NELSON PELTZ VS.

BOB IGER: A DISNEY SCORECARD • PAGE 11

VOL. CIV NO. 12 MARCH 18, 2024 $5.00

Our fifth annual list highlights leaders

> blazing new trails in the markets,
the economy, and industry. PAGE 18
63142
C O NT EN TS
P. 18
100 Most Influential
Women in U.S. Finance
Cover Story: Barron’s annual list
honors established and emerging
leaders in financial services, the
corporate world, and government.
By RESHMA KAPADIA
P. 24
6 Retail Stocks That
Look Like Bargains
Q&A: Why Telsey Advisory CEO
Dana Telsey is bullish about
retailers like Bath & Body Works,
TJX, and Abercrombie & Fitch.
By TERESA RIVAS
P. 11
Disney Doesn’t Need
Nelson Peltz
The Trian activist has some valid
criticisms of Disney—but the
media giant can regain momentum
without his presence on the board.
By JACK HOUGH
P. 13
How to Satisfy AI’s
Energy Demands
The huge amount of power used by
artificial-intelligence applications
will require a fresh approach to
U.S. energy infrastructure.
By TAE KIM
P. 14
PayPal Is Ready to
Make a Comeback
The stock could bounce nearly
30% as the payments company
becomes leaner and more focused.
By BEN LEVISOHN
P. 54
The Fed Shouldn’t
Rush Rate Cuts
Other Voices: The Federal
Reserve risks reigniting inflation
by cutting interest rates too soon.
By SANDER GERBER AND
STEVE MIRAN
03.18.24 VOL.CIV NO.12
P. 15 P. 27
Tech Trader: Oracle’s
Japan Is Back. How to Invest. Rally Isn’t Over Yet
A radical shift in corporate culture makes for a healthier backdrop for investors. The By ERIC J. SAVITZ
market is already on a tear—but there’s more upside ahead. Here are our top picks.
By RESHMA KAPADIA P. 28
Trader: Awaiting
Word on Rate Cuts
The Fed might soon deliver a nasty
wake-up call to the market.
By JACOB SONENSHINE
P. 31
Income: Beware the
Highest Dividends
The sweet spot is in high-quality
stocks with less-rich payouts.
By AL ROOT
P. 31
International: Egypt’s
Bonds Look Tempting
A currency devaluation and rate
hike offer a chance to profit.
By CRAIG MELLOW
P. 32
Striking Price: A Small-
Cap Catch-Up Trade
By STEVEN M. SEARS
The Nikkei 225 topped the psychological level of 40,000 on March 4, opening the door to further gains.
P. 55
Retirement: Will
NELSON PELTZ VS. BOB IGER: A DISNEY SCORECARD • PAGE 11
Social Security Last?
P. 7 P. 17 Younger workers should prepare
for skimpier benefits.
Up & Down Wall Street: Economy: Households
VOL. CIV NO. 12 MARCH 18, 2024 $5.00
Stocks and Geopolitics Feel the Price Pinch
By ELIZABETH O’BRIEN
While the indexes often brush off Some inflation is flying under the Barron’s Roundtable
global turmoil, its impact on stocks radar of U.S. government data. It’s
on Fox Business
Our fifth annual list highlights leaders
blazing new trails in the markets,
the economy, and industry. PAGE 18
and sectors can be significant. still a major negative for President
Cover illustration by
Lisa Sheehan That’s an opportunity for investors. Joe Biden’s re-election effort. Watch our TV show Fridays at 7:30
By ANDY SERWER By RANDALL W. FORSYTH p.m., and Saturdays and Sundays
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March 18, 2024 BARRON’S 3

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4 BARRON’S
I N D EX
Our index lists significant companies mentioned in stories and columns,
plus Research Reports, and Corrections & Amplifications. The references
are to the first page of the item in which the company is mentioned.
A AbbVie . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Abercrombie & Fitch . . . . . . . . . . . . . . . . . . . . . . 25
Accenture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Adobe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27,34
Advanced Micro Devices . . . . . . . . . . . . . . . . . . . 33
Air Products & Chemicals . . . . . . . . . . . . . . . . . 31
Alaska Air Group . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Alcoa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14,19,27
Altria Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Alumina . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,27
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14,15,27
Archer Aviation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
AT&T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,26
Autodesk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
B Bath & Body Works . . . . . . . . . . . . . . . . . . . . . . . 25
BBVA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Bed Bath & Beyond . . . . . . . . . . . . . . . . . . . . . . . 25
BJ's Restaurants. . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Block . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Boeing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Burlington Stores . . . . . . . . . . . . . . . . . . . . . . . . . . 25
C Cheniere Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Cisco Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Coinbase Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Columbia Dividend Income . . . . . . . . . . . . . . . . . 26
Commercial International Bank . . . . . . . . . . . . 31
D Deckers Outdoor. . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Dell Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Diageo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Dick’s Sporting Goods . . . . . . . . . . . . . . . . . . . . . 34
DigitalBridge Group . . . . . . . . . . . . . . . . . . . . . . . 13
Disney . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Dollar Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,34
Donnelley Financial Solutions . . . . . . . . . . . . . . 33
Duolingo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
DuPont de Nemours . . . . . . . . . . . . . . . . . . . . . . . 11
E E-Finance for Digital & Financial Invsmt . . 31
Energy Select Sector SPDR . . . . . . . . . . . . . . . . 8
EQT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,34
Equinix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Equitrans Midstream . . . . . . . . . . . . . . . . . . . . . . 10
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
F Fawry for Banking Tech & Electr Payment 31
FedEx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Fidelity MSCI Energy Index . . . . . . . . . . . . . . . 8
Fox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
G Garrett Motion . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
General Mills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
H Harley-Davidson . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Hennessy Japan . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Hewlett Packard Enterprise . . . . . . . . . . . . . . . 27
I iHeartMedia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
iShares Russell 2000 . . . . . . . . . . . . . . . . . . . . . . . 32
iShares Semiconductor . . . . . . . . . . . . . . . . . . . . . 33
J Jabil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
JPMorgan Chase . . . . . . . . . . . . . . . . . . . . . . . . . . 26
K Keurig Dr Pepper . . . . . . . . . . . . . . . . . . . . . . . . . 31
March 18, 2024
For Customer Service, call 1 (800) 544-0422, or go to
customercenter.barrons.com. For reprints of articles,
call 1 (800) 843-0008, or go to djreprints.com.
Keyence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Marathon Digital Holdings . . . . . . . . . . . . . . . . . 10 N Netflix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Kohl's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Matthews Japan . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Newell Brands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
McCormick . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Nihon M&A Center Holdings . . . . . . . . . . . . . . 16
Micron Technology . . . . . . . . . . . . . . . . . . . . . . 10,33 Nike . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Kyudenko . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,26,27 Nippon Steel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . 13,18,27,33,54
L Lululemon Athletica . . . . . . . . . . . . . . . . . . . . . . . 10
Mitsubishi Electric . . . . . . . . . . . . . . . . . . . . . . . . . 15 O Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
M Madrigal Pharmaceuticals . . . . . . . . . . . . . . . . . . 34 Molson Coors Beverage . . . . . . . . . . . . . . . . . . . . 31
Orix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
P Palo Alto Networks . . . . . . . . . . . . . . . . . . . . . . . . 33
PayPal Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
PepsiCo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Pioneer Natural Resources . . . . . . . . . . . . . . . . . 18
PNC Financial Services Group . . . . . . . . . . 14,19
Potbelly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Lachlan Murdoch, Executive Chairman, News Corp Procter & Gamble . . . . . . . . . . . . . . . . . . . . . . . . . 11
Rupert Murdoch, Chairman Emeritus, News Corp
Robert Thomson, CEO, News Corp Almar Latour, CEO, Dow Jones Q QuantumScape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Quest Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . 31
EXECUTIVE VICE PRESIDENT AND GENERAL MANAGER Dan Shar
EDITOR IN CHIEF David Cho
R Ralph Lauren . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Riot Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin Robinhood Markets . . . . . . . . . . . . . . . . . . . . . . . . 34
Alex Eule, Ben Levisohn
DEPUTY EDITORS S Salesforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt SAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
EDITOR AT LARGE Andy Serwer Sarepta Therapeutics . . . . . . . . . . . . . . . . . . . . . . 29
Sempra Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
MANAGING EDITORS Matt Bemer, Daren Fonda, Amey Stone, Joe Woelfel SentinelOne . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
ServiceNow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
ASSISTANT MANAGING EDITORS Henry Cutter, Mel Gray, Anita Hamilton, Mary Romano, Siemens Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Robert Sabat, Rupert Steiner (London bureau chief) Snap-On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Snowflake . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz
Starbucks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
SENIOR WRITERS Bill Alpert, Nicholas Jasinski, Tae Kim, Paul R. La Monica, Megan Leonhardt, Super Micro Computer . . . . . . . . . . . . . . . . . . . . 13
Joe Light, Elizabeth O’Brien, Al Root, Avi Salzman
T Taiwan Semiconductor Manufacturing . . . . . . 16
REPORTERS Jacob Adelman, Janet H. Cho, Adam Clark, Emily Dattilo, Jack Denton, Catherine Dunn, Tapestry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Sabrina Escobar, Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis, Angela Palumbo, Teladoc Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Teresa Rivas, Connor Smith, Jacob Sonenshine, Brian Swint, Karishma Vanjani, Andrew Welsch TJX Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
STORY EDITORS Ed Lin, Erin McCarthy, Liz Moyer, Patrick O’Donnell, Stacy Ozol, T-Mobile US . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
TotalEnergies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Ross Snel, Neal Templin, J.J. Thompson
COPY DESK Michael J. Burlingham, Robert Teitelman U U.S. Bancorp . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14,26
UiPath . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
IDEAS EDITOR Matt Peterson Ulta Beauty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Under Armour . . . . . . . . . . . . . . . . . . . . . . . . . . 29,34
DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary Unilever . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Nick Devor, Clare McKeen United Airlines Holdings . . . . . . . . . . . . . . . . . . . 18
U.S. Steel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,34
Chelsea Schiff
HEAD OF VISUALS
ART DIRECTORS Lynne Carty, Shayanne Gal, Nick Hallam, Sue Ng V Vanguard High Dividend Yield . . . . . . . . . . . . . 26
DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Alis Atwell, Nicole Silver
Verizon Communications . . . . . . . . . . . . . . . . . . . . 9
Vertiv Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
RESEARCHER Dan Lam Victoria's Secret . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Visa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima
W Walmart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
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GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Jack Otter Williams-Sonoma . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Workday . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
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March 18, 2024 BARRON’S 5

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 March 18, 2024
UP & D OWN WALL STREET
As Wars Rage On, the
Stock Market Shrugs
It Off. Will It Last?
I
t was a small news item as
these things go, so you may be
forgiven for missing it. Earlier
this month, Russia’s financial
oversight agency, Rosfinmoni-
toring, placed former world
chess champion Garry Kasp-
arov on its list of “terrorists and ex-
tremists.” Russia sanctioning Kasp-
arov, a high-profile critic of Vladimir
Putin, is hardly earth-shattering, but
the move by the Kremlin is emblem-
atic in ways you might not consider.
I’ll get to the big picture, but first
more on Kasparov, who spoke at a pri-
vate club in New York City the day
after his specious designation. Kasp-
arov, 60, author of the prescient 2006
volume Winter Is Coming: Why Vladimir
Putin and the Enemies of the Free World
Must Be Stopped, drew a crowd of some
200 besuited sophisticates who, be-
tween bites of wild striped bass Vero-
nique, hung on his every word. The
former grandmaster’s remarks were
off the record, but I was able to speak
with him by phone this past week.
“Putin awarding me this title shows
the value of my work,” he told me of
being deemed a terrorist. “That I did
something very useful for the cause of
freedom.” Given the assaults and mur-
ders of Russians around the globe,
including just this past week, Kasp-
arov is concerned about his well-being
but feels safer in New York than Lon-
Saul Loeb/AFP/Getty Images
don. “Europeans and Brits in particu-
lar have paid no attention to Russians
who have been infiltrating their soci-
ety,” he says. “New York is more pro-
tected, though there’s no guarantee. I
have dramatically reduced the number
of countries that I can visit. My kids
BARRON’S
counted that I have gone to 104 coun-
tries. Now I would feel safe going to
10% of them.”
As for imprisoned Wall Street Jour-
nal reporter Evan Gershkovich: “He’s
a hostage,” Kasparov says. “We should
all remember that Putin is a terrorist
BY ANDY or a mafia boss and sees Gershkovich
SERWER as a valuable asset to exchange or
squeeze concessions out of others.”
Kasparov told me that “dictators
like Putin lie about what they have
done, but tell the truth about what
they are going to do,” referring to the
fact that Putin stated clearly that he
wanted to expand Russia. Kasparov
says the West needs to stop pussyfoot-
ing around and help Ukraine defeat
Russia, which will bring down Putin.
“In war as in chess, you have to iden-
The S&P 500 is at a record high. Annualized U.S.
GDP just grew 3.2%. Unemployment is at 3.9%.
Even countries in the crosshairs appear resilient.
tify your goal,” he says. “And strategy
in a war is you must win.”
As for Putin using nuclear weap-
ons, Kasparov says he is “really skep-
tical about any serious threat of nu-
clear weapons, even tactical nukes,
being used or even considered by Pu-
tin.” The Russian leader is “an oli-
garch, not a fanatic who wants to die
for a cause.”
Why should we listen to a chess
player when it comes to foreign pol-
icy? Leaving aside that Kasparov has
been fighting for reform and democ-
racy in Russia for the past 18 years, I’d
argue that as perhaps the greatest
chess player of all time, he knows as
much about strategy and assessing an
opponent as anyone in the Depart-
ment of Defense or the Central Intelli-
gence Agency.
H
ow Kasparov’s lot ties into
money and markets is sim-
ple. Geopolitics, really a
manifestation of human-
ity’s collective impulses, ultimately
drives economics—though perhaps in
unappreciated ways.
Consider, for instance, the two wars
currently being waged in Ukraine and
the Middle East. It would seem these
conflicts make the world more danger-
ous than ever. And yet the S&P 500
index is at a record high, annualized
Russia placed for-
mer world chess
champion Garry
Kasparov on a list of
“terrorists and ex-
tremists.” “Putin
awarding me this
title shows the value
of my work,” he
says.
7
U.S. gross domestic product just grew
3.2%, and unemployment is at 3.9%.
There doesn’t seem to be much fallout
in fortress America, right?
Even countries in the crosshairs
appear to be resilient. Using the im-
perfect proxy of equity markets, most
of the rest of the world seems to be
shrugging off these two Armaged-
dons-in-the-making. Yes, GDP de-
clined 0.3% in the fourth quarter and
may be still shrinking in Germany, but
the DAX is just off its all-time high
and up 21.7% over the past 12 months.
Even in Israel—where GDP declined
19.4% in the fourth quarter because of
the war—the Tel Aviv 125 Index has
climbed 12.2% over the past 12
months, more than recovering its
losses after Oct. 7, and is down only
10.7% from its January 2022 record
high. Bullishness there may reflect the
fact that Israel has faced existential
threats before.
If our global straits are so dire, then
why aren’t markets reflecting it?
“Geopolitical experts love talking
about how the situation is fraught,”
says Ruchir Sharma, chairman of
Rockefeller International and founder
and chief investment officer of Break-
out Capital, which focuses on emerg-
ing markets. “When the Gaza conflict
escalated in early October, there was
talk about World War III from pretty
respected analysts. Nine out of 10
times the geopolitical risks never ma-
terialize, and when they do material-
ize, you’ve got bigger things to worry
about. I don’t like to classify any pe-
riod, including now, as being particu-
larly geopolitically challenging be-
cause the world is always in a flux.”
Sharma, the former head of emerg-
ing markets and chief global strategist
at Morgan Stanley Investment Man-
agement, notes that “the big transmis-
sion mechanism for a geopolitical cri-
sis is usually the price of oil, which
has been remarkably stable over the
past year or so.”
More broadly, he says, in the days
after the terrorist attacks of 9/11, the
S&P 500 fell by 12% but recovered its
losses a month later. And looking
back at market reactions to 25 of the
most significant geopolitical crises
since World War II, the S&P 500
8 BARRON’S
Up & Down Wall Street (continued)
dropped on average by around 4%, bot-
tomed out in 15 days, and recovered in 33
days. Which is to suggest that trading on
“Investing with a valuation fear is a strategy for only the nimblest or
       luckiest of profit-takers. It also reminds us
of that most ancient and comforting of
and defense. Value stocks with investing chestnuts—stocks usually go up.
      
W
        hile the impact of geopolitics
on broad indexes tends to be
      a wash, its effect on sectors
     and stocks is far more mean-
ingful and—antenna up here, investors—
can lead to significant and sustainable
   trends.
Let’s start with Sharma’s “transmission
Portfolio Manager,
mechanism,” or petroleum products writ
Executive Director
large. So yes, benchmark Brent crude oil at
$81 a barrel now trades more or less where
it did in 2018, after crashing during the
pandemic, spiking with Russia’s invasion of
Schafer Cullen has become synonymous Ukraine in 2022, and then falling back.
This, even with some shippers now bypass-
          ing the Bab el-Mandab (“Gate of Tears”)
Strait between the Red Sea and Gulf of
       Aden to avoid Yemen-based Houthi militia
attacks. Instead of going through the Suez
Canal, many European-bound vessels are
High Dividend Equity choosing to circumnavigate the Cape of
Good Hope, adding some 16 days to the trip
     at an increased cost of half a million dollars
in fuel alone. Tanker rates are up 20% since
Value Equity December, according to the U.S. Energy
Information Administration.
!   "  But crude’s relative price stability masks
some massive market moves beneath the
surface—none bigger than the explosion in
  #  $  U.S. energy production. Increased drilling
in the U.S. is a direct response to a clarion
  %  #  $  call for energy independence, a geopoliti-
cal, bipartisan urge so powerful it has out-
&    weighed the Biden administration’s cli-
mate-change exigencies.
In a report released this past week, the
EAI says the U.S. is now producing 13.3
million barrels a day, more than double the
output from a decade ago. And this: “The
United States produced more crude oil
than any nation at any time...for the past
six years in a row.”
Providing energy to our allies furthers
this trend. “The structural importance of
Cullen Capital Management, LLC. (CCM) is an independent investment advisor the U.S. as an energy producer and exporter
registered under the Investment Advisers Act of 1940 and is doing business as of natural gas to Europe is going up on the
Schafer Cullen Capital Management, Inc. (SCCM). The Cullen Funds Trust (CFT), back of Russia and Ukraine,” says Ian
                      Bremmer, founder and president of Eurasia
                          Group. Last year the U.S. exported 7.6 tril-
        
lion cubic feet of gas (No. 1 in the world), up
Investing involves risks, including loss of principal and may not suitable for all from 1.5 trillion cubic feet 10 years ago—
investors. with over 60% now destined for Europe.
Five years ago the U.S. exported essentially
zilch to the Continent, while last year Uncle
March 18, 2024
Sam supplied 48% of its liquefied natural
gas (LNG), which amounted to some 15% of
its total. (Norway, Qatar, and African ex-
porters have also increased their share.)
Meanwhile, Russia’s share of European gas
imports dropped from 40% in 2021 to less
than 15% in 2023.
Not surprisingly, domestic energy ex-
change-traded funds like Energy Select
Sector SPDR and Fidelity MSCI En-
ergy Index are both up over threefold
since 2020. Cheniere Energy, the biggest
U.S. exporter of LNG to Europe, has rock-
eted up from $33 in 2020 to $182 last No-
vember. Since then its shares have slipped
mostly because excess supply has crimped
prices. French energy giant TotalEner-
gies, also in the business of exporting
U.S. LNG to Europe, has seen its stock
benefit as well.
Despite the Biden administration’s recent
“temporary pause on pending decisions” of
LNG exports (in part due to “the impact of
greenhouse gas emissions”), geopolitics still
wins the day. “Through existing LNG pro-
duction and export infrastructure, the U.S.
has—and will continue—to deliver for our
allies,” the White House stated.
Still, notes Beata Javorcik, chief econo-
mist at the European Bank for Reconstruc-
tion and Development and professor of
economics at the University of Oxford,
natural-gas prices are four times higher in
Europe than in the U.S., prompting Euro-
peans to move in other directions. “The
war has accelerated the green transition
because it is viewed through the prism of
energy security,” she says. “That’s a big
change for countries like Poland, which
were reluctant to embrace energy transi-
tion. Now it is a political and geostrategic
necessity.”
The drop in trade from Europe to Rus-
sia has created an opportunity for China,
Turkey, and other countries, Javorcik says,
which are supplying Russia with trucks,
engines, and machinery and other goods.
And these countries are “using currencies
other than the U.S. dollar and the euro to
invoice their exports to Russia,” she says.
“Now two thirds of Chinese exports to
Russia are invoiced in renminbi. In 2016,
it was 10%. I would expect these trends to
continue.”
As Garry Kasparov knows all too well,
Putin and his cronies are always working
the angles. You may not see their dirty
deeds reflected in the S&P 500, but some-
how, somewhere, they’re moving a market.
And worse. B
email: andy.serwer@barrons.com
March 18, 2024
ST R E E T W I S E
AT&T’s History Is a
Mess and Its Stock Has
Stalled. Why It’s a Buy.
I
thought I knew the basics of
football until I tried playing
the videogame Madden and
saw the formations. What
exactly is a Strong I Jumbo,
and is it better or worse than
a Singleback Wing Tight
Nasty? Likewise, there’s an interview
about play-calling in the Netflix doc-
umentary Quarterback where Patrick
Mahomes of the Kansas City Chiefs
says, “Gun east right slot stack run
past three jet chip X-cattle Y-lock.” I
hope I’m getting the punctuation
right.
This is about AT&T, not football.
Graphic artists have attempted to dia-
gram the company’s history online,
and after viewing several of these
charts, the thought that comes to
mind is that if John Madden himself
descended from heaven with a choir of
angels wearing CBS Sports blazers
and carrying telestrator pens, I still
wouldn’t be able to understand the
play-calling that went on here.
Once, there was a phone monopoly
called AT&T. In 1984, regulators
turned it into a lots-opoly by breaking
it into lots of baby bells. Over time, the
babies began changing names and
gobbling each other up. One even in-
gested its former parent. Another be-
came Verizon Communications.
T-Mobile US somehow sneaked in
through the side door. Now the indus-
try is a triopoly.
I left out the part where in 2015,
with streaming’s threat to cable TV
already evident, AT&T paid $67 bil-
lion including debt for DirecTV, a
company whose business plan at the
time involved mounting dishes to cus-
BARRON’S
tomer roofs. Six years and millions of
lost subscribers later, it spun that di-
minished business off into a separate
entity. There was also the time AT&T
fought regulators for years for the
right to buy Time Warner, and won,
only to lose when it spun it off four
BY JACK years later, in 2022, for much less than
HOUGH it paid.
Nowadays AT&T is under new
management and sticking to phone
company stuff, like wireless and
wireline service, fiber broadband
and, if you’re really looking to bun-
dle, a service called DirecTV, only
delivered via the internet, not the
roof. There’s plenty of debt left from
past misadventures, but free cash
flow is rising, and shares trade at
only around seven times this year’s
free cash flow consensus. There’s also
a 6.5% dividend yield that looks in-
creasingly credible.
While the S&P 500 has shot more
than 30% higher over the past year,
AT&T shares have stalled. Most of
Wall Street says to hold off on the
stock. Potential liability over old lead-
lined phone cables doesn’t add appeal.
BARRONS.COM/PODCASTS
Barron’s Streetwise
In a weekly podcast by Barron’s, columnist Jack Hough looks
at the companies, people, and trends you should be watching.
This is Wall Street like you’ve never heard before. Subscribe
to Barron’s Streetwise on Spotify, Apple Podcasts,
or your favorite listening app.
“AT&T might just make for the best stock, even
though it’s not the best telecom company,” says
Wolfe Research analyst Peter Supino.
But Wolfe Research analyst Peter Su-
pino recently upgraded AT&T to Out-
perform, with a $21 price target that
implies a potential 30% return, in-
cluding the dividend.
“AT&T just might make for the best
stock, even though it’s not the best
telecom company,” says Supino.
A giant, saturated market with so
few competitors ought to be boring
but solidly profitable. U.S. telecom
today appears to be just that. “Wire-
less operators see healthy demand
trends continuing, with competition
remaining rational, pricing improv-
ing, and upgrade rates remaining
subdued,” wrote Morgan Stanley
following a recent conference of in-
dustry players.
Four years ago, when I upgraded
my iPhone and switched service pro-
viders, the deal all but included my
name on a stadium and college tu-
ition for my kids. This past year’s
upgrade and reswitch wasn’t as gen-
erously greeted. I got money toward a
phone, offset by a bigger bill.
That’s one reason to take a favor-
able view of U.S. telecom in general.
Subdued competition means that price
increases are sticking, and churn, or
customer turnover, is manageable.
Another reason is falling investment
demands—the big three companies
together spent nearly $300 billion to
upgrade their 5G networks, and are
now ready to reap the rewards. AT&T,
meanwhile, has cut $6 billion from its
yearly expenses and is looking to trim
another $2 billion.
T-Mobile has had the best financial
results in the industry for a decade,
rising from a company best known for
cheap service to one that also com-
9
pares well with the others on quality.
Today it’s acting more like an incum-
bent than an insurgent when it comes
to pricing. “If T-Mobile stands for im-
proving network and lowest price, and
Verizon stands for best network at the
highest price, AT&T seems to stand
for maybe I’ll get a free phone, and
otherwise somewhere in between the
two,” says Supino.
B
ut AT&T might hold particu-
lar appeal for investors, for
three reasons. First, it trades
at a 20% discount to Verizon
and a 38% one to T-Mobile relative to
this year’s projected free cash flow.
Second, and related, it carries the
most debt. That adds risk, but also
opportunity, as rising free cash flow
allows the company to pay down
debt, which could result in a higher
stock price.
Supino expects AT&T to pay down
$7 billion in debt over the next year.
He views the company’s $10 billion in
yearly dividend commitments, includ-
ing preferred shares, as exceedingly
safe in light of $17 billion in likely free
cash flow this year, rising to $18 bil-
lion next year.
A third factor favoring AT&T is
fiber broadband. Verizon led the tele-
com fiber charge with Fios. Back
when AT&T bought DirecTV, it
grudgingly agreed to bring high-speed
fiber connections to largely rural mar-
kets to help win regulatory approval.
Today it has the larger network of the
telecom fiber duopoly, and it’s enthusi-
astic about expansion.
Fiber broadband has low customer
turnover, and costs less to run and
maintain than services that use cop-
per lines. Profit margins are rising as
the network grows and could eventu-
ally rival those of the lucrative cable
broadband industry. For now, fiber
growth is more than offsetting contin-
ued declines in residential wireline
service.
Put it all together, and AT&T’s
jumbled history, high debt, and lead
overhang might matter less for the
stock from here than its rising free
cash flow and big dividend. B
email: jack.hough@barrons.com
10
R E VIEW & PREV IEW
A Guide to
The Halving
Bitcoin neared $74,000 this past week, with
crypto bulls expecting more gains despite a sharp
Friday correction. One reason: a cut in Bitcoin new
issuance known as a “halving.”
A key Bitcoin feature is that tokens increase at a
predictable rate. New tokens go into circulation
every time Bitcoin “miners” win a computing race
to validate a block of transactions. The reward for
each block is now 6.25 Bitcoins, worth $437,500 at
$70,000. That will be cut to 3.125 Bitcoins in April,
when the next halving occurs.
Halvings happen roughly every four years and
will continue until Bitcoins in circulation hit 21
million tokens. So far, more than 19.6 million Bit-
coins have been mined, leaving 1.4 million to be
issued. Since Bitcoin has no underlying value—
only a cost to produce—its price is subject to sup-
ply and demand. Halving tends to restrict supply.
After the last halving in 2020, Bitcoin gained
more than 80% in six months and over 500% a year
later, notes crypto tax firm CoinLedger. Now, de-
mand has been fueled by new spot Bitcoin ETFs.
“The drop in the amount of mined Bitcoin a day
means something has to give—and, in this case, that
means price has to give,” says Zachary Townsend,
CEO of crypto-focused insurance firm Meanwhile.
Miners are less bullish. After surging in 2023,
Marathon Digital and Riot Platforms are both
down 27% in the past month, with Bitcoin up more
than 40%. — Jack Denton
BARRON’S
38,714.77 579.70
Dow Industrials: - 7.92 Dow Global Index: - 3.16
LAST WEEK
Markets: Bitcoin broke $73,000 only
to fall back to about $69,000. Stocks
struggled against sticky inflation data:
The U.S. consumer price index for
February came in at 0.4%, or 3.2%
year over year, and producer prices
were at 0.6%, over the forecast. Retail
sales were soft, and tech stocks took a
beating. On the week, the Dow indus-
trials lost 0.02%, the S&P 500 was off
0.13%, and the Nasdaq Composite
shed 0.7%.
Companies: The House voted to force
ByteDance to divest its popular TikTok
app, or be banned in the U.S. The Na-
tional Association of Realtors agreed to
pay $418 million in damages and aban-
Half a Loaf don 6% commissions, a deal that now
The price of Bitcoin tokens and the goes before a federal judge. Boeing’s
new spot Bitcoin ETFs have 737 Max failed 33 of 89 regulatory au-
appreciated, but Bitcoin miners dits, and the Justice Department is
have not.
iShares Bitcoin
Marathon Digital
CoinDesk Bitcoin
Price Index
Riot Platforms
looking into criminal charges in the
Alaska Airlines blown-door episode.
With Bitcoin up, Coinbase Global
said it was raising a billion dollars in
convertible debt. Dollar Tree is clos-
75%
ing 1,000 Family Dollar stores.
50
25
Deals: Natural-gas giant EQT agreed
0
to buy pipeline company Equitrans
-25 Midstream for $5.5 billion, all in
-50 stock...Reddit began its initial-public-
-75 offering roadshow, looking to raise
-100 $748 million on a valuation of up to
2022 ’23 ’24 $6.4 billion...Telegram founder Pavel
Sources: CoinDesk (crypto currencies); Durov told the Financial Times he was
FactSet (funds, stocks)
considering an IPO after achieving
The Supply Side profitability in 2025. Telegram has 900
The number of Bitcoin tokens in
million members...Alcoa agreed to buy
circulation has steadily grown since
Australia’s Alumina for $2.2 bil-
2009, but will top out at 21 million.
lion...President Biden came out against
Nippon Steel’s buy of U.S. Steel.
25 million
20
THE NUMBERS
15
10 28K 3.6%
5 Record number of The percentage of
companies owned early withdrawals
0 by private-equity from Vanguard
2010 ’15 ’20
firms globally, 401(k)s in 2023, up
worth more than from 2.8% in 2022,
Source: Blockchain.com $3 trillion. and a record high.
March 18, 2024
Sign up for the Review &
Preview daily newsletter at
barrons.com/reviewpreview.
TH IS WEEK
Tuesday 3/19
A busy week for global central banks
commences, with the Bank of Japan
announcing its monetary-policy deci-
sion. Traders are pricing in about a
50% chance that the central bank will
raise its key short-term interest rate
to zero from negative 0.1%, which
would end the BOJ’s negative inter-
est-rate policy that has been in effect
since early 2016. The Reserve Bank of
Australia also announces its decision
on Tuesday, with the Bank of Eng-
land and Swiss National Bank follow-
ing suit on Thursday.
Wednesday 3/20
Only a handful of large-capitaliza-
tion companies report results this
week. Memory-chip maker Micron
Technology releases earnings on
Wednesday, followed by Accenture,
FedEx, lululemon athletica, and
Nike on Thursday.
The Federal Open Market Commit-
tee announces its monetary-policy
decision and releases an updated
Summary of Economic Projections.
The FOMC is widely expected to keep
the federal-funds rate unchanged at a
multidecade high of 5.25% to 5.50%.
In December, the SEP showed that the
FOMC forecast three quarter-point
interest-rate cuts in 2024. Wall Street
began this year expecting roughly six
quarter-point rate cuts but has since
pared that back to about three. De-
spite this, the S&P 500 index has
made 17 records highs this year.
$38 T 78%
Illustration by Elias Stein
U.S. retirement Equity option con-
assets on Dec. 31, tracts traded in
2023, up 7.8% since 2023 attributed to
September and India—some 84.3
32% of household billion contracts, up
financial assets. 153% since 2022.
 March 18, 2024
Nelson Peltz Takes On Iger
Over the Future of Disney
Trian Partners has secured control
of more than $3 billion worth of
Disney stock and is demanding
two board seats.
BY JACK HOUGH
E
veryone has business ad-
vice for Walt Disney.
Enough with the ride up-
charges, say theme park
visitors. More highlights
and less talking, demand
ESPN fans. Go woke, go
broke, warn right-leaning culture
warriors over what they perceive as
sensitivity gone amok in films.
What makes Nelson Peltz’s advice
different is that he’s rich, he isn’t ask-
ing, and he has done this before. The
co-founder of Trian Fund Management
has waged activist investor campaigns
at Unilever, Procter & Gamble, Du-
Pont de Nemours, and many more.
This time, Trian has secured control of
Photogrpahs (left) Marco Bello/Bloomberg; (right) Slaven Vlasic/Getty Images for The New York Times
more than $3 billion worth of Disney
stock, and it’s demanding two board
seats. Disney shareholders of record as
of Feb. 5 are already voting on the mat-
ter by mail or online ahead of an April
3 annual meeting.
Disney and Trian said their leaders
weren’t available to comment, but
Disney is fighting back on two tracks:
one cheerful, the other fierce. It has
enlisted the help of Prof. Ludwig Von
Drake—uncle to Donald Duck—to
explain to shareholders in print and
video how to vote the Disney way.
And this past week, it published a
67-page investor slide deck blasting
many of the claims made in Peltz’s
own 133-page presentation.
Peltz’s fight for board seats looks
like a long shot, not least because the
stock is uncooperatively coming back
to life. It has returned 31%, versus 14%
for the S&P 500, since Barron’s recom-
mended it in a cover story last summer.
Peltz credits his own involvement.
Disney points out that the stock’s
reaction to news of Peltz’s stake in Oc-
tober was muted compared with its
one-day jumps of 7% and 12% follow-
ing the company’s past two quarterly
reports. Cost-cutting is driving free
cash flow higher; a consensus of ana-
lyst estimates has it rebounding more
than 70% in the current fiscal year
through September, to $8.5 billion. In
November, the estimate was $8 billion.
Challenges remain, especially for
ESPN, where the shift to streaming
could mean structurally lower profits,
and in films, where the theater indus-
try hasn’t bounced back to prepan-
demic strength. But it’s unclear how a
Peltz board presence would help. The
ideas that Trian has proposed seem to
fall into three categories: vague, odd,
and already in motion. Its past success
on behalf of shareholders is also a mat-
ter of dispute.
Trian says that its portfolio compa-
nies have outperformed, on average, in
cases where Peltz served on the board.
Disney says that the median has under-
performed. The business of calculating
activist influence and results can be
BARRON’S
murky. Barron’s was skeptical of activ-
ist ability in general in a Streetwise
column last year.
Disney says that it fired Peltz as a
pension manager in 2021 for poor per-
formance. Isaac Perlmutter, who sold
Marvel to Disney in 2009, becoming
one of its largest shareholders, was
marginalized at Disney following cre-
ative disputes, and left last year amid
cost-cutting. The bulk of shares under
Trian control are Perlmutter’s. Peltz
wants Jay Rasulo, a former Disney
chief financial officer, to join him on the
board. Rasulo left Disney after not be-
ing made chief operating officer in
2015. Disney points out that shares of
iHeartMedia, where Rasulo sits on
the board, have tanked.
Several of Trian’s criticisms are fair
enough. A 2019 purchase of Fox assets
for $71 billion, or $57 billion net of di-
vestitures, helped bulk up streaming,
but also added exposure to waning
legacy television. Trian says the deal
has “seemingly not delivered on its
financial promises.” Disney says that it
added studio smarts and control of
Hulu and some superhero franchises.
Plenty of leeway is owed to Disney
CEO Bob Iger on deal making; his past,
smaller purchases of Pixar, Marvel,
and Lucasfilm were initially panned as
pricey and turned out to be profit
Face-off: Nelson
rocket ships. Even so, the financial
Peltz, left, co- upside from the Fox deal isn’t yet clear.
founder and CEO of Disney hasn’t articulated a clear
Trian Fund Manage-
ment, and Disney digital strategy for ESPN, says Trian.
CEO Robert Iger. True enough, but some strategic ambi-
11
guity might be in order. The basic prob-
lem with ESPN is that legacy cable was
an economic miracle that allowed it to
profit from households that watch
sports and those that don’t. It used this
power to bid sports-rights prices end-
lessly higher. Now, households are
ditching cable, so Disney must launch a
true ESPN streaming service, and not
just the add-on that is today’s ESPN+.
Only sports fans will pay, which means
that to fully replace TV’s economics,
pricing would have to be prohibitively
high. If it’s too low, profits will suffer
and legacy ESPN, which remains cash
generative, could shrink faster.
So, for now, Disney has said only
that it will launch full ESPN streaming
late next year, pricing to be determined.
Meanwhile, for cable defectors, it will
launch a skinny bundle of sports net-
works this fall with partners Fox and
Warner Bros. Discovery, with pric-
ing rumored at $30 to $50 a month.
The fast-growing gambling industry
adds new possibilities for ESPN to
profit. And perhaps the golden age of
cable is a poor benchmark.
“We shouldn’t cling to the high-wa-
ter mark for profitability as the defini-
tion of whether ESPN has evolved suc-
cessfully,” says Wolfe Research analyst
Peter Supino. “We should evaluate
ESPN’s prospects based on whether it’s
making money or not, and we think it
will continue to.”
Trian has recommended that Disney
evaluate two potential paths for ESPN.
One is to scale back streaming plans
and manage legacy ESPN for cash, but
that doesn’t square with accelerating
cable cancellations. The other is to
move forward in streaming with a
“bundle partner like Netflix.” It’s un-
clear how Disney sharing its ESPN
economics with its chief rival while
cannibalizing its remaining cable in-
come would, to borrow from the title of
Peltz’s slide deck, “restore the magic.”
Trian says that Disney’s board has
bungled its CEO succession efforts.
Indeed it has, and more than once.
Disney says it’s on the case now. We’ll
see. Trian says that the board allowed
Iger to make too much money. We’ll
leave that up for debate, but it compli-
cates matters that much of his pay was
tied to the stock, which was a world
beater for years before it suddenly,
decidedly, wasn’t. Disney says that
Iger’s pay is overwhelmingly tied to
performance today.
Disney should have high profit
margins in streaming, like Netflix,
Trian says. Disney counters that Net-
12 BARRON’S
Walt Disney
(DIS / NYSE)
$200
175
150
125
100
75
50
2015 ’16 ’17 ’18
Source: FactSet
flix has been at it for many years lon-
ger, and that it will break even in
streaming this year, about half the
time it took Netflix.
One could argue that Netflix envy
helped get Disney into its recent mess.
The stock market, through its adora-
tion of Netflix and disdain of legacy
media, voted that it wanted streaming
growth at any price, and Disney com-
plied. But after the pandemic and an
interest-rate shock, the market said it
would now prefer free cash flow,
thank you very much. Netflix has
grown to generate plenty of it. Disney
says it will cut $7.5 billion in yearly
costs. “How does a company allow
itself to get to a point where it has $7.5
billion of costs to cut?” asks Trian.
Good question.
Trian refers generically to fixing
Disney’s creative “flywheel,” and spe-
cifically to carrying out a board-led
review of its creative process. Uh oh.
One can imagine sought-after show-
makers spiffing up their résumés at
the thought of an octogenarian inves-
tor best known for slashing costs in
packaged foods weighing in on what
audiences want to see. Disney says
that under CEO-for-a-minute Bob
Chapek, the company centralized con-
tent-making and separated it from
distribution decisions and account-
ability on returns, which was bad for
business. It has restored decision-
making to creative leaders.
In show business, it can take years
for show and movie pipelines to clear,
and turnarounds to bear fruit. Disney
will try its luck at the box office this
year with Deadpool & Wolverine and
Moana 2, and next year with Fantastic
4 and a new Avatar. (Even more enter-
taining might be watching Disney and
the woke/broke folks square off over
March 18, 2024
’19 ’20 ’21 ’22 ’23 ’24
next year’s live-action remake of 1937’s
Snow White and the Seven Dwarfs,
where we understand that actors play-
ing the newly diverse “dwarfs” include
one female, and only one person with
dwarfism. Popcorn, please!)
Trian says it would “explore strate-
gic partnerships for noncore linear
assets,” which we’re pretty sure de-
scribes the cable television business. If
it means selling networks, who would
be the buyers, especially if Disney
retains the content capabilities, and
would the proceeds outweigh manag-
ing those networks for cash flow?
“Over the last decade, Parks & Re-
sorts has doubled revenue by $14 bil-
lion and tripled operating income,”
writes Trian, arguing that Disney
should be doing better, given its advan-
tages. Elsewhere, it writes that it would
“refine” the parks strategy to include
return targets on $60 billion in new
spending, plans to address competitive
threats, and a commitment to improv-
ing the guest experience.
But park attendance is riding high;
screen-obsessed consumers, it seems,
still want the occasional log flume ride
and hug from a Wookiee. Soaring
profits imply that for all the parkgoer
complaints—no more free Mickey
Mouse bus from Orlando’s airport,
dagnabbit—demand still exceeds sup-
ply, and funds put toward expansion
will be well spent.
Wolfe’s Supino gives credit to both
Peltz and Iger for Disney’s new focus
on profitability and accountability,
and says it has put the company in a
better position, but that Peltz’s
chance of a board win is “really low.”
The stock already reflects improved
fundamentals for now, he says, which
drives his rating: “We call it our fa-
vorite Neutral.” B
 March 18, 2024
The Energy Industry Rushes to
Embrace AI’s Electric Future
Energy companies increasingly cite artificial intelligence as a major driver of electricity
demand. But the grid could hold everything back.
BY TAE KIM
E
lon Musk recently made a
bold prediction about artifi-
cial intelligence—and not the
one about it being an exis-
tential threat to humanity.
Musk said that rising
demand for power-hungry
AI chips could soon lead to an electric-
ity shortage. “Next year, you will see
that they just can’t find enough electric-
ity to run all the chips,” the Tesla CEO
said at the Bosch ConnectedWorld con-
ference late last month.
While AI’s surging demand may
not lead to mass electrical outages, the
AI boom is already changing how data
centers are built and where they’re
located, and it’s already sparking a re-
shaping of U.S. energy infrastructure.
Illustration by Shira Inbar
Energy companies increasingly cite
AI power consumption as a leading
contributor to new demand. AES, a
Virginia-based utility, recently told
investors that data centers could con-
stitute up to 7.5% of total U.S. electricity
consumption by 2030, citing data from
Boston Consulting Group. The com-
pany is largely betting its growth on
the ability to deliver renewable power
to data centers in the coming years.
Sempra Energy, which operates
public utilities in California and Texas,
has cited AI as a major factor in its
growth, alongside the electrification
of the oil-and-gas industry.
New data centers coming on-line in
its regions ”represent the potential for
thousands of megawatts of new electric
load—often hundreds of megawatts for
just one project,” Sempra told investors
on its earnings call last month.
According to Boston Consulting
Group, the data-center share of U.S.
electricity consumption is expected to
triple from 126 terawatt hours in 2022
to 390 terawatt hours by 2030. That’s
the equivalent usage of 40 million U.S.
homes, the firm says.
Much of the data-center growth is
being driven by new applications of
generative AI. As AI dominates the
conversation, it’s likely to bring
BARRON’S
renewed focus on the nation’s energy
grid.
Siemens Energy CEO Christian
Bruch told shareholders at the com-
pany’s recent annual meeting that elec-
tricity needs will soar with the growing
use of AI. “That means one thing: no
power, no AI. Or, to put it more clearly:
no electricity, no progress.”
The technology sector has already
shown how quickly AI can recast long-
held assumptions. Chips, for instance,
driven by Nvidia, have replaced soft-
ware as tech’s hottest commodity.
Nvidia has said that the $1 trillion
invested in global data-center infra-
structure will eventually shift from
traditional servers with central process-
ing units, or CPUs, to AI servers with
graphics processing units, or GPUs.
GPUs are better able to power the par-
allel computations needed for AI.
For AI workloads, Nvidia says that
two GPU servers can do the work of a
thousand CPU servers at a fraction of
the cost and energy. Still, the better
performance capabilities of GPUs is
leading to more aggregate power usage
as developers find innovative new ways
to use AI.
The overall power consumption
increase will come on two fronts: an
increase in the number of GPUs sold
per year and a higher power draw from
each GPU. Research firm 650 Group
expects that AI server shipments will
rise from one million units last year to
six million units in 2028. According
to Gartner, most AI GPUs will draw
1,000 watts of electricity by 2026, up
from the roughly 650 watts on average
today.
Ironically, data-center operators will
use AI technology to address the power
demands. “AI can be used to improve
efficiency, where you’re modeling tem-
perature, humidity, and cooling,” says
Christopher Wellise, vice president of
sustainability for Equinix, one of the
AI's Heavy Demand
Driven in part by AI, data centers are expected to account for
an increasing portion of U.S. electricity usage.
% of U.S. electricity consumption (in terawatt hours)
10%
8
2030
7.5%
6.5%
6
4 infrastructure issue,” he says. “Power
2.5%
2 2.0%
0 74 TWh 126 TWh 335 TWh 390 TWh
2020 2022 2030 min. 2030 max.
Note: 2030 estimate represents a range depending on future usage of generative AI.
Source: Boston Consulting Group
13
nation’s largest data-center companies.
“It can also be used for predictive
maintenance.” Equinix states that
using AI modeling at one of its data
centers has already improved energy
efficiency by 9%.
Data centers will also install more-
effective cooling systems. Vertiv Hold-
ings, a leading provider of power and
cooling infrastructure equipment, says
that AI servers generate five times
more heat than traditional CPU servers
and require 10 times more cooling per
square foot. AI server maker Super
Micro Computer estimates that
switching to liquid cooling from tradi-
tional air-based cooling can reduce
operating expenses by more than 40%.
But cooling, AI efficiency, and other
technologies won’t fully solve the
problem of satisfying AI’s energy
demands. Certain regions could face
issues with their local grid. Histori-
cally, the two most popular areas to
build data centers were Northern Vir-
ginia and Silicon Valley. The regions’
proximity to major internet backbones
enabled quicker response times for
applications, which is also helpful for
AI. (Northern Virginia was home to
AOL in the 1990s. A decade later, Sili-
con Valley was hosting most of the
country’s online platforms.)
Today, each region faces challenges
around power capacity and data-center
availability. Both areas are years away
making from the grid upgrades that
would be needed to run more data
centers, according to DigitalBridge
Group, an asset manager that invests
in digital infrastructure.
DigitalBridge CEO Marc Ganzi says
the tightness in Northern Virginia and
Northern California is driving data-
center construction into other markets,
including Atlanta; Columbus, Ohio;
and Reno, Nev. All three areas offer
better power availability than Silicon
Valley and Northern Virginia, though
the network quality is slightly inferior
as of now. Reno also offers better access
to renewable energy sources such as
solar and wind.
Ultimately, though, Ganzi says the
obstacle facing the energy sector—and
future AI applications—is the country’s
decades-old electric transmission grid.
“It isn’t so much that we have a
power issue. We have a transmission
is abundant in the U.S., but it’s not
efficiently transmitted or efficiently
distributed.”
It’s one more problem that AI will
need to solve. B
 14
PayPal Stock Has Fallen Far
Enough. It’s Time to Buy.
The once-highflying payments company now trades at the valuation of a
midsize bank. The path to a comeback is simpler than the Street expects.
BY BEN LEVISOHN
P
ayPal Holdings has gone
from being one of the most
expensive stocks to one of
the cheapest—and it’s now
cheap enough to buy.
The name PayPal used to
be ubiquitous in online pay-
ments, and the company had the
growth to prove it. Its Venmo service,
for example, was especially popular
with younger users, while using its
namesake service was the default
choice for many while shopping online.
But Apple and Alphabet’s Google
Illustration by George Wylesol
ramped up their own payment options
and other companies ventured into the
space. As online shopping cooled fol-
lowing the pandemic, that growth
evaporated. PayPal was forced to pivot
to less-profitable products, such as
providing white-label payment services
to online companies.
That pressured PayPal’s gross mar-
gins, which dropped to 45.8% in the
fourth quarter of 2023 from 55.9% in
2020. Its shares have plunged 80%
since peaking in 2021, leaving it with a
market cap of $67.4 billion—and leav-
ing investors wondering about the fu-
ture of the beleaguered company.
The bad news is that PayPal will
never return to the growth of old. The
good news is that it doesn’t need to.
With a new CEO, Alex Chriss, leading
the charge, change is coming. The com-
pany is becoming leaner and more fo-
cused, with new initiatives aimed at
stemming the decline in profit margins
and boosting earnings. With the stock
trading in line with regional banks, it
wouldn’t take a lot of good news—just
less bad news—for shares to start
bouncing back.
“PayPal is trading like a coal mine
that has a finite life,” says David Rolfe,
chief investment officer at Wedgewood
BARRON’S
Partners. “It won’t take a whole lot to
get it rerated.”
The company does have work to
do—and it knows it. At its “innovation
day” on Jan. 25, management said it
“would shock the world.” It fell far
short of doing that. Chriss laid out
steps to address PayPal’s big issues,
including making it easier for people to
use it to make purchases, increasing
profits on its white-label offerings, and
focusing on innovation in core prod-
ucts. Most of these were expected,
however, and the company didn’t cite
numbers along with the initiatives. The
stock fell 3.7% that day.
Still, PayPal did offer some initia-
tives that could yet pay off. J.P. Morgan
Securities analyst Tien-Tsin Huang
notes that the company is focused on
innovating at a faster pace. Its new
Fastlane service can autofill personal
information and credit card data,
Huang writes. PayPal said this could
significantly increase the completion
rate for transactions. Huang has a $70
price target on the stock, up 11% from
Friday’s $62.85 close.
PayPal’s latest earnings report, re-
leased on Feb. 7, was another disap-
pointment that might eventually be
regarded favorably. While it beat
fourth-quarter earnings and sales esti-
mates, management set 2024 guidance
at $5.10 a share, below the Street con-
sensus for $5.48 and down from esti-
mates for $7.20 in March 2022.
Monness Crespi Hardt analyst Gus
Galá called the guidance “disappoint-
ing,” though he argued that it could be
a savvy move if the company’s innova-
tions pay off with better-than-expected
results. He has a price target of $80 on
the stock, up 27%.
None of this would matter if PayPal
didn’t look downright cheap. It trades
at 12.2 times 12-month forward earn-
ings forecasts, down from a peak of 57.3
times in July 2021. Back then, PayPal
was growing faster than banks—and
taking market share from them. Now
it’s a mature company in a maturing
industry, with slower growth and more
competition—and it’s priced like a mid-
Pay It Forward
PayPal looks too much like a bank, and not enough like a fintech.
Company / Ticker Recent Price YTD Change
PayPal Holdings / PYPL $62.50 1.9%
PNC Financial Services Group / PNC 152.68 -1.5
U.S. Bancorp / USB 43.69 1.0
Block / SQ 85.96 11.0
*12-month forward price/earnings ratio
March 18, 2024
size bank stock. That’s like calling Op-
penheimer just another bio flick.
“It’s a less attractive company in
terms of growth potential, but a more
attractive investment from a valuation
perspective,” says Aswath Damodaran,
a professor at New York University’s
Stern School of Business.
At this point, PayPal is a show-me
story, says Wedgewood’s Rolfe, a com-
pany that will have to prove to inves-
tors that margins can bottom and
growth can accelerate. It will have a
chance to show that some progress is
being made when it reports first-quar-
ter earnings, likely in May. It’s expected
to report earnings of $1.22 a share on
sales of $7.5 billion. If it can beat those
numbers, a bet on its stock might fi-
nally pay off.
Of course, that’s a big if. Of the fi-
nancial companies in the S&P 500
index, PayPal’s valuation most resem-
bles U.S. Bancorp, which has a mar-
ket value of $65.6 billion and a price/
earnings ratio of 11 times 2024
earnings, and PNC Financial Ser-
vices Group, which has a market
value of $59.9 billion and a P/E of 12.
It changes hands at less than half the
multiple of fintech companies like the
$49.4 billion Block, which fetches
24.8 times earnings. PayPal plans to
buy back $5 billion of its shares,
which could prove to be a savvy move
if the stock can head higher. B
PayPal Holdings
(PYPL / Nasdaq)
$350
300
250
200
150
100
50
0
2022 ’23 ’24
Source: FactSet
Market Value (billion) Valuation*
$64.3 11.5
60.1 11.9
67.3 10.9
50.3 23.9
Source: FactSet, Dow Jones Market Data
 March 18, 2024
It Isn’t Too Late to
Buy Japanese Stocks
Seemingly small changes by policy makers and companies remade
Japan’s corporate culture, and investors are cashing in.
BY RESHMA KAPADIA
T
he eye-popping gains in
U.S. technology stocks
have made the S&P 500
index the envy of the
world. But another market
has quietly logged similar
returns over the past
decade, is cheaper, and is primed for
further gains: Japan.
Japan’s benchmark Nikkei 225
returned 217% over the past decade in
yen terms—118% for U.S. dollar–based
investors who were unhedged. That
isn’t far from the S&P 500’s 237%
gain, yet Japan hasn’t drawn nearly
the same attention from investors.
The Nikkei’s recent record high—
surpassing a level last hit in 1989,
before the country’s asset bubbles
burst and the economy sank into a
deflationary spiral—leaves investors
wondering whether it’s too late to get
in. The short answer is no.
“It’s a different market from even
10 years ago. It’s just fundamentally
an unrecognizable place,” says Drew
Edwards, a partner at GMO and head
of GMO’s Usonian Japan Equity team,
who has been managing portfolios in
Japan since the early 2000s.
A big part of that is a series of
seemingly small changes that are
remaking Japan’s corporate culture.
That renewed optimism is supported
by the return of inflation, allowing
Japanese workers to see the first wage
increase in decades and businesses
to inch up prices. Also helping is a
wave of foreign direct investment
from companies looking to diversify
Sergio Delle Vedove/Alamy
supply chains, drawn to Japan’s tech-
nological base and relatively cheaper
costs amid a weak yen.
Profits for Japanese companies are
roughly triple what they were when
the Nikkei hit its 1989 highs. The mar-
ket’s gain over the past 10 years has
tracked earnings growth: The Tokyo
Stock Price Index, or Topix, is up
nearly four times, while consensus
earnings per share have grown about
3.5 times since the end of 2012. At
15.6 times expected 2024 earnings,
the Topix trades for even less than
the 17 times it did a decade ago,
though return on equity has almost
doubled, to 10%.“The quality of earn-
ings of Japanese companies has im-
proved massively,” says Masakazu
Takeda, portfolio manager for SPARX
Asset Management. The firm subad-
vises the $400 million Hennessy
Japan fund (ticker: HJPNX).
Japan fell off investors’ radar, as
many equated deflation with lousy
BARRON’S
stock returns. Optimism about re-
forms introduced by former Prime
Minister Shinzo Abe in 2014-15
piqued investor interest, then waned
as progress slowed. But over the past
10 years, those changes have seeped
into corporate culture, improving re-
turns on equity and capital and paving
the way for further improvement.
“There is a very different level of
dynamism—a better understanding
of profitability and corporate gover-
nance structure, which makes me very
excited about being an investor,” says
Donald Farquharson, a manager of
Baillie Gifford’s $16 billion interna-
tional alpha strategy, and an investor
in Japanese equities for about 35 years.
That change comes amid a genera-
tional shift in leadership. Incoming
chief executives are in their 50s and
lack the nostalgia for the way it was
during Japan’s boom times of the
1980s, according to Edwards. The
2011 earthquake and nuclear crisis
created a backlash against entrenched
political leadership, opening a path to
Japan’s benchmark policies ushered in by Abe, who was
Nikkei 225 returned assassinated in 2022.
217% over the past
decade in yen
The concept of independent direc-
terms—not far from tors or investor representatives on
the S&P 500’s 237% boards was foreign a decade ago.
gain. Below, Shibuya
Scramble Crossing Now, a majority of Japanese compa-
in Tokyo. nies have more independent boards,
15
and 20% have a majority of indepen-
dent members.
In the past, investors found it next
to impossible to meet with manage-
ment. Now, they are often solicited for
their views. Corporate presentations
focus on metrics that investors care
about, such as return on equity.
Major institutions are supporting
these changes rather than resisting
them. One reason: The government
has to fund significant pension liabili-
ties, and the Bank of Japan is one of
the largest owners of Japanese equi-
ties. The backdrop is more hospitable
for activist investors and private-
equity firms as they nudge companies
to divest noncore assets and find other
ways to unlock value. Management
sees such overtures as a catalyst, says
Shuntaro Takeuchi, manager of the
$703 million Matthews Japan fund
(MJFOX), which has beaten 70% of its
peers over the past year by focusing
on quality growth companies.
When a large company increases
dividends or buys back shares, others
tend to follow, Takeuchi says. Japa-
nese companies are sitting on net
cash of $1.5 trillion, and Takeuchi
expects more buybacks and divi-
dends ahead. In 2023, companies
bought back about 9.6 trillion yen
($65 billion) in stock—less than what
Apple alone bought back in fiscal
2023. “This movement is still in the
early innings,” Takeuchi says.
The push to shake up the corporate
culture was a byproduct of a scandal
at Mitsubishi Electric. An investiga-
tion found that management had
cheated on inspections, leading to a
wave of resignations and a jolt to the
electronics giant, where quality con-
trol was a key part of its appeal.
The shock allowed incoming CEO
Kei Uruma to improve the quality of
the board, recruit from outside, re-
structure unprofitable businesses and
divest noncore assets, and reallocate
money into stronger businesses, says
Edwards. While the margins in some
of the company’s businesses have taken
a hit and return on equity has fallen to
8% as the economy slowed, he sees it
as only a matter of time until return
on equity gets back to double digits.
These types of changes are fueling
investor optimism even as an aging
population and a mountain of national
debt threaten to keep a lid on growth.
In the latter half of last year, Japan’s
economy nearly tipped into a recession.
Weakness in China, one of its largest
trading partners, also poses a risk.
16
While much of the developed
world has been trying to fight infla-
tion, Japan has welcomed the initial
glimpses of rising prices after de-
cades of deflation. The pandemic and
supply-chain disruptions served as a
spark, but Takeda sees signs that
inflation could be more than fleeting.
In February, Japan reported core
inflation of 2.5%.
Though Japan’s population topped
out in 2008, its working-age popula-
tion has remained relatively steady as
more women entered the workforce
and companies rehired older workers.
But now, there are fewer people left
to pull into the labor pool, raising the
risk of shortages and pressuring
wages, Takeda says.
In union negotiations last spring,
workers in the nation’s largest labor
federation saw a 3.6% increase in
wages—the first in decades. They will
see another 5.3% increase this year.
That should help nudge Japanese
households to spend more, especially
those with dual-income couples.
Meanwhile, companies are using the
hints of inflation as a way to increase
prices for the first time in years.
These glimpses of inflation are also
pushing Japanese households to re-
think where to park money that they
stashed in cash for decades. The gov-
ernment has overhauled the Nippon
Individual Savings Account, known
as NISA, that allows Japanese individ-
uals to invest tax-free in Japanese
stocks—a bit like 401(k) accounts.
The aim is to get at roughly half of
the JPY2,000 trillion ($13.5 trillion)
Round Trip
The Nikkei’s recent record passed a level it last hit more than three decades ago.
Nikkei 225 Index
40,000
35,000
30,000
25,000
20,000
15,000
10,000
5,000
0
1985 1990 1995 2000
Source: FactSet
BARRON’S March 18, 2024
Growth and Value and acquisitions, especially as the
These companies offer ways to play Japan’s resurgence stock exchange pushes companies to
increase returns and the Ministry of
Company / Market Recent Forward
Ticker Value (billion) Price P/E Comment Trade revises guidelines on acquisi-
Keyence / $114.9 ¥69,970 42.9 Advanced-sensor maker seeing strong demand as more
tions in a way that should drive fur-
6861.Japan companies turn to automation, AI
ther consolidation. Japan is home to
roughly 3.8 million small and midsize
Kyudenko / 2.9 6,039 13.4 Well positioned for building boom as Taiwan Semi and
companies, of which 2.5 million are
1959.Japan others build fabs in Japan
run by a founder over the age of 70.
Mitsubishi Electric / 34.1 2,362.5 17.5 Recent scandal led new CEO to make changes that Half of them don’t have successors in
6503.Japan could double return on equity place, says Farquharson.
Nihon M&A Center 2.2 970.7 26.8 Stands to benefit from increasing deal volume, especially Nihon M&A Center Holdings
Holdings / 2127.Japan as older founders look for an exit stands to benefit. The company is
Orix / 8591.Japan 23.9 3,120 9.4 Financial giant whose hotel, airport concession using artificial-intelligence tools to
businesses are well positioned for rebound in tourism match businesses to boost productiv-
ity, and Farquharson expects a return
Source: FactSet to sales and profit growth, given the
pickup in deal values. The stock
trades at 26 times next year’s earn-
of savings Japanese households have rethinks supply chains, the weak yen ings, below its five-year average
in cash. So far, just 1% of households makes Japan an attractive destination, valuation of 47.
have savings in NISA vehicles, with not just as a geopolitical hedge but For U.S. investors, currency fluctu-
11% of total household savings in also in terms of costs. ations are a wild card. The weak yen
stocks. The last time the market was Kyushu, the southernmost of has helped propel Japanese stocks,
at these levels, in 1989, a fifth of Japa- Japan’s four islands, is becoming and hedged investors did better, as
nese households’ savings were in a hub to semiconductor production they didn’t lose some of the value by
stocks. Even a 10% shift into stocks as Taiwan Semiconductor Manu- converting yen investments back to
could add another catalyst for the facturing builds a fabrication plant dollars. As the U.S. and Europe possi-
market. there. The company has also an- bly begin cutting interest rates this
The composition of Japan’s stock nounced plans to build a second fab in coming summer, the Bank of Japan is
market also bodes well for further Kyushu and is thinking about a third. inching out of the negative-rate terri-
gains, with one of the largest weight- One way to tap into the opportunity is tory that it has been sitting in since
ings in technology stocks outside of Kyudenko, a construction company 2016. The BOJ could abandon its
the U.S. Many of the same trends are helping to build the electricity infra- yield-curve control—essentially
at play to boost demand for technol- structure on Kyushu. The stock trades removing a peg that kept 10-year
ogy companies, including chip mak- at just 13 times forward earnings. The government debt at zero percent and
ers. The country is home to a host of dividend payout ratio is less than 30% pivoting away from its negative-rate
inputs into the latest technology de- of earnings, even though the company policy—as early as this month. The
vices, with 42% of the value in Apple’s generates lots of cash and manage- bank is expected to move slowly in
Vision Pro, for example, coming from ment has acknowledged that share- raising rates, but the shift could
Japanese components. As the world holder distributions are on its agenda. strengthen in the near term and
As countries build out production create some market volatility.
hubs in higher-cost countries and Longer term, the yen’s strength is
face their own aging-worker cliffs, likely to be capped, as the country is
automation is in increased demand. still heavily dependent on energy im-
That means more business for Key- ports and its data needs require cloud
ence, which makes machine sensor services from the likes of Amazon-
ends needed in automation. The com- .com’s Amazon Web Services and
pany has long been a favorite of in- Microsoft’s Azure, Takeuchi says.
vestors, trading at a hefty 45 times For now, the weaker yen is boost-
earnings. But its business has grown ing tourism. Orix, Japan’s largest
at double the rate of automation glob- financial-services company, stands
ally, and Farquharson sees increased to benefit and trades at just 10 times
use of its sensors as automation next year’s earnings. As travel re-
moves beyond the auto sector into bounds from the pandemic lull,
other areas like logistics. Orix’s businesses—operating hotels
That should allow the company to and traditional Japanese hot spring
sustain the roughly 15% earnings and inns and concessions at Kansai Inter-
sales growth it averaged over the past national Airport in Osaka, one of
decade. Though it is extremely profit- the main gateways into the country—
able, the company has struggled to stand to recover. If interest rates con-
reinvest its cash, with a founder reluc- tinue to creep toward a more normal
2005 2010 2015 2020
tant to do buybacks or acquisitions, level, Orix’s leasing business could
Farquharson adds. also see a rebound, says Takeda, who
The market is also ripe for mergers owns the stock. B
March 18, 2024
THE EC ONOMY
Higher Interest
Payments Are Sapping
Public’s Confidence
Y
ou don’t need a weath-
erman to know which
way the wind blows,
Bob Dylan famously
observed. But what if
your smiling television
meteorologist tells you
it’s warm and sunny while you see a
cold drizzle outside your window?
That’s the contradiction felt by con-
sumers who evince sharply lower confi-
dence than before the pandemic, despite
falling inflation, the lowest unemploy-
ment rate in half a century, and the
stock market at an all-time high.
One explanation for the disconnect
is suggested in the title of a new Na-
tional Bureau of Economic Research
working paper: “The Cost of Money
Is Part of the Cost of Living.” (Hat tip
to Joseph Carson, former chief econo-
mist at AllianceBernstein, for passing
it along.)
Concerns about borrowing costs
are the highest since the late 1970s
and early 1980s, when the Federal
Reserve, under former Chairman Paul
Volcker, pushed interest rates past
20% to crush then-raging inflation,
according to the paper by Marijn A.
Bolhuis of the International Monetary
Fund and Judd N.L. Cramer, Karl Os-
kar Schulz, and Lawrence Summers,
all of Harvard University.
When those expenses are reflected
in measures such as the consumer price
index and felt in families’ budgets, price
pressures are much more acute than
government data suggest.
No wonder that inflation ranks at
the top of voters’ concerns, along with
immigration. Given that higher interest
rates are the main medicine the Fed has
BARRON’S
to reduce inflation, the side effect for
some consumers is nearly as bad as the
cure.
This paper provides an alternative
backed by data and analysis to the
popular meme of a “vibecession.”
It’s more than bad feelings weighing
BY RANDALL on consumers. It’s a much bigger
W. FORSYTH monthly nut from the borrowing
expenses they shoulder that the CPI,
as currently constructed, ignores.
The authors note that when econo-
mist Arthur Okun proposed the Mis-
ery Index back in the 1970s, the CPI
reflected housing finance costs. In
1983, the index was revamped with
“owner’s equivalent rent” supplanting
the cost of buying a house.
The idea was that a home was both
an investment and a service providing
a roof over your head; an imputed rent
Why So Glum?
Despite good economic data and stocks at records, high interest costs are
weighing on consumers' mood, according to a new paper.
University of Michigan Consumer Sentiment Index
110
100
90
80
70
60
50
40
March ’19 ’20
2018
Source: Bloomberg
If personal interest payments and the higher cost
of homeownership were captured in CPI, the
recent annual inflation rate would have been 9%.
was supposed to focus only on the
latter while leaving out the investment
aspect. The practical impact was to
lower the CPI during periods of home-
price inflation, thus tamping down
things such as Social Security pay-
ments tied to the index.
Due to the sharp rise in mortgage
rates—30-year fixed-rate loans have
jumped to about 7% from a historic
low of about 3%—the cost of home-
ownership in the CPI has more than
doubled since the pandemic, the pa-
per’s authors find. That’s because
home prices have jumped 40%, and
mortgage rates, more than 140%.
To be sure, the average cost for home-
owners hasn’t as much, especially for
those who bought before the pan-
demic surge in prices and have low
mortgage rates or no mortgages at all.
But that’s not the point of the alter-
native measure, the authors write.
Prospective home buyers face inflated
house prices and high mortgage rates.
Add to that the scant availability of
homes for sale and the relative scar-
city of newly built houses.
The paper also discusses the omis-
sion from CPI of borrowing costs for
automobiles, which are almost always
financed. Adding those finance ex-
penses, rather than just the headline
costs for car buyers, would have fur-
ther increased inflation measures.
If both personal interest payments
’21 ’22 ’23 ’24
17
(from auto loans, credit cards, and
other consumer credit) and the higher
cost of homeownership were ac-
counted for in the CPI, the year-over-
year inflation rate last November
(when the study was done) would
have been 9%, three times the re-
ported 3% increase in the cost of liv-
ing, the authors find.
So, it’s not surprising that Ameri-
cans report that inflation is squeezing
families’ budgets and leaving them
strapped. That’s reflected in the rela-
tively low consumer confidence read-
ings in the University of Michigan sur-
veys, despite the jobless rate holding
under 4% for nearly two years, the
longest such skein since the 1960s.
With the stock market at record
highs and the share of U.S. families
owning equities at the highest level
since 1989, the U. Mich. confidence
index has recovered from its 2022 na-
dir, writes John Higgins, chief markets
economist at Capital Economics. Still,
that consumer confidence index re-
mains well below its prepandemic
levels of late 2019 and early 2020.
The inflation that the public feels
is a major negative facing President Joe
Biden’s re-election effort. While the
administration continues to tout its
progress in lowering inflation and the
jobless rate, there is little it can do to
lower the interest burden that also is a
major source of Americans’ economic
pain. It has avoided jawboning the Fed
to lower policy rates, unlike its prede-
cessor and in keeping with the central
bank’s independence.
Part of Americans’ interest-rate
angst might reflect the shock of adjust-
ing after the artificially low borrowing
costs that the Fed’s zero-rate policies
imposed following the financial crisis
of 2008-09 and the onset of Covid. The
paper’s authors note that what matters
most to consumers is the percentage
increase in interest costs they face, not
the rise in percentage points.
The free lunch of historically low
interest is over. Even as unemploy-
ment remains low and the CPI has
receded from its four-decade pan-
demic peak, normalized interest costs
weigh on Americans’ budgets. And
they’re not happy about it, even with
stock prices at records. B
18
Top Women in
U.S. Finance:
Blazing
New Trails
Barron’s annual list of the 100 Most
Influential Women in U.S. Finance honors
established and emerging leaders.
I
t has been only 50 years
since the Equal Credit Op-
portunity Act allowed
women to obtain their own
credit cards. Fortunately,
the world has changed
greatly since then. Women
now steer some of the coun-
try’s biggest banks and
asset managers, navigate
monetary and fiscal policy,
and fund what could be the market’s
next Magnificent Seven companies.
Some of these women are on Bar-
ron’s fifth annual list of the 100 Most
Influential Women in U.S. Finance,
which honors established and emerg-
ing leaders in financial services, the
corporate world, and government who
are shaping the economy, markets,
and industry in meaningful ways.
Women now account for a record
10% of Fortune 500 chief executives
and hold more than a third of all S&P
500 board seats, even though female
representation in the corporate world
lags behind that seen in areas such as
medicine and Congress.
This year’s roster includes 23 new-
comers, including several women
whose titles might belie their influ-
ence. That includes Titi Cole, head of
Legacy Franchises at Citi, whom the
bank’s CEO, Jane Fraser—also an hon-
oree—tapped to lead recent divesti-
tures. Fraser describes Cole as an “ad-
viser, mentor, and friend” to a deep
network of senior leaders.
Federal Reserve officials and gov-
ernment leaders are well represented
on this year’s list. One newcomer,
Commerce Secretary Gina Raimondo,
is helping to navigate a changing U.S.-
China relationship and spur a domes-
tic manufacturing revival as she im-
plements the country’s biggest
industrial-policy program in decades.
The role of chief financial officer is
one area of the C-suite in which
women continue to make strong gains.
The number of female CFOs at For-
tune 500 and S&P 500 companies has
more than doubled to 58 in 2023, up
from 25 a decade prior, according to
executive search firm Crist|Kolder.
This year’s list includes two addi-
tional CFOs—Colette Kress, of
Nvidia, the semiconductor-chip pow-
erhouse that has rocketed past a $2
trillion market capitalization, and
BARRON’S
BY RESHMA
KAPADIA
Kathryn Mikells, the first CFO in the
history of Exxon Mobil.
Mikells tells Barron’s that the role—
as someone new to the industry, and
on the heels of a proxy battle—repre-
sents the “biggest stretch” of her ca-
reer. But she has pulled from her ex-
perience at Diageo and United
Airlines Holdings during its bank-
ruptcy proceedings and leaned into
her outsider status to repair investor
relations; complete acquisitions, in-
cluding that of Pioneer Natural Re-
sources; and help the energy com-
pany achieve a better financial
performance than many peers.
Mikells sees managing the business
as a team sport and quotes an African
proverb that serves as her guide: “If
you want to go quickly, go alone. If
you want to go far, go together.”
Barron’s list relies on both external
and staff nominations, and is chosen
Laela Sturdy, above,
is head of CapitalG, by a panel of writers and editors. We
Alphabet’s $7 billion consider only women working in the
independent late-
stage growth fund.
U.S. The volume and caliber of this
She is one of just a year’s nominations speaks to the much
handful of women larger sphere of female talent influenc-
leading an estab-
lished venture firm ing the industry, markets, and policy.
of this size solo. Our London-based sister publica-
March 18, 2024
tion, FN, publishes an annual list of
the 100 Most Influential Women in
Finance in Europe.
Barron’s list isn’t a ranking; it is
presented alphabetically. It is com-
posed of women in money manage-
ment, investment research, banking,
trading, brokerage, advisory services,
economics, financial technology, pub-
lic policy, and advocacy. It also in-
cludes CFOs of nonfinancial compa-
nies, but not CEOs.
The influence of the honorees often
extends well beyond their organiza-
tions, with many dedicating consider-
Photographs (from left) by Katie Thompson; Lucy Hewett
able time to philanthropic pursuits
and addressing the “broken rung” of
the career ladder, where women’s ca-
reer trajectories increasingly have
stalled.
New honoree Katie Koch, a former
Goldman Sachs executive who is now
the head of TCW Group, highlighted
fellow newcomer Sheila Patel, a former
Goldman executive who is now a gen-
eral partner at B Capital, for her work
creating “extraordinary success for the
women she mentors and sponsors.”
Barron’s plans to publish a profile
of each of the women on the list in the
March 18, 2024
coming weeks. But an early introduc-
tion to some of our newcomers high-
lights the eclectic paths and career
pivots that have taken them to the top
in their respective fields.
Take Joanna Welsh, chief risk officer
at Citadel, whose process-driven ap-
proach to risk management is credited
with helping the hedge fund firm to
become the most profitable ever among
its peers. The lead risk watcher in a sea
of risk takers didn’t start out in finance
and knew little about hedge funds
when she first dived into the industry.
Intrigued as a teenager by The Selfish
Gene, a book about evolution, Welsh
went on to study molecular biology
and genetic engineering at the Univer-
sity of Oxford with its author, biologist
Richard Dawkins. Put off by the pace
of academia and the research process,
Welsh later pivoted to consulting,
banking, and then the world of hedge
funds.
The ability to work closely with a
hedge fund founder, the relatively
minimal bureaucracy of such firms,
and the need to become a domain ex-
pert to survive drove Welsh to the
industry. She worked at Tudor Invest-
ment, where she rose to the position of
chief risk officer in 2008, and joined
Citadel in 2017.
“Joanna’s work has underpinned
much of our recent success,” wrote
Citadel CEO Ken Griffin in an email,
describing Welsh as one of the most
driven leaders with whom he has
worked in finance.
That drive comes through in Welsh’s
nonwork life, as well. A longtime gym
rat, she dived into the world of amateur
powerlifting in 2012, racking up a se-
ries of wins in three years, including a
silver medal representing the U.S. in
the International Powerlifting Federa-
tion World Championships and a U.S.
national championship. “I didn’t have
10 hours a day to work on this, so I had
to do experiments on myself and fail
fast and learn,” Welsh says.
Welsh’s path to championships is
“metaphorically perfect” in describing
her job performance, wrote former
boss Paul Tudor Jones via email: “As a
risk manager, Joanna reminds me of a
honey badger—fearless, relentless,
and hyperfocused.”
As Welsh nurtures the next genera-
tion of risk watchers, she stresses the
need to filter out the noise, especially
in a world of ever more data. Her ad-
vice to excise minutiae: “What’s my
job? Go back to the mission and [ask]
where the firm gets the most value.”
Clarity of purpose is a thread that
also runs through the career of list
newcomer Carole Brown, head of the
asset management group at PNC Fi-
nancial Services Group. Brown has
worked in both the public and private
sectors, building a versatile skill set.
She made her name as an investment
banker focused on municipal finance
in Chicago, and later became the city’s
chief financial officer. Then it was
back to PNC, where she now runs one
of the three core business units of the
country’s sixth-largest bank.
The close ties between Chicago’s
civic and business communities led to
numerous opportunities for Brown,
who studied government at Harvard
University and finance at the Kellogg
School of Management at Northwest-
ern University. While still structuring
municipal finance deals at Lehman
Brothers, Brown took on the addi-
tional role of chairwoman of the Chi-
cago Transit Authority, rebuilding the
city’s brown line and forging a rela-
tionship with Rahm Emanuel, who
eventually became Chicago’s mayor
and now serves as the U.S. ambassa-
dor to Japan.
During her tenure as Chicago’s
CFO, Brown shrank the city’s budget
deficit, putting its finances on steadier
footing with measures like cutting
healthcare costs, selling land assets,
and zero-based budgeting. Her foray
into Chicago’s political system rein-
forced Brown’s reputation as someone
adept at analyzing complex situations
who “doesn’t suffer fools easily,” in the
words of friend and former colleague
Kym Arnone, head of municipal fi-
nance at Jefferies.
Brown also earns high marks for
her work at PNC. “She is purposeful
in the sense that she figures out a
place where she wants to get to and
drives hard at it,” says PNC CEO Bill
Demchak.
In the past 18 months, Brown has
spearheaded initiatives that have in-
creased the bank’s combined client
assets under administration by $43
billion, to $368 billion. Many of those
efforts have focused on building sup-
port for the national expansion of the
business, after Pittsburgh-based PNC’s
2021 acquisition of BBVA’s U.S. bank-
ing operations. Efforts range from inte-
grating technology and restructuring
operations to finding better ways to
serve Hispanic and Latino clients, who
traditionally have been underserved by
the asset-management industry.
Brown sits on PNC’s management
BARRON’S
committee, only the second person of
color to do so. “It took me a minute to
get comfortable being a voice around
that table,” she says, noting that the
industry and company are still domi-
nated by white men. “I’m figuring out
how to both drive the objectives of the
business and business performance
and be authentically me and give voice
to people who don’t generally have a
voice in those settings.”
Service is important to Brown, a
board member of the Red Cross, the
Illinois Council Against Handgun
Violence, and the Steppenwolf The-
ater. She says she loves being around
the energy of the theater and wants to
help preserve its creativity, as the-
aters, including Steppenwolf, suffered
during the Covid pandemic.
Laela Sturdy, a venture capitalist
and another new name on the list, also
pivoted several times on the way to
becoming one of the biggest tech in-
vestors.
Sturdy has invested in four so-
called decacorns, or privately held
start-ups valued at $10 billion or
more. Early stakes in fintech Stripe,
Duolingo, and software company
Carole Brown, right,
formerly Chicago’s
chief financial offi-
cer, now runs the
asset management
group at PNC, the
country’s sixth-larg-
est bank. She has a
reputation as some-
one adept at analyz-
ing complex situa-
tions who “doesn’t
suffer fools easily.”
19
UiPath cemented her reputation as a
savvy investor in emerging technolo-
gies, but her promotion last year to
managing partner of CapitalG, Alpha-
bet’s $7 billion independent late-stage
growth fund, makes her one of just a
handful of women leading an estab-
lished venture firm of this size solo.
Almost two-thirds of U.S. capital-
management firms still don’t have any
female partners.
Born in Jamaica and raised in
South Florida, Sturdy loved school
and was drawn to innovation. After
studying biochemistry at Harvard
University, earning a Master’s degree
at Trinity College in Dublin, and at-
tending Stanford University’s Gradu-
ate School of Business, she spent sev-
eral years at Google launching and
growing domestic and international
businesses, and was part of the lead-
ership teams for YouTube and Google
Search. Sturdy then decided to swap
her hat as an operator for one as an
investor at CapitalG.
“She has the performance mind-set
of the investment business but also a
respect and kindness that isn’t associ-
ated with it,” says Gene Frantz, a gen-
20 BARRON’S March 18, 2024

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March 18, 2024 BARRON’S 21

Kourtney Gibson Jennifer Johnson Ida Liu Holly O’Neill Joan Solotar
Senior Executive President, CEO Global Head President, Retail Global Head of Private
Vice President, Chief Banking Wealth Solutions
Franklin Resources Citi Private Bank

The
Institutional Client
Bank of America Blackstone

100
Officer
Jody Jonsson Lorie Logan
TIAA Vice Chair, Capital President, CEO Sheila Patel Liz Ann Sonders
Group; President, Vice Chair, General Chief Investment
Federal Reserve Bank of
Nili Gilbert Capital Research and Partner Strategist
Dallas
Vice Chairwoman Management Co.
B Capital Charles Schwab
Carbon Direct Capital Group Saira Malik
Chief Investment Penny Pennington Wendy Stewart
Tricia Griffith Karen Karniol-Tambour Officer Managing Partner President, Global
CEO Co-CIO Commercial Banking
Nuveen Edward Jones
Progressive Bridgewater Associates Bank of America
Solita Marcelli Nancy Peretsman
Alesia Haas Sarah Ketterer Chief Investment Managing Director Laela Sturdy
CFO CEO Officer Americas Managing Partner
Allen & Co.
Coinbase Global Causeway Capital UBS Global Wealth CapitalG

Most Influential
Management Management Jennifer Piepszak
Lindsay Hans Co-CEO, Commercial & Savita Subramanian
President, Co-Head Katie Koch Cathy Marcus Investment Bank Head of U.S. Equity and

Women In U.S. Finance Merrill Wealth

Management
President, CEO
TCW Group
Co-CEO, Global Chief
Operating Officer
PGIM Real Estate
JPMorgan Chase
Quantitative Strategy
BofA Securities
Sonali Pier
Mellody Hobson Sallie Krawcheck Managing Director, Sarah Tavel
President, Co-CEO Co-Founder, CEO Anna Marrs Portfolio Manager General Partner
Group President,
Ariel Investments Ellevest Pimco Benchmark
Anne Ackerley Abby Joseph Cohen Stephanie Drescher Global Commercial
Head of Retirement Professor of Business Partner, Chief Services and Credit
Pam Holding Colette Kress and Fraud Risk Danielle Poli Dana Telsey
Group Client and Product
Columbia Graduate Co-Head, Equity CFO Managing Director, CEO, Chief Research
Development Officer American Express
BlackRock School of Business Assistant Portfolio Officer
Fidelity Investments Nvidia
Apollo Global Manager, Global Credit
Telsey Advisory Group
Anu Aiyengar Samara Epstein Cohen Management Lynn Martin
Amy Hood Adriana Kugler Oaktree
Global Head, Mergers Chief Investment President
CFO Member, Board of Anne Walsh
and Acquisitions Officer of ETF and Thasunda Brown NYSE Group
Governors Ruth Porat Chief Investment
Index Investments Duckett Microsoft
J.P. Morgan President, Chief Officer
President, CEO Federal Reserve
BlackRock Alison Mass Investment Officer,
Sandra Horbach Guggenheim Partners
Afsaneh Mashayekhi TIAA Chairman of CFO
Partner, Co-Head of Marianne Lake Investment Management
Beschloss Titi Cole Investment Banking
Americas Corporate CEO, Consumer and Alphabet
Founder, CEO Head of Legacy Mary Callahan Erdoes Goldman Sachs Group
Private Equity Community Banking Joanna Welsh
Franchises CEO
RockCreek Group Gina Raimondo Chief Risk Officer
Carlyle JPMorgan Chase
Citi J.P. Morgan Asset and Kathleen McCarthy Commerce Secretary
Citadel
Michelle Bowman Wealth Management Global Co-Head of Real
Katy Huberty Annie Lamont U.S. Department of
Member, Board of Lisa D. Cook Estate
Global Director of Co-Founder, Managing Commerce Lauren Taylor Wolfe
Governors Member, Board of Meena Flynn Blackstone
Research Partner Co-Founder, Managing
Governors Co-Head, Global
Federal Reserve Karin Risi Partner
Private Wealth Morgan Stanley Oak HC/FT
Federal Reserve Mary McNiff Managing Director,
Management Impactive Capital
Lael Brainard Chief Operating Strategy, Product,
Goldman Sachs Group Yie-Hsin Hung Nancy Lazar Officer, Banking & Marketing,
Director Helima Croft
President, CEO Chief Global Economist International Communications Natalie Wolfsen
Head of Global
National Economic CEO
Commodity Strategy Robin Foley State Street Global Piper Sandler Citi Vanguard
Council
Head of Fixed Income Advisors Orion
RBC Capital Markets
Fidelity Investments Aileen Lee Mary Meeker Savina Rizova
Stephanie Braming
Jean Hynes Founder, Managing Founder Co-Chief Investment Cathie Wood
Global Head Mary C. Daly
CEO Partner Officer, Global Head of Founder, CEO, CIO
President, CEO Jane Fraser Bond Capital
William Blair Investment Research
CEO Wellington Management Cowboy Ventures ARK Investment
Management Federal Reserve Bank of
Dimensional Fund Management
San Francisco Citigroup Cheryl Mickel
Janel Jackson Ji-Yeun Lee Associate Head, Fixed Advisors
Carole Brown
Global Head of ETF Managing Partner Income, Head of Low Janet Yellen
Head of Asset Elizabeth Dennis Adena Friedman
Capital Markets Duration Team Claudia Sahm Treasury Secretary
Management Group Head of Private Wealth Chair, CEO PJT Partners
Management Vanguard Founder U.S. Treasury Department
PNC Financial Services Nasdaq T. Rowe Price
Group Morgan Stanley Ros L’Esperance Sahm Consulting
Jo Ann Jenkins Executive Vice Chair, Kathy Mikells Sharon Yeshaya
Maëlle Gavet
CEO Investment Bank CFO Leslie Samuelrich CFO
Lori Calvasina Sonal Desai CEO
Head of U.S. Equity Chief Investment AARP UBS President Morgan Stanley
Techstars Exxon Mobil
Strategy Officer, Fixed Income Green Century Funds
RBC Capital Markets Franklin Templeton Abigail Johnson Susan Li Ann Miura-Ko Ivy Zelman
Kristalina Georgieva
Chairman, CEO CFO Co-Founding Partner Dee Sawyer Co-Founder, Executive
Managing Director
Head of Global Vice President
Joyce Chang Sara Devereux Fidelity Investments Meta Platforms Floodgate
International Monetary Distribution
Chair of Global Global Head of Fixed Zelman & Associates
Fund
Research Income Group T. Rowe Price
J.P. Morgan Vanguard
22 BARRON’S March 18, 2024

eral partner. “People are naturally
drawn to her and want to be in her
orbit. She’s honest and transparent,
and that combination is endearing to
founders. There are few people you
meet and trust that quickly.”
The former captain of Harvard
icant amounts last year and will do
significant amounts this year,” she
says.
Sturdy’s collective investments are
valued at more than $100 billion.
“Data show that fantastic companies
are created in all economic cycles, and

Market University’s basketball team, Sturdy is

also known for her hustle, rushing
across the country in her first week
that some of the best happen when
everyone else is leaning out,” she says.
While many wonder whether there

Insights. back from maternity leave to try to

catch up with UiPath co-founder Dan-
iel Dines as his company’s valuation
is too much hype around artificial
intelligence, the cloud, and data, she
sees the potential for these technolo-

In the
kept rising. “I knew a lot of other ven-
ture capitalists were wining and din-
ing him, and I thought, I’m not going
to win that,” says the mother of three.
gies to be much bigger. These technol-
ogies “will impact industries, use
cases, and experiences that aren’t even
digital yet,” she says. “For AI, we

Palm “I knew he was a technologist at

heart, so I got Jeff Dean, who leads
artificial intelligence at Google, to talk
should be thinking about more human
processes that aren’t impacted yet by
software. It’s still very early days.”

of Your
with Daniel.”
Competition for deals isn’t as fierce
today as it was 18 to 24 months ago,
but Sturdy is taking advantage of the
As she vets new investments,
Sturdy looks for joy. “It matters that
you love what you are doing, and that
your teammates around the table—or

Hand. slowdown. Her specialty: making con-

centrated bets on what she sees as
“generational,” or long-lifespan, com-
on the court—have that same level of
joy and commitment,” she says.
Most of the women on this year’s
panies with outstanding growth pros- list, and its predecessors, probably
Download the pects and impact. “We invested signif- would say the same. B
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March 18, 2024 BARRON’S 23

Natalie Picha
Royal Harbor Partners
Independent since 2019

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24
Q&A The 100 Most Influential
Women In U.S. Finance
6 Retail Stocks
That Look Like
Bargains
BY TERESA RIVAS
O
nline shopping became a
national pastime during
the Covid pandemic, and
for a while it looked to be
the nail in the coffin for
in-person shopping. That
prediction never bothered
Dana Telsey, who runs a retail-focused
research, sales and trading, and invest-
ment banking firm, because stores, she
says, “make the magic happen.”
That’s one reason that Telsey, CEO
of Telsey Advisory Group, still visits
bricks-and-mortar locations every
week. While she often scrolls social
media and browses websites, there’s
no substitute for seeing what truly
engages consumers—from the mall
to Fifth Avenue—even in the age of
e-commerce. “I go not only to see, but
also to interact—to talk with sales
associates, see what customers are
taking, what their shopping bags
look like,” she says.
Barron’s has included Telsey on our
annual list of the 100 Most Influential
Women in U.S. Finance since it was
launched five years ago. She founded
her firm in 2006 after more than a
decade as an analyst on Wall Street.
Telsey grew up working a cash register
at her family’s bookstore. “Retail has
always been a part of my heritage,” she
says.
It is part of her future, too. In a
March 7 interview, she speculated
on how the industry might evolve,
incorporating artificial intelligence
BARRON’S March 18, 2024
An Interview With Dana Telsey
CEO, Telsey Advisory Group
to serve customers even better. She
also shared some of her favorite in-
vestment ideas. An edited version
of the conversation follows.
Barron’s: The retail industry is
always in flux, especially now that
shoppers are returning to stores
but also buying online. How are
things changing?
Dana Telsey: Today, customers might
learn about a brand online. With social
media, brands can get immediate feed-
back on product launches and what
products look like in a store. TikTok
and Instagram photos and videos
bring these brands to life. And brands
with growing direct-to-consumer
[DTC] business models know more
about their customers—where they
live, and when and where they shop.
But physical locations still matter,
or matter again. How are retailers
dealing with that?
There’s a socialization to shopping
in-store. It’s about food and beverages
along with [shopping]. After the pan-
demic, we all value the time that we
can spend together.
One of the interesting dynamics
today is that companies are investing
in their stores. When I visit stores, I’m
always asking myself: What is going
to grab your attention? Is it an item?
An outfit? A price? Is it what’s hap-
pening with the music? Has the store
been remodeled recently? What other
Photograph by LANNA APISUKH
March 18, 2024
“Every consumer-focused company is thinking about how to drive revenue
by incorporating AI to activate consumers and streamline costs.”
retailers or businesses are in the vicin-
ity? Experiences create memories, and
retailers always want [consumers] to
have a memorable experience and say,
“I want to do that again.”
For all of the concern about the
retail industry, it seems that many
brands are getting it right.
We used to measure retailer success
by same-store sales. Now we look at
active customers, customer conver-
sion, average order value, and other
new metrics. Companies are reacting
faster to the use of data that inform
them of customer preferences and
changes. Retailing is a different busi-
ness to analyze today than in the past.
The speed with which companies
can react makes it exciting, because
consumer companies lately have
strengthened their ability to operate
with agility in uncertain situations. In
the past three years, we have had a
pandemic, a banking crisis, supply-
chain headwinds, and geopolitical cri-
ses. But the consumer brands that are
still standing are stronger than ever.
They are better operators in a better
position because of the data that inform
them. And let’s not forget that some
have stronger balance sheets now.
Are you optimistic about the
health of the U.S. consumer?
There are more reasons to be bullish
today than bearish. There is the tail-
wind of a strong labor market, with
wage growth exceeding inflation. Plus,
inflation is moderating, interest rates
are likely to be lowered this year, and
gas prices are benign.
The minute we heard Federal Re-
serve Chair Jerome Powell talk in mid-
December about the potential for low-
ering rates, retail stocks began to take
off. This is an early-cycle sector, even in
the face of headwinds such as geopolit-
ical risks, a combative election season,
rising delinquencies on consumer
credit, and a savings rate of 3.8%—
below the prepandemic average of
5.2%.
If the housing backdrop improves,
it is going to add fuel to a positive the-
sis. I’m seeing a pickup in investor
interest in the consumer space be-
cause the businesses are stronger,
BARRON’S
inventory levels are clean, there is
more data to inform companies how
to drive demand, and the watch list
of weak retailers is lower than it has
been. And, if you think about it from
retail real estate perspective, there is
more demand than there is supply.
You mentioned data a few times.
How is AI playing a role in retail?
Back in June, I started putting together
the framework for a book with chap-
ters that correspond to what’s happen-
ing with the consumer. My chapter
eight is understanding behavioral
shifts and new living patterns. People
are working from home, and the old
identification markers—business
cards, phone numbers—are being
replaced by an anonymity that
emerged from the pandemic.
There is an acceptance of new
norms. Brands and companies are
learning to identify and use pattern
recognition to see how customers make
decisions, and consumers are [on board
with some] data collection. We are still
in the early innings in the consumer
sector. Every consumer-focused com-
pany is thinking about how to drive
revenue by incorporating AI to activate
consumers and streamline costs.
What are some stocks that inves-
tors might be overlooking, given
your relatively upbeat outlook for
consumer spending?
What wins in 2024 is innovation,
value, brands. Take Bath & Body
Works. It is introducing new product
categories—men’s, hair, laundry—to its
loyalty-program customers, who now
stand around 40 million. Bath & Body
Works is moving stores to off-mall
locations from some of the weaker
malls, while keeping stores in the good
malls. It has strong purchase frequency
and new category introductions. It has
an established brand with a loyal cus-
tomer base. I see an opportunity for
both sales and margins to improve.
With the recent rollout of its new
loyalty program, increased invest-
ments in infrastructure and systems,
and efforts to streamline operations
and the organization, Bath & Body
Works can build a stronger foundation
to drive a high-single digit compound
annual growth rate of earnings over
the next two years. The company could
see a one percentage point expansion
in operating margins from fiscal 2023
to fiscal 2025 [the fiscal year ends in
January]. I’m looking for the company
to continue to perform well.
For turnaround stories, look at
Burlington Stores. The off-price
sector is gaining traffic and benefiting
from customers trading down. Burl-
ington’s acquisition of the desirable 64
Bed Bath & Beyond leases highlights
the store-growth opportunity that can
deliver incremental accretive top-line
growth. The company is targeting $16
billion in revenue and $1.6 billion in
operating income by 2028, implying
a 10% operating income margin, up
from $9.7 billion in revenue and $581
million of operating income, or a 6%
margin, in fiscal 2023.
What are some of your other
favorite stocks right now?
Ralph Lauren’s strong performance
year to date is evidence of the success
of its efforts to elevate the offering and
attract younger, high-value customers,
emphasizing the broad appeal of the
brand and its potential. It has the
right strategies—elevate the brand,
win in key cities, and drive the core
business while expanding in under-
penetrated categories—to deliver com-
pound annual revenue growth in the
mid-single digits, and two percentage
points of operating margin expansion
from fiscal 2023 through fiscal 2025.
[The fiscal year ends in April.]
Also, in off-price retailing, I like TJX
Cos., parent of T.J. Maxx. Its new stores
are gaining traffic, taking market share,
and becoming a destination for all ages,
while the company continues to drive
sales growth and margin expansion.
TJX is well positioned heading into
fiscal 2025 [ending next February],
given consumers’ increased focus on
value, regardless of income bracket. Its
market share gains in the past several
years should allow it to deliver mid- to
high-single digit sales and earnings
growth over the next two years.
Some of the businesses that did
well last year still have opportunity.
Abercrombie & Fitch was our best
performer last year; we’ve been on that
25
Dana Telsey
bandwagon and saw the changes that
CEO Fran Horowitz was making.
There is still some room to grow, cer-
tainly with the enhancements she is
making to the Hollister business. The
strong finish to the year saw Aber-
crombie reach its 2025 target of an 8%-
plus operating margin two years early.
The A&F brand remains healthy,
with a resilient customer base and
strong assortment, and Hollister is
showing signs of improvement. Lon-
ger term, we continue to see a margin-
expansion opportunity through digital
growth and increased square-footage
productivity that can support a mid-
single digit compound annual growth
rate in sales and a double-digit earn-
ings CAGR over the next two years.
We can’t forget about shoes.
What’s to like there?
Deckers Outdoor has had consistent
success with brands like Ugg, like
Hoka. Now it has introduced a new
sneaker brand called AHNU that we
are excited about.
Through the first three quarters of
fiscal 2024 [ended on Jan. 31], Deckers
delivered three consecutive beat-and-
raises [the company beat earnings esti-
mates and raised earnings guidance for
future quarters], reflecting continued
top-line momentum in Ugg and Hoka,
along with stronger margins in the
DTC channel. That was partially offset
by increased investments to support
continued sales and market-share
gains. Deckers remains well positioned,
with a healthy brand portfolio that can
drive double-digit top- and bottom-line
growth through fiscal 2025.
Are there some things that always
make a retailer successful?
I’ve always thought there are three
things that make business brands and
retailers successful: concept, execution,
and management. Innovation drives
successful concepts, seamlessness
drives enhanced execution, and data
help to inform management of a vision
for sustainable growth.
Understanding the social fabric is
also important for all companies—
more important than it has ever been.
Thank you, Dana. B
26
F UN DS
There’s More to This
Top-Rated Fund
Than Just Dividends
S
tocks that pay divi-
dends can soften the
impact when the mar-
ket is falling. Yet they
often prove a drag on
the way up, compared
with faster-growing
companies. Achieving a balance be-
tween defense and offense can be
tricky for investors.
The managers of the Columbia
Dividend Income fund have per-
formed that balancing act with aplomb.
“Dividends have been about 40% of the
return in the S&P 500 for the past 100
years,” says Michael Barclay, the $39
billion fund’s senior portfolio manager.
“However, it’s really important that you
remember the 60% that comes from
capital appreciation.”
Barclay employs a “dividend
growth” strategy that requires in-
creases in a company’s payout instead
of just a high current dividend yield.
That growth component gives the fund
decent upside as well as less downside.
In the past 10 years, Columbia Divi-
dend Income has produced a 10.9%
annualized return, besting 92% of its
peers in Morningstar’s Large Value
category. Its 0.90% expense ratio is
below average for an active fund.
Though it has a 5.75% load, many bro-
kers waive that. The fund, which closed
to new investors in 2021 because of
heavy investment inflows, reopened
this past November.
To be sure, the S&P 500 index has
beaten this fund since the 2008-09
crash—as it has beaten pretty much
every value-oriented or dividend-
focused fund in a market dominated by
high-tech growth stocks that typically
BARRON’S
BY LEWIS pay no or low dividends. Rapidly grow-
BRAHAM ing companies tend to reinvest their
cash flow in their businesses instead
of paying dividends to shareholders.
Columbia Dividend Income’s 18% tech-
nology weighting is much less than the
S&P 500’s current 31%.
Consistent dividend payers have
proved more resilient than most stocks.
In 2022, when the S&P 500 fell 18.1%,
Columbia Dividend Income lost 5.2%.
Similarly, in the first quarter of the
2020 pandemic year, when the average
Large Value fund fell 26.8%, this fund
lost 19.5%. In the past 10 years, it has
experienced only 85% of the S&P 500’s
downside—the so-called downside
capture ratio—while the average Large
Value fund has experienced 100%.
Columbia Dividend Income
Total Return
1-Yr
LBSAX 21.6%
Large Value Fund Category 20.4
Top 10 Holdings
Company / Ticker
Microsoft / MSFT
JPMorgan Chase / JPM
Johnson & Johnson / JNJ
Home Depot / HD
Comcast / CMCSA
Exxon Mobil / XOM
Procter & Gamble / PG
AbbVie / ABBV
Chevron / CVX
Broadcom / AVGO
Total
Note: Holdings as of Jan. 31, 2024. All returns as of March 11, 2024;
five- and 10-year returns are annualized.
Sources: Morningstar, Columbia Threadneedle Investments
The Columbia Dividend Income fund employs
a “dividend growth” strategy that requires
increases in a company’s payout.
But such resilience comes at a price.
The popular Vanguard High Divi-
dend Yield exchange-traded fund,
for instance, did terrifically in 2022’s
downturn, falling only 0.5%, but it
gained only 6.6% in 2023 as the S&P
500 leapt 26%. Income-oriented inves-
tors shifted from dividend stocks to
bonds with higher yields after 2022’s
interest-rate increases. Columbia Divi-
dend Income managed better but still
trailed, rising 10.2% in 2023.
Now that rate increases appear to
be over and corporate bond yields have
come down a bit, it looks like a good
time to buy a well-regarded dividend
fund like this one.
O
ne of Barclay’s recent
purchases, in August, was
AT&T, which hit $13.43 in
July, a low not seen since
the 1990s. Investors grew frightened
over regulators focusing on a network
of potentially toxic lead-sheathed ca-
bles that AT&T left in the ground de-
cades ago. But the company has “done
a good job of divesting some noncore
businesses and really simplifying its
business model,” says Barclay.
Selling off media company Warner-
Media to Discovery in 2022, for in-
stance, has strengthened AT&T’s
balance sheet, enabling it to better
weather the current difficulties. Bar-
clay is comfortable with AT&T’s valu-
ation, which he feels prices in the
worst-case scenario. The stock has
5-Yr 10-Yr a high, 6.4% dividend yield.
11.7% 10.9% While AT&T would certainly fall
10.4 8.9
in the value stock camp, the fund also
holds growthier names like Microsoft,
even though it currently has only a
Weighting
0.7% yield. “Microsoft has been in the
4.0%
portfolio for 20 years,” Barclay says.
3.9
“They consistently increase the divi-
2.7 dend at about a 10% rate [annually]
2.4 over time.” Though the yield is low
2.4 now, Barclay focuses more on the
2.3 fund’s cost of investment in the stock as
2.3 a long-term investor. “When you look
2.3 at the $3 annual dividend that Micro-
2.2 soft gives to shareholders versus our
2.2
[purchase] cost, that yield is well above
5%.” As long as Microsoft’s dividend
26.8%
continues to grow at such a rapid clip,
he’ll likely hold on to it.
But he also holds cheaper tech
March 18, 2024
stocks. Network infrastructure com-
pany Cisco Systems, a former dot-
com darling, now has a 12 price/earn-
ings ratio and a 3.2% dividend yield.
Today, “it’s a steady Eddie, not a high-
growth company,” Barclay says. “Its
franchise in switching and network-
ing is very formidable. Cisco plays a
role in the portfolio in trying to elimi-
nate risk of sector bias.”
By bias, Barclay means having too
much invested in certain sectors. While
Microsoft and Cisco are both tech,
they’re in very different subindustries.
The fund typically holds about 80
stocks. While Barclay doesn’t hold the
same sector weightings as the fund’s
Russell 1000 benchmark, he doesn’t
like to make big sector overweight or
underweight bets against it. Even
within a popular sector for dividend
hunters, such as financial services, he
wants a good mix of industries repre-
sented, not just the usual banks.
For added diversification, Barclay
sold U.S. Bancorp to buy Visa last
April. “U.S. Bancorp is a very good
bank. However, relative to JPMorgan
Chase and some others, it was just a
weak link,” he explains. “Visa was a
name we had watched for a long time,
and at the time, the free-cash-flow yield
was in the valuation range that is a buy
for us. Although its yield isn’t optically
high, Visa is growing the dividend at a
midteens rate.”
After tech, financials are the fund’s
largest sector weighting at 17.9%, fol-
lowed by industrials at 15.1%, and
healthcare at 13.7%. Barclay and his
two co-managers, Tara Gately and An-
drew Wright, have over 100 Columbia
Threadneedle equity analysts to help
them forecast the future dividend
growth in each of the Russell 1000’s
companies.
Gately likes drugmaker AbbVie,
which the fund started buying late
in 2021 as investors grew concerned
about the patent expiration of its rheu-
matoid arthritis drug Humira: “We felt
that that issue was overly discounted in
the valuation and that investors were
not appreciating the development pipe-
line of new therapies that AbbVie is
bringing to market.”
It’s that kind of forward-thinking
analysis that gives this fund its edge. B
 March 18, 2024
T ECH T RADER
Oracle Gets Some AI
Love. The Stock’s
Rally Isn’t Over.
O
ne of the most
important weeks
in the history of
artificial intelli-
gence arguably
took place in
March 1986, at a
moment when Ronald Reagan was in
the White House, the Dow Jones In-
dustrial Average had yet to crack the
2,000 level, and no one had heard of
the internet, iPhones, or chatbots.
OpenAI CEO Sam Altman was still in
diapers.
That week, 38 years ago, two of AI’s
most important companies reached the
stock market. Microsoft went public
on March 13, 1986. One day earlier,
Oracle did the same.
The IPO documents, to be sure,
didn’t address AI, machine learning,
or large language models. Neither pro-
spectus listed risks tied to the avail-
ability of AI chips from Nvidia, which
makes sense given that Jensen Huang
was still seven years away from
founding the company.
How far we’ve come.
Microsoft’s role as a leading player
in the AI story is well appreciated by
investors—it’s the only public com-
pany with a market cap above $3 tril-
lion, some $400 billion ahead of Ap-
ple. The stock sits less than 1% below
its all-time high.
Oracle is no slouch when it comes
David Paul Morris/Bloomberg
to cloud computing and AI, either. But
the strength of the company’s position
has only recently become clear to Wall
Street. And I would argue that there is
still ample room for investors to bet on
Oracle’s continued turnaround, one
that Barron’s first highlighted in a
BARRON’S
cover story three years ago.
In that February 2021 piece, I wrote
that Oracle was “turning into a cloud
giant,” one with every intention of
taking on cloud computing leaders
Amazon Web Services, Microsoft
Azure, and Google Cloud. “There’s no
BY ERIC J. way that in the next two or three years,
SAVITZ Oracle will be viewed as anything but
a cloud company,” Clay Magouyrk,
Oracle Cloud executive vice president,
told me back then.
And while that story didn’t antici-
pate the emergence in late 2022 of the
generative-AI trend, Magouyrk clearly
knew what he was talking about. Ora-
cle continues to be a key provider of
enterprise software applications and
database software. Just this past week,
the company announced new AI capa-
bilities for some of its business apps.
But the key driver for Oracle is now
cloud computing—and the associated
opportunity in artificial intelligence.
Oracle shares have more than dou-
bled since Barron’s cover story, and the
stock recently hit a new all-time high.
This past week alone, Oracle shares
rallied nearly 12%, thanks to the com-
Oracle’s cloud business will be in a
“hypergrowth phase...for the foresee-
able future,” CEO Safra Catz says. After
a three-year rally, the stock is still one of
the cheapest names in tech.
Oracle said this past week that its longstanding
forecast for fiscal 2026 revenue of $65 billion
might be too low.
pany’s well-received quarterly report.
While revenue was right in line with
Wall Street expectations, the report
was filled with a series of bullish data
points about Oracle’s cloud and AI
business.
For starters, Oracle’s cloud infra-
structure business grew 52%, suggest-
ing the company is continuing to take
market share from the larger but
slower-growing cloud units at Ama-
zon, Microsoft, and Alphabet’s
Google. Oracle CEO Safra Catz said on
the company’s call with investors that
demand for Oracle’s cloud services
“substantially exceeds supply.” She
added that Oracle’s cloud business
will remain in “a hypergrowth
phase...for the foreseeable future.”
Founder and Chief Technology
Officer Larry Ellison, who still holds
42% of Oracle’s outstanding shares,
said the company signed 40 cloud
computing contracts in the February
quarter worth more than $1 billion
each. Remaining performance obliga-
tions, a measure of future business,
jumped 29% from a year earlier to
$80 billion. Catz said Oracle’s long-
standing forecast for fiscal 2026 reve-
nue of $65 billion might be too low.
Not least, Ellison said Oracle will
have some new joint announcements
to make this coming week with
Nvidia, which is holding a developers
conference in San Jose. Catz said the
company is having no problem getting
access to GPUs from Nvidia, which
has been an issue for some other tech-
nology companies, including Dell and
Hewlett Packard Enterprise.
For Oracle, it’s all working right
now.
William Blair analyst Sebastien
27
Naji was impressed enough with the
quarter that he raised his rating on
Oracle shares to Outperform from
Market Perform. His view is that Ora-
cle’s cloud allows customers to run
their workloads “more efficiently and
at a lower cost” than the clouds oper-
ated by the competition.
“Oracle is entering a new phase of
higher growth that will drive a step-
up in profitability and free cash flow
for years to come,” Naji wrote.
D
espite a three-year rally in
Oracle shares, the stock still
looks cheaper on almost
every measure than rival
enterprise software companies. Sales-
force, Microsoft, Adobe, Autodesk,
Workday, SAP, and ServiceNow all
trade for at least 31 times forward
earnings, while Oracle trades for 19
times. If you look at the company’s
PEG ratio—forward price/earnings
divided by earnings growth—Oracle is
cheaper than every other major soft-
ware company.
At some level, Wall Street doesn’t
quite trust Oracle, a reflection of both
founder Larry Ellison’s well-earned
reputation for bluster and the com-
pany’s 10-year run, from 2011 to 2021,
of almost no sales growth.
But Oracle has struck gold with its
cloud business. It’s taking market
share not with boast and blather, but
with an ability to offer customers a
better option.
Oracle, says HSBC Global analyst
Stephen Bersey, “is gaining market
share by offering a competitive and
technologically advanced product right
when customers deploying AI infra-
structure are requiring just that.” B
28 BARRON’S March 18, 2024

MARKET WEEK
March 11 through March 15, 2024

International Trader P. 31 Charting the Market P. 34

Striking Price P. 32 Winners & Losers P. 35
Inside Scoop P. 33 Market View P. 36
13D Filings P. 33 Statistics P. 37

MARKET PERFORMANCE DASHBOARD

Dow Jones Industrials S&P 500 Nasdaq Composite iShares 20+ Year Treasury Bond ETF

38,714.77
52-wk: +21.51% YTD: +2.72% Wkly: -0.02%
5117.09
52-wk: +30.65% YTD: +7.28% Wkly: -0.13%
15,973.17
52-wk: +37.34% YTD: +6.41% Wkly: -0.70%
$92.94
52-wk: -13.02% YTD: -6.01% Wkly: -2.91%

3%
Anticipation Quadruple Witching
Stock indexes opened in the red, then Quarterly and monthly options and
2
rallied back toward breakeven on futures on stock indexes and individual
Monday. Wall Street held its collective shares expired on Friday, adding to trading
breath ahead of a key inflation report volatility. Stocks slipped to end the week. 1
the next morning.

Sticky Situation
-1
Another hot inflation report on Thursday
sent bond prices falling and stocks drifting
lower. The 10-year U.S. Treasury note yield -2
The Rising popped 0.1 percentage point, to 4.3%.
The consumer price index rose more than
expected in February, government data -3
showed on Tuesday. Stocks shrugged off the
news, with the S&P 500 hitting a record high.
-4
Monday Tuesday Wednesday Thursday Friday Close
Source: Barron’s Statistics

T
he stock market tures market reflects just a 49% chance it’s the signals about the future that

THE TRADER hasn’t found a

reason to drop all
that much of late—
that the Fed will cut interest rates at
least once—by July. At the end of De-
cember, there was a 75% chance of at
investors should worry about. The
current “dot plot” suggests three cuts
this year, but that could change.
but the Federal least one cut by March. What’s more, “The Fed’s policy meeting next week
Reserve could the two-year Treasury yield, a barome- could be a highly consequential one,”
easily give it one. ter for expectations about the fed-funds writes Thierry Wizman, global foreign

How the Nothing has been able to kill this

bull market. Even this past week,
BY JACOB
SONENSHINE
rate, is up more than 30 basis points
for the year, to 4.7%. The last time it
exchange and rates strategist at Mac-
quarie, who notes that it could “for-

Fed Could which featured hotter-than-expected

consumer and producer price indexes
and weaker-than-expected retail sales,
Throw didn’t do all that much to dampen the
enthusiasm. The S&P 500 index de-
Stocks for clined 0.1% for the week, while the
Dow Jones Industrial Average was flat,
A Loop and the Nasdaq Composite fell 0.7%.
While stocks didn’t freak out about
inflation, other financial markets cer-
tainly reacted. The federal-funds fu-
was at this level, in early December,
the S&P 500 was 10% lower. (A basis
point is 1/100th of a percentage point.)
mally extend the wait-and-see period.”
If the Fed officially dashes hopes of
rate cuts this year, the market would
The stock market is ignoring these
troublesome signals—and the Fed may
be, well, unthrilled. “We expect price
action to be quite volatile, as we believe
have to provide a wake-up call at its
monetary policy meeting, which ends
that investors are placing too much
emphasis on the timing and magnitude
this coming Wednesday. Almost no
one expects the Fed to actually do
of potential Fed rate cuts, with market
expectations and Fedspeak seemingly
anything—there’s a 99% chance that at odds at the current moment,” writes
it leaves rates right where they are—but Brian Belski, chief investment strate-
March 18, 2024 BARRON’S 29

gist at BMO Capital Markets. “We do not
view the current pace of U.S. stock market
gains as sustainable.”
The counterargument is that, under the
surface, the market is showing signs that it
can remain hot. More than 60% of stocks on
the S&P 500 have notched gains this year,
according to FactSet, so the index isn’t so
reliant on a handful of Big Tech names to
stay afloat. With inflation still pretty hot
and commodity prices up this past week,
the S&P 500’s energy and materials sectors
gained. Even consumer staples, which
broadly have strong pricing power, are flat
for the week, outperforming the index.
Will the Fed finally spark a rotation that
causes the market to sink? We’re about to
find out.
8 Takeover Candidates
Mergers and acquisitions are coming
back—and that’s good news for the stocks
of companies that could be buyout targets.
Last year was a dead zone for M&A ac-
tivity. Just $1.37 trillion of U.S. deals were
consummated, as interest rates rose and
the outlook for corporate profits weakened.
Together, that meant the cost to finance
a deal became more expensive, while the
potential return from an acquisition fell.
This year, though, rates have stabilized
and profits have continued to grow. Man-
agement teams are now more confident
that buying new assets will produce strong
returns. Companies in the U.S. have an-
nounced $388.2 billion of M&A this year,
63% higher than at this point last year,
according to London Stock Exchange
Group. That puts deals on pace to hit
close to $1.9 trillion for 2024.
“There’s a sense of optimism, with sta-
bilizing rates and companies sitting on
piles of cash,” says Polen Capital portfolio
manager Rayna Lesser Hannaway, who
expects buyout targets to be companies
with smaller market capitalizations,
generally below $5 billion.
When news of a takeover breaks, stocks
usually pop. That provides the potential for
large gains—if investors have already bought
the shares. But how to find the companies?
Morgan Stanley offered a list of criteria, in-
cluding relatively low market caps and earn-
ings estimates that have declined over the
past three months. The idea is that the com-
panies are small enough to be swallowed
and have struggled to compete in their in-
dustries, making the case for a turnaround
inside a bigger company compelling.
Morgan Stanley’s screen included com-
panies like Harley-Davidson, Newell
Brands, Victoria’s Secret, Kohl’s, Sare-
pta Therapeutics, and QuantumScape,
which have market caps of $1.5 billion to
$11.4 billion and trade below their record
highs, even as the S&P 500 index has hit
several new records this year.
The $3 billion Under Armour also
made the list. Shares of the company are
Invest with the
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30 BARRON’S March 18, 2024

WHAT’S MOVING THE MARKET? Industry Action

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

FIND OUT
1 Day 5 Day 1 Month 3 Month 6 Month YTD 1 Year 5 Year

-0.27%
S&P 500 INDEX Oil & Gas 3.60%
XLC COMMUNICATION SERVICES -0.76% Basic Materials 1.48

WITH OUR
XLY CONSUMER DISCRETIONARY +0.33% –0.20 Industrials
XLP CONSUMER STAPLES -0.07% –0.31 Financials
XLE ENERGY -0.22% –0.40 Technology
–0.47 Consumer Services

SECTOR
XLF FINANCIAL +0.26%

XLV HEALTH CARE -0.76% –0.55 Utilities

XLI INDUSTRIALS +0.29% –0.65 Telecommunications
–0.67 Consumer Goods

TRACKER
XLB MATERIALS +0.31%

XLRE REAL ESTATE +1.42% –0.83 Health Care

XLK TECHNOLOGY -0.65% Source: S&P Dow Jones Indices

XLU UTILITIES +0.01%

million dollars this year and has just over
Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF $1 billion in cash and cashlike assets. But
the business could be worth more to a
An investor should consider investment objectives, risks, charges and expenses carefully before larger company than to current sharehold-
investing. To obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit ers, who face the possibility of more stock
www.sectorspdrs.com. Read the prospectus carefully before investing. price declines.
All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification There has been no public expressions of
risks, which generally results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply. interest in any of the companies mentioned,
TheS&P500isanindexof500commonstocksthatisgenerallyconsideredrepresentativeoftheU.S.stockmarket.Youcannotinvestdirectly but with M&A back in fashion, you never
in an index. can tell.
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
This Stock Could Shake Things Up
Spice maker McCormick has left a sour
taste in the mouths of investors over the
past two years. Its earnings report, due
on March 26, could help boost the stock.
There hasn’t been much to like about Mc-
Cormick shares, which have lost about half
of their value since hitting a high in March
2022. Part of the problem is that investors
have preferred riskier stocks to the stable
S&P 500 consumer-staples sector, which
has gained about 3% since McCormick
peaked, versus the S&P 500’s 18% gain.
But most of the problems are of the
company’s own making. McCormick lifted
prices to combat rising input costs, leaving
itself vulnerable to retailers’ private-label
brands, which offer similar products for
lower prices. Look no further than Wal-
mart, which said on its fourth-quarter
earnings call that its private-brand adop-
tion has continued to grow in the U.S.
The rise of private labels has been devas-
tating for McCormick’s growth. Sales, which
rose 11%, to $6.3 billion, in 2021 when every-
one was cocooning at home, have since risen
at a sluggish 1.7% annual clip to $6.7 billion.
Demand, too, has dropped, with the volume
of products sold down 3% in 2023.
The good news is that the market isn’t
expecting much from McCormick when it
reports earnings. Analysts see sales drop-
ping 1.1%, to $1.55 billion, while lower com-
modity prices should nudge gross margins
up a bit, though earnings are likely to fall
two cents, to 57 cents a share. That leaves
a lot of room for improvement. In its fiscal
fourth-quarter earnings release in January,
the company said it would be focused on
improving volumes this year. To do so, it
will have to rely less on price increases for
products such as pepper and vanilla to
compete with private labels, writes TD
Cowen analyst Robert Moskow.
McCormick can also drive growth with
product innovation. On its last earnings
call, management said its Flavor Solutions
segment—which aims to identify the types
of flavors and foods that new and younger
generations are likely to buy—could help
the company retake some market share.
All told, investors are looking for
“improving volume trends as pricing tail-
winds wane and innovation ramps,” writes
Deutsche Bank analyst Steve Powers, with
as much as a full percentage point of gross
margin improvements this fiscal year.
Little of that is priced into the stock at
current levels. McCormick trades for 23.9
times forward earnings estimates, well be-
low its five-year average of 28.7 times. And
while the stock trades above the S&P 500’s
20 times earnings, it has historically traded
at 1.3 times the index, or closer to 26 times.
If its valuation leaves room for upside, it
should also help limit losses. For one, it
should yield about 2.5% this year, and
McCormick has the free cash flow not only
to support the dividend but also to raise it.
The company has been a perennial dividend
booster, one reason that its stock hasn’t
dipped below the low $60s since 2020.
Overall, “the current market price rep-
resents an excessively pessimistic outlook,
limiting downside risk and maximizing
upside potential,” writes Morningstar
analyst Erin Lash.
Get ready for management to make
things spicier. B
March 18, 2024
I N C O M E I N V E ST I N G
Finding Safety in High-
Paying Dividend Stocks
BY AL ROOT
F E
or dividend-hungry investors,
it’s time to head for the healthy
part of the income menu, while
skipping the immediate gratifica-
tion of high-yielding desserts.
Those desserts sure do look good. The
stocks with the highest dividend yields,
some topping 4.8%, will be the ones that
get the biggest bump if the Federal Re-
serve starts cutting interest rates. When
investors can’t make 5% in T-bills, the
9.1% dividend yield in shares of cigarette
maker Altria, the highest-yielding stock
in the S&P 500 index, begins to look more
and more appetizing.
Now isn’t the time to splurge on high-
yielding stocks, however. The economy
remains strong and inflation is running
hotter than expected, something that is
likely to keep the Fed from cutting rates as
much as it would like to—if at all. Right
now, the market expects three rate cuts in
2024, down from the six cuts expected at
the start of the year. “The reality is the
economy has surprised to the upside,”
says Wolfe Research Chief Investment
Strategist Chris Senyek.
It isn’t as if high-dividend stocks have
been performing all that well. The top
20% of dividend yielders in the S&P 500
have earned investors about 7% over the
past 12 months, trailing the overall index
by some 29 percentage points. Instead,
Senyek recommends looking at stocks
with “second quintile” yields—those with
higher yields than 60% of the stocks in a
universe but lower than the top 20%.
There are reasons to look past the fat-
test yields. The highest-yielding quintile of
stocks in the S&P 500 have an average
debt to Ebitda—short for estimated earn-
ings before interest, taxes, depreciation,
and amortization—ratio of 3.7 times, far
higher than the second and third quintiles,
which have debt-to-Ebitda ratios of 2.4
and 1.2 times, respectively. The top quintile
also pays out almost 90% of net income as
BARRON’S
dividends and is expected to grow earn-
ings at about 5% a year in the coming few
years, according to Bloomberg. The rest of
the S&P 500 companies that pay divi-
dends distribute about 40% of net income
and are expected to grow earnings roughly
twice as fast. In other words, the highest-
yielding stocks often have higher yields for
a reason, says Senyek.
He has started to favor consumer sta-
ples after a period of weak performance.
Staples stocks in the S&P 500 are up
about 8% over the past 12 months, under-
performing the broader index by about 26
percentage points. Five that fit his second-
quintile criteria are General Mills, Coca-
Cola, PepsiCo, Keurig Dr Pepper, and
Molson Coors Beverage. While those
five have lost investors about 12% over the
past 12 months, their financial metrics
look solid. Their average yield is about
3.1%, better than the average 2.4% yield for
S&P 500 dividend payers. They pay out
about 57% of net income as dividends and
are expected to grow earnings by about
9% a year over the coming few years.
Dennis DeBusschere, chief market
strategist at 22V Research, also says it’s
time to focus on companies that can raise
their payouts given the higher interest rate
environment. He created a list of 50 with
sustainable dividend growth for his cli-
ents, including Snap-On, Quest Diag-
nostics, Tapestry, Starbucks, and Air
Products & Chemicals. Those five yield
about 2.6% on average, pay out less than
half of their net income as dividends, and
are expected to grow earnings by about
8% a year for the coming few years.
They’re also in the second quintile of divi-
dend payers. “You want to be long compa-
nies that have the ability to increase divi-
dends,” DeBusschere says. “[The] highest
[yielders] will be next year’s trade.”
In other words, favor higher-quality
stocks with lower dividend yields and
better financial metrics over the sweet-
ness of some juicier dividend payers.
Your portfolio will thank you later. B
INTERNATIONAL TRADER
Egypt’s Bailout Could
Benefit Bond Investors
BY CRAIG MELLOW
gypt, the Middle Eastern giant
with a population of 114 million,
is too big to fail, particularly at
this moment.
The United Arab Emirates, Interna-
tional Monetary Fund, and European
Union forcefully underlined this point
over the past week, pledging some $40
billion in investments and loans.
President Abdel Fattah Al Sisi’s govern-
ment responded with drama of its own,
letting its pegged currency devalue by
more than a third and hiking interest rates
by six percentage points, to 27.75%, to bat-
tle inflation. That set up an enticing play
for bond investors, who can reap yields
above 30% on nine-month paper in stabi-
lized Egyptian pounds. For now, “We see
the appeal of it as a short-term trade,” says
Razan Nasser, an emerging markets sover-
eign analyst at T. Rowe Price. “Beyond one
year, we would look for signs of commit-
ment to real structural changes.”
Egypt has been rocked by recent geo-
political ructions. The world’s top wheat
importer, it suffered after Russia’s 2022
invasion of Ukraine drove up grain and fuel
prices. Houthi attacks on Red Sea shipping
have cut Suez Canal fees by close to half.
The wider crisis in Gaza has curtailed tour-
ism, Egypt’s other top currency earner.
The U.A.E. kicked off the multinational
rescue effort, pledging a $24 billion down
payment on a London-size resort slated
for virgin Mediterranean coast in western
Egypt. Cairo took advantage of the cash
anchor to let the currency, and related
currency controls, go. The IMF responded
with a $9 billion-ish loan package. The EU
proposes kicking in another $8 billion.
The currency float is reviving an all but
moribund Egyptian financial sector, says
Ahmed Hafez, head of research at Beltone
Securities in Cairo. “Banks are starting to
clear backlogs and make loans available,”
he says. So far, so good—with the emphasis
on so far. Egypt enters its bailout with a
31
budget deficit pushing 7% of gross domes-
tic product and inflation galloping around
35% annually. Paying 30% interest on its
bonds has swelled debt servicing to 60%
of state revenue, Nasser says. “They still
have to do the harder parts, rein in fiscal
policy and allow the private sector to come
in,” says Rajeeb Pramanik, senior emerg-
ing markets strategist at BCA Research.
Sisi’s technocrats cut back heavily on
fuel and other consumer subsidies during
a previous reform round in 2016-17. The
current budget bloat is driven more by
inefficient state-owned companies and
expensive infrastructure projects.
Reining these in may prove more chal-
lenging still, as it affects Egypt’s military,
whose economic tentacles reach across
the economy. “It’s not clear that Sisi can
maintain power if he pushes the military
out,” Pramanik observes.
Financial stocks like Commercial
International Bank-Egypt (ticker:
COMI.Egypt), the No. 2 name in Egypt’s
index, could in theory benefit from un-
clogging the currency arteries. Two
vibrant financial technology companies,
E-Finance for Digital & Financial
Investments (EFIH.Egypt) and Fawry
for Banking Technology & Electronic
Payment (FWRY.Egypt), also rank in the
top 10. But political question marks are
making equity investors, whose time
horizon generally stretches to a few
years, cautious. “We’ve gone from zero
to initiating exposure,” says Jonathan
Binder, chief investment officer at fron-
tier market specialist Consilium
Investment Management.
Egypt could also surprise on the up-
side, argues Carlos de Sousa, emerging
market debt strategist at Vontobel Asset
Management. Letting the currency float
might actually decrease inflation by mak-
ing imported goods less scarce and prices
more competitive. “Everything we have
been waiting for over the past year and
a half is happening,” he says. “It’s attrac-
tive but not a slam dunk.” B
32 BARRON’S March 18, 2024

T H E ST RIKING PRIC E
When interest rates are finally cut, the market
mob will focus on buying stocks. The natural
question: Which ones are most likely to benefit?

Small-Cap Stocks Stand Equity Options

CBOE Volatility Index The Equity-Only Put-Call Ratio

To Outperform the Market VIX Close VIX Futures

27
Put-Call Ratio S&P 500 Index
215
200
185
170
22 155
BY STEVEN M. SEARS The investment thesis is simple. Smaller 140
companies are more sensitive to interest 125

D
on’t look now, but investors rates than larger companies. Higher interest 17 110
95
could soon be facing a crisis of rates adversely impact smaller companies
80
confidence. because they need more money to pay debt- 65
Earnings season is largely service coverage. When rates are lowered, 12 50
over, and the market mob lacks a concrete debt-servicing expenses will decline, bene- A M J J A S O N D J F M A M J J A S O N D J F M
distraction from chronic concerns that defy fiting small-cap earnings and stock prices. Daily Values Source: CBOE Source: McMillan Analysis Corp.
simple solutions. This has resurrected old The analysis is simplistic, as it supposes
worries about the stability of the market- that companies will be able to renegotiate
leading Magnificent Seven stocks and when their debt with banks, which may or may SPX Skew NDX Skew
the Federal Reserve will finally feel it has not be possible. Still, this take on small-cap Implied volatility % Implied volatility %
enough economic data to conclude that in- companies and the impact of higher interest 13% 11%
flation has truly declined to a level that war- rates is so widely held by investors that any
12 10
rants lower interest rates. superficial resolution of the rate question
Just recently, Goldman Sachs’ portfolio could remove a major deterrent to the sec- 11
9
strategists essentially assured clients in a tor’s performance. 10
comprehensive report that it was OK that The record of the small-cap iShares 8
just a few stocks were leading the stock Russell 2000 exchange-traded fund 9
7
market higher. J.P. Morgan’s strategists (ticker: IWM) compared with the S&P 500 8
told clients that the stocks’ valuations were demonstrates the potential. So far this year, 6
7
reasonable. Others are noting that the IWM is up 0.8%, compared with 7.3% for
equal-weighted S&P 500 was also at re- the S&P 500. Over the past five years, the 6 5
cord highs, demonstrating that all stocks ETF has returned 6.9% a year, compared A M J J A S O N D J F M A M J J A S O N D J F M
in the index—not just the largest ones—are with 14.5% for large-cap stocks. Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy

doing well. To pre-position for a small-cap catch-up 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.
The commentary might be best viewed trade, investors could buy IWM’s June $205
as the Wall Street equivalent of Sigmund call option, which cost about $7.84 when
Freud offering advice to neurotic rich peo- the ETF was at $202.41. Week’s Most Active
ple who need help understanding how to Should IWM surge to $225, the call is Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio

handle whatever is bothering them. worth $20. During the past 52 weeks, the Regulus Therapeutics RGLS 15356 12603 2753 468 68 32.8
Arq ARQ 2927 2382 545 92 42 31.8
Rather than spending more time noting ETF has ranged from $161.67 to $210.41. Qifu Technology QFIN 18003 15247 2756 672 1 26.8
the passing scene—and reinforcing the The June expiration was selected to cover Enfusion ENFN 4131 2819 1312 196 24 21.1
circular nature of the analysis—let’s focus the June meeting of the central bank’s rate- Getty Images GETY 12747 4595 8152 844 85 15.1
UP Fintech TIGR 82241 78602 3639 5472 68 15.0
on a likely conclusion to the confusion. setting committee. The Fed is expected to Ranpak PACK 3032 1842 1190 216 56 14.0
If you believe that the Fed will ultimately announce the first of several interest-rate NuScale Power SMR 71409 46950 24459 5508 98 13.0
lower interest rates later this year, as it has cuts at the June 12 conclusion of the two-day Full Truck Alliance YMM 49584 49215 369 3948 5 12.6
SIGA Technologies SIGA 10268 7824 2444 928 36 11.1
telegraphed, it makes sense to prepare for meeting. June options expire June 21.
VNET VNET 11717 10575 1142 1120 80 10.5
stocks to advance. If the small-cap thesis is wrong, and Globe Life GL 12519 465 12054 1224 79 10.2
When interest rates are finally cut, the IWM is below the strike price at expiration Vertone VERI 12902 10494 2408 1324 88 9.7

market mob will forget about the current because the Fed doesn’t lower rates as ex- MINISO Group MNSO 11656 10210 1446 1200 23 9.7
PHINIA PHIN 3967 3290 677 424 22 9.4
maladies, real and imagined, and focus on pected, or investors decide to sell on the Build-A-Bear Workshop BBW 10823 7208 3615 1212 0 8.9
buying stocks. The natural question thus news, the money that was spent on the call LifeMD LFMD 9927 8807 1120 1140 17 8.7
becomes: Which stocks are most likely to would be lost. Williams-Sonoma WSM 61455 23666 37789 7188 21 8.5
Dollar Tree DLTR 248688 86342 162346 34032 17 7.3
benefit? Losing money is never pleasant, but Dr. NextNav NN 54108 50344 3764 7856 50 6.9
There is a nascent expectation among Freud might observe that the experience
some sophisticated investors that small- can be more useful, at least in terms of 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
capitalization stocks could benefit more psychological resilience and trade disci- 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
when the Fed makes its move. pline, than a nice win. B
March 18, 2024
I N S I DE SC OOP
Snowflake Director Buys
The Stock on the Dip
BY ED LIN
S
nowflake stock tumbled at
the end of February when
the software company sur-
prised Wall Street and in-
vestors by announcing that
CEO Frank Slootman was
retiring immediately. Also,
disappointing guidance overshadowed
a strong fourth-quarter report. One
director bought the stock dip.
Slootman said at the time of the
report that the company’s guidance
was meant to be conservative and he
was bemused by the stock’s reaction.
“I mean, I’m chuckling here,” Sloot-
man told Barron’s. “We had an excep-
tional quarter.... The thing you should
be reacting to is the real results that
we published rather than the guide.
For consumption companies like ours,
it’s hard to give guidance.”
Investors weren’t as lighthearted.
Pension Raised Stakes
In Nvidia, Intel, and
AMD Stock in Late 2023
A
major pension recently loaded
up on a few U.S. chip stocks.
Caisse de dépôt et placement
du Québec materially raised
stakes in Nvidia, Intel, and Advanced
Micro Devices in the fourth quarter. It
also halved an investment in Micron
Technology. CDPQ, as the pension is
known, disclosed its latest stock posi-
tions in a form it filed with the Securi-
ties and Exchange Commission.
CDPQ didn’t respond to a request
for comment on the investment
changes. It managed net assets of
$320 billion as of Dec. 31, making
CDPQ Canada’s second-largest public
Snowflake stock dived 18% to end at
$188.28 on Feb. 29, after the company
made the disclosures. The shares have
slipped since.
Mark D. McLaughlin paid $501,300
on March 6 for 3,030 Snowflake
shares, an average price of $165.45
each. The director now owns 11,687
shares in a personal account, account-
ing to a form McLaughlin filed with the
Securities and Exchange Commission.
His stake includes unvested restricted
stock units.
McLaughlin and Snowflake both
declined to comment on his stock
purchase. A former Palo Alto Net-
works chairman and CEO,
McLaughlin joined Snowflake’s board
in April 2023.
He last purchased Snowflake stock
in May of last year at about the same
share price, paying $300,000 for
1,831 shares, an average price of
$163.80 each.
pension, and one of the 20 largest in
the world by assets.
Nvidia stock has been on a rampage.
Shares rocketed 239% in 2023 com-
pared with a 66% rise in the iShares
Semiconductor exchange-traded
fund, which counts all four aforemen-
tioned stocks as components. So far in
2024, Nvidia stock has soared 77%,
while the ETF has gained 23%.
The market has shown an insatia-
ble appetite for Nvidia’s prospects in
artificial intelligence, sending the
company’s market value past $2 tril-
lion. The steep appreciation has fueled
talk that the shares are in a bubble.
CDPQ bought 373,497 additional
Nvidia shares to end the fourth quar-
ter with 2.1 million shares.
The pension bought three million
more Intel shares in the fourth quarter
to lift its stake to 10.1 million shares. B
BARRON’S
Increases in
Holdings
Archer Aviation
Stellantis increased its stake in
the electric vertical aircraft manu-
facturer to 42,399,946 shares. Stel-
lantis did so through the purchase
of 3,603,583 Archer Aviation
shares from March 4 through
March 7, 2024 at per share prices
ranging from $4.22 to $4.51. Pur-
suant to a forward purchase agree-
ment, Stellantis will have the right
to nominate one individual for
election to the board at the annual
stockholder meeting, set to occur
in 2026, as long as it continues to
beneficially own at least 12.5% of
Archer’s Class A common stock.
Following the purchases, Stellantis
owns 15.1% of Archer Aviation’s
outstanding stock. Archer Avia-
tion shares have lost roughly 12%
year to date.
Snowflake stock Decreases in
tumbled at the
end of February
on a surprise CEO
Holdings
exit and disap- Garrett Motion
pointing guidance. Cyrus Capital Partners lowered
Director Mark
McLaughlin
its stake in the auto hardware
maker to 28,827,284 shares. Cyrus
bought up stock. did so through the sale of 729,860
Garrett Motion shares from Feb.
15 through March 5, 2024, at per
share prices ranging from $9.15 to
$9.91. Following the sales, Cyrus
Capital Partners continues to hold
an additional 12.1% of Garrett Mo-
tion’s outstanding stock. Garrett
Motion shares have remained
mostly flat year to date.
BJ’s Restaurants
Fund 1 Investments cut its stake
in the restaurant owner and opera-
tor to 2,326,476 shares. Fund 1
Investments sold 242,000 BJ’s
Restaurants shares on March 4,
2024, at a price of $35.53 apiece.
33
Fund 1 Investments entered into a
cooperation agreement with BJ’s
Restaurants on Feb. 27, pursuant
to which BJ’s Restaurants ap-
pointed C. Bradford Richmond to
the board until his re-election at
the 2024 annual meeting. Follow-
ing the sale, Fund 1 Investments
now owns 9.9% of BJ’s Restau-
rants’ outstanding stock. BJ’s Res-
taurants shares have gained
roughly 2% year to date.
Potbelly
180 Degree Capital reduced its
stake in the restaurant franchise
group to 1,761,429 shares. 180
Degree did so through the sale of
433,222 Potbelly shares from Jan.
16 through March 7, 2024, at
prices ranging from $12.37 to
$13.59 apiece. 180 Degree Capital
offset those sales with the pur-
chase of 25,500 Potbelly shares at
$11.90 on March 11, 2024. Follow-
ing the sales, 180 Degree Capital
owns 6% of Potbelly’s outstanding
stock. Potbelly shares have gained
about 17% year to date.
Donnelley Financial
Solutions
Simcoe Capital Management
reduced its stake in the global risk
and compliance solutions com-
pany to 2,232,487 shares. Simcoe
Capital Management sold 253,776
Donnelley Financial shares
through two affiliates from March
6 to March 7, 2024, at prices rang-
ing from $61.75 to $65.50 apiece.
Following the sale, Simcoe Capital
now holds 7.7% of Donnelley Fi-
nancial’s outstanding stock.
Shares of Donnelley Financial
have gained roughly 5.2% year
to date.
These disclosures are from 13Ds filed with
the Securities and Exchange Commission.
13Ds are filed within 10 days of an entity’s
attaining more than 5% in any class of a
company’s securities. Subsequent changes
in holdings or intentions must be reported
in amended filings. This material is from
March 7 through March 13, 2024. Source:
VerityData (verityplatform.com)
34 BARRON’S March 18, 2024

CHARTING THE MARKET

A graphic look at selected stock activity
for the week ended March 15, 2024
Edited by Bill Alpert

Madrigal Pharmaceuticals Adobe Jabil Robinhood Markets

MDGL (NASD) • $270.37 • 15.05 ADBE (NASD) • $492.46 • -59.23 JBL (NYSE) • $123.15 • -28.09 HOOD (NASD) • $18.15 • 1.15
The company won the first approval of a drug that Sales and profit in the graphics software firm’s Calling the August 2024 fiscal year “transitional,” the The broker’s February trading volume rose 36%
directly treats liver scarring caused by obesity. Lilly February quarter beat forecasts. But May-quarter contract electronics maker cut its sales outlook 8%, from January, and 41% from February 2023. Crypto
and Novo weight-loss drugs had shadowed its story. guidance fell short of Wall Street’s models. to $28.5 billion. Profit could be $8.40 a share. trades rose 86% from 2023. Buy, said Bernstein.

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

324 641 159 21
283 577 140 18
242 513 121 15
201 449 102 12
160 385 83 9
119 321 64 6

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

8 44 40 196
4 22 20 98
0 0 0 0
M A M J J A S O N D J F M M A M J J A S O N D J F M M A M J J A S O N D J F M M A M J J A S O N D J F M

Dick's Sporting Goods Under Armour Dollar Tree Williams-Sonoma

DKS (NYSE) • $211.48 • 30.37 UAA (NYSE) • $7.15 • -1.29 DLTR (NASD) • $127.42 • -20.49 WSM (NYSE) • $283.77 • 48.87
The sporting goods retailer upped its quarterly Founder Kevin Plank will return as the sportswear The discounter will close 600 stores soon, and 400 January-quarter profit of $5.44 beat forecasts by
dividend 10%, to $1.10, after beating estimates with firm’s chief executive in April. He replaces a chief more as leases expire. January-quarter profit disap- 6%. The housewares seller raised its quarterly
a January-quarter profit of $3.85 a share. executive who barely lasted a year. pointed. Rival Dollar General’s outlook also soured. dividend 26%, to $1.13. It’s buying back stock.

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

223 11 162 294
198 10 150 257
173 9 138 220
148 8 126 183
123 7 114 146
98 6 102 109

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

36 66 32 16
18 33 16 8
0 0 0 0
M A M J J A S O N D J F M M A M J J A S O N D J F M M A M J J A S O N D J F M M A M J J A S O N D J F M

Ulta Beauty EQT SentinelOne United States Steel

ULTA (NASD) • $535.98 • -4.24 EQT (NYSE) • $33.43 • -4.09 S (NYSE) • $22.09 • -5.36 X (NYSE) • $38.85 • -8.59
Sales growth will slow to about 5% in 2024, from The country’s largest natural-gas producer made a While sales grew 38% in the cybersecurity firm’s President Biden said he opposed the company’s
last year’s 10%, said the cosmetics retailer. Ulta has deal to buy pipeline company Equitrans Midstream. January quarter, and losses shrank, guidance for planned sale to Japan’s Nippon Steel. He wants the
a million TikTok follwers and opposes the app’s ban. The value of the combined company: $35 billion. an Aoril operating loss was worse than expected. steel company to remain domestically-owned.

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

577 47 32 53
535 43 28 46
493 39 24 39
451 35 20 32
409 31 16 25
367 27 12 18

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

12 90 98 220
6 45 49 110
0 0 0 0
M A M J J A S O N D J F M M A M J J A S O N D J F M M A M J J A S O N D J F M M A M J J A S O N D J F M

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.
March 18, 2024 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
Ranpak(PACK) 15509 7.51 +2.95 +64.7 PLDT(PHI) 4379 3291.9 24.88 +1.76 AeonBiopharma(AEON) 818 628.6 15.75 +4.49 Immuneering(IMRX) 10122 3023.7 1.91 –4.65
Starrett A(SCX) 2007 15.76 +5.84 +58.9 Starrett A(SCX) 2007 1459.9 15.76 +5.84 IssuerDirect(ISDR) 312 447.1 11.90 –1.65 SpruceBio(SPRB) 37784 2145.9 0.81 –4.30
NuScalePower(SMR) 38890 7.85 +2.36 +43.0 SonidaSrLiving(SNDA) 469 740.9 26.16 +7.37 BK Tech(BKTI) 123 315.5 12.82 +1.15 Vroom(VRM) 6292 1842.3 13.00 +0.46
SonidaSrLiving(SNDA) 469 26.16 +7.37 +39.2 AppliedIndlTechs(AIT) 8285 689.8 189.48 +4.47 EVeMobilityA(EVE) 499 223.1 10.92 +0.03 IXAcqnA(IXAQ) 334 1058.8 11.16 +0.04
FlotekIndustries(FTK) 972 3.84 +1.05 +37.6 AirLease(AL) 30708 590.1 47.13 +3.33 SilverCrestMetals(SILV) 15918 192.7 6.72 +1.15 CtznCmntyBcp(CZWI) 694 914.8 12.25 +0.03
VaalcoEnergy(EGY) 11371 5.54 +1.25 +29.1 AtmusFiltration(ATMU) 43245 570.0 26.12 +2.26 Cryo-Cell(CCEL) 87 138.4 5.65 –0.40 MGE Energy(MGEE) 10302 747.6 75.09 –5.78
IHS Holding(IHS) 5128 3.04 +0.64 +26.7 NoahHoldings(NOAH) 2607 555.2 10.15 –0.72 CompX Intl(CIX) 130 111.1 29.93 +0.58 ForresterRes(FORR) 3644 744.5 21.00 +0.58
Bally's(BALY) 7358 13.32 +2.70 +25.4 EquitransMdstm(ETRN) 120150 537.1 11.08 –0.07 SkyHarbour(SKYH) 327 110.1 12.95 +0.23 TurtleBeach(HEAR) 6921 699.5 15.41 +4.83
Cummins(CMI) 51468 495.7 274.84 +6.24 InfuSystems(INFU) 437 108.0 9.28 –0.46 ProjectEnReimag(PEGR) 662 587.6 10.71 –0.04
Losers Movado(MOV) 4109 454.7 26.66 –0.95 EVI Industries(EVI) 209 107.9 24.01 +3.20 ResourcesConnect(RGP) 10029 550.2 13.26 –0.78
Name (Sym) Volume Close Change %Chg.
TrueBlue(TBI) 9428 415.8 11.74 –0.32 BluerockHomes(BHM) 77 80.8 16.19 +1.18 SWK Holdings(SWKH) 228 508.4 17.45 +1.11
SOS(SOS) 8467 1.47 –0.80 –35.2 PHINIA(PHIN) 14029 412.2 36.29 +2.19 Electromed(ELMD) 224 69.0 17.52 +0.33 BGC(BGC) 101598 499.8 8.36 –0.14
AltusPower(AMPS) 12220 4.57 –2.05 –31.0 Marcus&Millichap(MMI) 3672 403.1 33.00 –1.56 flyExclusive(FLYX) 288 63.2 16.64 –1.86 Cardlytics(CDLX) 21844 489.8 14.50 +6.57
Torrid(CURV) 419 3.52 –1.35 –27.7 OilStatesIntl(OIS) 22836 383.2 5.95 +0.35 GencorInds(GENC) 220 58.7 16.17 –0.53 BlackLine(BL) 17299 424.5 65.63 –1.38
LiveWire(LVWR) 214 6.08 –2.11 –25.8 FutureFuel(FF) 7474 381.5 7.06 +1.39 JawsMustangA(JWSM) 61 47.7 11.05 –0.01 Linde(LIN) 47481 420.8 468.23 +5.68
Doma(DOMA) 80 4.15 –1.36 –24.7 HamiltonIns(HG) 4184 377.6 13.08 –1.11 AlphaProTech(APT) 445 46.2 5.74 –0.19 CARGOTherapeutics(CRGX) 5357 401.8 31.28 +0.56
Cazoo(CZOO) 256 2.12 –0.62 –22.6 ClearwaterPaper(CLW) 3328 376.1 40.98 +0.81 Intellinetics(INLX) 128 45.8 10.00 +2.07 BowmanConsult(BWMN) 1390 386.2 39.57 +5.27
Compass(COMP) 35484 2.93 –0.81 –21.7 ArchResources(ARCH) 8799 375.6 161.00 –23.50 TrioTech(TRT) 50 37.5 6.59 +0.92 InvestcorpEur I A(IVCB) 1178 385.3 11.21 +0.07
Skillsoft(SKIL) 209 9.36 –2.39 –20.3 MetalsAcqn(MTAL) 345 374.7 13.09 +0.82 IdahoStratRscs(IDR) 169 30.2 8.40 +0.30 Radware(RDWR) 4820 381.5 19.55 +1.18
ADT(ADT) 85739 371.9 6.26 –0.25 AcmeUnited(ACU) 137 28.9 41.76 +2.04 ConsensusCloud(CCSI) 6296 377.6 13.66 –0.67

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. Fisker(FSR) 1058259 0.17 –0.20 –53.5 Tellurian(TELL) 292629 0.96 +0.09 +11.0 SoundHoundAI(SOUN) 662478 8.91 +3.05 +52.0
AgeX Therap(AGE) 94 22.32 +8.96 +67.0 PalantirTech(PLTR) 306076 23.49 –2.55 –9.8 B2Gold(BTG) 110300 2.62 –0.01 –0.4 Tesla(TSLA) 502332 163.57 –11.77 –6.7
AeonBiopharma(AEON) 818 15.75 +4.49 +39.9 FordMotor(F) 257779 12.06 –0.12 –1.0 Cybin(CYBN) 91056 0.46 +0.07 +17.8 Nikola(NKLA) 411196 0.64 –0.03 –3.9
Intellinetics(INLX) 128 10.00 +2.07 +26.1 Pfizer(PFE) 252661 27.94 +0.72 +2.6 DenisonMines(DNN) 76863 1.88 +0.04 +2.2 AdvMicroDevices(AMD) 391600 191.06 –16.33 –7.9
SilverCrestMetals(SILV) 15918 6.72 +1.15 +20.6 NY CmntyBcp(NYCB) 239470 3.90 +0.48 +14.0 NewGold(NGD) 75920 1.70 +0.20 +13.3 Apple(AAPL) 365447 172.62 +1.89 +1.1
TrioTech(TRT) 50 6.59 +0.92 +16.2 AT&T(T) 230437 17.05 –0.15 –0.9 AultAlliance(AULT) 62827 0.43 +0.04 +9.5 NVIDIA(NVDA) 321642 878.36 +3.09 +0.4
ContangoOre(CTGO) 178 23.88 +3.23 +15.6 Vale(VALE) 223853 11.96 –1.23 –9.3 GeniusGroup(GNS) 56232 0.42 +0.08 +25.3 SoFiTech(SOFI) 272450 7.03 –0.68 –8.8
EVI Industries(EVI) 209 24.01 +3.20 +15.4 NIO(NIO) 221307 5.58 –0.22 –3.8 KulrTech(KULR) 53440 0.15 +0.02 +12.9 Rivian(RIVN) 242654 11.04 –1.74 –13.6
Myomo(MYO) 1661 3.58 +0.39 +12.2 BankofAmerica(BAC) 211336 35.41 –0.19 –0.5 UraniumEner(UEC) 50144 6.28 –0.09 –1.4 Intel(INTC) 223679 42.64 –1.36 –3.1
BristolMyers(BMY) 194452 52.34 –1.45 –2.7 Globalstar(GSAT) 27103 1.47 +0.15 +11.4 Geron(GERN) 221776 3.36 +1.11 +49.3
Losers Li-Cycle(LICY) 169635 0.76 +0.34 +80.1 PerspectiveTherap(CATX) 24746 1.07 –0.12 –10.1 Grab(GRAB) 215118 3.17 +0.09 +2.9
Name (Sym) Volume Close Change %Chg.
NuHoldings(NU) 158500 11.61 +0.54 +4.9 LairdSuperfood(LSF) 24722 3.21 +2.36 +277.6 Amazon.com(AMZN) 209993 174.42 –0.93 –0.5
1847Holdings(EFSH) 2924 1.36 –1.64 –54.7 BigBear.ai(BBAI) 153463 2.44 –0.13 –5.1 AmerGold&Silver(USAS) 22213 0.20 –0.06 –21.9 Alphabet A(GOOGL) 175025 141.18 +5.77 +4.3
Zedge(ZDGE) 551 2.85 –1.02 –26.4 GeneralMotors(GM) 150913 40.69 +1.19 +3.0 Zomedica(ZOM) 21760 0.13 –0.01 –6.0 PrestoAutomation(PRST) 166074 0.28 +0.02 +7.5
Ashford(AINC) 96 1.94 –0.57 –22.7 Coupang(CPNG) 144009 18.13 –0.21 –1.1 Ur-Energy(URG) 21439 1.47 –0.10 –6.4 WarnerBrosA(WBD) 159204 8.54 –0.19 –2.2
Volato(SOAR) 637 3.48 –0.81 –18.9 PetroleoBrasil(PBR) 141014 14.54 –0.24 –1.6 TasekoMines(TGB) 19245 1.91 +0.17 +9.8 SolidionTech(STI) 148619 1.74 +0.96 +124.5
PerfectMoment(PMNT) 37 3.63 –0.69 –16.0 GinkgoBioworks(DNA) 138460 1.08 –0.14 –11.5 EquinoxGold(EQX) 18940 5.21 +0.51 +10.9 AmerAirlines(AAL) 144357 13.96 –0.72 –4.9
Servotronics(SVT) 15 11.64 –2.21 –16.0 Kenvue(KVUE) 135036 20.34 +0.32 +1.6 HNR Acqn(HNRA) 16910 3.12 +1.18 +60.8 Alphabet C(GOOG) 138300 142.17 +5.88 +4.3
UnusualMachines(UMAC) 5626 2.41 –0.34 –12.4 HewlettPackard(HPE) 127485 16.73 –1.26 –7.0 RingEnergy(REI) 16716 1.87 +0.31 +19.9 Microsoft(MSFT) 133604 416.42 +10.20 +2.5
Cel-Sci(CVM) 1355 2.01 –0.28 –12.2 Carnival(CCL) 127251 16.26 –0.11 –0.7 NovaBayPharm(NBY) 15959 0.14 –0.00 –0.5 Lucid(LCID) 131895 2.70 –0.40 –12.9

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 UraniumEner(UEC) 327151 6.28 –0.09 –1.4 NVIDIA(NVDA) 282101734 878.36 +3.09 +0.4
BerkHathwy A(BRK.A) 40095018618133.69+8385.26 +1.4
Name (Sym) Volume Close Change %Chg.
TaiwanSemi(TSM) 14173530 136.98 –9.39 –6.4 B2Gold(BTG) 287980 2.62 –0.01 –0.4 Tesla(TSLA) 85054662 163.57 –11.77 –6.7
Cardlytics(CDLX) 21844 14.50 +6.57 +82.8 Tellurian(TELL) 272193 0.96 +0.09 +11.0 AdvMicroDevices(AMD) 75819442 191.06 –16.33 –7.9
Cummins(CMI) 13860765 274.84 +6.24 +2.3
Veritone(VERI) 61125 3.88 +1.64 +73.2 DenisonMines(DNN) 139230 1.88 +0.04 +2.2 Apple(AAPL) 62643812 172.62 +1.89 +1.1
Oracle(ORCL) 13744604 125.54 +13.12 +11.7
HCM Acqn A(HCMA) 86 12.81 +5.31 +70.8 NewGold(NGD) 127202 1.70 +0.20 +13.3 Microsoft(MSFT) 55492651 416.42 +10.20 +2.5
ExxonMobil(XOM) 12051485 111.27 +2.89 +2.7
Arq(ARQ) 3260 5.66 +2.29 +68.0 ImperialOil(IMO) 119377 67.38 +3.04 +4.7 SuperMicroComp(SMCI) 47100881 1068.83 –71.18 –6.2
Boeing(BA) 11793416 182.53 –15.96 –8.0
AirshipAI(AISP) 21988 10.75 +3.95 +58.1 Seaboard(SEB) 104730 3186.92 –23.26 –0.7 MetaPlatforms(META) 43540241 484.10 –21.85 –4.3
EliLilly(LLY) 11509930 754.17 –7.97 –1.0
SoundHoundAI(SOUN) 662478 8.91 +3.05 +52.0 SilverCrestMetals(SILV) 101163 6.72 +1.15 +20.6 Amazon.com(AMZN) 36616580 174.42 –0.93 –0.5
UnitedHealth(UNH) 10313487 490.82 +14.25 +3.0
SIGA Tech(SIGA) 11344 7.33 +2.47 +50.8 EquinoxGold(EQX) 94456 5.21 +0.51 +10.9 MicroStrategy(MSTR) 33805517 1782.36 +356.77 +25.0
BristolMyers(BMY) 10263394 52.34 –1.45 –2.7
Geron(GERN) 221776 3.36 +1.11 +49.3 EnergyFuels(UUUU) 81956 6.04 –0.02 –0.3 Broadcom(AVGO) 29893862 1235.50 –73.22 –5.6
Merck(MRK) 10203872 121.52 –1.98 –1.6
Losers Salesforce(CRM) 9634215 294.33 –10.95 –3.6 HNR Acqn(HNRA) 74230 3.12 +1.18 +60.8 Alphabet A(GOOGL) 24541441 141.18 +5.77 +4.3
Name (Sym) Volume Close Change %Chg. Visa(V) 9529784 283.04 +3.00 +1.1 NatlHealthcare(NHC) 47277 92.26 –0.28 –0.3 Linde(LIN) 22187470 468.23 +5.68 +1.2
JPMorganChase(JPM) 8780330 190.30 +2.08 +1.1 ParkNational(PRK) 42912 128.86 –5.42 –4.0 CoinbaseGlbl(COIN) 21876173 242.36 –14.26 –5.6
LianBio(LIAN) 23938 0.35 –4.58 –92.9
HomeDepot(HD) 8380377 373.23 –0.12 –0.0 LairdSuperfood(LSF) 41992 3.21 +2.36 +277.6 Alphabet C(GOOG) 19551058 142.17 +5.88 +4.3
SpruceBio(SPRB) 37784 0.81 –4.30 –84.2
BerkHathwy B(BRK.B) 8029019 408.13 +4.98 +1.2 Cybin(CYBN) 40679 0.46 +0.07 +17.8 Adobe(ADBE) 18298559 492.46 –59.23 –10.7
Immuneering(IMRX) 10122 1.91 –4.65 –70.9
AbbVie(ABBV) 7972710 177.88 –0.97 –0.5 CentrusEnergy(LEU) 39943 38.25 –1.80 –4.5 Costco(COST) 10838654 725.63 +0.07 +0.0
Nature'sMiracle(NMHI) 765 1.80 –2.94 –62.0
Chevron(CVX) 7880021 155.55 +5.67 +3.8 Globalstar(GSAT) 38870 1.47 +0.15 +11.4 Netflix(NFLX) 10505178 605.88 +1.06 +0.2
CareMax(CMAX) 536 5.54 –5.66 –50.5
BankofAmerica(BAC) 7559346 35.41 –0.19 –0.5 MAG Silver(MAG) 37348 9.43 +0.42 +4.7 Intel(INTC) 9732512 42.64 –1.36 –3.1
CERoTherap(CERO) 2834 2.15 –1.80 –45.6
PalantirTech(PLTR) 7554937 23.49 –2.55 –9.8 NovaGoldRscs(NG) 37224 2.75 +0.20 +7.8 MicronTech(MU) 8713931 93.25 –4.37 –4.5
MultiSensorAI(MSAI) 1099 2.31 –1.91 –45.3
WellsFargo(WFC) 7074831 57.51 +0.44 +0.8 TasekoMines(TGB) 35704 1.91 +0.17 +9.8 Qualcomm(QCOM) 8146561 167.20 –3.37 –2.0
PsyenceBiomed(PBM) 42960 1.29 –0.82 –38.9

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
MARKET VIEW
TikTok Bill, Pro and Con
Research and Strategy
BTIG
btig.com
March 14: On March 13, the House of Rep-
resentatives voted 352 to 65 in favor of
H.R. 7521, a bill that would require Tik-
Tok to be sold within 180 days or else be
banned from domestic app stores and
servers. The bill’s future will now be
determined by Senate Majority Leader
Chuck Schumer (D., N.Y.), a septuagenar-
ian who still uses a flip phone....
The Bull Case for the Bill. The bull case
for the bill is predicated on its strong
showing in the House. It is difficult in this
political climate to get a bill naming a post
office cleared through the House with 352
lawmakers voting yes, so this bill’s quick
movement is undeniably noteworthy. It is
also significant that Senators Mark War-
ner (D., Va.) and Mark Rubio (R., Fla.), the
top two members of the Senate Intelli-
gence Committee offered their support for
this bill. Finally, the White House sup-
ports this bill.
The Bear Case for the Bill. The bear
case is predicated on the bill hitting a wall
in the Senate, which happens with regu-
larity, especially on Big Tech legislation.
Most notably, Sen. Schumer and Senate
Commerce Committee Chair Maria
Cantwell (D., Wash.) are reticent and
seemingly antagonistic, respectively.
There are also First Amendment concerns
that will influence a number of progres-
sives and libertarians such as Sen. Rand
Paul (R., Ky.). Perhaps most importantly,
the Senate will move slowly on this pack-
age, which gives TikTok time to spin-up
its substantial advocacy machine.
The company’s pressure campaign ap-
peared to backfire in the House, as the flood
of calls suggested an untoward influence
on its users, but the company will likely
employ a more targeted pressure campaign
in the Senate. Finally, former President
Donald Trump has announced that he is
opposed to this bill, although it is too early
to gauge the magnitude of his opposition or
its impact on the Senate’s calculus.
—Isaac Boltansky
To be considered for this section, material, with
the author’s name and address, should be sent
to MarketWatch@barrons.com.
BARRON’S
Copper’s Big Rally
Article
ING
think,ing.com
March 14: Copper rallied to its highest
level seen in 11 months yesterday as major
smelters in China pledged to control capac-
ity. Executives from 19 smelters have agreed
to re-arrange maintenance work, reduce
runs, and delay the start-up of new proj-
ects, the China Nonferrous Metals Industry
Association said in a statement following a
meeting on Wednesday....
Meanwhile, mining companies are fac-
ing increasing social and environmental
scrutiny. Most recently, in Panama, Can-
ada’s First Quantum mine has ignited mas-
sive protests in the country and has been
forced to shut down activity. Cobre Panama
copper mine is one of the world’s largest
sources of copper, accounting for 1% of
global copper output. This comes at a time
when output from existing mines is close
to a peak due to declining ore grades...
We see copper prices moving higher in
the second quarter (which is seasonally the
strongest quarter of the year) to average
$8,500 a ton from an average of $8,400 a
ton in the first quarter.
—Ewa Manthey, Warren Patterson
Productivity to the Rescue?
Market Commentary
Cresset
cressetcapital.com
March 14: We believe continued productiv-
ity growth driven by automation, AI, and
business investment will support higher
economic growth and corporate profits
while keeping inflation quiescent. In fact, a
prolonged period of rising wages and tight
labor markets could spur a virtuous cycle
of investment, productivity growth, and
higher living standards, although capital
has tended to enjoy an outsize benefit from
productivity. While history suggests that
economies face a trade off between employ-
ment and inflation, productivity could en-
able us to have our cake and eat it, too.
Risks remain, however. A broader mar-
ket could coincide with weaker market
indexes, if the prices of the largest names
decline even as the average share price
improves. And recent readings suggest
that it’s too early for the Fed to declare
“The [TikTok] bill’s future will now be deter-
mined by Senate Majority Leader Chuck
Schumer (D., N.Y.), a septuagenarian who
still uses a flip phone.”
Isaac Boltansky, BTIG
victory over inflation just yet.
—Jack Ablin
Magnificent 7 Divergence
The Lancz Letter
Lancz Global
lanczglobal.com
March 12: Back in January, we highlighted
the Mag Seven in priority order to empha-
size the importance of being selective over
the long term. Turns out, in just two months,
the differences among a small group of
stocks can be massive. Our favorite two,
Nvidia and Amazon.com, are up 76.8%
and 15.4%, respectively, year to date. The
bottom two of our list, Tesla and Apple, are
down -29.4% and -11.2%, respectively. That
equates to an average gain of 46.1% YTD for
our two favorite Mag Seven companies, com-
pared with an average loss of -20.8% YTD
for the two at the bottom of our list.
LanczGlobal remains a big proponent of
the long-term productivity potential of AI
for business, but investors need to be selec-
tive and not get carried away with the mo-
mentum enthusiasts....While the AI catalyst
should continue to provide a boost for many
Market Sentiment
Citigroup Panic/Euphoria Model Last +0.31 Euphoria
F M A M J J
The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and sell
signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be higher one year
later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later.
March 18, 2024
This commentary was issued recently by
money managers, research firms, and market
newsletter writers. Edited by Barron’s staff.
stocks, the past two months have illustrated
the importance of focusing on risk and being
selective.
—Alan B. Lancz
Dividend Aristocrats
Market Commentary
ProShares
proshares.com
March 11: An equal-weighted approach
to portfolio construction may seem like an
obvious pivot to potentially address con-
centration risks. But will it be enough?
Our view is that earnings will be a key
driver for the equity markets in 2024. While
expectations are optimistic for 2024, the
S&P 500 is coming off a flat earnings perfor-
mance in 2023. The S&P 500 Dividend Aris-
tocrats, on the other hand, were a reliable
source for resilient earnings growth. Given
their relatively attractive valuations versus
the S&P 500, their potential ability to deliver
more consistent levels of earnings growth,
and their equal-weighted construction, the
Dividend Aristocrats may be an option in a
heavily concentrated market.
—Kieran Kirwan
Neutral Panic
0.6
0.4
0.2
0
-0.2
-0.4
-0.6
A S O N D J F M
Source: Citigroup Investment Research - US Equity Strategy
March 18, 2024 BARRON’S 37

Barron's 50-Stock Average 51 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 53 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 March 11-15, 2024 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.
59.65 27.92 Alteryx AYX ... dd 48.25 +0.09 ... 12.74 8.58 ApolloComRlEst ARI 12.6 38 11.15 +0.11 .35 182.08 120.85 AutoNation AN ... 7 159.10 +10.09 ... 62.21 12.35 Biohaven BHVN ... dd 57.07 –0.90 ...
A
3.82 1.75 AlticeUSA ATUS ... 23 2.67 –0.08 ... 115.03 55.16 ApolloGlblMgmt APO 1.6 13 110.41 +1.66 .43 3152.66 2277.88 AutoZone AZO ... 22 3124.33 +44.84 ... 494.05 261.59 Bio-RadLab A BIO ... dd 333.51 –10.25 ...
73.95 50.06 AAR AIR ... 33 62.85 –1.65 ... 24.00 12.83 AltoNeurosci ANRO ... ... 15.81 +2.05 ... 17.90 13.66 AppleHospREIT APLE 5.9 21 16.18 –0.69 .08 198.66 153.07 Avalonbay AVB 3.7 28 183.82 –3.13 1.70 55.00 35.83 Birkenstock BIRK ... 87 47.09 –0.09 ...
53.05 37.61 ABMIndustries ABM 2.1 11 42.31 +0.39 .225 48.04 39.07 Altria MO 8.9 10 43.87 +2.00 .98 194.28 122.24 AppliedIndlTechs AIT .8 20 189.48 +4.47 .37 41.22 27.46 Avangrid AGR 4.9 18 35.62 –0.21 .44 66.85 46.43 BlackHills BKH 5.0 13 52.12 –1.72 .65
6.62 4.30 ACCO Brands ACCO 5.7 dd 5.25 –0.21 .075 7.28 4.08 AltusPower AMPS ... dd 4.57 –2.05 ... 145.14 109.95 Aptargroup ATR 1.2 33 141.00 –2.09 .41 31.31 17.24 AvanosMedical AVNS ... dd 19.09 –0.80 ... 5.75 2.55 BlackBerry BB ... dd 2.85 +0.09 ...
11.78 6.62 AcresCmclRlty ACR ... 33 11.45 +0.29 ... 17.80 11.26 AmbacFin AMBC ... 94 15.04 –0.34 ... 113.60 71.01 Aptiv APTV ... 7 77.24 –0.95 ... 25.85 16.63 Avantor AVTR ... 53 25.08 –0.56 ... 845.00 596.18 BlackRock BLK 2.5 22 802.52 –33.60 5.10
6.04 0.36 ADC Therap ADCT ... dd 3.78 –0.72 ... 3.23 2.42 Ambev ABEV 5.1 14 2.50 –0.06.1443 33.04 23.55 Aramark ARMK 1.2 13 31.11 –0.55 .11 219.57 158.93 AveryDennison AVY 1.5 35 215.68 –0.05 .81 2.37 1.04 BlackSkyTech BKSY ... dd 1.26 –0.19 ...
7.60 4.89 ADT ADT 3.5 14 6.26 –0.25 .055 11.39 8.45 Amcor AMCR 5.3 22 9.48 +0.12 .125 17.74 10.10 ArborRealty ABR 13.2 7 12.96 +0.10 .43 42.63 27.73 Avient AVNT 2.5 50 40.93 –0.41.2575 133.53 79.29 Blackstone BX 2.7 68 124.97 –1.02 .94
94.01 74.40 AECOM ACM .8 cc 91.58 –0.15 .22 18.23 13.10 AmerSports AS ... ... 15.13 –0.36 ... 7.27 4.15 ArcadiumLithium ALTM ... ... 4.54 –0.30 ... 45.13 30.53 Avista AVA 5.6 15 33.94 –0.16 .475 23.82 16.61 BlackstoneMtg BXMT12.3 14 20.13 –0.08 .62
25.74 11.43 AES AES 4.6 46 15.01 –1.24.1725 26.13 15.79 AmerantBncpA AMTB 1.6 23 21.96 –0.30 .09 30.36 21.30 ArcelorMittal MT ... 27 26.42 +0.33 ... 34.45 25.03 AxaltaCoating AXTA ... 28 33.38 +0.23 ... 3.37 0.53 BlendLabs BLND ... dd 2.81 –0.29 ...
86.20 60.69 Aflac AFL 2.4 11 84.37 +2.26 .42 91.18 67.03 Ameren AEE 3.7 16 71.58 –1.43 .67 187.60 102.42 ArchResources ARCH .6 7 161.00 –23.50 1.40 60.00 32.05 AxosFinancial AX ... 7 49.43 –2.01 ... 52.90 28.83 BlockHR HRB 2.7 13 46.76 –1.43 .32
140.46 105.77 AGCO AGCO 1.0 7 116.43 +3.72 .29 63.19 17.55 Ameresco AMRC ... 18 21.25 +0.12 ... 7.49 1.77 ArcherAviation ACHR ... dd 5.02 +0.44 ... 13.87 5.80 Azul AZUL ... dd 8.00 +0.59 ... 87.52 38.85 Block SQ ... cc 80.17 –0.57 ...
6.89 4.82 AG Mortgage MITT12.4 4 5.80 –0.27 .05 23.07 16.00 AmericaMovil AMX 1.8 14 18.80 –0.31.1967 87.30 50.72 ADM ADM 3.4 9 59.31 +4.50 .50 20.62 8.41 BloomEnergy BE ... dd 9.26 –1.05 ...
B
14.28 3.60 a.k.a.Brands AKA ... dd 10.38 –0.08 ... 23.92 16.04 AmericanAssets AAT 6.3 25 21.17 +0.17 .335 19.42 8.78 Archrock AROC 3.5 28 18.72 +0.74 .165 15.37 12.06 BlueOwlCapital OBDC 9.7 7 15.22 +0.05 .35
54.97 3.59 AMC Ent AMC ... dd 4.44 +0.14 ... 9.55 6.29 AmericanAxle AXL ... dd 6.59 –0.10 ... 13.20 7.02 ArcosDorados ARCO 1.7 13 11.35 –0.19 .06 1.64 0.70 Bark BARK ... dd 1.37 –0.02 ... 18.33 9.70 BlueOwlCapital OWL 3.2 cc 17.31 –0.30 .14
112.44 53.77 AMN Healthcare AMN ... 11 58.72 –2.17 ... 26.44 9.95 AmerEagle AEO 2.2 27 23.16 +0.87 .125 89.07 57.56 Arcosa ACA .2 25 81.60 –3.12 .05 16.68 7.20 B&G Foods BGS 7.1 dd 10.75 –0.44 .19 132.67 61.80 BlueLinx BXC ... 22 116.26 –3.51 ...
9.20 3.35 AMTD Digital HKD ... 16 3.56 –0.11 ... 56.09 32.43 AmerEquity AEL ... 26 55.95 +0.36 ... 25.47 12.95 ArcusBiosci RCUS ... dd 18.98 +0.99 ... 22.54 18.71 BBB Foods TBBB ... ... 21.71 +0.74 ... 267.54 176.25 Boeing BA ... dd 182.53 –15.96 ...
5.49 1.65 AMTD IDEA AMTD ... 1 1.71 +0.01 ... 224.90 140.91 AmerExpress AXP 1.3 19 218.46 –4.91 .70 4.29 2.57 ArdaghMetalPkg AMBP11.5 dd 3.47 +0.01 .10 48.38 33.54 BCE BCE 8.2 20 34.40 –2.13.7405 143.56 59.32 BoiseCascade BCC .6 11 131.55 +2.35 .20
11.29 10.51 AP Acqn A APCA ... 64 11.25 +0.01 ... 132.47 105.22 AmericanFin AFG 2.1 13 132.45 +3.75 2.50 17.17 11.59 ArdmoreShipping ASC 5.5 6 16.56 +0.78 .21 3.40 1.68 BEST BEST ... dd 2.10 –0.03 ... 104.91 64.33 BootBarn BOOT ... 16 86.65 –2.63 ...
3.69 2.57 ARC Document ARC 7.5 14 2.65 +0.02 .05 14.56 12.63 AmerHlthcrREIT AHR ... ... 13.59 –0.22 ... 10.76 10.10 AresAcqnII A AACT ... 39 10.57 +0.01 ... 11.70 8.85 BGSF BGSF 6.0 17 10.01 +0.31 .15 150.59 87.99 BoozAllen BAH 1.4 47 144.79 –2.35 .51
11.68 6.70 ASE Tech ASX 3.9 23 10.81 –0.41.5714 37.97 28.79 AmHomes4Rent AMH 2.9 36 36.28 –0.57 .26 11.24 7.15 AresCommRealEst ACRE13.0 dd 7.71 +0.16 .25 69.11 54.28 BHP Group BHP 5.4 19 55.67 –1.63 1.44 47.05 29.51 BorgWarner BWA 1.4 12 32.12 +0.08 .17
104.29 63.27 ASGN ASGN ... 23 102.39 –0.88 ... 76.36 45.66 AIG AIG 1.9 15 76.27 +1.86 .36 139.48 73.97 AresMgmt ARES 2.8 54 132.11 –1.99 .93 139.50 51.94 BILL BILL ... dd 64.65 –3.98 ... 9.01 5.70 BorrDrilling BORR .0 96 6.83 +0.30 .05
19.99 13.43 AT&T T 6.5 9 17.05 –0.15.2775 31.59 11.69 AmRltyInv ARL ... 6 18.00 –1.84 ... 49.52 37.37 Argan AGX 2.5 20 48.97 –0.30 .30 6.95 2.20 BitMining BTCM ... dd 2.94 –0.21 ... 395.52 292.83 BostonBeer SAM ... 47 295.10 –3.71 ...
51.95 34.10 ATI ATI ... 20 49.37 –1.26 ... 95.08 70.22 AmerStWater AWR 2.4 21 71.77 –0.53 .43 13.70 6.69 ArisWater ARIS 2.6 23 13.60 +1.61 .09 78.97 60.33 BJ'sWholesale BJ ... 19 75.09 –0.39 ... 24.25 13.55 BostonOmaha BOC ... cc 15.92 +0.23 ...
20.28 5.78 ATI PhysTherapy ATIP ... dd 6.41 –0.25 ... 14.75 6.15 AmerStratInvt NYC ... dd 6.96 +0.31 ... 292.66 131.68 AristaNetworks ANET ... 42 277.73 +4.62 ... 40.84 33.52 BP BP 4.6 7 37.49 +1.08.4362 73.97 46.18 BostonProps BXP 6.3 52 62.60 –1.34 .98
48.89 33.02 ATS ATS ... 27 36.53 –0.96 ... 219.10 154.58 AmerTowerREIT AMT 3.3 62 197.34 –9.97 1.62 12.50 5.31 ArloTech ARLO ... dd 12.26 +1.05 ... 9.53 2.00 BP Prudhoe BPT ... 8 2.40 +0.28 ... 68.07 47.52 BostonSci BSX ... 62 66.23 –1.43 ...
15.99 10.04 A10Networks ATEN 1.8 26 13.64 +0.12 .06 22.58 8.41 AmerVanguard AVD .9 50 12.90 +2.07 .03 13.11 9.81 ArmadaHoffler AHH 7.9 dd 10.43 –0.19 .205 5.85 2.51 BRC BRCC ... dd 4.66 –0.25 ... 16.99 8.85 Bowlero BOWL 1.7 68 12.90 +0.14 .055
63.68 51.25 AXIS Capital AXS 2.8 16 63.16 +1.98 .44 153.43 114.25 AmerWaterWorks AWK 2.4 24 117.14 –1.30.7075 27.08 13.32 ArmourResREIT ARR 15.3 dd 18.78 –0.70 .24 3.45 1.06 BRF BRFS ... dd 3.31 –0.01 ... 31.94 23.29 Box BOX ... 44 29.40 –0.23 ...
50.23 21.34 AZEK AZEK ... 60 47.53 –1.37 ... 2.74 0.85 AmericanWell AMWL ... dd .89 –0.14 ... 123.82 62.03 ArmstrongWorld AWI .9 25 122.38 +0.27 .28 20.69 15.21 BRT Apartments BRT 6.1 cc 16.38 +0.26 .25 73.00 52.42 BoydGaming BYD 1.1 10 61.70 –1.46 .17
74.70 34.59 AZZ AZZ .9 26 72.71 +1.22 .17 33.90 24.31 AmericoldRealty COLD 3.5 dd 25.25 –1.03 .22 147.42 108.51 ArrowElec ARW ... 8 120.36 +0.33 ... 107.18 60.17 BWX Tech BWXT 1.0 37 99.45 –3.74 .24 63.02 46.77 Brady BRC 1.6 15 58.43 +1.15 .235
16.16 6.72 Aaron's AAN 7.2 89 6.95 –0.30 .125 421.85 277.99 Ameriprise AMP 1.3 18 419.49 +7.48 1.35 45.92 29.29 ArtisanPtrsAsset APAM 5.7 14 43.13 –1.58 .34 6.64 0.96 Babcock&Wilcox BW ... dd .99 –0.44 ... 4.37 1.81 BraemarHtls BHR 10.8 dd 1.85 –0.19 .05
121.64 89.67 AbbottLabs ABT 1.9 35 115.49 –5.47 .55 182.97 133.12 Ametek AME .6 32 181.52 +0.08 .28 20.49 11.60 Artivion AORT ... dd 19.75 –0.27 ... 170.86 113.91 BadgerMeter BMI .7 49 153.84 –7.20 .27 5.67 3.42 BrandywineRealty BDN 13.7 dd 4.37 –0.12 .15
182.89 130.96 AbbVie ABBV 3.5 65 177.88 –0.97 1.55 4.00 2.15 Ampco-Pitt AP ... 34 2.52 –0.01 ... 26.27 15.41 Asana ASAN ... dd 15.96 –3.01 ... 2.75 0.50 Bakkt BKKT ... dd .58 –0.01 ... 6.00 4.49 BrasilAgro LND 13.5 9 4.71 –0.09 .621
140.28 21.74 Abercrombie&Fitch ANF ... 20 125.89 +7.25 ... 112.40 72.00 Amphenol APH .8 35 109.30 –1.11 .22 256.39 178.40 AsburyAutomotive ABG ... 7 210.00 +0.30 ... 66.40 42.81 Ball BALL 1.2 29 64.08 –1.19 .20 12.67 6.26 Braskem BAK ... dd 8.53 +0.51 ...
17.73 12.37 AcadiaRealty AKR 4.5 81 16.17 –0.34 .18 8.21 3.56 AmplifyEnergy AMPY ... 1 6.03 +0.88 ... 5.09 1.24 AshfordHosp AHT ... dd 1.38 –0.13 ... 19.79 7.28 Bally's BALY ... dd 13.32 +2.70 ... 41.89 23.19 BreadFinancial BFH 2.3 3 37.19 –1.73 .21
12.05 8.28 AccelEnt ACEL ... 22 11.34 –0.11 ... 10.63 2.59 AmpriusTech AMPX ... dd 2.83 +0.17 ... 105.15 70.82 Ashland ASH 1.6 31 96.79 +1.28 .385 16.08 9.72 BancCalifornia BANC 2.9 dd 13.94 –0.92 .10 13.07 6.18 BridgeInvt BRDG 4.4 dd 6.35 –0.48 .07
387.51 248.42 Accenture ACN 1.4 35 374.60 –3.57 1.29 24.36 12.28 Amrep AXR ... 58 24.36 +1.36 ... 19.10 5.33 AspenAerogels ASPN ... dd 15.27 –1.75 ... 7.97 3.73 BancoBBVA BBAR .0 5 7.84 +0.47.064 119.21 71.65 BrightHorizons BFAM ... 89 113.53 –4.15 ...
264.30 149.30 AcuityBrands AYI .2 22 258.54 +4.62 .15 11.70 7.60 AndrettiAcqnA WNNR ... cc 10.16 –0.23 ... 36.53 22.92 AssetMarkFin AMK ... 22 35.71 –0.43 ... 11.42 6.32 BBVA BBVA 4.2 8 11.39 +0.59.1695 3.23 0.81 BrightScholar BEDU ... ... 2.17 +0.13 ...
70.10 43.62 Acushnet GOLF 1.4 21 62.00 –2.23 .215 11.60 6.80 AngelOakMtgREIT AOMR12.2 8 10.53 +0.19 .32 22.16 14.47 AssociatedBanc ASB 4.3 18 20.25 –0.88 .22 3.21 2.12 BancoBradesco BBDO 6.1 10 2.54 +0.05.0035 24.00 15.23 BrightSphere BSIG .2 15 22.59 –0.37 .01
12.51 7.34 Adecoagro AGRO 3.3 7 10.03 –0.08.1649 30.27 14.91 AngloGoldAsh AU .9 cc 22.01 –0.35 .19 40.55 31.01 AssocCapital AC .6 20 33.98 +0.54 .10 24.10 17.96 BancodeChile BCH 4.7 8 23.39 +0.171.6924 8.01 5.20 BrightSpire BRSP11.6 dd 6.87 +0.12 .20
46.51 30.11 Adient ADNT ... 14 32.58 –2.66 ... 67.09 51.66 AB InBev BUD 1.0 23 60.80 –1.28.8245 183.14 104.49 Assurant AIZ 1.6 15 181.16 +2.65 .72 28.84 16.26 Bladex BLX 7.1 6 28.23 –0.20 .50 10.36 5.16 BrightView BV ... dd 10.20 +0.30 ...
62.99 33.59 AdtalemGlbEduc ATGE ... 18 48.99 –1.10 ... 21.07 14.52 AnnalyCap NLY 13.3 dd 19.48 –0.16 .65 96.60 45.21 AssuredGuaranty AGO 1.4 7 90.83 +0.53 .31 43.79 16.49 BancoMacro BMA .0 2 43.50 +3.60.4262 90.13 59.46 Brink's BCO 1.0 46 84.50 +0.31 .22
129.90 47.73 AdvanceAuto AAP 1.2 cc 81.77 +8.69 .25 23.89 5.42 AnnovisBio ANVS ... dd 9.09 +0.12 ... 179.91 116.14 Atkore ATKR .7 11 178.91 +10.44 .32 6.66 4.76 BancSanBrasil BSBR 4.3 ... 5.72 +0.01.0831 49.85 28.23 BrinkerIntl EAT ... 14 47.93 –1.12 ...
168.44 75.02 AdvDrainageSys WMS .3 26 163.28 +1.53 .14 13.81 9.56 AnteroMidstream AM 6.7 17 13.36 +0.01 .225 37.86 23.32 AtlUnionBkshs AUB 3.8 13 33.65 –1.40 .32 21.81 16.24 BcoSantChile BSAC 4.7 14 20.20 +0.871.2511 71.07 47.58 BristolMyers BMY 4.6 14 52.34 –1.45 .60
41.11 23.93 AdvanSix ASIX 2.4 14 26.26 –0.62 .16 30.90 19.91 AnteroResources AR ... 33 25.81 –0.84 ... 24.69 15.28 AtlasEnergy AESI 2.8 13 21.93 +1.76 .21 4.46 3.20 BancoSantander SAN 3.0 6 4.42 +0.11.1027 0.14 0.02 BristolMyersRt CELG.RT .0 ... .06 ....0199
6.12 4.03 Aegon AEG 4.8 dd 5.76 –0.04.1734 9.43 4.09 AnywhereRealEst HOUS ... dd 5.22 –0.74 ... 125.28 101.00 AtmosEnergy ATO 2.8 18 114.55 –1.27 .805 34.43 22.19 BanColombia CIB 3.4 10 32.31 –0.37 .758 31.89 20.08 Bristow VTOL ... dd 25.75 +0.12 ...
86.12 49.58 AerCap AER ... 6 85.83 +4.39 ... 347.37 284.85 Aon AON .8 26 318.99 +2.24 .615 27.30 18.21 AtmusFiltration ATMU ... 13 26.12 +2.26 ... 36.45 24.96 BankofAmerica BAC 2.7 12 35.41 –0.19 .24 37.65 28.35 BritishAmTob BTI 9.7 dd 30.30 +0.66.7431
1.65 0.47 AevaTech AEVA ... dd .99 –0.33 ... 37.36 28.22 AptIncmREIT AIRC 5.7 7 31.69 –0.46 .45 3.30 1.01 ATRenew RERE ... dd 1.68 +0.54 ... 33.80 22.93 BankofButterfield NTB 5.9 7 29.77 –0.30 .44 24.47 19.40 BrixmorProp BRX 4.9 22 22.15 –0.60.2725
163.93 120.22 AffiliatedMgrs AMG .0 9 161.04 +1.94 .01 8.93 5.63 ApartmtInv AIV ... dd 7.44 –0.32 ... 34.10 23.81 Autohome ATHM 6.4 12 26.50 +0.81 1.15 75.19 30.83 BankofHawaii BOH 4.7 14 59.30 –3.46 .70 210.24 135.09 BroadridgeFinl BR 1.6 35 200.20 –3.35 .80
151.58 96.80 AgilentTechs A .6 35 147.48 –0.39 .236 39.95 20.05 APi Group APG ... dd 38.05 –0.88 ... 123.01 79.66 Autoliv ALV 2.3 21 120.03 +2.92 .68 100.12 73.98 BankMontreal BMO 3.6 18 93.85 –0.181.1172 17.59 13.68 Broadstone BNL 7.7 18 14.90 +0.09 .285
18.61 5.07 Agiliti AGTI ... dd 9.96 +0.05 ... 56.43 39.65 BankNY Mellon BK 3.1 14 54.41 –1.06 .42 6.35 2.27 BrookdaleSrLiving BKD ... dd 6.00 –0.05 ...
29.44 5.10 agilon health AGL ... dd 5.32 –0.60 ... 51.80 39.80 BankNovaScotia BNS 6.3 11 49.80 –0.33.7946 42.86 28.35 BrookfieldAsset BAM 3.3 11 40.92 –1.14 .38
61.15 43.22 AgnicoEagleMines AEM 2.9 14 55.94 +1.43 .40 34.22 15.83 BankUnited BKU 4.4 11 26.54 –1.00 .29 25.58 14.00 BrookfieldBus BBUC 1.1 8 22.18 –0.81.0625

Five-Day Dow Composite

69.33 52.69 AgreeRealty ADC 5.2 33 56.63 –1.00 .247 9.25 6.23 Barclays BCS 4.3 ... 9.14 +0.17.2671 42.64 28.48 Brookfield BN .8 67 41.00 –0.67 .08
47.75 33.33 AirLease AL 1.8 9 47.13 +3.33 .21 9.89 6.96 BaringsBDC BBDC11.2 8 9.23 –0.46 .26 48.23 25.48 BrookfieldInfr BIPC 4.8 5 33.89 –1.37.405
307.71 212.24 AirProducts APD 2.9 23 244.63 +3.02 1.77 2.26 0.56 Barnes&NobleEduc BNED ... dd .62 –0.29 ... 37.32 21.03 BrookfieldInfr BIP 5.5 cc 29.44 –0.92.405
231.40 157.74 AlamoGroup ALG .5 18 205.02 +1.75 .26 43.66 18.79 BarnesGroup B 1.8 cc 36.57 –1.17 .16 42.53 28.86 BrookfieldReinsur BNRE .0 ... 41.00 –0.69 .08
14.95 10.62 AlamosGold AGI .7 26 13.59 +0.23 .025 Running to Stand Still: The Dow was little changed last week as infla- 20.75 13.76 BarrickGold GOLD 2.5 22 15.76 ... .10 42.27 32.75 BrookfieldReinsA1 BNRE.A .0 ... 41.42 –0.60 .08
57.18 30.75 AlaskaAir ALK ... 21 38.18 +1.59 ... 48.43 27.30 Bath&BodyWks BBWI 1.8 12 45.63 +0.87 .20 36.16 21.77 BrookfieldRenew BEPC 6.0 dd 23.84 –1.42 .355
99.41 78.20 AlbanyIntl AIN 1.1 26 92.18 –3.30 .26 tion ran hot and tech stocks ran out of steam. 3M gained 12% after nam- 11.55 9.60 BatteryFutureA BFAC ... 47 10.99 +0.01 ... 86.53 53.49 Brown&Brown BRO .6 28 84.94 –0.25 .13
72.65 53.52 Brown-Forman A BF.A 1.6 27 55.03 –0.57.2178
247.44 106.69 Albemarle ALB 1.3 9 122.14 +3.81 .40 ing a new CEO, while Boeing fell 8%. 21.95 13.62 Bausch+Lomb BLCO ... dd 15.95 –0.38 ...
71.27 52.59 Brown-Forman B BF.B 1.6 27 53.72 –0.70.2178
23.88 19.14 Albertsons ACI 2.3 9 20.80 –0.06 .12 10.15 5.57 BauschHealth BHC ... dd 9.20 –0.03 ...
42.95 23.07 Alcoa AA 1.3 dd 30.44 +0.59 .10 50.21 31.01 BaxterIntl BAX 2.8 dd 41.61 –2.16 .29 99.68 66.47 Brunswick BC 1.9 15 87.48 –2.77 .42
88.23 65.30 Alcon ALC ... 43 84.98 –2.30 ...
Monday Tuesday Wednesday Thursday Friday 4.65 2.89 BaytexEnergy BTE 2.0 dd 3.34 +0.16.0166 48.15 30.18 Buckle BKE 3.6 9 38.83 +0.65 2.50
19.99 15.56 Alexander&Baldwin ALEX 5.5 39 15.96 –0.73.2225 29.98 6.31 Beachbody BODI ... dd 8.54 –0.80 ... 17.80 6.45 Buenaventura BVN .5 cc 17.52 +1.28 .073
39,190 30.49 17.85 Build-A-Bear BBW .0 8 29.96 +5.79 .20
235.85 155.60 Alexander's ALX 8.8 10 205.23 –11.114.50 35.93 14.14 BeazerHomes BZH ... 6 29.59 –1.51 ...
135.45 90.73 AlexandriaRlEst ARE 4.1 cc 123.75 –3.42 1.27 287.32 229.86 BectonDicknsn BDX 1.6 56 236.71 –3.19 .95 208.16 79.35 BuildersFirst BLDR ... 16 195.49 –4.35 ...
105.05 66.63 Alibaba BABA 1.3 13 73.42 –0.13 1.00 99.13 60.55 Belden BDC .2 15 86.33 –3.33 .05 116.59 86.10 BungeGlobal BG 2.8 6 95.56 +3.36.6625
10.10 6.33 Alight ALIT ... dd 8.67 –0.44 ... 39,030 62.76 29.14 BellRing BRBR ... 48 59.99 +0.22 ... 17.70 6.61 BurfordCapital BUR 1.7 ... 14.43 +0.41.0625
136.91 95.94 Allegion ALLE 1.5 21 130.39 –0.46 .48 31.75 20.58 BenchmarkElec BHE 2.2 17 29.73 –1.39 .165 227.50 115.66 BurlingtonStrs BURL ... 41 218.03 +1.78 ...
3.88 0.57 Allego ALLG ... dd .57 –0.39 ... 1.85 0.13 BensonHill BHIL ... dd .22 +0.02 ... 2.90 0.76 ButterflyNtwk BFLY ... dd 1.07 –0.11 ...
66.69 49.29 Allete ALE 4.8 14 58.33 +0.57 .705 86.33 55.50 Berkley WRB .5 17 85.51 +1.11 .11 24.52 16.40 BylineBancorp BY 1.8 8 20.33 –0.79 .09
38,870
37.00 25.83 AllianceBernstein AB 8.1 14 33.29 –0.54 .77 647039 442363 BerkHathwy A BRK.A ... 9 618133 +8385.26 ... C
77.09 41.61 AllisonTransm ALSN 1.3 10 75.27 +1.23 .25 430.00 292.42 BerkHathwy B BRK.B ... 9 408.13 +4.98 ...
(Prev Fri)
168.05 100.57 Allstate ALL 2.3 dd 162.20 +5.28 .92 26.05 18.07 BerkshireHills BHLB 3.3 14 21.94 –0.56 .18 382.43 275.79 CACI Intl CACI ... 23 372.68 –1.48 ...
10.94 2.55 AllurionTech ALUR ... dd 2.66 –0.06 ... 38,710 69.94 53.83 BerryGlobal BERY 1.8 13 59.71 –0.61 .275 67.79 29.05 CAVA CAVA ... cc 64.16 +0.82 ...
38.94 22.02 AllyFinancial ALLY 3.2 13 37.62 +0.19 .30 86.11 62.30 BestBuy BBY 4.8 14 78.02 –0.56 .94 1.49 0.58 CBD Pao CBD ... dd .62 –0.11 ...
7.30 4.58 AlmacenesExito EXTO ... 26 4.70 –0.14 ... +46.97 +235.83 +37.83 -137.66 -190.89 39.27 13.71 Beyond BYON ... dd 33.87 –1.26 ... 77.91 46.30 CBIZ CBZ ... 31 75.18 –1.42 ...
452.00 132.72 AlphaMetal AMR .6 6 308.24 –67.79 .50 38,550 12.69 3.47 BigLots BIG .0 dd 3.78 –0.64 .30 26.23 19.90 CBL&Assoc CBL 7.3 cc 22.00 –1.25 .40
17.72 14.25 AlpineIncmProp PINE 7.2 85 15.31 –0.49 .275 4.80 1.16 BigBear.ai BBAI ... dd 2.44 –0.13 ... 96.00 64.63 CBRE Group CBRE ... 29 93.21 –1.16 ...
10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4
17.98 8.76 AltaEquipment ALTG 2.1 61 11.05 +0.10 .057 1058.50 700.00 BiglariA BH.A ... 11 938.13 +13.13 ... 87.90 60.08 CF Industries CF 2.4 11 83.42 –0.92 .50
11.46 10.10 AltC Acqn ALCC ... 57 10.74 –0.02 ... 218.50 137.01 BiglariB BH ... 11 197.97 +13.95 ... 118.89 90.63 CGI A GIB ... 23 116.65 –0.33 ...
38 BARRON’S March 18, 2024

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.
7.20 3.34 CI&T CINT ... 17 4.20 +0.44 ... 86.58 60.38 CivitasRscs CIVI 2.8 8 71.42 +2.01 .95 176.84 133.36 Darden DRI 3.0 21 171.96 +0.39 1.31 10.32 5.39 EmpireStateRealty ESRT 1.4 32 9.79 +0.07 .035 7.22 0.14 Fisker FSR ... dd .17 –0.20 ...
63.76 49.87 CMS Energy CMS 3.6 19 57.82 –2.44 .515 10.03 6.07 Clarivate CLVT .0 dd 7.06 –0.02 .00 71.60 38.97 DarlingIngred DAR ... 11 44.44 +0.91 ... 46.78 35.43 EmployersHldgs EIG 2.5 10 44.36 –0.46 .28 3.74 2.03 FivePoint FPH ... 8 3.15 +0.13 ...
47.37 36.34 CNA Fin CNA 4.0 10 44.31 +0.642.00 15.25 9.06 ClarosMtg CMTG12.7 cc 9.79 –0.12 .25 141.54 71.51 DaVita DVA ... 18 136.65 +1.48 ... 21.80 6.67 EmpresaDisCom EDN ... 4 15.16 –1.03 ... 37.18 20.04 FiverrIntl FVRR ... cc 21.37 –1.29 ...
15.74 9.77 CNH Indl CNHI 3.2 7 12.34 +0.49.3823 193.03 129.70 CleanHarbors CLH ... 27 187.84 –0.30 ... 75.53 55.62 Dayforce DAY ... cc 66.09 –0.83 ... 40.30 31.03 Enbridge ENB 7.7 17 35.52 –0.32.6731 299.97 186.61 FleetCorTech FLT ... 22 295.64 +1.61 ...
28.39 19.95 CNO Financial CNO 2.3 11 26.49 –0.28 .15 2.06 0.99 ClearChannelOutdr CCO ... dd 1.56 –0.23 ... 951.52 405.54 DeckersOutdoor DECK ... 33 909.80 –2.40 ... 78.11 51.30 EncompassHealth EHC .8 21 74.75 –1.70 .15 35.85 24.16 FlexLNG FLNG11.8 11 25.41 –0.08 .75
23.68 14.36 CNX Resources CNX ... 2 21.35 –0.06 ... 27.93 15.28 ClearSecure YOU 1.9 63 19.29 –1.11 .09 450.00 345.55 Deere DE 1.5 11 383.39 +9.29 1.47 81.06 35.25 Endava DAVA ... 25 36.59 –0.91 ... 129.37 76.30 Floor&Decor FND ... 53 120.69 –3.57 ...
114.30 51.75 CONSOL Energy CEIX 2.7 4 81.00 –11.07 1.10 21.89 13.02 ClearwaterAnalytic CWAN ... dd 16.61 –0.32 ... 58.81 36.50 DelekLogistics DKL 10.7 14 39.56 +0.471.055 26.26 17.65 Endeavor EDR 1.0 22 25.01 +0.55 .06 5.88 2.64 FlotekIndustries FTK ... dd 3.84 +1.05 ...
26.80 21.59 COPTDefenseProp CDP 4.9 dd 24.17 –0.55 .295 42.14 29.22 ClearwaterPaper CLW ... 6 40.98 +0.81 ... 31.22 19.39 DelekUS DK 3.3 cc 29.50 +3.00 .245 4.55 1.42 EndeavourSilver EXK ... 73 2.23 +0.34 ... 29.10 19.64 FlowersFoods FLO 4.1 39 22.70 –0.24 .23
84.91 46.84 CRH CRH 1.7 21 83.40 +2.23 .35 30.90 17.47 ClearwayEnergyA CWEN.A 6.5 29 19.81 –1.22.4033 131.06 36.81 DellTechC DELL ... 25 107.00 –9.25 ... 3.90 2.20 EnelChile ENIC 9.4 3 3.12 +0.20.0276 45.09 29.99 Flowserve FLS 1.9 31 44.24 +0.86 .21
10.77 5.07 CS Disco LAW ... dd 7.49 +0.63 ... 32.24 18.59 ClearwayEnergyC CWEN 7.2 31 21.05 –1.51.4033 49.81 30.60 DeltaAir DAL .9 6 43.12 +0.88 .10 8.36 3.94 Enerflex EFXT 1.2 dd 6.04 –0.19.0184 43.24 25.69 Fluor FLR ... 79 38.70 +0.76 ...
18.03 15.63 CTO Realty CTO 9.1 cc 16.68 –0.38 .38 21.47 13.61 Cleveland-Cliffs CLF ... 25 19.76 –1.23 ... 21.97 13.61 Deluxe DLX 6.1 33 19.55 +0.22 .30 37.32 27.60 Energizer ENR 4.3 22 28.14 –0.56 .30 226.40 148.00 FlutterEnt FLUT ... dd 216.07 –1.93 ...
49.59 35.50 CTS CTS .4 23 44.92 +0.36 .04 6.86 4.40 ClipperRealty CLPR 7.7 dd 4.91 –0.07 .095 13.44 6.14 DesignerBrands DBI 1.8 7 11.00 +0.97 .05 15.37 11.45 EnergyTransfer ET 8.2 14 15.34 +0.31 .315 143.43 86.87 FomentoEconMex FMX 1.1 12 127.98 +5.991.0138
48.87 16.79 C3.ai AI ... dd 28.92 –2.78 ... 178.21 114.69 Clorox CLX 3.2 cc 150.16 –5.50 1.20 2.41 0.46 DesktopMetal DM ... dd .65 –0.04 ... 3.55 1.35 EnergyVault NRGV ... dd 1.64 –0.35 ... 47.00 14.84 FootLocker FL 7.1 dd 22.48 –1.72 .40
39.36 22.60 CVR Energy CVI 5.6 5 35.90 +2.81 .50 116.00 39.90 Cloudflare NET ... dd 91.60 –6.39 ... 11.73 4.91 Despegar.com DESP ... cc 11.32 +1.78 ... 34.84 22.94 EnerpacTool EPAC .1 34 34.30 +0.71 .04 15.42 9.63 FordMotor F 5.0 11 12.06 –0.12 .18
104.86 60.50 CVR Partners UAN 27.6 4 64.58 –0.74 1.68 4.10 1.53 CN Finance CNF ... 6 2.09 +0.06 ... 15.02 8.85 DeutscheBank DB ... 6 14.82 +0.85 ... 19.02 12.95 Enerplus ERF 1.1 9 18.29 +0.48.0607 38.73 14.20 Forestar FOR ... 10 36.07 –1.31 ...
83.25 64.41 CVS Health CVS 3.4 12 77.40 +2.33 .665 64.99 51.55 Coca-Cola KO 3.2 24 59.88 +0.36 .485 56.19 40.47 DevonEnergy DVN 5.1 8 47.62 +1.46 .22 113.34 78.81 EnerSys ENS 1.0 14 91.19 –2.62 .225 4.02 1.10 ForgeGlobal FRGE ... dd 1.88 +0.03 ...
768.75 405.75 CableOne CABO 2.8 9 421.69 –28.99 2.95 104.38 69.33 Coca-Cola Femsa KOF 3.0 25 98.33 +2.491.6528 190.02 135.63 Diageo DEO 2.7 21 148.71 –0.45 1.62 11.56 7.37 Enfusion ENFN ... cc 9.30 +1.00 ... 46.28 36.30 Fortis FTS 4.3 17 39.72 –0.33.4382
89.33 63.73 Cabot CBT 1.8 11 88.02 +0.91 .40 4.55 2.00 CoeurMining CDE ... dd 3.26 +0.13 ... 17.32 9.68 DiamondOffshore DO ... dd 13.04 +0.76 ... 14.59 7.12 Enhabit EHAB ... dd 11.01 +0.67 ... 86.75 62.70 Fortive FTV .4 35 85.35 +0.30 .08
57.00 31.37 Cactus WHD 1.0 19 47.78 +1.25 .12 78.58 50.05 Cohen&Steers CNS 3.4 27 70.35 –5.20 .59 9.99 7.14 Diamondrock DRH 1.3 26 9.38 –0.27 .03 23.17 18.94 Ennis EBF 4.9 12 20.32 +0.49 .25 4.20 2.58 FortunaSilver FSM ... dd 3.44 +0.20 ...
18.91 16.29 Cadeler CDLR ... 14 17.53 –0.06 ... 67.94 26.29 Coherent COHR ... dd 58.76 –5.10 ... 4.21 2.81 DianaShipping DSX 10.0 7 2.99 –0.03 .075 64.51 35.30 EnovaIntl ENVA ... 11 59.75 –3.76 ... 83.85 54.10 FortuneBrands FBIN 1.2 25 80.11 –1.36 .24
31.45 16.95 CadenceBank CADE 3.7 9 27.05 –0.88 .25 89.36 67.62 ColgatePalm CL 2.2 32 88.45 +0.38 .48 222.92 100.98 Dick's DKS 1.9 17 211.48 +30.37 1.10 66.14 43.04 Enovis ENOV ... dd 59.40 –2.59 ... 28.73 17.65 ForumEnergyTech FET ... dd 18.20 –0.75 ...
39.81 18.21 Cadre CDRE 1.0 34 34.78 –3.68.0875 10.48 9.16 ColombierAcqnIIA CLBR ... ... 10.29 ... ... 35.20 16.50 DieboldNixdorf DBD ... 1 34.96 +0.24 ... 10.89 10.16 EnphysAcqnA NFYS ... 30 10.80 +0.04 ... 27.60 20.51 FourCornersProp FCPT 5.6 23 24.55 +0.27 .345
25.04 18.26 CAE CAE ... 31 19.91 +0.19 ... 57.39 28.40 Comerica CMA 5.7 8 49.49 –3.20 .71 154.18 86.33 DigitalRealty DLR 3.5 48 140.86 –8.62 1.22 167.21 92.04 Enpro NPO .8 cc 156.05 –5.34 .30 11.82 7.49 FourSeasonsEduc FEDU ... dd 10.04 +0.24 ...
39.36 16.85 Caleres CAL .7 9 39.00 +1.63 .07 329.43 127.09 ComfortSystems FIX .3 34 308.57 –1.45 .25 20.99 9.99 DigitalBridge DBRG .2 30 18.48 +0.09 .01 111.90 87.10 Entergy ETR 4.4 9 101.96 –1.39 1.13 161.25 102.29 Franco-Nevada FNV 1.3 dd 114.48 –0.54 .36
58.44 35.18 CaliforniaRscs CRC 2.3 7 53.98 +5.64 .31 58.06 39.85 CommercialMetals CMC 1.2 8 53.93 –0.17 .16 51.69 19.39 DigitalOcean DOCN ... cc 39.12 –0.20 ... 29.05 24.66 EnterpriseProd EPD 7.2 11 28.64 +0.64 .515 14.70 11.08 FrankBSPRealty FBRT10.7 9 13.26 +0.35 .355
61.59 44.83 CalWtrSvc CWT 2.4 52 46.32 +0.02 .26 56.99 35.38 CommBkSys CBU 4.0 18 44.49 –2.73 .45 447.35 272.58 Dillard's DDS .2 10 426.91 +21.44 .25 6.49 1.33 Entravision EVC 14.3 dd 1.40 –0.09 .05 48.76 32.19 FranklinCovey FC ... 31 39.25 –0.45 ...
56.47 31.64 Calix CALX ... 75 34.01 –1.69 ... 6.53 2.01 CommunityHlthSys CYH ... dd 2.78 –0.08 ... 70.32 42.00 DineBrands DIN 4.3 8 47.50 –2.86 .51 66.50 33.12 Envestnet ENV ... dd 53.54 –0.75 ... 30.32 21.88 FranklinRscs BEN 4.6 14 26.90 –1.15 .31
41.36 28.62 CallonPetrol CPE ... 6 33.56 +1.51 ... 37.42 24.50 CommunityHlthcr CHCT 6.8 cc 26.56 –0.44.4575 4.12 1.07 Dingdong DDL ... dd 1.30 –0.10 ... 10.01 5.64 Enviri NVRI ... dd 8.02 –0.35 ... 44.90 32.83 FreeportMcM FCX 1.3 35 44.61 +4.76 .075
114.04 82.81 CamdenProperty CPT 4.2 27 98.49 –2.68 1.03 16.68 8.45 SABESP SBS 1.5 18 15.26 –0.77.2527 11.50 10.35 DirectSellingA DSAQ ... dd 11.06 +0.03 ... 40.92 20.00 Envista NVST ... dd 21.36 +0.13 ... 27.72 16.37 FreseniusMedCare FMS 2.2 21 19.04 –1.31.6181
51.33 23.73 Cameco CCJ ... 67 41.11 –0.12 ... 4.40 2.70 EngGr-Cmg C CIG.C 9.1 6 2.70 –0.28.1216 127.70 79.04 DiscoverFinSvcs DFS 2.3 11 120.24 –1.02 .70 30.95 0.25 Enviva EVA ... dd .42 –0.33 ... 30.95 21.41 FreshDelMonte FDP 3.4 dd 24.89 +0.13 .25
56.04 37.94 CampbellSoup CPB 3.5 17 42.71 +0.46 .37 2.75 1.92 EngGr-Cmg CIG 10.9 5 2.25 –0.12.1216 115.19 78.73 Disney DIS .7 69 111.95 +1.63 .45 2.74 1.16 EnzoBiochem ENZ ... dd 1.21 –0.12 ... 24.54 13.35 Frontline FRO 9.2 8 23.65 +0.45 .37
32.88 16.18 CampingWorld CWH 1.9 49 25.88 –1.88 .125 8.91 4.92 COPEL ELP 3.2 2 7.82 –0.33.1588 26.00 10.66 DiversifiedEnergy DEC 30.2 11 11.60 –0.32 .875 275.10 159.95 Equifax EFX .6 57 252.94 –17.06 .39 3.87 0.96 fuboTV FUBO ... dd 1.51 –0.17 ...
22.65 9.80 CanadaGoose GOOS ... 34 12.42 –0.51 ... 8.25 6.74 COPEL ELPC ... 11 6.82 –0.51 ... 91.02 75.87 DolbyLab DLB 1.4 43 83.82 +1.00 .30 34.73 24.44 Equinor EQNR 3.7 7 26.26 +0.01 .60 8.30 5.41 FullTruck YMM ... 25 7.46 +0.94 ...
50.06 34.35 CIBC CM 5.1 10 49.24 –0.36.6634 4.03 2.11 CiaSiderurgica SID 15.1 dd 3.03 –0.20.1175 14.01 10.55 Dole DOLE 2.7 7 11.84 +0.18 .08 35.57 21.89 Equitable EQH 2.5 10 35.22 +1.62 .22 83.64 62.57 FullerHB FUL 1.0 31 79.66 +0.50 .205
132.12 103.96 CanNtlRlwy CNI 1.9 20 128.62 –0.10.5734 17.74 10.82 CerveceriasUnid CCU 1.8 18 12.03 +0.28.1727 222.99 101.09 DollarGeneral DG 1.6 20 151.95 –5.36 .59 11.71 4.60 EquitransMdstm ETRN 5.4 13 11.08 –0.07 .15 10.31 5.27 FutureFuel FF 3.4 8 7.06 +1.39 .06
74.20 48.99 CanadianNatRscs CNQ 4.0 13 72.60 +0.91.7373 25.07 16.88 CompassDiversif CODI 4.2 dd 23.56 –1.00 .25 11.49 3.86 Doma DOMA ... dd 4.15 –1.36 ... 34.99 20.50 EquityBcshs EQBK 1.4 68 31.56 –0.39 .12
G
91.58 68.92 CdnPacKC CP .7 29 89.68 –0.02.1415 4.49 1.82 Compass COMP ... dd 2.93 –0.81 ... 58.69 39.18 DominionEner D 5.6 21 47.84 –0.16.6675 21.49 17.93 EquityCommnwlth EQC ... 25 18.91 +0.10 ...
1.88 0.92 Cango CANG ... dd 1.50 –0.01 ... 39.78 18.69 CompassMinerals CMP 3.2 dd 18.80 –2.09 .15 476.18 285.84 Domino's DPZ 1.4 30 441.22 –3.79 1.51 74.04 60.47 EquityLife ELS 2.9 39 65.43 –1.21.4775 134.98 97.21 GATX GATX 1.8 18 131.40 –1.36 .58
22.92 15.93 Cannae CNNE ... dd 21.96 –0.04 ... 13.39 7.07 ComstockRscs CRK 6.3 10 8.00 –0.49 .125 74.22 57.05 Donaldson DCI 1.4 24 73.73 +1.20 .25 69.45 52.57 EquityResdntl EQR 4.2 29 63.03 –0.38 .675 13.21 6.94 GEO Group GEO ... 18 13.15 +1.22 ...
141.17 83.93 CapitalOne COF 1.8 11 135.55 –1.68 .60 38.94 25.16 ConagraBrands CAG 5.0 14 28.07 –0.06 .35 66.00 36.27 DonnelleyFin DFIN ... 23 62.27 –0.88 ... 1.95 1.32 EquusTotReturn EQS ... 2 1.50 +0.02 ... 39.06 26.87 GFLEnvironmental GFL .2 dd 33.78 –0.95 .013
54.52 34.17 Capri CPRI ... 26 46.82 +0.03 ... 10.90 10.09 ConcordAcqnIIA CNDA ... 48 10.51 –0.04 ... 49.54 19.19 DorianLPG LPG .0 5 37.71 +0.13 1.00 16.36 10.12 ErmenegildoZegna ZGN .7 41 14.74 +0.29 .109 94.52 52.00 GMS GMS ... 13 94.23 +3.93 ...
116.04 68.53 CardinalHealth CAH 1.8 44 110.61 –4.56.5006 17.61 9.80 ConcordAcqnIII A CNDB ... dd 10.80 +0.05 ... 43.00 24.94 DoubleVerify DV ... 80 33.09 +1.20 ... 24.38 11.35 EroCopper ERO ... 20 19.05 +2.51 ... 43.84 33.33 GSK GSK 3.2 14 42.19 –0.95.4061
23.97 17.86 CareTrustREIT CTRE 4.8 48 23.48 +0.21 .28 1.60 0.40 ConcordMed CCM ... dd .48 +0.04 ... 35.39 22.74 DouglasDynamics PLOW 5.1 23 23.04 –2.34 .295 56.45 36.62 EssentGroup ESNT 2.0 9 55.33 +1.37 .28 67.57 43.57 GXO Logistics GXO ... 26 49.49 +0.29 ...
372.22 203.66 Carlisle CSL .9 27 371.48 +16.67 .85 138.47 76.68 Conmed CNMD 1.0 38 77.44 –7.59 .20 3.24 1.55 DouglasElliman DOUG .0 dd 1.70 –0.18.0476 26.39 20.49 EssentialProp EPRT 4.5 20 25.36 +0.43 .285 255.71 179.35 Gallagher AJG .9 57 253.17 +1.48 .60
87.50 55.77 CarMax KMX ... 26 80.74 –1.03 ... 127.35 93.26 ConocoPhillips COP 1.9 13 120.04 +7.04 .20 16.12 10.09 DouglasEmmett DEI 5.8 dd 13.14 –0.64 .19 45.29 32.07 EssentialUtil WTRG 3.4 19 36.00 +0.55.3071 27.65 11.83 GameStop GME ... dd 14.24 –0.41 ...
19.74 8.52 Carnival CCL ... dd 16.26 –0.11 ... 100.92 80.46 ConEd ED 3.7 12 88.94 –1.18 .83 177.64 127.25 Dover DOV 1.2 23 175.53 +4.50 .51 252.85 195.03 EssexProp ESS 4.1 38 239.07 –6.37 2.45 3.60 1.62 Gannett GCI ... dd 2.01 –0.04 ...
17.95 7.73 Carnival CUK ... dd 14.69 –0.19 ... 273.65 210.15 ConstBrands A STZ 1.3 32 267.64 +9.95 .89 58.74 47.26 Dow DOW 4.9 70 57.04 +0.43 .70 260.46 102.22 EsteeLauder EL 1.8 cc 149.75 +0.25 .66 8.42 2.22 GaotuTechedu GOTU ... ... 7.72 +0.57 ...
74.06 38.24 CarpenterTech CRS 1.2 23 66.04 –1.89 .20 20.79 13.40 Constellium CSTM ... 22 19.81 –0.27 ... 37.10 19.71 Doximity DOCS ... 42 27.88 –0.03 ... 36.20 24.76 EthanAllen ETD 4.4 10 32.60 –0.47 .36 23.88 7.22 Gap GPS 2.5 18 23.59 +2.67 .15
35.59 18.06 CarriageSvcs CSV 1.8 12 25.58 –0.32.1125 3.71 0.95 ContainerStore TCS ... dd 1.05 –0.19 ... 77.72 53.12 DrReddy'sLab RDY .5 20 75.24 –1.34.4877 18.84 14.45 Euronav EURN13.9 5 16.42 –1.38 .57 149.42 94.33 Garmin GRMN 2.1 22 145.75 +3.81 .75
60.87 40.28 CarrierGlobal CARR 1.3 36 57.05 –1.00 .19 15.05 5.52 Volaris VLRS ... cc 7.07 –0.33 ... 41.77 11.76 DreamFinders DFH ... 13 35.51 –2.35 ... 11.05 5.10 EveHolding EVEX ... dd 5.43 ... ... 479.00 292.60 Gartner IT ... 43 470.97 +7.41 ...
22.84 14.82 Cars.com CARS ... 10 16.58 –2.17 ... 14.50 10.34 Cool CLCO14.7 3 11.17 –0.04 .41 30.93 18.93 Dril-Quip DRQ ... cc 23.96 +1.19 ... 11.91 5.05 Eventbrite EB ... dd 5.50 +0.05 ... 17.56 10.68 GatesIndustrial GTES ... 20 17.11 +0.88 ...
88.03 60.66 Carter's CRI 3.7 14 86.03 +2.78 .80 22.74 9.87 Cooper-Standard CPS ... dd 14.18 –0.05 ... 16.11 8.34 DuckhornPtf NAPA ... 16 9.05 +0.42 ... 198.04 104.36 EvercoreA EVR 1.6 30 189.27 –7.06 .76 8.20 3.51 GatosSilver GATO ... 44 8.17 +0.49 ...
90.48 6.70 Carvana CVNA ... cc 79.58 –5.72 ... 121.20 78.12 Copa CPA 6.2 ... 103.28 +3.24 1.61 55.05 40.24 Ducommun DCO ... 44 50.25 +0.61 ... 11.91 10.43 EverestConsolA MNTN ... dd 11.15 +0.07 ... 21.24 12.39 GencoShipping GNK 8.0 dd 20.42 –0.29 .41
69.14 31.45 Catalent CTLT ... dd 56.22 –0.29 ... 51.00 20.30 Core&Main CNM ... 24 50.92 +1.22 ... 100.39 83.06 DukeEnergy DUK 4.3 26 94.71 –0.231.025 417.92 331.08 Everest EG 1.8 7 392.87 +25.17 1.75 156.95 79.86 Generac GNRC ... 34 111.88 –5.22 ...
347.29 204.04 Caterpillar CAT 1.5 17 346.97 +7.78 1.30 27.95 13.82 CoreLabs CLB .2 19 16.49 +0.55 .01 12.62 8.68 Dun&Bradstreet DNB 2.0 dd 10.19 –0.25 .05 17.85 8.74 Everi EVRI ... 10 9.11 –0.40 ... 277.43 202.35 GeneralDynamics GD 2.1 23 275.21 +2.90 1.42
9.13 6.21 Cato CATO10.9 dd 6.26 –0.29 .17 25.80 14.01 CorebridgeFin CRBG 3.6 15 25.41 +0.92 .23 78.74 61.14 DuPont DD 2.1 79 73.43 +2.03 .38 81.36 52.03 EversourceEner ES 4.9 dd 58.92 –1.16 .715 175.81 89.35 GeneralElec GE .2 20 168.89 +0.93 .08
295.00 2.11 Cazoo CZOO ... dd 2.12 –0.62 ... 31.60 10.15 CoreCard CCRD ... 28 11.30 –0.25 ... 35.09 22.67 DutchBros BROS ... cc 33.94 +3.70 ... 42.21 31.55 Evertec EVTC .5 31 37.62 ... .05 90.89 60.33 GeneralMills GIS 3.5 16 66.76 +1.50 .59
45.93 34.04 CedarFairRec FUN 2.8 18 43.01 +0.55 .30 15.38 7.84 CoreCivic CXW ... 25 14.85 –0.02 ... 143.93 78.42 DycomInds DY ... 19 143.03 +0.20 ... 36.70 23.33 EvolentHealth EVH ... dd 32.65 –1.67 ... 41.80 26.30 GeneralMotors GM 1.0 6 40.69 +1.19 .12
160.48 97.12 Celanese CE 1.7 9 160.05 +4.56 .70 36.02 25.26 Corning GLW 3.4 48 32.51 –0.20 .28 3.19 2.27 DynagasLNG DLNG ... 3 2.70 –0.19 ... 24.00 13.38 ExcelerateEner EE .8 21 15.91 –0.20 .025 11.20 10.30 GenAsia I A GAQ ... 37 11.02 +0.01 ...
49.36 10.50 Celestica CLS ... 22 43.97 –2.13 ... 40.42 28.96 Vesta VTMX 1.5 10 38.40 +1.22.1444 61.41 37.76 Dynatrace DT ... 69 45.61 –1.19 ... 131.17 102.89 ExpeditorsIntl EXPD 1.2 24 119.86 –1.40 .69 38.29 17.31 Genesco GCO ... dd 24.93 –1.56 ...
6.64 4.65 CementosPacasm CPAC ... 12 6.52 +0.50 ... 17.57 8.70 CorpAmAirports CAAP ... 12 14.78 +0.43 ... 13.56 9.57 DynexCapital DX 12.5 dd 12.48 –0.02 .13 25.04 14.33 Expro XPRO ... dd 18.45 +0.19 ... 12.78 8.05 GenesisEnergy GEL 5.7 48 10.49 –0.70 .15
8.81 4.76 Cemex CX ... 63 8.37 +0.46 ... 63.37 43.22 Corteva CTVA 1.2 54 55.09 +0.41 .16 165.85 101.19 ExtraSpaceSt EXR 4.7 28 139.33 –11.27 1.62 30.90 10.37 GenieEnergy GNE 1.8 22 16.37 –2.56 .075
E
240.44 150.25 Cencora COR .9 26 238.23 +0.76 .51 17.51 10.13 Cosan CSAN ... dd 13.08 –0.11 ... 120.70 95.77 ExxonMobil XOM 3.4 13 111.27 +2.89 .95 8.45 3.55 GeniusSports GENI ... dd 5.82 –0.14 ...
21.37 14.69 CenovusEnergy CVE 1.7 12 18.58 +0.92.1031 11.85 7.71 Costamare CMRE 4.1 4 11.17 –0.22 .115 221.83 72.28 elfBeauty ELF ... 88 199.37 –1.54 ... 46.25 29.41 Genpact G 1.8 10 33.12 –1.25.1525
F
81.42 60.83 Centene CNC ... 15 75.47 –2.67 ... 29.89 22.66 CoterraEnergy CTRA 3.0 12 26.42 +0.06 .21 330.88 151.52 EMCOR EME .2 25 328.50 +3.49 .18 174.91 126.35 GenuineParts GPC 2.6 16 153.66 +2.70 1.00
31.44 25.42 CenterPointEner CNP 2.9 20 27.87 –0.46 .20 13.46 9.02 Coty COTY ... 36 12.34 –0.39 ... 34.30 25.57 ENI E ... 10 31.74 –0.40 ... 48.71 14.76 F&GAnnuities FG 2.2 dd 37.68 +1.69 .21 6.93 4.51 GenworthFin GNW ... cc 6.30 +0.09 ...
7.71 4.47 CenterraGold CGAU 3.7 dd 5.66 +0.05.0522 19.99 12.96 Coupang CPNG ... 24 18.13 –0.21 ... 136.79 101.56 EOG Rscs EOG 3.0 9 122.79 +4.07 .91 41.00 24.34 FB Financial FBK 1.9 14 34.88 –1.76 .17 12.06 8.05 GeoPark GPRK 5.8 4 9.37 +0.14 .136
66.99 46.74 Centerspace CSR 5.3 31 56.13 –0.64 .75 21.26 9.91 Coursera COUR ... dd 14.18 –0.99 ... 317.50 197.99 EPAM Systems EPAM ... 42 298.89 –10.51 ... 8.84 4.91 Figs FIGS ... 40 5.03 –0.58 ... 6.16 4.11 Gerdau GGB .6 5 4.16 –0.08.0202
9.11 5.67 CentraisElBras EBR .5 30 8.59 –0.10.0443 25.19 17.40 CousinsProperties CUZ 5.5 43 23.23 –0.48 .32 49.10 33.92 EPR Prop EPR 8.3 21 41.35 –1.26 .285 125.20 49.49 FMC FMC 3.6 6 65.05 +2.36 .58 0.81 0.14 Getaround GETR ... dd .28 +0.02 ...
22.00 13.22 CentralPacFin CPF 5.6 9 18.68 –0.70 .26 134.01 67.28 Crane CR .6 35 129.17 +0.63 .205 45.23 29.05 EQT EQT 1.9 8 33.43 –4.09.1575 14.01 10.09 FNB FNB 3.6 10 13.31 –0.34 .12 8.18 3.42 GettyImages GETY ... cc 5.17 +0.37 ...
9.84 4.97 CentralPuerto CEPU ... 3 7.90 +0.02 ... 63.36 36.31 CraneNXT CXT 1.1 14 60.75 +1.16 .16 101.61 54.49 ESAB ESAB .2 29 99.44 –1.16 .06 10.10 1.21 FreyrBattery FREY ... dd 1.43 –0.32 ... 36.20 25.90 GettyRealty GTY 6.6 24 27.15 –0.07 .45
95.07 58.01 CenturyComm CCS 1.2 11 88.01 +3.74 .26 13.68 7.22 CrawfordA CRD.A 3.2 14 8.64 +0.55 .07 118.60 86.44 ESCO Tech ESE .3 28 100.82 +0.39 .08 20.99 17.30 FS KKR Cap FSK 13.9 7 18.48 –0.72 .05 37.65 26.98 Gildan GIL 2.4 11 34.17 +0.10 .205
10.71 1.56 ChargePoint CHPT ... dd 1.68 –0.24 ... 13.51 6.89 Crawford B CRD.B 3.7 12 7.61 –0.39 .07 2.12 0.70 ESSTech GWH ... dd .70 –0.20 ... 232.15 167.39 FTI Consulting FCN ... 27 205.62 +1.54 ... 2.55 1.05 GinkgoBioworks DNA ... dd 1.08 –0.14 ...
275.00 161.65 CharlesRiverLabs CRL ... 28 258.97 –8.00 ... 176.31 116.42 Credicorp BAP ... 10 172.60 –3.23 ... 6.90 2.15 E2open ETWO ... dd 4.05 –0.25 ... 229.02 90.19 Fabrinet FN ... 29 200.02 –14.56 ... 44.42 26.77 GlacierBancorp GBCI 3.5 19 37.90 –2.57 .33
184.65 101.44 ChartIndustries GTLS ... cc 142.77 –0.65 ... 14.22 9.17 CrescentEnergy CRGY 4.3 9 11.11 +0.26 .12 65.09 39.15 EagleBulkShip EGLE 3.9 46 61.42 –3.04 .60 487.79 377.89 FactSet FDS .8 39 475.96 +9.84 .98 4.59 1.25 Glatfelter GLT ... dd 1.77 –0.35 ...
11.32 8.92 ChathamLodging CLDT 2.8 dd 10.04 –0.17 .07 8.59 5.71 CrescentPoint CPG 3.8 11 7.77 +0.26.0737 262.40 131.59 EagleMaterials EXP .4 18 249.57 –7.42 .25 1349.75 650.00 FairIsaac FICO ... 68 1211.81 –88.64 ... 97.24 45.38 Glaukos GKOS ... dd 85.49 –1.97 ...
2.98 1.64 CheetahMobile CMCM ... dd 2.45 –0.17 ... 26.10 13.51 CrossTimbers CRT 10.1 9 17.11 +0.51.1142 15.21 10.27 EasterlyGovtProp DEA 9.3 59 11.42 –0.38 .265 13.27 9.44 FarmlandPtrs FPI 2.2 23 10.80 –0.22 .06 6.47 4.01 GlobalBlue GB ... 41 4.85 +0.40 ...
18.77 7.32 Chegg CHGG ... dd 7.97 –0.21 ... 136.29 84.72 CrownCastle CCI 5.9 31 105.77 –7.151.565 188.85 152.45 EastGroup EGP 2.9 40 176.23 –4.88 1.27 25.87 11.61 Fastly FSLY ... dd 12.60 –1.35 ... 8.05 4.49 GlblBusTravel GBTG ... dd 5.62 +0.04 ...
654.62 492.84 Chemed CHE .2 36 646.99 +6.73 .40 96.35 69.61 Crown Holdings CCK 1.3 21 77.72 –0.26 .25 93.24 68.89 EastmanChem EMN 3.5 12 92.30 +2.48 .81 18.00 2.99 FathomDigital FATH ... dd 4.64 +0.21 ... 37.00 25.21 GlobalIndemnity GBLI 4.7 16 29.95 +0.35 .35
39.05 15.10 Chemours CC 3.7 dd 27.14 +1.30 .25 48.93 33.17 CubeSmart CUBE 4.8 24 42.78 –2.73 .51 6.34 3.17 EastmanKodak KODK ... 8 4.81 –0.31 ... 159.49 107.20 FedAgriMtg A AGM.A 3.6 10 157.00 +4.05 1.40 45.94 20.52 GlobalIndl GIC 2.2 24 44.45 –0.37 .25
183.46 135.30 CheniereEnergy LNG 1.1 4 161.29 +6.34 .435 120.31 82.25 Cullen/Frost CFR 3.5 12 106.02 –2.43 .92 303.40 155.38 Eaton ETN 1.3 37 297.90 +0.41 .94 199.40 122.10 FedAgriMtg C AGM 3.0 12 188.25 +3.09 1.40 11.59 8.04 GlobalMedREIT GMRE 9.6 39 8.74 –0.15 .21
62.34 42.96 CheniereEnerPtrs CQP 6.4 7 48.53 –0.31 .26 5.99 4.20 Culp CULP ... dd 4.38 –0.76 ... 227.27 153.87 Ecolab ECL 1.0 47 226.70 +3.24 .57 107.61 85.27 FederalRealty FRT 4.4 35 99.12 –3.05 1.09 13.10 6.83 GlobalNetLease GNL 18.8 dd 7.55 +0.14 .354
5.92 2.77 CherryHillMtg CHMI17.5 dd 3.43 +0.15 .15 276.92 203.18 Cummins CMI 2.4 54 274.84 +6.24 1.68 13.14 8.59 Ecopetrol EC 20.9 5 11.03 +0.51.1479 85.98 49.50 FederalSignal FSS .6 31 78.28 –2.20 .12 48.97 27.07 GlobalPtrs GLP 6.1 12 45.70 –1.77 .70
132.91 83.80 ChesapeakeUtil CPK 2.3 22 103.01 –2.02 .59 244.65 157.72 Curtiss-Wright CW .3 26 242.87 +0.96 .20 12.35 8.26 Ecovyst ECVT ... 15 9.16 –0.02 ... 45.55 30.23 FederatedHermes FHI 3.1 11 35.81 +0.54 .28 141.78 95.12 GlobalPayments GPN .8 34 129.88 +0.25 .25
172.88 139.62 Chevron CVX 4.2 14 155.55 +5.67 1.63 11.76 6.24 Cushman&Wkfd CWK ... dd 9.74 –0.15 ... 46.13 33.71 EdgewellPersonal EPC 1.6 18 37.26 –1.19 .15 285.53 213.81 FedEx FDX 2.0 17 253.29 +5.61 1.26 21.94 16.80 GlobalShipLease GSL 7.5 2 19.95 +0.05 .375
40.78 15.78 Chewy CHWY ... cc 17.39 –0.31 ... 7.53 4.42 CustomTruck CTOS ... 26 5.36 +0.25 ... 74.92 58.82 EdisonIntl EIX 4.5 22 68.80 –0.47 .78 217.32 123.17 Ferguson FERG 1.5 24 207.53 +8.78 .79 251.50 135.41 Globant GLOB ... 60 216.59 +3.98 ...
6.49 4.17 ChimeraInvt CIM 9.7 20 4.52 +0.05 .11 60.09 15.80 CustomersBancorp CUBI ... 7 49.66 –5.12 ... 95.27 60.57 EdwardsLife EW ... 40 92.31 +0.17 ... 430.08 256.98 Ferrari RACE .5 57 424.54 +3.801.9963 132.00 102.23 GlobeLife GL .8 12 116.03 –7.59 .225
4.30 1.61 ChinaGreenAg CGA ... dd 3.07 +0.13 ... D 16.88 7.88 ElancoAnimal ELAN ... dd 15.72 –0.73 ... 18.81 11.55 FidelisInsurance FIHL 2.1 1 18.65 +0.82 .10 62.88 43.39 GlobusMedical GMED ... 44 51.40 –3.96 ...
12.50 6.92 ChinaYuchai CYD 3.2 9 8.75 +0.05 .28 136.06 52.30 Elastic ESTC ... cc 101.08 –4.65 ... 52.94 31.84 FidNatlFinl FNF 3.9 26 49.28 –1.10 .48 118.39 67.44 GoDaddy GDDY ... 12 117.19 +3.72 ...
2775.66 1592.30 Chipotle CMG ... 62 2756.39 +70.27 ... 4.22 1.97 DHI Group DHX ... 33 2.61 –0.12 ... 13.71 8.30 EldoradoGold EGO ... 25 13.02 +0.81 ... 70.52 46.91 FidNatlInfo FIS 2.1 dd 69.12 –0.53 .36 17.78 10.31 GoldFields GFI 2.1 19 14.68 –0.59.1717
136.02 108.91 ChoiceHotels CHH .9 25 128.96 +7.93.2875 11.90 7.30 DHT DHT 8.8 11 11.22 +0.12 .22 24.64 17.08 ElementSolns ESI 1.3 51 24.11 +0.16 .08 2.25 0.66 FinanceofAm FOA ... dd .83 ... ... 15.65 12.75 GoldmanSachsBDC GSBD11.9 8 15.15 –0.36 .45
260.58 183.40 Chubb CB 1.3 12 256.29 +7.48 .86 15.01 8.83 DNOW DNOW ... 6 14.43 –0.30 ... 516.61 412.00 ElevanceHealth ELV 1.3 20 513.08 +10.11 1.63 6.05 3.63 FinVolution FINV 3.9 4 5.05 +0.04 .215 397.49 289.36 GoldmanSachs GS 2.8 17 387.21 +0.22 2.75
41.58 35.45 ChunghwaTel CHT 3.0 25 38.45 +0.211.4779 13.85 6.48 DRDGOLD DRD 4.2 10 8.11 +0.09.1058 14.21 10.82 EllingtonFin EFC 13.7 13 11.40 +0.05 .13 65.55 49.55 FirstAmerFin FAF 3.8 27 55.25 –0.54 .53 38.66 23.22 Gorman-Rupp GRC 1.9 28 36.98 –0.58 .18
105.67 82.25 Church&Dwight CHD 1.1 34 104.34 +0.22.2837 116.73 90.14 DTE Energy DTE 3.8 16 108.48 –4.34 1.02 7.64 5.09 EllingtonResiMtg EARN15.0 25 6.39 +0.20 .08 17.70 10.18 FirstBanCorp FBP 3.9 10 16.49 –0.72 .16 94.57 66.71 Graco GGG 1.1 32 93.44 +0.82 .255
63.24 39.94 Ciena CIEN ... 33 50.02 –4.26 ... 58.90 45.11 DT Midstream DTM 4.9 15 57.59 –0.69 .735 18.23 12.44 ElmeComms ELME 5.4 dd 13.36 –0.18 .18 15.90 11.16 FirstCmwlthFin FCF 3.8 9 13.16 –0.31 .125 5.32 1.18 GrafTechIntl EAF 2.4 dd 1.67 –0.13 .01
353.10 240.50 Cigna CI 1.6 20 352.05 +10.26 1.40 3.20 0.40 D-WaveQuantum QBTS ... dd 2.08 +0.21 ... 13.50 8.63 EmbotellAndinaA AKO.A 6.1 10 12.75 +0.25.1646 11.47 3.69 FirstFoundation FFWM .6 dd 7.02 –1.11 .01 25.11 10.77 Graham GHM ... 97 24.72 +0.34 ...
19.85 12.07 Cinemark CNK ... 15 18.34 +1.20 ... 28.89 18.61 DXC Tech DXC ... dd 20.64 –0.22 ... 17.66 11.49 EmbotellAndinaB AKO.B 5.2 12 16.40 +0.89 .181 18.99 8.99 FirstHorizon FHN 4.1 10 14.68 –0.29 .15 749.89 551.36 GrahamHoldings GHC 1.0 16 709.27 –9.93 1.72
58.67 38.17 Citigroup C 3.7 14 57.61 +0.10 .53 19.75 11.10 Dana DAN 3.4 44 11.62 –0.56 .10 23.90 12.48 Embraer ERJ ... dd 23.33 +1.89 ... 55.23 40.44 FirstIndRlty FR 2.8 25 52.18 –1.05 .37 1016.89 625.97 Grainger GWW .7 27 994.37 +24.05 1.86
34.79 22.77 CitizensFin CFG 5.0 11 33.49 –0.83 .42 259.00 182.09 Danaher DHR .4 39 249.40 –4.29 .27 6.90 3.26 EmeraldHldg EEX ... dd 5.91 –0.12 ... 8.07 4.17 FirstMajSilver AG .3 dd 5.64 +0.33.0048 55.24 33.74 GraniteConstr GVA 1.0 84 54.44 +1.09 .13
4.00 1.64 Citizens CIA ... 4 2.18 –0.15 ... 80.39 51.19 Danaos DAC 4.6 2 70.13 –0.47 .80 4.54 1.54 Emeren SOL ... 34 1.84 –0.39 ... 41.99 32.18 FirstEnergy FE 4.3 20 37.95 –0.14 .41 6.41 3.97 GranitePointMtg GPMT16.7 dd 4.79 +0.02 .20
7.12 3.46 CityOfficeREIT CIO 9.5 dd 4.20 –0.30 .10 4.59 0.60 DanimerScientific DNMR ... dd 1.35 –0.32 ... 13.67 1.42 EmergentBiosol EBS ... dd 2.45 –0.24 ... 4.51 0.65 FiscalNote NOTE ... dd 1.75 –0.40 ... 8.14 4.82 GraniteRidge GRNT 7.0 10 6.25 +0.33 .11
25.76 17.87 Civeo CVEO 3.9 13 25.76 +0.99 .25 50.99 17.30 DaqoNewEnergy DQ ... 5 26.69 –1.36 ... 111.20 76.94 EmersonElec EMR 1.9 cc 110.59 +0.44 .525 152.19 107.76 Fiserv FI ... 30 149.63 –1.61 ... 28.64 20.07 GraphicPkg GPK 1.4 12 27.64 +0.28 .10
March 18, 2024 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.

NYSE Cumulative Daily Breadth vs DJIA

10.69 5.44 GrayTelevision GTN 5.5 dd 5.78 –0.09 .08 485.33 232.00 LennoxIntl LII .9 29 472.08 +1.34 1.10 25.88 13.62 MeridianLink MLNK ... dd 18.14 –0.23 ...
11.00 6.09 GrayTelevision A GTN.A 4.6 dd 6.95 +0.72 .08 18.91 12.42 LeviStrauss LEVI 2.6 29 18.19 –0.03 .12 179.69 108.13 MeritageHomes MTH 1.0 8 157.31 –2.53 .75
7.20 3.30 GreatAjax AJX 11.1 dd 3.59 –0.39 .10 6.16 0.35 Li-Cycle LICY ... dd .76 +0.34 ... 29.50 8.85 MesaRoyalty MTR 13.3 5 10.22 +0.20.0087
59.36 32.14 GreenBrickPtrs GRBK ... 9 54.61 +2.05 ... 22.16 11.18 LibertyEnergy LBRT 1.4 6 20.43 –1.10 .07 26.95 16.68 MesabiTrust MSB 8.2 20 17.52 –0.75 .37
21.37 7.30 GreenDot GDOT ... 68 9.16 +0.40 ... With or Without You: NYSE Composite breadth fell for the first 22.41 11.10 LifeTime LTH ... 38 14.13 –0.54 ... 1.70 0.73 MetaData AIU ... 0 .78 –0.02 ...
53.36 25.41 Greenbrier GBX 2.5 14 48.46 –2.75 .30 19.92 4.52 LifezoneMetals LZM ... cc 7.15 +0.30 ... 24.30 15.59 Metallus MTUS ... 15 21.39 +1.13 ...
12.49 4.68 GreenfireResources GFR ... 48 5.08 –0.07 ... time in 10 weeks as the S&P 500 fell amid concerns about inflation. 1.88 0.71 LightInTheBox LITB ... dd .78 –0.04 ... 13.65 8.49 MetalsAcqn MTAL ... dd 13.09 +0.82 ...
6.78 2.91 GreenTree GHG ... ... 3.15 –0.05 ... Losing stocks beat winners by nearly 3 to 2. 21.71 12.23 Lightspeed LSPD ... dd 12.80 –0.77 ... 46.58 12.23 MethodeElec MEI 4.5 dd 12.52 –1.60 .14
82.27 61.10 Greif B GEF.B 4.8 8 65.25 –1.63 .78 800.78 323.26 EliLilly LLY .7 cc 754.17 –7.97 1.30 72.90 48.95 MetLife MET 2.9 40 72.39 +1.47 .52
76.00 57.91 Greif A GEF 3.3 11 63.66 –1.09 .52 Breadth DJIA 29.22 18.50 LincolnNational LNC 6.6 dd 27.09 +0.02 .45 57.15 15.75 MetropolitanBk MCB ... 5 37.37 –2.53 ...
17.57 14.50 GreystoneHousing GHI 8.9 8 16.68 –0.03 .07 152.23 106.46 Lindsay LNN 1.2 18 115.05 +0.08 .35 1615.97 928.50 Mettler-Toledo MTD ... 37 1324.45 +10.60 ...
608,000 39,200 2.68 1.20 LionElectric LEV ... dd 1.21 –0.16 ...
72.13 25.97 Griffon GFF .9 53 70.41 +1.16 .15 158.46 115.56 MidAmApt MAA 4.5 28 130.34 –4.57 1.47
10.54 4.49 Grindr GRND ... dd 9.99 +0.64 ... 12.09 6.93 LionsGate A LGF.A ... dd 9.57 +0.40 ... 51.37 32.13 MillerIndustries MLR 1.6 9 47.56 –0.62 .19
310.08 199.11 Group1Auto GPI .7 6 266.54 +4.29 .47 602,000 37,800 11.33 6.63 LionsGate B LGF.B ... dd 8.96 +0.38 ... 73.78 48.61 MineralsTechs MTX .6 28 72.45 +0.10 .10
3.81 1.46 GroveCollab GROV ... dd 1.93 –0.04 ...
Breadth 606,164 331.96 203.65 LithiaMotors LAD .7 8 281.96 –6.50 .50 10.52 6.70 MirionTech MIR ... dd 10.30 +0.21 ...
198.28 107.25 GpoAeroportuar PAC 5.1 15 148.91 +6.861.943 596,000 36,400 8.48 3.84 LithiumAmArg LAAC ... dd 5.02 +0.02 ... 10.07 4.80 MisterCarWash MCW ... 30 7.36 –0.31 ...
317.94 165.00 GpoAeroportSur ASR 1.7 16 305.27 +11.165.727 12.38 3.81 LithiumAmericas LAC ... dd 6.47 +1.15 ... 9.32 4.96 MistrasGroup MG ... dd 8.91 –0.03 ...
2.71 2.02 GpoAvalAcc AVAL 7.7 34 2.15 –0.40.0184 104.88 64.25 LiveNationEnt LYV ... 79 103.77 +4.03 ... 11.22 5.99 MitsubishiUFJ MUFG 2.0 8 10.16 –0.84.1394
590,000 35,000 47.22 19.53 LiveOakBcshs LOB .3 23 38.30 –2.08 .03
5.30 1.76 GpoSupervielle SUPV ... 10 5.29 +0.71 ... 12.21 4.75 MiX Telematics MIXT 1.6 45 11.30 +2.02.0603
5.66 2.10 GrupoTelevisa TV 2.8 dd 2.84 –0.11.0985 42.66 20.26 LiveRamp RAMP ... dd 33.11 –1.78 ... 4.32 2.72 MizuhoFin MFG 2.4 11 3.95 –0.34.0678
35.00 22.12 GuarantyBcshrs GNTY 3.2 12 30.44 +0.24 .24 584,000 33,600 12.50 5.71 LiveWire LVWR ... dd 6.08 –2.11 ... 1.81 0.75 Moatable MTBL ... ... .77 –0.03 ...
26.20 17.21 Guess GES 4.8 10 25.07 –0.59 .30 2.53 1.88 LloydsBanking LYG 5.5 ... 2.49 +0.02.046 35.96 20.90 ModelN MODN ... dd 25.42 +0.37 ...
122.35 68.45 Guidewire GWRE ... dd 112.66 –4.99 ... 578,000 32,200 3.71 1.14 loanDepot LDI ... dd 2.14 –0.52 ... 96.00 19.41 ModineMfg MOD ... 21 88.57 +4.71 ...
15.06 9.45 GuildHldgs GHLD .0 dd 14.30 +0.17 .50 10.51 1.17 LocalBounti LOCL ... dd 2.57 –0.03 ... 17.65 9.24 ModivIndl MDV 7.2 dd 15.97 +1.25.0958
A M J J A S O N D J F M 508.10 393.77 LockheedMartin LMT 2.9 16 435.82 +2.92 3.15
154.58 72.64 GulfportEnergy GPOR ... 2 152.54 +4.42 ... 58.67 33.87 Moelis MC 4.5 dd 53.65 +0.45 .60
In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is 76.99 52.85 Loews L .3 12 76.97 +2.13.0625
added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we
123.27 76.02 MohawkInds MHK ... dd 117.83 –3.83 ...
HI 7.43 5.64 LomaNegra LOMA17.7 20 6.94 +0.27.4648
plot. Dec. 31, 1985 =1000. 410.00 260.75 MolinaHealthcare MOH ... 22 404.45 +11.82 ...
79.73 49.47 LouisianaPacific LPX 1.3 32 78.44 +1.54 .26 70.90 49.32 MolsonCoorsB TAP 2.6 15 67.47 +2.91 .44
328.74 215.96 HCA Healthcare HCA .8 17 321.97 –3.40 .66 248.55 181.85 Lowe's LOW 1.8 19 244.73 +2.78 1.10
117.65 48.08 HCI Group HCI 1.4 15 111.36 –1.59 .40 75.84 7.50 MoneyLion ML ... dd 61.25 –13.24 ...
8.72 2.11 LufaxHolding LU 2.7 12 2.91 +0.26 .156 45.96 21.96 MontroseEnvl MEG ... dd 37.60 +0.13 ...
71.39 52.16 HDFC Bank HDB 1.1 17 55.23 –0.65.6968 –52-Week– Tick Div –52-Week– Tick Div 2.73 0.78 LumenTech LUMN ... dd 1.57 –0.25 ...
62.20 37.12 HF Sinclair DINO 3.4 7 59.34 +2.98 .50 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 407.62 285.13 Moody's MCO .9 44 384.16 –2.85 .85
2.54 1.53 LumentFinance LFT 12.7 10 2.21 –0.06 .07 155.41 87.84 Moog A MOG.A .7 29 154.34 +1.05 .28
44.93 24.81 HNI HNI 2.9 43 43.72 +0.53 .32 112.96 86.43 IDACORP IDA 3.7 18 90.80 +1.45 .83 70.91 34.89 KB Home KBH 1.2 10 67.90 –1.55 .20
17.15 7.55 Luxfer LXFR 5.0 dd 10.42 –0.09 .13 150.75 90.29 Moog B MOG.B .7 28 150.75 +11.04 .28
33.90 25.22 HP HPQ 3.6 9 30.42 –0.32.2756 38.59 21.64 IDT IDT ... 26 37.99 +0.61 ... 65.87 49.37 KBR KBR 1.0 dd 60.26 –1.40 .15
102.93 83.61 LyondellBasell LYB 5.0 15 99.91 +0.97 1.25 95.57 69.42 MorganStanley MS 3.8 17 88.38 +1.34 .85
42.47 32.41 HSBC HSBC 7.9 7 38.21 +0.77 1.55 10.13 2.18 IHS Holding IHS ... dd 3.04 +0.64 ... 19.95 12.44 KE Holdings BEKE .0 20 14.03 +1.42 .171
4.90 2.15 HUYA HUYA ... dd 4.44 +0.50 ... 15.49 11.00 ING Groep ING 6.7 ... 15.35 +0.63.8205 101.80 47.46 KKR KKR .7 24 96.70 –1.95 .165 M 48.92 29.25 Mosaic MOS 2.6 9 32.10 +0.51 .21
95.26 70.74 Haemonetics HAE ... 30 74.82 –4.79 ... 3.17 0.57 INNOVATE VATE ... dd .66 –0.15 ... 14.12 9.09 KKR RealEstFin KREF 9.9 dd 10.13 +0.12 .25 344.85 262.15 MotorolaSol MSI 1.1 35 344.19 +8.78 .98
10.36 7.52 Hagerty HGTY ... cc 8.47 –0.51 ... 0.11 0.01 INNOVATE Rt VATE.RT ... ... .02 ... ... 1.76 0.12 KoreGroup KORE ... dd .77 +0.04 ... 148.23 108.53 M&T Bank MTB 3.7 9 140.53 –2.21 1.30 34.00 23.94 Movado MOV 5.3 11 26.66 –0.95 .35
9.05 7.70 Haleon HLN 1.8 30 8.31 –0.32.1064 18.71 12.48 Invesco IVZ 5.2 dd 15.43 –0.45 .20 15.35 11.04 KT KT ... 8 14.23 –0.33 ... 14.37 5.21 MBIA MBI .0 dd 6.55 +0.168.00 52.72 32.95 MuellerIndustries MLI 1.5 10 52.40 +0.64 .20
43.85 27.84 Halliburton HAL 1.8 13 37.73 +1.52 .17 261.73 167.42 IQVIA IQV ... 35 252.71 –4.47 ... 354.02 183.19 Kadant KAI .4 32 317.81 –9.19 .32 63.00 36.47 MDC Holdings MDC 3.5 12 62.62 –0.06 .55 16.93 12.11 MuellerWater MWA 1.7 31 15.42 –0.32.064
21.85 9.21 HamiltonBeach HBB 2.1 12 21.00 +1.03 .11 9.35 5.59 IRSA IRS 9.8 1 7.92 +0.18.7874 45.94 18.06 Kaman KAMN 1.7 cc 45.91 +0.21 .20 23.34 18.04 MDU Rscs MDU 2.2 11 22.47 –0.12.2225 2.29 0.61 MultiPlan MPLN ... dd .71 –0.19 ...
16.35 13.08 HamiltonIns HG ... 6 13.08 –1.11 ... 129.40 75.82 ITT ITT 1.0 26 127.00 –0.08 .319 67.84 47.63 Kellanova K 4.2 19 53.56 –0.65 .60 11.90 8.41 MFA Financial MFA 12.3 28 11.36 +0.18 .35 48.47 32.80 MurphyOil MUR 2.8 10 43.38 +2.26 .30
5.79 3.54 Hanesbrands HBI ... dd 5.68 +0.09 ... 3.34 1.99 IamGold IAG ... 16 3.08 –0.06 ... 63.07 38.32 Kemper KMPR 2.1 dd 58.45 +0.74 .31 21.21 12.16 MGIC Investment MTG 2.2 8 20.99 +1.24 .115 426.01 239.87 MurphyUSA MUSA .4 17 421.79 +5.37 .42
242.18 183.77 IDEX IEX 1.1 31 239.97 +1.38 .64 30.60 22.08 Kennametal KMT 3.3 16 23.93 –1.61 .20 51.35 34.12 MGM Resorts MGM ... 14 42.88 +0.41 ... 21.97 15.65 MyersIndustries MYE 2.6 16 20.84 –0.37 .135
29.88 13.22 HannonArmstrong HASI 6.8 18 24.45 –1.51 .415
4.00 1.91 iHuman IH .0 4 1.91 –0.14 .10 17.43 7.85 Kennedy-Wilson KW 11.5 dd 8.37 –0.11 .24 140.73 58.40 M/I Homes MHO ... 8 122.29 –4.54 ...
138.00 103.83 HanoverIns THG 2.6 cc 129.07 –1.04 .85 N
267.12 217.06 IllinoisToolWks ITW 2.1 27 266.92 +5.74 1.40 32.39 17.64 KenonHoldings KEN 11.9 dd 23.40 –2.50 2.79 29.92 14.46 MinisoGroup MNSO 2.0 20 19.70 +2.64 .29
41.96 25.43 HarleyDavidson HOG 1.7 9 41.00 +2.53.1725
21.82 13.20 Imax IMAX ... 36 16.50 +0.26 ... 11.05 10.38 KensingtonCapV A KCGI ... 35 10.81 ... ... 3.44 1.41 MOGU MOGU ... dd 1.90 +0.05 ...
8.07 3.41 HarmonyGold HMY 1.2 10 7.70 +0.56.0779 39.89 28.76 NACCO Inds NC 3.0 dd 28.83 –0.67.2175
3.54 1.61 IndependenceContr ICD ... dd 1.71 +0.08 ... 27.80 17.82 Kenvue KVUE 3.9 25 20.34 +0.32 .20 41.06 33.03 MPLX MPLX 8.4 11 40.30 –0.12 .85
100.04 64.57 HartfordFinl HIG 1.9 12 99.07 +2.21 .47 15.44 11.50 N-able NABL ... cc 13.20 +0.01 ...
18.77 11.61 IndepRealty IRT 4.1 dd 15.57 –0.63 .16 15.29 8.54 KeyCorp KEY 5.7 16 14.48 –0.44 .205 28.75 13.44 MP Materials MP ... cc 13.90 –1.34 ...
37.05 25.05 HavertyFurn HVT 3.8 9 31.48 –2.06 .30 26.00 18.00 NCR Atleos NATL ... dd 19.98 +0.52 ...
11.40 10.56 InFinTAcqnA IFIN ... 70 11.37 ... ... 172.72 118.57 KeysightTech KEYS ... 28 149.80 –4.53 ... 12.46 8.15 MRC Global MRC ... 13 12.46 +0.26 ...
40.00 26.10 HavertyFurn A HVT.A 3.5 10 32.44 –0.48 .28 19.01 10.99 NCR Voyix VYX ... dd 12.34 +0.14 ...
36.00 13.29 Informatica INFA ... dd 34.25 +2.42 ... 43.37 25.99 KilroyRealty KRC 6.2 19 34.67 –1.65 .54 188.27 122.57 MSA Safety MSA 1.0 cc 183.08 –2.84 .47
40.16 9.06 HawaiianElec HE .0 6 11.16 –0.66 .36 17.62 7.55 NetPower NPWR ... dd 9.54 +0.91 ...
20.74 14.71 Infosys INFY 1.2 27 19.23 –0.03.1827 147.87 116.32 KimberlyClark KMB 3.9 24 124.47 –1.18 1.22 617.39 451.55 MSCI MSCI 1.2 38 544.74 –6.76 1.60
10.42 10.16 HaymakerAcqnCorp.4 HYAC ... ... 10.37 –0.01 ... 6.20 2.38 NGL Energy NGL ... dd 5.99 +0.16 ...
92.44 51.84 IngersollRand IR .1 47 90.47 +0.10 .02 22.84 16.34 KimcoRealty KIM 5.1 19 18.88 –0.61 .24 105.77 77.99 MSC Industrial MSM 3.4 16 96.34 –2.66 .83
16.04 9.80 Hayward HAYW ... 39 14.27 –0.03 ... 16.18 4.78 NIO NIO ... dd 5.58 –0.22 ...
74.74 36.66 Ingevity NGVT ... dd 45.27 –0.73 ... 18.30 15.89 KinderMorgan KMI 6.4 17 17.60 –0.23.2825 13.95 8.85 MV Oil MVO15.6 5 9.69 +0.22 .465
20.32 12.77 HealthcareRealty HR 9.4 dd 13.16 –0.41 .31 6.70 4.46 NL Industries NL 4.8 dd 6.64 +0.96 .08
118.83 89.54 Ingredion INGR 2.7 12 114.75 –2.72 .78 37.41 26.32 Kinetik KNTK 8.2 16 36.66 +0.94 .75 7.73 2.05 Mytheresa MYTE ... dd 3.76 –0.10 ...
22.38 15.24 HealthpeakProp DOC 7.0 31 17.24 –0.50 .30 44.96 34.38 NNN REIT NNN 5.5 19 41.46 –1.08 .565
105.07 63.36 InnovativeIndProp IIPR 7.5 17 96.67 –0.21 1.82 9.48 6.25 KingswayFin KFS ... 9 8.42 –0.38 ... 17.69 8.77 Macerich MAC 4.2 dd 16.13 –0.15 .17
7.00 3.33 HeclaMining HL .3 dd 4.36 +0.30.0025 21.91 14.05 NOV NOV 1.1 7 18.56 +0.89 .05
2.24 0.75 Innovid CTV ... dd 2.02 +0.02 ... 6.34 3.84 KinrossGold KGC 2.1 17 5.67 +0.30 .03 20.07 14.40 MachNaturalRscs MNR 19.9 ... 19.12 +0.24 .95
200.64 153.63 Heico HEI .1 61 187.19 +0.74 .10 64.81 30.50 NRG Energy NRG 2.5 dd 63.93 +3.20.4075
131.09 90.80 Insperity NSP 2.3 22 98.41 –2.59 .57 548.47 278.11 KinsaleCapital KNSL .1 39 516.12 –9.58 .15 21.75 10.54 Macy's M 3.2 57 21.19 +0.04.1737
162.20 121.43 Heico A HEI.A .1 49 150.30 +0.12 .10 7840.00 5210.49 NVR NVR ... 16 7565.87 –89.12 ...
330.00 123.27 InspireMedical INSP ... dd 192.76 –5.78 ... 90.22 64.92 Kirby KEX ... 24 88.41 +0.46 ... 40.81 27.55 MSG Ent MSGE ... 24 37.40 –0.57 ...
67.31 37.50 HeliosTech HLIO .9 37 42.23 –2.93 .09 141.47 71.42 NaborsIndustries NBR ... dd 89.60 +6.92 ...
247.98 103.44 InstalledBldg IBP .6 28 239.21 +1.35 1.60 24.26 18.77 KiteRealty KRG 4.7 96 20.77 –0.57 .25 215.79 164.79 MSG Sports MSGS ... cc 182.54 –2.96 ...
11.88 6.19 HelixEnergy HLX ... dd 9.91 +0.36 ... 38.71 26.48 NatlBankHoldings NBHC 3.2 9 34.13 –0.28 .27
39.38 25.44 InsteelInds IIIN .3 31 35.84 +0.18 .03 39.47 22.82 Klaviyo KVYO ... ... 23.73 –1.49 ... 65.27 46.71 MagnaIntl MGA 3.6 12 52.52 –1.98 .475
46.55 30.41 Helm&Payne HP 2.5 10 40.13 +0.95 .17 58.25 45.32 NationalFuelGas NFG 3.9 11 51.33 +0.51 .495
28.50 20.84 Instructure INST ... dd 21.66 +0.44 ... 77.75 33.67 KnifeRiver KNF ... 23 75.26 –0.86 ... 11.68 5.18 Magnachip MX ... dd 5.81 +0.19 ...
19.48 6.68 Herbalife HLF ... 6 8.96 –0.24 ... 24.34 18.72 MagnoliaOil MGY 2.0 12 23.86 +0.26 .13 74.48 56.41 NationalGrid NGG 5.2 5 67.89 –0.911.1899
169.57 93.97 HercHoldings HRI 1.7 13 157.40 +0.91 .665 118.15 69.40 IntegerHoldings ITGR ... 42 113.82 –1.70 ... 60.99 45.73 Knight-Swift KNX 1.2 40 54.14 –2.29 .16 60.40 47.54 NatlHealthInv NHI 6.0 19 60.10 +1.45 .90
12.42 10.43 IntegratedWellA WEL ... 75 11.31 +0.03 ... 7.00 4.28 KnotOffshore KNOP 1.9 dd 5.42 +0.11 .026 46.42 37.70 MainStreetCap MAIN 6.2 9 46.20 +0.35 .24
18.88 11.63 HerculesCapital HTGC 8.9 8 18.07 –0.04 .08 26.64 13.93 ManchesterUnited MANU ... dd 14.35 –0.02 ... 84.29 66.83 NatlPrestoInds NPK 1.3 23 76.06 +0.36 3.50
9.79 2.76 HeritageInsurance HRTG ... 5 8.21 +1.23 ... 140.43 95.66 ICE ICE 1.3 32 134.64 –4.02 .45 18.48 12.78 Knowles KN ... 19 15.23 –1.28 ... 43.28 27.86 NatlStorage NSA 6.2 24 36.19 –1.96 .56
19.81 12.20 Manitowoc MTW ... 12 13.02 –0.44 ...
276.88 178.82 Hershey HSY 2.8 21 193.54 –1.02 1.37 112.08 63.12 InterContinentl IHG 1.4 24 104.65 –1.27 .483 29.00 15.05 KodiakGasSvcs KGS 5.8 81 26.17 +0.67 .38 18.36 9.41 NaturalGasSvcs NGS ... 96 17.59 +0.16 ...
88.91 67.35 Manpower MAN 4.0 44 72.81 –2.22 1.47
167.75 117.00 Hess HES 1.2 34 150.86 +5.98.4375 30.59 17.94 IntercorpFinSvcs IFS 4.4 11 26.92 –1.28 1.18 29.65 17.68 Kohl's KSS 8.1 9 24.81 –2.46 .50 18.12 9.95 NaturalGrocers NGVC 2.2 15 17.88 +0.82 .10
24.89 17.07 ManulifeFinl MFC 3.7 12 24.15 +0.41.2694
35.95 25.84 HessMidstream HESM 7.2 17 35.18 +0.14.6343 199.18 120.55 IBM IBM 3.5 24 191.07 –4.88 1.66 24.27 14.96 Philips PHG .0 dd 21.06 +0.22.9387 102.00 44.68 NaturalResPtrs NRP 3.4 7 88.73 –1.212.44
29.56 21.02 MarathonOil MRO 1.6 10 26.51 +1.77 .11
20.07 13.66 HewlettPackard HPE 3.1 12 16.73 –1.26 .13 97.49 62.11 IntlFlavors IFF 1.9 dd 82.85 +4.10 .40 64.49 37.10 KontoorBrands KTB 3.4 15 59.01 –2.37 .50 7.60 4.76 Natuzzi NTZ ... dd 6.25 ... ...
195.12 104.32 MarathonPetrol MPC 1.7 8 193.84 +14.29 .825
79.08 58.81 Hexcel HXL .8 58 70.99 –5.01 .15 33.99 20.44 IntlGameTech IGT 3.9 43 20.54 –4.54 .20 58.23 28.45 Koppers KOP .5 13 52.93 +0.13 .07 7.02 4.30 NatWest NWG ... 5 6.25 –0.33 ...
44.24 26.81 Marcus&Millichap MMI 1.5 dd 33.00 –1.56 .25
26.27 17.06 HighwoodsProp HIW 8.2 18 24.44 –0.36 .50 38.21 29.01 IntlPaper IP 5.1 42 36.35 +0.11.4625 9.55 5.93 KoreaElecPwr KEP ... dd 9.29 +0.06 ... 16.48 11.91 Navigator NVGS 1.3 14 15.35 +0.30 .05
18.05 13.30 Marcus MCS 1.9 51 14.47 +0.19 .07
53.76 37.19 Hillenbrand HI 1.8 34 48.14 –1.38.2225 54.95 34.77 IntlSeaways INSW .9 5 52.10 –1.02 1.20 69.69 44.45 KornFerry KFY 2.1 22 63.45 –2.15 .33 101.60 81.67 Nelnet NNI 1.3 37 87.90 –0.73 .28
2.35 0.16 MariaDB MRDB ... dd .29 –0.05 ...
35.66 26.78 Hilltop HTH 2.3 18 30.05 –1.61 .17 40.95 27.20 Interpublic IPG 4.1 11 32.39 +0.13 .33 8.28 5.23 KosmosEnergy KOS ... 13 5.70 +0.18 ... 5.37 2.31 NerdyA NRDY ... dd 2.99 +0.21 ...
17.81 9.18 MarineProducts MPX 5.3 9 10.49 –0.09 .14
49.02 33.14 HiltonGrandVac HGV ... 16 45.27 +0.55 ... 28.35 17.23 IntrepidPotash IPI ... dd 19.37 –0.84 ... 56.45 42.10 Kroger KR 2.1 19 56.06 +0.09 .29 50.00 9.50 NetLeaseOffice NLOP 1.5 ... 23.00 –0.27 .34
42.88 25.60 MarineMax HZO ... 8 30.42 +0.27 ...
209.71 129.86 Hilton HLT .3 47 204.66 –1.05 .15 27.25 20.76 InvenTrust IVT 3.7 cc 24.76 –0.30 .226 11.66 6.16 KronosWorldwide KRO 6.7 dd 11.27 +0.93 .19 18.93 13.49 Netstreit NTST 4.8 cc 17.10 –0.30 .205
1560.00 1186.56 Markel MKL ... 10 1523.04 +26.15 ...
8.54 4.30 HimalayaShipping HSHP .0 cc 8.24 –0.14 .03 12.37 6.34 InvescoMtg IVR 17.4 dd 9.18 +0.04 .40 2.79 0.42 KukeMusic KUKE ... ... 2.54 –0.09 ... 37.20 4.94 NeueHealth NEUE ... dd 7.61 –0.40 ...
2.30 0.61 Markforged MKFG ... dd .75 +0.01 ...
15.38 5.65 Hims&HersHealth HIMS ... dd 14.63 +0.37 ... 36.53 28.49 InvitatHomes INVH 3.2 64 34.96 –0.16 .28 22.90 11.36 Kyndryl KD ... dd 21.63 +0.01 ... 39.67 13.36 Nevro NVRO ... dd 13.73 –1.54 ...
140.31 72.78 MarriottVacations VAC 3.1 16 98.66 +4.62 .76
20.39 6.65 Hippo HIPO ... dd 17.53 –0.38 ... 21.60 4.61 IonQ IONQ ... dd 9.31 –1.50 ... 55.84 38.92 NewJerseyRscs NJR 4.0 17 41.71 –1.31 .42
L 209.20 155.70 Marsh&McLen MMC 1.4 27 206.34 +1.19 .71
14.28 8.50 HireRight HRT ... dd 14.17 +0.01 ... 82.19 48.94 IronMountain IRM 3.3 cc 78.61 –2.76 .65 98.20 33.98 NewOrientalEduc EDU ... 50 91.86 +1.69 ...
617.08 320.06 MartinMarietta MLM .5 32 596.27 –0.58 .74
8.06 2.08 Holley HLLY ... 25 4.12 +0.06 ... 7.27 4.24 ItauUnibanco ITUB ... 10 6.88 +0.04 ... 137.07 100.33 LCI Inds LCII 3.8 44 109.94 –5.56 1.05 14.22 1.70 NY CmntyBcp NYCB 5.1 dd 3.90 +0.48 .05
78.29 46.69 Masco MAS 1.6 18 74.16 –2.72 .29
25.80 19.61 HomeBancShares HOMB 3.1 12 23.29 –0.67 .18 JK 6.69 3.87 LG Display LPL ... dd 4.24 +0.23 ... 131.17 76.87 MasoniteIntl DOOR ... 25 130.70 +0.25 ... 49.87 35.06 NYTimes A NYT 1.2 31 43.61 +0.32 .13
385.10 274.26 HomeDepot HD 2.4 25 373.23 –0.12 2.25 5.52 1.70 LL Flooring LL ... dd 1.75 –0.27 ... 123.33 44.65 MasTec MTZ ... dd 84.41 –7.97 ... 650.00 341.75 NewMarket NEU 1.6 15 622.74 +7.38 2.50
36.82 24.91 HondaMotor HMC 2.3 9 36.06 +0.54.5905 18.17 12.63 JBG SMITH Prop JBGS 4.2 dd 16.64 –0.78 .175 11.69 6.74 LSB Inds LXU ... 21 7.50 –0.03 ... 18.56 7.08 MasterBrand MBC ... 13 18.03 +0.01 ... 52.76 29.42 Newmont NEM 3.0 dd 33.88 –0.03 .25
38.29 27.81 HoraceMann HMN 3.9 32 35.22 +0.11 .34 20.10 10.96 JELD-WEN JELD ... 22 18.56 +0.26 ... 35.72 30.30 LTC Properties LTC 7.1 15 32.19 –0.07 .19 482.00 346.31 Mastercard MA .6 40 475.83 +6.57 .66 7.63 3.40 NewparkResources NR ... 44 7.12 +0.24 ...
41.73 28.51 HormelFoods HRL 3.3 24 34.14 +0.03.2825 32.26 18.85 J.Jill JILL ... 12 26.43 +1.52 ... 218.34 160.25 L3HarrisTech LHX 2.2 33 212.86 –1.74 1.16 67.71 42.04 MatadorRscs MTDR 1.2 9 66.56 +2.09 .20 7.40 4.14 NexaResources NEXA ... dd 7.25 +0.35 ...
157.93 94.22 DR Horton DHI .8 11 151.69 –1.89 .30 191.73 123.11 JPMorganChase JPM 2.2 12 190.30 +2.08 1.05 10.75 7.75 LXP Industrial LXP 5.8 cc 8.98 –0.16 .13 145.08 92.23 Materion MTRN .4 28 129.53 –2.75 .13 8.31 3.49 NexGenEnergy NXE ... 72 7.43 +0.08 ...
133.80 83.92 HoulihanLokey HLI 1.8 31 124.27 –0.26 .55 156.94 75.48 Jabil JBL .3 11 123.15 –28.09 .08 39.87 25.12 La-Z-Boy LZB 2.2 13 36.53 –0.05 .20 22.46 10.78 Mativ MATV 2.2 dd 17.88 –0.12 .10 17.84 12.53 NexPointRealEst NREF14.6 30 13.68 –0.85 .50
183.60 61.10 Hovnanian HOV ... 5 132.04 –13.10 ... 62.88 26.70 JacksonFinl JXN 4.6 6 61.42 +2.42 .70 234.09 179.58 LabCorp.ofAmerica LH ... 45 209.21 –8.29 ... 122.99 56.51 Matson MATX 1.2 13 105.29 –0.72 .32 49.87 26.21 NexPointResidentl NXRT 6.2 18 29.95 –1.02.4624
86.72 65.42 HowardHughes HHH ... dd 72.80 –2.95 ... 151.72 109.00 JacobsSolns J .8 27 148.97 +2.04 .29 12.00 8.76 LadderCapital LADR 8.4 14 11.01 +0.07 .23 21.54 8.66 MauiLand MLP ... dd 21.23 +1.30 ... 3.42 1.32 Nextdoor KIND ... dd 2.15 –0.10 ...
69.55 38.97 HowmetAerospace HWM .3 36 66.24 –1.50 .05 41.98 19.95 JamesHardie JHX ... 32 38.89 –2.52 ... 117.38 81.26 LambWeston LW 1.4 13 102.06 +0.87 .36 89.69 72.39 Maximus MMS 1.5 27 82.30 –3.27 .30 79.78 47.15 NextEraEnergy NEE 3.4 17 60.08 +2.27 .515
404.15 219.77 Hubbell HUBB 1.2 28 395.15 +2.01 1.22 32.76 22.18 JanusHenderson JHG 5.0 13 31.15 –0.91 .39 6.64 1.66 Lanvin LANV ... ... 1.75 –0.41 ... 15.50 9.55 MayvilleEngg MEC ... 34 12.85 –0.17 ... 85.20 51.76 NicoletBankshares NIC 1.2 20 81.93 –0.64 .25
660.00 380.49 HubSpot HUBS ... dd 601.10 –3.39 ... 15.86 8.66 JanusIntl JBI ... 16 14.72 +0.14 ... 65.58 43.77 LasVegasSands LVS 1.6 32 51.03 –0.48 .20 94.97 59.12 McCormickVtg MKC.V 2.5 27 66.99 –0.76 .42 128.68 88.66 Nike NKE 1.5 29 99.64 +0.48 .37
7.01 3.94 HudbayMinerals HBM .2 38 6.93 +0.63.0074 44.64 28.34 JefferiesFinl JEF 2.8 39 43.45 +0.12 .30 42.15 25.82 Lazard LAZ 5.1 dd 38.98 –0.52 .50 94.39 59.13 McCormick MKC 2.5 27 68.17 –0.41 .42 6.73 1.79 NineEnergy NINE ... dd 2.14 –0.08 ...
9.86 4.05 HudsonPacProp HPP 5.5 dd 6.38 –0.47 .05 51.71 23.12 JinkoSolar JKS 5.6 3 26.37 –1.81 1.50 157.91 117.79 Lear LEA 2.2 14 140.18 –0.12 .77 302.39 245.73 McDonald's MCD 2.4 24 279.14 –13.41 1.67 28.95 22.86 NiSource NI 4.0 18 26.50 –0.51 .265
541.21 334.54 Humana HUM 1.0 18 348.15 +8.80 .885 11.98 3.72 JobyAviation JOBY ... dd 5.08 –0.33 ... 11.54 10.24 LearnCWInvtA LCW ... 32 10.98 –0.01 ... 10.00 5.92 McEwenMining MUX ... 8 8.60 +0.48 ... 18.07 9.90 NoahHoldings NOAH 3.6 1 10.15 –0.72 .38
299.50 188.51 HuntingIngalls HII 1.8 17 289.02 –4.30 1.30 125.88 89.96 JohnBeanTech JBT .4 5 102.03 –2.08 .10 33.50 18.34 Leggett&Platt LEG 9.9 dd 18.64 –1.82 .46 537.26 334.79 McKesson MCK .5 24 533.64 +6.23 .62 55.34 34.85 Noble NE 3.4 14 47.39 +3.40 .40
29.90 22.14 Huntsman HUN 4.0 48 25.29 –1.29 .25 175.97 144.95 J&J JNJ 3.0 28 158.18 –1.34 1.19 130.39 76.58 Leidos LDOS 1.2 90 127.92 –0.84 .38 22.81 5.08 MediaAlpha MAX ... dd 19.83 +0.38 ... 4.97 2.94 Nokia NOK 2.3 29 3.69 +0.07.0326
159.81 96.77 HyattHotels H .4 75 153.60 –3.10 .15 70.43 47.90 JohnsonControls JCI 2.3 21 63.19 +1.46 .37 9.84 0.85 Leju LEJU ... dd 1.30 –0.06 ... 10.74 2.92 MedicalProp MPW13.6 dd 4.40 +0.22 .15 20.04 13.56 NomadFoods NOMD 3.1 16 19.64 +0.12 .15
2.35 0.52 Hyliion HYLN ... dd 1.62 –0.22 ... 193.82 119.46 JonesLang JLL ... 39 183.68 –4.80 ... 24.81 10.27 Lemonade LMND ... dd 16.24 –1.53 ... 109.52 34.09 Medifast MED 18.0 4 36.61 –3.05 1.65 6.33 3.38 Nomura NMR 2.0 24 6.14 –0.11.0543
72.40 38.50 HysterYaleMatls HY 2.2 8 58.21 +0.11 .325 8.10 2.23 JumiaTech JMIA ... dd 6.90 –0.18 ... 10.92 4.73 LendingClub LC ... 22 7.76 –0.31 ... 92.02 68.84 Medtronic MDT 3.3 27 83.57 –1.56 .69 4.83 3.26 NordicAmTankers NAT 11.3 9 4.06 +0.02 .12
26.66 20.02 ICICI Bank IBN .4 18 25.82 –0.36.1736 38.04 24.87 JuniperNetworks JNPR 2.4 38 36.22 –1.14 .22 167.49 100.95 Lennar A LEN 1.3 11 156.57 –7.62 .50 130.24 99.14 Merck MRK 2.5 cc 121.52 –1.98 .77 23.53 12.88 Nordstrom JWN 4.4 22 17.29 +0.23 .19
7.05 4.30 ICL Group ICL 3.2 10 4.80 –0.61.0476 58.52 35.20 KB Financial KB 3.2 7 56.88 +3.80.3905 152.00 85.44 Lennar B LEN.B 1.4 10 140.86 –8.96 .50 52.42 26.15 MercuryGeneral MCY 2.6 28 48.55 +0.19.3175 263.66 183.09 NorfolkSouthern NSC 2.1 32 255.83 –3.71 1.35
40 BARRON’S March 18, 2024

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.
26.30 15.36 NorthAmConstr NOA 1.3 15 23.11 –2.06 .074 544.99 300.86 ParkerHannifin PH 1.1 26 535.42 –1.93 1.48 122.40 82.00 RaymondJames RJF 1.5 15 120.76 +0.56 .45 68.74 53.58 Shell SHEL 3.9 12 65.86 +1.54 .688 64.32 37.59 Sylvamo SLVM 2.1 10 56.78 –5.73 .30
16.36 4.77 NoEuroOil NRT 24.3 4 5.39 +0.10 .05 84.19 40.61 Parsons PSN ... 58 81.57 +0.15 ... 6.56 2.66 RayonierAdvMatls RYAM ... dd 4.13 +0.21 ... 347.71 205.43 SherwinWilliams SHW .9 36 334.66 –6.03 .715 43.84 26.59 SynchronyFinl SYF 2.4 8 41.78 –0.36 .25
43.64 25.60 NorthernOil&Gas NOG 4.2 4 37.91 +1.57 .40 374.04 146.15 PaycomSoftware PAYC .8 32 189.70 +8.48 .375 35.29 24.84 Rayonier RYN 3.4 29 33.07 –2.04 .285 92.30 42.91 Shift4Paymts FOUR ... 54 77.50 –4.66 ... 40.92 24.40 SynovusFinl SNV 4.0 11 37.86 –1.78 .38
496.89 414.56 NorthropGrum NOC 1.6 34 461.75 +2.25 1.87 24.99 7.52 Paymentus PAY ... cc 23.16 +3.95 ... 11.97 8.30 ReadyCapital RC 13.5 4 8.86 +0.10 .30 38.65 24.99 ShinhanFin SHG 2.5 6 37.38 +2.29.3953 82.89 62.24 Sysco SYY 2.5 20 80.92 +0.36 .50
49.09 34.95 NorthwestNat NWN 5.4 14 36.35 –1.35.4875 17.79 9.25 Paysafe PSFE ... dd 13.22 +1.05 ... 64.18 45.04 RealtyIncome O 5.9 41 52.19 –0.72 .257 91.57 42.78 Shopify SHOP ... cc 77.15 +0.99 ... 4.86 1.04 System1 SST ... dd 1.44 –0.25 ...
22.75 12.15 NorwegCruise NCLH ... 82 19.40 –0.59 ... 27.70 17.71 PeabodyEnergy BTU 1.3 5 23.77 –3.39 .075 4.27 2.35 Redwire RDW ... dd 3.35 +0.35 ... 75.96 33.80 Shutterstock SSTK 2.5 16 48.58 –1.83 .30
T
5.40 1.85 NouveauMonde NMG ... dd 2.33 –0.06 ... 47.00 8.00 PeakstoneRealty PKST 6.0 dd 15.06 –0.69 .225 8.30 5.47 RedwoodTrust RWT10.6 dd 6.03 –0.16 .16 9.88 3.85 Sibanye-Stillwater SBSW 6.7 dd 4.52 –0.12.1102
108.78 77.46 Novartis NVS 3.3 14 97.27 –3.443.7772 13.14 9.29 Pearson PSO 2.2 20 12.92 +0.16.1987 176.15 97.18 RegalRexnord RRX .8 dd 172.67 –0.41 .35 108.79 57.10 SignetJewelers SIG .9 13 100.05 +3.06 .23 15.52 5.09 TAL Education TAL ... dd 12.02 +0.20 ...
138.28 69.55 NovoNordisk NVO .7 49 132.37 –0.70.8836 16.65 11.39 PebblebrookHotel PEB .3 dd 15.50 –0.70 .01 34.60 20.50 RegionalMgmt RM 5.1 14 23.43 –0.29 .30 54.92 38.11 SilganHoldings SLGN 1.7 15 44.52 +0.25 .19 42.76 32.52 TC Energy TRP 7.1 20 40.21 –0.03.7111
11.72 4.13 NuHoldings NU ... 55 11.61 +0.54 ... 15.20 7.70 PediatrixMedical MD ... dd 9.48 +0.45 ... 21.02 13.72 RegionsFinl RF 5.0 9 19.05 –0.64 .24 43.95 19.13 SilverBowRscs SBOW ... 3 33.92 +3.15 ... 10.42 4.22 TDCX TDCX ... 12 7.16 +0.07 ...
41.50 12.06 NuSkinEnts NUS 1.8 78 13.25 +0.51 .06 11.27 10.33 PegasusDigA PGSS ... cc 11.20 –0.06 ... 186.15 120.99 ReinsGrp RGA 1.8 14 185.28 +3.06 .85 11.32 9.95 SilverBoxIIIA SBXC ... 54 10.47 –0.02 ... 108.92 86.30 TD Synnex SNX 1.5 15 103.60 –0.63 .40
195.00 129.79 Nucor NUE 1.1 10 188.48 +2.66 .54 36.17 28.15 PembinaPipeline PBA 5.7 16 34.99 –0.49.4973 333.33 229.12 Reliance RS 1.4 14 320.64 +0.84 1.10 9.76 4.58 Similarweb SMWB ... dd 8.88 –0.60 ... 146.84 115.00 TE Connectivity TEL 1.7 13 139.16 –1.37 .59
9.27 1.81 NuScalePower SMR ... dd 7.85 +2.36 ... 7.27 4.70 PennantPark PNNT12.6 9 6.67 –0.11 .07 239.42 174.22 RenaissanceRe RNR .7 5 237.40 +7.05 .39 153.50 100.17 SimonProperty SPG 5.2 22 150.77 –0.19 1.95 17.37 13.40 Tegna TGNA 3.1 7 14.82 +0.21.1138
24.50 14.41 NuSTAREnergy NS 6.8 33 23.41 –0.35 .40 94.78 54.55 PennyMacFin PFSI .9 31 84.64 –2.24 .20 34.85 22.99 Renasant RNST 3.0 11 29.16 –2.34 .22 218.38 101.74 SimpsonMfg SSD .5 24 197.24 –14.34 .27 21.34 15.47 Telus TU 6.6 39 16.56 –0.75.2769
76.45 47.90 Nutrien NTR 4.0 21 53.76 +0.86 .54 15.89 10.52 PennyMacMtg PMT 11.3 9 14.15 –0.13 .40 41.55 23.39 RentokilInit RTO 1.6 33 30.52 –1.88.3784 12.61 7.00 SiriusPoint SPNT ... 6 12.27 +0.07 ... 21.75 6.03 TelusIntl TIXT ... 52 8.25 –0.88 ...
2.54 0.95 NuvationBio NUVB ... dd 2.28 –0.16 ... 180.84 128.53 PenskeAuto PAG 2.0 10 153.30 +1.07 .87 16.01 6.02 ReposiTrak TRAK .5 51 14.38 –0.09.0165 183.93 116.81 SiteOneLandscape SITE ... 45 170.01 –12.15 ... 45.58 35.22 Ternium TX 7.3 27 39.71 –0.39 1.10
71.41 40.00 nVentElectric NVT 1.1 21 69.96 +1.38 .19 82.57 50.15 Pentair PNR 1.1 22 80.63 –0.59 .23 192.57 127.69 RepublicSvcs RSG 1.1 34 186.31 +2.12 .535 27.61 19.82 SitioRoyalties STR 8.0 dd 23.87 +0.01 .51 155.61 100.96 TFI Intl TFII 1.1 26 151.08 +2.42 .40
348.67 180.93 Penumbra PEN ... 96 222.15 –22.39 ... 23.17 14.20 ResideoTech REZI ... 16 22.66 +0.36 ... 28.99 18.29 SixFlags SIX ... 56 25.78 –0.48 ... 19.14 11.73 TIM TIMB 4.1 16 18.54 –0.43 .276
O 6.75 2.13 Perfect PERF ... 47 2.56 +0.07 ... 65.17 43.48 SkechersUSA SKX ... 17 60.91 +0.86 ...
243.52 132.24 ResMed RMD 1.0 31 190.05 +1.61 .48 102.84 73.59 TJX TJX 1.4 25 97.55 +1.64.3325
78.54 52.92 PerformanceFood PFGC ... 28 76.24 –0.04 ... 83.29 60.55 RestaurantBrands QSR 2.9 21 79.01 –0.69 .58 7.65 3.05 SkeenaRscs SKE ... dd 4.45 +0.04 ... 118.04 72.33 TKO TKO .6 cc 79.79 –1.60 3.86
39.04 22.34 OFGBancorp OFG 2.9 9 35.04 –2.38 .25
8.41 2.79 PerimeterSolns PRM ... 16 6.25 –0.10 ... 26.76 12.25 Revolve RVLV ... 55 20.99 +0.40 ... 43.40 9.01 Skillsoft SKIL ... dd 9.36 –2.39 ... 7.95 4.64 TPG RE Fin TRTX12.7 dd 7.55 +0.03 .24
39.09 31.25 OGE Energy OGE 5.0 16 33.52 –0.33.4182
27.77 10.95 PermianBasin PBT 4.6 21 12.87 +1.05.0455 139.04 79.50 Revvity RVTY .3 18 104.90 –4.43 .07 15.55 3.96 Skillz SKLZ ... dd 6.29 –0.76 ... 24.99 17.20 TXO Partners TXO 13.2 dd 17.60 –0.88 .58
23.57 13.56 O-I Glass OI ... dd 15.56 –0.69 ...
16.59 8.94 PermianRscs PR 1.2 14 16.48 +0.52 .10 51.19 27.42 RexAmerRscs REX ... 16 44.40 +0.50 ... 86.55 52.12 SkylineChamp SKY ... 23 81.05 –2.14 ... 158.40 81.21 TaiwanSemi TSM 1.2 26 136.98 –9.39.4408
83.89 55.50 ONE Gas OGS 4.3 15 61.42 –1.71 .66
3.16 1.33 PermianvilleRT PVL 11.8 3 1.41 +0.04.0772 60.06 41.56 RexfordIndlRealty REXR 3.2 46 51.41 –1.74.4175 25.98 18.86 SmartFinancial SMBK 1.5 12 20.70 –0.46 .08 17.15 13.19 TakedaPharm TAK 3.8 36 14.47 –0.30.3191
78.37 55.91 ONEOK OKE 5.1 14 77.00 –0.16 .99
7.25 4.10 PermRock PRT 10.7 7 4.49 +0.07.0347 11.17 10.43 RigelResourceA RRAC ... 41 11.14 +0.01 ... 4.12 2.15 SmartRent SMRT ... dd 2.70 –0.01 ... 17.59 10.69 TalosEnergy TALO ... 8 12.85 +0.13 ...
9.55 5.73 ON24 ONTF .0 dd 6.67 –0.12 1.09
40.28 25.77 Perrigo PRGO 3.6 dd 30.37 +0.12 .276 43.28 25.08 RingCentral RNG ... dd 34.97 –1.04 ... 52.81 35.52 Smartsheet SMAR ... dd 37.52 –3.82 ... 29.98 17.81 Tanger SKT 3.7 31 28.32 –1.10 .26
16.49 12.19 Openlane KAR ... dd 15.99 –0.04 ...
17.91 9.56 PetroleoBrasil PBR 19.5 4 14.54 –0.24.1749 75.09 58.27 RioTinto RIO 7.0 10 62.18 –0.51 2.58 87.91 63.40 SmithAO AOS 1.5 24 87.09 +1.27 .32 48.80 25.99 Tapestry TPR 3.0 12 46.84 –0.24 .35
67.67 55.12 OccidentalPetrol OXY 1.4 16 62.65 +1.85 .22
17.32 8.52 PetroleoBrasilA PBR.A19.7 4 14.44 –0.04.1749 5.81 3.48 Riskified RSKD ... dd 5.02 –0.12 ... 33.09 21.53 Smith&Nephew SNN 2.7 45 27.01 –0.64 .462 107.28 64.85 TargaResources TRGP 1.9 29 105.97 +2.14 .50
27.46 14.99 OceaneeringIntl OII ... 23 21.79 +1.22 ...
42.22 25.61 Pfizer PFE 6.0 78 27.94 +0.72 .42 11.17 7.40 RithmCapital RITM 9.2 10 10.92 ... .25 32.82 23.26 SmithDouglas SDHC ... ... 31.84 +1.33 ... 175.53 102.93 Target TGT 2.7 18 164.22 –5.50 1.10
35.79 21.15 OcwenFinancial OCN ... dd 23.48 –1.48 ...
101.92 87.23 PhilipMorris PM 5.5 19 94.27 +1.59 1.30 88.39 64.65 RobertHalf RHI 2.7 20 78.85 –2.49 .53 159.92 107.33 Smucker SJM 3.5 dd 122.07 +2.51 1.06 45.76 22.89 TaroPharm TARO ... 35 42.14 +0.11 ...
15.20 6.00 Offerpad OPAD ... dd 8.10 +0.86 ...
159.74 89.74 Phillips66 PSX 2.6 10 159.03 +9.69 1.05 47.65 24.88 Roblox RBLX ... dd 39.24 –0.70 ... 17.90 7.86 Snap SNAP ... dd 11.19 –1.20 ... 59.83 35.39 TaylorMorrison TMHC ... 8 56.46 –1.73 ...
77.50 34.63 Oil-Dri ODC 1.6 13 70.69 –0.40 .29
4.14 1.10 PhoenixNewMedia FENG ... dd 1.76 –0.02 ... 15.19 7.17 RocketCos. RKT ... dd 12.31 –0.41 ... 297.61 226.68 Snap-On SNA 2.6 15 289.20 –6.04 1.86 11.25 3.53 Team TISI ... dd 5.82 –0.65 ...
9.02 5.22 OilStatesIntl OIS ... 30 5.95 +0.35 ...
36.13 12.05 Phreesia PHR ... dd 23.75 –1.09 ... 348.52 252.11 Rockwell ROK 1.8 27 280.88 –13.71 1.25 237.72 131.62 Snowflake SNOW ... dd 156.97 –5.43 ... 24.74 12.04 TechnipFMC FTI .8 cc 24.55 +2.53.6311
32.46 20.00 OkeanisEcoTankers ECO .0 6 31.34 +2.34 .66
8.05 4.91 PiedmontOfficeA PDM 7.9 dd 6.32 –0.04 .125 50.00 36.55 RogersComm B RCI 3.5 35 42.58 –1.61.3676 85.52 38.50 SOQUIMICH SQM 6.5 7 50.32 +4.29.5035 49.34 33.64 TeckResourcesB TECK .8 13 44.87 +3.53.0921
30.61 23.31 OldRepublic ORI 3.6 14 29.28 +0.33 .265
86.03 65.20 PinnacleWest PNW 5.0 16 70.98 –0.72 .88 173.16 107.37 Rogers ROG ... 39 118.21 +2.31 ... 8.48 4.35 SohoHouse SHCO ... dd 4.97 –1.06 ... 54.40 28.21 Tecnoglass TGLS 1.0 12 45.80 +0.92 .11
59.95 41.71 Olin OLN 1.4 16 58.25 +1.44 .20
16.00 2.85 Pinstripes PNST ... dd 4.01 +0.27 ... 46.40 32.19 Rollins ROL 1.3 52 46.35 +0.90 .15 11.33 6.59 SolarisOilfield SOI 5.6 11 8.54 +0.22 .12 9.28 5.01 Teekay TK ... 5 7.22 +0.04 ...
8.84 4.25 Olo OLO ... dd 5.37 –0.22 ...
41.60 20.60 Pinterest PINS ... dd 34.19 –0.71 ... 11.12 10.21 RossAcqnIIA ROSS ... 38 11.08 +0.04 ... 13.43 8.07 SolarWinds SWI ... dd 12.39 +0.15 ... 64.42 35.00 TeekayTankers TNK 1.8 4 55.75 +1.97 .25
34.77 25.61 OmegaHealthcare OHI 8.7 31 30.76 +0.02 .67
257.76 181.01 PioneerNatRscs PXD 4.4 12 249.96 +6.44 1.31 102.07 77.90 RoyalBkCanada RY 4.1 13 99.34 +0.011.0207 8.86 2.04 SoloBrands DTC ... dd 2.34 –0.12 ... 18.58 15.25 TejonRanch TRC ... cc 15.63 –1.02 ...
99.23 72.20 Omnicom OMC 3.0 13 92.26 +0.57 .70
196.69 120.97 PiperSandler PIPR 1.3 39 190.86 –1.12 1.00 133.77 59.37 RoyalCaribbean RCL ... 21 128.92 +1.45 ... 60.24 39.02 SonicAutomotive SAH 2.3 11 52.73 +0.57 .30 30.41 14.29 TeladocHealth TDOC ... dd 15.12 –0.30 ...
37.08 21.12 OnHolding ONON ... cc 33.23 +0.14 ...
4.58 2.80 PitneyBowes PBI 4.9 dd 4.11 –0.02 .05 13.84 0.50 RubiconTech RBT ... dd .57 –0.08 ... 30.89 6.00 SonidaSrLiving SNDA ... dd 26.16 +7.37 ... 8.87 4.21 TelecomArgentina TEO 16.3 dd 7.62 +0.82.208
23.40 17.55 OneLiberty OLP 8.0 16 22.57 +0.25 .45 84.48 44.13 PlanetFitness PLNT ... 37 60.61 –4.39 ... 7.31 2.77 RushStreetInt RSI ... dd 5.79 –0.03 ... 63.74 49.98 SonocoProducts SON 3.6 12 56.99 –0.56 .51 448.71 364.98 TeledyneTech TDY ... 22 415.12 –10.86 ...
6.25 2.08 OneConnectFin OCFT ... dd 2.41 +0.20 ... 5.00 1.99 PlanetLabs PL ... dd 2.21 –0.03 ...
56.00 37.69 RyanSpecialty RYAN .8 cc 55.50 +1.18 .23 100.94 79.62 Sony SONY .5 17 87.38 +0.17.2715 276.43 177.63 Teleflex TFX .6 29 215.39 –9.01 .34
50.02 32.89 OneMain OMF 8.3 9 48.23 –0.15 1.00 9.82 4.53 PlayAGS AGS ... cc 8.51 –0.48 ...
119.47 76.15 RyderSystem R 2.5 13 112.29 –2.50 .71 87.77 59.51 SouthState SSB 2.6 12 79.99 –3.79 .52 11.43 7.16 TelefonicaBras VIV 5.3 17 10.39 –0.15 .104
199.72 76.40 OntoInnovation ONTO ... 71 175.43 –9.76 ... 25.55 19.21 PlymouthIndREIT PLYM 4.5 cc 21.50 –0.43 .24
44.70 26.15 RyersonHolding RYI 2.4 8 31.22 +0.40.1875 75.80 61.56 Southern SO 4.1 19 69.09 +0.08 .70 4.53 3.72 Telefonica TEF 5.6 dd 4.24 +0.04.1592
15.66 8.10 Ooma OOMA ... dd 8.65 –0.69 ... 138.49 82.00 Polaris PII 2.9 11 91.86 –0.81 .66
122.91 77.18 RymanHospitality RHP 3.6 22 115.20 –2.62 1.10 103.58 64.66 SoCopper SCCO 3.7 33 103.00 +16.72 .80 29.58 21.67 TelekmIndonesia TLK 3.4 16 25.27 +0.421.1296
42.41 32.82 Oppenheimer A OPY 1.6 15 38.57 –0.50 .15 51.58 38.01 PortlandGenElec POR 4.6 18 41.08 –0.45 .475 12.00 10.33 SouthportAcqnA PORT ... 51 10.92 +0.07 ... 21.75 6.44 Telephone&Data TDS 4.9 dd 15.43 –0.50 .19
5.34 1.70 OppFi OPFI ... dd 2.52 –0.38 ... 107.00 78.85 PostHoldings POST ... 23 103.47 +0.51 ... S 39.53 21.91 SouthwestAir LUV 2.5 39 28.35 –5.91 .18 56.44 34.98 TempurSealy TPX 1.0 26 53.01 –1.80 .13
129.37 84.61 Oracle ORCL 1.3 33 125.54 +13.12 .40 15.71 12.98 PostalRealty PSTL 6.9 cc 14.00 –0.06 .24 74.50 53.79 SouthwestGas SWX 3.5 33 71.06 –3.02 .62 39.08 24.69 Tenaris TS .0 6 38.61 +0.85 .40
13.08 10.97 Orange ORAN 5.0 18 11.48 –0.16.3205 25.16 16.41 PowerSchool PWSC ... dd 20.65 –0.19 ... 195.99 118.09 SAP SAP .9 64 188.31 –4.682.1864 7.69 4.57 SouthwesternEner SWN ... 5 7.05 +0.11 ... 10.89 5.70 TencentMusic TME ... 24 10.33 –0.20 ...
11.27 5.90 OrchidIsland ORC 16.7 dd 8.62 ... .12 73.82 41.56 PrecisionDrilling PDS ... 5 64.21 +1.98 ... 461.16 327.08 S&P Global SPGI .9 51 422.81 –5.42 .91 88.11 56.69 SpectrumBrands SPB 2.0 2 83.18 –0.32 .42 101.65 51.04 TenetHealthcare THC ... 17 98.80 +0.12 ...
24.79 10.84 Organon OGN 6.1 5 18.28 –0.17 .28 75.16 52.90 PrestigeCnsHlth PBH ... dd 74.67 +0.97 ... 11.54 10.25 SDCLEDGEAcqn SEDA ... cc 10.92 –0.01 ... 51.83 20.69 SphereEnt SPHR ... 5 48.28 –0.48 ... 117.00 63.30 Tennant TNC 1.0 20 114.08 +3.49 .28
36.91 25.59 OriginBancorp OBK 2.1 11 28.98 –2.12 .15 254.41 157.02 Primerica PRI 1.2 16 246.88 –0.16 .75 15.24 7.04 SeacorMarine SMHI ... dd 13.64 +1.33 ... 14.20 2.80 SpireGlobal SPIR ... dd 11.95 –0.73 ... 57.73 36.72 Teradata TDC ... 64 37.94 –0.12 ...
9.17 2.33 OrionGroup ORN ... dd 8.06 –0.41 ... 17.69 12.27 PrimoWater PRMW 2.1 38 17.38 +0.87 .09 3.21 1.16 SES AI SES ... dd 1.52 –0.14 ... 72.07 53.77 Spire SR 5.1 16 59.59 –1.11 .755 65.64 41.89 Terex TEX 1.2 8 59.07 +0.50 .17
7.07 3.29 OrionOffice ONL 11.5 dd 3.48 –0.07 .10 41.65 22.90 PrimorisSvcs PRIM .6 17 40.38 –0.77 .06 13.74 8.43 SFL SFL 8.1 ... 12.81 –0.74 .26 36.34 14.65 SpiritAeroSys SPR ... dd 32.26 –3.52 ... 2.04 0.62 TerranOrbital LLAP ... dd 1.23 +0.04 ...
28.48 19.32 Orion OEC .4 13 22.79 +0.53.0207 19.38 11.76 ProAssurance PRA 1.7 dd 11.98 –0.56 .05 14.71 10.88 SITE Centers SITC 3.7 12 14.10 –0.10 .13 19.69 4.04 SpiritAirlines SAVE .0 dd 4.29 –0.56 .10 65.64 50.42 TerrenoRealty TRNO 2.9 35 62.79 –1.45 .45
112.04 79.64 Orix IX 2.4 13 107.19 –2.261.4781 80.43 48.11 ProcoreTech PCOR ... dd 78.60 –0.22 ... 81.86 54.39 SJW Group SJW 2.8 21 57.09 –0.30 .40 272.44 124.57 Spotify SPOT ... dd 254.89 –4.51 ... 6.77 2.43 TetraTech TTI ... 22 4.27 +0.30 ...
88.64 58.73 OrmatTech ORA .8 31 63.82 –5.00 .12 162.73 141.45 Procter&Gamble PG 2.3 27 161.38 +1.03.9407 22.71 18.52 SK Telecom SKM 5.0 10 22.06 –0.07.3482 17.14 10.25 Sprinklr CXM ... cc 13.05 –0.50 ... 13.93 7.09 TevaPharm TEVA ... dd 13.43 –0.19 ...
18.55 3.23 OscarHealth OSCR ... dd 13.85 –0.78 ... 205.83 111.41 Progressive PGR .2 31 204.88 +6.47 .10 52.50 19.06 SLGreenRealty SLG 5.9 dd 50.52 –1.24 .25 38.60 28.04 Sprott SII 2.8 23 36.16 –0.11 .25 2000.00 1266.21 TexasPacLand TPL .8 32 1666.49 +138.771.1667
116.67 72.09 Oshkosh OSK 1.6 13 115.16 +0.91 .46 137.52 96.64 Prologis PLD 3.0 41 129.02 –6.05 .96 47.18 24.66 SM Energy SM 1.5 7 46.79 +1.72 .18 8.88 3.27 SprucePower SPRU ... dd 3.87 –0.16 ... 93.45 61.27 Textron TXT .1 20 92.91 +0.78 .02
12.12 9.63 OsirisAcqn OSI ... dd 10.72 +0.01 ... 5.06 3.15 PropertyGuru PGRU ... dd 3.60 +0.27 ... 9.50 1.30 SOS SOS ... dd 1.47 –0.80 ... 34.62 25.60 Squarespace SQSP ... dd 32.38 +0.89 ... 603.82 415.60 ThermoFisher TMO .3 38 584.15 –13.46 .39
5.92 1.87 OsiskoDevelopment ODV ... dd 2.22 –0.09 ... 11.37 6.33 ProPetro PUMP ... 10 7.70 +0.36 ... 118.14 61.09 SPX Tech SPXC ... 38 116.83 +1.19 ... 65.99 38.70 St.Joe JOE .9 40 52.73 –1.07 .12 34.07 20.56 Thermon THR ... 21 30.43 +2.68 ...
17.96 11.24 OsiskoGold OR 1.1 dd 15.97 –0.19.0444 68.88 49.60 ProsperityBcshs PB 3.7 13 60.61 –2.46 .56 39.61 31.64 STAG Indl STAG 4.0 35 37.21 –0.60.1233 41.71 30.09 StandardMotor SMP 3.7 11 31.28 +0.83 .29 161.57 117.46 ThomsonReuters TRI 1.4 27 157.35 +0.66 .54
98.98 73.32 OtisWorldwide OTIS 1.4 29 98.50 +0.87 .34 41.87 23.01 ProtoLabs PRLB ... 52 34.09 –3.46 ... 81.42 55.60 SabineRoyalty SBR 9.6 10 61.63 +0.57.4114 182.56 112.85 StandexIntl SXI .7 16 180.17 +7.07 .30 129.31 74.50 ThorIndustries THO 1.8 21 103.81 –1.30 .48
9.80 3.21 Ouster OUST ... dd 4.82 –0.71 ... 20.95 13.43 ProvidentFinSvcs PFS 6.6 8 14.56 –0.69 .24 13.15 10.11 SableOffshoreA SOC ... dd 11.68 –0.32 ... 104.21 73.12 StanleyBlackDck SWK 3.7 dd 88.15 –3.33 .81 11.09 3.50 3D Systems DDD ... dd 4.55 –0.50 ...
17.02 8.18 OutfrontMedia OUT 7.6 dd 15.87 –0.12 .30 113.51 75.37 PrudentialFinl PRU 4.6 17 112.84 +1.74 1.30 5.08 2.97 SafeBulkers SB 4.0 8 4.96 ... .05 87.53 54.90 Stantec STN .7 38 84.85 –0.20.1548 113.14 85.35 3M MMM 5.8 dd 105.00 +11.10 1.51
6.74 3.40 OverseasShip OSG 3.9 8 6.11 +0.09 .06 30.91 19.42 Prudential PUK ... 15 20.51 +0.20 ... 30.29 15.00 Safehold SAFE 3.6 dd 19.68 –1.50 .177 15.90 8.55 Starrett A SCX ... 6 15.76 +5.84 ... 87.25 37.76 Tidewater TDW ... 47 87.03 +5.58 ...
51.91 32.07 Ovintiv OVV 2.4 6 50.46 +1.00 .30 65.59 53.71 PublicServiceEnt PEG 3.8 12 63.78 –0.48 .60 318.71 182.65 Salesforce CRM .5 70 294.33 –10.95 .40 22.29 16.06 StarwoodProp STWD 9.5 19 20.11 –0.27 .48 9.50 6.05 Tilly's TLYS ... dd 6.93 –0.39 ...
26.54 11.79 Owens&Minor OMI ... dd 25.47 –0.17 ... 316.48 233.18 PublicStorage PSA 4.3 25 277.04 –16.093.00 15.93 7.21 SallyBeauty SBH ... 8 11.85 –0.99 ... 81.37 62.78 StateStreet STT 3.8 13 72.50 +0.07 .69 95.08 65.71 Timken TKR 1.5 16 85.17 –1.13 .33
163.44 89.46 OwensCorning OC 1.5 12 159.79 +2.79 .60 115.20 54.92 PulteGroup PHM .7 9 110.90 –1.78 .20 40.54 16.63 Samsara IOT ... dd 35.76 –3.40 ... 48.00 33.12 SteelPartners SPLP ... 7 40.00 +2.00 ... 15.33 9.23 TItanIntl TWI ... 10 12.42 –0.27 ...
7.50 2.52 Owlet OWLT ... dd 4.45 –0.70 ... 58.46 22.14 PureStorage PSTG ... cc 49.96 –5.39 ... 11.15 4.37 SanJuanBasin SJT 18.1 3 5.60 +0.21.0303 14.54 6.39 Steelcase SCS 3.1 20 12.78 –0.18 .10 27.00 13.77 Toast TOST ... dd 23.55 –0.97 ...
120.08 82.33 OxfordIndustries OXM 2.5 11 106.08 +0.35 .65 11.15 10.48 PyrophyteAcqn PHYT ... 35 11.11 ... ... 17.80 11.51 SandRidgeEnergy SD 3.0 8 13.89 +0.03 .11 28.50 15.07 Stellantis STLA ... 4 28.50 +1.20 ... 124.67 57.09 TollBros TOL .7 9 120.31 –0.37 .23
PQ 50.46 21.21 Q2 QTWO ... dd 48.44 –0.50 ... 6.31 3.96 SandstormGold SAND 1.2 36 5.03 +0.39.0149 29.04 20.24 StellarBancorp STEL 2.2 10 23.51 –0.74 .13 44.65 28.22 TootsieRoll TR 1.1 25 31.83 –0.02 .09
49.18 35.81 Qiagen QGEN .0 29 44.04 –0.42 1.28 28.87 22.35 SaratogaInvt SAR 12.6 12 22.70 –1.11 .73 7.79 1.73 Stem STEM ... dd 1.85 –0.32 ... 421.75 184.50 TopBuild BLD ... 21 409.80 +2.55 ...
58.66 31.26 PBF Energy PBF 1.8 3 56.65 +6.59 .25 6.75 2.68 QuadGraphics QUAD 3.9 dd 5.08 –0.17 .05 14.49 7.31 Sasol SSL 6.8 32 7.41 –0.43.5248 104.43 63.60 Stepan SCL 1.7 50 87.30 –0.29 .375 23.01 9.84 TopgolfCallaway MODG ... 31 13.91 –0.24 ...
18.32 14.71 PG&E PCG .2 15 16.25 –0.31 .01 221.94 138.67 QuakerHoughton KWR .9 32 200.16 +0.75 .455 41.04 32.13 SaulCenters BFS 6.4 21 36.82 –1.79 .59 254.00 176.10 Steris STE .9 40 230.05 –3.65 .52 111.85 78.35 Toro TTC 1.6 33 89.71 +0.48 .36
41.97 20.68 PGT Innovations PGTI ... 23 41.84 ... ... 36.57 18.71 QuanexBldg NX .9 14 35.95 +2.03 .08 26.88 10.16 SaversValue SVV ... 52 17.80 –1.63 ... 36.30 22.23 Stevanato STVN .2 51 29.98 +0.63.0578 66.15 54.69 TorontoDomBk TD 4.9 13 60.06 –0.27.7519
38.00 23.46 PHINIA PHIN 2.8 15 36.29 +2.19 .25 245.43 152.89 QuantaServices PWR .1 49 242.75 +0.69 .09 62.12 42.73 Schlumberger SLB 2.1 18 52.87 +2.47 .275 63.87 36.01 StewartInfo STC 3.1 55 60.62 –0.65 .475 6.86 1.21 Torrid CURV ... 31 3.52 –1.35 ...
3.89 2.36 PHX Minerals PHX 3.9 8 3.05 +0.01 .03 13.86 4.99 QuantumScape QS ... dd 5.69 –0.35 ... 31.74 21.39 SchneiderNatl SNDR 1.7 17 22.55 –0.63 .095 77.62 54.57 StifelFinancial SF 2.3 17 74.06 –1.16 .42 11.21 10.18 TortoiseEcoIII A TRTL ... 38 10.76 +0.01 ...
107.35 59.61 PJT Partners PJT 1.0 35 96.63 –3.48 .25 2.55 1.10 Qudian QD ... 6 2.48 +0.10 ... 71.40 45.65 SchwabC SCHW 1.5 26 67.04 –0.13 .25 55.85 37.21 STMicroelec STM .5 10 44.85 –2.10 .06 69.63 54.94 TotalEnergies TTE ... 8 68.10 +2.31 ...
30.39 19.02 PLDT PHI 4.9 11 24.88 +1.76.8233 148.62 119.59 QuestDiag DGX 2.3 17 128.28 +1.04 .75 73.27 40.34 ScorpioTankers STNG 2.2 7 71.36 +3.04 .40 24.51 14.18 Stoneridge SRI ... dd 16.75 –0.10 ... 12.65 7.89 TownsquareMedia TSQ 7.1 dd 10.57 –0.18.1875
157.69 109.40 PNC Finl PNC 4.2 12 148.78 –1.55 1.55 78.25 43.67 ScottsMiracleGro SMG 3.8 dd 68.76 +0.73 .66 69.70 35.61 Stride LRN ... 15 61.09 –0.09 ... 253.43 133.02 ToyotaMotor TM 1.7 10 234.62 –8.202.0025
R
49.14 34.63 PNM Resources PNM 4.2 36 36.70 –0.99.3875 8.23 3.71 ScullyRoyalty SRL 11.8 dd 6.69 +0.04 .17 361.41 249.98 Stryker SYK .9 43 352.23 –5.64 .80 6.70 1.97 Traeger COOK ... dd 2.21 +0.17 ...
133.09 60.82 POSCO PKX 1.4 19 81.38 –2.45.4683 288.16 195.18 RBC Bearings RBC ... 44 262.45 –5.60 ... 88.84 34.35 Sea SE ... cc 58.13 +0.41 ... 9.57 4.22 StudioCity MSC ... dd 6.50 –0.25 ... 294.46 162.04 TraneTech TT 1.2 33 291.41 +6.56 .84
152.89 120.33 PPG Ind PPG 1.9 26 137.86 –2.87 .65 77.99 51.07 RB Global RBA 1.4 89 75.26 –0.25 .27 16.18 9.31 SeabridgeGold SA ... dd 13.42 –0.16 ... 59.47 42.00 SturmRuger RGR 2.4 17 45.88 +0.50 .23 10.40 6.29 Transalta TAC 2.6 3 6.31 –0.63.0437
29.04 22.20 PPL PPL 3.9 27 26.64 –0.54.2575 11.89 10.42 RCF Acqn A RCFA ... 24 11.11 +0.05 ... 50.72 33.99 SeaDrill SDRL ... 12 48.89 +2.16 ... 22.33 14.42 SuburbanPropane SPH 6.7 12 19.41 –1.54 .325 45.75 27.23 TrancntlRlty TCI ... 5 37.25 –1.55 ...
44.81 21.94 ProgHoldings PRG 1.5 11 32.01 –0.03 .12 44.75 30.10 RELX RELX 1.7 37 43.13 –0.68.5263 48.44 28.50 SealedAir SEE 2.2 15 36.12 –0.34 .20 12.46 7.66 SumitomoMits SMFG 2.6 13 11.52 –0.81 .182 1207.58 687.59 TransDigm TDG .0 50 1172.20 +7.2135.00
40.99 24.61 PROS PRO ... dd 34.77 –1.16 ... 20.48 7.51 RE/MAX RMAX11.7 dd 7.86 –0.50 .23 33.51 21.28 SelectMedical SEM 1.8 15 28.47 +0.17 .125 7.26 5.31 SummitHotelProp INN 3.9 dd 6.20 –0.36 .06 8.88 4.45 Transocean RIG ... dd 5.80 +0.55 ...
35.57 4.30 PSQ PSQH ... dd 4.65 –0.04 ... 21.33 9.85 REV REVG 1.1 5 18.58 –0.08 .05 9.16 5.57 SelectWater WTTR 2.5 12 8.93 +0.46 .06 44.42 25.43 SummitMaterials SUM ... 17 40.82 –2.17 ... 15.77 8.43 TransportadGas TGS ... 44 12.81 +0.69 ...
13.41 7.13 P10 PX 1.6 dd 8.21 +0.12.0325 406.38 207.26 RH RH ... 32 290.73 +13.77 ... 2.40 0.86 SelectQuote SLQT ... dd 1.65 –0.17 ... 21.40 13.00 SummitMidstream SMLP ... dd 18.45 –2.43 ... 82.75 42.09 TransUnion TRU .5 dd 76.95 –3.18 .105
139.59 69.27 PVH PVH .1 15 130.92 –3.41.0375 149.65 123.05 RLI RLI .7 22 146.93 +0.48 .27 79.52 63.75 Sempra SRE 3.5 15 70.01 –1.06 .62 143.99 102.74 SunComms SUI 2.9 cc 130.99 –2.57 .94 46.26 32.10 Travel+Leisure TNL 4.4 9 45.48 +0.24 .50
188.61 122.20 PackagingCpAm PKG 2.7 22 182.91 –3.17 1.25 12.39 9.07 RLJ Lodging RLJ 3.4 37 11.76 –0.44 .10 14.09 7.21 Semrush SEMR ... cc 11.18 –0.23 ... 55.43 43.69 SunLifeFinancial SLF 4.2 14 54.63 –0.35.5771 224.00 157.33 Travelers TRV 1.8 17 220.93 +2.48 1.00
35.33 19.18 PagerDuty PD ... dd 21.25 –3.41 ... 3.00 1.39 RLX Tech RLX .4 34 1.86 ....008 16.01 10.44 SendasDistrib ASAI ... 27 14.54 +0.13 ... 11.44 6.71 SunCokeEnergy SXC 3.7 16 10.70 –0.13 .10 9.62 3.98 Tredegar TG .0 dd 5.07 +0.73 .13
14.98 6.93 PagSeguroDig PAGS ... 14 13.91 +0.78 ... 9.41 6.34 RPC RES 2.1 8 7.62 +0.07 .04 50.11 30.56 SensataTech ST 1.3 dd 35.57 +0.20 .12 36.34 27.59 SuncorEnergy SU 4.5 8 36.08 +1.63.3843 55.30 34.76 TreeHouseFoods THS ... 38 36.74 +0.12 ...
27.50 7.28 PalantirTech PLTR ... cc 23.49 –2.55 ... 119.39 78.52 RPM RPM 1.6 28 115.69 –1.67 .46 78.70 52.90 SensientTech SXT 2.4 31 68.91 +0.24 .41 12.55 2.97 SunlandsTech STG ... 1 10.02 –0.52 ... 101.91 44.90 Trex TREX ... 50 94.40 –0.50 ...
52.17 27.43 PampaEnergia PAM ... 8 39.64 +0.03 ... 104.91 68.56 RTX RTX 2.5 42 92.93 +2.05 .59 30.76 12.43 SentinelOne S ... dd 22.09 –5.36 ... 24.56 3.80 SunnovaEnergy NOVA ... dd 4.47 –0.88 ... 36.43 23.90 TriPointe TPH ... 10 34.22 –0.38 ...
19.85 12.16 PanAmerSilver PAAS 2.8 dd 14.50 +0.67 .10 24.33 16.94 RXO RXO ... cc 19.87 –1.04 ... 2.97 0.45 SequansComms SQNS ... ... .45 –0.16 ... 64.89 41.06 Sunoco SUN 5.5 17 61.01 –2.13.842 11.17 6.53 TriconRes TCN 2.1 31 11.13 –0.03 .058
40.70 20.30 ParPacific PARR ... 3 37.15 +1.15 ... 32.11 20.01 RadianGroup RDN 3.1 8 31.35 +1.84 .245 9.92 7.07 SeritageGrowth SRG ... dd 8.97 –0.46 ... 11.59 8.60 SunstoneHotel SHO 2.4 12 11.00 –0.38 .07 132.62 75.07 TriNet TNET .8 19 125.65 –0.40 .25
49.84 24.76 ParTechnology PAR ... dd 41.42 –1.99 ... 2.52 1.44 Rafael RFL ... 19 1.73 ... ... 75.97 52.89 ServiceIntl SCI 1.7 21 72.47 –3.09 .30 4.15 2.63 SuperGroup SGHC ... ... 3.43 –0.07 ... 28.86 20.04 TrinityIndustries TRN 4.3 20 25.98 –0.27 .28
19.72 7.95 Paragon28 FNA ... dd 9.12 –1.88 ... 190.41 103.17 RalphLauren RL 1.7 21 181.60 +5.57 .75 815.32 425.85 ServiceNow NOW ... 88 743.91 –13.77 ... 5.77 2.49 SuperiorIndsIntl SUP ... dd 2.81 –0.20 ... 22.67 4.22 Trinseo TSE .8 dd 4.85 –0.13 .01
5.92 3.90 ParamountGroup PGRE 3.0 dd 4.61 –0.04 .035 37.88 22.72 RangeResources RRC 1.0 9 32.04 –1.07 .08 70.84 39.27 ServisFirst SFBS 1.9 16 61.71 –3.74 .30 5.00 0.65 SurfAirMobility SRFM ... dd .91 –0.16 ... 17.33 11.75 TripleFlagPrecMtl TFPM 1.5 73 13.44 –0.17.0525
16.23 11.91 ParkAerospace PKE 3.3 33 15.34 +0.08 .125 14.64 9.27 RangerEnergySvcs RNGR 1.7 12 11.58 +0.41 .05 108.39 52.40 ShakeShack SHAK ... cc 103.69 +0.06 ... 12.24 7.46 Suzano SUZ 1.5 6 12.20 +0.31.3429 12.70 9.08 TriplePtVent TPVG17.6 dd 9.09 –0.74 .40
17.78 10.70 ParkHotels PK 4.1 36 17.11 –0.06 .25 7.56 2.63 Ranpak PACK ... dd 7.51 +2.95 ... 59.10 25.84 SharkNinja SN .0 48 57.95 +1.95 1.08 22.41 6.10 Sweetgreen SG ... dd 22.18 +3.42 ... 10.93 10.32 TristarAcqnI TRIS ... 35 10.91 –0.01 ...
March 18, 2024 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

17.27 7.00 TriumphGroup TGI ... dd 13.58 –1.08 ... 33.96 23.33 VistaOutdoor VSTO ... dd 31.96 +0.08 ... A
16.41 10.08 Tronox TROX 3.1 dd 16.14 +0.24 .125 63.22 22.67 Vistra VST 1.4 18 61.56 +1.07 .215
88.78 52.24 AAON AAON .4 39 82.45 +0.70 .08
19.06 10.15 TrueBlue TBI ... dd 11.74 –0.32 ... 62.87 39.74 VitalEnergy VTLE ... 2 50.80 +0.42 ...
33.99 17.71 AcadiaPharm ACAD ... dd 18.48 –4.96 ...
38.47 25.56 TruistFinl TFC 6.0 dd 34.86 –2.58 .52 27.39 16.40 VitesseEnergy VTS 8.6 dd 23.36 +0.19 .50
29.88 5.70 ACELYRIN SLRN ... dd 7.84 +0.36 ...
25.36 15.50 TsakosEnergy TNP 2.5 2 24.27 +0.49 .30 44.16 25.06 Vontier VNT .2 18 43.19 –0.22 .025
33.43 19.56 ACI Worldwide ACIW ... 29 31.83 –0.26 ...
Meme Traders are Back: Trading volumes leapt at Robinhood last
5.91 0.61 Tupperware TUP ... ... 1.51 +0.17 ... 32.21 12.31 VornadoRealty VNO .0 cc 25.47 –0.71 .30
5.73 3.52 TurkcellIletism TKC 1.4 5 4.85 –0.26.0953 77.78 62.79 VoyaFinancial VOYA 2.3 13 70.19 +1.60 .40
5.14 1.78 AC Immune ACIU ... dd 3.50 –0.28 ... month, as meme stocks recovered their mojo. The Nasdaq Composite
34.40 8.75 ACM Research ACMR ... 23 27.11 –3.05 ...
28.12 19.67 TurningPoint TPB 1.0 14 27.65 +0.32 .07 272.73 160.81 VulcanMatls VMC .7 38 266.86 +0.16 .46 19.06 11.58 ACV Auctions ACVA ... dd 17.68 –0.24 ... Index ended Friday at 15,973—off 0.7% for the week.
13.39 4.90 TutorPerini TPC ... dd 12.80 +0.09 ... 6.42 2.95 ADMA Biologics ADMA ... dd 5.99 –0.35 ...
W
2.50 1.40 Tuya TUYA ... dd 1.94 +0.10 ...
78.16 45.02 Twilio TWLO ... dd 59.66 –2.20 ...
16.09 4.91 Adtran ADTN 6.5 dd 5.57 –0.54 .09 Monday Tuesday Wednesday Thursday Friday
5.64 2.45 W&T Offshore WTI 1.5 25 2.59 +0.01 .01 14.60 9.91 AFC Gamma AFCG15.3 12 12.51 +0.64 .48
11.60 10.00 twoA TWOA ... cc 10.89 +0.15 ... 99.26 75.13 WEC Energy WEC 4.1 19 80.78 –0.90 .835 10.64 6.81 AGNC Invt AGNC15.0 ... 9.63 –0.10 .12 16,295
14.72 9.83 TwoHarbors TWO15.3 dd 12.77 –0.04 .45 235.58 161.95 WEX WEX ... 38 232.20 +3.36 ... 12.25 10.47 AIBAcqnA AIB ... dd 11.55 ... ...
454.74 319.18 TylerTech TYL ... cc 416.31 –4.17 ... 21.00 9.65 WKKellogg KLG 3.8 ... 16.69 +2.22 .16 17.42 3.94 AlxOncology ALXO ... dd 11.30 –3.91 ...
63.28 44.94 TysonFoods TSN 3.5 dd 56.15 +2.04 .49 94.96 51.81 WNS WNS ... 16 52.40 –6.38 ... 20.97 9.96 AMC Networks AMCX ... 2 12.23 +0.38 ...
57.06 45.34 Amerisafe AMSF 2.9 16 50.53 –2.20 .37
16,195
U 77.81 50.28 W.P.Carey WPC 6.2 17 55.99 –1.58 .865
60.37 41.13 WPP WPP 5.5 72 44.96 –0.26 1.54 42.11 23.14 A-MarkPrecMet AMRK 2.9 6 27.77 –0.74 .20
32.13 18.13 UBS Group UBS 2.2 4 31.93 +1.08 .70 29.12 20.09 WabashNational WNC 1.1 6 28.06 +0.16 .08 70.50 36.54 ANI Pharm ANIP ... 71 66.00 –1.42 ... (Previous Friday Close)
44.02 30.95 UDR UDR 4.5 28 37.17 –0.93 .42 143.51 91.89 Wabtec WAB .6 31 139.82 –2.70 .20 364.31 258.01 Ansys ANSS ... 57 327.88 –7.23 ... 16,095
35.87 20.19 UGI UGI 6.2 dd 24.07 –0.99 .375 113.67 61.06 Walker&Dunlop WD 2.9 28 89.53 –3.17 .65 22.22 2.72 AN2 Therap ANTX ... dd 3.00 +0.07 ...
73.03 48.07 U-Haul UHAL ... 20 65.71 –0.15 ... 5.10 1.24 Wallbox WBX ... ... 1.48 +0.04 ... 46.15 29.47 APA APA 3.1 3 32.00 +1.19 .25
71.52 43.62 U-Haul N UHAL.B .3 20 64.85 +0.70 .05 61.57 45.86 Walmart WMT .5 32 60.68 +0.56.2075 18.75 10.27 ARKRestaurants ARKR 5.5 dd 13.72 –0.08.1875
9.65 2.55 ARS Pharm SPRY ... dd 9.16 +0.47 ...
15,995
16.85 13.26 UMH Prop UMH 5.2 dd 15.62 –0.67 .205 16.49 9.50 WarbyParker WRBY ... dd 11.75 –0.40 ...
60.59 41.43 Unitil UTL 3.3 18 50.92 –1.35 .425 69.97 31.97 WarriorMetCoal HCC .6 6 53.76 –7.19 .50 1056.34 564.00 ASML ASML .6 44 940.21 –54.121.6144
12.02 10.36 A SPAC II ASCB ... 36 11.13 –0.55 ... -65.84 +246.36 -87.87 -49.24
28.00 18.48 USA Compression USAC 7.6 cc 27.55 +0.73 .525 171.49 126.12 WasteConnections WCN .7 58 170.93 +4.13 .285 -155.36
69.60 44.01 UsanaHealth USNA ... 15 50.11 +1.53 ... 211.05 149.71 WasteMgt WM 1.4 37 210.53 +2.78 .75 7.10 2.59 AST Space ASTS ... dd 3.14 +0.13 ... 15,895
48.47 13.79 US Cellular USM ... 55 34.88 –0.49 ... 3.20 0.94 Waterdrop WDH ... 14 1.15 –0.03 ... 2.07 0.79 ATA Creativity AACG ... dd 1.58 +0.01 ... 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4
2.39 1.02 ATAI Life ATAI ... dd 1.77 –0.33 ...
54.48 33.96 US Foods USFD ... 27 54.01 +1.37 ... 363.80 231.90 Waters WAT ... 33 352.90 –3.04 ...
43.05 27.50 ATN Intl ATNI 3.0 dd 31.69 –1.37 .24
124.11 78.08 US PhysTherapy USPH 1.6 80 106.69 +1.80 .44 433.19 290.74 Watsco WSO 2.4 30 404.20 +3.12 2.45 52-Week Tick Div 52-Week Tick Div
1.70 0.57 AVROBIO AVRO ... 5 1.30 –0.01 ...
14.64 10.09 US Silica SLCA ... 7 12.59 +0.83 ... 219.52 153.25 WattsWater WTS .7 26 204.04 –0.85 .36 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
5.43 1.89 AXT AXTI ... dd 4.87 +0.29 ...
7.43 4.43 UWM UWMC 5.9 dd 6.74 +0.08 .10 90.71 29.51 Wayfair W ... dd 60.95 –0.59 ... 11.66 10.47 AlphaStarAcqn ALSA ... 35 11.31 +0.03 ... 20.86 16.95 AresCapital ARCC 9.5 8 20.19 –0.32 .48
8.05 3.87 AbCelleraBio ABCL ... dd 4.71 –0.06 ...
82.14 29.22 Uber UBER ... 87 76.07 –2.63 ... 13.80 4.04 WeaveComms WEAV ... dd 11.26 –0.82 ... 0.49 0.01 AlphaStarRt ALSAR ... ... .14 +0.04 ... 550.76 327.73 argenx ARGX ... dd 371.28 –16.52 ...
15.68 8.00 Abivax ABVX ... dd 13.95 –0.15 ...
274.55 103.00 Ubiquiti UI 2.2 18 110.89 –6.13 .60 53.39 31.03 WebsterFin WBS 3.3 10 48.03 –0.66 .40 4.27 1.62 AlphaTeknova TKNO ... dd 2.85 ... ... 4.45 0.92 ArgoBlockchain ARBK ... dd 1.65 –0.36 ...
6.40 1.11 Absci ABSI ... dd 4.90 –0.12 ...
27.87 12.38 UiPath PATH ... dd 22.75 –0.91 ... 86.67 58.75 WeisMarkets WMK 2.1 17 64.45 –1.43 .34 153.78 99.74 Alphabet A GOOGL ... 24 141.18 +5.77 ... 16.43 6.75 Arhaus ARHS .0 17 15.27 +0.37 .50
4.68 3.43 AcaciaResearch ACTG ... 17 4.65 +0.63 ...
6.35 2.44 UltraparPart UGP 2.0 13 5.76 –0.07.0723 58.44 35.25 WellsFargo WFC 2.4 12 57.51 +0.44 .35 75.73 42.83 AcademySports ASO .5 11 71.16 +0.96 .11 155.20 100.28 Alphabet C GOOG ... 24 142.17 +5.88 ... 164.00 46.50 Arm ARM ... cc 126.97 –4.51 ...
9.59 6.29 UnderArmour A UAA ... 8 7.15 –1.29 ... 94.63 65.18 Welltower WELL 2.7 cc 91.35 –0.65 .61 87.77 66.49 AcadiaHealthcare ACHC ... dd 77.79 –4.02 ... 19.14 8.66 Alphatec ATEC ... dd 13.09 +0.29 ... 11.05 10.06 ArmadaAcqnI AACI ... dd 11.05 +0.07 ...
8.99 5.86 UnderArmour C UA ... 8 6.95 –1.09 ... 195.43 121.91 WescoIntl WCC 1.0 12 160.13 +0.35.4125 17.01 6.33 Accolade ACCD ... dd 9.23 –0.27 ... 11.48 10.17 AlphaTimeAcqn ATMC ... 47 10.94 +0.04 ... 11.67 10.31 ArogoCapA AOGO ... 19 10.77 –0.04 ...
9.34 5.63 Unifi UFI ... dd 5.68 –0.19 ... 90.17 64.11 WestFraserTimber WFG 1.5 dd 81.14 ... .30 4.30 2.36 Accuray ARAY ... dd 2.61 –0.29 ... 0.30 0.06 AlphaTimeRt ATMCR ... ... .13 +0.02 ... 5.70 1.17 Arq ARQ ... dd 5.66 +2.29 ...
194.44 150.50 Unifirst UNF .8 28 170.05 +0.64 .33 415.73 310.42 WestPharmSvcs WST .2 49 387.62 +28.67 .20 1.76 0.74 AchillesTherap ACHL ... dd 1.10 –0.13 ... 10.93 10.16 AlphaVestAcqn ATMV ... 48 10.89 –0.01 ... 26.64 11.56 ArrayTech ARRY ... 22 11.73 –1.08 ...
55.99 46.16 Unilever UL 3.7 18 48.94 –0.24.4582 70.23 11.35 WestAllianceBcp WAL 2.6 9 57.98 –2.33 .37 11.12 0.59 AclarisTherap ACRS ... dd 1.17 –0.24 ... 0.20 0.05 AlphaVestAcqnRt ATMVR ... ... .08 ... ... 25.95 17.70 ArriVentBio AVBP ... ... 19.49 –0.12 ...
258.66 183.69 UnionPacific UNP 2.1 23 244.13 –6.83 1.30 35.04 24.31 WesternMidstrm WES 6.7 13 34.53 +0.52 .575 24.20 8.98 AcordaTherap ACOR ... dd 12.40 –0.39 ... 39.27 6.40 AlpineImmune ALPN ... dd 36.38 +0.45 ... 29.66 16.38 ArrowFinancial AROW 4.6 13 23.73 –1.17 .27
8.12 2.60 Unisys UIS ... dd 4.86 –0.49 ... 14.19 10.37 WesternUnion WU 7.0 8 13.48 –0.56 .235 23.16 3.19 AcrivonTherap ACRV ... dd 6.19 +1.24 ... 92.92 57.59 AltairEngg ALTR ... dd 79.03 –3.44 ... 42.48 20.67 ArrowheadPharm ARWR ... dd 28.28 –5.17 ...
8.97 6.71 UnitedMicro UMC 5.5 10 8.02 –0.19 .586 147.81 103.28 Westlake WLK 1.4 40 146.79 +5.11 .50 11.31 1.81 AcumenPharm ABOS ... dd 4.18 –0.19 ... 11.86 10.16 AltEnergyA AEAE ... 71 11.15 ... ... 8.08 3.57 Arteris AIP ... dd 6.48 –0.65 ...
28.37 11.38 UnitedNatFoods UNFI ... dd 11.96 +0.20 ... 48.96 26.84 WestRock WRK 2.5 dd 48.60 +3.04.3025 4.38 1.10 Adagene ADAG ... dd 2.85 +0.03 ... 11.36 0.29 AlternusCleanEner ALCE ... 4 .58 +0.16 ... 58.41 33.84 ArtesianRscs A ARTNA 3.2 22 36.63 +0.27.2897
197.80 133.68 UPS B UPS 4.3 20 153.37 –0.59 1.63 14.20 8.91 Westwood WHG 4.6 10 12.91 +0.91 .15 2.05 0.42 Adaptimmune ADAP ... dd 1.48 –0.27 ... 14.84 2.09 Altimmune ALT ... dd 9.86 –0.53 ... 53.08 13.57 Arvinas ARVN ... dd 44.85 –2.19 ...
61.76 40.87 UtdParks&Resorts PRKS ... 14 51.34 –1.20 ... 35.42 27.65 Weyerhaeuser WY 2.3 30 34.33 –0.51 .20 9.08 2.61 AdaptiveBiotech ADPT ... dd 3.24 –0.41 ... 6.79 2.38 AltisourcePortf ASPS ... dd 2.63 –0.18 ... 161.00 64.33 AscendisPharma ASND ... dd 148.70 +2.08 ...
732.37 325.15 UnitedRentals URI .9 19 675.58 –0.56 1.63 52.76 38.37 WheatonPrecMtls WPM 1.4 37 44.42 –0.29 .15 114.97 77.30 AddusHomeCare ADUS ... 25 96.76 –5.49 ... 18.00 6.70 Alvotech ALVO ... dd 15.31 –0.29 ... 11.19 7.20 AscentIndustries ACNT ... dd 10.75 +0.42 ...
45.85 27.27 US Bancorp USB 4.7 13 42.08 –1.18 .49 8.99 0.98 WheelsUp UP ... dd 2.66 +0.24 ... 13.39 7.12 Adeia ADEA 1.8 19 11.15 –0.26 .05 27.77 14.05 AmalgamFin AMAL 1.7 8 23.22 –0.78 .10 247.96 161.32 AspenTech AZPN ... dd 194.92 –11.12 ...
50.20 20.40 US Steel X .5 11 38.85 –8.59 .05 160.62 98.40 Whirlpool WHR 6.7 12 105.12 –4.21 1.75 7.67 1.10 AdicetBio ACET ... dd 2.00 –0.43 ... 1.66 0.65 Amarin AMRN ... dd .86 –0.06 ... 20.04 7.69 AssemblyBiosci ASMB ... dd 12.17 –1.41 ...
554.70 445.68 UnitedHealth UNH 1.5 21 490.82 +14.25 1.88 1809.67 1319.05 WhiteMtnIns WTM .1 9 1789.00 +66.07 1.00 19.30 7.11 AdlaiNortye ANL ... ... 9.00 +1.35 ... 180.14 95.70 Amazon.com AMZN ... 60 174.42 –0.93 ... 56.33 28.97 AstecIndustries ASTE 1.3 28 40.64 –1.14 .13
50.08 22.20 UnitySoftware U ... dd 26.09 –0.97 ... 13.12 8.21 WhitestoneREIT WSR 4.1 31 11.93 –0.24.0413 638.25 331.89 Adobe ADBE ... 47 492.46 –59.23 ... 89.19 43.59 Ambarella AMBA ... dd 49.15 –6.98 ... 76.56 60.47 AstraZeneca AZN 2.1 35 66.31 –0.19 .985
67.80 44.40 Universal UVV 6.3 10 50.89 +0.24 .80 11.75 2.31 WideOpenWest WOW ... dd 3.04 –0.43 ... 126.38 81.86 AdvEnergyInds AEIS .4 28 95.75 –7.81 .10 99.75 78.38 Amdocs DOX 2.1 20 92.20 –0.54 .479 16.04 4.26 AstriaTherap ATXS ... dd 15.46 +1.11 ...
49.94 35.04 UniversalHealth UHT 8.2 32 35.34 –3.52 .725 40.23 28.84 Wiley A WLY 3.7 dd 37.34 +0.36 .35 227.30 81.02 AdvMicroDevices AMD ... cc 191.06 –16.33 ... 96.44 69.36 Amedisys AMED ... dd 93.21 +0.09 ... 22.44 12.21 Astronics ATRO ... dd 17.65 –0.50 ...
4.39 1.13 AdvantageSolns ADV ... dd 4.25 +0.40 ... 19.08 10.86 AmerAirlines AAL ... 13 13.96 –0.72 ... 18.83 11.63 AstroNova ALOT ... 38 17.22 –0.16 ...
179.41 118.89 UniversalHealthB UHS .5 17 173.90 –1.79 .20 40.40 28.35 Wiley B WLYB 3.6 dd 38.95 +2.26 .35
8.99 1.16 Aemetis AMTX ... dd 3.10 –0.26 ... 96.05 69.38 AEP AEP 4.3 19 82.11 –1.73 .88 3.17 0.20 AtaraBiotherap ATRA ... dd .62 –0.14 ...
21.75 11.16 UnivInsurance UVE 3.2 9 19.86 –0.40 .16 37.45 27.80 Williams WMB 5.1 14 37.00 +0.95 .475
27.82 9.41 AerovateTherap AVTE ... dd 26.70 +0.18 ... 50.76 25.26 AmerNatlBkshrs AMNB 2.6 19 45.49 –1.79 .30 5.19 2.77 AteaPharm AVIR ... dd 4.01 +0.01 ...
16.37 5.63 UnvlTechInst UTI ... 56 14.52 ... ... 292.40 109.44 Williams-Sonoma WSM 1.3 19 283.77 +48.87 1.13
184.61 88.24 AeroVironment AVAV ... dd 148.60 –17.63 ... 10.35 6.97 AmOutdoorBrands AOUT ... dd 8.49 –0.19 ... 4.30 1.33 AthiraPharma ATHA ... dd 2.62 –0.96 ...
52.17 36.27 UnumGroup UNM 2.8 8 52.11 +1.71 .365 75.42 53.94 Winnebago WGO 1.9 13 64.87 +0.56 .31
12.23 10.33 AetheriumAcqnA GMFI ... 90 11.11 –0.19 ... 16.39 3.76 AmerPubEduc APEI ... dd 12.36 +0.07 ... 50.15 33.95 AtlantaBravesC BATRK ... dd 38.21 –0.25 ...
18.79 13.13 UrbanEdgeProp UE 4.1 8 16.47 –0.65 .17 6.45 4.32 Wipro WIT .3 24 6.13 –0.04.0107
52.48 8.80 AffirmHldgs AFRM ... dd 33.71 –5.05 ... 13.72 9.38 AmerSoftware AMSWA 4.0 38 11.07 –0.07 .11 54.94 36.78 AtlantaBravesA BATRA ... dd 40.96 –0.32 ...
19.21 11.17 UtzBrands UTZ 1.3 dd 18.22 +0.38 .057 8.96 5.53 WisdomTree WT 1.3 16 8.93 +0.51 .03
11.39 0.30 AfricanAgriculture AAGR ... dd .45 +0.08 ... 17.37 3.63 AmerSupercond AMSC ... dd 14.05 –0.91 ... 3.00 1.49 AtlanticAmerican AAME .7 22 2.71 –0.12 .02
70.42 23.54 Wolfspeed WOLF ... dd 26.08 –1.90 ...
V 22.48 9.66 Afya AFYA ... 25 21.59 +0.88 ... 104.28 47.98 AmericanWoodmark AMWD ... 13 94.76 –1.28 ... 11.40 9.79 AtlCoastal II A ACAB ... 77 10.73 +0.01 ...
17.85 7.21 WolverineWwide WWW 3.9 dd 10.15 +0.15 .10 127.96 57.61 AmerCarMart CRMT ... dd 62.49 –4.01 ...
91.61 62.00 Agilysys AGYS ... 24 76.42 –0.11 ... 29.81 16.35 AtlanticaSust AY 10.1 43 17.58 –0.86.445
23.58 12.85 VF VFC 2.4 dd 14.78 –1.32 .09 25.84 19.02 WoodsideEnergy WDS 7.1 22 19.48 –0.24 .60 53.99 28.33 AmerisBancorp ABCB 1.3 12 45.59 –1.91 .15
35.50 19.80 AgiosPharm AGIO ... dd 29.94 –1.35 ... 43.70 21.65 Atlanticus ATLC ... 7 30.11 –0.64 ...
3.14 0.71 ViaOptronics VIAO ... dd .91 +0.04 ... 35.95 24.94 WooriFinl WF 1.8 5 35.74 +2.251.4465 3.77 2.41 AmeriServFin ASRV 4.6 dd 2.61 –0.01 .03
4.22 2.37 Agora API ... dd 2.52 –0.11 ... 258.69 128.02 Atlassian TEAM ... dd 194.43 –14.37 ...
34.05 26.63 VICI Prop VICI 5.7 12 28.93 –0.19 .415 116.00 80.50 Workiva WK ... dd 83.93 –1.66 ... 329.72 211.71 Amgen AMGN 3.3 22 268.87 –4.88 2.25
10.16 10.05 Agric&NatSolnsA ANSC ... ... 10.16 ... ... 27.50 14.80 AtourLifestyle ATAT .7 45 19.40 +1.24 .15
11.28 4.82 Vizio VZIO ... 79 11.16 +0.17 ... 26.40 17.69 WorldKinect WKC 2.7 30 24.88 +0.26 .17 14.57 9.70 AmicusTherap FOLD ... dd 11.48 –0.82 ...
10.21 10.15 AimeiHlthTech AFJK ... ... 10.20 +0.02 ... 1.37 0.10 Atreca BCEL ... dd .17 –0.05 ...
10.65 5.90 VOC Energy VOC 13.9 6 6.13 ... .19 67.23 31.98 WorthingtonEnts WOR 1.0 11 63.40 +0.13 .32 37.00 17.58 AmkorTech AMKR 1.0 21 31.25 –3.65.0787
0.23 0.15 AimeiHlthTechRt AFJKR ... ... .20 –0.03 ... 59.61 29.68 AtriCure ATRC ... dd 32.14 –4.01 ...
9.59 3.24 VTEX VTEX ... ... 8.68 –0.53 ... 35.09 21.00 WorthingtonSteel WS 2.1 ... 30.05 –1.95 .16 6.30 1.24 AmnealPharm AMRX ... 87 5.50 +0.11 ...
28.62 12.53 AirT AIRT ... dd 19.21 +1.75 ... 670.00 274.98 Atrion ATRI 2.0 40 436.10 –4.70 2.20
56.75 37.00 V2X VVX ... dd 44.32 –0.60 ... 81.73 63.69 WyndhamHtls WH 1.9 23 78.39 +2.31 .38 67.66 35.62 AmphastarPharm AMPH ... 17 43.05 –2.62 ...
24.96 11.76 AirTransportSvcs ATSG ... 16 12.11 –1.04 ... 24.40 18.80 AuburnNatlBncp AUBN 5.5 50 19.79 –0.69 .27
5.66 3.51 VaalcoEnergy EGY 4.5 10 5.54 +1.25.0625 XYZ 168.19 103.55 Airbnb ABNB ... 22 160.64 –4.27 ... 11.98 3.37 AmtechSystems ASYS ... dd 4.73 –0.14 ... 15.08 7.14 AudioCodes AUDC 2.9 45 12.51 –1.19 .18
258.13 204.88 VailResorts MTN 3.8 37 218.72 –5.04 2.22 9.94 4.43 AirSculptTech AIRS ... dd 5.75 –0.30 ... 32.70 2.70 AmylyxPharm AMLX ... 5 3.24 –0.12 ... 13.50 5.99 AuraBiosciences AURA ... dd 7.20 –1.18 ...
78.92 54.13 Valaris VAL ... 6 70.78 +4.76 ... 5.00 2.65 XFinancial XYF .0 1 4.26 +0.06 .30 13.36 1.34 AirshipAI AISP ... dd 10.75 +3.95 ... 202.77 154.99 AnalogDevices ADI 1.9 35 195.20 –0.74 .92 11.64 10.41 AuraFatProjectsA AFAR ... 58 11.05 –0.05 ...
16.60 11.88 Vale VALE 11.1 7 11.96 –1.23.1541 129.43 29.02 XPO XPO ... 77 122.66 +0.23 ... 129.17 72.48 AkamaiTech AKAM ... 30 107.25 –3.75 ... 27.50 13.36 AnaptysBio ANAB ... dd 23.45 –1.35 ... 12.43 4.98 AuriniaPharm AUPH ... dd 5.17 –0.26 ...
3.58 1.91 ValensSemicon VLN ... dd 1.96 –0.23 ... 15.84 10.90 XeniaHotels XHR 2.8 86 14.76 –0.71 .12 58.38 11.25 AkeroTherap AKRO ... dd 27.54 –3.64 ... 10.45 4.80 AnavexLifeSci AVXL ... dd 5.11 –0.34 ... 4.81 1.14 AuroraInnov AUR ... dd 2.24 +0.04 ...
166.10 104.18 ValeroEnergy VLO 2.6 7 163.70 +14.17 1.07 6.51 1.92 XinyuanRealEst XIN ... dd 2.65 –0.05 ... 8.80 3.04 Akoya AKYA ... dd 4.91 –0.09 ... 58.84 35.69 Andersons ANDE 1.4 18 53.38 –1.48 .19 279.53 188.38 Autodesk ADSK ... 60 254.24 +2.38 ...
18.15 10.80 Valhi VHI 2.2 dd 14.76 +0.06 .08 23.62 7.51 XPeng XPEV ... dd 9.64 +0.12 ... 77.29 44.92 Alarm.com ALRM ... 48 73.18 –1.78 ... 3.49 0.63 Anghami ANGH ... dd 1.11 +0.15 ... 7.45 1.61 AutolusTherap AUTL ... dd 5.82 +0.11 ...
324.50 188.63 ValmontInds VMI 1.1 30 214.73 –0.28 .60 13.62 7.91 Xperi XPER ... dd 10.90 –0.03 ... 11.85 10.17 AlchemyInv1 A ALCY ... 82 10.58 +0.02 ... 4.18 1.55 Angi ANGI ... dd 2.55 –0.14 ... 256.84 201.46 ADP ADP 2.3 28 242.09 –0.31 1.40
44.35 29.15 Valvoline VVV ... dd 43.66 +0.03 ... 33.58 8.30 XponentialFit XPOF ... dd 15.27 +1.50 ... 9.07 3.66 Alector ALEC ... dd 6.12 –0.52 ... 12.63 5.27 AngioDynamics ANGO ... dd 5.37 –0.30 ... 17.24 8.00 AvadelPharm AVDL ... dd 15.92 –0.43 ...
13.43 9.80 VectorGroup VGR 7.4 9 10.79 –0.34 .20 128.58 87.59 Xylem XYL 1.1 47 127.27 +0.19 .36 10.25 6.35 AlgomaSteel ASTL 2.6 85 7.77 –0.27 .05 29.26 16.54 AnikaTherap ANIK ... dd 25.44 +0.02 ... 3.00 0.85 AveannaHealth AVAH ... dd 2.48 +0.13 ...
236.90 160.21 VeevaSystems VEEV ... 71 226.98 –0.81 ... 54.16 34.70 Yeti YETI ... 19 37.05 –1.78 ... 31.00 22.58 Alico ALCO .7 4 28.23 +1.09 .05 6.95 1.57 Annexon ANNX ... dd 6.69 +1.72 ... 8.61 3.89 AvePoint AVPT ... dd 7.55 –0.34 ...
413.20 176.34 AlignTech ALGN ... 54 314.35 +1.86 ... 94.75 19.83 ApellisPharm APLS ... dd 56.74 –4.89 ... 37.84 21.15 AviatNetworks AVNW ... 27 34.60 –0.97 ...
2.50 0.19 Velo3D VLD ... dd .42 +0.06 ... 19.10 8.95 YPF YPF ... 8 18.06 +0.41 ...
9.20 4.76 AlignmentHlthcr ALHC ... dd 4.99 –0.40 ... 57.97 36.62 ApogeeEnt APOG 1.7 12 57.18 +0.67 .25 26.24 4.83 AvidityBio RNA ... dd 24.42 +2.96 ...
18.05 8.11 VelocityFinl VEL ... 12 17.30 +0.57 ... 6.44 3.41 Yalla YALA ... 8 4.84 –0.56 ...
4.38 1.30 AlimeraSciences ALIM ... dd 4.21 +0.24 ... 72.29 14.19 ApogeeTherap APGE ... ... 68.31 +0.77 ... 13.56 6.88 AvidXchange AVDX ... dd 12.42 –0.59 ...
50.99 39.33 Ventas VTR 4.2 dd 42.48 –1.94 .45 1.54 0.44 YatsenHolding YSG ... dd .49 –0.03 ...
26.75 10.93 AlkamiTech ALKT ... dd 23.11 –0.65 ... 49.00 0.54 ApollomicsA APLM ... ... .60 –0.14 ... 244.95 99.60 AvisBudget CAR .0 3 107.70 –4.2610.00
90.55 65.51 Veralto VLTO .4 25 86.50 –2.76 .09 48.99 26.53 Yelp YELP ... 28 37.52 –0.77 ...
32.88 20.46 Alkermes ALKS ... 14 28.75 –0.50 ... 246.12 113.81 AppFolio APPF ... cc 221.46 –6.27 ... 51.65 39.64 Avnet AVT 2.6 6 46.99 +0.41 .31
18.98 13.07 VerisResidential VRE 1.4 dd 14.82 –0.33.0525 14.35 5.29 Yext YEXT ... dd 5.39 –0.66 ...
5.64 1.00 Allakos ALLK ... dd 1.31 –0.12 ... 54.26 30.87 Appian APPN ... dd 36.19 –0.44 ... 2.10 1.05 Aware AWRE ... dd 1.66 –0.17 ...
43.21 30.14 Verizon VZ 6.7 14 39.49 –0.02 .665 5.80 1.80 YirenDigital YRD ... 2 5.32 +0.45 ...
1.83 0.64 Allbirds BIRD ... dd .73 –0.14 ... 199.62 154.15 Apple AAPL .6 27 172.62 +1.89 .24 201.00 105.28 AxcelisTechs ACLS ... 14 107.61 –4.30 ...
15.98 9.82 VermilionEnergy VET 2.3 dd 11.31 +0.31.0888 9.55 2.94 Youdao DAO ... dd 4.02 +0.07 ... 11.62 1.93 AppliedDigital APLD ... dd 4.50 –0.09 ...
2.35 0.51 VerticalAerospace EVTL ... dd .62 –0.04 ... 143.25 115.53 Yum!Brands YUM 2.0 24 136.84 –2.72 .67 130.93 54.87 AllegiantTravel ALGT 3.5 11 67.61 –4.88 .60 325.63 175.37 AxonEnterprise AXON ... cc 307.65 –5.14 ...
53.05 24.66 AllegroMicro ALGM ... 24 27.50 –3.68 ... 214.26 109.00 ApplMaterials AMAT .6 23 198.65 –6.91 .40 69.68 47.59 Axonics AXNX ... dd 67.81 +0.18 ...
76.28 11.95 Vertiv VRT .0 63 74.16 +4.79 .025 64.70 33.55 YumChina YUMC 1.5 21 41.95 +0.70 .16 24.75 1.60 AppliedOptoelec AAOI ... dd 12.70 –2.06 ...
22.37 13.83 Vestis VSTS .8 ... 17.86 –0.78 .035 25.12 6.39 ZimIntShipping ZIM 67.7 dd 9.45 –1.546.40 24.30 17.05 AllianceResource ARLP14.2 4 19.76 –0.14 .70 98.40 55.02 AxsomeTherap AXSM ... dd 75.54 +1.62 ...
56.26 45.15 AlliantEnergy LNT 4.0 17 48.39 –0.95 .48 9.39 0.76 AppliedTherap APLT ... dd 6.02 –0.91 ... 69.16 36.01 Azenta AZTA ... dd 59.51 –5.88 ...
38.10 17.10 Viad VVI ... dd 36.70 +0.02 ... 21.91 15.00 ZKH ZKH ... dd 18.58 +0.97 ... 65.67 13.23 AppLovin APP ... 63 63.13 –0.29 ...
2.47 0.20 VicariousSurgical RBOT ... dd .38 +0.03 ... 30.05 15.90 ZTO Express ZTO .0 15 21.81 +1.67 .37 40.59 25.12 Allient ALNT .4 22 32.93 –0.17 .03 B
6.89 2.23 AllogeneTherap ALLO ... dd 4.66 –0.60 ... 11.39 9.86 APxAcqnI A APXI ... 24 11.39 +0.05 ...
34.97 13.62 Victoria'sSecret VSCO ... 13 18.34 +0.22 ... 10.88 10.19 ZalatorisAcqn TCOA ... 63 10.84 +0.02 ... 7.97 1.41 ApyxMedical APYX ... dd 1.79 –0.13 ... 14.32 9.40 BCB Bancorp BCBP 6.6 6 9.72 –0.70 .16
7.45 1.00 VinceHolding VNCE ... 2 3.43 +0.14 ... 2.10 0.96 ZeppHealth ZEPP ... dd 1.17 +0.01 ... 3.34 1.19 Allot ALLT ... dd 2.23 +0.08 ...
6.18 0.75 AquestiveTherap AQST ... dd 6.09 +1.21 ... 8.70 3.98 BGC BGC .5 cc 8.36 –0.14 .01
6.12 0.62 AlloVir ALVR ... dd .78 +0.05 ...
20.19 13.80 Vipshop VIPS 2.4 8 17.22 –0.06 .41 10.95 7.24 ZetaGlobal ZETA ... dd 10.31 +0.11 ... 3.15 1.69 ArbutusBiopharma ABUS ... dd 2.62 –0.11 ... 38.77 21.64 BJsRestaurants BJRI ... 43 35.07 –1.90 ...
218.88 143.52 AlnylamPharm ALNY ... dd 149.27 –0.55 ...
6.17 1.38 VirginGalactic SPCE ... dd 1.66 –0.06 ... 4.80 1.18 ZeviaPBC ZVIA ... dd 1.19 –0.22 ... 149.89 82.18 ArcBest ARCB .4 25 128.55 –8.17 .12 92.41 62.42 BOK Fin BOKF 2.5 11 87.22 +0.05 .55
35.40 20.03 Alpha&Omega AOSL ... dd 21.55 –2.39 ...
53.60 3.50 VirnetX VHC .0 dd 5.67 –0.1820.00 1.36 0.65 Zhihu ZH ... dd .79 +0.04 ... 75.10 27.28 Arcellx ACLX ... dd 70.62 –1.73 ... 30.84 17.33 BRP Group BRP ... dd 29.30 –0.01 ...
253.63 165.00 VirtusInvtPtrs VRTS 3.3 13 231.33 –19.19 1.90 149.25 102.00 ZimmerBiomet ZBH .8 26 125.17 –1.57 .24 92.01 63.04 ArchCapital ACGL ... 8 91.88 +4.27 ... 92.74 57.15 BRP DOOO .9 7 61.23 –1.51.1334
289.04 214.87 Visa V .7 33 283.04 +3.00 .52 19.29 10.27 ZipRecruiter ZIP ... 25 11.54 –0.92 ... Nasdaq Issues includes stocks traded on the Nasdaq 1.89 0.46 Arcimoto FUV ... dd .48 –0.02 ... 60.72 14.46 B RileyFin RILY 19.9 dd 17.58 –5.67 .50
30.10 20.57 Vishay VSH 1.8 10 22.18 –1.04 .10 201.92 151.03 Zoetis ZTS 1.0 34 172.57 –9.59 .432 Global Select and Nasdaq Global Market tiers. They are 43.81 14.62 ArcturusTherap ARCT ... dd 36.31 –0.55 ... 12.65 3.50 Backblaze BLZE ... dd 10.04 –1.53 ...
41.85 27.94 VishayPrecision VPG ... 18 33.47 –1.67 ... 12.12 7.05 Zuora ZUO ... dd 8.87 –0.32 ... eligible for inclusion on the basis of SEC-approved
market value of publicly-held shares, trading volume, 15.40 1.76 ArcutisBiotherap ARQT ... dd 10.66 –0.49 ... 160.53 96.58 Baidu BIDU ... 13 103.86 +5.59 ...
40.86 16.16 VistaEnergy VIST ... 10 40.75 +4.16 ... 33.95 19.29 ZurnElkayWater ZWS 1.0 49 31.52 –0.45 .08 price and number of market-makers. 10.13 3.16 Ardelyx ARDX ... dd 8.10 –0.59 ... 9.50 0.59 Baijiayun RTC ... dd .86 –0.03 ...
42 BARRON’S March 18, 2024

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.
37.58 26.12 BakerHughes BKR 2.6 17 32.32 +1.72 .21 40.12 27.60 CSX CSX 1.3 20 36.97 –1.22 .12 961.91 495.11 CocaColaCon COKE .2 20 830.46 +5.3916.00 12.46 5.53 DefinitiveHlthcr DH ... dd 7.89 –0.59 ... 10.50 6.20 EverspinTech MRAM ... 19 8.09 –0.01 ...
159.52 110.74 Balchem BCPC .5 47 156.39 –0.03 .79 21.77 10.66 CVB Fin CVBF 4.8 11 16.73 –0.97 .20 72.67 54.93 Coca-ColaEuro CCEP 2.8 18 70.92 +0.33 1.23 14.10 4.05 DenaliCapAcqnA DECA ... dd 6.60 +1.22 ... 8.16 1.88 EVgo EVGO ... dd 2.50 –0.40 ...
5.70 2.66 BallardPower BLDP ... dd 2.78 –0.53 ... 26.35 6.94 CabalettaBio CABA ... dd 18.74 –3.73 ... 4.91 1.45 Codexis CDXS ... dd 3.33 –0.14 ... 33.31 15.45 DenaliTherap DNLI ... dd 20.13 –0.80 ... 15.43 7.07 Evolus EOLS ... dd 13.90 –0.17 ...
104.00 68.44 BancFirst BANF 2.0 13 85.44 –3.75 .43 12.52 10.42 CactusAcqn1 A CCTS ... 65 11.00 +0.07 ... 25.88 16.00 CodorusValleyBncp CVLY 3.1 8 22.03 –0.94 .17 43.24 26.27 DentsplySirona XRAY 1.7 dd 32.84 –0.91 .14 13.49 6.83 Evotec EVO ... dd 6.89 –0.21 ...
21.68 9.34 Bandwidth BAND ... dd 18.30 –1.71 ... 320.78 194.01 CadenceDesign CDNS ... 78 298.44 –10.16 ... 13.50 3.67 CogentBio COGT ... dd 7.05 +0.46 ... 94.54 69.59 DescartesSystems DSGX ... 69 92.30 +0.83 ... 3.92 1.33 Exagen XGN ... dd 1.62 –0.28 ...
52.36 30.72 BankOZK OZK 3.6 7 42.62 –1.55 .38 60.27 38.33 CaesarsEnt CZR ... 11 39.17 –2.96 ... 86.00 57.35 CogentComm CCOI 5.9 2 64.93 –2.90 .965 8.47 1.94 DesignTherap DSGN ... dd 2.58 –0.30 ... 11.10 10.19 ExcelFinAcqnA XFIN ... dd 10.87 +0.02 ...
28.99 19.53 Bank7 BSVN 3.0 9 27.92 –0.14 .21 5.71 3.50 Caesarstone CSTE ... dd 4.02 –0.33 ... 59.51 34.28 Cognex CGNX .7 62 40.72 –0.22 .075 6.08 3.62 DestinationXL DXLG ... 8 3.75 –0.06 ... 24.34 17.43 Exelixis EXEL ... 36 22.98 +0.77 ...
11.12 7.17 BankFinancial BFIN 3.9 14 10.30 +0.23 .10 61.91 42.25 Cal-MaineFoods CALM .8 6 59.41 +1.57 .116 3.49 0.90 CognitionTherap CGTX ... dd 1.82 –0.15 ... 2.89 2.12 Deswell DSWL 9.2 6 2.17 –0.02 .10 43.71 33.35 Exelon EXC 4.2 16 36.48 –0.48 .38
30.83 21.22 BankwellFinl BWFG 3.1 5 25.40 –0.05 .20 82.57 2.29 CalAmp CAMP ... dd 2.89 +0.38 ... 80.09 57.24 CognizantTech CTSH 1.6 18 75.33 –1.44 .30 139.55 74.75 DexCom DXCM ... cc 130.46 –4.79 ... 35.94 25.17 ExlService EXLS ... 27 29.85 –2.94 ...
57.80 39.31 Banner BANR 4.2 9 45.52 –1.06 .48 38.97 21.42 CalavoGrowers CVGW 1.4 dd 28.86 –0.44 .10 8.22 2.95 CognyteSoftware CGNT ... dd 7.62 +0.32 ... 188.28 144.35 DiamondHillInvt DHIL 4.0 10 149.95 –1.58 1.50 25.39 9.85 eXpWorld EXPI 2.0 dd 9.99 –2.92 .05
16.57 0.61 BanzaiIntl BNZI ... dd .66 –0.08 ... 27.82 12.78 CaliforniaBncp CALB ... 9 22.70 –1.44 ... 8.65 1.43 CoherusBioSci CHRS ... dd 2.22 –0.17 ... 191.38 121.72 DiamondbkEner FANG 1.9 11 189.94 +6.65 2.18 160.05 87.94 Expedia EXPE ... 25 133.47 –2.31 ...
6.10 1.90 Baozun BZUN ... dd 2.83 +0.39 ... 29.30 15.25 CalliditasTherap CALT ... dd 22.30 +0.20 ... 43.99 29.07 Cohu COHU ... 54 31.48 –0.47 ... 42.95 21.25 DigiIntl DGII ... 68 29.14 –0.58 ... 8.69 1.52 Expensify EXFY ... dd 1.99 –0.19 ...
5.10 1.64 BarinthusBio BRNS ... dd 2.47 –0.13 ... 19.91 11.91 CalumetSpecialty CLMT ... 18 14.25 –0.95 ... 271.65 46.43 CoinbaseGlbl COIN ... cc 242.36 –14.26 ... 43.43 16.13 Digimarc DMRC ... dd 26.90 –3.94 ... 101.66 64.61 Exponent EXPO 1.4 41 79.17 –1.46 .28
130.00 76.22 BarrettBus BBSI 1.0 16 119.00 +0.22 .30 18.14 3.53 CambiumNtwks CMBM ... dd 4.40 –0.07 ... 38.40 0.71 CollectiveAudience CAUD ... dd .91 –0.04 ... 58.72 12.40 DigitalWorldA DWAC ... dd 38.98 –1.00 ... 9.12 4.17 Exscientia EXAI ... dd 6.60 +1.30 ...
19.35 13.30 BassettFurniture BSET 4.9 dd 14.61 –0.87 .18 39.70 26.52 CamdenNational CAC 5.4 11 31.24 –1.68 .42 39.45 20.83 CollegiumPharm COLL ... 33 39.09 +1.49 ... 27.91 15.57 DimeCommBcshs DCOM 5.5 8 18.13 –0.51 .25 32.73 11.17 ExtremeNetworks EXTR ... 19 11.30 –0.55 ...
24.31 15.02 BayCom BCML 2.1 9 19.41 –0.90 .10 89.65 24.81 Camtek CAMT ... 47 76.14 –1.20 ... 131.05 83.38 ColliersIntl CIGI .3 90 119.05 +1.23 .15 97.37 60.00 Diodes DIOD ... 13 66.33 –3.97 ... 30.99 2.21 EyePointPharm EYPT ... dd 21.48 –2.92 ...
0.15 0.10 BayviewAcqnRt BAYAR ... ... .12 –0.02 ... 3.50 1.13 Canaan CAN ... dd 1.34 –0.22 ... 8.90 4.22 Collplant CLGN ... dd 5.01 +0.11 ... 77.60 18.25 DiscMedicine IRON ... dd 61.78 –3.51 ... 11.05 7.70 Ezcorp EZPW ... 18 10.45 –0.15 ...
90.62 54.60 BeaconRoofing BECN ... dd 88.42 +1.57 ... 45.29 17.82 CanadianSolar CSIQ ... 5 19.44 –1.19 ... 13.58 8.59 ColonyBankcorp CBAN 4.2 9 10.76 –0.35.1125 35.61 18.20 DistributionSoln DSGR ... dd 33.69 +3.04 ... F
49.50 16.95 BeamTherap BEAM ... dd 35.41 –2.12 ... 1.95 0.66 CandelTherap CADL ... dd 1.50 –0.07 ... 28.12 17.18 ColumbiaBanking COLB 7.9 11 18.22 –1.29 .36 3.96 0.80 DiversifiedHlthcr DHC 1.6 dd 2.45 –0.34 .01
1.28 0.60 BeasleyBroadcast BBGI ... dd .81 –0.01 ... 20.46 14.11 ColumbiaFinl CLBK ... 46 15.93 –0.60 ... 1.36 0.46 DixieGroup DXYN ... dd .62 +0.02 ... 25.23 10.30 FARO Tech FARO ... dd 20.11 –1.60 ...
20.37 2.76 CanopyGrowth CGC ... dd 3.08 +0.03 ...
272.49 132.95 BeiGene BGNE ... dd 170.00 +11.48 ... 91.63 66.01 ColumbiaSportswr COLM 1.5 19 79.73 –0.96 .30 24.22 9.04 dLocal DLO ... 37 17.80 +0.82 ... 199.49 127.05 F5 FFIV ... 24 187.90 –5.03 ...
8.29 5.12 Cantaloupe CTLP ... 32 6.17 –0.23 ...
78.77 31.15 BelFuse A BELFA .4 13 67.95 +1.45 .06 44.08 30.29 ColumbusMcKinn CMCO .7 25 41.75 –0.69 .07 56.41 29.40 Docebo DCBO ... cc 51.93 –0.16 ... 60.00 0.63 FLJ FLJ ... ... .66 –0.02 ...
30.25 14.27 CanterburyPark CPHC 1.3 10 21.50 –4.50 .07
74.75 30.11 BelFuse B BELFB .5 9 55.84 –0.99 .07 47.46 35.28 Comcast A CMCSA 2.9 12 42.77 +0.19 .31 64.76 38.11 DocuSign DOCU ... cc 56.77 +0.80 ... 65.00 52.45 FRP Holdings FRPH ... cc 60.98 –0.39 ...
25.00 15.00 CapitalBancorp CBNK 1.5 8 20.18 –0.16 .08
55.37 40.42 BentleySystems BSY .5 49 48.79 –0.61 .06 59.05 40.91 CommerceBcshrs CBSH 2.1 14 50.90 –1.77 .27 161.10 102.77 DollarTree DLTR ... dd 127.42 –20.49 ... 11.00 10.18 FTACEmeraldA EMLD ... ... 10.47 –0.02 ...
34.16 26.12 CapitalCityBank CCBG 3.1 8 26.72 –1.57 .21
8.94 6.22 Berry(bry) BRY 6.5 16 7.34 +0.32 .14 11.96 5.48 CommVehicle CVGI ... 4 6.16 –0.04 ... 18.19 7.78 Domo DOMO ... dd 9.42 –0.40 ... 60.17 23.24 FTAI Aviation FTAI ... 29 60.04 +3.04 ...
18.85 11.93 CapitalProduct CPLP 3.4 8 17.84 +0.39 .15
19.25 5.58 BeyondMeat BYND ... dd 8.50 +0.35 ... 6.65 0.89 CommScope COMM ... dd 1.51 +0.26 ... 15.76 13.10 DonegalGroup A DGICA 4.8 cc 14.20 +0.49 .17 6.02 2.36 FTAI Infra FIP 2.0 dd 5.93 +0.54 .03
26.17 16.82 CapitalSouthwest CSWC 9.4 11 23.92 –0.48 .06
28.91 12.54 BicycleTherap BCYC ... dd 23.76 –1.59 ... 45.74 32.68 CmntyTrBcp CTBI 4.7 9 39.16 –1.73 .46 16.00 12.50 DonegalGroup B DGICB 4.7 cc 13.06 –0.29.1525 3.87 0.28 FTC Solar FTCI ... dd .44 –0.06 ...
11.77 10.39 CapitalworksEMA CMCA ... 52 11.04 +0.04 ...
9.99 3.48 Big5SportingGds BGFV 5.6 dd 3.57 –0.39 .05 17.66 10.38 CommWestBcshs CWBC 2.1 18 14.91 –0.15 .08 134.80 56.59 DoorDash DASH ... dd 130.55 –1.25 ... 44.00 7.02 Falcon'sBeyondGlbl FBYD ... dd 7.25 –2.25 ...
7.95 4.22 CapitolFedFin CFFN 5.8 dd 5.83 –0.06 .085
12.75 6.81 BigCommerce BIGC ... dd 7.11 –0.44 ... 100.83 54.24 CommvaultSystems CVLT ... dd 97.91 –0.82 ... 33.60 26.87 DorchesterMnls DMLP10.8 11 32.49 +0.931.0079 26.55 0.48 FangddNetwork DUO ... ... .56 –0.05 ...
19.62 11.22 CapStarFin CSTR 2.3 13 18.82 –0.51 .11
25.58 8.80 Bilibili BILI ... dd 11.78 +0.65 ... 12.00 10.19 CompassDigitalAcqn CDAQ ... 42 10.68 ... ... 96.42 60.01 DormanProducts DORM ... 22 90.39 –0.42 ... 9.54 4.32 Fanhua FANH ... 5 4.74 –0.11 ...
12.00 1.15 Captivision CAPT ... 29 5.25 –0.66 ...
89.91 51.79 Bio-Techne TECH .4 52 72.52 –4.57 .08 16.00 0.57 CompleteSolaria CSLR ... dd .59 –0.40 ... 15.96 6.95 DoubleDown DDI ... 7 13.79 –0.33 ... 4.05 1.75 FarmerBros FARM ... dd 3.26 –0.47 ...
5.76 0.50 CaraTherap CARA ... dd .88 –0.10 ...
4.07 1.24 BioAtla BCAB ... dd 2.44 –0.33 ... 7.90 4.61 CompoSecure CMPO ... 7 5.72 –0.23 ... 1.26 0.65 DouYuIntl DOYU ... 11 .68 –0.04 ... 76.59 50.30 Fastenal FAST 2.1 37 75.03 –0.60 .39
197.99 6.30 CarbonRevolution CREV ... cc 16.70 +3.49 ...
14.20 9.76 BioceresCrop BIOX ... 37 12.79 –0.45 ... 25.60 9.60 comScore SCOR ... dd 15.83 –1.28 ... 45.62 17.02 DraftKings DKNG ... dd 41.78 +0.04 ... 8.83 1.63 FateTherap FATE ... dd 7.49 –0.63 ...
19.57 2.57 Cardlytics CDLX ... dd 14.50 +6.57 ...
9.07 4.82 BioCryst BCRX ... dd 5.00 –0.43 ... 13.17 4.13 ComtechTel CMTL ... dd 4.59 –1.20 ... 6.35 0.43 DragonflyEnergy DFLI ... dd .53 ... ... 12.01 10.36 FeutuneLightA FLFV ... 97 10.90 +0.02 ...
3.81 0.68 Carecloud CCLD ... dd 1.26 –0.08 ... 0.34 0.01 FeutuneLightRt FLFVR ... ... .09 ... ...
2.21 1.03 Biodesix BDSX ... dd 1.47 –0.01 ... 12.93 4.80 CareDx CDNA ... dd 10.14 –1.65 ... 125.80 60.58 Concentrix CNXC 1.9 11 60.73 –5.08.3025 31.47 10.61 DrivenBrands DRVN ... dd 14.56 –0.20 ...
319.76 215.35 Biogen BIIB ... 27 219.31 –3.93 ... 3.81 2.40 Conduent CNDT ... dd 3.28 –0.09 ... 33.43 19.55 Dropbox DBX ... 18 23.82 –0.20 ... 55.00 6.53 FibroBiologics FBLG ... ... 10.04 –0.60 ...
126.00 4.09 CareMax CMAX ... dd 5.54 –5.66 ... 20.90 0.33 FibroGen FGEN ... dd 2.09 +0.29 ...
100.38 76.02 BioMarinPharm BMRN ... 96 83.87 –2.08 ... 24.64 15.34 CarGurus CARG ... 85 22.47 –0.53 ... 25.00 0.95 ConduitPharm CDT ... cc 3.53 +0.75 ... 7.88 4.21 DuluthHoldings DLTH ... dd 4.69 +0.27 ...
43.69 8.13 BiomeaFusion BMEA ... dd 17.85 +2.49 ... 41.22 14.69 Confluent CFLT ... dd 30.81 –1.76 ... 245.87 116.82 Duolingo DUOL ... cc 216.34 +2.81 ... 60.85 35.51 FidelityD&D FDBC 3.2 15 47.71 –3.22 .38
8.59 3.44 CaribouBio CRBU ... dd 5.37 –2.05 ... 37.03 22.46 FifthThirdBncp FITB 4.0 11 35.24 –1.13 .35
6.41 0.87 Bionomics BNOX ... dd 1.03 –0.19 ... 9.77 1.96 CarismaTherap CARM ... dd 2.32 +0.07 ... 1.80 0.65 Conifer CNFR ... dd 1.08 ... ... 15.15 9.42 DynavaxTechs DVAX ... dd 12.05 –1.09 ...
136.92 87.90 BioNTech BNTX ... 8 92.48 +1.21 ... 2.84 0.53 ConnectBiopharma CNTB ... dd 1.30 +0.06 ... 30.27 6.40 DyneTherap DYN ... dd 27.99 +2.83 ... 23.11 13.84 FinInstitutions FISI 6.5 6 18.51 –0.71 .30
48.52 25.20 Carlyle CG 3.1 dd 44.58 –2.77 .35 16.74 2.19 FinchTherap FNCH ... dd 2.56 +0.06 ...
6.70 0.76 BioraTherap BIOR ... dd 1.12 –0.07 ... 16.56 13.08 CarlyleSecured CGBD10.0 10 16.04 –0.24 .08 24.44 13.11 ConnectOneBncp CNOB 3.6 9 18.90 –0.72 .17 E
8.22 3.65 Biote BTMD ... dd 6.91 +1.27 ... 6.87 2.55 Conn's CONN ... dd 3.20 –0.34 ... 11.50 10.40 FinnovateAcqnA FNVT ... 68 11.22 +0.01 ...
5.53 1.70 CarParts.com PRTS ... dd 1.80 –0.14 ... 9.34 1.90 ECARX ECX ... dd 1.98 –0.01 ... 14.98 7.61 FinWiseBancorp FINW ... 8 10.25 +0.19 ...
6.08 0.80 Bioventus BVS ... dd 5.45 +0.05 ... 9.54 2.05 CarrolsRestr TAST .8 21 9.48 +0.01 .02 39.81 12.61 ConsensusCloud CCSI ... 3 13.66 –0.67 ...
3.91 0.82 Bitfarms BITF ... dd 2.26 –0.41 ... 4.65 2.10 ConsldComm CNSL ... dd 4.31 +0.02 ... 17.00 0.77 ECDAutoDesign ECDA ... dd .90 –0.04 ... 17.49 12.10 FirstAdvantage FA .0 62 15.85 –0.16 1.50
16.74 10.43 CarterBkshrs CARE ... 13 12.55 –0.53 ... 12.23 3.60 EDAP TMS EDAP ... dd 7.50 ... ... 38.60 26.00 FirstBancorpNC FBNC 2.6 13 34.06 –1.20 .22
6.85 1.43 BlackDiamond BDTX ... dd 4.79 +0.73 ... 11.92 10.45 CartesianGrwIIA RENE ... 37 11.11 +0.04 ... 38.29 13.66 ConsldWater CWCO 1.4 21 27.93 –1.59 .095
88.56 56.05 Blackbaud BLKB ... cc 70.94 –2.19 ... 185.58 71.16 ConstellationEner CEG .9 33 165.52 –5.05.3525 24.72 0.40 ESGL ESGL ... dd .43 –0.09 ... 29.16 22.13 FirstBancorp FNLC 6.1 9 23.13 –0.01 .35
1.54 0.50 CartesianTherap RNAC ... dd .58 –0.06 ... 10.38 10.05 ESH Acqn A ESHA ... cc 10.33 –0.05 ... 32.06 22.82 FirstBancshares FBMS 4.1 10 24.50 –1.50 .25
69.31 47.27 BlackLine BL ... 94 65.63 –1.38 ... 12.67 10.34 CarticaAcqnA CITE ... 31 11.05 –0.05 ... 52.89 24.12 ConstructionPtrs ROAD ... 47 51.40 –0.19 ...
4.03 3.03 BlackRockCapInvt BKCC10.9 10 3.67 –0.07 .10 13.75 7.82 ConsumerPtfo CPSS ... 4 8.07 –0.30 ... 1.35 0.09 ESH Acqn Rt ESHAR ... ... .09 ... ... 15.17 8.59 FirstBank FRBA 1.9 13 12.81 –0.43 .06
1.66 0.24 CasaSystems CASA ... dd .33 –0.05 ... 20.87 12.79 ESSA Bancorp ESSA 3.3 10 18.44 +0.56 .15 25.80 16.26 FirstBusey BUSE 4.2 10 22.81 –0.88 .24
13.00 9.60 BlkRkTCPCap TCPC13.4 15 10.15 –0.37 .34 96.10 72.97 CasellaWaste CWST ... cc 96.07 +2.80 ... 13.46 3.55 ContextLogic WISH ... dd 6.09 –0.28 ...
11.88 10.25 BlockchainCoinIA BCSA ... cc 11.03 ... ... 104.07 75.94 Cooper COO .0 69 100.71 –0.80.0075 17.65 11.26 EagleBncpMT EBMT 4.4 10 12.82 –0.18 .14 41.03 24.57 FirstBusFinSvcs FBIZ 2.9 8 33.98 –0.84 .25
314.99 202.13 CaseysGenStores CASY .6 24 305.43 +3.25 .43 32.44 4.10 EaglePharm EGRX ... 7 6.05 –0.20 ... 1623.98 505.84 FirstCitizBcshA FCNCA .4 2 1542.90 –10.70 1.64
30.13 22.03 Bloomin'Brands BLMN 3.4 11 28.31 –1.41 .24 50.25 35.05 CassInfoSys CASS 2.6 21 46.36 –0.84 .30 56.96 34.49 Copart CPRT ... 40 56.13 +1.17 ...
34.90 17.37 BlueBird BLBD ... 17 31.80 –0.60 ... 6.10 2.61 CoreScientific CORZ ... dd 3.42 –0.61 ... 78.64 41.12 EastWestBncp EWBC 2.9 9 75.21 –1.61 .55 39.23 22.55 FirstCommBkshs FCBC 3.6 12 32.46 –0.97 .29
26.70 9.26 CastleBiosci CSTL ... dd 18.85 –1.94 ... 15.07 9.93 EasternBankshares EBC 3.3 9 13.24 –0.01 .11 24.99 17.23 FirstFinBncpOH FFBC 4.3 8 21.37 –0.77 .23
10.80 7.08 BlueFoundryBncp BLFY ... dd 9.00 –0.07 ... 45.72 27.24 CathayGenBncp CATY 3.6 8 37.82 –2.71 .34 6.09 2.57 CorMedix CRMD ... dd 3.81 +0.13 ...
11.42 10.41 BlueOceanA BOCN ... 46 10.95 +0.02 ... 20.72 11.45 CorsairGaming CRSR ... cc 12.22 –0.19 ... 28.52 16.10 Eastern EML 1.5 21 28.52 +4.24 .11 33.39 22.84 FirstFinBkshs FFIN 2.4 22 30.33 –2.24 .18
380.26 233.84 CavcoIndustries CVCO ... 19 376.98 +12.24 ... 18.94 5.30 EbangIntl EBON ... dd 10.17 –0.39 ... 44.91 31.00 FirstFinIN THFF 4.9 7 36.92 –0.78 .45
11.20 10.41 BlueWorldA BWAQ ... 50 11.17 –0.02 ... 24.43 10.68 CECO Env CECO ... 58 21.32 –0.77 ... 265.14 182.08 Corvel CRVL ... 57 247.40 +14.38 ...
0.73 0.02 BlueWorldRt BWAQR ... ... .25 +0.05 ... 4.19 0.61 CorvusPharm CRVS ... dd 1.90 –0.22 ... 52.82 37.17 eBay EBAY 2.1 10 52.20 +1.83 .27 22.17 9.70 FirstFinNW FFNW 2.5 30 20.62 –0.17 .13
12.50 5.22 CellebriteDI CLBT ... dd 11.55 +0.10 ... 24.80 9.53 EchoStar SATS ... dd 13.57 –0.21 ... 17.61 9.24 FirstGuarBcshs FGBI 5.9 11 10.76 –0.49 .16
5.53 0.88 bluebirdbio BLUE ... dd 1.42 –0.08 ... 3.77 0.96 Cellectis CLLS ... dd 2.54 –0.05 ... 95.83 65.12 CoStar CSGP ... cc 95.18 +9.07 ...
101.00 41.54 BlueprintMed BPMC ... dd 90.50 –1.80 ... 787.08 476.75 Costco COST .6 47 725.63 +0.07 1.02 20.69 5.12 EdgewiseTherap EWTX ... dd 16.92 –0.24 ... 23.22 15.08 FirstHawaiian FHB 4.9 11 21.04 –0.40 .26
11.95 3.38 CentessaPharm CNTA ... dd 10.75 –0.28 ... 11.91 6.08 EditasMedicine EDIT ... dd 8.13 –1.03 ... 34.27 9.68 FirstInternetBncp INBK .8 33 31.79 +0.50 .06
2.03 0.84 BoltBiotherap BOLT ... dd 1.11 –0.22 ... 2.52 0.61 Centogene CNTG ... ... .70 +0.01 ... 32.00 13.20 Couchbase BASE ... dd 27.19 –1.14 ...
3918.00 2392.81 Booking BKNG 1.0 29 3413.98 –71.72 8.75 57.57 32.24 CovenantLogist CVLG 1.0 11 43.95 –1.85 .11 3.40 0.80 EducDev EDUC ... 56 1.87 +0.12 ... 32.54 20.81 FirstInterBanc FIBK 7.5 10 25.21 –1.39 .47
44.45 27.86 CentralGarden CENT ... 17 42.35 +1.11 ... 25.78 8.63 EHang EH ... dd 15.37 +3.96 ... 38.16 24.52 FirstMerchants FRME 4.1 9 32.78 –1.87 .34
10.46 10.10 BowenAcqn BOWN ... ... 10.43 –0.01 ... 39.55 27.02 CentralGardenA CENTA ... 14 36.14 +0.61 ... 121.17 62.69 CrackerBarrel CBRL 7.7 18 67.27 –3.67 1.30
42.90 25.52 BowmanConsult BWMN ... dd 39.57 +5.27 ... 5.80 3.19 CreativeMedia CMCT 9.1 dd 3.75 +0.08 .085 10.31 4.81 eHealth EHTH ... dd 5.92 –0.44 ... 35.83 21.77 FirstMidBcshs FMBH 3.1 9 30.04 –0.95 .23
13.17 5.70 CenturyAluminum CENX ... dd 12.06 +0.60 ... 43.35 5.12 EigerBioPharma EIGR ... dd 5.14 –1.77 ... 16.12 9.94 FirstNWBncp FNWB 1.8 62 15.55 –0.14 .07
5.85 2.92 BraggGaming BRAG ... dd 5.01 –0.15 ... 5.51 1.28 CenturyTherap IPSC ... dd 5.00 –0.24 ... 616.66 379.77 CreditAcceptance CACC ... 25 548.99 –7.52 ...
7.62 1.38 Brainsway BWAY ... dd 5.81 –0.13 ... 23.90 7.20 CredoTech CRDO ... dd 19.03 –3.19 ... 4.88 2.15 8x8 EGHT ... dd 2.72 –0.25 ... 232.00 129.22 FirstSolar FSLR ... 19 147.42 –13.93 ...
3.22 1.55 Ceragon CRNT ... 42 3.07 +0.11 ... 22.93 6.58 89bio ETNB ... dd 13.52 +0.59 ... 56.59 38.77 1stSource SRCE 2.7 10 49.73 –1.73 .34
61.53 25.76 Braze BRZE ... dd 50.39 –2.63 ... 36.79 13.83 Cerence CRNC ... dd 14.80 +0.74 ... 18.00 13.11 CrescentCapBDC CCAP 9.5 8 17.20 +0.21 .41
44.32 11.75 BridgeBioPharma BBIO ... dd 27.56 –1.42 ... 10.09 5.44 Cresud CRESY .0 3 7.98 –0.03 .305 11.37 8.11 ElPolloLoco LOCO ... 11 8.53 –0.17 ... 24.29 12.56 FirstUnited FUNC 3.7 10 21.87 –0.25 .20
12.80 2.00 CERoTherap CERO ... dd 2.15 –1.80 ... 225.64 166.35 ElbitSystems ESLT 1.0 33 200.10 –14.84 .50 25.88 14.34 FirstWatchRest FWRG ... 59 24.54 –0.46 ...
9.19 3.88 BridgerAerospace BAER ... dd 4.92 –0.09 ... 24.96 11.81 Certara CERT ... dd 18.46 –0.90 ... 17.89 4.43 Cricut CRCT .0 22 5.27 +0.52 1.00
14.51 10.03 BridgfordFoods BRID ... 26 10.84 +0.25 ... 47.58 15.23 CrineticsPharm CRNX ... dd 38.93 –3.36 ... 144.53 112.98 ElectronicArts EA .6 34 134.27 –0.88 .19 22.00 12.84 FirstWesternFin MYFW ... 16 13.90 –0.34 ...
3.08 1.21 Cerus CERS ... dd 1.91 –0.35 ... 5.89 0.36 ElevationOnc ELEV ... dd 4.39 –0.18 ... 122.87 88.05 FirstCash FCFS 1.2 25 118.68 +2.85 .35
4.76 1.81 Brightcove BCOV ... dd 1.89 –0.06 ... 38.37 23.66 ChampionX CHX 1.2 21 32.78 +1.04 .095 35.97 22.10 Criteo CRTO ... 40 35.12 +1.73 ...
56.25 39.24 BrighthouseFin BHF ... dd 47.58 +1.38 ... 22.50 5.32 CriticalMetals CRML ... dd 7.91 –0.21 ... 24.39 2.96 ElicioTherap ELTX ... dd 5.00 +0.08 ... 171.94 131.75 FirstService FSV .6 75 168.19 +1.26 .25
458.30 270.41 CharterComms CHTR ... 10 290.65 +6.87 ... 3.72 2.34 EliemTherap ELYM ... dd 2.70 –0.03 ... 220.19 144.57 FiveBelow FIVE ... 42 201.57 –3.25 ...
12.14 7.85 BrightSpring BTSG ... ... 8.24 –0.82 ... 168.82 117.18 CheckPoint CHKP ... 23 164.59 +4.59 ... 151.32 74.00 Crocs CROX ... 10 128.17 +3.13 ...
4.29 2.04 BrilliantEarthA BRLT ... cc 2.63 –0.16 ... 2.64 1.64 Cronos CRON ... dd 2.10 +0.11 ... 32.00 12.72 Embecta EMBC 4.5 14 13.23 –0.54 .15 6.38 1.03 5EAdvMatls FEAM ... dd 1.32 –0.32 ...
38.19 28.58 Cheesecake CAKE 3.0 17 35.76 –1.15 .27 11.69 10.39 EmbraceChange EMCG ... 44 11.16 +0.04 ... 92.40 51.01 Five9 FIVN ... dd 59.90 +1.48 ...
12.31 10.50 BroadCapital BRAC ... dd 11.26 +0.04 ... 28.75 15.65 CrossCtyHlthcr CCRN ... 8 17.13 –1.80 ...
39.00 17.29 ChefsWarehouse CHEF ... 48 37.84 +0.51 ... 30.02 20.84 Enact ACT 2.2 7 29.33 +0.63 .16 28.25 17.74 FiveStarBncp FSBC 3.5 8 22.70 –1.11 .20
1438.17 601.29 Broadcom AVGO 1.7 46 1235.50 –73.22 5.25 15.07 9.29 CrossFirstBkshs CFB ... 10 13.03 ... ...
51.36 33.72 ChemungFinl CHMG 3.0 8 42.00 –0.40 .31 43.47 8.08 EnantaPharma ENTA ... dd 14.21 –1.19 ... 30.93 14.14 Flex FLEX ... 16 26.94 –2.88 ...
11.52 7.00 BrooklineBcp BRKL 5.8 11 9.33 –0.57 .135 365.00 115.67 CrowdStrike CRWD ... cc 315.65 –7.20 ...
11.76 10.44 ChengheAcqnIA LATG ... 23 11.22 +0.03 ... 54.73 34.74 EncoreCapital ECPG ... dd 46.11 –4.04 ... 37.98 15.67 Flexsteel FLXS 1.8 12 34.00 –2.10 .15
94.23 53.79 Bruker BRKR .2 32 92.10 +0.94 .05 19.68 7.64 CullinanOncology CGEM ... dd 15.93 –0.86 ...
91.00 71.03 ChesapeakeEner CHK 2.7 5 83.47 +1.46 .575 250.00 138.20 EncoreWire WIRE .0 11 225.64 +2.32 .02 31.32 13.03 FluenceEnergy FLNC ... dd 14.10 –1.30 ...
21.06 10.36 Bumble BMBL ... dd 10.74 –0.13 ... 2.36 1.43 CumberlandPharm CPIX ... dd 1.80 –0.23 ...
17.65 12.91 ChicagoAtlRealEst REFI 11.6 8 16.21 +0.03 .29 30.76 13.95 EnergyRecovery ERII ... 40 14.82 –0.38 ... 18.00 9.28 FlushingFinl FFIC 7.4 11 11.94 –0.74 .22
2.06 0.54 BurgerFiIntl BFI ... dd .61 –0.03 ... 6.59 2.57 CumulusMedia CMLS ... dd 3.65 –0.10 ...
3.40 0.13 ChickenSoupA CSSE ... dd .15 –0.03 ... 20.44 12.11 EnlightRenewableEn ENLT ... 29 16.87 –0.73 ... 35.80 18.65 Flywire FLYW ... dd 25.60 –1.37 ...
3.25 0.57 BurningRockBio BNR ... dd .68 –0.12 ... 12.36 3.26 CureVac CVAC ... dd 3.30 –0.13 ...
13.02 0.31 ChijetMotor CJET ... 9 .49 +0.14 ... 24.22 9.80 EnlivenTherap ELVN ... dd 11.97 –2.90 ... 11.91 10.34 FocusImpact FIAC ... dd 11.00 –0.04 ...
11.03 10.10 BurTechAcqnA BRKH ... cc 10.85 –0.05 ... 27.58 1.38 Cutera CUTR ... dd 1.99 +0.01 ...
41.91 8.30 Children'sPlace PLCE ... dd 13.01 –2.50 ... 23.90 7.34 Enovix ENVX ... dd 7.84 –1.25 ... 12.09 10.22 FocusImpactBH3A BHAC ... 48 10.47 –0.01 ...
25.57 13.05 BusFirstBcshs BFST 2.6 8 21.24 –1.23 .14 33.14 8.38 CVRx CVRX ... dd 20.82 –0.63 ...
1.57 0.88 Chimerix CMRX ... dd 1.15 –0.11 ... 231.42 73.49 EnphaseEnergy ENPH ... 35 107.73 –22.55 ... 3.27 0.31 FocusUniversal FCUV ... dd .53 +0.14 ...
12.12 10.34 byNordicAcqnA BYNO ... 56 11.08 +0.04 ... 283.00 120.11 CyberArkSoftware CYBR ... dd 258.98 –4.80 ...
31.11 21.58 ChipMOSTechs IMOS 3.8 18 30.11 +0.221.5007 127.58 87.14 EnsignGroup ENSG .2 34 122.69 –1.01 .06 9.97 2.70 FoghornTherap FHTX ... dd 5.91 –0.68 ...
C 32.47 7.26 CymaBayTherap CBAY ... dd 32.45 +0.14 ...
175.20 117.05 ChordEnergy CHRD 3.0 7 165.95 +4.312.00 310.92 217.52 Enstar ESGR ... 4 299.02 +3.31 ... 46.83 24.88 FormFactor FORM ... 41 42.64 –1.68 ...
3.19 1.59 CyteirTherap CYT ... dd 3.02 –0.09 ...
5.80 2.44 Cadiz CDZI ... dd 2.45 –0.42 ... 10.80 10.08 ChurchillVII A CVII ... cc 10.67 ... ... 146.91 69.37 Entegris ENTG .3 cc 136.00 –4.01 .10 79.80 55.97 FormulaSys FORTY 1.1 19 78.75 +0.94.6215
12.31 3.80 CytekBiosci CTKB ... dd 6.95 –0.17 ...
33.92 13.14 CARGOTherapeutics CRGX ... ... 31.28 +0.56 ... 150.45 106.45 ChurchillDowns CHDN .3 22 117.37 +5.17 .382 34.10 24.38 EnterpriseBncp EBTC 3.8 8 25.25 –0.75 .24 34.00 18.64 ForresterRes FORR ... cc 21.00 +0.58 ...
110.25 25.98 Cytokinetics CYTK ... dd 65.19 –0.56 ...
72.00 48.01 C&F Fin CFFI 3.5 7 49.85 –2.14 .44 43.17 31.60 Chuy's CHUY ... 19 33.76 –0.34 ... 49.98 32.97 EnterpriseFinSvcs EFSC 2.6 8 38.14 –1.95 .25 81.24 44.12 Fortinet FTNT ... 46 66.72 –4.63 ...
2.86 1.04 CytomXTherap CTMX ... dd 2.07 –0.43 ...
27.02 17.20 CB FinSvcs CBFV 4.5 5 21.99 –0.21 .25 100.01 30.17 Cimpress CMPR ... 58 87.54 –3.89 ... 18.44 10.62 EntradaTherap TRDA ... dd 12.78 +0.10 ... 40.16 24.93 Fortrea FTRE ... dd 39.30 +2.47 ...
13.41 8.36 CCC Intelligent CCCS ... dd 11.80 –0.83 ... 121.38 95.01 CincinnatiFinl CINF 2.7 10 119.90 +2.61 .81 D 83.57 41.71 ePlus PLUS ... 16 77.93 –2.29 ... 121.38 27.60 ForwardAir FWRD 3.4 4 28.01 –2.40 .24
250.63 160.66 CDW CDW 1.0 30 245.51 –2.44 .62 636.37 428.68 Cintas CTAS .9 45 627.38 +2.01 1.35 2.37 0.65 DBV Tech DBVT ... dd .79 –0.07 ... 6.35 4.70 EpsilonEnergy EPSN 5.1 8 4.95 –0.04.0625 3.65 0.78 Fossil FOSL ... dd .87 –0.05 ...
30.99 16.38 CEVA CEVA ... dd 23.17 –1.14 ... 5.60 1.76 CipherMining CIFR ... dd 3.53 +0.02 ... 3.29 0.72 DIH US DHAI ... ... 1.18 +0.14 ... 914.93 661.66 Equinix EQIX 2.0 82 850.39 –59.71 4.26 24.74 10.26 FosterLB FSTR ... cc 23.78 +0.49 ...
11.52 9.73 CFAcqnVII A CFFS ... cc 10.71 –0.11 ... 111.15 65.02 CirrusLogic CRUS ... 28 88.67 –3.84 ... 27.16 14.89 DMC Global BOOM ... 17 17.93 +0.80 ... 3.38 1.51 Erasca ERAS ... dd 2.14 –0.14 ... 35.61 9.44 4D Molecular FDMT ... dd 31.51 +1.94 ...
11.88 1.06 C4 Therap CCCC ... dd 8.93 –2.07 ... 58.19 45.56 CiscoSystems CSCO 3.3 15 48.93 –0.57 .40 1.89 0.79 D-MarketElec HEPS ... dd 1.62 ... ... 420.34 199.49 ErieIndemnity ERIE 1.2 49 416.79 +0.921.275 35.41 28.29 FoxA FOXA 1.8 18 29.55 +0.69 .26
50.23 28.55 CG Oncology CGON ... ... 38.52 +3.01 ... 32.90 14.21 CitiTrends CTRN ... dd 30.41 –1.35 ... 11.30 10.40 DPCapAcqnIA DPCS ... 49 10.95 ... ... 22.01 11.42 Escalade ESCA 4.5 19 13.43 –0.62 .15 33.24 25.82 FoxB FOX 1.9 16 26.89 +0.57 .26
106.14 69.11 CH Robinson CHRW 3.3 27 73.94 +1.49 .61 12.61 7.61 CtznCmntyBcp CZWI 2.6 10 12.25 +0.03 .32 11.83 10.31 DuetAcqnA DUET ... dd 10.95 –0.01 ... 3.34 0.70 EsperionTherap ESPR ... dd 2.07 –0.12 ... 125.08 44.10 FoxFactory FOXF ... 16 46.81 –4.62 ...
1.42 0.88 CLPS CLPS .0 dd 1.01 –0.09 .10 115.89 82.53 CityHolding CHCO 2.9 13 100.32 –4.30 .715 49.61 22.06 DXP Ents DXPE ... 13 48.57 +3.35 ... 5.81 2.42 EtonPharm ETON ... dd 3.85 –0.65 ... 14.50 6.11 FractylHealth GUTS ... ... 6.35 –1.98 ...
223.80 175.73 CME Group CME 2.1 25 217.50 +4.52 1.15 10.44 4.77 Clarus CLAR 1.5 dd 6.76 +0.21 .025 8.92 1.36 DadaNexus DADA ... dd 2.54 +0.23 ... 116.15 58.20 Etsy ETSY ... 29 66.26 –6.05 ... 107.36 82.61 FranklinElec FELE 1.0 25 101.85 +0.03 .25
23.40 16.43 CNB Fin PA CCNE 3.5 8 20.02 –0.31 .175 5.25 2.44 CleanEnerFuels CLNE ... dd 2.52 –0.17 ... 12.42 4.66 Daktronics DAKT ... 8 9.26 +0.54 ... 121.55 73.84 EuronetWorldwide EEFT ... 20 107.89 –3.68 ... 3.35 2.25 FreightCarAmer RAIL ... dd 3.21 +0.12 ...
12.75 5.01 CompassPath CMPS ... dd 9.90 –0.98 ... 50.82 22.91 Clearfield CLFD ... 35 29.64 –1.27 ... 5.13 3.72 DallasNews DALN16.0 dd 4.00 +0.15 .16 20.19 11.97 EuropeanWax EWCZ ... 74 12.70 –1.81 ... 11.41 6.22 FrequencyElec FEIM ... 29 9.80 –0.75 ...
45.95 12.65 CPI Card PMTS ... 8 16.88 +1.86 ... 2.12 0.65 ClearsideBiomed CLSD ... dd 1.71 +0.04 ... 138.61 62.60 Datadog DDOG ... cc 120.42 –0.89 ... 35.70 18.50 Everbridge EVBG ... dd 34.73 –0.28 ... 114.31 54.60 Freshpet FRPT ... dd 109.54 +1.33 ...
143.76 81.29 CRA Intl CRAI 1.2 26 141.77 +0.45 .42 12.02 10.34 ClimateRockA CLRC ... cc 11.23 +0.03 ... 64.90 31.65 Dave&Buster's PLAY ... 23 62.67 –0.37 ... 13.47 6.22 EverCommerce EVCM ... dd 8.45 –1.09 ... 24.98 12.22 Freshworks FRSH ... dd 17.77 –0.86 ...
91.10 37.55 CrisprTherap CRSP ... dd 72.95 –5.97 ... 0.15 0.05 ClimateRockRt CLRCR ... ... .10 +0.02 ... 43.99 4.47 Dave DAVE ... dd 34.23 –1.77 ... 11.69 10.00 Evergreen EVGRU ... ... 11.21 –0.07 ... 38.97 24.98 Frontdoor FTDR ... 15 30.67 –0.83 ...
69.35 45.27 CSG Systems CSGS 2.4 23 50.94 –2.14 .30 73.25 37.67 ClimbGlbl CLMB 1.0 25 67.50 –0.53 .17 2.65 1.27 DawsonGeophys DWSN ... dd 1.46 +0.01 ... 11.47 10.42 EvergreenA EVGR ... 39 11.31 +0.01 ... 25.89 11.65 FrontierComms FYBR ... cc 23.80 –0.78 ...
59.85 4.91 CSP CSPI .5 47 41.16 +5.40 .02 1.63 0.71 CloverHealth CLOV ... dd .80 –0.01 ... 18.89 9.67 DayOneBiopharm DAWN ... dd 14.39 –1.17 ... 63.93 46.92 Evergy EVRG 5.0 16 51.60 +0.04.6425 10.57 3.19 Frontier ULCC ... dd 7.45 +0.07 ...
241.61 130.93 CSW Industrials CSWI .3 37 230.08 –3.64 .19 48.50 32.20 CoastalFinl CCB ... 11 36.20 –1.49 ... 17.73 9.90 DecipheraPharm DCPH ... dd 15.59 –1.35 ... 20.34 5.36 EverQuote EVER ... dd 17.55 +1.07 ... 3.10 0.98 FuelCell FCEL ... dd 1.10 –0.03 ...
March 18, 2024 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.
13.70 2.25 FulcrumTherap FULC ... dd 11.36 +0.28 ... 26.69 17.10 HackettGroup HCKT 1.8 20 24.18 –0.52 .11 142.70 48.39 Impinj PI ... dd 122.90 +6.90 ... 115.14 71.25 Kaspi.kz KSPI 5.7 12 112.65 +6.331.8485 96.66 52.53 LogitechIntl LOGI 1.2 31 94.72 +4.211.1805
44.09 21.91 FulgentGenetics FLGT ... dd 22.09 –0.82 ... 18.33 8.54 HainCelestial HAIN ... dd 8.62 –0.75 ... 71.85 39.90 InariMedical NARI ... dd 40.65 –2.34 ... 24.76 8.26 Katapult KPLT ... dd 14.13 –0.67 ... 28.15 3.60 LongboardPharm LBPH ... dd 19.32 –0.34 ...
17.06 9.64 FultonFin FULT 4.6 9 14.92 –0.66 .17 45.00 29.85 HalozymeTherap HALO ... 19 40.86 –0.87 ... 12.68 0.80 IncannexHealthcare IXHL ... dd 3.12 –1.05 ... 9.46 5.82 KearnyFinancial KRNY 7.4 21 5.92 –0.45 .11 4.70 1.85 LoopIndustries LOOP ... dd 2.69 –0.15 ...
2.84 1.00 FundamentalGlbl FGF ... 7 1.47 –0.03 ... 121.90 62.86 HamiltonLane HLNE 1.7 33 106.13 –1.96.445 10.90 10.17 InceptionGrowth IGTA ... 66 10.86 +0.02 ... 10.99 10.14 KeenVisionAcqn KVAC ... dd 10.44 +0.01 ... 13.60 1.22 Lottery.com LTRY ... dd 2.38 –0.12 ...
13.42 5.27 Funko FNKO ... dd 6.38 –0.48 ... 49.65 31.02 HancockWhitney HWC 2.8 9 42.28 –2.20 .30 0.33 0.09 InceptionGrowthRt IGTAR ... ... .13 –0.01 ... 25.27 15.29 KellyServices A KELYA 1.2 25 24.41 –0.35 .075 17.99 5.50 LotusTech LOT ... cc 7.22 –0.20 ...
4.65 0.50 FusionFuelGreen HTOO ... ... 1.48 –0.27 ... 20.90 13.35 HanmiFinancial HAFC 6.7 6 14.85 –0.92 .25 76.04 50.27 Incyte INCY ... 22 58.37 –1.65 ... 25.00 14.86 KellyServicesB KELYB 1.3 24 24.00 –0.51 .075 30.94 14.18 Lovesac LOVE ... 18 22.62 +0.40 ...
13.99 2.31 FusionPharm FUSN ... dd 9.99 –0.05 ... 19.10 15.75 HanoverBancorp HNVR 2.5 9 15.75 –0.48 .10 72.44 43.28 IndependentBank INDB 4.4 9 49.93 –1.91 .55 6.84 3.76 KY FirstFedBncp KFFB .0 dd 3.90 +0.03 .10 8.87 2.54 Lucid LCID ... dd 2.70 –0.40 ...
67.49 35.91 Futu FUTU ... 14 54.25 –2.99 ... 12.95 7.51 HarborOneBncp HONE 3.0 28 10.01 –0.26 .075 27.39 14.90 IndepBankMI IBCP 4.0 9 23.96 –0.68 .24 73.00 27.02 KerosTherap KROS ... dd 67.35 –3.13 ... 3.26 1.44 Lulu'sFashion LVLU ... dd 1.59 –0.13 ...
12.12 10.42 FutureTechIIA FTII ... 55 11.10 ... ... 18.43 8.80 Harmonic HLIT ... 17 12.55 –0.51 ... 53.25 28.81 IndependentBank IBTX 3.6 41 42.24 –3.21 .38 35.99 27.66 KeurigDrPepper KDP 3.0 19 28.88 –0.26 .215 516.39 289.81 lululemon LULU ... 59 464.94 +4.55 ...
G 45.17 18.61 HarmonyBio HRMY ... 15 31.98 +0.89 ... 26.50 14.38 Indivior INDV ... dd 20.72 –0.58 ... 31.94 14.56 KewauneeSci KEQU ... 11 31.50 +2.48 ... 65.16 35.35 Lumentum LITE ... dd 45.55 –2.13 ...
28.25 7.60 Harrow HROW ... dd 10.49 –0.46 ... 4.88 1.65 IndlLogistics ILPT 1.0 dd 3.88 –0.16 .01 7.53 3.72 KeyTronic KTCC ... 12 4.96 +0.05 ... 8.73 1.66 LuminarTech LAZR ... dd 1.70 –0.37 ...
9.20 6.56 GCM Grosvenor GCMG 4.9 dd 8.92 +0.25 .11 7.80 2.82 Infinera INFN ... dd 4.53 –0.09 ... 4.55 2.51 LumosPharma LUMO ... dd 2.70 –0.34 ...
9.94 5.00 Harte-Hanks HHS ... dd 7.65 +0.09 ... 3.92 0.67 KezarLifeSci KZR ... dd .88 –0.08 ...
8.50 1.90 GDEV GDEV ... dd 2.30 ... ... 7.25 1.14 InflaRx IFRX ... dd 1.58 –0.04 ... 3.97 1.32 LyellImmuno LYEL ... dd 2.16 –0.35 ...
6.29 2.73 HarvardBioSci HBIO ... dd 4.05 –0.37 ... 74.79 50.89 Kforce KFRC 2.2 22 68.55 –4.86 .38
20.78 5.01 GDS Holdings GDS ... dd 7.57 +1.16 ... 10.49 10.07 InflectionPtIIA IPXX ... ... 10.44 ... ... 19.43 7.85 Lyft LYFT ... dd 17.23 –1.08 ...
73.58 42.66 Hasbro HAS 5.3 dd 53.31 +1.56 .70 31.43 19.52 KimballElec KE ... 9 20.33 –1.26 ...
94.50 62.35 GE HealthCare GEHC .1 30 89.41 –4.46 .03 5.87 3.90 InfoSvcs III 4.4 34 4.05 –0.16.045 6.51 1.86 LyraTherap LYRA ... dd 5.93 +0.62 ...
36.39 18.91 HashiCorp HCP ... dd 26.50 –0.08 ... 10.13 2.34 KingsoftCloud KC ... dd 3.07 +0.38 ...
20.50 5.61 GEN Restaurant GENK ... 32 8.12 +2.05 ... 94.68 73.00 InglesMarkets IMKTA .9 8 74.70 –1.14 .165
14.89 3.70 HawaiianHoldings HA ... dd 13.73 –0.12 ... 22.09 10.29 KiniksaPharm KNSA ... cc 19.99 –0.82 ... M
14.64 5.05 GH Research GHRS ... dd 10.90 +2.79 ... 39.79 14.31 Inhibrx INBX ... dd 35.00 –0.54 ...
77.90 39.20 Hawkins HWKN .8 22 76.13 +6.69 .16 7.19 1.04 KinnateBio KNTE ... dd 2.56 –0.02 ...
35.68 13.73 G-IIIApparel GIII ... 7 26.19 –3.39 ... 99.21 48.53 Macom Tech MTSI ... 86 89.49 –3.99 ...
26.00 15.02 HawthornBcsh HWBK 3.5 cc 19.36 –0.80 .17 48.25 18.57 InMode INMD ... 9 20.91 –1.06 ... 3.88 1.40 Kirkland's KIRK ... dd 2.46 –0.22 ...
5.00 1.08 G1Therapeutics GTHX ... dd 3.11 –0.53 ... 83.27 61.94 MGE Energy MGEE 2.3 23 75.09 –5.78.4275
60.25 41.15 HaynesIntl HAYN 1.5 18 59.40 +0.05 .22 3.57 1.81 InnatePharma IPHA ... dd 2.53 –0.18 ... 9.80 1.37 KodiakSciences KOD ... dd 5.86 –0.32 ...
82.48 50.00 GRAVITY GRVY ... 5 72.71 –3.78 ... 124.96 75.78 MGP Ingredients MGPI .6 17 83.64 +1.03 .12
14.37 6.60 HealthCatalyst HCAT ... dd 7.82 –0.92 ... 15.36 5.57 Innodata INOD ... dd 6.30 –0.88 ... 31.94 13.29 KornitDigital KRNT ... dd 17.09 –1.61 ...
9.66 1.23 GRIID Infr GRDI ... ... 1.23 –0.59 ... 134.70 63.44 MKS Instrum MKSI .7 dd 121.21 –6.86 .22
15.97 8.75 HealthcareSvcs HCSG ... 23 12.10 –0.67 ... 128.17 91.74 Innospec IOSP 1.2 22 122.07 –3.90 .72 41.47 30.68 KraftHeinz KHC 4.7 15 34.37 –0.47 .40
9.80 1.45 GSI Tech GSIT ... dd 3.87 –0.56 ... 25.75 0.72 MSP Recovery LIFW ... dd .77 –0.20 ...
84.13 48.86 HealthEquity HQY ... cc 81.44 +0.35 ... 8.15 3.96 InnovAge INNV ... dd 4.29 –0.61 ... 21.60 12.12 KratosDefense KTOS ... dd 17.10 –1.39 ...
3.33 2.11 Gaia GAIA ... dd 3.00 +0.03 ... 172.59 110.87 MYR Group MYRG ... 29 157.19 –4.87 ...
29.12 20.47 HealthStream HSTM .5 52 25.83 –0.64.028 9.00 6.11 InnovSolSuprt ISSC ... 21 7.61 –0.63 ... 16.22 11.52 KrispyKreme DNUT 1.2 dd 11.87 –1.06 .035
6.19 2.00 GainTherap GANX ... dd 4.29 –0.44 ... 11.91 8.31 Macatawa MCBC 3.9 7 9.35 –0.57 .09
17.08 11.44 HeartlandExp HTLD .7 63 11.76 –0.46 .02 16.86 10.96 Innoviva INVA ... 7 14.86 +0.02 ... 2.29 0.73 KronosBio KRON ... dd 1.16 –0.13 ...
45.21 31.86 Galapagos GLPG ... dd 33.97 –0.50 ... 21.88 4.29 Macrogenics MGNX ... dd 15.93 –1.50 ...
41.33 26.10 HeartlandFinUSA HTLF 3.6 20 32.97 –1.92 .30 14.10 4.13 Inogen INGN ... dd 6.90 –0.69 ... 60.20 40.20 Kulicke&Soffa KLIC 1.7 53 47.60 –3.01 .20
3.70 0.50 Galecto GLTO ... dd .82 –0.05 ... 322.67 119.76 MadrigalPharm MDGL ... dd 270.37 +15.05 ...
35.38 22.52 Heidrick&Strug HSII 1.9 12 31.94 –1.19 .15 7.33 2.59 InozymePharma INZY ... dd 5.89 –0.46 ... 24.17 7.41 KuraOncology KURA ... dd 22.34 –1.19 ...
3.59 0.09 GaleraTherap GRTX ... dd .21 –0.03 ... 14.82 8.15 MagicSoftware MGIC 5.5 16 11.97 +1.49 .327
143.68 81.14 HelenofTroy HELE ... 17 116.91 –7.45 ... 12.30 1.62 Inseego INSG ... dd 2.86 –0.65 ... 110.00 51.02 KuraSushiUSA KRUS ... cc 100.18 +4.30 ...
14.83 8.39 Gambling.com GAMB ... 46 8.72 +0.11 ... 15.73 6.28 Magnite MGNI ... dd 11.32 –0.28 ...
10.83 10.03 HelixAcqnIIA HLXB ... ... 10.40 +0.06 ... 10.79 10.19 InsightAcqnA INAQ ... cc 10.77 ... ... 45.31 9.60 KymeraTherap KYMR ... dd 40.58 –2.91 ...
2.51 0.22 GamidaCell GMDA ... dd .32 –0.02 ... 12.00 9.00 MagyarBancorp MGYR 1.4 9 11.00 –0.50 .05
11.12 5.59 HelloGroup MOMO .0 4 5.97 –0.86 .70 194.57 117.99 InsightEnt NSIT ... 25 185.94 –0.31 ... 35.06 26.04 KyvernaTherap KYTX ... ... 29.71 +1.04 ...
52.45 43.54 Gaming&Leisure GLPI 6.7 16 45.14 –1.03 .76 64.78 22.50 MakeMyTrip MMYT ... cc 63.96 +3.14 ...
8.10 6.33 HennessyAdvsrs HNNA 8.3 10 6.60 –0.16.1375 32.00 16.04 Insmed INSM ... dd 25.72 –2.10 ...
9.95 6.43 GarrettMotion GTX ... dd 9.49 –0.09 ... L 62.36 37.70 MalibuBoats MBUU ... 13 39.34 –2.36 ...
11.47 10.09 HennessyCapVI HCVI ... 78 10.41 ... ... 25.00 3.15 Inspirato ISPO ... dd 4.04 –0.19 ...
24.37 15.45 GenDigital GEN 2.4 10 21.26 –0.81 .125 12.15 9.41 LamfGlbI A LGVC ... dd 10.98 +0.03 ... 5.75 3.20 MammothEnergy TUSK ... dd 3.56 –0.19 ...
85.75 60.01 HenrySchein HSIC ... 24 74.58 –0.18 ... 335.91 125.82 Insulet PODD ... 57 165.86 –13.73 ...
17.16 1.16 GeneDx WGS ... dd 12.01 +3.62 ... 6.47 1.13 LavaTherap LVTX ... dd 2.95 +0.63 ... 266.94 142.44 ManhattanAssoc MANH ... 87 247.00 –10.50 ...
10.22 6.69 HeritageCommerce HTBK 6.4 8 8.13 –0.47 .13 50.46 30.58 Intapp INTA ... dd 33.18 –2.37 ...
6.98 0.86 GenerationBio GBIO ... dd 3.09 –0.42 ... 141.91 84.16 LGI Homes LGIH ... 13 106.99 –4.95 ... 18.37 7.50 Mannatech MTEX .0 dd 9.01 +0.85 .20
23.88 14.85 HeritageFin HFWA 5.0 10 18.38 –0.80 .23 59.33 33.44 IntegraLifeSci IART ... 41 34.70 –2.03 ...
4.00 2.08 Genetron GTH ... ... 3.90 +0.04 ... 59.38 41.49 LKQ LKQ 2.3 15 51.51 +0.09 .30 5.75 3.17 MannKind MNKD ... dd 4.47 –0.80 ...
19.36 7.06 HertzGlobal HTZ ... 4 7.58 –0.28 ... 20.88 9.10 IntegralAd IAS ... cc 9.37 –0.18 ...
4.75 2.89 Genfit GNFT ... dd 3.52 –0.10 ... 271.11 179.00 LPL Financial LPLA .4 20 268.44 +4.46 .30 42.95 22.13 Maplebear CART ... dd 35.80 +1.42 ...
17.28 3.28 Hesai HSAI ... dd 4.64 –1.12 ... 51.28 26.86 Intel INTC 1.2 cc 42.64 –1.36 .125
43.00 26.32 Genmab GMAB ... 31 29.94 –0.36 ... 16.97 11.44 LSI Inds LYTS 1.4 16 14.30 ... .05 16.62 4.52 MaravaiLifeSci MRVI ... dd 7.70 +0.03 ...
83.00 34.86 Hibbett HIBB 1.5 8 68.51 –8.95 .25 47.48 22.67 IntelliaTherap NTLA ... dd 28.30 –1.67 ...
37.58 25.85 Gentex GNTX 1.3 20 35.71 –0.61 .12 12.24 9.51 LakeShoreBancorp LSBK ... 14 11.27 –0.13 ... 2.20 1.11 Marchex MCHX ... dd 1.30 –0.09 ...
25.05 10.44 HighPeakEner HPK 1.0 10 15.34 +0.71 .04 2.88 1.56 Intellicheck IDN ... dd 1.81 +0.06 ...
66.54 38.21 Gentherm THRM ... 44 54.25 –1.46 ... 17.19 10.65 LakelandBcp LBAI 4.9 9 11.85 –0.55 .145 11.26 5.57 MarinusPharm MRNS ... dd 9.39 +0.54 ...
20.22 9.94 HilleVax HLVX ... dd 18.00 –0.42 ... 6.44 1.37 Inter INTR ... 39 5.92 –0.12 ...
17.09 5.75 GeospaceTech GEOS ... 7 12.49 +0.41 ... 73.22 43.05 LakelandFin LKFN 3.1 17 62.42 –4.16 .48 399.78 200.01 MarketAxess MKTX 1.4 32 218.45 +3.33 .74
10.02 6.02 HillmanSolns HLMN ... dd 9.89 +0.18 ... 161.17 120.71 InterParfums IPAR 2.2 28 135.32 –3.62 .75
35.00 24.85 GermanAmBncp GABC 3.4 11 32.00 –1.62 .27 19.66 10.60 LakelandInds LAKE .8 18 16.00 –0.61 .03 3.62 1.24 MarketWise MKTW 2.1 33 1.91 +0.01 .01
8.20 5.22 HimaxTechs HIMX 8.5 19 5.56 –0.20 .48 112.50 70.83 InteractiveBrkrs IBKR .4 19 107.44 –0.47 .10
3.74 1.64 Geron GERN ... dd 3.36 +1.11 ... 0.35 0.02 LakeshoreII Rt LBBBR ... ... .28 +0.05 ... 7.36 3.46 Marqeta MQ ... dd 5.94 –0.14 ...
242.50 147.01 HinghamSvg HIFS 1.5 14 165.35 –7.65 .63 2.87 0.99 Intercure INCR ... 14 1.85 –0.03 ...
87.40 44.98 GibraltarInds ROCK ... 21 76.61 +0.02 ... 1007.39 478.77 LamResearch LRCX .9 35 910.09 –46.562.00 253.12 153.56 Marriott MAR .9 24 244.07 –6.21 .52
27.26 15.13 HollysysAuto HOLI ... 19 25.31 –0.09 ... 119.86 66.82 InterDigital IDCC 1.6 14 102.59 –2.66 .40
45.18 4.93 GigaCloudTech GCT ... 24 43.15 +8.77 ... 121.99 77.21 LamarAdv LAMR 4.5 24 116.09 –2.07 1.30 11.75 10.15 MarsAcqn MARX ... 37 10.69 +0.03 ...
87.88 64.02 Hologic HOLX ... 36 75.91 –1.14 ... 15.91 6.51 Interface TILE .3 20 15.14 –0.34 .01
7.16 4.51 GilatSatellite GILT ... 13 5.57 –0.07 ... 0.34 0.14 MarsAcqnRt MARXR ... ... .20 +0.01 ...
44.00 27.75 HomeBancorp HBCP 2.8 7 35.10 –0.42 .25 55.37 39.10 IntlBcshs IBOC 2.5 8 53.42 –0.44 .66 220.65 158.88 LancasterColony LANC 1.8 42 198.20 –7.16 .90
87.87 71.37 GileadSciences GILD 4.2 16 73.69 –1.43 .77 23.38 17.34 MartenTransport MRTN 1.3 22 18.59 –0.30 .06
20.01 4.20 HomeStreet HMST 2.7 dd 14.76 –0.54 .10 7.54 3.07 Intevac IVAC ... dd 3.80 –0.02 ... 21.78 15.70 LandmarkBncp LARK 4.4 8 18.90 –1.28 .21
78.53 26.24 GitLab GTLB ... dd 53.42 –4.28 ... 3.30 1.95 MartinMidstream MMLP .8 dd 2.61 +0.02.005
30.99 18.02 HomeTrustBcshs HTBI 1.8 8 25.01 –0.52 .11 76.11 43.90 Intra-Cellular ITCI ... dd 64.78 –2.70 ... 208.62 161.13 LandstarSystem LSTR .7 25 183.63 –2.74 .33
11.28 8.87 GladstoneCap GLAD 9.5 7 10.40 +0.11.0825 85.76 36.90 MarvellTech MRVL .4 dd 66.87 –8.55 .06
1.48 0.46 HomologyMed FIXX ... dd .92 +0.03 ... 671.01 400.22 Intuit INTU .6 64 625.52 –26.21 .90 100.85 50.20 Lantheus LNTH ... 13 58.17 –4.35 ...
14.14 10.84 GladstoneComm GOOD 9.2 dd 13.09 –0.18 .10 198.00 75.22 Masimo MASI ... 88 132.68 –1.74 ...
4.89 1.06 Honest HNST ... dd 4.30 –0.12 ... 13.27 2.09 IntuitiveMachinesA LUNR ... 3 5.49 +0.02 ... 8.70 2.63 LanzaTechGlobal LNZA ... dd 2.81 –0.37 ...
14.96 12.14 GladstoneInvt GAIN 6.9 7 13.92 –0.14 .08 32.95 19.22 MasterCraftBoat MCFT ... 7 21.73 +0.53 ...
210.87 174.88 Honeywell HON 2.2 23 197.69 –3.06 1.08 403.00 236.26 IntuitiveSurgical ISRG ... 79 396.28 +4.43 ... 5.44 1.70 Largo LGO ... dd 1.79 +0.08 ...
17.48 12.73 GladstoneLand LAND 4.3 dd 13.00 –0.30.0465 49.24 27.85 MatchGroup MTCH ... 15 33.55 –0.35 ...
27.15 14.73 HookerFurnishings HOFT 3.9 dd 23.74 +0.66 .23 5.05 2.22 Inventiva IVA ... dd 4.20 +0.34 ... 13.68 2.18 LarimarTherap LRMR ... dd 8.70 –1.50 ...
12.00 10.25 GlblBlockchain GBBK ... 54 10.78 +0.01 ... 10.20 4.93 Materialise MTLS ... 40 4.97 –0.39 ...
12.51 7.42 HopeBancorp HOPE 5.2 10 10.77 –0.55 .14 17.99 9.07 Investar ISTR 2.6 9 15.51 –0.54 .10 4.77 2.04 Latham SWIM ... dd 2.87 –0.51 ...
0.55 0.05 GlbBlockchainRt GBBKR ... ... .05 –0.01 ... 13.65 4.58 MatrixService MTRX ... dd 13.22 +0.15 ...
14.71 7.69 HorizonBancorp HBNC 5.4 19 11.85 –0.66 .16 4.50 2.98 InvestcpCredit ICMB15.2 dd 3.15 –0.19 .03 98.30 51.96 LatticeSemi LSCC ... 41 75.65 –4.80 ...
45.72 26.01 Global-EOnline GLBE ... dd 33.32 –0.39 ... 22.64 16.00 Mattel MAT ... 32 19.17 –0.62 ...
10.86 10.18 HorizonSpaceI HSPO ... 44 10.86 +0.02 ... 11.23 10.42 InvestcorpEur I A IVCB ... dd 11.21 +0.07 ... 14.81 11.11 LaureateEduc LAUR .0 20 13.68 +0.06 .70
10.32 10.04 GlobalLightsAcqn GLAC ... ... 10.18 +0.01 ... 3.78 1.74 Matterport MTTR ... dd 1.77 –0.20 ...
0.32 0.04 HorizonSpaceI Rt HSPOR ... ... .08 ... ... 11.31 10.49 InvestcorpIndiaA IVCA ... 35 11.14 –0.01 ... 9.00 4.72 Lavoro LVRO ... dd 5.37 –1.24 ...
0.42 0.15 GlobalLightsAcqnRt GLACR ... ... .32 +0.15 ... 48.86 27.37 MatthewsIntl MATW 3.3 27 28.84 –0.79 .24
13.73 10.64 HorizonTechFin HRZN11.3 dd 11.65 –0.11 .11 171.60 127.71 InvestorsTitle ITIC 1.2 14 156.99 –0.26 .46 7.35 3.56 LeadRealEstate LRE ... 13 3.76 –1.58 ...
10.91 10.28 GlobalStarA GLST ... 86 10.69 +0.02 ... 5.55 2.45 MaxCyte MXCT ... dd 4.31 +0.37 ...
21.31 14.51 HostHotels HST 3.9 20 20.51 –0.37 .20 5.20 0.98 Invivyd IVVD ... dd 3.60 –0.09 ... 9.99 1.76 LeddarTech LDTC ... dd 3.68 –0.32 ...
0.17 0.02 GlobalStarRt GLSTR ... ... .08 ... ... 38.91 2.92 MaxeonSolar MAXN ... dd 3.24 –0.45 ...
31.00 1.03 HubCyberSecurity HUBC ... ... 1.07 –0.16 ... 54.44 32.87 IonisPharm IONS ... dd 42.55 –1.44 ... 15.05 7.56 LeeEnterprises LEE ... dd 11.35 +0.34 ...
13.43 9.34 GlobalWaterRscs GWRS 2.3 38 12.68 –0.42.0251 36.04 13.43 MaxLinear MXL ... dd 17.75 –3.22 ...
47.59 31.73 HubGroup HUBG 1.2 9 41.24 –1.28 .125 18.33 3.21 IovanceBiotherap IOVA ... dd 13.91 –1.79 ... 26.50 17.67 LegacyHousing LEGH ... 9 25.19 –0.19 ...
72.37 48.12 GlobalFoundries GFS ... 28 51.88 –0.53 ... 130.86 85.63 McGrathRent MGRC 1.6 26 119.43 –2.68 .475
10.71 10.21 HudsonAcqnI HUDA ... dd 10.52 ... ... 7.52 3.06 iQIYI IQ ... 14 4.00 +0.06 ... 15.68 6.89 LegalZoom LZ ... cc 13.04 –0.34 ...
3.53 1.11 GlycoMimetics GLYC ... dd 2.56 –0.17 ... 10.49 5.64 MedallionFinl MFIN 5.2 3 7.66 –0.43 .10
0.46 0.10 HudsonAcqnIRt HUDAR ... ... .15 –0.04 ... 140.23 70.24 iRhythmTechs IRTC ... dd 102.09 –9.57 ... 77.32 43.36 LegendBiotech LEGN ... dd 64.02 +0.77 ...
17.94 7.76 Gogo GOGO ... 8 8.79 –0.09 ... 2.66 1.26 MediciNova MNOV ... dd 1.30 –0.10 ...
24.25 13.38 HudsonGlobal HSON ... 24 16.50 +2.24 ... 3.48 1.31 Iridex IRIX ... dd 2.41 –0.20 ... 74.64 44.27 LeMaitreVascular LMAT 1.0 50 66.84 –0.36 .16 17.25 7.10 MediWound MDWD ... dd 16.00 –1.11 ...
4.19 1.21 Gogoro GGR ... dd 1.43 +0.01 ... 68.34 26.92 IridiumComm IRDM 1.9 cc 27.00 –1.49 .13 44.51 10.12 LendingTree TREE ... dd 37.93 –3.70 ...
25.06 19.62 GolarLNG GLNG 4.2 dd 23.54 +2.31 .25 2.08 0.53 HuizeHolding HUIZ ... 4 .75 +0.09 ... 419.42 175.06 Medpace MEDP ... 45 396.76 –8.89 ...
5.60 1.96 Humacyte HUMA ... dd 3.24 –0.13 ... 9.69 2.61 IrisEnergy IREN ... ... 4.60 –0.75 ... 24.00 10.80 LeonardoDRS DRS ... 35 21.97 –1.44 ... 19.49 0.64 MeihuaIntlMed MHUA ... 3 .80 +0.07 ...
47.50 30.38 GoldenEnt GDEN 2.9 4 34.08 +1.21 .25 51.49 9.19 iRobot IRBT ... dd 9.99 –0.43 ... 4.89 3.00 LesakaTech LSAK ... dd 3.66 +0.02 ...
13.95 6.89 GoldenOcean GOGL 4.7 23 12.80 –1.13 .30 219.51 163.66 JBHunt JBHT .9 28 193.92 –6.68 .43 8.35 3.49 MeiraGTx MGTX ... dd 6.35 –0.02 ...
13.77 9.13 HuntingtonBcshs HBAN 4.8 11 13.05 –0.45 .155 10.05 9.97 IronHorseAcqns IROH ... ... 9.98 +0.01 ... 11.68 4.39 Leslie's LESL ... 76 7.26 –0.53 ... 14.46 6.62 MelcoResorts MLCO ... dd 7.20 –0.10 ...
10.61 10.14 GoldenStarAcqn GODN ... ... 10.58 –0.02 ... 0.22 0.18 IronHorseAcqnsRt IROHR ... ... .20 +0.01 ... 22.33 9.00 LexeoTherap LXEO ... dd 15.57 +0.44 ...
1.00 0.14 GoldenStarAcqnRt GODNR ... ... .34 +0.08 ... 28.20 19.29 Hurco HURC 3.1 98 20.63 –0.60 .16 1825.00 1063.02 MercadoLibre MELI ... 77 1499.51 –12.99 ...
113.31 70.66 HuronConsulting HURN ... 30 96.47 –2.53 ... 15.70 8.07 IronwoodPharm IRWD ... dd 9.02 +0.01 ... 3.79 0.92 LexiconPharm LXRX ... dd 2.60 +0.43 ... 42.82 23.89 MercantileBank MBWM 3.9 7 35.72 –1.51 .35
16.14 12.38 GolubCapital GBDC 9.8 9 15.97 +0.26 .39 11.51 10.17 IsraelAcqns ISRL ... 50 10.78 +0.02 ... 3.01 1.62 LexinFintech LX 5.5 2 1.85 +0.08 .116
9.37 4.14 GoodRx GDRX ... dd 6.91 –0.48 ... 22.75 6.18 Hut8 HUT ... dd 7.54 –0.39 ... 10.42 7.01 MercerIntl MERC 3.2 dd 9.25 –0.76 .075
1.93 0.67 Hydrofarm HYFM ... dd .79 –0.03 ... 18.24 8.20 iTeosTherap ITOS ... dd 10.81 –1.58 ... 47.33 21.48 LiAuto LI ... 24 37.77 +1.43 ... 52.95 25.31 MercurySystems MRCY ... dd 28.75 –2.33 ...
16.51 9.86 Goodyear GT ... dd 12.39 +0.13 ... 96.73 50.41 Itron ITRI ... 41 86.97 –7.98 ... 4.99 0.27 LianBio LIAN .0 dd .35 –4.584.80
92.76 46.77 GooseheadIns GSHD ... cc 74.98 –4.31 ... 3.28 0.91 Hyperfine HYPR ... dd 1.18 –0.02 ... 15.11 7.80 Meridian MRBK 5.2 8 9.54 –0.51 .125
31.01 20.35 IturanLocation ITRN 3.4 11 27.47 +1.12 .39 95.61 55.19 LibertyBroadbandA LBRDA ... 12 57.07 +0.46 ... 85.62 62.58 MeritMedical MMSI ... 44 71.86 –3.34 ...
5.06 2.13 GoPro GPRO ... dd 2.22 –0.13 ... 7.50 1.04 Hywin HYW ... 2 1.46 +0.11 ...
2.17 0.45 HyzonMotors HYZN ... dd .74 +0.09 ... J 95.68 55.19 LibertyBroadbandC LBRDK ... 12 57.37 +0.48 ... 15.89 11.45 MerrimackPharm MACK ... dd 14.74 +0.02 ...
11.10 10.03 GoresIX A GHIX ... cc 10.60 +0.07 ...
20.56 15.01 LibertyGlobalA LBTYA ... dd 16.78 –0.58 ... 9.62 0.80 MersanaTherap MRSN ... dd 5.04 –0.74 ...
1.88 0.45 GossamerBio GOSS ... dd 1.46 +0.08 ... I 36.84 13.87 JakksPacific JAKK ... 7 24.29 +1.94 ...
21.77 15.47 LibertyGlobalB LBTYB ... dd 18.00 +0.55 ...
3.92 2.65 Grab GRAB ... dd 3.17 +0.09 ... 177.71 139.98 J&JSnackFoods JJSF 2.1 35 143.34 –1.51 .735 52.04 17.15 Merus MRUS ... dd 43.90 –2.65 ...
69.85 41.39 IAC IAC ... 21 51.21 –0.51 ... 21.83 16.27 LibertyGlobalC LBTYK ... dd 17.50 –0.67 ... 2.69 0.40 MesaAir MESA ... dd .79 –0.09 ...
144.94 99.65 GrandCanyonEduc LOPE ... 19 132.69 –0.11 ... 45.16 20.82 JD.com JD 2.7 13 27.45 +2.70 .76
27.61 11.45 IBEX IBEX ... 10 15.54 +0.16 ... 9.85 5.90 LibertyLatAmA LILA ... dd 6.30 –0.03 ... 187.75 82.86 MesaLabs MLAB .6 cc 101.08 –10.92 .16
4.26 2.01 GraphiteBio GRPH .0 dd 3.34 +0.20 1.03 29.95 1.61 J-Long JL .0 ... 1.74 –0.15 .19
158.00 104.19 ICF Intl ICFI .4 35 153.16 –1.79 .14 9.74 5.95 LibertyLatAmC LILAK ... dd 6.31 –0.09 ... 10.24 1.61 Mesoblast MESO ... dd 2.43 +0.28 ...
14.00 3.40 GraphjetTech GTI ... cc 11.80 +3.68 ... 43.20 24.12 Joyy YY 5.3 dd 32.26 +2.77 .20
212.43 78.28 ICU Medical ICUI ... dd 98.08 –6.44 ... 69.48 55.08 LibertyFormOne A FWONA ... cc 60.85 –3.11 ... 523.57 193.64 MetaPlatforms META .4 32 484.10 –21.85 .50
11.82 7.51 GreatElmCap GECC13.3 3 10.56 –0.14 .35 178.37 136.57 JackHenry JKHY 1.3 33 170.95 –3.70 .55
47.74 13.29 IDEAYA Bio IDYA ... dd 44.30 –1.26 ... 40.03 29.48 LibertyLiveA LLYVA ... ... 39.67 +1.10 ... 12.74 9.74 Metagenomi MGX ... ... 10.14 –1.64 ...
2.40 1.59 GreatElm GEG ... 7 2.12 +0.19 ... 99.56 60.43 JackintheBox JACK 2.4 13 73.35 +0.89 .44
583.39 372.50 IdexxLab IDXX ... 53 529.77 –31.64 ... 78.58 60.95 LibertyFormOne C FWONK ... cc 69.11 –2.20 ... 11.19 10.32 MetalSkyStar MSSA ... 44 11.10 –0.02 ...
9.78 4.75 GreatLakesDredge GLDD ... 42 8.62 –0.21 ... 22.15 6.35 JamesRiver JRVR 2.5 dd 7.93 –1.48 .05
117.75 40.00 IES Holdings IESC ... 19 102.21 –11.34 ... 41.44 29.63 LibertyLiveC LLYVK ... ... 40.88 +0.87 ... 0.22 0.07 MetalSkyStarRt MSSAR ... ... .16 +0.05 ...
61.94 45.39 GreatSouthernBncp GSBC 3.1 9 51.59 –0.80 .40 22.89 14.83 JamfHolding JAMF ... dd 17.75 –0.03 ...
18.45 3.81 IGM Biosci IGMS ... dd 10.64 –1.87 ... 31.69 22.01 LibertySirius A LSXMA ... 16 29.73 –0.18 ... 49.48 38.18 Methanex MEOH 1.7 17 43.08 +1.47 .185
36.02 19.44 GreenPlains GPRE ... dd 20.26 –0.41 ... 58.69 5.65 JanuxTherap JANX ... dd 39.45 –0.36 ...
3.88 1.16 I-Mab IMAB ... ... 1.86 +0.01 ... 31.53 22.19 LibertySirius B LSXMB ... 16 30.81 +0.71 ... 26.23 13.10 MetroCityBkshs MCBS 3.3 12 23.96 –0.52 .20
9.26 1.55 GreenidgeGen GREE ... dd 3.49 –0.28 ... 147.98 111.25 JazzPharm JAZZ ... 21 120.90 +3.37 ...
3.95 0.65 IN8bio INAB ... dd 1.14 –0.16 ... 31.67 22.24 LibertySirius C LSXMK ... 16 29.71 –0.04 ... 94.30 68.75 MicrochipTech MCHP 2.0 21 88.64 –0.20 .45
12.89 9.23 GreenlightCapRe GLRE ... 5 11.85 –0.23 ... 17.50 0.66 Jet.AI JTAI ... 9 1.08 +0.17 ...
2.64 0.82 IO Biotech IOBT ... dd 1.65 –0.17 ... 11.10 10.48 LibertyRscsA LIBY ... cc 11.07 +0.01 ... 101.85 56.01 MicronTech MU .5 dd 93.25 –4.37 .115
12.15 5.30 Grifols GRFS ... 65 6.13 –0.87 ... 9.45 3.42 JetBlue JBLU ... dd 7.04 –0.15 ...
141.85 83.00 IPG Photonics IPGP ... 19 87.24 –3.00 ... 11.46 1.52 LifecoreBiomed LFCR ... dd 7.38 –0.55 ... 427.82 269.52 Microsoft MSFT .7 38 416.42 +10.20 .75
14.90 6.80 GrindrodShipping GRIN 1.2 dd 9.94 +1.141.016 48.81 17.11 JFrog FROG ... dd 42.20 –0.18 ...
25.70 17.54 i3Verticals IIIV ... dd 22.00 –0.36 ... 10.28 1.14 LifeMD LFMD ... dd 10.08 +2.08 ... 1815.00 230.72 MicroStrategy MSTR ... 63 1782.36 +356.77 ...
3.33 1.14 Gritstone GRTS ... dd 2.38 –0.27 ... 5.37 1.54 JianzhiEduc JZ ... ... 1.90 +0.06 ...
12.15 10.00 IXAcqnA IXAQ ... 25 11.16 +0.04 ... 9.59 4.74 LifeStanceHealth LFST ... dd 6.36 –0.85 ... 2.91 0.55 Microvast MVST ... dd .55 –0.15 ...
36.54 23.41 GroceryOutlet GO ... 34 26.82 +0.89 ... 8.19 2.60 Jiayin JFIN 11.3 2 6.73 +0.32 .40
52.93 15.00 IcahnEnterprises IEP 28.6 dd 17.47 –0.62 1.00 10.58 4.31 LifetimeBrands LCUT 1.7 dd 9.95 +0.19.0425 8.20 1.82 MicroVision MVIS ... dd 1.92 –0.56 ...
19.56 2.89 Groupon GRPN ... dd 12.59 –6.39 ... 64.71 42.57 JohnsonOutdoors JOUT 3.0 25 43.73 –0.17 .33
46.43 22.26 Ichor ICHR ... dd 36.92 –6.26 ... 17.33 5.61 LifewayFoods LWAY ... 20 10.99 –0.57 ... 27.69 18.25 MidPennBancorp MPB 3.9 9 20.74 +0.57 .20
100.21 50.23 GrAeroportuario OMAB ... 16 70.06 +2.05 ... K
4.01 1.36 iClickInteract ICLK ... ... 3.88 –0.02 ... 94.57 49.24 LigandPharm LGND ... 25 71.09 –2.68 ... 15.03 10.46 MidCapFin MFIC10.6 8 14.36 –0.45 .38
41.06 17.65 GuardantHealth GH ... dd 17.74 –1.99 ...
344.77 181.92 Icon ICLR ... 45 334.76 +0.12 ... 729.15 355.88 KLA KLAC .8 35 683.90 –15.31 1.45 103.11 54.66 Light&Wonder LNW ... 56 99.81 –1.53 ... 158.04 109.59 Middleby MIDD ... 21 153.39 –0.48 ...
7.37 2.95 GulfIslandFab GIFI ... dd 6.83 +0.27 ...
4.79 1.78 iHeartMedia IHRT ... dd 2.07 –0.23 ... 13.43 6.91 KLX Energy KLXE ... 6 7.33 –0.06 ... 1.90 0.37 Lilium LILM ... ... .97 +0.01 ... 84.38 48.59 MiddlesexWater MSEX 2.5 30 52.57 +0.21 .325
3.13 0.85 GulfResources GURE ... dd 1.23 –0.15 ...
7.64 1.02 IkenaOncology IKNA ... dd 1.57 –0.03 ... 12.10 4.30 KVH Inds KVHI ... dd 4.67 –0.07 ... 21.62 13.88 Limoneira LMNR 1.6 dd 19.18 +0.59 .075 28.47 17.98 MidlandStBncp MSBI 5.3 8 23.44 –1.11 .31
H 233.42 89.00 Illumina ILMN ... dd 127.73 –7.70 ... 88.41 53.67 KaiserAlum KALU 3.9 27 78.30 +2.84 .77 10.68 5.05 LincolnEduc LINC ... 11 9.73 –0.25 ... 27.78 17.80 MidWestOneFin MOFG 4.3 17 22.47 +0.02.2425
60.50 32.33 H&E Equipment HEES 1.9 12 57.95 –0.49 .275 9.25 5.94 Immersion IMMR 1.8 8 8.37 +1.22.045 2.27 1.17 Kaltura KLTR ... dd 1.33 –0.02 ... 259.04 152.36 LincolnElectric LECO 1.1 27 248.41 –6.02 .71 4.49 1.33 MilestonePharm MIST ... dd 1.45 –0.06 ...
21.87 16.33 HBT Finl HBT 4.0 9 19.00 –0.43 .19 14.29 1.90 Immuneering IMRX ... dd 1.91 –4.65 ... 16.88 6.26 KalVistaPharm KALV ... dd 11.93 –2.43 ... 477.71 329.91 Linde LIN 1.2 37 468.23 +5.68 1.39 31.33 13.20 MillerKnoll MLKN 2.5 45 30.44 +0.09.1875
16.28 3.60 HCM Acqn A HCMA ... cc 12.81 +5.31 ... 3.11 0.95 Immunic IMUX ... dd 1.31 –0.22 ... 6.53 4.08 Kamada KMDA ... 38 5.60 –0.45 ... 21.10 12.33 LiquiditySvcs LQDT ... 30 17.87 +0.10 ... 20.12 14.46 MillicomIntl TIGO ... dd 19.21 +0.98 ...
2.32 0.91 HCW Biologics HCWB ... dd 1.53 –0.14 ... 6.93 1.25 ImmunityBio IBRX ... dd 5.13 –0.36 ... 4.27 2.22 KandiTech KNDI ... cc 2.30 –0.05 ... 309.94 212.80 Littelfuse LFUS 1.1 22 231.70 –6.67 .65 2.42 1.82 Mind CTI MNDO10.9 9 2.21 +0.05 .24
24.95 17.31 HMN Fin HMNF 1.6 15 20.26 –0.14 .08 76.98 42.21 Immunocore IMCR ... dd 60.83 –0.78 ... 21.32 12.57 Kanzhun BZ .0 56 19.21 +2.24 .18 59.86 41.45 LivaNova LIVN ... cc 50.60 –3.13 ... 11.10 2.41 MindMed MNMD ... dd 9.17 –0.53 ...
20.73 10.68 Hutchmed HCM ... 31 17.61 +2.74 ... 4.22 0.94 ImmunoPrecise IPA ... dd 1.44 –0.40 ... 30.94 12.54 KaratPkg KRT 3.1 16 25.93 –3.33 .30 6.41 0.96 LivePerson LPSN ... dd 1.02 –0.16 ... 17.70 5.85 MineralysTherap MLYS ... dd 12.69 –1.41 ...
15.04 0.89 HWH Intl HWH ... 15 .99 –0.33 ... 45.58 14.05 Immunovant IMVT ... dd 30.53 –1.16 ... 329.99 158.38 KarunaTherap KRTX ... dd 329.83 +9.88 ... 6.96 0.40 LixiangEduc LXEH ... dd 5.39 +1.17 ... 35.56 21.84 MirumPharm MIRM ... dd 26.77 –1.38 ...
50.89 30.20 H World HTHT 1.5 29 39.09 +4.35 .31 3.90 1.50 Immutep IMMP ... dd 2.39 –0.36 ... 4.87 0.62 KaryopharmTherap KPTI ... dd 1.51 –0.06 ... 23.63 18.53 LoganRidgeFin LRFC 4.3 dd 22.30 –0.32 .32 13.99 8.19 MissionProduce AVO ... cc 12.07 +1.06 ...
44 BARRON’S March 18, 2024

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.
47.41 23.49 Mobileye MBLY ... dd 27.74 +0.14 ... 61.24 45.97 NorthWesternEner NWE 5.3 16 48.65 –0.87 .65 16.18 9.70 PattersonUTIEn PTEN 2.8 11 11.54 –0.47 .08 5.40 1.00 Quhuo QH ... 23 1.20 –0.02 ... 20.71 2.13 Sagimet SGMT ... ... 4.04 –1.71 ...
12.50 1.17 MobixLabs MOBX ... dd 2.06 +0.64 ... 34.50 23.87 NorwoodFin NWFL 4.6 13 26.21 –0.40 .30 129.70 104.09 Paychex PAYX 3.0 27 120.28 –0.54 .89 98.67 41.75 QuidelOrtho QDEL ... dd 48.41 +2.15 ... 628.34 244.69 Saia SAIA ... 44 578.08 –5.59 ...
163.24 62.55 Moderna MRNA ... dd 103.85 +0.82 ... 190.51 87.85 Nova NVMI ... 40 168.93 –6.40 ... 27.51 17.13 PaycorHCM PYCR ... dd 19.30 –0.33 ... 1.93 0.79 QuinceTherap QNCX ... dd 1.16 –0.01 ... 12.00 2.75 SanaBiotech SANA ... dd 8.88 –0.62 ...
88.41 24.00 ModivCare MODV ... dd 29.22 –3.92 ... 187.61 111.20 Novanta NOVT ... 86 173.25 –3.29 ... 230.52 139.40 Paylocity PCTY ... 56 166.58 +2.84 ... 16.58 6.79 QuinStreet QNST ... dd 16.47 +1.35 ... 28.88 19.27 SandySpringBncp SASR 6.5 8 20.94 –1.45 .34
7.32 3.35 MolecularPtrs MOLN ... dd 3.96 –0.21 ... 11.36 3.53 Novavax NVAX ... dd 5.29 –0.16 ... 6.48 4.02 Payoneer PAYO ... 18 4.27 –0.33 ... 9.50 3.69 QurateRetailB QRTEB ... dd 4.72 –0.13 ... 127.26 90.02 Sanfilippo JBSS .7 19 107.67 +4.75 1.20
77.64 56.25 MonarchCasino MCRI 1.7 17 70.88 +1.49 .30 83.60 10.87 Novocure NVCR ... dd 13.98 –2.56 ... 77.95 50.25 PayPal PYPL ... 16 62.85 +3.84 ... 1.80 0.40 QurateRetailA QRTEA ... dd 1.18 –0.18 ... 2.11 0.29 SangamoTherap SGMO ... dd .78 –0.13 ...
239.22 108.35 monday.com MNDY ... dd 217.00 –3.45 ... 3.77 1.40 Novonix NVX ... dd 2.67 +0.16 ... 33.27 21.58 PeapackGladFin PGC .9 9 23.35 –0.90 .05 R 4.97 2.18 SangomaTechs SANG ... dd 4.75 +0.10 ...
14.23 1.92 Mondee MOND ... dd 2.21 –0.25 ... 10.99 0.76 Nukkleus NUKK ... dd .87 +0.07 ... 11.00 10.32 PearlHldgsAcqnA PRLH ... 32 10.75 ... ... 69.69 43.41 Sanmina SANM ... 13 59.61 –5.25 ...
78.59 60.75 Mondelez MDLZ 2.4 20 70.75 –1.10 .425 16.11 4.22 NurixTherap NRIX ... dd 13.08 –1.77 ... 69.26 37.66 Pegasystems PEGA .2 88 62.04 –2.45 .03 27.35 6.86 RaptTherap RAPT ... dd 8.47 –0.61 ... 57.82 42.63 Sanofi SNY ... 21 48.29 +0.04 ...
10.43 0.74 MoneyHero MNY ... dd 1.60 –0.22 ... 66.99 23.35 Nutanix NTNX ... dd 63.14 –2.71 ... 12.02 3.96 Peloton PTON ... dd 4.32 –0.36 ... 20.22 8.62 RBB Bancorp RBB 3.7 8 17.16 –0.51 .16 31.39 19.91 SapiensIntl SPNS 1.7 27 29.96 –0.21 .26
509.62 198.72 MongoDB MDB ... dd 355.44 –27.98 ... 89.39 23.10 Nuvalent NUVL ... dd 80.80 –3.59 ... 19.51 10.31 Pennant PNTG ... 42 18.40 +0.01 ... 81.56 50.43 RCI Hospitality RICK .4 19 54.47 –1.42 .06 3.25 0.40 SarcosTech&Robotic STRC ... dd 1.43 –0.24 ...
778.15 383.19 MonolithicPower MPWR .7 78 686.99 –45.22 1.25 25.35 25.21 NuvPfd&Incm NPFI ... ... 25.28 ... ... 32.15 10.11 RCM Tech RCMT ... 12 23.25 –4.48 ...
27.59 18.28 PennsWoodsBncp PWOD 6.9 8 18.56 –1.03 .32 159.89 55.25 SareptaTherap SRPT ... dd 123.05 –1.32 ...
50.20 22.72 Monro MNRO 3.8 28 29.34 –3.12 .28 43.81 13.32 Nuvei NVEI 1.8 dd 21.76 –1.54 .10 28.80 11.83 REGENXBIO RGNX ... dd 22.19 –0.56 ...
34.85 23.05 PeoplesBncpOH PEBO 5.7 8 27.40 –1.13 .39 5.70 1.63 Savara SVRA ... dd 4.71 –0.59 ...
61.23 47.13 MonsterBev MNST ... 39 60.45 +1.27 ... 974.00 251.30 NVIDIA NVDA .0 74 878.37 +3.09 .04 0.21 0.01 RF Acqn Rt RFACR ... ... .09 –0.01 ...
33.00 16.35 PeoplesBncpNC PEBK 2.7 10 27.70 –0.13 .19 45.10 26.14 ScanSource SCSC ... 12 41.90 –1.80 ...
8.83 2.44 MonteRosaTherap GLUE ... dd 6.41 +0.12 ... 18.20 4.00 Nyxoah NYXH ... dd 16.55 +0.53 ... 5.08 2.51 RF Industries RFIL ... dd 3.09 –0.12 ...
49.99 30.60 PeoplesFinSvcs PFIS 3.9 11 41.64 +0.42 .41 21.17 5.56 ScholarRock SRRK ... dd 14.45 –2.53 ...
11.07 10.22 MontereyCapA MCAC ... dd 11.07 +0.08 ... 24.41 15.36 RGC Resources RGCO 3.7 16 21.34 +1.00 .20
O 20.00 3.72 PepGen PEPG ... dd 15.44 +1.20 ... 45.98 30.50 Scholastic SCHL 2.2 21 36.93 –2.06 .20
316.05 163.28 Morningstar MORN .5 93 304.22 –4.37.405 18.70 8.87 R1 RCM RCM ... cc 13.52 –0.36 ...
196.88 155.83 PepsiCo PEP 3.1 25 164.66 +1.611.265 59.24 20.76 Schrodinger SDGR ... 50 26.04 –1.12 ...
63.08 19.35 Morphic MORF ... dd 34.55 –2.63 ... 56.00 24.12 OddityTech ODD ... cc 44.43 –0.45 ... 3.10 1.05 RackspaceTech RXT ... dd 1.59 –0.44 ...
19.62 11.50 PerdoceoEduc PRDO 2.5 8 17.65 +0.10 .11 145.17 95.43 ScienceApplicat SAIC 1.0 15 142.64 +1.07 .37
18.31 3.74 MorphoSys MOR ... dd 17.84 –0.07 ... 58.98 39.36 ODP ODP ... 15 51.18 –0.29 ... 36.64 17.57 RadiusRecycling RDUS 3.9 dd 19.33 –0.01.1875
13.99 6.80 PerellaWeinberg PWP 2.1 dd 13.50 +0.16 .07 12.75 4.63 scPharm SCPH ... dd 5.83 +0.45 ...
10.40 4.26 MotorcarParts MPAA ... dd 7.77 –0.76 ... 111.35 61.47 ON Semi ON ... 15 74.87 –4.08 ... 49.41 22.70 RadNet RDNT ... cc 44.45 –2.06 ...
96.93 51.23 Perficient PRFT ... 22 60.27 –3.26 ... 11.07 9.59 ScreamingEagleA SCRM ... 60 10.67 ... ...
11.48 10.67 MountainI A MCAA ... 50 11.46 ... ... 11.49 7.50 OP Bancorp OPBK 4.8 6 9.96 –0.50 .12 23.35 13.53 Radware RDWR ... dd 19.55 +1.18 ...
3.61 2.00 PerformantFin PFMT ... dd 2.91 –0.09 ... 11.02 3.70 ScrippsEW SSP ... dd 3.72 –0.54 ...
3.10 0.23 Movella MVLA ... dd .28 +0.02 ... 2.24 0.85 OPKO Health OPK ... dd .89 –0.06 ... 9.14 1.23 Rallybio RLYB ... dd 1.62 –0.25 ...
42.75 21.82 PerionNetwork PERI ... 10 22.28 +0.39 ... 29.98 17.93 SeacoastBkgFL SBCF 3.0 20 23.98 –1.13 .18
14.00 1.89 MultiSensorAI MSAI ... dd 2.31 –1.91 ... 1121.99 795.75 OReillyAuto ORLY ... 29 1113.18 +28.98 ... 22.70 5.94 RamacoRscsA METC 3.3 10 16.83 –3.85 .125
11.19 6.17 Perma-PipeIntl PPIH ... 13 8.20 +0.56 ... 101.26 54.32 Seagate STX 3.3 dd 86.01 –6.68 .70
17.00 3.23 MuralOncology MURA ... ... 4.81 –0.59 ... 139.90 90.67 OSI Systems OSIS ... 20 130.70 –1.82 ... 19.80 8.50 RamacoRscsB METCB 8.2 ... 11.85 –1.05.2416
3.27 0.89 Personalis PSNL ... dd 1.61 –0.04 ... 10.06 5.40 SecureWorks SCWX ... dd 6.40 +0.04 ...
7.60 3.01 Mynaric MYNA ... dd 4.67 +0.56 ... 21.64 17.70 OaktreeSpec OCSL11.5 13 19.20 –0.52 .55 76.38 43.19 Rambus RMBS ... 20 60.55 –3.21 ...
10.76 2.01 PetcoHealth WOOF ... dd 2.11 –0.55 ... 9.75 5.35 SecurityNatFin SNFCA ... 6 8.30 +0.13 ...
24.21 13.82 MyriadGenetics MYGN ... dd 21.16 –1.45 ... 2.71 0.44 Oatly OTLY ... dd .99 –0.02 ... 6.38 1.82 RaniTherap RANI ... dd 3.32 –0.48 ...
22.98 10.78 PetIQ PETQ ... cc 15.78 –0.54 ... 5.65 1.46 Seer SEER ... dd 1.98 –0.11 ...
20.17 12.01 OceanFirstFin OCFC 5.3 9 15.01 –0.31 .20 1.48 0.74 RapidMicro RPID ... dd .98 ... ...
N 18.20 4.68 PetMedExpress PETS24.7 dd 4.85 –0.17 .30 108.18 88.60 SelectiveIns SIGI 1.4 18 102.82 –1.70 .35
11.31 2.00 OcularTherapeutix OCUL ... dd 9.46 –0.52 ... 61.88 37.89 Rapid7 RPD ... dd 50.31 –3.59 ...
17.81 9.65 Pharming PHAR ... dd 11.49 –0.02 ... 4.96 0.52 Semantix STIX ... dd .77 –0.03 ...
46.26 17.76 Napco Security NSSC 1.0 33 39.00 –1.76 .10 14.50 6.26 Oculis OCS ... ... 11.37 –0.24 ... 5.21 0.39 RealGoodFood RGF ... dd .45 –0.24 ...
33.00 6.25 Pharvaris PHVS ... dd 23.35 –3.12 ... 33.15 13.13 Semtech SMTC ... dd 22.85 –0.50 ...
43.77 27.53 NBT Bancorp NBTB 3.8 13 33.97 –1.12 .32 12.74 1.92 OfficePropIncm OPI 2.0 dd 2.03 –0.23 .01 4.10 1.00 RealReal REAL ... dd 3.16 –0.50 ...
17.02 5.84 PhathomPharm PHAT ... dd 8.49 –0.39 ... 59.99 32.50 SenecaFoods A SENEA ... 12 53.38 +2.46 ...
4.69 0.60 NGM Biopharm NGM ... dd 1.57 +0.04 ... 25.95 21.67 OhioValleyBanc OVBC 3.6 9 24.44 +0.44 .22 16.75 4.54 RecursionPharm RXRX ... dd 11.22 +0.03 ...
45.50 32.00 Phenixfin PFX ... 3 45.30 +0.67 ... 58.00 31.51 SenecaFoods B SENEB ... 12 52.69 +2.58 ...
253.00 149.54 NICE NICE ... 47 237.80 –1.23 ... 114.50 65.04 Okta OKTA ... dd 106.10 –4.20 ... 58.00 43.50 RedRiverBcshs RRBI .7 10 48.53 –1.20 .09
15.98 9.40 PhibroAnimal PAHC 3.9 34 12.34 –0.55 .12 1.93 0.51 SenseiBiotherap SNSE ... dd 1.01 ... ...
32.50 20.61 NMI Holdings NMIH ... 8 30.01 +0.74 ... 4.30 1.35 Olaplex OLPX ... 21 1.88 –0.04 ... 16.50 6.30 RedRobin RRGB ... dd 6.44 –0.74 ...
5.40 0.97 NN NNBR ... dd 4.75 –0.11 ... 37.92 27.85 PhillipsEdison PECO 3.3 75 35.25 –0.72.0975 1.79 1.09 SenstarTech SNT ... 22 1.18 +0.04 ...
452.34 295.80 OldDomFreight ODFL .5 37 421.11 –7.18 .26 59.62 37.82 RedRockResorts RRR 1.8 22 55.02 –2.24 .25
119.56 89.30 NV5Global NVEE ... 34 97.19 –1.44 ... 34.16 13.86 Photronics PLAB ... 13 27.88 –0.98 ... 10.44 1.52 SeraPrognostics SERA ... dd 9.26 –0.27 ...
17.64 11.66 OldNatlBncp ONB 3.4 8 16.40 –0.38 .14 17.68 4.26 Redfin RDFN ... dd 6.01 –1.06 ...
264.26 155.31 NXP Semicon NXPI 1.7 22 237.54 –14.491.014 33.99 19.96 Pilgrim'sPride PPC ... 25 33.69 +1.30 ... 6.87 0.73 SeresTherap MCRB ... dd .79 –0.18 ...
16.76 10.79 Old2ndBcp OSBC 1.5 7 13.19 –0.54 .05 11.23 9.35 RedwoodsAcqn RWOD ... 74 10.35 –0.18 ...
11.00 10.12 NaborsEnerIIA NETD ... ... 10.41 –0.04 ... 92.33 43.31 PinnacleFinPtrs PNFP 1.1 11 79.40 –4.24 .22 10.20 6.31 ServiceProperties SVC 12.3 dd 6.51 –0.08 .20
17.79 3.00 OlemaPharm OLMA ... dd 11.55 –1.45 ... 0.28 0.07 RedwoodsAcqnRt RWODR ... ... .28 +0.03 ...
4.75 0.97 NanoLabs NA ... ... 1.98 +0.18 ... 1.45 0.55 PintecTech PT ... dd 1.10 –0.08 ... 7.13 1.41 17Educ&Tech YQ ... dd 2.90 –0.24 ...
26.01 14.10 OlinkHolding OLK ... dd 23.93 +0.28 ... 68.47 54.72 RegencyCtrs REG 4.5 29 59.08 –2.79 .67
22.69 4.89 NanoXImaging NNOX ... dd 10.78 +0.57 ... 3.08 1.01 Pixelworks PXLW ... dd 2.77 –0.03 ... 5.53 1.62 Shapeways SHPW ... dd 1.66 –0.29 ...
84.38 50.95 Ollie'sBargain OLLI ... 29 74.00 –0.55 ... 998.33 684.81 RegenPharm REGN ... 28 964.47 –4.36 ...
11.00 1.75 Nanobiotix NBTX ... dd 6.95 –0.09 ... 17.02 11.28 PlainsAllAmPipe PAA 7.5 12 16.89 +0.17.3175 2.33 0.77 Sharecare SHCR ... dd .98 +0.03 ...
73.49 40.85 OlympicSteel ZEUS .9 17 65.63 +1.65 .15 28.00 5.70 Regis RGS ... dd 7.80 –1.24 ...
60.72 46.88 Nasdaq NDAQ 1.5 28 59.68 –0.33 .22 17.63 11.86 PlainsGP PAGP 7.3 17 17.43 ....3175 11.11 1.33 ShattuckLabs STTK ... dd 8.71 –0.42 ...
117.63 63.43 OmegaFlex OFLX 1.8 35 72.76 +2.85 .33 19.23 5.95 RelayTherap RLAY ... dd 7.95 –2.37 ...
93.48 36.90 Natera NTRA ... dd 89.52 +0.46 ... 9.77 6.88 PlayaHotels PLYA ... 28 9.39 –0.17 ... 25.51 17.27 ShenandoahTel SHEN .5 cc 17.60 –0.72 .09
10.09 1.30 OmegaTherap OMGA ... dd 3.62 –0.49 ... 7.22 2.00 RelmadaTherap RLMD ... dd 5.42 –0.93 ...
83.00 61.35 Nathan's NATH 2.9 15 68.36 –0.73 .50 5.01 1.90 Playstudios MYPS ... dd 2.10 –0.04 ... 7.99 5.75 Shimmick SHIM ... ... 6.80 +0.04 ...
7.80 0.92 Omeros OMER ... 11 3.65 –0.73 ... 27.95 15.64 RemitlyGlobal RELY ... dd 20.13 –0.82 ...
55.12 43.74 NationalBeverage FIZZ ... 26 47.08 –2.76 ... 12.90 6.25 Playtika PLTK 5.6 11 7.15 –0.01 .10 28.34 11.62 ShoalsTech SHLS ... 49 12.06 –0.96 ...
6.72 3.14 OmniAb OABI ... dd 5.23 –0.22 ... 4.04 0.24 Renalytix RNLX ... dd .86 –0.23 ...
6.49 1.01 NatlCineMedia NCMI ... 1 4.24 +0.32 ... 114.06 83.84 Plexus PLXS ... 20 91.76 –3.66 ... 315.95 157.00 ShockwaveMed SWAV ... 71 274.00 +22.29 ...
77.14 25.69 Omnicell OMCL ... dd 27.69 –0.86 ... 11.30 0.98 ReneoPharm RPHM ... dd 1.66 ... ...
47.25 36.21 NatlResearch NRC 1.2 32 39.70 –0.76 .12 30.85 12.61 PliantTherap PLRX ... dd 15.19 –0.36 ... 33.30 19.24 ShoeCarnival SCVL 1.7 11 32.59 +0.98 .135
12.09 5.98 1-800-FLOWERS FLWS ... dd 10.23 +0.01 ... 7.79 4.32 ReNewEnergy RNW ... 52 6.18 –0.47 ...
27.02 13.71 NationalVision EYE ... dd 22.88 –0.93 ... 4.96 1.30 PolestarAuto PSNY ... dd 1.63 –0.09 ... 15.37 9.66 ShoreBancshares SHBI 4.5 17 10.78 –0.55 .12
5.12 3.72 180DegreeCap TURN ... dd 4.33 –0.03 ... 13.85 3.08 RepareTherap RPTX ... dd 5.29 –0.56 ...
488.90 226.19 NatlWesternLife NWLI .1 18 485.55 +0.11 .36 10.19 6.51 PonceFinl PDLB ... 59 8.84 –0.12 ... 27.36 9.81 Shyft SHYF 1.9 58 10.72 –0.05 .05
3.36 1.19 111 YI ... dd 1.52 +0.16 ... 211.13 110.45 Repligen RGEN ... cc 189.93 –5.54 ...
9.69 5.06 NaturalAlt NAII ... dd 5.66 –0.29 ... 15.00 10.15 PonoCapTwoA PTWO ... cc 12.16 +0.16 ... 23.21 15.01 SierraBancorp BSRR 5.0 8 18.43 –0.79 .23
6.30 3.45 1stdibs.com DIBS ... dd 5.90 +0.65 ... 24.81 5.89 Replimune REPL ... dd 8.53 –0.50 ...
11.55 1.71 Nature'sMiracle NMHI ... 8 1.80 –2.94 ... 422.73 307.77 Pool POOL 1.1 30 399.31 –15.75 1.10 11.20 1.04 SightSciences SGHT ... dd 4.49 –0.39 ...
13.51 0.42 OneMedNet ONMD ... dd .83 +0.03 ... 57.54 37.23 RepublicBcpKYA RBCAA 3.3 11 48.83 –1.37 .407
4.65 2.16 NautilusBiotech NAUT ... dd 2.56 –0.42 ... 89.70 49.65 Popular BPOP 3.0 11 82.25 –2.62 .62 27.72 4.55 SilenceTherap SLN ... dd 22.84 –2.75 ...
39.15 21.78 OneWaterMarine ONEW ... dd 24.82 +0.88 ... 7.62 5.19 ReservoirMedia RSVR ... cc 7.50 +0.16 ...
19.69 14.10 Navient NAVI 3.9 9 16.58 +0.13 .16 23.99 12.57 Portillo's PTLO ... 41 12.85 –1.00 ... 40.70 13.75 Silicom SILC ... dd 15.57 +0.17 ...
12.00 10.48 OnyxAcqnIA ONYX ... cc 11.07 –0.01 ... 17.99 12.50 ResourcesConnect RGP 4.2 17 13.26 –0.78 .14
11.17 4.56 NavitasSemi NVTS ... dd 4.60 –0.25 ... 21.29 16.27 PortmanRidge PTMN14.5 16 19.10 +0.05 .69 179.80 74.56 SiliconLabs SLAB ... dd 130.90 –15.43 ...
11.99 4.89 OpenLending LPRO ... 37 6.67 –0.58 ... 15.17 10.99 RetailOppor ROIC 4.8 46 12.56 –0.45 .15
30.99 16.38 Nayax NYAX ... dd 25.75 –0.95 ... 4.27 1.54 PoseidaTherap PSTX ... dd 3.22 –0.85 ... 95.33 49.50 SiliconMotion SIMO 1.4 46 72.48 +0.74 .50
45.47 32.04 OpenText OTEX 2.6 82 38.48 +0.06 .25 37.98 5.00 RevanceTherap RVNC ... dd 5.31 –0.71 ...
35.83 21.26 nCino NCNO ... dd 29.57 +0.26 ... 14.36 7.12 Potbelly PBPB ... 68 11.45 –1.40 ... 46.57 6.08 SilkRoadMed SILK ... dd 15.85 –0.55 ...
5.41 1.25 OpendoorTech OPEN ... dd 2.67 –0.39 ... 35.60 15.44 RevolutionMed RVMD ... dd 31.83 –0.42 ...
28.95 12.51 NeoGames NGMS ... dd 28.90 +0.06 ... 54.44 41.31 PotlatchDelt PCH 4.0 58 44.78 –2.21 .45 10.47 7.29 SilverSpikeInvt SSIC 9.9 ... 9.86 +0.16 .25
28.58 8.17 Opera OPRA 5.1 21 15.33 –0.28 .40 30.54 24.80 ReynoldsCnsmr REYN 3.2 20 28.84 –0.12 .23
24.10 14.44 Neogen NEOG ... cc 15.18 –1.19 ... 197.87 38.87 PowellIndustries POWL .7 25 160.86 +10.04 .265 23.20 14.38 SilvercrestAsset SAMG 5.1 15 14.80 –1.11 .19
7.73 2.13 OportunFin OPRT ... dd 3.07 –0.55 ... 52.57 15.50 RhythmPharm RYTM ... dd 40.00 –1.94 ...
18.18 6.38 NerdWallet NRDS ... dd 15.30 –0.64 ... 99.60 66.90 PowerIntegrations POWI 1.1 72 70.08 –3.86 .20 20.82 13.36 SimmonsFirstNat SFNC 4.6 13 18.41 –1.31 .21
4.84 1.60 Opthea OPT ... dd 3.45 +0.12 ... 3.85 1.78 RibbonComms RBBN ... dd 2.94 +0.08 ...
112.48 59.81 NetApp NTAP 2.0 23 102.35 –0.91 .50 4.19 1.64 PowerFleet PWFL ... dd 3.63 +0.64 ... 52.69 32.69 SimulationsPlus SLP .6 82 43.09 –0.86 .06
4.74 2.26 OpticalCable OCC ... dd 2.87 –0.37 ... 23.36 8.08 RichardsonElec RELL 2.9 15 8.40 –0.03 .06
118.90 80.79 NetEase NTES 2.4 17 106.93 +1.001.0799 11.80 10.07 PowerUpAcqn PWUP ... 98 11.00 –0.05 ... 21.17 9.39 Sinclair SBGI 7.8 dd 12.76 +0.23 .25
2.07 0.90 Optinose OPTN ... dd 1.88 +0.20 ... 1.96 0.71 RigelPharm RIGL ... dd 1.36 –0.21 ...
624.42 293.54 Netflix NFLX ... 50 605.88 +1.06 ... 59.98 11.85 PraxisPrecision PRAX ... dd 55.14 –0.85 ... 7.95 3.32 SiriusXM SIRI 2.6 12 4.05 –0.11.0266
35.74 24.23 OptionCare OPCH ... 21 31.22 –1.12 ... 5.32 2.01 RiminiStreet RMNI ... 11 3.15 +0.07 ...
18.75 10.40 Netgear NTGR ... dd 14.59 +0.01 ... 1.88 0.81 Precigen PGEN ... dd 1.43 –0.32 ... 142.88 81.09 SiTime SITM ... dd 84.13 –12.29 ...
8.45 4.38 OraSureTechs OSUR ... 9 6.65 –0.58 ... 6.57 4.17 RiverviewBncp RVSB 4.9 11 4.90 +0.13 .06
31.66 19.74 NetScout NTCT ... dd 22.42 +0.66 ... 77.65 42.42 PreferredBankLA PFBC 3.9 7 71.89 –3.57 .70 37.00 18.25 SkywardSpecIns SKWD ... 18 35.76 +0.19 ...
23.39 4.26 OrchestraBioMed OBIO ... dd 5.16 –1.09 ... 28.06 10.05 Rivian RIVN ... dd 11.04 –1.74 ...
21.00 9.35 NeumoraTherap NMRA ... dd 15.09 –2.91 ... 184.82 104.96 PreformedLine PLPC .6 10 126.67 –2.34 .20 69.16 17.84 SkyWest SKYW ... 76 66.34 –1.25 ...
2.92 0.97 OrganiGram OGI ... dd 2.07 +0.05 ... 17.00 2.70 Roadzen RDZN ... cc 6.47 –0.02 ...
143.35 89.04 Neurocrine NBIX ... 57 139.10 –0.12 ... 8.57 1.66 PreludeTherap PRLD ... dd 4.74 +0.32 ... 118.42 85.06 Skyworks SWKS 2.6 18 104.07 –2.25 .68
16.65 4.30 OricPharm ORIC ... dd 15.10 +0.11 ... 19.23 7.91 Robinhood HOOD ... dd 18.15 +1.15 ...
40.18 12.20 Neurogene NGNE ... dd 37.53 +0.28 ... 24.87 13.60 PremierFinl PFC 6.5 6 19.07 –1.44 .31 39.98 9.00 SleepNumber SNBR ... dd 13.53 –3.46 ...
21.60 9.57 OrthofixMed OFIX ... dd 13.74 –0.26 ... 32.53 14.89 RocketPharm RCKT ... dd 26.81 –1.06 ...
4.44 1.03 Neuronetics STIM ... dd 3.90 –0.22 ... 33.58 18.89 Premier PINC 4.0 15 21.13 –0.19 .21 2.48 1.44 SmartSand SND ... 15 1.91 –0.08 ...
53.50 23.10 OrthoPediatrics KIDS ... dd 24.99 –2.71 ... 32.38 11.78 RockyBrands RCKY 2.5 17 24.57 –2.54 .155
18.15 3.42 NeuroPace NPCE ... dd 13.18 –1.04 ... 16.50 3.84 Prenetics PRE ... dd 4.68 –0.99 ... 17.77 10.38 Smith&Wesson SWBI 2.7 31 17.54 +0.15 .12
99.49 68.09 OtterTail OTTR 2.3 12 80.84 –4.15.4675 5.99 3.45 RockyMtnChoc RMCF ... dd 3.57 –0.40 ...
40.04 25.06 NewFortressEner NFE 1.3 12 31.38 –1.37 .10 5.74 0.15 PrestoAutomation PRST ... dd .28 +0.02 ... 12.06 6.70 SnapOne SNPO ... dd 7.17 –1.02 ...
5.95 3.34 Outbrain OB ... 20 3.69 –0.17 ... 13.24 6.59 RoivantSciences ROIV ... 2 10.14 –0.54 ...
13.23 11.38 NewMtnFin NMFC10.4 10 12.34 –0.41 .04 84.93 61.82 PriceSmart PSMT 1.4 22 80.67 –2.23 .58 2.98 0.83 SoYoungIntl SY ... 22 1.00 –0.06 ...
24.13 2.06 OutsetMedical OM ... dd 2.17 –0.78 ... 108.84 51.62 Roku ROKU ... dd 63.99 –0.51 ...
11.67 10.34 NewProvidenceII A NPAB ... 66 10.77 ... ... 17.20 5.54 PrimeMedicine PRME ... dd 7.16 –0.92 ... 11.70 4.45 SoFiTech SOFI ... dd 7.03 –0.68 ...
4.14 2.12 OvidTherap OVID ... dd 2.72 –0.36 ... 53.37 3.43 Root ROOT ... dd 52.89 +7.12 ...
10.63 6.95 NY Mortgage NYMT 11.1 dd 7.21 ... .20 13.69 7.01 PrimisFinl FRST 3.4 29 11.87 –0.40 .10 14.78 7.80 Sohu.com SOHU ... dd 9.93 +0.68 ...
5.70 4.41 OxfordLane OXLC19.0 8 5.06 –0.12 .08 562.69 422.54 RoperTech ROP .5 43 547.35 +1.40 .75
26.35 5.63 NewAmstPharma NAMS ... ... 22.03 +1.06 ... 38.20 23.49 PrincetonBncp BPRN 4.0 7 30.18 –0.06 .30 4.58 0.90 SolGelTech SLGL ... dd 1.04 –0.06 ...
3.29 2.60 OxfordSquare OXSQ13.8 9 3.05 –0.09 .035 151.12 99.00 RossStores ROST 1.0 26 145.12 –0.62.3675
12.75 6.50 NewellBrands NWL 3.4 dd 8.18 +0.32 .07 84.65 65.17 PrincipalFinl PFG 3.3 34 82.55 +2.58 .69 322.19 61.41 SolarEdgeTech SEDG ... cc 61.56 –14.16 ...
PQ 11.24 10.39 RothCHAcqnA USCT ... 81 11.11 ... ...
11.36 5.07 Newmark NMRK 1.1 43 10.57 –0.23 .03 30.15 19.18 PriviaHealth PRVA ... cc 20.34 –2.58 ... 13.49 3.50 SolarmaxTech SMXT ... cc 8.28 +1.20 ...
11.93 10.15 RothCHAcqnV ROCL ... dd 10.79 –0.04 ...
28.00 15.81 NewsCorp A NWSA .8 64 25.51 –0.83 .10 29.83 14.99 PAM Transport PTSI ... 19 15.85 –0.35 ... 5.38 1.95 Procaps PROC ... 6 3.14 ... ... 14.48 1.81 SolidBiosci SLDB ... dd 13.08 +1.94 ...
147.82 100.55 RoyalGold RGLD 1.4 31 111.54 –1.21 .40
28.92 15.90 NewsCorp B NWS .8 67 26.44 –0.91 .10 19.04 12.86 PCB Bancorp PCB 4.6 7 15.79 –0.06 .18 15.33 6.46 ProFrac ACDC ... dd 7.92 +0.12 ... 3.20 1.10 SolidPower SLDP ... dd 1.38 –0.14 ...
38.19 25.92 RoyaltyPharma RPRX 2.8 12 30.09 –0.28 .21
19.36 10.75 NewtekOne NEWT 6.6 7 10.92 –0.64 .18 70.55 37.76 PCConnection CNXN .5 20 64.33 –1.15 .10 62.34 49.02 ProgressSoftware PRGS 1.3 33 52.58 –1.31 .175 13.85 0.37 SolidionTech STI ... 23 1.74 +0.96 ...
50.50 33.37 RushEnt A RUSHA 1.4 9 49.24 +0.88 .17
187.32 132.30 NexstarMedia NXST 4.1 17 163.46 –0.04 1.69 152.99 59.67 PDD PDD ... 28 123.74 +13.40 ... 44.95 29.44 Progyny PGNY ... 57 35.17 –0.32 ... 19.00 2.33 Sonder SOND ... dd 5.50 +0.52 ...
53.11 36.57 RushEnt B RUSHB 1.3 10 50.64 +0.58 .17
2.24 0.05 Next.e.GO EGOX ... dd .06 –0.03 ... 48.02 26.12 PDF Solutions PDFS ... cc 32.56 –1.83 ... 10.90 10.20 ProjectEnReimag PEGR ... 66 10.71 –0.04 ... 21.98 9.78 Sonos SONO ... dd 18.81 –0.25 ...
58.21 14.91 RxSight RXST ... dd 47.19 –5.36 ...
2.09 0.98 NextCure NXTC ... dd 1.45 –0.20 ... 31.63 16.46 PENN Entmt PENN ... dd 17.64 –0.67 ... 5.69 0.35 ProSomnus OSA ... dd .65 +0.02 ... 7.37 2.13 SophiaGenetics SOPH ... dd 4.46 –0.27 ...
143.04 87.11 Ryanair RYAAY 1.3 15 141.96 +0.27.9653
62.14 28.24 Nextracker NXT ... 36 59.49 –0.08 ... 2.18 0.43 PLBY Group PLBY ... dd .81 –0.02 ... 7.04 5.03 ProspectCapital PSEC12.9 dd 5.56 +0.12 .06 19.40 12.34 SoteraHealth SHC ... 81 14.52 +0.69 ...
9.72 1.18 PMV Pharm PMVP ... dd 1.76 +0.06 ... 33.34 13.72 ProtagonistTherap PTGX ... dd 28.98 –1.34 ... S 2.50 1.32 SotherlyHotels SOHO ... dd 1.42 –0.02 ...
7.77 3.16 NexxenIntl NEXN ... dd 4.86 –0.15 ...
7.45 4.37 NicholasFin NICK ... dd 6.94 +0.06 ... 41.69 11.85 PRA Group PRAA ... dd 22.84 –2.96 ... 4.95 1.04 ProtaraTherap TARA ... dd 3.68 –0.12 ... 36.28 24.51 S&T Bancorp STBA 4.3 8 30.42 –1.63 .33 10.25 1.49 SoundHoundAI SOUN ... dd 8.91 +3.05 ...
3.71 0.52 Nikola NKLA ... dd .64 –0.03 ... 52.32 24.83 ProceptBio PRCT ... dd 47.59 –1.69 ... 79.65 24.29 Prothena PRTA ... dd 26.07 –4.15 ... 267.42 185.23 SBA Comm SBAC 1.8 47 215.48 –8.22 .98 30.22 18.75 SouthPlainsFin SPFI 2.0 7 25.81 –0.04 .13
5.51 1.49 9F JFU ... ... 3.50 ... ... 188.75 117.82 PTC PTC ... 92 181.81 –3.62 ... 15.40 10.16 ProvidentFin PROV 4.0 12 14.08 +0.03 .14 3.87 1.15 SCYNEXIS SCYX ... 1 1.45 –0.21 ... 39.36 20.75 SouthernFirstBcsh SFST ... 19 30.85 –2.52 ...
12.51 4.85 908Devices MASS ... dd 6.72 –0.14 ... 59.84 17.53 PTC Therap PTCT ... dd 29.55 –1.61 ... 14.55 0.51 PsyenceBiomed PBM ... dd 1.29 –0.82 ... 69.94 52.20 SEI Investments SEIC 1.3 20 68.63 –0.43 .46 55.45 30.28 SoMO Bancorp SMBC 2.0 11 42.90 –1.00 .21
10.53 10.08 99Acqn NNAG ... cc 10.29 +0.01 ... 118.95 67.48 Paccar PCAR .9 14 118.33 +3.68 .27 23.86 10.92 PubMatic PUBM ... cc 22.90 +2.15 ... 29.51 15.57 SI-BONE SIBN ... dd 16.04 –1.49 ... 30.74 19.61 SouthernStBcsh SSBK 1.4 7 24.90 ... .09
0.25 0.12 99AcqnRt NNAGR ... ... .18 +0.01 ... 14.55 3.73 PacBiosciCA PACB ... dd 3.79 –0.64 ... 14.84 7.75 Pulmonx LUNG ... dd 8.95 –0.14 ... 7.36 4.22 SIGA Tech SIGA .0 8 7.33 +2.47 .60 35.72 25.38 SouthsideBcshs SBSI 5.2 10 27.61 –1.23 .36
4.82 1.57 NiuTech NIU ... dd 1.78 +0.05 ... 30.13 17.53 PacificPremBncp PPBI 5.8 77 22.61 –1.05 .33 7.73 2.13 PumaBiotech PBYI ... 11 5.00 –0.35 ... 11.61 10.41 SKGrowthOppsA SKGR ... 36 11.05 –0.01 ... 10.27 10.07 SparkIAcqnA SPKL ... dd 10.27 +0.03 ...
16.24 1.28 Nkarta NKTX ... dd 12.17 –2.47 ... 48.60 25.93 PaciraBioSci PCRX ... 38 29.41 –2.00 ... 33.07 17.08 PureTechHealth PRTC ... dd 25.58 +0.01 ... 21.33 10.81 SLM SLM 2.1 9 20.54 –0.14 .11 25.40 19.04 SpartanNash SPTN 4.4 17 19.98 –0.59.2175
12.88 0.78 NKGenBiotech NKGN ... dd 1.96 –0.22 ... 15.25 6.85 PactivEvergreen PTVE 3.1 dd 13.08 –0.14 .10 3.78 0.55 PurpleInnovation PRPL ... dd 1.56 –0.39 ... 15.86 13.48 SLR Invt SLRC10.8 11 15.13 –0.52 .41 15.40 0.98 Spectaire SPEC ... dd .98 –0.33 ...
15.91 8.13 nLIGHT LASR ... dd 12.41 –0.32 ... 380.84 176.30 PaloAltoNtwks PANW ... 44 282.16 +1.96 ... 9.70 1.96 Puyi PUYI ... dd 8.96 –0.42 ... 29.99 12.66 SMART Global SGH ... ... 22.16 –1.42 ... 2.00 0.99 SperoTherap SPRO ... 4 1.79 +0.13 ...
11.42 0.12 noco-noco NCNC ... 4 .23 ... ... 84.58 46.09 Palomar PLMR ... 26 82.02 +7.70 ... 6.92 1.35 PyxisOncology PYXS ... dd 5.12 –0.51 ... 1.61 0.49 SPI Energy SPI ... dd .61 –0.01 ... 156.97 82.19 Splunk SPLK ... cc 156.90 +0.45 ...
5.29 1.65 Noodles NDLS ... dd 1.80 –0.44 ... 86.38 60.66 PapaJohn's PZZA 2.6 28 69.61 –0.51 .46 62.94 35.14 QCR Holdings QCRH .4 8 55.97 –1.63 .06 52.40 32.01 SP Plus SP ... 33 51.70 +0.11 ... 18.14 9.51 SpokHoldings SPOK 7.3 22 17.07 –0.52.3125
275.67 202.74 Nordson NDSN 1.0 31 263.20 –1.56 .68 27.23 13.40 ParamountA PARAA .9 dd 22.39 +1.76 .05 14.40 1.10 QT Imaging QTI ... dd 1.20 –0.15 ... 218.74 140.00 SPS Commerce SPSC ... cc 180.02 –4.57 ... 15.57 8.08 Sportradar SRAD ... dd 10.13 +0.11 ...
59.00 33.15 NortheastBank NBN .1 7 50.75 –2.69 .01 24.00 10.16 ParamountB PARA 1.8 dd 11.21 +0.28 .05 20.40 13.12 QifuTechnology QFIN 4.3 5 18.31 +2.88 .50 2.57 0.17 Srivaru SVMH ... 62 .22 –0.02 ... 8.85 2.98 SportsmansWrhs SPWH ... dd 3.16 –0.24 ...
14.97 10.08 NorthernTechsIntl NTIC 2.0 41 13.97 –0.20 .07 28.79 10.90 Park-Ohio PKOH 1.9 42 26.02 +2.32 .125 121.65 80.62 Qorvo QRVO ... dd 111.85 –4.22 ... 64.99 46.61 SS&C Tech SSNC 1.5 26 62.02 +0.03 .24 10.97 10.32 SpringValleyII A SVII ... 35 10.92 –0.01 ...
90.59 62.44 NorthernTrust NTRS 3.7 16 81.46 –0.35 .75 1.79 0.58 PassageBio PASG ... dd 1.50 +0.05 ... 177.59 101.47 Qualcomm QCOM 1.9 24 167.20 –3.37 .80 17.72 3.76 SSR Mining SSRM 7.0 dd 3.98 –0.32 .07 53.92 18.00 SpringWorks SWTX ... dd 50.28 –0.79 ...
13.48 8.39 NorthfieldBanc NFBK 5.5 11 9.48 –0.73 .13 60.49 39.75 PathwardFinl CASH .4 8 47.70 –3.46 .05 206.35 107.00 Qualys QLYS ... 41 166.35 –2.31 ... 18.76 15.26 SWK Holdings SWKH ... 14 17.45 +1.11 ... 65.53 32.12 SproutsFarmers SFM ... 26 64.53 +1.18 ...
59.90 33.29 NorthrimBanCorp NRIM 5.0 11 48.51 –0.65 .61 16.20 12.81 PatriaInvts PAX 7.3 18 14.65 –0.20 .399 28.99 1.41 QuantaSing QSG ... 6 3.01 +0.30 ... 14.82 10.08 SabraHealthcare SBRA 8.5 cc 14.13 +0.22 .30 5.95 0.78 SpruceBio SPRB ... dd .81 –4.30 ...
11.50 10.30 NorthViewAcqn NVAC ... 82 11.27 +0.02 ... 11.97 10.50 PatriaLatAm PLAO ... 26 11.28 +0.01 ... 29.70 10.02 Quanterix QTRX ... dd 26.55 +0.01 ... 5.77 1.81 Sabre SABR ... dd 1.98 –0.14 ... 47.61 2.66 SpyreTherapeutics SYRE ... dd 45.37 +7.44 ...
0.18 0.06 NorthViewRt NVACR ... ... .12 +0.01 ... 123.58 63.57 PatrickIndustries PATK 2.0 17 112.76 +0.64 .55 1.32 0.24 Quantum QMCO ... dd .72 +0.19 ... 88.72 65.78 SafetyInsurance SAFT 4.4 65 82.43 +3.65 .90 73.13 26.66 StaarSurgical STAA ... 87 37.72 +1.86 ...
13.31 9.80 NorthwestBcshs NWBI 7.2 10 11.08 –0.57 .20 10.10 3.54 PatriotNatBncp PNBK ... dd 3.79 –0.20 ... 3.90 1.12 Quantum-Si QSI ... dd 1.73 –0.50 ... 27.00 18.89 SagaComm SGA 4.4 15 22.70 –1.80 .60 8.59 3.83 Stagwell STGW ... dd 5.75 +0.20 ...
34.25 25.58 NorthwestPipe NWPX ... 16 33.83 –0.08 ... 34.53 25.00 Patterson PDCO 3.8 13 27.22 +0.05 .26 10.34 10.07 QuettaAcqn QETA ... ... 10.18 –0.01 ... 59.99 16.52 SageTherap SAGE ... dd 19.97 –2.12 ... 3.16 1.46 StdBioTools LAB ... dd 2.62 –0.16 ...
March 18, 2024 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.
25.16 16.57 StarBulkCarriers SBLK 6.0 13 23.64 –1.25 .45 0.44 0.08 TrailblazerI Rt TBMCR ... ... .08 ... ... 12.19 6.37 VersaBank VBNK .7 8 10.16 –0.42.0184 13.31 1.59 WW Intl WW ... dd 2.26 –0.74 ... XYZ
1.59 0.65 StarEquity STRR ... 1 .91 ... ... 10.57 10.08 TrailblazerI A TBMC ... cc 10.57 +0.02 ... 35.38 17.18 Vertex VERX ... dd 29.81 +0.32 ... 34.07 23.36 WaFd WAFD 3.9 8 26.76 –1.30 .26
20.79 10.76 Star STHO ... dd 11.87 –0.32 ... 9.44 4.92 TransActTechs TACT ... 11 5.05 –1.85 ... 448.40 293.40 VertexPharm VRTX ... 29 407.69 –5.90 ... 2.70 1.59 Wag! PET ... dd 2.04 –0.16 ... 47.40 1.81 XBPEurope XBP ... dd 2.66 –0.96 ...
115.48 89.21 Starbucks SBUX 2.5 24 90.12 –0.94 .57 115.41 74.89 Transcat TRNS ... 87 112.25 +4.70 ... 21.42 8.22 VerveTherap VERV ... dd 13.81 –1.15 ... 36.58 19.68 WalgreensBoots WBA 4.8 31 20.82 –0.34 .25 10.39 1.40 XIAO-I AIXI ... ... 2.00 +0.12 ...
7.98 2.51 StealthGas GASS ... 4 6.09 –0.07 ... 99.63 36.42 TransMedics TMDX ... dd 75.94 –7.81 ... 27.65 5.22 ViaRenewables VIA ... 12 10.90 +0.03 ... 11.44 7.82 WalkMe WKME ... dd 8.60 –0.19 ... 26.50 13.48 XOMA XOMA ... dd 26.32 +1.61 ...
138.95 90.55 SteelDynamics STLD 1.3 9 137.90 +6.42 .46 10.86 4.51 Travelzoo TZOO ... 12 10.16 +0.52 ... 10.98 3.75 ViantTech DSP ... dd 9.94 –0.19 ... 15.56 8.02 WarnerBrosA WBD ... dd 8.54 –0.19 ... 27.71 10.51 XP XP 10.4 18 25.37 +0.06 .73
37.40 19.83 StepStone STEP 2.5 38 33.37 –0.44 .21 23.18 5.25 TravereTherap TVTX ... dd 7.49 –1.17 ... 47.35 15.02 ViaSat VSAT ... dd 17.49 –1.32 ... 38.05 23.62 WarnerMusic WMG 2.1 37 32.94 –0.99 .17 7.24 3.05 XBiotech XBIT ... dd 5.91 –0.49 ...
57.06 37.78 Stericycle SRCL ... dd 52.30 +0.10 ... 27.97 5.27 TreaceMed TMCI ... dd 11.88 –1.25 ... 13.62 8.74 Viatris VTRS 4.0 cc 11.94 –0.32 .12 37.06 21.69 WashTrBcp WASH 8.9 9 25.15 –1.01 .56 71.96 46.79 XcelEnergy XEL 4.2 16 51.99 +0.97.5475
16.68 10.00 SterlingCheck STER ... ... 15.92 –0.04 ... 3.50 0.97 TreviTherap TRVI ... dd 3.35 +0.51 ... 11.65 7.26 ViaviSolutions VIAV ... cc 9.86 –0.80 ... 15.57 9.62 WaterstoneFinl WSBF 5.3 25 11.38 –0.56 .15 30.21 16.49 Xencor XNCR ... dd 23.09 –1.16 ...
116.36 34.23 SterlingInfr STRL ... 24 107.37 –3.79 ... 46.37 28.66 TriCoBancshares TCBK 3.8 10 34.49 –0.90 .33 98.38 35.00 Vicor VICR ... 30 36.07 –0.84 ... 115.22 51.47 WeatherfordIntl WFRD ... 20 112.91 +4.68 ... 50.99 27.99 XenonPharm XENE ... dd 43.96 –2.28 ...
45.63 29.92 StevenMadden SHOO 2.0 18 41.63 –0.36 .21 29.07 22.59 TriMas TRS .6 26 24.92 +0.17 .04 40.90 27.73 VictoryCapital VCTR 3.2 13 40.16 +0.47 .335 21.58 7.84 Weibo WB .0 7 9.91 +0.90 .85 3.26 1.25 XerisBiopharma XERS ... dd 2.23 –0.12 ...
5.48 2.21 StitchFix SFIX ... dd 2.25 –0.26 ... 63.93 39.57 Trimble TRMB ... 50 62.07 –1.02 ... 36.60 0.62 View VIEW ... dd 1.30 –0.23 ... 11.68 10.30 WelsbachTech WTMA ... dd 10.91 +0.01 ... 19.78 12.06 Xerox XRX 6.1 dd 16.44 –0.26 .25
56.00 36.93 StockYardsBncp SYBT 2.7 12 43.77 –2.57 .30 6.20 1.85 TrinityBiotech TRIB ... dd 2.24 +0.01 ... 12.74 2.53 VigilNeurosci VIGL ... dd 3.35 +0.11 ... 0.27 0.04 WelsbachTechRt WTMAR ... ... .10 ... ... 3.67 0.49 XilioTherap XLO ... dd .69 –0.14 ...
14.00 3.35 StokeTherap STOK ... dd 6.39 –1.18 ... 15.44 11.15 TrinityCapital TRIN 13.1 8 14.80 –0.05 .50 99.41 8.28 VikingTherap VKTX ... dd 62.56 –9.22 ... 23.90 17.64 Wendy's WEN 5.5 19 18.33 –0.09 .25 38.74 12.45 Xometry XMTR ... dd 16.44 –1.73 ...
19.46 8.63 StoneCo STNE ... 28 17.30 +0.62 ... 47.45 30.70 Trip.com TCOM ... 21 43.42 +0.01 ... 27.90 20.25 VillageSuper A VLGEA 3.6 8 27.58 +0.83 .25 8.19 1.57 WerewolfTherap HOWL ... dd 6.14 –0.37 ... 26.38 24.96 XtrkRreefGlbNat NRES .0 ... 26.38 +0.53.0617
74.01 49.62 StoneX SNEX ... 9 67.10 –1.38 ... 28.20 14.15 Tripadvisor TRIP ... cc 27.34 +0.78 ... 5.53 3.02 Vimeo VMEO ... 41 5.38 +0.43 ... 47.27 35.02 WernerEnterprises WERN 1.5 21 37.75 –0.93 .14 2.09 1.28 Xunlei XNET ... 7 1.52 +0.02 ...
21.72 9.95 Stratasys SSYS ... dd 11.90 –0.53 ... 16.24 3.32 TriSalusLifeSci TLSI ... dd 9.73 –0.27 ... 11.85 7.70 VinciPartners VINP 6.4 18 11.44 +0.09 .20 32.99 19.84 WesBanco WSBC 5.1 11 28.23 –1.24 .36 20.90 2.70 Y-mAbsTherap YMAB ... dd 14.70 –2.92 ...
111.95 64.53 StrategicEd STRA 2.4 35 101.19 –2.58 .60 1.52 0.06 TritiumDCFC DCFC ... dd .06 –0.04 ... 93.00 4.59 VinFastAuto VFS ... dd 5.02 –0.23 ... 22.39 15.04 WestBancorp WTBA 5.7 12 17.42 –0.40 .25 46.81 34.89 YorkWater YORW 2.4 21 35.66 +0.19.2108
30.34 16.06 Strattec STRT ... cc 22.50 –2.15 ... 82.22 46.67 TriumphFinl TFIN ... 47 75.52 +0.65 ... 1.10 0.59 ViomiTech VIOT ... dd .62 –0.03 ... 57.96 35.52 WestamericaBncp WABC 3.8 8 46.89 –1.49 .44 5.80 0.54 Yunji YJ ... dd .66 –0.04 ...
29.99 18.55 StratusProp STRS ... dd 22.02 –0.43 ... 7.80 2.26 trivago TRVG .0 dd 2.59 +0.07.5628 27.48 7.72 VirBiotech VIR ... dd 10.76 –0.60 ... 65.92 31.97 WesternDigital WDC ... dd 59.79 –3.21 ... 40.42 17.68 ZaiLab ZLAB ... dd 18.47 –0.44 ...
12.50 3.46 StrongholdDig SDIG ... dd 4.10 –0.71 ... 30.96 7.55 TruBridge TBRG ... dd 10.03 +1.05 ... 2.38 0.43 ViractaTherap VIRX ... dd 1.00 +0.15 ... 9.34 5.58 WestNewEngBncp WNEB 3.7 11 7.61 –0.74 .07 10.91 0.19 ZappEV ZAPP ... ... .25 –0.01 ...
75.02 21.21 StructureTherap GPCR ... dd 35.25 –1.61 ... 4.05 1.76 TrueCar TRUE ... dd 3.27 –0.40 ... 13.08 3.54 VircoMfg VIRC .8 6 10.03 +0.27 .02 12.00 4.90 WestportFuelSys WPRT ... dd 5.97 +0.41 ... 320.55 194.59 ZebraTech ZBRA ... 50 285.86 +3.27 ...
31.49 17.06 SummitFin SMMF 3.5 7 25.37 –1.18 .22 19.91 1.11 TruGolf TRUG ... dd 1.32 –0.12 ... 21.04 16.02 VirtuFinancial VIRT 5.0 14 19.31 +0.19 .24 12.90 6.88 WestrockCoffee WEST ... dd 9.60 +0.18 ... 31.46 9.56 ZentalisPharm ZNTL ... dd 14.32 –1.07 ...
18.67 9.55 SummitStateBk SSBI 4.5 7 10.60 –0.45 .12 60.33 18.45 Trupanion TRUP ... dd 27.12 –2.43 ... 160.69 108.66 Visteon VC ... 7 112.85 –4.15 ... 33.70 22.41 WeycoGroup WEYS 3.4 9 29.70 +1.11 .25 2.70 0.41 ZeroFox ZFOX ... dd 1.13 +0.02 ...
5.22 1.30 SummitTherap SMMT ... dd 4.62 +0.22 ... 35.11 23.78 TrustcoBank TRST 5.3 9 26.98 –0.92 .36 33.29 17.16 VitaCoco COCO ... 32 25.08 +0.01 ... 28.00 13.86 Willdan WLDN ... 35 27.68 +3.00 ... 7.28 3.89 ZevraTherap ZVRA ... dd 6.00 –0.10 ...
23.80 11.96 SunCountryAir SNCY ... 11 13.55 –0.85 ... 28.65 18.96 Trustmark TRMK 3.5 10 25.92 –1.09 .23 22.22 10.00 VitalFarms VITL ... 37 21.58 +1.07 ... 59.99 37.01 WillisLease WLFC ... 8 48.51 +0.77 ... 78.80 57.97 ZiffDavis ZD ... 77 62.62 –4.15 ...
8.58 2.79 SunOpta STKL ... dd 6.93 +0.17 ... 7.87 1.62 TScanTherap TCRX ... dd 7.12 +0.57 ... 23.87 9.80 Vitru VTRU ... 18 15.47 +0.77 ... 278.86 195.29 WillisTowers WTW 1.3 27 271.95 –1.76 .88 59.23 33.23 Zillow A ZG ... dd 46.22 –9.93 ...
14.92 2.52 SunPower SPWR ... dd 2.83 –0.20 ... 2.06 0.60 Tuniu TOUR ... dd .80 +0.14 ... 9.89 5.11 VividSeats SEAT ... 49 5.84 +0.25 ... 1.87 0.56 WiMiHologram WIMI ... dd 1.73 +0.63 ... 61.13 33.80 Zillow C Z ... dd 47.71 –10.17 ...
23.85 8.43 SunRun RUN ... dd 9.89 –2.67 ... 13.20 1.63 TurnstoneBiologics TSBX ... dd 3.32 +0.16 ... 12.07 8.02 Vodafone VOD 10.8 2 8.82 –0.44.4815 375.32 150.08 Wingstop WING .3 cc 347.65 –6.34 .22 20.91 5.70 ZimVie ZIMV ... dd 16.47 –1.14 ...
1229.00 93.19 SuperMicroComp SMCI ... 84 1068.83 –71.18 ... 15.77 7.45 TurtleBeach HEAR ... dd 15.41 +4.83 ... 6.18 1.62 VorBiopharma VOR ... dd 1.93 –0.41 ... 451.30 289.51 Winmark WINA .9 32 347.87 –5.87 .80 46.15 18.26 ZionsBancorp ZION 4.1 9 39.79 –2.45 .41
16.93 7.14 SuperiorGroup SGC 3.4 31 16.60 +2.37 .14 2.32 0.44 23andMe ME ... dd .44 –0.09 ... 14.34 6.06 VoyagerTherap VYGR ... 3 9.28 –0.09 ... 100.71 58.12 WintrustFinl WTFC 1.9 10 97.07 –0.57 .45 75.91 58.87 ZoomVideo ZM ... 32 65.96 –1.20 ...
39.09 21.99 SupernusPharm SUPN ... ... 32.98 +1.91 ... 17.16 8.60 TwinDisc TWIN 1.0 20 16.00 –0.80 .04 225.60 8.11 Vroom VRM ... dd 13.00 +0.46 ... 8.00 1.35 WISeKey WKEY ... dd 2.50 +0.07 ... 14.75 1.06 Zoomcar ZCAR ... 0 1.13 –0.18 ...
45.79 22.05 SurgeryPartners SGRY ... dd 28.47 –1.03 ... 43.21 11.46 TwistBiosci TWST ... dd 33.64 –3.93 ... 145.79 73.39 Wix.com WIX ... cc 135.57 –3.47 ... 30.16 12.36 ZoomInfoTech ZI ... 60 15.99 –0.52 ...
W 151.30 88.30 Woodward WWD .7 31 148.14 +0.68 .25 259.61 84.93 Zscaler ZS ... dd 194.03 –4.66 ...
39.41 16.00 Surmodics SRDX ... 73 28.17 –2.50 ... 12.69 1.54 2seventybio TSVT ... dd 4.01 –0.71 ...
6.11 2.01 SutroBioph STRO ... dd 4.11 –0.56 ... 8.34 0.32 2U TWOU ... dd .37 –0.06 ... 7.67 3.15 WaveLifeSci WVE ... dd 6.50 –0.28 ... 311.28 174.25 Workday WDAY ... 52 268.27 +3.95 ... 21.49 12.90 Zumiez ZUMZ ... dd 13.60 –2.58 ...
64.14 16.70 Symbotic SYM ... dd 45.36 +0.74 ... 20.67 10.38 TyraBiosciences TYRA ... dd 17.50 –2.17 ... 278.78 163.82 WD-40 WDFC 1.4 49 249.91 –2.96 .88 160.07 75.19 WorldAcceptance WRLD ... 11 127.46 –3.76 ... 13.14 6.02 Zymeworks ZYME ... dd 10.81 –0.63 ...
47.97 29.59 WSFS Financial WSFS 1.4 10 41.91 –1.78 .15 117.86 81.65 WynnResorts WYNN 1.0 16 99.09 –1.34 .25 14.75 6.88 Zynex ZYXI ... 47 12.55 –0.31 ...
121.37 67.73 Synaptics SYNA ... dd 98.37 –9.13 ... U
25.34 11.22 SyndaxPharm SNDX ... dd 23.52 –1.05 ... 128.65 75.01 UFP Inds UFPI 1.1 14 115.62 +0.39 .33
629.38 360.37 Synopsys SNPS ... 61 550.03 –21.26 ... 86.24 50.68 UMB Fin UMBF 2.0 11 79.42 –3.45 .39
2.30 1.64 SyprisSolutions SYPR ... dd 1.82 +0.06 ... 5.80 2.31 UPFintech TIGR ... 20 4.32 +0.19 ...

T
8.17 2.09 SyrosPharm SYRS ... dd 6.01 –0.76 ... 12.97
298.36
8.56
145.34
USCB Financial
US Lime&Min
USCB 1.8
USLM .3
13
22
11.11
291.29
–0.04 .05
+3.90 .25
Europe Asia
11.65 4.23 TelaBio TELA ... dd 5.33 –0.41 ... 4.78 1.17 uCloudlink UCL ... 19 1.42 –0.09 ... Persistent Heat: February inflation in France was slightly House, Not Home: China’s housing prices fell in February.
15.25 10.97 TFS Finl TFSL 9.2 48 12.33 –0.48.2825 16.01 8.17 Udemy UDMY ... dd 10.98 –0.02 ... higher than hoped, as it was in the United States. Tuesday, Japan’s central bank may end its negative rates.
11.27 10.42 TLGY Acqn A TLGY ... 36 11.27 +0.01 ... 574.76 368.02 UltaBeauty ULTA ... 21 535.98 –4.24 ...
3.20 0.65 TMCthemetals TMC ... dd 1.67 +0.05 ... 49.25 22.15 UltraClean UCTT ... dd 43.03 –3.32 ...
10.78 10.10 TMT Acqn TMTC ... 82 10.69 +0.01 ... 54.98 31.52 UltragenyxPharm RARE ... dd 47.37 –3.16 ... S&P Europe BMI 0.25% -0.98% S&P Pan Asia BMI
11.85 3.86 Ultralife ULBI ... 19 8.42 –1.34 ...
1.88 0.14 TMT Acqn Rt TMTCR ... ... .19 +0.03 ... Spain 2.46 China 2.99
168.64 124.92 T-MobileUS TMUS 1.6 23 161.81 –2.18 .65 32.00 20.07 UnionBankshares UNB 4.6 12 31.20 +1.33 .36
46.48 24.74 TPG TPG 3.0 dd 44.13 –1.22 .44 22.48 4.76 uniQure QURE ... dd 5.17 –0.05 ... Sweden 1.54 Hong Kong 1.52
13.68 1.63 TPIComposites TPIC ... dd 2.68 –0.74 ... 58.23 33.68 UnitedAirlines UAL ... 6 43.62 +0.32 ... France 1.51 Malaysia 0.97
132.76 87.43 T.RowePrice TROW 4.3 15 114.86 –3.09 1.24 38.74 25.35 UnitedBkshrsWV UBSI 4.4 12 33.50 –1.49 .37
38.09 10.20 TTEC TTEC 5.3 62 10.98 –0.71 .06 30.75 20.37 UtdCmtyBks UCBI 3.7 16 25.10 –1.12 .23 Italy 1.48 Singapore 0.47

16.54 11.13 TTM Tech TTMI ... dd 14.08 –0.94 ... 28.58 18.41 UnitedFire UFCS 2.9 dd 22.09 –0.53 .16 Norway 1.27 Thailand 0.04
5.00 2.16 Taboola TBLA ... dd 4.15 –0.18 ... 10.39 5.79 UnitedGuardian UG 6.5 14 7.74 –0.47 .25
26.11 9.70 TactileSystems TCMD ... 14 16.75 +1.01 ... 8.74 5.50 UnitedSecBcshrs UBFO 6.3 7 7.57 –0.05 .12 U.K. 0.65 -0.40 South Korea
171.59 113.51 TakeTwoSoftware TTWO ... dd 143.91 +0.18 ... 261.54 204.44 UnitedTherap UTHR ... 12 235.78 –7.27 ... Germany 0.36 -0.65 Indonesia
1.61 0.43 Talphera TLPH ... dd 1.15 +0.02 ... 6.71 2.94 Uniti UNIT 9.6 dd 6.22 –0.34 .15
30.70 20.01 UnityBancorp UNTY 1.9 7 28.02 +0.27 .13 Switzerland 0.27 -0.72 Taiwan
44.05 13.82 TandemDiabetes TNDM ... dd 28.62 –2.08 ...
13.03 2.47 TangoTherap TNGX ... dd 9.03 –2.12 ... 4.37 1.46 UnityBiotech UBX ... dd 1.50 –0.07 ... -0.72 Denmark -1.08 New Zealand
12.19 10.41 TargetGlbl I A TGAA ... 47 11.11 –0.01 ... 194.84 125.98 UnivDisplay OLED 1.0 38 159.62 –9.61 .40
11.84 7.02 UnvlElectronics UEIC ... dd 9.50 +0.91 ...
-0.89 Finland -1.77 Philippines
40.40 11.33 TarsusPharm TARS ... dd 31.58 –1.75 ...
15.15 7.95 TaskUs TASK ... 26 12.34 –0.23 ... 38.50 20.85 UnivLogistics ULH 1.2 10 34.62 –2.98 .105 -0.94 Greece -1.98 Japan
13.75 5.01 TatTechnologies TATT ... 22 11.48 –0.42 ... 22.70 8.36 UnvlStainless USAP ... dd 21.11 –0.90 ...
25.89 16.10 UnivestFin UVSP 4.3 8 19.56 –0.66 .21
-1.45 Belgium -2.33 Australia
3.89 0.50 TayshaGene TSHA ... dd 2.30 –0.22 ...
12.25 10.53 Tech&TelecomA TETE ... dd 11.68 ... ... 36.17 22.42 Upbound UPBD 4.5 dd 33.20 –0.42 .37 -3.14 Netherlands -3.13 India
41.93 23.43 TechTarget TTGT ... cc 30.46 –0.80 ... 5.28 2.33 UplandSoftware UPLD ... dd 2.41 –0.13 ...
72.58 11.93 Upstart UPST ... dd 23.63 –3.71 ... Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
6.36 4.33 Ericsson ERIC 2.9 dd 5.74 +0.18.0873
22.75 6.13 Telesat TSAT ... 1 9.87 ... ... 16.36 6.56 Upwork UPWK ... cc 11.96 –0.97 ...
3.32
5.00
0.30
1.53
TelesisBio
Telos
TBIO ...
TLS ...
dd
dd
.52
3.96
–0.03 ...
+0.29 ...
47.29
24.13
2.36
25.43
7.75
1.30
UrbanOutfitters
UroGenPharma
Usio
URBN ...
URGN ...
USIO ...
14
dd
dd
42.93
14.46
1.65
+1.44 ...
–3.53 ...
–0.09 ...
Key Foreign Stock Market Indexes
63.57 33.79 10xGenomics TXG ... dd 36.33 –3.48 ... Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date
100.59 68.94 UtahMedProducts UTMD 1.7 15 69.27 –0.04 .30 Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg.
53.50 33.85 Tenable TENB ... dd 45.95 –0.62 ...
4.40 2.50 UTStarcom UTSI ... dd 2.62 –0.03 ...
8.09 1.66 TenayaTherap TNYA ... dd 4.97 –1.43 ... Amsterdam AEX 851.78 –1.18 +64.96 +8.26 Milan FTSE All Share 35934 +1.12 +3455.63 +10.64
27.30 1.92 Uxin UXIN ... dd 2.11 +0.05 ...
12.03 10.34 TenXKeaneAcqn TENK ... 56 11.05 +0.04 ... Athens General 1422.03 –0.35 +128.89 +9.97 Oslo Composite 1499.82 +1.20 –19.50 –1.28
8.83 0.13 TenXKeaneAcqnRt TENKR ... ... .17 –0.02 ... V
Bangkok SET 1386.04 –0.03 –29.81 –2.11 Paris CAC 8164.35 +1.70 +621.17 +8.23
119.20 81.08 Teradyne TER .5 38 103.06 –3.06 .12 4.19 1.39 VNET VNET ... dd 1.80 +0.27 ...
14.04 3.26 TernsPharm TERN ... dd 7.20 –0.91 ... 14.75 7.25 VOXX Intl VOXX ... dd 7.99 –0.18 ... Bombay Sensex 72643 –1.99 +403.17 +0.56 Santiago Selective 3607.40 +1.99 +139.86 +4.03
20.47 6.85 TerritorialBncp TBNK 2.4 14 8.22 –0.36 .05 78.00 40.88 VSE VSEC .5 28 75.91 –0.81 .10 Brussels Bel-20 3684.20 –1.33 –23.57 –0.64 Sao Paulo Bovespa 126741 –0.26 –7443.43 –5.55
299.29 152.37 Tesla TSLA ... 38 163.57 –11.77 ... 20.90 6.19 Vacasa VCSA ... dd 6.32 –0.59 ... Buenos Aires Merval 1068973 +6.65 +139269 +14.98 Seoul Composite 2666.84 –0.50 +11.56 +0.44
190.14 132.29 TetraTech TTEK .6 41 178.73 –7.83 .26 11.22 6.39 ValleyNatlBncp VLY 5.8 8 7.54 –0.42 .11
21.09 4.08 TevogenBio TVGN ... 90 6.17 –0.83 ... Copenhagen OMX 20 2698.09 –0.75 +414.56 +18.15 Shanghai Composite 3054.64 +0.28 +79.70 +2.68
17.05 6.58 Valneva VALN ... dd 7.71 +0.49 ...
66.18 42.79 TexasCapBcshs TCBI ... 17 59.00 –1.69 ... 11.85 10.51 ValuenceI A VMCA ... 53 11.32 –0.01 ... Dublin ISEQ 9673.64 –0.05 +913.28 +10.43 Shenzhen B Share Idx 1075.01 +0.53 –5.99 –0.55
188.12 139.48 TexasInstruments TXN 3.0 24 172.52 +0.22 1.30 7.00 3.30 VandaPharm VNDA ... 87 3.81 –0.06 ... EURO STOXX SXXE 508.67 +0.47 +34.53 +7.28 Singapore FTSE STI 3172.96 +0.82 –67.31 –2.08
157.12 91.06 TexasRoadhouse TXRH 1.6 34 152.26 +3.90 .61 23.90 16.72 VarexImaging VREX ... 19 17.50 –0.08 ... EURO STOXX 50 SXSE 4986.02 +0.50 +464.37 +10.27 Stockholm OMXS 954.79 +1.72 +51.90 +5.75
47.11 25.97 TheBancorp TBBK ... 10 34.36 –2.13 ... 52.88 22.34 VaronisSystems VRNS ... dd 48.91 –0.90 ...
4.72 1.95 TherapeuticsMD TXMD ... dd 2.40 +0.07 ... 14.00 1.63 VastRenewables VSTE ... cc 2.81 +0.10 ... Frankfurt DAX 17936 +0.69 +1185.01 +7.07 STOXX Europe 50 SXSP 4374.30 +0.26 +280.93 +6.86
12.03 8.21 TheravanceBio TBPH ... dd 8.64 +0.02 ... 4.55 3.05 VastaPlatform VSTA ... dd 3.93 +0.05 ... Helsinki OMHX 9757.96 –0.79 –339.72 –3.36 STOXX Europe 600 SXXP 504.80 +0.31 +25.81 +5.39
21.50 12.31 ThirdCoastBcshs TCBX ... 11 19.82 –0.09 ... 82.04 34.11 Vaxcyte PCVX ... dd 69.70 –2.99 ... Hong Kong Hang Seng 16720 +2.25 –326.50 –1.92 Sydney S&P/ASX 200 7670.30 –2.25 +79.48 +1.05
11.60 3.93 ThirdHarmonic THRD ... dd 9.35 –0.62 ... 3.10 0.56 Vaxxinity VAXX ... dd .76 +0.06 ...
1.14 0.31 36Kr KRKR ... dd .39 +0.03 ... Istanbul IMKB 8828.70 –3.57 +1358.52 +18.19 Taipel Weighted 19682 –0.52 +1751.69 +9.77
37.75 17.70 VeecoInstr VECO ... dd 33.74 –2.09 ...
8.41 2.44 Thoughtworks TWKS ... dd 2.46 –0.14 ... 41.00 1.87 VentyxBiosciences VTYX ... dd 7.70 –2.22 ... Jakarta Composite 7328.05 –0.73 +55.26 +0.76 Tel Aviv 125 Index 1921.07 –2.52 +33.99 +1.80
4.39 1.66 ThredUp TDUP ... dd 1.91 +0.13 ... 8.35 4.60 VeraBradley VRA ... 26 6.41 –0.95 ... Johannesburg All Share 72990 –0.99 –3902.45 –5.08 Tokyo Nikkei-225 38707 –2.47 +5243.47 +15.67
10.99 10.07 ThunderBridgeIV A THCP ... 74 10.31 +0.03 ... 50.78 5.95 VeraTherap VERA ... dd 43.25 –1.05 ...
Kuala Lumpur Composite 1552.83 +0.84 +98.17 +6.75 Toronto S&P/TSX 21849 +0.51 +890.71 +4.25
3.40 1.50 TilrayBrands TLRY ... dd 1.73 +0.03 ... 30.52 19.52 Veracyte VCYT ... dd 21.10 –1.62 ...
32.20 22.11 TimberlandBncp TSBK 3.7 8 26.29 –0.31 .24 50.09 28.02 Vericel VCEL ... dd 44.26 –0.94 ... LISBON PSI 4154.94 –2.56 –577.34 –12.20 Vienna ATX 3410.12 +0.93 –24.85 –0.72
35.88 21.44 TitanMachinery TITN ... 5 25.56 +0.39 ... 40.28 18.41 VerintSystems VRNT ... cc 30.57 –0.30 ... London FTSE - 100 7727.42 +0.88 –5.82 –0.08 Wellington S&P/NZX 50 11766 –1.31 –3.51 –0.03
37.11 22.31 Torm TRMD16.7 5 34.58 +0.82 1.36 229.72 188.44 VeriSign VRSN ... 24 190.25 –0.77 ... Madrid IBEX 35 10597 +2.84 +495.81 +4.91 Zurich Swiss 11676 +0.25 +538.34 +4.83
45.87 21.43 TowerSemi TSEM ... 7 30.98 –1.33 ... 251.98 179.80 VeriskAnalytics VRSK .7 56 234.52 –2.01 .39
Manila Composite 6822.32 –1.73 +372.28 +5.77
31.08 21.22 TowneBank TOWN 3.8 13 26.57 –0.97 .25 24.46 14.88 Veritex VBTX 4.3 9 18.65 –1.87 .20
259.62 185.00 TractorSupply TSCO 1.7 25 257.15 +6.66 1.10 6.03 1.48 Veritone VERI ... dd 3.88 +1.64 ... Mexico City IPC 56228 +2.35 –1157.85 –2.02 Indexes are based on local currencies. Because of various holidays and other market closings, the most
94.00 56.30 TradeDesk TTD ... cc 76.72 –4.87 ... 23.81 11.83 VeronaPharma VRNA ... dd 15.65 –0.58 ... recent close is not necessarily that of the week of publication.
108.04 64.83 Tradeweb TW .4 61 104.19 +1.31 .10 7.76 2.86 VerricaPharm VRCA ... dd 4.80 –0.21 ...
46 BARRON’S March 18, 2024

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 GrShr2xShNVDA NVD ... 5.40 –0.13 ... CommSvsSPDR XLC .8 79.29 –0.30 .1737 GlbXS&P500Cv XYLD 9.7 40.55 +0.21 .3017 iShiBdsDec26Cp IBDR 3.6 23.76 –0.08 .0759 SPDRBlmSTHYBd SJNK 7.3 25.11 –0.06 .1587
volume. InvscActMgdETC PDBC 4.1 13.76 +0.07 .5601 CnsmrDiscSel XLY .8 178.05 –2.26 .3204 GlbXSilverMiners SIL .6 26.35 +0.96 .1374 iShiBoxx$HYCpBd HYG 5.8 77.07 –0.33 .4382 SPDR DJIA Tr DIA 1.8 387.00 –0.99 .9331
InvscBS28CpBd BSCS 4.1 20.01 –0.14 .0704 ConsStaplesSPDR XLP 2.5 75.53 +0.37 .5364 GlbX US Pfd PFFD 6.3 20.08 –0.15 .105 iShiBoxx$IGCpBd LQD 4.2 107.81 –1.21 .3886 SPDREuroStx50 FEZ 2.5 52.12 +0.37 .119
Tick Div
Name Sym Yld Last Chg. Amt. InvscBS25CpBd BSCP 3.5 20.44 –0.03 .064 DimenCoreFxIncm DFCF 4.5 41.75 –0.46 .126 GlbX Uranium URA 6.0 27.89 –0.17 1.6816 iShIntlEquity INTF 3.4 29.40 –0.18 .4574 SPDRGoldMini GLDM ... 42.77 –0.41 ...
InvscBS25HYCpBd BSJP 7.3 22.97 +0.02 .1253 DimenShDurFix DFSD 4.2 47.08 –0.11 .1083 GSTreasury0-1Y GBIL 4.9 99.92 +0.07 .4018 iShLatinAmer40 ILF 4.8 27.93 +0.24 .8603 SPDR Gold GLD ... 199.71 –0.64 ...
Bats InvscBS24CpBd BSCO 2.9 20.99 +0.02 .0544 DimenUSCore DFAU 1.2 35.58 –0.05 .1342 GSActBetaIntlEq GSIE 2.8 34.06 –0.08 .1495 iShMSCIAustralia EWA 3.8 24.03 –0.74 .4883 SPDRNuvBBHYMuni HYMB 4.1 25.58 –0.04 .0904
ARKGenomicRev ARKG ... 28.44 –1.93 ... InvscBS24HYCpBd BSJO 6.1 22.74 ... .1167 DimenUSCoreEq2 DFAC 1.1 31.01 –0.07 .1033 GrShrGold BAR ... 21.31 –0.21 ... iShMSCIBrazil EWZ 6.2 32.09 –0.31 1.221 SPDRPtfDevxUS SPDW 2.6 35.34 –0.18 .3504
ARK21ShrsBitcoin ARKB ... 69.15 –0.24 ... InvscBS27CpBd BSCR 3.9 19.24 –0.11 .0642 DimenUSHiProf DUHP 1.4 30.87 +0.06 .1376 GrayscaleBitcoin GBTC ... 61.60 –0.30 ... iShMSCICda EWC 2.2 37.73 +0.12 .4859 SPDRPtfEM SPEM 2.8 36.00 –0.02 .5469
BlkRkShDurBd NEAR 4.9 50.24 –0.22 .2113 InvscBS26CpBd BSCQ 3.6 19.20 –0.07 .0593 DimenUSMktVal DFUV 1.6 39.43 +0.09 .1447 HealthCrSelSect XLV 1.5 145.36 –1.07 .5977 iShMSCI EAFE EFA 2.8 78.89 –0.36 .9307 SPDR PtfHYBd SPHY 7.6 23.28 –0.07 .156
DimenIntlCore2 DFIC 2.5 26.42 +0.06 .1601 InvscEW0-30YTrea GOVI 2.5 27.79 –0.57 .0776 DimenUSRealEst DFAR 3.2 21.92 –0.70 .2811 iMGPDBiMgdFut DBMF 10.8 27.78 +0.53 .7496 iSh MSCI EM EEM 2.6 40.77 –0.05 .748 SPDRPtfIntermCpBd SPIB 4.0 32.48 –0.21 .1171
DimenIntlHiProf DIHP 2.1 26.69 –0.10 .119 InvscKBWBank KBWB 3.1 50.61 –0.53 .3877 DimenUSSCETF DFAS 1.0 59.64 –1.02 .1696 IndSelSectorSPDR XLI 1.5 122.04 –0.26 .6146 iShMSCIFrance EWQ 2.6 41.57 +0.67 .2515 SPDRPtfLTCorpBd SPLB 4.8 22.93 –0.33 .0958
FTVestFdBf BUFR ... 27.65 +0.03 ... InvscNasd100 QQQM .6 178.64 –2.10 .3807 DimenUSSCValue DFSV 1.3 28.57 –0.36 .1146 InvscDBComm DBC 4.8 22.76 +0.59 1.0893 iShMSCIGermany EWG 2.4 31.17 +0.16 .0015 SPDRPtfLtTrea SPTL 3.5 27.45 –0.79 .0818
FTVestRising RDVI 8.2 23.75 +0.16 .1666 InvscQQQI QQQ .5 433.92 –5.10 .8083 DirexCSIChinaInt CWEB 2.9 30.23 +2.82 .4686 InvscDBAgriFd DBA 4.1 23.59 +1.16 .9604 iShMSCIHongKong EWH 4.5 16.39 +0.20 .4295 SPDRPtfMtgBkdBd SPMB 3.4 21.51 –0.30 .0649
FTS&P500Div KNG 10.0 52.71 +0.21 .3735 InvscVarRateInvt VRIG 6.1 25.16 +0.04 .1294 DirexDJBear3X WEBS 10.6 6.87 +0.31 .1701 InvscDBUSDBull UUP 6.2 27.98 +0.20 1.7455 iShMSCIIndonesia EIDO 2.9 22.71 –0.18 .1758 SPDRS&P500Value SPYV 1.7 48.79 –0.04 .2311
FTUSBuffJul FJUL ... 43.81 +0.02 ... iShBiotech IBB .3 135.92 –2.73 .124 DirexDJBull3X WEBL .0 17.63 –0.81 .0001 InvscEMSovDebt PCY 6.7 20.23 –0.27 .1081 iShMSCIIntlQual IQLT 2.2 39.43 –0.13 .3689 SPDRPtfS&P1500 SPTM 1.3 62.67 –0.10 .2313
FTUSBuffJun FJUN ... 46.31 +0.01 ... iShBitcoin IBIT ... 39.39 –0.16 ... DirexEnerBr2x ERY 4.9 23.71 –1.81 .2342 InvscFTSEUS1000 PRF 1.7 37.30 +0.02 .1809 iShMSCIJapan EWJ 1.9 69.57 +0.51 .8746 SPDRPtfS&P500 SPLG 1.3 60.14 –0.07 .2212
FidBlueChipGr FBCG .0 37.60 –0.24 .008 iShBrdUSDInvCpBd USIG 4.1 50.32 –0.48 .184 DirexEnerBull2x ERX 2.7 66.12 +4.70 .3736 InvscNatAMTFrMuni PZA 3.0 24.08 +0.01 .0587 iShMSCIMexico EWW 2.2 66.95 +1.36 1.0273 SPDRS&P500Growth SPYG 1.0 71.67 –0.11 .2048
FidWiseBTC FBTC ... 60.48 –0.15 ... iShCoreMSCITotInt IXUS 2.2 67.08 –0.26 1.0484 DirexChinaBr3 YANG 4.0 11.76 –0.92 .1403 InvscPreferred PGX 6.9 11.90 –0.10 .0556 iShMSCIPoland EPOL 2.8 23.08 +0.15 .6507 SPDRS&P500HiDiv SPYD 4.6 39.15 –0.82 .3729
FrankBitcoin EZBC ... 40.10 –0.18 ... iShCore1-5YUSDBd ISTB 3.2 47.22 –0.25 .1403 DirexChinaBl3 YINN 4.6 19.10 +1.13 .3926 InvscS&P500EW RSP 1.6 164.42 –1.09 .6091 iShMSCISaudiArabia KSA 2.3 44.49 +0.20 .5432 SPDRPtfS&P400MC SPMD 1.4 51.36 –0.48 .1881
GlbXUSInfrDevt PAVE .6 38.14 –0.14 .156 iShCoreS&PUSGrw IUSG 1.0 114.72 –0.15 .3268 DirexFinlBear3 FAZ 6.0 11.04 –0.13 .0801 InvscS&P500EWTech RSPT .5 34.18 –1.00 .0472 iShMSCISingapore EWS 6.6 18.36 +0.16 .5344 SPDRPtfS&P600SC SPSM 1.6 41.28 –0.76 .2986
GS PhysGold AAAU ... 21.35 –0.21 ... iShCoreS&PUSVal IUSV 1.7 88.01 –0.08 .4104 DirexFinlBull3 FAS 1.4 102.17 +1.28 .3829 InvscS&P500HiBeta SPHB .7 83.48 –2.18 .1693 iShMSCISthKorea EWY 2.5 65.59 –0.68 1.651 SPDRPtfSTCpBd SPSB 4.3 29.67 ... .1128
InnovS&P500PwrMr PMAR ... 36.32 –0.04 ... iShCoreTotUSDBd IUSB 3.6 45.21 –0.49 .1463 DirexGoldMinBr2 DUST 3.7 10.65 –0.23 .0638 InvscS&P500HiDiv SPHD 4.4 43.29 +0.01 .1454 iShMSCITaiwan EWT 3.7 48.32 –0.14 5.527 SPDRShtTermTrea SPTS 3.9 28.84 –0.11 .0995
InvscIntlDevDyn IMFL 3.8 25.39 –0.11 .3567 iShESGAwareMSCI ESGD 2.1 78.94 –0.33 .9185 DirexGoldMinBl2 NUGT 1.9 31.16 +0.50 .3292 InvscS&P500LowVol SPLV 2.4 64.53 –0.07 .1217 iShMSCIUK EWU 4.1 33.42 –0.08 .7471 SPDRS&PBank KBE 2.9 44.57 –0.83 .3432
InvscRuss1000Dyn OMFL 1.3 52.79 –0.24 .1179 iShESGAwareEM ESGE 2.4 32.16 –0.04 .6208 DirexJrGoldMinBr2 JDST 4.7 5.60 –0.26 .0243 InvscS&P500PrGrw RPG 1.3 35.66 –0.34 .1148 iShNatlMuniBd MUB 2.7 107.65 –0.52 .2582 SPDR S&P 500 SPY 1.3 509.83 –1.89 1.5949
iPathS&P500VIX VXX ... 14.19 –0.29 ... iShESGUSDCorpBd SUSC 4.1 22.80 –0.22 .0793 DirexJrGoldMnBl2 JNUG 1.8 30.57 +1.28 .1207 InvscS&P500PrVal RPV 2.3 84.51 +0.03 .5009 iShRuss2000Val IWN 2.1 151.63 –3.13 .8976 SPDRS&PGlbNatRes GNR 3.4 55.87 +0.96 .9821
iShBrdUSDHYCpBd USHY 6.6 36.26 –0.12 .2183 iSh5-10YIGCpBd IGIB 4.0 51.13 –0.51 .1764 DirexRealEstBl3 DRN 3.2 9.44 –0.86 .0701 InvscS&P500Qual SPHQ 1.3 59.16 ... .197 iShRussMC IWR 1.4 81.34 –0.68 .3389 SPDR S&P Home XHB .7 105.19 +0.43 .1877
iShConvBond ICVT 1.9 78.50 –0.17 .1286 iShGlbCleanEner ICLN 1.2 13.42 –0.92 .1228 DirexRegBksBl3x DPST 2.5 68.55 –7.83 .4438 InvscS&P500Top50 XLG .9 41.35 +0.08 .088 iShRussMCGrw IWP .5 111.15 –1.16 .1533 SPDRS&PInsurance KIE 1.3 50.78 +0.80 .2191
iShCoreMSCIEAFE IEFA 3.1 73.30 –0.38 .9678 iShGlbInfr IGF 2.6 46.36 –0.09 .9069 DirexS&P500Br3 SPXS 6.9 9.52 +0.05 .1042 InvscS&PIntDvLoVl IDLV 3.6 28.17 –0.23 .1929 iShRussMCVal IWS 1.7 120.92 –0.79 .5866 SPDR S&P Metals XME 1.1 56.52 –2.05 .0962
iShCurrMSCIEAFE HEFA 2.8 34.03 +0.07 .3963 iShiBdsDec24Trea IBTE 4.3 23.91 +0.02 .0865 DirexS&PBiotBr3 LABD 8.0 7.43 +0.88 .0846 InvscSrLoan BKLN 8.7 21.22 +0.03 .1379 iShRuss1000 IWB 1.2 281.08 –0.52 .9764 SPDRS&PRegBkg KRE 3.3 47.86 –1.71 .4313
iShIntlSelDiv IDV 6.6 27.81 –0.13 .3728 iShJPMUSDEmBd EMB 4.8 88.31 –0.90 .3857 DirexS&PBiotBl3 LABU .3 132.96 –20.21 .2097 InvscSolar TAN ... 42.55 –3.22 ... iShRuss1000Grw IWF .6 330.09 –0.81 .6037 SchwabEM Equity SCHE 3.8 25.15 +0.01 .8224
iShTransportAvg IYT 1.2 68.55 –1.59 .2122 iShMBS MBB 3.6 91.67 –1.26 .2921 DirexS&P500Br1 SPDN 6.2 12.59 +0.04 .2117 InvscTaxMuniBd BAB 3.8 26.35 –0.50 .0813 iShRuss1000Val IWD 1.9 173.85 –0.21 .9625 Schwab5-10YCpBd SCHI 4.6 44.12 –0.42 .1744
iShUSAero&Def ITA .9 127.21 –1.97 .4328 iShMSCIACWI ACWI 1.8 107.82 –0.25 .9624 DirexS&P500Bl3 SPXL .8 125.03 –0.70 .3038 InvscUltShDur GSY 5.3 49.99 +0.01 .229 iShRussTop200Gr IWY .6 191.43 –0.12 .3874 SchwabFundEmgLrg FNDE 4.7 27.51 ... 1.0175
iShUSHomeConstrn ITB .5 108.13 –1.64 .1006 iShMSCIACWIxUS ACWX 2.2 52.80 –0.19 .7141 DirexHiBetaBear3X HIBS 6.7 26.14 +2.00 .3332 iShChinaLC FXI 2.6 23.99 +0.52 .6074 iShRuss2000 IWM 1.3 202.41 –4.42 .7339 SchwabFundUSLrg FNDX 1.7 65.37 +0.10 .3186
iShEdgeMSCIMinEAFE EFAV 3.0 70.58 –0.52 .8214 iShMSCIACxJpn AAXJ 1.4 67.49 –0.08 1.1081 DirexS&POilBr2 DRIP 5.9 9.65 –0.73 .0891 iShCoreDivGrowth DGRO 2.3 56.76 +0.03 .3701 iShRuss2000Gw IWO .7 262.58 –5.94 .583 SchwabFundUSSmCo FNDA 1.4 54.81 –1.05 .2536
iShEdgeMSCIMinEM EEMV 2.7 57.01 –0.18 1.058 iShMSCIBrazilSC EWZS 3.4 14.26 +0.06 .2451 DirexS&POilBl2 GUSH 2.6 37.64 +2.65 .207 iShCoreHiDiv HDV 3.6 107.63 +0.55 .9768 iShS&P500Grw IVW .9 82.73 –0.10 .2126 SchwabIntmUSTrsr SCHR 3.3 48.68 –0.62 .1429
iShEdgeMSCIMinUSA USMV 1.7 82.19 +0.06 .4299 iShMSCIChina MCHI 2.0 40.05 +1.09 .9941 DirexSemiBr3x SOXS 14.9 3.59 +0.41 .0697 iShCoreMSCIEM IEMG 2.9 51.15 –0.19 .977 iShS&P500Value IVE 1.6 181.89 –0.12 .7939 SchwabIntEquity SCHF 2.8 38.50 –0.18 .7038
iShEdgeMSCIUSAMom MTUM 1.2 182.54 –3.12 .3593 iShMSCIEAFESC SCZ 1.6 62.36 –0.48 .8304 DirexSemiBl3 SOXL .4 42.74 –6.21 .0632 iShCoreMSCIEur IEUR 3.0 57.39 +0.17 .5676 iShS&PGSCIComm GSG ... 21.81 +0.62 ... SchwabIntlSC SCHC 2.9 35.14 –0.16 .8612
iShEdgeMSCIUSAQual QUAL 1.1 161.48 –0.13 .4489 iShMSCIEMxChina EMXC 2.2 56.76 –0.63 .6371 DirexScBear3 TZA 5.7 19.23 +1.20 .1106 iShMSCIIntlDev IDEV 2.9 66.26 –0.30 .8684 iShS&PSC600Value IJS 1.5 98.62 –1.99 .2183 SchwabST USTr SCHO 4.0 48.05 –0.18 .1834
iShEdgeMSCIUSAVal VLUE 2.6 104.46 –0.62 .6561 iShMSCIEurFinls EUFN 4.7 22.28 +0.41 .3201 DirexSCBull3 TNA 1.3 38.30 –2.66 .2184 iShCoreS&P500 IVV 1.3 513.23 –1.06 1.9253 iShShtNatlMuniBd SUB 1.8 104.90 –0.16 .1663 SchwabUS BrdMkt SCHB 1.3 59.55 –0.17 .2243
iShExpTechSftwr IGV .0 83.56 –1.37 .0051 iSh1-5YIGCpBd IGSB 3.4 51.02 –0.21 .1623 DirexKRBull3 KORU 2.7 8.91 –0.27 .1505 iShCoreS&P MC IJH 1.4 58.47 –0.54 .2412 iShSilver SLV ... 23.03 +0.80 ... SchwabUS Div SCHD 3.4 78.56 +0.13 .7423
iShFRBd FLOT 5.8 50.95 +0.07 .2414 iSh1-3YTreaBd SHY 3.2 81.49 –0.31 .2405 DirexTechBear3 TECS 9.3 8.04 +0.18 .1227 iShCoreS&P SC IJR 1.3 106.07 –1.94 .2827 iShTIPSBond TIP 2.8 106.32 –1.27 .2557 SchwabUS LC SCHX 1.3 60.66 –0.10 .2236
iShiBds26TermHY IBHF 7.4 22.89 –0.06 .1402 iShPfd&Incm PFF 6.4 32.10 –0.13 .1703 DirexTechBull3 TECL .2 77.23 –2.30 .0709 iShCoreS&PTotUS ITOT 1.4 112.46 –0.35 .473 iSh10+YIGCpBd IGLB 4.8 50.82 +0.09 .2082 SchwabUS LC Grw SCHG .4 90.89 –0.22 .1037
iShIntlAggBd IAGG 3.6 49.57 –0.30 1.7697 iShSelectDiv DVY 3.8 119.21 –0.39 1.1893 SchwabUS LC Val SCHV 2.3 73.87 –0.01 .4816
Direx20+TreaBr3 TMV 3.2 35.59 +3.10 .2699 iShCore10+YUSDBd ILTB 4.6 50.35 –1.02 .1943 iShTreaFRBd TFLO 5.1 50.60 +0.04 .244
iShSemiconductor SOXX .7 218.76 –9.37 .3744 SchwabUS REIT SCHH 3.4 19.95 –0.61 .2245
iShMSCIChileCap ECH 4.9 27.19 +1.25 .1761 Direx20+YrTrBull TMF 3.5 52.34 –5.05 .4973 iShCoreUSAggBd AGG 3.3 97.10 –1.17 .2862 iShUS Energy IYE 2.8 47.73 +1.57 .3579
SchwabUS SC SCHA 1.4 47.31 –0.92 .2331
iShMSCIEAFEGrw EFG 1.5 103.23 –0.84 .6555 iSh7-10YTreaBd IEF 3.1 93.65 –1.58 .2493 EnSelSectorSPDR XLE 3.3 91.56 +3.39 .8021 iShCurrMSCIJapan HEWJ 1.8 40.30 –0.33 .5167 iShUSEquity LRGF 1.4 52.45 –0.04 .1962
SimplifyVolPrem SVOL 16.3 22.62 –0.02 .30
iShMSCIEurozone EZU 2.4 50.37 +0.28 .3513 iShShortTreaBd SHV 5.0 110.32 +0.02 .4477 FidEnhLCCore FELC 1.0 28.68 –0.08 .071 iShUSMedDevices IHI .5 57.10 –1.52 .097 iShUSOilEquip IEZ .9 22.75 +1.06 .0644
SPDR S&PMdCpTr MDY 1.2 534.10 –5.30 1.014
iShMSCIIndia INDA .2 50.52 –1.76 .0801 iSh3-7YTreaBd IEI 2.6 115.06 –1.29 .2749 FidMSCIEn FENY 3.1 24.88 +0.71 .174 iShESGUSAggBd EAGG 3.5 46.67 –0.59 .1452 iShUSRealEst IYR 2.8 88.24 –2.61 .7666
SPDR S&P Biotch XBI .0 94.71 –4.24 .0139
iShMSCIIndiaSC SMIN .1 68.53 –3.71 .2437 iSh20+YTreaBd TLT 3.6 92.94 –2.79 .2952 FinSelSectorSPDR XLF ... 40.79 +0.17 ... iShEurope IEV 2.6 55.25 +0.21 .359 iShUSTech IYW .2 132.43 –1.08 .231
SPDR S&P Div SDY 2.6 127.63 –0.47 .7079
iShMSCIEAFEValue EFV 4.3 53.34 –0.26 .9574 JPMNasdEqPrem JEPQ 9.2 52.91 –0.28 .3804 FT DJ Internet FDN ... 199.55 –2.80 ... iShGlobalEnergy IXC 3.2 41.57 +1.22 .6362 iSh0-5YHYCpBd SHYG 6.5 42.29 –0.10 .2324
SPDRS&POil&Gas XOP 2.4 148.48 +5.38 1.0364
iShMtgRealEst REM 9.9 22.50 –0.05 .974 ProShUltPrQQQ TQQQ 1.1 57.76 –2.19 .2234 FT EnergyAlpDx FXN 2.9 17.89 +0.41 .1083 iShGlobalREIT REET 3.4 23.23 –0.52 .2395 iSh0-5YTIPSBd STIP 2.8 98.93 –0.37 .2237
SPDR S&P Retail XRT 1.3 75.61 –0.01 .326
iSh25+YTrStrip GOVZ 4.1 11.09 –0.48 .0375 ProShUltShQQQ SQQQ 9.5 11.36 +0.40 .2829 FT InstPfdSecs FPEI 5.6 18.19 +0.04 .0808 iShGoldTr IAU ... 40.80 –0.12 ... iSh0-3MTreaBd SGOV 4.1 100.52 +0.10 .4581
SprottUranium URNM 3.6 47.98 –0.51 1.751
iSh20+YTrBdBuy TLTW 19.5 26.25 –0.41 .2123 SGIEnhGlbIncm GINX ... 25.55 –0.04 ... FT PfdSecs FPE 5.9 17.28 +0.02 .0876 iShGoldTrMicro IAUM ... 21.52 –0.22 ... JPM AlerianMLP AMJ 6.1 27.77 ... .4227
TechSelectSector XLK .7 205.63 –1.72 .422
iShUSTelecom IYZ 2.4 21.62 –0.29 .1225 T-Rex2XInvrTesla TSLZ ... 46.64 +5.64 ... FrankFTSEJapan FLJP 2.8 30.25 –0.65 .4778 iShiBdsDec28Cp IBDT 4.3 24.74 –0.18 .0952 JanusHendMtg JMBS 4.7 44.71 –0.64 .1904
USGlobalJets JETS ... 19.66 –0.44 ...
iShUSTreasuryBd GOVT 2.8 22.54 –0.28 .0532 T-Rex2XLgTesla TSLT ... 9.79 –1.55 ... GlbXCopperMiners COPX 2.2 41.59 +3.55 .3907 iShiBdsDec25Cp IBDQ 3.4 24.73 –0.04 .0779 JPM EqPrem JEPI 7.7 56.98 –0.12 .3009
UtilitiesSelect XLU 3.4 63.46 –0.29 .5972
JPMBetaEurope BBEU 2.8 59.16 +0.16 .2563 USTrea3mBill TBIL 5.1 49.95 +0.05 .2193 GlbXLithium LIT 1.2 45.34 +1.16 .3575 iShiBdsDec24Cp IBDP 3.1 25.02 +0.03 .0747 JPM USQualFactor JQUA 1.1 51.80 –0.29 .1928
VanEckBDCIncm BIZD 10.7 16.41 +0.01 .4679
JPMBetaJapan BBJP 2.8 57.06 +0.44 1.6015 ValkyrieBitcoinFd BRRR ... 19.59 –0.07 ... GlbXRuss2000Cvr RYLD 12.3 16.74 +0.03 .1632 iShiBdsDec27Cp IBDS 4.0 23.68 –0.13 .086 JPM UltShIncm JPST 5.0 50.33 +0.01 .214
VanEckGoldMin GDX 1.7 29.89 +0.25 .5001
JPMBetaUSDHYCpBd BBHY 6.6 45.76 –0.19 .2422 ValkyrieBitcoinFut BTFX ... 43.66 –0.71 ... KraneCSICnInt KWEB 1.8 26.31 +1.34 .4193
VanEckJPMEMLCBd EMLC 6.1 24.81 –0.11 .1156
JPMCorePlusBd JCPB 4.6 46.23 –0.50 .1897 VanEckGlFallAngHY ANGL 5.5 28.63 –0.15 .1384 KraneCnInternet KLIP 63.0 14.96 +0.39 .5726
VanEckJrGoldMin GDXJ .7 36.74 +0.81 .2736
NeosS&P500Hi SPYI 11.7 49.93 –0.06 .4967 VanEckSemicon SMH ... 217.84 –7.15 ... MAXS&P5004X XXXX ... 35.78 –0.38 ...
VanEckMerkGoldTr OUNZ ... 20.86 –0.20 ...
-1xShVIXFutures SVIX ... 39.20 +0.53 ... VangdEM GovBd VWOB 5.6 62.88 –0.65 .3163 MatlsSelSector XLB 1.9 90.80 +1.45 .5912

Selected ETF Leaders

VanEckOilSvcs OIH 1.3 323.28 +13.89 4.2235
PacerUSCashCows COWZ 1.8 56.07 +0.87 .2977 VangdIntrCorpBd VCIT 3.9 79.77 –0.83 .2732 MicroFang-3xInv BERZ ... 2.93 +0.22 ...
VanEckPfdxFin PFXF 7.8 17.75 –0.07 .0851
PacerUSSCCash100 CALF 1.2 47.48 –0.11 .1638 VangdIntermTrea VGIT 2.9 58.13 –0.71 .1496 MicroFANG-3XInvr FNGD ... 4.03 +0.13 ...
VangdExtMkt VXF 1.2 168.97 –2.88 .6768
ProShS&P500Arist NOBL 2.0 98.78 +0.34 .6558 VangdIntlDivApp VIGI 1.9 81.46 –0.98 .4338 MicroFang+3x FNGU ... 299.48 –11.99 ... VangdSC Grwth VBK .6 251.89 –5.35 .6187
ProShShtVIXST SVXY ... 107.95 +1.07 ... VangdIntlHiDiv VYMI 4.9 67.91 –0.79 .6158 MicroGold3XInvr GDXD ... 4.04 –0.19 ...
Vanguard Dividend VangdSC Val VBR 2.1 184.20 –1.41 1.1538
ProShUltVIXST UVXY ... 7.19 –0.23 ... VangdLTCorpBd VCLT 4.9 77.19 +0.14 .2865 0.17% MicroGold3xLvgd GDXU ... 26.77 +0.66 ... VangdDivApp VIG 1.8 179.17 +0.31 .9156
ProShVIXSTFut VIXY ... 14.08 –0.32 ... VangdLongTrea VGLT 3.6 58.19 –1.67 .1758 Appreciation (VIG) MicroUSBigBk3X BNKD ... 5.60 +0.13 ... VangdEnergy VDE 3.1 127.59 +4.68 1.06
T-Rex2XInvrNVIDIA NVDQ ... 4.89 –0.13 ... VangdMBS VMBS 3.5 45.22 –0.57 .1453 MicroUSBigBk3X BNKU ... 25.57 –0.66 ... VangdExtDuratn EDV 3.8 74.70 –3.05 .737
T-Rex2XLgNVIDIA NVDX ... 96.19 –0.27 ... VangdRuss1000Grw VONG .6 84.99 –0.19 .1653 PGIMUltraShBd PULS 5.6 49.58 +0.04 .2208
Vanguard Total Stock VangdFTSEAWxUS VEU 3.4 57.95 –0.43 .2153
2xBitcoinStrategy BITX ... 52.43 –0.84 ... VangdRuss1000Val VONV 2.0 76.35 –0.07 .4619 -0.28 PimcoEnhShMat MINT 4.7 100.32 +0.15 .435 VangdFTSEDevMk VEA 3.3 49.45 –0.52 .2865
2xLongVIXFut UVIX ... 10.50 –0.48 ... VangdRuss2000 VTWO 1.4 81.80 –1.74 .4012 Market (VTI) ProShBitcoin BITO 12.4 31.68 –0.09 .7264 VangdFTSE EM VWO 3.5 41.60 –0.16 .0385
VanEckBitcoin HODL ... 78.29 –0.29 ... VangdSTCpBd VCSH 3.3 76.97 –0.31 .229 ProShShBitcoin BITI 5.9 7.64 +0.01 .0189 VangdFTSE Europe VGK 3.3 66.69 –0.15 .3704
VanEckHYMuni HYD 4.2 51.80 –0.25 .1706 VangdShtTmInfltn VTIP 2.8 47.66 –0.18 .6375 SPDR S&P 500 ETF ProShShtDow30 DOG 4.6 29.33 +0.06 .4085 VangdFTSE Pac VPL 3.0 74.53 –1.59 .2868
VanEckMstrWd MOAT .8 87.26 –0.59 .7285 VangdShortTrea VGSH 3.6 57.89 –0.21 .1927 -0.37 ProShShrtQQQ PSQ 6.3 9.06 +0.11 .1904
Trust (SPY) VangdFinls VFH 1.9 99.05 +0.13 .5402
VanEckVietnam VNM 5.0 13.52 +0.06 .6552 VangdTotalBd BND 3.3 72.02 –0.84 .2023 ProShShRuss2000 RWM 4.8 21.12 +0.46 .3502 VangdGrowth VUG .5 338.08 –1.35 .5847
VangdUltShrtBd VUSB 4.7 49.43 –0.02 .2033 VangdTotIntlBd BNDX 4.6 48.80 –0.30 .0851 ProShShrtS&P500 SH 5.7 12.27 +0.08 .2355 VangdHiDiv VYM 2.9 116.92 –0.41 .6555
WT Bitcoin BTCW ... 73.41 –0.36 ... VangdTotIntlStk VXUS 3.2 59.59 –0.47 .2235 Vanguard FTSE ProShUltBlmCrude UCO ... 31.74 +2.29 ... VangdInfoTech VGT .6 515.56 –5.93 .7946
-0.38
WT USQltyDiv DGRW 1.7 74.58 +0.12 .08 Emerging Markets ProshUltBbgNtGas BOIL ... 13.92 –0.75 ... VangdIntermBd BIV 3.3 74.72 –0.96 .2115
NASDAQ ProShUltDow30 DDM .3 82.94 –0.13 .2167
NYSE ARCA (VWO) VangdLongTermBd BLV 4.3 71.21 –1.51 .2465
AXS1.25XNVDABr NVDS 32.3 13.22 –0.17 4.2717 ProShUltraQQQ QLD .1 83.64 –2.12 .0782 VangdMegaGrwth MGK .5 282.13 –0.90 .4293
AXSShInnovDly SARK 11.8 27.59 +1.14 3.2644 ARK Innovation ARKK ... 48.66 –2.09 ... iShares Core MSCI ProShUltRus2000 UWM .3 37.77 –1.76 .1141
-0.52 VangdMC VO 1.5 242.35 –2.07 1.1834
AXS TSLA BrDly TSLQ 9.0 41.32 +2.68 3.7319 abrdnBbgAllCmdK1 BCI 3.9 19.69 +0.26 .7614 EAFE (IEFA) ProShUltraS&P SSO .2 74.01 –1.04 .1181 VangdMC Val VOE 2.2 150.81 –0.92 1.1142
DefNasdaq100Enh QQQY 65.4 16.20 –0.14 .80 abrdnPhysGold SGOL ... 20.63 –0.19 ... ProShUltSemi USD .0 93.25 –4.91 .0269 VangdRealEst VNQ 4.1 85.19 –2.54 1.0683
DirexAAPLBull1.5X AAPU 2.8 22.85 +0.28 .2725 abrdnPhysSilver SIVR ... 24.10 +0.84 ... ProShUltSilver AGQ ... 29.66 +2.10 ... VangdS&P500ETF VOO 1.4 470.01 –0.38 1.8011
SPDR Gold Shares ProShUltDow30 UDOW .9 79.09 –0.24 .1447
DirexGooglBl1.5X GGLL 2.1 31.60 +1.88 .2265 AdvShMSOS2xDly MSOX ... 5.02 +0.68 ... -0.95 VangdSC VB 1.5 220.01 –2.87 1.0769
DirexNVDABear1X NVDD 2.2 11.91 –0.11 .0311 AdvShPureUSCan MSOS ... 8.87 +0.77 ... (GLD) ProShUltRus2000 URTY .6 45.10 –3.09 .0847 VangdTaxExemptBd VTEB 2.9 50.61 –0.18 .1312
DirexNVDABull1.5X NVDU .3 63.63 +0.12 .1766 AlerianMLPETF AMLP 7.4 46.63 +0.21 .88 ProShUltS&P500 UPRO .6 65.74 –1.46 .1194 VangdTotalStk VTI 1.3 253.71 –0.72 1.0017
DirexTSLABr1x TSLS 3.1 27.72 +1.80 .2292 AllianzUSLCBf20M MARW ... 28.35 –0.09 ... Vanguard FTSE ProShUltShDow30 SDOW 5.7 17.28 +0.27 .2532 VangdTotWrldStk VT 2.0 108.14 –0.90 .4212
DirexTSLABl1.5x TSLL 4.9 7.40 –0.84 .1253 AmplifyAltHarvest MJ .0 3.41 +0.17 .0558 -1.04 ProShShtRus2000 SRTY 5.1 29.05 +1.81 .4869 VangdValue VTV 2.3 158.44 +0.28 1.0308
FT EnhShtMat FTSM 4.8 59.73 ... .24 AmplifyJrSilver SILJ .0 9.56 +0.11 .0009
Developed Markets ProShUltSh&P500 SPXU 8.6 7.07 +0.14 .1817 VirtusInfrUSPfd PFFA 9.5 20.99 –0.18 .1675
FT GlTactCommod FTGC 3.2 23.72 +0.48 .2115 AmplifyTransData BLOK 1.0 34.63 –0.58 .3436 (VEA) ProShUltShBbgCrd SCO ... 16.68 –0.10 ... WT EMxSOE XSOE 1.8 29.23 –0.14 .175
FT LowDurOpp LMBS 4.2 48.06 –0.30 .185 ArkFinInnov ARKF ... 29.17 –0.52 ... Vanguard Total Bond ProShUltShBlmGas KOLD ... 146.20 +14.26 ... WT EM HiDiv DEM 5.4 41.72 –0.48 .315
FT NasdCleanEdge QCLN 1.0 32.61 –2.60 .082 AvantisEM AVEM 3.0 57.50 –0.46 1.141 -1.15 ProShUltDow30 DXD 2.1 32.63 +0.07 .384
Market (BND) WT EM SC Div DGS 4.5 50.69 –0.29 .455
FT NasdCybersec CIBR .4 56.12 –1.14 .1658 AvantisIntlEquity AVDE 2.9 62.70 –0.13 .7718 ProShUltShQQQ QID 6.3 9.54 +0.23 .2055 WT FRTrea USFR 5.2 50.41 +0.05 .217
FT NasdSemicon FTXL .6 88.03 –3.30 .1658 AvantisUSLCValue AVLV 1.7 62.14 +0.25 .3044 ProShUltShRus2000 TWM 4.8 11.46 –0.06 .2335 WT IndiaEarn EPI .1 42.57 –2.30 .06
FT RisingDivAch RDVY 2.0 54.27 +0.33 .3421 AvantisUSSCValue AVUV 1.7 88.97 –0.76 .4379 Invesco QQQ Trust ProShUltShS&P500 SDS 6.5 26.40 +0.10 .5841 WT IntlHdgQual IHDG 1.6 45.26 +0.32 .12
-1.16
FT SMID CapRising SDVY 1.9 33.19 –0.21 .1844 BitwiseBitcoin BITB ... 37.71 –0.14 ... (QQQ) ProShUSSemi SSG 12.9 2.63 +0.11 .0832 WT JapanHdg DXJ 2.9 104.00 –0.99 1.61
FT TCW Opp FIXD 4.1 43.47 –0.63 .155 BlkRkFlexIncm BINC 5.0 52.21 –0.16 .2366 ProShUltraSh20+ TBT 4.4 34.33 +1.98 .5226 XtrkHarvCSI300 ASHR 2.4 24.61 +0.27 .5925
GlbXAI&Tech AIQ .1 33.15 –0.50 .0193 BlkRkUSCarbon LCTU 1.4 56.08 –0.15 .2209 RealEstSectorSPDR XLRE 3.4 39.04 –1.13 .4208 XtrkMSCIEAFE DBEF 4.1 39.94 +0.13 .0342
GlbXNasd100Cv QYLD 11.6 17.82 –0.10 .1772 BlkRkUSEqRotat DYNF 1.0 43.36 +0.04 .0898
iShares Core S&P SPDRBlackSrLoan SRLN 8.7 41.98 +0.06 .2944 XtrkUSDHYCpBd HYLB 5.9 35.45 –0.11 .1719
-1.80
GlbX Robotics&AI BOTZ .2 31.65 –0.73 .0041 CapGrpCore CGUS 1.1 30.42 –0.15 .1017 Small Cap (IJR) SPDRBlmCvSecs CWB 2.0 71.81 –0.39 .1257 YieldCoinOpt CONY 78.3 26.01 –1.28 1.0751
GrShr2xLgAAPL AAPB 24.0 17.91 +0.24 4.3064 CapGrpDivVal CGDV 1.6 31.56 –0.04 .1668 SPDRBlmEMLocBd EBND 5.5 20.68 –0.15 .091 YieldNVDAOpt NVDY 42.2 27.91 +0.31 1.5304
GrShr2xLongCOINDly CONL .2 65.64 –8.96 .1086 CapGrpGlbGrw CGGO .7 28.33 –0.06 .1126 Source: Barron’s Statistics SPDR Blm HY Bd JNK 6.5 94.36 –0.34 .5287 YieldTSLAOpt TSLY 103.0 14.93 –0.98 .8092
GrShr2xLgNVDA NVDL 24.3 39.67 –0.10 1.6852 CapitalGrpGrw CGGR .4 31.14 –0.29 .0612 SPDRBlmInvGrdFR FLRN 5.7 30.76 +0.04 .1434 YieldUltOptIncm ULTY 70.2 18.20 –1.74 1.0653
GrShr2xLgTSLA TSLR ... 10.69 –1.71 ... CapGrpIntlFocus CGXU .9 25.39 +0.11 .0963 SPDRBbg1-3MTB BIL 5.1 91.63 +0.10 .3551 YieldUnivFdOpt YMAX 30.6 20.94 –0.68 .568
March 18, 2024 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 IntBdA 12.34 -0.12 -0.9 -4.1 Eq A 79.70 -0.41 4.0 28.1 US SmCpVal 44.72 -0.54 -0.5 20.7
funds value their portfolios daily IntlGrIncA 37.55 0.03 4.7 6.3 Carillon Reams: US TgdVal 31.66 -0.36 -0.7 20.3
and report net asset values (the
dollar amount of their holdings LtdTEBdA 15.29 -0.04 0.1 -0.8 CorePlBd I 29.40 -0.41 -1.5 -6.4 USLCpGr 34.19 -0.06 9.3 42.6
divided by the number of shares N PerA 59.63 -0.23 6.7 12.2 UnconstrndBd I 12.14 -0.13 -0.1 2.9 USLgVa 47.60 0.25 6.9 23.6
outstanding) to the National NEcoA 58.24 -0.63 7.9 6.9 Carillon Scout: USLgVaIII 30.57 0.16 6.9 24.0 On the Money: Money-market funds swept up cash, doubling their last month’s average weekly inflow to
Association of Securities Dealers.
Total returns reflect both price NwWrldA 78.25 0.04 4.3 -3.6 MidCap I 23.90 -0.25 9.6 6.3 USSoCoreEq2 25.34 -0.11 6.6 25.8 $17.3 billion. Inflows shrank by 25% at equity funds, to a $2.1 billion weekly average. Taxable-bond fund in-
changes and dividends; these SmCpA 66.85 -0.87 0.9 -12.5 CausewayInst : USSustCoreI 40.20 -0.11 7.4 29.6 flows ebbed to $6.3 billion a week. Muni-bond fund inflows ticked up to $340 million a week.
figures assume that all distribu- STBFA 9.45 -0.04 0.1 -0.6 USVectorEq 25.29 -0.18 4.5 19.7
tions are reinvested in the fund. CausewayInst 19.78 -0.10 1.1 20.3
TECAA 16.72 -0.04 0.3 -1.1 Dodge & Cox:
Because Lipper is constantly up- CIBC Atlas:
dating its database, these returns TxExA 12.41 -0.03 0.1 -1.3 Balanced n 103.25 -0.10 2.0 15.5
WshA 60.49 -0.34 6.1 35.3 DispEq Inst 29.40 0.00 5.9 26.1
may differ from those previously
ClearBridge:
Dodge & Cox n 10.82 -0.11 -1.1 3.3 Equity Funds Municipal Bond Funds
published or calculated by others. AMG Managers Funds: GblStock n 15.30 0.04 2.5 23.3
3 year returns are cumulative. The AggressGrowthA105.61 -1.47 1.1 -9.8 Income n 12.46 -0.15 -1.3 -3.8
3000 700
NAV is the last reported closing YachtmanFocFd I20.96 0.00 4.3 20.3
YacktFocFd N n 21.04 0.00 4.3 19.7 AllCapValueA 14.21 0.08 7.2 22.5 Intl Stk n 49.82 0.27 1.3 12.1
price for the week. Footnotes: NA: 600 440
not available. NE: performance YacktmanFd I 24.34 0.07 4.3 21.8 AppreciationA 33.43 0.09 8.5 34.7 Stock n 254.56 0.68 4.5 27.5
excluded by Lipper editor. NN: fund Angel Oak Funds Trst: DividendStrat1 n 29.22 0.07 4.8 33.8 DoubleLine Funds:
not tracked. NS: fund not in DividendStratA 29.18 0.07 4.7 32.6 -1800 180
existence for whole period. e: ex AglOkMtiStFdClIn 8.46 -0.05 1.0 -4.0 CoreFxdIncmI 9.16 -0.11 -1.0 -6.7
LargeCapGrowthA 57.32 -0.48 11.6 31.5
capital gains distributions. f: AQR Funds: LowDurBdI 9.57 -0.02 0.8 5.1
previous day’s quote. n: no front- LargeCapGrowthI68.20 -0.56 11.7 32.7
ShillerEnhCAPEI 14.49 -0.12 2.4 16.7
-4200 -80
or back-end sales charge. p: fund LgCapDefStyle I23.44 0.04 6.6 22.0 SmallCapGrowthIS40.45 -1.08 -0.3 -20.1
TotRetBdI 8.67 -0.11 -1.1 -7.7
assets are used to pay marketing Artisan Funds: Cohen & Steers:
TotRetBdN n 8.67 -0.11 -1.1 -8.3
-6600 -340
and distribution costs (12b-1 fees). GblOppInst 34.78 -0.14 9.4 8.0
r: fund levies redemption fee or GlbRltyI 50.22 -1.14 -3.4 -4.7 Jan Feb Mar Jan Feb Mar
back-end load. s: stock dividend or Intl Inv n 29.04 -0.03 8.3 7.6 InstlRlty 45.22 -1.36 -2.6 7.9 E
split of 25% or more. t: fund charges IntlInst 29.18 -0.02 8.4 8.4 PrefSecIncnI 12.03 0.00 3.1 -0.3
12b-1 fees (for marketing and IntlVal Inst 47.84 0.37 4.1 27.2 RltyIncI 16.20 -0.50 -2.5 6.5 Eaton Vance Class A: Money Market Funds Taxable Bond Funds
distribution) and a back-end load.
v: capital-gains distribution may be
IntlVal Inv n 47.69 0.37 4.0 26.3 RltyShs n 61.78 -1.87 -2.6 7.5 TMG1.0 n 2293.22 1.80 8.5 32.1 18600 13600
a return of capital. x: ex cash MidCapInst 44.57 -0.45 7.2 -7.6 Colorado BondShares: TMG1.1 102.96 0.08 8.4 31.0
dividend. MidCapInv n 37.26 -0.38 7.1 -8.3 ColoradoBdShs 8.86 NA NA NA Eaton Vance Class I: 14200 9500
Net YTD 3-Yr. B Columbia Class A: AtlCpSMID 40.42 -0.14 6.8 22.5
NAV Chg. % Ret. % Ret. BalancedA 50.52 -0.38 4.6 16.0 FltgRt 8.43 0.00 1.9 14.6 9800 5400
Baird Funds: ContCoreA 33.66 -0.14 8.4 33.7 GblMacAbR 8.36 0.02 2.7 11.3
A 5400 1300
AggBdInst 9.67 -0.12 -1.4 -7.4 DisplCoreA 14.18 -0.02 8.7 33.2 IncBos 5.12 -0.02 0.8 9.5
AAM: CorBdInst 9.99 -0.12 -1.2 -6.2 DivIncA 32.13 0.01 5.8 30.3 NatlMuniInc 9.33 -0.03 0.3 -0.4
IntBdInst 10.21 -0.08 -0.5 -3.7 LgCpGrowA 62.10 -0.30 8.9 31.5 Edgewood Growth Instituti: 1000 -2800
B&GIncGroClI 23.99 -0.13 5.1 22.8
AB Funds: ShtTBdInst 9.38 -0.03 0.3 1.9 LgCpVl A 16.29 0.11 6.2 22.1 EdgewoodGrInst 48.67 -0.72 11.3 10.8 Jan Feb Mar Jan Feb Mar
Baron Funds: LiGoBalA 11.43 -0.06 3.7 7.8
CapFdInc.LCapGow103.61 -0.15 11.8 38.7 SelgComuInfoA 116.83 -2.07 4.5 29.0 F A red chart indicates a lower value than the starting period. Green means it's higher than the starting period.
MuniIncmShares 11.13 -0.06 0.8 -0.1 Asset n 101.93 -0.38 4.0 1.1
TaxEA 11.88 -0.03 0.7 -3.0 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI
AB Funds - A: Growth n 99.23 0.15 3.7 4.0 Fairholme:
Columbia Class Adv:
LgCpGrA 91.84 -0.14 11.7 37.3 Partners n 139.92 -2.17 -12.3 -10.0 Fairholme n 32.90 -0.49 -9.0 7.6
SmallCap n 32.43 -0.40 7.2 0.5 DivIncom 32.81 0.01 5.8 31.2
RelatValA 6.55 0.03 7.4 30.3 Columbia Class C: FAM Value: Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
AB Funds - ADV: Baron Instl Shares: NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
DivInc 30.93 0.00 5.6 27.3 FAMValue n 98.65 -0.38 8.1 24.2
GlbBd 6.85 NA -0.8 -5.2 AssetInst 108.18 -0.40 4.0 1.8 Federated Hermes A: SrsAdvIntlCapApp 32.03 -0.33 7.7 12.0 Freedom2035 K 15.14 -0.11 4.3 9.6 GrStrt n 61.82 -0.06 9.6 17.6 IntlValIdx 9.64 0.03 3.3 18.1
EmergingMktsInst 14.17 -0.04 1.1 -25.2 Columbia Class I:
HiIncmAdv 6.91 NA 1.2 7.5 StrValDivA p 5.43 -0.03 0.5 19.2 StragInc n 11.38 -0.08 0.7 1.7 Freedom2035K6 15.10 -0.10 4.4 10.2 GwthDiscovery n 60.97 -0.40 13.2 37.4 LowDurationInc 10.08 0.00 1.1 7.6
GrowthInst 104.90 0.16 3.8 4.8 Acorn I 11.57 -0.09 5.9 -11.7 TotBdFdClZ 9.39 -0.12 -1.1 -5.0 Freedom2040 K 11.08 -0.06 5.6 13.3 HighInc n 7.67 -0.03 1.5 3.9 Muni Inc 9.94 -0.02 0.1 -0.7
IntlStraEquPtADV 12.83 -0.02 11.2 9.1 Federated Hermes Int:
PartnersInst 145.77 -2.25 -12.3 -9.3 Balanced I 50.41 -0.37 4.7 16.9 Fidelity Advisor A: Freedom2040K6 11.03 -0.06 5.8 13.8 IntBd n 9.98 -0.09 -0.5 -3.9 SAIEmgMktLoVolIx 11.18 -0.02 2.2 9.8
LgCpGrAdv 103.71 -0.15 11.8 38.4 ContCore I 34.07 -0.15 8.4 34.6 InsHiYld 8.74 -0.04 0.0 4.6
RealEstateInst 37.12 -0.66 3.8 -1.3 BalancA 27.63 -0.17 4.8 16.3 Freedom2045 K 12.80 -0.06 6.1 14.3 IntlCapiApp K6 16.49 -0.17 7.8 12.6 SAIInflaFocFd 89.22 2.28 5.8 21.7
NationalPtf 9.70 -0.03 0.4 -1.1 DivIncom I 32.17 0.01 5.8 31.2 TtlRtnBdI 9.35 -0.13 -1.6 -7.1
SmallCapInst 35.05 -0.44 7.2 1.2 EqGrA p/r 19.30 -0.14 13.0 36.1 Freedom2045K6 12.75 -0.06 6.2 14.8 IntlDisc n 48.29 -0.24 8.8 -0.5 ShortTermBd 9.60 -0.03 0.3 1.5
SmMidCpValAdv 22.75 -0.22 2.5 8.8 LgCpGrow I 66.54 -0.31 9.0 32.5 Federated Hermes IS:
Bernstein Fds: GrOppA 144.41 -2.01 12.5 6.8 Freedom2050 K 12.95 -0.07 6.1 14.2 IntlGrRet n 20.60 -0.12 7.6 15.6 TotalBd 8.90 -0.11 -1.0 -4.7
Advisers Inv Trst: LgCpIdx I 55.45 -0.05 7.6 34.4
DivrMuni n 13.91 NA 0.3 0.5 KaufmnSCI 49.06 -0.79 3.1 -22.5 NwInsghtA 36.86 -0.08 14.0 36.2 Freedom2050K6 12.93 -0.07 6.2 14.8 IntlSmCap n 32.02 -0.02 2.1 6.6 TxFreeBd 10.10 -0.02 0.1 -0.1
Balanced n 88.03 0.20 4.6 21.1 SelComunInfo 136.50 -2.41 4.6 29.9 StraValDivIS 5.47 -0.03 0.5 20.2
IntmDur n 11.16 -0.15 -1.6 -8.7 StrInA 11.21 -0.08 0.5 0.7 Freedom2055 K 15.00 -0.08 6.1 14.2 IntMu n 10.15 -0.02 0.1 0.2 U.S.TreBdIdx 8.63 -0.11 -1.7 -9.2
Growth n 113.52 0.31 6.9 36.3 SelLCVal 33.31 0.14 4.7 20.8 UltraShortI 9.19 -0.01 1.1 6.2
BlackRock Funds: Fidelity Advisor Fun: Freedom2055K6 14.98 -0.07 6.2 14.8 InvGB n 7.09 -0.10 -1.4 -7.0 USValueIndex 11.40 0.07 5.7 27.3
Akre Funds: StratInc I 21.17 -0.15 -0.1 -1.0 Federated Hermes R:
CoreBd Inst 8.19 -0.10 -1.3 -8.4 EqGrClZ 22.74 -0.16 13.1 37.7 Idx2020InsPre 15.76 -0.14 1.6 2.9 InvGrBd 9.87 -0.14 -1.5 -5.8 Fidelity Selects:
AkreFocusInst 63.88 -0.26 6.9 28.3 TotReBd I 29.86 -0.44 -1.5 -11.1 KaufmnR 5.51 -0.06 4.8 -14.6 Idx2025InsPre 18.06 -0.16 2.0 4.2 LargeCap n 48.93 0.14 8.5 36.9
HiYBlk 7.03 -0.03 1.3 8.6 InterDiscZ 48.04 -0.23 8.8 -0.2 Biotech n 19.22 -0.50 7.8 -14.3
AkreFocusRtl 61.30 -0.25 6.9 27.3 Columbia Class I2: Federated Hermes R6: Idx2030InsPre 19.38 -0.15 2.5 6.1 LevCoSt n 38.90 0.00 11.6 20.8
HiYldBd Inst 7.02 -0.03 1.1 8.2 IntlGrwZ 20.58 -0.12 7.6 16.0 DfAero n 16.80 -0.35 -0.9 17.5
AmanaGrowth n: DivIncom 32.78 0.01 5.8 31.5 FedInstHYBondL 8.75 -0.04 0.1 4.7 Idx2035InsPre 22.22 -0.14 3.3 9.4 LmtTrmMuniIncm n 10.34 -0.01 0.2 -0.3
LowDurI Inst 8.97 -0.03 0.4 0.8 fedadvcons 10.06 0.00 1.1 NS Energy n 61.35 2.37 10.5 104.8
AmanaGrowth n 77.90 -0.96 9.1 42.6 Columbia Class I3: StrValL 5.47 -0.03 0.5 20.2 Idx2040InsPre 23.16 -0.12 4.3 12.7 LowP n 46.11 -0.18 4.6 22.8 Health n 29.99 -0.51 4.3 2.1
BlackRock Funds A: Fidelity Advisor I:
Amer Beacon Insti: ContCore I3 35.01 -0.14 8.5 35.2 TtlRtnBdL 9.35 -0.13 -1.6 -7.1 Idx2045InsPre 24.25 -0.11 4.7 13.6 LowPriStkK 46.04 -0.18 4.7 23.1 HlthCareSrvPt r n 134.10 0.16 0.7 17.0
AdvLgCapCore 20.42 0.03 7.9 29.8 BalancI 28.37 -0.18 4.8 17.2 Idx2050InsPre 24.29 -0.12 4.7 13.6 LowPriStkK6 15.75 -0.06 4.7 24.1
SmCpInst 24.79 -0.34 -0.6 9.2 DivIncom 32.84 0.01 5.8 31.7 Fidelity: ITSvs n 65.70 -0.66 5.4 -8.4
CapAppr 35.86 0.22 12.4 24.2 ConsvIncmMuni I n 10.03 -0.01 0.5 4.5 Idx2055InsPre 19.99 -0.09 4.7 13.6 Magin n 13.95 -0.03 13.3 37.3
American Century G: EqtyDivd 19.94 0.01 4.5 20.5 500IdxInstPrem n 178.11 -0.16 7.6 35.1 EqGrI 22.40 -0.15 13.1 37.1 MdTchDevis n 66.01 -1.50 6.5 -2.8
D Idx2020 Premier 15.76 -0.13 1.7 2.9 MAMun n 11.44 -0.03 0.1 -1.9 Multimedia n 95.17 -0.63 8.3 9.9
GlBond 8.64 -0.08 -1.1 -5.6 GlblAlloc 19.03 -0.02 4.1 1.9 BalancedK6 14.83 -0.09 4.9 18.7 FAEmgMktI 28.76 0.08 0.8 -18.9 Idx2025 Premier 18.05 -0.16 2.0 4.2 Manager40 n 12.62 -0.09 1.9 4.5 Retail n 20.82 0.11 11.0 7.7
Sustain Equity 51.31 -0.06 8.4 35.6 HlthScOp 69.60 -0.66 6.4 16.2 Davis Funds A: Contrafund K6 26.52 -0.02 15.2 41.3 FAInvGrdI 7.10 -0.10 -1.4 -7.1 Idx2030 Premier 19.37 -0.15 2.5 6.1 Manager60 n 15.05 -0.10 3.0 7.6 Semiconductors r n 29.63 -1.15 22.2 109.2
American Century I: MdCpGrA 34.55 -0.40 5.8 -4.6 EmgMktIdxInstPre n 10.20 0.00 1.5 -17.4 FltRatel 9.33 0.01 2.1 18.2
NYVen A 28.93 -0.02 9.0 15.5 Idx2035 Premier 22.22 -0.14 3.3 9.5 MegaCpStk n 22.75 0.08 8.6 39.8 Softwr n 28.31 -0.34 2.3 27.4
EqInc 8.69 -0.01 3.0 17.1 MultiAstIncome 9.99 -0.05 1.3 3.9 ExtMktIdxInstPre n 80.24 -1.34 2.8 -6.0 GrOppI 160.28 -2.22 12.6 7.6
Davis Funds C & Y: Idx2040 Premier 23.15 -0.12 4.3 12.7 MidCap n 42.48 -0.30 4.8 19.6 Tech n 31.65 -0.45 11.0 30.7
Growth 55.15 -0.12 9.9 35.5 NatlMuni 10.18 -0.02 0.3 -2.9 FidAdAsset 13.35 -0.09 0.8 1.8 HthCarI 69.49 -1.19 4.1 2.0
NYVenY 30.13 -0.01 9.0 16.4 Idx2045 Premier24.24 -0.12 4.7 13.6 MuniInc n 12.29 -0.03 0.1 -1.1 Fidelity Series:
IntTF 10.83 -0.03 0.2 -0.3 ScTechOppA 58.03 -0.24 13.9 3.5 FidAdEm 37.25 -0.05 4.3 NS IntlGr 20.55 -0.11 7.6 15.6
Del Invest Instl: Idx2050 Premier24.28 -0.12 4.7 13.6 NASDAQ n 202.65 -1.39 6.6 22.3
MdCapVal 15.73 -0.19 1.0 15.6 TotRet 9.82 -0.12 -1.4 -9.2 FidSAI 8.92 -0.03 1.6 NS MuniIncI 10.16 -0.02 0.0 0.0 Canada 15.19 0.04 3.4 28.5
Value 17.53 0.00 4.5 15.3 Idx 2055 Premier 19.98 -0.10 4.7 13.6 NewInsights Z 38.76 -0.09 14.1 37.7
SmCapVal 10.44 -0.11 -0.6 3.5 BlackRock Funds III: FidSAIEmerg 12.54 -0.06 3.4 -0.6 NwInsghtI 38.59 -0.08 14.1 37.2 IntMuni Z 10.17 -0.02 0.1 0.4
Deutsche DWS: Idx 2060 Premier 16.93 -0.08 4.7 13.6 NewMill n 53.06 -0.21 11.2 46.9
American Century Inv: FidSer5 7.50 -0.14 -2.1 NS REIncmInst 11.58 -0.12 0.4 5.5 FidelityAdviAsset:
iShS&P500IdxK601.42 -0.58 7.6 35.0 Income n 10.45 -0.09 0.3 -0.7 NewMkt n 12.37 -0.11 0.6 -0.9
iShUSAggBdIdxK 8.90 -0.11 -1.5 -8.1 CoreEq n 33.72 0.15 8.7 37.7 FidSer0-5 9.50 -0.04 0.3 NS StrInI 11.38 -0.08 0.7 1.6 ADVAssetMan60 15.04 -0.10 3.0 7.8
DiscCoreVal n 34.94 0.03 6.8 11.4 Fidelity Invest: OTC n 20.17 -0.12 10.3 27.5
BlackRock Funds Inst: Diamond Hill Funds: FIDSerEmgMkt 8.72 -0.05 3.1 -20.2 Total Bd 9.39 -0.12 -1.2 -5.4 First Eagle Funds:
EqGro n 29.47 -0.01 8.7 22.0 AggrInt n 28.60 -0.29 7.8 12.2 OTC K 20.64 -0.12 10.3 27.9
LgCapI 33.90 0.17 6.6 19.7 FidSerInt 8.65 -0.07 -1.0 NS Fidelity Advisor M: GlbA 65.94 0.12 4.5 17.9
EqInc n 8.67 -0.01 3.0 16.2 AdvLgCapCore 21.62 0.04 8.0 30.9 AilSectEq 11.45 -0.03 8.7 35.7 Ovrse n 64.42 -0.46 6.8 13.8
LgCapY 33.93 0.16 6.6 20.1 FidSerToMarket 16.78 -0.05 6.9 27.1 Balanced 28.07 -0.18 4.7 15.5 OverseasA 24.87 -0.02 2.6 7.6
Grwth n 53.34 -0.13 9.8 34.7 CAInsMun 12.03 -0.02 1.0 0.6 AMgr20% n 13.35 -0.10 0.7 1.7 PuritanK 24.89 -0.17 7.0 20.2
LongShortI 28.73 0.11 6.7 19.4 FIDSerTresIndxFd 9.93 0.00 1.0 7.6 EqGr 18.57 -0.13 13.0 35.1 FPA Funds:
Heritage n 23.95 -0.32 9.5 1.5 EmgMkts 24.07 -0.18 -0.7 -24.4 AMgr50% n 20.05 -0.14 2.4 5.9 Puritn n 24.92 -0.17 7.0 19.9
Dimensional Fds: FIDZroExtMktIx n 12.59 -0.19 2.8 2.1 GrOppM 141.76 -1.98 12.5 6.0
MdCapVal n 15.70 -0.20 1.0 14.8 EqtyDivd 20.04 0.00 4.5 21.2 AMgr70% n 26.73 -0.16 3.7 10.1 RealE n 37.07 -1.24 -3.7 6.5 FPANwInc n 9.73 -0.06 0.3 5.0
FIDZroLgCpIx n 18.13 -0.02 7.6 33.2 NwInsghtM 34.26 -0.08 13.9 35.2
OneChMod n 14.66 -0.11 3.1 5.3 FloRateIncPorIns 9.74 0.01 2.1 17.4 2TGlFxd 9.78 0.01 1.1 2.9 AMgr85% n 25.41 -0.13 4.7 13.0 SAIIntlMinVolInd 11.18 -0.14 2.3 9.3 FPA Funds Trust:
Flex 500 Index 21.88 -0.03 7.6 35.1 Fidelity Advisor Z: SAILTTreBdIdx 7.10 -0.21 -5.3 -26.8
Select n 107.71 -0.28 7.6 32.5 GlblAlloc 19.20 -0.02 4.1 2.7 5GlbFxdInc 10.08 0.01 1.2 -1.8 AstMgr30R n 11.58 -0.09 1.2 2.8 FPACres Inst n 40.13 0.05 3.9 18.1
FlexIntIdx 13.06 -0.05 3.6 3.8 AdvIntlSmCpZ 32.21 -0.01 2.2 7.1 SAISm-MidCap500I 6.36 -0.07 3.9 9.1
Ultra n 81.13 -0.06 8.9 28.2 HiEqInc 28.44 -0.03 3.4 23.7 DFARlEst 37.89 -1.17 -3.4 5.0 Balanc n 28.24 -0.18 4.9 17.3 FPACresentFnd 40.16 0.05 3.9 18.3
FlexUSBdIdx 8.97 -0.12 -1.6 -8.3 AssetManager50% 19.99 -0.14 2.5 6.1 SAIUSMinVolIndFd 19.87 0.07 6.4 29.6
American Century R6: HlthScOp 74.49 -0.70 6.5 17.1 EmgMkt 28.05 -0.02 1.9 -7.0 BalancedK 28.24 -0.18 4.9 17.5 Franklin A1:
Freedom2060K 13.78 -0.07 6.1 14.2 AssetMngr85 25.26 -0.13 4.7 13.3 SAIUSQtyIdx 20.84 -0.13 7.6 42.4
AmCentUltraFdR6 87.07 -0.05 8.9 29.5 MdCpGrEq 40.75 -0.47 5.8 -3.9 EmgMktSoCoEq 14.19 -0.03 1.5 -7.0 BluCh n 196.22 -1.53 13.2 25.9
GlexUSIdxInstPre n 14.58 -0.06 3.6 3.9 CA TF A1 6.89 -0.02 0.3 -1.8
MdCapVal 15.73 -0.19 1.1 16.1 MultiAstIncome 10.00 -0.05 1.3 4.7 EmgMktVa 29.91 -0.05 1.6 9.0 AsstMngr70 26.68 -0.16 3.7 10.3 BluChpGr K6 30.16 -0.31 12.4 26.8 SmCapDisc n 27.67 -0.22 4.0 19.0
GrowthCompanyK6 25.66 -0.18 14.3 31.5 Fed TF A1 10.85 -0.03 0.5 -2.3
SmCpVal 10.45 -0.10 -0.6 4.0 NatlMuni 10.18 -0.01 0.4 -2.1 EmMktCorEq 22.77 -0.10 1.6 -2.2 EmMkt Z 28.70 0.08 0.8 -18.6 BluChpGrK 197.33 -1.53 13.3 26.3 SmlCapO n 14.57 -0.23 4.8 9.9
InflPrBdIndInsPr n 8.95 -0.11 -1.0 -2.7 HiInc A1 1.72 -0.01 1.1 9.3
American Century Y: ScTechOppInst 64.00 -0.27 13.9 4.2 EmMktSmCp 22.74 -0.16 -0.4 5.5 FloatRateHighInc 9.33 0.00 2.2 18.6 CAMun n 12.21 -0.02 0.0 -1.0 SmlCpGrth n 30.86 -0.48 9.6 -1.7
IntlIdxInstPrem n 49.49 -0.31 4.5 13.6 HY TF A1 8.88 -0.01 1.9 -2.8
StratIncOpptyIns 9.36 -0.06 0.1 1.8 Fixd 10.26 0.01 1.2 4.8 GrOpp 162.60 -2.25 12.6 8.0 CapAp n 44.20 -0.30 11.4 33.0 SmlCpGrth K6 16.53 -0.27 9.7 -0.7
IntTF 10.83 -0.02 0.3 -0.2 IntlIndex n 11.46 -0.05 3.5 4.7 IncomeA1 2.31 -0.01 0.6 14.1
StratMuniOppI 10.61 -0.01 1.2 -2.4 GblAll60 40Inst20.83 -0.05 3.4 11.8 IntCpAp 32.13 -0.33 7.8 12.5 CapDevO n 22.35 0.07 8.8 37.9 SmlCpGrth Z 31.21 -0.48 9.6 -1.4
American Funds Cl A: IntrTresBdIxPrem n 9.51 -0.15 -1.9 -10.2 NY TF A1 10.04 -0.03 0.3 -2.9
TotRet 9.81 -0.13 -1.3 -8.5 GlEqInst 32.07 -0.09 5.3 21.0 InvestGradeBd 7.11 -0.09 -1.4 -6.7 CnvSc n 32.76 -0.16 1.0 -3.0 SmlCpVal n 20.07 -0.22 1.5 12.8
2020TarRetA 13.20 -0.09 1.8 7.0 LgCpGwId InstPre n 32.14 -0.08 8.9 39.3 US Gov A1 5.02 -0.06 -1.8 -9.1
BNY Mellon Funds: GlRESec 9.89 -0.24 -3.7 -1.2 NewMktsIncFdZ 12.37 -0.11 0.7 -0.7 Contra n 18.57 -0.03 15.5 40.5 Srs1000ValIndRet 15.47 -0.01 5.3 21.4
2025TarRetA 14.88 -0.10 2.1 7.4 LgCpVlIdxIstPrem n 17.02 -0.02 5.3 21.3 Utils A1 19.45 -0.06 0.9 13.6
InfProtSec 10.73 -0.13 -0.9 -3.1 RE Income 11.57 -0.12 0.4 5.8 ContraK 18.63 -0.03 15.5 40.8 SrsBlChGroRetail n 17.67 -0.14 13.1 29.1
2030TarRetA 16.61 -0.12 2.9 9.4 Aprec n 43.01 0.08 5.5 29.5 LTTrsBdIdxInstPr n 9.58 -0.28 -4.8 -24.4 Franklin Templeton:
IntGvFxdInc 10.87 -0.15 -1.6 -9.9 StkSelAllCap 72.82 -0.27 6.0 24.4 CpInc n 9.84 -0.02 3.0 11.8 SrsCommStrt 94.23 1.31 1.7 24.0
2035TarRetA 18.24 -0.11 3.9 11.9 Dr500In n 54.89 -0.05 7.5 33.1 MidCpInxInstPrem n 31.36 -0.26 4.7 12.6 Fidelity Freedom: SrsEmrgMkt 17.67 -0.04 2.0 -19.6 TgtModA 15.07 NA NA NA
IntlCoreEq 15.79 -0.04 3.1 11.4 DisEq n 64.62 -0.35 10.5 31.9
2040TarRetA 19.37 -0.11 4.9 14.3 Dreyf n 18.27 0.04 12.1 49.6 OTCK6Port 22.24 -0.14 10.5 28.8 SrsGlobal 14.34 -0.05 3.5 3.9 FrankTemp/Frank Adv:
IntlREst 3.56 -0.02 -4.6 -12.4 2060 K6 13.78 -0.07 6.2 14.8 DivGth n 36.31 -0.01 10.0 33.8
2045TarRetA 19.91 -0.11 5.1 14.6 DreyMid r Inv n 29.68 -0.27 5.4 12.6 PuritanK6 15.11 -0.10 6.9 21.0 SrsIntlGrw 18.50 -0.10 8.0 18.1 CA TF Adv 6.88 -0.02 0.4 -1.4
IntlSustCore1 12.74 -0.05 4.1 8.3 FF2010 n 13.75 -0.12 0.9 0.3 DivIntl n 43.90 -0.25 6.9 7.7
2050TarRetA 19.60 -0.11 5.3 14.4 GlFxIncI 19.88 -0.19 0.0 -1.5 RealEstIdxInst n 15.24 -0.44 -3.5 2.1 SrsGroCoRetail 22.10 -0.12 13.5 33.1 CvtScAdv 21.16 -0.10 2.2 -2.4
IntlVal 20.95 0.11 4.7 25.1 FF2015 n 11.35 -0.10 1.5 1.5 DivIntl K6 14.50 -0.08 6.9 8.7
AmcpA 41.04 -0.34 7.7 17.9 InstS&PStkIdx I 56.17 -0.06 7.6 34.3 SAIUSLgCpIndxFd 21.23 -0.02 7.6 35.0 SrsIntlSmCp 17.28 -0.04 1.9 5.0 Dynat Adv 156.60 -1.98 12.1 9.4
IntlVectorEq 13.70 -0.02 2.5 10.8 FF2020 n 14.33 -0.13 2.1 2.5 DivStkO n 35.64 -0.17 11.7 35.8
AMutlA 53.16 -0.28 4.7 27.9 IntlStkI 25.14 -0.23 5.8 9.9 SeriesBondFd 8.86 -0.12 -1.6 -8.2 SrsIntlVal 12.29 -0.03 5.3 26.7 Growth Adv 134.18 -0.55 8.5 24.8
IntSmCo 19.60 -0.08 1.5 2.6 FF2025 n 13.45 -0.12 2.7 3.9 EmrgMktK 37.29 -0.05 4.2 -14.1
BondA 11.20 -0.15 -1.7 -8.3 IntlStkY 24.81 -0.24 5.7 10.0 SeriesOverseas 13.92 -0.10 7.3 17.9 STBF n 8.35 -0.03 0.3 1.4 IncomeAdv 2.29 0.00 0.6 14.7
IntSmVa 21.90 0.00 3.2 15.2 FF2030 n 17.12 -0.14 3.3 5.9 EmrgMktsDebt 7.74 -0.07 1.1 -0.2
BalA 33.11 -0.36 3.8 16.5 SmMidCpGrI 26.31 -0.47 0.0 -27.3 SerLTTreBdIdx 5.54 -0.16 -4.8 -24.5 StkSelSmCp n 34.92 -0.53 4.6 7.7 RisDv Adv 93.42 0.47 5.8 31.4
IntTermMuni 10.09 -0.02 -0.1 0.1 FF2035 n 15.16 -0.11 4.3 9.3 EmrMkt n 37.29 -0.05 4.2 -14.4
CapIBA 66.97 -0.82 1.8 12.9 StrgVal I 43.44 -0.01 5.1 41.9 SmCpIdxInstPrem n 25.27 -0.52 0.9 -9.7 StkSlcACap n 73.33 -0.28 6.0 24.1 SmCpValAdv 57.72 -0.84 0.0 2.5
IntVaIII 18.03 0.09 4.6 25.2 FF2040 n 11.07 -0.06 5.5 12.8 Eq Inc n 71.15 0.07 5.8 25.7
CapWA 16.11 -0.32 -2.5 -16.1 BNY Mellon Funds Tru: STBdIdx InstPrem n 9.70 -0.06 -0.3 -1.7 StratDivInc n 16.40 -0.12 3.3 14.6 FrankTemp/Franklin A:
ITExQual 9.50 -0.10 -1.0 -6.5 FF2045 n 12.81 -0.06 6.0 13.9 EqDivIncm n 28.46 -0.06 4.9 28.2
CapWGrA 63.60 -0.33 6.1 16.2 NtlIntmMuni 13.05 -0.02 0.1 -0.5 LgCo 34.02 -0.04 7.6 34.8 STTreIdx InstPre n 10.03 -0.06 -0.5 -2.6 TaxFrB n 11.03 -0.03 0.2 -0.8 BAL A 12.35 -0.09 0.1 9.7
FF2050 n 12.96 -0.07 6.1 13.8 Fidel n 82.31 0.32 10.5 39.7
EupacA 58.12 -0.07 6.3 -4.1 Brown Advisory Funds: LgCpIntl 27.47 -0.07 4.3 14.4 TMktIdxInstPrem n 140.90 -0.43 6.9 27.1 TotalBond n 9.40 -0.12 -1.1 -5.3 DynaTech A 149.79 -1.91 12.0 8.6
Free2055 n 15.00 -0.08 6.0 13.8 FltRateHi n 9.34 0.01 2.2 18.5
FdInvA 77.21 -0.47 8.2 30.5 GrwthEquityInst 28.91 -0.28 6.4 14.3 SclCrEqInst 14.57 -0.05 2.8 6.9 TotalMarketIndex n 17.78 -0.06 7.0 28.3 TotalBond K6 8.72 -0.11 -1.2 -5.1 EqIn A 30.87 0.09 5.2 26.1
Free2060InstPrem 16.93 -0.08 4.7 13.6 FocsdStk n 35.68 -0.41 17.8 35.5
GBalA 37.13 -0.20 2.3 6.3 STExQual 10.39 0.01 1.1 0.6 TtlIntIdxInstPr n 13.56 -0.06 3.1 3.2 Trend n 169.64 -1.63 14.2 33.9 FoundFAlA 14.73 -0.04 5.1 14.7
Freedom2015 K 11.33 -0.10 1.5 1.7 FournOne n 56.72 -0.34 4.2 13.7
GovtA 11.83 -0.17 -2.0 -8.7 C STGov 10.01 0.01 1.1 0.8 USBdIdxInstPrem n 10.19 -0.14 -1.7 -8.2 Freedom2020 K 14.32 -0.13 2.1 2.7 GNMA n 9.98 -0.14 -2.1 -8.8 Value n 14.93 0.00 4.0 26.2 GrOp A 47.61 -0.36 11.2 15.9
GwthA 69.04 -0.55 9.3 19.3 STMuniBd 10.16 0.00 0.4 2.9 USSusIdx n 23.08 -0.02 8.6 38.3 Freedom2020K6 14.26 -0.13 2.2 3.1 GovtInc n 9.04 -0.13 -1.9 -9.9 ValueDisc n 36.37 0.06 3.6 18.0 Growth A 132.96 -0.54 8.4 23.9
HI TrA 9.52 -0.03 1.5 9.4 Calamos Funds: US CoreEq1 38.61 -0.07 7.1 29.5 Fidelity Adv Focus A: Wrldw n 35.28 -0.33 13.4 19.6 LwDuToRt A 8.87 -0.03 0.4 1.7
Freedom2025 K 13.43 -0.12 2.8 4.2 GroCo n 36.11 -0.18 13.1 29.6
HiInMuniA 15.09 -0.04 1.6 0.7 Gr&IncA 44.71 -0.08 5.8 19.0 US CoreEq2 34.58 -0.07 6.5 27.9 HthCarA 62.43 -1.07 4.1 1.2 Freedom2025K6 13.39 -0.12 2.8 4.7 GroInc n 58.41 0.14 7.8 36.1 Fidelity SAI: RisDv A 93.51 0.47 5.7 30.4
ICAA 53.93 -0.33 7.3 36.3 MktNeutI 14.37 -0.02 1.3 9.7 US Micro 26.08 -0.45 -0.8 7.2 TechA 105.95 -1.56 11.3 43.3 Freedom2030 K 17.10 -0.14 3.3 6.2 GrowCoK 36.31 -0.18 13.2 29.9 FidSAIEmgMktIndx 13.16 0.00 1.4 -17.7 SmMCpGrA 36.79 -0.39 4.8 -5.7
IncoA 23.79 -0.23 2.2 14.3 Calvert Investments: US Small 44.55 -0.69 0.4 7.8 Fidelity Advisor: Freedom2030K6 17.04 -0.14 3.3 6.7 GrowIncK 58.34 0.14 7.8 36.4 FidSAIIntlIndxFd 14.21 -0.09 4.6 13.5 StrInc A 8.24 -0.05 -0.1 -0.5
48 BARRON’S March 18, 2024

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.
TtlRtn A 8.20 -0.10 -1.3 -9.2 RoMu A p 15.37 -0.07 0.3 -0.7 Lazard Instl: Nicholas Group: Balnanced n 26.25 -0.14 4.1 11.2 TSM Sel nr 86.59 -0.27 6.9 27.0 GroIncAdml n 98.65 -0.22 9.3 37.2 IdxIntl 19.12 -0.14 3.0 3.3
FrankTemp/Franklin C: SenFltRtA 6.71 0.01 2.5 20.8 EmgMktEq 17.68 0.02 3.0 6.1 Nich n 92.94 -0.45 7.3 44.0 BlChip n 166.90 -0.15 11.8 18.6 USSmCoIdx nr 16.40 -0.30 -0.8 6.9 GrwthAdml n 173.98 -0.67 8.7 33.6 ITTresIdx Inst 24.35 -0.30 -1.6 -8.3
Income C 2.36 0.00 0.9 12.5 SP IncomeA 5.56 0.03 10.7 86.4 GlbLstInfr 15.59 -0.14 2.0 31.1 Northern Funds: Communica&Tech n 133.93 -1.38 12.1 -0.3 SEI Portfolios: HltClxAd nr 132.97 -1.30 6.0 20.9 LTTresIdx Inst 24.82 -0.71 -5.2 -24.5
FrankTemp/Franklin R: Invesco Funds P: IntStrtEq r 16.28 -0.07 5.2 6.0 BdIdx n 9.07 -0.12 -1.8 -8.3 DivGro n 75.11 0.00 6.1 30.8 CoreFxIn F 9.43 -0.14 -1.8 -10.2 HlthCareAdml nr 91.12 -1.34 3.3 23.6 MdCpGrAdml n 98.63 -1.08 4.3 7.0
Summit P pn 25.27 -0.20 11.7 8.9 Legg Mason I: EqInc n 35.46 -0.03 5.3 22.9 IntlEmg F 10.96 -0.06 2.2 -17.7 HYCorAdml nr 5.36 -0.03 0.1 6.0 MdCpVlAdml n 78.10 -0.51 4.0 16.5
FrkDynTchR6 158.97 -2.01 12.1 9.8 EmMktsEqIdx nr 10.83 -0.02 1.1 -18.6
Invesco Funds Y: IntlGrTrI 65.59 -0.34 7.6 1.8 EqIndex n 134.93 -0.13 7.6 34.4 IntlEq F 11.98 -0.07 3.3 7.8 InfProAd n 22.78 -0.26 -1.1 -3.0 SmValAdml n 79.12 -0.64 2.3 13.4
FrkGrthR6 134.07 -0.54 8.5 25.1 HiYFxInc n 5.95 -0.02 0.7 5.8
Longleaf Partners: GlbStk n 62.84 -0.52 9.7 3.7 IntMuni F 11.14 -0.02 0.3 -1.4 InfTechIdx n 263.94 -3.02 6.5 46.0 TotBd2 9.37 -0.11 -1.6 -8.2
FrkIncR6 2.30 -0.01 0.6 14.8 DevMktY 39.16 0.43 1.4 -24.8 IntlEqIdx nr 14.46 -0.10 4.7 13.2
GlbTech n 17.76 -0.28 13.3 -17.1 LgCapGr F 43.51 -0.10 10.0 33.5 IntlGrAdml n 106.12 -0.87 4.2 -19.0 TotIntlInstIdx r 127.86 -0.99 3.1 3.6
FrkRisDivR6 93.41 0.47 5.8 31.6 DiscovY 112.13 -2.01 8.3 -6.5 Partners n 22.97 0.03 1.7 -0.1 IntTxExpt n 9.81 -0.03 -0.1 -2.6
Growth n 95.32 -0.27 10.1 10.7 TaxMgdLC F 35.51 0.15 5.8 27.6 ITBondAdml n 10.11 -0.14 -1.7 -8.3 TotItlInstPlId r 127.89 -0.99 3.1 3.6
FrkSmCpGrR6 25.19 -0.59 4.1 -14.4 EqWtdY 73.11 -0.47 4.2 20.8 Loomis Sayles Fds: MidCpIdx n 21.04 -0.19 5.5 13.8
HelSci n 93.17 -1.18 6.0 7.3 SmeadFds: ITIGradeAdml n 8.50 -0.10 -1.2 -5.5 TotSt 123.43 -0.36 6.9 26.6
FrankTemp/Mutual A&B: GloblY 99.44 -1.56 9.0 13.4 LSBondI 11.54 -0.11 0.0 -1.0 StkIdx n 52.71 -0.05 7.6 34.8
InstFLRfd r 9.50 0.01 2.3 17.9 ITsryAdml n 9.76 -0.14 -1.5 -8.0 VANGUARD INSTL FDS:
Shares A 25.24 0.10 4.5 17.5 IntGrowY 37.28 -0.10 4.6 1.1 Lord Abbett A: Nuveen Cl A: SmeadValueInstl80.22 0.01 5.3 39.3
InstHiYld 7.78 -0.03 0.6 6.7 ITTresIdx n 19.62 -0.25 -1.6 -8.3 BalInst 46.17 -0.30 3.5 12.3
FrankTemp/Temp A: IntlSmCoY 42.97 -0.35 1.0 -7.6 AAMunBd p 10.21 -0.03 0.6 -7.1 SSgA Funds:
Affiltd p 18.01 -0.04 6.9 24.3 LgCapGow I 72.71 -0.17 10.5 22.5 LarCapAd n 118.52 -0.15 7.5 31.9 DevMktsIndInst 15.89 -0.17 3.6 9.8
Ivy Funds: HiYldMuBd p 15.00 -0.04 2.3 -2.5 SP500 n 242.54 -0.23 7.6 34.6
Frgn A 7.99 0.02 -0.5 10.3 BdDeb p 7.06 -0.05 0.9 -4.0 InstLCCoreGr 67.01 -0.05 11.8 19.1 LTGradeAdml n 7.80 -0.14 -3.1 -14.5 DevMktsInxInst24.84 -0.26 3.6 9.9
GlBond A 7.40 -0.12 -4.1 -10.4 AssetStrA p 21.46 -0.09 6.4 17.9 CalibrDivGr 21.05 0.06 8.4 31.9 Nuveen Cl I: LgCpVal 23.56 -0.07 5.0 21.0 LTsryAdml n 8.26 -0.24 -5.0 -24.4
T EmMkInst r 26.36 -0.06 1.5 -12.4
Growth A 26.31 -0.20 3.0 9.1 CoreEqA t 16.60 0.02 9.4 34.5 FloatRt p 8.18 0.01 2.3 16.7 HYMunBd 15.01 -0.04 2.3 -1.9 InstSmCap 27.01 -0.42 1.4 -5.1 MidCpAdml n 300.08 -2.57 4.2 12.0 ExtndInst 128.16 -2.13 2.8 -6.0
World A 16.38 -0.10 9.2 11.7 LgCpGwthA p 32.14 0.18 7.9 40.5 HYMuniBd p 10.85 -0.02 1.9 -4.5 Nuveen Cl R: IntDis n 64.61 0.31 2.6 -16.4 MuHYAdml n 10.71 -0.02 0.8 -0.2
TCW Funds: FTAlWldIst r 114.13 -0.88 3.5 4.4
FrankTemp/Temp Adv: LgCpGwthl r 35.33 0.20 7.9 41.7 IntrTxFr 10.27 -0.02 0.4 -2.3 IntDMunBd 8.89 -0.02 0.4 -0.5 IntlStk n 19.72 -0.18 3.2 -1.3 MuIntAdml n 13.68 -0.03 0.1 0.1 FTScinst 34.89 -0.22 7.4 31.0
MidCapI 31.72 -0.36 4.4 -1.5 MultiAstBalOppty 11.50 -0.04 5.5 2.9 MCapVal n 33.25 -0.28 6.6 28.7 EmMktInc n 6.42 -0.05 0.8 -7.9 MuLTAdml n 10.93 -0.03 0.0 -1.0
GlBondAdv 7.36 -0.11 -4.1 -9.7 LmtTrmR 10.92 -0.02 0.4 1.5 GrwthInst 173.99 -0.67 8.7 33.6
MdCpGwthA p 27.47 -0.31 4.4 -2.3 ShtDurIncmA p 3.84 -0.01 0.5 1.3 MCEqGr 66.16 -1.19 5.1 7.4 TotRetBondI n 7.84 -0.13 -1.9 -12.6 MuLtdAdml n 10.83 -0.01 0.3 1.9
Frost Family of Fund: InPrSeIn 9.28 -0.11 -1.1 -2.9
ScTechA p 51.49 -1.28 12.3 18.5 TaxFr p 10.52 -0.02 0.5 -3.9 O MidCap n 105.17 -1.85 5.1 7.5 Thompson IM: MuShtAdml n 15.75 -0.01 0.5 3.8
FrTRInst 9.65 -0.07 1.6 7.7 InstIdx 423.46 -0.40 7.6 35.0
ScTechI r 67.68 -1.68 12.3 19.3 Lord Abbett C: NAmer n 71.02 -0.14 11.1 28.7 Bond n 10.15 0.00 3.3 5.5 NJLTAdml n 11.44 -0.03 0.1 -0.2 InstPlus 423.47 -0.39 7.6 35.0
Oakmark Funds Invest: NHoriz n 58.34 -0.92 3.8 -13.2 Thornburg Fds: NYLTAdml n 10.92 -0.04 0.0 -0.8
G JL ShtDurIncmC t 3.86 -0.02 0.3 -0.6 InstTStIdx 88.07 -0.25 6.9 27.2
Lord Abbett F: EqtyInc nr 34.34 -0.08 1.7 13.0 OverS SF nr 12.83 -0.08 2.9 6.4 IncBuildA t 24.32 -0.05 2.7 22.5 PacifAdml n 92.03 -1.87 3.4 -0.8 InstTStPlus 88.05 -0.25 6.9 27.2
GE Elfun/S&S: Oakmark n 139.96 0.29 5.6 36.5 QMUSSmCpGrEq n 43.29 -0.56 5.6 2.2 IntVal I 26.67 0.09 6.6 4.5 PALTAdml n 10.87 -0.03 0.2 -1.0 ITBdInst 10.11 -0.14 -1.7 -8.2
Janus Henderson: ShtDurIncm 3.84 -0.01 0.5 1.8
Trusts n 84.95 -0.10 11.0 39.0 OakmrkInt n 26.66 0.06 -0.7 -1.5 SpectModerGwAllo n 38.59 -0.13 4.9 7.7 LtdTIncI 12.76 -0.08 0.3 -0.3 PrmcpAdml nr 164.71 -1.23 5.3 27.3 LaCapInst 487.80 -0.65 7.5 31.9
Balanced C 43.80 -0.16 5.0 14.0 Lord Abbett I:
GMO Trust Class III: Select n 71.71 0.13 1.8 27.6 R2010 n 14.89 -0.08 2.3 4.9 LtdTMu I 13.63 -0.02 0.2 -0.2 RealEstatAdml n 120.80 -3.49 -3.5 2.2 MidCpInst 66.29 -0.57 4.2 12.0
Balanced T n 44.53 -0.15 5.2 16.7 BdDebentr 7.02 -0.05 0.9 -3.5 Old Westbury Fds: S&PSC600Idx 390.68 -6.75 -2.0 -3.4
R2015 n 12.33 -0.06 2.6 5.7 Thrivent Funds A: MidCpIstPl 326.94 -2.79 4.2 12.0
EmgCntryDt 19.14 -0.10 3.6 5.2 Enterprise T n 136.69 -1.97 5.9 15.3 FloatRt 8.19 0.01 2.3 17.5
AlCpCore n 25.22 0.03 9.4 30.7 R2020 n 18.27 -0.09 2.8 6.1 LgCpStk 27.35 -0.10 5.9 17.9 SmCapAdml n 105.40 -1.43 3.1 2.8 RealEstaInstl 18.70 -0.54 -3.5 2.3
Quality 31.33 0.09 9.0 43.7 GlLifeSci T nr 73.73 -0.95 7.3 19.2 HiYld 6.32 -0.03 1.0 1.0
CreditIncomeFd n 7.91 -0.20 -1.1 -7.6 R2025 n 16.19 -0.08 3.1 6.9 MidCapStk 30.90 -0.22 7.0 13.8 SmGthAdml n 88.57 -1.82 4.2 -10.9 Rs1000GrwIdxInst653.57 -1.55 9.0 39.1
GMO Trust Class VI: GlTech T nr 59.02 -0.82 14.1 26.4 ShtDurInc p 3.84 -0.01 0.8 2.1
FixInc pn 9.98 -0.18 -1.2 -5.1 R2030 n 24.82 -0.12 3.7 8.2 STBondAdml n 10.00 -0.07 -0.4 -1.8 Rs1000Vl IdxInst298.07 -0.31 5.3 21.1
Quality 31.33 0.09 9.0 44.1 Grw&Inc T n 72.68 -0.03 5.4 30.0 Thrivent Funds S:
LrgCpStr n 18.70 0.00 7.7 13.2 R2035 n 20.12 -0.09 4.5 10.0 STCorpIx n 20.94 -0.10 0.1 0.3 Russ1000IdxInst450.64 -0.79 7.3 30.5
Goldman Sachs Inst: Resh T n 74.34 -0.06 12.9 34.2 M LgCpVal n 29.19 0.03 5.1 31.0
MuniBd pn 11.55 -0.10 -0.3 -1.8 R2040 n 29.05 -0.11 5.1 11.4 STFedAdml n 10.02 -0.05 0.0 -1.8 SmCapInst 105.40 -1.43 3.1 2.9
EmgMktEq 22.31 NA NA NA Jensen I : MidCapStk n 36.59 -0.26 7.0 14.5 STIGradeAdml n 10.16 -0.05 0.1 0.3
MainStay Fds A: Sm&MdCapStrategi n 15.77 -0.16 2.2 -11.0 Ret2045 n 21.02 -0.08 5.5 12.7 SmCapIstPl 304.22 -4.12 3.1 2.9
HYMuni 9.23 -0.03 1.6 -1.4 Jensen I 60.75 -0.18 3.0 29.6 Ret2055 n 18.73 -0.06 5.7 13.0 TIAA-CREF/Instl Cl: STIPSIxAdm n 23.89 -0.09 0.3 6.2
HiYldBdA 5.15 -0.01 0.9 7.5 Optimum Funds Inst: SmGthInst 70.93 -1.46 4.2 -10.8
Muni 15.36 -0.03 0.8 0.7 JensenQualGrJ n: RetBal Inc n 12.98 -0.07 2.1 4.6 CoreBond Inst 9.02 -0.11 -0.9 -6.9 STsryAdml n 9.78 -0.05 -0.1 -1.8 SmValInst 44.22 -0.36 2.3 13.5
LgCpGrA p 9.94 -0.09 10.6 31.7 Fixed Inc 8.08 -0.10 -1.5 -9.2
Guggenheim Funds Tru: JensenQualGrJ n 60.85 -0.15 3.0 28.8 SciTec n 45.88 -0.87 14.2 10.3 CorePlsBd 9.05 -0.11 -0.8 -6.1 STTresIdx n 19.30 -0.07 -0.1 -0.5 STBdIdxInstPl 10.00 -0.07 -0.4 -1.7
TxFrBdA 9.44 -0.03 0.0 -2.8 LgCpGrwth 22.06 -0.04 10.1 18.4
MacOppFdClInstl 24.27 -0.06 1.1 3.7 JHF III DispVal: Sht-Bd n 4.54 -0.02 0.3 0.3 TIAA-CREF/Retail Cl: TotBdAdml n 9.48 -0.12 -1.7 -8.1 STBDInst 10.00 -0.07 -0.4 -1.8
Mairs&Power: LgCpVal 18.54 0.03 6.1 26.7
TotRtnBdFdClInst 23.36 -0.28 -1.0 -7.1 DispVal 25.07 0.12 7.9 32.1 SmCap n 51.48 -0.84 -1.0 -3.4 EqIdx n 36.71 -0.10 6.9 26.6 TotIntBdIdxAdm n 19.52 -0.13 -0.7 -6.1 STCorpIxInst p 25.64 -0.11 0.1 0.4
MairsPwrGr n 158.46 0.29 7.7 30.5 Osterweis Strat Income:
GuideStone Funds: DispVal I 23.93 0.12 7.9 33.1 SmCapStk n 58.83 -0.91 1.4 -5.0 Gro&Inc n 24.64 0.10 11.7 35.1 TotIntlAdmIdx nr 31.97 -0.25 3.0 3.5 STIGradeInst 10.16 -0.05 0.1 0.4
Mass Mutual: OsterweisStrInc n 10.98 -0.14 1.6 12.2 TotStAdml n 123.47 -0.36 6.9 27.0
EqindxGS2 52.59 NA NA NA DispValMCI 28.94 -0.05 5.7 25.9 SpecGr n 24.75 -0.06 6.5 17.5 LrgCpGro n 25.66 -0.13 9.2 20.4 STIPSIxins 23.91 -0.09 0.3 6.2
SelBluChipGroClI22.05 -0.04 11.0 26.9 SpecInc n 11.20 -0.07 0.0 -1.4 TIAA/CREF Funds: TxMBal nr 42.67 -0.07 3.6 14.9 STTresIdx 24.25 -0.09 -0.1 -0.4
MedDurGS2 12.62 NA NA NA DispValMdCp 27.46 -0.04 5.7 24.9 PQ
MassMutual Select: SuMuInt n 11.40 -0.03 0.1 -0.9 TxMCapAdml n 265.24 -0.49 7.3 31.3 TotBdInst 9.48 -0.12 -1.7 -8.1
DispValMdCpR6 28.93 -0.05 5.7 26.2 BdIdxInst 9.46 -0.13 -1.6 -8.5
H DispValR6 24.00 0.12 8.0 33.6 MCGrEqIII 20.88 -0.38 5.5 4.8 Parnassus Fds: TF Incom n 11.01 -0.02 1.9 -1.2 EqIdxInst 36.00 -0.10 6.9 27.6 TxMIn nr 15.87 -0.17 3.6 9.8 TotBdInst2 9.37 -0.11 -1.6 -8.0
JHITFunLgCpCorFd: Metropolitan West: TotIndex n 54.66 -0.18 7.0 27.3 Gr&IncInst 14.55 0.06 11.8 36.2 TxMSC nr 86.18 -1.50 -2.0 -3.2 TotBdInstPl 9.48 -0.12 -1.7 -8.1
ParnEqFd n 59.05 0.15 7.1 32.0
Harbor Funds: TotRetBd n 8.95 -0.14 -2.0 -10.4 U.S.EqResch n 50.57 -0.11 8.7 38.8 USGroAdml n 161.11 -1.61 9.8 6.6 TotIntBdIdxInst 29.29 -0.20 -0.7 -6.0
FunLgCpCorA 65.23 -0.21 4.5 22.6 Pear Tree: IntlEqIdxInst 22.86 -0.12 4.6 13.3
CapApInst 107.86 -1.38 11.8 24.4 TotRetBdI 8.95 -0.14 -1.8 -9.8 USLrgCpCore n 39.33 0.08 10.3 37.3 UtilIxAd nr 69.01 -0.39 0.3 8.6 TotStInst 123.50 -0.36 6.9 27.1
John Hancock: ForeignVal I r 23.52 0.06 2.3 1.3 IntlEqIdxRet 23.45 -0.13 4.5 12.4
IntlInst 46.40 -0.16 5.2 8.8 TRBdPlan 8.39 -0.13 -1.9 -9.7 Value n 45.24 -0.02 7.9 24.1 ValAdml n 61.79 0.10 6.0 29.1 TtlWrldIxInst p 220.62 -1.55 5.5 17.6
500Index1 53.64 -0.05 7.6 33.9 Perm Port Funds: IntlEqInst 13.79 -0.11 6.1 8.8
SmCpValInst 38.55 -0.60 -0.1 2.2 UnconstrBdI 10.25 -0.08 0.3 0.4 Price Funds - Adv Cl: WdsrllAdml n 80.31 -0.05 5.6 28.6 TxMCaInst r 131.79 -0.24 7.3 31.5
BondI 13.32 -0.18 -1.2 -7.5 LC2040Inst 10.68 -0.04 5.0 13.0
Permanent n 53.36 0.13 4.2 14.8 Growth p 91.79 -0.26 10.0 9.8 WellsIAdml n 60.02 -0.84 0.2 5.2 ValueInst 61.79 0.11 6.0 29.2
Harding Loevner: MFS Funds: LCIdx2020Inst 18.91 -0.13 2.1 5.6
BondR6 13.34 -0.18 -1.2 -7.2 PGIM Funds Cl A: WelltnAdml n 73.49 -0.69 3.5 17.6 Victory Funds:
IntlEq 26.43 -0.17 1.8 -0.4 IIE 34.48 -0.08 4.7 19.9 R2030A p 24.48 -0.12 3.6 7.4 LCIdx2025Inst 21.11 -0.14 2.4 6.9
IntlGrwI 26.08 -0.07 5.8 -7.1 HighYield 4.71 -0.02 0.8 4.3 WndsrAdml n 74.15 0.08 2.4 28.8
Hartford Funds A: MFS Funds Class A: R2040A p 28.66 -0.11 5.1 10.6 LCIdx2035Inst 25.53 -0.14 3.5 11.0 EstValA 48.83 -0.19 5.3 25.3
John Hancock Class 1: JennGrowth 57.22 -0.75 11.9 23.0 VANGUARD FDS:
Price Funds - R Cl: LCIdx2040Inst 27.55 -0.13 4.3 13.7 EstValI 48.91 -0.18 5.4 26.5
BalIncA 14.34 -0.04 0.3 6.3 BlueChipGrw 53.20 -0.05 11.8 19.0 AgGrAIA 29.34 -0.13 5.3 15.2 JennUtility 13.02 -0.18 1.0 11.9 R2030R p 24.13 -0.12 3.6 6.6 LCIdx2045Inst 28.85 -0.13 4.8 15.5 CAIT n 11.43 -0.02 0.2 0.0 SmCoOppI 48.24 -0.71 -0.4 7.6
CapAppA 41.50 -0.12 6.4 13.0 LSAggr 13.79 -0.07 5.3 8.6 CoEqyA 48.73 -0.14 7.2 28.6 TotalReturnBond p 11.87 -0.14 -0.9 -7.2 R2040R p 28.31 -0.11 5.0 9.7 LrgCpGrIdxInst 56.48 -0.14 9.0 39.1 CapOp nr 81.80 -0.98 5.3 20.8 Victory Port:
DiscpEqA 49.79 0.11 9.3 28.3 LSBalncd 12.85 -0.08 3.0 5.1 GrowthA 179.58 -0.27 13.8 30.8 PGIM Funds Cl Z: PRIMECAP Odyssey Fds: LrgCpGrInst 25.81 -0.13 9.3 21.3 DivdGro n 38.93 -0.05 4.6 30.6
DivGth A 34.04 0.12 3.9 28.2 IntlVA 39.34 -0.12 5.3 7.7 Market Neutral I 8.43 -0.06 -3.3 5.8
LSGwth 13.43 -0.07 4.3 7.4 HighYield 4.72 -0.02 0.8 4.8 DivrEq n 46.93 -0.26 6.8 19.4
EqInc 20.26 0.05 1.4 24.6 MCapA 29.06 -0.25 8.7 8.0 AggGrowth r nr 43.09 -0.74 0.4 -5.1 LrgCpVl IdxInst 24.25 -0.03 5.3 21.2 SSfnd 48.15 -0.70 -0.3 7.8
LSModer 11.92 -0.08 1.9 3.3 JennGrowth 65.57 -0.86 11.9 24.2 Energy nr 47.86 0.65 2.9 54.8
GrOppty 48.30 -0.49 14.9 4.0 MCapValA 31.25 -0.17 4.8 22.4 Growth r nr 37.54 -0.51 2.2 14.0 LrgCpVl IdxRet 24.77 -0.02 5.2 20.3 VsycamoreFnd 48.94 -0.18 5.4 26.6
John Hancock Funds A: TotalReturnBond 11.82 -0.15 -1.0 -6.5 EqInc n 41.67 -0.10 4.2 28.8
MidCap A 26.30 -0.34 4.2 -9.0 MIGA 41.92 0.08 6.5 30.6 Stock r nr 37.31 -0.27 6.4 27.6 LrgCpVl Inst 21.23 0.03 6.3 28.5 Victory Portfolios I:
BalA 27.44 -0.01 4.9 17.1 PIMCO Fds Instl: Explr n 115.03 -1.75 3.6 -0.3
Hartford Funds C: MITA 37.00 0.09 7.8 28.8 Principal Investors: QuantSmCpEqInst 18.23 -0.35 3.6 6.2 500Indx Reward n 65.28 -0.09 7.5 33.4
BondA p 13.32 -0.18 -1.3 -8.3 AllAsset 10.98 -0.20 0.6 4.0 FTAlWldInAdml n 36.00 -0.28 3.5 4.3
MuHiA 7.36 NA NA NA HiYld IN 8.21 -0.02 0.9 6.2 RealSecInst 17.05 -0.52 -3.2 -1.7 CrnstModAggr n 26.57 -0.13 3.1 7.5
Bal IncC 14.07 -0.04 0.1 3.9 LifeBal 12.98 -0.08 2.9 4.0 GlbCapCyl Inv nr 12.41 -0.02 1.2 28.4
MuInA 8.20 NA NA NA CommodtyRR 13.02 NA NA NA InfPro IN 7.59 -0.08 -0.9 -3.3 S&P500IdxInst 56.01 -0.06 7.6 34.9 Gr&Inc n 25.23 0.02 8.4 31.3
Hartford Funds I: LifeGrw 13.52 -0.08 4.2 6.2 GlbEq n 34.58 -0.10 5.9 7.6
ResBdA 9.37 -0.11 NA NA DivInc 9.48 -0.07 0.2 -1.9 LgIndxI 25.07 -0.03 7.6 34.4 S&P500IdxRet 55.58 -0.06 7.6 33.9 Grwth n 35.26 -0.07 10.4 27.6
BalIncI 14.35 -0.04 0.3 7.1 John Hancock Instl: GloMinVolFdAdm n 30.09 -0.01 6.9 20.4
RschA 57.30 -0.08 7.4 29.5 HiYld 7.93 -0.03 0.5 5.5 LT2020 In 12.24 -0.07 2.0 4.6 SmCpBl IdxInst 22.91 -0.47 0.9 -9.6 Inco n 11.36 -0.11 -0.5 -5.3
DivGthI 33.82 0.11 4.0 29.1 StratIncmOppI 9.90 -0.08 -0.5 -3.0 GNMA n 9.09 -0.15 -2.1 -8.5
TotRA 19.39 -0.07 1.9 10.5 HiYldMuniBd 8.51 -0.03 1.3 0.6 LT2030In 13.85 -0.08 2.7 6.9 SocChEqInst 27.55 -0.14 7.0 26.7 IncStk n 19.66 0.09 7.1 33.9
EmrgMktEqInv 15.90 -0.05 1.8 -22.3 JPMorgan A Class: GroInc n 60.45 -0.13 9.3 36.8
UtilA 20.01 -0.24 -4.3 6.9 IntlBdUSH 9.83 -0.05 0.2 -1.7 LT2040I 15.85 -0.07 4.1 10.8 Tortoise Capital: IntmTerm n 12.60 0.00 0.4 -0.8
EqIncI 20.09 0.05 1.5 25.5 HlthCare nr 216.08 -3.18 3.3 23.4
CoreBond 10.12 -0.12 -1.2 -7.6 ValueA 49.92 0.04 5.6 23.8 InvGrdCrBd 8.83 -0.11 -1.0 -6.7 LT2050I 16.76 -0.05 5.1 13.6 TorMLPPipInsCl 15.12 0.12 7.8 72.1 LgTerm n 12.13 0.00 0.3 -2.4
InterValue 18.12 0.11 2.7 25.9 HYCor nr 5.36 -0.03 0.1 5.7
CorePlusBd p 7.13 -0.08 -1.1 -7.1 MFS Funds Class I: LgTrmCrdtBd 8.83 -0.17 -2.5 -14.2 MidCpBldA 39.61 0.03 7.9 24.1 Touchstone Funds Gro: Nasdaq100 n 44.59 -0.52 6.0 37.6
IntlAlphaInv 17.32 -0.19 4.0 5.0 InflaPro n 11.60 -0.14 -1.1 -3.2
EqInc p 23.41 0.03 4.3 22.3 GrowthI 195.91 -0.29 13.9 31.8 LngDurTotRtrn 7.12 -0.17 -3.2 -17.7 PreSecI 9.00 0.00 2.9 0.9 ntTerBd n 9.07 -0.11 -0.7 -4.8
StrInc 7.77 -0.03 1.4 -1.5 MdCpY 55.45 -0.37 6.4 23.0 IntlExplr n 17.11 -0.09 0.5 -11.1
GwthAdv p 34.02 -0.12 11.0 26.9 MCapI 31.38 -0.27 8.8 8.9 LowDur 9.15 -0.04 0.3 -0.5 PtrLV In 18.95 0.06 5.3 23.1 S&PIdx n 65.22 -0.10 7.5 33.0
Hartford HLS Fds IA: Touchstone Strategic: IntlGr n 33.37 -0.27 4.2 -19.3
Inv Bal p 15.50 -0.10 3.1 7.9 MCapValI 32.24 -0.17 4.8 23.4 LowDurInc r 7.98 -0.02 1.5 6.4 RealEstSecI 26.72 -0.81 -3.9 5.2 TarRet2040 n 12.59 -0.05 4.3 13.9
LagCapFoc A p 62.51 0.18 5.5 25.2 IntlVal n 41.50 -0.08 2.8 6.7
Balanced 29.61 -0.12 3.0 16.6 InvCon p 12.28 -0.09 1.6 2.3 MIGI 43.73 0.08 6.6 31.5 ModDur 9.13 -0.08 -0.4 -3.7 SAMBalA p 15.91 -0.08 3.7 9.1 VicAggFnd n 58.85 -0.30 11.9 24.9
Transamerica A: ITIGrade n 8.50 -0.10 -1.2 -5.8
CapApp 48.87 -0.05 6.1 17.7 InvG&I p 18.71 -0.10 4.4 12.1 ResBdI 9.36 NA NA NA MortgOppBd 9.33 -0.07 0.8 2.0 SAMGrA p 18.75 -0.07 5.0 13.5 SustWld n 28.41 -0.06 6.7 20.4
LifeCon n 20.64 -0.15 1.3 2.1
DiscEqui 20.60 0.05 9.2 27.2 InvGrwt p 24.01 -0.09 6.0 16.8 RschI 59.35 -0.09 7.4 30.4 RealRtnI 9.95 -0.12 -0.6 -2.6 Putnam Funds Class A: AsAlModGr p 12.60 -0.09 4.8 7.2 CorePlus INSTL 9.07 -0.11 -0.7 -4.6
LifeGro n 43.11 -0.20 4.0 11.9
Div&Grwth 23.54 0.08 4.0 29.4 LgCpGwth p 66.39 -0.37 13.4 30.7 ValueI 50.29 0.05 5.7 24.7 ShortT 9.63 0.01 1.6 7.4 Trust for Professional Ma: Income Fund INST 11.35 -0.11 -0.5 -5.2
DynAABalA 16.09 0.01 5.7 14.4 LifeInc n 15.17 -0.12 0.0 -2.8
TotRetBd 9.48 -0.10 -0.9 -7.0 MdCpGrw p 39.91 -0.39 6.6 0.5 Morgan Stanley Inst: ShtAssetInv 9.93 0.01 1.4 7.6 DynAAGthA 19.44 NA NA NA PrfTrtStrtBd Ins 19.49 -0.24 -0.2 -4.0 IntlFd INSTL 27.08 -0.09 4.6 11.7
LifeMod n 31.26 -0.19 2.7 6.9
USEquity 22.95 0.02 8.5 35.1 StksPLS 12.24 -0.20 7.9 30.1 PutLargCap p 33.29 0.30 8.2 36.7 Tweedy Browne Fds: Short-Term INSTL 8.92 -0.02 0.9 5.1
I CapGrI 39.68 -1.10 3.3 -40.6 LTIGrade n 7.80 -0.14 -3.1 -14.7
ValAdv t 37.18 0.11 5.6 24.2 TotRetESG 7.54 -0.09 -1.0 -10.0 GeorgePutBal 24.06 -0.09 5.2 18.0 GblValue n 28.17 0.35 3.0 15.4 Virtus Equity Trust:
CapGrP p 35.52 -0.98 3.2 -41.1 MATxEx n 10.20 -0.03 0.1 -2.0
JPMorgan I Class: TotRt 8.49 -0.11 -1.0 -7.6 GlbHlthCare p 61.47 -0.21 6.5 30.9 SmCapSusI 33.47 -0.31 0.8 -16.4
IFP US Equity Fund: GloFranI t 35.89 -0.39 4.5 22.3 MidCpGro pn 24.85 -0.34 6.8 -2.3
CoreBond 10.11 -0.12 -1.3 -7.0 TrndsMgdFutStrgy 10.87 NA NA NA GrOpp p p 60.02 -0.08 10.1 34.3 U MuHY n 10.71 -0.02 0.8 -0.4 VirtusFunds:
IFP US EquityFd 19.04 -0.33 3.3 21.1 MorganStanleyPathway:
CorePlusBd 7.13 -0.08 -1.0 -6.3 PIMCO Funds A: StDurInc 10.09 NA NA NA MuInt n 13.68 -0.03 0.1 -0.1
Invesco Fds Investor: CoreFxIcm n 6.76 -0.08 -1.9 -10.0 CeredexMdCpVlEqI 12.38 -0.13 4.9 16.5
EmMktEq I 30.07 -0.05 1.9 -26.9 IncomeFd 10.54 -0.07 0.4 2.8 SustainLdrsFd p 120.45 -0.61 11.2 27.6 UM Funds:
LgCapEq n 23.45 -0.03 6.9 23.8 OHLTte n 11.71 -0.02 0.1 -2.4 VirtusFunds Cl I:
DivrsDiv n 18.51 0.04 5.1 24.4 EqInc 23.90 0.03 4.3 23.2 LowDurInc 7.98 -0.02 1.4 5.1 Putnam Funds Class Y: BehavVal 81.17 -0.46 1.8 20.9 Primcp nr 159.00 -1.18 5.3 27.1
Invesco Funds A: Munder Funds: MulSStI 4.48 -0.01 1.0 3.2
GrAdv r 36.10 -0.13 11.1 27.8 TotRetA 8.49 -0.11 -1.1 -8.6 GrOpp Y 64.40 -0.09 10.2 35.2 PrmcpCor n 33.69 -0.31 6.1 27.9 SmCpCorI 54.32 -0.67 4.3 35.0
500InxA 54.06 -0.05 7.5 33.0 LgCapVal 19.48 -0.13 3.5 19.1
MndrIntlSmCpInv r 15.05 -0.01 3.8 -1.1 PIMCO Funds C: V SelValu nr 29.79 -0.11 3.1 28.6
Mutual Series: PutLargCap 33.29 0.30 8.2 37.8 Vivaldi Merger:
ActiveAllA 13.52 -0.08 3.4 2.1 LgCpGwth 68.26 -0.38 13.5 31.7 IncomeFd 10.54 -0.07 0.3 0.5 StDurInc 10.10 NA NA NA STAR n 27.56 -0.21 2.6 4.7
BeacnZ 16.26 -0.04 4.3 13.7 VALIC: Arbitrage Fund 10.76 0.01 1.2 9.1
CapApprA p 72.55 -0.63 12.8 25.2 MdCpGrw 49.72 -0.48 6.6 1.3 PIMCO Funds I2: STIGrade n 10.16 -0.05 0.1 0.0
GlbDiscA 30.60 0.13 3.2 27.4 IntlEq 8.18 -0.05 4.4 11.5 Voya Fds:
Chart 18.43 0.03 8.5 26.2 MdCpVal 37.14 -0.05 5.3 20.2 ComPLUSStrtgyFd 6.90 0.16 6.8 57.2 R StratgcEq n 36.02 -0.35 4.8 22.8
CmstA 28.83 0.07 5.5 34.6 MtgBckd 10.01 -0.13 -1.1 -6.0 GlbDiscz 31.54 0.14 3.3 28.3 MidCpIdx 25.88 -0.24 5.4 12.9 StrSmCpEqInv n 38.33 -0.63 2.4 16.5 InmdBdI 8.62 NA NA NA
Income 10.54 -0.07 0.5 3.7 SciTech 27.51 -0.53 11.6 14.6
DevMktA 39.87 0.43 1.3 -25.3 ShtDurBnd 10.68 -0.04 0.4 1.6 QuestZ 14.04 -0.01 2.6 11.4 Royce Funds: TgtRe2020 n 27.27 -0.18 1.5 4.2
IntlBdUSH 9.83 -0.05 0.1 -2.0 WXYZ
DiscFdA p 90.68 -1.62 8.3 -7.1 SmCap 54.88 -0.92 1.6 -0.7 SharesZ 25.64 0.10 4.5 18.3 PAMut I nr 9.34 -0.11 1.7 10.7 StckIdx 51.34 -0.06 7.5 33.8 TgtRe2025 n 18.80 -0.11 2.3 6.0
InvstGrCrBd 8.83 -0.11 -1.0 -7.0
DisMdCpGrA 26.37 -0.23 12.1 -0.2 USEquity 23.05 0.01 8.5 36.1 Russell Funds S: ValUltra 14.58 -0.05 11.0 25.5 TgtRe2030 n 36.48 -0.21 2.8 7.9
N LowDurInc 7.98 -0.02 1.5 6.1 Wasatch:
DivIncm p 25.59 0.02 4.3 24.6 ValAdv 37.50 0.10 5.6 25.2 VANGUARD ADMIRAL: TgtRe2035 n 22.87 -0.12 3.4 9.8
ShtTm 9.63 0.01 1.5 7.1 StratBd 9.14 -0.11 -1.6 -10.5 CoreGr n 88.17 -1.74 2.2 2.8
DivrsDiv p 18.51 0.03 5.1 24.0 JPMorgan Inst Class: Natixis Funds: TotRt 8.49 -0.11 -1.0 -7.9 TaxExBd 22.09 -0.02 0.3 0.1 400MCpIdxInst395.10 -3.56 5.4 14.0 TgtRe2040 n 40.82 -0.19 3.9 11.8 WCM Focus Funds:
EqIncA 10.48 0.00 4.0 13.6 ValAdv L 37.54 0.11 5.6 25.7 PIMCO Funds Instl: TxMngUSLgCp 75.80 0.09 7.6 29.2 500Adml n 473.51 -0.44 7.6 34.9 TgtRe2045 n 27.82 -0.12 4.4 13.6
InvGradeBdY 9.78 -0.10 -0.7 -3.4 BalAdml n 46.16 -0.30 3.5 12.3 WCMFocIntlGrwIns 25.32 -0.08 11.2 8.2
EqWtdA p 71.93 -0.47 4.1 19.9 JPMorgan L Class: Rydex Investor Class: TgtRe2050 n 46.53 -0.18 4.7 14.7
LSGrowthY 25.57 -0.07 10.1 38.5 ComPLUSStrtgyFd 7.01 0.16 6.7 57.7 Weitz Funds:
GblStrIncmA p 3.10 -0.02 -0.5 -5.4 NasdaqInv n 74.92 -0.90 5.8 34.2 CAITAdml n 11.43 -0.02 0.2 0.3 TgtRe2060 n 47.84 -0.19 4.7 14.8
MdCpVal L 37.86 -0.05 5.3 20.8 Neuberger Berman Fds: DynamicBd 9.80 -0.02 1.2 0.6 CorPluInc Inst 9.56 -0.12 -0.7 -1.8
GlbOppA p 49.15 -0.84 -3.3 -36.3 CALTAdml n 11.52 -0.03 0.1 -0.7 TgtRet2055 n 51.92 -0.21 4.7 14.7
JPMorgan R Class: GenesInst 61.94 -0.86 1.4 2.1 IncomeFd 10.54 -0.07 0.5 4.0 Western Asset:
GrIncA 21.53 0.06 6.2 25.5 S CapOpAdml nr 188.77 -2.27 5.3 21.1 TgtRetInc n 13.14 -0.09 0.9 2.2
CoreBond 10.13 -0.12 -1.1 -6.4 IntrinsicValInst 20.33 -0.43 0.5 -4.0 InflRespMulAsset 8.10 -0.07 1.1 13.3
HYMuA 8.57 -0.02 1.3 -4.0 CoStIxAd nr 99.15 0.51 5.3 24.2 USGro n 62.18 -0.62 9.8 6.3 CoreBondI 10.51 NA NA NA
CorePlusBd 7.13 -0.09 -1.0 -6.2 LCVal Inst 42.68 NA NA NA Pioneer Funds A:
IntTMIA p 10.44 -0.01 0.7 -1.1 Schwab Funds: DivAppIdxAdm n 48.63 0.10 5.2 30.3 WellsI n 24.78 -0.34 0.2 5.0 CoreBondIS 10.52 NA NA NA
InvGloblFdA 97.87 -1.54 9.0 12.6 HighYld r 6.41 -0.02 0.7 6.6 LgShInst 17.77 NA NA NA CoreEqA 21.88 -0.29 5.4 22.3 EMAdmr n 34.67 -0.07 1.5 -12.5 Welltn n 42.57 -0.39 3.5 17.3 CorePlusBdA 9.29 NA NA NA
1000 Inv nr 109.93 -0.24 7.4 30.0
MnStFndA 54.26 0.12 9.2 28.0 MtgBckd 10.01 -0.12 -1.1 -5.6 StrIncInst 9.73 NA NA NA DiscGrA 17.45 -0.15 7.1 31.9 EnergyAd nr 63.69 2.26 8.7 94.8 Wndsr n 21.99 0.02 2.3 28.3 CorePlusBdI 9.30 NA NA NA
CoreEq n 21.60 0.08 7.5 31.0
MnStSmCpA p 28.10 -0.23 5.2 15.3 ShtDurBnd 10.68 -0.04 0.4 1.8 Neuberger Berman Inv: PioFdA 39.83 0.10 9.2 35.2 EnergyAdml nr 89.81 1.23 2.9 55.2 WndsrII n 45.27 -0.03 5.6 28.3 CorePlusBdIS 9.30 NA NA NA
FunIntlLgInst nr 10.86 -0.01 3.4 18.4
ModInvA 10.89 -0.07 2.4 0.5 USRechEnhEq 39.85 -0.08 8.0 39.4 Genes n 61.79 -0.86 1.3 1.6 Pioneer Funds Y: FunUSLgInst nr 25.63 0.04 5.6 32.1 EqIncAdml n 87.33 -0.21 4.2 29.2 VANGUARD INDEX FDS: ManagedMuniA 15.05 -0.05 0.4 -1.1
MunInA 12.04 -0.04 0.5 -2.7 JPMorgPrm: Guard n 26.82 -0.17 7.4 37.0 BondY 8.12 -0.11 -1.3 -7.0 InflProSel n 10.14 -0.12 -1.0 -2.8 EuropeAdml n 83.35 -0.31 3.9 16.4 500 473.48 -0.46 7.6 34.5 SMAShCrPlCp n 6.12 -0.10 -1.6 -21.5
RchHiYldMuniA 6.89 -0.03 0.9 -1.3 USEquity L 23.12 0.01 8.5 36.6 LCVal n 42.71 NA NA NA StratIncY p p 9.35 -0.12 -0.4 -2.5 IntI Sel nr 23.58 -0.13 4.5 13.2 ExplrAdml n 106.96 -1.63 3.6 0.0 EmgMktInstPl 87.68 -0.20 1.5 -12.4 SmashSerM n 7.62 NA NA NA
RisingDivA 24.80 0.01 7.5 36.0 Laudus Funds: Neuberger Berman Tr: Price Funds: S&P Sel n 78.67 -0.07 7.6 35.0 ExtndAdml n 128.16 -2.13 2.8 -6.0 ExtndIstPl 316.28 -5.25 2.8 -6.0 Wm Blair Funds Cl I:
RochAMTFrMuni 6.96 -0.02 0.3 -1.5 USLgCpGr nr 23.61 -0.09 11.5 21.9 GenesisFdR6 61.88 -0.86 1.4 2.4 2050RetFd n 17.86 -0.06 5.7 13.2 SmCp Sel nr 32.80 -0.68 0.9 -9.9 GNMAAdml n 9.09 -0.15 -2.1 -8.2 FTAIWdInPl 120.86 -0.94 3.5 4.4 SmMidI r 30.00 -0.73 6.0 -3.1
March 18, 2024 BARRON’S 49

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

DJ Half-Hourly Averages Trading Diary

The Dow Jones Averages Dow Jones 30 Industrial (divisor: 0.15265312230608)
Daily
Open (t)
Open (a)
10:00
Mar 11
38619.78
38667.21
38611.25
12
38872.18
38883.32
38878.60
13
39099.82
39054.58
39080.88
14
39135.92
39122.39
38893.44
15
38691.18
38809.65
38763.67
Market Advance/Decline Volumes
Daily
NY Up
NY Off
NY Up - Comp.
Mar 11 12 13
501,443 482,833 694,331 214,976 1,978,191
355,856 426,467 403,232 935,721 1,743,851
2,163,681 2,126,101 2,753,634 828,933 4,095,813
14 15

NY Off - Comp. 1,651,120 1,876,240 1,484,419 3,748,890 3,451,020

10:30 38496.92 38962.27 39152.80 38973.83 38804.32
NYSE Amer UP 9,473 5,316 9,852 7,018 98,996
Industrials 11:00
11:30
38602.72
38580.32
39027.59
38982.54
39145.48
39142.22
38971.31
38944.64
38858.41
38826.61
NYSE Amer Off
NASD Up
3,834 7,363 6,931 8,274 22,121
2,411,914 2,329,478 2,368,277 1,326,439 4,468,175
40150 12:00 38673.92 38983.21 39154.33 38984.26 38752.98 NASD Off 2,478,370 2,713,940 2,366,206 4,103,404 3,744,616
12:30 38673.62 38932.38 39166.72 38969.33 38711.55 NYSE Arca UP 204,215 191,787 194,773 121,664 159,983
Week's
Components Change 1:00 38704.33 38873.42 39135.70 38905.51 38623.88 NYSE Arca Off 143,257 177,956 105,650 303,662 209,043
1:30 38741.39 38914.28 39178.66 38831.59 38679.16 % (QCHA) +.05 +.17 +.47 –1.17 +.22
3M 11.10 2:00 38748.37 38994.72 39138.16 38914.45 38717.33 % (QACH) +.34 +.32 +1.01 –.09 +.87
Amazon.com -0.93 39000 2:30 38734.81 39029.97 39113.22 38907.79 38696.51 % (QCHAQ) –.29 –.35 +.11 –1.55 +2.29
American Express -4.91 3:00 38763.46 39056.11 39077.47 38848.66 38731.96 Market Advance/Decline Totals
Amgen -4.88 3:30 38748.57 39065.20 38976.37 38764.61 38731.31 NYSE NYSE
Apple 1.89 Close 38769.66 39005.49 39043.32 38905.66 38714.77 Weekly Comp. NYSE Amer Nasdaq Arca
Boeing -15.96 37850 High (t) 38984.53 39207.06 39408.04 39356.29 39088.06 Total Issues 2,964 330 4,724 2,108
Caterpillar 7.78 Low (t) 38333.80 38600.52 38778.24 38593.71 38456.66 Advances 1,195 155 1,518 556
Chevron 5.67 Declines 1,725 168 3,049 1,361
High (a) 38794.76 39071.56 39201.94 39160.25 38928.13
Cisco Systems -0.57 Unchanged 44 7 157 191
Low (a) 38483.25 38711.39 38937.92 38704.36 38618.20 New Highs 459 33 386 517
Coca-Cola 0.36 Change +46.97 +235.83 +37.83 –137.66 –190.89
Disney 1.63 36700 New Lows 87 16 332 31
Dow 0.43 Week ended last Friday compared to previous Friday
Theoretical (t): High 39408.04 Low 38333.80
Goldman Sachs 0.22 Actual (a): High 39201.94 Low 38483.25 NYSE Composite Daily Breadth
Home Depot -0.12 Daily Mar 11 12 13 14 15
Honeywell International -3.06 35550 Issues Traded 2,908 2,918 2,923 2,910 2,904
IBM -4.88 Dow Jones 20 Transport (divisor: 0.16730770324943) Advances 1,413 1,553 1,678 599 1,553
Intel -1.36 Open (t) 15724.74 15754.27 15882.41 15797.18 15507.00 Declines 1,397 1,260 1,138 2,246 1,246
Johnson & Johnson -1.34 Open (a) 15722.95 15778.23 15891.50 15813.54 15598.39 Unchanged 98 105 107 65 105
JPMorgan Chase 2.08 10:00 15711.98 15747.72 15936.24 15734.78 15606.56 New Highs 126 180 282 138 106
McDonald's -13.41 34400 New Lows 19 25 23 59 53
10:30 15737.08 15811.26 15930.71 15559.70 15584.72
Merck -1.98 Blocks - primary 4,216 4,250 4,327 4,788 6,682
11:00 15694.91 15866.24 15902.10 15532.88 15566.05
Microsoft 10.20 Total (000) - primary 873,259 924,319 1,107,480 1,168,873 3,801,196
11:30 15725.43 15895.43 15871.53 15567.59 15548.49 Total (000) 3,896,430 4,080,514 4,282,891 4,687,973 7,753,672
Nike Cl B 0.48
12:00 15725.05 15880.38 15903.81 15577.92 15558.09
Procter & Gamble 1.03 33250 12:30 15749.60 15870.89 15905.51 15584.73 15525.35
NYSE American Composite
Salesforce -10.95 Daily Mar 11 12 13 14 15
1:00 15736.30 15820.49 15885.49 15615.72 15519.44
Travelers 2.48
1:30 15715.80 15815.24 15901.18 15600.06 15510.13 Issues Traded 304 309 311 308 310
UnitedHealth Group 14.25 Advances 159 133 170 108 167
2:00 15732.65 15834.71 15914.34 15583.29 15515.80
Verizon Communications -0.02 Declines 134 161 125 181 128
Visa Cl A 3.00 32100 2:30 15746.69 15830.75 15901.93 15616.38 15492.58
Unchanged 11 15 16 19 15
Walmart 0.56 October November December January February March 3:00 15754.06 15848.97 15892.78 15590.79 15526.73
New Highs 15 12 17 6 12
3:30 15764.67 15887.46 15863.32 15526.60 15517.90 New Lows 3 6 7 5 5
Close 15786.30 15882.29 15820.46 15607.71 15498.63 Blocks - primary 140 145 175 180 231
High (t) 15868.04 15979.15 16028.88 15823.66 15689.30 Total (000) - primary 13,372 13,138 16,858 16,369 130,256
Transportation Low (t)
High (a)
15614.02 15673.52 15738.34 15442.30
15796.02 15907.67 15955.00 15813.54
15431.12
15657.06
Total (000)
Nasdaq
241,814 222,743 305,775 289,326 341,769

16855 Low (a) 15681.61 15732.57 15788.05 15490.13 15479.17

Daily Mar 11 12 13 14 15
Week's Change +68.08 +95.99 –61.83 –212.75 –109.08
Components Change Issues Traded 4,413 4,423 4,401 4,391 4,378
16460 Theoretical (t): High 16028.88 Low 15431.12 Advances 1,739 1,921 2,047 1,045 2,228
Alaska Air Group 1.59 Actual (a): High 15955.00 Low 15479.17 Declines 2,525 2,305 2,161 3,217 1,983
American Airlines Group -0.72 Unchanged 149 197 193 129 167
Avis Budget Group -4.26
16065 New Highs 101 125 189 94 82
CH Robinson Worldwide 1.49 Dow Jones 15 Utilities (divisor: 1.19780346554510) New Lows 88 125 121 196 140
Blocks - primary 28,808 30,808 29,909 31,952 48,680
CSX -1.22 15670 Open (t) 855.82 859.56 860.33 857.38 846.12 Total (000) 4,917,629 5,100,337 4,839,008 5,450,988 8,261,952
Delta Air Lines 0.88
Open (a) 856.43 860.16 857.24 857.04 848.65
Expeditors Intl of Wash -1.40 NYSE Arca Composite
FedEx 5.61 15275 10:00 859.06 860.23 863.27 853.31 851.36
Daily Mar 11 12 13 14 15
10:30 858.34 862.45 863.74 851.48 852.16
JB Hunt Transport -6.68 Issues Traded 1,922 1,892 1,901 1,897 1,902
11:00 854.06 861.83 860.44 850.24 853.59
Kirby Corp 0.46 14880 Advances 706 1,240 932 283 754
Landstar System -2.74 11:30 856.72 861.75 861.05 850.75 850.76
Declines 1,178 618 932 1,594 1,110
Matson -0.72 12:00 858.99 857.14 862.37 851.07 850.26
Unchanged 38 34 37 20 38
Norfolk Southern -3.71 14485 12:30 859.01 854.16 861.45 850.55 849.58 New Highs 95 257 339 71 25
Old Dominion Freight Line -7.18 1:00 860.07 852.14 862.13 850.10 848.30 New Lows 9 10 17 17 6
Ryder System -2.50 1:30 861.07 852.96 861.90 848.33 849.52 Blocks - primary 2,567 2,527 2,002 2,588 2,530
14090 2:00 861.44 853.68 862.34 846.60 848.63 Total (000) - primary 349,709 371,273 302,157 429,062 378,395
Southwest Airlines -5.91
Uber Technologies -2.63 2:30 860.93 855.17 862.28 849.35 849.06 Total (000) 1,625,555 1,756,367 1,465,342 2,237,338 1,797,415
13695
Other Market Indexes
Union Pacific -6.83 3:00 861.69 855.89 859.73 850.40 850.31
United Airlines 0.32 3:30 861.92 857.10 859.33 847.26 849.75
United Parcel Service B -0.59 Close 864.00 855.47 859.17 851.27 850.29 Daily 3/11 3/12 3/13 3/14 3/15
13300 High (t) 867.46 865.45 868.70 860.91 857.42
October November December January February March Low (t) 852.26 850.76 855.12 844.63 844.41 NYSE Amer Comp 4675.14 4694.35 4746.85 4759.29 4752.55
High (a) 864.36 863.66 866.36 860.24 855.75 AmMajorMkt 3580.61 3607.09 3607.71 3599.95 3584.65

Utilities Low (a)

Change
853.62
+8.35
851.28
–8.53
857.24
+3.70
845.60
–7.90
846.88
–.98
BNY ADR Idx
Europe
176.73 179.15
170.87 172.80
178.99
172.70
177.17
171.34
176.34
170.63
920 Latin Am 209.66 210.80 211.92 211.31 210.06
Theoretical (t): High 868.70 Low 844.41 Asia 207.86 211.78 211.24 208.26 207.14
Week's
Change Actual (a): High 866.36 Low 845.60 Emerg M 330.53 338.49 338.62 333.69 330.40
Components
DJ US TSM Float51030.62 51544.11 51473.65 51237.71 50946.14
AES -1.24 Nasdaq Cmp 16019.27 16265.64 16177.77 16128.53 15973.17
American Elec Power -1.73 100 Index 17951.69 18219.11 18068.47 18014.81 17808.25
Dow Jones 65 Composite (divisor: 0.77297001992721)
Indus. 9619.89 9700.70 9683.77 9641.77 9551.96
American Water Works -1.30 875 Open (t) 12356.77 12418.79 12492.68 12476.78 12308.71 Insur. 14030.00 14122.11 14173.50 14142.04 14259.17
Atmos Energy -1.27
Open (a) 12366.68 12427.20 12480.93 12477.14 12355.79 Banks 3619.51 3603.37 3596.58 3520.54 3535.85
Consolidated Edison -1.18
10:00 12363.15 12445.59 12505.47 12366.83 12345.90 Computer 14350.56 14677.81 14558.52 14568.40 14383.73
Dominion Energy -0.16
10:30 12332.79 12459.10 12511.55 12375.51 12353.69 Telecom 405.05 402.61 403.24 399.61 396.18
Duke Energy -0.23
11:00 12359.54 12482.74 12502.10 12374.66 12368.65 NYSE Comp.-z 17863.69 17974.06 18018.63 17886.27 17848.08
Edison International -0.47
11:30 12348.15 12468.85 12503.40 12379.72 12355.61 Financial-z 10396.47 10446.08 10481.84 10372.04 10374.64
Exelon -0.48 830 Health Care-z26361.59 26526.38 26419.92 26351.54 26184.35
FirstEnergy -0.14 12:00 12376.77 12465.12 12509.01 12393.18 12337.83
Energy-z 13591.17 13600.59 13796.71 13872.87 13891.66
NextEra Energy 2.27 12:30 12376.99 12444.66 12508.25 12395.52 12321.05
Russell 1000 2806.33 2835.96 2831.69 2821.56 2804.12
Public Svc Enterprise -0.48 1:00 12381.59 12428.21 12504.39 12374.16 12294.24
2000 2065.88 2065.48 2071.71 2031.18 2039.32
Sempra -1.06 1:30 12390.12 12433.99 12517.36 12352.46 12310.63 3000 2933.64 2962.99 2959.22 2946.21 2929.51
Southern 0.08 2:00 12395.24 12456.26 12511.12 12378.43 12320.75 Value-v 1714.75 1719.00 1721.91 1707.40 1707.13
Xcel Energy 0.97 785 2:30 12390.53 12464.64 12502.85 12375.82 12312.31 Growth-v 3312.53 3369.62 3355.79 3357.10 3319.93
3:00 12404.07 12477.54 12485.08 12358.02 12326.84 MidCap 3272.54 3283.80 3285.54 3249.59 3246.79
3:30 12402.24 12488.07 12447.14 12327.63 12328.29 S&P 100 Index 2413.74 2448.24 2442.43 2440.66 2420.03
Close 12412.36 12466.49 12466.32 12380.83 12318.01 500 5117.94 5175.27 5165.31 5150.48 5117.09
High (t) 12477.85 12542.73 12598.22 12531.51 12444.04 Ind. 7352.40 7451.52 7427.45 7416.39 7358.88
Low (t) 12270.79 12334.02 12389.90 12273.13 12243.31 MidCap 2938.99 2953.64 2963.78 2926.30 2923.76
740 High (a) 12417.67 12494.87 12520.72 12486.46 12389.16 SmallCap 1304.52 1300.92 1302.30 1281.50 1287.74
October November December January February March Low (a) 12320.09 12383.28 12437.25 12308.63 12293.35 Value Line(A) 10262.26 10264.71 10281.66 10143.75 10149.17
Value Line(G) 600.24 600.29 601.16 592.98 593.18
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 +36.95 +54.13 –.17 –85.49 –62.82
DJ US Small TSM14212.30 14203.27 14228.31 13969.56 14019.89
Theoretical (t): High 12598.22 Low 12243.31 (A)-Arithmetic Index. (G)-Geometric Index.
Actual (a): High 12520.72 Low 12293.35 (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec. 31,2002=5000.
50 BARRON’S March 18, 2024

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. 12/29 % 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) 7,875,126 4,939,096 4,757,513 65.53
Dow Jones Indexes series, please refer to www.spglobal.com. DJ latest available book 30 Dow Inds (b) 2,124,949 1,829,100 1,593,051 33.39
39131.53 31861.98 30 Indus 39043.32 38714.77 38714.77 –7.92 –0.02 6852.79 21.51 1025.23 2.72 values for FY 2022 and 2021, and S&P latest for 2022 and 2021. r- 20 Dow Trans (b) 569,815 494,330 422,682 34.81
16695.32 13444.01 20 Transp 15882.29 15498.63 15498.63 –219.59 –1.40 1725.17 12.53 –400.22 –2.52 Revised data 15 Dow Utils (b) 431,461 387,707 232,664 85.44
975.39 783.08 15 Utilities 864.00 850.29 850.29 –5.36 –0.63 –72.92 –7.90 –31.38 –3.56 65 Dow Stks (b) 3,126,225 2,711,137 2,248,398 39.04
NYSE American (a) 189,993 63,717 51,627 268.01
12489.82 10596.53 65 Comp 12466.49 12318.01 12318.01 –57.40 –0.46 1600.45 14.93 68.04 0.56 Last Week Prev. Week Last Year Nasdaq(d) 28,569,914 28,078,241 31,049,088 -7.98
Dow Jones Indexes
51544.11 39185.17 US TSM Float 51544.11 50946.14 50946.14 –175.75 –0.34 11760.97 30.01 3158.67 6.61 DJ Ind Avg 38714.77 38722.69 31861.98 NYSE 15 Most Active
1264.13 960.98 US Market 1264.13 1249.47 1249.47 –3.20 –0.26 281.92 29.14 81.75 7.00 P/E Ratio 27.24 27.24 20.73 Average Price 17.57 23.29 22.06 -20.35
Earns Yield % 3.67 3.67 4.82 % Tot Vol 16.08 18.73 18.00 -10.67
936.55 627.77 Internet 928.46 911.21 911.21 –12.82 –1.39 268.41 41.76 59.72 7.01 Stock Offerings $(z,v) 4,817,400 r9,376,500 1,138,800 323.02
New York Stock Exchange Earns $ 1421.33 1421.33 1537.23
Divs Yield % 1.86 1.85 2.20
18018.63 14599.05 Comp-z 18018.63 17848.08 17848.08 –41.54 –0.23 3249.03 22.26 995.19 5.91 Daily Stock Volume 3/11 3/12 3/13 3/14 3/15
Divs $ 720.46 717.30 700.44
10481.84 8121.52 Financial-z 10481.84 10372.04 10374.64 –28.15 –0.27 2253.12 27.74 492.86 4.99 NYSE(a) 873,259 924,319 1,107,480 1,168,873 3,801,196
Mkt to Book 5.05 5.05 4.28
26536.34 21710.04 Health Care-z 26526.38 26184.35 26184.35 –215.66 –0.82 4474.31 20.61 2017.21 8.35 30 Inds (b) 303,964.4 334,748.1 333,195.1 378,504.4 774,536.5
Book Value $ 7664.40 7664.40 7439.45 20 Trans (b) 78,735.3 154,866.0 108,039.8 96,598.5 131,575.4
14159.04 11549.36 Energy-z 13891.66 13591.17 13891.66 376.35 2.78 2342.30 20.28 632.12 4.77
DJ Trans Avg 15498.63 15718.22 13773.46 15 Utils (b) 63,337.2 61,664.1 76,534.4 85,111.9 144,813.5
NYSE American Stock Exchange
P/E Ratio 16.65 16.89 10.81 65 Stks (b) 446,037.0 551,278.1 517,769.3 560,214.9 1,050,925.4
4759.29 3871.21 NYSE Amer Comp 4759.29 4675.14 4752.55 145.23 3.15 827.89 21.09 158.23 3.44 Earns Yield % 6.00 5.92 9.25 NYSE Amer(a) 13,372 13,138 16,858 16,369 130,256
3607.71 2909.96 Major Mkt 3607.71 3580.61 3584.65 -1.01 –0.03 674.68 23.19 196.56 5.80 Earns $ 930.62 930.62 1273.69 Nasd(d) 4,917,629 5,100,337 4,839,008 5,450,988 8,261,952
Standard & Poor's Indexes Divs Yield % 1.39 1.37 1.46 NYSE 15 Most Active
2448.24 1788.60 100 Index 2448.24 2413.74 2420.03 2.50 0.10 631.43 35.30 183.84 8.22 Divs $ 216.01 216.01 201.05 Avg. Price 24.57 22.70 14.77 14.82 25.17
5175.27 3916.64 500 Index 5175.27 5117.09 5117.09 –6.60 –0.13 1200.45 30.65 347.26 7.28 Mkt to Book 4.41 4.47 4.28 % Tot Vol 17.05 17.96 16.01 18.30 18.46
7451.52 5537.32 Indus 7451.52 7352.40 7358.88 –5.71 –0.08 1821.56 32.90 529.92 7.76 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.
2968.54 2326.82 MidCap 2963.78 2923.76 2923.76 –28.63 –0.97 549.29 23.13 142.22 5.11 DJ Utility Avg 850.29 855.65 923.21 (r) Revised. (v) W/E Thursday. (z) Source: LSEG.
1339.63 1068.80 SmallCap 1304.52 1281.50 1287.74 –23.01 –1.76 153.86 13.57 –30.52 –2.32 P/E Ratio 17.98 18.09 25.44
Nasdaq Stock Market Earns Yield % 5.56 5.53 3.93
16274.94 11630.51 Comp 16265.64 15973.17 15973.17 –111.94 –0.70 4342.66 37.34 961.82 6.41 Earns $ 47.29 47.29 36.29
18302.91 12519.88
9865.20 7847.39
100 Index
Indus
18219.11
9700.70
17808.25
9551.96
17808.25
9551.96
–210.20
–103.12
–1.17
–1.07
5288.37
1704.58
42.24
21.72
982.32
78.26
5.84
0.83
Divs Yield %
Divs $
3.69
31.38
3.67
31.36
3.23
29.83
NYSE HALF-HOURLY VOLUME
14259.17 10885.14 Insur 14259.17 14030.00 14259.17 247.96 1.77 3277.93 29.85 1656.65 13.15 Mkt to Book 1.89 1.90 2.12 Daily 3/11 3/12 3/13 3/14 3/15
3842.86 2658.90 Banks 3619.51 3520.54 3535.85 –102.79 –2.83 435.68 14.05 –239.26 –6.34 Book Value $ 450.45 450.45 435.47
14677.81 9363.18 Computer 14677.81 14350.56 14383.73 –39.27 –0.27 5020.55 53.62 1387.51 10.68 S&P 500 Index 5117.09 5123.69 3916.64 9:30-10:00 96,289 99,847 101,796 115,797 371,549
427.98 375.82 Telecom 405.05 396.18 396.18 –2.87 –0.72 11.75 3.06 –20.91 –5.01 P/E Ratio 27.77 27.81 20.94 10:00-10:30 37,303 40,106 40,705 44,840 43,212
Russell Indexes Earns Yield % 3.60 3.60 4.78 10:30-11:00 36,440 35,067 37,760 39,573 39,565
2835.96 2145.96 1000 2835.96 2804.12 2804.12 –6.00 –0.21 658.16 30.67 181.98 6.94 Earns $ 184.25 184.25 187.08
11:00-11:30 30,917 32,713 30,565 34,116 32,849
2084.74 1636.94 2000 2071.71 2031.18 2039.32 –43.39 –2.08 313.43 18.16 12.25 0.60 Divs Yield % 1.44 1.43 1.77
Divs $ 73.69 73.27 69.32 11:30-12:00 27,997 31,837 29,667 29,754 28,751
2962.99 2254.19 3000 2962.99 2929.51 2929.51 –9.12 –0.31 675.32 29.96 181.30 6.60
1721.91 1415.59 Value-v 1721.91 1707.13 1707.13 –2.89 –0.17 276.14 19.30 77.71 4.77 Mkt to Book 4.99 5.00 3.89 12:00-12:30 25,799 28,891 30,072 33,081 30,798
3371.63 2345.39 Growth-v 3369.62 3312.53 3319.93 –8.31 –0.25 974.54 41.55 268.26 8.79 Book Value $ 1024.56 1024.56 1008.02 12:30-1:00 23,783 28,489 27,396 28,667 30,375
3288.49 2594.10 MidCap 3285.54 3246.79 3246.79 –29.19 –0.89 597.01 22.53 134.91 4.34 S&P Ind Index 7358.88 7364.59 5537.32
1:00-1:30 25,525 26,600 28,828 29,742 24,847
Others P/E Ratio 31.45 31.48 22.29
Earns Yield % 3.18 3.18 4.49 1:30-2:00 24,108 23,200 26,396 27,679 25,611
10292.36 8310.43 Value Line-a 10281.66 10143.75 10149.17 –128.05 –1.25 1593.93 18.63 131.00 1.31
Earns $ 233.96 233.96 248.47 2:00-2:30 24,845 23,806 25,863 27,539 29,432
602.24 498.09 Value Line-g 601.16 592.98 593.18 –8.06 –1.34 62.64 11.81 –0.69 –0.12
14308.46 11320.09 DJ US Small TSM 14228.31 13969.56 14019.89 –280.16 –1.96 1850.84 15.21 –32.58 –0.23 Divs Yield % 1.27 1.27 1.56 2:30-3:00 25,832 28,000 31,491 33,488 31,494
1090.18 831.60 Barron's Future Focus 1090.18 1074.27 1074.27 –9.72 –0.90 230.51 27.32 45.90 4.46 Divs $ 93.46 93.53 86.38 3:00-3:30 35,181 33,270 40,997 42,739 43,340
Mkt to Book 6.72 6.72 5.31
1141.48 881.58 Barron's 400 1137.36 1125.58 1126.38 –8.00 –0.71 234.26 26.26 53.98 5.03 3:30-4:00 459,240 492,493 655,944 681,859 3,069,375
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

U.S. Dollar Index vs Euro and Yen Selected IPOs

Per Share Values of Stocks Ticker Initial Offer Price IPO Date Recent Price %Chg
Warm for March: Mixed economic data hinted inflation may not be tamed. Traders moved bets on the
date of the Fed’s first rate cut, from June to July. Expectations of high rates, for longer, lifted the dollar. In the Dow Jones Averages None
Measuring the buck against six other currencies, the ICE U.S. Dollar Index edged up 0.7% for the week. This is a list of the Dow Jones trailing 52-week diluted share
earnings, dividends and book values as reported by the company.
10 Bolded numbers indicate new values. Sources Barron's Stats and
EURO in $ FactSet.
s Industrial Stocks

5 Book Book
Investor Sentiment Readings New Listings
Earns Divs. Value Earns Divs. Value None
Am Exp 11.21 2.40 33.26 Johnson&John 6.16 4.76 29.39 High bullish readings in the Consensus stock index or in the Market

s
0 Amgen
Apple
12.49
6.42
8.64 6.86
0.96 3.18
JPMorgChase 16.22
McDonalds 11.57
4.10 90.29
6.38 (8.06)
Vane stock index usually are signs of Market tops; low ones, market
bottoms. Trading
Last Week 2 Weeks Ago 3 Weeks Ago
DXY (103.45)
-5
Boeing
Caterpillar
(3.68)
20.14
Nil (26.58)
5.10 30.73
Merck Co 0.14 3.00 18.12
Microsoft 11.06 2.86 27.75 Consensus Index
Suspended
Chevron Corp 11.36 6.16 83.17 Nike Inc 3.42 1.42 9.14 NYSE
s Cisco Sys 3.29 1.55 9.68 Proc Gam 5.97 3.7628 19.46 CURO Group (CURO)
Consensus Bullish Sentiment 79% 78% 78%
Textainer Group (TGH)
YEN in $ Coca Cola 2.48 1.87 5.57 3M Co (12.63) 6.01 26.80
-10 Disney Walt 1.62 Nil 52.09 Salesforce.com 4.20 0.40 57.84 AAII Index NYSE American
Dow 0.82 2.80 29.39 Travelers Cos 12.79 4.00 92.89 None
Goldman Sachs 22.82 10.75 317.90 UnitedHealthGrp 23.84 7.52 83.27 Bullish 45.9% 51.7% 46.5% Nasdaq
-15 Home Depot 15.10 8.52 1.54 Verizon 2.76 2.635 21.70 FaZe (FAZE)
Bearish 21.9 21.8 21.3
Honeywell 8.47 4.22 24.99 Visa 8.75 1.94 16.08 Harpoon Therapeutics (HARP)
A M J J A S O N D J F M IBM 8.15 6.64 24.22 Amazon (0.27) Nil 14.26 Neutral 32.2 26.5 32.2 Phaxiam Therapeutics (PHXM)
Intel 0.63 0.50 24.52 Wal-mart 5.74 0.7775 28.48
Science 37 (SNCE)
Source: Tullett Prebon Market Vane Sovos Brands (SOVO)
Transportation Stocks
Bullish Consensus 67% 66% 66% Name
Yearly High/Lows Silver Prices 144 Filings
AlaskaAirGroup 1.81
AmericanAirlines 1.10
Nil 29.92
Nil (8.91)
Kirby Corp 3.72
Landstar Sys 7.35
Nil 50.79
1.29 24.70
TIM Group Market Sentiment
Changes
AvisBudgetGrp 42.61 Nil (18.03) Matson Inc 8.38 1.27 63.28 Indicator 46.1% 48.4% 45.6% NYSE
C.H. Robinson 2.71 2.44 11.64 Norf Southern 8.02 5.40 55.83 None
The yearly Handy & Harman Silver price; with a high/low range based SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to Sources: Consensus Inc.; American Association of
CSX Corp 1.84 0.45 6.11 Old Dominion 11.26 1.72 33.14 NYSE American
on the daily close. 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 7.15 0.30 10.26 Ryder Sys 8.71 2.75 63.45 Individual Investors; Market Vane; TIM Group None
Year High Date Low Date Reuters Expeditors Int'l 5.00 1.38 20.15 Southwest Air 0.75 0.72 17.99
Nasdaq
FedEx 16.88 5.04 103.86 Un Pacific 10.46 5.20 19.86
2024 25.33 Mar 15 22.12 Feb. 13 Shares Sale Brand Engagement Network
2023 25.92 May 04 20.07 Mar 08 Hunt (JB) 6.97 1.69 35.34 UPS 7.79 6.49 23.04
Company Sym Indicated $ Value Date Seller Title (BNAI), formerly DHC
2022 26.87 Mar 08 17.80 Sept 01
Taboola.Com Ltd TBLA 5,205,219 21,880,658 3/12/24 Peres, Nechemia D
UberTechnologies (4.69) Nil 3.66 United Airlines 7.88 Nil 21.09
Arms Index Acquisition (DHCA)
Graphjet Technology (GTI),
formerly Energem (ENCP)
Coming U.S. Auctions Digitalocean
Mission Produce
DOCN 900,000 36,180,000 3/12/24
AVO 697,000 8,140,960 3/12/24
Spruill, Yancey
Gonzalez, Luis
AF
D
Utility Stocks The Arms index, also known as the short term trading index,
is a number derived by dividing one quotient into another
quotient. The numerator in the index is the number of
Montana Technologies (AIRJ),
formerly Power & Digital
AES Corp. 0.33 0.6702 2.39 Exelon 2.33 1.46 24.89 advancing stocks divided by the number of declining stocks. Infrastructure (XPDB)
Yields (%) Oracle ORCL 400,000 45,652,000 3/12/24 Henley, Jeffrey OD As of 3/14/11, the denominator in the index is now the Nature's Miracle (NMHI),
Monday When Issued* Last Auction Am Elec 4.25 3.37 46.50 FirstEnergy 1.96 1.56 17.77 composite volume of advancing stocks divided by the formerly Lakeshore
Dyne Therapeutics DYN 363,343 9,247,079 3/8/24 Brumm, Joshua OD composite volume of declining stocks.
AmericanWaterWorks 4.89 2.7775 42.30 NextEra Energy 3.61 1.92 19.74 Acquisition II (LBBB)
$76.0 bil 3-month 5.376 5.250 Church & Dwight CHD 275,000 28,633,000 3/11/24 Farrell, Matthew O Atmos Energy 6.30 3.09 66.85 Xcel Energy 3.21 2.11 30.34 NextTrip (NTRP), formerly
$70.0 bil 6-month 5.326 5.100 3/11 3/12 3/13 3/14 3/15
Cooper Companies COO 241,288 24,000,000 3/7/24 Weiss, Robert D Con Ed 7.20 3.26 58.27 Pub Sv Ent 5.13 2.31 27.62 Sigma Additive Solutions
DominionEnergy 1.96 2.67 31.26 Sempra Energy 4.79 2.38 83.43 (SASI)
Tuesday Tenable TENB 200,000 9,386,090 3/12/24 Vintz, Stephen O NYSE .77 1.09 .79 1.21 1.05 XTI Aerospace (XTIA),
Duke Energy 1.27 4.08 61.51 Southn Co. 3.64 2.80 27.67 formerly Inpixion (INPX)
$46.0 bil 1-year 5.037 4.695 Xylem XYL 160,245 20,192,665 3/11/24 Decker, Patrick O NYSE American .32 1.60 .94 .45 .45
Edison Int'l 3.12 2.9925 35.70 Zeo Energy (ZEO), formerly
* As of Friday afternoon. Garmin Ltd GRMN 150,000 21,214,500 3/7/24 Burrell, Jonathan AF Nasdaq .71 .97 .95 1.00 .94 ESGEN Acquisition (ESAC)
March 18, 2024 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 .0012 .0012 850.7500 846.7500
S&P 100 of 125:100 are considered bullish, for instance. Bearish Australia (Dollar) .6557 .6626 1.5251 1.5092
Nonferrous Metals DJUSNF 596.74 + 63.67 27.29 +11.94 [1] +25.63 [60] +4.79 [65] +6.47 597.28 444.25 signals flash when the equity put-call level reaches the vicinity of Bahrain (Dinar) 2.6532 2.6536 .3769 .3769
Oil Equipment & Svcs DJUSOI 303.73 + 15.64 3.79 +5.43 [2] +20.58 [70] +1.26 [92] +17.44 347.74 240.26 30:100 and the index ratio hits 75:100. Brazil (Real) .2002 .2008 4.9962 4.9808
Exploration & Production DJUSOS 1134.82 + 50.63 105.10 +4.67 [3] +31.25 [43] +10.21 [27] +24.99 1,134.82 868.10 Bulgaria (Lev) .5567 .5592 1.7963 1.7882
Mortgage Finance DJUSMF 10.27 + .40 .47 +4.04 [4] +52.68 [11] +4.83 [64] +6.33 10.35 6.54 S&P 100 CBOE Canada (Dollar) .7383 .7415 1.3546 1.3486
Reinsurance DJUSIU 529.85 + 19.80 63.64 +3.88 [5] +41.13 [23] +13.65 [7] +18.04 529.85 370.05 Chile (Peso) .001060 .001040 943.32 961.30
China (Renminbi) .1390 .1392 7.1959 7.1862
Oil & Gas Producers DJUSOG 886.74 + 32.94 74.99 +3.86 [6] +17.55 [74] +9.24 [34] +21.63 908.05 751.24 13.30 0.90 Colombia (Peso) .0002576 .0002562 3882.50 3903.94
Industrial Metals & Mining DJUSIM 556.27 + 18.70 28.24 +3.48 [7] +26.38 [59] +5.35 [59] +18.80 556.27 405.92
Czech. Rep. (Koruna) …… .. …… .. …… .. …… ..
Brewers DJUSDB 672.52 + 22.19 30.12 +3.41 [8] +21.11 [69] +4.69 [66] –7.18 727.32 535.55
Commercial rate .04330 .04320 23.096 23.148
Oil Equip, Svcs & Distri DJUSOQ 408.50 + 12.51 11.98 +3.16 [9] +22.61 [66] +3.02 [77] +14.67 421.14 322.01 Denmark (Krone) .1460 .1468 6.8484 6.8143
Integrated Oil & Gas DJUSOL 752.82 + 22.53 57.82 +3.09 [10] +6.39 [103] +8.32 [43] +18.81 817.16 667.50 10.70 0.80 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Distillers & Vintners DJUSVN 542.57 + 15.13 36.45 +2.87 [11] +14.85 [83] +7.20 [49] +1.88 582.68 463.67 Egypt (Pound)-y .0209 .0202 47.8062 49.3985
Tobacco DJUSTB 683.80 + 18.34 19.96 +2.76 [12] –3.58 [116] +3.01 [78] –.12 732.13 626.89 Hong Kong (Dollar) .1278 .1279 7.8225 7.8204
Basic Resources DJUSBS 345.83 + 8.12 1.27 +2.40 [13] +12.96 [90] +.37 [98] +8.87 351.42 280.61 Hungary (Forint) .002772 .002775 360.80 360.35
Property & Casualty DJUSIP 1658.05 + 38.37 248.38 +2.37 [14] +41.39 [22] +17.62 [3] +17.83 1,658.05 1,165.80
8.10 0.70 Iceland (Krona) .007320 .007346 136.61 136.13
Full Line Insurance DJUSIF 74.22 + 1.70 7.82 +2.35 [15] +52.19 [12] +11.78 [17] +16.39 74.22 48.38 India (Rupee) .01206 .01208 82.891 82.754
Commercial Vehicles DJUSHR 4515.19 + 97.77 413.40 +2.21 [16] +31.45 [41] +10.08 [28] +9.12 4,515.19 3,153.24 Indonesia (Rupiah) .0000639 .0000643 15645 15541
Israel (Shekel) .2718 .2796 3.6786 3.5762
Aluminum DJUSAL 103.99 + 2.02 –12.16 +1.98 [17] –23.46 [136] –10.47 [131] –.65 145.39 79.97 5.50 0.60 Japan (Yen) .006708 .006799 149.08 147.07
Nonlife Insurance DJUSIX 1180.05 + 21.61 154.44 +1.87 [18] +41.40 [21] +15.06 [4] +18.04 1,180.05 829.36
Kazakhstan (Tenge) .002222 .002236 450.01 447.13
Insurance DJUSIR 1191.28 + 21.49 141.44 +1.84 [19] +39.63 [26] +13.47 [9] +16.70 1,191.28 846.58
Kuwait (Dinar) 3.2535 3.2578 .3074 .3070
Health Care Providers DJUSHP 3165.62 + 55.87 –10.26 +1.80 [20] +9.08 [98] –.32 [101] +6.36 3,260.67 2,863.86 Macau (Pataca) .1241 .1241 8.0610 8.0590
2.90 0.50 Malaysia (Ringgit)-b .2126 .2134 4.7045 4.6850
Net Change % Change and Ranking 52 Week Mexico (Peso) …… .. …… .. …… .. …… ..
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Floating rate .0598 .0595 16.7167 16.8120
New Zealand (Dollar) .6085 .6178 1.6434 1.6186
Semiconductor DJUSSC 15197.49 – 351.69 3,814.72 –2.26 [123] +110.59 [1] +33.51 [1] +31.47 16,329.18 7,257.94 0.30 0.40 Norway (Krone) .0942 .0959 10.6171 10.4261
Internet DJUSNS 3887.30 + 10.67 390.51 +.28 [54] +69.50 [2] +11.17 [19] +9.36 4,021.32 2,375.93 M A M J J A S O N D J F M Oman (Rial) 2.5975 2.5975 .3850 .3850
Broadline Retailers DJUSRB 3648.87 – 21.94 436.92 –.60 [86] +68.42 [3] +13.60 [8] +5.16 3,737.12 2,195.66 Pakistan (Rupee) .00359 .00358 278.888 279.500
Travel & Tourism DJUSTT 1070.35 – 29.63 90.04 –2.69 [125] +67.79 [4] +9.18 [35] +3.45 1,135.72 643.00 Source: CBOE Philippines (Peso) .01801 .01799 55.528 55.580
Home Construction DJUSHB 2510.22 – 50.29 130.50 –1.96 [120] +67.29 [5] +5.48 [58] +22.66 2,589.41 1,518.40 Poland (Zloty) .2530 .2544 3.9523 3.9306
Software & Computer Svcs DJUSSV 6048.88 + 18.88 483.03 +.31 [52] +58.72 [6] +8.68 [40] +12.02 6,242.36 3,917.59 Qatar (Rial) .2747 .2747 3.6407 3.6400
Saudi Arabia (Riyal) .2666 .2666 3.7504 3.7506
Technology Hardware & Equip
Software
DJUSTQ
DJUSSW
5873.21
6660.90
– 68.69
+ 30.03
696.15
452.34
–1.16
+.45
[100]
[47]
+57.68
+54.40
[7]
[8]
+13.45
+7.29
[10]
[48]
+21.40
+13.99
6,102.73
6,882.49
3,814.80
4,418.79 Coming Earnings Singapore (Dollar)
South Africa (Rand)
.7476
.0533
.7510
.0534
1.3376 1.3315
18.7761 18.7258
Bldg Materials & Fixtures DJUSBD 2092.21 – 3.16 204.43 –.15 [70] +53.35 [9] +10.83 [22] +12.48 2,122.02 1,340.93
Consensus Estimate Year ago South Korea (Won) .0007513 .0007593 1330.99 1316.98
Recreational Svcs DJUSRQ 100.69 – .94 –5.04 –.92 [94] +52.97 [10] –4.77 [124] –4.84 106.66 65.02
Sri Lanka (Rupee) .0033 .0033 305.3200 307.5600
Mortgage Finance DJUSMF 10.27 + .40 .47 +4.04 [4] +52.68 [11] +4.83 [64] +6.33 10.35 6.54 Sweden (Krona) .0966 .0976 10.3543 10.2467
M
Full Line Insurance DJUSIF 74.22 + 1.70 7.82 +2.35 [15] +52.19 [12] +11.78 [17] +16.39 74.22 48.38 Switzerland (Franc) 1.1317 1.1395 .8836 .8776
General Retailers DJUSGT 2693.50 – 1.35 309.22 –.05 [65] +51.52 [13] +12.97 [12] +6.03 2,730.28 1,781.34 Science Applications Int’l (Q4) $1.44 $2.04
Taiwan (Dollar) .03162 .03183 31.621 31.418
Construction & Materials DJUSCN 1653.12 – 3.88 165.89 –.23 [74] +49.71 [14] +11.15 [20] +13.77 1,675.17 1,085.19 Thailand (Baht) .02786 .02825 35.900 35.400
T Turkey (New Lira)-d .0311 .0313 32.1044 31.9016
Industrial Suppliers DJUSDS 814.49 + 9.42 87.93 +1.17 [28] +49.35 [15] +12.10 [16] +21.46 823.87 534.31
Retail DJUSRT 2424.15 – 1.45 275.68 –.06 [67] +48.88 [16] +12.83 [14] +7.20 2,455.43 1,631.18 HealthEquity (Q4) 0.56 0.37 Ukraine (Hryvnia) .0257 .0261 38.8500 38.2500
Hotels DJUSLG 3650.99 – 38.50 332.66 –1.04 [96] +44.75 [17] +10.03 [29] +12.56 3,730.26 2,474.40 U.K. (Pound) 1.2733 1.2859 .7854 .7777
Computer Services DJUSDV 235.53 – 4.45 22.41 –1.85 [118] +43.94 [18] +10.51 [24] +9.91 242.41 163.79 W Uruguay (Peso) …… .. …… .. …… .. …… ..
Publishing DJUSPB 679.16 – 12.57 –14.77 –1.82 [115] +43.35 [19] –2.13 [112] +5.22 706.80 475.81 Chewy (Q4) -0.03 0.01 Financial .02603 .02579 38.420 38.775
Euro 1.0890 1.0941 .9183 .9140
Specialized Consumer Svcs DJUSCS 2674.46 + 11.17 215.28 +.42 [50] +41.78 [20] +8.75 [39] +7.26 2,709.20 1,901.51 General Mills (Q3) 1.04 0.97 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
KB Home (Q1) 1.57 1.45 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. Micron Technology (Q2) -0.26 -1.91 2005. y-floating rate.

TH
FactSet Research (Q2) 3.88 3.80 Money Rates
Delta Market Pulse of the Economy
FedEx (Q3)
Nike (Q3)
3.53
0.75
3.41
0.79
Latest Week Prev. Week Yr Ago

Sentiment Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr Consensus Estimate Discount Rate (NY)
Prime Rate (base)
5.50
8.50
5.50
8.50
4.75
7.75
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg
Indicator Durable manufacturing (NAICS) a, Feb 101.4 r100.4 101.0 0.40 Gasoline, (thous. bbls) Mar 8 234,083 239,745 235,997 –0.81
Day
T February Housing Starts
Consensus Est Last Period
1,250,000 1,331,000
Fed Funds Rate
Capacity utilization % Feb 78.3 r78.3 79.6 –1.63 Inventory–to–sales ratio (Business) Jan 1.39 r1.38 1.37 1.46
The Delta MSI measures the Avg effective offer 5.33 5.33 4.60
Industrial output a, Orders TH Q4 Current Account -$205.6 bil -$200.3 bil
position of a representative set Feb 102.3 r102.2 102.6 –0.29 Avg weekly auction-c 5.33 5.25 4.57
of stocks relative to an Manufacturing (NAICS) a, Feb 99.8 r99.0 100.6 –0.80 No Activity for this Week February Leading Indicators -0.50% -0.40%
intermediate-term moving T-Bills Rate
average crossover (MAC) point. Nondurable manufacturing (NAICS) a Feb 98.3 r97.6 100.1 –1.80 Unless otherwise indicated, times are Eastern. a-Advanced;
Trade
When greater than 50% of the f-Final; p-Preliminary; r-Revised Source: FactSet
Production Merchandise trade balance (bil $) Jan –91.60 r–88.65 –90.17 1.59 13 weeks, Coupon Yield 5.395 5.384 4.888
stocks followed are above this
MAC point, the market is For more information about coming economic reports 13 weeks, Auction Rate 5.250 5.240 4.750
Electric power, (mil. kw hrs) (EEI) Mar 9 71,741 75,244 73,813 –2.81 Inflation - and what they mean - go to Barron’s free Economic
bullish. When the indicator is 26 weeks, Coupon Yield 5.308 5.313 4.895
below 50%, risk is elevated and Mining (NAICS) a, Feb 119.2 r116.6 117.1 1.79 Calendar at www.barrons.com
ECRI Industrial Price Index f Mar 15 114.66 114.98 115.83 –1.01 26 weeks, Auction Rate 5.100 5.105 4.700
stock exposures should be
reduced. Manager uses
discretion on asset allocation
Petroleum, related capacity, %
Rotary rigs running, U.S. & Can., (Hughes)
Mar 8
Mar 15
86.8
836
84.9
847
88.2 –1.59
961 –13.01
Consumer price index b (unadjusted)
Producer price index (finished goods) c
Feb 310.3 308.4 300.8 3.16 Conference Call Calendar Earnings- Avg weekly auction-c
Broker Call Rate
5.24
7.25
5.24
7.25
4.84
6.50
Steel, (thous. tons) Mar 9 1,734 1,716 1,677 3.40 Feb 258.6 r255.0 257.0 0.62
when MSI is at 50% +/- 3%. Related
Steel, rated capacity, % (AISI) Mar 9 78.1 77.3 75.0 4.13 Rate of inflation, % (annual, unadjusted) Feb 3.2 3.1 6.0 –46.67 Bankers Acceptances
Company Date Time Period

Bullish
Utilities a Feb 101.3 r109.5 100.6 0.70 Employment
Accenture PLC March 21 8:00AM Q2 1 month 5.33 5.33 4.65
Consumption and Distribution Initial jobless claims (thous.) Mar 9 209 r210 221 –5.43 Darden Restaurants March 21 8:30AM Q3 2 months 5.35 5.35 4.75
Continuing claims (mil.) Mar 2 1.811 r1.794 1.665 8.77 Factset Research Systems March 21 11:00AM Q2 3 months 5.36 5.38 4.80
Business sales, (mil. $) Jan 1,833.30 r1,856.69 1,855.26 –1.18
Current Sentiment Help Wanted Online –Ads (thous,) Feb 6,470.0 6,468.4 5,642.3 14.67 FedEx March 21 5:30PM Q3 6 months 5.35 5.37 5.00
Instinet Research Redbook Avg. (monthly %) Mar 9 –3.66 –4.00 –1.21 …. Lululemon Athletica March 21 4:30PM Q4
Small Business Optimism Index Feb 89.4 89.9 90.9 –1.65 Foreign Prime Rates

80.3%
Baltic Dry Index Mar 15 2,374 2,345 1,535 54.66 Micron Technology March 20 4:30PM Q2
Logistics Managers Index Feb 56.5 55.6 54.7 3.29 Construction Source: CCBN, www.ccbn.com Canada 7.20 7.20 6.70
Retail store sales, (bil. $) Feb 700.7 r696.7 690.4 1.49 No Activity for this Week Germany 4.50 4.50 3.00
Last Week Inventories Other Indicators Barron’s 50-Stock Average Japan
Switzerland
1.475
2.25
1.475
2.25
1.475
1.50
Business inventories, (bil. $) Jan 2,555.00 r2,554.77 2,544.58 0.41 Citi Research Panic–Euphoria Reading Mar 15 0.31 0.34 –0.27 …. Britain 5.25 5.25 4.00

74.2%
This index is a weighted average of 50 leading issues. Useful in secu-
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) Mar 8 446,994 448,530 480,063 –6.89 a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h-
rity valuation. Source: Barron's Stats
benchmark revision, 2016 equals 100. r-Revised. Other Money Rates
Mar 14 Mar 7 March Yr-to-Yr
2024 2024 2023 % Chg Fannie Mae Home Loan:
2 Weeks ago S&P 500 Index 5150.48 5157.36 3971.90 29.67 30-Year Fixed Conv 6.37 6.30 5.84
Barron’s 50 Index 13213.6813284.65 11088 19.17 Bank money market-z 0.60 0.60 0.31

American Debt and Deficits Adjustable Mortgage Rates

73.6%
Projected quarterly earn 124.82 125.74 159.75 –21.86 Interest Checking-z 0.09 0.09 0.06
Annualized projected earn 499.29 502.96 639.00 –21.86 6-Month Certif-z 1.80 1.82 1.06
Latest Preceding Year Ago Yr over Yr Annualized projected P/E 26.46 26.41 17.4 52.52 12-Month Certif-z 1.92 1.96 1.60
Report Report Report % Chg Mar 15 Mar 8 Yr. Ago YOY % Chg
Five-year average earn 519.73 520.09 487.00 6.72 30 Month Accounts-z 1.51 1.51 1.30
3 Weeks ago 1 Year Treas Bills 4.94 5.00 5.12 -3.52 Five-year average P/E 25.42 25.54 22.8 11.67 5-Year Certificates-z 1.45 1.45 1.22
Federal Budget Deficit (bil. $)-a 1,521FY'26 1,671FY'25 1,846FY'24 ….
Budget Surplus/Deficit (bil. $)-b, February –296.28 –21.93 –262.43 12.90 2 Year Treas Notes 4.54 4.64 4.89 -7.16 Year-end earn 681.35 681.35 619.24 10.03
Current Market Exposure: Trade Deficit (bil. $, sa)-c, January –67.43 r-64.17 –70.30 -4.08 3 Year Treas Notes 4.31 4.43 4.57 -5.69 Year-end P/E 19.39 19.50 17.9 8.31 U.S. Savings EE Bonds:
100% Equities, 0% Bonds, 0% Treasury Gross Public Debt. (bil. $)-d 34,475.9 34,325.3 31,458.8 9.59 5 Year Treas Notes 4.12 4.26 4.22 -2.37 Year-end earns yield, % 5.16 5.13 5.6 –7.70
Cash Treasury Statutory Debt Limit (bil. $)-d * 31,381.5 …. …. Long-Term (5yrs+) 2.70 2.70 2.10
Consumer Installment Debt (bil. $)-e, January 5,039.2 r5,019.7 4,805.3 4.87 10 Year Treas Notes 4.13 4.26 3.91 5.63 Best grade bond yields, % 3.91 3.90 4.51 –13.23
Source: Delta Investment 20 Year Treas Bds 4.39 4.52 4.07 7.86 Bond yields/stock ylds, % 0.76 0.76 0.81 –6.08 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. FHFA PMMS+ Feb 6.94 6.94 6.32 9.81 Reserve on a weekly average basis. Sources: Tullett Prebon information, Ltd.
www.deltaim.com, (415) Actual year-end divs 256.10 265.90 241.41 6.08
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. Actual yr-end divs yld, % 1.94 2.00 2.18 –11.01
52 BARRON’S March 18, 2024

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

Barron’s Gold Mining Index

12-Month Year Week %
Weekly Bond Statistics Dividend Payment Boosts Top 5 Insider Purchases by
High
974.71
Low
744.74 Gold mining
3/14
847.19
3/7
812.82 820.20
Ago Chg.
+4.23
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
Company in 2024
Corporate (z) 40,146 r53,936 1,557 Number of Number of Avg.
Municipal (z) 10,324 r10,002 7,709 Academy Sports & Outdoors-ASO (Nasdaq) 0.5 Q .11 .09 22.2 3-26 3-25 4-18 Company Sym Insiders Shares $ Value Price
Apollo Tactical Incm Fd-AIF (NYSE) 10.0 M .138 .133 3.8 3-21 3-20 3-28
Best Grade Bonds-y Townebank TOWN 28 6,687 191,442 $28.63
Applied Materials-AMAT (Nasdaq) 0.6 Q .40 .32 25.0 5-23 5-22 6-13
Gold & Silver Prices (Barron's index of 10 high-grade corporate bonds.) Arcos Dorados Holdings A-ARCO (NYSE) 1.7 Q .06 .04 50.0 3-25 3-22 3-28
Columbia Banking System
Community Trust Bancorp
COLB
CTBI
13
12
52,666 1,083,289
10,421 435,510
$20.57
$41.79
Handy & Harman 3/15 3/8 Year Ago 3.91 3.90 4.18 BCE Inc-BCE (NYSE) 8.2 Q .740452 .715739 3.5 3-15 3-14 4-15
Compass Diversified CODI 11 152,162 3,387,437 $22.26
Blackstone LongShrt Cred-BGX (NYSE) 10.3 M .105 .103 1.9 3-21 3-20 3-28
Gold, troy ounce 2163.45 2171.20 1962.10 Interm-Grade Bonds-y Nb Bancorp NBBK 8 67,452 934,617 $13.86
Dick's Sporting Goods-DKS (NYSE) 1.9 Q 1.10 1.00 10.0 3-29 3-27 4-12
Silver, troy ounce 25.33 24.35 22.19
(Barron's index of 10 medium-grade corporate bonds.) DWS Muni Income Trust-KTF (NYSE) 3.9 M .035 .029 20.7 3-20 3-19 3-28 Top 5 Insider Sales by Company in 2024
Base for pricing gold and silver contents of shipments and for making 4.91 4.88 5.20 DWS Strat Mun Income Tr-KSM (NYSE) 4.0 M .03 .029 3.4 3-20 3-19 3-28
refining settlement. Equity Residential-EQR (NYSE) 4.2 Q .675 .6625 1.9 3-25 3-22 4-12 Celsius CELH 23 4,442,034244,983,211 $55.15
Confidence Index Espey Mfg & Elec-ESP (NYSE AMER ) 2.3 Q .175 .15 16.7 3-22 3-21 3-28 Salesforce CRM 21 722,082205,860,291 $285.09
Coins Price Premium $ Premium % FS Credit Opportunities-FSCO (NYSE) 11.4 M .06 .057 5.3 3-21 3-20 3-28 Coinbase Global COIN 20 846,164161,568,154 $190.94
(High-grade index divided by intermediate-grade index; decline in
Krugerrand 2243.85 86.30 4.00 latter vs. former generally indicates rising confidence, pointing to Guaranty Bancshares-GNTY (NYSE) 3.3 Q .24 .23 4.3 3-25 3-22 4-10 Airbnb ABNB 17 1,080,094156,919,179 $145.28
Maple Leaf 2265.43 107.88 5.00 higher stocks.) Harmony Gold Mining ADR-HMY (NYSE) 1.2 S .077863 .039857 95.4 4-12 4-11 4-22
Mexican Peso 2609.36 8.00 0.31 Ionis Pharmaceuticals IONS 17 399,454 20,107,445 $50.34
79.7 79.9 80.4 ING Groep ADR-ING (NYSE) 6.7 S .820464 .380877 115.4 4-25 4-24 5-10
Austria Crown 2117.83 3.00 0.14
Austria Phil 2265.43 107.88 5.00 Intl General Insurance-IGIC (NCM ) 0.3 Q .51 .01 5000.0 4-01 3-28 4-22
U.S. Eagles 2265.43 107.88 5.00 Other Confidence Indicators:
InvenTrust Properties-IVT (NYSE) 3.7 Q .226 .2155 4.9 3-31 3-27 4-15
Premium is the amount over the value of the gold content in the coin.
Source Manfra, Tordella & Brookes, Inc. Bullion spot gold price 2157.55 Bloomberg Barclays US Long Treasury* JD.com ADR-JD (Nasdaq) 2.7 A .76 .62 22.6 4-05 4-04 4-29 Week’s Week’s
Logan Ridge Finance-LRFC (Nasdaq) 4.3 Q .32 .30 6.7 3-25 3-22 4-02
(This index measures the performance of fixed-rate, nominal US
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) Realty Income-O (NYSE) 6.0 M .257 .2565 0.2 4-01 3-28 4-15 Dividend Dividend
Rentokil Initial ADR-RTO (NYSE) 1.6 S .378422 .175903 115.1 4-05 4-04 5-28
Gold Performance Bloomberg Barclays US Credit
3080.83 3170.99 3369.44
Shoe Carnival-SCVL (Nasdaq) 1.7 Q .135 .12 12.5 4-08 4-05 4-22 Payment Payment
Toll Brothers-TOL (NYSE) 0.7 Q .23 .21 9.5 4-05 4-04 4-19
Losing Luster: After signs of inflation, Travel + Leisure-TNL (NYSE) 4.4 Q .50 .45 11.1 3-21 3-20 3-29 This list includes payouts on This list includes payouts on
(This index includes all publicly issued, fixed-rate, non-convertible, common stocks. common stocks.
gold’s price slid 0.4%, to $2,163 an ounce. investment-grade, dollar-denominated, SEC-registered corporate Vail Resorts-MTN (NYSE) 3.7 Q 2.22 2.06 7.8 3-28 3-27 4-11
debt.) Vox Royalty-VOXR (NCM ) 2.6 Q .012 .011 9.1 3-29 3-27 4-12 NYSE NASDAQ
25 3018.68 3045.30 2875.02
W. P. Carey Inc.-WPC (NYSE) 6.2 Q .865 .86 0.6 3-28 3-27 4-15 Monday (March 18) Monday (March 18)
Williams-Sonoma-WSM (NYSE) 1.3 Q 1.13 .90 25.6 4-19 4-18 5-24 AdvanSix .16 Rocky Brands .155
Barron's Gold Mining Index (847.19)
Ryan Labs Treasury Index Borr Drilling .05
World Kinect-WKC (NYSE) 2.7 Q .17 .14 21.4 3-25 3-22 4-16 Rush Enterprises A .17
20 California Resources .31 Rush Enterprises B .17
(Index of total return from active Treasury notes and bonds. Dec. Civeo .25
31, 1996=100.) Shyft Group .05

Dividend Payment Reductions

Cool .41 Strategic Education .60
270.82 274.35 270.97 Delta Air Lines .10
Duke Energy 1.025 Viatris .12
15 FutureFuel .06
Bond Buyer 20 Bond Index Tuesday (March 19)
Handy & Harman Gold Price Adjusted % Record Ex-Div Payment Global Industrial .25
Kontoor Brands .50 BGC Group Cl A .01
(Index of yields of 20 general obligation municipal bonds.) Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Paycom Software .375 Cheesecake Factory .27
10 3.52 3.52 3.57 Vulcan Materials .46 Chord Energy 1.25
American Tower REIT-AMT (NYSE) 3.3 Q 1.62 1.70 -4.7 % 4-12 4-11 4-26 Tuesday (March 19)
Chord Energy 2.00
Bond Buyer Municipal Bond Index Ellington Financial-EFC (NYSE) 13.8 M .13 .15 -13.3 % 3-29 3-27 4-25 Constellation Energy .352
Amcor .125
5 Banco Latinamer .50 Wednesday (March 20)
(Index of 40 actively-traded tax-exempt bonds; component issues Comfort Systems USA .25

0
are changed regularly to keep the index a current picture of the
market. Source: The Bond Buyer Stock Splits/Dividends Special Dividends Gerdau ADR
Gerdau ADR
.02
.02
Avnet
Bloomin' Brands
Electronic Arts
.31
.24
.19
4.31 4.34 4.52 Record Ex-Div Pay Record Ex-Div Pay Safe Bulkers .05
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Sprott .25 Equinix 4.26
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Golar LNG .25
Stock/Bond Yield Gap-s Stanley Black & Decker .81
FRP Holdings-FRPH (Nasdaq) 2-for-1 4-01 4-15 4-12 ClearOne-CLRO (NCM ) 0.50 4-02 4-11 4-10 Terex .17 Old Dominion Freight Line .26
-5 Powerbridge Technologies-XTKG (NCM ) 6% 4-26 4-25 5-27 UnitedHealth Group 1.88 Thursday (March 21)
(Difference between yield on highest-grade corporate bonds and Graphite Bio-GRPH (Nasdaq) 1.03 3-18 3-15 3-21
yield on stocks on the DJIA.) Texas Pacific Land-TPL (NYSE) 3-for-1 3-18 3-27 3-26 Greystone Housing Impact-GHI (NYSE) 0.07 3-28 3-27 4-30 Wednesday (March 20) Graphite Bio 1.03
-2.05 -2.05 -1.98 SIGA Technologies-SIGA (Nasdaq) 0.60 3-26 3-25 4-11 Assured Guaranty .31 Heidrick & Struggles .15

A M J J A S O N D J F
-10
Yield on DJ Equal Weight US Corp Bond Idx: Week’s Ex- Week’s Ex- Smart Share Global ADR-EM (NCM ) 0.03 5-31 5-31 6-14
Avery Dennison
Cedar Fair Dep Rec
Compass Minerals
.81
.30
.15
Qualcomm
Red River Bancshares
.80
.09
TFS Financial .282
Corp Bonds, (y) 5.48 5.36 5.50
Dividend Dividend U.S. Treasury Bills
Dominion Energy
Enpro
Harley-Davidson
.668
.30
.172
Friday (March 22)
v-Week ended Thursday. y-Yield to maturity, week ended Thursday. z- AMERISAFE .37
Source: LSEG.*Barclays T-Bond Index discontinued by firm.
Dates Dates Maturity Bid Asked
Wkly
Chg.
Ask
Yld.
Liberty Energy
Natural Grocers
Ormat Technologies
.07
.10
.12
Atlantica Sustain Infr
B. Riley Financial
.445
.50
March 19 5.26 5.25 .... 5.33 PJT Partners .25 Big 5 Sporting Goods .05
This list includes payouts on This list includes payouts on Columbia Sportswear .30
common stocks. common stocks. March 21 5.27 5.26 .... 5.35 RLI Corp .27
CRA International .42
Federal Reserve Data Bank NYSE NASDAQ
March 26
March 28
5.26
5.26
5.25
5.25
....
-0.01
5.34
5.35
VF Corp
White Mountains Insur
Xylem
.09
1.00
.36
Diamond Hill Investment
Evergy
1.50
.642
Tuesday (March 19) Tuesday (March 19) April 02 5.25 5.24 -0.02 5.32 Exponent .28
One week ended Mar 13: April 04 5.24 5.23 -0.03 5.33 Thursday (March 21)
Allient .03 Flushing Financial .22
Dine Brands Global .51 Bentley Systems .06 April 09 5.27 5.26 0.01 5.35 Alcoa .10 HealthStream .028
Member Bank Latest Prev. Week Year Ago GeoPark .136 Ituran Location & Ctrl .39 April 11 5.26 5.25 .... 5.35 Aris Water Solutions .09 Monro .28
Reserve Chgs. (Mil. $) Week Change Change MIND CTI .24 April 16 5.26 5.25 -0.01 5.35 Cigna Group 1.40 NAPCO Security Techs .10
Kohl's .50 DRDGOLD ADR .106
Silver Spike Investment .25 April 18 5.27 5.26 .... 5.35 Newmark Group .03
U.S. Gov't securities: Nordic American Tankers .12 DRDGOLD ADR .107
Wednesday (March 20) April 23 5.27 5.26 .... 5.38 Dun & Bradstreet .05 Steven Madden .21
PLDT ADR .823 TriCo Bancshares .33
Bought outright 7,034,909 -2,910 -912,149 Arhaus .50 April 25 5.28 5.27 0.01 5.36 Eagle Bulk Shipping .60
UWM Holdings .10 April 30 5.28 5.27 0.02 5.38 FactSet Research Systems .98 United Fire Group .16
Vistra .215 Bank7 .21 Griffon .15
Federal agency secur: Broadcom 5.25 May 02 5.29 5.28 0.02 5.40 Saturday (March 23)
May 07 5.27 5.26 0.01 5.37 Home Depot 2.25
Bought outright 2,347 .... .... Wednesday (March 20) Hibbett .25 Insperity .57 NONE
NXP Semiconductors 1.014 May 09 5.27 5.26 0.01 5.38 Jackson Financial .70
Reserve bank credit: Berkshire Hills Bancorp .18 Seagate Technology .70 May 14 5.25 5.24 0.02 5.36 Kinross Gold .03 Sunday (March 24)
Best Buy .94 Smith & Wesson Brands .12 May 16 5.24 5.23 -0.01 5.36 Mosaic .21 NONE
Primary Credit 2,344 +366 -82,613 May 21 5.25 5.24 0.02 5.38 NL Industries .08
Dole .08 Thursday (March 21)
Secondary Credit 143 +93 +143 May 23 5.24 5.23 .... 5.37 Noble .40
Global Indemnity .35 First Guaranty Bancshares .16
Seasonal Credit
Float
1
-269
....
+101
-2
+144
Philip Morris Intl
Restaurant Brands Intl
1.30
.58
Hackett Group
ICF International
.11
.14
May 28
May 30
5.24
5.23
5.23
5.22
....
....
5.37
5.36
Old Republic Intl
Permian Resources
Permian Resources
.265
.05
.10
Week’s
Playtika Holding .10 June 04 5.23 5.22 0.02 5.37 RTX .59
Other F.R. Assets
Total Fed Credit #
35,624
7,505,810
+2,808
+4,513
+228
-941,182
Sempra
Synovus Financial
.62
.38
Fri. (March 22)-Sun. (March 24) June 06
June 11
5.24
5.23
5.23
5.22
....
....
5.37
5.37
Ryerson Holding
Solaris Oilfield A
.188
.12
Dividend
NONE
Gold stock
SDR Certif. Accounts
11,041
5,200
....
....
....
....
VICI Properties
Thursday (March 21)
.415
Monday (March 25)
June 13
June 18
5.24
5.23
5.23
5.22
0.04
0.01
5.37
5.37
Friday (March 22)
Acushnet Holdings .215
Payment
Treas. Curr. Outst. 52,756 +14 +639 Academy Sports .11 June 20 5.22 5.21 0.01 5.37 BlackRock 5.10
Flexsteel Industries .15 June 25 5.22 5.21 0.02 5.37 Bridge Investment .07 This list includes payouts on
Total 7,593,112 +4,721 -940,688 Banco de Chile ADR 1.692 common stocks.
SIGA Technologies .60 June 27 5.20 5.19 0.02 5.35 CNO Financial Group .15
Currency in circ 2,339,270 +3,795 +30,952 British Amer Tobacco ADR .743 Dana .10
July 02 5.21 5.20 0.01 5.35 NYSE American
Treas. Cash Hldgs
Treas. Fed Deposits
478
768,369
....
+636
+347
+535,503
Intl Flavors & Fragrances .40
Medtronic .69 Week’s Ex- July 05
July 09
5.18
5.21
5.17
5.20
0.02
....
5.34
5.35
Elevance Health
Essent Group
Fidelity Natl Info Svcs
1.63
.28
.36
Monday (March 18)
Pearson ADR .199 July 11 5.19 5.18 0.03 5.35 NONE
Foreign Fed Deposits
Other Fed Deposits
11,133
157,386
+590
+1,028
+1,384
-46,926
Portland Gen Electric
Turning Point Brands
.475
.07
Dividend July 16
July 18
5.21
5.18
5.20
5.17
....
0.04
5.36
5.35
Hudbay Minerals
Jacobs Solutions
Juniper Networks
.007
.29
.22 Tuesday (March 19)
L3Harris Technologies 1.16 CompX IntlA .30
Other FR liab/cap
Total factors
-105,840
3,968,479
-4,910
+6,263
-113,675
-1,313,839 Friday (March 22) Dates July 25
August 01
5.14
5.14
5.13
5.13
0.03
0.03
5.31
5.32
LCI Industries
Lithia Motors
1.05
.50 Wednesday (March 20)
Reserves F.R. banks 3,624,633 -1,543 +373,151 Altria Group .98 August 08 5.14 5.13 0.04 5.32 Mativ Holdings .10 B2Gold .04
This list includes payouts on August 15 5.12 5.11 0.04 5.31 Okeanis Eco Tankers .66
Fgn hold U.S. debt 3,347,729 +3,830 -14,446 World Kinect .17 common stocks. Chicago Rivet & Machine .10
August 22 5.12 5.11 0.04 5.31 Pioneer Natural Resources 1.25
Saturday (March 23) Aug 29 '24 5.11 5.10 0.03 5.30 Pioneer Natural Resources 1.31 Thursday (March 21)
NYSE American Reliance 1.10
Sep 05 '24 5.13 5.12 0.04 5.32 Sealed Air .20 NONE
Reserve Aggr (Mil. $) Latest Prev. Month % Year NONE Tues. (March 19)-Wed. (March 20) Sep 12 '24 5.13 5.12 .... 5.33
Month Ended Jan: Month Month Chg. Ago Steris .52 Friday (March 22)
Sunday (March 24) NONE Oct 03 '24 4.98 4.97 0.02 5.13 TransUnion .105
Oct 31 '24 4.92 4.91 0.04 5.09 Unilever ADR .458 Adams Resources .24
Total Reserves: 3,507,000 3,492,000 0.43 3,029,900 Thursday (March 21)
NONE Nov 29 '24 4.93 4.92 0.07 5.11 Saturday (March 23)
Nonborrowed Res 3,346,900 3,358,500 -0.35 3,014,200 Cohen & Co .25 Saturday (March 23)
Dec 26 '24 4.90 4.89 0.08 5.10 NONE
Borrowed Reserves 160,073 133,490 19.91 15,719 Monday (March 25) Espey Mfg & Elec .175 NONE
Jan 23 '25 4.82 4.81 0.09 5.04
Monetary Base 5,843,700 5,827,400 0.28 5,329,000 Cato Cl A .17 Fri.(March 22)-Mon. (March 25) Feb 20 '25 4.82 4.81 0.13 5.06 Sunday (March 24) Sunday (March 24)
Intl Game Technology .20 NONE NONE NONE
March 18, 2024 BARRON’S 53

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

Kanzhun VincerxPharma eXpWorld NeoVolta NEW HIGHS Garmin Progressive ZalatorisAcqn

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54 BARRON’S
O T H E R VO I C E S
It’s difficult to find evidence that the
Federal Reserve’s interest-rate policy
is very restrictive.
If the Fed’s estimates of the neutral
rate are wrong and neutral has crept
higher, then policy isn’t as restrictive
as the Fed thinks. Some members of
the Federal Reserve system, such as
Minneapolis Fed President Neel Kash-
kari, are starting to float this idea.
Research from the Bank for Interna-
tional Settlements finds indications
that neutral may have risen by as
much as 1.5%.
Why might the neutral rate have
risen so sharply? The answer lies in
the reversal of four major depressants
for neutral rates in the 2010s (so-
called secular stagnation), and in two
important changes to the structure of
borrowing.
First, after the global financial crisis,
overleveraged households that saw the
value of their homes plummet while
their loan values stayed stable spent
years paying down their debts, weigh-
ing on aggregate demand. That’s no
longer the case. Household debt fell
The Fed Is Facing a
from about 100% to 75% of gross do-
mestic product between 2010 and
2019, but has been stable since.
Similarly, trade liberalization
Changed World. The
played a significant role as companies
preferred to invest in productive ca-
pacity abroad rather than at home.
Reduced investment in the U.S., and a
Case Against Cuts.
“global savings glut” as profits from
China’s exports were recycled into
U.S. capital markets, combined to sup-
press neutral. But globalization has
not only stalled but begun to unwind.
W
Wars and the proliferation of sanc-
tions and tariffs incentivize firms to
ith the Fed- BY SANDER observed directly, only estimated by invest in supply-chain resilience over
eral Reserve GERBER AND complex, imprecise econometric mod- efficiency, which requires capital ex-
set to meet STEPHEN els. The Fed’s latest projections put penditures and boosts neutral.
shortly, it’s MIRAN longer-run neutral policy rates at Third, population growth has re-
past time to Gerber is chief 2.5%, just where they were pre-Covid, bounded under the Biden administra-
start asking executive officer and it believes current rates close to tion’s laxer border policies. Since the
just how and chief invest- 5.5% are quite restrictive. start of 2020, the native-born labor
restrictive current monetary policy is. ment officer of With inflation materially off its force has shrunk by 544,000 work-
Look no further than February’s con- Hudson Bay Capi- peaks from the summer of 2022, the ers, but the foreign-born labor force
sumer price index data. Core inflation tal. Miran is ad- Fed is contemplating when and how has grown by 4.3 million. Official data
ran 3.8% over the past year and at an junct fellow at the deeply to cut. understate this effect. Illegal immi-
annualized rate of 4.2% over the past Manhattan Insti- And yet, it’s difficult to find evidence grants are entering the nation at an
three months. tute and former that policy is very restrictive. Astonish- annualized rate of almost three mil-
The Fed sets policy with respect to senior advisor at ingly, the economy grew at a 4% annu- lion people, and they are less likely to
where it thinks “neutral” interest rates the U.S. Treasury, alized rate in the second half of last answer the government’s survey calls.
lie. Rates below neutral stimulate the 2020-21. year. The Atlanta Fed’s nowcast for the Finally, while software investment
economy, while rates above hold it first quarter, now at 2.5%, has ranged last decade was capital-light and sup-
back. Neutral can’t be measured or recently between 2.1% and 4.2%. pressed rates, the 2020s seem to be
March 18, 2024
more demanding on hardware for
national security purposes and new
AI technologies, to which Nvidia’s
booming stock price is a testament.
The capital-intensive nature of hard-
ware investment relative to software
means, all else being equal, higher
neutral rates.
There are new features that were
absent in the 2010s, as well. Critically,
households and corporations took
advantage of historically low interest
rates during the pandemic to lock in
longer-term borrowing at advanta-
geous levels. About two thirds of
mortgagors have loans struck below
4%, despite current borrowing rates
hovering around 7%. This has left
overall household interest payments
at less than 10% of disposable income,
slightly below where they were pre-
Covid. Since higher yields don’t affect
locked-in borrowers, the Fed must
make borrowing even dearer for mar-
ginal debtors to have the same effect
on the economy.
And in Washington, the unprece-
dented fiscal recklessness of running
nearly $2 trillion deficits during a
peacetime boom means monetary pol-
icy is already climbing uphill. Fiscal
policy boosts the economy and blocks
much of the Fed’s efforts at cooling
growth. Like the locked-in borrowers,
this supports neutral.
Increased requirements for capital
investments from the changing nature
of globalization, technology, and fiscal
policy can also lead to faster produc-
tivity growth. If sustained, productiv-
ity growth can boost neutral for a
much longer period of time.
If the Fed is wrong and these struc-
tural changes to the economy have
pushed neutral higher, then policy is
not nearly as restrictive as the Fed
believes. Indeed, the three-month an-
nualized rate of the Fed’s “supercore”
measure of inflation, which tracks
service prices less housing costs, ac-
celerated from 2.2% in December to
4.1% in January. With labor and hous-
Illustration by Alex Merto
ing markets still tight, the dry tinder
for further inflation remains.
Rate cuts would embed higher in-
flation expectations into long-term
economic outlooks, so rates will
remain high. B
March 18, 2024
RETIREMENT
Social Security Faces a
Biden-Trump Showdown
BY ELIZABETH O’BRIEN
A
fight over Social Security is
brewing between Joe Biden and
Donald Trump. Now that both
presidential candidates have
clinched their nominations, we’re likely to
hear more proposals to fix the program—
raising fresh questions about whether
future retirees can count on receiving their
full benefits.
In his proposed budget for fiscal year
2025, President Biden pledged to “protect
and strengthen” Social Security. He also
vowed to protect the program from the
“chopping block” in his State of the Union
speech. Biden didn’t reveal specific pro-
posals but in the past has supported tax
hikes on people earning over $400,000 to
help ensure the program’s solvency and
prevent benefit cuts.
Former President Trump, meanwhile,
raised the possibility of cutting entitle-
ments in a recent media interview. The
Trump campaign later said he would pro-
tect Social Security and Medicare, which
are both considered entitlement programs,
with workers paying payroll taxes that
partially fund them.
While both sides were short on specif-
ics, Social Security is in dire need of a fix
to restore its solvency. Barring congressio-
nal action, the Social Security trustees
project that the retirement trust fund will
run dry in 2033. The fund makes up the
difference between the amount promised
to beneficiaries and the amount collected
via payroll taxes. (Social Security is run on
a “pay go” basis, with current workers
paying for current retirees.) If the fund
runs out of money, payroll taxes would
cover only a projected 77% of scheduled
benefits. Put another way, beneficiaries
would face an immediate benefit cut of
23% if Congress fails to act.
Social Security isn’t going away. And
targeting benefits for current recipients
would be politically disastrous for any
politician—why Social Security is often
BARRON’S
called the “third rail” of U.S. politics.
What’s more, changes will most likely
exempt people who are close to retire-
ment. Lawmakers won’t want to pull the
rug out from under people who have been
counting on a certain level of benefits and
who have less time to change course in
response to congressional action.
Instead, many experts predict that law-
makers will find a solution through some
combination of tax increases and benefit
cuts for younger generations.
Experts that Barron’s consulted put the
dividing line for potential benefit cuts at
about 45 or 50 years of age: Anyone youn-
ger than that now faces a greater chance of
benefit reductions, while those on the
older side should receive their benefits as
currently scheduled. To check your pro-
jected future benefits, you can create a “my
Social Security account” profile on the
Social Security Administration website.
Absent specific proposals, it’s hard to
say what any cuts to Social Security might
look like. One proposal that has been
floated is raising the full retirement age, or
the age at which you can receive the full
benefits to which you’re entitled. It’s cur-
rently 67 for anyone born in 1960 or after.
Lifting the retirement age is like a
stealth benefit cut. Each one-year increase
in the full retirement age is equivalent to a
roughly 7% cut in monthly benefits for
retirees, according to the Center on Budget
and Policy Priorities. As such, it’s possible
that younger workers will have to work
longer to receive the full benefits they’re
promised.
One thing that people shouldn’t do:
claim benefits earlier because they worry
that Social Security is going away. The
longer you wait to claim until age 70, the
more you receive in benefits. Even in the
worst-case scenario, a 20% cut to a higher
benefit leaves more in your pocket than
the same percentage cut to a lower benefit,
says Martha Shedden, president and co-
founder of the National Association of
Registered Social Security Analysts. B
MAILBAG
The Threat of Index-
Tracking Strategies
To the Editor:
You say that this bull has longer to run
(“Will the Stock Market Keep Going Up?
What to Know as the S&P 500 Hits New
Highs,” Cover Story, March 8), but it
would be wise to heed the worries of J.P.
Morgan’s David Kelly about the effect
on price setting of passive investments’
assets-under-management growth. For
every $1 going into an S&P 500 index
tracking strategy, 24 cents automatically
go to the top five stocks, only two cents
less than the peak concentration in late
2021. BofA Securities’ Savita Subramanian
is correct that the context of price/earnings
ratios today matters, but so does the virtu-
ous cycle of prices from nonfundamental
investing strategies.
Dave Johnson
Brooklyn, N.Y.
Investing in Gold
To the Editor:
Everything that Randall W. Forsyth said
about gold investing has come true for me
personally (“Gold Has Broken Through.
Why the Miners Could Be Next,” Up &
Down Wall Street, March 8). Since 2019,
when I first invested in gold, my Abrdn
Physical Gold Shares exchange-traded
fund is up, while my individual gold-
mining stocks and ETFs are all down,
with the exception of Agnico Eagle Mines.
What makes gold investment maddening
is that today’s high inflation number
should have been bullish for gold, and yet
the entire sector is down substantially.
Mike Meehan
Bradenton, Fla.
GAAP Accounting
To the Editor:
As a retired certified public accountant,
I have long found it amusing that compa-
nies and stock market commentators often
55
disparage generally accepted accounting
principles, or GAAP, accounting (“Beware
the Market’s Priciest Stocks,” March 8).
The Financial Accounting Standards
Board comprises many highly intelligent
people who have dedicated their profes-
sional lives to determining when an asset
has been consumed, destroyed, expired,
or diminished in value. They have nothing
to gain in making their determinations.
Many company executives and sell-side
stock market participants do indeed have
a financial interest in promoting “non-
GAAP” accounting. Investors should be
wary of their motives.
Joe Keyes
On Barrons.com
Bitcoin Mania
To the Editor:
As one of the many who have been unable
to make sense of the Bitcoin phenomenon,
I turned with interest to Jack Hough’s
Streetwise column (“What Is Bitcoin Re-
ally Worth? 5 Ways to Value the Crypto-
currency,” March 8). My biggest takeaway
is that none of the methods is based on a
specific explanation of the financial utility
of cryptocurrency in general and Bitcoin
specifically. However, this doesn’t seem to
have slowed down the demand as much as
would be expected. Excessive demand is
how all financial manias begin.
Andy Dolan
Palm Desert, Calif.
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 M W L C 10 11 12 H G R P 4 8 3 F 2 D 6 7 9 0 A I
56 BARRON’S March 18, 2024