Stats for 2023-09-29 (5th week of the Month)
List creation date: 2023-09-29
Median MarketCap: 4064
69.2% stocks on Nasdaq; 23.1% stocks on NYSE/Amex
| Sector | |
| Technology | 30% |
| Unclassified | 27% |
| Energy | 12% |
| Consumer Cyclicals | 12% |
| Financials | 9% |
| Healthcare | 6% |
| Utilities | 3% |
| Industry | |
| Unclassified | 27% |
| IT Services & Consu | 12% |
| Oil & Gas - Related | 12% |
| Software | 9% |
| Online Services | 9% |
| Utilities - Electri | 3% |
| Hotels, Motels & Cr | 3% |
| Leisure & Recreatio | 3% |
| Retailers - Discoun | 3% |
| Retailers - Apparel | 3% |
| Investment Banking | 3% |
| Investment Manageme | 3% |
| Insurance - Propert | 3% |
| Advanced Medical Eq | 3% |
| Pharmaceuticals | 3% |
| Country | |
| United States | 85% |
| China | 6% |
| India | 3% |
| Ireland | 3% |
| Bermuda | 3% |
| GPA | Sym | (0gpaamp5) Industry | Sector | MktCap | Country | Name |
| 3.88 | MANH | IT Services & Consu | Technology | 12030 | US | Manhattan Associates |
| 3.88 | CD | IT Services & Consu | Technology | 3061 | China | Chindata Group Holdings Ltd |
| 3.84 | QLYS | IT Services & Consu | Technology | 5629 | US | Qualys |
| 3.84 | NXGN | IT Services & Consu | Technology | 1594 | US | Nextgen Healthcare |
| 3.96 | HQY | Software | Technology | 6473 | US | Healthequity |
| 3.92 | SNPS | Software | Technology | 67937 | US | Synopsys |
| 3.84 | CDNS | Software | Technology | 62895 | US | Cadence Design Systems |
| 3.96 | PDD | Online Services | Technology | 125361 | Ireland | PDD Holdings - ADR |
| 3.88 | ABNB | Online Services | Technology | 86755 | US | Airbnb |
| 3.88 | ATVI | Online Services | Technology | 73896 | US | Activision Blizzard |
| 3.96 | TDW | Oil & Gas - Related | Energy | 3844 | US | Tidewater |
| 3.92 | OII | Oil & Gas - Related | Energy | 2740 | US | Oceaneering International |
| 3.92 | TTI | Oil & Gas - Related | Energy | 803 | US | Tetra Technologies |
| 3.80 | NOV | Oil & Gas - Related | Energy | 8482 | US | Nov |
| 3.92 | TH | Hotels, Motels & Cr | Consumer Cyclicals | 1516 | US | Target Hospitality |
| 3.96 | MMYT | Leisure & Recreatio | Consumer Cyclicals | 4285 | India | Makemytrip Ltd |
| 3.88 | OLLI | Retailers - Discoun | Consumer Cyclicals | 4619 | US | Ollie's Bargain Outlet Holding |
| 3.92 | ANF | Retailers - Apparel | Consumer Cyclicals | 2748 | US | Abercrombie & Fitch Co |
| 3.96 | TIGR | Investment Banking | Financials | 785 | China | Up Fintech Holding Ltd |
| 3.80 | CSWC | Investment Manageme | Financials | 909 | US | Capital Southwest |
| 3.84 | ACGL | Insurance - Propert | Financials | 30239 | Bermuda | Arch Capital Group Ltd. |
| 3.80 | LFMD | Advanced Medical Eq | Healthcare | 198 | US | LifeMD |
| 3.96 | PETQ | Pharmaceuticals | Healthcare | 561 | US | PetIQ |
| 3.96 | VST | Utilities - Electri | Utilities | 12247 | US | Vistra |
| na | QQQ | Unclassified | Unclassified | -1 | US | QQQ |
| na | SPY | Unclassified | Unclassified | -1 | US | SPY |
0GPA38TB
| % Alloc | Sym | Name_currentList | Sym | Action | Sector | sharesHld | DlrHld | allocHld | Price |
| 11% | MUFG | Mitsubishi UFJ Financial Group | MUFG | | Financials | 134 | $1,137.7 | 11.3% | $8.49 |
| 10% | NOW | Servicenow Inc | NOW | | Technology | 2 | $1,117.9 | 11.1% | $558.96 |
| 10% | NVDA | NVIDIA CORP | NVDA | | Technology | 2 | $870.0 | 8.6% | $434.99 |
| 5% | NVO | Novo Nordisk A/S Adr | NVO | | Healthcare | 6 | $545.6 | 5.4% | $90.94 |
| 11% | PDD | Pinduoduo Inc | PDD | | Technology | 12 | $1,176.8 | 11.7% | $98.07 |
| 11% | CAT | CATERPILLAR INC | CAT | | Industrials | 4 | $1,092.0 | 10.9% | $273 |
| 11% | GE | GENERAL ELECTRIC CO | GE | | Consumer Non-Cyclicals | 10 | $1,105.5 | 11.0% | $110.55 |
| 0% | JPM | J P MORGAN CHASE & CO | JPM | added | Financials | 0 | $0.0 | 0.0% | $145.02 |
| 0% | MA | MASTERCARD INC CL A | MA | added | Technology | 0 | $0.0 | 0.0% | $395.91 |
| 0% | CSCO | CISCO SYSTEMS INC | CSCO | added | Technology | 0 | $0.0 | 0.0% | $53.76 |
| 10% | LLY | LILLY ELI & CO | | removed | Healthcare | 2 | $1,074.3 | 10.7% | $537.13 |
| 10% | INTU | INTUIT INC | | removed | Technology | 2 | $1,021.9 | 10.2% | $510.94 |
| 10% | V | VISA INC CL A | | removed | Technology | 4 | $920.0 | 9.1% | $230.01 |
These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)
| Style | % Alloc | Shares | Symbol | Name | | Date |
|---|
| cyclical | 5.25 | 4 | VDE | Energy | Late Cycle and Inflation | 2023-09-29 |
| cyclical | 5.25 | 5 | XLE | Energy Select Sector | Late Cycle and Inflation | 2023-09-29 |
| cyclical | 5.25 | 12 | KIE | Insurance | | 2023-09-29 |
| cyclical | 5.25 | 8 | XLC | Communication Services | Mid Cycle | 2023-09-29 |
| cyclical | 5.25 | 21 | DBC | Commodity* | Late Cycle and Inflation | 2023-09-29 |
| cyclical | 5.25 | 10 | XME | Metals and Mining* | Late Cycle to Recession
| 2023-09-29 |
These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)
| Style | % Alloc | Shares | Symbol | Name | | Date |
|---|
| growth | 5.25 | 1 | QQQ | Growth | | 2023-09-29 |
| cyclical | 5.25 | 4 | VDE | Energy | Late Cycle and Inflation | 2023-09-29 |
| cyclical | 5.25 | 5 | XLE | Energy Select Sector | Late Cycle and Inflation | 2023-09-29 |
| cyclical | 5.25 | 21 | DBC | Commodity* | Late Cycle and Inflation | 2023-09-29 |
| cyclical | 5.25 | 10 | XME | Metals and Mining* | Late Cycle to Recession
| 2023-09-29 |
| cyclical | 5.25 | 8 | XLC | Communication Services | Mid Cycle | 2023-09-29 |
| cyclical | 5.25 | 12 | KIE | Insurance | | 2023-09-29 |
| cyclical | 5.25 | 11 | INDA | India | | 2023-09-29 |
| cyclical | 5.25 | 10 | COWZ | Pacer US Cash Cows 100 ETF | | 2023-09-29 |
| cyclical | 5.25 | 4 | VOX | Communication Services+ | Mid Cycle | 2023-09-29 |
These selected stocks are ideas in the current market environment.
| # | %Alloc | Share | Sym | Name | Industry | Date | GPA |
|---|
| 1 | 5.25 | 3 | PGR | Progressive Corp | Insurance - Property & Casual | 2023-09-29 | 3.60 |
| 3 | 5.25 | 1 | SNPS | Synopsys Inc | Software | 2023-09-29 | 3.92 |
| 4 | 5.25 | 2 | AJG | Arthur J. Gallagher & Co. | Insurance - Multiline & Broke | 2023-09-29 | 3.64 |
| 5 | 5.25 | 2 | CDW | CDW Corp | IT Services & Consulting | 2023-09-29 | 3.32 |
| 6 | 5.25 | 1 | ODFL | Old Dominion Freight Line | Freight & Logistics - Ground | 2023-09-29 | 3.52 |
| 7 | 5.25 | 7 | BRO | Brown & Brown, Inc. | Insurance - Multiline & Broke | 2023-09-29 | 3.80 |
| 8 | 5.25 | 2 | CDNS | Cadence Design Systems In | Software | 2023-09-29 | 3.84 |
| 9 | 5.25 | 0 | AVGO | Broadcom Inc | Semiconductors | 2023-09-29 | 3.76 |
| 10 | 5.25 | 2 | MMC | Marsh & McLennan Companie | Insurance - Multiline & Broke | 2023-09-29 | 3.52 |
| 11 | 5.00 | 0 | BRK.A | Berkshire Hathaway Inc | Consumer Goods Conglomerates | 2023-09-29 | 3.92 |
| 12 | 5.00 | 3 | WMT | Walmart Inc | Food Retail & Distribution | 2023-09-29 | 3.16 |
| 13 | 5.00 | 0 | COST | Costco Wholesale Corporat | Retailers - Discount Stores | 2023-09-29 | 3.56 |
| 14 | 5.00 | 1 | CTAS | Cintas Corporation | Business Support Services | 2023-09-29 | 3.64 |
| 15 | 5.00 | 11 | CPRT | Copart, Inc. | Online Services | 2023-09-29 | 3.76 |
| 16 | 4.50 | 1 | LIN | Linde PLC | Chemicals - Commodity | 2023-09-29 | 3.40 |
| 17 | 4.50 | 5 | APH | Amphenol Corporation | Electronic Equipment & Parts | 2023-09-29 | 3.36 |
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