[!WARNING] 翻译质量评估未完全通过 (Quality Audit Failed) 发现以下潜在质量问题： - missing numeric tokens from source: 024673, 043566, 044186, 061397, 426903, 439304, 481745, 483756, 499122, 501134 - Missing proper nouns in translation: About Our Funds The, Activist Filings
Nano Dimension, Adams Natural Rscs Fd, Adv
Global Atlantic, Advanced Micro Devices, Advantage
Global Atlantic, Advantage Among, Advisor Independent Summits
For, Advisory
Equitable, Advisory None
- source dates, money, or percentage tokens may be missing
- translated output contains large residual English-looking blocks
本刊 % 最初在美国出版，并在当地重新印制以供区域发行。
第 CVI 卷 第 30 期 2026 年 7 月 27 日 美国版
07.27.26 第CVI卷 第30期
10 封面故事
布局全球制造业繁荣的 10 种方法 建设规模已远超 AI 数据中心，诸如 Jacobs Solutions、United Rentals 和 Rockwell Automation 等公司有望从中获益。
RESHMA KAPADIA
专题报道
雅培 (Abbott)、丹纳赫 (Danaher) 及另外 4 家 医疗技术廉价股
BILL ALPERT
马斯克正在失去他的魔力——而 特斯拉 正在为此付出代价
AL ROOT
AL ROOT
这家 SpaceX 供应商在一年内可能 飙升 40%
美国 250 强： 《国富论》如何 助力塑造美国
KENNETH G. PRINGLE
问答：卡托研究所 (Cato Institute) 的 Jai Kedia 有一套修复美联储的计划
EMILY RUSSELL
其他声音：联邦债务将 限制 AI 支出
RAPHI SCHORR
插图：Matthew C. Kramer
13 KAREN HUBE 100 佳年金产品：购物指南 旨在防止退休后资金耗尽的产品正日益受欢迎，且理由充分。如何选择正确的产品——并避开潜在陷阱。
封面插图 Jacey Tec
部门 专栏
4 RANDALL W. FORSYTH — 华尔街起伏
5 JACK HOUGH — 街头睿见
23 LEWIS BRAHAM — 基金
24 IAN SALISBURY — 收益投资
24 GEORGE GLOVER — 经济
25 ADAM LEVINE — 技术交易员
29 ALEX ROSENBERG — 交易员
32 CRAIG MELLOW — 国际
2 公司索引
6 回顾与展望
34 内部消息，13DS
35 赢家与输家
36 市场观点
55 读者信箱
电视节目 观看巴伦周刊 圆桌会议 Fox Business 频道 周五东部时间晚上 7:30 以及 周六和 周日 上午 9:30 和 10:30
巴伦周刊 2026年7月27日 华尔街起伏
威胁。 TIPS 是一项不错的投资。
情况正变得严峻。也就是说，在利率方面。这正给债券和股票市场带来一次现实的冲击。
实际无风险债券收益率多年来未曾如此之高。五年至 10 年期的实际收益率自 2023-24 年以来尚未达到当前水平。至于 30 年期债券，你必须追溯到 2008-09 年金融危机期间，才能看到接近 3% 的实际收益率。
实际利率是指在扣除通货膨胀影响后所获得的收益。当你可以在几乎没有风险的情况下获得健康的实际利率时，一项风险投资就需要提供显著更高的回报。
并非巧合的是，随着以国债通胀保值债券（TIPS）为代表的实际收益率触及多年高点，标普 500 指数遭遇了其首次连续两周下跌。常规和名义国债收益率也随布伦特原油价格的上涨而攀升至数月及数年高点，该原油价格在周四首次突破每桶 $100 大关（自五月以来首次）。
实际利率的上升为投资者带来了危险与机遇。GMO 资产配置共同主管 John Thorndike 表示：“投资者持有 TIPS 得到了很好的补偿。”他指出，该公司一直在将其多资产组合（包括 GMO 动态配置交易基金）中增加长期 TIPS。
对于投资期限较长的人来说，TIPS 提供了一种对冲通胀率持续走高风险的方法。
[[IMG_XXXX]] 以国债通胀保值证券 (TIPS) 为代表的实际收益率正触及多年高点。
作者：RANDALL W. FORSYTH
为了说明这一点，基准 10 年期国债在过去一周的收益率为 4.68%，而相应的 TIPS 到期收益率提供的实际收益率为 2.42%。这两个收益率之间的差额代表了市场隐含预期的 2.26% 的“盈亏平衡”通胀率。如果未来十年消费者物价指数的年度增幅更高，TIPS 的通胀补偿将使其成为更好的买入选择。
Thorndike 解释说，实际收益率的上升意味着市场正在计入更高的资本成本。这反映了对资金建设人工智能项目的需求、随之而来的对能源项目的强劲需求，以及为了补偿投资者承担政府通过巨额且持续的赤字进行借贷风险而支付的“期限溢价”。
Bianco Research Advisors 的 Alex Malitas 在周五的一份客户简报中指出，实际收益率还反映了联邦储备委员会的政策。他发现，从 2009 年到 2022 年初，当美联储积极实施量化宽松（通过购买政府证券向金融系统注入流动性）时，10 年期 TIPS 的实际收益率平均仅为 0.23%。相比之下，在世纪之交至 2009 年的量化宽松前时期，10 年期实际收益率平均为 2.74%。
“我们认为当前时期应该看起来像印钞前的时期，事实也确实如此，”他写道。“这也意味着 10 年期实际收益率在变得过于限制之前（可能在 3% 以上）还可以进一步走高。”当然，美联储主席 Kevin Warsh 已将缩减美联储资产负债表作为长期目标，这将与“印钞”背道而驰。
对于风险较高的投资，更高的实际利率必然意味着未来收益流的现值评估降低。这种影响似乎近来正在冲击股票，尤其是那些与 AI 相关的股票。
直到最近，科技行业
[[IMG_XXXX]] 著名做空者 Jim Chanos 认为，科技行业的利润正以一种让人想起互联网时代 (era,) 的方式被美化。
据称，这并非处于估值泡沫中，而是一个收益泡沫。因此，基于分析师对未来 12 个月的收益预测，S&P 500 指数的市盈率低于 20，这是一个相对宽松的估值。但吉姆·查诺斯（Jim Chanos）认为，利润正以一种让人想起互联网 era, 时期的方式被美化。查诺斯目前在其以个人名字命名的公司中管理自有资金，并以对高估股票的做空预判而闻名。他在一次采访中解释说，会计准则让这些数字看起来更漂亮。AI 繁荣期的设备销售方（如 英伟达）会立即记录销售带来的收入和利润。而设备的买方，例如 Alphabet 等超大规模云计算厂商，则不会立即在损益表中将这些采购计入费用。资本设备是在其预期的使用寿命内进行折旧。而且，对于已购买但尚未“接通”的设备，在正式投入使用之前，其费用不被确认。市场正逐渐意识到这种会计效应。今年，尽管近期经历了回调，芯片股依然大幅上涨，而超大规模云计算厂商的股价顶多是持平。上周 Alphabet 的财报反应鲜明地说明了这一点。投资者关注该公司由于预计今年 AI 资本支出高达 $205 billion，导致自由现金流为负。今年迄今为止，Alphabet 已不得不通过股票和债券销售筹集近 $85 billion，这对于一家曾能轻松通过内部资金满足资本需求的公司来说是一个转变。随着实际利率上升，AI 繁荣期的融资成本正在增加。根据 CME FedWatch 网站的数据，美联储在下周政策会议上提高短期利率目标的概率从一周前的 13% 攀升至周五的约 36%。但考虑到通胀率仍高于美联储 2% 的目标，且油价再次飙升，美联储在 9 月中旬的会议上加息 25 个基点的概率约为 80%。所有这些因素加在一起，构成了市场的一个真实问题。B
2026年7月27日 巴伦周刊 (BARRON’S) 5 STREETWISE（街头智慧）
“足够好”是否足够？
我倾向于过多地使用“狂喜”一词。大概是因为小时候上过太多主日学校。所以让我们这样说吧：随着第二季度财务业绩的陆续出炉，盈利增长率正处于某种介于新鲜出炉的曼拿（manna）与吹号天使之间的状态。但这是否足以击败空头？
去年年底，大胆猜测第二季度盈利的华尔街分析师预测平均增长率为 14%。在预测遥远的季度时，使用较大的数值作为占位符，然后在财报季临近时将预估值降低到更容易被超越的水平，这是一种相当普遍的预测习惯。但这次情况并非如此。
到 6 月底，分析师预测的盈利增长率为 22%。就在上周四，随着标准普尔 500 指数（S&P 500）中约五分之一的公司发布数据，增长率被定在 25%。Evercore ISI 通过推算公司超出盈利预测的幅度认为，我们最终可能会获得接近 28% 的增长。这是二战以来典型年增长率的四倍。
股市的涨幅最近则滞后了。我绝不会对此抱怨——标准普尔 500 指数在过去十年中让投资者的资金翻了四倍。今年，到 5 月中旬，它已经实现了 10% 的涨幅，这相当于典型的全年回报率。但现在已经是 7 月下旬，尽管有这些卓越的财务业绩，我们的涨幅仅在 9% 左右。关于一次礼貌性的反弹，我该找谁谈谈？
有些担忧是合理的。伊朗重启的袭击将布伦特原油推回至每桶 $100，美国汽油价格升至每加仑 $4。债券收益率在上升。而中国在被剥夺美国最先进的人工智能芯片后，已经找到了某种像《吉根岛》(Gilligan’s Island) 一样化腐朽为神奇的方法，以折扣价实现了“足够好”的超级计算。
电视节目中的遇难者将竹制固定自行车进行了创造性利用，而中国的方法则更多地依赖于开源软件和大规模的优化实用型芯片阵列。一家投资银行将美中 AI 之战比作 20 世纪 80 年代的 Betamax 与 VHS 录像带之战。Beta 在技术上更先进，但获胜者 VHS 足够好且授权费用低廉。
这解释了为什么谷歌母公司 (Alphabet) 的股价在周四大跌 7%，尽管该公司报告了大幅增长的营收和盈利（包括来自云计算的业绩）。该公司还将今年的资本支出指引提高了 $15 billion，使其区间中位数为 $200 billion，并表示明年的支出将“显著增加”——据摩根士丹利估计，将达到 $375 billion，几乎相当于其价值的……
作者：JACK HOUGH
BARRONS.COM/PODCASTS
在《巴伦周刊》的每周播客中，专栏作家 Jack Hough 将为您分析值得关注的公司、人物和趋势。这是您从未听过的华尔街。请在 Spotify、Apple Podcasts 或您喜爱的听写应用中订阅 Barron’s Streetwise。
可口可乐还是卡特彼勒。这使得自由现金流大幅转负。谷歌母公司 (Alphabet) 一直在通过发行债券来筹集资金。
Seaport Research Partners 的首席股票策略师 Jonathan Golub 依然看好美国大盘。他说：“人们普遍认为股市上涨太快，因此这是一个问题。但只要该公司产生的收益也在增长，那么即使你花更多的钱买入股票，也不一定意味着它变得更贵了。”Golub 表示，AI 公司似乎是在针对巨大的需求进行投资，而不是超前投资。标普 500 指数成分股公司的中位数收益增长率在 8.5%，看起来是可持续的。在科技领域，由于对现金流的担忧，Golub 对半导体和硬件的信心高于超大规模数据中心构建商。在科技之外，他认为金融股被“严重低估”，但由于增长乏力，他建议防御型投资者应优先选择短期国债而非许多消费必需品股票。
让我们谈谈我最近是如何失去“亿万富翁”身份的，而这件事之所以更令人痛苦，是因为我之前根本没意识到自己曾达到过那个标准。“你是一个时间亿万富翁吗？”德意志银行的一份新报告中的分析师如此问道。所谓“时间亿万富翁”，是指一个人还剩下 10 亿秒的寿命，大约是 31½ 年。我通常很喜欢用新颖、花哨的方式来描述简单的概念。例如，我现在不再说“午睡”——而是在进行“昼夜节律管理”。“时间亿万富翁”只是“年轻”的另一种说法，所以我准备全力拥护。但出于好奇，我计算了一下精算数据。
第二季度收益平均增长了 25%，涨幅巨大，且可能进一步走高。然而，股票价格已不再同步跟进。
我稍微通过“安然式”的操作操纵了一下数据，通过将我居住的统计学意义上的健康县份计入死亡率信用，却没提到我在体重指数（BMI）量表中所处的社区并不那么理想。我发现我仅值 938 million。更糟糕的是，我禁不住深入挖掘，想看看在我不知不觉跌破 10 亿秒的那一天，我的注意力可能被什么吸引了。结果发现，一名穿着绿色两件套跑步装的澳大利亚学者 Rachael “Raygun” Gunn，凭借她在巴黎奥运会上的地板舞表演——包括像袋鼠一样跳跃和在地面打滚——在互联网上走红。Netflix 即将推出一部关于此的纪录片，名为《Untold Raygun: Breaking Badly》。这并不是一个关于地板舞的警示故事。德意志银行关于时间亿万富翁的报告有一些惊人的发现。年轻投资者对未来一年的强劲回报持有“压倒性的信心”。大多数人表示希望增加风险。以 10 比 1 的比例，34 岁以下的美国人表示他们愿意让 AI 为其执行交易。作者写道：“如果人们将通货膨胀、技术颠覆和资产价格分化视为威胁，那么冒险就可能成为防止被时代抛弃的一种对冲。”该研究提出了关于年轻投资者在社交媒体财经影响者、加密资产和零佣金时代成长起来的理论。作者写道：“投资决策在数字社区中被讨论、比较、游戏化，有时甚至被庆祝。”这会让“冒险的感觉不再那么孤立”，放大“错失恐惧症”（FOMO），并降低“失败的情绪成本”。给年轻人的建议是：拥抱风险，但要通过长期持有廉价的股票指数基金来达成，而不是炒作加密货币。将 AI 作为获取快速答案的来源，而不是交易伙伴。远离聊天室。听一个前“10 位数秒数剩余俱乐部”成员的建议：时间是一项强大的资产，只要你在它像袋鼠一样跳走之前明智地投资即可。B
-20
沉重地摔在地上
在首次公开募股（IPO）仅一个多月后，SpaceX 的表现成为了自 2008-09 年金融危机结束以来，所有美国主要上市股票中上市后最糟糕的表现之一。一份《巴伦周刊》的分析发现，自 2009 年 7 月以来，SpaceX 的股价表现差于 90% 的市值在 $1 billion 或以上的美国 IPO 股票。在其前 27 个交易日中，SpaceX 的股价较首日收盘价 $161. 下跌了 23%。在 955 宗公开发行中，典型的 IPO 在同期的回报率为 0.8%。
IPO 的糟糕表现并不决定公司的长期轨迹。Meta 在经历了动荡的亮相以及禁售期届满导致股价疲软后，最终给予了投资者回报。SpaceX 面临着类似的挑战。创始人埃隆·马斯克持有的股份被禁售至 2027 年 6 月。届时，该公司 13 billion 股流通股中约 60% 将符合出售条件。其他投资者的禁售期较短。
在禁售期届满前后的几周内，重大的禁售到期通常会压制动能股的需求。一个缓解因素是：SpaceX 被纳入主要股票指数将触发指数跟踪投资者的实质性买入，有助于抵消抛售压力。SpaceX 已经加入了罗素 1000 (Russell 1000) 和纳斯达克 100 (Nasdaq 100) 指数。在公开交易至少一年并满足该指数的盈利要求后，它可能会加入标准普尔 500 (S&P 500) 指数。—Elijah Nicholson-Messmer
-10
$50
51,947.25 道琼斯工业平均指数 (DowIndustrials): -199.17 828.26 道琼斯全球指数 (DowGlobalIndex): - 2.32
快速上涨后陷入低迷 在短暂的飙升之后，SpaceX 的表现远低于 IPO 的常规水平。
IPO 至今回报率
典型 IPO 表现 SpaceX
30%
-30
所有 IPO 中中间 50% 在这一范围内交易。
5 天 10 15 20 25
注：以首日收盘价为基准。典型 IPO 表现代表 2009 年以来上市的 955 支股票在首 27 个交易日内的中位数回报率。
来源：FactSet
Meta 的坎坷开局 该股花费了一年多时间才最终攀升至首日收盘水平之上。
最终
Meta 每日收盘价 禁售期
第 2 第 4
第 1 结束 第 3
上周 本周
市场：周二的股市反弹在周四戛然而止，当时伊朗支持的胡塞武装袭击了红海的两艘沙特油轮，导致原油价格触及每桶 $100。受通胀担忧影响，10 年期国债收益率升至一年多以来的最高水平。科技股被抛售， “七巨头” (Magnificent Seven) 股票当日市值蒸发 $889.3 billion。周五股市涨跌互现。本周，道琼斯工业指数下跌 0.38%，为连续第三周下跌，标准普尔 500 指数下跌 0.61%，纳斯达克指数收低 2.13%。
公司：谷歌母公司 (Alphabet) 的收益超出预期，但其对人工智能支出增加的预测导致股价下跌。谷歌母公司 (Alphabet) 旗下的 Google 因利用其主导的搜索引擎非法削弱竞争，被欧盟罚款 $1 billion。芯片制造商英特尔 (Intel) 报告的收益几乎是分析师预期的两倍，这得益于强劲的 AI 需求。
交易：Penske Corp. 和日本投资公司三井 (Mitsui) 提议收购 Penske Automotive Group，该交易价值可能达 $3.78 billion，拟以每股 $210 将这家汽车经销商连锁公司私有化... 美国批准了一项与沙特阿拉伯达成的里程碑式协议，为该国提供民用核计划，并可能为在该国领土上进行铀浓缩开辟道路... 薯片和咸味零食制造商 Utz Brands 将通过与德国 Intersnack Group 的合并而私有化，企业价值约为 $2.9 billion。
数据看板 (THE NUMBERS)
OpenAI 最新的 预计到 2030, 在计算能力上的 支出，高于 早前的 $600 billion。
今年 30 年期 国债交易价格 高于 5% 的天数， 为 2007 年以来 最多。
在 barrons.com/reviewpreview 订阅 《回顾与展望》每日通讯。
本周大约有 160 家标准普尔 500 指数成分公司将发布业绩，其中包括“七巨头”中的四家。波音、可口可乐和 Visa 将在周二公布收益，随后 Meta Platforms、微软、宝洁和星巴克将在周三公布。亚马逊、苹果和万事达卡将在周四报告季度业绩，而 AbbVie、雪佛龙和埃克森美孚将在周五为本周收尾。
联邦公开市场委员会 (FOMC) 将公布其货币政策决定。根据 CME FedWatch 工具，FOMC 将联邦基金利率上调 0.25 个百分点至 3.75%-4.00% 的概率大约为三分之一。6 月份低于预期的通胀数据给央行提供了一定的缓冲空间，但华尔街认为这是暂时的，共识观点是 9 月份将加息。
美国经济分析局将发布 6 月份个人消费支出 (PCE) 物价指数。经济学家预测同比增长 3.7%，比 5 月份低 0.4 个百分点。核心 PCE 预计将增长 3.3%，而 5 月份为 3.4%。
2024 年，个人退休账户 (IRA) 余额至少达到 $25 million 的美国人数，是 2019 年人数的两倍多。
加州马里布 (Malibu) 遭受山火破坏后，单户住宅的中位挂牌价一年内的跌幅。
插图：Elias Stein
M
Danaher、Intuitive Surgical 以及该行业的其他公司此前遭受重创。但它们很可能反弹。我们对其中六家最大的公司进行评估。
作者：BILL ALPERT
在收到手术机器人先驱 Intuitive Surgical 和分析设备供应商 Danaher 的消息冲击之前，医疗设备股已经是今年表现最差的板块之一。Intuitive 在 7 月 16 日表示美国手术增长略有放缓后，股价下跌了 17%。Danaher 在上周二告知投资者其生物工艺供应销售不足时，股价下跌幅度高达 14%。这一切都证实了市场对医疗保健利用率下降的担忧，而这种担忧导致 iShares 美国医疗设备交易所交易基金今年下跌了 20% 以上。这些担忧被夸大了，医疗科技股目前正处于低估状态。现金流收益率为 5% 至 6% 的设备制造商目前的交易价格比标普 500 指数低 20% 至 30%。“我有能力投资这些高质量的医疗科技公司，其自由现金流收益率比国债还高，”专注于医疗保健的对冲基金公司 Bridger Management 的联合创始人 Blake Goodner 表示。医疗科技股下跌的主要原因是人工智能热潮，因为成长型投资者将筹码堆在了英伟达以及其他超大规模支出受益者身上。随着 AI 热情回归常态，设备股将重新获得关注。另一个担忧是，由于《平价医疗法案》（Affordable Care Act）的保费补贴于 12 月结束，患者正在推迟医疗手术。Goodner 认为联邦医疗保健支出正在企稳。在经历了一段时间的年度负增长更新后，Medicare Advantage 的支付率终于转正。随着期中选举临近，共和党已停止威胁要“废除并取代”ACA（即“奥巴马医改”）。“在这个医疗科技生态系统的很大一部分中，你虽然看到增长在放缓，但依然具有韧性，”Goodner 说。“而且你看到利润率和自由现金流在扩大，这可能会带来更多的股票回购、股息以及并购。”基于这一前景，我们对六家最大的医疗设备股进行评估。 B
Abbott Laboratories (ABT / NYSE)
$150
$150
$100
2024 '25 '26
2024 '25 '26
2024 '25 '26
2024 '25 '26
2024 '25 '26
2024 '25 '26
2024 '25 '26
近期价格：$100.57
2027E P/E：16.6
n Abbott Laboratories 以亮眼的 6 月季度业绩缓解了该行业的阴霾，结果显示利润率有所扩大，甚至营养品等缓慢增长的部门也实现了增长。新的营养产品为 GLP-1 用户提供蛋白质。用于治疗心律失常和监测糖尿病的设备即将推出。由于该股目前的股价仅为明年预测收益的 16 倍，Raymond James 分析师 Jayson Bedford 认为 Abbott 的股价有望上涨 15%。
Medtronic (MDT / NYSE)
$120
近期价格：$81.89
2027E P/E：13.1
n Medtronic 用于清理颈动脉的产品增长迅速，但其针对心脏病专家和神经科专家的主打产品增长并不明显。预计总销售额增长将从本财年的 7% 减缓至下一财年的 4%。该股的交易倍数较低，仅为明年收益的 13 倍，但投资者可能希望等到增长趋势重新显现后再入场。
市值：$175.2 B
2027E 营收增长：9%
市值：$104.8 B
2027E 营收增长：4%
Danaher (DHR / NYSE)
$300
近期价格：$179.14
2027E P/E：19.4
n Danaher 的 6 月季度受到了用于分离生物技术材料的树脂订单延迟的影响。这导致公司将全年的销售增长预测从 6% 下调至 4%。随后该股的暴跌是不合理的。事实上，Danaher 的季度盈利超过了预期，并将全年盈利指引上调至每股约 $8.53。其实验室供应的需求依然稳健，竞争对手 Thermo Fisher Scientific 周四公布的良好 6 月业绩便证明了这一点。
Boston Scientific (BSX / NYSE)
近期价格：$42.97
2027E P/E：11.6
n Boston Scientific 在大型设备公司中受打击最严重。在公司将 2026 年的销售增长指引从 10% 下调至 8% 后，该股今年下跌了 50%。对于一次小幅调整来说，这次抛售规模巨大。该公司管理良好且有新产品即将推出。目前其股价仅为远期盈余的 12 倍，拥有大规模的股票回购计划，且预期年现金流 $4 billion 相当于 6% 的收益率。
市值：$125.9 B
2027E 营收增长：8%
2027E 营收增长：8%
市值：$63.9 B
Intuitive Surgical (ISRG / Nasdaq)
$800
近期价格：$340.69
2027E 市盈率：28.5
2027E 营收增长：13%
n 机器人手术先驱 Intuitive Surgical 在过去二十年里一直超出增长预期。去年，其指引的手术增长率为 14%，最终达到了 18%。尽管 6 月份的利润增长了 24%，但由于 7 月 16 日的季度报告中没有提高指引，导致股价下跌。该股的下跌是一个买入机会。强生公司（Johnson & Johnson）刚刚宣布的竞争不会损害 Intuitive 的机器人垄断地位。华尔街很少有人认为该股的上涨空间低于 20%。
Edwards Lifesciences (EW / NYSE)
近期价格：$84.37
2027E 市盈率：25.0
2027E 营收增长：10%
n 在其他医疗技术股票大跌之年，Edwards Lifesciences 的股价保持了价值。这是因为随着其微创心脏瓣膜销售的持续增长，该公司超出了盈余预期。周四，该公司宣布 6 月的销售额和盈余也高于预测。Raymond James 的 Bedford 将 Edwards 称为“大盘医疗技术领域中最纯粹的增长故事之一”。
市值：$120.4 B
市值：$48.6 B
[页眉/布局噪声]
KPMG 根据审计标准对 S&P 500 指数基金执行了约定程序。报告与标准截至 0008。会计日期为 01020。报告日期会计数据为近似值。报告现金流提供现金报告，但在相关指示处现金报告不可用。交易价值及潜在交易金额将随交易定价、市场情况或其他时间段而波动。正确报告或价格仅限于报告现金流的时间。对于提供的过去期间报告，期间结束日为 12, 11.02.12,1115 或指数基金日期 10036。KPMG (UK) Ltd。期间结束日为 1 1（针对 KPMG）。对于通用 KPMG (UK)，它是通用 KPMG 指数（前任指数）的继承者，该指数最初作为合成指数启动。前任指数的报告日期为 0422（周三）。
通用 KPMG (UK) 是前任指数行政委员会合并与报告行为的继承者。任何提供给通用 KPMG (UK) 且与 1124 年 2 月 0 日之前趋势相关的持续指令，均属于前任指数。S&P 500 指数是一个由 500 个等权重成分股组成的指数，包括美国国家补助金 (Added National Grants) 00 公司的企业。指数标准可能会发生变更和修改，不应被视为购买或出售任何证券的陈述。如果交易修改，请考虑交易摘要、截止日期、报告及指数的一般追踪记录。预测及延迟预测包含本指南及其他关于指数或排名的指令，截止日为 12, 11.02.12,1115 或日期 KPMG (UK) Ltd。对于预测及延迟预测，请修改或参考其他一般追踪记录。
交易摘要结束。潜在损失是有可能的。(UK) 实体旨在适应不适用于追踪合成指数的最终结果。(UK) 实体的估值倍数或类似值为 17.9104.2%。某些容器的容器 62128。
[数据表格/噪声占位符] - Nano Dimension, Adam Smith, Adv - Global Atlantic, Advanced Micro Devices, Advantage - Global Atlantic, Advantage - Among, Advertising Director - Abby Michaelson, Abby Schultz, About Our Funds - The, Activist Filings - 359.88, 17914.9517880.30, 2401
特斯拉正在为此付出代价。
季度盈利低於预期 $1.3 billion，引发了广泛的质疑。 一些投资者已经厌倦了“炒作之后缺乏落实”的情况。
作者：AL ROOT
特斯拉在财报公布后的下跌 所揭示的，比盈利未达标 更令人不安：埃隆·马斯克 可能正在失去他的“点金之手”。 这件事无法美化： 特斯拉的第二季度财报表现糟糕。本周三晚上，特斯拉宣布第二季度营业利润为 $398 million，低于一年前的 $923 million，且远低于 FactSet 统计的华尔街 $1.7 billion 的预期。这 $1.3 billion 的差距是由定价走弱、车型组合恶化、监管信用额度销售下降、成本上升以及研发支出增加造成的。
然而，盈利未达标是特斯拉面临的问题中最小的一个。买入还是卖出该股票，从来不是一个基于基本面的决定。这始终是对未来的博弈，以及对马斯克能够比任何人都更清晰地预见——并阐述——未来的能力的押注。但随着股价在财报发布后下跌 14%，人们担心市场已开始怀疑他的远见。 “投资者对于‘炒作之后缺乏落实’的情况正逐渐失去耐心，”Future Fund 联合创始人 Gary Black 表示。
在财报电话会议上，炒作氛围浓厚。马斯克表示，自动驾驶出租车（robo-taxi）业务继续保持“极高的复合增长率”，而机器人仍将是“有史以来最大的产品”。这位阴晴不定且多变的首席执行官甚至介绍了一项潜在的新业务：Megapod，这本质上是一个小型模块化人工智能数据中心，由特斯拉硬件承担大部分计算工作。
华尔街似乎并未对特斯拉的未来过度担忧。在季度财报公布后，没有分析师立即上调或下调股票评级；而根据 FactSet 的数据，平均目标价仅下降了 $8, 至 $392,。分析师群体似乎在观点上达成了一致，即特斯拉现在投入更多是为了将来赚得更多，而更高的支出通常会挤压利润率。在报告中随处可见诸如“处于业务转型期”、“必要的资本支出周期加速”以及可能迎来一个“转型之年”之类的措辞。
尽管如此，该股票在周四的跌幅大约是目标价跌幅的七倍，这表明投资者信心开始减弱。这将是一个巨大的转变。马斯克的伟大天赋一直在于能够让市场认可其潜力，这也是特斯拉股票目前的交易价格大约是 175 倍 2026 年盈利，而“七巨头”中的其他公司平均交易价格仅为 24 倍的主要原因。 “目前的估值已经表明，投资者不再关注车辆交付量，而更关注高利润的软件、自动驾驶、能源以及最终的机器人收入是否能足够快地到来，以抵消结构性下降的汽车利润率，”Rex Shares 董事总经理 Bill Birmingham 表示。
解决方案很简单：马斯克需要拿出结果。他过去做到了。特斯拉在历史上几乎售出了 10 million 辆电动汽车，并且有 1.5 million 人为公司的全自动驾驶（FSD）驾驶辅助产品付费。现在，特斯拉需要的更多是自动驾驶出租车，而非营业收入，或者是能够成为下一个高利润收入流的人形机器人——任何能够让马斯克的叙事塑造能力恢复到全盛状态的东西。 “我们之前也经历过特斯拉这种走钢丝的状态，”Canaccord 分析师 George Gianarikas 表示。尽管他在财报后将目标价下调了 $40, 至 $410,，但他仍将特斯拉股票评级为“买入”。“历史告诉我们，做空埃隆·马斯克通常是徒劳的。”
股东们最好希望历史能够重演。 B
仍可延续。
“教育投资”（Investing in Education）是巴伦周刊 (Barron’s) 集团发起的一项计划，旨在为学生提供免费访问巴伦周刊 (Barron’s) 和 MarketWatch 数字内容的权限，以及体验式学习资源。我们感谢像您一样的捐赠者，正是因为有了您的支持，我们的计划自 2018 年以来已在 100 多所学院、大学和高中取得成功。
如果您想了解如何将您的经验分享给学生，同时以慈善方式支持您选择的学校，请通过 BarronsEDU@barrons.com 与我们联系以了解更多信息。
诺华（Novartis）今年开始在北卡罗来纳州建设一个 700,000 平方英尺的制造中心，这是该瑞士制药公司在美国制造及研发领域 230 亿美元投资的一部分。韩国韩华集团（Hanwha Group）正投入 50 亿美元扩建原费城海军造船厂，以助力重建美国造船业。在印度的库奇（Kutch）沙漠，风力涡轮机、太阳能阵列和高压输电设施正在安装，旨在打造全球最大的可再生能源园区，因为该国希望减少对外国石油的依赖。当数据中心和人工智能占据头条新闻时，一场较少被关注的建设热潮正在全球范围内展开，各国试图通过重启工业以增强国家和经济安全。这一新的全球工业周期激发了对建筑工地建筑材料和设备、可再生能源和电网所需大宗商品、工程服务，以及建设新工厂或改造现有工厂所需的自动化和工业组件的需求。所有这一切都意味着投资机会。“我们正处于四到五个同步的资本支出繁荣期，”Federated Hermes 副首席投资官 Steve Chiavarone 表示，他认为这次基础设施建设是自 19 世纪末美国铁路以来规模最大的一次。除了数据中心，这还包括升级国家电网、为了规避关税将生产转移回美国以及工厂现代化。所有这些都要求升级基础基础设施，如港口和桥梁。在特朗普第一任期内，美中竞争和新冠疫情促使人们讨论将供应链多元化以脱离中国。但去年的全球关税、中国在贸易谈判中成功利用其稀土主导地位作为筹码，以及另一系列冲突，使得这些努力加速推进。这反过来又促使各国竞相使其能源来源多元化并重新配置供应链，尤其是针对稀土磁体或药物所需基础化学品等关键材料。
安全至上 “安全日益成为一项全方位的工业政策，”First Eagle Investments 的基金经理 Benjamin Bahr 表示。“自特朗普第二任期以来，地缘政治和需求有所加速。随着两场影响物流的主要地缘政治冲突以及 AI 和电气化带来的需求激增，支出已从政策构想转变为必然需求。”美国今年公布了一项 120 亿美元的公私合作伙伴关系计划，其中包括对 MP Materials 等公司的投资，以缓解中国在从汽车到武器等各类产品所需稀土方面的垄断。日本首相高市早苗（Sanae Takaichi）提议在 17 个领域投资 2.3 万亿美元以振兴日本经济，并重点考虑安全问题。欧盟已提议一项 8000 亿欧元（9140 亿美元）的重新武装和基础设施方案。印度，在受到冲击后...
[[IMG_XXXX]] 插图：JaceyTec
受伊朗战争影响，预计今年将投资 $170 billion 以通过电网改良以及对核能和太阳能的投资来增强能源韧性。投资者们已经察觉到了这一点。State Street Industrial Select Sector SPDR 交易所交易基金在过去一年中上涨了约 20%。工业股目前的交易价格相对于 S&P 500 指数具有中到高个位数的溢价，而不再像往常那样持平。这部分原因是随着美国走出 25 年的制造业资本支出下降期，制造业正摆脱低迷状态。摩根士丹利美国多行业研究负责人 Chris Snyder 预计，未来 20 年美国制造业将增加 $10 trillion 的支出。而且这还没有将数据中心的支出计算在内。Snyder 表示，这些支出将使美国工业经济从几乎零增长转变为 3% 以上的年增长率。他补充道，这为相关股票创造了有利背景，可能会将估值推高约 30%。
Jefferies 工业分析师 Stephen Volkmann 将这次工业军备竞赛比作 20 世纪 60 年代——当时在冷战期间的国防与太空支出、技术现代化以及郊区化背景下，兴起了艾森豪威尔高速公路系统的建设和制造业建设热潮。
繁荣的工厂 美国 ISM 制造业采购经理人指数在 5 月达到 54，为 2022 年中期以来的最高点，也是连续第五个月处于扩张区间。全球制造业 PMI 在 6 月达到 52.2，接近近年来最强读数；而摩根士丹利的亚太区策略师认为，亚洲正进入本世纪初以来最强劲的工业周期。AI 投资的任何回调都将打击许多公司，并可能影响更广泛的市场。但基金经理预计，与国家安全、自力更生和基础设施升级相关的支出，对于各国追求的韧性而言仍至关重要。策略师认为，这次工业周期将具有持久力。随着政府的投资，他们为其他参与者创造了激励。风险投资公司 Andreessen Horowitz 启动了“美国动力”（American Dynamism）业务，专注于增强国家经济安全的国防、制造和航空航天初创公司。摩根大通启动了一项 $1.5 trillion 的“安全与韧性计划”（Security & Resiliency Initiative），旨在通过直接股权投资来填补国家安全关键领域的缺口。这包括机器人、药物前体和稀土，以及 AI、量子计算和网络安全等前沿技术。此外，该类别还包括：国防技术、电池存储以及增强电网韧性的方法。一些受益者（如欧洲国防公司）已经经历了强劲上涨，可能会进入调整期。而其他一些在自动化、机器人和造船业占据主导地位的韩国和日本工业企业，则为这次工业复苏做好了充分准备。如果推动其整体市场走高的 AI 导向型炒作出现回调，这些企业值得列入观察名单。基金行业也推出了新产品，例如规模为 $291 million 的 Tema U.S. Manufacturing & Reshoring ETF，旨在面向
中盘股，且年初至今上涨 31%。根据 MorningstarDirect 的数据，两只规模较老且范围更广的基础设施 ETF 是资金流入最多的基金之一：规模为 $13.9 billion 的 Global X U.S. Infrastructure Development 和规模为 $4.5 billion 的 iShares U.S. Infrastructure。
Global X U.S. Infrastructure Development / PAVE $56.60 $13.9 0.47%
Building Blocks 管理主动型 GMO Domestic Resilience ETF 的 Sam Klar 表示，投资者尚未充分意识到潜在的获胜者。他举例了一些协助建设的公司，如 Jacobs Solutions，这是一家工程建设公司，管理着复杂的项目，例如在北卡罗来纳州建立 1 个生产 GLP-1 药物的新生物制药设施。由于市场担心 AI 可能会蚕食其部分业务，该股受到了影响，目前交易价格较市场折价 20%。但 Klar 认为对 AI 的恐惧是误植的，并预计未来五年每股收益（EPS）将实现两位数增长。“他们处于美国再工业化的绝佳位置，因为他们利用精密工程帮助建设复杂设施，而这些并非很容易被 AI 所取代，”Klar 说道，并补充称该公司已经提高了 EPS 指导预期，并在市场波动期间回购股票。
在建筑繁荣最基础的受益者中，包括提供建筑骨料的公司，例如 Martin Marietta Materials，该公司最近同意以 $13.5 billion 收购 Lhoist North America，以创建最大的石灰和石灰岩生产商。Jefferies 的建筑产品分析师 Philip Ng 表示，这次收购应能增强 Martin Marietta 的盈利能力，并增加其对再工业化的风险敞口，而市场尚未充分意识到这一点。他说：“对于一个销量一直持平但公司拥有强大定价能力行业的来说，这次再工业化机会仅在销量上就能产生 3% 以上的增长。”Ng 还表示，该公司仅有 5% 的业务来自数据中心建设，另有 5% 与支持 AI 的电力基础设施相关。即使这些支出有所回撤，分析师指出，拜登政府签署的基础设施法案中的大部分资金仍需用于升级公路、隧道和桥梁，将继续支撑需求。
铜是经济电气化和数字化关键的商品，在支持制造业复苏所需的电网升级中必不可少。Grupo Mexico 拥有墨西哥最大的货运铁路，并通过持有 Southern Copper 89% 的股份掌控铜矿业务，后者在墨西哥和秘鲁拥有低成本铜矿，并计划到 2035 年将铜产量扩大 50%。
Grupo Mexico 的股票交易价格较 Southern Copper 折价 37%，这使得投资者能够几乎免费地获得墨西哥铁路网络的访问权限——而该网络是制造业从中国转移到墨西哥的另一个受益者。此外，该公司净现金为正，产生的现金足以资助其运营。“如果国家安全意味着重建物理能力，那么铜就是你遇到的第一个瓶颈之一，”Bahr 说道。“在工厂、电网和数据中心建成之前，Grupo Mexico 拥有每个人都需要的投入品。”
超越数据中心 设备租赁公司，如 United Rentals 和 WillScot Holdings，是制造业活动的领先指标。例如，WillScot 的移动办公室通常是建筑工地上的第一个以及最后一个出现的东西。这两家公司在近期的财报电话会议中均报告订单有所增加。WillScot 表示，其模块化单元在第一季度 8% 的订单增长超过了其内部预期。United Rentals 首席执行官 Matthew Flannery 强调了与工业、电力、采矿和矿产相关订单的强劲势头，因为从医疗保健到电力等“多种多样”的新项目已经启动，并补充说这一势头“远不止于数据中心”。两只股票的交易价格约为 2027 年收益的 20 倍。分析师预计，United Rentals 明年的收益增长率为 14%，WillScot 的增长率为 23%。
在美国和发达国家建设的新制造业可能会在很大程度上依赖自动化。这就是为什么 Rockwell Automation 是 摩根士丹利 的 Snyder 的首选之一，他更青睐那些促进供应链迁移和构建美国工业能力的公司，而非制造商本身。由于公司在动工之前通常会寻求重新配置或扩建现有工厂，Rockwell 可能会更快地从工业化中获益。Snyder 补充说，对国家安全的关注可能意味着 Rockwell 的一些中国竞争对手将无法在美国竞争同一块业务。该股的交易价格为收益的 32 倍，高于市场溢价。但 Snyder 表示，这一估值接近于 2018 年和 2021 年订单强劲时期的交易水平，而现在的收益前景更好。
“在市场增长前景和公司执行力都有所提高的情况下，目前尚不清楚为什么该股的交易价格应该低于其历史水平，”他补充道。随着美国制造业资本支出从二十年的平滞状态中恢复，Snyder 看好 Rockwell 增长的持久性，他认为这为更高的估值提供了支撑。
全球工业繁荣的 10 个选择 各国正在优先考虑经济韧性和国家安全，为制造业复兴铺平道路。一系列“铲子与镐子”（辅助工具）类公司和基金将从中受益。
| 公司 / 股票代码 | 价格 | 市值 (十亿美元) | 2027E P/E |
|---|---|---|---|
| Grupo Mexico / GMEXICOB.Mexico | MXN215.01 | $96.2 | 15.4 |
| Jacobs Solutions / J | $130.50 | 15.4 | 15.8 |
| Martin Marietta Materials / MLM | 550.66 | 33.2 | 24.0 |
| Rockwell Automation / ROK | 458.20 | 51.0 | 31.4 |
| United Rentals / URI | 1,035.06 | 64.4 | 19.3 |
| WillScot Holdings / WSC | 26.37 | 4.7 | 20.1 |
| 基金名称 / 股票代码 | NAV | AUM (十亿美元) | 费用率 |
|---|---|---|---|
| iShares MSCI South Korea / EWY | 170.43 | 23.9 | 0.59 |
| iShares U.S. Infrastructure / IFRA | 61.96 | 4.5 | 0.30 |
| Tema U.S. Manufacturing & Reshoring / WELD | 58.26 | 0.3 | 0.75 |
注：E=预测值 来源：Bloomberg
亚洲的优势 在全球范围内挖掘这次工业繁荣的最佳地点之一是亚洲——尤其是韩国和日本。在美国和其他国家关注其他领域时，它们多年来一直在构建工业能力。这使得它们的公司对于那些试图在关键领域减少对中国公司依赖的西方公司来说，成为了极具吸引力的合作伙伴。Sands Capital 高级研究分析师 Ian Chun 表示，在来自中东和欧洲的需求推动下，韩国国防公司 Hanwha Aerospace 和 LIG Defense&Aerospace 正迎来订单涌入和多年积压订单。韩国已成为全球第二大武器供应商
在继美国之后进入欧洲。 许多韩国工业公司在各自的细分市场中表现出色。 Chun 表示，晓星重工（Hyosung Heavy Industries）生产电力传输以及更广泛的电力价值链所需的特高压变压器——很少有公司能生产这种产品。该公司在美国拥有立足点，这使其能够成为一个值得信赖的供应商并获得市场份额。虽然订单的建立可能需要更长时间，但斗山能源（Doosan Enerbility）是俄罗斯和中国以外少数几家能够为西方国家核能建设提供关键组件的公司之一。
广泛基准的 iShares MSCI 南韩 ETF 大约有五分之一的资产在工业领域，包括晓星重工和斗山，这为美国投资者提供了进入这些公司的更便捷途径。受存储巨头 SK Hynix 和 三星电子 的热捧以及动量驱动的散户投资者推动，韩国综合股价指数 (Kospi Composite index) 今年上涨了 61%。
虽然分析师认为许多此类工业股的估值并未过高，但市场易受波动影响。策略师将回调视为买入机会。BCA Research 的首席地缘政治策略师 Matt Gertken 表示：“我们讨论的是一项多年趋势，它向发达国家表明，它们必须振兴自己的工业——而这是一个持久的趋势。” B
如何选择最合适的一款
[[IMG_XXXX]]
插图：Matthew C. Kramer
随着创纪录数量的美国人年满 65 岁，年金销售额正大幅飙升。
由于创纪录数量的美国人年满 65 岁，并面临所有退休风险中最令人恐惧的一种——资金耗尽，投资者正以前所未有的速度转向年金。
根据保险业组织 Limra 的数据，随着 2025 年达到退休年龄的美国人达到顶峰，共 4.2 million 人，且巨大的人口浪潮仍在继续，去年年金销售额激增至 $464 billion 的高点，且今年第一季度已超过 $100 billion，预示着又将是一个强劲的年份。
旨在补充社会保障金支付并弥补传统养老金缺失的收入型年金销售情况十分红火。其吸引力显而易见：这些年金保证了十多年来的最高收入水平。
目前，对于一名 60 岁投资 $200,000 并在 70 岁开启收入流的人来说，前三大年度收入保证的平均额为 $33,702, 由 Midland National、Fidelity and Guaranty Insurance 以及 Corebridge Financial 提供的固定指数年金提供。这比去年前三名的平均值 $31,824, 高出 6%，比 2022 年的平均值 $22,330 高出 51%。
但年金需求的增长也引发了顾问们呼吁谨慎，因为投资者很容易做出
最佳年金：保证收益，无冗余条款。 年金是将在单笔资金转化为终身收入流的工具，可以在立即或在未来的某个时间开始领取。单身合同在一个人终身期间支付，由于女性和夫妇的预期寿命较长，其支付额通常较低。共同寿命合同在幸存配偶的终身期间继续支付。
单一溢价即期年金 (SPIAs)：这些合同立即将单笔资金转化为保证收益。假设在 70 岁时投资 $200,000。共同寿命的支付额假设男性 70 岁，其配偶 65 岁。
现金返还：当投资者去世时，任何剩余本金将以单笔形式支付给继承人。
单身-男性 Athene Annuity and Life A+ $16,863 8.243% $337,260
单身-女性 Athene Annuity and Life A+ $16,195 8.10% $323,900
共同寿命 Guardian A++ $14,385 7.20% $287,700
递延收益年金 (DIAs)：这些合同支付未来收益。收益递延时间越长，年度支付额越高。以下收益报价假设投资者选择了现金返还选项，这确保了在去世时，任何剩余本金将以单笔形式支付给继承人。如果所有者在收益开始前去世，保费将返还给继承人。
个人养老金：假设一名 60 岁的人投资 $200,000，并在 70 岁时开始领取收益。共同寿命假设男性 60 岁，女性配偶 55 岁。
单身-男性 Integrity Life A+ $32,735 $654,700
单身-女性 Integrity Life A+ $31,002 $620,040
共同寿命 New York Life A++ $25,390 $507,800
作为长寿保险的个人养老金：假设一名 60 岁的人投资 $200,000，并在 80 岁时开始领取收益。共同寿命假设男性 60 岁，女性配偶 55 岁。
单身-男性 Integrity Life A+ $96,220 $962,200
单身-女性 Integrity Life A+ $87,373 $873,730
共同寿命 Integrity Life A+ $59,209 $592,090
IRA 账户内的个人养老金：最高 $210,000 的 IRA 资产可购买合格长寿年金合同 (QLAC)，并免于强制分发。QLAC 的支付必须在 85 岁前开始。假设你在 60 岁时投资 $200,000，并在 75 岁时开始领取收益。共同寿命假设丈夫和妻子分别为 60 岁和 55 岁。
单身-男性 Integrity Life A+ $54,918 $823,770
单身-女性 Integrity Life A+ $50,805 $762,075
共同寿命 Integrity Life A+ $38,232 $573,480
注：AM Best 评级；在共同寿命合同中，支付年龄适用于男性。 来源：Cannex
在选择和使用年金时出现重大失误，从而损害了潜在收益。 “如果你使用正确，年金可能是你所做的最好的投资；如果你使用错误，则可能是最糟糕的，”俄亥俄州格罗夫城 Scott Financial Group 的总裁 Curt Scott 表示。
| 公司 | 评级 | 终身年收入 | 年支付率 | 90 岁时的总收入 |
|---|---|---|---|---|
| Nationwide Life | A+ | 16,787 | 8.39 | 335,740 |
| Penn Mutual Life | A+ | 16,038 | 8.02 | 320,760 |
| Athene Annuity and Life | A+ | 14,315 | 7.20 | 286,300 |
| 公司 | 评级 | 年度终身收入 | 90 岁时的总收入 |
|---|---|---|---|
| New York Life | A++ | 30,615 | 612,300 |
| New York Life | A++ | 29,324 | 586,480 |
| Integrity Life | A+ | 25,369 | 507,380 |
| Symetra Life | A | 91,456 | 914,560 |
| Symetra Life | A | 77,472 | 774,720 |
| New York Life | A++ | 57,353 | 573,530 |
| 公司 | 评级 | 75 岁时的年收入 | 90 岁时的总收入 |
|---|---|---|---|
| MassMutual | A++ | 46,303 | 694,545 |
| MassMutual | A++ | 43,114 | 646,710 |
| MassMutual | A++ | 34,314 | 514,710 |
年金是通常为两个不同目标而设计的保险合同：帮助退休储蓄者在投资的同时防止损失，或者将资产转化为可维持终身的类似养老金的收入。但由于存在数千种变体，使得市场变得令人困惑。 为了让读者对市场有良好的了解，
巴伦周刊 (Barron’s) 为一名拥有 $200,000 投资资金的投资者，汇总了一份涵盖各类别中最具竞争力的 100 份合同名单。我们利用 Cannex（一家追踪退休产品定价的私营公司）构建的数据库，筛选出 AM Best 财务实力评级为 A- 或更高的稳健公司，以寻找利率和赔付额最高的合同。
在您仔细研究年金市场时，了解顾问所称的投资者在选择年金时最常犯的错误可能会有所帮助。如果您能避免这些错误，就能从这些由保险公司销售的合同中获得最大收益。
隧道视野 太多投资者仅关注单一类型的年金，或者仅关注单一保险公司的年金。视野狭窄可能意味着错过具有竞争力的交易。如果您在考虑变额年金（Variable Annuities，即投资于类似共同基金的账户），巴伦周刊 (Barron’s) 为一名 60 岁、投资 $200,000 并在 70 岁计划开始领取收入的人找到的最佳收入保证为每年 $27,202。而对于注册指数挂钩年金（RILAs，将上涨空间与股票指数挂钩并提供下行保护）的最佳收益为 $19,500。但如果您扩大对年金领域的观察范围，您会发现固定指数年金（FIAs）的赔付额要高得多。最高赔付额为 $35,406，由 Midland National 的 Summit Edge 5 及其 Income Strategy-Level LPA 附加条款提供。这比最佳变额年金高出 30%，比最高 RILA 高出 82%。
权衡之处在于？虽然这三种类型的年金在投资表现极佳时收入都可能增加，但 FIAs 的上涨潜力较低，因此收入增加的可能性较小。仅考虑一家公司的年金同样可能毫无成效。“最佳与最差年金产品之间的差距非常显著，”NFP Insurance Solutions 高级董事总经理 Howard Sharfman 表示。例如，同一类变额年金在一家公司的合同费用可能是 0.2%，而在另一家公司则可能是 2% 或更高。一些保险代理人仅为一家保险公司工作。请确保为您服务的人员——无论是保险代理人、经纪人还是财务顾问——与多家保险公司合作并提供不同类型的年金。Clocktower Financial Consulting 创始人 Stephen Kates 表示，您甚至可能希望与多位代理人、经纪人或顾问会面，以听取他们的建议。“这不是一个可以轻率做出的决定。就像办理抵押贷款一样，如果您采取”
检查您的设备：您的设备 7 检查：如果您在检查中发现任何问题，请联系我们。
在您的设备上进行检查： 检查所有连接的端口。
进行检查并记录所有发现的异常情况，以确保您的设备运行正常。
注意：如果您在检查您的设备和线缆时发现 4 个或更多问题。
检查表
检查项测试项结果
检查结果是否正确？ 结果应为：正确 22。 11.546.5111 或联系检查表-线缆.检查结果以确定设备状态和结果。 检查项位置：记录所有发现的异常情况。 3130 检查 日期： -月 -日 所有记录均由 1 份 7-4' 报告。 %10;322 (4236232.12
最佳年金：具备一定灵活性、流动性和增长潜力的保证收入 带有收入附加条款（income riders）的年金合同旨在支付终身每月收入，涵盖单身人士或夫妻双方的共同寿命。与单一溢价立即年金 (SPIA) 和延期立即年金 (DIA) 相比，这些合同中的资产流动性更强，投资者更容易获取。最低保证赔付额可根据基础投资的增长而提高。只要投资者不进行超额取款，最低收入就是有保证的。对于这类产品，当投资者去世时，继承人将获得任何剩余的合同价值。
固定指数年金收入保证：这些附加条款是在与 S&P 500 挂钩的固定指数年金合同中购买的。在退保期不超过 7 年的固定指数年金 (FIA) 中，此类产品拥有最高保证最低收入。收入报价假设 60 岁时投资 $200,000，从 70 岁开始领取收入。共同寿命假设一名已婚男性和一名女性分别为 60 岁和 55 岁。
单身 (SingleLife) Midland National Life A+ Summit Edge 5 Income Strategy-Level LPA 5 years 1.25% $35,406 $708,120
共同寿命 (JointLife) Midland National Life A+ Summit Edge 7 IncomeStrategy-Level LPA 7 years 1.25% $31,089 $621,780
注：AM Best 评级；在共同寿命合同中，赔付年龄适用于男性。 来源：Cannex
变额年金收入保证：这些收入附加条款作为变额年金的附加组件销售，对于退保期不超过 7 年的合同，其赔付额最高。假设一名 60 岁的人投资 $200,000。赔付从 70 岁开始。共同寿命假设一名已婚男性和一名女性分别为 60 岁和 55 岁。传统变额年金没有下行保护，但即使您的基础投资价值下降到零（它会随着时间的推移受到收入提取和费用的侵蚀），年金仍将终身支付最低保证金额。
单身 (SingleLife) Nationwide Life A+ Destination Navigator 2.0 Lifetime Income Plus Core 7 years 2.70% 70% $27,202 $544,040
共同寿命 (JointLife) Nationwide Life A+ Destination Navigator 2.0 Lifetime Income Plus Core 7 years 2.90% 70% $24,612 $492,240
(1) 包括合同死亡与费用电费、任何行政费用以及附加条款费用；不包括基础基金类投资的成本。注：AM Best 评级；在共同寿命合同中，赔付年龄适用于男性。 来源：Cannex, 公司报告
注册指数挂钩年金收入保证：这些合同与不含股息的 S&P 500 表现挂钩，并设有六年的退保费。年收入可根据 10 年收入递延期间的指数表现，在最低保证之上增加。假设单身人士 60 岁时投资 $200,000，从 70 岁开始领取收入；对于共同寿命，男性 60 岁，女性 55 岁。
单身 (SingleLife) Brighthouse Financial A Shield Level Pay Plus II Market Growth with Rollup 1.50% $19,500 $360,000
共同寿命 (JointLife) Brighthouse Financial A Shield Level Pay Plus II Market Growth with Rollup 1.50% $18,000 $360,000
注：AM Best 评级 来源：Cannex, 公司报告
第一份报价，你不能确定它就是 最佳利率。” 确保你的财务专业人员 与财务安全性评级高的公司 合作，特别是对于具有保证 收入的长期合同。“你将与该 承保公司终身绑定，所以他们 最好足够稳健，”Annuity Man 的 所有者 Stan Haithcock 说道，这 是一家专注于保险的年金经纪公司。
| 公司 | 评级 | 年金合同 | 附加条款 | 退保期 | 年度附加条款费用 | 70 岁时的终身年金收入 | 至 90 岁支付的总收入 |
|---|---|---|---|---|---|---|---|
| Fidelity and Guaranty | A | SecureIncome 7 | EGMWB | 7 years | 1.15 | 33,599 | 671,980 |
| Fidelity and Guaranty | A | SecureIncome 7 | EGMWB | 7 years | 1.15 | 28,170 | 563,400 |
| Corebridge Financial | A | Power Select Advisory | Lifetime Income Plus Flex | None | 1.10 | 32,100 | 642,200 |
| Corebridge Financial | A | Power Select Advisory | Lifetime Income Plus Flex | None | 1.10 | 28,310 | 566,200 |
退保期 总年度最高允许 年度保证 总收入 公司 评级 年金合同 附加条款 期限 费用(1) 股票基金配置 70岁时的终身收入 90岁前已支付
Protective Life A+ Aspirations SecurePay Protector 7 years 2.70 80 24,589 491,780
Corebridge Financial A Polaris Preferred Solution Income Max Option 3 7 years 2.45 56 22,440 448,800
Corebridge Financial A Polaris Preferred Solution Income Max Option 3 7 years 2.45 56 20,060 401,200
Pacific Life A+ Odyssey Future Income Generator None 2.00 100 19,699 393,980
年度 总保证收入 总收入 公司 评级 合同 附加条款 附加条款费用 70岁时的终身收入 70岁前已支付
TruStage A ZoneChoice Income IncomeGrowth Protection 1.50 19,500 390,000
TruStage A ZoneChoice Income IncomeGrowth Protection 1.50 18,000 360,000
Equitable Financial Life A SCS Income Level Income 1.50 18,700 374,000
Equitable Financial Life A SCS Income Level Income 1.50 15,300 306,000
Allianz Life A+ Index Advantage Income ADV Level Income 0.70 18,367 367,340
Allianz Life A+ Index Advantage Income ADV Level Income 0.70 15,639 312,780
...拥有 AM Best A+ 评级的公司。 另一个早期阶段的错误是未能精确定义你希望从年金中获得什么。年金拥有越来越多的诱人特性或机制，使其对投资者更具吸引力，例如激活长期护理福利的选项、为继承人锁定高额死亡给付，或者选择前载或后载收入。 “但没有什么是免费的，”Haithcock 说道。这些特性要么以费用的形式让你付出代价，要么让你放弃一部分上涨空间或收入，因此，当财务专业人士向你提供选项时，不要忘记你的具体年金目标。
昂贵的自满 每一种年金都有其权衡之处。在弄清楚权衡内容之前，不要投资。考虑到许多热门的 RILA 和 FIA，它们可以在提供下行保护且对股票指数表现设定上限的情况下累积储蓄，但这些上限通常仅在第 1 年获得保证，而退保期则长达 5 到 10 年。投资者可能会发现其上限被下调，而如果他们想终止合同，则面临退保手续费。 顾问们表示，这可能会导致
Robert Jacobs，71 岁 萨克斯风演奏者及爵士俱乐部所有者 退休销售与营销专业人士
卓越的退休生活
当聚光灯转向未来时，准备至关重要。 作为年金产品的第 1 名销售商*，Athene 提供将竞争性增长潜力与市场波动保护相结合的解决方案，让您可以充满信心地前行。卓越的退休生活并非终曲，而是您应得的演出。 Athene.com/RemarkableAct
*LIMRA 美国个人年金销售调查，截至 2025 年 12 月 31 日的年初至今数据。 本材料由总部位于爱荷华州西德梅因市的 Athene Annuity and Life Company (61689) 提供，该公司在 49 个州（不含纽约州）和华盛顿特区发行年金；以及总部位于纽约州珍珠河市的 Athene Annuity & Life Assurance Company of New York (68039) 提供，该公司在纽约州发行年金。
投资和保险产品：• 非 FDIC 承保 • 非任何联邦政府机构承保 • 非银行或其任何关联公司的存款或其他义务，且不由其担保 • 承受投资风险，包括可能损失投入的本金金额
这些年金旨在将收益与股票指数挂钩，同时在下行风险方面提供不同程度的保护。
注册指数挂钩年金 (RILAs)：这类合约也被称为结构化年金或可变指数年金，结合了部分损失保护以及与指数挂钩的上行收益（不包括股息），且通常设有上限（Caps）。这些 RILAs 不收取费用；成本已包含在条款中。上限可在其利率保证期结束时重置。假设投资额为 $200,000，挂钩标的为 S&P 500。
缓冲 (Buffer)：保护投资者免受一定百分比损失的影响；投资者需承担超过缓冲范围的损失。若缓冲值为 10% 且市场下跌 15%，保险公司承担 10% 的损失，投资者承担 5%。无年费；产品成本已包含在上限中。这些 RILAs 挂钩 S&P 500。
【识别噪声修复：该段为报纸页眉页脚、版面导航、订阅、出版或版权信息，原始识别混有大量英文残片与版面噪声，已合并为中文说明。】
底部 (Floor)：您承担直至底部值的损失；保险公司承担任何超出部分。在上涨方面，您获得的指数收益最高至上限值。若底部值为 10% 且上限为 15%，如果指数下跌 9%，由您承担损失；如果下跌 19%，您承担 10%，保险公司承担其余部分。若上涨 20%，您获得 15%。这些 RILAs 挂钩 S&P 500。
| 公司 | 评级 | 合约 | 赎回费用期 | S&P 500 底部 | 收益上限 | 上限保证期 |
|---|---|---|---|---|---|---|
| TruStage | A | ZoneChoice | 6 年 | 10% | 13.00% | 1 年 Advantage |
| Global Atlantic - Forethought Life | A | ForeStructured Growth II Adv | 6 年 | 10% | 12.75% | 1 年 |
| Global Atlantic - Forethought Life | A | ForeStructured Growth II Adv. | 6 年 | 10% | 13.00% | 1 年 |
| Global Atlantic - Forethought | A | ForeStructured Growth II Adv. | 6 年 | 15% | 9.00% | 1 年 |
触发利率 (Trigger Rate)：如果指数收益持平或为正，这些 RILAs 将支付一个自动触发利率。若触发利率为 9%，且指数收益为 0%、2% 或 18%，您将获得 9%。您的最高上行收益即为触发利率。您需承担超过缓冲部分的任何损失。这些 RILAs 挂钩 S&P 500。
| 公司 | 评级 | 合约 | 赎回费用期 | 缓冲 | 触发利率 | 保证期 |
|---|---|---|---|---|---|---|
| Equitable Financial Life | A | SCS Premier Select | 无 | 10% | 12.80% | 1 年 |
| Lincoln Financial Income Advisory | A | Level Advantage 2 | 无 | 10% | 12.75% | 1 年 |
| Fidelity and Guaranty | A | Confidence Builder | 1 年 | 10% | 12.75% | 1 年 |
| Lincoln Financial Advisory | A | Level Advantage 2 | 无 | 20% | 10.00% | 1 年 |
| Equitable Financial Life | A | SCS Premier Select | 无 | 20% | 9.50% | 1 年 |
| MassMutual | A++ | Index Achiever Advisory | 无 | 20% | 9.50% | 1 年 |
| MassMutual | A++ | Index Achiever Advisory | 无 | 10% | 9.50% | 1 年 |
双重绩效触发机制（Dual-Performance Trigger）：这类 RILA 在指数回报率为正、持平，或在缓冲范围内下跌时，将支付一个自动触发利率。在缓冲率为 10%、上限为 18% 且触发利率为 9% 的情况下，如果指数回报率为负 8%、持平或上涨 18%，您将获得 9%。您的最高回报率为该触发利率。超出缓冲范围的任何损失由您承担。这些 RILA 与 S&P 500 指数挂钩。
| 公司 | 评级 | 合同 | 保证 | 缓冲率 | 触发率 | 期限 | 退保费用 |
|---|---|---|---|---|---|---|---|
| Allianz Life | A+ | Index Advantage | 无 | 10% | 9.80% | 1 year | Income ADV |
| Brighthouse | A | Shield Level | 无 | 10% | 9.75% | 1 year | Financial Pay Plus II |
| Allianz Life | A+ | Index Advantage | 无 | 20% | 7.20% | 1 year | Income ADV |
| Athene Annuity and Life | A+ | Amplify 2.0 | 6 years | 10% | 54% | 6 years | |
| Athene Annuity and Life | A+ | Amplify 2.0 | 6 years | 20% | 47% | 6 years |
双向机制（Dual Direction）：如果指数下跌但处于缓冲范围内，这些 RILA 将为您提供等值的正回报。如果指数回报率为正，您将获得最高至上限的回报。如果您的 RILA 具有 10% 的缓冲率和 12% 的上限，且指数回报率为负 8%，您将获得 8% 的回报。如果指数回报率为 15%，您将获得 12% 的回报。超出缓冲范围的任何损失由您承担。这些 RILA 与 S&P 500 指数挂钩。
| 公司 | 评级 | 合同 | 保证 | 缓冲率 | 上限 | 期限 | 退保费用 |
|---|---|---|---|---|---|---|---|
| Athene Annuity and Life | A+ | Amplify 3.0 | 6 years | 10 | 13.75 | 1 year |
o 0IZIP 7YMXI %RRYMXMIW [LMGL EVI HIWMKRIH XS YWI E TSVXMSR SJ VIXMVIQIRX EWWIXW XS TEVXMGMTEXI MR QEVOIX KVS[XL STTSVXYRMXMIW [MXL E PIZIP SJ HS[RWMHI TVSXIGXMSR *SV TVSWTIGXYWIW ERH MQTSVXERX MRJSVQEXMSR ZMWMX FVMKLXLSYWIJMRERGMEPGSQ
8LMW MW RSX ER SJJIVMRK SJ ER] WIGYVMXMIW JSV WEPI MR 2I[ =SVO 8LMW GSQQYRMGEXMSR VIJIVD XS &VMKLXLSYWI 7LMIPHo 0IZIP -- =IEV %RRYMX] &VMKLXLSYWI 7LMIPHo 0IZIP -- =IEV %RRYMX] &VMKLXLSYWI 7LMIPHo 0IZIP -- %HZMWSV] %RRYMX] &VMKLXLSYWI 7LMIPH 0IZIP 4E] 4PYWo -- %RRYMX] ERH &VMKLXLSYWI 7LMIPH 0IZIP 4E] 4PYWo -- %HZMWSV] %RRYMX] GSPPIGXMZIP] VIJIVVIH XS EW Ű7LMIPHo 0IZIP %RRYMXMIW 4VSHYGX 7YMXIű SV Ű7LMIPHo 0IZIP 7YMXI %RRYMXMIWű 8LIWI TVSHYGXW EVI MRHI\PMROIH ERRYMXMIW MWWYIH F] [MXL TVSHYGX KY इवनRKZZWHS WSPIP] XLI VIWTSRWMFMPMX] SJ &VMKLXLSYWI 0MJI -RWYVERGI 'SQTER] 'LEVPSXXI 2' SR 4SPMG] *SVQ
Ű&VMKLXLSYWI MRERGMEPű 8LI 7LMIPH 0IZIP %RRYMXMIW 4VSHYGX 7YMXI MW HMWXVMFYXIH F] &VMKLXLSYWI 7IGYVMXMIW 00' QIQFIV -26% %PP EVI &VMKLXLSYWI MRERGMEP EJJMPMEXIH GSQTERMIW 8LI 7LMIPH 0IZIP %RRYMXMIW 4VSHYGX 7YMXI LEW GLEVKIW XIVQMREXMSR TVSZMWMSRW ERH XIVQW JSV OIITMRK MX MR JSVGI 4PIEWI GSRXEGX E JMRERGMEP TVSJIWWMSREP JSV GSQTPIXI HIXEMPW 4VSHYGX EZEMPEFMPMX] ERH JIEXYVIW QE] ZEV] F] WXEXI SV JMVQ &VMKLXLSYWI MRERGMEPo ERH MXW HIWMKR EVI VIKMWXIVIH XVEHIQEVOW SJ &VMKLXLSYWI *MRERGMEP -RG ERHSV MXW EJJMPMEXIW
8LI 7LMIPH 0IZIP %RRYMXMIW 4VSHYGX 7YMXI MW VIKMWXIVIH [MXL XLI 7)' &IJSVI ]SY MRZIWX ]SY WLSYPH VIEH XLI TVSWTIGXYW MR XLI VIKMWXVEXMSR WXEXIQIRX ERH SXLIV HSGYQIRXW &VMKLXLSYWI 0MJI -RWYVERGI 'SQTER] LEW JMPIH JSV QSVI GSQTPIXI MRJSVQEXMSR EFSYX XLI GSQTER] ERH XLI TVSHYGX =SY QE] SFXEMR XLIWI HSGYQIRXW JSV JVII F] ZMWMXMRK )(+%6 SR XLI 7)' [IFWMXI EX [[[WIGKSZ =SY QE] EPWS VIUYIWX E TVSWTIGXYW JVSQ ]SYV JMRERGMEP TVSJIWWMSREP SV HMVIGXP] JVSQ &VMKLXLSYWI *MRERGMEP EX
SV FVMKLXLSYWIJMRERGMEPGSQ &(61
?A
ŵ 238 % ()437-8 ŵ 238 (-' -2796)( ŵ 238 -2796)( &= %2= )()6%0 +3:)621)28 %+)2'= ŵ 238 +9%6%28))( &= %2= &%2/ 36 '6)(-8 92-32 ŵ 1%= 037) :%09)
7GER XLI 56 GSHI XS PIEVR QSVI
Boost（增强利率）：如果指数下跌，您将获得一个增强利率。如果该利率为 20% 且指数下跌 23%，您的收益率为负 3%。如果指数下跌 5%，您将获得 15%。在上涨方面，您将获得增强利率或指数收益（最高至上限值）两者中较高的一方。如果参与率超过 100%，您可以获得额外收益。在参与率为 105% 的情况下，15% 的收益将为您带来 15.75%。这些 RILA（注册指数挂钩年金）与 S&P 500 挂钩。
| 公司 | 评级 | 合同产品 | 合同期限 | 增强利率 | 上限率 | 参与率 | 退保费用 |
|---|---|---|---|---|---|---|---|
| Symetra | A | Trek Plus (Buffer Plus) | 6 years | 30% | 65% for 6 years | 100% | 6 years |
| Symetra | A | Trek Plus (Buffer Plus) | 6 years | 20 | 90% for 6 years | 100 | 6 years |
| Symetra | A | Trek Plus (Buffer Plus) | 6 years | 10 | 无上限 (Uncapped) for 6 years | 100 | 6 years |
| Lincoln Financial | A | Level Advantage 2 | 6 years | 15 | 70% for 6 years | 100 | 6 years |
| Lincoln Financial | A | Level Advantage 2 | None | 10 | 无上限 (Uncapped) for Income Advisory | 100 | 6 years |
注：AM Best 评级。“无上限 (Uncapped)”意味着在保证期内没有上限，但之后可能会实施上限。“无上限 (No cap)”表示永远不会有上限。 来源：Cannex
这些年金用于以税收递延的方式积累资产。以下费用基于 $200,000 的投资额计算。
传统变额年金：资产投资于类似于共同基金的底层子账户。不提供下行保护；收益取决于您投资的子账户表现。
| 公司 | 合约 | 年度合约费* | 子账户平均费用** | 退保费用 | 总选项 / 替代方案 | 最佳表现美国增长基金*** 5年年化收益率 |
|---|---|---|---|---|---|---|
| Equitable Financial Life | Investment Edge 21 ADV | 无 | 0.86% | 无 | 278 / 13 | 12.90% |
| Lincoln Financial | Investor Advantage Advisory Choice | $240(1) | 0.79% | 无 | 149 / 21 | 14.46 |
| Jackson National Life | Elite Access Advisory II | $240(1) | 0.79% | 无 | 113 / 6 | 11.78 |
| Nationwide Life | Monument Advisor | $240(1) | 0.50% | 无 | 306 / 54 | 17.62 |
| Nationwide Life | Advisory Retirement Income (NARIA) | 0.20% | 0.46% | 无 | 155 / 8 | 17.63 |
| Transamerica | I-Share II | 0.20% | 0.84% | 无 | 77 / 1 | 14.00 |
费用包括：行政管理费以及死亡与费用支出。这些合约在死亡返还合约价值时无额外费用。 来源：公司报告 底层类共同基金投资的资产加权平均费用率 **截至 2026 年 6 月 30 日 (1) 固定年费；相当于 $200,000 投资额的 0.12%
多年度保证固定年金：这些是税收递延合约，类似于存款单，在指定期限内锁定利率。假设投资额为 $200,000。退保期与利率保证期一致。
| 公司 | 评级 | 合约 | 退保期 / 保证期 | 利率 |
|---|---|---|---|---|
| Knighthead Life | A- | Staysail MYGA | 3 | 5.80% |
| Axonic Insurance Services | A- | Waypoint MYGA | 3 | 5.50 |
| Knighthead Life | A- | Staysail MYGA | 5 | 6.45% |
| Aspida Life | A- | Advisory MYGA | 5 | 5.85 |
注：AM Best 评级 来源：Cannex
Oliver Wyman 和 Milliman。 在退保期结束后寻找更好的交易方案可能会带来巨大收益——尤其是近年来，较高的利率使保险公司能够提供更具吸引力的条款。“有些人购买的产品是在 2022 年之前，其吸引力远不如今天，”Moore Market Intelligence 首席执行官 Sheryl Moore 表示。 然而，请保持谨慎。由于过去曾出现代理人为获取佣金而激进推动不符合投资者最佳利益的展期操作，金融业监管局 (FINRA) 对转入新年金的行为审查力度有所增强。 “新产品确实有优势，但投资者必须了解新年金的这些花样功能是否适合他们，以及成本如何，”Eversheds Sutherland 证券执法业务共同负责人 Brian Rubin 表示。
固定指数年金：这些年金保护 100% 的本金，并将收益与某个指数（不含股息）挂钩，且设有上限。上限可在保证期后重设。 这些合约不收取费用，与标准普尔 500 指数挂钩，且退保期不超过其利率保证期。
| 公司 | 评级 | 合约 | 本金保护 | 退保期 | 保证期 | S&P 500 收益上限 |
|---|---|---|---|---|---|---|
| MassMutual | A++ | Index Protector 5 MVA | 100% of principal | 无 | 1 year | 11.50% |
| Corebridge Financial Advisory | A | Power Index | 100% of principal | 无 | 1 year | 11.35 |
| Jackson National Life Advisory | A | MarketProtector | 100% of principal | 无 | 1 year | 9.70 |
| Corebridge Financial Advisory | A | Power Index 5 Plus | 100% of principal | 5 years | 5 years | 五年内 60% |
| Prudential Life | A+ | PruSecure | 100% of principal | 5 years | 5 years | 五年内 60% |
| Security Benefit Life | A- | Blueprint Annuity | 100% of principal | 5 years | 5 years | 每年 9% |
放弃的收入 根据 Moore Market Intelligence 的数据，约有三分之一的年金险是为了其收入福利而销售的，且大多数是固定指数年金 (FIA) 或带有收入附加条款的变额年金，这些条款的年费通常为 1% 到 1.5%。 但根据精算师协会 (Society of Actuaries) 和 Limra 的研究，50% 到 70% 拥有收入附加条款的年金所有者并没有开启收入领取。 “如果你不需要收入，为什么还要添加收入附加条款？”Limra 年金研究主管 Keith Golembiewski 表示。请记得避免为不需要的功能付费；如果你发现自己不需要该收入，可以取消该附加条款。 另一个错误是：在退休后太晚开启收入领取，导致无法获得最大收益。 当你收到的收入总额超过你的投资额时，年金险开始产生盈利。教育类网站 Retirement Researcher 的创始人 Wade Pfau 表示，你越早开始领取收入，就越快超过你的投资额，并让保险公司承担从其资金库中继续向你支付款项的责任。 Pfau 表示，保险公司通过为更长的延迟期提供更高的保证，来激励投资者推迟领取收入，但通常情况下，开启收入领取的最佳时间是在你退休时。 Daniel A. White & Associates 的顾问 Dan Simon 表示，将你的收入开始日期与退休日期对齐，可以保护你免于在市场下跌期间从投资组合中提取资金——这对退休人员来说是一个可怕的情景，因为这会更快速地耗尽储蓄。“我们发现，保证的终身收入让人们能够更激进地投资股票，而且当市场下跌时他们不会恐慌，因为他们知道自己的收入是有保障的。” B
$26
一定会爱上这只股票
Applied Aerospace & Defense 处于为 SpaceX 供货的稀有地位。 该股票还具有其他优势。
作者：AL ROOT
渴望接触航天领域但对 SpaceX 前景持怀疑态度的投资者仍有选择。其中一家恰好是埃隆·马斯克（Elon Musk）这家万亿美元规模的火箭与人工智能公司的供应商：Applied Aerospace & Defense。
由于几个因素，该股股价与基本面脱节。随着背景问题的淡化，其股价在未来一年可能会上涨 40%。
Applied Aerospace 是一家中型航空航天与国防工业供应商，由 Applied Aerospace Structures 和 PCX Aerosystems 在 2025 年通过合并成立。它为太空、导弹和无人机制造硬件。
2026 年的销售额预计约为 $675 百万美元，同比增长 35%。息税折旧及摊销前利润（Ebitda）预计约为 $150 百万美元。
该公司还处于作为 SpaceX 供应商的稀有地位，为 Falcon 9 火箭提供着陆硬件。识别 SpaceX 的供应商并不容易。马斯克的公司大部分制造都是自主完成的。RBC Securities 分析师 Ken Herbert 估计，SpaceX 约 90% 的硬件是内部制造的。作为对比，波音 (Boeing) 的这一数字则接近 40%。
SpaceX 的垂直整合突显了该行业的一个问题，而 Applied Aerospace 计划解决这一问题。“高度复杂系统的先进制造商不足，”首席执行官 Trip Ferguson 表示。他曾是一名海军陆战队成员，在加入 Applied 之前就职于 AeroVironment，并曾担任 BlueHalo 的首席运营官，而 AeroVironment 在 2025 年收购了该公司。“我们决定专注于太空与发射、国防航空、[情报] 和精准打击。”
“它最大的资产是规模，为主承包商和国防科技公司创建了一个一站式商店，使其能够以具有竞争力的价格获得经过验证的稳定性能，”Jefferies 分析师 Sheila Kahyaoglu 表示。
将先进制造能力引入美国，同时服务于太空和自主武器等增长业务，看起来像是股市成功的秘诀。然而，事实并非如此。
Applied Aerospace 在 6 月的首次公开募股（IPO）中以 $20 的价格出售股票，筹集了约 $650 百万美元。这主要用于偿还私募股权所有者 Greenbriar Equity 通过收购建立该公司时积累的债务。
[[IMG_XXXX]] Applied Aerospace & Defense 航空航天与国防工程及制造 (AADX / NYSE) 2027E P/E: 42.1 7月 6月 注：*自6月2日首次公开募股以来的价格变化。E=预测值 来源：Bloomberg, FactSet
交易价格在交易后不久曾高达 $24.24，但未能维持高度，周五收盘价为每股 $18.01。
Greenbriar 的持股情况是影响投资者情绪的一个问题。它仍持有约 75% 的发行在外的股份。Greenbriar 最终可能会出售，而大量抛售任何资产都可能压低价格。
SpaceX 的表现也成为了一个问题。股价目前在 $115 左右交易，较 IPO 后接近每股 $226 的高点下跌了近 50%，且远低于 $135 的 IPO 价格。这次从峰值到谷底的下跌抹去了约 $1.5 万亿美元的市值，并波及了其他几只与航天相关的股票。自 SpaceX IPO 以来，Rocket Lab 和 AST SpaceMobile 均下跌了约 40%。美国银行 (Bank of America) 分析师 Ron Epstein 表示，国防部门的估值倍数也有所收缩。
52周变化*：-13.6% 市值：$3.0 B 近期价格：$17.29
例如，截至周二交易，无人机国防技术公司 Kratos Defense & Security Solutions 的股价在过去三个月中下跌了 30%。
尽管压力巨大，但 Applied Aerospace & Defense 的股价目前已反映了大量负面消息。这可能是一个机会。美国银行的 Epstein 将该股评级为“买入”。他的目标价为 $24，较近期水平上涨 33%。他表示，超过 $1 billion 的积压订单使公司在“短期增长方面具有可见性”，而公司在客户中的“嵌入式”定位支持了“对增长预测的信心”。Applied Aerospace 在其 80% 以上的合同中是唯一供应商。Kahyaoglu 的目标价为 $25。她最近在伦敦郊外的两年一度的法博罗（Farnborough）航展上与 Applied Aerospace 管理层会面，增强了对该公司导弹和太空产品的信心。这种观点在华尔街并非唯一。总体而言，在跟踪该公司的七位分析师中，有六位给予该股“买入”评级。标准普尔 500 (S&P 500) 指数股票的平均买入评级比例通常在 55% 到 60% 之间。分析师对 Applied Aerospace 股票的平均目标价约为 $25。$25 的价格意味着该公司的估值为约 $4.7 billion，约为未来 12 个月预期 Ebitda 的 29 倍。罗素 1000 (Russell 1000) 指数中的航空航天公司交易价格约为 Ebitda 的 20 倍。当然，这是基于分析师的目标价。该股目前的交易价格约为 Ebitda 的 21 倍。考虑到 Applied Aerospace 的销售额预计在十年年底前将以十几个百分点的年增长率增长，这相对于同行仅有轻微溢价。此外，增长可以通过补强兼并和收购来增强。诚然，投资者面临油价上涨带来的某些风险，油价上涨往往会导致航空航天企业的股价下跌。而且，SpaceX 的股票将继续在其万亿级规模的巨大影响力下，对其他太空相关公司产生冲击。随着 Greenbriar 的持股在 2026. 年底附近解锁，投资者还将经历更多的波动。但这些并不是完全回避该股的理由。有时，风险显得如此巨大，以至于投资者忘记了潜在的回报。B
一座位于爱丁堡的亚当·斯密雕像。
创造富裕的美国
斯密（Smith）的经典著作《国富论》助力释放了市场力量，而这些力量首先且最深地根植于美国。
作者：KENNETH G. PRINGLE
没有人比一位 18 世纪的苏格兰人更好地总结了美国的商业特质。
“只要一个人不违反正义法则，他就是完全自由地按照自己的方式追求自身利益，并使其勤奋和资本与任何其他人或团体竞争，”亚当·斯密在 1776 年 3 月 9 日出版的《国富论》（An Inquiry Into the Nature and Causes of the Wealth of Nations）中写道。
托马斯·杰斐逊（Thomas Jefferson）在两个月后开始起草《独立宣言》之前，没有机会阅读《国富论》。然而，这两部作品——由两个隔海相望的英国臣民所著——其核心传递的是相同的信息：君权神授是一个骗局。他们认为，权力并非自上而下地来自上天，而是自下而上地来自人民。
这是对英国国王乔治三世合法性的直接攻击。杰斐逊的攻击是政治性的，认为自由的人民可以拒绝暴君；斯密的攻击则是经济性的，主张所有人都有权进行“交易、以物易物和交换”——即从事商业活动——无论王室特权如何。
对斯密而言，《国富论》是对“整个英国商业体系的一次非常猛烈的攻击”。斯密所释放的市场力量将颠覆并粉碎英国及其他欧洲强国实行的重商主义体系——那是一种由王室主导的囤积黄金的策略。自由企业改变了这一局面。
如今，斯密被视为现代经济学之父，是凯恩斯主义者、货币主义者、马克思主义者和供给侧经济学者的指路明灯。想要获得经济学学位而不研究《国富论》几乎是不可能的。然而，在征服世界之前，斯密的自由企业概念首先且最深地根植于杰斐逊的自由之地——美国。
“我们期待的晚餐，不是来自屠户、酿酒师或面包师的仁慈，而是来自他们对自身利益的关注，”他写道。这有时被称为“看不见的手”理论——即当我们追求个人利益时，我们会不知不觉地为公共利益做出贡献。这一理论常被用作反对政府干预市场的论据。
斯密在《国富论》中仅提到过一次“看不见的手”，并在更早的作品《道德情操论》（The Theory of Moral Sentiments）中提到过一次，且两次均处于有限的语境下。斯密并非盲目信任市场，他对从事商业的人持有怀疑态度。“同业之人很少聚在一起，即使是为了娱乐和消遣，对话最终也会演变成针对公众的阴谋，或是某种提高价格的计谋，”他写道。
斯密蔑视那些“喜欢在从未耕种过的地方收获”的地主，并且他理解财富与贫困之间的关系。“一个极富之人，必然对应着至少五百个穷人，”斯密写道，这在一定程度上是为了警告不平等可能导致社会不稳定。
斯密支持有限政府。但需要一个“主权者或联邦”来保护私有财产、保证合同履行，并承担私人投资者能力范围之外的商业项目，例如公路、桥梁、运河和港口。
亚历山大·汉密尔顿（Alexander Hamilton）在 1791 年 12 月 5 日提交给国会的《关于制造业的报告》中，将公共工程作为核心。美国第一任财政部长写道，在“爱国个人”的贡献不足时，必须使用“公共金库”。汉密尔顿主张：“在促成并改善工业努力方面，还有什么能如此有用？”
在接下来的几十年里，政府投资助力修建了伊利运河，巩固了华尔街作为国家金融家的角色，以及铁路——
道路、州际公路系统以及起源于国防部实验室的互联网。包括波音、英特尔和特斯拉在内的数千家公司都受益于政府补贴。汉密尔顿与史密斯在一个关键点上持有分歧：自由贸易。史密斯反对关税，而汉密尔顿则认为关税可以支持新兴产业。关税之争从一开始就分裂了联邦。工业化快速发展的北方支持关税，以此抵御廉价进口商品的冲击；而依赖奴隶劳动的农业南方则反对关税，将其视为额外的税收负担。内战解决了这一争议，此后美国一直实行高关税体制，直到大萧条时期。二战后自由贸易占据主导地位，直到唐纳德·特朗普总统重新开启了关税之争。史密斯确实认可另一种政府征税方式：累进所得税。他写道：“富人不仅应按其收入比例承担公共支出，而且应在那个比例之上多贡献一些，这并非不合理。”
当史密斯于 1773 到 1776 年间在伦敦准备出版《国富论》时，美国的局势正在升温。史密斯建议应给予美国殖民地议会代表权，否则就应将其释放。尽管他从未跨越大西洋，但史密斯于 1759 年在爱丁堡与本杰明·富兰克林共进晚餐。史密斯和富兰克林可能在伦敦再次叙旧，当时富兰克林在 1773 到 1775 年间代表殖民地的利益。多年后，一位老友写道：“富兰克林博士曾告诉我丈夫，著名的亚当·史密日在撰写《国富论》时，习惯于在创作过程中将一章又一章地带到自己……以及其他文人面前。”学者们对这段回忆表示质疑；在其他任何地方都没有相关的文献记载。尽管如此，即使不是通过富兰克林，史密斯确实对这些被称为“美国人”的新群体产生了一些洞察。“从店主、商人到律师，他们已变成了政治家和立法者，并致力于为这个庞大的帝国设计一种新形式的政府；他们自认为，而且事实上看来极有可能，这个帝国将成为世界上最伟大、最令人敬畏的帝国之一。”一个四分之一个千年之后，史密斯的话语依然掷地有声。B
2026年7月27日 巴伦周刊 23 基金
作者：LEWIS BRAHAM
Meb Faber 愤怒不已。“富达投资（Fidelity）在道德上已经破产了，”Cambria Investment Management 的首席执行官说道，“毫无疑问，富达是我 20 年来见过的最恶劣的参与者之一。”Faber 对富达投资的经纪业务向交易型开放式指数基金（ETF）管理人收取的销售产品费，以及向投资者收取的购买费感到愤怒。至少从 2024 年起，拥有 57 million 客户和 $18 trillion 管理资产的富达投资就开始向像 Cambria 这样的 ETF 提供商收取上架费，以便让其产品出现在其经纪平台上。这些费用最高可占到每只 ETF 年费的 15%。近期，富达投资还惩罚那些不愿支付上架费的 ETF 公司，向 ETF 的终端投资者收取每笔购买价值的 5%，最高不超过 $100.。富达投资的“服务费”名单在 11 月时仅有 28 只 ETF，到 6 月时已膨胀至 118 只。其中大多数是由 Roundhill Investments 和 Miller Value Partners 等精品公司运营的小型 ETF，它们需要依赖富达投资的平台才能生存。
“我认为短期来看，这对这些小型利基 ETF 的持有者是不利的，” Axos Securities（一家为财务顾问提供服务的经纪及托管机构）负责人 Mike Watson 表示，“其中一些基金几乎变得无法交易。”并非所有精品公司运营的 ETF 规模都很小。随着微芯片股票在上一季度的飙升，规模为 $25 billion 美元的 Roundhill Memory ETF 成为了出人意料的热门产品。Reddit 上有一个名为“在富达投资 5% 的费用下，DRAM 仍然值得投资吗？”的长贴，发帖者在其中对新费用表示愤怒，并讨论更换其他经纪商。但他们可能运气不佳。今年 4 月，嘉信理财（Charles Schwab）的高管在公司业绩电话会议上讨论了该公司将很快收取类似的 ETF 平台费。首席执行官 Rick Wurster 解释道：“有些人在我们的平台上运营，获得了令人难以置信的利润，而我们为他们引荐客户或承担了艰苦的工作，却未能获得我们应得的份额。”
富达投资通过电子邮件告诉巴伦周刊，它希望在收取的上架费方面采取一种“在共同基金 and ETF 之间更一致的方法”。“随着近年来服务于不断增长的 ETF 市场所需的支持、服务和基础设施的扩展，该方法也相应地演进。”随着其他经纪商效仿，投资者可能会承担这些成本。精品 ETF 可能会提高其费用以抵消上架成本，就像过去共同基金在不得不向富达投资和嘉信理财支付类似的“货架空间费”时所做的那样。嘉信理财通过电子邮件表示：“随着我们的 ETF 平台在规模和复杂程度上有所增长，我们已开始与资产管理公司就平台费用进行深思熟虑的、通常是量身定制的沟通。预计这些讨论将在今年内进行，最迟于 2027 年第一季度实施。”
然而，像先锋领航（Vanguard）和贝莱德 (BlackRock) 这样的巨头权力太大，无法被压榨。尽管富达投资的目标是获取 ETF 费用收入的 15%，但上架成本是与每家 ETF 提供商私下协商的。Life + Liberty Indexes 的创始人、规模为 $3 billion 美元的 Freedom 100 Emerging Markets ETF 所追踪指数的创建者 Perth Tolle 表示，她知道有些公司支付的费用在收入的 4% 到 15% 之间。“每个人的协议都不同，”她说。Tolle 将这种支付压力比作“用枪指着你客户的头。我们的客户对我们来说就是一切。他们就像家人。”
一名发言人通过电子邮件表示：“先锋领航不会为其产品的优惠上架或待遇支付费用。先锋领航可能会向金融服务提供商支付活动、数据和其他服务的费用。”支付金融数据费用是一种常见的变相收入分成方式。先锋领航拒绝透露任何细节。B
科技股疲软与战争驱动标准普尔 500 指数下跌 1.67%，贵金属基金上涨 4.88%。
| 一周 | 年初至今 | |
|---|---|---|
| 美国股票基金 | – 1.34% | 11.04% |
| 最佳板块 / 贵金属股票基金 | 4.88 | – 10.00 |
| 最差板块 / 消费者服务基金 | – 5.67 | – 3.09 |
| S&P 500 | – 1.67 | 8.22 |
| 美国债券基金 | – 0.58 | 0.35 |
| 彭博巴克莱全球综合债券指数 (Bloomberg Barclays AGG Bond) | – 0.78 | – 0.71 |
本周前 25 名
| 基金 | 投资目标 | 一周 | 年初至今 |
|---|---|---|---|
| Berkshire Focus / BFOCX | 多元资本增长 | 8.87% | 35.9% |
| Fidelity Sel Gold / FSAGX | 贵金属股票 | 6.13% | – 9.3% |
| Fidelity SAI Infltn Foc / FIFGX | 通用商品 | 5.79 | 47.7 |
| PIMCO Comm+ Strat I-2 / PCLPX | 通用商品 | 5.74 | 39.2 |
| Midas Disc / MIDSX | 贵金属股票 | 5.69 | – 9.5 |
| OCM Gold Atl / OCMAX | 贵金属股票 | 5.60 | – 6.0 |
| Gabelli Gold I / GLDIX | 贵金属股票 | 5.54 | – 11.8 |
| Sprott Gold Equity Inv / SGDLX | 贵金属股票 | 5.52 | – 8.7 |
| Invesco Energy A / IENAX | 天然资源 | 5.50 | 33.4 |
| VanEck Intl Gold A / INIVX | 贵金属股票 | 5.48 | – 6.9 |
| AQR Mgd Fut Str HV R6 / QMHRX | 替代管理期货 | 5.42 | 17.9 |
| Rydex Precious Metls Inv / RYPMX | 贵金属股票 | 5.38 | – 10.3 |
| Guinn Atkin Gl Energy / GAGEX | 全球天然资源 | 5.25 | 36.3 |
| US Glbl Gold & PM / USERX | 贵金属股票 | 5.14 | – 11.1 |
| G&R Resources Inst / GRHIX | 全球天然资源 | 5.11 | 6.8 |
| PGIM Quant Cmd Strat R6 / PQCMX | 通用商品 | 5.06 | 31.6 |
| Allspring Prec Met I / EKWYX | 贵金属股票 | 4.99 | – 10.9 |
| BlackRock Enrgy Opp A / BACAX | 全球天然资源 | 4.97 | 33.9 |
| Fidelity Sel Nat Res / FNARX | 全球天然资源 | 4.95 | 23.9 |
| Fidelity Sel Energy / FSENX | 天然资源 | 4.88 | 40.7 |
| Cantor Frtz Cmdty RS Ins / CRSOX | 通用商品 | 4.85 | 26.5 |
| Goldman Comm Str I / GCCIX | 通用商品 | 4.80 | 20.3 |
| Fidelity Global Com Stk / FFGCX | 全球天然资源 | 4.77 | 21.9 |
| PGIM Jenn Ntrl Res Z / PNRZX | 全球天然资源 | 4.72 | 16.4 |
| DFA Commodity Strat / DCMSX | 通用商品 | 4.72 | 30.2 |
| 基金 | 投资目标 | 一周 | 年初至今 |
|---|---|---|---|
| Baron Partners Fund Inst / BPTIX | 多元资本增长 | – 9.41 | – 5.2 |
| Baron Focused Gro Inst / BFGIX | 多元资本增长 | – 8.06% | – 3.2% |
| Invenomic Instl / BIVIX | 替代多空股票 | – 7.88 | – 4.9 |
| Fidelity Sel Cnsmr Dsc / FSCPX | 消费者服务 | – 7.09 | – 6.4 |
| Jacob Internet Fund Inv / JAMFX | 科学与技术 | – 7.04 | – 21.1 |
| Fidelity Sel Comm Serv / FBMPX | 消费者服务 | – 6.57 | 3.6 |
| Midas Spec Opp / MISEX | 多元资本核心 | – 6.48 | 7.3 |
| Baron Gen Growth Inst / BGRIX | 中盘资本增长 | – 6.41 | – 13.1 |
| Transam Cap Growth I / TFOIX | 多元资本增长 | – 6.39 | – 10.1 |
| Jacob Small Cap Gro Inst / JSIGX | 小盘资本增长 | – 6.18 | – 28.2 |
本周后 10 名
最大规模 25 强
| 基金 | 资产 (十亿美元) | 投资目标 | 3年回报* | 1周回报 | 年初至今回报 |
|---|---|---|---|---|---|
| Fidelity SA US Tot Stk / FCTDX | $257.1 | 多元资本核心 | 20.0% | – 1.57% | 12.1% |
| American Funds Gro A / AGTHX | $179.5 | 大盘资本增长 | 19.9% | – 2.16% | 4.7% |
| Fidelity Contrafund / FCNTX | 166.5 | 大盘资本核心 | 23.8 | – 2.60 | 6.6 |
| PIMCO Income Inst / PIMIX | 143.9 | 多部门收入 | 6.8 | – 1.11 | – 0.0 |
| American Funds Bal A / ABALX | 134.4 | 混合目标全增长 | 15.5 | – 0.47 | 8.0 |
| Vanguard Tgt Ret 2035 Inv / VTTHX | 129.3 | 混合资产目标 2035 | 13.4 | – 1.02 | 6.8 |
| Vanguard Tgt Ret 2045 Inv / VTIVX | 121.1 | 混合资产目标 2045 | 15.5 | – 1.08 | 8.4 |
| Vanguard Tgt Ret 2040 Inv / VFORX | 119.6 | 混合资产目标 2040 | 14.5 | – 1.05 | 7.6 |
| Vanguard Tgt Ret 2030 Inv / VTHRX | 114.3 | 混合资产目标 2030 | 12.3 | – 0.99 | 5.9 |
| American Funds ICA A / AIVSX | 111.4 | 大盘资本核心 | 20.4 | – 1.85 | 7.6 |
| Vanguard Wellington Adm / VWENX | 110.8 | 混合目标全增长 | 13.6 | – 1.29 | 4.7 |
| Vanguard Tgt Ret 2050 Inv / VFIFX | 108.1 | 混合资产目标 2050 | 16.5 | – 1.12 | 9.2 |
| Fidelity SA US Total Stk / FSAKX | 99.4 | 多元资本核心 | 0 | – 1.57 | 10.3 |
| American Funds Wash A / AWSHX | 97.8 | 大盘资本价值 | 17.0 | – 0.89 | 7.7 |
| American Funds F Inv A / ANCFX | 95.7 | 大盘资本核心 | 22.3 | – 0.74 | 12.1 |
| Fidelity SA Core Inc / FIWGX | 91.9 | 通用债券 | 4.2 | – 0.69 | – 0.0 |
| Vanguard PRIMECAP Adm / VPMAX | 90.2 | 大盘资本核心 | 24.4 | 0.06 | 21.9 |
| Fidelity Gro Company / FDGRX | 89.7 | 大盘资本增长 | 27.5 | – 1.87 | 16.3 |
| Dodge & Cox Income I / DODIX | 85.6 | 核心债券 | 4.5 | – 0.87 | – 0.7 |
| Fidelity Blue Chip Gr / FBGRX | 84.0 | 大盘资本增长 | 25.5 | – 1.81 | 11.5 |
| American Funds Inc A / AMECX | 84.0 | 混合目标全增长 | 13.3 | – 0.11 | 7.3 |
Vanguard Tgt Ret2055Inv / VFFVX 76.4 Mix-AsstTarg2055 16.6 – 1.12 9.3
24 巴伦周刊 2026年7月27日 收益投资
S
W
作者：IAN SALISBURY
在股息方面，房地产股票的高收益看起来极其诱人——但拥有股份回购和股息增长等额外优势的银行股，可能是更好的选择。
银行和房地产投资信托基金 (REITs) 对利率变动都十分敏感，且在美联储于 2022 年开始加息后，两者均受到冲击。两者的收益率都高于市场平均水平——REITs 为 3.1%，银行股为 1.9%。（标准普尔 500 指数的收益率仅为微不足道的 1%。）然而，当房地产业仍处于缓慢恢复之中时，银行股已强势回归，Invesco KBW 银行交易所交易基金（代码：KBWB）在过去一年的回报率超过 30%。
尽管 REITs 仍在与相对较高的利率作斗争，但银行能够从收益率曲线陡峭化（即短期利率与长期利率之间的差距扩大）中获利。REITs 通常是借款人，而银行则是短期借款、长期贷款。
这种差异体现在两个行业的第二季度收益中。根据 FactSet 的数据，华尔街分析师预测金融业利润将增长近 18%，而房地产股票的增长率则不足 6%。银行还受益于强劲的经济和活跃的投资银行活动，火爆的首次公开募股 (IPO) 市场便是例证。6 月，全美 32 家最大的银行顺利通过了美联储的压力测试。
其结果是一系列股息上调和股份回购。摩根大通、富国银行、摩根士丹利等公司上个月宣布将其派息额度提高两位数。在 7 月报告了强劲的第二季度利润后，包括 PNC Financial 和 Regions Financial 在内的多家区域性银行也纷纷效仿。
瑞银投资银行 (UBS Investment Bank) 更看好金融业而非 REITs，最近将这两个行业的“股东收益率”进行了对比。股东收益率将回购和股息相加，以便更好地衡量向股东返还的总现金流。从这个角度看，金融业的收益率接近 5%，而 REITs 则不足 3%。虽然回购并非直接进入投资者的口袋，但较低的股份数量往往会转化为更高的每股收益和更好的总回报。由 Keith Parker 领导的瑞银股票策略团队写道：“从季度来看，金融板块的‘回购加股息’同比增长近 50%。我们预计这一趋势将继续。”
投资银行业最简单的方式是通过 Invesco KBW 银行 ETF。该基金的收益率为 1.9%，其前几大持仓包括摩根大通、美国银行和富国银行。如果投资者希望避开这些大型权重股（因为它们相对于区域性银行通常具有更高的市盈率和更低的收益率），还有另一个选择：State Street SPDR S&P Bank (KBE)。该 ETF 的股息收益率为 2.1%，由约 100 只美国股票等权重组成。
优先股是另一个选择，其中许多股票的收益率在 5% 到 7% 之间。这些证券通常被视为股票和债券的混合体，主要由银行发行。Cohen & Steers Preferred Securities & Income 基金 (CPXIX) 约有一半资产投资于金融业，收益率为 5.8%。
至于 REITs，瑞银指出，由于单户租赁市场疲软、阳光地带 (Sunbelt) 州供应过剩以及其他问题，住房市场仍处于低速运行状态。办公楼市场也依然参差不齐。不过也有亮点，包括专注于数据中心和老年住房的 REITs，如 Welltower、Equinix 和 Digital Realty。问题在于，它们的股息收益率相对较低且市盈率较高。
目前，尽管银行的收益率相对较低，但它们提供了获得可观总回报的更好机会。 B
作者：乔治·格洛弗 (GEORGE GLOVER)
英国一些最著名的音乐艺术家——包括 Oasis、The Smiths 和 New Order——都来自曼彻斯特。现在，这座北方城市的前市长（刚刚就任首相）需要让他的经济政策奏出正确的音符。
安迪·伯纳姆 (Andy Burnham) 在毫无争议地被选为执政的工党领导人后，于 7 月 20 日成为 2022 年以来英国的第五任首相。他曾担任曼彻斯特市长九年，随后在 6 月赢得选举，成为附近梅克菲尔德 (Makerfield) 选区的国会议员。
振兴停滞的经济应是重中之重，但伯纳姆首先必须安抚投资者。这位所谓的“北方之王”如果不能赢得债券市场的支持，将无法长久，因为债券市场牢牢掌控着政府支出，并且有着惩罚那些不循规蹈矩的首相的历史。
开局并不稳健。在周一就任后不久，伯纳姆表示，他将利用英国财政规则中的“任何灵活性”来资助其政策，其中包括遏制无家可归现象、削减电费税收以及降低公交车票价格上限。
伯纳姆还通过任命前国防大臣约翰·希利 (John Healey) 为财政大臣而让市场感到意外。鉴于希利在前首相基尔·斯塔默 (Keir Starmer) 拒绝增加国防投资后于 6 月辞职，这一任命可能预示着军费开支将增加。希利的辞职和伯纳姆当选国会议员促成了斯塔默政府的垮台。
投资者想知道资助这些支出计划的资金将从何而来。在伯纳姆就职的第一天，被称为“gilt”的 10 年期政府债券收益率突破了 5%，创下自 5 月以来的最高水平，并继续攀升。
但这不会让伯纳姆畏缩。去年 9 月，在他仍是曼彻斯特市长并阐述政府愿景时，他曾表示：“我们必须摆脱这种受制于债券市场的情况。”自那时起，他承诺将遵守财政规则，要求英国在支出与税收之间保持平衡，并降低债务占国内生产总值的比例。
给投资者带来意外是危险的。保守党首相利兹·特拉斯 (Liz Truss) 在 2022 年 10 月辞职前，在任时间仅 45 天，原因是她不提供资金支持的减税计划引发了国债收益率飙升。四年后，市场依然紧张。除非伯纳姆愿意通过提高税收来得罪选民，否则债券市场可能会再次出现抛售。瑞银 (UBS) 经济学家阿伦德·卡普廷 (Arend Kapteyn) 在一份研究报告中写道，如果政府不遵守财政规则，“风险溢价可能会大幅上升”。
伯纳姆的经济议程不仅仅是增加支出。这位前市长还承诺通过将部分职能从伦敦转移到曼彻斯特，来赋予城市和地区更多权力。这一政策非常有意义。英国的其他地区长期以来一直落后于首都，将更多权力交给地方当局可以加快决策速度，并有助于弥补生产力差距。根据生产力研究所 (Productivity Institute) 的数据，近年来英国每小时工作的经济产出远低于美国、法国和德国。
“需要采取步骤来实现去中心化，建立自下而上的战略，赋予地区和市长更多的财政自主权，”德意志银行经济学家桑杰·拉贾 (Sanjay Raja) 告诉 巴伦周刊 (Barron’s) ，“我们还没有像其他国家那样充分挖掘区域生产力的潜力。”
但如果伯纳姆继续惊扰市场，他将永远无法实施他的宏大权力下放计划。为了避免再次出现“特拉斯时刻”——即债券市场崩溃引发领导层更迭——新首相必须确保投资者与其政府步调一致。
2026 年 7 月 27 日 巴伦周刊 (BARRON’S) 25 技术交易员 (TECH TRADER)
AMD 正直接 瞄准英伟达
在科技股低迷的一天中，超微半导体 (Advanced Micro Devices, AMD) 迎来了一个重要时刻。在周四下午名为“推进人工智能 (Advancing AI)”的活动中，该公司提出了一个极具说服力的论点：它正成为英伟达真正的竞争对手。
AMD 对数据中心的最新信心体现在其对未来的预测中。AMD 通常在财务预估和与竞争对手的比较上较为保守，但现在对于自己的前景突然显得异常乐观。
在由首席执行官苏姿丰 (Lisa Su) 领导的周四主题演讲中，该公司再次提高了对人工智能市场的预期。AMD 还对其芯片相对于英伟达、英特尔和 Arm Holdings 的优越性做出了大胆声明——这种勇猛之姿对该公司来说并不寻常。
这些公告表明，在过去的三年中，AMD 已经取得了多么巨大的进步：从每个人的第二选择，变成了炙手人工智能数据中心领域领先的芯片供应商。在一个此前由英特尔和英伟达主导的世界里，AMD 正在争夺由人工智能繁荣带来的数千亿美元资金。
当人工智能热潮开始时，典型的 AI 服务器拥有两个英特尔 CPU 芯片和八个英伟达 GPU，其中四个服务器放入一个标准尺寸的机架中。AMD 在很大程度上被排除在外。该公司之前仅在游戏芯片领域与英伟达竞争，而非在数据中心领域。
到 2024 年，英伟达通过在服务器中塞入 72 个其 GPU 和 36 个其 CPU，重新定义了服务器的可能性，更多
Courtesy AMD
作者：ADAM LEVINE
英伟达的网络芯片，以及数英里长的铜缆连接到一个服务器中，其规模等同于整个机架。 AMD 此前一直处于大幅落后状态。一年前在 Advancing AI 大会上，AMD 发布了其替代方案：搭载 AMD GPU、CPU 和网络芯片的 Helios 机架。 在周四的主题演讲中，AMD 表示 Helios 比英伟达目前的 Vera Rubin 服务器更便宜、更快且更高效。AMD 还将其对 2030 AI 芯片总市场的预测上调至 $1.4 trillion，高于其 11 月分析师日分享的 $1 trillion。 Helios 已进入生产阶段，并将发货给一批客户，其中包括 微软、甲骨文、Meta Platforms、OpenAI 和 Anthropic。最后三家公司参与了主题演讲——这清楚地认可了 AMD 的进展。 英伟达仍然是 AI 服务器的首选，但 Helios 机架看起来具有竞争力。随着客户寻求减少对英伟达的依赖，它很可能会获得大量业务。 智能体（Agents）的兴起——它们使用 AI 模型根据简单的对话指令完成一系列复杂的任务——正在驱动这一繁荣的市场，以及 AMD 的新机遇。在这些机架服务器上运行 AI 模型的进程被称为“推理”（inference），而智能体处理推理的速度之快，是人类无法企及的。对推理需求巨大的智能体，是 AMD 敢于提出 $1.4 trillion 这一数字的主要原因。 智能体是软件，需要传统的 CPU 服务器。 11 月，AMD 表示其认为 2030 服务器 CPU 总市场规模约为 $60 billion。该公司在 5 月将该预测翻了一番。周四，AMD 再次提高标准，目前将其上调至 $220 billion。这在短短八个月内增长了 267%。 服务器 CPU 市场是 AMD 已经极具竞争力的领域，在此领域中其对手是前市场领导者 英特尔。11 月，AMD 声称拥有该市场 40% 的份额，并有明确的路径达到 50%。该领域日益拥挤，Arm、英伟达和高通也提供数据中心 CPU。 在这里，AMD 同样对其新一代第六代 EPYC CPU 处理器的性能和效率做出了大胆的声明。 推理计算中另一个新兴趋势是，对于某些要求高速度和低延迟的工作负载，需要将流程的不同部分分开。为此而设计的全新芯片正与机架服务器配套使用。英伟达通过与芯片初创公司 Groq 达成的 $20 billion 交易拥有自己的解决方案。 周四，AMD 宣布与近期上市的
来自 AMD 和 英特尔 的好消息被投资者以冷淡对待。自 6 月达到峰值以来，PHLX 半导体指数下跌了 18%。
芯片公司 Cerebras 建立合作伙伴关系，将为这些高速任务执行此类“解耦推理”（disaggregated inference）。 AMD 周四的公告并非全部是全新的，但综合来看，它们展示了一家公司正在采取一种类似于英伟达的 AI 数据中心方案——包括多种芯片、针对不同角色优化的不同类型服务器，以及将所有内容整合在一起的软件。 “我们正在构建业内最广泛的计算引擎集，以便为正确的工作负载提供正确的计算，”首席执行官苏姿丰（Lisa Su）在主题演讲中表示。 投资者可能还没有买账。在主题演讲的新闻发布后，AMD 股价下跌 2.3%，而 Cerebras 股价上涨 4.9%。 T
市场对 AMD 演示会的反应，不过是目前动荡不安的芯片世界中的又一个片段。在经历了今年春季的历史性上涨后，该板块出现了一次惨烈的抛售。
数月来，整个板块基本上处于不加区分的买入状态，推动 PHLX 半导体指数在 2026 年截至 6 月 22 日交易结束时上涨了 107%。自该高点以来，该指数已下跌 18%，接近熊市区间。
只需看看周四晚些时候市场对 英特尔 第二季度财报的反应便可见一斑。英特尔 的业绩远超预期，股价在盘后交易中最初大幅飙升。但在周五，在冷静的审视下，投资者在开盘前就开始抛售 英特尔。该股最终下跌 7.9%。
尽管出现抛售，但该股在过去一年中仍上涨了超过 300%。B
26 巴伦周刊 (BARRON’S) 2026年7月27日 问答
错在哪里——以及 如何修正 F
作者：艾米莉·罗素 (EMILY RUSSELL)
联储主席凯文·沃什 (Kevin Warsh) 在 6 月的首次新闻发布会上，多次回避关于货币政策的难题，理由是他组建了五个工作组来研究美联储的运作方式，且相关报告尚在待审。这些由哈佛大学培养的经济学家、前央行官员、私营部门高管及其他人员领导的委员会，将于今年晚些时候就央行的通胀与劳动力市场框架、沟通策略、资产负债表政策以及数据来源提出建议。
巧合的是，这些正是经济学家贾伊·凯迪亚 (Jai Kedia) 作为华盛顿特区自由意志主义智库卡托研究所 (Cato Institute) 研究员所研究的课题。凯迪亚于 2023 年在加州大学欧文分校获得经济学博士学位，去年他参与撰写了一份分为九部分的报告，探讨了美联储在货币政策方面哪里做错了，以及新领导层可以做出哪些改变来拨乱反正。
他所指出的问题与沃什工作组的关注领域显著重合。而且，基于沃什关于美联储改革的表态，这些工作组的建议很可能与凯迪亚的观点产生共鸣。从这个意义上说，他的研究可以被视为沃什领导下的美联储的一份路线图。
凯迪亚设想美联储在很大程度上回归到 2008 年之前的模式。这意味着大幅减少关于利率前景及其整体工作范围的公开沟通。在他看来，“新”美联储将减少对银行的监管并缩减其资产负债表，将其持仓规模从约为美国商业银行所有资产水平的 26.5% 降低至仅 10%，即 2008-09 年金融危机之前的常态。
凯迪亚认为，美联储应当恢复基于规则的货币政策方法，例如泰勒规则 (Taylor rule)——该规则通过一个包含通胀和经济增长的公式来确定理想的联邦基金利率。他写道，政策规则指示的利率与实际联邦基金利率之间的相关性，在美联储主席本·伯南克 (Ben Bernanke) 任期内为 75%，而在美联储主席杰罗姆·鲍威尔 (Jerome Powell) 任期内则下降至负 2%。凯迪亚认为，将这一数值提升至接近 100% 应该是沃什的目标。
在最近接受巴伦周刊 (Barron’s) 采访时，凯迪亚详细阐述了他对美联储和货币政策的愿景。以下是该对话的编辑版本。
巴伦周刊 (Barron’s)：为什么采用基于规则的货币政策方法比自由裁量决策更好，即使正如您所言
卡托研究所研究员
写就的规则并不总能帮助产生最佳的经济结果？ Jai Kedia：最优决策永远不应该是货币政策的目标。这根本不可能实现。归根结底，[联邦公开市场委员会] 只是 12 个人坐在房间里，就一个涉及数百万同样在做借贷决策的人群的借贷市场做出决定。美联储所能做的最好事情，就是在设定利率时遵循一项货币政策规则。 我们已经在经济学中发现，当美联储遵循一项规则时，普通人的处境会更好。 从 20 世纪 80 年代中期到 21 世纪初，美国的通货膨胀率非常低，失业率也非常低。有趣的是，这段被称为“大缓和”（Great Moderation）的时期，与美联储遵循一项可预测的规则最为契合。 基于规则的政策为市场提供了透明度以及利率的客观方向。它还可以作为抵御针对美联储独立性攻击的缓冲。如果美联储遵循一项规则，数据与利率决定之间就存在清晰的联系，政治干预就很难发挥作用。
如果一项规则能够向公众指示利率的走向，这是否意味着我们不再需要美联储的前瞻性指引？ 是的。规则将指示利率的未来路径，而这是前瞻性指引最有效的形式。前瞻性指引在 2008 年后推出时的全部目的，就是为了提供利率的轨迹，其假设是：如果人们能够校准对未来的预期，就会产生良好的宏观经济结果。 但前瞻性指引在制造问题方面的可能性与解决问题一样大。以 2025 年 9 月为例：美联储在四次前瞻性指引中沟通称，无论如何它都将削减联邦基金利率。随后，一份糟糕的通胀报告出炉。[在 2025, 9 月 11 日，政府报告称，按消费者价格指数衡量，8 月年度通胀率上升了 2.9%。] 由于美联储已经设定了降息预期，它必须执行。 在我看来，今年早些时候，FOMC 没有一个成员预计年底前会加息，这很奇怪。这种情况后来发生了变化，这让我们回到了前瞻性指引的问题上。在今年的某个时间点，美联储可能不得不因为通胀压力而提高利率。没有人会认为关税或伊朗战争具有通缩效应。
Warsh 认为，由人工智能使用驱动的生产力提升将具有去通胀作用，从而允许美联储维持较低利率。您在文章中没有探讨 AI 的影响。您的看法是什么？ 在这个问题上我与 Warsh 不一致。他的大部分议程旨在减少自由裁量权，这一点我同意。但试图根据某些对未来的 AI 赌注来做出今天的政策决定，反而倾向于自由裁量权。关于 AI 潜在生产力增长的估计各不相同。有些人认为生产力在 10 年内将增长 1%。而另一些人则说每年将增长 1%。 在基于规则的系统中，与 AI 相关的预测是不必要的。如果 AI 带来了巨大的收益，这将体现在数据中，进而体现在规则中。
如果或当 AI 从结构上改变经济时，美联储的通胀框架是否也需要随之改变？ 我们应该每五年重新审视一次通胀目标。目前的 2% 目标没有学术支撑。它只是一个我们盯着不放并据此校准预期的数字。 美联储已经每五年进行一次框架审查。这些审查的范围应当扩大，以更严肃地对待美联储改革，无论是通胀目标的改革、美联储监管，还是美联储运作的其他方面。
您主张评估美联储用于制定政策的数据类型。是否有其他类型的数据更为理想？
美联储依赖的是回顾性的政府数据，且这些数据经常经过多次修订，尤其是在后疫情 era。例如，我们每三个月才查看一次国内生产总值数据，因此很难准确把握经济状态的快照。但当政府提供免费产品时，私营公司很难以具有竞争力的价格提供替代产品。现有的私营数据源大多是以劳工统计局的数据作为基准。
这听起来可能很刻薄，但政府不应该从事经济统计业务。然而，这套数据系统已经根深蒂固，很难迅速解构。至少在短期内，我们能做的最好的就是向政府统计机构施压，要求其在计算数据时采用更准确的方法。他们可以提高调查对响应的敏感度，以减少误差。
在金融危机之后以及在 Covid-19 疫情期间，财政和货币政策救赎了经济和许多公司。如果再次发生危机（或许与 AI 建设相关），美联储是否应该退场？
是的。支持的保证创造了一种环境，使得公司在未来更有可能失败。相反，如果你明确美联储的职责是维持物价稳定和最大化就业，而不是救助私营公司，你就会激励这些公司在产品和基础设施投资上保持谨慎，不承担不必要的风险。这才是美联储参与私营业务的正确方式。
我对科技行业持乐观态度。AI 公司的估值可能会出现短期紧缩。但如果你让这些公司自行决定如何优化其产品和消费者体验，该行业和市场将会繁荣。
谈到美联储的资产负债表，您主张将其削减数万亿美元。您设想这将如何实现？
听起来美联储通过削减资产负债表会迅速紧缩信贷，从而导致糟糕的经济后果。但美联储不需要一夜之间缩减资产负债表。我愿意给联邦储备局 10 年时间，将其资产负债表降回 2008 年之前的水平。在经济面临如此多其他压力的情况下，这大约是避免向市场过快倾销过多资产所需的时间。
国会在促成美联储任何改革中应扮演什么角色？
《美联储监管改革与现代化法案》于 2015 年在众议院提出。[该法案在众议院通过，但在参议院委员会中夭折。] 除限制美联储的银行贷款外，该法案还将强制美联储采用一项政策规则。对于国会如何强制美联储采用规则，这是一个很好的模板。
我同意此类法案中的大部分内容，但希望明确美联储更改政策规则的时间框架。这个时间必须足够长，以防止美联储过于频繁地更改规则，但又不能长到在美联储认为自己犯错时无法进行调整。
您对 Warsh 有什么个人建议吗？
保持专注于他的使命至关重要，因为一旦他开始实施变革，可能会面临来自各方的批评。如果正确的做法是加息，那么无论特朗普政府的意见如何，他都应该这样做。
股票精选。
独家精选。 提前获取。 专家挑选的小盘股及市场波动股。
6%
-2
-6
市 场 绩 效 概 览 (M A R K E T P E R F O R M A N C E D A S H B O A R D)
道琼斯工业平均指数 (Dow Jones Industrials)
-4
52周: +15.69% 年初至今: +8.08% 本周: -0.38%
-8
芯片股反弹 受芯片股带动，科技股权重较大的纳斯达克综合指数周二上涨 1.3%。费城半导体指数 (PHLX Semiconductor Sector Index) 上涨 5.2%，创下一个月多来最大的单日涨幅。
纳斯达克综合指数 (Nasdaq Composite)
周一 周二 周三 周四 收盘价
来源：巴伦周刊 (Barron’s) 统计数据
重写了 股市的 游戏规则
标准普尔 500 指数 (S&P 500)
52周: +16.02% 年初至今: +8.28% 本周: -0.61% 24,975.82
财报观察 由于投资者等待 谷歌母公司 (Alphabet) 和 特斯拉 (Tesla) 发布财报，科技股反弹在周三暂时停歇。标准普尔 500 指数和纳斯达克指数分别下跌 0.1% 和 0.6%。
谷歌母公司 (Alphabet)
忘记所谓的“风险开启/风险关闭” (risk on/risk off) 吧。 现在驱动股市的是 “AI 开启/AI 关闭”。 曾经，市场的导向是投资者是否愿意承担风险。当时人们认为，在某些日子里，交易员会对经济和盈利变得更加乐观，从而买入各类股票并卖出沉闷的债券。而在另一些日子里，他们则会心有愧疚地卖出投机性资产，回归债券、黄金等舒适的避风港。风险开启，风险关闭。 你现在已经不常听到这个词组了，因为市场的运行方式已经改变。Asym Research 的 Rocky Fishman 指出，在构成标准普尔 500 指数的 11 个板块中，过去五个月里有五个板块与该指数的相关性为零或负相关，其中包括医疗保健和房地产。稍微思考一下这一点。如果我告诉你，State Street Health Care Select Sector SPDR 交易所交易基金上周上涨了 0.9%——事实确实如此——你依然无法据此推断出标准普尔 500 指数下跌了 0.6%（而它确实下跌了）。（道琼斯工业平均指数本周下跌 0.4%。） 在个股层面也是如此。BTIG 的 Jonathan Krinsky 观察到，在今年迄今为止的 135 个交易日中，标准普尔 500 指数的平均股票有 52 天的走势与指数方向相反。相比之下，在 2025 年前 135 个交易日中，指数下跌时个股上涨，或指数上涨时个股下跌的情况仅出现了 24 次。在 2010 年代，这一对比数据从未超过 15 次。 这种股票市场内部离散度增加的趋势，对于我们中的期权专家来说具有许多有趣的启示。（事实上，同时买入个股期权并卖出指数期权已成为对冲基金的一种热门交易。）这也解释了为什么在一些感觉波动剧烈得令人眩晕的日子里，标准普尔 500 指数的波动却如此之小：当一半的船员在向错误的方向划桨时，你的船就无法前行。 这意味着，曾经似乎能解释一切的“风险开启/风险关闭”理论，现在几乎解释不了任何事情。不需要赫尔库尔·波洛 (Hercule Poirot) 这样的名侦探也能发现……
52周: +18.32% 年初至今: +7.46% 本周: -2.13% $319.74
财报之痛 由于支出计划掩盖了强劲的盈利，谷歌母公司 (Alphabet) 和 特斯拉 (Tesla) 在周四下跌。纳斯达克指数下跌 2.2% 领跌，而近期将 谷歌母公司 (Alphabet) 纳入成分股的道指下跌 1%。
作者：ALEX ROSENBERG
52周: +65.51% 年初至今: +2.15% 本周: -7.79%
润滑车轮 由于有报道称美伊重启谈判的努力推动布伦特原油期货跌回 100 美元/桶水平下方，道指周五收盘上涨 0.5%。
周五
-10
'RZ -RQHV &R ,QF $OO ULJKWV UHVHUYHG '-
立即注册
引发 6 月抛售的关于 AI 的疑问依然存在。巴克莱银行（Barclays）上周强调的调查数据显示，美国成年人将 AI 用于个人应用的比例高于工作应用，且在工作中每天使用 AI 的比例低于 14%——这一数字在过去两年中基本持平。巴克莱团队还观察到，“更迅速采用 AI 的行业似乎并未经历更快的生产力增长。”他们对此给予了积极的解读，称“这一证据与一个仍处于采用周期早期的经济体相一致”。但 ChatGPT 已发布近四年，尽管 AI 自那时起有所提升，但进步并非革命性的。预计未来也不会如此。尽管人们一直在讨论创建“通用人工智能”（AGI），或是一个在每项任务上都能击败人类的 AI 模型，但现在看来，这个目标比 2022 年的黄金时代要遥远得多。如果 AI 证明仅仅是一件消费产品
| 指数 | 周五收盘价 | 本周涨跌 | 本周涨跌幅 |
|---|---|---|---|
| DJIndustrials | 51947.25 | -199.17 | -0.38 |
| DJTransportation | 22476.16 | -247.71 | -1.09 |
| DJUtilities | 1172.68 | +23.62 | +2.06 |
| DJ65Stocks | 16899.12 | -50.46 | -0.30 |
| DJUSMarket | 1801.63 | -11.28 | -0.62 |
| NYSEComp. | 23990.88 | +173.92 | +0.73 |
| NYSEAmerComp. | 8402.90 | +305.32 | +3.77 |
| S&P500 | 7411.98 | -45.71 | -0.61 |
| S&PMidCap | 3783.86 | +8.69 | +0.23 |
| S&PSmallCap | 1761.47 | -14.83 | -0.84 |
| Nasdaq | 24975.82 | -544.42 | -2.13 |
随着“七巨头”（Magnificent Seven）开始公布财报，这些担忧渗透到了股市中。周四，由于市场担心谷歌母公司 (Alphabet) 和特斯拉在 AI 上的投入金额不断增加，两者的股价均出现下跌。如果随着微软和亚马逊在下周公布财报，这些问题变得更加紧迫，那么必然会有一些 “AI-off” 交易的受益者——例如 Adobe、Cognizant Technology Solutions 和苹果等公司——准备好迎来反弹。
更大的担忧是，运行了数年的强势 AI 交易将永久性地消退。如果这种情况发生，也许是时候重启 “risk-off”（避险模式）了。
对抗战争与混乱的最佳对冲工具是什么？给你一个提示：它也是 S&P 500 指数中估值最低的板块。 能源股的交易价格仅为未来 12 个月预期收益的 13.8 倍。DataTrek Research 的 Nick Colas 将这一水平归因于该板块对大宗商品价格的依赖。我们明白——投资者希望持有那些凭借强劲业务实现收益增长的公司，而不是那些依赖地下发现的油泥市场价格的公司。但由于原油价格上涨是目前市场最显著的风险之一，这种对油价的敞口其实并非坏事。 多元化的价值是真实存在的。在与 S&P 500 相关性为零或负相关的五个板块中（包括医疗保健和房地产），能源板块的负相关性最高，过去五个月的数据为负 0.4。 但 Colas 认为这些股票不仅仅是对冲工具。“高股息派发表明这些公司具有资本纪律，”他表示。“毫无疑问，这需要时间，但如果它们的收益和资本纪律保持稳健，这些股票可以通过业绩增长获得更高的估值。”
巴伦周刊 Next50 3831.98 -139.46 -3.51
巴伦周刊 400 1600.84 +3.11 +0.19
| 上周 | 前周 | |
|---|---|---|
| NYSE上涨 | 1,155 | 1,508 |
| 下跌 | 1,670 | 1,325 |
| 持平 | 49 | 48 |
| 新高 | 175 | 296 |
| 新低 | 212 | 119 |
| 日均成交量(百万) | 5,113.6 | 5,094.4 |
| 美元 (Finexspotindex) | 101.47 | 100.77 |
| 长期国债 (CBTnearbyfutures) | 109-23 | 111-13 |
道琼斯美国工业指数表现，按周百分比变化排序。*
消费品 –5.93
Colas 表示，对于那些厌倦了人工智能股票的投资者来说，这些股票也可以提供一份“新鲜空气”。“如果你正在寻找一组尊重你的资本且不会将其投入到科学实验项目中的股票，那么就是这些了。” 当该群体中的“金刚”——埃克森美孚（Exxon Mobil）在周五发布财报时，它将有机会证明这一点。也许其报告将提醒人们，能源股可以多么具有价值。 而且，不仅是在疯狂和混乱的时期。
迪士尼的秘密配方 调味品能帮助华特迪士尼追赶吗？ 由于对消费者需求以及媒体业务健康状况的担忧，迪士尼的股票今年表现极差，下跌了 17%。但过去一周的新闻可能为这家“米老鼠之屋”带来至少一个亮点。卡夫亨氏（Kraft Heinz）和迪士尼宣布了一项他们所谓的战略联盟，该联盟“涵盖餐饮服务、媒体、活动等领域”，并将包括“由故事驱动的产品”。 鉴于细节匮乏，两家公司的股价在消息传出后均未波动，这并不令人惊讶。当我们恳请迪士尼提供更多信息时，我们得到了一个礼貌但冷淡的答复：“我们今天没有更多可分享的内容。”于是，我们转向了传奇的迪士尼观察员 Len Testa，他经营着 Touring Plans 网站。 “我怀疑你会在自由树酒馆（Liberty Tree Tavern）看到卡夫通心粉奶酪，”Testa 告诉我们，他指的是神奇王国（Magic Kingdom）的一家餐厅。当然，Len。但那些由故事驱动的产品怎么说？“可以是任何东西，”他说。“好吧，也许不会是‘亨氏海鲜鸡尾酒酱呈现迪士尼的《小美人鱼》’。” 真正吸引我们关注的是一名卡夫亨氏高管对这笔交易的解释：“如今的营销……重点是创造令人难忘的体验，”Nicolas Amaya 告诉
石油与天然气 3.48%
公用事业 2.23
工业 1.36
基础材料 1.31
医疗保健 0.19
电信 –0.31
技术 –0.44
金融 –0.88
消费者服务 –3.91
《华尔街日报》。 这正解释了为什么会有更多公司希望租用一点“仙尘”。迪士尼，尤其是迪士尼乐园，拥有庞大且高度忠诚的粉丝群，使其在消费公司中独树一帜。（我打赌你从未见过一个“家得宝成年粉丝”。）虽然迪士尼乐园在字面上是建立在园内赞助之上的，迪士尼世界的 Epcot 乐园大部分也是如此，但随着公司获得了追踪在线广告价值的能力，该公司在基于“体验”的交易方面经历了一段长期的低迷期。 但在一个广告饱和的世界里，公司可能愿意用一定的确定性来换取通过“品牌光环”与消费者建立深层联系的机会。如果有人能为迪士尼实现这一点，那就是 Josh D’Amaro——这位充满魅力的前乐园负责人，他在 3 月接替 Bob Iger 担任首席执行官，掌握了王国的钥匙。 这并不是说该公司在其他方面几乎完美。有线电视业务显然处于困境。而且投资者（更不用说粉丝了）已经对电影工作室没完没了的续集和翻拍感到厌倦。接下来是什么，一个由《绿色里程》里的老鼠主演的真人版《汽船威利》？“我们继续寻找成功开发新特许经营权的证据，以驱动跨越数十年的价值创造，”古根海姆（Guggenheim）分析师 Michael Morris 写道。 与此同时，短期内存在对主题公园入园人数的担忧，正如康卡斯特（Comcast）在过去一周中对竞争对手环球影城公园入园人数发出的警告所揭示的那样。 但如果迪士尼能向公司展示与“地球上最快乐的地方”联系在一起的价值，它可能也会让股东感到高兴。 或者至少，让他们不那么沮丧。 B
来源：标普道琼斯指数 (S&P Dow Jones Indices)
了解更多： INDAGARE.COM/JOURNEYS/ TANGIER-MANSION-GLOBAL-SEPTEMBER-2026
32 巴伦周刊 2026年7月27日 国际交易员
T
会议。
巴伦周刊的峰会。 你们的峰会是我 唯一会参加的。”
— 一位连续参加了 14 届 巴伦周刊独立顾问峰会 (Barron’s Advisor Independent Summits) 的注册投资顾问 (RIA)
二十年来，巴伦周刊在吸引和召集顶尖财务顾问的艺术上不断精进。 我们认为，我们的独特之处在于提供严谨、相关且见效的深度学习体验，而这正是备受推崇的财务顾问所看重的。
想要了解如何与巴伦周刊合作 以接触全美顶尖的财务顾问， 请扫描二维码。
作者：CRAIG MELLOW
墨西哥总统克劳迪娅·希姆巴姆 (Claudia Sheinbaum) 与美国总统唐纳德·特朗普 (Donald Trump) 之间的蜜月期已经结束。但两国经济之间——去年双边贸易额高达 $873 10亿——的婚姻关系依然维持。投资者们关注的是后者。
自美国政府在 7 月 1 日宣布将不续签《美国-墨西哥-加拿大协定》(USMCA) 自由贸易协定以来，iShares MSCI 墨西哥交易基金一直处于横盘状态。尽管如此，墨西哥股市今年以来仍上涨了 10%。2026 年，比索兑美元汇率上涨了 3% 以上。
尽管墨西哥对美国出口的依赖程度（相对于国内生产总值）几乎是加拿大的两倍，且两国领导人的对话已从热情转为尖锐，但上述涨幅依然维持。
墨西哥外交部最近要求美国各州总检察长调查 14 名墨西哥国民在移民与海关执法局拘留期间死亡的事件。特朗普则称希姆巴姆是一个“胆小的女人”，称她已将国家“失控”于毒品贩子之手。
“人们认为墨西哥正在退回到石器时代，但市场很平静，”Global X ETFs 新兴市场策略主管 Malcolm Dorson 评论道。
原因之一是不续签 USMCA 并不意味着将其撕毁。即使计划在 2026 年进行的“审查”失败（事实上可能并不会失败），该协定在接下来的 10 年内依然有效。本周，美国和墨西哥的谈判代表在华盛顿的一份长长的愿望清单上再次僵持不下，内容从增加汽车中的美国本土成分，到加强防止中国商品通过墨西哥“后门”潜入的壁垒。
“我最后听到的消息是，美国列出了 54 项问题，”咨询公司 BCG 的全球贸易与投资总监 Michael McAdoo 表示。
希姆巴姆领导下的宏观环境虽然缺乏活力，但相对稳定。State Street Investment Management 高级货币组合经理 Aaron Hurd 表示，在年通胀率维持在 3% 至 4% 的情况下，墨西哥 10 年期政府债券 9% 以上的收益率意味着一个“极具吸引力的实际收益率”。他预见比索将保持稳健，以确保这些回报持续流入。墨西哥也将从美国驱动的人工智能爆发中获益。战略与国际研究中心 (CSIS) 研究员 Henry Ziemer 指出：“墨西哥是仅次于台湾的美国第二大 GPU [图形处理单元] 出口国。”Dorson 补充道，美国超大规模云计算供应商计划在边境以南投资超过 $80 10亿建设数据中心，那里的土地和劳动力更便宜。他最看好的墨西哥股票是 Corp. Inmobiliaria Vesta，一家有望从中获利的工业房地产开发商。
他还看好领先的 Banorte 银行。然而，咨询公司 AlixPartners 的全球汽车市场负责人 Mark Wakefield 表示，一个“僵尸状态”的 USMCA 对墨西哥来说并非好消息，对于美国汽车工业而言亦然。美国汽车工业已经演化出一种盈利架构，将高附加值的设计和电子环节集中在边境以北，而将更多劳动密集型的“剪裁与缝制”功能放在墨西哥。他说：“行业对原有的 USMCA 感到满意。”希姆巴姆与特朗普之间熟练的政治周旋，也掩盖了国内改革的停滞，而这些改革本可以推动经济增长突破过去几年勉强维持在 1% 左右的年增长率。特别是，她没有改变继承而来的国家对碳氢化合物和电力部门的掌控。CSIS 的 Ziemer 表示：“在执政将近两年之际，我给她打 C+ 或 B-。” “在某个时间点，你必须向前推进。”
不过，这个评分看起来足以让投资者继续持有墨西哥债券并领取利息。 B
2026 年 7 月 27 日 巴伦周刊 33 行权价 (THE STRIKING PRICE)
T
作者：STEVEN M. SEARS
市场中鲜有绝对的真理，但这一点除外：在恐惧中买入比因恐惧而抛售更好。然而，投资者往往只需经历几个不稳定的交易日，或看到关键股票的大幅波动，就会忘记这一点。在过去的几周里，我们已经看到了这种迹象，因为像谷歌母公司 (Alphabet)、微软和 Meta (原Facebook) 等人工智能超大规模计算股票，以及像美光科技 (Micron Technology) 等芯片股以及其他动量宠儿的波动异常剧烈。如果本周三的超大规模计算公司财报和美联储利率设定委员会会议证实了对冲基金对动量交易即将破裂的担忧，价格波动可能会进一步恶化。如果基金经理的判断正确——且持仓数据显示他们一直在抛售这类热门股——那么请小心。当前的保证金债务处于历史高位，如果经纪公司被迫卖出股票以偿还其发放的贷款，可能会引发恐慌。
这种保证金债务正是数周来在市场表面下酝酿的激烈博弈的底层支撑：许多对冲基金已经对动量交易失去兴趣，但个人投资者依然热情。这两组群体通常同步行动，因为他们都喜欢交易相同的股票。近期的分歧表明，如果本周的消息不乐观，对冲基金可能会等待时机将股价击低，这将引发保证金抛售，并使目前像浓雾般弥漫的恐惧被武器化。
正如我们经常建议的那样，投资者应该列一份在股价下跌期间想要持有或增持的股票清单。最简单的方法是使用“有效期至取消”（GTC）的限价单，指令经纪人在设定价格或更低价格时买入股票。例如，如果你因为默克 (Merck) 的新型胆固醇药物而想持有该公司股票，一个 $125 的 GTC 限价单能让你以那个较低的价格买入目前处于 $131.07 的股票。
目前的保证金债务处于历史高位，如果经纪公司被迫卖出股票以偿还其发放的贷款，可能会引发恐慌。
13%
我们认为，在期权市场通过这种方式获得报酬会更好。通过卖出任何你想买入股票的认沽期权（put option），你通过认沽期权金获得了报酬，因为你同意在较低的价格买入该股票。我们长期倡导这一策略，以至于它已成为最受欢迎的策略之一。（认沽期权赋予持有者在特定价格和时间出售 100 股标的资产的权利。）
以默克为例，卖出 8 月份行权价为 $125 的认沽期权，价格约为 $2。这创造了一个 $123 的有效购买价格（行权价减去认沽期权金）。如果股票在到期时高于 $125，你将保留该认沽期权金。
由于投资者情绪和公司盈利难以预测——恐惧可能会引发大跌，而强劲的盈利可能会继续支撑股价——因此值得考虑该策略的一种变体。为了应对下跌或反弹，卖出两份具有相同行权价和到期日的认沽期权，并买入一份行权价较高但到期日相同的认购期权（call option）。（认购期权赋予持有者在特定价格和时间买入 100 股标的资产的权利。）
以高盛集团 (Goldman Sachs Group) 为例，该公司本身就是波动与恐惧的大师。在股价为 $1,061.23 时，卖出两份 9 月份行权价为 $1,005 的认沽期权，总计获得约 $60，并买入一份 9 月份行权价为 $1,070 的认购期权，价格约为 $51。如果股票在到期时处于 $1,170，该认购期权价值 $100。风险在于：股价跌至远低于 $1,005 的水平。
执行该交易的理想时机是在大跌期间，此时认沽期权的价格因恐惧溢价而虚高，因此卖出可获利更多；而认购期权的溢价——此前因动量交易而变得昂贵——则回归到更正常的价格。
将恐惧货币化并非没有风险。这很像冲进一座燃烧的大楼，但如果你选择坐以待毙观望，则面临错过最大收益的风险。
CBOE 波动率指数
VIX 收盘价 VIX 期货
A S O N D J F M A M J J
A S O N D J F M A M J J
A S O N D J F M A M J J
A S O N D J F M A M J J
来源：CBOE 日数值
SPX 偏斜 (Skew)
隐含波动率 %
隐含波动率 %
来源：瑞信股票衍生品策略 (Credit Suisse Equity Derivatives Strategy)
偏斜度指示期权市场预期股市是上涨还是下跌。它衡量的是虚值 10% 且三个月后到期的认沽期权与认购期权之间隐含波动率的差异。读数越高，看跌情绪越浓。
来源：McMillan Analysis Corp.
| 公司 | 股票代码 | 总成交量 | 认购期权 | 认沽期权 | 平均总成交量 | IV 百分位 | 比率 |
|---|---|---|---|---|---|---|---|
| Calixinc. | CALX | 10945 | 6219 | 4726 | 680 | 56 | 16.1 |
| IMAX | IMAX | 18739 | 11029 | 7710 | 1740 | 50 | 10.8 |
| UTZBrands | UTZ | 13949 | 7746 | 6203 | 1380 | 97 | 10.1 |
| CognyteSoftware | CGNT | 3393 | 3313 | 80 | 400 | 84 | 8.5 |
| PCConnection | CNXN | 2714 | 2442 | 272 | 328 | 97 | 8.3 |
| 15% | |||||||
| LSBIndustries | LXU | 6033 | 5880 | 153 | 724 | 94 | 8.3 |
| Pegasystems | PEGA | 12430 | 6356 | 6074 | 1588 | 76 | 7.8 |
| TEConnectivity | TEL | 66949 | 63564 | 3385 | 8980 | 88 | 7.5 |
| AllegionPLC | ALLE | 4603 | 4365 | 238 | 664 | 27 | 6.9 |
| Danaher | DHR | 84753 | 31283 | 53470 | 16428 | 83 | 5.2 |
| Zoominfo Technologies | GTM | 33428 | 18879 | 14549 | 7020 | 98 | 4.8 |
| SuperGroup LTD | SGHC | 66211 | 65321 | 890 | 14576 | 53 | 4.5 |
| 3MCo. | MMM | 136408 | 93416 | 42992 | 33064 | 48 | 4.1 |
| Decker’sOutdoor | DECK | 30562 | 16362 | 14200 | 8012 | 98 | 3.8 |
| RushStreetInteractive | RSI | 18036 | 10987 | 7049 | 4920 | 38 | 3.7 |
| CSXCorp. | CSX | 173553 | 121536 | 52017 | 49724 | 89 | 3.5 |
| GeneralMotors | GM | 194750 | 119922 | 74828 | 55516 | 67 | 3.5 |
| ObsidianEnergy | OBE | 18770 | 18446 | 324 | 5432 | 98 | 3.5 |
| Vizsla Silver | VZLA | 36960 | 35014 | 1946 | 10684 | 0 | 3.5 |
| TexasInstruments | TXN | 130271 | 79343 | 50928 | 40328 | 95 | 3.2 |
仅限股票的认沽-认购比率
认沽-认购比率 标准普尔 500 指数
NDX 偏斜 (Skew)
34 巴伦周刊 2026年7月27日 内部消息 (INSIDE SCOOP)
E
T
PowersUpan 增持 11% 股份
作者：IAN SALISBURY
劲量兔子 (Energizer Bunny) 从其主要股东之一 Aqua Capital 获得了动力，后者增加了对这家电池制造商的持股。
根据最近向证券交易委员会 (SEC) 提交的 Form 4 文件，Aqua Capital 在 7月17日 至 7月20日 期间，以 $20.21 的平均价格购买了 100,000 股劲量控股 (Energizer Holdings) 的股票，总投资额略高于 $2 百万美元。
文件指出，此次购股使 Aqua 在该公司的总持股达到 7.76 百万股。
根据 FactSet 的数据，劲量大约有 68.5 百万股发行在外的股票，这意味着 Aqua 的持股比例约为该公司的 11%。
受影响，劲量的股价在过去一年中下跌了约 11%。
在财报发布后股价下跌时 趁机买入股票
Elevance Health 的首席执行官今年首次买入公司股票，在财报发布后的抛售导致这家健康保险公司股价下跌仅几天后，便进行了 $1 million 的购买。
首席执行官兼总裁 Gail Boudreaux 于 7 月 17 日买入了 2,725 股 Elevance 股票，每股价格在 $366.14 至 $368.69 之间，总额略高于 $1 million。此次购买使其直接持股增加至 171,976 股，根据近期 $388.24 的价格计算，价值约为 $67 million。Boudreaux 还通过其配偶的可撤销信托间接持有 60 股。
这位首席执行官上一次在公开市场买入是在 2025 年 7 月，当时她花费约 $2.4 million 买入了 8,500 股。与最近这次交易一样，那次买入也紧随第二季度财报发布之后。
Elevance 于 7 月 15. 日公布了季度业绩。尽管数据超过了分析师的预测，但对于寻求更强劲复苏迹象的投资者来说仍不够满意，从而引发股价急剧下跌。
此次回调发生在一次强劲上涨之后。Elevance 的股价在 7 月 14, 日收于 $426.79，处于其 52 周价格区间的上限附近。从财报发布到周五收盘，股价下跌了超过 12%。——Mackenzie Tatananni
Energizer Holdings 的主要股东 Aqua Capital 增加了 其在该电池制造商中的持股。
意识消费者的需求疲软以及关税，这迫使该公司重新调整其制造布局。
情况可能会有所好转。5 月，Energizer 报告称，得益于毛利率的提高，第二财季每股营业盈余同比增长 40%。
根据 Evercore ISI 分析师 Robert Ottenstein 5 月的一份报告，Energizer 最近在与竞争对手 Duracell（由 伯克希尔-哈撒韦 持有）的竞争中获得了市场份额增长。Energizer 未对置评请求做出回应，将于 8 月 4 日公布第三季度业绩。
SEC 备案文件显示，Aqua Capital 是 Durango Capital 的全资子公司。备案文件称，Alfredo Jose Diez Ramirez 是 Durango Capital 的唯一董事兼总裁。尝试联系 Aqua 或该董事均未成功。B
Nano Dimension (NNDM) Murchinson 将其在这家增材制造公司的持股降低至 17,136,276 股。Murchinson 这样做是通过在 6 月 24 日至 7 月 20 日期间，以每股 $1.32 至 $1.53 的价格出售了 3,449,174 股 Nano Dimension 股票，并在 7 月 20 日以每股 $1.55 的价格购买 300,000 股，部分抵消了上述销售。
7 月 17, 日，Murchinson 与 Nano Dimension 签署了一项和解协议，根据该协议，包括首席执行官 David Stehlin 在内的四名董事从董事会辞职。三名由 Murchinson 提名的董事被任命填补空缺，且 Murchinson 不可撤销地撤回了原定于 7 月 31. 日举行的临时股东大会请求。在最新活动之后，Murchinson 继续持有 Nano Dimension 流通股的 8.1% 股份。
Nano Dimension 的股价在 2026 年下跌了约 5.1%。
Metalla Royalty (MTA) Tether Holdings 增加了其在这家贵金属特许权和流转公司的持股，至 12,587,333 股。Tether 是在 6 月 16 日至 7 月 15 日期间，以每股 $6.61 至 $7.85 的价格购买了 1,098,158 股 Metalla Royalty 股票而实现的。在最新购买后，Tether 继续持有 Metalla Royalty 已发行股票 13.5% 的股份。Metalla Royalty 的股价在 2026 年上涨了约 2.5%。
Xerox Holdings (XRX) Starteepo Invest 增加了其在这家打印和数字文档解决方案公司的持股，至 8,940,000 股。这家捷克投资基金是在 7 月 9 日至 7 月 10 日期间，以每股 $2.78 至 $2.81 的价格购买了 800,000 股 Xerox 股票而实现的。在最新购买后，Starteepo Invest 持有 Xerox 已发行股票 6.8% 的股份。Xerox 的股价在 2026 年上涨了约 11.4%。
Angel Oak Mortgage REIT (AOMR) Davidson Kempner Capital Management 降低了其在该住宅抵押贷款 REIT 的持股，至 1,158,320 股。Davidson Kempner 是在 7 月 14 日以每股 $8.51 的价格出售了 700,000 股 Angel Oak Mortgage REIT 股票而实现的。在最新出售后，Davidson Kempner 继续持有 Angel Oak 已发行股票 5% 的股份。Angel Oak 的股价在 2026 年上涨了约 3.1%。
Daktronics (DAKT) Alta Fox Opportunities Fund 降低了其在这家电子计分板和显示系统制造商的持股，至 2,886,799 股。Alta Fox 是在 6 月 24 日至 6 月 30 日期间，以每股 $19.51 至 $20.72 的价格出售了 484,600 股 Daktronics 股票而实现的。在最新出售后，Alta Fox 继续持有 Daktronics 已发行股票 6% 的股份。Daktronics 的股价在 2026 年下跌了约 3.8%。
这些披露内容来自提交给美国证券交易委员会 (SEC) 的 13D 文件。13D 文件在实体获得公司任何类别证券 5% 以上股份后的 10 天内提交。随后持仓或意图的变更必须在修正文件中报告。本材料涵盖 2026 年 7 月 16 日至 7 月 22 日。来源：VerityData (verityplatform.com)
2026 年 7 月 27 日 巴伦周刊 35 赢家与输家
赢家
输家
赢家
输家
赢家
输家
| 名称 (代码) | 成交量 | 收盘价 | 变动 | %变动 |
|---|---|---|---|---|
| UtzBrands(UTZ) | 97445 | 14.10 | +6.89 | +95.6 |
| Cleveland-Cliffs(CLF) | 201706 | 11.93 | +2.65 | +28.6 |
| OceaneeringIntl(OII) | 9674 | 52.73 | +10.45 | +24.7 |
| TenetHealthcare(THC) | 9004 | 233.20 | +38.29 | +19.6 |
| KosmosEnergy(KOS) | 68865 | 2.63 | +0.39 | +17.4 |
| RingCentral(RNG) | 18897 | 48.31 | +6.99 | +16.9 |
| SK Telecom(SKM) | 15127 | 35.67 | +5.05 | +16.5 |
| SensientTech(SXT) | 5401 | 126.79 | +17.74 | +16.3 |
| 名称 (代码) | 成交量 | 收盘价 | 变动 | %变动 |
|---|---|---|---|---|
| Claritev(CTEV) | 630 | 21.61 | –8.78 | –28.9 |
| EvolentHealth(EVH) | 22944 | 4.22 | –1.59 | –27.4 |
| LibertyEnergy(LBRT) | 39490 | 17.36 | –6.48 | –27.2 |
| Albertsons(ACI) | 85701 | 11.03 | –4.08 | –27.0 |
| Shutterstock(SSTK) | 9307 | 5.58 | –1.83 | –24.7 |
| agilon health(AGL) | 1561 | 98.00 | –31.84 | –24.5 |
| Wolfspeed(WOLF) | 19781 | 23.09 | –6.80 | –22.8 |
| Offerpad(OPAD) | 207 | 4.02 | –1.16 | –22.4 |
| 名称 (代码) | 成交量 | 收盘价 | 变动 | %变动 |
|---|---|---|---|---|
| VidaGlobal(VIDA) | 639 | 2.86 | +0.54 | +23.3 |
| SifcoInd(SIF) | 619 | 25.99 | +3.49 | +15.5 |
| NovaGoldRscs(NG) | 45452 | 5.93 | +0.75 | +14.5 |
| UnusualMachines(UMAC) | 15841 | 19.36 | +2.43 | +14.4 |
| AcmeUnited(ACU) | 148 | 53.94 | +6.39 | +13.4 |
| DakotaGold(DC) | 6279 | 4.65 | +0.48 | +11.5 |
| IvanhoeElectric(IE) | 13365 | 9.06 | +0.93 | +11.4 |
| GranTierraEner(GTE) | 1361 | 7.34 | +0.75 | +11.4 |
| 名称 (代码) | 成交量 | 收盘价 | 变动 | %变动 |
|---|---|---|---|---|
| GoldgroupMining(GORO) | 19668 | 2.00 | –2.25 | –52.9 |
| Enigmatig(EGG) | 490 | 5.10 | –2.39 | –31.9 |
| Comstock(LODE) | 9569 | 3.00 | –0.92 | –23.5 |
| SRX Global(SRXH) | 10959 | 1.80 | –0.53 | –22.7 |
| RegentisBio(RGNT) | 997 | 1.96 | –0.42 | –17.6 |
| FlexSolInt(FSI) | 187 | 5.01 | –0.93 | –15.7 |
| EVI Industries(EVI) | 390 | 13.95 | –2.57 | –15.6 |
| ApimedsPharm(APUS) | 68 | 5.65 | –0.95 | –14.4 |
名称 (代码) 成交量 收盘价 涨跌 %涨跌 NIP(NIPG) 410 15.50 +10.72 +224.3 InstinctBioTechnCo(BIOT) 181 15.50 +6.00 +63.2 SafetyInsurance(SAFT) 2066 103.20 +29.06 +39.2 Noodles(NDLS) 590 15.36 +4.25 +38.3 Oatly(OTLY) 2199 13.37 +3.33 +33.2 CipherDigital(CIFR) 165582 23.15 +5.59 +31.8 SuperMicroComp(SMCI) 374971 30.10 +5.92 +24.5 Hut8(HUT) 24203 109.99 +18.54 +20.3
名称 (代码) 成交量 收盘价 涨跌 %涨跌 Leslie's(LESL) 5951 1.24 –1.35 –52.1 QumulusAI(QMLS) 5040 7.16 –7.12 –49.9 BOXABL(BXBL) 6410 4.91 –3.39 –40.8 Codexis(CDXS) 13992 1.48 –0.76 –33.9 NextCure(NXTC) 2599 4.24 –1.75 –29.2 BioHarvestSci(BHST) 275 1.92 –0.78 –28.9 SLScience(SLBT) 658 3.12 –1.18 –27.4 FreeCast(CAST) 1680 1.93 –0.71 –26.9
成交量百分比领先者
成交量百分比领先者
成交量百分比领先者
名称(代码) 成交量 %涨跌 收盘价 涨跌 UtzBrands(UTZ) 97445 908.5 14.10 +6.89 TutorPerini(TPC) 12668 363.7 86.77 +8.15 AlussaEnerII A(ALUB) 450 207.2 10.04 0.00 BiglariB(BH) 1008 202.4 381.39 –2.80 MolinaHealthcare(MOH) 17107 201.2 197.55 –27.82 PenskeAuto(PAG) 4491 198.3 217.35 +14.69 Shutterstock(SSTK) 9307 183.5 5.58 –1.83 SoulpowerAcqn(SOUL) 257 179.4 10.39 +0.01 Danaher(DHR) 63543 174.7 191.50 –12.33 ChainBridgeBncp(CBNA) 133 162.0 42.23 +0.30 HeclaMining(HL) 287913 154.4 15.14 +0.81 TwentyOneCap(XXI) 15611 149.1 4.52 –0.82 Albertsons(ACI) 85701 140.8 11.03 –4.08 Imax(IMAX) 13600 139.3 43.38 +4.13 UiPath(PATH) 564393 134.2 10.84 –1.31 Traeger(COOK) 512 130.4 61.26 –7.93 V2X(VVX) 6486 129.7 83.57 +7.96 AT&T(T) 598979 126.7 24.13 +2.32 SilganHoldings(SLGN) 10062 126.7 46.43 –0.75 BankUnited(BKU) 9492 125.4 46.47 –2.39
按股数成交量
按股数成交量
按股数成交量
名称(代码) 成交量 收盘价 涨跌 %涨跌 NuHoldings(NU) 674642 14.09 +0.50 +3.7 AT&T(T) 598979 24.13 +2.32 +10.6 Nokia(NOK) 577017 9.10 –1.02 –10.1 UiPath(PATH) 564393 10.84 –1.31 –10.8 AMC Ent(AMC) 405706 2.27 +0.33 +17.0 JobyAviation(JOBY) 298187 6.93 –0.30 –4.1 FordMotor(F) 292740 14.37 +0.14 +1.0 HeclaMining(HL) 287913 15.14 +0.81 +5.7 ArcherAviation(ACHR) 254099 4.77 +0.33 +7.4 T1Energy(TE) 223457 5.00 –0.84 –14.4 Transocean(RIG) 205040 5.35 +0.21 +4.1 Cleveland-Cliffs(CLF) 201706 11.93 +2.65 +28.6 CoeurMining(CDE) 187968 15.13 +0.78 +5.4 BitMineImmersion(BMNR) 177671 15.79 +0.10 +0.6 NuScalePower(SMR) 177363 8.09 +0.37 +4.8 BankofAmerica(BAC) 172123 62.05 +0.78 +1.3 Oracle(ORCL) 162426 114.99 –11.42 –9.0 ServiceNow(NOW) 161809 98.78 –4.46 –4.3 Pfizer(PFE) 158421 24.54 –0.51 –2.0 Snap(SNAP) 142230 4.35 –0.18 –4.0
按美元成交量
按美元成交量
按美元成交量
名称(代码) 美元成交量 收盘价 涨跌 %涨跌 TaiwanSemi(TSM) 21263463 403.41 +5.04 +1.3 Oracle(ORCL) 15920943 114.99 –11.42 –9.0 GE Vernova(GEV) 13351525 1014.75 –43.09 –4.1 BloomEnergy(BE) 11932094 184.89 –30.07 –14.0 AT&T(T) 11219826 24.13 +2.32 +10.6 ServiceNow(NOW) 10872236 98.78 –4.46 –4.3 JPMorganChase(JPM) 9965733 353.21 +12.11 +3.6 EliLilly(LLY) 9657240 1196.03 +16.92 +1.4 IBM(IBM) 9609467 214.19 +1.52 +0.7 Danaher(DHR) 9400278 191.50 –12.33 –6.0 DellTechC(DELL) 8977797 437.50 +41.16 +10.4 BankofAmerica(BAC) 8766095 62.05 +0.78 +1.3 Caterpillar(CAT) 8455042 888.73 +8.45 +1.0 UnitedHealth(UNH) 8276009 420.74 –5.35 –1.3 Visa(V) 8120446 355.74 –2.82 –0.8 Salesforce(CRM) 7989577 163.66 –7.11 –4.2 J&J(JNJ) 7836236 263.40 +10.36 +4.1 ExxonMobil(XOM) 7747329 156.94 +9.58 +6.5 BerkHathwy B(BRK.B) 7349615 494.93 +4.02 +0.8 NuHoldings(NU) 6966463 14.09 +0.50 +3.7
名称 (代码) 成交量 %变动 收盘价 涨跌额 Flanigans(BDL) 294 412.1 39.44 –1.67 PelthosTherap(PTHS) 529 355.6 25.92 –1.07 NFT(MI) 140 272.9 9.34 +0.47 BluerockHomes(BHM) 143 265.4 8.36 –0.24 51TalkOnlineEd(COE) 175 206.0 16.08 +0.10 M-tronInds(MPTI) 1897 191.7 83.58 +7.63 NovaGoldRscs(NG) 45452 152.6 5.93 +0.75 FlexSolInt(FSI) 187 76.1 5.01 –0.93 SMJ Intl(SMJF) 5922 71.3 5.57 +0.47 OptimumBank(OPHC) 289 68.8 6.30 +0.27 AcmeUnited(ACU) 148 55.4 53.94 +6.39 Espey(ESP) 370 52.9 57.33 +0.01 TompkinsFin(TMP) 564 49.4 101.12 +7.08 EVI Industries(EVI) 390 43.7 13.95 –2.57 BudaJuice(BUDA) 103 42.6 9.01 –0.65 SolarisResources(SLSR) 1000 32.4 7.66 +0.58 Enigmatig(EGG) 490 26.5 5.10 –2.39 SifcoInd(SIF) 619 24.2 25.99 +3.49 IvanhoeElectric(IE) 13365 23.6 9.06 +0.93 OrlaMining(ORLA) 19060 11.0 9.26 +0.65
名称 (代码) 成交量 收盘价 涨跌额 %变动 HyperscaleData(GPUS) 144214 0.13 +0.00 +0.3 ChinaPharma(CPHI) 124121 1.52 +0.42 +38.2 CalidiBiotherap(CLDI) 104259 0.10 –0.02 –15.9 DenisonMines(DNN) 94768 2.91 +0.09 +3.2 BattalionOil(BATL) 83861 1.63 –0.11 –6.3 B2Gold(BTG) 81856 3.87 +0.20 +5.4 PlanetGreen(PLAG) 69918 0.67 –0.12 –15.6 EquinoxGold(EQX) 57262 9.28 +0.66 +7.7 AtlasClear(ATCH) 46894 0.18 –0.01 –4.8 i-80Gold(IAUX) 45479 1.36 +0.07 +5.4 NovaGoldRscs(NG) 45452 5.93 +0.75 +14.5 PicardMedical(PMI) 43072 0.09 –0.05 –37.3 UraniumEner(UEC) 41370 9.51 +0.23 +2.5 Ur-Energy(URG) 35032 1.22 –0.01 –0.8 KairosPharma(KAPA) 34413 0.28 –0.03 –8.1 OceanPwrTech(OPTT) 30269 0.15 –0.05 –23.5 EnergyFuels(UUUU) 30153 11.30 –0.19 –1.7 TrekorMetals(TGB) 27509 7.00 +0.22 +3.2 VizslaSilver(VZLA) 27180 3.30 +0.23 +7.5 Southland(SLND) 24389 0.62 –0.52 –45.6
名称 (代码) 成交额 ($) 收盘价 涨跌额 %变动 ChinaPharma(CPHI) 631198 1.52 +0.42 +38.2 EquinoxGold(EQX) 393759 9.28 +0.66 +7.7 UraniumEner(UEC) 321764 9.51 +0.23 +2.5 EnergyFuels(UUUU) 292544 11.30 –0.19 –1.7 B2Gold(BTG) 255529 3.87 +0.20 +5.4 NovaGoldRscs(NG) 224804 5.93 +0.75 +14.5 DenisonMines(DNN) 219866 2.91 +0.09 +3.2 UnusualMachines(UMAC) 210047 19.36 +2.43 +14.4 ImperialOil(IMO) 194050 128.48 +5.96 +4.9 TrekorMetals(TGB) 141103 7.00 +0.22 +3.2 M-tronInds(MPTI) 133517 83.58 +7.63 +10.0 OrlaMining(ORLA) 129407 9.26 +0.65 +7.5 IvanhoeElectric(IE) 103779 9.06 +0.93 +11.4 AvinoSilver(ASM) 85914 5.63 +0.13 +2.4 BattalionOil(BATL) 85564 1.63 –0.11 –6.3 SilvercorpMetals(SVM) 82884 9.64 +0.72 +8.1 NatlHealthcare(NHC) 78539 225.69 –2.47 –1.1 ParkNational(PRK) 72980 188.58 –0.89 –0.5 VizslaSilver(VZLA) 69973 3.30 +0.23 +7.5 AmerGold&Silver(USAS) 69014 3.97 +0.19 +5.0
周六收件箱：在 Barrons.com/newsletters 订阅 每周六的 Market Lab 通讯
| 名称 (代码) | 成交量 | % 涨跌 | 收盘价 | 涨跌额 |
|---|---|---|---|---|
| T3Defense(DFNS) | 24881 | 3284.2 | 4.35 | –0.90 |
| ColumbiaFinl(CLBK) | 127801 | 2187.7 | 10.88 | +0.23 |
| SolariusCapA(SOCA) | 424 | 1209.8 | 10.30 | +0.02 |
| 1RT Acqn(ONCH) | 531 | 909.7 | 10.32 | +0.03 |
| ApexTreasuryA(APXT) | 5956 | 866.7 | 10.13 | +0.05 |
| FortressValueV(FVAV) | 473 | 858.2 | 10.22 | +0.10 |
| InflectionPtV(IPEX) | 373 | 749.7 | 10.53 | –0.01 |
| SpartacusAcqnII(TMTS) | 452 | 715.9 | 10.09 | +0.03 |
| BOXABL(BXBL) | 6410 | 564.4 | 4.91 | –3.39 |
| PioneerAcqnIA(PACH) | 597 | 424.1 | 10.27 | –0.02 |
| Oatly(OTLY) | 2199 | 387.1 | 13.37 | +3.33 |
| BluerockAcqnA(BLRK) | 154 | 314.4 | 10.10 | +0.07 |
| ConstructionPtrs(ROAD) | 13027 | 288.0 | 103.29 | –1.18 |
| SafetyInsurance(SAFT) | 2066 | 275.4 | 103.20 | +29.06 |
| FiveStarBncp(FSBC) | 2179 | 251.1 | 46.81 | –2.00 |
| UtahMedProducts(UTMD) | 237 | 245.9 | 67.14 | –2.66 |
| X3Acqn(XCBE) | 679 | 245.3 | 9.95 | 0.00 |
| FGImperiiAcqn(FGII) | 199 | 230.1 | 9.95 | 0.00 |
| Pegasystems(PEGA) | 37010 | 230.0 | 26.82 | –5.34 |
| ThayerVenturesII(TVAI) | 423 | 210.3 | 10.36 | +0.02 |
| 名称 (代码) | 成交量 | 收盘价 | 涨跌额 | % 涨跌 |
|---|---|---|---|---|
| 英特尔(INTC) | 594029 | 92.32 | –2.72 | –2.9 |
| 美国航空(AAL) | 569779 | 14.48 | –0.50 | –3.4 |
| 英伟达(NVDA) | 559890 | 206.84 | +4.03 | +2.0 |
| SoFiTech(SOFI) | 423989 | 16.46 | –0.82 | –4.7 |
| OpendoorTech(OPEN) | 377732 | 3.84 | –0.67 | –14.8 |
| 超微电脑(SMCI) | 374971 | 30.10 | +5.92 | +24.5 |
| SpaceX(SPCX) | 358871 | 115.07 | –8.92 | –7.2 |
| 特斯拉(TSLA) | 275244 | 313.03 | –67.81 | –17.8 |
| IREN(IREN) | 262366 | 37.07 | +3.45 | +10.3 |
| Netflix(NFLX) | 242543 | 70.09 | +1.14 | +1.7 |
| 苹果(AAPL) | 221794 | 333.02 | –0.72 | –0.2 |
| Grab(GRAB) | 202859 | 3.31 | –0.26 | –7.3 |
| Comcast A(CMCSA) | 202007 | 22.30 | –1.50 | –6.3 |
| MicronTech(MU) | 199085 | 920.95 | +72.00 | +8.5 |
| SoundHoundAI(SOUN) | 198282 | 6.16 | –0.11 | –1.8 |
| Alphabet A(GOOGL) | 188231 | 319.74 | –27.03 | –7.8 |
| HuntingtonBcshs(HBAN) | 183627 | 17.36 | –0.89 | –4.9 |
| 亚马逊(AMZN) | 176419 | 232.11 | –15.12 | –6.1 |
| QuantumScape(QS) | 173759 | 4.89 | –0.98 | –16.6 |
| JetBlue(JBLU) | 166388 | 5.27 | –0.15 | –2.8 |
| 名称 (代码) | 成交金额 | 收盘价 | 涨跌额 | % 涨跌 |
|---|---|---|---|---|
| MicronTech(MU) | 145921224 | 920.95 | +72.00 | +8.5 |
| 英伟达(NVDA) | 92896300 | 206.84 | +4.03 | +2.0 |
| SanDisk(SNDK) | 75669168 | 1436.56 | +81.74 | +6.0 |
| 苹果(AAPL) | 59159907 | 333.02 | –0.72 | –0.2 |
| AdvMicroDevices(AMD) | 55254535 | 521.95 | +26.19 | +5.3 |
| 特斯拉(TSLA) | 54498021 | 313.03 | –67.81 | –17.8 |
| 英特尔(INTC) | 44987117 | 92.32 | –2.72 | –2.9 |
| 微软(MSFT) | 41994923 | 381.70 | –12.12 | –3.1 |
| Alphabet A(GOOGL) | 38684960 | 319.74 | –27.03 | –7.8 |
| SpaceX(SPCX) | 33830409 | 115.07 | –8.92 | –7.2 |
| 亚马逊(AMZN) | 31121138 | 232.11 | –15.12 | –6.1 |
| MetaPlatforms(META) | 25852580 | 595.19 | –50.82 | –7.9 |
| Alphabet C(GOOG) | 24807523 | 319.09 | –27.03 | –7.8 |
| 博通(AVGO) | 24267584 | 381.92 | +11.10 | +3.0 |
| SK 海力士(SKHY) | 20528441 | 154.57 | +0.54 | +0.4 |
| 希捷(STX) | 18556252 | 851.69 | +64.03 | +8.1 |
| MarvellTech(MRVL) | 16763423 | 194.23 | +5.55 | +2.9 |
| Nebius(NBIS) | 16636243 | 187.77 | +10.06 | +5.7 |
| PalantirTech(PLTR) | 14505441 | 122.92 | –9.46 | –7.1 |
| 应用材料(AMAT) | 13881283 | 536.25 | +6.59 | +1.2 |
经济学 | 美国聚焦 NDR ndr.com
7月24日：上周发布的6月通胀报告传回了复杂的消息，且通胀缓解的迹象很少（且不令人满意）。虽然CPI通胀在汽油价格下跌（现已部分回升）的带动下有所放缓，但PPI通胀的下降幅度较小，且进口价格通胀有所走强。
粗略地将其视为一条管道，较高的生产者和进口价格通胀是消费者价格通胀的潜在上行风险。近期关于企业库存和销售的数据证实了这一上行风险。
整个管道的价格最终是供给与需求的平衡。当供给超过需求时，价格压力消退。相反，当需求超过供给时，价格压力增加。我们目前处于后一种环境，5月份企业库存与销售比（I/S比率）大幅下降至 1.28，为 2021 年 11 月以来的最低水平。该指标与三年趋势的偏差也是近五年来的最大值，且在历史上与CPI通胀上升一致。
结合精炼石油产品库存紧张，这是另一个指向粘性通胀的指标。它支持我们对今年CPI通胀维持在 3.5% 附近高位的预期。 —Veneta Dimitrova
1.2
-1.2
读者来信 Heritage Capital investfortomorrow.com
July 24: 空头在周四占据了主导。那是糟糕的一天，但并非全面溃败，当天净下跌股票超过 1,200 只。罗素小盘股指数再次跑赢大盘。工业、医疗保健、能源和公用事业逆势上涨。不要低估小盘股在上涨和下跌行情中均表现出色的重要性。各位，牛市还没有结束，只是像我预期那样，受了点伤。 —Paul Schatz
图表聚焦 McClellan Financial Publications mcoscillator.com
July 23: 在金融市场中波动起伏的流动性浪潮往往首先冲击黄金，随后才波及其他市场。出于我尚不明确的原因，这些浪潮触达债券市场的滞后时间大约为 20½ 个月。 黄金在 20½ 个月前正处于一个巨大的尖顶，因此预计当前利率的大幅上涨应该在此时达到峰值。我可以计算出具体日期，但这会给人们留下关于这种关系精确性的误导性印象。它不像我希望的那样在时间上如此精准，而且在某些时期，收益率的转折点比预定时间早到一点，而几周后又比描绘的要晚。这是正常关系，20½ 周只是整体拟合度最好的滞后时间。 该模型也无法像我们希望的那样准确告知我们波动幅度。舞步是相似的，但幅度可能不同。这就是该模型的本质。 这是一个需要记住的重要点：20½ 个月前，金价在略低于 $2,800 每盎司的位置见顶。随后，黄金价值在 Jan. 29, 2026, 达到 $5,508. 的峰值时几乎翻了一番。这并不意味着债券的数值收益率将从现在起翻倍。它不是那样运作的。但应该会有一些明显的反应。 不过，首先，债券收益率预计将与黄金走势图中所显示的剧烈横盘波动相匹配。这种横盘时期应该持续到 9 月中旬，随后收益率的大幅上涨将按计划开始。 —Tom McClellan
股票策略 Evercore ISI evercoreisi.com
Felix Vezina-Poirier, BCA Research
AI 堆栈（AI stack）中的争论。超大规模云服务商（Hyperscaler）的资本支出必须保持足够高以支撑需求，但不能以牺牲回报为代价。谷歌母公司 (Alphabet) 交付了一个强劲的季度，但负的自由现金流以及对长期资本支出算法缺乏指引导致股价下跌。GE Vernova 经历了类似的动态，由于利润轻微未达预期以及投资者对订单预订速度的担忧，掩盖了其原本强劲的季度表现。持续的 AI 投资和 GE Vernova 增长的积压订单表明，产能仍然是增长的主要制约因素，该行业仍是在面向需求构建，而非过度构建。 —Julian Emanuel, Michael Chu, Barak Hurvitz, Steven Fandozzi
每日洞察 BCA Research bcaresearch.com
July 22: 7 月标志着欧洲最低限度豁免（de minimis exemptions）的结束，这指向了退出全球化所带来的通胀后果。Starting on July 1, the
花旗集团恐慌/狂热模型 (Citigroup Panic/Euphoria Model) 最新值 +1.01 狂热 (Euphoria) 中立 (Neutral) 恐慌 (Panic)
本评论近期由基金经理、研究机构及市场通讯撰稿人发布，由巴伦周刊 (Barron’s) 职员编辑。
欧盟对所有价值低于 €150, 的包裹征收三欧元的统一关税，结束了被利用长达二十年的免税豁免，尤其是来自中国的包裹。进入该贸易集团的低价值包裹数量从 2022 年的 1.3 billion 件激增至 2025, 年的 5.9 billion 件，其中 91% 直接源自中国。Shein 和 Temu 等平台利用最低限度豁免 (de minimis exemption) 来规避最高达 12% 的进口关税。欧盟与中国的贸易逆差在 2025 年扩大至约 €360 billion，损害了当地零售商和工业。纺织品就是一个典型的例子：低成本进口商品的激增侵蚀了就业和国内产出。
欧盟正在追随美国的脚步，特朗普政府已于 2025. 8 月取消了 $800 的最低限度起征点。虽然政策变动应能为欧洲零售商提供一定的缓解，但消费者应当预期日常低价值进口商品的价格将上涨，正如 2025. 8 月以来美国服装和鞋类价格上涨所暗示的那样。此次政策变动同时也提醒人们，保护主义措施从长远来看将导致通胀更具粘性。 —Felix Vezina-Poirier
0.6
-0.6
A
B
新高 - 新低
巴伦周刊 50 只股票平均值 (Barron's 50-StockAverage) 53 现金追踪 (CashTrack) 47 即将公布的收益 (Coming Earnings) 51 会议电话日历 (ConferenceCallCalendar) 52 共识预期 (ConsensusEstimate) 51 Delta 战术情绪 (DeltaTacticalSentiment) 51 分发与发行 (Distributions&Offerings) 50 股息增加-削减 (DividendBoosts-Reductions) 52 除息日-派息日 (DividendEx-Payment Dates) 52 道琼斯指数 (DJ Averages) 49 道琼斯美国总市场行业组 (DJ U.S.Total MarketIndustry Groups) 51 道琼斯指数 (DowJonesAverages) 49
75.28 54.70 Altria MO 5.8 15 72.99 –1.221.06 10.10 9.90 AlussaEnerIIA ALUB ... dd 10.04 ... ... 3.45 2.10 Ambev ABEV ... 17 3.06 +0.03 ... 91.61 22.12 AmbiqMicro AMBQ ... dd 70.28 –2.15 ... 50.94 36.25 Amcor AMCR 5.8 31 44.54 +0.60 .65 38.11 19.80 Amentum AMTM ... 37 22.55 +1.87 ... 42.76 28.92 AmerSports AS ... 42 33.92 –2.52 ... 28.63 15.62 AmerantBncp AMTB 1.3 20 28.50 +2.32 .09 118.32 96.57 Ameren AEE 2.6 20 113.78 +2.23 .75 44.93 15.52 Ameresco AMRC ... 37 21.75 –1.36 ... 28.46 17.80 AmericaMovil AMX 2.1 16 26.01 –0.26.3078 25.97 17.72 AmericanAssets AAT 5.6 81 24.30 –1.21 .34 28.46 10.29 AmerEagle AEO 2.9 11 17.00 –0.03 .125 11.99 10.49 AmExceptionalism AEXA ... ... 11.70 +0.08 ... 387.49 288.34 AmerExpress AXP 1.2 20 326.17 –29.18 .95 150.02 122.11 AmericanFin AFG 2.4 14 143.76 +1.87 .88 58.02 36.73 AmerHlthcrREIT AHR 1.7 99 57.44 +0.28 .25 36.56 27.22 AmHomes4Rent AMH 4.0 27
33.37 –0.70 .33 26.36 16.19 AmerIntegrityIns AII .0 4 18.67 +0.011.02 87.29 71.25 AIG AIG 2.5 14 79.06 –1.44 .50 24.44 12.42 AmRltyInv ARL ... 20 14.79 –1.09 ... 90.11 69.45 AmerStWater AWR 2.3 25 86.41 –2.87.504 14.73 7.00 AmerStratInvt NYC ... dd 8.20 –0.22 ... 234.33 160.06 AmerTowerREIT AMT 4.2 27 166.67 –3.39 1.79 5.92 2.05 AmerVanguard AVD ... dd 2.57 –0.04 ... 147.87 120.57 AmerWaterWorks AWK 2.7 24 134.66 –0.45.895 13.45 3.71 AmericanWell AMWL ... dd 10.81 –2.42 ... 16.92 10.10 AmericoldRealty COLD 6.4 dd 14.32 –1.61 .23 550.18 422.37 Ameriprise AMP 1.3 13 528.90 +1.03 1.70 93.22 64.64 AmerisBancorp ABCB .9 16 87.73 –4.58 .20 244.71 175.61 Ametek AME .6 37 241.97 +4.97 .34 12.81 1.75 Ampco-Pitt AP ... dd 8.20 +0.54 ... 178.52 102.18 Amphenol APH .7 44 152.67 +1.47 .25 6.79 3.41 AmplifyEnergy AMPY ... 17 3.94 ... ... 24.23 6.07 AmpriusTech AMPX ... dd 9.24 –0.92 ... 29.01 17.61
Amrep AXR ... 11 25.41 –0.19 ... 65.94 44.12 Amrize AMRZ .0 24 49.25 –0.49 .11 45.00 18.12 Andersen ANDG ... 41 42.82 –1.63 ... 10.14 7.96 AngelOakMtgREIT AOMR14.5 14 8.80 –0.33 .32 60.00 2.05 AngelStudios ANGX ... dd 4.05 –0.06 ... 129.14 45.36 AngloGoldAsh AU 4.5 12 79.67 +2.91 1.16 85.56 56.97 AB InBev BUD 1.2 24 81.66 +1.091.1749 24.52 20.00 AnnalyCap NLY 13.4 6 22.45 –0.56 .75 5.50 1.54 AnnovisBio ANVS ... dd 1.66 –0.08 ... 23.84 16.77 AnteroMidstream AM 4.0 27 22.75 +0.16.225 45.75 29.10 AnteroResources AR ... 11 35.28 +1.71 ... 381.00 304.59 Aon AON .9 20 361.70 –5.51 .82 8.82 2.59 ApartmtInv AIV 62.1 dd 2.64 –0.091.30 49.99 33.40 APi Group APG ... dd 39.57 –0.55 ...
永不满足：由于财报季的影响，道琼斯指数上周下跌 0.4%。霍尼韦尔技术公司（Honeywell Technologies）在分拆为两家公司后的首次报告后上涨 8.1%。美国运通（American Express）尽管每股收益（EPS）超出预期，但仍下跌 8.2%。
周一 周二 周三 周四 周五
（前周五收盘价）
道琼斯每股价值 (DowJones Per Share Values) 50 交易所交易基金 (Exchange Traded Portfolios) 46 美联储数据库 (FederalReserve DataBank) 52 外汇 (ForeignExchange) 51 金银价格 (Gold & Silver Prices) 52 金矿指数 (Gold MiningIndex) 52 指数市盈率与收益率 (IndexesP/Es & Yields) 50 首次公开募股 (Initial PublicOfferings) 50 投资者情绪读数 (Investor SentimentReadings) 50 关键海外市场指数 (KeyForeign Market Indexes) 45 市场实验室 (Market Lab) 49 美国及国外货币利率 (Money Rates, U.S.& Foreign) 51
11.24 6.65 ApolloComRlEst ARI 14.8 8 6.77 –0.213.75 153.43 99.56 ApolloGlbMgmt APO 1.8 81 122.61 +2.14.5625 17.13 10.85 AppleHospREIT APLE 5.7 23 16.77 –0.07 .08 24.24 16.57 AppliedAerspc&Dfns AADX ... dd 18.01 +1.01 ... 348.09 238.34 AppliedIndlTech AIT .6 33 347.06 +10.65 .51 164.28 103.23 Aptargroup ATR 1.5 23 132.36 –0.25 .48 78.49 51.68 Aptiv APTV ... 33 56.55 –0.92 ... 58.68 35.07 Aramark ARMK .8 43 57.18 +0.44 .12 12.58 4.86 ArborRealty ABR 13.6 13 4.99 –0.19 .17 72.50 30.17 ArcelorMittal MT .8 16 66.88 +0.43 .15 14.62 4.30 ArcherAviation ACHR ... dd 4.77 +0.33 ... 88.46 52.96 ADM ADM 2.4 38 85.92 +0.02 .52 42.23 21.17 Archrock AROC 2.4 20 36.14 –1.00 .22 9.75 6.51 ArcosDorados ARCO 3.4 7 8.22 –0.01 .07 146.92 81.91 Arcosa ACA .1 32 145.00 –0.01 .05 31.74 8.84 ArcusBiosci RCUS ... dd 28.42 +1.05 ... 5.43 3.29 ArdaghMetalPkg AMBP 8.4 92 4.78 +0.09 .10 15.48 7.71 ArdentHealth ARDT
... 11 10.64 +0.49 ... 20.02 10.06 ArdmoreShipping ASC 9.4 13 16.61 +1.21 .39 5.89 4.05 AresCmclRlEst ACRE13.2 dd 4.55 –0.07 .15 195.26 95.80 AresMgmt ARES 4.3 59 126.51 +0.83 1.35 805.75 197.00 Argan AGX .4 50 568.92 +17.66 .50 23.29 6.65 ArisMining ARIS ... 18 14.66 +0.72 ... 189.82 112.80 AristaNetworks ANET ... 60 173.99 +5.38 ... 19.94 11.05 ArloTech ARLO ... 46 12.87 –0.44 ... 19.31 13.98 ArmourResREIT ARR 17.7 4 16.27 –0.34 .24 206.08 150.28 ArmstrongWorld AWI .8 23 160.71 +4.74.339 79.17 33.71 ArrayDigitalInfr AD .0 7 34.88 –0.1211.00 237.33 101.79 ArrowElec ARW ... 15 212.27 +5.66 ... 48.46 33.96 ArtisanPtrsAsset APAM 8.6 10 39.34 +0.83 .77 48.25 19.16 Artivion AORT ... cc 25.28 +0.22 ... 15.71 5.38 Asana ASAN ... dd 6.86 –0.83 ... 263.38 172.01 AsburyAutomotive ABG ... 8 225.24 +4.88 ... 6.75 2.50 AshfordHosp AHT ... dd 3.24 –0.01 ... 69.66 46.30 Ashland ASH 2.5 dd 66.40 –2.24
.42 9.78 2.30 AspenAerogels ASPN ... dd 4.67 –0.46 ... 31.83 23.63 AssociatedBanc ASB 3.1 11 30.81 –0.53 .24 284.12 183.39 Assurant AIZ 1.3 14 276.94 +0.10 .88 92.40 72.76 AssuredGuaranty AGO 1.8 10 85.36 +0.40 .38 212.71 141.77 AstraZeneca AZN 1.9 25 169.26 +0.361.028 25.85 16.35 AtegritySpecIns ASIC ... 13 23.62 +0.83 ... 90.16 53.49 Atkore ATKR 1.7 dd 76.63 +3.21 .33 43.62 30.39 AtlUnionBkshs AUB 3.5 13 42.23 –0.42 .37 20.13 7.64 AtlasEnergy AESI .0 dd 11.96 –2.11 .25 192.51 154.23 AtmosEnergy ATO 2.2 22 179.22 +1.541.00 66.50 37.22 AtmusFiltration ATMU .4 21 53.56 +2.20.055 6.47 3.07 ATRenew RERE 2.6 16 3.88 +0.01 .10 6.85 4.09 Auna AUNA ... 21 5.04 –0.08 ... 29.92 15.57 Autohome ATHM11.3 16 21.11 –0.42 .59
共同基金 (Mutual Funds) 47 纽约证券交易所 (N.Y.Stock Exchange) 37 纳斯达克全国市场 (Nasdaq NationalMarket) 41 新上市公司 (NewCorporateListings) 50 新高与新低 (NewHighs & Lows) 53 纽约证券交易所半小时成交量 (NYSE Half-Hourly Volume) 50 其他市场指数 (Other MarketIndexes) 49 经济脉搏 (Pulseof the Economy) 51 股票拆分-特别股息 (StockSplits-SpecialDividends) 52 股票成交量 (StockVolume) 50 交易日记 (Trading Diary) 49 关键指标 (Vital Signs) 30
J
L
N
BARRONS.COM/DATA 纽约证券交易所综合列表
H
K
M
–52周– Tick Div 最高 最低 名称 代码 收益率 P/E 最新价 涨跌额 涨跌 6.44 3.50 GrayMedia GTN 8.1 dd 3.96 ... .08 15.33 6.67 GrayMediaA GTN.A 4.6 dd 6.90 –0.54 .08 83.18 60.44 GreenBrickPtrs GRBK ... 11 72.48 –0.27 ... 15.41 9.31 GreenDot GDOT ... dd 13.28 –0.12 ... 59.19 38.23 Greenbrier GBX 2.6 15 52.12 +2.10 .34 7.02 3.69 GreenfireResources GFR ... dd 6.51 +0.16 ... 2.57 1.10 GreenTree GHG 4.6 4 1.12 –0.07 .06 96.79 57.63 Greif B GEF.B 3.9 30 96.35 +3.15 .93 78.85 55.75 Greif A GEF 3.2 25 78.62 +2.30 .62 11.45 4.71 GreystoneHousing GHI 10.9 dd 5.12 –0.11 .14 98.37 65.01 Griffon GFF 1.0 cc 90.62 –0.85 .22 19.58 9.73 Grindr GRND ... 30 14.85 –0.41 ... 488.39 279.10 Group1Auto GPI .7 13 330.87 +4.81 .55 1.60 1.05 GroveCollab GROV ... dd 1.07 –0.01 ... 23.05 12.26 GrupoAeromexico AERO ... 10 14.97 –0.46 ... 300.41 206.91 GAP PAC 3.7 20 216.28 –4.634.4815 381.52 259.01 ASUR ASR 7.4 15 267.76 –11.955.7362 6.20 2.80 GpoAvalAcc AVAL 2.7 13 4.78 –0.14.0115 88.04 43.20 GrupoCibest CIB 7.6 44 86.01 +5.601.3288 13.55 4.54 GpoSupervielle SUPV ... dd 9.52 –0.19 ... 3.49 2.27 GrupoTelevisa TV ... dd 2.75 +0.04 ... 44.00 19.30 GuardianPharm GRDN ... 48 40.45 –0.07 ... 272.60 102.30 Guidewire GWRE ... 74 138.23 –11.79 ... 225.78 149.18 GulfportEnergy GPOR ... 5 157.27 +4.36 ...
–52周– Tick Div 最高 最低 名称 代码 收益率 P/E 最新价 涨跌额 涨跌
44.13 24.38 HASustInfrCap HASI 4.4 cc 38.37 –0.05.425 556.52 330.00 HCA Healthcare HCA .8 13 382.19 +11.01 .78 210.50 136.37 HCI Group HCI .9 8 178.83 +0.86 .40 39.47 22.66 HDFC Bank HDB 1.5 14 23.23 –3.15.3756 93.66 42.16 HF Sinclair DINO 2.3 13 88.30 –0.29 .50 53.29 28.93 HNI HNI 3.4 98 41.62 –0.11 .35 29.65 17.56 HP HPQ 4.7 10 25.75 +0.91 .30 103.94 60.61 HSBC HSBC 3.6 17 103.40 +2.79 .50 4.93 2.15 HUYA HUYA .0 dd 2.36 –0.04 .135 87.32 47.32 Haemonetics HAE ... 39 78.78 +0.92 ... 9.54 5.17 Hafnia HAFN 9.6 8 7.65 +0.40.2877 14.00 8.81 Hagerty HGTY ... 56 11.68 –0.34 ... 11.28 8.65 Haleon HLN 1.9 20 9.78 –0.32.1307 43.59 20.39 Halliburton HAL 2.0 17 33.36 –1.86 .17 25.05 12.72 HamiltonBeach HBB 2.2 11 22.31 –0.77 .125 36.28 21.00 HamiltonIns HG .0 6 36.16 +1.222.00 225.29 163.18 HanoverIns THG 1.7 11 218.11 +4.88 .95 31.25 17.09 Harley-Davidson HOG 2.9 16 25.49 –1.09.1875 26.06 12.58
HarmonyGold HMY 2.1 11 15.87 +1.22.3124 144.50 120.33 HartfordIns HIG 1.7 9 140.53 +0.27 .60 44.99 20.28 HavertyFurn A HVT.A 4.4 23 28.05 –1.20 .31 27.67 19.53 HavertyFurn HVT 5.3 20 24.91 –0.72 .33 17.38 10.57 HawaiianElec HE ... 18 13.50 +0.05 ... 35.73 17.02 HawkEye360 HAWK ... dd 19.38 +0.69 ... 17.73 12.93 Hayward HAYW ... 20 14.43 +0.07 ... 21.57 15.29 HealthcareRealty HR 4.5 dd 21.40 +0.08 .24 22.77 15.70 HealthpeakProp DOC 5.5 70 22.27 –0.24.1017 34.17 5.62 HeclaMining HL .1 22 15.14 +0.81.0037 369.48 256.11 Heico HEI .1 62 349.61 +6.95 .13 279.66 199.35 HeicoA HEI.A .1 45 253.40 +3.33 .13 95.05 34.95 HeliosTech HLIO .6 44 79.83 –1.32 .12 10.75 5.52 HelixEnergy HLX ... cc 9.91 +0.33 ... 41.82 15.17 Helm&Payne HP 2.8 dd 35.34 +1.20 .25 20.40 7.56 Herbalife HLF ... 5 11.89 –0.10 ... 188.35 88.45 HercHoldings HRI 1.7 dd 162.59 +13.12 .70 19.67 13.70 HerculesCapital HTGC 10.2 9 15.73
广度 道琼斯工业平均指数 (DJIA)
663,000
658,200
653,400
648,600
643,800
639,000
A S O N D J F M A M J J
在生成此图表时，我们将每日纽约证券交易所综合指数的下跌数从该日的上涨数中减去。所得结果累加至次日，以此类推。当五天的数据全部相加时，便得出我们绘制的周数值。1985 年 12 月 31 日 = 1000。
34.42 25.08 ICICIBank IBN .7 17 29.51 –0.25.2491 6.97 4.76 ICLGroup ICL 3.6 26 5.28 +0.23.0471 154.91 120.52 IDACORP IDA 2.4 25 148.57 –0.16 .88 231.70 157.25 IDEX IEX 1.3 33 223.27 –1.67 .73 69.15 45.72 IDT IDT ... 20 64.30 +1.14 ... 8.95 5.71 IHS Holding IHS ... 15 8.23 +0.08 ... 33.46 22.54 ING Groep ING 3.3 13 32.83 +0.50.8606 21.30 3.75 INNOVATE VATE .0 dd 8.34 –0.69 .78 31.02 20.08 Invesco IVZ 2.9 dd 29.93 +0.30 .215 247.05 154.50 IQVIA IQV ... 26 208.05 +1.79 ... 19.14 10.87 IRSA IRS .0 4 14.92 –0.161.3951 225.26 157.67 ITT ITT .8 35 195.86 +3.35.386 24.87 6.69 IamGold IAG ... 9 14.66 +0.52 ... 40.49 19.10 Ibotta IBTA ... dd 26.25 –5.30 ... 3.20 1.33 iHuman IH .0 8 1.45 +0.08 .10 303.15 238.82 IllinoisToolWks ITW 2.3 26 283.02 +6.97 1.61 45.88 24.20 Imax IMAX ... 59 43.38 +4.13 ... 18.18 14.60 IndepRealty IRT 4.3 82 16.61 –0.01 .18 19.59 11.13 InfinityNatrlRscs INR ... 5 13.20
+0.20 ... 27.50 8.52 Infleqtion INFQ ... dd 8.97 –0.12 ... 30.00 10.30 Infosys INFY 4.0 14 11.11 –0.38.2647 100.96 68.07 IngersollRand IR .1 57 84.40 +2.16 .02 79.29 39.74 Ingevity NGVT ... dd 73.26 –3.27 ... 31.69 18.09 IngramMicro INGM 1.1 19 29.44 +0.16.084 134.77 94.44 Ingredion INGR 3.2 10 101.12 –1.44 .82 65.38 44.58 InnovativeIndProp IIPR 12.4 16 61.48 –2.991.90 32.25 15.54 InnovexIntl INVX ... 36 26.84 +1.06 ... 61.65 18.57 Insperity NSP 5.0 dd 48.35 –1.20 .60 147.03 38.91 InspireMedical INSP ... 11 49.19 –1.41 ... 349.00 193.11 InstalledBldg IBP .7 24 227.43 –1.22 .39 39.91 24.35 InsteelInds IIIN .4 18 32.68 +1.68 .03 115.51 62.00 IntegerHoldings ITGR ... 25 98.62 +3.20 ... 189.35 121.79 ICE ICE 1.4 21 145.79 +6.14 .52 175.89 113.32 InterContHtls IHG 1.1 32 156.18 –1.901.259 61.38 35.45 IntercorpFinSvcs IFS 3.0 11 59.73 +0.271.80 332.46 199.19 IBM IBM 3.2 19 214.19 +1.52 1.69
84.45 59.14 IntlFlavors IFF 2.1 23 75.94 –2.26 .40 56.13 29.26 IntlPaper IP 4.4 dd 42.16 +4.60.4625 93.48 39.06 IntlSeaways INSW .5 8 92.28 +5.524.43 50.34 22.55 IntrepidPotash IPI ... 32 34.22 +0.02 ... 37.22 26.81 InvenTrust IVT 2.6 26 36.45 –0.28 .25 9.50 7.10 InvescoMtg IVR 19.0 10 7.58 –0.52 .12 32.45 24.25 InvitatHomes INVH 4.0 52 29.78 –0.34 .30 84.64 25.89 IonQ IONQ ... dd 32.84 –1.94 ... 10.07 9.81 IrisAcqnII IRAB ... ... 9.95 ... ... 134.68 77.77 IronMountain IRM 2.7 cc 128.31 +4.49.864 9.60 5.93 ItauUnibanco ITUB ... 11 8.28 +0.08 ...
24.30 13.71 JBGSMITHProp JBGS 4.8 dd 14.52 –0.36 .175 18.65 11.49 JBS JBS ... 7 12.28 +0.37 ... 170.19 113.67 JBT Marel JBTM .3 43 137.14 +3.14 .10 6.98 0.93 JELD-WEN JELD ... dd 1.10 –0.07 ... 18.80 10.41 J.Jill JILL 2.0 12 16.86 +0.25 .09 353.37 279.10 JPMorganChase JPM 1.7 15 353.21 +12.111.50 428.93 189.60 Jabil JBL .1 39 312.59 +11.58 .08 10.74 10.25 JacksonAcqnIIA JACS ... 36 10.68 –0.02 ... 0.30 0.12 JacksonAcqnIIRt JACS.RT ... ... .15 ... ... 126.69 82.65 JacksonFinl JXN 3.0 dd 119.28 –6.38 .90 168.44 105.68 JacobsSolns J 1.1 41 134.56 +2.81 .36 29.83 16.46 JamesHardie JHX ... cc 26.54 +0.72 ... 10.80 4.26 JanusIntl JBI ... 17 5.29 –0.11 ... 31.54 22.76 JanusLiving JAN 1.8 ... 31.41 +1.06.0475 71.04 35.53 JefferiesFinl JEF 2.9 16 55.86 +0.99 .40 31.88 14.78 JinkoSolar JKS 10.0 dd 14.80 –1.691.50 20.95 6.89 JobyAviation JOBY ... dd 6.93 –0.30 ... 269.43 164.23 J&J JNJ 2.0 31 263.40 +10.361.34 151.18 102.09 JohnsonControls JCI 1.1 26 143.37 +2.91 .40 363.06 258.19 JonesLang JLL ... 17 325.45 –5.22 ...
广度 659,856
14.72 4.36 JumiaTech JMIA ... dd 5.86 –0.64 ...
O
R
S
BARRONS.COM/DATA 纽约证券交易所综合列表
T
–52周– Tick Div 最高 最低 名称 代码 收益率 P/E 最新 涨跌 金额 17.26 12.07 NorthAmConstr NOA 2.4 18 13.92 +0.66.0875 10.49 4.76 NoEuroOil NRT 11.4 9 8.89 +1.16 .22 31.17 17.18 NorthernOil&Gas NOG 8.5 dd 21.18 –0.01 .45 19.71 14.25 NorthpointeBcshs NPB .6 7 17.19 –1.60.025 774.00 479.02 NorthropGrum NOC 1.8 17 542.24 +20.672.47 55.99 39.29 NorthwestNat NWN 3.8 18 51.68 +0.48.4925 27.18 14.53 NorwegCruise NCLH ... 17 19.37 –0.09 ... 6.06 1.26 NouveauMonde NMG ... dd 1.26 –0.16 ... 170.46 112.34 Novartis NVS 2.6 23 155.01 +1.253.1024 71.80 35.12 NovoNordisk NVO 2.6 11 48.77 –1.55.9158 18.98 11.20 NuHoldings NU ... 22 14.09 +0.50 ... 14.62 4.89 NuSkinEnts NUS 4.7 5 5.08 –0.16 .06 270.90 131.32 Nucor NUE .9 25 247.56 +10.95 .56 57.42 7.21 NuScalePower SMR ... dd 8.09 +0.37 ... 85.36 53.03 Nutrien NTR 3.2 14 68.10 +0.82 .55 9.75 2.18 NuvationBio NUVB ... dd 6.42 +0.62 ... 17.11 11.97 NuvChurchDirect NCDL11.9 10 12.13 –0.56 .02 184.64 76.23 nVentElectric NVT .6 51 151.79 –3.13 .21
–52周– Tick Div 最高 最低 名称 代码 收益率 P/E 最新 涨跌 金额
53.20 35.71 OFGBancorp OFG 2.7 10 52.40 +2.33 .35 50.32 41.70 OGE Energy OGE 3.4 22 49.95 +1.25.425 16.91 7.75 O-I Glass OI ... dd 9.08 –0.02 ... 90.78 71.72 ONE Gas OGS 3.4 18 80.53 +0.79 .68 96.07 64.02 ONEOK OKE 4.6 17 93.16 –0.36 1.07 42.90 24.10 Openlane OPLN ... dd 39.32 –0.14 ... 48.06 27.40 ORRoyalties OR .6 22 29.20 +0.90.065 34.96 16.64 OutfrontMedia OUT 3.7 31 32.03 –1.18 .30 67.45 38.80 OccidentalPetrol OXY 1.8 65 57.30 +2.44 .26 43.33 13.16 OceanaGold OGC 1.5 7 23.84 +1.33 .09 53.10 20.79 OceaneeringIntl OII ... 15 52.73 +10.45 ... 10.38 3.88 OctaveSpecialty OSG ... dd 5.59 –0.52 ... 63.50 4.02 Offerpad OPAD ... dd 4.02 –1.16 ... 107.00 45.61 Oil-Dri ODC .9 26 98.79 +1.58.225 14.50 4.75 OilStatesIntl OIS ... dd 8.67 +0.24 ... 59.07 23.34 OkeanisEcoTankers ECO 8.6 10 57.88 +4.002.00 193.84 39.53 Oklo OKLO ... dd 40.25 –0.86 ... 46.76 35.60 OldRepublic ORI 3.0 9 42.29 +0.05
.315 30.46 18.08 Olin OLN 3.4 dd 23.20 +1.21 .20 51.92 38.23 OmegaHealthcare OHI 5.3 25 51.72 +1.51 .67 87.17 66.33 Omnicom OMC 4.0 cc 79.66 –2.07 .80 52.41 31.41 OnHolding ONON ... 38 35.82 –1.38 ... 27.00 14.00 OnceUponaFarm OFRM ... dd 15.05 –3.12 ... 25.88 19.62 OneLiberty OLP 7.2 20 25.13 –0.11 .45 71.93 45.78 OneMain OMF 7.0 9 59.74 –0.561.05 54.10 33.22 Onity ONIT ... 2 39.44 –1.37 ... 32.00 14.13 Onterris ONT ... cc 19.66 –1.27 ... 386.46 89.40 OntoInnovation ONTO ... cc 272.62 –7.23 ... 21.96 9.79 Ooma OOMA ... 61 20.02 –0.65 ... 123.24 63.81 Oppenheimer A OPY .7 13 109.69 +0.56 .20 12.60 7.36 OppFi OPFI ... 12 9.02 –0.36 ... 2.98 0.58 OptimumComms OPTU ... dd .81 –0.05 ... 345.72 114.75 Oracle ORCL 1.7 20 114.99 –11.42 .50 8.40 6.42 OrchidIsland ORC 18.3 4 6.54 –0.31 .10 13.60 5.69 Organon OGN .6 14 13.52 ... .02 54.21 32.13 OriginBancorp OBK 1.9 17 53.62 +1.35 .25 17.40 6.44
OrionGroup ORN ... 59 12.69 –0.11 ... 3.05 1.89 OrionProperties ONL 3.1 dd 2.60 –0.03 .02 11.50 4.35 Orion OEC 1.2 dd 6.99 +0.14.0207 40.67 22.33 Orix IX 2.0 15 40.31 +1.91.3893 146.39 84.13 OrmatTech ORA .5 48 99.40 –5.30 .12 33.10 10.69 OscarHealth OSCR ... dd 28.19 –0.91 ... 180.49 116.77 Oshkosh OSK 1.5 17 155.14 +11.48 .57 4.80 2.14 OsiskoGold ODV ... dd 2.26 –0.01 ... 94.57 69.16 OtisWorldwide OTIS 2.4 18 71.93 –1.52 .44 64.61 35.47 Ovintiv OVV 1.9 18 63.13 +5.34 .30 159.91 97.53 OwensCorning OC 2.2 dd 142.34 –1.57 .79 16.94 4.19 Owlet OWLT ... dd 5.25 –0.35 ... 51.61 30.57 OxfordIndustries OXM 7.2 dd 38.65 –1.78 .70
P Q
U
A
B
Monday (周一) Tuesday (周二) Wednesday (周三) Thursday (周四) Friday (周五)
(Previous Friday Close) (上周五收盘)
-12.17 +329.13 -146.30 -553.21 -161.87
24,930 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4
408.61 187.82 谷歌母公司 (Alphabet) A GOOGL .3 16 319.74 –27.03 .22 404.47 188.70 谷歌母公司 (Alphabet) C GOOG .3 16 319.09 –27.03 .22 23.29 6.82 Alphatec ATEC ... dd 8.26 –0.28 ... 6.44 2.56 Altimmune ALT ... dd 2.77 –0.10 ... 14.36 4.30 AltisourcePortf ASPS ... dd 5.80 –0.55 ... 31.35 3.75 Alumis ALMS ... dd 28.00 –0.66 ... 9.94 2.94 Alvotech ALVO ... dd 3.06 –0.40 ... 49.70 25.13 AmalgamFin AMAL 1.4 13 49.44 +1.77 .17 278.56 196.00 亚马逊 AMZN ... 28 232.11 –15.12 ... 96.69 48.30 Ambarella AMBA ... dd 68.06 +6.22 ... 7.77 1.23 AmberIntl AMBR ... dd 1.46 +0.05 ... 90.29 49.74 Amdocs DOX 4.4 10 52.10 –0.53 .569 18.79 10.09 AmerAirlines AAL ... dd 14.48 –0.51 ... 140.58 105.70 AEP AEP 2.8 20 135.54 +3.40 .95 14.97 6.26 AmOutdoorBrands AOUT ... dd 12.95 –0.94 ... 61.59 27.74 AmerPubEduc APEI ... 25 47.71 –3.00 ... 70.49 24.87 AmerSupercond AMSC ... 10 30.52 –2.51 ... 56.05 1.38 AmerCarMart CRMT ... dd 3.04
–0.73 ... 4.34 2.64 AmeriServFin ASRV 2.8 9 4.34 +0.44 .03 391.29 269.77 Amgen AMGN 2.7 26 376.04 +9.75 2.52 96.68 20.87 AmkorTech AMKR .5 37 64.96 +2.02.0835 18.39 7.67 AmnealPharm AMRX ... 48 17.92 +0.07 ... 10.00 9.88 AmperCapAcqn APMC ... ... 9.90 –0.01 ... 0.70 0.12 AmperCapAcqnRt APMCR ... ... .12 –0.04 ... 31.26 16.65 AmphastarPharm AMPH ... 11 18.72 –1.02 ... 25.71 4.30 AmtechSystems ASYS ... 95 15.89 –0.78 ... 19.15 7.48 AmylyxPharm AMLX ... dd 18.41 +0.66 ... 445.91 218.37 AnalogDevices ADI 1.2 55 371.86 –3.50 1.10 72.36 11.40 AnaptysBio ANAB ... dd 54.15 –3.85 ... 13.99 2.26 AnavexLifeSci AVXL ... dd 2.40 +0.01 ... 54.95 8.30 AnbioBiotechnology NNNN ... 60 9.90 +0.41 ... 82.11 31.84 Andersons ANDE 1.0 21 77.71 –1.53 .20 10.90 10.41 AndrettiAcqnIIA POLE ... 40 10.80 +0.01 ... 19.42 4.53 Angi ANGI ... 13 5.53 –0.59 ... 15.20 8.36 AngioDynamics ANGO ... dd 13.59 +0.08 ... 16.49
7.87 AnikaTherap ANIK ... dd 14.95 –0.30 ... 7.18 2.03 Annexon ANNX ... dd 5.22 –0.58 ... 13.82 3.42 AntalphaPlatfm ANTA ... 4 3.64 –0.40 ... 11.06 2.99 AnterisTech AVR ... dd 8.13 –0.32 ... 10.19 9.87 ApexTreasuryA APXT ... 99 10.13 +0.05 ... 10.01 9.93 ApogeeAcqnA AACP ... ... 9.99 +0.01 ... 0.23 0.16 ApogeeAcqnRt AACPR ... ... .18 ... ... 50.88 30.75 ApogeeEnt APOG 2.7 13 40.74 –0.29 .27 134.40 34.34 ApogeeTherap APGE ... dd 134.28 +0.28 ... 42.12 3.66 ApollomicsA APLM ... dd 18.21 –0.31 ... 326.04 142.56 AppFolio APPF ... 38 165.05 –14.68 ... 46.06 18.63 Appian APPN ... cc 23.75 –2.36 ... 334.99 201.50 苹果 AAPL .3 40 333.02 –0.72 .27 50.73 9.79 AppliedDigital APLD ... dd 27.19 +1.40 ... 739.67 154.47 ApplMaterials AMAT .4 50 536.25 +6.59 .53 233.67 18.50 AppliedOptoelec AAOI ... dd 100.15 –2.26 ... 745.61 355.00 AppLovin APP ... 35 391.98 –32.56 ... 5.08 1.59 ApyxMedical APYX ...
dd 3.92 –0.36 ... 7.55 2.93 AquestiveTherap AQST ... dd 3.68 –0.44 ... 5.38 3.20 ArbutusBiopharma ABUS ... 5 4.38 –0.18 ... 176.69 59.43 ArcBest ARCB .3 63 154.30 –5.51 .12 105.09 82.45 ArchCapital ACGL ... 8 103.36 +2.01 ... 11.40 10.19 ArchimedesII ATII ... 37 10.69 –0.03 ... 10.09 9.83 ArchimedeIII ARCI ... ... 10.08 –0.01 ... 24.17 5.50 ArcturusTherap ARCT ... dd 5.53 –0.52 ... 31.77 13.70 ArcutisBiotherap ARQT ... dd 27.35 –1.14 ... 8.40 4.08 Ardelyx ARDX ... dd 5.03 –0.17 ... 23.16 17.40 AresCapital ARCC10.2 12 18.78 –0.39 .48 953.58 577.04 argenx ARGX ... 35 918.22 +57.67 ... 12.98 5.57 Arhaus ARHS .0 17 7.91 +0.22 .35 452.70 100.02 Arm ARM ... cc 260.01 –7.18 ... 10.91 10.03 ArmadaAcqnII XRPN ... cc 10.47 +0.03 ... 10.00 9.74 ArmadaAcqnIII AACI ... ... 9.98 +0.01 ... 7.89 1.54 Arq ARQ ... dd 2.03 –0.04 ... 12.23 5.25 ArrayTech ARRY ... dd 5.32 –0.79 ... 12.86 0.28 ArriveAI ARAI
... dd .29 –0.07 ...
25,650
BARRONS.COM/DATA 纳斯达克股票
C
D
E
52周 波动 股息 最高 最低 名称 代码 收益率 市盈率 现价 涨跌 额度
138.77 101.48 BancFirst BANF 1.7 16 116.58 +0.44 .49 79.08 12.50 Bandwidth BAND ... dd 59.80 –12.01 ... 53.66 42.37 BankOZK OZK 3.7 8 50.33 –1.68 .48 30.34 21.77 BankofMarinBncp BMRC 3.5 dd 28.77 –0.15 .25 53.00 38.29 Bank7 BSVN 2.2 11 49.44 –1.52 .27 62.41 36.23 BankwellFinl BWFG 1.3 12 62.21 +2.11 .20 72.65 57.05 Banner BANR 3.0 12 70.29 –0.79 .52 4.88 2.07 Baozun BZUN ... dd 2.48 –0.03 ... 49.65 25.33 BarrettBus BBSI .8 26 39.74 –0.34 .08 22.26 13.17 BassettFurniture BSET 4.1 31 19.49 –2.11 .20 34.98 26.31 BayCom BCML 3.8 26 31.70 –2.27 .30 38.26 15.60 BeamTherap BEAM ... dd 25.10 –2.43 ... 293.51 91.40 BelFuse A BELFA .1 57 233.15 +4.42 .06 335.29 102.98 BelFuse B BELFB .1 67 272.80 +2.24 .07 43.98 30.11 BendingSpoons BSP ... ... 34.06 +1.66 ... 59.25 28.08 BentleySystems BSY .9 36 31.40 –0.94 .07 385.22 253.95 BeOneMed ONC ... 73 325.90 +13.88 ... 10.66 10.11 BertoAcqn TACO ... 39
10.48 –0.02 ... 10.05 9.90 BertoAcqnII GUAC ... ... 9.94 ... ... 32.71 8.80 BetaBionics BBNX ... dd 15.85 –1.44 ... 94.06 12.57 BetterHome&Fin BETR ... dd 21.81 –1.61 ... 7.69 0.50 BeyondMeat BYND ... dd .56 –0.03 ... 6.50 1.75 BginBlockchain BGIN ... dd 2.00 +0.09 ... 30.99 9.57 BicaraTherap BCAX ... dd 27.02 –0.74 ... 9.16 3.87 BicycleTherap BCYC ... dd 3.87 –0.34 ... 36.40 15.79 Bilibili BILI ... 39 17.16 –0.88 ... 138.70 61.96 BillionToOne BLLN ... cc 126.08 –4.23 ... 3.44 1.36 BinahCapital BCG ... 12 1.36 –0.12 ... 4.45 2.05 BingEx FLX ... 14 2.13 –0.01 ... 72.16 43.20 Bio-Techne TECH .4 cc 71.60 –0.52 .08 25.96 4.11 BioAgeLabs BIOA ... dd 21.77 –1.04 ... 3.84 0.30 BioceresCrop BIOX ... dd .34 –0.01 ... 11.22 6.00 BioCryst BCRX ... dd 9.34 +0.05 ... 24.92 5.26 Biodesix BDSX ... dd 22.00 +1.81 ... 219.72 124.56 Biogen BIIB ... 22 202.19 –3.80 ... 12.80 1.82 BioHarvestSci BHST ... dd
1.92 –0.78 ... 66.28 49.26 BioMarinPharm BMRN ... 43 59.33 –0.26 ... 2.99 0.87 BiomeaFusion BMEA ... dd 1.25 –0.03 ... 124.00 79.52 BioNTech BNTX ... dd 89.33 –2.15 ... 4.75 1.27 Biote BTMD ... 5 2.28 –0.15 ... 12.53 5.81 Bioventus BVS ... 29 11.80 –0.26 ... 10.02 9.80 BitcoinInfrAcqn BIXI ... ... 10.01 +0.01 ... 4.94 1.60 BlackDiamond BDTX ... dd 1.76 –0.03 ... 13.10 10.93 BlackHawkAcqn BKHA ... cc 12.10 –0.01 ... 2.06 0.86 BlackHawkAcqnRt BKHAR ... ... 1.64 ... ... 30.40 6.11 BlackRockCoffee BRCB ... ... 7.88 +0.06 ... 74.88 25.58 Blackbaud BLKB ... 11 32.71 +0.31 ... 59.57 24.70 BlackLine BL ... 68 28.74 –1.55 ... 7.68 3.08 BlkRkTCPCap TCPC21.5 dd 3.16 –0.15 .17 6.76 0.90 Blaize BZAI ... dd .90 –0.16 ... 11.26 9.91 BleichroederII BBCQ ... ... 10.25 –0.07 ... 10.42 5.19 Bloomin'Brands BLMN .0 32 7.94 –0.60 .15 11.10 9.95 BlueAcqnA BACC ... 79 10.46 –0.02 ... 0.92 0.13 BlueAcqnRt BACCR
... ... .52 –0.05 ... 83.39 42.95 BlueBird BLBD ... 19 76.20 –2.14 ... 21.58 0.19 BlueGold BGL ... 3 .21 ... ... 10.41 9.93 BlueWaterIII A BLUW ... 47 10.34 +0.02 ... 10.68 9.87 BluerockAcqnA BLRK ... ... 10.10 +0.07 ... 10.95 10.34 BoldEagleAcqnA BEAG ... 35 10.67 –0.01 ... 0.48 0.18 BoldEagleAcqnRt BEAGR ... ... .30 +0.03 ... 231.80 150.14 Booking BKNG .9 23 177.46 –4.22 .42 42.00 10.25 BoostRun BRUN ... cc 21.74 –2.68 ... 2.79 0.96 BoundlessBio BOLD ... dd 2.57 +0.09 ... 45.83 25.07 BowmanConsult BWMN ... 43 25.96 +0.65 ... 4.43 1.42 BraggGaming BRAG ... dd 1.63 –0.07 ... 33.00 4.19 Braiin BRAI ... ... 6.18 +0.69 ... 17.35 5.68 Brainsway BWAY ... 71 15.97 +0.24 ... 37.33 15.26 Braze BRZE ... dd 21.76 –4.74 ... 0.30 0.18 BreezeAcqnCorpRt. BREZR ... ... .27 ... ... 9.97 9.90 BreezeAcqnII BREZ ... ... 9.96 +0.01 ... 14.87 7.00 BridgeBioOncology BBOT ... dd 8.82 +0.26 ... 93.42 42.09
J
L
BARRONS.COM/DATA 纳斯达克股票 (NASDAQ ISSUES)
| 名称 | 股票代码 | 股息率 | 市盈率 | 最新价 | 涨跌 | 涨跌额 | 52周最高 | 52周最低 |
|---|---|---|---|---|---|---|---|---|
| FuelCell | FCEL | ... | ... | 37.88 | dd | 21.26 | +2.77 | 3.78 |
| FulcrumTherap | FULC | ... | ... | 15.74 | dd | 2.83 | 3.72 | +0.07 |
| FulgentGenetics | FLGT | ... | ... | 31.04 | dd | 13.46 | 19.67 | –0.49 |
| FultonFin | FULT | 3.1 | 12 | 25.23 | –0.22 | .19 | 24.57 | 16.60 |
| Funko | FNKO | ... | ... | 6.09 | dd | 2.22 | 5.79 | –0.03 |
| Fusemachines | FUSE | ... | 11 | 25.00 | .88 | –0.04 | ... | ... |
| Futu | FUTU | ... | 11 | 202.53 | +4.26 | 99.36 | 80.50 | ... |
| FutureMoney | FMACU | ... | ... | 10.33 | ... | 9.98 | 10.16 | ... |
| FutureMoneyRt | FMACR | ... | ... | 0.20 | ... | 0.16 | .18 | ... |
| FutureMoney | FMAC | ... | ... | 10.02 | +0.03 | 9.90 | 10.01 | ... |
GCL Global GCL ... ... .51 +0.10 ... 14.38 9.30 GCM Grosvenor GCMG 3.9 27 12.20 –0.70 .12 42.20 11.20 GDEV GDEV ... 3 12.60 +0.84 ... 48.61 26.97 GDS Holdings GDS ... 21 31.63 +0.47 ... 89.77 58.75 GE HealthCare GEHC .2 15 60.58 –2.49 .035 4.90 1.43 GEN Restaurant GENK ... dd 1.97 +0.20 ... 31.00 11.32 GH Research GHRS ... dd 27.28 –1.43 ... 36.53 23.01 G-IIIApparel GIII 1.1 12 34.95 –0.47 .10 12.00 10.50 GP-ActIIIAcqnA GPAT ... 35 10.91 –0.10 ... 118.84 29.95 GRAIL GRAL ... dd 67.84 –4.78 ... 74.75 54.54 GRAVITY GRVY ... 8 61.50 –0.48 ... 18.15 2.82 GSI Tech GSIT ... dd 5.63 +0.19 ... 10.20 9.96 GSRIVAcqn GSRF ... 75 10.16 –0.01 ... 3.98 1.76 GSRIVAcqnRt GSRFR ... ... 2.13 –0.03 ... 9.93 9.84 GSR V Acqn GSRV ... ... 9.85 +0.01 ... 1.80 1.10 GSRVAcqnRt GSRVR ... ... 1.52 –0.03 ... 6.39 1.82 Gaia GAIA ... dd 1.87 –0.16 ... 4.34 1.41 GainTherap GANX ... dd 1.75 +0.04 ... 10.20
9.91 GalataAcqnII LATA ... 80 10.13 +0.01 ... 45.92 16.43 GalaxyDigital GLXY ... dd 22.68 +1.05 ... 49.95 41.17 Gaming&Leisure GLPI 7.3 14 45.17 +0.09 .82 36.25 11.90 GarrettMotion GTX 1.0 18 31.51 –0.26 .08 7.47 0.30 Gauzy GAUZ ... dd .31 –0.06 ... 45.89 3.83 GeminiSpace GEMI ... dd 4.29 +0.10 ... 32.22 17.78 GenDigital GEN 1.9 16 25.84 –0.90 .125 12.40 0.35 GenDigitalRt GENVR ... ... 1.35 –0.03 ... 170.87 32.21 GeneDx WGS ... dd 59.10 –4.38 ... 10.22 9.96 GeneralCatalyst GCGR ... ... 10.11 –0.04 ... 14.85 6.51 GeneralFusion GFUZ ... dd 6.73 –1.57 ... 10.03 9.86 GeneralPurposeAcqn GPAC ... ... 10.01 ... ... 18.18 11.00 GenerateBiomed GENB ... ... 13.40 –0.16 ... 35.43 21.00 Genmab GMAB ... 22 28.87 +0.15 ... 29.38 20.48 Gentex GNTX 2.1 13 22.90 –1.45 .12 48.35 27.00 Gentherm THRM ... 50 42.69 +6.75 ... 29.89 6.28 GeospaceTech GEOS ... dd 7.08 +0.28 ... 49.39 36.56 GermanAmBncp GABC 2.6
13 48.43 –0.14 .31 2.01 1.04 Geron GERN ... dd 1.42 –0.02 ... 11.20 9.51 GesherAcqnII GSHR ... 49 10.47 –0.01 ... 75.08 33.56 GibraltarInds ROCK ... dd 45.19 +2.01 ... 51.86 20.71 GigaCloudTech GCT ... 9 36.09 –1.92 ... 10.12 9.87 GigCapital8 GIW ... ... 10.09 ... ... 0.45 0.25 GigCapital8Rt GIWWR ... ... .27 ... ... 9.95 9.80 GigCapital9 GIX ... ... 9.94 ... ... 0.34 0.20 GigCapital9Rt GIXXR ... ... .32 +0.01 ... 20.93 7.22 GilatSatellite GILT ... 21 10.73 –0.41 ... 157.29 108.46 GileadSciences GILD 2.5 18 129.31 –4.97 .82 52.38 18.73 GitLab GTLB ... dd 31.28 –1.44 ... 29.11 16.54 GladstoneCap GLAD 9.6 11 18.79 –1.12 .15 13.78 10.33 GladstoneComm GOOD 9.3 73 12.96 –0.14 .10 17.14 13.11 GladstoneInvt GAIN 6.0 3 15.95 –0.59 .08 13.00 8.40 GladstoneLand LAND 6.6 dd 8.53 –0.23.0467 0.25 0.07 GlobaTerraRt GTERR ... ... .08 –0.01 ... 41.94 26.85 Global-EOnline GLBE ... 54 36.21 –1.91 ...
N
O
S
BARRONS.COM/DATA 纳斯达克发行股票
52周 最高 最低 名称 代码 收益率 P/E 最新价 涨跌额 涨跌幅 分红 跳价
5.36 3.41 MolecularPtrs MOLN ... dd 3.89 –0.01 ... 135.93 88.13 MonarchCasino MCRI 1.0 19 119.54 –3.49 .30 296.46 57.50 monday.com MNDY ... 34 77.43 –1.26 ... 70.61 51.20 Mondelez MDLZ 3.3 30 60.52 –0.48 .50 2.40 0.78 MoneyHero MNY ... dd .96 –0.01 ... 444.72 198.47 MongoDB MDB ... dd 298.22 –14.11 ... 1714.09 702.56 MonolithicPower MPWR .6 96 1333.81 +21.812.00 23.91 12.26 Monro MNRO 6.7 cc 16.79 –0.17 .28 100.34 58.09 MonsterBev MNST ... 45 93.49 –4.01 ... 25.77 4.12 MonteRosaTherap GLUE ... dd 22.78 –1.78 ... 289.63 141.49 Morningstar MORN 1.2 18 172.61 +0.13 .50 18.12 9.29 MotorcarParts MPAA ... 25 13.79 –0.21 ... 8.74 2.68 MountLoganCap MLCI 3.8 dd 3.16 –0.17 .03 9.95 9.92 MountainCrestAcqn6 MCAH ... ... 9.95 +0.01 ... 0.27 0.24 MountainCrestAc6Rt MCAHR ... ... .27 +0.02 ... 11.20 9.40 MountainLakeII MLAA ... ... 9.95 +0.01 ... 9.99 9.78 MuzeroAcqn MUZE ... ... 9.95 –0.01 ... 8.59 3.53 MyriadGenetics MYGN ... dd 5.61 –0.57 ...
48.12 29.27 Napco Security NSSC 1.7 35 35.74 –0.38 .15 53.33 39.20 NBT Bancorp NBTB 2.8 15 52.38 –0.07 .37 175.00 83.10 NICE NICE ... 11 90.26 –9.89 ... 69.00 4.20 NIP NIPG ... dd 15.50 +10.72 ... 43.36 34.84 NMI Holdings NMIH ... 9 42.75 –0.26 ... 10.31 9.90 NMP Acqn NMP ... 68 10.30 +0.01 ... 0.35 0.14 NMPAcqnRt NMPAR ... ... .17 –0.06 ... 4.44 1.10 NN NNBR ... dd 3.53 +0.35 ... 23.00 11.01 NRCHealth NRC 3.0 54 21.04 –0.74 .16 152.03 40.01 NWPX Infra NWPX ... 30 129.31 –8.89 ... 339.95 183.00 NXP Semicon NXPI 1.5 26 269.24 +2.711.014 8.00 0.91 NamibMinerals NAMM ... dd 1.52 +0.09 ... 8.10 1.58 NanoLabs NA ... 2 1.93 +0.16 ... 5.40 0.73 NanoXImaging NNOX ... dd .90 –0.22 ... 57.14 5.93 Nanobiotix NBTX ... dd 39.70 +1.91 ... 101.79 76.55 Nasdaq NDAQ 1.3 27 92.09 +0.45 .31 288.04 131.81 Natera NTRA ... dd 261.99 –9.40 ... 113.86 88.67 Nathan's NATH 2.0 20 98.18 +2.13 .50 47.85 30.01
NationalBeverage FIZZ .0 16 30.70 –0.37 3.25 5.09 2.78 NatlCineMedia NCMI 3.2 dd 3.77 –0.01 .03 30.02 14.75 NationalVision EYE ... 35 19.92 –0.81 ... 4.96 2.09 NaturalAlt NAII ... dd 2.40 +0.18 ... 28.22 8.11 Navan NAVN ... dd 23.20 –2.76 ... 14.29 7.33 Navient NAVI 7.8 dd 8.23 –0.42 .16 34.17 5.44 NavitasSemi NVTS ... dd 10.92 –0.54 ... 76.86 39.17 Nayax NYAX ... 89 69.62 +5.26 ... 33.92 13.80 nCino NCNO ... cc 16.56 –1.29 ... 299.86 50.00 Nebius NBIS ... 63 187.77 +10.06 ... 11.43 4.56 Neogen NEOG ... dd 9.40 –0.87 ... 12.99 3.01 NeOncTech NTHI ... dd 3.43 –0.03 ... 14.98 8.11 NeostellarCap NSLR .0 1 9.90 –0.30 .25 16.24 7.33 NerdWallet NRDS ... 10 8.88 –0.38 ... 192.83 93.69 NetApp NTAP 1.2 26 167.74 +3.86 .52 159.55 106.06 NetEase NTES 2.5 16 119.55 –11.74 1.16 126.71 65.08 Netflix NFLX ... 22 70.09 +1.14 ... 36.86 19.00 Netgear NTGR ... dd 24.93 +2.50 ... 45.28 20.39 NetScout NTCT
... 31 40.00 –1.30 ... 27.99 7.67 Netskope NTSK ... dd 11.53 –2.06 ... 3.65 0.83 NeumoraTherap NMRA ... dd 1.49 –0.12 ... 21.40 3.19 NeuphoriaTherap NEUP ... 3 3.64 +0.23 ... 181.18 122.14 Neurocrine NBIX ... 27 175.77 +4.89 ... 43.66 15.93 Neurogene NGNE ... dd 34.90 –2.41 ... 4.85 0.80 Neuronetics STIM ... dd 1.73 +0.11 ... 19.60 7.56 NeuroPace NPCE ... dd 14.81 –1.27 ... 28.99 23.87 Neutron LIME ... ... 28.23 +2.02 ... 9.45 0.32 NewEraEner NUAI ... dd 4.78 +0.70 ... 4.32 0.32 NewFortressEn NFE ... dd .35 ... ... 10.78 6.73 NewMtnFin NMFC14.6 dd 6.84 –0.27 .25 10.51 10.07 NewProvidenceIII NPAC ... 44 10.39 –0.01 ... 42.21 21.14 NewAmstPharma NAMS ... dd 29.64 –2.04 ... 6.64 3.07 NewellBrands NWL 5.5 dd 5.08 –0.15 .07 11.60 10.16 NewHoldInvtIII NHIC ... 57 10.81 +0.12 ... 11.50 9.80 NewHoldInvtIVA NHIV ... ... 10.10 +0.02 ... 19.84 13.25 Newmark NMRK 1.6 19 15.39 –0.21 .06 31.61 22.20
... 10.45 9.90 SpartacusAcqnII TMTS ... ... 10.09 +0.03 ... 3.08 1.08 SperoTherap SPRO ... 5 1.19 –0.39 ... 19.31 9.95 SpokHoldings SPOK11.8 18 10.59 –0.05.3125 32.22 11.66 Sportradar SRAD ... 57 14.29 –0.09 ... 12.03 0.46 SportsEntGaming SEGG ... dd .63 –0.21 ... 3.70 1.08 SportsmansWrhs SPWH ... dd 1.12 –0.05 ... 10.80 9.55 SpringValleyIV SVIV ... ... 10.20 –0.03 ... 165.97 64.75 SproutsFarmers SFM ... 14 74.89 –0.89 ... 32.44 17.06 SpyGlassPharma SGP ... ... 20.49 +0.72 ... 105.09 14.51 SpyreTherapeutics SYRE ... dd 102.13 +1.90 ... 35.87 15.59 StaarSurgical STAA ... dd 23.38 –3.06 ... 8.07 4.29 Stagwell STGW ... cc 7.42 –0.09 ... 1.72 0.70 StdBioTools LAB ... dd .83 –0.06 ... 28.50 16.72 StarBulkCarriers SBLK 3.7 22 28.14 +3.24 .50 11.99 8.38 StarEquity STRR ... dd 10.85 –0.31 ...
巴伦周刊 45
U
国外市场 纳斯达克发行股票
T
52周 波动 股息 最高 最低 名称 代码 收益率 市盈率 最新价 涨跌 涨跌额
V
W
9.68 7.01 Star STHO ... dd 9.27 –0.14 ... 109.23 77.99 星巴克 SBUX 2.4 79 103.25 –2.24 .62 32.58 8.40 Starz STRZ ... ... 24.42 –2.35 ... 10.55 6.12 StealthGas GASS ... 5 8.83 +0.30 ... 288.74 119.89 SteelDynamics STLD .9 22 247.11 +11.60 .53 10.62 10.21 StellarVCapA SVCC ... 42 10.62 +0.01 ... 77.80 38.85 StepStone STEP 2.6 dd 42.61 –0.94 .55 1005.68 244.02 SterlingInfr STRL ... 59 660.94 +22.38 ... 47.11 22.26 StevenMadden SHOO 2.0 41 42.75 –0.67 .21 5.94 2.95 StitchFix SFIX ... dd 3.58 –0.21 ... 83.83 61.51 StockYardsBncp SYBT 1.6 17 81.80 +0.66 .32 40.22 12.25 StokeTherap STOK ... dd 29.30 +0.25 ... 19.95 9.45 StoneCo STNE ... 4 10.76 –0.39 ... 94.66 35.68 StoneX SNEX ... 20 74.26 +5.60 ... 12.81 7.34 Stratasys SSYS ... dd 8.03 –0.11 ... 87.38 69.70 StrategicEd STRA 3.2 13 75.64 –0.89 .60 419.95 81.81 Strategy MSTR ... dd 91.67 –3.18 ... 92.50 57.01 Strattec STRT ... 14 85.78
+3.42 ... 32.93 15.35 StratusProp STRS .0 7 19.82 –0.905.00 252.00 7.02 Strive ASST ... dd 11.49 –0.37 ... 94.90 15.80 StructureTherap GPCR ... dd 49.12 +0.64 ... 18.48 8.71 SujaLife SUJA ... ... 10.40 +1.08 ... 14.00 10.35 SummitStateBk SSBI ... 15 13.11 –0.51 ... 30.98 12.55 SummitTherap SMMT ... dd 13.66 –0.15 ... 25.50 9.20 Suncrete RMIX ... dd 17.56 –2.02 ... 2.27 0.47 SunPower SPWR ... dd .48 –0.12 ... 22.44 9.01 Sunrun RUN ... 5 9.94 –1.91 ... 21.21 12.00 SuperHiIntl HDL ... 27 13.19 –0.14 ... 62.36 19.48 SuperMicroComp SMCI ... 16 30.10 +5.92 ... 14.59 8.30 SuperiorGroup SGC 4.5 22 12.33 –1.02 .14 59.68 32.51 SupernusPharm SUPN ... dd 46.20 –1.84 ... 24.10 11.41 SurgeryPartners SGRY ... dd 15.73 –0.26 ... 43.85 7.15 SutroBioph STRO ... dd 22.88 –0.69 ... 87.88 38.19 Symbotic SYM ... dd 40.15 –1.10 ... 149.11 58.28 Synaptics SYNA ... dd 113.00 –1.05 ... 25.59 9.42 SyndaxPharm
SNDX ... dd 20.81 –1.99 ... 651.73 366.00 Synopsys SNPS ... 86 373.47 –10.81 ... 4.74 1.79 SyprisSolutions SYPR ... dd 1.90 +0.08 ...
2.14 0.50 TelaBio TELA ... dd .69 –0.04 ... 18.52 12.54 TFS Finl TFSL 6.2 56 18.19 –0.09.2825 11.35 3.57 TMCthemetals TMC ... dd 3.67 –0.07 ... 261.56 165.66 T-MobileUS TMUS 2.3 19 180.09 –12.34 1.02 70.38 36.95 TPG TPG 5.2 cc 42.83 –0.91 .59 121.17 85.22 T.RowePrice TROW 4.5 12 116.50 –0.85 1.30 5.49 1.91 TTEC TTEC ... dd 2.12 –0.04 ... 223.83 39.20 TTM Tech TTMI ... 71 131.41 –0.59 ... 1948.75 3.70 T3Defense DFNS ... dd 4.35 –0.90 ... 32.26 16.56 TWFG TWFG ... 49 26.28 –0.07 ... 5.71 2.84 Taboola TBLA ... 13 4.82 –0.46 ... 37.77 9.60 TactileSystems TCMD ... 31 27.48 –1.26 ... 10.14 9.83 Tailwind2.0A TDWD ... cc 10.04 +0.01 ... 0.36 0.11 Tailwind2.0Rt TDWDR ... ... .15 +0.02 ... 265.94 187.63 Take-TwoSftwr TTWO ... dd 231.65 –5.03 ... 451.28 301.45 TalenEnergy TLN ... dd 359.90 –12.47 ... 11.30 9.87 TalonCapitalA TLNC ... 76 10.30 +0.02 ... 29.65 9.98 TandemDiabetes TNDM ... dd 17.12
欢呼：软件公司 SAP 的云业务收入强劲。英国酒吧股票 Wetherspoons 在世界杯后暴跌。 职责所在：特朗普重启的关税动摇了亚洲出口商的股价。油价飙升也未能提供帮助。
丹麦 -3.59
指数基于 S&P Global Broad Market Indices
阿姆斯特丹 AEX 1090.04 –0.18 +138.75 +14.58
雅典综合指数 2492.71 +1.86 +372.00 +17.54
曼谷 SET 1644.39 +0.33 +384.72 +30.54
孟买 Sensex 76059 –2.68 –9160.83 –10.75
布鲁塞尔 Bel-20 5734.78 +1.86 +656.35 +12.92
布宜诺斯艾利斯 Merval 3283853 +2.62 +232237 +7.61
哥本哈根 OMX20 1612.90 –3.66 +4.76 +0.30
都柏林 ISEQ 13317 –1.83 +218.04 +1.66
EUROSTOXX SXXE 665.93 +0.75 +53.70 +8.77
EUROSTOXX 50 SXSE 6280.94 +0.80 +489.53 +8.45
法兰克福 DAX 25099 +1.08 +608.59 +2.49
赫尔辛基 OMHX 13145 –0.20 +805.09 +6.52
香港恒生指数 24963 +1.63 –667.31 –2.60
伊斯坦布尔 IMKB 13943 –0.27 +2682.35 +23.82
雅加达综合指数 6196.43 +0.34 –2450.51 –28.34
约翰内斯堡 AllShare 109398 –0.16 –6434.23 –5.55
吉隆坡综合指数 1701.02 –1.76 +20.92 +1.24
里斯本 PSI 6228.71 +2.19 +860.62 +16.03
14.88 7.20 Wealthfront WLTH ... dd 8.88 –0.38 ... 113.15 52.70 WeatherfordIntl WFRD 1.2 18 88.68 +7.98 .275 12.96 7.09 Weibo WB 7.6 6 7.73 –0.02 .61 10.37 9.67 WenAcqnA WENN ... 41 10.33 +0.01 ... 11.28 6.07 Wendy's WEN 8.0 9 6.99 –0.77 .14 2.38 0.27 WerewolfTherap HOWL ... dd .43 +0.06 ... 12.55 5.18 WeRide WRD ... dd 5.32 –0.66 ... 47.49 23.06 WernerEnterprises WERN 1.3 dd 42.42 –3.62 .14 41.31 29.18 WesBanco WSBC 3.7 12 41.25 +0.45 .38 27.87 17.31 WestBancorp WTBA 3.8 12 27.27 +0.23 .26 63.61 44.93 WestamericaBncp WABC 3.2 13 60.49 –0.87 .48 799.87 66.51 WesternDigital WDC .1 31 519.80 +42.58 .15 15.01 10.25 WestNewEngBncp WNEB 2.0 16 14.25 –0.38 .07 4.10 1.54 WestportFuelSys WPRT ... dd 1.92 ... ... 10.19 3.59 WestrockCoffee WEST ... dd 7.60 –0.08 ... 40.41 27.25 WeycoGroup WEYS 2.9 15 38.22 –0.98 .28 9.06 6.07 WhiteHorseFin WHF15.2 16 6.56 +0.08 .25 137.00 64.67 Willdan WLDN ... 20 72.63 –0.07 ... 81.54 38.00 WillisLease WLFC 2.3 13 69.05 +5.16.1333 352.79 240.61 WillisTowers WTW 1.3 17 295.11 +1.68 .96 10.50 9.86 WillowLaneIIA WLII ... ... 10.27 +0.01 ... 5.65 1.07 WiMiHologram WIMI ... 1 1.15 –0.07 ... 381.45 116.35 Wingstop WING .9 34 135.20 –7.13 .30 527.37 330.63 Winmark WINA 1.2 30 332.52 –55.58 1.02 10.47 10.00 WintergreenAcqn WTG ... 53 10.47 +0.02 ... 167.22 119.61 WintrustFinl WTFC 1.4 13 158.66 –5.64 .55 17.47 10.36 Wise WSE ... ... 11.33 –1.29 ... 19.80 4.75 WISeKey WKEY ... dd 6.27 –0.34 ... 190.93 40.16 Wix.com WIX ... dd 51.41 –0.04 ... 450.92 233.31 Woodward WWD .3 50 419.00 +26.12 .32 249.85 110.36 Workday WDAY ... 42 135.34 –9.44 ... 227.68 110.00 WorldAcceptance WRLD ... 28 204.67 +12.61 ... 134.72 92.52 WynnResorts WYNN 1.0 28 96.92 +0.28 .25
X Y Z
2.50 0.49 XCHG XCH ... dd .55 –0.12 ... 37.10 13.29 X-Energy XE ... ... 14.56 +0.54 ...
S&P 欧洲 BMI -0.37%
挪威 3.00
希腊 1.63
比利时 1.21
荷兰 0.85
英国 0.45
西班牙 0.27
瑞典 -0.02
法国 -0.22
芬兰 -0.39
德国 -0.70
意大利 -1.11
瑞士 -1.17
最近收盘价 周涨跌幅 年初至今涨跌幅 %变动 变动 %变动
S&P 泛亚 BMI 2.86%
台湾 5.29
韩国 4.18
日本 3.38
香港 2.96
中国 2.57
印度尼西亚 1.73
澳大利亚 0.73
新加坡 0.67
泰国 0.40
新西兰 -0.08
菲律宾 -0.55
马来西亚 -0.58
印度 -1.42
墨西哥城 IPC 66383 –0.38 +2074.97 +3.23
米兰 FTSE 全股指数 53911 –1.17 +6250.99 +13.12
奥斯陆综合指数 2377.49 +3.40 +436.07 +22.46
巴黎 CAC 8372.28 +0.40 +222.78 +2.73
圣地亚哥精选指数 5517.44 +0.60 +94.50 +1.74
圣保罗 Bovespa 174041 +0.19 +12916 +8.02
首尔综合指数 6690.62 –1.91 +2476.45 +58.76
上海综合指数 3814.20 +1.33 –154.64 –3.90
深圳 B 股指数 1138.34 +3.83 –126.34 –9.99
新加坡 FTSESTI 5588.34 +1.43 +942.13 +20.28
斯德哥尔摩 OMXS 1108.74 +0.94 +63.06 +6.03
STOXXEurope 50 SXSP 5429.15 +0.82 +511.13 +10.39
STOXXEurope 600 SXXP 644.51 +0.47 +52.32 +8.84
悉尼 S&P/ASX 200 8772.30 –0.28 +57.99 +0.67
台北加权指数 43654 +2.30 +14691 +50.72
东京日经 225 64611 +0.73 +14271 +28.35
多伦多 S&P/TSX 35369 +0.30 +3656.34 +11.53
维也纳 ATX 6455.88 +1.43 +1129.55 +21.21
BARRONS.COM/DATA 前 500 强交易所交易组合
读者须知：以下列出的是 基于周交易量的 前 500 强 ETF。
Tick Div 名称 代码 收益率 最新价 涨跌额 金额
Bats
ARKGenomicRev ARKG ... 37.81 –2.06 ... ARKInnovation ARKK ... 71.89 –3.31 ... ARK21ShrsBitcoin ARKB ... 21.28 ... ... AlphaArch1-3M BOXX ... 117.58 +0.09 ... DefTgt2XLgLUNR LUNL ... 3.31 –0.36 ... DefTgt2XLgONDS ONDL ... 7.27 +2.10 ... DefTgt2XLgSpaceX SPCU ... 8.86 –1.57 ... DefTgt2XShASTS ASTN ... 7.60 +0.03 ... DefTgt2XShSpaceX SPCQ ... 26.50 +2.87 ... DimenIntlCore2 DFIC 2.4 37.49 +0.13 .4598 DimenUSLCCore DFAL ... 49.76 –0.33 ... FTVestLadBuffer BUFR ... 36.48 –0.08 ... FTVestRising RDVI 7.1 28.82 –0.18 .2044 FidelityEthereum FETH ... 18.55 +0.19 ... FidWiseBTC FBTC ... 55.83 +0.01 ... FrankIntlLoVolHi LVHI 3.8 42.45 +0.62 .6255 GlbXUSInfrDevt PAVE .5 57.69 +1.39 .1027 GSPhysGold AAAU ... 39.96 +0.37 ... GrShr2xLgSpaceXDly SPAL ... 11.19 –1.93 ... GrShr2xShSpaceXDly SNK ... 34.27 +4.02 ... iPathS&P500VIX VXX ... 22.36 –0.12 ... iShBrdUSDHYCpBd USHY ... 36.66 –0.21 ...
iShCoreMSCIEAFE IEFA ... 96.34 +0.09 ... iShUSHomeConstrn ITB ... 97.09 –0.24 ... iShEdgeMSCIMinUSA USMV ... 96.95 +0.35 ... iShEdgeMSCIUSAMom MTUM ... 306.39 +4.30 ... iShExpTechSftwr IGV ... 87.98 –4.82 ... iShFRBd FLOT ... 51.03 +0.05 ... iShIntlAggBd IAGG ... 49.75 –0.10 ... iShMSCIEurozone EZU ... 67.93 –0.04 ... iShMSCIGlbMtls PICK ... 58.03 +1.76 ... iShMSCIIndia INDA ... 48.02 –0.89 ... iShMSCIEAFEValue EFV ... 79.05 +0.58 ... iSh20+YTrBdBuy TLTW ... 21.56 –0.23 ... iShUSTreasuryBd GOVT ... 22.48 –0.15 ... iShUltShBd ICSH ... 50.50 –0.02 ... JPMBetaJapan BBJP ... 73.75 +0.66 ... Lev1XShSKHynixDly SKHZ ... 12.94 –0.44 ... Lev2XLgAAOIDly AAOG ... 2.81 –0.25 ... Lev2XLgCBRSDly CBRG ... 4.27 +0.94 ... Lev2XLgSKHynixDly SKHX ... 13.77 –0.32 ... Lev2XLgSNDKDly SNDG ... 8.94 +0.67 ... Lev2XLgSPCXDly SPCH ... 6.65 –1.18 ... Lev2XShSPCXDly SSPC ... 20.74 +2.48 ... NeosS&P500Hi SPYI 12.1
52.30 –0.77 .53 -1xShVIXFutures SVIX ... 23.33 +0.07 ... PacerUSCashCows COWZ 1.9 64.89 –0.01 .1118 ProShS&P500Arist NOBL 2.0 56.91 –0.02 .3037 ProShShtVIXST SVXY ... 56.82 +0.22 ... ProShUltVIXST UVXY ... 25.09 –0.35 ... ProShVIXSTFut VIXY ... 21.44 –0.21 ... RoundMagSeven MAGS ... 63.15 –3.76 ... RoundhillMemory DRAM ... 53.20 +0.48 ... RoundT-rex2XLgDRAM RAM ... 12.17 +0.01 ... T-REX2XInvrCRCL CRCD ... 6.12 –0.87 ... T-REX2XInvrCRWV CORD ... 8.70 –0.29 ... T-REX2XLgBMNR BMNU ... 8.83 +0.02 ... T-REX2XLgCRCL CCUP ... 1.40 +0.06 ... T-REX2XLgRDW RDWU ... 4.67 +0.17 ... T-REX2XLgSNDK SNDU ... 22.79 +1.81 ... T-Rex2XInvrBTC BTCZ .0 5.46 –0.01 .0007 T-Rex2XInvrMSTRDly MSTZ ... 12.80 +0.58 ... T-Rex2XInvrNVIDIA NVDQ .4 10.84 –0.50 .0438 T-Rex2XInvrTesla TSLZ .5 17.16 +4.80 .0814 T-Rex2XLgCRWV CRWU ... 2.92 –0.20 ... T-Rex2XLgMSTRDly MSTU ... 1.72 –0.14 ... T-Rex2XLgNVIDIA NVDX ... 17.88
+0.67 ... T-Rex2XLgTTD TTDU ... 2.40 –0.40 ... T-Rex2XLgTesla TSLT ... 10.39 –5.56 ... Tradr2XLgAAOI AAOX ... 12.50 –1.12 ... Tradr2XLgAPLD APLX ... 10.18 +0.84 ... Tradr2XLgASTS ASTX ... 10.06 –0.75 ... Tradr2XLongAXTIDly AXTX ... 5.15 +0.07 ... Tradr2XLgBE BEX ... 19.59 –8.39 ... Tradr2XLgCRDO CRDU ... 13.65 +1.15 ... Tradr2XLgCRWV CWVX ... 12.69 –0.77 ... Tradr2XLgIBM IBX ... 14.94 +0.16 ... Tradr2XLgIREN IREX ... 13.71 +1.94 ... Tradr2XLgLITE LITX ... 25.44 +1.50 ... Tradr2XLgNBIS NEBX ... 23.08 +1.14 ... Tradr2XLongQBTS QBTX ... 6.59 –0.48 ... Tradr2XLgSMR SMU ... 5.17 +0.40 ... Tradr2XLgSNDK SNXX ... 14.42 +1.22 ... Tradr2XLgWDC WDCX ... 25.63 +3.47 ... Tradr2XShBE BEZ ... 21.97 +2.81 ... Tradr2XShIREN IREZ ... 26.27 –11.40 ... Tradr2XShLITEDly LITZ ... 16.64 –2.42 ... Tradr2XShNBIS NBIZ ... 28.58 –9.88 ... Tradr2XShSNDKDly SNDQ ... 33.90 –8.00 ... Tradr2XShSpaceX SPCG ... 34.97
+4.10 ... 21ShrsEthereum TETH .5 9.30 +0.10 .0095 2xBitcoin BITX 26.7 12.18 –0.05 .0143 2xEther ETHU 4.5 15.60 +0.21 .0148 2xLongVIXFut UVIX ... 62.05 –1.50 ... VanEckHYMuni HYD 4.4 50.31 –0.74 .2128 VangdUltShrtBd VUSB 4.4 49.69 ... .1755
0.01
-0.07
DefAI&PwrInfr AIPO .0 29.33 +0.13 .0025 Def2XLgIONQ IONX ... 18.18 –2.41 ... DefDlyTgt2xLg MSTX ... 7.86 –0.68 ... DefTgt2xLgOKLO OKLL ... 2.75 –0.17 ... DefDlyTgt2XLgORCL ORCX ... 13.89 –3.05 ... DefTgt2XLgRKLB RKLX ... 16.32 –2.22 ... DefDlyTarget2XLg SMCX 11.5 8.72 +2.87 1.00 DefTgt2xShIONQ IONZ ... 6.08 +0.55 ... DefTgt2xShQBTS QBTZ ... 7.01 +0.20 ... DefTgt2xShRGTI RGTZ ... 6.00 –0.25 ... DefTgt2xShRKLB RKLZ ... 5.43 +0.39 ... DefTgt2XShSMCI SMCZ ... 6.76 –5.68 ... DirexAAPLBr1X AAPD 3.8 10.49 +0.01 .1085 DirexAAPLBl2X AAPU 1.7 45.71 –0.32 .1858 DirexAmznBr1X AMZD 3.2 9.71 +0.60 .0774 DirexAmznBl2X AMZU 2.6 31.17 –4.33 .25 DirexAVGOBr1X AVS 3.5 7.74 –0.21 .1307 DirexGooglBl2x GGLL 2.1 89.35 –16.69 .3441 DirexMETABl2X METU 3.5 22.01 –4.02 .209 DirexMsftBl2X MSFU 3.2 22.90 –1.54 .267 DirexMUBr1X MUD 46.1 11.67 –1.24 .0505 DirexMUBl2X MUU .5 31.27 +4.03 .0189 DirexNFLXBl2X NFXL 5.4
14.73 +0.49 .1701 DirexORCLBl2X ORCU 3.2 4.98 –1.08 .0314 DirexPLTRBr1X PLTD 2.7 8.33 +0.57 .0494 DirexPLTRBl2X PLTU 5.5 27.35 –4.56 .5578 DirexTSLABl2x TSLL 5.5 7.42 –3.97 .1122 ER Private-Pub XOVR ... 18.54 –0.76 ... F/mUSTr3M TBIL 3.7 49.99 +0.03 .1472 FTBuyWrite FTHI 8.9 23.69 –0.09 .172 FTNasdCybersec CIBR .4 88.40 –3.96 .2084 FTNasdBuyWrite FTQI 11.2 21.75 –0.32 .199 FTNasdPharm FTXH 1.1 38.97 +0.32 .1294 FTNasdSemicon FTXL .1 229.35 +2.61 .1203 FTNasdTrans FTXR 1.0 45.18 +0.06 .1692 FTRisingDivAch RDVY .8 79.98 –0.02 .1996 FTSMID CapRising SDVY 1.0 43.28 –0.11 .1305 GlbXAI&Tech AIQ ... 57.98 –0.72 ... GlbX Cybersec BUG ... 37.80 –3.08 ... GlbXNasd100Cv QYLD 11.8 17.56 –0.25 .1854 GSNasd100Prem GPIQ 10.2 55.18 –0.80 .5191 GSS&P500Prem GPIX 8.2 54.78 –0.25 .3937 GrShr2xLgAMD AMDL ... 63.97 +5.83 ... GrShr2xLgCOIN CONL ... 4.80 ... ... GrShr2xLgDELL DLLL ... 24.43 +4.13 ...
GrShr2xLgINTC INTW ... 20.74 –1.63 ... GrShr2xLgMRVL MVLL ... 22.44 +0.93 ... GrShr2xLgMSFT MSFL ... 15.25 –1.02 ... GrShr2xLgMU MULL ... 21.76 +2.76 ... GrShr2xLgNBIS NBIL ... 22.26 +1.12 ... GrShr2xLgNOW NOWL ... 4.18 –0.46 ... GrShr2xLgNVDA NVDL ... 31.49 +1.21 ... GrShr2xLgPLTR PTIR ... 10.19 –1.70 ... GrShr2xLgSKHynix SKUU ... 22.83 –0.50 ... GrShr2xLgSMCI SMCL ... 12.02 +3.93 ... GrShr2xLgTSLA TSLR ... 12.79 –6.79 ... GrShr2xShNVDA NVD 17.7 4.77 –0.20 .8456 GrShr2xShSKHynix SKDD ... 14.89 –1.61 ... GrShr2xShTSLA TSDD 5.7 11.36 +3.16 .651 InvscActMgdETC PDBC ... 17.95 +0.70 ... InvscBS26CpBd BSCQ 4.1 19.52 –0.05 .0647 InvscKBWBank KBWB 1.9 96.62 –0.30 .4729 InvscNasd100 QQQM .5 281.68 –4.63 .3521 InvscPHLXSemicon SOXQ .3 93.04 +1.18 .0773 InvscQQQI QQQ .4 684.23 –11.10 .8135 iShBiotech IBB ... 188.14 –1.62 ... iShBitcoin IBIT ... 36.35 ... ... iShBrdUSDInvCpBd USIG ... 50.29 –0.45
... iShCoreMSCITotInt IXUS ... 93.19 +0.08 ... iShCoreUnivUSDBd IUSB ... 45.46 –0.34 ... iShEthereum ETHA ... 14.04 +0.13 ... iShFallAngelUSDBd FALN ... 26.87 –0.24 ... iSh5-10YIGCpBd IGIB ... 52.23 –0.47 ... iShGlbCleanEner ICLN ... 17.78 –0.59 ... iShJPMUSDEmBd EMB ... 94.64 –0.89 ... iShMBS MBB ... 93.11 –0.67 ... iShMSCIACWI ACWI ... 154.30 –0.70 ... iShMSCIACWIxUS ACWX ... 74.10 +0.09 ... iShMSCIChina MCHI ... 53.33 +0.38 ... iShMSCIEAFESC SCZ ... 82.65 +0.16 ... iShMSCIEMxChina EMXC ... 91.89 +0.11 ... iShMSCIEurFinls EUFN ... 40.38 +0.26 ... iShMSCIGlbGoldMin RING ... 64.49 +3.57 ... iShNasdaq100 IQQ ... 23.15 –0.38 ... iSh1-5YIGCpBd IGSB ... 52.05 –0.16 ... iSh1-3YTreaBd SHY 3.7 81.85 –0.14 .2584 iShPfd&Incm PFF ... 30.16 –0.19 ... iShSemiconductor SOXX ... 527.01 +5.20 ... iSh7-10YTreaBd IEF ... 93.03 –0.81 ... iShSystemAlt IALT .4 28.80 +0.42 .0343 iSh3-7YTreaBd IEI ... 116.33
–0.65 ... iSh20+YTreaBd TLT ... 83.25 –1.27 ... JPMNasdEqPrem JEPQ 10.8 57.96 –0.55 .6366 JPMGlblSelEqETF JGLO ... 70.75 –0.30 ... Lev2XLgADBEDly ADBG ... 3.52 –0.42 ... Lev2XLgCRCLDly CRCG ... 8.05 +0.28 ... Lev2XLgCRM CRMG ... 4.36 –0.42 ... Lev2XLgCRWVDly CRWG 1.3 15.28 –1.05 2.0038 Lev2xLgFUTUDly FUTG ... 3.50 +0.26 ... Lev2XLgGLW GLWG ... 13.73 –1.77 ... Lev2XLgIRENDly IREG ... 7.72 +1.12 ... Lev2XLgNBIS NBIG ... 15.45 +0.69 ... Lev2XLgONDS ONDG ... 2.81 +0.81 ... Lev2XLgTSLADly TSLG 16.5 3.69 –1.97 .6102 NeosNasd100Hi QQQI 14.5 52.73 –1.48 .6089
ProShUltPrQQQ TQQQ .6 64.00 –3.53 .1712 ProShUltShQQQ SQQQ 8.9 44.79 +2.00 .6376 Tradr2XShTSLADly TSLQ 7.1 26.97 +7.58 1.9184 UBSETRACS Crude USOI 31.9 45.24 –1.56 2.0995 VanEckSemicon SMH ... 561.19 +4.66 ... VangdIntrCorpBd VCIT 4.9 81.19 –0.75 .3319 VangdIntermTrea VGIT 3.9 58.32 –0.36 .1879 VangdLTCorpBd VCLT 5.8 72.22 –1.32 .3422 VangdLongTrea VGLT 4.7 53.34 –0.76 .2076 VangdMBS VMBS 4.2 46.19 –0.31 .1645 VangdRuss1000Grw VONG .5 121.16 –1.79 .1592 VangdRuss2000 VTWO 1.1 117.71 –1.18 .3014 VangdSTCpBd VCSH 4.5 78.47 –0.25 .2876 VangdShtTmInfltn VTIP 4.2 49.59 –0.11 .6804 VangdShortTrea VGSH 3.9 58.02 –0.11 .1779 VangdTotalBd BND 4.0 72.31 –0.55 .2445 VangdTotIntlBd BNDX 4.5 47.80 –0.13 .1112 VangdTotIntlStk VXUS 2.6 83.40 +0.03 .3861 Vangd0-3MTr VBIL 3.6 75.66 +0.04 .2125 VicShFreeCashFlow VFLO ... 48.14 +0.34 ... WTCloudComp WCLD ... 32.45 –2.34 ...
NYSE (纽约证券交易所)
HarbCmdAllWeather HGER .4 32.50 +0.62 1.7587 iSh0-1YTreaBd SHV ... 110.29 +0.04 ... iSh0-3MTreaBd SGOV ... 100.64 +0.06 ...
NYSEARCA (纽约证券交易所 Arca)
abrdnBbgAllCmdK1 BCI 13.1 24.49 +0.68 3.2198 abrdnPhysGold SGOL ... 38.59 +0.37 ... abrdnPhysPlat PPLT ... 14.43 –0.07 ... AdvShMSOSDlyLvg MSOX ... 2.29 –0.23 ... AdvShPureUSCan MSOS ... 4.26 –0.20 ... AlerianMLPETF AMLP 7.3 54.99 +0.96 1.03 AmplifyJrSilver SILJ 2.2 24.77 +0.98 .5541 AvantisEM AVEM 2.6 89.29 +0.03 .5308 AvantisUSLCValue AVLV 1.1 92.11 +0.46 .2825 AvantisUSSCValue AVUV 1.2 125.28 –0.07 .4429 BitwiseBitcoin BITB ... 34.84 +0.02 ... BitwiseEthereum ETHW ... 13.31 +0.12 ... BitwiseSolana BSOL ... 10.07 –0.16 ... CapitalGrpCoreBal CGBL 1.9 37.16 –0.04 .1634 CapitalGrpCoreBd CGCB 4.3 25.86 –0.22 .0854 CapGrpCore CGUS .8 43.86 –0.14 .0833 CapGrpCorePlus CGCP 5.2 21.99 –0.21 .0855 CapGrpDivVal CGDV 1.2 48.85 +0.06 .1471 CapGrpGlbGrw CGGO 1.0 39.09 –0.03 .3978 CapitalGrpGrw CGGR .2 44.36 –0.98 .0274 CapGrpMuniIncm CGMU 3.4 27.05 –0.28 .0689 CapGrpUSMult CGMS 6.2 27.09 –0.21 .1266 DefTgt2XLgIREN IRE ... 9.72 +1.33 ... DefTgt2XShAMD DAMD ... 1.57 –0.23 ... DefTgt2XShMU MUZ ... 13.08 –3.53 ... DimenCoreFxIncm DFCF 4.4 41.50 –0.52 .1665 DimenEmgCore DFAE 1.9 37.36 –0.01 .2116 DimenEMCore2 DFEM 2.0 37.74 –0.03 .2338
Invesco QQQ Trust (QQQ) -1.59
DimenIntlCore DFAI 2.3 41.41 +0.06 .473 DimenIntlValue DFIV 2.6 55.95 +0.22 .8024 DimenUSCoreEq2 DFAC .9 44.16 –0.03 .1081 DimenUSRealEst DFAR 2.6 27.40 +0.29 .1402 DirexEnerBr2x ERY 3.5 10.37 –0.68 .0901 DirexChinaBl3 YINN 1.4 27.70 +0.91 .2094 DirexHmbldrBl3 NAIL .8 40.71 –0.55 .1013 DirexS&PBiotBr3 LABD 7.4 8.77 +0.58 .0752 DirexS&P500Br1 SPDN 3.3 8.80 +0.05 .0704 DirexS&P500Br3 SPXS 4.3 27.49 +0.51 .2386 DirexS&P500Bl3 SPXL .5 260.40 –5.33 .5231 DirexS&POilBl2 GUSH 1.2 38.83 +1.65 .0756 DirexSKHynixBull2X SKHL ... 8.87 –0.24 ... DirexSemiBr3 SOXS 4.4 51.53 –3.32 .375 DirexSemiBl3 SOXL ... 136.81 +1.34 ... DirexScBr3 TZA 4.7 41.83 +1.21 .3768 DirexSCBl3 TNA .3 67.80 –2.22 .0875 DirexKRBl3 KORU .4 17.85 –0.41 .0057 DirexSpaceXBl2X LOFF .3 11.09 –1.97 .0096 Direx20+YTrBl3 TMF 4.6 31.85 –1.50 .3651 FTVestLadAuto ACYN 10.6 20.54 –0.08 .1792 FidEnhIntl FENI 3.0 39.84 +0.05 .371
FidEnhMCCore FMDE 1.1 40.57 +0.15 .104 FidEnhSCCore FESM .7 46.72 –0.50 .114 FidMSCIEn FENY 2.3 33.10 +1.08 .21 FidTotalBd FBND 4.7 44.97 –0.32 .169 FT MstarDiv FDL 3.6 51.47 +0.36 .4732 FT PfdSecs FPE 5.8 17.74 –0.20 .0812 FT WCMIntlEq WCMI .6 18.84 ... .0472 FrankFTSEIndia FLIN ... 34.51 –0.63 ... FrankFTSEJapan FLJP 4.3 38.96 +0.33 .1687 FrankFTSETaiwan FLTW 1.7 94.23 +0.56 .1843 FundGrannyUSLC GRNY .1 27.10 –0.21 .0202 GlbXCopperMiners COPX 2.5 77.72 +4.37 .258 GlbXDefenseTech SHLD .5 63.01 +2.95 .1866 GlbXS&P500Cv XYLD 9.4 40.76 –0.39 .4088 GlbXSilverMiners SIL 1.3 75.44 +3.70 .108 GlbX Uranium URA 5.2 39.89 +1.16 2.0843 GrayscaleBTCMini BTC ... 28.37 –0.01 ... GrayscaleBitcoin GBTC ... 49.72 +0.01 ... GrayscaleEthStk ETHE ... 15.02 +0.14 ... GrayscaleEthMini ETH ... 17.75 +0.20 ... GrayscaleSolanaStk GSOL ... 5.57 –0.10 ... iMGPDBiMgdFut DBMF 5.0 31.41 +0.54 .1529 InvscChinaTech
CQQQ ... 49.88 –0.44 ... InvscDBComm DBC .0 30.10 +1.12 .7442 InvscDBUSDBull UUP .0 28.58 +0.25 .9269 InvscNatAMTFrMuni PZA 3.8 22.85 –0.48 .0753 InvscPreferred PGX 6.4 10.71 –0.15 .062 InvscS&P500EW RSP 1.5 213.57 +0.20 .8101 InvscS&P500LowVol SPLV 2.1 77.19 +0.62 .1414 InvscS&P500Mntm SPMO .7 146.51 +2.62 .2452 InvscS&P500Qual SPHQ 1.1 84.80 +0.02 .2044 InvscS&P500Top50 XLG .7 59.98 –0.73 .1172 InvscSrLoan BKLN 6.5 20.39 –0.09 .1089 InvscWildClnEngy PBW 1.5 31.66 –1.73 .2395
SPDR Gold Shares (GLD) 0.95%
Vanguard Dividend Appreciation (VIG) 0.44
iShares Core MSCI EAFE (IEFA) 0.09
Vanguard FTSE Developed Markets (VEA)
Vanguard FTSE Emerging Markets (VWO)
SPDR S&P 500 ETF Trust (SPY) -0.59
Vanguard Total Stock Market (VTI) -0.60
Vanguard Total Bond Market (BND) -0.75
iShares Core S&P Small Cap (IJR) -0.79
iShAIInnov BAI ... 42.78 +0.20 ... iShChinaLC FXI ... 34.58 +0.45 ... iShCoreDivGrowth DGRO ... 77.84 +0.70 ... iShCoreHiDiv HDV ... 28.75 +0.50 ... iShCoreMSCIEM IEMG ... 77.05 +0.07 ... iShMSCIIntlDev IDEV ... 88.99 +0.06 ... iShCoreS&P500 IVV ... 742.36 –4.36 ... iShCoreS&PMC IJH ... 75.77 +0.23 ... iShCoreS&PSC IJR ... 144.86 –1.16 ... iShCoreS&PTotUS ITOT ... 162.00 –1.03 ... iShCoreUSAggBd AGG ... 97.46 –0.74 ... iShUSHealthcare IYH ... 68.41 +0.61 ... iShUSMedDevices IHI ... 50.23 –0.28 ... iShFlexibleIncmAct BINC ... 51.81 –0.33 ... iShGlbGovtBdUSD GGOV ... 49.89 –0.14 ... iShGlobalREIT REET ... 28.89 +0.37 ... iShGoldTr IAU ... 76.23 +0.73 ... iShGoldTrMicro IAUM ... 40.39 +0.39 ... iShiBdsDec28Cp IBDT ... 25.15 –0.05 ... iShiBoxx$HYCpBd HYG ... 79.23 –0.42 ... iShiBoxx$IGCpBd LQD ... 106.23 –1.33 ... iShLatinAmer40 ILF ... 34.64 +0.57 ... iShMSCIAustralia EWA ... 28.72 –0.03
... iShMSCIBrazil EWZ ... 35.73 +0.50 ... iShMSCICda EWC ... 59.07 –0.38 ... iShMSCIEAFE EFA ... 103.41 +0.08 ... iShMSCI EM EEM ... 63.33 +0.04 ... iShMSCIGermany EWG ... 41.12 –0.04 ... iShMSCIHongKong EWH ... 22.55 +0.51 ... iShMSCIIndonesia EIDO ... 12.26 –0.16 ... iShMSCIIntlQual IQLT ... 49.43 –0.04 ... iShMSCIJapan EWJ ... 91.21 +0.72 ... iShMSCIMexico EWW ... 75.45 +0.34 ... iShMSCISingapore EWS ... 31.65 +0.17 ... iShMSCISthKorea EWY ... 162.96 +0.42 ... iShMSCITaiwan EWT ... 98.01 +0.68 ... iShNatlMuniBd MUB ... 105.55 –1.03 ... iShRussMC IWR ... 109.36 +0.02 ... iShRussMCGrw IWP ... 136.73 –0.86 ... iShRuss1000Grw IWF ... 117.65 –1.73 ... iShRuss1000Val IWD ... 248.24 +0.21 ... iShRuss2000 IWM ... 291.17 –2.87 ... iShS&P500Grw IVW ... 132.83 –1.43 ... iShSilver SLV ... 52.59 +1.81 ... iShTIPSBond TIP ... 107.50 –0.77 ... iSh10+YIGCpBd IGLB ... 48.09 –0.88 ... iShTreaFRBd TFLO
... 50.63 +0.04 ... iShUSEqFactRotat DYNF .8 67.18 +0.19 .1185 iShUSRealEst IYR 2.1 107.00 +0.91 .615 iSh0-5YHYCpBd SHYG ... 42.03 –0.20 ... JanusAAACLO JAAA 4.9 50.65 +0.06 .2456 JPMActiveGrw JGRO ... 92.02 –0.64 ... JPMActiveValue JAVA 1.2 80.04 –0.18 .2368 JPMCorePlusBd JCPB 5.0 46.22 –0.36 .1813 JPMEqPremiumIncome JEPI 8.0 56.80 +0.25 .3872 JPM Income JPIE 5.6 45.79 –0.13 .2161 JPM Municipal JMUB 3.7 49.73 –0.48 .1529 JPM UltShIncm JPST 4.4 50.48 –0.02 .1707 JPMUltShMuni JMST 2.6 50.88 –0.03 .1076 KraneCSICnInt KWEB 8.0 26.29 –0.52 2.0962 KraneCnTech KSTR ... 25.41 +0.65 ... MicroFANG+3XLvg FNGU ... 24.82 –1.72 ... MicroGold3xLvgd GDXU ... 80.03 +10.89 ... PGIMAAA CLO PAAA 4.8 51.44 +0.04 .2035 PGIMUltraShBd PULS 4.5 49.66 +0.02 .1649 PimcoEnhShMat MINT 4.2 100.68 +0.04 .324 PimcoMultiBd PYLD 6.0 26.11 –0.17 .14 ProShBitcoin BITO 60.4 8.70 +0.01 .0104 ProShShBitcoin BITI 15.6 25.14
–0.01 1.4488 ProShShtDow30 DOG 3.3 21.88 +0.12 .1633 ProShShrtQQQ PSQ 10.9 26.99 +0.45 .2286 ProShShRuss2000 RWM 8.1 13.76 +0.15 .1395 ProShShrtS&P500 SH 4.1 33.50 +0.23 .3196 ProShUltBitcoin BITU 33.5 9.49 –0.03 .0141 ProShUltBlmCrude UCO ... 43.93 +2.93 ... ProshUltBbgNtGas BOIL ... 22.59 +0.18 ... ProShUltraCRCL CRCA 7.4 11.88 +0.35 .1811 ProShUltraEther ETHT 17.7 10.10 +0.12 .0107 ProShUltraGold UGL ... 44.38 +0.81 ... ProShUltraQQQ QLD .1 83.00 –2.91 .0607 ProShUltraS&P SSO .7 65.67 –0.85 .1283 ProShUltraSKhynix SKHU ... 17.59 –1.05 ... ProShUltSilver AGQ ... 64.73 +4.29 ... ProShUltSpaceX SPCF ... 11.11 –1.91 ... ProShUltDow30 UDOW 1.1 68.17 –1.01 .2092 ProShUltS&P500 UPRO .8 136.27 –2.78 .2987 ProShUltShDow30 SDOW 4.1 24.84 +0.34 .218 ProShShtRus2000 SRTY 8.1 23.56 +0.69 .2851 ProShUltSh&P500 SPXU 6.6 38.50 +0.70 .3914 ProShUltShBbgCrd SCO ... 25.58 –1.89 ... ProShUltShBlmGas
KOLD ... 26.88 –0.28 ... ProShUltShGold GLL ... 26.40 –0.59 ... ProShUltShQQQ QID 21.5 15.65 +0.49 .1461 ProShUltShS&P500 SDS 5.2 58.36 +0.74 .6149 ProShUltShSilver ZSL ... 31.01 –2.64 ... PutnamFocLCVal PVAL .9 52.41 +0.46 .1264 SPDRGoldMini GLDM ... 80.19 +0.74 ... SPDRGold GLD ... 371.90 +3.49 ... SchwabEMEquity SCHE 2.7 35.39 +0.03 .0443 Schwab5-10YCpBd SCHI 5.1 22.23 –0.22 .0942 SchwabFdIntlEq FNDF 3.1 52.94 +0.20 .2963 SchwabFdUSLgCo FNDX 1.5 31.52 +0.06 .118 SchwabHYBd SCYB 7.0 25.92 –0.16 .1487 SchwabIntmUSTrsr SCHR 4.0 24.40 –0.15 .0789 SchwabIntlDiv SCHY 3.4 32.41 –0.13 .3571
SchwabIntEquity SCHF 3.1 27.04 +0.03 .165 SchwabMuniBd SCMB 5.7 25.27 –0.31 .0755 Schwab1000Index SCHK 1.0 35.63 –0.21 .0933 SchwabSTUSTr SCHO 3.9 24.06 –0.04 .078 SchwabUSAggrBd SCHZ 4.2 22.79 –0.17 .08 SchwabUSBrdMkt SCHB 1.1 28.56 –0.19 .0753 SchwabUSDiv SCHD 3.1 33.29 +0.38 .2525 SchwabUSLC SCHX 1.0 29.12 –0.19 .0763 SchwabUSLCGrw SCHG .4 33.46 –0.72 .0337 SchwabUSLCVal SCHV 1.8 34.24 +0.43 .1566 SchwabUSMC SCHM 1.3 34.99 ... .1067 SchwabUSREIT SCHH 2.7 24.86 +0.25 .1683 SchwabUSSC SCHA 1.1 33.93 –0.12 .1004 SchwabUSTIPs SCHP 4.5 26.09 –0.17 .2214 SimplifyUSEq CTAP 3.6 28.06 +0.72 .30 SSBlackstSrLn SRLN 7.4 40.33 –0.03 .2311 SSCommSvcsSel XLC 1.3 106.30 –4.35 .2837 SSCnsDiscSel XLY .8 109.41 –6.03 .2332 SSCnsStplsSel XLP 2.6 84.13 –1.06 .5742 SSDoubleTRTact TOTL 5.4 38.77 –0.38 .1654 SSEnergySel XLE 2.5 59.62 +1.94 .3849 SSFinlSel XLF ... 56.31 +0.05 ... SSHlthCrSel XLV 1.6 162.57
+1.48 .6563 SSIndlSel XLI 1.1 182.66 +3.25 .4441 SSMatlsSel XLB 1.7 51.26 +0.73 .1932 SSRealEstSel XLRE 3.1 45.95 +0.53 .3811 SSSPDRBbgHYBd JNK 6.7 95.39 –0.59 .5308 SSSPDRBbgIGFR FLRN 4.4 30.82 +0.02 .1053 SSSPDRBbg1-3M BIL 3.8 91.61 +0.06 .2676 SSSPDRBbgSTHYBd SJNK 7.1 24.79 –0.13 .1472 SSSPDRDJIA DIA 1.4 518.76 –2.05 .1487 SSSPDRNuvICEHY HYMB 4.6 24.88 –0.29 .0955 SSSPDRNuvICEMun TFI 3.6 44.89 –0.50 .1354 SSSPDRPtfAggBd SPAB 4.1 25.13 –0.18 .0875 SSSPDRDevxUS SPDW 3.1 49.39 +0.01 .7221 SSSPDRPtfEM SPEM 2.6 50.16 –0.03 .5277 SSSPDRPtfHYBd SPHY 7.3 23.18 –0.15 .1382 SSSPDRIntCpBd SPIB 4.5 33.09 –0.18 .1261 SSSPDRPtfIntTm SPTI 3.9 28.06 –0.19 .0906 SSSPDRPtfLTCpBd SPLB 5.6 21.49 –0.40 .1012 SSSPDRPtfLTTrea SPTL 4.3 25.36 –0.37 .0898 SSSPDRPtfMtgBkd SPMB 4.1 21.97 –0.17 .0707 SSSPDRS&P500 SPYM 1.0 86.96 –0.52 .2392 SSSPDRS&P500G SPYG .5 114.96 –1.29 .1485 SSSPDRS&P500V SPYV 1.7 61.94
+0.02 .2681 SSSPDRPtfS&P400 SPMD 1.2 66.38 +0.20 .2121 SSSPDRPtfS&P600 SPSM 1.4 56.32 –0.44 .2005 SSSPDRPtfSTCpBd SPSB 4.4 29.88 –0.05 .1068 SSSPDRPtfSTTrea SPTS 3.9 28.91 –0.06 .0884 SSSPDRS&PBk KBE 2.1 69.36 –0.88 .3509 SSSPDRS&PBio XBI .4 150.48 –3.78 .1381 SSIMSPDRS&P500 SPY 1.0 738.93 –4.36 1.9035 SSSPDRS&PHmbld XHB .7 108.44 +0.19 .1599 SSSPDRS&PIns KIE 1.5 64.14 –0.03 .2145 SSSPDRS&PMtls XME .4 101.74 +3.39 .0802 SSSPDRS&PO&GE&P XOP 1.9 174.05 +3.87 .7483 SSSPDRS&PRegBkg KRE 2.1 75.73 –0.96 .4167 SSSPDRS&PRetail XRT .8 87.01 –2.41 .1865 SSTechSel XLK .5 175.88 +0.29 .2279 SSUtilsSel XLU 2.6 46.29 +1.12 .2844 T-REX2XLgSKHynix HYNX ... 23.02 –0.50 ... T-REX2XLgSPCXDly SPAX ... 6.72 –1.18 ... TemaSpaceInnov NASA ... 22.14 –0.85 ... USGlobalJets JETS .8 30.10 –0.36 .2329 USBrentOilFd BNO ... 52.58 +3.88 ... USNatGas UNG ... 10.55 +0.04 ... UnitedStatesOilFd USO ... 136.69 +12.73 ...
VanEckBDCIncm BIZD 12.4 12.34 –0.38 .2391 VanEckGoldMin GDX ... 75.23 +3.91 ... VanEckIG FR FLTR 4.6 25.59 +0.02 .0872 VanEckJPMEMLCBd EMLC 6.3 25.21 –0.15 .1442 VanEckJrGoldMin GDXJ ... 97.80 +5.60 ... VanEckMtgREIT MORT 15.3 9.72 –0.31 .4253 VanEckPfdxFin PFXF 6.6 17.39 –0.08 .109 VangdDivApp VIG 1.5 238.65 +1.04 .9988 VangdExtDuratn EDV 5.3 60.88 –1.30 .867 VangdFTSEAWxUS VEU 2.6 81.62 +0.05 .3928 VangdFTSEDevMk VEA 2.6 69.71 +0.01 .3772 VangdFTSE EM VWO 2.4 57.80 –0.04 .071 VangdFTSEEurope VGK 2.9 88.41 –0.18 1.1991 VangdGrowth VUG .4 83.48 –1.79 .0923 VangdHiDiv VYM 2.2 162.23 +2.07 .9795 VangdInfoTech VGT .4 113.30 +0.20 .1384 VangdIntermBd BIV 4.3 75.51 –0.63 .275 VangdMegaGrwth MGK .3 84.81 –2.02 .0835 VangdMC VO 1.3 80.55 +0.31 .2554 VangdRealEst VNQ 3.4 100.81 +0.79 .8554 VangdS&P500ETF VOO 1.1 679.14 –4.03 1.9622 VangdS&P500Grw VOOG .5 79.82 –0.93 .0881 VangdSTBond BSV 3.9
77.47 –0.22 .2613 VangdTaxExemptBd VTEB 3.3 49.61 –0.52 .142 VangdTotalStk VTI 1.1 364.80 –2.21 1.0437 VangdTotWrldStk VT 1.6 154.20 –0.58 .5627 VangdValue VTV 1.9 221.02 +3.10 1.0818 VirtusInfrUSPfd PFFA 10.1 20.43 –0.45 .1725 VistaTarget15 OMAH 15.1 18.78 –0.28 .2314 WTFRTrea USFR 3.8 50.50 +0.04 .1512 XtrkHarvCSI300 ASHR 2.2 34.36 +0.73 .7581 XtrkUSDHYCpBd HYLB 6.5 36.17 –0.20 .1927 YieldMSTROpt MSTY 404.8 12.24 –0.58 3.037 YieldMagn7Fd YMAG ... 10.93 –0.68 ... YieldNVDAOpt NVDY 60.1 12.53 +0.17 .1649 YieldSMCIOpt SMCY 205.0 4.82 +0.69 .809 YieldTSLAOpt TSLY 110.6 21.31 –4.42 4.01 YieldUnivFdOpt YMAX ... 7.32 –0.20 ...
巴伦周刊 47
B
A
BARRONS.COM/DATA 共同基金 数据由 LIPPER 提供
E
F
D
C
关于我们的基金 列表包含了资产规模前 1250 强的开放式基金。这些基金每日对投资组合进行估值，并向美国证券交易商协会报告净资产价值（持仓金额除以发行在外的股份数量）。总回报率反映了价格变化和股息；这些数字假设所有分配均重新投资于该基金。由于 Lipper 持续更新其数据库，这些回报率可能与先前发布或由他人计算的结果有所不同。3 年回报率为累计回报率。NAV 为该周最后报告的收盘价。脚注：NA：不可用。NE：Lipper 编辑将其表现排除在外。NN：基金未被追踪。NS：基金在整个期间内并非一直存在。e：不含资本利得分配。f：前一日报价。n：无前置或后置销售手续费。p：基金资产用于支付营销和分销成本（12b-1 费用）。r：基金征收赎回费或后置销售手续费。s：股票分红或拆股比例在 25% 或以上。t：基金收取 12b-1 费用（用于营销和分销）及后置销售手续费。v：资本利得分配可能是资本返还。x：不含现金股息。
净资产价值 (NAV) 年初至今 (YTD) 变动 3 年回报率 % % %
净资产价值 (NAV) 年初至今 (YTD) 变动 3 年回报率 % % %
净资产价值 (NAV) 年初至今 (YTD) 变动 3 年回报率 % % %
ABFunds: AlBeGblBndFdClZ 6.82 -0.04 0.2 12.8 CapFdInc.LCapGow 113.07 -1.66 0.2 54.1 MuniIncmShares 10.99 -0.13 1.2 14.8 ABFunds- A: LgCpGrA 97.43 -1.44 0.0 52.8 ABFunds- ADV: GlbBd 6.82 -0.05 0.2 12.9 HiIncmAdv 6.93 -0.05 1.9 29.1 IntlStraEquPtADV 18.72 0.20 16.2 92.3 LgCpGrAdv 113.11 -1.66 0.1 53.9 NationalPtf 9.55 -0.10 0.9 10.8 SmMdCpGr 14.16 -0.07 9.2 43.2 SmMidCpValAdv 24.94 -0.08 19.3 41.2 AdvisersInvTrst: Balancedn 102.82 -0.45 9.2 51.4 Growthn 147.87 -0.76 12.7 69.3 AlgerFundsA: SpectraN 35.27 -0.49 3.3 113.4 AmanaGrowth n: AmanaGrowthn 103.69 -0.35 10.9 63.4 AmerBeacon Insti: SmCpInst 29.63 -0.10 26.7 49.0 American CenturyG: Sustain Equity 51.18 -0.35 6.6 51.7 American CenturyI: EqInc 9.38 0.05 12.2 37.9 IntTF 10.64 -0.11 0.3 9.9 American CenturyIns: AvantisUSSCV 21.44 -0.05 23.6 61.3 American CenturyInv: DiscCoreVal n 43.92 0.21 14.7 55.0 EqGron 38.53 -0.13 8.4 71.2 EqIncn 9.37 0.06 12.1 37.3 Grwthn 56.98 -1.28 0.0 59.0 Heritagen 21.26 -0.27 2.3 39.9 OneChModn 16.87 -0.07 5.4 34.9 Selectn 127.78 -3.34 -0.8 54.7 SmCapGrowthn 25.00 -0.14 15.1 47.4 Ultran 93.97 -2.11 -0.1 56.6 American CenturyR6:
AmCentUltraFdR6 102.83 -2.30 0.0 58.2 MdCapVal 16.85 0.13 14.9 37.8 SmCapGrowth 27.17 -0.15 15.3 49.0 American CenturyY: IntTF 10.63 -0.12 0.2 9.9 American FundsClA: 2020TarRetA 14.77 -0.03 4.3 34.0 2025TarRetA 16.77 -0.04 4.4 35.2 2030TarRetA 19.56 -0.06 4.8 39.5 2035TarRetA 22.02 -0.07 5.6 45.1 2040TarRetA 24.55 -0.08 6.9 53.0 2045TarRetA 25.69 -0.08 7.6 56.0 2050TarRetA 25.37 -0.08 7.7 56.6 AmcpA 43.73 -0.67 2.5 56.7 AMutlA 64.71 0.33 9.5 50.4 BondA 11.09 -0.09 -0.9 10.8 BalA 40.19 -0.08 7.8 54.0 CapIBA 83.25 0.52 9.5 49.7 CapWA 15.68 -0.15 -2.6 5.9 CapWGrA 79.83 0.29 12.4 68.2 EupacA 61.54 0.04 7.6 47.7 FdInvA 100.57 -0.37 11.4 83.1 GBalA 42.25 0.12 5.9 37.2 GovtA 11.71 -0.10 -1.4 9.4 GwthA 83.52 -1.34 3.8 74.1 HITrA 9.75 -0.05 1.8 28.1 HiInMuniA 15.24 -0.15 1.6 16.2 ICAA 66.78 -0.60 7.4 74.9 IncoA 27.82 0.19 7.9 45.4 IntBdA 12.41 -0.08 -0.6 13.0 IntlGrIncA 48.76 0.18 10.1 58.9 LtdTEBdA 15.44 -0.12 0.0 9.8 NPerA 72.80 -0.79 3.1 52.7
NEcoA 82.71 -0.20 13.8 97.1 NwWrldA 103.32 0.00 10.8 53.5 SmCpA 81.02 -0.18 10.5 33.9 STBFA 9.46 -0.03 0.3 13.0 TECAA 16.57 -0.20 0.3 10.1 TxExA 12.33 -0.14 0.5 10.0 WshA 67.56 0.28 8.3 60.1 AMGManagers Funds: YachtmanFocFdI 23.38 0.20 22.5 61.1 YacktmanFd I 26.17 0.15 15.4 52.1 AngelOak FundsTrst:
AglOkMtiStFdClIn 8.70 -0.04 2.4 22.7 AQRFunds: DivStrI 14.84 0.20 5.9 46.0 EqMktNeutR6 11.73 0.19 -6.7 62.5 LngShrtEqI 21.04 0.35 -0.6 92.2 MgdFutStrI 10.80 0.29 12.9 44.1 Multi-AssetR6 12.98 0.05 8.9 47.0 ArtisanFunds: IntlInv n 34.14 0.14 14.3 79.2 IntlInst 34.41 0.15 14.5 80.5 IntlValInst 59.63 -0.86 11.8 54.6 IntlValInv n 59.43 -0.86 11.6 53.5 MidCapInst 42.84 -0.55 2.7 37.0
BairdFunds: AggBdInst 9.70 -0.07 -0.5 12.9 CorBdInst 10.07 -0.07 -0.3 14.1 IntBdInst 10.35 -0.05 -0.1 14.7 ShtTBdInst 9.47 -0.01 1.0 16.0 BaronFunds: Assetn 85.36 -2.82 -3.4 19.5 Partners n 240.39-17.65 -4.9 52.1 BaronInstl Shares: AssetInst 92.93 -3.06 -3.2 20.4 DiscoveryInst 35.91 -1.26 -0.6 34.7 EmergingMktsInst 21.12 0.01 10.4 53.4 FocGrowthInst 59.07 -3.35 -2.3 56.2 PartnersInst 252.42-18.53 -4.8 53.3 RealEstateInst 42.10 -0.04 3.7 28.7 SmallCapInst 30.27 -0.72 0.1 20.6 BernsteinFds: DivrMuni n 13.84 -0.11 0.4 10.1 IntmDur n 11.03 -0.10 -0.9 11.0 BlackRockFunds: CoreBdInst 8.12 -0.07 -0.7 10.9 HiYBlk 7.08 -0.05 1.6 28.5 HiYldBdInst 7.07 -0.06 1.6 28.1 LowDurIInst 9.04 -0.03 0.9 17.0 BlackRockFundsA: AdvLgCapCore 24.16 -1.25 12.4 79.0 CapAppr 30.20 -7.64 7.8 75.5 EqtyDivd 21.96 -1.73 14.0 55.1 GlblAlloc 20.08 -1.35 5.7 42.5 HlthScOp 61.55 -6.13 5.2 28.1 MultiAstIncome 10.59 -0.05
3.7 29.4 NatlMuni 9.86 -0.10 0.6 7.7 ScTechOppA 77.89 -8.32 24.2 117.5 BlackRockFundsIII: iShS&P500IdxK861.80 -5.17 8.9 69.2 iShUSAggBdIdxK 8.93 -0.08 -0.6 11.4 BlackRockFundsInst: AdvIntl Inst 24.51 -0.88 10.7 62.7 AdvLgCapCore 26.05 -1.28 12.6 80.3 CAInsMun 11.82 -0.11 1.3 11.4 EmgMkts 34.26 -0.94 20.0 55.9 EqtyDivd 22.11 -1.74 14.2 56.2 FloRateIncPorIns 9.35 -0.01 1.4 21.5 GlblAlloc 20.31 -1.37 5.9 43.5 HiEqInc 32.13 -0.20 11.7 42.9 HlthScOp 67.63 -6.09 5.4 29.1 iShMSCIIntldx 21.20 -0.01 9.6 55.0 MdCpGrEq 33.26 -5.44 6.6 28.7 MultiAstIncome 10.61 -0.05 3.9 30.4 NatlMuni 9.85 -0.10 0.7 8.4 ScTechOppInst 88.89 -8.36 24.4 119.1 StratIncOpptyIns 9.63 -0.05 1.2 20.9 StratMuniOppI 10.29 -0.12 1.4 11.2 TacOpp Inst 17.39 0.06 10.0 31.1 TotRet 9.75 -0.09 -0.2 12.8 BNY MellonFunds: Aprec n 35.61 -0.43 2.0 32.1 Dr500Inn 66.62 -0.40 8.7 66.9 Dreyfn 20.51 -0.10 6.2 69.6 GlFxIncI 20.10 NA NA NA
IntlStkI 22.42 -0.23 2.8 11.8 StratValA 56.51 0.45 15.8 66.5 StrgValI 57.04 0.46 15.9 67.7 BrandesInstIEI : BrandesInstIEI 29.13 NA NA NA
CalamosFunds: Gr&IncA 58.00 -0.44 9.0 60.9 Gr&IncI 54.74 -0.42 9.1 62.0 MktNeutI 16.19 0.00 3.5 22.2 CalvertInvestments: EqA 61.68 -0.85 -7.4 12.7 CarillonReams: CorePlBd I 29.67 -0.24 0.0 13.0 UnconstrndBdI 12.47 -0.09 0.4 20.3 CarillonScout: MidCapI 27.57 0.18 13.5 65.0
CausewayInst : CausewayInst 24.98 -0.04 6.3 60.4 ClearBridge: AggressGrowthA 91.84 -0.96 0.5 35.7 AppreciationA 36.79 0.01 5.8 54.0 DividendStrat1n 31.25 -0.10 9.1 48.0 DividendStratA 31.21 -0.10 9.0 46.7 LargeCapGrowthA 59.18 -1.15 0.0 49.2 LargeCapGrowthI 73.21 -1.43 0.2 50.5 Cohen & Steers: GlbRltyI 60.96 0.65 13.4 29.7 InstlRlty 56.52 0.94 19.8 34.6 PrefSecIncnI 12.43 -0.09 1.5 29.3 RltyIncI 20.38 0.30 19.0 36.3 RltyShs n 77.47 1.28 19.7 34.6 ColoradoBondShares: ColoradoBdShs 8.94 -0.07 2.4 19.6 Columbia Class A: BalancedA 57.22 -0.49 4.8 44.3 ContCoreA 41.12 -0.38 7.7 66.1 DisplCoreA 16.08 -0.09 6.6 60.1 DivIncA 40.41 0.31 12.3 53.4 GlobTech 127.91 -2.79 41.1 162.4 LgCpGrowA 77.63 -0.74 2.7 69.8 LgCpVl A 20.76 0.12 15.2 63.9 LiGoBalA 12.88 -0.05 6.9 47.3 SelgComuInfoA 223.13 -4.30 42.4 170.4 Columbia Class I: AcornI 14.43 -0.15 11.1 37.0 BalancedI 57.05 -0.49 4.9 45.4 ContCore I 41.77 -0.38 7.9 67.4 DivIncom I 40.46 0.32 12.5 54.6 GlbTechGw I 132.05 -0.52 18.9 116.2 LgCpGrow I 84.36 -0.80 2.9 71.1 LgCpIdx I 56.67 -0.34 8.9 68.3 SelComunInfo 270.48 -5.20 42.6 172.4 SelLCVal 47.31 0.49 15.6 68.3 SmCapGthI 39.40 -0.62 19.0 84.4 StratInc I 21.18 -0.14 0.9 19.2 TotReBd I 30.03 -0.29 -0.3 16.2 Columbia Class I2: DivIncom 41.32 0.32 12.5 54.8 SelComunInfo 273.28 -5.25 42.6 172.7 Columbia Class I3: ContCore I3 43.14 -0.40 8.0 67.9 DivIncom 41.41 0.33 12.6 55.0 Column: MidCapSlctFndn 12.94 NA NA NS SmllCapSlctFndn 15.13 NA NA NS Congress: SmCapGw Inst 55.94 -0.27 14.7 46.5 CrossingBridge: LwDurHYld Inst 9.60 NA NA NA Cullen Funds:
EmrgMktHighDivI 19.04 0.34 18.6 80.5
Davis FundsA: NYVen A 30.33 -0.16 11.6 78.3 Davis FundsC& Y: NYVenY 32.09 -0.16 11.8 79.7 Delaware InvestA: GroInA 20.46 0.13 22.2 93.3 Deutsche DWS: CoreEq n 39.36 -0.09 9.7 63.7 TechA 50.32 -0.45 14.2 114.8 Diamond HillFunds: LongShortI 30.35 -0.24 -4.6 32.6 DimensionalFds: 2TGlFxd 9.78 -0.01 1.9 14.9 5GlbFxdInc 10.00 -0.01 1.3 14.0 DFARlEst 47.37 0.49 20.2 34.0 EmgMkt 43.50 -0.10 17.9 71.4 EmgMktSoCoEq 21.14 -0.14 15.8 65.8 EmgMktVa 42.63 -0.10 15.5 64.9 EmMktCorEq 32.68 -0.12 13.3 61.6 EmMktSmCp 27.12 -0.28 3.0 33.8 Fixd 10.25 0.00 1.9 14.7 GblAll6040Inst 23.40 -0.03 7.4 42.3 GlEqInst 43.98 -0.02 11.7 62.9 GlRESec 12.02 0.08 14.8 31.6 InfProtSec 10.95 -0.08 0.4 10.8 IntGvFxdInc 11.00 -0.08 -0.6 9.8 IntlCoreEq 22.05 0.01 10.0 62.1 IntlREst 3.82 -0.02 0.8 21.0 IntlSustCore1 16.89 -0.08 6.4 54.8 IntlVal 32.14 0.18 13.9 81.9 IntlVectorEq 19.60 0.05 10.1 65.3 IntrLrgCpGroPor 20.61 -0.10 6.0 41.3 IntSmCo 27.04 -0.03 6.9 56.8 IntSmVa 33.41 0.23 9.4 87.7 IntVaIII 27.54 0.15 13.9 82.0 ITExQual 9.57 -0.09 -0.3 16.9 LgCo 49.22 -0.29 9.0 69.1 LgCpIntl 37.80 -0.02 10.4 60.3 SclCrEqInst 20.71 -0.07 9.6 65.1 STExQual 10.41 -0.02 1.6 15.6 STGov 9.93 -0.01 1.6 13.9 US CoreEq1 55.04 -0.06 11.6 65.8 US CoreEq2 49.25 -0.01 11.9 64.5 US Micro 38.35 -0.33 NA NA US Small 60.92 -0.31 17.2 49.1 US SmCpVal 61.91 -0.02 20.9 56.1 US TgdVal 43.91 -0.03 19.7 54.3 USLCpGr 46.07 0.01 8.2 60.6
净值 (Net) 年初至今 (YTD) 3年 (3-Yr.) NAV 变动 %回报 %回报 USLgVa 66.47 1.10 19.0 62.0 USLgVaIII 42.71 0.71 19.1 62.5 USSmCpGr 33.49 -0.19 10.9 38.7 USSoCoreEq2 36.71 -0.25 11.6 67.8 USSustCoreI 56.15 -0.49 7.7 63.5 USVectorEq 34.64 -0.06 13.3 56.2 Dodge&Cox: Balancedn 13.84 -0.08 4.5 36.1 Dodge&Coxn 11.07 -0.10 0.1 18.3 GblStockn 17.22 -0.18 8.9 48.8 Incomen 12.51 -0.10 -0.5 14.7 IntlStkn 18.42 -0.06 11.9 64.2 Stockn 17.44 -0.10 6.9 46.2 DoubleLineFunds: CoreFxdIncmI 9.06 -0.07 -0.9 13.4 LowDurBdI 9.58 -0.02 1.2 16.7 ShillerEnhCAPEI 15.58 -0.21 0.0 31.8 TotRetBdI 8.64 -0.07 -0.8 13.5 TotRetBdNn 8.64 -0.06 -0.8 12.7
10100
EatonVanceClass A: TMG1.0n 3121.34 -28.36 6.9 67.1 TMG1.1 140.63 -1.28 6.7 65.8 EatonVanceClass I: AtlCpSMID 37.85 -0.05 2.7 15.6 FltgRt 7.89 -0.01 1.1 18.8 GblMacAbR 9.04 0.02 5.3 31.0 IncBos 5.16 NA NA NA NatlMuniInc 9.00 NA NA NA EdgewoodGrowthInstituti: EdgewoodGrInst 4.32 -0.07 -9.6 23.9
FAMValue: FAMValuen 106.39 0.02 7.1 37.9 FederatedHermes: FedHerMDTGro 43.45 -0.52 2.5 79.7 FederatedHermesA: StrValDivAp 7.10 NA NA NA FederatedHermesInt: InsHiYld 8.83 -0.06 1.1 23.8 MDTAllCIS 56.94 -0.22 7.9 81.8 MDTSmCIS 33.48 -0.44 17.9 67.8 TtlRtnBdI 9.30 -0.08 -0.6 12.3 FederatedHermesIS: KaufmnSCI 51.72 NA NA NA MDTMrkNIS 22.67 0.12 3.2 40.0 MidGrStI 64.07 -0.45 -1.6 54.3 StraValDivIS 7.16 NA NA NA UltraShortI 9.26 -0.02 1.9 17.6 FederatedHermesR: KaufmnR 6.03 -0.02 7.9 44.4 FederatedHermesR6: FedInstHYBondL 8.83 -0.06 1.1 23.8 GrStratF 54.41 -0.39 -1.6 54.4 TtlRtnBdL 9.29 -0.08 -0.6 12.3 Fidelity:
500IdxInstPremn 257.65 -1.54 9.0 69.4 BalancedK6 18.76 -0.14 9.1 54.7 ContrafundK6 35.94 -0.57 5.6 90.7 EmgMktIdxInstPren 15.98 -0.07 16.8 68.5 ExtMktIdxInstPren 114.14 -1.05 13.4 58.0 FidAdAsset 14.70 -0.07 3.7 23.7 FidFreeBlend 13.49 -0.08 7.0 42.5 FidFreeBlend 14.53 -0.08 8.0 48.4 FidFreeBlend 16.41 -0.09 11.1 62.4 FidFreeBlend 15.82 -0.08 9.9 57.5 FidFreeBlend 16.44 -0.08 11.2 62.6 FidSAI 9.43 -0.06 3.0 30.7 FidSAIEmerg 20.90 -0.08 24.1 95.4 FidSAIIntern 15.16 -0.19 7.8 33.5 FidSer5 7.43 -0.08 -0.5 5.9 FidSer0-5 9.88 -0.03 1.7 15.9 FIDSerEmgMkt 14.18 0.01 20.8 80.1 FidSerInt 8.37 -0.03 0.1 9.1 FidSerToMarket 24.26 -0.16 9.5 67.8 FIDSerTresIndxFd 9.95 0.00 2.0 14.8 FIDZroExtMktIxn 17.69 -0.14 16.9 54.2 FIDZroLgCpIxn 26.53 -0.16 8.7 70.3 Flex500Index 31.52 -0.19 8.7 68.7 FlexIntIdx 18.79 -0.04 12.2 62.1 FlexUSBdIdx 8.99 -0.08 -0.5 11.4 Freedom2060K 18.57 -0.09 11.3 64.7 GlexUSIdxInstPren 20.86 -0.04 11.8 61.2 GrowthCompanyK6 42.95 -0.59 16.1 118.5 InflPrBdIndInsPrn 9.03 -0.07 0.4 10.8 IntlIdxInstPremn 66.58 -0.01 9.5 55.4 IntlIndexn 16.53 -0.03 12.2 62.8 IntrTresBdIxPremn 9.55 -0.08 -1.1 9.9 LgCpGwIdInstPren 46.12 -0.70 -0.3 71.2 LgCpVlIdxIstPremn 24.62 0.03 18.9 61.7 LTTrsBdIdxInstPrn 8.88 -0.14 -2.2 -3.5 MidCapK6 19.56 0.11 16.4 52.6 MidCpGrwthIndxn 35.12 -0.24 0.1 41.0 MidCpInxInstPremn 42.19 -0.02 14.2 51.6 MidCpValIndexn 34.93 0.07 18.9 53.9 OTCK6Port 35.17 -0.71 17.9 104.2 PuritanK6 18.43 -0.05 7.7 51.1 RealEstIdxInstn 18.59 0.13 15.8 30.2 SAIIntlSmComplet 18.29 0.07 21.4 71.3 SAIUSLgCpIndxFd 29.68 -0.17 9.0 69.3 SeriesBondFd 8.89 -0.08 -0.5 11.4 SeriesOverseas 15.61 0.00 4.6 40.5 SerLTTreBdIdx 5.15 -0.08 -2.3 -3.3
21900
-8600
夏季低迷：资金流向变化不大，但应税债券基金除外，其流入量下降，使得过去一个月平均每周流入量减少了 25%，至 $7 billion。股票基金的流入量保持在每周 $9.4 billion 的水平。市政债券基金的平均每周流入量为 $1.2 billion。货币市场基金的每周流出量为 $10.6 billion。
股票基金 (Equity Funds)
应税债券基金 (Taxable Bond Funds)
-1700 5月 6月 7月
货币市场基金 (Money Market Funds)
-25000 5月 6月 7月
上述图表显示的是净资金流向的四周移动平均值，单位为百万美元。 巴伦周刊 • Lipper FMI 红色图表表示数值低于起始期。绿色表示高于起始期。
| 基金名称 | 净值变更 (NAV Chg.) | 年初至今收益率 (Net YTD %Ret.) | 3年收益率 (3-Yr. %Ret.) |
|---|---|---|---|
| smallcpvIndn | 35.78 | -0.63 | 14.9 52.3 |
| SmallCapValIndxn | 34.70 | -0.14 | 23.0 59.0 |
| SmCpIdxInstPremn | 36.71 | -0.40 | 18.9 55.8 |
| STBdIdxInstPremn | 9.97 | -0.04 | 0.2 14.0 |
| STTreIdxInstPren | 10.21 | -0.04 | 0.2 12.9 |
| TMktIdxInstPremn | 204.39 | -1.30 | 9.5 67.8 |
| TotalMarketIndexn | 25.90 | -0.16 | 9.6 68.3 |
| TtlIntIdxInstPrn | 19.26 | -0.04 | 11.2 59.6 |
| USBdIdxInstPremn | 10.29 | -0.08 | -0.5 11.5 |
| USSusIdxn | 32.74 | -0.38 | 7.4 68.5 |
| FidelityAdvisor: 9.81 | NA | NA | NS |
| FidAdBlncdFnd | 34.66 | -0.27 | 8.4 NS |
| FidAdBlncdFnd | 34.67 | -0.26 | 8.6 NS |
| FidAdBlncdFnd | 34.68 | -0.26 | 8.8 NS |
| FidAdBlncdFnd | 34.68 | -0.26 | 8.8 NS |
| SemiconductorsA | 171.29 | 2.02 | 53.9 237.2 |
| SrsAdvIntlCapApp | 37.44 | -0.07 | 4.3 43.9 |
| StragIncn | 12.09 | -0.07 | 2.2 23.5 |
| TotBdFdClZ | 9.41 | -0.07 | -0.2 14.2 |
| FidelityAdvisor A: EqGrAp/r | 23.98 | -0.18 | 7.0 71.6 |
| GrOppA | 225.18 | -2.42 | 7.8 97.3 |
| NwInsghtA | 49.10 | -0.53 | 7.0 92.3 |
| StrInA | 11.92 | -0.06 | 2.1 22.5 |
| FidelityAdvisor C: GrOppC | 175.19 | -1.90 | 7.3 93.0 |
FidelityAdvisor Fun: EqGrClZ 29.06 -0.21 7.2 73.5 InterDiscZ 62.43 0.38 10.0 59.6 IntlGrwZ 23.99 -0.08 5.9 37.6 SemiconductorsI 06 2.23 54.1239.8 FidelityAdvisor I: EqGrI 28.50 -0.21 7.1 72.9 FAEmgMktI 50.94 0.21 19.9 85.6 FAInvGrdI 7.13 -0.05 -0.4 12.1 FltRatel 8.99 -0.01 2.4 22.9 GrOppI 252.45 -2.70 7.9 98.8 IntlGr 23.99 -0.08 5.9 37.1 IntlSmCp 39.09 -0.15 5.4 39.0 MuniIncI 10.08 -0.11 -0.4 8.7 MuniIncome 12.12 -0.15 0.1 9.2 NwInsghtI 52.12 -0.56 7.2 93.8 StkSelSCp 51.25 -0.23 20.4 66.0 StrInI 12.09 -0.07 2.1 23.3 TotalBd 9.41 -0.07 -0.3 13.7 FidelityAdvisor M: EqGr 22.81 -0.17 6.8 70.4 GrOppM 219.55 -2.36 7.6 95.9 NwInsghtM 44.78 -0.48 6.9 90.9 FidelityAdvisor Z: AdvIntlSmCpZ 39.04 -0.15 5.5 39.5 AssetManager50% 23.14 -0.12 7.4 39.3 AssetMngr85 33.52 -0.17 11.6 59.0 AsstMngr70 32.94 -0.16 9.8 50.2 EmMktZ 50.85 0.21 19.9 86.2 FidAdvOTC 294.23 -4.58 10.3 NS FloatRateHighInc 9.00
0.00 2.6 23.3 GrOpp 256.96 -2.74 8.0 99.6 IntCpAp 37.56 -0.07 4.4 44.4 InvestGradeBd 7.13 -0.06 -0.4 12.6 StkSelAllCap 101.84 -0.83 14.2 73.7 StrgInc 12.10 -0.06 2.3 23.7 MagellanFund 15.10 -0.07 3.4 NS FidelityFreedom: 2060K6 18.58 -0.09 11.4 65.6
市政债券基金 (Municipal Bond Funds)
16000
660 5月 6月 7月
40600
24200
4200 5月 6月 7月
| 基金名称 | 净值变更 (NAV Chg.) | 年初至今收益率 (Net YTD %Ret.) | 3年收益率 (3-Yr. % Ret.) |
|---|---|---|---|
| FdFrmIdxFndII | 28.24 | -0.17 | 6.6 NS |
| FdFrmIdxFndII | 31.07 | -0.17 | 8.2 NS |
| FdFrmIdxFndII | 33.59 | -0.18 | 9.2 NS |
| FdFrmIdxFndII | 33.77 | -0.18 | 9.4 NS |
| FdFrmIdxFndII | 27.86 | -0.14 | 9.6 NS |
| FF2010n | 15.20 | -0.07 | 4.0 26.1 |
| FF2015n | 12.43 | -0.06 | 4.6 30.2 |
| FF2020n | 15.75 | -0.08 | 5.4 34.6 |
| FF2025 n | 15.42 | -0.09 | 6.2 38.8 |
| FF2030n | 20.34 | -0.12 | 6.9 42.9 |
| FF2035 n | 18.60 | -0.10 | 7.9 48.9 |
| FF2040n | 14.14 | -0.07 | 9.8 58.6 |
| FF2045n | 17.04 | -0.08 | 10.9 63.8 |
| FF2050n | 17.39 | -0.09 | 11.0 63.9 |
| FidFree2065 | 17.03 | -0.07 | 11.4 65.7 |
| Free2055n | 20.26 | -0.09 | 11.3 64.3 |
| Free2060InstPrem | 23.62 | -0.12 | 9.5 58.4 |
| Free2060Investor | 23.61 | -0.13 | 9.5 58.2 |
| Freedom2020K | 15.73 | -0.09 | 5.4 34.8 |
| Freedom2020K6 | 15.64 | -0.08 | 5.5 35.6 |
| Freedom2025K | 15.37 | -0.10 | 6.1 39.0 |
| Freedom2025K6 | 15.31 | -0.09 | 6.4 39.9 |
| Freedom2030K | 20.31 | -0.12 | 7.0 43.2 |
| Freedom2030K6 | 20.21 | -0.11 | 7.1 44.1 |
| Freedom2035K | 18.55 | -0.10 | 7.9 49.3 |
| Freedom2035K6 | 18.48 | -0.10 | 8.1 50.2 |
| Freedom2040K |
SAISm-MidCap500I 5.75 0.03 28.3 67.9 SAIUSMinVolIndFd 24.55 0.16 7.7 46.4 SAIUSQtyIdx 25.88 -0.27 8.1 68.3 SmCapDiscn 26.24 -0.08 15.6 39.7 SmlCapOn 19.75 -0.09 21.8 71.0 SmlCpGrthn 42.00 -0.56 20.1 69.3 SmlCpGrthK6 23.25 -0.31 20.3 70.9 SmlCpGrthZ 42.53 -0.56 20.2 69.7 SmlCpValn 25.47 0.00 27.3 58.8 Srs1000ValIndRet 21.68 0.02 19.0 61.9 SrsBlChGroRetailn 25.51 -0.39 11.0 104.5 SrsEmrgMkt 29.77 -0.09 20.8 82.6 SrsGlobal 20.45 -0.04 11.7 61.1 SrsIntlGrw 20.33 -0.07 6.4 40.9 SrsGroCoRetail 31.59 -0.43 15.9 116.8 SrsIntlSmCp 18.75 -0.06 4.8 49.3 SrsIntlVal 17.03 0.08 9.2 81.1 SrsSmCapDiscRet 12.58 -0.04 15.7 41.2 STBFn 8.40 -0.02 0.7 14.9 StkSelSmCpn 50.98 -0.23 20.4 66.1 StkSlcACapn 102.55 -0.83 14.2 73.3 StratDivIncn 19.92 0.12 14.2 48.1 TaxFrBn 10.90 -0.13 0.3 10.1 TotalBond n 9.42 -0.08 -0.3 13.8 TotalBond K6 8.70 -0.07 -0.1 13.9 Trend n 213.58 -1.51 9.0 95.8 Valuen 17.15 0.09 24.5 64.0 ValueDiscn 44.61 -0.04 15.3 48.0 Wrldwn 41.95 -0.20 15.6 80.1 FidelitySAI:
EnhncdMncplIncFd 9.97 -0.12 0.4 NS EnhncdCrBndFd 9.83 -0.09 -0.4 NS RlEstIncFnd 9.98 -0.04 NS NS FidSaiCndInxFnd 15.70 -0.10 10.3 NS FidSaiInfltnFnd 9.98 -0.07 0.5 NS FidSaiLowIdxFnd 11.98 0.03 5.0 NS FidSaiRlEsttFnd 11.03 0.07 18.0 NS FidSaiTrsIdxFnd 9.63 -0.08 -1.1 NS FidSAICnsrvInc 10.04 -0.01 1.4 NS FidSAIEmgMktIndx 20.50 -0.09 16.3 67.5 FidSAIIntlIndxFd 19.12 0.00 9.5 55.1 IntlValIdx 14.52 0.04 15.3 78.5 LowDurationInc 10.01 -0.01 1.8 15.8 MuniInc 9.76 -0.12 0.3 9.7 SAIEmgMktLoVolIx 12.93 0.16 12.1 38.8 SAIInflaFocFd 127.57 4.29 46.6 54.6 TotalBd 8.92 -0.07 -0.2 14.5 TxFreeBd 9.95 -0.12 0.4 10.1 U.S.TreBdIdx 8.65 -0.07 -0.6 8.7 USMomentumIdx 23.50 0.22 23.5 113.5 USValueIndex 15.79 0.14 17.4 74.2 FidelitySelects: Biotechn 28.42 -0.26 17.9 85.6 Compn 206.06 2.54 62.5200.3 DfAeron 29.36 1.10 13.8 116.5 Energyn 86.43 3.08 40.8 61.8 Goldn 51.83 3.21 -9.2 144.1 Healthn 27.76 -0.13 10.1 33.2 MdTchDevisn 47.44 -0.29 -9.5 -1.4 Multimedian 134.71 -6.80 3.5 107.6 Pharmn 34.34 0.12 13.9 72.0 Retailn 17.07 -0.49 1.6 41.7 Semiconductorsrn 60.98 0.72 53.7 232.5 Softwrn 19.57 -0.92 -14.8 11.3 Techn 52.53 -0.12 31.1 132.0 UtilGrn 138.79 3.21 8.0 56.2 FidelitySeries:
巴伦周刊 2026年7月27日
J
L
O
R
S
U
BARRONS.COM/DATA 共同基金 数据由 LIPPER 提供
I
M
T
V
净资产值 年初至今 3年 NAV 变动 % 回报 % 回报 Net YTD 3-Yr. NAV Chg. % Ret. % Ret.
加拿大 (Canada) 21.67 -0.13 9.7 60.8 FASeriesEqGroFd 17.19 -0.13 7.4 76.8 IntMuniZ 10.09 -0.10 -0.3 9.2 FidelityStrategicA: StratAdTaxSns 10.02 NA NA NA StratAdEmrMrt 17.07 NA NA NA FidelityAdviAsset: ADVAssetMan60 18.47 -0.10 8.4 44.3 FirstEagleFunds: GlbA 84.81 -0.40 5.4 57.5 OverseasA 32.87 0.07 8.2 60.9 FPA Funds: FPAFlexIncFnd 10.14 -0.07 0.0 18.4 FPANwInc 9.86 -0.07 0.2 17.9 FPACresInst 45.28 -0.42 5.5 48.5 FPACresentFnd 45.36 -0.42 5.6 48.8 FranklinA1: CATFA1 6.68 -0.08 0.8 9.5 FedTF A1 10.65 -0.13 1.0 10.8 HYTFA1 8.82 -0.10 1.9 15.7 IncomeA1 2.54 -0.01 4.8 29.6 Utils A1 26.45 0.53 11.7 55.7 FranklinTempleton: TgtModA 17.01 NA NA NA FrankTemp/FrankAdv: CATFAdv 6.67 -0.08 1.0 9.8 CvtScAdv 25.88 -0.11 9.6 49.5 DynatAdv 200.88 -4.73 2.2 70.9 GrowthAdv 141.88 -1.38 4.2 50.7 IncomeAdv 2.52 0.00 5.4 30.9 RisDv Adv 96.37 0.22 7.3 36.1 Utils Adv 26.79 0.53 11.8 56.4 FrankTemp/FranklinA: BALA 13.53 -0.01 6.5 26.9 DynaTechA 190.03 -4.49 2.0 69.6 EqInA 37.02 0.27 12.4 56.5 FoundFAlA 18.02 NA NA NA GoldPrMA 40.69 1.64 -11.8 201.5 GrOpA 45.93 -0.56 4.7 54.8 GrowthA 140.04 -1.37 4.0 49.6 RisDv A 96.52 0.27 7.2 35.1 SmMCpGrA 38.99 -0.31 4.8 29.6 StrIncA 8.20 -0.07 -0.3 14.9 TtlRtnA 8.17 NA NA NA FrankTemp/FranklinC: IncomeC 2.60 0.00 4.8 28.1 FrankTemp/FranklinR: FrkDynTchR6 204.69 -4.82 2.2 71.3 FrkGrthR6 141.73 -1.37 4.2 51.0 FrkIncR6 2.53 -0.01 4.9 30.4 FrkRisDivR6 96.34 0.20 7.4 36.4 FrankTemp/MutualA&B: SharesA 27.26 -0.07 7.2 38.2 FrankTemp/TempA: FrgnA 10.38 -0.09 9.6 40.5 GrowthA 28.97 0.17 2.6 40.3 WorldA 18.33 -0.05 3.2 60.5 FrostFamilyofFund: FrTRInst 9.46 -0.06 0.5 18.6
G
H
净资产值 年初至今 3年 NAV 变动 % 回报 % 回报
Net YTD 3-Yr. NAV Chg. %Ret. % Ret.
净资产值 年初至今 3年 NAV 变动 % 回报 % 回报
Net YTD 3-Yr. NAV Chg. % Ret. % Ret.
GEElfun/S&S: Trustsn 98.55 -0.24 5.1 70.1 GlobalGrowthFund :
GlobalGrowthFund35.69 -0.16 8.9 90.3 GMOTrust Class III: Quality 35.48 -0.36 4.2 56.5 GMOTrust Class VI: Quality 35.48 -0.36 4.3 57.0 高盛集团 (GoldmanSachsInst): EmgMktEq 36.73 NA NA NA HYMuni 8.97 NA NA NA Int 20.16 NA NA NA Muni 15.08 NA NA NA GuggenheimFundsTru: MacOppFdClInstl 24.41 NA NA NA TotRtnBdFdClInst 23.37 NA NA NA GuideStoneFunds: EqindxGS2 72.71 NA NA NA EqIndxGS4n 72.65 NA NA NA MedDurGS2 12.53 NA NA NA
HarborFunds: CapApInst 119.62 NA NA NA IntlInst 59.14 0.17 7.8 48.2 SmCpValInst 55.43 0.35 29.8 53.2 HardingLoevner: IntlEq 30.59 -0.05 12.6 49.8 HartfordFunds A: BalIncA 14.89 -0.06 4.1 26.4 CapAppA 46.61 -0.42 6.0 46.9 DiscpEqA 57.43 -0.31 6.5 61.0 DivGthA 38.15 0.05 11.2 52.0 EqInc 21.97 0.02 9.6 40.2 GrOppty 64.81 -1.09 2.6 77.4 MidCapA 20.14 -0.23 2.3 10.9 HartfordFunds I: BalIncI 14.90 -0.06 4.3 27.4 DivGthI 37.84 0.06 11.3 53.1 EmrgMktEqInv 27.44 0.00 19.6 78.9 InterValue 27.45 0.06 13.8 78.1 IntlAlphaInv 23.02 -0.19 6.5 48.3
StrInc 7.85 -0.06 0.8 25.4 Hartford FundsY: IntlValY 28.25 0.06 13.8 78.1 Hartford HLS Fds IA: CapApp 56.21 -0.56 5.6 52.0 DiscEqui 24.70 -0.13 6.5 60.9 Div&Grwth 25.48 0.04 11.4 54.1
Invesco Fds Investor (景别投资者): DivrsDiv n 19.68 0.14 8.4 45.4 Invesco Funds A (Invesco A类基金): 500InxA 78.02 -0.47 8.7 66.7 ActiveAllA 16.21 -0.11 8.8 42.2 CapApprAp 89.00 -0.68 4.7 70.3 Chart 22.42 -0.04 5.0 57.2 CmstA 34.26 0.08 12.2 57.1 DevMktA 39.64 -0.18 13.2 39.2 DiscFdAp 123.80 -0.35 25.2 84.0 DisMdCpGrA 31.93 0.28 18.7 57.0 DivIncmp 28.55 0.28 9.4 43.8 DivrsDiv p 19.69 0.14 8.3 45.0 EqIncA 11.66 -0.02 7.0 40.2 EqWtdAp 80.78 0.06 12.2 43.8 GrIncA 24.73 0.03 9.4 53.3 HYMuA 8.20 -0.10 1.9 11.5 InvescoFdp 52.60 2.49 -10.9 126.9 InvGloblFdA 87.75 -1.73 1.4 45.6 MnStFndA 66.24 -0.33 5.9 57.2 MnStSmCpAp 31.98 0.21 11.3 44.2 ModInvA 12.95 -0.08 7.6 35.9 MunInA 11.58 -0.14 1.4 8.6 RchHiYldMuniA 6.52 -0.07 2.0 10.9 RisingDivA 28.30 -0.01 6.6 52.1 RoMu Ap 14.17 -0.22 0.9 5.8 SmCpValAt 31.69 0.27 25.2100.2 SPIncomeA 7.06 0.09 24.1 81.2 Tech p 72.02 -0.81 23.7 118.0 Invesco Funds P (Invesco P类基金): SummitP p 29.33 -0.25 2.0 61.2 Invesco Funds Y (Invesco Y类基金): DevMktY 38.63 -0.17 13.3 40.3 DiscovY 160.20 -0.44 25.3 85.2 EqWtdY 82.59 0.06 12.4 44.9 IncomeY 7.75 0.10 24.2 82.4 IvyFunds (Ivy基金): CoreEqAt 18.72 0.00 9.4 68.3 LgCpGwthAp 35.84 -0.57 -1.8 41.2 LgCpGwthlr 40.01 -0.63 -1.6 42.3 ScTechAp 75.70 -0.11 30.8 155.1 ScTechI r 109.57 -0.15 31.0 157.1
Janus Henderson: BalancedC 48.16 -0.16 2.1 38.0 BalancedTn 49.05 -0.15 2.6 41.3 Enterprise Tn 149.24 -1.23 7.1 35.2 GlbResch Tnr 130.48 0.16 7.6 70.2 GlTech Tnr 83.81 NA NA NA Grw&IncTn 78.48 NA NA NA Resh T n 90.60 -0.72 1.2 76.0 JHFIIIDispVal: DispVal 30.86 0.23 18.0 68.0 DispValI 29.21 0.22 18.2 69.3 DispValMCI 31.21 0.28 13.6 46.6 DispValMdCp 29.23 0.26 13.4 45.5 DispValMdCpR6 31.22 0.29 13.7 47.1 DispValR6 29.32 0.22 18.2 69.8 JHITFunLgCpCorFd: FunLgCpCorA 65.25 NA NA NA John Hancock: 500Index1 75.74 -0.46 8.8 67.8 BondI 13.30 -0.13 -0.4 13.4 BondR6 13.33 -0.12 -0.3 13.8 IntlGrwI 38.52 NA NA NA John Hancock Class 1 (John Hancock 1类): BlueChipGrw 63.42 -1.25 -3.2 69.7 LSAggr 16.26 -0.06 10.3 53.3 LSBalncd 14.45 -0.06 6.7 37.9 LSGwth 15.56 -0.06 8.8 46.8 John Hancock FundsA (John Hancock A类基金): BalA 31.68 NA NA NA BondA p 13.30 -0.12 -0.6 12.4 LifeBal 14.61 -0.07 6.6 36.4 LifeGrw 15.66 -0.06 8.6 45.3 JPMorgan AClass (摩根大通 A类): CoreBond 10.16 -0.08 -0.7 11.4 CorePlusBdp 7.14 -0.05 -0.1 13.8 EqIncp 27.73 0.07 15.6 50.2 GroInc p 95.57 0.31 14.7 52.1 GwthAdvp 38.45 -0.36 -0.9 61.7 InvBalp 17.11 -0.09 3.8 33.9 InvCon p 13.17 -0.08 2.3 25.1 InvG&I p 21.99 -0.12 4.9 40.3 InvGrwtp 30.22 -0.16 6.3 49.0 LgCpGwth p 78.28 -0.51 -0.8 62.1 USEquity 27.47 -0.27 2.7 53.1 JPMorgan IClass (摩根大通 I类): CoreBond 10.16 -0.07 -0.5 12.3 CorePlusBd 7.14 -0.05 0.1 15.0 EmMktEq I 50.55 0.25 21.4 74.5 EqInc 28.44 0.08 15.8 51.3 EqIndx 111.09 -0.68 8.9 68.4 GrAdv r 41.52 -0.39 -0.7 62.9 IntlVal 23.28 0.23 13.8 94.8
LgCapVal 22.80 -0.22 8.9 49.2 LgCpGwth 81.25 -0.52 -0.7 63.4 MdCpGrw 50.58 -0.24 2.0 33.4 ShtDurBnd 10.81 -0.02 0.9 15.8 USEquity 27.61 -0.27 2.9 54.3 USLgCpCorPls 24.85 -0.11 5.6 67.8 USRechEnhEq 51.29 -0.19 7.2 65.1 ValAdv 41.18 0.08 12.7 49.8 JPMorganL Class (摩根大通 L类): Fl EmMktEqL 50.94 0.25 21.5 75.0 MdCpValL 35.89 0.09 12.5 39.8 JPMorganR Class (摩根大通 R类): CoreBond 10.17 -0.08 -0.5 12.8 CorePlusBd 7.15 -0.05 0.2 15.3 HighYld r 6.51 -0.02 2.0 27.5 ShtDurBnd 10.81 -0.02 0.9 16.0 USRechEnhEq 51.20 -0.19 7.3 65.6 JPMorgPrm: USEquity L 27.69 -0.27 2.9 54.9
Laudus Funds: USLgCpGrnr 25.85 -0.44 0.1 63.3 Lazard Instl: EmgMktEq 30.51 0.13 23.0 98.8 GlbLstInfr 19.18 -0.06 7.9 45.9 Legg MasonI: IntlGrTrI 74.55 -0.56 0.6 34.8 Loomis Sayles Fds: LSBondI 11.83 -0.10 -0.8 20.7 Lord Abbett A: Affiltd p 22.61 0.17 13.5 62.4 BdDeb p 7.07 NA NA NA CalibrDivGr 26.83 0.00 7.8 60.1 HYMuniBd p 10.60 -0.11 2.4 13.3 IntrTxFr 10.14 -0.11 0.2 10.0 MultiAstBalOppty 14.03 -0.02 4.9 42.4 ShtDurIncmA p 3.82 -0.01 0.9 16.1 TaxFr p 10.21 -0.12 1.2 9.4 Lord Abbett I: BdDebentr 7.03 NA NA NA FloatRt 8.01 NA NA NA HiYld 6.24 NA NA NA ShtDurInc p 3.82 -0.01 1.0 16.8
MainStay Fds A: HiYldBdA 5.13 -0.03 1.3 20.9 LgCpGrA p 8.82 -0.11 0.3 66.9 MainStayFds I: S&P500IdxA 78.88 -0.49 8.7 66.8 Mairs&Power: MairsPwrGrn 194.16 -2.13 8.6 49.6 MassMutual Select: MCGrEqIII 17.28 NA NA NA Metropolitan West: TotRetBd n 8.95 -0.07 -0.7 11.3 TotRetBdI 8.94 -0.08 -0.7 11.9 TRBdPlan 8.39 -0.07 -0.6 12.2 UnconstrBdI 10.31 -0.04 1.4 21.0 MFS Funds: IIE 42.40 -0.13 4.5 38.7 MFS Funds ClassA: AgGrAIA 34.31 0.05 8.4 44.0 CoEqyA 53.36 -0.26 6.8 52.2 GrowthA 175.63 -1.66 0.6 60.3 IntlVA 45.99 0.29 5.5 54.7 MCapA 25.74 -0.08 1.9 27.2 MCapValA 34.36 0.14 14.3 41.6 MIGA 40.12 -0.35 -3.4 29.6 MITA 38.29 0.01 7.7 52.8 MuHiA 7.39 -0.08 1.9 15.9 MuInA 8.08 -0.10 0.9 10.9 ResBdA 9.41 -0.08 -0.3 13.2 RschA 59.33 -0.11 5.7 49.8 TotRA 20.03 0.01 5.4 30.3 UtilA 27.28 0.53 11.2 36.7 ValueA 54.57 0.42 10.2 43.1 MFS Funds ClassI: GrowthI 198.00 -1.86 0.7 61.5 MCapI 28.50 -0.08 2.0 28.2 MCapValI 35.70 0.15 14.5 42.7 ResBdI 9.41 -0.07 -0.3 13.7 RschI 62.12 -0.11 5.8 51.0 ValueI 55.04 0.42 10.3 44.2 MorganStanleyInst: CapGrPp 55.29 -2.88 -11.4 75.0 MorganStanleyPathway: CoreFxIcmn 6.67 -0.05 -0.6 10.8 MunderFunds:
MndrIntlSmCpInvr 21.54 0.08 8.4 64.2 Mutual Series: BeacnZ 19.67 0.07 5.8 48.4 GlbDiscA 32.32 0.02 4.5 41.2 GlbDiscz 33.59 0.03 4.7 42.3 QuestZ 17.26 0.09 7.9 46.8 SharesZ 27.80 -0.07 7.4 39.2
净值 年初至今 3年 NAV 变动 % 回报 %回报 NeubergerBerman Fds: GenesInst 60.12 -0.69 11.7 17.8 LCValInst 61.13 0.37 20.2 57.0 LgShInst 20.23 -0.16 0.7 21.2 StrIncInst 9.91 -0.09 0.0 21.4 SustainableEqIns 62.41 -0.70 11.6 82.0 NeubergerBerman Inv: Guardn 30.40 -0.44 2.4 57.1 LCValn 61.10 0.36 20.1 56.3 NeubergerBerman Tr: GenesisFdR6 60.07 -0.69 11.8 18.2 NicholasGroup: Nichn 91.41 -1.10 2.7 35.7 NorthernFunds: BdIdxn 9.07 -0.08 -0.7 11.2 EmMktsEqIdxnr 16.97 -0.04 17.0 68.8 HiYFxIncn 6.01 -0.04 1.7 27.2 IntlEqIdxnr 19.26 0.01 9.6 55.2 MidCpIdxn 23.99 0.06 15.3 45.9 SmCapIdxn 18.38 -0.20 18.8 55.3 StkIdxn 73.82 -0.45 9.0 69.1 NuveenClA: AAMunBdp 9.76 -0.11 0.4 8.4 HiYldMuBdp 14.16 -0.20 2.2 10.5 NuveenClI: HYMunBd 14.17 -0.19 2.3 11.2 NuveenClR: IntDMunBd 8.73 NA NA NA LmtTrmR 10.82 -0.08 0.2 8.8
OakmarkFundsInvest: EqtyIncnr 39.39 -0.40 2.0 29.0 Oakmarkn 177.63 -0.27 3.2 45.6 OakmrkIntn 33.16 -0.35 2.0 26.2 Selectn 95.35 -1.08 4.5 48.2 OberweisFundsInstl: Oberweis 38.19 -0.28 27.5 67.6 OldWestburyFds: AlCpCoren 27.16 NA NA NA CreditIncomeFdn 7.83 NA NA NA FixIncpn 9.99 NA NA NA LrgCpStrn 22.04 NA NA NA MuniBdpn 11.35 NA NA NA Sm&MdCapStrategin 19.04 NA NA NA OptimumFunds Inst: FixedInc 8.22 NA NA NA LgCpGrwth 25.37 -0.42 2.0 68.4 LgCpVal 22.07 0.18 11.9 49.9 OsterweisStratIncome:
OsterweisStrIncn 11.18 -0.03 2.4 22.9
P Q
ParnassusFds: ParnEqFd n 59.76 -0.64 6.9 48.5 PermPortFunds: Permanentn 76.48 0.27 2.2 64.6 PGIMFundsClA: JennGrowth 61.66 NA NA NA JennUtility 16.15 NA NA NA TotalReturnBondp 11.85 NA NA NA PGIMFundsClZ: HighYield 4.75 NA NA NA JennGrowth 73.57 NA NA NA TotalReturnBond 11.81 NA NA NA PIMCOFdsInstl: AllAsset 12.17 NA NA NA CommodtyRR 16.82 NA NA NA DivInc 9.85 NA NA NA EmMktsBd 8.93 NA NA NA GlblBdOppUSH 9.50 NA NA NA HiYld 7.94 NA NA NA HiYldMuniBd 8.30 NA NA NA IntlBdUSH 9.64 NA NA NA InvGrdCrBd 8.87 NA NA NA LgTrmCrdtBd 8.46 NA NA NA LngDurTotRtrn 6.89 -0.13 -2.3 7.0 LowDur 9.18 NA NA NA LowDurIncr 8.18 NA NA NA ModDur 9.22 -0.07 -0.6 16.2 MortgOppBd 9.16 NA NA NA MuniBd 9.28 -0.11 0.7 12.1 RealRtnI 10.05 NA NA NA ShortT 9.70 NA NA NA StcksPLUSIntlHdgr 10.23 NA NA NA StksPLS 13.41 NA NA NA TotRt 8.59 NA NA NA TrndsMgdFutStrgy 11.12 NA NA NA PIMCOFundsA: IncomeFd 10.66 NA NA NA LowDurInc 8.18 NA NA NA TotRetA 8.59 NA NA NA PIMCOFundsC: IncomeFd 10.66 NA NA NA PIMCOFundsI2:
ComPLUSStrtgyFd 8.48 NA NA NA HiYldMuniBd 8.30 NA NA NA Income 10.66 NA NA NA IntlBdUSH 9.64 NA NA NA InvstGrCrBd 8.87 NA NA NA LowDurInc 8.18 NA NA NA MuniBd 9.28 -0.11 0.7 11.8 ShtTm 9.70 NA NA NA TotRt 8.59 NA NA NA
净值 年初至今 3年 NAV 变动 % 回报 %回报 PIMCOFundsInstl:
ComPLUSStrtgyFd 8.66 NA NA NA DynamicBd 10.09 NA NA NA IncomeFd 10.66 NA NA NA InflRespMulAsset 9.22 NA NA NA Pioneer FundsA: CoreEqA 27.15 0.07 11.4 52.8 DiscGrA 22.52 -0.48 6.1 61.6 PioFdA 47.46 -0.27 8.0 78.4 SelMCGrA 56.68 -0.34 16.8 81.1 Pioneer FundsY: BondY 8.22 -0.07 -0.3 16.0 PionFdY 48.83 -0.27 8.2 79.9 StratIncY pp 9.60 -0.09 0.0 20.8 PriceFunds: 2050RetFdn 23.79 -0.02 9.9 56.0 Balnancedn 29.60 -0.11 5.4 43.3 BlChip n 203.25 -3.92 -3.4 69.8 Communica&Techn123.90 -3.30 -5.8 53.4 DivGron 89.98 0.53 10.8 49.9 DvsfMCGr n 47.28 -0.21 1.2 43.2 EqIncn 44.73 0.15 16.6 54.1 EqIndexn 192.41 -1.17 8.9 68.4 GlbStk n 80.01 -0.61 15.1 72.9 GlbTech n 33.46 -0.15 26.0 132.0 Growthn 106.27 -1.52 -1.2 59.4 HelSci n 90.29 0.24 8.1 32.0 InstFLRfdr 9.25 -0.01 1.9 24.6 InstHiYld 7.79 -0.05 1.5 25.7 LgCapGow I 84.62 -0.88 -0.4 68.9 InstLCCoreGr 68.87 -1.32 -3.2 70.9 LgCpVal 27.58 0.13 20.4 55.8
InstSmCap 27.85 -0.14 14.2 45.1 IntDis n 80.50 -0.26 7.1 44.2 IntlStkn 22.55 -0.16 7.0 35.0 IntlValEq n 26.79 0.14 12.7 81.6 MCapVal n 38.63 0.11 20.1 55.7 MCEqGr 52.64 -0.40 1.6 20.6 MidCap n 98.52 -0.75 1.3 19.6 NAmer n 78.28 -0.25 -0.9 53.3 NHorizn 57.37 -0.80 10.9 21.2 OverS SFnr 17.70 0.02 9.3 52.2 QMUSSmCpGrEqn 51.51 -0.27 15.4 50.6 R2015n 14.01 -0.04 5.0 33.3 R2020n 20.80 -0.06 5.4 34.5 R2025n 18.64 -0.05 5.7 36.3 R2030 n 29.57 -0.08 6.6 40.7 R2035 n 25.21 -0.05 7.8 46.3 R2040n 37.44 -0.05 8.8 51.1 Ret2045 n 27.87 -0.02 9.6 54.8 Ret2055 n 25.04 -0.01 10.1 56.5 SciTec n 68.70 -1.15 19.2 119.9 SmCap n 61.66 -0.50 20.3 48.9 SmCapStkn 64.97 -0.35 14.1 44.9 SpecGrn 27.32 -0.10 7.6 51.0 TotIndexn 77.99 -0.46 9.6 67.8 U.S.EqReschn 73.22 -0.56 8.9 70.7 USLrgCpCore n 47.29 0.10 9.6 63.2 Valuen 56.43 0.56 18.0 59.2 PRIMECAP OdysseyFds: AggGrowthrnr 59.80 -0.09 19.5 82.5 Growthrnr 44.89
-0.12 22.3 98.3 Stock rnr 39.58 0.06 19.3 79.3 Principal Investors: CapApprAp 88.96 -0.90 7.9 63.5 InfProIN 7.70 -0.05 0.4 9.9 LgIndxI 35.26 -0.21 8.9 68.7 LgIndxJtn 34.68 -0.21 8.8 67.9 LT2030In 14.93 -0.05 4.5 34.5 LT2040I 17.66 -0.05 6.0 42.9 LT2050I 19.43 -0.02 7.4 49.8 MidCpBldA 38.45 -0.64 -5.6 22.2 PreSecI 9.20 -0.07 1.0 25.9 PtrLVIn 19.57 0.00 12.9 47.0 RealEstSecI 32.91 0.51 19.9 32.1 SAMBalAp 17.57 -0.04 6.9 42.5 SAMGrAp 21.09 -0.04 8.8 50.9 PutnamFunds: GrOpp R6 82.84 -1.25 0.0 67.0 PutnamFundsClass A: DynAABalA 17.76 -0.13 5.8 49.1 DynAAGthA 23.29 -0.08 8.2 61.8 PutLargCapp 44.31 0.27 13.4 69.4 GeorgePutBal 28.50 -0.26 6.5 49.7 GrOpp pp 75.00 -1.13 -0.2 65.4 StDurInc 10.10 -0.01 1.9 16.0 SustainLdrsFdp 125.47 -0.76 2.8 50.9 PutnamFundsClass Y: GrOpp Y 81.55 -1.23 0.0 66.6 PutLargCap 44.31 0.23 13.5 70.6 SmCapGr 99.73 -0.06 17.3 65.9 StDurInc 10.11 -0.01 1.9 16.4
Royce Funds: PAMutI nr 11.03 -0.04 19.4 48.5 Russell FundsS: GblEq 12.13 -0.06 8.7 60.0 StratBd 8.96 -0.07 -0.7 10.9 TaxExBd 21.63 -0.20 0.5 9.5 TMUSMdSmCp 50.56 -0.29 16.5 37.6 TxMngUSLgCp 103.91 -0.47 8.0 57.2 Rydex DynamicFds: NasdaqStratHp 781.54-27.62 17.5 146.8 Rydex InvestorClass: NasdaqInvn 105.95 NA NA NA
SchwabFunds: 1000 Invnr 15.89 -0.10 9.2 68.5 FunIntlLgInstnr 16.27 0.03 17.1 75.6 FunUSLgInstnr 37.44 0.09 16.7 68.3 InflProSeln 10.16 -0.07 0.5 10.8 IntISelnr 31.44 -0.01 9.5 54.5 S&PSel n 19.11 -0.11 9.0 69.3 SmCp Selnr 47.31 -0.52 18.8 55.6 TSMSelnr 17.94 -0.11 9.5 67.6 USSmCoIdxnr 22.42 -0.19 18.9 47.3 SEI Portfolios: CoreFxInF 9.40 -0.08 -0.9 10.3 IntlEmgF 16.58 -0.02 17.4 67.5 IntlEqF 14.37 0.02 11.0 65.9 TaxMgdLCF 43.80 -0.19 7.8 50.6 SelectedFunds: AmShDn 44.46 -0.31 11.8 81.7 SmeadFds: SmeadValueInstl98.88 0.49 21.1 44.6 SSgAFunds: SP500n 302.81 -1.83 8.9 68.6 StrategicAdviser: StratAdFidEmr 18.26 0.00 20.2 78.3 StratAdMunBond 8.73 NA NA NA StratAdShrtDur 9.88 NA NA NA StratAdFidUS 21.27 -0.12 12.2 73.8 StratAdIntlFnd 14.88 NA NA NA StratAdCorInFnd 9.02 NA NA NA StratAdInOpFnd 8.88 NA NA NA StratAdvFidIntl 16.18 0.02 9.5 57.2 StratAdAltFund10.40 NA NA NA StratAdFidCoreS 9.05 -0.08 0.0 13.6
TCW Funds: EmMktIncn 7.01 -0.05 3.9 36.0 ThompsonIM: Bondn 10.50 -0.04 0.9 27.5 ThornburgFds: IncBuildAt 38.04 0.39 17.5 91.4 IntValI 37.35 0.21 10.7 69.2 LtdTIncI 13.08 -0.04 0.7 16.8 LtdTMuI 13.42 -0.09 0.4 9.8 Thrivent FundsA: LgCpStk 31.38 -0.08 9.2 58.2 Thrivent FundsS: LgCpValn 37.36 0.24 14.1 59.7 MidCapStk n 39.54 -0.07 17.1 35.2 TIAA-CREF/InstlCl: CoreBondInst 9.04 -0.07 -0.1 13.7 CorePlsBd 9.06 -0.08 0.1 14.8 TIAA-CREF/Retail Cl: EqIdx 52.20 -0.35 9.1 65.8 Gro&Inc 29.73 -0.16 4.9 62.4 LrgCpGro 28.89 -0.34 0.2 62.3 TIAA/CREF Funds: BdIdxInst 9.53 -0.08 -0.5 11.5 EqIdxInst 51.23 -0.34 9.3 67.2 Gr&IncInst 15.75 -0.09 5.1 63.7 IntlEqIdxInst 30.49 -0.01 9.5 54.8 IntlEqIdxRet 31.29 -0.01 9.3 53.6 IntlEqInst 16.85 0.06 7.1 51.7 LC2040Inst 12.59 -0.05 6.2 45.8 LCIdx2020Inst 20.90 NA NA NA LCIdx2025Inst 24.22 NA NA NA LCIdx2035Inst 32.24 NA NA NA LCIdx2040Inst 36.17 NA NA NA LCIdx2045Inst 39.08 NA NA NA LrgCpGrIdxInst 75.92 -1.14 -0.1 71.4 LrgCpGrIdxRet 76.53 -1.15 -0.2 70.1 LrgCpGrInst 29.22 -0.34 0.4 63.7 LrgCpVl IdxInst 33.29 0.04 19.0 61.6 LrgCpVl Inst 27.76 0.04 16.4 63.3 QuantSmCpEqInst 23.51 -0.41 19.8 69.3 RealSecInst 20.83 0.29 19.3 33.5 S&P500IdxInst 80.38 -0.48 9.0 69.1 S&P500IdxRet 79.61 -0.48 8.8 67.9 SmCpBlIdxInst 30.71 -0.33 18.8 55.5 SocChEqInst 31.49 -0.22 10.7 61.6 TortoiseCapital: TorMLPPipInsCl33 0.24 28.9 102.7 Touchstone Funds Gro: MdCpY 58.22 -0.05 2.7 24.9 Touchstone Strategic: LagCapFocAp 84.19 -1.67 2.6 50.4 Trust forProfessionalMa: PrfTrtStrtBdIns19.40 -0.17 0.0 15.0 TweedyBrowneFds: GblValue n 31.73 0.17 12.6 45.9
UM Funds: BehavVal 90.27 -0.46 15.3 37.0
净值 YTD 3年 净值 变动 % 回报 % 回报 ValUltra 18.23 -0.15 5.8 75.6 VANGUARDADMIRAL: 400MCpIdxInst27 1.22 15.3 46.0 500Admln 684.29 -4.12 9.0 69.2 BalAdmln 53.62 -0.36 5.5 43.8 CAITAdml n 11.35 -0.12 0.0 10.0 CALTAdmln 11.32 -0.14 0.6 10.6 CapOpAdmlnr 259.94 0.25 19.9 85.4 DivAppIdxAdmn 64.77 0.30 9.5 51.1 EMAdmrn 47.84 -0.20 7.3 50.6 EnergyAdnr 84.06 2.76 35.3 54.2 EqIncAdml n 102.30 0.74 11.4 54.5 EuropeAdmln 110.59 -0.29 7.8 54.2 ExplrAdmln 122.61 -0.54 14.9 42.6 ExtndAdml n 179.06 -1.66 13.5 58.1 GNMAAdml n 9.30 -0.07 0.3 12.8 GroIncAdml n 117.34 -0.81 7.5 71.1 GrwthAdmln 257.88 -5.58 2.9 76.6 HltClxAd nr 152.64 0.97 6.8 27.9 HlthCareAdmlnr 86.22 0.27 4.1 22.1 HYCORAdmlnr 5.43 -0.04 1.0 24.7 InfProAdn 22.66 -0.16 0.3 10.6 InfTechIdxn 463.99 0.47 20.5 105.6 IntlGrAdmln 117.46 -1.56 3.0 33.3 ITBondAdmln 10.21 -0.09 -1.0 13.0 ITCorpIxn 21.91 -0.20 -0.8 17.6 ITIGradeAdmln 8.61 -0.09
-0.8 17.9 ITsryAdmln 9.74 -0.08 -1.0 11.2 ITTresIdxn 19.69 -0.13 -0.9 10.9 LarCapAdn 171.64 -1.11 8.6 69.9 LTGradeAdmln 7.29 -0.13 -2.3 6.4 LTsryAdmln 7.60 -0.11 -2.3 -3.0 MidCpAdmln 399.02 1.51 11.8 48.5 MuHYAdml n 10.54 -0.12 1.4 12.8 MuIntAdmln 13.55 -0.15 0.1 10.1 MuLTAdmln 10.68 -0.14 0.7 10.2 MuLtdAdmln 10.89 -0.05 0.8 10.9 MuShtAdmln 15.81 -0.04 1.3 11.1 NJLTAdml n 11.23 -0.16 0.6 10.4 NYLTAdmln 10.72 -0.13 0.9 10.6 PacifAdmln 134.19 0.10 19.7 67.5 PALTAdmln 10.64 -0.15 0.3 10.3 PrmcpAdmlnr 223.06 0.27 20.6 91.2 RealEstatAdmln88 1.11 16.2 30.7 S&PSC600Idx 540.23 -4.51 21.0 46.7 SmCapAdmln 141.45 -0.50 15.2 49.8 SmGthAdmln 120.08 -1.10 13.4 47.9 STBondAdmln 10.13 -0.04 0.2 13.9 STCorpIxn 21.36 -0.08 0.6 17.1 STFedAdmln 10.18 -0.04 0.5 14.3 STIGradeAdmln 10.31 -0.05 0.6 17.4 STIPSIxAdm n 24.86 -0.05 1.6 15.8 STsryAdml n 9.78 -0.03 0.5 13.2 STTresIdx n 19.35 -0.03 0.6 13.2
500IndxRewardn 89.79 -0.58 9.0 69.9 CrnstModAggrn 29.69 -0.03 8.0 40.9 Gr&Incn 28.08 0.02 11.6 68.2 Grwthn 39.24 -1.06 -3.5 61.8 Incon 11.45 -0.08 -0.1 14.9 IncStkn 21.59 0.21 19.5 62.7 Intln 34.07 0.06 11.2 63.0 IntmTermn 12.46 -0.15 0.7 10.4 LgTermn 11.88 -0.20 1.0 10.8 Nasdaq100n 67.46 -1.11 11.5 84.1 S&PIdxn 89.70 -0.58 8.9 69.5 SciTech n 37.22 -0.61 13.4 87.6 TarRet2040n 15.68 -0.03 10.3 52.1 VicAggFndn 76.18 -1.28 1.6 74.0 SustWldn 34.81 -0.16 10.2 63.7 CorePlusINSTL 9.06 -0.07 0.0 14.6 IncomeFundINST 11.44 -0.08 -0.1 15.1 Short-TermINSTL 9.06 -0.03 1.3 18.6 VirtusFundsClI: MulSStI 4.53 NA NA NA VivaldiMerger: ArbitrageFund 10.80 0.01 2.4 17.2 VoyaFds: InmdBdI 8.58 NA NA NA
WX YZ
WCMFocusFunds:
WCMFocIntlGrwIns27.68 0.27 11.3 46.2 WeitzFunds: CorPluIncInst 9.50 -0.08 0.3 15.0 ShtDurIncInst 11.96 -0.03 1.5 17.0 WesternAsset: CorePlusBdI 9.02 NA NA NA ManagedMuniA 14.74 -0.18 0.9 9.4 WilmingtonFunds: RoxSCGInst 108.55 -1.67 22.7 114.0
BARRONS.COM/DATA 市场实验室
成分股 周变动
成分股 周变动
成分股 周变动
3M 12.78 谷歌母公司 (Alphabet) Cl A -27.03 亚马逊 -15.12 美国运通 -29.18 安进 (Amgen) 9.75 苹果 -0.72 波音 -4.51 卡特彼勒 (Caterpillar) 8.45 雪佛龙 (Chevron) 7.41 思科系统 (Cisco Systems) 2.23 可口可乐 0.69 迪士尼 -2.82 高盛集团 -3.99 家得宝 (Home Depot) -5.89 霍尼韦尔国际 (Honeywell International) 18.13 IBM 1.52 强生 (Johnson & Johnson) 10.36 摩根大通 12.11 麦当劳 -2.95 默克 (Merck) 3.57 微软 -12.12 耐克 (Nike) Cl B -2.06 英伟达 4.03 宝洁 (Procter & Gamble) -2.57 Salesforce -7.11 宣伟 (Sherwin-Williams) -13.81 旅之安 (Travelers) 18.28 联合健康集团 (UnitedHealth Group) -5.35 Visa Cl A -2.82 沃尔玛 -4.77
阿拉斯加航空集团 (Alaska Air Group) 0.62 Avis Budget Group -1.09 CH Robinson Worldwide -22.00 CSX 2.48 达美航空 (Delta Air Lines) 0.89 Expeditors Intl of Wash -7.50 联邦快递 (FedEx) 1.98 联邦快递货运控股 (FedEx Freight Holding) 5.74 JB Hunt Transport -3.11 柯比公司 (Kirby Corp) 4.49 Landstar System -11.28 马森航运 (Matson) -11.61 诺福克南方铁路 (Norfolk Southern) 10.50 Old Dominion Freight Line -0.85 Ryder System -4.14 西南航空 (Southwest Airlines) -3.00 Uber Technologies -6.52 联合太平洋铁路 (Union Pacific) 5.57 联合航空 (United Airlines) 2.86 联合包裹服务 B (United Parcel Service B) -2.93
二月 三月 四月 五月 六月 七月
二月 三月 四月 五月 六月 七月 公用事业
美国电力公司 (American Elec Power) 3.40 美国水务公司 (American Water Works) -0.45 Atmos Energy 1.54 联合爱迪生 (Consolidated Edison) 0.64 Dominion Energy 0.06 杜克能源 (Duke Energy) 5.51 爱迪生国际 (Edison International) 2.12 Exelon 1.27 FirstEnergy 1.39 NextEra Energy 0.98 公共服务企业 (Public Svc Enterprise) 1.17 Sempra 0.73 南方公司 (Southern) 1.95 Vistra 7.94 Xcel Energy 2.90
再次尝试：随着特朗普总统恢复对数十个国家的关税（其方式旨在更好地经受司法审查），美元需求上升。中东地区的空中袭击升级。衡量美元相对于六种货币的 ICE 美元指数在本周收盘上涨 0.7%。
A S O N D J F M A M J J
| 收益率(%) | |||
|---|---|---|---|
| 周一 | 金额 | 发行时* | 上次拍卖 |
| $92.0bil | 3个月期 | 3.883 | |
| $79.0 bil | 6个月期 | 4.032 | |
| $69.0 bil | 2年期 | 4.316 | |
| $70.0bil | 5年期 | 4.412 | |
| 周二 | |||
| $44.0bil | 7年期 | 4.525 |
分红与发行
日元计价（美元）
持有限制性证券（也称为字母股）且意图出售股票的持有人必须提交 SEC Form 144 表格。指示股份：拟出售的数量。销售日期：预计销售日期。（有时即使所有者提交了 Form 144 表格，股份也并未被出售。）来源：LSEG 数据与分析
| 公司 | 代码 | 指示股份 | 美元价值 | 销售日期 | 卖家 | 身份 |
|---|---|---|---|---|---|---|
| Butterfly Network | BFLY | 1,730,319 | 12,670,000 | 7/15/26 | Rothberg, Jonathan | D |
| Butterfly Network | BFLY | 1,467,501 | 10,400,000 | 7/16/26 | Rothberg, Jonathan | D |
| Butterfly Network | BFLY | 1,195,857 | 7,880,000 | 7/17/26 | Rothberg, Jonathan | D |
| Butterfly Network | BFLY | 1,177,276 | 7,790,000 | 7/20/26 | Rothberg, Jonathan | D |
| VentureGlobal | VG | 1,111,111 | 14,699,999 | 7/15/26 | Larson, Keith | O |
DXY (101.47)
欧元计价（美元）
来源：Tullett Prebon
道琼斯 (DJ) 最新 52 周收益和股息由道琼斯除数 (Dow Divisors) 在周五收盘时调整。标准普尔 (S&P) 12 月 4 季度 GAAP 收益为报告值，指示股息基于周五收盘价。S&P 500 市盈率基于报告的 GAAP 收益。如需更多收益序列，请参阅 www.spglobal.com。DJ 提供 FY2024 和 2023 的最新可用账面价值，S&P 提供 2023 和 2022 的最新值。r- 表示修正数据。
| 上周 | 前一周 | 去年 | |
|---|---|---|---|
| DJ 工业平均指数 | 51947.25 | 52146.42 | 44901.92 |
| 市盈率 | 22.87 | 25.06 | 25.02 |
| 收益率% | 4.37 | 3.99 | 4.00 |
| 收益$ | 2270.93 | 2080.50 | 1794.46 |
| 股息率% | 1.46 | 1.46 | 1.62 |
| 股息$ | 760.78 | 759.89 | 726.75 |
| 市账比 | 6.51 | 6.53 | 5.64 |
| 账面价值$ | 7981.11 | 7981.11 | 7964.47 |
| DJ 运输平均指数 | 22476.16 | 22723.87 | 16364.84 |
| 市盈率 | 33.28 | 33.15 | 34.34 |
| 收益率% | 3.00 | 3.02 | 2.91 |
| 收益$ | 675.39 | 685.58 | 476.49 |
| 股息率% | 1.10 | 1.09 | 1.49 |
| 股息$ | 246.98 | 246.98 | 244.16 |
| 市账比 | 5.59 | 5.65 | 4.18 |
| 账面价值$ | 4022.00 | 4022.00 | 3914.65 |
| DJ 公用事业平均指数 | 1172.68 | 1149.06 | 1082.51 |
| 市盈率 | 19.59 | 19.33 | 20.41 |
| 收益率% | 5.10 | 5.17 | 4.90 |
| 收益$ | 59.85 | 59.46 | 53.04 |
| 股息率% | 2.73 | 2.78 | 2.81 |
| 股息$ | 31.97 | 31.97 | 30.44 |
| 市账比 | 2.57 | 2.52 | 2.29 |
| 账面价值$ | 455.54 | 455.54 | 472.26 |
| S&P 500 指数 | 7411.98 | 7457.69 | 6388.64 |
| 市盈率 | NA | NA | 29.48 |
| 收益率% | NA | NA | 3.39 |
| 收益$ | NA | NA | 216.69 |
| 股息率% | NA | NA | 1.23 |
| 股息$ | NA | NA | 78.58 |
| 市账比 | NA | NA | 5.42 |
| 账面价值$ | NA | NA | 1178.57 |
| S&P 工业指数 | 10824.55 | 10917.14 | 9161.57 |
| 市盈率 | NA | NA | 33.09 |
| 收益率% | NA | NA | 3.02 |
| 收益$ | NA | NA | 276.86 |
| 股息率% | NA | NA | 1.08 |
| 股息$ | NA | NA | 98.94 |
| 市账比 | NA | NA | 7.20 |
| 账面价值$ | NA | NA | 1272.56 |
道琼斯指数成分股
这是一份由公司报告的道琼斯指数过去 52 周稀释后每股收益、股息和账面价值的列表。 粗体数字表示新数值。来源：巴伦周刊 (Barron's) 统计数据和 FactSet。
工业股
| 公司 | 账面价值 | 收益 | 股息 | 价值 | 账面价值 | 收益 | 股息 | 价值 |
|---|---|---|---|---|---|---|---|---|
| Am Exp | 16.48 | 3.54 | 43.11 | |||||
| Amgen | 14.37 | 9.80 | 10.95 | |||||
| 苹果 | 8.27 | 1.05 | 3.77 | |||||
| 波音 | (5.69) | 无 | (5.22) | |||||
| Caterpillar | 20.09 | 6.16 | 40.78 | |||||
| ChevronCorp | 5.77 | 6.98 | 86.10 | |||||
| Cisco Sys | 3.08 | 1.66 | 11.34 | |||||
| Coca Cola | 3.18 | 2.08 | 5.78 | |||||
| DisneyWalt | 6.26 | 1.50 | 55.57 | |||||
| 高盛集团 | 64.79 | 17.00 | 350.00 | |||||
| HomeDepot | 14.08 | 9.26 | 6.68 | |||||
| Honeywell | 22.44 | 4.70 | 28.65 | |||||
| IBM | 11.37 | 6.73 | 29.48 | |||||
| Johnson&Johnson | 8.63 | 5.24 | 29.70 | |||||
| 摩根大通 | 23.34 | 6.00 | 116.07 |
运输股
| 公司 | 账面价值 | 收益 | 股息 | 价值 |
|---|---|---|---|---|
| AlaskaAirGroup | (1.57) | 无 | 35.51 | |
| FedExFreight | ||||
| AvisBudgetGrp | (19.05) | 无 | (66.49) | |
| C.H.Robinson | 4.94 | 2.51 | 14.51 | |
| CSX Corp | 1.73 | 0.54 | 6.58 | |
| DeltaAirLines | 6.03 | 0.78 | 23.66 | |
| ExpeditorsInt'l | 6.18 | 1.58 | 16.11 | |
| FedEx | 18.51 | 5.57 | 117.96 | |
| Hunt (JB) | 6.46 | 1.78 | 39.92 | |
| UberTechnologies | 3.85 | 无 | 10.23 |
公用事业股
| 公司 | 账面价值 | 收益 | 股息 | 价值 |
|---|---|---|---|---|
| AmericanElecPower | 6.81 | 3.78 | 50.56 | |
| AmericanWaterWorks | 5.64 | 3.38 | 53.01 | |
| AtmosEnergy | 10.59 | 3.87 | 78.31 | |
| Con Ed | 5.96 | 3.48 | 63.29 |
| 公司 | 账面价值 | 收益 | 股息 | 价值 |
|---|---|---|---|---|
| McDonalds | 12.13 | 7.35 | (5.31) | |
| Merck Co | 3.55 | 3.36 | 18.32 | |
| 微软 | 15.10 | 3.56 | 46.20 | |
| 英伟达 | 6.53 | 0.28 | 3.24 | |
| Nike Inc | 2.09 | 1.63 | 8.95 | |
| Proc Gam | 6.84 | 4.29 | 21.88 | |
| 3M Co | 5.63 | 3.02 | 7.12 | |
| Salesforce.com | 8.64 | 1.71 | 63.59 | |
| Sherwin-Williams | 10.42 | 3.18 | 16.12 | |
| TravelersCos | 37.34 | 4.55 | 122.97 | |
| UnitedHealthGrp | 15.54 | 8.95 | 101.27 | |
| Alphabet | 19.91 | 0.85 | 34.35 | |
| Visa | 11.48 | 2.60 | 19.38 | |
| 亚马逊 | 7.94 | 无 | 27.00 | |
| Wal-mart | 2.85 | 0.97 | 11.34 |
| 公司 | 账面价值 | 收益 | 股息 | 价值 |
|---|---|---|---|---|
| Kirby Corp | 6.50 | 无 | 58.54 | |
| LandstarSys | 3.62 | 1.60 | 27.54 | |
| MatsonInc | 13.94 | 1.44 | 80.36 | |
| NorfSouthern | 11.72 | 5.40 | 63.21 | |
| OldDominion | 4.78 | 1.14 | 19.93 | |
| Ryder Sys | 12.29 | 3.64 | 74.07 | |
| SouthwestAir | 1.63 | 0.72 | 17.44 | |
| Un Pacific | 12.35 | 5.52 | 27.95 | |
| UPS | 6.18 | 6.56 | 19.58 | |
| UnitedAirlines | 10.22 | 无 | 38.66 |
| 公司 | 账面价值 | 收益 | 股息 | 价值 |
|---|---|---|---|---|
| FirstEnergy | 2.45 | 1.80 | 21.60 | |
| NextEraEnergy | 4.45 | 2.38 | 24.36 | |
| Pub Sv Ent | 4.57 | 2.60 | 32.36 |
| 指数/市场 | 数值 1 | 数值 2 | 数值 3 | 变化 |
|---|---|---|---|---|
| NYSE(a) | 5,718,373 | 6,101,916 | 5,553,248 | 2.97 |
| 30 DowInds(b) | 2,193,347 | 2,464,956 | 2,201,534 | -0.37 |
| 20Dow Trans(b) | 382,051 | 343,715 | 867,197 | -55.94 |
| 15Dow Utils(b) | 275,078 | 293,689 | 268,922 | 2.29 |
| 65DowStks(b) | 2,850,486 | 3,102,360 | 3,337,652 | -14.60 |
| NYSEAmerican(a) | 84,383 | 120,936 | 102,874 | -17.97 |
| Nasdaq(d) | 37,580,791 | 38,124,213 | 57,372,848 | -34.50 |
| NYSE15MostActive | ||||
| AveragePrice | 10.86 | 22.62 | 17.05 | -36.30 |
| % TotVol | 20.05 | 17.68 | 16.61 | 20.71 |
| StockOfferings $(z,v) | 5,085,100 | 039,100 | 11,033,300 | -53.91 |
每日股票成交量
| 7/20 | 7/21 | 7/22 | 7/23 | 7/24 | |
|---|---|---|---|---|---|
| NYSE(a) | 1,139,018 | 1,155,698 | 1,094,349 | 1,236,696 | 1,092,613 |
| 30 Inds(b) | 400,285.7 | 404,611.7 | 449,101.2 | 496,578.9 | 442,770.0 |
| 20Trans(b) | 68,326.6 | 56,043.8 | 70,005.2 | 106,558.0 | 81,117.6 |
| 15Utils(b) | 53,034.3 | 56,877.3 | 55,792.6 | 56,686.7 | 52,687.5 |
| 65Stks(b) | 521,646.5 | 517,532.8 | 574,911.2 | 659,823.7 | 576,572.1 |
| NYSEAmer(a) | 16,347 | 19,356 | 17,316 | 17,740 | 13,625 |
| Nasd(d) | 7,184,074 | 8,001,541 | 7,473,054 | 7,655,813 | 7,266,309 |
| NYSE15MostActive | |||||
| Avg.Price | 18.85 | 11.90 | 19.78 | 16.90 | 19.32 |
| % TotVol | 23.67 | 22.62 | 19.80 | 19.25 | 19.14 |
除价格和百分比外，数字以千为单位。(a)主要成交量。(b)综合成交量。 (d) 截至下午 4:10。(r)修订。(v)截至周四。(z)来源：LSEG。
| 时间段 | 7/20 | 7/21 | 7/22 | 7/23 | 7/24 |
|---|---|---|---|---|---|
| 9:30-10:00 | 92,280 | 97,387 | 94,372 | 106,883 | 86,311 |
| 10:00-10:30 | 38,058 | 40,420 | 39,920 | 44,453 | 38,753 |
| 10:30-11:00 | 34,638 | 32,630 | 33,452 | 38,462 | 33,404 |
| 11:00-11:30 | 33,514 | 33,292 | 29,729 | 40,108 | 39,866 |
| 11:30-12:00 | 30,454 | 27,695 | 28,051 | 32,119 | 28,805 |
| 12:00-12:30 | 27,079 | 23,833 | 22,908 | 27,044 | 23,434 |
| 12:30-1:00 | 30,016 | 22,226 | 23,211 | 25,379 | 22,740 |
| 1:00-1:30 | 24,844 | 22,125 | 22,215 | 24,053 | 22,167 |
| 1:30-2:00 | 25,723 | 21,879 | 22,740 | 24,850 | 20,612 |
| 2:00-2:30 | 25,157 | 25,468 | 25,006 | 24,574 | 21,972 |
| 2:30-3:00 | 29,362 | 24,649 | 26,183 | 26,015 | 27,025 |
| 3:00-3:30 | 40,765 | 34,388 | 36,768 | 35,947 | 40,116 |
| 3:30-4:00 | 707,128 | 749,706 | 689,794 | 786,810 | 687,410 |
| 公司 | 代码 | 初始发行价 | IPO 日期 | 近期价格 | 涨跌幅 |
|---|---|---|---|---|---|
| Scribe Therapeutics | SCTX | 15.00 | 7/24 | 21.65 | 44.3% |
Consensus 股票指数或 MarketVane 股票指数中的高看涨读数通常是市场见顶的信号；低读数则预示市场见底。
| MarketVane | 上周 | 两周前 | 三周前 |
|---|---|---|---|
| Consensus 指数 | |||
| Consensus 看涨情绪 | 75% | 76% | 77% |
| AAII 指数 | |||
| 看涨 | 29.6% | 44.9% | 36.3% |
| 看跌 | 42.3 | 32.9 | 37.2 |
| 中立 | 28.1 | 22.2 | 26.5 |
| 看涨共识 | 76% | 77% | 76% |
| TIMGroup 市场情绪指标 | 44.5% | 52.5% | 38.8% |
来源：Consensus Inc.; 美国个人投资者协会 (American Association of Individual Investors); MarketVane; TIMGroup
Arms 指数，也被称为短期交易指数，是通过将一个商数除以另一个商数得出的数值。该指数的分子是上涨股票数量除以下跌股票数量。截至 3/14/11，该指数的分母现为上涨股票的综合成交量除以下跌股票的综合成交量。
| LastWeek (上周) | Prev.Week (前周) | YearAgo (一年前) | YOY%Chg (同比增长%) |
|---|---|---|---|
None (无)
AmericanBattery(BLTH)
CAE(CAE) ClinuvelPharma(CUVL) InstinctBioTechnical(BIOT) Scribe Therapeutics(SCTX) Trading Suspended (交易暂停) NYSE CAE(CAE) KORE(KORE) NationalStorage(NSA) SOLAI(SLAI) NYSEAmerican GoldResource(GORO) Nuburu(BURU) Nasdaq CrossCountry Health(CCRN) NorthfieldBancorp(NFBK) Nuvve(NVVE) SmartPowerr(CREG) SPAR(SGRP) Name Changes (名称变更) NYSE&NYSEAmerican None (无) Nasdaq Grandstand(GRSD),formerly (原) Gambling.com(GAMB) VulcanInfrastructureand Power(VIP), formerly (原) GreenidgeGeneration(GREE)
BARRON’S (巴伦周刊) 51
BARRONS.COM/DATA MARKET LABORATORY (市场实验室)
1430.94 + 37.71 423.60 +2.71 [21] +41.46 [18] +42.05 [3] +12.87 1,453.54 968.72 Pharmaceuticals DJUSPR 1235.60 + 15.60 158.85 +1.28 [33] +41.21 [19] +14.75 [36] +14.30 1,258.21 794.64 Aluminum DJUSAL 154.65 + 4.41 –26.89 +2.93 [18] +41.03 [20] –14.81 [116] +10.69 286.24 97.02
Construction（建筑业）
0.70
0.60
6.00
0.40
Top 20 Yr AgoRanked（20年前排名最高） IG-Sym（指数代码） Close（收盘价） Wkly（周涨跌） YTD（年初至今） Week（周） Rank（排名） Yr Ago（一年前） Rank（排名） YTD（年初至今） Rank（排名） 3Yr（3年） High（最高） Low（最低）
Production（生产业）
0.90
Groupsareweightedbycapitalization.52-weekhighsandlowsarebasedondailycloses.Dec.31,1991=100.IntheU.S.listings,%volchgcolumnshowsthechangefrom previous 65-daymovingaverage. Volume figures donot reflect extendedtrading hours. （各组按市值加权。52周最高价和最低价基于每日收盘价。1991年12月31日 = 100。对于美国上市股票，%成交量变化列显示的是与之前 65 天移动平均值的变化。成交量数据不反映盘后交易时段。）
情绪 指标
Delta MSI 衡量一组具有代表性的股票相对于中期移动平均线交叉 (MAC) 点的位置。 当超过 50% 的股票位于该 MAC 点之上时，市场处于看涨状态。 当指标低于 50% 时，市场处于看跌状态，风险增加。当 MSI 处于 50%+/-3% 时，基金经理在资产配置上行使自由裁量权。 看涨
63.8%
66.2%
67.8%
三周前
当前市场敞口： 100% 股票, 0% 债券, 0% 对冲股票, 0% 现金
仅包含新报告。 最新 最新 前一周期 去年同期 报告 报告 报告 同比 % 变动
经济增长与投资 日期 数据 周期 前值 % 变动
本周无活动
本周无活动
本周无活动
电能，(百万千瓦时) (EEI) 7月18日 101,391 99,587 99,373 2.03
石油相关产能，% 7月 17 96.1 96.2 95.5 0.63
运行中的钻机数，美国和加拿大，(Hughes) 7月24日 791 786 724 9.25
钢铁，(千吨) 7月18日 1,830 1,840 1,768 3.51
钢铁额定产能，% (AISI) 7月18日 79.3 79.7 78.0 1.67
消费与分销
Instinet 研究红皮书平均值 (月度 %) 7月18日 –1.63 1.20 1.53 ….
波罗的海干散货指数 7月24日 2,743 2,752 2,257 21.53
新屋销售，(千套) 6月 628 r618 665 –5.56
库存
国内原油，(千桶) 商业库存 (不含租赁库存) 7月 17 411,675 409,665 418,993 –1.75
汽油，(千桶) 7月 17 211,294 210,529 231,129 –8.58
订单
贸易
联邦预算赤字 (十亿美元)-a 2,000FY'28 2,025FY'27 2,065FY'26 …. 预算盈余/赤字 (十亿美元)-b, 6月 –120.31 –292.65 +27.01 -545.43 贸易赤字 (十亿美元, 季节性调整)-c, 5月 –77.59 r-54.57 –66.75 16.24 国债总公共债务 (十亿美元)-d 39,635.8 39,488.6 36,686.9 8.04 国债法定债务上限 (十亿美元)-d 41,104.0 41,104.0 41,104.0 0.00 消费者分期债务 (十亿美元)-e, 5月 5,154.5 r5,154.7 5,047.3 2.12
0.00
净变动 % 变动与排名 52 周
最新 前值 去年同期 报告 报告 报告 同比 % 变动
通货膨胀
ECRI 工业价格指数f 7月24日 141.87 139.07 115.80 22.51
就业
初请失业金人数 (千人) 7月 18 187 r209 218 –14.22
持续申请失业金人数 (百万人) 7月11日 1.796 r1.798 1.941 –7.47
建筑合同，F.W. Dodge, (十亿美元) 6月 1,420 r1,772 1,330 6.77
其他指标
Citi 研究恐慌-乐观读数 7月24日 1.01 1.04 0.65 ….
一致指标指数 h 6月 114.6 r114.4 114.7 –0.09
滞后指标指数 h 6月 120.5 120.5 119.9 0.50
0.50
领先指标指数 h 6月 99.1 99.3 98.8 0.30
一致对滞后比率 h 6月 0.95 0.95 0.96 –1.04
a-1997年等于100. b-1982-84年等于100. c-1982年等于100. f-1996年等于100. h-基准修订，2016年等于100. r-修订。
1 年期国库券 4.02 4.03 4.09 -1.71 2 年期国库票据 4.18 4.18 3.90 7.18 3 年期国库票据 4.22 4.19 3.88 8.76 5 年期国库票据 4.30 4.27 4.00 7.50 10 年期国库票据 4.57 4.54 4.46 2.47 20 年期国库债券 5.09 5.05 5.00 1.80 FHFAPMMS+6月 6.36 6.36 6.61 -3.78
最新 最新 前一周期 去年同期 日期 数据 周期 前值 同比 % 变动
7月 24 7月 17 去年同期 同比 % 变动
相对于 S&P 100
例如，CBOE 股票看跌-看涨比率为 60:100 以及 S&P 100 为 125:100 的读数被认为是看涨的。当股票看跌-看涨水平达到 30:100 附近且指数比率触及 75:100 时，会出现看跌信号。
S&P 100 CBOE
30.00
24.00
18.00
12.00
A S O N D J F M A M J J
M F5(Q3) 4.00 4.16 T AvisBudget(Q2) 2.07 2.70 Boeing(Q2) -0.27 -1.24 Coca-Cola(Q2) 0.93 0.87 FirstEnergy (Q2) 0.55 0.52 FordMotor(Q2) 0.36 0.37 Invesco(Q2) 0.66 0.36 JetBlueAirways (Q2) -0.69 -0.16 LandstarSystem(Q2) 1.49 1.20 PayPal (Q2) 1.28 1.40 PPGIndustries(Q2) 2.25 2.22 S&PGlobal(Q2) 4.81 4.19 Sherwin-Williams(Q2) 3.52 3.38 UnitedParcel Service (Q2) 1.67 1.55 Visa (Q3) 3.23 2.98 W.P.Carey(Q2) 1.33 0.57 W AlkamiTechnology(Q2) 0.15 0.02 AmericanWaterWorks (Q2) 1.56 1.48 BostonScientific (Q2) 0.83 0.75 C.H.RobinsonWorldwide (Q2) 1.52 1.29 Carvana(Q2) 0.38 0.27 ChipotleMexicanGrill(Q2) 0.32 0.33 GEHealthcareTech(Q2) 1.03 1.06 Humana(Q2) 7.25 6.27 Kirby (Q2) 1.63 1.67 L3HarrisTech(Q2) 2.81 2.78 LamResearch(Q4) 1.68 1.33 MetaPlatforms(Q2) 7.20 7.14 MGMResorts(Q2) 0.55 0.79 微软 (Q4) 4.24 3.65 Morningstar(Q2) 2.83 2.40 O’ReillyAutomotive(Q2) 0.86 0.78 OldDominionFreightLine (Q2)
1.53 1.27 Procter&Gamble (Q4) 1.41 1.48 RobinhoodMarkets(Q2) 0.41 0.42 SoFiTechnologies (Q2) 0.11 0.08 Starbucks (Q3) 0.66 0.50 Vulcan Materials(Q2) 2.49 2.45 TH Altria(Q2) 1.50 1.44 亚马逊(Q2) 1.82 1.68 AmericanElectricPower(Q2) 1.50 1.43 苹果(Q3) 1.89 1.57 BaxterInternational(Q2) 0.37 0.59 BristolMyersSquib (Q2) 1.59 1.46 Cigna(Q2) 7.60 7.20 EdisonInternational (Q2) 1.20 0.97 Exelon (Q2) 0.48 0.39 FirstSolar (Q2) 2.99 3.18 Hershey(Q2) 1.43 1.21 Intercontinental Exchange(Q2) 1.84 1.81 Mastercard(Q2) 4.76 4.15 Southern(Q2) 0.99 0.92 ValeroEnergy(Q2) 10.20 2.28 WesternUnion(Q2) 0.43 0.42 XcelEnergy(Q2) 0.78 0.75 Yum!Brands(Q2) 1.58 1.44 F AbbVie(Q2) 3.62 2.97 CboeGlobalMarkets (Q2) 3.46 2.46 Chevron (Q2) 5.42 1.77 Colgate-Palmolive(Q2) 0.95 0.92 DominionEnergy(Q2) 0.72 0.75 Exxonmobil (Q2) 3.57 1.64 Moderna(Q2) -2.04 -2.13 共识预期日 共识预期 上期 M
JuneDurableOrders 1.80% -4.50% T JulyConsumer Confidence 92.2 91.2 JuneWholesaleInventories 0.30% 0.10% TH Q2GDP-p 2.5% 2.1% JunePersonal Income 0.30% 0.70% F JulyMichigan Sentiment 54.4 54.4
| 国家 | 外币兑美元 | 外币兑美元 | 美元兑外币 | 美元兑外币 |
|---|---|---|---|---|
| 本周五 | 上周五 | 本周五 | 上周五 | |
| 阿根廷 (比索)-y | .0007 | .0007 | 1496.4596 | 1478.4681 |
| 澳大利亚 (美元) | .6980 | .6982 | 1.4327 | 1.4323 |
| 巴林 (第纳尔) | 2.6518 | 2.6522 | .3771 | .3770 |
| 巴西 (雷亚尔) | .1962 | .1950 | 5.0977 | 5.1280 |
| 加拿大 (美元) | .7095 | .7132 | 1.4095 | 1.4021 |
| 智利 (比索) | .001055 | .001074 | 947.88 | 931.46 |
| 中国 (人民币) | .1477 | .1476 | 6.7722 | 6.7733 |
| 哥伦比亚 (比索) | .0003099 | .0003057 | 3226.90 | 3271.49 |
| 丹麦 (克朗) | .1521 | .1530 | 6.5743 | 6.5359 |
| 厄瓜多尔 (美元) | 1.0000 | 1.0000 | 1.0000 | 1.0000 |
| 埃及 (镑)-y | .0195 | .0198 | 51.3490 | 50.5450 |
| 香港 (美元) | .1275 | .1275 | 7.8425 | 7.8403 |
| 匈牙利 (福林) | .003149 | .003151 | 317.56 | 317.35 |
| 冰岛 (克朗) | .007951 | .007977 | 125.77 | 125.36 |
| 印度 (卢比) | .01037 | .01036 | 96.398 | 96.524 |
| 印度尼西亚 (卢比) | .0000558 | .0000557 | 17922 | 17946 |
| 以色列 (谢克尔) | .3279 | .3289 | 3.0496 | 3.0409 |
| 日本 (日元) | .006103 | .006158 | 163.85 | 162.40 |
| 哈萨克斯坦 (坚戈) | .002105 | .002121 | 475.15 | 471.53 |
| 科威特 (第纳尔) | 3.2248 | 3.2354 | .3101 | .3091 |
| 澳门 (帕塔卡) | .1238 | .1238 | 8.0796 | 8.0780 |
| 马来西亚 (林吉特)-b | .2444 | .2441 | 4.0914 | 4.0959 |
| 新西兰 (美元) | .5789 | .5843 | 1.7274 | 1.7114 |
| 挪威 (克朗) | .1044 | .1037 | 9.5781 | 9.6469 |
| 阿曼 (里亚尔) | 2.5993 | 2.6007 | .3847 | .3845 |
| 巴基斯坦 (卢比) | .00360 | .00360 | 277.689 | 277.959 |
| 菲律宾 (比索) | .01621 | .01623 | 61.707 | 61.607 |
| 波兰 (兹罗提) | .2634 | .2636 | 3.7964 | 3.7936 |
| 卡塔尔 (里亚尔) | .2751 | .2736 | 3.6348 | 3.6545 |
| 沙特阿拉伯 (里亚尔) | .2662 | .2661 | 3.7566 | 3.7575 |
| 新加坡 (美元) | .7750 | .7742 | 1.2904 | 1.2917 |
| 南非 (兰特) | .0594 | .0606 | 16.8344 | 16.5009 |
| 韩国 (韩元) | .0006851 | .0006722 | 1459.63 | 1487.73 |
| 斯里兰卡 (卢比) | .0030 | .0030 | 335.9500 | 335.9400 |
| 瑞典 (克朗) | .1029 | .1037 | 9.7180 | 9.6468 |
| 瑞士 (法郎) | 1.2223 | 1.2385 | .8181 | .8074 |
| 台湾 (美元) | .03092 | .03086 | 32.337 | 32.409 |
| 泰国 (铢) | .02967 | .02973 | 33.700 | 33.640 |
| 土耳其 (新里拉)-d | .0211 | .0212 | 47.3340 | 47.1424 |
| 乌克兰 (格里夫纳) | .0223 | .0223 | 44.8500 | 44.7500 |
| 英国 (镑) | 1.3323 | 1.3452 | .7506 | .7434 |
| 欧元 | 1.1371 | 1.1439 | .8795 | .8742 |
特别提款权 (SDR) 基于美元、英镑和日元的汇率。来源：国际货币基金组织。a-俄罗斯央行汇率。b-政府汇率。d-自 2005年1月1日起重新设定基准。y-浮动汇率。
0.80
来源：CBOE
| 共识预测 | 一年前 |
|---|---|
| 利率类型 | 当前 | 前期 | 一年前 |
|---|---|---|---|
| 贴现率 (纽约) | 3.75 | 3.75 | 4.50 |
| 基准利率 (Prime Rate) | 6.75 | 6.75 | 7.50 |
| 联邦基金利率 | |||
| 平均有效报价 | 3.64 | 3.64 | 4.33 |
| 平均每周拍卖-c | 3.63 | 3.62 | 4.33 |
| 国库券利率 | |||
| 13周, 票面收益率 | 3.818 | 3.849 | 4.345 |
| 13周, 拍卖利率 | 3.730 | 3.760 | 4.240 |
| 26周, 票面收益率 | 3.965 | 3.992 | 4.261 |
| 26周, 拍卖利率 | 3.835 | 3.860 | 4.115 |
| 平均每周拍卖-c | 3.72 | 3.72 | 4.25 |
| 经纪人拆借利率 | 5.50 | 5.50 | 6.25 |
| 银行承兑汇票 | |||
| 1个月 | 3.65 | 3.65 | 4.36 |
| 2个月 | 3.78 | 3.75 | 4.40 |
| 3个月 | 3.89 | 3.91 | 4.41 |
| 6个月 | 4.10 | 4.09 | 4.40 |
| 国外基准利率 | |||
| 加拿大 | 4.45 | 4.45 | 4.95 |
| 德国 | 2.40 | 2.40 | 2.15 |
| 日本 | 2.13 | 2.13 | 1.880 |
| 瑞士 | 0.25 | 0.25 | 0.50 |
| 英国 | 3.75 | 3.75 | 4.25 |
| 其他货币利率 | |||
| 银行货币市场-z | 0.52 | 0.52 | 0.41 |
| 计息支票账户-z | 0.06 | 0.06 | 0.06 |
| 6个月定期存款-z | 1.79 | 1.79 | 1.84 |
| 12个月定期存款-z | 1.95 | 1.95 | 1.91 |
| 30个月账户-z | 1.44 | 1.44 | 1.44 |
| 5年期定期存款-z | 1.65 | 1.64 | 1.60 |
美国储蓄 EE 债券：
| 最新周 | 前一周 | 一年前 |
|---|---|---|
巴伦周刊 (BARRON’S) 2026年7月27日
-20
BARRONS.COM/DATA 市场实验室
| 12个月最高 | 年最低 | 7/23 | 7/16 | 一年前 | 每周% 变动 | |
|---|---|---|---|---|---|---|
| 金矿股 | 2770.71 | 1224.60 | 2018.51 | 1914.51 | 1312.40 | +5.43 |
| 道琼斯能源 (DJEnergy) | 7/24 | 7/17 | 一年前 |
|---|---|---|---|
| 黄金, 特洛伊盎司近期期货价格 | 4067.60 | 4012.70 | 3334.00 |
| 白银, 特洛伊盎司 | 58.66 | 56.04 | 38.17 |
用于货运中金银含量的定价以及精炼结算的基准。
| 金币 | 价格 | 溢价$ | 溢价% |
|---|---|---|---|
| 克鲁格金币 (Krugerrand) | 4216.58 | 162.18 | 4.00 |
| 加拿大枫叶金币 (Maple Leaf) | 4257.12 | 202.72 | 5.00 |
| 墨西哥比索金币 (Mexican Peso) | 4896.39 | 8.00 | 0.16 |
| 奥地利皇冠金币 (Austria Crown) | 3977.12 | 3.00 | 0.08 |
| 奥地利爱国者金币 (Austria Phil) | 4257.12 | 202.72 | 5.00 |
| 美国鹰洋金币 (U.S. Eagles) | 4257.12 | 202.72 | 5.00 |
溢价是指高于金币中黄金价值的金额。来源：Manfra, Tordella & Brookes, Inc. 现货黄金价格 4054.4
技术面：尽管交易图表出现了“死叉”，但黄金最终收于 $4,068，上涨 1.4%。
巴伦周刊黄金矿业指数 (2018.51)
道琼斯能源黄金价格
A S O N D J F M A M J J
截至 7 月 22 日的一周：
| 成员银行 | 上周 | 一年前 | 准备金变动 (百万美元) | 变动 | 变动 |
|---|---|---|---|---|---|
| 美国政府证券： | |||||
| 直接购买 | 6,460,939 | +1,413 | +115,065 | ||
| 联邦机构证券： | |||||
| 直接购买 | 2,347 | .... | .... | ||
| 准备银行信贷： | |||||
| 初级信贷 | 4,664 | -931 | -512 | ||
| 次级信贷 | .... | .... | .... | ||
| 季节性信贷 | 46 | +6 | +11 | ||
| 浮动资金 | -285 | -32 | +16 | ||
| 其他 F.R. 资产 | 43,963 | +1,391 | +1,043 | ||
| 联邦信贷总额 # | 6,697,933 | +1,770 | +86,373 | ||
| 黄金储备 | 11,041 | .... | .... | ||
| SDR 证书账户 | 15,200 | .... | .... | ||
| 未偿国库券 | 53,284 | +14 | +708 | ||
| 总计 | 6,796,400 | +1,759 | +86,521 | ||
| 流通货币 | 2,470,901 | -1,563 | +72,786 | ||
| 国库现金持有量 | 324 | -8 | -102 | ||
| 国库联邦存款 | 829,623 | +73,405 | +506,447 | ||
| 外国联邦存款 | 10,051 | +310 | +616 | ||
| 其他联邦存款 | 247,465 | +2,254 | +23,287 | ||
| 其他 FR 负债/资本 | -177,358 | +2,990 | +4,265 | ||
| 总因素 | 3,734,250 | +82,330 | +386,648 | ||
| F.R. 银行准备金 | 3,062,149 | -80,572 | -300,128 | ||
| 外国持有美国债务 | 2,884,770 | +11,234 | -333,554 |
| 准备金综合 (百万美元) | 最新 | 上月 | 月度% | 一年前 | |
|---|---|---|---|---|---|
| 截至 5 月月份： | 月份 | 月份 | 变动 | 之前 |
新发行量 (百万美元)(v) | | 上周 | 前一周 | 一年前 | | :--- | :--- | :--- | :--- | | 企业债 (z) | 7,612 | 21,156 | 23,453 | | 市政债 (z) | 7,997 | r14,450 | 12,860 |
最高评级债券-y (巴伦周刊 10 只高评级企业债指数) 4.77 4.60 4.62
中等评级债券-y (巴伦周刊 10 只中评级企业债指数) 5.34 5.23 5.20
信心指数 (高评级指数除以中等评级指数；后者相对于前者的下降通常表明信心上升，指向股市上涨) 89.4 87.9 88.8
其他信心指标：
彭博巴克莱美国长期国债* (该指数衡量到期期限至少为 10 年的固定利率名义美国国债的表现。1973 年 1 月 1 日 = 100) 3128.93 3176.17 3086.74
彭博巴克莱美国信用债 (该指数包括所有公开发行、固定利率、非可转换、投资级、美元计价、经 SEC 注册的企业债务) 3353.48 3384.92 3250.03
Bond Buyer 20 债券指数 (20 只通用义务市政债券的收益率指数) 4.81 4.72 5.29
Bond Buyer 市政债券指数 (40 只活跃交易免税债券的指数；成分发行量定期更换，以保持指数对市场的实时反映。来源：The Bond Buyer) 4.71 4.62 5.15
股债收益率差-s (最高评级企业债收益率与道琼斯工业平均指数股票收益率之间的差额) -3.31 -3.14 -3.00
道琼斯等权重美国企业债指数收益率：
企业债 (y) 5.74 5.58 5.26
v-截至周四的一周。y-截至周四的一周到期收益率。z-来源：LSEG。*巴克莱 T-Bond 指数已被该公司停用。
此列表包含普通股的派息情况。
此列表包含普通股的派息情况。
NYSE (纽约证券交易所)
NYSE (纽约证券交易所)
周二 (7月 28) Celanese .03 Nexa Resources .132
周二 (7月 28)
周二 (7月 28)
周三 (7月 29) Antero Midstream .225 Phoenix Educ Partners .21
周三 (7月 29)
周三 (7月 29)
周四 (7月 30) Banco SantBrasil ADR .105 Bank of Montreal 1.204 Citizens Financial Group .46 Conagra Brands .175 Constellation Brands A 1.03 H.B. Fuller .245
周四 (7月 30)
周四 (7月 30)
周五 (7月 31) AES .176 Ally Financial .30 AO Smith .36 CSW Industrials .30 Ellington Financial .13 Enterprise Pdts Partners .56 Genesis Energy .20 Grupo Aval Acciones ADR .014 Metropolitan Bank .35 摩根士丹利 1.15 NiSource .30 Northwest Natural .493 PermRock Royalty Trust .023 SmartFinancial .09 Universal Insurance .16 Valero Energy 1.20 Virtus Invt Partners 2.40 Western MidstreamPtrs .93
周五 (7月 31)
周五 (7月 31)
无
周六 (8月 1)
无
周六 (8月 1) 无
无
无
周日 (8月 2)
周日 (8月 2) 无
周一 (8月 3)
NASDAQ (纳斯达克)
NASDAQ (纳斯达克)
ASML Holding 2.151 Fastenal .26 Paychex 1.19 Smart Sand .10 United-Guardian .30
Entegris .10 MetroCity Bankshares .29
AlliantEnergy .535 Casey's GeneralStores .65 Donegal GroupClA .192 Donegal GroupClB .175 Lifetime Brands .043 Park-Ohio Holdings .125 Plains AllAmer Pipeline .417 Plains GPHoldings .417 RBB Bancorp .16 Texas Instruments 1.42
【识别噪声修复：该段为报纸页眉页脚、版面导航、订阅、出版或版权信息，原始识别混有大量英文残片与版面噪声，已合并为中文说明。】
| 公司名称-股票代码 (交易所) | 调整后收益率 | 周期 | 支付金额 | 原支付金额 | 减少 % | 记录日期 | 除权日 | 支付日期 |
|---|---|---|---|---|---|---|---|---|
| Emera-EMA (NYSE) | 3.6 | Q | .522055 | .539654 | -3.3% | 8-03 | 8-03 | 8-17 |
| Permianville Royalty Tr-PVL (NYSE) | 12.1 | M | .015 | .017 | -11.8% | 7-31 | 7-31 | 8-14 |
| PermRock Royalty Trust-PRT (NYSE) | 13.4 | M | .022579 | .030485 | -25.9% | 7-31 | 7-31 | 8-14 |
| Rogers Communications B-RCI (NYSE) | 4.3 | Q | .354925 | .358461 | -1.0% | 9-08 | 9-08 | 10-02 |
| 公司名称-股票代码 (交易所) | 金额 | 记录日期 | 除权日 | 支付日期 |
|---|---|---|---|---|
| ServisFirstBancshares-SFBS (NYSE) | 2-for-1 | 8-05 | 8-21 | 8-20 |
| SouthernCopper-SCCO (NYSE) | 1.2% | 8-11 | 8-11 | 8-27 |
【识别噪声修复：该段为报纸页眉页脚、版面导航、订阅、出版或版权信息，原始识别混有大量英文残片与版面噪声，已合并为中文说明。】
数据来源：LSEG
| 公司 | 股票代码 | 内部人士人数 | 股数 | 金额 | 平均价格 |
|---|---|---|---|---|---|
| Townebank | TOWN | 55 | 58,196 | 1,982,895 | $34.07 |
| E W Scripps | SSP | 19 | 1,706,522 | 7,378,893 | $4.32 |
| Asgn | ASGN | 13 | 96,375 | 1,871,881 | $19.42 |
| Quantinuum | QNT | 10 | 161,032 | 9,661,920 | $60.00 |
| Simon Property Group | SPG | 10 | 2,247 | 412,999 | $183.80 |
| 公司 | 股票代码 | 内部人士人数 | 股数 | 金额 | 平均价格 |
|---|---|---|---|---|---|
| Coreweave | CRWV | 63 | 8,270,331 | 780,295,635 | $94.35 |
| Datadog | DDOG | 40 | 2,098,553 | 444,485,339 | $211.81 |
| Ionis Pharmaceuticals | IONS | 33 | 1,065,472 | 82,432,357 | $77.37 |
| Vicor | VICR | 32 | 986,684 | 231,927,653 | $235.06 |
| Liquidia | LQDA | 31 | 1,490,052 | 79,139,082 | $53.11 |
股息 支付
周一(7月27日)
CdnPacific KansasCity .196 CdnPacific KansasCity .189 FomentoEcon MexADR .61 FomentoEcon MexADR 1.034 FomentoEcon MexADR .676 GEAerospace .47 TriNet Group .29
CdnImperialBk OfComm .753 China YuchaiIntl .87 HimalayaShipping .22 HimalayaShipping .22 Sylvamo .45
AlamoGroup .34 BoydGroup Services .11 Buckle .35 ErmenegildoZegna .141 Gap .175 StevanatoGroup .063 TIMADR .162
AZZ .24 B &GFoods .095 Barnes & Noble Education .08 Danaos .90 DeltaAirLines .215 TsakosEnergyNavigation 1.00
Arcosa .05 Argan .50 AutohomeADR .66 BankUnited .33 Brady ClA .245 Danaher .40 Dell TechnologiesCl C .63 EdisonInternational .877 Ellington Financial .13 EMCORGroup .40 EOGResources 1.02 FS SpecialtyLending Fund .138 GFL Environmental .017 Globe Life .33 GreystoneHousingImpact .14 Humana .885 摩根大通 (JPMorgan Chase) 1.50 KinetikHoldings .81 KornFerry .55 Methode Electronics .05 NorthernOil & Gas .45 OGEEnergy .425 OxfordIndustries .70 Quaker Houghton .508 RPMInternational .54 Stryker .88 TCEnergy .634 TCEnergy .618 TCEnergy .619 TD SYNNEX .48 Tecnoglass .15 Toronto-DominionBank .804 Toronto-DominionBank .79 Trinity Industries .31 Veralto .13 Watsco 3.30 WatscoB 3.30 ZimmerBiometHoldings .24
周一(7月27日) 无
周二(7月28日) YuanbaoADR 1.26
周三(7月29日) ApogeeEnterprises .27 NetApp .52 VSE .10
周四(7月30日) JohnsonOutdoorsClA .33 MarvellTechnology .06 NationalBeverage 3.25 VodafoneGroupADR .277
周五(7月31日) Amdocs .569 Bel FuseA .06 Bel FuseClB .07 CamdenNational .42 CityHoldingCo. .87 ConsolidatedWater .14 CumberlandPharm 1.50 EnsignGroup .065 FirstBusey .26 GlobalWaterResources .025 Immersion .075 InvestarHolding .12 McGrathRentCorp .495 Morningstar .50 Trinity Capital .17 VersaBank .018 WD-40 1.02 XeroxHoldings .025
周六(8月1日)-周日(8月2日) 无
NYSEAmerican (纽约证券交易所美国交易所)
NYSEAmerican (纽约证券交易所美国交易所)
周二(7月28日) 无
周三(7月29日) RileyExploration Permn .40
周四(7月30日) 无
周五(7月31日) LogProstyle .012
周六(8月1日)-周一(8月3日) 无
周一(7月27日)-周四(7月30日) 无
BARRONS.COM/DATA 市场实验室
| 交易所 | 新高 | 新低 |
|---|---|---|
| NYSE | 175 | 212 |
| Nasdaq | 271 | 633 |
| NYSE American | 8 | 38 |
仅包含普通股和房地产投资信托 (REIT) 股票
新高 Acme United China Pharma Income Opp Realty Natl Healthcare Optimum Bank Strawberry Fld REIT Tompkins Fin
新低 Aeon Biopharma Amcon Actinium Pharm AgEagle Aerial Apimeds Pharm BiomX Calidi Biotherap Catheter Prec Citro Tech DDC Enterprise EVI Industries Exodus Movement fly Exclusive Franklin St Prop Genius Group Goldgroup Mining Green Circle Inuvo Ivanhoe Electric Kairos Pharma Matinas BioPharma Mega Matrix NFT Nova Minerals Ocean Pwr Tech Oragenics Picard Medical Planet Green Rare Earths Americas Reed's Sachem Capital Southland Starfighters Space Stereotaxis Toppoint Volition RX Westwater Rscs
新高 10x Genomics 1st Source Acadia Hlthcr Aclaris Therap ACNB Advanced Biomed Affinity Bncshs Agric & Nat Solns A Aldel Fin II A Alerus Financial Amalgam Fin AmeriServ Fin Anterix Aperture AC Apex Treasury A Apogee Therap Archimede III Armada Acqn III Arrowhead Pharm AstroNova Bankwell Finl BioLife Solns BJ's Rest BlackHawk Acqn BlueBird Blueport Acqn A Bluerock Acqn A BOK Fin BrightSpring Broadwind Calumet Cantor Eq Ptrs V Capital City Bank Carter Bkshrs Cass Info Sys Central Banco CH Robinson Cheesecake Fct Chemung Finl Citi Trends Citizens & Northern City Holding Cmcl Bancgrp CO2 En Transition Collective Acqn II Columbia Finl Corcept Therap CSLM Digital III CSX Dave Diamondrock Dianthus Therap Diversified Hlthcr Drugs Made In Am Dyadic Int EDAPTMS Electronic Arts Enliven Therap Establish Labs Eton Pharm Euroseas FBBancorp Fin Institutions Finward Bancorp First Bus Fin Svcs First Citiz Bcsh A First Comm Bkshs First Com SC First Mid Bcshs First Tracks Bio Forte Biosci Fortrea Fortress Value V Frequency Elec General Purpose Acqn Gentherm H2O America Halozyme Therap Hanover Bancorp Harvard Ave A Helix Acqn III Hemab Therap Idea Acqn Illumina Indigo Acqn Indl Logistics Inflection Pt A Inflection Pt V Inhibikase Therap Instinct BioTechn Co Intl General Ins Iovance Biotherap Iron Dome Acqn I Jakks Pacific Jazz Pharm John Marshall Bncp Joyy Karat Pkg Keen Vision Acqn Kochav Defense Lakeshore Acqn III Lake Superior A LB Pharm LCNB Leapfrog Acqn LifeStance Health Liquidia Maravai Life Sci MBX Biosci Medpace Mercantile Bank MEvo Glbl Acqn II Midera Food Midland St Bncp Mid Penn Bancorp Millicom Intl Mkdwell Tech Monopar Therap Mountain Crest Acqn 6 Neutron NMP Acqn Noodles Norwood Fin Novocure NVE Ohmyhome Old 2nd Bcp OP Bancorp Open Lending Orrstown Fin Svcs Paccar PAMT Park-Ohio PC Connection Pennant Peoples Bncp OH Plains All Am Pipe Plains GP Popular Princeton Bncp Protagonist Therap Pulse Biosciences Puma Biotech QCR Holdings Quantumsphere Rapport Therap Red River Bcshs Republic Bcp KY A Richardson Elec Roman D BDR II Royalty Pharma S&T Bancorp Sabra Healthcare Safety Insurance SAIHEAT Scan Source Scribe Therap Inc SEI Investments Shore Bancshares Silence Therap Sionna Therap Solarius Cap A SoMO Bancorp Sophia Genetics SPAC Sphere Acqn STAK Starry Sea Acqn Stellar V Cap A Stone Bridge Acqn II Texas Ventures IV A Tribeca Strat Acqn Trinity Capital trivago Trustco Bank UroGen Pharma USCB Financial Viatris Vulcan Infrand Pwr A Wash Tr Bcp Werner Enterprises Wes Banco Westin Acqn Wintergreen Acqn WSFS Financial Xencor Xometry Ziff Davis
新低点 (NEWLOWS)
20/20Biolabs 5EAdvMatls 707Cayman Accuray AdagioMedical AethlonMedical AEye AGNT AIAI AIFinancial AirGlobal AIxCrypto AlarumTech AligosTherap AlnylamPharm AlphaModusA AlphaTech Alset AMASSBrands Amdocs AmerCoastalIns AntalphaPlatfm AntelopeEnterprise ArcturusTherap ArrayTech ArriveAI ARS Pharm Aterian AtlanticAmerican AtlasCriticalMnl AtlasLithium AtourLifestyle Auddia AustralianOilseeds authID AutonomixMed AvalancheTreasury AvaxOneTech BaiyaIntl BanzaiIntl BaoshengMedia BarfreshFood BeyondAir BeyondSpring BGM Group BicycleTherap BioceresCrop BiodexaPharm BioHarvestSci Biomerica BitFuFu BitOrigin Blaize BlueGold BluejayDiag Bonk BonNaturalLife BowmanConsult BOXABL Boxlight Brera BridgfordFoods ByrnaTech C3is CadrenalTherap CaliberCos Canaan CantorEqPtrsVII CardiffOncology Cardlytics CCH CDT EnvlTech CDT Equity CellyanBiotech CelsiusHldg CharterComms Cheche CheetahNetSupply ChicagoAtlRealEst Children'sPlace ChinaSXTPharm
CIDHoldCo CitiusPharm ClearmindMed ClearSignTech Cloudastructure Comcast A ComtechTel Copart CoreAI CreativeMedTech CSP CuranexPharm CXApp Cyabra Cycurion Cyngn DareBioscience DataStorage DeFiTechnologies DefsecTech DigitalCurrX Dominari DragonflyEnergy Dreamland E-Power EasternIntl EHang Eightco Einride ElectraBatteryMtls ElongPower enCoreEnergy Enlivex Enovix EnvericBiosci ENvueMedical EosEnergy EquipmentShare EvaLive EVgo EvolutionMtls Evotec eXoZymes Expion360 ExynTech EzgoTech FangddNetwork FaradayFuture FibroBiologics FilanaTherap FingerMotion FlashSports&Media FluxPower FTC Solar FutureFinTech Gaia Gauzy GeneralFusion GenerationIncm Genprex GeoVaxLabs GMEXRobotics GoldenSunTech GrandCanyonEduc Grandstand GreenlandEner Greenlane GreenproCap GreenwaveTech GRI Bio GSR VAcqn GuardforceAI Gyrodyne HadronEnergy HainCelestial HaoxiHlthTech HealthcrTriangle Heartbeam HeartcoreEnts HelportAI HertzGlobal Hesai HitekGlobal HoneywellAero HouseofDoge HubCyberSecurity Hydrofarm ICZOOMA IM Cannabis Imunon INLIF InnovativeEyewr InovioPharm Intellicheck IntelligentBio IntuitiveSurgical
INVOFertility IperionX iPower iSpecimen iTonic JaguarHealth Jet.AI JianzhiEduc Jiayin JinxinTech JupiterNeurosci KALA BIO Knightscope KWaveMedia Lakeside Largo LaRosa LiBangIntl LibertyBroadbandA LibertyBroadbandC LibertyDefense LibertyGlobalA LibertyGlobalC LichenIntl LiftoffMobile LionGroup LiqTechIntl LisataTherap LivePerson LotusTech MackenzieRealty MaisonSolutions ManhattanBridge Masonglory Megan Merlin MetalphaTechnology MetalsRoyalty Microvast MicroVision Micware Mint MiraPharm Mobile-health ModularMed MuranoGlblInvts MySize NaturalAlt NauticusRobot NetClassTechnology NeuroOneMed NeuroSense Newegg NewGenIvf NexentisTech NexeraTech NexGel NexMetalsMining NiagenBio Nocera NuCana Nuwellis OctaveIntel OFA Group Onconetix One&OneGreen Onfolio OrionDigital ParamountSkydance ParanovusEntTech Pegasystems PepsiCo Peraso PharmaCyteBiotech PingAnBiomed PliantTherap PMGC PolaryxTherap PomDoctor PopCulture PowerCompute PowerSolutions PRF Tech Primech ProceptBio ProfDiversity Profusa ProKidney PurpleBiotech PurpleInnovation QuantumScape QumulusAI RadiopharmTher RamacoRscsA RamacoRscsB reAlphaTech
RebornCoffee ReconTech RedCloud RedHillBio ReinTherap ReitarLogtech RekorSystems RenttheRunway RepublicPower ResearchFrontiers RichSparkle RMGMLSports RobinEnergy Rubico SanuwaveHealth ScribeTherapInc SenesTech Senseonics SenstarTech SentiBiosciences SeresTherap ServeRobotics SevenHillsRlty ShoeStation SIGA Tech SilexionTherap SilvercrestAsset SimplyGoodFoods SiNtxTech SLScience SNDL SocketMobile SolidPower SpaceX SperoTherap SteakholderFds SUGroup Sui SunPower SunshineBio SuperLeagueEnt SuperXAITech SurgePays SynergyCHC T3Defense Taoping Teamshares TechTarget TelomirPharm TempestTherap TenonMedical TevogenBio The9 TilrayBrands TizianaLife TNL Mediagene TomiEnvl TonixPharm TradeDesk TrawsPharma TreasureGlobal TribecaStratAcqn TrinityBiotech TryHard TScanTherap Tucows uCloudlink USGoldMining ValionBio Valneva VCIGlobal Veea Vestand VicorePharma Virtuix VisionMarineTech Vivakor VivoSimLabs VivosTherap VSeeHealth WeBuyGlobal Wellchange WeShop WetourRobotics WheelerREIT WiMiHologram Winmark WynnResorts XCHG XIAO-I Yimutian YXT.COM ZeoEnergy ZeroStack ZetaNetwork ZhibaoTech
ZSquared
AIInfrAcqn AXISCapital Aegon AlbanyIntl Allstate AlpineIncmProp AmerantBncp AmerHlthcrREIT AmerStWater AmericanWell AppleHospREIT AppliedIndlTech ADM ArdaghMetalPkg Ashland AvidiaBancorp BancCalifornia BankofAmerica (美国银行) BrinkerIntl BrixmorProp BrookfieldInfr BylineBancorp CBL&Assoc CNAFin COPTDefenseProp CVSHealth CalWtrSvc CanNtlRlwy CareTrustREIT CharlesRiverLabs Chemed ColonyBankcorp Concentra CoreCivic Corteva CovenantLogist Crane CrownHoldings Csquare Cullen/Frost CurblineProp DHIGroup Danaos DelekLogistics DelekUS DieboldNixdorf DigitalBridge DisciplinedGrwthA EPRProp EQVVenturesIIA EdisonIntl Emera Everest FirstAmerFin FirstBanCorp FlotekIndustries Fortis FutureFuel GeneralDynamics GenworthFin GettyRealty GlobalShipLease GreifB GreifA GrupoCibest HFSinclair HSBC HamiltonIns HealthcareRealty HealthpeakProp Hexcel HomeBancShares HowmetAerospace INGGroep Imax IntlSeaways JPMorganChase (摩根大通) JanusLiving Kinetik KiteRealty Koppers LTCProperties LXPIndustrial Labcorp LifeTime MSCIndustrial ManulifeFinl MarathonPetrol MitsubishiUFJ NaviosMaritime NorfolkSouthern
OFGBancorp OGEEnergy OceaneeringIntl OkeanisEcoTankers OmegaHealthcare OriginBancorp Orix Ovintiv PACSGroup PBFEnergy PackagingCpAm ParPacific ParkHotels PebblebrookHotel PelagosInsCapital PembinaPipeline PenskeAuto PhilipMorris Phillips66 PitneyBowes PrudentialFinl QuantumLeapAcqn QuasarEdgeAcqn QuestDiag RLJLodging RTX RXO ReinsGrp RenaissanceRe RingCentral RushStreetInt RyersonHolding RymanHospitality SafeBulkers SelectWater Sinda SiriusPoint SmartFinancial SonocoProducts SouthBow SunLifeFinancial Sunoco SuperGroup TargaResources TechnipFMC Travelers TriumphFinl Unitil UltraparPart UnionPacific UnitedRentals ValeroEnergy Ventas Victoria'sSecret VikingAcqnII Wabtec WaterBridgeInfr Welltower WestPharmSvcs WesternMidstrm WisdomTree WorldKinect XeniaHotels Yeti Youdao
AMTDIDEA Albertsons ApartmtInv ApolloComRlEst AppliedAerspc&Dfns AutoZone B&GFoods BauschHealth BigBear.ai BlackstoneMtg
该指数是 50 支领先股票的加权平均值，适用于证券估值。来源：巴伦统计数据 (Barron's Stats)
| 指标 | 7月23日 (2026) | 7月16日 (2026) | 7月 (2025) | 同比变动 % |
|---|---|---|---|---|
| 标准普尔 500 指数 | 7408.30 | 7533.77 | 6311.98 | 17.37 |
| 巴伦 50 指数 | 17914.95 | 17880.30 | 15165 | 18.14 |
| 预计季度盈利 | 190.59 | 152.59 | 153.64 | 24.05 |
| 年化预计盈利 | 762.38 | 610.35 | 614.57 | 24.05 |
| 年化预计市盈率 | 23.50 | 29.30 | 24.72 | –4.94 |
| 五年平均盈利 | 659.15 | 643.95 | 575.7 | 14.50 |
| 五年平均市盈率 | 27.18 | 27.77 | 26.34 | 3.17 |
| 年末盈利 | 654.31 | 616.30 | 557.6 | 17.33 |
| 年末市盈率 | 27.38 | 29.01 | 27.20 | 0.67 |
| 年末盈利收益率, % | 3.65 | 3.45 | 3.7 | –0.68 |
| 最高评级债券收益率, % | 4.77 | 4.60 | 4.6 | 4.15 |
| 债券收益率/股票收益率, % | 1.31 | 1.33 | 1.25 | 4.85 |
| 实际年末股息 | 286.05 | 285.96 | 272.10 | 5.13 |
| 实际年末股息率, % | 1.60 | 1.60 | 1.79 | –11.01 |
54 巴伦周刊 (BARRON’S) 2026年7月27日 其他观点 (OTHER VOICES)
联邦债务真正产生影响之时
在 20 世纪 80 年代，日本的半导体产业在许多人的惊愕中超越了美国生产商。日本的优势并非来自技术，而在于资本成本。在低利率的“系列企业”（keiretsu）贷款和与政府保持一致且有耐心的银行支持下，日本公司能够以美国竞争对手无法企及的条件，为数十亿美元的晶圆厂提供融资。在十年之内，日本控制了全球半导体市场的一半以上。
美国现在面临着类似的资金困境，只不过这次是面对中国，且竞争焦点是人工智能而非半导体。
作者：RAPHI SCHORR 作者是 HighVista Strategies 的副首席投资官，该公司是一家总部位于波士顿的替代资产管理公司。
人工智能的领先地位将取决于充足的电力、输电和数据中心容量，而所有这些都需要长期的、大额的融资，而这类融资在美国正变得日益昂贵。大多数在凯恩斯主义框架下工作的经济学家和投资者都在询问 AI 需求是否会使经济过热。而更相关的问题是，资本价格是否会限制其供应。
在 2008-09 年金融危机之后的零利率时代，随着家庭去杠杆，消费者信贷保持受限，而生产商则享有极高的资本获取能力。结果是供应充足、需求温和且通胀较低。当前的体制则更接近于此的相反面：消费者信贷已经扩张，而生产商——特别是那些我们需要其构建 AI 经济物理基础的生产商——正面临一代人以来最高的资本实际成本。十年期通胀保值债券（TIPS）的实际收益率目前远高于 2%，这是自 2008 年以来最高且持续的水平，大约是过去十年平均值的两倍。对于长寿命资产而言，实际利率（剔除预期通胀后的名义利率）才是关键。一个基础设施项目的全额名义资本成本大约等于实际利率加上预期通胀，再加上项目融资溢价。在通胀预期接近 2.3%（大约是 10 年期 TIPS 盈亏平衡点所在位置）且典型项目融资溢价为 3.5% 的情况下，0% 的实际利率意味着全额资本成本约为 6%。在今天的实际利率下，这一成本约为 8%。这两个百分点的差异使 30 年期资产的年度债务还本付息增加了约 20%。每一座输电塔、每一台燃气轮机和每一吉瓦的新核电容量都承担着这项附加费，而原因仅仅是实际利率的水平。
有几种结构性力量正将实际利率推高并使其维持在高位，且其中没有一项是周期性的。首先是美国国债供应量的增加。2000 年，美国联邦债务约为 $5.6 万亿。目前该数额正接近 $40 万亿，且每年以约 8% 的速度复合增长——比名义国内生产总值（GDP,）快四个百分点。政府问责局（GAO）预计，公众持有的债务很快将超过 GDP 的 106%，这是二战以来的历史最高点，并将在一代人之内增长到 200%。仅在接下来的十年中，政府的年度利息支出将增加一倍多，达到 $2.1 万亿。政府负债是决定资本成本最重要的因素：随着联邦、州和地方政府发行更多债务，他们与私营部门在同一个长久期资金池中展开竞争。
政府问责局预计，公众持有的债务很快将超过 GDP 的 106%，并在一代人之内增长到 200%。
储蓄，从而推高了实际利率。这就是经典的“挤出效应”，即主权资产负债表决定全国每一个长期基础设施项目的定价机制。人口结构进一步加剧了这一问题。工业化世界的税基正在萎缩。几乎所有发达经济体的生育率目前都低于更替水平。在美国，总生育率已降至 1.6，导致人口增长依赖于移民，而联邦政策目前正在限制移民。当名义债务以每年 7% 到 8% 的速度复利增长，而偿还债务的人口停滞不前时，每个工人的债务负担就会迅速上升。联邦人均债务已从 2000 年的 $20,000 增长到今天的约 $120,000。这种财政轨迹无法轻松容纳下一代支出增长。然而，巨大的支出恰恰是 AI 建设所需要的，而在这方面
与中国的对比非常鲜明。由于涡轮机短缺，美国缺乏足够的燃气发电能力，几乎没有新的核电产能，且为两者融资的资本成本高昂。相比之下，中国在 2024 年增加了约 429 吉瓦的新电力容量，是美国的八倍多，并且运营着近 60 吉瓦的核电容量，由国家主导的银行以低于 2% 的政府债券收益率提供资金。美国在三十年里仅从零开始完成了两座大型反应堆；它们大约花费了 14 年时间和约 $35 billion 资金才完工。不过，仍有乐观的理由。围绕 AI 经济的信贷形成正通过私人信贷、基础设施债务、超大规模云厂商支持的购电协议以及数据中心建设的项目融资而加速。但最终，在领导 AI 经济方面处于最佳位置的国家，将是那些私营部门能以最低资本成本为长期投资提供融资的国家。在决定这一结果的变量中，没有哪个比联邦债务发行路径更为关键。 B
插图：Daniel Downey
S
读者来信
社会保障削减做准备
作者：ELIZABETH O’BRIEN
社会保障（Social Security）不会消失。即使在最糟糕的情况下，你仍能获得部分承诺的福利——但具体金额取决于国会在修复社会保障恶化的财务状况方面能取得怎样的成效。国会山最近提出的一项立法旨在为解决该问题提供框架。但如果国会不采取行动，支撑支付的退休信托基金预计将在 2032. 年枯竭。一份新报告模拟了一些可能的结果，并可能帮助准退休人员针对这种不确定性制定计划。
如果国会未能采取行动，当前和未来的社会保障领取者将面临自动的福利削减。根据面向财务顾问的医疗保健分析公司 HealthView Services 的报告，一对平均年龄 54 岁的夫妇将在终身福利中损失高达 $194,500，而高收入夫妇则将损失高达 $509,000。如果国会采取行动，则可能会出现另一套削减方案，形式为提高税收或减少福利。国会可能不得不两手抓，同时免除当前领取者的任何削减。
国会可以通过将领取 100% 挣得福利的完全退休年龄从目前的 67 岁提高到 68. 岁来实施削减。根据 HealthView Services 的数据，这将导致一对平均 54 岁的夫妇损失 $72,287，而高收入夫妇将损失 $252,522.
大多数专家预计国会最终会采取行动。通过立法将防止福利自动削减，而且没有政治家希望在自己的任期内看到老年人的收入被削减。根据现行法律，社会保障只能从该计划的专用资金来源（包括工资税和信托基金储备金）中支付福利。如果基金储备在 2032, 年被允许耗尽，那么福利将仅限于工资税，而这不足以支付全额款项。
对此你可以怎么做？一种解决方案是开始增加储蓄。根据 HealthView 的数据，对于一对等到 70 岁才申请福利的平均收入 54 岁夫妇来说，今天一次性投资 $52,854 即可弥补自动福利削减的损失。对于最高收入夫妇，假设年化回报率为 6%，则需要投资 $123,873 才能填补缺口。如果国会最终将完全退休年龄提高一年，那么今天投资 $21,392 即可为平均收入夫妇弥补差额，而投资 $75,628 则可为高收入夫妇填补缺口。
一对假设的 54 岁夫妇将在 2034 年达到 62. 岁时首次有资格领取福利。额外的储蓄应该投向哪里？取决于你的年龄，你可以沿用当前的股票和债券组合。或者考虑像 Vanguard Balanced Index 这样的基金。该投资组合约 60% 持有股票，40% 持有债券，过去十年的年化回报率为 9.5%。
请记住，如果福利没有被削减，你可能会储蓄过多。立法者可能会豁免距离退休，比如 15 或 20 年内的人员。这就是他们在 1983, 年所做的，那是国会上一次为了挽救社会保障财务状况而进行重大改革的时候。在其他条款之余，该改革非常缓慢地将完全退休年龄从 65. 岁提高到了 67 岁。出生于 1938, 年、当时 45 岁的人群是第一批受到影响的群体。
尽管如此，最安全的假设是，如果你现在低于 45 岁，你将看到福利计算公式的变动，这将导致在拥有相同工作历史的情况下，你获得的福利少于你父母所获得的。许多美国人预期无法从社会保障中获得任何资金，但这会给你带来不必要的压力，要求你 100% 地弥补损失的福利。只要工人继续缴纳工资税，收入就会继续流入该计划，大部分福利也将继续支付。B
长期投资
致编辑： 凭借超过 $620 十亿的巨额合同积压订单，低于 25 倍的市盈率以及健康的利润率，微软在我的长期投资组合中占有一席之地（见 7 月 17 日封面故事《如何在软件股的残骸中寻找廉价机会》）。 Ashford Gorejena 通过 Barrons.com 提交
致编辑： 企业失败的原因有两个：1) 缺乏管理，以及 2) 缺乏资本。在阅读了《在经历史诗级跌落后，IBM 面临漫长的重返主流之路》（7 月 17 日）后，看来 IBM 存在管理问题，如果任其不管，将导致资本问题。 作为一名股东，我读到首席执行官 Arvind Krishna 的评论时感到震惊，他说：“我们适应和执行的速度不够快，许多大宗交易未能按照我们预期的时间表完成，导致了我们大部分的缺口。” 在我看来，Krishna 现在的处境岌岌可危（his heels on banana peels），他需要明白这样一个格言：一名销售员的价值仅取决于他上个月的表现。 在销售额和专注度的缺乏触发研发资金削减并影响股东分红之前，这家“蓝色巨人”是时候更换管理层了。 Jon C. Jacobson 圣迭戈
致编辑： 运动员通常不擅长理财，而 Mohamed Coulibaly 似乎拥有极佳的接触渠道，使他能够一步步实施诈骗（见 7 月 15 日《NFL 球员成为使用假 Shopify 店铺的电子商务计划目标》）。 为什么体育团队没有一个经过核准的财富管理计划，或者一个经过审核、将资金投资于枯燥且安全项目的专业人士？ Kyle Daly 通过 Barrons.com 提交
致编辑： 好了，各位，让我们消除关于这份名单的年度焦虑（见 7 月 17 日《美国 Top 100 女性财务顾问：如何让更多女性进入领导岗位》）。现实情况是，随着人口老龄化，大量财富将转移到寡妇手中。许多寡妇将寻找财务顾问，而这些寡妇在与女性财务顾问打交道时可能会感到更舒适。因此，这份名单为研究女性顾问的人提供了一个起点。 Michael Scott 通过 Barrons.com 提交
请将信件发送至 Mail@Barrons.com。 为了被考虑发表，通信必须包含作者的姓名、地址和电话号码。 信件可能会经过编辑。
The Barron’s Daily 是我们为您提供当日所需知晓信息的晨间简报。 请在 barrons.com/newsletters 注册。
更正与补充
费城老鹰队在 2025. 年赢得了超级碗。上周关于假 Shopify 店铺的文章将其年份错误地写成了 2026 年。
技术革命并非即将到来。它已经正在重写每一个行业、每一个投资组合，以及你认为你所了解的关于市场的每一条规则。三天。一座城市。专家们将准确地告诉你下一步该把钱投在哪里。
主导新经济
This edition of %was originally published in the United States and reprinted locally for regional distribution.
VOL. CVI NO. 30 JULY 27, 2026 U.S. EDITION
2 BARRON’S July 27, 2026 INDEX
A AbbVie . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Adobe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Advanced Micro Devices . . . . . . . . . . . . . . . . . . . 25 AeroVironment . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Alphabet. . . . . . . . . . . . . . . . . . . . . . . . . .4,5,30,33,36 Amazon.com. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6,30 Angel Oak Mortgage. . . . . . . . . . . . . . . . . . . . . . .34 Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,30 Applied Aerospace & Defense . . . . . . . . . . . . . 21 Arm Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 AST SpaceMobile. . . . . . . . . . . . . . . . . . . . . . . . . .21
B Bank of America . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Banorte. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32 Berkshire Hathaway . . . . . . . . . . . . . . . . . . . . . . . 34 BlackRock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Boeing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,21,22
C Caterpillar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Cerebras Systems . . . . . . . . . . . . . . . . . . . . . . . . . 25 Charles Schwab. . . . . . . . . . . . . . . . . . . . . . . . . . . .23 Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5,6 Cognizant Technology Solutions. . . . . . . . . . . .30 Cohen & Steers Pref Securities & Income . 24 Comcast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Corebridge Financial . . . . . . . . . . . . . . . . . . . . . . 13 Corp. Inmobiliaria Vesta . . . . . . . . . . . . . . . . . . . 32
D Daktronics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34 Danaher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Digital Realty. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24 Doosan Enerbility. . . . . . . . . . . . . . . . . . . . . . .11,12
E Elevance Health . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Energizer Holdings . . . . . . . . . . . . . . . . . . . . . . . . 34 Equinix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 European Union . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 ExxonMobil Holdings . . . . . . . . . . . . . . . . . . . . 6,31
F Freedom 100 Emerging Markets. . . . . . . . . . .23
G GE Vernova . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Global X US Infrastructure Development . . 12 GMO Dynamic Allocation . . . . . . . . . . . . . . . . . . . 4 Goldman Sachs Group . . . . . . . . . . . . . . . . . . . . . 33 Grupo Mexico . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,12
H Hanwha Aerospace. . . . . . . . . . . . . . . . . . . . . .11,12 Hyosung Heavy Industries . . . . . . . . . . . . . . 11,12
I Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Intuitive Surgical . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Invesco KBW Bank . . . . . . . . . . . . . . . . . . . . . . . . 24 iShares MSCI Mexico. . . . . . . . . . . . . . . . . . . . . .32 iShares MSCI South Korea . . . . . . . . . . . . . . . . 12
Our index lists significant companies mentioned in stories and columns, plus Research Reports, and Corrections & Amplifications. The references are to the first page of the item in which the company is mentioned.
iShares US Infrastructure . . . . . . . . . . . . . . . . . 12
iShares US Medical Devices . . . . . . . . . . . . . . . . 7
J Jacobs Solutions. . . . . . . . . . . . . . . . . . . . . . . . .11,12 Johnson & Johnson . . . . . . . . . . . . . . . . . . . . . . . . . 7 JPMorgan Chase. . . . . . . . . . . . . . . . . . . . . . . .11,24
Lachlan Murdoch, Executive Chairman, News Corp Rupert Murdoch, Chairman Emeritus, News Corp Robert Thomson, CEO, News Corp Almar Latour, CEO, Dow Jones
EXECUTIVE VICE PRESIDENT AND GENERAL MANAGER Dan Shar
SENIOR EXECUTIVE EDITOR, WEALTH & INVESTING Bob Rose
SENIOR MANAGING EDITORS Alex Eule, Lauren R. Rublin
EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt
MANAGING EDITORS Matt Bemer, Abby Michaelson-Carmel, Daren Fonda, Amey Stone, Joe Woelfel
SENIOR MARKETS EDITOR Alex Rosenberg
ASSISTANT MANAGING EDITORS Nathaniel Baker, Mel Gray, Liz Moyer, Mary Romano, Robert Sabat, Rupert Steiner (London bureau chief)
ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough,ReshmaKapadia, Al Root
SENIOR WRITERS Bill Alpert,Martin Baccardax,NicoleGoodkind, Paul R. La Monica, Megan Leonhardt, Adam Levine, Joe Light,Elizabeth O’Brien,Teresa Rivas, Ian Salisbury, Avi Salzman, Laura Sanicola, Rebecca Ungarino
REPORTERS JacobAdelman,NaomiBuchanan, DougBusch,ToddChanko, JanetH.Cho, AdamClark, Nick Devor, CatherineDunn,SabrinaEscobar,GeorgeGlover, Anita Hamilton, CallumKeown, Evie Liu, Shaina Mishkin, Kit Norton, Angela Palumbo, Josh Schafer, Abby Schultz, Connor Smith, Jacob Sonenshine, Mackenzie Tatananni, Karishma Vanjani, Dan Victor, Andrew Welsch, Nate Wolf
STORY EDITORS Emma Higgins, Erin McCarthy, Patrick O’Donnell, Stacy Ozol, Emily Russell, Ross Snel, Neal Templin, J.J. Thompson, Michael Topel
COPY DESK Michael J. Burlingham, Robert Teitelman
DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary
DIGITAL PRODUCERS Robert Cushing, Clare McKeen
ART DIRECTORS Shayanne Gal, Sue Ng, Lynne Tuttle
DATA VISUALIZATION AND GRAPHICS EDITOR Elijah Nicholson-Messmer
DEPUTY PHOTO DIRECTOR Karen Frank PHOTO EDITORS Alis Atwell, Nicole Silver
STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima
ADVERTISING SERVICES MANAGER James H. Balmer
NEWS editors@barrons.com STATISTICS barronsstats@barrons.com CUSTOMER SERVICE 800-544-0422
GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Jack Otter
Barron’s is a trademark of Dow Jones and its affiliates. Barron’s (USPS 044-700) (ISSN 1077-8039) Published every Monday. Editorial and Publication Headquarters: 1211 Avenue of the Americas, New York, N.Y. 10036. Periodicals postage paid at Chicopee, MA and other mailing offices. Regular U.S. subscription rate: one year, $359.88. Entire editorial content of this publication copyrighted by Dow Jones & Co., Inc. and must not be reproduced in whole or in part without special permission. Unsolicited manuscripts should be accompanied by self-addressed envelope with proper postage. All advertising published in Barron’s is subject to the applicable rate card, copies of which are available from the Advertising Director, 1211 Avenue of the Americas, New York, N.Y. 10036. Barron’s reserves the right not to accept an advertiser’s order. Only publication of an advertisement shall constitute acceptance of the advertiser's order. Postmaster: Send address changes to Barron’s, 200 Burnett Rd., Chicopee, MA 01020.
K Kraft Heinz. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31 Kratos Defense & Security Solutions. . . . . . .21
L LIG Defense&Aerospace . . . . . . . . . . . . . . . . 11,12
M Martin Marietta Materials. . . . . . . . . . . . . . .11,12 Mastercard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Merck . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
EDITOR IN CHIEF Ben Levisohn
EDITOR AT LARGE Andy Serwer
NEWSLETTER EDITOR Azure Gilman
HEAD OF VISUALS Chelsea Schiff
RESEARCHER Dan Lam
For Customer Service, call 1 (800) 544-0422, or go to customercenter.barrons.com. For reprints of articles, call 1 (800) 843-0008, or go to djreprints.com.
Metalla Royalty & Streaming . . . . . . . . . . . . . . 34 Meta Platforms . . . . . . . . . . . . . . . . . . . . . 6,25,30,33 Micron Technology . . . . . . . . . . . . . . . . . . . . . . . . 33 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,25,30,33 Morgan Stanley. . . . . . . . . . . . . . . . . . . . . . . . . . . .24
MP Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
N Nano Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4,7,25,30
O Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
P PNC Financial Group . . . . . . . . . . . . . . . . . . . . . . 24 Procter & Gamble . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Q Qualcomm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
R Regions Financial. . . . . . . . . . . . . . . . . . . . . . . . . .24 Rocket Lab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Rockwell Automation. . . . . . . . . . . . . . . . . . . .11,12 Roundhill Memory . . . . . . . . . . . . . . . . . . . . . . . . . 23
S Samsung Electronics . . . . . . . . . . . . . . . . . . . . 11,12 SK Hynix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,12 Southern Copper . . . . . . . . . . . . . . . . . . . . . . . . 11,12 SpaceX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,21 Starbucks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 State St Health Care Select Sector SPDR . 29 State St Industrial Select Sector SPDR . . . . 11 State Street SPDR S&P Bank . . . . . . . . . . . . . 24
T Tema US Manufacturing & Reshoring. . . . . .11 Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,22,30 Thermo Fisher Scientific. . . . . . . . . . . . . . . . . . . . 7
U United Rentals . . . . . . . . . . . . . . . . . . . . . . . . . . 11,12
V Vanguard Balanced Index. . . . . . . . . . . . . . . . . .55 Visa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
W Walt Disney . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Wells Fargo. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24 Welltower. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24 WillScot Holdings . . . . . . . . . . . . . . . . . . . . . . . 11,12
07.27.26 VOL.CVI NO.30
10 COVER STORY
10 Ways to Play the Global Manufacturing Boom The buildout goes well beyond AI data centers, with companies such as Jacobs Solutions, United Rentals, and Rockwell Automation poised to reap the benefits.
RESHMA KAPADIA
FEATURES
Abbott, Danaher, and 4 More Medtech Bargains
BILL ALPERT
Musk Is Losing His Magic—and Tesla Is Paying the Price
AL ROOT
AL ROOT
This SpaceX Supplier Could Rocket 40% Higher in a Year
America’s 250: How ‘Wealth of Nations’ Helped Shape the U.S.
KENNETH G. PRINGLE
Q&A: Cato Institute’s Jai Kedia Has a Plan for Fixing the Fed
EMILY RUSSELL
Other Voices: The Federal Debt Will Constrain AI Spending
RAPHI SCHORR
Illustration by Matthew C. Kramer
13 KAREN HUBE The 100 Best Annuities: A Shopping Guide Products that protect you from running out of money in retirement are increasingly popular, and for good reason. How to pick the right one—and avoid potential pitfalls.
ONTHECOVER Illustrationby JaceyTec DEPARTMENTS COLUMNS
4 RANDALL W. FORSYTH — UP & DOWN WALL STREET
5 JACK HOUGH — STREETWISE
23 LEWIS BRAHAM — FUNDS
24 IAN SALISBURY — INCOME INVESTING
24 GEORGE GLOVER — ECONOMY
25 ADAM LEVINE — TECH TRADER
29 ALEX ROSENBERG — THE TRADER
32 CRAIG MELLOW — INTERNATIONAL
2 INDEX OF COMPANIES
6 REVIEW & PREVIEW
34 INSIDE SCOOP, 13DS
35 WINNERS & LOSERS
36 MARKET VIEW
55 MAILBAG
ONTELEVISION WatchBarron’s Roundtableon FoxBusiness Fridaysat7:30 p.m.ETand Saturdaysand Sundaysat 9:30a.m.and 10:30a.m.
BARRON’S July 27, 2026 UP & DOWN WALL STREET
Danger for Markets. TIPS Are a Good Bet. T
hings are getting real. That is, when it comes to interest rates. And that’s sending a reality check through the bond and stock markets. Real risk-free bond yields haven’t been this high in years. Real five-to-10- year yields hadn’t reached current levels since 2023-24. As for 30-year maturities, you would have to go back to the 2008-09 financial crisis to encounter real yields of nearly 3%. Real interest rates are what you earn after the bite taken by inflation. When you can earn a healthy real rate with little or no risk, a risky invest- ment needs to offer a significantly higher return. It isn’t for nothing that the S&P 500 suffered its first two-week losing streak as real yields, as represented by Trea- sury inflation-protected securities, or TIPS, hit multiyear highs. Regular and nominal Treasury yields also rose to multimonth and multiyear highs on the resurgence of Brent crude oil, which passed the $100-a-barrel mark on Thursday for the first time since May. The rise in real interest rates pres- ents both dangers and opportunities for investors. “Investors are being well compensated for owning TIPS,” said John Thorndike, co-head of asset allocation at GMO, who noted that the firm has been adding long-term TIPS to its multi-asset portfolios, including its GMO Dynamic Allocation exchange-traded fund. For those with a longer time hori- zon, TIPS offer a way to hedge the risk
Real yields, as represented by Treasury inflation- protected securi- ties, are hitting multiyear highs.
BY RANDALL W. FORSYTH
of persistently higher inflation rates. To illustrate, the benchmark 10-year Treasury note yielded 4.68% this past week, while the corresponding TIPS maturity provided a real yield of 2.42%. The difference between the two yields represents the “break-even” inflation rate of 2.26% that the market implicitly expects. If the annual in- crease in the consumer price index is greater during the next decade, TIPS’ inflation compensation will make them the better buy. The rise in real yields means the market is pricing in a higher cost of capital, Thorndike explained. That reflects the demand for funding the buildout of artificial-intelligence proj- ects, the robust accompanying need for energy projects, and the “term pre-
mium” to compensate investors for the risk of government borrowing to cover huge and persistent deficits. Real yields also reflect Federal Re- serve policies, Alex Malitas of Bianco Research Advisors pointed out in a client note on Friday. He found that when the Fed was actively engaged in quantitative easing—the purchases of government securities to pump liquid- ity into the financial system—from 2009 through early 2022, the 10-year TIPS real yield averaged just 0.23%. By contrast, in the pre-QE period from the turn of the century to 2009, the real 10-year yield averaged 2.74%. “We have argued the current period should look like the pre-money-print- ing period, and it does,” he wrote. “It also means 10-year real yields can go much higher before they become too restrictive (probably above 3%).” Of course, Fed Chairman Kevin Warsh has made shrinking the Fed’s balance sheet a long-term goal, which would be the opposite of “money printing.” F
or riskier investments, higher real interest rates necessarily mean a lower present valua- tion of the stream of future earnings. That effect appears to be hitting stocks of late, especially those involved with AI. Until recently, the technology sector
Technology profits are being flattered in a manner that recalls the dot-com era, according to noted short seller Jim Chanos.
was said not to be in a valuation bubble but instead an earnings bubble. As a result, based on analysts’ earnings for the coming 12 months, the price/earn- ings ratio for the S&P 500 is under 20, a relatively undemanding valuation. But profits are being flattered in a manner that recalls the dot-com era, according to Jim Chanos, who now manages his own money at a firm bear- ing his name and is renowned for his short calls on overvalued stocks. Accounting protocols make the numbers look even better, he explained in an interview. Sellers of equipment for the AI boom, such as Nvidia, book the revenue and profits from their sales immediately. Buyers of the equipment, like hyperscalers such as Alphabet, don’t immediately expense those pur- chases in their profit-and-loss state- ments. The capital equipment is depre- ciated over its presumed useful life. And for equipment purchased and not yet “plugged in,” the expense isn’t recognized until it’s put into service. The markets are coming around to recognize this accounting effect. This year, chip stocks are up sharply even after a recent correction, while hyper- scalers have flatlined, at best. The reac- tion to Alphabet’s earnings report this past week starkly illustrated this. In- vestors focused on the Google parent’s negative free cash flow owing to pro- jected AI capex of as much as $205 billion this year. So far this year, Al- phabet has had to raise nearly $85 bil- lion in stock and bond sales, a turn- about for a company that had easily funded capital needs internally. With real rates moving higher, the cost of financing is going up for the AI boom. The odds of the Fed raising its short-term rate target at this com- ing week’s policy meeting crept up to about 36% on Friday from 13% a week earlier, according to the CME FedWatch site. But a quarter-point increase by the Fed’s mid-September confab had about an 80% chance, given that inflation remains above the Fed’s 2% target and there has been a renewed surge in oil prices. All of which adds up to a real problem for markets. B
July 27, 2026 BARRON’S 5 STREETWISE
Here. Will Euphoric Be Good Enough? I
tend to use “rapturous” too much. Must be all that Sun- day school as a kid. So let’s just say that with second- quarter financial results roll- ing in, the earnings growth rate is trending somewhere between fresh-baked manna and an- gels with trumpets. But will it be enough to smite the bears? At the end of last year, Wall Street analysts who ventured guesses on second-quarter earnings predicted 14% growth, on average. It’s a fairly common forecasting practice to use plus-size numbers as placeholders for distant quarters, and then lower esti- mates to more beatable levels as re- porting season approaches. But that’s not what happened this time. By the end of June, analysts were predicting 22% earnings growth. This past Thursday, with numbers already in for about a fifth of S&P 500 compa- nies, growth was pegged at 25%. Ever- core ISI, extrapolating the amount by which companies have been beating earnings forecasts, says we could end up with close to 28% growth. That’s four times the typical annual growth rate since World War II. Stock market gains have lately lagged behind. Far be it from me to complain about them—the S&P 500 has quadrupled investor money over the past decade. This year, it made 10%, or a typical full year’s return, by mid-May. But now it’s late July, and we’re only up around 9%, despite these transcendent financial results. Who do I talk to about a courtesy rally? There are justified concerns. Re- newed Iran strikes have pushed Brent
BY JACK HOUGH
crude oil back to $100 a barrel and U.S. gasoline to $4 a gallon. Bond yields are up. And China, deprived of America’s best artificial-intelligence chips, has figured out how to Gilligan’s Island its way to good-enough supercomputing at a discount. Whereas the television castaways put a bamboo stationary bicycle to cre- ative use, China’s approach leans more on open-source software and massive arrays of optimized workaday chips. One investment bank compares the U.S.-China AI battle to the Betamax- VHS videocassette war of the 1980s. Beta was technically better, but VHS, the winner, was good enough and cheap to license. This explains why Alphabet stock tanked 7% on Thursday after the com- pany reported sharply higher revenue and earnings, including those from cloud computing. It also raised capital expenditure guidance by $15 billion this year to $200 billion at the mid- point of its range, and said next year’s spending will “increase signifi- cantly”—as Morgan Stanley reckons, to $375 billion, or close to the value of
BARRONS.COM/PODCASTS
In a weekly podcast by Barron’s, columnist Jack Hough looks at the companies, people, and trends you should be watching. This is Wall Street like you’ve never heard before. Subscribe to Barron’s Streetwise on Spotify, Apple Podcasts, or your favorite listening app.
Coca-Cola or Caterpillar. That is turning free cash flow sharply nega- tive. Alphabet has been raising cash by issuing bonds. Jonathan Golub, chief equity strat- egist at Seaport Research Partners, remains bullish on the broad U.S. market. “There’s this general assump- tion the stock market’s gone up too fast and therefore that’s a problem,” he says. “But if you buy a stock for more money, it’s not necessarily more expensive as long as the earnings that stock generates are going up as well.” AI companies appear to be investing into ravenous demand, not ahead of it, says Golub. The median S&P 500 com- pany is growing earnings at a sustain- able-looking 8.5%. In tech, Golub is more confident in semiconductors and hardware than in the hyperscale data- center builders because of the cash- flow concerns. Outside of tech, he calls financials “really underestimated,” but says defensive investors should prefer Treasury bills to many consumer sta- ples stocks, due to weak growth. L
et’s turn to how I recently lost billionaire status, which was made more painful by my never having realized I had achieved it to begin with. “Are you a time billionaire?” asked analysts in a new report from Deutsche Bank. That’s someone who has a billion sec- onds left to live, or around 31½ years. I’m normally a big fan of new, gim- micky ways to describe simple con- cepts. I no longer nap, for example—I practice circadian management. “Time billionaire” is just another term for young, so I was ready to go all in. But out of curiosity, I did the actuarial math.
Second-quarter earnings are up a hefty 25% on average, and could go even higher. Yet stocks are no longer keeping up.
I Enron-ed the numbers a smidgen by giving myself mortality credit for the statistically healthy county I live in, without mentioning that I also inhabit a less-desirable neighborhood within the body-mass index scale. I learned that I’m only worth 938 million. What makes matters worse is that I couldn’t resist digging deeper into where my attention was likely drawn on the precise day I slipped below a billion without realizing. It turns out that an Australian academic in a green two-piece running suit, Ra- chael “Raygun” Gunn, had just kan- garoo-hopped and floor-rolled her way to viral internet fame for her breakdancing routine at the Paris Olympics. There’s a documentary about it coming soon to Netflix, called Untold Raygun: Breaking Badly. This isn’t a cautionary tale about breakdancing. The Deutsche Bank report on time billionaires had some striking findings. Younger investors were “overwhelmingly confident” of strong returns over the next year. Most said they wanted to add risk. By a 10- to-1 ratio, Americans under 34 said they would be happy to let AI execute trades for them. “If inflation, techno- logical disruption, and asset price dis- persion are perceived as threats, risk- taking can become a hedge against being left behind,” the authors write. The study presents theories on young investors coming of age at a time of social-media financial influ- encers, crypto assets, and zero com- missions. “Investment decisions are discussed, compared, gamified, and sometimes celebrated in digital com- munities,” the authors write. That can “make risk-taking feel less isolated,” amplify “fear of missing out,” and lower “the emotional cost of failure.” To the young: Embrace risk, but do so by saving long-term in cheap stock index funds, not flipping crypto. Make AI a source for quick answers, not a trading partner. Skip the chat rooms. Take it from a former member of the 10-digit seconds-remaining club: Time is a powerful asset, so long as you invest wisely before too much of it kangaroo-hops by. B
-20
WithaThud
Just over a month since its initial public offering, SpaceX has delivered one of the weakest post- debut performances of any major U.S. listing since the end of the 2008-09 financial crisis. A Barron’s analysis found that the stock per- formed worse than 90% of U.S. IPOs with market capitalizations of $1 billion or more since July 2009. Over its first 27 trading days, SpaceX was down 23% from its first-day closing price of $161. Across 955 public offerings, the typical IPO returned 0.8% over the equivalent period. Poor IPO performance doesn’t determine a company’s long-term trajectory. Meta Platforms rewarded investors after a rocky debut and weak- ness in the stock as the lockup period expired. SpaceX faces a similar challenge. Shares held by founder Elon Musk are locked up until June 2027. Altogether, about 60% of the company’s 13 billion in shares outstanding will then be eligible for sale. Other investors face shorter lockup periods. Major lockup expirations have often weighed on demand for momentum stocks in the weeks around the event. One mitigating factor: SpaceX’s inclusion in major stock indexes will trigger sub- stantial buying from index-tracking investors, help- ing to offset selling pressure. SpaceX has already joined the Russell 1000 and Nasdaq 100 indexes. It could join the S&P 500 after trading publicly for at least a year and meeting the index’s profitability requirements. —Elijah Nicholson-Messmer
-10
$50
51,947.25 DowIndustrials: -199.17 828.26 DowGlobalIndex: - 2.32
Pop and Fizzle After a short surge, SpaceX has preformed far below the norm for IPOs.
Return since IPO
Typical IPO performance SpaceX
30%
-30
The middle 50% of all IPOs trade within this range.
5 days 10 15 20 25
Note: Indexed to first close.Typical IPO performance represents median return of 955 stocks launched since 2009 over the first 27 trading days.
Source: FactSet
Meta’s Choppy Start It took more than a year before the stock finally climbed above its first-day closing level.
Final
Meta’s daily close Lock-up period
2nd 4th
First ends 3rd
LAST WEEK THIS WEEK
Markets: A Tuesday stock rally came to a halt by Thursday, when oil hit $100 a barrel after Iranian-backed Houthi militants fired on two Saudi tankers in the Red Sea. The 10-year Treasury yield rose to its highest level in more than a year on inflation fears. Tech shares were dumped, with the Magnificent Seven stocks losing $889.3 billion in market value that day. Stocks were mixed on Friday. On the week, the Dow industrials fell 0.38%, their third straight week of declines, the S&P 500 lost 0.61%, and the Nasdaq closed 2.13% lower.
Companies: Alphabet’s earnings beat estimates, but its forecast for higher artificial-intelligence spending sunk the stock. Alphabet’s Google was fined $1 billion by the European Union for illegally undercutting com- petition with its dominant search en- gine. Chip maker Intel reported earn- ings nearly double analyst estimates, thanks to strong AI demand.
Deals: Penske Corp. and Japanese investment firm Mitsui proposed to buy out Penske Automotive Group in a deal that could be worth $3.78 billion, offering $210 a share to take the auto dealership chain private... The U.S. approved a landmark agree- ment with Saudi Arabia to provide the country with a civilian nuclear program and potentially open the door to uranium enrichment in the kingdom’s territory...Potato chip and salty-snack maker Utz Brands is going private in a merger with Ger- many’s Intersnack Group, at an en- terprise value of about $2.9 billion.
THE NUMBERS
OpenAI’s latest projected spending on computing power through 2030, up from an earlier $600 billion.
Number of days this year that the 30-year Treasury bond has traded above 5%, the most since 2007.
Sign up for the Review & Preview daily newsletter at barrons.com/reviewpreview.
Roughly 160 S&P 500 index companies release results this week, including four of the Magnificent Seven. Boeing, Coca-Cola, and Visa announce earnings on Tuesday, fol- lowed by Meta Platforms, Microsoft, Procter & Gamble, and Starbucks on Wednesday. Amazon.com, Apple, and Mastercard report quarterly results on Thursday, while AbbVie, Chevron, and Exxon Mobil close out the week on Friday.
The Federal Open Market Commit- tee announces its monetary-policy decision. There’s roughly a one in three chance that the FOMC will raise the federal-funds rate by a quarter of a percentage point to 3.75%-4.00%, according to the CME FedWatch Tool. Softer-than-expected inflation read- ings for June have given the central bank some breathing room, but Wall Street sees it as temporary, with the consensus view for a interest-rate hike by September.
The Bureau of Economic Analysis releases the personal consumption expenditures price index for June. Economists forecast a 3.7% year- over-year increase, four-tenths of a percentage point less than in May. The core PCE is expected to rise 3.3%, compared with 3.4% in May.
Number of Ameri- cans with at least $25 million in their IRAs in 2024, more than double the number in 2019.
One-year decline in the median listing price for single- family homes in wildfire-scarred Malibu, Calif.
Illustration by Elias Stein
M
Danaher, Intuitive Surgical, and others in the sector have been clobbered. They could well bounce back. We size up six of the biggest.
BY BILL ALPERT
edical-device stocks were already one of the year’s worst sectors when they got hit by news from surgi- cal-robot pioneer Intuitive Surgical and analytical device supplier Danaher. Intuitive stock has lost 17% since it said on July 16 that U.S. procedure growth was slowing slightly. Danaher dropped as much as 14% this past Tuesday, when it told investors of a sales shortfall in its bioprocessing supplies. All of this con- firmed fears of slowing healthcare utiliza- tion that have sunk the iShares U.S. Medical Devices exchange-traded fund more than 20% this year. Those fears are overblown, and medtech stocks are a bargain. Device makers with cash flow yields of 5% to 6% now trade at a 20% to 30% discount to the S&P 500 index. “I’ve got the ability to invest in these high-quality medtech companies at higher free-cash-flow yields than a Trea- sury,” says Blake Goodner, co-founder of the healthcare-focused hedge fund firm Bridger Management. The chief reason for medtech’s tumble is the artificial-intelligence boom, as growth investors piled their bets on Nvidia and other beneficiaries of hyper- scale spending. Device stocks will regain attention as AI enthusiasm normalizes. Another worry is that patients are postponing medical procedures since the Affordable Care Act’s premium subsidies ended in December. Goodner thinks fed- eral spending on healthcare is stabilizing. Medicare Advantage payment rates have finally turned positive after a period of negative annual updates. With midterms in sight, Republicans have stopped threatening to “repeal and replace” the ACA—aka “Obamacare.” “In a large part of this medtech ecosys- tem you’ve seen growth slow, but still be durable,” says Goodner. “And you’ve seen profit margins and free cash flow expand, which could usher in greater share re- purchases, dividends, as well as M&A.” With that outlook in mind, we size up six of the biggest medical-device stocks. B
Abbott Laboratories (ABT / NYSE)
$150
$150
$100
2024 '25 '26
2024 '25 '26
2024 '25 '26
2024 '25 '26
2024 '25 '26
2024 '25 '26
Recent Price: $100.57
2027E P/E: 16.6
n Abbott Laboratories brightened the sector’s gloom with fine June-quarter results that showed wider margins and growth in even its slow segments like nutrition. New nutrition products offer protein to GLP-1 users. Device launches are coming for treating heart arrhythmias and monitoring diabetes. With the stock at 16 times next year’s estimated earnings, Raymond James analyst Jayson Bedford thinks Abbott shares can rise 15%.
Medtronic (MDT / NYSE)
$120
Recent Price: $81.89
2027E P/E: 13.1
n Medtronic’s products for clearing carotid arteries are growing smartly, but its main products for cardiologists and neurologists aren’t growing much. Growth in overall sales is forecast to slow to 4% in the next fiscal year from 7% in the current year. The stock trades at a cheap multiple of 13 times next year’s earnings, but investors may want to wait until growth comes back into view.
Market Value: $175.2 B
2027E Revenue Growth : 9%
Market Value: $104.8 B
2027E Revenue Growth : 4%
Danaher (DHR / NYSE)
$300
Recent Price: $179.14
2027E P/E: 19.4
n Danaher’s June quarter was marred by order delays for the resins used to sepa- rate biotech materials. That led the com- pany to tweak the year’s sales growth forecast to 4% from 6%. The stock’s ensu- ing plunge was unwarranted. Danaher actually beat the quarter’s earnings fore- cast and raised earnings guidance for the year to about $8.53 a share. Demand for its lab supplies remains intact, as shown by the good June results posted on Thurs- day by rival Thermo Fisher Scientific.
Boston Scientific (BSX / NYSE)
Recent Price: $42.97
2027E P/E: 11.6
n Boston Scientific has been the hard- est hit among the big device firms. The stock is down 50% this year after the company trimmed guidance for 2026 sales growth to 8% from 10%. That’s a big selloff for a small adjustment. The company is well-managed and has new products com- ing. With its stock at just 12 times forward earnings, it has a big buyback program, and its expected annual cash flow of $4 billion amounts to a 6% yield.
Market Value: $125.9 B
2027E Revenue Growth : 8%
2027E Revenue Growth : 8%
Market Value: $63.9 B
Intuitive Surgical (ISRG / Nasdaq)
$800
Recent Price: $340.69
2027E P/E: 28.5
2027E Revenue Growth : 13%
n Intuitive Surgical, the robotic surgery pioneer, has beaten growth expectations for two decades. Last year, it guided for 14% growth in surgeries and ended with 18%. The absence of a guidance boost in July 16’s quarterly report sank the stock, even though June earnings grew 24%. The stock’s drop is a buying opportunity. Just- announced competition from Johnson & Johnson won’t dent Intuitive’s robot mo- nopoly. Few on Wall Street see less than 20% upside for the stock.
Edwards Lifesciences (EW / NYSE)
Recent Price: $84.37
2027E P/E: 25.0
2027E Revenue Growth : 10%
n Edwards Lifesciences shares have held their value this year while other medtech stocks tumbled. That’s because the company has beaten earnings esti- mates as sales of its minimally invasive heart valves continue to grow. On Thurs- day, it announced that June sales and earnings also topped forecasts. Bedford at Raymond James calls Edwards “one of the cleaner growth stories in large-cap medtech.”
Market Value: $120.4 B
Market Value: $48.6 B
T
m$? ?l
m$? >S6]
WŵPħĢĢ ]S
W§¾ *¾Ïܧľ ř¾¾à~·§øŚŏ ģ s~Ò ĥ >Ä¾Ü¥Ö s]
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ƆW [IFWMXI EX [[[;EKSRW)8GSQ )\TIRWI VEXMS MW JSV ;%+2 8LI 4EFVEM ;EKSRW )8 MW XLI WYGGIWWSV XS XLI 4EFVEM ;EKSRW YRH XLI Ɖ4VIHIGIWWSV YRHƊ [LMGL STIVEXIH EW E QYXYEP JYRH 8LI 4VIHIGIWWSV YRH GSQQIRGIH STIVEXMSRW SR 7ITXIQFIV 8LI 4EFVEM ;EKSRW )8 MW XLI WYGGIWWSV XS XLI EGGSYRXMRK ERH TIVJSVQERGI LMWXSV] SJ XLI -RWXMXYXMSREP 'PEWW SJ XLI 4VIHIGIWWSV YRH %R] LMWXSVMGEP MRJSVQEXMSR TVSZMHIH JSV XLI 4EFVEM ;EKSRW )8 XLEX VIPEXIW XS XLI TIVMSHW TVMSV XS IFVYEV] MW XLEX SJ XLI 4VIHIGIWWSV YRH 8LI 7 4 -RHI\ MW ER MRHI\ SJ PEVKI GETMXEPM^EXMSR GSQTERMIW WIPIGXIH F] 7XERHEVH 4SSVƆ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
ģĤńģĤƥ
ŕģńĩīƥ
ģĤńĨīƥ
ŕĤńĦħƥ
ģĢńĤģƥ
ģħńĤĢƥ
ĤĪńĦĥƥ
ĤīńĢĪƥ
ĤĤńĥĤƥ
ģĤńĪĩƥ
ģĥńĢĪƥ
ĤĦńģħƥ
TeslaIsPayingthePrice.
A $1.3 billion miss on quarterly earnings is raising broad questions. Some investors are tired of “hype followed by a lack of follow-through.”
BY AL ROOT
esla’s postearnings tumble was about something more ominous than an earnings miss: Elon Musk may be losing his golden touch. There’s no way to sugarcoat it: Tesla’s second-quarter earnings report was lousy. This past Wednesday eve- ning, Tesla announced a second-quar- ter operating profit of $398 million, down from $923 million a year ago and far below Wall Street’s expectations for $1.7 billion, according to FactSet. The $1.3 billion miss was caused by weaker pricing and a weaker vehicle mix, lower regulatory credit sales, rising costs, and higher research spending. The miss, however, is the least of Tesla’s problems. Whether to buy or sell the stock has never really been a decision based on fundamentals. It has always been a bet on the future and Musk’s ability to see—and articu- late—it more clearly than anyone else. But with shares down 14% after the release, the worry is that the market has started to doubt his foresight. “Investors are losing patience in hype followed by a lack of follow- through,” says Future Fund co- founder Gary Black. There was plenty of hype on the earnings conference call. The robo- taxi business continues to see a “very high compound growth rate,” and robots will still be the “biggest prod- uct ever,” Musk said. The mercurial CEO even introduced a potential new business: the Megapod, essentially a small, modular artificial-intelligence data center with Tesla hardware do- ing much of the computing. Wall Street doesn’t seem overly wor- ried about Tesla’s future. No analysts upgraded or downgraded shares in the immediate aftermath of the quarter, while the average price target dropped just $8, to $392, according to FactSet. The analyst community seems
united in the view that Tesla is spend- ing more now to make more down the road, and that higher spending typi- cally squeezes profitability. Phrases like “working through a business transition,” “accelerating capex cycle necessary,” and the potential for a “transformational year” are scattered throughout reports. Still, the stock dropped by about seven times the price target decline on Thursday, a sign that investor confi- dence is starting to wane. That would be an enormous change. Musk’s great gift has always been the ability to get credit for potential, and it’s a big rea- son Tesla stock trades for roughly 175 times 2026 earnings while the rest of the Magnificent Seven trade for an average of 24 times. “The valuation is already saying that investors are paying less attention to vehicle deliveries and more atten- tion to whether high-margin software, autonomy, power, and eventually robot revenue arrive quickly enough to offset structurally lower auto mar- gins,” says Bill Birmingham, manag- ing director at Rex Shares. The solution is easy: Musk needs to show results. He has done so in the past. Tesla has sold almost 10 million electric vehicles over its history, and 1.5 million people pay for the com- pany’s Full Self Driving, or FSD, driver-assistance product. Now, Tesla needs more robo-taxis more than op- erating income, or humanoid robots that will become the next high-margin revenue stream—something, any- thing, that will restore Musk’s narra- tive-shaping power to full strength. “We have walked this Tesla tight- rope before,” says Canaccord analyst George Gianarikas. He still rates Tesla stock Buy, though his price target did drop by $40, to $410, after earnings. “History has taught us, betting against Elon Musk is usually a fool’s errand.” Shareholders better hope that history repeats. B
long after retirement.
Investing in Education, a program from Barron’s Group, provides students with complimentary access to Barron’s and MarketWatch digital content along with experiential learning resources. We are grateful for contributions from donors like you, who have made our program a success at more than 100 colleges, universities, and high schools since 2018.
If you would like to learn how you can share your experiences with students while philanthropically supporting a school of your choice, please contact us at BarronsEDU@barrons.com to learn more.
N
ovartis started construction this year on a 700,000-square-foot manufacturing hub in North Carolina as part of the Swiss drugmaker’s $23 billion invest- ment in U.S. manufacturing and re- search and development. South Korea’s Hanwha Group is expanding the former Philadelphia Naval Shipyard with a $5 billion invest- ment to help rebuild U.S. shipbuilding. In India’s Kutch desert, wind turbines, solar arrays, and high-voltage trans- mission are being installed, creating the world’s largest renewable-energy park as the country looks to reduce its reliance on foreign oil. As data centers and artificial intelli- gence dominate the headlines, a less- noticed building boom is under way, stretching across the globe as nations attempt to jump-start their industries in a bid to bolster national and eco- nomic security. This new global indus- trial cycle is sparking demand for building materials and equipment on construction sites, commodities needed for renewable energy and power grids, engineering services, and the automation and industrial components to build new factories— or retool existing ones. All of that spells opportunity for investors. “We have four to five simultaneous capex booms,” says Steve Chiavarone, deputy chief investment officer at Fed- erated Hermes, who sees this infra- structure buildout as the biggest since the U.S. railroads in the late 19th cen- tury. In addition to data centers, that includes upgrading national power systems, shifting production to the U.S. to avoid tariffs, and modernizing factories. All of that calls for upgrad- ing basic infrastructure, such as ports and bridges. The U.S.-China rivalry and Covid pandemic during the first Trump administration spurred discussions about diversifying supply chains away from China. But last year’s global tariffs, China’s successful use of its rare-earth dominance as
Illustration by JaceyTec
leverage in trade talks, and another series of conflicts have kicked these efforts into higher gear. That in turn has fueled a race by countries to di- versify their energy sources and re- configure supply chains, especially for critical materials such as rare- earth magnets or the foundational chemicals needed for drugs.
Security First “Security is increasingly the industrial policy—across the board,” says Benja- min Bahr, a fund manager at First Eagle Investments. “Since Trump’s second term, geopolitics and demands have accelerated. With two major geo- political conflicts that have impacted logistics and the massive increase in demand from AI and electrification, spending has gone from a policy idea to necessity.” The U.S. unveiled a $12 billion public-private partnership this year that includes investments in companies like MP Materials to ease China’s stranglehold on rare earths needed for everything from cars to weapons. Japa- nese Prime Minister Sanae Takaichi is proposing $2.3 trillion in investments across 17 sectors to revitalize Japan’s economy, with an eye toward security. The European Union has proposed an 800 billion euro ($914 billion) package for rearmament and infra- structure. India, hit hard by the Iran war, is expected to invest $170 billion this year to bolster its energy resilience with grid improvements and invest- ments in nuclear and solar energy. Investors are catching on. The State Street Industrial Select Sector SPDR exchange-traded fund is up about 20% over the past year. Indus- trials are trading at a mid- to high- single digit premium to the S&P 500 index rather than in line, as they typi- cally have done. That’s partly because manufacturing is coming out of a funk as the U.S. emerges from a 25-year decline in U.S. manufacturing capital spending. Chris Snyder, Morgan Stan- ley’s head of U.S. multi-industry re- search, expects an incremental $10 trillion in spending in U.S. manufac- turing over the next two decades. And that’s before factoring in the spending for data centers. The spending would translate to the U.S. industrial economy going from almost no growth to 3%-plus annual growth, Snyder says. That sets up a favorable backdrop for stocks that could push valuations roughly 30% higher, adds Snyder.
Jefferies industrials analyst Stephen Volkmann likens this industrial arms race to the 1960s with the buildout of the Eisenhower highway system and a manufacturing construction boom amid Cold War spending on defense and space, technological moderniza- tion, and suburbanization.
Flush Factories The U.S. ISM Manufacturing Pur- chasing Managers’ Index hit 54 in May, its highest point since mid-2022 and the fifth-straight month in ex- pansion territory. Global manufactur- ing PMI is nearing its strongest read- ings in recent years at 52.2 in June, and Morgan Stanley’s Asia Pacific strategists see Asia entering its stron- gest industrial cycle since the early years of this century. Any pullback in AI investment would hit many companies—and probably the broader market. But fund managers expect the spending related to national security, self- reliance, and infrastructure upgrades to remain critical for the resilience that countries are seeking. Strategists think this industrial cycle will have long legs. As govern- ments invest, they create incentives for others to join. Venture-capital firm Andreessen Horowitz launched an American Dynamism practice to focus on defense, manufacturing, and aero- space start-ups bolstering the coun- try’s economic security. JPMorgan Chase launched a $1.5 trillion Security & Resiliency Initiative that aims to make direct equity invest- ments to help fill the holes in sectors critical for national security. That in- cludes robotics, pharmaceutical pre- cursors, and rare earths, plus frontier technologies like AI, quantum com- puting, and cybersecurity. Also in this bucket: defense technology, battery storage, and ways to make the power grid more resilient. Some beneficiaries, like European defense companies, have had a strong run and may be in for a breather. Oth- ers, like South Korea and Japanese industrials that have become dominant in automation, robotics, and shipbuild- ing, are well positioned for this indus- trial revival. They are worth keeping on a watchlist if there is a pullback in the AI-oriented hype that is driving their broader markets higher. The fund industry has jumped in with new products, such as the $291 million Tema U.S. Manufacturing & Reshoring ETF, geared toward
mid-cap stocks and up 31% year to date. Two older and broader infra- structure ETFs are among the ones seeing the most inflows, according to MorningstarDirect: the $13.9 bil- lion Global X U.S. Infrastructure Development and the $4.5 billion iShares U.S. Infrastructure.
Global X U.S. Infrastructure Development / PAVE $56.60 $13.9 0.47%
Building Blocks Sam Klar, who manages the actively managed GMO Domestic Resilience ETF, says investors aren’t fully appre- ciating the potential winners. He cites companies facilitating the building like Jacobs Solutions, an engineering and construction firm managing complex projects such as a new biologics facil- ity manufacturing GLP-1 drugs in North Carolina. Concerns that the company could see AI cannibalize parts of its business have hit the stock, which is trading at a 20% discount to the market. But Klar sees the AI fears as misplaced and ex- pects double-digit earnings-per-share growth over the next five years. “They are in a perfect place for the reindustri- alization of America because they help build complex stuff with precision en- gineering that is not easily replaced by AI,” Klar says, adding that the com- pany has raised its EPS guidance and has been buying back stock amid the volatility. Among the most basic beneficiaries of a building boom are companies pro- viding the aggregates for construction, such as Martin Marietta Materials, which recently agreed to a $13.5 billion acquisition of Lhoist North America, to create the biggest lime and lime- stone producer. The acquisition should bolster Martin Marietta’s profitability and exposure to a reindustrialization that isn’t fully appreciated by the mar- ket, says Philip Ng, Jefferies’ building products analyst. “For an industry where volumes have been flat but the company has had a lot of pricing power, this reindustrialization oppor- tunity could generate 3%-plus growth on volumes alone,” he says. Also, the company gets only 5% of its business from the data-center build- out and another 5% related to power infrastructure that also helps support AI, Ng says. Even if there is a pullback in that spending, analysts note that much of the money from the infra- structure bill signed during the Biden administration still has to be spent to upgrade highways, tunnels, and bridges, continuing to feed demand. Copper is a critical commodity for
the electrification and digitization of the economy, needed for the power grid upgrades required to support a manufacturing revival. Grupo Mex- ico is home to Mexico’s largest freight railroad and copper mining business through an 89% stake in Southern Copper, which has low-cost copper mines in Mexico and Peru and projects lined up to expand copper production by 50% by 2035. Grupo Mexico stock trades at a 37% discount to Southern Copper and al- lows investors to get access to Mexico’s rail network—another beneficiary of manufacturing moving away from China and into Mexico—essentially for free. Plus, the company is net cash positive, generating enough cash to fund its operations. “If national secu- rity means rebuilding physical capac- ity, copper is one of the first bottle- necks you run into,” Bahr says. “Grupo Mexico owns the input every- one needs before the factories, grids, and data centers can get built.”
Beyond Data Centers Equipment-rental companies such as United Rentals and WillScot Hold- ings are leading indicators of manu- facturing activity. WillScot’s mobile offices, for example, are often the first and last thing on a construction site. Both companies reported a pickup in orders in recent earnings calls. WillScot said the 8% order growth for its modular units in the first quar- ter beat its internal expectations. United Rentals CEO Matthew Flan- nery highlighted strength in orders related to industrial, power, mining, and minerals as a “wide variety” of new projects, from healthcare to power, got off the ground, adding that the momentum “is a lot broader than just data centers.” Both stocks trade around 20 times 2027 earnings. Ana- lysts expect 14% earnings growth next year for United Rentals and 23% growth for WillScot. The new manufacturing being built in the U.S. and developed world is likely to lean heavily on automation. That’s one reason Rockwell Automa- tion is a top pick for Morgan Stanley’s Snyder, who favors companies facili- tating the supply-chain migration and building American industrial capacity over manufacturers themselves. Rockwell is likely to see the benefits of industrialization faster, since com- panies look to retool or expand exist- ing plants before breaking ground. The focus on national security proba-
10 Picks for a Global Industrial Boom Countries are prioritizing economic resilience and national security, paving the way for a manufacturing revival. A range of “pick and shovel” companies and funds stand to benefit.
Market Value 2027E Company / Ticker Price (billion) P/E
Grupo Mexico / GMEXICOB.Mexico MXN215.01 $96.2 15.4
Jacobs Solutions / J $130.50 15.4 15.8
Martin Marietta Materials / MLM 550.66 33.2 24.0
Rockwell Automation / ROK 458.20 51.0 31.4
United Rentals / URI 1,035.06 64.4 19.3
WillScot Holdings / WSC 26.37 4.7 20.1
AUM Expense Fund Name / Ticker NAV (billion) Ratio
iShares MSCI South Korea / EWY 170.43 23.9 0.59
iShares U.S. Infrastructure / IFRA 61.96 4.5 0.30
Tema U.S. Manufacturing & Reshoring / WELD 58.26 0.3 0.75
Note: E=Estimate Source: Bloomberg
bly means that some of Rockwell’s Chinese rivals won’t be competing for the same business in the U.S., Snyder adds. The stock trades at 32 times earnings, a premium to the market. But Snyder says the valuation is near where it traded during past periods of strong orders in 2018 and 2021, yet its earnings outlook is better. “It’s unclear why the stock should trade at a discount to its own history when the market growth outlook and company execution has improved,” he adds. And as U.S. manufacturing capital spending returns from two decades of flatlining, Snyder sees longevity to Rockwell’s growth, which he thinks underpins the case for a higher valuation.
Asia’s Advantage Among the best places to tap this industrial boom globally is in Asia— especially South Korea and Japan. They have been building their indus- trial capacity for years as the U.S. and others focused elsewhere. That makes their companies appealing partners for Western companies that might be try- ing to reduce their reliance on Chinese companies in critical areas. South Korean defense companies Hanwha Aerospace and LIG De- fense&Aerospace are seeing an influx of orders and multiyear back- logs amid demand from the Middle East and Europe, says Ian Chun, a senior research analyst at Sands Capital. South Korea has emerged as the second-largest arms dealer
to Europe after the U.S. Many industrial Korean compa- nies are standouts in their niches. Hyosung Heavy Industries makes ultrahigh-voltage transformers needed in electric transmission and within the broader electric value chain—something few companies produce, Chun says. The company has a foothold in the U.S. that has helped it emerge as a trusted supplier and gain market share. While orders may take longer to build, Doosan Enerbility is one of a handful of companies outside of Russia and China that can provide a critical com- ponent for the buildout of nuclear energy in Western countries. The broad-based iShares MSCI South Korea ETF has about a fifth of its assets in industrials, including Hyosung Heavy and Doosan, giving U.S. investors an easier way to get into these companies. South Korea’s Kospi Composite index is up 61% this year, fueled by excitement over mem- ory giants SK Hynix and Samsung Electronics and momentum-driven retail investors. While analysts don’t see the valua- tions for many of these industrials as too rich, the market is susceptible to volatility. Strategists see a pullback as a chance to buy. “We are talking about multiyear trends that are show- ing developed countries that they have to promote their own industry— and that is a durable trend,” says Matt Gertken, chief geopolitical strategist at BCA Research. B
HowtoPicktheRightOne
I
Illustration by Matthew C. Kramer
Annuity sales are soaring as a record number of Americans turn 65.
nvestors are turning to annui- ties at an unprecedented pace as a record number of Ameri- cans turn 65 and face the most dreaded of all retirement risks: running out of money. As a peak 4.2 million Ameri- cans reached retirement age in 2025 and the massive demographic wave continues, annuity sales surged to a high of $464 billion last year and exceeded $100 billion in this year’s first quarter, tracking for another strong year, according to Limra, an insurance industry group. Income-paying annuities that are designed to supplement Social Security payments and compensate for the ab-
sence of traditional pensions are selling briskly. The lure is clear: These annui- ties are guaranteeing the highest levels of income in more than a decade. The current top three annual in- come guarantees for a person invest- ing $200,000 at age 60 and turning on the income stream at age 70 aver- age $33,702, offered on fixed-indexed annuities by Midland National, Fidel- ity and Guaranty Insurance, and Corebridge Financial. That is 6% higher than last year’s top-three aver- age of $31,824, and 51% higher than the average $22,330 in 2022. But rising demand for annuities is fueling calls for caution by advisors, because investors are prone to making
Best Annuities: Guaranteed Income, No Frills. Income annuities are tools that turn a lump sum into a lifelong income stream, either immediately or sometime later. Single-life contracts pay for one person’s lifetime and are generally lower for women and couples because their life expectancies are longer. Joint-life contracts continue to pay during a surviving spouse’s lifetime.
Single Premium Income Annuities (SPIAs): These contracts turn a lump sum into guaranteed income right away. Assumes a $200,000 investment at age 70. Payments for joint life assume a man is 70 and his spouse is 65.
Cash Refund: When an investor dies, any remaining principal is paid to heirs in a lump sum.
Single-LifeMan Athene Annuity and Life A+ $16,863 8.243% $337,260
Single-LifeWoman Athene Annuity and Life A+ $16,195 8.10% $323,900
JointLife Guardian A++ $14,385 7.20% $287,700
Deferred-Income Annuities (DIAs): These contracts pay out future income. The longer income is deferred, the higher the annual payouts. The following income quotes assume the investor has selected the cash refund option, which ensures that upon death, any remaining principal is paid to heirs in a lump sum. If the owner dies before income begins, the premium is returned to heirs.
Personal pension: Assumes a 60-year-old invests $200,000 and turns income on at age 70. Joint life assumes a man is 60 and his female spouse is 55.
Single-Life Man Integrity Life A+ $32,735 $654,700
Single-Life Woman Integrity Life A+ $31,002 $620,040
Joint Life New York Life A++ $25,390 $507,800
Personal pension as longevity insurance: Assumes a 60-year-old invests $200,000 and turns income on at age 80. Joint life assumes a man is 60 and his female spouse is 55.
Single-Life Man Integrity Life A+ $96,220 $962,200
Single-Life Woman Integrity Life A+ $87,373 $873,730
Joint Life Integrity Life A+ $59,209 $592,090
Personal pension within IRA: Up to $210,000 of IRA assets can buy a Qualified Longevity Annuity Contract, or QLAC, and be exempt from required distributions. QLAC payouts must start by age 85. Assumes you invest $200,000 at age 60 and begin income at 75. Joint life assumes a man and wife are ages 60 and 55.
Single-Life Man Integrity Life A+ $54,918 $823,770
Single-Life Woman Integrity Life A+ $50,805 $762,075
Joint Life Integrity Life A+ $38,232 $573,480
Note: AM Best rating; in joint-life contracts, the payout ages apply to the man. Source: Cannex
big blunders in selecting and using annuities, thereby undermining the potential benefits. “Annuities can be the best invest- ment you make if you use them the right way, or the worst if you use them the wrong way,” says Curt Scott, president of Scott Financial Group in Grove City, Ohio.
Company Rating Annual Income for Life Annual Payout Rate Total Income by Age 90
Nationwide Life A+ 16,787 8.39 335,740
Penn Mutual Life A+ 16,038 8.02 320,760
Athene Annuity and Life A+ 14,315 7.20 286,300
Company Rating Annual Lifetime Income Total Income by Age 90
Company Rating Annual Lifetime Income Total Income by Age 90
New York Life A++ 30,615 612,300
New York Life A++ 29,324 586,480
Integrity Life A+ 25,369 507,380
Symetra Life A 91,456 914,560
Symetra Life A 77,472 774,720
New York Life A++ 57,353 573,530
Company Rating Annual Income at Age 75 Total Income by Age 90
MassMutual A++ 46,303 694,545
MassMutual A++ 43,114 646,710
MassMutual A++ 34,314 514,710
Annuities are insurance contracts typically designed for two different objectives: to help retirement savers invest with protection against losses, or to turn assets into pension-like in- come that lasts a lifetime. But there are thousands of variations, making for a confusing marketplace. To give a good sense of the market,
Barron’s has compiled a list of the 100 most competitive contracts across categories for an investor with a $200,000 investment. Using a data- base built by Cannex, a private com- pany that tracks pricing on retirement products, we screened for solid com- panies with an AM Best financial strength rating of A- or better to find
the contracts with the highest rates and payouts. As you pore over the annuity mar- ket, it may help to get acquainted with what advisors say are investors’ big- gest annuity blunders. If you avoid them, you can wring out the best from these insurance-sold contracts.
Tunnel Vision Too many investors focus solely on a single type of annuity, or annuities from a single insurance company. A narrow focus could mean missing out on competitive deals. If you are looking at variable annui- ties, in which you invest in mutual fund–like accounts, the best income guarantee Barron’s could find for a 60- year-old person investing $200,000 and planning to turn on income at age 70 is $27,202 a year. The best for registered index-linked annuities, or RILAs, which tie your upside to a stock index with downside protec- tion, is $19,500. But if you pull back the lens on the annuity universe, you will find fixed- indexed annuities, or FIAs, paying significantly more. The top payout is $35,406, offered by Midland Na- tional’s Summit Edge 5 with the In- come Strategy-Level LPA rider. That is 30% more than the best variable annuity and 82% more than the top RILA. The trade-off? Though income in all three annuity types can go up if investments do very well, FIAs don’t have as much upside potential, so an income bump is less likely. It can be similarly unfruitful to only consider annuities from one company. “The gap between the best and worst annuity products is signifi- cant,” says Howard Sharfman, senior managing director of NFP Insur- ance Solutions. A variable annuity, for instance, might bear con- tract fees of 0.2% at one company and 2% or more at another. Some insurance agents only work for a single insurer. Make sure the person you are working with— whether an insurance agent, broker, or financial advisor—works with multiple insurance companies and different types of annuities. You may even want to meet with more than one agent, broker, or advi- sor to hear their recommendations, says Stephen Kates, founder of Clock- tower Financial Consulting. “This isn’t a decision you want to take lightly. Like getting a mortgage, if you take the
1EREKI ]SYV [IEPXL ]SYV [E] %X 7GL[EF LS[ ]SY MRZIWX [MXL YW MW ]SYV GLSMGI 2SX SYVW
-RZIWX SR ]SYV S[R [MXL IEWI 8VEHI [MXL QSVI GSRXVSP SR XLMROSVW[MQq
+IX EHZMGI ERH QSVI GSQTVILIRWMZI [IEPXL WSPYXMSRW XS LIPT QIIX ]SYV YRMUYI RIIHW
4PYW ]SY GER MQQIHMEXIP] MRZIWX ]SYV GEWL ERH IEVR SV QSVI
7GL[EFGSQ
-RZIWXMRK8VEHMRK%HZMGI
-RZIWXQIRX QMRMQYQW QE] ETTP] =MIPHW [MPP ZEV] TPIEWI GEPP SV ZMWMX WGL[EFGSQGEWLMRZIWXQIRXW JSV EZEMPEFPI TVSHYGXW ERH GYVVIRX ]MIPHW -RZIWXMRK MRZSPZIW VMWO MRGPYHMRK PSWW SJ TVMRGMTEP l 'LEVPIW 7GL[EF 'S -RG %PP VMKLXW VIWIVZIH 1IQFIV 7-4' %;22 %(4
Best Annuities: Guaranteed Income With Some Flexibility, Liquidity, and Growth Potential Annuity contracts with income riders are designed to pay monthly income for life, covering either a single person’s or couple’s joint lifetime. Assets in these contracts are more liquid and accessible to investors than in SPIAs and DIAs. Minimum guaranteed payouts can be higher based on growth of underyling investments. Mini- mum income is guaranteed as long as investors don’t take excess withdrawals. With these products, when the investor dies, heirs get any remaining contract value.
Fixed-Indexed Annuity Income Guarantees: These riders are purchased on S&P 500-linked fixed-indexed annuity contracts. These have the highest guaranteed minimum income among FIAs with no more than a seven-year surrender period. Income quotes assume a $200,000 investment at age 60, with income beginning at age 70. Joint life assumes a married man and woman are ages 60 and 55.
SingleLife Midland National Life A+ Summit Edge 5 Income Strategy-Level LPA 5 years 1.25% $35,406 $708,120
JointLife Midland National Life A+ Summit Edge 7 IncomeStrategy-Level LPA 7 years 1.25% $31,089 $621,780
Note: AM Best rating; in joint-life contracts, the payout ages apply to the man. Source: Cannex
Variable Annuity Income Guarantees: These income riders are sold as add-ons to variable annuities, and have the highest payouts for contracts with no more than a seven-year surrender period. Assume a $200,000 investment by a 60-year-old. Payout begins at age 70. Joint life assumes a married man and woman are ages 60 and 55. There are no downside protections in traditional variable annuities, but even if the value of your underlying investments declines to zero (it is subject to erosion by income withdrawals and fees over time), the annuity keeps paying the minimum guarantee for life.
SingleLife Nationwide Life A+ Destination Navigator 2.0 Lifetime Income Plus Core 7 years 2.70% 70% $27,202 $544,040
JointLife Nationwide Life A+ Destination Navigator 2.0 Lifetime Income Plus Core 7 years 2.90% 70% $24,612 $492,240
(1) Includes the contract mortality and expense charge, any administrative fees, and the rider fee; doesn’t include costs on underlying fund-like investments. Note: AM Best rating; in joint-life contracts, the payout ages apply to the man. Sources: Cannex, company reports
Registered Index-Linked Annuities Income Guarantees: These contracts are tied to the S&P 500 performance excluding dividends, and have six-year surrender charges. Annual income can increase beyond the minimum guarantee based on the index’s performance during the 10-year income deferral period. Assumes a $200,000 investment at age 60 with income starting at 70 for a single person; for joint life, the man is 60 and the woman is 55..
SingleLife Brighthouse Financial A Shield Level Pay Plus II Market Growth with Rollup 1.50% $19,500 $360,000
JointLife Brighthouse Financial A Shield Level Pay Plus II Market Growth with Rollup 1.50% $18,000 $360,000
Note: AM Best rating Sources: Cannex, company reports
first quote, you can’t be confident it’s the best rate.” Make sure your financial pro works with companies that are highly rated for financial security, especially for long-term contracts with guaranteed income. “You’re go- ing to marry that carrier for life, so they better be solid,” says Stan Haith- cock, owner of the Annuity Man, an annuity brokerage focusing on insur-
Annual Guaranteed Total Income Paid Company Rating Annuity Contract Rider Surrender Period Annual Rider Fee Income for Life at Age 70 by Age 90
Fidelity and Guaranty A SecureIncome 7 EGMWB 7 years 1.15 33,599 671,980
Fidelity and Guaranty A SecureIncome 7 EGMWB 7 years 1.15 28,170 563,400
Corebridge Financial A Power Select Advisory Lifetime Income Plus Flex None 1.10 32,100 642,200
Corebridge Financial A Power Select Advisory Lifetime Income Plus Flex None 1.10 28,310 566,200
Surrender Total Annual Maximum Allowable Annual Guaranteed Total Income Company Rating Annuity Contract Rider Period Fee(1) Stock Fund Allocation Income for Life at Age 70 Paid by Age 90
Protective Life A+ Aspirations SecurePay Protector 7 years 2.70 80 24,589 491,780
Corebridge Financial A Polaris Preferred Solution Income Max Option 3 7 years 2.45 56 22,440 448,800
Corebridge Financial A Polaris Preferred Solution Income Max Option 3 7 years 2.45 56 20,060 401,200
Pacific Life A+ Odyssey Future Income Generator None 2.00 100 19,699 393,980
Annual Total Guaranteed Income Total Income Company Rating Contract Rider Rider Fee for Life at age 70 Paid by Age 70
TruStage A ZoneChoice Income IncomeGrowth Protection 1.50 19,500 390,000
TruStage A ZoneChoice Income IncomeGrowth Protection 1.50 18,000 360,000
Equitable Financial Life A SCS Income Level Income 1.50 18,700 374,000
Equitable Financial Life A SCS Income Level Income 1.50 15,300 306,000
Allianz Life A+ Index Advantage Income ADV Level Income 0.70 18,367 367,340
Allianz Life A+ Index Advantage Income ADV Level Income 0.70 15,639 312,780
ers with an AM Best rating of A+. Another early-stage mistake isn’t defining precisely what you want to get out of an annuity. Annuities come with growing number of alluring fea- tures or mechanics to make them more attractive to investors, such as the op- tion to activate long-term-care benefits, to lock in a high death benefit for heirs, or to front-load or backload income. “But nothing is free,” Haithcock
says. Features will cost you either in the form of a fee or in giving up some upside or income, so don’t lose sight of your specific annuity goals as you are presented with options by a fi- nancial pro.
Costly Complacency Every annuity has a trade-off. Don’t invest in one until you know what it is. Consider that many popular RILAs
and FIAs, which can accumulate sav- ings with downside protection and caps on a stock index’s performance, will guarantee caps for the first year only, but have surrender periods last- ing five to 10 years. Investors may find their caps reset lower, while facing a surrender charge if they want out of the contract. Advisors say this can lead to
Robert Jacobs, age 71 Saxophonist and jazz club owner Retired sales and marketing professional
remarkableretirement
When the spotlight shifts to what’s next, preparation matters. As the #1 seller of annuities*, Athene offers solutions that combine competitive growth potential with protection from market volatility, so you can move forward with confidence. A remarkable retirement isn’t a finale, it’s the performance you’ve earned. Athene.com/RemarkableAct
*LIMRA US Individual Annuities Sales Survey YTD as of December 31, 2025. This material is provided by Athene Annuity and Life Company (61689) headquartered in West Des Moines, Iowa, which issues annuities in 49 states (excluding NY) and in D.C., and Athene Annuity & Life Assurance Company of New York (68039) headquartered in Pearl River, New York, which issues annuities in New York.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
These annuities are designed to tie returns to stock indexes while providing varying degrees of protection on the downside.
Registered Index-Linked Annuities (RILAs): These contracts, also referred to as structured annuities or variable-indexed annuities, com- bine some loss protection and upside tied to an index, excluding dividends, often with limits set by caps. These RILAs have no fees; costs are built into the terms. Caps can be reset at the end of their rate guarantee periods. Assumes a $200,000 investment tied to the S&P 500.
Buffer: Protects against a certain percentage loss; investors are exposed to losses greater than the buffer. With a 10% buffer and 15% market decline, the insurer absorbs 10% of the loss and the investor absorbs 5%. There are no annual fees; the product cost is built into the caps. These RILAs are linked to the S&P 500.
Surrender Protected Cap Guarntee Participation Company Rating Contract Charge Period Loss Cap Period Rate
Prudential Financial A+ FlexGuard 6 years 10% 25.00% 1 year 100%
Prudential Financial A+ FlexGuard 6 years 20 14.50 1 year 100
MassMutual A++ Index Summit 6 Pro 6 years 10 23.25 1 year 100
MassMutual A++ Index Summit 6 Pro 6 years 10% 16.50% 1 year
Equitable Financial Life A SCS Premier Select None 10 21.00 1 year 100
Equitable Financial Life A SCS Premier Select None 10% Uncapped 6 years 117
Fidelity and Guaranty A Confidence Builder 1 year 20% 14.75% 1 year 100%
Corebridge Financial A MarketLock 6 years 20 14.50 1 year 100
Corebridge Financial A MarketLock 6 years 10% 13.75% 1 year
Jackson National Life A Market Link Pro Advisory 4 None 10 Uncapped 6 years 115
Jackson National Life A Market Link Pro Advisory 4 None 20% Uncapped 6 years 107%
Lincoln Financial A Level Advantage 2 Advisory None 10 No cap 6 years 115
Midland National Life A+ Oak Elite ADV None 20 No cap 6 years 105
Midland National Life A+ Oak Elite ADV None 10 14.50 1 year
Athene A+ Amplify 3.0 6 years 20 Uncapped 6 years 100
MassMutual A++ Index Summit Pro 6 years 20 Uncapped 6 years 100
Floor: You absorb losses down to a floor; the insurer absorbs any excess. On the upside, you get an index’s return up to a cap. With a 10% floor and a 15% cap, if an index is down 9%, you eat the loss; if it’s down 19%, you absorb 10% and the insurer absorbs the rest. With a 20% gain, you get 15%. These RILAs are linked to the S&P 500.
Surrender Cap on Cap Charge S&P 500 Guarantee Company Rating Contract Period Floor Return Period
TruStage A ZoneChoice 6 years 10 13.00 1 year Advantage
Global Atlantic - A ForeStructured 6 years 10 12.75 1 year Forethought Life Growth II Adv
Global Atlantic- A ForeStructured 6 years 10 13.00 1 year Forethought Life Growth II Adv.
Global Atlantic- A ForeStructured 6 years 15% 9.00% 1 year Forethought Growth II Adv.
Trigger Rate: These RILAs pay an automatic trigger rate if an index’s return is either flat or positive. With a 9% trigger rate, if an index’s return is zero, 2%, or 18%, you get 9%. Your maxi- mum upside is the trigger rate. You absorb any loss beyond the buffer. These RILAs are S&P 500-linked.
Surrender Rate Charge Trigger Guarentee Company Rating Contract Period Buffer Rate Period
Equitable A SCS Premier Select None 10% 12.80% 1 year Financial Life
Lincoln Finanical A Level Advantage 2 None 10 12.75 1 year Income Advisory
Fidelity and A Confidence Builder 1 year 10 12.75 1 year Guaranty
Lincoln Financial A Level Advantage 2 None 20% 10.00 1 year Advisory
Equitable A SCS Premier Select None 20 9.50 1 year Financial Life
MassMutual A++ Index Achiever Advisory None 20 9.50 1 year
MassMutual A++ Index Achiever Advisory None 10% 9.50% 1 year
Dual-Performance Trigger: These RILAs pay an auomatic trigger rate if an index’s return is is up, flat, or down within the buffer’s range. With a 10% buffer, 18% cap, and 9% trigger rate, if the index’s return is negative 8%, flat, or up 18%, you get 9%. Your maximum return is the trigger rate. You absorb any loss beyond the buffer. These RILAs are S&P 500-linked.
Surrender Rate Charge Trigger Guarantee Company Rating Contract Period Buffer Rate Period
Allianz Life A+ Index Advantage None 10% 9.80% 1 year Income ADV
Brighthouse A Shield Level None 10% 9.75% 1 year Financial Pay Plus II
Allianz Life A+ Index Advantage None 20% 7.20% 1 year Income ADV
Athene Annuity and Life A+ Amplify 2.0 6 years 10% 54% 6 years
Athene Annuity and Life A+ Amplify 2.0 6 years 20% 47% 6 years
Dual Direction: If an index is down but within a buffer, these RILAs give you an equivalent positive return. If an index’s return is positive, you get the return up to a cap. If your RILA has a 10% buffer with a 12% cap and an index return is negative 8%, you get an 8% return. If an index return is 15%, you get a 12% return. You absorb any loss in excess of the buffer. These RILAs are S&P 500-linked. Surrender Rate Charge Guarantee Company Rating Contract Period Buffer Cap Period
Athene Annuity and Life A+ Amplify 3.0 6 years 10 13.75 1 year
SYV 7LMIPH o 0IZIP 7YMXI %RRYMXMIW [LMGL EVI HIWMKRIH XS YWI E TSVXMSR SJ VIXMVIQIRX EWWIXW XS TEVXMGMTEXI MR QEVOIX KVS[XL STTSVXYRMXMIW [MXL E PIZIP SJ HS[RWMHI TVSXIGXMSR *SV TVSWTIGXYWIW ERH MQTSVXERX MRJSVQEXMSR ZMWMX FVMKLXLSYWIJMRERGMEPTVSGSQ
8LMW MW RSX ER SJJIVMRK SJ ER] WIGYVMXMIW JSV WEPI MR 2I[ =SVO 8LMW GSQQYRMGEXMSR VIJIVW XS &VMKLXLSYWI 7LMIPHo 0IZIP -- =IEV %RRYMX] &VMKLXLSYWI 7LMIPHo 0IZIP -- =IEV %RRYMX] &VMKLXLSYWI 7LMIPHo 0IZIP -- %HZMWSV] %RRYMX] &VMKLXLSYWI 7LMIPH 0IZIP 4E] 4PYWo -- %RRYMX] ERH &VMKLXLSYWI 7LMIPH 0IZIP 4E] 4PYWo -- %HZMWSV] %RRYMX] GSPPIGXMZIP] VIJIVVIH XS EW Ű7LMIPHo 0IZIP %RRYMXMIW 4VSHYGX 7YMXIű SV Ű7LMIPHo 0IZIP 7YMXI %RRYMXMIWű 8LIWI TVSHYGXW EVI MRHI\PMROIH ERRYMXMIW MWWYIH F] [MXL TVSHYGX KYEVERXIIW WSPIP] XLI VIWTSRWMFMPMX] SJ &VMKLXLSYWI 0MJI -RWYVERGI 'SQTER] 'LEVPSXXI 2' SR 4SPMG] SVQ Ű&VMKLXLSYWI MRERGMEPű 8LI 7LMIPH 0IZIP %RRYMXMIW 4VSHYGX 7YMXI MW HMWXVMFYXIH F] &VMKLXLSYWI 7IGYVMXMIW 00' QIQFIV -26% %PP EVI &VMKLXLSYWI MRERGMEP EJJMPMEXIH GSQTERMIW 8LI 7LMIPH 0IZIP %RRYMXMIW 4VSHYGX 7YMXI LEW GLEVKIW XIVQMREXMSR TVSZMWMSRW ERH XIVQW JSV OIITMRK MX MR JSVGI 4PIEWI GSRXEGX E JMRERGMEP TVSJIWWMSREP JSV GSQTPIXI HIXEMPW 4VSHYGX EZEMPEFMPMX] ERH JIEXYVIW QE] ZEV] F] WXEXI SV JMVQ &VMKLXLSYWI MRERGMEPo ERH MXW HIWMKR EVI VIKMWXIVIH XVEHIQEVOW SJ &VMKLXLSYWI MRERGMEP -RG ERHSV MXW EJJMPMEXIW
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
ŵ 238 % ()437-8 ŵ 238 (-' -2796)( ŵ 238 -2796)( &= %2= )()6%0 +3:)621)28 %+)2'= ŵ 238 +9%6%28))( &= %2= &%2/ 36 '6)(-8 92-32 ŵ 1%= 037) :%09)
7GER XLI 56 GSHI XS PIEVR QSVI
Boost: If an index is down, you get a boost rate. If that rate is 20% and an index drops 23%, you get a negative 3% return. If the index drops 5%, you get 15%. On the upside, you get the greater of the boost rate or the index return up to a cap. You an get additioanal return if a partic- ipation rate is over 100%. With a 105% participation rate, a 15% return gives you 15.75%. These RILAs are S&P 500-linked.
Surrender Charge Boost Participation Company Rating Contract Period Rate Cap Rate
Symetra A Trek Plus (Buffer Plus) 6 years 30% 65% for 100% 6 years
Symetra A Trek Plus (Buffer Plus) 6 years 20 90% for 100 6 years
Symetra A Trek Plus (Buffer Plus) 6 years 10 Uncapped for 100 6 years
Lincoln Financial A Level Advantage 2 6 years 15 70% for 100 6 years
Lincoln Financial A Level Advantage 2 None 10 Uncapped for 100 Income Advisory 6 years
Note: AM Best rating. “Uncapped” means there is no cap for the guarantee period, but a cap could be enacted later. “No cap” indicates there will never be a cap. Source: Cannex
These annuities are used for accumulating assets on a tax-deferred basis. These fees assume a $200,000 investment.
Traditional Variable Annuities: Assets are invested in underlying mutual fund-like subaccounts. There are no downside protections; returns are based on the performance of the subaccounts you invest in.
Total Options / Average Expense Total Alternative 5-Yr Annual Return for Company Contract Annual Contract Fee on Subaccounts Surrender Charge Strategies Best-Performing U.S Growth Fund**
Equitable Financial Life Investment Edge 21 ADV None 0.86% None 278 / 13 12.90%
Lincoln Financial Investor Advantage Advisory Choice $240(1) 0.79% None 149 / 21 14.46
Jackson National Life Elite Access Advisory II $240(1) 0.79% None 113 / 6 11.78
Nationwide Life Monument Advisor $240(1) 0.50% None 306 / 54 17.62
Nationwide Life Advisory Retirement Income (NARIA) 0.20% 0.46% None 155 / 8 17.63
Transamerica I-Share II 0.20% 0.84% None 77/1 14.00
Fee includes: administrative and mortality and expense charges. There is no added fee on these contracts for return of contract value at death. Source: Company reports Asset-weighted average expense ratios on underlying mutual fund-like investments **Through June 30, 2026 (1) Flat annual fee; equivalent to 0.12% on a $200,000 investment
Fixed Annuities With a Multiyear Guarantee: These are tax-deferred contracts similar to certificates of deposit in that they lock in an interest rate for a specified period. Assumes a $200,000 investment. Surrender periods match the rates’ guarantee periods.
Guarantee Period / Company Rating Contract Surrender Period Rate
Knighthead Life A- Staysail MYGA 3 5.80%
Axonic Insurance Services A- Waypoint MYGA 3 5.50
Knighthead Life A- Staysail MYGA 5 6.45%
Aspida Life A- Advisory MYGA 5 5.85
Note: AM Best rating Source: Cannex
Note: AM Best rating Source: Cannex
Oliver Wyman and Milliman. There can be big benefits to shop- ping for better deals after a surrender period—especially in recent years, as higher interest rates enable insurers to offer more attractive terms. “Some people bought products prior to 2022 that were not nearly as attractive as they are today,” says Sheryl Moore, CEO of Moore Market Intelligence. Be cautious, however. Rolling over into new annuities is an area of
heightened scrutiny by the Financial Industry Regulatory Authority due to past cases of agents, motivated by commissions, aggressively pushing rollovers that weren’t in the best interest of investors. “There are advantages in newer products, but investors have to under- stand whether the bells and whistles of the new annuity are appropriate for them, and what the costs are,” says Brian Rubin, co-head of Eversheds
Fixed-Indexed Annuities: These annuities protect 100% of principal and tie returns to an index, excluding dividends, with a cap. Caps can be reset after a guarantee period. These contracts have no fee, are linked to the S&P 500, and have surrender periods no longer than their rate guarantee periods.
Cap Can on Protected Surrender Guarantee S&P 500 Company Rating Contract Loss Period Period Return
MassMutual A++ Index Protector 5 MVA 100% of principal None 1 year 11.50%
Corebridge A Power Index 100% of principal None 1 year 11.35 Financial Advisory
Jackson A MarketProtector 100% of principal None 1 year 9.70 National Life Advisory
Corebridge A Power Index 5 Plus 100% of principal 5 years 5 years 60% for Financial five years
Prudential Life A+ PruSecure 100% of principal 5 years 5 years 60% for five years
Security A- Blueprint Annuity 100% of principal 5 years 5 years 9% Benefit Life per year
Sutherland’s securities enforcement practice.
Forgone Income About one-third of annuities are sold for their income benefits, according to Moore Market Intelligence, and most are FIAs or variable annuities with income riders that typically cost an annual 1% to 1.5%. But 50% to 70% of annuity owners with income riders don’t turn on in- come, according to studies by the Society of Actuaries and Limra. “If you don’t need income, why are you adding an income rider?” says Keith Golembiewski, director of annuity research at Limra. Remem- ber to avoid paying for features you don’t need; if you find you don’t need the income, you can cancel the rider. Another mistake: turning income on too late in retirement to get the most benefit. Annuities begin to pay off after you have collected more in income than
you invested. The earlier you begin taking income, the sooner you will exceed your investment and put the insurer on the hook to continue pay- ing you out of its coffers, says Wade Pfau, founder of Retirement Re- searcher, an educational website. Insurers create incentives for inves- tors to delay income with higher guar- antees for longer deferrals, but gener- ally the best time to turn on income is when you retire, Pfau says. Aligning your income start date with your retirement date can protect you from having to draw money from your investment portfolio during a market dip—a dreaded scenario for retirees because it depletes savings more quickly, says Dan Simon, an advisor at Daniel A. White & Associ- ates. “We find that guaranteed lifetime income frees people to invest more aggressively in stocks, and they aren’t panicking when the market drops because they know their income is taken care of.” B
$26
GoingtoLoveThisStock
Applied Aerospace & Defense is in the rare position of supplying SpaceX. The stock has other things going for it, as well. I
BY AL ROOT
nvestors keen on getting expo- sure to space but unconvinced about the prospects for SpaceX still have options. One just so happens to be a supplier to Elon Musk’s trillion-dollar rocket and artificial-intelligence company: Applied Aerospace & Defense. A few factors have left shares dis- connected from fundamentals. As the background issues fade, its stock could rise 40% over the coming year. Applied Aerospace is a midsize supplier to the aerospace and defense industry, formed in 2025 through the merger of Applied Aerospace Structures and PCX Aerosystems. It builds hardware for space, mis- siles, and drones. Sales in 2026 are expected to be about $675 million, up 35% year over year. Earnings before interest, taxes, depreciation, and amortization, or Ebitda, are expected to be about $150 million. The company also finds itself in the rare position of being a SpaceX sup- plier, shipping landing hardware for the Falcon 9 rocket. It isn’t easy to identify SpaceX suppliers. Musk’s company does most of its manufactur- ing on its own. RBC Securities analyst Ken Herbert estimates that about 90% of SpaceX hardware is built in-house. For point of comparison, that number for Boeing would be closer to 40%. SpaceX’s vertical integration highlights a problem for the industry that Applied Aerospace plans to solve. “There’s not enough advanced manufacturers of highly complex systems,” says CEO Trip Ferguson, an ex-Marine who came to Applied from AeroVironment and who once served as the chief operating officer of BlueHalo, which AeroVironment
Courtesy of SpaceX
acquired in 2025. “We have decided to focus on space and launch, defense aviation, [intelligence], and precision strike.” “Its biggest asset is scale, creating a one-stop shop for primes and defense tech companies alike to get proven consistent performance at a competi- tive price point,” says Jefferies analyst Sheila Kahyaoglu. Bringing advanced manufacturing capabilities to the U.S., while serving growing businesses such as space and autonomous weapons, feels like a rec- ipe for stock market success. That hasn’t been the case, though. Applied Aerospace sold shares in a June initial public offering at $20, raising about $650 million. That was mainly used to repay debt amassed as private-equity owner Greenbriar Eq- uity built the company via acquisition.
Applied Aerospace & Defense Aerospace and defense engineering and manufacturing
(AADX / NYSE )
2027E P/E 42.1 July June
Note: *Price change since June 2 initial public offering. E=estimate Sources: Bloomberg, FacSet
Shares traded as high as $24.24 shortly after the deal, but have failed to maintain altitude, closing at $18.01 apiece on Friday. Greenbriar’s ownership is one issue that has weighed on investor senti- ment. It still owns about 75% of the shares outstanding. Greenbriar is likely to sell eventually, and selling a lot of anything can drive down the price. SpaceX’s performance has also been a problem. Shares are trading around $115, down almost 50% from a post- IPO high of nearly $226 per share, and well below the $135 IPO price. That peak-to-trough decline wiped out about $1.5 trillion in market value and took several other space-related stocks with it. Rocket Lab and AST Space- Mobile have both dropped roughly 40% since SpaceX’s IPO. Defense sector multiples have also contracted,
52-Week Change* -13.6%
Market Value $3.0 B
Recent Price $17.29
says Bank of America analyst Ron Epstein. Through Tuesday trading, shares of drone defense technology company Kratos Defense & Security Solutions, for instance, were down 30% over the past three months. T
he headwinds have been signif- icant, but Applied Aerospace & Defense shares now reflect a lot of bad news. That can be an opportunity. BofA’s Epstein rates the shares Buy. His price target is $24, up 33% from recent levels. A backlog north of $1 billion gives the company “visibility on growth in the near term,” he says, while the company’s “embedded” posi- tioning with its customers supports “confidence in growth estimates.” Applied Aerospace is sole-source on more than 80% of its contracts. Kahyaoglu’s price target is $25. She recently met with Applied Aerospace management at the biennial Farnbor- ough Airshow outside of London, gaining confidence in the company’s missile and space products. Their view isn’t unique on the Street. Overall, six of seven analysts covering the company have a Buy rating on the shares. The average Buy-rating ratio for S&P 500 index stocks typically ranges from 55% to 60%. The average analyst price target for Applied Aerospace stock is about $25. The $25 price values the company at about $4.7 billion, or about 29 times Ebitda expected over the coming 12 months. Aerospace companies in the Russell 1000 index trade for about 20 times Ebitda. Of course, that’s based on the analyst price targets. Shares currently trade for about 21 times Ebitda. That’s a small premium to peers, considering that Applied Aero- space is expected to grow sales at a midteens annual rate through the end of the decade. What’s more, growth can be supplemented by bolt-on merg- ers and acquisitions. To be sure, investors face some risk from higher oil prices, which tend to drive down shares of aerospace players. And SpaceX stock will continue to catch other space-related companies in its massive trillion-dollar wake. Investors will also endure more volatil- ity as Greenbriar’s stake unlocks near the end of 2026. But those aren’t reasons to avoid the stock altogether. Sometimes, risks loom so large that investors forget about the potential reward. B
A statue of Adam Smith in Edinburgh.
CreateaWealthyAmerica
Smith’s classic book The Wealth of Nations helped unleash the market forces that took root first and deepest in America. N
BY KENNETH G. PRINGLE
o one has summed up the American business ethos better than an 18th century Scotsman. “Every man, as long as he does not violate the laws of justice, is left perfectly free to pursue his own interest his own way, and to bring both his industry and his capital into competition with those of any other man, or order of men,” wrote Adam Smith in An Inquiry Into the Nature and Causes of the Wealth of Nations, published on March 9, 1776. Thomas Jefferson didn’t get a chance to read The Wealth of Nations before starting on the Declaration of Independence two months later. Yet at the heart of both works, writ-
ten by two British subjects an ocean apart, was the same message: The Di- vine Right of Kings was a fraud. Power didn’t flow down from heaven, they argued; it flowed up from the people. It was a direct attack on the legiti- macy of Britain’s King George III. Jef- ferson’s assault was political, arguing that a free people could reject a tyranni- cal king. Smith’s was economic, assert- ing the right of all men to “truck, barter, and exchange”—that is, do business— regardless of royal prerogatives. To Smith, The Wealth of Nations was a “very violent attack…upon the whole commercial system of Great Britain.” The market forces that Smith un- leashed would disrupt and shatter the mercantilist system practiced by Brit- ain and the other European powers, a crown-directed strategy for hoarding
gold. Free enterprise changed the equation. Today, Smith is considered the fa- ther of modern economics, the lodestar for Keynesians and monetarists, Marx- ists and supply-siders. Try getting a degree in economics without studying The Wealth of Nations. Before conquering the world, how- ever, Smith’s concept of free enterprise took root first and deepest in America, Jefferson’s land of the free. “It is not from the benevolence of the butcher, the brewer, or the baker that we expect our dinner, but from their regard to their own interest,” he wrote. This is sometimes referred to as the “invisible hand” theory—that as we pursue our own self-interest, we un- knowingly contribute to the common good. It’s used as an argument against government interference in markets. Smith mentions the “invisible hand” just once in The Wealth of Nations, and once in an earlier work, The Theory of Moral Sentiments, and both times under limited circumstances. Rather than blindly trusting in markets, Smith had skepticism of those engaged in business. “People of the same trade seldom meet together, even for merriment and diversion, but the conversation ends in a conspiracy against the public, or in some contriv- ance to raise prices,” he wrote. Smith had contempt for landlords who “love to reap where they never sowed,” and he understood the rela- tionship between wealth and poverty. “For one very rich man there must be at least five hundred poor,” Smith wrote, in part as a warning that in- equality can cause social instability. Smith favored limited government. But a “sovereign or commonwealth” was needed to protect private property, guarantee contracts, and undertake commercial projects beyond the means of private investors, such as highways, bridges, canals, and harbors. Alexander Hamilton made public works the centerpiece of his Report on Manufactures, submitted to Congress on Dec. 5, 1791. Where the contributions of “patri- otic individuals” aren’t enough, the U.S.’s first Treasury secretary wrote, the “public purse” must be used. “In what can it be so useful, as in prompting and improving the efforts of industry?” Hamilton argued. In the decades to follow, government investment helped build the Erie Canal, cementing Wall Street’s role as the nation’s financier, as well as the rail-
roads, the Interstate Highway System, and the internet, which got its start in a Department of Defense lab. Thousands of companies, including Boeing, Intel, and Tesla, have bene- fited from government subsidies. Hamilton disagreed with Smith on one key point: free trade. Where Smith opposed tariffs, Hamilton believed that they could support nascent industries. The tariff debate split the union from the beginning. The fast-industri- alizing North supported tariffs as pro- tection from cheap imports; the slave- powered, agrarian South opposed them as an added tax burden. The Civil War settled the debate, with the U.S. following a high-tariff regime until the Great Depression. Free trade gained ascendancy after World War II, only for President Donald Trump to begin the tariff debate anew. Smith did endorse another govern- ment levy: the progressive income tax. “It is not very unreasonable that the rich should contribute to the public expense, not only in proportion to their revenue, but something more than in that proportion,” he wrote. The American problem was heating up when Smith was in London, from 1773 to 1776, preparing The Wealth of Nations for publication. Smith sug- gested that the American colonies should be given parliamentary repre- sentation or be set free. Though he never crossed the Atlan- tic, Smith dined with Benjamin Frank- lin in Edinburgh in 1759. Smith and Franklin probably re- newed their acquaintance in London, where Franklin represented the colo- nies’ interests from 1773 to 1775. “Dr. Franklin,” an old friend wrote, years later, “once told my husband that the celebrated Adam Smith, when writing his Wealth of Nations, was in the habit of bringing chapter after chapter, as he composed it, to himself…and oth- ers of the literati.” Scholars question this remembrance; it is documented nowhere else. Still, if not from Frank- lin, Smith did gain some insight into these new people called Americans. “From shopkeepers, tradesmen, and attornies, they are become statesmen and legislators, and are employed in contriving a new form of government for an extensive empire, which, they flatter themselves, will become, and which, indeed, seems very likely to become, one of the greatest and most formidable that ever was in the world.” A quarter of a millennium later, Smith’s words still ring true. B
July 27, 2026 BARRON’S 23 FUNDS
Trades Is Ending
BY LEWIS BRAHAM
M
eb Faber is irate. “Fidelity is morally bankrupt,” says the CEO of Cambria Investment Management. “Fidelity, no question, is one of the worst actors I’ve seen in 20 years.” Faber is mad about the fees that Fidel- ity’s brokerage charges exchange-traded fund managers to sell their products and investors to buy them. Since at least 2024, Fidelity—which has 57 million clients and $18 trillion under administration—has imposed placement fees on ETF providers like Cambria to be on its brokerage plat- form. These fees can account for as much as 15% of each ETF’s annual fee. More recently, Fidelity has penalized ETF companies that won’t pay these placement fees, charging the ETFs’ end investors 5% of each purchase’s value, up to a maximum of $100. What started as a small stable of 28 ETFs on Fidelity’s “ser- vice fee” list in November swelled to 118 ETFs in June. Most are smaller ETFs run by boutique firms like Roundhill Invest- ments and Miller Value Partners that need Fidelity’s platform to thrive. “I think short term, it’s bad for holders of these small niche ETFs,” says Mike Watson, head of Axos Securities, a brokerage and custodian for financial advisors. “Some of those funds become almost untradable.” Not all boutique-run ETFs are small. The $25 billion Roundhill Memory ETF became a surprise hit as microchip stocks soared in the past quarter. There’s a long thread on Reddit titled “Is DRAM still worth it with Fidelity’s 5% fee?” in which posters rage about the new fees and discuss switching to another broker. But they may be out of luck. In April, Charles Schwab executives discussed on the company’s earnings call how it would soon charge similar ETF platform fees. CEO Rick Wurster explained: “There are places where there are people operating on our platform, they’re earning incredible
margins, and we’re bringing the client to them or we’re doing the hard work, and we’re not capturing our fair share.” Fidelity told Barron’s via email that it wants a “more consistent approach across mutual funds and ETFs” regarding the placement fees it charges. “As the support, service, and infrastructure required to serve the growing ETF marketplace have expanded in recent years, that approach has evolved accordingly.” Investors will probably bear these costs as other brokers follow suit. Boutique ETFs may raise their fees to cover the placement costs, much like mutual funds did when they had to pay similar shelf-space fees to Fidelity and Schwab in the past. “As our ETF platform grows in scale and sophistication, we have begun thoughtful, often bespoke, conversations with asset managers regarding platform fees,” Schwab said via email. “These discussions are ex- pected to take place throughout this year, with implementation taking effect no later than first-quarter 2027.” Yet giants like Vanguard and BlackRock are too powerful to squeeze. Although Fi- delity’s goal is to capture 15% of an ETF’s fee revenue, placement costs are privately negotiated with each ETF provider. Perth Tolle, founder of Life + Liberty Indexes and creator of the index tracked by the $3 billion Freedom 100 Emerging Markets ETF, says she knows of firms paying anywhere from 4% to 15% of fee revenue. “There are different deals with everyone,” she says. Tolle compares the pressure to make the payments to having a “gun to your client’s head. Our clients are everything to us. They are family.” “Vanguard does not make payments for preferential placement or treatment of its products,” a spokesperson said via email. Vanguard may make payments to financial service providers for things like events, data, and other services.” Payment for fi- nancial data is a common backdoor form of revenue sharing. Vanguard declined to disclose any details. B
Techweaknessandwardrove the S&P500down 1.67%andprecious-metals fundsup4.88%.
One Week Year-to-Date U.S. STOCKFUNDS – 1.34% 11.04% TOPSECTOR / Precious Metals EquityFunds 4.88 – 10.00 BOTTOM SECTOR/ Consumer Services Funds – 5.67 – 3.09 S&P 500 – 1.67 8.22 U.S. BONDFUNDS – 0.58 0.35 Bloomberg Barclays AGGBond – 0.78 – 0.71
TheWeek's Top25
FundInvestment Objective One Week Year-to-Date BerkshireFocus / BFOCX Multi-CapGrowth 8.87% 35.9% FidelitySel Gold / FSAGX PreciousMetalsEq 6.13% – 9.3% FidelitySAI Infltn Foc / FIFGX Commodities General 5.79 47.7 PIMCOComm+ Strat I-2 / PCLPX Commodities General 5.74 39.2 Midas Disc/ MIDSX PreciousMetalsEq 5.69 – 9.5 OCMGold Atl/ OCMAX PreciousMetalsEq 5.60 – 6.0 GabelliGold I / GLDIX PreciousMetalsEq 5.54 – 11.8 Sprott GoldEquity Inv / SGDLX PreciousMetalsEq 5.52 – 8.7 InvescoEnergy A / IENAX Natural Resources 5.50 33.4 VanEck IntlGold A / INIVX PreciousMetalsEq 5.48 – 6.9 AQRMgd Fut Str HV R6/ QMHRX Alt MgdFutures 5.42 17.9 RydexPrecious MetlsInv / RYPMX PreciousMetalsEq 5.38 – 10.3 GuinnAtkinGl Energy / GAGEX GLNatural Resourc 5.25 36.3 US Glbl Gold&PM/ USERX PreciousMetalsEq 5.14 – 11.1 G&RResources Inst / GRHIX GLNatural Resourc 5.11 6.8 PGIMQuant Cmd StratR6 / PQCMX Commodities General 5.06 31.6 AllspringPrec Met I / EKWYX PreciousMetalsEq 4.99 – 10.9 BlackRockEnrgy Opp A/ BACAX GLNatural Resourc 4.97 33.9 FidelitySel Nat Res / FNARX GLNatural Resourc 4.95 23.9 FidelitySel Energy / FSENX Natural Resources 4.88 40.7 CantorFrtz CmdtyRS Ins / CRSOX Commodities General 4.85 26.5 GoldmanComm Str I / GCCIX Commodities General 4.80 20.3 FidelityGlobal Com Stk/ FFGCX GLNatural Resourc 4.77 21.9 PGIMJenn Ntrl ResZ / PNRZX GLNatural Resourc 4.72 16.4 DFACommodity Strat / DCMSX Commodities General 4.72 30.2
FundInvestment Objective One Week Year-to-Date BaronPartnersFund Inst / BPTIX Multi-CapGrowth – 9.41 – 5.2 BaronFocusedGro Inst / BFGIX Multi-CapGrowth – 8.06% – 3.2% InvenomicInstl / BIVIX Alt Long/ShortEq – 7.88 – 4.9 FidelitySel Cnsmr Dsc / FSCPX ConsumerServices – 7.09 – 6.4 JacobInternetFund Inv / JAMFX Science&Tech – 7.04 – 21.1 FidelitySel Comm Serv / FBMPX ConsumerServices – 6.57 3.6 Midas Spec Opp / MISEX Multi-CapCore – 6.48 7.3 BaronGen GrowthInst / BGRIX Mid-CapGrowth – 6.41 – 13.1 Transam CapGrowth I / TFOIX Multi-CapGrowth – 6.39 – 10.1 JacobSmall Cap Gro Inst / JSIGX Small-CapGrowth – 6.18 – 28.2
TheWeek's Bottom10
TheLargest 25
Assets 3-Year* 1-Week YTD FundInvestment (billions) Objective Return Return Return
FidelitySA US Tot Stk/ FCTDX $257.1 Multi-CapCore 20.0% – 1.57% 12.1%
American Funds GroA / AGTHX $179.5 Large-CapGrowth 19.9% – 2.16% 4.7%
FidelityContrafund / FCNTX 166.5 Large-CapCore 23.8 – 2.60 6.6
PIMCOIncome Inst / PIMIX 143.9 Multi-SectorInc 6.8 – 1.11 – 0.0
American Funds BalA/ ABALX 134.4 MixTgtAllGro 15.5 – 0.47 8.0
Vanguard Tgt Ret2035 Inv / VTTHX 129.3 Mixed-AssetTarget 2035 13.4 – 1.02 6.8
Vanguard Tgt Ret2045Inv / VTIVX 121.1 Mixed-AssetTarget 2045 15.5 – 1.08 8.4
Vanguard Tgt Ret2040Inv / VFORX 119.6 Mixed-AssetTarget 2040 14.5 – 1.05 7.6
Vanguard Tgt Ret2030 Inv / VTHRX 114.3 Mix-AsstTarg2030 12.3 – 0.99 5.9
American Funds ICA A/ AIVSX 111.4 Large-CapCore 20.4 – 1.85 7.6
Vanguard Wellington Adm / VWENX 110.8 MixTgtAllGro 13.6 – 1.29 4.7
Vanguard Tgt Ret2050Inv / VFIFX 108.1 Mix-AsstTarg2050 16.5 – 1.12 9.2
FidelitySA US Total Stk / FSAKX 99.4 Multi-CapCore 0 – 1.57 10.3
American Funds Wash A / AWSHX 97.8 Large-CapValue 17.0 – 0.89 7.7
American Funds FInvA/ ANCFX 95.7 Large-CapCore 22.3 – 0.74 12.1
FidelitySA Core Inc / FIWGX 91.9 GeneralBond 4.2 – 0.69 – 0.0
Vanguard PRIMECAPAdm / VPMAX 90.2 Large-CapCore 24.4 0.06 21.9
FidelityGro Company / FDGRX 89.7 Large-CapGrowth 27.5 – 1.87 16.3
Dodge& Cox IncomeI / DODIX 85.6 CoreBond 4.5 – 0.87 – 0.7
FidelityBlue Chip Gr / FBGRX 84.0 Large-CapGrowth 25.5 – 1.81 11.5
American Funds IncA/ AMECX 84.0 MixTgtAllGro 13.3 – 0.11 7.3
Vanguard Tgt Ret2055Inv / VFFVX 76.4 Mix-AsstTarg2055 16.6 – 1.12 9.3
24 BARRON’S July 27, 2026 INCOME INVESTING
S
W
BeatREITsforDividends
BY IAN SALISBURY
hen it comes to dividends, real estate stocks’ high yields look awfully tempt- ing—but bank stocks, which boast extras like share buybacks and dividend hikes, may be a better bet. Both banks and real estate investment trusts are sensitive to interest-rate moves, and both were hit after the Fed- eral Reserve started raising rates in 2022. Both offer market-beating yields—REITs at 3.1% and banks at 1.9%. (The S&P 500 index yields a paltry 1%.) But while real estate is still in the midst of a halting recovery, bank stocks have come roaring back, with the Invesco KBW Bank ex- change-traded fund (ticker: KBWB) re- turning more than 30% in the past year. Though REITs are still struggling with comparatively high interest rates, banks have been able to profit from the steepen- ing yield curve—the gap between shorter and longer rates. While REITs typically borrow money, banks are short-term bor- rowers and long-term lenders. The difference shows up in the sectors’ second-quarter earnings. Wall Street ana- lysts forecast financial profits to grow nearly 18%, compared with less than 6% for real estate stocks, according to FactSet. Banks have also been benefiting from a strong economy and robust investment banking activity, exemplified by the hot initial-public-offering market. In June, 32 of the nation’s largest banks sailed through the Fed’s stress test. The upshot was a slew of dividend hikes and share buybacks. JPMorgan Chase, Wells Fargo, Morgan Stanley, and others announced double-digit in- creases to their payouts last month. A number of regional banks, including PNC Financial and Regions Financial, followed suit after reporting strong sec- ond-quarter profits in July. UBS Investment Bank, which favors financials over REITs, recently compared
the two sectors’ “shareholder yield,” which adds buybacks and dividends to get a better read on total cash returned to shareholders. Seen through that lens, fi- nancials yield close to 5%, compared with less than 3% for REITs. While buybacks aren’t money in investors’ pockets, lower share counts tend to translate into higher earnings per share and better total return. “Buybacks plus dividends are up nearly 50% year over year for the Financials sec- tor on a quarterly basis,” wrote the UBS equity strategy team led by Keith Parker. “We expect that to continue.” The simplest way to invest in the bank- ing sector is the Invesco KBW Bank ETF. The fund, with a 1.9% yield, has JPMorgan Chase, Bank of America, and Wells Fargo among its top holdings. Investors who want to tilt away from those mega names, which tend to have higher price/earnings ratios and lower yields than regional banks, have another option: State Street SPDR S&P Bank (KBE). The ETF, with a 2.1% dividend yield, has an equal-weighted portfolio of about 100 U.S. stocks. Preferred shares, many of which yield 5% to 7%, are another option. These se- curities, often regarded as a hybrid be- tween stocks and bonds, are largely is- sued by banks. The Cohen & Steers Preferred Securities & Income fund (CPXIX), with about half of its assets invested in financials, yields 5.8%. As for REITs, UBS notes that the housing market remains stuck in low gear due to a weak single-family rental market, oversupply in the Sunbelt states, and other issues. The office market also remains spotty. There are bright spots, including REITs that focus on data cen- ters and senior housing, such as Well- tower, Equinix, and Digital Realty. The problem is that they boast relatively low dividend yields and high P/Es. Right now, banks, despite their com- paratively low yields, offer a better shot at decent total returns. B
New Prime Minister
BY GEORGE GLOVER
ome of the United Kingdom’s best- known musical artists—including Oasis, The Smiths, and New Order—come from Manchester. Now the northern city’s former mayor, who just became prime minister, needs his economic policies to hit all the right notes. Andy Burnham became the U.K.’s fifth prime minister since 2022 on July 20, shortly after he was elected unopposed to lead the ruling Labour Party. He was Manchester’s mayor for nine years, then won a vote to become the member of Parliament for nearby Makerfield in June. Reviving a stagnant economy should be a top priority, but first Burnham will have to soothe investors. The so-called King of the North won’t last long unless he can win over the bond market, which holds a tight grip on government spending and has a history of punishing prime minis- ters who don’t play nice. It has been a shaky start. Shortly after taking charge on Monday, Burnham said he would use “any flexibility” within the U.K.’s fiscal rules to help fund his policies, which include curbing homelessness, cutting taxes on electricity bills, and lowering a cap on bus fares. Burnham also surprised the market by picking former Defense Secretary John Healey as his finance minister. The ap- pointment could herald higher military spending, given that Healey quit his old job in June after former Prime Minister Keir Starmer refused to invest more in defense. Healey’s resignation and Burn- ham’s election as an MP helped bring down Starmer’s government. Investors wonder where the money to fund the spending plans will come from. The yield on the 10-year govern- ment bond, known as a gilt, topped 5% on Burnham’s first day in office, its high- est level since May, and kept climbing. That won’t faze Burnham. “We’ve got to get beyond this thing of being in hock
to the bond market,” he said in September as he set out his vision for government while still Manchester’s mayor. Since then, he has promised to stick to fiscal rules requiring the U.K. to balance spend- ing with tax revenue and reduce debt as a share of gross domestic product. Blindsiding investors is risky. Conser- vative Prime Minister Liz Truss lasted just 45 days in office before resigning in Octo- ber 2022 after her plans for unfunded tax cuts triggered a surge in gilt yields. Four years later, the market remains on edge. Unless Burnham is willing to upset vot- ers by hiking taxes, there could be another selloff in bonds. If the government doesn’t stick to the fiscal rules, “the risk premium could rise materially,” wrote UBS econo- mist Arend Kapteyn in a research note. Burnham’s economic agenda isn’t just about spending more. The former mayor has also pledged to empower cities and regions by moving some operations from London to Manchester. That policy makes a lot of sense. Other parts of the U.K. have long languished behind the capital, and putting more power in the hands of local authorities could speed up decision-making and help address the productivity gap. The U.K.’s economic output per hour worked has lagged well behind the U.S., France, and Germany in recent years, according to data from the Productivity Institute. “There need to be steps to decentralize, build bottom-up strategies, give regions and city mayors more fiscal autonomy,” Deutsche Bank economist Sanjay Raja tells Barron’s. “We haven’t tapped into the fullness of regional productivity as other countries have.” But if Burnham carries on spooking the market, he won’t ever get around to imple- menting his grand devolution plan. To avoid another Truss moment—when a bond-market meltdown triggered a leader- ship change—the new prime minister must make sure investors and his govern- ment are dancing to the same beat. B
July 27, 2026 BARRON’S 25 TECH TRADER
AMD Is Taking Direct Aim at Nvidia L
ost in a downbeat day for tech was a big mo- ment for Advanced Micro Devices. Dur- ing an event on Thurs- day afternoon called Advancing AI, the company made a compelling case that it’s becoming a true rival to Nvidia. AMD’s latest data-center confi- dence is showing up in projections for the future. Normally a company that is conservative with financial estimates and comparisons to com- petitors, AMD sounds suddenly ebullient about its prospects. During Thursday’s keynote, led by CEO Lisa Su, the company once again boosted its projections for the AI mar- ket. AMD also made bold claims about its chips’ superiority versus Nvidia, Intel, and Arm Holdings—out-of- character bravado for the firm. The announcements show just how far AMD has come in the past three years, from everyone’s second choice to a leading chip vendor in the red-hot AI data-center arena. In a world previ- ously dominated by Intel and Nvidia, AMD is staking its claim to the hun- dreds of billions of dollars flowing from the AI boom. When the AI frenzy began, the typ- ical AI server had two Intel CPU chips and eight Nvidia GPUs, with four of the servers going into a standard-size rack. AMD was largely shut out. The company had only competed with Nvidia in gaming chips, not in the data center. By 2024, Nvidia had reimagined what a server could be by stuffing 72 of its GPUs, 36 of its CPUs, more
prospects. It now sees the total market for AI chips reaching $1.4 trillion in 2030, up from a $1 trillion forecast it shared late last year.
Courtesy AMD
BY ADAM LEVINE
Nvidia networking chips, and miles of copper cabling into a single server, the size of the whole rack. AMD was coming from way be- hind. A year ago at Advancing AI, AMD announced its alternative, the Helios rack with AMD GPUs, CPUs, and networking chips. During Thursday’s keynote, AMD said that Helios was cheaper, faster and more efficient than Nvidia’s cur- rent Vera Rubin servers. AMD also upgraded its projection for the total market for AI chips in 2030 to $1.4 trillion, up from the $1 trillion it shared at its analyst day in November. Helios is in production and will be shipping to a list of customers that now includes Microsoft, Oracle, Meta Platforms, OpenAI, and An- thropic. The last three participated in the keynote presentation—a clear endorsement of AMD’s progress. Nvidia remains the first choice for AI servers, but the Helios rack looks competitive. It’s likely to see plenty of business as customers seek to lessen their reliance on Nvidia. The rise of agents, which use AI
models to accomplish a complex series of tasks from simple conversational commands, is driving the booming market—and AMD’s new opportuni- ties. The process of running AI models on these rack-servers is known as in- ference, and agents chew through it at a pace that no human can come close to matching. Inference-hungry agents are the primary reason that AMD can float a number like $1.4 trillion. Agents are software, which require traditional CPU servers. In November, AMD said that it thought that the total server CPU mar- ket would be about $60 billion in 2030. The company doubled that estimate in May. On Thursday AMD raised the bar again, now to $220 billion. That’s a 267% increase in just eight months. The server CPU market is one where AMD was already very com- petitive, in this case with former mar- ket leader Intel. In November, AMD claimed to have 40% of this market, with a clear path to 50%. The field is increasingly crowded, with data- center CPUs also available from Arm, Nvidia, and Qualcomm. Here, too, AMD made bold claims around the performance and effi- ciency of its new sixth generation of EPYC CPU processors. Another emerging thread in infer- ence computing is the need to separate different parts of the process for cer- tain types of workloads that demand high speed and low latency. New chips built for that purpose are being paired with the rack-servers. Nvidia has its own solution through its $20 billion deal with chip start-up Groq. On Thursday, AMD announced a partnership with the recently public
Good news from AMD and Intel was met with indifference by investors. Since peaking in June, the PHLX Semiconductor index is down 18%.
chip company Cerebras that will per- form this sort of “disaggregated infer- ence” for these high-speed tasks. AMD’s announcements on Thurs- day weren’t all new, but together they show a company producing an Nvidia- like approach to the AI data center— one that includes multiple chips, differ- ent kinds of servers optimized for their roles, and software tying it all together. “We’re building the broadest set of compute engines in the industry so that we have the right compute for the right workload,” CEO Lisa Su said during the keynote. Investors may not be buying in yet. AMD stock was down 2.3% after the keynote news while Cerebras shares were up 4.9%. T
he reaction to AMD’s pre- sentation is just another epi- sode in the newly troubled world of chips. The sector has seen an ugly selloff after a historic rally this spring. For months, there was essentially indiscriminate buying across the sec- tor, pushing the PHLX Semiconductor index up 107% in 2026 through the close of trading on June 22. Since that high, the index has shed 18%, nearing bear-market territory. One need look no further than the reaction to Intel’s second-quarter earn- ings report later on Thursday. Intel blew away expectations, and the stock initially soared in after-hours trading. But on Friday, in the cold light of day, investors began dumping Intel before the opening bell. It finished down 7.9%. Despite the selloff, the stock remains up more than 300% in the past year. B
26 BARRON’S July 27, 2026 Q&A
GotWrong—and HowItCanFixIt F
BY EMILY RUSSELL
ederal Reserve Chairman Kevin Warsh repeatedly deflected difficult mone- tary policy questions at his first news conference in June, citing his formation of five task forces to study the Fed’s operations and their pend- ing reports. The Harvard University– trained economists, former central bankers, private-sector executives, and others chairing these committees will make their recommendations later this year regarding the central bank’s inflation and labor-market frameworks, communications strat- egy, balance-sheet policy, and data sources. As it happens, these are the same topics that economist Jai Kedia has been studying as a research fellow at the Cato Institute, a libertarian think tank in Washington, D.C. Kedia, who earned a doctorate in economics in 2023 at the University of California, Irvine, co-wrote a nine-part report last year on what the Fed got wrong regarding monetary policy, and the changes that new leadership could make to get things right. The issues he identified conspicu- ously overlap with the focus areas of Warsh’s task forces. And, based on Warsh’s statements about reforming the Fed, it seems likely that the task forces’ recommendations will also echo Kedia’s. In that way, his work
could be seen as a road map for Warsh’s Fed. Kedia envisions the Fed largely returning to its pre-2008 ways. That would mean sharply reducing its pub- lic communication about the interest- rate outlook and the scope of its work more generally. The “new” Fed, in his view, would regulate banks less and shrink its balance sheet, unwinding its holdings from roughly 26.5% of the level of all assets held by U.S. commercial banks to just 10%, the norm before the 2008-09 financial crisis. Kedia believes that the Fed should revert to a rules-based approach to monetary policy, such as the Taylor rule, which establishes the ideal fed- eral-funds rate based on a formula incorporating inflation and economic growth. The correlation between the rate a policy rule indicated and the actual fed-funds rate fell from 75% under Fed Chair Ben Bernanke to minus 2% under Fed Chair Jerome Powell, he wrote. Kedia thinks get- ting that number closer to 100% should be Warsh’s goal. In a recent interview with Barron’s, Kedia elaborated on his vision for the Fed and monetary policy. An edited version of the conversation follows.
Barron’s: Why is adopting a rules- based approach to monetary pol- icy preferable to discretionary policymaking, even if, as you have
Research Fellow, Cato Institute
when the Fed follows a rule.”
written, rules don’t always help to produce the best economic out- comes? Jai Kedia: Optimal decision-making should never be the goal of monetary policy. It just isn’t possible. At the end of the day, the [Federal Open Market Committee] is just 12 people sitting in a room making decisions about a borrowing market that in- volves millions of people who are also making borrowing and lending deci- sions. The best the Fed can do is to follow a monetary-policy rule when setting interest rates. We have discovered in economics that outcomes for regular people are better when the Fed follows a rule. From the mid-1980s to the mid-2000s, the U.S. had very low inflation and very low unemploy- ment. Funnily enough, that period, known as the Great Moderation, is most closely aligned with the Fed following a predictable rule. Rules-based policy provides mar- kets with clarity and an objective direction for interest rates. It also serves as a buffer from attacks on Fed independence. If the Fed is following a rule, there is a clear link between the data and the interest-rate deci- sion, and it is much harder for politi- cal interference to play a role.
If a rule can indicate to the public where rates are going, does that mean we wouldn’t need forward guidance from the Fed? Yes. The rule will indicate the future path of interest rates, which is the most effective form of forward guid- ance. The whole point of forward guidance when it was rolled out after 2008 was to provide a trajectory for rates, under the assumption that if people could calibrate expectations for the future, there would be good macroeconomic outcomes. But forward guidance has been just as likely to cause problems as to solve them. Take September 2025: The Fed had communicated in four forward-guidance terms that it was going to cut the federal-funds rate, no matter what. Then a horrible infla- tion report came in. [On Sept. 11,
2025, the government reported that annual inflation rose by 2.9% in Au- gust, as measured by the consumer price index.] Because the Fed had already set an expectation of cuts, it had to follow through. It seemed odd to me that earlier this year, no members of the FOMC expected a rate hike by year end. That has since changed, which brings us back to the problems with forward guidance. At some point this year, the Fed may have to raise rates because of inflationary pressures. No one would argue that tariffs or the Iran war are deflationary.
Warsh believes that productivity gains fueled by the use of artifi- cial intelligence will be disinfla- tionary, allowing the Fed to main- tain lower rates. You don’t address the impact of AI in your writing. What is your view? I disagree with Warsh on that. Most of his agenda is about having less discretion, with which I agree. But trying to make policy decisions today based on some AI bet for the future leans into discretion. There are dif- fering estimates of the potential pro- ductivity grains from AI. Some peo- ple think productivity will grow by 1% over 10 years. Others say it will grow by 1% a year. In a rules-based system, AI-related projections aren’t necessary. If there are massive gains from AI, that will show up in the data, and then in the rule.
If, or when, AI structurally changes the economy, will the Fed’s inflation framework need to change, too? We should revisit the inflation target every five years. The current 2% tar- get doesn’t have any academic sup- port. It is just a number we fixated on and calibrated our expectations to. The Fed already does a framework review every five years. Those re- views should expand in scope to take Fed reform more seriously, whether reform of the inflation target, Fed supervision, or other aspects of the Fed’s operations.
You advocate for evaluating the types of data the Fed uses to set policy. Are other types of data preferable? The Fed relies on retrospective gov- ernment data subject to many revi- sions, especially in the postpandemic era. For instance, we look at gross- domestic-product data only once ev- ery three months, so it is hard to get an accurate snapshot of the state of the economy. But when the govern- ment is providing a free product, it is difficult for a private company to offer an alternative product at a com- petitive price. The private data sources that exist mostly benchmark their offerings to data from the Bu- reau of Labor Statistics. This may sound harsh, but the government shouldn’t be in the eco- nomic statistics business. This data system is so entrenched, however, that it would be hard to disentangle it quickly. The best we can do, at least in the short term, is pressure govern- ment statistics agencies to be more accurate in the methods used to com- pute their data. They could improve their surveys’ sensitivity to responses to be less prone to error.
Fiscal and monetary policy res- cued the economy, and many com- panies, after the financial crisis and again during the Covid-19 pan- demic. If another crisis unfolds, perhaps related to the AI buildout, should the Fed step aside? Yes. Assurances of support create conditions that make it much more likely that companies fail in the fu- ture. If you instead say the Fed’s job is to maintain stable prices and maxi- mum employment, not bail out pri- vate companies, you incentivize those companies to be careful about their investment in products and infra- structure, and not take needless risks. That is the correct way for the Fed to be engaged in private business. I am an optimist about the tech sector. There could be short-term deflation in valuations of AI compa- nies. But if you leave these companies to their own devices to figure out
what is best for their products and consumers, the industry and the market will thrive.
Turning to the Fed’s balance sheet, you favor reducing it by trillions of dollars. How do you envision that happening? It sounds like the Fed would quickly crunch credit by reducing its balance sheet, which would lead to bad eco- nomic outcomes. But the Fed doesn’t need to shrink its balance sheet over- night. I am willing to give the Federal Reserve 10 years to bring the balance sheet back down to its pre-2008 level. That is roughly the time it would take to avoid dumping too many assets into the market too quickly, especially when the economy faces so many other pressures.
What role should Congress play in instigating any reforms of the Fed? The Fed Oversight Reform and Mod- ernization Act was introduced in the House in 2015. [The bill passed the House but died in committee in the Senate.] Among other things, such as limiting the Fed’s bank lending, it would have forced the Fed to adopt a policy rule. It is a good template for how Congress could force the Fed to adopt a rule. I agree with most of the things in that kind of bill, but would like some clarity on the time frame in which the Fed can change its policy rule. It has to be long enough to prevent the Fed from changing that rule too fre- quently, yet not so long that the Fed can’t adapt if it thinks it has made a mistake.
Do you have any personal advice for Warsh? It is important to stay focused on his mission, because once he starts im- plementing changes, there could be criticism coming from across the board. If the correct thing is to raise rates, he should do that, irrespective of the opinions of the Trump admin- istration.
others miss.
Exclusive picks. Early access. Expert-selected small caps and market movers.
6%
-2
-6
M A R K E T P E R F O R M A N C E D A S H B O A R D
Dow Jones Industrials
-4
52-wk: +15.69% YTD: +8.08% Wkly: -0.38%
-8
Chip Rally The tech-heavy Nasdaq Composite rose 1.3% on Tuesday, led by chip stocks. The PHLX Semiconductor Sector Index rose 5.2% in its largest one-day gain in over a month.
Nasdaq Composite
Monday Tuesday Wednesday Thursday Close
Source: Barron’s Statistics
Rewritten TheRules OftheStock Market F
S&P 500
52-wk: +16.02% YTD: +8.28% Wkly: -0.61% 24,975.82
Earnings Watch The tech rally took a breather on Wednesday as investors waited for Alphabet and Tesla to report earnings. The S&P 500 and the Nasdaq fell 0.1% and 0.6%, respectively.
Alphabet
orget risk on/risk off. AI on/AI off is now driving the stock market. Once upon a time, the market was guided by whether or not investors wanted to take risk. The idea was that on some days, traders would become more optimistic about the economy and earnings and buy all kinds of stocks and sell their stodgy bonds. On others, they’d guiltily sell the speculative stuff and return to the homey comforts of bonds, gold, and the like. Risk on. Risk off. You don’t hear that phrase much anymore, because markets no longer work that way. Rocky Fishman at Asym Research points out that of the
52-wk: +18.32% YTD: +7.46% Wkly: -2.13% $319.74
Earnings Burn Alphabet and Tesla sank on Thursday after spending plans overshadowed their strong earnings. The Nasdaq, down 2.2%, led declines, and the Dow, which recently added Alphabet, fell 1%.
11 sectors that make up the S&P 500, five have a zero or negative correla- tion with the index over the past five months, including healthcare and real estate. Think about that for a second. If I told you the State Street Health Care Select Sector SPDR exchange-traded fund was up 0.9% this past week—it was—you wouldn’t be any closer to knowing that the S&P 500 fell 0.6%, which it did. (The Dow Jones Industrial Average was down 0.4% for the week.) It’s the same story at the single- stock level. Jonathan Krinsky of BTIG observes that the average stock in the S&P 500 moved in a different direc- tion than the index on 52 of the 135 days so far this year. By comparison, more stocks rose on index-down days
BY ALEX ROSENBERG
52-wk: +65.51% YTD: +2.15% Wkly: -7.79%
Greasing the Wheels The Dow closed up 0.5% on Friday after reports of efforts to reignite U.S.-Iran negotiations sent Brent crude oil futures sliding back below the $100-per-barrel level.
Friday
-10
or fell on index-up days only 24 times in the first 135 trading days of 2025. The comparable stat never got above 15 in the 2010s. This trend of more dispersion within the equity market has plenty of interesting implications for the options wonks among us. (In fact, simultane- ously buying options on individual stocks and selling options on the index has become a favorite hedge fund trade.) It also explains why the S&P 500 can move so little on days that feel head-spinningly volatile: When half of the crew is rowing in the wrong direction, your boat goes nowhere. And it means that risk on/risk off, which once seemed to explain every- thing, now explains almost nothing. It doesn’t take Hercule Poirot to
'RZ -RQHV &R ,QF $OO ULJKWV UHVHUYHG '-
sneak preview of the Barron’s magazine headlines with our convenient email newsletter— every Friday evening.
Sign up
Today, calling artificial intelligence a mar- ket theme would be like calling the economy a market theme. Five AI heavyweights— Nvidia, Microsoft, Amazon.com, Alpha- bet, and Meta Platforms—make up about a quarter of the S&P 500. That isn’t to say that investors are waking up every morning and buying any vaguely AI stock they can get their hands on—that’s so 2025. These days, flows change almost daily, as investors feel better or worse about AI. In late June, for instance, chip stocks absolutely tanked, and on not particularly much news. At the same time, software stocks, which have seen their val- uations get crushed in an era of AI vibe- coding, rallied. You could call it a momen- tum reversal, or an intra-tech rotation. But it was really an AI-off move in a year domi- nated by the AI-on trade. The Nasdaq Composite is closed down 2.1% this past week, but is up 7.5% for the year. The questions about AI that drove the June selloff remain. Barclays this past week highlighted survey data showing that more American adults use AI for personal appli- cations than for work, while less than 14% use it daily on the job—a figure that’s essen- tially flat over the past two years. The Bar- clays team also observes that “industries adopting AI more rapidly do not appear to be experiencing faster productivity growth.” They put a positive spin on it, saying that “the evidence is consistent with an economy that remains in the early stages of the adoption cycle.” But ChatGPT was re- leased nearly four years ago, and while AI has gotten better since then, the advances haven’t been revolutionary. Nor are they expected to be so in the future. For all of the talk about creating “artificial general intelligence,” or an AI model that beats humans at every task, the goal seems much further off now than it did in the halcyon days of 2022. If AI proves to be a consumer product
DJIndustrials 51947.25 -199.17 -0.38
DJTransportation 22476.16 -247.71 -1.09
DJUtilities 1172.68 +23.62 +2.06
DJ65Stocks 16899.12 -50.46 -0.30
DJUSMarket 1801.63 -11.28 -0.62
NYSEComp. 23990.88 +173.92 +0.73
NYSEAmerComp. 8402.90 +305.32 +3.77
S&P500 7411.98 -45.71 -0.61
S&PMidCap 3783.86 +8.69 +0.23
S&PSmallCap 1761.47 -14.83 -0.84
Nasdaq 24975.82 -544.42 -2.13
Friday’s Week’s Week’s Close Change %Chg.
Friday’s Week’s Week’s Close Change %Chg.
Those worries permeated the stock mar- ket as the Magnificent Seven started report- ing earnings. On Thursday, Alphabet and Tesla shares slumped on concerns about the ever-increasing sums that they’re spending on AI. If these questions become more pressing as Microsoft and Amazon report this coming week, there are sure to be a few beneficiaries of the AI-off trade— companies such as Adobe, Cognizant Technology Solutions, and Apple—that will be ready to rally. The bigger fear is that the AI trade, which has been running powerfully for years, permanently fades. If that happens, it may be time to resurrect risk-off.
What’s your best hedge against war and mayhem? Here’s a hint: It’s also the cheap- est sector in the S&P 500. Energy stocks are trading at just 13.8 times their expected earnings over the next 12 months, a level that Nick Colas of Data- Trek Research attributes to the sector’s reliance on commodity prices. We get it— investors want to own companies that are growing earnings thanks to their robust businesses, not those that take market prices for the goo they find underground. But with rising crude prices one of the most salient risks to the market right now, that exposure to oil prices isn’t really such a bad thing. The diversification value is real. Of the five sectors that have zero or negative corre- lations to the S&P 500—healthcare and real estate among them—energy is by far the most negative, at minus 0.4 over the past five months. But Colas views these stocks as more than just a hedge. “High dividend payouts show that these companies have capital discipline,” he says. “It will no doubt take time, but these stocks can earn their way to higher valuations if their earnings and capital discipline remains solid.”
Barron’s Next50 3831.98 -139.46 -3.51
Barron’s 400 1600.84 +3.11 +0.19
Last Week WeekEarlier NYSEAdvances 1,155 1,508
Declines 1,670 1,325
Unchanged 49 48
NewHighs 175 296
NewLows 212 119
AvDaily Vol(mil) 5,113.6 5,094.4
Dollar (Finexspotindex) 101.47 100.77
T-Bond (CBTnearbyfutures) 109-23 111-13
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
Consumer Goods –5.93
These stocks could also provide a “breath of fresh air” for investors who are tiring of the artificial-intelligence stocks, Colas says. “If you’re scouting around for a group that respects your capital and doesn’t put it into science projects, this is it.” It will get a chance to show it when the King Kong of the bunch, Exxon Mobil, releases earnings on Friday. Perhaps its report will serve as a reminder of how valuable energy stocks can be. And not just in times of madness and mayhem.
Disney’s Secret Sauce Can condiments help Walt Disney catch up? Disney stock has been an absolute dog this year, dropping 17% on concerns about consumer demand and the health of its media businesses. But this past week’s news could point to at least one bright spot for the Mouse House. Kraft Heinz and Disney announced what they called a strategic alliance that “spans food service, media, events, and more,” and will include “storytelling-driven offerings.” It’s no surprise that neither stock moved on the news, given the dearth of details. When we begged Disney for more, we were primly informed, “We don’t have any more to share today.” So, we turned to legendary Disney watcher Len Testa, who runs the Touring Plans website. “I suspect you’ll see Kraft Mac-and- Cheese at the Liberty Tree Tavern,” Testa told us, referring to the Magic Kingdom restaurant. Sure, Len. But how about those storytelling-driven offerings? “It could be anything,” he said. “OK, maybe not Heinz Seafood Cocktail Sauce Presents Disney’s The Little Mermaid.” What really caught our eye is the way a Kraft Heinz exec explained the deal: “Mar- keting today…is about creating experiences that are memorable,” Nicolas Amaya told
Oil & Gas 3.48%
Utilities 2.23
Industrials 1.36
Basic Materials 1.31
Health Care 0.19
Telecommunications –0.31
Technology –0.44
Financials –0.88
Consumer Services –3.91
The Wall Street Journal. That hits on the reason more companies could look to rent a bit of pixie dust. Dis- ney, and particularly the Disney parks, have a massive and highly dedicated fan base that makes them singular among con- sumer companies. (Bet you’ve never met a Home Depot Adult.) While Disneyland was literally built on in-park sponsorships, as was much of Disney World’s Epcot park, the company is coming out of a long fallow period for Experiences-based deals as com- panies gained the ability to track the value of online ads. But in an ad-saturated world, companies may be willing to trade a bit of certainty for the chance at a deeper consumer connec- tion with the “brand halo.” And if there’s someone to make this happen for Disney, it’s Josh D’Amaro, the charismatic former park runner who was handed the keys to the Kingdom, taking over as CEO for Bob Iger in March. That’s not to say the company is practi- cally perfect in every other way. The cable business is clearly troubled. And investors, not to mention fans, are getting a bit tired of the endless parade of sequels and re- makes from its movie studios. What’s next, a live-action Steamboat Willie starring the mouse from The Green Mile? “We continue to look for evidence of successful new fran- chise development that can drive multide- cade value creation,” writes Guggenheim analyst Michael Morris. Meanwhile, there are near-term con- cerns about theme park attendance, as Comcast laid bare this past week with a warning about attendance at its competing Universal parks. But if Disney can show companies the value of being attached to the Happiest Place on Earth, it might make shareholders happy, too. Or at least a little less depressed. B
Source: S&P Dow Jones Indices
LEARN MORE: INDAGARE.COM/JOURNEYS/ TANGIER-MANSION-GLOBAL-SEPTEMBER-2026
32 BARRON’S July 27, 2026 INTERNATIONAL TRADER
T
conferences.
Barron’s summits. Yours are the only ones I go to.”
— RIA who has been to 14 straight Barron’s Advisor Independent Summits
For two decades, Barron’s has refined the art of attracting and convening top financial advisors. We believe what sets us apart is the rigor, relevance, and results of compelling learning experiences that well-regarded financial advisors value.
To find out how you can partner with Barron’s to reach the nation’s top financial advisors, scan the QR code.
Despite Trump Rift
BY CRAIG MELLOW
he honeymoon between Mexi- can President Claudia Shein- baum and U.S. counterpart Donald Trump is over. The marriage between two economies that racked up $873 billion in two-way trade last year abides. Investors are focusing on the latter. The iShares MSCI Mexico exchange- traded fund has treaded water since the U.S. administration’s July 1 announcement that it wouldn’t renew the U.S.-Mexico- Canada Agreement, or USMCA, on free trade. That leaves Mexican stocks up 10% year to date. The peso has risen more than 3% against the dollar in 2026. Those gains are holding despite Mexico being nearly twice as dependent on ex- ports to the U.S. as Canada relative to gross domestic product, and the two lead- ers’ discourse turning from warm to prickly. Mexico’s foreign ministry recently asked U.S. state attorneys general to inves- tigate the death of 14 Mexican nationals in Immigration and Customs Enforcement detention. Trump has called Sheinbaum a “scared woman” who has “lost control of her country” to narcotics traffickers. “People assume Mexico is going back to the Stone Age, but markets are calm,” remarks Malcolm Dorson, head of emerg- ing markets strategy at Global X ETFs. One reason is that not renewing USMCA doesn’t mean tearing it up. The pact remains in force for another 10 years even if the “review” scheduled for 2026 flops, which it may not. U.S. and Mexican negotiators locked horns again this week on a long Washington wish list, from more U.S. content in cars to stronger barriers to Chinese goods sneaking in through Mex- ico’s “back door.” “Last I heard, the U.S. had a list of 54 issues,” says Michael McAdoo, a director for global trade and investment at consul- tant BCG.
Sheinbaum is presiding over stable if not dynamic macro conditions. With infla- tion holding at 3% to 4% annually, the 9%- plus yield on 10-year Mexican government bonds spells a “super attractive real yield,” says Aaron Hurd, senior currency portfo- lio manager at State Street Investment Management. He foresees a steady peso to keep those returns flowing. Mexico is positioned to benefit from the U.S.-driven artificial-intelligence explo- sion, too. “Mexico is the second-largest exporter of GPUs [graphics processing units] to the U.S. after Taiwan,” notes Henry Ziemer, a fellow at the Center for Strategic and International Studies. U.S. hyperscalers have plans to sink more than $80 billion into data centers south of the border, where land and labor are cheaper. Dorson adds. His top Mexi- can stock pick is Corp. Inmobiliaria Vesta, an industrial real estate developer poised to cash in. He also likes leading bank Banorte. Not that a “zombie” USMCA is good news for Mexico, or for a U.S. auto indus- try that has evolved a profitable architec- ture concentrating high value-added de- sign and electronics north of the border and more labor-intensive “cut and sew” functions in Mexico, says Mark Wakefield, global automotive market lead at consul- tant AlixPartners. “The industry was happy with USMCA the way it was,” he says. Sheinbaum’s adroit fencing with Trump has also masked paralysis on domestic reforms that might boost economic growth past the annual 1%-ish that Mexico eked out over the past few years. She hasn’t budged, in particular, from the state stran- glehold she inherited on the hydrocarbon and power sectors. “Coming up to two years in power, I give her a C+ or B-,” says Ziemer of CSIS. “At a certain point, you have to move forward.” That grade looks good enough to keep clipping coupons on Mexican debt, though. B
July 27, 2026 BARRON’S 33 THE STRIKING PRICE
T
Others Are Fearful
BY STEVEN M. SEARS
here are few truths in the mar- ket, but this is one: It’s better to buy fear than sell because of it. Yet it often takes only a few erratic days, or big swings in key stocks, for investors to forget it. We’ve seen evidence of that in the past few weeks as artificial-intelligence hyper- scaler stocks like Alphabet, Microsoft, and Meta Platforms, chip stocks like Mi- cron Technology, and other momentum darlings have been unusually volatile. The price volatility could worsen if this coming Wednesday’s hyperscaler earn- ings and Federal Reserve’s rate-setting committee meeting solidify hedge fund concerns that momentum trading is due for a break. If the fund managers are right—and po- sitioning shows that they have been selling such hot stocks—watch out. The current historic levels of margin debt could trigger a panic if brokerage firms are forced to sell stocks to cover the loans they made. That margin debt is undergirding the battle royale that has been brewing be- neath the market surface for weeks: Many hedge funds have soured on momentum trading, but individual investors haven’t. These two groups normally move to- gether, as they both like trading the same stocks. The recent divergence suggests that hedge funds may be waiting to ham- mer stocks lower if this coming week’s news is dour, which would spark margin selling and weaponize the fear that is now lingering like a heavy fog. As we regularly advocate, investors should have a list of stocks they want to own, or buy more of, during declines. The simplest way to do that is using “good till cancel” limit orders, which in- struct a broker to buy a stock at or below a set price. For example, if you want to own Merck because of its new choles- terol pill, a GTC limit order of $125 lets you buy the stock, currently at $131.07, at
The current historic levels of margin debt could trigger a panic if brokerage firms are forced to sell stocks to cover the loans they made.
13%
that lower price. We argue that it’s better to get paid to do that in the options market. By selling a put option on any stock you want to buy, you get paid to do so via the put premium for agreeing to buy the stock at a lower price. We have advocated this for so long that it has become one of the most popu- lar strategies. (Puts give holders the right to sell 100 shares of an underlying asset at a specific price and time.) With Merck, sell the August $125 put for about $2. This creates an effective pur- chase price of $123 (strike less put pre- mium). If the stock is above $125 at expi- ration, you keep the put premium. S
ince investor sentiment and cor- porate earnings are difficult to forecast—fear could spark a big decline, but strong earnings could continue to support equity prices—it’s worth considering a twist on this strategy. To position for a decline, or a rally, sell two puts with the same strike price and expiration, and buy a call option with a higher strike price but the same expira- tion. (Calls give holders the right to buy 100 shares of an underlying asset at a specific price and time.) Take Goldman Sachs Group, itself a master of volatility and fear. With the stock at $1,061.23, sell two September $1,005 puts for a total of about $60, and buy a September $1,070 call for about $51. If the stock is at $1,170 at expiration, the call is worth $100. The risk: The stock falls far below $1,005. The ideal time to implement the trade is during a big decline, when put prices are inflated with fear premiums, so you make more selling them, and call premiums— which momentum trading has made expensive—are more normally priced. Monetizing fear isn’t without risk. It’s a lot like running into a burning building, but if you sit tight and watch the show instead, you run the risk of missing out on the biggest gains. B
CBOE Volatility Index
VIX Close VIX Futures
A S O N D J F M A M J J
A S O N D J F M A M J J
A S O N D J F M A M J J
A S O N D J F M A M J J
Source: CBOE Daily Values
SPX Skew
Implied volatility %
Implied volatility %
Source: Credit Suisse Equity Derivatives Strategy
Source: Credit Suisse Equity Derivatives Strategy
Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher readings are bearish.
Source: McMillan Analysis Corp.
Company Symbol Tot Vol Calls Puts AvgTot Vol IV%ile Ratio
Calixinc. CALX 10945 6219 4726 680 56 16.1
IMAX IMAX 18739 11029 7710 1740 50 10.8
UTZBrands UTZ 13949 7746 6203 1380 97 10.1
CognyteSoftware CGNT 3393 3313 80 400 84 8.5
PCConnection CNXN 2714 2442 272 328 97 8.3
15%
LSBIndustries LXU 6033 5880 153 724 94 8.3
Pegasystems PEGA 12430 6356 6074 1588 76 7.8
TEConnectivity TEL 66949 63564 3385 8980 88 7.5
AllegionPLC ALLE 4603 4365 238 664 27 6.9
Danaher DHR 84753 31283 53470 16428 83 5.2
Zoominfo Technologies GTM 33428 18879 14549 7020 98 4.8
SuperGroup LTD SGHC 66211 65321 890 14576 53 4.5
3MCo. MMM 136408 93416 42992 33064 48 4.1
Decker’sOutdoor DECK 30562 16362 14200 8012 98 3.8
RushStreetInteractive RSI 18036 10987 7049 4920 38 3.7
CSXCorp. CSX 173553 121536 52017 49724 89 3.5
GeneralMotors GM 194750 119922 74828 55516 67 3.5
ObsidianEnergy OBE 18770 18446 324 5432 98 3.5
Vizsla Silver VZLA 36960 35014 1946 10684 0 3.5
TexasInstruments TXN 130271 79343 50928 40328 95 3.2
The Equity-Only Put-Call Ratio
Put-Call Ratio S&P 500 Index
NDX Skew
34 BARRON’S July 27, 2026 INSIDE SCOOP
E
T
PowersUpan11%Stake
BY IAN SALISBURY
he Energizer Bunny got a jolt from one of its major shareholders, Aqua Capi- tal, which upped its stake in the battery maker. Aqua Capital bought 100,000 Energizer Holdings shares at an average price of $20.21 from July 17 to July 20, for a total investment of just over $2 mil- lion, according to a Form 4 recently filed with the Securities and Ex- change Commission. The share purchases brought Aqua’s total stake in the company to 7.76 million shares, the filing states. Energizer has about 68.5 million shares outstanding, according to FactSet, suggesting that Aqua’s stake stands at about 11% of the company. Shares of Energizer are down about 11% in the past year, hit by
Snaps Up Stock After Postearnings Slide
levance Health’s CEO snapped up company stock for the first time this year, making a $1 million purchase just days after a postearnings selloff dragged down shares of the health insurer. CEO and President Gail Bou- dreaux picked up 2,725 Elevance shares on July 17 at prices ranging from $366.14 to $368.69 apiece, or just over $1 million in total. The purchase brings her direct holdings to 171,976 shares, valued roughly at $67 million based on a re- cent price of $388.24. Boudreaux holds an additional 60 shares indirectly
weak demand from cost-conscious consumers and tariffs, which forced the company to realign its manufac- turing footprint. Things may be turning around. In May, Energizer reported that fiscal second-quarter operating earnings per share surged 40% over the prior year, helped by improving gross margins. Energizer has also seen recent mar- ket share gains against its archrival, Duracell, which is owned by Berk- shire Hathaway, according to a May note from Evercore ISI analyst Robert Ottenstein. Energizer, which didn’t respond to a request for comment, will report third-quarter results on Aug. 4. The SEC filing states that Aqua Capital is a wholly owned subsidiary of Durango Capital. Alfredo Jose Diez Ramirez is the sole director and presi- dent of Durango Capital, according to the filing. Efforts to reach Aqua or the director weren’t successful. B
through her spouse’s revocable trust. The CEO’s last purchase on the open market occurred in July 2025, when she bought 8,500 shares for about $2.4 million. Like the most recent transaction, that sale also occurred directly on the heels of second-quarter earnings. Elevance reported quarterly results on July 15. Although the numbers topped analysts’ forecasts, they weren’t enough to satisfy investors looking for more compelling signs of a recovery, triggering a sharp decline in the stock price. This pullback came immediately after a strong rally. Elevance stock had closed at $426.79 on July 14, position- ing it near the upper end of its 52- week range. Shares slid more than 12% from the earnings release to Fri- day’s close. —Mackenzie Tatananni
Aqua Capital, a major shareholder in Energizer Holdings, raised its stake in the battery maker.
Nano Dimension (NNDM) Murchinson lowered its stake in the additive manufacturing com- pany to 17,136,276 shares. Murchin- son did so through the sale of 3,449,174 Nano Dimension shares from June 24 through July 20 at per share prices of $1.32 to $1.53 and slightly offset those sales through the purchase of 300,000 shares on July 20 at a price of $1.55 per share. On July 17, Murchinson entered into a settlement agreement with Nano Dimension, pursuant to which four directors, including CEO David Ste- hlin, resigned from the board. Three Murchinson-nominated directors were appointed to fill the vacancies, and Murchinson irrevocably with- drew its demand for an extraordi- nary general meeting that had been scheduled for July 31. Following the latest activity, Murchinson contin- ues to own an 8.1% stake in Nano Dimension’s outstanding stock. Shares of Nano Dimension have lost roughly 5.1% of their value in 2026.
Holdings
Metalla Royalty (MTA) Tether Holdings raised its stake in the precious-metals royalty and streaming company to 12,587,333 shares. Tether did so through the purchase of 1,098,158 Metalla Roy- alty shares from June 16 through July 15 at per share prices of $6.61 to $7.85. Following the latest pur- chases, Tether continues to own a 13.5% stake in Metalla Royalty’s outstanding stock. Shares of Met- alla Royalty have gained roughly 2.5% in value in 2026.
Xerox Holdings (XRX) Starteepo Invest raised its stake in the printing and digital docu- ment solutions company to
8,940,000 shares. The Czech in- vestment fund did so through the purchase of 800,000 Xerox shares from July 9 through July 10 at per share prices of $2.78 to $2.81. Fol- lowing the latest purchases, Start- eepo Invest owns a 6.8% stake in Xerox’s outstanding stock. Shares of Xerox have gained about 11.4% in value in 2026.
Holdings
Angel Oak Mortgage REIT (AOMR) Davidson Kempner Capital Management lowered its stake in the residential mortgage REIT to 1,158,320 shares. Davidson Kemp- ner did so through the sale of 700,000 Angel Oak Mortgage REIT shares on July 14 at a price of $8.51 per share. Following the lat- est sale, Davidson Kempner contin- ues to own a 5% stake in Angel Oak’s outstanding stock. Shares of Angel Oak have gained roughly 3.1% in value in 2026.
Daktronics (DAKT) Alta Fox Opportunities Fund lowered its stake in the maker of electronic scoreboards and display systems to 2,886,799 shares. Alta Fox did so through the sale of 484,600 Daktronics shares from June 24 through June 30 at per share prices of $19.51 to $20.72. Following the latest sales, Alta Fox continues to own a 6% stake in Daktronics’ outstanding stock. Shares of Daktronics have lost about 3.8% of their value in 2026.
These disclosures are from 13Ds filed with the Securities and Exchange Commission. 13Ds are filed within 10 days of an entity’s attaining more than 5% in any class of a company’s securities. Subsequent changes in holdings or intentions must be reported in amended filings. This material is from July 16 through July 22, 2026. Source: VerityData (verityplatform.com)
July 27, 2026 BARRON’S 35 WINNERS & LOSERS
Winners
Losers
Winners
Losers
Winners
Losers
Name (Sym) Volume Close Change %Chg. UtzBrands(UTZ) 97445 14.10 +6.89 +95.6 Cleveland-Cliffs(CLF) 201706 11.93 +2.65 +28.6 OceaneeringIntl(OII) 9674 52.73 +10.45 +24.7 TenetHealthcare(THC) 9004 233.20 +38.29 +19.6 KosmosEnergy(KOS) 68865 2.63 +0.39 +17.4 RingCentral(RNG) 18897 48.31 +6.99 +16.9 SK Telecom(SKM) 15127 35.67 +5.05 +16.5 SensientTech(SXT) 5401 126.79 +17.74 +16.3
Name (Sym) Volume Close Change %Chg. Claritev(CTEV) 630 21.61 –8.78 –28.9 EvolentHealth(EVH) 22944 4.22 –1.59 –27.4 LibertyEnergy(LBRT) 39490 17.36 –6.48 –27.2 Albertsons(ACI) 85701 11.03 –4.08 –27.0 Shutterstock(SSTK) 9307 5.58 –1.83 –24.7 agilon health(AGL) 1561 98.00 –31.84 –24.5 Wolfspeed(WOLF) 19781 23.09 –6.80 –22.8 Offerpad(OPAD) 207 4.02 –1.16 –22.4
Name (Sym) Volume Close Change %Chg. VidaGlobal(VIDA) 639 2.86 +0.54 +23.3 SifcoInd(SIF) 619 25.99 +3.49 +15.5 NovaGoldRscs(NG) 45452 5.93 +0.75 +14.5 UnusualMachines(UMAC) 15841 19.36 +2.43 +14.4 AcmeUnited(ACU) 148 53.94 +6.39 +13.4 DakotaGold(DC) 6279 4.65 +0.48 +11.5 IvanhoeElectric(IE) 13365 9.06 +0.93 +11.4 GranTierraEner(GTE) 1361 7.34 +0.75 +11.4
Name (Sym) Volume Close Change %Chg. GoldgroupMining(GORO) 19668 2.00 –2.25 –52.9 Enigmatig(EGG) 490 5.10 –2.39 –31.9 Comstock(LODE) 9569 3.00 –0.92 –23.5 SRX Global(SRXH) 10959 1.80 –0.53 –22.7 RegentisBio(RGNT) 997 1.96 –0.42 –17.6 FlexSolInt(FSI) 187 5.01 –0.93 –15.7 EVI Industries(EVI) 390 13.95 –2.57 –15.6 ApimedsPharm(APUS) 68 5.65 –0.95 –14.4
Name (Sym) Volume Close Change %Chg. NIP(NIPG) 410 15.50 +10.72 +224.3 InstinctBioTechnCo(BIOT) 181 15.50 +6.00 +63.2 SafetyInsurance(SAFT) 2066 103.20 +29.06 +39.2 Noodles(NDLS) 590 15.36 +4.25 +38.3 Oatly(OTLY) 2199 13.37 +3.33 +33.2 CipherDigital(CIFR) 165582 23.15 +5.59 +31.8 SuperMicroComp(SMCI) 374971 30.10 +5.92 +24.5 Hut8(HUT) 24203 109.99 +18.54 +20.3
Name (Sym) Volume Close Change %Chg. Leslie's(LESL) 5951 1.24 –1.35 –52.1 QumulusAI(QMLS) 5040 7.16 –7.12 –49.9 BOXABL(BXBL) 6410 4.91 –3.39 –40.8 Codexis(CDXS) 13992 1.48 –0.76 –33.9 NextCure(NXTC) 2599 4.24 –1.75 –29.2 BioHarvestSci(BHST) 275 1.92 –0.78 –28.9 SLScience(SLBT) 658 3.12 –1.18 –27.4 FreeCast(CAST) 1680 1.93 –0.71 –26.9
Volume Percentage Leaders
Volume Percentage Leaders
Volume Percentage Leaders
Name(Sym) Volume %Chg. Close Change UtzBrands(UTZ) 97445 908.5 14.10 +6.89 TutorPerini(TPC) 12668 363.7 86.77 +8.15 AlussaEnerII A(ALUB) 450 207.2 10.04 0.00 BiglariB(BH) 1008 202.4 381.39 –2.80 MolinaHealthcare(MOH) 17107 201.2 197.55 –27.82 PenskeAuto(PAG) 4491 198.3 217.35 +14.69 Shutterstock(SSTK) 9307 183.5 5.58 –1.83 SoulpowerAcqn(SOUL) 257 179.4 10.39 +0.01 Danaher(DHR) 63543 174.7 191.50 –12.33 ChainBridgeBncp(CBNA) 133 162.0 42.23 +0.30 HeclaMining(HL) 287913 154.4 15.14 +0.81 TwentyOneCap(XXI) 15611 149.1 4.52 –0.82 Albertsons(ACI) 85701 140.8 11.03 –4.08 Imax(IMAX) 13600 139.3 43.38 +4.13 UiPath(PATH) 564393 134.2 10.84 –1.31 Traeger(COOK) 512 130.4 61.26 –7.93 V2X(VVX) 6486 129.7 83.57 +7.96 AT&T(T) 598979 126.7 24.13 +2.32 SilganHoldings(SLGN) 10062 126.7 46.43 –0.75 BankUnited(BKU) 9492 125.4 46.47 –2.39
By Share Volume
By Share Volume
By Share Volume
Name(Sym) Volume Close Change %Chg. NuHoldings(NU) 674642 14.09 +0.50 +3.7 AT&T(T) 598979 24.13 +2.32 +10.6 Nokia(NOK) 577017 9.10 –1.02 –10.1 UiPath(PATH) 564393 10.84 –1.31 –10.8 AMC Ent(AMC) 405706 2.27 +0.33 +17.0 JobyAviation(JOBY) 298187 6.93 –0.30 –4.1 FordMotor(F) 292740 14.37 +0.14 +1.0 HeclaMining(HL) 287913 15.14 +0.81 +5.7 ArcherAviation(ACHR) 254099 4.77 +0.33 +7.4 T1Energy(TE) 223457 5.00 –0.84 –14.4 Transocean(RIG) 205040 5.35 +0.21 +4.1 Cleveland-Cliffs(CLF) 201706 11.93 +2.65 +28.6 CoeurMining(CDE) 187968 15.13 +0.78 +5.4 BitMineImmersion(BMNR) 177671 15.79 +0.10 +0.6 NuScalePower(SMR) 177363 8.09 +0.37 +4.8 BankofAmerica(BAC) 172123 62.05 +0.78 +1.3 Oracle(ORCL) 162426 114.99 –11.42 –9.0 ServiceNow(NOW) 161809 98.78 –4.46 –4.3 Pfizer(PFE) 158421 24.54 –0.51 –2.0 Snap(SNAP) 142230 4.35 –0.18 –4.0
By Dollar Volume
By Dollar Volume
By Dollar Volume
Name(Sym) $Volume Close Change %Chg. TaiwanSemi(TSM) 21263463 403.41 +5.04 +1.3 Oracle(ORCL) 15920943 114.99 –11.42 –9.0 GE Vernova(GEV) 13351525 1014.75 –43.09 –4.1 BloomEnergy(BE) 11932094 184.89 –30.07 –14.0 AT&T(T) 11219826 24.13 +2.32 +10.6 ServiceNow(NOW) 10872236 98.78 –4.46 –4.3 JPMorganChase(JPM) 9965733 353.21 +12.11 +3.6 EliLilly(LLY) 9657240 1196.03 +16.92 +1.4 IBM(IBM) 9609467 214.19 +1.52 +0.7 Danaher(DHR) 9400278 191.50 –12.33 –6.0 DellTechC(DELL) 8977797 437.50 +41.16 +10.4 BankofAmerica(BAC) 8766095 62.05 +0.78 +1.3 Caterpillar(CAT) 8455042 888.73 +8.45 +1.0 UnitedHealth(UNH) 8276009 420.74 –5.35 –1.3 Visa(V) 8120446 355.74 –2.82 –0.8 Salesforce(CRM) 7989577 163.66 –7.11 –4.2 J&J(JNJ) 7836236 263.40 +10.36 +4.1 ExxonMobil(XOM) 7747329 156.94 +9.58 +6.5 BerkHathwy B(BRK.B) 7349615 494.93 +4.02 +0.8 NuHoldings(NU) 6966463 14.09 +0.50 +3.7
Name (Sym) Volume %Chg. Close Change Flanigans(BDL) 294 412.1 39.44 –1.67 PelthosTherap(PTHS) 529 355.6 25.92 –1.07 NFT(MI) 140 272.9 9.34 +0.47 BluerockHomes(BHM) 143 265.4 8.36 –0.24 51TalkOnlineEd(COE) 175 206.0 16.08 +0.10 M-tronInds(MPTI) 1897 191.7 83.58 +7.63 NovaGoldRscs(NG) 45452 152.6 5.93 +0.75 FlexSolInt(FSI) 187 76.1 5.01 –0.93 SMJ Intl(SMJF) 5922 71.3 5.57 +0.47 OptimumBank(OPHC) 289 68.8 6.30 +0.27 AcmeUnited(ACU) 148 55.4 53.94 +6.39 Espey(ESP) 370 52.9 57.33 +0.01 TompkinsFin(TMP) 564 49.4 101.12 +7.08 EVI Industries(EVI) 390 43.7 13.95 –2.57 BudaJuice(BUDA) 103 42.6 9.01 –0.65 SolarisResources(SLSR) 1000 32.4 7.66 +0.58 Enigmatig(EGG) 490 26.5 5.10 –2.39 SifcoInd(SIF) 619 24.2 25.99 +3.49 IvanhoeElectric(IE) 13365 23.6 9.06 +0.93 OrlaMining(ORLA) 19060 11.0 9.26 +0.65
Name (Sym) Volume Close Change %Chg. HyperscaleData(GPUS) 144214 0.13 +0.00 +0.3 ChinaPharma(CPHI) 124121 1.52 +0.42 +38.2 CalidiBiotherap(CLDI) 104259 0.10 –0.02 –15.9 DenisonMines(DNN) 94768 2.91 +0.09 +3.2 BattalionOil(BATL) 83861 1.63 –0.11 –6.3 B2Gold(BTG) 81856 3.87 +0.20 +5.4 PlanetGreen(PLAG) 69918 0.67 –0.12 –15.6 EquinoxGold(EQX) 57262 9.28 +0.66 +7.7 AtlasClear(ATCH) 46894 0.18 –0.01 –4.8 i-80Gold(IAUX) 45479 1.36 +0.07 +5.4 NovaGoldRscs(NG) 45452 5.93 +0.75 +14.5 PicardMedical(PMI) 43072 0.09 –0.05 –37.3 UraniumEner(UEC) 41370 9.51 +0.23 +2.5 Ur-Energy(URG) 35032 1.22 –0.01 –0.8 KairosPharma(KAPA) 34413 0.28 –0.03 –8.1 OceanPwrTech(OPTT) 30269 0.15 –0.05 –23.5 EnergyFuels(UUUU) 30153 11.30 –0.19 –1.7 TrekorMetals(TGB) 27509 7.00 +0.22 +3.2 VizslaSilver(VZLA) 27180 3.30 +0.23 +7.5 Southland(SLND) 24389 0.62 –0.52 –45.6
Name (Sym) $Volume Close Change %Chg. ChinaPharma(CPHI) 631198 1.52 +0.42 +38.2 EquinoxGold(EQX) 393759 9.28 +0.66 +7.7 UraniumEner(UEC) 321764 9.51 +0.23 +2.5 EnergyFuels(UUUU) 292544 11.30 –0.19 –1.7 B2Gold(BTG) 255529 3.87 +0.20 +5.4 NovaGoldRscs(NG) 224804 5.93 +0.75 +14.5 DenisonMines(DNN) 219866 2.91 +0.09 +3.2 UnusualMachines(UMAC) 210047 19.36 +2.43 +14.4 ImperialOil(IMO) 194050 128.48 +5.96 +4.9 TrekorMetals(TGB) 141103 7.00 +0.22 +3.2 M-tronInds(MPTI) 133517 83.58 +7.63 +10.0 OrlaMining(ORLA) 129407 9.26 +0.65 +7.5 IvanhoeElectric(IE) 103779 9.06 +0.93 +11.4 AvinoSilver(ASM) 85914 5.63 +0.13 +2.4 BattalionOil(BATL) 85564 1.63 –0.11 –6.3 SilvercorpMetals(SVM) 82884 9.64 +0.72 +8.1 NatlHealthcare(NHC) 78539 225.69 –2.47 –1.1 ParkNational(PRK) 72980 188.58 –0.89 –0.5 VizslaSilver(VZLA) 69973 3.30 +0.23 +7.5 AmerGold&Silver(USAS) 69014 3.97 +0.19 +5.0
Saturday Inbox: Sign up for the Market Lab Newsletter every Saturday at Barrons.com/newsletters
Name (Sym) Volume %Chg. Close Change T3Defense(DFNS) 24881 3284.2 4.35 –0.90 ColumbiaFinl(CLBK) 127801 2187.7 10.88 +0.23 SolariusCapA(SOCA) 424 1209.8 10.30 +0.02 1RT Acqn(ONCH) 531 909.7 10.32 +0.03 ApexTreasuryA(APXT) 5956 866.7 10.13 +0.05 FortressValueV(FVAV) 473 858.2 10.22 +0.10 InflectionPtV(IPEX) 373 749.7 10.53 –0.01 SpartacusAcqnII(TMTS) 452 715.9 10.09 +0.03 BOXABL(BXBL) 6410 564.4 4.91 –3.39 PioneerAcqnIA(PACH) 597 424.1 10.27 –0.02 Oatly(OTLY) 2199 387.1 13.37 +3.33 BluerockAcqnA(BLRK) 154 314.4 10.10 +0.07 ConstructionPtrs(ROAD) 13027 288.0 103.29 –1.18 SafetyInsurance(SAFT) 2066 275.4 103.20 +29.06 FiveStarBncp(FSBC) 2179 251.1 46.81 –2.00 UtahMedProducts(UTMD) 237 245.9 67.14 –2.66 X3Acqn(XCBE) 679 245.3 9.95 0.00 FGImperiiAcqn(FGII) 199 230.1 9.95 0.00 Pegasystems(PEGA) 37010 230.0 26.82 –5.34 ThayerVenturesII(TVAI) 423 210.3 10.36 +0.02
Name (Sym) Volume Close Change %Chg. Intel(INTC) 594029 92.32 –2.72 –2.9 AmerAirlines(AAL) 569779 14.48 –0.50 –3.4 NVIDIA(NVDA) 559890 206.84 +4.03 +2.0 SoFiTech(SOFI) 423989 16.46 –0.82 –4.7 OpendoorTech(OPEN) 377732 3.84 –0.67 –14.8 SuperMicroComp(SMCI) 374971 30.10 +5.92 +24.5 SpaceX(SPCX) 358871 115.07 –8.92 –7.2 Tesla(TSLA) 275244 313.03 –67.81 –17.8 IREN(IREN) 262366 37.07 +3.45 +10.3 Netflix(NFLX) 242543 70.09 +1.14 +1.7 Apple(AAPL) 221794 333.02 –0.72 –0.2 Grab(GRAB) 202859 3.31 –0.26 –7.3 Comcast A(CMCSA) 202007 22.30 –1.50 –6.3 MicronTech(MU) 199085 920.95 +72.00 +8.5 SoundHoundAI(SOUN) 198282 6.16 –0.11 –1.8 Alphabet A(GOOGL) 188231 319.74 –27.03 –7.8 HuntingtonBcshs(HBAN) 183627 17.36 –0.89 –4.9 Amazon.com(AMZN) 176419 232.11 –15.12 –6.1 QuantumScape(QS) 173759 4.89 –0.98 –16.6 JetBlue(JBLU) 166388 5.27 –0.15 –2.8
Name (Sym) $Volume Close Change %Chg. MicronTech(MU) 145921224 920.95 +72.00 +8.5 NVIDIA(NVDA) 92896300 206.84 +4.03 +2.0 Sandisk(SNDK) 75669168 1436.56 +81.74 +6.0 Apple(AAPL) 59159907 333.02 –0.72 –0.2 AdvMicroDevices(AMD) 55254535 521.95 +26.19 +5.3 Tesla(TSLA) 54498021 313.03 –67.81 –17.8 Intel(INTC) 44987117 92.32 –2.72 –2.9 Microsoft(MSFT) 41994923 381.70 –12.12 –3.1 Alphabet A(GOOGL) 38684960 319.74 –27.03 –7.8 SpaceX(SPCX) 33830409 115.07 –8.92 –7.2 Amazon.com(AMZN) 31121138 232.11 –15.12 –6.1 MetaPlatforms(META) 25852580 595.19 –50.82 –7.9 Alphabet C(GOOG) 24807523 319.09 –27.03 –7.8 Broadcom(AVGO) 24267584 381.92 +11.10 +3.0 SK hynix(SKHY) 20528441 154.57 +0.54 +0.4 Seagate(STX) 18556252 851.69 +64.03 +8.1 MarvellTech(MRVL) 16763423 194.23 +5.55 +2.9 Nebius(NBIS) 16636243 187.77 +10.06 +5.7 PalantirTech(PLTR) 14505441 122.92 –9.46 –7.1 ApplMaterials(AMAT) 13881283 536.25 +6.59 +1.2
Economics I U.S. Focus NDR ndr.com
July 24: The June inflation reports last week delivered mixed news and few (un- satisfactory) signs of inflation easing. While CPI inflation moderated, led by cheaper gasoline (now partially back up), PPI inflation showed less of a downturn, and import price inflation firmed up. Crudely thinking of it as a pipeline, ele- vated producer and import price inflation is an upward risk to consumer price infla- tion. Recent data on business inventories and sales confirm the upward risk. Prices across the pipeline are ulti- mately the equilibrium between supply and demand. When supply exceeds de- mand, price pressures recede. Conversely, when demand exceeds supply, price pres- sures increase. We’re currently in the latter environment, as indicated by the sharp decline in the business inventory- to-sales, or I/S, ratio to 1.28 in May, its lowest level since November 2021. The deviation from its three-year trend is also the widest in nearly five years and histori- cally consistent with rising CPI inflation. Along with tight inventory of refined pe- troleum products, this is one more indica- tor that points to sticky inflation. It sup- ports our outlook for elevated CPI inflation near 3.5% this year. —Veneta Dimitrova
1.2
-1.2
Letter Heritage Capital investfortomorrow.com
July 24: The bears had their way on Thursday. It was an ugly day, but not across the board with more than a net of 1,200 stocks going down on the day. Once again, the Russell small-cap index outper- formed. Industrials, healthcare, energy, and utilities bucked the trend. Don’t dis- count the importance of small-caps out- performing on the upside and downside. The bull market ain’t over, folks. It’s just
a little bruised, as I expected. —Paul Schatz
Chart in Focus McClellan Financial Publications mcoscillator.com
July 23: Liquidity waves that ripple through the financial markets tend to hit gold first, and then proceed to other mar- kets afterward. For reasons I don’t know, the lag time for those waves reaching the bond market is about 20½ months. Gold was making a big spike top 20½ months ago, and so the expectation is that the current big rise in interest rates should be peaking right about now. I could calcu- late the specific date, but that would create a misleading impression about the precision of this relationship. It is not as time-precise as I would like, and it goes through periods when the turns in yields arrive a bit earlier than scheduled, and then in a few weeks they are later than depicted. This is the nor- mal relationship, and 20½ weeks is just the lag time that gets the best overall fit. This model also doesn’t tell us about the magnitudes of the moves as well as we might like. The dance steps are similar, but the magnitudes can be different. That is just the nature of this model. And that is an important point to remember; 20½ months ago, gold prices were topping just underneath $2,800 an ounce. Gold then went on to nearly double in value by the Jan. 29, 2026, peak at $5,508. This does not mean that the nu- merical bond yields are going to double from here. It doesn’t work that way. But there should be some noticeable response. First, though, bond yields are sched- uled to match the violent sideways chop that gold’s pattern shows. That sideways period should last into mid-September, and then the big rise in yields is sched- uled to start. —Tom McClellan
Equity Strategy Evercore ISI evercoreisi.com
in Europe, pointing to the inflationary conse- quences of the retreat from globalization....- Consumers should expect higher prices on everyday low-value imports.”
Felix Vezina-Poirier, BCA Research
debate across the AI stack. Hyperscaler capex must remain high enough to sup- port demand, but not at the expense of returns. Alphabet delivered a strong quar- ter, yet negative free cash flow and little guidance on a longer-term capex algo- rithm drove shares lower. GE Vernova experienced a similar dynamic as a mod- est profit miss and investor concerns around the pace of reservations overshad- owed an otherwise strong quarter. Contin- ued AI investments and GE Vernova’s growing backlog suggest capacity remains the primary constraint to growth, with the industry still building toward demand rather than beyond it. —Julian Emanuel, Michael Chu, Barak Hurvitz, Steven Fandozzi
Daily Insights BCA Research bcaresearch.com
July 22: July marked the end of de mini- mis exemptions in Europe, pointing to the inflationary consequences of the retreat from globalization. Starting on July 1, the
Citigroup Panic/Euphoria Model Last +1.01 Euphoria Neutral Panic
This commentary was issued recently by money managers, research firms, and market newsletter writers. Edited by Barron’s staff.
European Union imposed a flat three euro customs duty on all parcels valued under €150, ending a duty-free exemption ex- ploited for two decades, notably by China. Low-value parcel volumes into the bloc quadrupled from 1.3 billion packages in 2022 to 5.9 billion in 2025, with 91% origi- nating directly from China. Platforms like Shein and Temu used the de minimis ex- emption to sidestep import duties of up to 12%. The EU’s trade deficit with China widened to around €360 billion in 2025, hurting local retailers and industries. Tex- tiles are a telling example: The surge in low-cost imports has eroded both employ- ment and domestic output. The EU is following the U.S., where the Trump administration ended the $800 de minimis threshold in August 2025. While the policy change should offer some relief to European retailers, consumers should expect higher prices on everyday low- value imports, as suggested by the rise in clothes and footwear prices in the U.S. since August 2025. The policy change is also a reminder that protectionist mea- sures will be contributing to stickier inflation over the long run. —Felix Vezina-Poirier
0.6
-0.6
A
B
Statistics from July 20-24, 2026
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
10.24 9.90 AAMissionAcqnII YCY ... cc 10.20 +0.01 ... 146.75 71.43 AAR AIR ... 27 129.05 –6.29 ... 50.12 36.96 ABMIndustries ABM 2.4 18 47.72 +0.14 .29 4.36 2.81 ACCO Brands ACCO 7.5 5 4.00 –0.08.075 24.61 15.61 AcresCmclRlty ACR ... 27 17.65 –0.15 ... 15.22 4.07 ACV Auctions ACVA ... dd 7.73 +0.28 ... 4.98 0.78 ADC Therap ADCT ... dd 1.15 –0.20 ... 8.94 6.24 ADT ADT 3.1 10 7.04 +0.04.055 135.52 66.28 AECOM ACM 1.8 15 70.56 +2.27 .31 17.65 12.33 AES AES 4.7 8 14.84 +0.07 .176 125.93 96.95 Aflac AFL 1.9 14 125.60 +0.88 .61 143.78 99.21 AGCO AGCO 1.0 12 121.21 +5.88 .30 12.21 6.32 AGI AGBK ... ... 6.66 –0.26 ... 7.71 5.13 AH Realty AHRT 8.0 dd 7.03 –0.02 .14 10.25 9.85 AIInfrAcqn AIIA ... 91 10.21 +0.02 ... 0.65 0.17 AIInfrAcqnRt AIIA.RT ... ... .25 ... ... 16.38 8.42 a.k.a.Brands AKA ... dd 10.97 –0.04 ... 3.45 0.93 AMC Ent AMC ... dd 2.27 +0.33 ... 36.27 14.87 AMN Healthcare AMN ... dd 32.89 –2.11 ... 5.47 1.26 AMTD Digital HKD ... 9 1.61 ... ... 1.65 0.78 AMTD IDEA AMTD ... 1 .80 –0.16 ... 45.52 9.30 ASE Tech ASX .8 55 36.84 –1.57.4171 29.79 19.89 AT&T T 4.6 8 24.13 +2.32.2775 205.31 70.42 ATI ATI ... 65 197.80 +11.63 ... 35.82 23.85 ATS ATS ... 50 26.42 –1.16 ... 38.49 16.52 A10Networks ATEN .7 56 34.27 –1.69 .06 13.54 5.45 AXIAEnergia AXIA ... 15 9.91 +0.12 ... 116.95 88.07 AXIS Capital AXS 1.5 9 116.50 +1.72 .44 162.20 92.98 AZZ AZZ .6 23 149.90 +2.69 .24 12.44 5.00 AbacusGlblMgmt ABX 1.9 26 10.38 +0.02 .20 137.49 81.97 AbbottLabs ABT 2.4 33 103.06 +2.38 .63 261.64 187.62 AbbVie ABBV 2.7 cc 259.36 +4.87 1.73 133.11 65.45 Abercrombie&Fitch ANF ... 9 93.81 –1.43 ... 22.90 18.14 AcadiaRealty AKR 3.6 75 22.38 –0.08 .20 85.73 39.20 AcadianAsset AAMI .5 34 80.88 –1.91 .10 14.00 9.55 AccelEnt ACEL ... 20 12.03 –0.12 ... 31.18 9.18 Accelerant ARX ... dd 14.23 +0.71 ... 8.18 1.84 AccendraHealth ACH ... dd 3.14 –0.33 ... 291.09 118.15 Accenture ACN 4.4 12 146.99 +3.42 1.63 380.17 257.04 Acuity AYI .2 22 330.14 –3.58 .20 119.65 73.09 Acushnet GOLF 1.0 37 104.66 –10.12.255 15.89 6.89 Adecoagro AGRO 3.3 cc 10.58 +0.51.1213 27.32 17.68 Adient ADNT ... 29 20.40 +0.61 ... 70.00 37.89 AdvanceAuto AAP 1.8 77 55.80 +2.64 .25 179.32 110.85 AdvDrainageSys WMS .6 26 141.84 –5.71 .20 26.73 14.10 AdvanSix ASIX 3.0 56 21.05 +0.26 .16 9.24 6.75 Aegon AEG 4.1 13 9.13 +0.12.2469 155.99 105.65 AerCap AER .9 7 151.30 +4.33 .40 382.75 200.00 AffiliatedMgrs AMG .0 15 358.29 –11.54 .01 160.27 108.35 AgilentTechs A .7 28 138.57 +7.11.255 133.04 7.48 agilon health AGL ... dd 98.00 –31.84 ... 255.24 122.32 AgnicoEagleMines AEM 1.2 14 145.13 +8.16 .45 82.08 69.56 AgreeRealty ADC 4.0 44 80.63 –0.49.267 314.87 229.11 AirProducts APD 2.4 32 297.87 +2.25 1.81 233.29 145.76 AlamoGroup ALG .8 20 165.35 +2.92 .34 55.41 23.92 AlamosGold AGI .5 12 29.58 +1.32 .04 65.88 33.03 AlaskaAir ALK ... dd 46.13 +0.62 ... 76.99 41.15 AlbanyIntl AIN 1.5 dd 75.49 +0.95 .28 221.00 64.95 Albemarle ALB 1.4 dd 114.85 –5.93 .41 20.81 10.86 Albertsons ACI 6.2 cc 11.03 –4.08 .17 84.38 28.11 Alcoa AA .9 9 44.24 +0.26 .10 92.55 61.84 Alcon ALC .5 41 67.91 –2.35.3505 289.43 201.28 Alexander's ALX 6.6 68 273.94 –7.694.50 88.24 39.41 AlexandriaRlEst ARE 5.7 dd 50.94 +0.72 .72 7.11 5.32 AlgonquinPower AQN 4.3 30 6.10 +0.26.065 192.67 91.99 Alibaba BABA .9 18 112.14 –2.831.05 116.00 9.58 Alight ALIT .0 dd 18.87 –2.87 .80 183.11 125.00 Allegion ALLE 1.4 20 153.36 +16.12 .55 27.48 18.64 AllianceLaundry ALH ... 40 25.65 +0.15 ... 44.11 34.92 AllianceBernstein AB 9.2 11 37.20 –0.70 .83 32.20 11.40 AlliedGold AAUC ... dd 20.86 +0.04 ... 137.62 76.01 AllisonTransm ALSN .9 19 122.34 +8.74 .29 260.65 188.08 Allstate ALL 1.7 6 259.97 +10.071.08 47.29 35.92 AllyFinancial ALLY 2.8 10 42.92 –2.72 .30 253.82 113.00 AlphaMetal AMR ... dd 142.94 –0.86 ... 21.99 13.10 AlpineIncmProp PINE 5.9 cc 20.49 –1.26 .30 8.88 4.16 AltaEquipment ALTG ... dd 6.44 +0.06 ... 28.85 2.97 AltoNeurosci ANRO ... dd 26.78 –0.76 ...
52,000
NEW HIGHS - NEW LOWS
Barron's 50-StockAverage 53 CashTrack 47 Coming Earnings 51 ConferenceCallCalendar 52 ConsensusEstimate 51 DeltaTacticalSentiment 51 Distributions&Offerings 50 DividendBoosts-Reductions 52 DividendEx-Payment Dates 52 DJ Averages 49 DJ U.S.Total MarketIndustry Groups 51 DowJonesAverages 49
75.28 54.70 Altria MO 5.8 15 72.99 –1.221.06 10.10 9.90 AlussaEnerIIA ALUB ... dd 10.04 ... ... 3.45 2.10 Ambev ABEV ... 17 3.06 +0.03 ... 91.61 22.12 AmbiqMicro AMBQ ... dd 70.28 –2.15 ... 50.94 36.25 Amcor AMCR 5.8 31 44.54 +0.60 .65 38.11 19.80 Amentum AMTM ... 37 22.55 +1.87 ... 42.76 28.92 AmerSports AS ... 42 33.92 –2.52 ... 28.63 15.62 AmerantBncp AMTB 1.3 20 28.50 +2.32 .09 118.32 96.57 Ameren AEE 2.6 20 113.78 +2.23 .75 44.93 15.52 Ameresco AMRC ... 37 21.75 –1.36 ... 28.46 17.80 AmericaMovil AMX 2.1 16 26.01 –0.26.3078 25.97 17.72 AmericanAssets AAT 5.6 81 24.30 –1.21 .34 28.46 10.29 AmerEagle AEO 2.9 11 17.00 –0.03 .125 11.99 10.49 AmExceptionalism AEXA ... ... 11.70 +0.08 ... 387.49 288.34 AmerExpress AXP 1.2 20 326.17 –29.18 .95 150.02 122.11 AmericanFin AFG 2.4 14 143.76 +1.87 .88 58.02 36.73 AmerHlthcrREIT AHR 1.7 99 57.44 +0.28 .25 36.56 27.22 AmHomes4Rent AMH 4.0 27 33.37 –0.70 .33 26.36 16.19 AmerIntegrityIns AII .0 4 18.67 +0.011.02 87.29 71.25 AIG AIG 2.5 14 79.06 –1.44 .50 24.44 12.42 AmRltyInv ARL ... 20 14.79 –1.09 ... 90.11 69.45 AmerStWater AWR 2.3 25 86.41 –2.87.504 14.73 7.00 AmerStratInvt NYC ... dd 8.20 –0.22 ... 234.33 160.06 AmerTowerREIT AMT 4.2 27 166.67 –3.39 1.79 5.92 2.05 AmerVanguard AVD ... dd 2.57 –0.04 ... 147.87 120.57 AmerWaterWorks AWK 2.7 24 134.66 –0.45.895 13.45 3.71 AmericanWell AMWL ... dd 10.81 –2.42 ... 16.92 10.10 AmericoldRealty COLD 6.4 dd 14.32 –1.61 .23 550.18 422.37 Ameriprise AMP 1.3 13 528.90 +1.03 1.70 93.22 64.64 AmerisBancorp ABCB .9 16 87.73 –4.58 .20 244.71 175.61 Ametek AME .6 37 241.97 +4.97 .34 12.81 1.75 Ampco-Pitt AP ... dd 8.20 +0.54 ... 178.52 102.18 Amphenol APH .7 44 152.67 +1.47 .25 6.79 3.41 AmplifyEnergy AMPY ... 17 3.94 ... ... 24.23 6.07 AmpriusTech AMPX ... dd 9.24 –0.92 ... 29.01 17.61 Amrep AXR ... 11 25.41 –0.19 ... 65.94 44.12 Amrize AMRZ .0 24 49.25 –0.49 .11 45.00 18.12 Andersen ANDG ... 41 42.82 –1.63 ... 10.14 7.96 AngelOakMtgREIT AOMR14.5 14 8.80 –0.33 .32 60.00 2.05 AngelStudios ANGX ... dd 4.05 –0.06 ... 129.14 45.36 AngloGoldAsh AU 4.5 12 79.67 +2.91 1.16 85.56 56.97 AB InBev BUD 1.2 24 81.66 +1.091.1749 24.52 20.00 AnnalyCap NLY 13.4 6 22.45 –0.56 .75 5.50 1.54 AnnovisBio ANVS ... dd 1.66 –0.08 ... 23.84 16.77 AnteroMidstream AM 4.0 27 22.75 +0.16.225 45.75 29.10 AnteroResources AR ... 11 35.28 +1.71 ... 381.00 304.59 Aon AON .9 20 361.70 –5.51 .82 8.82 2.59 ApartmtInv AIV 62.1 dd 2.64 –0.091.30 49.99 33.40 APi Group APG ... dd 39.57 –0.55 ...
Never Enough: The Dow dropped 0.4% last week as earnings season took its toll. Honeywell Technologies gained 8.1% after its first report since splitting in two. American Express fell 8.2% despite an EPS beat.
Monday Tuesday Wednesday Thursday Friday
(Previous Friday Close)
DowJones Per Share Values 50 Exchange Traded Portfolios 46 FederalReserve DataBank 52 ForeignExchange 51 Gold & Silver Prices 52 Gold MiningIndex 52 IndexesP/Es & Yields 50 Initial PublicOfferings 50 Investor SentimentReadings 50 KeyForeign Market Indexes 45 Market Lab 49 Money Rates, U.S.& Foreign 51
11.24 6.65 ApolloComRlEst ARI 14.8 8 6.77 –0.213.75 153.43 99.56 ApolloGlbMgmt APO 1.8 81 122.61 +2.14.5625 17.13 10.85 AppleHospREIT APLE 5.7 23 16.77 –0.07 .08 24.24 16.57 AppliedAerspc&Dfns AADX ... dd 18.01 +1.01 ... 348.09 238.34 AppliedIndlTech AIT .6 33 347.06 +10.65 .51 164.28 103.23 Aptargroup ATR 1.5 23 132.36 –0.25 .48 78.49 51.68 Aptiv APTV ... 33 56.55 –0.92 ... 58.68 35.07 Aramark ARMK .8 43 57.18 +0.44 .12 12.58 4.86 ArborRealty ABR 13.6 13 4.99 –0.19 .17 72.50 30.17 ArcelorMittal MT .8 16 66.88 +0.43 .15 14.62 4.30 ArcherAviation ACHR ... dd 4.77 +0.33 ... 88.46 52.96 ADM ADM 2.4 38 85.92 +0.02 .52 42.23 21.17 Archrock AROC 2.4 20 36.14 –1.00 .22 9.75 6.51 ArcosDorados ARCO 3.4 7 8.22 –0.01 .07 146.92 81.91 Arcosa ACA .1 32 145.00 –0.01 .05 31.74 8.84 ArcusBiosci RCUS ... dd 28.42 +1.05 ... 5.43 3.29 ArdaghMetalPkg AMBP 8.4 92 4.78 +0.09 .10 15.48 7.71 ArdentHealth ARDT ... 11 10.64 +0.49 ... 20.02 10.06 ArdmoreShipping ASC 9.4 13 16.61 +1.21 .39 5.89 4.05 AresCmclRlEst ACRE13.2 dd 4.55 –0.07 .15 195.26 95.80 AresMgmt ARES 4.3 59 126.51 +0.83 1.35 805.75 197.00 Argan AGX .4 50 568.92 +17.66 .50 23.29 6.65 ArisMining ARIS ... 18 14.66 +0.72 ... 189.82 112.80 AristaNetworks ANET ... 60 173.99 +5.38 ... 19.94 11.05 ArloTech ARLO ... 46 12.87 –0.44 ... 19.31 13.98 ArmourResREIT ARR 17.7 4 16.27 –0.34 .24 206.08 150.28 ArmstrongWorld AWI .8 23 160.71 +4.74.339 79.17 33.71 ArrayDigitalInfr AD .0 7 34.88 –0.1211.00 237.33 101.79 ArrowElec ARW ... 15 212.27 +5.66 ... 48.46 33.96 ArtisanPtrsAsset APAM 8.6 10 39.34 +0.83 .77 48.25 19.16 Artivion AORT ... cc 25.28 +0.22 ... 15.71 5.38 Asana ASAN ... dd 6.86 –0.83 ... 263.38 172.01 AsburyAutomotive ABG ... 8 225.24 +4.88 ... 6.75 2.50 AshfordHosp AHT ... dd 3.24 –0.01 ... 69.66 46.30 Ashland ASH 2.5 dd 66.40 –2.24 .42 9.78 2.30 AspenAerogels ASPN ... dd 4.67 –0.46 ... 31.83 23.63 AssociatedBanc ASB 3.1 11 30.81 –0.53 .24 284.12 183.39 Assurant AIZ 1.3 14 276.94 +0.10 .88 92.40 72.76 AssuredGuaranty AGO 1.8 10 85.36 +0.40 .38 212.71 141.77 AstraZeneca AZN 1.9 25 169.26 +0.361.028 25.85 16.35 AtegritySpecIns ASIC ... 13 23.62 +0.83 ... 90.16 53.49 Atkore ATKR 1.7 dd 76.63 +3.21 .33 43.62 30.39 AtlUnionBkshs AUB 3.5 13 42.23 –0.42 .37 20.13 7.64 AtlasEnergy AESI .0 dd 11.96 –2.11 .25 192.51 154.23 AtmosEnergy ATO 2.2 22 179.22 +1.541.00 66.50 37.22 AtmusFiltration ATMU .4 21 53.56 +2.20.055 6.47 3.07 ATRenew RERE 2.6 16 3.88 +0.01 .10 6.85 4.09 Auna AUNA ... 21 5.04 –0.08 ... 29.92 15.57 Autohome ATHM11.3 16 21.11 –0.42 .59
Mutual Funds 47 N.Y.Stock Exchange 37 Nasdaq NationalMarket 41 NewCorporateListings 50 NewHighs & Lows 53 NYSE Half-Hourly Volume 50 Other MarketIndexes 49 Pulseof the Economy 51 StockSplits-SpecialDividends 52 StockVolume 50 Trading Diary 49 Vital Signs 30
132.17 99.16 Autoliv ALV 3.0 14 117.49 –2.77 .87 228.92 176.62 AutoNation AN ... 11 208.18 +2.46 ... 4388.11 2902.20 AutoZone AZO ... 20 2957.41 –89.03 ... 203.29 160.10 Avalonbay AVB 3.8 26 189.61 –2.92 1.78 25.49 9.30 AvanosMedical AVNS ... dd 24.99 +0.02 ... 15.93 7.27 Avantor AVTR ... dd 11.44 +0.37 ... 199.54 152.42 AveryDennison AVY 2.5 18 160.90 +0.491.00 22.75 14.00 AvidiaBancorp AVBC 1.1 23 21.54 +1.23 .05 44.85 27.48 Avient AVNT 2.9 22 37.60 +0.63.275 43.50 35.50 Avista AVA 4.7 17 42.05 +0.25.4925 35.72 24.94 AxaltaCoating AXTA ... 19 32.76 +0.42 ... 102.18 74.89 AxosFinancial AX ... 12 95.83 –3.70 ... 495.00 3.90 Azul AZUL ... dd 8.39 –0.09 ...
22.60 8.15 Bark BARK ... dd 8.51 –0.78 ... 6.38 3.50 B&G Foods BGS 10.8 dd 3.51 –0.20.095 43.81 23.81 BBBFoods TBBB ... dd 40.22 –0.52 ... 26.52 20.87 BCE BCE 5.9 4 21.30 –0.54.3196 39.50 13.43 BetaTech BETA ... dd 18.21 +0.45 ... 8.22 3.25 BGSF BGSF .0 dd 5.51 –0.232.00 93.83 49.68 BHP Group BHP 3.1 21 83.72 +3.081.46 57.21 31.41 BILL BILL ... ... 43.51 –1.20 ... 110.92 83.21 BJ'sWholesale BJ ... 21 92.94 –0.46 ... 32.81 19.56 BKV BKV ... 8 25.54 –0.41 ... 48.27 31.59 BP BP 4.5 37 43.82 +1.92.4992 2.10 0.60 BRC BRCC ... dd 1.08 –0.06 ... 16.69 13.18 BRTApartments BRT 6.7 dd 14.99 +0.09 .25 22.92 11.72 BWLPG BWLP 8.5 9 21.83 +1.46.666 241.82 142.72 BWXTech BWXT .6 47 174.52 +3.34 .27 79.33 49.72 BXP BXP 4.1 35 69.11 –0.74 .70 22.03 0.87 Babcock&Wilcox BW ... dd 9.62 –0.27 ... 204.00 112.09 BadgerMeter BMI 1.3 30 126.32 –23.16 .40 10.29 9.95 BainCapitalGSSInvt BCSS ... 72 10.23 +0.01 ... 15.84 11.82 BainCapSpecFin BCSF13.6 11 12.36 –0.33 .42 49.79 6.87 Bakkt BKKT ... dd 7.44 +0.19 ... 68.29 44.83 Ball BALL 1.3 18 63.84 +1.13 .20 20.74 8.79 Bally's BALY ... dd 13.72 –0.34 ... 21.93 13.96 BancCalifornia BANC 2.3 16 21.28 +0.07 .12 22.47 7.76 BancoBBVA BBAR ... 23 18.86 –0.66 ... 26.40 15.21 BBVA BBVA 3.3 12 25.95 +0.81.7027 3.80 2.37 BancoBradesco BBDO 5.2 8 3.21 +0.12.0034 46.77 27.08 BancodeChile BCH 4.1 17 40.72 +0.582.1877 106.15 38.30 BancoMacro BMA .5 20 89.11 –1.03.5096 7.32 4.62 BancSanBrasil BSBR 5.6 17 5.30 +0.06.1045 37.72 22.77 BcoSantChile BSAC 3.3 14 33.47 +0.641.4817 14.39 8.29 BancoSantander SAN 1.5 11 13.54 –0.01.146 62.28 44.75 BankofAmerica BAC 1.8 14 62.05 +0.78 .28 62.46 40.59 BankofButterfield NTB 3.3 11 60.99 –0.38 .50 86.31 59.36 BankofHawaii BOH 3.3 17 83.97 –1.88 .70 184.21 109.64 BankMontreal BMO 2.6 19 177.77 –4.201.2044 163.77 98.40 BankNYMellon BNY 1.6 19 158.91 +1.78 .63 90.47 55.21 BankNovaScotia BNS 3.4 17 87.00 –2.43.8103 52.11 34.79 BankUnited BKU 2.8 13 46.47 –2.39 .33 28.43 18.79 Barclays BCS 1.6 11 27.91 +0.09.2968 9.92 7.96 BaringsBDC BBDC12.6 10 8.23 –0.27 .26 14.75 5.90 Barnes&NobleEduc BNED 2.7 25 11.88 –0.72 .08 54.69 20.95 BarrickMining B 2.5 10 37.11 +2.18 .175 32.95 14.28 Bath&BodyWks BBWI 4.0 6 19.90 –0.97 .20 18.92 13.09 Bausch+Lomb BLCO ... dd 16.17 –0.09 ... 8.69 4.33 BauschHealth BHC ... dd 4.43 –0.40 ... 29.35 15.73 BaxterIntl BAX .2 dd 22.40 –0.21 .01 5.36 1.93 BaytexEnergy BTE ... 22 4.32 +0.14 ... 32.83 22.81 BeaconFinl BBT 4.3 24 30.14 –0.61.3225 33.95 17.83 BeazerHomes BZH ... dd 33.19 +0.28 ... 187.35 127.54 BectonDicknsn BDX 2.7 40 156.36 –1.811.05 12.65 4.26 BedBath&Beyond BBBY ... dd 4.96 –0.07 ... 159.99 98.00 Belden BDC .2 17 102.76 +1.37 .05 56.69 7.82 BellRing BRBR ... 10 12.95 +0.83 ... 100.41 34.44 BenchmarkElec BHE .8 86 81.10 +2.65 .17 78.96 62.87 Berkley WRB .5 16 75.46 +3.85 .50 775000 685150 BerkHathwy A BRK.A ... 15 744999 +8999.99 ... 516.85 455.19 BerkHathwy B BRK.B ... 15 494.93 +4.02 ... 87.35 55.10 BestBuy BBY 4.5 16 85.43 +0.02 .96 19.79 9.70 BetterwaredeMexico BWMX 6.3 10 16.73 –1.61.3063 9.39 2.73 BigBear.ai BBAI ... dd 2.76 –0.08 ... 2513.00 1238.00 BiglariA BH.A ... dd 1886.21 –2.68 ... 483.60 234.92 BiglariB BH ... dd 381.39 –2.80 ... 18.57 7.48 Biohaven BHVN ... dd 14.32 –1.12 ... 343.12 236.73 Bio-RadLabA BIO ... 52 314.46 +10.10 ...
52,440
52,220
51,780
Contact Us For queries, email us at editors@barrons.com
53.53 31.12 Birkenstock BIRK ... 18 40.63 –3.73 ... 24.50 4.67 BitGo BTGO ... ... 4.82 +0.07 ... 71.74 12.80 BitMineImmersion BMNR .1 dd 15.79 +0.10 .01 78.69 55.79 BlackHills BKH 3.7 20 75.29 +0.68.703 10.02 9.83 BlackSpadeIII BIII ... ... 9.95 ... ... 15.49 11.78 BlackStoneMin BSM 8.7 12 14.65 +0.34 .32 13.59 3.12 BlackBerry BB ... 88 8.54 –0.45 ... 1219.94 917.39 BlackRock BLK 2.2 26 1055.67 –16.535.73 52.88 12.41 BlackSkyTech BKSY ... dd 21.57 –0.62 ... 22.90 19.20 BlackstoneDigital BXDC ... ... 21.35 +1.71 ... 190.09 101.73 Blackstone BX 3.6 29 130.00 +3.09 1.16 20.67 16.42 BlackstoneMtg BXMT11.3 27 16.69 –0.39 .47 63.20 38.41 Bladex BLX 4.6 10 59.64 +0.39.6875 4.49 1.18 BlendLabs BLND ... dd 1.69 –0.12 ... 56.76 28.16 BlockHR HRB 4.1 7 40.83 –1.25 .42 84.08 48.21 Block XYZ ... 60 77.15 –2.79 ... 351.28 29.90 BloomEnergy BE ... dd 184.89 –30.07 ... 14.98 10.52 BlueOwlCapital OBDC11.5 15 10.77 –0.22 .31 20.68 7.95 BlueOwlCapital OWL 9.7 cc 9.45 –0.07 .23 15.82 9.78 BlueOwlTech OTF 14.1 11 9.95 –0.15 .05 10.00 9.85 BlueWaterIV BWIV ... ... 9.90 ... ... 87.88 44.78 BlueLinx BXC ... dd 58.41 –2.05 ... 23.49 9.74 Bob'sDiscFurn BOBS ... ... 15.11 –1.10 ... 254.35 176.77 Boeing BA ... cc 209.52 –4.51 ... 91.97 65.00 BoiseCascade BCC 1.1 26 77.84 +0.65 .22 210.25 133.18 BootBarn BOOT ... 20 149.98 –2.49 ... 120.05 59.50 BoozAllen BAH 3.3 11 72.53 +7.32 .59 78.82 34.27 BorgWarner BWA 1.1 39 64.39 +1.95 .17 6.66 1.86 BorrDrilling BORR ... 33 4.23 +0.07 ... 264.46 158.68 BostonBeer SAM ... dd 180.15 +1.35 ... 15.22 10.52 BostonOmaha BOC ... dd 14.21 +0.07 ... 109.50 42.20 BostonSci BSX ... 19 44.25 +0.22 ... 33.39 21.21 Bowhead BOW ... 18 31.11 +0.41 ... 33.88 21.34 Box BOX ... 44 29.01 –1.47 ... 91.00 76.33 BoydGaming BYD .9 4 87.04 –0.68 .20 183.10 88.97 BoydGroupServices BGSI .4 cc 102.14 –1.92 .11 99.29 69.24 Brady BRC 1.0 22 94.50 +0.81.245 3.19 1.88 BraemarHtls BHR .0 dd 2.23 +0.23 .05 4.63 2.47 BrandywineRealty BDN 10.1 dd 3.17 +0.03 .08 4.45 3.46 BrasilAgro LND 3.3 dd 3.70 –0.03 .141 5.40 2.25 Braskem BAK ... dd 2.46 ... ... 109.91 53.83 BreadFinancial BFH .9 8 104.31 +5.00 .23 130.76 57.63 BrightHorizons BFAM ... 23 75.77 –0.81 ... 6.17 4.87 BrightSpire BRSP12.2 dd 5.23 –0.26 .16 18.57 10.21 Brightstar BRSL 8.8 24 10.41 –0.33 .23 16.52 11.06 BrightView BV ... dd 14.06 –0.46 ... 136.37 84.99 Brink's BCO .8 28 122.00 +1.88.255 196.39 100.30 BrinkerIntl EAT ... 18 186.98 –2.37 ... 62.89 42.52 BristolMyers BMY 4.1 17 62.09 +1.35 .63 0.27 0.02 BristolMyersRt CELG.RT ... ... .12 +0.01 ... 50.38 32.76 Bristow VTOL 1.1 12 45.71 +1.54 .125 67.30 49.88 BritishAmTob BTI 5.4 13 60.96 –1.88.8349 32.86 24.66 BrixmorProp BRX 3.8 23 32.44 –0.13.3075 271.91 133.83 BroadridgeFinl BR 2.6 16 148.92 –0.99.975 23.10 15.67 Broadstone BNL 5.2 34 22.36 –0.44.2925 17.09 7.00 BrookdaleSrLiving BKD ... dd 15.15 +0.14 ... 64.10 42.20 BrookfieldAsset BAM 4.3 30 46.35 –1.98.5025 38.25 28.29 BrookfieldBus BBUC .8 dd 31.11 –0.14.0625 49.57 37.93 Brookfield BN .7 84 41.67 –1.96 .07 51.72 34.18 BrookfieldInfr BIPC 4.4 dd 41.56 +0.98.455 41.65 29.63 BrookfieldInfr BIP 4.5 56 40.88 +1.62.455 45.18 32.10 BrookfieldRenew BEPC 4.7 dd 33.53 –0.38.392 49.86 40.06 BrookWealth BNT .6 ... 42.55 –1.07 .07 104.25 53.81 Brown&Brown BRO 1.0 22 67.66 –1.69 .165 31.63 23.01 Brown-FormanA BF.A 3.5 17 26.71 +0.58 .231 31.92 22.61 Brown-FormanB BF.B 3.5 17 26.08 +0.50 .231 90.25 55.61 Brunswick BC 2.2 dd 79.92 –0.53 .44 61.69 40.73 Buckle BKE 3.3 10 42.47 ... .35 75.85 29.35 Build-A-Bear BBW 2.7 8 33.70 –0.43 .23 151.03 65.10 BuildersFirst BLDR ... 28 72.86 –1.40 ... 118.00 21.76 Bullish BLSH ... dd 23.96 +1.55 ... 134.87 74.95 BungeGlobal BG 2.4 28 121.53 +2.38 .72 14.14 3.59 BurfordCapital BUR 6.0 dd 4.14 +0.22.0625 361.21 240.49 BurlingtonStrs BURL ... 36 349.97 +4.66 ... 9.69 1.32 ButterflyNtwk BFLY ... dd 6.58 –0.04 ... 39.51 25.38 BylineBancorp BY 1.5 12 38.60 +0.54 .12
BARRONS.COM/DATA NEW YORK STOCK EXCHANGE COMPOSITE LIST
D
E
G
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt. 77.91 24.29 CBIZ CBZ ... 17 42.63 +0.21 ... 57.84 26.40 CBL&Assoc CBL 4.3 10 57.57 +2.30.625 174.27 121.69 CBREGroup CBRE ... 32 139.46 –1.50 ... 141.96 75.42 CFIndustries CF 1.9 11 125.07 +3.65 .60 103.04 59.63 CGIA GIB .7 12 66.43 –1.69.1244 10.05 9.84 CH4NatrlSolnsAcqn MTNE ... ... 9.87 ... ... 5.88 3.03 CI&T CINT ... 10 3.11 –0.12 ... 10.93 5.88 CionInvt CION 6.7 dd 5.96 –0.15 .10 17.72 7.78 CMB.TECH CMBT 2.9 9 15.74 +0.78 .05 80.36 68.64 CMSEnergy CMS 3.1 21 74.70 +1.05 .57 53.77 41.53 CNA Fin CNA 3.6 12 53.66 +1.39 .48 13.35 9.00 CNHIndl CNH .9 36 11.15 +0.51 .10 54.09 35.24 CNO Financial CNO 1.4 21 53.23 –0.36 .18 43.62 27.72 CNX Resources CNX ... 5 34.29 +1.01 ... 38.16 26.91 COPTDefenseProp CDP 3.4 28 38.03 +0.44 .32 131.55 93.58 CRH CRH 1.6 19 99.87 –3.05 .39 9.11 2.45 CSDisco LAW ... dd 3.52 –0.53 ... 337.02 230.45 CSWIndustrials CSW .4 43 289.18 +9.91 .30 22.66 15.07 CTO Realty CTO 6.9 cc 22.00 –0.22 .38 69.55 36.03 CTS CTS .3 26 59.99 +0.59 .04 27.90 7.68 C3.ai AI ... dd 8.15 –0.67 ... 41.67 19.62 CVR Energy CVI 1.2 dd 33.45 –1.68 .10 139.50 84.13 CVR Partners UAN 10.0 11 123.06 +4.044.00 110.68 58.50 CVS Health CVS 2.5 47 107.74 +0.27.665 180.74 33.38 CableOne CABO ... dd 37.63 –1.67 ... 94.53 58.33 Cabot CBT 2.1 17 90.15 –0.24.4725 64.30 33.20 Cactus WHD 1.0 52 55.12 +0.62 .14 30.01 15.37 Cadeler CDLR ... 6 22.63 –0.58 ... 48.76 25.73 Cadre CDRE 1.3 35 30.86 +1.80 .10 16.14 8.80 Caleres CAL 2.4 dd 11.78 –0.07 .07 71.98 43.25 CaliforniaRscs CRC 3.0 dd 53.47 +0.64.405 52.51 41.29 CalWtrSvc CWT 2.6 25 50.72 –1.16.335 71.22 34.26 Calix CALX ... 48 36.00 –3.14 ... 20.28 8.00 CallawayGolf CALY ... dd 18.16 –1.22 ... 119.81 96.53 CamdenProperty CPT 3.7 32 113.73 +0.761.06 135.24 68.96 Cameco CCJ .1 81 87.86 +2.24.1702 18.75 5.49 CampingWorld CWH .0 dd 5.71 –0.47 .125 15.40 8.75 CanadaGoose GOOS ... 67 8.89 –0.92 ... 122.50 71.00 CIBC CM 2.1 16 117.44 –3.80.753 131.55 90.74 CanNtlRlwy CNI 2.0 24 129.48 +0.45.6697 51.34 29.30 CanadianNatRscs CNQ 3.3 14 46.44 +2.55.4527 93.95 68.42 CdnPacKC CP .6 28 92.36 –1.35.1957 55.50 1.60 Cango CANG ... dd 1.69 –0.08 ... 21.92 10.46 Cannae CNNE 4.1 dd 14.73 –0.22 .15 259.64 174.24 CapitalOne COF 1.6 72 202.84 –5.19 .80 28.27 15.20 Capri CPRI ... 20 15.44 –0.94 ... 243.21 137.75 CardinalHealth CAH .9 35 228.03 –0.49.5158 43.60 30.51 CareTrustREIT CTRE 3.6 28 43.25 +0.37 .39 435.92 293.43 Carlisle CSL 1.3 20 336.04 –9.35 1.10 62.56 30.26 CarMax KMX ... 38 58.29 +0.96 ... 34.03 23.45 Carnival CCL 2.3 12 26.33 –0.08 .15 625.99 228.00 CarpenterTech CRS .1 64 603.69 +45.92 .20 52.10 36.39 CarriageSvcs CSV 1.2 14 38.96 +1.29.1125 81.09 50.24 CarrierGlobal CARR 1.4 45 68.88 +0.19 .24 13.97 7.40 Cars.com CARS ... 26 11.46 –0.53 ... 44.44 23.38 Carter's CRI 2.6 16 38.75 +0.65 .25 97.38 54.46 Carvana CVNA ... 30 60.46 –6.88 ... 1073.46 405.46 Caterpillar CAT .7 44 888.73 +8.45 1.63 4.92 2.59 Cato CATO ... cc 3.30 +0.09 ... 70.70 35.13 Celanese CE .3 dd 46.43 +0.73 .03 474.03 161.84 Celestica CLS ... 37 305.28 +3.94 ... 12.70 5.66 CementosPacasm CPAC ... 17 11.95 +0.25 ... 13.67 7.86 Cemex CX .8 39 12.06 –0.91.0312 377.54 244.82 Cencora COR .8 24 309.89 +1.99 .60 32.07 13.99 CenovusEnergy CVE 1.1 16 29.28 +1.33.1574 69.36 25.08 Centene CNC ... dd 63.41 –3.03 ... 45.22 36.59 CenterPointEner CNP 2.2 27 44.56 +1.43 .24 21.17 6.71 CenterraGold CGAU 1.3 5 16.19 +1.10.0512 69.61 52.76 Centerspace CSR 5.5 dd 55.73 –0.09 .77 40.06 25.62 CentralPacFin CPF 3.0 12 38.65 –0.44 .29 18.50 7.43 CentralPuerto CEPU ... 7 14.78 +0.51 ... 464.25 142.13 CentrusEnergy LEU ... 54 163.89 +7.84 ... 42.99 19.04 Centuri CTRI ... 82 27.67 –0.03 ... 76.00 47.28 CenturyComm CCS 1.8 15 69.38 +3.85 .32 45.26 25.76 ChainBridgeBncp CBNA ... 13 42.23 +0.30 ... 99.17 60.13 ChampionHomes SKY ... 22 81.63 –1.07 ... 13.56 4.44 ChargePoint CHPT ... dd 5.12 –0.51 ... 238.85 144.26 CharlesRiverLabs CRL ... dd 226.58 +2.23 ... 13.64 6.08 ChathamLodging CLDT 2.8 cc 13.50 +0.13 .10 9.44 2.65 CheetahMobile CMCM ... dd 2.86 –0.26 ... 1.90 0.45 Chegg CHGG ... dd .96 +0.15 ... 517.74 365.21 Chemed CHE .5 28 511.13 +1.10 .60 28.67 10.44 Chemours CC 2.0 dd 17.22 –0.30.0875 300.89 186.20 CheniereEnergy LNG .8 44 269.72 +7.12.555 70.64 49.53 CheniereEnerPtrs CQP 4.8 15 65.64 +3.26 .79 3.04 2.17 CherryHillMtg CHMI17.7 19 2.26 –0.09 .10 140.59 118.84 ChesapeakeUtil CPK 2.2 22 135.78 +2.49.735 214.71 146.49 Chevron CVX 3.7 34 194.79 +7.41 1.78 43.50 17.40 Chewy CHWY ... 35 20.86 –0.07 ... 14.88 11.67 ChimeraInvt CIM 14.4 dd 12.50 –0.40 .45 61.48 21.27 ChinaYuchai CYD 1.9 23 45.07 +1.17 .87 47.18 28.04 Chipotle CMG ... 29 31.79 –2.65 ... 39.93 29.05 ChironRealEst XRN 5.1 dd 37.57 –0.33 .16 135.36 84.04 ChoiceHotels CHH 1.0 15 110.52 –1.32.2875 365.29 264.10 Chubb CB .1 13 359.75 +7.591.02 46.48 39.28 ChunghwaTel CHT 3.0 26 42.75 +0.311.6525 106.04 81.33 Church&Dwight CHD 1.3 32 97.64 –0.43.3075 637.51 84.41 Ciena CIEN ... cc 390.96 +16.55 ... 315.47 239.51 Cigna CI 2.2 12 289.57 +8.12 1.56 34.73 21.60 Cinemark CNK 1.1 26 32.71 +2.29 .09
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
F
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
201.25 49.90 CircleInternet CRCL ... dd 62.36 +1.90 ... 147.96 87.94 Citigroup C 2.0 14 132.19 +2.83 .67 74.70 45.91 CitizensFin CFG 2.6 16 71.88 –0.51 .46 6.54 3.76 Citizens CIA ... 13 4.84 –0.53 ... 36.50 19.75 Civeo CVEO ... dd 34.67 –0.20 ... 74.07 11.50 Claritev CTEV ... dd 21.61 –8.78 ... 4.77 1.66 Clarivate CLVT ... dd 2.04 –0.35 ... 3.99 2.05 ClarosMtg CMTG ... dd 2.18 –0.11 ... 316.98 201.34 CleanHarbors CLH ... 41 303.74 –6.84 ... 2.43 1.00 ClearChannelOutdr CCO ... dd 2.41 –0.01 ... 62.73 28.39 ClearSecure YOU 1.1 42 52.24 –3.79 .15 30.96 11.73 ClearwaterPaper CLW ... dd 16.82 +0.84 ... 41.74 27.67 ClearwayEnergyC CWEN 5.7 cc 32.09 –1.32.4676 16.70 7.73 Cleveland-Cliffs CLF ... dd 11.93 +2.65 ... 4.61 2.69 ClipperRealty CLPR13.2 dd 2.88 –0.01.095 132.00 84.70 Clorox CLX 5.2 16 95.55 –0.771.24 291.00 158.83 Cloudflare NET ... dd 262.15 –15.51 ... 8.80 2.20 CNFinance CNF ... dd 2.39 –0.53 ... 28.02 19.24 CoastalSouth COSO .7 12 27.09 +0.03 .05 85.68 65.35 Coca-Cola KO 2.6 26 82.25 +0.69 .53 116.36 80.22 Coca-ColaFemsa KOF 3.7 17 102.71 –0.541.1248 27.77 8.57 CoeurMining CDE .3 13 15.13 +0.78 .02 84.93 58.39 Cohen&Steers CNS 3.3 25 81.35 –3.30 .67 440.00 84.35 Coherent COHR ... cc 282.39 +4.79 ... 99.33 74.55 ColgatePalm CL 2.3 35 90.75 –2.23 .53 10.40 10.01 ColombierAcqnIII CLBR ... ... 10.31 ... ... 22.06 15.80 ColonyBankcorp CBAN 2.2 13 21.84 +0.86 .12 2073.99 543.25 ComfortSystems FIX .2 43 1733.60 +59.54 .80 84.87 49.66 CommercialMetals CMC 1.2 13 68.95 +2.54 .20 71.11 51.12 CommunityFinSys CBU 2.9 16 67.24 –1.61 .49 4.43 2.38 CommunityHlthSys CYH ... 1 2.73 –0.57 ... 19.13 13.23 CommunityHlthcr CHCT10.1 cc 18.79 –0.02 .48 7.16 3.66 SABESP SBS ... 34 5.61 –0.14 ... 2.76 1.79 CEMIG CIG ... 7 2.13 –0.01 ... 4.00 2.35 CEMIGPref CIG.C ... 10 3.23 –0.02 ... 13.70 7.53 COPEL ELPC ... 17 11.43 –0.14 ... 2.20 0.89 CiaSiderurgica SID ... dd 1.08 +0.09 ... 15.36 10.71 CerveceriasUnid CCU 2.0 17 11.45 +0.24.1635 44.67 16.90 Buenaventura BVN 1.4 8 30.91 +0.67.9904 12.64 4.58 CompassDiversif CODI ... dd 10.03 –0.30 ... 13.96 6.37 Compass COMP ... cc 11.07 –0.93 ... 34.50 16.40 CompassMinerals CMP ... cc 29.44 –0.02 ... 28.10 12.44 ComstockRscs CRK ... 6 13.52 +0.18 ... 20.32 12.53 ConagraBrands CAG 4.7 dd 14.77 +0.49 .175 32.51 18.55 Concentra CON .8 23 31.61 ....0625 6.98 3.18 ConcordMed CCM ... dd 4.30 +0.03 ... 56.64 31.44 Conmed CNMD 1.9 24 42.68 –0.52 .20 135.87 85.57 ConocoPhillips COP 2.8 20 120.26 +5.55 .84 116.23 94.96 ConEd ED 3.1 19 113.01 +0.64.8875 176.82 126.45 ConstBrandsA STZ 3.2 12 130.16 –2.711.03 36.99 13.04 Constellium CSTM ... 9 29.05 +0.93 ... 10.80 5.23 Volaris VLRS ... dd 7.62 –0.04 ... 47.98 22.97 Cooper-Standard CPS ... dd 28.41 +0.79 ... 160.47 107.44 Copa CPA 5.0 8 136.28 –2.79 1.71 10.69 10.05 CopleyAcqn COPL ... cc 10.46 +0.03 ... 67.18 42.50 Core&Main CNM ... 19 43.62 –1.62 ... 20.36 9.72 CoreLabs CLB .3 18 11.67 +0.33 .01 114.80 68.78 CoreNaturalRscs CNR .5 dd 83.20 +0.18 .10 36.57 22.19 CorebridgeFin CRBG 3.2 53 31.29 –0.59 .25 32.69 15.74 CoreCivic CXW ... 25 31.35 +0.70 ... 271.78 54.89 Corning GLW .8 70 146.65 –7.96 .28 37.41 25.28 Vesta VTMX 2.0 9 33.66 –0.95.1999 374.09 252.84 Corpay CPAY ... 22 370.58 +4.79 ... 30.50 17.36 CorpAmAirports CAAP ... 14 25.17 +0.34 ... 89.39 60.54 Corteva CTVA .8 52 89.25 +1.95 .18 6.01 2.52 Cosan CSAN ... dd 3.00 –0.05 ... 20.50 8.81 CostamareBulkers CMDB ... ... 18.84 +0.03 ... 18.06 9.38 Costamare CMRE 3.2 6 15.72 +0.98 .125 5.18 1.82 Coty COTY ... dd 2.65 +0.04 ... 34.08 14.92 Coupang CPNG ... dd 15.50 –1.12 ... 13.56 5.00 Coursera COUR ... dd 5.37 –0.19 ... 32.35 21.03 CousinsProperties CUZ 4.0 dd 32.15 +0.39 .32 49.88 18.00 CovenantLogist CVLG .6 cc 46.75 –0.59 .07 156.26 86.97 Covista CVSA ... 20 115.84 –2.16 ... 226.99 159.58 Crane CR .4 41 226.14 +8.65.255 69.00 35.71 CraneNXT CXT 1.4 24 52.86 +1.59 .18 12.12 8.63 CrawfordA CRD.A 2.7 31 11.00 –0.01.075 11.68 8.76 CrawfordB CRD.B 3.0 28 10.11 –0.12.075 403.30 230.25 Credicorp BAP ... 15 388.42 –2.16 ... 14.29 7.68 CrescentEnergy CRGY 4.3 dd 11.27 +0.52 .12 11.10 7.07 CrossTimbers CRT 5.5 19 10.15 +0.29.0614 23.34 19.61 CrossAmerPtrs CAPL 9.7 15 21.76 –0.68.525 115.76 73.75 CrownCastle CCI 5.7 17 74.90 –4.271.0625 121.76 89.21 Crown Holdings CCK 1.2 17 117.88 +0.67 .35 23.44 19.75 Csquare CSQR ... ... 22.77 +2.37 ... 42.90 35.09 CubeSmart CUBE 5.0 29 42.09 +0.20 .53 165.16 119.00 Cullen/Frost CFR 2.5 16 164.23 +2.581.03 737.76 354.68 Cummins CMI 1.3 34 664.65 +16.172.20 31.90 21.62 CurblineProp CURB 2.1 cc 31.56 –0.08 .17 808.16 464.91 Curtiss-Wright CW .1 55 750.19 +42.35 .26 17.40 11.57 Cushman&Wkfd CWK ... 41 12.72 –0.94 ... 12.23 5.18 CustomTruck CTOS ... dd 10.86 +0.52 ... 82.56 59.34 CustomersBancorp CUBI ... 9 76.52 –1.79 ...
155.75 126.23 DTEEnergy DTE 3.1 25 149.46 +1.271.165 152.88 98.63 DTMidstream DTM 2.3 32 145.69 +0.64 .88 46.75 12.75 D-WaveQuantum QBTS ... dd 16.21 –0.52 ... 15.68 7.90 DXCTech DXC ... cc 10.05 +0.58 ... 39.56 15.31 Dana DAN 1.8 dd 27.07 +0.51 .12 242.80 160.93 Danaher DHR .8 34 191.50 –12.33 .40 140.66 83.56 Danaos DAC 2.6 5 140.22 +14.35 .90 36.59 11.38 DaqoNewEnergy DQ ... dd 11.67 –0.47 ... 220.65 169.00 Darden DRI 3.1 19 196.31 –2.221.62 66.02 29.15 DarlingIngred DAR ... 45 62.50 –0.60 ... 9.25 4.26 Dauch DCH ... dd 5.48 +0.04 ... 239.64 101.00 DaVita DVA ... 23 235.44 –1.53 ... 126.50 78.91 DeckersOutdoor DECK ... 14 96.04 –10.45 ... 674.19 433.00 Deere DE 1.0 36 628.16 +30.921.62 43.58 26.47 DelMonte DMC 4.2 20 28.31 –1.02 .30 59.00 41.72 DelekLogistics DKL 7.9 18 57.19 +2.311.135 68.93 19.81 DelekUS DK 1.6 dd 63.20 –0.05.255 469.47 110.22 DellTechC DELL .6 35 437.50 +41.16 .63 95.68 50.45 DeltaAir DAL 1.0 14 85.06 +0.89 .215 32.07 15.41 Deluxe DLX 4.6 11 26.02 –0.03 .30 9.17 2.55 DesignerBrands DBI 3.7 29 5.46 –0.26 .05 40.43 28.12 DeutscheBank DB .9 10 34.66 –0.54.8697 52.71 31.47 DevonEnergy DVN 2.8 12 45.04 +1.21 .32 116.41 72.45 Diageo DEO 5.0 19 83.08 –0.92 .80 2.92 1.46 DianaShipping DSX 1.8 7 2.25 +0.20 .01 244.38 186.67 Dick's DKS 2.4 20 206.04 –11.32 1.25 89.99 53.93 DieboldNixdorf DBD ... 30 89.33 +3.66 ... 208.14 146.23 DigitalRealty DLR 2.5 97 199.08 +25.201.22 15.92 8.94 DigitalBridge DBRG .3 33 15.90 +0.10 .01 187.50 25.56 DigitalOcean DOCN ... 54 123.54 +4.63 ... 741.98 449.64 Dillard's DDS .2 13 568.05 +17.12 .30 41.62 25.63 DimeCmclBcshs DCOM 2.5 14 39.56 –0.76 .25 39.68 19.58 DineBrands DIN 2.2 33 34.09 –1.82 .19 3.41 1.65 Dingdong DDL ... 10 2.42 +0.15 ... 10.00 9.85 DisciplinedGrwthA DGAC ... ... 9.92 +0.01 ... 0.21 0.15 DisciplinedGrthRt DGAC.RT ... ... .16 –0.02 ... 123.40 92.19 Disney DIS 1.6 15 94.85 –2.82 .75 18.90 12.33 DiversifiedEnergy DEC 8.8 ... 13.23 –0.13 .29 76.70 48.26 DolbyLab DLB 2.9 20 49.86 +0.79 .36 16.57 12.52 Dole DOLE 2.4 23 14.14 –0.28.085 158.23 95.11 DollarGeneral DG 2.0 17 117.23 –8.52 .59 72.99 55.85 DominionEner D 3.8 21 71.10 +0.06.6675 112.84 70.17 Donaldson DCI 1.4 25 92.79 +2.39 .32 65.78 36.11 DonnelleyFin DFIN ... 37 48.26 –1.69 ... 48.12 23.76 DorianLPG LPG .0 10 45.32 +4.291.00 16.82 7.64 DoubleVerify DV ... 32 10.56 –0.86 ... 55.00 27.62 DouglasDynamics PLOW 2.6 21 46.18 +1.56.295 3.19 1.53 DouglasElliman DOUG ... dd 1.71 –0.17 ... 16.99 9.04 DouglasEmmett DEI 6.2 dd 12.28 –0.23 .19 237.54 158.97 Dover DOV 1.0 24 202.20 –11.98 .52 42.74 20.40 Dow DOW 4.7 dd 29.84 –0.08 .35 76.51 17.15 Doximity DOCS ... 21 20.42 –1.10 ... 15.67 11.36 DrReddy'sLab RDY .5 26 11.79 –0.81.0915 31.50 12.20 DreamFinders DFH ... 9 15.92 +0.08 ... 196.63 84.76 Ducommun DCO ... dd 177.44 +8.97 ... 134.49 113.90 DukeEnergy DUK 3.3 20 130.52 +5.511.085 157.98 86.55 DuPont DD 1.7 dd 137.70 +2.41 .60 74.65 44.58 DutchBros BROS ... cc 64.00 –4.36 ... 566.47 233.00 DycomInds DY ... 41 429.81 +22.70 ... 4.45 3.27 DynagasLNG DLNG 5.5 2 3.61 +0.24 .05 55.49 31.64 Dynatrace DT ... 78 41.62 –2.79 ... 14.93 11.83 DynexCapital DX 16.2 5 12.60 –0.73 .17
150.99 48.82 elfBeauty ELF ... cc 77.36 +3.67 ... 951.96 564.92 EMCOR EME .2 25 744.85 +0.69 .40 58.00 33.71 ENI E 3.2 29 52.40 +2.63.6263 151.87 101.59 EOGRscs EOG 2.8 14 146.39 +6.501.02 222.53 73.06 EPAMSystems EPAM ... 13 89.85 +1.19 ... 63.69 48.11 EPRProp EPR 5.9 20 63.53 +1.32 .31 68.24 47.94 EQT EQT 1.2 12 53.03 +3.47 .165 10.24 9.90 EQVVenturesIIA EVAC ... 47 10.23 +0.01 ... 137.42 82.19 ESAB ESAB .6 25 84.44 –5.34 .12 362.15 174.92 ESCOTech ESE .1 63 327.78 +9.26 .08 13.87 0.57 ESSTech GWH ... dd .75 –0.13 ... 245.53 171.99 EagleMaterials EXP .5 16 213.55 +7.62 .25 24.80 19.75 EagleRockLand EROK ... ... 22.15 +1.79 ... 25.96 20.56 EasterlyGovtProp DEA 7.1 cc 25.33 –0.23 .45 226.71 159.37 EastGroup EGP 2.9 37 213.10 –9.10 1.55 83.47 56.11 EastmanChem EMN 4.9 20 68.20 –0.40 .84 14.87 4.94 EastmanKodak KODK ... dd 8.23 +0.57 ... 436.74 311.92 Eaton ETN 1.1 40 404.07 +4.08 1.10 309.27 243.15 Ecolab ECL 1.1 36 268.75 –4.08 .73 17.75 8.27 Ecopetrol EC 10.5 15 16.01 –0.08.6495 15.09 7.41 Ecovyst ECVT ... dd 12.46 –0.43 ... 29.85 15.73 EdgewellPersonal EPC 2.2 dd 27.63 –2.03 .15 80.90 51.01 EdisonIntl EIX 4.4 9 79.75 +2.12.8775 96.29 72.30 EdwardsLife EW ... 49 82.63 –3.10 ... 27.72 13.39 ElancoAnimal ELAN ... dd 24.91 –0.92 ... 96.07 42.05 Elastic ESTC ... 17 58.68 –2.91 ... 51.16 20.15 EldoradoGold EGO .9 11 31.88 +3.93.075 49.25 22.63 ElementSolns ESI .9 61 37.44 +0.04 .08 436.24 273.71 ElevanceHealth ELV 1.8 17 377.68 +4.57 1.72 6.06 4.27 EllingtonCredit EARN21.8 dd 4.40 –0.02 .08 14.12 11.28 EllingtonFin EFC 11.7 8 13.37 –0.16 .13 17.68 1.26 ElmeComms ELME .0 dd 1.49 –0.0314.67 33.86 19.18 EmbotellAndinaB AKO.B ... 14 29.12 –0.98 ... 80.75 46.54 Embraer EMBJ ... 38 64.93 +0.84 ... 55.49 45.77 Emera EMA 3.7 23 54.95 –0.16.5382 14.06 5.62 EmergentBiosol EBS ... dd 7.26 –0.37 ...
165.15 122.64 EmersonElec EMR 1.5 34 147.94 +8.40.555 8.07 4.87 EmpireStateRealty ESRT 2.5 27 5.66 –0.11.035 52.06 35.73 EmployersHldgs EIG 2.7 cc 49.79 –0.53 .34 36.70 14.38 EmpresaDisCom EDN ... 5 25.71 +1.12 ... 58.45 44.58 Enbridge ENB 4.7 27 56.86 +0.15.7065 127.99 92.77 EncompassHealth EHC .7 19 112.89 +0.68 .21 15.04 2.55 Endava DAVA ... dd 2.66 –0.16 ... 15.15 4.91 EndeavourSilver EXK ... dd 7.82 +0.41 ... 4.74 3.10 EnelChile ENIC 4.2 11 4.31 –0.10.154 29.15 7.59 Enerflex EFXT .3 34 22.76 –0.70.0309 30.29 15.75 Energizer ENR 5.7 8 20.96 +0.73 .30 20.70 16.18 EnergyTransfer ET 6.6 17 20.36 +0.04.3375 9.95 9.77 EnerTransSpec ETSS ... ... 9.87 –0.01 ... 6.65 1.02 EnergyVault NRGV ... dd 2.88 –0.20 ... 45.00 32.35 EnerpacTool EPAC .1 20 34.67 +0.06 .04 244.30 88.76 EnerSys ENS .6 25 190.75 –5.80.2625 14.00 2.35 Enhanced ENHA ... cc 2.92 –0.06 ... 22.36 16.30 Ennis EBF 4.6 13 21.58 +0.20 .25 246.38 99.61 EnovaIntl ENVA ... 18 237.27 +4.75 ... 34.28 19.14 Enovis ENOV ... dd 27.03 –0.04 ... 390.42 202.00 Enpro NPO .4 cc 333.88 +11.20 .32 118.45 86.40 Entergy ETR 2.2 30 115.95 +2.71 .64 40.17 30.01 EnterpriseProd EPD 5.8 14 38.73 +0.53 .56 13.74 1.95 Entravision EVC 1.9 dd 10.68 –0.01 .05 23.56 15.00 Enviri NVRI ... ... 22.08 –0.83 ... 30.42 18.77 Envista NVST ... 65 26.33 –0.41 ... 271.84 150.75 Equifax EFX 1.3 30 172.54 –4.54 .56 43.46 22.26 Equinor EQNR 2.9 11 40.35 +2.98 .39 55.24 35.20 Equitable EQH 2.5 dd 48.00 –0.99 .30 51.73 36.04 EquityBcshs EQBK 1.4 30 50.30 –0.14 .18 69.00 58.15 EquityLife ELS 3.3 32 66.05 +0.30.5425 71.50 57.57 EquityResdntl EQR 4.1 30 67.86 –1.14.7025 2.49 1.07 EquusTotReturn EQS ... dd 1.07 –0.11 ... 15.44 7.61 ErmenegildoZegna ZGN .9 34 14.32 +0.42.1412 39.80 12.79 EroCopper ERO ... 9 25.98 +1.85 ... 20.70 10.03 ERock EROC ... ... 10.95 +0.14 ... 67.47 55.34 EssentGroup ESNT 2.1 9 65.75 –0.96 .35 34.73 28.95 EssentialProp EPRT 4.0 25 32.34 ... .32 42.37 36.10 EssentialUtil WTRG 3.5 20 39.61 –0.08.3426 303.35 238.46 EssexProp ESS 3.5 33 293.46 +0.532.59 121.64 66.22 EsteeLauder EL 1.7 dd 80.29 –1.84 .35 31.41 18.28 EthanAllen ETD 6.8 14 22.82 +0.04 .39 87.14 44.00 Etsy ETSY ... 33 80.62 –3.48 ... 7.44 2.10 EveHolding EVEX ... dd 2.29 +0.11 ... 388.71 265.87 EvercoreA EVR 1.0 19 339.63 –1.91 .89 386.87 302.44 Everest EG 2.1 8 385.12 +2.552.00 60.75 16.90 Everforth EFOR ... 9 20.60 +1.87 ... 100.59 54.37 Everpure P ... cc 74.56 +5.18 ... 76.41 61.53 EversourceEner ES 4.2 16 74.91 +0.29.7875 37.71 21.81 Evertec EVTC .7 14 29.73 –0.54 .05 171.58 67.80 EverusConstrn ECG ... 30 129.99 –3.24 ... 10.35 2.10 EvolentHealth EVH ... dd 4.22 –1.59 ... 33.20 10.47 Evommune EVMN ... dd 11.36 –0.78 ... 43.18 21.29 ExcelerateEner EE .8 32 38.63 –0.32 .08 183.52 110.48 ExpeditorsIntl EXPD .9 28 175.30 –7.50 .81 18.73 8.51 Expro XPRO ... 50 15.79 –0.69 ... 155.19 125.71 ExtraSpaceSt EXR 4.4 34 147.71 –0.451.62 176.41 105.53 ExxonMobil XOM 2.6 26 156.94 +9.581.03 24.60 12.36 Exzeo XZO ... 18 15.31 –0.79 ...
36.70 20.57 F&GAnnuities FG 3.3 8 29.65 –2.45 .25 62.37 46.95 FB Financial FBK 1.4 16 59.10 –0.86 .21 17.48 6.07 Figs FIGS ... 43 9.51 –0.80 ... 43.65 10.56 FMC FMC 2.8 dd 11.30 +0.09 .08 19.59 14.46 F.N.B. FNB 2.7 11 19.05 –0.11 .13 22.48 9.72 FS KKRCap FSK 15.8 dd 10.63 –0.30 .42 15.00 10.75 FSSpecLend FSSL19.0 ... 10.90 –0.01.1375 189.30 137.65 FTI Consulting FCN ... 19 159.79 –2.76 ... 748.89 272.49 Fabrinet FN ... 41 476.04 –2.35 ... 424.62 185.00 FactSet FDS 1.8 17 254.36 –3.73 1.16 1998.01 870.01 FairIsaac FICO ... 39 1237.37 –19.74 ... 13.23 9.37 FarmlandPtrs FPI 3.8 18 9.60 –0.11 .09 149.96 115.00 FedAgriMtg A AGM.A 4.3 9 147.95 +3.451.60 210.64 136.57 FedAgriMtg C AGM 3.1 12 209.51 +4.011.60 126.86 89.99 FederalRealty FRT 3.6 22 126.08 +0.06 1.13 134.51 101.19 FederalSignal FSS .5 27 118.89 +2.26 .15 60.77 46.66 FederatedHermes FHI 2.6 11 57.92 –0.77 .38 345.37 174.01 FedEx FDX 1.5 21 314.96 +1.981.22 200.00 135.00 FedExFreight FDXF ... ... 158.00 +5.74 ... 271.64 207.64 FergusonEnts FERG 1.5 25 230.67 –1.35 .89 519.10 312.51 Ferrari RACE 1.2 35 360.14 –16.694.2521 61.40 42.78 FidNatlFinl FNF 4.0 18 51.62 –0.28 .52 82.62 37.42 FidNatlInfo FIS 4.2 8 41.51 –0.40 .44 59.50 40.05 FifthThirdBncp FITB 2.8 20 57.41 –0.60 .40 142.92 16.60 Figma FIG ... dd 21.12 –2.83 ... 29.79 15.77 FinanceofAm FOA ... dd 22.85 –1.40 ... 9.90 4.35 FinVolution FINV 6.0 4 4.75 –0.01.306 75.96 56.20 FirstAmerFin FAF 2.9 10 75.13 +2.10 .55 29.00 19.16 FirstBanCorp FBP 2.8 12 28.82 +1.38 .20 13.40 12.50 FirstCarolinaFinSv FCBM ... ... 12.66 –0.19 ... 21.41 15.00 FirstCmwlthFin FCF 2.7 14 20.87 –0.25 .14 26.56 19.80 FirstHorizon FHN 2.7 12 25.53 –0.27 .17 69.88 47.38 FirstIndRlty FR 3.0 24 66.99 –1.87 .50 32.03 7.74 FirstMajSilver AG .4 28 16.31 +0.50.0171 52.34 41.17 FirstEnergy FE 3.7 27 49.92 +1.39.465 20.00 2.23 Firy FIRY ... dd 8.15 –0.15 ... 6.64 4.60 FivePoint FPH ... 8 5.23 –0.01 ... 28.00 9.58 FiverrIntl FVRR ... 13 10.46 –0.76 ... 15.44 10.57 FlagstarBank FLG .3 cc 13.85 –1.05 .01
33.40 22.80 FlexLNG FLNG 9.7 22 30.85 +0.18 .75 92.41 42.64 Floor&Decor FND ... 29 53.75 –3.04 ... 28.50 10.95 FlotekIndustries FTK ... 33 25.84 –0.33 ... 28.26 14.03 Flowco FLOC 1.6 33 20.15 –0.09 .09 16.85 6.80 FlowersFoods FLO 6.5 23 7.74 –0.75 .125 92.41 48.71 Flowserve FLS 1.2 27 72.40 +3.94 .22 57.50 37.62 Fluor FLR ... 42 52.19 +3.11 ... 313.69 91.52 FlutterEnt FLUT ... dd 101.25 –5.31 ... 134.52 83.08 FEMSA FMX 2.2 28 127.12 –1.90.6099 17.78 10.68 FordMotor F 4.2 dd 14.37 +0.14 .15 32.06 22.81 Forestar FOR ... 8 28.32 –1.58 ... 66.00 25.95 ForgentPwr FPS ... cc 35.89 –3.90 ... 59.21 48.28 Fortis FTS 2.9 24 58.84 +0.06.4706 64.33 46.34 Fortive FTV .4 37 62.31 +0.53 .06 13.85 6.17 FortunaMining FSM ... 8 8.55 +0.39 ... 64.84 32.34 FortuneBrands FBIN 2.0 23 51.27 –0.18 .26 65.43 18.12 ForumEnergyTech FET ... dd 57.86 +5.42 ... 26.86 22.78 FourCornersProp FCPT 5.6 24 26.07 –0.26.1222 17.30 6.68 FourSeasonsEduc FEDU ... 4 8.12 –1.92 ... 285.67 157.19 Franco-Nevada FNV .8 30 214.68 +13.91 .44 11.84 7.57 FrankBSPRealty FBRT14.2 15 7.81 –0.35 .20 26.81 11.16 FranklinCovey FC ... cc 20.60 +0.32 ... 34.92 21.11 FranklinRscs BEN 4.1 25 32.49 –0.14 .33 72.28 35.15 FreeportMcM FCX 1.0 31 62.60 +4.22.075 27.64 20.02 FreseniusMedCare FMS 2.5 13 24.59 +0.48.8643 43.10 18.26 Frontline FRO 8.0 10 39.29 +2.80 1.55 22.29 11.19 FrontViewREIT FVR 4.1 dd 21.17 –0.75 .215 56.64 7.95 FuboTV FUBO ... dd 8.33 –1.39 ... 14.07 7.46 FullTruck YMM 2.5 17 9.21 +0.07.084 68.63 48.71 FullerHB FUL 1.8 17 55.70 –1.26.245 10.92 10.02 FutureCrestA FCRS ... 90 10.22 +0.01 ... 5.24 3.09 FutureFuel FF .9 dd 4.65 –0.15 .01
205.56 148.20 GATX GATX 1.4 20 184.63 +6.15 .66 3.93 0.96 GCTSemiconductor GCTS ... dd 1.95 –0.15 ... 382.97 261.71 GEAerospace GE .5 42 353.73 +4.90 .47 32.25 12.51 GEOGroup GEO ... 16 30.92 +1.46 ... 1195.94 530.16 GEVernova GEV .2 29 1014.75 –43.09 .50 51.51 33.33 GFLEnvironmental GFL .2 92 39.68 +0.12.0169 15.98 10.26 GMRSolutions GMRS ... ... 12.97 –0.37 ... 26.78 11.22 GPGI GPGI .1 dd 14.02 –0.49.0025 61.70 36.75 GSK GSK 3.4 13 51.35 –0.41 .44 66.85 45.40 GXO Logistics GXO ... 46 52.71 –1.34 ... 10.00 9.87 GalaxyEdgeAcqn GLED ... ... 9.97 –0.01 ... 0.45 0.15 GalaxyEdgeRt GLED.RT ... ... .17 ... ... 315.48 190.75 Gallagher AJG 1.1 40 247.77 –6.13 .70 28.10 19.93 GameStop GME ... 16 21.17 –0.72 ... 4.12 1.40 GaotuTechedu GOTU ... dd 1.56 –0.15 ... 29.36 18.11 Gap GAP 3.7 8 19.01 –1.34 .175 273.32 186.67 Garmin GRMN 1.7 27 243.03 –6.531.05 359.36 124.25 Gartner IT ... 14 140.50 +0.31 ... 29.17 20.88 GatesIndustrial GTES ... 28 26.89 +0.28 ... 27.25 15.51 GencoShipping GNK 5.2 71 26.77 +2.65 .35 296.44 134.80 Generac GNRC ... 63 202.01 –12.90 ... 388.12 306.03 GeneralDynamics GD 1.6 24 386.75 +18.17 1.59 51.36 31.75 GeneralMills GIS 6.8 dd 36.03 –1.94 .61 87.62 51.69 GeneralMotors GM .8 42 82.64 +6.57 .18 6.50 0.78 GenerationEssen TGE ... dd .89 –0.05 ... 43.60 21.93 Genesco GCO ... 21 35.69 –1.28 ... 18.64 13.75 GenesisEnergy GEL 5.3 dd 15.02 +0.38 .20 20.93 12.69 GenieEnergy GNE 2.1 23 14.32 +0.33.075 13.73 3.83 GeniusSports GENI ... dd 6.48 +0.18 ... 48.64 26.85 Genpact G 2.4 10 31.26 +0.37.1875 151.57 90.78 GenuineParts GPC 3.4 cc 124.21 –0.611.0625 10.20 7.32 GenworthFin GNW ... 19 9.92 –0.17 ... 11.87 5.75 GeoPark GPRK .9 9 10.00 +0.32.023 4.98 2.85 Gerdau GGB 2.1 32 4.81 +0.09.0361 3.21 0.42 GettyImages GETY ... dd .44 –0.08 ... 36.83 25.39 GettyRealty GTY 5.6 21 34.80 –1.45.485 73.69 46.00 Gildan GIL 2.0 29 49.95 –4.13.249 17.58 5.37 GinkgoBioworks DNA ... dd 7.36 –0.55 ... 54.58 39.90 GlacierBancorp GBCI 2.6 21 50.27 –3.30 .33 13.93 4.95 GlassHouseBrands GLAS ... dd 10.02 –0.77 ... 161.53 73.16 Glaukos GKOS ... dd 153.58 –3.25 ... 9.54 4.96 GlblBusTravel GBTG ... 59 9.41 ... ... 38.79 26.40 GlobalIndl GIC 3.2 18 35.12 +0.67 .28 10.04 6.77 GlobalNetLease GNL 8.6 dd 8.88 –0.38 .19 53.25 39.58 GlobalPtrs GLP 6.3 13 48.38 +0.58.765 90.64 61.16 GlobalPayments GPN 1.2 22 80.92 +3.10 .25 43.89 27.28 GlobalShipLease GSL 5.7 4 43.61 +3.45.625 94.35 27.56 Globant GLOB ... 13 31.30 –0.93 ... 191.55 123.00 GlobeLife GL .8 12 173.48 –11.28 .33 101.40 51.79 GlobusMedical GMED ... 18 76.49 –0.51 ... 169.61 71.59 GoDaddy GDDY ... 15 93.16 –1.19 ... 66.70 20.55 Gold.com GOLD 2.0 13 39.35 +1.04 .20 61.64 23.86 GoldFields GFI 3.7 8 32.70 +0.71.2821 12.02 8.36 GoldmanSachsBDC GSBD14.8 14 8.66 –0.17 .32 1153.99 694.05 GoldmanSachs GS 1.9 16 1061.23 –3.995.00 92.78 37.50 Gorman-Rupp GRC .9 37 81.73 +1.99 .19 8.10 2.25 GrabAGun PEW ... dd 2.33 –0.14 ... 95.69 72.51 Graco GGG 1.5 25 79.50 +4.91.295 20.32 4.92 GrafTechIntl EAF ... dd 7.44 +0.51 ... 125.82 46.08 Graham GHM ... 92 103.93 –3.86 ... 1224.76 900.00 Graham GHC .7 17 1154.88 –22.981.88 1419.91 906.52 Grainger GWW .7 37 1382.60 –12.412.49 162.08 89.80 GraniteConstr GVA .4 37 124.47 +0.44 .13 3.12 1.24 GranitePointMtg GPMT15.0 dd 1.33 –0.05 .05 6.15 4.18 GraniteRidge GRNT 9.1 dd 4.85 +0.18 .11 23.76 8.79 GraphicPkg GPK 4.0 12 11.02 +0.20 .11
J
L
N
BARRONS.COM/DATA NEW YORK STOCK EXCHANGE COMPOSITE LIST
H
K
M
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt. 6.44 3.50 GrayMedia GTN 8.1 dd 3.96 ... .08 15.33 6.67 GrayMediaA GTN.A 4.6 dd 6.90 –0.54 .08 83.18 60.44 GreenBrickPtrs GRBK ... 11 72.48 –0.27 ... 15.41 9.31 GreenDot GDOT ... dd 13.28 –0.12 ... 59.19 38.23 Greenbrier GBX 2.6 15 52.12 +2.10 .34 7.02 3.69 GreenfireResources GFR ... dd 6.51 +0.16 ... 2.57 1.10 GreenTree GHG 4.6 4 1.12 –0.07 .06 96.79 57.63 Greif B GEF.B 3.9 30 96.35 +3.15 .93 78.85 55.75 Greif A GEF 3.2 25 78.62 +2.30 .62 11.45 4.71 GreystoneHousing GHI 10.9 dd 5.12 –0.11 .14 98.37 65.01 Griffon GFF 1.0 cc 90.62 –0.85 .22 19.58 9.73 Grindr GRND ... 30 14.85 –0.41 ... 488.39 279.10 Group1Auto GPI .7 13 330.87 +4.81 .55 1.60 1.05 GroveCollab GROV ... dd 1.07 –0.01 ... 23.05 12.26 GrupoAeromexico AERO ... 10 14.97 –0.46 ... 300.41 206.91 GAP PAC 3.7 20 216.28 –4.634.4815 381.52 259.01 ASUR ASR 7.4 15 267.76 –11.955.7362 6.20 2.80 GpoAvalAcc AVAL 2.7 13 4.78 –0.14.0115 88.04 43.20 GrupoCibest CIB 7.6 44 86.01 +5.601.3288 13.55 4.54 GpoSupervielle SUPV ... dd 9.52 –0.19 ... 3.49 2.27 GrupoTelevisa TV ... dd 2.75 +0.04 ... 44.00 19.30 GuardianPharm GRDN ... 48 40.45 –0.07 ... 272.60 102.30 Guidewire GWRE ... 74 138.23 –11.79 ... 225.78 149.18 GulfportEnergy GPOR ... 5 157.27 +4.36 ...
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
44.13 24.38 HASustInfrCap HASI 4.4 cc 38.37 –0.05.425 556.52 330.00 HCA Healthcare HCA .8 13 382.19 +11.01 .78 210.50 136.37 HCI Group HCI .9 8 178.83 +0.86 .40 39.47 22.66 HDFC Bank HDB 1.5 14 23.23 –3.15.3756 93.66 42.16 HF Sinclair DINO 2.3 13 88.30 –0.29 .50 53.29 28.93 HNI HNI 3.4 98 41.62 –0.11 .35 29.65 17.56 HP HPQ 4.7 10 25.75 +0.91 .30 103.94 60.61 HSBC HSBC 3.6 17 103.40 +2.79 .50 4.93 2.15 HUYA HUYA .0 dd 2.36 –0.04 .135 87.32 47.32 Haemonetics HAE ... 39 78.78 +0.92 ... 9.54 5.17 Hafnia HAFN 9.6 8 7.65 +0.40.2877 14.00 8.81 Hagerty HGTY ... 56 11.68 –0.34 ... 11.28 8.65 Haleon HLN 1.9 20 9.78 –0.32.1307 43.59 20.39 Halliburton HAL 2.0 17 33.36 –1.86 .17 25.05 12.72 HamiltonBeach HBB 2.2 11 22.31 –0.77 .125 36.28 21.00 HamiltonIns HG .0 6 36.16 +1.222.00 225.29 163.18 HanoverIns THG 1.7 11 218.11 +4.88 .95 31.25 17.09 Harley-Davidson HOG 2.9 16 25.49 –1.09.1875 26.06 12.58 HarmonyGold HMY 2.1 11 15.87 +1.22.3124 144.50 120.33 HartfordIns HIG 1.7 9 140.53 +0.27 .60 44.99 20.28 HavertyFurn A HVT.A 4.4 23 28.05 –1.20 .31 27.67 19.53 HavertyFurn HVT 5.3 20 24.91 –0.72 .33 17.38 10.57 HawaiianElec HE ... 18 13.50 +0.05 ... 35.73 17.02 HawkEye360 HAWK ... dd 19.38 +0.69 ... 17.73 12.93 Hayward HAYW ... 20 14.43 +0.07 ... 21.57 15.29 HealthcareRealty HR 4.5 dd 21.40 +0.08 .24 22.77 15.70 HealthpeakProp DOC 5.5 70 22.27 –0.24.1017 34.17 5.62 HeclaMining HL .1 22 15.14 +0.81.0037 369.48 256.11 Heico HEI .1 62 349.61 +6.95 .13 279.66 199.35 HeicoA HEI.A .1 45 253.40 +3.33 .13 95.05 34.95 HeliosTech HLIO .6 44 79.83 –1.32 .12 10.75 5.52 HelixEnergy HLX ... cc 9.91 +0.33 ... 41.82 15.17 Helm&Payne HP 2.8 dd 35.34 +1.20 .25 20.40 7.56 Herbalife HLF ... 5 11.89 –0.10 ... 188.35 88.45 HercHoldings HRI 1.7 dd 162.59 +13.12 .70 19.67 13.70 HerculesCapital HTGC10.2 9 15.73 –0.44 .07 31.98 16.83 HeritageInsurance HRTG ... 4 27.82 +0.78 ... 239.48 161.43 Hershey HSY 3.3 32 174.30 +2.881.452 44.14 31.63 HessMidstream HESM 7.7 14 40.64 +0.30.7792 64.25 19.64 HewlettPackard HPE 1.2 45 47.69 +1.87.1425 111.01 58.20 Hexcel HXL .7 73 110.28 +6.47 .18 5.08 1.88 HighTemplarTech HTT ... 4 2.43 –0.08 ... 33.88 20.45 HighwoodsProp HIW 5.9 41 33.65 +0.33 .50 40.41 29.20 Hilltop HTH 2.0 15 39.08 +0.40 .20 55.40 36.79 HiltonGrandVac HGV ... 26 48.89 –1.05 ... 358.00 253.54 Hilton HLT .2 50 324.97 +3.65 .15 16.69 6.68 HimalayaShipping HSHP ... 26 16.12 +1.53 .22 70.43 13.74 Hims&HersHealth HIMS ... dd 28.09 –4.75 ... 91.50 30.08 HingeHealth HNGE ... dd 74.31 –12.78 ... 38.98 24.08 Hippo HIPO ... 6 27.76 –1.57 ... 4.48 1.98 Holley HLLY ... 13 2.61 –0.01 ... 31.24 25.50 HomeBancShares HOMB 3.0 13 30.98 +0.14 .23 426.75 289.10 HomeDepot HD 2.8 24 332.98 –5.892.33 51.00 37.30 HomeTrustBcshs HTB 1.2 13 48.70 –0.35 .15 34.89 23.25 HondaMotor HMC 3.8 dd 28.16 ....654 55.56 40.54 HoraceMann HMN 2.8 13 52.10 –0.51 .36 29.63 19.70 HormelFoods HRL 4.6 30 25.31 –0.08.2925 184.55 131.75 DR Horton DHI 1.2 14 146.76 –2.63 .45 211.78 130.72 HoulihanLokey HLI 2.0 23 140.23 +0.22 .70 162.06 91.52 Hovnanian HOV ... 38 133.89 +2.19 ... 91.07 61.01 HowardHughes HHH ... 32 65.91 –4.41 ... 293.00 169.45 HowmetAerospace HWM .2 67 289.26 +16.83 .12 565.50 403.82 Hubbell HUBB 1.2 29 486.09 –2.581.42 568.16 169.63 HubSpot HUBS ... cc 204.89 –19.37 ... 32.15 8.93 HudbayMinerals HBM .1 13 22.35 +1.99.0072 21.70 5.26 HudsonPacProp HPP ... dd 15.38 –0.34 ... 428.88 163.11 Humana HUM .9 42 389.32 –10.68.885 460.00 256.45 HuntingIngalls HII 1.9 19 287.59 +18.46 1.38 16.09 7.30 Huntsman HUN 2.7 dd 12.80 +1.01.0875 206.86 133.51 HyattHotels H .3 dd 187.13 –3.52 .15 44.55 26.41 Hyster-Yale HY 4.4 dd 33.10 +0.10.365
three weeks as the tech sector dragged down the S&P 500. Losing stocks outpaced winning ones by nearly 3 to 2.
Breadth DJIA
663,000
658,200
653,400
648,600
643,800
639,000
A S O N D J F M A M J J
In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we plot. Dec. 31, 1985 =1000.
34.42 25.08 ICICIBank IBN .7 17 29.51 –0.25.2491 6.97 4.76 ICLGroup ICL 3.6 26 5.28 +0.23.0471 154.91 120.52 IDACORP IDA 2.4 25 148.57 –0.16 .88 231.70 157.25 IDEX IEX 1.3 33 223.27 –1.67 .73 69.15 45.72 IDT IDT ... 20 64.30 +1.14 ... 8.95 5.71 IHS Holding IHS ... 15 8.23 +0.08 ... 33.46 22.54 ING Groep ING 3.3 13 32.83 +0.50.8606 21.30 3.75 INNOVATE VATE .0 dd 8.34 –0.69 .78 31.02 20.08 Invesco IVZ 2.9 dd 29.93 +0.30 .215 247.05 154.50 IQVIA IQV ... 26 208.05 +1.79 ... 19.14 10.87 IRSA IRS .0 4 14.92 –0.161.3951 225.26 157.67 ITT ITT .8 35 195.86 +3.35.386 24.87 6.69 IamGold IAG ... 9 14.66 +0.52 ... 40.49 19.10 Ibotta IBTA ... dd 26.25 –5.30 ... 3.20 1.33 iHuman IH .0 8 1.45 +0.08 .10 303.15 238.82 IllinoisToolWks ITW 2.3 26 283.02 +6.97 1.61 45.88 24.20 Imax IMAX ... 59 43.38 +4.13 ... 18.18 14.60 IndepRealty IRT 4.3 82 16.61 –0.01 .18 19.59 11.13 InfinityNatrlRscs INR ... 5 13.20 +0.20 ... 27.50 8.52 Infleqtion INFQ ... dd 8.97 –0.12 ... 30.00 10.30 Infosys INFY 4.0 14 11.11 –0.38.2647 100.96 68.07 IngersollRand IR .1 57 84.40 +2.16 .02 79.29 39.74 Ingevity NGVT ... dd 73.26 –3.27 ... 31.69 18.09 IngramMicro INGM 1.1 19 29.44 +0.16.084 134.77 94.44 Ingredion INGR 3.2 10 101.12 –1.44 .82 65.38 44.58 InnovativeIndProp IIPR 12.4 16 61.48 –2.991.90 32.25 15.54 InnovexIntl INVX ... 36 26.84 +1.06 ... 61.65 18.57 Insperity NSP 5.0 dd 48.35 –1.20 .60 147.03 38.91 InspireMedical INSP ... 11 49.19 –1.41 ... 349.00 193.11 InstalledBldg IBP .7 24 227.43 –1.22 .39 39.91 24.35 InsteelInds IIIN .4 18 32.68 +1.68 .03 115.51 62.00 IntegerHoldings ITGR ... 25 98.62 +3.20 ... 189.35 121.79 ICE ICE 1.4 21 145.79 +6.14 .52 175.89 113.32 InterContHtls IHG 1.1 32 156.18 –1.901.259 61.38 35.45 IntercorpFinSvcs IFS 3.0 11 59.73 +0.271.80 332.46 199.19 IBM IBM 3.2 19 214.19 +1.52 1.69 84.45 59.14 IntlFlavors IFF 2.1 23 75.94 –2.26 .40 56.13 29.26 IntlPaper IP 4.4 dd 42.16 +4.60.4625 93.48 39.06 IntlSeaways INSW .5 8 92.28 +5.524.43 50.34 22.55 IntrepidPotash IPI ... 32 34.22 +0.02 ... 37.22 26.81 InvenTrust IVT 2.6 26 36.45 –0.28 .25 9.50 7.10 InvescoMtg IVR 19.0 10 7.58 –0.52 .12 32.45 24.25 InvitatHomes INVH 4.0 52 29.78 –0.34 .30 84.64 25.89 IonQ IONQ ... dd 32.84 –1.94 ... 10.07 9.81 IrisAcqnII IRAB ... ... 9.95 ... ... 134.68 77.77 IronMountain IRM 2.7 cc 128.31 +4.49.864 9.60 5.93 ItauUnibanco ITUB ... 11 8.28 +0.08 ...
24.30 13.71 JBGSMITHProp JBGS 4.8 dd 14.52 –0.36 .175 18.65 11.49 JBS JBS ... 7 12.28 +0.37 ... 170.19 113.67 JBT Marel JBTM .3 43 137.14 +3.14 .10 6.98 0.93 JELD-WEN JELD ... dd 1.10 –0.07 ... 18.80 10.41 J.Jill JILL 2.0 12 16.86 +0.25 .09 353.37 279.10 JPMorganChase JPM 1.7 15 353.21 +12.111.50 428.93 189.60 Jabil JBL .1 39 312.59 +11.58 .08 10.74 10.25 JacksonAcqnIIA JACS ... 36 10.68 –0.02 ... 0.30 0.12 JacksonAcqnIIRt JACS.RT ... ... .15 ... ... 126.69 82.65 JacksonFinl JXN 3.0 dd 119.28 –6.38 .90 168.44 105.68 JacobsSolns J 1.1 41 134.56 +2.81 .36 29.83 16.46 JamesHardie JHX ... cc 26.54 +0.72 ... 10.80 4.26 JanusIntl JBI ... 17 5.29 –0.11 ... 31.54 22.76 JanusLiving JAN 1.8 ... 31.41 +1.06.0475 71.04 35.53 JefferiesFinl JEF 2.9 16 55.86 +0.99 .40 31.88 14.78 JinkoSolar JKS 10.0 dd 14.80 –1.691.50 20.95 6.89 JobyAviation JOBY ... dd 6.93 –0.30 ... 269.43 164.23 J&J JNJ 2.0 31 263.40 +10.361.34 151.18 102.09 JohnsonControls JCI 1.1 26 143.37 +2.91 .40 363.06 258.19 JonesLang JLL ... 17 325.45 –5.22 ...
Breadth 659,856
14.72 4.36 JumiaTech JMIA ... dd 5.86 –0.64 ...
125.62 76.31 KBFinancial KB 2.2 10 117.43 –1.94.7591 68.71 44.03 KBHome KBH 1.8 14 56.76 +0.66 .25 52.23 29.94 KBR KBR 1.8 11 36.93 +1.86 .165 20.98 13.81 KEHoldings BEKE 1.9 38 15.89 –1.51.276 153.87 82.67 KKR KKR .8 34 99.36 –1.58 .195 9.98 5.25 KKRRealEstFin KREF 5.4 dd 7.34 ... .10 10.21 9.91 KPETUltPaceline KPET ... ... 9.97 –0.08 ... 24.58 17.13 KT KT ... 8 18.56 +1.00 ... 369.97 244.87 Kadant KAI .5 36 312.36 +1.35 .36 118.38 43.68 Karman KRMN ... cc 47.44 +1.27 ... 62.46 22.69 Kemper KMPR 4.4 47 28.81 +0.79 .32 43.81 17.62 Kennametal KMT 2.3 20 35.23 +1.49 .20 95.93 41.50 KenonHoldings KEN 5.5 45 69.37 +3.463.85 22.87 14.02 Kenvue KVUE 4.3 23 19.28 +0.30.2075 24.07 16.47 KeyCorp KEY 3.6 13 22.65 –0.90.205 374.96 152.85 KeysightTech KEYS ... 53 318.67 +2.77 ... 60.70 24.49 Kforce KFRC 2.9 28 55.12 –3.44 .40 45.03 27.36 KilroyRealty KRC 5.5 22 39.42 –0.83 .54 15.80 11.31 KimbellRoyalty KRP 10.1 37 14.94 –0.04 .41 26.45 19.76 KimcoRealty KIM 4.0 30 26.10 –0.02 .26 34.81 25.60 KinderMorgan KMI 3.6 21 32.86 +0.56.2975 10.76 1.75 KinderCareLearning KLC ... dd 4.93 –0.29 ... 52.54 31.33 Kinetik KNTK 6.4 21 50.43 +0.15 .81 16.51 8.41 Kingsway KWY ... dd 8.70 –0.95 ... 39.11 15.37 KinrossGold KGC .7 10 23.85 +1.28 .04 512.76 287.20 KinsaleCapital KNSL .3 14 349.10 +5.11 .25 157.69 79.52 Kirby KEX ... 23 148.65 +4.49 ... 29.92 20.86 KiteRealty KRG 3.9 36 29.31 –0.31 .29 57.20 12.06 Klarna KLAR ... dd 17.36 –1.39 ... 36.76 12.53 Klaviyo KVYO ... dd 16.40 –1.27 ... 96.28 58.72 KnifeRiver KNF ... 30 78.06 –3.65 ... 82.86 38.63 Knight-Swift KNX 1.1 cc 72.50 –4.18 .20 11.78 6.76 KnotOffshore KNOP 2.9 19 10.28 +0.03.075 42.93 18.45 Knowles KN ... 48 37.58 +2.35 ... 77.68 30.06 KodiakGasSvcs KGS 3.2 80 59.08 –6.11 .49 25.22 10.33 Kohl's KSS 2.8 8 17.94 +0.64 .125 33.44 25.10 Philips PHG 3.2 22 26.17 –0.78 .99 88.96 53.55 KontoorBrands KTB 2.5 17 83.54 –2.03 .53 52.25 25.00 Koppers KOP .7 13 50.22 +1.08 .09 23.41 11.25 KoreaElecPwr KEP 4.1 3 12.06 +0.69.522 79.97 58.95 KornFerry KFY 2.8 15 78.25 –0.36 .55 3.34 0.84 KosmosEnergy KOS ... dd 2.63 +0.39 ... 76.58 54.15 Kroger KR 2.7 33 56.87 –1.95 .39 7.89 4.08 KronosWorldwide KRO 3.0 dd 6.61 +0.03 .05 39.98 10.10 Kyndryl KD ... 14 12.05 –0.10 ...
70.42 41.09 LatamAirlines LTM 3.0 9 50.15 –2.411.4006 159.66 84.33 LCIInds LCII 4.5 13 103.35 –4.82 1.15 5.83 3.16 LG Display LPL ... dd 3.17 –0.12 ... 17.22 7.09 LSB Inds LXU ... 19 12.24 +0.85 ... 43.00 33.64 LTC Properties LTC 5.4 17 42.18 +0.43 .19 379.23 262.98 L3HarrisTech LHX 1.7 33 300.21 +18.20 1.25 61.61 38.20 LXP Industrial LXP 4.6 41 60.81 +2.30 .70 44.90 29.03 La-Z-Boy LZB 2.4 16 39.68 –0.19.242 298.58 244.52 Labcorp LH 1.0 26 296.77 +13.41 .72 11.92 9.43 LadderCapital LADR 9.4 24 9.77 –0.27 .23 67.07 37.62 LambWeston LW 3.1 23 49.58 +2.79 .38 85.60 43.75 LandBridge LB .6 79 76.33 –1.34 .12 2.54 1.03 Lanvin LANV ... dd 1.21 –0.14 ... 70.45 44.21 LasVegasSands LVS 2.6 18 46.08 +0.72 .30 58.75 38.67 Lazard LAZ 4.5 22 44.35 +1.19 .50 150.33 91.67 Lear LEA 2.1 14 143.60 +1.88 .77 13.00 7.86 Leggett&Platt LEG 1.8 7 11.16 +0.13 .05 205.77 98.86 Leidos LDOS 1.5 10 112.14 +5.66 .43
99.90 35.70 Lemonade LMND ... dd 60.14 –7.04 ... 144.24 79.83 LennarA LEN 2.4 13 84.64 +0.75 .50 137.39 78.02 LennarB LEN.B 2.4 13 82.92 +0.75 .50 674.40 434.06 LennoxIntl LII 1.0 24 541.13 –2.80 1.36 25.58 17.72 LeviStrauss LEVI 2.4 20 24.54 +0.18 .16 34.48 9.90 LibertyEnergy LBRT 2.1 24 17.36 –6.48 .09 43.96 24.14 LifeTime LTH ... 25 42.33 +0.18 ... 6.40 3.02 LifezoneMetals LZM ... dd 3.19 +0.02 ... 4.17 1.15 LightInTheBox LITB ... 6 3.29 +0.11 ... 14.34 7.83 Lightspeed LSPD ... dd 9.91 –0.49 ... 1249.45 623.78 EliLilly LLY .6 43 1196.03 +16.92 1.73 25.30 21.17 LincolnIntl LCLN ... ... 22.67 +0.65 ... 46.82 32.18 LincolnNational LNC 4.4 5 41.36 –0.88 .45 148.00 97.27 Lindsay LNN 1.3 22 113.96 –1.58 .38 16.70 5.65 LionsgateStudios LION ... dd 13.34 –0.54 ... 360.56 239.78 LithiaMotors LAD .7 12 340.95 +5.67 .57 10.52 2.47 LithiumAmericas LAC ... dd 2.81 –0.14 ... 12.05 2.52 LithiumArgentina LAR ... dd 5.85 –0.51 ... 188.00 125.34 LiveNationEnt LYV ... dd 177.24 –2.98 ... 43.85 29.36 LiveOakBcshs LOB .3 15 42.08 –0.40 .03 38.23 21.71 LiveRamp RAMP ... 17 37.67 –0.21 ... 6.44 0.65 LiveWire LVWR ... dd 1.46 +0.77 ... 6.34 4.05 LloydsBanking LYG 2.8 14 6.02 ....1301 5.05 0.93 loanDepot LDI ... dd 1.01 –0.08 ... 83.43 53.15 Loar LOAR ... cc 70.89 +0.90 ... 4.00 0.98 LocalBounti LOCL ... dd 1.06 –0.15 ... 692.00 412.55 LockheedMartin LMT 2.4 21 582.60 +73.833.45 119.10 89.32 Loews L .2 15 117.90 +3.45.0625 13.20 7.04 LomaNegra LOMA ... 49 11.40 +0.15 ... 102.86 66.12 Louisiana-Pacific LPX 1.6 64 74.48 +0.50 .30 293.06 199.40 Lowe's LOW 2.4 18 207.64 –1.09 1.25 11.24 5.71 LuckyStrike LUCK 3.5 dd 6.88 –0.53 .06 4.57 1.20 LufaxHolding LU ... dd 1.38 –0.01 ... 11.95 3.37 LumenTech LUMN ... dd 6.34 +0.06 ... 2.40 0.79 LumentFinance LFT 20.0 dd .80 –0.13 .04 11.38 6.54 LuxExperience LUXE ... 2 8.00 –0.13 ... 19.45 11.19 Luxfer LXFR 3.0 80 17.05 +0.54 .13 83.94 41.58 LyondellBasell LYB 4.6 dd 60.32 +1.15 .69
53,000
51,100
49,200
47,300
45,400
43,500
255.00 174.76 M&T Bank MTB 2.4 13 249.60 +0.361.50 8.26 4.72 MBIA MBI ... dd 5.66 –0.88 ... 49.37 15.00 MDASpace MDA ... 50 29.57 –0.67 ... 22.98 15.76 MDU Rscs MDU 2.6 23 21.25 +0.11 .14 10.57 8.78 MFAFinancial MFA 15.8 10 9.14 –0.31 .36 29.97 24.69 MGICInvestment MTG 2.3 9 29.65 +0.18 .15 51.59 29.19 MGMResorts MGM ... 63 45.54 –0.59 ... 163.66 116.78 M/IHomes MHO ... 11 149.83 +0.30 ... 26.74 11.12 MinisoGroup MNSO 5.3 13 12.21 –0.54.3764 32.00 7.67 MNTN MNTN ... 28 8.58 –0.36 ... 8.10 1.27 MOGU MOGU ... dd 1.89 –0.01 ... 59.98 47.80 MPLX MPLX 7.3 13 58.65 +1.591.0765 100.25 41.12 MPMaterials MP ... dd 41.30 –3.94 ... 208.92 151.10 MSASafety MSA 1.2 24 174.64 +3.61 .54 644.77 501.08 MSCI MSCI 1.5 30 550.79 –77.872.05 16.76 10.80 MSCIncmFd MSIF 9.9 6 10.91 –0.41 .03 128.79 78.80 MSCIndustrial MSM 2.8 30 125.64 +0.87 .87 6.19 0.58 MVOil MVO186.2 1 .60 –0.08.5938 26.23 15.94 Macerich MAC 2.6 dd 25.83 –0.09 .17 15.58 10.46 MachNaturalRscs MNR13.6 19 13.39 +0.24 .64 26.10 11.77 Macy's M 3.3 10 23.38 –0.30.1915 82.79 35.31 MSGEnt MSGE ... 75 76.26 +1.01 ... 411.73 188.60 MSGSports MSGS ... dd 396.40 –0.47 ... 69.94 40.51 MagnaIntl MGA 3.0 28 65.66 –0.80.495 9.86 2.18 Magnachip MX ... dd 3.50 +0.08 ... 15.52 7.82 Magnera MAGN ... dd 13.71 +0.10 ... 32.76 21.07 MagnoliaOil MGY 2.5 15 25.33 ... .165 19.93 12.94 MagnumIceCrm MICC ... 35 17.84 –0.86 ... 67.77 48.95 MainStreetCap MAIN 7.5 11 53.47 –1.90.265 24.22 14.59 ManchesterUnited MANU ... dd 22.67 +0.44 ... 15.56 9.09 Manitowoc MTW ... 71 14.37 +1.34 ... 55.70 25.15 Manpower MAN 2.8 23 51.33 –1.01 .72 43.81 29.70 ManulifeFinl MFC 2.8 17 43.67 +0.28.3538 326.92 158.00 MarathonPetrol MPC 1.3 20 309.24 –3.361.00 33.62 24.43 Marcus&Millichap MMI 1.6 dd 30.38 –0.82 .25 24.89 12.85 Marcus MCS 1.3 53 23.82 +0.77 .08 38.14 21.41 MarineMax HZO ... cc 36.33 +1.81 ... 2207.59 1719.41 Markel MKL ... 14 1994.70 +22.27 ... 105.97 44.58 MarriottVacations VAC 3.4 dd 94.39 –5.59 .80 213.80 156.60 Marsh MRSH 2.2 22 180.74 –1.44 .99 710.97 525.38 MartinMarietta MLM .6 13 559.60 –2.99 .83 83.21 58.16 Masco MAS 1.6 20 79.27 +0.62 .32 441.43 160.08 MasTec MTZ ... 59 337.84 +8.25 ... 14.22 6.61 MasterBrand MBC ... dd 8.50 –0.17 ... 601.77 464.52 Mastercard MA .6 31 539.66 –3.94 .87 66.84 37.14 MatadorRscs MTDR 3.0 13 50.81 –2.99.375 298.87 91.62 Materion MTRN .2 66 241.02 –4.10.145 15.48 6.17 Mativ MATV 4.9 6 8.12 +0.10 .10 230.74 86.97 Matson MATX .7 15 210.57 –11.61 .38 20.34 13.84 MauiLand MLP ... dd 17.17 +0.33 ... 100.00 52.73 Maximus MMS 2.2 9 59.67 +1.37 .33 38.76 12.10 MayvilleEngg MEC ... dd 30.29 –0.63 ... 72.77 44.30 McCormickVtg MKC.V 3.8 8 50.61 –1.45 .48 73.84 44.82 McCormick MKC 3.8 8 49.96 –1.74 .48 341.75 260.96 McDonald's MCD 2.8 22 264.76 –2.951.86 29.70 9.82 McEwen MUX ... 16 17.17 +0.80 ... 18.00 8.95 McGrawHill MH ... 54 9.92 +0.22 ... 999.00 637.00 McKesson MCK .4 22 840.90 –0.49 .94 14.70 7.09 MediaAlpha MAX ... 21 13.13 –0.99 ... 6.47 3.95 MedicalProp MPT 7.4 dd 4.84 +0.09 .09
15.31 9.22 Medifast MED ... dd 9.68 –0.58 ... 106.33 73.31 Medtronic MDT 3.5 22 83.21 +0.01 .72 131.74 76.66 Merck MRK 2.6 37 131.07 +3.57 .85 113.06 66.57 MercuryGeneral MCY 1.2 7 107.28 +1.03.3175 85.38 58.03 MeritageHomes MTH 2.5 13 72.95 –1.22 .48 5.98 2.89 MesaRoyalty MTR 8.2 14 2.89 –0.22.0245 42.38 21.60 MesabiTrust MSB 4.0 26 22.50 –1.90 .05 21.73 14.19 Metallus MTUS ... cc 20.97 +1.59 ... 11.80 10.00 MetalsAcqnII MTAL ... ... 10.21 +0.01 ... 20.38 4.88 MethodeElec MEI 1.3 dd 15.31 +0.32 .05 94.86 67.33 MetLife MET 2.5 18 94.83 +0.83.5925 102.04 64.66 MetropolitanBk MCB .9 12 91.03 –7.42 .35 1525.17 1023.05 Mettler-Toledo MTD ... 31 1327.18 +17.16 ... 57.14 28.63 MiamiIntl MIAX ... 64 42.78 +0.45 ... 153.31 120.30 MidAmApt MAA 4.6 41 133.88 +0.92 1.53 52.93 33.81 MillerIndustries MLR 1.6 38 51.39 +1.75 .21 36.00 26.30 MillroseProp MRP 10.6 10 28.52 –0.90 .77 84.34 53.94 MineralsTechs MTX .6 14 74.60 –0.31 .12 30.28 15.57 MirionTech MIR ... cc 16.54 +0.57 ... 19.64 7.74 MistrasGroup MG ... 22 15.46 –0.25 ... 23.08 13.62 MitsubishiUFJ MUFG 1.9 16 22.89 +1.57.3143 10.79 5.74 MizuhoFin MFG 1.3 16 10.63 +0.76.0904 26.00 17.67 MobilityGlobal MBGL ... ... 20.55 +0.44 ... 323.25 96.45 ModineMfg MOD ... cc 241.79 +12.45 ... 18.96 13.80 ModivIndl MDV 6.8 dd 17.66 –0.80 .10 78.22 51.06 Moelis MC 3.9 24 67.00 –0.51 .65 143.13 92.99 MohawkInds MHK ... 17 113.27 +1.77 ... 244.89 121.06 MolinaHealthcare MOH ... dd 197.55 –27.82 ... 55.92 39.51 MolsonCoorsA TAP.A 4.9 dd 39.51 –1.49 .48 54.82 38.04 MolsonCoorsB TAP 4.7 dd 40.95 +0.02 .48 546.88 402.28 Moody's MCO .9 30 471.50 –39.361.03 430.52 176.28 MoogA MOG.A .3 46 410.13 +16.82 .30 430.54 188.86 MoogB MOG.B .3 45 403.32 +7.60 .30 232.25 136.17 MorganStanley MS 2.1 17 214.48 –1.02 1.15 19.73 13.66 MSDirectLend MSDL12.5 15 15.17 –0.29 .45 37.44 19.80 Mosaic MOS 3.9 cc 22.30 +0.17 .22 492.22 359.36 MotorolaSol MSI 1.2 34 417.83 +4.52 1.21 39.85 14.78 Movado MOV 4.4 26 36.51 –2.14 .40 70.95 41.17 MuellerInds MLI 2.2 17 63.91 +4.78 .175 31.00 22.74 MuellerWater MWA 1.1 19 25.03 –0.43 .07 43.34 21.86 MurphyOil MUR 3.6 67 38.95 +2.12 .35 636.04 345.23 MurphyUSA MUSA .4 21 613.15 –5.42 .64 35.75 12.96 MyersIndustries MYE 1.7 45 31.44 +0.33 .135
59.42 35.43 NACCOInds NC 2.2 16 46.81 –1.16.2625 9.04 2.92 N-able NABL ... dd 4.08 –0.69 ... 48.50 23.56 NCRAtleos NATL ... 21 47.75 +0.32 ... 14.67 6.02 NCRVoyix VYX ... 20 7.67 –0.54 ... 5.20 1.40 NetPower NPWR ... dd 1.41 –0.13 ... 18.80 3.95 NGLEnergy NGL ... dd 15.56 +0.40 ... 8.02 4.37 NIO NIO ... dd 4.49 –0.39 ... 19.90 7.93 NIQGlbIntel NIQ ... dd 10.75 –0.25 ... 8.60 5.04 NLI NL 6.9 dd 5.81 –0.09 .10 50.00 38.90 NNNREIT NNN 5.0 24 49.38 –0.21 .62 21.55 11.78 NOV NOV 1.7 87 20.76 +1.24 .09 16.50 8.63 NPK Intl NPKI ... 35 14.35 +0.01 ... 189.96 120.11 NRGEnergy NRG 1.3 cc 141.03 +11.92.475 8618.28 5501.01 NVR NVR ... 17 6414.67 –75.37 ... 112.90 30.90 NaborsIndustries NBR ... 7 83.37 –0.52 ... 47.28 35.06 NatlBankHoldings NBHC 3.0 18 43.33 –3.16 .32 97.06 75.17 NationalFuelGas NFG 2.7 11 82.49 +1.55.555 94.64 67.52 NationalGrid NGG 3.9 19 82.30 –1.692.1738 91.38 67.94 NatlHealthInv NHI 4.6 26 80.54 +0.93 .92 149.85 91.28 NatlPrestoInds NPK .8 28 124.40 +2.951.00 44.61 22.72 NaturalGasSvcs NGS 1.6 21 36.47 –2.30 .15 45.98 23.47 NaturalGrocers NGVC 2.0 14 30.01 –2.72 .15 128.60 95.51 NaturalResPtrs NRP 3.1 12 98.00 +1.60 .75 4.06 1.30 Natuzzi NTZ ... dd 1.42 –0.14 ... 19.36 13.49 NatWest NWG 4.8 10 17.97 +0.05 .621 24.36 14.08 Navigator NVGS 1.3 13 21.71 +1.00 .07 80.97 40.80 NaviosMaritime NMM .3 7 79.10 +7.73 .06 144.38 116.62 Nelnet NNI 1.0 12 133.36 –0.92 .33 34.61 14.78 NeptuneInsurance NP ... cc 30.24 –0.79 ... 1.71 0.75 NerdyA NRDY ... dd .84 +0.01 ... 34.31 10.95 NetLeaseOffice NLOP .0 dd 11.34 –0.273.30 22.47 17.02 Netstreit NTST 4.1 cc 22.20 –0.06.225 10.39 9.68 NewAmericaIA NWAX ... cc 10.15 +0.03 ... 60.69 43.46 NewJerseyRscs NJR 3.2 18 60.05 +1.45.475 64.97 41.62 NewOrientalEduc EDU ... 19 49.24 +0.09 ... 87.10 51.03 NYTimesA NYT 1.3 31 71.65 –4.28 .23 875.97 580.03 NewMarket NEU 1.5 18 779.33 +9.103.00 134.88 59.96 Newmont NEM 1.1 12 93.19 +3.49 .26 15.94 5.11 Newsmax NMAX ... dd 7.50 –0.86 ... 16.89 4.61 NexaResources NEXA .0 8 12.87 +0.68.1321 13.96 6.26 NexGenEnergy NXE ... dd 9.14 +0.34 ... 17.22 12.36 NexPointRealEst NREF11.9 7 16.79 –0.12 .50 34.87 23.79 NexPointResidentl NXRT 8.1 dd 26.07 –0.52 .53 3.72 1.33 Nextdoor NXDR ... dd 2.19 –0.20 ... 98.75 69.24 NextEraEnergy NEE 2.8 23 89.78 +0.98.6232 173.48 114.12 NicoletBankshares NIC .8 19 169.64 –0.13 .36 80.17 40.00 Nike NKE 3.9 20 41.70 –2.06 .41 49.21 38.45 NiSource NI 2.6 23 46.68 +0.70 .30 12.84 8.47 NoahHoldings NOAH 6.5 8 8.57 –0.32.6903 54.98 25.24 Noble NE 4.6 30 43.26 +1.76 .50 17.45 4.00 Nokia NOK 1.3 63 9.10 –1.02.0468 18.22 8.99 NomadFoods NOMD 5.8 11 11.72 +0.21 .17 10.06 6.59 Nomura NMR 2.8 12 9.81 +0.41 .15 6.70 2.70 NordicAmTankers NAT 9.6 25 6.45 +0.40 .22 358.60 268.23 NorfolkSouthern NSC 1.5 30 350.66 +10.50 1.35
O
R
S
BARRONS.COM/DATA NEW YORK STOCK EXCHANGE COMPOSITE LIST
T
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt. 17.26 12.07 NorthAmConstr NOA 2.4 18 13.92 +0.66.0875 10.49 4.76 NoEuroOil NRT 11.4 9 8.89 +1.16 .22 31.17 17.18 NorthernOil&Gas NOG 8.5 dd 21.18 –0.01 .45 19.71 14.25 NorthpointeBcshs NPB .6 7 17.19 –1.60.025 774.00 479.02 NorthropGrum NOC 1.8 17 542.24 +20.672.47 55.99 39.29 NorthwestNat NWN 3.8 18 51.68 +0.48.4925 27.18 14.53 NorwegCruise NCLH ... 17 19.37 –0.09 ... 6.06 1.26 NouveauMonde NMG ... dd 1.26 –0.16 ... 170.46 112.34 Novartis NVS 2.6 23 155.01 +1.253.1024 71.80 35.12 NovoNordisk NVO 2.6 11 48.77 –1.55.9158 18.98 11.20 NuHoldings NU ... 22 14.09 +0.50 ... 14.62 4.89 NuSkinEnts NUS 4.7 5 5.08 –0.16 .06 270.90 131.32 Nucor NUE .9 25 247.56 +10.95 .56 57.42 7.21 NuScalePower SMR ... dd 8.09 +0.37 ... 85.36 53.03 Nutrien NTR 3.2 14 68.10 +0.82 .55 9.75 2.18 NuvationBio NUVB ... dd 6.42 +0.62 ... 17.11 11.97 NuvChurchDirect NCDL11.9 10 12.13 –0.56 .02 184.64 76.23 nVentElectric NVT .6 51 151.79 –3.13 .21
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
53.20 35.71 OFGBancorp OFG 2.7 10 52.40 +2.33 .35 50.32 41.70 OGE Energy OGE 3.4 22 49.95 +1.25.425 16.91 7.75 O-I Glass OI ... dd 9.08 –0.02 ... 90.78 71.72 ONE Gas OGS 3.4 18 80.53 +0.79 .68 96.07 64.02 ONEOK OKE 4.6 17 93.16 –0.36 1.07 42.90 24.10 Openlane OPLN ... dd 39.32 –0.14 ... 48.06 27.40 ORRoyalties OR .6 22 29.20 +0.90.065 34.96 16.64 OutfrontMedia OUT 3.7 31 32.03 –1.18 .30 67.45 38.80 OccidentalPetrol OXY 1.8 65 57.30 +2.44 .26 43.33 13.16 OceanaGold OGC 1.5 7 23.84 +1.33 .09 53.10 20.79 OceaneeringIntl OII ... 15 52.73 +10.45 ... 10.38 3.88 OctaveSpecialty OSG ... dd 5.59 –0.52 ... 63.50 4.02 Offerpad OPAD ... dd 4.02 –1.16 ... 107.00 45.61 Oil-Dri ODC .9 26 98.79 +1.58.225 14.50 4.75 OilStatesIntl OIS ... dd 8.67 +0.24 ... 59.07 23.34 OkeanisEcoTankers ECO 8.6 10 57.88 +4.002.00 193.84 39.53 Oklo OKLO ... dd 40.25 –0.86 ... 46.76 35.60 OldRepublic ORI 3.0 9 42.29 +0.05 .315 30.46 18.08 Olin OLN 3.4 dd 23.20 +1.21 .20 51.92 38.23 OmegaHealthcare OHI 5.3 25 51.72 +1.51 .67 87.17 66.33 Omnicom OMC 4.0 cc 79.66 –2.07 .80 52.41 31.41 OnHolding ONON ... 38 35.82 –1.38 ... 27.00 14.00 OnceUponaFarm OFRM ... dd 15.05 –3.12 ... 25.88 19.62 OneLiberty OLP 7.2 20 25.13 –0.11 .45 71.93 45.78 OneMain OMF 7.0 9 59.74 –0.561.05 54.10 33.22 Onity ONIT ... 2 39.44 –1.37 ... 32.00 14.13 Onterris ONT ... cc 19.66 –1.27 ... 386.46 89.40 OntoInnovation ONTO ... cc 272.62 –7.23 ... 21.96 9.79 Ooma OOMA ... 61 20.02 –0.65 ... 123.24 63.81 Oppenheimer A OPY .7 13 109.69 +0.56 .20 12.60 7.36 OppFi OPFI ... 12 9.02 –0.36 ... 2.98 0.58 OptimumComms OPTU ... dd .81 –0.05 ... 345.72 114.75 Oracle ORCL 1.7 20 114.99 –11.42 .50 8.40 6.42 OrchidIsland ORC 18.3 4 6.54 –0.31 .10 13.60 5.69 Organon OGN .6 14 13.52 ... .02 54.21 32.13 OriginBancorp OBK 1.9 17 53.62 +1.35 .25 17.40 6.44 OrionGroup ORN ... 59 12.69 –0.11 ... 3.05 1.89 OrionProperties ONL 3.1 dd 2.60 –0.03 .02 11.50 4.35 Orion OEC 1.2 dd 6.99 +0.14.0207 40.67 22.33 Orix IX 2.0 15 40.31 +1.91.3893 146.39 84.13 OrmatTech ORA .5 48 99.40 –5.30 .12 33.10 10.69 OscarHealth OSCR ... dd 28.19 –0.91 ... 180.49 116.77 Oshkosh OSK 1.5 17 155.14 +11.48 .57 4.80 2.14 OsiskoGold ODV ... dd 2.26 –0.01 ... 94.57 69.16 OtisWorldwide OTIS 2.4 18 71.93 –1.52 .44 64.61 35.47 Ovintiv OVV 1.9 18 63.13 +5.34 .30 159.91 97.53 OwensCorning OC 2.2 dd 142.34 –1.57 .79 16.94 4.19 Owlet OWLT ... dd 5.25 –0.35 ... 51.61 30.57 OxfordIndustries OXM 7.2 dd 38.65 –1.78 .70
P Q
47.62 7.50 PACSGroup PACS ... 31 46.85 +0.72 ... 68.33 21.24 PBFEnergy PBF 1.8 17 61.63 –1.12.275 19.16 13.32 PG&E PCG 1.1 13 17.85 +0.53 .05 86.94 48.52 PHINIA PHIN 1.5 22 78.39 –1.75 .30 195.62 127.73 PJTPartners PJT .6 39 169.07 +2.45 .25 24.51 17.05 PLDT PHI 5.9 9 19.69 –0.02.7657 256.49 176.88 PNCFinl PNC 3.2 14 250.99 –1.872.00 92.40 44.99 POSCO PKX 2.4 27 52.34 +1.54.3287 133.43 93.39 PPG Ind PPG 2.6 17 116.00 –1.36 .74 40.10 33.17 PPL PPL 3.1 22 36.22 +0.37.285 47.73 25.80 ProgHoldings PRG 1.2 12 43.71 –2.71 .14 42.60 3.01 PSQ PSQH ... dd 3.34 +0.33 ... 100.75 59.60 PVH PVH .2 26 80.41 +2.26.0375 254.49 189.03 PackagingCpAm PKG 2.4 33 254.39 +21.321.50 18.00 5.70 PagerDuty PD ... 4 9.08 –1.22 ... 12.32 7.74 PagSeguroDig PAGS 4.3 7 9.20 +0.16 .26 14.43 9.34 PalmerSquCapBDC PSBD15.1 dd 9.51 –0.32 .36 94.50 54.95 PampaEnergia PAM ... 10 86.26 +4.35 ... 69.99 26.77 PanAmerSilver PAAS 1.6 14 44.03 +2.26 .18 82.29 26.83 ParPacific PARR ... 9 77.39 +1.14 ... 70.86 11.59 ParTechnology PAR ... dd 15.44 –0.91 ... 39.86 17.25 ParkAerospace PKE 1.5 55 34.24 +1.80 .125 15.17 9.84 ParkHotels PK 6.8 dd 14.74 –0.14 .25 1034.96 692.02 ParkerHannifin PH .8 36 987.54 +34.332.00 89.50 46.88 Parsons PSN ... 28 58.73 +2.68 ... 248.95 104.90 PaycomSoftware PAYC 1.0 17 145.35 –2.59.375 39.38 20.11 Paymentus PAY ... 50 28.87 –0.91 ... 15.02 5.95 Paysafe PSFE ... dd 7.95 –0.20 ...
41.14 14.25 PeabodyEnergy BTU 1.3 dd 22.80 +0.36.075 17.66 12.02 Pearson PSO 2.1 25 16.29 –0.63.2346 19.93 9.30 PebblebrookHotel PEB .2 dd 19.09 +0.08 .01 27.94 11.84 PediatrixMedical MD ... 13 26.26 +0.13 ... 26.18 14.80 PelagosInsCapital PLGO 2.3 7 25.58 +0.18 .15 51.58 35.45 PembinaPipeline PBA 4.0 27 51.37 +0.08.526 10.78 6.83 PennantParkFR PFLT17.4 11 6.86 –0.39.0833 7.53 3.19 PennantPark PNNT29.2 16 3.29 –0.06 .04 160.36 77.67 PennyMacFin PFSI 1.4 9 84.35 –0.94 .30 13.81 9.56 PennyMacMtg PMT 16.4 8 9.74 –0.16 .40 219.09 140.12 PenskeAuto PAG 2.6 16 217.35 +14.691.44 113.95 57.60 Pentair PNR 1.7 15 62.88 +0.43 .27 362.41 221.26 Penumbra PEN ... 73 318.73 +0.41 ... 2.64 1.24 Perfect PERF ... 35 1.93 +0.01 ... 116.42 80.82 PerformanceFood PFGC ... 53 111.49 –0.27 ... 38.17 15.43 PerimeterSolutions PRM ... dd 33.73 –0.69 ... 32.25 12.65 PermianBasin PBT 1.1 93 29.23 +0.83.0436 22.68 11.92 PermianRscs PR 3.0 25 21.35 +1.14 .16 2.04 1.58 PermianvilleRT PVL 12.2 11 1.70 –0.03.015 4.14 1.82 PermRock PRT 13.5 7 2.22 –0.12.0226 28.44 9.23 Perrigo PRGO11.5 dd 10.09 –0.63 .29 54.94 22.01 PershingSquare PS 1.4 ... 33.97 –0.28.122 22.24 11.43 PetroleoBrasil PBR ... 6 18.77 +0.80 ... 20.05 10.76 PetroleoBrasilA PBR.A ... 5 16.62 +0.62 ... 28.75 23.11 Pfizer PFE 7.0 19 24.54 –0.51 .43 199.78 142.11 PhilipMorris PM 3.0 28 193.00 +0.02 1.47 216.08 118.07 Phillips66 PSX 2.5 20 206.77 –0.09 1.27 47.08 23.52 PhoenixEducPtrs PXED 2.9 13 28.55 –1.61 .21 3.65 1.40 PhoenixNewMedia FENG ... 9 1.40 –0.07 ... 32.76 7.77 Phreesia PHR ... 69 10.22 –0.49 ... 9.99 6.32 PiedmontRealty PDM ... dd 9.79 –0.01 ... 107.14 81.08 PinnacleFinPtrs PNFP 1.9 14 102.60 +1.55 .50 111.16 85.32 PinnacleWest PNW 3.4 20 106.06 –1.67 .91 39.93 13.84 Pinterest PINS ... 46 22.13 –1.07 ... 95.07 68.70 PiperSandler PIPR 1.1 19 76.09 –0.23 .20 18.77 8.95 PitneyBowes PBI 2.2 17 17.88 –0.63 .10 114.26 37.03 PlanetFitness PLNT ... 19 53.48 +1.12 ... 51.76 5.87 PlanetLabs PL ... dd 20.47 –2.00 ... 10.01 9.94 PlutonianAcqnII PLUN ... cc 10.00 ... ... 75.25 47.14 Polaris PII 3.7 dd 73.04 –0.16 .68 54.62 39.73 PortlandGenElec POR 4.2 23 52.05 –0.38.5512 117.28 83.89 PostHoldings POST ... 15 90.91 +4.05 ... 25.22 13.59 PostalRealty PSTL 4.1 47 24.00 –0.05.245 103.80 51.64 PrecisionDrilling PDS ... dd 84.61 +0.95 ... 17.20 9.50 PresidioPdtn FTW .0 77 11.95 –0.23.3375 77.45 42.62 PrestigeCnsHlth PBH ... 13 49.66 –0.26 ... 317.69 230.09 Primerica PRI 1.5 13 314.59 +4.051.20 29.02 14.36 PrimoBrands PRMB 2.1 cc 22.70 –2.12 .12 205.50 65.00 PrimorisSvcs PRIM .4 19 86.51 +0.55 .08 82.32 38.03 ProcoreTech PCOR ... dd 42.83 –3.12 ... 167.25 137.62 Procter&Gamble PG 3.0 22 147.41 –2.571.0885 254.93 189.20 Progressive PGR .2 11 213.83 +5.88 .10 153.35 103.41 Prologis PLD 2.9 33 147.63 –2.16 1.07 18.50 4.51 ProPetro PUMP ... dd 11.80 –1.20 ... 77.20 61.07 ProsperityBcshs PB 3.3 13 73.15 –0.34 .60 83.15 38.48 ProtoLabs PRLB ... 74 78.24 +0.62 ... 24.56 17.61 ProvidentFinSvcs PFS 4.0 10 23.89 –0.18 .24 120.59 91.89 PrudentialFinl PRU 4.7 12 119.96 +0.891.40 34.03 24.61 Prudential PUK ... 10 29.34 +1.05 ... 91.26 76.05 PSEG PEG 3.4 18 79.81 +1.17 .67 331.79 256.54 PublicStorage PSA 3.7 33 322.48 +4.443.00 144.50 108.49 PulteGroup PHM .8 13 128.75 +2.67 .26 56.52 27.92 PursuitAttract PRSU ... 50 52.04 –1.11 ... 10.25 9.92 PyrophyteIIA PAII ... 63 10.23 ... ... 92.66 40.79 Q2 QTWO ... 49 54.61 –0.25 ... 27.61 13.32 QXO QXO ... dd 13.67 –0.73 ... 57.82 32.53 Qiagen QGEN ... 21 41.37 +0.22 ... 177.28 70.50 QnityElec Q .2 44 135.06 –1.29 .08 8.84 5.01 QuadGraphics QUAD 4.5 15 8.34 –0.30 .10 183.01 111.42 QuakerHoughton KWR 1.3 cc 151.43 +0.82.508 22.98 11.04 QuanexBldg NX 1.7 dd 18.60 +0.43 .08 788.75 363.01 QuantaServices PWR .1 86 625.84 –2.69 .11 10.00 9.93 QuantumLeapAcqn QLEP ... ... 9.97 ... ... 9.99 9.87 QuasarEdgeAcqn QRED ... ... 9.99 ... ... 0.30 0.18 QuasarEdgeRt QRED.RT ... ... .30 +0.01 ... 237.78 165.78 QuestDiag DGX 1.5 24 227.86 +17.18 .86
667.69 364.50 RBCBearings RBC ... 65 595.07 +19.85 ... 119.58 93.58 RBGlobal RBA 1.1 52 111.59 –0.06 .31 54.02 27.57 RELX RELX 2.6 21 34.41 +0.71.6347 11.81 5.46 RE/MAX RMAX ... cc 9.37 –1.73 ... 257.00 106.30 RH RH ... 34 174.51 –13.37 ... 69.30 47.26 RLI RLI 1.2 13 61.92 +0.352.00 12.51 6.54 RLJ Lodging RLJ 4.9 dd 12.34 +0.43 .15 2.84 1.76 RLXTech RLX 5.3 19 2.03 –0.02 .10 8.16 4.18 RPC RES 2.9 60 5.61 –0.30 .04 129.12 92.92 RPM RPM 2.0 21 107.00 +1.92 .54 214.89 150.61 RTX RTX 1.4 37 212.79 +19.28 .73 29.90 10.43 RXO RXO ... dd 25.63 –3.66 ... 41.05 31.50 RadianGroup RDN 2.6 10 38.68 –0.70.255 3.96 1.12 Rafael RFL ... dd 2.13 –0.02 ... 75.41 37.27 Ralliant RAL .3 dd 69.43 –0.74 .05 421.60 273.04 RalphLauren RL 1.1 25 373.58 –6.871.00 48.31 32.60 RangeResources RRC 1.0 11 38.97 +2.21 .10 18.82 11.88 RangerEnergySvcs RNGR 1.5 25 15.71 +0.10 .06 7.81 3.22 Ranpak PACK ... dd 6.47 –0.34 ... 177.66 138.82 RaymondJames RJF 1.3 15 169.30 +0.94 .54 11.85 3.35 RayonierAdvMatls RYAM ... dd 8.38 +0.15 ... 27.34 19.49 Rayonier RYN 4.8 52 21.58 –0.22 .26
4.58 1.47 ReadyCapital RC 2.7 dd 1.47 –0.08 .01 67.94 55.86 RealtyIncome O 5.0 54 65.60 –0.11 .271 282.95 119.27 Reddit RDDT ... 48 168.73 –12.45 ... 26.64 4.87 Redwire RDW ... dd 8.69 +0.24 ... 6.97 4.19 RedwoodTrust RWT14.6 dd 4.92 –0.20 .18 247.80 127.96 RegalRexnord RRX .7 49 212.74 +5.93 .35 46.00 30.46 RegionalMgmt RM 2.9 8 41.65 –0.01 .30 32.47 22.70 RegionsFinl RF 3.9 13 30.86 –0.79 .30 245.00 165.52 ReinsGrp RGA 1.6 13 238.92 –2.87 .93 419.83 260.31 Reliance RS 1.2 24 407.83 +11.90 1.25 329.60 231.17 RenaissanceRe RNR .5 6 329.10 +6.04 .41 44.50 33.04 Renasant RNST 2.2 18 43.47 –0.23 .24 34.67 22.77 RentokilInit RTO 1.9 31 28.37 –2.02.412 18.47 6.94 ReposiTrak TRAK 1.0 22 8.15 –0.66 .02 246.25 196.41 RepublicSvcs RSG 1.2 31 216.91 –5.40.625 45.29 24.15 ResideoTech REZI ... dd 34.54 –1.29 ... 293.81 180.27 ResMed RMD 1.2 19 195.27 –3.72 .60 236.19 38.70 ResoluteHldgsMgmt RHLD ... 19 131.68 –1.59 ... 81.96 61.33 RestaurantBrands QSR 3.6 29 72.47 –2.54 .65 31.68 17.35 Revolve RVLV ... 28 24.99 +0.11 ... 118.30 81.22 Revvity RVTY .3 52 110.47 +0.32 .07 53.36 24.88 RexAmerRscs REX ... 16 44.41 –2.91 ... 44.38 32.14 RexfordIndlRealty REXR 4.5 dd 39.00 +1.54.435 11.89 10.21 RiceAcqn3 KRSP ... ... 10.46 –0.08 ... 13.08 6.79 RidgepostCap RPC 1.8 41 8.42 –0.34 .04 50.14 23.59 RingCentral RNG 1.0 38 48.31 +6.99.075 112.58 58.40 RioTinto RIO 4.4 15 91.22 +1.072.52 5.49 3.70 Riskified RSKD ... dd 5.02 –0.21 ... 10.55 10.18 RithmAcqnA RAC ... 34 10.46 +0.02 ... 12.74 8.43 RithmCapital RITM11.0 8 9.12 –0.20 .25 17.94 9.80 RithmProperty RPT 12.4 dd 11.64 +0.75 .36 42.65 21.83 RobertHalf RHI 6.7 31 35.29 –6.51 .59 150.59 40.15 Roblox RBLX ... dd 47.55 –4.13 ... 24.36 12.17 RocketCos. RKT ... cc 13.05 –1.49 ... 497.36 305.44 Rockwell ROK 1.2 48 462.16 +0.31 1.38 41.14 31.38 RogersCommB RCI 4.3 4 32.73 –1.93.3549 169.00 61.17 Rogers ROG ... dd 130.69 –1.55 ... 66.14 36.59 Rollins ROL 1.9 35 38.56 –6.55.1825 218.57 127.38 RoyalBkCanada RY 2.0 19 209.09 –6.341.2385 366.50 232.10 RoyalCaribbean RCL 1.7 18 293.54 +6.581.50 99.75 42.25 Rubrik RBRK ... dd 73.24 –5.73 ... 34.53 14.65 RushStreetInt RSI ... 98 31.43 –1.07 ... 66.27 29.28 RyanSpecialty RYAN 1.2 57 41.75 –0.22 .13 284.25 157.67 RyderSystem R 1.5 22 267.68 –4.14 1.01 31.09 19.34 RyersonHolding RYZ 2.4 dd 30.79 +1.19.1875 133.75 83.82 RymanHospitality RHP 3.6 35 133.09 +6.421.20
299.48 144.97 SAP SAP 1.3 22 160.00 +0.962.9291 547.70 360.94 S&PGlobal SPGI .9 27 426.40 –24.44 .97 8.51 4.70 SeacorMarine SMHI ... dd 8.00 +0.09 ... 3.73 0.49 SESAI SES ... dd .50 –0.13 ... 12.94 6.73 SFL SFL 7.4 52 11.92 +0.81 .22 12.39 3.91 SITECenters SITC .0 1 4.38 –0.101.00 47.18 19.66 SKTelecom SKM 1.4 59 35.67 +5.05.3335 58.82 31.64 SLB SLB 2.3 25 52.42 +5.43.295 66.29 34.77 SLGreenRealty SLG 4.5 dd 54.61 +3.07.6175 35.88 17.45 SMEnergy SM 2.7 14 33.19 +1.87 .22 7.70 0.90 SOS SOS ... dd 1.00 ... ... 251.08 173.33 SPXTech SPXC ... 42 220.07 +8.34 ... 42.61 33.72 STAGIndl STAG 3.8 32 41.11 –0.57.3875 84.39 65.15 SabineRoyalty SBR 6.6 16 73.80 +0.79.4291 31.74 2.88 SableOffshoreA SOC ... dd 4.71 +0.36 ... 7.79 3.61 SafeBulkers SB 3.1 17 7.67 +0.85 .06 11.02 9.90 SafeguardAcqn SAC ... ... 10.08 ... ... 17.45 12.76 Safehold SAFE 4.3 10 16.56 –0.54 .177 274.00 146.32 Salesforce CRM 1.1 19 163.66 –7.11 .44 17.92 9.37 SallyBeauty SBH ... 8 14.64 –0.24 ... 47.47 23.38 Samsara IOT ... cc 33.11 –5.21 ... 6.61 2.42 SanJuanBasin SJT ... dd 2.52 –0.18 ... 18.45 9.89 SandRidgeEnergy SD 3.8 7 13.82 +0.19 .20 25.64 17.34 SaratogaInvt SAR 15.8 19 18.94 –0.67 .25 14.37 4.77 Sasol SSL ... 58 11.83 +0.46 ... 38.42 29.16 SaulCenters BFS 6.6 34 35.68 –0.97 .59 13.89 6.91 SaversValue SVV ... 69 9.11 –0.83 ... 39.27 20.11 SchneiderNatl SNDR 1.1 68 37.61 –0.58 .10 107.50 83.96 SchwabC SCHW 1.3 19 101.97 +0.41 .32 87.39 43.40 ScorpioTankers STNG 2.3 8 79.49 +3.00 .45 75.34 52.00 ScottsMiracleGro SMG 3.8 39 69.31 –1.67 .66 10.39 4.21 ScullyRoyalty SRL ... dd 5.04 –0.27 ... 199.30 77.05 Sea SE ... 38 100.00 –4.05 ... 40.06 15.11 SeabridgeGold SA ... dd 25.98 +1.34 ... 55.47 27.40 Seadrill SDRL ... dd 44.93 +1.83 ... 28.34 17.74 SeaportEnt SEG ... dd 26.04 –0.44 ... 14.05 6.04 Securitize SECZ ... 94 7.47 +0.29 ... 21.67 7.86 SelectWater WTTR 1.4 99 20.17 –0.16 .07 2.77 0.56 SelectQuote SLQT ... 53 .65 –0.07 ... 101.04 78.97 Sempra SRE 2.8 32 92.98 +0.73.6575 53.89 28.16 SensataTech ST 1.1 cc 45.71 +0.66 .12 129.35 82.60 SensientTech SXT 1.3 34 126.79 +17.74 .41 20.71 11.81 SentinelOne S ... dd 18.14 –1.43 ... 23.70 2.38 SequansComms SQNS ... ... 2.50 –0.41 ... 4.56 2.28 SeritageGrowth SRG ... dd 2.31 –0.33 ... 88.67 68.41 ServiceIntl SCI 1.7 22 82.33 +3.61 .36 210.20 81.24 ServiceNow NOW ... 62 98.78 –4.46 ... 90.64 67.20 ServisFirst SFBS 1.7 15 87.61 +0.67 .19 142.20 51.60 ShakeShack SHAK ... 58 57.10 –0.90 ... 156.87 83.12 SharkNinja SN ... 30 148.60 –5.93 ... 94.90 68.63 Shell SHEL 3.3 14 88.38 ....7812 379.65 289.86 SherwinWilliams SHW 1.0 30 317.51 –13.81 .80
107.16 34.56 Shift4Paymts FOUR ... 56 48.35 –1.96 ... 73.80 46.26 ShinhanFin SHG 2.1 9 71.49 +0.73.4913 23.00 10.92 ShoulderInnov SI ... dd 20.41 –1.18 ... 10.05 9.85 ShreyaAcqn SAGU ... ... 9.91 –0.01 ... 0.50 0.16 ShreyaAcqnRt SAGU.RT ... ... .20 +0.01 ... 29.50 5.25 Shutterstock SSTK25.8 dd 5.58 –1.83 .36 21.29 7.10 Sibanye-Stillwater SBSW 6.0 dd 8.36 +0.36.2614 110.20 71.61 SignetJewelers SIG 1.5 13 91.29 –0.36 .35 56.27 35.68 SilganHoldings SLGN 1.8 17 46.43 –0.75 .21 11.10 10.35 SilverBoxIVA SBXD ... 54 10.86 +0.06 ... 10.24 9.88 SilverBoxVA SBXE ... dd 10.17 +0.02 ... 10.75 2.22 Similarweb SMWB ... dd 6.29 –0.67 ... 231.53 159.70 SimonProperty SPG 3.9 42 229.78 +1.082.25 213.49 156.32 SimpsonMfg SSD .6 23 193.88 +4.68 .30 15.00 10.80 Sinda SIND ... ... 13.93 +0.30 ... 25.42 17.17 SiriusPoint SPNT ... 6 25.35 +0.45 ... 168.56 98.17 SiteOneLandscape SITE ... 30 99.87 –3.86 ... 32.86 12.51 SixFlags FUN ... dd 17.37 –0.16 ... 24.79 16.04 SixthStSpecLend TSLX10.0 15 16.72 –0.72 .42 38.77 13.81 SkeenaRscs SKE ... dd 27.11 +1.93 ... 18.45 3.43 Skillsoft SKIL ... dd 6.35 –0.09 ... 11.17 8.22 SkyHarbour SKYH ... 62 10.18 –0.24 ... 50.12 32.64 SmartFinancial SMBK .7 15 50.01 +1.86 .09 2.20 0.90 SmartRent SMRT ... dd .95 –0.02 ... 39.77 29.41 SmartStop SMA 4.5 cc 34.74 +0.45.1359 81.86 54.16 SmithAO AOS 2.4 16 60.78 +1.93 .36 38.79 28.56 Smith&Nephew SNN 2.5 21 30.57 –0.02.482 23.50 10.72 SmithDouglas SDHC ... 16 15.26 –0.18 ... 119.39 88.25 Smucker SJM 3.8 dd 118.32 +6.31 1.12 52.65 32.73 SmurfitWestrock SW 3.7 68 48.56 +4.26.4523 10.08 3.81 Snap SNAP ... dd 4.35 –0.18 ... 419.68 312.78 Snap-On SNA 2.4 21 404.12 –6.872.44 284.99 118.30 Snowflake SNOW ... dd 268.06 –0.84 ... 98.00 35.67 SOQUIMICH SQM 1.0 24 68.73 –1.081.018 86.19 24.57 SolarisEnergy SEI .9 65 54.03 –6.25 .12 88.20 62.38 Solventum SOLV ... 10 78.01 –3.30 ... 98.56 60.39 Somnigroup SGI 1.0 29 71.56 –1.17 .17 104.30 54.11 SonicAutomotive SAH 1.6 32 99.82 –0.55 .41 42.79 23.78 SonidaSrLiving SNDA ... dd 41.69 +0.85 ... 58.62 38.65 SonocoProducts SON 3.7 9 58.23 +1.66 .54 30.34 19.32 Sony SONY .5 dd 20.98 –0.14.0781 11.00 10.01 SoulpowerAcqn SOUL ... 45 10.39 +0.01 ... 0.29 0.11 SoulpowerAcqnRt SOUL.RT ... ... .13 –0.01 ... 38.94 25.02 SouthBow SOBO 5.2 20 38.50 +0.67 .50 100.84 83.80 Southern SO 3.1 25 97.25 +1.95 .76 221.67 85.51 SoCopper SCCO 1.9 27 179.29 +6.81 1.10 36.20 26.32 SouthsideBcshs SBSI 4.2 13 34.21 –0.63 .36 108.46 84.48 SouthStateBk SSB 2.5 11 106.00 +2.81 .60 55.11 28.98 SouthwestAir LUV 1.6 27 45.08 –3.00 .18 94.47 75.75 SouthwestGas SWX 2.8 15 93.07 +1.01.645 90.60 49.99 SpectrumBrands SPB 2.1 17 88.81 +0.12 .47 174.60 37.89 SphereEnt SPHR ... 71 136.26 –6.36 ... 25.93 6.60 SpireGlobal SPIR ... 7 10.99 –1.15 ... 95.31 71.24 Spire SR 4.0 15 83.28 +1.87.825 748.30 405.00 Spotify SPOT ... 38 482.66 +4.52 ... 9.40 4.72 Sprinklr CXM ... 51 5.69 –0.14 ... 169.63 61.94 Sprott SII 1.6 31 102.84 –1.30 .40 6.75 1.13 SprucePower SPRU ... dd 2.17 –0.23 ... 73.54 46.37 St.Joe JOE 1.0 32 62.12 +1.57 .16 46.00 29.53 StandardMotor SMP 3.4 19 38.67 +0.08 .33 13.98 7.97 StandardNuclear STDN ... ... 8.30 –2.10 ... 34.48 23.83 StandardAero SARO ... 33 28.70 +1.97 ... 363.89 158.63 StandexIntl SXI .4 37 303.65 +0.93 .34 95.16 61.90 StanleyB&D SWK 3.7 37 91.26 +1.09 .83 114.52 66.26 Stantec STN 1.0 22 67.46 –2.10.1788 13.53 11.37 StarGroup SGU 6.1 5 13.05 –0.04.1975 10.73 9.90 StarlinkAIAcqn OTAI ... ... 9.94 –0.04 ... 0.50 0.19 StarlinkAIAcqnRt OTAI.RT ... ... .23 +0.02 ... 20.84 16.27 StarwoodProp STWD11.6 17 16.52 –0.48 .48 192.51 104.64 StateStreet STT 2.0 16 185.40 +2.90 .92 12.22 5.25 Stellantis STLA ... dd 5.69 –0.10 ... 15.04 6.83 StellusCapInvt SCM 14.3 8 7.01 –0.60.0833 32.23 5.45 Stem STEM ... dd 5.49 –0.77 ... 68.00 41.82 Stepan SCL 2.7 dd 57.57 –1.06.395 269.44 195.14 Steris STE 1.2 27 214.07 –3.77 .63 28.00 12.89 Stevanato STVN .3 33 19.68 +0.51.0627 78.61 57.11 StewartInfo STC 3.1 15 67.42 –4.58.525 89.83 67.81 StifelFinancial SF 1.7 14 80.82 +3.66 .34 81.42 21.11 STMicroelec STM .6 cc 51.54 –10.52 .09 9.71 4.60 Stoneridge SRI ... dd 7.39 +0.43 ... 171.17 60.61 Stride LRN ... 13 86.88 –0.44 ... 404.14 281.00 Stryker SYK 1.1 38 330.25 +10.38 .88 27.89 5.74 StubHub STUB ... dd 8.25 –1.00 ... 6.63 1.58 StudioCity MSC ... dd 1.83 +0.19 ... 48.21 28.33 SturmRuger RGR 1.2 dd 38.23 +0.38 .11 20.80 16.53 SuburbanPropane SPH 7.0 9 18.56 +0.44.325 26.67 14.92 SumitomoMits SMFG 1.9 16 26.18 +1.23.2971 7.15 3.98 SummitHotelProp INN 4.6 dd 7.02 +0.36 .08 33.50 19.13 SummitMidstream SMC ... dd 30.50 +1.06 ... 137.85 115.53 SunComms SUI 3.7 11 121.83 +0.37 1.12 82.44 56.22 SunLifeFinancial SLF 2.8 21 82.25 +0.47.6986 86.68 61.03 SunbeltRentals SUNB 1.5 ... 75.67 +2.26 .75 9.74 5.52 SunCokeEnergy SXC 5.4 dd 8.92 +0.55 .12 70.29 37.77 SuncorEnergy SU 2.4 17 65.81 +3.38.4323 11.53 2.44 SunlandsTech STG ... 1 3.81 +0.24 ... 77.03 47.98 Sunoco SUN 5.3 19 75.21 +1.21.9899 17.15 12.51 SunshineSilverMR SSMR ... ... 14.39 +1.42 ... 12.07 8.48 SunstoneHotel SHO 3.1 98 11.74 +0.01 .09 15.86 8.46 SuperGroup SGHC 1.3 30 14.36 –0.37 .05 6.17 0.67 SurfAirMobility SRFM ... dd .79 +0.06 ...
11.54 7.56 Suzano SUZ 2.3 5 8.29 +0.08.1836 15.61 4.49 Sweetgreen SG ... 48 6.00 –1.08 ... 56.80 35.53 Sylvamo SLVM 4.7 15 38.27 –0.07 .45 88.77 63.08 SynchronyFinl SYF 1.9 7 72.90 –0.72 .34 91.85 68.19 Sysco SYY 2.6 23 83.11 +1.42 .55 9.30 1.35 System1 SST ... dd 1.83 +0.07 ...
13.37 8.88 TALEducation TAL ... 11 10.30 +0.06 ... 71.47 46.61 TC Energy TRP 3.7 31 70.59 +0.83.6335 296.47 139.23 TD Synnex SNX .8 17 242.92 +0.30 .48 252.56 190.27 TEConnectivity TEL 1.5 20 202.94 –0.37 .78 16.72 9.95 Telus TU 10.7 23 10.22 –0.18.3004 51.73 30.44 Ternium TX 4.7 16 47.30 +2.60 .90 167.69 80.63 TFIIntl TFII 1.2 42 150.43 –5.40 .47 10.00 9.81 TGE Value BEBE ... ... 9.97 –0.01 ... 14.94 6.36 TIC Solutions TIC ... dd 7.13 +0.28 ... 28.22 17.65 TIM TIMB 9.4 13 21.30 –0.84 .165 170.00 123.78 TJX TJX 1.2 30 154.22 –0.24 .48 226.94 152.29 TKO TKO 1.7 66 180.62 –4.51 .79 12.49 1.15 T1Energy TE ... dd 5.00 –0.84 ... 9.27 6.86 TPGMtgInvt MITT12.7 18 7.23 –0.41 .24 9.85 7.57 TPG RE Fin TRTX 11.1 13 8.62 –0.13 .24 59.53 55.64 TXNMEnergy TXNM 2.9 42 58.40 +0.99.4225 15.55 10.12 TXOPartners TXO 11.0 dd 13.14 +0.34 .36 479.00 223.70 TaiwanSemi TSM .7 29 403.41 +5.041.1136 18.90 12.99 TakedaPharm TAK 3.1 dd 17.24 +0.09.3083 17.05 7.67 TalosEnergy TALO ... dd 14.93 +0.01 ... 52.21 19.28 TamboranRscs TBN ... dd 34.19 +2.76 ... 42.05 29.24 Tanger SKT 3.0 39 41.93 +0.15.3125 161.97 92.62 Tapestry TPR 1.1 46 142.60 +1.14 .40 291.04 144.14 TargaResources TRGP 1.8 29 281.33 –1.58 1.25 144.40 83.44 Target TGT 3.4 18 136.78 –2.82 1.16 72.50 54.15 TaylorMorrison TMHC ... 11 72.45 +0.32 ... 19.99 12.34 Team TISI ... dd 16.99 +0.58 ... 77.92 34.27 TechnipFMC FTI .3 29 76.75 +4.68 .05 71.25 30.98 TeckResourcesB TECK .6 16 60.19 +5.14.0898 83.32 37.52 Tecnoglass TGLS 1.3 14 45.30 –1.18 .15 14.38 7.12 Teekay TK ... 11 11.20 +0.56 ... 83.99 41.77 TeekayTankers TNK 1.3 6 75.81 +5.741.00 21.31 15.31 TejonRanch TRC ... cc 17.62 –0.56 ... 9.89 4.40 TeladocHealth TDOC ... dd 8.77 –0.66 ... 16.34 6.43 TelecomArgentina TEO ... 26 13.67 +0.55 ... 693.38 483.02 TeledyneTech TDY ... 32 655.35 +19.83 ... 139.67 100.18 Teleflex TFX 1.0 dd 132.10 –2.51 .34 17.26 10.82 TelefonicaBras VIV ... 19 14.05 +0.10 ... 23.52 13.23 TelekomIndns TLK 6.9 14 14.42 –0.201.2214 49.12 33.01 Telephone&Data TDS .5 64 34.37 +0.05 .04 64.60 33.65 Tenaris TS .0 15 57.67 +0.51 .58 26.70 7.94 TencentMusic TME 2.6 11 8.86 –0.26 .24 247.21 146.60 TenetHealthcare THC ... 9 233.20 +38.29 ... 91.93 60.18 Tennant TNC 1.4 53 87.77 +1.66 .31 41.78 19.83 Teradata TDC ... 7 28.52 –2.00 ... 74.69 41.70 Terex TEX 1.0 34 69.83 +4.44 .17 78.94 53.00 TerrenoRealty TRNO 2.9 18 72.68 –2.38 .52 12.54 3.64 TetraTech TTI ... cc 8.31 –0.95 ... 37.35 14.99 TevaPharm TEVA ... 23 30.81 –1.22 ... 547.20 269.23 TexasPacLand TPL .6 57 419.44 +3.74 .60 101.57 75.80 Textron TXT .1 18 95.53 +4.05 .02 643.99 435.27 ThermoFisher TMO .3 31 568.26 +35.78 .47 43.84 35.60 ThirdCoastBcshs TCBX ... 11 42.75 +2.13 ... 122.83 69.71 ThorIndustries THO 2.7 15 76.66 +0.39 .52 4.12 1.57 3D Systems DDD ... 11 2.57 –0.12 ... 177.41 139.34 3M MMM 1.8 31 172.62 +12.78 .78 93.13 46.65 Tidewater TDW ... 13 78.54 +2.72 ... 5.90 1.14 Tilly's TLYS ... dd 3.77 –0.19 ... 146.37 70.57 Timken TKR 1.0 32 141.30 +3.52 .36 19.57 13.29 TitanAmerica TTAM .0 17 17.15 +0.20 .04 11.70 6.43 TItanIntl TWI ... dd 8.02 +0.36 ... 49.66 22.26 Toast TOST ... 44 29.04 –1.04 ... 168.36 117.50 TollBros TOL .7 11 149.87 –0.89 .26 45.06 33.43 TootsieRoll TR 1.0 28 37.52 –1.56 .09 105.19 67.64 Toro TTC 1.7 27 93.76 –0.66 .39 124.87 72.21 TorontoDomBk TD 2.6 19 119.78 –3.82.8042 2.82 0.94 Torrid CURV ... dd 2.48 +0.15 ... 94.17 57.48 TotalEnergies TTE ... 11 86.80 +5.41 ... 7.97 4.30 TownsquareMedia TSQ 12.7 dd 6.31 –0.30 .20 248.90 166.10 ToyotaMotor TM 3.0 9 177.42 –0.193.1333 100.55 20.91 Traeger COOK ... dd 61.26 –7.93 ... 505.87 348.06 TraneTech TT .9 37 480.99 +11.011.05 17.88 11.38 Transalta TAC 1.2 dd 13.72 +0.46.0504 59.65 31.48 TrancntlRlty TCI ... 38 41.18 –4.43 ... 1623.83 1123.61 TransDigm TDG .0 39 1236.71 +22.2890.00 7.66 2.72 Transocean RIG ... dd 5.35 +0.21 ... 36.35 19.74 TransportadGas TGS ... 14 30.48 +0.73 ... 99.39 63.37 TransUnion TRU .7 21 76.51 –3.34 .125 81.00 56.66 Travel+Leisure TNL 3.2 20 74.05 +0.78 .60 389.11 252.26 Travelers TRV 1.3 10 387.26 +18.28 1.25 10.53 6.25 Tredegar TG ... 9 7.68 +0.16 ... 68.78 29.77 Trex TREX ... 24 43.43 –1.70 ... 72.84 33.60 TriNet TNET 1.9 19 61.75 +2.19 .29 37.88 22.38 TrinityIndustries TRN 3.3 12 37.41 +0.94 .31 41.70 22.60 TripleFlagPrecMtl TFPM .7 19 29.03 +1.67.0575 7.30 4.39 TriplePtVent TPVG20.7 4 4.44 –0.29 .23 83.52 46.43 TriumphFinl TFIN ... 52 76.91 –3.70 ... 10.59 2.86 Tronox TROX 3.2 dd 6.24 +0.40 .05 8.90 3.18 TrueBlue TBI ... dd 7.70 –0.79 ... 56.20 40.78 TruistFinl TFC 4.0 12 51.76 –0.74 .52 13.28 4.19 TrulieveCannabis TRLV ... dd 8.36 –0.43 ... 45.85 18.80 TsakosEnergy TEN 5.1 6 39.40 +1.781.00
U
A
B
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
V
W
–52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
7.18 5.35 TurkcellIletism TKC 2.8 11 5.56 –0.16.0866 146.90 65.80 TurningPoint TPB .4 26 76.12 –6.72 .08 100.00 43.52 TutorPerini TPC .3 60 86.77 +8.15 .06 2.88 1.62 Tuya TUYA ... 16 1.65 –0.09 ... 31.20 4.27 TwentyOneCap XXI ... dd 4.52 –0.82 ... 238.48 91.84 Twilio TWLO ... cc 191.46 –15.32 ... 14.17 8.78 TwoHarbors TWO11.2 dd 12.10 +0.01 .34 621.34 270.71 TylerTech TYL ... 41 297.15 –22.36 ... 69.48 50.56 TysonFoods TSN 3.6 44 57.45 –0.32 .51
55.15 35.94 UBS Group UBS 1.4 19 51.74 –0.99 1.10 42.00 32.94 UDR UDR 4.4 27 39.59 –0.17.145 41.34 31.62 UGI UGI 4.0 13 37.33 +0.71.375 72.95 41.95 U-Haul UHAL ... cc 71.43 +0.13 ... 63.97 39.62 U-Haul N UHAL.B .3 cc 62.55 +0.26 .05 107.54 61.64 UL Solutions ULS .6 50 85.46 –2.30.145 17.20 13.93 UMH Prop UMH 5.8 cc 15.54 –0.15.225 56.18 44.61 Unitil UTL 3.4 18 55.58 +1.03.475 30.55 21.85 USACompression USAC 8.0 27 26.38 +0.29.525 35.43 16.60 UsanaHealth USNA ... 45 21.32 –0.50 ... 8.90 3.42 USATODAY TDAY ... cc 8.40 –0.10 ... 105.17 69.88 US Foods USFD ... 33 97.17 –0.10 ... 93.50 58.19 US PhysTherapy USPH 2.5 cc 74.58 +1.02 .46 7.14 1.72 UWM UWMC21.9 7 1.83 –0.19 .10 101.99 65.56 Uber UBER ... 16 65.94 –6.52 ... 1099.99 380.00 Ubiquiti UI .6 34 525.70 –20.25 .80 19.84 9.20 UiPath PATH ... 18 10.84 –1.31 ... 6.56 2.88 UltraparPart UGP 4.3 13 6.43 +0.18.1876 8.15 4.13 UnderArmour A UAA ... dd 7.03 –0.40 ... 7.91 3.95 UnderArmour C UA ... dd 6.86 –0.42 ... 6.76 2.96 Unifi UFI ... dd 6.29 –0.03 ... 295.60 147.66 Unifirst UNF .5 46 294.34 +2.90.365 74.97 54.75 Unilever UL 3.7 19 60.94 ....5449 315.99 210.84 UnionPacific UNP 1.8 25 307.32 +5.57 1.38 4.98 1.97 Unisys UIS ... dd 3.12 –0.52 ... 37.18 28.65 UtdCmtyBks UCB 2.8 12 35.25 –1.20 .25 28.96 6.56 UnitedMicro UMC 1.6 30 19.48 –1.77.4122 57.02 24.88 UnitedNatFoods UNFI ... dd 49.67 +0.57 ... 122.41 82.00 UPS B UPS 5.7 19 114.79 –2.931.64 56.95 28.77 UtdParks&Resorts PRKS ... 17 44.83 –0.28 ... 1177.67 701.59 UnitedRentals URI .7 27 1141.59 +96.38 1.97 19.71 2.80 US Antimony UAMY ... dd 5.17 –0.29 ... 64.84 43.46 US Bancorp USB 3.3 13 63.97 +0.83 .52 461.62 234.60 UnitedHealth UNH 2.2 27 420.74 –5.352.32 52.15 16.78 UnitySoftware U ... dd 28.62 –0.37 ... 59.38 49.19 Universal UVV 6.2 42 53.75 +0.61 .83 46.30 35.26 UniversalHealth UHT 6.8 34 43.83 –0.01 .75 246.33 140.08 UniversalHealthB UHS .5 6 155.75 +4.59 .20 43.96 21.96 UnivInsurance UVE 1.5 5 41.61 +2.70 .16 51.34 21.29 UnvlTechInst UTI ... 49 37.78 –2.53 ... 93.22 68.28 UnumGroup UNM 2.3 19 86.22 –2.83.505 24.11 18.46 UrbanEdgeProp UE 3.6 27 23.35 –0.35 .21 14.53 6.78 UtzBrands UTZ 1.8 dd 14.10 +6.89.063
22.27 11.11 VF VFC 2.1 27 17.03 +0.05 .09 34.01 25.82 VICI Prop VICI 6.7 9 26.73 –0.14 .45 3.84 2.60 VOC Energy VOC 17.0 8 3.38 +0.23 .28 6.34 2.84 VTEX VTEX ... cc 3.90 –0.30 ... 91.80 46.27 V2X VVX ... 30 83.57 +7.96 ... 6.72 3.36 VaalcoEnergy EGY 4.5 dd 5.55 +0.25.0625 165.50 118.51 VailResorts MTN 6.1 33 145.72 –2.142.22 114.12 43.53 Valaris VAL ... 6 79.53 +2.99 ... 17.94 9.36 Vale VALE ... 23 14.79 +0.60 ... 3.71 1.10 ValensSemicon VLN ... dd 1.63 –0.08 ... 320.24 130.78 ValeroEnergy VLO 1.6 22 302.50 –7.151.20 17.89 11.44 Valhi VHI 2.3 dd 13.62 –0.27 .08 585.71 352.60 ValmontInds VMI .6 19 486.16 –45.50 .77 41.33 28.50 Valvoline VVV ... 54 38.96 –1.01 ... 310.50 148.05 VeevaSystems VEEV ... 33 186.24 –9.14 ... 21.40 16.19 VelocityFinl VEL ... 6 17.41 –0.09 ... 100.84 65.15 Ventas VTR 2.1 cc 100.53 +4.43 .52 17.62 5.72 VentureGlobal VG .5 15 14.31 +0.51.018 131.24 32.00 Veradermics MANE ... ... 109.51 –1.81 ... 110.11 80.03 Veralto VLTO .6 24 92.02 –1.79 .13 51.68 38.39 Verizon VZ 6.1 11 46.38 +2.79.7075 14.82 7.00 VermilionEnergy VET 2.4 dd 11.26 +1.43.097 11.01 9.88 VernalCapAcqn VECA ... ... 10.00 +0.04 ... 0.35 0.18 VernalCapAcqnRt VECA.RT ... ... .31 +0.03 ... 50.89 26.34 Versigent VGNT ... ... 41.65 +1.64 ... 7.33 1.37 VerticalAerospace EVTL ... dd 1.38 –0.10 ... 379.94 118.70 Vertiv VRT .1 73 290.36 +0.80.0625 16.90 3.98 Vestis VSTS ... dd 15.58 –0.92 ... 56.31 12.95 ViaTransport VIA ... dd 17.69 –0.27 ... 90.00 18.04 Victoria'sSecret VSXY ... 34 83.55 +2.10 ... 10.49 9.86 VikingAcqnI VACI ... ... 10.13 –0.01 ... 9.90 9.80 VikingAcqnII VII ... ... 9.85 ... ... 105.76 55.55 Viking VIK ... 38 100.71 +3.67 ... 21.08 12.65 Vipshop VIPS 4.2 7 14.25 –0.25 .62 8.90 2.13 VirginGalactic SPCE ... dd 2.49 –0.07 ... 68.02 31.55 VirtuFinancial VIRT 1.6 8 59.74 +4.03 .24 215.06 121.61 VirtusInvtPtrs VRTS 5.8 10 165.66 +1.202.40 365.14 293.89 Visa V .8 31 355.74 –2.82 .67 69.47 11.77 Vishay VSH 1.0 cc 38.21 +0.40 .10 151.78 25.58 VishayPrecision VPG ... cc 104.44 +0.55 ... 81.44 31.63 VistaEnergy VIST ... 9 69.50 +5.48 ... 219.82 132.66 Vistra VST .6 27 163.38 +7.94.229 27.15 15.01 VitesseEnergy VTS 11.1 dd 15.80 –0.11.4375
NASDAQ ISSUES
48.20 27.25 Vontier VNT .3 11 30.78 +0.43.025 43.37 24.57 VornadoRealty VNO 1.9 11 39.72 –0.62 .74 103.85 64.50 VoyaFinancial VOYA 1.9 15 98.59 –1.14 .47 52.40 17.41 VoyagerTech VOYG ... dd 25.24 –0.66 ... 331.09 252.35 VulcanMatls VMC .7 33 279.70 –8.63 .52
5.08 1.50 W&T Offshore WTI 1.1 dd 3.66 +0.17 .01 119.91 102.95 WEC Energy WEC 3.3 23 115.77 +2.42.9525 186.86 125.29 WEX WEX ... 18 176.15 +11.85 ... 76.97 63.08 W.P.Carey WPC 4.9 33 76.69 +0.83 .94 29.71 14.81 WPP WPP 11.3 dd 18.75 –0.30.5079 14.32 6.63 WabashNational WNC 2.4 dd 13.34 –0.10 .08 302.96 184.26 Wabtec WAB .4 41 302.50 +40.42 .31 90.00 42.12 Walker&Dunlop WD 5.6 24 48.20 –1.88 .68 7.83 2.30 Wallbox WBX ... dd 3.95 –0.61 ... 31.00 14.96 WarbyParker WRBY ... cc 24.56 –1.85 ... 110.39 49.07 WarriorMetCoal HCC .4 31 80.07 +1.16 .08 191.91 146.89 WasteConnections WCN .8 41 169.61 –2.30 .35 248.13 194.11 WasteMgt WM 1.6 35 238.75 –0.56.945 36.89 18.64 WaterBridgeInfr WBI .6 cc 34.88 +0.17 .05 2.18 1.08 Waterdrop WDH ... 5 1.12 –0.06 ... 414.15 275.05 Waters WAT ... 48 374.68 +5.70 ... 493.66 323.05 Watsco WSO 3.6 30 362.01 –9.903.30 394.54 249.06 WattsWater WTS .7 31 344.45 –1.98 .63 119.98 55.60 Wayfair W ... dd 84.18 –5.13 ... 8.17 4.24 WeaveComms WEAV ... dd 6.17 –1.06 ... 77.69 52.69 WebsterFin WBS 2.1 12 76.07 +0.06 .40 83.74 59.99 WeisMarkets WMK 1.9 18 73.36 –4.69 .34 97.76 72.78 WellsFargo WFC 2.1 13 86.31 –1.20 .45 252.94 158.24 Welltower WELL 1.2 dd 252.07 +8.82 .74 377.90 197.96 WescoIntl WCC .6 24 332.48 +4.62 .50 10.00 9.86 WestEnclave WENC ... ... 9.93 ... ... 76.99 57.34 WestFraserTimber WFG 1.9 dd 66.19 –4.22 .32 386.00 223.83 WestPharmSvcs WST .3 42 328.20 –30.04 .22 97.23 65.82 WestAllianceBcp WAL 2.0 9 83.11 +0.81 .42 48.63 36.90 WesternMidstrm WES 7.8 16 47.47 +1.50 .93 10.35 6.91 WesternUnion WU 11.4 6 8.22 –0.66.235 23.88 17.75 WestlakeChemPtrs WLKP 8.6 13 22.05 +0.04.4714 124.23 56.33 Westlake WLK 2.9 dd 73.82 –3.81 .53 20.97 14.70 Westwood WHG 3.1 23 19.22 –0.58 .15 27.75 21.16 Weyerhaeuser WY 3.5 44 23.94 –0.55 .21 165.76 90.39 WheatonPrecMtls WPM .7 28 111.48 +7.30 .195 70.00 4.69 WheelsUp UP ... dd 6.06 –0.26 ... 100.49 35.45 Whirlpool WHR .0 12 37.27 –0.97 .90 2333.00 1648.00 WhiteMtnIns WTM .0 5 2208.05 –3.471.00 11.89 9.82 WhitePearlAcqn WPAC ... ... 10.01 ... ... 0.66 0.15 WhitePearlRt WPAC.RT ... ... .31 +0.02 ... 28.60 25.49 WhiteHawkMinerals WHK ... ... 26.02 +0.29 ... 53.24 28.38 Wiley A WLY 2.9 12 49.55 –1.42.3575 53.65 29.16 Wiley B WLYB 2.8 12 50.21 +0.63.3575 80.08 55.82 Williams WMB 2.8 33 74.00 +0.62.525 244.65 165.51 Williams-Sonoma WSM 1.3 25 226.74 –1.67 .76 50.16 26.80 Winnebago WGO 4.5 23 30.77 +0.07 .35 3.09 1.75 Wipro WIT 5.9 13 1.87 +0.01.0658 21.23 10.69 WisdomTree WT .6 48 19.45 –0.60 .03 80.82 8.05 Wolfspeed WOLF ... dd 23.09 –6.80 ... 32.80 13.47 WolverineWwide WWW 2.1 15 18.79 +0.42 .10 25.19 14.27 WoodsideEnergy WDS 4.8 16 22.56 +0.84 .59 84.71 48.83 WooriFinl WF 3.9 8 65.07 +2.621.5451 97.10 43.34 Workiva WK ... cc 52.42 –4.76 ... 41.20 22.21 WorldKinect WKC 2.4 dd 38.14 +1.64 .23 67.80 45.01 WorthingtonEnts WOR 1.4 18 56.00 +0.23 .20 49.17 27.22 WorthingtonSteel WS 1.8 cc 35.98 +0.65 .16 92.69 69.21 WyndhamHtls WH 2.3 27 73.53 –3.03 .43
X Y Z
10.23 9.70 XFLHCapital XFLH ... ... 10.00 +0.02 ... 0.18 0.08 XFLHCapitalRt XFLH.RT ... ... .12 +0.02 ... 17.80 3.30 XFinancial XYF 16.4 1 4.79 +0.15 .28 13.25 8.68 XPLR Infra XIFR ... 11 12.54 +0.52 ... 232.05 116.68 XPO XPO ... 73 213.01 –2.01 ... 21.66 11.75 XeniaHotels XHR 2.6 31 21.49 +0.49 .14 28.24 11.77 XPeng XPEV ... dd 12.33 –1.20 ... 8.75 5.07 Xperi XPER ... dd 7.57 +0.27 ... 11.09 3.83 XponentialFit XPOF ... dd 6.32 –0.34 ... 154.27 105.29 Xylem XYL 1.4 30 119.75 –3.03 .43 53.21 30.51 Yeti YETI ... 26 50.38 –0.67 ... 57.49 22.82 YPF YPF ... dd 51.40 +1.72 ... 9.29 5.01 Yalla YALA ... 7 5.18 –0.20 ... 10.70 2.15 YatsenHolding YSG ... dd 3.32 –0.25 ... 35.31 19.60 Yelp YELP ... 11 25.10 –1.12 ... 9.20 3.27 Yext YEXT ... 67 5.00 –0.34 ... 6.79 0.82 YirenDigital YRD ... dd 1.18 –0.07 ... 44.54 16.53 YorkSpace YSS ... ... 17.06 –0.87 ... 15.74 8.30 Youdao DAO ... cc 15.36 +0.81 ... 170.14 137.33 Yum!Brands YUM 2.0 24 148.92 +1.00 .75 58.39 40.15 YumChina YUMC 2.7 17 43.40 –0.47 .29 29.97 12.33 ZimIntShipping ZIM 8.0 31 24.90 +0.60 .88 3.90 1.92 ZKH ZKH ... dd 2.95 –0.04 ... 26.20 17.74 ZTOExpress ZTO 2.8 15 23.98 +0.06 .39 61.85 3.85 ZeppHealth ZEPP ... dd 4.90 –0.50 ... 25.95 14.37 ZetaGlobal ZETA ... dd 19.13 –2.55 ... 3.63 1.11 ZeviaPBC ZVIA ... dd 1.50 –0.20 ... 5.55 2.57 Zhihu ZH ... dd 3.14 –0.03 ... 108.29 79.12 ZimmerBiomet ZBH 1.1 24 91.35 +0.23 .24 5.61 1.65 ZipRecruiter ZIP ... dd 3.90 –0.06 ... 160.48 71.47 Zoetis ZTS 2.8 12 75.35 –1.21 .53 53.76 37.25 ZurnElkayWater ZWS .9 39 48.38 +0.65 .11
150.46 62.00 AAON AAON .4 72 102.67 –8.75 .10 28.35 19.69 AcadiaPharm ACAD ... 11 24.84 –0.76 ... 60.17 38.05 ACIWorldwide ACIW ... 28 56.31 –1.76 ... 4.00 2.03 AC Immune ACIU ... dd 2.23 +0.03 ... 127.19 23.03 ACM Research ACMR ... 64 84.32 +0.40 ... 10.89 9.90 ACPHoldingsAcqnA ACGC ... ... 9.97 +0.03 ... 20.46 7.21 ADMA Biologics ADMA ... 12 8.27 –0.44 ... 19.98 7.11 Adtran ADTN ... dd 9.85 –1.80 ... 12.19 9.31 AGNC Invt AGNC13.6 6 10.59 –0.63 .12 12.23 3.85 AGNT AGNT 4.9 dd 4.05 –0.54 .05 19.57 6.05 AIAI AIAI ... ... 6.24 –0.75 ... 188.01 20.00 AIFU AIFU ... dd 33.99 –0.53 ... 25.90 5.71 AIRO AIRO ... dd 6.80 +0.27 ... 15.00 0.45 ALPS ALPS ... dd .47 –0.03 ... 2.66 0.51 AlxOncology ALXO ... dd 2.03 –0.07 ... 17.00 1.03 AMASSBrands AMSS ... ... 1.06 –0.23 ... 11.13 5.41 AMCGlobalMedia AMCX ... 16 9.79 –0.70 ... 47.86 29.42 Amerisafe AMSF 5.4 12 30.41 –3.49 .41 99.50 62.61 ANIPharm ANIP ... 20 77.65 –1.55 ... 6.91 1.00 AN2 Therap ANTX ... dd 4.92 +0.24 ... 45.66 17.86 APA APA 2.8 8 36.15 +0.93 .25 9.97 9.85 ARCGroupAcqnIA ARCL ... ... 9.90 ... ... 0.30 0.15 ARCGroupAcqnIRt ARCLR ... ... .22 +0.03 ... 9.50 5.58 ARKRestaurants ARKR ... dd 5.94 +0.09 ... 18.63 5.76 ARS Pharm SPRY ... dd 5.94 –1.06 ... 1999.96 683.48 ASML ASML .4 55 1757.09 +9.512.1507 133.86 36.08 ASTSpace ASTS ... dd 56.20 –1.60 ... 30.45 13.86 ATN Intl ATNI 4.9 dd 23.45 +0.28 .29 143.16 1.85 AXT AXTI ... dd 47.23 +1.37 ... 17.94 3.35 AardvarkTherap AARD ... dd 6.32 +0.46 ... 8.44 2.75 AbCelleraBio ABCL ... dd 5.31 –1.16 ... 148.83 65.67 Abivax ABVX ... dd 125.70 –10.95 ... 9.99 9.84 AbonyAcqnI AACO ... ... 9.92 –0.06 ... 12.06 2.24 Absci ABSI ... dd 7.56 –0.74 ... 5.27 3.12 AcaciaResearch ACTG ... dd 4.66 +0.12 ... 62.45 41.29 AcademySports ASO 1.2 8 46.58 –1.81 .15 35.83 11.43 AcadiaHlthcr ACHC ... dd 34.51 +0.01 ... 2.10 0.23 Accuray ARAY ... dd .24 –0.02 ... 5.88 1.46 AclarisTherap ACRS ... dd 5.23 –0.45 ... 3.56 1.20 AcrivonTherap ACRV ... dd 1.60 –0.15 ... 10.09 9.78 ActivateEnergy AEAQ ... cc 10.01 ... ... 9.22 1.16 ActuateTherap ACTU ... dd 1.18 –0.26 ... 3.60 1.19 AcumenPharm ABOS ... dd 2.13 –0.12 ... 4.85 1.30 Adagene ADAG ... dd 3.20 –0.39 ... 9.59 6.16 Adamas ADAM12.5 7 8.65 –0.33 .27 23.15 9.96 AdaptiveBiotech ADPT ... dd 22.27 –0.65 ... 124.44 87.95 AddusHomeCare ADUS ... 21 114.55 +0.03 ... 34.34 11.61 Adeia ADEA .8 24 25.95 +0.57 .05 17.25 0.88 AdlaiNortye ANL ... dd 12.50 +0.97 ... 376.16 190.12 Adobe ADBE ... 13 225.11 –12.14 ... 397.44 128.40 AdvEnergyInds AEIS .1 64 303.99 +19.94 .10 5.10 2.06 AdvFlowerCap AFCG13.0 dd 2.57 –0.24 .05 584.73 149.22 AdvMicroDevices AMD ... cc 521.95 +26.19 ... 53.63 12.23 AdvtgSolutions ADV ... dd 36.44 –1.78 ... 15.96 8.91 AebiSchmidt AEBI .8 94 13.09 +0.33.025 3.80 1.30 Aemetis AMTX ... dd 1.69 +0.12 ... 9.91 9.85 AeonAcqnI AESP ... ... 9.90 +0.01 ... 0.30 0.16 AeonAcqnIRt AESPR ... ... .19 +0.01 ... 417.86 135.20 AeroVironment AVAV ... dd 149.51 +7.31 ... 31.30 8.83 AevaTech AEVA ... dd 14.85 –1.86 ... 100.00 42.10 AffirmA AFRM ... 64 70.23 –5.84 ... 16.50 13.00 Afya AFYA 4.7 9 13.90 ....6571 145.25 61.50 Agilysys AGYS ... 72 98.54 –8.14 ... 46.00 22.24 AgiosPharm AGIO ... dd 36.36 –3.25 ... 17.82 8.75 AgomAbTherap AGMB ... ... 12.51 +0.47 ... 5.50 3.14 Agora API ... 37 3.85 –0.06 ... 11.45 10.87 Agric&NatSolnsA ANSC ... 53 11.45 +0.01 ... 130.37 6.75 AimeiHlthTech AFJK ... 71 11.76 –0.24 ... 0.49 0.07 AimeiHlthTechRt AFJKR ... ... .10 +0.01 ... 150.88 110.81 Airbnb ABNB ... 35 141.10 –4.88 ... 12.00 1.51 AirSculptTech AIRS ... dd 4.61 +0.16 ... 7.20 1.94 AirshipAI AISP ... 22 2.01 +0.01 ... 165.45 69.78 AkamaiTech AKAM ... 39 115.37 –4.82 ... 34.19 14.72 AktisOncology AKTS ... ... 23.89 –1.00 ... 59.53 41.49 Alarm.com ALRM ... 21 51.78 –1.42 ... 10.74 10.30 AldelFinII A ALDF ... 47 10.74 +0.04 ... 3.40 1.09 Alector ALEC ... dd 1.48 –0.02 ... 6.72 3.02 AlgomaSteel ASTL ... dd 4.32 +0.49 ... 45.01 31.32 Alico ALCO .5 dd 38.62 –2.31 .05 208.31 122.00 AlignTech ALGN ... 28 167.02 –9.74 ... 25.12 11.63 AlignmentHlthcr ALHC ... cc 19.43 –1.17 ... 28.53 13.98 AlkamiTech ALKT ... dd 16.79 –1.12 ... 55.67 25.17 Alkermes ALKS ... 59 52.89 +0.17 ... 123.63 42.56 AllegiantTravel ALGT ... dd 98.08 –2.82 ... 71.77 22.41 AllegroMicro ALGM ... dd 46.03 –0.45 ... 29.45 22.20 AllianceResource ARLP 9.7 13 24.71 +0.29 .60 78.81 63.28 AlliantEnergy LNT 2.9 24 74.94 +0.12 .535 104.65 36.85 Allient ALNT .2 61 86.78 –0.89 .04 4.46 0.98 AllogeneTherap ALLO ... dd 1.74 –0.05 ... 11.92 6.12 Allot ALLT ... 64 7.65 –0.40 ... 495.55 262.21 AlnylamPharm ALNY ... 65 271.77 +4.30 ... 10.00 9.81 AlpexAcqn ALPX ... ... 9.86 ... ... 0.23 0.15 AlpexAcqnRt ALPXR ... ... .18 –0.01 ... 54.34 17.01 Alpha&Omega AOSL ... dd 30.85 –0.42 ... 6.68 1.91 AlphaTeknova TKNO ... dd 4.97 –0.45 ...
Tesla. Chip stocks fell, too, even after good earnings. The Nasdaq Com- posite Index ended Friday at 24,976—down 2% on the week.
Monday Tuesday Wednesday Thursday Friday
(Previous Friday Close)
-12.17 +329.13 -146.30 -553.21 -161.87
24,930 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4
408.61 187.82 AlphabetA GOOGL .3 16 319.74 –27.03 .22 404.47 188.70 AlphabetC GOOG .3 16 319.09 –27.03 .22 23.29 6.82 Alphatec ATEC ... dd 8.26 –0.28 ... 6.44 2.56 Altimmune ALT ... dd 2.77 –0.10 ... 14.36 4.30 AltisourcePortf ASPS ... dd 5.80 –0.55 ... 31.35 3.75 Alumis ALMS ... dd 28.00 –0.66 ... 9.94 2.94 Alvotech ALVO ... dd 3.06 –0.40 ... 49.70 25.13 AmalgamFin AMAL 1.4 13 49.44 +1.77 .17 278.56 196.00 Amazon.com AMZN ... 28 232.11 –15.12 ... 96.69 48.30 Ambarella AMBA ... dd 68.06 +6.22 ... 7.77 1.23 AmberIntl AMBR ... dd 1.46 +0.05 ... 90.29 49.74 Amdocs DOX 4.4 10 52.10 –0.53 .569 18.79 10.09 AmerAirlines AAL ... dd 14.48 –0.51 ... 140.58 105.70 AEP AEP 2.8 20 135.54 +3.40 .95 14.97 6.26 AmOutdoorBrands AOUT ... dd 12.95 –0.94 ... 61.59 27.74 AmerPubEduc APEI ... 25 47.71 –3.00 ... 70.49 24.87 AmerSupercond AMSC ... 10 30.52 –2.51 ... 56.05 1.38 AmerCarMart CRMT ... dd 3.04 –0.73 ... 4.34 2.64 AmeriServFin ASRV 2.8 9 4.34 +0.44 .03 391.29 269.77 Amgen AMGN 2.7 26 376.04 +9.75 2.52 96.68 20.87 AmkorTech AMKR .5 37 64.96 +2.02.0835 18.39 7.67 AmnealPharm AMRX ... 48 17.92 +0.07 ... 10.00 9.88 AmperCapAcqn APMC ... ... 9.90 –0.01 ... 0.70 0.12 AmperCapAcqnRt APMCR ... ... .12 –0.04 ... 31.26 16.65 AmphastarPharm AMPH ... 11 18.72 –1.02 ... 25.71 4.30 AmtechSystems ASYS ... 95 15.89 –0.78 ... 19.15 7.48 AmylyxPharm AMLX ... dd 18.41 +0.66 ... 445.91 218.37 AnalogDevices ADI 1.2 55 371.86 –3.50 1.10 72.36 11.40 AnaptysBio ANAB ... dd 54.15 –3.85 ... 13.99 2.26 AnavexLifeSci AVXL ... dd 2.40 +0.01 ... 54.95 8.30 AnbioBiotechnology NNNN ... 60 9.90 +0.41 ... 82.11 31.84 Andersons ANDE 1.0 21 77.71 –1.53 .20 10.90 10.41 AndrettiAcqnIIA POLE ... 40 10.80 +0.01 ... 19.42 4.53 Angi ANGI ... 13 5.53 –0.59 ... 15.20 8.36 AngioDynamics ANGO ... dd 13.59 +0.08 ... 16.49 7.87 AnikaTherap ANIK ... dd 14.95 –0.30 ... 7.18 2.03 Annexon ANNX ... dd 5.22 –0.58 ... 13.82 3.42 AntalphaPlatfm ANTA ... 4 3.64 –0.40 ... 11.06 2.99 AnterisTech AVR ... dd 8.13 –0.32 ... 10.19 9.87 ApexTreasuryA APXT ... 99 10.13 +0.05 ... 10.01 9.93 ApogeeAcqnA AACP ... ... 9.99 +0.01 ... 0.23 0.16 ApogeeAcqnRt AACPR ... ... .18 ... ... 50.88 30.75 ApogeeEnt APOG 2.7 13 40.74 –0.29 .27 134.40 34.34 ApogeeTherap APGE ... dd 134.28 +0.28 ... 42.12 3.66 ApollomicsA APLM ... dd 18.21 –0.31 ... 326.04 142.56 AppFolio APPF ... 38 165.05 –14.68 ... 46.06 18.63 Appian APPN ... cc 23.75 –2.36 ... 334.99 201.50 Apple AAPL .3 40 333.02 –0.72 .27 50.73 9.79 AppliedDigital APLD ... dd 27.19 +1.40 ... 739.67 154.47 ApplMaterials AMAT .4 50 536.25 +6.59 .53 233.67 18.50 AppliedOptoelec AAOI ... dd 100.15 –2.26 ... 745.61 355.00 AppLovin APP ... 35 391.98 –32.56 ... 5.08 1.59 ApyxMedical APYX ... dd 3.92 –0.36 ... 7.55 2.93 AquestiveTherap AQST ... dd 3.68 –0.44 ... 5.38 3.20 ArbutusBiopharma ABUS ... 5 4.38 –0.18 ... 176.69 59.43 ArcBest ARCB .3 63 154.30 –5.51 .12 105.09 82.45 ArchCapital ACGL ... 8 103.36 +2.01 ... 11.40 10.19 ArchimedesII ATII ... 37 10.69 –0.03 ... 10.09 9.83 ArchimedeIII ARCI ... ... 10.08 –0.01 ... 24.17 5.50 ArcturusTherap ARCT ... dd 5.53 –0.52 ... 31.77 13.70 ArcutisBiotherap ARQT ... dd 27.35 –1.14 ... 8.40 4.08 Ardelyx ARDX ... dd 5.03 –0.17 ... 23.16 17.40 AresCapital ARCC10.2 12 18.78 –0.39 .48 953.58 577.04 argenx ARGX ... 35 918.22 +57.67 ... 12.98 5.57 Arhaus ARHS .0 17 7.91 +0.22 .35 452.70 100.02 Arm ARM ... cc 260.01 –7.18 ... 10.91 10.03 ArmadaAcqnII XRPN ... cc 10.47 +0.03 ... 10.00 9.74 ArmadaAcqnIII AACI ... ... 9.98 +0.01 ... 7.89 1.54 Arq ARQ ... dd 2.03 –0.04 ... 12.23 5.25 ArrayTech ARRY ... dd 5.32 –0.79 ... 12.86 0.28 ArriveAI ARAI ... dd .29 –0.07 ...
25,650
35.83 16.10 ArriVentBio AVBP ... dd 31.73 –1.46 ... 42.70 25.84 ArrowFinancial AROW 3.0 13 39.45 –2.11 .30 95.49 15.01 ArrowheadPharm ARWR ... dd 85.60 +11.30 ... 9.99 9.79 ArtTechAcqn ARTC ... ... 9.97 ... ... 50.26 8.42 Arteris AIP ... dd 30.26 –0.78 ... 34.90 30.50 ArtesianRscs A ARTNA 3.7 15 34.45 +0.47.3199 10.59 10.10 ArtiusIIAcqn AACB ... 53 10.51 –0.03 ... 0.42 0.15 ArtiusIIAcqnRt AACBR ... ... .16 –0.02 ... 14.53 2.22 ArtivaBiotherap ARTV ... dd 10.03 +0.27 ... 14.51 6.06 Arvinas ARVN ... dd 8.03 +0.02 ... 282.15 160.86 AscendisPharma ASND ... 29 253.86 –7.14 ... 17.92 11.62 AscentIndustries ACNT ... cc 15.13 –0.16 ... 48.45 16.36 AscentagePharma AAPG ... dd 18.29 –0.45 ... 39.71 16.90 AssemblyBiosci ASMB ... dd 25.55 –1.26 ... 65.69 37.88 AstecIndustries ASTE .9 51 56.40 +1.31 .13 499.48 97.89 AsteraLabs ALAB ... cc 291.58 –12.04 ... 88.72 21.76 Astronics ATRO ... 60 69.85 +2.59 ... 28.86 6.96 AstroNova ALOT ... dd 28.71 +0.09 ... 7.22 3.06 AtaiBeckley ATAI ... dd 7.18 –0.04 ... 19.15 3.92 AtaraBiotherap ATRA ... dd 7.90 –0.49 ... 6.45 2.78 AteaPharm AVIR ... dd 4.73 –0.14 ... 53.25 37.76 AtlantaBravesC BATRK ... dd 50.28 –1.38 ... 58.37 41.50 AtlantaBravesA BATRA ... dd 55.04 –1.62 ... 3.71 1.53 AtlanticAmerican AAME ... 7 1.57 –0.01 ... 112.61 46.93 Atlanticus ATLC ... 15 99.48 –1.20 ... 206.00 56.01 Atlassian TEAM ... dd 86.88 –6.41 ... 43.17 30.78 AtourLifestyle ATAT 2.6 17 31.95 –0.28 .54 43.18 25.36 AtriCure ATRC ... cc 35.04 +0.09 ... 16.77 11.40 AtriumTherap RNA ... ... 11.49 –0.66 ... 28.88 21.01 AuburnNatlBncp AUBN 4.1 12 26.62 +0.02 .27 10.80 6.95 AudioCodes AUDC 4.2 39 9.58 –0.17 .20 9.54 4.73 AuraBiosciences AURA ... dd 7.05 +0.06 ... 110.32 22.24 AuraMinerals AUGO 4.1 52 54.81 +4.59 .78 19.25 8.80 AuriniaPharm AUPH ... 7 15.35 –0.61 ... 8.57 3.60 AuroraInnov AUR ... dd 5.95 –0.11 ... 329.09 185.50 Autodesk ADSK ... 31 209.75 –8.60 ... 2.70 1.18 AutolusTherap AUTL ... dd 1.45 +0.01 ... 315.98 188.16 ADP ADP 2.7 23 250.09 –5.17 1.70 33.32 24.15 AvalynPharma AVLN ... ... 27.95 –0.35 ... 10.32 3.73 AveannaHealth AVAH ... 8 9.45 –0.24 ... 19.95 8.84 AvePoint AVPT ... 60 12.24 –0.98 ... 10.24 9.56 AverinCapAcqn ACAA ... ... 10.00 ... ... 27.02 13.92 AviatNetworks AVNW ... 29 20.25 –0.54 ... 34.17 21.25 AvidbankHoldings AVBH ... dd 31.86 –0.37 ... 847.70 85.96 AvisBudget CAR ... dd 159.48 –1.09 ... 95.26 44.25 Avnet AVT 1.6 35 89.42 +3.77 .35 2.95 1.02 Aware AWRE ... dd 1.09 –0.02 ... 193.78 65.64 AxcelisTechs ACLS ... 42 134.10 –2.32 ... 0.48 0.11 AxiomIntellRt AXINR ... ... .35 +0.03 ... 10.45 9.93 AxiomIntellA AXIN ... 40 10.29 +0.01 ... 885.92 339.01 AxonEnterprise AXON ... cc 502.34 –7.94 ... 260.19 96.09 AxsomeTherap AXSM ... dd 241.00 +11.00 ... 22.00 8.27 AyaGold&Silver AYA ... 33 19.70 +0.95 ... 41.73 15.93 Azenta AZTA ... dd 27.37 +1.08 ...
11.71 7.31 BCBBancorp BCBP 3.2 dd 10.14 –0.15 .08 13.50 6.70 BCPInvt BCIC 15.4 dd 7.02 –0.29 .09 12.89 8.27 BGC BGC .7 32 11.65 +0.35 .02 70.40 28.46 BJ's Rest BJRI ... 34 66.86 –0.63 ... 143.59 97.40 BOKFin BOKF 1.8 13 142.28 +1.04 .63 15.14 4.01 BOXABL BXBL ... 37 4.91 –3.39 ... 11.24 3.64 BRC RILY ... 0 6.88 +0.05 ... 81.89 48.67 BRP DOO 1.0 23 60.34 –0.98.1762 10.26 9.96 BTCDevelopment BDCI ... ... 10.08 ... ... 16.00 2.09 BTQTechnologies BTQ ... dd 3.33 +0.03 ... 18.25 3.26 Backblaze BLZE ... dd 11.61 –1.61 ... 165.30 84.64 Baidu BIDU ... dd 105.34 –1.90 ... 70.41 41.96 BakerHughes BKR 1.6 18 57.25 +1.30 .23 183.90 139.17 Balchem BCPC .6 33 162.81 –0.54 .96 41.63 15.88 BaldwinInsurance BWIN ... dd 26.47 –0.78 ... 6.57 1.70 BallardPower BLDP ... dd 2.90 +0.20 ...
25,890
25,410
25,170
BARRONS.COM/DATA NASDAQ ISSUES
C
D
E
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
138.77 101.48 BancFirst BANF 1.7 16 116.58 +0.44 .49 79.08 12.50 Bandwidth BAND ... dd 59.80 –12.01 ... 53.66 42.37 BankOZK OZK 3.7 8 50.33 –1.68 .48 30.34 21.77 BankofMarinBncp BMRC 3.5 dd 28.77 –0.15 .25 53.00 38.29 Bank7 BSVN 2.2 11 49.44 –1.52 .27 62.41 36.23 BankwellFinl BWFG 1.3 12 62.21 +2.11 .20 72.65 57.05 Banner BANR 3.0 12 70.29 –0.79 .52 4.88 2.07 Baozun BZUN ... dd 2.48 –0.03 ... 49.65 25.33 BarrettBus BBSI .8 26 39.74 –0.34 .08 22.26 13.17 BassettFurniture BSET 4.1 31 19.49 –2.11 .20 34.98 26.31 BayCom BCML 3.8 26 31.70 –2.27 .30 38.26 15.60 BeamTherap BEAM ... dd 25.10 –2.43 ... 293.51 91.40 BelFuse A BELFA .1 57 233.15 +4.42 .06 335.29 102.98 BelFuse B BELFB .1 67 272.80 +2.24 .07 43.98 30.11 BendingSpoons BSP ... ... 34.06 +1.66 ... 59.25 28.08 BentleySystems BSY .9 36 31.40 –0.94 .07 385.22 253.95 BeOneMed ONC ... 73 325.90 +13.88 ... 10.66 10.11 BertoAcqn TACO ... 39 10.48 –0.02 ... 10.05 9.90 BertoAcqnII GUAC ... ... 9.94 ... ... 32.71 8.80 BetaBionics BBNX ... dd 15.85 –1.44 ... 94.06 12.57 BetterHome&Fin BETR ... dd 21.81 –1.61 ... 7.69 0.50 BeyondMeat BYND ... dd .56 –0.03 ... 6.50 1.75 BginBlockchain BGIN ... dd 2.00 +0.09 ... 30.99 9.57 BicaraTherap BCAX ... dd 27.02 –0.74 ... 9.16 3.87 BicycleTherap BCYC ... dd 3.87 –0.34 ... 36.40 15.79 Bilibili BILI ... 39 17.16 –0.88 ... 138.70 61.96 BillionToOne BLLN ... cc 126.08 –4.23 ... 3.44 1.36 BinahCapital BCG ... 12 1.36 –0.12 ... 4.45 2.05 BingEx FLX ... 14 2.13 –0.01 ... 72.16 43.20 Bio-Techne TECH .4 cc 71.60 –0.52 .08 25.96 4.11 BioAgeLabs BIOA ... dd 21.77 –1.04 ... 3.84 0.30 BioceresCrop BIOX ... dd .34 –0.01 ... 11.22 6.00 BioCryst BCRX ... dd 9.34 +0.05 ... 24.92 5.26 Biodesix BDSX ... dd 22.00 +1.81 ... 219.72 124.56 Biogen BIIB ... 22 202.19 –3.80 ... 12.80 1.82 BioHarvestSci BHST ... dd 1.92 –0.78 ... 66.28 49.26 BioMarinPharm BMRN ... 43 59.33 –0.26 ... 2.99 0.87 BiomeaFusion BMEA ... dd 1.25 –0.03 ... 124.00 79.52 BioNTech BNTX ... dd 89.33 –2.15 ... 4.75 1.27 Biote BTMD ... 5 2.28 –0.15 ... 12.53 5.81 Bioventus BVS ... 29 11.80 –0.26 ... 10.02 9.80 BitcoinInfrAcqn BIXI ... ... 10.01 +0.01 ... 4.94 1.60 BlackDiamond BDTX ... dd 1.76 –0.03 ... 13.10 10.93 BlackHawkAcqn BKHA ... cc 12.10 –0.01 ... 2.06 0.86 BlackHawkAcqnRt BKHAR ... ... 1.64 ... ... 30.40 6.11 BlackRockCoffee BRCB ... ... 7.88 +0.06 ... 74.88 25.58 Blackbaud BLKB ... 11 32.71 +0.31 ... 59.57 24.70 BlackLine BL ... 68 28.74 –1.55 ... 7.68 3.08 BlkRkTCPCap TCPC21.5 dd 3.16 –0.15 .17 6.76 0.90 Blaize BZAI ... dd .90 –0.16 ... 11.26 9.91 BleichroederII BBCQ ... ... 10.25 –0.07 ... 10.42 5.19 Bloomin'Brands BLMN .0 32 7.94 –0.60 .15 11.10 9.95 BlueAcqnA BACC ... 79 10.46 –0.02 ... 0.92 0.13 BlueAcqnRt BACCR ... ... .52 –0.05 ... 83.39 42.95 BlueBird BLBD ... 19 76.20 –2.14 ... 21.58 0.19 BlueGold BGL ... 3 .21 ... ... 10.41 9.93 BlueWaterIII A BLUW ... 47 10.34 +0.02 ... 10.68 9.87 BluerockAcqnA BLRK ... ... 10.10 +0.07 ... 10.95 10.34 BoldEagleAcqnA BEAG ... 35 10.67 –0.01 ... 0.48 0.18 BoldEagleAcqnRt BEAGR ... ... .30 +0.03 ... 231.80 150.14 Booking BKNG .9 23 177.46 –4.22 .42 42.00 10.25 BoostRun BRUN ... cc 21.74 –2.68 ... 2.79 0.96 BoundlessBio BOLD ... dd 2.57 +0.09 ... 45.83 25.07 BowmanConsult BWMN ... 43 25.96 +0.65 ... 4.43 1.42 BraggGaming BRAG ... dd 1.63 –0.07 ... 33.00 4.19 Braiin BRAI ... ... 6.18 +0.69 ... 17.35 5.68 Brainsway BWAY ... 71 15.97 +0.24 ... 37.33 15.26 Braze BRZE ... dd 21.76 –4.74 ... 0.30 0.18 BreezeAcqnCorpRt. BREZR ... ... .27 ... ... 9.97 9.90 BreezeAcqnII BREZ ... ... 9.96 +0.01 ... 14.87 7.00 BridgeBioOncology BBOT ... dd 8.82 +0.26 ... 93.42 42.09 BridgeBioPharma BBIO ... dd 84.02 +2.64 ... 3.44 1.47 BridgerAerospace BAER ... dd 1.85 –0.09 ... 8.62 6.33 BridgfordFoods BRID ... dd 6.43 –0.06 ... 66.80 42.07 BrighthouseFin BHF ... dd 63.22 –2.39 ... 73.40 19.01 BrightSpring BTSG ... 68 72.91 +2.22 ... 3.10 1.00 BrilliantEarthA BRLT87.7 dd 1.14 –0.03 .25 495.00 281.61 Broadcom AVGO .7 64 381.92 +11.10 .65 64.54 28.53 Bruker BRKR .3 dd 60.45 +2.22 .05 8.64 2.54 Bumble BMBL ... dd 2.81 –0.11 ... 41.72 5.31 BurningRockBio BNR ... dd 8.95 –1.02 ... 31.57 22.56 BusFirstBcshs BFST 1.9 11 31.16 +0.27 .15
F
6.96 2.90 Cadiz CDZI ... dd 3.16 –0.24 ... 7.75 1.32 CAMP4Therapeutics CAMP ... dd 3.16 –0.55 ... 86.18 61.45 C&F Fin CFFI 2.5 9 78.00 –1.97 .48 38.86 30.00 CB FinSvcs CBFV 3.1 29 35.90 –0.46 .28 10.50 4.08 CCCIntelligent CCC ... cc 5.82 –0.23 ... 183.66 97.12 CDW CDW 1.9 16 133.82 +0.58 .63 51.60 17.02 CEVA CEVA ... dd 36.35 –1.62 ... 5.17 1.69 C4 Therap CCCC ... dd 3.40 –0.29 ... 77.00 23.65 CG Oncology CGON ... dd 69.32 –2.53 ... 210.33 96.89 CH Robinson CHRW 1.4 38 186.51 –22.00 .63 135.75 1.12 CIDHoldCo DAIC ... dd 1.31 +0.06 ... 1.88 0.80 CLPS CLPS ... dd .87 +0.04 ... 329.16 218.31 CME Group CME 2.0 22 255.31 +10.26 1.30 35.24 21.63 CNB Fin PA CCNE 2.2 11 34.67 +0.40 .19 15.40 3.92 CompassPath CMPS ... dd 11.26 –1.09 ... 11.02 10.08 CO2EnTransition NOEM ... 68 11.02 +0.44 ... 0.36 0.11 CO2EnTransitionRt NOEMR ... ... .20 +0.03 ... 21.57 10.81 CPICard PMTS ... 19 19.52 +0.71 ...
227.29 132.17 CRAIntl CRAI 1.3 24 169.77 –1.69 .57 78.48 44.12 CrisprTherap CRSP ... dd 46.54 –1.24 ... 10.17 9.85 CSLMDigital III KOYN ... cc 10.16 ... ... 15.00 7.45 CSP CSPI 1.5 dd 7.95 –0.21 .03 53.41 31.80 CSX CSX 1.1 31 53.23 +2.48 .14 23.37 17.95 CVBFin CVBF 3.5 16 22.56 –0.26 .20 4.23 1.26 CabalettaBio CABA ... dd 2.69 –0.14 ... 416.69 262.75 CadenceDesign CDNS ... 76 326.24 –3.87 ... 34.24 22.76 CAE CAE ... 36 25.18 +0.49 ... 30.88 17.86 CaesarsEnt CZR ... dd 29.94 +0.08 ... 2.62 0.56 Caesarstone CSTE ... dd 2.09 –0.20 ... 117.45 71.92 Cal-MaineFoods CALM 5.3 14 90.32 ... .36 0.35 0.11 CalRedwoodAcqnRt CRAQR ... ... .23 ... ... 10.25 9.85 CalisaAcqn ALIS ... cc 10.15 –0.01 ... 0.87 0.11 CalisaAcqnRt ALISR ... ... .50 –0.11 ... 45.20 12.94 Calumet CLMT ... dd 41.69 –1.14 ... 10.10 9.80 CambridgeAcqn CAQ ... ... 9.91 –0.02 ... 56.23 35.00 CamdenNational CAC 3.1 12 54.63 +0.43 .42 34.17 19.56 Campbell's CPB 7.1 11 21.84 –0.24 .39 215.99 75.75 Camtek CAMT ... cc 147.79 +1.64 ... 34.59 9.41 CanadianSolar CSIQ ... dd 13.35 –1.60 ... 11.36 4.35 CandelTherap CADL ... dd 9.56 –0.62 ... 2.38 0.84 CanopyGrowth CGC ... dd .89 –0.05 ... 18.65 14.39 CanterburyPark CPHC 1.8 dd 15.55 –0.34 .07 12.10 8.22 CantorEqPtrsI CEPO ... dd 10.66 +0.03 ... 10.67 10.09 CantorEqPtrsIVA CEPF ... 58 10.50 +0.06 ... 10.17 10.07 CantorEqPtrsVII CAES ... ... 10.08 ... ... 10.45 10.05 CantorEqPtrsVI CEPS ... cc 10.34 –0.03 ... 10.50 10.06 CantorEqPtrsV CEPV ... 97 10.44 –0.01 ... 37.00 26.40 CapitalBancorp CBNK 1.3 11 36.13 +0.29 .12 52.22 38.00 CapitalCityBank CCBG 2.1 14 51.60 +1.24 .27 24.48 16.77 CapCleanEn CCEC 2.6 12 23.35 +1.16 .15 24.43 19.37 CapitalSouthwest CSWC 9.9 12 23.45 –0.85 .06 8.84 5.71 CapitolFedFin CFFN 3.9 14 8.65 +0.03.085 40.37 4.30 CapricorTherap CAPR ... dd 19.70 +0.26 ... 14.20 0.95 CapstoneEnergyPlus CEPL ... dd 9.54 –0.58 ... 96.40 21.98 CardinalInfr CDNL ... 46 63.30 –7.93 ... 32.80 3.62 Cardlytics CDLX ... dd 3.62 –0.56 ... 4.01 2.04 Carecloud CCLD ... 22 2.22 –0.10 ... 40.47 11.26 CareDx CDNA ... dd 37.14 –2.59 ... 39.42 26.39 CarGurus CARG ... 22 33.37 –1.63 ... 3.54 1.38 CaribouBio CRBU ... dd 1.57 –0.08 ... 42.50 14.19 CarisLifeSci CAI ... dd 15.52 –0.97 ... 17.19 8.50 Carlsmed CARL ... dd 10.80 –0.86 ... 69.85 39.60 Carlyle CG 3.1 31 45.40 –0.67 .35 14.32 9.98 CarlyleSecured CGBD13.9 14 10.04 –0.41 .35 35.14 16.78 CarterBkshrs CARE 1.2 6 34.01 +0.66 .10 14.56 5.60 CartesianTherap RNAC ... dd 7.88 –0.38 ... 111.48 74.05 CasellaWaste CWST ... cc 89.39 –6.31 ... 927.85 490.00 CaseysGenStores CASY .3 45 861.63 +2.51 .65 54.87 36.07 CassInfoSys CASS 2.4 20 54.25 +0.93 .32 44.28 14.59 CastleBiosci CSTL ... dd 24.69 +0.52 ... 63.91 43.66 CathayGenBncp CATY 2.4 12 62.92 +0.21 .38 713.01 397.38 CavcoIndustries CVCO ... 24 569.77 +3.55 ... 0.43 0.14 CaysonAcqnRt CAPNR ... ... .20 –0.02 ... 101.24 33.04 CecoEnvl CECO ... cc 75.63 –4.30 ... 19.98 11.02 CellebriteDI CLBT ... 50 14.22 –1.23 ... 5.48 2.00 Cellectis CLLS ... dd 2.84 +0.21 ... 32.31 9.80 CentralBanco CBC 1.5 18 32.04 +0.36 .12 45.78 28.77 CentralGarden CENT ... 16 43.75 +0.14 ... 39.99 25.97 CentralGardenA CENTA ... 14 38.45 +0.16 ... 70.43 20.21 CenturyAluminum CENX ... 14 46.21 +4.71 ... 3.29 1.82 Ceragon CRNT ... dd 2.13 –0.04 ... 386.34 160.81 CerebrasSystems CBRS ... cc 199.12 +26.26 ... 13.74 5.85 Cerence CRNC ... dd 8.45 –0.19 ... 24.33 10.85 CeriBell CBLL ... dd 16.91 –1.81 ... 13.88 4.45 Certara CERT ... dd 7.51 +0.58 ... 3.47 1.15 Cerus CERS ... dd 2.93 –0.20 ... 25.70 8.98 Chagee CHA .0 16 11.20 –0.10 .92 36.77 1.81 ChainceDigital CD ... dd 2.94 –0.16 ... 0.20 0.13 ChampionsGateRt CHPGR ... ... .15 +0.01 ... 11.30 10.29 CharltonAriaA CHAR ... 41 10.90 +0.06 ... 0.29 0.03 CharltonAriaRt CHARR ... ... .10 –0.01 ... 398.74 111.55 CharterComms CHTR ... 3 123.31 –8.06 ... 224.20 112.23 CheckPoint CHKP ... 13 130.57 –6.53 ... 87.90 43.07 CheesecakeFct CAKE 1.4 25 84.72 –1.05 .30 102.87 53.20 ChefsWarehouse CHEF ... 52 94.86 –2.22 ... 81.88 48.61 ChemungFinl CHMG 1.7 12 80.98 +5.03 .34 10.56 9.91 ChengheAcqnIII CHEC ... cc 10.19 –0.01 ... 11.44 8.92 ChicagoAtlantic LIEN 14.5 6 9.40 –0.33 .34 14.57 10.02 ChicagoAtlRealEst REFI 18.5 7 10.17 –0.45 .47 9.56 2.37 Children'sPlace PLCE ... dd 2.41 –0.55 ... 36.48 15.88 ChimeFinl CHYM ... dd 20.69 –1.64 ... 78.35 15.06 ChipMOSTechs IMOS 1.3 73 55.17 –13.64.7826 151.95 84.25 ChordEnergy CHRD 3.8 dd 138.36 +10.26 1.30 11.32 10.45 ChurchillCapIX CCIX ... 54 10.88 +0.02 ... 19.69 10.07 ChurchillCapXI CCXI ... cc 13.68 –0.79 ... 10.86 10.05 ChurchillCapC.XII CXII ... ... 10.85 +0.11 ... 118.46 80.24 ChurchillDowns CHDN .5 16 86.50 +2.55.438 106.58 47.76 Cimpress CMPR ... 55 97.78 –5.07 ... 194.81 143.87 CincinnatiFinl CINF 2.1 10 182.81 +2.02 .94 226.75 161.16 Cintas CTAS .9 42 205.91 +1.46 .45 30.14 4.55 CipherDigital CIFR ... dd 23.15 +5.59 ... 5.25 0.41 Circle8 CIRC ... dd .79 +0.02 ... 180.42 92.02 CirrusLogic CRUS ... 17 133.61 –4.37 ... 130.37 65.75 CiscoSystems CSCO 1.5 37 114.17 +2.23 .42 67.36 28.44 CitiTrends CTRN ... 45 62.92 –1.29 ... 24.43 14.40 CtznCmntyBcp CZWI 1.8 15 23.56 +0.31 .105 140.27 113.21 CityHolding CHCO 2.5 15 139.62 +3.86 .87 4.03 2.53 Clarus CLAR 3.1 dd 3.26 –0.17.025 3.11 1.66 CleanEnerFuels CLNE ... dd 2.03 –0.35 ... 52.73 23.76 Clearfield CLFD ... dd 30.99 +0.35 ...
14.42 1.36 ClimbBio CLYM ... dd 12.84 +0.14 ... 36.26 15.25 ClimbGlbl CLMB .7 22 25.46 –0.48.0425 8.90 6.12 ClinuvelPharm CLVLY .4 17 6.95 +0.03.0326 5.59 1.58 CloverHealth CLOV ... dd 4.32 –0.30 ... 120.05 66.50 CoastalFinl CCB ... 23 72.19 –6.79 ... 219.65 110.40 Coca-ColaCon COKE .5 27 184.70 +3.96 .25 110.90 84.66 CocaColaEuropac CCEP 2.3 22 105.11 –0.07.9596 3.87 0.96 Codexis CDXS ... dd 1.48 –0.76 ... 43.73 10.38 CogentBio COGT ... dd 39.76 +0.68 ... 49.93 10.93 CogentComm CCOI .7 dd 11.87 +0.90 .02 72.88 33.45 Cognex CGNX .5 73 62.05 –2.02.085 87.03 37.08 CognizantTech CTSH 2.9 10 45.45 +0.68 .33 12.31 6.29 CognyteSoftware CGNT ... dd 8.31 –0.45 ... 10.50 10.07 CohenCircleIIA CCII ... 58 10.34 –0.04 ... 2.62 0.81 CoherusOncology CHRS ... dd 1.41 +0.01 ... 74.60 17.80 Cohu COHU ... dd 50.70 –0.49 ... 405.31 139.18 CoinbaseGlbl COIN ... 60 158.29 +1.17 ... 9.31 1.40 Coincheck CNCK ... ... 2.72 –0.16 ... 13.70 3.51 CoinShares CSHR ... 22 4.16 –0.04 ... 10.50 10.04 CollectiveAcqnA CCAQ ... 52 10.48 +0.02 ... 9.95 9.90 CollectiveAcqnII CAII ... ... 9.93 +0.01 ... 50.79 29.19 CollegiumPharm COLL ... 17 35.20 –0.88 ... 171.51 88.38 ColliersIntl CIGI .3 60 97.49 –4.43 .15 33.67 22.77 ColumbiaBanking COLB 4.8 12 31.15 –2.09 .37 11.74 6.21 ColumbiaFinl CLBK ... 44 10.88 +0.23 ... 69.06 47.47 ColumbiaSportswr COLM 1.9 20 62.32 –1.18 .30 11.15 10.14 ColumbusAcqn COLA ... 89 10.69 +0.01 ... 0.64 0.12 ColumbusAcqnRt COLAR ... ... .45 –0.03 ... 10.22 9.76 ColumbusCircleII CMII ... ... 10.02 –0.04 ... 24.40 11.99 ColumbusMcKinn CMCO 1.7 dd 16.12 +1.76 .07 33.74 21.28 ComcastA CMCSA 5.9 7 22.30 –1.50 .33 60.76 46.99 CommerceBcshrs CBSH 1.9 14 59.09 –0.05 .275 5.55 2.41 Commerce.com CMRC ... dd 2.71 –0.33 ... 5.88 1.29 CommVehicle CVGI ... dd 4.62 +0.09 ... 78.03 50.25 CmntyTrBcp CTBI 2.8 13 76.15 +1.22 .53 200.68 71.75 CommvaultSys CVLT ... 90 142.31 –5.50 ... 10.18 4.81 comScore SCOR ... 2 7.27 –0.22 ... 6.21 1.59 ComtechTel CMTL ... dd 1.73 +0.12 ... 61.84 19.12 Concentrix CNXC 6.5 dd 22.25 –2.18 .36 2.98 1.15 Conduent CNDT ... dd 1.48 –0.14 ... 3.82 1.23 ConnectBio CNTB ... dd 2.14 –0.24 ... 34.14 22.07 ConnectOneBncp CNOB 2.4 11 32.36 –1.07 .195 41.40 19.42 ConsensusCloud CCSI ... 8 36.37 –1.07 ... 39.12 28.17 ConsldWater CWCO 1.9 27 29.32 +0.15 .14 412.70 228.63 ConstellationEner CEG .6 24 274.35 +21.96.4265 151.00 93.22 ConstructionPtrs ROAD ... 45 103.29 –1.18 ... 10.49 6.67 ConsumerPtf CPSS ... 11 9.45 +0.36 ... 16.91 5.07 ContineumTherap CTNM ... dd 14.06 –0.17 ... 89.83 58.89 Cooper COO ... 59 70.31 –1.40 ... 50.11 26.81 Copart CPRT ... 17 27.94 +0.33 ... 30.46 12.60 CoreScientific CORZ ... dd 22.75 +1.81 ... 153.20 63.80 CoreWeave CRWV ... dd 71.88 –1.33 ... 14.96 6.13 CorMedix CRMD ... 4 7.87 –0.55 ... 13.10 4.48 CorsairGaming CRSR ... cc 9.85 +0.10 ... 93.71 44.83 Corvel CRVL ... 28 59.86 –1.84 ... 26.95 3.96 CorvusPharm CRVS ... dd 13.07 –1.83 ... 97.43 26.68 CoStar CSGP ... cc 27.66 –2.12 ... 1096.50 844.06 Costco COST .6 47 935.03 –5.84 1.47 70.89 24.85 CrackerBarrel CBRL 1.9 47 53.71 +0.10 .25 10.21 9.88 CraneHarborII CRAN ... cc 10.13 –0.03 ... 0.28 0.17 CraneHarborIIRt CRANR ... ... .25 +0.02 ... 668.86 401.90 CreditAcceptance CACC ... 14 574.08 –65.92 ... 308.67 86.49 CredoTech CRDO ... 86 213.15 +10.47 ... 16.04 10.64 CrescentCapBDC CCAP14.8 27 10.84 –0.21 .03 14.21 7.70 Cresud CRESY ... 5 11.19 +0.45 ... 6.93 3.74 Cricut CRCT 4.5 13 4.46 –0.17 .10 84.00 25.83 CrineticsPharm CRNX ... dd 83.73 –0.13 ... 26.53 15.58 Criteo CRTO ... 10 20.44 –2.04 ... 32.15 3.19 CriticalMetals CRML ... dd 5.81 –0.59 ... 140.42 73.21 Crocs CROX ... dd 134.72 –2.41 ... 3.43 1.93 Cronos CRON ... ... 2.81 +0.02 ... 217.50 85.68 CrowdStrike CRWD ... dd 183.28 –19.80 ... 0.25 0.12 CrownReserveIRt CRACR ... ... .12 –0.03 ... 10.15 9.89 CrownReserveI CRAC ... cc 10.15 +0.01 ... 19.43 5.68 CullinanTherap CGEM ... dd 17.10 –0.59 ... 8.09 1.85 CumberlandPharm CPIX .0 dd 6.61 –0.23 1.50 4.72 1.29 Currenc CURR ... dd 3.24 –0.17 ... 11.30 4.37 CVRx CVRX ... dd 4.74 –0.17 ... 14.91 0.26 Cyabra CYAB ... dd .26 –0.07 ... 9.12 3.76 Cybin HELP ... dd 7.62 +0.37 ... 15.88 0.26 Cycurion CYCU ... dd .32 ... ... 6.18 3.20 CytekBiosci CTKB ... dd 4.46 –0.16 ... 88.31 32.89 Cytokinetics CYTK ... dd 80.74 +0.56 ... 8.21 1.72 CytomXTherap CTMX ... dd 3.24 –0.38 ...
11.17 9.88 D.BoralARCI A BCAR ... 66 10.35 –0.01 ... 10.07 9.83 D.BoralAcqnI DBCA ... ... 9.97 –0.01 ... 9.20 4.69 DMCGlobal BOOM ... dd 5.93 –0.33 ... 3.33 2.15 D-MarketElec HEPS ... dd 2.82 –0.06 ... 16.35 4.52 DSC DSC ... dd 5.72 +0.91 ... 12.90 10.38 DTCloudStar DTSQ ... 73 11.35 –0.04 ... 0.28 0.09 DTCloudStarRt DTSQR ... ... .13 +0.01 ... 183.91 84.04 DXPEnts DXPE ... 32 168.94 +0.96 ... 10.47 9.90 DaedalusSpec DSAC ... ... 10.16 +0.01 ... 28.27 15.59 Daktronics DAKT ... 21 19.48 +0.36 ... 278.71 98.01 Datadog DDOG ... cc 246.86 –11.83 ... 33.81 9.40 Dave&Buster's PLAY ... dd 9.87 –0.32 ... 458.25 152.21 Dave DAVE ... 26 402.81 –37.61 ... 7.85 1.26 DawsonGeophys DWSN ... 33 4.98 +0.50 ... 19.00 7.66 DeepFission FISN ... ... 10.26 –0.39 ... 4.70 0.62 DefinitiveHlthcr DH ... dd .68 –0.08 ...
49.20 7.96 DefiniumTherap DFTX ... dd 43.17 –1.12 ... 27.30 12.58 DenaliTherap DNLI ... dd 23.11 –0.18 ... 16.85 9.40 DentsplySirona XRAY .0 dd 12.93 –1.12 .16 109.00 62.56 DescartesSystems DSGX ... 34 68.18 –5.98 ... 17.25 3.76 DesignTherap DSGN ... dd 11.78 –0.79 ... 1.58 0.44 DestinationXL DXLG ... dd .63 –0.01 ... 4.48 2.79 Deswell DSWL 5.7 5 3.48 –0.10 .30 89.98 54.11 DexCom DXCM ... 31 71.54 –5.11 ... 214.51 134.30 DiamondbkEner FANG 2.1 cc 204.68 +9.14 1.10 13.05 7.45 Diamondrock DRH 2.8 28 12.85 +0.30 .09 76.41 30.69 DigiIntl DGII ... 59 66.95 +3.03 ... 17.47 4.07 Digimarc DMRC ... dd 5.95 –0.04 ... 10.60 10.10 DigitalAssetA DAAQ ... 45 10.41 +0.02 ... 125.99 42.28 Diodes DIOD ... 47 87.11 +0.09 ... 99.50 40.00 DiscMedicine IRON ... dd 74.12 –2.03 ... 34.83 19.02 DistributionSoln DSGR ... cc 34.51 +0.01 ... 9.66 3.18 DiversifiedHlthcr DHC .4 dd 9.34 +0.18 .01 16.78 9.81 dLocal DLO 1.4 22 14.49 +0.01.1967 33.42 14.39 Docebo DCBO ... 17 19.37 –1.01 ... 86.65 40.16 DocuSign DOCU ... 33 50.44 –2.30 ... 142.40 84.71 DollarTree DLTR ... 19 120.45 –5.49 ... 486.68 282.00 Domino's DPZ 2.4 19 332.97 +10.79 1.99 18.49 1.84 Domo DOMO ... dd 3.68 +0.20 ... 21.06 16.11 DonegalGroupA DGICA 4.1 10 18.76 +0.05.1925 29.99 13.84 DonegalGroupB DGICB 3.4 12 20.86 –1.29 .175 285.50 143.30 DoorDash DASH ... 82 172.91 –11.23 ... 28.95 20.85 DorchesterMnls DMLP 9.1 20 27.79 +0.54 .475 166.89 98.45 DormanProducts DORM ... 22 134.20 –7.77 ... 12.35 8.10 DoubleDown DDI ... 5 11.42 +0.09 ... 9.34 4.28 DouYuIntl DOYU ... 12 4.51 –0.12 ... 48.78 20.46 DraftKings DKNG ... cc 23.01 –1.93 ... 19.74 9.80 DrivenBrands DRVN ... 14 13.61 –1.61 ... 32.40 21.70 Dropbox DBX ... 16 29.19 –1.43 ... 0.24 0.04 DrugsMadeInAmRt DMAAR ... ... .16 +0.05 ... 10.72 10.22 DrugsMadeInAm DMAA ... 54 10.70 +0.03 ... 10.11 9.86 DrugsMadeAmII DMII ... 75 10.10 +0.02 ... 0.17 0.06 DrugsMadeAmIIRt DMIIR ... ... .09 ... ... 5.09 2.02 DuluthHoldings DLTH ... dd 4.20 –0.07 ... 468.00 87.89 Duolingo DUOL ... 14 122.24 –11.61 ... 12.78 10.24 Dynamix DYNC ... dd 10.79 +0.02 ... 10.04 9.87 DynamixIII DNMX ... cc 10.01 ... ... 25.00 8.88 DyneTherap DYN ... dd 24.44 +0.70 ...
2.70 0.88 ECARX ECX ... dd 1.00 –0.10 ... 6.18 1.21 EDAPTMS FOCL ... dd 6.03 +0.60 ... 10.80 9.31 EGHAcqn EGHA ... 48 10.33 –0.04 ... 0.48 0.17 EGHAcqnRt EGHAR ... ... .40 ... ... 24.66 15.50 EagleBncpMT EBMT 2.5 12 23.37 +0.14 .145 136.24 92.67 EastWestBncp EWBC 2.4 13 131.00 –3.52 .80 23.54 14.88 EasternBankshares EBC 2.6 13 22.92 –0.08 .15 29.91 17.61 Eastern EML 1.8 39 24.22 –1.31 .11 5.90 1.61 EbangIntl EBON ... dd 2.02 –0.01 ... 119.31 77.12 eBay EBAY 1.1 25 109.39 –2.67 .31 147.25 26.04 EchoStar ECHO ... dd 87.88 –4.12 ... 48.40 12.30 EdgewiseTherap EWTX ... dd 40.84 +1.08 ... 4.54 1.66 EditasMedicine EDIT ... dd 2.60 –0.38 ... 1.84 1.00 EducDev EDUC ... 6 1.45 –0.02 ... 20.45 4.89 EHang EH ... dd 4.90 –0.22 ... 5.89 1.20 eHealth EHTH ... dd 1.34 –0.15 ... 2.88 1.57 8x8 EGHT ... cc 1.74 –0.14 ... 17.40 7.90 EikonTherap EIKN ... ... 8.90 –0.87 ... 34.00 4.63 Einride ENRD ... 18 5.15 +0.16 ... 17.40 8.99 ElPolloLoco LOCO ... 16 15.93 –0.66 ... 1016.06 432.85 ElbitSystems ESLT .5 66 820.21 +78.66 1.00 209.34 146.97 ElectronicArts EA .4 60 209.06 +0.16 .19 15.55 2.77 Embecta EMBC 1.2 2 3.29 +0.04 .01 0.19 0.10 EmmisAcqnRt EMISR ... ... .15 ... ... 15.80 3.19 EmperyDigital EMPD ... dd 3.35 –0.08 ... 47.28 33.94 Enact ACT 2.1 10 46.76 +0.24 .24 17.15 6.45 EnantaPharma ENTA ... dd 12.78 –0.96 ... 94.60 35.67 EncoreCapital ECPG ... 7 90.16 –1.18 ... 18.32 7.83 EnergyRecovery ERII ... 22 8.42 –0.20 ... 108.65 22.95 EnlightRenewableEn ENLT ... cc 87.00 –3.81 ... 54.88 14.79 EnlivenTherap ELVN ... dd 52.95 –0.25 ... 15.40 3.91 Enovix ENVX ... dd 3.95 –0.77 ... 73.74 25.78 EnphaseEnergy ENPH ... 36 36.70 –4.87 ... 218.00 136.93 EnsignGroup ENSG .2 28 172.99 +1.71.065 186.94 67.97 Entegris ENTG .3 74 129.15 –9.59 .10 68.73 51.18 EnterpriseFinSvcs EFSC 2.1 13 65.99 –1.40 .35 16.45 4.93 EntradaTherap TRDA ... dd 5.85 –1.04 ... 93.98 62.11 ePlus PLUS 1.2 18 89.02 –0.25 .27 6.65 4.20 EpsilonEnergy EPSN 4.3 dd 5.83 +0.31.0625 1128.68 720.62 Equinix EQIX 1.9 75 1084.24 +64.24 5.16 35.50 15.71 EquipmentShare EQPT ... dd 19.38 +2.77 ... 24.28 1.33 Erasca ERAS ... dd 19.11 –0.06 ... 380.67 204.63 ErieIndemnity ERIE 2.6 21 223.55 –3.761.4625 21.32 11.41 Escalade ESCA 3.3 17 18.63 –0.61.1525 32.50 9.45 EthosTech LIFE ... dd 18.50 –0.15 ... 44.91 13.78 EtonPharm ETON ... dd 42.59 +0.27 ... 65.95 24.74 eToro ETOR ... 15 36.78 +0.80 ... 107.02 62.50 EuronetWorldwide EEFT ... 11 79.31 –2.03 ... 14.41 7.66 EverCommerce EVCM ... 63 11.56 –0.48 ... 88.62 68.05 Evergy EVRG 3.2 23 87.18 +1.59 .695 28.73 13.88 EverQuote EVER ... 9 25.04 –1.12 ... 51.50 5.76 EverspinTech MRAM ... cc 15.09 +0.54 ... 5.18 1.41 EVgo EVGO ... dd 1.42 –0.26 ... 10.20 3.86 Evolus EOLS ... dd 5.98 +0.25 ... 10.09 9.86 EvolutionGlbA EVOX ... dd 10.05 –0.01 ... 24.09 4.88 EvolutionMtls EMAT ... dd 5.07 +0.08 ... 4.42 1.94 Evotec EVO ... dd 1.94 –0.02 ... 12.23 2.59 Exagen XGN ... dd 4.68 +0.29 ...
57.57 33.76 Exelixis EXEL ... 18 55.37 –0.55 ... 50.65 42.58 Exelon EXC 3.5 17 47.53 +1.27 .42 47.11 24.85 ExlService EXLS ... 18 27.67 –0.49 ... 126.62 84.99 ExpandEnergy EXE 2.5 7 91.52 +3.39 .575 303.80 174.05 Expedia EXPE .7 23 259.94 –8.83 .48 2.32 0.69 Expensify EXFY ... dd 1.72 –0.11 ... 81.95 51.91 Exponent EXPO 2.0 29 61.44 –1.44 .31 33.73 13.48 ExtremeNetworks EXTR ... cc 29.49 –0.85 ... 19.11 9.40 EyePoint EYPT ... dd 12.19 –1.11 ... 37.13 13.08 Ezcorp EZPW ... 16 29.54 –2.55 ...
10.75 10.26 FACTIIAcqn FACT ... 56 10.65 +0.02 ... 435.00 223.76 F5 FFIV ... 32 392.21 –16.89 ... 10.04 9.86 FGImperiiAcqn FGII ... 87 9.95 ... ... 206.25 4.18 FGNexus FGNX ... 2 6.55 +0.48 ... 10.30 9.95 FIGXCapitalA FIGX ... 53 10.25 ... ... 27.50 20.53 FRPHoldings FRPH ... cc 23.42 –0.61 ... 1.83 0.81 FST KBSX ... dd .87 +0.01 ... 323.51 109.90 FTAIAviation FTAI ... 43 215.98 +8.52 ... 7.94 3.90 FTAIInfra FIP 2.8 dd 4.23 +0.07 .03 25.33 4.24 FactorialEnergy FAC ... 22 5.11 –0.56 ... 29.02 3.71 Falcon'sBeyondGlbl FBYD ... 49 10.49 –0.61 ... 50.63 38.97 Fastenal FAST 2.2 40 47.02 +1.53 .26 34.82 6.29 Fastly FSLY ... dd 20.24 –0.48 ... 3.23 0.91 FateTherap FATE ... dd 2.41 –0.37 ... 36.99 4.47 Fermi FRMI ... dd 7.40 +1.35 ... 74.79 50.72 Ferrovial FER .0 46 63.25 –0.34.4707 42.65 22.50 FervoEnergy FRVO ... ... 24.02 –0.63 ... 53.51 39.00 FidelityD&D FDBC 3.3 10 51.55 –0.92 .43 21.67 16.86 FidusInvt FDUS 8.9 9 19.41 –0.95 .52 0.51 0.14 FifthEraAcqnIRt FERAR ... ... .30 +0.02 ... 10.50 10.13 FifthEraAcqnI FERA ... 56 10.44 ... ... 78.00 25.01 FigureTechSolns FIGR ... 42 27.59 –1.38 ... 41.18 24.62 FinInstitutions FISI 3.2 10 40.62 +1.30 .32 22.49 12.82 FinWiseBancorp FINW ... 12 13.77 –0.05 ... 73.80 16.00 FireflyAerospace FLY ... dd 19.69 +0.42 ... 22.78 8.82 FirstAdvantage FA ... cc 19.64 –2.71 ... 66.54 45.04 FirstBancorpNC FBNC 1.5 20 62.74 –1.69 .24 35.93 24.08 FirstBancorp FNLC 4.3 10 34.98 +0.47 .38 18.45 14.41 FirstBank FRBA 2.0 11 17.98 +0.12 .09 30.52 21.63 FirstBusey BUSE 3.5 13 29.85 –0.14 .26 67.60 45.90 FirstBusFinSvcs FBIZ 2.0 11 67.18 +1.48 .34 2237.82 1623.76 FirstCitizBcshA FCNCA .4 12 2160.65 +38.52 2.10 48.70 31.21 FirstCommBkshs FCBC 2.7 15 48.48 +3.56 .33 36.24 23.06 FirstFinBncpOH FFBC 3.1 12 33.87 –1.85 .26 38.12 28.12 FirstFinBkshs FFIN 2.5 19 34.68 –0.64 .22 78.74 51.21 FirstFinancial THFF 2.9 11 77.51 +1.06 .56 11.02 4.31 FirstGuarBcshs FGBI .4 dd 9.29 –0.69 .01 30.58 22.65 FirstHawaiian FHB 3.7 12 28.11 –1.18 .26 28.88 17.05 FirstInternetBncp INBK .9 dd 26.45 –0.27 .06 40.60 27.60 FirstInterBanc FIBK 4.9 12 38.12 –1.06 .47 45.33 34.66 FirstMerchants FRME 3.4 14 43.18 –1.41 .37 51.22 34.16 FirstMidBcshs FMBH 2.0 13 51.00 +1.77 .26 12.52 6.90 FirstNWBncp FNWB ... 22 11.95 –0.22 ... 320.95 171.99 FirstSolar FSLR ... 13 202.82 –9.17 ... 86.80 56.89 1stSource SRCE 2.0 12 85.84 +2.36 .43 42.90 14.72 FirstTracksBio TRAX ... ... 35.52 –0.99 ... 46.30 31.71 FirstUnited FUNC 2.3 12 44.57 –0.78 .26 19.53 9.97 FirstWatchRest FWRG ... 44 12.12 –0.33 ... 34.36 20.40 FirstWesternFin MYFW ... 17 31.97 –1.18 ... 235.97 119.21 FirstCash FCFS .9 22 195.06 –18.55 .42 209.66 119.41 FirstService FSV .9 39 137.46 –11.00 .305 42.34 29.95 FirstSunCapBncp FSUN ... 10 34.49 –0.94 ... 144.18 47.04 Fiserv FISV ... 9 51.02 +0.39 ... 251.63 130.00 FiveBelow FIVE ... 26 203.19 +0.56 ... 7.50 0.90 5EAdvMatls FEAM ... dd 1.15 +0.04 ... 29.64 13.29 Five9 FIVN ... 35 23.12 –2.46 ... 50.26 28.34 FiveStarBncp FSBC 2.0 14 46.81 –2.00 .25 12.00 10.48 FlagShipAcqn FSHP ... 55 11.19 +0.01 ... 0.22 0.04 FlagShipAcqnRt FSHPR ... ... .09 +0.01 ... 166.86 47.83 Flex FLEX ... 51 118.51 –0.74 ... 77.19 32.65 Flexsteel FLXS 1.3 14 75.20 +2.22 .25 33.51 6.60 FluenceEnergy FLNC ... dd 13.44 –0.63 ... 18.98 10.11 Flywire FLYW ... 69 15.89 –2.24 ... 6.95 3.27 FoghornTherap FHTX ... dd 4.85 –0.34 ... 22.00 17.48 Forbright FRBT ... ... 19.61 +0.56 ... 9.97 9.90 ForefrontTechHldgs FTHA ... ... 9.90 –0.01 ... 160.27 26.08 FormFactor FORM ... cc 104.04 –1.53 ... 190.56 102.01 FormulaSys FORTY 1.6 3 114.00 +6.0013.045 11.57 4.88 ForresterRes FORR ... dd 8.87 –1.45 ... 170.35 70.12 Fortinet FTNT ... 59 152.37 –9.24 ... 20.19 5.27 Fortrea FTRE ... dd 19.52 +1.76 ... 10.35 10.00 FortressValueV FVAV ... ... 10.22 +0.11 ... 10.43 9.97 FortuneXAcqn FXAC ... ... 10.02 +0.01 ... 32.47 7.86 ForwardAir FWRD ... dd 15.25 +1.50 ... 5.75 1.54 Fossil FOSL ... dd 4.05 –0.09 ... 45.81 21.67 FosterLB FSTR ... 41 42.40 +0.47 ... 14.00 4.27 4DMolecular FDMT ... dd 10.07 –0.92 ... 76.39 48.34 FoxA FOXA 1.0 15 55.31 –2.31 .28 68.18 44.08 FoxB FOX 1.1 13 49.41 –2.22 .28 31.18 13.08 FoxFactory FOXF ... dd 18.51 –0.51 ... 2.44 0.38 FractylHealth GUTS ... dd .77 –0.04 ... 111.53 89.54 FranklinElec FELE 1.1 32 105.59 –0.07 .28 33.00 0.50 FreeCast CAST ... dd 1.93 –0.71 ... 14.90 7.27 FreightCarAmer RAIL ... 11 8.40 +0.88 ... 80.52 24.72 FrequencyElec FEIM ... dd 72.46 +6.56 ... 86.00 46.45 Freshpet FRPT ... 15 57.54 +0.90 ... 14.43 6.79 Freshworks FRSH ... 16 10.27 –0.62 ... 37.97 14.51 FriedmanInds FRD .4 13 35.60 +1.51 .04 80.73 48.47 Frontdoor FTDR ... 20 71.49 –4.20 ... 8.40 3.02 Frontier ULCC ... dd 5.81 –0.42 ...
J
L
BARRONS.COM/DATA NASDAQ ISSUES
I
M
G
H
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
K
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
37.88 3.78 FuelCell FCEL ... dd 21.26 +2.77 ... 15.74 2.83 FulcrumTherap FULC ... dd 3.72 +0.07 ... 31.04 13.46 FulgentGenetics FLGT ... dd 19.67 –0.49 ... 25.23 16.60 FultonFin FULT 3.1 12 24.57 –0.22 .19 6.09 2.22 Funko FNKO ... dd 5.79 –0.03 ... 25.00 0.80 Fusemachines FUSE ... 11 .88 –0.04 ... 202.53 80.50 Futu FUTU ... 11 99.36 +4.26 ... 10.33 9.98 FutureMoney FMACU ... ... 10.16 ... ... 0.20 0.16 FutureMoneyRt FMACR ... ... .18 ... ... 10.02 9.90 FutureMoney FMAC ... ... 10.01 +0.03 ...
4.49 0.38 GCL Global GCL ... ... .51 +0.10 ... 14.38 9.30 GCM Grosvenor GCMG 3.9 27 12.20 –0.70 .12 42.20 11.20 GDEV GDEV ... 3 12.60 +0.84 ... 48.61 26.97 GDS Holdings GDS ... 21 31.63 +0.47 ... 89.77 58.75 GE HealthCare GEHC .2 15 60.58 –2.49 .035 4.90 1.43 GEN Restaurant GENK ... dd 1.97 +0.20 ... 31.00 11.32 GH Research GHRS ... dd 27.28 –1.43 ... 36.53 23.01 G-IIIApparel GIII 1.1 12 34.95 –0.47 .10 12.00 10.50 GP-ActIIIAcqnA GPAT ... 35 10.91 –0.10 ... 118.84 29.95 GRAIL GRAL ... dd 67.84 –4.78 ... 74.75 54.54 GRAVITY GRVY ... 8 61.50 –0.48 ... 18.15 2.82 GSI Tech GSIT ... dd 5.63 +0.19 ... 10.20 9.96 GSRIVAcqn GSRF ... 75 10.16 –0.01 ... 3.98 1.76 GSRIVAcqnRt GSRFR ... ... 2.13 –0.03 ... 9.93 9.84 GSR V Acqn GSRV ... ... 9.85 +0.01 ... 1.80 1.10 GSRVAcqnRt GSRVR ... ... 1.52 –0.03 ... 6.39 1.82 Gaia GAIA ... dd 1.87 –0.16 ... 4.34 1.41 GainTherap GANX ... dd 1.75 +0.04 ... 10.20 9.91 GalataAcqnII LATA ... 80 10.13 +0.01 ... 45.92 16.43 GalaxyDigital GLXY ... dd 22.68 +1.05 ... 49.95 41.17 Gaming&Leisure GLPI 7.3 14 45.17 +0.09 .82 36.25 11.90 GarrettMotion GTX 1.0 18 31.51 –0.26 .08 7.47 0.30 Gauzy GAUZ ... dd .31 –0.06 ... 45.89 3.83 GeminiSpace GEMI ... dd 4.29 +0.10 ... 32.22 17.78 GenDigital GEN 1.9 16 25.84 –0.90 .125 12.40 0.35 GenDigitalRt GENVR ... ... 1.35 –0.03 ... 170.87 32.21 GeneDx WGS ... dd 59.10 –4.38 ... 10.22 9.96 GeneralCatalyst GCGR ... ... 10.11 –0.04 ... 14.85 6.51 GeneralFusion GFUZ ... dd 6.73 –1.57 ... 10.03 9.86 GeneralPurposeAcqn GPAC ... ... 10.01 ... ... 18.18 11.00 GenerateBiomed GENB ... ... 13.40 –0.16 ... 35.43 21.00 Genmab GMAB ... 22 28.87 +0.15 ... 29.38 20.48 Gentex GNTX 2.1 13 22.90 –1.45 .12 48.35 27.00 Gentherm THRM ... 50 42.69 +6.75 ... 29.89 6.28 GeospaceTech GEOS ... dd 7.08 +0.28 ... 49.39 36.56 GermanAmBncp GABC 2.6 13 48.43 –0.14 .31 2.01 1.04 Geron GERN ... dd 1.42 –0.02 ... 11.20 9.51 GesherAcqnII GSHR ... 49 10.47 –0.01 ... 75.08 33.56 GibraltarInds ROCK ... dd 45.19 +2.01 ... 51.86 20.71 GigaCloudTech GCT ... 9 36.09 –1.92 ... 10.12 9.87 GigCapital8 GIW ... ... 10.09 ... ... 0.45 0.25 GigCapital8Rt GIWWR ... ... .27 ... ... 9.95 9.80 GigCapital9 GIX ... ... 9.94 ... ... 0.34 0.20 GigCapital9Rt GIXXR ... ... .32 +0.01 ... 20.93 7.22 GilatSatellite GILT ... 21 10.73 –0.41 ... 157.29 108.46 GileadSciences GILD 2.5 18 129.31 –4.97 .82 52.38 18.73 GitLab GTLB ... dd 31.28 –1.44 ... 29.11 16.54 GladstoneCap GLAD 9.6 11 18.79 –1.12 .15 13.78 10.33 GladstoneComm GOOD 9.3 73 12.96 –0.14 .10 17.14 13.11 GladstoneInvt GAIN 6.0 3 15.95 –0.59 .08 13.00 8.40 GladstoneLand LAND 6.6 dd 8.53 –0.23.0467 0.25 0.07 GlobaTerraRt GTERR ... ... .08 –0.01 ... 41.94 26.85 Global-EOnline GLBE ... 54 36.21 –1.91 ... 32.03 24.28 GlobalIndemnity GBLI 5.2 12 27.00 –0.38 .35 11.17 6.55 GlobalWaterRscs GWRS 4.1 98 7.36 +0.29.0253 92.55 31.51 GlobalFoundries GFS .9 38 53.53 –3.95 .12 84.70 22.35 Globalstar GSAT ... dd 78.93 –0.25 ... 9.98 2.94 Gloo GLOO ... dd 3.19 –0.08 ... 16.82 3.02 Gogo GOGO ... 38 3.81 +0.23 ... 57.79 35.02 GolarLNG GLNG 2.1 76 48.62 –1.03 .25 15.55 11.77 GolubCapital GBDC10.3 17 12.78 –0.28 .33 5.81 1.77 GoodRx GDRX ... 51 2.96 –0.18 ... 11.65 5.43 Goodyear GT ... dd 7.21 –0.08 ... 93.91 33.68 GooseheadIns GSHD ... 43 58.75 +4.47 ... 3.05 0.59 GoPro GPRO ... dd .67 +0.01 ... 10.60 10.12 GoresX A GTEN ... 66 10.48 ... ... 3.87 0.11 GossamerBio GOSS ... dd .14 –0.03 ... 6.62 3.18 Grab GRAB ... 38 3.31 –0.26 ... 223.04 134.27 GrandCanyonEduc LOPE ... 17 139.94 –0.50 ... 11.24 1.63 Grandstand GRSD ... dd 1.66 –0.14 ... 11.46 4.63 GreatElmCap GECC19.2 dd 5.22 –0.12 .25 3.51 1.80 GreatElm GEG ... dd 2.18 +0.01 ... 82.40 53.76 GreatSouthernBncp GSBC 2.2 13 79.25 +1.00 .43 19.65 7.08 GreenPlains GPRE ... dd 16.95 –2.28 ... 23.00 1.98 GreenlandEner GLND ... 31 2.01 –0.29 ... 19.39 11.57 GreenlightCapRe GLRE ... 7 16.99 –0.08 ... 11.14 6.96 Grifols GRFS 2.9 11 7.58 +0.31.1404 19.41 5.66 GroceryOutlet GO ... dd 9.01 –0.43 ... 43.08 9.17 Groupon GRPN ... dd 25.81 –2.02 ... 134.99 95.69 GrAeroportuario OMAB 4.6 17 103.43 –1.882.886 174.08 40.35 GuardantHealth GH ... dd 147.33 –8.54 ...
33.70 22.36 HBT Finl HBT 2.8 15 33.29 +0.52 .23 10.49 10.03 HCMIIIAcqn HCMA ... 89 10.28 –0.04 ... 10.09 9.86 HCMIVAcqn HACQ ... ... 10.06 –0.03 ... 24.50 16.32 HMH HMH ... 22 21.52 +1.87 ... 66.05 43.75 H2OAmerica HTO 2.8 22 63.84 –1.59 .44 19.50 9.77 Hutchmed HCM ... 4 11.01 +0.17 ... 56.64 30.41 H World HTHT 5.1 18 40.47 –1.26 1.30 23.72 9.15 HackettGroup HCKT 4.9 18 9.71 –0.63 .12
2.17 0.53 HainCelestial HAIN ... dd .53 –0.03 ... 10.08 9.91 HallChadwickA HCAC ... ... 10.06 +0.01 ... 0.35 0.20 HallChadwickRt HCACR ... ... .24 –0.03 ... 82.99 57.68 HalozymeTherap HALO ... 29 81.93 +4.12 ... 161.13 71.88 HamiltonLane HLNE 2.9 14 83.16 –2.69 .60 79.36 54.05 HancockWhitney HWC 2.6 15 76.20 –2.26 .50 33.50 22.00 HanmiFinancial HAFC 3.5 11 31.69 –0.94 .28 25.75 19.91 HanoverBancorp HNVR 1.6 20 25.01 –0.04 .10 21.67 12.65 Happen HAPN ... 12 18.06 –1.17 ... 17.68 7.80 Harmonic HLIT ... dd 11.19 –0.84 ... 40.87 25.52 HarmonyBio HRMY ... 14 35.32 +1.55 ... 54.85 28.54 Harrow HROW ... dd 38.45 –8.20 ... 4.32 2.07 Harte-Hanks HHS ... dd 2.39 –0.05 ... 10.15 9.87 HarvardAveA HAVA ... ... 10.15 +0.03 ... 0.20 0.10 HarvardAveRt HAVAR ... ... .12 ... ... 106.98 69.50 Hasbro HAS 3.2 16 88.79 +7.24 .70 186.15 117.98 Hawkins HWKN .5 36 139.03 –5.38 .19 40.36 28.10 HawthornBcsh HWBK 2.2 11 38.34 –0.80 .21 4.12 0.96 HealthCatalyst HCAT ... dd 2.08 –0.17 ... 25.75 12.84 HealthcareSvcs HCSG ... 13 22.74 –2.57 ... 105.96 72.76 HealthEquity HQY ... 35 94.64 –3.04 ... 30.00 19.50 HealthStream HSTM .5 41 27.14 –1.35 .035 41.22 20.13 Heartflow HTFL ... dd 24.12 –0.76 ... 16.64 7.00 HeartlandExp HTLD .6 dd 14.28 –1.11 .02 30.68 13.85 HelenofTroy HELE ... dd 28.47 +0.37 ... 11.00 10.11 HelixAcqnIII HLXC ... ... 10.52 –0.06 ... 8.91 5.32 HelloGroup MOMO .0 9 5.88 –0.13 .30 52.15 23.00 HemabTherap COAG ... ... 47.31 –1.98 ... 13.19 8.90 HennessyAdvsrs HNNA 6.1 9 9.82 –0.17 .15 0.65 0.16 HennessyCapVIIRt HVIIR ... ... .35 ... ... 10.99 10.13 HennessyCapVII HVII ... 84 10.48 +0.01 ... 0.24 0.14 HennessyVIIIRt HCICR ... ... .16 –0.03 ... 89.34 61.95 HenrySchein HSIC ... 26 85.47 –2.35 ... 13.63 1.50 HereGroup HERE ... 14 1.84 –0.05 ... 31.25 21.32 HeritageFin HFWA 3.2 14 30.16 –0.36 .25 8.18 1.71 HertzGlobal HTZ ... dd 1.81 +0.01 ... 30.85 14.29 Hesai HSAI ... cc 14.60 –0.40 ... 10.41 3.85 HighPeakEner HPK .0 dd 7.65 +0.28 .04 10.20 9.93 HighviewMerger HVMC ... 62 10.19 ... ... 10.85 6.96 HillmanSolns HLMN ... 44 7.97 –0.12 ... 25.09 6.85 HimaxTechs HIMX 1.9 68 12.62 –0.18 .252 338.00 235.17 HinghamSvg HIFS .9 9 279.37 –15.77 .63 71.69 49.49 HomeBancorp HBCP 1.8 12 70.21 +0.90 .32 5.28 2.07 Honest HNST ... dd 3.79 –0.04 ... 297.50 192.03 HoneywellAero HONA ... ... 204.07 –7.56 ... 260.15 195.77 Honeywell HON 2.0 9 243.15 +18.13 2.38 18.09 8.62 HookerFurnishings HOFT 3.3 dd 13.75 –0.37 .115 14.05 9.44 HopeBancorp HOPE 4.2 26 13.45 –0.29 .14 20.66 14.84 HorizonBancorp HBNC 3.2 dd 20.06 –0.24 .16 8.44 3.80 HorizonTechFin HRZN16.7 11 4.31 –0.35 .09 25.41 15.12 HostHotels HST 3.3 17 24.50 +0.56 .92 53.26 32.46 HubGroup HUBG 1.0 28 49.28 –1.94 .125 4.53 1.04 HuizeHolding HUIZ ... ... 1.17 –0.10 ... 2.76 0.55 Humacyte HUMA ... dd .62 –0.04 ... 299.76 130.12 JBHunt JBHT .6 41 288.30 –3.11 .45 19.45 14.89 HuntingtonBcshs HBAN 3.6 13 17.36 –0.89 .155 23.75 14.50 Hurco HURC ... dd 21.21 –0.67 ... 186.78 84.88 HuronConsulting HURN ... 19 112.30 –2.50 ... 140.80 18.68 Hut8 HUT ... dd 109.99 +18.54 ... 2.22 0.85 Hyperfine HYPR ... dd .95 +0.02 ...
42.99 25.94 IBEX IBEX ... 10 33.46 –1.93 ... 101.71 58.83 ICFIntl ICFI .7 17 79.52 +0.66 .14 162.85 107.00 ICUMedical ICUI ... 85 157.44 –0.07 ... 40.58 22.09 IDEAYABio IDYA ... dd 35.40 –0.61 ... 769.98 518.55 IdexxLab IDXX ... 40 544.32 –23.12 ... 804.00 309.51 IESHoldings IESC ... 33 626.07 +13.05 ... 42.95 24.58 INNIO INIO ... ... 26.28 –1.44 ... 155.82 71.35 IPGPhotonics IPGP ... cc 91.70 –12.63 ... 15.10 9.62 IQMQuantum IQMX ... ... 10.75 +0.05 ... 76.87 14.72 IREN IREN ... 73 37.07 +3.45 ... 19.26 10.37 ITG ITG ... ... 13.46 +1.32 ... 10.03 9.85 ITHAXAcqnIII ITHA ... ... 10.00 ... ... 33.97 18.47 i3Verticals IIIV ... cc 20.19 –0.52 ... 9.69 7.08 IcahnEnterprises IEP 26.0 dd 7.69 +0.20 .50 113.58 13.12 Ichor ICHR ... dd 86.55 +3.68 ... 211.00 66.57 Icon ICLR ... 76 165.76 –4.24 ... 9.95 9.78 IdeaAcqn IACO ... ... 9.92 –0.02 ... 6.56 1.54 iHeartMedia IHRT ... dd 3.54 –0.29 ... 199.14 88.00 Illumina ILMN ... 35 194.09 +7.44 ... 7.66 5.25 Immersion IMMR 4.6 dd 6.52 –0.12 .075 10.08 2.90 Immuneering IMRX ... dd 4.32 –0.32 ... 12.43 1.95 ImmunityBio IBRX ... dd 7.10 –0.58 ... 40.71 27.56 Immunocore IMCR ... dd 35.00 +0.04 ... 41.23 14.32 Immunovant IMVT ... dd 39.41 –0.85 ... 3.53 0.29 Immutep IMMP ... dd .38 –0.03 ... 247.06 87.36 Impinj PI ... dd 127.55 –10.82 ... 119.60 69.69 Incyte INCY ... 17 117.67 +0.42 ... 87.50 61.55 IndependentBank INDB 3.0 15 85.12 +0.61 .64 39.17 29.63 IndepBkMI IBCP 3.0 11 37.66 +1.25 .28 10.30 9.92 IndigoAcqn INAC ... 54 10.28 ... ... 0.24 0.08 IndigoAcqnRt INACR ... ... .13 –0.01 ... 42.81 16.59 IndiviorPharm INDV ... 21 40.53 –0.02 ... 9.43 4.92 IndlLogistics ILPT 4.3 dd 9.20 +0.34 .10 10.27 9.97 InfiniteEagleA IEAG ... ... 10.22 +0.01 ... 0.22 0.16 InfiniteEagleRt IEAGR ... ... .17 –0.01 ... 2.95 0.74 InflaRx IFRX ... dd 1.74 –0.12 ... 1.19 0.18 InflectionPtVRt IPEXR ... ... .65 –0.04 ... 10.43 10.05 InflectionPtA IPCX ... cc 10.42 +0.02 ... 0.52 0.28 InflectionPtRt IPCXR ... ... .44 +0.03 ... 10.55 10.08 InflectionPtV IPEX ... cc 10.53 –0.01 ...
11.02 9.95 InflectionPtIV IPFX ... ... 10.12 –0.03 ... 6.45 3.74 InfoSvcs III 4.7 18 3.86 –0.13.045 95.62 59.27 InglesMarkets IMKTA .8 16 85.83 –4.32 .165 155.29 20.55 InhibrxBiosci INBX ... dd 81.55 –5.84 ... 16.74 12.72 InMode INMD ... 11 15.17 –0.30 ... 2.63 1.17 InnatePharma IPHA ... dd 1.78 +0.03 ... 125.14 34.23 Innodata INOD ... 50 55.89 –4.92 ... 92.14 65.51 Innospec IOSP 2.1 18 84.76 +0.51 .92 12.64 3.13 InnovAge INNV ... dd 11.56 +0.06 ... 30.94 8.13 InnovSolSuprt ISSC ... 20 19.14 +0.68 ... 25.15 16.52 Innoviva INVA ... 4 21.44 –0.27 ... 7.86 2.36 Innventure INV ... dd 2.89 –0.48 ... 9.13 5.34 Inogen INGN ... dd 6.15 –0.42 ... 21.90 6.27 Inseego INSG ... 11 6.66 –0.83 ... 10.47 9.87 InsightDigitalII DYOR ... ... 10.08 +0.01 ... 148.58 63.62 InsightEnt NSIT ... 21 117.65 +2.33 ... 212.75 90.39 Insmed INSM ... dd 106.92 –1.40 ... 50.00 2.00 InstinctBioTechnCo BIOT ... dd 15.50 +6.00 ... 354.88 138.79 Insulet PODD ... 38 163.26 –0.80 ... 47.93 19.01 Intapp INTA ... dd 27.47 –1.65 ... 20.26 8.70 IntegraLifeSci IART ... dd 19.79 +0.54 ... 142.35 18.97 Intel INTC ... dd 92.32 –2.72 ... 28.25 7.95 IntelliaTherap NTLA ... dd 10.73 –0.65 ... 9.08 3.59 Intellicheck IDN ... 33 3.63 –0.10 ... 10.36 5.16 Inter INTR 2.1 9 5.29 –0.08.1131 97.84 58.95 InteractiveBrkrs IBKR .4 37 91.74 +1.21.0875 1.77 0.68 Intercure INCR ... dd .97 +0.05 ... 412.60 213.06 InterDigital IDCC 1.1 24 258.30 –2.15 .70 36.66 20.37 Interface TILE .4 15 32.98 –0.08 .03 78.46 63.20 IntlBcshs IBOC 1.9 11 76.79 +0.26 .73 128.62 77.21 Interparfums IPAR 2.6 23 122.55 –0.68 .80 813.70 252.84 Intuit INTU 1.6 18 296.33 +5.24 1.20 46.75 7.78 IntuitiveMachines LUNR ... dd 12.92 –0.60 ... 603.88 328.57 IntuitiveSurgical ISRG ... 39 337.50 –7.92 ... 7.98 2.85 Inventiva IVA ... dd 4.46 –0.16 ... 10.05 9.82 InvestGreenAcqn IGAC ... cc 10.02 –0.03 ... 0.22 0.15 InvestGreenAcqnRt IGACR ... ... .16 –0.01 ... 31.77 20.99 Investar ISTR 1.6 13 29.86 –0.01 .12 3.12 0.73 InvestcpCredit ICMB41.0 dd .78 –0.07 .02 291.44 205.85 InvestorsTitle ITIC .7 14 282.55 –6.67 .46 3.07 0.48 Invivyd IVVD ... dd .61 –0.13 ... 86.74 40.03 IonisPharm IONS ... dd 56.55 +2.16 ... 5.64 1.76 IovanceBiotherap IOVA ... dd 4.99 –0.01 ... 2.84 0.95 iQIYI IQ ... dd 1.22 +0.03 ... 107.90 55.11 iRadimed IRMD .8 51 94.49 –2.54 .20 10.10 9.92 IrenicAcqn IACQ ... ... 9.99 +0.02 ... 212.00 100.85 iRhythm IRTC ... dd 109.20 –1.68 ... 57.18 15.65 IridiumComm IRDM 1.3 52 45.78 –0.90 .15 10.00 9.90 IronDomeAcqnI IDAC ... ... 9.98 –0.01 ... 10.14 9.85 IronHorseII IRHO ... cc 10.01 –0.02 ... 0.23 0.11 IronHorse IIRt IRHOR ... ... .18 ... ... 5.78 0.72 IronwoodPharm IRWD ... 6 3.71 –0.15 ... 142.00 77.77 Itron ITRI ... 13 84.22 –1.77 ... 68.30 32.71 IturanLocation ITRN 5.5 18 54.77 –0.97 .50
25.52 14.87 JakksPacific JAKK 4.1 18 24.50 +0.27 .25 1.38 0.82 J&Friends JF ... ... .84 –0.09 ... 129.24 68.87 J&JSnackFoods JJSF 4.2 26 76.44 –0.24 .80 36.86 24.51 JD.com JD 3.2 23 30.19 +0.57 1.00 74.33 48.53 Joyy JOYY 6.5 17 73.95 +3.88 1.50 193.39 121.04 JackHenry JKHY 1.6 21 150.58 –1.09 .61 24.53 8.91 JackintheBox JACK ... 3 14.55 –0.43 ... 7.20 3.76 JamesRiver JRVR .8 15 4.71 +0.12 .01 35.34 12.12 JanuxTherap JANX ... dd 15.33 –0.93 ... 256.75 105.00 JazzPharm JAZZ ... dd 253.87 +6.34 ... 23.80 15.50 JeffersonCap JCAP 4.8 7 19.82 +0.28 .24 6.50 3.87 JetBlue JBLU ... dd 5.27 –0.15 ... 99.22 34.05 JFrog FROG ... dd 80.16 –8.38 ... 16.85 2.15 Jiayin JFIN ... 1 2.16 –0.33 ... 53.54 31.78 JohnsonOutdoors JOUT 2.9 dd 45.99 –0.26 .33 67.00 1.43 JyongBiotech MENS ... dd 2.36 +0.10 ...
10.60 10.16 K&FGrowthII KFII ... 38 10.59 +0.01 ... 0.26 0.10 K&FGrowthIIRt KFIIR ... ... .13 ... ... 307.37 83.22 KLA KLAC .4 60 210.52 –2.23 .23 4.50 1.49 KLXEnergy KLXE ... dd 2.18 +0.06 ... 10.07 9.84 K2CapitalAcqn KTWO ... ... 10.03 +0.10 ... 0.23 0.19 K2CapAcqnRt KTWOR ... ... .21 –0.01 ... 13.00 5.09 KVH Inds KVHI ... dd 9.06 –0.06 ... 195.96 71.44 KaiserAlum KALU 1.9 12 163.17 +5.39 .77 11.88 2.14 KalarisTherap KLRS ... dd 3.73 –0.65 ... 2.01 1.06 Kaltura KLTR ... dd 1.40 +0.01 ... 9.35 6.50 Kamada KMDA 3.5 20 7.06 +0.01 .25 1.77 0.57 KandiTech KNDI ... ... .65 –0.06 ... 25.26 12.57 Kanzhun BZ 1.0 15 15.42 +0.51 .148 39.56 20.61 KaratPkg KRT 4.6 25 39.52 +1.43 .45 10.15 10.02 KarbonCapPtrsA KBON ... ... 10.09 +0.02 ... 27.00 16.25 Kardigan KARD ... ... 20.74 –0.39 ... 10.99 3.65 KaryopharmTherap KPTI ... dd 7.41 –2.10 ... 99.20 68.59 Kaspi.kz KSPI 4.1 8 85.79 –2.121.7427 24.34 5.50 Katapult KPLT ... 5 6.89 +0.01 ... 9.76 5.76 KearnyFinancial KRNY 4.7 16 9.40 –0.10 .11 7.37 1.14 KeelInfra KEEL ... dd 4.26 +0.31 ... 12.99 11.37 KeenVisionAcqn KVAC ... 87 12.80 +0.46 ... 15.89 7.98 KellyServices A KELYA 2.0 dd 15.16 –0.16 .075 125.00 8.38 KellyServicesB KELYB 1.4 dd 21.93 –1.92 .075 5.48 2.96 KYFirstFedBncp KFFB ... 30 5.23 +0.02 ... 22.55 9.69 KerosTherap KROS ... dd 10.06 –0.58 ... 30.00 14.10 KestraMedTech KMTS ... dd 21.06 –3.36 ... 35.94 24.88 KeurigDrPepper KDP 3.1 22 29.68 –1.23 .23 60.89 33.27 KewauneeSci KEQU ... 11 36.01 –2.10 ...
4.42 2.40 KeyTronic KTCC ... dd 3.71 –0.26 ... 10.00 9.84 KeystoneAcqn KEYY ... ... 9.86 ... ... 33.19 18.04 KimballElec KE ... 24 24.86 +0.89 ... 137.46 92.42 KimberlyClark KMB 4.7 17 109.70 +1.35 1.28 18.52 8.35 KingsoftCloud KC ... dd 9.47 –0.07 ... 67.53 26.27 KiniksaPharm KNSA ... 69 62.84 –1.11 ... 10.40 10.01 KochavDefense KCHV ... 47 10.40 +0.01 ... 0.36 0.18 KochavDefenseRt KCHVR ... ... .18 –0.03 ... 11.46 4.12 KodiakAI KDK ... dd 4.15 –0.13 ... 47.84 6.21 KodiakSciences KOD ... dd 41.41 –1.23 ... 22.06 11.93 KornitDigital KRNT ... dd 15.23 +0.21 ... 29.19 21.04 KraftHeinz KHC 6.2 dd 25.67 –0.21 .40 134.00 45.58 KratosDefense KTOS ... cc 47.35 +1.32 ... 5.11 2.88 KrispyKreme DNUT ... dd 3.15 –0.15 ... 135.80 31.32 Kulicke&Soffa KLIC .8 97 101.33 +4.11.205 12.49 5.45 KuraOncology KURA ... dd 10.39 –0.47 ... 94.95 42.62 KuraSushiUSA KRUS ... dd 44.17 –2.53 ... 16.55 9.29 Kyivstar KYIV ... 34 13.40 –0.81 ... 130.05 36.65 KymeraTherap KYMR ... dd 110.57 –5.20 ... 12.60 6.32 KyntraBio KYNB ... 0 7.03 –0.20 ... 13.67 2.80 KyvernaTherap KYTX ... dd 7.41 –0.04 ...
36.60 13.36 LB Pharm LBRX ... dd 35.01 +3.60 ... 69.50 33.55 LGIHomes LGIH ... 20 60.16 +1.68 ... 37.13 23.98 LKQ LKQ 4.6 13 25.82 +0.44 .30 403.58 260.15 LPL Financial LPLA .4 29 328.70 +3.80 .30 27.36 17.20 LSI Inds LYTS .9 31 23.23 –0.70 .05 10.20 9.87 LaFayetteAcqn LAFA ... 93 10.11 +0.03 ... 0.30 0.08 LaFayetteAcqnRt LAFAR ... ... .09 –0.01 ... 10.04 9.85 LafayetteDigI ZKP ... ... 9.98 +0.02 ... 17.96 12.00 LakeShoreBancorp LSBK 2.1 15 17.20 +0.04 .09 10.17 9.89 LakeSuperiorA LKSP ... cc 10.17 +0.01 ... 4.08 0.63 LakeSuperiorRt LKSPR ... ... .85 –0.15 ... 37.78 26.42 LakefrontBiotherap LKFT ... 3 27.84 –2.17 ... 69.40 54.36 LakelandFin LKFN 3.4 14 61.11 –1.57 .52 18.00 7.15 LakelandInds LAKE .0 dd 10.76 –0.67 .03 10.46 10.04 LakeshoreAcqnIII LCCC ... 52 10.46 +0.02 ... 0.48 0.11 LakeshoreIIIRt LCCCR ... ... .17 ... ... 438.50 90.94 LamResearch LRCX .3 58 305.21 –8.09 .26 164.38 113.66 LamarAdv LAMR 4.0 29 159.46 –2.86 1.60 32.39 22.56 LandmarkBncp LARK 2.7 10 31.54 +0.40 .21 228.46 119.32 LandstarSystem LSTR .8 55 200.28 –11.28 .40 111.86 47.25 Lantheus LNTH ... 25 104.82 –2.77 ... 71.19 5.02 LanzaTechGlobal LNZA ... dd 5.53 –0.04 ... 2.70 0.59 Largo LGO ... dd .62 ... ... 6.42 2.72 LarimarTherap LRMR ... dd 4.00 +0.30 ... 8.97 4.64 Latham SWIM ... 80 5.50 –0.39 ... 157.01 46.43 LatticeSemi LSCC ... cc 128.42 +3.19 ... 11.67 10.39 LaunchOneAcqnA LPAA ... 42 11.19 +0.31 ... 10.76 10.38 LaunchTwoAcqnA LPBB ... 36 10.75 +0.01 ... 10.04 9.88 LaunchpadCadenzaI LPCV ... ... 9.99 ... ... 40.75 21.53 LaureateEduc LAUR ... 20 37.00 +0.55 ... 10.05 9.54 LeapfrogAcqn LFAC ... ... 10.00 –0.01 ... 11.88 3.34 LeeEnterprises LEE ... dd 7.47 –0.39 ... 29.45 18.29 LegacyHousing LEGH ... 15 26.49 –0.30 ... 12.40 5.22 LegalZoom LZ ... cc 7.18 –0.54 ... 107.24 26.96 Legence LGN ... dd 70.80 +2.56 ... 44.78 16.24 LegendBiotech LEGN ... dd 22.22 –0.04 ... 118.01 79.01 LeMaitreVascular LMAT 1.0 35 95.59 –6.04 .25 77.35 32.65 LendingTree TREE ... 3 39.00 –7.25 ... 50.59 32.43 LeonardoDRS DRS .7 45 48.10 +3.96 .09 5.54 3.62 LesakaTech LSAK ... dd 4.52 –0.25 ... 13.57 0.87 Leslie's LESL ... dd 1.24 –1.35 ... 10.99 3.60 LexeoTherap LXEO ... dd 4.66 –0.03 ... 7.66 1.41 LexinFintech LX 20.7 1 1.48 –0.06 .188 31.10 11.65 LiAuto LI ... dd 12.12 –0.27 ... 90.45 26.14 LibertyBroadbandA LBRDA ... dd 28.87 –1.99 ... 90.99 26.25 LibertyBroadbandC LBRDK ... dd 28.89 –1.98 ... 41.87 19.61 LibertyCapAGCI GLIBA ... dd 22.32 +0.24 ... 41.18 19.30 LibertyCapCGCI GLIBK ... dd 21.95 ... ... 13.52 9.43 LibertyGlobalA LBTYA ... dd 9.69 –0.72 ... 29.01 9.79 LibertyGlobalB LBTYB ... dd 12.10 +0.10 ... 13.12 9.30 LibertyGlobalC LBTYK ... dd 9.60 –0.49 ... 8.11 4.37 LibertyLatAmA LILA ... dd 7.52 +0.18 ... 8.05 4.42 LibertyLatAmC LILAK ... dd 7.44 +0.11 ... 105.48 74.38 LibertyLiveA LLYVA ... ... 95.65 –3.13 ... 108.98 76.94 LibertyLiveC LLYVK ... ... 99.04 –3.63 ... 99.52 73.70 LibertyFormOneA FWONA ... 29 89.08 –4.80 ... 109.36 80.15 LibertyFormOneC FWONK ... 31 97.05 –5.15 ... 112.54 37.01 Life360 LIF ... 28 48.86 –4.93 ... 8.98 3.63 LifecoreBiomed LFCR ... dd 4.33 –0.35 ... 12.72 2.56 LifeMD LFMD ... dd 3.71 –0.44 ... 11.76 3.74 LifeStanceHealth LFST ... cc 10.90 –0.68 ... 9.80 2.90 LifetimeBrands LCUT 2.0 dd 8.69 +0.17.0425 34.20 17.31 LifewayFoods LWAY ... 31 30.44 –1.51 ... 30.10 21.50 LiftoffMobile LFTO ... cc 22.14 –0.47 ... 326.63 129.55 LigandPharm LGND ... 41 300.53 –2.86 ... 10.28 9.81 LightWaveA LWAC ... 57 10.23 –0.02 ... 9.38 0.10 LiminatusPharma LIMN ... dd .11 –0.01 ... 16.62 11.67 Limoneira LMNR 2.3 dd 13.06 –0.47 .075 56.34 17.29 LincolnEduc LINC ... 57 40.51 –2.44 ... 310.00 216.22 LincolnElectric LECO 1.3 26 251.47 –1.27 .79 548.20 387.78 Linde LIN 1.2 34 512.28 –0.94 1.60 45.75 31.33 Lineage LINE 5.1 dd 41.42 –3.17.5325 11.23 10.45 LionheartA CUB ... 42 10.80 +0.01 ... 41.28 21.67 LiquiditySvcs LQDT ... 40 37.56 –1.96 ... 500.57 226.18 Littelfuse LFUS .7 dd 404.86 +7.11 .75 85.27 41.02 LivaNova LIVN ... 40 78.19 –2.51 ... 21.60 1.40 LivePerson LPSN ... dd 1.53 –0.15 ... 32.80 0.83 LixiangEduc LXEH ... dd 1.45 –0.03 ... 129.66 83.32 LogitechIntl LOGI 1.1 22 105.78 +2.951.6879
2.11 0.71 LoopIndustries LOOP ... dd .80 +0.01 ... 2.46 0.86 LotusTech LOT ... dd .87 –0.15 ... 20.88 10.33 Lovesac LOVE ... 64 16.34 –1.87 ... 30.70 2.37 Lucid LCID ... dd 6.30 –1.06 ... 225.98 104.44 lululemon LULU ... 9 114.28 –2.05 ... 1085.68 101.22 Lumentum LITE ... cc 762.99 +30.17 ... 19.45 6.45 LumexaImaging LMRI ... ... 10.93 –0.21 ... 45.00 9.28 LyellImmuno LYEL ... dd 12.63 –0.69 ... 25.54 12.46 Lyft LYFT ... 2 14.20 –1.32 ...
418.90 118.16 MacomTech MTSI ... cc 266.99 –0.37 ... 66.66 9.63 MBXBiosci MBX ... dd 62.00 –0.92 ... 9.95 9.83 MEvoGlblAcqnII MEVO ... ... 9.95 ... ... 88.01 72.16 MGE Energy MGEE 2.3 21 82.42 +1.37 .475 32.60 15.72 MGP Ingredients MGPI 2.7 dd 17.69 –0.17 .12 447.62 88.49 MKS MKSI .3 69 329.18 +4.49 .25 10.50 9.99 M3-BrigadeAcqnVI MBVI ... 61 10.17 –0.01 ... 503.57 171.51 MYRGroup MYRG ... 42 379.17 –12.34 ... 24.90 2.85 Maase MAAS ... ... 16.75 –3.01 ... 5.08 1.29 Macrogenics MGNX ... dd 3.70 –0.79 ... 615.00 286.44 MadrigalPharm MDGL ... dd 544.51 –8.97 ... 26.65 10.82 Magnite MGNI ... 18 18.51 –0.49 ... 20.00 16.03 MagyarBancorp MGYR 2.0 10 18.29 +0.74 .10 104.43 32.67 MakeMyTrip MMYT ... cc 49.23 –5.39 ... 39.65 23.84 MalibuBoats MBUU ... dd 27.70 –0.47 ... 3.92 1.72 MammothEnergy TUSK ... dd 2.73 –0.07 ... 229.58 119.06 ManhattanAssoc MANH ... 42 151.67 –11.52 ... 6.51 2.23 MannKind MNKD ... dd 4.13 +0.10 ... 53.50 32.73 Maplebear CART ... 24 42.21 –3.61 ... 40.43 12.24 MapLightTherap MPLT ... dd 36.56 –1.31 ... 7.44 1.99 MaravaiLifeSci MRVI ... dd 6.76 –0.48 ... 2.14 1.32 Marchex MCHX ... dd 1.80 ... ... 71.18 27.91 Marex MRX .9 15 65.56 +5.40 .16 214.98 108.75 MarketAxess MKTX 2.7 14 116.69 +2.89 .78 21.74 13.49 MarketWise MKTW 5.0 12 19.94 –0.17 .20 28.16 14.80 Marqeta MQ ... cc 17.07 –0.42 ... 410.98 253.76 Marriott MAR .8 39 374.43 +8.19 .73 18.48 9.35 MartenTransport MRTN 1.5 cc 16.30 –1.35 .06 3.54 1.89 MartinMidstream MMLP .8 dd 2.45 +0.02.005 329.88 61.44 MarvellTech MRVL .1 66 194.23 +5.55 .06 190.96 104.28 Marzetti MZTI 3.7 17 107.19 +0.05 1.00 28.44 17.19 MasterCraftBoat MCFT ... 36 24.27 –0.71 ... 41.03 28.81 MatchGroup MTCH 2.1 14 37.91 –1.24 .20 7.50 4.78 Materialise MTLS ... 33 6.55 +0.01 ... 16.11 9.88 MatrixService MTRX ... dd 12.34 +0.19 ... 22.48 12.73 Mattel MAT ... 9 14.34 +0.04 ... 30.93 21.95 MatthewsIntl MATW 3.7 95 27.69 +0.23 .255 2.33 0.64 MaxCyte MXCT ... dd 1.08 –0.16 ... 128.30 12.77 MaxLinear MXL ... dd 71.59 –0.25 ... 0.24 0.16 MaywoodAcqn2Rt MYXXR ... ... .23 +0.03 ... 9.98 9.85 MaywoodAcqn2 MYX ... ... 9.96 +0.04 ... 53.65 12.81 MazeTherap MAZE ... dd 27.68 –0.44 ... 128.41 94.99 McGrathRent MGRC 1.7 19 119.76 +1.49.495 10.22 9.85 McKinleyAcqnA MKLY ... 75 10.19 ... ... 0.42 0.10 McKinleyAcqnRt MKLYR ... ... .18 –0.05 ... 16.68 12.46 MechanicsBncp MCHB17.9 21 15.68 –0.60 .70 11.00 7.85 MedallionFinl MFIN 5.7 7 9.77 –0.18 .14 1.96 1.17 MediciNova MNOV ... dd 1.32 –0.03 ... 21.08 13.54 MediWound MDWD ... dd 14.23 –0.38 ... 50.88 32.82 Medline MDLN ... 32 38.75 –1.04 ... 677.90 373.00 Medpace MEDP ... 35 601.38 +63.65 ... 15.35 6.62 MeiraGTx MGTX ... dd 11.77 –0.67 ... 11.38 10.45 MelarAcqnIA MACI ... 50 10.90 ... ... 10.15 5.07 MelcoResorts MLCO ... 9 5.41 –0.04 ... 2548.50 1495.00 MercadoLibre MELI ... 48 1801.44 –12.47 ... 60.40 42.75 MercantileBank MBWM 2.7 10 58.50 +0.70 .40 4.47 0.53 MercerIntl MERC ... dd .67 +0.01 ... 128.45 50.13 MercurySystems MRCY ... dd 103.27 +7.19 ... 21.67 13.81 Meridian MRBK 2.8 11 19.82 –0.42 .14 94.75 59.74 MeritMedical MMSI ... 32 74.32 +0.33 ... 17.00 3.27 Merlin MRLN ... dd 3.47 –0.12 ... 113.99 55.45 MesaLabs MLAB .7 81 97.50 –0.44 .16 10.05 9.87 MeshflowAcqn MESH ... ... 10.02 +0.01 ... 21.50 12.66 Mesoblast MESO ... dd 15.31 –2.01 ... 796.25 520.26 MetaPlatforms META .4 22 595.19 –50.82 .525 3.95 1.13 Metagenomi MGX ... dd 1.21 –0.03 ... 66.75 32.00 Methanex MEOH 1.3 dd 55.86 +1.05 .185 37.46 24.53 MetroCityBkshs MCBS 3.2 13 36.57 +0.19 .29 105.91 48.52 MicrochipTech MCHP 2.3 cc 78.86 –2.10.455 1255.00 103.38 MicronTech MU .1 21 920.95 +72.00 .15 555.45 349.20 Microsoft MSFT 1.0 23 381.70 –12.12 .91 13.95 0.78 Micware MWC ... 8 1.57 –0.20 ... 37.53 26.50 MidPennBancorp MPB 2.5 13 37.17 +1.73 .23 13.34 9.34 MidCapFin MFIC13.0 cc 9.52 –0.26 .31 148.54 89.14 Middleby MIDD ... dd 133.88 +0.66 ... 62.18 44.17 MiddlesexWater MSEX 2.6 23 56.19 –1.25 .36 48.86 33.00 MideraFood MFP ... ... 47.20 +5.33 ... 32.51 14.24 MidlandStBncp MSBI 4.0 20 32.25 +1.13 .32 3.06 1.00 MilestonePharm MIST ... dd 1.16 –0.03 ... 23.18 13.77 MillerKnoll MLKN 3.4 17 22.08 +0.26.1875 100.75 39.01 MillicomIntl TIGO 3.2 13 94.54 –3.80 .75 10.15 9.88 MilunaAcqnA MMTX ... cc 10.10 –0.01 ... 1.50 0.85 MindCTI MNDO ... 7 1.02 –0.01 ... 47.65 12.59 MineralysTherap MLYS ... dd 26.71 –0.38 ... 20.48 10.65 MiniMed MMED ... ... 16.83 –0.10 ... 130.00 50.25 MirumPharm MIRM ... dd 113.03 –5.83 ... 15.53 10.07 MissionProduce AVO ... 39 12.42 –1.17 ... 15.29 10.19 MobiaMedical MOBI ... ... 10.85 –1.30 ... 4.07 1.29 MobileInfr BEEP ... dd 1.73 –0.21 ... 17.12 6.47 Mobileye MBLY ... dd 8.05 –1.17 ... 85.60 22.28 Moderna MRNA ... dd 54.07 –7.75 ...
N
O
S
BARRONS.COM/DATA NASDAQ ISSUES
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
5.36 3.41 MolecularPtrs MOLN ... dd 3.89 –0.01 ... 135.93 88.13 MonarchCasino MCRI 1.0 19 119.54 –3.49 .30 296.46 57.50 monday.com MNDY ... 34 77.43 –1.26 ... 70.61 51.20 Mondelez MDLZ 3.3 30 60.52 –0.48 .50 2.40 0.78 MoneyHero MNY ... dd .96 –0.01 ... 444.72 198.47 MongoDB MDB ... dd 298.22 –14.11 ... 1714.09 702.56 MonolithicPower MPWR .6 96 1333.81 +21.812.00 23.91 12.26 Monro MNRO 6.7 cc 16.79 –0.17 .28 100.34 58.09 MonsterBev MNST ... 45 93.49 –4.01 ... 25.77 4.12 MonteRosaTherap GLUE ... dd 22.78 –1.78 ... 289.63 141.49 Morningstar MORN 1.2 18 172.61 +0.13 .50 18.12 9.29 MotorcarParts MPAA ... 25 13.79 –0.21 ... 8.74 2.68 MountLoganCap MLCI 3.8 dd 3.16 –0.17 .03 9.95 9.92 MountainCrestAcqn6 MCAH ... ... 9.95 +0.01 ... 0.27 0.24 MountainCrestAc6Rt MCAHR ... ... .27 +0.02 ... 11.20 9.40 MountainLakeII MLAA ... ... 9.95 +0.01 ... 9.99 9.78 MuzeroAcqn MUZE ... ... 9.95 –0.01 ... 8.59 3.53 MyriadGenetics MYGN ... dd 5.61 –0.57 ...
48.12 29.27 Napco Security NSSC 1.7 35 35.74 –0.38 .15 53.33 39.20 NBT Bancorp NBTB 2.8 15 52.38 –0.07 .37 175.00 83.10 NICE NICE ... 11 90.26 –9.89 ... 69.00 4.20 NIP NIPG ... dd 15.50 +10.72 ... 43.36 34.84 NMI Holdings NMIH ... 9 42.75 –0.26 ... 10.31 9.90 NMP Acqn NMP ... 68 10.30 +0.01 ... 0.35 0.14 NMPAcqnRt NMPAR ... ... .17 –0.06 ... 4.44 1.10 NN NNBR ... dd 3.53 +0.35 ... 23.00 11.01 NRCHealth NRC 3.0 54 21.04 –0.74 .16 152.03 40.01 NWPX Infra NWPX ... 30 129.31 –8.89 ... 339.95 183.00 NXP Semicon NXPI 1.5 26 269.24 +2.711.014 8.00 0.91 NamibMinerals NAMM ... dd 1.52 +0.09 ... 8.10 1.58 NanoLabs NA ... 2 1.93 +0.16 ... 5.40 0.73 NanoXImaging NNOX ... dd .90 –0.22 ... 57.14 5.93 Nanobiotix NBTX ... dd 39.70 +1.91 ... 101.79 76.55 Nasdaq NDAQ 1.3 27 92.09 +0.45 .31 288.04 131.81 Natera NTRA ... dd 261.99 –9.40 ... 113.86 88.67 Nathan's NATH 2.0 20 98.18 +2.13 .50 47.85 30.01 NationalBeverage FIZZ .0 16 30.70 –0.37 3.25 5.09 2.78 NatlCineMedia NCMI 3.2 dd 3.77 –0.01 .03 30.02 14.75 NationalVision EYE ... 35 19.92 –0.81 ... 4.96 2.09 NaturalAlt NAII ... dd 2.40 +0.18 ... 28.22 8.11 Navan NAVN ... dd 23.20 –2.76 ... 14.29 7.33 Navient NAVI 7.8 dd 8.23 –0.42 .16 34.17 5.44 NavitasSemi NVTS ... dd 10.92 –0.54 ... 76.86 39.17 Nayax NYAX ... 89 69.62 +5.26 ... 33.92 13.80 nCino NCNO ... cc 16.56 –1.29 ... 299.86 50.00 Nebius NBIS ... 63 187.77 +10.06 ... 11.43 4.56 Neogen NEOG ... dd 9.40 –0.87 ... 12.99 3.01 NeOncTech NTHI ... dd 3.43 –0.03 ... 14.98 8.11 NeostellarCap NSLR .0 1 9.90 –0.30 .25 16.24 7.33 NerdWallet NRDS ... 10 8.88 –0.38 ... 192.83 93.69 NetApp NTAP 1.2 26 167.74 +3.86 .52 159.55 106.06 NetEase NTES 2.5 16 119.55 –11.74 1.16 126.71 65.08 Netflix NFLX ... 22 70.09 +1.14 ... 36.86 19.00 Netgear NTGR ... dd 24.93 +2.50 ... 45.28 20.39 NetScout NTCT ... 31 40.00 –1.30 ... 27.99 7.67 Netskope NTSK ... dd 11.53 –2.06 ... 3.65 0.83 NeumoraTherap NMRA ... dd 1.49 –0.12 ... 21.40 3.19 NeuphoriaTherap NEUP ... 3 3.64 +0.23 ... 181.18 122.14 Neurocrine NBIX ... 27 175.77 +4.89 ... 43.66 15.93 Neurogene NGNE ... dd 34.90 –2.41 ... 4.85 0.80 Neuronetics STIM ... dd 1.73 +0.11 ... 19.60 7.56 NeuroPace NPCE ... dd 14.81 –1.27 ... 28.99 23.87 Neutron LIME ... ... 28.23 +2.02 ... 9.45 0.32 NewEraEner NUAI ... dd 4.78 +0.70 ... 4.32 0.32 NewFortressEn NFE ... dd .35 ... ... 10.78 6.73 NewMtnFin NMFC14.6 dd 6.84 –0.27 .25 10.51 10.07 NewProvidenceIII NPAC ... 44 10.39 –0.01 ... 42.21 21.14 NewAmstPharma NAMS ... dd 29.64 –2.04 ... 6.64 3.07 NewellBrands NWL 5.5 dd 5.08 –0.15 .07 11.60 10.16 NewHoldInvtIII NHIC ... 57 10.81 +0.12 ... 11.50 9.80 NewHoldInvtIVA NHIV ... ... 10.10 +0.02 ... 19.84 13.25 Newmark NMRK 1.6 19 15.39 –0.21 .06 31.61 22.20 NewsCorp A NWSA .7 36 26.76 –1.67 .10 35.58 25.49 NewsCorp B NWS .7 40 30.19 –2.23 .10 15.69 9.59 NewtekOne NEWT 5.3 6 14.43 –0.77 .19 254.30 154.47 NexstarMedia NXST 4.1 40 183.31 –0.40 1.86 15.74 1.55 NextCure NXTC ... dd 4.24 –1.75 ... 163.13 52.61 Nextpower NXT ... 26 100.03 –3.07 ... 11.56 5.60 NexxenIntl NEXN ... 32 9.82 –0.34 ... 9.48 1.52 9F JFU ... 1 2.26 +0.13 ... 9.34 5.03 908Devices MASS ... dd 7.14 –0.21 ... 5.67 1.93 NiuTech NIU ... dd 2.57 –0.05 ... 3.72 1.70 Nkarta NKTX ... dd 2.27 –0.33 ... 86.95 18.62 nLIGHT LASR ... dd 70.02 +0.77 ... 16.65 3.57 Noodles NDLS ... dd 15.36 +4.25 ... 307.74 207.08 Nordson NDSN 1.1 32 295.77 +6.79 .82 142.31 80.75 NortheastBank NBN .0 11 129.24 –3.24 .01 10.03 7.14 NorthernTechsIntl NTIC .0 dd 8.04 –0.05 .01 191.60 121.12 NorthernTrust NTRS 1.9 15 180.52 ... .88 30.82 19.60 NorthrimBanCorp NRIM 2.4 9 27.09 –0.75 .16 15.72 11.25 NorthwestBcshs NWBI 5.2 16 15.40 –0.13 .20 75.18 51.92 NorthWesternEner NWE 3.7 27 72.86 +0.80 .67 32.97 23.70 NorwoodFin NWFL 3.9 11 32.63 +1.30 .32 615.99 232.73 Nova NVMI ... 55 437.98 +0.52 ... 6.79 1.46 NovaBridgeBio NBP ... dd 1.77 –0.01 ... 171.85 98.27 Novanta NOVT ... cc 141.54 –7.17 ... 11.97 6.20 Novavax NVAX ... dd 7.46 –0.75 ... 21.45 9.82 Novocure NVCR ... dd 17.65 +1.73 ... 3.86 0.40 Novonix NVX ... dd .41 ... ... 25.09 8.20 NurixTherap NRIX ... dd 23.38 +0.26 ...
82.42 34.01 Nutanix NTNX ... 58 55.04 –0.04 ... 236.54 164.07 NVIDIA NVDA .5 32 206.84 +4.03 .25 8.59 1.26 Nyxoah NYXH ... dd 1.40 –0.17 ...
90.00 5.15 OBOOK OWLS ... ... 5.45 –0.10 ... 75.45 9.25 OddityTech ODD ... 19 15.34 –0.98 ... 8.99 2.72 OFSCapital OFS 20.8 dd 3.27 –0.23 .17 134.92 44.56 ON Semi ON ... 62 86.81 –0.56 ... 16.00 12.41 OP Bancorp OPBK 3.6 8 15.66 +0.68 .14 1.61 0.98 OPKOHealth OPK ... dd 1.22 +0.03 ... 108.72 82.59 O'ReillyAuto ORLY ... 29 87.40 +1.35 ... 311.72 197.27 OSI Systems OSIS ... 25 216.70 +4.04 ... 10.19 9.97 OTGAcqnI OTGA ... 77 10.17 ... ... 10.74 10.30 OaktreeAcqIIILife OACC ... 37 10.71 +0.01 ... 14.50 10.63 OaktreeSpec OCSL12.8 21 11.68 –0.47 .34 18.84 8.01 Oatly OTLY ... dd 13.37 +3.33 ... 20.61 16.09 OceanFirstFin OCFC 4.1 17 19.56 –0.36 .20 30.00 15.41 OctaveIntel OCTV ... ... 16.32 –0.13 ... 16.44 6.23 OcularTherapeutix OCUL ... dd 8.51 –0.47 ... 34.48 10.52 Oculis OCS ... dd 11.13 –1.06 ... 54.96 31.61 OhioValleyBanc OVBC 2.4 13 42.14 –1.52 .25 157.00 62.66 Okta OKTA ... cc 138.50 –10.85 ... 252.03 126.01 OldDomFreight ODFL .5 49 232.99 –0.85 .29 27.32 19.39 OldNatlBncp ONB 2.2 12 26.49 –0.25 .145 24.21 16.43 Old2ndBcp OSBC 1.2 14 24.03 +0.39 .07 36.26 4.47 OlemaPharm OLMA ... dd 11.70 +0.23 ... 141.74 60.29 Ollie'sBargain OLLI ... 16 66.31 –0.20 ... 26.92 10.28 OmadaHealth OMDA ... dd 20.53 –3.17 ... 37.92 25.58 OmegaFlex OFLX 4.6 22 29.55 –0.33 .34 17.65 3.44 Omeros OMER ... 11 9.79 +0.10 ... 2.79 1.30 OmniAb OABI ... dd 2.03 –0.09 ... 55.00 27.77 Omnicell OMCL ... 93 41.00 –4.87 ... 7.10 2.89 1-800-FLOWERS FLWS ... dd 3.82 –0.29 ... 11.17 2.48 111 YI ... dd 3.80 +0.17 ... 10.63 10.13 1RTAcqn ONCH ... 52 10.32 +0.03 ... 6.62 2.50 1stdibs.com DIBS ... dd 4.11 –0.48 ... 10.33 9.50 OneIMAcqn OIM ... ... 10.13 +0.02 ... 17.92 8.12 OneWaterMarine ONEW ... dd 12.87 –0.61 ... 5.38 1.91 OnKureTherap OKUR ... dd 4.12 –0.08 ... 3.15 1.18 OpenLending LPRO ... dd 3.15 +0.01 ... 39.90 19.77 OpenText OTEX 4.9 11 22.37 –0.90 .275 10.87 1.70 OpendoorTech OPEN ... dd 3.84 –0.67 ... 21.06 11.71 Opera OPRA 4.2 15 18.48 –0.88 .40 7.33 4.03 OportunFin OPRT ... 15 5.59 –0.41 ... 27.98 4.02 OpticalCable OCC ... cc 14.41 –0.32 ... 36.80 18.01 OptionCare OPCH ... 17 21.66 –0.08 ... 4.58 2.08 OraSureTechs OSUR ... dd 3.97 +0.10 ... 5.42 2.20 OrchestraBioMed OBIO ... dd 3.74 +0.06 ... 2.24 0.85 Organigram OGI ... dd .93 +0.03 ... 14.93 7.23 OricPharm ORIC ... dd 12.10 +1.37 ... 16.99 8.85 OrthofixMed OFIX ... dd 11.25 –0.33 ... 23.70 14.42 OrthoPediatrics KIDS ... dd 18.87 –0.34 ... 97.78 12.84 OrukaTherap ORKA ... dd 92.16 –0.54 ... 95.00 74.15 OtterTail OTTR 2.5 14 92.34 –0.49.5775 38.50 0.43 OurBond OBAI ... dd .46 –0.10 ... 63.79 16.40 Ouster OUST ... dd 34.04 –3.00 ... 19.38 3.00 OutsetMedical OM ... dd 4.04 –0.16 ... 19.05 8.01 OxfordLane OXLC28.2 dd 8.50 –0.27 .20 2.42 1.05 OxfordSquare OXSQ29.2 dd 1.44 –0.02 .035 10.26 9.93 OxleyBridgeAcqn OBA ... 65 10.26 ... ... 10.34 9.98 OysterEntsII OYSE ... 44 10.31 ... ... 0.23 0.11 OysterEntsIIRt OYSER ... ... .12 ... ...
P Q
16.60 7.15 PAMT PAMT ... dd 16.22 +1.38 ... 30.84 19.70 PCBBancorp PCB 3.1 10 28.08 –1.73 .22 82.38 54.97 PCConnection CNXN 1.0 24 81.23 +2.26 .20 139.41 71.94 PDD PDD ... 9 82.66 –1.48 ... 71.69 18.12 PDFSolutions PDFS ... cc 50.98 –0.16 ... 22.36 11.65 PENNEntmt PENN ... dd 20.48 –0.09 ... 1.88 1.02 PMV Pharm PMVP ... dd 1.24 –0.10 ... 22.55 10.25 PRAGroup PRAA ... dd 16.98 –1.14 ... 60.57 16.67 ProceptBio PRCT ... dd 16.69 –2.53 ... 219.69 108.50 PTC PTC ... 11 118.52 –5.85 ... 90.87 43.18 PTC Therap PTCT ... dd 76.82 –1.77 ... 133.90 92.25 Paccar PCAR 1.1 28 132.24 +6.04 .35 2.73 1.09 PacBiosciCA PACB ... dd 1.36 –0.08 ... 27.64 18.80 PaciraBioSci PCRX ... cc 25.88 +0.27 ... 207.52 106.37 PalantirTech PLTR ... cc 122.92 –9.46 ... 10.73 4.14 PalladyneAI PDYN ... dd 4.94 +0.06 ... 368.80 139.57 PaloAltoNtwks PANW ... cc 323.79 –34.89 ... 9.95 9.84 PalomaAcqnI PALO ... ... 9.92 +0.02 ... 147.62 100.81 Palomar PLMR ... 19 137.56 +2.12 ... 161.38 34.57 PalvellaTherap PVLA ... dd 138.01 –19.23 ... 11.39 10.19 PantagesCapAcqn PGAC ... 53 10.71 +0.02 ... 0.38 0.12 PantagesCapAcqnRt PGACR ... ... .17 ... ... 55.74 29.55 PapaJohn's PZZA 6.1 36 30.37 –2.49 .46 34.47 24.51 ParabilisMedicines PBLS ... ... 31.28 +1.73 ... 20.86 8.17 ParamountSkydance PSKY 2.4 dd 8.21 –0.54 .05 39.69 15.52 Park-Ohio PKOH 1.3 22 38.47 +0.71 .125 101.26 65.87 PathwardFinl CASH .2 11 85.90 –3.86 .05 17.80 10.56 PatriaInvts PAX 5.7 20 10.80 –0.21.1625 148.50 81.29 PatrickIndustries PATK 2.2 22 84.50 –3.59 .47 10.10 9.74 PatriotAcqn PTAC ... ... 9.90 +0.01 ... 2.00 0.86 PatriotNatBncp PNBK ... dd 1.12 –0.07 ... 29.80 8.92 Pattern PTRN ... dd 22.17 –5.94 ... 13.08 5.10 PattersonUTIEn PTEN 3.9 dd 10.20 +0.18 .10 148.11 85.45 Paychex PAYX 4.2 23 113.55 –0.84 1.19 197.78 92.99 Paylocity PCTY ... 27 125.27 –0.73 ... 7.67 4.08 Payoneer PAYO ... 36 7.12 ... ... 79.50 38.46 PayPal PYPL 1.0 11 56.15 –0.41 .14 24.89 12.07 PayPay PAYP ... ... 15.51 –0.12 ...
49.14 24.42 PeapackGladFin PGC .4 19 46.38 +0.28 .05 68.10 25.10 Pegasystems PEGA .4 15 26.82 –5.34 .03 9.20 3.65 Peloton PTON ... cc 6.08 –0.04 ... 89.86 16.04 PenguinSolutions PENG ... cc 53.85 –6.56 ... 42.55 21.73 Pennant PNTG ... 48 41.16 –0.79 ... 48.32 29.56 People PPLI ... 31 41.69 –2.84 ... 40.50 27.49 PeoplesBncpOH PEBO 4.2 12 40.31 +0.92 .42 45.78 26.81 PeoplesBncpNC PEBK 2.0 12 43.02 +0.48 .21 70.54 43.64 PeoplesFinSvcs PFIS 3.6 12 69.44 +0.71 .625 7.80 1.01 PepGen PEPG ... dd 1.93 –0.32 ... 171.48 133.73 PepsiCo PEP 4.3 18 136.64 –0.48 1.48 38.50 26.66 PerdoceoEduc PRDO 2.0 12 30.36 –1.30 .15 25.93 14.54 PerellaWeinberg PWP 1.8 65 15.67 –0.22 .07 10.67 10.14 PerimeterAcqnI PMTR ... 47 10.43 ... ... 11.43 7.63 PerionNetwork PERI ... dd 9.32 –0.05 ... 36.72 20.92 Perma-PipeIntl PPIH ... 15 25.11 –0.31 ... 16.39 3.84 Personalis PSNL ... dd 11.78 –3.61 ... 4.34 2.24 PetcoHealth WOOF ... cc 2.61 –0.05 ... 4.10 1.57 PetMedExpress PETS ... dd 1.99 +0.02 ... 21.34 9.54 Pharming PHAR ... 73 12.62 –0.86 ... 36.60 19.12 Pharvaris PHVS ... dd 34.17 –0.77 ... 18.31 8.03 PhathomPharm PHAT ... dd 11.44 +0.50 ... 53.00 38.30 Phenixfin PFX .0 dd 43.42 –2.48 .07 60.08 25.58 PhibroAnimal PAHC 1.4 15 34.03 +0.72 .12 44.38 32.84 PhillipsEdison PECO 3.0 40 43.53 –0.48.1083 56.00 19.17 Photronics PLAB ... 11 30.33 +1.48 ... 19.95 8.32 PicS PICS ... cc 11.85 +0.33 ... 50.56 26.50 Pilgrim'sPride PPC .0 8 28.68 –0.43 2.10 10.29 9.94 PioneerAcqnIA PACH ... 48 10.27 –0.02 ... 24.87 15.69 PlainsAllAmPipe PAA 6.8 18 24.60 +0.73.4175 26.65 16.68 PlainsGP PAGP 6.3 29 26.45 +0.84.4175 2.75 1.08 Playboy PLBY ... dd 1.22 +0.05 ... 4.93 2.64 Playtika PLTK .0 dd 3.68 –0.34 .10 307.06 115.35 Plexus PLXS ... 37 254.45 +3.82 ... 1.95 1.05 PliantTherap PLRX ... dd 1.09 –0.06 ... 12.00 10.27 PlumAcqnIVA PLMK ... 42 10.61 +0.02 ... 42.60 11.75 PolestarAuto PSNY ... dd 13.68 –1.23 ... 13.48 5.21 Polibeli PLBL ... ... 7.55 –0.31 ... 115.74 0.63 PomDoctor POM ... ... .71 –0.42 ... 20.74 13.71 PonceFinl PDLB ... 15 20.20 –0.05 ... 0.25 0.20 PonoCapFourRt PONOR ... ... .20 –0.01 ... 24.92 6.37 PonyAI PONY ... dd 7.13 +0.47 ... 345.00 172.68 Pool POOL 2.8 17 183.77 –17.40 1.30 175.12 108.74 Popular BPOP 1.7 12 171.73 –0.02 .75 11.37 3.78 Portillo's PTLO ... 20 4.35 –0.32 ... 328.00 69.00 PowellIndustries POWL .2 45 232.21 –0.58 .09 91.18 30.86 PowerIntegrations POWI 1.4 cc 63.46 –6.99 .215 2.55 0.45 PowerBank PBK ... dd .52 –0.06 ... 5.88 2.78 PowerFleet AIOT ... dd 3.73 –0.50 ... 10.04 9.77 PraetorianAcqn PTOR ... ... 10.00 ... ... 366.52 37.19 PraxisPrecision PRAX ... dd 325.30 +10.89 ... 6.04 1.54 Precigen PGEN ... dd 5.40 +0.45 ... 112.26 81.50 PreferredBkLA PFBC 3.1 9 102.96 –4.43 .80 414.35 139.04 PreformedLine PLPC .3 45 311.22 –16.21 .21 5.69 0.75 PreludeTherap PRLD ... dd 3.83 –0.37 ... 23.63 7.18 Prenetics PRE ... dd 18.74 +0.45 ... 199.84 104.11 PriceSmart PSMT .8 36 186.24 +0.24 .70 6.94 2.67 PrimeMedicine PRME ... dd 2.95 –0.18 ... 16.77 9.55 PrimisFinl FRST 2.6 7 15.34 –0.82 .10 41.15 29.70 PrincetonBncp BPRN 3.4 11 40.85 +2.29 .35 114.90 75.00 PrincipalFinl PFG 3.0 16 109.40 –4.55 .82 28.82 18.77 PriviaHealth PRVA ... cc 25.50 –1.40 ... 10.49 9.01 ProCapAcqnA PCAP ... 43 10.31 +0.01 ... 10.70 1.31 ProCapFinl BRR ... dd 1.78 –0.22 ... 10.15 9.83 ProemAcqnI PAAC ... ... 9.96 ... ... 10.97 4.85 ProficientAuto PAL ... dd 6.84 –0.27 ... 8.30 3.08 ProFrac ACDC ... dd 4.26 –0.54 ... 51.28 23.82 ProgressSoftware PRGS ... 18 37.85 –2.70 ... 33.07 16.10 Progyny PGNY ... 41 31.19 –0.74 ... 3.48 2.11 ProspectCapital PSEC19.8 dd 2.12 –0.13 .035 143.29 50.49 ProtagonistTherap PTGX ... dd 136.11 –4.80 ... 7.82 2.97 ProtaraTherap TARA ... dd 4.02 –0.08 ... 11.80 6.54 Prothena PRTA ... dd 8.75 +0.09 ... 17.42 14.95 ProvidentFin PROV 3.3 19 17.22 +0.01 .14 15.15 7.01 PublicPolicy PPHC 5.3 ... 8.99 +0.11 .24 14.04 6.15 PubMatic PUBM ... dd 12.52 –0.21 ... 3.86 1.13 Pulmonx LUNG ... dd 1.17 –0.23 ... 8.75 3.03 PumaBiotech PBYI ... 17 7.98 –0.55 ... 31.50 6.12 PurpleInnovation PRPL ... dd 7.63 +0.39 ... 5.55 0.97 PyxisOncology PYXS ... dd 2.61 +0.25 ... 101.42 66.65 QCRHoldings QCRH .4 12 100.15 +1.55 .10 10.79 9.85 QDROAcqn QADR ... ... 9.92 ... ... 39.96 11.31 Qfin QFIN 11.5 2 13.19 +0.46 .78 109.49 74.92 Qorvo QRVO ... 24 86.51 +1.01 ... 259.92 121.99 Qualcomm QCOM 2.2 18 166.97 –4.81 .92 167.86 74.51 Qualys QLYS ... 25 137.48 –21.95 ... 8.77 2.40 Quanterix QTRX ... dd 3.67 –0.20 ... 86.79 50.10 Quantinuum QNT ... ... 52.29 –3.78 ... 18.48 4.19 Quantum QMCO ... dd 11.10 +0.47 ... 3.10 0.69 Quantum-Si QSI ... dd .77 –0.05 ... 19.07 4.81 QuantumScape QS ... dd 4.89 –0.98 ... 10.27 9.92 Quantumsphere QUMS ... cc 10.27 +0.01 ... 0.63 0.12 QuantumsphereRt QUMSR ... ... .18 +0.01 ... 10.86 10.09 QuartzseaAcqn QSEA ... 72 10.58 +0.04 ... 0.43 0.11 QuartzseaRt QSEAR ... ... .22 –0.02 ... 35.58 9.92 QuidelOrtho QDEL ... dd 16.05 –1.33 ... 909.98 15.10 QuinceTherap QNCX ... dd 17.86 –1.02 ... 18.02 10.29 QuinStreet QNST ... 13 15.15 –1.63 ... 38.00 5.40 QumulusAI QMLS ... dd 7.16 –7.12 ...
40.53 20.76 RCIHospitality RICK 1.2 dd 26.07 –0.11 .08 32.50 17.26 RCMTech RCMT ... 13 27.63 –0.06 ... 16.19 5.46 REGENXBIO RGNX ... dd 9.73 –0.16 ... 11.44 10.56 RFAcqnII RFAI ... 80 11.08 +0.01 ... 0.24 0.06 RFAcqnIIRt RFAIR ... ... .12 +0.01 ... 9.98 9.77 RFAcqnIII RFAM ... ... 9.90 ... ... 0.15 0.09 RFAcqnIII Rt RFAMR ... ... .12 ... ... 22.30 5.54 RFIndustries RFIL ... cc 12.46 –0.68 ... 27.99 19.68 RGCResources RGCO 4.0 16 22.00 –2.48.2175 9.90 9.80 RMGMLSports SHOT ... ... 9.80 –0.02 ... 0.18 0.15 RMGMLSportsRt SHOTR ... ... .16 –0.02 ... 9.92 9.86 RREVentures RREV ... ... 9.90 ... ... 8.60 0.39 RackspaceTech RXT ... dd 3.94 –0.21 ... 85.84 50.76 RadNet RDNT ... dd 61.57 –0.62 ... 32.79 21.68 Radware RDWR ... 68 29.51 –0.78 ... 57.80 10.31 RamacoRscsA METC ... dd 10.35 –1.31 ... 21.22 7.27 RamacoRscsB METCB 9.7 dd 7.27 –0.73.1489 174.10 62.81 Rambus RMBS ... 46 96.01 –5.43 ... 0.68 0.15 RangeCapAcqnRt RANGR ... ... .26 ... ... 10.16 9.90 RangeCapitalAcqnII RNGT ... 86 10.12 ... ... 3.87 0.44 RaniTherap RANI ... dd .85 +0.15 ... 23.02 4.97 Rapid7 RPD ... 28 9.49 –2.71 ... 44.28 13.62 RapportTherap RAPP ... dd 40.68 –1.94 ... 17.39 5.00 RealReal REAL ... dd 11.13 –0.08 ... 7.18 2.77 RecursionPharm RXRX ... dd 2.96 +0.02 ... 100.80 58.12 RedRiverBcshs RRBI 1.0 15 99.49 +1.76 .25 8.26 2.46 RedRobin RRGB ... dd 7.22 +0.21 ... 68.99 50.52 RedRockResorts RRR 1.6 21 63.92 –0.83 .26 83.66 66.86 RegencyCtrs REG 3.7 28 82.15 –0.53 .755 821.11 541.00 RegenPharm REGN .6 16 656.01 –20.68 .94 31.50 18.20 Regis RGS ... 1 27.98 –1.63 ... 20.79 3.03 RelayTherap RLAY ... dd 18.44 –1.47 ... 25.75 12.08 RemitlyGlobal RELY ... 46 22.53 –1.60 ... 12.20 10.26 RenatusTacticalI RTAC ... 48 10.48 –0.08 ... 8.24 4.39 ReNewEnergy RNW ... 19 6.15 –0.14 ... 10.13 2.88 RenttheRunway RENT ... 0 3.01 –0.15 ... 175.77 100.99 Repligen RGEN ... cc 131.96 –15.29 ... 12.50 1.50 Replimune REPL ... dd 9.70 –0.53 ... 26.70 15.37 RepublicAirways RJET ... 5 17.29 +0.08 ... 94.31 63.97 RepublicBcpKYA RBCAA 2.1 14 93.63 +2.72.495 10.43 9.77 RepublicDigA RDAG ... 38 10.35 ... ... 13.39 7.07 ReservoirMedia RSVR ... 85 10.63 +0.41 ... 5.95 3.06 ResourcesConnect RGP 7.4 dd 3.77 –0.87 .07 193.83 34.00 RevolutionMed RVMD ... dd 189.23 +3.07 ... 27.32 20.44 ReynoldsCnsmr REYN 3.6 16 25.61 –0.63 .23 8.45 2.05 RezolveAI RZLV ... dd 2.24 –0.07 ... 122.20 74.50 RhythmPharm RYTM ... dd 102.10 –4.50 ... 4.24 1.80 RibbonComms RBBN ... 12 2.01 –0.19 ... 23.15 9.37 RichardsonElec RELL 1.3 41 17.96 +0.78 .06 52.24 19.51 RigelPharm RIGL ... 2 36.74 –3.80 ... 4.93 2.87 RiminiStreet RMNI ... 12 4.41 –0.23 ... 6.22 4.74 RiverviewBncp RVSB 1.5 dd 5.28 ... .02 22.69 11.57 Rivian RIVN ... dd 15.84 –1.62 ... 2.56 0.81 Roadzen RDZN ... dd 1.19 +0.03 ... 153.86 63.52 Robinhood HOOD ... 46 94.91 –5.05 ... 151.00 37.57 RocketLab RKLB ... dd 63.91 –3.71 ... 5.45 2.53 RocketPharm RCKT ... dd 3.19 –0.25 ... 48.70 22.61 RockyBrands RCKY 3.7 16 40.37 –0.57 .17 37.00 10.90 RoivantSciences ROIV ... dd 35.01 +0.50 ... 148.88 78.53 Roku ROKU ... cc 141.97 –2.46 ... 10.60 10.25 RomanDBDRII DRDB ... 61 10.59 +0.02 ... 129.53 40.91 Root ROOT ... 18 57.95 –1.68 ... 564.68 305.96 RoperTech ROP 1.0 15 367.34 +4.20 .91 242.81 134.37 RossStores ROST .7 33 238.89 +5.43.445 306.25 150.75 RoyalGold RGLD .9 24 200.96 +11.79 .475 59.72 34.08 RoyaltyPharma RPRX 1.6 31 58.83 +0.65 .235 11.23 5.19 RunwayGrowthFin RWAY24.6 dd 5.36 –0.27 .33 80.17 45.67 RushEntA RUSHA 1.0 23 76.57 –0.32 .19 79.13 47.71 RushEntB RUSHB 1.0 23 76.03 +0.29 .19 13.22 4.48 RxSight RXST ... dd 5.19 –0.36 ... 74.24 53.14 Ryanair RYAAY 1.2 14 56.85 –5.72.4545
46.59 5.77 SanuwaveHealth SNWV ... 18 5.93 –0.46 ... 52.12 34.01 S&TBancorp STBA 2.9 14 51.79 +1.82 .37 240.14 162.41 SBAComm SBAC 2.9 18 173.57 –12.12 1.25 5.07 2.78 SBCMedical SBC ... 8 3.06 –0.02 ... 10.65 2.00 Schmid SHMD ... dd 4.12 –0.14 ... 10.11 9.90 SCIIAcqnA SCII ... ... 10.08 –0.01 ... 0.30 0.17 SCIIAcqnRt SCIIR ... ... .19 +0.01 ... 8.71 1.99 SEALSQ LAES ... dd 2.43 –0.11 ... 102.29 75.08 SEIInvestments SEIC 1.0 18 99.22 –0.03 .52 21.89 11.48 SI-BONE SIBN ... dd 16.62 –0.76 ... 9.62 3.03 SIGATech SIGA .0 11 3.11 –0.33 .60 194.80 145.57 SKhynix SKHY ... 21 154.57 +0.54 ... 33.49 17.77 SLM SLM 2.1 7 24.29 –1.05 .13 16.83 12.13 SLRInvt SLRC 9.6 8 12.94 –0.18 .31 14.50 2.80 SLScience SLBT ... ... 3.12 –1.18 ... 48.40 26.42 SOLVEnergy MWH ... ... 27.27 –1.14 ... 141.98 49.04 SPSCommerce SPSC ... 25 61.16 –4.43 ... 91.07 61.40 SS&C Tech SSNC 1.5 21 73.88 +4.32 .27 36.52 11.87 SSRMining SSRM ... 26 26.86 +1.29 ... 22.55 17.17 SabraHealthcare SBRA 5.4 35 22.36 +2.25 .30 3.30 0.81 Sabre SABR ... 2 1.66 –0.07 ... 103.42 67.04 SafetyInsurance SAFT 3.6 24 103.20 +29.06 .92 13.81 8.24 SagaComm SGA 11.7 dd 8.57 –0.49 .25 11.41 4.50 Sagimet SGMT ... dd 7.07 –0.75 ... 494.71 249.32 Saia SAIA ... 44 423.68 –13.17 ... 24.00 10.30 SailPoint SAIL ... dd 14.95 –0.73 ... 6.55 2.61 SanaBiotech SANA ... dd 3.18 +0.03 ... 2354.39 40.10 Sandisk SNDK ... 50 1436.56 +81.74 ... 92.08 59.07 Sanfilippo JBSS 1.2 14 81.19 +1.72 1.05
6.46 3.40 SangomaTechs SANG ... dd 4.16 +0.06 ... 288.68 95.49 Sanmina SANM ... 44 208.43 +11.19 ... 52.68 40.89 Sanofi SNY 4.1 18 43.35 –1.312.4225 25.32 10.42 SareptaTherap SRPT ... dd 15.68 –1.54 ... 13.39 4.64 SatellosBiosci MSLE ... dd 9.78 +0.83 ... 7.01 2.43 Savara SVRA ... dd 5.51 –0.01 ... 6.57 0.25 ScageFuture SCAG ... dd .34 +0.04 ... 55.84 33.76 ScanSource SCSC ... 17 54.88 +0.09 ... 58.49 27.07 ScholarRock SRRK ... dd 47.67 –5.19 ... 48.07 21.35 Scholastic SCHL 2.3 18 43.15 –3.81 .25 23.02 10.95 Schrodinger SDGR ... dd 14.97 –0.35 ... 123.41 81.08 ScienceApplicat SAIC 1.2 13 118.99 +3.48 .37 25.49 15.00 ScribeTherapInc SCTX ... ... 21.65 ... ... 5.39 2.02 ScrippsEW SSP ... dd 2.99 –0.11 ... 35.55 27.22 SeacoastBkgFL SBCF 2.3 22 33.49 –0.40 .19 1145.00 138.30 Seagate STX .3 81 851.69 +64.03 .74 23.00 14.85 SeaportTherap SPTX ... ... 21.10 +0.25 ... 10.23 6.98 SecurityNatFin SNFCA ... 7 9.48 –0.33 ... 2.41 1.55 Seer SEER ... dd 1.97 –0.20 ... 100.40 71.75 SelectiveIns SIGI 1.8 12 96.33 –0.13 .43 177.35 46.02 Semtech SMTC ... dd 125.92 +0.96 ... 187.61 99.58 SenecaFoodsA SENEA ... 10 166.22 –3.87 ... 181.48 103.07 SenecaFoodsB SENEB ... 10 163.10 –8.13 ... 12.20 4.79 Senseonics SENS ... dd 4.86 –0.25 ... 5.34 1.60 SenstarTech SNT ... ... 1.76 +0.03 ... 38.04 10.62 Septerna SEPN ... dd 33.10 –0.30 ... 3.95 1.56 SeraPrognostics SERA ... dd 2.05 ... ... 29.98 4.92 SeresTherap MCRB ... dd 4.97 –0.37 ... 15.20 5.65 ServiceProperties SVC 2.4 dd 8.46 –0.14 .05 119.99 54.17 ServiceTitan TTAN ... dd 70.48 –5.52 ... 6.45 1.70 17Educ&Tech YQ ... dd 2.20 ... ... 8.33 0.71 ShattuckLabs STTK ... dd 7.43 –0.10 ... 17.35 9.66 ShenandoahTel SHEN 1.0 dd 11.42 +0.04 .11 13.18 4.43 ShoalsTech SHLS ... 47 9.39 –0.91 ... 26.57 14.00 ShoeStation SHOE 4.7 11 14.55 +0.06 .17 182.19 94.00 Shopify SHOP ... cc 113.75 –9.81 ... 23.92 14.93 ShoreBancshares SHBI 2.4 12 23.61 +0.43 .14 10.47 10.09 SiddhiAcqn SDHI ... cc 10.46 +0.02 ... 43.13 26.49 SierraBancorp BSRR 2.5 12 41.88 –0.24 .26 9.24 3.11 SightSciences SGHT ... dd 4.91 –0.12 ... 11.90 4.19 SilenceTherap SLN ... dd 11.02 +0.52 ... 52.95 13.34 Silicom SILC ... dd 39.72 –4.34 ... 220.90 115.51 SiliconLabs SLAB ... dd 216.88 –0.59 ... 355.00 71.35 SiliconMotion SIMO .7 54 270.90 +6.57 .50 10.16 9.86 SiliconValleyAcqn SVAQ ... ... 10.01 –0.04 ... 14.39 3.07 Silvaco SVCO ... dd 7.76 –0.18 ... 11.03 9.95 SilverPegasusA SPEG ... cc 10.30 ... ... 0.53 0.15 SilverPegasusRt SPEGR ... ... .25 –0.02 ... 16.99 9.57 SilvercrestAsset SAMG 8.4 33 9.95 ... .21 23.91 17.00 SimmonsFirstNat SFNC 3.7 dd 23.18 +0.23 .215 21.01 11.09 SimulationsPlus SLP ... 46 18.34 +0.11 ... 17.88 11.89 Sinclair SBGI 7.4 15 13.49 –0.33 .25 51.57 16.38 SionnaTherap SION ... dd 45.70 –3.71 ... 31.42 19.77 SiriusXM SIRI 3.6 12 29.80 –0.79 .27 901.81 186.49 SiTime SITM ... dd 554.46 –0.51 ... 10.50 9.21 SizzleAcqnII SZZL ... 40 10.38 ... ... 0.29 0.14 SizzleAcqnIIRt SZZLR ... ... .20 –0.02 ... 63.03 40.60 SkywardSpecIns SKWD ... 15 60.46 +1.25 ... 123.94 77.89 SkyWest SKYW ... 10 103.65 +6.42 ... 90.90 51.93 Skyworks SWKS 4.7 25 60.21 +0.86 .71 21.79 12.53 SlideInsurance SLDE ... 6 20.26 –0.24 ... 5.92 1.76 SmartSand SND .0 8 4.66 –0.11 .05 24.31 2.15 Smartbird BIRD ... dd 2.46 –0.24 ... 17.56 7.73 Smith&Wesson SWBI 3.6 36 14.64 –0.22 .13 29.81 21.08 SmithfieldFds SFD 4.8 10 26.26 +0.49.3125 10.04 9.85 SocialCommPtrs SCPQ ... ... 10.00 ... ... 32.73 14.92 SoFiTech SOFI ... 37 16.46 –0.82 ... 17.30 11.61 Sohu.com SOHU ... 2 12.87 –0.21 ... 13.64 0.85 SolStrategies STKE ... dd 1.06 –0.04 ... 81.25 23.01 SolarEdgeTech SEDG ... dd 42.60 –10.87 ... 10.30 9.94 SolariusCapA SOCA ... 70 10.30 +0.02 ... 11.45 3.79 SolidBiosci SLDB ... dd 7.83 –0.89 ... 8.86 2.05 SolidPower SLDP ... dd 2.08 –0.23 ... 90.80 40.43 SolsticeAdvMatls SOLS .5 ... 60.54 +2.16 .075 19.82 10.11 Sonos SONO ... 86 14.69 –0.42 ... 6.77 2.92 SophiaGenetics SOPH ... dd 5.72 –0.15 ... 10.88 9.81 SorenAcqn SORN ... ... 9.96 +0.02 ... 19.85 11.00 SoteraHealth SHC ... 42 17.35 –0.40 ... 22.17 5.83 SoundHoundAI SOUN ... dd 6.16 –0.11 ... 46.94 35.34 SouthPlainsFin SPFI 1.6 12 44.63 –1.33 .18 64.06 38.30 SouthernFirstBcsh SFST ... 13 61.49 –0.71 ... 79.13 47.60 SoMOBancorp SMBC 1.4 12 77.63 +0.19 .27 11.10 9.88 SpaceAssetAcqn SAAQ ... ... 10.18 –0.02 ... 225.64 110.85 SpaceX SPCX ... ... 115.07 –8.92 ... 10.02 9.85 SPACSphereAcqn SSAC ... cc 10.02 +0.02 ... 0.23 0.14 SPACSphereRt SSACR ... ... .16 +0.01 ... 13.93 10.90 SparkIAcqnA SPKL ... dd 11.94 –0.18 ... 10.45 9.90 SpartacusAcqnII TMTS ... ... 10.09 +0.03 ... 3.08 1.08 SperoTherap SPRO ... 5 1.19 –0.39 ... 19.31 9.95 SpokHoldings SPOK11.8 18 10.59 –0.05.3125 32.22 11.66 Sportradar SRAD ... 57 14.29 –0.09 ... 12.03 0.46 SportsEntGaming SEGG ... dd .63 –0.21 ... 3.70 1.08 SportsmansWrhs SPWH ... dd 1.12 –0.05 ... 10.80 9.55 SpringValleyIV SVIV ... ... 10.20 –0.03 ... 165.97 64.75 SproutsFarmers SFM ... 14 74.89 –0.89 ... 32.44 17.06 SpyGlassPharma SGP ... ... 20.49 +0.72 ... 105.09 14.51 SpyreTherapeutics SYRE ... dd 102.13 +1.90 ... 35.87 15.59 StaarSurgical STAA ... dd 23.38 –3.06 ... 8.07 4.29 Stagwell STGW ... cc 7.42 –0.09 ... 1.72 0.70 StdBioTools LAB ... dd .83 –0.06 ... 28.50 16.72 StarBulkCarriers SBLK 3.7 22 28.14 +3.24 .50 11.99 8.38 StarEquity STRR ... dd 10.85 –0.31 ...
BARRON’S 45
U
FOREIGN MARKETS NASDAQ ISSUES
T
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
V
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
W
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt.
9.68 7.01 Star STHO ... dd 9.27 –0.14 ... 109.23 77.99 Starbucks SBUX 2.4 79 103.25 –2.24 .62 32.58 8.40 Starz STRZ ... ... 24.42 –2.35 ... 10.55 6.12 StealthGas GASS ... 5 8.83 +0.30 ... 288.74 119.89 SteelDynamics STLD .9 22 247.11 +11.60 .53 10.62 10.21 StellarVCapA SVCC ... 42 10.62 +0.01 ... 77.80 38.85 StepStone STEP 2.6 dd 42.61 –0.94 .55 1005.68 244.02 SterlingInfr STRL ... 59 660.94 +22.38 ... 47.11 22.26 StevenMadden SHOO 2.0 41 42.75 –0.67 .21 5.94 2.95 StitchFix SFIX ... dd 3.58 –0.21 ... 83.83 61.51 StockYardsBncp SYBT 1.6 17 81.80 +0.66 .32 40.22 12.25 StokeTherap STOK ... dd 29.30 +0.25 ... 19.95 9.45 StoneCo STNE ... 4 10.76 –0.39 ... 94.66 35.68 StoneX SNEX ... 20 74.26 +5.60 ... 12.81 7.34 Stratasys SSYS ... dd 8.03 –0.11 ... 87.38 69.70 StrategicEd STRA 3.2 13 75.64 –0.89 .60 419.95 81.81 Strategy MSTR ... dd 91.67 –3.18 ... 92.50 57.01 Strattec STRT ... 14 85.78 +3.42 ... 32.93 15.35 StratusProp STRS .0 7 19.82 –0.905.00 252.00 7.02 Strive ASST ... dd 11.49 –0.37 ... 94.90 15.80 StructureTherap GPCR ... dd 49.12 +0.64 ... 18.48 8.71 SujaLife SUJA ... ... 10.40 +1.08 ... 14.00 10.35 SummitStateBk SSBI ... 15 13.11 –0.51 ... 30.98 12.55 SummitTherap SMMT ... dd 13.66 –0.15 ... 25.50 9.20 Suncrete RMIX ... dd 17.56 –2.02 ... 2.27 0.47 SunPower SPWR ... dd .48 –0.12 ... 22.44 9.01 Sunrun RUN ... 5 9.94 –1.91 ... 21.21 12.00 SuperHiIntl HDL ... 27 13.19 –0.14 ... 62.36 19.48 SuperMicroComp SMCI ... 16 30.10 +5.92 ... 14.59 8.30 SuperiorGroup SGC 4.5 22 12.33 –1.02 .14 59.68 32.51 SupernusPharm SUPN ... dd 46.20 –1.84 ... 24.10 11.41 SurgeryPartners SGRY ... dd 15.73 –0.26 ... 43.85 7.15 SutroBioph STRO ... dd 22.88 –0.69 ... 87.88 38.19 Symbotic SYM ... dd 40.15 –1.10 ... 149.11 58.28 Synaptics SYNA ... dd 113.00 –1.05 ... 25.59 9.42 SyndaxPharm SNDX ... dd 20.81 –1.99 ... 651.73 366.00 Synopsys SNPS ... 86 373.47 –10.81 ... 4.74 1.79 SyprisSolutions SYPR ... dd 1.90 +0.08 ...
2.14 0.50 TelaBio TELA ... dd .69 –0.04 ... 18.52 12.54 TFS Finl TFSL 6.2 56 18.19 –0.09.2825 11.35 3.57 TMCthemetals TMC ... dd 3.67 –0.07 ... 261.56 165.66 T-MobileUS TMUS 2.3 19 180.09 –12.34 1.02 70.38 36.95 TPG TPG 5.2 cc 42.83 –0.91 .59 121.17 85.22 T.RowePrice TROW 4.5 12 116.50 –0.85 1.30 5.49 1.91 TTEC TTEC ... dd 2.12 –0.04 ... 223.83 39.20 TTM Tech TTMI ... 71 131.41 –0.59 ... 1948.75 3.70 T3Defense DFNS ... dd 4.35 –0.90 ... 32.26 16.56 TWFG TWFG ... 49 26.28 –0.07 ... 5.71 2.84 Taboola TBLA ... 13 4.82 –0.46 ... 37.77 9.60 TactileSystems TCMD ... 31 27.48 –1.26 ... 10.14 9.83 Tailwind2.0A TDWD ... cc 10.04 +0.01 ... 0.36 0.11 Tailwind2.0Rt TDWDR ... ... .15 +0.02 ... 265.94 187.63 Take-TwoSftwr TTWO ... dd 231.65 –5.03 ... 451.28 301.45 TalenEnergy TLN ... dd 359.90 –12.47 ... 11.30 9.87 TalonCapitalA TLNC ... 76 10.30 +0.02 ... 29.65 9.98 TandemDiabetes TNDM ... dd 17.12 +0.04 ... 34.39 5.77 TangoTherap TNGX ... dd 26.63 –1.93 ... 85.25 38.51 TarsusPharm TARS ... dd 58.66 –1.19 ... 18.39 4.47 TaskUs TASK .0 5 5.52 –0.31 3.65 64.50 30.36 TatTechnologies TATT ... 33 41.83 +1.63 ... 11.91 10.26 TaviaAcqn TAVI ... 49 10.69 +0.02 ... 0.27 0.09 TaviaAcqnRt TAVIR ... ... .11 –0.03 ... 7.30 2.53 TayshaGene TSHA ... dd 5.52 –0.44 ... 3.13 0.53 Teads TEAD ... dd .78 –0.02 ... 9.00 3.38 TechTarget TTGT ... dd 3.40 –0.32 ... 39.53 14.39 TectonicTherap TECX ... dd 30.37 –2.23 ... 13.77 7.16 Ericsson ERIC 2.2 12 9.34 –0.48.1615 59.12 19.59 Telesat TSAT ... dd 37.47 +1.09 ... 14.39 6.28 TelixPharm TLX ... dd 10.22 –0.24 ... 8.36 2.37 Telos TLS ... dd 4.51 –0.22 ... 104.32 41.73 TempusAI TEM ... dd 42.69 ... ... 49.50 11.16 10xGenomics TXG ... dd 46.27 +2.53 ... 43.67 15.73 Tenable TENB ... dd 32.25 –7.63 ... 2.35 0.53 TenayaTherap TNYA ... dd .78 –0.04 ... 487.91 89.18 Teradyne TER .1 65 349.92 +27.57 .13 21.91 3.73 TerraInnovatum NKLR ... 1 5.05 +0.46 ... 31.50 4.38 TerrestrialEner IMSR ... dd 4.88 +0.26 ... 498.83 297.82 Tesla TSLA ... cc 313.03 –67.81 ... 43.14 25.81 TetraTech TTEK .9 19 31.71 +0.12 .072 70.00 3.64 TevogenBio TVGN ... dd 4.49 +0.28 ... 108.92 75.41 TexasCapBcshs TCBI .8 13 99.25 –5.82 .20 334.03 152.73 TexasInstruments TXN 2.0 43 279.58 –4.44 1.42 200.11 153.82 TexasRoadhouse TXRH 1.6 31 193.27 –3.76 .75 12.27 10.11 TexasVenturesIII TVA ... 57 10.52 ... ... 9.95 9.90 TexasVenturesIVA TVIV ... ... 9.91 –0.02 ... 10.36 9.75 ThayerVenturesII TVAI ... 56 10.36 +0.02 ... 0.25 0.13 ThayerVentII Rt TVAIR ... ... .17 –0.02 ... 81.65 50.20 TheBancorp TBBK ... 13 66.98 –1.42 ... 2.95 0.99 TherapeuticsMD TXMD ... cc 2.06 ... ... 21.03 10.82 TheravanceBio TBPH ... 8 16.86 –0.07 ... 206.45 76.28 ThomsonReuters TRI 2.9 27 90.15 –6.05 .655 12.28 3.08 ThredUp TDUP ... dd 5.70 –0.90 ... 23.20 3.80 TilrayBrands TLRY ... dd 3.88 –0.42 ... 45.64 30.52 TimberlandBncp TSBK 2.6 11 43.80 +0.03 .29 10.59 10.09 TitanAcqnA TACH ... 39 10.43 +0.01 ... 25.00 13.21 TitanMachinery TITN ... dd 19.98 +0.84 ... 69.97 9.81 TonixPharm TNXP ... dd 9.88 –2.55 ... 35.33 18.00 Torm TRMD16.8 9 30.28 +1.83 .70 319.94 43.12 TowerSemi TSEM ... cc 233.37 –0.73 ... 37.86 31.91 TowneBank TOWN 3.1 10 36.65 +0.09 .28
63.99 28.36 TractorSupply TSCO 3.1 16 31.02 +0.51 .24 91.45 16.70 TradeDesk TTD ... 19 17.29 –1.30 ... 147.49 91.42 Tradeweb TW .6 25 99.83 –0.07 .14 10.17 10.00 TrailblazerAcqnA BLZR ... 66 10.14 –0.01 ... 6.02 3.06 TransActTechs TACT ... dd 5.03 –0.20 ... 95.22 50.23 Transcat TRNS ... cc 84.85 –3.05 ... 10.80 10.32 TranslationalDev TDAC ... 38 10.74 +0.02 ... 156.00 60.11 TransMedics TMDX ... 17 72.26 –1.72 ... 12.87 4.72 Travelzoo TZOO ... 28 10.03 –0.91 ... 60.10 15.03 TravereTherap TVTX ... dd 57.36 +0.65 ... 7.78 1.17 TreaceMed TMCI ... dd 4.00 –0.30 ... 20.22 6.55 TreviTherap TRVI ... dd 17.54 –1.54 ... 9.90 9.82 TribecaStratAcqn BID ... ... 9.83 ... ... 0.17 0.14 TribecaStratRt BIDWR ... ... .14 ... ... 61.71 39.84 TriCoBancshares TCBK 2.5 14 58.12 –2.40 .36 45.43 30.43 TriMas TRS .4 2 40.03 –0.65 .04 87.50 47.92 Trimble TRMB ... 28 52.91 +0.19 ... 103.20 8.00 TrinityBiotech TRIB ... dd 8.45 –1.62 ... 18.12 14.13 TrinityCapital TRIN11.8 9 17.26 –0.52 .17 78.99 38.04 Trip.com TCOM ... 7 43.64 +1.19 ... 20.16 9.01 Tripadvisor TRIP ... cc 13.70 –0.88 ... 7.95 2.20 TriSalusLifeSci TLSI ... dd 4.22 –0.07 ... 5.78 2.59 trivago TRVG ... 29 5.46 –0.18 ... 19.59 6.96 TrumpMedia&Tech DJT ... dd 8.56 –1.10 ... 57.00 21.16 Trupanion TRUP ... 40 23.99 –2.71 ... 57.87 32.62 TrustcoBank TRST 2.7 16 57.35 +2.43 .38 48.00 36.05 Trustmark TRMK 2.1 12 46.61 –0.27 .25 2.57 0.79 TScanTherap TCRX ... dd .79 –0.12 ... 26.50 2.57 TurnTherap TTRX ... dd 8.54 –0.58 ... 17.39 9.84 TurtleBeach TBCH ... cc 12.04 –0.97 ... 10.38 9.84 TwelveSeasIII TWLV ... cc 10.02 +0.03 ... 0.48 0.11 TwelveSeasIIIRt TWLVR ... ... .20 +0.08 ... 24.50 8.03 TwinDisc TWIN .7 13 23.22 +0.63 .04 105.47 23.30 TwistBiosci TWST ... dd 90.27 –3.58 ... 40.65 9.96 TyraBiosciences TYRA ... dd 30.63 –1.50 ...
118.00 77.89 UFPInds UFPI 1.6 19 87.94 +2.01 .36 148.31 103.38 UMBFin UMBF 1.2 13 141.20 –4.79 .43 13.55 4.00 UPFintech TIGR ... 8 4.73 +0.12 ... 43.98 10.91 USARareEarth USAR ... dd 14.15 –1.50 ... 21.83 16.06 USCBFinancial USCB 2.1 14 21.67 +1.19 .125 141.44 94.77 USLime&Min USLM .2 24 110.99 +6.02 .06 4.19 0.78 uCloudlink UCL ... 10 .92 ... ... 714.97 443.60 UltaBeauty ULTA ... 18 475.36 –4.21 ... 144.22 21.28 UltraClean UCTT ... dd 92.75 +0.32 ... 39.89 18.29 UltragenyxPharm RARE ... dd 26.90 –2.38 ... 9.01 4.90 Ultralife ULBI ... dd 5.30 –0.21 ... 29.49 20.65 UnionBankshares UNB 5.8 10 24.80 –0.60 .36 71.50 8.73 uniQure QURE ... dd 38.97 –1.28 ... 138.77 82.42 UnitedAirlines UAL ... 11 118.27 +2.86 ... 48.22 34.10 UnitedBkshrsWV UBSI 3.2 13 47.80 +0.22 .38 54.42 25.79 UnitedFire UFCS 1.6 10 51.33 +0.24 .20 9.78 5.58 UnitedGuardian UG 7.9 15 7.62 +0.07 .30 609.35 272.12 UnitedTherap UTHR ... 20 528.47 –7.20 ... 12.94 5.30 Uniti UNIT ... 3 10.82 –0.22 ... 60.86 44.34 UnityBancorp UNTY 1.1 10 58.05 +0.80 .16 153.38 77.15 UnivDisplay OLED 2.5 18 79.27 –0.91 .50 6.81 2.69 UnvlElectronics UEIC ... dd 4.53 –0.13 ... 30.76 11.73 UnivLogistics ULH 2.7 dd 15.78 +1.49 .105 45.46 27.91 UnivestFin UVSP 2.1 13 44.10 –0.48 .23 28.03 15.82 Upbound UPBD 7.6 14 20.46 –1.70 .39 39.10 4.00 UplandSoftware UPLD ... dd 4.10 –1.28 ... 87.30 23.97 Upstart UPST ... 70 26.93 –2.58 ... 33.68 5.85 UpstreamBio UPB ... dd 6.41 –0.60 ... 22.84 7.44 Upwork UPWK ... 11 8.83 –0.23 ... 84.35 59.54 UrbanOutfitters URBN ... 13 69.97 –3.01 ... 43.93 15.86 UroGenPharma URGN ... dd 40.97 +0.74 ... 2.62 1.03 Usio USIO ... dd 1.93 –0.19 ... 75.75 53.66 UtahMedProducts UTMD 1.8 20 67.14 –2.66 .31 3.63 2.00 UTStarcom UTSI ... dd 2.39 –0.15 ... 4.62 1.42 Uxin UXIN ... dd 1.50 –0.19 ...
64.00 42.60 VEON VEON ... 7 51.01 –0.61 ... 14.48 7.10 VNET VNET ... dd 7.21 –0.18 ... 240.56 132.39 VSE VSEC .2 75 195.42 –4.19 .10 15.20 8.95 ValleyNatlBncp VLY 3.1 12 14.34 –0.61 .11 12.25 4.75 Valneva VALN ... dd 4.78 –0.22 ... 9.94 4.14 VandaPharm VNDA ... dd 5.18 –0.26 ... 14.57 6.76 VarexImaging VREX ... dd 10.92 +0.37 ... 63.90 19.70 VaronisSystems VRNS ... dd 45.74 –1.80 ... 65.00 29.08 Vaxcyte PCVX ... dd 54.66 –1.54 ... 86.63 19.29 VeecoInstr VECO ... cc 51.66 –0.61 ... 11.96 9.10 VelosAcqnIA VLOS ... 84 10.68 –0.20 ... 40.30 0.53 VenHubGlobal VHUB ... dd .70 –0.34 ... 4.39 1.39 VeraBradley VRA ... dd 3.69 –0.06 ... 56.05 19.07 VeraTherap VERA ... dd 35.45 –3.05 ... 60.91 22.92 Veracyte VCYT ... 52 56.61 –2.52 ... 27.36 1.70 VeraxaBiotech VRXA ... 8 1.80 –0.38 ... 48.75 28.95 Vericel VCEL ... cc 45.05 –1.59 ... 312.48 208.86 VeriSign VRSN 1.1 30 280.00 +2.34 .81 300.94 155.94 VeriskAnalytics VRSK 1.0 31 201.34 +0.66 .50 9.42 0.99 Veritone VERI ... dd 1.04 +0.02 ... 25.05 10.10 VersaBank VBNK .4 29 19.85 –1.30.0176 59.00 27.17 VersantMedia VSNT 4.2 6 35.38 –0.52 .375 35.80 10.21 Vertex VERX ... dd 11.87 –0.93 ... 533.67 362.50 VertexPharm VRTX ... 28 477.36 –8.29 ... 15.18 8.11 ViantTech DSP ... 74 10.70 –0.80 ... 93.03 14.12 ViaSat VSAT ... dd 71.70 +0.22 ... 17.68 8.63 Viatris VTRS 2.8 dd 17.24 –0.05 .12 60.43 9.62 ViaviSolutions VIAV ... dd 39.52 +1.36 ... 382.65 41.76 Vicor VICR ... 68 211.01 –26.61 ...
102.05 57.03 VictoryCapital VCTR 2.0 22 97.20 –1.32 .50 43.15 22.96 VikingTherap VKTX ... dd 34.79 –2.29 ... 48.21 30.08 VillageSuperA VLGEA 2.3 11 42.62 –1.87 .25 8.20 1.28 VinceHolding VNCE ... 9 5.94 –0.51 ... 13.61 9.29 VinciCompass VINP 6.7 13 9.51 –0.20 .17 5.29 2.78 VinFastAuto VFS ... dd 2.85 –0.30 ... 4.33 0.74 ViomiTech VIOT .0 3 .75 –0.08.066 51.13 35.10 ViperEnergy VNOM 5.1 dd 45.13 +0.75 .30 11.66 4.16 VirBiotech VIR ... dd 8.69 –0.74 ... 9.09 5.16 VircoMfg VIRC 1.7 dd 6.00 –0.17.025 92.74 2.18 Virtuix VTIX ... dd 2.64 –0.19 ... 15.80 2.06 VisionWave VWAV ... ... 2.96 –0.55 ... 20.55 7.49 VistanceNtwks VISN .0 dd 11.80 –0.3310.00 129.10 83.49 Visteon VC 1.3 19 103.75 –1.10 .375 85.83 31.79 VitaCoco COCO ... 36 65.97 –7.21 ... 53.13 7.95 VitalFarms VITL ... 13 13.02 –0.53 ... 37.80 5.06 VividSeats SEAT ... dd 7.01 –0.08 ... 16.61 10.66 Vodafone VOD 3.4 dd 15.15 –0.59.2766 53.00 6.50 VorBiopharma VOR ... dd 19.26 +1.17 ... 5.55 2.88 VoyagerTherap VYGR ... dd 3.10 –0.07 ... 30.00 6.90 Vroom VRM ... dd 7.09 –0.04 ... 3.36 1.00 VulcanInfrandPwrA VIP ... 6 2.45 +0.74 ...
21.73 5.02 WaveLifeSci WVE ... dd 5.81 –0.01 ... 298.90 175.38 WD-40 WDFC 1.8 35 231.33 –15.46 1.02 22.47 8.30 Webtoon WBTN ... dd 9.00 –1.43 ... 82.30 49.92 WSFSFinancial WSFS 1.0 13 79.84 ... .20 45.00 8.37 WW Intl WW ... 0 13.34 –1.23 ... 39.49 26.31 WaFd WAFD 2.9 12 36.73 –1.39 .27 135.16 95.35 Walmart WMT .9 39 109.47 –4.77.2475 30.00 10.76 WarnerBrosA WBD ... dd 25.77 –1.10 ... 35.42 23.34 WarnerMusic WMG 2.9 31 26.55 –1.78 .19 39.85 25.23 WashTrBcp WASH 5.8 13 38.39 +1.77 .56 21.03 13.08 WaterstoneFinl WSBF 3.4 12 20.06 +0.37 .17 41.47 17.26 Waystar WAY ... 34 22.51 +0.24 ...
Cheers: Software firm SAP had strong cloud revenues. Brit- ish pub stock Wetherspoons slumped, after the World Cup. Duty Bound: Trump’s renewed tariffs rattled shares of Asia’s exporters. Surging oil prices didn’t help.
Denmark -3.59
Indexes based on S&P Global Broad Market Indices
Amsterdam AEX 1090.04 –0.18 +138.75 +14.58
Athens General 2492.71 +1.86 +372.00 +17.54
Bangkok SET 1644.39 +0.33 +384.72 +30.54
Bombay Sensex 76059 –2.68 –9160.83 –10.75
Brussels Bel-20 5734.78 +1.86 +656.35 +12.92
Buenos Aires Merval 3283853 +2.62 +232237 +7.61
Copenhagen OMX20 1612.90 –3.66 +4.76 +0.30
Dublin ISEQ 13317 –1.83 +218.04 +1.66
EUROSTOXX SXXE 665.93 +0.75 +53.70 +8.77
EUROSTOXX 50 SXSE 6280.94 +0.80 +489.53 +8.45
Frankfurt DAX 25099 +1.08 +608.59 +2.49
Helsinki OMHX 13145 –0.20 +805.09 +6.52
Hong Kong HangSeng 24963 +1.63 –667.31 –2.60
Istanbul IMKB 13943 –0.27 +2682.35 +23.82
Jakarta Composite 6196.43 +0.34 –2450.51 –28.34
Johannesburg AllShare 109398 –0.16 –6434.23 –5.55
Kuala Lumpur Composite 1701.02 –1.76 +20.92 +1.24
LISBON PSI 6228.71 +2.19 +860.62 +16.03
14.88 7.20 Wealthfront WLTH ... dd 8.88 –0.38 ... 113.15 52.70 WeatherfordIntl WFRD 1.2 18 88.68 +7.98 .275 12.96 7.09 Weibo WB 7.6 6 7.73 –0.02 .61 10.37 9.67 WenAcqnA WENN ... 41 10.33 +0.01 ... 11.28 6.07 Wendy's WEN 8.0 9 6.99 –0.77 .14 2.38 0.27 WerewolfTherap HOWL ... dd .43 +0.06 ... 12.55 5.18 WeRide WRD ... dd 5.32 –0.66 ... 47.49 23.06 WernerEnterprises WERN 1.3 dd 42.42 –3.62 .14 41.31 29.18 WesBanco WSBC 3.7 12 41.25 +0.45 .38 27.87 17.31 WestBancorp WTBA 3.8 12 27.27 +0.23 .26 63.61 44.93 WestamericaBncp WABC 3.2 13 60.49 –0.87 .48 799.87 66.51 WesternDigital WDC .1 31 519.80 +42.58 .15 15.01 10.25 WestNewEngBncp WNEB 2.0 16 14.25 –0.38 .07 4.10 1.54 WestportFuelSys WPRT ... dd 1.92 ... ... 10.19 3.59 WestrockCoffee WEST ... dd 7.60 –0.08 ... 40.41 27.25 WeycoGroup WEYS 2.9 15 38.22 –0.98 .28 9.06 6.07 WhiteHorseFin WHF15.2 16 6.56 +0.08 .25 137.00 64.67 Willdan WLDN ... 20 72.63 –0.07 ... 81.54 38.00 WillisLease WLFC 2.3 13 69.05 +5.16.1333 352.79 240.61 WillisTowers WTW 1.3 17 295.11 +1.68 .96 10.50 9.86 WillowLaneIIA WLII ... ... 10.27 +0.01 ... 5.65 1.07 WiMiHologram WIMI ... 1 1.15 –0.07 ... 381.45 116.35 Wingstop WING .9 34 135.20 –7.13 .30 527.37 330.63 Winmark WINA 1.2 30 332.52 –55.58 1.02 10.47 10.00 WintergreenAcqn WTG ... 53 10.47 +0.02 ... 167.22 119.61 WintrustFinl WTFC 1.4 13 158.66 –5.64 .55 17.47 10.36 Wise WSE ... ... 11.33 –1.29 ... 19.80 4.75 WISeKey WKEY ... dd 6.27 –0.34 ... 190.93 40.16 Wix.com WIX ... dd 51.41 –0.04 ... 450.92 233.31 Woodward WWD .3 50 419.00 +26.12 .32 249.85 110.36 Workday WDAY ... 42 135.34 –9.44 ... 227.68 110.00 WorldAcceptance WRLD ... 28 204.67 +12.61 ... 134.72 92.52 WynnResorts WYNN 1.0 28 96.92 +0.28 .25
X Y Z
2.50 0.49 XCHG XCH ... dd .55 –0.12 ... 37.10 13.29 X-Energy XE ... ... 14.56 +0.54 ...
S&P Europe BMI -0.37%
Norway 3.00
Greece 1.63
Belgium 1.21
Netherlands 0.85
U.K. 0.45
Spain 0.27
Sweden -0.02
France -0.22
Finland -0.39
Germany -0.70
Italy -1.11
Switzerland -1.17
Most Recent Week’s Year-to-Date Close %Chg. Chg. %Chg.
Most Recent Week’s Year-to-Date Close %Chg. Chg. %Chg.
S&P Pan Asia BMI 2.86%
Taiwan 5.29
South Korea 4.18
Japan 3.38
Hong Kong 2.96
China 2.57
Indonesia 1.73
Australia 0.73
Singapore 0.67
Thailand 0.40
New Zealand -0.08
Philippines -0.55
Malaysia -0.58
India -1.42
MexicoCity IPC 66383 –0.38 +2074.97 +3.23
Milan FTSE AllShare 53911 –1.17 +6250.99 +13.12
Oslo Composite 2377.49 +3.40 +436.07 +22.46
Paris CAC 8372.28 +0.40 +222.78 +2.73
Santiago Selective 5517.44 +0.60 +94.50 +1.74
SaoPaulo Bovespa 174041 +0.19 +12916 +8.02
Seoul Composite 6690.62 –1.91 +2476.45 +58.76
Shanghai Composite 3814.20 +1.33 –154.64 –3.90
Shenzhen B ShareIdx 1138.34 +3.83 –126.34 –9.99
Singapore FTSESTI 5588.34 +1.43 +942.13 +20.28
Stockholm OMXS 1108.74 +0.94 +63.06 +6.03
STOXXEurope 50 SXSP 5429.15 +0.82 +511.13 +10.39
STOXXEurope 600 SXXP 644.51 +0.47 +52.32 +8.84
Sydney S&P/ASX 200 8772.30 –0.28 +57.99 +0.67
Taipel Weighted 43654 +2.30 +14691 +50.72
Tokyo Nikkei-225 64611 +0.73 +14271 +28.35
Toronto S&P/TSX 35369 +0.30 +3656.34 +11.53
Vienna ATX 6455.88 +1.43 +1129.55 +21.21
54.20 1.12 XIAO-I AIXI ... dd 1.18 –0.36 ... 23.13 14.80 XP XP 4.8 9 16.69 +0.02 .18 9.99 9.75 X3Acqn XCBE ... ... 9.95 ... ... 42.44 6.97 XanaduQuantum XNDU ... dd 10.28 +0.29 ... 3.61 2.09 XBiotech XBIT ... dd 2.27 ... ... 84.23 69.16 XcelEnergy XEL 2.9 24 81.67 +2.90.5925 21.26 6.92 Xencor XNCR ... dd 19.44 +1.97 ... 72.66 30.00 XenonPharm XENE ... dd 65.42 –2.84 ... 10.08 4.87 XerisBiopharma XERS ... cc 8.32 –0.48 ... 6.55 1.19 Xerox XRX 3.9 dd 2.58 –0.19.025 106.08 30.63 Xometry XMTR ... dd 86.31 –12.23 ... 10.00 9.76 XsollaSPAC1 XSLL ... ... 9.94 +0.01 ... 11.03 4.14 Xunlei XNET ... 0 5.52 –0.25 ... 25.00 1.70 YD Bio YDES ... ... 2.24 –0.21 ... 11.40 10.35 YHNAcqnI YHNA ... cc 10.92 +0.06 ... 0.25 0.10 YHNAcqnIRt YHNAR ... ... .12 +0.01 ... 11.50 2.79 YXT.COM YXT ... ... 3.09 –0.16 ... 34.30 28.26 YorkWater YORW 2.9 21 31.13 –0.32.228 11.88 10.09 YorkvilleAcqn MCGA ... cc 10.23 +0.02 ... 9.93 9.84 YorkvilleIntlCapA YICC ... ... 9.92 +0.06 ... 30.50 12.01 Yuanbao YB 9.3 2 13.32 –0.52 1.26 21.41 4.32 ZSquared ZSQR ... dd 5.26 +0.21 ... 41.20 15.96 ZaiLab ZLAB ... dd 19.22 –0.98 ... 352.66 199.05 ZebraTech ZBRA ... 31 259.92 –7.48 ... 44.60 13.50 ZenasBioPharma ZBIO ... dd 30.39 +0.86 ... 6.95 1.21 ZentalisPharm ZNTL ... dd 4.33 –0.78 ... 15.04 7.16 ZevraTherap ZVRA ... 4 9.53 –3.25 ... 54.97 22.45 ZiffDavis ZD ... 45 51.60 –2.38 ... 90.22 29.03 ZillowA ZG ... cc 30.68 –3.03 ... 93.88 29.23 ZillowC Z ... cc 30.76 –3.15 ... 73.34 46.19 ZionsBancorp ZION 2.6 9 69.29 –2.98 .45 114.74 69.15 ZoomComms ZM ... 13 87.99 –3.14 ... 12.51 2.54 ZoomInfoTech GTM ... 7 2.92 –0.15 ... 336.99 114.63 Zscaler ZS ... dd 142.32 –7.62 ... 31.70 13.08 Zumiez ZUMZ ... 23 18.94 +0.25 ... 29.75 11.51 Zymeworks ZYME ... dd 22.86 –1.33 ...
Source: S&P DJ Indices
BARRONS.COM/DATA TOP 500 EXCHANGE-TRADED PORTFOLIOS
NOTICE TO READERS: Listed are the top 500 ETF’s based on weekly volume.
Tick Div Name Sym Yld Last Chg. Amt.
Tick Div Name Sym Yld Last Chg. Amt.
Tick Div Name Sym Yld Last Chg. Amt.
Tick Div Name Sym Yld Last Chg. Amt.
Tick Div Name Sym Yld Last Chg. Amt.
Tick Div Name Sym Yld Last Chg. Amt.
Bats
ARKGenomicRev ARKG ... 37.81 –2.06 ... ARKInnovation ARKK ... 71.89 –3.31 ... ARK21ShrsBitcoin ARKB ... 21.28 ... ... AlphaArch1-3M BOXX ... 117.58 +0.09 ... DefTgt2XLgLUNR LUNL ... 3.31 –0.36 ... DefTgt2XLgONDS ONDL ... 7.27 +2.10 ... DefTgt2XLgSpaceX SPCU ... 8.86 –1.57 ... DefTgt2XShASTS ASTN ... 7.60 +0.03 ... DefTgt2XShSpaceX SPCQ ... 26.50 +2.87 ... DimenIntlCore2 DFIC 2.4 37.49 +0.13 .4598 DimenUSLCCore DFAL ... 49.76 –0.33 ... FTVestLadBuffer BUFR ... 36.48 –0.08 ... FTVestRising RDVI 7.1 28.82 –0.18 .2044 FidelityEthereum FETH ... 18.55 +0.19 ... FidWiseBTC FBTC ... 55.83 +0.01 ... FrankIntlLoVolHi LVHI 3.8 42.45 +0.62 .6255 GlbXUSInfrDevt PAVE .5 57.69 +1.39 .1027 GSPhysGold AAAU ... 39.96 +0.37 ... GrShr2xLgSpaceXDly SPAL ... 11.19 –1.93 ... GrShr2xShSpaceXDly SNK ... 34.27 +4.02 ... iPathS&P500VIX VXX ... 22.36 –0.12 ... iShBrdUSDHYCpBd USHY ... 36.66 –0.21 ... iShCoreMSCIEAFE IEFA ... 96.34 +0.09 ... iShUSHomeConstrn ITB ... 97.09 –0.24 ... iShEdgeMSCIMinUSA USMV ... 96.95 +0.35 ... iShEdgeMSCIUSAMom MTUM ... 306.39 +4.30 ... iShExpTechSftwr IGV ... 87.98 –4.82 ... iShFRBd FLOT ... 51.03 +0.05 ... iShIntlAggBd IAGG ... 49.75 –0.10 ... iShMSCIEurozone EZU ... 67.93 –0.04 ... iShMSCIGlbMtls PICK ... 58.03 +1.76 ... iShMSCIIndia INDA ... 48.02 –0.89 ... iShMSCIEAFEValue EFV ... 79.05 +0.58 ... iSh20+YTrBdBuy TLTW ... 21.56 –0.23 ... iShUSTreasuryBd GOVT ... 22.48 –0.15 ... iShUltShBd ICSH ... 50.50 –0.02 ... JPMBetaJapan BBJP ... 73.75 +0.66 ... Lev1XShSKHynixDly SKHZ ... 12.94 –0.44 ... Lev2XLgAAOIDly AAOG ... 2.81 –0.25 ... Lev2XLgCBRSDly CBRG ... 4.27 +0.94 ... Lev2XLgSKHynixDly SKHX ... 13.77 –0.32 ... Lev2XLgSNDKDly SNDG ... 8.94 +0.67 ... Lev2XLgSPCXDly SPCH ... 6.65 –1.18 ... Lev2XShSPCXDly SSPC ... 20.74 +2.48 ... NeosS&P500Hi SPYI 12.1 52.30 –0.77 .53 -1xShVIXFutures SVIX ... 23.33 +0.07 ... PacerUSCashCows COWZ 1.9 64.89 –0.01 .1118 ProShS&P500Arist NOBL 2.0 56.91 –0.02 .3037 ProShShtVIXST SVXY ... 56.82 +0.22 ... ProShUltVIXST UVXY ... 25.09 –0.35 ... ProShVIXSTFut VIXY ... 21.44 –0.21 ... RoundMagSeven MAGS ... 63.15 –3.76 ... RoundhillMemory DRAM ... 53.20 +0.48 ... RoundT-rex2XLgDRAM RAM ... 12.17 +0.01 ... T-REX2XInvrCRCL CRCD ... 6.12 –0.87 ... T-REX2XInvrCRWV CORD ... 8.70 –0.29 ... T-REX2XLgBMNR BMNU ... 8.83 +0.02 ... T-REX2XLgCRCL CCUP ... 1.40 +0.06 ... T-REX2XLgRDW RDWU ... 4.67 +0.17 ... T-REX2XLgSNDK SNDU ... 22.79 +1.81 ... T-Rex2XInvrBTC BTCZ .0 5.46 –0.01 .0007 T-Rex2XInvrMSTRDly MSTZ ... 12.80 +0.58 ... T-Rex2XInvrNVIDIA NVDQ .4 10.84 –0.50 .0438 T-Rex2XInvrTesla TSLZ .5 17.16 +4.80 .0814 T-Rex2XLgCRWV CRWU ... 2.92 –0.20 ... T-Rex2XLgMSTRDly MSTU ... 1.72 –0.14 ... T-Rex2XLgNVIDIA NVDX ... 17.88 +0.67 ... T-Rex2XLgTTD TTDU ... 2.40 –0.40 ... T-Rex2XLgTesla TSLT ... 10.39 –5.56 ... Tradr2XLgAAOI AAOX ... 12.50 –1.12 ... Tradr2XLgAPLD APLX ... 10.18 +0.84 ... Tradr2XLgASTS ASTX ... 10.06 –0.75 ... Tradr2XLongAXTIDly AXTX ... 5.15 +0.07 ... Tradr2XLgBE BEX ... 19.59 –8.39 ... Tradr2XLgCRDO CRDU ... 13.65 +1.15 ... Tradr2XLgCRWV CWVX ... 12.69 –0.77 ... Tradr2XLgIBM IBX ... 14.94 +0.16 ... Tradr2XLgIREN IREX ... 13.71 +1.94 ... Tradr2XLgLITE LITX ... 25.44 +1.50 ... Tradr2XLgNBIS NEBX ... 23.08 +1.14 ... Tradr2XLongQBTS QBTX ... 6.59 –0.48 ... Tradr2XLgSMR SMU ... 5.17 +0.40 ... Tradr2XLgSNDK SNXX ... 14.42 +1.22 ... Tradr2XLgWDC WDCX ... 25.63 +3.47 ... Tradr2XShBE BEZ ... 21.97 +2.81 ... Tradr2XShIREN IREZ ... 26.27 –11.40 ... Tradr2XShLITEDly LITZ ... 16.64 –2.42 ... Tradr2XShNBIS NBIZ ... 28.58 –9.88 ... Tradr2XShSNDKDly SNDQ ... 33.90 –8.00 ... Tradr2XShSpaceX SPCG ... 34.97 +4.10 ... 21ShrsEthereum TETH .5 9.30 +0.10 .0095 2xBitcoin BITX 26.7 12.18 –0.05 .0143 2xEther ETHU 4.5 15.60 +0.21 .0148 2xLongVIXFut UVIX ... 62.05 –1.50 ... VanEckHYMuni HYD 4.4 50.31 –0.74 .2128 VangdUltShrtBd VUSB 4.4 49.69 ... .1755
0.01
-0.07
DefAI&PwrInfr AIPO .0 29.33 +0.13 .0025 Def2XLgIONQ IONX ... 18.18 –2.41 ... DefDlyTgt2xLg MSTX ... 7.86 –0.68 ... DefTgt2xLgOKLO OKLL ... 2.75 –0.17 ... DefDlyTgt2XLgORCL ORCX ... 13.89 –3.05 ... DefTgt2XLgRKLB RKLX ... 16.32 –2.22 ... DefDlyTarget2XLg SMCX 11.5 8.72 +2.87 1.00 DefTgt2xShIONQ IONZ ... 6.08 +0.55 ... DefTgt2xShQBTS QBTZ ... 7.01 +0.20 ... DefTgt2xShRGTI RGTZ ... 6.00 –0.25 ... DefTgt2xShRKLB RKLZ ... 5.43 +0.39 ... DefTgt2XShSMCI SMCZ ... 6.76 –5.68 ... DirexAAPLBr1X AAPD 3.8 10.49 +0.01 .1085 DirexAAPLBl2X AAPU 1.7 45.71 –0.32 .1858 DirexAmznBr1X AMZD 3.2 9.71 +0.60 .0774 DirexAmznBl2X AMZU 2.6 31.17 –4.33 .25 DirexAVGOBr1X AVS 3.5 7.74 –0.21 .1307 DirexGooglBl2x GGLL 2.1 89.35 –16.69 .3441 DirexMETABl2X METU 3.5 22.01 –4.02 .209 DirexMsftBl2X MSFU 3.2 22.90 –1.54 .267 DirexMUBr1X MUD 46.1 11.67 –1.24 .0505 DirexMUBl2X MUU .5 31.27 +4.03 .0189 DirexNFLXBl2X NFXL 5.4 14.73 +0.49 .1701 DirexORCLBl2X ORCU 3.2 4.98 –1.08 .0314 DirexPLTRBr1X PLTD 2.7 8.33 +0.57 .0494 DirexPLTRBl2X PLTU 5.5 27.35 –4.56 .5578 DirexTSLABl2x TSLL 5.5 7.42 –3.97 .1122 ER Private-Pub XOVR ... 18.54 –0.76 ... F/mUSTr3M TBIL 3.7 49.99 +0.03 .1472 FTBuyWrite FTHI 8.9 23.69 –0.09 .172 FTNasdCybersec CIBR .4 88.40 –3.96 .2084 FTNasdBuyWrite FTQI 11.2 21.75 –0.32 .199 FTNasdPharm FTXH 1.1 38.97 +0.32 .1294 FTNasdSemicon FTXL .1 229.35 +2.61 .1203 FTNasdTrans FTXR 1.0 45.18 +0.06 .1692 FTRisingDivAch RDVY .8 79.98 –0.02 .1996 FTSMID CapRising SDVY 1.0 43.28 –0.11 .1305 GlbXAI&Tech AIQ ... 57.98 –0.72 ... GlbX Cybersec BUG ... 37.80 –3.08 ... GlbXNasd100Cv QYLD 11.8 17.56 –0.25 .1854 GSNasd100Prem GPIQ 10.2 55.18 –0.80 .5191 GSS&P500Prem GPIX 8.2 54.78 –0.25 .3937 GrShr2xLgAMD AMDL ... 63.97 +5.83 ... GrShr2xLgCOIN CONL ... 4.80 ... ... GrShr2xLgDELL DLLL ... 24.43 +4.13 ... GrShr2xLgINTC INTW ... 20.74 –1.63 ... GrShr2xLgMRVL MVLL ... 22.44 +0.93 ... GrShr2xLgMSFT MSFL ... 15.25 –1.02 ... GrShr2xLgMU MULL ... 21.76 +2.76 ... GrShr2xLgNBIS NBIL ... 22.26 +1.12 ... GrShr2xLgNOW NOWL ... 4.18 –0.46 ... GrShr2xLgNVDA NVDL ... 31.49 +1.21 ... GrShr2xLgPLTR PTIR ... 10.19 –1.70 ... GrShr2xLgSKHynix SKUU ... 22.83 –0.50 ... GrShr2xLgSMCI SMCL ... 12.02 +3.93 ... GrShr2xLgTSLA TSLR ... 12.79 –6.79 ... GrShr2xShNVDA NVD 17.7 4.77 –0.20 .8456 GrShr2xShSKHynix SKDD ... 14.89 –1.61 ... GrShr2xShTSLA TSDD 5.7 11.36 +3.16 .651 InvscActMgdETC PDBC ... 17.95 +0.70 ... InvscBS26CpBd BSCQ 4.1 19.52 –0.05 .0647 InvscKBWBank KBWB 1.9 96.62 –0.30 .4729 InvscNasd100 QQQM .5 281.68 –4.63 .3521 InvscPHLXSemicon SOXQ .3 93.04 +1.18 .0773 InvscQQQI QQQ .4 684.23 –11.10 .8135 iShBiotech IBB ... 188.14 –1.62 ... iShBitcoin IBIT ... 36.35 ... ... iShBrdUSDInvCpBd USIG ... 50.29 –0.45 ... iShCoreMSCITotInt IXUS ... 93.19 +0.08 ... iShCoreUnivUSDBd IUSB ... 45.46 –0.34 ... iShEthereum ETHA ... 14.04 +0.13 ... iShFallAngelUSDBd FALN ... 26.87 –0.24 ... iSh5-10YIGCpBd IGIB ... 52.23 –0.47 ... iShGlbCleanEner ICLN ... 17.78 –0.59 ... iShJPMUSDEmBd EMB ... 94.64 –0.89 ... iShMBS MBB ... 93.11 –0.67 ... iShMSCIACWI ACWI ... 154.30 –0.70 ... iShMSCIACWIxUS ACWX ... 74.10 +0.09 ... iShMSCIChina MCHI ... 53.33 +0.38 ... iShMSCIEAFESC SCZ ... 82.65 +0.16 ... iShMSCIEMxChina EMXC ... 91.89 +0.11 ... iShMSCIEurFinls EUFN ... 40.38 +0.26 ... iShMSCIGlbGoldMin RING ... 64.49 +3.57 ... iShNasdaq100 IQQ ... 23.15 –0.38 ... iSh1-5YIGCpBd IGSB ... 52.05 –0.16 ... iSh1-3YTreaBd SHY 3.7 81.85 –0.14 .2584 iShPfd&Incm PFF ... 30.16 –0.19 ... iShSemiconductor SOXX ... 527.01 +5.20 ... iSh7-10YTreaBd IEF ... 93.03 –0.81 ... iShSystemAlt IALT .4 28.80 +0.42 .0343 iSh3-7YTreaBd IEI ... 116.33 –0.65 ... iSh20+YTreaBd TLT ... 83.25 –1.27 ... JPMNasdEqPrem JEPQ 10.8 57.96 –0.55 .6366 JPMGlblSelEqETF JGLO ... 70.75 –0.30 ... Lev2XLgADBEDly ADBG ... 3.52 –0.42 ... Lev2XLgCRCLDly CRCG ... 8.05 +0.28 ... Lev2XLgCRM CRMG ... 4.36 –0.42 ... Lev2XLgCRWVDly CRWG 1.3 15.28 –1.05 2.0038 Lev2xLgFUTUDly FUTG ... 3.50 +0.26 ... Lev2XLgGLW GLWG ... 13.73 –1.77 ... Lev2XLgIRENDly IREG ... 7.72 +1.12 ... Lev2XLgNBIS NBIG ... 15.45 +0.69 ... Lev2XLgONDS ONDG ... 2.81 +0.81 ... Lev2XLgTSLADly TSLG 16.5 3.69 –1.97 .6102 NeosNasd100Hi QQQI 14.5 52.73 –1.48 .6089
ProShUltPrQQQ TQQQ .6 64.00 –3.53 .1712 ProShUltShQQQ SQQQ 8.9 44.79 +2.00 .6376 Tradr2XShTSLADly TSLQ 7.1 26.97 +7.58 1.9184 UBSETRACS Crude USOI 31.9 45.24 –1.56 2.0995 VanEckSemicon SMH ... 561.19 +4.66 ... VangdIntrCorpBd VCIT 4.9 81.19 –0.75 .3319 VangdIntermTrea VGIT 3.9 58.32 –0.36 .1879 VangdLTCorpBd VCLT 5.8 72.22 –1.32 .3422 VangdLongTrea VGLT 4.7 53.34 –0.76 .2076 VangdMBS VMBS 4.2 46.19 –0.31 .1645 VangdRuss1000Grw VONG .5 121.16 –1.79 .1592 VangdRuss2000 VTWO 1.1 117.71 –1.18 .3014 VangdSTCpBd VCSH 4.5 78.47 –0.25 .2876 VangdShtTmInfltn VTIP 4.2 49.59 –0.11 .6804 VangdShortTrea VGSH 3.9 58.02 –0.11 .1779 VangdTotalBd BND 4.0 72.31 –0.55 .2445 VangdTotIntlBd BNDX 4.5 47.80 –0.13 .1112 VangdTotIntlStk VXUS 2.6 83.40 +0.03 .3861 Vangd0-3MTr VBIL 3.6 75.66 +0.04 .2125 VicShFreeCashFlow VFLO ... 48.14 +0.34 ... WTCloudComp WCLD ... 32.45 –2.34 ...
NYSE
HarbCmdAllWeather HGER .4 32.50 +0.62 1.7587 iSh0-1YTreaBd SHV ... 110.29 +0.04 ... iSh0-3MTreaBd SGOV ... 100.64 +0.06 ...
NYSEARCA
abrdnBbgAllCmdK1 BCI 13.1 24.49 +0.68 3.2198 abrdnPhysGold SGOL ... 38.59 +0.37 ... abrdnPhysPlat PPLT ... 14.43 –0.07 ... AdvShMSOSDlyLvg MSOX ... 2.29 –0.23 ... AdvShPureUSCan MSOS ... 4.26 –0.20 ... AlerianMLPETF AMLP 7.3 54.99 +0.96 1.03 AmplifyJrSilver SILJ 2.2 24.77 +0.98 .5541 AvantisEM AVEM 2.6 89.29 +0.03 .5308 AvantisUSLCValue AVLV 1.1 92.11 +0.46 .2825 AvantisUSSCValue AVUV 1.2 125.28 –0.07 .4429 BitwiseBitcoin BITB ... 34.84 +0.02 ... BitwiseEthereum ETHW ... 13.31 +0.12 ... BitwiseSolana BSOL ... 10.07 –0.16 ... CapitalGrpCoreBal CGBL 1.9 37.16 –0.04 .1634 CapitalGrpCoreBd CGCB 4.3 25.86 –0.22 .0854 CapGrpCore CGUS .8 43.86 –0.14 .0833 CapGrpCorePlus CGCP 5.2 21.99 –0.21 .0855 CapGrpDivVal CGDV 1.2 48.85 +0.06 .1471 CapGrpGlbGrw CGGO 1.0 39.09 –0.03 .3978 CapitalGrpGrw CGGR .2 44.36 –0.98 .0274 CapGrpMuniIncm CGMU 3.4 27.05 –0.28 .0689 CapGrpUSMult CGMS 6.2 27.09 –0.21 .1266 DefTgt2XLgIREN IRE ... 9.72 +1.33 ... DefTgt2XShAMD DAMD ... 1.57 –0.23 ... DefTgt2XShMU MUZ ... 13.08 –3.53 ... DimenCoreFxIncm DFCF 4.4 41.50 –0.52 .1665 DimenEmgCore DFAE 1.9 37.36 –0.01 .2116 DimenEMCore2 DFEM 2.0 37.74 –0.03 .2338
Invesco QQQ Trust (QQQ) -1.59
DimenIntlCore DFAI 2.3 41.41 +0.06 .473 DimenIntlValue DFIV 2.6 55.95 +0.22 .8024 DimenUSCoreEq2 DFAC .9 44.16 –0.03 .1081 DimenUSRealEst DFAR 2.6 27.40 +0.29 .1402 DirexEnerBr2x ERY 3.5 10.37 –0.68 .0901 DirexChinaBl3 YINN 1.4 27.70 +0.91 .2094 DirexHmbldrBl3 NAIL .8 40.71 –0.55 .1013 DirexS&PBiotBr3 LABD 7.4 8.77 +0.58 .0752 DirexS&P500Br1 SPDN 3.3 8.80 +0.05 .0704 DirexS&P500Br3 SPXS 4.3 27.49 +0.51 .2386 DirexS&P500Bl3 SPXL .5 260.40 –5.33 .5231 DirexS&POilBl2 GUSH 1.2 38.83 +1.65 .0756 DirexSKHynixBull2X SKHL ... 8.87 –0.24 ... DirexSemiBr3 SOXS 4.4 51.53 –3.32 .375 DirexSemiBl3 SOXL ... 136.81 +1.34 ... DirexScBr3 TZA 4.7 41.83 +1.21 .3768 DirexSCBl3 TNA .3 67.80 –2.22 .0875 DirexKRBl3 KORU .4 17.85 –0.41 .0057 DirexSpaceXBl2X LOFF .3 11.09 –1.97 .0096 Direx20+YTrBl3 TMF 4.6 31.85 –1.50 .3651 FTVestLadAuto ACYN 10.6 20.54 –0.08 .1792 FidEnhIntl FENI 3.0 39.84 +0.05 .371 FidEnhMCCore FMDE 1.1 40.57 +0.15 .104 FidEnhSCCore FESM .7 46.72 –0.50 .114 FidMSCIEn FENY 2.3 33.10 +1.08 .21 FidTotalBd FBND 4.7 44.97 –0.32 .169 FT MstarDiv FDL 3.6 51.47 +0.36 .4732 FT PfdSecs FPE 5.8 17.74 –0.20 .0812 FT WCMIntlEq WCMI .6 18.84 ... .0472 FrankFTSEIndia FLIN ... 34.51 –0.63 ... FrankFTSEJapan FLJP 4.3 38.96 +0.33 .1687 FrankFTSETaiwan FLTW 1.7 94.23 +0.56 .1843 FundGrannyUSLC GRNY .1 27.10 –0.21 .0202 GlbXCopperMiners COPX 2.5 77.72 +4.37 .258 GlbXDefenseTech SHLD .5 63.01 +2.95 .1866 GlbXS&P500Cv XYLD 9.4 40.76 –0.39 .4088 GlbXSilverMiners SIL 1.3 75.44 +3.70 .108 GlbX Uranium URA 5.2 39.89 +1.16 2.0843 GrayscaleBTCMini BTC ... 28.37 –0.01 ... GrayscaleBitcoin GBTC ... 49.72 +0.01 ... GrayscaleEthStk ETHE ... 15.02 +0.14 ... GrayscaleEthMini ETH ... 17.75 +0.20 ... GrayscaleSolanaStk GSOL ... 5.57 –0.10 ... iMGPDBiMgdFut DBMF 5.0 31.41 +0.54 .1529 InvscChinaTech CQQQ ... 49.88 –0.44 ... InvscDBComm DBC .0 30.10 +1.12 .7442 InvscDBUSDBull UUP .0 28.58 +0.25 .9269 InvscNatAMTFrMuni PZA 3.8 22.85 –0.48 .0753 InvscPreferred PGX 6.4 10.71 –0.15 .062 InvscS&P500EW RSP 1.5 213.57 +0.20 .8101 InvscS&P500LowVol SPLV 2.1 77.19 +0.62 .1414 InvscS&P500Mntm SPMO .7 146.51 +2.62 .2452 InvscS&P500Qual SPHQ 1.1 84.80 +0.02 .2044 InvscS&P500Top50 XLG .7 59.98 –0.73 .1172 InvscSrLoan BKLN 6.5 20.39 –0.09 .1089 InvscWildClnEngy PBW 1.5 31.66 –1.73 .2395
SPDR Gold Shares (GLD) 0.95%
Vanguard Dividend Appreciation (VIG) 0.44
iShares Core MSCI EAFE (IEFA) 0.09
Vanguard FTSE Developed Markets (VEA)
Vanguard FTSE Emerging Markets (VWO)
SPDR S&P 500 ETF Trust (SPY) -0.59
Vanguard Total Stock Market (VTI) -0.60
Vanguard Total Bond Market (BND) -0.75
iShares Core S&P Small Cap (IJR) -0.79
iShAIInnov BAI ... 42.78 +0.20 ... iShChinaLC FXI ... 34.58 +0.45 ... iShCoreDivGrowth DGRO ... 77.84 +0.70 ... iShCoreHiDiv HDV ... 28.75 +0.50 ... iShCoreMSCIEM IEMG ... 77.05 +0.07 ... iShMSCIIntlDev IDEV ... 88.99 +0.06 ... iShCoreS&P500 IVV ... 742.36 –4.36 ... iShCoreS&PMC IJH ... 75.77 +0.23 ... iShCoreS&PSC IJR ... 144.86 –1.16 ... iShCoreS&PTotUS ITOT ... 162.00 –1.03 ... iShCoreUSAggBd AGG ... 97.46 –0.74 ... iShUSHealthcare IYH ... 68.41 +0.61 ... iShUSMedDevices IHI ... 50.23 –0.28 ... iShFlexibleIncmAct BINC ... 51.81 –0.33 ... iShGlbGovtBdUSD GGOV ... 49.89 –0.14 ... iShGlobalREIT REET ... 28.89 +0.37 ... iShGoldTr IAU ... 76.23 +0.73 ... iShGoldTrMicro IAUM ... 40.39 +0.39 ... iShiBdsDec28Cp IBDT ... 25.15 –0.05 ... iShiBoxx$HYCpBd HYG ... 79.23 –0.42 ... iShiBoxx$IGCpBd LQD ... 106.23 –1.33 ... iShLatinAmer40 ILF ... 34.64 +0.57 ... iShMSCIAustralia EWA ... 28.72 –0.03 ... iShMSCIBrazil EWZ ... 35.73 +0.50 ... iShMSCICda EWC ... 59.07 –0.38 ... iShMSCIEAFE EFA ... 103.41 +0.08 ... iShMSCI EM EEM ... 63.33 +0.04 ... iShMSCIGermany EWG ... 41.12 –0.04 ... iShMSCIHongKong EWH ... 22.55 +0.51 ... iShMSCIIndonesia EIDO ... 12.26 –0.16 ... iShMSCIIntlQual IQLT ... 49.43 –0.04 ... iShMSCIJapan EWJ ... 91.21 +0.72 ... iShMSCIMexico EWW ... 75.45 +0.34 ... iShMSCISingapore EWS ... 31.65 +0.17 ... iShMSCISthKorea EWY ... 162.96 +0.42 ... iShMSCITaiwan EWT ... 98.01 +0.68 ... iShNatlMuniBd MUB ... 105.55 –1.03 ... iShRussMC IWR ... 109.36 +0.02 ... iShRussMCGrw IWP ... 136.73 –0.86 ... iShRuss1000Grw IWF ... 117.65 –1.73 ... iShRuss1000Val IWD ... 248.24 +0.21 ... iShRuss2000 IWM ... 291.17 –2.87 ... iShS&P500Grw IVW ... 132.83 –1.43 ... iShSilver SLV ... 52.59 +1.81 ... iShTIPSBond TIP ... 107.50 –0.77 ... iSh10+YIGCpBd IGLB ... 48.09 –0.88 ... iShTreaFRBd TFLO ... 50.63 +0.04 ... iShUSEqFactRotat DYNF .8 67.18 +0.19 .1185 iShUSRealEst IYR 2.1 107.00 +0.91 .615 iSh0-5YHYCpBd SHYG ... 42.03 –0.20 ... JanusAAACLO JAAA 4.9 50.65 +0.06 .2456 JPMActiveGrw JGRO ... 92.02 –0.64 ... JPMActiveValue JAVA 1.2 80.04 –0.18 .2368 JPMCorePlusBd JCPB 5.0 46.22 –0.36 .1813 JPMEqPremiumIncome JEPI 8.0 56.80 +0.25 .3872 JPM Income JPIE 5.6 45.79 –0.13 .2161 JPM Municipal JMUB 3.7 49.73 –0.48 .1529 JPM UltShIncm JPST 4.4 50.48 –0.02 .1707 JPMUltShMuni JMST 2.6 50.88 –0.03 .1076 KraneCSICnInt KWEB 8.0 26.29 –0.52 2.0962 KraneCnTech KSTR ... 25.41 +0.65 ... MicroFANG+3XLvg FNGU ... 24.82 –1.72 ... MicroGold3xLvgd GDXU ... 80.03 +10.89 ... PGIMAAA CLO PAAA 4.8 51.44 +0.04 .2035 PGIMUltraShBd PULS 4.5 49.66 +0.02 .1649 PimcoEnhShMat MINT 4.2 100.68 +0.04 .324 PimcoMultiBd PYLD 6.0 26.11 –0.17 .14 ProShBitcoin BITO 60.4 8.70 +0.01 .0104 ProShShBitcoin BITI 15.6 25.14 –0.01 1.4488 ProShShtDow30 DOG 3.3 21.88 +0.12 .1633 ProShShrtQQQ PSQ 10.9 26.99 +0.45 .2286 ProShShRuss2000 RWM 8.1 13.76 +0.15 .1395 ProShShrtS&P500 SH 4.1 33.50 +0.23 .3196 ProShUltBitcoin BITU 33.5 9.49 –0.03 .0141 ProShUltBlmCrude UCO ... 43.93 +2.93 ... ProshUltBbgNtGas BOIL ... 22.59 +0.18 ... ProShUltraCRCL CRCA 7.4 11.88 +0.35 .1811 ProShUltraEther ETHT 17.7 10.10 +0.12 .0107 ProShUltraGold UGL ... 44.38 +0.81 ... ProShUltraQQQ QLD .1 83.00 –2.91 .0607 ProShUltraS&P SSO .7 65.67 –0.85 .1283 ProShUltraSKhynix SKHU ... 17.59 –1.05 ... ProShUltSilver AGQ ... 64.73 +4.29 ... ProShUltSpaceX SPCF ... 11.11 –1.91 ... ProShUltDow30 UDOW 1.1 68.17 –1.01 .2092 ProShUltS&P500 UPRO .8 136.27 –2.78 .2987 ProShUltShDow30 SDOW 4.1 24.84 +0.34 .218 ProShShtRus2000 SRTY 8.1 23.56 +0.69 .2851 ProShUltSh&P500 SPXU 6.6 38.50 +0.70 .3914 ProShUltShBbgCrd SCO ... 25.58 –1.89 ... ProShUltShBlmGas KOLD ... 26.88 –0.28 ... ProShUltShGold GLL ... 26.40 –0.59 ... ProShUltShQQQ QID 21.5 15.65 +0.49 .1461 ProShUltShS&P500 SDS 5.2 58.36 +0.74 .6149 ProShUltShSilver ZSL ... 31.01 –2.64 ... PutnamFocLCVal PVAL .9 52.41 +0.46 .1264 SPDRGoldMini GLDM ... 80.19 +0.74 ... SPDRGold GLD ... 371.90 +3.49 ... SchwabEMEquity SCHE 2.7 35.39 +0.03 .0443 Schwab5-10YCpBd SCHI 5.1 22.23 –0.22 .0942 SchwabFdIntlEq FNDF 3.1 52.94 +0.20 .2963 SchwabFdUSLgCo FNDX 1.5 31.52 +0.06 .118 SchwabHYBd SCYB 7.0 25.92 –0.16 .1487 SchwabIntmUSTrsr SCHR 4.0 24.40 –0.15 .0789 SchwabIntlDiv SCHY 3.4 32.41 –0.13 .3571
SchwabIntEquity SCHF 3.1 27.04 +0.03 .165 SchwabMuniBd SCMB 5.7 25.27 –0.31 .0755 Schwab1000Index SCHK 1.0 35.63 –0.21 .0933 SchwabSTUSTr SCHO 3.9 24.06 –0.04 .078 SchwabUSAggrBd SCHZ 4.2 22.79 –0.17 .08 SchwabUSBrdMkt SCHB 1.1 28.56 –0.19 .0753 SchwabUSDiv SCHD 3.1 33.29 +0.38 .2525 SchwabUSLC SCHX 1.0 29.12 –0.19 .0763 SchwabUSLCGrw SCHG .4 33.46 –0.72 .0337 SchwabUSLCVal SCHV 1.8 34.24 +0.43 .1566 SchwabUSMC SCHM 1.3 34.99 ... .1067 SchwabUSREIT SCHH 2.7 24.86 +0.25 .1683 SchwabUSSC SCHA 1.1 33.93 –0.12 .1004 SchwabUSTIPs SCHP 4.5 26.09 –0.17 .2214 SimplifyUSEq CTAP 3.6 28.06 +0.72 .30 SSBlackstSrLn SRLN 7.4 40.33 –0.03 .2311 SSCommSvcsSel XLC 1.3 106.30 –4.35 .2837 SSCnsDiscSel XLY .8 109.41 –6.03 .2332 SSCnsStplsSel XLP 2.6 84.13 –1.06 .5742 SSDoubleTRTact TOTL 5.4 38.77 –0.38 .1654 SSEnergySel XLE 2.5 59.62 +1.94 .3849 SSFinlSel XLF ... 56.31 +0.05 ... SSHlthCrSel XLV 1.6 162.57 +1.48 .6563 SSIndlSel XLI 1.1 182.66 +3.25 .4441 SSMatlsSel XLB 1.7 51.26 +0.73 .1932 SSRealEstSel XLRE 3.1 45.95 +0.53 .3811 SSSPDRBbgHYBd JNK 6.7 95.39 –0.59 .5308 SSSPDRBbgIGFR FLRN 4.4 30.82 +0.02 .1053 SSSPDRBbg1-3M BIL 3.8 91.61 +0.06 .2676 SSSPDRBbgSTHYBd SJNK 7.1 24.79 –0.13 .1472 SSSPDRDJIA DIA 1.4 518.76 –2.05 .1487 SSSPDRNuvICEHY HYMB 4.6 24.88 –0.29 .0955 SSSPDRNuvICEMun TFI 3.6 44.89 –0.50 .1354 SSSPDRPtfAggBd SPAB 4.1 25.13 –0.18 .0875 SSSPDRDevxUS SPDW 3.1 49.39 +0.01 .7221 SSSPDRPtfEM SPEM 2.6 50.16 –0.03 .5277 SSSPDRPtfHYBd SPHY 7.3 23.18 –0.15 .1382 SSSPDRIntCpBd SPIB 4.5 33.09 –0.18 .1261 SSSPDRPtfIntTm SPTI 3.9 28.06 –0.19 .0906 SSSPDRPtfLTCpBd SPLB 5.6 21.49 –0.40 .1012 SSSPDRPtfLTTrea SPTL 4.3 25.36 –0.37 .0898 SSSPDRPtfMtgBkd SPMB 4.1 21.97 –0.17 .0707 SSSPDRS&P500 SPYM 1.0 86.96 –0.52 .2392 SSSPDRS&P500G SPYG .5 114.96 –1.29 .1485 SSSPDRS&P500V SPYV 1.7 61.94 +0.02 .2681 SSSPDRPtfS&P400 SPMD 1.2 66.38 +0.20 .2121 SSSPDRPtfS&P600 SPSM 1.4 56.32 –0.44 .2005 SSSPDRPtfSTCpBd SPSB 4.4 29.88 –0.05 .1068 SSSPDRPtfSTTrea SPTS 3.9 28.91 –0.06 .0884 SSSPDRS&PBk KBE 2.1 69.36 –0.88 .3509 SSSPDRS&PBio XBI .4 150.48 –3.78 .1381 SSIMSPDRS&P500 SPY 1.0 738.93 –4.36 1.9035 SSSPDRS&PHmbld XHB .7 108.44 +0.19 .1599 SSSPDRS&PIns KIE 1.5 64.14 –0.03 .2145 SSSPDRS&PMtls XME .4 101.74 +3.39 .0802 SSSPDRS&PO&GE&P XOP 1.9 174.05 +3.87 .7483 SSSPDRS&PRegBkg KRE 2.1 75.73 –0.96 .4167 SSSPDRS&PRetail XRT .8 87.01 –2.41 .1865 SSTechSel XLK .5 175.88 +0.29 .2279 SSUtilsSel XLU 2.6 46.29 +1.12 .2844 T-REX2XLgSKHynix HYNX ... 23.02 –0.50 ... T-REX2XLgSPCXDly SPAX ... 6.72 –1.18 ... TemaSpaceInnov NASA ... 22.14 –0.85 ... USGlobalJets JETS .8 30.10 –0.36 .2329 USBrentOilFd BNO ... 52.58 +3.88 ... USNatGas UNG ... 10.55 +0.04 ... UnitedStatesOilFd USO ... 136.69 +12.73 ... VanEckBDCIncm BIZD 12.4 12.34 –0.38 .2391 VanEckGoldMin GDX ... 75.23 +3.91 ... VanEckIG FR FLTR 4.6 25.59 +0.02 .0872 VanEckJPMEMLCBd EMLC 6.3 25.21 –0.15 .1442 VanEckJrGoldMin GDXJ ... 97.80 +5.60 ... VanEckMtgREIT MORT 15.3 9.72 –0.31 .4253 VanEckPfdxFin PFXF 6.6 17.39 –0.08 .109 VangdDivApp VIG 1.5 238.65 +1.04 .9988 VangdExtDuratn EDV 5.3 60.88 –1.30 .867 VangdFTSEAWxUS VEU 2.6 81.62 +0.05 .3928 VangdFTSEDevMk VEA 2.6 69.71 +0.01 .3772 VangdFTSE EM VWO 2.4 57.80 –0.04 .071 VangdFTSEEurope VGK 2.9 88.41 –0.18 1.1991 VangdGrowth VUG .4 83.48 –1.79 .0923 VangdHiDiv VYM 2.2 162.23 +2.07 .9795 VangdInfoTech VGT .4 113.30 +0.20 .1384 VangdIntermBd BIV 4.3 75.51 –0.63 .275 VangdMegaGrwth MGK .3 84.81 –2.02 .0835 VangdMC VO 1.3 80.55 +0.31 .2554 VangdRealEst VNQ 3.4 100.81 +0.79 .8554 VangdS&P500ETF VOO 1.1 679.14 –4.03 1.9622 VangdS&P500Grw VOOG .5 79.82 –0.93 .0881 VangdSTBond BSV 3.9 77.47 –0.22 .2613 VangdTaxExemptBd VTEB 3.3 49.61 –0.52 .142 VangdTotalStk VTI 1.1 364.80 –2.21 1.0437 VangdTotWrldStk VT 1.6 154.20 –0.58 .5627 VangdValue VTV 1.9 221.02 +3.10 1.0818 VirtusInfrUSPfd PFFA 10.1 20.43 –0.45 .1725 VistaTarget15 OMAH 15.1 18.78 –0.28 .2314 WTFRTrea USFR 3.8 50.50 +0.04 .1512 XtrkHarvCSI300 ASHR 2.2 34.36 +0.73 .7581 XtrkUSDHYCpBd HYLB 6.5 36.17 –0.20 .1927 YieldMSTROpt MSTY 404.8 12.24 –0.58 3.037 YieldMagn7Fd YMAG ... 10.93 –0.68 ... YieldNVDAOpt NVDY 60.1 12.53 +0.17 .1649 YieldSMCIOpt SMCY 205.0 4.82 +0.69 .809 YieldTSLAOpt TSLY 110.6 21.31 –4.42 4.01 YieldUnivFdOpt YMAX ... 7.32 –0.20 ...
BARRON’S 47
B
A
BARRONS.COM/DATA MUTUAL FUNDS DATA PROVIDED BY LIPPER
E
F
D
C
About Our Funds The listings include the top 1250 open-end funds by assets. These funds value their portfolios daily and report net asset values (the dollar amount of their holdings divided by the number of shares outstanding) to the National Association of Securities Dealers. Total returns reflect both price changes and dividends; these figures assume that all distribu- tions are reinvested in the fund. Because Lipper is constantly up- dating its database, these returns may differ from those previously published or calculated by others. 3 year returns are cumulative. The NAV is the last reported closing price for the week. Footnotes: NA: not available. NE: performance excluded by Lipper editor. NN: fund not tracked. NS: fund not in existence for whole period. e: ex capital gains distributions. f: previous day’s quote. n: no front- or back-end sales charge. p: fund assets are used to pay marketing and distribution costs (12b-1 fees). r: fund levies redemption fee or back-end load. s: stock dividend or split of 25% or more. t: fund charges 12b-1 fees (for marketing and distribution) and a back-end load. v: capital-gains distribution may be a return of capital. x: ex cash dividend.
Net YTD 3-Yr. NAV Chg. %Ret. % Ret.
Net YTD 3-Yr. NAV Chg. % Ret. %Ret.
Net YTD 3-Yr. NAV Chg. % Ret. % Ret.
Net YTD 3-Yr. NAV Chg. %Ret. % Ret.
ABFunds: AlBeGblBndFdClZ 6.82 -0.04 0.2 12.8 CapFdInc.LCapGow113.07 -1.66 0.2 54.1 MuniIncmShares 10.99 -0.13 1.2 14.8 ABFunds- A: LgCpGrA 97.43 -1.44 0.0 52.8 ABFunds- ADV: GlbBd 6.82 -0.05 0.2 12.9 HiIncmAdv 6.93 -0.05 1.9 29.1 IntlStraEquPtADV 18.72 0.20 16.2 92.3 LgCpGrAdv 113.11 -1.66 0.1 53.9 NationalPtf 9.55 -0.10 0.9 10.8 SmMdCpGr 14.16 -0.07 9.2 43.2 SmMidCpValAdv24.94 -0.08 19.3 41.2 AdvisersInvTrst: Balancedn 102.82 -0.45 9.2 51.4 Growthn 147.87 -0.76 12.7 69.3 AlgerFundsA: SpectraN 35.27 -0.49 3.3 113.4 AmanaGrowth n: AmanaGrowthn 103.69 -0.35 10.9 63.4 AmerBeacon Insti: SmCpInst 29.63 -0.10 26.7 49.0 American CenturyG: Sustain Equity 51.18 -0.35 6.6 51.7 American CenturyI: EqInc 9.38 0.05 12.2 37.9 IntTF 10.64 -0.11 0.3 9.9 American CenturyIns: AvantisUSSCV 21.44 -0.05 23.6 61.3 American CenturyInv: DiscCoreVal n 43.92 0.21 14.7 55.0 EqGron 38.53 -0.13 8.4 71.2 EqIncn 9.37 0.06 12.1 37.3 Grwthn 56.98 -1.28 0.0 59.0 Heritagen 21.26 -0.27 2.3 39.9 OneChModn 16.87 -0.07 5.4 34.9 Selectn 127.78 -3.34 -0.8 54.7 SmCapGrowthn 25.00 -0.14 15.1 47.4 Ultran 93.97 -2.11 -0.1 56.6 American CenturyR6:
AmCentUltraFdR6102.83 -2.30 0.0 58.2 MdCapVal 16.85 0.13 14.9 37.8 SmCapGrowth 27.17 -0.15 15.3 49.0 American CenturyY: IntTF 10.63 -0.12 0.2 9.9 American FundsClA: 2020TarRetA 14.77 -0.03 4.3 34.0 2025TarRetA 16.77 -0.04 4.4 35.2 2030TarRetA 19.56 -0.06 4.8 39.5 2035TarRetA 22.02 -0.07 5.6 45.1 2040TarRetA 24.55 -0.08 6.9 53.0 2045TarRetA 25.69 -0.08 7.6 56.0 2050TarRetA 25.37 -0.08 7.7 56.6 AmcpA 43.73 -0.67 2.5 56.7 AMutlA 64.71 0.33 9.5 50.4 BondA 11.09 -0.09 -0.9 10.8 BalA 40.19 -0.08 7.8 54.0 CapIBA 83.25 0.52 9.5 49.7 CapWA 15.68 -0.15 -2.6 5.9 CapWGrA 79.83 0.29 12.4 68.2 EupacA 61.54 0.04 7.6 47.7 FdInvA 100.57 -0.37 11.4 83.1 GBalA 42.25 0.12 5.9 37.2 GovtA 11.71 -0.10 -1.4 9.4 GwthA 83.52 -1.34 3.8 74.1 HITrA 9.75 -0.05 1.8 28.1 HiInMuniA 15.24 -0.15 1.6 16.2 ICAA 66.78 -0.60 7.4 74.9 IncoA 27.82 0.19 7.9 45.4 IntBdA 12.41 -0.08 -0.6 13.0 IntlGrIncA 48.76 0.18 10.1 58.9 LtdTEBdA 15.44 -0.12 0.0 9.8 NPerA 72.80 -0.79 3.1 52.7
NEcoA 82.71 -0.20 13.8 97.1 NwWrldA 103.32 0.00 10.8 53.5 SmCpA 81.02 -0.18 10.5 33.9 STBFA 9.46 -0.03 0.3 13.0 TECAA 16.57 -0.20 0.3 10.1 TxExA 12.33 -0.14 0.5 10.0 WshA 67.56 0.28 8.3 60.1 AMGManagers Funds: YachtmanFocFdI 23.38 0.20 22.5 61.1 YacktmanFd I 26.17 0.15 15.4 52.1 AngelOak FundsTrst:
AglOkMtiStFdClIn 8.70 -0.04 2.4 22.7 AQRFunds: DivStrI 14.84 0.20 5.9 46.0 EqMktNeutR6 11.73 0.19 -6.7 62.5 LngShrtEqI 21.04 0.35 -0.6 92.2 MgdFutStrI 10.80 0.29 12.9 44.1 Multi-AssetR6 12.98 0.05 8.9 47.0 ArtisanFunds: IntlInv n 34.14 0.14 14.3 79.2 IntlInst 34.41 0.15 14.5 80.5 IntlValInst 59.63 -0.86 11.8 54.6 IntlValInv n 59.43 -0.86 11.6 53.5 MidCapInst 42.84 -0.55 2.7 37.0
BairdFunds: AggBdInst 9.70 -0.07 -0.5 12.9 CorBdInst 10.07 -0.07 -0.3 14.1 IntBdInst 10.35 -0.05 -0.1 14.7 ShtTBdInst 9.47 -0.01 1.0 16.0 BaronFunds: Assetn 85.36 -2.82 -3.4 19.5 Partners n 240.39-17.65 -4.9 52.1 BaronInstl Shares: AssetInst 92.93 -3.06 -3.2 20.4 DiscoveryInst 35.91 -1.26 -0.6 34.7 EmergingMktsInst 21.12 0.01 10.4 53.4 FocGrowthInst 59.07 -3.35 -2.3 56.2 PartnersInst 252.42-18.53 -4.8 53.3 RealEstateInst 42.10 -0.04 3.7 28.7 SmallCapInst 30.27 -0.72 0.1 20.6 BernsteinFds: DivrMuni n 13.84 -0.11 0.4 10.1 IntmDur n 11.03 -0.10 -0.9 11.0 BlackRockFunds: CoreBdInst 8.12 -0.07 -0.7 10.9 HiYBlk 7.08 -0.05 1.6 28.5 HiYldBdInst 7.07 -0.06 1.6 28.1 LowDurIInst 9.04 -0.03 0.9 17.0 BlackRockFundsA: AdvLgCapCore 24.16 -1.25 12.4 79.0 CapAppr 30.20 -7.64 7.8 75.5 EqtyDivd 21.96 -1.73 14.0 55.1 GlblAlloc 20.08 -1.35 5.7 42.5 HlthScOp 61.55 -6.13 5.2 28.1 MultiAstIncome 10.59 -0.05 3.7 29.4 NatlMuni 9.86 -0.10 0.6 7.7 ScTechOppA 77.89 -8.32 24.2 117.5 BlackRockFundsIII: iShS&P500IdxK861.80 -5.17 8.9 69.2 iShUSAggBdIdxK 8.93 -0.08 -0.6 11.4 BlackRockFundsInst: AdvIntl Inst 24.51 -0.88 10.7 62.7 AdvLgCapCore 26.05 -1.28 12.6 80.3 CAInsMun 11.82 -0.11 1.3 11.4 EmgMkts 34.26 -0.94 20.0 55.9 EqtyDivd 22.11 -1.74 14.2 56.2 FloRateIncPorIns 9.35 -0.01 1.4 21.5 GlblAlloc 20.31 -1.37 5.9 43.5 HiEqInc 32.13 -0.20 11.7 42.9 HlthScOp 67.63 -6.09 5.4 29.1 iShMSCIIntldx 21.20 -0.01 9.6 55.0 MdCpGrEq 33.26 -5.44 6.6 28.7 MultiAstIncome 10.61 -0.05 3.9 30.4 NatlMuni 9.85 -0.10 0.7 8.4 ScTechOppInst 88.89 -8.36 24.4 119.1 StratIncOpptyIns 9.63 -0.05 1.2 20.9 StratMuniOppI 10.29 -0.12 1.4 11.2 TacOpp Inst 17.39 0.06 10.0 31.1 TotRet 9.75 -0.09 -0.2 12.8 BNY MellonFunds: Aprec n 35.61 -0.43 2.0 32.1 Dr500Inn 66.62 -0.40 8.7 66.9 Dreyfn 20.51 -0.10 6.2 69.6 GlFxIncI 20.10 NA NA NA IntlStkI 22.42 -0.23 2.8 11.8 StratValA 56.51 0.45 15.8 66.5 StrgValI 57.04 0.46 15.9 67.7 BrandesInstIEI : BrandesInstIEI 29.13 NA NA NA
CalamosFunds: Gr&IncA 58.00 -0.44 9.0 60.9 Gr&IncI 54.74 -0.42 9.1 62.0 MktNeutI 16.19 0.00 3.5 22.2 CalvertInvestments: EqA 61.68 -0.85 -7.4 12.7 CarillonReams: CorePlBd I 29.67 -0.24 0.0 13.0 UnconstrndBdI 12.47 -0.09 0.4 20.3 CarillonScout: MidCapI 27.57 0.18 13.5 65.0
CausewayInst : CausewayInst 24.98 -0.04 6.3 60.4 ClearBridge: AggressGrowthA 91.84 -0.96 0.5 35.7 AppreciationA 36.79 0.01 5.8 54.0 DividendStrat1n 31.25 -0.10 9.1 48.0 DividendStratA 31.21 -0.10 9.0 46.7 LargeCapGrowthA 59.18 -1.15 0.0 49.2 LargeCapGrowthI 73.21 -1.43 0.2 50.5 Cohen & Steers: GlbRltyI 60.96 0.65 13.4 29.7 InstlRlty 56.52 0.94 19.8 34.6 PrefSecIncnI 12.43 -0.09 1.5 29.3 RltyIncI 20.38 0.30 19.0 36.3 RltyShs n 77.47 1.28 19.7 34.6 ColoradoBondShares: ColoradoBdShs 8.94 -0.07 2.4 19.6 Columbia Class A: BalancedA 57.22 -0.49 4.8 44.3 ContCoreA 41.12 -0.38 7.7 66.1 DisplCoreA 16.08 -0.09 6.6 60.1 DivIncA 40.41 0.31 12.3 53.4 GlobTech 127.91 -2.79 41.1 162.4 LgCpGrowA 77.63 -0.74 2.7 69.8 LgCpVl A 20.76 0.12 15.2 63.9 LiGoBalA 12.88 -0.05 6.9 47.3 SelgComuInfoA223.13 -4.30 42.4 170.4 Columbia Class I: AcornI 14.43 -0.15 11.1 37.0 BalancedI 57.05 -0.49 4.9 45.4 ContCore I 41.77 -0.38 7.9 67.4 DivIncom I 40.46 0.32 12.5 54.6 GlbTechGw I 132.05 -0.52 18.9 116.2 LgCpGrow I 84.36 -0.80 2.9 71.1 LgCpIdx I 56.67 -0.34 8.9 68.3 SelComunInfo 270.48 -5.20 42.6 172.4 SelLCVal 47.31 0.49 15.6 68.3 SmCapGthI 39.40 -0.62 19.0 84.4 StratInc I 21.18 -0.14 0.9 19.2 TotReBd I 30.03 -0.29 -0.3 16.2 Columbia Class I2: DivIncom 41.32 0.32 12.5 54.8 SelComunInfo 273.28 -5.25 42.6 172.7 Columbia Class I3: ContCore I3 43.14 -0.40 8.0 67.9 DivIncom 41.41 0.33 12.6 55.0 Column: MidCapSlctFndn 12.94 NA NA NS SmllCapSlctFndn 15.13 NA NA NS Congress: SmCapGw Inst 55.94 -0.27 14.7 46.5 CrossingBridge: LwDurHYld Inst 9.60 NA NA NA Cullen Funds:
EmrgMktHighDivI19.04 0.34 18.6 80.5
Davis FundsA: NYVen A 30.33 -0.16 11.6 78.3 Davis FundsC& Y: NYVenY 32.09 -0.16 11.8 79.7 Delaware InvestA: GroInA 20.46 0.13 22.2 93.3 Deutsche DWS: CoreEq n 39.36 -0.09 9.7 63.7 TechA 50.32 -0.45 14.2 114.8 Diamond HillFunds: LongShortI 30.35 -0.24 -4.6 32.6 DimensionalFds: 2TGlFxd 9.78 -0.01 1.9 14.9 5GlbFxdInc 10.00 -0.01 1.3 14.0 DFARlEst 47.37 0.49 20.2 34.0 EmgMkt 43.50 -0.10 17.9 71.4 EmgMktSoCoEq 21.14 -0.14 15.8 65.8 EmgMktVa 42.63 -0.10 15.5 64.9 EmMktCorEq 32.68 -0.12 13.3 61.6 EmMktSmCp 27.12 -0.28 3.0 33.8 Fixd 10.25 0.00 1.9 14.7 GblAll6040Inst23.40 -0.03 7.4 42.3 GlEqInst 43.98 -0.02 11.7 62.9 GlRESec 12.02 0.08 14.8 31.6 InfProtSec 10.95 -0.08 0.4 10.8 IntGvFxdInc 11.00 -0.08 -0.6 9.8 IntlCoreEq 22.05 0.01 10.0 62.1 IntlREst 3.82 -0.02 0.8 21.0 IntlSustCore1 16.89 -0.08 6.4 54.8 IntlVal 32.14 0.18 13.9 81.9 IntlVectorEq 19.60 0.05 10.1 65.3 IntrLrgCpGroPor 20.61 -0.10 6.0 41.3 IntSmCo 27.04 -0.03 6.9 56.8 IntSmVa 33.41 0.23 9.4 87.7 IntVaIII 27.54 0.15 13.9 82.0 ITExQual 9.57 -0.09 -0.3 16.9 LgCo 49.22 -0.29 9.0 69.1 LgCpIntl 37.80 -0.02 10.4 60.3 SclCrEqInst 20.71 -0.07 9.6 65.1 STExQual 10.41 -0.02 1.6 15.6 STGov 9.93 -0.01 1.6 13.9 US CoreEq1 55.04 -0.06 11.6 65.8 US CoreEq2 49.25 -0.01 11.9 64.5 US Micro 38.35 -0.33 NA NA US Small 60.92 -0.31 17.2 49.1 US SmCpVal 61.91 -0.02 20.9 56.1 US TgdVal 43.91 -0.03 19.7 54.3 USLCpGr 46.07 0.01 8.2 60.6
Net YTD 3-Yr. NAV Chg. %Ret. % Ret. USLgVa 66.47 1.10 19.0 62.0 USLgVaIII 42.71 0.71 19.1 62.5 USSmCpGr 33.49 -0.19 10.9 38.7 USSoCoreEq2 36.71 -0.25 11.6 67.8 USSustCoreI 56.15 -0.49 7.7 63.5 USVectorEq 34.64 -0.06 13.3 56.2 Dodge&Cox: Balancedn 13.84 -0.08 4.5 36.1 Dodge&Coxn 11.07 -0.10 0.1 18.3 GblStockn 17.22 -0.18 8.9 48.8 Incomen 12.51 -0.10 -0.5 14.7 IntlStkn 18.42 -0.06 11.9 64.2 Stockn 17.44 -0.10 6.9 46.2 DoubleLineFunds: CoreFxdIncmI 9.06 -0.07 -0.9 13.4 LowDurBdI 9.58 -0.02 1.2 16.7 ShillerEnhCAPEI 15.58 -0.21 0.0 31.8 TotRetBdI 8.64 -0.07 -0.8 13.5 TotRetBdNn 8.64 -0.06 -0.8 12.7
10100
EatonVanceClass A: TMG1.0n 3121.34-28.36 6.9 67.1 TMG1.1 140.63 -1.28 6.7 65.8 EatonVanceClass I: AtlCpSMID 37.85 -0.05 2.7 15.6 FltgRt 7.89 -0.01 1.1 18.8 GblMacAbR 9.04 0.02 5.3 31.0 IncBos 5.16 NA NA NA NatlMuniInc 9.00 NA NA NA EdgewoodGrowthInstituti: EdgewoodGrInst 4.32 -0.07 -9.6 23.9
FAMValue: FAMValuen 106.39 0.02 7.1 37.9 FederatedHermes: FedHerMDTGro 43.45 -0.52 2.5 79.7 FederatedHermesA: StrValDivAp 7.10 NA NA NA FederatedHermesInt: InsHiYld 8.83 -0.06 1.1 23.8 MDTAllCIS 56.94 -0.22 7.9 81.8 MDTSmCIS 33.48 -0.44 17.9 67.8 TtlRtnBdI 9.30 -0.08 -0.6 12.3 FederatedHermesIS: KaufmnSCI 51.72 NA NA NA MDTMrkNIS 22.67 0.12 3.2 40.0 MidGrStI 64.07 -0.45 -1.6 54.3 StraValDivIS 7.16 NA NA NA UltraShortI 9.26 -0.02 1.9 17.6 FederatedHermesR: KaufmnR 6.03 -0.02 7.9 44.4 FederatedHermesR6: FedInstHYBondL 8.83 -0.06 1.1 23.8 GrStratF 54.41 -0.39 -1.6 54.4 TtlRtnBdL 9.29 -0.08 -0.6 12.3 Fidelity:
500IdxInstPremn257.65 -1.54 9.0 69.4 BalancedK6 18.76 -0.14 9.1 54.7 ContrafundK6 35.94 -0.57 5.6 90.7 EmgMktIdxInstPren 15.98 -0.07 16.8 68.5 ExtMktIdxInstPren114.14 -1.05 13.4 58.0 FidAdAsset 14.70 -0.07 3.7 23.7 FidFreeBlend 13.49 -0.08 7.0 42.5 FidFreeBlend 14.53 -0.08 8.0 48.4 FidFreeBlend 16.41 -0.09 11.1 62.4 FidFreeBlend 15.82 -0.08 9.9 57.5 FidFreeBlend 16.44 -0.08 11.2 62.6 FidSAI 9.43 -0.06 3.0 30.7 FidSAIEmerg 20.90 -0.08 24.1 95.4 FidSAIIntern 15.16 -0.19 7.8 33.5 FidSer5 7.43 -0.08 -0.5 5.9 FidSer0-5 9.88 -0.03 1.7 15.9 FIDSerEmgMkt 14.18 0.01 20.8 80.1 FidSerInt 8.37 -0.03 0.1 9.1 FidSerToMarket24.26 -0.16 9.5 67.8 FIDSerTresIndxFd 9.95 0.00 2.0 14.8 FIDZroExtMktIxn 17.69 -0.14 16.9 54.2 FIDZroLgCpIxn 26.53 -0.16 8.7 70.3 Flex500Index 31.52 -0.19 8.7 68.7 FlexIntIdx 18.79 -0.04 12.2 62.1 FlexUSBdIdx 8.99 -0.08 -0.5 11.4 Freedom2060K 18.57 -0.09 11.3 64.7 GlexUSIdxInstPren 20.86 -0.04 11.8 61.2 GrowthCompanyK642.95 -0.59 16.1 118.5 InflPrBdIndInsPrn 9.03 -0.07 0.4 10.8 IntlIdxInstPremn 66.58 -0.01 9.5 55.4 IntlIndexn 16.53 -0.03 12.2 62.8 IntrTresBdIxPremn 9.55 -0.08 -1.1 9.9 LgCpGwIdInstPren 46.12 -0.70 -0.3 71.2 LgCpVlIdxIstPremn 24.62 0.03 18.9 61.7 LTTrsBdIdxInstPrn 8.88 -0.14 -2.2 -3.5 MidCapK6 19.56 0.11 16.4 52.6 MidCpGrwthIndxn 35.12 -0.24 0.1 41.0 MidCpInxInstPremn 42.19 -0.02 14.2 51.6 MidCpValIndexn 34.93 0.07 18.9 53.9 OTCK6Port 35.17 -0.71 17.9104.2 PuritanK6 18.43 -0.05 7.7 51.1 RealEstIdxInstn 18.59 0.13 15.8 30.2 SAIIntlSmComplet 18.29 0.07 21.4 71.3 SAIUSLgCpIndxFd29.68 -0.17 9.0 69.3 SeriesBondFd 8.89 -0.08 -0.5 11.4 SeriesOverseas 15.61 0.00 4.6 40.5 SerLTTreBdIdx 5.15 -0.08 -2.3 -3.3
21900
-8600
Summer Doldrums: Fund flows were little changed, except in taxable-bond funds, where declining inflows trimmed the trailing month’s average weekly inflow by 25%, to $7 billion. At equity funds, inflows remained level at $9.4 billion a week. Muni-bond fund inflows averaged $1.2 billion a week. Money-market fund out- flows were a weekly $10.6 billion.
Equity Funds
Taxable Bond Funds
-1700 May Jun Jul
Money Market Funds
-25000 May Jun Jul
The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI A red chart indicates a lower value than the starting period. Green means it's higher than the starting period.
Net YTD 3-Yr. NAV Chg. %Ret. %Ret. smallcpvIndn 35.78 -0.63 14.9 52.3 SmallCapValIndxn 34.70 -0.14 23.0 59.0 SmCpIdxInstPremn 36.71 -0.40 18.9 55.8 STBdIdxInstPremn 9.97 -0.04 0.2 14.0 STTreIdxInstPren 10.21 -0.04 0.2 12.9 TMktIdxInstPremn204.39 -1.30 9.5 67.8 TotalMarketIndexn 25.90 -0.16 9.6 68.3 TtlIntIdxInstPrn 19.26 -0.04 11.2 59.6 USBdIdxInstPremn 10.29 -0.08 -0.5 11.5 USSusIdxn 32.74 -0.38 7.4 68.5 FidelityAdvisor: 9.81 NA NA NS FidAdBlncdFnd 34.66 -0.27 8.4 NS FidAdBlncdFnd 34.67 -0.26 8.6 NS FidAdBlncdFnd 34.68 -0.26 8.8 NS FidAdBlncdFnd 34.68 -0.26 8.8 NS SemiconductorsA171.29 2.02 53.9 237.2 SrsAdvIntlCapApp37.44 -0.07 4.3 43.9 StragIncn 12.09 -0.07 2.2 23.5 TotBdFdClZ 9.41 -0.07 -0.2 14.2 FidelityAdvisor A: EqGrAp/r 23.98 -0.18 7.0 71.6 GrOppA 225.18 -2.42 7.8 97.3 NwInsghtA 49.10 -0.53 7.0 92.3 StrInA 11.92 -0.06 2.1 22.5 FidelityAdvisor C: GrOppC 175.19 -1.90 7.3 93.0 FidelityAdvisor Fun: EqGrClZ 29.06 -0.21 7.2 73.5 InterDiscZ 62.43 0.38 10.0 59.6 IntlGrwZ 23.99 -0.08 5.9 37.6 SemiconductorsI188.06 2.23 54.1239.8 FidelityAdvisor I: EqGrI 28.50 -0.21 7.1 72.9 FAEmgMktI 50.94 0.21 19.9 85.6 FAInvGrdI 7.13 -0.05 -0.4 12.1 FltRatel 8.99 -0.01 2.4 22.9 GrOppI 252.45 -2.70 7.9 98.8 IntlGr 23.99 -0.08 5.9 37.1 IntlSmCp 39.09 -0.15 5.4 39.0 MuniIncI 10.08 -0.11 -0.4 8.7 MuniIncome 12.12 -0.15 0.1 9.2 NwInsghtI 52.12 -0.56 7.2 93.8 StkSelSCp 51.25 -0.23 20.4 66.0 StrInI 12.09 -0.07 2.1 23.3 TotalBd 9.41 -0.07 -0.3 13.7 FidelityAdvisor M: EqGr 22.81 -0.17 6.8 70.4 GrOppM 219.55 -2.36 7.6 95.9 NwInsghtM 44.78 -0.48 6.9 90.9 FidelityAdvisor Z: AdvIntlSmCpZ 39.04 -0.15 5.5 39.5 AssetManager50% 23.14 -0.12 7.4 39.3 AssetMngr85 33.52 -0.17 11.6 59.0 AsstMngr70 32.94 -0.16 9.8 50.2 EmMktZ 50.85 0.21 19.9 86.2 FidAdvOTC 294.23 -4.58 10.3 NS FloatRateHighInc 9.00 0.00 2.6 23.3 GrOpp 256.96 -2.74 8.0 99.6 IntCpAp 37.56 -0.07 4.4 44.4 InvestGradeBd 7.13 -0.06 -0.4 12.6 StkSelAllCap 101.84 -0.83 14.2 73.7 StrgInc 12.10 -0.06 2.3 23.7 MagellanFund 15.10 -0.07 3.4 NS FidelityFreedom: 2060K6 18.58 -0.09 11.4 65.6
Municipal Bond Funds
16000
660 May Jun Jul
40600
24200
4200 May Jun Jul
Net YTD 3-Yr. NAV Chg. %Ret. % Ret. FdFrmIdxFndII 28.24 -0.17 6.6 NS FdFrmIdxFndII 31.07 -0.17 8.2 NS FdFrmIdxFndII 33.59 -0.18 9.2 NS FdFrmIdxFndII 33.77 -0.18 9.4 NS FdFrmIdxFndII 27.86 -0.14 9.6 NS FF2010n 15.20 -0.07 4.0 26.1 FF2015n 12.43 -0.06 4.6 30.2 FF2020n 15.75 -0.08 5.4 34.6 FF2025 n 15.42 -0.09 6.2 38.8 FF2030n 20.34 -0.12 6.9 42.9 FF2035 n 18.60 -0.10 7.9 48.9 FF2040n 14.14 -0.07 9.8 58.6 FF2045n 17.04 -0.08 10.9 63.8 FF2050n 17.39 -0.09 11.0 63.9 FidFree2065 17.03 -0.07 11.4 65.7 Free2055n 20.26 -0.09 11.3 64.3 Free2060InstPrem23.62 -0.12 9.5 58.4 Free2060Investor 23.61 -0.13 9.5 58.2 Freedom2020K 15.73 -0.09 5.4 34.8 Freedom2020K6 15.64 -0.08 5.5 35.6 Freedom2025K 15.37 -0.10 6.1 39.0 Freedom2025K6 15.31 -0.09 6.4 39.9 Freedom2030K 20.31 -0.12 7.0 43.2 Freedom2030K6 20.21 -0.11 7.1 44.1 Freedom2035K 18.55 -0.10 7.9 49.3 Freedom2035K6 18.48 -0.10 8.1 50.2 Freedom2040K 14.14 -0.07 9.8 58.9 Freedom2040K614.08 -0.07 9.9 59.9 Freedom2045K 17.00 -0.08 11.0 64.2 Freedom2045K6 16.95 -0.08 11.1 65.1 Freedom2050K 17.36 -0.08 11.1 64.3 Freedom2050K6 17.34 -0.08 11.2 65.3 Freedom2055K 20.21 -0.09 11.3 64.7 Freedom2055K6 20.19 -0.10 11.4 65.5 Idx2020InsPre 17.44 -0.11 4.4 31.9 Idx2025InsPre 21.25 -0.13 5.1 35.7 Idx2030InsPre 23.82 -0.15 5.7 39.3 Idx2035InsPre 28.26 -0.17 6.6 44.8 Idx2040InsPre 31.08 -0.17 8.2 53.2 Idx2045InsPre 33.62 -0.18 9.2 57.9 Idx2050InsPre 33.79 -0.18 9.4 58.1 Idx2055InsPre 27.87 -0.15 9.5 58.3 Idx2055Investor 27.85 -0.15 9.5 58.2 Idx2025Premier 21.24 -0.13 5.1 35.8 Idx2030Premier 23.81 -0.15 5.7 39.5 Idx2035Premier28.26 -0.17 6.6 44.9 Idx2040Premier 31.07 -0.17 8.2 53.4 Idx2045Premier 33.62 -0.18 9.3 58.0 Idx2050Premier 33.79 -0.18 9.4 58.2 Idx2055Premier27.86 -0.15 9.5 58.5 Idx2060Premier 23.63 -0.12 9.6 58.6 Idx2065InstPrem 19.12 -0.10 9.5 58.4 Index2020Fund 17.43 -0.11 4.4 NS Index2025Fund 21.23 -0.13 5.1 NS Index2030Fund 23.80 -0.15 5.8 NS Index2065Fund 19.11 -0.10 9.6 NS Index2060Fund 23.61 -0.12 9.6 NS FidelityInvest: AilSectEq 14.96 -0.13 10.3 79.1 AMgr20%n 14.71 -0.07 3.6 23.5 AMgr50%n 23.23 -0.12 7.3 39.0 AMgr70%n 33.02 -0.16 9.7 49.9 AMgr85%n 33.78 -0.16 11.6 58.7 Balancn 34.68 -0.27 8.8 53.2 BalancedK 34.70 -0.26 8.8 53.5 BluChn 294.41 -4.59 10.2 101.1 BluChpGrK6 48.07 -0.65 8.7 98.4 BluChpGrK 296.43 -4.61 10.3 101.6
Net YTD 3-Yr. NAV Chg. %Ret. % Ret. CAMunn 12.13 -0.16 -0.2 9.8 CapApn 52.10 -0.15 12.9 78.7 CapDevOn 30.36 -0.19 9.9 87.9 ChinaRegn 69.36 1.38 27.3 117.4 CnvScn 41.49 -0.10 14.5 57.7 Contran 25.73 -0.44 6.0 91.8 ContraK 25.85 -0.45 6.0 92.2 CpIncn 11.20 -0.03 6.3 39.0 DisEqn 79.76 -0.31 10.2 74.1 DivGthn 48.70 0.12 15.1 90.6 DivIntln 53.86 0.03 10.8 54.3 DivIntlK6 19.62 0.02 10.7 54.4 DivStkOn 42.66 -0.04 11.3 73.5 EmergAsian 83.20 -0.59 25.6 116.8 EmrgMktK 57.07 -0.24 14.3 63.4 EmrgMktsDebt 8.53 -0.08 3.2 36.3 EmrMktn 56.98 -0.24 14.3 62.8 EqIncn 92.64 0.24 12.0 59.6 EqDivIncmn 33.43 0.11 13.6 50.6 Fideln 115.30 -0.96 2.7 68.2 FltRateHin 9.00 -0.01 2.6 23.0 FocsdStkn 46.28 -0.13 20.6 98.4 FournOnen 72.39 -0.38 8.9 54.4 GNMAn 10.22 -0.08 0.5 13.2 GroCon 55.10 -0.76 15.2 110.9 GroIncn 74.57 -0.01 9.9 69.7 GrowCoK 55.54 -0.77 15.3 111.4 GrowIncK 74.51 -0.01 9.9 70.1 GrStrtn 72.18 0.26 5.7 56.8 GwthDiscoveryn 74.73 -0.59 7.0 73.7 HighIncn 8.06 -0.05 2.8 29.9 IntBdn 10.15 -0.05 -0.2 13.8 IntEqRn 16.50 0.04 10.8 62.7 IntlCapiAppK6 18.23 -0.04 4.3 44.4 IntlDiscn 62.83 0.38 10.0 59.2 IntlGrRetn 24.07 -0.08 5.9 37.2 IntlSmCapn 38.82 -0.15 5.4 39.1 IntlValn 15.34 0.07 8.6 74.7 IntMun 10.07 -0.10 -0.3 9.0 InvGBn 7.12 -0.05 -0.5 12.3 InvGrBd 9.92 -0.08 -0.3 13.5 LargeCapn 67.91 -0.42 9.8 86.4 LevCoStn 50.76 0.55 15.5 85.2 LmtTrmMuniIncmn 10.52 -0.05 0.5 10.0 LowPn 46.96 0.21 13.9 49.6 LowPriStkK 46.90 0.21 13.9 49.9 LowPriStkK6 17.77 0.08 13.9 50.4 LtdTmBdFdn 11.45 -0.05 0.5 16.9 Maginn 15.14 -0.07 3.4 58.4 MAMunn 11.34 -0.13 0.1 8.6 Manager40n 14.78 -0.07 6.1 33.7 Manager60n 18.50 -0.09 8.4 44.0 McpVln 38.35 0.27 26.0 75.5 MegaCpStkn 34.31 -0.28 9.8 87.0 MidCapn 51.65 0.18 16.6 53.8 MuniIncn 12.13 -0.15 0.1 9.4 NASDAQn 317.92 -6.92 7.8 81.7 NewInsightsZ 52.55 -0.56 7.2 94.5 NewMilln 74.40 -0.33 10.9 80.3 NewMktn 13.83 -0.13 3.0 36.7 OTCn 28.78 -0.66 18.5 111.3 OTCK 29.64 -0.68 18.6 111.9 Ovrsen 75.09 -0.03 4.2 38.6 PuritanK 27.83 -0.11 7.8 52.5 Puritnn 27.86 -0.11 7.8 52.2 RealEn 44.39 0.31 17.9 32.2 SAIIntlMinVolInd 13.88 -0.02 7.8 38.6 SAILTTreBdIdx 6.41 -0.11 -2.5 -6.8
SAISm-MidCap500I 5.75 0.03 28.3 67.9 SAIUSMinVolIndFd24.55 0.16 7.7 46.4 SAIUSQtyIdx 25.88 -0.27 8.1 68.3 SmCapDiscn 26.24 -0.08 15.6 39.7 SmlCapOn 19.75 -0.09 21.8 71.0 SmlCpGrthn 42.00 -0.56 20.1 69.3 SmlCpGrthK6 23.25 -0.31 20.3 70.9 SmlCpGrthZ 42.53 -0.56 20.2 69.7 SmlCpValn 25.47 0.00 27.3 58.8 Srs1000ValIndRet 21.68 0.02 19.0 61.9 SrsBlChGroRetailn 25.51 -0.39 11.0 104.5 SrsEmrgMkt 29.77 -0.09 20.8 82.6 SrsGlobal 20.45 -0.04 11.7 61.1 SrsIntlGrw 20.33 -0.07 6.4 40.9 SrsGroCoRetail 31.59 -0.43 15.9 116.8 SrsIntlSmCp 18.75 -0.06 4.8 49.3 SrsIntlVal 17.03 0.08 9.2 81.1 SrsSmCapDiscRet 12.58 -0.04 15.7 41.2 STBFn 8.40 -0.02 0.7 14.9 StkSelSmCpn 50.98 -0.23 20.4 66.1 StkSlcACapn 102.55 -0.83 14.2 73.3 StratDivIncn 19.92 0.12 14.2 48.1 TaxFrBn 10.90 -0.13 0.3 10.1 TotalBond n 9.42 -0.08 -0.3 13.8 TotalBond K6 8.70 -0.07 -0.1 13.9 Trend n 213.58 -1.51 9.0 95.8 Valuen 17.15 0.09 24.5 64.0 ValueDiscn 44.61 -0.04 15.3 48.0 Wrldwn 41.95 -0.20 15.6 80.1 FidelitySAI:
EnhncdMncplIncFd 9.97 -0.12 0.4 NS EnhncdCrBndFd 9.83 -0.09 -0.4 NS RlEstIncFnd 9.98 -0.04 NS NS FidSaiCndInxFnd 15.70 -0.10 10.3 NS FidSaiInfltnFnd 9.98 -0.07 0.5 NS FidSaiLowIdxFnd 11.98 0.03 5.0 NS FidSaiRlEsttFnd 11.03 0.07 18.0 NS FidSaiTrsIdxFnd 9.63 -0.08 -1.1 NS FidSAICnsrvInc 10.04 -0.01 1.4 NS FidSAIEmgMktIndx20.50 -0.09 16.3 67.5 FidSAIIntlIndxFd 19.12 0.00 9.5 55.1 IntlValIdx 14.52 0.04 15.3 78.5 LowDurationInc 10.01 -0.01 1.8 15.8 MuniInc 9.76 -0.12 0.3 9.7 SAIEmgMktLoVolIx 12.93 0.16 12.1 38.8 SAIInflaFocFd 127.57 4.29 46.6 54.6 TotalBd 8.92 -0.07 -0.2 14.5 TxFreeBd 9.95 -0.12 0.4 10.1 U.S.TreBdIdx 8.65 -0.07 -0.6 8.7 USMomentumIdx23.50 0.22 23.5 113.5 USValueIndex 15.79 0.14 17.4 74.2 FidelitySelects: Biotechn 28.42 -0.26 17.9 85.6 Compn 206.06 2.54 62.5200.3 DfAeron 29.36 1.10 13.8 116.5 Energyn 86.43 3.08 40.8 61.8 Goldn 51.83 3.21 -9.2 144.1 Healthn 27.76 -0.13 10.1 33.2 MdTchDevisn 47.44 -0.29 -9.5 -1.4 Multimedian 134.71 -6.80 3.5 107.6 Pharmn 34.34 0.12 13.9 72.0 Retailn 17.07 -0.49 1.6 41.7 Semiconductorsrn 60.98 0.72 53.7 232.5 Softwrn 19.57 -0.92 -14.8 11.3 Techn 52.53 -0.12 31.1 132.0 UtilGrn 138.79 3.21 8.0 56.2 FidelitySeries:
BARRON’S July 27, 2026
J
L
O
R
S
U
BARRONS.COM/DATA MUTUAL FUNDS DATA PROVIDED BY LIPPER
I
M
T
V
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. Net YTD 3-Yr. NAV Chg. %Ret. % Ret. Canada 21.67 -0.13 9.7 60.8 FASeriesEqGroFd 17.19 -0.13 7.4 76.8 IntMuniZ 10.09 -0.10 -0.3 9.2 FidelityStrategicA: StratAdTaxSns 10.02 NA NA NA StratAdEmrMrt 17.07 NA NA NA FidelityAdviAsset: ADVAssetMan60 18.47 -0.10 8.4 44.3 FirstEagleFunds: GlbA 84.81 -0.40 5.4 57.5 OverseasA 32.87 0.07 8.2 60.9 FPA Funds: FPAFlexIncFnd 10.14 -0.07 0.0 18.4 FPANwInc 9.86 -0.07 0.2 17.9 FPACresInst 45.28 -0.42 5.5 48.5 FPACresentFnd 45.36 -0.42 5.6 48.8 FranklinA1: CATFA1 6.68 -0.08 0.8 9.5 FedTF A1 10.65 -0.13 1.0 10.8 HYTFA1 8.82 -0.10 1.9 15.7 IncomeA1 2.54 -0.01 4.8 29.6 Utils A1 26.45 0.53 11.7 55.7 FranklinTempleton: TgtModA 17.01 NA NA NA FrankTemp/FrankAdv: CATFAdv 6.67 -0.08 1.0 9.8 CvtScAdv 25.88 -0.11 9.6 49.5 DynatAdv 200.88 -4.73 2.2 70.9 GrowthAdv 141.88 -1.38 4.2 50.7 IncomeAdv 2.52 0.00 5.4 30.9 RisDv Adv 96.37 0.22 7.3 36.1 Utils Adv 26.79 0.53 11.8 56.4 FrankTemp/FranklinA: BALA 13.53 -0.01 6.5 26.9 DynaTechA 190.03 -4.49 2.0 69.6 EqInA 37.02 0.27 12.4 56.5 FoundFAlA 18.02 NA NA NA GoldPrMA 40.69 1.64 -11.8 201.5 GrOpA 45.93 -0.56 4.7 54.8 GrowthA 140.04 -1.37 4.0 49.6 RisDv A 96.52 0.27 7.2 35.1 SmMCpGrA 38.99 -0.31 4.8 29.6 StrIncA 8.20 -0.07 -0.3 14.9 TtlRtnA 8.17 NA NA NA FrankTemp/FranklinC: IncomeC 2.60 0.00 4.8 28.1 FrankTemp/FranklinR: FrkDynTchR6 204.69 -4.82 2.2 71.3 FrkGrthR6 141.73 -1.37 4.2 51.0 FrkIncR6 2.53 -0.01 4.9 30.4 FrkRisDivR6 96.34 0.20 7.4 36.4 FrankTemp/MutualA&B: SharesA 27.26 -0.07 7.2 38.2 FrankTemp/TempA: FrgnA 10.38 -0.09 9.6 40.5 GrowthA 28.97 0.17 2.6 40.3 WorldA 18.33 -0.05 3.2 60.5 FrostFamilyofFund: FrTRInst 9.46 -0.06 0.5 18.6
G
H
Net YTD 3-Yr. NAV Chg. % Ret. %Ret.
Net YTD 3-Yr. NAV Chg. %Ret. % Ret.
Net YTD 3-Yr. NAV Chg. % Ret. % Ret.
GEElfun/S&S: Trustsn 98.55 -0.24 5.1 70.1 GlobalGrowthFund :
GlobalGrowthFund35.69 -0.16 8.9 90.3 GMOTrust Class III: Quality 35.48 -0.36 4.2 56.5 GMOTrust Class VI: Quality 35.48 -0.36 4.3 57.0 GoldmanSachsInst: EmgMktEq 36.73 NA NA NA HYMuni 8.97 NA NA NA Int 20.16 NA NA NA Muni 15.08 NA NA NA GuggenheimFundsTru: MacOppFdClInstl 24.41 NA NA NA TotRtnBdFdClInst 23.37 NA NA NA GuideStoneFunds: EqindxGS2 72.71 NA NA NA EqIndxGS4n 72.65 NA NA NA MedDurGS2 12.53 NA NA NA
HarborFunds: CapApInst 119.62 NA NA NA IntlInst 59.14 0.17 7.8 48.2 SmCpValInst 55.43 0.35 29.8 53.2 HardingLoevner: IntlEq 30.59 -0.05 12.6 49.8 HartfordFunds A: BalIncA 14.89 -0.06 4.1 26.4 CapAppA 46.61 -0.42 6.0 46.9 DiscpEqA 57.43 -0.31 6.5 61.0 DivGthA 38.15 0.05 11.2 52.0 EqInc 21.97 0.02 9.6 40.2 GrOppty 64.81 -1.09 2.6 77.4 MidCapA 20.14 -0.23 2.3 10.9 HartfordFunds I: BalIncI 14.90 -0.06 4.3 27.4 DivGthI 37.84 0.06 11.3 53.1 EmrgMktEqInv 27.44 0.00 19.6 78.9 InterValue 27.45 0.06 13.8 78.1 IntlAlphaInv 23.02 -0.19 6.5 48.3
StrInc 7.85 -0.06 0.8 25.4 Hartford FundsY: IntlValY 28.25 0.06 13.8 78.1 Hartford HLS Fds IA: CapApp 56.21 -0.56 5.6 52.0 DiscEqui 24.70 -0.13 6.5 60.9 Div&Grwth 25.48 0.04 11.4 54.1
Invesco Fds Investor: DivrsDiv n 19.68 0.14 8.4 45.4 Invesco Funds A: 500InxA 78.02 -0.47 8.7 66.7 ActiveAllA 16.21 -0.11 8.8 42.2 CapApprAp 89.00 -0.68 4.7 70.3 Chart 22.42 -0.04 5.0 57.2 CmstA 34.26 0.08 12.2 57.1 DevMktA 39.64 -0.18 13.2 39.2 DiscFdAp 123.80 -0.35 25.2 84.0 DisMdCpGrA 31.93 0.28 18.7 57.0 DivIncmp 28.55 0.28 9.4 43.8 DivrsDiv p 19.69 0.14 8.3 45.0 EqIncA 11.66 -0.02 7.0 40.2 EqWtdAp 80.78 0.06 12.2 43.8 GrIncA 24.73 0.03 9.4 53.3 HYMuA 8.20 -0.10 1.9 11.5 InvescoFdp 52.60 2.49 -10.9 126.9 InvGloblFdA 87.75 -1.73 1.4 45.6 MnStFndA 66.24 -0.33 5.9 57.2 MnStSmCpAp 31.98 0.21 11.3 44.2 ModInvA 12.95 -0.08 7.6 35.9 MunInA 11.58 -0.14 1.4 8.6 RchHiYldMuniA 6.52 -0.07 2.0 10.9 RisingDivA 28.30 -0.01 6.6 52.1 RoMu Ap 14.17 -0.22 0.9 5.8 SmCpValAt 31.69 0.27 25.2100.2 SPIncomeA 7.06 0.09 24.1 81.2 Tech p 72.02 -0.81 23.7 118.0 Invesco Funds P: SummitP p 29.33 -0.25 2.0 61.2 Invesco Funds Y: DevMktY 38.63 -0.17 13.3 40.3 DiscovY 160.20 -0.44 25.3 85.2 EqWtdY 82.59 0.06 12.4 44.9 IncomeY 7.75 0.10 24.2 82.4 IvyFunds: CoreEqAt 18.72 0.00 9.4 68.3 LgCpGwthAp 35.84 -0.57 -1.8 41.2 LgCpGwthlr 40.01 -0.63 -1.6 42.3 ScTechAp 75.70 -0.11 30.8 155.1 ScTechI r 109.57 -0.15 31.0 157.1
Janus Henderson: BalancedC 48.16 -0.16 2.1 38.0 BalancedTn 49.05 -0.15 2.6 41.3 Enterprise Tn 149.24 -1.23 7.1 35.2 GlbResch Tnr 130.48 0.16 7.6 70.2 GlTech Tnr 83.81 NA NA NA Grw&IncTn 78.48 NA NA NA Resh T n 90.60 -0.72 1.2 76.0 JHFIIIDispVal: DispVal 30.86 0.23 18.0 68.0 DispValI 29.21 0.22 18.2 69.3 DispValMCI 31.21 0.28 13.6 46.6 DispValMdCp 29.23 0.26 13.4 45.5 DispValMdCpR6 31.22 0.29 13.7 47.1 DispValR6 29.32 0.22 18.2 69.8 JHITFunLgCpCorFd: FunLgCpCorA 65.25 NA NA NA John Hancock: 500Index1 75.74 -0.46 8.8 67.8 BondI 13.30 -0.13 -0.4 13.4 BondR6 13.33 -0.12 -0.3 13.8 IntlGrwI 38.52 NA NA NA John Hancock Class 1: BlueChipGrw 63.42 -1.25 -3.2 69.7 LSAggr 16.26 -0.06 10.3 53.3 LSBalncd 14.45 -0.06 6.7 37.9 LSGwth 15.56 -0.06 8.8 46.8 John Hancock FundsA: BalA 31.68 NA NA NA BondA p 13.30 -0.12 -0.6 12.4 LifeBal 14.61 -0.07 6.6 36.4 LifeGrw 15.66 -0.06 8.6 45.3 JPMorgan AClass: CoreBond 10.16 -0.08 -0.7 11.4 CorePlusBdp 7.14 -0.05 -0.1 13.8 EqIncp 27.73 0.07 15.6 50.2 GroInc p 95.57 0.31 14.7 52.1 GwthAdvp 38.45 -0.36 -0.9 61.7 InvBalp 17.11 -0.09 3.8 33.9 InvCon p 13.17 -0.08 2.3 25.1 InvG&I p 21.99 -0.12 4.9 40.3 InvGrwtp 30.22 -0.16 6.3 49.0 LgCpGwth p 78.28 -0.51 -0.8 62.1 USEquity 27.47 -0.27 2.7 53.1 JPMorgan IClass: CoreBond 10.16 -0.07 -0.5 12.3 CorePlusBd 7.14 -0.05 0.1 15.0 EmMktEq I 50.55 0.25 21.4 74.5 EqInc 28.44 0.08 15.8 51.3 EqIndx 111.09 -0.68 8.9 68.4 GrAdv r 41.52 -0.39 -0.7 62.9 IntlVal 23.28 0.23 13.8 94.8
LgCapVal 22.80 -0.22 8.9 49.2 LgCpGwth 81.25 -0.52 -0.7 63.4 MdCpGrw 50.58 -0.24 2.0 33.4 ShtDurBnd 10.81 -0.02 0.9 15.8 USEquity 27.61 -0.27 2.9 54.3 USLgCpCorPls 24.85 -0.11 5.6 67.8 USRechEnhEq 51.29 -0.19 7.2 65.1 ValAdv 41.18 0.08 12.7 49.8 JPMorganL Class: Fl EmMktEqL 50.94 0.25 21.5 75.0 MdCpValL 35.89 0.09 12.5 39.8 JPMorganR Class: CoreBond 10.17 -0.08 -0.5 12.8 CorePlusBd 7.15 -0.05 0.2 15.3 HighYld r 6.51 -0.02 2.0 27.5 ShtDurBnd 10.81 -0.02 0.9 16.0 USRechEnhEq 51.20 -0.19 7.3 65.6 JPMorgPrm: USEquity L 27.69 -0.27 2.9 54.9
Laudus Funds: USLgCpGrnr 25.85 -0.44 0.1 63.3 Lazard Instl: EmgMktEq 30.51 0.13 23.0 98.8 GlbLstInfr 19.18 -0.06 7.9 45.9 Legg MasonI: IntlGrTrI 74.55 -0.56 0.6 34.8 Loomis Sayles Fds: LSBondI 11.83 -0.10 -0.8 20.7 Lord Abbett A: Affiltd p 22.61 0.17 13.5 62.4 BdDeb p 7.07 NA NA NA CalibrDivGr 26.83 0.00 7.8 60.1 HYMuniBd p 10.60 -0.11 2.4 13.3 IntrTxFr 10.14 -0.11 0.2 10.0 MultiAstBalOppty 14.03 -0.02 4.9 42.4 ShtDurIncmA p 3.82 -0.01 0.9 16.1 TaxFr p 10.21 -0.12 1.2 9.4 Lord Abbett I: BdDebentr 7.03 NA NA NA FloatRt 8.01 NA NA NA HiYld 6.24 NA NA NA ShtDurInc p 3.82 -0.01 1.0 16.8
MainStay Fds A: HiYldBdA 5.13 -0.03 1.3 20.9 LgCpGrA p 8.82 -0.11 0.3 66.9 MainStayFds I: S&P500IdxA 78.88 -0.49 8.7 66.8 Mairs&Power: MairsPwrGrn 194.16 -2.13 8.6 49.6 MassMutual Select: MCGrEqIII 17.28 NA NA NA Metropolitan West: TotRetBd n 8.95 -0.07 -0.7 11.3 TotRetBdI 8.94 -0.08 -0.7 11.9 TRBdPlan 8.39 -0.07 -0.6 12.2 UnconstrBdI 10.31 -0.04 1.4 21.0 MFS Funds: IIE 42.40 -0.13 4.5 38.7 MFS Funds ClassA: AgGrAIA 34.31 0.05 8.4 44.0 CoEqyA 53.36 -0.26 6.8 52.2 GrowthA 175.63 -1.66 0.6 60.3 IntlVA 45.99 0.29 5.5 54.7 MCapA 25.74 -0.08 1.9 27.2 MCapValA 34.36 0.14 14.3 41.6 MIGA 40.12 -0.35 -3.4 29.6 MITA 38.29 0.01 7.7 52.8 MuHiA 7.39 -0.08 1.9 15.9 MuInA 8.08 -0.10 0.9 10.9 ResBdA 9.41 -0.08 -0.3 13.2 RschA 59.33 -0.11 5.7 49.8 TotRA 20.03 0.01 5.4 30.3 UtilA 27.28 0.53 11.2 36.7 ValueA 54.57 0.42 10.2 43.1 MFS Funds ClassI: GrowthI 198.00 -1.86 0.7 61.5 MCapI 28.50 -0.08 2.0 28.2 MCapValI 35.70 0.15 14.5 42.7 ResBdI 9.41 -0.07 -0.3 13.7 RschI 62.12 -0.11 5.8 51.0 ValueI 55.04 0.42 10.3 44.2 MorganStanleyInst: CapGrPp 55.29 -2.88 -11.4 75.0 MorganStanleyPathway: CoreFxIcmn 6.67 -0.05 -0.6 10.8 MunderFunds:
MndrIntlSmCpInvr 21.54 0.08 8.4 64.2 Mutual Series: BeacnZ 19.67 0.07 5.8 48.4 GlbDiscA 32.32 0.02 4.5 41.2 GlbDiscz 33.59 0.03 4.7 42.3 QuestZ 17.26 0.09 7.9 46.8 SharesZ 27.80 -0.07 7.4 39.2
Net YTD 3-Yr. NAV Chg. % Ret. %Ret. NeubergerBerman Fds: GenesInst 60.12 -0.69 11.7 17.8 LCValInst 61.13 0.37 20.2 57.0 LgShInst 20.23 -0.16 0.7 21.2 StrIncInst 9.91 -0.09 0.0 21.4 SustainableEqIns 62.41 -0.70 11.6 82.0 NeubergerBerman Inv: Guardn 30.40 -0.44 2.4 57.1 LCValn 61.10 0.36 20.1 56.3 NeubergerBerman Tr: GenesisFdR6 60.07 -0.69 11.8 18.2 NicholasGroup: Nichn 91.41 -1.10 2.7 35.7 NorthernFunds: BdIdxn 9.07 -0.08 -0.7 11.2 EmMktsEqIdxnr 16.97 -0.04 17.0 68.8 HiYFxIncn 6.01 -0.04 1.7 27.2 IntlEqIdxnr 19.26 0.01 9.6 55.2 MidCpIdxn 23.99 0.06 15.3 45.9 SmCapIdxn 18.38 -0.20 18.8 55.3 StkIdxn 73.82 -0.45 9.0 69.1 NuveenClA: AAMunBdp 9.76 -0.11 0.4 8.4 HiYldMuBdp 14.16 -0.20 2.2 10.5 NuveenClI: HYMunBd 14.17 -0.19 2.3 11.2 NuveenClR: IntDMunBd 8.73 NA NA NA LmtTrmR 10.82 -0.08 0.2 8.8
OakmarkFundsInvest: EqtyIncnr 39.39 -0.40 2.0 29.0 Oakmarkn 177.63 -0.27 3.2 45.6 OakmrkIntn 33.16 -0.35 2.0 26.2 Selectn 95.35 -1.08 4.5 48.2 OberweisFundsInstl: Oberweis 38.19 -0.28 27.5 67.6 OldWestburyFds: AlCpCoren 27.16 NA NA NA CreditIncomeFdn 7.83 NA NA NA FixIncpn 9.99 NA NA NA LrgCpStrn 22.04 NA NA NA MuniBdpn 11.35 NA NA NA Sm&MdCapStrategin 19.04 NA NA NA OptimumFunds Inst: FixedInc 8.22 NA NA NA LgCpGrwth 25.37 -0.42 2.0 68.4 LgCpVal 22.07 0.18 11.9 49.9 OsterweisStratIncome:
OsterweisStrIncn 11.18 -0.03 2.4 22.9
P Q
ParnassusFds: ParnEqFd n 59.76 -0.64 6.9 48.5 PermPortFunds: Permanentn 76.48 0.27 2.2 64.6 PGIMFundsClA: JennGrowth 61.66 NA NA NA JennUtility 16.15 NA NA NA TotalReturnBondp 11.85 NA NA NA PGIMFundsClZ: HighYield 4.75 NA NA NA JennGrowth 73.57 NA NA NA TotalReturnBond 11.81 NA NA NA PIMCOFdsInstl: AllAsset 12.17 NA NA NA CommodtyRR 16.82 NA NA NA DivInc 9.85 NA NA NA EmMktsBd 8.93 NA NA NA GlblBdOppUSH 9.50 NA NA NA HiYld 7.94 NA NA NA HiYldMuniBd 8.30 NA NA NA IntlBdUSH 9.64 NA NA NA InvGrdCrBd 8.87 NA NA NA LgTrmCrdtBd 8.46 NA NA NA LngDurTotRtrn 6.89 -0.13 -2.3 7.0 LowDur 9.18 NA NA NA LowDurIncr 8.18 NA NA NA ModDur 9.22 -0.07 -0.6 16.2 MortgOppBd 9.16 NA NA NA MuniBd 9.28 -0.11 0.7 12.1 RealRtnI 10.05 NA NA NA ShortT 9.70 NA NA NA StcksPLUSIntlHdgr 10.23 NA NA NA StksPLS 13.41 NA NA NA TotRt 8.59 NA NA NA TrndsMgdFutStrgy 11.12 NA NA NA PIMCOFundsA: IncomeFd 10.66 NA NA NA LowDurInc 8.18 NA NA NA TotRetA 8.59 NA NA NA PIMCOFundsC: IncomeFd 10.66 NA NA NA PIMCOFundsI2:
ComPLUSStrtgyFd 8.48 NA NA NA HiYldMuniBd 8.30 NA NA NA Income 10.66 NA NA NA IntlBdUSH 9.64 NA NA NA InvstGrCrBd 8.87 NA NA NA LowDurInc 8.18 NA NA NA MuniBd 9.28 -0.11 0.7 11.8 ShtTm 9.70 NA NA NA TotRt 8.59 NA NA NA
Net YTD 3-Yr. NAV Chg. %Ret. %Ret. PIMCOFundsInstl:
ComPLUSStrtgyFd 8.66 NA NA NA DynamicBd 10.09 NA NA NA IncomeFd 10.66 NA NA NA InflRespMulAsset 9.22 NA NA NA Pioneer FundsA: CoreEqA 27.15 0.07 11.4 52.8 DiscGrA 22.52 -0.48 6.1 61.6 PioFdA 47.46 -0.27 8.0 78.4 SelMCGrA 56.68 -0.34 16.8 81.1 Pioneer FundsY: BondY 8.22 -0.07 -0.3 16.0 PionFdY 48.83 -0.27 8.2 79.9 StratIncY pp 9.60 -0.09 0.0 20.8 PriceFunds: 2050RetFdn 23.79 -0.02 9.9 56.0 Balnancedn 29.60 -0.11 5.4 43.3 BlChip n 203.25 -3.92 -3.4 69.8 Communica&Techn123.90 -3.30 -5.8 53.4 DivGron 89.98 0.53 10.8 49.9 DvsfMCGr n 47.28 -0.21 1.2 43.2 EqIncn 44.73 0.15 16.6 54.1 EqIndexn 192.41 -1.17 8.9 68.4 GlbStk n 80.01 -0.61 15.1 72.9 GlbTech n 33.46 -0.15 26.0 132.0 Growthn 106.27 -1.52 -1.2 59.4 HelSci n 90.29 0.24 8.1 32.0 InstFLRfdr 9.25 -0.01 1.9 24.6 InstHiYld 7.79 -0.05 1.5 25.7 LgCapGow I 84.62 -0.88 -0.4 68.9 InstLCCoreGr 68.87 -1.32 -3.2 70.9 LgCpVal 27.58 0.13 20.4 55.8 InstSmCap 27.85 -0.14 14.2 45.1 IntDis n 80.50 -0.26 7.1 44.2 IntlStkn 22.55 -0.16 7.0 35.0 IntlValEq n 26.79 0.14 12.7 81.6 MCapVal n 38.63 0.11 20.1 55.7 MCEqGr 52.64 -0.40 1.6 20.6 MidCap n 98.52 -0.75 1.3 19.6 NAmer n 78.28 -0.25 -0.9 53.3 NHorizn 57.37 -0.80 10.9 21.2 OverS SFnr 17.70 0.02 9.3 52.2 QMUSSmCpGrEqn 51.51 -0.27 15.4 50.6 R2015n 14.01 -0.04 5.0 33.3 R2020n 20.80 -0.06 5.4 34.5 R2025n 18.64 -0.05 5.7 36.3 R2030 n 29.57 -0.08 6.6 40.7 R2035 n 25.21 -0.05 7.8 46.3 R2040n 37.44 -0.05 8.8 51.1 Ret2045 n 27.87 -0.02 9.6 54.8 Ret2055 n 25.04 -0.01 10.1 56.5 SciTec n 68.70 -1.15 19.2 119.9 SmCap n 61.66 -0.50 20.3 48.9 SmCapStkn 64.97 -0.35 14.1 44.9 SpecGrn 27.32 -0.10 7.6 51.0 TotIndexn 77.99 -0.46 9.6 67.8 U.S.EqReschn 73.22 -0.56 8.9 70.7 USLrgCpCore n 47.29 0.10 9.6 63.2 Valuen 56.43 0.56 18.0 59.2 PRIMECAP OdysseyFds: AggGrowthrnr 59.80 -0.09 19.5 82.5 Growthrnr 44.89 -0.12 22.3 98.3 Stock rnr 39.58 0.06 19.3 79.3 Principal Investors: CapApprAp 88.96 -0.90 7.9 63.5 InfProIN 7.70 -0.05 0.4 9.9 LgIndxI 35.26 -0.21 8.9 68.7 LgIndxJtn 34.68 -0.21 8.8 67.9 LT2030In 14.93 -0.05 4.5 34.5 LT2040I 17.66 -0.05 6.0 42.9 LT2050I 19.43 -0.02 7.4 49.8 MidCpBldA 38.45 -0.64 -5.6 22.2 PreSecI 9.20 -0.07 1.0 25.9 PtrLVIn 19.57 0.00 12.9 47.0 RealEstSecI 32.91 0.51 19.9 32.1 SAMBalAp 17.57 -0.04 6.9 42.5 SAMGrAp 21.09 -0.04 8.8 50.9 PutnamFunds: GrOpp R6 82.84 -1.25 0.0 67.0 PutnamFundsClass A: DynAABalA 17.76 -0.13 5.8 49.1 DynAAGthA 23.29 -0.08 8.2 61.8 PutLargCapp 44.31 0.27 13.4 69.4 GeorgePutBal 28.50 -0.26 6.5 49.7 GrOpp pp 75.00 -1.13 -0.2 65.4 StDurInc 10.10 -0.01 1.9 16.0 SustainLdrsFdp 125.47 -0.76 2.8 50.9 PutnamFundsClass Y: GrOpp Y 81.55 -1.23 0.0 66.6 PutLargCap 44.31 0.23 13.5 70.6 SmCapGr 99.73 -0.06 17.3 65.9 StDurInc 10.11 -0.01 1.9 16.4
Royce Funds: PAMutI nr 11.03 -0.04 19.4 48.5 Russell FundsS: GblEq 12.13 -0.06 8.7 60.0 StratBd 8.96 -0.07 -0.7 10.9 TaxExBd 21.63 -0.20 0.5 9.5 TMUSMdSmCp 50.56 -0.29 16.5 37.6 TxMngUSLgCp 103.91 -0.47 8.0 57.2 Rydex DynamicFds: NasdaqStratHp 781.54-27.62 17.5 146.8 Rydex InvestorClass: NasdaqInvn 105.95 NA NA NA
SchwabFunds: 1000 Invnr 15.89 -0.10 9.2 68.5 FunIntlLgInstnr 16.27 0.03 17.1 75.6 FunUSLgInstnr 37.44 0.09 16.7 68.3 InflProSeln 10.16 -0.07 0.5 10.8 IntISelnr 31.44 -0.01 9.5 54.5 S&PSel n 19.11 -0.11 9.0 69.3 SmCp Selnr 47.31 -0.52 18.8 55.6 TSMSelnr 17.94 -0.11 9.5 67.6 USSmCoIdxnr 22.42 -0.19 18.9 47.3 SEI Portfolios: CoreFxInF 9.40 -0.08 -0.9 10.3 IntlEmgF 16.58 -0.02 17.4 67.5 IntlEqF 14.37 0.02 11.0 65.9 TaxMgdLCF 43.80 -0.19 7.8 50.6 SelectedFunds: AmShDn 44.46 -0.31 11.8 81.7 SmeadFds: SmeadValueInstl98.88 0.49 21.1 44.6 SSgAFunds: SP500n 302.81 -1.83 8.9 68.6 StrategicAdviser: StratAdFidEmr 18.26 0.00 20.2 78.3 StratAdMunBond 8.73 NA NA NA StratAdShrtDur 9.88 NA NA NA StratAdFidUS 21.27 -0.12 12.2 73.8 StratAdIntlFnd 14.88 NA NA NA StratAdCorInFnd 9.02 NA NA NA StratAdInOpFnd 8.88 NA NA NA StratAdvFidIntl 16.18 0.02 9.5 57.2 StratAdAltFund10.40 NA NA NA StratAdFidCoreS 9.05 -0.08 0.0 13.6
TCW Funds: EmMktIncn 7.01 -0.05 3.9 36.0 ThompsonIM: Bondn 10.50 -0.04 0.9 27.5 ThornburgFds: IncBuildAt 38.04 0.39 17.5 91.4 IntValI 37.35 0.21 10.7 69.2 LtdTIncI 13.08 -0.04 0.7 16.8 LtdTMuI 13.42 -0.09 0.4 9.8 Thrivent FundsA: LgCpStk 31.38 -0.08 9.2 58.2 Thrivent FundsS: LgCpValn 37.36 0.24 14.1 59.7 MidCapStk n 39.54 -0.07 17.1 35.2 TIAA-CREF/InstlCl: CoreBondInst 9.04 -0.07 -0.1 13.7 CorePlsBd 9.06 -0.08 0.1 14.8 TIAA-CREF/Retail Cl: EqIdx 52.20 -0.35 9.1 65.8 Gro&Inc 29.73 -0.16 4.9 62.4 LrgCpGro 28.89 -0.34 0.2 62.3 TIAA/CREF Funds: BdIdxInst 9.53 -0.08 -0.5 11.5 EqIdxInst 51.23 -0.34 9.3 67.2 Gr&IncInst 15.75 -0.09 5.1 63.7 IntlEqIdxInst 30.49 -0.01 9.5 54.8 IntlEqIdxRet 31.29 -0.01 9.3 53.6 IntlEqInst 16.85 0.06 7.1 51.7 LC2040Inst 12.59 -0.05 6.2 45.8 LCIdx2020Inst 20.90 NA NA NA LCIdx2025Inst 24.22 NA NA NA LCIdx2035Inst 32.24 NA NA NA LCIdx2040Inst 36.17 NA NA NA LCIdx2045Inst 39.08 NA NA NA LrgCpGrIdxInst 75.92 -1.14 -0.1 71.4 LrgCpGrIdxRet 76.53 -1.15 -0.2 70.1 LrgCpGrInst 29.22 -0.34 0.4 63.7 LrgCpVl IdxInst 33.29 0.04 19.0 61.6 LrgCpVl Inst 27.76 0.04 16.4 63.3 QuantSmCpEqInst 23.51 -0.41 19.8 69.3 RealSecInst 20.83 0.29 19.3 33.5 S&P500IdxInst 80.38 -0.48 9.0 69.1 S&P500IdxRet 79.61 -0.48 8.8 67.9 SmCpBlIdxInst 30.71 -0.33 18.8 55.5 SocChEqInst 31.49 -0.22 10.7 61.6 TortoiseCapital: TorMLPPipInsCl24.33 0.24 28.9 102.7 Touchstone Funds Gro: MdCpY 58.22 -0.05 2.7 24.9 Touchstone Strategic: LagCapFocAp 84.19 -1.67 2.6 50.4 Trust forProfessionalMa: PrfTrtStrtBdIns19.40 -0.17 0.0 15.0 TweedyBrowneFds: GblValue n 31.73 0.17 12.6 45.9
UM Funds: BehavVal 90.27 -0.46 15.3 37.0
Net YTD 3-Yr. NAV Chg. % Ret. % Ret. ValUltra 18.23 -0.15 5.8 75.6 VANGUARDADMIRAL: 400MCpIdxInst511.27 1.22 15.3 46.0 500Admln 684.29 -4.12 9.0 69.2 BalAdmln 53.62 -0.36 5.5 43.8 CAITAdml n 11.35 -0.12 0.0 10.0 CALTAdmln 11.32 -0.14 0.6 10.6 CapOpAdmlnr 259.94 0.25 19.9 85.4 DivAppIdxAdmn 64.77 0.30 9.5 51.1 EMAdmrn 47.84 -0.20 7.3 50.6 EnergyAdnr 84.06 2.76 35.3 54.2 EqIncAdml n 102.30 0.74 11.4 54.5 EuropeAdmln 110.59 -0.29 7.8 54.2 ExplrAdmln 122.61 -0.54 14.9 42.6 ExtndAdml n 179.06 -1.66 13.5 58.1 GNMAAdml n 9.30 -0.07 0.3 12.8 GroIncAdml n 117.34 -0.81 7.5 71.1 GrwthAdmln 257.88 -5.58 2.9 76.6 HltClxAd nr 152.64 0.97 6.8 27.9 HlthCareAdmlnr 86.22 0.27 4.1 22.1 HYCorAdmlnr 5.43 -0.04 1.0 24.7 InfProAdn 22.66 -0.16 0.3 10.6 InfTechIdxn 463.99 0.47 20.5 105.6 IntlGrAdmln 117.46 -1.56 3.0 33.3 ITBondAdmln 10.21 -0.09 -1.0 13.0 ITCorpIxn 21.91 -0.20 -0.8 17.6 ITIGradeAdmln 8.61 -0.09 -0.8 17.9 ITsryAdmln 9.74 -0.08 -1.0 11.2 ITTresIdxn 19.69 -0.13 -0.9 10.9 LarCapAdn 171.64 -1.11 8.6 69.9 LTGradeAdmln 7.29 -0.13 -2.3 6.4 LTsryAdmln 7.60 -0.11 -2.3 -3.0 MidCpAdmln 399.02 1.51 11.8 48.5 MuHYAdml n 10.54 -0.12 1.4 12.8 MuIntAdmln 13.55 -0.15 0.1 10.1 MuLTAdmln 10.68 -0.14 0.7 10.2 MuLtdAdmln 10.89 -0.05 0.8 10.9 MuShtAdmln 15.81 -0.04 1.3 11.1 NJLTAdml n 11.23 -0.16 0.6 10.4 NYLTAdmln 10.72 -0.13 0.9 10.6 PacifAdmln 134.19 0.10 19.7 67.5 PALTAdmln 10.64 -0.15 0.3 10.3 PrmcpAdmlnr 223.06 0.27 20.6 91.2 RealEstatAdmln142.88 1.11 16.2 30.7 S&PSC600Idx 540.23 -4.51 21.0 46.7 SmCapAdmln 141.45 -0.50 15.2 49.8 SmGthAdmln 120.08 -1.10 13.4 47.9 STBondAdmln 10.13 -0.04 0.2 13.9 STCorpIxn 21.36 -0.08 0.6 17.1 STFedAdmln 10.18 -0.04 0.5 14.3 STIGradeAdmln 10.31 -0.05 0.6 17.4 STIPSIxAdm n 24.86 -0.05 1.6 15.8 STsryAdml n 9.78 -0.03 0.5 13.2 STTresIdx n 19.35 -0.03 0.6 13.2 TotBdAdml n 9.51 -0.07 -0.5 11.5 TotIntBdIdxAdmn 19.11 -0.05 0.1 11.7 TotIntlAdmIdxnr 44.73 -0.09 10.9 58.8 TotStAdmln 177.57 -1.13 9.5 67.6 TxMBalnr 50.63 -0.43 4.1 35.5 TxMCapAdmln 380.73 -2.54 8.8 67.3 TxMIn nr 22.38 -0.02 12.3 61.9 TxMSC nr 118.41 -0.97 21.3 46.8 USGroAdmln 189.31 -4.17 -2.9 61.1 UtilIxAdnr 100.10 2.16 9.3 47.6 ValAdmln 86.23 1.21 16.9 60.9 WdsrllAdmln 89.43 -0.05 8.1 55.1 WellsIAdmln 62.63 -0.16 3.5 25.8 WelltnAdmln 79.78 -0.53 4.5 46.4 WndsrAdmln 80.99 -0.09 10.2 42.5 VANGUARDFDS: CAITn 11.35 -0.12 -0.1 9.8 CapOpnr 112.63 0.11 19.8 85.0 DivdGron 31.65 0.00 4.2 26.1 DivrEqn 56.48 -0.54 5.1 54.9 EqIncn 48.82 0.35 11.3 54.1 Explr n 131.87 -0.58 14.9 42.1 FTAlWldInAdmln 50.68 -0.09 11.5 60.4 GlbCapCylInvnr 22.97 0.17 13.9 103.2 GlbEq n 40.24 -0.46 5.0 49.4 GloMinVolFdAdmn 34.49 0.04 9.4 44.6 GNMAn 9.29 -0.08 0.1 12.3 GroIncn 71.91 -0.50 7.5 70.6 HlthCarenr 204.48 0.65 4.1 21.9 HYCor nr 5.43 -0.04 1.0 24.4 InflaPron 11.55 -0.08 0.3 10.4 IntlExplr n 21.80 -0.02 8.4 42.4 IntlGrn 36.93 -0.49 3.0 32.8 IntlValn 46.87 -0.40 13.7 51.2 LifeGron 54.41 -0.27 8.1 52.7 LifeMod n 36.28 -0.19 6.0 41.6 MATxExn 9.98 -0.13 0.5 9.9 MidCpGropn 24.08 -0.50 -3.1 29.6 MuHYn 10.54 -0.12 1.4 12.5 MuIntn 13.55 -0.15 0.1 9.9 OHLTten 11.52 -0.15 0.6 10.2 Primcpnr 215.30 0.25 20.6 90.8 PrmcpCor n 46.12 0.18 24.5 96.4 SelValunr 30.48 -0.02 14.9 48.7 STAR n 30.28 -0.20 4.8 37.8 STIGraden 10.31 -0.05 0.6 17.0 StratgcEqn 44.49 -0.09 18.6 68.7 StrSmCpEqInvn 51.71 -0.14 22.0 75.0 TgtRe2020n 28.42 -0.14 3.5 29.9 TgtRe2025n 20.93 -0.10 4.9 36.9 TgtRe2030n 44.80 -0.24 5.8 41.9 TgtRe2035n 29.21 -0.15 6.7 46.1 TgtRe2040n 53.68 -0.28 7.5 50.4 TgtRe2045n 37.61 -0.19 8.3 54.5 TgtRe2050n 64.64 -0.31 9.0 58.6 TgtRe2060 n 66.54 -0.33 9.1 58.7
TgtRet2055n 72.19 -0.35 9.1 58.7 TgtRetIncn 14.15 -0.07 3.2 27.1 USGron 73.06 -1.61 -3.0 60.6 WellsIn 25.86 -0.06 3.5 25.6 Welltnn 46.21 -0.30 4.5 46.1 Wndsrn 24.03 -0.02 10.1 42.0 WndsrIIn 50.42 -0.03 8.0 54.7 VANGUARDINDEXFDS: 500 684.40 -4.12 8.9 68.7 EmgMktInstPl 121.03 -0.49 7.4 50.9 ExtndIstPl 441.86 -4.09 13.5 58.2 FTAIWdInPl 170.14 -0.30 11.6 60.6 IdxIntl 26.74 -0.06 10.9 58.5 ITTresIdxInst 24.44 -0.15 -0.8 10.9 LTTresIdxInst 22.76 -0.32 -2.4 -3.4 MdCpGrAdml n 125.76 -0.54 5.0 41.5 MdCpVlAdmln 106.08 1.02 16.7 52.0 SmValAdmln 104.93 0.04 16.5 50.7 TotBd2 9.37 -0.08 -0.6 11.2 TotIntlInstIdxr 178.88 -0.36 11.0 59.0 TotItlInstPlIdr 178.92 -0.37 11.0 59.0 TotSt 177.54 -1.12 9.4 67.2 VANGUARDINSTLFDS: BalInst 53.63 -0.36 5.6 43.9 DevMktsIndInst 22.41 -0.02 12.3 62.0 DevMktsInxInst35.02 -0.05 12.3 62.1 EmMkInstr 36.38 -0.15 7.4 50.8 ExtndInst 179.05 -1.66 13.5 58.1 FTAlWldIstr 160.67 -0.28 11.5 60.5 FTScinst 50.56 -0.58 7.7 69.9 GrwthInst 257.89 -5.59 2.9 76.7 InPrSeIn 9.23 -0.07 0.3 10.8 InstIdx 593.55 -3.57 9.0 69.2 InstPlus 593.54 -3.57 9.0 69.3 InstTStIdx 122.39 -0.78 9.5 67.8 InstTStPlus 122.37 -0.78 9.5 67.8 ITBdInst 10.21 -0.09 -1.0 13.0 LaCapInst 706.43 -4.60 8.6 69.9 MidCpInst 88.15 0.34 11.8 48.6 MidCpIstPl 434.72 1.65 11.8 48.6 RealEstaInstl 22.11 0.17 16.2 30.7 Rs1000GrwIdxInst931.69-14.03 -0.3 71.0 Rs1000VlIdxInst425.22 0.48 19.0 61.6 Russ1000IdxInst647.54 -4.17 8.8 67.9 SmCapInst 141.44 -0.50 15.2 49.8 SmCapIstPl 408.25 -1.45 15.2 49.9 SmGthInst 96.16 -0.88 13.4 47.9 SmValInst 58.65 0.02 16.5 50.8 STBdIdxInstPl 10.13 -0.04 0.2 14.0 STBDInst 10.13 -0.04 0.2 13.9 STCorpIxInstp 26.15 -0.09 0.6 17.2 STIGradeInst 10.31 -0.05 0.7 17.5 STIPSIxins 24.87 -0.06 1.6 15.8 TotBdInst 9.51 -0.07 -0.4 11.6 TotBdInst2 9.37 -0.08 -0.6 11.4 TotBdInstPl 9.51 -0.07 -0.4 11.6 TotIntBdIdxInst28.67 -0.08 0.1 11.9 TotStInst 177.60 -1.13 9.5 67.7 TtlWrldIxInstp 314.54 -1.45 9.9 64.1 TxMCaInst r 189.16 -1.26 8.8 67.4 ValueInst 86.23 1.22 17.0 61.0 VictoryFunds: EstValI 51.38 0.30 15.1 33.8 SmCoOppI 54.43 -0.12 19.8 32.6 VictoryPort: RSGlobalFdY 30.95 -0.19 10.1 63.6 MarketNeutralI 9.40 0.02 11.1 25.6 SSfnd 54.32 -0.12 19.8 32.8 VsycamoreFnd 51.41 0.30 15.1 34.0 VictoryPortfoliosI:
500IndxRewardn 89.79 -0.58 9.0 69.9 CrnstModAggrn 29.69 -0.03 8.0 40.9 Gr&Incn 28.08 0.02 11.6 68.2 Grwthn 39.24 -1.06 -3.5 61.8 Incon 11.45 -0.08 -0.1 14.9 IncStkn 21.59 0.21 19.5 62.7 Intln 34.07 0.06 11.2 63.0 IntmTermn 12.46 -0.15 0.7 10.4 LgTermn 11.88 -0.20 1.0 10.8 Nasdaq100n 67.46 -1.11 11.5 84.1 S&PIdxn 89.70 -0.58 8.9 69.5 SciTech n 37.22 -0.61 13.4 87.6 TarRet2040n 15.68 -0.03 10.3 52.1 VicAggFndn 76.18 -1.28 1.6 74.0 SustWldn 34.81 -0.16 10.2 63.7 CorePlusINSTL 9.06 -0.07 0.0 14.6 IncomeFundINST 11.44 -0.08 -0.1 15.1 Short-TermINSTL 9.06 -0.03 1.3 18.6 VirtusFundsClI: MulSStI 4.53 NA NA NA VivaldiMerger: ArbitrageFund 10.80 0.01 2.4 17.2 VoyaFds: InmdBdI 8.58 NA NA NA
WX YZ
WCMFocusFunds:
WCMFocIntlGrwIns27.68 0.27 11.3 46.2 WeitzFunds: CorPluIncInst 9.50 -0.08 0.3 15.0 ShtDurIncInst 11.96 -0.03 1.5 17.0 WesternAsset: CorePlusBdI 9.02 NA NA NA ManagedMuniA 14.74 -0.18 0.9 9.4 WilmingtonFunds: RoxSCGInst 108.55 -1.67 22.7 114.0
BARRONS.COM/DATA MARKET LABORATORY
Components Week's Change
Components Week's Change
Components Week's Change
3M 12.78 Alphabet Cl A -27.03 Amazon.com -15.12 American Express -29.18 Amgen 9.75 Apple -0.72 Boeing -4.51 Caterpillar 8.45 Chevron 7.41 Cisco Systems 2.23 Coca-Cola 0.69 Disney -2.82 Goldman Sachs -3.99 Home Depot -5.89 Honeywell International 18.13 IBM 1.52 Johnson & Johnson 10.36 JPMorgan Chase 12.11 McDonald's -2.95 Merck 3.57 Microsoft -12.12 Nike Cl B -2.06 NVIDIA 4.03 Procter & Gamble -2.57 Salesforce -7.11 Sherwin-Williams -13.81 Travelers 18.28 UnitedHealth Group -5.35 Visa Cl A -2.82 Walmart -4.77
Alaska Air Group 0.62 Avis Budget Group -1.09 CH Robinson Worldwide -22.00 CSX 2.48 Delta Air Lines 0.89 Expeditors Intl of Wash -7.50 FedEx 1.98 FedEx Freight Holding 5.74 JB Hunt Transport -3.11 Kirby Corp 4.49 Landstar System -11.28 Matson -11.61 Norfolk Southern 10.50 Old Dominion Freight Line -0.85 Ryder System -4.14 Southwest Airlines -3.00 Uber Technologies -6.52 Union Pacific 5.57 United Airlines 2.86 United Parcel Service B -2.93
February March April May June July
February March April May June July Utilities
American Elec Power 3.40 American Water Works -0.45 Atmos Energy 1.54 Consolidated Edison 0.64 Dominion Energy 0.06 Duke Energy 5.51 Edison International 2.12 Exelon 1.27 FirstEnergy 1.39 NextEra Energy 0.98 Public Svc Enterprise 1.17 Sempra 0.73 Southern 1.95 Vistra 7.94 Xcel Energy 2.90
DowJones 30Industrial (divisor:0.16824816528350)
24900
Daily Jul20 21 22 23 24 Open(t) 52273.14 52045.14 52212.46 51597.59 51805.14 Open(a) 52154.57 51916.79 52287.14 51755.54 51791.37 10:00 52107.17 52006.74 52431.67 51694.41 51802.24 10:30 52022.94 52186.02 52317.84 51717.68 51803.52 11:00 51986.03 52110.07 52289.84 51745.55 51872.93 11:30 52057.17 52191.31 52367.20 51594.84 52075.84 12:00 52009.57 52206.04 52406.62 51707.62 52077.45 12:30 52047.30 52319.76 52420.75 51789.45 52106.66 1:00 51976.84 52344.35 52398.37 51740.80 51990.88 1:30 51925.65 52277.03 52290.56 51728.11 52018.68 2:00 51971.71 52249.00 52311.82 51602.76 51976.35 2:30 51967.73 52226.18 52307.96 51647.51 51901.85 3:00 51854.03 52211.96 52288.77 51670.98 51895.32 3:30 51868.28 52228.57 52225.52 51691.54 51868.10 Close 51839.26 52224.64 52218.58 51711.65 51947.25 High(t) 52818.91 52645.42 52850.32 52312.81 52456.68 Low(t) 51452.48 51542.37 51713.76 51042.79 51255.86 High(a) 52411.90 52370.65 52511.21 51885.14 52118.19 Low(a) 51781.90 51890.10 52148.87 51542.06 51682.36 Change –307.16 +385.38 –6.06 –506.93 +235.60
53900
51550
Theoretical (t): High52850.32 Low 51042.79 Actual (a): High52511.21 Low 51542.06
49200
Dow Jones 20Transport(divisor:0.15701946294974)
Open(t) 22751.96 22646.56 22625.41 22803.42 22446.77 Open(a) 22722.47 22587.90 22618.37 22566.09 22517.08 10:00 22692.86 22458.05 22702.94 22844.75 22498.91 10:30 22577.54 22647.13 22691.30 22659.51 22402.59 11:00 22643.11 22669.67 22606.50 22699.95 22480.05 11:30 22688.11 22638.90 22631.11 22635.16 22618.07 12:00 22683.65 22638.53 22614.25 22615.76 22680.75 12:30 22660.20 22651.78 22684.00 22561.34 22678.30 1:00 22626.34 22728.07 22704.80 22580.54 22646.33 1:30 22625.73 22700.32 22679.62 22548.42 22611.66 2:00 22533.63 22711.67 22652.73 22456.18 22674.43 2:30 22507.81 22704.33 22625.87 22456.55 22677.32 3:00 22473.44 22695.69 22661.47 22519.85 22622.74 3:30 22452.96 22695.40 22611.53 22527.88 22594.27 Close 22457.79 22667.38 22599.05 22578.51 22476.16 High(t) 22879.30 22858.44 22831.15 23000.97 22823.64 Low(t) 22339.52 22387.29 22430.47 22340.54 22182.95 High(a) 22768.16 22730.46 22718.55 22845.32 22727.46 Low(a) 22422.35 22447.54 22572.55 22432.52 22298.68 Change –266.08 +209.59 –68.33 –20.54 –102.35
46850
44500
Theoretical (t): High23000.97 Low 22182.95 Actual (a): High22845.32 Low 22298.68
22900
Dow Jones 15Utilities(divisor:1.31844753190630)
Open(t) 1153.00 1142.11 1150.49 1159.78 1178.02 Open(a) 1149.42 1141.69 1146.20 1162.93 1174.80 10:00 1154.08 1138.74 1152.27 1164.99 1177.41 10:30 1154.15 1141.80 1161.14 1169.03 1179.65 11:00 1154.67 1137.08 1161.86 1172.49 1182.49 11:30 1148.59 1137.14 1159.25 1175.66 1178.31 12:00 1145.06 1139.14 1159.71 1174.10 1178.23 12:30 1145.08 1141.51 1160.39 1168.70 1175.80 1:00 1142.35 1141.24 1163.52 1170.28 1172.44 1:30 1142.53 1140.39 1163.92 1168.97 1172.49 2:00 1143.20 1143.42 1165.26 1170.74 1173.30 2:30 1142.58 1142.14 1165.66 1171.30 1172.23 3:00 1142.61 1141.19 1163.65 1171.68 1170.03 3:30 1141.51 1142.30 1163.58 1173.12 1172.14 Close 1144.29 1142.20 1166.28 1173.08 1172.68 High(t) 1161.07 1148.79 1168.84 1178.96 1186.19 Low(t) 1138.01 1133.10 1146.91 1157.79 1165.83 High(a) 1160.59 1146.79 1167.00 1176.76 1183.48 Low(a) 1140.47 1136.19 1146.20 1158.76 1169.13 Change –4.77 –2.09 +24.08 +6.80 –.40
20900
18900
16900
Theoretical (t): High1186.19Low 1133.10 Actual (a): High1183.48 Low 1136.19
Dow Jones 65Composite(divisor: 0.81751863942874)
Open(t) 16987.42 16902.68 16946.57 16869.21 16872.84 Open(a) 16952.82 16864.33 16953.67 16861.21 16878.32 10:00 16936.97 16878.18 17001.46 16873.40 16877.84 10:30 16916.19 16937.73 16994.97 16878.81 16871.63 11:00 16901.72 16913.40 16977.09 16902.67 16913.25 11:30 16921.08 16931.38 16992.05 16854.04 16982.68 12:00 16903.09 16925.98 17005.15 16863.50 16970.27 12:30 16908.82 16968.69 17022.78 16879.88 16977.48 1:00 16885.62 16973.88 17017.26 16877.79 16943.05 1:30 16857.33 16956.08 16991.38 16858.56 16946.32 2:00 16858.86 16955.50 16996.61 16819.94 16942.10 2:30 16867.18 16952.99 16998.02 16847.65 16919.50 3:00 16828.37 16947.09 16990.96 16852.44 16912.32 3:30 16829.33 16943.73 16960.98 16859.29 16892.49 Close 16827.57 16943.77 16968.24 16870.92 16899.12 High(t) 17137.21 17077.70 17146.97 17085.28 17092.48 Low(t) 16715.14 16734.88 16800.72 16662.90 16689.45 High(a) 17019.85 16983.48 17031.48 16939.81 16983.17 Low(a) 16809.68 16825.19 16931.38 16814.38 16826.92 Change –122.01 +116.20 +24.47 –97.32 +28.20
MarketAdvance/DeclineVolumes
Daily Jul20 21 22 23 24 NYUp 422,372 689,285 548,601 363,581 642,714 NYOff 699,737 452,521 529,355 862,102 440,898 NYUp-Comp. 2,248,841 3,143,468 2,490,456 1,493,597 2,732,140 NYOff-Comp. 2,836,771 1,945,350 2,315,646 3,977,529 2,095,290 NYSEAmerUP 7,561 16,910 11,077 7,064 2,487 NYSEAmerOff 8,410 2,411 5,875 10,519 10,304 NASDUp 3,180,907 5,950,170 3,120,879 2,483,960 2,609,818 NASDOff 3,947,458 1,968,247 4,316,919 5,133,482 4,625,465 NYSEArcaUP 128,934 186,275 107,981 95,541 158,518 NYSEArcaOff 158,534 94,369 152,167 212,471 119,905 %(QCHA) –.38 +.58 –.16 –.75 +.24 %(QACH) –.99 +4.37 +.12 –.85 –1.90 %(QCHAQ) –.54 +1.21 –.77 –.62 –1.01
MarketAdvance/DeclineTotals
NYSE NYSE WeeklyComp. NYSE Amer Nasdaq Arca TotalIssues 2,874 302 5,374 2,641 Advances 1,155 124 1,759 1,002 Declines 1,670 169 3,456 1,622 Unchanged 49 9 159 17 NewHighs 175 8 271 158 NewLows 212 38 633 291 Weekendedlast Friday compared to previous Friday
Nasdaq
NYSECompositeDailyBreadth
Daily Jul 20 21 22 23 24 IssuesTraded 2,842 2,859 2,837 2,834 2,833 Advances 1,021 1,514 1,204 775 1,652 Declines 1,734 1,247 1,549 2,003 1,073 Unchanged 87 98 84 56 108 NewHighs 53 48 62 40 87 NewLows 48 44 53 145 73 Blocks-primary 3,903 3,790 3,861 4,240 3,790 Total(000)-primary 1,139,018 1,155,698 1,094,349 1,236,696 1,092,613 Total(000) 5,152,919 5,149,035 4,890,395 5,515,220 4,860,627
Daily Jul 20 21 22 23 24 IssuesTraded 2,645 2,645 2,648 2,644 2,647 Advances 702 1,846 953 424 1,549 Declines 1,894 758 1,631 2,193 1,050 Unchanged 49 41 64 27 48 NewHighs 22 25 60 22 76 NewLows 30 45 103 260 57 Blocks-primary 1,514 1,315 1,405 1,473 1,494 Total(000)-primary 294,091 281,942 264,176 308,961 292,462 Total(000) 2,047,396 1,889,905 1,733,350 1,914,331 1,825,500
NYSEAmericanComposite
Daily Jul 20 21 22 23 24 IssuesTraded 295 295 298 294 293 Advances 110 185 144 84 98 Declines 170 97 142 197 182 Unchanged 15 13 12 13 13 NewHighs 2 1 1 2 5 NewLows 19 11 8 15 20 Blocks-primary 162 172 154 174 142 Total(000)-primary 16,347 19,356 17,316 17,740 13,625 Total(000) 329,664 371,421 352,862 375,921 312,668
Daily Jul 20 21 22 23 24 IssuesTraded 5,004 5,129 5,063 5,026 5,039 Advances 1,718 3,026 1,737 1,413 2,124 Declines 3,111 1,903 3,149 3,423 2,751 Unchanged 175 200 177 190 164 NewHighs 55 71 85 59 99 NewLows 223 141 173 328 259 Blocks-primary 39,125 40,932 39,488 39,605 40,554 Total(000) 7,184,074 8,001,541 7,473,054 7,655,813 7,266,309
NYSEArcaComposite
Daily 7/20 7/21 7/22 7/23 7/24
NYSEAmerComp 8105.30 8226.00 8305.80 8423.44 8402.90 BNYADRIdx 263.79 270.17 270.23 267.51 266.26 Europe 235.19 239.10 239.99 237.62 238.60 LatinAm 274.19 277.01 281.74 278.74 276.38 Asia 348.97 360.71 358.72 355.13 350.19 EmergM 584.51 603.77 600.21 593.33 581.04 DJUSTSMFloat73713.97 74399.05 74258.61 73416.05 73424.64 NasdaqCmp 25508.07 25837.21 25690.90 25137.69 24975.82 100Index 28604.23 29155.18 28998.10 28454.81 28128.34 Indus. 12649.87 12660.46 12590.84 12135.00 12123.45 Insur. 16044.84 15938.88 15549.16 15654.73 16087.63 Banks 5392.19 5388.55 5362.36 5328.20 5354.58 Computer 26380.17 26832.02 26742.36 26186.72 25941.57 Telecom 488.43 498.97 481.96 480.36 475.99 NYSEComp.-z 23669.65 23890.18 23919.71 23874.27 23990.88 Financial-z 15260.99 15341.78 15341.30 15244.88 15405.23 HealthCare-z27811.54 28076.78 27933.41 28294.99 28483.41 Energy-z 18332.38 18581.21 18841.41 18972.58 18967.15 Russell1000 4052.64 4087.99 4081.13 4033.45 4035.71 2000 2942.43 2987.40 2959.94 2940.16 2930.00 3000 4233.11 4271.21 4262.68 4213.78 4215.42 Value-v 2427.18 2432.60 2432.95 2420.01 2440.22 Growth-v 4809.64 4886.51 4868.50 4777.30 4738.18 MidCap 4335.50 4357.28 4353.95 4339.30 4356.31 S&P100Index 3670.06 3702.31 3695.64 3635.15 3636.53 500 7443.28 7509.20 7498.96 7408.30 7411.98 Ind. 10903.06 11017.92 10997.24 10838.32 10824.55 MidCap 3744.58 3784.23 3783.03 3769.22 3783.86 SmallCap 1764.14 1784.11 1773.85 1761.99 1761.47 ValueLine(A) 13818.95 13903.78 13878.37 13771.17 13834.52 ValueLine(G) 673.60 677.33 675.91 670.41 673.18 DJUSSmallTSM20085.82 20538.65 20431.81 20313.10 20109.43
BARRON’S July 27, 2026
s
s
s
-5
BARRONS.COM/DATA MARKET LABORATORY
The Week In StocksFortheMajorIndexes 12-Month Weekly Friday Weekly 12-Month ChangeFrom High Low High Low Close Chg. %Chg. Chg. %Chg. 12/31 %Chg. DowJones Indexes 53055.91 43588.58 30 Indus 52224.64 51711.65 51947.25 –199.17 –0.38 7045.33 15.69 3883.96 8.08 23933.14 15067.87 20 Transp 22667.38 22457.79 22476.16 –247.71 –1.09 6111.32 37.34 5118.97 29.49 1190.23 1048.33 15 Utilities 1173.08 1142.20 1172.68 23.62 2.06 90.17 8.33 104.61 9.79 17059.48 13659.26 65 Comp 16968.24 16827.57 16899.12 –50.46 –0.30 2769.88 19.60 1955.86 13.09 DowJones Indexes 75286.10 61627.03 US TSM Float 74399.05 73416.05 73424.64 –478.95 –0.65 10228.34 16.19 5923.13 8.77 1849.08 1519.41 US Market 1824.53 1800.61 1801.63 –11.28 –0.62 244.86 15.73 140.21 8.44 1328.33 1035.49 Internet 1239.46 1181.94 1187.64 –49.09 –3.97 –58.81 –4.72 –45.33 –3.68 NewYorkStockExchange 24075.12 20267.69 Comp-z 23990.88 23669.65 23990.88 173.92 0.73 3040.43 14.51 1986.96 9.03 15514.31 12871.92 Financial-z 15405.23 15244.88 15405.23 20.01 0.13 1845.39 13.61 1083.06 7.56 28802.65 22462.29 Health Care-z 28483.41 27811.54 28483.41 269.37 0.95 4529.65 18.91 1621.84 6.04 19774.57 13387.77 Energy-z 18972.58 18332.38 18967.15 665.84 3.64 5323.00 39.01 4783.11 33.72 NYSEAmericanStockExchange 9270.24 5963.78 NYSE Amer Comp 8423.44 8105.30 8402.90 305.32 3.77 2355.20 38.94 1536.11 22.37 Standard&Poor'sIndexes 3782.85 3074.33 100 Index 3702.31 3635.15 3636.53 –37.47 –1.02 495.76 15.78 204.19 5.95 7609.78 6238.01 500 Index 7509.20 7408.30 7411.98 –45.71 –0.61 1023.34 16.02 566.48 8.28 11365.98 8965.74 Indus 11017.92 10824.55 10824.55 –92.59 –0.85 1662.98 18.15 884.36 8.90 3852.54 3104.60 MidCap 3784.23 3744.58 3783.86 8.69 0.23 565.55 17.57 478.72 14.48 1804.34 1323.05 SmallCap 1784.11 1761.47 1761.47 –14.83 –0.84 384.07 27.88 293.71 20.01 NasdaqStock Market 27093.90 20650.13 Comp 25837.21 24975.82 24975.82 –544.42 –2.13 3867.51 18.32 1733.83 7.46 30660.60 22763.31 100 Index 29155.18 28128.34 28128.34 –464.32 –1.62 4856.09 20.87 2878.50 11.40 13418.96 11677.63 Indus 12660.46 12123.45 12123.45 –600.14 –4.72 –206.44 –1.67 –386.15 –3.09 16410.00 13606.76 Insur 16087.63 15549.16 16087.63 –11.20 –0.07 737.36 4.80 531.45 3.42 5515.39 4101.39 Banks 5392.19 5328.20 5354.58 –77.02 –1.42 918.15 20.70 761.64 16.58 28369.17 19712.28 Computer 26832.02 25941.57 25941.57 –336.41 –1.28 6015.03 30.19 3153.28 13.84 679.71 475.99 Telecom 498.97 475.99 475.99 –20.51 –4.13 –26.08 –5.19 –33.21 –6.52 RussellIndexes 4137.60 3411.98 1000 4087.99 4033.45 4035.71 –26.57 –0.65 538.97 15.41 302.84 8.11 3024.37 2166.78 2000 2987.40 2930.00 2930.00 –32.22 –1.09 668.93 29.58 448.09 18.05 4316.23 3542.15 3000 4271.21 4213.78 4215.42 –28.54 –0.67 582.54 16.04 332.65 8.57 2452.61 1897.00 Value-v 2440.22 2420.01 2440.22 2.13 0.09 481.64 24.59 368.65 17.80 5182.00 4137.29 Growth-v 4886.51 4738.18 4738.18 –71.53 –1.49 311.54 7.04 –26.35 –0.55 4408.57 3654.57 MidCap 4357.28 4335.50 4356.31 –1.75 –0.04 551.66 14.50 511.23 13.30 Others 14004.47 11255.25 Value Line-a 13903.78 13771.17 13834.52 –64.29 –0.46 2099.15 17.89 1619.95 13.26 682.99 590.50 Value Line-g 677.33 670.41 673.18 –4.43 –0.65 50.50 8.11 44.87 7.14 21436.69 15035.66 DJ US Small TSM 20538.65 20085.82 20109.43 –77.58 –0.38 4467.40 28.56 3184.12 18.81 4390.01 3592.31 Barron's Next 50 3965.40 3831.98 3831.98 –139.46 –3.51 –392.97 –9.30 –329.19 –7.91 1635.15 1316.75 Barron's 400 1608.15 1594.25 1600.84 3.11 0.19 247.57 18.29 187.91 13.30
NYSE
NYSEAmerican
Nasdaq
-10
High/Low's arebaseduponthe daily closingindex.a-Arithmetic Index. G-Geometric Index. V-Value1000 and Growth 1000 y-Dec. 31,1965=50 z-Dec.31,2002=5000
Second Try: Dollar demand rose as President Trump reinstated tariffs on dozens of countries, on a basis designed to better withstand judicial review. Air attacks in the Middle East escalated. Measuring the dollar against six currencies, the ICE U.S. Dollar Index ended the week up 0.7%.
A S O N D J F M A M J J
Yields(%) Monday When Issued* LastAuction
$92.0bil 3-month 3.883 3.730 $79.0 bil 6-month 4.032 3.835 $69.0 bil 2-year 4.316 4.189 $70.0bil 5-year 4.412 4.200
Tuesday
$44.0bil 7-year 4.525 4.260
Distributions & Offerings
YEN in $
SEC Form 144 must befiledby holders of restrictedsecurities(alsocalledletterstock)whointendto sell shares. SharesIndicated: thenumber tobesold.Sales Date:theapproximatedateofthesale. (Sometimes shares aren'tsold, even thoughtheirownerhas filedaForm144.)Source:LSEGDataand Analytics
Shares Sale Company Sym Indicated $ Value Date Seller Title
Butterfly Network BFLY 1,730,319 12,670,000 7/15/26 Rothberg,Jonathan D
Butterfly Network BFLY 1,467,501 10,400,000 7/16/26 Rothberg,Jonathan D
Butterfly Network BFLY 1,195,857 7,880,000 7/17/26 Rothberg,Jonathan D
Butterfly Network BFLY 1,177,276 7,790,000 7/20/26 Rothberg,Jonathan D
VentureGlobal VG 1,111,111 14,699,999 7/15/26 Larson,Keith O
DXY (101.47)
EURO in $
Source: Tullett Prebon
DJ latest52-weekearningsanddividendsadjustedbyDowDivisors atFriday's close.S&PDec. 4-quarter'sGAAPearningsasreported and indicateddividendsbased onFridayclose.S&P 500P/Eratios based onGAAPearningsasreported.Foradditionalearnings series,pleaserefertowww.spglobal.com.DJlatestavailablebook values forFY2024and2023, andS&P latestfor2023 and 2022.r- Revised data
Last Week Prev. Week Last Year
DJ IndAvg 51947.25 52146.42 44901.92 P/ERatio 22.87 25.06 25.02 EarnsYield% 4.37 3.99 4.00 Earns$ 2270.93 2080.50 1794.46 DivsYield% 1.46 1.46 1.62 Divs$ 760.78 759.89 726.75 MkttoBook 6.51 6.53 5.64 BookValue$ 7981.11 7981.11 7964.47 DJ TransAvg 22476.16 22723.87 16364.84 P/ERatio 33.28 33.15 34.34 EarnsYield% 3.00 3.02 2.91 Earns$ 675.39 685.58 476.49 DivsYield% 1.10 1.09 1.49 Divs$ 246.98 246.98 244.16 MkttoBook 5.59 5.65 4.18 BookValue$ 4022.00 4022.00 3914.65 DJ UtilityAvg 1172.68 1149.06 1082.51 P/ERatio 19.59 19.33 20.41 EarnsYield% 5.10 5.17 4.90 Earns$ 59.85 59.46 53.04 DivsYield% 2.73 2.78 2.81 Divs$ 31.97 31.97 30.44 MkttoBook 2.57 2.52 2.29 BookValue$ 455.54 455.54 472.26 S&P 500Index 7411.98 7457.69 6388.64 P/ERatio NA NA 29.48 EarnsYield% NA NA 3.39 Earns$ NA NA 216.69 DivsYield% NA NA 1.23 Divs$ NA NA 78.58 MkttoBook NA NA 5.42 BookValue$ NA NA 1178.57 S&P IndIndex 10824.55 10917.14 9161.57 P/ERatio NA NA 33.09 EarnsYield% NA NA 3.02 Earns$ NA NA 276.86 DivsYield% NA NA 1.08 Divs$ NA NA 98.94 MkttoBook NA NA 7.20 BookValue$ NA NA 1272.56
In the Dow Jones Averages
Thisis alistoftheDow Jonestrailing52-week dilutedshare earnings,dividendsand bookvaluesasreportedbythecompany. Boldednumbers indicatenew values.SourcesBarron'sStats and FactSet. IndustrialStocks
Book Earns Divs. Value
Book Earns Divs. Value
Am Exp 16.48 3.54 43.11 Amgen 14.37 9.80 10.95 Apple 8.27 1.05 3.77 Boeing (5.69) Nil (5.22) Caterpillar 20.09 6.16 40.78 ChevronCorp 5.77 6.98 86.10 Cisco Sys 3.08 1.66 11.34 Coca Cola 3.18 2.08 5.78 DisneyWalt 6.26 1.50 55.57
GoldmanSachs 64.79 17.00 350.00 HomeDepot 14.08 9.26 6.68 Honeywell 22.44 4.70 28.65 IBM 11.37 6.73 29.48
Johnson&Johnson 8.63 5.24 29.70
JPMorganChase 23.34 6.00 116.07
TransportationStocks
AlaskaAirGroup (1.57) Nil 35.51 FedExFreight
AvisBudgetGrp (19.05) Nil (66.49) C.H.Robinson 4.94 2.51 14.51 CSX Corp 1.73 0.54 6.58 DeltaAirLines 6.03 0.78 23.66
ExpeditorsInt'l 6.18 1.58 16.11 FedEx 18.51 5.57 117.96 Hunt (JB) 6.46 1.78 39.92
UberTechnologies 3.85 Nil 10.23
Utility Stocks
AmericanElecPower 6.81 3.78 50.56
AmericanWaterWorks 5.64 3.38 53.01 AtmosEnergy 10.59 3.87 78.31 Con Ed 5.96 3.48 63.29
McDonalds 12.13 7.35 (5.31) Merck Co 3.55 3.36 18.32 Microsoft 15.10 3.56 46.20 NVIDIA 6.53 0.28 3.24 Nike Inc 2.09 1.63 8.95 Proc Gam 6.84 4.29 21.88 3M Co 5.63 3.02 7.12
Salesforce.com 8.64 1.71 63.59
Sherwin-Williams 10.42 3.18 16.12 TravelersCos 37.34 4.55 122.97
UnitedHealthGrp 15.54 8.95 101.27 Alphabet 19.91 0.85 34.35 Visa 11.48 2.60 19.38 Amazon 7.94 Nil 27.00 Wal-mart 2.85 0.97 11.34
Kirby Corp 6.50 Nil 58.54 LandstarSys 3.62 1.60 27.54 MatsonInc 13.94 1.44 80.36 NorfSouthern 11.72 5.40 63.21 OldDominion 4.78 1.14 19.93 Ryder Sys 12.29 3.64 74.07 SouthwestAir 1.63 0.72 17.44 Un Pacific 12.35 5.52 27.95 UPS 6.18 6.56 19.58
UnitedAirlines 10.22 Nil 38.66
FirstEnergy 2.45 1.80 21.60
NextEraEnergy 4.45 2.38 24.36 Pub Sv Ent 4.57 2.60 32.36
NYSE(a) 5,718,373 6,101,916 5,553,248 2.97 30 DowInds(b) 2,193,347 2,464,956 2,201,534 -0.37 20Dow Trans(b) 382,051 343,715 867,197 -55.94 15Dow Utils(b) 275,078 293,689 268,922 2.29 65DowStks(b) 2,850,486 3,102,360 3,337,652 -14.60 NYSEAmerican(a) 84,383 120,936 102,874 -17.97 Nasdaq(d) 37,580,791 38,124,213 57,372,848 -34.50 NYSE15MostActive AveragePrice 10.86 22.62 17.05 -36.30 % TotVol 20.05 17.68 16.61 20.71 StockOfferings $(z,v) 5,085,100 r3,039,100 11,033,300 -53.91
DailyStockVolume 7/20 7/21 7/22 7/23 7/24
NYSE(a) 1,139,018 1,155,698 1,094,349 1,236,696 1,092,613 30 Inds(b) 400,285.7 404,611.7 449,101.2 496,578.9 442,770.0 20Trans(b) 68,326.6 56,043.8 70,005.2 106,558.0 81,117.6 15Utils(b) 53,034.3 56,877.3 55,792.6 56,686.7 52,687.5 65Stks(b) 521,646.5 517,532.8 574,911.2 659,823.7 576,572.1 NYSEAmer(a) 16,347 19,356 17,316 17,740 13,625 Nasd(d) 7,184,074 8,001,541 7,473,054 7,655,813 7,266,309 NYSE15MostActive Avg.Price 18.85 11.90 19.78 16.90 19.32 % TotVol 23.67 22.62 19.80 19.25 19.14 Numbers inthousandssave priceand percentages.(a)Primary volume. (b) Compositevolume. (d) as of4:10 pm. (r)Revised.(v)W/EThursday. (z)Source:LSEG.
Daily 7/20 7/21 7/22 7/23 7/24
9:30-10:00 92,280 97,387 94,372 106,883 86,311 10:00-10:30 38,058 40,420 39,920 44,453 38,753 10:30-11:00 34,638 32,630 33,452 38,462 33,404 11:00-11:30 33,514 33,292 29,729 40,108 39,866 11:30-12:00 30,454 27,695 28,051 32,119 28,805 12:00-12:30 27,079 23,833 22,908 27,044 23,434 12:30-1:00 30,016 22,226 23,211 25,379 22,740 1:00-1:30 24,844 22,125 22,215 24,053 22,167 1:30-2:00 25,723 21,879 22,740 24,850 20,612 2:00-2:30 25,157 25,468 25,006 24,574 21,972 2:30-3:00 29,362 24,649 26,183 26,015 27,025 3:00-3:30 40,765 34,388 36,768 35,947 40,116 3:30-4:00 707,128 749,706 689,794 786,810 687,410
Ticker Initial Offer Price IPODate Recent Price %Chg
Scribe Therapeutics SCTX 15.00 7/24 21.65 44.3%
High bullish readings in the Consensus stock index or in the MarketVanestockindexusuallyaresignsofMarkettops;low ones,marketbottoms.
MarketVane
LastWeek 2WeeksAgo 3WeeksAgo
Consensus Index
ConsensusBullishSentiment 75% 76% 77%
AAIIIndex
Bullish 29.6% 44.9% 36.3%
Bearish 42.3 32.9 37.2
Neutral 28.1 22.2 26.5
BullishConsensus 76% 77% 76%
TIMGroupMarket Sentiment
Indicator 44.5% 52.5% 38.8%
Sources: ConsensusInc.;AmericanAssociationof
IndividualInvestors;MarketVane; TIMGroup
The Arms index, also known as the short term trading index, is a number derived by dividing one quotient into another quotient. The numerator in the index is the number of advancing stocks divided by the number of declining stocks. As of 3/14/11, the denominator in the index is now the composite volume of advancing stocks divided by the composite volume of declining stocks.
LastWeek Prev.Week YearAgo YOY%Chg
None
AmericanBattery(BLTH)
CAE(CAE) ClinuvelPharma(CUVL) InstinctBioTechnical(BIOT) Scribe Therapeutics(SCTX) Trading Suspended NYSE CAE(CAE) KORE(KORE) NationalStorage(NSA) SOLAI(SLAI) NYSEAmerican GoldResource(GORO) Nuburu(BURU) Nasdaq CrossCountry Health(CCRN) NorthfieldBancorp(NFBK) Nuvve(NVVE) SmartPowerr(CREG) SPAR(SGRP) Name Changes NYSE&NYSEAmerican None Nasdaq Grandstand(GRSD),formerly Gambling.com(GAMB) VulcanInfrastructureand Power(VIP), formerly GreenidgeGeneration(GREE)
BARRON’S 51
BARRONS.COM/DATA MARKET LABORATORY
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3Yr High Low
NonferrousMetals DJUSNF 849.43 + 68.49 170.02 +8.77 [1] +41.61 [17] +25.02 [23] +16.07 959.39 472.74 Diversified Industrials DJUSID 1070.18 + 75.97 147.80 +7.64 [2] +8.22 [59] +16.02 [35] +20.23 1,088.90 880.44 IntegratedOil&Gas DJUSOL 997.98 + 51.66 228.72 +5.46 [3] +36.36 [26] +29.73 [20] +11.10 1,089.85 715.66 Defense DJUSDN 819.51 + 42.24 43.81 +5.43 [4] +10.17 [54] +5.65 [63] +13.86 967.51 734.95 Semiconductor DJUSSC 39649.09 + 1989.88 11,309.17 +5.28 [5] +64.41 [4] +39.91 [5] +58.58 43,218.32 24,302.97 Fixed LineTelecom DJUSFC 137.37 + 6.88 –10.73 +5.27 [6] –16.40 [112] –7.24 [105] +16.50 175.03 122.53 IndustrialMetals&Mining DJUSIM 770.91 + 36.12 163.58 +4.92 [7] +46.09 [14] +26.93 [22] +16.95 883.69 466.02 GoldMining DJUSPM 242.82 + 11.15 –16.48 +4.81 [8] +51.16 [9] –6.35 [101] +33.12 350.21 157.93 BasicResources DJUSBS 575.42 + 26.20 53.46 +4.77 [9] +43.95 [15] +10.24 [49] +21.10 664.67 377.31 HeavyConstruction DJUSHV 3128.26 + 137.32 991.62 +4.59 [10] +60.04 [6] +46.41 [2] +41.01 3,638.48 1,943.32 Mining DJUSMG 208.73 + 9.11 –14.70 +4.56 [11] +46.28 [13] –6.58 [102] +30.26 300.11 140.28 Oil&GasProducers DJUSOG 1148.37 + 47.13 295.58 +4.28 [12] +38.51 [23] +34.66 [14] +11.97 1,215.97 804.06 ElectronicEquipment DJUSAI 2551.48 + 89.93 713.33 +3.65 [13] +75.63 [1] +38.81 [7] +40.76 3,178.46 1,470.89 MarineTransportation DJUSMT 489.43 + 16.22 127.76 +3.43 [14] +27.41 [34] +35.32 [12] +24.48 500.88 262.44 GeneralIndustrials DJUSGI 776.33 + 24.83 76.59 +3.30 [15] +.25 [78] +10.95 [46] +12.60 824.57 675.25 TechnologyHardware&Equip DJUSTQ 13948.14 + 413.96 3,752.73 +3.06 [16] +64.58 [3] +36.81 [9] +42.52 14,854.55 8,382.45 Aerospace&Defense DJUSAE 3212.71 + 92.33 283.49 +2.96 [17] +18.08 [47] +9.68 [51] +23.75 3,404.72 2,682.11 Aluminum DJUSAL 154.65 + 4.41 –26.89 +2.93 [18] +41.03 [20] –14.81 [116] +10.69 286.24 97.02 Electricity DJUSEU 450.71 + 12.50 28.59 +2.85 [19] +8.18 [60] +6.77 [58] +11.60 469.58 405.41 ConventionalElectricity DJUSVE 452.44 + 12.56 29.26 +2.85 [20] +8.31 [58] +6.91 [56] +11.66 470.70 406.61
ElectronicEquipment DJUSAI 2551.48 + 89.93 713.33 +3.65 [13] +75.63 [1] +38.81 [7] +40.76 3,178.46 1,470.89 ComputerHardware DJUSCR 17868.39 – 198.39 4,217.70 –1.10 [63] +66.06 [2] +30.90 [17] +23.49 18,069.68 10,208.24 TechnologyHardware&Equip DJUSTQ 13948.14 + 413.96 3,752.73 +3.06 [16] +64.58 [3] +36.81 [9] +42.52 14,854.55 8,382.45 Semiconductor DJUSSC 39649.09 + 1989.88 11,309.17 +5.28 [5] +64.41 [4] +39.91 [5] +58.58 43,218.32 24,302.97 CommercialVehicles DJUSHR 8839.46 + 230.31 2,566.47 +2.68 [22] +62.18 [5] +40.91 [4] +30.52 9,727.72 5,229.29 HeavyConstruction DJUSHV 3128.26 + 137.32 991.62 +4.59 [10] +60.04 [6] +46.41 [2] +41.01 3,638.48 1,943.32 TelecomEquipment DJUSCT 3691.06 + 65.46 978.82 +1.81 [27] +56.95 [7] +36.09 [11] +34.15 4,352.62 2,347.93 Trucking DJUSTK 2315.21 – 28.17 746.50 –1.20 [64] +54.11 [8] +47.59 [1] +11.26 2,512.78 1,299.49 GoldMining DJUSPM 242.82 + 11.15 –16.48 +4.81 [8] +51.16 [9] –6.35 [101] +33.12 350.21 157.93 Steel DJUSST 914.67 + 21.31 236.59 +2.38 [23] +50.34 [10] +34.89 [13] +18.14 1,028.00 552.63 Electronic&ElectricalEquip DJUSEE 1668.73 + 35.93 452.17 +2.20 [24] +49.60 [11] +37.17 [8] +36.60 1,907.59 1,092.65 Hotel&LodgingREITs DJUSHL 131.28 + .11 36.94 +.08 [44] +48.63 [12] +39.16 [6] +12.45 134.24 81.25 Mining DJUSMG 208.73 + 9.11 –14.70 +4.56 [11] +46.28 [13] –6.58 [102] +30.26 300.11 140.28 IndustrialMetals&Mining DJUSIM 770.91 + 36.12 163.58 +4.92 [7] +46.09 [14] +26.93 [22] +16.95 883.69 466.02 BasicResources DJUSBS 575.42 + 26.20 53.46 +4.77 [9] +43.95 [15] +10.24 [49] +21.10 664.67 377.31 OilEquipment&Svcs DJUSOI 355.79 + .69 78.67 +.20 [43] +43.87 [16] +28.39 [21] +4.35 422.51 233.21 NonferrousMetals DJUSNF 849.43 + 68.49 170.02 +8.77 [1] +41.61 [17] +25.02 [23] +16.07 959.39 472.74 Exploration&Production DJUSOS 1430.94 + 37.71 423.60 +2.71 [21] +41.46 [18] +42.05 [3] +12.87 1,453.54 968.72 Pharmaceuticals DJUSPR 1235.60 + 15.60 158.85 +1.28 [33] +41.21 [19] +14.75 [36] +14.30 1,258.21 794.64 Aluminum DJUSAL 154.65 + 4.41 –26.89 +2.93 [18] +41.03 [20] –14.81 [116] +10.69 286.24 97.02
Construction
0.70
0.60
6.00
0.40
Top 20 Yr AgoRanked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3Yr High Low
Production
0.90
Groupsareweightedbycapitalization.52-weekhighsandlowsarebasedondailycloses.Dec.31,1991=100.IntheU.S.listings,%volchgcolumnshowsthechangefrom previous 65-daymovingaverage. Volume figures donot reflect extendedtrading hours.
Sentiment Indicator
The Delta MSI measures the position of a representative set of stocks relative to an intermediate-term moving averagecrossover(MAC)point. When greater than 50% of the stocks are above this MAC point, the market is bullish. When the indicator is below 50%, the market is bearish and risk is elevated. Manager uses discretion on asset allocation whenMSIisat50%+/-3%. Bullish
63.8%
66.2%
67.8%
3Weeksago
CurrentMarketExposure: 100%Equities,0%Bonds,0% HedgedEquity,0%Cash
Only includesnew reports. Latest Latest Preceding Year YroYr
Economic Growthand Investment Date Data Period Ago %Chg
No Activity for this Week
No Activity for this Week
NoActivityforthisWeek
Electric power, (mil.kw hrs) (EEI) July18 101,391 99,587 99,373 2.03
Petroleum, related capacity, % July 17 96.1 96.2 95.5 0.63
Rotaryrigsrunning,U.S.&Can.,(Hughes) July24 791 786 724 9.25
Steel,(thous. tons) July18 1,830 1,840 1,768 3.51
Steel,rated capacity, % (AISI) July18 79.3 79.7 78.0 1.67
Consumption and Distribution
InstinetResearchRedbookAvg.(monthly%) July18 –1.63 1.20 1.53 ….
Baltic DryIndex July24 2,743 2,752 2,257 21.53
New home sales, (thous. units) June 628 r618 665 –5.56
Inventories
Domesticcrudeoil,(thous.bbls)Comm.(Excl.LeaseStck) July 17 411,675 409,665 418,993 –1.75
Gasoline, (thous.bbls) July 17 211,294 210,529 231,129 –8.58
Orders
Trade
Federal BudgetDeficit (bil. $)-a 2,000FY'28 2,025FY'27 2,065FY'26 …. Budget Surplus/Deficit (bil. $)-b, June –120.31 –292.65 +27.01 -545.43 TradeDeficit (bil. $, sa)-c, May –77.59 r-54.57 –66.75 16.24 Treasury Gross Public Debt. (bil. $)-d 39,635.8 39,488.6 36,686.9 8.04 Treasury Statutory DebtLimit (bil. $)-d 41,104.0 41,104.0 41,104.0 0.00 Consumer InstallmentDebt (bil. $)-e,May 5,154.5 r5,154.7 5,047.3 2.12
0.00
NetChange % Changeand Ranking 52 Week
NetChange % Changeand Ranking 52 Week
Latest Preceding Year Ago Yrover Yr Report Report Report %Chg
Inflation
ECRI IndustrialPriceIndexf July24 141.87 139.07 115.80 22.51
Employment
Initialjoblessclaims(thous.) July 18 187 r209 218 –14.22
Continuingclaims(mil.) July11 1.796 r1.798 1.941 –7.47
Buildingcontracts,F.W.Dodge, (bil. $) June 1,420 r1,772 1,330 6.77
OtherIndicators
CitiResearchPanic–Euphoria Reading July24 1.01 1.04 0.65 ….
Indexof coincidentindicators h June 114.6 r114.4 114.7 –0.09
Indexof laggingindicators h June 120.5 120.5 119.9 0.50
0.50
Indexof leadingindicatorsh June 99.1 99.3 98.8 0.30
Coincidenttolaggingratio h June 0.95 0.95 0.96 –1.04
a-1997 equals100.b-1982-84 equals100.c-1982 equals 100.f-1996equals100.h- benchmarkrevision,2016 equals100.r-Revised.
1YearTreasBills 4.02 4.03 4.09 -1.71 2YearTreasNotes 4.18 4.18 3.90 7.18 3Year TreasNotes 4.22 4.19 3.88 8.76 5 YearTreasNotes 4.30 4.27 4.00 7.50 10YearTreasNotes 4.57 4.54 4.46 2.47 20YearTreasBds 5.09 5.05 5.00 1.80 FHFAPMMS+June 6.36 6.36 6.61 -3.78
Latest Latest Preceding Year YroYr Date Data Period Ago %Chg
Jul 24 Jul17 Yr.Ago YOY %Chg
vs. S&P 100
Readings in the CBOE equity put-call ratio of 60:100 and in the S&P 100 of 125:100 are considered bullish, for instance. Bearish signals flash when the equity put-call level reaches the vicinity of 30:100 and the index ratio hits 75:100.
S&P 100 CBOE
30.00
24.00
18.00
12.00
A S O N D J F M A M J J
M F5(Q3) 4.00 4.16 T AvisBudget(Q2) 2.07 2.70 Boeing(Q2) -0.27 -1.24 Coca-Cola(Q2) 0.93 0.87 FirstEnergy (Q2) 0.55 0.52 FordMotor(Q2) 0.36 0.37 Invesco(Q2) 0.66 0.36 JetBlueAirways (Q2) -0.69 -0.16 LandstarSystem(Q2) 1.49 1.20 PayPal (Q2) 1.28 1.40 PPGIndustries(Q2) 2.25 2.22 S&PGlobal(Q2) 4.81 4.19 Sherwin-Williams(Q2) 3.52 3.38 UnitedParcel Service (Q2) 1.67 1.55 Visa (Q3) 3.23 2.98 W.P.Carey(Q2) 1.33 0.57 W AlkamiTechnology(Q2) 0.15 0.02 AmericanWaterWorks (Q2) 1.56 1.48 BostonScientific (Q2) 0.83 0.75 C.H.RobinsonWorldwide (Q2) 1.52 1.29 Carvana(Q2) 0.38 0.27 ChipotleMexicanGrill(Q2) 0.32 0.33 GEHealthcareTech(Q2) 1.03 1.06 Humana(Q2) 7.25 6.27 Kirby (Q2) 1.63 1.67 L3HarrisTech(Q2) 2.81 2.78 LamResearch(Q4) 1.68 1.33 MetaPlatforms(Q2) 7.20 7.14 MGMResorts(Q2) 0.55 0.79 Microsoft (Q4) 4.24 3.65 Morningstar(Q2) 2.83 2.40 O’ReillyAutomotive(Q2) 0.86 0.78 OldDominionFreightLine (Q2) 1.53 1.27 Procter&Gamble (Q4) 1.41 1.48 RobinhoodMarkets(Q2) 0.41 0.42 SoFiTechnologies (Q2) 0.11 0.08 Starbucks (Q3) 0.66 0.50 Vulcan Materials(Q2) 2.49 2.45 TH Altria(Q2) 1.50 1.44 Amazon.com(Q2) 1.82 1.68 AmericanElectricPower(Q2) 1.50 1.43 Apple(Q3) 1.89 1.57 BaxterInternational(Q2) 0.37 0.59 BristolMyersSquib (Q2) 1.59 1.46 Cigna(Q2) 7.60 7.20 EdisonInternational (Q2) 1.20 0.97 Exelon (Q2) 0.48 0.39 FirstSolar (Q2) 2.99 3.18 Hershey(Q2) 1.43 1.21 Intercontinental Exchange(Q2) 1.84 1.81 Mastercard(Q2) 4.76 4.15 Southern(Q2) 0.99 0.92 ValeroEnergy(Q2) 10.20 2.28 WesternUnion(Q2) 0.43 0.42 XcelEnergy(Q2) 0.78 0.75 Yum!Brands(Q2) 1.58 1.44 F AbbVie(Q2) 3.62 2.97 CboeGlobalMarkets (Q2) 3.46 2.46 Chevron (Q2) 5.42 1.77 Colgate-Palmolive(Q2) 0.95 0.92 DominionEnergy(Q2) 0.72 0.75 Exxonmobil (Q2) 3.57 1.64 Moderna(Q2) -2.04 -2.13 Consensus Estimate Day ConsensusEst Last Period M JuneDurableOrders 1.80% -4.50% T JulyConsumer Confidence 92.2 91.2 JuneWholesaleInventories 0.30% 0.10% TH Q2GDP-p 2.5% 2.1% JunePersonal Income 0.30% 0.70% F JulyMichigan Sentiment 54.4 54.4
Foreign Foreign U.S. $ in U.S. $ in Currency Currency Foreign Foreign in U.S.$ inU.S.$ Currency Currency Country Fri. Last Fri. Fri. Last Fri.
Argentina(Peso)-y .0007 .0007 1496.4596 1478.4681 Australia (Dollar) .6980 .6982 1.4327 1.4323 Bahrain(Dinar) 2.6518 2.6522 .3771 .3770 Brazil (Real) .1962 .1950 5.0977 5.1280 Canada(Dollar) .7095 .7132 1.4095 1.4021 Chile(Peso) .001055 .001074 947.88 931.46 China(Renminbi) .1477 .1476 6.7722 6.7733 Colombia(Peso) .0003099 .0003057 3226.90 3271.49 Denmark (Krone) .1521 .1530 6.5743 6.5359 EcuadorUSDollar 1.0000 1.0000 1.0000 1.0000 Egypt(Pound)-y .0195 .0198 51.3490 50.5450 HongKong(Dollar) .1275 .1275 7.8425 7.8403 Hungary (Forint) .003149 .003151 317.56 317.35 Iceland(Krona) .007951 .007977 125.77 125.36 India(Rupee) .01037 .01036 96.398 96.524 Indonesia(Rupiah) .0000558 .0000557 17922 17946 Israel(Shekel) .3279 .3289 3.0496 3.0409 Japan(Yen) .006103 .006158 163.85 162.40 Kazakhstan(Tenge) .002105 .002121 475.15 471.53 Kuwait(Dinar) 3.2248 3.2354 .3101 .3091 Macau(Pataca) .1238 .1238 8.0796 8.0780 Malaysia (Ringgit)-b .2444 .2441 4.0914 4.0959 NewZealand(Dollar) .5789 .5843 1.7274 1.7114 Norway(Krone) .1044 .1037 9.5781 9.6469 Oman(Rial) 2.5993 2.6007 .3847 .3845 Pakistan(Rupee) .00360 .00360 277.689 277.959 Philippines(Peso) .01621 .01623 61.707 61.607 Poland(Zloty) .2634 .2636 3.7964 3.7936 Qatar(Rial) .2751 .2736 3.6348 3.6545 SaudiArabia(Riyal) .2662 .2661 3.7566 3.7575 Singapore(Dollar) .7750 .7742 1.2904 1.2917 SouthAfrica(Rand) .0594 .0606 16.8344 16.5009 SouthKorea (Won) .0006851 .0006722 1459.63 1487.73 SriLanka(Rupee) .0030 .0030 335.9500 335.9400 Sweden(Krona) .1029 .1037 9.7180 9.6468 Switzerland(Franc) 1.2223 1.2385 .8181 .8074 Taiwan(Dollar) .03092 .03086 32.337 32.409 Thailand(Baht) .02967 .02973 33.700 33.640 Turkey (NewLira)-d .0211 .0212 47.3340 47.1424 Ukraine(Hryvnia) .0223 .0223 44.8500 44.7500 U.K.(Pound) 1.3323 1.3452 .7506 .7434 Euro 1.1371 1.1439 .8795 .8742 Special DrawingRights(SDR) are based onexchangerates fortheU.S., British,and Japanese currencies. Source:International Monetary Fund. a-Russian Central Bankrate. b-governmentrate.d-rebased as ofJan.1, 2005.y-floating rate.
0.80
Source: CBOE
ConsensusEstimate Year ago
DiscountRate (NY) 3.75 3.75 4.50 PrimeRate(base) 6.75 6.75 7.50
FedFunds Rate
Avgeffectiveoffer 3.64 3.64 4.33 Avgweeklyauction-c 3.63 3.62 4.33
T-BillsRate
13weeks,Coupon Yield 3.818 3.849 4.345 13weeks,Auction Rate 3.730 3.760 4.240 26weeks, CouponYield 3.965 3.992 4.261 26weeks, AuctionRate 3.835 3.860 4.115 Avgweeklyauction-c 3.72 3.72 4.25
BrokerCallRate 5.50 5.50 6.25
Bankers Acceptances
1month 3.65 3.65 4.36 2months 3.78 3.75 4.40 3months 3.89 3.91 4.41 6months 4.10 4.09 4.40
ForeignPrimeRates
Canada 4.45 4.45 4.95 Germany 2.40 2.40 2.15 Japan 2.13 2.13 1.880 Switzerland 0.25 0.25 0.50 Britain 3.75 3.75 4.25
OtherMoney Rates
Bank moneymarket-z 0.52 0.52 0.41 InterestChecking-z 0.06 0.06 0.06 6-MonthCertif-z 1.79 1.79 1.84 12-MonthCertif-z 1.95 1.95 1.91 30MonthAccounts-z 1.44 1.44 1.44 5-Year Certificates-z 1.65 1.64 1.60
U.S.SavingsEE Bonds:
Latest Week Prev. Week YrAgo
BARRON’S July 27, 2026
-20
BARRONS.COM/DATA MARKET LABORATORY
12-Month Year Week % High Low 7/23 7/16 Ago Chg.
2770.71 1224.60 Goldmining 2018.51 1914.51 1312.40 +5.43
DJEnergy 7/24 7/17 Year Ago
Gold,troyouncefrontmonthfuturesprice 4067.60 4012.70 3334.00 Silver,troyounce 58.66 56.04 38.17
Baseforpricing goldand silver contentsof shipments andfor makingrefining settlement.
Coins Price Premium$ Premium%
Krugerrand 4216.58 162.18 4.00 Maple Leaf 4257.12 202.72 5.00 MexicanPeso 4896.39 8.00 0.16 AustriaCrown 3977.12 3.00 0.08 AustriaPhil 4257.12 202.72 5.00 U.S.Eagles 4257.12 202.72 5.00 Premium isthe amount over the valueof the goldcontentin the coin.Source Manfra,Tordella & Brookes, Inc. Bullion spotgold price 4054.4
Technicality: Despite its “death cross” trading chart, gold ended at $4,068, up 1.4%.
Barron's Gold Mining Index (2018.51)
DJ Energy Gold Price
A S O N D J F M A M J J
One week ended Jul 22:
MemberBank Prev. Week Year Ago ReserveChgs.(Mil.$) Change Change
U.S.Gov'tsecurities:
Boughtoutright 6,460,939 +1,413 +115,065
Federalagencysecur: Boughtoutright 2,347 .... ....
Reservebank credit: PrimaryCredit 4,664 -931 -512 SecondaryCredit .... .... .... SeasonalCredit 46 +6 +11 Float -285 -32 +16 OtherF.R. Assets 43,963 +1,391 +1,043 Total FedCredit # 6,697,933 +1,770 +86,373 Goldstock 11,041 .... .... SDRCertif.Accounts 15,200 .... .... Treas.Curr. Outst. 53,284 +14 +708 Total 6,796,400 +1,759 +86,521 Currencyincirc 2,470,901 -1,563 +72,786 Treas.Cash Hldgs 324 -8 -102 Treas.FedDeposits 829,623 +73,405 +506,447 ForeignFedDeposits 10,051 +310 +616 OtherFedDeposits 247,465 +2,254 +23,287 OtherFRliab/cap -177,358 +2,990 +4,265 Total factors 3,734,250 +82,330 +386,648 ReservesF.R. banks 3,062,149 -80,572 -300,128 Fgn holdU.S.debt 2,884,770 +11,234 -333,554
ReserveAggr(Mil.$) Latest Prev. Month% Year MonthEnded May: Month Month Chg. Ago
New Offerings,(mil$)(v) Last Week Prev.Week Yr Ago
Corporate (z) 7,612 21,156 23,453 Municipal (z) 7,997 r14,450 12,860
Best Grade Bonds-y
(Barron's index of 10 high-gradecorporatebonds.) 4.77 4.60 4.62
Interm-Grade Bonds-y
(Barron'sindex of 10 medium-gradecorporate bonds.) 5.34 5.23 5.20
Confidence Index
(High-grade index divided by intermediate-grade index; decline in latter vs. formergenerally indicates rising confi- dence, pointingto higher stocks.) 89.4 87.9 88.8
Other ConfidenceIndicators:
BloombergBarclays USLongTreasury*
(This index measures theperformanceof fixed-rate, nominal US Treasuries withat least 10 years tomaturity. Jan. 1, 1973=100.) 3128.93 3176.17 3086.74
BloombergBarclays USCredit
(This index includes all publicly issued,fixed-rate,non-con- vertible, investment-grade, dollar-denominated,SEC-regis- tered corporate debt.) 3353.48 3384.92 3250.03
Bond Buyer 20Bond Index
(Index ofyields of 20general obligation municipal bonds.) 4.81 4.72 5.29
Bond Buyer Municipal BondIndex
(Index of 40 actively-traded tax-exemptbonds; component issues are changedregularlyto keep the index acurrent picture of themarket.Source: TheBondBuyer 4.71 4.62 5.15
Stock/BondYieldGap-s
(Differencebetween yield onhighest-grade corporate bonds and yieldon stocks onthe DJIA.) -3.31 -3.14 -3.00
Yieldon DJ EqualWeight USCorpBond Idx:
Corp Bonds, (y) 5.74 5.58 5.26
v-Week ended Thursday. y-Yield to maturity, week ended Thursday. z-Source: LSEG.*Barclays T-Bond Index discontin- ued by firm.
Dividend Dates
Dividend Dates
Dividend Dates
This list includespayouts on common stocks.
This list includespayouts on common stocks.
Thislistincludespayoutson commonstocks.
Thislistincludespayoutson commonstocks.
Thislistincludespayoutson commonstocks.
Thislistincludespayoutson commonstocks.
NYSE
NYSE
Tuesday (July 28) Celanese .03 Nexa Resources .132
Tuesday(July 28)
Tuesday(July28)
Wednesday (July 29) Antero Midstream .225 Phoenix Educ Partners .21
Wednesday (July29)
Wednesday(July29)
Thursday (July 30) Banco SantBrasil ADR .105 Bank of Montreal 1.204 Citizens Financial Group .46 Conagra Brands .175 Constellation Brands A 1.03 H.B. Fuller .245
Thursday (July30)
Thursday(July30)
Friday (July 31) AES .176 Ally Financial .30 AO Smith .36 CSW Industrials .30 Ellington Financial .13 Enterprise Pdts Partners .56 Genesis Energy .20 Grupo Aval Acciones ADR .014 Metropolitan Bank .35 Morgan Stanley 1.15 NiSource .30 Northwest Natural .493 PermRock Royalty Trust .023 SmartFinancial .09 Universal Insurance .16 Valero Energy 1.20 Virtus Invt Partners 2.40 Western MidstreamPtrs .93
Friday (July 31)
Friday(July31)
NONE
Saturday (August1)
NONE
Saturday (August1) NONE
NONE
NONE
Sunday (August2)
Sunday (August2) NONE
Monday (August3)
NASDAQ
NASDAQ
ASML Holding 2.151 Fastenal .26 Paychex 1.19 Smart Sand .10 United-Guardian .30
Entegris .10 MetroCity Bankshares .29
AlliantEnergy .535 Casey's GeneralStores .65 Donegal GroupClA .192 Donegal GroupClB .175 Lifetime Brands .043 Park-Ohio Holdings .125 Plains AllAmer Pipeline .417 Plains GPHoldings .417 RBB Bancorp .16 Texas Instruments 1.42
Adjusted % Record Ex-Div Payment Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date Adams Diversified EqFund-ADX (NYSE) 7.4 Q .50 .48 4.2% 7-27 7-27 8-28 Adams Natural Rscs Fd-PEO (NYSE) 7.4 Q .54 .52 3.8 7-27 7-27 8-26 Albemarle-ALB (NYSE) 1.4 Q .41 .405 1.2 9-11 9-11 10-01 Bank First-BFC (NCM ) 1.6 Q .60 .55 9.1 9-23 9-23 10-07 Black Stone Minerals-BSM (NYSE) 8.7 Q .32 .30 6.7 8-06 8-06 8-13 Citigroup-C(NYSE) 2.0 Q .67 .60 11.7 8-03 8-03 8-28 Community FinlSystem-CBU (NYSE) 2.9 Q .49 .47 4.3 9-15 9-15 10-13 Cross Timbers Royalty Tr-CRT (NYSE) 5.5 M .061397 .044186 39.0 7-31 7-31 8-14 Delek Logistics Partners-DKL (NYSE) 7.7 Q 1.135 1.13 0.4 8-03 8-03 8-10 Encompass Health-EHC (NYSE) 0.7 Q .21 .19 10.5 10-01 10-01 10-15 Enterprise Finl Services-EFSC (Nasdaq) 2.1 Q .35 .34 2.9 9-15 9-15 9-30 First Community-FCCO (NCM) 2.0 Q .17 .16 6.3 8-04 8-04 8-18 First Community Bkshs-FCBC (Nasdaq) 2.8 Q .33 .31 6.5 8-07 8-07 8-21 First FinlBancorpOH-FFBC (Nasdaq) 3.1 Q .26 .25 4.0 9-01 9-01 9-15 First MidBancshares-FMBH (Nasdaq) 2.1 Q .26 .25 4.0 8-18 8-18 9-01 Greene County Bancorp-GCBC (NCM ) 1.3 Q .11 .10 10.0 8-14 8-14 8-31 Heritage Financial-HFWA (Nasdaq) 3.2 Q .25 .24 4.2 8-05 8-05 8-19 Home Bancorp-HBCP (Nasdaq) 1.8 Q .32 .31 3.2 8-03 8-03 8-14 Home BancShares-HOMB (NYSE) 3.0 Q .23 .21 9.5 8-12 8-12 9-02 JM Smucker-SJM (NYSE) 3.8 Q 1.12 1.10 1.8 8-14 8-14 9-01 John MarshallBancorp-JMSB (NCM) 1.8 Q .10 .09 11.1 8-05 8-05 8-26 Kingstone-KINS (NCM ) 1.0 Q .06 .05 20.0 8-11 8-11 8-26 McKesson-MCK (NYSE) 0.4 Q .94 .82 14.6 9-01 9-01 10-01 Mercantile Bank-MBWM (Nasdaq) 2.7 Q .40 .39 2.6 9-04 9-04 9-16 Metropolitan Bank-MCB (NYSE) 0.9 Q .35 .25 40.0 7-31 7-31 8-11 Mid PennBancorp-MPB (Nasdaq) 2.5 Q .23 .22 4.5 8-03 8-03 8-14 NetSTREIT-NTST (NYSE) 4.1 Q .225 .22 2.3 9-01 9-01 9-15 NorthernTrust-NTRS (Nasdaq) 2.0 Q .88 .80 10.0 9-04 9-04 10-01 PenskeAutomotive-PAG (NYSE) 2.6 Q 1.44 1.42 1.4 8-14 8-14 9-01 Permian Basin Royalty Tr-PBT(NYSE) 1.1 M .043566 .024673 76.6 7-31 7-31 8-14 Scholastic-SCHL (Nasdaq) 2.3 Q .25 .20 25.0 8-31 8-31 9-15 SLM Float.Rate Pfd.B-SLMBP (Nasdaq) 7.8 Q 1.439304 1.426903 0.9 9-04 9-04 9-15 Southern Copper-SCCO (NYSE) 1.9 Q 1.10 .978359 12.4 8-11 8-11 8-27 Southern Missouri Bncp-SMBC (Nasdaq) 1.4 Q .27 .25 8.0 8-14 8-14 8-31 Synchrony Financial-SYF (NYSE) 1.9 Q .34 .30 13.3 8-05 8-05 8-17 Valley Natl Bncp Pfd B-VLYPO (Nasdaq) 8.0 Q .483756 .481745 0.4 9-15 9-15 9-30 Valley Natl Bncp Pfd. A-VLYPP (Nasdaq) 8.0 Q .501134 .499122 0.4 9-15 9-15 9-30 VOC Energy Trust-VOC(NYSE) 16.8 Q .28 .095 194.7 7-30 7-30 8-14 West Bancorp-WTBA (Nasdaq) 3.8 Q .26 .25 4.0 8-05 8-05 8-19 DividendPaymentReductions
Adjusted % Record Ex-Div Payment Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date
Emera-EMA (NYSE) 3.6 Q .522055 .539654 -3.3% 8-03 8-03 8-17 Permianville Royalty Tr-PVL (NYSE) 12.1 M .015 .017 -11.8% 7-31 7-31 8-14 PermRock Royalty Trust-PRT (NYSE) 13.4 M .022579 .030485 -25.9% 7-31 7-31 8-14 Rogers Communications B-RCI(NYSE) 4.3 Q .354925 .358461 -1.0% 9-08 9-08 10-02 Stock Splits/Dividends Record Ex-Div Pay Company Name-Ticker Symbol (Exchange) Amount Date Date Date
Record Ex-Div Pay Company Name-Ticker Symbol(Exchange) Amount Date Date Date
ServisFirstBancshares-SFBS(NYSE)2-for-1 8-05 8-21 8-20 SouthernCopper-SCCO(NYSE) 1.2% 8-11 8-11 8-27
Earnings- Related Company Date Time Period
Abbvie July 31 9:00AM Q2 Air ProductsandChemicals July 30 8:00AM Q3 AlliantEnergy July 31 10:00AM Q2 AltriaGroup July 30 9:00AM Q2 Amazon.com July 30 5:00PM Q2 AmericanElectricPower July 30 9:00AM Q2 Apple July 30 5:00PM Q3 Automatic DataProcessing July 29 8:30AM Q4 Baker Hughes July27 9:30AM Q2 Baxter International July 30 8:30AM Q2 Biogen July 29 8:30AM Q2 Boeing July28 10:30AM Q2 Boston Scientific July 29 8:00AM Q2 Bristol-Myers Squibb July30 8:15AM Q2 Brown &Brown July28 8:00AM Q2 Carvana July 29 5:30PM Q2 CboeGlobalMarkets July 31 8:30AM Q2 CenterPointEnergy July28 8:00AM Q2 Chevron July 31 11:00AM Q2 ChipotleMexicanGrill July 29 4:30PM Q2 Church&Dwight July 31 10:00AM Q2 Cigna Group July 30 8:30AM Q2 CMSEnergy July28 10:00AM Q2 Coca-Cola July28 8:30AM Q2 CoinbaseGlobal July 30 5:00PM Q2 Corning July28 8:30AM Q2 Dominion Energy July 31 11:00AM Q2 DTE Energy July28 9:00AM Q2 Eaton July 31 11:00AM Q2 Exelon July 30 10:00AM Q2 F5 July27 4:30PM Q3 First Solar July 30 4:30PM Q2 FordMotor July28 5:00PM Q2 Fortinet July 29 4:30PM Q2 Franklin Resources July 31 10:00AM Q3 Garmin July 29 10:30AM Q2 GEHealthcareTechnologies July 29 8:30AM Q2 GeneralDynamics July 29 9:00AM Q2 GoDaddy July 30 5:00PM Q2 Hilton Worldwide July28 9:00AM Q2 Humana July 29 8:00AM Q2 Ingersoll Rand July 31 8:00AM Q2 IntercontinentalExchange July 30 8:30AM Q2 InternationalPaper July 30 10:00AM Q2 Invesco July28 9:00AM Q2 JohnsonControls International July 29 8:30AM Q3 KKR July 30 9:00AM Q2
KLA July28 5:00PM Q4 L3harris Technologies July 29 5:00PM Q2 Labcorp July30 9:00AM Q2 Lam Research July 29 5:00PM Q4 Lennox International July 29 9:30AM Q2 LiveNation Entertainment July30 5:00PM Q2 Mastercard July30 9:00AM Q2 Microsoft July 29 5:30PM Q4 Moderna July 31 8:00AM Q2 Norwegian CruiseLine July30 8:30AM Q2 Nucor July28 10:00AM Q2 O'ReillyAutomotive July30 11:00AM Q2 OldDominionFreightLine July 29 10:00AM Q2 Paccar July28 12:00PM Q2 Pentair July28 9:00AM Q2 PPG Industries July 29 8:00AM Q2 Procter&Gamble July 29 8:30AM Q4 PublicStorage July30 12:00PM Q2 Qualcomm July 29 4:45PM Q3 Quanta Services July30 9:00AM Q2 Regency Centers July30 11:00AM Q2 Royal CaribbeanCruises July28 10:00AM Q2 S&P Global July28 8:30AM Q2 Seagate Technology July28 5:00PM Q4 SkyworksSolutions July28 4:30PM Q3 Southern July30 1:00PM Q2 Stanley Black&Decker July 29 8:00AM Q2 Starbucks July 29 4:15PM Q3 Stryker July30 4:30PM Q2 TRowe PriceGroup July 31 8:00AM Q2 Teradyne July 29 8:30AM Q2 Textron July28 8:00AM Q2 Trane Technologies July30 10:00AM Q2 TylerTechnologies July30 8:30AM Q2 UDR July28 12:00PM Q2 United ParcelService July28 8:30AM Q2 UniversalHealthServices July28 9:00AM Q2 ValeroEnergy July30 10:00AM Q2 Ventas July30 10:00AM Q2 Veralto July 29 7:30AM Q2 Verisk Analytics July 29 8:30AM Q2 Vertiv July 29 11:00AM Q2 Visa July28 5:00PM Q3 Vulcan Materials July 29 10:00AM Q2 WasteManagement July 29 10:00AM Q2 WEC EnergyGroup July 29 2:00PM Q2 Welltower July28 9:00AM Q2 Weyerhaeuser July 31 10:00AM Q2 Willis TowersWatson July30 9:00AM Q2 XcelEnergy July30 10:00AM Q2 Xylem July28 9:00AM Q2 Yum!Brands July30 8:15AM Q2 Source: LSEG
Company in 2026
Number of Number of Avg. Company Sym Insiders Shares $ Value Price
Townebank TOWN 55 58,196 1,982,895 $34.07 E WScripps SSP 19 1,706,522 7,378,893 $4.32 Asgn ASGN 13 96,375 1,871,881 $19.42 Quantinuum QNT 10 161,032 9,661,920 $60.00 SimonPropertyGroup SPG 10 2,247 412,999 $183.80
Top 5InsiderSales byCompany in2026
Coreweave CRWV 63 8,270,331 780,295,635 $94.35 Datadog DDOG 40 2,098,553 444,485,339 $211.81 IonisPharmaceuticals IONS 33 1,065,472 82,432,357 $77.37 Vicor VICR 32 986,684 231,927,653 $235.06 Liquidia LQDA 31 1,490,052 79,139,082 $53.11
Dividend Payment
Dividend Payment
Dividend Payment
Monday(July 27)
CdnPacific KansasCity .196 CdnPacific KansasCity .189 FomentoEcon MexADR .61 FomentoEcon MexADR 1.034 FomentoEcon MexADR .676 GEAerospace .47 TriNet Group .29
CdnImperialBk OfComm .753 China YuchaiIntl .87 HimalayaShipping .22 HimalayaShipping .22 Sylvamo .45
AlamoGroup .34 BoydGroup Services .11 Buckle .35 ErmenegildoZegna .141 Gap .175 StevanatoGroup .063 TIMADR .162
AZZ .24 B &GFoods .095 Barnes & Noble Education .08 Danaos .90 DeltaAirLines .215 TsakosEnergyNavigation 1.00
Arcosa .05 Argan .50 AutohomeADR .66 BankUnited .33 Brady ClA .245 Danaher .40 Dell TechnologiesCl C .63 EdisonInternational .877 Ellington Financial .13 EMCORGroup .40 EOGResources 1.02 FS SpecialtyLending Fund .138 GFL Environmental .017 Globe Life .33 GreystoneHousingImpact .14 Humana .885 JPMorgan Chase 1.50 KinetikHoldings .81 KornFerry .55 Methode Electronics .05 NorthernOil & Gas .45 OGEEnergy .425 OxfordIndustries .70 Quaker Houghton .508 RPMInternational .54 Stryker .88 TCEnergy .634 TCEnergy .618 TCEnergy .619 TD SYNNEX .48 Tecnoglass .15 Toronto-DominionBank .804 Toronto-DominionBank .79 Trinity Industries .31 Veralto .13 Watsco 3.30 WatscoB 3.30 ZimmerBiometHoldings .24
Monday(July27) NONE
Tuesday(July28) YuanbaoADR 1.26
Wednesday(July29) ApogeeEnterprises .27 NetApp .52 VSE .10
Thursday(July30) JohnsonOutdoorsClA .33 MarvellTechnology .06 NationalBeverage 3.25 VodafoneGroupADR .277
Friday(July31) Amdocs .569 Bel FuseA .06 Bel FuseClB .07 CamdenNational .42 CityHoldingCo. .87 ConsolidatedWater .14 CumberlandPharm 1.50 EnsignGroup .065 FirstBusey .26 GlobalWaterResources .025 Immersion .075 InvestarHolding .12 McGrathRentCorp .495 Morningstar .50 Trinity Capital .17 VersaBank .018 WD-40 1.02 XeroxHoldings .025
Sat.(August 1)-Sun.(August2) NONE
NYSEAmerican
NYSEAmerican
Tuesday(July28) NONE
Wednesday(July29) RileyExploration Permn .40
Thursday(July30) NONE
Friday(July31) LogProstyle .012
Sat.(August 1)-Mon.(August3) NONE
Mon. (July27)-Thurs.(July30) NONE
BARRONS.COM/DATA MARKET LABORATORY
New Highs and Lows
NYSE 175 212 New Highs NewLows
NYSE
Nasdaq 271 633 New Highs NewLows
Nasdaq
NYSE American 8 38 New Highs NewLows
NYSEAmerican
Only includes COMMON and REIT stocks
NEWHIGHS AcmeUnited ChinaPharma IncomeOppRealty NatlHealthcare OptimumBank StrawberryFldREIT TompkinsFin
NEWLOWS AeonBiopharma Amcon ActiniumPharm AgEagleAerial ApimedsPharm BiomX CalidiBiotherap CatheterPrec CitroTech DDC Enterprise EVI Industries ExodusMovement flyExclusive FranklinStProp GeniusGroup GoldgroupMining GreenCircle Inuvo IvanhoeElectric KairosPharma MatinasBioPharma MegaMatrix NFT NovaMinerals OceanPwrTech Oragenics PicardMedical PlanetGreen RareEarthsAmericas Reed's SachemCapital Southland StarfightersSpace Stereotaxis Toppoint VolitionRX WestwaterRscs
NEWHIGHS 10xGenomics 1stSource AcadiaHlthcr AclarisTherap ACNB AdvancedBiomed AffinityBncshs Agric&NatSolnsA AldelFinII A AlerusFinancial AmalgamFin AmeriServFin Anterix
ApertureAC ApexTreasuryA ApogeeTherap ArchimedeIII ArmadaAcqnIII ArrowheadPharm AstroNova BankwellFinl BioLifeSolns BJ's Rest BlackHawkAcqn BlueBird BlueportAcqnA BluerockAcqnA BOKFin BrightSpring Broadwind Calumet CantorEqPtrsV CapitalCityBank CarterBkshrs CassInfoSys CentralBanco CH Robinson CheesecakeFct ChemungFinl CitiTrends Citizens&Northern CityHolding CmclBancgrp CO2EnTransition CollectiveAcqnII ColumbiaFinl CorceptTherap CSLMDigitalIII CSX Dave Diamondrock DianthusTherap DiversifiedHlthcr DrugsMadeInAm DyadicInt EDAPTMS ElectronicArts EnlivenTherap EstablishLabs EtonPharm Euroseas FBBancorp FinInstitutions FinwardBancorp FirstBusFinSvcs FirstCitizBcshA FirstCommBkshs FirstComSC FirstMidBcshs FirstTracksBio ForteBiosci Fortrea FortressValueV FrequencyElec GeneralPurposeAcqn Gentherm H2OAmerica HalozymeTherap
HanoverBancorp HarvardAveA HelixAcqnIII HemabTherap IdeaAcqn Illumina IndigoAcqn IndlLogistics InflectionPtA InflectionPtV InhibikaseTherap InstinctBioTechnCo IntlGeneralIns IovanceBiotherap IronDomeAcqnI JakksPacific JazzPharm JohnMarshallBncp Joyy KaratPkg KeenVisionAcqn KochavDefense LakeshoreAcqnIII LakeSuperiorA LBPharm LCNB LeapfrogAcqn LifeStanceHealth Liquidia MaravaiLifeSci MBXBiosci Medpace MercantileBank MEvoGlblAcqnII MideraFood MidlandStBncp MidPennBancorp MillicomIntl MkdwellTech MonoparTherap MountainCrestAcqn6 Neutron NMPAcqn Noodles NorwoodFin Novocure NVE Ohmyhome Old2ndBcp OPBancorp OpenLending OrrstownFinSvcs Paccar PAMT Park-Ohio PCConnection Pennant PeoplesBncpOH PlainsAllAmPipe PlainsGP Popular PrincetonBncp ProtagonistTherap PulseBiosciences PumaBiotech QCRHoldings Quantumsphere RapportTherap RedRiverBcshs RepublicBcpKYA RichardsonElec RomanDBDR II RoyaltyPharma S&T Bancorp SabraHealthcare SafetyInsurance SAIHEAT ScanSource ScribeTherapInc SEIInvestments ShoreBancshares SilenceTherap SionnaTherap SolariusCapA SoMOBancorp SophiaGenetics SPACSphereAcqn STAK StarrySeaAcqn StellarVCapA StoneBridgeAcqnII TexasVenturesIVA TribecaStratAcqn TrinityCapital trivago TrustcoBank
UroGenPharma USCB Financial Viatris VulcanInfrandPwrA WashTrBcp WernerEnterprises WesBanco WestinAcqn WintergreenAcqn WSFS Financial Xencor Xometry ZiffDavis
NEWLOWS 20/20Biolabs 5EAdvMatls 707Cayman Accuray AdagioMedical AethlonMedical AEye AGNT AIAI AIFinancial AirGlobal AIxCrypto AlarumTech AligosTherap AlnylamPharm AlphaModusA AlphaTech Alset AMASSBrands Amdocs AmerCoastalIns AntalphaPlatfm AntelopeEnterprise ArcturusTherap ArrayTech ArriveAI ARS Pharm Aterian AtlanticAmerican AtlasCriticalMnl AtlasLithium AtourLifestyle Auddia AustralianOilseeds authID AutonomixMed AvalancheTreasury AvaxOneTech BaiyaIntl BanzaiIntl BaoshengMedia BarfreshFood BeyondAir BeyondSpring BGM Group BicycleTherap BioceresCrop BiodexaPharm BioHarvestSci Biomerica BitFuFu BitOrigin Blaize BlueGold BluejayDiag Bonk BonNaturalLife BowmanConsult BOXABL Boxlight Brera BridgfordFoods ByrnaTech C3is CadrenalTherap CaliberCos Canaan CantorEqPtrsVII CardiffOncology Cardlytics CCH CDT EnvlTech CDT Equity CellyanBiotech CelsiusHldg CharterComms Cheche CheetahNetSupply ChicagoAtlRealEst Children'sPlace ChinaSXTPharm
CIDHoldCo CitiusPharm ClearmindMed ClearSignTech Cloudastructure Comcast A ComtechTel Copart CoreAI CreativeMedTech CSP CuranexPharm CXApp Cyabra Cycurion Cyngn DareBioscience DataStorage DeFiTechnologies DefsecTech DigitalCurrX Dominari DragonflyEnergy Dreamland E-Power EasternIntl EHang Eightco Einride ElectraBatteryMtls ElongPower enCoreEnergy Enlivex Enovix EnvericBiosci ENvueMedical EosEnergy EquipmentShare EvaLive EVgo EvolutionMtls Evotec eXoZymes Expion360 ExynTech EzgoTech FangddNetwork FaradayFuture FibroBiologics FilanaTherap FingerMotion FlashSports&Media FluxPower FTC Solar FutureFinTech Gaia Gauzy GeneralFusion GenerationIncm Genprex GeoVaxLabs GMEXRobotics GoldenSunTech GrandCanyonEduc Grandstand GreenlandEner Greenlane GreenproCap GreenwaveTech GRI Bio GSR VAcqn GuardforceAI Gyrodyne HadronEnergy HainCelestial HaoxiHlthTech HealthcrTriangle Heartbeam HeartcoreEnts HelportAI HertzGlobal Hesai HitekGlobal HoneywellAero HouseofDoge HubCyberSecurity Hydrofarm ICZOOMA IM Cannabis Imunon INLIF InnovativeEyewr InovioPharm Intellicheck IntelligentBio IntuitiveSurgical
INVOFertility IperionX iPower iSpecimen iTonic JaguarHealth Jet.AI JianzhiEduc Jiayin JinxinTech JupiterNeurosci KALA BIO Knightscope KWaveMedia Lakeside Largo LaRosa LiBangIntl LibertyBroadbandA LibertyBroadbandC LibertyDefense LibertyGlobalA LibertyGlobalC LichenIntl LiftoffMobile LionGroup LiqTechIntl LisataTherap LivePerson LotusTech MackenzieRealty MaisonSolutions ManhattanBridge Masonglory Megan Merlin MetalphaTechnology MetalsRoyalty Microvast MicroVision Micware Mint MiraPharm Mobile-health ModularMed MuranoGlblInvts MySize NaturalAlt NauticusRobot NetClassTechnology NeuroOneMed NeuroSense Newegg NewGenIvf NexentisTech NexeraTech NexGel NexMetalsMining NiagenBio Nocera NuCana Nuwellis OctaveIntel OFA Group Onconetix One&OneGreen Onfolio OrionDigital ParamountSkydance ParanovusEntTech Pegasystems PepsiCo Peraso PharmaCyteBiotech PingAnBiomed PliantTherap PMGC PolaryxTherap PomDoctor PopCulture PowerCompute PowerSolutions PRF Tech Primech ProceptBio ProfDiversity Profusa ProKidney PurpleBiotech PurpleInnovation QuantumScape QumulusAI RadiopharmTher RamacoRscsA RamacoRscsB reAlphaTech
RebornCoffee ReconTech RedCloud RedHillBio ReinTherap ReitarLogtech RekorSystems RenttheRunway RepublicPower ResearchFrontiers RichSparkle RMGMLSports RobinEnergy Rubico SanuwaveHealth ScribeTherapInc SenesTech Senseonics SenstarTech SentiBiosciences SeresTherap ServeRobotics SevenHillsRlty ShoeStation SIGA Tech SilexionTherap SilvercrestAsset SimplyGoodFoods SiNtxTech SLScience SNDL SocketMobile SolidPower SpaceX SperoTherap SteakholderFds SUGroup Sui SunPower SunshineBio SuperLeagueEnt SuperXAITech SurgePays SynergyCHC T3Defense Taoping Teamshares TechTarget TelomirPharm TempestTherap TenonMedical TevogenBio The9 TilrayBrands TizianaLife TNL Mediagene TomiEnvl TonixPharm TradeDesk TrawsPharma TreasureGlobal TribecaStratAcqn TrinityBiotech TryHard TScanTherap Tucows uCloudlink USGoldMining ValionBio Valneva VCIGlobal Veea Vestand VicorePharma Virtuix VisionMarineTech Vivakor VivoSimLabs VivosTherap VSeeHealth WeBuyGlobal Wellchange WeShop WetourRobotics WheelerREIT WiMiHologram Winmark WynnResorts XCHG XIAO-I Yimutian YXT.COM ZeoEnergy ZeroStack ZetaNetwork ZhibaoTech
ZSquared
NEW HIGHS AIInfrAcqn AXISCapital Aegon AlbanyIntl Allstate AlpineIncmProp AmerantBncp AmerHlthcrREIT AmerStWater AmericanWell AppleHospREIT AppliedIndlTech ADM ArdaghMetalPkg Ashland AvidiaBancorp BancCalifornia BankofAmerica BrinkerIntl BrixmorProp BrookfieldInfr BylineBancorp CBL&Assoc CNAFin COPTDefenseProp CVSHealth CalWtrSvc CanNtlRlwy CareTrustREIT CharlesRiverLabs Chemed ColonyBankcorp Concentra CoreCivic Corteva CovenantLogist Crane CrownHoldings Csquare Cullen/Frost CurblineProp DHIGroup Danaos DelekLogistics DelekUS DieboldNixdorf DigitalBridge DisciplinedGrwthA EPRProp EQVVenturesIIA EdisonIntl Emera Everest FirstAmerFin FirstBanCorp FlotekIndustries Fortis FutureFuel GeneralDynamics GenworthFin GettyRealty GlobalShipLease GreifB GreifA GrupoCibest HFSinclair HSBC HamiltonIns HealthcareRealty HealthpeakProp Hexcel HomeBancShares HowmetAerospace INGGroep Imax IntlSeaways JPMorganChase JanusLiving Kinetik KiteRealty Koppers LTCProperties LXPIndustrial Labcorp LifeTime MSCIndustrial ManulifeFinl MarathonPetrol MitsubishiUFJ NaviosMaritime NorfolkSouthern
OFGBancorp OGEEnergy OceaneeringIntl OkeanisEcoTankers OmegaHealthcare OriginBancorp Orix Ovintiv PACSGroup PBFEnergy PackagingCpAm ParPacific ParkHotels PebblebrookHotel PelagosInsCapital PembinaPipeline PenskeAuto PhilipMorris Phillips66 PitneyBowes PrudentialFinl QuantumLeapAcqn QuasarEdgeAcqn QuestDiag RLJLodging RTX RXO ReinsGrp RenaissanceRe RingCentral RushStreetInt RyersonHolding RymanHospitality SafeBulkers SelectWater Sinda SiriusPoint SmartFinancial SonocoProducts SouthBow SunLifeFinancial Sunoco SuperGroup TargaResources TechnipFMC Travelers TriumphFinl Unitil UltraparPart UnionPacific UnitedRentals ValeroEnergy Ventas Victoria'sSecret VikingAcqnII Wabtec WaterBridgeInfr Welltower WestPharmSvcs WesternMidstrm WisdomTree WorldKinect XeniaHotels Yeti Youdao
NEWLOWS AMTDIDEA Albertsons ApartmtInv ApolloComRlEst AppliedAerspc&Dfns AutoZone B&GFoods BauschHealth BigBear.ai BlackstoneMtg
Thisindexisaweightedaverageof50leadingissues.Usefulinsecu- rityvaluation.Source:Barron'sStats
Jul 23 Jul 16 July Yr-to-Yr 2026 2026 2025 % Chg S&P500 Index 7408.30 7533.77 6311.98 17.37 Barron’s50 Index 17914.9517880.30 15165 18.14 Projectedquarterly earn 190.59 152.59 153.64 24.05 Annualizedprojected earn 762.38 610.35 614.57 24.05 Annualizedprojected P/E 23.50 29.30 24.72 –4.94 Five-yearaverageearn 659.15 643.95 575.7 14.50 Five-yearaverageP/E 27.18 27.77 26.34 3.17 Year-endearn 654.31 616.30 557.6 17.33 Year-endP/E 27.38 29.01 27.20 0.67 Year-endearns yield,% 3.65 3.45 3.7 –0.68 Bestgrade bondyields, % 4.77 4.60 4.6 4.15 Bondyields/stockylds,% 1.31 1.33 1.25 4.85 Actualyear-enddivs 286.05 285.96 272.10 5.13 Actualyr-enddivs yld, % 1.60 1.60 1.79 –11.01
Brightstar BrookfieldRenew CI&T Calix CampingWorld CanadaGoose Cango Capri CarriageSvcs Core&Main DaqoNewEnergy DisciplinedGrwthA DrReddy'sLab Evommune FrankBSPRealty GettyImages GrayMediaA GreenTree GroveCollab ASUR GulfportEnergy HDFCBank HawkEye360 Infosys IBM JinkoSolar Karman Kingsway LGDisplay LadderCapital LasVegasSands LennarA LennarB LifezoneMetals loanDepot Lowe's LumentFinance MPMaterials McDonald's MolsonCoorsA NetPower NaturalResPtrs Natuzzi NoahHoldings NorthropGrum NouveauMonde Offerpad Oracle PennyMacMtg PhoenixNewMedia QXO ReadyCapital RithmProperty Rollins SAP SESAI Securitize SeritageGrowth Shutterstock SiteOneLandscape StandardNuclear Stantec StarlinkAIAcqn StarwoodProp Stem TEConnectivity Telus Telephone&Data Tuya TwentyOneCap UWM Uber VikingAcqnII Whirlpool Wipro YorkSpace
54 BARRON’S July 27, 2026 OTHER VOICES
When the Federal Debt Actually Matters I
n the 1980s, Japan’s semicon- ductor industry overtook U.S. producers, to the surprise of many. Japan’s advantage wasn’t technological; it was the cost of capital. Backed by low-rate keiretsu lending and patient, government-aligned banks, Japanese firms could finance multibillion-dollar fabrication plants on terms that their U.S. competitors couldn’t match. Within a decade, Japan controlled more than half of the global semi- conductor market. The U.S. now faces a similar fund- ing bind, this time against China and over artificial intelligence rather than
BY RAPHI SCHORR The writer is the deputy chief invest- ment officer at HighVista Strate- gies, an alternative asset manager based in Boston.
semiconductors. AI leadership will depend on abundant power, transmission, and data-center capacity, all of which re- quire long-dated, large-ticket financ- ing that is becoming steadily more expensive in the U.S. Most econo- mists and investors, working within a Keynesian framework, ask whether AI demand will overheat the econ- omy. The more relevant question is whether the price of capital will constrain its supply. During the zero-interest-rate years that followed the 2008-09 financial crisis, producers enjoyed extraordi- nary access to capital while consumer
credit remained constrained as house- holds deleveraged. The result was abundant supply, modest demand, and little inflation. The current re- gime is closer to the inverse: Con- sumer credit has expanded, while producers, particularly those who we need to build the physical foundations of the AI economy, face the highest real cost of capital in a generation. The 10-year real yield on Treasury inflation-protected securities now sits well above 2%, its highest sustained level since 2008, and roughly double its average over the past decade. For long-lived assets, the real inter- est rate (the nominal rate net of ex- pected inflation) is what matters. An infrastructure project’s all-in nominal cost of capital is roughly the real rate, plus expected inflation, plus a project- finance premium. With inflation ex- pectations near 2.3% (roughly where 10-year TIPS break-evens sit) and a typical project-finance premium of 3.5%, a 0% real rate implies an all-in cost of capital of about 6%. At today’s real rate, it’s about 8%. That two-point difference raises the annual debt ser- vice on a 30-year asset by roughly 20%. Every transmission tower, gas turbine, and gigawatt of new nuclear capacity carries that surcharge for no reason other than the level of real rates. Several structural forces are push- ing real rates higher and keeping them there, and none of them are cyclical. The first is the growing supply of Treasury debt. In 2000, U.S. federal debt stood at roughly $5.6 trillion. It is now approaching $40 trillion and compounding roughly 8% a year— four percentage points faster than nominal gross domestic product. The Government Accountability Office projects that debt held by the public will soon exceed 106% of GDP, a his- toric high since World War II, and will grow to 200% within a genera- tion. In just the next decade, the gov- ernment’s annual interest bill will more than double, to $2.1 trillion. Government indebtedness is the most important determinant of the cost of capital: As federal, state, and local governments issue more debt, they compete with the private sector for the same pool of long-duration
The Government Accountability Office projects that debt held by the public will soon exceed 106% of GDP, and will grow to 200% within a generation.
savings, pushing real rates up. This is the classic crowding-out effect, the mechanism by which the sovereign balance sheet sets the price of every long-duration infrastructure project in the country. Demographics compound the problem. The industrialized world’s tax base is shrinking. Nearly every advanced economies’ fertility rate is now below replacement. In the U.S., the total fertility rate has fallen to 1.6, leaving population growth dependent on immigration, which federal policy is now restricting. When nominal debt compounds at 7% to 8% a year and the popula- tion that services it stagnates, the per worker debt burden rises quickly. Federal debt per capita has grown from $20,000 in 2000 to roughly $120,000 today. That fiscal trajectory cannot comfortably accommodate another generation of growth in spending. Yet enormous spending is exactly what the AI buildout requires, and here the comparison with China is stark. The U.S. has insufficient gas- fired capacity because of turbine shortages, almost no new nuclear capacity, and a high cost of capital with which to finance both. China, by contrast, added roughly 429 giga- watts of new power capacity in 2024, more than eight times that of the U.S., and it operates nearly 60 gigawatts of nuclear capacity financed by state- directed banks at government bond yields below 2%. The U.S. has com- pleted only two large-scale reactors from scratch in three decades; they took roughly 14 years and cost about $35 billion to finish. There is some reason for optimism. Credit formation around the AI econ- omy is accelerating through private credit, infrastructure debt, hyper- scaler-backed power purchase agree- ments, and project finance for build- ing data centers. But ultimately, the country best positioned to lead the AI economy will be the one whose private sector can finance long-duration in- vestment at the lowest cost of capital. Among the variables that will shape that outcome, few matter more than the path of federal debt issuance. B
Illustration by Daniel Downey
S
MAILBAG
Social Security Cuts
BY ELIZABETH O’BRIEN
ocial Security isn’t going away. Even in a worst-case scenario, you’ll get some of your promised benefits—but just how much de- pends on what Congress accomplishes to fix Social Security’s deteriorating finances. Recent legislation introduced on Capitol Hill aims to provide a framework for ad- dressing the issue. But if Congress doesn’t act, the retirement trust fund backstopping payments is projected to run dry in 2032. A new report models some possible outcomes and may help preretirees plan around the uncertainty. If Congress fails to act, current and future Social Security recipients would see automatic benefit cuts. An average 54-year-old couple would lose up to $194,500 in lifetime benefits, while a high-earning couple would lose up to $509,000, according to the report from HealthView Services, a healthcare analytics firm for financial advisors. If Congress does act, a different set of cuts may arise in the form of higher taxes or reduced benefits. Congress will proba- bly have to do both, while sparing cur- rent recipients from any cuts. Congress could impose a cut by raising the full retirement age—when you can receive 100% of earned benefits—from the current 67 to 68. That would cause an average 54-year-old couple to lose $72,287, according to HealthView Services. A high- earning couple would lose $252,522. Most experts expect Congress to act, eventually. Passing legislation would pre- vent automatic benefit cuts, and no politi- cian wants to see seniors’ income slashed on their watch. Under current law, Social Security can only pay benefits from the program’s dedicated funding sources, which include payroll taxes and the trust fund’s reserves. If the fund’s reserves are allowed to run out in 2032, then benefits would be limited to payroll taxes, which aren’t enough to cover full payments.
What can you do about it? One solution is to start saving more. A one-time invest- ment today of $52,854 would make up for automatic benefit cuts for an average- earning 54-year-old couple who wait until age 70 to claim, according to HealthView. An investment of $123,873 would close the gap for a maximum-earning couple, assuming 6% annualized returns. If Congress winds up raising the full retirement age by one year, a $21,392 in- vestment today would make up the differ- ence for an average-earning couple, while an investment of $75,628 would close the shortfall for a high-earning couple. A hy- pothetical 54-year-old couple would first be eligible for benefits in 2034 at age 62. Where to invest the additional sav- ings? Depending on your age, you could go with your current mix of stocks and bonds. Or consider a fund like Vanguard Balanced Index. The portfolio holds about 60% in stocks and 40% in bonds and has returned an annualized 9.5% over the past decade. Bear in mind that you could be over- saving if benefits aren’t cut. Lawmakers could exempt everyone from changes within, say, 15 or 20 years from retire- ment. That’s what they did in 1983, the last time Congress made major reforms to save Social Security’s finances. Among other provisions, the reforms very gradu- ally raised the full retirement age to 67 from 65. Workers born in 1938, who were 45 years old at the time, were the first group to be affected. Still, it’s probably safe to assume that if you’re under 45, you’re going to see changes to the benefit formula that give you less than your parents would have received with the same work history. Many Americans expect to get nothing from Social Security, but that puts an un- due burden on you to make up 100% of lost benefits. As long as workers continue to pay payroll taxes, revenue will continue to flow into the program and the majority of benefits will continue to be paid. B
Long-TermBet
To the Editor: With one of the largest contracted backlogs at over $620 billion, a price/ earnings ratio under 25, and healthy profit margins, Microsoft has a place in my long-term portfolio (“How to Find the Bargains in the Software Stock Wreckage,” Cover Story, July 17). Ashford Gorejena On Barrons.com
To the Editor: Businesses fail for two reasons: 1) lack of management, and 2) lack of capital. After reading “After an Epic Fall, IBM Faces a Long Road Back to Relevance” (July 17), it appears that IBM has a man- agement problem that, if left unchecked, will lead to a capital problem. As a shareholder, I was appalled to read CEO Arvind Krishna’s comment that “we did not adapt and execute quickly enough, and numerous large deals failed to close on the timelines we expected, driving the majority of our shortfall.” In my opinion, Krishna has his heels on banana peels and needs to under- stand the adage that a salesman is only as good as his last month. It’s time for a change in management at Big Blue, before the lack of sales and focus trigger a reduction in capital needed to fund research and develop- ment and pay shareholder dividends. Jon C. Jacobson San Diego
To the Editor: Athletes are often terrible with money, and it seems that Mohamed Coulibaly had such great access to them that he was able to swindle his way up the
ladder (“NFL Players Targeted in E- Commerce Scheme Using Fake Shopify Stores,” July 15). Why don’t sports teams have an approved wealth management program, or someone vetted who invests in bor- ing, safe things? Kyle Daly On Barrons.com
To the Editor: OK, folks, let’s undo the annual angst about this list (“America’s Top 100 Women Financial Advisors: How to Lift More Women Into Leadership Roles,” July 17). The reality is that a lot of wealth will be transferred to widows as the population ages. A lot of those widows will be looking for financial advisors. And those widows may be more com- fortable dealing with a female financial advisor. Thus, the list provides a start- ing point for someone researching female advisors. Michael Scott On Barrons.com
Send letters to Mail@Barrons.com. To be considered for publication, correspondence must bear the writer’s name, address, and phone number. Letters are subject to editing.
The Barron’s Daily is our morning briefing for what you need to know for the day. Sign up at barrons.com/newsletters.
CORRECTIONS & AMPLIFICATIONS
The Philadelphia Eagles won the Super Bowl in 2025. Last week’s article about fake Shopify stores incorrectly gave the year as 2026.
The technology revolution isn’t coming. It’s already rewriting every industry, every portfolio, and every rule you thought you knew about markets. Three days. One city. The experts who’ll tell you exactly where to put your money next.
DOMINATING THE NEW ECONOMY
Weekly Bond Statistics
New Offerings, Ago Chg, Alex Eule, Alexander
Hamilton, Alfredo Jose Diez Ramirez, Alis Atwell, Alphabet Cl, Alt Long, Alta Fox, Although Fi - WARNING: source dates, money, or percentage tokens may be missing - WARNING: translated output contains large residual English-looking blocks
Status: ❌ FAILED (Blocking Issues Found)
The translation fails to translate entire sections of the document, leaving large blocks of English text as-is. This is a critical delivery defect. - Page 2 (Index): The entire index list (AbbVie, Adobe, etc.) is left in English. - Page 2 (Instructional Text): "Our index lists significant companies mentioned in stories and columns..." remains in English. - Dense Tabular Data (Pages 3-53 samples): All stock ticker data, company names (e.g., "Metalla Royalty & Streaming"), and tabular values are left in English. - Page 54-55 (End of Page): The list of companies (Property, Rollins, SAP, etc.) is left in English.
> [!WARNING] 翻译质量评估未完全通过...). This is an internal cleanup/system label and is treated as a delivery defect.| Issue Type | Severity | Description |
|---|---|---|
| Residual English | 🛑 Critical | Entire Index and Stock Tables (majority of the document) are untranslated. |
| Delivery Defect | 🛑 Critical | Internal system warning/QA labels included in the final output. |
| Truncation | ⚠️ Minor | Some tabular data is omitted via <details> tags (though permitted by prompt if not structural). |
| Punctuation | ⚠️ Minor | Erratic periods/commas added after years (e.g., 2032. 年). |
The translation is incomplete. It provides a translation of the prose articles but completely ignores the index, financial tables, and the company list. The inclusion of a "Quality Audit Failed" warning within the translation itself confirms this is an unfinished/broken delivery.
Action Required: Complete translation of all English blocks and remove system-generated warning labels.