Market Analysis & Tactical Outlook: Mid-August 2026
1. Market Trend Analysis
Multi-Week Trend & Exchange Distribution Shifts
The market is navigating a pivotal transition characterized by high-level index consolidation and sharp internal factor rebalancing.
Over the past four weeks, market participation has shifted from high-multiple, mega-cap tech dominance toward broader market breadth, value, and cyclical sub-sectors.
Exchange Split: Equity listings remain evenly split across exchanges, with 48.4% Nasdaq and 51.6% NYSE/Amex
. Median Market Cap Trend: The median market cap currently stands at $10,806M ($10.8B)
. Comparing this to prior weeks shows a rising median market cap trend across equal-weighted components, pointing toward an expanding risk-on environment for the broader 493 stocks in the S&P 500, even as market-cap-weighted indices move sideways. Sector Concentration: Institutional capital remains heavily concentrated in Financials (35%)
, Information Technology (19%) , Health Care (13%) , and Energy (11%) . Industrials and Communication Services represent 6% each . Industry Leadership: Concentration within these sectors favors Banks (19%)
, Oil, Gas & Consumable Energy (10%) , Capital Markets (8%) , and Software (8%) .
SECTOR BREADTH & CAPITAL CONCENTRATION
--------------------------------------------------
Financials [███████████████] 35%
Information Tech [████████] 19%
Health Care [█████] 13%
Energy [████] 11%
Industrials [██] 6%
Communication Svcs [██] 6%
Consumer Discretionary [██] 5%
--------------------------------------------------
Oscillator Interpretation & Momentum Direction
While the base benchmark (SPY) holds a steady, low-positive oscillator score of +4
Strengthening Momentum (Rising Oscillators): Non-tech and sub-sector industry ETFs are surging
. Pharmaceuticals (XPH: Osc +21) , Biotech (XBI: Osc +20) , Health Care Services (XHS: Osc +17) , Small-Caps (IJR: Osc +11) , Energy (XLE: Osc +11) , and Banking (KBE: Osc +10) demonstrate powerful momentum acceleration . Selective Tech Rebound: Specialized cybersecurity and semiconductor components display elevated single-stock momentum, led by Palo Alto Networks (PANW: Osc +44)
, Fortinet (FTNT: Osc +34) , and Advanced Micro Devices (AMD: Osc +32) . Weakening Momentum (Falling Oscillators): High-beta mega-caps are experiencing multi-week momentum decay, pulling the tech-heavy Nasdaq-100 (QQQ) down to a negative oscillator reading of -12
.
Gross Profitability Asset (GPA) Insights
Fundamental asset quality among market leaders remains elevated, verifying that current capital flows are anchoring into strong corporate balance sheets rather than low-quality speculative names
Financial stalwarts exhibit high GPA profiles: Bank of Montreal (BMO: 3.96 GPA)
, Bank of America (BAC: 3.92 GPA) , JPMorgan Chase (JPM: 3.80 GPA) , and Victory Capital (VCTR: 3.96 GPA) . Elite operational quality is also maintained in tech and healthcare anchors: Arista Networks (ANET: 3.96 GPA)
and Eli Lilly (LLY: 3.92 GPA) .
The high, stable GPA trend across these sector pillars confirms that leadership quality is expanding into strong fundamental businesses, preventing systemic market pullbacks
Mega-Cap Leadership Check (Critical Signal)
Evaluating the primary market movers reveals a clear transition from positive to negative momentum across key mega-caps
MEGA-CAP MOMENTUM OSCILLATOR BREAKDOWN
--------------------------------------------------
Tesla (TSLA) [░░░░░░░░░░] Osc: -23 (Exhaustion)
Meta (META) [░░░░░░░░░░] Osc: -22 (Exhaustion)
Broadcom (AVGO) [░░░░░░░░░░] Osc: -13 (Correction)
Nvidia (NVDA) [░░░░░░░░░░] Osc: -7 (Pullback)
Alphabet (GOOGL) [░░░░░░░░░░] Osc: -6 (Pullback)
--------------------------------------------------
Microsoft (MSFT) [██████████] Osc: +2 (Consolidating)
Amazon (AMZN) [██████████] Osc: +3 (Consolidating)
Apple (AAPL) [██████████] Osc: +5 (Consolidating)
--------------------------------------------------
Interpretation: Majority Negative Oscillator / Leadership Breakdown
. The top mega-caps are currently not leading the market . Insight Integration: The non-participation of mega-caps highlights a rotational, equal-weight driven market. While this momentum exhaustion caps immediate upside momentum for market-cap-weighted indices like QQQ and SPY, it is not causing a systemic market selloff. Instead, capital is rotating internally into mid-caps, banks, energy, and healthcare
. This indicates a healthy market broadening that establishes a higher market floor while mega-caps undergo necessary price and time digestion.
Advanced Market Insights
Market Phase: Mid-Trend Rotation (The structural bull market remains intact, supported by broadening internals rather than single-sector tech concentration).
Risk Level: Medium (Broadening participation reduces systemic downside, but mega-cap fatigue creates near-term benchmark cap volatility).
Market Regime Matrix
┌───────────────────────┬───────────────────────┐
│ Market Phase │ Mid-Trend Rotation │
├───────────────────────┼───────────────────────┤
│ Risk Appetite │ Moderate / Selective │
├───────────────────────┼───────────────────────┤
│ Market Breadth │ Expanding / Broad │
├───────────────────────┼───────────────────────┤
│ Mega-Cap Participation│ Weakening / Digesting │
├───────────────────────┼───────────────────────┤
│ Style Preference │ Value & Small/Mid Cap │
└───────────────────────┴───────────────────────┘
2. Economic Outlook
The market data points toward a mid-to-late cycle economic expansion characterized by persistent real-economy growth alongside heightened demand for defensive cash flow. Heavy capital concentration in Financials (35%) and Energy (11%)
3. Investment Ideas
Capital allocation should actively pivot away from top-heavy growth indices (QQQ) in favor of equal-weighted benchmarks (RSP), Small/Mid-Cap Value, Financials, and Healthcare. With mega-cap tech digesting prior gains, portfolios should favor Large/Mid-Cap Value over Mega-Cap Growth to capture broadening breadth. Investors should increase allocations to Small-Caps (IJR)KBE, XLF)XPH, XBI)
4. ETF Analysis
Broad Market & Equal-Weight Value:
IJR(Small-Cap Core), MDY(Mid-Cap), RSP(S&P 500 Equal Weight),VTV(Large-Cap Value), COWZ(Pacer US Cash Cows 100)Financials & Banking:
XLF(Financial Select), KBE(S&P Bank), KIE(S&P Insurance), VFH(Vanguard Financials)Healthcare & Biotech:
XPH(Pharmaceuticals), XBI(Biotech), XHS(Health Care Services), VHT(Vanguard Health Care)Energy & Commodities:
XLE(Energy Select), VDE(Vanguard Energy), DBC(Invesco Commodity)Targeted Tech & Semiconductors:
SMH(VanEck Semiconductor), IGV(Expanded Tech-Software)
5. Top 7 ETFs to Research In Now
XPH— SPDR S&P Pharmaceuticals ETFTheme: Healthcare / Defensive Value
Reasoning: Leads sector momentum with an impressive +21 oscillator score
, capturing institutional capital rotating into defensive healthcare growth .
XBI— SPDR S&P Biotech ETFTheme: Healthcare / High-Beta Rebound
Reasoning: Accelerating +20 oscillator reading
signals an aggressive, mid-cycle expansion into under-owned biopharma equities .
XHS— SPDR S&P Health Care Services ETFTheme: Healthcare / Cash Flow Stability
Reasoning: Backed by a +17 oscillator
, reflecting strong institutional accumulation in cash-flow-stable healthcare providers .
IJR— iShares Core S&P Small-Cap ETFTheme: Broad Market / Small-Cap Value
Reasoning: Surging +11 oscillator
confirms a critical breadth shift into small-cap domestic cyclicals .
XLE— Energy Select Sector SPDR FundTheme: Energy / Inflation Hedge
Reasoning: Supported by an 11% industry weight
and a +11 oscillator score , providing inflation protection and strong shareholder yields.
KBE— SPDR S&P Bank ETFTheme: Financials / Regional & Money-Center Banking
Reasoning: Anchored by 19% banking concentration
and a +10 momentum oscillator , placing it at the center of financial expansion .
COWZ— Pacer US Cash Cows 100 ETFTheme: Multi-Sector / Free Cash Flow Yield
Reasoning: Positive +8 oscillator
aligns with market demand for high free-cash-flow yields over expensive growth multiples . -----------------------------------------------------------------------------------------------------------
SMH (Semiconductors): Reflects short-term volatility and selective growth re-pricing. With mega-caps like Nvidia (NVDA: Osc -7)
and Broadcom (AVGO: Osc -13) under momentum pressure, SMH shows consolidation as investors reduce exposure to high-multiple tech. However, idiosyncratic strength in selected components like AMD (Osc +32) suggests SMH is forming a technical base rather than breaking down. This indicates a shift from broad sector buying to selective, single-stock positioning.QQQ (Invesco QQQ Trust): Holds a Cautious / Underperform stance short-term. With mega-caps like Tesla (-23), Meta (-22), Broadcom (-13), Nvidia (-7), and Alphabet (-6) experiencing momentum contraction
, QQQ faces significant multi-week drag. Until mega-cap technology completes its base-building process, QQQ is likely to undergo price consolidation or underperform equal-weighted and value-focused benchmarks.SPY (SPDR S&P 500 ETF Trust): Holds a Cautiously Bullish / Neutral-Positive stance. Because SPY is broader and captures non-tech sectors, its heavier weightings in Financials (35%)
, Health Care (13%) , and Energy (11%) allow it to absorb mega-cap weakness. It is benefiting from strong equal-weight performance and expanding market breadth, enabling it to grind higher or consolidate constructively near key resistance levels.
Stats for 2026-08-14 (2nd week of the Month)
List creation date: 2026-08-14
Median MarketCap: 10806
48.4% stocks on Nasdaq; 51.6% stocks on NYSE/Amex
| Sector | |
|---|---|
| Financials | 35% |
| Information Technology | 19% |
| Health Care | 13% |
| Energy | 11% |
| Industrials | 6% |
| Communication Services | 6% |
| Consumer Discretionary | 5% |
| Consumer Staples | 2% |
| Real Estate | 2% |
| Industry | |
|---|---|
| Banks | 19% |
| Oil, Gas & Consumable | 10% |
| Capital Markets | 8% |
| Software | 8% |
| Biotechnology | 6% |
| Aerospace & Defense | 5% |
| Financial Services | 5% |
| Entertainment | 5% |
| Consumer Finance | 3% |
| Communications Equipm | 3% |
| Technology Hardware, | 3% |
| Pharmaceuticals | 3% |
| Hotels, Restaurants & | 3% |
| Broadline Retail | 2% |
| Consumer Staples Dist | 2% |
| Health Care Equipment | 2% |
| Life Sciences Tools & | 2% |
| Commercial Services & | 2% |
| Electronic Equipment, | 2% |
| Semiconductors & Semi | 2% |
| Media | 2% |
| IT Services | 2% |
| Real Estate Managemen | 2% |
| Energy Equipment & Se | 2% |
| Country | |
|---|---|
| United States | 89% |
| Canada | 6% |
| Greece | 2% |
| Spain | 2% |
| United Kingdom | 2% |
| GPA | Sym | (0gpaamp5) Industry | Sector | MktCap | Country | Name |
|---|---|---|---|---|---|---|
| 3.96 | BMO | Banks | Financials | 128933 | Canada | Bank of Montreal |
| 3.92 | BAC | Banks | Financials | 448165 | US | Bank of America |
| 3.92 | CM | Banks | Financials | 111617 | Canada | Canadian Imperial Bank of Comm |
| 3.92 | AUB | Banks | Financials | 6093 | US | Atlantic Union Bankshares |
| 3.88 | UMBF | Banks | Financials | 11459 | US | UMB Financial |
| 3.88 | BY | Banks | Financials | 1774 | US | Byline Bancorp, |
| 3.84 | RY | Banks | Financials | 298520 | Canada | Royal Bank of Canada |
| 3.84 | BBVA | Banks | Financials | 158949 | Spain | Banco Bilbao Vizcaya Argentari |
| 3.84 | KRNY | Banks | Financials | 604 | US | Kearny Financial. |
| 3.80 | JPM | Banks | Financials | 965214 | US | JPMorgan Chase & |
| 3.80 | PNC | Banks | Financials | 101810 | US | The PNC Financial Services Gro |
| 3.80 | NBTB | Banks | Financials | 2784 | US | NBT Bancorp |
| 3.96 | VCTR | Capital Markets | Financials | 7269 | US | Victory Capital Holdings, |
| 3.96 | AAMI | Capital Markets | Financials | 3306 | US | Acadian Asset Management |
| 3.92 | STT | Capital Markets | Financials | 52152 | US | State Street |
| 3.92 | NTRS | Capital Markets | Financials | 34849 | US | Northern Trust |
| 3.84 | WT | Capital Markets | Financials | 3352 | US | WisdomTree, |
| 3.96 | RELY | Financial Services | Financials | 5423 | US | Remitly Global, |
| 3.96 | PAYS | Financial Services | Financials | 735 | US | Paysign, |
| 3.92 | PAY | Financial Services | Financials | 5313 | US | Paymentus Holdings, |
| 3.96 | ENVA | Consumer Finance | Financials | 6521 | US | Enova International, |
| 3.84 | ECPG | Consumer Finance | Financials | 2148 | US | Encore Capital Group, |
| 3.96 | FTNT | Software | Information Technology | 121386 | US | Fortinet, |
| 3.92 | CRWD | Software | Information Technology | 229648 | US | CrowdStrike Holdings, |
| 3.88 | PANW | Software | Information Technology | 322740 | US | Palo Alto Networks, |
| 3.84 | QLYS | Software | Information Technology | 6777 | US | Qualys, |
| 3.80 | ZETA | Software | Information Technology | 7435 | US | Zeta Global Holdings. |
| 3.96 | ANET | Communications Equipm | Information Technology | 256811 | US | Arista Networks, |
| 3.96 | DGII | Communications Equipm | Information Technology | 3231 | US | Digi International |
| 3.92 | DELL | Technology Hardware, | Information Technology | 319524 | US | Dell Technologies |
| 3.92 | NTAP | Technology Hardware, | Information Technology | 40226 | US | NetApp, |
| 3.96 | TWLO | IT Services | Information Technology | 38305 | US | Twilio |
| 3.96 | ZBRA | Electronic Equipment, | Information Technology | 17961 | US | Zebra Technologies |
| 3.92 | NVDA | Semiconductors & Semi | Information Technology | 5456884 | US | NVIDIA |
| 3.96 | HALO | Biotechnology | Health Care | 11426 | US | Halozyme Therapeutics, |
| 3.96 | CDNA | Biotechnology | Health Care | 2451 | US | CareDx, |
| 3.92 | PTGX | Biotechnology | Health Care | 9798 | US | Protagonist Therapeutics, |
| 3.84 | KNSA | Biotechnology | Health Care | 6073 | United Kingdom | Kiniksa Pharmaceuticals Intern |
| 3.96 | ETON | Pharmaceuticals | Health Care | 1166 | US | Eton Pharmaceuticals, |
| 3.92 | LLY | Pharmaceuticals | Health Care | 1077651 | US | Eli Lilly and Company |
| 3.88 | DXCM | Health Care Equipment | Health Care | 34521 | US | DexCom, |
| 3.92 | BLFS | Life Sciences Tools & | Health Care | 1723 | US | BioLife Solutions, |
| 3.96 | SUN | Oil, Gas & Consumable | Energy | 10187 | US | Sunoco LP |
| 3.96 | PBF | Oil, Gas & Consumable | Energy | 8814 | US | PBF Energy |
| 3.96 | PARR | Oil, Gas & Consumable | Energy | 4115 | US | Par Pacific Holdings, |
| 3.88 | DINO | Oil, Gas & Consumable | Energy | 16333 | US | HF Sinclair |
| 3.88 | ECO | Oil, Gas & Consumable | Energy | 2333 | Greece | Okeanis Eco Tankers. |
| 3.84 | MPC | Oil, Gas & Consumable | Energy | 100078 | US | Marathon Petroleum |
| 3.96 | NESR | Energy Equipment & Se | Energy | 3621 | US | National Energy Services Reuni |
| 3.88 | HWM | Aerospace & Defense | Industrials | 112789 | US | Howmet Aerospace |
| 3.88 | ATI | Aerospace & Defense | Industrials | 30941 | US | ATI |
| 3.84 | HEI | Aerospace & Defense | Industrials | 43549 | US | HEICO |
| 3.84 | CXW | Commercial Services & | Industrials | 3125 | US | CoreCivic, |
| 3.96 | ROKU | Entertainment | Communication Services | 22868 | US | Roku, |
| 3.92 | IMAX | Entertainment | Communication Services | 2921 | Canada | IMAX |
| 3.88 | CNK | Entertainment | Communication Services | 4320 | US | Cinemark Holdings, |
| 3.80 | MGNI | Media | Communication Services | 3525 | US | Magnite, |
| 3.96 | ABNB | Hotels, Restaurants & | Consumer Discretionary | 109150 | US | Airbnb, |
| 3.92 | EXPE | Hotels, Restaurants & | Consumer Discretionary | 39404 | US | Expedia Group, |
| 3.84 | AMZN | Broadline Retail | Consumer Discretionary | 2859775 | US | Amazon.com, |
| 3.88 | CHEF | Consumer Staples Dist | Consumer Staples | 4571 | US | The Chefs' Warehouse, |
| 3.88 | COMP | Real Estate Managemen | Real Estate | 10113 | US | Compass, |
0GPA38TB (* means Wkly fast and slow Fract individually, stronger then SPY).
| % Alloc | Sym | Name_currentList | Sym | Action | Sector | sharesHld | DlrHld | allocHld | Price |
|---|---|---|---|---|---|---|---|---|---|
| 5% | AMAT | APPLIED MATERIALS INC | AMAT | Information Technology | 1 | $507.2 | 4.2% | $507.18 | |
| 5% | AMD | ADVANCED MICRO DEVICES | AMD | Information Technology | 1 | $514.4 | 4.3% | $514.39 | |
| 7% | ANET | Arista Networks Inc | ANET | Information Technology | 4 | $795.3 | 6.6% | $198.82 | |
| 6% | APH | AMPHENOL CORP CL A | APH | Information Technology | 4 | $668.4 | 5.5% | $167.11 | |
| 4% | ARM | ArvinMeritor, Inc. | ARM | Information Technology | 2 | $558.9 | 4.6% | $279.44 | |
| 5% | ASML | A S M L Holding N.V. NY | ASML | Information Technology | 0 | $0.0 | 0.0% | $1844.08 | |
| 6% | BMO | BANK OF MONTREAL QUEBEC | BMO | Financials | 4 | $743.2 | 6.2% | $185.81 | |
| 5% | GOOG | Alphabet Inc Cl C | GOOG | Communication Services | 2 | $687.1 | 5.7% | $343.54 | |
| 5% | GOOGL | Alphabet Inc Cl A | GOOGL | Communication Services | 2 | $691.8 | 5.7% | $345.9 | |
| 4% | *KLAC | K L A TENCOR CORP | KLAC | Information Technology | 2 | $407.4 | 3.4% | $203.72 | |
| 5% | LRCX | LAM RESEARCH CORP | LRCX | Information Technology | 2 | $664.7 | 5.5% | $332.36 | |
| 5% | MS | MORGAN STANLEY | MS | Financials | 3 | $652.1 | 5.4% | $217.36 | |
| 5% | MU | MICRON TECHNOLOGY INC | MU | Information Technology | 1 | $971.7 | 8.1% | $971.66 | |
| 5% | SCCO | SOUTHERN COPPER CORP | SCCO | Materials | 3 | $553.8 | 4.6% | $184.61 | |
| 6% | STX | SEAGATE TECHNOLOGY | STX | Information Technology | 1 | $973.4 | 8.1% | $973.44 | |
| 5% | TSM | TAIWAN SEMICONDUCTOR ADR | TSM | Information Technology | 1 | $426.4 | 3.5% | $426.35 | |
| 5% | WDC | WESTERN DIGITAL CORP | WDC | Information Technology | 1 | $508.8 | 4.2% | $508.8 | |
| 0% | ADI | ANALOG DEVICES | ADI | added | Information Technology | 0 | $0.0 | 0.0% | $389.39 |
| 0% | RY | ROYAL BANK OF CANADA | RY | added | Financials | 0 | $0.0 | 0.0% | $216.56 |
| 0% | *GS | GOLDMAN SACHS GROUP INC | GS | added | Financials | 0 | $0.0 | 0.0% | $1039.42 |
| 0% | *HWM | Howmet Aerospace Inc | HWM | added | Industrials | 0 | $0.0 | 0.0% | $289.18 |
| 0% | DELL | Dell Technologies Inc | DELL | added | Information Technology | 0 | $0.0 | 0.0% | $490.81 |
| 0% | GLW | CORNING INC | GLW | added | Information Technology | 0 | $0.0 | 0.0% | $165.99 |
| 6% | LLY | LILLY ELI & CO | removed | Health Care | 1 | $1,180.2 | 9.8% | $1180.16 | |
| 5% | CSCO | CISCO SYSTEMS INC | removed | Information Technology | 5 | $558.4 | 4.6% | $111.68 |
| Style</> | % Alloc | Shares | Symbol | Name | Date | |
|---|---|---|---|---|---|---|
| growth | 5.25 | 3 | UPRO | SP500 | 2026-08-14 | |
| growth | 5.00 | 3 | VFH | Financials* | Mid and Early Cycle | 2026-08-14 |
| growth | 4.50 | 0 | SMH | Semiconductors+ | Early to Mid Cycle | 2026-08-14 |
| growth | 4.50 | 1 | VHT | Health* | Late Cycle to Recession | 2026-08-14 |
| growth | 4.50 | 2 | XLK | Technology Select Sector+ | Early to Mid Cycle | 2026-08-14 |
| growth | 4.50 | 2 | XLV | Health Care Select* | Late Cycle to Recession | 2026-08-14 |
| growth | 5.00 | 7 | KIE | Insurance* | 2026-08-14 | |
| cyclical | 5.00 | 16 | DBC | Commodity* | Late Cycle and Inflation | 2026-08-14 |
| cyclical | 5.00 | 8 | XLF | Financial Select* | Mid and Early Cycle | 2026-08-14 |
| cyclical | 5.25 | 2 | XSW | Software & Services | 2026-08-14 | |
| cyclical | 5.25 | 7 | XPH | Pharmaceuticals | Late Cycle to Recession | 2026-08-14 |
| cyclical | 5.25 | 3 | XHS | Health Care Services | Late Cycle to Recession | 2026-08-14 |
| cyclical | 5.25 | 3 | XBI | Biotech | Early to Mid Cycle | 2026-08-14 |
| cyclical | 5.25 | 7 | KBE | Bank | 2026-08-14 | |
| cyclical | 5.25 | 5 | XHE | Health Care Equipment* | Late Cycle to Recession | 2026-08-14 |
| cyclical | 5.25 | 6 | TQQQ | Growth+ | 2026-08-14 | |
| cyclical | 5.25 | 7 | COWZ | Pacer US Cash Cows 100 ETF* | 2026-08-14 | |
| cyclical | 5.25 | 8 | XLE | Energy Select Sector * | Late Cycle and Inflation | 2026-08-14 |
| cyclical | 5.00 | 2 | VDE | Energy* | Late Cycle and Inflation | 2026-08-14 |
| Style</> | % Alloc | Shares | Symbol | Name | Date | |
|---|---|---|---|---|---|---|
| growth | 5.25 | 2 | VOE | Mid Cap Value* | 2026-08-14 | |
| growth | 5.25 | 15 | SCHD | US Dividend Equity* | 2026-08-14 | |
| growth | 5.25 | 8 | KIE | Insurance* | 2026-08-14 | |
| growth | 5.25 | 3 | VFH | Financials* | Mid and Early Cycle | 2026-08-14 |
| cyclical | 5.25 | 7 | XPH | Pharmaceuticals | Late Cycle to Recession | 2026-08-14 |
| cyclical | 5.25 | 9 | XLF | Financial Select* | Mid and Early Cycle | 2026-08-14 |
| cyclical | 5.25 | 5 | XHE | Health Care Equipment* | Late Cycle to Recession | 2026-08-14 |
| cyclical | 5.25 | 3 | XHS | Health Care Services | Late Cycle to Recession | 2026-08-14 |
| cyclical | 5.25 | 7 | KBE | Bank | 2026-08-14 | |
| cyclical | 5.25 | 7 | COWZ | Pacer US Cash Cows 100 ETF* | 2026-08-14 | |
| # | %Alloc | Share | Sym | Name | Industry | Date | GPA | Ver |
|---|
| Symbol | Bound | Osc | Max Fract | Percent tile | Draw Down | Draw Down 7yr | cagr 7Yr | Name | cagr By dd | score |
|---|---|---|---|---|---|---|---|---|---|---|
| FFIV | 0.60 | 13 | 1.0 | 83 | -43 | -42 | 17.86 | F5 Inc. | 42 | 7.8 |
| AME | 0.65 | 8 | 1.0 | 70 | -34 | -21 | 17.31 | AMETEK Inc. | 82 | 5.2 |
| WAB | 0.48 | 9 | 1.0 | 88 | -44 | -24 | 24.57 | Westinghouse Air Brake Technol | 102 | 4.3 |
| SPY | 1.00 | 4 | 1.0 | 96 | -33 | -19 | 15.45 | SNP500 | 81 | 4.0 |
| JPM* | 0.67 | 5 | 1.1 | 94 | -34 | -34 | 19.41 | JPMorgan Chase & Co. | 57 | 3.4 |
| TRGP | 0.59 | 3 | 1.1 | 89 | -85 | -61 | 35.12 | Targa Resources Corp. | 57 | 1.8 |
| PH | 0.50 | 3 | 1.0 | 95 | -44 | -24 | 31.07 | Parker-Hannifin Corporation | 129 | 1.5 |
| CAH | 0.73 | 2 | 1.0 | 96 | -48 | -21 | 27.72 | Cardinal Health Inc. | 132 | 1.5 |
| LLY* | 0.54 | 2 | 1.2 | 75 | -35 | -21 | 40.30 | Eli Lilly and Company | 191 | 1.1 |
| IBKR | 0.53 | 1 | 1.0 | 96 | -58 | -29 | 34.84 | Interactive Brokers Group Inc | 120 | 0.5 |
| GS | 0.51 | 1 | 1.2 | 99 | -49 | -29 | 26.95 | The Goldman Sachs Group Inc. | 92 | 0.5 |
| FTNT | 0.43 | 34 | 0.9 | 54 | -36 | -32 | 38.78 | Fortinet Inc. | 121 | 14.6 |
| PANW | 0.26 | 44 | 0.8 | 72 | -36 | -27 | 40.20 | Palo Alto Networks Inc. | 148 | 11.4 |
| AMD* | 0.30 | 32 | 0.9 | 87 | -77 | -55 | 49.90 | Advanced Micro Devices Inc. | 90 | 9.6 |
| RTX | 0.62 | 9 | 0.9 | 51 | -21 | -22 | 17.18 | RTX Corporation | 78 | 5.6 |
| GWW | 0.67 | 4 | 0.8 | 66 | -28 | -21 | 25.86 | W.W. Grainger Inc. | 123 | 2.7 |
| CASY | 0.37 | 6 | 1.9 | 99 | -21 | -17 | 26.40 | Casey's General Stores Inc. | 155 | 2.2 |
| MU* | 0.16 | 12 | 1.0 | 99 | -61 | -44 | 56.62 | Micron Technology Inc. | 128 | 1.9 |
| ANET | 0.18 | 10 | 0.9 | 80 | -37 | -30 | 46.52 | Arista Networks Inc. | 155 | 1.8 |
| V* | 0.84 | 2 | 1.0 | 33 | -27 | -21 | 11.17 | Visa Inc. | 53 | 1.7 |
| AAPL* | 0.30 | 5 | 1.1 | 43 | -36 | -23 | 29.28 | Apple Inc. | 127 | 1.5 |
| FLEX | 0.15 | 7 | 0.8 | 99 | -59 | -27 | 43.83 | Flex Ltd. | 162 | 1.1 |
| AMZN* | 0.30 | 3 | 0.7 | 29 | -39 | -47 | 16.88 | Amazon.com Inc. | 35 | 0.9 |
| MSFT* | 0.37 | 2 | 1.2 | 32 | -30 | -29 | 20.54 | Microsoft Corporation | 70 | 0.7 |
| JBL | 0.20 | 3 | 1.0 | 99 | -47 | -30 | 44.62 | Jabil Inc. | 148 | 0.6 |
| KLAC | 0.12 | 0 | 1.3 | 98 | -37 | -28 | 47.98 | KLA Corporation | 171 | 0.0 |
| APH | 0.30 | -1 | 1.1 | 97 | -34 | -23 | 34.20 | Amphenol Corporation | 148 | -0.3 |
| CAT | 0.34 | -1 | 0.9 | 98 | -46 | -26 | 33.19 | Caterpillar Inc. | 127 | -0.3 |
| PWR | 0.21 | -2 | 1.1 | 98 | -47 | -22 | 54.65 | Quanta Services Inc. | 248 | -0.4 |
| HWM | 0.36 | -4 | 1.7 | 79 | -15 | -15 | 62.35 | Howmet Aerospace Inc. | 415 | -1.4 |
| HUBB | 0.47 | -3 | 0.9 | 67 | -23 | -20 | 22.58 | Hubbell Incorporated | 112 | -1.4 |
| GEV | 0.30 | -7 | 1.2 | 82 | -25 | -25 | 135.25 | GE Vernova Inc. | 541 | -2.1 |
| EME | 0.22 | -10 | 1.1 | 88 | -36 | -30 | 39.49 | EMCOR Group Inc. | 131 | -2.2 |
| NVDA* | 0.35 | -7 | 1.0 | 60 | -58 | -52 | 79.49 | NVIDIA Corporation | 152 | -2.5 |
| GOOGL* | 0.43 | -6 | 1.0 | 97 | -30 | -34 | 28.99 | Alphabet Inc. | 85 | -2.6 |
| GOOG* | 0.43 | -6 | 1.0 | 98 | -34 | -34 | 28.87 | Alphabet Inc. | 84 | -2.6 |
| FIX | 0.24 | -16 | 1.4 | 97 | -37 | -31 | 73.33 | Comfort Systems USA Inc. | 236 | -3.8 |
| TJX | 0.54 | -7 | 1.2 | 72 | -22 | -21 | 16.76 | The TJX Companies Inc. | 79 | -3.8 |
| TSLA* | 0.17 | -23 | 0.5 | 46 | -53 | -58 | 56.87 | Tesla Inc. | 98 | -3.9 |
| AVGO* | 0.31 | -13 | 1.2 | 87 | -23 | -26 | 46.48 | Broadcom Inc. | 178 | -4.0 |
| META* | 0.31 | -22 | 0.8 | 12 | -30 | -30 | 104.86 | Meta Platforms Inc. | 349 | -6.8 |
| COST | 0.77 | -9 | 1.2 | 36 | -26 | -20 | 20.00 | Costco Wholesale Corporation | 100 | -6.9 |
| ORLY | 0.59 | -12 | 1.0 | 19 | -21 | -18 | 20.54 | O'Reilly Automotive Inc. | 114 | -7.1 |
| WMT* | 0.63 | -12 | 1.1 | 90 | -24 | -17 | 18.37 | Walmart Inc. | 108 | -7.6 |
| EXE | 0.50 | -35 | 0.3 | 65 | -60 | -28 | 42.93 | Expand Energy Corporation | 153 | -17.5 |