentrusEnergy(LEU) 35604 54.20 +1.03 +1.9 Netflix(NFLX) 8520541 379.81 –17.13 –4.3
Name (Sym) Volume Close Change %Chg. BankofAmerica(BAC) 4743117 27.64 –1.20 –4.2 Tellurian(TELL) 35149 1.11 –0.19 –14.6 Intel(INTC) 7665600 34.18 –3.70 –9.8
Uber(UBER) 4627695 44.41 –3.11 –6.5 NovaGoldRscs(NG) 31192 4.35 +0.26 +6.4 Adobe(ADBE) 7314525 512.90 –15.99 –3.0
QuantaSing(QSG) 570 2.09 –3.90 –65.2
FedEx(FDX) 4586807 261.09 +7.01 +2.8 Cybin(CYBN) 29956 0.55 +0.22 +66.7 Splunk(SPLK) 5548007 145.07 +24.24 +20.1
ARS Pharm(SPRY) 40076 3.96 –3.30 –45.5
Pfizer(PFE) 4520267 32.69 –1.38 –4.1 Seaboard(SEB) 29352 3795.49 –54.51 –1.4 Arm(ARM) 5024767 51.32 –9.43 –15.5
Roadzen(RDZN) 2364 5.65 –4.48 –44.2
Boeing(BA) 4305363 197.71 –10.40 –5.0 EvolutionPetrol(EPM) 28567 6.47 –0.66 –9.3 CiscoSystems(CSCO) 4895053 53.57 –2.47 –4.4
TravereTherap(TVTX) 27811 7.85 –5.84 –42.7
Salesforce(CRM) 4245122 206.43 –8.18 –3.8 MAG Silver(MAG) 26722 10.60 –1.31 –11.0 MicronTech(MU) 4565258 68.88 –1.00 –1.4
Mondee(MOND) 5244 4.38 –2.74 –38.5
Nike(NKE) 4088664 90.85 –5.41 –5.6 enCoreEnergy(EU) 23707 3.20 +0.17 +5.6 Airbnb(ABNB) 4416784 132.20 –10.55 –7.4
AxcellaHealth(AXLA) 2761 10.35 –5.25 –33.6
Coca-Cola(KO) 4062390 57.60 –0.34 –0.6 Globalstar(GSAT) 22938 1.26 –0.11 –8.0 ActivisionBliz(ATVI) 4051419 93.92 +2.10 +2.3
Momentus(MNTS) 614 2.29 –1.12 –32.8
HomeDepot(HD) 3998971 305.73 –15.67 –4.9 SilverCrestMetals(SILV) 19186 4.60 –0.16 –3.4 PayPal(PYPL) 3892227 57.88 –6.33 –9.9
NeumoraTherap(NMRA) 4986 11.03 –5.22 –32.1

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
36 BARRON’S September 25, 2023

RE SEARCH REPORTS
For a look back at more analyst
research and reports, go online to
Barrons.com/researchreports

How Analysts Size


Up Companies
Walt Disney • DIS-NYSE Cisco’s capital return program on Insider Transactions
Overweight • Price $82.56 on Sept. 21 buybacks or dividends. Net/net: We
Purchases Sales
These reports, by J.P. Morgan think the deal should be 20 cents $ Val $ Val
excerpted and Company Symbol Insiders Shares (000's) Company Symbol Insiders Shares (000's)
accretive in year two and also bolster Cnx Resources CNX 1 144,440 3,170 Airbnb ABNB 3 376,667 55,437
edited by Barron’s,
Walt Disney hosted a parks-focused its revenue and margin profile going Chargepoint CHPT 1 500,000 2,896 Freshworks FRSH 2 1,950,000 40,137
were issued recently Semler Scientific SMLR 1 77,771 2,147 Applovin APP 1 854,375 35,446
by investment and analyst meeting at Walt Disney World, forward. But we do think a debate Virtu Financial
Selectquote
VIRT
SLQT
1
4
50,000
651,800
853
759
Workday
Karat Packaging
WDAY
KRT
1 108,333
2 1,150,000
27,146
24,150
research firms. where speakers included CEO Bob will now emerge on why now, and Audioeye
World Wrestling Entertainment
AEYE
TKO
2
1
129,947
5,000
676
508
Ares Management
Advanced Drainage Systems
ARES
WMS
2
3
225,000
162,500
23,573
19,886
The reports are a Iger, Disney Parks, Experiences and what are they seeing in their core Advance Auto Parts
Semtech
AAP
SMTC
1
1
8,670
20,000
500
497
Atlassian
Samsara
TEAM
IOT
3
6
84,880
617,541
17,495
17,403
sampling of analysts’ Products Chairman Josh D’Amaro, markets that is resulting in a deal in Digital Turbine APPS 4 72,600 484 American Equity Investment Life AEL 2 319,819 17,301
Gatos Silver GATO 4 83,801 451 Humacyte HUMA 2 4,000,000 14,160
thinking; they should Hain Celestial HAIN 2 40,000 405 Couchbase BASE 1 750,000 13,283
not be considered
and ESPN Chairman Jimmy Pitaro, as this environment. Sticking with our Trinseo TSE 5 48,500 403 Interactive Brokers IBKR 1 139,744 12,948
Domo DOMO 1 39,300 384 Gitlab GTLB 3 246,876 12,239
the views or recom- well as a number of other executives. Outperform rating and $63 price Granite Ridge Resources GRNT 6 69,284 384 Salesforce CRM 3 56,250 12,097
Berkshire Hills Bancorp BHLB 2 19,000 377 Doordash DASH 1 132,300 11,025
mendations of We appreciated the breadth of content target. Silverbow Resources SBOW 1 10,000 370 Inspire Medical Systems INSP 1 47,992 10,777
Summit Financial SMMF 1 14,201 343 Datadog DDOG 2 95,637 9,387
Barron’s. and detail on the DPEP business, and Victoria'S Secret & Co VSCO 1 20,000 343 Vita Coco COCO 5 306,583 8,865
Mirum Pharmaceuticals MIRM 1 11,062 338 Arthur J. Gallagher & Co. AJG 3 37,800 8,812
agree that there is a long runway go- Walmart • WMT-NYSE
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 SEC within two business
ing forward. On the stock, we have Buy • Price $163.91 on Sept. 21 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 "Purchases" column includes only open-market and private purchases; the "Sales"
found investors mostly on the side- by UBS column includes only open-market and private sales, and excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters

lines this year as the company works


to define its strategic future, but like The bullish investment case for the
shares at this level and expect in the world’s largest retailer is as good as it Insider Transactions Ratio
next six to 12 months that major ques- has been in a while. During a couple
40
tions around Hulu, an ESPN invest- of days of meetings with the com-
Bearish
ment, and a linear sale (or not) will be pany’s senior leadership team, the
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

answered, which should give inves- inflection was apparent in obvious 30

tors more confidence in long-term and subtle ways. Overtly, Walmart’s


value creation at the company. While CEO noted that shareholders have 20
Iger did not address the pending re- been patient for some time as the
sumption of the dividend directly, his company made investments, and its 10
closing comments seemed to imply time for that patience to be rewarded. Bullish Ratio = 24
that there is still room for shareholder Below the surface, there was consis- 0
returns even under a heavier capital- tency, balance, and excitement in the S O N D J F M A M J J A S
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

expenditure investment level. We re- messages across the team. Most likely, Ratio of Insiders Sales to Buys. Readings under 12:1 are Bullish. Those over 20:1 are Bearish. The total top 20 sales and buys are
main Overweight with a $125 target, this was a function of Walmart’s con- 391,565,964 and 16,288,146 respectively; Source: Thomson Reuters
though we recognize it could take a fidence in its opportunity. Walmart’s
couple of quarters before we have bet- leaders have long used words like
ter clarity into the company’s direc- purpose, mission, and values during
tion and shares begin to work. conversations with the investment quarter (Aug.) results on Sep. 28, after around IBM, we are impressed with
community. While these concepts the market close. We reviewed care- the depth of the company’s software
Cisco Systems • CSCO-Nasdaq were still sprinkled throughout, there fully Nike and sector data points. As platform, particularly its capabilities
Outperform • Price $55.50 on Sept. 21 was new vernacular dropped fre- we consider Nike into upcoming re- around enablement.
by Evercore ISI quently, such as “perfect order,” “first- sults and over the next several quar- In a postpandemic world, we’ve
place share,” and “move fast.” These ters, a few key factors keep us positive seen networks broaden and become
Cisco announced its intention to ac- words matter because they not only on shares: 1) signals of continued solid increasingly complex. IBM combines
quire Splunk for $28 billion. Cisco reflect a different mind-set for the demand across athleisure, 2) now ra- consulting and software solutions,
noted several key points related to the company from 10 years ago, but they tionalized channel inventories, 3) pros- particularly those provided by Red
deal: 1) The deal integrates two lead- also demonstrate the degree to which pects for waning sourcing costs, 4) Hat, to bring a unique set of assets to
ers with complimentary capabilities Walmart is seeing evidence that its appropriately subdued guidance and pull large enterprises through their
in AI, security, and full stack plan is working. For investors, we Street forecasts, and 5) historically digital transformation journeys.
observability—Cisco can offer end-to- believe that this means Walmart’s discounted share valuation. In many We feel this same dynamic could
end security solutions from threat shares can generate alpha for some ways, Nike represents a classic “wall of lead to another leg of growth for au-
detection to prevention to resolution. time to come. Price target: $190. worry” type name. Nike ranks as a top tomation, certainly in terms of gener-
2) Should result in Cisco adding $4 large-cap pick within our Consumer ative artificial intelligence, but also a
billion in annual recurring revenue Nike • NKE -NYSE Growth & eCommerce coverage. renewed interest in the broader Wat-
run-rate postdeal (stand-alone Cisco Outperform • Price $94.62 on Sept. 21 son suite in a macro that is valuing
is at $24.3 billion). 3) Deal will be cash by Oppenheimer IBM • IBM-NYSE return on investment and time to
flow accretive in year one, and in year Outperform • Price $146.52 on Sept. 20 value. We initiate with an Outper-
two will be cash-flow and EPS accre- We reiterate our Outperform rating by RBC Capital Markets form rating and a $188 price target
tive. 4) Deal should close by the third and 12 to 18 month price target of $150 based on our sum-of-the-parts valua-
quarter of 2024. 5) Doesn’t change on Nike. Nike is set to announce first- In the time we’ve spent with and tion framework.
September 25, 2023 BARRON’S 37

Barron's 50-Stock Average 52 Dow Jones Averages 49 Money Rates, U.S. & Foreign 51 Vital Signs 29

DATA
Cash Track 47 Dow Jones Per Share Values 50 Mutual Funds 47 Week In Stocks 50
Charting the Market 34 Exchange Traded Portfolios 46 N.Y. Stock Exchange 37 Weekly Bond Statistics 52
Coming Earnings 51 Federal Reserve Data Bank 52 Nasdaq National Market 41 Winners & Losers Stocks 35
Conference Call Calendar 51 Foreign Exchange 51 New Corporate Listings 50
Consensus Estimate 51 Gold & Silver Prices 52 New Highs & Lows 53
Delta Tactical Sentiment 51 Gold Mining Index 52 NYSE Half-Hourly Volume 50
Distributions & Offerings 52 Indexes P/Es & Yields 50 Other Market Indexes 49
Dividend Boosts - Reductions 52 Initial Public Offerings 50 Pulse of the Economy 51
Dividend Ex-Payment Dates 52 Investor Sentiment Readings 50 Stock Splits - Special Dividends 52
DJ Averages 49 Key Foreign Market Indexes 45 Stock Volume 50
Contact Us
DJ U.S. Total Market Industry Groups 51 Market Lab 49 Trading Diary 49 For queries, email us at
Statistics from September 18-22, 2023 memberservices@dowjones.com

NEW YORK STOCK EXCHANGE COMPOSITE LIST - NEW HIGHS - NEW LOWS

–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.
7.13 2.01 AlticeUSA ATUS ... dd 3.39 +0.11 ... 133.79 90.23 Aptargroup ATR 1.3 33 122.68 –3.25 .41 31.99 19.32 AvanosMedical AVNS ... dd 20.23 +0.30 ... 5.75 3.17 BlackBerry BB ... dd 5.16 –0.23 ...
A
48.11 40.35 Altria MO 9.3 11 42.33 –1.20 .98 124.88 77.96 Aptiv APTV ... 30 97.93 –4.53 ... 25.25 17.91 Avantor AVTR ... 34 21.11 –0.76 ... 785.65 503.12 BlackRock BLK 3.0 19 660.10 –37.315.00
63.88 33.75 AAR AIR ... 24 60.08 +0.37 ... 14.72 4.08 AltusPower AMPS ... dd 5.47 –0.58 ... 45.72 30.72 Aramark ARMK 1.2 17 36.06 –0.58 .11 195.95 157.28 AveryDennison AVY 1.8 26 180.86 +0.30 .81 2.37 1.11 BlackSkyTech BKSY ... dd 1.15 –0.12 ...
49.58 37.61 ABMIndustries ABM 2.2 11 39.44 –1.11 .22 17.75 12.03 AmbacFin AMBC ... 1 12.59 –0.21 ... 17.74 10.10 ArborRealty ABR 11.1 9 14.89 –1.14 .43 44.74 27.65 Avient AVNT 2.8 cc 35.43 –2.88.2475 116.78 71.72 Blackstone BX 3.1 67 111.18 –2.61 .79
6.62 4.27 ACCO Brands ACCO 5.2 dd 5.82 +0.17 .075 3.24 2.40 Ambev ABEV 4.1 15 2.63 –0.10.1457 32.49 19.25 ArcelorMittal MT ... 5 24.71 –1.05 ... 45.29 32.27 Avista AVA 5.4 18 33.83 –1.06 .46 27.46 16.61 BlackstoneMtg BXMT 11.1 14 22.40 –1.03 .62
10.72 7.23 AcresCmclRlty ACR ... dd 8.34 +0.04 ... 12.78 9.03 Amcor AMCR 5.4 13 9.05 –0.30.1225 167.68 102.42 ArchResources ARCH .6 3 157.09 –2.92 3.72 33.68 20.66 AxaltaCoating AXTA ... 26 26.92 –0.49 ... 2.86 0.53 BlendLabs BLND ... dd 1.17 +0.01 ...
5.75 0.70 ADC Therap ADCT ... dd .72 –0.10 ... 31.09 15.79 AmerantBncpA AMTB 2.0 9 17.68 –1.55 .09 7.49 1.62 ArcherAviation ACHR ... dd 5.19 –1.26 ... 51.46 33.15 AxosFinancial AX ... 8 38.28 –4.12 ... 45.10 28.83 BlockHR HRB 3.0 12 42.05 +2.41 .32
10.10 4.89 ADT ADT 2.4 dd 5.92 –0.18 .035 92.44 73.28 Ameren AEE 3.1 19 80.21 –0.56 .63 98.28 69.92 ADM ADM 2.3 10 76.98 –2.37 .45 13.87 3.82 Azul AZUL ... dd 8.72 +0.55 ... 89.97 44.60 Block SQ ... dd 44.71 –8.12 ...
92.16 66.47 AECOM ACM .9 87 82.01 –1.92 .18 72.82 39.62 Ameresco AMRC ... 42 41.99 –4.76 ... 13.26 6.28 Archrock AROC 5.1 29 12.25 +0.14 .155 26.55 12.33 BloomEnergy BE ... dd 13.57 –1.55 ...
B
29.89 15.92 AES AES 4.2 dd 15.96 –1.28.1659 23.07 16.13 AmericaMovil AMX 1.9 12 17.68 –0.47.1967 11.47 6.64 ArcosDorados ARCO 2.0 12 9.54 –0.64 .04 75.48 4.70 BlueApron APRN ... dd 6.14 +0.02 ...
78.43 56.03 Aflac AFL 2.2 10 76.31 –0.20 .42 29.73 16.04 AmericanAssets AAT 6.9 24 19.00 –1.57 .33 79.38 52.04 Arcosa ACA .3 13 73.57 –1.18 .05 2.29 1.00 Bark BARK ... dd 1.25 –0.21 ... 14.32 10.18 BlueOwlCapital OBDC 9.6 6 13.80 +0.03 .33
145.53 93.53 AGCO AGCO 1.0 8 116.07 –6.81 .29 11.19 6.61 AmericanAxle AXL ... 20 7.21 –0.34 ... 36.13 15.70 ArcusBiosci RCUS ... dd 19.72 –0.85 ... 18.50 9.90 B&G Foods BGS 7.3 dd 10.42 –0.14 .19 14.04 8.06 BlueOwlCapital OWL 4.4 cc 12.64 –0.25 .14
7.05 3.52 AG Mortgage MITT12.3 11 5.86 –0.46 .18 17.53 9.46 AmerEagle AEO 2.7 14 14.98 –0.43 .10 5.90 3.05 ArdaghMetalPkg AMBP12.8 27 3.12 –0.16 .10 48.38 39.69 BCE BCE 7.3 21 39.83 –0.95.7243 40.93 16.24 BluegreenVac BVH 2.3 10 34.86 –0.63 .20
2.15 0.30 a.k.a.Brands AKA ... dd .49 –0.02 ... 54.44 28.05 AmerEquity AEL .7 10 53.86 –0.11 .36 19.41 8.75 ArdmoreShipping ASC 6.0 3 12.77 +0.26 .19 3.72 1.68 BEST BEST ... dd 2.48 +0.08 ... 98.33 57.50 BlueLinx BXC ... 6 81.39 –2.91 ...
80.74 7.05 AMC Ent AMC ... dd 7.62 –0.74 ... 182.15 130.65 AmerExpress AXP 1.6 16 153.08 –10.67 .60 10.74 9.91 AresAcqnA AAC ... dd 10.73 +0.01 ... 16.02 8.85 BGSF BGSF 6.2 12 9.65 +0.05 .15 10.46 9.71 BluescapeOppsAcqn BOAC ... 45 10.01 +0.01 ...
129.04 81.15 AMN Healthcare AMN ... 11 82.47 –5.60 ... 150.98 108.58 AmericanFin AFG 2.2 11 113.30 –0.07 .63 10.37 10.10 AresAcqnII A AACT ... ... 10.26 +0.01 ... 71.52 46.92 BHP Group BHP 5.9 11 56.75 –1.70 1.60 243.10 120.99 Boeing BA ... dd 197.71 –10.40 ...
80.00 4.80 AMTD Digital HKD ... 24 5.51 ... ... 37.97 28.79 AmHomes4Rent AMH 2.6 35 34.32 –2.21 .22 12.75 7.52 AresCommRealEst ACRE13.2 dd 9.98 –0.51 .33 154.12 68.30 BILL BILL ... dd 100.21 –9.22 ... 112.58 55.14 BoiseCascade BCC .8 7 99.77 –0.32 .20
3.16 1.13 AMTD IDEA AMTD ... 1 1.18 –0.02 ... 64.88 45.66 AIG AIG 2.3 10 61.58 +0.40 .36 107.37 58.60 AresMgmt ARES 2.9 65 104.56 –0.54 .77 5.49 1.40 BitMining BTCM ... dd 2.70 +0.08 ... 104.91 50.20 BootBarn BOOT ... 15 80.83 –7.66 ...
11.20 10.15 AP Acqn A APCA ... 81 10.97 +0.06 ... 31.59 14.25 AmRltyInv ARL ... 1 14.52 –2.81 ... 46.80 31.26 Argan AGX 2.6 17 46.11 +1.98 .30 80.41 60.33 BJ'sWholesale BJ ... 20 72.89 +3.51 ... 125.19 87.99 BoozAllen BAH 1.8 49 107.37 –4.06 .47
3.87 2.11 ARC Document ARC 6.2 12 3.21 –0.16 .05 100.51 77.91 AmerStWater AWR 2.1 26 80.68 –3.02 .43 30.13 19.00 ArgoGroup ARGO 4.2 dd 29.75 –0.06 .31 41.38 27.21 BP BP 3.9 6 38.44 –0.31.4362 7.13 2.30 BoqiiHolding BQ ... ... 3.26 –0.06 ...
9.03 4.45 ASE Tech ASX 5.7 11 7.49 –0.21.5714 29.95 6.15 AmerStratInvt NYC ... dd 6.29 –0.22 ... 17.81 6.69 ArisWater ARIS 3.5 30 10.17 –0.65 .09 15.35 4.52 BP Prudhoe BPT 14.0 3 7.15 +0.08.2974 47.05 27.40 BorgWarner BWA 1.1 10 40.76 –0.29 .17
99.69 63.27 ASGN ASGN ... 17 80.98 +3.28 ... 235.57 165.91 AmerTowerREIT AMT 3.8 80 166.21 –13.93 1.62 198.70 98.20 AristaNetworks ANET ... 33 180.34 –4.38 ... 8.39 3.58 BRC BRCC ... dd 3.64 –0.49 ... 9.01 3.22 BorrDrilling BORR ... dd 6.88 –0.70 ...
21.53 13.43 AT&T T 7.3 dd 15.12 –0.11.2775 24.13 11.50 AmerVanguard AVD 1.0 30 11.59 –0.82 .03 4.84 2.53 ArlingtonAsset AAIC ... 16 4.37 –0.22 ... 2.93 1.06 BRF BRFS ... dd 1.94 +0.05 ... 422.75 296.27 BostonBeer SAM ... 72 378.31 +6.75 ...
47.92 25.39 ATI ATI ... 22 42.20 –2.35 ... 162.59 122.77 AmerWaterWorks AWK 2.1 28 132.25 –6.65.7075 11.54 2.93 ArloTech ARLO ... dd 10.16 –0.79 ... 22.55 16.43 BRT Apartments BRT 5.7 34 17.54 –0.95 .25 28.98 16.12 BostonOmaha BOC ... cc 16.29 –0.81 ...
59.00 6.00 ATI PhysTherapy ATIP ... dd 8.80 –0.11 ... 4.39 1.17 AmericanWell AMWL ... dd 1.19 –0.20 ... 13.73 10.04 ArmadaHoffler AHH 7.2 21 10.81 –0.51 .195 76.93 49.14 BWX Tech BWXT 1.2 30 74.07 –0.75 .23 79.42 46.18 BostonProps BXP 6.5 14 60.31 –5.97 .98
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48.89 26.03 ATS ATS ... 41 44.20 –0.09 ... 33.90 21.49 AmericoldRealty COLD 2.8 dd 31.86 –1.15 .22 6.68 4.38 ArmourResREIT ARR 20.7 dd 4.63 –0.27 .40 8.13 3.89 Babcock&Wilcox BW ... dd 4.50 –0.37 ... 55.38 37.74 BostonSci BSX ... 90 53.60 +0.70 ...
19.79 12.76 A10Networks ATEN 1.6 25 14.93 +0.32 .06 358.02 249.35 Ameriprise AMP 1.6 16 333.49 –13.63 1.35 85.09 62.03 ArmstrongWorld AWI 1.4 15 71.12 –1.89 .254 170.86 88.16 BadgerMeter BMI .7 58 152.36 –8.47 .27 17.45 9.71 Bowlero BOWL ... 32 9.81 –0.90 ...
63.99 48.32 AXIS Capital AXS 3.0 15 57.95 +0.54 .44 164.75 110.87 Ametek AME .7 28 151.66 +0.03 .25 147.42 89.38 ArrowElec ARW ... 6 126.84 –0.36 ... 2.87 1.08 Bakkt BKKT ... dd 1.10 –0.12 ... 34.98 23.99 Box BOX ... cc 24.06 –0.94 ...
34.96 15.12 AZEK AZEK ... cc 30.26 –0.51 ... 4.74 1.24 AmnealPharm AMRX ... dd 4.19 +0.08 ... 42.97 25.67 ArtisanPtrsAsset APAM 6.0 13 37.10 –0.12 .61 62.14 46.00 Ball BALL 1.6 20 49.54 –2.14 .20 73.00 46.10 BoydGaming BYD 1.1 9 60.79 –3.90 .16
50.86 30.21 AZZ AZZ 1.5 dd 46.07 –1.30 .17 4.06 2.15 Ampco-Pitt AP ... 37 2.79 –0.08 ... 18.00 9.64 Artivion AORT ... dd 15.04 +0.22 ... 25.67 13.09 Bally's BALY ... dd 14.66 –1.12 ... 58.20 40.52 Brady BRC 1.7 16 55.77 +0.02 .235
16.16 7.65 Aaron's AAN 4.8 dd 10.45 +0.70 .125 90.28 65.21 Amphenol APH 1.0 27 83.33 –2.39 .21 27.14 11.32 Asana ASAN ... dd 17.13 –1.12 ... 18.26 9.72 BancCalifornia BANC 3.4 8 11.91 –0.84 .10 5.60 2.22 BraemarHtls BHR 7.3 dd 2.74 –0.14 .05
115.83 93.25 AbbottLabs ABT 2.1 33 98.15 –3.59 .51 10.38 5.62 AmplifyEnergy AMPY ... 1 6.89 –0.32 ... 256.39 138.88 AsburyAutomotive ABG ... 5 223.00 –2.13 ... 6.60 2.61 BancoBBVA BBAR .0 ... 4.72 –0.34.064 7.58 3.42 BrandywineRealty BDN 13.7 31 4.37 –0.65 .15
168.11 130.96 AbbVie ABBV 3.9 31 152.74 +0.62 1.48 15.39 3.28 AmpriusTech AMPX ... dd 4.49 +0.54 ... 8.43 2.25 AshfordHosp AHT ... dd 2.26 –0.62 ... 8.18 4.36 BancoBilbaoViz BBVA 4.7 6 7.93 +0.26.3333 6.48 4.49 BrasilAgro LND 17.4 10 5.60 –0.09.6018
55.52 14.43 Abercrombie&Fitch ANF ... 24 50.63 –1.77 ... 19.97 10.55 Amrep AXR ... 4 17.39 –0.59 ... 114.36 79.42 Ashland ASH 1.9 dd 83.15 –0.11 .385 3.35 2.12 BancoBradesco BBDO 5.4 9 2.50 –0.32.0035 14.51 6.26 Braskem BAK ... dd 8.36 –0.67 ...
16.36 12.28 AcadiaRealty AKR 4.9 dd 14.74 –1.27 .18 10.92 10.06 AndrettiAcqnA WNNR ... 77 10.74 +0.01 ... 14.44 5.33 AspenAerogels ASPN ... dd 6.70 +0.26 ... 23.50 16.81 BancodeChile BCH 8.1 7 20.07 –1.032.1466 44.52 23.19 BreadFinancial BFH 2.5 3 34.24 –0.75 .21
12.05 7.26 AccelEnt ACEL ... 17 10.84 +0.08 ... 13.18 4.43 AngelOakMtgREIT AOMR14.3 dd 8.97 –0.22 .32 33.00 16.89 AssetMarkFin AMK ... 18 25.70 –1.05 ... 4.50 2.60 BancoItauChile ITCL 5.0 4 3.36 +0.08.1646 16.40 8.43 BridgeInvt BRDG 7.2 dd 9.40 –0.74 .17
330.44 242.80 Accenture ACN 1.4 28 316.09 +3.56 1.12 30.27 11.94 AngloGoldAsh AU 1.1 cc 18.15 +0.17.0367 25.50 14.47 AssociatedBanc ASB 4.9 7 17.11 –0.55 .21 24.65 13.00 Bladex BLX 4.5 6 22.31 –0.97 .25 98.80 5.80 BrightHealth BHG ... dd 5.89 –0.44 ...
10.40 9.68 AcropolisInfrA ACRO ... 60 10.26 +0.03 ... 67.09 44.51 AB InBev BUD 1.1 18 56.44 –0.43.8245 42.97 31.01 AssocCapital AC .5 44 36.55 +0.15 .10 28.07 12.38 BancoMacro BMA .0 3 21.85 –1.78.4262 98.87 54.19 BrightHorizons BFAM ... 76 85.08 –2.58 ...
24.43 15.11 AnnalyCap NLY 13.1 dd 19.88 –0.69 .65 155.45 104.49 Assurant AIZ 1.9 23 145.02 +6.37 .70 3.44 0.81 BrightScholar BEDU ... ... 1.16 +0.07 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

202.90 149.30 AcuityBrands AYI .3 14 164.67 +5.08 .13 6.64 4.76 BancSanBrasil BSBR 6.1 ... 5.30 –0.13.0815
61.98 42.06 Acushnet GOLF 1.4 17 54.18 –2.42 .195 23.89 9.76 AnnovisBio ANVS ... dd 9.89 –0.71 ... 67.13 45.21 AssuredGuaranty AGO 1.8 12 60.59 –0.16 .28 21.81 13.37 BcoSantChile BSAC 5.2 11 18.24 –0.701.2511 26.88 14.73 BrightSphere BSIG .2 12 20.09 –0.19 .01
11.98 6.95 Adecoagro AGRO 2.8 13 11.36 –0.36.1626 12.35 8.80 AnteroMidstream AM 7.6 17 11.90 +0.16 .225 164.76 70.50 Atkore ATKR ... 8 143.87 –3.77 ... 4.09 2.26 BancoSantander SAN 2.3 6 3.66 –0.01.0631 7.96 5.21 BrightSpire BRSP12.1 dd 6.62 –0.34 .20
47.50 27.74 Adient ADNT ... 30 36.32 –2.02 ... 40.19 19.91 AnteroResources AR ... 5 23.82 –2.68 ... 41.04 23.32 AtlUnionBkshs AUB 4.3 10 28.10 –1.85 .30 30.89 21.55 BanColombia CIB 4.0 9 27.44 –0.18.8921 9.32 5.16 BrightView BV ... dd 7.73 –0.78 ...
47.25 33.59 AdtalemGlbEduc ATGE ... 20 42.85 –0.31 ... 9.85 4.33 AnywhereRealEst HOUS ... dd 7.33 +0.07 ... 24.10 15.06 AtlasEnergySolns AESI 3.0 ... 23.38 +0.34 .05 38.60 26.32 BankofAmerica BAC 3.5 8 27.64 –1.20 .24 77.47 48.38 Brink's BCO 1.2 31 72.60 –3.90 .22
194.35 56.40 AdvanceAuto AAP 1.7 10 57.60 –2.22 .25 347.37 266.35 Aon AON .7 26 336.02 –0.14 .615 125.28 97.71 AtmosEnergy ATO 2.7 19 110.85 –4.16 .74 38.31 22.93 BankofButterfield NTB 6.4 6 27.60 –0.83 .44 42.12 23.94 BrinkerIntl EAT ... 13 30.15 –1.27 ...
136.53 75.02 AdvDrainageSys WMS .5 19 115.27 –4.20 .14 40.28 31.17 AptIncmREIT AIRC 5.8 15 31.21 –1.49 .45 25.20 19.10 AtmusFiltration ATMU ... ... 21.02 –1.39 ... 82.87 30.83 BankofHawaii BOH 5.8 10 48.59 –2.12 .70 81.44 58.33 BristolMyers BMY 3.9 16 58.90 –0.13 .57
44.57 29.97 AdvanSix ASIX 2.1 8 30.60 –0.88 .16 8.93 6.47 ApartmtInv AIV ... dd 7.07 –0.27 ... 3.51 1.52 ATRenew RERE ... dd 2.01 –0.03 ... 102.79 81.55 BankMontreal BMO 4.0 11 85.73 –2.831.0818 0.17 0.08 BristolMyersRt CELG.RT ... ... .10 –0.01 ...
5.69 3.76 Aegon AEG 4.8 dd 4.94 –0.10.1528 29.57 13.09 APi Group APG ... 91 25.50 –1.03 ... 38.91 23.66 Autohome ATHM 1.9 13 30.20 +0.56 .53 52.26 36.22 BankNY Mellon BK 3.9 12 42.70 –2.51 .42 31.89 20.08 Bristow VTOL ... 89 28.10 –0.15 ...
5.90 1.52 Aenza AENZ ... dd 2.31 +0.02 ... 12.75 7.91 ApolloComRlEst ARI 13.5 14 10.38 –0.63 .35 103.99 65.74 Autoliv ALV 2.8 21 95.66 –1.40 .66 55.91 45.25 BankNovaScotia BNS 6.6 10 46.97 –1.47.7794 42.36 31.62 BritishAmTob BTI 8.5 7 33.30 –0.13.7006
69.50 39.73 AerCap AER ... 8 62.49 +0.16 ... 93.18 45.62 ApolloGlbMgmt APO 1.9 43 90.81 –0.97 .43 182.08 94.92 AutoNation AN ... 6 149.88 –2.73 ... 40.22 15.83 BankUnited BKU 4.8 7 22.49 –1.81 .27 24.27 17.62 BrixmorProp BRX 4.9 18 21.40 –1.50 .26
2.38 0.75 AevaTech AEVA ... dd .76 –0.10 ... 10.50 9.86 ApolloStratII A APGB ... 39 10.50 +0.01 ... 2750.00 2050.21 AutoZone AZO ... 19 2570.27 +40.59 ... 10.95 9.95 BanyanAcqnA BYN ... dd 10.52 –0.02 ... 189.69 131.35 BroadridgeFinl BR 1.7 35 184.25 –0.89 .80
180.63 108.12 AffiliatedMgrs AMG .0 5 132.40 –2.19 .01 18.22 13.66 AppleHospREIT APLE 6.2 22 15.43 –0.76 .08 198.66 153.07 Avalonbay AVB 3.7 20 177.64 –6.25 1.65 9.44 5.89 Barclays BCS 4.8 ... 7.66 –0.34.1398 18.54 14.85 Broadstone BNL 7.5 17 14.86 –1.20 .28
160.26 109.00 AgilentTechs A .8 29 111.41 –4.50 .225 162.67 96.43 AppliedIndlTechs AIT .9 18 154.89 –2.08 .35 46.34 33.12 Avangrid AGR 5.3 22 33.43 –1.22 .44 9.37 6.96 BaringsBDC BBDC11.4 11 8.80 –0.10 .26 5.18 2.27 BrookdaleSrLiving BKD ... dd 4.27 +0.17 ...
20.17 6.65 Agiliti AGTI ... cc 6.90 –0.89 ... 3.22 0.87 Barnes&NobleEduc BNED ... dd 1.11 +0.17 ... 36.50 26.76 BrookfieldAsset BAM 3.8 8 34.10 –1.95 .32
29.44 15.00 agilon health AGL ... dd 18.43 –0.32 ... 47.36 27.93 BarnesGroup B 1.9 28 34.21 –2.13 .16 26.30 16.81 BrookfieldBus BBUC 1.3 7 18.84 –1.19.0625
61.15 36.69 AgnicoEagleMines AEM 3.3 10 49.05 –0.03 .40 20.75 13.01 BarrickGold GOLD 2.8 dd 15.79 –0.85 .10 38.48 28.25 Brookfield BN .9 cc 32.83 –3.19 .07

Five-Day Dow Composite


75.71 56.86 AgreeRealty ADC 5.1 32 56.94 –2.53 .243 49.55 30.52 Bath&BodyWks BBWI 2.4 11 33.11 –3.17 .20 48.23 36.10 BrookfieldInfr BIPC 4.1 19 37.50 –0.33.3825
46.20 30.08 AirLease AL 2.0 9 39.38 –0.39 .20 11.27 10.00 BatteryFutureA BFAC ... 39 10.88 +0.07 ... 40.62 30.03 BrookfieldInfr BIP 5.0 55 30.71 –2.01.3825
328.56 224.75 AirProducts APD 2.4 29 286.64 –15.47 1.75 21.95 12.79 Bausch+Lomb BLCO ... dd 17.05 –0.54 ... 38.56 28.30 BrookfieldReinsur BNRE .0 ... 33.34 –3.11 .07
200.81 118.73 AlamoGroup ALG .5 16 171.03 –0.15 .22 10.23 5.57 BauschHealth BHC ... dd 8.22 –0.30 ... 36.79 25.39 BrookfieldRenew BEPC 4.9 15 27.36 –0.71.3375
74.57 52.82 Brown&Brown BRO .6 28 72.27 –0.36 .115
14.12 6.35 AlamosGold AGI .8 29 11.99 –0.43 .025 It’s No Good: The Dow dropped 1.9% last week, its largest decline since 58.23 37.35 BaxterIntl BAX 3.1 dd 37.70 –1.38 .29
74.42 61.47 Brown-Forman A BF.A 1.3 39 61.92 –3.22.2055
57.18 37.20 AlaskaAir ALK ... 30 37.50 –1.97 ... 6.02 2.89 BaytexEnergy BTE 1.7 3 4.03 –0.30.0166
115.39 76.97 AlbanyIntl AIN 1.2 33 85.74 +0.27 .25 August, amid concerns that the Fed would keep interest rates high for an 1.27 0.30 Beachbody BODY ... dd .32 –0.01 ... 74.76 60.47 Brown-Forman B BF.B 1.4 38 60.51 –3.22.2055
334.55 167.67 Albemarle ALB 1.0 5 168.21 –15.63 .40 11.25 9.98 BeardEnerA BRD ... 59 10.67 ... ... 93.15 64.55 Brunswick BC 2.0 10 78.55 +1.12 .40
29.19 19.14 Albertsons ACI 2.1 11 23.21 –0.33 .12
extended period of time. UnitedHealth Group rose 4%, and Intel fell 9.8%. 35.93 9.47 BeazerHomes BZH ... 4 25.05 –0.80 ... 50.35 30.18 Buckle BKE 4.3 7 32.27 –1.25 .35
57.61 27.76 Alcoa AA 1.4 dd 28.35 –0.50 .10 287.32 215.90 BectonDicknsn BDX 1.4 48 265.20 +1.46 .91 8.92 5.75 Buenaventura BVN 1.0 21 8.54 –0.05 .073
86.20 55.21 Alcon ALC ... cc 78.25 –3.68 ... Monday Tuesday Wednesday Thursday Friday 99.13 58.53 Belden BDC .2 14 94.07 –2.80 .05 30.49 12.61 Build-A-Bear BBW .0 8 28.35 +0.48 1.50
20.75 15.80 Alexander&Baldwin ALEX 5.2 dd 16.95 –0.42 .22 42.00 20.20 BellRing BRBR ... 36 41.03 +0.35 ... 156.85 52.70 BuildersFirst BLDR ... 9 121.84 –5.40 ...
247.35 155.60 Alexander's ALX 9.8 9 184.44 –12.724.50 34,780 30.00 20.58 BenchmarkElec BHE 2.7 13 24.23 –0.02 .165 116.59 80.41 Bunge BG 2.4 9 110.40 –2.01.6625
172.65 101.06 AlexandriaRlEst ARE 4.9 30 101.26 –12.47 1.24 3.50 0.33 BensonHill BHIL ... dd .36 –0.16 ... 17.70 6.09 BurfordCapital BUR 1.7 cc 14.39 –0.46.0625
121.30 58.01 Alibaba BABA ... 19 88.30 +1.23 ... 76.99 55.50 Berkley WRB .7 14 64.91 +0.79 .50 239.94 106.47 BurlingtonStrs BURL ... 34 136.78 –11.00 ...
10.19 7.01 Alight ALIT ... dd 7.37 –0.22 ... 566570 393012 BerkHathwy A BRK.A ... 9 546215 –13285 ... 5.30 1.13 ButterflyNtwk BFLY ... dd 1.20 –0.50 ...
(Previous Friday Close)
34,560 26.00 16.40 BylineBancorp BY 1.8 8 19.57 –0.86 .09
128.36 87.33 Allegion ALLE 1.7 18 103.82 –1.86 .45 373.34 259.85 BerkHathwy B BRK.B ... 9 360.16 –7.70 ...
6.15 1.55 Allego ALLG ... dd 2.47 –0.31 ... 31.63 18.07 BerkshireHills BHLB 3.7 9 19.67 –0.46 .18 C
67.45 47.77 Allete ALE 4.9 16 55.57 –0.99.6775 68.01 44.52 BerryGlobal BERY 1.6 12 61.47 –2.28 .25
42.00 29.05 AllianceBernstein AB 8.3 14 31.32 –1.62 .61 34,340 93.32 60.79 BestBuy BBY 5.3 12 69.25 –3.14 .92 359.33 245.32 CACI Intl CACI ... 19 310.22 –7.68 ...
61.53 32.63 AllisonTransm ALSN 1.6 9 59.12 –0.17 .23 20.91 4.78 BigLots BIG 24.3 dd 4.93 –0.42 .30 58.10 30.39 CAVA CAVA ... dd 30.89 –4.53 ...
142.15 100.57 Allstate ALL 3.1 dd 114.09 +5.31 .89 6.77 0.58 BigBear.ai BBAI ... dd 1.42 –0.24 ... 1.49 0.68 CBD Pao CBD ... dd .68 –0.18 ...
10.94 2.63 AllurionTech ALUR ... dd 4.95 –0.80 ... 1058.50 597.00 BiglariA BH.A ... 6 811.00 –8.00 ... 56.96 42.60 CBIZ CBZ ... 23 52.16 –1.58 ...
34,120
35.78 21.59 AllyFinancial ALLY 4.5 7 26.86 –2.24 .30 218.50 115.22 BiglariB BH ... 5 165.89 –0.89 ... 31.03 20.64 CBL&Assoc CBL 7.1 dd 21.06 –0.19 .375
6.40 5.00 AlmacenesExito EXTO ... 44 5.51 +0.08 ... 26.64 5.54 Biohaven BHVN ... dd 16.93 –2.17 ... 89.58 66.31 CBRE Group CBRE ... 28 75.17 –3.25 ...
251.00 116.86 AlphaMetal AMR .8 4 235.43 –11.00 .50 +6.06 -106.57 -76.85 -370.46 -106.58 509.62 344.63 Bio-RadLab A BIO ... dd 353.03 –23.20 ... 11.60 9.92 CCNeubergerIII A PRPC ... cc 10.91 –0.01 ...
20.79 15.03 AlpineIncmProp PINE 6.7 13 16.43 –0.61 .275 33,900 467.95 355.36 Bio-RadLab B BIO.B ... dd 373.78 –13.77 ... 112.44 60.08 CF Industries CF 1.9 7 84.21 +2.11 .40
20.60 10.64 AltaEquipment ALTG 1.8 83 12.35 –0.95 .057 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 11.50 0.69 BirdGlobal BRDS ... dd .90 +0.13 ... 11.85 9.99 C5AcqnA CXAC ... cc 10.85 +0.03 ...
10.77 9.70 AltC Acqn ALCC ... 59 10.35 +0.02 ... 74.32 53.26 BlackHills BKH 4.7 14 53.67 –1.74 .625 107.66 72.23 CGI A GIB ... 20 100.31 –3.60 ...
70.63 27.92 Alteryx AYX ... dd 36.64 +1.79 ... 11.79 9.93 BlackMountainA BMAC ... 96 10.67 +0.02 ... 10.95 3.34 CI&T CINT ... 26 6.41 +0.11 ...
38 BARRON’S September 25, 2023

D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST B A R R ON S .C OM / D ATA


–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.
65.72 52.41 CMS Energy CMS 3.5 23 56.37 –0.84.4875 36.88 17.87 Civeo CVEO 5.1 dd 19.77 –0.98 .25 173.06 120.20 Darden DRI 3.5 18 143.50 –6.56 1.31 100.62 72.41 EmersonElec EMR 2.1 5 97.10 –1.76 .52 7.43 1.31 FiscalNote NOTE ... dd 2.14 –0.02 ...
45.42 35.90 CNA Fin CNA 4.2 12 40.40 +1.26 .42 86.58 52.76 CivitasRscs CIVI 2.6 6 77.77 –5.47 1.24 82.69 51.77 DarlingIngred DAR ... 11 54.24 –2.99 ... 9.08 5.39 EmpireStateRealty ESRT 1.8 28 7.93 –0.66 .035 130.74 91.55 Fiserv FI ... 29 116.08 –4.97 ...
17.98 10.89 CNH Indl CNHI 3.2 7 12.29 –1.19.3823 11.99 6.41 Clarivate CLVT ... dd 7.22 –0.13 ... 116.97 65.28 DaVita DVA ... 20 98.71 +0.38 ... 46.73 32.58 EmployersHldgs EIG 2.7 9 41.11 +1.06 .28 8.85 4.26 Fisker FSR ... dd 5.63 –1.35 ...
26.35 17.48 CNO Financial CNO 2.5 13 23.87 +0.01 .15 18.15 10.08 ClarosMtg CMTG12.2 26 11.14 –0.74 .25 568.47 298.61 DeckersOutdoor DECK ... 25 510.57 –12.31 ... 17.37 5.51 EmpresaDisCom EDN ... dd 12.47 –0.64 ... 3.74 1.88 FivePoint FPH ... 13 2.94 –0.16 ...
22.97 14.36 CNX Resources CNX ... 2 21.35 –0.36 ... 178.33 106.71 CleanHarbors CLH ... 22 167.22 –0.92 ... 450.00 328.62 Deere DE 1.4 11 380.87 –31.24 1.35 42.12 32.90 Enbridge ENB 7.7 25 34.52 –0.57.6667 47.66 23.61 FiverrIntl FVRR ... dd 24.25 –3.79 ...
100.70 49.35 CONSOL Energy CEIX 3.5 4 94.02 –3.77 1.10 2.14 0.95 ClearChannelOutdr CCO ... dd 1.50 –0.01 ... 58.81 36.50 DelekLogistics DKL 9.6 12 42.97 +1.471.035 72.06 45.11 EncompassHealth EHC .9 23 70.37 +2.40 .15 10.66 9.81 FlameAcqnA FLME ... cc 10.41 +0.07 ...
28.69 21.59 COPTDefenseProp CDP 4.8 14 23.88 –0.93 .285 35.00 18.56 ClearSecure YOU 1.5 dd 18.71 –2.31 .07 35.45 19.39 DelekUS DK 3.2 dd 29.18 –0.58 .235 95.00 44.62 Endava DAVA ... 29 55.87 +3.69 ... 278.35 161.69 FleetCorTech FLT ... 22 269.98 –2.88 ...
60.72 31.22 CRH CRH 2.3 14 54.58 –0.191.0306 20.00 13.02 ClearwaterAnalytic CWAN ... dd 19.67 +0.35 ... 72.82 32.90 DellTechC DELL ... 27 70.05 +0.76 ... 26.26 18.58 Endeavor EDR 1.2 dd 20.43 –0.79 .06 38.24 28.12 FlexLNG FLNG10.0 11 30.05 +0.09 .75
11.45 5.27 CS Disco LAW ... dd 6.57 +0.19 ... 45.00 29.22 ClearwaterPaper CLW ... 9 35.78 +0.64 ... 49.81 27.20 DeltaAir DAL 1.1 8 37.67 –2.23 .10 4.55 2.47 EndeavourSilver EXK ... 40 2.49 –0.21 ... 116.03 63.51 Floor&Decor FND ... 33 89.50 –4.30 ...
21.33 15.70 CTO Realty CTO 9.5 dd 16.06 –0.77 .38 33.86 22.17 ClearwayEnergyA CWEN.A 5.7 32 22.38 –1.43.3891 21.59 13.61 Deluxe DLX 6.1 16 19.58 –0.27 .30 3.90 1.31 EnelChile ENIC 9.3 3 3.08 –0.22.3076 1.54 0.57 FlotekIndustries FTK ... dd .72 –0.05 ...
49.59 35.96 CTS CTS .4 22 40.84 –0.84 .04 36.57 23.56 ClearwayEnergyC CWEN 6.4 34 23.73 –1.63.3891 104.05 73.13 Denbury DEN ... 11 95.90 –1.37 ... 8.36 4.09 Enerflex EFXT 1.3 dd 5.80 –0.13.0184 30.16 22.47 FlowersFoods FLO 4.0 22 22.92 +0.02 .23
48.87 10.16 C3.ai AI ... dd 24.51 –2.85 ... 22.83 11.83 Cleveland-Cliffs CLF ... 33 14.46 +0.17 ... 16.69 6.14 DesignerBrands DBI 1.6 6 12.65 +0.60 .05 37.89 24.81 Energizer ENR 3.7 dd 32.77 –1.49 .30 41.02 23.89 Flowserve FLS 2.1 22 38.93 –0.23 .20
5.57 1.00 Curo CURO ... dd 1.11 –0.13 ... 7.77 4.94 ClipperRealty CLPR 7.1 dd 5.36 –0.17 .095 2.89 1.13 DesktopMetal DM ... dd 1.44 –0.07 ... 14.09 10.02 EnergyTransfer ET 9.0 11 13.82 +0.23 .31 38.87 23.37 Fluor FLR ... dd 36.87 +1.31 ...
42.21 22.60 CVR Energy CVI 5.9 6 33.78 –0.77 1.00 178.21 124.58 Clorox CLX 3.6 cc 132.66 –13.54 1.20 9.45 4.44 Despegar.com DESP ... dd 7.23 –0.31 ... 6.72 1.35 EnergyVault NRGV ... dd 2.53 –0.42 ... 119.62 59.55 FomentoEconMex FMX 1.3 11 109.36 +1.841.0138
133.67 72.21 CVR Partners UAN 33.4 4 80.35 –0.84 4.14 76.07 37.37 Cloudflare NET ... dd 57.76 –5.00 ... 13.57 7.25 DeutscheBank DB ... 4 10.72 –0.21 ... 28.97 16.09 EnerpacTool EPAC .2 43 26.21 –1.03 .04 47.22 14.84 FootLocker FL 9.0 12 17.76 –0.55 .40
104.83 64.62 CVS Health CVS 3.4 31 71.15 +0.28 .605 3.67 1.25 CN Finance CNF ... 10 3.28 +0.18 ... 78.82 44.03 DevonEnergy DVN 7.4 6 46.59 –3.09 .29 19.23 12.39 Enerplus ERF 1.2 4 16.86 –0.70.0607 15.42 10.90 FordMotor F 4.8 12 12.43 –0.18 .15
964.99 602.70 CableOne CABO 1.9 37 628.25 +7.09 2.95 64.99 54.02 Coca-Cola KO 3.2 24 57.60 –0.34 .46 191.93 155.44 Diageo DEO 2.6 20 155.58 –3.332.5088 113.34 56.72 EnerSys ENS 1.0 19 94.53 –2.15 .225 10.67 9.81 ForestRoadII A FRXB ... 32 10.36 +0.02 ...
83.74 60.50 Cabot CBT 2.4 13 67.00 –2.43 .40 91.23 55.84 Coca-Cola Femsa KOF 3.4 16 79.02 –0.681.6528 17.32 6.12 DiamondOffshore DO ... 8 14.55 –1.10 ... 13.54 6.62 Eneti NETI .4 dd 10.49 +0.23 .01 31.43 10.28 Forestar FOR ... 9 26.56 –0.65 ...
58.30 31.37 Cactus WHD 1.0 24 48.76 –2.45 .12 4.55 2.04 CoeurMining CDE ... dd 2.27 –0.11 ... 10.02 7.14 Diamondrock DRH 1.5 19 7.77 –0.48 .03 14.61 7.37 Enfusion ENFN ... cc 8.95 +0.22 ... 3.08 1.10 ForgeGlobal FRGE ... dd 1.97 –0.12 ...
29.41 16.95 CadenceBank CADE 4.5 10 20.84 –0.74 .235 78.87 52.34 Cohen&Steers CNS 3.7 21 61.23 –2.57 .57 4.85 3.16 DianaShipping DSX 18.0 4 3.47 –0.11 .15 22.56 15.01 EngageSmart ESMT ... cc 17.66 –0.06 ... 46.28 34.76 Fortis FTS 4.4 18 40.31 –1.42.4399
31.50 16.58 Cadre CDRE 1.2 33 26.00 +0.28 .08 60.46 26.29 Coherent COHR ... dd 31.27 –1.14 ... 152.61 98.01 Dick's DKS 3.6 10 110.67 –2.25 1.00 16.64 10.51 Enhabit EHAB ... dd 12.00 –0.51 ... 79.90 57.43 Fortive FTV .4 33 74.28 –1.71 .07
25.04 15.23 CAE CAE ... 35 23.70 –0.63 ... 82.09 67.84 ColgatePalm CL 2.7 40 72.45 –0.72 .48 25.38 16.50 DieboldNixdorf DBD ... dd 18.84 –0.18 ... 23.48 18.94 Ennis EBF 4.7 12 21.25 +0.25 .25 4.20 2.05 FortunaSilver FSM ... dd 2.85 –0.17 ...
29.98 16.85 Caleres CAL 1.0 7 27.02 –0.26 .07 77.34 28.40 Comerica CMA 6.9 4 41.22 –2.35 .71 31.35 1.97 DigitalMedia DMS ... dd 2.13 +0.01 ... 58.64 28.66 EnovaIntl ENVA ... 8 47.53 –2.38 ... 77.14 45.25 FortuneBrands FBIN 1.5 16 62.68 –1.32 .23
58.33 34.02 CaliforniaRscs CRC 2.0 5 55.24 –1.96.2825 192.33 95.28 ComfortSystems FIX .5 25 170.38 –17.30 .225 133.39 85.76 DigitalRealty DLR 4.0 96 123.24 –5.51 1.22 66.71 43.88 Enovis ENOV ... dd 51.65 –1.60 ... 33.84 19.10 ForumEnergyTech FET ... dd 24.50 –0.91 ...
66.12 47.87 CalWtrSvc CWT 2.2 42 48.28 –1.61 .26 58.09 35.22 CommercialMetals CMC 1.3 6 49.75 –1.93 .16 18.43 9.99 DigitalBridge DBRG .2 dd 16.41 –1.53 .01 10.60 9.67 EnphysAcqnA NFYS ... 31 10.50 +0.02 ... 29.30 22.67 FourCornersProp FCPT 5.8 21 23.32 –0.93 .34
77.44 39.61 Calix CALX ... 71 45.34 –1.11 ... 65.93 40.55 CommBkSys CBU 4.4 14 40.66 –2.98 .45 51.69 23.38 DigitalOcean DOCN ... dd 24.22 –0.10 ... 144.86 83.69 EnPro NPO 1.0 15 120.62 –5.53 .29 18.06 5.70 FourSeasonsEduc FEDU ... dd 8.10 –1.19 ...
50.19 28.91 CallonPetrol CPE ... 2 37.10 –1.48 ... 8.01 1.88 CommunityHlthSys CYH ... 1 2.78 –0.34 ... 417.86 254.49 Dillard's DDS .3 7 313.97 –4.42 .25 120.78 91.80 Entergy ETR 4.4 15 96.55 –1.85 1.07 161.25 109.70 Franco-Nevada FNV 1.0 41 140.68 –3.19 .34
127.60 97.74 CamdenProperty CPT 4.1 51 97.95 –4.92 1.00 43.88 30.16 CommunityHlthcr CHCT 5.9 96 30.39 –2.22.4525 82.43 51.40 DineBrands DIN 3.9 10 51.91 –1.95 .51 27.77 22.90 EnterpriseProd EPD 7.3 11 27.39 +0.38 .50 14.92 10.34 FrankBSPRealty FBRT10.3 23 13.76 –0.44 .355
41.65 21.02 Cameco CCJ .2 cc 39.98 –0.32.0941 12.70 8.00 SABESP SBS 2.2 14 12.37 +0.04.2527 6.90 1.60 Dingdong DDL ... dd 1.76 –0.05 ... 7.33 3.50 Entravision EVC 5.6 40 3.54 –0.21 .05 54.70 34.36 FranklinCovey FC ... 36 41.77 –0.73 ...
57.78 40.76 CampbellSoup CPB 3.5 15 42.61 –0.43 .37 4.40 2.80 EngGr-Cmg C CIG.C 4.9 9 4.00 –0.26.0346 11.50 10.09 DirectSellingA DSAQ ... dd 10.83 +0.10 ... 69.22 41.72 Envestnet ENV ... dd 47.91 –2.81 ... 34.37 20.24 FranklinRscs BEN 4.8 16 25.02 –1.23 .30
32.88 18.69 CampingWorld CWH 2.5 23 19.94 –1.30 .125 2.70 1.82 EngGr-Cmg CIG 7.5 6 2.57 –0.04.0407 122.50 87.04 DiscoverFinSvcs DFS 3.2 6 87.19 –2.55 .70 10.01 3.73 Enviri NVRI ... dd 7.50 –0.12 ... 46.73 26.03 FreeportMcM FCX 1.6 26 37.15 –3.22 .075
24.73 14.18 CanadaGoose GOOS ... 40 14.45 –1.34 ... 9.30 5.71 COPEL ELP 4.3 24 9.00 –0.24.1588 118.18 79.75 Disney DIS ... 66 81.25 –4.33 ... 43.29 27.25 Envista NVST ... 23 27.83 –1.04 ... 27.72 12.79 FreseniusMed FMS 1.9 21 22.34 –0.06.6181
48.85 38.88 CIBC CM 6.3 11 40.08 –0.91 .643 3.70 2.20 CiaSiderurgica SID 21.7 dd 2.41 –0.14.0998 91.02 61.55 DolbyLab DLB 1.3 36 81.24 –0.53 .27 67.84 6.17 Enviva EVA .0 dd 6.60 –0.27 .905 32.49 23.09 FreshDelMonte FDP 2.7 9 25.77 +0.32 .20
129.89 103.79 CanNtlRlwy CNI 2.2 19 110.13 –6.27.5835 17.74 9.31 CerveceriasUnid CCU 2.2 18 13.02 –0.35.0302 14.01 7.20 Dole DOLE 2.8 9 11.58 –0.40 .08 2.74 1.00 EnzoBiochem ENZ ... dd 1.37 +0.07 ... 19.29 10.10 Frontline FRO 19.0 6 18.00 +1.66 .80
66.18 44.45 CanadianNatRscs CNQ 4.4 12 61.65 –2.63.6776 22.91 16.32 CompassDiversif CODI 5.4 dd 18.69 –1.06 .25 261.59 107.72 DollarGeneral DG 2.2 11 108.14 –7.54 .59 240.35 145.98 Equifax EFX .8 44 185.56 –11.30 .39 4.73 0.96 fuboTV FUBO ... dd 2.31 –0.43 ...
85.40 65.17 CdnPacKC CP .8 22 76.47 –3.41.1417 5.16 1.84 Compass COMP ... dd 3.07 –0.15 ... 23.60 3.86 Doma DOMA ... dd 4.05 –1.05 ... 38.83 25.23 Equinor EQNR 2.5 4 32.12 –0.60 .60 10.18 4.58 FullTruck YMM ... 32 6.92 –0.13 ...
2.69 1.01 Cango CANG .0 dd 1.14 +0.04 .98 47.68 26.64 CompassMinerals CMP 2.2 cc 27.45 –1.49 .15 77.84 45.77 DominionEner D 5.6 18 47.75 –0.72.6675 33.24 21.89 Equitable EQH 3.1 29 28.05 –1.11 .22 81.41 59.31 FullerHB FUL 1.2 24 66.61 –2.25 .205
25.74 17.35 Cannae CNNE ... dd 18.71 –0.90 ... 21.17 9.07 ComstockRscs CRK 4.8 3 10.35 –1.27 .125 409.95 285.84 Domino's DPZ 1.3 29 381.35 –7.13 1.21 10.48 4.60 EquitransMdstm ETRN 6.3 dd 9.54 –0.06 .15 10.75 9.52 FusionAcqnIIA FSNB ... 42 10.49 +0.04 ...
9.75 0.22 CanoHealth CANO ... dd .23 –0.11 ... 41.30 28.35 ConagraBrands CAG 4.9 20 28.86 –0.08 .35 66.96 48.17 Donaldson DCI 1.7 21 59.92 –1.74 .25 38.04 20.50 EquityBcshs EQBK 1.9 7 23.48 –0.78 .12 10.31 5.77 FutureFuel FF 3.3 8 7.20 –0.09 .06
123.09 83.93 CapitalOne COF 2.4 8 98.27 –6.19 .60 10.90 9.69 ConcordAcqnIIA CNDA ... 38 10.28 +0.05 ... 52.97 33.17 DonnelleyFin DFIN ... 19 52.73 +1.02 ... 27.39 18.37 EquityCommnwlth EQC .0 32 18.50 –0.40 4.25
G
69.25 34.17 Capri CPRI ... 15 52.36 +0.17 ... 10.80 9.96 ConcordAcqnIII A CNDB ... 44 10.77 +0.16 ... 92.61 41.37 DoorDash DASH ... dd 76.18 –4.75 ... 74.40 56.91 EquityLife ELS 2.7 43 66.33 –0.81.4475
95.45 64.99 CardinalHealth CAH 2.2 90 88.96 +1.21.5006 1.99 1.03 ConcordMed CCM ... dd 1.28 –0.06 ... 30.09 12.91 DorianLPG LPG .0 6 29.38 +2.10 1.00 70.11 54.60 EquityResdntl EQR 4.4 27 60.13 –3.03.6625 133.01 84.96 GATX GATX 2.0 18 109.23 –4.29 .55
21.37 16.22 CareTrustREIT CTRE 5.6 59 20.14 –0.14 .28 138.47 71.09 Conmed CNMD .8 36 101.15 –6.53 .20 42.51 20.38 DoubleVerify DV ... 89 27.64 –1.28 ... 1.95 1.32 EquusTotReturn EQS ... 7 1.51 ... ... 12.44 6.94 GEO Group GEO ... 8 7.58 +0.01 ...
301.71 203.66 Carlisle CSL 1.3 18 254.29 –14.99 .85 138.49 91.53 ConocoPhillips COP 1.7 11 119.16 –4.41 .60 41.40 25.49 DouglasDynamics PLOW 3.9 20 30.06 –0.65 .295 16.36 9.59 ErmenegildoZegna ZGN .8 38 13.72 –0.38 .109 39.06 23.10 GFLEnvironmental GFL .2 dd 32.91 –0.89 .013
87.50 52.10 CarMax KMX ... 26 76.66 –6.58 ... 100.92 78.10 ConEd ED 3.6 13 90.83 –0.66 .81 5.02 2.02 DouglasElliman DOUG .0 dd 2.29 +0.02.0476 24.38 9.28 EroCopper ERO ... 21 17.64 –1.18 ... 76.14 38.31 GMS GMS ... 8 62.49 –0.45 ...
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19.55 6.11 Carnival CCL ... dd 14.05 –1.14 ... 11.01 9.90 ConstellationI A CSTA ... 70 10.88 +0.13 ... 19.46 10.09 DouglasEmmett DEI 6.0 39 12.62 –0.88 .19 53.66 34.27 EssentGroup ESNT 2.1 8 48.39 –0.93 .25 5.59 2.00 GOL Linhas GOL ... dd 2.70 –0.05 ...
17.67 5.43 Carnival CUK ... dd 12.69 –1.03 ... 273.65 208.12 ConstBrands A STZ 1.4 dd 256.03 –4.31 .89 160.66 114.49 Dover DOV 1.4 20 141.35 –3.10 .51 26.43 18.88 EssentialProp EPRT 5.0 20 22.53 –0.87 .28 39.74 28.47 GSK GSK 3.7 4 37.43 ....3613
71.19 31.02 CarpenterTech CRS 1.2 61 69.01 +1.99 .20 19.46 9.82 Constellium CSTM ... 12 17.44 –0.09 ... 60.88 42.91 Dow DOW 5.6 21 50.25 –3.59 .70 49.89 35.44 EssentialUtil WTRG 3.4 21 36.26 –1.44.3071 67.57 32.10 GXO Logistics GXO ... 35 57.85 –2.38 ...
35.99 22.71 CarriageSvcs CSV 1.5 15 30.13 –1.44.1125 5.80 2.02 ContainerStore TCS ... dd 2.02 –0.31 ... 40.12 19.79 Doximity DOCS ... 36 19.89 –1.33 ... 252.42 195.03 EssexProp ESS 4.3 26 215.64 –9.58 2.31 237.64 167.93 Gallagher AJG .9 45 233.08 +2.94 .55
60.04 33.10 CarrierGlobal CARR 1.4 21 52.87 –1.59 .185 15.05 6.86 Volaris VLRS ... cc 8.01 –0.97 ... 73.17 49.80 DrReddy'sLab RDY .6 19 66.50 –3.35.4877 283.62 145.46 EsteeLauder EL 1.8 53 147.62 –8.08 .66 34.99 15.41 GameStop GME ... dd 17.18 –1.04 ...
22.84 10.91 Cars.com CARS ... 10 16.94 –0.37 ... 14.50 11.00 Cool CLCO12.0 ... 13.62 +0.04 .41 31.60 8.17 DreamFinders DFH ... 9 22.32 –1.71 ... 36.20 21.10 EthanAllen ETD 4.9 7 29.22 –1.74 .50 3.60 1.25 Gannett GCI ... dd 2.44 –0.22 ...
86.76 60.66 Carter's CRI 4.4 13 68.38 –0.88 .75 399.62 244.22 Cooper COO .0 59 328.87 –13.49 .03 35.95 19.10 Dril-Quip DRQ ... 46 27.69 –1.22 ... 21.00 12.94 Euronav EURN18.6 6 17.21 +1.53 .80 5.49 0.64 GaotuTechedu GOTU ... 27 2.59 –0.01 ...
57.19 3.55 Carvana CVNA ... dd 41.99 –10.21 ... 22.74 5.69 Cooper-Standard CPS ... dd 14.53 –0.75 ... 17.92 11.22 DuckhornPtf NAPA ... 24 12.02 +0.18 ... 12.50 5.10 EveHolding EVEX ... dd 8.36 –0.46 ... 15.49 7.22 Gap GPS 6.0 34 9.94 –1.26 .15
81.72 31.45 Catalent CTLT ... dd 45.34 –3.82 ... 121.20 65.01 Copa CPA 3.7 ... 88.31 –5.39 .82 58.28 38.89 Ducommun DCO ... 22 42.95 –2.09 ... 11.91 5.30 Eventbrite EB ... dd 9.79 +0.21 ... 108.56 76.37 Garmin GRMN 2.8 20 105.31 –0.81 .73
293.88 160.60 Caterpillar CAT 1.9 17 273.06 –6.09 1.30 33.32 18.75 Core&Main CNM ... 13 28.43 +0.21 ... 106.43 83.76 DukeEnergy DUK 4.4 52 93.33 –1.851.025 146.99 78.67 EvercoreA EVR 2.2 16 136.57 –8.26 .76 377.88 272.58 Gartner IT ... 31 356.26 +6.12 ...
12.11 7.22 Cato CATO 8.5 dd 7.97 +0.54 .17 27.95 13.19 CoreLabs CLB .2 29 24.12 –0.71 .01 15.45 9.50 Dun&Bradstreet DNB 2.0 dd 10.12 –0.18 .05 11.32 10.02 EverestConsolA MNTN ... dd 10.80 –0.01 ... 14.93 9.40 GatesIndustrial GTES ... 14 11.56 –0.11 ...
12.40 0.51 Cazoo CZOO ... dd .58 –0.41 ... 23.50 14.01 CorebridgeFin CRBG 4.7 6 19.43 +0.67 .23 78.74 49.52 DuPont DD 2.0 8 72.84 –1.72 .36 395.00 244.58 Everest EG 1.8 13 391.80 +12.59 1.75 7.49 2.20 GatosSilver GATO ... dd 5.66 –0.33 ...
47.95 35.55 CedarFairRec FUN 3.0 9 39.95 +0.70 .30 35.48 19.71 CoreCard CCRD ... 32 20.74 –0.47 ... 41.44 23.40 DutchBros BROS ... cc 23.69 –1.74 ... 19.85 12.58 Everi EVRI ... 12 13.88 –1.05 ... 19.84 11.92 GencoShipping GNK 4.5 7 13.48 –0.23 .15
13.50 7.84 CoreCivic CXW ... 10 10.79 +0.45 ... 122.13 77.33 DycomInds DY ... 14 91.73 –5.20 ... 87.71 60.37 EversourceEner ES 4.3 19 62.58 –1.63 .675
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131.05 86.71 Celanese CE 2.3 11 123.90 –4.34 .70 193.24 86.29 Generac GNRC ... 44 106.75 –4.92 ...
24.46 8.21 Celestica CLS ... 16 22.55 –0.24 ... 3.48 0.72 CorEnergyInfr CORR24.4 dd .82 –0.01 .05 3.30 2.08 DynagasLNG DLNG ... 2 2.66 –0.04 ... 42.03 30.17 Evertec EVTC .5 11 37.49 –0.23 .05 256.86 202.35 GeneralDynamics GD 2.4 18 218.34 –5.71 1.32
6.14 4.40 CementosPacasm CPAC 9.6 10 5.16 +0.07.5276 37.10 28.98 Corning GLW 3.6 43 31.22 –0.01 .28 55.87 31.54 Dynatrace DT ... 95 46.66 +0.24 ... 37.98 21.83 EvolentHealth EVH ... dd 26.52 +0.32 ... 117.96 48.29 GeneralElec GE .3 14 111.25 –4.24 .08
8.46 3.20 Cemex CX ... 17 6.68 –0.14 ... 38.70 31.50 Vesta VTMX .4 10 35.33 –0.76.1703 15.00 10.39 DynexCapital DX 12.6 dd 12.37 –0.86 .13 31.13 17.35 ExcelerateEner EE .6 16 17.58 –0.47 .025 90.89 64.50 GeneralMills GIS 3.6 16 64.82 –1.03 .59
194.79 135.14 Cencora COR 1.0 23 185.95 +7.66 .485 14.89 6.24 CorpAmAirports CAAP ... 10 14.06 +0.15 ... 42.80 8.15 Express EXPR ... 0 8.76 –0.98 ... 43.63 31.11 GeneralMotors GM 1.1 5 32.58 –1.37 .09
E
22.18 14.44 CenovusEnergy CVE 1.6 13 19.75 –0.95.1053 68.43 48.68 Corteva CTVA 1.2 40 51.42 –1.13 .16 24.99 11.40 Expro XPRO ... dd 23.28 –1.55 ... 11.20 9.81 GenAsia I A GAQ ... 31 10.72 +0.05 ...
87.84 60.83 Centene CNC ... 14 68.68 +0.87 ... 17.51 10.13 Cosan CSAN ... dd 14.54 –0.75 ... 10.55 9.75 EG Acqn A EGGF ... dd 10.55 +0.03 ... 180.76 122.26 ExtraSpaceSt EXR 2.0 20 124.06 –4.00 .61 53.25 17.31 Genesco GCO ... 61 28.81 –1.53 ...
33.50 25.03 CenterPointEner CNP 2.7 25 28.30 –0.78 .19 11.85 7.71 Costamare CMRE 4.9 2 9.32 –0.25 .115 139.85 36.77 elfBeauty ELF ... 59 105.16 –20.61 ... 119.92 83.89 ExxonMobil XOM 3.2 9 114.94 –1.76 .91 12.15 8.05 GenesisEnergy GEL 6.0 cc 10.04 –0.58 .15
7.71 3.77 CenterraGold CGAU 4.0 dd 5.29 –0.56.0519 31.76 22.25 CoterraEnergy CTRA 3.1 7 26.05 –1.87 .20 227.50 112.85 EMCOR EME .3 21 210.03 –2.83 .18 16.86 8.16 GenieEnergy GNE 2.0 6 15.03 –0.28 .075
F
71.97 51.26 Centerspace CSR 4.8 36 60.34 –2.07 .73 13.46 6.19 Coty COTY ... 21 11.87 –0.04 ... 33.00 20.38 ENI E 4.2 6 32.34 –0.36.3107 8.45 3.12 GeniusSports GENI ... dd 5.35 –0.34 ...
10.39 5.67 CentraisElBras EBR .6 48 7.08 –0.25.0443 21.31 12.67 Coupang CPNG ... 72 17.14 –1.20 ... 150.88 98.52 EOG Rscs EOG 2.7 8 122.62 –9.56 .825 11.12 9.80 FastAcqnII A FZT ... dd 10.50 –0.15 ... 48.85 35.31 Genpact G 1.5 17 36.63 –0.35.1375
24.55 13.22 CentralPacFin CPF 6.3 7 16.52 –0.19 .26 19.00 9.81 Coursera COUR ... dd 18.11 –0.11 ... 389.59 197.99 EPAM Systems EPAM ... 29 261.00 –2.66 ... 35.00 9.03 F&GAnnuities FG 2.8 13 28.86 +0.75 .20 187.73 145.30 GenuineParts GPC 2.6 17 146.35 –2.48 .95
7.63 3.95 CentralPuerto CEPU 2.1 13 6.04 –0.22.1649 28.66 18.06 CousinsProperties CUZ 6.2 21 20.73 –2.02 .32 47.71 33.92 EPR Prop EPR 7.9 22 41.89 –0.71 .275 44.11 24.34 FB Financial FBK 2.2 9 27.73 –1.57 .15 6.40 3.44 GenworthFin GNW ... 6 5.92 +0.13 ...
82.70 40.27 CenturyComm CCS 1.4 7 67.00 –2.63 .23 95.21 67.28 Crane CR .8 ... 85.96 –0.92 .18 45.91 28.11 EQT EQT 1.6 4 38.45 –3.08 .15 10.20 5.31 Figs FIGS ... 74 5.58 –0.09 ... 16.38 8.83 GeoPark GPRK 5.3 3 10.00 –0.03 .132
79.66 51.52 CeridianHCM CDAY ... dd 65.16 –7.98 ... 63.36 29.58 CraneNXT CXT 1.0 16 56.35 –0.86 .14 74.15 32.12 ESAB ESAB .3 20 69.15 +0.85 .06 134.38 68.17 FMC FMC 3.4 14 68.39 –7.26 .58 6.34 4.09 Gerdau GGB .5 5 4.89 –0.35.0878
16.60 4.92 ChargePoint CHPT ... dd 5.02 –0.60 ... 11.19 5.13 CrawfordA CRD.A 2.8 dd 9.96 –0.02 .07 109.57 73.33 ESCO Tech ESE .3 30 104.72 –0.88 .08 14.71 10.09 FNB FNB 4.5 7 10.57 –0.71 .12 10.17 0.23 Getaround GETR ... ... .35 +0.02 ...
262.00 181.22 CharlesRiverLabs CRL ... 21 199.62 –8.26 ... 10.10 5.05 Crawford B CRD.B 3.1 dd 8.96 –0.36 .07 5.04 0.75 ESSTech GWH ... dd 1.39 –0.13 ... 16.94 5.00 FreyrBattery FREY ... dd 5.11 –0.60 ... 8.38 3.42 GettyImages GETY ... dd 5.97 –0.53 ...
242.59 101.44 ChartIndustries GTLS ... dd 166.74 –4.75 ... 160.15 118.33 Credicorp BAP ... 8 131.71 –4.68 ... 7.21 3.92 E2open ETWO ... dd 4.82 –0.16 ... 20.80 16.70 FS KKR Cap FSK 14.1 20 19.83 –0.18 .05 36.49 25.49 GettyRealty GTY 6.0 21 28.73 –0.94 .43
14.38 8.96 ChathamLodging CLDT 3.0 73 9.39 –0.57 .07 16.39 9.17 CrescentEnergy CRGY 5.0 3 11.61 –0.84 .12 67.09 39.15 EagleBulkShip EGLE 5.8 5 39.92 –1.72 .58 205.63 140.09 FTI Consulting FCN ... 27 178.19 –6.49 ... 34.33 26.30 Gildan GIL 2.7 10 27.25 –1.12 .186
3.58 1.41 CheetahMobile CMCM ... dd 1.97 –0.06 ... 8.62 5.51 CrescentPoint CPG 3.7 15 7.93 –0.54.0758 195.96 101.98 EagleMaterials EXP .6 12 162.50 –11.45 .25 163.88 90.19 Fabrinet FN ... 23 156.08 +4.84 ... 3.52 1.12 GinkgoBioworks DNA ... dd 1.77 –0.16 ...
30.05 8.55 Chegg CHGG ... 6 8.94 –0.88 ... 31.46 22.11 CrestwoodEquity CEQP 9.2 30 28.57 +0.03 .655 21.98 10.65 EarthstoneEner ESTE ... 4 19.03 –0.69 ... 474.13 377.89 FactSet FDS .9 36 435.82 +8.15 .98 59.70 26.77 GlacierBancorp GBCI 4.7 11 28.08 –0.71 .33
574.66 430.16 Chemed CHE .3 34 511.93 –0.33 .40 30.40 13.51 CrossTimbers CRT 10.5 9 19.83 –2.30.0907 17.43 11.97 EasterlyGovtProp DEA 8.8 43 11.99 –1.01 .265 916.41 389.84 FairIsaac FICO ... 54 889.51 –1.89 ... 4.87 1.83 Glatfelter GLT ... dd 2.20 –0.42 ...
39.05 23.58 Chemours CC 3.3 dd 30.12 –1.73 .25 155.88 91.62 CrownCastle CCI 6.8 23 91.98 –6.431.565 188.85 137.47 EastGroup EGP 3.0 45 168.89 –9.93 1.27 10.88 1.82 Farfetch FTCH ... dd 1.82 –0.49 ... 80.28 40.45 Glaukos GKOS ... dd 75.28 +0.16 ...
7.24 3.70 CherryHillMtg CHMI14.8 dd 4.05 –0.04 .15 96.35 66.00 CrownHoldings CCK 1.1 22 87.50 –2.84 .24 92.21 69.91 EastmanChem EMN 4.2 13 75.77 –3.23 .79 14.37 9.44 FarmlandPtrs FPI 2.3 45 10.42 –0.26 .06 7.60 3.49 GlobalBlue GB ... dd 5.76 –0.16 ...
132.91 105.01 ChesapeakeUtil CPK 2.2 22 107.13 –4.00 .59 10.67 9.87 CrownPropA CPTK ... 27 10.48 –0.01 ... 6.34 2.78 EastmanKodak KODK ... 7 4.16 –0.03 ... 24.31 7.15 Fastly FSLY ... dd 18.50 –2.04 ... 8.05 4.26 GlblBusTravel GBTG ... dd 5.47 –0.32 ...
189.68 140.46 Chevron CVX 3.6 11 166.28 –0.22 1.51 48.93 36.82 CubeSmart CUBE 5.1 22 38.74 –2.36 .49 240.44 129.85 Eaton ETN 1.6 31 212.66 –4.98 .86 2.86 0.28 FathomDigital FATH ... dd .30 –0.09 ... 37.00 20.52 GlobalIndemnity GBLI 2.9 13 34.50 –0.30 .25
52.88 17.90 Chewy CHWY ... cc 18.14 –2.01 ... 160.60 89.76 Cullen/Frost CFR 4.1 8 90.03 –5.99 .92 191.41 131.04 Ecolab ECL 1.2 42 171.98 –5.98 .53 148.81 87.24 FedAgriMtg A AGM.A 3.4 9 129.36 –7.44 1.10 34.60 20.52 GlobalIndl GIC 2.5 18 32.16 +0.60 .20
7.31 4.33 Chico'sFas CHS ... 4 4.41 –0.18 ... 5.94 3.95 Culp CULP ... dd 5.84 +0.01 ... 13.08 8.59 Ecopetrol EC 16.3 5 12.57 +0.03.1479 180.16 97.76 FedAgriMtg C AGM 2.8 11 157.76 –7.90 1.10 11.79 7.01 GlobalMedREIT GMRE 9.3 28 9.00 –0.61 .21
7.81 4.48 ChimeraInvt CIM 12.4 dd 5.82 –0.26 .18 265.28 200.40 Cummins CMI 2.9 13 230.78 –4.59 1.68 12.35 8.20 Ecovyst ECVT ... 19 9.91 –0.61 ... 115.08 85.27 FederalRealty FRT 4.7 20 92.90 –5.92 1.09 15.28 8.84 GlobalNetLease GNL 16.2 dd 9.88 –1.34 .40
7.09 1.61 ChinaGreenAg CGA ... dd 2.15 +0.39 ... 209.77 136.21 Curtiss-Wright CW .4 24 197.79 –2.79 .20 46.13 36.17 EdgewellPersonal EPC 1.6 17 38.07 –0.78 .15 65.33 37.13 FederalSignal FSS .7 27 58.95 –0.70 .10 39.24 24.25 GlobalPtrs GLP 8.2 5 32.76 +0.58 .675
12.50 6.73 ChinaYuchai CYD 2.7 10 10.50 –0.29 .28 15.63 7.16 Cushman&Wkfd CWK ... dd 7.55 –0.72 ... 74.92 54.45 EdisonIntl EIX 4.3 28 68.07 –3.49.7375 45.55 30.30 FederatedHermes FHI 3.2 12 34.83 –0.02 .28 129.70 92.27 GlobalPayments GPN .8 40 119.16 –5.18 .25
2175.01 1344.05 Chipotle CMG ... 47 1875.58 –36.92 ... 7.64 5.53 CustomTruck CTOS ... 29 6.21 –0.32 ... 94.87 67.13 EdwardsLife EW ... 31 69.66 –3.54 ... 270.95 141.92 FedEx FDX 1.9 17 261.09 +7.01 1.26 21.83 15.17 GlobalShipLease GSL 8.3 2 18.13 +0.33 .375
136.02 104.15 ChoiceHotels CHH .9 22 121.24 –4.19.2875 45.00 6.87 CustomersBancorp CUBI ... 6 32.22 –2.07 ... 14.69 7.88 ElancoAnimal ELAN ... dd 11.25 –0.74 ... 164.00 99.16 Ferguson FERG 2.0 17 150.56 –2.94 .75 210.00 135.41 Globant GLOB ... 58 199.66 –0.97 ...
231.37 173.78 Chubb CB 1.6 15 213.08 +0.88 .86 D 80.28 46.18 Elastic ESTC ... dd 79.56 +1.27 ... 329.88 176.82 Ferrari RACE .7 46 288.25 –12.711.9963 123.85 97.83 GlobeLife GL .8 13 110.22 +0.32 .225
41.58 32.90 ChunghwaTel CHT 3.1 23 36.46 +0.041.4779 12.11 5.06 EldoradoGold EGO ... dd 9.60 –0.42 ... 15.30 12.60 FidelisInsurance FIHL ... ... 14.60 +0.07 ... 80.04 48.86 GlobusMedical GMED ... 25 50.77 +0.76 ...
100.52 70.16 Church&Dwight CHD 1.2 53 94.69 –0.53.2725 6.56 2.93 DHI Group DHX ... dd 2.98 –0.16 ... 11.85 1.41 ElectriqPower ELIQ ... cc 2.08 –0.47 ... 45.51 31.84 FidNatlFinl FNF 4.3 22 41.52 –1.30 .45 85.32 64.65 GoDaddy GDDY ... 35 73.23 –2.55 ...
11.00 9.89 ChurchillCapV A CCV ... 77 10.37 +0.01 ... 12.13 6.96 DHT DHT 10.0 10 10.00 +1.00 .35 21.90 15.31 ElementSolns ESI 1.7 35 19.05 –0.48 .08 85.18 48.57 FidNatlInfo FIS 3.7 dd 56.12 –0.78 .52 17.78 7.03 GoldFields GFI 3.8 16 12.08 –0.22.2425
11.15 9.82 ChurchillVI A CCVI ... 46 10.42 +0.01 ... 13.85 4.66 DRDGOLD DRD 5.8 11 8.92 –0.34.3463 549.52 412.00 ElevanceHealth ELV 1.3 17 447.10 +5.18 1.48 2.25 1.19 FinanceofAm FOA ... dd 1.22 –0.29 ... 16.52 12.75 GoldmanSachsBDC GSBD12.0 18 14.98 ... .45
10.80 9.79 ChurchillVII A CVII ... 41 10.47 +0.02 ... 126.07 100.07 DTE Energy DTE 3.6 17 106.21 –0.57.9525 14.62 10.81 EllingtonFin EFC 14.0 29 12.89 –0.55 .15 6.05 3.55 FinVolution FINV 3.8 4 5.11 +0.10 .215 389.58 287.75 GoldmanSachs GS 3.4 14 327.89 –14.65 2.75
54.25 38.33 Ciena CIEN ... 32 47.14 –1.67 ... 61.12 45.11 DT Midstream DTM 5.2 14 53.30 +0.37 .69 8.15 5.70 EllingtonResiMtg EARN15.0 67 6.42 –0.08 .08 64.66 43.54 FirstAmerFin FAF 3.6 25 58.32 –1.82 .53 33.74 22.67 Gorman-Rupp GRC 2.2 38 31.41 –0.26 .175
340.11 240.50 Cigna CI 1.7 13 289.44 +6.22 1.23 8.30 0.40 D-WaveQuantum QBTS ... dd .91 –0.13 ... 20.24 14.00 ElmeComms ELME 5.1 dd 14.00 –0.88 .18 16.23 10.18 FirstBanCorp FBP 4.2 8 13.19 –0.45 .14 87.94 58.18 Graco GGG 1.3 25 73.34 –1.91 .235
18.85 8.28 Cinemark CNK ... dd 17.64 +0.87 ... 30.27 18.61 DXC Tech DXC ... dd 20.30 –0.39 ... 13.50 8.28 EmbotellAndinaA AKO.A 6.7 13 11.63 –0.20.2062 16.53 11.33 FirstCmwlthFin FCF 4.2 8 11.94 –0.62 .125 12.88 8.86 GrafAcqnIV GFOR ... dd 9.56 –0.59 ...
56.48 13.32 CircorIntl CIR ... 41 55.74 –0.04 ... 19.75 11.17 Dana DAN 2.7 dd 14.98 –0.27 .10 17.66 9.69 EmbotellAndinaB AKO.B 6.5 14 13.35 –0.55.2269 19.46 3.69 FirstFoundation FFWM 1.2 dd 6.70 –1.28 .02 6.74 3.32 GrafTechIntl EAF 1.1 7 3.62 –0.32 .01
53.23 40.01 Citigroup C 5.2 6 40.92 –1.79 .53 283.63 221.22 Danaher DHR .4 29 248.37 –6.88 .27 17.14 8.52 Embraer ERJ ... dd 14.19 –0.47 ... 24.92 8.99 FirstHorizon FHN 5.4 6 11.11 –0.34 .15 17.95 7.45 Graham GHM ... 71 15.37 –0.14 ...
44.82 23.37 CitizensFin CFG 6.3 6 26.56 –1.40 .42 71.65 51.10 Danaos DAC 4.5 3 66.28 +2.23 .75 5.00 3.01 EmeraldHldg EEX ... 28 3.75 –0.45 ... 55.51 42.91 FirstIndRlty FR 2.6 21 49.05 –2.32 .32 681.70 525.58 GrahamHoldings GHC 1.1 13 585.86 +0.05 1.65
4.00 1.64 Citizens CIA ... 16 2.99 –0.01 ... 4.59 1.57 DanimerScientific DNMR ... dd 1.82 –0.14 ... 5.87 2.85 Emeren SOL ... 4 2.89 –0.18 ... 9.81 5.10 FirstMajestic AG .4 dd 5.11 –0.69.0051 811.60 483.19 Grainger GWW 1.1 20 681.48 –11.64 1.86
10.80 4.03 CityOfficeREIT CIO 9.2 dd 4.34 –0.53 .10 58.44 29.60 DaqoNewEnergy DQ ... 2 30.22 –2.27 ... 21.88 3.20 EmergentBiosol EBS ... dd 3.26 –0.71 ... 43.31 34.69 FirstEnergy FE 4.3 45 36.05 –0.86 .39 44.15 25.35 GraniteConstr GVA 1.4 40 37.25 –1.86 .13
September 25, 2023 BARRON’S 39

D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST B A R R ON S .C OM / D ATA


–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.
–0.20 .20
NYSE Cumulative Daily Breadth vs DJIA
8.40 3.97 GranitePointMtg GPMT15.4 dd 5.19 43.44 27.71 Lazard LAZ 6.4 dd 31.44 –2.06 .50 89.69 54.46 Maximus MMS 1.5 27 76.40 –3.25 .28
14.00 4.82 GraniteRidge GRNT 7.0 3 5.89 +0.14 .11 157.91 114.67 Lear LEA 2.3 15 132.69 –5.59 .77 16.66 5.95 MayvilleEngg MEC ... 17 10.98 –0.15 ...
27.56 19.46 GraphicPkg GPK 1.8 10 22.58 –0.92 .10 11.54 9.85 LearnCWInvtA LCW ... 39 10.65 +0.05 ... 94.97 68.01 McCormickVtg MKC.V 2.0 30 78.82 –0.18 .39
29.99 10.32 GravitasEduc GEHI ... ... 17.30 +3.30 ... 38.55 24.57 Leggett&Platt LEG 7.4 15 24.74 –1.47 .46 94.39 70.60 McCormick MKC 2.0 30 76.55 –3.24 .39
16.58 6.50 GrayTelevision GTN 4.5 3 7.10 –0.48 .08 Going Backwards: NYSE Composite breadth fell for the second time 110.91 76.58 Leidos LDOS 1.6 18 91.13 –2.91 .36 299.35 230.58 McDonald's MCD 2.2 25 272.22 –6.01 1.52
14.62 7.23 GrayTelevision A GTN.A 4.0 3 7.91 +0.17 .08 9.84 1.03 Leju LEJU ... dd 1.80 –0.05 ... 10.00 2.87 McEwenMining MUX ... dd 6.93 –0.12 ...
9.24 5.15 GreatAjax AJX 12.3 dd 6.49 –0.27 .20 in three weeks as the S&P 500 suffered its worst week since March. 25.11 10.29 Lemonade LMND ... dd 12.03 –0.84 ... 444.80 331.75 McKesson MCK .6 16 438.66 +18.53 .62
59.30 19.52 GreenBrickPtrs GRBK ... 7 41.58 –1.40 ... 12.38 6.11 LendingClub LC ... 7 6.13 –0.67 ... 17.01 5.08 MediaAlpha MAX ... dd 8.12 +0.15 ...
21.37 13.05 GreenDot GDOT ... 15 13.49 –1.28 ...
Losing stocks outpaced winners by 7 to 2. 133.24 69.90 Lennar A LEN 1.3 8 113.50 –1.26 .375 14.00 5.20 MedicalProp MPW11.2 46 5.34 –1.02 .15
48.21 23.80 Greenbrier GBX 2.9 24 40.81 +1.61 .30 Breadth DJIA 121.08 56.96 Lennar B LEN.B 1.5 8 102.82 +0.79 .375 131.42 77.46 Medifast MED 8.5 6 77.52 –3.68 1.65
12.49 4.80 GreenfireResources GFR ... 71 7.56 –2.89 ... 393.02 202.97 LennoxIntl LII 1.2 24 374.50 –1.93 1.10 92.02 75.77 Medtronic MDT 3.4 30 80.27 –1.50 .69
14.97 5.65 Greenhill GHL 2.7 27 14.79 +0.02 .10 598,000 35,600 11.06 9.94 LeoHldgsII A LHC ... 84 10.89 +0.01 ... 119.65 85.29 Merck MRK 2.7 88 106.34 –1.18 .73
6.78 2.32 GreenTree GHG ... dd 4.48 +0.26 ... 19.36 12.80 LeviStrauss LEVI 3.7 12 12.84 –0.93 .12 39.47 26.15 MercuryGeneral MCY 4.5 dd 28.29 –0.70.3175
84.87 58.77 Greif B GEF.B 4.6 7 67.64 –1.07 .78 591,800 34,200 6.58 3.78 Li-Cycle LICY ... dd 3.78 –0.57 ... 22.69 12.49 MeridianLink MLNK ... dd 17.26 +0.16 ...
76.00 57.38 Greif A GEF 3.1 10 66.17 –0.98 .52 18.62 11.18 LibertyEnergy LBRT 1.1 5 18.02 –0.16 .05 152.55 65.41 MeritageHomes MTH .9 5 122.72 –6.20 .27
19.19 15.00 GreystoneHousing GHI 9.0 7 16.45 –0.21 .37 22.41 8.75 LifeTime LTH ... 37 15.11 +0.09 ... 29.50 12.39 MesaRoyalty MTR 13.5 6 14.43 –2.30.0429
43.90 25.97 Griffon GFF 1.3 dd 39.76 +0.94 .125 585,600 32,800 19.92 8.32 LifezoneMetals LZM ... cc 16.50 +4.70 ... 29.00 16.56 MesabiTrust MSB ... 39 19.96 –0.87 ...
71.51 4.49 Grindr GRND ... dd 5.70 –0.64 ... Breadth 587,886 1.88 0.73 LightInTheBox LITB ... dd 1.31 –0.05 ... 1.70 0.70 MetaData AIU ... ... 1.01 ... ...
277.47 136.16 Group1Auto GPI .7 6 258.07 –4.90 .45 579,400 31,400 20.28 12.45 Lightspeed LSPD ... dd 14.08 –1.29 ... 13.10 8.49 MetalsAcqn MTAL ... dd 11.59 –0.41 ...
22.40 0.91 GroveCollab GROV ... dd 2.76 –0.44 ... 601.84 304.88 EliLilly LLY .8 78 550.54 –25.12 1.13 51.38 21.38 MethodeElec MEI 2.6 14 21.49 –1.01 .14
200.85 126.01 GpoAeroportuar PAC 4.0 18 176.46 –7.372.1661 54.59 18.50 LincolnNational LNC 7.3 dd 24.65 –1.38 .45 77.36 48.95 MetLife MET 3.2 25 64.42 –1.23 .52
314.48 191.43 GpoAeroportSur ASR 2.0 15 255.83 –2.725.6528
573,200 30,000 393.67 262.47 Linde LIN 1.4 33 372.95 –15.041.275 71.99 13.98 MetropolitanBk MCB ... 7 33.72 –2.81 ...
2.90 1.96 GpoAvalAcc AVAL 6.7 15 2.51 +0.02.0184 183.08 110.43 Lindsay LNN 1.2 18 114.72 +0.53 .35 1615.97 1065.55 Mettler-Toledo MTD ... 28 1100.03 –68.67 ...
3.57 1.54 GpoSupervielle SUPV ... 11 2.39 –0.19 ... 567,000 28,600 3.73 1.68 LionElectric LEV ... dd 1.95 –0.08 ... 176.36 130.12 MidAmApt MAA 4.3 25 130.21 –7.79 1.40
6.57 3.23 GrupoTelevisa TV 2.4 dd 3.23 –0.09.0985 O N D J F M A M J J A S 12.09 5.46 LionsGate A LGF.A ... dd 8.47 –0.39 ... 41.50 21.00 MillerIndustries MLR 1.8 12 39.23 –0.20 .18
37.58 22.12 GuarantyBcshrs GNTY 3.2 9 28.59 –0.11 .23 11.33 5.19 LionsGate B LGF.B ... dd 7.78 –0.51 ... 73.57 49.38 MineralsTechs MTX .4 18 54.42 –1.38 .05
In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
24.84 14.27 Guess GES 5.6 10 21.54 –0.85 .30 329.00 180.00 LithiaMotors LAD .7 7 293.43 –0.59 .50 9.53 5.59 MirionTech MIR ... dd 7.81 +0.08 ...
added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we
95.88 52.08 Guidewire GWRE ... dd 87.42 –4.12 ... plot. Dec. 31, 1985 =1000. 29.48 16.07 LithiumAmericas LAC ... dd 17.84 –3.20 ... 11.14 5.58 MisterCarWash MCW ... 20 5.59 –0.49 ...
13.41 8.30 GuildHldgs GHLD .0 11 11.03 +0.25 .50 101.74 64.25 LiveNationEnt LYV ... 75 79.75 –4.07 ... 8.31 3.38 MistrasGroup MG ... 64 5.43 –0.20 ...
125.28 60.15 GulfportEnergy GPOR ... 2 111.54 –4.36 ... 38.37 17.31 LiveOakBcshs LOB .4 21 29.47 –3.41 .03 9.04 4.31 MitsubishiUFJ MUFG 2.0 9 8.90 +0.22.1105
10.90 9.66 LiveOakCrestA LOCC ... 59 10.40 +0.03 ... 9.17 5.59 MiX Telematics MIXT 3.1 23 5.60 –0.55.0601
H –52-Week– Tick Div –52-Week– Tick Div
10.45 9.52 LiveOakCrestview LOCC.UT ... ... 10.41 +0.02 ... 3.70 2.10 MizuhoFin MFG 2.5 10 3.65 +0.08.0541
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
304.86 178.32 HCA Healthcare HCA 1.0 12 252.27 –4.01 .60 35.81 17.31 Livent LTHM ... 10 17.70 –2.48 ... 33.91 0.87 Moatable MTBL .0 dd 1.06 –0.0631.5585
59.64 20.99 HysterYaleMatls HY 3.0 22 43.90 –0.36 .325 125.88 81.59 JohnBeanTech JBT .4 26 103.81 –5.20 .10
70.00 27.65 HCI Group HCI 3.2 dd 50.51 –1.90 .40 32.97 15.37 LiveRamp RAMP ... dd 29.64 +0.35 ... 43.18 25.09 ModelN MODN ... dd 25.52 –0.25 ...
181.04 150.11 J&J JNJ 3.0 33 160.50 –0.95 1.19
71.76 55.22 HDFC Bank HDB 1.0 18 58.87 –6.15.6968 I 12.50 4.20 LiveWire LVWR ... dd 7.77 –2.23 ... 49.60 12.85 ModineMfg MOD ... 13 44.03 –0.98 ...
70.43 48.82 JohnsonControls JCI 2.7 18 55.15 –1.98 .37
66.19 37.12 HF Sinclair DINO 3.1 5 57.58 –1.68 .45 2.63 1.70 LloydsBanking LYG 5.7 ... 2.17 +0.06.046 18.00 9.61 ModivIndl MDV 7.7 dd 14.89 +1.09.0958
24.80 19.34 ICICI Bank IBN .5 18 22.83 –1.06.1736 188.61 123.00 JonesLang JLL ... 23 143.27 –10.97 ...
11.30 9.91 HH&L Acqn HHLA ... 47 10.60 ... ... 3.02 1.25 loanDepot LDI ... dd 1.80 –0.08 ... 52.50 33.12 Moelis MC 5.4 84 44.61 –3.81 .60
9.20 4.96 ICL Group ICL 2.8 5 5.59 –0.06.1132 6.35 2.39 JumiaTech JMIA ... dd 2.40 –0.40 ...
34.53 24.61 HNI HNI 3.8 21 33.87 +1.38 .32 42.64 2.38 LocalBounti LOCL ... dd 2.40 –0.41 ... 130.63 86.00 MohawkInds MHK ... dd 86.84 –6.78 ...
112.96 92.40 IDACORP IDA 3.3 18 96.91 –1.65 .79 11.77 9.93 JuniperII A JUN ... 32 10.60 –0.11 ...
33.90 24.08 HP HPQ 3.9 12 26.77 –0.57.2625 508.10 381.55 LockheedMartin LMT 2.9 15 413.65 –10.403.00 374.00 256.19 MolinaHealthcare MOH ... 21 334.59 +6.99 ...
35.18 22.27 IDT IDT ... 12 22.34 –0.52 ... 34.53 25.18 JuniperNetworks JNPR 3.2 22 27.93 –0.50 .22
42.47 24.77 HSBC HSBC 6.5 7 39.54 +0.27 .50 65.39 49.36 Loews L .4 12 64.50 +0.25.0625 97.70 55.16 MolsonCoorsA TAP.A 2.5 cc 66.90 –0.10 .41
10.13 4.51 IHS Holding IHS ... dd 5.14 +0.24 ... K 7.95 5.78 LomaNegra LOMA20.7 dd 5.94 –0.02.4648 70.90 46.69 MolsonCoorsB TAP 2.6 cc 63.40 –0.19 .41
6.50 1.64 HUYA HUYA ... dd 2.73 +0.26 ...
15.00 8.14 ING Groep ING 5.9 ... 12.99 –0.87.3809 79.56 48.20 LouisianaPacific LPX 1.7 41 55.65 –2.98 .24 37.50 7.50 MoneyLion ML ... dd 22.39 +2.35 ...
95.26 71.63 Haemonetics HAE ... 34 90.05 –0.06 ...
3.53 0.64 INNOVATE VATE ... dd 1.56 –0.17 ... 48.28 30.14 KB Financial KB 4.3 5 42.21 –0.38 .354 237.21 176.50 Lowe's LOW 2.1 21 210.49 –9.53 1.10 55.00 28.64 MontroseEnvl MEG ... dd 30.00 –2.86 ...
10.42 7.72 Hagerty HGTY ... dd 8.22 +0.04 ...
20.56 13.20 Invesco IVZ 5.5 10 14.49 –1.08 .20 55.37 25.31 KB Home KBH 1.7 6 46.20 –1.59 .20 3.32 1.01 LufaxHolding LU 6.8 8 1.14 +0.03 .039 363.19 230.16 Moody's MCO .9 42 324.22 –16.97 .77
9.05 5.81 Haleon HLN 1.3 28 8.15 –0.12.046
241.86 165.75 IQVIA IQV ... 34 198.75 –12.96 ... 65.87 41.96 KBR KBR .9 dd 59.22 –0.99 .135 8.25 1.35 LumenTech LUMN ... dd 1.51 –0.03 ... 119.67 70.25 Moog A MOG.A 1.0 22 108.37 –2.94 .27
43.42 23.30 Halliburton HAL 1.6 15 40.63 –1.48 .16
8.58 3.49 IRSA IRS ... dd 6.13 –0.54 ... 21.08 9.09 KE Holdings BEKE .0 27 16.35 +0.80 .171 +0.08 .07
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

14.93 9.21 HamiltonBeach HBB 3.5 21 12.75 ... .11 2.47 1.53 LumentFinance LFT 12.0 17 2.33 100.99 74.67 MorganStanley MS 4.1 15 83.29 –5.12 .85
103.96 64.51 ITT ITT 1.2 19 95.50 –3.89 .29 64.77 41.77 KKR KKR 1.1 dd 62.16 –2.24 .165 17.83 11.27 Luxfer LXFR 4.2 22 12.45 –0.16 .13 57.46 31.44 Mosaic MOS 2.2 6 35.80 –2.59 .20
8.80 3.85 Hanesbrands HBI .0 dd 4.19 –0.44 .15
3.34 0.92 IamGold IAG ... dd 2.26 –0.30 ... 18.35 9.94 KKR RealEstFin KREF13.9 dd 12.33 –0.51 .43 102.05 71.46 LyondellBasell LYB 5.3 15 94.86 –5.18 1.25 299.43 212.76 MotorolaSol MSI 1.3 32 277.74 –5.47 .88
39.67 19.46 HannonArmstrong HASI 6.7 43 23.71 –1.21 .395
10.84 10.08 IconicSportsA ICNC ... 36 10.83 +0.02 ... 3.25 0.12 KoreGroup KORE ... dd .61 –0.09 ... 37.28 23.94 Movado MOV 5.4 9 26.03 –0.79 .35
148.78 103.83 HanoverIns THG 2.9 dd 112.44 +1.38 .81 M
246.23 195.27 IDEX IEX 1.2 27 207.13 –7.11 .64 14.93 11.04 KT KT 5.0 7 12.32 –0.03.7482 91.93 57.10 MuellerIndustries MLI 1.6 6 72.94 –0.96 .30
51.77 30.85 HarleyDavidson HOG 2.0 6 32.60 –0.76 .165
4.26 1.34 iHuman IH ... 7 3.08 –0.02 ... 229.90 154.19 Kadant KAI .5 23 220.84 –0.04 .29 16.62 9.90 MuellerWater MWA 2.0 26 12.47 –0.47 .061
5.43 1.94 HarmonyGold HMY .8 10 4.29 –0.02.0404 192.56 109.36 M&T Bank MTB 4.2 7 124.27 –5.03 1.30
264.19 180.27 IllinoisToolWks ITW 2.4 23 233.51 –4.80 1.40 7.22 1.57 Kaleyra KLR ... dd 7.22 +0.42 ... 3.07 0.61 MultiPlan MPLN ... dd 1.68 –0.02 ...
79.44 60.17 HartfordFinl HIG 2.3 12 72.98 –0.01 .425 14.00 7.33 MBIA MBI ... dd 7.57 –0.52 ...
21.82 12.13 Imax IMAX ... cc 19.06 +0.32 ... 34.80 18.88 Kaman KAMN 4.1 dd 19.73 –1.12 .20 51.29 31.90 MurphyOil MUR 2.5 7 43.75 –1.51 .275
38.85 24.79 HavertyFurn HVT 4.2 7 28.89 –2.00 .30 51.94 27.04 MDC Holdings MDC 5.3 8 41.23 –2.12 .55
5.25 2.49 IndependenceContr ICD ... dd 2.90 –0.21 ... 77.17 58.82 Kellogg K 4.0 24 60.21 +0.25 .60 343.50 231.65 MurphyUSA MUSA .5 14 342.00 +8.15 .39
43.71 9.06 HawaiianElec HE 11.4 6 12.59 –0.53 .36 22.55 18.37 MDU Rscs MDU 2.5 9 20.22 +0.08.2225
19.68 14.55 IndepRealty IRT 4.4 48 14.68 –1.14 .16 68.15 40.65 Kemper KMPR 2.8 dd 43.89 –2.17 .31 26.49 16.08 MyersIndustries MYE 3.0 13 18.11 +0.37 .135
10.25 10.16 HaymakerAcqnCorp.4 HYAC ... ... 10.17 ... ... 12.38 7.15 MFA Financial MFA 13.7 dd 10.20 –0.70 .35
10.83 9.95 InfiniteAcqnA NFNT ... 43 10.72 ... ... 30.60 20.21 Kennametal KMT 3.3 17 24.41 –0.94 .20
15.22 7.97 Hayward HAYW ... 40 13.67 –0.35 ... 18.25 12.13 MGIC Investment MTG 2.7 6 16.91 –0.37 .115 N
11.04 10.12 InFinTAcqnA IFIN ... cc 11.02 –0.01 ... 18.90 13.97 Kennedy-Wilson KW 6.3 56 15.13 –1.41 .24
22.49 15.39 HealthcareRealty HR 8.0 dd 15.56 –1.11 .31 51.35 29.20 MGM Resorts MGM .0 36 36.54 –4.54.0025
22.12 13.29 Informatica INFA ... dd 20.53 –0.68 ... 41.06 22.85 KenonHoldings KEN 11.4 dd 24.44 +0.98 2.79
28.43 18.82 HealthpeakProp PEAK 6.4 19 18.83 –1.56 .30 101.62 35.37 M/I Homes MHO ... 5 87.09 –1.97 ... 61.51 29.37 NACCO Inds NC 2.5 8 34.16 +1.38.2175
20.57 14.71 Infosys INFY 1.3 25 17.78 +0.03.2133 10.67 9.94 KensingtonCapV A KCGI ... 33 10.54 ... ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

7.00 3.41 HeclaMining HL .4 dd 3.98 –0.24.0025 29.92 4.45 MinisoGroup MNSO 1.5 32 25.78 –2.37 .412 15.44 8.90 N-able NABL ... cc 13.35 –0.03 ...
70.65 42.20 IngersollRand IR .1 38 64.50 –1.40 .02 27.80 20.38 Kenvue KVUE ... 23 20.55 –0.67 ...
182.18 138.82 Heico HEI .1 56 159.67 –4.89 .10 3.44 1.41 MOGU MOGU ... dd 2.01 –0.08 ... 30.99 18.06 NCR NCR ... 59 27.02 +0.18 ...
90.81 46.52 Ingevity NGVT ... 10 46.86 –3.83 ... 20.30 8.54 KeyCorp KEY 7.7 7 10.61 –1.11 .205
144.25 109.45 Heico A HEI.A .2 44 127.41 –4.04 .10 35.85 28.56 MPLX MPLX 8.8 9 35.03 +0.07 .775 17.62 9.35 NetPower NPWR ... dd 15.51 –1.00 ...
113.46 78.81 Ingredion INGR 3.1 12 99.56 +0.70 .78 189.45 125.89 KeysightTech KEYS ... 21 130.98 –1.88 ...
84.70 3.41 Heliogen HLGN ... dd 3.70 –0.29 ... 36.67 19.18 MP Materials MP ... 22 19.87 –2.70 ... 4.62 1.00 NGL Energy NGL ... dd 3.79 –0.06 ...
125.38 63.36 InnovativeIndProp IIPR 8.8 14 81.51 –5.60 1.80 45.03 25.99 KilroyRealty KRC 6.6 16 32.53 –3.30 .54
72.61 48.03 HeliosTech HLIO .7 25 53.42 –2.73 .09 13.90 7.03 MRC Global MRC ... 11 10.02 –0.14 ... 18.40 7.00 NIO NIO ... dd 8.53 –1.90 ...
3.74 0.75 Innovid CTV ... dd 1.27 +0.04 ... 147.87 108.74 KimberlyClark KMB 3.8 26 123.97 –1.04 1.18
11.48 3.57 HelixEnergy HLX ... dd 11.22 +0.49 ... 185.57 108.75 MSA Safety MSA 1.1 cc 164.07 –8.31 .47 8.95 4.51 NL Industries NL 5.8 dd 4.84 +0.06 .07
131.09 93.88 Insperity NSP 2.4 20 95.21 –2.95 .57 23.27 17.34 KimcoRealty KIM 5.2 29 17.69 –1.19 .23
54.45 30.41 Helm&Payne HP 2.3 11 42.82 –2.64 .25 572.50 385.00 MSCI MSCI 1.1 45 513.16 –16.92 1.38 48.21 36.04 NNN REIT NNN 6.3 18 36.09 –2.08 .565
330.00 159.62 InspireMedical INSP ... dd 185.00 –25.91 ... 19.36 16.00 KinderMorgan KMI 6.8 15 16.60 –0.47.2825
22.73 11.14 Herbalife HLF ... 6 14.49 –0.10 ... 103.95 71.33 MSC Industrial MSM 3.3 15 95.09 –1.23 .79 24.83 14.05 NOV NOV 1.0 19 20.37 –0.56 .05
158.18 74.69 InstalledBldg IBP 1.1 15 123.33 –4.22 .33 37.87 26.32 Kinetik KNTK 8.8 23 34.25 –0.29 .75
162.47 93.97 HercHoldings HRI 2.1 10 120.01 –5.93.6325 10.56 9.44 M3-Brigade II A MBAC ... 50 10.40 +0.01 ... 14.86 8.83 NOW DNOW ... 9 11.46 –0.07 ...
35.80 24.00 InsteelInds IIIN .4 12 31.46 –1.60 .03 10.60 5.77 KingswayFin KFS ... 3 8.02 –0.28 ...
18.05 10.94 HerculesCapital HTGC 9.7 7 16.43 –0.07 .08 16.41 8.38 MV Oil MVO13.3 6 13.32 +0.08 .325 45.80 30.25 NRG Energy NRG 3.9 dd 38.63 –0.47.3775
31.47 20.33 Instructure INST ... dd 25.32 +0.87 ... 5.57 3.18 KinrossGold KGC 2.4 32 4.98 –0.20 .03
6.09 1.12 HeritageInsurance HRTG ... dd 5.02 –0.21 ... 12.99 3.02 Mytheresa MYTE ... dd 3.86 –0.10 ... 6525.00 3816.56 NVR NVR ... 13 5962.59 –114.00 ...
96.17 50.05 IntegerHoldings ITGR ... 38 78.98 –2.34 ... 428.68 240.35 KinsaleCapital KNSL .1 43 426.14 +16.31 .14
10.31 5.64 HershaHospitality HT 2.0 3 9.87 +0.03 .05 14.51 7.40 Macerich MAC 6.0 dd 11.32 –0.91 .17 11.59 10.02 NaborsEnerA NETC ... cc 10.84 +0.01 ...
11.81 10.04 IntegratedRailA IRRX ... dd 10.87 +0.02 ... 87.52 57.64 Kirby KEX ... 29 83.36 –1.63 ...
276.88 206.69 Hershey HSY 2.3 24 207.94 –4.421.192 25.12 10.66 Macy's M 6.1 4 10.87 –0.27.1654 190.90 83.05 NaborsIndustries NBR ... dd 122.92 –13.48 ...
11.68 10.09 IntegratedWellA WEL ... 94 10.98 +0.07 ... 24.26 16.42 KiteRealty KRG 4.5 cc 21.47 –1.56 .24
165.43 100.34 Hess HES 1.2 29 150.12 –10.23.4375 40.81 28.09 MSG Ent MSGE ... ... 32.84 +0.09 ... 50.00 26.48 NatlBankHoldings NBHC 3.6 10 29.25 –1.43 .26
118.79 88.60 ICE ICE 1.5 37 110.17 –5.55 .42 39.47 30.26 Klaviyo KVYO ... ... 33.39 +3.39 ...
32.43 24.33 HessMidstream HESM 8.1 15 29.65 –0.63.6011 215.79 136.61 MSG Sports MSGS .0 95 180.64 +2.49 7.00 68.22 48.89 NationalFuelGas NFG 3.8 9 52.16 –2.05 .495
79.41 47.06 InterContinentl IHG 1.9 21 74.94 –3.59 .483 53.26 33.67 KnifeRiver KNF ... ... 48.10 –2.06 ...
18.14 11.90 HewlettPackard HPE 2.8 21 17.02 –0.05 .12 69.90 45.52 MagellanMid MMP 6.1 14 69.00 +0.77.2474 74.48 47.22 NationalGrid NGG 5.3 5 63.36 –0.872.3458
29.50 19.65 IntercorpFinSvcs IFS 5.0 7 23.62 –0.40 1.18 64.35 45.63 Knight-Swift KNX 1.1 16 50.50 –2.93 .14
79.08 50.00 Hexcel HXL .8 37 65.36 –2.94 .125 68.92 45.58 MagnaIntl MGA 3.5 16 53.33 –3.90 .46 60.54 47.54 NatlHealthInv NHI 7.0 20 51.32 +0.41 .90
153.21 115.55 IBM IBM 4.5 68 146.91 +0.92 1.66 11.52 10.00 KnightSwanA KNSW ... 80 10.47 –0.04 ...
31.88 19.45 HighwoodsProp HIW 9.5 15 21.00 –1.87 .50 11.68 7.55 Magnachip MX ... dd 7.79 –0.04 ... 82.59 63.85 NatlPrestoInds NPK 1.4 20 72.26 –3.003.00
118.34 62.11 IntlFlavors IFF 4.8 dd 67.84 –1.21 .81 15.89 4.28 KnotOffshore KNOP 1.5 dd 6.80 +0.52 .026
53.76 36.16 Hillenbrand HI 2.1 18 42.34 –1.74 .22 27.57 18.17 MagnoliaOil MGY 2.0 6 22.25 –0.79 .115 44.79 30.91 NatlStorage NSA 6.8 32 32.93 –1.91 .56
33.99 15.01 IntlGameTech IGT 2.6 23 30.93 –1.64 .20 20.25 11.57 Knowles KN ... dd 14.59 +0.34 ...
34.87 24.18 Hilltop HTH 2.3 18 28.03 –1.14 .16 10.82 9.88 MagnumOpusA OPA ... 17 10.64 +0.02 ... 7.68 3.61 Natura&Co NTCO ... dd 6.37 +0.23 ...
41.89 29.01 IntlPaper IP 5.4 8 34.07 –0.17.4625 19.79 15.05 KodiakGasSvcs KGS ... ... 17.64 –0.18 ...
51.81 32.12 HiltonGrandVac HGV ... 12 39.78 –2.28 ... 43.15 31.66 MainStreetCap MAIN 7.0 9 40.45 –0.56 .235 12.67 9.41 NaturalGasSvcs NGS ... cc 12.49 +1.13 ...
53.25 32.13 IntlSeaways INSW 1.1 3 42.57 +1.60 1.30 35.77 17.89 Kohl's KSS 9.7 dd 20.58 –2.22 .50
157.14 116.39 Hilton HLT .4 31 147.59 –6.82 .15 27.34 12.16 ManchesterUnited MANU ... dd 18.58 –0.51 ... 13.80 8.00 NaturalGrocers NGVC 3.1 15 12.77 –0.24 .10
40.95 25.14 Interpublic IPG 4.3 12 28.85 –1.89 .31 23.30 11.25 Philips PHG .0 dd 20.59 –0.83.9387
6.61 4.65 HimalayaShipping HSHP ... ... 4.82 –0.08 ... 20.20 7.53 Manitowoc MTW ... dd 14.64 –0.27 ... 78.93 37.61 NaturalResPtrs NRP 3.9 6 77.72 +3.07 .75
46.88 17.23 IntrepidPotash IPI ... 12 24.23 –0.63 ... 53.83 31.46 KontoorBrands KTB 4.5 12 42.87 –1.84 .48
12.34 4.01 Hims&HersHealth HIMS ... dd 6.01 –0.30 ... 92.43 64.00 Manpower MAN 4.0 12 73.36 –1.66 1.47 8.71 4.40 Natuzzi NTZ ... dd 7.16 +0.11 ...
26.45 20.76 InvenTrust IVT 3.5 cc 24.48 –0.03.2155 41.91 20.11 Koppers KOP .6 10 40.45 +1.69 .06
22.13 8.72 Hippo HIPO ... dd 8.79 –0.62 ... 20.40 14.92 ManulifeFinl MFC 4.7 9 18.94 –0.44.2694 7.80 4.71 NatWest NWG ... 6 5.93 –0.01 ...
15.56 9.48 InvescoMtg IVR 15.7 dd 10.18 –0.77 .40 8.85 5.76 KoreaElecPwr KEP ... dd 6.55 –0.15 ...
16.97 6.88 HireRight HRT ... 7 9.20 –0.41 ... 33.42 20.57 MarathonOil MRO 1.5 8 26.16 –0.72 .10 2.17 0.70 Nautilus NLS ... dd .73 –0.08 ...
3.78 0.67 Invitae NVTA ... dd .67 –0.14 ... 59.91 44.69 KornFerry KFY 1.5 14 46.99 –0.09 .18
8.06 1.88 Holley HLLY ... 18 5.02 –0.57 ... 159.50 89.40 MarathonPetrol MPC 2.0 6 153.46 –0.35 .75 15.21 10.40 Navigator NVGS 1.4 19 14.66 +0.66 .05
36.53 28.52 InvitatHomes INVH 3.2 63 32.68 –2.61 .26 8.55 4.64 KosmosEnergy KOS ... 16 7.13 –0.05 ...
23.62 15.51 HollyEnergy HEP 6.3 13 22.23 –0.36 .35 39.45 27.49 Marcus&Millichap MMI 1.7 84 29.89 –1.68 .25 2.97 1.47 NaviosMaritime NM ... dd 1.91 –0.02 ...
21.60 3.04 IonQ IONQ ... dd 13.28 –3.80 ... 50.41 41.82 Kroger KR 2.5 20 45.66 –0.66 .29
26.20 19.77 HomeBancShares HOMB 3.4 10 20.95 –1.10 .18 18.05 13.62 Marcus MCS 1.8 dd 15.20 +0.31 .07 101.60 78.41 Nelnet NNI 1.2 18 89.92 –2.43 .26
347.25 265.61 HomeDepot HD 2.7 19 305.73 –15.67 2.09 64.48 43.33 IronMountain IRM 4.2 48 61.89 –0.96 .65 12.01 7.76 KronosWorldwide KRO 9.6 dd 7.89 –0.29 .19 14.45 0.41 MariaDB MRDB ... dd .47 +0.04 ... 5.37 1.80 NerdyA NRDY ... dd 3.23 –0.65 ...
36.82 21.44 HondaMotor HMC 2.0 9 35.23 –0.11.4421 6.15 4.21 ItauUnibanco ITUB ... 9 5.45 –0.18 ... 1.40 0.33 KukeMusic KUKE ... ... .69 –0.07 ... 17.81 7.75 MarineProducts MPX 4.0 10 13.89 +0.73 .14 20.64 16.13 Netstreit NTST 5.0 cc 16.31 –0.80 .205
40.13 27.81 HoraceMann HMN 4.4 dd 29.73 +0.33 .33 17.32 7.93 Kyndryl KD ... dd 15.56 –0.46 ... 42.88 25.60 MarineMax HZO ... 5 31.51 –0.59 ... 50.54 17.88 Nevro NVRO ... dd 19.28 –1.02 ...
J
49.73 36.78 HormelFoods HRL 2.8 24 38.91 +0.67 .275 L 1560.00 1064.09 Markel MKL ... 11 1526.13 +4.71 ... 55.84 38.07 NewJerseyRscs NJR 4.0 15 42.45 –1.09 .39
132.30 66.01 DR Horton DHI .9 8 109.30 –3.07 .25 21.10 13.37 JBG SMITH Prop JBGS 6.5 dd 13.93 –1.25 .225 2.30 0.71 Markforged MKFG ... dd 1.34 +0.14 ... 60.19 17.01 NewOrientalEduc EDU ... 53 55.27 –2.01 ...
110.94 74.18 HoulihanLokey HLI 2.0 29 107.58 –1.84 .55 18.52 8.38 JELD-WEN JELD ... 22 13.51 –0.14 ... 137.07 89.28 LCI Inds LCII 3.6 35 117.67 –1.98 1.05 165.85 98.29 MarriottVacations VAC 2.9 11 98.57 –4.09 .72 86.00 50.24 NewRelic NEWR ... dd 85.41 +0.02 ...
127.99 33.20 Hovnanian HOV ... 5 101.65 –11.63 ... 30.36 15.45 J.Jill JILL ... 13 26.43 –0.23 ... 6.69 4.08 LG Display LPL .0 dd 5.02 –0.08 .231 199.20 148.11 Marsh&McLen MMC 1.5 30 195.51 –0.68 .71 14.22 5.81 NY CmntyBcp NYCB 6.1 3 11.13 –0.56 .17
89.58 50.90 HowardHughes HHH ... 31 74.30 –2.56 ... 159.38 101.28 JPMorganChase JPM 2.7 9 145.73 –3.08 1.05 8.77 2.75 LL Flooring LL ... dd 2.96 –0.05 ... 463.41 298.32 MartinMarietta MLM .7 27 406.38 –18.75 .74 45.30 27.59 NYTimes A NYT 1.1 39 41.36 –1.09 .11
51.34 30.60 HowmetAerospace HWM .3 36 45.80 –0.88 .04 117.29 55.26 Jabil JBL .3 15 107.60 +1.54 .08 18.47 8.15 LSB Inds LXU ... 7 10.01 –0.65 ... 63.86 42.33 Masco MAS 2.1 15 53.09 –1.58 .285 475.94 288.06 NewMarket NEU 2.0 13 458.06 +6.32 2.25
340.06 209.97 Hubbell HUBB 1.5 26 305.84 –10.01 1.12 49.60 26.70 JacksonFinl JXN 6.4 9 38.69 –1.64 .62 40.52 30.87 LTC Properties LTC 7.3 18 31.42 –0.45 .19 109.58 65.71 MasoniteIntl DOOR ... 12 93.09 –1.95 ... 55.41 37.45 Newmont NEM 3.9 dd 40.74 +0.41 .40
581.40 245.03 HubSpot HUBS ... dd 482.39 –29.35 ... 137.61 106.78 JacobsSolns J .8 23 132.22 ... .26 255.10 167.14 L3HarrisTech LHX 2.6 41 173.57 +0.85 1.14 123.33 62.36 MasTec MTZ ... dd 76.60 –7.79 ... 6.71 2.38 NewparkResources NR ... dd 6.57 +0.55 ...
6.34 3.62 HudbayMinerals HBM ... dd 4.69 –0.31 ... 31.93 17.25 JamesHardie JHX ... 23 26.41 –1.93 ... 11.92 8.81 LXP Industrial LXP 5.3 45 9.42 –0.27 .125 15.00 7.08 MasterBrand MBC ... 11 12.15 +0.12 ... 7.70 4.14 NexaResources NEXA .0 dd 6.23 –0.77.1888
12.23 4.05 HudsonPacProp HPP .0 dd 6.54 –0.46 .125 31.30 19.09 JanusHenderson JHG 5.9 13 26.50 –1.00 .39 33.92 21.92 La-Z-Boy LZB 2.3 10 31.02 –0.90.1815 418.60 276.87 Mastercard MA .6 38 402.22 –12.09 .57 6.37 3.40 NexGenEnergy NXE ... dd 6.12 –0.11 ...
571.30 423.29 Humana HUM .7 18 494.06 +23.29 .885 12.45 7.97 JanusIntl JBI ... 13 11.11 +1.00 ... 222.41 172.09 LabCorp.ofAmerica LH 1.4 22 205.15 +3.50 .72 73.78 42.04 MatadorRscs MTDR 1.0 7 57.26 –4.30 .15 19.95 12.53 NexPointRealEst NREF12.8 dd 15.65 –0.70 .185
260.02 188.51 HuntingIngalls HII 2.5 15 201.08 –10.57 1.24 40.68 27.48 JefferiesFinl JEF 3.2 19 37.21 –1.46 .30 11.77 8.67 LadderCapital LADR 8.7 10 10.58 –0.31 .23 123.41 64.89 Materion MTRN .5 22 102.05 –5.77 .13 52.83 32.69 NexPointResidentl NXRT 5.1 dd 33.03 –2.76 .42
33.46 23.53 Huntsman HUN 3.9 25 24.20 –1.47.2375 2.16 0.74 JianpuTech JT ... dd .90 –0.03 ... 117.38 76.21 LambWeston LW 1.2 14 94.05 –5.54 .28 28.99 13.92 Mativ MATV 2.6 dd 15.27 –0.17 .10 3.42 1.82 Nextdoor KIND ... dd 1.84 –0.15 ...
127.80 77.70 HyattHotels H .6 25 102.92 –4.58 .15 61.27 26.84 JinkoSolar JKS ... 3 27.15 –2.88 ... 22.81 4.19 Lanvin LANV ... dd 4.37 –0.13 ... 97.49 56.51 Matson MATX 1.5 7 87.50 +1.14 .32 88.61 65.36 NextEraEnergy NEE 2.8 17 67.70 –0.94.4675
3.88 1.15 Hyliion HYLN ... dd 1.17 –0.02 ... 11.98 3.15 JobyAviation JOBY ... dd 6.22 –0.32 ... 65.58 33.38 LasVegasSands LVS 1.7 cc 45.79 –2.95 .20 15.95 8.27 MauiLand MLP ... dd 12.77 –0.38 ... 85.20 51.76 NicoletBankshares NIC 1.5 17 67.98 –3.77 .25
40 BARRON’S September 25, 2023

D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST B A R R ON S .C OM / D ATA


–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.
131.31 82.22 Nike NKE 1.5 28 90.85 –5.41 .34 48.79 21.93 PampaEnergia PAM ... 4 40.11 –0.33 ... 28.26 17.84 RadianGroup RDN 3.6 6 25.25 –0.83 .225 74.66 56.85 ServiceCorp SCI 2.0 19 59.13 –1.61 .29 4.44 2.57 SuperGroup SGHC ... ... 3.50 ... ...
17.10 2.30 NineEnergy NINE ... 10 4.18 –0.36 ... 19.85 13.40 PanAmerSilver PAAS 2.6 dd 15.21 –1.50 .10 2.52 1.55 Rafael RFL ... dd 2.00 –0.23 ... 614.36 337.00 ServiceNow NOW ... 80 554.09 –25.49 ... 7.38 2.88 SuperiorIndsIntl SUP ... dd 3.22 +0.03 ...
28.95 23.78 NiSource NI 3.7 19 26.69 –0.98 .25 37.50 14.42 ParPacific PARR ... 3 33.79 –0.62 ... 135.76 82.23 RalphLauren RL 2.7 14 112.14 –1.72 .75 89.07 39.27 ServisFirst SFBS 2.3 11 49.47 –1.90 .28 5.00 1.10 SurfAirMobility SRFM ... ... 1.95 –0.37 ...
21.53 11.50 NoahHoldings NOAH 3.0 7 12.30 –0.58 .38 46.63 20.37 ParTechnology PAR ... dd 39.14 –2.18 ... 34.54 22.61 RangeResources RRC 1.1 4 30.11 –1.92 .08 80.58 40.83 ShakeShack SHAK ... dd 57.86 –4.22 ... 11.43 7.46 Suzano SUZ ... 3 11.18 +0.51 ...
55.34 27.04 Noble NE 2.4 20 50.75 –2.26 .30 21.49 12.45 Paragon28 FNA ... dd 12.91 –0.46 ... 13.15 8.60 RangerEnergySvcs RNGR 1.6 9 12.49 –0.44 .05 52.90 25.84 SharkNinja SN ... ... 43.78 +3.07 ... 20.00 6.10 Sweetgreen SG ... dd 11.48 –1.08 ...
5.11 3.75 Nokia NOK 1.9 5 3.89 –0.04.0336 6.86 3.90 ParamountGroup PGRE 3.0 dd 4.73 –0.55 .035 8.24 2.66 Ranpak PACK ... dd 5.36 –0.32 ... 65.72 46.74 Shell SHEL 3.6 8 64.52 –0.13 .662 57.38 33.30 Sylvamo SLVM 2.8 6 42.40 –0.37 .30
19.76 12.50 NomadFoods NOMD ... 13 15.74 –0.02 ... 16.92 10.08 ParkAerospace PKE 3.2 30 15.63 +0.08 .125 126.00 82.00 RaymondJames RJF 1.7 13 101.21 –6.46 .42 283.80 195.24 SherwinWilliams SHW 1.0 28 254.67 –6.96 .605 40.89 26.59 SynchronyFinl SYF 3.2 6 31.38 –1.14 .25
4.47 3.00 Nomura NMR 2.5 16 4.30 –0.08.0862 15.38 10.70 ParkHotels PK 5.9 dd 11.92 –1.19 .15 9.84 2.75 RayonierAdvMatls RYAM ... 23 2.82 –0.32 ... 76.40 36.33 Shift4Paymts FOUR ... 33 54.41 –4.31 ... 44.91 25.19 SynovusFinl SNV 5.5 5 27.83 –2.46 .38
4.65 2.47 NordicAmTankers NAT 12.2 7 3.95 +0.17 .13 428.16 235.69 ParkerHannifin PH 1.5 24 387.30 –4.82 1.48 37.79 27.81 Rayonier RYN 4.0 52 28.56 –1.70 .285 36.64 22.98 ShinhanFin SHG 4.9 4 27.87 –0.62.2781 87.41 68.18 Sysco SYY 2.9 20 68.63 –2.39 .50
27.15 14.00 Nordstrom JWN 5.4 80 14.13 –0.60 .19 57.49 38.67 Parsons PSN ... 49 54.69 –0.78 ... 13.74 9.36 ReadyCapital RC 13.5 4 10.67 –0.30 .36 71.43 23.63 Shopify SHOP ... dd 53.08 –9.30 ... 7.04 1.04 System1 SST ... dd 1.27 +0.09 ...
261.71 194.05 NorfolkSouthern NSC 2.6 18 202.50 –1.53 1.35 374.04 256.91 PaycomSoftware PAYC .6 47 257.16 –20.76 .375 68.85 51.52 RealtyIncome O 6.0 38 51.56 –2.54 .256 11.09 9.98 ShoulderUpTechA SUAC ... 67 10.51 +0.01 ...
T
26.30 9.20 NorthAmConstr NOA 1.3 12 22.50 –0.35.0588 16.23 6.75 Paymentus PAY ... cc 15.65 –0.49 ... 4.58 1.67 Redwire RDW ... dd 2.94 –0.36 ... 81.23 37.72 Shutterstock SSTK 2.9 12 37.81 –3.02 .27
18.49 10.03 NoEuroOil NRT 24.6 4 12.20 +0.61 .21 24.25 9.34 Paysafe PSFE ... dd 12.01 –1.06 ... 8.72 5.47 RedwoodTrust RWT10.8 dd 7.25 –0.60 .16 12.44 5.46 Sibanye-Stillwater SBSW 4.6 6 6.51 –0.13.1102 10.45 2.81 TAL Education TAL ... dd 7.23 –0.01 ...
43.64 24.21 NorthernOil&Gas NOG 3.9 3 38.94 –1.20 .38 32.89 17.71 PeabodyEnergy BTU 1.3 3 23.00 –1.01 .075 166.00 111.84 RegalRexnord RRX 1.0 39 146.45 –4.89 .35 83.42 51.29 SignetJewelers SIG 1.3 9 73.42 –2.90 .23 49.51 33.02 TC Energy TRP 7.7 50 36.39 –1.07.6846
556.27 416.71 NorthropGrum NOC 1.8 14 424.90 –8.59 1.87 47.00 8.00 PeakstoneRealty PKST 5.2 dd 17.23 –2.14 .225 38.34 24.38 RegionalMgmt RM 4.5 9 26.77 –1.07 .30 55.41 40.97 SilganHoldings SLGN 1.7 15 43.45 –0.55 .18 15.38 4.75 TDCX TDCX ... 10 5.84 +0.15 ...
52.39 37.79 NorthwestNat NWN 4.9 14 39.60 –1.62 .485 12.03 9.05 Pearson PSO 2.6 21 10.54 –0.49 .09 24.33 13.94 RegionsFinl RF 5.6 7 17.06 –0.90 .24 43.95 19.13 SilverBowRscs SBOW ... 2 32.91 –2.11 ... 111.57 78.86 TD Synnex SNX 1.4 15 102.05 +1.15 .35
22.75 10.83 NorwegCruise NCLH ... dd 15.66 –1.57 ... 17.38 12.37 PebblebrookHotel PEB .3 dd 13.36 –1.35 .01 1.85 0.76 Regis RGS ... dd .77 –0.11 ... 10.29 9.95 SilverBoxIIIA SBXC ... ... 10.23 +0.03 ... 146.60 104.76 TE Connectivity TEL 1.9 19 123.04 –3.64 .59
5.97 2.40 NouveauMonde NMG ... dd 2.49 –0.34 ... 19.63 12.37 PediatrixMedical MD ... 10 12.38 –0.35 ... 153.35 120.29 ReinsGrp RGA 2.3 11 148.56 +4.94 .85 7.95 4.37 Similarweb SMWB ... dd 5.21 –0.15 ... 22.29 14.89 Tegna TGNA 3.1 5 14.91 –1.03.1138
105.61 74.09 Novartis NVS 2.2 28 101.14 –1.493.4694 11.00 10.03 PegasusDigA PGSS ... 40 10.91 +0.01 ... 295.98 168.25 RelianceSteel RS 1.5 10 262.03 +1.00 1.00 133.08 86.02 SimonProperty SPG 6.8 17 111.68 –4.73 1.90 22.08 16.67 Telus TU 6.4 27 16.98 –0.24.2676
100.88 47.51 NovoNordisk NVO .8 22 91.30 –3.92.8836 36.93 29.59 PembinaPipeline PBA 6.6 8 30.33 –0.67.4967 223.80 128.00 RenaissanceRe RNR .7 25 202.87 +2.55 .38 166.03 75.25 SimpsonMfg SSD .7 18 146.83 –5.17 .27 28.50 7.61 TelusIntl TIXT ... 21 7.67 –0.59 ...
8.29 3.39 NuHoldings NU ... cc 6.85 –0.51 ... 7.07 4.70 PennantPark PNNT13.0 dd 6.45 –0.01 .21 41.55 25.35 RentokilInit RTO 1.2 50 36.62 –0.53.3169 11.34 4.42 SiriusPoint SPNT ... dd 10.13 –0.37 ... 45.81 26.01 Ternium TX 7.0 4 38.46 –2.08 1.80
45.55 22.63 NuSkinEnts NUS 6.7 17 23.28 –0.73 .39 82.92 41.77 PennyMacFin PFSI 1.2 14 66.93 –1.77 .20 156.65 120.58 RepublicSvcs RSG 1.5 29 146.36 –3.78 .535 176.16 97.36 SiteOneLandscape SITE ... 37 155.25 –4.24 ... 138.16 85.86 TFI Intl TFII 1.1 18 130.56 –0.56 .35
182.68 102.86 Nucor NUE 1.3 7 153.13 –2.29 .51 15.78 10.78 PennyMacMtg PMT 12.9 20 12.43 –0.50 .40 23.94 14.95 ResideoTech REZI ... 11 15.98 –0.06 ... 33.65 19.31 SitioRoyalties STR 6.7 18 24.01 –2.18 .40 16.01 10.20 TIM TIMB 4.5 20 15.41 +0.11.0745
13.26 5.22 NuScalePower SMR ... dd 5.24 –0.76 ... 180.84 94.49 PenskeAuto PAG 1.6 9 159.52 –4.35 .72 243.52 136.22 ResMed RMD 1.4 22 136.61 –8.78 .48 31.29 16.83 SixFlags SIX ... 25 24.03 –0.75 ... 93.78 59.78 TJX TJX 1.5 26 89.16 –3.28.3325
18.41 12.80 NuSTAREnergy NS 9.1 22 17.64 –0.12 .40 71.82 38.55 Pentair PNR 1.4 22 64.98 –1.88 .22 78.30 51.26 RestaurantBrands QSR 3.2 21 67.82 –0.76 .55 56.53 31.28 SkechersUSA SKX ... 16 47.65 +0.27 ... 118.04 66.43 TKO TKO .6 41 83.79 –16.32 3.86
89.13 52.23 Nutrien NTR 3.4 9 61.99 –2.04 .53 348.67 144.76 Penumbra PEN ... cc 247.53 –20.06 ... 32.59 12.40 Revolve RVLV ... 23 12.52 –0.53 ... 7.65 4.10 SkeenaRscs SKE ... dd 5.07 +0.38 ... 9.23 5.14 TPG RE Fin TRTX13.4 dd 7.14 –0.52 .24
2.55 1.18 NuvationBio NUVB ... dd 1.33 +0.03 ... 21.03 2.60 Perfect PERF ... dd 3.43 +0.23 ... 150.17 105.83 Revvity RVTY .3 17 109.50 –3.94 .07 2.17 0.93 Skillsoft SKIL ... dd .96 –0.16 ... 25.00 20.25 TXO Partners TXO 9.1 6 21.16 –0.11 .48
58.98 30.48 nVentElectric NVT 1.3 20 53.52 –2.05 .175 64.34 42.77 PerformanceFood PFGC ... 24 59.98 –0.47 ... 41.63 26.05 RexAmerRscs REX ... 27 39.53 +0.34 ... 24.80 4.83 Skillz SKLZ ... dd 4.85 –1.48 ... 110.69 59.43 TaiwanSemi TSM 1.7 14 85.64 –3.61.4724
11.25 5.02 PerimeterSolns PRM ... 12 5.09 –0.77 ... 66.71 48.74 RexfordIndlRealty REXR 3.0 51 50.74 –1.18 .38 76.82 44.68 SkylineChamp SKY ... 11 63.99 –5.64 ... 17.15 12.28 TakedaPharm TAK 3.5 23 15.84 –0.48 .31
O 27.77 14.82 PermianBasin PBT 3.8 19 21.72 +0.51.0224 11.10 10.07 RigelResourceA RRAC ... 42 10.89 +0.03 ... 4.12 2.03 SmartRent SMRT ... dd 2.66 –0.25 ... 22.63 10.69 TalosEnergy TALO ... 4 16.03 –0.51 ...
15.30 6.12 PermianRscs PR 1.5 9 13.14 –0.55 .05 49.32 25.32 RingCentral RNG ... dd 29.07 –0.85 ... 52.81 25.09 Smartsheet SMAR ... dd 39.41 –2.61 ... 25.23 13.26 Tanger SKT 4.3 27 22.55 –1.00 .245
34.30 22.34 OFGBancorp OFG 3.1 8 28.43 –1.11 .22
4.05 2.02 PermianvilleRT PVL 17.5 6 2.49 –0.06.0697 80.52 50.92 RioTinto RIO 6.3 12 64.07 –1.78 1.77 76.94 46.58 SmithAO AOS 1.9 36 64.51 –2.26 .30 47.48 27.53 Tapestry TPR 4.9 7 28.83 –2.16 .35
41.00 32.78 OGE Energy OGE 4.7 16 35.08 –0.69.4141
8.33 4.10 PermRock PRT 10.7 8 6.70 +0.09.0406 6.73 3.43 Riskified RSKD ... dd 4.38 –0.05 ... 33.09 21.78 Smith&Nephew SNN 2.9 50 25.36 –0.94 .288 87.86 57.23 TargaResources TRGP 2.4 23 84.44 –0.22 .50
23.57 12.05 O-I Glass OI ... 5 17.19 –1.12 ...
41.44 30.78 Perrigo PRGO 3.4 dd 32.25 –1.29 .273 7.37 0.59 RiteAid RAD ... dd .59 –0.08 ... 163.07 125.23 Smucker SJM 3.3 dd 126.59 –0.24 1.06 181.70 112.54 Target TGT 3.9 15 112.60 –10.45 1.10
89.01 68.86 ONE Gas OGS 3.5 18 73.37 –2.28 .65
16.32 8.88 PetroleoBrasil PBR 23.5 3 15.08 –0.12.1496 10.45 6.86 RithmCapital RITM10.4 7 9.66 –0.41 .25 13.89 7.33 Snap SNAP ... dd 8.69 –0.47 ... 42.22 22.89 TaroPharm TARO ... 67 37.99 –0.15 ...
71.57 50.50 ONEOK OKE 5.8 12 66.19 –1.35 .955 14.93 7.86 PetroleoBrasilA PBR.A25.8 3 13.78 –0.08.1496 89.78 64.65 RobertHalf RHI 2.6 14 72.92 –2.18 .48 297.26 200.75 Snap-On SNA 2.5 14 255.86 –4.56 1.62 52.09 22.64 TaylorMorrison TMHC ... 5 43.10 –1.60 ...
11.20 5.96 ON24 ONTF .0 dd 5.99 –0.19 1.09 54.93 32.50 Pfizer PFE 5.0 9 32.69 –1.38 .41 47.67 25.15 Roblox RBLX ... dd 25.39 –2.52 ... 193.94 119.27 Snowflake SNOW ... dd 149.70 –12.71 ... 11.50 3.53 Team TISI ... 0 8.57 –0.41 ...
16.49 11.15 Openlane KAR ... dd 15.01 –0.55 ... 105.62 82.85 PhilipMorris PM 5.5 18 94.93 –0.86 1.30 11.95 5.97 RocketCos. RKT ... dd 8.40 –1.03 ... 112.35 56.69 SOQUIMICH SQM 10.0 5 56.78 –4.67.5119 21.67 8.03 TechnipFMC FTI 1.0 dd 20.85 –0.01 .05
76.11 55.51 OccidentalPetrol OXY 1.1 11 62.89 –3.26 .18 125.19 74.02 Phillips66 PSX 3.5 5 118.58 –2.45 1.05 348.52 209.27 Rockwell ROK 1.7 23 281.36 –3.84 1.18 8.11 3.08 SohoHouse SHCO ... dd 6.51 –0.59 ... 49.34 28.41 TeckResourcesB TECK .9 16 39.99 –4.00.094
26.35 7.25 OceaneeringIntl OII ... 38 24.22 –0.50 ... 4.99 1.10 PhoenixNewMedia FENG ... dd 1.11 –0.07 ... 50.16 36.23 RogersComm B RCI 3.6 19 40.67 –0.94.3795 13.75 7.15 SolarisOilfield SOI 4.4 12 10.03 –0.78 .11 54.40 18.76 Tecnoglass TGLS 1.1 8 33.42 –1.69 .09
37.17 22.50 OcwenFinancial OCN ... dd 25.31 –2.29 ... 40.00 17.74 Phreesia PHR ... dd 17.76 –2.20 ... 248.35 98.45 Rogers ROG ... 26 134.58 –6.12 ... 12.22 7.51 SolarWinds SWI ... dd 9.75 –0.31 ... 7.26 3.21 Teekay TK ... 4 6.02 +0.24 ...
20.70 5.63 Offerpad OPAD ... dd 10.25 –0.15 ... 16.34 12.29 PhysiciansRealty DOC 7.5 29 12.32 –0.82 .23 45.04 34.20 Rollins ROL 1.4 47 37.43 +0.40 .13 8.86 3.39 SoloBrands DTC ... 16 4.51 –0.05 ... 48.05 25.29 TeekayTankers TNK 2.5 3 40.28 +1.80 .25
69.09 22.14 Oil-Dri ODC 1.8 19 62.75 –2.29 .29 11.37 5.70 PiedmontOfficeA PDM 8.7 9 5.78 –0.55 .125 10.96 9.89 RossAcqnIIA ROSS ... 95 10.78 +0.03 ... 2.95 0.71 Sonendo SONX ... dd .77 –0.10 ... 20.65 14.31 TejonRanch TRC ... 30 16.03 –1.34 ...
10.47 3.51 OilStatesIntl OIS ... 67 8.24 –0.37 ... 86.03 59.03 PinnacleWest PNW 4.4 22 77.81 –0.81 .865 104.72 83.63 RoyalBkCanada RY 4.5 12 89.14 –2.37.9959 62.26 39.02 SonicAutomotive SAH 2.4 dd 49.15 –3.41 .29 34.73 18.72 TeladocHealth TDOC ... dd 18.78 –2.42 ...
29.89 20.27 OldRepublic ORI 3.6 10 27.39 –0.03 .245 30.86 20.60 Pinterest PINS ... dd 26.72 +1.01 ... 112.95 36.92 RoyalCaribbean RCL ... dd 91.24 –6.18 ... 20.20 6.00 SonidaSrLiving SNDA ... dd 9.80 +0.30 ... 6.88 3.82 TelecomArgentina TEO 23.7 dd 5.23 +0.02.208
64.70 41.33 Olin OLN 1.7 8 46.64 –3.31 .20
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274.70 177.27 PioneerNatRscs PXD 7.4 10 223.07 –10.93 .59 3.42 0.25 RubiconTech RBT ... dd .32 –0.11 ... 64.89 53.78 SonocoProducts SON 3.8 11 54.02 –1.56 .51 448.71 325.00 TeledyneTech TDY ... 26 417.88 +2.84 ...
9.55 5.62 Olo OLO ... dd 6.15 +0.43 ... 162.20 102.73 PiperSandler PIPR 1.7 30 144.15 –7.72 .60 5.48 2.77 RushStreetInt RSI ... dd 4.75 –0.41 ... 100.94 61.72 Sony SONY .5 15 82.38 –4.38.2861 276.43 182.65 Teleflex TFX .7 26 204.02 –9.43 .34
34.14 25.61 OmegaHealthcare OHI 8.0 33 33.35 –0.05 .67 4.85 2.30 PitneyBowes PBI 6.6 dd 3.05 –0.24 .05 50.64 32.13 RyanSpecialty RYAN ... 81 49.31 +0.21 ... 75.80 60.71 Southern SO 4.0 25 69.37 –1.72 .70 9.31 6.49 TelefonicaBras VIV 5.0 17 8.95 +0.08.0273
99.23 61.85 Omnicom OMC 3.8 11 73.74 –3.67 .70 85.91 44.62 PlanetFitness PLNT ... 31 45.37 –4.92 ... 104.71 65.69 RyderSystem R 2.7 9 103.78 +1.79 .71 87.59 42.42 SoCopper SCCO 4.7 21 74.73 –5.04 1.00 4.53 3.10 Telefonica TEF 5.5 14 4.28 +0.10.1646
37.08 15.44 OnHolding ONON ... cc 28.08 –1.87 ... 6.27 2.51 PlanetLabs PL ... dd 2.58 –0.22 ... 44.70 23.63 RyersonHolding RYI 2.6 9 28.58 –0.85.1825 11.66 9.95 SouthportAcqnA PORT ... 34 10.58 +0.04 ... 29.63 23.03 TelekmIndonesia TLK 3.4 18 24.90 +0.821.1296
24.77 19.01 OneLiberty OLP 9.4 15 19.10 –0.49 .45 8.28 4.38 PlayAGS AGS ... 75 7.01 +0.06 ... 98.60 71.63 RymanHospitality RHP 3.7 21 81.73 –4.37 1.00 40.38 28.03 SouthwestAir LUV 2.6 32 28.05 –1.64 .18 21.75 6.44 Telephone&Data TDS 4.1 dd 17.89 +0.67 .185
10.00 2.61 OneConnectFin OCFT ... dd 3.08 –0.14 ... 23.79 15.59 PlymouthIndREIT PLYM 4.2 dd 21.29 –1.18 .225
S 78.19 53.79 SouthwestGas SWX 4.0 dd 62.36 –1.53 .62 47.70 23.62 TempurSealy TPX 1.0 18 42.53 –2.21 .11
48.64 28.77 OneMain OMF 10.1 7 39.66 –1.37 1.00 138.49 91.86 Polaris PII 2.5 10 104.37 –2.47 .65 7.48 4.57 SouthwesternEner SWN ... 1 6.09 –0.37 ... 11.16 9.71 10XCapIII A VCXB ... cc 10.64 –0.02 ...
142.26 56.02 OntoInnovation ONTO ... 35 123.22 –1.17 ... 51.58 41.58 PortlandGenElec POR 4.4 18 43.23 –1.21 .475 145.10 78.22 SAP SAP 1.2 77 132.65 –2.592.1864 85.25 38.93 SpectrumBrands SPB 2.1 2 79.18 –0.78 .42 38.00 23.96 Tenaris TS .0 5 30.99 –1.64 .68
16.77 11.29 Ooma OOMA ... dd 13.23 ... ... 98.84 80.39 PostHoldings POST ... 18 88.10 +0.63 ... 428.65 279.32 S&P Global SPGI 1.0 51 371.69 –16.57 .90 43.93 18.00 SphereEnt SPHR ... 3 36.48 –0.99 ... 9.29 3.14 TencentMusic TME ... 15 6.28 –0.04 ...
49.32 28.41 Oppenheimer A OPY 1.6 14 37.46 –0.73 .15 16.24 13.68 PostalRealty PSTL 6.9 cc 13.68 –0.52.2375 11.43 9.83 SDCLEDGEAcqn SEDA ... 59 10.58 ... ... 12.64 2.80 SpireGlobal SPIR ... dd 5.01 –0.52 ... 85.40 36.69 TenetHealthcare THC ... 14 67.73 –2.05 ...
2.74 1.70 OppFi OPFI ... dd 2.53 +0.25 ... 26.05 15.60 PowerSchool PWSC ... dd 21.49 –1.29 ... 14.14 5.05 SeacorMarine SMHI ... dd 12.20 –1.61 ... 75.83 57.28 Spire SR 4.9 14 58.37 –2.28 .72 87.53 56.04 Tennant TNC 1.4 15 74.42 –2.32 .265
127.54 60.78 Oracle ORCL 1.5 32 109.03 –4.88 .40 87.36 41.56 PrecisionDrilling PDS ... 9 67.11 –5.48 ... 6.42 1.33 SES AI SES ... dd 1.95 –0.24 ... 38.55 14.65 SpiritAeroSys SPR ... dd 15.16 –1.67 ... 57.73 28.65 Teradata TDC ... 80 44.37 –0.26 ...
13.08 8.81 Orange ORAN 4.8 19 11.81 +0.07.3142 68.54 48.51 PrestigeCnsHlth PBH ... dd 57.92 +0.04 ... –0.26 .10
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

11.52 8.43 SFL SFL 8.7 ... 11.08 +0.30 .24 22.70 14.41 SpiritAirlines SAVE .0 dd 16.20 65.64 28.82 Terex TEX 1.2 9 56.87 –1.60 .17
12.66 7.95 OrchidIsland ORC 21.2 dd 9.04 –0.51 .16 220.00 120.96 Primerica PRI 1.3 16 198.06 –3.29 .65 6.40 0.31 SignaSports SSU ... ... .35 –0.12 ... 44.65 34.31 SpiritRealtyCap SRC 7.7 17 34.66 –1.76.6696 3.45 1.00 TerranOrbital LLAP ... dd 1.01 –0.45 ...
32.43 18.22 Organon OGN 6.1 6 18.26 –1.28 .28 16.47 12.27 PrimoWater PRMW 2.3 26 14.10 –0.65 .08 14.63 10.42 SITE Centers SITC 4.1 26 12.63 –1.05 .13 182.00 69.29 Spotify SPOT ... dd 156.35 –2.23 ... 67.03 50.36 TerrenoRealty TRNO 3.1 32 57.91 –2.77 .45
43.01 25.59 OriginBancorp OBK 2.1 9 28.02 –1.14 .15 36.19 15.90 PrimorisSvcs PRIM .7 14 32.80 –0.08 .06 83.88 57.51 SJW Group SJW 2.5 22 61.98 –2.89 .38 11.23 10.04 SpreeAcqn1 A SHAP ... 37 10.80 ... ... 6.54 2.43 TetraTech TTI ... 37 6.17 –0.26 ...
5.44 2.10 OrionGroup ORN ... dd 5.43 +0.52 ... 22.82 11.87 ProAssurance PRA 1.1 cc 19.00 +0.53 .05 21.73 18.26 SK Telecom SKM 5.3 10 21.11 +0.15.3492 16.68 7.25 Sprinklr CXM ... cc 14.33 –0.59 ... 11.45 7.09 TevaPharm TEVA ... dd 10.35 –0.24 ...
9.95 5.11 OrionOffice ONL 7.5 dd 5.34 –0.11 .10 76.86 41.80 ProcoreTech PCOR ... dd 64.20 +0.20 ... 44.65 19.06 SLGreenRealty SLG 8.8 dd 36.89 –4.44.2708 41.96 29.76 Sprott SII 3.1 24 32.17 –1.75 .25 2739.00 1266.21 TexasPacLand TPL .7 34 1840.69 +69.57 3.25
26.91 12.87 Orion OEC .4 11 21.67 –0.72.0207 158.38 122.18 Procter&Gamble PG 2.5 26 151.58 –1.89.9407 48.55 24.66 SM Energy SM .8 4 37.20 –2.39 .15 1.55 0.55 SprucePower SPRU ... dd .72 +0.01 ... 43.00 26.08 Textainer TGH 3.2 6 37.89 –0.95 .30
101.56 68.78 Orix IX 2.7 12 97.63 –2.041.5303 149.87 110.04 Progressive PGR .3 49 143.26 +4.52 .10 9.50 2.54 SOS SOS ... dd 3.93 +0.12 ... 34.38 16.86 Squarespace SQSP ... dd 28.66 –1.05 ... 80.60 58.03 Textron TXT .1 18 77.79 +1.58 .02
101.81 72.64 OrmatTech ORA .7 47 72.83 –1.76 .12 136.67 98.03 Prologis PLD 3.1 31 114.07 –9.11 .87 91.94 53.19 SPX Tech SPXC ... 60 80.13 +1.07 ... 65.99 31.11 St.Joe JOE .9 38 56.03 –1.17 .12 609.85 475.77 ThermoFisher TMO .3 34 502.79 –12.74 .35
9.89 2.05 OscarHealth OSCR ... dd 5.55 –0.60 ... 5.94 3.87 PropertyGuru PGRU ... dd 4.02 –0.13 ... 38.83 26.56 STAG Indl STAG 4.2 32 34.73 –1.93.1225 42.42 31.61 StandardMotor SMP 3.5 12 33.21 –0.60 .29 29.17 15.23 Thermon THR ... 24 26.70 –0.90 ...
106.66 69.30 Oshkosh OSK 1.7 16 95.48 –2.79 .41 12.58 6.33 ProPetro PUMP ... 13 10.12 –0.40 ... 91.10 61.00 SabineRoyalty SBR 11.5 8 64.18 –0.19.3643 168.81 80.96 StandexIntl SXI .8 12 144.41 –0.36 .28 138.85 97.59 ThomsonReuters TRI 1.6 28 125.53 –4.37 .49
12.12 9.63 OsirisAcqn OSI ... dd 10.31 +0.04 ... 78.76 53.73 ProsperityBcshs PB 4.1 10 53.78 –3.07 .55 3.85 2.35 SafeBulkers SB 6.2 3 3.25 +0.10 .05 104.21 70.24 StanleyBlackDck SWK 3.9 16 83.70 –4.27 .81 116.31 67.09 ThorIndustries THO 1.9 9 92.93 –2.37 .45
6.25 2.67 OsiskoDevelopment ODV ... dd 2.67 –0.33 ... 40.09 22.04 ProtoLabs PRLB ... dd 25.84 –1.08 ... 35.53 18.27 Safehold SAFE 3.8 dd 18.39 –0.97 .177 69.02 43.04 Stantec STN .9 33 65.69 –1.00.1452 12.67 4.48 3D Systems DDD ... dd 4.51 –0.55 ...
17.96 9.20 OsiskoGold OR 1.4 73 12.54 –0.48.0447 24.58 14.54 ProvidentFinSvcs PFS 6.3 7 15.21 –0.82 .24 238.22 126.34 Salesforce CRM ... cc 206.43 –8.18 ... 13.10 6.88 Starrett A SCX ... 4 10.96 –0.38 ... 133.91 92.38 3M MMM 6.2 dd 97.04 –4.02 1.50
91.33 62.49 OtisWorldwide OTIS 1.7 25 80.82 –0.30 .34 110.96 75.37 PrudentialFinl PRU 5.2 32 96.42 –2.27 1.25 18.42 8.24 SallyBeauty SBH ... 6 8.34 –0.80 ... 4.53 2.64 Startek SRT ... dd 3.20 –0.09 ... 73.16 20.02 Tidewater TDW ... 69 65.91 –1.69 ...
19.20 3.21 Ouster OUST ... dd 4.81 +0.12 ... 34.37 18.20 Prudential PUK ... 16 22.29 –1.28 ... 32.41 8.42 Samsara IOT ... dd 23.13 –5.01 ... 22.02 16.06 StarwoodProp STWD 9.6 11 19.90 –1.11 .48 10.35 6.05 Tilly's TLYS ... dd 7.73 –0.37 ...
21.65 10.15 OutfrontMedia OUT 11.8 dd 10.19 –0.62 .30 65.46 52.51 PublicServiceEnt PEG 3.8 11 60.52 –0.83 .57 12.25 6.45 SanJuanBasin SJT 27.3 3 6.90 +0.16.0538 94.74 58.62 StateStreet STT 4.1 9 67.81 –4.04 .69 95.08 58.36 Timken TKR 1.8 12 72.23 –0.49 .33
4.51 2.65 OverseasShip OSG ... 8 4.18 –0.09 ... 316.48 262.75 PublicStorage PSA 4.5 11 263.98 –10.133.00 22.05 12.62 SandRidgeEnergy SD 2.6 3 15.25 –0.53 .10 48.00 38.00 SteelPartners SPLP ... 6 44.00 –0.99 ... 23.49 14.09 TimkenSteel TMST ... dd 21.06 –0.58 ...
59.11 32.07 Ovintiv OVV 2.7 3 45.20 –2.12 .30 86.16 35.99 PulteGroup PHM .9 6 73.94 –2.33 .16 6.31 4.51 SandstormGold SAND 1.2 27 4.96 –0.25.0151 11.38 6.20 Steelcase SCS 3.6 24 11.04 +2.20 .10 17.29 9.23 TItanIntl TWI ... 6 13.13 +0.63 ...
26.00 11.79 Owens&Minor OMI ... dd 15.60 –1.05 ... 40.50 22.14 PureStorage PSTG ... dd 34.63 –1.62 ... 28.87 20.16 SaratogaInvt SAR 10.8 12 25.77 +0.07 .71 20.71 11.57 Stellantis STLA ... 3 19.35 +0.10 ... 27.00 15.77 Toast TOST ... dd 18.61 –1.51 ...
147.00 74.22 OwensCorning OC 1.5 10 134.81 –1.98 .52 10.89 10.09 PyrophyteAcqn PHYT ... 30 10.89 +0.03 ... 18.70 11.56 Sasol SSL 5.6 16 13.03 +0.18.3871 36.09 20.24 StellarBancorp STEL 2.5 11 20.62 –1.30 .13 84.57 39.53 Toll Bros TOL 1.1 5 74.07 –3.80 .21
18.76 2.52 Owlet OWLT ... dd 3.55 –0.28 ... 37.21 18.91 Q2 QTWO ... dd 31.83 –0.82 ... 44.09 32.13 SaulCenters BFS 6.4 23 36.85 –0.39 .59 14.83 3.72 Stem STEM ... dd 4.33 –0.49 ... 46.11 29.82 TootsieRoll TR 1.2 27 30.96 +0.84 .09
123.37 85.59 OxfordIndustries OXM 2.8 9 93.96 –3.84 .65 51.18 39.40 Qiagen QGEN ... 27 39.42 –1.66 ... 26.88 18.52 SaversValue SVV ... 43 18.99 –0.75 ... 114.97 74.33 Stepan SCL 2.0 22 74.42 –7.34 .365 307.54 140.66 TopBuild BLD ... 13 249.37 –11.01 ...
6.41 2.12 QuadGraphics QUAD ... dd 4.95 –0.01 ... 254.00 159.21 Steris STE .9 cc 223.94 –5.56 .52
PQ 62.12 33.80 Schlumberger SLB 1.7 22 59.04 –1.54 .25 25.96 14.28 TopgolfCallaway MODG ... 28 14.30 –1.92 ...
216.45 129.06 QuakerHoughton KWR 1.1 cc 160.69 –8.51 .455 31.74 20.26 SchneiderNatl SNDR 1.3 12 27.73 –0.50 .09 36.30 13.71 Stevanato STVN .2 47 27.26 –2.11.0578 117.66 78.35 Toro TTC 1.7 22 80.28 –2.09 .34
56.38 28.55 PBF Energy PBF 1.5 2 53.21 –0.67 .20 29.63 18.00 QuanexBldg NX 1.2 11 27.66 –0.42 .08 86.63 45.00 SchwabC SCHW 1.8 16 55.15 –3.07 .25 51.72 35.96 StewartInfo STC 4.3 24 44.05 –1.16 .475 70.67 55.43 TorontoDomBk TD 4.7 11 60.64 –1.47.7193
18.19 12.13 PG&E PCG ... 18 17.14 –0.17 ... 212.82 123.25 QuantaServices PWR .2 48 188.45 –10.79 .08 123.53 87.93 ScienceApplicat SAIC 1.4 12 105.43 –4.32 .37 68.77 49.31 StifelFinancial SF 2.3 13 62.91 –3.39 .36 5.19 1.21 Torrid CURV ... 6 1.28 –0.14 ...
29.64 17.43 PGT Innovations PGTI ... 16 27.15 +0.31 ... 13.86 5.11 QuantumScape QS ... dd 6.43 –0.50 ... 64.20 38.05 ScorpioTankers STNG 1.9 4 52.46 +0.01 .25 55.85 29.09 STMicroelec STM .5 9 42.72 –1.04 .06 11.21 9.72 TortoiseEcoIII A TRTL ... 32 10.60 +0.13 ...
37.00 24.49 PHINIA PHIN 3.9 ... 25.86 –2.69 .25 2.54 0.69 Qudian QD ... 17 2.06 +0.03 ... 88.61 39.06 ScottsMiracleGro SMG 5.2 dd 50.83 –4.22 .66 25.87 14.18 Stoneridge SRI ... dd 19.71 +1.14 ... 67.19 44.61 TotalEnergies TTE ... 8 65.61 +0.32 ...
4.39 2.33 PHX Minerals PHX 2.5 5 3.59 –0.05.0225 158.34 120.97 QuestDiag DGX 2.3 18 123.48 –2.74 .71 8.90 5.71 ScullyRoyalty SRL 13.4 dd 5.86 –0.15 .17 47.35 30.66 Stride LRN ... 15 45.01 +0.62 ... 12.65 7.05 TownsquareMedia TSQ 8.3 cc 9.03 –0.43.1875
86.92 59.61 PJT Partners PJT 1.3 24 77.52 –2.01 .25 R 12.36 7.93 SculptorCapMgmt SCU 3.4 dd 11.71 –0.31 .06 306.93 200.80 Stryker SYK 1.1 40 285.28 –7.49 .75 195.65 130.07 ToyotaMotor TM 2.0 12 187.10 –2.102.4959
30.64 19.02 PLDT PHI 6.1 19 19.77 +0.16.8628 88.84 34.87 Sea SE ... 95 35.96 –3.32 ... 9.57 1.55 StudioCity MSC ... dd 5.20 –1.25 ... 6.70 2.48 Traeger COOK ... dd 3.01 –0.99 ...
170.28 110.31 PNC Finl PNC 5.1 8 120.85 –5.50 1.55 256.29 195.18 RBC Bearings RBC ... 44 235.59 –4.61 ... 16.18 10.03 SeabridgeGold SA ... dd 11.11 –0.03 ... 63.21 49.45 SturmRuger RGR 2.9 13 51.32 +1.09 .36 211.58 139.07 TraneTech TT 1.5 25 200.45 –2.04 .75
49.60 42.75 PNM Resources PNM 3.3 16 44.76 +0.99.3675 66.99 48.72 RB Global RBA 1.7 68 62.87 –2.31 .27 50.72 22.00 SeaDrill SDRL ... 7 44.58 –3.11 ... 16.96 14.42 SuburbanPropane SPH 8.9 11 14.68 –0.12 .325 10.40 7.55 Transalta TAC 1.8 13 9.15 –0.18.0405
133.09 36.53 POSCO PKX 1.3 33 106.48 –2.16.7334 11.89 10.07 RCF Acqn A RCFA ... 33 10.88 ... ... 56.43 31.26 SealedAir SEE 2.5 12 31.41 –3.70 .20 10.58 5.39 SumitomoMits SMFG 2.7 12 10.35 +0.40 .173 47.35 27.52 TrancntlRlty TCI ... 1 30.33 +0.16 ...
152.89 107.40 PPG Ind PPG 2.0 23 130.13 –3.67 .65 35.14 23.39 RELX RELX 2.0 31 34.05 –0.59.2195 68.19 44.38 SeaWorldEnt SEAS ... 12 47.01 –1.77 ... 8.81 5.42 SummitHotelProp INN 4.4 dd 5.48 –0.28 .06 940.00 499.63 TransDigm TDG ... 45 847.36 –17.34 ...
31.74 23.47 PPL PPL 3.8 26 25.13 –0.53 .24 24.28 13.62 RE/MAX RMAX 6.4 dd 14.31 –0.15 .23 33.51 18.86 SelectMedical SEM 1.9 16 25.99 +0.12 .125 39.56 22.80 SummitMaterials SUM ... 21 30.12 –1.88 ... 8.88 2.33 Transocean RIG ... dd 8.14 –0.17 ...
44.81 12.11 ProgHoldings PRG ... 11 30.89 –2.71 ... 16.38 9.85 REV REVG 1.3 38 15.50 +0.63 .05 9.84 5.52 SelectWater WTTR 2.5 13 8.04 –0.21 .05 21.49 13.00 SummitMidstream SMLP ... dd 13.45 –0.27 ... 14.19 6.77 TransportadGas TGS ... 11 10.91 –0.39 ...
11.64 9.95 ProofAcqnIA PACI ... 61 10.72 –0.04 ... 406.38 227.00 RH RH ... 20 263.91 –39.68 ... 2.94 0.51 SelectQuote SLQT ... dd 1.15 –0.09 ... 163.83 117.63 SunComms SUI 3.1 66 121.77 –3.97 .93 82.75 50.32 TransUnion TRU .6 63 73.42 –5.85 .105
38.96 20.32 PROS PRO ... dd 32.70 –0.15 ... 149.65 100.96 RLI RLI .8 9 139.99 +3.04 .27 84.13 68.27 Sempra SRE 3.3 18 71.82 –1.28 .595 53.21 37.96 SunLifeFinancial SLF 4.5 14 49.78 –0.77.5518 44.99 33.57 Travel+Leisure TNL 4.9 8 36.56 –1.97 .45
35.57 8.94 PSQ PSQH ... cc 10.71 –0.91 ... 12.92 9.27 RLJ Lodging RLJ 4.1 30 9.66 –0.42 .08 12.74 7.16 Semrush SEMR ... dd 8.12 –0.56 ... 10.43 5.72 SunCokeEnergy SXC 4.1 9 9.72 +0.13 .10 194.51 149.65 Travelers TRV 2.4 18 167.84 +3.04 1.00
13.41 8.75 P10 PX 1.1 cc 11.18 –0.08.0325 3.06 0.90 RLX Tech RLX ... 31 1.44 –0.06 ... 20.98 10.44 SendasDistrib ASAI .7 18 11.65 –1.02.0358 37.23 26.43 SuncorEnergy SU 4.6 10 33.88 –1.21.3868 12.51 4.90 Tredegar TG .0 dd 5.18 –0.06 .13
94.51 43.49 PVH PVH .2 26 75.36 –4.01.0375 11.40 6.24 RPC RES 1.6 7 8.77 +0.01 .04 54.34 36.41 SensataTech ST 1.3 15 36.84 –1.05 .12 15.40 2.97 SunlandsTech STG ... 1 4.85 –0.16 ... 55.30 40.56 TreeHouseFoods THS ... 45 45.33 –2.36 ...
158.66 110.56 PackagingCpAm PKG 3.4 16 149.06 –0.69 1.25 107.40 78.52 RPM RPM 1.8 25 94.22 –0.55 .42 79.19 57.36 SensientTech SXT 2.7 19 60.55 –3.24 .41 60.90 1.61 SunlightFinl SUNL ... dd 1.81 –0.18 ... 76.05 38.68 Trex TREX ... 49 63.96 –0.95 ...
35.33 19.51 PagerDuty PD ... dd 22.60 –1.02 ... 11.67 7.28 RPT Realty RPT 5.3 15 10.61 –0.86 .14 28.59 12.43 SentinelOne S ... dd 15.80 –1.00 ... 25.48 10.65 SunnovaEnergy NOVA ... dd 10.84 –2.02 ... 34.04 14.59 TriPointe TPH ... 6 27.37 –1.43 ...
16.02 7.51 PagSeguroDig PAGS ... 9 8.35 –0.66 ... 104.91 71.43 RTX RTX 3.3 19 71.58 –4.22 .59 3.94 1.86 SequansComms SQNS ... ... 2.85 +0.03 ... 48.72 37.10 Sunoco SUN 7.1 14 47.20 +1.11.842 9.56 7.19 TriconRes TCN 2.9 8 8.00 –0.48 .058
20.24 5.92 PalantirTech PLTR ... dd 14.13 –1.20 ... 25.50 14.75 RXO RXO ... cc 18.29 +0.02 ... 12.79 7.11 SeritageGrowth SRG ... dd 7.34 –0.44 ... 11.38 8.60 SunstoneHotel SHO 2.5 21 8.95 –0.37 .07 118.63 60.61 TriNet TNET ... 21 114.69 –3.34 ...
September 25, 2023 BARRON’S 41

D ATA NYSE NASDAQ ISSUES B A R R ON S .C OM / D ATA


–52-Week– Tick Div –52-Week– Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.

Five-Day Nasdaq Composite


31.68 20.07 TrinityIndustries TRN 4.1 27 25.29 +1.27 .26 30.10 17.63 Vishay VSH 1.6 8 24.46 –0.54 .10 A
30.54 7.43 Trinseo TSE .5 dd 8.42 –0.17 .01 45.69 29.52 VishayPrecision VPG ... 13 32.84 –0.99 ...
71.39 34.70 AAON AAON .6 32 56.95 –3.93 .08
17.33 10.70 TripleFlagPrecMtl TFPM 1.5 38 13.08 –0.09.0525 28.64 8.37 VistaEnergy VIST ... 8 27.41 +0.23 ...
33.99 13.73 AcadiaPharm ACAD ... dd 23.56 –1.16 ...
13.47 9.41 TriplePtVent TPVG15.4 dd 10.42 –0.36 .40 32.18 22.97 VistaOutdoor VSTO ... dd 31.63 +2.13 ...
29.88 9.19 ACELYRIN SLRN ... ... 10.04 –1.34 ...
10.92 9.88 TristarAcqnI TRIS ... 31 10.66 –0.02 ... 34.28 20.76 Vistra VST 2.5 9 33.22 +0.31 .206
29.14 19.68 ACI Worldwide ACIW ... 36 23.31 –0.23 ... Fed Up: After the Federal Reserve said it will keep rates high, investors
84.68 53.31 TritonIntl TRTN 3.4 8 82.85 –0.09 .70 79.92 39.74 VitalEnergy VTLE ... 1 52.46 –1.19 ...
3.83 1.68 AC Immune ACIU ... dd 2.97 –0.05 ...
13.33 7.39 TriumphGroup TGI ... 6 7.52 –1.27 ... 27.39 13.90 VitesseEnergy VTS 9.0 27 22.17 –0.63 .50 19.99 5.46 ACM Research ACMR ... 15 15.66 +0.14 ...
lost some exuberance. The Nasdaq Composite Index finished Friday at
17.61 10.58 Tronox TROX 3.8 dd 13.02 –0.66 .125 170.19 103.55 VMware VMW ... 51 167.23 +0.27 ...
22.31 13.52 TrueBlue TBI ... 30 14.39 +0.41 ... 33.08 16.55 Vontier VNT .3 16 30.34 +0.14 .025
18.68 6.51 ACV Auctions ACVA ... dd 14.59 –1.01 ... 13,212—off 3.6% for the week.
4.65 2.24 ADMA Biologics ADMA ... dd 3.51 –0.22 ...
51.26 25.56 TruistFinl TFC 7.4 6 28.07 –0.93 .52 26.76 12.31 VornadoRealty VNO .0 dd 22.42 –2.76 .375 23.21 7.00 Adtran ADTN 4.4 dd 8.26 +0.02 .09
24.78 14.36 TsakosEnergy TNP 3.6 2 19.71 +0.61 .40 78.11 58.63 VoyaFinancial VOYA 2.3 12 68.38 –1.10 .40 18.00 0.11 AerwinsTech AWIN ... 0 .13 –0.07 ... Monday Tuesday Wednesday Thursday Friday
8.00 0.61 Tupperware TUP ... dd 1.66 –0.26 ... 229.75 147.64 VulcanMatls VMC .9 37 200.62 –9.97 .43 17.72 9.91 AFC Gamma AFCG16.7 7 12.45 –0.48 .48
5.63 2.66 TurkcellIletism TKC 1.6 6 4.85 –0.30.0953 12.25 7.30 AGNC Invt AGNC14.7 dd 9.81 –0.26 .12 13,775
W
26.31 18.81 TurningPoint TPB 1.1 39 23.58 –0.47 .065 12.25 10.04 AIBAcqnA AIB ... dd 11.10 +0.06 ...
9.60 4.90 TutorPerini TPC ... dd 7.81 –0.07 ... 9.16 3.62 W&T Offshore WTI ... 5 4.12 –0.04 ... 11.57 10.02 ALSPOrchidI A ALOR ... cc 10.80 –0.06 ...
(Previous Friday Close)
3.12 0.77 Tuya TUYA ... dd 1.45 –0.11 ... 101.11 80.82 WEC Energy WEC 3.7 20 85.44 –0.82 .78 13.64 3.94 AlxOncology ALXO ... dd 5.03 –0.15 ... 13,625
79.70 41.00 Twilio TWLO ... dd 59.29 –3.43 ... 204.06 125.00 WEX WEX ... 42 198.78 –2.35 ... 27.46 9.96 AMC Networks AMCX ... dd 11.87 –0.01 ...
11.00 9.89 TwinRidgeCapA TRCA ... cc 10.42 –0.25 ... 94.96 60.79 WNS WNS ... 26 67.61 +2.67 ... 60.49 44.95 Amerisafe AMSF 2.6 15 51.49 +0.56 .34
11.00 9.87 twoA TWOA ... 54 10.48 –0.02 ... 85.94 56.27 W.P.Carey WPC 7.4 16 57.68 –6.401.071 42.11 24.34 A-MarkPrecMet AMRK 2.6 5 30.64 –1.04 .20
18.67 11.57 TwoHarbors TWO 17.1 dd 13.59 –0.38 .45 64.07 39.67 WPP WPP 5.6 16 45.21 –2.73.9536
65.89 30.53 ANI Pharm ANIP ... dd 58.52 –3.87 ... 13,475
426.83 281.11 TylerTech TYL ... cc 388.58 +13.20 ... 351.23 194.23 Ansys ANSS ... 51 302.91 –7.81 ...
30.10 15.04 WabashNational WNC 1.4 5 22.64 +0.77 .08
70.55 47.11 TysonFoods TSN 3.8 54 51.12 –3.42 .48 21.04 4.87 AN2 Therap ANTX ... dd 13.66 –1.07 ...
119.70 79.33 Wabtec WAB .6 28 106.18 –1.51 .17
50.58 30.67 APA APA 2.5 9 40.22 –2.24 .25
U 101.02 61.06 Walker&Dunlop WD 3.3 18 75.59 –6.77 .63 20.99 15.15 ARKRestaurants ARKR 4.9 11 15.28 –0.61.1875 13,325
8.26 2.16 Wallbox WBX ... ... 2.17 –0.50 ... 9.65 2.55 ARS Pharm SPRY ... dd 3.96 –3.30 ...
26.97 13.80 UBS Group UBS 2.2 2 25.35 –0.67 .55 165.85 128.07 Walmart WMT 1.4 31 162.35 –2.29 .57 771.98 363.15 ASML ASML .9 30 587.10 –9.561.6281 +1.90 -32.05 -209.06 -245.14 -12.18
45.46 36.17 UDR UDR 4.6 27 36.23 –2.00 .42 18.99 9.50 WarbyParker WRBY ... dd 12.35 –0.17 ... 11.48 9.95 A SPAC II ASCB ... 41 10.90 –0.13 ...
48.63 26.37 WarriorMetCoal HCC .6 5 45.74 –1.50 .07 13,175
43.19 22.45 UGI UGI 6.1 dd 24.15 –0.28 .375 0.30 0.05 A SPAC II Rt ASCBR ... ... .11 ... ...
70.57 49.64 U-Haul UHAL ... 3 56.41 –2.08 ... 146.12 124.23 WasteConnections WCN .7 42 137.57 –4.22 .255 10.21 3.55 AST Space ASTS ... dd 3.92 +0.08 ... 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4
68.29 43.62 U-Haul N UHAL.B .3 ... 53.90 –0.31 .04 173.71 148.31 WasteMgt WM 1.8 28 156.47 –4.01 .70 2.49 1.12 ATA Creativity AACG ... dd 1.14 +0.01 ...
18.87 13.73 UMH Prop UMH 5.8 dd 14.05 –0.45 .205 3.36 0.97 Waterdrop WDH ... 10 1.28 +0.03 ... 3.65 1.14 ATAI Life ATAI ... dd 1.31 –0.14 ... 52-Week Tick Div 52-Week Tick Div
60.59 44.67 Unitil UTL 3.5 17 46.11 –0.84.405 353.71 248.18 Waters WAT ... 24 269.00 –6.80 ... 50.27 32.16 ATN Intl ATNI 2.5 dd 33.05 –1.01 .21 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
23.00 15.87 USA Compression USAC 9.4 cc 22.29 +0.16 .525 383.83 228.61 Watsco WSO 2.7 24 356.38 +3.72 2.45 1.93 0.56 AVROBIO AVRO ... dd 1.52 –0.04 ... 38.87 20.64 Alpha&Omega AOSL ... 79 29.63 +0.11 ... 20.17 16.53 AresCapital ARCC10.0 12 19.22 –0.05 .48
69.60 48.61 UsanaHealth USNA ... 18 59.80 +0.33 ... 378.66 232.59 Watsco B WSO.B 2.7 25 364.19 –2.96 2.45 7.12 2.20 AXT AXTI ... dd 2.35 +0.03 ... 11.29 10.07 AlphaStarAcqn ALSA ... 43 11.05 +0.02 ... 550.76 333.07 argenx ARGX ... dd 505.83 –22.15 ...
46.86 13.79 US Cellular USM ... dd 40.68 –0.43 ... 192.93 120.78 WattsWater WTS .8 22 172.32 –5.96 .36 25.32 12.48 Abcam ABCM ... cc 22.55 –0.09 ... 6.48 1.62 AlphaTeknova TKNO ... dd 2.00 +0.15 ... 4.27 0.36 ArgoBlockchain ARBK ... dd 1.04 –0.04 ...
44.52 25.49 US Foods USFD ... 22 39.80 –0.78 ... 90.71 28.11 Wayfair W ... dd 59.34 –11.66 ... 14.97 4.88 AbCelleraBio ABCL ... dd 5.00 –0.34 ... 139.16 83.34 Alphabet A GOOGL ... 28 130.25 –7.15 ... 15.27 6.75 Arhaus ARHS ... 8 8.99 –0.99 ...
124.11 73.30 US PhysTherapy USPH 1.8 49 95.33 +1.56 .43 12.45 3.74 WeaveComms WEAV ... dd 8.51 –0.51 ... 3.71 1.13 Absci ABSI ... dd 1.47 –0.07 ... 139.93 83.45 Alphabet C GOOG ... 28 131.25 –7.05 ... 11.53 9.90 AriszAcqnA ARIZ ... 80 10.70 –0.01 ...
14.90 10.36 US Silica SLCA ... 7 13.71 –0.58 ... 56.46 31.03 WebsterFin WBS 4.0 8 40.21 –1.43 .40 4.66 3.43 AcaciaResearch ACTG ... dd 3.56 –0.10 ... 19.14 7.68 Alphatec ATEC ... dd 12.77 –0.69 ... 0.21 0.01 AriszAcqnRt ARIZR ... ... .12 –0.02 ...
95.57 58.75 WeisMarkets WMK 2.1 15 63.52 –0.74 .34 69.02 40.67 AcademySports ASO .7 7 46.76 –3.38 .09 11.48 10.05 AlphaTimeAcqn ATMC ... 63 10.50 ... ... 69.00 49.85 Arm ARM ... ... 51.32 –9.43 ...
6.98 2.84 UWM UWMC 8.0 65 4.97 –0.43 .10
48.84 35.25 WellsFargo WFC 3.4 10 41.23 –1.72 .35 89.85 66.87 AcadiaHealthcare ACHC ... 24 70.15 +0.06 ... 10.93 10.10 AlphaVestAcqn ATMV ... 74 10.57 +0.01 ... 12.20 8.56 ArmadaAcqnI AACI ... dd 10.70 –0.05 ...
49.49 22.94 Uber UBER ... dd 44.41 –3.11 ...
86.72 56.50 Welltower WELL 2.9 cc 82.83 –1.54 .61 17.01 6.83 Accolade ACCD ... dd 10.76 –1.47 ... 0.57 0.11 AlphaVestAcqnRt ATMVR ... ... .16 ... ... 11.67 9.93 ArogoCapA AOGO ... 23 10.65 –0.05 ...
350.63 143.59 Ubiquiti UI 1.7 21 144.10 –15.82 .60
185.23 112.08 WescoIntl WCC 1.0 10 147.14 –6.00 .375 10.94 9.87 AccretionAcqn ENER ... 58 10.48 +0.01 ... 14.92 4.82 AlpineImmune ALPN ... dd 11.52 –1.05 ... 26.64 13.86 ArrayTech ARRY ... 47 23.61 –1.55 ...
19.94 10.40 UiPath PATH ... dd 16.29 –1.27 ... 0.29 0.01 AccretionAcqnRt ENERR ... ... .07 –0.04 ...
4.11 2.13 UltraparPart UGP 1.7 16 3.74 –0.14.0516 91.44 67.41 WestFraserTimber WFG 1.7 dd 71.08 –2.45 .30 15.04 4.68 AlsetCapAcqnA ACAX ... 94 10.58 +0.01 ... 47.00 1.15 Arrival ARVL ... ... 1.18 –0.32 ...
415.73 206.19 WestPharmSvcs WST .2 54 372.51 –21.67 .19 4.30 1.81 Accuray ARAY ... dd 2.70 –0.03 ... 0.44 0.09 AlsetCapAcqnRt ACAXR ... ... .30 –0.02 ... 35.44 16.38 ArrowFinancial AROW 6.2 7 16.92 –0.80.2621
13.05 6.38 UnderArmour A UAA ... 8 6.85 –0.48 ... 4.86 0.55 AcelRxPharm ACRX ... dd .67 –0.25 ...
81.17 7.46 WestAllianceBcp WAL 3.2 5 45.28 –3.34 .36 78.49 43.17 AltairEngg ALTR ... dd 62.27 –3.15 ... 42.48 23.09 ArrowheadPharm ARWR ... dd 27.24 –1.68 ...
11.42 5.74 UnderArmour C UA ... 7 6.31 –0.40 ... 10.94 10.02 AchariVenturesI AVHI ... dd 10.66 ... ...
13.63 7.00 WstAstMtgCap WMC14.3 dd 9.82 –0.63 .35 11.86 9.96 AltEnergyA AEAE ... 37 10.50 +0.01 ... 11.74 9.95 ArtemisStratInvt ARTE ... 64 10.65 ... ...
10.54 5.85 Unifi UFI ... dd 6.85 –0.26 ... 3.00 0.75 AchillesTherap ACHL ... dd .89 ... ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

29.18 23.24 WesternMidstrm WES 8.4 10 26.72 +0.73.5625 17.17 2.34 Altimmune ALT ... dd 2.61 –0.31 ... 8.08 3.27 Arteris AIP ... dd 5.91 –0.64 ...
205.59 150.50 Unifirst UNF .8 30 164.94 –7.43 .31 18.96 5.77 AclarisTherap ACRS ... dd 6.65 –0.90 ... 63.00 43.75 ArtesianRscs A ARTNA 2.6 25 43.84 –3.00.284
14.84 10.07 WesternUnion WU 7.2 7 13.05 +0.42 .235 17.67 3.52 AltisourcePortf ASPS ... dd 4.16 –0.36 ...
55.99 42.44 Unilever UL 3.6 15 50.39 –0.35.4746 24.80 5.22 AcordaTherap ACOR ... dd 15.62 +0.27 ... 57.96 21.21 Arvinas ARVN ... dd 22.72 –1.68 ...
138.39 81.29 Westlake WLK 1.7 12 121.00 –6.27 .50 14.60 5.52 Alvotech ALVO ... dd 8.88 –0.26 ...
240.48 183.69 UnionPacific UNP 2.5 19 209.24 –4.08 1.30 25.47 8.06 AcrivonTherap ACRV ... dd 9.35 –1.20 ... 134.53 64.33 AscendisPharma ASND ... dd 95.06 –7.60 ...
39.30 26.84 WestRock WRK 3.1 dd 35.24 –1.29 .275 27.33 14.05 AmalgamFin AMAL 2.3 6 17.28 –0.38 .10
9.40 3.05 Unisys UIS ... dd 3.23 –0.14 ... 94.11 70.94 ActivisionBliz ATVI 1.1 34 93.92 +2.10 .99 15.60 7.69 AscentIndustries ACNT ... dd 8.80 +0.22 ...
14.20 9.42 Westwood WHG 6.0 dd 10.08 +0.10 .15 2.23 0.89 Amarin AMRN ... dd .93 –0.08 ...
8.97 5.36 UnitedMicro UMC 6.3 7 7.02 –0.27 .586 11.31 3.52 AcumenPharm ABOS ... dd 4.45 –1.08 ... 145.86 81.43 Amazon.com AMZN ... cc 129.12 –11.27 ... 263.59 161.32 AspenTech AZPN ... dd 198.64 +1.41 ...
130.80 2.61 WeWork WE ... dd 3.10 –1.21 ... 1.96 0.40 AcutusMedical AFIB ... dd .70 +0.18 ...
47.88 17.71 UnitedNatFoods UNFI ... 9 18.85 +0.05 ... 99.86 49.02 Ambarella AMBA ... dd 52.50 –4.61 ... 1.79 0.77 AssemblyBiosci ASMB ... dd .92 +0.01 ...
36.00 27.37 Weyerhaeuser WY 2.4 33 31.28 –1.27 .19 2.10 0.90 Adagene ADAG ... dd 1.29 –0.12 ...
197.80 153.51 UPS B UPS 4.2 13 153.78 –6.71 1.62 16.86 0.38 AmbrxBio AMAM ... dd 11.32 +2.02 ... 56.33 31.04 AstecIndustries ASTE 1.1 43 47.34 –0.84 .13
52.76 28.62 WheatonPrecMet WPM 1.4 32 43.33 –0.89 .15 2.65 0.68 Adaptimmune ADAP ... dd .78 –0.03 ...
492.33 256.23 UnitedRentals URI 1.4 13 433.29 –18.72 1.48 99.75 78.02 Amdocs DOX 2.0 18 85.70 –1.23 .435 76.56 52.65 AstraZeneca AZN 2.1 34 67.83 –0.44 .465
18.40 0.98 WheelsUp UP ... dd 2.39 –0.77 ... 10.79 4.95 AdaptiveBiotech ADPT ... dd 5.07 –0.99 ...
49.95 27.27 US Bancorp USB 5.8 9 33.38 –1.77 .48 107.60 69.36 Amedisys AMED ... cc 93.92 +0.19 ... 16.28 6.73 AstriaTherap ATXS ... dd 6.99 –0.93 ...
160.74 124.10 Whirlpool WHR 5.3 dd 130.92 –7.06 1.75 114.99 77.30 AddusHomeCare ADUS ... 26 85.72 +2.10 ...
32.52 17.89 US Steel X .6 6 32.00 +1.32 .05 19.08 11.65 AmerAirlines AAL ... 3 12.90 –0.41 ... 22.44 7.46 Astronics ATRO ... dd 15.60 –0.97 ...
1617.00 1172.00 WhiteMtnIns WTM .1 17 1558.21 –15.81 1.00 12.37 6.52 Adeia ADEA 1.9 dd 10.39 +0.44 .05
558.10 445.68 UnitedHealth UNH 1.5 23 506.10 +19.40 1.88 100.32 75.47 AEP AEP 4.2 21 79.17 –0.87 .83 17.21 11.10 AstroNova ALOT ... cc 12.40 –1.20 ...
10.74 8.15 WhitestoneREIT WSR 4.9 12 9.70 –0.28 .04 21.87 1.45 AdicetBio ACET ... dd 1.46 –0.25 ...
50.08 21.22 UnitySoftware U ... dd 31.61 –4.71 ... 43.94 25.26 AmerNatlBkshrs AMNB 3.2 12 36.98 –2.42 .30 5.64 1.25 AtaraBiotherap ATRA ... dd 1.79 +0.26 ...
15.32 7.19 WideOpenWest WOW ... dd 7.60 –0.02 ... 570.24 274.73 Adobe ADBE ... 46 512.90 –15.99 ...
57.83 43.64 Universal UVV 6.7 10 47.87 +0.11 .80 11.60 6.97 AmOutdoorBrands AOUT ... dd 9.75 +0.30 ... 6.32 2.94 AteaPharm AVIR ... dd 3.20 +0.02 ...
49.58 30.05 Wiley A WLY 3.8 dd 37.07 +0.42 .35
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

57.52 40.92 UniversalHealth UHT 7.0 31 41.16 –3.83 .72 3.78 1.17 AdvEmissions ADES ... dd 1.70 –0.01 ... 4.41 1.94 AthiraPharma ATHA ... dd 1.98 –0.04 ...
49.19 29.61 Wiley B WLYB 3.7 dd 37.47 +0.48 .35 14.22 3.76 AmerPubEduc APEI ... dd 5.11 +0.33 ...
126.38 68.00 AdvEnergyInds AEIS .4 21 99.62 –4.96 .10 50.15 35.70 AtlantaBravesC BATRK ... ... 37.04 +1.22 ...
158.57 82.50 UniversalHealthB UHS .6 13 127.02 +0.88 .20 17.52 10.11 AmerSoftware AMSWA 3.8 36 11.65 +0.37 .11
35.46 27.80 Williams WMB 5.3 16 33.62 –0.72.4475 132.83 54.57 AdvMicroDevices AMD ... dd 96.20 –5.29 ... 54.94 39.10 AtlantaBravesA BATRA ... ... 40.48 +1.22 ...
20.15 8.39 UnivInsurance UVE 4.8 74 13.39 +0.43 .16 17.37 3.20 AmerSupercond AMSC ... dd 7.62 –0.10 ...
146.29 109.22 Williams-Sonoma WSM 2.6 10 140.01 –3.98 .90 3.55 1.13 AdvantageSolns ADV ... dd 2.79 –0.07 ... 3.14 1.67 AtlanticAmerican AAME 1.0 cc 1.95 –0.04 .02
8.90 5.27 UnvlTechInst UTI ... cc 8.35 –0.12 ... 80.27 41.05 AmericanWoodmark AMWD ... 11 72.95 –2.30 ...
70.53 50.82 Winnebago WGO 2.1 8 59.58 –0.54 .31 8.99 1.16 Aemetis AMTX ... dd 4.24 –0.80 ... 11.12 9.79 AtlCoastal II A ACAB ... 66 10.63 +0.10 ...
51.15 36.27 UnumGroup UNM 2.9 7 49.96 +1.43 .365 127.96 52.24 AmerCarMart CRMT ... 54 89.85 –0.23 ...
5.31 4.32 Wipro WIT .2 19 5.02 –0.20.1225 30.79 12.29 AerovateTherap AVTE ... dd 13.36 +0.21 ... 29.87 20.49 AtlanticaSust AY 8.6 cc 20.75 –2.13.445
5.90 0.96 UpHealth UPH ... dd .98 –0.22 ... 54.24 28.33 AmerisBancorp ABCB 1.6 9 37.18 –2.21 .15
7.55 4.60 WisdomTree WT 1.7 11 7.09 –0.12 .03 124.33 74.91 AeroVironment AVAV ... dd 112.33 +0.95 ... 43.70 21.65 Atlanticus ATLC ... 7 29.87 –0.91 ...
17.68 12.91 UrbanEdgeProp UE 4.1 cc 15.75 –0.95 .16 4.12 2.41 AmeriServFin ASRV 4.5 11 2.68 –0.07 .03
119.65 35.92 Wolfspeed WOLF ... dd 38.12 –5.55 ... 10.97 9.95 AetheriumAcqnA GMFI ... dd 10.75 –0.19 ... 246.15 113.86 Atlassian TEAM ... dd 195.46 –7.57 ...
19.15 13.56 UtzBrands UTZ 1.7 cc 13.73 –0.60 .057 296.67 211.71 Amgen AMGN 3.2 18 267.70 +6.98 2.13
18.41 7.90 WolverineWwide WWW 4.8 dd 8.26 –0.17 .10 2.55 0.45 Affimed AFMD ... dd .46 –0.05 ... 29.40 11.02 AtourLifestyle ATAT .7 78 18.60 –0.90 .15
25.63 8.62 AffirmHldgs AFRM ... dd 20.18 –4.19 ... 14.10 9.10 AmicusTherap FOLD ... dd 12.26 –0.83 ...
V 26.93 19.11 WoodsideEnergy WDS14.1 6 23.12 –1.34 .80 31.38 16.13 AmkorTech AMKR 1.3 10 22.39 +0.14 .075 2.05 0.31 Atreca BCEL ... dd .32 –0.03 ...
33.09 22.18 WooriFinl WF 7.9 3 28.01 –0.31 .316 17.17 9.66 Afya AFYA ... 21 15.39 –0.29 ... 59.61 32.51 AtriCure ATRC ... dd 41.12 –3.53 ...
88.16 46.99 Agilysys AGYS ... cc 66.55 –2.23 ... 67.66 26.76 AmphastarPharm AMPH ... 23 45.51 –0.26 ...
36.50 16.77 VF VFC 6.9 58 17.47 –0.69 .30 116.00 60.28 Workiva WK ... dd 102.42 –7.59 ... 11.98 7.50 AmtechSystems ASYS ... 30 7.61 –0.16 ... 705.74 429.25 Atrion ATRI 2.1 28 429.25 –30.75 2.20
4.00 1.04 ViaOptronics VIAO ... dd 1.11 –0.03 ... 30.65 19.78 WorldKinect WKC 2.4 12 23.00 +0.19 .14 31.87 21.07 AgiosPharm AGIO ... dd 24.53 –1.56 ... 25.15 18.80 AuburnNatlBncp AUBN 5.0 7 21.39 –0.08 .27
4.85 2.38 Agora API ... dd 2.72 +0.22 ... 41.93 18.03 AmylyxPharm AMLX ... dd 18.48 –1.30 ...
35.07 29.29 VICI Prop VICI 5.6 14 29.73 –1.65 .415 77.42 38.01 WorthingtonInds WOR 1.9 13 68.66 +0.25 .32 200.10 133.48 AnalogDevices ADI 2.0 24 175.48 –2.66 .86 23.11 8.05 AudioCodes AUDC 3.6 24 10.11 –0.28 .18
11.64 5.37 Vizio VZIO ... cc 5.51 –0.43 ... 81.00 58.82 WyndhamHtls WH 2.0 21 71.75 –2.70 .35 28.95 16.75 AirT AIRT ... dd 22.30 +0.68 ... 19.18 8.13 AuraBiosciences AURA ... dd 9.25 –0.16 ...
29.55 14.39 AirTransportSvcs ATSG ... 11 20.74 –0.58 ... 32.44 16.51 AnaptysBio ANAB ... dd 16.87 –2.63 ...
13.70 6.01 VOC Energy VOC 11.6 7 8.92 –0.07 .21 15.24 6.81 AnavexLifeSci AVXL ... dd 6.89 –0.68 ... 11.64 10.01 AuraFatProjectsA AFAR ... 57 10.76 ... ...
XYZ 154.95 81.91 Airbnb ABNB ... 39 132.20 –10.55 ... 12.43 4.07 AuriniaPharm AUPH ... dd 8.35 –0.49 ...
6.68 3.12 VTEX VTEX ... ... 4.97 –0.46 ... 53.45 30.00 Andersons ANDE 1.4 21 51.36 +0.86 .185
9.94 2.69 AirSculptTech AIRS ... dd 6.62 –0.73 ... 3.92 1.10 AuroraInnov AUR ... dd 2.60 –0.78 ...
56.75 34.55 V2X VVX ... dd 50.05 +1.69 ... 5.00 1.62 XFinancial XYF 6.2 1 4.29 –0.11 .30 3.08 0.63 Anghami ANGH ... dd .67 –0.17 ...
109.05 70.65 AkamaiTech AKAM ... 36 107.55 +3.05 ... 11.57 10.02 AuroraTechA ATAK ... cc 10.84 ... ...
5.87 3.51 VaalcoEnergy EGY 5.2 11 4.25 –0.07.0625 76.77 24.75 XPO XPO ... 96 68.61 –2.43 ... 58.38 25.21 AkeroTherap AKRO ... dd 45.92 –6.32 ... 4.18 1.81 Angi ANGI ... dd 1.99 –0.21 ...
269.50 201.91 VailResorts MTN 3.4 34 244.26 –7.72 2.06 21.88 6.72 AngioDynamics ANGO ... dd 7.02 –0.28 ... 0.17 0.05 AuroraTechRt ATAKR ... ... .15 +0.02 ...
17.36 10.90 XeniaHotels XHR 3.5 25 11.51 –0.82 .10 14.38 4.17 Akoya AKYA ... dd 4.42 +0.08 ... 233.69 179.61 Autodesk ADSK ... 50 204.04 –9.31 ...
80.00 46.54 Valaris VAL ... 46 74.16 –1.52 ... 7.55 2.00 XinyuanRealEst XIN ... dd 2.83 +0.08 ... 67.67 44.92 Alarm.com ALRM ... 49 61.46 +1.96 ... 32.51 16.54 AnikaTherap ANIK ... dd 18.30 +0.83 ...
7.65 2.07 Annexon ANNX ... dd 2.41 –0.12 ... 3.54 1.60 AutolusTherap AUTL ... dd 2.34 –0.53 ...
19.31 12.22 Vale VALE 5.3 6 13.75 –0.57.4056 23.62 6.18 XPeng XPEV ... dd 16.44 –1.86 ... 11.28 10.17 AlchemyInv1 A ALCY ... ... 10.31 ... ...
94.75 19.83 ApellisPharm APLS ... dd 43.77 –0.67 ... 274.92 201.46 ADP ADP 2.1 29 239.35 –5.96 1.25
5.99 2.23 ValensSemicon VLN ... dd 2.47 –0.01 ... 26.00 8.15 Xperi XPER ... dd 9.98 –0.31 ... 10.07 4.98 Alector ALEC ... dd 6.88 +0.32 ...
51.69 36.62 ApogeeEnt APOG 2.0 10 47.54 –0.79 .24 16.85 4.61 AvadelPharm AVDL ... dd 11.34 –0.93 ...
152.20 97.73 ValeroEnergy VLO 2.8 5 145.27 +1.59 1.02 33.58 14.51 XponentialFit XPOF ... dd 16.11 –1.94 ... 9.20 5.64 AlgomaSteel ASTL 2.9 23 6.78 –0.14 .05 30.23 17.94 Avantax AVTA ... dd 25.52 –0.05 ...
28.94 12.01 Valhi VHI 2.5 54 12.82 +0.02 .08 118.58 84.16 Xylem XYL 1.5 48 90.90 –4.65 .33 33.20 22.58 Alico ALCO .8 dd 26.04 +1.21 .05 25.54 19.96 ApogeeTherap APGE ... ... 20.87 +0.30 ...
2.05 0.67 AveannaHealth AVAH ... dd 1.24 –0.16 ...
353.36 236.98 ValmontInds VMI 1.0 19 238.86 –0.07 .60 51.27 27.86 Yeti YETI ... 62 47.40 –0.27 ... 413.20 172.05 AlignTech ALGN ... 73 298.56 –33.53 ... 49.00 3.48 ApollomicsA APLM ... ... 3.76 –0.15 ...
7.13 3.40 AvePoint AVPT ... dd 6.73 ... ...
39.67 24.40 Valvoline VVV .0 dd 32.12 +0.05 .125 13.92 4.88 AlignmentHlthcr ALHC ... dd 6.60 +0.52 ... 201.91 94.73 AppFolio APPF ... dd 178.84 –1.14 ...
16.19 5.99 YPF YPF ... 3 12.87 +0.16 ... 39.80 21.15 AviatNetworks AVNW ... 34 32.38 –0.22 ...
23.65 2.34 Vapotherm VAPO ... dd 2.46 –0.93 ... 2.41 0.75 AligosTherap ALGS ... dd .76 –0.04 ... 54.26 29.80 Appian APPN ... dd 42.93 –2.96 ...
5.77 3.00 Yalla YALA ... 11 5.13 –0.01 ... 33.41 19.78 AvidTechnology AVID ... 37 26.83 ... ...
14.39 8.64 VectorGroup VGR 7.5 11 10.65 –0.17 .20 6.25 1.30 AlimeraSciences ALIM ... dd 3.09 –0.23 ... 198.23 124.17 Apple AAPL .5 29 174.79 –0.22 .24
1.82 0.82 YatsenHolding YSG ... dd 1.00 +0.01 ... 25.74 6.36 AvidityBio RNA ... dd 6.45 –0.56 ...
225.49 151.02 VeevaSystems VEEV ... 61 203.14 –5.87 ... 18.42 10.70 AlkamiTech ALKT ... dd 17.64 +0.28 ... 11.62 1.45 AppliedDigital APLD ... dd 5.29 +0.03 ...
47.59 25.30 Yelp YELP ... 70 41.49 –1.29 ... 12.75 7.02 AvidXchange AVDX ... dd 9.12 –0.65 ...
4.80 1.34 Velo3D VLD ... dd 1.41 –0.16 ... 33.71 21.75 Alkermes ALKS ... 51 29.02 –0.58 ... 155.26 71.12 ApplMaterials AMAT .9 18 136.17 –2.08 .32
14.35 4.03 Yext YEXT ... dd 6.23 –0.08 ... 251.26 131.83 AvisBudget CAR ... 4 182.00 –16.53 ...
15.55 7.81 VelocityFinl VEL ... 9 11.18 –0.29 ... 8.73 2.02 Allakos ALLK ... dd 2.17 –0.33 ... 16.26 1.60 AppliedOptoelec AAOI ... dd 9.58 –0.26 ...
3.85 0.78 YirenDigital YRD ... 1 2.50 –0.01 ... 51.65 35.45 Avnet AVT 2.6 6 47.69 –0.09 .31
3.58 1.03 Allbirds BIRD ... dd 1.13 –0.16 ... 2.90 0.50 AppliedTherap APLT ... dd 2.70 +0.84 ...
53.15 35.33 Ventas VTR 4.2 cc 42.56 –2.06 .45 10.00 3.03 Youdao DAO ... dd 3.65 –0.19 ... 2.01 1.32 Aware AWRE ... dd 1.50 –0.06 ...
130.93 62.94 AllegiantTravel ALGT 3.2 9 75.32 –9.31 .60 44.89 9.14 Applovin APP ... cc 37.76 –5.06 ...
18.98 10.22 VerisResidential VRE 1.2 dd 16.85 –0.81 .05 143.25 103.97 Yum!Brands YUM 1.9 25 125.00 –2.99 .605 201.00 49.78 AxcelisTechs ACLS ... 25 156.32 –10.95 ...
53.05 19.80 AllegroMicro ALGM ... 26 31.90 –0.89 ... 13.40 0.20 Appreciate SFR ... dd .22 ... ...
169.85 94.50 Veritiv VRTV 1.5 8 168.33 –0.02 .63 64.70 38.59 YumChina YUMC .9 33 57.44 –0.51 .13 49.25 2.59 AxcellaHealth AXLA ... dd 10.35 –5.25 ...
25.47 17.05 AllianceResource ARLP13.0 4 21.55 +0.79 .70 11.00 9.86 APxAcqnI A APXI ... 82 10.92 ... ...
42.58 31.25 Verizon VZ 8.0 7 33.28 –0.51 .665 29.38 11.00 ZimIntShipping ZIM 164.6 1 11.42 +0.426.40 229.95 109.31 AxonEnterprise AXON ... cc 195.42 –10.79 ...
59.73 47.19 AlliantEnergy LNT 3.5 20 51.25 –0.53.4525 7.97 1.31 ApyxMedical APYX ... dd 3.22 –0.69 ...
25.12 10.75 VermilionEnergy VET 1.9 2 13.98 –1.34.0749 30.05 16.27 ZTO Express ZTO .0 17 24.46 –0.70 .37 77.20 47.59 Axonics AXNX ... dd 54.90 –4.24 ...
44.88 25.14 Allient ALNT .4 21 30.50 –0.94 .03 2.69 0.72 AquestiveTherap AQST ... dd 1.58 –0.04 ...
11.58 1.00 VerticalAerospace EVTL ... dd 1.18 –0.01 ... 10.78 9.82 ZalatorisAcqn TCOA ... 82 10.50 –0.05 ... 91.29 38.87 AxsomeTherap AXSM ... dd 73.48 –1.78 ...
12.21 3.63 AllogeneTherap ALLO ... dd 3.65 –0.24 ... 2.46 0.11 Aravive ARAV ... dd .14 –0.02 ...
40.41 9.48 Vertiv VRT .0 78 36.45 –1.72 .01 2.19 1.05 ZeppHealth ZEPP ... dd 1.13 –0.05 ... 63.60 36.01 Azenta AZTA ... dd 48.24 –2.86 ...
4.69 2.08 Allot ALLT ... dd 2.17 –0.08 ... 3.15 1.85 ArbutusBiopharma ABUS ... dd 1.93 –0.11 ...
38.69 17.10 Viad VVI ... cc 26.78 –1.30 ... 11.28 5.78 ZetaGlobal ZETA ... dd 7.86 +0.04 ... 122.86 68.00 ArcBest ARCB .5 15 100.26 –1.67 .12 B
10.29 1.90 AlloVir ALVR ... dd 2.28 –0.23 ...
3.99 0.70 VicariousSurgical RBOT ... dd .71 –0.10 ... 5.24 2.16 ZeviaPBC ZVIA ... dd 2.34 –0.33 ... 242.97 169.85 AlnylamPharm ALNY ... dd 171.55 –13.44 ... 48.92 16.73 Arcellx ACLX ... dd 33.96 +0.90 ... 20.22 9.97 BCB Bancorp BCBP 5.6 5 11.40 –0.55 .16
48.16 16.53 Victoria'sSecret VSCO ... 7 17.18 –1.31 ... 2.11 0.89 Zhihu ZH ... dd .98 –0.07 ... 84.83 41.05 ArchCapital ACGL ... 14 80.96 +1.96 ... 5.51 3.14 BGC BGC .8 48 5.20 –0.12 .01
8.50 1.55 VinceHolding VNCE ... 2 1.55 –0.32 ... 149.25 102.60 ZimmerBiomet ZBH .8 49 116.85 –4.46 .24 35.60 0.81 Arcimoto FUV ... dd .84 –0.07 ... 37.83 22.93 BJsRestaurants BJRI ... 32 23.59 –3.11 ...
19.13 6.36 Vipshop VIPS ... 8 14.83 +0.14 ... 24.05 12.14 ZipRecruiter ZIP ... 24 12.62 –2.43 ... Nasdaq Issues includes stocks traded on the Nasdaq 14.22 7.85 ArcoPlatform ARCE ... dd 13.74 –0.01 ... 110.85 74.40 BOK Fin BOKF 2.7 8 78.93 –4.51 .54
6.61 1.70 VirginGalactic SPCE ... dd 1.71 –0.34 ... 194.99 124.15 Zoetis ZTS .8 37 176.68 –3.57 .375 Global Select and Nasdaq Global Market tiers. They are 37.75 13.02 ArcturusTherap ARCT ... 9 27.24 –1.30 ... 32.12 19.26 BRP Group BRP ... dd 24.67 –1.59 ...
eligible for inclusion on the basis of SEC-approved
2.68 0.22 VirnetX VHC .0 dd .29 +0.03 1.00 12.12 5.45 Zuora ZUO ... dd 8.44 –0.32 ... market value of publicly-held shares, trading volume, 20.64 5.28 ArcutisBiotherap ARQT ... dd 5.38 –1.43 ... 92.74 58.71 BRP DOOO .7 8 74.34 –3.12 .132
250.06 174.60 Visa V .8 30 235.08 –5.99 .45 30.87 19.29 ZurnElkayWater ZWS 1.0 cc 27.62 –0.84 .07 price and number of market-makers. 5.13 1.09 Ardelyx ARDX ... dd 3.95 –0.60 ... 60.72 24.95 B RileyFin RILY 10.0 27 39.99 –5.75 1.00
42 BARRON’S September 25, 2023

D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA


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.
8.19 3.50 Backblaze BLZE ... dd 5.97 –0.83 ... 34.38 25.80 CSX CSX 1.4 16 31.20 +0.35 .11 75.00 46.75 CogentComm CCOI 5.7 3 65.46 –0.07 .945 196.00 154.24 DiamondHillInvt DHIL 3.7 10 162.13 –1.39 1.50 8.82 3.45 EVgo EVGO ... dd 3.59 –0.35 ...
160.88 73.58 Baidu BIDU ... 21 132.35 –3.29 ... 29.25 10.66 CVB Fin CVBF 4.9 9 16.26 –1.05 .20 59.51 40.21 Cognex CGNX .7 43 42.41 –1.36 .07 168.95 110.97 DiamondbkEner FANG 2.2 8 150.57 –5.18 .84 11.49 6.51 Evolus EOLS ... dd 9.19 –0.25 ...
13.58 4.25 Baijiayun RTC ... ... 4.34 –0.32 ... 19.34 0.59 CabalettaBio CABA ... dd 15.82 +0.01 ... 3.51 1.07 CognitionTherap CGTX ... dd 1.33 +0.07 ... 43.68 28.45 DigiIntl DGII ... 35 28.58 –2.67 ... 13.49 7.80 Evotec EVO ... dd 10.35 –1.85 ...
37.58 20.42 BakerHughes BKR 2.3 31 35.40 –0.76 .20 11.93 10.05 CactusAcqn1 A CCTS ... cc 10.83 –0.11 ... 72.71 51.33 CognizantTech CTSH 1.7 16 69.61 –0.56 .29 38.35 12.45 Digimarc DMRC ... dd 32.53 –0.99 ... 4.20 2.04 Exagen XGN ... dd 2.35 –0.08 ...
143.88 116.68 Balchem BCPC .6 41 127.19 –7.59 .71 248.16 138.76 CadenceDesign CDNS ... 71 230.66 –3.42 ... 6.23 2.31 CognyteSoftware CGNT ... dd 4.90 –0.35 ... 12.00 10.05 DigitalHealth DHAC ... dd 11.91 +0.11 ... 11.10 9.96 ExcelFinAcqnA XFIN ... dd 10.58 +0.02 ...
7.10 3.59 BallardPower BLDP ... dd 3.65 –0.56 ... 60.27 31.31 CaesarsEnt CZR ... 14 46.00 –6.87 ... 10.99 3.60 CoherusBioSci CHRS ... dd 4.46 –0.46 ... 29.80 12.34 DigitalWorldA DWAC ... dd 16.28 +0.28 ... 22.80 14.87 Exelixis EXEL ... 43 21.48 –0.33 ...
104.00 68.44 BancFirst BANF 2.0 13 84.09 –5.27 .43 9.99 3.51 Caesarstone CSTE ... dd 4.35 –0.26 ... 43.99 25.20 Cohu COHU ... 23 34.22 –0.61 ... 36.51 15.57 DimeCommBcshs DCOM 5.2 5 19.33 –1.31 .25 44.37 35.19 Exelon EXC 3.6 19 40.21 –1.44 .36
29.07 9.20 Bandwidth BAND ... dd 11.44 –1.13 ... 65.32 43.29 Cal-MaineFoods CALM 6.3 3 48.27 +2.19 .755 114.43 31.55 CoinbaseGlbl COIN ... dd 70.96 –11.19 ... 97.45 61.51 Diodes DIOD ... 10 75.24 –1.88 ... 38.24 27.16 ExlService EXLS ... 28 28.01 –1.08 ...
49.52 30.72 BankOZK OZK 3.9 7 36.56 –1.88 .36 5.36 0.29 CalAmp CAMP ... dd .40 –0.19 ... 30.22 15.40 CollegiumPharm COLL ... dd 22.26 –0.39 ... 57.70 11.80 DiscMedicine IRON ... dd 48.91 –4.09 ... 25.39 9.96 eXpWorld EXPI 1.2 cc 16.63 –0.77 .05
30.86 22.05 Bank7 BSVN 3.5 6 23.69 –1.31 .21 38.97 22.64 CalavoGrowers CVGW 1.5 dd 26.49 –2.04 .10 129.95 84.16 ColliersIntl CIGI .3 cc 102.43 –8.80 .15 11.17 10.15 DistokenAcqn DIST ... cc 10.50 ... ... 124.95 82.39 Expedia EXPE ... 18 100.87 –6.04 ...
10.60 7.17 BankFinancial BFIN 4.6 10 8.65 –0.07 .10 26.17 12.78 CaliforniaBncp CALB ... 7 20.36 +1.03 ... 13.97 4.27 Collplant CLGN ... dd 5.97 –0.88 ... 0.49 0.10 DistokenAcqnRt DISTR ... ... .20 ... ... 128.04 86.08 ExpeditorsIntl EXPD 1.2 17 113.91 –4.53 .69
31.61 21.22 BankwellFinl BWFG 3.3 5 24.58 –0.44 .20 25.64 10.82 CalliditasTherap CALT ... dd 18.43 +2.47 ... 14.47 8.59 ColonyBankcorp CBAN 4.5 8 9.76 –0.36 .11 28.33 12.83 DistributionSoln DSGR ... 42 24.12 –1.18 ... 16.33 3.21 Expensify EXFY ... dd 3.31 –0.15 ...
75.72 41.57 Banner BANR 4.5 7 42.32 –1.02 .48 20.50 12.50 CalumetSpecialty CLMT ... dd 19.02 –0.48 ... 35.53 17.54 ColumbiaBanking COLB 7.4 9 19.52 –1.37 .36 3.30 0.61 DiversifiedHlthcr DHC 1.8 dd 2.25 –0.06 .01 112.75 85.27 Exponent EXPO 1.2 44 85.67 –6.17 .26
8.62 3.07 Baozun BZUN ... dd 3.27 –0.17 ... 24.19 6.93 CambiumNtwks CMBM ... 9 7.00 –0.23 ... 22.37 14.11 ColumbiaFinl CLBK ... 26 15.50 –0.95 ... 1.36 0.65 DixieGroup DXYN ... dd .71 –0.06 ... 11.52 4.09 Exscientia EXAI ... dd 5.17 +0.03 ...
100.85 75.94 BarrettBus BBSI 1.3 13 89.31 –2.28 .30 44.98 27.92 CamdenNational CAC 6.0 8 28.20 –1.76 .42 98.32 65.02 ColumbiaSportswr COLM 1.7 15 69.95 –1.81 .30 24.65 9.03 dLocal DLO ... 44 18.87 –1.43 ... 32.73 12.09 ExtremeNetworks EXTR ... 41 24.18 +0.32 ...
19.99 13.30 BassettFurniture BSET 5.2 7 13.79 ... .18 61.48 20.83 Camtek CAMT ... 35 57.05 +0.87 ... 42.87 23.54 ColumbusMcKinn CMCO .8 20 34.18 –1.41 .07 46.52 23.40 Docebo DCBO ... cc 39.01 –2.32 ... 15.63 2.19 EyePointPharm EYPT ... dd 8.45 –2.03 ...
21.07 15.02 BayCom BCML 1.8 8 19.10 –0.01 .10 3.98 1.73 Canaan CAN ... dd 1.80 –0.08 ... 47.46 28.39 Comcast A CMCSA 2.6 29 45.30 –0.04 .29 69.45 39.57 DocuSign DOCU ... dd 41.50 –2.45 ... 10.68 7.05 Ezcorp EZPW ... 19 7.76 –0.20 ...
87.46 50.42 BeaconRoof BECN ... 15 76.03 –0.94 ... 45.29 25.51 CanadianSolar CSIQ ... 4 25.81 –1.53 ... 72.60 45.55 CommerceBcshrs CBSH 2.3 12 47.18 –1.34 .27 1.31 0.47 Dogness DOGZ ... dd .50 –0.02 ...
F
54.30 22.70 BeamTherap BEAM ... dd 23.76 –1.29 ... 3.59 0.98 CandelTherap CADL ... dd 1.14 –0.12 ... 11.96 4.03 CommVehicle CVGI ... dd 7.83 +0.04 ... 170.36 104.09 DollarTree DLTR ... 19 104.50 –7.85 ...
1.39 0.74 BeasleyBroadcast BBGI ... dd .89 +0.02 ... 4.77 0.35 CanopyGrowth CGC ... dd .84 –0.51 ... 13.73 3.04 CommScope COMM ... dd 3.32 –0.23 ... 20.18 9.35 Domo DOMO ... dd 9.57 –0.28 ... 36.74 10.30 FARO Tech FARO ... dd 15.13 –0.81 ...
280.62 124.46 BeiGene BGNE ... dd 190.58 –9.74 ... 8.29 2.77 Cantaloupe CTLP ... ... 6.07 –0.69 ... 48.05 32.68 CmntyTrBcp CTBI 5.4 8 33.85 –1.21 .46 15.76 13.05 DonegalGroup A DGICA 4.5 cc 14.96 +0.10 .17 167.89 127.05 F5 FFIV ... 29 158.66 +0.19 ...
69.21 27.34 BelFuse A BELFA .5 9 44.65 –2.05 .06 31.60 18.00 CanterburyPark CPHC 1.4 8 19.40 –0.54 .07 15.23 10.38 CommWestBcshs CWBC 2.5 10 12.66 +0.32 .08 20.18 12.55 DonegalGroup B DGICB 4.4 cc 14.00 +0.13.1525 3.18 1.18 FGFinancial FGF ... 2 1.35 ... ...
63.18 24.00 BelFuse B BELFB .6 8 45.20 –0.13 .07 25.30 15.32 CapitalBancorp CBNK 1.4 7 18.68 –0.75 .08 78.80 50.61 CommVaultSys CVLT ... dd 68.09 +0.36 ... 33.18 22.51 DorchesterMnls DMLP12.8 10 28.86 +0.13.6768 4.06 0.15 FLJ FLJ ... 0 .23 –0.12 ...
16.50 1.69 Beneficient BENF ... dd 2.69 –0.21 ... 36.86 28.03 CapitalCityBank CCBG 2.8 9 28.84 –1.42 .20 11.32 9.72 CompassDigitalAcqn CDAQ ... 37 10.48 ... ... 102.25 73.32 DormanProducts DORM ... 27 73.89 –4.75 ... 61.81 52.45 FRP Holdings FRPH ... cc 55.46 –2.00 ...
55.37 30.51 BentleySystems BSY .4 cc 48.82 –0.72 .05 16.10 11.93 CapitalProduct CPLP 4.3 3 13.99 –0.36 .15 16.00 1.97 CompleteSolaria CSLR ... dd 2.30 –0.51 ... 11.09 7.23 DoubleDown DDI ... dd 8.85 –0.40 ... 10.66 9.78 FTACEmeraldA EMLD ... ... 10.42 –0.01 ...
10.74 6.23 Berry(bry) BRY 5.9 2 8.15 –0.06 .02 22.92 16.28 CapitalSouthwest CSWC 9.6 14 22.45 +0.35 .06 7.90 4.26 CompoSecure CMPO ... 10 6.47 –0.15 ... 2.12 0.90 DouYuIntl DOYU ... 34 .96 ... ... 37.98 14.29 FTAI Aviation FTAI ... 52 33.85 –2.24 ...
62.91 0.52 BetterHome&Fin BETR ... 3 .54 –0.10 ... 11.77 9.90 CapitalworksEMA CMCA ... 65 10.89 +0.15 ... 32.91 14.09 ComputerPrograms CPSI ... 43 14.72 –1.01 ... 34.49 10.69 DraftKings DKNG ... dd 27.76 –3.28 ... 3.75 2.22 FTAI Infra FIP 3.8 dd 3.20 –0.33 .03
22.87 9.41 BeyondMeat BYND ... dd 9.56 –0.79 ... 8.96 4.82 CapitolFedFin CFFN 6.9 11 4.91 –0.34 .085 10.36 6.05 ComputerTask CTG ... 63 10.35 +0.04 ... 28.75 1.38 DragonflyEnergy DFLI ... dd 1.68 –0.03 ... 3.87 1.27 FTC Solar FTCI ... dd 1.39 –0.03 ...
33.49 18.84 BicycleTherap BCYC ... dd 20.09 –0.75 ... 19.98 11.22 CapStarFin CSTR 3.1 9 13.97 –0.24 .11 1.97 0.53 comScore SCOR ... dd .58 –0.02 ... 32.97 12.98 DrivenBrands DRVN ... 17 13.04 –0.61 ... 32.70 0.80 FangddNetwork DUO ... ... .82 –0.43 ...
13.90 6.78 Big5SportingGds BGFV14.2 19 7.03 –0.20 .25 12.81 1.66 CaraTherap CARA ... dd 1.67 –0.67 ... 16.87 8.31 ComtechTel CMTL 4.7 dd 8.48 –0.05 .10 28.68 18.71 Dropbox DBX ... 18 26.89 –0.06 ... 9.54 4.35 Fanhua FANH ... 11 7.35 –0.07 ...
16.97 6.81 BigCommerce BIGC ... dd 9.71 –0.77 ... 19.57 2.57 Cardlytics CDLX ... dd 14.40 –4.75 ... 151.82 70.58 Concentrix CNXC 1.5 10 73.00 –0.89 .275 9.23 5.11 DuluthHoldings DLTH ... dd 5.65 –0.29 ... 6.83 1.75 FarmerBros FARM ... dd 2.63 –0.02 ...
29.46 8.23 Bilibili BILI ... dd 13.65 –0.15 ... 4.51 1.04 Carecloud CCLD ... dd 1.16 –0.13 ... 4.95 2.70 Conduent CNDT ... dd 3.45 +0.32 ... 168.40 64.73 Duolingo DUOL ... dd 152.67 –6.86 ... 59.43 43.73 Fastenal FAST 2.6 28 54.21 –1.01 .35
90.63 68.00 Bio-Techne TECH .5 39 69.35 –4.30 .08 20.71 6.22 CareDx CDNA ... dd 7.66 –0.26 ... 41.22 16.60 Confluent CFLT ... dd 29.41 –2.77 ... 15.12 9.42 DynavaxTechs DVAX ... 19 13.64 –0.01 ... 12.89 9.94 FatProjectsAcqn FATP ... dd 11.15 +0.03 ...
11.73 1.78 BioAtla BCAB ... dd 1.79 –0.29 ... 7.83 1.83 CareMax CMAX ... dd 2.10 –0.08 ... 2.08 1.07 Conifer CNFR ... dd 1.30 –0.16 ... 15.60 8.04 DyneTherap DYN ... dd 9.09 –0.17 ... 23.96 2.10 FateTherap FATE ... dd 2.11 –0.09 ...
15.00 9.76 BioceresCrop BIOX ... 43 11.13 –0.08 ... 24.22 9.14 CarGurus CARG ... 7 17.53 –0.11 ... 1.58 0.53 ConnectBiopharma CNTB ... dd .73 –0.03 ... E 11.99 9.95 FeutuneLightA FLFV ... 80 10.67 +0.01 ...
14.50 6.62 BioCryst BCRX ... dd 7.35 +0.50 ... 11.52 3.96 CaribouBio CRBU ... dd 5.09 –0.77 ... 26.55 13.11 ConnectOneBncp CNOB 3.9 7 17.58 –1.00 .17 0.53 0.01 FeutuneLightRt FLFVR ... ... .12 +0.02 ...
11.32 3.02 ECARX ECX ... dd 3.40 –0.09 ... 25.69 0.70 FibroGen FGEN ... dd .79 –0.08 ...
2.53 0.96 Biodesix BDSX ... dd 1.47 +0.08 ... 13.00 2.75 CarismaTherap CARM ... dd 3.94 –1.06 ... 11.69 3.07 Conn's CONN ... dd 3.92 –0.08 ... 12.65 5.78 EDAP TMS EDAP ... dd 6.49 –0.38 ...
319.76 194.45 Biogen BIIB ... 14 257.68 +2.89 ... 38.32 24.59 Carlyle CG 4.6 27 30.44 –3.11 .35 65.68 24.84 ConsensusCloud CCSI ... 7 25.24 +0.12 ... 52.90 35.51 FidelityD&D FDBC 3.2 9 45.39 –1.61 .36
0.28 0.03 EFHuttonAcqnIRt EFHTR ... ... .17 –0.03 ... 9.28 5.89 FiestaRestaurant FRGI ... dd 8.46 ... ...
117.77 80.53 BioMarinPharm BMRN ... cc 86.51 –1.65 ... 15.89 11.23 CarlyleSecured CGBD10.0 10 14.78 –0.15 .07 5.55 2.10 ConsldComm CNSL ... dd 3.54 +0.03 ... 11.37 9.98 EFHuttonAcqnI EFHT ... cc 10.65 +0.07 ...
43.69 6.04 BiomeaFusion BMEA ... dd 14.62 –0.54 ... 7.44 3.80 CarParts.com PRTS ... dd 4.02 –0.10 ... 31.85 13.38 ConsldWater CWCO 1.3 36 29.26 –1.74 .095 38.06 22.11 FifthThirdBncp FITB 5.4 7 25.70 –1.74 .35
11.10 10.05 EsgenAcqn ESACU ... ... 11.05 –0.05 ... 26.86 13.84 FinInstitutions FISI 7.1 5 16.95 –0.07 .30
10.90 0.93 Bionomics BNOX ... dd 1.07 –0.14 ... 7.75 1.31 CarrolsRestr TAST ... dd 6.22 +0.25 ... 112.68 71.16 ConstellationEner CEG 1.0 46 110.36 +0.43 .282 11.70 10.13 EsgenAcqnA ESAC ... dd 11.14 +0.03 ...
188.99 95.50 BioNTech BNTX ... 6 104.64 –8.42 ... 18.84 12.35 CarterBkshrs CARE ... 6 12.88 –0.78 ... 36.69 24.12 ConstructionPtrs ROAD ... 60 35.57 –0.08 ... 60.00 5.48 FinchTherap FNCH ... dd 5.88 +0.14 ...
24.72 0.79 ESGL ESGL ... dd .91 +0.06 ... 11.50 10.06 FinnovateAcqnA FNVT ... 82 10.86 +0.05 ...
11.68 10.02 BioPlusAcqnA BIOS ... 52 10.81 +0.03 ... 11.65 9.99 CartesianGrwIIA RENE ... 24 10.78 +0.01 ... 13.75 4.64 ConsumerPtfo CPSS ... 3 9.18 –0.14 ... 10.14 10.05 ESH Acqn A ESHA ... ... 10.10 ... ...
14.75 1.95 BioraTherap BIOR ... dd 2.13 –0.13 ... 12.67 10.09 CarticaAcqnA CITE ... 36 10.77 +0.04 ... 32.10 4.12 ContextLogic WISH ... dd 4.21 –0.28 ... 0.31 0.08 FintechEcoRt FEXDR ... ... .14 –0.01 ...
1.35 0.15 ESH Acqn Rt ESHAR ... ... .25 +0.09 ... 10.55 7.61 FinWiseBancorp FINW ... 6 9.08 +0.03 ...
8.22 2.75 Biote BTMD ... dd 5.25 ... ... 3.97 0.79 CasaSystems CASA ... dd .82 –0.02 ... 47.39 26.14 Copart CPRT ... 34 43.16 –0.72 ... 21.80 12.79 ESSA Bancorp ESSA 3.9 7 15.25 –0.17 .15
8.29 0.80 Bioventus BVS ... dd 2.93 –0.12 ... 95.78 70.07 CasellaWaste CWST ... cc 77.56 –5.80 ... 6.09 2.71 CorMedix CRMD ... dd 3.67 –0.24 ... 15.89 10.07 FirstAdvantage FA .0 43 13.98 –0.20 1.50
19.69 11.51 EagleBncpMT EBMT 4.7 8 12.04 –0.15 .14 49.00 26.26 FirstBancorpNC FBNC 3.2 8 27.26 –1.40 .22
2.16 0.38 Bitfarms BITF ... dd 1.06 –0.11 ... 284.18 197.22 CaseysGenStores CASY .6 23 277.86 –0.98 .43 20.72 10.96 CorsairGaming CRSR ... cc 14.59 –0.61 ...
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40.85 15.04 EaglePharm EGRX ... 17 15.70 –0.51 ... 32.05 22.50 FirstBancorp FNLC 6.0 7 23.28 –0.84 .35
6.85 1.18 BlackDiamond BDTX ... dd 3.41 –0.14 ... 51.48 33.52 CassInfoSys CASS 3.1 16 37.78 –0.62 .29 228.94 135.81 Corvel CRVL ... 48 190.74 –8.75 ... 27.60 2.20 Eargo EAR ... dd 2.23 –0.19 ...
78.71 43.54 Blackbaud BLKB ... dd 72.12 –0.71 ... 30.08 9.26 CastleBiosci CSTL ... dd 16.52 –0.78 ... 4.19 0.61 CorvusPharm CRVS ... dd 1.53 –0.05 ... 35.90 22.82 FirstBancshares FBMS 3.5 10 26.31 –1.74 .23
80.98 33.86 EastWestBncp EWBC 3.6 6 53.38 –1.48 .48
77.90 48.22 BlackLine BL ... cc 54.60 –1.02 ... 47.30 27.24 CathayGenBncp CATY 3.9 7 34.82 –2.35 .34 92.36 65.12 CoStar CSGP ... 82 78.06 –1.06 ... 16.23 8.59 FirstBank FRBA 2.2 6 10.84 –0.41 .06
21.54 9.93 EasternBankshares EBC 3.2 dd 12.44 –1.27 .10
3.95 3.03 BlackRockCapInvt BKCC10.5 26 3.80 ... .10 318.00 193.91 CavcoIndustries CVCO ... 10 263.44 –12.87 ... 571.16 447.90 Costco COST .7 41 558.59 +2.23 1.02 27.98 16.26 FirstBusey BUSE 5.0 8 19.15 –0.75 .24
24.35 15.30 Eastern EML 2.4 16 18.29 –0.29 .11
13.65 9.60 BlkRkTCPCap TCPC11.4 40 11.97 –0.18 .10 16.73 8.41 CECO Env CECO ... 36 16.45 +0.48 ... 22.50 10.19 Couchbase BASE ... dd 17.45 –2.06 ... 39.88 24.57 FirstBusFinSvcs FBIZ 3.1 7 29.75 –0.81.2275
14.04 2.52 EbangIntl EBON ... dd 7.54 –0.09 ...
0.14 0.01 bleuacaciaRt BLEUR ... ... .05 ... ... 8.29 3.80 CellebriteDI CLBT ... dd 7.44 +0.05 ... 57.57 27.06 CovenantLogist CVLG .9 7 43.56 –1.53 .11 1512.07 505.84 FirstCitizBcshA FCNCA .2 2 1370.14 +52.28 .75
52.23 35.92 eBay EBAY 2.3 17 43.13 –1.43 .25
12.80 9.99 BlockchainCoinIA BCSA ... cc 10.81 +0.02 ... 4.04 1.58 Cellectis CLLS ... dd 1.72 ... ... 121.17 66.28 CrackerBarrel CBRL 7.8 15 66.75 –2.68 1.30 39.39 22.55 FirstCommBkshs FCBC 3.9 10 29.68 –1.13 .29
32.87 10.75 Ebix EBIX 2.6 11 11.60 –2.73 .075
28.67 17.96 Bloomin'Brands BLMN 4.0 9 24.30 –2.30 .24 8.65 3.00 CentessaPharm CNTA ... dd 6.08 –0.88 ... 6.85 3.89 CreativeMedia CMCT 8.4 dd 4.07 –0.13 .085 26.72 17.99 FirstFinBncpOH FFBC 4.8 7 19.31 –0.96 .23
24.80 14.67 EchoStar SATS ... 13 17.88 –0.90 ...
28.80 7.14 BlueBird BLBD ... dd 19.45 –0.21 ... 2.52 0.61 Centogene CNTG ... ... 1.14 +0.08 ... 576.05 358.00 CreditAcceptance CACC ... 19 470.17 –34.00 ... 46.08 25.01 FirstFinBkshs FFIN 2.9 16 25.25 –2.18 .18
11.48 5.53 EdgewiseTherap EWTX ... dd 5.99 –0.43 ...
13.17 8.14 BlueFoundryBncp BLFY ... dd 8.40 –0.51 ... 48.48 35.60 CentralGarden CENT ... 21 46.69 –0.23 ... 19.46 7.20 CredoTech CRDO ... dd 14.87 –0.09 ... 49.90 31.00 FirstFinIN THFF 3.2 6 33.25 –2.75 .54
3.17 0.45 Edgio EGIO ... dd .86 +0.10 ...
11.42 10.01 BlueOceanA BOCN ... 46 10.71 +0.01 ... 45.93 33.69 CentralGardenA CENTA ... 19 42.25 +0.11 ... 17.30 12.55 CrescentCapBDC CCAP 9.6 20 17.15 +0.37 .41 15.75 9.70 FirstFinNW FFNW 4.1 11 12.76 +0.01 .13
14.23 6.33 EditasMedicine EDIT ... dd 7.85 –0.54 ...
10.96 10.01 BlueWorldA BWAQ ... 81 10.83 –0.05 ... 12.97 5.27 CenturyAluminum CENX ... dd 6.82 –0.70 ... 9.59 4.79 Cresud CRESY .0 10 6.85 –0.38.1326 25.19 10.79 FirstGuarBcshs FGBI 5.6 7 11.34 +0.09 .16
4.00 1.00 EducDev EDUC ... dd 1.05 –0.38 ...
0.73 0.02 BlueWorldRt BWAQR ... ... .17 +0.03 ... 11.95 2.10 CenturyTherap IPSC ... dd 2.17 –0.08 ... 17.89 7.15 Cricut CRCT .0 41 8.97 –0.28 1.00 28.28 15.08 FirstHawaiian FHB 5.7 8 18.19 –0.07 .26
23.24 3.32 EHang EH ... dd 17.57 +0.36 ...
2.38 1.55 Ceragon CRNT ... cc 1.95 +0.04 ... 35.31 9.68 FirstInternetBncp INBK 1.4 10 16.88 –1.01 .06
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

8.58 2.78 bluebirdbio BLUE ... dd 3.04 –0.31 ... 31.00 15.23 CrineticsPharm CRNX ... dd 28.82 –0.67 ... 10.57 2.67 eHealth EHTH ... dd 7.50 +0.45 ...
68.63 37.82 BlueprintMed BPMC ... dd 49.52 –1.10 ... 36.79 12.82 Cerence CRNC ... dd 20.83 –0.44 ... 36.76 22.54 Criteo CRTO ... cc 28.11 –1.19 ... 8.35 0.30 EigerBioPharma EIGR ... dd .36 –0.04 ... 46.34 21.03 FirstInterBanc FIBK 7.8 9 24.17 –1.48 .47
2.03 1.01 BoltBiotherap BOLT ... dd 1.04 –0.05 ... 24.96 10.60 Certara CERT ... cc 14.08 –0.02 ... 11.60 9.90 CrixusBH3 A BHAC ... 33 10.63 +0.13 ... 6.49 2.37 8x8 EGHT ... dd 2.45 –0.18 ... 45.04 24.52 FirstMerchants FRME 5.0 6 27.38 –1.59 .34
3251.71 1616.85 Booking BKNG ... 26 3062.54 –97.61 ... 4.25 1.47 Cerus CERS ... dd 1.50 –0.13 ... 151.32 65.17 Crocs CROX ... 8 86.45 –1.54 ... 22.93 4.85 89bio ETNB ... dd 15.94 –1.42 ... 37.22 21.77 FirstMidBcshs FMBH 3.5 7 26.18 –0.90 .23
10.31 10.10 BowenAcqn BOWN ... ... 10.18 –0.02 ... 38.37 17.83 ChampionX CHX .9 29 36.08 –1.17 .085 3.62 1.64 Cronos CRON ... dd 2.08 –0.31 ... 13.00 8.35 ElPolloLoco LOCO .0 14 8.92 –0.15 1.50 16.49 9.94 FirstNWBncp FNWB 2.2 7 12.75 –0.17 .07
0.22 0.14 BowenAcqnRt BOWNR ... ... .15 ... ... 3.00 0.42 ChargeEnt CRGE ... dd .56 –0.06 ... 40.12 20.50 CrossCtyHlthcr CCRN ... 7 24.34 +0.22 ... 225.22 162.01 ElbitSystems ESLT 1.0 34 201.31 +1.70 .50 232.00 115.66 FirstSolar FSLR ... cc 162.45 –11.60 ...
36.36 14.00 BowmanConsult BWMN ... cc 27.12 +0.94 ... 457.66 297.66 CharterComms CHTR ... 15 445.21 –2.74 ... 14.66 9.29 CrossFirstBkshs CFB ... 8 10.02 –0.38 ... 140.30 108.53 ElectronicArts EA .6 37 119.00 –1.46 .19 59.94 38.77 1stSource SRCE 3.1 8 41.57 –1.86 .32
5.80 2.89 BraggGaming BRAG ... dd 4.44 –0.22 ... 138.60 107.54 CheckPoint CHKP ... 20 137.40 +1.38 ... 181.84 92.25 CrowdStrike CRWD ... dd 162.57 –2.88 ... 5.89 0.65 ElevationOnc ELEV ... dd .70 –0.03 ... 20.94 12.56 FirstUnited FUNC 4.9 5 16.20 –0.29 .20
4.85 1.38 Brainsway BWAY ... dd 4.15 –0.27 ... 41.28 27.91 Cheesecake CAKE 3.7 22 28.95 –1.53 .27 4.38 0.31 CueHealth HLTH ... dd .46 –0.19 ... 24.39 4.60 ElicioTherap ELTX ... dd 7.81 +0.05 ... 20.31 12.75 FirstWatchRest FWRG ... 64 17.90 –0.99 ...
50.13 22.54 Braze BRZE ... dd 44.94 –1.59 ... 39.54 22.30 ChefsWarehouse CHEF ... 53 23.26 –5.39 ... 13.99 7.78 CullinanOncology CGEM ... dd 9.49 –0.47 ... 4.75 2.21 EliemTherap ELYM ... dd 2.64 –0.07 ... 30.70 13.00 FirstWesternFin MYFW ... 11 18.52 –0.93 ...
36.36 6.64 BridgeBioPharma BBIO ... dd 27.27 –1.86 ... 53.43 33.72 ChemungFinl CHMG 3.1 7 39.50 –0.91 .31 2.91 1.43 CumberlandPharm CPIX ... dd 2.26 +0.34 ... 36.64 15.16 Embecta EMBC 4.0 18 15.17 –1.12 .15 105.68 72.45 FirstCash FCFS 1.4 19 97.18 +1.30 .35
25.90 3.26 BridgerAerospace BAER ... dd 7.72 –0.78 ... 11.49 10.07 ChengheAcqnA CHEA ... 54 10.85 +0.03 ... 7.95 2.57 CumulusMedia CMLS ... dd 4.67 +0.22 ... 11.69 9.96 EmbraceChange EMCG ... 54 10.80 +0.03 ... 1.43 0.41 FirsthandTechVal SVVC ... dd .43 –0.05 ...
15.29 10.03 BridgfordFoods BRID ... 23 11.16 –0.07 ... 107.31 69.68 ChesapeakeEner CHK 2.7 2 82.07 –3.38 .575 12.79 5.63 CureVac CVAC ... dd 7.49 –0.52 ... 0.92 0.08 EmbraceChangeRt EMCGR ... ... .17 +0.01 ... 163.95 112.44 FirstService FSV .6 50 150.32 –4.02 .225
7.39 3.28 Brightcove BCOV ... dd 3.30 –0.40 ... 16.50 12.91 ChicagoAtlRealEst REFI 12.3 8 15.33 +0.10 .47 52.89 6.84 Cutera CUTR ... dd 6.94 –2.42 ... 1.83 0.43 Emcore EMKR ... dd .52 –0.05 ... 220.19 128.30 FiveBelow FIVE ... 30 147.88 –11.13 ...
60.54 39.24 BrighthouseFin BHF ... dd 47.35 –4.55 ... 7.66 0.31 ChickenSoupA CSSE ... dd .32 ... ... 19.94 6.57 CVRx CVRX ... dd 14.56 –0.58 ... 29.74 20.84 Enact ACT 2.3 7 27.62 +0.03 .16 15.99 2.17 5EAdvMatls FEAM ... dd 2.26 –0.15 ...
9.45 2.68 BrilliantEarthA BRLT ... cc 2.77 –0.27 ... 13.02 1.25 ChijetMotor CJET ... 37 1.95 +0.21 ... 174.94 113.19 CyberArkSoftware CYBR ... dd 167.67 –2.34 ... 62.06 11.56 EnantaPharma ENTA ... dd 11.89 –0.84 ... 89.58 46.61 Five9 FIVN ... dd 66.29 +1.06 ...
10.91 9.96 BroadCapital BRAC ... dd 10.91 +0.01 ... 48.88 14.27 Children'sPlace PLCE ... dd 25.63 +1.18 ... 18.20 3.16 CymaBayTherap CBAY ... dd 14.71 –1.81 ... 58.46 42.50 EncoreCapital ECPG ... dd 45.70 –1.63 ... 31.35 17.74 FiveStarBncp FSBC 3.5 7 19.91 –0.50 .20
0.33 0.10 BroadCapitalRt BRACR ... ... .22 +0.02 ... 2.40 0.92 Chimerix CMRX ... 1 1.04 ... ... 2.82 1.13 CyteirTherap CYT ... dd 2.80 ... ... 206.74 108.53 EncoreWire WIRE .0 6 174.23 +1.51 .02 28.90 16.11 Flex FLEX ... 15 25.88 +0.19 ...
923.67 415.07 Broadcom AVGO 2.2 26 829.08 –22.604.60 9.21 4.86 Chindata CD ... 26 8.32 –0.02 ... 15.90 6.21 CytekBiosci CTKB ... dd 6.38 –0.62 ... 11.36 10.13 EnergemA ENCP ... cc 11.19 +0.16 ... 24.96 13.46 Flexsteel FLXS 3.0 7 20.20 +1.50 .15
15.50 7.00 BrooklineBcp BRKL 6.1 8 8.81 –0.41 .135 27.24 17.50 ChipMOSTechs IMOS 4.8 16 23.73 –0.581.5007 52.40 30.60 Cytokinetics CYTK ... dd 30.95 –3.28 ... 30.76 17.32 EnergyRecovery ERII ... cc 21.29 –1.71 ... 31.32 11.90 FluenceEnergy FLNC ... dd 22.15 –3.09 ...
84.84 48.42 Bruker BRKR .3 29 62.21 –4.22 .05 167.81 117.05 ChordEnergy CHRD 3.2 4 156.00 –2.23 .11 3.02 1.17 CytomXTherap CTMX ... dd 1.28 –0.10 ... 20.44 15.33 EnlightRenewableEn ENLT ... 36 16.52 –0.09 ... 1.81 0.41 Fluent FLNT ... dd .46 –0.03 ...
27.92 14.28 Bumble BMBL ... dd 14.65 –0.95 ... 150.45 89.17 ChurchillDowns CHDN .3 25 115.44 –4.13 .357 25.34 8.12 EnlivenTherap ELVN ... 58 13.17 –2.93 ... 21.55 9.28 FlushingFinl FFIC 7.0 8 12.52 –0.96 .22
D 35.80 17.16 Flywire FLYW ... dd 30.73 –0.66 ...
3.00 0.95 BurgerFiIntl BFI ... dd 1.15 –0.12 ... 43.17 22.21 Chuy's CHUY ... 24 34.55 –1.58 ... 23.90 6.50 Enovix ENVX ... dd 11.83 –2.83 ...
3.80 0.87 BurningRockBio BNR ... dd .99 –0.01 ... 73.28 18.00 Cimpress CMPR ... dd 72.05 +3.07 ... 2.37 1.08 DBV Tech DBVT ... dd 1.44 +0.01 ... 339.92 116.86 EnphaseEnergy ENPH ... 30 119.92 –0.38 ... 11.55 9.96 FocusImpact FIAC ... 71 10.77 +0.02 ...
11.47 9.96 BurTechAcqnA BRKH ... cc 10.52 +0.04 ... 130.66 88.66 CincinnatiFinl CINF 2.8 13 107.01 –0.18 .75 17.49 5.83 DISH Network DISH ... 2 6.27 –0.27 ... 104.04 78.84 EnsignGroup ENSG .2 22 93.60 +0.62.0575 9.60 1.40 FocusUniversal FCUV ... dd 1.85 +0.12 ...
25.00 13.05 BusFirstBcshs BFST 2.6 7 18.22 –0.89 .12 524.76 370.93 Cintas CTAS 1.1 39 504.75 –10.33 1.35 28.01 13.95 DMC Global BOOM ... 14 24.08 –1.27 ... 271.39 169.04 Enstar ESGR ... 18 242.96 –6.94 ... 9.97 4.51 FoghornTherap FHTX ... dd 6.05 –0.46 ...
4.25 0.29 BuzzFeed BZFD ... dd .31 –0.07 ... 5.30 0.38 CipherMining CIFR ... dd 2.44 –0.43 ... 1.89 0.61 D-MarketElec HEPS ... dd 1.30 –0.13 ... 114.47 61.75 Entegris ENTG .4 cc 91.04 –0.96 .10 11.17 10.06 ForbionEuroA FRBN ... dd 10.94 +0.01 ...
11.63 9.97 byNordicAcqnA BYNO ... 65 10.93 +0.06 ... 111.15 61.94 CirrusLogic CRUS ... 27 71.80 –1.37 ... 11.24 10.06 DPCapAcqnIA DPCS ... 48 10.70 +0.03 ... 36.72 26.27 EnterpriseBncp EBTC 3.3 8 27.78 –0.80 .23 37.74 18.15 FormFactor FORM ... dd 33.22 +1.83 ...
58.19 38.60 CiscoSystems CSCO 2.9 17 53.57 –2.47 .39 11.83 9.90 DuetAcqnA DUET ... cc 10.71 +0.01 ... 56.35 36.16 EnterpriseFinSvcs EFSC 2.7 7 36.94 –1.60 .25 86.00 60.29 FormulaSys FORTY 1.2 17 72.21 –1.52.6215
C 34.94 14.21 CitiTrends CTRN ... 9 21.08 –0.53 ... 39.89 22.06 DXP Ents DXPE ... 11 34.54 –2.42 ... 42.86 22.62 ForresterRes FORR ... cc 30.27 +0.30 ...
24.38 9.32 EntradaTherap TRDA ... dd 14.42 –2.21 ...
5.80 1.48 Cadiz CDZI ... dd 3.29 –0.34 ... 14.55 7.61 CtznCmntyBcp CZWI 3.0 7 9.76 –0.47 .29 15.59 2.98 DadaNexus DADA ... dd 4.41 +0.08 ... 75.90 40.37 ePlus PLUS ... 13 63.05 +0.59 ... 81.24 42.61 Fortinet FTNT ... 44 58.24 –2.78 ...
63.77 48.01 C&F Fin CFFI 3.2 6 54.90 –1.79 .44 17.00 10.01 CitizensHolding CIZN 6.3 9 10.09 –0.55 .16 10.27 1.46 Daktronics DAKT ... 13 8.83 –0.09 ... 7.59 4.76 EpsilonEnergy EPSN 4.8 5 5.25 –0.04.0625 37.30 24.93 Fortrea FTRE ... ... 27.78 –1.44 ...
24.98 17.20 CB FinSvcs CBFV 4.7 7 21.45 –0.15 .25 103.00 82.53 CityHolding CHCO 3.0 11 87.51 –2.76 .65 5.70 3.73 DallasNews DALN13.5 dd 4.73 –0.05 .16 5.71 1.58 EQRx EQRX ... dd 2.24 –0.03 ... 121.38 60.09 ForwardAir FWRD 1.5 12 65.70 –3.45 .24
12.65 8.20 CCC Intelligent CCCS ... dd 11.75 +0.24 ... 14.31 6.48 Clarus CLAR 1.3 dd 7.42 +0.50 .025 118.02 61.34 Datadog DDOG ... dd 88.76 –5.79 ... 821.63 494.89 Equinix EQIX 1.9 84 731.91 –44.31 3.41 6.08 1.89 Fossil FOSL ... dd 2.00 –0.19 ...
215.70 147.91 CDW CDW 1.1 26 205.76 –1.24 .59 11.36 9.87 CleanEarthA CLIN ... 77 10.56 +0.01 ... 47.29 30.36 Dave&Buster's PLAY ... 12 35.95 –0.62 ... 9.25 2.24 Erasca ERAS ... dd 2.25 –0.33 ... 19.53 9.00 FosterLB FSTR ... dd 19.10 +0.61 ...
36.29 19.64 CEVA CEVA ... dd 19.78 –1.35 ... 0.38 0.08 CleanEarthRt CLINR ... ... .16 +0.03 ... 14.72 4.47 Dave DAVE ... dd 6.34 +0.21 ... 296.02 199.49 ErieIndemnity ERIE 1.6 43 290.14 +4.66 1.19 26.49 6.58 4D Molecular FDMT ... dd 13.91 –1.65 ...
11.52 9.96 CFAcqnVII A CFFS ... cc 10.69 +0.04 ... 7.73 3.84 CleanEnerFuels CLNE ... dd 3.99 –0.38 ... 2.65 1.28 DawsonGeophys DWSN ... dd 2.49 +0.13 ... 16.49 9.25 Escalade ESCA 4.0 25 15.07 +0.29 .15 37.26 28.02 FoxA FOXA 1.7 14 31.35 –0.53 .26
10.42 2.02 C4 Therap CCCC ... dd 2.04 –0.19 ... 134.90 29.58 Clearfield CLFD ... 10 30.97 –0.23 ... 25.77 10.84 DayOneBiopharm DAWN ... dd 13.38 –0.54 ... 8.87 0.85 EsperionTherap ESPR ... dd .99 –0.43 ... 34.42 26.35 FoxB FOX 1.8 12 28.85 –0.45 .26
108.05 85.23 CH Robinson CHRW 2.8 20 85.93 –4.61 .61 1.85 0.83 ClearsideBiomed CLSD ... dd .86 +0.03 ... 5.40 1.61 DecibelTherap DBTX ... dd 4.91 –0.19 ... 5.81 1.95 EtonPharm ETON ... dd 4.64 –0.31 ... 127.54 73.05 FoxFactory FOXF ... 22 96.58 –7.10 ...
1.77 0.90 CLPS CLPS .0 dd 1.02 –0.01 .05 11.50 9.99 ClimateRockA CLRC ... cc 10.88 +0.03 ... 22.76 12.73 DecipheraPharm DCPH ... dd 12.88 –0.54 ... 149.91 62.89 Etsy ETSY ... dd 63.80 –1.14 ... 107.36 77.58 FranklinElec FELE 1.0 22 90.17 –2.06 .225
209.31 166.55 CME Group CME 2.2 25 201.72 –5.10 1.10 0.15 0.05 ClimateRockRt CLRCR ... ... .11 +0.01 ... 17.39 7.58 DefinitiveHlthcr DH ... dd 7.89 –0.22 ... 121.55 71.60 EuronetWorldwide EEFT ... 13 81.25 –2.42 ... 4.61 2.60 FreightCarAmer RAIL ... dd 2.75 –0.01 ...
26.60 16.43 CNB FinPA CCNE 3.9 6 17.85 –0.60 .175 55.70 24.65 ClimbGlbl CLMB 1.6 16 42.99 +1.37 .17 11.84 9.82 DenaliCapAcqnA DECA ... dd 10.91 –0.01 ... 20.70 12.02 EuropeanWax EWCZ ... cc 16.86 –1.23 ... 7.42 4.92 FrequencyElec FEIM .0 dd 6.72 –0.41 1.00
12.59 6.97 CompassPath CMPS ... dd 7.86 –1.55 ... 2.10 0.71 CloverHealth CLOV ... dd 1.10 –0.03 ... 34.78 21.57 DenaliTherap DNLI ... dd 22.15 –1.40 ... 48.40 0.49 EveloBiosci EVLO ... dd 3.99 –1.08 ... 5.59 0.33 FrequencyTherap FREQ ... dd .38 –0.04 ...
45.95 15.22 CPI Card PMTS ... 5 18.20 –0.78 ... 54.53 29.91 CoastalFinl CCB ... 12 43.65 +0.46 ... 43.24 26.48 DentsplySirona XRAY 1.7 dd 33.88 –1.66 .14 36.41 21.05 Everbridge EVBG ... dd 22.65 –1.18 ... 84.70 43.96 Freshpet FRPT ... dd 63.92 –8.32 ...
128.10 84.20 CRA Intl CRAI 1.4 19 102.85 –3.68 .36 745.53 405.03 CocaColaCon COKE .3 13 655.26 +10.84 .50 82.02 61.26 DescartesSystems DSGX ... 55 71.83 –2.85 ... 13.47 5.87 EverCommerce EVCM ... dd 9.89 +0.39 ... 23.80 11.92 Freshworks FRSH ... dd 19.38 –0.63 ...
72.00 38.94 CrisprTherap CRSP ... dd 45.49 –5.09 ... 66.79 41.80 Coca-ColaEuro CCEP 2.9 16 63.52 +0.92 .74 18.09 1.94 DesignTherap DSGN ... dd 2.40 –0.17 ... 11.47 10.07 EvergreenA EVGR ... 54 10.90 –0.04 ... 38.97 19.06 Frontdoor FTDR ... 19 30.55 –0.68 ...
69.35 47.04 CSG Systems CSGS 2.2 23 51.53 –1.17 .28 6.98 1.55 Codexis CDXS ... dd 1.56 –0.38 ... 7.57 3.69 DestinationXL DXLG ... 8 4.31 –0.19 ... 65.51 52.28 Evergy EVRG 4.6 16 53.61 –0.53.6125 30.83 11.65 FrontierComms FYBR ... 14 15.60 +1.02 ...
26.39 6.68 CSP CSPI .9 15 17.07 –4.83 .04 25.95 16.00 CodorusValleyBncp CVLY 3.6 6 18.88 –0.37 .17 3.32 2.28 Deswell DSWL 8.7 18 2.31 –0.19 .10 18.86 5.23 EverQuote EVER ... dd 6.75 +0.35 ... 14.34 4.56 Frontier ULCC ... 8 4.69 –0.85 ...
190.63 111.70 CSW Industrials CSWI .4 28 178.85 +0.52 .19 15.68 9.65 CogentBio COGT ... dd 10.02 –1.74 ... 139.55 78.94 DexCom DXCM ... cc 87.50 –8.85 ... 10.50 4.95 EverspinTech MRAM ... 27 9.39 +0.07 ... 4.36 1.13 FuelCell FCEL ... dd 1.18 –0.06 ...
September 25, 2023 BARRON’S 43

D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA


52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
15.00 2.25 FulcrumTherap FULC ... dd 4.17 –0.32 ... 94.33 55.81 HamiltonLane HLNE 2.0 31 89.24 –2.70.445 91.65 43.28 IndependentBank INDB 4.6 8 48.19 –2.95 .55 7.88 5.09 KY FirstFedBncp KFFB 7.6 46 5.25 +0.16 .10 6.80 1.90 Lulu'sFashion LVLU ... dd 2.06 +0.02 ...
44.09 27.30 FulgentGenetics FLGT ... dd 27.32 –2.35 ... 57.00 31.02 HancockWhitney HWC 3.3 6 36.38 –1.92 .30 24.97 14.90 IndepBankMI IBCP 5.1 6 18.08 –0.79 .23 59.96 32.32 KerosTherap KROS ... dd 32.85 –3.51 ... 406.94 277.50 lululemon LULU ... 49 388.05 –1.88 ...
18.91 9.64 FultonFin FULT 5.3 7 12.16 –0.87 .16 27.35 13.35 HanmiFinancial HAFC 6.2 5 16.22 –0.66 .25 69.35 28.81 IndependentBank IBTX 3.8 19 40.30 –0.25 .38 39.73 30.47 KeurigDrPepper KDP 2.6 29 33.12 –0.18 .215 75.56 42.00 Lumentum LITE ... dd 46.41 –1.84 ...
22.77 5.27 Funko FNKO ... dd 7.31 –0.30 ... 21.22 17.37 HanoverBancorp HNVR 2.2 8 18.06 –0.34 .10 26.50 15.00 Indivior INDV ... dd 22.29 +0.19 ... 19.04 14.56 KewauneeSci KEQU ... 13 17.45 –1.15 ... 10.55 3.91 LuminarTech LAZR ... dd 4.45 –0.66 ...
7.20 0.89 FusionFuelGreen HTOO ... ... .96 –0.19 ... 15.57 7.51 HarborOneBncp HONE 3.2 11 9.28 –0.40 .075 7.24 1.65 IndlLogistics ILPT 1.3 dd 3.05 –0.65 .01 7.53 4.00 KeyTronic KTCC ... 9 4.39 –0.07 ... 1.61 0.30 LumiraDx LMDX ... dd .30 –0.05 ...
5.63 1.98 FusionPharm FUSN ... dd 2.55 –0.02 ... 18.43 9.38 Harmonic HLIT ... 51 9.44 –0.27 ... 7.80 3.62 Infinera INFN ... dd 4.14 –0.13 ... 9.00 1.09 KezarLifeSci KZR ... dd 1.14 –0.15 ... 9.53 2.63 LumosPharma LUMO ... dd 2.93 –0.31 ...
72.20 28.00 Futu FUTU ... 16 59.03 –0.12 ... 62.09 29.81 HarmonyBio HRMY ... 11 36.28 –1.24 ... 7.25 1.57 InflaRx IFRX ... dd 3.11 –0.67 ... 66.74 49.35 Kforce KFRC 2.4 19 59.88 +1.54 .36 13.05 7.82 LutherBurbank LBC .0 8 8.28 –0.33 .12
12.12 10.02 FutureTechIIA FTII ... 63 10.86 –0.01 ... 28.25 7.51 HarrowHealth HROW ... dd 14.06 –0.89 ... 10.23 10.07 InflectionPtIIA IPXX ... ... 10.22 +0.02 ... 31.43 17.10 KimballElec KE ... 12 27.25 –0.25 ... 8.24 1.39 LyellImmuno LYEL ... dd 1.46 –0.23 ...
G 14.24 5.00 Harte-Hanks HHS ... 2 6.18 –0.04 ... 5.87 4.15 InfoSvcs III 4.1 14 4.40 –0.20.045 10.13 1.77 KingsoftCloud KC ... dd 4.92 –0.05 ... 18.36 7.85 Lyft LYFT ... dd 9.94 –1.34 ...
6.29 1.98 HarvardBioSci HBIO ... dd 4.09 –0.46 ... 102.99 73.38 InglesMarkets IMKTA .9 6 75.24 –0.66 .165 20.65 10.29 KiniksaPharm KNSA ... 5 16.64 –0.50 ... 5.67 1.86 LyraTherap LYRA ... dd 3.67 –0.68 ...
9.48 6.56 GCM Grosvenor GCMG 5.7 dd 7.67 –0.06 .11 73.58 45.75 Hasbro HAS 4.3 dd 65.23 –1.14 .70 34.72 12.94 Inhibrx INBX ... dd 19.48 –1.43 ... 12.94 1.32 KinnateBio KNTE ... dd 1.40 –0.30 ...
8.50 2.15 GDEV GDEV ... dd 2.47 –0.82 ... M
37.31 21.50 HashiCorp HCP ... dd 23.00 –2.09 ... 48.25 26.10 InMode INMD ... 15 32.28 –1.71 ... 4.87 1.70 Kirkland's KIRK ... dd 1.70 –0.41 ...
27.89 8.41 GDS Holdings GDS ... dd 10.70 –0.38 ... 16.15 6.79 HawaiianHoldings HA ... dd 6.82 –1.12 ... 3.97 1.90 InnatePharma IPHA ... dd 2.67 –0.30 ... 85.42 48.53 Macom Tech MTSI ... 18 77.89 –0.07 ...
3.65 0.36 Knightscope KSCP ... dd .75 –0.10 ...
87.83 53.00 GE HealthCare GEHC .2 18 64.33 –2.10 .03 63.21 36.62 Hawkins HWKN 1.1 19 59.24 +0.57 .16 15.36 2.78 Innodata INOD ... dd 7.71 –0.21 ... 83.27 61.67 MGE Energy MGEE 2.3 23 73.44 –0.58.4275
9.80 1.95 KodiakSciences KOD ... dd 1.95 –0.22 ...
20.50 11.50 GEN Restaurant GENK ... 36 11.64 –0.81 ... 24.51 16.13 HawthornBcsh HWBK 4.1 8 16.60 +0.10 .17 116.00 83.13 Innospec IOSP 1.4 20 101.68 –5.16 .69 125.74 90.69 MGP Ingredients MGPI .5 21 100.67 –7.15 .12
31.94 16.19 KornitDigital KRNT ... dd 19.17 –1.68 ...
14.64 5.70 GH Research GHRS ... dd 10.16 –0.34 ... 60.85 34.95 HaynesIntl HAYN 1.9 13 45.77 –3.05 .22 8.15 4.46 InnovAge INNV ... dd 6.74 –0.85 ... 114.15 64.77 MKS Instrum MKSI 1.0 dd 84.49 –4.05 .22
42.80 32.42 KraftHeinz KHC 4.7 13 34.16 +0.71 .40
25.99 11.60 G-IIIApparel GIII ... dd 23.98 –1.26 ... 15.87 6.40 HealthCatalyst HCAT ... dd 9.77 –0.64 ... 11.78 10.13 InnovativeIntlA IOAC ... dd 11.25 –0.03 ... 1.74 0.04 MSP Recovery LIFW ... dd .24 +0.05 ...
17.31 8.90 KratosDefense KTOS ... dd 14.35 –0.25 ...
13.85 1.22 G1Therapeutics GTHX ... dd 1.23 –0.31 ... 15.97 10.36 HealthcareSvcs HCSG .0 21 10.42 –0.18 .215 9.60 6.11 InnovSolSuprt ISSC ... 27 7.81 –0.17 ... 156.63 76.97 MYR Group MYRG ... 26 135.47 –2.37 ...
16.22 10.21 KrispyKreme DNUT 1.1 dd 12.79 –0.34 .035
82.48 36.08 GRAVITY GRVY ... 8 72.96 +4.42 ... 79.20 48.86 HealthEquity HQY ... cc 72.65 +3.62 ... 13.90 10.64 Innoviva INVA ... 6 12.90 +0.34 ... 11.84 6.96 Macatawa MCBC 3.5 7 9.02 –0.30 .08
3.87 1.19 KronosBio KRON ... dd 1.30 +0.07 ...
9.80 1.45 GSI Tech GSIT ... dd 2.77 –0.16 ... 27.69 20.47 HealthStream HSTM .5 50 21.15 –0.58 .025 26.11 5.06 Inogen INGN ... dd 5.21 –0.37 ... 7.90 2.93 Macrogenics MGNX ... 42 4.66 ... ...
132.68 61.11 KrystalBiotech KRYS ... dd 115.14 –5.03 ...
4.03 2.05 Gaia GAIA ... dd 2.58 +0.08 ... 18.17 13.43 HeartlandExp HTLD .5 20 15.09 –0.63 .02 2.61 0.38 InovioPharm INO ... dd .39 –0.01 ... 322.67 57.21 MadrigalPharm MDGL ... dd 153.34 –22.55 ...
60.20 35.95 Kulicke&Soffa KLIC 1.6 29 48.49 +1.01 .19
6.19 2.80 GainTherap GANX ... dd 3.34 –0.36 ... 51.61 26.10 HeartlandFinUSA HTLF 4.1 6 29.08 –1.76 .30 7.33 0.99 InozymePharma INZY ... dd 4.60 +0.30 ... 17.67 11.00 MagicSoftware MGIC 5.9 13 11.00 –0.20 .327
17.27 8.71 KuraOncology KURA ... dd 8.86 –1.03 ...
48.07 34.85 Galapagos GLPG ... dd 35.27 –0.99 ... 35.15 22.79 Heidrick&Strug HSII 2.4 8 25.23 +0.35 .15 15.73 5.59 Magnite MGNI ... dd 7.37 –0.70 ...
2.36 0.39 Inseego INSG ... dd .40 –0.05 ... 110.00 37.97 KuraSushiUSA KRUS ... cc 68.69 –8.06 ...
3.70 0.54 Galecto GLTO ... dd .57 –0.02 ... 143.68 81.14 HelenofTroy HELE ... 20 116.00 –1.18 ... 13.45 9.64 MagyarBancorp MGYR 1.2 8 10.10 –0.05 .03
10.77 9.84 InsightAcqnA INAQ ... 33 10.65 +0.01 ... 39.85 16.95 KymeraTherap KYMR ... dd 17.50 –1.55 ...
3.59 0.17 GaleraTherap GRTX ... dd .18 –0.01 ... 11.54 4.10 HelloGroup MOMO .0 6 7.08 –0.09 .70 41.47 22.50 MakeMyTrip MMYT ... cc 38.07 –0.77 ...
162.05 81.11 InsightEnt NSIT ... 21 148.80 –0.75 ... L
14.83 6.62 Gambling.com GAMB ... cc 12.93 –0.32 ... 10.15 6.66 HennessyAdvsrs HNNA 8.2 11 6.71 –0.22.1375 65.45 46.30 MalibuBoats MBUU ... 9 47.35 –0.68 ...
27.59 16.04 Insmed INSM ... dd 26.17 –0.44 ...
2.51 0.56 GamidaCell GMDA ... dd .85 –0.29 ... 10.60 9.66 HennessyCapVI HCVI ... 56 10.38 +0.02 ... 11.66 9.41 LamfGlbI A LGVC ... cc 10.68 –0.08 ... 8.79 2.94 MammothEnergy TUSK ... 14 4.86 –0.17 ...
2.58 0.58 Inspirato ISPO ... dd .60 –0.03 ...
55.13 43.46 Gaming&Leisure GLPI 6.3 16 46.61 –1.67 .73 89.72 64.75 HenrySchein HSIC ... 21 73.11 –1.30 ... 7.38 1.37 LavaTherap LVTX ... dd 1.52 –0.19 ... 208.31 107.18 ManhattanAssoc MANH ... 84 194.45 –4.43 ...
335.91 155.47 Insulet PODD ... cc 155.70 –13.98 ...
12.02 9.99 GardinerHlthcr GDNR ... dd 10.80 –0.16 ... 14.87 6.69 HeritageCommerce HTBK 6.3 7 8.30 –0.23 .13 10.96 10.05 LFCapAcqnIIA LFAC ... cc 10.87 +0.02 ... 24.60 10.50 Mannatech MTEX .0 dd 11.21 –0.06 .20
50.46 16.40 Intapp INTA ... dd 31.10 –4.28 ...
8.68 5.57 GarrettMotion GTX ... dd 7.59 –0.35 ... 47.98 25.70 HeritageCrystal HCCI ... 14 45.27 +0.02 ... 141.91 74.61 LGI Homes LGIH ... 12 103.16 –9.45 ... 5.75 2.91 MannKind MNKD ... dd 4.06 –0.29 ...
60.69 37.36 IntegraLifeSci IART ... 24 38.56 –1.07 ...
23.92 15.45 GenDigital GEN 2.7 9 18.86 –0.18 .125 34.34 14.85 HeritageFin HFWA 5.5 7 16.05 –1.23 .22 10.94 10.03 LIVCapAcqnII A LIVB ... cc 10.82 –0.03 ... 42.95 29.90 Maplebear CART ... ... 30.00 ... ...
11.59 9.89 IntegralAcqn1 INTE ... dd 10.70 –0.05 ...
35.31 3.50 GeneDx WGS ... dd 3.59 –0.79 ... 20.48 13.44 HertzGlobal HTZ ... 6 13.48 –2.64 ... 59.38 46.20 LKQ LKQ 2.2 13 49.43 –0.51 .275 26.55 9.20 MaravaiLifeSci MRVI ... 17 9.60 –0.86 ...
20.88 6.63 IntegralAd IAS ... 81 11.76 –0.73 ...
7.35 3.15 GenerationBio GBIO ... dd 3.78 –0.32 ... 30.36 7.35 Hesai HSAI ... dd 10.35 +0.18 ... 271.56 179.00 LPL Financial LPLA .5 16 241.15 –5.93 .30 2.21 1.25 Marchex MCHX ... dd 1.35 –0.02 ...
40.07 24.59 Intel INTC 1.5 dd 34.18 –3.70 .125
1.27 0.73 Genetron GTH ... ... .89 +0.07 ... 75.38 34.86 Hibbett HIBB 2.3 5 43.79 –1.29 .25 16.60 6.55 LSI Inds LYTS 1.3 17 15.35 +0.68 .05 1.84 0.41 MarinSoftware MRIN ... dd .44 –0.07 ...
63.12 32.37 IntelliaTherap NTLA ... dd 32.39 –3.43 ...
4.75 3.28 Genfit GNFT ... dd 3.35 –0.45 ... 30.15 10.44 HighPeakEner HPK .6 8 16.86 +0.90 .025 13.77 9.61 LakeShoreBancorp LSBK 7.1 11 10.10 –0.25 .18 11.15 3.47 MarinusPharm MRNS ... dd 6.60 +0.50 ...
3.00 1.85 Intellicheck IDN ... dd 2.41 –0.02 ...
47.50 31.40 Genmab GMAB ... 36 36.08 –1.90 ... 23.10 11.35 HilleVax HLVX ... dd 13.04 –1.37 ... 20.02 11.89 LakelandBcp LBAI 4.6 8 12.52 –0.64 .145 399.78 214.99 MarketAxess MKTX 1.3 32 215.97 –8.66 .72
4.63 1.37 Inter INTR ... cc 4.12 –0.20 ...
34.33 23.28 Gentex GNTX 1.5 21 31.96 –0.08 .12 10.28 6.60 HillmanSolns HLMN ... dd 8.34 –0.13 ... 83.57 43.05 LakelandFin LKFN 4.0 13 46.01 –3.05 .46 2.85 1.24 MarketWise MKTW 2.5 60 1.60 –0.15 .01
161.17 72.47 InterParfums IPAR 1.8 30 135.90 –2.62 .625
76.13 49.45 Gentherm THRM ... cc 55.32 –1.61 ... 8.70 4.81 HimaxTechs HIMX 8.4 15 5.59 +0.12 .48 16.07 10.60 LakelandInds LAKE .8 21 14.98 +0.12 .03 8.23 3.46 Marqeta MQ ... dd 5.99 –0.45 ...
95.59 62.70 InteractiveBrkrs IBKR .5 18 87.87 –3.87 .10
13.99 3.76 GeospaceTech GEOS ... dd 13.52 +1.93 ... 311.18 173.51 HinghamSvg HIFS 1.4 10 184.50 –10.95 .63 11.76 10.03 LakeshoreAcqnII LBBB ... 62 10.82 +0.01 ... 210.98 135.90 Marriott MAR 1.1 22 194.36 –8.80 .52
8.50 1.11 InteractStrength TRNR ... dd 1.52 –0.20 ...
40.70 26.03 GermanAmBncp GABC 3.7 9 27.22 –1.13 .25 20.12 13.70 HollysysAuto HOLI ... 11 19.04 +0.32 ... 0.35 0.12 LakeshoreII Rt LBBBR ... ... .15 –0.02 ... 11.00 10.15 MarsAcqn MARX ... ... 10.49 +0.01 ...
21.86 8.82 InterceptPharm ICPT ... 2 10.48 –0.97 ...
3.84 1.95 Geron GERN ... dd 2.15 –0.06 ... 87.88 59.78 Hologic HOLX ... 36 70.21 –1.60 ... 726.53 299.59 LamResearch LRCX 1.3 19 619.11 –4.002.00 0.34 0.14 MarsAcqnRt MARXR ... ... .25 –0.03 ...
5.56 1.39 Intercure INCR ... 12 1.63 –0.06 ...
77.10 36.58 GibraltarInds ROCK ... 23 67.36 –2.57 ... 43.45 27.75 HomeBancorp HBCP 3.1 6 32.14 –1.04 .25 111.49 81.10 LamarAdv LAMR 5.9 21 84.24 –1.26 1.25 23.38 17.64 MartenTransport MRTN 1.2 17 19.86 –0.60 .06
98.69 40.23 InterDigital IDCC 2.0 13 81.01 –1.19 .40
18.60 4.14 GigaCloudTech GCT ... 8 9.25 –2.20 ... 32.51 4.76 HomeStreet HMST 5.1 60 7.90 –1.30 .10 220.65 149.76 LancasterColony LANC 2.0 41 167.27 –5.23 .85 3.75 1.95 MartinMidstream MMLP .7 dd 2.93 –0.01.005
12.29 6.51 Interface TILE .4 cc 9.75 ... .01
11.25 10.07 GigCapital5 GIA ... dd 10.88 +0.05 ... 30.79 18.02 HomeTrustBcshs HTBI 1.8 8 21.71 –1.39 .10 25.90 18.59 LandmarkBncp LARK 4.5 9 18.75 –1.07 .21 67.99 33.75 MarvellTech MRVL .5 dd 52.30 –2.19 .06
53.71 39.10 IntlBcshs IBOC 3.0 7 42.13 –1.43 .63
7.16 4.51 GilatSatellite GILT ... 61 6.42 ... ... 2.29 0.80 HomologyMed FIXX ... dd 1.17 ... ... 208.62 139.49 LandstarSystem LSTR .7 19 181.46 –4.98 .33 198.00 95.31 Masimo MASI ... 45 95.41 –5.71 ...
7.54 3.07 Intevac IVAC ... dd 3.15 –0.19 ...
89.74 61.45 GileadSciences GILD 4.0 17 75.01 –0.66 .75 3.87 1.09 Honest HNST ... dd 1.27 +0.06 ... 100.85 47.46 Lantheus LNTH ... cc 61.82 –2.99 ... 35.29 18.49 MasterCraftBoat MCFT ... 5 20.96 –0.37 ...
67.05 42.01 Intra-Cellular ITCI ... dd 53.77 –1.26 ...
58.70 26.24 GitLab GTLB ... dd 45.00 –3.80 ... 220.96 166.63 Honeywell HON 2.2 23 189.78 –3.26 1.03 10.80 2.63 LanzaTechGlobal LNZA ... dd 5.96 –2.29 ... 54.60 30.73 MatchGroup MTCH ... 25 41.26 –2.89 ...
558.64 352.63 Intuit INTU .7 60 508.57 –29.51 .90
11.60 5.45 Materialise MTLS ... cc 5.49 –0.40 ...
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11.28 8.21 GladstoneCap GLAD 9.8 11 10.10 –0.10.0825 22.27 12.90 HookerFurnishings HOFT 4.5 dd 19.54 –0.32 .22 136.00 3.76 IntuitiveMachinesA LUNR ... 5 3.93 –0.29 ... 7.06 2.88 Largo LGO ... dd 3.00 –0.18 ...
20.12 10.84 GladstoneComm GOOD 9.6 dd 12.45 –0.73 .10 14.12 7.42 HopeBancorp HOPE 6.4 6 8.80 –0.41 .14 10.53 3.31 MatrixService MTRX ... dd 10.45 +1.32 ...
358.07 180.07 IntuitiveSurgical ISRG ... 72 288.20 –7.34 ... 6.85 2.58 LarimarTherap LRMR ... dd 4.20 –0.04 ...
14.64 11.40 GladstoneInvt GAIN 7.5 13 12.74 –0.24 .08 20.11 7.69 HorizonBancorp HBNC 6.2 5 10.30 –0.54 .16 22.64 15.36 Mattel MAT ... 34 21.49 +0.42 ...
11.75 2.22 Inventiva IVA ... dd 4.38 +0.68 ... 11.42 10.05 LatAmGrowthA LATG ... 36 10.80 +0.03 ...
22.13 14.34 GladstoneLand LAND 3.8 dd 14.43 –0.83.0462 10.84 10.10 HorizonSpaceI HSPO ... 67 10.55 +0.01 ... 4.30 2.10 Matterport MTTR ... dd 2.16 –0.19 ...
22.48 10.71 Investar ISTR 3.4 4 11.61 –0.55 .10 4.79 2.12 Latham SWIM ... dd 2.46 –0.24 ...
11.19 9.84 GlblBlockchain GBBK ... 58 10.48 +0.02 ... 13.45 9.67 HorizonTechFin HRZN11.3 20 11.67 –0.48 .11 48.86 22.12 MatthewsIntl MATW 2.3 dd 39.95 +0.47 .23
4.50 3.18 InvestcpCredit ICMB12.5 17 3.83 –0.22 .03 98.30 44.53 LatticeSemi LSCC ... 56 82.72 –4.73 ...
0.55 0.04 GlbBlockchainRt GBBKR ... ... .19 –0.01 ... 115.73 60.03 HorizonTherap HZNP ... 62 115.61 +0.30 ... 7.50 3.10 MaxCyte MXCT ... dd 3.11 –0.31 ...
11.39 10.09 InvestcorpEur I A IVCB ... dd 10.86 +0.02 ... 14.80 9.24 LaureateEduc LAUR .0 23 14.05 +0.14 .68
45.72 18.14 Global-EOnline GLBE ... dd 37.12 –0.50 ... 19.42 14.51 HostHotels HST 4.6 15 15.80 –0.80 .18 38.91 11.90 MaxeonSolar MAXN ... dd 12.08 –1.66 ...
11.11 10.06 InvestcorpIndiaA IVCA ... 31 10.79 +0.01 ... 15.82 4.72 Lavoro LVRO ... dd 6.60 –0.27 ...
14.95 9.78 GlobalWaterRscs GWRS 2.9 36 10.16 –0.72.0248 3.10 0.23 HubCyberSecurity HUBC ... ... .23 –0.07 ... 43.66 21.17 MaxLinear MXL ... 27 21.58 +0.05 ...
167.84 125.80 InvestorsTitle ITIC 1.3 11 146.45 –5.80 .46 23.51 10.09 LeeEnterprises LEE ... dd 10.99 +0.19 ...
72.50 46.52 GlobalFoundries GFS ... 21 56.83 –1.25 ... 104.67 67.77 HubGroup HUBG ... 10 79.46 –1.15 ... 111.70 81.63 McGrathRent MGRC 1.8 22 101.75 +1.54 .465
4.09 0.98 Invivyd IVVD ... dd 1.63 –0.12 ... 25.30 16.10 LegacyHousing LEGH ... 8 20.30 –0.81 ...
11.67 9.96 GlobalinkInvt GLLI ... 95 10.79 +0.06 ... 11.70 10.01 HudsonAcqnI HUDA ... dd 10.65 ... ... 10.49 5.64 MedallionFinl MFIN 4.3 3 7.44 –0.21 .08
47.74 32.69 IonisPharm IONS ... dd 42.71 –0.20 ... 15.68 6.89 LegalZoom LZ ... dd 10.34 +0.14 ...
4.16 0.55 GlycoMimetics GLYC ... dd 1.41 ... ... 1.35 0.10 HudsonAcqnIRt HUDAR ... ... .24 –0.01 ... 2.73 1.89 MediciNova MNOV ... dd 2.09 +0.05 ...
10.41 4.41 IovanceBiotherap IOVA ... dd 4.87 –0.40 ... 77.32 37.30 LegendBiotech LEGN ... ... 63.16 –3.19 ...
17.94 11.01 Gogo GOGO ... 10 12.10 –0.17 ... 38.00 17.88 HudsonGlobal HSON ... 32 20.05 –0.60 ... 14.58 7.10 MediWound MDWD ... dd 9.02 –0.08 ...
7.99 1.65 iQIYI IQ ... 37 4.76 +0.01 ... 68.67 41.78 LeMaitreVascular LMAT 1.0 50 57.00 –0.08 .14
5.09 2.45 Gogoro GGR ... dd 2.50 –0.20 ... 2.08 0.45 HuizeHolding HUIZ ... 13 1.13 –0.03 ... 282.73 141.30 Medpace MEDP ... 29 242.69 –37.29 ...
140.23 84.73 iRhythmTechs IRTC ... dd 85.50 –5.03 ... 47.82 14.26 LendingTree TREE ... dd 14.35 –1.77 ...
28.47 19.62 GolarLNG GLNG 4.3 ... 23.13 –0.64 .25 5.60 1.96 Humacyte HUMA ... dd 2.88 –0.36 ... 45.49 1.69 MeihuaIntlMed MHUA ... 7 1.79 –0.47 ...
2.74 1.31 Iridex IRIX ... dd 2.20 +0.18 ... 17.96 9.11 LeonardoDRS DRS ... 7 16.36 –0.33 ...
9.15 4.77 MeiraGTx MGTX ... dd 4.95 –0.73 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

47.50 32.53 GoldenEnt GDEN .0 22 34.69 –1.792.00 209.21 156.28 JBHunt JBHT .9 23 189.49 –4.87 .42 68.34 43.00 IridiumComm IRDM 1.1 dd 48.34 +0.79 .13 4.89 3.02 LesakaTech LSAK ... dd 3.89 –0.02 ...
10.58 6.89 GoldenOcean GOGL 9.8 8 7.69 +0.04 .10 15.74 9.13 HuntingtonBcshs HBAN 6.0 7 10.31 –0.39 .155 14.46 4.72 MelcoResorts MLCO ... dd 9.78 –0.63 ...
8.06 1.02 IrisEnergy IREN ... ... 3.83 –0.66 ... 17.13 4.78 Leslie's LESL ... 14 5.02 –0.56 ... 1451.56 754.76 MercadoLibre MELI ... 86 1276.96 –119.70 ...
10.45 10.14 GoldenStarAcqn GODN ... ... 10.28 –0.01 ... 30.41 20.40 Hurco HURC 2.9 43 21.90 +0.65 .16 58.01 31.37 iRobot IRBT ... dd 37.30 +2.20 ... 3.79 1.07 LexiconPharm LXRX ... dd 1.07 –0.33 ...
1.00 0.19 GoldenStarAcqnRt GODNR ... ... .34 +0.10 ... 107.44 64.67 HuronConsulting HURN ... 28 102.21 +3.14 ... 37.00 23.89 MercantileBank MBWM 4.4 6 31.08 –1.17 .34
12.66 8.07 IronwoodPharm IRWD ... dd 9.29 +0.95 ... 3.86 1.26 LexinFintech LX 4.5 2 2.27 +0.03 .116 14.97 7.37 MercerIntl MERC 3.6 dd 8.31 –0.66 .075
15.10 11.94 GolubCapital GBDC10.3 15 14.32 –0.04 .37 4.55 0.78 Hut8Mining HUT ... dd 1.90 –0.20 ... 11.51 10.13 IsraelAcqns ISRL ... 84 10.54 +0.01 ... 47.33 12.52 LiAuto LI ... cc 39.28 –1.37 ...
9.37 3.82 GoodRx GDRX ... cc 5.58 –0.42 ... 3.25 0.67 Hydrofarm HYFM ... dd 1.22 –0.38 ... 59.13 28.90 MercurySystems MRCY ... dd 37.84 –0.09 ...
23.00 11.33 iTeosTherap ITOS ... dd 11.42 –0.90 ... 2.90 1.07 LianBio LIAN ... dd 1.50 –0.10 ... 17.38 7.80 Meridian MRBK 4.8 6 10.47 –0.53 .125
16.51 9.66 Goodyear GT ... dd 12.34 –0.46 ... 3.28 0.68 Hyperfine HYPR ... dd 2.01 –0.06 ... 79.99 39.38 Itron ITRI ... 70 59.91 –3.43 ... 97.05 68.15 LibertyBroadbandA LBRDA ... 17 92.33 +0.89 ...
79.40 29.23 GooseheadIns GSHD ... cc 76.42 +4.12 ... 7.50 4.93 Hywin HYW ... 11 7.11 –0.09 ... 85.62 52.79 MeritMedical MMSI ... 44 68.12 –0.04 ...
31.01 20.35 IturanLocation ITRN 2.0 14 29.54 +0.04 .15 96.88 68.67 LibertyBroadbandC LBRDK ... 17 92.52 +0.70 ... 13.66 3.00 MerrimackPharm MACK ... dd 12.24 ... ...
6.57 3.27 GoPro GPRO ... dd 3.28 –0.26 ... 2.35 0.45 HyzonMotors HYZN ... dd 1.20 –0.02 ... 22.09 15.22 LibertyGlobal A LBTYA ... dd 18.05 –0.25 ...
11.10 9.66 GoresIX A GHIX ... cc 10.36 ... ... J 9.62 0.80 MersanaTherap MRSN ... dd 1.27 –0.15 ...
I 22.20 16.30 LibertyGlobal B LBTYB ... dd 18.74 +0.47 ... 27.70 12.03 Merus MRUS ... dd 23.95 –0.42 ...
13.68 0.78 GossamerBio GOSS ... dd .80 –0.12 ... 24.61 13.67 JakksPacific JAKK ... 3 18.13 +0.35 ... 22.78 16.16 LibertyGlobal C LBTYK ... dd 19.46 –0.20 ...
4.03 2.19 Grab GRAB ... dd 3.43 –0.12 ... 69.85 41.52 IAC IAC ... 18 50.31 –2.55 ... 177.71 127.80 J&JSnackFoods JJSF 1.8 49 165.53 –6.31 .735 3.82 0.96 MesaAir MESA ... dd .97 –0.26 ...
31.40 11.45 IBEX IBEX ... 13 14.95 +1.36 ... 10.01 5.90 LibertyLatAmA LILA ... 9 8.10 –0.37 ... 206.36 110.72 MesaLabs MLAB .6 cc 112.94 –9.97 .16
6.99 1.40 GracellBiotech GRCL ... dd 3.04 –0.19 ... 67.10 29.51 JD.com JD 2.0 15 30.41 –1.16 .62 9.98 5.88 LibertyLatAmC LILAK ... 9 8.10 –0.38 ...
124.53 78.37 GrandCanyonEduc LOPE ... 19 115.41 +4.27 ... 136.82 94.53 ICF Intl ICFI .5 36 121.10 –3.68 .14 7.99 0.79 Joann JOAN ... dd .81 –0.09 ... 5.12 1.16 Mesoblast MESO ... dd 1.24 –0.18 ...
212.43 115.33 ICU Medical ICUI ... dd 116.45 –11.55 ... 69.48 55.91 LibertyFormOne A FWONA ... 33 56.68 –2.35 ... 326.20 88.09 MetaPlatforms META ... 35 299.08 –1.23 ...
3.69 1.59 GraphiteBio GRPH ... dd 2.38 +0.08 ... 40.30 21.38 Joyy YY 4.3 13 40.05 +1.65 .20
30.25 11.04 IDEAYA Bio IDYA ... dd 27.63 –1.54 ... 37.00 31.00 LibertyLiveA LLYVA ... ... 31.11 –0.52 ... 11.19 9.95 MetalSkyStar MSSA ... 53 10.99 +0.09 ...
10.51 7.51 GreatElmCap GECC14.9 10 9.38 +0.12 .35 202.66 139.28 JackHenry JKHY 1.4 29 147.89 –6.60 .52
564.74 317.06 IdexxLab IDXX ... 46 435.69 –15.00 ... 78.58 62.67 LibertyFormOne C FWONK ... 36 63.04 –3.88 ... 0.22 0.07 MetalSkyStarRt MSSAR ... ... .15 –0.04 ...
2.49 1.85 GreatElm GEG ... 3 2.11 –0.09 ... 99.56 65.72 JackintheBox JACK 2.5 9 69.92 –2.11 .44
76.80 25.22 IES Holdings IESC ... 18 66.61 –1.21 ... 39.00 29.63 LibertyLiveC LLYVK ... ... 31.16 –0.84 ... 54.83 28.73 Methanex MEOH 1.8 13 42.26 +0.69 .185
9.67 4.75 GreatLakesDredge GLDD ... dd 7.93 +0.35 ... 0.56 ... JaguarGlbGrwI Rt JGGCR ... ... .25 ... ...
28.20 6.45 IGM Biosci IGMS ... dd 7.28 –0.08 ... 26.95 22.01 LibertySirius A LSXMA ... 12 22.45 +0.35 ... 24.34 13.10 MetroCityBkshs MCBS 3.7 8 19.32 –0.08 .18
64.16 45.39 GreatSouthernBncp GSBC 3.3 8 48.57 –1.44 .40 11.68 9.30 JaguarGlbGrwI A JGGC ... 51 9.30 –1.40 ...
7.67 1.17 I-Mab IMAB ... ... 1.20 –0.14 ... 26.86 22.19 LibertySirius B LSXMB ... 12 22.36 –0.05 ... 94.30 54.77 MicrochipTech MCHP 2.1 18 77.08 –0.55 .41
37.49 26.33 GreenPlains GPRE ... dd 31.20 –2.60 ... 26.60 13.87 JamesRiver JRVR 1.3 18 15.60 +0.64 .05
3.95 0.90 IN8bio INAB ... dd 1.23 +0.31 ... 26.85 22.24 LibertySirius C LSXMK ... 12 22.71 +0.18 ... 74.77 48.43 MicronTech MU .7 dd 68.88 –1.00 .115
16.25 11.72 GreenPlainsPtrs GPP 11.9 9 15.28 +1.50 .455 25.69 16.01 JamfHolding JAMF ... dd 17.74 +0.53 ...
3.52 1.35 IO Biotech IOBT ... dd 1.47 +0.05 ... 11.06 10.02 LibertyRscsA LIBY ... cc 10.91 ... ... 366.78 213.43 Microsoft MSFT .9 33 317.01 –13.21 .75
22.30 1.55 GreenidgeGen GREE ... dd 3.76 –0.57 ... 23.64 9.26 JanuxTherap JANX ... dd 9.60 –0.27 ...
141.85 79.88 IPG Photonics IPGP ... 47 100.15 +0.09 ... 48.82 17.19 LibertyTripAdvB LTRPB ... dd 30.47 +3.21 ... 475.09 132.56 MicroStrategy MSTR ... 36 322.81 –17.97 ...
23.19 0.70 Greenlane GNLN ... dd .74 –0.14 ... 160.96 120.64 JazzPharm JAZZ ... dd 131.75 –0.74 ...
30.84 18.59 i3Verticals IIIV ... dd 20.96 –0.74 ... 1.68 0.50 LibertyTripAdvA LTRPA ... dd .52 –0.02 ... 2.91 0.88 Microvast MVST ... dd 1.76 –0.27 ...
11.72 7.23 GreenlightCapRe GLRE ... 6 10.92 –0.36 ... 17.50 2.38 Jet.AI JTAI ... 23 2.63 –0.42 ...
12.15 9.92 IXAcqnA IXAQ ... 23 10.90 +0.01 ... 11.46 1.52 LifecoreBiomed LFCR ... dd 8.04 –0.01 ... 8.20 1.82 MicroVision MVIS ... dd 2.12 –0.10 ...
10.97 5.71 Grifols GRFS ... cc 9.40 –0.49 ... 9.45 4.43 JetBlue JBLU ... 59 4.52 –0.45 ...
55.10 18.03 IcahnEnterprises IEP 20.1 dd 19.90 –1.01 1.00 5.45 1.14 LifeMD LFMD ... dd 4.30 –0.55 ... 34.99 18.25 MidPennBancorp MPB 3.9 7 20.27 –0.70 .20
26.29 6.80 GrindrodShipping GRIN 1.3 9 9.01 +0.73 .03 30.94 17.11 JFrog FROG ... dd 26.00 –1.03 ...
39.73 21.04 Ichor ICHR ... 39 30.12 –0.35 ... 9.59 4.22 LifeStanceHealth LFST ... dd 6.94 –0.07 ... 14.03 10.06 MidCapFin MFIC11.2 12 13.59 +0.19 .38
4.05 1.22 Gritstone GRTS ... dd 1.25 –0.29 ... 3.37 0.66 JianzhiEduc JZ ... ... .66 –0.09 ...
5.69 1.36 iClickInteract ICLK ... dd 2.07 +0.14 ... 10.25 4.31 LifetimeBrands LCUT 3.1 dd 5.50 –0.04.0425 162.02 122.33 Middleby MIDD ... 16 129.98 –8.14 ...
36.54 25.71 GroceryOutlet GO ... 40 28.80 –1.29 ... 8.19 1.86 Jiayin JFIN 7.8 2 4.90 +0.14 .38
268.07 171.43 Icon ICLR ... 41 250.41 –11.30 ... 12.96 5.22 LifewayFoods LWAY ... 33 12.42 +0.42 ... 95.82 66.51 MiddlesexWater MSEX 1.8 33 68.02 –5.12.3125
13.78 2.89 Groupon GRPN ... dd 11.71 –0.11 ... 71.88 46.30 JohnsonOutdoors JOUT 2.4 12 52.39 –2.51 .31
16.45 2.28 Icosavax ICVX ... dd 8.26 +0.81 ... 85.70 49.43 LigandPharm LGND ... 41 59.08 –2.90 ... 28.59 17.98 MidlandStBncp MSBI 5.8 5 20.62 –1.12 .30
12.30 7.77 GrowthforGoodA GFGD ... 70 10.52 –0.02 ... K
9.21 2.21 iHeartMedia IHRT ... dd 3.48 +0.08 ... 79.07 40.10 Light&Wonder LNW ... cc 73.35 –4.79 ... 35.58 17.80 MidWestOneFin MOFG 5.0 7 19.33 –1.65.2425
0.30 ... GrowthforGoodRt GFGDR ... ... ... ... ...
7.64 1.94 IkenaOncology IKNA ... dd 4.56 +0.11 ... 520.19 250.20 KLA KLAC 1.2 19 451.82 –2.40 1.30 2.37 0.37 Lilium LILM ... ... .82 –0.16 ... 9.73 2.68 MilestonePharm MIST ... dd 3.00 –0.15 ...
100.21 50.02 GrAeroportuario OMAB ... 19 95.40 –1.25 ...
248.87 131.80 Illumina ILMN ... dd 132.44 –13.71 ... 18.63 5.02 KLX Energy KLXE ... 3 10.87 –0.74 ... 17.90 11.00 Limoneira LMNR 2.0 30 14.88 –0.26 .075 25.27 13.20 MillerKnoll MLKN 3.8 36 19.98 +1.80.1875
62.75 20.67 GuardantHealth GH ... dd 25.93 –3.60 ...
9.25 4.85 Immersion IMMR 1.8 5 6.67 –0.14 .03 12.10 5.11 KVH Inds KVHI ... 3 5.27 –0.25 ... 9.25 4.59 LincolnEduc LINC ... 9 8.61 –0.12 ... 21.15 10.22 MillicomIntl TIGO ... cc 15.89 +0.12 ...
5.74 2.95 GulfIslandFab GIFI ... 18 3.23 ... ...
16.17 3.70 Immuneering IMRX ... dd 7.67 –0.38 ... 11.30 10.05 KairousAcqn KACL ... cc 11.25 ... ... 210.86 120.01 LincolnElectric LECO 1.4 22 176.80 –4.40 .64 2.50 1.86 Mind CTI MNDO12.6 8 1.90 +0.01 .24
4.30 1.76 Gulf Resources GURE ... 4 1.86 –0.08 ...
11.76 1.11 Immunic IMUX ... dd 1.36 –0.07 ... 0.55 0.02 KairousAcqnRt KACLR ... ... .11 +0.01 ... 18.87 11.97 LiquiditySvcs LQDT ... 24 17.25 –0.93 ... 6.32 2.12 MindMed MNMD ... dd 3.61 –0.56 ...
H 7.10 1.21 ImmunityBio IBRX ... dd 1.65 –0.15 ... 97.58 56.79 KaiserAlum KALU 4.2 cc 73.71 –3.61 .77 309.94 192.19 Littelfuse LFUS 1.1 19 247.09 –5.30 .65 21.98 9.96 MineralysTherap MLYS ... dd 10.74 –0.77 ...
56.47 26.94 H&E Equipment HEES 2.6 10 42.21 –1.61 .275 69.06 41.25 Immunocore IMCR ... dd 52.04 –0.75 ... 2.38 1.53 Kaltura KLTR ... dd 1.72 –0.22 ... 59.86 40.26 LivaNova LIVN ... dd 54.74 –3.06 ... 101.30 27.30 MiratiTherap MRTX ... dd 41.00 +7.95 ...
23.49 16.33 HBT Finl HBT 3.8 9 17.90 –1.18 .17 20.69 3.61 Immunogen IMGN ... dd 14.77 –0.95 ... 15.11 4.12 KalVistaPharm KALV ... dd 9.12 –0.70 ... 18.17 3.19 LivePerson LPSN ... dd 4.43 –0.02 ... 33.39 17.32 MirumPharm MIRM ... dd 30.72 –2.13 ...
10.96 10.04 HCM Acqn A HCMA ... 53 10.96 ... ... 5.90 1.70 ImmunoPrecise IPA ... dd 1.97 +0.21 ... 5.85 3.72 Kamada KMDA ... 68 5.17 –0.01 ... 3.47 1.70 LiveVox LVOX ... dd 3.43 +0.13 ... 16.96 8.55 MissionProduce AVO ... dd 9.81 +0.47 ...
2.74 1.08 HCW Biologics HCWB ... dd 2.05 +0.04 ... 25.13 4.26 Immunovant IMVT ... dd 20.39 –1.42 ... 4.27 2.00 KandiTech KNDI ... dd 3.46 +0.08 ... 4.02 0.26 LixiangEduc LXEH ... dd .28 +0.01 ... 48.11 24.85 Mobileye MBLY ... dd 40.03 +2.34 ...
23.05 17.31 HMN Fin HMNF 1.4 12 19.85 –0.64 .08 3.90 1.47 Immutep IMMP ... dd 1.98 –0.04 ... 26.26 9.74 Kanzhun BZ ... cc 15.18 +0.06 ... 25.00 17.50 LoganRidgeFin LRFC 4.2 dd 21.06 –0.20 .26 11.75 9.96 MobivAcqn MOBV ... cc 10.70 +0.02 ...
2.05 0.59 Hookipa HOOK ... dd .60 –0.10 ... 6.31 0.28 ImpelPharm IMPL ... dd .55 –0.09 ... 26.69 12.50 KaratPkg KRT 1.8 15 22.46 +0.71 .40 73.70 41.81 LogitechIntl LOGI 1.7 35 70.81 –0.721.1805 217.25 95.02 Moderna MRNA ... 37 99.99 –14.60 ...
21.28 7.39 Hutchmed HCM ... dd 15.83 +1.12 ... 144.90 52.00 Impinj PI ... dd 54.61 –9.30 ... 245.00 159.73 KarunaTherap KRTX ... dd 166.03 –14.87 ... 10.29 2.70 LongboardPharm LBPH ... dd 5.61 –0.62 ... 113.53 26.20 ModivCare MODV ... dd 35.54 +0.29 ...
53.52 24.38 H World HTHT ... 83 39.56 –1.07 ... 83.84 52.59 InariMedical NARI ... dd 63.55 –2.99 ... 6.01 1.11 KaryopharmTherap KPTI ... dd 1.15 –0.06 ... 4.92 1.85 LoopIndustries LOOP ... dd 3.60 +0.09 ... 7.36 4.12 MolecularPtrs MOLN ... dd 4.70 +0.14 ...
24.82 17.10 HackettGroup HCKT 1.9 18 22.86 –1.00 .11 4.94 1.03 Incannex IXHL ... dd 1.13 –0.28 ... 33.75 10.00 Katapult KPLT ... dd 10.50 –2.10 ... 16.60 1.63 Lottery.com LTRY ... dd 3.35 –0.55 ... 79.50 2.26 Momentus MNTS ... dd 2.29 –1.12 ...
22.14 9.36 HainCelestial HAIN ... dd 10.16 +0.17 ... 10.71 9.90 InceptionGrowth IGTA ... 76 10.61 ... ... 11.32 6.58 KearnyFinancial KRNY 6.4 11 6.87 –0.26 .11 30.94 17.60 Lovesac LOVE ... 15 19.81 –1.39 ... 85.67 54.21 MonarchCasino MCRI 1.9 14 63.00 –3.15 .30
17.90 1.90 HallmarkFin HALL ... dd 1.90 –0.18 ... 0.23 0.07 InceptionGrowthRt IGTAR ... ... .18 +0.01 ... 10.20 10.14 KeenVisionAcqn KVAC ... ... 10.16 +0.02 ... 2.36 1.11 LucidDiag LUCD ... dd 1.44 –0.08 ... 189.15 73.58 monday.com MNDY ... dd 157.00 –6.38 ...
59.46 29.85 HalozymeTherap HALO ... 23 39.57 +0.35 ... 86.29 57.91 Incyte INCY ... 36 58.10 –4.45 ... 19.43 13.41 KellyServices A KELYA 1.6 cc 18.32 +0.07 .075 17.81 5.07 Lucid LCID ... dd 5.11 –0.81 ... 14.25 3.41 Mondee MOND ... dd 4.38 –2.74 ...
44 BARRON’S September 25, 2023

D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA


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.
78.59 54.72 Mondelez MDLZ 2.4 23 70.43 –1.51 .425 1.75 0.59 NuCana NCNA ... dd .62 –0.02 ... 11.00 9.95 PearlHldgsAcqnA PRLH ... 42 10.69 +0.02 ... 23.30 8.62 RBB Bancorp RBB 4.9 4 13.07 –0.16 .16 38.99 19.47 SandySpringBncp SASR 6.5 7 20.85 –1.17 .34
439.00 135.15 MongoDB MDB ... dd 335.76 –26.37 ... 15.09 8.12 NurixTherap NRIX ... dd 8.85 –0.01 ... 59.23 29.05 Pegasystems PEGA .3 dd 42.50 –0.79 .03 97.45 59.54 RCI Hospitality RICK .4 15 60.03 –3.57 .06 127.26 74.33 Sanfilippo JBSS .8 18 97.34 –4.47 1.20
595.98 301.69 MonolithicPower MPWR .9 48 449.29 –14.94 1.00 36.71 19.96 Nutanix NTNX ... dd 35.09 –0.30 ... 17.83 4.39 Peloton PTON ... dd 4.46 –0.58 ... 21.55 10.11 RCM Tech RCMT ... 12 20.17 +0.56 ... 5.27 0.76 SangamoTherap SGMO ... dd .77 –0.23 ...
55.70 28.33 Monro MNRO 3.9 26 28.44 –1.12 .28 50.59 15.57 Nuvalent NUVL ... dd 43.59 –3.77 ... 16.39 8.68 Pennant PNTG ... 27 11.40 +0.16 ... 27.20 16.93 REGENXBIO RGNX ... dd 17.11 –0.67 ... 6.29 3.15 SangomaTechs SANG ... dd 3.99 –0.15 ...
60.47 42.81 MonsterBev MNST ... 40 54.52 –1.62 ... 43.81 14.88 Nuvei NVEI 2.7 cc 14.98 –2.36.0743 28.00 21.50 PennsWoodsBncp PWOD 5.7 9 22.32 ... .32 11.70 9.87 RF Acqn A RFAC ... cc 10.65 +0.02 ... 69.28 44.29 Sanmina SANM ... 10 52.66 +0.45 ...
10.96 4.40 MonteRosaTherap GLUE ... dd 6.00 –0.01 ... 502.66 108.13 NVIDIA NVDA .0 cc 416.10 –22.90 .04 31.42 23.05 PeoplesBncpOH PEBO 6.2 7 25.25 –0.74 .39 0.28 0.07 RF Acqn Rt RFACR ... ... .11 ... ... 57.82 36.91 Sanofi SNY ... 15 54.02 –0.52 ...
10.74 9.85 MontereyCapA MCAC ... dd 10.61 ... ... 10.34 4.36 Nyxoah NYXH ... dd 7.30 –0.45 ... 34.88 16.35 PeoplesBncpNC PEBK 3.5 7 21.55 –1.44 .19 6.09 2.66 RF Industries RFIL ... dd 2.68 –0.21 ... 30.81 16.18 SapiensIntl SPNS 1.8 28 28.58 –0.11 .26
0.30 0.02 MontereyCapRt MCACR ... ... .20 –0.03 ... O 58.50 30.60 PeoplesFinSvcs PFIS 3.7 9 44.39 +0.15 .41 24.55 17.60 RGC Resources RGCO 4.4 dd 18.00 ....1975 15.18 0.68 SarcosTech&Robotic STRC ... dd .68 –0.07 ...
12.00 10.09 MontereyInnov MTRY ... dd 11.25 –0.05 ... 20.00 4.32 PepGen PEPG ... dd 5.12 –0.69 ... 19.46 6.71 R1 RCM RCM ... dd 15.58 +0.10 ... 159.89 100.15 SareptaTherap SRPT ... dd 119.93 +1.53 ...
259.28 163.28 Morningstar MORN .6 cc 243.60 –6.39 .375 56.00 26.41 OddityTech ODD ... ... 26.57 –6.98 ... 10.76 9.96 PepperLimeA PEPL ... cc 10.75 +0.05 ... 2.66 0.09 RVL Pharm RVLP ... dd .10 –0.02 ... 4.21 1.08 Savara SVRA ... dd 3.78 +0.10 ...
63.08 23.03 Morphic MORF ... dd 36.68 –16.54 ... 53.59 34.55 ODP ODP ... 10 45.48 –1.65 ... 196.88 160.98 PepsiCo PEP 2.9 31 175.27 –4.571.265 6.07 1.05 RackspaceTech RXT ... dd 2.20 +0.66 ... 35.50 25.75 ScanSource SCSC ... 9 30.01 –0.27 ...
8.67 3.17 MorphoSys MOR ... 12 7.50 –0.54 ... 111.35 54.93 ON Semi ON ... 22 93.81 +0.71 ... 12.25 10.10 PerceptionCapII PCCT ... dd 11.12 +0.12 ... 35.18 12.03 RadNet RDNT ... dd 27.61 –0.90 ... 36.64 25.96 SchnitzerSteel RDUS 2.8 80 27.23 –1.60.1875
12.00 7.50 OP Bancorp OPBK 5.1 5 9.33 –0.05 .12 17.49 9.97 PerdoceoEduc PRDO 2.6 9 16.91 +0.48 .11 13.00 5.56 ScholarRock SRRK ... dd 6.36 –0.04 ...
19.93 4.26 MotorcarParts MPAA ... dd 7.48 +0.03 ... 23.46 14.96 Radware RDWR ... dd 16.32 –0.44 ...
2.24 1.00 OPKO Health OPK ... dd 1.62 –0.02 ... 12.00 6.14 PerellaWeinberg PWP 2.7 dd 10.30 –0.61 .07 47.25 28.22 Scholastic SCHL 2.4 23 33.80 –5.90 .20
11.20 10.23 MountainI A MCAA ... 64 11.16 +0.05 ... 14.48 0.82 RainOncology RAIN ... dd .85 +0.02 ...
11.02 9.80 OPYAcqnIA OHAA ... dd 10.42 ... ... 96.93 58.00 Perficient PRFT ... 21 59.76 –0.26 ... 59.24 15.85 Schrodinger SDGR ... 34 29.03 –4.00 ...
0.38 0.04 MountainCrestVRt MCAGR ... ... .15 –0.01 ... 15.68 4.15 Rallybio RLYB ... dd 4.86 –0.07 ...
975.72 680.00 OReillyAuto ORLY ... 26 936.02 +5.81 ... 3.97 1.72 PerformantFin PFMT ... dd 2.27 –0.11 ... 11.80 9.90 SchultzeSpecII A SAMA ... 79 10.59 +0.01 ...
11.40 9.69 MountainCrestV MCAG ... dd 10.65 –0.03 ... 10.48 5.94 RamacoRscsA METC 5.6 5 8.96 –0.04 .125
139.90 69.31 OSI Systems OSIS ... 21 113.52 –4.84 ... 42.75 18.81 PerionNetwork PERI ... 13 30.00 +0.03 ... 22.87 10.60 SciPlay SCPL ... 23 22.79 +0.01 ...
10.76 0.56 Movella MVLA ... dd .65 +0.02 ... 19.80 8.50 RamacoRscsB METCB 5.3 ... 12.42 +0.71.1654
21.69 17.59 OaktreeSpec OCSL10.9 17 20.06 –0.10 .55 11.49 7.77 Perma-PipeIntl PPIH ... 14 8.20 –0.26 ... 12.75 3.68 scPharm SCPH ... dd 7.04 +0.02 ...
17.75 0.85 MultiMetaVerse MMV ... dd 1.20 –0.23 ... 68.54 23.84 Rambus RMBS ... 32 53.66 –1.89 ...
3.16 0.91 Oatly OTLY ... dd .93 –0.11 ... 4.31 1.24 Personalis PSNL ... dd 1.24 –0.16 ... 11.50 9.59 ScreamingEagleA SCRM ... 34 10.45 +0.01 ...
25.00 9.80 MurphyCanyonA MURF ... cc 16.85 +6.61 ... 10.80 2.56 RaniTherap RANI ... dd 2.78 +0.04 ...
24.93 12.81 OceanFirstFin OCFC 5.5 6 14.65 –1.35 .20 12.58 3.75 PetcoHealth WOOF ... 29 3.91 –0.39 ... 16.13 5.41 ScrippsEW SSP ... dd 6.06 –1.03 ...
7.74 3.37 Mynaric MYNA ... dd 4.58 +0.03 ... 3.72 0.83 RapidMicro RPID ... dd 1.14 –0.04 ...
7.96 2.57 OcularTherapeutix OCUL ... dd 3.19 –0.29 ... 20.87 6.66 PetIQ PETQ ... dd 19.92 +0.79 ... 34.96 17.93 SeacoastBkgFL SBCF 3.3 17 21.86 –1.05 .18
24.21 13.92 MyriadGenetics MYGN ... dd 16.61 ... ... 55.61 26.49 Rapid7 RPD ... dd 46.85 +0.94 ...
14.50 6.26 Oculis OCS ... ... 11.45 –0.95 ... 22.64 10.48 PetMedExpress PETS10.9 dd 10.97 –0.75 .30 74.51 47.47 Seagate STX 4.2 dd 65.90 +2.15 .70
N 26.00 18.46 RayzeBio RYZB ... ... 19.62 –4.38 ...
18.10 5.10 OfficePropIncm OPI 19.6 24 5.11 –0.94 .25 17.81 8.65 Pharming PHAR ... dd 12.90 –0.60 ... 214.00 116.08 Seagen SGEN ... dd 213.70 +5.30 ...
7.69 3.11 RealGoodFood RGF ... dd 3.64 –0.36 ...
41.25 20.02 Napco Security NSSC 1.4 32 23.06 –0.39 .08 31.20 21.90 OhioValleyBanc OVBC 3.6 8 24.38 ... .22 26.86 1.77 Pharvaris PHVS ... dd 20.32 +0.07 ... 10.77 9.20 SeaportGlblAcqnII SGIIU ... ... 10.72 +0.01 ...
2.94 1.00 RealReal REAL ... dd 2.14 –0.21 ...
48.68 27.53 NBT Bancorp NBTB 4.2 10 30.83 –1.97 .32 91.50 44.12 Okta OKTA ... dd 80.68 –3.63 ... 17.02 5.84 PhathomPharm PHAT ... dd 10.63 –2.47 ... 11.67 9.76 SeaportGlblAcqnII SGII ... dd 10.72 +0.02 ...
172.36 21.83 ReataPharm RETA ... dd 172.32 +0.32 ...
13.34 1.01 NGM Biopharm NGM ... dd 1.05 –0.26 ... 11.84 2.02 Olaplex OLPX ... 12 2.07 –0.19 ... 40.00 30.53 Phenixfin PFX ... 5 38.53 +0.83 ... 10.06 5.28 SecureWorks SCWX ... dd 5.91 –0.14 ...
16.75 4.54 RecursionPharm RXRX ... dd 7.92 –0.65 ...
231.54 164.65 NICE NICE ... 37 171.89 –4.57 ... 438.05 240.00 OldDomFreight ODFL .4 35 400.66 –8.94 .40 3.65 0.38 PhenomeX CELL ... dd .99 ... ... 8.86 5.23 SecurityNatFin SNFCA ... 7 8.18 –0.01 ...
60.57 43.50 RedRiverBcshs RRBI .7 8 45.45 –2.41 .08
30.14 19.02 NMI Holdings NMIH ... 8 28.32 +0.24 ... 20.19 11.66 OldNatlBncp ONB 3.9 7 14.53 –0.59 .14 16.52 11.75 PhibroAnimal PAHC 3.6 16 13.22 +0.60 .12 8.78 2.25 Seer SEER ... dd 2.29 –0.27 ...
16.50 5.35 RedRobin RRGB ... dd 8.25 –1.69 ...
3.25 0.97 NN NNBR ... dd 1.91 –0.10 ... 17.80 10.79 Old2ndBcp OSBC 1.5 7 13.50 –0.58 .05 36.46 27.07 PhillipsEdison PECO 3.3 71 33.54 –1.63.0975 1.99 0.90 SelectaBiosci SELB ... dd 1.06 –0.08 ...
51.36 33.62 RedRockResorts RRR 2.4 11 41.80 –2.67 .25
1.54 0.22 NRX Pharm NRXP ... dd .26 –0.03 ... 13.50 2.19 OlemaPharm OLMA ... dd 12.48 –0.41 ... 11.83 10.08 PhoenixBiotech PBAX ... dd 10.93 +0.13 ... 17.68 3.08 Redfin RDFN ... dd 7.00 –1.33 ... 105.59 78.89 SelectiveIns SIGI 1.1 24 105.03 +5.37 .30
154.97 89.30 NV5Global NVEE ... 32 94.85 –3.86 ... 26.47 12.05 OlinkHolding OLK ... dd 14.67 –0.36 ... 26.98 13.86 Photronics PLAB ... 10 19.33 –0.14 ... 38.40 0.70 RedHillBio RDHL ... dd .73 –0.12 ... 49.49 0.28 SelinaHosp SLNA ... ... .29 –0.15 ...
225.57 132.08 NXP Semi NXPI 2.1 19 196.79 –0.591.014 80.94 44.72 Ollie'sBargain OLLI ... 32 75.79 –2.18 ... 26.57 19.96 Pilgrim'sPride PPC ... 33 22.81 –1.95 ... 11.23 9.93 RedwoodsAcqn RWOD ... 68 10.65 ... ... 4.96 0.55 Semantix STIX ... dd 1.97 +0.43 ...
11.00 10.12 NaborsEnerIIA NETD ... ... 10.18 +0.02 ... 58.84 22.62 OlympicSteel ZEUS 1.0 15 52.18 +2.00 .125 89.00 43.31 PinnacleFinPtrs PNFP 1.3 8 65.45 –1.43 .22 68.56 51.97 RegencyCtrs REG 4.3 28 60.77 –2.94 .65 12.03 10.11 SemperParatusA LGST ... 90 10.82 +0.05 ...
4.33 0.92 NanoLabs NA ... ... 1.20 +0.08 ... 128.51 77.28 OmegaFlex OFLX 1.7 35 79.53 –3.31 .33 1.45 0.25 PintecTech PT ... dd 1.04 +0.01 ... 847.50 668.00 RegenPharm REGN ... 22 824.84 +1.44 ... 35.18 17.82 Semtech SMTC ... dd 26.13 +1.15 ...
22.69 5.31 NanoXImaging NNOX ... dd 6.44 –0.54 ... 11.98 2.69 OmegaTherap OMGA ... dd 3.14 –0.16 ... 2.32 1.12 Pixelworks PXLW ... dd 1.13 –0.08 ... 24.40 8.36 RelayTherap RLAY ... dd 8.62 –0.75 ... 68.74 32.50 SenecaFoods A SENEA ... 16 53.89 +0.45 ...
11.00 1.75 Nanobiotix NBTX ... dd 8.47 –0.95 ... 7.80 1.74 Omeros OMER ... 5 2.94 –0.17 ... 16.05 10.17 PlainsAllAmPipe PAA 6.8 10 15.79 +0.64.2675 38.68 1.81 RelmadaTherap RLMD ... dd 2.79 –0.30 ... 69.83 31.51 SenecaFoods B SENEB ... 15 52.01 +0.49 ...
13.97 1.40 NanoStringTech NSTG ... dd 1.50 –0.20 ... 10.50 1.91 OmniAb OABI ... dd 5.01 –0.18 ... 16.70 10.45 PlainsGP PAGP 6.4 16 16.61 +0.64.2675 26.44 8.94 RemitlyGlobal RELY ... dd 24.66 –1.34 ... 1.93 0.75 SenseiBiotherap SNSE ... dd .87 +0.05 ...
69.22 48.62 Nasdaq NDAQ 1.8 22 48.67 –2.10 .22 91.99 46.11 Omnicell OMCL ... dd 49.82 –5.73 ... 9.77 5.35 PlayaHotels PLYA ... 24 7.09 –0.37 ... 4.04 1.05 Renalytix RNLX ... dd 2.18 +0.04 ... 1.86 1.13 SenstarTech SNT ... 10 1.13 –0.04 ...
63.00 34.00 Natera NTRA ... dd 45.82 –5.68 ... 11.55 9.79 OmniLitAcqnA OLIT ... dd 10.55 ... ... 5.01 3.15 Playstudios MYPS ... dd 3.20 –0.16 ... 41.77 23.47 Renasant RNST 3.5 8 25.06 –1.16 .22 8.77 0.38 SentiBiosciences SNTI ... dd .45 –0.13 ...
83.00 62.00 Nathan's NATH 2.8 15 71.23 –2.94 .50 13.29 5.82 1-800-FLOWERS FLWS ... dd 6.58 –0.45 ... 12.90 7.81 Playtika PLTK ... 12 9.93 –0.52 ... 11.30 1.79 ReneoPharm RPHM ... dd 7.58 +0.25 ... 4.25 1.10 SeraPrognostics SERA ... dd 1.75 +0.01 ...
55.12 38.40 NationalBeverage FIZZ ... 28 46.78 +0.14 ... 5.88 3.98 180DegreeCap TURN ... dd 4.27 –0.01 ... 115.36 83.84 Plexus PLXS ... 17 90.26 +0.22 ... 6.86 4.04 ReNewEnergy RNW ... dd 5.73 –0.24 ... 9.49 2.60 SeresTherap MCRB ... dd 2.61 –0.25 ...
9.11 1.01 NatlCineMedia NCMI ... 2 4.75 –0.08 ... 4.00 2.27 111 YI ... dd 2.46 –0.24 ... 36.64 14.98 PliantTherap PLRX ... dd 15.01 –1.00 ... 4.82 0.73 RenttheRunway RENT ... dd .73 –0.13 ... 11.57 5.00 ServiceProperties SVC 10.6 dd 7.52 –0.47 .20
59.98 34.97 NatlInstruments NATI 1.9 44 59.58 –0.02 .28 7.47 3.45 1stdibs.com DIBS ... dd 3.67 –0.19 ... 8.25 2.23 PolestarAuto PSNY ... dd 2.24 –0.54 ... 18.68 8.02 RepareTherap RPTX ... dd 12.19 +1.87 ... 2.37 0.61 17Educ&Tech YQ ... dd .75 +0.01 ...
47.60 34.69 NatlResearch NRC 1.0 40 46.53 +0.83 .12 39.15 23.68 OneWaterMarine ONEW ... 5 24.86 –1.25 ... 10.04 6.51 PonceFinl PDLB ... dd 7.56 –0.40 ... 225.62 134.64 Repligen RGEN ... 67 160.55 –4.95 ... 6.22 2.13 Shapeways SHPW ... dd 2.98 –0.30 ...
43.82 15.81 NationalVision EYE ... 68 15.82 –0.71 ... 12.00 10.05 OnyxAcqnIA ONYX ... cc 10.86 –0.04 ... 11.93 10.16 PonoCapitalThree PTHR ... 69 10.55 +0.03 ... 29.52 15.48 Replimune REPL ... dd 16.78 –1.11 ... 2.71 0.77 Sharecare SHCR ... dd .91 –0.06 ...
476.63 166.94 NatlWesternLife NWLI .1 21 446.66 –16.20 .36 11.99 5.35 OpenLending LPRO ... 20 7.03 –0.81 ... 11.56 9.95 PonoCapTwoA PTWO ... cc 10.66 +0.05 ... 48.32 37.23 RepublicBcpKYA RBCAA 3.4 10 43.38 –0.78 .374 4.76 1.51 ShattuckLabs STTK ... dd 1.51 –0.54 ...
10.12 5.06 NaturalAlt NAII ... 15 6.57 –0.08 ... 43.25 24.91 OpenText OTEX 2.8 64 35.61 –3.37 .25 423.97 278.10 Pool POOL 1.3 23 343.70 –6.40 1.10 7.77 4.42 ReservoirMedia RSVR ... cc 5.85 ... ... 23.31 15.62 ShenandoahTel SHEN .4 dd 20.40 –0.58 .08
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4.65 1.50 NautilusBiotech NAUT ... dd 3.19 –0.75 ... 5.41 0.92 OpendoorTech OPEN ... dd 2.57 –0.65 ... 77.45 49.34 Popular BPOP 3.6 5 61.90 –1.93 .55
19.83 14.03 ResourcesConnect RGP 3.7 9 15.07 –0.02 .14 32.43 17.32 ShoalsTech SHLS ... 21 20.03 –0.96 ...
19.69 12.88 Navient NAVI 3.8 6 16.77 –1.11 .16 28.58 3.92 Opera OPRA 3.0 21 12.95 –0.16 .80 25.88 15.54 Portillo's PTLO ... 69 15.55 –1.13 ...
16.37 11.97 RetailOppor ROIC 4.7 34 12.82 –1.08 .15 320.54 172.50 ShockwaveMed SWAV ... 30 194.49 –18.85 ...
11.17 3.11 NavitasSemi NVTS ... dd 6.96 –0.63 ... 8.06 2.19 OportunFin OPRT ... dd 7.16 –0.25 ... 23.72 18.00 PortmanRidge PTMN14.4 dd 19.16 +0.28 .69
37.98 11.10 RevanceTherap RVNC ... dd 13.01 –3.79 ... 29.47 19.24 ShoeCarnival SCVL 1.7 7 23.15 +0.94 .10
29.14 16.38 Nayax NYAX ... dd 22.56 +1.05 ... 6.25 1.68 Opthea OPT ... dd 1.70 –0.38 ... 8.82 1.54 PoseidaTherap PSTX ... dd 1.90 –0.14 ...
11.25 9.66 RevelstoneCapA RCAC ... 89 10.62 +0.02 ... 20.85 10.41 ShoreBancshares SHBI 4.6 7 10.43 –0.87 .12
37.25 19.58 nCino NCNO ... dd 31.60 –1.37 ... 4.85 3.10 OpticalCable OCC ... 5 3.14 –0.31 ... 11.14 4.31 Potbelly PBPB ... 18 7.87 –0.20 ...
35.50 17.39 RevolutionMed RVMD ... dd 30.00 –1.76 ... 34.10 12.91 Shyft SHYF 1.3 13 14.97 –0.50 .05
18.65 0.19 NearIntelligence NIR ... dd .28 –0.08 ... 3.74 0.90 Optinose OPTN ... dd 1.26 –0.11 ... 54.44 39.10 PotlatchDelt PCH 4.0 38 44.92 –2.77 .45
32.50 25.53 ReynoldsCnsmr REYN 3.5 23 26.07 +0.34 .23 8.88 1.25 Sientra SIEN ... dd 2.75 +0.60 ...
4.37 0.51 NektarTherap NKTR ... dd .62 –0.09 ... 35.87 24.23 OptionCare OPCH ... 25 33.29 –1.55 ... 90.00 20.17 PowellIndustries POWL 1.4 25 76.66 –2.51.2625
34.99 15.50 RhythmPharm RYTM ... dd 23.31 –1.65 ... 22.53 15.01 SierraBancorp BSRR 4.8 8 19.05 ... .23
27.77 10.85 NeoGames NGMS ... dd 27.16 –0.06 ... 7.82 3.45 OraSureTechs OSUR ... 10 5.65 +0.12 ... 99.60 59.16 PowerIntegrations POWI 1.0 49 76.77 –2.54 .19
4.84 2.19 RibbonComms RBBN ... dd 2.70 –0.12 ... 15.30 2.78 SightSciences SGHT ... dd 3.05 –0.40 ...
24.10 10.49 Neogen NEOG ... dd 19.06 –1.70 ... 23.39 4.85 OrchestraBioMed OBIO ... dd 8.58 +1.53 ... 3.49 1.85 PowerFleet PWFL ... dd 2.01 –0.10 ...
27.24 10.93 RichardsonElec RELL 2.1 7 11.17 –0.36 .06 17.99 4.55 SilenceTherap SLN ... dd 10.74 +0.79 ...
21.74 7.62 NerdWallet NRDS ... cc 8.79 –0.51 ... 5.08 1.29 OrganiGram OGI ... dd 1.50 –0.32 ... 11.42 10.09 PowerUpAcqn PWUP ... 49 11.29 +0.29 ...
2.04 0.67 RigelPharm RIGL ... dd 1.09 –0.05 ... 50.00 24.57 Silicom SILC ... 9 24.80 –1.40 ...
80.53 58.08 NetApp NTAP 2.6 14 76.02 –1.70 .50 9.79 2.36 OricPharm ORIC ... dd 7.81 –0.49 ... 5.25 0.79 PraxisPrecision PRAX ... dd 1.44 +0.05 ...
5.83 2.15 RiminiStreet RMNI ... 46 2.18 –0.12 ... 194.68 109.44 SiliconLabs SLAB ... 54 114.53 –7.20 ...
110.82 53.09 NetEase NTES 1.7 18 101.84 +0.34 .525 23.19 12.26 OrthofixMed OFIX ... dd 12.50 –0.53 ... 2.36 0.81 Precigen PGEN ... dd 1.40 –0.09 ...
8.00 4.17 RiverviewBncp RVSB 4.2 8 5.71 –0.14 .06 95.33 50.50 SiliconMotion SIMO ... 20 51.71 +0.39 ...
485.00 211.73 Netflix NFLX ... 40 379.81 –17.13 ... 53.50 31.88 OrthoPediatrics KIDS ... cc 32.72 –1.35 ... 1.70 0.38 PrecisionBio DTIL ... dd .38 –0.03 ...
37.39 11.68 Rivian RIVN ... dd 20.59 –3.59 ... 58.04 15.03 SilkRoadMed SILK ... dd 15.71 –1.21 ...
22.23 11.21 Netgear NTGR ... dd 12.32 –0.54 ... 92.74 52.60 OtterTail OTTR 2.3 12 76.95 +0.56.4375 77.75 42.42 PreferredBankLA PFBC 3.6 6 61.41 –0.89 .55 10.65 7.52 SilverSpikeInvt SSIC 9.7 ... 9.51 –0.32 .40
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

5.95 3.33 Outbrain OB ... dd 5.01 +0.02 ... 17.00 5.38 Roadzen RDZN ... cc 5.65 –4.48 ...
38.02 25.90 NetScout NTCT ... 33 27.93 –0.07 ... 184.82 70.16 PreformedLine PLPC .5 12 163.48 –3.40 .20 23.20 14.94 SilvercrestAsset SAMG 4.5 14 16.77 –1.06 .19
30.55 10.96 OutsetMedical OM ... dd 11.02 –1.29 ... 8.66 2.66 PreludeTherap PRLD ... dd 2.81 –0.37 ... 13.23 7.57 Robinhood HOOD ... dd 9.70 –0.97 ...
17.74 9.90 NeumoraTherap NMRA ... ... 11.03 –5.22 ... 24.65 11.78 RocketPharm RCKT ... dd 20.40 –3.05 ... 24.85 14.68 SimmonsFirstNat SFNC 4.9 8 16.45 –1.07 .20
129.29 89.04 Neurocrine NBIX ... 65 113.74 +1.29 ... 39.27 17.05 Overstock OSTK ... dd 17.32 –2.55 ... 30.80 13.60 PremierFinl PFC 7.5 5 16.63 –1.36 .31
33.09 14.65 RockyBrands RCKY 4.2 12 14.83 –2.80 .155 52.69 32.58 SimulationsPlus SLP .6 79 40.27 –0.73 .06
6.95 1.25 Neuronetics STIM ... dd 1.31 –0.12 ... 4.14 1.41 OvidTherap OVID ... dd 3.64 –0.33 ... 35.57 21.05 Premier PINC 3.9 15 21.77 –0.16 .21
6.98 4.75 RockyMtnChoc RMCF ... dd 4.75 –0.14 ... 22.41 9.81 Sinclair SBGI 8.6 5 11.57 –0.71 .25
9.50 1.22 NeuroPace NPCE ... dd 7.89 –0.77 ... 6.27 4.76 OxfordLane OXLC19.4 dd 4.96 ... .08 3.85 0.42 Prenetics PRE ... dd .48 –0.02 ...
12.84 2.87 RoivantSciences ROIV ... dd 10.33 –0.96 ... 3.00 0.36 SingularGenomics OMIC ... dd .38 –0.04 ...
60.33 25.06 NewFortressEner NFE 1.3 16 30.27 –1.23 .10 3.70 2.60 OxfordSquare OXSQ14.4 dd 2.92 –0.09 .035 5.74 1.23 PrestoAutomation PRST ... 5 3.06 –0.29 ...
98.44 38.26 Roku ROKU ... dd 69.27 –6.99 ... 7.95 3.32 SiriusXM SIRI 2.4 14 4.03 +0.04.0242
13.20 11.17 NewMtnFin NMFC10.0 14 12.85 +0.04 .04 PQ 82.63 56.29 PriceSmart PSMT 1.2 20 74.55 –2.92 .46 142.88 73.10 SiTime SITM ... dd 106.88 –8.50 ...
21.73 11.03 PrimeMedicine PRME ... dd 11.08 –1.26 ... 14.80 3.31 Root ROOT ... dd 10.20 –0.35 ...
11.67 9.99 NewProvidenceII A NPAB ... 64 10.79 +0.29 ... 34.24 20.53 PAM Transport PTSI ... 8 20.53 –1.74 ... 508.90 356.22 RoperTech ROP .6 42 494.97 –0.84.6825 11.00 10.05 SizzleAcqn SZZL ... dd 10.84 –0.05 ...
12.96 8.28 NY Mortgage NYMT13.8 dd 8.72 –0.89 .30 13.05 7.01 PrimisFinl FRST 5.1 14 7.89 –0.26 .10 28.51 17.50 SkywardSpecIns SKWD ... 25 28.47 +2.69 ...
7.95 4.90 P&FIndustries PFIN 3.1 dd 6.52 ... .05 122.70 81.21 RossStores ROST 1.2 24 111.66 –6.51 .335
32.88 7.52 NewAmstPharma NAMS ... ... 9.41 –0.59 ... 37.60 23.49 PrincetonBncp BPRN 4.0 7 29.67 –0.82 .30 46.07 14.76 SkyWest SKYW ... dd 41.93 –0.94 ...
20.24 12.86 PCB Bancorp PCB 4.7 7 15.28 –0.64 .18 11.42 10.13 RothCHAcqnA USCT ... 27 10.75 ... ...
11.25 10.12 NewcourtAcqnA NCAC ... cc 11.09 +0.02 ... 96.17 65.17 PrincipalFinl PFG 3.5 12 74.51 –2.44 .65 123.69 76.16 Skyworks SWKS 2.8 15 96.42 –1.79 .68
56.68 37.76 PCConnection CNXN .6 19 53.86 +0.43 .08 11.36 9.90 RothCHAcqnV ROCL ... dd 10.52 +0.02 ...
16.76 7.80 NewellBrands NWL 3.1 dd 8.97 –0.52 .07 36.55 20.64 PriviaHealth PRVA ... 79 21.63 –2.69 ... 41.61 17.50 SleepNumber SNBR ... 47 24.40 –2.75 ...
5.15 3.78 PCTEL PCTI 5.2 12 4.20 +0.02 .055 7.00 3.14 Rover ROVR ... dd 5.98 –0.45 ...
9.50 5.07 Newmark NMRK 1.8 35 6.49 –0.33 .03 7.75 3.50 Procaps PROC ... 6 3.66 +0.16 ... 2.65 1.37 SmartSand SND ... 12 2.35 +0.05 ...
106.38 38.80 PDD PDD ... 24 95.93 –3.53 ... 147.82 84.54 RoyalGold RGLD 1.3 32 112.31 –0.26 .375
21.69 14.87 NewsCorp A NWSA 1.0 77 19.68 –0.60 .10 27.00 9.01 ProFrac ACDC ... 7 10.60 –0.87 ... 1.51 0.60 SmartShareGlbl EM ... dd .83 +0.03 ...
48.02 21.36 PDF Solutions PDFS ... cc 31.44 –0.23 ... 44.47 25.92 RoyaltyPharma RPRX 3.0 47 26.33 –1.80 .20
22.14 15.15 NewsCorp B NWS 1.0 79 20.36 –0.62 .10 62.34 40.33 ProgressSoftware PRGS 1.2 31 56.26 –0.48 .175
39.35 21.32 PENN Entmt PENN ... 5 22.36 –1.16 ... 46.30 28.48 RushEnt A RUSHA 1.7 6 40.40 +0.40 .14 1.09 0.31 SmileDirectClub SDC ... dd .42 ... ...
20.83 10.75 NewtekOne NEWT11.6 ... 14.80 –1.49 .18 45.98 28.03 Progyny PGNY ... 67 33.09 –1.12 ...
4.43 0.84 PLBY Group PLBY ... dd .87 –0.20 ... 50.05 31.25 RushEnt B RUSHB 1.5 7 44.61 +0.30 .14 13.69 8.21 Smith&Wesson SWBI 3.8 16 12.53 +1.06 .12
217.76 133.09 NexstarMedia NXST 3.9 8 139.72 –12.32 1.35 10.90 9.78 ProjectEnReimag PEGR ... 48 10.47 –0.01 ...
13.02 3.84 PMV Pharm PMVP ... dd 6.37 –0.34 ... 33.77 9.78 RxSight RXST ... dd 27.19 –2.64 ... 12.39 7.02 SnapOne SNPO ... dd 9.00 +0.49 ...
3.17 1.16 NextCure NXTC ... dd 1.35 –0.03 ... 11.30 0.91 ProSomnus OSA ... dd 1.00 –0.19 ...
43.34 17.74 PRA Group PRAA ... dd 18.19 –3.13 ... 112.75 55.90 Ryanair RYAAY ... 12 100.24 +0.84 ... 3.07 0.50 SoYoungIntl SY ... 46 1.08 –0.10 ...
23.73 15.23 NextGenHlthcr NXGN ... cc 23.65 +0.07 ... 7.83 5.92 ProspectCapital PSEC11.8 dd 6.11 –0.14 .06
47.75 25.29 ProceptBio PRCT ... dd 32.24 –0.58 ... 10.58 9.82 SocialLvgI A SLAC ... dd 10.16 –0.13 ...
46.55 28.24 Nextracker NXT ... 21 40.81 –2.07 ... 30.10 7.24 ProtagonistTherap PTGX ... dd 17.11 –0.79 ... S
152.09 101.82 PTC PTC ... 55 140.65 –0.80 ... 11.70 4.24 SoFiTech SOFI ... dd 7.54 –1.53 ...
8.57 4.37 NicholasFin NICK ... dd 4.82 –0.02 ... 4.18 1.62 ProtaraTherap TARA ... dd 1.72 –0.13 ... 38.43 24.93 S&T Bancorp STBA 4.9 7 26.38 –1.28 .32
59.84 23.57 PTC Therap PTCT ... dd 23.92 –2.34 ... 17.50 9.30 Sohu.com SOHU ... dd 9.90 +0.57 ...
4.10 0.52 Nikola NKLA ... dd 1.25 +0.06 ... 79.65 28.99 Prothena PRTA ... dd 51.00 –1.46 ... 312.34 200.87 SBA Comm SBAC 1.7 43 201.11 –17.04 .85
90.05 54.64 Paccar PCAR 1.3 12 84.93 –0.29 .27 5.80 2.01 SolGelTech SLGL ... dd 2.02 –0.44 ...
7.68 1.49 9F JFU ... dd 2.80 +0.09 ... 15.18 11.61 ProvidentFin PROV 4.4 11 12.86 +0.36 .14 3.87 1.15 SCYNEXIS SCYX ... 5 3.31 ... ...
14.55 4.97 PacBiosciCA PACB ... dd 8.94 –1.48 ... 345.80 132.79 SolarEdgeTech SEDG ... 26 134.60 –5.69 ...
18.02 5.69 908Devices MASS ... dd 6.04 –0.32 ... 20.08 11.64 PubMatic PUBM ... cc 11.72 –0.81 ... 28.50 2.16 SEALSQ LAES ... 6 2.19 –1.02 ...
37.50 17.53 PacificPremBncp PPBI 6.2 8 21.33 –1.13 .33 8.85 2.71 SolidBiosci SLDB ... dd 2.76 –0.36 ...
6.19 2.57 NiuTech NIU ... dd 2.84 –0.08 ... 18.18 4.07 Pulmonx LUNG ... dd 10.31 –0.06 ... 64.69 46.30 SEI Investments SEIC 1.4 20 60.25 –0.72 .43
58.10 32.67 PaciraBioSci PCRX ... dd 33.15 –0.49 ... 6.05 1.83 SolidPower SLDP ... dd 1.92 –0.21 ...
14.57 1.55 Nkarta NKTX ... dd 1.61 –0.02 ... 5.16 2.08 PumaBiotech PBYI ... dd 2.89 –0.17 ... 29.51 11.14 SI-BONE SIBN ... dd 21.15 –1.04 ...
12.46 6.85 PactivEvergreen PTVE 4.9 dd 8.16 –0.19 .10 3.79 1.93 SomaLogic SLGC ... dd 2.27 –0.06 ...
38.90 22.10 PureTechHealth PRTC ... dd 28.30 –0.70 ...
15.91 8.22 nLIGHT LASR ... dd 10.26 –0.37 ... 30.07 2.48 PacWestBancorp PACW .5 dd 7.66 –0.67 .01 10.85 4.22 SIGA Tech SIGA .0 12 4.71 +0.14 .45 48.20 5.40 Sonder SOND ... dd 6.40 –0.40 ...
6.76 1.66 PurpleInnovation PRPL ... dd 1.73 –0.52 ...
11.42 0.83 noco-noco NCNC ... 15 .97 –0.16 ... 258.88 132.22 PaloAltoNtwks PANW ... cc 228.51 –11.69 ... 10.88 9.87 SKGrowthOppsA SKGR ... 44 10.73 +0.01 ... 21.98 12.78 Sonos SONO ... dd 12.82 –0.48 ...
9.63 4.44 Puyi PUYI ... dd 5.07 –0.06 ...
30.00 0.50 Nogin NOGN ... dd .54 –0.09 ... 95.20 43.64 Palomar PLMR ... 23 51.63 –0.28 ... 17.93 10.81 SLM SLM 3.2 9 13.64 –0.62 .11 5.77 1.69 SophiaGenetics SOPH ... dd 2.38 –0.03 ...
6.92 1.10 PyxisOncology PYXS ... dd 1.60 –0.51 ...
6.55 2.44 Noodles NDLS ... dd 2.49 –0.13 ... 97.78 66.74 PapaJohn's PZZA 2.6 34 71.68 –5.19 .46 16.09 12.08 SLR Invt SLRC10.6 14 15.41 –0.09.1367 19.40 5.78 SoteraHealth SHC ... dd 15.38 –0.17 ...
57.18 35.14 QCR Holdings QCRH .5 7 48.65 –0.99 .06
253.40 202.57 Nordson NDSN 1.2 26 224.18 –6.61 .68 29.51 15.64 ParamountA PARAA 1.3 dd 15.75 –1.55 .05 29.99 12.04 SMART Global SGH ... ... 23.81 +0.31 ... 2.50 1.63 SotherlyHotels SOHO ... 6 1.69 –0.11 ...
25.49 9.47 QifuTechnology QFIN 5.1 5 15.42 –0.23 .50
49.18 33.15 NortheastBank NBN .1 7 43.00 –2.00 .01 25.93 12.56 ParamountB PARA 1.6 dd 12.64 –1.42 .05 224.18 1.28 SMXSecurityMatters SMX ... ... 1.31 –0.35 ... 31.96 18.75 SouthPlainsFin SPFI 2.0 7 26.07 –0.69 .13
2.14 0.70 QilianIntl QLI .0 20 .82 +0.05 .05
15.00 10.10 NorthernTechsIntl NTIC 2.1 36 13.13 +0.08 .07 20.08 10.30 Park-Ohio PKOH 2.5 dd 19.98 +1.73 .125 1.86 0.73 SPI Energy SPI ... dd .86 –0.10 ... 91.74 59.51 SouthState SSB 3.1 10 67.50 –2.32 .52
114.59 75.38 Qorvo QRVO ... dd 94.13 –1.80 ...
100.25 68.72 NorthernTrust NTRS 4.3 12 69.43 –3.29 .75 1.92 0.67 PassageBio PASG ... dd .68 –0.07 ... 42.29 30.25 SP Plus SP ... 18 35.62 –0.44 ... 49.96 20.75 SouthernFirstBcsh SFST ... 11 26.46 –1.00 ...
139.94 101.47 Qualcomm QCOM 3.0 14 107.68 –5.46 .80
16.13 9.12 NorthfieldBanc NFBK 5.7 8 9.20 –1.03 .13 60.49 31.66 PathwardFinl CASH .4 8 45.91 –3.86 .05 196.39 114.71 SPS Commerce SPSC ... cc 169.97 –5.94 ... 55.78 30.28 SoMO Bancorp SMBC 2.2 10 38.93 –3.20 .21
157.88 101.10 Qualys QLYS ... 48 153.12 +3.33 ...
56.77 33.29 NorthrimBanCorp NRIM 5.9 8 38.70 –2.40 .60 17.46 12.25 PatriaInvts PAX 6.5 23 14.80 –0.22 .251 64.52 45.25 SS&C Tech SSNC 1.8 22 53.82 –1.55 .24 31.00 19.61 SouthernStBcsh SSBK 1.6 6 22.86 –0.57 .09
28.99 1.96 QuantaSing QSG ... dd 2.09 –3.90 ...
10.79 9.92 NorthViewAcqn NVAC ... 43 10.78 –0.01 ... 11.97 10.13 PatriaLatAm PLAO ... 33 10.95 ... ... 17.74 12.78 SSR Mining SSRM 1.9 18 14.47 –0.55 .07 40.38 25.38 SouthsideBcshs SBSI 4.9 8 28.38 –1.20 .35
28.77 8.02 Quanterix QTRX ... dd 25.01 –0.72 ...
0.20 0.06 NorthViewRt NVACR ... ... .16 +0.01 ... 87.36 41.75 PatrickIndustries PATK 2.4 10 75.88 –1.92 .45 14.32 10.08 SabraHealthcare SBRA 8.6 dd 13.94 +0.56 .30 22.73 12.74 SovosBrands SOVO ... dd 22.67 +0.02 ...
2.00 0.58 Quantum QMCO ... dd .66 –0.12 ...
15.35 9.90 NorthwestBcshs NWBI 8.0 9 9.96 –0.77 .20 12.00 6.53 PatriotNatBncp PNBK ... 9 7.67 –0.23 ... 7.92 2.99 Sabre SABR ... dd 4.42 –0.20 ... 37.75 20.57 SpartanNash SPTN 3.9 26 22.13 +0.88 .215
3.90 1.36 Quantum-Si QSI ... dd 1.98 –0.26 ...
40.60 25.58 NorthwestPipe NWPX ... 11 30.78 –0.54 ... 9.80 6.95 PatriotTransport PATI ... 11 8.26 –0.70 ... 92.61 65.78 SafetyInsurance SAFT 5.2 29 69.66 +0.37 .90 2.41 1.19 SperoTherap SPRO ... dd 1.21 –0.07 ...
5.40 1.07 Quhuo QH ... 36 1.43 –0.12 ...
61.24 48.68 Northwestern NWE 5.1 17 50.50 –1.46 .64 34.53 23.87 Patterson PDCO 3.5 13 29.51 +1.17 .26 102.00 66.88 QuidelOrtho QDEL ... cc 71.63 –4.11 ... 29.75 19.07 SagaComm SGA 4.8 15 20.81 –0.49 .25 145.81 65.00 Splunk SPLK ... dd 145.07 +24.24 ...
34.75 23.00 NorwoodFin NWFL 4.4 8 26.22 –2.47 .29 19.81 9.70 PattersonUTIEn PTEN 2.2 9 14.48 –1.10 .08 1.93 0.54 QuinceTherap QNCX ... dd 1.15 –0.10 ... 11.72 9.97 SagaliamAcqnA SAGA ... dd 11.14 –0.19 ... 15.97 7.16 SpokHoldings SPOK 8.7 8 14.33 –0.36.3125
131.51 67.40 Nova NVMI ... 26 109.64 –2.83 ... 129.70 104.09 Paychex PAYX 3.2 26 112.95 –3.02 .89 18.18 6.79 QuinStreet QNST ... dd 8.92 –0.05 ... 0.28 0.05 SagaliamAcqnRt SAGAR ... ... .14 –0.01 ... 15.57 7.84 Sportradar SRAD ... dd 9.85 –0.76 ...
187.61 111.02 Novanta NOVT ... 66 140.18 –16.41 ... 33.26 20.50 PaycorHCM PYCR ... dd 21.95 –0.85 ... 13.56 3.69 QurateRetailB QRTEB ... dd 7.13 +0.43 ... 59.99 16.52 SageTherap SAGE ... dd 19.56 –1.46 ... 10.62 2.98 SportsmansWrhs SPWH ... 29 3.53 –0.08 ...
25.66 5.61 Novavax NVAX ... dd 7.13 –0.58 ... 269.34 160.00 Paylocity PCTY ... 71 176.88 –16.06 ... 2.84 0.56 QurateRetailA QRTEA ... dd .60 –0.03 ... 18.33 9.53 Sagimet SGMT ... ... 9.73 –2.19 ... 13.45 9.96 SportsMapTech SMAP ... dd 10.75 +0.10 ...
120.03 17.14 Novocure NVCR ... dd 17.35 –1.95 ... 8.04 4.02 Payoneer PAYO ... cc 6.04 –0.12 ... 443.85 178.31 Saia SAIA ... 31 386.61 –20.20 ... 10.79 10.00 SpringValleyII A SVII ... 51 10.72 +0.05 ...
8.26 1.77 Novonix NVX ... dd 2.20 –0.18 ... 95.57 57.29 PayPal PYPL ... 16 57.88 –6.33 ... R 2.26 0.54 SalemMedia SALM ... dd .59 +0.05 ... 0.29 0.10 SpringValleyII Rt SVIIR ... ... .15 +0.01 ...
11.94 9.98 NubiaBrandA NUBI ... cc 10.87 +0.05 ... 42.19 22.88 PeapackGladFin PGC .8 7 25.68 –0.76 .05 31.45 15.59 RaptTherap RAPT ... dd 17.24 –2.26 ... 8.01 2.99 SanaBiotech SANA ... dd 3.83 –0.64 ... 34.16 21.04 SpringWorks SWTX ... dd 23.72 –2.62 ...
September 25, 2023 BARRON’S 45

D ATA NASDAQ ISSUES FOREIGN MARKETS


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.
41.93 26.35 SproutsFarmers SFM ... 17 41.38 +0.58 ... 33.42 21.22 TowneBank TOWN 4.4 10 22.89 –0.47 .25 8.70 2.02 VerricaPharm VRCA ... dd 3.79 –0.26 ... 234.69 145.16 WD-40 WDFC 1.6 43 201.42 –4.25 .83 160.07 58.44 WorldAcceptance WRLD ... 19 125.29 –11.99 ...
3.57 0.95 SpruceBio SPRB ... dd 2.38 –0.08 ... 251.17 181.40 TractorSupply TSCO 2.0 20 205.05 –7.79 1.03 9.02 6.37 VersaBank VBNK .9 8 7.99 +0.09.0188 51.77 29.59 WSFS Financial WSFS 1.7 8 35.75 –2.43 .15 117.86 53.81 WynnResorts WYNN 1.1 dd 91.56 –5.48 .25
81.81 39.12 StaarSurgical STAA ... 78 39.41 –3.95 ... 91.85 39.43 TradeDesk TTD ... cc 76.35 –7.03 ... 23.77 11.92 Vertex VERX ... dd 21.96 +1.27 ... 12.38 3.28 WW Intl WW ... dd 9.99 –1.39 ... XYZ
9.23 4.47 Stagwell STGW ... dd 4.69 –0.75 ... 87.53 51.47 Tradeweb TW .4 51 81.79 –1.48 .09 367.00 276.57 VertexPharm VRTX ... 27 349.53 +0.63 ... 3.71 1.58 Wag! PET ... dd 1.90 –0.05 ...
3.16 0.92 StdBioTools LAB ... dd 2.78 –0.03 ... 0.44 0.09 TrailblazerI Rt TBMCR ... ... .14 –0.02 ... 40.88 11.97 VerveTherap VERV ... dd 12.09 –0.59 ... 10.39 2.02 XIAO-I AIXI ... ... 2.11 –0.07 ...
42.29 21.05 WalgreensBoots WBA 9.1 dd 21.12 –1.30 .48
25.03 16.57 StarBulkCarriers SBLK13.8 7 18.48 +0.44 .40 10.35 10.08 TrailblazerI A TBMC ... cc 10.34 +0.03 ... 38.10 5.81 ViaRenewables VIA 40.7 dd 8.91 +0.20.9063 26.00 13.68 XOMA XOMA ... dd 15.66 –2.05 ...
11.90 6.87 WalkMe WKME ... dd 8.20 –0.33 ...
1.59 0.65 StarEquity STRR ... 1 1.07 –0.05 ... 9.44 3.60 TransActTechs TACT ... 14 6.48 +0.08 ... 7.21 3.15 ViantTech DSP ... dd 5.34 –0.22 ... 27.71 10.30 XP XP 9.9 19 23.38 –2.98 .58
16.34 8.82 WarnerBrosA WBD ... dd 11.10 –0.74 ...
20.79 12.02 StarWi STHO ... dd 12.32 –0.13 ... 115.41 65.60 Transcat TRNS ... 69 95.01 –19.47 ... 47.35 19.95 ViaSat VSAT ... dd 19.99 –3.93 ... 6.69 3.00 XBiotech XBIT ... dd 4.36 –0.19 ...
38.76 21.57 WarnerMusic WMG 2.2 38 30.69 –1.58 .17
115.48 82.43 Starbucks SBUX 2.4 29 93.68 –2.55 .57 99.63 38.86 TransMedics TMDX ... dd 55.37 –4.17 ... 12.40 8.42 Viatris VTRS 5.0 6 9.64 –0.13 .12 72.99 55.11 XcelEnergy XEL 3.5 19 59.73 +1.76 .52
39.17 23.90 WashingtonFederal WAFD 4.0 6 25.27 –1.09 .25
5.90 2.46 StealthGas GASS ... 5 4.94 –0.05 ... 10.86 4.10 Travelzoo TZOO ... 9 6.16 +0.22 ... 15.32 8.52 ViaviSolutions VIAV ... 84 9.22 –0.63 ... 38.20 20.12 Xencor XNCR ... dd 20.16 –0.53 ...
50.93 22.26 WashTrBcp WASH 8.4 8 26.82 –1.08 .56
136.46 69.12 SteelDynamics STLD 1.7 6 101.10 +2.39 .425 26.55 7.00 TravereTherap TVTX ... dd 7.85 –5.84 ... 98.38 38.71 Vicor VICR ... 68 58.01 –0.55 ... 43.75 31.79 XenonPharm XENE ... dd 35.17 –1.69 ...
17.70 11.49 WaterstoneFinl WSBF 7.0 20 11.50 –0.59 .20
32.39 19.83 StepStone STEP 2.7 cc 30.91 –1.29 .21 27.97 13.27 TreaceMed TMCI ... dd 13.38 –1.00 ... 34.97 22.78 VictoryCapital VCTR 3.6 10 33.73 +0.59 .32 3.07 0.97 XerisBiopharma XERS ... dd 1.80 –0.20 ...
98.97 28.02 WeatherfordIntl WFRD ... 26 90.62 –6.09 ...
56.12 39.63 Stericycle SRCL ... cc 44.71 –0.02 ... 8.99 3.46 TremorIntl TRMR ... dd 3.46 –0.37 ... 116.40 6.08 View VIEW ... dd 8.16 –0.61 ... 18.00 11.80 Xerox XRX 6.2 dd 16.09 +0.03 .25
25.57 10.02 Weibo WB .0 10 12.29 +0.33 .85 4.92 1.95 XilioTherap XLO ... dd 2.22 –0.14 ...
20.43 10.58 SterlingCheck STER ... cc 13.22 –0.28 ... 3.50 1.43 TreviTherap TRVI ... dd 2.12 –0.23 ... 16.77 4.68 VigilNeurosci VIGL ... dd 5.59 –1.20 ... 11.68 9.99 WelsbachTech WTMA ... dd 10.78 +0.03 ...
84.00 20.46 SterlingInfr STRL ... 21 71.66 –2.34 ... 58.62 28.66 TriCoBancshares TCBK 3.8 8 31.36 –1.96 .30 25.72 2.53 VikingTherap VKTX ... dd 12.88 –1.89 ... 63.90 12.45 Xometry XMTR ... dd 16.68 –1.43 ...
0.27 0.03 WelsbachTechRt WTMAR ... ... .13 –0.03 ... 2.23 0.85 Xunlei XNET ... 7 1.65 –0.07 ...
37.85 26.36 StevenMadden SHOO 2.7 14 30.86 –0.94 .21 31.89 21.41 TriMas TRS .7 21 24.15 –0.74 .04 24.86 19.09 VillageSuper A VLGEA 4.4 7 22.61 +0.01 .25 23.90 18.50 Wendy's WEN 4.9 23 20.47 +0.36 .25
6.03 2.63 StitchFix SFIX ... dd 3.12 –0.11 ... 62.40 45.43 Trimble TRMB ... 36 50.22 –1.12 ... 5.19 3.07 Vimeo VMEO ... dd 3.54 –0.19 ... 15.89 2.70 Y-mAbsTherap YMAB ... dd 5.22 +0.23 ...
5.53 1.39 WerewolfTherap HOWL ... dd 2.21 –0.37 ... 47.23 36.85 YorkWater YORW 2.1 26 38.48 –2.31.2027
78.71 40.01 StockYardsBncp SYBT 3.0 10 40.63 –2.51 .30 1.41 0.63 TrinityBiotech TRIB ... dd .70 –0.02 ... 11.83 7.70 VinciPartners VINP 7.0 15 10.49 –0.38 .20 50.31 35.84 WernerEnterprises WERN 1.4 14 39.21 –0.96 .14
16.48 4.08 StokeTherap STOK ... dd 4.18 –0.80 ... 15.37 10.23 TrinityCapital TRIN 13.1 20 14.50 –0.28 .05 93.00 11.61 VinFastAuto VFS ... 85 15.63 –1.90 ... 11.73 9.86 YottaAcqn YOTA ... cc 10.49 –0.12 ...
41.37 19.84 WesBanco WSBC 6.0 8 23.50 –1.36 .35 0.30 0.04 YottaAcqnRt YOTAR ... ... .15 +0.05 ...
14.83 8.09 StoneCo STNE ... 22 10.64 –0.72 ... 43.59 19.25 Trip.com TCOM ... 26 35.83 –0.08 ... 3.99 0.67 VintageWineEstates VWE ... dd .68 +0.01 ... 25.80 15.04 WestBancorp WTBA 6.2 8 16.26 –1.22 .25
106.35 74.43 StoneX SNEX ... 8 95.74 +2.42 ... 27.30 14.39 Tripadvisor TRIP ... dd 16.07 +0.09 ... 1.60 0.70 ViomiTech VIOT ... dd .89 +0.01 ... 10.30 0.56 Yunji YJ ... dd .80 +0.17 ...
63.86 35.52 WestamericaBncp WABC 4.2 7 42.34 –1.49 .44 49.81 20.98 ZaiLab ZLAB ... dd 24.47 –1.29 ...
21.72 11.04 Stratasys SSYS ... dd 12.41 +0.02 ... 16.24 4.57 TriSalusLifeSci TLSI ... dd 5.50 +0.48 ... 31.55 8.90 VirBiotech VIR ... dd 9.35 –0.47 ... 15.87 9.80 WesternAcqn WAVS ... cc 11.20 +0.27 ...
98.22 59.92 StrategicEd STRA 3.2 49 75.67 –0.70 .60 4.27 0.39 TritiumDCFC DCFC ... dd .40 –0.25 ... 4.69 0.88 ViractaTherap VIRX ... dd 1.15 –0.12 ... 10.91 0.88 ZappEV ZAPP ... dd .92 –0.19 ...
46.89 29.73 WesternDigital WDC ... dd 45.14 +1.54 ... 351.74 224.57 ZebraTech ZBRA ... 18 227.15 –24.23 ...
31.04 16.06 Strattec STRT ... dd 22.75 –1.19 ... 72.62 45.08 TriumphFinl TFIN ... 32 64.26 –3.79 ... 6.49 3.54 VircoMfg VIRC ... 4 6.39 +0.74 ... 10.25 5.58 WestNewEngBncp WNEB 4.3 6 6.55 +0.11 .07 31.46 15.55 ZentalisPharm ZNTL ... dd 21.27 –2.14 ...
30.57 18.51 StratusProp STRS ... dd 27.84 –0.72 ... 2.03 0.93 trivago TRVG ... dd 1.02 –0.09 ... 23.38 16.26 VirtuFinancial VIRT 5.6 13 17.16 +0.04 .24 13.40 6.40 WestportFuelSys WPRT ... dd 6.54 –0.45 ... 7.80 0.75 ZeroFox ZFOX ... dd .99 –0.03 ...
12.50 3.58 StrongholdDig SDIG ... dd 4.21 –0.39 ... 3.49 1.30 TrueCar TRUE ... dd 2.22 –0.14 ... 248.23 141.80 VirtusInvtPtrs VRTS 3.8 11 200.89 –5.86 1.90 14.71 9.10 WestrockCoffee WEST ... dd 9.14 –0.96 ... 6.65 4.05 ZevraTherapeutics ZVRA ... dd 4.86 –0.27 ...
42.55 20.80 StructureTherap GPCR ... dd 34.00 +1.35 ... 69.15 18.45 Trupanion TRUP ... dd 27.18 –2.68 ... 11.85 10.06 VisionSensingA VSAC ... cc 10.91 +0.04 ...
28.95 19.89 WeycoGroup WEYS 3.7 8 27.25 –0.75 .25 94.59 58.08 ZiffDavis ZD ... 36 66.61 +0.08 ...
29.73 17.06 SummitFin SMMF 3.8 6 23.10 –0.64 .22 39.36 26.60 TrustcoBank TRST 5.4 7 26.67 –0.95 .36 171.66 103.46 Visteon VC ... 30 138.75 +0.60 ...
25.38 10.98 Willdan WLDN ... cc 20.51 –0.18 ... 55.68 26.21 Zillow A ZG ... dd 44.16 –1.93 ...
18.67 12.36 SummitStateBk SSBI 3.1 7 15.55 –0.25 .12 38.47 20.28 Trustmark TRMK 4.4 12 21.04 –1.11 .23 33.29 7.39 VitaCoco COCO ... 52 26.11 –0.68 ...
65.19 32.56 WillisLease WLFC ... 8 42.88 +1.74 ... 57.19 26.14 Zillow C Z ... dd 45.22 –2.21 ...
5.78 0.66 SummitTherap SMMT ... dd 1.87 ... ... 6.03 1.45 TScanTherap TCRX ... dd 2.65 –0.24 ... 18.18 10.00 VitalFarms VITL ... 31 11.69 +0.87 ...
23.80 13.25 SunCountryAir SNCY ... 11 14.55 ... ... 258.93 195.29 WillisTowers WTW 1.6 22 212.95 +7.88 .84 15.50 5.05 ZimVie ZIMV ... dd 9.67 –1.31 ...
2.90 0.53 Tuniu TOUR ... dd 1.16 –0.01 ... 23.99 11.65 Vitru VTRU ... 15 16.02 –0.44 ...
11.67 3.53 SunOpta STKL ... dd 3.57 –0.33 ... 1.85 0.56 WiMiHologram WIMI ... dd .80 +0.07 ... 56.10 18.26 ZionsBancorp ZION 4.8 6 34.10 –2.82 .41
13.20 3.57 TurnstoneBiologics TSBX ... ... 3.58 –0.76 ... 9.89 6.06 VividSeats SEAT ... 14 6.14 –0.49 ...
25.75 6.31 SunPower SPWR ... 22 6.37 –0.85 ... 223.77 113.20 Wingstop WING .5 81 169.36 –1.00 .22 89.67 60.45 ZoomVideo ZM ... cc 68.85 –2.26 ...
13.26 6.17 TurtleBeach HEAR ... dd 9.25 –0.92 ... 12.65 8.93 Vodafone VOD 9.5 2 10.01 +0.06.4707
33.33 12.80 SunRun RUN ... 34 12.89 –2.17 ... 388.41 213.87 Winmark WINA .9 33 370.02 –14.27 .80 48.76 15.53 ZoomInfoTech ZI ... 52 15.86 –1.36 ...
8.48 0.75 TuSimple TSP ... dd 1.38 –0.27 ... 7.57 2.10 VorBiopharma VOR ... dd 2.16 –0.17 ...
357.00 50.28 SuperMicroComp SMCI ... 21 235.75 –13.51 ... 97.81 57.48 WintrustFinl WTFC 2.1 8 75.75 –1.66 .40 185.99 84.93 Zscaler ZS ... dd 151.71 –4.39 ...
3.50 0.96 23andMe ME ... dd 1.00 –0.10 ... 14.34 4.77 VoyagerTherap VYGR ... 3 7.60 –0.36 ...
12.58 7.14 SuperiorGroup SGC 7.2 dd 7.82 –0.08 .14 2.82 0.73 Vroom VRM ... dd 1.09 –0.19 ... 8.00 1.88 WISeKey WKEY ... dd 1.95 –0.37 ... 28.97 13.19 Zumiez ZUMZ ... dd 17.41 +0.83 ...
14.70 8.60 TwinDisc TWIN ... 17 13.09 –0.15 ...
42.09 27.26 SupernusPharm SUPN ... 40 28.17 –1.06 ... 102.82 66.18 Wix.com WIX ... dd 89.97 –5.35 ... 10.80 4.86 Zymeworks ZYME ... 2 6.40 –0.40 ...
40.50 11.46 TwistBiosci TWST ... dd 20.34 –0.61 ... W
45.79 20.46 SurgeryPartners SGRY ... dd 30.03 –1.18 ... 17.56 3.01 2seventybio TSVT ... dd 3.15 –0.90 ... 133.15 79.26 Woodward WWD .7 37 123.92 –5.10 .22 17.25 6.88 Zynex ZYXI ... 19 8.43 +0.14 ...
39.41 16.00 Surmodics SRDX ... dd 32.44 –2.19 ... 13.15 2.31 2U TWOU ... dd 2.35 –0.57 ... 7.12 3.04 WaveLifeSci WVE ... dd 5.44 +0.04 ... 252.72 128.72 Workday WDAY ... dd 230.82 –10.04 ... 25.00 0.11 ZyVersaTherap ZVSA ... dd .13 –0.02 ...
8.72 3.24 SutroBioph STRO ... dd 3.30 –0.61 ... 19.74 5.50 TyraBiosciences TYRA ... dd 14.24 –0.47 ...
64.14 8.75 Symbotic SYM ... dd 31.06 –0.79 ... U
142.14 67.73 Synaptics SYNA ... 46 83.16 –3.01 ...
29.86
52.23
471.15
15.70
22.89
267.00
SyndaxPharm
SyneosHealth
Synopsys
SNDX ...
SYNH ...
SNPS ...
dd
62
67
15.96
42.74
446.85
–1.40 ...
... ...
–5.08 ...
107.57
92.70
5.80
66.17
50.68
2.31
UFP Inds
UMB Fin
UPFintech
UFPI 1.2
UMBF 2.5
TIGR ...
11

31
8
101.20
61.04
4.99
–1.10 .30
–2.23 .38
–0.29 ...
Europe Asia
2.30 1.71 SyprisSolutions SYPR ... dd 1.95 –0.05 ... 14.35 8.56 USCB Financial USCB ... 11 10.72 –0.95 ... Slower: Business activity in the Eurozone slowed in September. Sub-Zero: Japan’s central bank left its ultra-low rates in
6.95 2.42 SyrosPharm SYRS ... dd 3.98 +0.05 ... 226.47 102.12 US Lime&Min USLM .4 18 195.80 –8.23 .20 The U.K. held rates steady. AstraZeneca had a cancer success. place—doing the yen no favor, in currency markets.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

6.60 0.46 uCloudlink UCL ... dd 2.27 +0.10 ...


T
17.26 8.17 Udemy UDMY ... dd 8.90 –1.07 ...
13.18 6.40 TelaBio TELA ... dd 8.07 –0.81 ... 556.60 373.80 UltaBeauty ULTA ... 16 398.73 –14.84 ... -1.55% S&P Europe BMI -2.51% S&P Pan Asia BMI
15.15 11.05 TFS Finl TFSL 9.4 42 12.02 –0.60.2825 40.80 23.32 UltraClean UCTT ... 54 28.63 –0.94 ...
11.35 10.05 TLGY Acqn A TLGY ... cc 10.96 +0.01 ... 54.98 33.36 UltragenyxPharm RARE ... dd 36.43 –1.25 ... Spain 0.19 Indonesia 0.21
3.20 0.51 TMCthemetals TMC ... dd 1.08 –0.08 ... 10.75 3.67 Ultralife ULBI ... 60 9.48 –0.87 ...
10.78 10.10 TMT Acqn TMTC ... cc 10.43 +0.02 ...
-0.38 U.K. -0.29 Malaysia
27.99 20.07 UnionBankshares UNB 6.4 8 22.34 +0.44 .36
1.75 0.19 TMT Acqn Rt TMTCR ... ... .31 +0.01 ... 28.26 7.01 uniQure QURE ... dd 7.09 –0.83 ... -0.39 Norway -0.42 Philippines
154.38 124.92 T-MobileUS TMUS ... 28 139.35 –2.58 ... 58.23 31.58 UnitedAirlines UAL ... 5 43.07 –2.63 ...
44.43 24.74 TPG TPG 3.9 cc 30.15 –1.55 .22
-0.66 Italy -1.48 New Zealand
44.15 26.49 UnitedBkshrsWV UBSI 5.4 9 26.74 –1.43 .36
14.80 2.92 TPIComposites TPIC ... dd 3.09 –0.41 ... 39.50 20.37 UtdCmtyBks UCBI 3.7 10 24.71 –1.34 .23 -0.92 Switzerland -1.85 Thailand
134.64 93.53 T.RowePrice TROW 4.6 16 105.44 –4.19 1.22 33.97 18.41 UnitedFire UFCS 3.2 dd 19.82 –0.03 .16
54.20 25.79 TTEC TTEC 4.0 19 26.27 –1.14 .52 14.63 7.24 UnitedGuardian UG 2.7 15 7.53 –0.09 .10
-1.12 Sweden -1.86 Japan
17.46 11.13 TTM Tech TTMI ... 26 12.56 –0.43 ... 8.38 5.50 UnitedSecBcshrs UBFO 6.6 6 7.31 +0.13 .12 -1.25 Finland -2.02 India
4.45 1.52 Taboola TBLA ... dd 3.74 –0.01 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

283.09 202.31 UnitedTherap UTHR ... 13 222.75 +2.51 ...


10.37 3.15 TabulaRasaHlth TRHC ... dd 10.31 +0.01 ... 8.04 2.94 Uniti UNIT12.6 dd 4.77 –0.46 .15
-1.28 Belgium -2.36 Hong Kong
26.11 6.52 TactileSystems TCMD ... cc 12.95 –3.47 ... 29.88 20.01 UnityBancorp UNTY 2.1 6 23.38 –0.39 .12 -1.80 Netherlands -2.65 Singapore
153.84 90.00 TakeTwoSoftware TTWO ... dd 138.24 –4.67 ... 5.72 1.46 UnityBiotech UBX ... dd 2.47 –0.08 ...
3.29 0.89 TalarisTherap TALS ... dd 2.93 +0.18 ... 166.57 89.41 UnivDisplay OLED .9 36 158.46 +0.57 .35
-1.93 Germany -2.92 Australia
58.82 20.54 TandemDiabetes TNDM ... dd 20.59 –1.16 ... 25.91 7.59 UnvlElectronics UEIC ... dd 9.27 +0.76 ... -2.30 Denmark -3.17 China
10.39 2.47 TangoTherap TNGX ... dd 10.32 +1.81 ... 45.00 24.10 UnivLogistics ULH 1.7 5 24.62 –1.88 .105
7.10 1.80 TarenaIntl TEDU ... dd 2.27 +0.12 ... 16.99 6.52 UnvlStainless USAP ... dd 12.07 –1.62 ... -2.41 France -3.60 South Korea
11.84 10.02 TargetGlbl I A TGAA ... 47 10.87 +0.03 ... 12.48 1.11 UniversePharm UPC ... dd 1.13 –0.34 ...
25.25 11.33 TarsusPharm TARS ... dd 16.95 +0.81 ...
-4.38 Greece -3.84 Taiwan
29.06 16.11 UnivestFin UVSP 4.9 6 17.06 –0.44 .21
24.10 8.80 TaskUs TASK ... 24 9.74 +0.48 ... 36.17 16.82 Upbound UPBD 4.7 dd 29.05 –0.12 .34 Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
9.00 4.97 TatTechnologies TATT ... 36 9.00 +0.24 ... 9.71 2.42 UplandSoftware UPLD ... dd 4.01 +0.15 ...
3.89 0.50 TayshaGene TSHA ... dd 2.93 –0.36 ... 72.58 11.93 Upstart UPST ... dd 26.55 –3.09 ...
12.25
68.15
10.10
26.01
Tech&TelecomA
TechTarget
TETE ...
TTGT ...
81
32
11.36
26.57
+0.01 ...
–2.68 ...
15.88
37.82
6.56
18.75
Upwork
UrbanOutfitters
UPWK ...
URBN ...
dd
13
11.44
31.90
–1.77 ...
–2.17 ...
Key Foreign Stock Market Indexes
6.82 4.83 Ericsson ERIC 3.3 15 5.11 +0.05.0873 24.13 7.08 UroGenPharma URGN ... dd 15.69 –0.22 ... Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date
22.75 6.00 Telesat TSAT ... 3 15.51 –1.15 ... 2.56 1.22 Usio USIO ... dd 1.64 –0.14 ... Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg.
3.32 1.05 TelesisBio TBIO ... dd 1.20 –0.11 ... 109.50 80.68 UtahMedProducts UTMD 1.4 18 84.28 +0.40 .295 Amsterdam AEX 730.09 –1.54 +41.08 +5.96 Milan FTSE All Share 30458 –1.21 +4738.29 +18.42
11.24 1.53 Telos TLS ... dd 1.93 –0.10 ... 5.03 3.10 UTStarcom UTSI ... dd 3.37 –0.27 ...
15.15 0.17 TempoAutomation TMPO ... dd .18 –0.04 ... Athens General 1217.75 –3.24 +287.96 +30.97 Oslo Composite 1503.21 +0.02 +140.53 +10.31
7.14 0.80 Uxin UXIN ... dd 1.67 +0.05 ...
63.57 23.81 10xGenomics TXG ... dd 41.35 –8.38 ... Bangkok SET 1522.59 –1.26 –146.07 –8.75 Paris CAC 7184.82 –2.63 +711.06 +10.98
V
49.77 28.80 Tenable TENB ... dd 45.66 +0.05 ... Bombay Sensex 66009 –2.70 +5168.41 +8.49 Santiago Selective 3288.65 –2.84 +116.08 +3.66
8.09 1.64 TenayaTherap TNYA ... dd 2.83 –0.38 ... 6.83 2.53 VNET VNET ... dd 3.19 +0.15 ...
10.76 10.09 TenXKeaneAcqn TENK ... 60 10.74 +0.01 ... 14.75 6.23 VOXX Intl VOXX ... dd 7.68 –0.59 ... Brussels Bel-20 3634.80 –2.09 –66.37 –1.79 Sao Paulo Bovespa 116008 –2.31 +6274.04 +5.72
8.83 0.10 TenXKeaneAcqnRt TENKR ... ... .21 +0.01 ... 59.15 33.22 VSE VSEC .7 23 56.97 –1.14 .10 Buenos Aires Merval 553392 –2.49 +351307 +173.84 Seoul Composite 2508.13 –3.58 +271.73 +12.15
119.20 67.81 Teradyne TER .5 28 95.40 –0.09 .11 4.05 0.40 Vacasa VCSA ... dd .44 +0.04 ...
Copenhagen OMX 20 2129.09 –2.81 +293.81 +16.01 Shanghai Composite 3132.43 +0.47 +43.17 +1.40
14.04 4.38 TernsPharm TERN ... dd 5.17 +0.05 ... 3.36 1.64 Vaccitech VACC ... dd 1.68 –0.08 ...
25.50 9.09 TerritorialBncp TBNK 9.7 8 9.46 –0.04 .23 13.07 6.39 ValleyNatlBncp VLY 5.2 7 8.39 –0.64 .11 Dublin ISEQ 8551.04 –1.73 +1442.22 +20.29 Shenzhen B Share Idx 1119.43 –1.34 –37.90 –3.27
299.29 101.81 Tesla TSLA ... 69 244.88 –29.51 ... 17.05 9.07 Valneva VALN ... cc 12.77 –1.14 ... EURO STOXX SXXE 444.98 –2.03 +35.01 +8.54 Singapore FTSE STI 3204.82 –2.31 –46.51 –1.43
173.27 122.86 TetraTech TTEK .7 27 154.38 –4.83 .26 11.85 10.12 ValuenceI A VMCA ... 67 11.01 +0.05 ...
EURO STOXX 50 SXSE 4207.16 –2.05 +413.54 +10.90 Stockholm OMXS 800.67 –1.40 +18.81 +2.41
69.27 42.79 TexasCapBcshs TCBI ... 8 59.28 –2.38 ... 11.04 4.15 VandaPharm VNDA ... 17 4.51 –0.19 ...
188.12 145.97 TexasInstruments TXN 3.1 19 160.31 –2.31 1.24 23.90 17.11 VarexImaging VREX ... 28 18.83 –0.02 ... Frankfurt DAX 15557 –2.12 +1633.70 +11.73 STOXX Europe 50 SXSP 3947.22 –1.85 +295.39 +8.09
118.16 83.29 TexasRoadhouse TXRH 2.3 22 95.62 –5.61 .55 32.64 15.61 VaronisSystems VRNS ... dd 30.54 –0.31 ... Helsinki OMHX 9717.17 –1.72 –1090.61 –10.09 STOXX Europe 600 SXXP 453.26 –1.88 +28.37 +6.68
41.52 21.59 TheBancorp TBBK ... 11 34.06 –2.06 ... 5.58 3.05 VastaPlatform VSTA ... dd 4.02 +0.46 ...
54.97 20.49 Vaxcyte PCVX ... dd 52.45 +0.73 ... Hong Kong Hang Seng 18057 –0.69 –1723.96 –8.72 Sydney S&P/ASX 200 7068.80 –2.89 +30.11 +0.43
7.53 2.94 TherapeuticsMD TXMD ... 0 3.01 –0.32 ...
12.03 8.76 TheravanceBio TBPH ... dd 9.11 +0.11 ... 4.47 1.24 Vaxxinity VAXX ... dd 1.38 –0.09 ... Istanbul IMKB 8039.18 +0.97 +2530.02 +45.92 Taipel Weighted 16344 –3.41 +2206.79 +15.61
14.77 2.62 TheseusPharm THRX ... dd 2.80 –0.09 ... 31.09 16.11 VeecoInstr VECO ... 32 26.45 –0.20 ... Jakarta Composite 7032.46 +0.47 +181.84 +2.65 Tel Aviv 125 Index 1882.60 +0.90 +69.25 +3.82
21.50 12.31 ThirdCoastBcshs TCBX ... 10 18.03 +0.07 ... 47.25 23.89 VentyxBiosciences VTYX ... dd 34.53 –1.87 ...
24.60 3.75 ThirdHarmonic THRD ... dd 6.11 –0.17 ... 7.73 2.84 VeraBradley VRA ... dd 6.22 –0.47 ... Johannesburg All Share 73398 –1.60 +350.21 +0.48 Tokyo Nikkei-225 32402 –3.37 +6307.91 +24.17
1.48 0.71 36Kr KRKR ... dd .89 +0.14 ... 23.39 5.20 VeraTherap VERA ... dd 14.52 –2.57 ... Kuala Lumpur Composite 1450.23 –0.60 –45.26 –3.03 Toronto S&P/TSX 19779 –4.08 +395.05 +2.04
10.19 3.41 ThorneHealthtech THRN ... 27 10.15 –0.04 ... 32.40 14.92 Veracyte VCYT ... dd 22.47 –2.58 ... LISBON PSI 4442.57 –1.10 +22.14 +0.50 Vienna ATX 3158.91 –0.74 +32.52 +1.04
11.81 4.08 Thoughtworks TWKS ... dd 4.16 –0.27 ... 19.77 11.30 Veradigm MDRX ... 33 12.62 +0.41 ...
4.39 0.73 ThredUp TDUP ... dd 3.31 +0.11 ... 39.90 17.30 Vericel VCEL ... dd 34.00 –0.29 ... London FTSE - 100 7683.91 –0.36 +232.17 +3.12 Wellington S&P/NZX 50 11372 +0.22 –100.62 –0.88
10.99 9.70 ThunderBridgeIV A THCP ... 60 10.25 +0.02 ... 40.71 23.51 VerintSystems VRNT ... dd 24.58 +0.94 ... Madrid IBEX 35 9501.98 –0.50 +1272.91 +15.47 Zurich Swiss 11014 –1.63 +285.36 +2.66
5.12 1.50 TilrayBrands TLRY ... dd 2.40 –0.53 ... 229.72 169.24 VeriSign VRSN ... 30 199.72 –1.00 ... Manila Composite 6142.79 +0.27 –423.60 –6.45
35.62 22.11 TimberlandBncp TSBK 3.4 8 27.06 –1.78 .23 249.26 162.94 VeriskAnalytics VRSK .6 73 241.95 –3.70 .34
47.87 24.90 TitanMachinery TITN ... 5 26.52 –0.96 ... 33.12 14.88 Veritex VBTX 4.6 6 17.46 –1.20 .20 Mexico City IPC 51677 +0.63 +3213.62 +6.63 Indexes are based on local currencies. Because of various holidays and other market closings, the most
recent close is not necessarily that of the week of publication.
36.60 18.49 Torm TRMD25.5 3 27.46 +2.22 1.50 10.99 2.28 Veritone VERI ... dd 2.35 –0.16 ...
46.50 24.86 TowerSemi TSEM ... 10 25.30 –1.45 ... 26.44 8.41 VeronaPharma VRNA ... dd 16.57 –1.04 ...
46 BARRON’S September 25, 2023

D ATA TOP 500 EXCHANGE-TRADED PORTFOLIOS B A R R ON S .C OM / D ATA


Tick Div Tick Div Tick Div Tick Div Tick Div
NOTICE TO READERS: Listed are 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.
the top 500 ETF’s based on weekly iShiBdsDec25Trea IBTF 3.6 23.06 ... .0789 DirexS&P500Bl3 SPXL 1.0 80.08 –7.99 .1944 InvscS&P500HiDiv SPHD 4.6 39.76 –1.25 .1789 iShMSCISpain EWP 2.6 27.85 –0.22 .3524 SPDRPtfEM SPEM 3.3 33.83 –0.50 .446
volume. iShiBdsDec24Trea IBTE 3.8 23.81 +0.01 .0871 DirexS&POilBr2 DRIP 4.5 10.69 +0.73 .0927 InvscS&P500LowVol SPLV 2.4 60.36 –0.90 .1386 iShMSCISweden EWD .6 32.49 –0.37 .1979 SPDR PtfHYBd SPHY 7.2 22.49 –0.21 .1438
iShiBdsDec23Trea IBTD 3.9 24.80 +0.03 .104 DirexS&POilBl2 GUSH 2.1 36.92 –3.44 .2582 InvscS&P500Qual SPHQ 1.6 50.19 –1.36 .1825 iShMSCISwitz EWL 2.3 44.33 –1.26 1.0215 SPDRPtfIntermCpBd SPIB 3.6 31.63 –0.07 .1067
Tick Div
Name Sym Yld Last Chg. Amt. iShIntlTreasuryBd IGOV ... 37.67 –0.15 ... DirexSemiBr3x SOXS 4.5 11.90 +0.91 .1595 InvscS&P500Top50 XLG 1.1 34.20 –1.17 .0867 iShMSCITaiwan EWT 5.3 44.70 –1.32 7.5576 SPDR PtfIntTrea SPTI 2.6 27.62 –0.11 .0758
iShJPMUSDEmBd EMB 5.1 83.81 –0.63 .3588 DirexSemiBl3 SOXL .8 17.84 –1.95 .0327 InvscSrLoan BKLN 8.4 21.03 –0.24 .1698 iShMSCIUK EWU 3.4 32.01 –0.48 .6224 SPDRPtfLTCorpBd SPLB 4.9 21.88 –0.13 .0937
Bats DirexScBear3 TZA 2.2 31.34 +3.16 .2884 InvscSolar TAN ... 52.82 –3.10 ... SPDRPtfLgTermTrea SPTL 3.3 26.91 –0.42 .0812
iShMBS MBB 3.3 90.07 –0.57 .264 iShNatlMuniBd MUB 2.6 103.96 –0.75 .2336
ARKGenomicRev ARKG ... 27.91 –2.60 ... iShMSCIACWI ACWI 1.7 93.26 –2.56 .9529 DirexSCBull3 TNA 1.3 28.45 –3.60 .017 InvscUltShDur GSY 4.2 49.66 –0.19 .2163 iShRuss2000Val IWN 2.3 135.80 –5.20 .6279 SPDRPtfMtgBkdBd SPMB 3.2 21.09 –0.15 .0598
BlkRkShMaturityBd NEAR 3.7 49.85 +0.06 .1941 iShMSCIACWIxUS ACWX 2.5 47.68 –1.04 .7978 DirexTechBear3 TECS 3.9 16.00 +1.00 .1535 InvscVarRtPfd VRP 5.9 22.51 –0.11 .1052 iShRussMC IWR 1.6 69.61 –2.20 .1876 SPDRS&P500Value SPYV 2.0 41.73 –1.48 .2015
BlkRkUltShBd ICSH 4.0 50.33 +0.06 .2162 iShMSCIACxJpn AAXJ 1.5 64.42 –1.07 .3966 DirexTechBull3 TECL .4 43.64 –3.62 .0399 iShCalifMuniBd CMF 2.2 55.48 –0.29 .1114 iShRussMCGrowth IWP .7 90.88 –3.06 .0852 SPDRPtfS&P1500 SPTM 1.6 52.78 –1.83 .2059
DimenIntlCore2 DFIC 2.6 23.68 –0.65 .1773 iShMSCIBrazilSC EWZS 3.6 13.55 –0.65 .1692 Direx20+TreaBr3 TMV 1.5 40.30 +1.75 .2607 iShChinaLC FXI 2.2 27.14 –0.04 .1544 iShRussMCValue IWS 2.0 105.25 –3.30 .385 SPDRPtfS&P500 SPLG 1.6 50.60 –1.70 .1981
FTCboeVestBf BUFR ... 24.61 –0.56 ... iShMSCIChina MCHI 1.8 44.03 –0.19 .4292 Direx20+YrTrBull TMF 3.1 5.32 –0.36 .0502 iShCoreDivGrowth DGRO 2.4 50.53 –1.09 .2597 iShRuss1000 IWB 1.4 237.40 –7.31 .6331 SPDRS&P500Growth SPYG 1.1 59.51 –1.91 .1794
FTCboeS&P500Div KNG 5.2 50.10 –1.61 .3812 iShMSCIEAFESC SCZ 1.7 57.21 –1.07 .9993 ETFMGAltHarvest MJ 3.3 3.78 –0.62 .03 iShCoreHiDiv HDV 4.1 101.59 –1.84 .7964 iShRuss1000Grw IWF .8 267.18 –9.40 .3908 SPDRS&P500HiDiv SPYD 5.1 35.42 –1.20 .4409
FTCboeVestUSEqS GSEP ... 29.69 ... ... iShMSCIEMxChina EMXC 2.4 50.41 –1.09 .376 ETFMGPrmJrSilv SILJ .1 8.83 –0.64 .0057 iShCoreMSCIEM IEMG 2.4 48.23 –0.86 .4832 iShRuss1000Val IWD 2.1 154.21 –4.13 .6269 SPDRPtfS&P400MC SPMD 1.6 43.67 –1.43 .1758
GlbXUSInfrDevt PAVE .7 30.17 –0.77 .08 iShMSCIEurFinls EUFN 4.2 19.07 –0.26 .7288 EnSelSectorSPDR XLE 3.4 89.31 –2.70 .6736 iShCoreMSCIEur IEUR 3.0 50.28 –1.15 1.1748 iShRussell2000 IWM 1.6 176.67 –6.94 .5087 SPDRPtfS&P600SC SPSM 1.4 36.72 –1.32 .0588
GS PhysGold AAAU ... 19.08 +0.03 ... iSh1-5YIGCorpBd IGSB 3.0 49.91 –0.04 .1474 FidelityMSCIEn FENY 3.1 24.56 –0.60 .172 iShMSCIIntlDev IDEV 2.4 59.13 –1.34 1.0833 iShRuss2000Gw IWO .9 223.46 –9.03 .3494 SPDRPtfSTCpBd SPSB 3.5 29.33 +0.01 .1072
InnovS&P500Sep PSEP ... 32.54 –0.55 ... iSh1-3YTreaBd SHY 2.6 80.90 ... .2058 FidelityMSCIIT FTEC .7 122.99 –3.11 .223 iShCoreS&P500 IVV 1.5 434.30 –12.75 1.3386 iShS&PMC400Growth IJK 1.1 72.22 –2.00 .1675 SPDRShtTermTrea SPTS 3.0 28.69 –0.01 .0912
InvscRuss1000Dyn OMFL 1.7 45.84 –1.28 .2059 iShPfd&Incm PFF 7.0 30.32 –0.19 .154 FidelityTotalBd FBND 4.2 44.11 –0.27 .169 iShCoreS&P MC IJH 1.6 249.70 –7.22 .7563 iShS&P500Grw IVW .9 68.92 –1.98 .1476 SPDR PtfTIPS SPIP 3.3 25.05 –0.13 .0792
iPathS&P500VIX VXX ... 22.87 +2.19 ... iShSelectDiv DVY 3.8 111.17 –2.42 .8164 FinSelSectorSPDR XLF ... 33.66 –1.17 ... iShCoreS&P SC IJR 1.6 94.29 –3.32 .3512 iShS&P500Value IVE 1.9 156.39 –4.78 .545 SPDRS&PBank KBE 3.7 36.55 –2.00 .3679
iShBrdUSDHYCpBd USHY 6.7 34.84 –0.31 .2012 iShSemiconductor SOXX 1.0 466.06 –15.13 .6507 FT DJ Internet FDN ... 158.73 –8.36 ... iShCoreS&PTotUS ITOT 1.5 95.13 –2.98 .2827 iShS&PGSCIComm GSG ... 22.58 –0.23 ... SPDRS&PCapitalMkts KCE 2.0 87.01 –3.67 .3643
iShCoreMSCIEAFE IEFA 2.5 65.30 –1.37 1.284 iSh7-10YTreaBd IEF 2.8 92.44 –0.65 .2418 FT EnergyAlpDx FXN 3.1 17.06 –0.69 .0705 iShCoreUSAggBd AGG 3.0 95.05 –0.44 .2604 iShS&PSC600Value IJS 1.7 89.43 –3.29 .3943 SPDR S&P 500 SPY 1.5 430.42 –12.95 1.5832
iShCurrMSCIEAFE HEFA 2.2 30.34 –0.51 .5543 iShShortTreaBd SHV 3.9 110.38 +0.11 .4606 FTInstPfdSecs FPEI 6.0 16.91 –0.25 .0882 iShCoreUS REIT USRT 3.7 48.49 –2.62 .2772 iShShtNatlMuniBd SUB 1.5 103.35 –0.23 .1561 SPDR S&P Home XHB 1.0 76.18 –2.72 .1895
iShIntlSelDiv IDV 7.2 26.56 –0.35 .7274 iSh3-7YTreaBd IEI 2.1 113.34 –0.38 .2316 FT MngstrDiv FDL 4.5 33.72 –1.20 .3611 iSh US Finls IYF 1.8 76.07 –2.07 .2857 iShSilver SLV ... 21.58 +0.47 ... SPDRS&PInsurance KIE 1.6 43.36 +0.01 .1568
iShUSAero&Def ITA 1.1 106.13 –3.69 .2368 iSh20+YTreaBd TLT 3.5 91.43 –1.53 .2886 FT NaturalGas FCG 3.3 25.01 –1.39 .151 iShUSMedDevices IHI .5 48.79 –1.70 .0531 iShTIPSBondETF TIP 2.4 104.62 –0.49 .3233 SPDR S&P Metals XME 1.7 51.55 –1.78 .1681
iShUSHomeConstrn ITB .6 78.88 –2.53 .0995 iSh0-5YIGCpBd SLQD 2.8 48.05 –0.02 .1213 FT PfdSecs FPE 6.4 16.02 –0.18 .0889 iShESGUSAggBd EAGG 3.1 45.77 –0.21 .1343 iSh10-20YTreasBd TLH 3.9 101.16 –1.33 .3325 SPDRS&PRegionalBkg KRE 3.8 41.16 –2.55 .3754
iShEdgeMSCIMinEAFE EFAV 2.7 66.27 –1.19 1.3113 JPMNasdEqPrem JEPQ 11.8 46.91 –1.30 .4506 FT TCWUnPlBd UCON 4.8 24.06 –0.18 .11 iShEurope IEV 2.7 48.34 –1.07 1.1033 iSh10+YIGCpBd IGLB 4.8 48.51 –0.27 .2056 SchwabEM Equity SCHE 3.0 24.22 –0.33 .1273
iShEdgeMSCIMinVlEM EEMV 2.3 53.85 –0.50 .4731 MarketDeskFocUSDiv FDIV ... 24.43 ... ... FT ValLineDiv FVD 2.4 38.17 –0.91 .1829 iShFrontier FM 1.9 26.35 –0.48 .4276 iShTreaFRBd TFLO 4.2 50.67 +0.04 .2226 Schwab5-10YCpBd SCHI 4.0 42.68 –0.19 .1836
iShEdgeMSCIMinVol ACWV 2.1 97.05 –0.98 .8653 ProShUltPrQQQ TQQQ 1.4 35.63 –4.13 .1386 FlexGlbUpstmNatRsc GUNR 3.1 40.61 –1.05 .2966 iShGlobalEnergy IXC 4.4 40.93 –0.84 .7129 iShUS Energy IYE 3.2 47.08 –1.22 .251 SchwabFundEmgLrg FNDE 5.2 26.57 –0.22 .2676
iShEdgeMSCIMinUSA USMV 1.7 74.09 –0.75 .2803 ProShUltShQQQ SQQQ 4.6 20.47 +1.65 .324 FlexShiBoxx5YTIPS TDTF 3.5 23.10 –0.11 .0904 iShGlobalREIT REET 2.6 21.79 –0.96 .1311 iShUSOilEquip IEZ .6 24.18 –0.74 .012 SchwabFundIntLrgCo FNDF 3.1 32.27 –0.58 .3811
iShEdgeMSCIUSAMom MTUM 2.3 140.41 –3.58 .5405 USTrea3mBill TBIL 4.3 50.03 +0.05 .2204 FlexiBx3YDurTIPS TDTT 3.4 23.26 –0.06 .091 iShGoldTr IAU ... 36.46 +0.04 ... iShUSRealEst IYR 3.1 80.19 –4.39 .3959 SchwabFundUSLrgCo FNDX 2.0 56.43 –1.68 .2749
iShEdgeMSCIUSAQual QUAL 1.3 132.59 –3.48 .3845 VanEckGlFallAnglHY ANGL 5.2 27.28 –0.28 .1347 FrankFTSEJapan FLJP 2.1 27.13 –0.50 .361 iShGoldTrMicro IAUM ... 19.23 +0.04 ... iShUSRegBks IAT 4.2 33.71 –1.55 .3101 SchwabFundUSSmCo FNDA 1.6 48.34 –1.67 .1795
iShEdgeMSCIUSAVal VLUE 3.1 91.60 –2.49 .5649 VanEckSemicon SMH ... 141.96 –4.85 ... GlbXCopperMiners COPX 2.5 36.45 –1.85 .5048 iShiBdsDec28Cp IBDT 4.0 24.15 –0.07 .086 iShUSTech IYW .4 104.87 –3.16 .0675 SchwabIntmUSTrsr SCHR 3.0 48.11 –0.20 .136
iShExpTechSftwr IGV .0 340.57 –11.35 .0255 VangdIntrCorpBd VCIT 3.7 76.83 –0.36 .2582 GlbXLithium LIT 1.3 54.77 –3.12 .2077 iShiBdsDec25Cp IBDQ 3.0 24.38 –0.01 .0671 iSh0-5YHYCorpBd SHYG 6.4 41.09 –0.23 .2281 SchwabIntEquity SCHF 3.0 34.49 –0.81 .3926
iShFRBd FLOT 5.0 50.84 +0.09 .2538 VangdIntermTrea VGIT 2.5 57.33 –0.24 .1353 GlbXRuss2000Cvr RYLD 13.0 16.97 –0.57 .1726 iShiBdsDec24Cp IBDP 2.8 24.71 +0.01 .0612 iSh0-5YTIPSBd STIP 2.5 97.07 –0.17 .3234 SchwabIntlSC SCHC 2.2 32.76 –0.78 .165
iShMSCIChileCap ECH 7.1 26.14 –1.10 1.1681 VangdIntlDivApp VIGI 2.2 72.36 –2.05 .1822 GlbXS&P500Cv XYLD 11.2 39.07 –1.08 .3333 iShiBdsDec26Cp IBDR 3.2 23.35 –0.02 .0681 iSh0-3MTreaBd SGOV 4.1 100.56 +0.10 .4306 SchwabLTUSTrea SCHQ 3.8 32.58 –0.52 .1185
iShMSCIEurozone EZU 2.4 42.82 –1.03 .8619 VangdIntlHiDiv VYMI 4.5 62.88 –1.50 .6826 GlbXSilverMiners SIL .4 25.06 –1.34 .0313 iShiBdsDec23Cp IBDO 3.1 25.33 +0.03 .0925 JPM AlerianMLP AMJ 6.5 24.51 +0.34 .4101 SchwabSrtTRmUSTrsr SCHO 3.2 47.85 –0.02 .1516
iShMSCIEAFEGrowth EFG 1.3 87.40 –2.67 .9188 VangdLTCorpBd VCLT 4.9 73.71 –0.46 .302 GlbX US Pfd PFFD 6.7 18.94 –0.08 .105 iShiBoxx$HYCpBd HYG 5.8 74.00 –0.64 .3507 JanusHendersonAAA JAAA 5.4 50.30 +0.08 .2743 SchwabUS AggrBd SCHZ 3.1 44.71 –0.20 .1339
iShMSCIIndia INDA .2 44.48 –0.64 .0801 VangdLongTrea VGLT 3.4 57.09 –0.92 .1813 GlbX Uranium URA .2 26.79 +0.09 .0492 iShiBoxx$IGCpBd LQD 4.0 103.84 –0.53 .3774 JanusHendMtg JMBS 4.3 44.02 –0.31 .1838 SchwabUS BrdMkt SCHB 1.5 50.11 –1.75 .1902
iShMSCIEAFEValue EFV 3.7 49.73 –0.62 1.3156 VangdMBS VMBS 3.2 44.41 –0.29 .13 GSTreasury0-1Y GBIL 3.9 100.01 +0.10 .4026 iShLatinAmer40 ILF 8.9 25.81 –0.68 .4787 JanusHenShrtDur VNLA 6.0 47.92 +0.02 .1628 SchwabUS Div SCHD 3.7 71.29 –2.34 .6545
iShMtgRealEst REM 10.3 23.41 –1.05 .5477 VangdRuss1000Grw VONG .8 68.63 –2.52 .1282 GraniteGold BAR ... 19.04 +0.03 ... iShMSCIAustralia EWA 3.9 21.64 –0.60 .4168 JPMEquityPrem JEPI 9.9 54.16 –1.03 .3382 SchwabUS LC SCHX 1.5 50.89 –1.75 .1922
iSh20+YTrBdBuy TLTW 19.0 29.71 –0.42 .3325 VangdRuss1000Val VONV 2.2 67.24 –2.18 .3883 HealthCareSelSect XLV 1.6 130.15 –2.04 .5395 iShMSCIBrazil EWZ 8.9 31.17 –1.09 .7562 JPMUSDEMSovBd JPMB 5.8 37.76 –0.22 .1986 SchwabUS LC Grw SCHG .5 72.74 –2.68 .0836
iShUSTelecom IYZ 2.5 21.70 –0.55 .1239 VangdRuss2000 VTWO 1.7 71.10 –3.13 .3202 iMGPDBiMgdFut DBMF 7.5 28.37 +0.06 2.2474 iShMSCICda EWC 2.5 33.95 –1.32 .346 JPM USQualFactor JQUA 1.3 43.49 –1.08 .141 SchwabUS LC Val SCHV 2.6 65.24 –2.09 .4192
iShUSTreasuryBd GOVT 2.5 22.19 –0.11 .053 VangdSTCpBd VCSH 2.8 75.27 –0.07 .2095 IndSelSectorSPDR XLI 1.7 101.79 –3.21 .4264 iShMSCI EAFE EFA 2.3 69.90 –1.48 1.3113 SchwabUS MC SCHM 1.7 67.41 –2.53 .2596
JPM UltShIncm JPST 2.2 50.17 +0.06 .2176
JPMActiveEM JEMA 2.6 35.02 –0.79 .9134
VangdShtTmInfltn VTIP 5.1 47.35 –0.08 .3491 InvscCA AMT-Fr PWZ 2.9 23.74 –0.36 .0597 iSh MSCI EM EEM 2.3 38.47 –0.66 .3101 SchwabUS REIT SCHH 3.4 17.99 –1.17 .1409
KraneCSIChInt KWEB ... 27.51 –0.19 ...
JPMBetaJapan BBJP 1.3 51.57 –1.00 .6803 InvscDBComm DBC .6 25.27 –0.26 .1447 iShMSCIFrance EWQ 2.6 36.03 –1.12 .8174 SchwabUS SC SCHA 1.6 41.25 –1.74 .1541
VangdShortTrea VGSH 2.7 57.55 –0.02 .174 KraneCnInternet KLIP 60.2 17.99 +0.04 .8343
JPMUltShMuni JMST 2.6 50.50 –0.01 .1454 InvscDBAgriFd DBA .4 21.86 –0.48 .0964 iShMSCIGermany EWG 2.9 26.71 –0.62 .7587 Schwab US TIPs SCHP 4.0 50.95 –0.23 .1608
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

VangdTotalBd BND 3.0 70.47 –0.32 .1957 MatlsSelSector XLB 2.1 78.37 –3.34 .3923
-1xShVIXFutures SVIX ... 28.73 –3.35 ... InvscDBOilFund DBO .6 17.71 –0.22 .1002 iShMSCIHongKong EWH 3.4 17.49 –0.05 .3131 SimplifySTTrea TUA 5.1 21.81 –0.17 .10
VangdTotIntlBd BNDX 2.0 48.16 –0.11 .0793 MicroFang-3xInv BERZ ... 7.64 +0.96 ...
PacerGlCashCows GCOW 5.8 32.84 –1.32 .7921 InvscDBUSDBull UUP .8 29.53 +0.11 .2466 iShMSCIIndonesia EIDO 3.1 22.93 +0.16 .4814 SimplifyTailRisk CYA 11.5 6.52 +2.19 .05
VangdTotIntlStk VXUS 3.1 54.27 –1.40 .2952 MicroFANG-3XInvr FNGD ... 10.01 +1.35 ...
PacerUSCashCows100 COWZ 2.1 48.94 –1.60 .3004 InvscEMSovDebt PCY 6.7 18.71 –0.29 .1114 iShMSCIIntlQual IQLT 2.3 33.98 –0.90 .4842 SimplifyVolPrem SVOL 16.7 22.92 –0.18 .30
WisdTrUSQltyDiv DGRW 1.9 64.30 –1.57 .085 MicroFang+3x FNGU ... 148.55 –24.90 ...
PacerUSSCCash100 CALF 1.3 40.89 –0.90 .1509 InvscFTSERAFIEM PXH 4.8 18.04 –0.53 .3587 iShMSCIItaly EWI 3.7 31.02 –0.57 .7344 SPDR S&PMdCpTr MDY 1.3 455.24 –13.30 1.5547
MicroGold3XInvr GDXD ... 6.24 +0.61 ...
ProShS&P500Arist NOBL 2.2 89.97 –2.87 .5211 NYSE ARCA InvscFTSEUS1000 PRF 2.0 32.10 –0.98 .1582 iShMSCIJapan EWJ .9 61.80 –1.19 .4306 SPDR S&P Biotch XBI .0 72.96 –4.15 .0026
MicroGold3xLvgd GDXU ... 29.28 –3.30 ...
ProShShtVIXST SVXY ... 87.43 –4.79 ... InvscNatAMTFrMuni PZA 3.0 22.54 –0.34 .054 iShMSCIMalaysia EWM 2.8 21.07 –0.10 .3652 SPDR S&P Div SDY 2.7 117.04 –2.82 .7928
ARK Innovation ARKK ... 38.82 –4.24 ... MicroUSBigBk3X BNKU ... 13.75 –1.98 ...
ProShUltVIXST UVXY ... 15.82 +2.20 ... InvscPreferred PGX 7.4 11.03 –0.14 .057 iShMSCIMexico EWW 2.1 59.98 +0.07 .4584 SPDRS&POil&Gas XOP 2.4 143.42 –6.76 .7724
ARK NextGen ARKW ... 52.70 –4.97 ... PGIMUltraShBd PULS 4.7 49.44 +0.08 .2284
ProShVIXSTFut VIXY ... 22.90 +2.22 ... InvscS&P500EW RSP 1.8 142.69 –4.89 .6376 iShMSCIPacxJpn EPP 3.8 39.98 –0.93 .8146 SPDR S&P Retail XRT 2.1 59.59 –2.64 .1711
abrdnPhysGold SGOL ... 18.43 +0.03 ... Pimco25+YrZC ZROZ 3.6 76.33 –2.11 .78
2xLongVIXFut UVIX ... 3.42 +0.61 ... InvscS&P500EWTech RSPT .7 28.08 –0.57 .0441 iShMSCISaudiArabia KSA 2.3 38.81 –0.87 .4889 SprottUranium URNM ... 45.42 +0.64 ...
abrdnPhysSilver SIVR ... 22.57 +0.51 ... PimcoEnhShMat MINT 4.2 100.05 +0.16 .446
VanEckAMTFrLgMun MLN 3.1 17.03 –0.25 .0517 InvscS&P500GARP SPGP 1.2 90.49 –2.82 .3402 iShMSCISingapore EWS 4.9 18.06 –0.65 .6803 StriveEMxChina STXE .6 25.42 –0.72 .0827
AdvShMSOS2xDly MSOX ... 5.84 –1.26 ... ProShBitcoin BITO 19.2 13.62 +0.05 .0053
VanEckHYMuni HYD 4.1 49.72 –0.45 .1787 InvscS&P500HiBeta SPHB .8 69.73 –3.55 .1747 iShMSCISthKorea EWY 1.1 60.80 –2.32 .6974 TechSelectSector XLK .9 164.41 –4.49 .3603
AdvShPureUSCan MSOS ... 8.04 –1.03 ... ProShShBitcoin BITI 1.4 21.44 –0.05 .058
VanEckMstrWdMoat MOAT 1.1 76.14 –2.33 .8119 TeucriumWheatFd WEAT ... 5.80 –0.18 ...
AlerianMLPETF AMLP 7.6 42.00 +0.39 .83 ProShShtDow30 DOG 3.3 32.81 +0.26 .3947
VanEckVietnam VNM .8 14.18 –0.77 .0034 USGlobalJets JETS ... 17.17 –0.83 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

ArkFinInnov ARKF ... 18.80 –1.84 ... ProShShrtQQQ PSQ .5 10.90 +0.23 .1432
VangdUltShrtBd VUSB 3.7 49.15 +0.01 .1948 UtilitiesSelSector XLU 3.3 63.29 –1.65 .5216
AvantisUSSCValue AVUV 1.9 76.69 –2.67 .3575 ProShShRuss2000 RWM .4 24.28 +0.68 .2703
VanEckBDCIncm BIZD 10.6 15.91 –0.06 .4193
NASDAQ
AXS1.25XNVDABr
AXSShInnovDly
NVDS .7
SARK .0
41.79
40.49
+2.62
+3.95
11.2955
13.748
BondBbg6mUS
BreakwDryBulk
CapitalGrpDivVal
XHLF
BDRY
CGDV
4.0
...
1.7
50.21
5.53
26.64
+0.03
+0.05
–0.64
.2157

.1186
... Selected ETF Leaders ProShShrtS&P500
ProShSh20+Tr
ProShUltBlmCrude
SH 3.6
TBF 3.2
UCO ...
14.35
24.36
35.43
+0.27
+0.23
–1.10
.1652
.2157
...
VanEckGoldMin
VanEck IG FR
VanEckJPMEMLCBd
GDX 1.6
FLTR 5.3
EMLC 6.1
28.87
25.27
24.25
–0.85
+0.02
–0.26
.4762
.1316
.1393
CapGrpGlbGrw CGGO .8 22.95 –0.72 .1126 ProshUltBlmNatGas BOIL ... 52.29 –2.26 ... VanEckJrGoldMin GDXJ .5 34.15 –1.64 .1825
AXSTSLABrDly TSLQ 1.4 33.18 +3.51 2.0285
DirexTSLABr1x TSLS 3.4 19.91 +1.93 .1797 CapitalGrpGrw CGGR .4 24.41 –0.91 .0529 SPDR Gold Shares ProShUltraQQQ QLD .2 59.32 –4.24 .1092 VanEckMerkGoldTr OUNZ ... 18.63 +0.03 ...
0.16%
DirexTSLABl1.5x TSLL 1.9 14.99 –2.97 .1126 CapGrpIntlFocus CGXU 1.2 21.76 –0.88 .1406 (GLD) ProShUltRus2000 UWM .5 30.02 –2.50 .0155 VanEckOilSvcs OIH .8 345.23 –11.70 2.8887
FT CapStrength FTCS 1.4 74.50 –1.34 .215 CommSvsSPDR XLC .8 65.62 –1.89 .1678 ProShUltraS&P SSO .3 54.22 –3.41 .1815 VanEckPfdxFin PFXF 7.4 16.88 –0.18 .1464
FT EnhShtMat FTSM 4.0 59.63 +0.06 .247 CnsmrDiscSelSector XLY .9 160.93 –10.86 .3053 ProShUltSilver AGQ ... 27.90 +1.21 ... VangdInfoTech VGT .7 415.19 –11.15 .6757
CnsStapleSelSector XLP 2.7 70.14 –1.91 .4852 Vanguard Total Bond ProShUltDow30 UDOW 1.3 56.16 –3.62 .1546
FT GlTactCommod FTGC 11.8 24.35 –0.54 .1875 -0.45 VangdSC Val VBR 2.4 158.86 –5.65 .875
FT LowDurOpp LMBS 3.3 47.27 –0.37 .18 DimenCoreFxIncm DFCF 4.1 40.73 –0.34 .1559 Market (BND) ProShUltRus2000 URTY .3 33.47 –4.22 .0414 VangdDivApp VIG 2.0 158.13 –3.11 .7731
FT NasdCybersec CIBR .3 45.39 –0.90 .0088 DimenEmgCore DFAE 2.9 22.83 –0.62 .286 ProShUltS&P500 UPRO 1.0 42.15 –4.17 .0561 VangdEnergy VDE 3.6 125.72 –3.17 .981
.2241 DimenEMCore2 DFEM 2.6 23.52 –0.64 .2904 ProShUltShDow30 SDOW .4 24.98 +1.19 .2587
FTRisingDivAch RDVY 2.4 45.90 –1.51 Vanguard Dividend VangdExtDuratn EDV 3.8 73.24 –1.92 .7264
FT SMID CapRising SDVY 2.5 27.94 –0.96 .0982 DimenGlbRealEstate DFGR 2.3 22.77 –1.24 .1959 -1.93 ProShShtRus2000 SRTY 2.3 48.08 +4.89 .3742 VangdFTSEAWxUS VEU 3.1 52.63 –1.38 .30
DimenIntlCore DFAI 2.7 26.49 –0.71 .1404 Appreciation (VIG) ProShUltSh&P500 SPXU 4.2 11.65 +0.83 .174
FT TCW Opp FIXD 4.1 42.58 –0.44 .165 VangdFTSEDevMk VEA 3.1 44.40 –1.32 .3099
GlbXAI&Tech AIQ .3 26.95 –1.03 .0303 DimenIntlValue DFIV 4.0 33.09 –0.78 .2892 ProShUltBloomCrd SCO ... 16.78 +0.50 ... VangdFTSE EM VWO 3.1 39.65 –0.89 .3275
GlbXGen&Biotech GNOM ... 10.18 –0.71 ... DimenUSCore DFAU 1.4 30.09 –0.98 .1047 iShares Core MSCI ProShUltShBlmGas KOLD ... 63.67 +1.98 ... VangdFTSE Europe VGK 3.4 58.67 –1.52 .2606
DimenUSCoreEq2 DFAC 1.4 26.30 –0.83 .0967 -2.04 ProShUltDow30 DXD 1.7 41.56 +1.32 .3439
GlbXNasd100Cv QYLD 12.2 16.73 –0.51 .1719 EAFE (IEFA) VangdFTSE Pac VPL 2.9 68.30 –1.73 .2784
GlbX Robotics&AI BOTZ .2 24.57 –0.85 .0532 DimenUSHiProf DUHP 1.6 25.90 –0.79 .1245 ProShUltShEur EPV 2.0 10.61 +0.39 .0683 VangdFinls VFH 2.4 81.89 –2.51 .4396
GrShr1.5xLgNVDADly NVDL ... 79.57 –6.85 ... DimenUSMktVal DFUV 1.8 34.01 –0.98 .1755 ProShUltShQQQ QID .3 14.01 +0.75 .1763 VangdGrowth VUG .6 272.62 –10.84 .3759
InvscActMgdETC PDBC 12.8 15.11 –0.18 1.9283 DimenUSSCETF DFAS 1.1 52.22 –1.74 .1592 Vanguard FTSE ProShUltShRus2000 TWM 2.2 15.72 +1.05 .1268 VangdHiDiv VYM 3.2 104.66 –3.11 .7846
-2.20
InvscBS25CpBd BSCP 3.2 20.09 –0.07 .0584 DimenUSSCValue DFSV 1.5 25.14 –0.82 .102 Emerging Markets ProShUltShS&P500 SDS 3.6 36.53 +1.68 .493 VangdIntermBd BIV 2.9 72.89 –0.41 .2065
InvscBS24CpBd BSCO 2.8 20.68 –0.02 .0483 DimenUSTargVal DFAT 1.4 45.37 –1.35 .1747 ProShUltraSh20+ TBT 3.0 36.86 +0.95 .311 VangdLongTermBd BLV 4.3 68.89 –0.75 .2613
(VWO)
InvscBS27CpBd BSCR 3.6 18.79 –0.11 .0615 DimenWorldexUS DFAX 3.3 22.78 –0.63 .2142 QuadIntRtVol IVOL 3.9 20.19 –0.02 .0613 VangdMegaGrwth MGK .5 227.52 –9.18 .3158
DirexCSIChinaInt CWEB 1.2 35.34 –0.84 .175 Vanguard FTSE RealEstSectorSPDR XLRE 3.8 34.57 –2.22 .291 .7778
InvscBS26CpBd BSCQ 3.5 18.81 –0.07 .0566 -2.89 VangdMC VO 1.7 209.01 –7.04
InvscBS23CpBd BSCN 2.9 21.21 –0.06 .0772 DirexDJBear3X WEBS 4.3 14.42 +1.85 .1617 Developed Markets RoundBallMeta METV .1 9.30 –0.41 .0063 VangdMC Val VOE 2.5 132.47 –4.15 .7219
InvscBS32CpBd BSCW 4.9 19.41 –0.20 .0817 DirexDJBull3X WEBL .0 9.97 –1.75 .0001 (VEA) SPDRBlackSrLoan SRLN 7.6 41.92 –0.08 .33 VangdRealEst VNQ 4.9 77.44 –4.37 .9277
InvscHYEquDivAch PEY 4.6 19.43 –0.73 .077 DirexEnerBr2x ERY 4.0 25.19 +1.01 .238 SPDRBlmCvSecs CWB 2.2 67.80 –1.21 .1596 VangdS&P500ETF VOO 1.6 396.96 –11.78 1.5762
SPDR S&P 500 ETF
InvscKBWBank KBWB 4.0 40.08 –2.33 .4053 DirexEnerBull2x ERX 2.7 65.40 –3.70 .4526 -2.92 SPDRBlmEMLocBd EBND 5.5 20.15 –0.19 .0828 VangdST Bond BSV 2.1 75.18 –0.08 .1706
InvscNasd100 QQQM .7 147.25 –5.25 .2448 DirexChinaBr3 YANG 3.2 10.17 –0.10 .0899 Trust (SPY) SPDR Blm HY Bd JNK 6.6 90.76 –0.82 .5121 VangdSC VB 1.7 188.10 –7.63 .7353
InvscQQQI QQQ .6 357.91 –12.90 .5355 DirexChinaBl3 YINN 3.0 31.06 –0.37 .0653 SPDRBbgIntTrBd BWX 1.7 21.49 –0.15 .0319 VangdTaxExemptBd VTEB 2.7 48.72 –0.33 .1196
iShBiotech IBB .3 122.56 –4.05 .0062 DirexFinlBear3 FAZ 3.1 19.05 +1.43 .149 Vanguard Total Stock SPDRBlmInvGrdFR FLRN 4.8 30.69 +0.03 .1533 VangdTotalStk VTI 1.6 213.64 –7.39 .7984
iShBrdUSDInvCpBd USIG 3.9 48.65 –0.17 .1763 DirexFinlBull3 FAS 2.3 61.72 –6.00 .2928 -3.34 SPDRBbg1-3MTB BIL 4.1 91.73 +0.09 .4047 VangdTotWrldStk VT 2.1 94.01 –2.95 .4055
Market (VTI)
iShCoreMSCITotInt IXUS 2.4 60.85 –1.29 .9815 DirexGoldMinBr2 DUST 2.0 12.79 +0.57 .1367 SPDRBlmSTHYBd SJNK 7.0 24.51 –0.14 .1521 VangdValue VTV 2.6 139.69 –3.84 .8971
iShCore1-5YUSDBd ISTB 2.7 46.41 –0.06 .1153 DirexGoldMinBl2 NUGT .8 30.87 –2.05 .1103 SPDR 3-12MT-Bill BILS 4.3 99.33 +0.08 .4345 WT Bbg USD Bull USDU 1.0 27.41 +0.11 .2754
iShCoreS&PUSGrw IUSG 1.0 95.44 –2.82 .2197 DirexJrGoldMinBr2 JDST 1.5 7.36 +0.56 .0813 iShares Core S&P SPDRDoubleTRTact TOTL 5.1 39.02 –0.23 .1566 WisdTrEMxSOE XSOE 1.5 27.19 –0.56 .18
-3.40
iShCoreS&PUSValue IUSV 2.0 75.81 –2.38 .2769 DirexJrGoldMnBl2 JNUG 1.5 28.80 –2.95 .1315 Small Cap (IJR) SPDR DJIA Tr DIA 2.0 339.58 –6.56 .9231 WT EM HiDiv DEM 7.1 39.15 –0.39 .72
iShCoreTotalUSDBd IUSB 3.3 44.12 –0.22 .1298 DirexRealEstBr3 DRV 2.8 57.88 +8.08 .4094 SPDREuroStx50 FEZ 3.2 42.57 –1.11 .1196 WisdTrFRTrea USFR 4.5 50.48 +0.04 .225
iShESGAwareEM ESGE 2.5 30.73 –0.54 .2272 DirexRealEstBl3 DRN 3.4 7.15 –1.41 .0653 SPDRGoldMini GLDM ... 38.21 +0.08 ... WisdTrIndiaEarn EPI .2 36.78 –0.67 .06
iShESGAwareUSA ESGU 1.6 94.87 –2.93 .2981 DirexRegBksBl3x DPST 3.4 52.20 –9.60 .4622 Invesco QQQ Trust SPDR Gold GLD ... 178.62 +0.28 ... WT JapanHdg DXJ 2.9 90.12 –0.37 .7821
-3.48
iShESGUSDCorpBd SUSC 3.8 22.05 –0.06 .0769 DirexRetailBull3 RETL 2.0 5.50 –0.75 .0221 (QQQ) SPDRNuvBBHYMuni HYMB 4.1 24.25 –0.25 .0872 XtrksHarvCSI300 ASHR 1.2 26.19 +0.30 .3162
iShFallAngelsUSDBd FALN 5.5 25.00 –0.25 .116 DirexS&P500Br3 SPXS 3.6 15.41 +1.19 .1585 SPDRNuveenMuniBd TFI 2.3 44.44 –0.43 .0961 XtrksMSCIEAFE DBEF 5.0 35.23 –0.57 1.6133
iSh5-10YIGCorpBd IGIB 3.7 49.17 –0.23 .1634 DirexS&PBiotechBr3 LABD 2.9 20.84 +3.02 .1915 Source: Barron’s Statistics SPDRNuveenSTMuni SHM 1.0 46.58 –0.18 .0461 XtrkUSDHYCpBd HYLB 5.8 34.01 –0.28 .1837
iShGlbCleanEner ICLN 1.1 15.09 –0.56 .1246 DirexS&PBiotechBl3 LABU .3 3.80 –0.71 .002 SPDRPtfAggBd SPAB 3.2 24.57 –0.13 .0736 YieldMaxNVDAOpt NVDY 49.5 20.89 –1.16 .9297
iShGlbInfr IGF 2.7 44.83 –0.93 .6754 DirexS&P500Br1 SPDN 4.7 14.72 +0.24 .2048 SPDRPtfDevxUS SPDW 2.9 31.50 –0.75 .584 YieldMaxTSLAOpt TSLY 66.3 13.32 –1.42 .5849
September 25, 2023 BARRON’S 47

D ATA MUTUAL FUNDS D ATA P R O V ID E D BY LIP P E R B A R R ON S .C OM / D ATA


About Our Funds Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
The listings include the top 1250 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.

Cash Track
open-end funds by assets. These IncoA 22.13 -0.44 0.0 20.0 Eq A 69.71 -2.36 5.4 23.8 US Micro 23.32 -0.66 2.4 58.0
funds value their portfolios daily IntBdA 12.15 -0.05 0.0 -7.8 Carillon Reams: US Small 39.61 -1.19 3.0 51.1
and report net asset values (the
dollar amount of their holdings IntlGrIncA 33.38 -0.86 6.9 18.6 CorePlBd I 28.82 -0.23 0.3 -12.0 US SmCpVal 40.03 -1.00 2.8 85.0
divided by the number of shares LtdTEBdA 14.85 -0.09 0.0 -3.8 Carillon Scout: US TgdVal 28.12 -0.77 3.5 83.3
outstanding) to the National N PerA 53.24 -1.68 12.5 16.5 USLCpGr 28.51 -0.77 12.5 33.9 Slowing Withdrawals: Cash outflows from equity funds eased last week. That narrowed the last month’s
Association of Securities Dealers. MidCap I 19.83 -0.51 2.4 20.6
Total returns reflect both price
NEcoA 49.63 -1.78 14.1 6.3 CausewayInst : USLgVa 42.02 -0.95 2.4 47.5 average weekly outflow from stock funds, to $2.6 billion. Taxable-bond funds took in more cash, raising their
changes and dividends; these NwWrldA 71.16 -1.98 7.1 4.9 USLgVaIII 27.52 -0.61 2.5 47.9 average weekly inflows to $1 billion. Muni-bond fund outflows remained flat, at $700 million. Cash going into
figures assume that all distribu- SmCpA 59.01 -1.89 5.2 1.4 CausewayInst 18.78 -0.35 17.9 52.7 USSoCoreEq2 21.26 -0.61 11.1 40.3
tions are reinvested in the fund. STBFA 9.37 -0.01 1.4 -3.3 CIBC Atlas: USSustCoreI 33.62 -0.91 12.2 39.1 money-market funds dipped slightly, to a weekly average of $10.8 billion.
Because Lipper is constantly up- DispEq Inst 26.18 NA NA NA USVectorEq 22.16 -0.60 4.7 53.2
dating its database, these returns TECAA 15.92 -0.15 0.1 -5.5
TxExA 11.87 -0.10 0.5 -5.1 ClearBridge: Dodge & Cox:
may differ from those previously Equity Funds Municipal Bond Funds
published or calculated by others. WshA 53.19 -1.24 6.1 40.4 AggressGrowthA103.27 -2.25 7.1 3.0 Balanced n 97.34 -1.64 6.3 34.7
3 year returns are cumulative. The AMG Managers Funds: AllCapValueA 12.83 -0.34 5.3 47.7 Dodge & Cox n 10.43 -0.05 4.5 0.3
6100 400
NAV is the last reported closing
price for the week. Footnotes: NA: YachtmanFocFd I 19.11 -0.60 5.9 37.8 AppreciationA 29.61 -0.78 10.2 33.5 GblStock n 14.12 -0.38 12.0 57.8
not available. NE: performance YacktFocFd N n 19.16 -0.60 5.8 37.0 DividendStrat1 n 27.40 -0.70 5.4 37.2 Income n 12.14 -0.06 1.5 -8.4
1900 100
excluded by Lipper editor. NN: fund YacktmanFd I 22.29 -0.67 5.5 41.0 DividendStratA 27.36 -0.70 5.1 36.0 Intl Stk n 47.54 -1.04 10.3 41.5
not tracked. NS: fund not in
Angel Oak Funds Trst: LargeCapGrowthA49.20 -1.75 25.7 13.3 Stock n 228.11 -6.17 7.5 59.4
-2300 -200
existence for whole period. e: ex
capital gains distributions. f: AglOkMtiStFdClIn 8.38 -0.04 2.6 -3.7 LargeCapGrowthI 57.58 -2.05 26.0 14.3 DoubleLine Funds:
previous day’s quote. n: no front- LargeCapValueI 38.00 -0.93 4.9 41.4 -6500 -500
AQR Funds: CoreFxdIncmI 8.99 -0.04 0.9 -11.0
or back-end sales charge. p: fund SmallCapGrowthIS 36.66 NA NA NA
LgCapDefStyle I 25.78 -0.34 3.1 20.7 LowDurBdI 9.47 0.00 3.9 2.8
assets are used to pay marketing Cohen & Steers: ShillerEnhCAPEI 12.98 -0.48 13.6 25.7
-10700 -800
and distribution costs (12b-1 fees). MgdFutStrI 9.22 0.11 5.9 43.5
r: fund levies redemption fee or Artisan Funds: GlbRltyI 46.88 -1.90 -1.6 5.1 TotRetBdI 8.52 -0.05 -0.1 -12.0 Jul Aug Sep Jul Aug Sep
back-end load. s: stock dividend or InstlRlty 41.05 -2.32 -2.0 15.3 TotRetBdN n 8.51 -0.06 -0.4 -12.8
split of 25% or more. t: fund charges GblOppInst 29.01 -0.97 9.8 -2.3
PrefSecIncnI 11.31 -0.04 0.1 -4.8 Money Market Funds Taxable Bond Funds
12b-1 fees (for marketing and Intl Inv n 25.35 -0.75 6.0 1.2 E
distribution) and a back-end load. RltyIncI 14.71 -0.83 -1.5 15.2
v: capital-gains distribution may be
IntlInst 25.52 -0.76 6.2 1.8
RltyShs n 56.38 -3.19 -2.1 14.8 24900 4800
a return of capital. x: ex cash IntlVal Inst 43.43 -0.85 12.5 49.6 Eaton Vance Class A:
Colorado BondShares:
dividend. IntlVal Inv n 43.23 -0.84 12.3 48.6 TMG1.0 n 1908.30-58.92 15.9 35.3 17100 3500
MidCapInst 37.85 -1.36 13.1 -5.2 ColoradoBdShs 8.51 -0.06 2.9 5.3
Net YTD 3-Yr. Columbia Class A: TMG1.1 86.13 -2.48 15.7 34.2
NAV Chg. % Ret. % Ret. MidCapInv n 31.68 -1.14 12.9 -5.9 Eaton Vance Class I: 9300 2200
BalancedA 44.21 -1.17 10.5 16.3
BC ContCoreA 28.56 -0.88 17.6 37.0 AtlCpSMID 35.31 -0.75 3.4 39.7
A 1500 900
DisplCoreA 12.40 -0.34 13.3 36.8 FltgRt 8.41 -0.01 9.1 14.8
AAM: Baird Funds: DivIncA 29.33 -0.65 2.8 37.8 GblMacAbR 8.23 NA NA NA
AggBdInst 9.42 -0.05 0.3 -13.7 LgCpGrowA 51.99 -1.94 25.3 24.4 IncBos 4.94 -0.03 5.9 9.4 -6300 -400
B&GIncGroClI 21.86 -0.55 -0.2 27.5
CorBdInst 9.72 -0.05 0.7 -12.1 LgCpVl A 14.91 -0.44 1.7 40.2 NatlMuniInc 8.89 -0.10 1.2 -5.1 Jul Aug Sep Jul Aug Sep
AB Funds:
IntBdInst 10.01 -0.02 1.3 -8.2 LiGoBalA 10.29 -0.22 8.2 11.4 Edgewood Growth Instituti:
CapFdInc.LCapGow 82.81 -2.41 18.6 23.7 A red chart indicates a lower value than the starting period. Green means it's higher than the starting period.
ShtTBdInst 9.25 0.00 2.5 -1.1 SelgComuInfoA 102.32 -2.05 25.2 55.8 EdgewoodGrInst 37.66 NA NA NA
MuniIncmShares 10.50 -0.15 0.1 -1.0 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI
Baron Funds: TaxEA 11.23 -0.15 0.0 -7.5
AB Funds - A: F
Asset n 91.37 -2.29 5.2 4.3 Columbia Class Adv:
LgCpGrA 73.56 -2.14 18.3 22.5
Growth n 92.39 -1.52 8.7 22.9 DivIncom 29.92 -0.68 3.0 38.8 Fairholme:
RelatValA 6.05 -0.12 3.2 48.6 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
Partners n 147.43 -9.89 32.2 44.4 Columbia Class C: NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
AB Funds - ADV: Fairholme n 34.14 -0.54 37.9 81.2
SmallCap n 27.78 -0.84 12.8 7.5 DivInc 28.32 -0.58 2.2 34.7
GlbBd 6.61 -0.03 0.8 -10.4 FAM Value: TechA 86.89 -2.38 39.8 37.9 Freedom2030K6 15.47 -0.30 6.3 11.4 HighInc n 7.34 -0.05 4.8 0.9 Wrldw n 28.32 -0.89 12.6 12.4
Baron Instl Shares: Columbia Class I:
HiIncmAdv 6.62 -0.05 7.2 7.6 FAMValue n 86.90 -2.52 5.3 28.8 Fidelity Advisor: Freedom2035 K 13.49 -0.29 7.6 17.1 IntBd n 9.79 -0.03 1.3 -8.0 Fidelity SAI:
AssetInst 96.66 -2.42 5.4 5.1 Acorn I 9.78 -0.40 9.0 -6.0 Freedom2035K6 13.46 -0.29 7.8 17.5 IntlDisc n 41.29 -1.03 4.1 1.3
IntlStraEquPtADV 11.13 -0.19 6.0 7.0 Federated Hermes A: SrsAdvIntlCapApp26.04 -0.77 11.4 3.9 FidSAIEmgMktIndx 12.53 -0.21 2.8 -5.3
EmergingMktsInst 13.35 -0.24 2.4 -13.4 Balanced I 44.09 -1.19 10.7 17.2 Freedom2040 K 9.67 -0.24 9.1 21.6 IntlEnhIdx n 10.24 -0.20 9.4 22.5
LgCpGrAdv 82.88 -2.41 18.5 23.4 StrValDivA p 5.18 -0.09 -8.1 33.2 StragInc n 10.90 -0.08 3.2 0.0 FidSAIIntlIndxFd 12.74 -0.26 8.4 20.5
GrowthInst 97.30 -1.75 8.7 23.6 ContCore I 28.93 -0.89 17.8 37.9 Freedom2040K6 9.63 -0.24 9.2 22.1 IntlGrRet n 16.90 -0.52 6.2 4.3
NationalPtf 9.29 -0.09 0.5 -4.2 Federated Hermes Int: TotBdFdClZ 9.15 -0.06 1.2 -10.1 IntlValIdx 9.41 -0.09 13.1 44.0
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

PartnersInst 153.41-10.28 32.4 45.5 DivIncom I 29.35 -0.67 3.0 38.8 Freedom2045 K 11.09 -0.29 9.4 21.8 IntlSmCap n 29.06 -0.50 8.7 24.4
SelectUSLgShrt 12.91 -0.19 5.0 19.3 Fidelity Advisor A: LowDurationInc 10.01 0.00 3.7 4.6
SmallCapInst 29.92 -0.90 13.0 8.3 LgCpIdx I 49.20 -1.48 13.7 35.9 InsHiYld 8.45 NA NA NA Freedom2045K6 11.05 -0.29 9.5 22.4 IntMu n 9.78 -0.07 0.5 -3.2
SmMidCpValAdv20.66 -0.60 2.0 51.2 BalancA 24.41 -0.52 11.2 20.2 Muni Inc 9.45 -0.11 0.8 -5.0
Bernstein Fds: SelComunInfo 118.66 -2.36 25.4 57.0 TtlRtnBdI 9.17 -0.06 -0.5 -11.0 Freedom2050 K 11.23 -0.29 9.4 21.9 InvGB n 6.92 -0.04 0.5 -12.9
Aberdeen Fds: EqGrA p/r 15.08 -0.57 18.7 25.9 SAIEmgMktLoVolIx 10.59 -0.06 8.3 19.1
DivrMuni n 13.51 -0.07 1.0 -2.0 SelLCVal 30.67 -0.75 -1.8 45.5 Federated Hermes IS: Freedom2050K6 11.21 -0.29 9.5 22.4 InvGrBd 9.65 -0.06 0.8 -10.8
EmMktEqty Inst 12.58 -0.31 0.7 -11.1 GrOppA 110.92 -4.43 25.5 4.1 SAIInflaFocFd 93.9884.46868.61446.0
IntmDur n 10.90 -0.08 -0.6 -14.4 StratInc I 20.55 -0.08 3.7 -1.7 KaufmnSCI 42.92 -1.94 3.3 -7.9 Freedom2055 K 13.00 -0.34 9.3 21.8 LargeCap n 42.13 -1.18 12.8 56.9 ShortTermBd 9.49 0.00 2.3 -1.5
Advisers Inv Trst: StraValDivIS 5.22 -0.09 -7.9 34.2 NwInsghtA 30.74 -0.86 22.3 21.9
BlackRock Funds: TotReBd I 29.05 -0.20 0.8 -14.1 Freedom2055K6 12.99 -0.33 9.5 22.5 LCapCrEIdx n 20.22 -0.57 13.2 40.7 TotalBd 8.67 -0.06 1.3 -9.6
Balanced n 83.53 -1.52 6.3 24.3 UltraShortI 9.08 0.00 3.7 3.7 StrInA 10.74 -0.08 2.9 -0.9
CoreBd Inst 8.03 -0.05 0.3 -13.9 Columbia Class I2: Idx2020InsPre 14.74 -0.23 4.7 3.5 LCapGrEIdx n 28.05 -0.97 22.4 31.0 TxFreeBd 9.58 -0.10 0.8 -4.5
Growth n 103.40 -2.56 8.3 38.4 Federated Hermes R: Fidelity Advisor Fun:
HiYBlk 6.75 -0.05 6.9 8.0 DivIncom 29.88 -0.69 3.0 39.1 Idx2025InsPre 16.73 -0.29 5.3 5.4 LevCoSt n 32.31 -1.01 12.9 33.9 U.S.TreBdIdx 8.47 -0.05 -0.6 -16.1
Akre Funds: KaufmnR 4.81 -0.16 3.0 -18.6 EqGrClZ 17.72 -0.66 19.1 27.4 Idx2030InsPre 17.79 -0.33 6.1 8.4 LgCpVHIdx n 14.65 -0.37 2.2 44.3
HiYldBd Inst 6.75 -0.04 6.8 7.6 Columbia Class I3: Fidelity Selects:
AkreFocusInst 53.84 -2.18 12.0 14.4 InflProtBdInst 9.53 -0.05 0.3 -4.2 Federated Hermes R6: InterDiscZ 41.11 -1.02 4.2 1.6 Idx2035InsPre 20.09 -0.43 7.4 14.1 LmtTrmMuniIncm n 10.09 -0.05 0.6 -2.8
ContCore I3 29.71 -0.92 17.9 38.5 IntlGrwZ 16.89 -0.53 6.2 4.6 Biotech n 15.68 -0.55 -3.7 -14.1
AkreFocusRtl 51.81 -2.10 11.8 13.5 LowDurI Inst 8.83 -0.01 2.4 -1.6 FedInstHYBondL 8.45 NA NA NA Idx2040InsPre 20.61 -0.51 8.8 18.4 LowP n 41.40 -0.67 3.3 44.8 DfAero n 14.75 -0.53 -4.4 28.6
DivIncom 29.93 -0.69 3.0 39.3 Fidelity Advisor I: Idx2045InsPre 21.47 -0.54 9.1 18.8
AmanaGrowth n: BlackRock Funds A: StrValL 5.22 -0.09 -7.9 34.3 LowPriStkK 41.33 -0.67 3.3 45.1 Energy n 60.52 -1.66 7.9238.4
Credit Suisse Common: BalancI 25.07 -0.52 11.5 21.1 Idx2050InsPre 21.50 -0.55 9.1 18.7
AmanaGrowth n 63.58 -1.58 11.1 35.1 AdvLgCapCore 17.06 -0.51 12.4 30.9 TtlRtnBdL 9.16 -0.06 -0.6 -11.0 LowPriStkK6 13.97 -0.22 3.7 46.6 Health n 26.78 -0.66 -3.0 5.0
ComdtyRet 23.67 NA NA NA ConsvIncmMuni I 9.98 -0.01 2.1 2.6 Idx2055InsPre 17.69 -0.45 9.0 18.7 LtdTmBdFd n 10.88 -0.02 2.5 -3.9
Amer Beacon Insti: CapAppr 28.18 -1.08 28.9 10.2 Fidelity: HlthCareSrvPt r n 127.77 2.41 -3.2 40.6
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

EqtyDivd 18.36 -0.32 3.5 40.4 EqGrI 17.47 -0.65 19.0 26.9 Idx2020 Premier 14.74 -0.23 4.8 3.6 Magin n 11.07 -0.31 15.9 17.6 ITSvs n 57.23 -1.85 8.9 -8.7
SmCpInst 23.30 -0.75 3.9 66.1 D 500IdxInstPrem n 150.44 -4.51 13.9 36.5
GlblAlloc 17.01 -0.27 3.5 4.3 FAEmgMktI 27.07 -0.63 1.2 -1.0 Idx2025 Premier 16.72 -0.29 5.3 5.5 MAMun n 10.96 -0.09 0.1 -6.1 MdTchDevis n 57.39 -2.22 -6.8 -1.2
American Century G: BalancedK6 13.08 -0.28 11.7 22.8
FAInvGrdI 6.93 -0.04 0.5 -12.9 Idx2030 Premier 17.78 -0.34 6.0 8.5 Manager40 n 11.73 -0.17 4.0 4.8 Retail n 17.66 -0.85 11.5 7.6
GlBond 8.37 -0.13 1.3 -9.7 HlthScOp 63.58 -0.89 -1.2 15.3 Davis Funds A: Contrafund K6 20.84 -0.55 23.9 22.8
FltRatel 9.26 -0.02 9.4 19.1 Idx2035 Premier20.09 -0.43 7.4 14.2 Manager60 n 13.72 -0.27 5.8 10.1 Semiconductors r n 22.27 -0.63 52.8 101.9
Sustain Equity 43.72 -1.36 12.8 34.1 MdCpGrA 28.39 -0.83 11.2 -2.0 NYVen A 24.85 -0.84 15.4 29.2 EmgMktIdxInstPre n 9.71 -0.16 3.0 -5.0
GrOppI 122.96 -4.91 25.7 4.9 Idx2040 Premier20.60 -0.51 8.8 18.5 MegaCpStk n 19.35 -0.53 15.1 58.2 Softwr n 25.00 -0.96 27.2 21.0
American Century I: MultiAstIncome 9.49 -0.10 3.6 4.1 Davis Funds C & Y: ExtMktIdxInstPre n 68.02 -2.59 8.1 15.3
HthCarI 62.09 -1.53 -3.2 4.6 Idx2045 Premier 21.46 -0.55 9.0 18.8 MidCap n 38.08 -0.91 2.0 49.6 Tech n 25.07 -0.68 40.5 28.7
NatlMuni 9.84 -0.08 1.2 -5.4 NYVenY 25.83 -0.87 15.6 30.2 FidAdAsset 12.77 -0.11 2.2 0.0
EqInc 8.60 -0.19 0.0 26.4 IntlGr 16.85 -0.53 6.1 4.3 Idx2050 Premier 21.50 -0.54 9.1 18.8 MidCapEnIdx n 15.88 -0.47 2.8 33.0
ScTechOppA 43.48 -1.62 27.2 -1.7 FidAdEm 33.54 -0.87 6.9 NS UtilGr n 99.17 -1.92 -4.0 36.4
Growth 45.86 -1.57 25.3 23.8 Del Invest Instl: MuniIncI 9.80 -0.07 0.6 -3.4 Idx 2055 Premier 17.69 -0.44 9.1 18.8 MuniInc n 11.70 -0.12 0.6 -4.9
TotRet 9.62 -0.06 0.1 -13.8 FidSAI 8.52 -0.06 4.4 NS Fidelity Series:
IntTF 10.43 -0.08 0.3 -3.5 Value 17.23 -0.49 -5.2 29.7 NwInsghtI 32.14 -0.90 22.5 22.8 Income n 10.06 -0.08 2.4 -2.1 NASDAQ n 167.89 -6.23 27.3 23.8
BlackRock Funds III: FidSAIEmerg 11.83 -0.12 9.0 13.5 Canada 13.95 -0.51 6.2 46.6
MdCapVal 14.84 -0.38 -2.7 40.2 Deutsche DWS: REIncmInst 11.03 -0.18 1.8 13.2 Fidelity Invest: NewInsights Z 32.29 -0.91 22.6 23.3
SmCapVal 9.15 -0.32 1.0 60.1 iShS&P500IdxK508.24-15.26 13.9 36.4 FidSer5 7.57 -0.06 -1.6 NS IntMuni Z 9.80 -0.07 0.6 -3.0
CoreEq n 29.03 -0.87 12.4 36.8 StrInI 10.90 -0.08 3.2 -0.1 AggrInt n 23.24 -0.69 11.4 3.9 NewMill n 44.54 -1.32 12.6 65.5
American Century Inv: iShUSAggBdIdxK 8.70 -0.05 0.0 -14.2 FidSer0-5 9.49 -0.01 2.3 NS FidelityAdviAsset:
Diamond Hill Funds: Total Bd 9.15 -0.06 1.1 -10.5 AilSectEq 10.16 -0.29 17.3 42.4 NewMkt n 11.44 -0.13 3.2 -8.4
BlackRock Funds Inst: FIDSerEmgMkt 8.04 -0.15 3.9 -7.9 OTC n 16.12 -0.55 25.6 23.3 ADVAssetMan60 13.72 -0.27 5.8 10.4
DiscCoreVal n 30.33 -0.77 0.1 22.4 LgCapI 29.94 -0.80 3.1 30.5 Fidelity Advisor M: AMgr20% n 12.78 -0.11 2.3 -0.1
AdvLgCapCore 18.05 -0.55 12.5 31.9 FidSerInt 8.42 -0.03 1.8 NS OTC K 16.50 -0.56 25.9 23.7 First Eagle Funds:
EqGro n 24.30 -0.67 11.3 20.7 LgCapY 29.98 -0.80 3.2 30.9 Balanced 24.80 -0.52 11.1 19.3 AMgr50% n 18.39 -0.31 4.8 7.4
CAInsMun 11.50 -0.11 0.1 -0.8 FidSerToMarket 14.24 -0.44 13.0 33.1 Ovrse n 54.53 -1.39 7.9 9.6 GlbA 61.88 -0.95 6.7 24.5
EqInc n 8.59 -0.19 -0.2 25.7 LongShortI 26.34 -0.21 5.5 32.1 EqGr 14.53 -0.55 18.5 25.0 AMgr70% n 24.05 -0.53 6.8 14.1
EmgMkts 22.72 -0.55 2.6 -4.6 FIDSerTresIndxFd 9.93 -0.01 3.5 4.9 PuritanK 22.30 -0.53 9.9 18.1 OverseasA 23.51 -0.27 4.7 11.1
Grwth n 44.47 -1.52 25.2 23.0 Dimensional Fds: GrOppM 109.01 -4.36 25.3 3.3 AMgr85% n 22.38 -0.59 8.3 18.9
EqtyDivd 18.46 -0.32 3.7 41.5 FIDZroExtMktIx n 10.88 -0.41 3.4 31.4 Puritn n 22.32 -0.53 9.8 17.8 FPA Funds:
Heritage n 19.67 -0.81 7.6 6.7 NwInsghtM 28.67 -0.80 22.1 21.0 AstMgr30R n 10.92 -0.13 3.1 2.0
FloRateIncPorIns 9.67 -0.02 9.4 17.0 2TGlFxd 9.83 0.01 3.4 0.4 FIDZroLgCpIx n 15.35 -0.47 14.6 34.1 RealE n 33.94 -1.79 -4.0 11.4
MdCapVal n 14.82 -0.38 -2.8 39.3 Fidelity Advisor Z: Balanc n 25.36 -0.53 11.6 21.5 FPANwInc n 9.54 0.01 3.4 1.5
GlblAlloc 17.17 -0.27 3.7 5.1 5GlbFxdInc 10.17 0.01 3.5 -4.2 Flex 500 Index 18.49 -0.55 13.9 36.6 RealEstInc n 11.08 -0.18 1.8 13.1
OneChMod n 13.35 -0.27 4.5 9.1 BalancedK 25.36 -0.53 11.6 21.8 FPA Funds Trust:
HiEqInc 26.36 -0.57 2.0 45.6 DFARlEst 34.77 -1.99 -4.4 11.5 FlexIntIdx 11.95 -0.25 6.5 13.2 AdvIntlSmCpZ 29.24 -0.51 8.8 24.9
Select n 94.48 -3.20 25.5 26.3 BluCh n 149.97 -6.60 34.3 20.5 SAIIntlMinVolInd 10.47 -0.15 6.5 9.7 FPACres Inst n 37.05 -0.61 12.3 39.3
HlthScOp 68.04 -0.95 -1.0 16.1 EmgMkt 26.47 -0.42 6.0 8.6 FlexUSBdIdx 8.77 -0.05 -0.2 -14.4 AssetManager50% 18.33 -0.32 4.9 7.7
Ultra n 69.30 -2.39 25.6 20.7 BluChpGr K6 23.28 -0.96 34.8 22.5 SAILTTreBdIdx 6.97 -0.12 -6.2 -40.8 FPACresentFnd 37.06 -0.61 12.4 39.5
MdCpGrEq 33.45 -0.97 11.4 -1.3 EmgMktSoCoEq 13.37 -0.20 7.0 10.0 Freedom2060K 11.94 -0.31 9.3 21.8 AssetMngr85 22.26 -0.58 8.4 19.2
American Century R6: BluChpGrK 150.75 -6.64 34.3 20.8 SAISm-MidCap500I 5.45 -0.18 4.0 31.8 Franklin A1:
MultiAstIncome 9.50 -0.11 3.7 4.9 EmgMktVa 28.67 -0.27 9.5 31.4 GlexUSIdxInstPre n 13.38 -0.27 6.6 13.2 AsstMngr70 24.02 -0.53 6.9 14.3
CAMun n 11.68 -0.10 0.5 -5.2 SAIUSMinVolIndFd 17.54 -0.39 6.0 25.6
AmCentUltraFdR6 73.96 -2.54 26.0 22.0 NatlMuni 9.83 -0.08 1.3 -4.7 EmMktCorEq 21.49 -0.30 7.9 15.3 GrowthCompanyK6 19.53 -0.87 26.9 22.9 EmMkt Z 27.02 -0.63 1.3 -0.6 CA TF A1 6.55 NA NA NA
CapAp n 36.28 -1.24 13.8 28.1 SAIUSQtyIdx 17.65 -0.36 16.4 33.9
MdCapVal 14.84 -0.39 -2.5 40.8 ScTechOppInst 47.90 -1.78 27.5 -0.9 EmMktSmCp 21.87 -0.36 8.8 25.3 InflPrBdIndInsPr n 9.04 -0.04 0.3 -4.8 FloatRateHighInc 9.27 -0.02 9.5 19.5 Fed TF A1 10.32 NA NA NA
CapDevO n 19.54 -0.56 13.1 56.6 SmCapDisc n 24.00 -0.58 5.9 52.8
SmCpVal 9.16 -0.32 1.2 61.0 Fixd 10.21 0.01 3.5 2.1 IntlIdxInstPrem n 44.66 -0.90 8.4 20.6 GovtIncome 8.90 -0.05 -1.0 -15.8 HiInc A1 1.65 NA NA NA
StratIncOpptyIns 9.09 -0.03 2.1 1.1 CnvSc n 31.13 -0.45 5.3 18.2 SmlCapO n 12.29 -0.37 5.8 39.0
American Funds Cl A: GblAll60 40Inst 19.65 -0.29 6.6 18.6 IntlIndex n 10.51 -0.23 7.1 14.4 GrOpp 124.67 -4.97 25.8 5.3 HY TF A1 8.41 NA NA NA
StratMuniOppI 10.01 -0.11 -1.1 -3.8 Contra n 14.94 -0.39 25.4 23.0 SmlCpGrth n 24.67 -0.80 4.3 8.9
2020TarRetA 12.45 -0.19 2.3 7.2 GlEqInst 28.42 -0.70 8.9 35.8 IntrTresBdIxPrem n 9.34 -0.06 -1.0 -16.9 InvestGradeBd 6.93 -0.04 0.6 -12.6 IncomeA1 2.22 -0.03 2.0 27.3
TotRet 9.62 -0.06 0.3 -13.0 ContraK 15.00 -0.39 25.4 23.3 SmlCpGrth K6 13.17 -0.42 4.5 9.7
2025TarRetA 13.90 -0.23 3.3 8.3 GlRESec 9.21 -0.41 -5.1 6.1 LgCpGwId InstPre n 26.04 -0.90 25.3 28.6 NewMktsIncFdZ 11.44 -0.13 3.2 -8.2 NY TF A1 9.55 NA NA NA
BNY Mellon Funds: CpInc n 9.26 -0.08 6.5 16.8 SmlCpGrth Z 24.93 -0.81 4.4 9.2
2030TarRetA 15.22 -0.29 4.7 11.1 InfProtSec 10.70 -0.05 0.3 -5.3 LgCpVlIdxIstPrem n 15.13 -0.39 2.8 39.4 RE Income 11.03 -0.18 2.0 13.6 US Gov A1 4.93 -0.03 -1.0 -12.5
Aprec n 39.35 -1.17 11.4 30.9 DisEq n 54.24 -1.64 18.7 23.5 SmlCpVal n 17.52 -0.55 2.9 65.5
2035TarRetA 16.43 -0.37 6.3 15.1 IntGvFxdInc 10.67 -0.06 -0.4 -17.0 LTTrsBdIdxInstPr n 9.38 -0.16 -5.4 -38.7 StkSelAllCap 62.80 -2.01 13.7 32.1 Utils A1 19.88 -0.47 -6.2 23.2
Dr500In n 49.50 -1.49 13.5 34.6 DivGth n 30.34 -0.74 6.8 43.8 Srs1000ValIndRet 14.14 -0.37 2.8 39.5
2040TarRetA 17.14 -0.43 7.7 17.4 IntlCoreEq 14.34 -0.28 7.9 25.5 MidCpInxInstPrem n 26.86 -0.85 4.0 28.1 Fidelity Freedom: Franklin Templeton:
Dreyf n 15.53 -0.40 18.9 40.3 DivIntl n 39.32 -1.03 7.9 4.3 SrsBlChGroRetail n 13.45 -0.59 35.2 24.5
2045TarRetA 17.51 -0.47 8.0 17.6 IntlREst 3.47 -0.07 -6.5 -3.1 OTCK6Port 17.73 -0.61 26.3 24.8 FF2010 n 13.13 -0.14 3.3 1.3 DivIntl K6 12.64 -0.33 7.8 5.4 SrsCommStrt 100.43 -1.03 -2.5 57.0 TgtModA 13.38 NA NA NA
DreyMid r Inv n 27.52 -0.79 3.6 40.3
2050TarRetA 17.18 -0.47 8.5 17.3 IntlSustCore1 11.19 -0.26 6.8 15.4 PuritanK6 13.01 -0.31 9.9 18.1 FF2015 n 10.69 -0.14 4.0 3.4 DivIntlK 39.26 -1.02 7.9 4.7 SrsEmrgMkt 16.52 -0.39 5.8 -6.0 FrankTemp/Frank Adv:
GlFxIncI 19.04 -0.09 1.5 -7.5
AmcpA 34.40 -1.23 14.7 14.7 InstS&PStkIdx I 59.73 -1.80 13.7 35.7 IntlVal 19.51 -0.27 12.2 56.9 RealEstIdxInst n 13.75 -0.77 -4.0 13.6 FF2020 n 13.34 -0.21 4.7 5.4 DivStkO n 29.62 -1.03 15.0 33.1 SrsGlobal 13.16 -0.28 6.6 13.1 CA TF Adv 6.54 -0.06 -0.1 -6.6
AMutlA 48.35 -1.06 1.2 31.8 IntlStkI 21.59 -0.68 5.3 1.1 IntlVectorEq 12.62 -0.21 8.2 30.1 SAIUSLgCpIndxFd 17.93 -0.54 13.8 36.5 FF2025 n 12.33 -0.22 5.3 7.4 EmrMkt n 33.55 -0.87 6.8 -6.7 SrsIntlGrw 15.25 -0.47 6.9 7.1 CvtScAdv 19.69 -0.45 3.1 10.3
BondA 10.98 -0.07 -1.1 -13.3 IntlStkY 21.32 -0.68 5.3 1.2 IntSmCo 18.01 -0.32 4.7 18.1 SeriesBondFd 8.67 -0.05 -0.1 -14.3 FF2030 n 15.52 -0.30 6.1 10.6 Eq Inc n 64.81 -1.38 2.7 41.0 SrsGroCoRetail 17.49 -0.75 27.0 25.7 Dynat Adv 120.95 -5.38 25.3 0.0
BalA 29.76 -0.56 4.5 15.1 SmMidCpGrI 22.91 -1.12 0.7 -19.5 IntSmVa 20.23 -0.22 9.2 37.5 SeriesOverseas 11.82 -0.30 8.8 13.2 FF2035 n 13.50 -0.29 7.6 16.7 EqDivIncm n 26.30 -0.53 3.8 47.8 SrsIntlSmCp 15.39 -0.39 3.7 6.8 Growth Adv 116.58 NA NA NA
CapIBA 62.27 -1.12 0.9 18.3 StrgVal I 40.76 -0.78 5.4 77.2 IntTermMuni 9.77 -0.05 -0.1 -4.1 SerLTTreBdIdx 5.42 -0.09 -5.4 -38.7 FF2040 n 9.66 -0.24 9.1 21.2 Fidel n 68.08 -1.63 17.8 28.2 SrsIntlVal 11.14 -0.18 11.1 44.3 IncomeAdv 2.20 -0.03 2.1 27.4
CapWA 15.52 -0.10 -1.9 -20.1 BNY Mellon Funds Tru: IntVaIII 16.75 -0.23 12.2 57.2 SmCpIdxInstPrem n 22.08 -0.87 2.1 23.6 FF2045 n 11.09 -0.29 9.2 21.5 FltRateHi n 9.27 -0.02 9.5 19.3 STBF n 8.24 -0.01 2.3 -1.7 RisDv Adv 85.09 -2.14 3.8 33.1
CapWGrA 55.38 -1.61 8.8 19.1 ITExQual 9.13 -0.03 2.1 -14.8 STBdIdx InstPrem n 9.50 -0.02 1.5 -4.9 FF2050 n 11.23 -0.29 9.3 21.5 FocsdStk n 27.67 -1.04 17.0 20.5 StkSelSmCp n 29.46 -0.88 5.1 37.8 SmCpValAdv 53.73 -1.42 0.8 46.9
MCMultiStrM 16.67 -0.48 5.2 24.1 STTreIdx InstPre n 9.86 -0.02 1.1 -5.7
EupacA 51.55 -1.77 5.4 0.7 LgCo 29.55 -0.89 13.8 36.3 Free2055 n 12.99 -0.34 9.2 21.5 FournOne n 51.09 -1.21 8.6 18.8 StkSlcACap n 63.21 -2.02 13.6 31.8 FrankTemp/Franklin A:
NtlIntmMuni 12.53 -0.11 0.3 -4.2 TMktIdxInstPrem n 119.55 -3.73 13.0 33.0
FdInvA 66.09 -1.93 11.6 31.3 LgCpIntl 24.67 -0.52 8.4 23.8 Free2060InstPrem 14.98 -0.38 9.0 18.7 GNMA n 9.77 -0.07 -0.6 -12.1 StratDivInc n 15.54 -0.32 2.3 23.8 BAL A 11.84 -0.14 0.9 17.4
Brown Advisory Funds: TotalMarketIndex n 15.10 -0.47 13.1 33.9
GBalA 33.26 -0.79 3.7 7.0 SclCrEqInst 13.12 -0.25 7.7 21.5 Freedom2015 K 10.68 -0.14 4.0 3.6 GovtInc n 8.88 -0.06 -1.0 -16.0 TaxFrB n 10.49 -0.11 0.9 -4.7 DynaTech A 115.69 NA NA NA
GovtA 11.70 -0.08 -2.3 -13.6 GrwthEquityInst 25.29 -1.01 16.8 1.7 STExQual 10.37 0.00 3.3 -2.1 TtlIntIdxInstPr n 12.47 -0.25 6.5 13.4 Freedom2020 K 13.34 -0.21 4.8 5.7 TotalBond n 9.17 -0.06 1.3 -10.3 EqIn A 28.22 -0.88 2.4 35.2
GroCo n 28.91 -1.24 28.4 22.5
GwthA 59.26 -2.30 19.7 16.6 Calamos Funds: STGov 10.00 0.01 3.6 -2.2 USBdIdxInstPrem n 9.96 -0.05 -0.1 -14.3 Freedom2020K6 13.28 -0.21 4.9 6.0 GroInc n 50.77 -1.30 9.0 54.1 TotalBond K6 8.52 -0.06 1.0 -10.0 FoundFAlA 13.02 -0.25 4.2 18.0
HI TrA 9.08 -0.07 5.1 10.9 Gr&IncA 40.38 -1.00 10.7 24.9 STMuniBd 10.11 0.00 1.7 1.2 USSusIdx n 19.26 -0.68 15.6 37.5 Freedom2025 K 12.32 -0.22 5.4 7.7 GrowCoK 29.05 -1.25 28.5 22.7 Trend n 134.83 -5.49 25.2 18.8 GrOp A 42.19 NA NA NA
HiInMuniA 14.24 -0.16 1.6 -2.3 MktNeutI 14.55 -0.04 6.7 9.8 US CoreEq1 32.73 -0.89 10.7 41.6 Fidelity Adv Focus A: Freedom2025K6 12.28 -0.22 5.4 8.1 GrStrt n 50.71 -1.31 8.6 14.1 Value n 13.15 -0.39 5.3 69.1 Growth A 115.46 NA NA NA
ICAA 46.41 -1.41 13.6 34.7 Calvert Investments: US CoreEq2 29.51 -0.78 9.5 44.0 HthCarA 55.85 -1.38 -3.4 3.8 Freedom2030 K 15.52 -0.30 6.2 11.0 GwthDiscovery n 47.30 -1.78 19.0 26.9 ValueDisc n 33.84 -0.54 -0.1 42.7 LwDuToRt A 8.74 NA NA NA
48 BARRON’S September 25, 2023

D ATA MUTUAL FUNDS D ATA P R O V ID E D BY LIP P E R B A R R ON S .C OM / D ATA


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.
RisDv A 85.15 -2.15 3.6 32.1 MnStFndA 48.51 -1.53 11.8 26.8 USRechEnhEq 33.56 -0.94 15.7 41.0 IntrinsicValInst 18.46 -0.44 3.7 46.0 Pioneer Funds Y: FunUSLgInst nr 22.43 -0.55 7.1 55.5 ExtndAdml n 108.29 -4.13 8.1 15.3 EmgMktInstPl 83.50 -1.20 3.3 0.3
SmMCpGrA 29.99 NA NA NA MnStSmCpA p 24.16 -0.61 3.5 28.3 JPMorgPrm: LCVal Inst 41.81 -0.79 -2.9 59.1 BondY 7.88 -0.05 0.5 -10.6 InflProSel n 10.07 -0.04 0.2 -4.8 GNMAAdml n 8.93 -0.05 -0.5 -11.5 ExtndIstPl 267.22-10.19 8.1 15.4
StrInc A 8.01 NA NA NA ModInvA 9.95 -0.18 3.9 6.4 USEquity L 19.51 -0.58 14.6 37.6 LgShInst 16.92 NA NA NA StratIncY p p 8.97 NA NA NA IntI Sel nr 21.36 -0.44 8.2 20.2 GroIncAdml n 87.85 -2.47 12.4 37.4 FTAIWdInPl 109.73 -2.24 6.6 14.3
TtlRtn A 7.97 NA NA NA MunInA 11.48 -0.13 0.7 -5.9 StrIncInst 9.38 NA NA NA Price Funds: S&P Sel n 66.90 -2.01 13.9 36.5 GrwthAdml n 140.35 -5.54 28.5 24.1 IdxIntl 17.42 -0.36 6.4 13.7
FrankTemp/Franklin C: RchHiYldMuniA 6.52 -0.09 1.1 -3.2 L Neuberger Berman Inv: 2050RetFd n 16.07 -0.42 9.9 21.4 SmCp Sel nr 28.80 -1.14 2.1 23.5 HltClxAd nr 119.11 -1.85 -3.4 24.0 ITTresIdx Inst 24.02 -0.10 -0.2 -13.6
Income C 2.26 -0.03 1.6 24.8 RisingDivA 22.82 -0.58 8.5 32.8 Genes n 57.03 -1.68 4.9 22.8 TSM Sel nr 73.64 -2.29 13.0 32.9 HlthCareAdml nr 86.60 -1.92 -0.4 20.0 LTTresIdx Inst 24.35 -0.39 -5.3 -38.7
Balnanced n 23.85 -0.47 8.5 12.6
FrankTemp/Franklin R: RochAMTFrMuni 6.63 -0.08 0.7 -4.8 Laudus Funds: Guard n 23.18 -0.67 20.9 32.9 USSmCoIdx nr 14.58 -0.45 4.4 52.2 HYCorAdml nr 5.16 -0.04 4.6 3.3 MdCpGrAdml n 83.36 -3.00 8.3 11.6
BlChip n 135.87 -5.08 31.3 5.1
RoMu A p 14.40 -0.23 1.2 -4.1 USLgCpGr nr 21.97 -0.81 29.5 8.5 LCVal n 41.83 -0.79 -2.9 58.4 SEI Portfolios: InfProAd n 22.87 -0.11 0.0 -5.1 MdCpVlAdml n 68.64 -2.12 -0.4 41.0
FrkDynTchR6 122.57 NA NA NA Communica&Tech n 112.47 -4.15 21.5 -11.5
SenFltRtA 6.69 0.00 8.9 22.8 Lazard Instl: Neuberger Berman Tr: CoreFxIn F 9.21 -0.06 -0.1 -15.7 InfTechIdx n 212.65 -5.62 30.5 39.1 SmValAdml n 68.28 -2.43 1.7 54.1
FrkGrthR6 116.54 NA NA NA DivGro n 66.42 -1.37 4.2 33.7
SP IncomeA 4.94 0.05 13.8 165.3 EmgMktEq 16.48 -0.21 13.1 24.0 IntlEmg F 10.23 -0.15 3.1 -4.5 IntlGrAdml n 93.92 -4.06 3.9 -11.4 TotBd2 9.16 -0.05 -0.1 -14.4
FrkIncR6 2.21 -0.03 2.1 28.1 GenesisFdR6 57.18 -1.68 5.1 23.7 EqInc n 32.49 -0.73 0.5 48.6
Invesco Funds P: GlbLstInfr 14.45 -0.27 3.4 29.0 IntlEq F 11.05 -0.21 10.3 20.5 ITBondAdml n 9.87 -0.05 0.1 -14.8 TotIntlInstIdx r 116.50 -2.41 6.5 14.0
FrkRisDivR6 85.08 -2.14 3.9 33.4 Nicholas Group: EqIndex n 113.97 -3.43 13.7 35.8
Summit P pn 20.04 -0.85 21.2 5.2 IntStrtEq r 14.17 -0.32 5.7 9.4 IntMuni F 10.71 -0.08 0.4 -4.7 ITIGradeAdml n 8.20 -0.04 1.4 -12.2 TotItlInstPlId r 116.52 -2.42 6.5 14.0
FrkSmCpGrR6 20.36 NA NA NA Nich n 79.39 -2.17 18.9 39.1 GlbStk n 51.36 -1.83 12.4 9.6
Invesco Funds Y: Legg Mason I: LgCapGr F 40.75 -1.15 22.5 23.2 ITsryAdml n 9.63 -0.05 -0.6 -13.0 TotSt 103.95 -3.59 12.9 32.5
FrankTemp/Mutual A&B: Northern Funds: GlbTech n 13.27 -0.49 32.0 -20.5
TaxMgdLC F 31.89 -0.78 6.5 36.2 ITTresIdx n 19.35 -0.09 -0.3 -13.6 VANGUARD INSTL FDS:
Shares A 23.61 NA NA NA DevMktY 36.90 -1.01 5.5 -12.6 IntlGrTrI 56.45 -1.50 4.5 -0.3 Growth n 79.84 -2.93 29.6 6.6
BdIdx n 8.87 -0.05 -0.4 -14.4 SmeadFds: LarCapAd n 99.56 -3.38 14.4 33.6 BalInst 41.87 -1.10 7.6 12.2
FrankTemp/Temp A: DiscovY 92.21 -4.54 4.5 5.2 Longleaf Partners: HelSci n 86.27 -2.03 -4.0 11.5
EmMktsEqIdx nr 10.45 -0.21 2.5 -6.2 LTGradeAdml n 7.48 -0.07 -0.8 -26.5 DevMktsIndInst 14.28 -0.33 7.6 19.3
EqWtdY 66.30 -1.98 2.3 39.4 Partners n 20.97 -0.59 14.8 33.3 InstFLRfd r 9.41 -0.02 9.1 16.9 SmeadValueInstl 67.89 -2.48 2.7 61.8
Frgn A 7.65 -0.15 11.5 34.0 HiYFxInc n 5.74 -0.04 7.0 7.4 LTsryAdml n 8.09 -0.13 -5.5 -38.5 DevMktsInxInst 22.32 -0.51 7.6 19.3
GloblY 88.59 -3.27 17.7 10.5 Loomis Sayles Fds: InstHiYld 7.50 -0.06 7.0 5.9 SSgA Funds:
GlBond A 7.32 -0.09 -4.9 -15.0 IntlEqIdx nr 13.08 -0.27 8.1 20.0 MidCpAdml n 258.82 -8.65 3.7 25.7 EmMkInst r 25.10 -0.36 3.3 0.3
IntGrowY 35.18 -1.17 6.3 0.4 LgCapGow I 58.93 -1.96 28.3 18.3 SP500 n 226.44 -7.66 13.8 36.1
Growth A 23.51 NA NA NA LSBondI 11.17 -0.06 1.5 -3.7 IntTxExpt n 9.52 -0.07 0.4 -6.1 MrgBkdIdx n 17.74 -0.11 -0.8 -13.1 ExtndInst 108.28 -4.13 8.1 15.4
IntlSmCoY 38.37 -1.05 -1.2 -9.5 InstLCCoreGr 54.60 -2.04 31.4 5.6
World A 13.27 -0.47 16.3 10.0 Lord Abbett A: MidCpIdx n 19.25 -0.55 3.9 41.8 MuHYAdml n 10.10 -0.12 1.2 -4.4 FTAlWldIst r 103.62 -2.12 6.6 14.3
Ivy Funds: LgCpVal 22.16 -0.45 -0.2 45.7 T
FrankTemp/Temp Adv: Affiltd p 15.43 -0.28 0.3 30.4 SmCpVal n 18.14 -0.56 0.6 46.8 MuIntAdml n 13.15 -0.11 0.4 -3.8 FTScinst 29.02 -0.93 17.0 29.5
AssetStrA p 18.71 -0.51 6.1 17.1 InstSmCap 24.51 -0.87 2.6 16.4
GlBondAdv 7.28 -0.09 -4.8 -14.4 BdDeb p 6.80 -0.04 1.1 -3.3 StkIdx n 45.92 -1.56 13.8 36.2 TCW Funds: MuLTAdml n 10.35 -0.12 0.3 -5.8 GrwthInst 140.36 -5.54 28.5 24.2
CoreEqA t 15.31 -0.42 10.6 34.3 IntDis n 58.38 -1.38 2.7 -8.5
Frost Family of Fund: CalibrDivGr 17.97 -0.39 6.6 29.6 MuLtdAdml n 10.60 -0.04 1.0 -0.7 InPrSeIn 9.32 -0.04 0.1 -4.9
LgCpGwthA p 27.33 -0.89 22.5 28.2 O IntlStk n 17.52 -0.50 5.6 4.9 EmMktInc n 6.00 -0.06 2.7 -13.5
FloatRt p 8.11 -0.01 9.6 17.9 MuShtAdml n 15.56 -0.03 1.7 1.4 InstIdx 361.85-10.86 13.9 36.5
FrTRInst 9.29 -0.02 3.4 4.2 LgCpGwthl r 29.92 -0.97 22.7 29.4 MCapVal n 29.92 -0.89 5.5 50.4 TotRetBondI n 7.77 -0.08 -1.2 -18.4
HYMuniBd p 10.32 -0.12 1.7 -5.7 NJLTAdml n 10.86 -0.12 1.0 -3.5 InstPlus 361.85-10.86 13.9 36.5
MidCapI 28.06 -0.95 4.7 4.8 Oakmark Funds Invest: MCEqGr 60.08 -2.00 7.5 13.8 Thompson IM:
G IntrTxFr 9.88 -0.08 1.1 -4.9 NYLTAdml n 10.33 -0.12 0.8 -5.5 InstTStPlus 74.73 -2.61 13.0 33.0
MdCpGwthA p 24.55 -0.83 4.5 3.8 EqtyInc nr 31.55 -0.65 7.2 32.2 MidCap n 95.13 -3.11 7.2 13.8 Bond n 9.77 0.00 3.1 3.9 PacifAdml n 84.47 -1.80 7.3 9.2
MultiAstBalOppty 10.22 -0.17 3.5 10.0 NAmer n 60.90 -1.91 16.9 30.3 ITBdInst 9.87 -0.05 0.1 -14.7
Gabelli Funds: ScTechA p 43.29 -1.26 18.0 10.2 Oakmark n 119.18 -4.06 16.5 69.9 Thornburg Fds: PALTAdml n 10.30 -0.11 0.1 -6.0
ShtDurIncmA p 3.80 -0.01 2.2 -0.2 NHoriz n 50.60 -2.08 9.2 -10.0 ITBdInstPI 9.87 -0.05 0.1 -14.7
ScTechI r 55.33 -1.60 18.2 10.9 OakmrkInt n 25.55 -0.68 11.0 35.6 IncBuildA t 22.67 -0.40 10.4 41.8 PrmcpAdml nr 152.83 -4.30 16.8 39.7
Asset p n 48.74 -1.25 2.6 27.7 TaxFr p 10.01 -0.11 1.1 -7.0 OverS SF nr 11.77 -0.28 7.3 19.0 LaCapInst 409.75-13.93 14.4 33.6
GE Elfun/S&S: Select n 62.05 -2.32 25.4 65.0 IntVal I 23.87 -0.62 8.1 11.8 RealEstatAdml n 109.75 -6.18 -4.1 9.9 MidCpInst 57.17 -1.92 3.7 25.7
J Lord Abbett C: QMUSSmCpGrEq n 37.10 -1.24 7.0 14.5
Old Westbury Fds: LtdTIncI 12.45 -0.03 2.4 -4.7 S&PSC600Idx 349.67-12.16 0.3 41.5 MidCpIstPl 281.97 -9.44 3.7 25.8
Trusts n 69.64 -1.97 18.9 35.7 ShtDurIncmC t 3.83 0.00 2.0 -1.7 SpectModerGwAllo n 34.34 -0.76 8.2 13.0
Janus Henderson: AlCpCore n 22.54 -0.68 13.4 25.0 LtdTMu I 13.30 -0.07 0.6 -3.7 SmCapAdml n 90.15 -3.61 3.7 29.3 RealEstaInstl 16.99 -0.95 -4.1 9.9
GMO Trust Class III: Lord Abbett F: R2010 n 14.18 -0.20 5.0 6.6
CreditIncomeFd n 7.75 -0.07 0.2 NS Thrivent Funds A: SmGthAdml n 74.84 -3.41 6.6 1.9 Rs1000GrwIdxInst527.85-19.32 25.3 28.5
EmgCntryDt 18.38 NA NA NA Balanced C 38.72 -0.73 5.5 9.2 ShtDurIncm 3.80 -0.01 2.5 0.4 R2015 n 11.82 -0.18 5.3 8.1
FixInc pn 9.83 -0.04 0.2 -9.9 LgCpStk 24.69 -0.67 10.2 24.0 STBondAdml n 9.84 -0.02 1.4 -5.1 Rs1000Vl IdxInst262.68 -8.45 2.7 39.2
Quality 27.10 -0.62 17.7 44.3 Balanced T n 39.37 -0.74 6.2 11.8 Lord Abbett I: R2020 n 17.68 -0.28 5.6 9.8
LrgCpStr n 15.81 -0.47 8.4 13.0 MidCapStk 26.93 -0.77 4.3 36.4 STCorpIx n 20.49 -0.02 2.1 -3.3 Russ1000IdxInst378.98-13.13 13.6 33.9
GMO Trust Class VI: Enterprise T n 128.53 -2.80 8.5 28.9 R2025 n 15.53 -0.27 6.2 12.0
BdDebentr 6.76 -0.05 1.2 -2.8 MuniBd pn 11.20 -0.08 -0.6 -6.0 Thrivent Funds S: STFedAdml n 9.89 -0.01 0.8 -4.4 SmCapInst 90.14 -3.61 3.7 29.3
GlLifeSci T nr 66.31 -1.85 -0.8 17.9 R2030 n 23.42 -0.47 7.1 14.3
Quality 27.11 -0.62 17.8 44.7 FloatRt 8.12 -0.01 9.9 18.6 Sm&MdCapStrategi n 14.11 -0.45 1.4 1.2 LgCpVal n 26.26 -0.70 3.1 55.9 STIGradeAdml n 9.94 -0.02 2.1 -3.2 SmCapIstPl 260.18-10.43 3.7 29.3
GlTech T nr 44.61 -1.43 32.7 12.5 R2035 n 18.47 -0.42 8.1 16.8
Goldman Sachs Inst: HiYld 6.08 -0.06 4.1 2.5 Optimum Funds Inst: MidCapStk n 31.84 -0.91 4.5 37.4 STIPSIxAdm n 23.74 -0.04 2.2 6.0 SmGthInst 59.93 -2.73 6.7 1.9
Grw&Inc T n 67.63 -1.64 7.6 34.1 R2040 n 26.65 -0.66 9.1 19.2
EmgMktEq 20.40 NA NA NA ShtDurInc p 3.80 0.00 2.6 0.7 TIAA-CREF/Instl Cl: STsryAdml n 9.72 -0.01 0.7 -4.5 SmValInst 38.16 -1.36 1.7 54.1
Resh T n 59.64 -1.94 25.7 18.8 Fixed Inc 7.99 -0.05 -0.1 -14.3 Ret2045 n 18.94 -0.50 9.7 21.1
HYMuni 8.68 -0.11 1.2 -3.9 STTresIdx n 19.19 0.00 1.6 -3.0 STBdIdxInstPl 9.84 -0.02 1.4 -5.0
Jensen I : LgCpGrwth 19.74 -0.67 24.2 7.6 Ret2055 n 16.74 -0.44 9.9 21.4 CoreBond Inst 8.76 NA NA NA
Muni 14.69 -0.13 1.4 -2.0 M TotBdAdml n 9.27 -0.05 0.0 -14.3 STBDInst 9.84 -0.02 1.4 -5.0
Jensen I 58.52 -1.36 7.9 34.1 LgCpVal 19.00 -0.42 1.8 39.7 RetBal Inc n 12.34 -0.16 4.4 6.5 CorePlsBd 8.78 NA NA NA
Guggenheim Funds Tru: TotIntBdIdxAdm n 19.24 -0.06 2.8 -11.6 STCorpIxInst p 25.08 -0.02 2.2 -3.2
JensenQualGrJ n: MainStay Fds A: Osterweis Strat Income: SciTec n 35.61 -1.30 36.3 12.1 TIAA-CREF/Retail Cl: TotIntlAdmIdx nr 29.13 -0.61 6.5 13.9 STIGradeInst 9.94 -0.02 2.2 -3.2
MacOppFdClInstl 23.82 -0.10 5.0 4.4 OsterweisStrInc n 10.62 -0.01 7.3 12.2 Sht-Bd n 4.48 0.00 2.2 -1.8 EqIdx n 31.28 NA NA NA
JensenQualGrJ n 58.61 -1.36 7.7 33.3 HiYldBdA 5.00 -0.03 5.6 7.1 TotStAdml n 103.96 -3.62 12.9 32.9 STIPSIxins 23.76 -0.04 2.2 6.0
TotRtnBdFdClInst 22.75 -0.15 1.2 -12.4 SmCap n 47.51 -1.60 -0.8 32.8 Gro&Inc n 22.74 -0.62 19.5 34.9
JHF III DispVal: LgCpGrA p 8.49 -0.27 21.3 15.4 TxMBal nr 38.27 -0.91 6.8 14.0 STTresIdx 24.11 0.00 1.6 -2.9
GuideStone Funds: PQ SmCapStk n 52.59 -1.86 2.4 16.3 TIAA/CREF Funds:
DispVal I 21.94 -0.49 5.0 56.6 TxFrBdA 9.05 -0.10 0.1 -6.3 TxMCapAdml n 222.88 -7.50 13.8 34.6 TotBdInst 9.27 -0.05 0.0 -14.2
EqindxGS2 45.41 NA NA NA SpecGr n 22.11 -0.61 9.6 25.6 BdIdxInst 9.24 -0.06 0.0 -14.5 TxMIn nr 14.26 -0.33 7.6 19.2
DispValMCI 25.67 -0.55 5.1 52.7 Mairs&Power: Parnassus Fds: TotBdInst2 9.16 -0.05 0.0 -14.2
MedDurGS2 12.26 NA NA NA SpecInc n 10.80 -0.09 1.7 -1.3
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DispValMdCp 24.38 -0.52 5.0 51.6 MairsPwrGr n 132.57 -4.25 12.8 32.3 EqIdxInst 30.73 NA NA NA TxMSC nr 76.66 -2.65 0.3 41.3 TotBdInstPl 9.27 -0.05 0.0 -14.2
ParnEqFd n 52.73 -1.72 12.7 32.1 SuMuInt n 11.00 -0.08 0.6 -4.2
DispValMdCpR6 25.68 -0.55 5.2 53.2 Mass Mutual: Gr&IncInst 14.59 -0.42 19.8 36.0 USGroAdml n 127.12 -6.05 25.5 0.0 TotIntBdIdxInst28.88 -0.08 2.8 -11.5
H Pear Tree: TF Incom n 10.38 -0.14 0.9 -4.0
DispValR6 22.00 -0.49 5.1 57.1 IntlEqIdxInst 20.70 NA NA NA UtilIxAd nr 69.22 -1.26 -8.6 19.1 TotStInst 103.97 -3.63 12.9 32.9
SelBluChipGroClI 21.50 -0.90 32.2 13.7 ForeignVal I r 21.21 -0.48 8.5 26.4 TotIndex n 46.42 -1.43 13.1 32.4
Harbor Funds: JHITFunLgCpCorFd: IntlEqIdxRet 21.20 NA NA NA ValAdml n 54.49 -1.50 1.4 45.3 TtlWrldIxInst p 191.88 -5.15 10.5 25.0
MassMutual Select: Perm Port Funds: U.S.EqResch n 42.30 -1.24 16.6 39.4 WdsrllAdml n 71.59 -1.86 9.1 46.0
FunLgCpCorA 58.22 -2.37 15.5 29.4 IntlEqInst 12.43 NA NA NA TxMCaInst r 110.73 -3.74 13.8 34.7
CapApInst 82.74 -3.71 31.8 9.3 MCGrEqIII 18.68 NA NA NA USLrgCpCore n 32.30 -0.72 10.6 33.9
John Hancock: Permanent n 48.74 -0.54 5.0 21.0 LC2040Inst 9.55 NA NA NA WellsIAdml n 57.93 -0.75 0.3 4.7 ValueInst 54.49 -1.50 1.4 45.3
IntlInst 42.30 -0.87 7.5 21.6 Metropolitan West: Value n 39.82 -0.75 3.3 42.7
PGIM Funds Cl A: LCIdx2020Inst 17.82 NA NA NA WelltnAdml n 68.67 -1.37 5.3 17.4 Victory Funds:
SmCpValInst 36.68 -1.00 2.3 41.0 500Index1 46.24 -1.39 13.6 35.3 Price Funds - Adv Cl:
LowDurBdI 8.12 NA NA NA HighYield 4.56 -0.04 5.4 4.3 LCIdx2025Inst 19.59 NA NA NA WndsrAdml n 70.77 -1.99 4.5 60.8
Harding Loevner: BondI 12.98 -0.09 0.5 -12.3 EstValA 44.32 -1.25 -0.2 55.4
TotRetBd n 8.73 NA NA NA JennGrowth 47.17 -2.14 31.0 8.3 BlChip p 131.96 -4.94 31.0 4.3 LCIdx2035Inst 23.14 NA NA NA VANGUARD FDS:
IntlEq 24.12 -0.63 3.0 4.0 BondR6 13.01 -0.09 0.6 -12.0 EstValI 44.35 -1.29 0.0 56.9
TotRetBdI 8.72 NA NA NA JennUtility 13.96 -0.26 -4.2 19.5 Growth p 77.07 -2.83 29.3 5.8 LCIdx2040Inst 24.65 NA NA NA CAIT n 10.97 -0.09 0.4 -4.4
Hartford Funds A: IntlGrwI 23.61 -0.56 5.3 -3.9 SmCoOppI 46.22 -1.22 -0.3 52.1
TRBdPlan 8.18 NA NA NA TotalReturnBond p 11.51 NA NA NA R2030A p 23.10 -0.46 7.0 13.5 LCIdx2045Inst 25.62 NA NA NA CapOp nr 72.60 -1.91 14.7 36.0
John Hancock Class 1: Victory Port:
BalIncA 13.60 -0.21 0.6 7.8 UnconstrBdI 10.11 -0.04 3.3 -1.7 PGIM Funds Cl Z: R2040A p 26.29 -0.65 9.0 18.3 LrgCpGrIdxInst 46.41 -1.61 25.2 28.5 DivdGro n 34.70 -0.83 -0.7 30.3
CapAppA 35.27 -1.14 7.0 17.6 BlueChipGrw 43.14 -1.63 31.2 5.1 MFS Funds: Price Funds - R Cl: LrgCpGrInst 20.56 NA NA NA Market Neutral I 8.57 0.00 6.6 9.8
HighYield 4.57 -0.04 5.5 5.1 DivrEq n 40.84 -1.41 13.3 27.7
DiscpEqA 42.37 -1.26 9.5 25.9 LSAggr 12.63 -0.35 6.9 19.9 LrgCpVl IdxInst 22.42 NA NA NA SSfnd 46.15 -1.21 -0.3 52.3
IIE 30.46 -0.85 8.2 21.3 JennGrowth 53.51 -2.42 31.3 9.3 R2030R p 22.75 -0.46 6.8 12.6 Energy nr 48.64 -1.00 6.7 84.6
LSBalncd 12.03 -0.23 5.2 10.4 VsycamoreFnd 44.37 -1.29 0.1 57.1
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

DivGth A 30.38 -0.77 4.4 43.3 MFS Funds Class A: PRIMECAP Odyssey Fds: LrgCpVl IdxRet 22.84 NA NA NA EqInc n 39.57 -0.99 0.0 43.2
LSGwth 12.50 -0.30 6.2 15.6 TotalReturnBond 11.47 NA NA NA Victory Portfolios I:
EqInc 19.96 -0.54 0.0 41.8 LrgCpVl Inst 20.06 NA NA NA Explr n 98.53 -3.15 5.4 20.7
LSModer 11.32 -0.16 4.2 5.2 AgGrAIA 26.33 -0.65 6.2 19.6 PIMCO Fds Instl: AggGrowth r nr 40.99 -1.11 13.1 14.9
GrOppty 36.26 -1.92 21.4 -4.4 QuantSmCpEqInst 15.74 -0.56 3.9 46.7 FTAlWldInAdml n 32.69 -0.67 6.6 14.2 500Indx Reward n 55.32 -1.87 14.3 34.6
John Hancock Funds A: CoEqyA 41.93 -1.14 10.5 30.2 AllAsset 10.60 NA NA NA Growth r nr 37.49 -0.90 11.3 33.5
MidCap A 23.04 -0.73 1.9 7.4 RealSecInst 15.39 -0.97 -2.7 5.8 GlbCapCyl Inv nr 11.84 -0.34 3.0 53.9 CrnstModAggr n 24.52 -0.39 4.4 10.2
GrowthA 147.49 -4.81 20.8 12.5 AllAssetAuth r 6.25 NA NA NA Stock r nr 35.08 -0.99 9.9 45.8
Hartford Funds C: BalA 24.11 -0.62 8.4 12.8 S&P500IdxInst 47.66 -1.43 13.8 36.4 GlbEq n 29.47 -1.11 10.2 14.1 Gr&Inc n 20.84 -0.68 13.3 28.0
IntlVA 38.41 -0.83 8.0 1.7 CommodtyRR 13.60 NA NA NA Principal Investors:
Bal IncC 13.35 -0.20 0.0 5.4 BondA p 12.98 -0.09 0.2 -13.1 S&P500IdxRet 47.25 -1.42 13.6 35.4 GloMinVolFdAdm n 27.61 -0.34 2.6 17.0 Grwth n 29.90 -1.24 30.1 15.6
LifeBal 12.14 -0.24 4.9 9.1 MCapA 23.70 -0.66 7.2 2.7 DivInc 9.06 -0.06 3.2 -6.9 HiYld IN 7.97 NA NA NA Inco n 10.97 -0.08 1.2 -10.2
Hartford Funds I: SmCpBl IdxInst 20.52 NA NA NA GNMA n 8.93 -0.05 -0.5 -11.8
LifeGrw 12.56 -0.31 5.9 14.4 MCapValA 27.76 -0.65 1.8 45.3 HiYld 7.59 -0.06 5.3 3.2 InfPro IN 7.65 NA NA NA IncStk n 17.37 -0.50 1.8 37.3
BalIncI 13.61 -0.21 0.8 8.6 SocChEqInst 24.32 -0.83 9.3 31.5 GroInc n 53.83 -1.51 12.4 37.0
John Hancock Instl: MIGA 36.96 -1.02 11.9 29.5 HiYldMuniBd 8.06 -0.09 2.1 -2.3 LgIndxI 21.96 NA NA NA IntmTerm n 12.15 -0.10 0.7 -3.7
DivGthI 30.20 -0.76 4.5 44.5 Tortoise Capital: HlthCare nr 205.33 -4.57 -0.4 19.8
MITA 34.14 -0.97 7.7 30.0 IntlBdUSH 9.45 -0.03 3.9 -5.9 LT2020 In 11.73 NA NA NA LgTerm n 11.42 -0.18 -0.5 -7.4
EmrgMktEqInv 14.82 -0.36 1.9 -8.7 StratIncmOppI 9.58 -0.05 1.9 -2.9 TorMLPPipInsCl 13.83 -0.09 8.9 117.8 HYCor nr 5.16 -0.04 4.5 3.0
MuHiA 6.96 -0.08 -0.2 -6.0 InvGrdCrBd 8.53 -0.05 1.6 -13.0 LT2030In 12.89 NA NA NA Nasdaq100 n 37.70 -1.28 34.8 32.8
EqIncI 19.80 -0.53 0.2 42.9 JPMorgan A Class: Touchstone Funds Gro: InflaPro n 11.65 -0.06 0.0 -5.4
MuInA 7.78 -0.09 0.0 -6.0 LgTrmCrdtBd 8.40 -0.09 -0.2 -23.9 LT2040I 14.46 NA NA NA ntTerBd n 8.85 -0.05 1.6 -8.4
InterValue 17.05 -0.22 12.8 57.5 CoreBond 9.90 -0.05 0.1 -12.9 MdCpY 46.70 -1.18 13.1 28.4 IntlExplr n 15.69 -0.49 3.6 -0.4
ResBdA 9.13 -0.05 1.0 -12.6 LngDurTotRtrn 6.80 -0.09 -2.1 -29.3 LT2050I 15.05 NA NA NA S&PIdx n 55.28 -1.86 14.2 34.2
IntlAlphaInv 15.31 -0.45 6.2 13.7 CorePlusBd p 6.96 -0.04 0.2 -12.2 Touchstone Strategic: IntlGr n 29.52 -1.27 3.8 -11.7
RschA 51.11 -1.54 9.8 27.0 LowDur 9.03 -0.01 2.2 -3.2 MidCpBldA 33.26 NA NA NA TarRet2040 n 11.53 -0.22 7.7 18.5
MidCap 24.48 -0.78 2.1 8.1 EqInc p 21.34 -0.47 -2.3 36.1 IntlVal n 38.45 -0.84 7.6 26.3
TotRA 18.57 -0.31 2.2 15.6 LowDurInc r 7.80 -0.02 4.3 6.0 PreSecI 8.59 NA NA NA LagCapFoc A p 54.79 -1.35 14.9 36.4 ITIGrade n 8.20 -0.04 1.3 -12.5 VicAggFnd n 45.74 -1.75 29.1 10.4
WorldBond 9.79 -0.04 -0.5 -4.8 GwthAdv p 27.13 -1.07 23.0 23.5 UtilA 21.02 -0.47 -5.6 24.2 PtrLGI In 16.13 NA NA NA Transamerica A:
ModDur 8.95 -0.04 1.2 -8.1 LifeCon n 19.74 -0.26 4.6 0.8 SustWld n 24.39 -0.61 13.0 22.2
Hartford HLS Fds IA: Inv Bal p 14.30 -0.23 5.2 10.0 ValueA 46.94 -1.11 0.0 33.6 PtrLV In 17.30 NA NA NA
MortgOppBd 9.28 -0.04 3.1 0.4 AsAlModGr p 11.38 -0.25 6.0 10.8 LifeGro n 38.67 -0.87 8.4 16.4 CorePlus INSTL 8.86 -0.05 1.8 -8.1
Balanced 26.93 -0.52 5.6 21.0 InvCon p 11.56 -0.13 3.0 1.8 MFS Funds Class I: RealEstSecI 24.77 NA NA NA
RealRtnI 9.77 -0.05 0.2 -4.5 Trust for Professional Ma: LifeInc n 14.52 -0.13 2.6 -6.6 Income Fund INST 10.96 -0.08 1.2 -10.1
CapApp 41.77 -1.32 7.9 22.7 InvG&I p 16.92 -0.34 6.5 16.6 SAMBalA p 14.27 NA NA NA
GrowthI 160.08 -5.21 21.1 13.3 ShortT 9.57 0.01 4.5 4.7 PrfTrtStrtBd Ins 18.84 -0.11 1.5 -8.5 LifeMod n 28.93 -0.51 6.5 8.4 IntlFd INSTL 24.11 -0.47 7.3 18.3
DiscEqui 17.18 -0.51 9.6 27.1 InvGrwt p 21.26 -0.52 8.2 24.4 SAMGrA p 16.46 NA NA NA
MCapI 25.56 -0.71 7.4 3.5 ShtAssetInv 9.90 0.01 4.1 4.8 Tweedy Browne Fds: LTIGrade n 7.48 -0.07 -0.8 -26.7 Short-Term INSTL 8.74 -0.01 3.0 2.8
Div&Grwth 21.05 -0.53 4.6 45.4 LgCpGwth p 51.68 -2.19 18.6 19.2 Putnam Funds Class A:
MCapValI 28.64 -0.67 2.0 46.4 StksPLS 10.53 -0.32 14.0 31.2 MATxEx n 9.69 -0.11 0.3 -6.8 Virtus Equity Trust:
MdCpGrw p 32.90 -1.18 7.9 6.8 GblValue n 27.29 -0.65 7.1 31.3
TotRetBd 8.99 -0.06 0.5 -13.2 MIGI 38.53 -1.07 12.1 30.4 TotRetESG 7.32 -0.06 -0.1 -15.5 DynAAGthA 17.12 -0.38 9.5 19.7 MidCpGro pn 20.76 -0.85 10.3 2.1 SmCapSusI 33.00 -0.79 13.5 -0.6
USEquity 19.36 -0.57 14.3 35.9
ResBdI 9.13 -0.05 1.1 -12.2 TotRt 8.27 -0.05 0.5 -13.6 PutLargCap p 29.66 -0.63 6.1 51.7 U MuHY n 10.10 -0.12 1.1 -4.6 VirtusFunds:
I JPMorgan I Class:
RschI 52.88 -1.60 10.0 27.9 TrndsMgdFutStrgy 10.83 NA NA NA GlbHlthCare p 56.99 -0.90 1.8 27.0 MuInt n 13.15 -0.11 0.4 -4.0 CeredexMdCpVlEqI 10.81 -0.26 0.5 32.7
CoreBond 9.89 -0.05 0.3 -12.3 PIMCO Funds A: GrOpp p p 47.72 -1.73 25.6 17.9 UM Funds:
IFP US Equity Fund: ValueI 47.25 -1.13 0.2 34.6 OHLTte n 11.06 -0.14 -0.4 -7.8 VirtusFunds Cl I:
CorePlusBd 6.96 -0.04 0.4 -11.4 StDurInc 10.04 0.00 3.9 5.0
Morgan Stanley Inst: IncomeFd 10.28 -0.06 3.7 1.5 BehavVal 74.91 -2.62 -1.0 91.0 Primcp nr 147.47 -4.15 16.7 39.4 MulSStI 4.38 NA NA NA
IFP US EquityFd 18.74 -0.57 13.4 34.2 EmMktEq I 27.90 -0.60 -0.1 -18.4 SustainLdrsFd p 98.76 -2.87 11.7 19.6
CapGrI 30.61 -2.91 19.7 -43.1 LowDurInc 7.80 -0.02 4.0 4.7 PrmcpCor n 30.42 -0.85 11.9 42.5 Vivaldi Merger:
Invesco Fds Investor: EqInc 21.77 -0.49 -2.2 37.1 Putnam Funds Class Y: V
CapGrP p 27.44 -2.60 19.5 -43.5 RealRtnA 9.77 -0.05 -0.1 -5.6 SelValu nr 27.17 -0.70 8.8 66.3
DivrsDiv n 17.38 -0.39 0.3 35.6 GrAdv r 28.74 -1.14 23.2 24.5 Arbitrage Fund 10.91 0.03 1.9 14.7
GloFranI t 32.53 -0.58 8.1 16.5 TotRetA 8.27 -0.05 0.3 -14.5 GrOpp Y 51.13 -1.84 25.8 18.8 STAR n 25.64 -0.57 7.0 8.9
Invesco Funds A: LgCapVal 18.12 -0.43 2.2 61.3 VALIC: Voya Fds:
MorganStanleyPathway: PIMCO Funds C: PutLargCap 29.66 -0.63 6.3 52.9 STIGrade n 9.94 -0.02 2.1 -3.5
500InxA 45.89 -1.38 13.4 34.4 LgCpGwth 53.14 -2.24 18.8 20.1 IntlEq 7.37 -0.14 7.7 18.8 InmdBdI 8.35 NA NA NA
IncomeFd 10.28 -0.06 3.1 -0.7 StDurInc 10.05 0.00 4.0 5.4 StratgcEq n 32.02 -0.94 4.7 48.6
MdCpGrw 40.94 -1.46 8.1 7.7 CoreFxIcm n 6.62 -0.05 -0.4 -15.4 MidCpIdx 23.12 -0.67 3.6 40.8
ActiveAllA 12.41 -0.26 4.4 11.9 PIMCO Funds I2: StrSmCpEqInv n 32.87 -1.05 3.9 52.8
CapApprA p 56.55 -2.21 19.2 15.1
MdCpVal 33.51 -0.82 -0.5 42.7 LgCapEq n 21.01 -0.63 12.4 28.3 R SciTech 20.83 -0.84 31.6 8.7 WXYZ
TgtRe2020 n 26.62 -0.35 5.0 5.6
MtgBckd 9.75 -0.05 0.3 -9.5 Munder Funds: ComPLUSStrtgyFd 7.12 NA NA NA StckIdx 46.19 -1.39 13.6 35.3
Chart 16.51 -0.52 12.5 26.5 TgtRe2025 n 17.69 -0.29 6.1 8.1 Wasatch:
ShtDurBnd 10.50 -0.01 2.3 -0.9 MndrIntlSmCpInv r 13.58 -0.32 6.1 4.9 Income 10.28 -0.06 3.9 2.4 Royce Funds: ValUltra 11.52 -0.40 28.7 12.4
CmstA 27.29 -0.56 4.1 72.7 TgtRe2030 n 33.51 -0.63 6.8 10.8
SmCap 50.22 -1.51 -0.1 24.2 Mutual Series: IntlBdUSH 9.45 -0.03 3.8 -6.2 PAMut I nr 8.50 -0.20 11.7 45.6 VANGUARD ADMIRAL: CoreGr n 73.09 -2.47 13.0 21.7
DevMktA 37.50 -1.03 5.4 -13.2 TgtRe2035 n 20.81 -0.42 7.5 13.9
USEquity 19.45 -0.58 14.5 36.9 InvstGrCrBd 8.49 NA NA NA Russell Funds S: WCM Focus Funds:
DiscFdA p 74.65 -3.68 4.3 4.5 BeacnZ 15.39 -0.29 7.1 35.5 400MCpIdxInst337.14 -9.67 3.9 42.1 TgtRe2040 n 36.81 -0.81 8.3 17.0
ValAdv 34.72 -0.77 0.0 48.7 LowDurInc 7.80 -0.02 4.3 5.7 WCMFocIntlGrwIns 20.53 -0.65 4.4 3.0
DisMdCpGrA 21.12 -0.83 1.4 1.6 GlbDiscA 29.57 NA NA NA StratBd 8.98 -0.07 -1.3 -15.4 500Adml n 399.95-12.01 13.9 36.4 TgtRe2045 n 24.88 -0.58 9.0 20.3
JPMorgan Inst Class: ShtTm 9.57 0.01 4.4 4.4 Western Asset:
DivIncm p 23.89 -0.46 -0.6 32.9 GlbDiscz 30.36 -0.40 11.7 52.0 TaxExBd 21.35 -0.15 1.2 -2.6 BalAdml n 41.87 -1.09 7.6 12.2 TgtRe2050 n 41.36 -1.01 9.4 20.9
DivrsDiv p 17.38 -0.40 0.2 35.1 ValAdv L 34.78 -0.77 0.1 49.4 QuestZ 13.33 -0.11 2.8 20.6 TotRt 8.24 NA NA NA TgtRe2060 n 42.49 -1.04 9.4 20.9 CoreBondI 10.19 NA NA NA
TxMngUSLgCp 64.12 -1.74 12.9 29.9 CAITAdml n 10.97 -0.09 0.4 -4.2
EqIncA 9.94 -0.14 2.2 30.2 JPMorgan L Class: SharesZ 23.93 -0.37 4.7 36.3 PIMCO Funds Instl: TgtRet2055 n 46.14 -1.13 9.4 20.9 CoreBondIS 10.21 NA NA NA
Rydex Investor Class: CALTAdml n 10.91 -0.13 0.4 -6.1
EqWtdA p 65.21 -1.95 2.1 38.4 Fl EmMktEq L 28.12 -0.60 -0.1 -18.2 ComPLUSStrtgyFd 7.23 NA NA NA CapOpAdml nr 167.60 -4.41 14.7 36.3 TgtRetInc n 12.60 -0.13 3.9 0.6 CorePlusBdA 8.97 NA NA NA
NasdaqInv n 61.94 -2.12 34.1 29.4
GblStrIncmA p 3.02 -0.03 2.6 -7.5 MdCpVal L 34.15 -0.84 -0.4 43.4 N DynamicBd 9.58 -0.02 3.2 -1.1 DivAppIdxAdm n 42.91 -0.84 5.1 31.1 USGro n 49.04 -2.34 25.4 -0.3 CorePlusBdI 8.98 NA NA NA
GlbOppA p 43.48 -1.72 0.4 -25.3 JPMorgan R Class: IncomeFd 10.28 -0.06 4.0 2.7 S EMAdmr n 33.01 -0.48 3.3 0.2 WellsI n 23.92 -0.31 0.3 4.5 CorePlusBdIS 8.97 NA NA NA
GrIncA 20.96 -0.43 3.0 53.6 Natixis Funds: InflRespMulAsset 7.73 NA NA NA Welltn n 39.77 -0.80 5.2 17.1 ManagedMuniA 14.44 NA NA NA
CoreBond 9.91 -0.05 0.4 -11.8 EnergyAd nr 62.80 -1.56 5.5 231.0
HYMuA 8.14 -0.11 -1.3 -5.7 CorePlusBd 6.96 -0.04 0.4 -11.3 InvGradeBdY 9.47 -0.04 0.9 -7.3 Pioneer Funds A: Schwab Funds: EnergyAdml nr 91.28 -1.89 6.8 85.1 Wndsr n 20.99 -0.59 4.4 60.3 SMAShCrPlCp n 5.95 NA NA NA
IntTMIA p 10.08 -0.08 1.0 -3.3 HighYld r 6.21 -0.03 5.7 7.8 LSGrowthY 21.65 -1.00 33.0 25.9 CoreEqA 19.59 -0.71 8.4 29.4 1000 Inv nr 93.28 -2.86 13.6 33.2 EqIncAdml n 82.91 -2.09 0.0 43.6 WndsrII n 40.36 -1.04 9.1 45.6 SmashSerM n 7.37 NA NA NA
InvGloblFdA 87.42 -3.23 17.5 9.7 MtgBckd 9.75 -0.05 0.4 -9.1 Neuberger Berman Fds: DiscGrA 14.65 -0.51 15.4 30.6 CoreEq n 18.83 -0.54 11.8 30.4 EuropeAdml n 73.40 -1.58 8.4 24.0 VANGUARD INDEX FDS: Wm Blair Funds Cl I:
LmtdTrmMunInc p 10.80 -0.06 0.6 -1.1 ShtDurBnd 10.50 -0.01 2.3 -0.7 GenesInst 57.18 -1.68 5.0 23.4 PioFdA 32.66 -1.15 12.1 28.5 FunIntlLgInst nr 10.13 -0.18 11.9 43.2 ExplrAdml n 91.66 -2.93 5.5 21.1 500 399.93-12.02 13.8 36.0 SmMidI r 27.01 -0.85 4.2 8.0
September 25, 2023 BARRON’S 49

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

DJ Half-Hourly Averages Trading Diary


The Dow Jones Averages Dow Jones 30 Industrial (divisor: 0.15172752595384)
Daily
Open (t)
Open (a)
10:00
Sep 18
34643.94
34612.29
34576.59
19
34555.04
34571.84
34548.88
20
34613.43
34575.50
34662.45
21
34318.69
34332.23
34245.82
22
34076.68
34077.08
34068.02
Market Advance/Decline Volumes
Daily
NY Up
NY Off
Sep 18 19 20
282,719 336,673 261,471 94,692 365,939
555,762 539,387 485,356 747,888 493,248
NY Up - Comp. 980,102 1,398,403 1,260,369 377,662 1,462,342
21 22

NY Off - Comp. 2,107,003 2,156,025 1,986,689 3,262,524 1,863,089


10:30 34603.44 34453.66 34682.43 34315.79 34113.12 NYSE Amer UP 5,726 2,407 2,700 1,176 4,634

Industrials 11:00
11:30
34624.10
34661.37
34384.72
34395.58
34676.52
34685.95
34260.06
34248.12
34132.74
34147.56
NYSE Amer Off
NASD Up
4,900 7,938 4,748 6,145 4,038
2,034,532 1,893,043 1,886,378 1,636,146 1,857,746
35910 12:00 34706.84 34368.74 34725.74 34268.96 34090.78 NASD Off 2,778,222 2,493,452 2,847,926 3,295,529 2,374,873
12:30 34700.97 34356.38 34732.20 34247.62 34111.11 NYSE Arca UP 93,434 58,009 89,179 52,359 148,394
Week's NYSE Arca Off 95,123 151,865 154,851 274,782 129,387
Components Change 1:00 34708.24 34351.38 34748.23 34216.79 34118.68
1:30 34693.71 34389.83 34739.69 34305.45 34055.82 % (QCHA) –.02 –.34 –.42 –1.57 –.08
3M -4.02 % (QACH) –.09 –.24 –.92 –1.14 –1.38
2:00 34681.71 34449.93 34673.89 34283.23 34036.77
35230 % (QCHAQ) –.56 –.36 –.46 –1.32 –.38
American Express -10.67 2:30 34663.98 34450.42 34671.26 34210.67 34008.98
Amgen 6.98 3:00 34637.63 34469.52 34626.78 34213.68 34007.27 Market Advance/Decline Totals
Apple -0.22 3:30 34632.47 34492.90 34597.71 34117.95 34112.57 NYSE NYSE
Boeing -10.40 Weekly Comp. NYSE Amer Nasdaq Arca
Close 34624.30 34517.73 34440.88 34070.42 33963.84
Caterpillar -6.09 Total Issues 3,098 348 4,915 2,042
34550 High (t) 34868.29 34739.84 34940.33 34550.88 34295.75 Advances 674 83 1,212 234
Chevron -0.22 Low (t) 34404.34 34230.67 34243.95 33951.95 33832.06 Declines 2,373 255 3,558 1,784
Cisco Systems -2.47 High (a) 34725.06 34597.56 34776.28 34378.30 34156.15 Unchanged 51 10 145 24
Coca-Cola -0.34 Low (a) 34545.35 34311.69 34434.29 34058.72 33947.24 New Highs 120 14 161 53
Disney -4.33 Change +6.06 –106.57 –76.85 –370.46 –106.58 New Lows 303 52 750 156
Dow -3.59 33870 Week ended last Friday compared to previous Friday
Goldman Sachs -14.65 Theoretical (t): High 34940.33 Low 33832.06
Home Depot -15.67 Actual (a): High 34776.28 Low 33947.24 NYSE Composite Daily Breadth
Honeywell International -3.26 Daily Sep 18 19 20 21 22
IBM 0.92 33190 Issues Traded 3,013 2,997 3,008 3,003 2,979
Intel -3.70 Dow Jones 20 Transport (divisor: 0.16343894576034) Advances 1,298 1,206 1,169 462 1,372
Johnson & Johnson -0.95 Declines 1,579 1,669 1,735 2,489 1,513
Open (t) 15326.95 15235.66 15253.34 15172.82 15057.86 Unchanged 136 122 104 52 94
JPMorgan Chase -3.08 Open (a) 15329.33 15232.97 15225.69 15175.27 15061.43 New Highs 40 46 50 14 21
McDonald's -6.01 10:00 15289.56 15218.50 15284.18 15136.57 15120.66
Merck -1.18 32510 New Lows 103 103 68 220 176
10:30 15282.17 15142.01 15286.88 15135.25 15135.70 Blocks - primary 3,869 4,276 3,838 3,939 3,791
Microsoft -13.21 Total (000) - primary 850,916 888,532 759,415 846,041 864,308
11:00 15332.79 15102.41 15287.88 15134.37 15137.92
Nike Cl B -5.41 Total (000) 3,161,234 3,614,882 3,308,451 3,662,345 3,349,572
11:30 15344.62 15091.95 15318.15 15090.92 15132.93
Procter & Gamble -1.89
12:00 15364.53 15061.90 15288.25 15092.92 15067.39 NYSE American Composite
Salesforce -8.18 31830 12:30 15335.46 15077.76 15309.48 15115.44 15032.45 Daily Sep 18 19 20 21 22
Travelers 3.04
1:00 15328.39 15082.23 15319.41 15088.69 15042.73 Issues Traded 325 331 329 320 320
UnitedHealth Group 19.40
1:30 15303.12 15090.04 15301.44 15100.96 15036.99 Advances 144 122 126 81 138
Verizon Communications -0.51
2:00 15295.39 15120.10 15282.59 15128.87 14988.34 Declines 155 189 189 227 171
Visa Cl A -5.99
Walgreens Boots Alliance -1.30 31150 2:30 15277.61 15148.93 15255.81 15147.86 14975.23 Unchanged 26 20 14 12 11
3:00 15279.90 15173.62 15296.33 15134.75 14964.00 New Highs 4 6 3 2 5
Walmart -2.29 April May June July August September New Lows 16 15 15 24 28
3:30 15274.66 15133.76 15208.68 15136.35 15038.15
Blocks - primary 160 138 119 129 134
Close 15253.28 15164.26 15165.17 15058.04 14987.92
Total (000) - primary 11,342 10,781 7,631 7,544 8,834
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

High (t) 15428.76 15302.56 15383.02 15264.91 15221.22 Total (000) 202,261 175,893 149,464 122,939 122,444
Transportation Low (t)
High (a)
15186.44 15014.23 15137.52 14987.71
15371.40 15280.83 15326.53 15196.37
14922.67
15167.88 Nasdaq
16855 Low (a) 15250.01 15052.81 15164.90 15048.25 14958.55 Daily Sep 18 19 20 21 22
Week's Change –86.15 –89.02 +.91 –107.13 –70.12 Issues Traded 4,538 4,509 4,545 4,478 4,480
Components Change Advances 1,582 1,731 1,495 1,136 1,865
16460 Theoretical (t): High 15428.76 Low 14922.67 Declines 2,747 2,537 2,839 3,178 2,421
Alaska Air Group -1.97 Actual (a): High 15371.40 Low 14958.55 Unchanged 209 241 211 164 194
American Airlines Group -0.41 New Highs 59 44 51 27 31
Avis Budget Group -16.53
16065 New Lows 271 295 262 443 359
CH Robinson Worldwide -4.61 Dow Jones 15 Utilities (divisor: 1.19780346554510) Blocks - primary 43,942 36,670 44,819 42,215 33,569
CSX 0.35 15670 Total (000) 4,855,887 4,453,464 4,782,447 5,014,892 4,302,709
Open (t) 893.23 890.17 889.91 884.94 871.27
Delta Air Lines -2.23 NYSE Arca Composite
Open (a) 892.73 889.80 888.84 885.35 871.88
Expeditors Intl of Wash -4.53 Daily Sep 18 19 20 21 22
15275 10:00 885.74 889.00 885.53 878.31 869.84
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

FedEx 7.01 Issues Traded 1,779 1,777 1,772 1,790 1,781


10:30 889.59 887.73 888.03 882.69 871.16
JB Hunt Transport -4.87 Advances 818 462 398 185 838
11:00 892.94 890.33 891.27 880.72 873.29
JetBlue Airways -0.45 14880 Declines 930 1,294 1,347 1,599 914
Kirby Corp -1.63 11:30 890.82 888.51 893.77 882.41 872.04
Unchanged 31 21 27 6 29
Landstar System -4.98 12:00 892.68 887.71 893.03 882.39 875.27 New Highs 19 26 16 3 7
Matson 1.14 14485 12:30 892.14 887.16 891.90 885.02 873.55 New Lows 18 36 46 112 61
Norfolk Southern -1.53 1:00 892.06 887.73 894.36 886.06 875.89 Blocks - primary 939 1,022 1,232 1,489 1,343
Old Dominion Freight Line -8.94 1:30 892.79 887.96 895.47 882.04 875.07 Total (000) - primary 197,269 211,427 246,365 327,230 281,490
14090 2:00 893.00 888.23 893.92 882.75 873.78 Total (000) 1,070,187 1,146,818 1,292,265 1,715,458 1,502,197
Ryder System 1.79
Southwest Airlines -1.64 2:30 891.41 888.90 889.77 881.83 875.35
13695 3:00 890.47 889.88 889.70 881.27 872.46
Union Pacific
United Airlines
-4.08
-2.63 3:30
Close
889.60
890.71 885.42
887.75 887.57
886.72
880.66
874.36
876.83
871.27
Other Market Indexes
United Parcel Service B -6.71 Daily 9/18 9/19 9/20 9/21 9/22
13300 High (t) 895.41 893.64 896.73 889.16 878.09
April May June July August September Low (t) 884.44 883.33 882.16 872.93 866.07 NYSE Amer Comp4523.49 4488.69 4472.57 4424.79 4459.95
High (a) 893.55 892.74 896.30 886.38 876.94 AmMajorMkt 3182.59 3174.91 3157.85 3118.92 3103.54

Utilities Low (a)


Change
885.06
–1.42
885.18
–5.29
883.78
+1.30
874.22
–12.36
867.62
–3.09
BNY ADR Idx
Europe
156.66 157.05 156.38
151.91 152.45 152.90
153.87
150.72
154.46
150.65
990 Latin Am 202.61 201.87 202.58 196.82 196.99
Theoretical (t): High 896.73 Low 866.07 Asia 180.89 181.24 178.25 175.25 177.18
Week's
Change Actual (a): High 896.30 Low 867.62 Emerg M 290.22 288.16 285.04 279.15 282.30
Components
DJ US TSM Float44362.13 44256.60 43854.44 43113.81 43019.57
AES -1.28 Nasdaq Cmp 13710.24 13678.19 13469.13 13223.98 13211.81
American Elec Power -0.87 960 100 Index 15225.37 15191.23 14969.92 14694.24 14701.10
Dow Jones 65 Composite (divisor: 0.76514789702961)
American Water Works -6.65 Indus. 9044.12 8995.90 8906.25 8685.78 8616.12
Open (t) 11542.04 11500.13 11515.08 11431.65 11337.70 Insur. 12201.39 12318.25 12326.05 12148.71 12155.78
Atmos Energy -4.16
Open (a) 11535.40 11502.31 11499.97 11435.50 11339.52 Banks 3089.46 3078.01 3061.40 3027.95 3010.70
Consolidated Edison -0.66
10:00 11507.95 11485.20 11530.08 11391.90 11345.38 Computer 11545.88 11532.36 11293.63 11120.69 11157.77
Dominion Energy -0.72
Duke Energy -1.85 930 10:30 11527.03 11456.13 11541.53 11417.26 11364.91 Telecom 424.43 424.62 422.39 415.56 414.35
11:00 11543.90 11436.83 11540.83 11398.80 11372.18 NYSE Comp.-z 15952.52 15929.01 15859.62 15601.60 15569.51
Edison International -3.49
11:30 11547.68 11435.91 11546.31 11400.05 11368.40 Financial-z 9073.02 9071.05 8998.01 8857.49 8806.00
Exelon -1.44 Health Care-z23520.23 23529.36 23586.46 23319.40 23268.87
FirstEnergy -0.86 12:00 11558.06 11427.55 11553.28 11403.56 11344.31
Energy-z 14015.40 13971.38 13876.26 13680.47 13715.48
NextEra Energy -0.94 12:30 11552.26 11422.57 11558.41 11402.14 11344.61
900 1:00 11551.67 11424.66 11562.71 11393.88 11348.07
Russell 1000 2439.46 2433.82 2411.79 2370.86 2365.71
Public Svc Enterprise -0.83 2000 1834.30 1826.53 1810.10 1781.83 1776.50
Sempra -1.28 1:30 11546.12 11434.64 11559.70 11417.44 11328.49 3000 2553.02 2546.85 2523.81 2481.15 2475.66
Southern -1.72 2:00 11538.16 11458.27 11539.19 11416.66 11325.34 Value-v 1551.66 1547.58 1541.37 1518.38 1512.31
Xcel Energy 1.76 2:30 11532.18 11457.55 11528.02 11398.34 11310.29 Growth-v 2782.09 2776.43 2738.88 2687.32 2685.91
870 3:00 11519.94 11459.54 11511.76 11395.31 11308.93 MidCap 2856.16 2848.61 2835.25 2780.67 2774.35
3:30 11521.93 11465.98 11501.79 11363.07 11346.58 S&P 100 Index 2092.20 2088.07 2063.08 2030.48 2024.87
Close 11518.47 11470.04 11457.04 11341.34 11300.39 500 4453.53 4443.95 4402.20 4330.00 4320.06
High (t) 11611.70 11556.50 11618.28 11503.97 11426.73 Ind. 6374.91 6361.56 6293.54 6191.30 6183.30
Low (t) 11450.75 11377.80 11404.94 11300.58 11252.18 MidCap 2564.30 2558.64 2545.22 2498.86 2495.51
840 High (a) 11563.43 11513.38 11567.86 11438.70 11374.21 SmallCap 1179.58 1176.48 1167.02 1149.96 1146.45
April May June July August September Low (a) 11500.90 11414.27 11455.63 11338.60 11292.91 Value Line(A) 9200.69 9178.46 9134.09 8985.69 8956.04
Value Line(G) 554.69 553.29 550.55 541.51 539.67
Note: Theoretical highs and lows are shown. A red chart indicates a lower price than the starting period. Green means it's higher than the starting period. Change –19.43 –48.43 –13.00 –115.70 –40.95
DJ US Small TSM12653.39 12606.94 12505.92 12293.46 12254.17
Theoretical (t): High 11618.28 Low 11252.18 (A)-Arithmetic Index. (G)-Geometric Index.
Actual (a): High 11567.86 Low 11292.91 (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec. 31,2002=5000.
50 BARRON’S September 25, 2023

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

The Week In Stocks For the Major Indexes


12-Month Weekly Friday Weekly 12-Month Change From
Indexes’ P/Es & Yields
DJ latest 52-week earnings and dividends adjusted by Dow Divisors
Stock Volume
at Friday's close. S&P Dec. 4-quarter's GAAP earnings as reported Last Week Prev. Week Year Ago YOY % Chg
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/30 % Chg. and indicated dividends based on Friday close.S&P 500 P/E ratios
based on GAAP earnings as reported. For additional earnings NYSE(a) 4,209,212 6,753,882 4,687,354 -10.20
Dow Jones Indexes series, please refer to www.spglobal.com. DJ latest available book 30 Dow Inds (b) 1,442,108 1,813,239 1,696,935 -15.02
35630.68 28725.51 30 Indus 34624.30 33963.84 33963.84 –654.40 –1.89 4373.43 14.78 816.59 2.46 values for FY 2022 and 2021, and S&P latest for 2022 and 2021. r- 20 Dow Trans (b) 440,354 587,729 623,533 -29.38
16695.32 11999.40 20 Transp 15253.28 14987.92 14987.92 –351.51 –2.29 2858.62 23.57 1596.01 11.92 Revised data 15 Dow Utils (b) 258,562 323,324 207,315 24.72
1002.11 838.99 15 Utilities 890.71 871.27 871.27 –20.86 –2.34 –107.25 –10.96 –96.13 –9.94 65 Dow Stks (b) 2,141,024 2,724,292 2,527,782 -15.30
NYSE American (a) 46,132 110,012 70,890 -34.92
12083.25 9679.49 65 Comp 11518.47 11300.39 11300.39 –237.51 –2.06 1286.34 12.85 337.56 3.08 Last Week Prev. Week Last Year Nasdaq(d) 23,409,399 26,785,913 22,718,617 3.04
Dow Jones Indexes
45969.67 36056.21 US TSM Float 43019.57 43019.57 43019.57 –1346.20 –3.03 5944.52 16.03 4498.97 11.68 DJ Ind Avg 33963.84 34618.24 29590.41 NYSE 15 Most Active
1122.26 876.95 US Market 1053.27 1053.27 1053.27 –32.51 –2.99 150.00 16.61 115.44 12.31 P/E Ratio 23.96 24.42 17.58 Average Price 19.05 29.24 12.41 53.51
Earns Yield % 4.17 4.10 5.69 % Tot Vol 13.66 12.71 14.71 -7.14
796.15 528.30 Internet 724.35 724.35 724.35 –37.72 –4.95 148.81 25.86 163.62 29.18 Stock Offerings $(z,v) 1,887,700 r12,799,600 399,500 372.52
New York Stock Exchange Earns $ 1417.67 1417.67 1683.15
Divs Yield % 2.13 2.09 2.28
16427.29 13472.18 Comp-z 15952.52 15569.51 15569.51 –404.17 –2.53 1772.52 12.85 385.20 2.54 Daily Stock Volume 9/18 9/19 9/20 9/21 9/22
Divs $ 722.73 722.73 673.85
9504.73 7655.99 Financial-z 9073.02 8806.00 8806.00 –286.43 –3.15 799.75 9.99 137.22 1.58 NYSE(a) 850,916 888,532 759,415 846,041 864,308
Mkt to Book 4.43 4.52 3.98
24046.70 20936.55 Health Care-z 23586.46 23268.87 23268.87 –322.63 –1.37 2035.81 9.59 –170.97 –0.73 30 Inds (b) 257,311.4 287,529.8 291,658.7 334,333.9 271,273.9
Book Value $ 7664.40 7664.40 7439.45 20 Trans (b) 91,200.6 89,117.6 82,361.3 92,508.9 85,165.2
14130.20 10534.69 Energy-z 14015.40 13680.47 13715.48 –256.13 –1.83 2903.76 26.86 663.59 5.08
DJ Trans Avg 14987.92 15339.43 12129.30 15 Utils (b) 45,813.6 54,934.1 49,518.9 54,426.3 53,869.5
NYSE American Stock Exchange
P/E Ratio 13.23 13.61 10.86 65 Stks (b) 394,325.6 431,581.6 423,539.0 481,269.1 410,308.6
4688.00 3791.97 NYSE Amer Comp 4523.49 4424.79 4459.95 –74.32 –1.64 540.43 13.79 324.62 7.85 Earns Yield % 7.56 7.35 9.21 NYSE Amer(a) 11,342 10,781 7,631 7,544 8,834
3272.54 2510.61 Major Mkt 3182.59 3103.54 3103.54 -81.14 –2.55 507.94 19.57 165.51 5.63 Earns $ 1132.72 1127.21 1116.93 Nasd(d) 4,855,887 4,453,464 4,782,447 5,014,892 4,302,709
Standard & Poor's Indexes Divs Yield % 1.43 1.39 1.52 NYSE 15 Most Active
2142.10 1615.09 100 Index 2092.20 2024.87 2024.87 –65.39 –3.13 343.35 20.42 315.70 18.47 Divs $ 213.84 213.84 184.86 Avg. Price 15.61 20.95 19.28 17.84 23.82
4588.96 3577.03 500 Index 4453.53 4320.06 4320.06 –130.26 –2.93 626.83 16.97 480.56 12.52 Mkt to Book 4.26 4.36 3.77 % Tot Vol 12.18 18.39 15.50 12.45 13.46
6567.80 4996.32 Indus 6374.91 6183.30 6183.30 –186.54 –2.93 1047.84 20.40 870.99 16.40 Book Value $ 3514.52 3514.52 3214.72 Numbers in thousands save price and percentages. (a) Primary volume. (b) Composite volume. (d) as of 4:10 pm.
2728.44 2203.53 MidCap 2564.30 2495.51 2495.51 –71.82 –2.80 256.22 11.44 65.13 2.68 DJ Utility Avg 871.27 892.13 978.52 (r) Revised. (v) W/E Thursday. (z) Source: Refinitiv.
1315.82 1064.45 SmallCap 1179.58 1146.45 1146.45 –39.95 –3.37 65.53 6.06 –11.08 –0.96 P/E Ratio 20.73 21.23 27.22
Nasdaq Stock Market Earns Yield % 4.82 4.71 3.67
14358.02 10213.29 Comp 13710.24 13211.81 13211.81 –496.53 –3.62 2343.88 21.57 2745.33 26.23 Earns $ 42.03 42.03 35.94
15841.35 10679.34
9649.15 7178.71
100 Index
Indus
15225.37
9044.12
14694.24
8616.12
14701.10
8616.12
–501.30
–491.11
–3.30
–5.39
3389.86
370.54
29.97
4.49
3761.34
1268.45
34.38
17.26
Divs Yield %
Divs $
3.52
30.64
3.43
30.64
2.98
29.20
NYSE Half Hour Volume
12643.69 9875.18 Insur 12326.05 12148.71 12155.78 71.31 0.59 2169.76 21.73 513.89 4.41 Mkt to Book 1.93 1.98 2.25 Daily 9/18 9/19 9/20 9/21 9/22
4402.30 2658.90 Banks 3089.46 3010.70 3010.70 –124.06 –3.96 –1087.40 –26.53 –1034.25 –25.57 Book Value $ 450.45 450.45 435.47
12125.02 7416.59 Computer 11545.88 11120.69 11157.77 –326.81 –2.85 3019.60 37.10 3350.81 42.92 S&P 500 Index 4320.06 4450.32 3693.23 9:30-10:00 82,659 76,259 71,979 93,537 77,420
427.98 329.24 Telecom 424.62 414.35 414.35 –9.01 –2.13 72.18 21.09 42.90 11.55 P/E Ratio 24.66 25.41 18.66 10:00-10:30 33,228 33,193 28,924 39,428 31,762
Russell Indexes Earns Yield % 4.05 3.94 5.36 10:30-11:00 29,260 31,181 26,634 32,769 28,591
2518.42 1969.25 1000 2439.46 2365.71 2365.71 –72.93 –2.99 337.90 16.66 259.81 12.34 Earns $ 175.17 175.17 197.91
11:00-11:30 23,564 26,929 23,377 26,983 27,638
2003.18 1655.88 2000 1834.30 1776.50 1776.50 –70.53 –3.82 96.91 5.77 15.26 0.87 Divs Yield % 1.66 1.60 1.82
Divs $ 71.71 71.21 67.22 11:30-12:00 21,934 25,119 20,850 25,205 23,415
2643.69 2076.07 3000 2553.02 2475.66 2475.66 –77.48 –3.03 341.99 16.03 258.51 11.66
1610.07 1339.62 Value-v 1551.66 1512.31 1512.31 –39.99 –2.58 136.65 9.93 15.19 1.01 Mkt to Book 4.22 4.34 3.66 12:00-12:30 19,439 22,509 17,966 21,937 18,850
2871.55 2082.30 Growth-v 2782.09 2685.91 2685.91 –93.39 –3.36 506.02 23.21 527.72 24.45 Book Value $ 1024.56 1024.56 1008.02 12:30-1:00 17,022 21,564 20,708 21,470 19,298
3033.30 2481.47 MidCap 2856.16 2774.35 2774.35 –88.28 –3.08 241.54 9.54 73.67 2.73 S&P Ind Index 6183.30 6369.84 5135.46
1:00-1:30 18,616 20,912 19,587 23,072 21,157
Others P/E Ratio 26.73 27.53 20.90
Earns Yield % 3.74 3.63 4.79 1:30-2:00 17,009 21,384 20,949 19,373 21,785
9818.83 7679.59 Value Line-a 9200.69 8956.04 8956.04 –275.33 –2.98 1127.73 14.41 426.01 4.99
Earns $ 231.34 231.34 245.77 2:00-2:30 18,479 21,488 27,642 23,148 23,621
606.49 491.56 Value Line-g 554.69 539.67 539.67 –16.97 –3.05 38.06 7.59 3.32 0.62
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

13782.03 11195.10 DJ US Small TSM 12254.17 12254.17 12254.17 –471.73 –3.71 879.40 7.73 203.06 1.68 Divs Yield % 1.43 1.39 1.63 2:30-3:00 21,548 26,647 32,625 24,764 22,028
977.76 760.10 Barron's Future Focus 917.69 887.92 887.92 –33.36 –3.62 112.42 14.50 75.76 9.33 Divs $ 88.42 88.54 83.71 3:00-3:30 27,946 28,080 35,132 34,461 32,005
Mkt to Book 5.64 5.81 4.93
1036.97 825.73 Barron's 400 977.86 954.29 954.29 –25.31 –2.58 115.73 13.80 33.90 3.68 3:30-4:00 520,211 533,268 413,041 459,896 516,738
Book Value $ 1095.83 1095.83 1042.07
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

Selected IPOs
U.S. Dollar Index vs Euro and Yen Per Share Values of Stocks Ticker Initial Offer Price IPO Date Recent Price %Chg

Higher, Longer: The Federal Reserve vowed to keep rates high until it licks inflation. But the Bank of Turbo Energy TURB 5.00 9/22 5.01 0.2%
Japan decided to maintain its sub-zero effective rate. That weakened the yen. Measuring the dollar against In the Dow Jones Averages Klaviyo KVYO 30.00 9/20 33.39 11.3%
a basket of six currencies, the ICE U.S. Dollar Index increased by 0.3% on the week. This is a list of the Dow Jones trailing 52-week diluted share Davis Commodities DTCK 4.00 9/19 5.05 26.3%
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

earnings, dividends and book values as reported by the company. Maplebear CART 30.00 9/19 30.00 0.0%
15 Bolded numbers indicate new values. Sources Barron's Stats and
FactSet.
s Industrial Stocks

EURO in $
10
Book Book
Investor Sentiment Readings New Listings
s Earns Divs. Value Earns Divs. Value
NYSE
5 Am Exp 9.83 2.24 33.26 Johnson&John 5.78 4.64 29.39 High bullish readings in the Consensus stock index or in the Market
YEN in $ Amgen 14.83 8.33 6.86 JPMorgChase 15.54 4.00 90.29
Vane stock index usually are signs of Market tops; low ones, market Klaviyo (KVYO)
bottoms.
Apple 5.95 0.94 3.18 McDonalds 10.87 6.08 (8.06) Nasdaq
0 Boeing (7.49) Nil (26.58) Merck Co 1.27 2.92 18.12
Last Week 2 Weeks Ago 3 Weeks Ago

Caterpillar 16.07 4.90 30.73 Microsoft 9.69 2.72 27.75 Consensus Index American Battery Tech (ABAT)
Chevron Corp 15.77 5.95 83.17 Nike Inc 3.23 1.36 9.14 Davis Commodities (DTCK)
-5 Cisco Sys 3.07 1.54 9.68 Proc Gam 5.27 3.708 19.46 FitLife Brands (FTLF)
Consensus Bullish Sentiment 60% 61% 61%
Coca Cola 2.43 1.82 5.57 3M Co (2.84) 5.98 26.80 Maplebear (CART)
s Disney Walt 1.23 Nil 52.09 Salesforce.com 1.49 0.00 57.84 AAII Index
-10 Dow 2.42 2.80 29.39 Travelers Cos 9.39 3.86 92.89
MDB Capital (MDBH)
DXY (105.58) Goldman Sachs 23.44 10.25 317.90 UnitedHealthGrp 22.35 7.06 83.27 Bullish 31.3% 34.4% 42.2%
SR Bancorp (SRBK)
Turbo Energy (TURB)
-15 Home Depot 16.01 8.17 1.54 Verizon 5.00 2.61 21.70
Bearish 34.6 29.2 29.6
Honeywell 8.80 4.12 24.99 Visa 7.94 1.80 16.08
O N D J F M A M J J A S IBM
Intel
7.34
(0.22)
6.62 24.22
0.98 24.52
Walgreens
Wal-mart
(3.84)
5.20
1.98 29.23
2.27 28.48
Neutral 34.1 36.4 28.2 Trading
Source: Tullett Prebon
Transportation Stocks
Market Vane
Suspended
Bullish Consensus 55% 55% 56% NYSE
AlaskaAirGroup 1.23 Nil 29.92 Kirby Corp 2.90 Nil 50.79 Lightning eMotors (ZEV)
TIM Group Market Sentiment
Coming U.S. Auctions 144 Filings AmericanAirlines 3.73
AvisBudgetGrp 50.50
Nil (8.91)
Nil (18.03)
Landstar Sys 9.38
Matson Inc 12.19
1.23 24.70
1.25 63.28 Indicator 43.6% 48.7% 42.2%
Nasdaq
DIRTT Environmental (DRTT)
C.H. Robinson 4.35 2.44 11.64 Norf Southern 11.12 5.29 55.83 Paratek Pharma (PRTK)
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to Sources: Consensus Inc.; American Association of Radius Global Infra (RADI)
Yields (%) CSX Corp 1.98 0.42 6.11 Old Dominion 11.51 1.50 33.14
sell shares. Shares Indicated: the number to be sold. Sales Date: the approximate date of the sale.
(Sometimes shares aren't sold, even though their owner has filed a Form144.) Source: Thomson Delta Air Lines 4.64 0.10 10.26 Ryder Sys 9.55 2.57 63.45 Individual Investors; Market Vane; TIM Group
Monday

$69.0 bil 3-month


When Issued*

5.479
Last Auction

5.315
Reuters Expeditors Int'l 6.67
FedEx 16.40
1.36 20.15
4.82 103.86
Southwest Air 0.88
Un Pacific 10.96
0.72 17.99
5.20 19.86
Name
Changes
Shares Sale Hunt (JB) 7.47 1.66 35.34 UPS 11.53 6.38 23.04
$62.0 bil 6-month 5.531 5.300 Company Sym Indicated $ Value Date Seller Title

Tuesday Immunogen IMGN 547,888 8,766,208 9/19/23 Berkenblit, Anna O


JetBlue Air 0.08 Nil 10.90 United Airlines 8.06 Nil 21.09
Arms Index NYSE
American Equity Investment Life AEL 395,661 21,353,824 9/15/23 Bhalla, Anant O Utility Stocks The Arms index, also known as the short term trading index, Greenfire Resources (GFR),
$48.0 bil 2-year 5.110 5.024 is a number derived by dividing one quotient into another formerly M3-Brigade
Applovin APP 378,514 15,447,156 9/13/23 Vivas, Eduardo D quotient. The numerator in the index is the number of Acquisition III (MBSC)
AES Corp. (0.08) 0.6557 2.39 Exelon 2.12 1.4175 24.89 advancing stocks divided by the number of declining stocks.
Wednesday Fluence Energy FLNC 371,772 9,457,880 9/15/23 Couch, Carolee O As of 3/14/11, the denominator in the index is now the NYSE American
Am Elec 3.86 3.32 46.50 FirstEnergy 0.65 1.56 17.77 composite volume of advancing stocks divided by the
Trade Desk TTD 300,000 25,611,000 9/14/23 Green, Jeffrey CEO NFT (MI), formerly Takung Art
$49.0 bil 5-year 4.566 4.400 AmericanWaterWorks 4.79 2.725 42.30 NextEra Energy 3.78 1.8275 19.74 composite volume of declining stocks. (TKAT)
Toast TOST 248,509 5,072,063 9/18/23 Narang, Aman OD Atmos Energy 5.84 2.96 66.85 Xcel Energy 3.15 2.0475 30.34 9/18 9/19 9/20 9/21 9/22 Nasdaq
Thursday Immunogen IMGN 192,013 2,965,492 9/15/23 Wingrove, Theresa O Con Ed 6.97 3.22 58.27 Pub Sv Ent 5.56 2.25 27.62
DominionEnergy 2.70 2.67 31.26 Sempra Energy 7.90 4.67 83.43
American Oncology Network
Vita Coco COCO 165,000 5,251,950 9/14/23 Burth, Jonathan O NYSE 1.77 1.11 1.06 1.60 1.16 (AONC), formerly Digital
$37.0 bil 7-year 4.529 4.212 Duke Energy 1.79 4.04 61.51 Southn Co. 2.77 2.76 27.67 Transformation Opp (DTOC)
Marathon Oil MRO 159,722 4,369,555 9/15/23 Tillman, Lee OD NYSE American .70 1.44 .75 1.38 .42
Edison Int'l 2.49 2.9126 35.70 Cheche Group (CCG), formerly
* As of Friday afternoon. American Equity Investment Life AEL 150,884 8,143,209 9/15/23 Hamalainen, James O Nasdaq .79 .90 .80 .72 .98 Prime Impact Acqui (PIAI)
September 25, 2023 BARRON’S 51

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

Dow Jones U.S. Total Market Industry Groups CBOE Put / Call Ratio Foreign Exchange
Foreign
Currency
Foreign
Currency
U.S. $ in
Foreign
U.S. $ in
Foreign

Net Change % Change and Ranking 52 Week


vs. S&P 100 Country
in U.S.$
Fri.
in U.S.$
Last Fri.
Currency
Fri.
Currency
Last Fri.
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Readings in the CBOE equity put-call ratio of 60:100 and in the Argentina (Peso)-y .0029 .0029 350.1369 349.8650
S&P 100 of 125:100 are considered bullish, for instance. Bearish Australia (Dollar) .6444 .6435 1.5518 1.5540
Reinsurance DJUSIU 470.19 + 9.34 81.10 +2.03 [1] +38.44 [6] +20.84 [17] +20.47 472.30 331.09 signals flash when the equity put-call level reaches the vicinity of Bahrain (Dinar) 2.6532 2.6525 .3769 .3770
Health Care Providers DJUSHP 3038.91 + 60.32 –258.54 +2.03 [2] –3.92 [113] –7.84 [117] +12.69 3,421.91 2,863.86 30:100 and the index ratio hits 75:100. Brazil (Real) .2026 .2055 4.9360 4.8665
Property & Casualty DJUSIP 1314.10 + 16.51 53.62 +1.27 [3] +17.13 [44] +4.25 [65] +18.49 1,323.01 1,077.90 Bulgaria (Lev) .5443 .5450 1.8371 1.8347
Drug Retailers DJUSRD 825.20 + 9.05 –62.02 +1.11 [4] +6.91 [79] –6.99 [115] +8.46 951.29 744.45 S&P 100 CBOE Canada (Dollar) .7417 .7390 1.3483 1.3532
Nonlife Insurance DJUSIX 994.51 + 9.50 105.75 +.96 [5] +26.99 [22] +11.90 [35] +19.43 1,003.27 758.54 Chile (Peso) .001118 .001130 894.20 884.57
China (Renminbi) .1370 .1375 7.2980 7.2749
Fixed Line Telecom DJUSFC 89.85 + .69 –19.33 +.77 [6] –6.90 [117] –17.70 [134] –11.66 121.21 78.61 13.25 1.65 Colombia (Peso) .0002515 .0002545 3976.50 3929.50
Brewers DJUSDB 677.47 + 4.88 120.82 +.73 [7] +26.11 [26] +21.71 [16] +2.34 727.32 519.86 Czech. Rep. (Koruna) …… .. …… .. …… .. …… ..
Insurance DJUSIR 1014.13 + 5.71 92.41 +.57 [8] +24.23 [29] +10.03 [46] +19.52 1,024.94 788.41 Commercial rate .04363 .04341 22.922 23.039
Gold Mining DJUSPM 96.37 + .50 –12.79 +.52 [9] –.28 [102] –11.72 [128] –12.23 127.39 86.97 Denmark (Krone) .1428 .1429 7.0021 6.9974
Insurance Brokers DJUSIB 655.59 + 3.04 67.79 +.47 [10] +22.73 [30] +11.53 [36] +16.24 663.62 521.90 10.65 1.40 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Full Line Insurance DJUSIF 59.51 + .27 –1.86 +.46 [11] +16.88 [45] –3.02 [97] +29.39 63.05 47.54 Egypt (Pound)-y .0324 .0323 30.8956 30.9532
Computer Services DJUSDV 189.02 + .28 9.81 +.15 [12] +12.19 [59] +5.47 [59] +5.23 192.81 158.68 Hong Kong (Dollar) .1279 .1278 7.8208 7.8274
Health Care Equip & Svcs DJUSMC 2155.23 – 5.94 –117.02 –.28 [13] +.84 [98] –5.15 [108] +6.26 2,356.63 2,067.68 Hungary (Forint) .002734 .002780 365.75 359.76
Food & Drug Retailers DJUSDR 1074.43 – 4.25 104.38 –.39 [14] +8.71 [72] +10.76 [43] +14.41 1,121.72 931.85
8.05 1.15 Iceland (Krona) .007328 .007346 136.46 136.12
India (Rupee) .01203 .01203 83.117 83.100
Tobacco DJUSTB 686.44 – 2.74 –40.16 –.40 [15] –.41 [103] –5.53 [111] +5.84 756.29 611.73
Indonesia (Rupiah) .0000651 .0000651 15358 15366
Mining DJUSMG 87.66 – .40 –12.33 –.45 [16] –3.16 [110] –12.33 [129] –12.81 117.09 81.56 Israel (Shekel) .2626 .2626 3.8077 3.8081
Railroads DJUSRR 2951.75 – 18.12 –92.60 –.61 [17] –.98 [105] –3.04 [98] +3.22 3,302.65 2,672.25 5.45 0.90 Japan (Yen) .006742 .006764 148.31 147.85
Computer Hardware DJUSCR 8647.77 – 57.24 2,145.61 –.66 [18] +13.66 [53] +33.00 [11] +16.68 9,707.29 6,275.02 Kazakhstan (Tenge) .002112 .002136 473.55 468.11
Food Producers DJUSFO 447.91 – 3.33 –41.98 –.74 [19] –1.57 [106] –8.57 [119] +5.35 509.88 430.00 Kuwait (Dinar) 3.2367 3.2360 .3090 .3090
Food Products DJUSFP 619.28 – 5.08 –58.55 –.81 [20] –1.65 [107] –8.64 [120] +5.32 705.49 594.96 Macau (Pataca) .1241 .1240 8.0594 8.0670
2.85 0.65 Malaysia (Ringgit)-b .2133 .2135 4.6875 4.6840
Net Change % Change and Ranking 52 Week Mexico (Peso) …… .. …… .. …… .. …… ..
Floating rate .0581 .0585 17.2132 17.0799
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
New Zealand (Dollar) .5962 .5898 1.6773 1.6955
Semiconductor DJUSSC 9074.90 – 470.52 3,232.95 –4.93 [128] +58.34 [1] +55.34 [4] +21.44 10,405.81 4,942.75 0.25 0.40 Norway (Krone) .0930 .0930 10.7510 10.7474
Home Construction DJUSHB 1765.84 – 52.41 432.47 –2.88 [79] +55.92 [2] +32.43 [12] +14.80 2,035.71 1,069.89 Oman (Rial) 2.5977 2.5974 .3850 .3850
SO N D J F M A M J J A S Pakistan (Rupee) .00341 .00337 292.950 296.915
Oil Equipment & Svcs DJUSOI 330.13 – 10.53 33.70 –3.09 [86] +54.66 [3] +11.37 [39] +44.20 347.74 189.69
Source: CBOE Philippines (Peso) .01760 .01758 56.822 56.870
Internet DJUSNS 3122.27 – 133.06 1,186.86 –4.09 [110] +44.34 [4] +61.32 [3] +11.20 3,304.23 1,749.51 Poland (Zloty) .2313 .2295 4.3232 4.3572
Travel & Tourism DJUSTT 801.22 – 45.03 278.41 –5.32 [129] +40.65 [5] +53.25 [5] +11.05 862.55 507.01 Qatar (Rial) .2746 .2743 3.6420 3.6460
Reinsurance DJUSIU 470.19 + 9.34 81.10 +2.03 [1] +38.44 [6] +20.84 [17] +20.47 472.30 331.09 Russia (Ruble)-a .01038 .01033 96.300 96.800
Software & Computer Svcs
Diversified Industrials
DJUSSV
DJUSID
4801.22
600.49
– 174.04
– 11.38
1,391.41
74.23
–3.50
–1.86
[97]
[51]
+35.67
+35.54
[7]
[8]
+40.81
+14.11
[8]
[31]
+10.05
+12.58
5,094.29
632.24
3,136.88
424.68 Coming Earnings Saudi Arabia (Riyal)
Singapore (Dollar)
South Africa (Rand)
.2666
.7325
.0533
.2666
.7336
3.7511
1.3651
3.7508
1.3632
.0528 18.7524 18.9416
Steel DJUSST 527.14 – 6.27 53.96 –1.17 [25] +35.05 [9] +11.40 [38] +40.57 632.49 365.47
Recreational Svcs DJUSRQ 85.70 – 3.87 25.02 –4.33 [116] +34.61 [10] +41.24 [7] +8.91 104.64 54.07 Consensus Estimate Year ago South Korea (Won) .0007487 .0007522 1335.56 1329.41
Trucking DJUSTK 1619.75 – 49.62 335.99 –2.97 [83] +33.49 [11] +26.17 [14] +14.65 1,773.33 1,181.15 Sri Lanka (Rupee) .0031 .0031 324.2100 323.2100
Sweden (Krona) .0899 .0894 11.1286 11.1849
Software DJUSSW 5249.70 – 182.75 1,337.65 –3.36 [94] +33.24 [12] +34.19 [10] +9.84 5,787.92 3,619.64 M Switzerland (Franc) 1.1025 1.1141 .9070 .8976
Nonferrous Metals DJUSNF 498.02 – 42.00 –10.30 –7.78 [136] +32.49 [13] –2.03 [92] +33.49 623.90 354.49 Taiwan (Dollar) .03110 .03136 32.153 31.892
Publishing DJUSPB 574.94 – 8.28 84.51 –1.42 [34] +32.17 [14] +17.23 [24] +9.22 613.72 411.89 Thor Industries (Q4) $0.95 $5.15
Thailand (Baht) .02777 .02800 36.010 35.710
Commercial Vehicles DJUSHR 3798.30 – 140.83 159.91 –3.58 [100] +31.36 [15] +4.40 [64] +19.14 4,154.35 2,741.88 Turkey (New Lira)-d .0368 .0371 27.1666 26.9736
Technology Hardware & Equip DJUSTQ 4419.35 – 131.15 1,275.34 –2.88 [81] +31.28 [16] +40.56 [9] +18.38 4,968.27 2,996.31 T Ukraine (Hryvnia) .0271 .0271 36.9500 36.9500
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Industrial Metals & Mining DJUSIM 449.81 – 17.55 15.15 –3.76 [102] +30.08 [17] +3.48 [69] +37.79 547.77 323.28 U.K. (Pound) 1.2241 1.2383 .8169 .8076
Apparel Retailers DJUSRA 1195.04 – 49.28 16.65 –3.96 [107] +29.95 [18] +1.41 [75] +11.48 1,267.94 871.22 AAR (Q1) 0.70 0.61 Uruguay (Peso) …… .. …… .. …… .. …… ..
Gambling DJUSCA 619.00 – 44.59 90.79 –6.72 [134] +27.65 [19] +17.19 [25] –1.56 738.89 445.91 Financial .02627 .02620 38.064 38.165
Cintas (Q1) 3.67 3.39 Euro 1.0646 1.0660 .9394 .9381
Marine Transportation DJUSMT 274.75 – 4.23 63.52 –1.52 [38] +27.53 [20] +30.07 [13] +30.00 282.92 192.82
Costco Wholesale (Q4) 4.78 4.20 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
British, and Japanese currencies. Source: International Monetary Fund.
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 column shows the change from previous 65-day moving a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
average. Volume figures do not reflect extended trading hours. TD SYNNEX (Q3) 2.47 2.74 2005. y-floating rate.

H.B. Fuller (Q3) 1.14 1.06


Money Rates
Delta Market Pulse of the Economy Micron (Q4) -1.15 1.45 Latest Week Prev. Week Yr Ago

Sentiment Paychex (Q1) 1.12 1.03 Discount Rate (NY) 5.50 5.50 3.25
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
Duckhorn Portfolio (Q4) 0.13 0.08
Prime Rate (base) 8.50 8.50 6.25
Date Data Period Ago % Chg
Indicator Economic Growth and Investment
No Activity for this Week
Date Data Period Ago % Chg
Inflation TH
Fed Funds Rate

The Delta MSI measures the Avg effective offer 5.35 5.34 3.09
position of a representative set Production ECRI Industrial Price Index f Sept 22 120.55 120.95 127.81 –5.68 CarMax (Q2) 0.75 0.79 Avg weekly auction-c 5.33 5.33 2.33
of stocks relative to an
intermediate-term moving Employment Jabil (Q4) 2.32 2.34
Electric power, (mil. kw hrs) (EEI) Sept 16 80,267 90,200 78,471 2.29 T-Bills Rate
average crossover (MAC) point.
When greater than 50% of the Petroleum, related capacity, % Sept 15 91.9 93.7 93.6 –1.82 Nike (Q1) 0.75 0.93
Initial jobless claims (thous.) Sept 16 201 r221 191 5.24 13 weeks, Coupon Yield 5.477 5.477 3.343
stocks followed are above this Vail Resorts (Q4) -3.32 -2.70
MAC point, the market is Rotary rigs running, U.S. & Can., (Hughes) Sept 22 820 831 979 –16.24 Continuing claims (mil.) Sept 9 1.662 r1.683 1.289 28.94 13 weeks, Auction Rate 5.315 5.315 3.270
bullish. When the indicator is Steel, (thous. tons) 26 weeks, Coupon Yield 5.537 5.537 3.907
Sept 16 1,733 1,721 1,694 2.30 Construction
below 50%, risk is elevated and F 26 weeks, Auction Rate 5.300 5.300 3.780
stock exposures should be Steel, rated capacity, % (AISI) Sept 16 76.2 75.7 76.9 –0.91 Avg weekly auction-c 5.32 5.31 3.13
reduced. Manager uses Building contracts, F.W. Dodge, (bil. $) Aug 1,272.91 r1,204.14 1,268.51 0.35 Carnival (Q3) 0.77 -0.58
discretion on asset allocation Broker Call Rate 7.25 7.25 5.00
Consumption and Distribution
when MSI is at 50% +/- 3%.
Instinet Research Redbook Avg. (monthly %) Sept 16 3.41 3.22 –0.81 ….
New housing permits, (thous. units)
New housing starts, (thous. units)
Aug
Aug
1,543
1,283
r1,443
r1,447
1,586 –2.71
1,505 –14.75 Consensus Estimate Bankers Acceptances

Bearish
Day Consensus Est Last Period
Baltic Dry Index Sept 22 1,593 1,381 1,816 –12.28 1 month 5.35 5.35 3.08
Other Indicators
T September Consumer Confidence 105.0 106.1 2 months 5.43 5.43 3.33
Inventories Citi Research Panic–Euphoria Reading Sept 22 0.10 0.10 –0.21 …. 3 months 5.50 5.50 3.55
Current Sentiment Index of coincident indicators h August New Home Sales 700,000 714,000 6 months 5.75 5.75 4.20
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) Sept 15 418,456 420,592 430,774 –2.86 Aug 110.6 r110.4 108.7 1.75

Gasoline, (thous. bbls) Index of lagging indicators h Aug 118.5 118.3 115.5 2.60 TH Q2 GDP 2.4% 2.1% Foreign Prime Rates
Sept 15 219,476 220,307 214,610 2.27

41.4%
Last Week
Orders
No Activity for this Week
Index of leading indicators h
Coincident to lagging ratio h
Aug
Aug
105.4
0.93
105.8
0.93
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.
116.4 –9.45
0.94 –1.06
F August Personal Income

September Michigan Sentiment


0.45%

67.7
0.20%

67.7
Canada
Germany
Japan
7.20
4.50
1.475
7.20
4.25
1.475
5.45
1.25
1.475
Trade Unless otherwise indicated, times are Eastern. a-Advanced; Switzerland 2.25 2.25 1.00
f-Final; p-Preliminary; r-Revised Source: FactSet Britain 5.25 5.25 2.25

41.8%
Balance of payments (including services), (bil $) 2nd Qtr –212.1 r–214.5 –248.8 –14.75
For more information about coming economic reports Other Money Rates
- and what they mean - go to Barron’s free Economic
Calendar at www.barrons.com Fannie Mae Home Loan:
30-Year Fixed Conv 6.84 6.70 6.18
2 Weeks ago

American Debt and Deficits Adjustable Mortgage Rates Conference Call Calendar Bank money market-z
Interest Checking-z
0.59
0.06
0.59
0.06
0.13
0.04

52.6%
6-Month Certif-z 1.56 1.54 0.48
Earnings-
Latest Preceding Year Ago Yr over Yr Related 12-Month Certif-z 1.96 1.88 0.78
Report Report Report % Chg Sep 22 Sep 15 Yr. Ago YOY % Chg
Company Date Time Period 30 Month Accounts-z 1.35 1.35 0.78
1 Year Treas Bills 5.42 5.42 3.91 38.62 5-Year Certificates-z 1.30 1.27 0.84
3 Weeks ago Federal Budget Deficit (bil. $)-a 1,330FY'25 1,201FY'24 1,154FY'23 ….
Budget Surplus/Deficit (bil. $)-b, August +89.26 –220.78 –219.60 -140.65 2 Year Treas Notes 4.99 4.97 3.77 32.36 Accenture PLC September 28 8:00AM Q4
Trade Deficit (bil. $, sa)-c, July –65.02 r-63.72 –71.67 -9.28 3 Year Treas Notes 4.67 4.68 3.76 24.20 Cintas September 26 10:00AM Q1 U.S. Savings EE Bonds:
Current Market Exposure: 0% Treasury Gross Public Debt. (bil. $)-d 33,070.8 32,959.5 30,886.3 7.07
Equities, 0% Bonds, 100% Cash 5 Year Treas Notes 4.41 4.40 3.59 22.84 Micron Technology September 27 6:00PM Q4
Treasury Statutory Debt Limit (bil. $)-d * 31,381.5 …. …. Long-Term (5yrs+) 2.50 2.50 0.10
Consumer Installment Debt (bil. $)-e, July 4,984.7 r4,974.3 4,648.0 7.24 10 Year Treas Notes 4.29 4.28 3.42 25.44 Nike September 28 5:00PM Q1
Source: Delta Investment 20 Year Treas Bds 4.56 4.55 3.76 21.28 Paychex September 27 9:30AM Q1 c-Annualized yields, adjusted for constant maturity, reported by the Federal
Management Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. Reserve on a weekly average basis. Sources: Tullett Prebon information, Ltd.
FHFA PMMS+ Aug 6.68 6.68 5.22 27.97 Source: CCBN, www.ccbn.com
www.deltaim.com, (415) Report, d-Daily Treasury Statement, e-Monthly Federal Reserve Release. *Statutory debt limit temporarily Factset. z-Bankrate.com.
249-6337 suspended through January 1, 2025. Fed annualized yields adjusted for constant maturity.
52 BARRON’S September 25, 2023

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

Barron’s Gold Mining Index Dividend Payment Boosts


Stellar Bancorp .13

12-Month Year Week %


Weekly Bond Statistics Week’s Stewart Info Svcs
Telephone & Data Sys
.475
.185
TKO Group Holdings 3.86
High Low
983.45 684.61 Gold mining
9/21
820.44
9/14
859.10
Ago
700.71
Chg.
–4.50
New Offerings, (mil $) (v) Last Week Prev. Week Yr Ago
Company Name-Ticker Symbol (Exchange)
Adjusted
Yield Period To From
%
Increase
Record
Date
Ex-Div
Date
Payment
Date Dividend Trane Technologies
Travel + Leisure
.75
.45
Corporate (z) 17,774 r29,193 14,307
Municipal (z) 4,963 r9,391 3,083
American Tower REIT-AMT (NYSE)
Argan-AGX (NYSE)
3.8
2.6
Q
Q
1.62
.30
1.57
.25
3.2 %
20.0
10-11
10-23
10-10
10-20
10-27
10-31 Payment Travelers
U-Haul Holding Series N
Union Pacific
1.00
.04
1.30
Best Grade Bonds-y Equity Bancshares-EQBK (NYSE) 1.9 Q .12 .10 20.0 9-29 9-28 10-16 Vistra .206
Gold & Silver Prices (Barron's index of 10 high-grade corporate bonds.)
Espey Mfg & Elec-ESP (NYSE AMER )
Fortis-FTS (NYSE)
2.4
4.4
Q
Q .439855
.15
.416605
.10 50.0
5.6
10-02
11-17
9-29
11-16
10-10
12-01
This list includes payouts on
common stocks. Vitesse Energy
Wesco International
.50
.375
5.07 5.37 4.60 FT Mortgage Incm Fd-FMY (NYSE) 7.2 M .0675 .0625 8.0 10-03 10-02 10-16 NYSE Western Union .235
Handy & Harman 9/22 9/15 Year Ago
Granite REIT-GRP.U (NYSE) 4.3 M .1977 .195944 0.9 9-29 9-28 10-16 Monday (September 25) Worthington Industries .32
Gold, troy ounce 1927.35 1927.70 1643.55 Interm-Grade Bonds-y
Silver, troy ounce 23.59 23.18 18.84 Host Hotels & Resorts-HST (Nasdaq) 4.5 Q .18 .15 20.0 9-30 9-28 10-16 Cato Cl A .17 Saturday (September 30)
(Barron's index of 10 medium-grade corporate bonds.) JPMorgan Chase-JPM (NYSE) 2.7 Q 1.05 1.00 5.0 10-06 10-05 10-31 Ellington Financial .15 GATX .55
Base for pricing gold and silver contents of shipments and for making 5.55 5.49 5.23 Keurig Dr Pepper-KDP (Nasdaq) 2.6 Q .215 .20 7.5 9-29 9-28 10-13 Knight-Swift Transport .14 Installed Bldg Products .33
refining settlement. Lument Finance Trust-LFT (NYSE) 12.3 Q .07 .06 16.7 9-29 9-28 10-16 Magellan Midstream Ptrs .247
Tapestry .35 Sunday (October 1)
Confidence Index Mesa Royalty Trust-MTR (NYSE) 13.4 M .042864 .04099 4.6 9-29 9-28 10-31 TKO Group Holdings .12 Comerica .71
Coins Price Premium $ Premium % Microsoft-MSFT (Nasdaq) 0.9 Q .75 .68 10.3 11-16 11-15 12-14 Williams Cos .447 Textron .02
(High-grade index divided by intermediate-grade index; decline in MS EM Domestic Debt-EDD (NYSE) 7.9 Q .09 .08 12.5 9-29 9-28 10-13
Krugerrand 2012.77 86.67 4.50 latter vs. former generally indicates rising confidence, pointing to Tuesday (September 26) UGI .375
Maple Leaf 2060.93 134.83 7.00 higher stocks.) MS Emerging Mkts Debt-MSD (NYSE) 12.7 Q .2125 .1875 13.3 9-29 9-28 10-13
Mexican Peso 2484.86 162.56 7.00 Neuberger Berman CA Muni-NBW (NYSE AMER ) 8.4 M .07191 .0254 183.1 9-29 9-28 10-16 Genpact .138
91.4 97.8 88.0
Austria Crown
Austria Phil
1890.96
2022.41
56.64
96.31
3.00
5.00
Other Confidence Indicators:
PermRock Royalty Trust-PRT (NYSE)
San Juan Basin Royalty-SJT (NYSE)
10.8
27.3
M
M
.040626
.053793
.040201
.020691
1.1
160.0
9-29
9-29
9-28
9-28
10-16
10-16
STMicroelectronics
Wednesday (September 27)
.06
Week’s
U.S. Eagles 2060.93 134.83 7.00
Premium is the amount over the value of the gold content in the coin.
Source Manfra, Tordella & Brookes, Inc. Bullion spot gold price 1926.1 Bloomberg Barclays US Long Treasury*
Starbucks-SBUX (Nasdaq)
Sylvamo-SLVM (NYSE)
2.4
2.8
Q
Q
.57
.30
.53
.25
7.5
20.0
11-10
10-03
11-09
10-02
11-24
10-17
Aegon ADR
Amcor
.153
.123 Dividend
W. P. Carey Inc.-WPC (NYSE) 7.4 Q 1.071 1.069 0.2 9-29 9-28 10-16 Greenhill .10
(This index measures the performance of fixed-rate, nominal US
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) Western Asset IG Incm Fd-PAI (NYSE) 5.0 M .0475 .0465 2.2 10-24 10-23 11-01 Halliburton
Harley-Davidson
.16
.165
Payment
Western Asset Premier-WEA (NYSE) 7.6 M .07 .066 6.1 10-24 10-23 11-01
Gold Performance 2961.93 3010.12 3267.70 International Seaways
International Seaways
1.30
.12
This list includes payouts on
common stocks.
Yellow, Light: As rates and the dollar
stayed high, gold was flat, at $1,927 an ounce.
Bloomberg Barclays US Credit

(This index includes all publicly issued, fixed-rate, non-convertible,


investment-grade, dollar-denominated, SEC-registered corporate
Dividend Payment Reductions Petroleo Brasileiro ADR A
Petroleo Brasileiro ADR A
PVH Corp.
Southwest Airlines
.484
.711
.038
.18
NASDAQ
Monday (September 25)
debt.) Adjusted % Record Ex-Div Payment
Vishay Intertechnology .10 Amkor Technology .075
2843.29 2872.78 2782.49 Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Voya Financial .40 Auburn National Bancorp .27
50 Winnebago Industries .31 Capital City Bank Group .20
Ryan Labs Treasury Index ArrowMark Financial-BANX (Nasdaq) 9.4 Q .42 .45 -6.7 % 10-20 10-19 10-27 Wyndham Hotels .35 Commerce Bancshares .27
Barron's Gold Mining Index (820.44)
Brandywine Realty Trust-BDN (NYSE) 13.6 Q .15 .19 -21.1 % 10-04 10-03 10-18 Thursday (September 28) Steven Madden .21
(Index of total return from active Treasury notes and bonds. Dec.
40 31, 1996=100.) Claros Mortgage Trust-CMTG (NYSE) 12.2 Q .25 .37 -32.4 % 9-29 9-28 10-13 Alamos Gold .025
Teradyne .11
Victory Capital Cl A .32
258.81 262.09 266.08 Investcorp Credit Mgmt-ICMB (Nasdaq) 12.3 Q .12 .13 -7.7 % 10-12 10-11 11-02 Arcos Dorados Holdings A .05 XP .58
Ardagh Metal Packaging .10
Bond Buyer 20 Bond Index Aris Water Solutions .09 Tuesday (September 26)
30 Banco Macro ADR .426
(Index of yields of 20 general obligation municipal bonds.)
3.90 3.87 3.89
Stock Splits/Dividends Special Dividends BHP Group ADR
Corning
1.60
.28
A-Mark Precious Metals
Texas Roadhouse
1.00
.55
Record Ex-Div Pay Record Ex-Div Pay TFS Financial .282
Company Name-Ticker Symbol (Exchange) Amount Date Date Date DRDGOLD ADR .346
20 Bond Buyer Municipal Bond Index
Company Name-Ticker Symbol (Exchange) Amount Date Date Date
Franco-Nevada .34 Wednesday (September 27)
NONE COPEL ADR-ELP (NYSE) 0.16 10-03 10-02 12-11 Goldman Sachs 2.75
Avnet .31
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

(Index of 40 actively-traded tax-exempt bonds; component issues Spirit Airlines-SAVE (NYSE) 0.10 9-25 9-22 9-29 Mercury General .317
are changed regularly to keep the index a current picture of the Sylvamo-SLVM (NYSE) 0.30 10-03 10-02 10-17 Unifirst .31 CME Group Cl A 1.10
10 market. Source: The Bond Buyer Vontier .025 Fox Cl A .26

Handy & Harman Gold Price


4.76 4.71 4.82 Week’s Ex- Week’s Ex- TIM ADR-TIMB (NYSE) 0.18 9-29 9-28 10-30
Woodside Energy ADR
Xylem
.80
.33
Fox Cl B .26
Grupo Aeroportuario ADR2.145

0
Stock/Bond Yield Gap-s

(Difference between yield on highest-grade corporate bonds and


Dividend Dividend Top 5 Insider Purchases by Friday (September 29)
Allegion .45
Icahn Enterprises
New Fortress Energy
Phibro Animal Health
1.00
.10
.12
yield on stocks on the DJIA.)
-2.94 -3.28 -2.32
Dates Dates Company in 2023 Ameren Corp
American Intl Group
.63
.36 Thursday (September 28)
-10 Number of Number of Avg.
Ametek .25 Atour Lifestyle Hldgs ADR .15
This list includes payouts on This list includes payouts on Company Sym Insiders Shares $ Value Price Ares Management .77 CSG Systems International .28
Yield on DJ Equal Weight US Corp Bond Idx: common stocks. common stocks.
O N D J F M A M J J A S Bank of America .24 Gilead Sciences .75
Corp Bonds, (y) 5.98 5.82 5.46 NASDAQ NYSE American 2 Becton Dickinson .91 Information Services .045
B Riley Financial RILY 458,841 18,818,145 $41.01 BrightSphere Invt Group .01
0 Jack Henry & Associates .52
v-Week ended Thursday. y-Yield to maturity, week ended Thursday. z- Tuesday (September 26) Tuesday (September 26) FidelityNationalInformationServices FIS 12 21,297 1,403,242 $65.89 Brookfield .07 NVIDIA .04
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Brookfield Business .062


Calavo Growers .10 NONE Forward Air FWRD 12 37,059 2,493,323 $67.28 T. Rowe Price Group 1.22
Brookfield Infrastructure .382
Flexsteel Industries .15 Compass Diversified CODI 11 147,648 2,986,112 $20.22 Brookfield Infrastructure .382
Wednesday (September 27) Friday (September 29)
Ituran Location & Ctrl .15 Keurig Dr Pepper KDP 11 174,444 5,967,955 $34.21 Brookfield Reinsurance .07
National Fuel Gas .495 Mercer International .075 NONE AAON .08
Federal Reserve Data Bank Week’s Ex- Nucor
Nutrien
.51
.53
Wednesday (September 27) Thursday (September 28) Top 5 Insider Sales by Company in 2023
Brookfield Renewable
Caleres
Camping World Cl A
.338
.07
.125
Algoma Steel Group
Atrion
.05
2.20
NONE National Healthcare .59 Broadcom 4.60
One week ended Sep 20:

Prev. Year
Dividend OFG Bancorp
Osisko Gold Royalties
PermRock Royalty Trust
.22
.045
.041
Thursday (September 28) Friday (September 29)
Atlassian
Datadog
TEAM
DDOG
58 1,359,591238,585,859 $175.48
45 2,458,910221,952,332 $90.26
Civeo
Civitas Resources
Civitas Resources
.25
1.24
.50
Citizens Holding
Covenant Logistics Cl A
.16
.11
Member Bank Salesforce CRM 38 1,323,324289,837,863 $219.02
Reserve Chgs. (Mil. $)
Week
Change
Ago
Change Dates Primoris Services
Ralph Lauren Cl A
.06
.75
AFC Gamma
Alico
.48
.05
NONE
Saturday (September 30)
Palantir Technologies
Palo Alto Networks
PLTR
PANW
27 8,811,787128,729,983 $14.61
26 638,499132,652,058 $207.76
Corebridge Financial
Devon Energy
.23
.20
Enterprise Finl Services
Epsilon Energy
.25
.062
Regal Rexnord .35 Amdocs .435 Devon Energy .29 ESSA Bancorp .15
U.S. Gov't securities: This list includes payouts on NONE Dick's Sporting Goods 1.00 First Guaranty Bcshs .16
common stocks. REV Group .05 Ameris Bancorp .15
Bought outright 7,464,613 -19,973 -928,490 ATN International .21 Dine Brands Global .51 Flushing Financial .22

Federal agency secur:


NYSE
Stantec
Stryker Corp
.145
.75 BancFirst
BRP
.43
.132
Sunday (October 1)
NONE Distributions & Offerings Domino's Pizza
Douglas Dynamics
1.21
.295
Global Water Resources
HealthStream
.025
.025
Tuesday (September 26) Tecnoglass .09 Endeavor Group Holdings .06
Bought outright 2,347 .... .... Canterbury Park Holding .07 Monday (October 2) Secondary Distributions of common stocks Hooker Furnishings .22
TFI International .35 EnerSys .225 Iridium Communications .13
Ecopetrol ADR .68 TIM ADR .124 Chicago Atl Real Est Fin .47 NONE Entravision Comms .05
Reserve bank credit: Philip Morris Intl 1.30 Dentsply Sirona .14 Hillevax 9,200,000 $12.50 $115,000,000 James River Group Hldgs .05
Tricon Residential .058 Everest Group 1.75 Kforce .36
Primary Credit 3,183 +1,004 -3,475 Sempra .595 Ensign Group .058 Madison Square Garden Entertainment 6,618,624 $32.50 $215,105,280 Eversource Energy .675
U.S. Bancorp .48
Secondary Credit
Seasonal Credit
....
78
....
+1
....
+36
West Fraser Timber
Wednesday (September 27)
.30 Valmont Industries
Vermilion Energy
.60
.075
Fifth Third Bancorp
First Bancorp NC
.35
.22
Week’s Permian Resources
Transcat
24,667,500
736,845
$13.05
$95.00
$321,910,875
$70,000,275
F & G Annuities & Life
Fed Agric Mtg Cl A
.20
1.10
Kraft Heinz
Lancaster Colony
Marriott International
.40
.85
.52
Fed Agric Mtg Cl C 1.10
Float
Other F.R. Assets
-203
41,774
-29
+1,847
-51
+4,345
Cdn Imperial Bk Of Comm .643
ConocoPhillips .60
Xenia Hotels & Resorts
Zimmer Biomet Holdings
.10
.24
FirstService
Keurig Dr Pepper
Lincoln Electric
.225
.215
.64
Dividend Source: Dealogic LLC, New York City; (212) 577-4400. Fidelity National Finl
Fortive
.45
.07
Marten Transport
Nasdaq
.06
.22
Total Fed Credit #
Gold stock
8,002,983
11,041
-59,221
....
-780,786
....
Northern Oil & Gas
Thursday (September 28)
.38 Friday (September 29)
Air Products & Chemicals 1.75
Mondelez Intl Cl A .425
Monolithic Power Systems1.00
Payment Barron’s 50-Stock Average
Frontline
Garmin
Global Payments
.80
.73
.25
NorthWestern
PepsiCo
Power Integrations
.64
1.265
.19
SDR Certif. Accounts 5,200 .... .... Bank of Nova Scotia .782 National Research .12 This list includes payouts on Gray Television .08 Principal Financial Group .65
B & G Foods .19 This index is a weighted average of 50 leading issues. Useful in secu-
Treas. Curr. Outst. 52,406 +14 +847 Choice Hotels Intl .287 Steel Dynamics .425 common stocks. rity valuation. Source: Barron's Stats Gray Television Cl A .08 RCI Hospitality Holdings .06
BanColombia ADR .892 Encompass Health .15 Towne Bank .25 Hanover Insurance Grp .81 Red Rock Resorts Cl A .25
Total 8,089,618 -59,260 -779,207 NYSE American
Benchmark Electronics .165 Ingredion .78 Trinity Capital .49 Sep 21 Sep 14 Sept Yr-to-Yr HCA Healthcare .60 Renasant .22
Currency in circ 2,326,200 -5,697 +47,834
British Amer Tobacco ADR .701 Park Aerospace .125 Trinity Capital .05 Monday (September 25) 2023 2023 2022 % Chg Hess Corp .438 Ross Stores .335
Treas. Cash Hldgs 344 +1 +244 Cdn Pacific Kansas City .144 Quanta Services .08 Willis Towers Watson .84 Hillenbrand .22
NONE S&P 500 Index 4330.00 4505.10 3854.57 12.33 Seacoast Banking of FL .18
Treas. Fed Deposits 640,296 +118,789 -52,200 Copa Holdings Cl A .82 Raymond James .42 Xerox Holdings .25 Hilton .15 Silver Spike Investment .40
Foreign Fed Deposits 9,688 -136 +2,252 CTS Corp .04 Republic Services .535 York Water .203 Tuesday (September 26) Barron’s 50 Index 11504.72 11732.82 10663.56 7.89 Horace Mann Educators .33 Silver Spike Investment .23
Other Fed Deposits 169,668 +8,747 -49,728 Curtiss-Wright .20 ServisFirst Bancshares .28 NONE Projected quarterly earn 201.12 202.49 179.66 11.94 Huntsman .237 SpartanNash .215
State Street .69 Friday (September 29) Insteel Industries .03
Other FR liab/cap -48,273 +1,321 -96,252 Deere 1.35 Wednesday (September 27) Annualized projected earn 804.47 809.97 718.66 11.94 Summit Financial .22
Townsquare Media Cl A .188 Andersons .185 Intercontinental Exchange .42
Total factors 4,857,968 +44,549 -906,825 DigitalBridge Group .01 NONE Universal Display .35
Consolidated Water .095 Annualized projected P/E 14.30 14.49 14.84 –3.64 Leidos Holdings .36
Dillard's .25 Wolverine World Wide .10 Verisk Analytics .34
Reserves F.R. banks 3,231,649 -103,810 +127,617 Thursday (September 28) M & T Bank 1.30
Edison International .738 Hurco Cos .16 Five-year average earn 457.58 457.85 431.9 5.94 Weyco Group .25
Fgn hold U.S. debt 3,434,332 -447 +49,644 Saturday (September 30) Martin Marietta .74
Ellington Financial .15 Pegasystems .03 NONE Five-year average P/E 25.14 25.63 24.69 1.84 Meritage Homes .27
NONE Werner Enterprises .14 Saturday (September 30)
ESAB .06 Friday (September 29) Year-end earn 668.64 670.01 602.4 11.00 NOV .05
Outfront Media .30 Inter Parfums .625
Reserve Aggr (Mil. $) Latest Prev. Month % Year FMC .58 Sunday (October 1) Saturday (September 30) B2Gold .04 Year-end P/E 17.21 17.51 17.70 –2.81 Ovintiv .30 Methanex .185
Month Ended July: Month Month Chg. Ago Franklin Resources .30 NONE Evolution Petroleum .12
NONE Year-end earns yield, % 5.81 5.71 5.66 2.71 Public Svc Enterprise .57
Granite Construction .13 Network-1 Technologies .05 Sunday (October 1)
Total Reserves: 3,178,700 3,265,600 -2.66 3,258,700 Monday (October 2) Sunday (October 1) Best grade bond yields, % 5.07 5.37 4.31 17.77 Quanex Building Products .08
Greystone Housing Impact .37 Saturday (September 30) Range Resources .08 Automatic Data 1.25
NonborrowedRes 2,906,700 2,974,300 -2.27 3,239,100 Humana .885 Bank of Nova Scotia .779 NONE Bond yields/stock ylds, % 0.87 0.94 0.76 14.80 C & F Financial .44
NONE RenaissanceRe Hldgs .38
BorrowedReserves 271,942 291,303 -6.65 19,541 Illinois Tool Works 1.40 Cardinal Health .501 Service Corp Intl .29 Community Trust Bancorp .46
Monday (October 2) Sunday (October 1) Actual year-end divs 249.51 249.51 234.07 6.59
Monetary Base 5,517,200 5,608,000 -1.62 5,537,100 Kennedy-Wilson Holdings .24 ESCO Technologies .08 SFL .24 Hawthorn Bancshares .17
Ladder Capital Cl A .23 Sylvamo .60 NONE NONE Actual yr-end divs yld, % 2.17 2.13 2.20 –1.38 Spirit Airlines .10 Northern Trust .75
September 25, 2023 BARRON’S 53

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA


TurboEnergy Bumble FortressBiotech Lipocine PresidioProperty TheravanceBio Marsh&McLen GeneralMills

Week’s VircoMfg
WeatherfordIntl
WesternDigital
WW Intl
BurkeHerbert
BurningRockBio
BuzzFeed
ForwardIndustries
ForzaX1
FreightTech
LixiangEduc
LixteBiotech
Lizhi
LM Funding
PrestigeWealth
PrimeMedicine
ProcessaPharm
ProKidney
Thoughtworks
TigoEnergy
TonixPharm
TopKingWin
McKesson
MizuhoFin
MurphyUSA
NetPower
GreenfireResources
GrupoTelevisa
HealthcareRealty
HealthpeakProp
ByndCannasoft Frontier
New Highs and YottaAcqn
YunhongCTI
ByrnaTech
C4 Therap
CadrenalTherap
FTC Solar
FuelCell
FulgentGenetics
Longeveron
LQR House
Lucid
ProtaraTherap
Psychemedics
PTC Therap
ToughBuiltInds
TowerSemi
TPIComposites
NaturalResPtrs
NewparkResources
NexGenEnergy
Heliogen
HimalayaShipping
Hippo

Lows
NEW LOWS CalAmp FullHouse LumiraDx PubMatic TraconPharm Nomura IDT
22ndCentury CambiumNtwks FusionFuelGreen LuokungTech Pulmatrix TransCodeTherap NuSTAREnergy IHS Holding
23andMe CamdenNational G1Therapeutics LyellImmuno PurpleBiotech Transphorm OmegaHealthcare Invitae
2seventybio Canaan Galapagos LytusTech PurpleInnovation TravereTherap OrionGroup JinkoSolar
NYSE 2U CapitolFedFin GaleraTherap MagicSoftware PyrogenesisCda TreaceMed Orix JumiaTech
60DegreesPharm CaraTherap GalmedPharm Mangoceuticals QuantaSing TreasureGlobal PBF Energy Klaviyo

120 303
8x8 Carecloud GAN Maplebear QuoinPharm TritiumDCFC PyrophyteAcqn Leggett&Platt
AadiBioscience CarParts.com GDEV Marchex QurateRetailA TroikaMedia RELX LendingClub
AbCelleraBio CarverBancorp GEN Restaurant MarketAxess RaniTherap TrustcoBank RangerEnergySvcs LeviStrauss
New Highs New Lows ABVC Bio CastorMaritime GeneDx Masimo RayzeBio TTEC RyanSpecialty Li-Cycle
AcastiPharma CBLInternational Genprex Materialise RCI Hospitality TurboEnergy RyderSystem LiveOakCrestview
ACELYRIN CelldexTherap GeoVaxLabs Matterport RedHillBio TurnstoneBiologics SDCLEDGEAcqn Livent
Nasdaq RelayTherap Shell
Aclarion Cellectis GladstoneLand MaxCyte uniQure LocalBounti
AcurxPharm Celularity GlenBurnieBncp MaxeonSolar Remark UnitedBancorpOH Steelcase LufaxHolding

161
New Highs
750
New Lows
AdaptHealth
Adaptimmune
AdaptiveBiotech
Addentax
CenturyCasinos
CenturyTherap
CerevelTherap
Cerus
GlimpseGroup
GlobalWaterRscs
GloryStarNewMedia
Gogoro
MaxLinear
MDB Capital
Medigus
MeihuaIntlMed
RenovoRx
RenttheRunway
ResearchFrontiers
ReShapeLife
UnitedBkshrsWV
UniversePharm
US Gold
USGoldMining
SumitomoMits
Sunoco
Suzano
TIM
Macy's
Magnachip
MarriottVacations
MedicalProp
AddexTherap CEVA GoPro MeiwuTechnology RevanceTherap UTime TelefonicaBras Medifast
NYSE American AdialPharm CFSB Bancorp GorillaTech MesaAir RevelationBio Vaccinex Textron MethodeElec
AdicetBio Cheche GossamerBio MesaLabs RF Industries Vaccitech Thermon MidAmApt
AdventTech CheckpointTherap GreenwaveTech MGO Global RiceBranTech VBI Vaccines TotalEnergies MisterCarWash

14
New Highs
52
New Lows
AerovateTherap
AethlonMedical
Agenus
AgileTherap
CheetahNetSupply
ChefsWarehouse
ChemomabTherap
CitiusPharm
Gritstone
GromSocialEnts
GSE Systems
Gulf Resources
MicroCloudHologram
Mind CTI
MineralysTherap
MingZhuLogistics
RichardsonElec
RiminiStreet
Roadzen
RockyMtnChoc
Veritone
Veru
ViaSat
VirBiotech
ToyotaMotor
TriNet
USA Compression
ValeroEnergy
MiX Telematics
ModelN
MohawkInds
NNN REIT
Only includes COMMON and REIT stocks Airgain CitizensFinlSvc HallmarkFin MobileGlbEsports RoyaltyPharma ViridianTherap VistaEnergy Nautilus
Akerna Clearfield HallofFameResort Molekule Rumble VisionMarineTech VistaOutdoor Netstreit
Akili ClearmindMed Harmonic Momentus SacksParenteGolf VislinkTech WarriorMetCoal NexPointResidentl
NYSE American ConcretePumping AkoustisTechs ClearPtNeuro HarpoonTherap Mondee Safe&GreenDevt VividSeats Welltower NoahHoldings
CrixusBH3 A AligosTherap ClearsideBiomed HawaiianHoldings MonogramOrtho Safe&GreenWi VivosTherap Nordstrom
NEW HIGHS SafeguardSci Volcon NEW LOWS
CSP Allakos Clene HawthornBcsh MonoparTherap NouveauMonde
AthenaCnsmrA AllarityTherap CLPS HealthcareSvcs Monro Sagimet VorBiopharma ADC Therap NuScalePower
CyberArkSoftware SangamoTherap AES
CatchaInvtA CyteirTherap AllianceEnt CN Energy HeartTestLabs MotusGI voxeljet NuvationBio
CentrusEnergy AllogeneTherap Codexis HepionPharm Movella SarcosTech&Robotic vTvTherap AMTD IDEA ON24
DavisCommodities SaverOne2014 AevaTech
DenisonMines DawsonGeophys AlloVir CoffeeHolding HeronTherap MurphyCanyonA WalgreensBoots Olo
enCoreEnergy AlnylamPharm ComeraLifeSci HertzGlobal MustangBio SBA Comm Warrantee Agiliti OneLiberty
DuneAcqnA Scilex AgreeRealty
EnergyFuels EdifyAcqnA Alpine4 comScore Histogen MyMD Pharm WaterstoneFinl Organon
Flanigans Amarin Hookipa MySize ScinaiImmun WaveDancer Albemarle OrmatTech
ErieIndemnity COMSovereign AlexandriaRlEst
Intellinetics AmericanRebel ConnectBiopharma HubCyberSecurity NanoStringTech SEALSQ WestrockCoffee OsiskoDevelopment
GeospaceTech SecooHolding Amcor
InterPrivateII A GoldenHeaven AmesNational ConsensusCloud IceCureMedical Nasdaq WindtreeTherap OutfrontMedia
NorthernDynasty AmylyxPharm SeelosTherap WiSA Tech AmerTowerREIT PLDT
GoldenStarAcqn ContextLogic ICU Medical NationalVision AmerVanguard
Seer WISeKey
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

TrioTech GooseheadIns AnaptysBio ContraFect Ideanomics NearIntelligence PaycomSoftware


AnavexLifeSci SelinaHosp Workhorse AmericanWell PediatrixMedical
GreenPlainsPtrs Courtside Illumina NeptuneWellness AnnovisBio
NEW LOWS HalladorEnergy Anghami CrackerBarrel IM Cannabis Netcapital SenesTech Xencor Perfect
AirspanNetworks AntelopeEnterprise SenmiaoTech XIAO-I AptIncmREIT PerimeterSolns
HCM Acqn A CreativeRealities IMAC NetSolTech SenstarTech ArdaghMetalPkg
AmbowEduc HorizonTherap ApollomicsA CrownElectrokin ImmunoPrecise NeumoraTherap Yield10Bio Pfizer
AsensusSurg AppliedMolecular SeresTherap ZappEV AshfordHosp
HuronConsulting Cuentas Impinj Neuronetics Avangrid PhoenixNewMedia
Ashford AppliedUV Curis Imunon NeuroSense Sezzle ZebraTech Phreesia
ImmixBiopharma SharpsTech BCE
AultAlliance IndaptusTherap AptevoTherap Cutera Incannex Newegg ZoomInfoTech PhysiciansRealty
AvalonHoldings ArcadiaBiosci ShattuckLabs ZW DataAction BRC
InflectionPtIIA Cyngn Incyte NexImmune ShoreBancshares Beachbody PiedmontOfficeA
Azitra IntlGeneralIns Arcimoto CytekBiosci Infobird NFTGaming PlanetFitness
BetterChoice SightSciences NYSE BensonHill
Joyy ArcutisBiotherap Cytokinetics InhibikaseTherap NGM Biopharm BirdGlobal PostalRealty
BlueRidgeBkshs ARKRestaurants SigmaAdditive ProsperityBcshs
KairousAcqn DareBioscience InMedPharm Nkarta Silicom NEW HIGHS BlackSkyTech
CalidiBiotherap KhoslaVentures Arm Datasea InnovizTech noco-noco AlphaMetal PublicStorage
CamberEnergy SilkRoadMed Block
LandcadiaIV A ArqitQuantum DavisCommodities Inogen Nogin SiloPharma ApolloGlbMgmt Box Qiagen
Castellum Arrival RTX
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54 BARRON’S September 25, 2023

FU N DS
The fund’s managers seek companies that have
not just recent but sustainable long-term growth,
and they don’t want to overpay for stocks.

A Low-Risk Growth
duction was largely not a growth area a regulated return on the capital they
through most of the 2010s, geopolitical spend and invest in the business,”
problems with China and the pan- Wheaton says. “Right now, they have a
demic are causing companies to reorga- very long and visible runway of spend-

Fund That Forages in


nize their supply chains. ing on things like renewable power
“Especially when it comes to strate- generation, and grid hardening [i.e.,
gically important products like semi- storm and other risks prevention],
conductors, EV batteries, and medical which is strategically important after

Unexpected Places
devices, we’re realizing that we need to the fires that we’ve seen over the last
restore that manufacturing to the U.S. couple of years in California and most
That has the potential to drive some recently in Hawaii.”
volume growth within the industrial Such investments actually save the
space that has been lacking over the utility money in terms of maintenance
last couple of decades,” Wheaton says. and efficiency. “If you put your trans-

G
mission lines underground and they

T
rowth stocks are BY LEWIS general-purpose corporate credit cards, rucking logistics company don’t have trees falling on them or get
great—except BRAHAM employers give them WEX fleet cards TFI International (TFII) is hit by lightning, that’s good for safety,”
when they’re not. specifically for refueling their vehicles one industrial holding that Wheaton says. “That also means you
Many investors at gas stations. WEX has a duopoly in should benefit from the re- have to roll less trucks out to go and
find the volatility this business with FleetCor Technol- shoring trend. TFI specializes in less- handle downed power lines, so you’re
of the fastest- ogies (FLT), so its profit margins are than-truckload, or LTL, shipments— cutting costs, too.”
growing compa- high. It also has growing business lines “when you’re sending more than a He argues that utilities like Alliant
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nies’ stocks hard to stomach. in administering health-savings and parcel but less than a full truck,” De- will increase their earnings between
This is one reason that Janus Hen- flexible-spending accounts as well as in main says. “The less-than-truckload 6% to 8% annually on top of having
derson Enterprise (ticker: JAENX) is processing virtual credit-card pay- carriers effectively run a logistics net- dividends in the 3% to 4% range cur-
worth considering. It gives you growth ments. “The company has a strong work that aggregate these shipments at rently. “That’s a high single-digit, low
stock exposure without the gut- competitive position around each of its central warehouses from different double-digit total return profile,” he
wrenching downside investors experi- three businesses,” Demain says. places around the metro area and then says. “But we think they’ll be able to
enced in 2022. Over the past 10 years, While tech stocks are staples for run a truck to the metro area where it’s maintain that type of return profile for
the $18.9 billion fund has returned growth fund managers, more surpris- going and redistribute the products.” a decade or more.”
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11.9% annually, beating 94% of its peers ing is the fund’s hefty 24% industrial While trucking is normally a com- Wheaton also likes that Alliant has
in Morningstar’s Mid-Cap Growth sector weighting. “We’ve added a lot to modity-like business with low profit already proven itself good at containing
fund category. It has done this with industrials over the last year,” says margins and barriers to entry, TFI’s operating and maintenance costs and
considerably less volatility and down- Wheaton. Though U.S. industrial pro- warehouses and distribution network that it services the Midwest, which has
side risk, falling 16.1% last year, when makes it much harder for competitors less climate risk than coastal regions.
the average Mid Growth fund plum- to horn in on its business. Alliant has a 3.5% dividend yield.
meted 27.8%. Its 0.91% expense ratio is Janus Henderson Enterprise Consistent growth and positive While other growth managers have
also less than average for an active mid- Total Return macro trends aren’t enough for the been riding the momentum of semi-
cap fund. YTD 3-Yr 10-Yr team to buy a stock. Companies conductor stocks in the artificial intel-
Co-managers Brian Demain and JAENX 10.8% 9.3% 11.9% should have prudent CEOs who allo- ligence boom, Demain and Wheaton
Philip Cody Wheaton seek companies Mid-Cap Growth Category 11.1 3.3 9.2 cate capital carefully, be it to make have been cutting back on microchip
that have not just recent but sustain- acquisitions, invest in research and stocks on valuation concerns and in-
Top 10 Equity Holdings
able long-term growth, and they don’t Company / Ticker Weighting development, pay dividends, or buy stead adding aggressively to health-
want to overpay for stocks. The average Constellation Software / CSU.Canada 3.5%
back stock. TFI originally acquired its care companies like Revvity (RVTY)
price/earnings ratio for the fund’s hold- LTL business from United Parcel and Waters (WAT), which have re-
ON Semiconductor / ON 3.4
ings is 19, versus 26.6 for the average Service (UPS) in 2021. cently lagged behind.
Mid-Cap Growth fund, according to Boston Scientific / BSX 3.0 “The management team at TFI are Such companies produce what De-
Morningstar. As of Aug. 31, the fund SS&C Technologies Holdings / SSNC 2.6 phenomenal operators,” Demain says. main calls life-science tools and
had a 26% tech weighting, which is Wex / WEX 2.6 “They have been able to recognize a lot should benefit from the growth in
greater than its Russell Midcap Growth Intact Financial / IFC.Canada 2.6 of cost savings out of the UPS business. biotech drugs without having to seek
benchmark’s 21.8%. But the fund isn’t We think there’s more to come in that regulatory approval.
Flex / FLEX 2.5
in the familiar tech names. they’re prudent allocators of capital.” “Think of life-science tools [manu-
Amdocs / DOX 2.4
One stock the team has been adding Perhaps the most surprising sector facturers] as the companies selling the
to lately is WEX (WEX), a financial GoDaddy / GDDY 2.2 the team has been moving into recently pickaxes to the biotech and pharma
technology company. “They have a Teleflex / TFX 2.1 has been government-regulated utili- miners,” he says. “These are various
couple of businesses, the largest of ties such as Alliant Energy (LNT), as reagents, and equipment for research
Total 26.8%
which is fuel cards for trucking fleets,” Note: Holdings as of Aug. 31. Returns through Sept. 18; three- and 10-year returns are annualized.
utilities aren’t normally thought of as and development processes for bio-
Demain says. Instead of giving truckers Sources: Morningstar; Janus Henderson growth stocks. “Utilities typically earn technology production.” B
September 25, 2023 BARRON’S 55

RETIREMENT MAILBAG
What a Federal Shutdown Ford and GM Have a
Could Mean for Retirees
Hard Act to Follow
BY ELIZABETH O’BRIEN the event of a shutdown, according to the To the Editor: securities in my portfolio.
agency’s contingency plan. For example, The article on the electric-vehicle wars Mike Meehan

W
ith tensions brewing in corrections and updates to earnings re- highlighted the headwinds that Ford Mo- Bradenton, Fla.
Washington, retirees may cords wouldn’t be made during a shut- tor and General Motors are facing, such
be wondering just how down, and benefit verifications wouldn’t as batteries, charging and manufacturing
worried they should be be issued. Original and replacement So- issues, and union troubles (“Why the Unqualified Investors
about a potential government shutdown cial Security cards would be issued, but UAW Strike Isn’t the Biggest Problem for
and its impact on their daily lives. replacement Medicare cards wouldn’t. Ford and GM,” Cover Story, Sept. 13). Most To the Editor:
While they can rest easy about receiv- Customer service would probably of the EV hopefuls want to skip the EV- The minimum requirements to be a “quali-
ing their Social Security benefits, which suffer, as Social Security Administration childhood stage without facing any of the fied investor” are laughable in terms of
would continue without interruption staff would be working without pay and difficulties that Tesla has overcome. Elon being wealthy enough for the risks and
during a shutdown, there are other con- would be limited to performing only Musk has created a product through sheer illiquidity of private-equity investments
cerns to consider. The big ones: Retirees those tasks deemed essential. (Employees brilliance and grass-roots research, which (“Private Markets Are Going Mass Mar-
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seeking certain services could face de- would be made whole after the shutdown is going to be a hard model to copy for ket. Is That a Good Thing?” Up & Down
lays, and all may have to wait to learn ends.) The agency is understaffed as it is, would-be Tesla imitators. Wall Street, Sept. 15). It’s no different than
their raise for next year if the standstill and if beneficiaries are made to wait lon- Dinesh Rastogi 100 years ago, when taxi drivers and shoe-
lasts long enough to postpone the an- ger for help, “it could be a hardship for Canonsburg, Pa. shine boys had margin accounts.
nouncement of the 2024 cost-of-living them,” says Mary Johnson, Social Secu- Larry Fellman
adjustment, or COLA. rity and Medicare policy analyst at the On Barrons.com
The federal government has been mov- Senior Citizens League. The Cost of Cars
ing closer to a shutdown ahead of the What’s more, Social Security recipi-
Mercury Rising?
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Oct. 1 start to the new fiscal year. Law- ents may have to wait to learn how To the Editor:
makers have so far failed to pass legisla- much their checks will increase next The affordability of cars already is an issue
tion to fund discretionary spending, a year. The Social Security Administra- for a great many people (“Actors, UPS, and To the Editor:
category that includes the military, trans- tion is expected to announce the cost-of- Now the UAW: Why Unions Are Rising Barron’s recommends an investment in
portation, education, and much more. living adjustment for 2024 on Oct. 12, Up Again,” Sept. 13). Body shops, albeit Mercury Systems, as it trades for only 28
Barring action by the Sept. 30 dead- soon after the Bureau of Labor Statistics just one indicator, are really busy in many times 12-month forward earnings, a dis-
line, the federal government will tempo- releases the consumer-price-index data areas, as folks prefer to stick with what count to the prior 30-plus times (“This
rarily stop paying its employees and con- for September. they can afford as opposed to buying new. Highflying Defense Stock Stumbled.
tractors and halt nonessential functions. Yet during a shutdown, the BLS “will William L. Odea That’s a Reason to Buy,” Sept. 15). If Mer-
(This is different from what would hap- suspend data collection, processing, and On Barrons.com cury matures, Barron’s sees its price dou-
pen under a default scenario, which was dissemination,” an agency spokesperson bling in the next three years. Am I just out
averted earlier this year and would have told Barron’s. “Once funding is restored, of touch with the times, or is my love of
involved a longer list of entities not being BLS will resume normal operations and Blackstone Is a Buy solidly growing single-digit multiple
paid and a more severe impact on the notify the public of any changes to the stocks a dream from a long-gone era?
financial markets.) news release schedule on the BLS release To the Editor: Harvey Rosen
Social Security and Medicare are calendar.” If you are determined to plunge ahead into Brooklyn, N.Y.
considered mandatory spending and The last time a COLA announcement private equity, then I suggest you do it
thus aren’t subject to the annual budget was delayed due to a government shut- with a publicly traded entity like the ones
appropriations process in Congress. down was in 2013, Johnson says. Benefi- mentioned in Jack Hough’s Streetwise Send letters to Mail@Barrons.com.
Social Security benefits are permanently ciaries had to wait nearly two weeks past column (“How Private Equity Stacks Up To be considered for publication,
authorized and funded by law, and the the original mid-October release date to Against the Stock Market,” Sept. 15). Since correspondence must bear the writer’s
government must pay them even during learn the COLA increase for the follow- you will own publicly traded shares, you name, address, and phone number.
a shutdown, says Kathleen Romig, direc- ing year. The projection for the 2024 aren’t subject to liquidity restraints that Letters are subject to editing.
tor of Social Security and disability pol- COLA is 3.2%, according to Johnson; the can tie up your capital for years, and you
icy at the Center on Budget and Policy final calculation will be based on a com- will also benefit from regular dividend
Priorities. parison between inflation data from the payments—many of which have been quite Numbers by Barron’s, which breaks down
Yet the Social Security Administration third quarter of 2023 and the same pe- hefty. I have owned Blackstone for a long the markets, is available wherever you
would discontinue certain activities in riod last year. B time, and it is one of the best-performing listen to podcasts.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
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