Companies

Click a column header to sort. Scores are cross-sectional percentiles (0-100); value is sector-relative.

Universe · 546 companies

Sector546 of 546 companies · sorted by Total ↓

Company	Sector	Price	Mkt cap	Quality	Growth	Value	Theme	Flow	Total↓	Reality	Pricing	Gap	Rev growth	ROIC	FCF yield	P/E	EV/Sales	3m return	Attention	Entry	ER %	Top theme
MUMicron Technology	Technology	$989.04	$1.1T	79	99	80	57	80	78	84	50	+34	256.3%	106.7%	5.5%	12.6x	7.7x	+0.6%	40	61	+13.4%hold	AI Infrastructure
SNDKSandisk	Technology	$1,487.33	$207.0B	78	99	72	57	70	74	81	46	+36	175.3%	105.9%	5.6%	18.1x	10.0x	-15.4%	—	61	+4.3%reduce	AI Infrastructure
ADBEAdobe	Technology	$238.14	$92.8B	89	52	92	71	63	73	60	32	+28	12.0%	59.4%	11.4%	12.7x	3.6x	+7.9%	not priced89	63	+102.7%accumulate	AI Software & Agents
INCYIncyte	Health Care	$111.36	$22.2B	81	79	76	—	64	73	71	44	+27	21.5%	66.9%	6.8%	15.5x	3.5x	-3.1%	—	56	-14.3%exit candidate	—
MPCMarathon Petroleum	Energy	$458.81	$132.3B	54	89	64	—	86	72	77	64	+13	15.0%	26.0%	9.8%	15.5x	1.0x	+51.2%	—	58	-53.4%exit candidate	—
NTAPNetApp	Technology	$239.18	$47.1B	84	67	45	67	87	72	77	70	+6	15.5%	130.9%	3.5%	33.2x	6.9x	+37.0%	—	59	-26.3%exit candidate	Cloud Computing
NVDANVIDIA	Technology	$226.32	$5.4T	80	94	54	56	76	71	81	61	+20	83.4%	113.7%	2.3%	28.1x	17.9x	+6.9%	40	56	-2.6%exit candidate	AI Infrastructure
APPAppLovin	Technology	$270.87	$91.3B	86	86	69	62	40	71	71	27	+44	22.4%	130.0%	5.0%	20.7x	14.1x	-39.7%	32	51	+114.6%accumulate	AI Software & Agents
EOGEOG Resources	Energy	$150.51	$79.4B	80	78	72	53	74	71	75	55	+20	19.1%	22.1%	16.1%	11.6x	3.1x	+9.1%	22	57	+2.5%reduce	LNG & Energy Security
FICOFair Isaac Corp	Technology	$740.00	$16.0B	79	73	77	71	40	70	63	26	+37	24.1%	77.9%	6.2%	19.6x	8.9x	-38.9%	—	52	+145.6%accumulate	AI Software & Agents
PSXPhillips 66	Energy	$281.47	$115.0B	46	88	59	—	85	69	75	67	+8	14.4%	—	7.8%	16.2x	0.9x	+39.7%	—	57	-51.1%exit candidate	—
PRUPrudential Financial	Financials	$113.39	$39.3B	57	80	91	—	41	69	62	36	+26	9.4%	—	—	10.0x	—	-1.2%	—	65	+109.3%accumulate	—
WDAYWorkday, Inc.	Technology	$188.25	$45.3B	77	63	65	71	77	69	67	52	+15	13.3%	20.6%	6.3%	36.2x	4.4x	+34.6%	—	71	+27.0%accumulate	AI Software & Agents
INTUIntuit	Technology	$305.99	$82.7B	76	56	87	71	57	68	57	29	+28	13.9%	20.0%	10.5%	18.1x	4.0x	+8.3%	27	56	+141.5%accumulate	AI Software & Agents
FTNTFortinet	Technology	$192.94	$143.9B	91	73	28	69	86	68	76	78	-2	18.8%	181.8%	2.2%	67.8x	18.8x	+15.7%	41	61	-34.9%exit candidate	Cybersecurity
PLTRPalantir Technologies	Technology	$209.00	$504.1B	84	95	20	64	83	68	84	74	+9	78.9%	214.3%	0.7%	167.1x	80.4x	+56.3%	34	55	-86.2%exit candidate	AI Software & Agents
BACBank of America	Financials	$54.58	$380.2B	70	75	75	—	31	68	61	37	+24	15.9%	—	—	11.3x	—	-10.0%	32	50	+2.9%reduce	—
ADSKAutodesk	Technology	$233.54	$48.9B	86	67	73	59	67	68	67	42	+25	17.9%	55.9%	5.8%	29.8x	6.2x	+13.4%	—	60	+43.8%accumulate	AI Software & Agents
CINFCincinnati Financial	Financials	$165.55	$25.5B	60	75	97	—	30	68	57	25	+32	19.6%	—	—	7.7x	—	-8.0%	—	53	+41.3%accumulate	—
GDDYGoDaddy	Technology	$102.32	$13.1B	77	42	88	61	72	68	58	42	+17	7.4%	34.7%	13.0%	14.4x	3.1x	+12.3%	—	66	+85.0%accumulate	Cloud Computing
DELLDell Technologies	Technology	$576.76	$364.6B	53	93	56	60	88	67	78	66	+12	49.0%	59.8%	2.3%	32.0x	2.6x	+26.1%	—	59	-15.4%exit candidate	AI Infrastructure
HPQHP Inc.	Technology	$29.87	$27.7B	57	54	90	58	81	67	61	46	+15	8.1%	52.9%	14.0%	11.3x	0.6x	+21.3%	—	71	+84.9%accumulate	Edge AI
CRMSalesforce	Technology	$233.92	$197.9B	66	61	75	71	78	66	62	50	+11	11.2%	11.3%	7.7%	20.5x	5.1x	+39.6%	29	64	+80.7%accumulate	AI Software & Agents
ALLAllstate	Financials	$232.60	$59.2B	67	60	100	—	35	66	53	26	+27	5.9%	—	—	4.5x	—	-7.1%	—	57	+107.6%accumulate	—
AMPAmeriprise Financial	Financials	$500.02	$45.1B	91	62	85	47	36	66	61	41	+20	9.1%	—	—	11.4x	—	-3.6%	—	57	+22.6%build	Wealth Management & Market Structure
CTSHCognizant	Technology	$59.68	$27.7B	57	36	94	71	68	66	51	36	+15	6.5%	15.6%	8.9%	12.4x	1.2x	+38.7%	—	57	+81.3%accumulate	AI Software & Agents
ITGartner	Technology	$194.10	$12.4B	78	14	87	71	76	66	48	42	+6	0.7%	53.8%	10.4%	16.1x	2.2x	+46.0%	—	65	+147.5%accumulate	AI Software & Agents
SMCISupermicro	Technology	$39.98	$25.8B	43	77	74	57	76	66	69	48	+21	77.8%	55.0%	-27.0%	11.6x	0.5x	+44.6%	—	68	+86.8%accumulate	AI Infrastructure
AVGOBroadcom	Technology	$354.73	$1.7T	71	91	44	57	56	65	74	52	+22	48.7%	31.0%	2.3%	44.0x	19.3x	-8.8%	34	43	-3.8%exit candidate	AI Infrastructure
IBKRInteractive Brokers	Financials	$87.89	$39.6B	97	74	62	46	38	65	67	51	+16	22.1%	—	—	8.1x	—	-8.1%	28	52	-22.7%exit candidate	Wealth Management & Market Structure
ACNAccenture	Technology	$214.87	$144.7B	66	39	85	70	74	65	53	44	+10	6.7%	29.8%	8.7%	18.6x	1.9x	+59.7%	—	61	+76.1%accumulate	AI Software & Agents
BMYBristol Myers Squibb	Health Care	$57.58	$116.1B	61	41	77	—	61	65	56	41	+15	3.1%	19.9%	9.9%	12.5x	3.0x	+1.1%	—	52	+13.3%hold	—
GENGen Digital	Technology	$23.35	$14.4B	63	57	90	69	61	65	56	38	+17	20.2%	14.1%	10.8%	13.6x	4.3x	-12.1%	—	54	+91.9%accumulate	Cybersecurity
TRVTravelers Companies (The)	Financials	$371.68	$77.6B	73	37	93	—	50	65	49	42	+7	2.4%	—	—	9.3x	—	+10.3%	—	69	+28.5%accumulate	—
EXPEExpedia Group	Consumer Discretionary	$268.47	$31.7B	86	75	77	41	45	64	65	42	+23	12.0%	72.2%	14.1%	15.5x	1.9x	+0.8%	—	58	+17.8%build	Travel & Experiences
HPEHewlett Packard Enterprise	Technology	$70.33	$93.1B	38	90	57	62	88	64	74	65	+8	26.6%	6.1%	4.5%	33.4x	2.5x	+41.9%	—	56	-35.1%exit candidate	AI Infrastructure
VLOValero Energy	Energy	$436.00	$129.2B	56	87	49	53	85	64	77	68	+9	12.6%	26.4%	8.4%	17.9x	1.0x	+44.6%	—	56	-61.1%exit candidate	LNG & Energy Security
VEEVVeeva Systems	Health Care	$295.85	$49.7B	87	63	30	70	73	64	69	73	-4	16.5%	87.3%	3.4%	48.9x	12.3x	+53.2%	—	55	-19.3%exit candidate	Cloud Computing
VRSNVerisign	Technology	$302.70	$27.5B	90	42	48	70	76	64	60	64	-4	6.9%	495.1%	3.9%	32.4x	15.5x	+12.6%	—	54	-8.3%exit candidate	Cloud Computing
ORCLOracle	Technology	$137.39	$417.2B	48	82	63	64	58	63	65	41	+24	21.6%	60.1%	-6.9%	22.1x	5.3x	+7.4%	53	57	+68.0%accumulate	Cloud Computing
TERTeradyne	Technology	$383.85	$58.1B	70	93	27	54	76	63	79	68	+11	57.9%	41.8%	1.4%	50.5x	12.9x	+8.7%	34	48	-61.2%exit candidate	Semiconductor Capacity Build
CAHCardinal Health	Health Care	$238.08	$55.2B	50	70	64	—	68	63	65	56	+9	10.1%	32.1%	10.0%	33.2x	0.3x	+3.5%	—	58	+38.8%accumulate	—
CBChubb Limited	Financials	$345.06	$133.5B	64	54	77	—	39	63	54	44	+10	8.2%	—	—	11.8x	—	-0.3%	—	56	+18.8%build	—
CSCOCisco	Technology	$115.34	$452.3B	63	59	43	62	77	63	66	65	+1	11.8%	22.6%	2.8%	34.1x	7.3x	-1.5%	—	46	-34.1%exit candidate	AI Infrastructure
GLGlobe Life	Financials	$165.12	$12.7B	65	41	87	—	37	63	48	35	+13	5.2%	—	—	10.5x	—	-7.7%	—	55	+17.0%build	—
KEYSKeysight Technologies	Technology	$377.70	$63.2B	65	79	33	57	82	63	75	72	+2	25.5%	20.0%	2.3%	50.2x	9.6x	+16.0%	—	52	-51.1%exit candidate	AI Infrastructure
PTCPTC Inc.	Technology	$194.39	$21.1B	69	56	73	58	79	63	61	54	+7	19.5%	19.7%	4.4%	17.2x	7.5x	+58.7%	—	68	+32.5%accumulate	AI Software & Agents
STXSeagate Technology	Technology	$753.25	$162.0B	67	92	36	57	70	63	76	60	+16	34.1%	92.0%	1.9%	50.9x	13.4x	-14.2%	—	49	-49.4%exit candidate	AI Infrastructure
AAPLApple	Technology	$340.97	$5.0T	76	69	41	58	80	62	69	68	+2	14.2%	111.5%	2.7%	39.2x	10.9x	+8.3%	28	58	-20.3%exit candidate	Edge AI
MSFTMicrosoft	Technology	$541.15	$4.1T	67	54	51	66	80	62	62	64	-2	17.8%	35.9%	1.6%	30.5x	12.2x	+40.6%	41	60	-1.1%exit candidate	Cloud Computing
TTDThe Trade Desk	Technology	$11.94	$5.7B	87	40	97	49	39	62	50	15	+34	11.6%	35.4%	15.1%	14.0x	1.4x	-37.0%	19	48	+150.0%accumulate	Advertising & Attention Platforms
WFCWells Fargo	Financials	$83.32	$248.4B	56	50	86	—	32	62	49	32	+17	6.2%	—	—	11.0x	—	-2.3%	27	53	+14.7%hold	—
COPConocoPhillips	Energy	$137.56	$166.7B	63	58	58	53	79	62	65	62	+4	9.6%	12.1%	13.1%	18.0x	2.9x	+23.0%	39	49	-14.2%exit candidate	LNG & Energy Security
ADIAnalog Devices	Technology	$406.25	$197.4B	61	85	35	56	77	62	74	67	+7	33.6%	11.1%	2.5%	47.7x	14.6x	+3.4%	—	45	-52.1%exit candidate	Edge AI
FFIVF5, Inc.	Technology	$473.49	$27.2B	81	43	47	65	82	62	60	69	-8	9.4%	32.2%	3.6%	37.4x	7.7x	+9.8%	—	59	-9.6%exit candidate	Cybersecurity
FRTFederal Realty Investment Trust	Real Estate	$106.42	$9.2B	63	52	82	—	25	62	49	31	+18	7.4%	17.7%	6.8%	18.3x	7.0x	-12.8%	—	50	+11.8%hold	—
HIGHartford (The)	Financials	$130.19	$35.4B	71	39	96	—	28	62	44	26	+18	6.0%	—	—	8.1x	—	-5.8%	—	48	+53.3%accumulate	—
NXPINXP Semiconductors	Technology	$225.21	$57.5B	57	53	67	56	57	62	58	39	+19	2.4%	17.1%	4.7%	21.7x	5.2x	-20.7%	—	49	+13.6%hold	Autonomous Transport
CVXChevron	Energy	$215.00	$427.3B	49	76	48	53	78	61	70	65	+5	10.2%	13.4%	6.3%	20.8x	1.9x	+18.3%	38	46	-33.3%exit candidate	LNG & Energy Security
OXYOccidental Petroleum	Energy	$61.13	$61.1B	42	52	68	53	74	61	61	55	+6	-20.2%	8.6%	8.7%	8.4x	3.3x	+12.0%	24	49	-19.0%exit candidate	LNG & Energy Security
AFLAflac	Financials	$115.89	$58.4B	53	71	62	—	34	61	58	48	+10	13.6%	—	—	12.0x	—	-5.0%	—	43	-10.1%exit candidate	—
CFCF Industries	Materials	$114.58	$17.5B	71	59	75	—	34	61	54	39	+15	20.0%	40.2%	10.9%	7.0x	2.4x	-3.9%	—	51	+16.9%build	—
DLTRDollar Tree	Consumer Staples	$117.61	$22.3B	61	53	80	46	50	61	58	44	+14	-7.8%	31.1%	8.9%	13.8x	1.2x	-5.6%	—	59	+20.2%build	Value Retail & Consumer Bifurcation
IBMIBM	Technology	$227.02	$219.0B	50	47	80	70	61	61	51	39	+13	7.9%	13.9%	6.3%	20.4x	4.0x	+4.6%	—	55	+41.8%accumulate	AI Software & Agents
TPRTapestry, Inc.	Consumer Discretionary	$117.22	$23.6B	81	71	65	—	22	61	55	32	+23	14.2%	76.9%	7.7%	15.5x	3.1x	-13.4%	—	37	-9.5%exit candidate	—
USBU.S. Bancorp	Financials	$57.42	$89.5B	61	58	77	—	34	61	53	38	+15	6.7%	—	—	11.0x	—	-7.6%	—	49	+7.4%hold	—
WDCWestern Digital	Technology	$386.94	$135.5B	64	62	53	57	64	61	64	47	+17	-2.7%	52.1%	2.6%	14.4x	10.5x	-31.3%	—	41	-38.8%exit candidate	AI Infrastructure
ANETArista Networks	Technology	$210.88	$254.5B	83	75	22	57	82	60	73	76	-3	32.6%	155.4%	2.0%	62.9x	22.9x	+15.5%	57	54	-56.7%exit candidate	AI Infrastructure
DDOGDatadog	Technology	$287.29	$104.2B	55	77	27	70	82	60	69	74	-5	31.5%	1.9%	1.1%	—	25.0x	+6.1%	37	50	-71.8%exit candidate	Cloud Computing
LLYEli Lilly	Health Care	$1,182.62	$1.1T	69	88	31	54	70	60	75	72	+3	49.6%	39.7%	1.6%	41.8x	14.6x	+2.6%	28	48	-43.4%exit candidate	GLP-1 & Metabolic Health
SCCOSouthern Copper	Materials	$208.69	$173.3B	71	88	33	54	48	60	70	70	0	32.8%	44.0%	2.9%	30.5x	11.0x	+14.4%	56	50	-35.2%exit candidate	Copper & Transition Metals
NEMNewmont	Materials	$117.15	$123.9B	77	67	77	49	46	60	59	48	+11	25.2%	25.4%	7.9%	14.4x	4.7x	+23.6%	28	63	+71.6%accumulate	Gold & Hard Assets
AKAMAkamai Technologies	Technology	$101.65	$14.7B	68	30	71	68	61	60	48	42	+6	5.9%	15.3%	6.5%	35.8x	2.6x	-19.4%	—	53	+34.0%accumulate	Cybersecurity
AIZAssurant	Financials	$268.63	$13.3B	57	63	81	—	42	60	54	42	+12	9.4%	—	—	12.5x	—	-3.0%	—	57	+20.5%build	—
STZConstellation Brands	Consumer Staples	$126.40	$21.5B	48	36	78	—	32	60	47	28	+19	-4.3%	12.4%	8.6%	11.1x	3.4x	-3.8%	—	49	+26.8%accumulate	—
HASHasbro	Consumer Discretionary	$94.73	$13.5B	67	59	61	—	48	60	56	55	+1	9.7%	28.0%	9.0%	17.0x	2.9x	+20.8%	—	56	-8.5%exit candidate	—
OTISOtis Worldwide	Industrials	$66.75	$25.5B	64	47	83	—	21	60	47	22	+25	5.2%	123.0%	6.7%	16.8x	2.2x	-8.0%	—	49	+48.4%accumulate	—
PNCPNC Financial Services	Financials	$221.26	$88.3B	51	70	71	—	29	60	55	39	+16	13.2%	—	—	11.5x	—	-12.2%	—	47	+0.4%reduce	—
TRMBTrimble Inc.	Technology	$59.49	$14.2B	53	49	79	46	62	60	57	39	+17	5.8%	7.6%	5.5%	—	4.1x	+15.3%	—	55	+29.4%accumulate	Robotics & Physical AI
WTWWillis Towers Watson	Financials	$298.43	$27.8B	63	58	66	—	36	60	54	45	+9	3.0%	—	—	17.8x	—	+3.4%	—	53	+25.5%accumulate	—
ZSZscaler	Technology	$225.78	$37.9B	38	63	55	69	77	59	60	57	+2	25.4%	-12.6%	2.3%	—	11.0x	+48.5%	57	67	+23.5%build	Cybersecurity
SNOWSnowflake	Technology	$360.37	$128.6B	37	77	32	70	86	59	68	73	-5	32.0%	-112.4%	0.9%	—	23.2x	+30.6%	54	54	-48.0%exit candidate	AI Software & Agents
DXCMDexCom	Health Care	$85.92	$32.3B	82	68	49	46	74	59	69	65	+4	15.5%	60.7%	4.4%	32.3x	6.3x	+15.9%	20	65	+16.0%build	Longevity & Healthspan
APPFAppfolio Inc	Technology	$199.01	$7.1B	82	56	51	45	74	59	64	52	+12	20.7%	43.8%	3.8%	45.3x	6.7x	+14.1%	—	60	+15.4%build	Housing Undersupply
MCOMoody's Corporation	Financials	$470.50	$81.8B	83	68	52	47	33	59	60	52	+8	11.7%	—	—	29.3x	—	-4.9%	—	42	-15.2%exit candidate	Wealth Management & Market Structure
MSIMotorola Solutions	Technology	$446.33	$74.4B	64	53	63	53	67	59	59	50	+9	10.3%	26.9%	3.6%	34.9x	6.8x	+7.9%	—	55	+9.7%hold	Defense Modernization
ROPRoper Technologies	Technology	$367.32	$36.6B	51	52	83	63	64	59	52	38	+14	10.9%	6.7%	7.3%	14.6x	5.7x	+6.0%	—	57	+68.5%accumulate	AI Software & Agents
TELTE Connectivity	Technology	$217.28	$62.3B	55	64	77	49	64	59	59	44	+15	16.5%	17.4%	5.3%	20.7x	3.5x	+8.1%	—	54	+16.1%build	AI Infrastructure
ZBRAZebra Technologies	Technology	$388.12	$18.4B	53	57	63	45	85	59	64	61	+2	12.7%	11.9%	4.9%	34.1x	3.6x	+49.2%	—	64	+10.2%hold	Robotics & Physical AI
AMDAdvanced Micro Devices	Technology	$594.24	$946.4B	55	91	15	57	84	58	76	78	-2	39.5%	9.7%	0.9%	147.1x	22.7x	+8.4%	54	52	-65.5%exit candidate	AI Infrastructure
NOWServiceNow	Technology	$140.32	$147.8B	71	66	27	71	77	58	64	65	-1	22.2%	11.9%	3.1%	88.5x	10.2x	+33.8%	27	50	-43.5%exit candidate	AI Software & Agents
TXNTexas Instruments	Technology	$281.74	$257.9B	64	73	34	58	72	58	67	64	+3	16.7%	25.3%	2.1%	42.6x	13.6x	-7.8%	23	43	-44.1%exit candidate	Edge AI
JPMJPMorgan Chase	Financials	$334.30	$897.6B	38	74	70	—	37	58	56	46	+10	13.5%	—	—	13.8x	—	-2.5%	33	51	+3.1%reduce	—
PYPLPayPal	Financials	$56.05	$47.9B	67	42	89	43	43	58	50	40	+10	5.8%	—	—	9.5x	—	+18.3%	31	65	+51.1%accumulate	Digital Payments & Fintech
GMEDGlobus Medical Inc	Health Care	$76.24	$10.2B	64	60	82	47	55	58	57	37	+20	19.7%	12.6%	7.4%	19.1x	3.1x	+0.6%	—	51	+80.7%accumulate	Medical Device Innovation
BBYBest Buy	Consumer Discretionary	$86.99	$18.6B	58	47	76	58	49	58	49	51	-2	1.4%	55.1%	9.5%	14.6x	0.4x	+3.6%	—	60	+9.7%hold	Edge AI
PEverpure	Technology	$155.31	$51.4B	54	72	14	—	87	58	72	92	-20	27.2%	25.6%	0.2%	203.1x	12.0x	+101.6%	—	53	-75.7%exit candidate	—
FISFidelity National Information Services	Financials	$34.26	$18.1B	59	82	99	43	13	58	54	18	+36	18.3%	—	—	5.4x	—	-15.6%	—	43	+85.4%accumulate	Digital Payments & Fintech
MTBM&T Bank	Financials	$219.89	$31.8B	67	45	73	—	31	58	47	39	+8	6.4%	—	—	10.5x	—	-9.1%	—	51	+16.8%build	—
MPWRMonolithic Power Systems	Technology	$1,319.23	$64.3B	62	57	24	57	65	58	64	64	-1	28.7%	32.4%	0.9%	80.0x	19.2x	-4.2%	—	43	-37.8%exit candidate	AI Infrastructure
ONON Semiconductor	Technology	$76.00	$29.6B	55	50	50	55	63	58	58	47	+11	-3.1%	6.5%	5.1%	46.9x	4.9x	-18.9%	—	39	-18.3%exit candidate	Autonomous Transport
CRWDCrowdStrike	Technology	$263.01	$272.6B	56	74	6	69	87	57	70	86	-15	24.3%	-9.4%	0.6%	—	49.7x	+24.8%	64	58	-73.8%exit candidate	Cybersecurity
AMGNAmgen	Health Care	$417.57	$224.0B	58	47	42	58	74	57	60	68	-9	9.1%	17.6%	4.5%	25.6x	7.0x	+17.5%	17	54	-24.0%exit candidate	GLP-1 & Metabolic Health
FIXComfort Systems USA	Industrials	$1,638.05	$57.0B	70	94	36	48	38	57	69	59	+10	46.1%	92.3%	3.8%	39.7x	4.9x	-7.7%	25	47	-16.0%exit candidate	Reshoring & Industrial Capex
DALDelta Air Lines	Industrials	$80.11	$52.8B	50	65	90	41	43	57	55	37	+17	10.3%	14.6%	15.4%	13.4x	0.9x	-6.3%	31	61	+67.4%accumulate	Travel & Experiences
EQTEQT	Energy	$53.22	$33.7B	61	68	66	53	61	57	59	47	+12	32.3%	10.5%	11.1%	12.4x	4.1x	+6.8%	not priced94	40	-19.3%exit candidate	LNG & Energy Security
AGXArgan Inc	Industrials	$387.89	$5.4B	75	91	57	36	22	57	65	36	+30	29.0%	108.3%	10.0%	30.3x	4.1x	-37.5%	—	44	+13.7%hold	Electrification & Power Demand
EXEEXPAND ENERGY Corp	Energy	$88.81	$20.9B	48	66	84	48	56	57	56	35	+21	59.3%	12.9%	12.8%	7.5x	1.8x	+1.1%	—	42	+6.8%reduce	LNG & Energy Security
ALLEAllegion	Industrials	$150.04	$12.8B	54	49	74	—	38	57	49	41	+8	10.6%	21.1%	5.2%	19.5x	3.4x	+9.9%	—	58	+22.7%build	—
GOOGAlphabet Inc. (Class C)	Communication Services	$348.97	$4.3T	61	67	38	65	46	57	59	62	-3	20.1%	30.5%	1.2%	17.7x	9.4x	-2.3%	—	42	-42.7%exit candidate	AI Software & Agents
APHAmphenol	Technology	$86.19	$209.8B	51	75	47	57	79	57	66	65	+1	54.2%	24.6%	2.2%	40.8x	7.7x	+8.8%	—	57	+1.6%reduce	AI Infrastructure
DVNDevon Energy	Energy	$48.96	$54.4B	48	70	51	48	74	57	65	60	+6	14.6%	9.9%	8.6%	16.6x	3.3x	+12.8%	—	46	-30.0%exit candidate	LNG & Energy Security
LITELumentum	Technology	$995.41	$89.1B	47	74	8	57	83	57	72	81	-8	83.2%	13.0%	0.3%	—	29.2x	+22.2%	—	50	-83.2%exit candidate	AI Infrastructure
RMDResMed\|	Health Care	$234.60	$33.1B	71	41	67	48	62	57	55	49	+6	9.9%	26.7%	5.0%	21.7x	5.7x	+21.5%	—	61	+34.9%accumulate	Medical Device Innovation
TROWT. Rowe Price	Financials	$103.99	$22.1B	61	57	89	47	31	57	50	37	+13	7.0%	—	—	9.9x	—	-10.4%	—	53	+25.9%accumulate	Wealth Management & Market Structure
TYLTyler Technologies	Technology	$339.94	$14.2B	65	42	62	—	67	57	53	43	+10	8.2%	10.5%	5.0%	43.8x	5.5x	+12.8%	—	54	+58.5%accumulate	—
ZTSZoetis	Health Care	$75.65	$31.3B	71	26	84	—	46	57	43	18	+25	1.4%	27.2%	7.6%	11.9x	4.1x	+2.1%	—	48	+103.5%accumulate	—
REGNRegeneron	Health Care	$762.81	$77.5B	64	50	56	45	68	56	60	62	-2	9.3%	12.8%	4.9%	17.9x	4.6x	+16.3%	37	53	-8.8%exit candidate	Longevity & Healthspan
SCHWCharles Schwab	Financials	$97.06	$167.2B	72	52	69	47	33	56	51	45	+6	20.3%	—	—	16.6x	—	-4.0%	39	45	-2.2%exit candidate	Wealth Management & Market Structure
PGRProgressive	Financials	$220.28	$128.5B	67	37	86	—	35	56	43	36	+7	10.5%	—	—	11.0x	—	-2.8%	not priced64	55	+118.4%accumulate	—
CBOECboe Global Markets, Inc.	Financials	$297.38	$33.5B	70	65	57	45	41	56	58	52	+6	11.7%	—	—	24.8x	—	+8.1%	—	45	-8.0%exit candidate	Wealth Management & Market Structure
CDWCDW Corporation	Technology	$143.76	$18.2B	36	34	81	62	68	56	47	46	0	7.4%	16.1%	4.7%	16.8x	1.0x	+3.1%	—	53	+50.6%accumulate	AI Infrastructure
DOVDover Corporation	Industrials	$190.88	$25.9B	48	60	68	54	28	56	51	44	+7	14.0%	12.2%	4.5%	22.8x	3.3x	-10.9%	—	43	+11.7%hold	AI Infrastructure
HCAHCA Healthcare	Health Care	$458.60	$98.9B	56	51	84	45	62	56	54	48	+6	6.7%	23.9%	8.0%	14.6x	1.9x	+26.1%	—	61	+32.6%accumulate	Longevity & Healthspan
KVUEKenvue	Consumer Staples	$17.83	$34.1B	57	43	68	—	43	56	50	44	+6	1.8%	19.8%	5.6%	20.5x	2.1x	-5.0%	—	46	+9.4%hold	—
MCHPMicrochip Technology	Technology	$73.83	$40.2B	42	86	30	58	57	56	67	57	+11	20.9%	5.6%	2.8%	84.1x	8.8x	-15.2%	—	34	-61.0%exit candidate	Edge AI
QQnity Electronics	Technology	$123.21	$25.6B	42	—	54	57	78	56	53	51	+2	—	7.4%	3.2%	40.6x	5.5x	—	—	50	+3.0%reduce	Semiconductor Capacity Build
UHSUniversal Health Services	Health Care	$178.83	$10.5B	43	46	94	45	60	56	51	41	+10	10.0%	13.3%	8.0%	6.9x	0.8x	+24.0%	—	54	+140.1%accumulate	Longevity & Healthspan
QCOMQualcomm	Technology	$174.43	$183.9B	70	15	71	58	71	55	44	46	-2	1.9%	25.5%	5.7%	19.9x	4.3x	-2.1%	39	59	+23.0%build	Edge AI
AMATApplied Materials	Technology	$497.53	$380.0B	66	56	28	57	68	55	62	63	-1	7.8%	38.1%	1.5%	41.0x	12.2x	-16.5%	22	43	-47.9%exit candidate	Semiconductor Capacity Build
LRCXLam Research	Technology	$309.56	$377.1B	71	57	27	57	69	55	61	64	-3	26.0%	77.7%	1.3%	51.9x	16.2x	-10.6%	94	45	-36.2%exit candidate	Semiconductor Capacity Build
PANWPalo Alto Networks	Technology	$403.83	$332.2B	55	64	11	69	85	55	66	84	-18	24.5%	2.8%	1.2%	—	28.7x	+14.4%	42	56	-72.3%exit candidate	Cybersecurity
SNPSSynopsys	Technology	$502.51	$95.9B	44	76	38	57	77	55	65	68	-3	49.5%	1.7%	2.9%	89.1x	10.9x	+18.0%	36	48	-22.6%exit candidate	AI Infrastructure
CIENCiena	Technology	$405.01	$55.2B	55	82	28	57	60	55	66	58	+8	32.6%	20.0%	1.5%	84.3x	9.3x	-9.4%	41	38	-50.2%exit candidate	AI Infrastructure
FSLRFirst Solar	Technology	$179.72	$19.7B	62	59	94	35	47	55	53	20	+32	23.8%	20.7%	7.6%	11.3x	3.3x	-18.5%	51	47	+141.3%accumulate	Electrification & Power Demand
TMUST-Mobile US	Communication Services	$151.87	$164.3B	73	43	81	—	18	55	42	18	+24	9.7%	23.9%	11.2%	15.6x	1.8x	-18.8%	25	44	+94.6%accumulate	—
PEPPepsiCo	Consumer Staples	$126.68	$172.9B	50	57	74	—	31	55	50	30	+20	6.4%	19.9%	6.1%	15.9x	2.2x	-6.5%	28	44	+17.4%build	—
PMPhilip Morris International	Consumer Staples	$202.00	$313.7B	70	60	36	—	60	55	61	75	-14	8.9%	42.7%	4.1%	28.8x	8.3x	+14.8%	22	56	-27.7%exit candidate	—
VRTXVertex Pharmaceuticals	Health Care	$507.00	$126.6B	76	51	38	45	68	55	62	69	-7	10.2%	34.4%	3.0%	28.7x	9.4x	+6.4%	36	48	-22.8%exit candidate	Longevity & Healthspan
AXPAmerican Express	Financials	$311.53	$210.8B	80	56	63	43	24	55	52	42	+9	8.8%	—	—	18.4x	—	-12.3%	36	37	+3.6%reduce	Digital Payments & Fintech
LMTLockheed Martin	Industrials	$511.88	$117.0B	52	68	77	44	30	55	54	34	+20	7.2%	30.3%	7.5%	18.6x	1.7x	-0.6%	34	43	+5.3%reduce	Defense Modernization
ADPAutomatic Data Processing	Industrials	$273.81	$109.2B	72	40	61	—	47	55	49	57	-8	6.7%	75.4%	4.8%	24.7x	5.0x	+11.1%	37	57	+14.5%hold	—
CRBGCorebridge Financial, Inc.	Financials	$34.58	$15.4B	48	81	31	—	49	55	64	76	-12	28.6%	—	—	17.0x	—	+12.7%	—	48	-45.3%exit candidate	—
AVYAvery Dennison	Materials	$167.65	$12.8B	48	54	76	—	36	55	49	40	+9	5.8%	14.3%	8.3%	18.2x	1.8x	+6.7%	—	56	+20.0%build	—
BALLBall Corporation	Materials	$59.19	$15.8B	37	77	77	—	34	55	54	39	+15	15.6%	9.6%	5.2%	16.7x	1.6x	-2.1%	—	46	+7.2%hold	—
CICigna	Health Care	$283.34	$74.4B	40	53	93	—	52	55	48	29	+19	7.8%	12.1%	13.8%	11.6x	0.4x	-6.6%	—	50	+47.1%accumulate	—
DVADaVita	Health Care	$181.78	$11.7B	56	46	88	45	58	55	51	42	+8	6.4%	18.3%	13.8%	13.8x	1.6x	-21.8%	—	62	+68.8%accumulate	Longevity & Healthspan
JBLJabil	Technology	$312.01	$32.5B	54	58	60	57	68	55	56	53	+3	17.8%	35.5%	4.0%	37.7x	1.0x	-4.5%	—	46	-11.5%exit candidate	AI Infrastructure
MDTMedtronic	Health Care	$91.93	$117.5B	45	55	69	47	64	55	56	47	+9	9.8%	7.9%	5.2%	22.5x	3.6x	+15.9%	—	53	+5.6%reduce	Medical Device Innovation
METMetLife	Financials	$100.17	$64.0B	65	48	40	—	49	55	55	72	-17	8.7%	—	—	17.7x	—	+8.2%	—	51	-19.4%exit candidate	—
MSCIMSCI	Financials	$568.01	$41.2B	83	55	52	47	31	55	54	51	+3	11.6%	—	—	30.3x	—	-7.1%	—	39	-12.0%exit candidate	Wealth Management & Market Structure
PAYXPaychex	Industrials	$104.64	$37.6B	71	46	69	—	36	55	48	42	+6	14.0%	27.0%	5.4%	20.8x	6.2x	-4.5%	—	58	+24.6%build	—
PPGPPG Industries	Materials	$103.71	$23.2B	43	66	73	—	26	55	51	34	+17	5.9%	13.8%	5.3%	14.7x	1.8x	-9.5%	—	38	+0.8%reduce	—
RLRalph Lauren Corporation	Consumer Discretionary	$373.24	$22.4B	75	65	50	—	39	55	55	56	-1	14.7%	50.7%	5.9%	22.8x	2.6x	+1.2%	—	46	-2.7%exit candidate	—
RJFRaymond James Financial	Financials	$158.65	$30.4B	49	47	74	47	33	55	48	44	+5	8.0%	—	—	13.2x	—	-5.2%	—	42	+12.3%hold	Wealth Management & Market Structure
TPLTexas Pacific Land Corporation	Energy	$365.32	$25.3B	86	81	14	53	53	55	69	62	+7	20.8%	49.1%	2.4%	46.7x	27.9x	-12.2%	—	36	-59.0%exit candidate	LNG & Energy Security
VTRSViatris	Health Care	$17.54	$20.0B	21	45	61	—	74	55	55	60	-5	4.4%	-0.2%	9.8%	—	2.2x	+7.5%	—	56	-2.9%exit candidate	—
CRDOCredo Technology	Technology	$200.84	$35.7B	70	74	33	57	68	54	64	60	+4	165.1%	42.3%	1.2%	66.3x	21.9x	-15.0%	—	46	-69.9%exit candidate	AI Infrastructure
GOOGLAlphabet	Communication Services	$352.72	$4.4T	61	67	33	57	47	54	59	63	-4	20.1%	30.5%	1.2%	17.9x	9.5x	-1.9%	43	42	-43.5%exit candidate	Advertising & Attention Platforms
ABBVAbbVie	Health Care	$281.12	$496.8B	67	56	18	—	74	54	65	85	-20	10.4%	21.9%	3.7%	78.7x	8.6x	+14.8%	40	54	-49.3%exit candidate	—
GSGoldman Sachs	Financials	$893.95	$264.1B	39	82	67	47	27	54	56	42	+15	17.8%	—	—	12.6x	—	-21.6%	27	50	+13.8%hold	Wealth Management & Market Structure
MAMastercard	Financials	$595.09	$524.9B	85	51	47	43	45	54	56	62	-6	16.0%	—	—	32.3x	—	+10.6%	38	53	-19.7%exit candidate	Digital Payments & Fintech
STRLSterling Infrastructure, Inc.	Industrials	$501.19	$15.3B	58	84	36	45	34	54	64	51	+13	60.8%	57.4%	3.1%	35.5x	4.4x	-26.3%	—	39	-20.2%exit candidate	Reshoring & Industrial Capex
ALGNAlign Technology	Health Care	$140.42	$10.2B	63	34	75	47	41	54	47	33	+14	4.4%	13.0%	6.2%	24.6x	2.2x	-21.3%	—	48	+19.1%build	Medical Device Innovation
MOAltria	Consumer Staples	$71.66	$119.4B	73	26	54	—	49	54	47	57	-10	-0.6%	42.5%	7.6%	15.0x	6.0x	+2.1%	—	48	-12.4%exit candidate	—
ACGLArch Capital Group	Financials	$97.16	$33.1B	74	24	99	—	33	54	36	27	+9	0.4%	—	—	7.1x	—	-4.3%	—	52	+60.0%accumulate	—
BXBlackstone Inc.	Financials	$114.78	$84.8B	75	72	58	43	23	54	56	41	+15	17.2%	—	—	24.1x	—	-7.9%	—	39	+1.4%reduce	Wealth Management & Market Structure
FOXFox Corporation (Class B)	Communication Services	$55.98	$23.8B	49	36	80	47	44	54	45	42	+3	5.1%	14.9%	6.2%	13.8x	1.5x	+13.1%	—	59	+31.1%accumulate	Advertising & Attention Platforms
HUMHumana	Health Care	$433.50	$52.6B	49	49	35	—	74	54	60	76	-16	14.1%	20.6%	2.4%	46.5x	0.3x	+6.6%	—	50	-48.1%exit candidate	—
IDXXIdexx Laboratories	Health Care	$523.94	$41.1B	78	59	42	—	48	54	58	48	+10	12.8%	63.3%	3.1%	36.1x	9.1x	-3.1%	—	38	-2.5%exit candidate	—
LDOSLeidos	Industrials	$121.60	$15.2B	49	43	95	49	30	54	43	26	+17	3.4%	16.3%	14.2%	11.0x	1.2x	+14.1%	—	50	+118.7%accumulate	Defense Modernization
MCKMcKesson Corporation	Health Care	$955.76	$111.8B	55	44	66	—	71	54	53	56	-3	8.8%	60.3%	5.7%	24.3x	0.3x	+19.0%	—	51	-6.9%exit candidate	—
SNASnap-on	Industrials	$361.99	$18.8B	65	37	71	—	29	54	44	38	+6	4.0%	19.6%	5.9%	18.2x	3.4x	-10.5%	—	45	+13.8%hold	—
FDXFedEx	Industrials	$292.23	$69.2B	39	61	84	44	37	53	50	42	+8	7.7%	9.9%	7.4%	15.6x	0.8x	-6.8%	35	53	+29.2%accumulate	E-commerce & Logistics
NUENucor	Materials	$251.83	$57.4B	37	84	48	48	51	53	63	63	-1	17.2%	13.3%	2.8%	19.9x	1.7x	+7.5%	43	50	-53.1%exit candidate	Reshoring & Industrial Capex
AMTAmerican Tower	Real Estate	$182.56	$85.3B	47	60	57	58	35	53	50	55	-5	6.6%	11.2%	4.6%	24.3x	11.0x	+8.1%	38	49	+5.3%reduce	Edge AI
NDAQNasdaq, Inc.	Financials	$94.29	$52.7B	60	49	52	47	42	53	52	57	-5	7.9%	—	—	26.8x	—	+7.1%	—	51	-12.7%exit candidate	Wealth Management & Market Structure
EMEEMCOR Group, Inc.	Industrials	$779.16	$34.1B	53	59	63	50	37	53	51	49	+2	18.9%	49.9%	3.4%	23.7x	1.8x	+0.6%	—	55	+23.3%build	AI Infrastructure
LMBLimbach Holdings, Inc.	Industrials	$51.07	$609.5M	47	66	89	—	12	53	45	7	+38	23.7%	16.3%	8.3%	20.2x	0.9x	-31.6%	—	44	+105.7%accumulate	—
BAXBaxter International	Health Care	$24.78	$12.9B	27	64	74	47	72	53	57	49	+8	5.4%	-4.5%	10.2%	—	0.9x	+13.7%	—	67	+45.6%accumulate	Medical Device Innovation
BRBroadridge Financial Solutions	Industrials	$166.41	$19.0B	51	53	79	47	40	53	48	40	+8	8.5%	18.6%	6.7%	16.9x	2.9x	+14.0%	—	55	+58.7%accumulate	Wealth Management & Market Structure
COFCapital One	Financials	$201.14	$123.0B	64	72	66	43	33	53	54	45	+10	45.3%	—	—	11.7x	—	-2.0%	—	36	-27.9%exit candidate	Digital Payments & Fintech
CFGCitizens Financial Group	Financials	$63.90	$26.9B	53	71	47	—	32	53	55	53	+2	11.0%	—	—	12.7x	—	-9.1%	—	40	-22.8%exit candidate	—
CPAYCorpay	Financials	$397.67	$26.3B	81	58	37	43	51	53	59	67	-8	20.4%	—	—	23.1x	—	+11.7%	—	50	-19.3%exit candidate	Digital Payments & Fintech
EXPDExpeditors International	Industrials	$193.41	$25.2B	68	56	41	44	54	53	59	68	-9	6.8%	83.7%	3.7%	27.4x	2.0x	+8.5%	—	50	-31.9%exit candidate	E-commerce & Logistics
FLEXFlex Ltd.	Technology	$117.24	$41.5B	38	56	41	53	72	53	58	59	-1	12.2%	15.9%	2.0%	42.7x	1.5x	-11.3%	—	47	-30.2%exit candidate	AI Infrastructure
FOXAFox Corporation (Class A)	Communication Services	$62.59	$26.6B	49	36	74	47	45	53	45	44	+1	5.1%	14.9%	5.5%	15.4x	1.7x	+14.1%	—	57	+24.6%build	Advertising & Attention Platforms
JBHTJ.B. Hunt	Industrials	$228.31	$21.5B	57	63	59	44	32	53	53	48	+6	5.3%	14.3%	5.1%	31.8x	1.8x	-18.7%	—	47	-6.0%exit candidate	E-commerce & Logistics
KIMKimco Realty	Real Estate	$22.32	$15.0B	57	34	81	—	24	53	39	31	+8	4.4%	7.5%	7.9%	24.7x	6.5x	-11.6%	—	45	+14.2%hold	—
SOLVSolventum	Health Care	$85.31	$14.4B	38	30	74	47	72	53	49	50	-1	-0.9%	17.2%	-0.8%	10.1x	2.3x	+11.8%	—	67	+79.2%accumulate	Medical Device Innovation
TGTTarget Corporation	Consumer Staples	$153.62	$70.1B	42	46	72	46	62	53	52	53	-2	2.0%	16.9%	6.4%	16.0x	0.7x	+14.6%	—	58	+5.3%reduce	Value Retail & Consumer Bifurcation
UALUnited Airlines Holdings	Industrials	$104.44	$33.7B	40	47	92	41	32	53	45	30	+15	8.5%	14.8%	7.5%	9.6x	0.7x	-13.2%	—	56	+74.9%accumulate	Travel & Experiences
METAMeta Platforms	Communication Services	$742.96	$1.9T	68	54	39	54	49	52	54	63	-9	27.7%	31.4%	2.2%	28.0x	8.3x	+12.4%	54	54	-6.8%exit candidate	Advertising & Attention Platforms
UBERUber Technologies	Consumer Discretionary	$71.50	$144.2B	64	45	61	50	32	52	46	42	+4	16.7%	21.0%	7.0%	15.1x	2.7x	-0.8%	28	49	+59.5%accumulate	Autonomous Transport
ABNBAirbnb	Consumer Discretionary	$163.50	$98.9B	91	55	30	41	53	52	59	65	-6	13.6%	76.2%	4.9%	36.8x	6.8x	+11.6%	25	49	-28.8%exit candidate	Travel & Experiences
KOCoca-Cola	Consumer Staples	$89.79	$387.5B	58	54	25	—	57	52	59	79	-20	5.1%	18.8%	3.2%	28.3x	8.5x	+8.1%	26	50	-43.4%exit candidate	—
MSMorgan Stanley	Financials	$190.02	$299.8B	35	78	60	47	30	52	55	47	+8	18.0%	—	—	14.9x	—	-16.5%	16	43	-4.0%exit candidate	Wealth Management & Market Structure
SPGIS&P Global	Financials	$412.19	$121.6B	69	47	53	47	27	52	49	47	+2	8.5%	—	—	25.5x	—	-6.1%	34	34	-0.9%exit candidate	Wealth Management & Market Structure
GEVGE Vernova	Industrials	$996.80	$263.9B	66	81	42	42	38	52	62	57	+5	13.0%	21.2%	4.7%	27.7x	6.1x	-6.5%	26	47	-17.2%exit candidate	Grid Modernization
ORealty Income	Real Estate	$54.70	$51.8B	50	59	63	—	17	52	47	36	+11	10.9%	3.3%	7.7%	39.7x	8.7x	-14.2%	33	39	+14.5%hold	—
IESCIES Holdings, Inc.	Industrials	$287.79	$11.6B	52	82	48	41	40	52	62	52	+10	22.7%	50.7%	2.0%	25.7x	2.8x	-6.6%	—	47	-7.5%exit candidate	Grid Modernization
ALBAlbemarle Corporation	Materials	$98.51	$11.5B	37	85	48	55	15	52	56	41	+14	18.3%	1.3%	11.7%	51.2x	2.0x	-23.5%	—	32	-30.0%exit candidate	Copper & Transition Metals
BNYBNY Mellon	Financials	$142.85	$96.7B	49	39	69	47	38	52	44	48	-4	—	—	—	15.4x	—	-7.5%	—	46	-10.6%exit candidate	Wealth Management & Market Structure
BROBrown & Brown	Financials	$63.65	$21.4B	42	69	66	—	24	52	50	32	+18	34.2%	—	—	17.7x	—	-7.1%	—	48	+42.4%accumulate	—
CPTCamden Property Trust	Real Estate	$97.60	$9.8B	50	81	63	28	21	52	58	38	+20	56.8%	4.2%	8.2%	30.1x	—	-13.6%	—	37	+7.0%hold	Housing Undersupply
CLXClorox	Consumer Staples	$84.35	$10.2B	50	29	71	—	26	52	41	26	+15	-3.7%	32.8%	3.7%	13.5x	1.9x	-11.0%	—	44	+54.8%accumulate	—
CCICrown Castle	Real Estate	$81.01	$34.6B	58	36	33	55	28	52	48	58	-11	-23.3%	10.3%	7.0%	40.1x	12.4x	+2.5%	—	32	-32.6%exit candidate	AI Infrastructure
DOCHealthpeak Properties	Real Estate	$18.95	$13.0B	45	50	64	45	29	52	48	51	-3	5.5%	4.5%	9.4%	53.6x	7.3x	-12.5%	—	52	+17.7%build	Longevity & Healthspan
ITWIllinois Tool Works	Industrials	$265.11	$75.8B	62	36	54	—	34	52	45	51	-6	4.3%	29.8%	3.9%	23.7x	5.1x	-2.6%	—	42	-3.6%exit candidate	—
MNSTMonster Beverage	Consumer Staples	$43.76	$128.7B	67	71	21	—	46	52	62	71	-9	20.4%	37.2%	1.6%	60.5x	13.6x	-10.7%	—	44	-50.8%exit candidate	—
NWSANews Corp (Class A)	Communication Services	$29.38	$16.0B	46	38	60	49	49	52	47	54	-6	1.1%	8.9%	5.1%	27.9x	1.8x	+6.4%	—	59	+11.7%hold	Advertising & Attention Platforms
TDYTeledyne Technologies	Technology	$613.66	$28.4B	46	48	67	44	62	52	52	43	+9	7.9%	8.0%	4.0%	29.1x	4.7x	-1.5%	—	47	+9.4%hold	Defense Modernization
ZBHZimmer Biomet	Health Care	$92.17	$17.8B	48	38	81	47	54	52	46	41	+5	8.6%	5.3%	8.6%	22.1x	2.9x	+1.3%	—	56	+47.1%accumulate	Medical Device Innovation
KLACKLA	Technology	$190.12	$242.8B	71	44	21	57	64	51	55	63	-8	11.7%	53.2%	1.6%	50.3x	18.2x	-17.5%	28	39	-77.1%exit candidate	Semiconductor Capacity Build
NETCloudflare	Technology	$350.87	$125.1B	30	82	21	70	86	51	64	79	-15	33.5%	-43.2%	0.3%	—	48.2x	+24.5%	47	55	-79.7%exit candidate	Cloud Computing
CDNSCadence Design Systems	Technology	$348.42	$94.2B	72	45	32	57	65	51	54	63	-8	13.4%	32.1%	1.5%	80.4x	16.8x	-7.5%	48	38	-22.2%exit candidate	AI Infrastructure
ALABAstera Labs	Technology	$324.11	$56.2B	73	62	8	57	72	51	63	71	-8	98.5%	95.6%	0.5%	152.2x	45.7x	-10.4%	55	45	-79.3%exit candidate	AI Infrastructure
RBLXRoblox	Communication Services	$49.58	$35.3B	39	87	62	42	23	51	57	32	+25	41.3%	-95.5%	4.7%	—	5.8x	-9.0%	22	36	+5.6%reduce	Streaming & Digital Entertainment
BSXBoston Scientific	Health Care	$43.84	$62.9B	49	48	76	47	46	51	48	30	+19	13.5%	11.2%	5.8%	17.1x	3.6x	+2.8%	28	46	+111.4%accumulate	Medical Device Innovation
ICEIntercontinental Exchange	Financials	$157.42	$88.1B	62	47	58	47	38	51	48	52	-4	6.9%	—	—	21.8x	—	+14.4%	32	46	+1.1%reduce	Wealth Management & Market Structure
MYRGMyr Group Inc.	Industrials	$313.18	$4.9B	53	81	57	39	30	51	57	42	+16	16.1%	26.4%	3.9%	29.6x	1.2x	-25.3%	—	43	+4.8%reduce	Grid Modernization
AESAES Corporation	Utilities	$14.98	$10.7B	40	72	75	40	39	51	54	44	+10	8.5%	38.2%	-16.1%	5.7x	0.7x	+1.2%	—	61	+115.9%accumulate	Electrification & Power Demand
DECKDeckers Brands	Consumer Discretionary	$84.27	$11.7B	80	41	72	—	17	51	40	25	+15	7.9%	136.9%	9.6%	11.5x	1.8x	-20.9%	—	37	+10.4%hold	—
FANGDiamondback Energy	Energy	$195.11	$55.0B	45	64	44	48	69	51	59	61	-1	21.4%	1.7%	18.4%	37.5x	3.9x	+2.3%	—	43	-34.5%exit candidate	LNG & Energy Security
DGDollar General	Consumer Staples	$126.54	$28.2B	39	43	78	46	52	51	47	45	+2	4.8%	15.0%	7.1%	16.6x	0.7x	+5.3%	—	60	+32.5%accumulate	Value Retail & Consumer Bifurcation
ELVElevance Health	Health Care	$422.09	$92.9B	54	31	68	—	66	51	46	53	-7	6.3%	11.6%	6.8%	18.7x	0.4x	-1.1%	—	52	-2.7%exit candidate	—
EGEverest Group	Financials	$372.53	$14.4B	49	23	80	—	40	51	37	42	-5	-5.1%	—	—	7.5x	—	+0.2%	—	57	+27.2%accumulate	—
FDSFactSet	Financials	$288.67	$10.4B	73	44	51	47	47	51	50	59	-9	6.6%	—	—	18.4x	—	+14.3%	—	56	+0.9%reduce	Wealth Management & Market Structure
GRMNGarmin	Consumer Discretionary	$266.76	$51.5B	64	61	29	58	42	51	54	65	-10	15.7%	27.1%	2.8%	29.7x	6.5x	+10.5%	—	48	-19.1%exit candidate	Edge AI
GEHCGE HealthCare	Health Care	$67.74	$30.7B	35	39	74	52	56	51	46	41	+5	6.0%	11.9%	5.0%	16.1x	1.8x	+9.9%	—	52	+23.8%build	Medical Device Innovation
HALHalliburton	Energy	$32.60	$27.4B	44	28	59	53	57	51	46	48	-2	0.6%	12.3%	6.3%	17.1x	1.5x	-8.0%	—	44	-3.6%exit candidate	LNG & Energy Security
HSTHost Hotels & Resorts	Real Estate	$22.74	$15.7B	63	42	84	41	40	51	44	41	+3	4.9%	16.2%	8.5%	15.2x	2.2x	-2.7%	—	54	+18.3%build	Travel & Experiences
ILMNIllumina, Inc.	Health Care	$276.67	$41.7B	76	35	19	45	80	51	60	81	-21	4.9%	51.8%	2.2%	50.6x	9.0x	+44.7%	—	52	-51.2%exit candidate	Longevity & Healthspan
KHCKraft Heinz	Consumer Staples	$22.45	$26.7B	26	26	88	—	34	51	37	26	+11	-1.6%	-4.5%	14.3%	—	1.7x	-10.5%	—	47	+49.7%accumulate	—
MKCMcCormick & Company	Consumer Staples	$45.58	$12.1B	31	76	82	—	25	51	49	18	+31	13.2%	7.6%	7.6%	8.1x	2.0x	-13.8%	—	48	+38.7%accumulate	—
PNRPentair	Industrials	$52.33	$8.4B	48	31	90	—	12	51	35	6	+29	3.1%	13.5%	8.5%	12.6x	2.5x	-30.9%	—	43	+91.1%accumulate	—
REGRegency Centers	Real Estate	$71.71	$13.2B	53	51	68	—	22	51	44	38	+6	7.8%	7.9%	6.2%	24.1x	11.4x	-10.7%	—	36	-2.6%exit candidate	—
ROSTRoss Stores	Consumer Discretionary	$225.84	$72.5B	61	72	37	46	44	51	59	62	-3	14.0%	74.4%	3.9%	27.2x	2.8x	+2.2%	—	45	-11.3%exit candidate	Value Retail & Consumer Bifurcation
SJMJ.M. Smucker Company (The)	Consumer Staples	$120.02	$13.1B	37	54	48	—	58	51	54	64	-10	5.1%	3.8%	12.2%	56.9x	2.1x	+10.3%	—	51	-19.4%exit candidate	—
SWKStanley Black & Decker	Industrials	$88.65	$13.5B	33	49	82	46	47	51	46	46	0	0.6%	7.0%	9.5%	21.8x	1.2x	+1.5%	—	61	+47.1%accumulate	Reshoring & Industrial Capex
STLDSteel Dynamics	Materials	$239.14	$34.6B	38	85	38	46	48	51	62	64	-2	19.8%	12.9%	2.8%	21.6x	1.9x	+2.5%	—	49	-55.6%exit candidate	Reshoring & Industrial Capex
STESteris	Health Care	$218.98	$21.6B	47	44	61	47	56	51	51	47	+4	8.4%	9.9%	4.3%	26.8x	3.8x	+4.9%	—	45	+13.4%hold	Medical Device Innovation
TFCTruist Financial	Financials	$46.64	$57.1B	43	66	74	—	27	51	48	35	+13	—	—	—	9.8x	—	-10.2%	—	45	+11.9%hold	—
VRSKVerisk Analytics	Industrials	$177.49	$23.4B	74	33	58	—	30	51	43	41	+2	5.9%	37.9%	4.8%	25.7x	8.8x	-6.8%	—	44	+19.1%build	—
COHRCoherent	Technology	$288.02	$54.8B	21	64	23	57	64	50	59	62	-3	22.5%	7.7%	-1.9%	68.1x	7.9x	-7.3%	49	36	-51.1%exit candidate	AI Infrastructure
AMZNAmazon	Consumer Discretionary	$259.53	$2.8T	42	59	41	55	44	50	51	63	-12	15.8%	16.9%	-0.4%	20.9x	3.7x	+4.9%	67	59	+22.7%build	Cloud Computing
BKNGBooking Holdings	Consumer Discretionary	$158.43	$120.0B	84	50	64	41	23	50	46	37	+9	12.9%	242.7%	8.0%	16.6x	4.4x	-9.4%	29	40	+9.5%hold	Travel & Experiences
ISRGIntuitive Surgical	Health Care	$427.64	$149.5B	71	63	29	45	58	50	61	60	+1	20.7%	22.5%	2.2%	47.6x	13.1x	+12.7%	26	41	-35.7%exit candidate	Robotics & Physical AI
SLBSchlumberger	Energy	$48.77	$72.9B	45	33	45	53	67	50	49	58	-8	2.5%	11.8%	6.6%	23.5x	2.2x	+2.6%	32	41	-5.6%exit candidate	LNG & Energy Security
DLRDigital Realty	Real Estate	$180.16	$66.2B	46	69	36	57	32	50	53	62	-8	12.6%	2.9%	3.8%	48.0x	10.1x	+4.1%	36	42	-19.9%exit candidate	AI Infrastructure
WSTWest Pharmaceutical Services Inc	Health Care	$367.60	$26.0B	54	61	20	51	72	50	62	74	-12	12.4%	20.0%	1.7%	46.0x	7.7x	+2.8%	—	46	-38.2%exit candidate	Medical Device Innovation
CORCencora, Inc.	Health Care	$325.06	$62.8B	41	50	70	—	61	50	49	46	+3	5.1%	22.3%	6.5%	23.9x	0.2x	+7.5%	—	49	-0.9%exit candidate	—
LECOLincoln Electric Holdings Inc	Industrials	$259.69	$14.2B	55	52	54	45	39	50	50	54	-4	9.3%	24.6%	3.8%	25.6x	3.4x	+2.8%	—	45	-4.0%exit candidate	Reshoring & Industrial Capex
ENSEnerSys	Industrials	$178.25	$6.4B	60	44	82	37	31	50	44	34	+10	3.7%	15.7%	11.2%	18.1x	1.8x	-11.4%	—	45	+23.1%build	Electrification & Power Demand
TAT&T	Communication Services	$22.49	$154.5B	38	35	79	—	34	50	40	32	+8	2.6%	9.1%	11.4%	7.2x	2.2x	+5.7%	—	48	+46.7%accumulate	—
CPRTCopart	Industrials	$26.48	$24.4B	67	23	77	—	23	50	35	23	+12	0.4%	19.6%	5.2%	16.5x	4.8x	-3.8%	—	45	+128.5%accumulate	—
EIXEdison International	Utilities	$55.64	$21.1B	21	71	88	37	20	50	48	26	+22	13.1%	8.7%	-3.0%	6.0x	3.1x	-27.3%	—	46	+124.0%accumulate	Electrification & Power Demand
GILDGilead Sciences	Health Care	$150.43	$185.1B	47	43	48	—	70	50	53	66	-13	5.5%	-5.3%	7.0%	—	6.8x	+15.7%	—	48	-18.4%exit candidate	—
HSICHenry Schein	Health Care	$84.23	$9.5B	36	50	62	47	64	50	52	52	+1	6.5%	8.2%	6.0%	23.5x	0.9x	-3.1%	—	45	-4.0%exit candidate	Medical Device Innovation
IQVIQVIA	Health Care	$262.21	$43.4B	45	43	46	45	76	50	55	69	-13	7.3%	9.7%	4.9%	31.3x	3.4x	+26.2%	—	56	-8.4%exit candidate	Longevity & Healthspan
KDPKeurig Dr Pepper	Consumer Staples	$32.75	$44.4B	32	72	36	—	58	50	60	73	-13	27.5%	5.7%	4.4%	31.1x	3.4x	+8.2%	—	50	-28.6%exit candidate	—
LULULululemon Athletica	Consumer Discretionary	$94.66	$10.0B	68	22	96	—	14	50	30	4	+26	1.7%	42.1%	13.5%	7.1x	0.8x	-19.3%	—	42	+150.0%accumulate	—
MASMasco	Industrials	$68.98	$13.7B	60	41	80	28	32	50	46	34	+12	-0.3%	41.8%	6.9%	16.4x	2.1x	-11.4%	—	51	+24.5%build	Housing Undersupply
NWSNews Corp (Class B)	Communication Services	$32.38	$17.5B	46	38	53	49	47	50	47	54	-8	1.1%	8.9%	4.6%	30.5x	1.9x	+3.9%	—	54	+6.9%reduce	Advertising & Attention Platforms
LUVSouthwest Airlines	Industrials	$40.76	$20.0B	36	74	63	41	33	50	54	42	+12	9.5%	9.3%	-2.3%	23.9x	0.7x	-14.3%	—	47	+22.2%build	Travel & Experiences
TXTTextron	Industrials	$75.78	$13.0B	50	51	89	42	19	50	42	24	+17	8.8%	15.1%	5.8%	13.9x	0.7x	-15.3%	—	44	+34.1%accumulate	Defense Modernization
SYKStryker	Health Care	$282.60	$108.8B	52	50	54	47	42	49	50	41	+9	8.5%	11.3%	4.3%	29.2x	4.7x	-9.2%	49	47	+34.9%accumulate	Medical Device Innovation
EWEdwards Lifesciences	Health Care	$86.39	$49.7B	69	57	28	47	61	49	59	63	-4	14.6%	14.2%	2.9%	49.4x	7.1x	-4.1%	28	41	-23.1%exit candidate	Medical Device Innovation
CATCaterpillar	Industrials	$799.37	$362.6B	65	73	27	46	34	49	58	60	-2	18.4%	77.3%	3.0%	33.4x	4.8x	-14.4%	31	38	-30.9%exit candidate	Reshoring & Industrial Capex
GDGeneral Dynamics	Industrials	$335.46	$90.2B	53	52	82	42	29	49	43	33	+11	9.3%	14.9%	6.9%	20.8x	1.8x	-9.2%	32	41	+2.5%reduce	Defense Modernization
PHParker-Hannifin	Industrials	$956.89	$120.6B	55	53	40	46	38	49	52	60	-8	8.3%	18.8%	3.2%	33.1x	5.9x	-0.8%	31	44	-9.8%exit candidate	Reshoring & Industrial Capex
HUBBHubbell	Industrials	$474.05	$24.9B	49	56	50	43	33	49	50	51	-1	7.2%	18.6%	3.6%	27.5x	4.5x	-2.0%	23	41	+0.8%reduce	Grid Modernization
BKRBaker Hughes	Energy	$56.18	$56.0B	50	37	47	53	59	49	48	54	-6	0.4%	15.2%	5.6%	18.1x	2.0x	-2.8%	27	39	-12.8%exit candidate	LNG & Energy Security
AONAon plc	Financials	$274.78	$58.3B	65	39	71	—	15	49	38	26	+12	4.9%	—	—	14.9x	—	-23.4%	—	40	+19.9%build	—
ARESAres Management	Financials	$118.15	$38.8B	59	57	38	47	35	49	52	53	-1	28.5%	—	—	61.0x	—	-1.8%	—	36	-62.2%exit candidate	Wealth Management & Market Structure
BXPBXP, Inc.	Real Estate	$59.55	$9.6B	52	47	74	—	26	49	41	35	+6	1.9%	—	11.9%	32.4x	2.8x	-12.1%	—	46	+23.5%build	—
CASYCasey's	Consumer Staples	$645.72	$24.0B	41	63	45	46	31	49	53	46	+7	13.8%	—	2.7%	31.0x	1.4x	-23.8%	—	36	-7.1%exit candidate	Value Retail & Consumer Bifurcation
CHDChurch & Dwight	Consumer Staples	$99.87	$23.6B	55	41	41	—	50	49	51	65	-14	2.7%	14.1%	—	31.7x	4.1x	+4.7%	—	50	-10.1%exit candidate	—
GLWCorning Inc.	Technology	$147.28	$124.5B	44	71	35	57	54	49	56	51	+5	19.4%	12.6%	1.9%	65.5x	7.7x	-21.5%	—	37	-43.3%exit candidate	AI Infrastructure
DASHDoorDash	Consumer Discretionary	$194.24	$83.8B	64	72	28	44	41	49	58	61	-3	33.6%	15.9%	3.1%	99.7x	4.9x	+3.4%	—	41	-49.8%exit candidate	E-commerce & Logistics
EBAYeBay Inc.	Consumer Discretionary	$114.65	$51.6B	70	68	29	44	47	49	58	69	-11	14.7%	25.3%	4.8%	23.2x	4.6x	+1.9%	—	45	-35.1%exit candidate	E-commerce & Logistics
EFXEquifax	Industrials	$147.33	$17.5B	47	55	75	—	18	49	42	22	+20	10.3%	8.7%	6.3%	25.3x	3.5x	-11.7%	—	46	+60.3%accumulate	—
FFord Motor Company	Consumer Discretionary	$12.00	$47.4B	22	33	86	55	28	49	34	30	+3	3.8%	-20.0%	20.2%	—	0.1x	-13.9%	—	51	+118.6%accumulate	Autonomous Transport
GMGeneral Motors	Consumer Discretionary	$82.37	$73.2B	47	22	63	54	48	49	38	53	-15	-1.1%	4.6%	19.7%	37.5x	0.3x	+7.2%	—	63	+72.3%accumulate	Autonomous Transport
INTCIntel	Technology	$101.35	$531.5B	18	63	17	57	76	49	60	70	-10	7.5%	-0.1%	0.5%	—	9.7x	-5.9%	—	45	-66.8%exit candidate	AI Infrastructure
IVZInvesco	Financials	$29.26	$13.0B	46	61	—	47	45	49	52	67	-15	12.2%	—	—	—	—	+1.8%	—	44	-74.4%exit candidate	Wealth Management & Market Structure
JKHYJack Henry & Associates	Financials	$149.63	$10.7B	67	40	61	43	35	49	45	47	-3	7.1%	—	—	21.2x	—	+2.9%	—	46	+19.1%build	Digital Payments & Fintech
KMBKimberly-Clark	Consumer Staples	$98.77	$32.7B	48	28	61	—	36	49	42	42	0	-8.2%	21.5%	5.6%	16.7x	2.3x	-7.5%	—	43	+14.5%hold	—
LLoews Corporation	Financials	$107.78	$22.1B	40	29	79	—	31	49	37	37	0	3.5%	—	—	13.1x	—	-5.8%	—	43	+10.8%hold	—
MTDMettler Toledo	Health Care	$1,563.01	$31.5B	69	40	27	46	72	49	57	72	-16	6.9%	48.9%	2.7%	34.8x	8.1x	+18.9%	—	49	-26.6%exit candidate	Medical Device Innovation
NDSNNordson Corporation	Industrials	$330.44	$18.4B	59	48	31	57	53	49	52	74	-22	7.0%	13.7%	3.9%	33.2x	6.7x	+15.2%	—	49	-29.9%exit candidate	Semiconductor Capacity Build
OMCOmnicom Group	Communication Services	$77.07	$21.5B	39	74	51	49	36	49	53	49	+4	25.9%	7.7%	13.9%	341.2x	0.9x	-4.6%	—	44	+2.0%reduce	Advertising & Attention Platforms
DGXQuest Diagnostics	Health Care	$232.63	$25.5B	39	44	63	45	72	49	51	62	-11	9.9%	10.0%	5.3%	24.1x	2.6x	+12.9%	—	57	-1.5%exit candidate	Longevity & Healthspan
RFRegions Financial Corporation	Financials	$27.37	$23.4B	46	31	66	—	28	49	37	40	-3	—	—	—	10.5x	—	-11.5%	—	45	+7.2%hold	—
STTState Street Corporation	Financials	$174.93	$47.9B	45	67	40	47	44	49	55	62	-7	12.3%	—	—	13.8x	—	-4.7%	—	46	-21.3%exit candidate	Wealth Management & Market Structure
WRBW. R. Berkley Corporation	Financials	$72.90	$27.2B	68	27	61	—	37	49	40	51	-11	4.3%	—	—	14.1x	—	+1.3%	—	51	+7.1%hold	—
YUMYum! Brands	Consumer Discretionary	$146.75	$39.9B	64	57	47	—	29	49	49	51	-2	10.3%	68.1%	4.2%	18.0x	5.9x	-7.2%	—	34	-8.8%exit candidate	—
MRVLMarvell Technology	Technology	$265.86	$225.3B	40	54	15	57	86	48	59	78	-19	30.6%	6.8%	0.8%	85.3x	23.9x	+19.5%	67	50	-64.1%exit candidate	AI Infrastructure
RDDTReddit	Communication Services	$159.93	$30.8B	82	58	22	49	27	48	52	52	0	66.6%	180.5%	3.3%	35.4x	10.1x	-21.3%	54	31	-61.5%exit candidate	Advertising & Attention Platforms
ABTAbbott Laboratories	Health Care	$101.82	$175.7B	45	37	45	46	60	48	49	55	-6	6.6%	8.9%	4.2%	28.0x	4.5x	+14.5%	36	42	-11.7%exit candidate	Medical Device Innovation
UNPUnion Pacific	Industrials	$281.57	$168.2B	55	40	48	44	42	48	47	59	-11	4.2%	16.1%	3.9%	23.0x	7.8x	-2.3%	29	46	-9.7%exit candidate	E-commerce & Logistics
NOCNorthrop Grumman	Industrials	$485.00	$68.5B	41	55	82	42	20	48	42	25	+17	5.9%	13.1%	5.3%	15.2x	1.9x	-8.3%	35	46	+24.3%build	Defense Modernization
LHXL3Harris	Industrials	$238.25	$44.1B	39	47	84	42	16	48	39	22	+17	5.3%	12.1%	6.4%	23.5x	1.4x	-17.8%	28	42	+52.8%accumulate	Defense Modernization
ROKRockwell Automation	Industrials	$433.97	$48.3B	64	57	29	45	37	48	54	64	-10	11.3%	30.2%	3.1%	40.2x	5.6x	-7.6%	31	41	-28.3%exit candidate	Robotics & Physical AI
NVTnVent Electric	Industrials	$162.78	$26.0B	43	81	16	49	49	48	63	73	-11	59.9%	12.4%	2.2%	43.4x	5.6x	+0.6%	—	50	-37.8%exit candidate	AI Infrastructure
URIUnited Rentals	Industrials	$1,056.92	$66.1B	60	34	54	46	45	48	44	57	-14	5.0%	13.8%	8.0%	26.4x	4.9x	-0.8%	27	48	-16.8%exit candidate	Reshoring & Industrial Capex
SPGSimon Property Group	Real Estate	$201.41	$65.3B	42	71	55	—	29	48	50	48	+2	15.0%	8.8%	4.9%	12.1x	13.4x	-9.0%	40	41	-18.5%exit candidate	—
WSOWatsco Inc	Industrials	$286.32	$11.7B	52	38	75	—	14	48	37	19	+18	-3.0%	19.6%	6.0%	24.6x	1.6x	-27.6%	—	45	+42.8%accumulate	—
MIRMirion Technologies, Inc.	Technology	$16.25	$4.1B	38	80	51	36	54	48	59	40	+19	15.7%	2.6%	3.3%	166.0x	4.0x	-0.2%	—	41	+13.9%hold	Nuclear Renaissance
AOSA. O. Smith	Industrials	$56.60	$7.8B	64	34	88	28	24	48	40	24	+15	0.4%	24.2%	8.2%	15.6x	2.2x	-7.0%	—	43	+53.1%accumulate	Housing Undersupply
AMEAmetek	Industrials	$249.89	$57.3B	55	60	26	49	46	48	55	70	-15	12.7%	13.7%	3.2%	36.3x	7.5x	+6.8%	—	47	-19.1%exit candidate	AI Infrastructure
BIIBBiogen	Health Care	$229.41	$34.0B	55	20	55	45	76	48	47	68	-21	1.2%	8.1%	7.1%	24.7x	3.6x	+19.5%	—	54	-14.5%exit candidate	Longevity & Healthspan
CHRWC.H. Robinson	Industrials	$139.75	$16.2B	47	42	56	44	21	48	43	41	+2	-0.1%	22.2%	4.1%	25.6x	1.0x	-30.0%	—	34	-11.2%exit candidate	E-commerce & Logistics
CNCCentene Corporation	Health Care	$67.02	$34.0B	14	47	92	—	70	48	44	42	+2	13.9%	-22.7%	26.3%	—	0.1x	-2.5%	—	60	+150.0%accumulate	—
CLColgate-Palmolive	Consumer Staples	$89.98	$71.7B	69	37	39	—	48	48	49	64	-15	5.2%	34.5%	5.4%	35.2x	3.7x	-1.2%	—	48	+6.4%reduce	—
DPZDomino's	Consumer Discretionary	$310.90	$9.9B	59	28	63	—	28	48	38	36	+2	4.5%	110.1%	6.4%	16.3x	2.9x	+0.3%	—	51	+34.2%accumulate	—
PODDInsulet Corporation	Health Care	$139.81	$9.8B	60	53	57	47	37	48	49	33	+15	29.4%	21.9%	3.0%	26.0x	3.3x	-12.1%	—	46	+67.8%accumulate	Medical Device Innovation
INVHInvitation Homes	Real Estate	$26.70	$15.8B	56	49	76	28	25	48	45	35	+10	6.7%	—	7.6%	23.9x	8.5x	-11.7%	—	48	+26.3%accumulate	Housing Undersupply
LVSLas Vegas Sands	Consumer Discretionary	$36.15	$23.7B	62	62	81	41	15	48	43	22	+21	18.1%	18.3%	11.4%	13.7x	2.6x	-19.3%	—	41	+75.0%accumulate	Travel & Experiences
NTRSNorthern Trust	Financials	$169.21	$30.9B	45	19	58	47	37	48	39	51	-12	-1.1%	—	—	13.8x	—	-9.3%	—	42	-10.0%exit candidate	Wealth Management & Market Structure
OKEOneok	Energy	$92.02	$58.1B	23	57	60	53	69	48	51	56	-5	40.8%	8.7%	5.0%	15.9x	2.3x	+0.1%	—	48	+7.2%hold	LNG & Energy Security
PCARPaccar	Industrials	$108.13	$56.8B	45	30	64	50	25	48	38	42	-3	-10.6%	12.8%	6.5%	22.7x	2.0x	-12.8%	—	43	+9.8%hold	Autonomous Transport
SWKSSkyworks Solutions	Technology	$74.70	$11.2B	46	11	51	58	79	48	41	59	-18	0.1%	5.1%	3.9%	38.6x	2.7x	+32.0%	—	53	-3.4%exit candidate	Edge AI
TDGTransDigm Group	Industrials	$1,119.94	$61.0B	51	61	47	43	25	48	50	44	+7	16.7%	19.5%	3.2%	28.7x	9.1x	-7.8%	—	43	+31.4%accumulate	Defense Modernization
ULTAUlta Beauty	Consumer Discretionary	$567.47	$24.8B	61	50	47	—	46	48	48	59	-11	11.2%	45.2%	4.6%	20.5x	1.9x	+21.0%	—	44	-11.5%exit candidate	—
VLTOVeralto	Industrials	$98.20	$24.1B	62	43	49	—	41	48	47	60	-13	5.9%	26.2%	4.3%	24.9x	4.5x	+6.9%	—	45	-9.5%exit candidate	—
VZVerizon	Communication Services	$42.78	$178.6B	48	21	70	58	37	48	34	46	-11	1.4%	8.5%	21.7%	11.0x	2.5x	+0.7%	—	49	+18.6%build	Edge AI
WABWabtec	Industrials	$285.77	$48.5B	42	65	38	46	48	48	55	65	-10	13.4%	9.4%	3.5%	38.2x	4.5x	+9.1%	—	48	-14.8%exit candidate	Reshoring & Industrial Capex
CMCSAComcast	Communication Services	$20.68	$73.8B	48	19	96	44	21	47	29	21	+8	0.6%	7.8%	27.7%	6.6x	1.3x	-10.8%	60	42	+136.1%accumulate	Streaming & Digital Entertainment
UNHUnitedHealth Group	Health Care	$378.52	$344.7B	53	22	65	—	56	47	41	45	-4	6.5%	12.6%	6.9%	24.4x	0.9x	-11.0%	28	54	-3.4%exit candidate	—
JNJJohnson & Johnson	Health Care	$263.73	$612.4B	62	43	34	46	68	47	54	66	-12	8.1%	19.6%	3.6%	29.1x	6.5x	+3.9%	37	47	-29.9%exit candidate	Medical Device Innovation
TMOThermo Fisher Scientific	Health Care	$662.24	$244.2B	39	50	26	49	74	47	57	77	-21	7.2%	8.8%	3.0%	35.1x	6.1x	+24.0%	25	51	-29.6%exit candidate	Longevity & Healthspan
VVisa	Financials	$389.27	$701.1B	84	60	10	43	47	47	58	77	-19	14.4%	—	—	31.5x	—	+9.3%	27	52	-34.5%exit candidate	Digital Payments & Fintech
RTXRTX	Industrials	$186.66	$248.3B	40	69	55	43	34	47	51	45	+6	11.8%	9.1%	4.6%	32.1x	2.9x	-3.5%	42	47	+2.6%reduce	Defense Modernization
HWMHowmet Aerospace	Industrials	$220.81	$87.4B	60	80	24	42	24	47	59	51	+8	18.1%	24.1%	2.1%	46.7x	10.0x	-20.2%	61	36	-19.0%exit candidate	Defense Modernization
DEDeere	Industrials	$632.61	$171.6B	55	45	34	45	47	47	50	66	-15	8.0%	20.8%	3.5%	35.2x	3.7x	+8.2%	22	46	-27.4%exit candidate	Robotics & Physical AI
UPSUnited Parcel Service	Industrials	$95.34	$81.1B	42	40	75	44	26	47	40	39	+1	-0.4%	14.8%	6.7%	17.7x	1.1x	-16.1%	40	39	+9.1%hold	E-commerce & Logistics
NOVTNovanta Inc	Technology	$145.03	$5.5B	41	41	37	45	73	47	52	63	-11	7.6%	6.3%	2.1%	88.7x	4.8x	-1.1%	—	40	-22.7%exit candidate	Robotics & Physical AI
DDominion Energy, Inc	Utilities	$62.45	$54.7B	37	71	55	37	28	47	53	46	+7	17.1%	5.4%	9.2%	18.5x	5.9x	-12.4%	—	42	-17.3%exit candidate	Electrification & Power Demand
MMM3M	Industrials	$160.89	$82.6B	60	24	48	—	41	47	42	58	-16	2.3%	27.1%	4.8%	27.6x	3.7x	+2.8%	—	46	-33.9%exit candidate	—
ADMArcher Daniels Midland	Consumer Staples	$80.42	$39.1B	22	40	58	—	52	47	46	56	-10	-0.8%	7.6%	4.3%	22.1x	0.6x	-2.3%	—	56	+21.7%build	—
CCLCarnival Corporation	Consumer Discretionary	$26.48	$35.9B	40	39	83	41	33	47	38	35	+4	5.2%	11.4%	8.8%	11.5x	2.1x	-0.1%	—	46	+25.4%accumulate	Travel & Experiences
EDConsolidated Edison	Utilities	$107.20	$39.6B	50	39	85	38	33	47	40	38	+2	9.1%	9.2%	10.5%	18.4x	2.3x	-4.3%	—	54	+43.2%accumulate	Grid Modernization
CMICummins	Industrials	$527.86	$72.2B	46	48	60	47	24	47	43	41	+2	2.9%	17.9%	4.7%	25.5x	2.2x	-21.9%	—	35	-6.1%exit candidate	AI Infrastructure
CVSCVS Health	Health Care	$87.74	$112.2B	28	49	72	—	54	47	46	38	+8	7.4%	5.6%	10.5%	22.9x	0.4x	-17.4%	—	40	-10.0%exit candidate	—
ELEstée Lauder Companies (The)	Consumer Staples	$100.04	$36.0B	40	61	18	—	59	47	59	80	-21	5.0%	5.9%	3.7%	198.0x	2.6x	+23.7%	—	48	-48.0%exit candidate	—
LHLabcorp	Health Care	$315.52	$25.4B	34	37	55	46	70	47	49	62	-14	6.4%	8.7%	4.5%	25.4x	2.2x	+14.5%	—	55	-9.0%exit candidate	Longevity & Healthspan
ODFLOld Dominion	Industrials	$181.91	$37.9B	68	45	33	45	26	47	48	54	-6	-0.6%	25.1%	2.9%	34.8x	6.7x	-20.4%	—	36	-3.9%exit candidate	E-commerce & Logistics
PSAPublic Storage	Real Estate	$288.88	$54.2B	57	32	51	—	24	47	40	49	-9	3.0%	11.9%	5.8%	26.5x	13.1x	-9.4%	—	37	-6.7%exit candidate	—
SBACSBA Communications	Real Estate	$184.28	$19.5B	66	46	68	—	25	47	40	38	+2	5.4%	15.2%	8.4%	19.7x	11.1x	-1.6%	—	36	-0.3%exit candidate	—
SYYSysco	Consumer Staples	$78.70	$38.7B	37	37	67	—	43	47	42	44	-2	3.9%	16.8%	5.0%	22.0x	0.6x	-5.0%	—	48	+13.5%hold	—
TTTrane Technologies	Industrials	$477.55	$105.3B	63	47	38	51	38	47	48	62	-14	7.0%	24.5%	3.4%	35.7x	4.9x	-1.2%	—	48	-1.6%exit candidate	AI Infrastructure
WYNNWynn Resorts	Consumer Discretionary	$74.96	$7.8B	43	47	73	41	14	47	39	25	+14	6.4%	11.5%	10.1%	17.4x	2.3x	-21.8%	—	41	+150.0%accumulate	Travel & Experiences
TJXTJX Companies	Consumer Discretionary	$141.92	$157.4B	58	51	46	46	29	46	45	51	-6	7.7%	83.0%	3.7%	25.9x	2.5x	-5.6%	61	37	+2.7%reduce	Value Retail & Consumer Bifurcation
PGProcter & Gamble	Consumer Staples	$153.20	$354.7B	60	30	49	—	48	46	44	59	-15	3.3%	21.3%	4.3%	22.1x	4.3x	+4.9%	22	47	-6.7%exit candidate	—
COSTCostco	Consumer Staples	$959.44	$426.0B	51	56	38	46	44	46	52	58	-7	10.1%	45.8%	2.2%	46.2x	1.4x	+4.1%	38	39	-14.9%exit candidate	Value Retail & Consumer Bifurcation
CMECME Group	Financials	$277.24	$99.9B	61	30	56	47	37	46	40	51	-12	5.1%	—	—	23.3x	—	+13.8%	49	40	-5.9%exit candidate	Wealth Management & Market Structure
VRTVertiv	Industrials	$239.36	$90.2B	69	70	28	57	25	46	51	55	-3	26.2%	38.3%	3.2%	52.1x	7.9x	-21.2%	26	31	-26.7%exit candidate	AI Infrastructure
PWRQuanta Services	Industrials	$694.79	$101.2B	34	84	26	45	50	46	61	68	-8	26.3%	11.5%	2.4%	76.3x	3.2x	+5.1%	36	48	-30.6%exit candidate	Grid Modernization
MODModine Manufacturing	Industrials	$172.50	$9.0B	37	60	30	57	21	46	47	51	-4	29.5%	17.5%	1.1%	62.1x	2.8x	-22.3%	53	33	-21.9%exit candidate	AI Infrastructure
LNGCheniere Energy	Energy	$282.49	$58.6B	52	44	36	53	71	46	50	67	-16	17.5%	18.6%	4.8%	20.1x	3.8x	+6.6%	33	41	-56.1%exit candidate	LNG & Energy Security
BEBloom Energy Corp	Industrials	$262.28	$74.8B	43	78	5	41	54	46	64	75	-11	56.5%	13.2%	0.3%	—	30.6x	+7.8%	—	47	-90.0%exit candidate	Electrification & Power Demand
POWLPowell Industries Inc	Industrials	$185.38	$6.7B	74	61	30	39	26	46	53	49	+4	7.0%	124.4%	3.7%	34.9x	5.2x	-20.9%	—	33	-32.4%exit candidate	Grid Modernization
CNMCore & Main, Inc.	Industrials	$40.67	$7.8B	42	26	87	—	20	46	32	18	+14	-0.5%	13.7%	8.1%	17.0x	1.3x	-10.1%	—	45	+47.4%accumulate	—
EXRExtra Space Storage Inc.	Real Estate	$134.05	$28.5B	63	36	61	—	24	46	39	43	-4	4.2%	10.2%	5.4%	29.7x	8.1x	-7.9%	—	35	+7.5%hold	—
AAgilent Technologies	Health Care	$171.33	$48.3B	54	47	24	45	76	46	57	77	-20	8.6%	16.0%	2.6%	33.6x	6.9x	+26.7%	—	51	-35.5%exit candidate	Longevity & Healthspan
TECHBio-Techne	Health Care	$72.56	$11.4B	60	36	21	46	68	46	53	75	-22	-0.4%	9.2%	2.3%	62.5x	9.3x	+1.9%	—	45	-34.0%exit candidate	Longevity & Healthspan
CHTRCharter Communications	Communication Services	$102.48	$11.9B	36	23	93	48	15	46	28	18	+9	-1.5%	8.8%	36.7%	2.4x	1.9x	-19.9%	—	41	+150.0%accumulate	Streaming & Digital Entertainment
CTASCintas	Industrials	$205.23	$81.6B	63	53	24	—	47	46	53	77	-24	9.5%	29.7%	2.5%	39.6x	7.2x	+11.3%	—	50	-13.9%exit candidate	—
CSXCSX Corporation	Industrials	$47.75	$88.7B	47	48	34	46	43	46	49	64	-15	2.5%	12.1%	3.2%	27.5x	7.3x	-4.3%	—	42	-36.4%exit candidate	Reshoring & Industrial Capex
DRIDarden Restaurants	Consumer Discretionary	$199.61	$22.6B	49	35	61	—	41	46	40	50	-10	8.1%	31.2%	4.7%	19.2x	1.9x	+2.0%	—	46	+7.1%hold	—
FASTFastenal	Industrials	$51.49	$59.1B	66	68	12	46	47	46	58	76	-18	12.5%	34.7%	2.0%	43.7x	6.8x	+12.6%	—	48	-51.8%exit candidate	Reshoring & Industrial Capex
FISVFiserv	Financials	$46.05	$24.7B	56	11	94	43	19	46	27	22	+5	-1.2%	—	—	8.8x	—	-7.0%	—	41	+150.0%accumulate	Digital Payments & Fintech
GWWW. W. Grainger	Industrials	$1,306.73	$62.0B	55	44	36	46	43	46	48	64	-16	7.8%	35.6%	2.4%	33.2x	3.4x	-4.7%	—	44	-15.9%exit candidate	Reshoring & Industrial Capex
WSMWilliams-Sonoma, Inc.	Consumer Discretionary	$238.86	$28.4B	73	41	38	28	51	46	51	60	-9	2.2%	101.1%	4.7%	24.1x	3.4x	+8.4%	—	49	-16.5%exit candidate	Housing Undersupply
XYLXylem Inc.	Industrials	$102.59	$23.9B	40	31	73	51	17	46	33	34	-1	4.5%	8.7%	4.0%	23.5x	2.8x	-15.6%	—	42	+79.0%accumulate	AI Infrastructure
NFLXNetflix	Communication Services	$70.61	$295.8B	71	58	39	42	24	45	48	43	+5	16.0%	35.8%	3.8%	21.7x	6.2x	-4.0%	36	30	-56.8%exit candidate	Streaming & Digital Entertainment
DHRDanaher	Health Care	$221.20	$155.7B	48	42	21	45	68	45	54	75	-21	4.6%	6.1%	3.5%	38.9x	7.1x	+11.1%	40	44	-39.4%exit candidate	Longevity & Healthspan
BLKBlackRock	Financials	$1,083.92	$167.4B	33	64	43	46	38	45	49	58	-9	95.6%	—	—	25.5x	—	+5.7%	33	44	-20.1%exit candidate	Wealth Management & Market Structure
LINLinde	Materials	$487.35	$226.1B	49	43	29	57	29	45	43	63	-20	6.6%	13.0%	2.2%	31.2x	6.9x	-6.7%	28	33	-25.1%exit candidate	Semiconductor Capacity Build
FCXFreeport-McMoRan	Materials	$73.29	$104.8B	55	40	51	53	50	45	43	63	-20	0.2%	19.7%	5.6%	21.1x	4.3x	+18.3%	26	47	-29.5%exit candidate	Copper & Transition Metals
LIILennox International Inc	Industrials	$356.72	$12.2B	57	23	83	28	13	45	34	20	+14	-2.0%	40.3%	5.4%	15.5x	2.5x	-36.6%	—	42	+81.2%accumulate	Housing Undersupply
AMCRAmcor	Materials	$41.58	$19.4B	22	67	81	—	34	45	44	35	+9	56.6%	6.6%	6.3%	17.5x	1.4x	-2.8%	—	49	+119.1%accumulate	—
CBRECBRE Group	Real Estate	$130.71	$37.9B	33	49	56	57	25	45	40	48	-9	14.5%	13.0%	2.5%	29.2x	1.0x	-1.8%	—	36	-0.3%exit candidate	AI Infrastructure
CMGChipotle Mexican Grill	Consumer Discretionary	$30.40	$38.4B	73	43	35	—	19	45	44	47	-3	7.3%	78.9%	4.1%	27.0x	3.0x	-16.6%	—	31	-5.7%exit candidate	—
COOCooper Companies (The)	Health Care	$55.55	$10.6B	43	46	76	47	38	45	40	29	+11	4.7%	4.8%	6.4%	18.5x	3.1x	-18.9%	—	45	+82.8%accumulate	Medical Device Innovation
BENFranklin Resources	Financials	$31.81	$16.1B	20	57	38	47	44	45	50	62	-13	7.9%	—	—	19.8x	—	-4.0%	—	40	-44.9%exit candidate	Wealth Management & Market Structure
HIIHuntington Ingalls Industries	Industrials	$264.03	$10.3B	21	54	69	44	23	45	42	30	+12	14.0%	7.2%	-0.9%	15.5x	1.0x	-5.7%	—	44	+28.0%accumulate	Defense Modernization
IRIngersoll Rand	Industrials	$79.09	$30.9B	45	51	53	37	32	45	47	47	+1	7.8%	8.4%	3.9%	32.2x	4.3x	+0.1%	—	39	-0.3%exit candidate	Electrification & Power Demand
KEYKeyCorp	Financials	$20.09	$21.5B	33	46	67	—	25	45	40	38	+2	51.1%	—	—	10.6x	—	-13.8%	—	35	-18.8%exit candidate	—
KRKroger	Consumer Staples	$62.56	$37.0B	40	26	62	46	41	45	38	47	-9	1.6%	8.5%	6.4%	34.1x	0.3x	+6.5%	—	42	+6.4%reduce	Value Retail & Consumer Bifurcation
LYBLyondellBasell	Materials	$59.41	$19.5B	14	44	61	—	32	45	41	42	-1	-11.3%	3.9%	8.1%	—	0.9x	+1.5%	—	33	-23.1%exit candidate	—
MRSHMarsh McLennan	Financials	$176.54	$84.4B	64	33	55	—	32	45	40	49	-9	8.3%	—	—	21.2x	—	-0.8%	—	46	+11.3%hold	—
MGMMGM Resorts	Consumer Discretionary	$29.32	$7.6B	54	30	78	41	17	45	33	26	+7	3.2%	14.6%	19.5%	17.9x	0.6x	-37.2%	—	40	+76.3%accumulate	Travel & Experiences
PFGPrincipal Financial Group	Financials	$107.84	$23.1B	67	34	30	—	41	45	46	70	-24	-2.0%	—	—	14.8x	—	-4.5%	—	42	-24.6%exit candidate	—
VICIVici Properties	Real Estate	$23.03	$25.4B	50	33	83	41	14	45	33	28	+6	4.4%	7.8%	10.4%	9.2x	10.3x	-12.4%	—	40	+49.1%accumulate	Travel & Experiences
DISWalt Disney	Communication Services	$108.49	$189.0B	35	28	56	42	46	44	40	53	-13	4.6%	8.9%	4.4%	22.0x	2.3x	+13.2%	44	59	+45.0%accumulate	Streaming & Digital Entertainment
LOWLowe's	Consumer Discretionary	$185.57	$105.3B	48	42	74	28	20	44	40	27	+12	8.2%	34.8%	6.6%	15.9x	1.5x	-10.6%	43	41	+24.6%build	Housing Undersupply
MCDMcDonald's	Consumer Discretionary	$235.65	$166.9B	61	37	49	—	19	44	38	38	0	6.3%	27.1%	4.7%	19.0x	7.4x	-12.4%	38	34	+4.9%reduce	—
PFEPfizer	Health Care	$28.40	$162.3B	42	13	43	58	67	44	39	66	-27	-0.2%	4.7%	6.8%	37.4x	3.4x	+17.1%	31	45	-21.7%exit candidate	GLP-1 & Metabolic Health
ETNEaton	Industrials	$426.69	$164.5B	42	62	26	47	42	44	52	67	-15	15.5%	12.3%	2.4%	43.0x	6.1x	+2.7%	94	50	-18.7%exit candidate	Grid Modernization
EMREmerson Electric	Industrials	$162.46	$90.5B	47	40	31	44	51	44	48	70	-22	4.8%	8.2%	3.8%	35.1x	5.4x	+19.4%	27	47	-32.7%exit candidate	Robotics & Physical AI
KMIKinder Morgan	Energy	$33.08	$73.8B	31	54	29	53	67	44	52	67	-16	12.5%	6.4%	4.3%	21.3x	5.9x	+1.7%	41	35	-33.3%exit candidate	LNG & Energy Security
EQIXEquinix	Real Estate	$1,032.60	$101.3B	21	55	25	57	35	44	47	68	-21	9.6%	6.4%	-1.4%	66.1x	12.1x	+0.9%	17	42	-29.3%exit candidate	AI Infrastructure
APOApollo Global Management	Financials	$119.22	$69.6B	55	77	7	47	37	44	58	69	-10	41.2%	—	—	37.1x	—	-0.6%	—	38	-26.4%exit candidate	Wealth Management & Market Structure
ECLEcolab	Materials	$284.30	$79.9B	43	49	28	57	39	44	46	67	-21	7.1%	13.7%	2.3%	37.7x	5.2x	+5.4%	—	46	-15.7%exit candidate	AI Infrastructure
HSYHershey Company (The)	Consumer Staples	$163.84	$33.0B	58	39	60	—	32	44	40	37	+3	7.7%	18.6%	6.8%	22.1x	3.1x	-4.4%	—	34	+1.3%reduce	—
IRMIron Mountain	Real Estate	$115.10	$34.2B	15	78	35	62	31	44	49	62	-13	17.4%	8.0%	-1.4%	78.7x	6.8x	-6.2%	—	39	-24.4%exit candidate	AI Infrastructure
JJacobs Solutions	Industrials	$139.43	$16.4B	33	71	31	42	42	44	54	63	-8	20.1%	7.7%	3.9%	48.4x	1.3x	+7.9%	—	42	-29.6%exit candidate	Reshoring & Industrial Capex
JCIJohnson Controls	Industrials	$155.41	$93.2B	37	74	35	37	48	44	57	64	-8	14.9%	8.8%	2.9%	26.4x	4.2x	+7.0%	—	46	-26.7%exit candidate	Electrification & Power Demand
ROLRollins, Inc.	Industrials	$32.07	$15.5B	63	39	57	—	12	44	38	25	+13	9.9%	28.6%	4.0%	29.2x	4.1x	-27.6%	—	41	+55.3%accumulate	—
TKOTKO Group Holdings	Communication Services	$173.45	$33.1B	65	60	46	44	29	44	47	47	0	26.6%	12.6%	5.4%	144.1x	7.0x	-6.0%	—	26	-37.8%exit candidate	Streaming & Digital Entertainment
VTRVentas	Real Estate	$83.54	$42.8B	46	66	43	45	29	44	48	59	-11	21.5%	6.2%	4.2%	156.8x	6.7x	-9.6%	—	40	-3.6%exit candidate	Longevity & Healthspan
DHID.R. Horton	Consumer Discretionary	$134.29	$38.0B	49	32	74	28	25	43	37	33	+4	-3.5%	14.3%	8.4%	12.5x	1.1x	-10.5%	28	37	+14.3%hold	Housing Undersupply
MRKMerck	Health Care	$145.45	$357.7B	51	34	19	—	76	43	52	84	-32	4.6%	5.6%	4.5%	112.7x	6.1x	+20.4%	29	49	-40.3%exit candidate	—
SHWSherwin-Williams	Materials	$320.21	$78.1B	57	51	49	28	30	43	47	46	+1	5.8%	23.3%	4.1%	29.1x	3.6x	-2.5%	31	37	-6.1%exit candidate	Housing Undersupply
CARRCARRIER GLOBAL Corp	Industrials	$55.42	$45.7B	37	43	46	57	20	43	38	48	-10	-5.1%	7.2%	3.7%	34.9x	2.5x	-20.6%	—	40	+22.4%build	AI Infrastructure
TRGPTarga Resources Corp.	Energy	$290.54	$62.5B	37	38	29	50	76	43	49	70	-22	-2.0%	14.7%	1.2%	27.6x	4.9x	+3.2%	—	45	-22.5%exit candidate	LNG & Energy Security
RGENRepligen Corp	Health Care	$172.51	$8.4B	46	46	9	45	74	43	56	82	-26	15.4%	3.2%	1.3%	203.0x	10.4x	+17.3%	—	49	-58.7%exit candidate	Longevity & Healthspan
AZOAutoZone	Consumer Discretionary	$2,898.85	$47.8B	55	32	50	—	24	43	38	42	-4	5.7%	53.9%	3.4%	19.3x	2.8x	-4.4%	—	33	+5.9%reduce	—
BRK-BBerkshire Hathaway	Financials	$517.60	$1.1T	30	57	33	—	41	43	49	70	-21	3.9%	—	—	13.4x	—	+5.4%	—	48	-2.3%exit candidate	—
BGBunge Global	Consumer Staples	$104.22	$20.1B	11	77	47	—	36	43	52	48	+4	56.9%	6.7%	-5.8%	29.5x	0.4x	-10.6%	—	36	-1.3%exit candidate	—
HLTHilton Worldwide	Consumer Discretionary	$327.54	$73.8B	63	38	22	41	40	43	47	64	-17	8.7%	34.5%	2.7%	46.6x	6.9x	+0.5%	—	40	-30.7%exit candidate	Travel & Experiences
HBANHuntington Bancshares	Financials	$15.40	$31.1B	44	66	39	—	22	43	48	50	-2	13.5%	—	—	14.1x	—	-13.7%	—	27	-19.8%exit candidate	—
ORLYO'Reilly Automotive	Consumer Discretionary	$86.65	$70.5B	65	52	23	—	31	43	47	65	-18	8.5%	60.8%	3.1%	26.6x	4.2x	+1.0%	—	28	-74.4%exit candidate	—
RSGRepublic Services	Industrials	$219.75	$67.4B	45	32	58	—	37	43	39	52	-13	2.9%	11.3%	3.9%	30.8x	4.2x	-0.1%	—	48	+11.9%hold	—
UDRUDR, Inc.	Real Estate	$34.02	$11.0B	44	40	70	28	21	43	39	34	+5	2.1%	6.9%	5.8%	22.3x	9.7x	-14.9%	—	35	+0.7%reduce	Housing Undersupply
WELLWelltower	Real Estate	$230.29	$165.2B	31	73	25	45	40	43	54	72	-19	37.6%	—	1.1%	113.4x	15.2x	-2.4%	—	40	-60.8%exit candidate	Longevity & Healthspan
WMTWalmart	Consumer Staples	$113.08	$905.2B	42	35	38	45	42	42	43	57	-15	6.2%	20.1%	1.5%	41.0x	1.3x	-0.5%	40	36	+1.4%reduce	Value Retail & Consumer Bifurcation
HONHoneywell	Industrials	$209.64	$66.5B	38	26	89	46	20	42	28	24	+3	-0.1%	15.8%	6.2%	8.1x	2.2x	-5.9%	30	44	+150.0%accumulate	Reshoring & Industrial Capex
TNLTravel & Leisure Co.	Consumer Discretionary	$62.04	$3.8B	49	25	63	41	22	42	32	38	-6	4.5%	8.6%	11.6%	16.1x	2.3x	-15.3%	—	34	+0.5%reduce	Travel & Experiences
BF-BBrown–Forman	Consumer Staples	—	—	60	34	—	—	36	42	42	—	—	-0.8%	13.7%	—	—	—	—	—	44	—	—
CRHCRH plc	Materials	$81.05	$54.5B	34	46	72	42	12	42	35	30	+5	6.3%	11.2%	5.1%	14.2x	1.8x	-22.0%	—	39	+21.3%build	Reshoring & Industrial Capex
IEXIDEX Corporation	Industrials	$235.77	$17.4B	49	42	31	—	49	42	47	75	-28	7.3%	10.7%	3.7%	33.5x	5.2x	+5.8%	—	47	-22.4%exit candidate	—
PKGPackaging Corporation of America	Materials	$227.82	$20.5B	33	53	40	44	39	42	45	61	-16	10.3%	10.9%	3.6%	29.6x	2.5x	+0.9%	—	41	-20.8%exit candidate	E-commerce & Logistics
TSCOTractor Supply	Consumer Discretionary	$33.45	$17.6B	45	20	55	46	29	41	32	42	-10	4.0%	25.1%	1.7%	9.3x	1.2x	+9.5%	21	33	-13.1%exit candidate	Value Retail & Consumer Bifurcation
MARMarriott International	Consumer Discretionary	$369.30	$96.7B	57	45	22	41	44	41	46	65	-19	4.7%	26.4%	3.2%	37.4x	4.2x	+1.7%	20	37	-32.9%exit candidate	Travel & Experiences
GEGE Aerospace	Industrials	$308.64	$319.4B	64	65	25	42	28	41	50	54	-4	21.7%	32.9%	2.6%	35.6x	6.5x	-12.7%	31	39	-30.8%exit candidate	Defense Modernization
RKLBRocket Lab	Industrials	$65.71	$40.0B	8	94	22	49	23	41	55	48	+7	52.5%	-28.0%	-0.9%	—	49.0x	-16.6%	28	31	—	Space Economy
CEGConstellation Energy	Utilities	$293.89	$103.4B	21	71	43	39	39	41	50	53	-3	26.0%	8.8%	0.3%	29.8x	3.9x	+14.6%	94	45	-7.3%exit candidate	Electrification & Power Demand
NRGNRG Energy	Utilities	$106.37	$22.4B	19	58	54	41	13	41	41	35	+6	12.8%	8.0%	1.6%	26.3x	1.4x	-23.1%	27	37	+11.0%hold	Electrification & Power Demand
FORForestar Group Inc.	Real Estate	$25.01	$1.3B	37	38	94	28	20	41	33	24	+9	11.8%	7.4%	22.0%	7.5x	1.0x	-17.6%	—	43	+92.2%accumulate	Housing Undersupply
HIMSHims & Hers Health, Inc.	Health Care	$30.64	$7.0B	23	34	51	55	52	41	38	47	-8	28.0%	-33.6%	0.9%	—	2.4x	-12.8%	—	55	+25.3%accumulate	GLP-1 & Metabolic Health
CTVACorteva	Materials	$13.30	$8.7B	34	14	86	—	22	41	26	25	+1	3.7%	4.8%	7.2%	8.6x	0.4x	-15.8%	—	45	+97.7%accumulate	—
CSGPCoStar Group	Real Estate	$29.21	$11.9B	42	64	31	—	23	41	47	48	-1	22.0%	0.8%	2.3%	162.4x	3.3x	+5.5%	—	30	-42.9%exit candidate	—
DTEDTE Energy	Utilities	$128.05	$26.6B	28	18	72	38	22	41	27	36	-9	—	5.7%	12.4%	21.1x	—	-14.1%	—	33	+1.8%reduce	Grid Modernization
GPNGlobal Payments	Financials	$82.06	$21.8B	26	31	—	43	43	41	40	64	-24	1.5%	—	—	—	—	+8.1%	—	52	—	Digital Payments & Fintech
NVRNVR, Inc.	Consumer Discretionary	$5,749.96	$15.3B	70	10	71	28	22	41	29	31	-1	-9.9%	54.2%	6.8%	13.4x	1.5x	-9.9%	—	40	+26.3%accumulate	Housing Undersupply
TSLATesla	Consumer Discretionary	$378.03	$1.5T	35	54	7	52	34	40	47	67	-20	11.8%	6.5%	0.4%	387.9x	13.9x	-4.6%	47	33	-84.8%exit candidate	Autonomous Transport
NKENike	Consumer Discretionary	$35.35	$52.8B	45	17	62	—	16	40	29	24	+5	-1.2%	20.2%	4.0%	17.1x	1.2x	-17.5%	31	34	+2.7%reduce	—
MDLZMondelez	Consumer Staples	$61.79	$78.5B	29	38	36	—	48	40	44	67	-23	7.8%	6.4%	3.3%	30.1x	2.4x	+5.1%	27	47	-8.5%exit candidate	—
AEPAmerican Electric Power	Utilities	$124.23	$67.7B	23	47	56	37	30	40	41	47	-6	11.3%	6.8%	3.8%	17.8x	5.2x	-7.9%	34	39	-9.7%exit candidate	Electrification & Power Demand
LPLALPL Financial Holdings Inc.	Financials	$330.12	$25.9B	30	61	35	47	37	40	45	60	-15	38.8%	—	—	25.7x	—	+2.7%	—	38	-19.7%exit candidate	Wealth Management & Market Structure
CWCurtiss Wright Corp	Industrials	$504.16	$18.6B	57	50	40	41	15	40	41	40	+1	10.5%	16.3%	3.4%	34.3x	5.2x	-33.0%	—	33	+1.0%reduce	Defense Modernization
HRIHerc Holdings Inc	Industrials	$127.22	$4.3B	33	71	39	43	35	40	49	54	-5	28.5%	0.5%	25.6%	88.2x	2.5x	-13.6%	—	41	-35.0%exit candidate	Reshoring & Industrial Capex
AJGArthur J. Gallagher & Co.	Financials	$233.92	$59.9B	34	62	42	—	28	40	45	51	-6	26.3%	—	—	38.2x	—	-7.8%	—	31	-28.3%exit candidate	—
BDXBecton Dickinson	Health Care	$188.89	$51.1B	39	13	41	47	74	40	40	65	-25	-2.6%	4.1%	5.3%	54.4x	3.2x	+25.4%	—	52	-8.9%exit candidate	Medical Device Innovation
ESEversource Energy	Utilities	$66.10	$24.9B	14	45	82	37	26	40	35	35	0	7.8%	6.3%	1.2%	17.1x	3.7x	-11.4%	—	37	+4.9%reduce	Electrification & Power Demand
NSCNorfolk Southern	Industrials	$319.36	$72.0B	35	30	36	45	39	40	39	62	-23	3.0%	10.1%	2.3%	27.3x	7.0x	-2.3%	—	42	-19.3%exit candidate	Reshoring & Industrial Capex
RVTYRevvity	Health Care	$155.61	$17.4B	44	27	19	46	80	40	48	81	-33	4.1%	3.4%	3.2%	73.3x	6.7x	+39.9%	—	48	-46.6%exit candidate	Longevity & Healthspan
VMCVulcan Materials Company	Materials	$245.15	$32.0B	38	51	52	38	16	40	40	41	0	7.4%	10.1%	3.5%	28.7x	4.5x	-16.0%	—	34	+8.4%hold	Reshoring & Industrial Capex
WMWaste Management	Industrials	$211.14	$84.4B	41	40	63	—	26	40	35	40	-5	7.2%	10.8%	4.2%	29.6x	4.2x	-9.9%	—	34	+9.5%hold	—
RCLRoyal Caribbean	Consumer Discretionary	$280.67	$75.9B	35	35	45	41	34	39	37	50	-13	8.7%	13.5%	-0.5%	17.3x	5.2x	-0.9%	22	43	+21.0%build	Travel & Experiences
PHMPulteGroup	Consumer Discretionary	$111.14	$21.1B	54	18	74	28	24	39	29	32	-2	-7.3%	16.6%	7.2%	11.0x	1.2x	-10.8%	44	40	+28.4%accumulate	Housing Undersupply
WMBWilliams Companies	Energy	$74.17	$90.7B	19	35	17	53	65	39	45	70	-26	8.7%	8.6%	-0.1%	29.5x	9.9x	-2.4%	34	36	-41.5%exit candidate	LNG & Energy Security
DUKDuke Energy	Utilities	$117.69	$91.8B	13	37	72	35	27	39	35	39	-4	5.8%	5.7%	-3.6%	17.9x	5.5x	-6.9%	45	40	+5.3%reduce	Electrification & Power Demand
CVCOCavco Industries, Inc.	Consumer Discretionary	$526.08	$4.1B	59	45	49	28	33	39	42	45	-2	9.7%	21.9%	5.7%	22.7x	1.7x	-6.4%	—	36	-16.4%exit candidate	Housing Undersupply
RRXRegal Rexnord Corp	Industrials	$163.15	$10.9B	26	38	48	41	21	39	37	44	-8	3.5%	5.2%	4.3%	33.7x	2.5x	-22.8%	—	33	-6.0%exit candidate	Robotics & Physical AI
AREAlexandria Real Estate Equities	Real Estate	$44.12	$7.8B	39	8	82	—	23	39	24	22	+2	-8.4%	—	16.4%	—	7.1x	-7.1%	—	41	+72.1%accumulate	—
DDDuPont	Industrials	$129.37	$17.6B	28	2	41	57	35	39	27	59	-32	-26.2%	4.1%	1.6%	319.9x	2.3x	-3.6%	—	45	+90.9%accumulate	Semiconductor Capacity Build
FERGFerguson Enterprises	Industrials	$220.55	$43.2B	40	—	53	35	26	39	39	45	-6	—	19.4%	3.1%	26.3x	1.6x	-6.0%	—	34	-4.5%exit candidate	Housing Undersupply
LYVLive Nation Entertainment	Communication Services	$169.64	$40.6B	50	38	40	41	38	39	40	55	-15	10.8%	17.1%	3.4%	301.2x	1.5x	-6.6%	—	38	-20.4%exit candidate	Travel & Experiences
PNWPinnacle West Capital	Utilities	$99.91	$12.1B	10	40	60	38	32	39	37	46	-9	5.7%	5.4%	-7.2%	18.6x	4.1x	-8.3%	—	44	+2.7%reduce	Grid Modernization
HDHome Depot	Consumer Discretionary	$290.62	$293.0B	47	29	59	28	20	38	34	35	-1	2.5%	25.9%	5.2%	20.6x	2.0x	-14.0%	40	33	+4.2%reduce	Housing Undersupply
TOLToll Brothers	Consumer Discretionary	$132.15	$12.3B	49	20	79	28	26	38	29	31	-2	-1.1%	15.2%	8.9%	10.3x	1.0x	-13.4%	41	43	+27.8%accumulate	Housing Undersupply
XYZBlock	Financials	$76.82	$46.1B	44	49	7	43	37	38	46	72	-26	5.1%	—	—	128.9x	—	-4.0%	45	40	-64.2%exit candidate	Digital Payments & Fintech
HOODRobinhood Markets	Financials	$109.22	$98.7B	39	46	21	42	37	38	44	63	-19	38.3%	—	—	47.6x	—	-3.7%	59	37	-49.1%exit candidate	Digital Payments & Fintech
PRCTPROCEPT BioRobotics Corp	Health Care	$19.57	$1.1B	16	51	55	45	47	38	41	41	+1	22.7%	-60.5%	-7.5%	—	2.8x	+1.3%	—	34	—	Robotics & Physical AI
SKYChampion Homes, Inc.	Consumer Discretionary	$78.52	$4.3B	57	31	54	28	37	38	37	46	-8	4.5%	20.2%	6.2%	22.5x	1.3x	-3.6%	—	34	-10.9%exit candidate	Housing Undersupply
CVNACarvana	Consumer Discretionary	$59.51	$65.3B	41	83	15	44	19	38	51	55	-4	54.0%	29.3%	1.4%	41.6x	2.7x	-15.4%	—	23	-71.7%exit candidate	E-commerce & Logistics
CMSCMS Energy	Utilities	$65.86	$20.6B	35	34	68	38	21	38	32	37	-5	9.9%	4.9%	10.4%	20.1x	4.5x	-12.3%	—	32	+0.2%reduce	Grid Modernization
ERIEErie Indemnity	Financials	$225.06	$10.5B	57	22	37	—	22	38	34	48	-14	3.7%	—	—	18.3x	—	-5.6%	—	26	-20.1%exit candidate	—
EXCExelon	Utilities	$42.12	$43.6B	12	27	77	37	24	38	29	35	-6	4.6%	5.8%	-5.0%	15.7x	3.7x	-10.2%	—	37	+16.3%build	Electrification & Power Demand
KKRKKR & Co.	Financials	$91.51	$81.8B	35	44	50	47	25	38	36	44	-9	31.1%	—	—	25.9x	—	-5.9%	—	29	-16.8%exit candidate	Wealth Management & Market Structure
MAAMid-America Apartment Communities	Real Estate	$116.53	$13.6B	56	20	61	28	19	38	31	37	-6	0.8%	10.0%	5.1%	34.8x	6.1x	-12.8%	—	33	+7.5%hold	Housing Undersupply
NCLHNorwegian Cruise Line Holdings	Consumer Discretionary	$15.35	$7.1B	27	37	68	41	15	38	30	29	+1	6.2%	8.9%	-16.7%	9.3x	2.2x	-21.1%	—	38	+50.7%accumulate	Travel & Experiences
TTWOTake-Two Interactive	Communication Services	$208.82	$38.8B	18	47	47	42	30	38	38	47	-9	15.3%	-2.9%	0.9%	—	5.9x	-11.9%	—	27	-63.7%exit candidate	Streaming & Digital Entertainment
TSNTyson Foods	Consumer Staples	$53.57	$18.9B	23	18	67	—	34	38	30	36	-6	2.9%	3.6%	6.1%	33.0x	0.5x	-6.8%	—	43	+62.0%accumulate	—
VSTVistra	Utilities	$158.13	$53.5B	40	28	54	41	32	37	33	47	-14	3.8%	13.0%	4.2%	24.1x	3.7x	-0.2%	79	44	+3.2%reduce	Electrification & Power Demand
MPMP Materials Corp. / DE	Materials	$43.36	$7.7B	2	90	20	46	14	37	50	48	+2	26.1%	-7.7%	-6.6%	—	23.4x	-14.6%	—	30	—	Reshoring & Industrial Capex
ATKRAtkore Inc.	Industrials	$94.88	$3.2B	19	28	28	38	57	37	41	72	-30	1.6%	1.7%	1.8%	—	1.2x	+28.9%	—	50	-41.8%exit candidate	Grid Modernization
FTVFortive	Industrials	$57.37	$17.4B	50	6	46	44	34	37	28	56	-28	-15.9%	6.3%	5.6%	32.0x	4.3x	-5.5%	—	37	+0.7%reduce	Robotics & Physical AI
PPLPPL Corporation	Utilities	$34.34	$25.8B	11	50	53	38	27	37	39	46	-8	7.5%	5.5%	-6.3%	21.2x	4.8x	-4.9%	—	34	-1.3%exit candidate	Grid Modernization
NEENextEra Energy	Utilities	$78.51	$163.2B	42	38	49	36	22	36	36	45	-9	7.5%	5.5%	7.6%	19.9x	10.0x	-12.3%	54	30	-16.1%exit candidate	Electrification & Power Demand
BWXTBWX Technologies	Industrials	$139.92	$12.7B	35	60	36	35	14	36	41	42	-1	22.7%	13.0%	2.5%	35.9x	4.0x	-22.2%	40	30	-2.7%exit candidate	Nuclear Renaissance
PLDPrologis	Real Estate	$132.47	$126.8B	42	33	34	44	29	36	35	60	-24	6.7%	5.2%	4.1%	33.4x	17.9x	-7.0%	20	32	-18.1%exit candidate	E-commerce & Logistics
BABoeing	Industrials	$189.50	$148.3B	21	51	37	45	21	36	38	45	-7	24.8%	13.7%	-0.1%	60.9x	1.9x	-12.7%	—	37	+22.2%build	Defense Modernization
MLMMartin Marietta Materials	Materials	$477.18	$34.1B	29	43	53	40	14	36	34	39	-5	3.5%	6.6%	2.4%	13.9x	6.0x	-16.8%	—	29	-7.5%exit candidate	Reshoring & Industrial Capex
WATWaters Corporation	Health Care	$432.10	$42.3B	28	12	8	45	74	36	39	84	-45	—	2.4%	1.3%	254.9x	10.1x	+14.8%	—	47	-82.4%exit candidate	Longevity & Healthspan
CRCLCircle Internet Group, Inc.	Financials	$83.87	$21.2B	62	—	5	38	32	35	53	63	-10	—	—	—	46.9x	—	+32.7%	—	28	-70.4%exit candidate	Crypto & Digital Assets
GNRCGenerac Holdings Inc.	Industrials	$218.37	$12.8B	40	23	26	37	41	35	37	60	-23	0.6%	8.6%	3.0%	49.5x	3.1x	-3.0%	—	42	-25.6%exit candidate	Electrification & Power Demand
APTVAptiv	Consumer Discretionary	$43.55	$9.1B	32	4	60	52	14	35	18	33	-15	-5.4%	4.1%	8.4%	41.5x	0.7x	-25.0%	—	38	+59.2%accumulate	Autonomous Transport
CRLCharles River Laboratories	Health Care	$301.86	$14.3B	23	13	18	45	79	35	40	83	-42	-0.7%	1.3%	2.6%	—	4.2x	+30.6%	—	48	-31.5%exit candidate	Longevity & Healthspan
NINiSource	Utilities	$41.23	$19.7B	13	46	62	38	24	35	34	41	-8	16.6%	6.5%	-5.5%	21.8x	3.2x	-11.6%	—	34	+11.0%hold	Grid Modernization
PCGPG&E Corporation	Utilities	$13.16	$35.2B	8	44	58	38	16	35	33	36	-2	5.7%	5.3%	-12.1%	11.1x	3.8x	-24.5%	—	39	+64.2%accumulate	Grid Modernization
SOFISoFi Technologies	Financials	$15.23	$19.7B	6	32	51	43	16	34	28	38	-10	9.2%	—	—	31.0x	—	-17.9%	26	24	-23.8%exit candidate	Digital Payments & Fintech
AXONAxon Enterprise	Industrials	$414.43	$34.1B	19	49	20	42	25	34	40	49	-9	34.7%	0.6%	0.4%	171.3x	10.9x	-24.3%	30	31	-73.2%exit candidate	Defense Modernization
TLNTalen Energy Corp	Utilities	$379.77	$18.2B	30	45	41	38	36	34	39	56	-17	60.8%	0.9%	3.1%	—	8.0x	-4.3%	—	37	-40.0%exit candidate	Nuclear Renaissance
AIGAmerican International Group	Financials	$77.70	$40.8B	47	25	34	—	32	34	34	62	-28	-4.2%	—	—	13.7x	—	-1.6%	—	29	-39.3%exit candidate	—
ESSEssex Property Trust	Real Estate	$270.39	$17.4B	49	26	43	28	31	34	34	51	-17	4.7%	4.2%	6.4%	39.8x	12.3x	-9.3%	—	40	-3.1%exit candidate	Housing Undersupply
EVRGEvergy	Utilities	$81.50	$18.7B	12	28	45	37	34	34	33	54	-21	2.4%	6.4%	-5.9%	21.3x	5.3x	-5.7%	—	39	-12.6%exit candidate	Electrification & Power Demand
GPCGenuine Parts Company	Consumer Discretionary	$129.62	$18.0B	25	43	37	—	44	34	39	66	-27	5.5%	0.0%	4.2%	—	0.9x	+6.1%	—	44	-47.8%exit candidate	—
IFFInternational Flavors & Fragrances	Materials	$84.96	$22.1B	28	7	34	—	50	34	33	75	-42	-11.7%	3.0%	2.4%	83.0x	2.7x	+13.8%	—	45	-21.9%exit candidate	—
WYWeyerhaeuser	Real Estate	$18.94	$13.7B	23	26	52	28	12	34	30	36	-6	-2.6%	5.8%	3.6%	29.1x	2.7x	-20.4%	—	26	-15.6%exit candidate	Housing Undersupply
SBUXStarbucks	Consumer Discretionary	$92.28	$105.0B	59	32	25	—	29	33	36	63	-27	4.5%	53.9%	3.5%	52.9x	3.0x	-13.1%	28	28	-33.9%exit candidate	—
LENLennar	Consumer Discretionary	$74.65	$18.0B	35	12	63	28	20	33	24	29	-5	-8.0%	6.5%	4.5%	13.7x	0.5x	-10.8%	not priced75	35	+11.4%hold	Housing Undersupply
APDAir Products	Materials	$283.87	$63.7B	21	28	17	57	30	33	32	69	-37	4.5%	-3.5%	-0.5%	—	5.0x	-5.2%	32	32	-44.9%exit candidate	Semiconductor Capacity Build
UTIUniversal Technical Institute Inc	Consumer Discretionary	$20.86	$1.2B	31	25	45	46	13	33	26	38	-13	9.1%	10.4%	-2.0%	33.6x	1.3x	-55.3%	—	37	+90.1%accumulate	Reshoring & Industrial Capex
LNTAlliant Energy	Utilities	$66.46	$17.3B	23	39	39	37	24	33	34	50	-16	8.3%	5.5%	-4.5%	21.0x	6.4x	-12.9%	—	29	-18.4%exit candidate	Electrification & Power Demand
AEEAmeren	Utilities	$103.24	$28.6B	12	26	56	37	28	33	29	45	-16	3.8%	6.1%	-4.9%	18.3x	5.6x	-8.6%	—	35	-14.6%exit candidate	Electrification & Power Demand
GISGeneral Mills	Consumer Staples	$32.70	$17.3B	22	18	51	—	30	33	30	40	-10	-4.5%	-0.8%	8.9%	—	1.6x	-10.3%	—	38	+24.4%build	—
VMRKVivmark Residential	Real Estate	$61.25	$48.3B	48	24	32	28	25	33	35	52	-18	—	9.6%	3.2%	55.2x	—	-10.9%	—	32	-11.6%exit candidate	Housing Undersupply
LEUCentrus Energy Corp	Energy	$135.31	$2.6B	16	43	14	35	41	32	42	49	-7	8.5%	2.8%	-6.2%	54.4x	4.1x	-15.1%	—	26	-41.2%exit candidate	Nuclear Renaissance
ECHOEchoStar	Communication Services	$95.10	$27.0B	20	21	22	53	35	32	29	56	-27	-5.2%	-35.8%	-2.7%	—	3.0x	+0.6%	—	35	—	Space Economy
MRNAModerna	Health Care	$213.74	$85.5B	6	30	2	45	82	32	45	90	-45	-27.6%	-80.9%	-1.5%	—	36.3x	+216.9%	—	57	—	Longevity & Healthspan
SWSmurfit Westrock	Materials	$41.07	$21.8B	20	43	60	—	29	32	33	43	-10	1.7%	3.2%	4.7%	43.8x	1.1x	-4.3%	—	39	+15.5%build	—
WECWEC Energy Group	Utilities	$104.91	$34.1B	21	28	52	36	26	32	29	46	-17	8.9%	6.4%	-4.0%	20.2x	5.4x	-8.8%	—	34	-6.3%exit candidate	Electrification & Power Demand
BLDRBuilders FirstSource	Industrials	$52.14	$5.7B	31	9	61	31	12	31	21	27	-6	-9.4%	3.5%	11.2%	55.4x	0.7x	-30.6%	34	38	+72.2%accumulate	Housing Undersupply
ETREntergy Corp /De/	Utilities	$103.99	$48.6B	9	66	26	38	28	31	43	58	-15	11.4%	5.4%	-5.8%	27.0x	5.8x	-9.9%	—	30	-24.6%exit candidate	Electrification & Power Demand
ATOAtmos Energy	Utilities	$162.38	$27.5B	15	34	46	—	24	31	32	48	-16	6.5%	6.2%	-7.3%	19.6x	7.6x	-9.0%	—	28	-2.2%exit candidate	—
HRLHormel Foods	Consumer Staples	$19.30	$10.6B	27	23	56	—	28	31	28	36	-8	0.7%	3.7%	7.4%	30.8x	1.0x	-22.2%	—	31	+4.5%reduce	—
PEGPublic Service Enterprise Group	Utilities	$70.76	$35.1B	16	38	57	36	22	31	30	42	-12	12.7%	6.4%	0.8%	17.5x	4.7x	-12.1%	—	28	-6.7%exit candidate	Electrification & Power Demand
CCitigroup	Financials	$131.92	$220.1B	21	29	28	—	41	30	35	71	-36	5.0%	—	—	15.4x	—	-1.0%	42	38	-31.4%exit candidate	—
SOSouthern Company	Utilities	$87.04	$100.2B	12	26	54	35	25	30	27	45	-18	8.3%	6.0%	-3.5%	23.0x	5.6x	-9.3%	50	33	+1.0%reduce	Electrification & Power Demand
AWKAmerican Water Works	Utilities	$129.55	$25.8B	13	33	45	—	32	30	33	54	-21	7.2%	5.9%	-4.0%	22.9x	7.8x	-1.5%	—	34	-11.9%exit candidate	—
CNPCenterPoint Energy	Utilities	$39.03	$25.7B	23	28	38	38	26	30	30	52	-22	5.2%	5.7%	-10.4%	24.0x	5.0x	-10.8%	—	29	-13.6%exit candidate	Grid Modernization
FEFirstEnergy	Utilities	$45.36	$26.2B	10	42	46	37	26	30	32	49	-17	11.3%	4.9%	-6.7%	24.6x	3.5x	-7.9%	—	30	-9.6%exit candidate	Electrification & Power Demand
PRIMPrimoris Services Corp	Industrials	$82.79	$4.4B	21	13	50	39	19	29	22	37	-16	5.1%	8.1%	2.0%	31.8x	0.7x	-6.6%	—	39	+31.3%accumulate	Grid Modernization
IPInternational Paper	Materials	$31.74	$17.0B	9	41	49	44	17	29	27	43	-17	13.8%	-8.5%	2.9%	—	1.1x	-13.0%	—	27	-2.4%exit candidate	E-commerce & Logistics
COINCoinbase	Financials	$180.39	$47.5B	34	18	—	36	36	28	28	40	-12	-10.4%	—	—	—	—	+11.7%	44	33	—	Crypto & Digital Assets
FITBFifth Third Bancorp	Financials	$50.82	$46.1B	27	17	24	—	31	27	28	66	-38	—	—	—	19.7x	—	-10.9%	—	31	-34.7%exit candidate	—
WBDWarner Bros. Discovery	Communication Services	$30.95	$77.7B	10	6	23	44	56	27	26	72	-45	-6.1%	-1.6%	2.8%	—	2.9x	+18.5%	—	39	-33.3%exit candidate	Streaming & Digital Entertainment
XELXcel Energy	Utilities	$74.17	$46.3B	8	31	35	36	26	27	28	53	-25	—	4.7%	-16.6%	20.7x	—	-7.5%	—	30	-18.3%exit candidate	Electrification & Power Demand
DOWDow Inc.	Materials	$28.12	$20.5B	6	9	27	46	26	25	21	56	-35	-7.7%	-4.3%	-1.1%	—	0.9x	-7.2%	—	29	-2.4%exit candidate	Reshoring & Industrial Capex
SRESempra	Utilities	$81.88	$53.5B	7	13	23	44	22	23	21	56	-35	1.7%	3.4%	-10.9%	27.3x	6.5x	-12.3%	—	25	-7.9%exit candidate	Electrification & Power Demand
MOSMosaic Company (The)	Materials	$18.85	$6.1B	9	21	44	—	13	21	21	36	-15	8.8%	-0.9%	-15.6%	—	0.9x	-17.8%	—	32	+22.0%build	—