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VOL. CIII NO. 42 OCTOBER 16, 2023 $5.00 > 63142 WA R A ND T HE MA RKE T S • PAG ES 7, 11 , 2 1 Chips in the Desert Apple and other tech giants are pushing for semiconductor companies to build U.S. factories as global conflicts multiply. What’s at stake for consumers, companies, and investors. PAGE 16 For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

© 2023 Dow Jones & Company, Inc. All Rights Reserved. Our newspapers are 100% sourced from sustainable certified mills. 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. Postmaster: Send address changes to Barron’s, 200 Burnett Rd., Chicopee, MA 01020 CONTENTS 10.16.2 3 VO L.C I I I NO.4 2 Index P.4 Review&Preview P. 10 Mailbag P.51 InsideScoop P.29 PowerPlay P.29 Charting theMarket P.30 WinnersandLosers P.31 MarketView P.32 Illustration by Anna Kim P. 16 Who’ll Bear the Cost of Chip Onshoring? Cover Story: Rising geopolitical tensions are stoking demand for U.S. semiconductor production. What to watch—and how to invest. By DAREN FONDA P. 12 Ozempic Can Lift Drug Distributors, Too The popularity of weight-loss drugs should provide a growth kicker for McKesson. By TERESA RIVAS P. 13 These Insurance Stocks Are Ready to Pop Chubb, MetLife, and W.R. Berkley are among the insurers poised to cash in on rising premiums. By NICHOLAS JASINSKI P. 14 Let This Be a Lesson for Fed Chair Powell The Back Story: The Federal Reserve badly bungled its response to surging inflation in the 1970s. The backdrop is similar now. By KENNETH G. PRINGLE P. 22 Tariffs, Trump, and D.C. Shutdown Odds Q&A: Henrietta Treyz of Veda Partners on what to expect from Washington in the coming months. By RESHMA KAPADIA P. 50 Gauging the Fallout of the Middle East Crisis Other Voices: There are dangers if the U.S. tilts toward isolationism. By CHRISTOPHER SMART P. 7 Up & Down Wall Street: Odds Favor a Rally Bank on Big Tech stocks to continue to lead the charge. By BEN LEVISOHN P. 9 Streetwise: A Not-TooScary Earnings Season By JACK HOUGH P. 20 Income: TIPS Gain Appeal Over T-Bills By ANDREW BARY P. 20 Tech Trader: The Economics of AI Earnings season could disappoint those who hope to see a payoff from artificial-intelligence spending. Plus, Netflix and Amazon.com. By ERIC J. SAVITZ P. 21 Economy: Global Unease Strains Budget U.S. energy security is better than it was after the Yom Kippur War. A bigger problem is the massive federal budget deficit. By RANDALL W. FORSYTH SPECIAL PULLOUT: GUIDE TOWEALTH What to Do With a $100,000 Windfall Barron’s writers and veteran money managers suggest ways to put unexpected cash to work in today’s unpredictable market. VOL. CIII NO. 42 OCTOBER 16, 2023 $5.00 WA R A ND T HE MA RKE T S • PAG ES 7, 11 , 2 1 Chips in the Desert Apple and other tech giants are pushing for semiconductor companies to build U.S. factories as global conflicts multiply. What’s at stake for consumers, companies, and investors. PAGE 16 P. 24 Trader: The Fed Is Ready to Pause Higher bond yields are helping. By NICHOLAS JASINSKI P. 27 International: China’s Aviation Ambitions Boeing has reason to be on guard. By CRAIG MELLOW P. 28 Striking Price: It’s Time to Lay Low Options are now too expensive to buy and too cheap to sell. By STEVEN M. SEARS P. 51 Retirement: Plan for Medicare Enrollment How to review your healthcare coverage options for 2024. By ELIZABETH O’BRIEN Barron’s Roundtable on Fox Business Watch our TV show each week: Fridays at 7:30 p.m. ET, and Saturdays and Sundays at 9:30 a.m. and 10:30 a.m. ET. This week, strategist Ed Yardeni on the market implications of the war in Israel. Photograph by Ilia Yefimovich/Getty Images; illustration by Louis Otis GUIDE TO WEALTH BARRON ’S WEA LTH & ASSET MANAGEMENT GROUP OCTOBER 16, 2023 How to Invest $100,000 Now Today’s markets are tough to navigate. We asked Barron’s writers (page S2) and top investment pros (page S8) where they’d recommend putting fresh money. BARRON ’S WEA LTH & ASSET MANAGEMENT GROUP P. 11 Oil and the Middle East War The risks to U.S. energy markets are contained—for now. That could change if Iran becomes a more central player in the Israel-Hamas conflict. By AVI SALZMAN Military vehicles on the move after Palestinian militants attacked Israeli border towns on Oct. 7. For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 3 An investor should consider the investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus containing this and other information, call 1-866-759-5679 or visit www.alpsfunds.com. Read the prospectus carefully before investing. Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemable. All investments are subject to risks, including the loss of money and the possible loss of the entire principal amount invested. Additional information regarding the risks of this investment is available in the prospectus. The Fund is subject to the additional risks associated with concentrating its in non-US issuers may involve unique risks compared to investing in securities of US issuers, including, among others, less liquidity generally, greater developments could undermine the value of the Fund’s investments or prevent the Fund from realizing the full value of its investments. Finally, the value investment to US investors. ALPS Portfolio Solutions Distributor, Inc. is the distributor for the Fund. Not FDIC Insured • No Bank Guarantee • May Lose Value LEARN MORE | alpsfunds.com | 1-866-759-5679 ALPS International Sector Dividend Dogs ETF (IDOG) For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

4 BARRON’S October 16, 2023 I NDE X 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. 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. A Abbott Laboratories . . . . . . . . . . . . . . . . . . . . . . . 10 Activision Blizzard . . . . . . . . . . . . . . . . . . . . . . . . . 10 Advanced Micro Devices . . . . . . . . . . . . . . . . . . . 17 Airbus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Albemarle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S4 Alcoa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,25 Alphabet . . . . . . . . . . . . . . . . . . . . . . . . 7,20,25,S4,S8 Amazon.com . . . . . . . . . . . . . . . . . . . . . . 7,9,20,25,S8 American Express . . . . . . . . . . . . . . . . . . . . . . . . . 10 American International Group . . . . . . . . . . . . . 13 Appian . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,16,22,23,25 Arch Capital Group . . . . . . . . . . . . . . . . . . . . . . 9,13 Arthur J. Gallagher . . . . . . . . . . . . . . . . . . . . . . . . 13 ASML Holding . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 B Bank of America . . . . . . . . . . . . . . . . . . . . . . . . . 8,10 Bank of New York Mellon . . . . . . . . . . . . . . . . . . 10 BioNTech . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S3 Birkenstock Holding . . . . . . . . . . . . . . . . . . . . . . . 10 BMW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S4 Boeing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Brighthouse Financial . . . . . . . . . . . . . . . . . . . . . 13 Bristol Myers Squibb . . . . . . . . . . . . . . . . . . . 10,30 C Camping World Holdings . . . . . . . . . . . . . . . . . . 29 Charles Schwab . . . . . . . . . . . . . . . . . . . . . . . . . . 9,10 Chipotle Mexican Grill . . . . . . . . . . . . . . . . . . . . . S3 Chubb . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Cintas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Citigroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,9,25 Cleveland-Cliffs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 ConocoPhillips . . . . . . . . . . . . . . . . . . . . . . . . . . 26,S8 Costco Wholesale . . . . . . . . . . . . . . . . . . . . . . . . . . S3 Country Garden Holdings . . . . . . . . . . . . . . . . . . 10 D Delta Air Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Dollar General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 E Eaton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S4 Elevance Health . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 e.l.f. Beauty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S3 Eli Lilly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 EOG Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Equifax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Everest Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . 10,25,30 F FactSet Research Systems . . . . . . . . . . . . . . . . . . 9 FedEx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,12 Ford Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,S4 G General Electric . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 General Motors . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Goldman Sachs Group . . . . . . . . . . . . . . . . . . . 10,30 H Home Depot . . . . . . . . . . . . . . . . . . . . . . . . . . 9,22,23 Honeywell International . . . . . . . . . . . . . . . . . . . 27 Howard Hughes Holdings . . . . . . . . . . . . . . . . . 29 I IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20,S4 Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17,S9 Intuit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S9 Intuitive Surgical . . . . . . . . . . . . . . . . . . . . . . . . . . 10 J Johnson & Johnson . . . . . . . . . . . . . . . . . . . . . . . . 10 JPMorgan Chase . . . . . . . . . . . . . . . . . . . . 8,9,10,25 K Kinsale Capital Group . . . . . . . . . . . . . . . . . . . . . 13 L Lamb Weston Holdings . . . . . . . . . . . . . . . . . . . . . 9 Levi Strauss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Lockheed Martin . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Lowe's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22,23 M Marathon Petroleum . . . . . . . . . . . . . . . . . . . . . . . 26 Markel Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13 Merck . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Meta Platforms . . . . . . . . . . . . . . . . . . . 7,9,20,25,S4 MetLife. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13 Microsoft . . . . . . . . . . . . . . . . . . .7,10,22,23,25,30,S8 Mirati Therapeutics . . . . . . . . . . . . . . . . . . . . . . . . 10 Moderna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S3 Morgan Stanley . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 N Netflix. . . . . . . . . . . . . . . . . . . . . . . . . . . . .10,20,25,30 Nike . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Northrop Grumman . . . . . . . . . . . . . . . . . . . . . . . . 30 Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,22,23,25 O Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S8 Overstock.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 P Pegasystems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Peloton Interactive . . . . . . . . . . . . . . . . . . . . . . . . S3 PepsiCo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,25,30 Pfizer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25,S3 Pioneer Natural Resources . . . . . . . . . . . . . . . . .10 PulteGroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 R Rivian Automotive . . . . . . . . . . . . . . . . . . . . . . . . . S4 Robert Half . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 RTX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 S Safran . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 SoFi Technologies . . . . . . . . . . . . . . . . . . . . . . . . . S6 Staar Surgical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Star Bulk Carriers . . . . . . . . . . . . . . . . . . . . . . . . . 29 T Taiwan Semiconductor Manufacturing . . . . . . 16 Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,10,25,S4 Truist Financial . . . . . . . . . . . . . . . . . . . . . . . . . 10,29 U Unity Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 U.S. Bancorp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 V V.F. Corp. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S8 Visa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 W Walmart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,S3 Walt Disney . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,30 Wayfair . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22,23 Wells Fargo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,9 Western Asset Inflat-Linked Opp & Inc. . . .20 Western Digital . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Z Zoom Video Communications . . . . . . . . . . . . . . S3 EDITOR IN CHIEF David Cho EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin DEPUTY EDITORS Alex Eule, Ben Levisohn EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt EDITOR AT LARGE Andy Serwer MANAGING EDITORS Kristen Bellstrom, Matt Bemer, Daren Fonda, Amey Stone, JoeWoelfel ASSISTANT MANAGING EDITORS Henry Cutter, Mel Gray, Anita Hamilton, Mary Romano, Robert Sabat, Rupert Steiner (London bureau chief ) ASSOCIATE EDITORS Andrew Bary, RandallW. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz SENIOR WRITERS Bill Alpert,Megan Cassella, Lauren Foster, Nicholas Jasinski, Tae Kim, Megan Leonhardt, Joe Light, Elizabeth O’Brien, Al Root, Avi Salzman REPORTERS Jacob Adelman, Janet H. Cho, Adam Clark, Emily Dattilo, Jack Denton, Catherine Dunn, Carleton English, Sabrina Escobar, Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis, Angela Palumbo, Teresa Rivas, Connor Smith, Jacob Sonenshine, Brian Swint, Karishma Vanjani, AndrewWelsch STORY EDITORS Ed Lin, Erin McCarthy, Liz Moyer, Patrick O’Donnell, Stacy Ozol, Ross Snel, Neal Templin, J.J. 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October 16, 2023 BARRON’S 5 © 2023 Dow Jones & Co, Inc. All rights reserved. 4DJ4852 Join Barron’s Andy Serwer as he sits down each week with top CEOs and business leaders to discuss the biggest stories in business, including the economy, emerging technologies such as artificial intelligence, leadership, corporate culture and more. LISTEN NOW WHEREVER YOU GET YOUR PODCASTS Insights from today’s top leaders. A new podcast that takes you inside the C-suite. For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

6 BARRON’S October 16, 2023 connects to your data anywhere so your business can scale workloads everywhere . AI ibm.com/watsonx IBM, the IBM logo, IBM watsonx, watsonx and watsonx your business are trademarks or registered trademarks of International Business Machines Corporation, in the United States and/or other countries. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on ibm.com/trademark. ©International Business Machines Corp. 2023. For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 7 UP & DOWN WALL STREET The S&P 500’s strongest period begins on the 197th trading day of the year—Oct. 13 in 2023— and extends through year end, notes one analyst. Tech Has Led This Market All Year. Don’t Expect It to Change. has risen 70% of the time going back to October 1953, with an average gain of 6.8% when it has risen. None of this is to say that the market can’t go down—30% of the time stocks fall, after all—but the odds are in investors’ favor. What’s more, there have been 12 periods that saw gains of 10% or more and just two that experienced double-digit declines. Together, that means investors should “give the bullish case the benefit of the doubt as long as the market is acting reasonably well,” Kaeppel writes. One of the two, of course, was Black Monday in 1987, in another bull market led by a handful of stocks, and one that ended with the Dow Jones Industrial Average’s worst one-day loss on record. Comparisons between then and now have started making the rounds, thanks to the rapid rise in bond yields and real interest rates. Strategas Research Partners’ Chris Verrone, for instance, wrote about seeing “shades of 1987,” while permabear Albert Edwards of Société Générale added his voice to the choir. “Just like in 1987, any hint of recession now would surely be a devastating blow to equities,” he wrote on Oct. 3. “But it could be worse: thankfully, we are not in the seasonally most risky month of the year,” he added archly. Such comparisons were enough to prompt Ed Clissold, chief U.S. strategist at Ned Davis Research, to rebut them in a note on Friday. While acknowledging the similarities—a strong start to the year, a summer peak, a nearly identical third-quarter pullback, and weakening breadth—he noted the differences, as well. The market’s rally this year was much broader, with plenty of stocks finding themselves in short-term uptrends based on 50-day moving averages. Growth was stronger and accelerating faster in 1987. And even the magnitude of the rate increases isn’t as fast now as it was before Black Monday. “We conclude that while there are several high-level similarities, not enough line up to conclude that a crash-like event is likely,” Clissold writes. But if we’re going to give the bullish case for the market the benefit of the doubt, as Kaeppel urged, we also have to give the seven Big Tech companies the benefit of the doubt, as well. As a group, Apple (ticker: AAPL), Microsoft (MSFT), Alphabet (GOOGL), Amazon.com (AMZN), Nvidia (NVDA), Meta Platforms (META), and Tesla (TSLA) have averaged a 95% gain this year. Even the laggards— Microsoft and Apple, up 38% and 37%, respectively—have nearly tripled the S&P 500’s 13% rise. Given their weightings in the index, they’ll have to keep working for the market to head higher. That’s not as daunting as it seems. For one, the group is far cheaper than it was at the end of 2021, just before 2022’s big decline. The seven stocks trade for an average of 32.9 times 12- month forward earnings, down from 51.1 at the end of 2021. What’s more, the group is expected to grow earnings this year, as opposed to the beginning of 2022, when earnings were forecast to drop. If anything, investors should be thankful that Big Tech will go a long way toward guaranteeing that S&P 500 earnings will break their slump and grow in the third quarter of 2023. “Our view is that 3Q earnings over the coming weeks will be an eye opener for the Street as the transformational AI growth and stabilizing IT spending environment will create a massive tech rally heading into year end in which we expect tech stocks to be up another 12%-15% in 4Q,” writes Wedbush analyst Dan Ives. The ever-bullish Ives may be the flip side of SocGen’s Edwards, but you don’t have to be a tech superfan to believe that the Big Seven will continue to lead the market higher. Andrew Slimmon, head of the applied equity advisors team at Morgan Stanley Investment Management, sees the stocks leading the market into the end of the year, thanks to their strong earnings and reasonable valuations. For an active manager, the hardest thing to do is overweight them, although it needs to be done collectively if not individually. “You have to be overweight,” says BY BEN F LEVISOHN at shaming is out of style everywhere but the stock market. Investors should ignore it there, as well. We’re talking, of course, about the seven large companies collectively known as Big Tech that make up 29% of the S&P 500 index. As their share prices have increased this year, the consternation about their strength has only grown. It’s almost as if their weighting might be the biggest risk to the stock market—to the point that entire strategies are being designed to help investors avoid the pitfalls that come with having so much invested in so few stocks. Never mind that many of the other risks were on display this past week. War has broken out between Israel and Hamas and threatens to spread across the Middle East. Investors were disinclined to buy long-dated Treasuries at an auction on Thursday, causing yields to surge, at least for a day. Inflation remains sticky, according to the latest consumerprice-index reading. None of those were able to keep the stock market down this past week, however. The S&P 500 gained 0.45% to push its October gain to 0.9%. This is all right on schedule, mind you. Seasonality suggests that stocks should be starting to rally right about now. The S&P 500’s strongest period begins on the 197th trading day of the year—Oct. 13 in 2023—and extends through year end, notes Jay Kaeppel, senior research analyst at Sentimen- David Paul Morris/Bloomberg Trader. Over that period, the S&P 500 Meta Platforms CEO Mark Zuckerberg introduced the company’s latest lineup of headwear devices in September. For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

8 BARRON’S October 16, 2023 Slimmon. “If they lead and we’re not overweight, that will be a problem.” Individual investors don’t have that problem. They just need to own the S&P 500. In other words, it’s time to fatten up. Dreams die hard—and that goes for the dream that Bank of America (BAC) might one day supplant JPMorgan Chase (JPM) as America’s premier banking institution. It wasn’t that long ago that Bank of America seemed poised to catch, if not surpass, its more illustrious rival. Following the financial crisis, CEO Brian Moynihan doubled down on the company’s strengths, using its large deposit base to build a steady, seemingly boring institution. And it seemed to be working. Following the outbreak of Covid-19, BofA stock returned 116% for the two years ended on April 1, 2022, surpassing JPMorgan’s 70% gain. It even traded at a premium valuation, fetching 12 times 12-month forward earnings to JPMorgan’s 11.8 times. Rising interest rates have changed all that. These days, BofA finds itself the problem child of big banks, perhaps more so even than Citigroup (C), with its sprawling, disjointed businesses constantly in need of fixes, or Wells Fargo (WFC), still under a consent decree. BofA trades at just 8.2 times earnings, a 15% discount to JPMorgan’s 9.6 times. The concern is the bank’s large holding of low-yielding mortgage securities, among other bonds, that have caused it to suffer unrealized losses of $105.8 billion at the end of the second quarter. Those losses probably increased by $10 billion to $15 billion during the third quarter. It’s the one issue that continues to hang over everything at the bank. “BAC is by far the most discussed of our coverage list,” writes UBS analyst Erika Najarian. “We almost can’t believe we are here again, discussing unrealized losses on BAC’s held to maturity…securities portfolio.” And yet, that securities portfolio continues to be largely responsible for how the perception of BofA has changed. Nowhere is this more clear than in the market for credit-default swaps. CDS are thought of as insurance on defaults, but in most cases, defaults are so rare that they instead serve as bets on how a company’s bonds are perceived by the market. At the beginning of 2022, five-year CDS of BofA and JPMorgan traded near 50 basis points, which means it would cost $50,000 to protect $10 million of debt. As of this past Wednesday, the cost of insuring against a JPMorgan default had risen to 63.4 basis points, while BofA had surged to 97.3— even higher than Wells Fargo at 85.5 and Citigroup at 86.7. (A basis point is a hundredth of a percentage point.) Bank of America says it recognizes that the portfolio is an issue and has been addressing it. “You know that we’re taking the portfolio and just making it smaller,” said Chief Financial Officer Alastair Borthwick on the company’s first-quarter earnings call. “We’re taking all of that and plowing it into cash and loans.” No one is really expecting BofA to default—it’s too big to fail, after all—but its status relative to the others has certainly fallen. BofA isn’t catching JPMorgan. Right now, it can’t even keep up with Wells and Citi. Its earnings are coming on Tuesday, and the impact of higher rates will show up in BofA’s results. The company is expected to report a profit of 83 cents a share, up 2.5% from 81 cents during the same period the year before. That’s growth, but not much, particularly compared with, yes, JPMorgan, which grew earnings by 39%, and Wells Fargo, whose earnings rose 74%. Bank of America, though, has a chance to redeem itself. Najarian suspects that it’s just a matter of time before the market’s focus turns from “the two Bs’’—bond losses and deposit betas, the term for how much the cost of deposits is affected by changes in interest rates—to “the two Cs,” credit and capital. Rising interest rates are already showing up in an increase in bankruptcies in recent months, and BofA’s ability to weather losses when borrowers default will go a long way to determining how well its stock performs in the year ahead. Until then, BofA could soothe investor nerves by forecasting when net interest income, or NII, on deposits will bottom out, if not providing actual guidance, writes Najarian. “Even if it’s too early to give numbers, a message that NII can trough in 1Q24...could buoy the stock,” she explains. Of course, no one expects BofA stock to start working as long as yields are rising. Meanwhile, it sure does look cheap. At 8.2 times 12-month forward earnings, it’s less than a point above its financial-crisis-era trough of 7.6 times. It’s also trading at just 1.03 times tangible book value, only slightly above its Covid-era trough of 0.96 hit on March 20, 2020. Yes, it can get worse for BofA. But just how much? B email: [emailprotected] Up & Down Wall Street (continued) TAIL RISK HEDGING Investing involves risk, including the possible loss of principal. To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, charges and expense before investing. This and other information can be found in the Fund’s full or summary prospectus which may be obtained by calling 855-383-4636 (ETF INFO) or visiting our website at www.cambriafunds.com. Read the prospectus carefully before investing or sending money. For fund performance as of the most recent month-end please visit www.cambriafunds.com. The performance data quoted represents past performance. Past performance does not guarantee future results. The Cambria ETFs are distributed by ALPS Distributors Inc., 1290 Broadway, Suite 1000, Denver, CO 80203, which is not affiliated with Cambria Investment Management,LP, the Investment Adviser for theFund. cambriafunds.com For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 9 STREETWISE On Wall Street, extreme results that make people happy are called leadership. Sad ones are called statistical anomalies and get stripped out. Earnings Season Is Here. The Consensus? SomewhereOverZero. F ire the confetti cannon and high-five the dog: U.S. companies are expected to report zero quarterly earnings growth in the weeks ahead. Maybe I oversold that. But it’s better news than it sounds. For three straight quarters, S&P 500 earnings have fallen year over year. So zero is a step in the right direction. And things look even better with some adjusting, excuse-making, and outright fantasizing. Mostly. For example, oil prices are up since June, but the average third-quarter price was still down 10% from a year ago. As a result, energy earnings are expected to come in 38% lower—the worst of any sector by far. On Wall Street, extreme results that make people happy are called leadership, but sad ones are statistical anomalies, and they get stripped out—that’s Investment Banking 101. Ex-energy, S&P 500 earnings are predicted to grow 5%. OK, keep energy in. But note that the S&P 500’s third-quarter earningsgrowth forecast of zero is weighted, like the index itself, by company size. The median, or middle, earnings-growth forecast is a positive 2%. That might not seem like a significant difference, but I’ll bet equal-weight indexers are fist-pumping right now. All 12 of them. Also, remember that zero is only the consensus estimate. It’s formed through an elaborate ritual between companies and analysts of suggestion, coyness, and setting up success—it’s like peaco*cks mating, only the preening happens at the end. Over the past 10 years, company earnings have surprised to the upside nearly three-quarters of the time, by an average of 6%. So actual third-quarter earnings should be up solidly. But how much? Earnings estimates usually fall from the end of one quarter to the cusp of reporting season for the next—that’s an important part of the whole peaco*ck thing. The average decline is around 4%. But this time around, estimates have held steady since the end of June. That sounds like a positive, but Goldman Sachs takes it to mean that analysts were “pessimistic” in prior quarters but are setting a “higher bar” now, so upside surprises are “likely to be smaller.” Does that make sense? If so, kindly explain it to me. Anyhow, BofA Securities is predicting actual, non-lowballed third-quarter earnings growth of 4%. It points to corroborating evidence from what are called early reporters. See, earnings season traditionally kicked off with results from an aluminum company named Alcoa (ticker: AA), because it was the first to report among companies in the Dow Jones Industrial Average. But it went through a Dow ejection, spinoff, name change, and private-equity buyout, so the company called Alcoa today is a mere smelting stub of the one from before. Along the way, earnings season needed a new kicker-offer. Big banks were chosen by informal market agreement, meaning three or more people saying it on CNBC. JPMorgan Chase (JPM), Wells Fargo (WFC), and Citigroup (C) reported mostly solid results on Friday. But results had also already trickled in for more than 20 companies in the S&P 500, many with weird fiscal years that result in offbeat earnings dates. More than three-quarters of these early reporters produced upside surprises. BofA finds a 70% correlation between that number and the proportion of upside surprises for all companies. Forecasts for future results look even better. Consensus estimates have fourth-quarter earnings growing 8%. Take some off for downward revisions and then add it back on for upside surprises, and you might end up where you started. Goldman reckons the result will be strong enough to pull fullyear 2023 earnings up 1% over last year, and it puts 2024 growth at 5%. BofA forecasts 2% growth this year and 6% next year. Digging into the current earnings season, the world might be transitioning to a french-fry-driven economy. Earlier this month, a company called Lamb Weston Holdings (LW), which makes straight, crinkly, curly, and waffle varieties, not to mention tater tots— and is big enough to be in the S&P 500—reported earnings that were 50% above estimates, sending its shares up 8%. That’s the biggest upside surprise of the season so far by a mile. Nike (NKE) and FedEx (FDX) had upside surprises and stock gains, too. For bank results, JPM, Wells, and Citi beat estimates and shares gained. Big banks have benefited from rising lending spreads, cost cuts, customers migrating from regional banks, and lower-than-expected loan losses. The communications sector is expected to report the largest third-quarter earnings gain, at 31%. It includes Facebook owner Meta Platforms (META), which has found religion on costs and whose quarterly earnings are expected to more than double. The consumerdiscretionary sector is expected to come in second, with 22% earnings growth. Without Amazon.com (AMZN), the growth forecast would be 14%. Big Tech isn’t a sector, per se. But Goldman points out that the seven largest names contribute 17% of S&P 500 earnings today, estimated to hit 24% by 2025, but also that three are targeted in regulatory lawsuits. So I guess try to root for either consumer empowerment or a rising 401(k), but not both. The biggest earnings miss of the quarter so far, according to data and research group FactSet, is, um, FactSet Research Systems (FDS), which came up 16% short. Future earnings beats and misses would be more helpful than recent ones, of course. BofA has taken a crack at predicting them. Its model is based on the observation that past earnings surprises tend to predict future ones in the same direction, and, crucially, on the assumption that its own analyst forecasts are more accurate than the rest of the Street. It cross-referenced the companies it found with levels of ownership by fund managers. Candidates for upside surprises that are underowned by funds are Arch Capital Group (ACGL), PulteGroup (PHM), Home Depot (HD), Cintas (CTAS), and Western Digital (WDC). Negative surprise candidates that are overowned are Charles Schwab (SCHW), Robert Half (RHI), and Equifax (EFX). B email: [emailprotected] Barron’s Streetwise In a weekly podcast by Barron’s, columnist Jack Hough looks at the companies, people, and trends you should be watching. This is Wall Street like you’ve never heard before. Subscribe to Barron’s Streetwise on Spotify, Apple Podcasts, or your favorite listening app. BARRONS.COM/PODCASTS BY JACK HOUGH For personal non-commercial use only. 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10 BARRON’S October 16, 2023 REVIEW & PREVIEW Markets. The Hamas attack on Israel drove up oil prices, gold, military stocks, and the dollar. Oil and bond yields fell. Israel placed Gaza under siege and formed a united government. The House GOP caucus failed to unite enough to elect a speaker, prolonging congressional paralysis. The September consumer price index edged up. Still, on the week, the Dow industrials rose 0.8%, the S&P 500 was up 0.45%, and the Nasdaq Composite fell 0.18%. Companies. Canadian auto workers went on strike against General Motors, then settled; the UAW targeted Ford’s biggest plant. The IRS wants $28.9 billion in back taxes from Microsoft. PepsiCo and JPMorgan Chase both beat expectations as earnings season began. Harvard’s Claudia Golding won the economics Nobel Prize for her work on the pay gap between men and women. Deals. Trian’s Nelson Peltz sought more Walt Disney board seats, including one for himself...Bristol Myers Squibb will pay $5.8 billion for Mirati Therapeutics...Birkenstock went public at $46 a share, an $8.6 billion valuation, then fell nearly 13%…China’s Country Garden warned it might not make payments on overseas debt…The SEC wants to talk to Elon Musk about his disclosures during his Twitter buy...Exxon Mobil agreed to buy Pioneer Natural Resources for $49 billion...Goldman Sachs sold GreenSky to a Sixth Street–led group for some $500 million...Microsoft closed its Activision Blizzard deal after getting U.K. approval, taking a big loss. 33,670.29 Dow Industrials: + 262.71 497.91 Dow Global Index: + 3.00 Car Buying: TheMath Car buyers face some tough numbers. A record 17.5% of new-car buyers in the third quarter paid more than $1,000 a month for a vehicle, notes automotive data provider Edmunds. Three years ago, less than 7% of new-car buyers spent that much. Three years ago, the average interest rate to finance a new car was about 4.6%, adds Edmunds. Now, it’s 7.4%. Three years ago, the average price for a new car was some $39,000. Now, it’s $48,000. Those numbers imply that monthly car payments should be up 37%. In fact, they’re up less than 30%. The reason: The average down payment on a new car has almost doubled, from just over $4,000 to just under $8,000. The extra $4,000 knocks roughly $60 off average monthly payments. Buyers are financing 83% of a new car’s value, compared with 89% three years ago. The average new-car loan term runs 68.3 months. Three years ago, it was 70 months. Paying back faster means higher monthly payments; the 1.7-month shift adds roughly $20 a month to payments. The 30% payment hike is also twice the 15% rise in wages. Something has to give. Car prices and interest rates may come down. Wages may rise. For investors, falling car prices are bearish for auto stocks. But falling rates and rising wages are bullish. Investors should watch loan lengths. If they begin to rise, that could be a red flag that consumers are finally getting stressed out. And then there’s those gasoline prices. — Al Root Budget Buster Percent of U.S. buyers of new cars paying more than $1,000 a month. Source: Edmunds Inflation Engine Average monthly car payments have been rising since 2015. Source: Edmunds Jan. 2015 Jan. 2017 Jan. 2019 Jan. 2021 Jan. 2023 450 500 550 600 650 700 $750 Q4 2020 Q1 2021 Q2 Q3 Q4 Q1 2022 Q2 Q3 Q4 Q1 2023 Q2 Q3 0% 10 20 Sign up for the Review & Preview daily newsletter at barrons.com/reviewpreview. $1.8 T Issuance of Treasuries in 2023 through September, the most in a decade with the exception of 2020 17.6% Percentage of the U.S. population at the end of August that was 65 or older, the highest on record $1 T Revised estimate of current U.S. excess consumer savings, well above earlier projections THE NUMBERS LAST WEEK THIS WEEK Monday 10/16 Financials are the among the first companies to announce results for the third quarter. Charles Schwab leads off the week, reporting on Monday. Bank of America, Bank of New York Mellon, and Goldman Sachs Group follow on Tuesday. Morgan Stanley and U.S. Bancorp release earnings on Wednesday, and Truist Financial on Thursday. American Express closes out the week by announcing results on Friday. Tuesday 10/17 Johnson & Johnson headlines earnings for S&P 500 Healthcare stocks, which are down 4.3% this year; it announces results on Tuesday. Abbott Laboratories and Elevance Health report on Wednesday. Intuitive Surgical releases results on Thursday. The Census Bureau reports retail sales data for September. Consensus estimate is for retail sales to increase 0.3% month over month. Excluding autos, sales are expected to rise 0.2%. In August, retail sales rose 0.6%, as did sales excluding autos. Wednesday 10/18 Netflix and Tesla, whose shares are up 21% and 104%, respectively, this year, report quarterly results. Shares of both companies fell more than 8% the day after they released earnings in July, as their stocks’ performance this year had set a high bar to clear. $44 B Value of privateequity exits in the third quarter, down 41% from the second and 80% from 2021’s high Illustration by Elias Stein For personal non-commercial use only. Do not edit or alter. 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October 16, 2023 BARRON’S 11 tional oil benchmark, rose 4%, to $88 a barrel, this past Monday, the first full day of trading following the attacks, before giving back nearly all of its gains in the following three days. On Friday, prices rebounded again, but largely because of the U.S. increased enforcement of sanctions on Russian oil, raising the prospect that global supplies will fall. U.S. consumers aren’t likely to feel the impact of the war; gasoline prices have dropped consistently. Stocks of oil producers, meanwhile, have mostly traded in the same range they’ve been in since August, about 10% off their 52-week highs. The situation in energy markets was much different 50 years ago. In 1973, the Yom Kippur War helped kick off an oil embargo by several Arab states protesting U.S. support for Israel’s response. Oil prices nearly quadrupled in the next three months, and they stayed at elevated levels even after the conflict was resolved. Presidents Richard Nixon and Gerald Ford helped spur a shift in how America uses oil, from changing highway speed limits to setting up a strategic petroleum reserve. A second oil crisis, in 1979, triggered by Iran’s decision to take American hostages, caused another dramatic spike. That era was world-changing. On an inflation-adjusted basis, current oil prices are about the same as they were after the second crisis. Israel’s response to Hamas’ surprise attack will likewise “change the Middle East,” warned Israel Prime Minister Benjamin Netanyahu. The extent of the impact on oil prices is probably going to be modest, however. “Israel is a very marginal oil producer, and so recent developments will have little direct impact on oil supply,” wrote ING analyst Warren Patterson in a note. Geopolitics have been a potent force in energy markets since Russia’s invasion of Ukraine last year, but the effects have been fleeting. Oil traders who bet that Russian oil would disappear from the market have lost money, as Russia simply rerouted its exports. The same kinds of risks hang over the current market. The oil market has changed in other ways since those earlier oil crises. The U.S. is now the world’s leading producer, and can supply most domestic needs. Last week, U.S. production hit a record 13.2 million barrels per day. The U.S. also has a strategic petroleum reserve that, while considerably lower than it was before Russia’s invasion, still has enough oil to blunt price spikes, if necessary. The calculus for energy markets could still change, depending on Iran’s role in the Hamas attack. Iran has provided support to both Hamas and Hezbollah, though the extent of that support in the latest attack is still unclear. The Wall Street Journal reported that Hamas and Hezbollah officials say Iran was directly involved in planning the attack, a claim that Iran has denied. Israeli and U.S. State Department officials have said they don’t have evidence of Iran’s direct involvement. Should more evidence be made public and cause Israel to retaliate directly against Iran, the war could expand and initiate a larger—and harder to quantify—impact on energy markets. Until recently, Iran and the U.S. had been negotiating a new nuclear agreement that would have allowed Iran to export more oil. As those talks progressed, Iran had already begun increasing its exports by at least 500,000 barrels per day, according to analysts. Analysts speculate that the U.S. was pre-emptively loosening sanctions against Iran, a claim that Treasury Secretary Janet Yellen has denied. Some oil experts expect the U.S. to begin tightening sanctions enforcement against Iran now, potentially taking hundreds of thousands of barrels out of the oil market. Evidence of a decline in Iranian exports would probably cause oil prices to rise, though the increase would be muted by the fact that the decrease would account for less than 1% of the oil market. Iran could disrupt markets more dramatically if it blocks the Strait of Hormuz, a passageway from the Persian Gulf to the open ocean that handles 17 million barrels of oil exports per day. “In that case, you’re well above $100 oil,” says Rebecca Babin, a senior energy trader at CIBC Private Wealth US. Babin assumes that a problem in the Strait of Hormuz would be dramatic but short-lived because the U.S. would get involved to break the logjam. Absent a more dramatic shift in the war, Babin sees oil trading in a range of $80 to $95 through the end of the year. The world’s attention is transfixed once again by a war in Israel. For now, the energy market’s gaze has shifted elsewhere. B Oil Could Top $100 Ifthe War Widens So far, the Israel-Hamas War has affected oil prices only modestly, in contrast to past wars in the Middle East. Iran’s role could change that. Hamas’ surprise attack on Israeli civilians has set off a conflict that in past eras would have upended oil markets. This time, the effect on prices lasted just one day and registered as a blip in the longer-term models of most analysts. But as war rages in the world’s largest storehouse of oil reserves, there are risks that the calm won’t last. The wild card this time is Iran, Israel’s most powerful foe and a growing force in oil markets. Past Middle East crises have remade energy markets, forcing both profound political shifts and moreprosaic changes in consumer behavior. The financial fallout is different this time. Brent crude, the internaBY AVI SALZMAN Ali Mohammadi/Bloomberg Passing Surge Oil prices jumped the day after Hamas’ surprise attack, then eased back. Brent Crude Source: FactSet Oct. 8 Oct. 13 84 86 88 90 $92 An offshore oil platform in the Persian Gulf For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

12 BARRON’S October 16, 2023 and CVS Health (CVS), which are among its largest clients. It’s a difficultto-replicate logistics business—one not easily done by United Parcel Service (UPS) or FedEx (FDX), given the need to securely handle medications that are tightly regulated and to transport them on strict deadlines in conditions that keep them potent. It’s a growing business, too. According to the Centers for Disease Control and Prevention, nearly half of all Americans used at least one prescription drug in the past month, while nearly a quarter used three or more. The arrival of Lilly’s Mounjaro and Novo Nordisk’s Ozempic should provide a growth kicker for McKesson, which shares the business with Cardinal Health (CAH) and Cencora (COR), formerly AmerisourceBergen, in a virtual triopoly. “The distribution structure [that McKesson and peers] have is very difficult to replicate. That’s evident in their return on equity and return on invested capital,” says Chris Conway, senior portfolio manager at GYL Financial Synergies. “These are generally solid businesses.” McKesson, in particular, has made great strides since the Covid pandemic. The stock had been hampered by worries about government drug price regulation, high executive pay, and unknown opioid liability. Those issues are now behind it. Its well-compensated CEO, John Hammergren, retired in 2019 and was replaced by Brian Tyler. In 2022, the company and its peers were part of a settlement with multiple state and local governments that had brought lawsuits against pharmaceutical distributors for their alleged role in the opioid crisis. McKesson’s $7.4 billion portion will be paid out over nearly two decades, lessening the financial impact. In addition, Congress is now more focused on other issues than drug pricing, from the wars in Ukraine and Israel to intraparty disagreements. The company’s core distribution business is back to delivering low-single digit operating profit growth, with sales expected to grow 10%, to $304 billion, in fiscal 2024, and earnings growing 4.8%, to $27.20 a share, then jumping to 13.4% in fiscal 2025 to $30.84 a share. McKesson’s business is still relatively low margin—gross margins have averaged just 4.8% over the past halfdecade and have held relatively steady in recent years—but low margin doesn’t mean low cash: In its most recent fiscal year, ended on March 31, it generated more than $5 billion in cash flow from operations. That money is being spent well: In August, the company announced a new, $6 billion share-repurchase plan, bringing its total authorization to nearly $9 billion, while profits are still climbing even without the pandemic bump. Noah Hamman, founder and CEO of AdvisorShares, calls McKesson a twofer, citing its strong performance and its plans to buy back shares. Despite the buybacks, its balance sheet remains “pristine,” says Jefferies’ Tanquilut. At the end of June, the company had net debt of about $3 billion, roughly $800 million less than three years ago. He thinks the shares should trade at $510, 10% above Friday’s close of $462.56. Tanquilut is bullish on McKesson over Cardinal and Cencora because of its higher growth rate: He pegs it at 12% to 14% over the next few years, a figure he thinks will be industry-leading. That makes the shares’ valuation— at 15.6 times forward earnings—attractive, despite being above the company’s five-year average of 11.1 times. “The stock is cheap, given how other stocks in the S&P 500 index with a similar growth rate are trading,” he notes. That’s also much cheaper than the makers of glucagon-like peptide-1, or GLP-1, products for diabetes or weight loss, even though McKesson is likely to benefit if there is a bump in prescriptions for Ozempic, Wegovy, or Mounjaro. Any increase in prescriptions means more medications shipped through McKesson’s system, and their high price tags add to the company’s top line, a boost that Cardinal and Cencora have highlighted, as well. And that would be just one more way for the stock to keep delivering. B McKesson Stock Looks Like a Buy The company buys drugs from manufacturers and distributes them to pharmacies. Weight-loss drugs could send shares higher. Inflation-adjusted per capita spending on retail prescription drugs Sources: KFF; Centers for Medicare and Medicaid Services 2012 '15 '20 0 500 1,000 $1,500 A Healthy Outlook Spending on prescriptions has marched steadily higher as an aging population takes more medication for chronic conditions. D rug distributor McKesson may be the largest U.S. company that investors have never heard of. Overlooking its stock could be a big mistake. McKesson (ticker: MCK) isn’t a pharmacy benefit manager like Cigna Group’s (CI) Express Scripts or UnitedHealth Group’s (UNH) OptumRx, though it is often confused with one. And it doesn’t develop and manufacture the drugs that people need, like Pfizer (PFE), Merck (MRK), or Eli Lilly (LLY). Instead, McKesson makes its money by delivering medicines to pharmacies and hospitals, and it does enough of it to have become the ninth-largest U.S. company based on revenue. Even the stock’s rally—it has gained 23% this year— hasn’t brought it much attention. It should. From its steady cash flows to the potential boost it might get from delivering Novo Nordisk’s (NVO) Ozempic and other weight-loss drugs, the Irving, Texas-based McKesson looks poised to keep the gains coming—all while providing a service that millions of people can’t live without. “McKesson is showing healthy growth for a company of its size, helped by very targeted investments and strong client relationships,” says Jefferies analyst Brian Tanquilut. “That makes it a compelling fundamental story.” McKesson’s business is relatively simple. It buys drugs from manufacturers and then distributes them to pharmacies. These include mom-andpop shops and, increasingly, big national chains such as Walmart (WMT) BY TERESA RIVAS Illustration by Lynne Carty/Barron’s staff; Dreamstime (2) McKesson (MCK / NYSE) Sources: FactSet; Bloomberg Note: E=estimate. Fiscal year ends in March 21.7% YTD Change $61.6 B Market Value 16.8 2024E P/E 0.5% Dividend Yield Nov. 2022 April ‘23 Oct. ‘23 325 350 375 400 425 450 $475 For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 13 W ith so much uncertainty in the world today, it pays to have a little insurance. And it just so happens that insurance stocks look plenty attractive today. At its most basic level, insurance involves shifting risk from one party to another and charging fees for that service. That’s true whether insuring property, interruptions to businesses, the end of life, or niche risks. To complicate matters, there’s reinsurance, essentially insurance for insurance companies, and brokers bridging the gap between insurers and customers. The thing is, many insurers don’t make much money from selling insurance. Claims and the expenses of running the business often exceed the revenue from premiums in a typical year. To make up the difference, insurers invest capital in large and diversified portfolios of sovereign and corporate bonds, common and preferred stocks, mortgage loans and securities, real estate debt and equity, and other investments to generate returns. That makes insurers’ results sensitive not only to natural disasters and car crashes, but also to financial markets. A particularly bad year of natural or manmade disasters that produces large claims payouts, or a losing year for markets, can reduce capital. That’s usually followed by a so-called hard market of rising premiums as insurers rebuild their surplus. The property and casualty insurance industry is several years into a hard market, and reinsurance has just entered one. Last year was tough for stocks and bonds, while the industry’s insured losses exceeded $100 billion globally for only the fifth time in history, according to Deutsche Bank analyst Cave Montazeri. This year is on track to top that figure—we’ve had hurricane damage in Florida, a devastating Turkish earthquake, and Maui wildfires, among other catastrophes. Next year should bring more strong price increases, analysts say, advantaging firms with the strongest capital and ability to self-fund growth. Here are six insurance stocks to consider. B BY NICHOLAS JASINSKI $90 0 30 60 2021 ’22 ’23 Recent Price: $83.02 Market Value (billion): $31.0 P/BV: 2.2 NTM P/E: 11.6 Arch Capital Group (ACGL / Nasdaq) $250 100 150 200 2021 ’22 ’23 Recent Price: $210.81 Market Value (billion): $86.3 P/BV: 1.6 NTM P/E: 10.7 Chubb (CB / NYSE) $450 150 250 350 2021 ’22 ’23 Recent Price: $392.50 Market Value (billion): $17.0 P/BV: 1.6 NTM P/E: 7.0 Everest Group (EG / NYSE) $80 30 40 50 60 70 2021 ’22 ’23 Recent Price: $64.14 Market Value (billion): $16.5 P/BV: 2.4 NTM P/E: 12.2 W.R. Berkley (WRB / NYSE) $80 30 40 50 60 70 2021 ’22 ’23 Recent Price: $62.85 Market Value (billion): $47.2 P/BV: 1.8 NTM P/E: 7.3 MetLife (MET / NYSE) $250 100 50 150 200 2021 ’22 ’23 Recent Price: $234.90 Market Value (billion): $50.6 P/BV: N/A NTM P/E: 25.0 Arthur J. Gallagher (AJG / NYSE) P/BV=price to book value; NTM=next 12 months; NA=not applicable 6 Picks in aRevivingInsuranceMarket There’s a silver lining to a year that saw $100 billion in global payouts and lackluster stock and bond markets: rising premiums that allow insurers to rebuild their earnings, surpluses, and capital. Here are six insurance stocks poised to profit from the coming bounceback. n Formed in 2001, specialty insurer Arch Capital Group has a reputation for conservative underwriting practices that generate superior returns. It’s helped by the fact that it has grown to be the world’s largest provider of mortgage insurance since acquiring American International Group’s (ticker: AIG) division in 2016. That business throws off ample free cash flow, meaning that Arch can self-fund growth in today’s hard market—versus a pure-play reinsurer that might need to raise expensive capital elsewhere. “They allocate capital really well,” says Haruki Toyama, manager of the Madison Mid Cap fund (GTSGX), which counts Arch as its largest holding. “They win over time by underwriting more when pricing is attractive and less when it’s not.” n Like Arch Capital, property and casualty insurer Chubb has a strong record of quality underwriting through both soft and hard insurance markets. Its investment returns are looking up, too. At the end of the second quarter, 86% of the insurer’s $117 billion portfolio was in bonds, with an average duration of nearly five years. As it rolls over holdings in 2024, it will reinvest them in higher-yielding securities. Over the longer term, Chubb should enjoy a boost to growth from its Asian insurance businesses. Despite making up 40% of world gross domestic product, Asia is responsible for just 26% of global insurance, a gap that should narrow over time, says Deutsche Bank’s Montazeri. He has a $269 price target on Chubb stock, up 30% from recent levels. n Reinsurer Everest Group’s stock looks more than ready to scale the mountain. Wall Street analysts forecast earnings-per-share growth of nearly 90% for the company this year, driven by stronger pricing, followed by 15% in 2024. “This is truly a generational hard market,” said Chief Financial Officer Mark Kociancic on an earnings call earlier this year. Wells Fargo analyst Elyse Greenspan points to several favorable catalysts for Everest Group stock: She expects strong third-quarter results in late October, new long-term financial targets at an investor day on Nov. 14, and positive pricing updates in January following reinsurance renewals to start the year. Greenspan has a price target of $452 on Everest shares, up 16%. n W.R. Berkley, with peers like Markel Group (MKL) and Kinsale Capital Group (KNSL), plays in the “excess and surplus,” or E&S, part of the insurance market, offering bespoke insurance lines for more-complex risks. That can mean insuring everything from racehorses to summer camps to cannabis cultivation. Because of their policies’ idiosyncratic natures, E&S insurers’ underwriting profit margins are far superior to those of standard insurers’ commoditized lines. W.R. Berkley stock is attractive right now, trading at a meaningful discount to its historical average price/earnings and price-to-book-value ratios. Analysts, on average, are forecasting 20% earnings-per-share growth in 2024. n Life insurers tend to be more sensitive to financial market fluctuations than others, leading to morevolatile results—and lower valuations. Take MetLife, which trades for less than seven times expected 2024 earnings. While an uncertain outlook for stocks and bonds may continue to weigh on the multiple, MetLife has other ways to win. The insurer has vastly simplified its portfolio in recent years, spinning off its low-margin annuities unit as Brighthouse Financial (BHF) and selling other divisions. Now focused on employee benefit programs and other traditional insurance, MetLife is growing free cash flow and has boosted its stock-buyback plans— a good move when shares are this cheap. n Insurance brokers like Arthur J. Gallagher are the middlemen between insurers and companies looking to manage their risks. It’s a capital-light business that tends to grow at the pace of nominal gross domestic product. In recent years, insurance brokers have morphed into “professional services firms” by adding a variety of offerings in healthcare, human resources, and talent consulting. Gallagher is best positioned to benefit from today’s hard market in insurance pricing, says Deutsche Bank’s Montazeri, with 85% of its sales still coming from insurance brokerage. Higher premiums in a hard market mean larger commissions for Gallagher. His price target of $277 implies a 19% upside. Sources: Bloomberg; FactSet For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

14 BARRON’S October 16, 2023 trolled mostly through the money supply, rather than through interest rates, as today. Shrink the money supply to slow inflation, increase it to spur growth. Burns had chosen to shrink it, risking a recession. Then he flip-flopped. On Oct. 10, the Federal Open Market Committee, in secret, voted to increase the money supply. This was the start of an easing strategy that sent inflation soaring to its highest nonwar levels in U.S. history—since dubbed “the Great Inflation.” “The head of the Fed,” Barron’s lamented of Burns on June 10, 1974, “talks tough but wields a small stick.” In the next few months, we will see how big Jerome Powell’s stick is. Arthur Burns had been a respected, pipe-smoking economist and favorite in the Eisenhower administration. Then-Vice President Richard Nixon took a shine to him and, after gaining the top job in 1968, tapped Burns for the Fed. It was on Nixon’s couch that Burns’ fate, like so many others’, was sealed. “I’m counting on you, Arthur, to keep us out of a recession,” Nixon told Burns on Oct. 23, 1969, after nominating him, according to then White House counsel John Ehrlichman. “Yes, Mr. President,” was about all Burns could muster in reply. Nixon made clear that the Fed chief was part of his team, not an independent power center. And the team’s problem was a weak economy inherited from the Johnson administration. That wouldn’t do for Nixon, who was already looking ahead to another term. “I don’t want to go out of town fast,” Nixon tells Burns in an Oct. 10, 1971, conversation recorded on his secret White House tapes. The president was fixated on increasing the money supply. To address inflation, Nixon’s team developed a series of measures, including wage and price freezes, import surcharges, and the effective ending of the gold standard. “With these wage and price controls in place, Burns may have felt a sense of freedom to worry less about inflation and more about getting the economy going,” the economist Burton A. Abrams writes in his paper “How Richard Nixon Pressured Arthur Burns: Evidence From the Nixon Tapes.” “Whatever the reason, monetary policy becomes increasingly expansionary,” Abrams writes. And Burns kept his boss informed of his progress. “I wanted you to know that we lowered the discount rate,” he tells Nixon in a Dec. 10, 1971, phone call recorded on the White House tapes. “Got it down to 4.5%.” “Good, good, good,” replies Nixon. When Burns says the Federal Open Market Committee resisted, the president tells him, “Just kick ’em in the rump.” To economist Ben Bernanke, Fed chairman from 2006 to 2014, his predecessor crossed a line. Burns acted “more like a member of the administration—plotting political strategy in White House meetings and discussing policy initiatives unrelated to Fed responsibilities—than the head of an independent central bank,” Bernanke writes in his Fed history, 21st Century Monetary Policy. Meanwhile, the various wage and price freezes, running in phases from August 1971 to April 1974, only held back inflation temporarily. Prices exploded each time a freeze ended. B urns was in a fix by the fall of 1973. Inflation had jumped from an annualized 2.89% in February to 4.78% in October. Americans were feeling the pinch, and any hint of rising prices was frontpage news. “Mothers fighting the battle of the household budget will get another blow to the pocketbook when their children return to school,” reported the Sept. 3, 1973, Hanover, Pa., Evening Sun. “School lunch prices are being hiked 5 to 10 cents across the nation.” At the same time, the stock market was in the midst of its steepest decline since the Depression, unemployment was at 4.8% (3% was considered “full” employment then), and Middle East geopolitics were being felt at the gas pump. What’s a Fed to do? “Fed Voted Easing in Money Policy,” was the headline Dec. 18, 1973, when the New York Times first reported on the FOMC decision—made two months earlier—to increase monetary aggregates. The Fed didn’t typically announce its decisions back then, and it certainly didn’t discuss them publicly. But sometimes they were obvious, like the reduction in margin requirements enacted Jan. 2, 1974, to spur stock trading. “Dr. Burns’ special prescription for hangovers,” as Barron’s columnist Alan Abelson called it, produced a “spectacular rally.” The doctor’s hangover cure also enlivened inflation in 1974, pushing it to 6.3% in February—when Burns changed course yet again and went back to tightening. Inflation and unemployment both soared as the econThe Inflation Ofthe ’70s Still Haunts The Fed The central bank loosened up the money supply too early in 1973, igniting nearly a decade of soaring prices dubbed “the Great Inflation” A rthur F. Burns is known as the Federal Reserve chairman who failed to stop surging inflation in the 1970s, resulting in the worst economic downturn since the Great Depression. If there’s one thing today’s Fed Chairman Jerome Powell doesn’t want to be known as, it’s another Burns. Yet as the central bank’s tightening cycle nears an end, with an elusive soft landing in sight, he faces the choice of easing up or tightening the screws a bit more, risking a recession to make sure all the Fed’s hard work isn’t undone in one bad call. There is another similarity between then and now: volatile energy prices. In 1973, the catalyst was the Yom Kippur War, which produced an Arab oil embargo and soaring prices at the pump. Saturday’s attack on Israel by Hamas is pushing up energy prices again. Burns made his bad call in the fall of 1973. With the economy beset by slow growth, rising unemployment, and high inflation—or “stagflation”—the House Banking Committee wanted to know what the Fed was doing about it. Repeating a line he had used for weeks, Burns told the committee on Sept. 12 that the Fed “intends to pursue a restrictive monetary policy until the growth of the monetary and credit aggregates has been subdued.” In those days, inflation was conBY KENNETH G. PRINGLE Women and children marching to protest the rise of food prices in New York City in 1973. Keystone/Hulton Archive/Getty Images THE BACK STORY For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 15 omy stalled. How bad did it get? On Dec. 30, 1974, Barron’s ran the headline: “No Depression: Our Year-End Panel Sees Business Hitting Bottom by June.” No depression: That was something to cheer? To be sure, Burns was in an impossible position. Nixon’s bullying could be “startling and even frightening,” he wrote in his personal diary. At times, he writes, “I felt that the President was going mad.” Yet Nixon’s abrupt exit in 1974 didn’t end Burns’ flip-flopping, which continued under two more presidents, perplexing scholars. Abrams, the economist, suggests that amid Nixon’s rantings, “Burns was nonetheless setting monetary policy according to his best judgment in a tumultuous macroeconomic time.” Burns admits in his 1979 apologia, “The Anguish of Central Banking,” that under his Fed a “restrictive stance had not been maintained long enough to end inflation.” Yet he calls mistakes on the monetary side “subsidiary,” and blames untried fiscal remedies (balanced budget, corporate tax cuts). Burns’ failure now serves as an object lesson for central bankers. The first rule—don’t compromise the bank’s independence in the face of a hectoring president—is one Powell seemingly learned well while working with thenPresident Donald Trump, who appointed him. Like Nixon, Trump wanted easy money. On Twitter, he called the FOMC “boneheads” for not introducing negative rates. He said they were “clueless.” He discussed firing Powell. “Who is our bigger enemy, Jay Powell or Chairman Xi?,” he tweeted. “It’s hard to overstate how jarring Trump’s tactics were,” Bernanke writes, commending Powell for “not taking the bait.” Friday’s buoyant unemployment report certainly offers Powell cover to stay higher for longer, or even raise rates. And Abrams argues that Fed policy isn’t all that tight historically, especially “given the massive deficits that the Treasury continues to run.” Yet in considering Powell’s coming choice, Abrams, a professor emeritus at the University of Delaware, points to the Fed’s role in expanding the money supply that helped ignite our current bout with inflation. “Powell is a Trump appointee, and he got us into the worst inflation in 40 years,” Abrams says. “So who knows what will happen?” B Robert Sánchez Premier League Goalkeeper Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Copyright ©2023 CME Group Inc. All rights reserved. POSITION STRATEGY UNCERTAINTY VOLATILITY WHERE RISK MEETS OPPORTUNITY Whatever the goal, CME Group provides the tools that global market participants need to manage risk and capture opportunities. With 24-hour access to trading in futures, options, cash and OTC across all major asset classes, you can reach new heights with power and precision. VISIT CMEGROUP.COM/OPPORTUNITY For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

16 BARRON’S October 16, 2023 WhyAppleWants ChipsinAmerica Rising security risks are fueling a U.S. chip revival.What itmeans for Big Tech. BY DAREN FONDA Y our next iPhone won’t be stamped Made in America. But pry open the casing in 2025 and you may see semiconductor chips that were etched into silicon in the Arizona desert. While it will be scorching outside, the Phoenix “fab” gearing up to produce Apple’s (ticker: AAPL) chips will be cool, clean, and cutting-edge. Taiwan Semiconductor Manufacturing (TSM) is plowing $40 billion into the project, aiming to crank out 600,000 wafers a year. Apple CEO Tim Cook, at a “tool in” ceremony last year, said Apple would be “proud” to be the fab’s biggest customer. That’s no coincidence. Apple is TSMC’s largest source of business, worth billions in annual revenue. Apple is looking for chip security, among many companies seeking to shore up supplies amid rising geopolitical tensions and fears over disruptions. War breaking out between Israel and Hamas is just the latest worry for multinational companies. Russia’s invasion of Ukraine and escalating tensions between the U.S. and China are fragmenting global trade. Disruptions in chip supplies from the pandemic remain fresh. A global race is now on by companies and governments to secure supplies of chips that are critical to both their industrial strength and Illustration by Anna Kim For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 17 their militaries. No company is caught in the crosscurrents more than TSMC. Producing the vast majority of advanced semiconductors in Taiwan, TSMC is the lifeblood for tech’s new applications like artificial intelligence and advanced military weaponry. Taiwan, of course, is a geopolitical flashpoint between the U.S. and China, which claims the island as its territory, while the U.S. has indicated that it would defend the island in the event of an invasion or attack. Both for its security and customers like Nvidia (NVDA) and Apple, TSMC is building several plants overseas, with Arizona as a prototype. “Arizona is the first trial of our overseas megasite development,” said TSMC Chairman Mark Liu at a conference in Taiwan in September. The buildout is a “learning process,” he added, expressing confidence that it will be a “very successful project.” Behind the scenes, Apple played a role in luring TSMC, according to some analysts, who said the iPhone maker leaned on the chip maker in a way only it could. “It was like the Godfather made an offer you couldn’t refuse,” says Dan Hutcheson, vice chair of TechInsights, a semiconductor research firm. Apple threatened it might go elsewhere for chip supplies if TSMC didn’t come through with a U.S. plant, he said. And Cook “was instrumental” in getting former President Donald Trump to promise U.S. financial support. TSMC, in a statement to Barron’s, said that “many factors” went into building in Arizona, adding, “The U.S. government also supported our decision to invest here.” Apple declined to comment. Making Chips in the Desert Fueled by concerns about China, the U.S. has adopted the most friendly industrial chip policy in a generation. The 2022 Chips and Science Act included $39 billion in grants for manufacturing and 25% tax credits for construction. States such as Arizona, Texas, New York, and Ohio are also throwing in subsidies, aiming to capture economic gains from a chip revival. TSMC is now leading a wave of U.S. manufacturing, including companies like Intel (INTC), GlobalFoundries (GFS), and Samsung Electronics (005930.Korea), which are vying for billions in subsidies. More than $200 billion of investment has been committed by chip makers, according to the Semiconductor Industry Association. Yet places like Arizona—waterthirsty and far from TSMC’s highly efficient production in Asia—are hardly ideal for new fabs. “In Taiwan, TSMC is treated almost like royalty,” says Kirk Yang, chairman of Kirkland Capital, based part-time in Taiwan. “In Arizona, they’re just one of the good guys.” A spokesperson for TSMC said that it would be more expensive to build in Arizona than Taiwan, “largely due to higher costs associated with construction and facility operations.” So far, it has been a slog. Construction is going slow with mass production now expected to start in late 2025, nearly a year behind schedule, according to JPMorgan Chase (JPM) analyst Gokul Hariharan. Labor problems have piled up as TSMC vies with Intel and other tech companies expanding in the state. Difficulty with tool installation, uncertainty over subsidy payments, and weak demand for advanced processors are also contributing to delays, according to Hariharan. Indeed, TSMC is building in Arizona amid a global chip downturn. Industrywide sales are expected to fall 10% from 2022 levels to $515 billion this year, according to the Semiconductor Industry Association. A recovery is expected next year, with AI stoking demand. But growing U.S. restrictions of chip exports to China are weighing on the market, with China accounting for 36% of sales for U.S. chip companies. All of it is taking a toll on TSMC’s finances. Along with a new fab in Arizona, TSMC is building plants in Germany, Japan, and mainland China. The company is aiming for $92 billion through 2025 in capital expenditure, according to consensus forecasts. Its capex as a percentage of sales has risen and is denting free cash flow, which is expected to fall 22% this year to $12.3 billion before recovering to $20.5 billion in 2024. Some analysts say that TSMC decided to build in Arizona more for political than economic reasons. “It was not a business decision,” says Needham analyst Charles Shi. The business case makes more sense now that tensions with China have risen, pressuring customers like Apple, Nvidia, and Advanced Micro Devices (AMD) to branch out from Taiwan. But TSMC may be slowwalking construction in Arizona because it’s struggling to fill capacity in Taiwan, Shi says. The company now has global capacity for 16 million to 17 million wafers but may have trouble selling it all without a big sales revival. “That’s why they’re not really in a hurry to turn on Arizona,” he says. One skeptic on the economics of Arizona appears to be Morris Chang, TSMC’s founder and former chairman. In a podcast last year, he described the Arizona plant as an “expensive exercise in futility.” TSMC’s foundry in Camas, Wash., built in 1997, still produces chips at 50% higher costs than in Taiwan, he noted, adding that he expects the Arizona chips to be “noncompetitive” in world markets. He could not be reached for comment. Chip experts say that TSMC’s Arizona fabs will be costly to run. Handel Jones, a veteran industry consultant, calculates a 30% cost premium per transistor in Arizona compared with Taiwan, even after production has been optimized. Tools, materials, and equipment costs are comparable, he says, but TSMC’s operating efficiency, or chip yield per wafer, will remain higher in Taiwan, where the company has woven decades of expertise and quality control into its plants. “In Taiwan, the technicians and engineers are highly trained, so you have a high level of equipment throughput, uptime, and fewer defects,” he says. One other competitive advantage for TSMC’s home country is the weak Taiwan dollar, according to Brad Setser, a senior fellow at the Council on Foreign Relations and former Biden administration official. “It’s hard to overstate how undervalued the Taiwan dollar is on most measures,” he says, noting that it remains weaker than it was in 1997. A weak Taiwan dollar suppresses local labor costs and ramps up profits for goods sold in U.S. dollars. That has long been a structural advantage for TSMC in Taiwan, Setser says. The Price of Security TSMC might not be in Arizona at all if the company weren’t a global choke point for chips. Almost all of its chips are made in Taiwan, accounting for 54% of global production and 80% of advanced chips, according to Morgan Stanley. Companies like Apple and Nvidia depend on TSMC for leadingedge chips, which go into things like iPhones, computers running AI apps, and self-driving electric cars made by Tesla (TSLA). Military contractors rely on TSMC for chips in things like drones, guided missiles, and communications gear. TSMC aims to be the Switzerland of semis—a neutral player in a global tech arms race. The problem is that Taiwan is a geopolitical tinderbox. If China invades the island or disrupts supplies, manufacturing of leading-edge electronics, including aviation, communication, and military applications, would be disrupted, at the least. Chipper Outlook U.S. semiconductor manufacturing is rising as companies tap into billions of dollars in subsidies for new "fabs." Capacity in Wafers Per Month* 0.5 0 1 1.5 2 2.5 3 3.5 million 2021 2022 2023 2024 2025 2026 2.63 2.75 2.88 3.08 3.23 3.53 Y/Y change 4.6% 4.8% 6.7% 5.1% 9.2% Notes: *Shown in 200-mm wafer equivalents per month; 2023-26 projected Source: SEMI World Fab Forecast Report Q3 '23 Update -1.9%

18 BARRON’S October 16, 2023 “There are legitimate concerns the island.” strategic hedge against an invasion of tion,” says Setser. “The Chips Act was a TSMC in the event of a military escala- about the ability of the U.S. to protect Concerns about Taiwan have led to ing. massive investment in U.S. chip mak- Micron Technology (MU) says upstate New York. a “megafab” for memory chips in it will spend up to $100 billion on Qualcomm today, a goal of the Chips Act. roughly 12% of the world’s total will lift U.S. chip production from in the U.S. Ideally, the investments and Samsung are building foundries (QCOM), GlobalFoundries, Intel, Near term, the buildout is a boon for of the largest construction sites in the TSMC’s Arizona complex is now one water infrastructure to electrical work. fueling demand for everything from zona, Ohio, Texas, and other states are manufacturing; fabs going up in Aribig, including companies like semi tooling industry stands to win 1,000-acre campus. Long term, the U.S., with 12,000 workers on the KLA (KLAC), Lam Research (LRCX), Applied Materials (AMAT), and ASML Holding (ASML). “We’re making our supply chain firm Clocktower Group. Papic, chief strategist of investment and tooling subsectors,” says Marko pick-and-shovel plays—the machine and the winners will be the agnostic less efficient because of geopolitics, If the goal of all the investment in it has a long way to go. U.S. chip manufacturing is security, One roadblock is that TSMC and inating in the 1970s, is even more pow- to defend the island. The strategy, orig- countries strong economic incentives the country gave the U.S. and other indispensable to global chip supplies, shield” strategy. By making Taiwan Taiwan aren’t abandoning their “silicon weaponry. pensable to global commerce and erful today, as chips have become indis- TSMC still plans to produce its most ing the global industry. its way down to 2-nm production, lead- meters is in Taiwan, and TSMC is on of global chip capacity below 10 nano- etched into each chip. More than 90% few atoms, with billions of transistors measured in nanometers, the size of a transistors on a chip. Transistors are see that is in the race to cram the most advanced chips in Taiwan. One way to Few of the announced U.S. fabs will will start with 4 nm, and a second will 2 nm next year. In Arizona, the first fab early 2023 and is gearing up to start chips at high volume in Taiwan since 2025. Yet TSMC has produced 3-nm ing up 3 nm now, aiming for 2 nm in and 3-nm chips in 2025. Intel is ramp- ning 4-nm production in Texas in 2024 sights’ Hutcheson. Samsung is plan- match Taiwan for years, says TechIn- generation behind Taiwan. add 3 nm in 2026, putting Arizona a America will still be a pit stop on a TSMC’s Arizona chips. Mexico, which could handle some of zona and has a plant under way in New Intel is scaling up packaging in Ari- wan. The U.S. is far behind, though market for advanced packaging in Tai- plants. TSMC controls much of the All of that happens in a global web of lets,” and connected to circuit boards. need to be cut, attached to other “chip- cessed in a foundry, individual chips come from Japan. After wafers are pro- global chip tour. Most silicon wafers Taiwan is also a hub for “masks,” example of a single point of failure.” that’s done in Taiwan. It’s another product, you need new masks, and officer of Intel. “If you want a new Mayberry, former chief technology or design patterns for chips, says Mike Security concerns aren’t the only to geopolitical pressures. chips and other components as it bows have no choice but to pay more for biggest one, Apple. Yet even Apple may costs for its customers, including its Making chips in the desert could raise Apple’s Geopolitical Bet in Taiwan,” says an industry executive. ally, but eventually you run out of room dragged their feet on expanding glob- engineering resources. “They really hub, straining its energy, water, and outgrowing Taiwan as a production for advanced chips, and the company is TSMC is riding a huge wave of demand force driving TSMC outside Taiwan. Apple is now adjusting its global lessening its reliance on iPhone assembly to India and Vietnam, The company plans to shift some production network to bolster security. Foxconn 2026. facturing, and other initiatives through in research and development, manu- Apple says it is investing $430 billion (2354.Taiwan) in China. Domestically, If Apple, worried about Taiwan, had we need more of a U.S. presence.” Apple saw the political winds and said do anything you like. I’d guess that supplier, too, so you can’t make them around a lot,” he says. “TSMC is a big presence and can push suppliers Mayberry. “Apple is a commanding U.S., that would be in character, says to lean on TSMC to make chips in the Apple probably won’t buy core pro- certainly remain in Taiwan. Jones esti- ations of iPhones; those will almost cessors from Arizona for future gener- Source: Semiconductor Industry Association Note: As of Aug. 15, 2023 Semiconductor manufacturing is spreading across the country as companies plow more than $200 billion into a chip buildout. America's Growing Chip Landscape Announced New Project Announced New Project, Existing Facility Announced Expansion Project, Existing Facility For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 19 mates that Apple will still source 90% of wafers from TSMC’s fabs in Taiwan. But Apple could source chips for things like headphones, Air Tags, older-generation iPhones and iPads, cameras, and power management. A big order might also come for 5G connectivity, Wi-Fi, and Bluetooth chips. Apple has tried for years to use its own modem chipsets, replacing those made by Qualcomm. The fabs in Arizona could produce them, says Needham’s Shi. “Apple can pull a lot of wafers out of Arizona for connectivity, even if Arizona stays one generation behind Taiwan,” he says. Who Will Pay for Security? Arizona does have benefits, including inexpensive land and seismic stability, which is critical for chip making. TSMC says that it will recycle most of the water it needs and have flexibility to scale up production, with capacity for up to six fabs. The foundries will have leading-edge equipment, including “extreme ultraviolet lithography,” or EUV, machines for etching transistors onto wafers. An EUV is “very expensive and specialized,” says Mayberry. “You wouldn’t waste that on something that sells for peanuts; you’d use it for something that commands a premium—whether it’s a graphics chip for Nvidia, a central processing unit for AMD, or a chip for Apple.” Other customers are likely to be auto makers looking for chip security after pandemic-fueled disruptions. “The auto companies really want onshore supply,” says Jones, noting that chip suppliers like Mobileye Global (MBLY), Qualcomm, and NXP Semiconductors (NXPI) could source from Arizona. Near term, TSMC will subsidize overseas production with profits from more-efficient fabs in Taiwan, says Shi. That’s one reason TSMC raised prices on chips in 2022 and 2023. But a chip glut may be building as global production ramps up; that could pressure prices and margins. The wild card is friction with China. “The scale of Arizona tells me that TSMC and its customers so far do not think the threat from China is that material,” Shi says. A rise in tensions would probably accelerate an exodus from Taiwan, however, for all but leading-edge processors. How profitable will it all be? The chip industry aims to hit $1 trillion in annual revenue by 2030, nearly double current levels. Strong demand for AI and other emerging tech could soak up fab capacity, regardless of higher operating costs or where it’s built. TSMC and Apple, the industry’s titans, are expected to generate $37 billion and $109 billion of net income in 2025, respectively, up substantially from this year. Gross margins for TSMC could improve as the company’s capex levels off. But the price for geopolitical security is rising for everyone. Chip makers, consumers, and investors will ultimately bear the cost. B President Joe Biden at the TSMC Phoenix “fab” as it gears up to make 600,000 wafers a year. Brendan Smialowski/Getty Images Investing involves risk, including the possible loss of principal. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Narrowly focused investments may be subject to higher volatility. There are additional risks associated with investing in Uranium and the Uranium mining industry. URA is non-diversified. Carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s full or summary prospectus, which are available at globalxetfs.com. Read the prospectus carefully before investing. Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Distributed by SEI Investments Distribution Co. 1 (888) 493-8631 GLOBALXETFS.COM Beyond Ordinary ETFs® Powering a Lower Emission Future Uranium ETF URA For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

20 BARRON’S October 16, 2023 INCOME INVESTING I t’s an underappreciated asset class that offers investors one of the few direct ways to protect themselves against rising inflation. Treasury inflation-protected securities are a little complex, but they’re worth understanding because their yields now look appealing and they offer a good alternative to ordinary Treasury bonds. There are two components to TIPS yields: an inflation adjustment, which tracks the consumer price index, and what’s known as the real yield, which amounts to a bonus above the inflation rate. The real yield is now almost 2.5%, the highest in 15 years. With inflation running at more than 3%, some TIPS now offer yields of about 6%. The ultimate return to investors in TIPS, which have maturities as long as 30 years, will depend on the future inflation rate. “The real yield is getting back to abnormally high levels,” says Rob Arnott, the founder of Research Associates. “Looking at 10- and 30-year TIPS and 10- and 30- year Treasuries, the easy choice is to own TIPS. Inflation is more of a risk than the markets give it credit for.” The so-called break-even inflation rate between regular Treasuries and TIPS is now about 2.35% over the next five, 10, and 30 years. That means investors will do better in TIPS versus regular Treasuries if inflation runs at more than 2.35%. The markets are betting that the Federal Reserve will succeed in getting inflation down close to its 2% target. But inflation remains sticky at more than a 3.5% rate over the past 1½ years, and it could remain elevated due to a tight labor market and other factors. TIPS bond prices have been hit hard, along with regular Treasuries, in the past two years. That has soured some investors on the $2 trillion sector. While TIPS holders have benefited from higher inflation, the bonds have lost value, reflecting the sharp rise in real yields from negative 1% in early 2022. But real yields may be close to peaking even if Treasury yields rise. Real yields got close to 3% in the early 2000s, and that could be a ceiling because investors who don’t normally purchase a lot of bonds could be buyers at that level. One of the best ways to get exposure to the market is through low-fee exchangetraded funds. Investors can also purchase TIPS directly from the Treasury and through banks and brokerage firms. ETFs include the $52 billion Vanguard Short-Term Inflation-Protected Securities (ticker: VTIP), the largest TIPS ETF, and the similar iShares 0-5 Year TIPS Bond (STIP). The iShares TIPS Bond (TIP) and Pimco 15+ Year U.S. TIPS (LTPZ) ETFs hold longer-maturity TIPS. The shorter-maturity Vanguard ETF and the iShares 0-5 TIPS ETF have returned about 2% this year, while the Pimco fund is down 8%. If real yields fall, the Pimco fund could rise sharply because of its keen sensitivity to rate changes. Another option is the $600 million Western Asset Inflation-Linked Opportunities & Income closed-end fund (WIW), which has 80% of its assets in TIPS and other inflation-linked bonds. It offers a yield of nearly 9% (reflecting leverage) and trades at a 15% discount to its net asset value. TIPS are tricky from a tax perspective. The portion of the interest rate that is based on the inflation component is added to the principal value of the bond. This leads to so-called phantom income, which is subject to income taxes. For this reason, individual TIPS can be better suited to tax-advantaged accounts. ETFs offer advantages over direct investment in TIPS, including better liquidity, monthly income (versus semiannual on TIPS), and no phantom income. Fees are low, with the Vanguard and shorterdated iShares ETFs charging less than 0.05% a year, and the longer-dated iShares and the Pimco ETFs, about 0.2%. B BY ANDREW BARY TECH TRADER Tech Earnings Are on Tap. AI Is Now a Risk. Earnings season is coming, and it’s going to be a tricky one. Tech stocks came out of the gate roaring in 2023, with the Nasdaq Composite rallying 32% over the year’s first six months. But the group’s momentum is gone, with the index down 1% since June 30. The issues start with the Federal Reserve, whose tightening cycle has extended beyond Wall Street’s expectations. Meanwhile, the early mania over generative artificial intelligence has become more nuanced in the second half. Following the initial hype, there are concerns about the economics of AI, which involves non-trivial investment in pricey processors and other hardware, with an uncertain payoff. Those AI investments now threaten the “year of efficiency” margin improvements that Meta Platforms (ticker: META) and other tech firms have been touting. It’s all unfolding amid new worries about the near-term prospects for corporate IT spending. Here are the key issues to watch as tech earnings begin to roll in. Pressing Pause: Netflix (NFLX) kicks off the earnings parade on Wednesday. Investors will again be focused on the progress of its password-sharing program, its still-nascent advertising-supported subscription tier, and the lingering effects of the labor actions in Hollywood, where actors remain on strike, even after a settlement by writers. This past week Morgan Stanley analyst Benjamin Swinburne trimmed his price target on the streaming pioneer to $430, from $450, writing that consensus estimates “reflect too much, too quickly from password sharing and advertising.” Budget Crunch: There have been high hopes that IT budgets will loosen as 2024 gets under way. But Piper Sandler analyst James Fish says a recent survey of more than 30 tech resellers shows signs of trouble. “After a few quarters of improvements, spending trends were weaker than previously seen and IT budgets have been further pressured. That likely sets up for relatively capped ’24 spending,” Fish writes in a research note. We’ll get some IT spending clues when IBM (IBM) reports later this month. Rally Time? Wedbush analyst Dan Ives has been pounding the table on tech, forecasting a 12% to 15% end-of-year rally. His view is that September quarter earnings will be “an eye-opener,” driven by a combination of AI growth and stabilizing IT spending. Well, maybe. There’s no question that AI is affecting every company, and it will be an earnings contributor at some point. But the AI boom didn’t move the revenue needle for most tech firms in the June quarter, and AI won’t provide a material boost to the September quarter, either. Long-term investors won’t care, but short-term disappointment seems likely. Investment in AI-related infrastructure will outweigh incremental revenue for now at companies like Alphabet (GOOGL) and Meta. Gone Fishing: If you want to bottomfish, consider Amazon.com (AMZN), which is off 9% over the past month. MoffettNathanson analyst Michael Morton says Wall Street’s profit outlook is too bearish. He recently updated his 2024 forecast for pretax profit to $51 billion, from $45 billion, based on “growing conviction” about Amazon’s progress on cost controls. He notes that CEO Andy Jassy has said a redesign of the company’s distribution network cut delivery miles by 19%. Morton has a $189 target price on Amazon stock, implying a 45% return. “There’s never an easy time to own Amazon shares,” he writes. For now, Morton argues, investors should focus on the company’s improving cost structure—and growing margins. B BY ERIC J. SAVITZ These Bonds Help You Gain From Inflation For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 21 THE ECONOMY Strategas posits the next president will likely have to choose between fiscal austerity or structurally higher levels ofinflation and interest rates. What Budget Crisis? SpendingWill Rise as Global Tensions Grow Coming almost on the exact 50th anniversary of the Yom Kippur War, the attack on Israel by Hamas conjures comparisons with a half-century ago. The consensus view is that it is different this time, and for once the Wall Street cliché is right. In some ways, the U.S. is less vulnerable, notably in terms of energy security. But in others it is less secure, in its defense capabilities and fiscal stability, to meet the challenges of the increasingly dangerous geopolitical situation. The U.S. is no longer as dependent on foreign oil. Back in the 1970s, the U.S. was the world’s biggest petroleum importer, which made the nation vulnerable to the oil embargo imposed by OPEC. Crude prices roughly tripled, to $12 a barrel from $4, levels that seem shockingly low today. But then came the gasoline lines, a symbol of the economic malaise that came to be known as stagflation. In the wake of the oil shock, the U.S. economy contracted 3%, adjusted for inflation, sending unemployment up to 9%, while inflation topped 12% in 1974. What didn’t inflate was stock prices: The Dow Jones Industrial Average shed 45% in the brutal bear market of 1973-74. Following the attacks of the past weekend, crude oil prices popped, but couldn’t hold their gains as the week progressed. The benchmark U.S. crude futures contract jumped about $4, to the mid-$86 range, before relinquishing most of that gain by Thursday, unable to break the downtrend since the recent peak of $93.68 in late September. Importantly, instead of running a huge energy trade deficit owing to oil imports, the U.S. has become a net exporter of petroleum products. That’s due to the shale revolution, which has boosted U.S. oil production to a record 13 million barrels a day. There is a different deficit now—that of the budget. Given the geopolitical challenges that the U.S. faces, this arguably is more important. The red ink in the fiscal year ended in September topped $2 trillion, after the effects of the proposed student-loan forgiveness plan rejected by the Supreme Court are excluded. This is the more relevant measure because it represents Washington’s actual cash shortfall, according to Strategas’ Washington analysis team led by Daniel Clifton. As the firm’s chief strategists, Jason De Sena Trennert and Ryan Grabinski, write in a separate client note, the federal deficit previously topped 5% of GDP only in years when unemployment exceeded 7%, symptomatic of weak economies. Despite a historically low jobless rate in the mid-3% range, Washington ran up red ink in excess of 5% in the fiscal year just ended, and is projected to continue to do so. How much might the deficit blow out if, or when, unemployment rises from the long-predicted recession? Given the global stresses, however, the deficit might have to be subordinated to security interests, according to an insightful analysis from Daleep Singh, chief global economist and head of macroeconomic research at PGIM Fixed Income, the asset-management arm of Prudential Financial. Perhaps more important for this discussion than his current title is the most recent line on his CV: former deputy national security adviser for international economics and deputy director of the National Economic Council for the Biden administration. Investors should consider secondorder effects from the Hamas-Israel conflict, Singh writes: “National security experts are abuzz with discussion about whether the U.S. defense-industrial base has sufficient throughput capacity to back Ukraine, Israel, and possibly Taiwan with artillery and munitions in a simultaneous and extended conflict scenario. The unanimous and emphatic answer from experts is ‘no,’ which to me just underscores the likelihood of a period of fiscal dominance in which deficits are mostly disregarded and interest rates must adjust to a higher equilibrium.” F iscal dominance has become the new buzzword to describe how massive budget deficits are overwhelming monetary tightening by the Federal Reserve. In past cycles, fiscal policies had relatively less impact; budget deficits only widened hugely when unemployment rose and private-sector spending receded. Massive budget deficits are now a permanent fixture and increasingly intractable owing to rising interest expenses, Trennert and Grabinski point out. Treasury auction sizes are slated to ramp up by 24% in 2024, John Brady, managing director of global institutional sales at institutional broker R.J. O’Brien points out in a client note. That’s another difference from the 1970s. Back then, the so-called petrodollar surpluses were said to be recycled to oil-consuming debtor nations. Nations that formerly recycled surpluses into the U.S. markets now are pulling back, with China selling Treasury securities and Japan slowing its purchases. The Strategas strategists posit the next president will likely have to choose between fiscal austerity or accepting structurally higher levels of inflation and interest rates. What they don’t say is that the most likely candidates in next year’s presidential election are the two biggest budget busters in history. Brady points out the administration of former President Donald Trump added $7.5 trillion to future deficits, including $4 trillion in pandemic-related relief. President Joe Biden’s administration so far has added $4.8 trillion in red ink, including $2.5 trillion for Covid-19 relief, through 2031. (Those figures come from the Committee for a Responsible Federal Budget.) But what is even more daunting is fiscal constraints in a fraught world, as PGIM’s Singh points out. Hobson’s choice will be to accept the higher borrowing costs from increasing security expenses as geopolitical tensions increase, the budget be damned. B BY RANDALL W. FORSYTH Dangerous Deficits Unlike in the 1970s, federal deficits now are in the trillions. That hampers the U.S.’s ability to respond to geopolitical crises. Annual Federal Budget Surplus or Deficit Source: Federal Reserve Bank of St. Louis -4,000 -3,000 -2,000 -1,000 0 $1,000 billion 1970 '75 '80 '85 '90 '95 2000 '05 '10 '15 '20 For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

22 BARRON’S October 16, 2023 Q&A This D.C. Expert Sees 20% Odds Of a Shutdown Speaker race. What does that do to the odds of a looming government shutdown? Henrietta Treyz: The one-two political punch of the war in Israel and the need for a new Speaker is a boon to functionality, but it won’t be quick. I put 80% odds on some sort of a shutdown—20% on a full-scale shutdown in mid-November [when federal funding is slated to run out], 60% on a partial shutdown. And 20% odds that a short-term continuing resolution can be agreed to, averting a shutdown entirely. What, then, can investors expect from Washington in the next month or so? The Biden administration will focus more on trade and foreign policy. Following the review of the $360 billion in Section 301 tariffs imposed by President Donald Trump, which should take place by year end, some of the tariffs could come off, while others, including those imposed on industrial inputs such as wind turbines, could be raised. The U.S.-European Union negotiations over [clean] steel and aluminum production are momentous. U.S.- European dialogue on trade has been strained for more than a century, largely over agriculture-related issues. But the Russian invasion of Ukraine has brought all these nations closer. The U.S. and EU are working on a combined joint tariff system that effectively defines clean steel production in a way that the U.S. and EU are right under—and China above— a threshold of various metrics related to carbon emissions and export amounts. That would allow the U.S. and EU to apply tariffs to Chinese steel at the same time, and pressure China to produce clean steel and stop steel dumping. How would an agreement between the U.S. and the EU help U.S. steel companies? U.S. steel companies such as Cleveland-Cliffs [ticker: CLF] have been huge proponents of these tariffs against China. The more countries that impose tariffs akin to ours, the more benefit the U.S. steel companies could see. The agreement could also eliminate the tariffs on steel and aluminum imposed under the Trump administration. Both the U.S. and EU suspended tariffs on each other as they worked on an agreement. The tariffs could be reimposed if there is no deal between the two by the end of October. If there is a deal, it would remove a cloud over the likes of Levi Strauss [LEVI] and Harley-Davidson [HOG], which were Photograph by RITA HARPER the focus of retaliatory tariffs. An Interview With Henrietta Treyz Director of Economic Policy Research, Veda Partners H enrietta Treyz, director of economic policy research at Veda Partners, is no stranger to deciphering Washington, D.C., for investors. And there is a lot to decipher these days, what with two wars, a massive buildup of government debt, a congressional spending fight, and a continued struggle over who will replace ousted House of Representatives Speaker Kevin McCarthy (R., Calif.). Treyz says she got a “Ph.D. in chaos” in her years on Capitol Hill as a Senate staff member during the 2008-09 global financial crisis. Since then, she has been helping investors understand the implications of politics and policy, most recently at Veda, where she is a managing director. Her advice: Know which lawmakers to watch, and understand what motivates them, to know how they will vote. Barron’s spoke with Treyz in midSeptember, days before Congress averted a government shutdown, and several times in the past week. An edited version of these conversations, which touched on governmentshutdown odds, trade policy, and the 2024 presidential race, follows. Barron’s: The world looks uglier than a few weeks ago and the U.S. Congress still looks dysfunctional, with the House leaderless after Rep. Steve Scalise quit the BY RESHMA KAPADIA For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 23 What could be coming in terms of technology restrictions related to China? Last October, the Biden administration rolled out a plan to blow a hole the size of the Grand Canyon [through China’s chip development] with export controls, letting China have legacy chips but curtailing its access to advanced technology from the U.S. China is three to five years behind us [in advanced chip development]. We want to stop them at that stage, while every year we grow more advanced. The U.S. is also bringing the EU and other allies, including Japan and the Netherlands, “A Biden administration and Republican Senate represents the best scenario for material deficit reduction.” Henrietta Treyz with us on this journey. Revised regulations from the Commerce Department’s Bureau of Industry and Security, or BIS, are imminent on export controls in several major areas, including semiconductors, microelectronics, quantum information technologies, and artificial intelligence. The Biden administration doesn’t want to put the likes of Nvidia [NVDA] out of business, so it is allowing companies to apply for licenses to continue exporting as exceptions to the restrictions. But as time goes by, the circle of what is excluded [from export restrictions] is going to get smaller. Revenue from China will be substantially less for many U.S. tech firms. You have said investors should keep an eye on the Commerce Department. Why? BIS has always been powerful, but we are now in need of its tools that are perfectly designed to wage the current [geopolitical] battles. The actions we are seeing with export controls, and the new and inventive ways BIS tools have been used to sanction Russia, are more aggressive than ever before. BIS has grown substantially since the West started sanctioning Russia and as a function of the changing U.S.-China relationship and the administration’s “big fence, small yard” strategy [aimed at strengthening restrictions on China’s access to certain advanced technology]. Commerce just got a huge influx of cash via the Chips Act and the Inflation Reduction Act and is hiring 150 to 200 people. I expect future appropriations and spending bills will consistently provide more funding to Commerce, whether Democrats or Republicans are in office. Being anti-China is the most popular position in D.C., and many of the efforts to bolster our competitiveness with China are through this agency. My message to investors: Take it seriously. They are going fast. Speaking of who’s in office, do you see a Biden-Trump race in 2024? Yes, [barring] a health issue for Biden. In that case, someone else might try to enter the primary [running against Vice President Kamala Harris], but Rep. Jim Clyburn [D., S.C.] and the Congressional Black Caucus have supported Harris. Clyburn demonstrated in the 2020 election that he can singlehandedly deliver support from the Black community. I also don’t see anyone other than Trump getting the Republican nomination. He has 60% support in his party. [Former South Carolina Gov.] Nikki Haley, who is surging, has just 6%. The indictments have done nothing but boost his popularity with many Republican voters. You can tie his approval jump to the first indictment, and it has never relented. How do you see the election playing out at this point? A Biden presidency with a Republican Senate is my base case. National data show Biden and Trump neck and neck, but I looked at the swings away from Trump and to Democrats in the recent elections. For example, the Democrats were up by a 0.6-point margin in the governor’s race in Arizona, a state Trump won by 3.5 points in the 2016 election. A 4.1- point swing is huge. The Georgia Senate race in 2022 showed an even bigger swing toward the Democrats. The main reason: abortion rights. The states to watch closely are Pennsylvania, Arizona, Nevada, Georgia, Michigan, and Wisconsin. What are the likely market implications if Trump wins? If Trump is elected, the House and Senate will likely both be Republican. In that case, you’re going to see another tax-cut bill, largely deficit-financed. The Trump campaign wants to extend all the individual tax cuts for a decade and reduce the corporate tax rate to 15%. Deficit increases would total $2 trillion to $3 trillion just to cover the tax cuts. There would also be a risk of increased tariffs for lumber, furniture, baseball bats, anything manufactured in China, the European Union, Mexico, and Canada. The biggest negative affect would be felt by the big box retailers—the Wayfairs [W] of the world, Lowe’s [LOW], Home Depot [HD]. Trump has long looked to tariffs on foreign imports as the best way to raise revenue. How would investors benefit from such tax cuts? I don’t expect a stimulative [market impact] if the tax rate falls to 18% from 21%. Purely domestic restaurants, grocery stores, or regional banks that don’t have operations domiciled abroad, unlike Apple [AAPL] and Microsoft [MSFT], and can’t avoid the U.S. corporate tax rate, would be the biggest beneficiaries of a cut. What would a Biden White House and Republican Senate mean for investors? The administration would probably extend tax cuts for the majority of Americans and reinstate some of the business tax credits that expired, including for research and development. That would likely add $1 trillion to the deficit, lower than what would be added under a Trump presidency. In 2010, when Biden was vice president, he and Sen. Mitch McConnell [R., Ky.], then Senate majority leader, negotiated a bipartisan deal to avoid a fiscal cliff and cut taxes. A Biden administration and Republican Senate represents the best scenario for material deficit reduction. That would bring down bond yields and help Treasuries. This scenario would also be a boon to manufacturing because the clean-energy and electricvehicle tax credits [from the Inflation Reduction Act] would be safe, as would the aid in the Chips Act. Would that funding disappear in a second Trump administration? That’s the widespread view, but I don’t expect Republicans to repeal the Inflation Reduction Act or Chips Act. They wouldn’t have the votes, and the IRA tax credits disproportionately go to Southern states, creating a lot of jobs and investment. Also, once you repeal this tax credit, it becomes a tax hike. Republicans aren’t tax hikers. Plus, repealing these measures just makes us more dependent on China [for chips and the green energy transition]. And no one wants that. Thanks, Henrietta. B

24 BARRON’S October 16, 2023 MARKET WEEK October 9 through October 13, 2023 Charting the Market P. 30 Winners & Losers P. 31 Market View P. 32 Statistics P. 33 MARKET PERFORMANCE DASHBOARD 33,670.29 52-wk: +13.62% YTD: +1.58% Wkly: +0.79% Dow Jones Industrials 4327.78 S&P 500 52-wk: +20.78% YTD: +12.72% Wkly: +0.45% 13,407.23 Nasdaq Composite 52-wk: +29.90% YTD: +28.10% Wkly: -0.18% $91.24 iShares 7-10 Year Treasury Bond ETF 52-wk: -3.22% YTD: -4.74% Wkly: +1.30% 3% -1 -2 0 1 2 Monday Tuesday Wednesday Thursday Close Source: Barron’s Statistics Friday MARKET PERFORMANCE DASHBOARD Threat of War Stocks wobbled then finished higher on Monday, following Hamas’ attack on Israel over the weekend. Military-related names led the market higher as oil prices spiked. Yield Sign Bond yields continued a stretch of declines on Tuesday, helping to lift stocks. The yield on the 10-year U.S. Treasury note fell to 4.65% from 4.80% a week earlier—a 16-year high. The Heat Is On Stocks broke a four-day winning streak on Thursday, as bond yields rebounded from their recent declines. Inflation data came in hotter than expected. Tough Finish Stock indexes couldn’t hang on to their morning gains on Friday, but the Dow still finished the week in the green. The 10-year Treasury yield fell to 4.60%. THE TRADER A Fed Pivot Is Coming. TheMarket ShouldBe Grateful. Don’t look now, but the Fed may be pivoting. It isn’t elegant, graceful, or refined. And it apparently contradicts the past 10 days’ employment and inflation data, which would seem to support an increase in the federal-funds rate in November or December. But Federal Reserve officials have gone out of their way to talk down the likelihood of another hike, largely because the bond market has been doing the central bank’s work for it. The inverse relationship between bond yields and stock prices held firm this past week. After a relentless rise since the late summer to a nearly 5% yield on the 10-year U.S. Treasury note—and several losing weeks in a row for major stock indexes—yields reversed and stocks bounced. The S&P 500 index ended the week up 0.45%, the Dow Jones Industrial Average added 0.79%, and the Nasdaq Composite slipped 0.18%. The 10-year yield fell 0.16 point, to 4.63%. The catalyst for the reversal was a parade of Fed speakers acknowledging that the surge in bond yields had resulted in tighter financial conditions— raising borrowing costs for business, consumers, and the U.S. government. “I will remain cognizant of the tightening in financial conditions through higher bond yields and will keep that in mind as I assess the future path of policy,” Fed Vice Chair Philip Jefferson said on Monday, while Dallas Fed President Lorie Logan echoed that sentiment in separate remarks that same day. Atlanta Fed President Raphael Bostic cut straight to the point on Tuesday morning. “I don’t think we need to increase rates anymore,” he said. It doesn’t get any clearer than that. It makes a lot of sense. Higher bond yields should slow the economy, dampening inflation, the thinking goes. And as the inflation rate declines, the real, or inflation-adjusted, fed-funds rate will effectively increase even if the Fed doesn’t raise its target. “Fed officials are going out of their way to send a message that they’re done for now,” says Tom Porcelli, chief U.S. economist at PGIM Fixed Income. The market, too, is coming around BY NICHOLAS JASINSKI Emerging Markets P. 27 Striking Price P. 28 Inside Scoop P. 29 13D Filings P. 29 Power Play P. 29 For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 25 to that point of view. Interest-rate futures pricing now implies a less than one-in-three chance of an additional fed-funds increase this year, according to the CME FedWatch Tool, down from roughly 50/50 odds a few weeks ago. But that doesn’t mean they’ll come down quickly, either, even if the market is pricing in cuts of 0.75 percentage point next year. “The higher-for-longer idea is real,” Porcelli says. That’s probably for the best. Faster Fed cuts than now expected in 2024 would require a worse economic outcome that would hurt earnings—and the stock market. It’s far from an all-clear signal, but a Fed that’s conscious of the bond market’s tightening effect is better than one that isn’t. Maybe a soft landing is possible after all. Tech Kicks Off Earnings Forget banks—third-quarter earnings season doesn’t start until Wednesday, when Netflix and Tesla report. Since Alcoa’s (ticker: AA) abdication, the start of earnings season has been assigned to the big banks, including JPMorgan Chase (JPM) and Citigroup (C), which reported earnings on Friday. This despite the fact that some prominent companies, including PepsiCo (PEP) and Delta Air Lines (DAL), disclosed their results earlier in the week. Don’t expect the overall market to care too much about how the banks do. The S&P 500 financials sector, which includes banks and insurers but also Visa (V), totals 12.7% of the index’s market value. Its third-quarter earnings contribution is expected to be larger, at 17.4%, according to Refinitiv data. But these days, the banks are less a reflection of the U.S. economy than they are of monetary and regulatory policy, which take up a good portion of their earnings calls. No, earnings season doesn’t really get started until Wednesday, when the first of the large technology-oriented stocks that have driven the S&P 500 this year are set to report. That would be Tesla (TSLA) and Netflix (NFLX), followed by Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META), Amazon.com (AMZN) next week, and Apple (AAPL) on Nov. 2. Nvidia’s (NVDA) reports in late November. The Magnificent Eight punch well above their fundamental weight, thanks to premium valuation multiples. The group makes up roughly 30% of the S&P 500’s market cap but is expected to contribute just 10% of the index’s third-quarter sales and 16% of earnings, according to Refinitiv. Hits and misses from their results will prompt outsize moves in the index. Take Meta, which Wall Street analysts expect to report $8 billion in earnings for the third quarter, up 120% from the same period last year. That’s nearly a full percentagepoint contribution to the S&P 500’s overall expected earnings growth in the quarter. Nvidia is responsible for another 1.5 percentage point of expected growth, Amazon for 0.6 point, and Alphabet and Microsoft 0.5 point each. With growth rates like those, how well the biggest companies do could meaningfully swing overall S&P 500’s earnings growth one way or another. There’s a slim margin for error: Analysts are predicting 1.3% year-over-year earnings growth from the S&P 500 in the third quarter, per Refinitiv. The biggest expected individual detractors from the index’s year-overyear earnings growth are Exxon Mobil (XOM)—a 1.9-percentage-point drag—and Pfizer (PFE), a 1.5-point drag. That’s before considering the impact of Big Tech results on investor sentiment. In a year dominated by macro themes, the enthusiasm around artificial intelligence has been one of the greatest bullish drivers of the stock market. Nvidia’s results are showing the benefit already, while other companies are merely talking up the technology’s transformative potential. Hype can only go so far—eventually even Microsoft, Meta, and Alphabet will need to show that their AI investments are yielding Vital Signs Friday’s Week’s Week’s Close Change % Chg. DJ Industrials 33670.29 +262.71 +0.79 DJ Transportation 14699.43 -108.30 -0.73 DJ Utilities 824.56 +24.42 +3.05 DJ 65 Stocks 11107.43 +67.19 +0.61 DJ US Market 1053.88 +3.51 +0.33 NYSE Comp. 15323.70 +109.67 +0.72 NYSE Amer Comp. 4662.76 +228.81 +5.16 S&P 500 4327.78 +19.28 +0.45 S&P MidCap 2442.80 -12.63 -0.51 S&P SmallCap 1112.76 -11.24 -1.00 Nasdaq 13407.23 -24.11 -0.18 Value Line (arith.) 8714.58 -45.42 -0.52 Russell 2000 1719.71 -25.85 -1.48 DJ US TSM Float 42973.31 +102.32 +0.24 Friday’s Week’s Week’s Close Change % Chg. Barron’s Future Focus 876.36 -3.83 -0.44 Barron’s Next 50 2463.86 -38.68 -1.55 Barron’s 400 951.75 -2.05 -0.21 LastWeek Week Earlier NYSEAdvances 1,456 755 Declines 1,541 2,275 Unchanged 64 43 New Highs 80 55 New Lows 306 642 Av Daily Vol (mil) 3,515.2 3,830.7 Dollar (Finex spot index) 106.67 106.04 T-Bond (CBT nearby futures) 112-25 110-15 Crude Oil (NYM light sweet crude) 87.69 82.79 Inflation KR-CRB (Futures Price Index) 283.97 276.90 Gold (CMX nearby futures) 1927.40 1830.20 The best-informed investors choose Interactive Brokers 10-IB23-1652 ibkr.com/fexplorer Member - NYSE, FINRA, SIPC – Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations. Better Research. Better Decisions. Take Your Research to the Next Level with Fundamentals Explorer • Comprehensive global company data • Easily compare key info to competitors and industry • Includes key ratios, financials, analyst ratings and forecasts, research reports, and more! 30K+ Companies Covered Worldwide 300+ Data Points per Company 80+ Sources for Newswires and Report 5.5K+ Analyst Ratings from TipRanks

26 BARRON’S October 16, 2023 a positive return. The third quarter of 2023 is still early innings in the AI revolution, but signs of progress will be cheered by investors, and may be necessary to justify many of the Magnificent Eight’s huge rallies. Third-quarter earnings season may have started, but the real action has yet to begin. Hedging With Oil Oil isn’t the hedge against Middle East turmoil it used to be. That doesn’t mean investors shouldn’t own crude for a little extra protection against a wider conflict. The response of the oil price has been largely muted after Hamas fighters invaded southern Israel from the Gaza Strip, murdering hundreds of Israelis and taking dozens of hostages—prompting the Israel Defense Forces to respond with airstrikes on the densely populated territory and prepare for an imminent ground invasion of Gaza. Futures tied to the U.S. price of crude oil spiked to around $86.50 a barrel on Monday from $83 the previous Friday. Oil was back to $83 by Thursday—meaning no additional premium for the events of the past week. The price jumped to $87.69 on Friday. That makes sense. The U.S. is a net exporter of crude and has a strategic petroleum reserve that can be used to smooth out disruptions to the global oil supply. What’s more, the attack and response have done little to affect the supply of oil. Nonetheless, oil makes sense as a hedge against geopolitical risk. Tragically, the fighting between Israel and Hamas is likely to result in significant bloodshed. Iran, Lebanon’s Hezbollah, and other regional powers may feel compelled to respond. Enough escalation may even draw the U.S. into the conflict. The market’s knee-jerk reaction will be to send oil prices sharply higher after the next bit of bad news from the Middle East. “The military conflict between Israel and Palestine over the weekend [initially] pushed oil prices up despite no immediate threats to oil supply,” wrote Christyan Malek, J.P. Morgan’s global head of energy strategy. “We believe this is an example of an emerging risk premium related to diminishing spare oil production capacity and we expect short term spikes to continue over the medium term while becoming more sustained.” Buying oil now is a trade with asymmetric near-term odds. Oil is unlikely to fall below $80—supported by the same supply/ demand dynamics that have kept the price above that level for most of 2023. But a spike to $100 a barrel is in the cards if the fighting escalates. That’s a potential of almost 20%, but downside risk of less than 10%. There are a number of exchange-traded funds that make it easy to bet on a higher oil price. The U.S. Oil Fund (ticker: USO) uses futures contracts for West Texas Intermediate crude oil to gain exposure to oil prices. The United States Brent Oil Fund (BNO) tracks the international benchmark oil price. For investors with a greater risk tolerance looking for a higher-octane way to bet on a near-term spike in oil prices, there’s ProShares Ultra Bloomberg Crude Oil (UCO). The ETF aims to double the daily performance of the WTI oil price—whether up or down. As with any leveraged ETF, it’s a trading vehicle, not a long-term investment, and typically results in losses if held over the long term due to daily rebalancing. Going long shares of oil producers— which benefit directly from a higher price for the commodity they sell—is another option. The iShares U.S. Oil & Gas Exploration & Production ETF (IEO) holds North America-focused oil players, including ConocoPhillips (COP), EOG Resources (EOG), and Marathon Petroleum (MPC). It’s up more than 4% since the Friday before Hamas’ attack on Israel. This is one case where a little oil could go a long way. B Industry Action Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.* Oil & Gas 4.67% Utilities 3.45 Financials 0.64 Industrials 0.21 Technology 0.10 Telecommunications 0.09 –0.01 Consumer Services –0.05 Health Care –0.29 Basic Materials –1.18 Consumer Goods Source: S&P Dow Jones Indices Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF FINANCIAL SECTOR OF THE S&P 500 IN ONE ETF An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the prospectus carefully before investing. AllETFs aresubject to risk, including possible loss of principal. SectorETF products are alsosubject tosector risks and non-diversification risks, which generally results in greater price fluctuations than the overallstock market. Ordinary brokeragecommissions apply. The S&P 500 is an index of 500commonstocks that is generallyconsidered representative of the U.S.stock market. Youcannot invest directly in an index. ALPS Portfolio Solutions Distributor, Inc., aregistered broker-dealer, is distributor for the Select Sector SPDR Trust. Investing involves risk, including possible loss of principal. flfl ffi ffl fffiffi !"ff#$ % &'()* ffi '+ , ffi - !"',#$fl Visit brookfieldoaktree.com Demystifying Alternatives For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 27 INTERNATIONAL TRADER China Looks to Rival Airbus, Boeing Aircraft Even as China struggles with daunting financial and demographic problems, it has been going from strength to strength technologically. The No. 2 economy dominates solar-energy and electric-vehicle supply chains. It struck back in electronics with the latest Huawei phone powered by domestic 7-nanometer semiconductors. Now comes civil aviation’s turn, Beijing claims. The C919—state-owned Commercial Aircraft Corporation of China’s wouldbe midrange answer to Boeing’s 737 and Airbus’ A-320—lately bagged its first big order, for 100 planes, from China Eastern Airlines. “The C919 is expected to break the market duopoly of Boeing and Airbus,” the official China Daily crowed. Not quite. The C919 is no match for the established workhorses of the sky. “From a design perspective, it can’t hold a candle to the 737 or A-320,” says Scott Kennedy, senior adviser in Chinese economics at the Center for Strategic and International Studies. Even if it could, Comac, as the manufacturer is known, will need years if not decades more to gear up production. “Airbus or Boeing can produce 100 airplanes a month,” says Scott Hamilton, founder of aerospace consultant Leeham. “The C919 is lucky to produce two.” The new aircraft also needs safety certifications outside China to fly internationally, its logical role with a 3,500-mile range. That won’t happen overnight either, says Shukor Yusof, founder of Malaysiabased consultant Endau Analytics. “The plane has to clock hours and meet stringent tests,” he says. “They can’t overcome these hurdles in a short space of time.” The C919’s emergence is still bad news for Boeing (ticker: BA). The U.S. giant reaped a quarter of its sales from China in better days, Hamilton says. Washington’s trade war has slowed that to a trickle. Airbus (AIR.France) has practiced more effective diplomacy. CEO Guillaume Faury tagged along on French President Emmanuel Macron’s visit to Beijing in April and announced a new assembly line at the company’s Tianjin factory. That’s probably one reason Airbus’ stock has nearly regained prepandemic levels, while Boeing’s is down 40%. The C919 may not hold a candle to the 737 in an open market. But China, which will probably order thousands of new planes this decade, is hardly an open market. The top three airlines are state-owned and will ultimately buy what the government tells them to. Beijing may also “armtwist” regional tourist destinations like Indonesia or Thailand into early certification and orders for the C919, Shukor says. That’s only half the politics involved. Some 70% of the C919’s components come from Western suppliers, including U.S. industrial icons such as General Electric (GE), which makes the engines jointly with France’s Safran (SAF.France); Honeywell International (HON), which provides wheels and brakes; and navigation from Rockwell Collins. The U.S. Defense Department included Comac on a potential sanctions list in the last days of the Trump administration. Successor Joe Biden has left the C919 supply chain intact. That’s a good call, CSIS’ Kennedy says, with little chance that wellknown civilian technology could advance China’s military planes. “I haven’t heard anyone from the military say the C919 is a threat,” he says. Washington’s dovish stance also keeps the door open for Chinese rapprochement with Boeing. Building airplanes is the ultimate industrial long game, and China is determined to master it, eventually. “It took 40 years for Airbus to reach parity with Boeing,” Hamilton says. “China will be viable in another generation or two.” Until then, it’s complicated. B BY CRAIG MELLOW STATEMENT OF OWNERSHIP, MANAGEMENT AND CIRCULATION (Required by 39 U.S.C. 3685) 1. Publication Title: Barron’s. 2. Publication No.: 0004-4700. 3. Filing Date: October 1, 2023 4. Issue Frequency: Weekly. 5. No. of Issues Published Annually: 52. 6. Annual Subscription Price: $359.88 7. Complete mailing address of known office of publication: 200 Burnett Road, Chicopee, MA 01020-4635. 8. Complete mailing address of the headquarters of general business offices of the publisher: 1211 Avenue of the Americas, New York, NY 10036 9. Full names and compete address of publisher, editor in chief, executive editor and managing editor: Publisher: Dow Jones & Co., 1211 Avenue of the Americas, New York, NY 10036. 10. 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28 BARRON’S October 16, 2023 THE STRIKING PRICE Until the odds swing back to you, the client, it is hard to ignore the appeal of safe moneymarket funds or short-term Treasuries. In This Market, the Best Strategy Is to Do Nothing How do you price chaos? Do you buy it, sell it, or wait for something truly shocking to happen? Those are perhaps the most critical investment questions as Hamas’ surprise attack on Israel illuminates the world’s disequilibrium. The answers aren’t as clear as the problems. America’s domestic dysfunction has deprived the world of leadership when a strong, respected nation is most needed at the helm. Europe is weak. No happy end is in sight as Ukraine fights to repel Russia. China is confronting its worst nightmare: a simultaneous demographic and economic crisis. The world’s second-largest economy is slowing, its population is aging, and the young are often “lying flat” rather than working. Some fret China might use the Middle East crisis as an opportunity to invade Taiwan. We last raised a litany of major risk factors early last month. At the time, one reader cheekily noted that I had forgotten to mention a giant prehistoric sea monster might devour Wall Street. Since then, the S&P 500 index has declined as much as 5% and the Cboe Volatility Index, or VIX, has risen about 33%. We return to those same risk factors as they threaten to overtake the market’s longrunning obsession with inflation, interest rates, and parsing the laconic language of central bankers. Others will suggest octopus-like options strategies that are supposedly all things to all investors. Its very complication, they insist, will make money if stocks rally, decline, or stall. We prefer to eat octopus rather than trade it. Instead, it is better to focus on an important fact that is rarely discussed outside of the market’s inner sanctum: Options are sometimes too expensive to buy and too cheap to sell. Now is such a time. Implied volatility, as measured by the VIX, is hovering around the long-term average of about 19. Risks are much higher than that implies. We noted last week that a cardinal rule of investing is not losing money. Nothing has changed since then. Regular readers of this column know that we often recommend cash-secured put sales on blue-chip stocks that ideally pay dividends. We also like selling calls on stocks one already owns to create what we call “conditional dividends” that pay investors for owning stocks. We hesitate to make those recommendations now because it is too hard to anticipate what happens next. Goldman Sachs, for one, has advised clients that it is cautious on options selling. Since September’s expiration date, the bank’s derivatives strategists estimate that the average S&P 500 stock with liquid options is down 5.0%. Investors who sold one-month calls that were 10% above or below the average stock price outperformed by 42 basis points and put selling underperformed by 37 basis points. (A basis point is 1/100th of a percentage point.) Much was made of Tuesday’s 10-year Treasury yield declining from 52-week highs, which sent stocks higher. We prefer to view that as a sign that Treasuries are the cleanest shirt in the dirty laundry basket. In other words, falling yields may not signal the end of rising interest rates. A wise friend who retired from a top bank once remarked that there are three people in every transaction: the client, the broker, and the bank. If two of the three are making money, he said, it is a good trade. Until the odds swing back to you, the client, it is hard to ignore the appeal of safe money-market funds or short-term Treasuries that pay around 5% and allow you to watch the world’s chaos bully the stock market. The time will come for action. It always does. Be ready. B Steven M. Sears is the president and chief operating officer of Options Solutions, a specialized asset-management firm. Neither he nor the firm has a position in the options or underlying securities mentioned in this column. BY STEVEN M. SEARS Equity Options CBOE Volatility Index VIX Close VIX Futures 11 19 27 35 N D J F M A M J J A S O Daily Values Source: CBOE The Equity-Only Put-Call Ratio Put-Call Ratio S&P 500 Index 62 87 112 137 162 187 212 237 262 287 312 N D J F M A M J J A S O Source: McMillan Analysis Corp. SPX Skew Implied volatility % 5 6 7 8 9 10 11 12 13% N D J F M A M J J A S O Source: Credit Suisse Equity Derivatives Strategy NDX Skew Implied volatility % 5 6 7 8 9 10 11% N D J F M A M J J A S O 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. Week’s Most Active Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio Acurx Pharmaceuticals ACXP 6410 4837 1573 44 100 145.7 E2open ETWO 11644 10401 1243 220 100 52.9 Leonardo DRS DRS 8470 7415 1055 408 21 20.8 LeMaitre Vascular LMAT 2207 382 1825 168 99 13.1 AZZ AZZ 3017 1395 1622 296 0 10.2 Baxter Int’l BAX 111797 70283 41514 13052 99 8.6 Kratos Defense & Security KTOS 17085 15809 1276 1984 63 8.6 LL Flooring LL 6775 5911 864 820 96 8.3 Commercial Metals CMC 27180 24142 3038 3584 4 7.6 Neogen NEOG 6184 2761 3423 848 49 7.3 Aerospace Defense ETF DFEN 16356 14803 1553 2364 44 6.9 Fastenal FAST 28518 15480 13038 4144 10 6.9 Tupperware Brands TUP 119714 94648 25066 18708 93 6.4 Silk Road Medical SILK 12687 9991 2696 2108 84 6.0 Northrop Grumman NOC 40506 25135 15371 7168 59 5.7 PepsiCo PEP 426513 173242 253271 86020 74 5.0 89bio ETNB 35649 8671 26978 7288 74 4.9 DaVita DVA 42372 14921 27451 8928 97 4.7 Tenet Healthcare THC 28989 18480 10509 6312 89 4.6 Pioneer Natural Resources PXD 95889 59148 36741 21568 4 4.4 This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the unusually heavy trading in these options might be a predictor of corporate activity – takeovers, earnings surprises, earnings pre-announcements, biotech FDA hearings or drug trial result announcements, and so forth. Dividend arbitrage has been eliminated. In short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to their usual pricing levels. Furthermore, many of these situations may be rumor-driven. Most rumors do not prove to be true, so one should be aware of these increased risks if trading in these names Ratio is the Tot Vol divided by Avg Tot Vol. IV %ile is how expensive the options are on a scale from 0 to 100. Source: McMillan Analysis For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 29 INSIDE SCOOP Marcus Lemonis Bought Up Overstock Shares about 20% in the red this year, and have lost more than half of their value since early August, when investor optimism was running high for the rebranded company. From Oct. 4 through Oct. 6, Lemonis paid $1.7 million for a total of 107,000 Overstock shares, an average price of $16.40 each. These are Lemonis’ first open-market purchases of the stock as an Overstock director. “I’m excited to join the board, I’m excited to buy the stock, and I’m excited by what Bed Bath & Beyond can become,” Lemonis said in a phone interview. The time looks ripe for a wellknown brand in home furnishings. “The consumer is fragile right now,” says Lemonis. “We have to assume people are going to stay in their homes longer” rather than buy better houses. “They’re going to buy a new bedroom set and upgrade their kitchens.” B Reality TV host Marcus Lemonis bought $1.7 million of Overstock.com shares after joining the board of the retailer, now rebranded as Bed Bath & Beyond. The shares have lost roughly a tenth of their value since the start of this year. Decreases in Holdings Star Bulk Carriers (SBLK) Oaktree Capital cut its position in the shipping company to 16,067,483 shares. Through a Sept. 22 repurchase agreement between Star Bulk Carriers and Oaktree Capital affiliate XL Holdings, Star Bulk Carriers repurchased 10,000,000 of its shares from XL Holdings at a price of $18.50 each, a transaction that closed on Oct. 9. Oaktree Capital’s interest in Star Bulk Carriers dropped to 17.3% from 25.2%, and, as a result, Oaktree Capital’s board representation at Star Bulk Carriers will decrease to two directors from three. Shares have managed a 2% rise so far this year. Appian (APPN) Abdiel Capital trimmed its stake in the business-process software company to 9,371,954 shares. Abdiel sold 750,000 Appian shares on Oct. 4 at a price of $41.43 each, reducing its position in the software firm to 22.5%. In September, Appian secured a $500 million judgment preservation insurance policy, tied to an earlier trade-secret case against Pegasystems (PEGA) heard in Virginia state court. The court found in favor of Appian and awarded the firm $2.036 billion in damages in May 2022, a ruling upheld later that same year. Pegasystems has appealed the decision. Appian’s insurance policy will ensure that if the final judgment falls below $500 million after all appeals are exhausted, Appian will receive a payment equal to the difference between the award and $500 million. William Blair analyst Jake Roberge reiterated an Outperform rating on Appian stock in early September, when the company announced the insurance policy. Appian “continues to execute well, as its market-leading low-code platform delivers,” wrote Roberge in a research report. Truist May Be Its Own Activist POWER PLAY O verstock.com’s newest director, reality-TV host Marcus Lemonis, bought up shares of the retailer. Overstock (ticker: OSTK), which rebranded itself as Bed Bath & Beyond earlier this year after buying the intellectual property of that bankrupt retailer, named Lemonis to its board on Oct. 2. Lemonis, longtime host of The Profit on CNBC and the chairman and CEO of Camping World Holdings (CWH), now hosts HGTV’s The Renovator, a show about home improvement and more. Jonathan Johnson, CEO of Bed Bath & Beyond, said in a news release, “I expect to work closely with [Lemonis] as he takes a bigger and more meaningful role on the board.” Shares are BY ED LIN T ruist Financial is acting as if a traditional activist investor is nipping at its heels—even though one hasn’t appeared. The bank (ticker: TFC) is reportedly planning to sell its remaining 80% stake in an insurance-brokerage business to private-equity firm Stone Point Capital for $10 billion. Stone Point bought a 20% stake in the insurance business in February for $1.95 billion. The reported sale comes roughly a week after Truist revealed in a filing a classic activist move: rethink the board. Eight of Truist’s directors will be stepping down at year end—four as they reach mandatory retirement age and the others moving on. That will bring the board to 13 directors—12 of them independent—from 21. Trust declined to comment. Truist is the product of the 2019 merger of SunTrust Bank and BB&T. Despite promises of synergies, the postmerger bank has missed estimates in 11 of 20 quarters. Because of the turnaround potential, Truist was a Barron’s stock pick last month, and the choice of a few bulls on Wall Street, too. Wells Fargo Securities analyst Mike Mayo rates Truist stock at Overweight, and has said the company is “primed for an activist.” While one has yet to materialize, Mayo has been encouraged by recent changes. “It is up to Truist to take strong restructuring moves or risk changes to management near term or independence longer term—i.e., it seems that Truist is less tone deaf to investor concerns,” Mayo wrote this week. Truist reports third-quarter results on Oct. 19. B BY CARLETON ENGLISH Increases in Holdings Staar Surgical (STAA) Broadwood Capital lifted its position in the maker of implantable lenses for the eye to 9,469,723 shares. Broadwood purchased 686,641 Staar Surgical shares at prices ranging from $37.01 to $42.11 apiece from Sept. 5 through Oct. 6. Broadwood now owns a 19.5% interest in the lens maker. Broadwood noted that it would “remain attentive to the importance of corporate governance matters and shareholder alignment.” It also intends to be in contact with Staar Surgical’s board and other shareholders in regards to the above. Staar Surgical shares have slipped about 19% so far this year. Howard Hughes Holdings (HHH) Bill Ackman’s Pershing Square Capital Management raised its interest in the real estate developer to 16,965,881 shares. Pershing Square acquired 395,653 Howard Hughes shares from Aug. 16 through Oct. 5 at per share prices ranging from $69.91 to $74.96. Pershing Square now owns 33.9% of Howard Hughes’ outstanding stock. 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 Oct. 5 through Oct. 11, 2023. Source: VerityData (verityplatform.com) For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

30 BARRON’S October 16, 2023 CHARTING THE MARKET A graphic look at selected stock activity for the week ended October 13, 2023. Edited by Staff Editors The charts record the net change in share price, the high, low and closing trades, and share volume for companies with noteworthy stock activity last week. In addition, the graphs depict last week’s daily price activity in detail. The dotted line on some graphs denotes the stock’s 200-day moving average; lack of a moving average means the shares have traded for less than that time period. If the close from the current week is lower than a year ago the graph will be presented in red. If the close from the current week is higher than a year ago then the graph will be presented in green. Northrop Grumman NOC (NYSE) • $490.15 • 66.91 413 442 471 500 529 558 Stock Price $ 0 5 O N D J F M A M J J A S O 10 Volume in Millions The stock of the defense contractor, which makes everything from radars to stealth bombers, outpaced peers on news of Hamas’ attack on Israel. RTX RTX (NYSE) • $73.25 • 3.48 68 76 84 92 100 108 Stock Price $ 0 51 O N D J F M A M J J A S O 102 Volume in Millions Shares of the former Raytheon Technologies rose as war broke out in Israel. One reason: It co-produces Israel’s Iron Dome air-defense system. Lockheed Martin LMT (NYSE) • $441.06 • 40.33 387 412 437 462 487 512 Stock Price $ 0 7 O N D J F M A M J J A S O 14 Volume in Millions Shares of the defense contractor rose, then got hit with analyst downgrades. UBS, which had just begun coverage, reduced the stock to Neutral. Exxon Mobil XOM (NYSE) • $109.87 • 2.70 86 93 100 107 114 121 Stock Price $ 0 78 O N D J F M A M J J A S O 156 Volume in Millions The oil and gas giant agreed to $49.5 billion deal for Pioneer Natural Resources, sending shares up. A pop in oil prices over Mideast turmoil didn’t hurt. Unity Software U (NYSE) • $28.03 • -2.12 21 30 39 48 57 66 Stock Price $ 0 75 O N D J F M A M J J A S O 150 Volume in Millions Backlash from a controversial pricing plan sent CEO John Riccitiello into retirement. The stock climbed, then settled lower by week’s end. PepsiCo PEP (NASD) • $160.00 • -0.29 155 164 173 182 191 200 Stock Price $ 0 21 O N D J F M A M J J A S O 42 Volume in Millions The beverage and snack company rose after beating on earnings and sales. The results calmed fears that weight-loss drugs would hurt the business. Walt Disney DIS (NYSE) • $84.35 • 1.41 77 86 95 104 113 122 Stock Price $ 0 80 O N D J F M A M J J A S O 160 Volume in Millions Shares of the Mouse House rose as Trian’s Nelson Peltz demanded more board seats. A few days later Disney raised theme-park prices. Bristol Myers Squibb BMY (NYSE) • $56.47 • -0.19 54 60 66 72 78 84 Stock Price $ 0 43 O N D J F M A M J J A S O 86 Volume in Millions The pharma agreed to buy cancer drug specialist Mirati Therapeutics for up to $5.8 billion. Shares of both companies fell on the announcement. Netflix NFLX (NASD) • $355.68 • -25.83 209 265 321 377 433 489 Stock Price $ 0 68 O N D J F M A M J J A S O 136 Volume in Millions The big Hollywood streamer saw its shares take a hit after talks with the actors’ union broke down. Dead ahead: Its third-quarter earnings call. Microsoft MSFT (NASD) • $327.73 • 0.47 213 244 275 306 337 368 Stock Price $ 0 119 O N D J F M A M J J A S O 238 Volume in Millions It was bad news, good news for Microsoft: The IRS sought $289 billion in back taxes, then U.K. approval allowed it to close the Activision Blizzard deal. Dollar General DG (NYSE) • $111.16 • 7.49 99 132 165 198 231 264 Stock Price $ 0 20 O N D J F M A M J J A S O 40 Volume in Millions The discount retailer has struggled with subpar sales and operational missteps. News that former CEO Todd Vasos was returning sent the stock up. Goldman Sachs Group GS (NYSE) • $309.30 • -3.18 286 307 328 349 370 391 Stock Price $ 0 18 O N D J F M A M J J A S O 36 Volume in Millions The Wall Street bank sold specialty lender GreenSky at a loss as it cleans up its consumer foray. The firm rejected a fintech offering a higher price. For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 31 WINNERS & LOSERS Saturday Inbox: Sign up for the Market Lab Newsletter every Saturday at Barrons.com/newsletters Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer than 5,000 shares or priced under $5. Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. a-Stock has not been in existence or not been traded for 65 consecutive sessions. S-Stock split or stock dividend amounting to 10% or more. X-Ex-dividend NYSE Biggest % Movers Winners Name (Sym) Volume Close Change %Chg. LL Flooring(LL) 28081 3.93 +1.09 +38.4 Startek(SRT) 3508 4.32 +1.07 +32.9 HarmonyGold(HMY) 28359 4.86 +1.01 +26.2 GoldFields(GFI) 34335 14.01 +2.81 +25.1 Skillsoft(SKIL) 113 17.14 +3.19 +22.9 AngloGoldAsh(AU) 15445 19.50 +3.55 +22.3 a.k.a.Brands(AKA) 151 5.20 +0.93 +21.8 McEwenMining(MUX) 2630 7.81 +1.37 +21.3 Losers Name (Sym) Volume Close Change %Chg. E2open(ETWO) 66760 2.45 –1.82 –42.6 GroveCollab(GROV) 572 1.62 –0.75 –31.6 LocalBounti(LOCL) 85 1.56 –0.69 –30.7 ATRenew(RERE) 2403 1.60 –0.62 –27.9 PSQ(PSQH) 1967 5.85 –2.26 –27.9 Luxfer(LXFR) 1444 9.53 –3.53 –27.0 Belden(BDC) 2762 71.02 –23.32 –24.7 LithiumAmericas(LAC) 19691 8.68 –2.81 –24.5 NYSE American Biggest % Movers Winners Name (Sym) Volume Close Change %Chg. AthenaConsumer(ACAQ) 941 9.40 +2.78 +42.0 M-tronInds(MPTI) 823 23.57 +4.92 +26.4 IndonesiaEnergy(INDO) 4629 3.99 +0.59 +17.4 StandardLithium(SLI) 6044 3.09 +0.43 +16.2 RileyExpln(REPX) 226 31.63 +3.85 +13.9 BM Tech(BMTX) 120 2.59 +0.28 +12.1 SkyHarbour(SKYH) 155 5.02 +0.52 +11.6 AmpioPharm(AMPE) 145 3.29 +0.34 +11.5 Losers Name (Sym) Volume Close Change %Chg. ArmataPharm(ARMP) 94 2.06 –0.59 –22.3 Neuraxis(NRXS) 164 3.00 –0.65 –17.8 EllomayCapital(ELLO) 36 12.60 –2.39 –15.9 Southland(SLND) 46 5.89 –0.81 –12.1 AmSharedHosp(AMS) 32 2.39 –0.30 –11.2 TrioTech(TRT) 141 6.82 –0.83 –10.8 Birks(BGI) 128 3.94 –0.46 –10.5 BoqiiHolding(BQ) 19 3.00 –0.35 –10.4 Nasdaq Biggest % Movers Winners Name (Sym) Volume Close Change %Chg. P&FIndustries(PFIN) 361 12.65 +6.05 +91.7 AmbrxBio(AMAM) 5286 14.05 +3.32 +30.9 TurnstoneBiologics(TSBX) 609 3.05 +0.71 +30.3 5EAdvMatls(FEAM) 899 3.10 +0.67 +27.6 ComtechTel(CMTL) 2438 10.37 +2.15 +26.2 Exscientia(EXAI) 4249 5.83 +1.18 +25.4 VOXX Intl(VOXX) 743 9.27 +1.66 +21.8 ModivCare(MODV) 1010 35.90 +6.27 +21.2 Losers Name (Sym) Volume Close Change %Chg. AkeroTherap(AKRO) 48638 14.63 –35.70 –70.9 PMV Pharm(PMVP) 10752 2.00 –4.60 –69.7 OutsetMedical(OM) 16743 3.39 –6.62 –66.1 MSP Recovery(LIFW) 2528 2.17 –2.41 –52.6 89bio(ETNB) 24895 7.62 –8.41 –52.5 MoneyHero(MNY) 1183 3.35 –3.28 –49.5 SilkRoadMed(SILK) 26139 7.63 –6.81 –47.2 SMART Global(SGH) 10325 13.10 –11.23 –46.2 NYSE Most Active Volume Percentage Leaders Name (Sym) Volume %Chg. Close Change EG Acqn A(EGGF) 455 1508.0 10.65 –0.02 MiX Telematics(MIXT) 1068 1279.8 5.59 +0.09 ZalatorisAcqn(TCOA) 579 769.8 10.53 –0.02 TortoiseEcoIII A(TRTL) 3339 699.0 10.48 +0.01 BeardEnerA(BRD) 725 655.2 10.73 –0.17 SouthportAcqnA(PORT) 458 571.2 10.61 +0.05 ScullyRoyalty(SRL) 134 388.7 4.88 –1.08 HyattHotels(H) 15919 383.5 105.10 +0.68 DaVita(DVA) 16638 369.6 73.20 –16.39 PioneerNatRscs(PXD) 43872 364.4 248.29 +10.86 AnnovisBio(ANVS) 549 301.4 7.86 –0.82 ProofAcqnIA(PACI) 259 273.8 10.74 0.00 PagerDuty(PD) 19589 245.8 20.59 –1.29 TD Synnex(SNX) 7096 235.2 94.79 –2.85 FreseniusMed(FMS) 6618 227.2 17.13 –3.53 C5AcqnA(CXAC) 758 202.3 10.77 –0.09 CRH(CRH) 18096 202.1 57.53 +0.95 twoA(TWOA) 261 201.0 10.51 +0.01 Euronav(EURN) 21462 200.7 17.83 +0.58 BrookfieldInfr(BIP) 5639 194.9 25.98 –2.05 By Share Volume Name (Sym) Volume Close Change %Chg. PalantirTech(PLTR) 374209 17.36 +0.75 +4.5 BankofAmerica(BAC) 229496 26.76 +0.69 +2.6 FordMotor(F) 203676 11.81 –0.19 –1.6 NIO(NIO) 181542 8.47 –0.25 –2.9 AT&T(T) 170736 14.36 –0.09 –0.6 ChargePoint(CHPT) 169914 3.44 –0.87 –20.2 ExxonMobil(XOM) 155651 109.87 +2.70 +2.5 Carnival(CCL) 144426 12.26 –1.00 –7.5 AMC Ent(AMC) 140764 9.50 +0.24 +2.6 NextEraEnergy(NEE) 116015 54.49 +4.25 +8.5 Pfizer(PFE) 113074 32.11 –1.02 –3.1 NuHoldings(NU) 112102 7.76 +0.38 +5.1 Snap(SNAP) 111684 8.68 +0.05 +0.6 Tupperware(TUP) 107681 2.19 +0.93 +73.8 Nokia(NOK) 107098 3.51 –0.05 –1.4 Verizon(VZ) 101410 30.67 –0.18 –0.6 SouthwesternEner(SWN) 99023 6.73 +0.29 +4.5 Citigroup(C) 96598 41.43 +0.86 +2.1 PetroleoBrasil(PBR) 95328 15.44 +1.35 +9.6 Coca-Cola(KO) 91549 52.89 –0.25 –0.5 By Dollar Volume Name (Sym) $ Volume Close Change %Chg. BerkHathwy A(BRK.A) 20688263522700.00–2725.00 –0.5 ExxonMobil(XOM) 16791736 109.87 +2.70 +2.5 EliLilly(LLY) 12842188 609.20 +43.98 +7.8 PioneerNatRscs(PXD) 10563394 248.29 +10.86 +4.6 JPMorganChase(JPM) 9795852 148.00 +2.90 +2.0 UnitedHealth(UNH) 8064420 539.40 +14.59 +2.8 Chevron(CVX) 6958370 164.06 +1.83 +1.1 PalantirTech(PLTR) 6605774 17.36 +0.75 +4.5 Boeing(BA) 6424975 184.91 –2.47 –1.3 BankofAmerica(BAC) 6103857 26.76 +0.69 +2.6 NextEraEnergy(NEE) 6040154 54.49 +4.25 +8.5 Visa(V) 5714866 237.67 +2.63 +1.1 Alibaba(BABA) 5226949 84.02 –2.04 –2.4 LockheedMartin(LMT) 5216248 441.06 +40.33 +10.1 Coca-Cola(KO) 4858086 52.89 –0.25 –0.5 BerkHathwy B(BRK.B) 4739062 345.09 –1.25 –0.4 Mastercard(MA) 4465015 398.03 +0.06 +0.0 Disney(DIS) 4440391 84.35 +1.41 +1.7 J&J(JNJ) 4358176 156.85 –0.79 –0.5 Procter&Gamble(PG) 4241279 144.69 +0.60 +0.4 NYSE American Most Active Volume Percentage Leaders Name (Sym) Volume %Chg. Close Change M-tronInds(MPTI) 823 2038.7 23.57 +4.92 AthenaConsumer(ACAQ) 941 625.0 9.40 +2.78 QuantumFin(QFTA) 238 332.0 10.71 +0.01 EVeMobilityA(EVE) 431 305.6 10.71 +0.02 Chase(CCF) 1357 83.2 126.67 –0.63 HNR Acqn(HNRA) 73 50.2 10.82 +0.05 CheniereEnergy(LNG) 9052 35.7 176.71 +13.36 Cryo-Cell(CCEL) 87 28.7 4.93 –0.14 IssuerDirect(ISDR) 50 24.0 17.00 –0.68 CheniereEnerPtrs(CQP) 1170 22.6 54.84 +2.67 ImperialOil(IMO) 2903 17.5 60.70 +3.41 AdamsRscs(AE) 38 3.9 31.78 +0.23 AmbiparEmergency(AMBI) 70 2.1 5.98 –0.42 NatlHealthcare(NHC) 174 1.1 64.20 –2.17 GranTierraEner(GTE) 1868 0.4 6.77 +0.68 IvanhoeElectric(IE) 2196 –0.2 10.05 –0.82 EmpirePetrol(EP) 182 –0.9 9.39 +0.69 TrioTech(TRT) 141 –5.6 6.82 –0.83 CoreMoldingTech(CMT) 380 –7.2 27.27 –0.88 EvansBancorp(EVBN) 50 –7.6 27.61 –0.06 By Share Volume Name (Sym) Volume Close Change %Chg. MatinasBioPharma(MTNB) 431689 0.21 +0.03 +13.5 FOXOTechnologies(FOXO) 107469 0.12 –0.00 –1.3 Tellurian(TELL) 92885 0.88 –0.14 –13.4 DenisonMines(DNN) 80246 1.46 –0.14 –8.8 AultAlliance(AULT) 73905 0.17 –0.10 –38.6 CamberEnergy(CEI) 66026 0.42 +0.13 +44.8 BetterChoice(BTTR) 54243 0.21 +0.07 +45.4 ChinaPharma(CPHI) 42227 0.12 –0.01 –8.3 B2Gold(BTG) 38658 3.20 +0.27 +9.2 Polished.com(POL) 30809 0.07 –0.01 –8.6 UraniumEner(UEC) 28946 5.15 –0.16 –3.0 Cybin(CYBN) 25359 0.58 +0.01 +2.2 GeniusGroup(GNS) 17943 0.99 –0.05 –4.8 Globalstar(GSAT) 16397 1.28 –0.09 –6.6 UniqueFabricating(UFAB) 16003 0.28 +0.06 +29.5 EquinoxGold(EQX) 13106 4.42 +0.25 +6.0 NewGold(NGD) 11993 1.03 –0.02 –1.9 Zomedica(ZOM) 10760 0.17 –0.00 –2.1 RingEnergy(REI) 10755 1.77 +0.04 +2.3 EnergyFuels(UUUU) 10670 7.54 –0.15 –2.0 By Dollar Volume Name (Sym) $ Volume Close Change %Chg. CheniereEnergy(LNG) 1553834 176.71 +13.36 +8.2 Chase(CCF) 172232 126.67 –0.63 –0.5 MatinasBioPharma(MTNB) 172072 0.21 +0.03 +13.5 ImperialOil(IMO) 169318 60.70 +3.41 +6.0 UraniumEner(UEC) 151790 5.15 –0.16 –3.0 DenisonMines(DNN) 118428 1.46 –0.14 –8.8 B2Gold(BTG) 116135 3.20 +0.27 +9.2 Tellurian(TELL) 86446 0.88 –0.14 –13.4 EnergyFuels(UUUU) 79702 7.54 –0.15 –2.0 CheniereEnerPtrs(CQP) 63407 54.84 +2.67 +5.1 EquinoxGold(EQX) 55884 4.42 +0.25 +6.0 Seaboard(SEB) 38345 3480.00 –175.57 –4.8 CentrusEnergy(LEU) 35633 52.82 –2.34 –4.2 MAG Silver(MAG) 30421 10.94 +0.64 +6.2 SilverCrestMetals(SILV) 27405 4.90 +0.47 +10.6 NovaGoldRscs(NG) 24833 3.78 +0.26 +7.4 IvanhoeElectric(IE) 23411 10.05 –0.82 –7.5 CamberEnergy(CEI) 23059 0.42 +0.13 +44.8 Globalstar(GSAT) 22436 1.28 –0.09 –6.6 AultAlliance(AULT) 19829 0.17 –0.10 –38.6 Nasdaq Most Active Volume Percentage Leaders Name (Sym) Volume %Chg. Close Change GoresIX A(GHIX) 3213 1822.6 10.40 0.00 AkeroTherap(AKRO) 48638 1221.2 14.63 –35.70 MontereyCapA(MCAC) 1358 859.2 10.72 +0.09 NatlWesternLife(NWLI) 440 655.9 480.34 +63.15 CompassDigitalAcqn(CDAQ) 4313 519.0 10.53 +0.08 DPCapAcqnIA(DPCS) 174 515.5 10.73 +0.02 SilkRoadMed(SILK) 26139 486.4 7.63 –6.81 MiratiTherap(MRTX) 43940 472.3 55.95 –4.25 OutsetMedical(OM) 16743 467.7 3.39 –6.62 89bio(ETNB) 24895 410.6 7.62 –8.41 PMV Pharm(PMVP) 10752 395.0 2.00 –4.60 InMode(INMD) 31965 360.6 20.75 –7.96 NeoGames(NGMS) 1555 355.6 25.83 –1.32 PonoCapitalThree(PTHR) 956 342.6 10.57 +0.01 AtlCoastal II A(ACAB) 336 334.0 10.59 +0.04 MoneyHero(MNY) 1183 306.6 3.35 –3.28 HudsonAcqnI(HUDA) 593 302.1 10.64 –0.01 ScholarRock(SRRK) 6366 298.3 7.84 +0.47 BurTechAcqnA(BRKH) 152 295.5 10.55 0.00 FrequencyElec(FEIM) 258 281.3 7.16 +0.23 By Share Volume Name (Sym) Volume Close Change %Chg. Tesla(TSLA) 541104 251.12 –9.41 –3.6 HubCyberSecurity(HUBC) 377728 0.44 +0.20 +85.5 RVL Pharm(RVLP) 355339 0.07 –0.05 –42.2 AdvMicroDevices(AMD) 261591 105.09 –2.15 –2.0 Apple(AAPL) 241508 178.85 +1.36 +0.8 Amazon.com(AMZN) 222614 129.79 +1.83 +1.4 AmerAirlines(AAL) 222448 11.72 –1.04 –8.2 Rivian(RIVN) 214376 19.30 +0.38 +2.0 NVIDIA(NVDA) 211118 454.61 –3.01 –0.7 Nikola(NKLA) 159132 1.29 –0.11 –7.9 Lucid(LCID) 140113 5.16 +0.03 +0.6 CanopyGrowth(CGC) 122360 0.70 –0.00 –0.7 Alphabet A(GOOGL) 121130 137.36 –0.22 –0.2 Intel(INTC) 114202 35.97 –0.22 –0.6 MetaPlatforms(META) 105267 314.69 –0.74 –0.2 SoFiTech(SOFI) 104678 8.12 +0.13 +1.6 Microsoft(MSFT) 100889 327.73 +0.47 +0.1 Alphabet C(GOOG) 93812 138.58 –0.15 –0.1 WarnerBrosA(WBD) 90510 10.37 +0.09 +0.9 WalgreensBoots(WBA) 89200 23.25 +1.44 +6.6 By Dollar Volume Name (Sym) $ Volume Close Change %Chg. Tesla(TSLA) 140582611 251.12 –9.41 –3.6 NVIDIA(NVDA) 96758235 454.61 –3.01 –0.7 Apple(AAPL) 43189334 178.85 +1.36 +0.8 MetaPlatforms(META) 33577366 314.69 –0.74 –0.2 Microsoft(MSFT) 33187665 327.73 +0.47 +0.1 Amazon.com(AMZN) 28764282 129.79 +1.83 +1.4 AdvMicroDevices(AMD) 28189070 105.09 –2.15 –2.0 Alphabet A(GOOGL) 16803590 137.36 –0.22 –0.2 Alphabet C(GOOG) 13119929 138.58 –0.15 –0.1 Netflix(NFLX) 12289501 355.68 –25.83 –6.8 Broadcom(AVGO) 10339785 883.18 +37.92 +4.5 Adobe(ADBE) 7972618 548.76 +22.08 +4.2 PepsiCo(PEP) 6737133 160.00 –0.29 –0.2 SuperMicroComp(SMCI) 5725501 285.20 –4.47 –1.5 Costco(COST) 4557304 566.84 +9.31 +1.7 PaloAltoNtwks(PANW) 4354416 259.40 +12.71 +5.2 Amgen(AMGN) 4228952 284.10 +16.63 +6.2 Intel(INTC) 4133676 35.97 –0.22 –0.6 Rivian(RIVN) 4109836 19.30 +0.38 +2.0 PDD(PDD) 3954743 106.10 +0.46 +0.4 For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

32 BARRON’S October 16, 2023 U.S. banks. We expect bank ratings will continue to be pressured, given the environment and the number of banks currently with negative outlooks or under review. The American Bankers Association took issue with the rating-agency assessments in a strongly worded release on its website. The association noted that lending rates are rising, so margins shouldn’t be squeezed as much as assumed by the agencies, and that floating-rate loans and refinancing maturities have somewhat buffered net interest margin. Capital ratios are higher than required by regulators, and real estate portfolios are highly diversified. Many banks have indicated that the commercial real estate may be in more resilient subcomponents of office space, such as medical space, suburban office buildings, and newer class A properties. Despite the rosier outlook from the bank trade association, not all is rosy for lowerrated banks with less diversified lending portfolios and large holdings of longerdated investments, especially considering a potential economic slowdown and the refinancing needs of commercial real estate, as well as regulatory changes. —Patricia Healy Small Stocks, Big Dividends Blog The Prudent Speculator theprudentspeculator.com Oct. 6: Larger companies tend to be given credit for their business’ maturity, allowing them to build up balance-sheet cash and pay dividends. Smaller companies aren’t knocked for their dividend payment programs or strong balance sheets, but investors often jump to conclusions about corporate stability by looking at company size. We crunched numbers for nearly 2,500 dividend-paying companies between 2009 and 2022 and found that dividend hikes in Small-Cap and Micro-Cap stocks outpaced Large-Cap and Giant-Cap hikes by approximately a factor of two. The theme carries over to the broad index level. The yield for Small-Caps is 2.9% (Russell 2000 index), 0.9% higher than that of Large-Caps (Russell 1000 index). The broad indexes don’t target dividend-payers specifically. As of Sept. 30, 67% of Large-Cap constituents and 39% of Small-Cap constituents paid a dividend over the past year. —John Buckingham, Jason R. Clark, and team MARKET VIEW This commentary was issued recently by money managers, research firms, and market newsletter writers. Edited by Barron’s staff. To be considered for this section, material, with the author’s name and address, should be sent to [emailprotected]. Geopolitics and Gold Articles Ahead of the Herd aheadoftheherd.com Oct. 13: Last week the yellow metal skidded to a seven-year low, with World Gold Council analysts noting that September was the fourth consecutive month of outflows from gold ETFs. Gold’s performance this year has been flat—the gains between March and May canceled out by the losses from May to October. Headwinds have included receding fears of a U.S. slowdown, surging bond yields, and better-performing equities. On Oct. 4, gold came within 10 bucks of a 2023 low of $1,811.20. Then came news of the attack on Israel by Hamas, a Sunni Islamist organization that governs the Gaza Strip of the Palestinian territories. Gold immediately reacted, climbing from $1,837 on Oct. 8, the day of the invasion, to $1,874 on Oct. 11, a bump of $37. While a 2% increase isn’t enough to stir excitement among gold bugs, it’s the threat of the conflict escalating, along with macroeconomic factors, that will be the catalyst for the next sustained upturn in the gold price. —Richard (Rick) Mills Fed’s Tacit Rate Target: 6.5% US Watch - Quick Insights TS Lombard tslombard.com Oct. 13: September CPI data don’t support the Fed’s narrative that disinflation will march on, albeit in fits and starts, even if the economy keeps growing and unemployment stays low. The nascent upturn in the economy that began in late Q2 is beginning to reverse disinflation, as well. This was evident in some PPI series and inside the September CPI report, as well. Assuming the economy keeps growing, and most signs point in this direction near term, the Fed will get back to hiking, with 6.5% as the tacit target. Whether the economy holds up until they get there is a different story for a different day. —Steven Blitz Echoes of the 1987 U.S. Focus - Equities NDR Ned Davis Research ndr.com Oct. 12: The cap-weighted averages have posted strong gains year to date, but underlying market breadth has been weak. Inflation fears have pushed interest rates higher, prompting concerns over more rate hikes. Rate-sensitive sectors have underperformed. More recently, the dollar has strengthened, potentially hindering an earnings recovery. Heading into October, the S&P 500 pulled back nearly 8% from its summer high. The above paragraph summarizes 2023. It also describes 1987. While the similarities are glaring, however, a closer examination reveals several deviations. In 1987, the market was more overbought, the October decline before the crash was far more pronounced, interest rates were higher, economic growth and inflation were accelerating, and cyclical sectors were stronger. Two key market structures distinguish 1987 from 2023. Portfolio insurance was the foolproof way to protect against losses, until it became ubiquitous and exacerbated the selling. And, in the aftermath of the crash, circuit breakers were installed to make a 20% decline in a single day like on Oct. 19, 1987, almost impossible. While there are several high-level similarities, not enough line up to conclude that a crash-like event is likely. More important, most of our models haven’t deteriorated enough to support the case. —Ed Clissold, Thanh Nguyen Sizing Up the Banks Market Commentary Cumberland Advisors cumber.com Oct. 11: Since March, Moody’s and S&P have downgraded numerous banks in response to the banking crisis and the weaknesses it exposed. In August, there was another round of rating actions. In early August, Moody’s took negative action on 27 banks, downgrading 10, placing six under review negative, and changing the outlook to negative on 11. Later in August, S&P downgraded five banks, with several others assigned negative outlooks. In midAugust, Fitch also released a comment on “September CPI data don’t support the Fed’s narrative that disinflation will march on, albeit in fits and starts, even if the economy keeps growing and unemployment stays low. The nascent upturn in the economy that began in late Q2 is beginning to reverse disinflation.” Steven Blitz, TS Lombard Market Sentiment Citigroup Panic/Euphoria Model Last +0.02 Euphoria Neutral Panic -0.6 -0.4 -0.2 0 0.2 0.4 0.6 S O N D J F M A M J J A S O The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and sell signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be higher one year later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later. Source: Citigroup Investment Research - US Equity Strategy For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 33 A 63.88 38.30 AAR AIR ... 31 58.07 –1.44 ... 49.58 37.61 ABMIndustries ABM 2.0 12 44.03 +2.72 .22 6.62 4.27 ACCO Brands ACCO 5.7 dd 5.24 –0.05 .075 10.72 7.23 AcresCmclRlty ACR ... dd 8.15 –0.10 ... 5.75 0.68 ADC Therap ADCT ... dd .80 –0.04 ... 10.10 4.89 ADT ADT 2.2 dd 6.28 –0.17 .035 92.16 68.08 AECOM ACM .9 85 80.75 –1.29 .18 29.89 11.43 AES AES 5.0 dd 13.16 +0.71.1659 81.01 58.92 Aflac AFL 2.1 11 80.25 +2.65 .42 145.53 107.24 AGCO AGCO 1.0 8 118.45 +0.84 .29 7.05 3.74 AG Mortgage MITT14.0 9 5.14 –0.09 .18 25.80 3.60 a.k.a.Brands AKA ... dd 5.20 +0.93 ... 80.74 7.05 AMC Ent AMC ... dd 9.50 +0.24 ... 129.04 72.10 AMN Healthcare AMN ... 10 73.89 –4.24 ... 37.72 4.80 AMTD Digital HKD ... 24 5.51 –0.04 ... 2.56 1.13 AMTD IDEA AMTD ... 1 1.20 ... ... 11.20 10.16 AP Acqn A APCA ... 81 10.98 +0.01 ... 3.87 2.11 ARC Document ARC 6.8 11 2.93 –0.20 .05 9.03 4.73 ASE Tech ASX 5.5 11 7.66 –0.05.5714 99.69 63.27 ASGN ASGN ... 17 82.25 +2.87 ... 21.53 13.43 AT&T T 7.7 dd 14.36 –0.09.2775 47.92 25.39 ATI ATI ... 19 37.48 –2.07 ... 59.00 6.00 ATI PhysTherapy ATIP ... dd 7.45 –0.98 ... 48.89 30.90 ATS ATS ... 36 39.29 –0.87 ... 19.79 10.04 A10Networks ATEN 2.2 18 10.91 –0.57 .06 63.99 48.67 AXIS Capital AXS 3.0 15 57.79 +1.35 .44 34.96 15.12 AZEK AZEK ... cc 27.13 –1.05 ... 50.86 33.97 AZZ AZZ 1.4 17 47.06 +2.29 .17 16.16 7.65 Aaron's AAN 5.3 dd 9.37 –0.42 .125 115.83 89.67 AbbottLabs ABT 2.2 31 90.87 –6.01 .51 168.11 130.96 AbbVie ABBV 4.0 30 147.96 –0.28 1.48 63.04 15.92 Abercrombie&Fitch ANF ... 28 60.39 +5.38 ... 16.36 12.37 AcadiaRealty AKR 5.2 dd 13.96 +0.30 .18 12.05 7.26 AccelEnt ACEL ... 16 10.22 –0.67 ... 330.44 242.80 Accenture ACN 1.7 28 301.83 –10.36 1.29 10.40 9.72 AcropolisInfrA ACRO ... 60 10.30 +0.01 ... 202.90 149.30 AcuityBrands AYI .3 17 178.58 –3.08 .13 61.98 42.06 Acushnet GOLF 1.5 16 51.89 –0.92 .195 11.98 6.95 Adecoagro AGRO 3.0 12 10.69 –0.08.1626 47.50 29.58 Adient ADNT ... 29 35.51 –0.41 ... 47.25 33.59 AdtalemGlbEduc ATGE ... 21 44.41 +0.50 ... 194.35 49.28 AdvanceAuto AAP 2.0 9 50.75 –1.24 .25 134.94 75.02 AdvDrainageSys WMS .5 19 115.99 –0.75 .14 44.57 28.13 AdvanSix ASIX 2.2 7 28.79 –0.05 .16 5.69 3.96 Aegon AEG 5.0 ... 4.72 –0.14.1528 5.90 1.52 Aenza AENZ ... dd 2.09 –0.04 ... 69.50 48.46 AerCap AER ... 8 58.97 –1.80 ... 2.38 0.67 AevaTech AEVA ... dd .72 –0.01 ... 180.63 113.65 AffiliatedMgrs AMG .0 5 125.32 –5.30 .01 160.26 106.82 AgilentTechs A .8 29 110.51 –0.13 .225 20.17 5.24 Agiliti AGTI ... cc 5.41 –0.21 ... 29.44 15.00 agilon health AGL ... dd 18.15 –0.12 ... 61.15 40.08 AgnicoEagleMines AEM 3.3 9 48.60 +3.50 .40 75.71 53.44 AgreeRealty ADC 5.4 31 54.90 +0.25 .247 46.20 31.47 AirLease AL 2.2 8 35.74 –2.02 .20 328.56 232.16 AirProducts APD 2.5 29 285.46 +4.40 1.75 200.81 134.39 AlamoGroup ALG .5 16 170.44 –3.33 .22 14.12 7.13 AlamosGold AGI .8 30 12.20 +0.65 .025 57.18 32.82 AlaskaAir ALK ... 27 33.07 –2.00 ... 115.39 81.58 AlbanyIntl AIN 1.2 32 84.55 –0.20 .25 334.55 152.00 Albemarle ALB 1.0 5 163.38 +3.54 .40 27.61 19.14 Albertsons ACI 2.1 11 22.40 –0.22 .12 57.61 25.59 Alcoa AA 1.5 dd 26.58 –0.57 .10 86.20 56.42 Alcon ALC ... cc 75.20 –0.65 ... 20.75 16.03 Alexander&Baldwin ALEX 5.5 dd 16.10 –0.26 .22 247.35 155.60 Alexander's ALX 10.2 9 175.78 +3.114.50 172.65 95.21 AlexandriaRlEst ARE 5.0 29 98.88 +1.11 1.24 121.30 58.01 Alibaba BABA ... 18 84.02 –2.04 ... 10.19 6.33 Alight ALIT ... dd 6.72 +0.13 ... 128.36 88.82 Allegion ALLE 1.7 18 103.48 –0.21 .45 4.89 1.55 Allego ALLG ... dd 1.84 –0.32 ... 67.45 48.78 Allete ALE 5.0 16 53.81 +0.53.6775 42.00 29.05 AllianceBernstein AB 8.9 13 29.40 –1.52 .61 61.53 35.92 AllisonTransm ALSN 1.6 9 58.57 –0.73 .23 142.15 100.57 Allstate ALL 3.0 dd 120.32 +7.17 .89 10.94 2.63 AllurionTech ALUR ... dd 4.72 –0.03 ... 35.78 21.59 AllyFinancial ALLY 4.9 7 24.58 –0.66 .30 6.40 4.80 AlmacenesExito EXTO ... cc 5.02 +0.18 ... 267.60 130.54 AlphaMetal AMR .9 4 223.59 –21.54 .50 20.79 15.03 AlpineIncmProp PINE 6.5 13 16.95 +0.32 .275 20.60 10.67 AltaEquipment ALTG 2.1 74 10.93 –0.65 .057 10.77 9.74 AltC Acqn ALCC ... 59 10.30 –0.02 ... –52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt. 70.63 27.92 Alteryx AYX ... dd 35.21 –2.07 ... 7.06 2.01 AlticeUSA ATUS ... dd 3.05 +0.09 ... 48.11 40.91 Altria MO 9.2 11 42.66 +0.59 .98 11.29 4.08 AltusPower AMPS ... dd 5.26 +0.62 ... 17.75 11.33 AmbacFin AMBC ... 1 11.47 –0.82 ... 3.24 2.40 Ambev ABEV 4.3 15 2.55 +0.01.1457 12.78 8.62 Amcor AMCR 5.6 12 8.71 –0.14.1225 31.09 15.79 AmerantBncpA AMTB 2.0 9 18.38 –0.09 .09 92.44 69.71 Ameren AEE 3.2 18 77.95 +3.95 .63 68.86 31.63 Ameresco AMRC ... 34 33.30 +0.11 ... 23.07 16.15 AmericaMovil AMX 2.1 11 16.77 +0.17.1967 29.73 16.04 AmericanAssets AAT 7.2 23 18.29 +0.10 .33 11.19 6.61 AmericanAxle AXL ... 20 7.02 –0.11 ... 17.53 9.84 AmerEagle AEO 2.4 16 16.82 +0.61 .10 54.44 28.05 AmerEquity AEL .7 10 53.31 –0.21 .36 182.15 132.21 AmerExpress AXP 1.6 15 151.10 +1.78 .60 150.98 108.19 AmericanFin AFG 2.6 11 109.12 –3.37 .71 37.97 28.79 AmHomes4Rent AMH 2.5 35 34.85 +0.89 .22 64.88 45.66 AIG AIG 2.4 10 61.09 +0.22 .36 31.59 14.01 AmRltyInv ARL ... 1 14.70 +0.23 ... 100.51 75.20 AmerStWater AWR 2.2 25 78.60 –0.71 .43 28.64 6.15 AmerStratInvt NYC ... dd 9.00 +0.03 ... 235.57 154.58 AmerTowerREIT AMT 3.8 81 166.96 +7.39 1.62 24.13 9.85 AmerVanguard AVD 1.2 26 10.15 +0.11 .03 162.59 115.39 AmerWaterWorks AWK 2.4 25 118.04 –0.81.7075 4.39 1.02 AmericanWell AMWL ... dd 1.03 –0.05 ... 33.90 21.49 AmericoldRealty COLD 3.2 dd 27.18 –2.14 .22 358.02 257.10 Ameriprise AMP 1.7 15 324.91 –1.53 1.35 164.75 113.13 Ametek AME .7 28 148.64 –1.58 .25 4.74 1.24 AmnealPharm AMRX ... dd 3.84 –0.35 ... 4.00 2.15 Ampco-Pitt AP ... 34 2.59 –0.11 ... 90.28 66.95 Amphenol APH 1.0 27 81.90 –1.47 .21 10.38 5.97 AmplifyEnergy AMPY ... 1 7.34 +0.57 ... 12.55 3.28 AmpriusTech AMPX ... dd 3.49 –1.00 ... 19.97 10.55 Amrep AXR ... 4 16.49 –0.51 ... 10.92 10.10 AndrettiAcqnA WNNR ... 77 10.75 ... ... 11.02 4.43 AngelOakMtgREIT AOMR15.9 dd 8.05 –0.20 .32 30.27 12.29 AngloGoldAsh AU 1.1 ... 19.50 +3.55.0337 67.09 45.02 AB InBev BUD 1.1 17 53.71 +0.91.8245 24.43 16.33 AnnalyCap NLY 14.8 dd 17.53 –0.19 .65 23.89 7.60 AnnovisBio ANVS ... dd 7.86 –0.82 ... 12.49 9.56 AnteroMidstream AM 7.2 18 12.47 +0.59 .225 40.19 19.91 AnteroResources AR ... 6 27.83 +2.18 ... 9.85 4.33 AnywhereRealEst HOUS ... dd 4.95 –0.36 ... 347.37 270.30 Aon AON .8 25 326.10 –0.94 .615 40.28 29.64 AptIncmREIT AIRC 5.8 15 31.12 +0.42 .45 8.93 5.82 ApartmtInv AIV ... dd 6.57 –0.07 ... 29.57 14.09 APi Group APG ... 91 25.66 –0.57 ... 12.75 8.58 ApolloComRlEst ARI 13.9 13 10.09 +0.24 .35 93.18 47.28 ApolloGlbMgmt APO 2.0 41 87.56 –3.01 .43 10.81 9.87 ApolloStratII A APGB ... 40 10.59 –0.07 ... 18.22 13.66 AppleHospREIT APLE 6.1 22 15.64 +0.60 .08 –52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt. 163.61 106.95 AppliedIndlTechs AIT .9 18 159.43 +3.10 .35 133.79 92.55 Aptargroup ATR 1.3 33 125.97 –0.44 .41 124.88 80.75 Aptiv APTV ... 29 94.96 –2.01 ... 33.01 23.55 Aramark ARMK 1.7 12 25.35 +0.75 .11 17.74 10.10 ArborRealty ABR 11.6 8 14.23 +0.55 .43 32.49 20.80 ArcelorMittal MT ... 4 22.78 –1.48 ... 175.10 102.42 ArchResources ARCH .6 3 154.48 –0.47 3.72 7.49 1.62 ArcherAviation ACHR ... dd 5.11 +0.03 ... 98.28 69.92 ADM ADM 2.5 10 73.32 +0.46 .45 13.79 6.70 Archrock AROC 4.8 31 12.95 +0.57 .155 11.47 6.73 ArcosDorados ARCO 2.0 12 9.45 +0.53 .04 79.38 52.04 Arcosa ACA .3 12 68.20 –3.20 .05 36.13 15.53 ArcusBiosci RCUS ... dd 16.12 –0.59 ... 5.90 2.67 ArdaghMetalPkg AMBP14.9 23 2.68 –0.20 .10 19.41 9.99 ArdmoreShipping ASC 5.8 3 13.15 +0.59 .19 10.79 9.94 AresAcqnA AAC ... dd 10.78 +0.02 ... 10.37 10.10 AresAcqnII A AACT ... ... 10.29 +0.01 ... 12.75 7.52 AresCommRealEst ACRE14.2 dd 9.27 +0.21 .33 112.15 60.77 AresMgmt ARES 2.8 67 108.53 +0.11 .77 47.80 31.64 Argan AGX 2.6 17 45.90 –1.58 .30 30.13 21.69 ArgoGroup ARGO 4.2 dd 29.72 –0.09 .31 17.81 6.69 ArisWater ARIS 4.0 26 9.10 –0.91 .09 198.70 100.33 AristaNetworks ANET ... 35 189.85 –4.17 ... 4.84 2.53 ArlingtonAsset AAIC ... 16 4.36 +0.07 ... 11.54 2.93 ArloTech ARLO ... dd 8.44 –1.14 ... 13.73 9.93 ArmadaHoffler AHH 7.5 20 10.35 –0.09 .195 33.38 18.12 ArmourResREIT ARR 26.4 dd 18.19 –0.58 .40 83.40 62.03 ArmstrongWorld AWI 1.4 15 70.75 +0.14 .254 147.42 93.16 ArrowElec ARW ... 6 114.62 –5.42 ... 42.97 25.97 ArtisanPtrsAsset APAM 6.3 12 35.50 –0.65 .61 17.97 9.83 Artivion AORT ... dd 13.41 –2.10 ... 26.27 11.32 Asana ASAN ... dd 17.58 +0.51 ... 256.39 138.88 AsburyAutomotive ABG ... 5 212.40 +1.52 ... 8.43 2.06 AshfordHosp AHT ... dd 2.20 –0.11 ... 114.36 75.65 Ashland ASH 2.0 dd 75.93 –3.11 .385 14.44 5.33 AspenAerogels ASPN ... dd 8.32 +0.47 ... 33.00 17.63 AssetMarkFin AMK ... 17 24.08 –0.40 ... 25.50 14.47 AssociatedBanc ASB 5.3 6 16.00 –0.69 .21 42.97 31.01 AssocCapital AC .6 41 34.27 –0.43 .10 155.45 104.49 Assurant AIZ 1.9 23 148.13 +2.59 .70 67.13 45.21 AssuredGuaranty AGO 1.8 12 61.04 +0.63 .28 164.76 82.95 Atkore ATKR ... 7 137.26 –6.98 ... 41.04 23.32 AtlUnionBkshs AUB 4.2 10 28.65 –0.26 .30 24.69 15.06 AtlasEnergy AESI 3.5 ... 20.25 –1.06 .05 125.28 97.85 AtmosEnergy ATO 2.6 19 111.98 +3.43 .74 25.20 19.10 AtmusFiltration ATMU ... ... 20.47 +0.01 ... 3.51 1.52 ATRenew RERE ... dd 1.60 –0.62 ... 38.91 23.66 Autohome ATHM 1.9 13 28.74 –0.63 .53 103.99 71.29 Autoliv ALV 2.8 21 94.33 –1.48 .66 182.08 94.92 AutoNation AN ... 6 135.11 –1.65 ... 2750.00 2249.36 AutoZone AZO ... 19 2552.70 +3.66 ... 198.66 153.07 Avalonbay AVB 3.7 20 176.42 +4.42 1.65 –52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt. 44.77 27.46 Avangrid AGR 5.7 21 30.98 +1.48 .44 31.99 18.23 AvanosMedical AVNS ... dd 18.45 –0.64 ... 25.25 17.91 Avantor AVTR ... 34 20.99 +0.35 ... 195.95 158.93 AveryDennison AVY 1.8 26 182.69 –1.11 .81 44.74 27.65 Avient AVNT 3.0 cc 32.91 –0.73.2475 45.29 30.53 Avista AVA 5.6 17 32.73 +0.79 .46 33.68 21.83 AxaltaCoating AXTA ... 26 26.56 –1.19 ... 51.46 33.15 AxosFinancial AX ... 7 35.67 –2.26 ... 13.87 3.82 Azul AZUL ... dd 7.62 +0.21 ... B 2.29 1.00 Bark BARK ... dd 1.06 –0.09 ... 16.68 7.20 B&G Foods BGS 9.5 dd 8.00 +0.28 .19 48.38 36.15 BCE BCE 7.7 20 37.84 +0.52.7243 3.72 1.68 BEST BEST ... dd 2.22 ... ... 16.02 8.85 BGSF BGSF 6.6 11 9.10 –0.09 .15 71.52 46.92 BHP Group BHP 6.0 11 56.60 –0.35 1.60 139.50 68.30 BILL BILL ... dd 110.73 –1.39 ... 5.49 1.40 BitMining BTCM ... dd 2.98 –0.01 ... 80.41 60.33 BJ'sWholesale BJ ... 19 69.11 +0.74 ... 41.38 29.99 BP BP 3.7 7 40.01 +2.74.4362 15.35 4.52 BP Prudhoe BPT 18.5 2 5.42 +0.55.2974 8.27 2.61 BRC BRCC ... dd 2.73 –0.30 ... 2.93 1.06 BRF BRFS ... dd 2.09 +0.05 ... 22.55 16.07 BRT Apartments BRT 5.7 34 17.67 +0.56 .25 77.96 51.82 BWX Tech BWXT 1.2 32 77.36 +3.28 .23 8.13 2.72 Babco*ck&Wilcox BW ... dd 2.73 –0.62 ... 170.86 90.42 BadgerMeter BMI .8 52 136.02 –6.97 .27 2.87 1.05 Bakkt BKKT ... dd 1.08 –0.08 ... 62.14 43.58 Ball BALL 1.8 18 44.08 –2.05 .20 25.67 9.43 Bally's BALY ... dd 9.59 –0.91 ... 18.26 9.72 BancCalifornia BANC 3.2 9 12.43 +0.07 .10 6.60 2.61 BancoBBVA BBAR .0 ... 4.10 –0.18.064 8.28 4.57 BancoBilbaoViz BBVA 5.1 6 8.01 +0.01.1685 3.35 2.12 BancoBradesco BBDO 5.5 8 2.45 –0.15.0034 23.50 17.34 BancodeChile BCH 8.4 7 19.40 –0.392.1466 4.50 2.60 BancoItauChile ITCL 5.2 4 3.22 +0.05.1646 24.65 13.63 Bladex BLX 4.5 6 22.18 +0.66 .25 28.07 12.38 BancoMacro BMA .0 3 18.07 –0.90.4262 6.64 4.76 BancSanBrasil BSBR 4.7 ... 5.37 +0.13.0596 21.81 13.57 BcoSantChile BSAC 5.5 13 17.13 –0.741.2511 4.09 2.43 BancoSantander SAN 2.3 6 3.64 –0.15.0631 30.89 21.55 BanColombia CIB 4.4 8 24.98 –0.11 .852 38.60 25.47 BankofAmerica BAC 3.6 8 26.76 +0.69 .24 38.31 22.93 BankofButterfield NTB 6.6 5 26.81 +0.47 .44 82.87 30.83 BankofHawaii BOH 5.8 10 48.48 +0.33 .70 102.79 78.50 BankMontreal BMO 4.2 11 80.54 –0.511.0818 52.26 38.11 BankNY Mellon BK 4.1 12 41.18 –0.97 .42 55.91 41.87 BankNovaScotia BNS 7.2 9 43.45 –0.01.7794 40.22 15.83 BankUnited BKU 5.0 6 21.58 –0.18 .27 10.95 10.01 BanyanAcqnA BYN ... dd 10.60 –0.05 ... 9.44 6.38 Barclays BCS 5.0 ... 7.41 –0.25.1398 9.37 6.96 BaringsBDC BBDC 11.1 11 8.97 +0.01 .26 3.22 0.75 Barnes&NobleEduc BNED ... dd .79 –0.16 ... 47.36 30.96 BarnesGroup B 1.9 27 32.92 –0.13 .16 20.75 13.01 BarrickGold GOLD 2.9 dd 15.74 +1.16 .10 49.55 30.03 Bath&BodyWks BBWI 2.6 10 30.20 –1.90 .20 11.27 10.07 BatteryFutureA BFAC ... 38 10.83 –0.01 ... 21.95 12.79 Bausch+Lomb BLCO ... dd 16.37 –0.93 ... 10.23 5.57 BauschHealth BHC ... dd 7.14 –0.97 ... 58.12 31.47 BaxterIntl BAX 3.6 dd 31.84 –4.78 .29 6.02 2.89 BaytexEnergy BTE 1.5 4 4.35 +0.40.0166 1.25 0.28 Beachbody BODY ... dd .30 –0.07 ... 11.25 9.99 BeardEnerA BRD ... 60 10.73 –0.17 ... 35.93 9.47 BeazerHomes BZH ... 4 23.39 –0.36 ... 287.32 217.70 BectonDicknsn BDX 1.4 47 258.70 –3.72 .91 99.13 60.66 Belden BDC .3 10 71.02 –23.32 .05 43.14 21.09 BellRing BRBR ... 38 43.09 +1.34 ... 30.00 20.58 BenchmarkElec BHE 2.8 13 23.74 –0.40 .165 3.50 0.27 BensonHill BHIL ... dd .33 +0.03 ... 76.99 55.50 Berkley WRB .7 14 63.84 –0.07 .50 566570 410112 BerkHathwy A BRK.A ... 9 522700 –2725.00 ... 373.34 271.46 BerkHathwy B BRK.B ... 9 345.09 –1.25 ... 31.63 18.07 BerkshireHills BHLB 3.6 9 20.17 –0.20 .18 68.01 45.22 BerryGlobal BERY 1.8 11 55.64 –0.27 .25 93.32 61.85 BestBuy BBY 5.3 12 69.49 +0.73 .92 20.91 3.73 BigLots BIG 27.6 dd 4.35 +0.22 .30 6.77 0.58 BigBear.ai BBAI ... dd 1.31 –0.16 ... 1058.50 611.00 BiglariA BH.A ... 6 725.00 –104.81 ... 218.50 125.26 BiglariB BH ... 4 147.03 –11.33 ... 27.94 9.45 Biohaven BHVN ... dd 27.14 +3.12 ... 509.62 340.09 Bio-RadLab A BIO ... dd 344.73 –12.03 ... 42.51 36.00 Birkenstock BIRK ... 39 36.38 ... ... 73.98 46.43 BlackHills BKH 4.9 14 50.62 +2.24 .625 –52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt. 11.79 10.03 BlackMountainA BMAC ... 96 10.68 +0.01 ... 5.75 3.17 BlackBerry BB ... dd 3.47 –0.30 ... 785.65 547.59 BlackRock BLK 3.2 18 627.66 –20.605.00 2.37 1.10 BlackSkyTech BKSY ... dd 1.23 +0.08 ... 116.78 71.72 Blackstone BX 3.3 62 103.80 –1.33 .79 25.82 16.61 BlackstoneMtg BXMT11.7 14 21.16 +0.24 .62 2.57 0.53 BlendLabs BLND ... dd 1.20 –0.03 ... 44.02 28.83 BlockHR HRB 3.0 12 42.84 +1.98 .32 89.97 40.77 Block SQ ... dd 43.17 –0.66 ... 26.55 10.45 BloomEnergy BE ... dd 11.43 +0.30 ... 14.32 10.51 BlueOwlCapital OBDC 9.8 6 13.50 +0.09 .33 14.04 8.30 BlueOwlCapital OWL 4.3 cc 13.12 –0.53 .14 40.93 16.24 BluegreenVac BVH 2.4 9 33.70 +0.10 .20 98.33 61.36 BlueLinx BXC ... 5 73.20 –4.80 ... 10.46 9.71 BluescapeOppsAcqn BOAC ... 45 10.03 +0.02 ... 243.10 131.37 Boeing BA ... dd 184.91 –2.47 ... 112.58 58.12 BoiseCascade BCC .9 6 93.91 –3.69 .20 104.91 50.20 BootBarn BOOT ... 15 79.36 –0.93 ... 127.98 87.99 BoozAllen BAH 1.5 58 127.90 +8.42 .47 47.05 29.01 BorgWarner BWA 1.1 10 38.70 –1.18 .17 9.01 3.35 BorrDrilling BORR ... dd 7.25 +0.42 ... 422.75 296.27 BostonBeer SAM ... 66 349.24 –11.41 ... 28.98 15.13 BostonOmaha BOC ... cc 15.14 –0.89 ... 79.42 46.18 BostonProps BXP 7.1 13 55.44 +2.21 .98 55.38 39.52 BostonSci BSX ... 83 49.52 –2.60 ... 17.45 9.09 Bowlero BOWL ... 35 10.52 –0.86 ... 34.98 23.91 Box BOX ... cc 24.90 –0.43 ... 73.00 50.51 BoydGaming BYD 1.1 9 59.02 +0.22 .16 58.20 41.75 Brady BRC 1.7 15 54.22 –1.54 .235 5.60 2.22 BraemarHtls BHR 7.3 dd 2.75 +0.08 .05 7.25 3.42 BrandywineRealty BDN 14.9 28 4.04 +0.06 .15 6.48 4.49 BrasilAgro LND 10.4 10 5.60 +0.09.6018 14.43 6.26 Braskem BAK ... dd 7.50 +0.05 ... 44.52 23.19 BreadFinancial BFH 2.8 3 30.47 –0.18 .21 16.40 8.34 BridgeInvt BRDG 8.0 dd 8.45 –0.31 .17 93.60 5.60 BrightHealth BHG ... dd 6.90 +0.99 ... 98.87 57.68 BrightHorizons BFAM ... 72 81.03 +0.02 ... 3.44 0.81 BrightScholar BEDU ... ... 1.16 +0.03 ... 26.88 17.02 BrightSphere BSIG .2 10 17.31 –0.64 .01 7.96 5.21 BrightSpire BRSP13.2 dd 6.07 +0.12 .20 9.32 5.16 BrightView BV ... dd 7.50 –0.11 ... 77.47 52.63 Brink's BCO 1.3 30 70.38 –2.35 .22 42.12 26.14 BrinkerIntl EAT ... 13 30.37 +0.86 ... 81.44 55.70 BristolMyers BMY 4.0 15 56.47 –0.19 .57 0.17 0.08 BristolMyersRt CELG.RT ... ... .09 ... ... 31.89 20.08 Bristow VTOL ... 73 27.29 +0.40 ... 42.36 29.61 BritishAmTob BTI 9.5 6 29.78 –0.72.7006 24.27 18.57 BrixmorProp BRX 5.1 17 20.20 +0.31 .26 189.69 131.35 BroadridgeFinl BR 1.8 34 177.68 –2.01 .80 18.54 13.89 Broadstone BNL 7.7 16 14.46 +0.20 .28 5.07 2.27 BrookdaleSrLiving BKD ... dd 3.91 +0.12 ... 36.50 26.76 BrookfieldAsset BAM 4.0 7 32.40 +0.42 .32 26.30 16.19 BrookfieldBus BBUC 1.5 6 16.39 –1.01.0625 38.48 28.25 Brookfield BN .9 cc 32.17 +1.62 .07 48.23 30.79 BrookfieldInfr BIPC 4.9 16 30.98 –2.27.3825 38.20 25.87 BrookfieldInfr BIP 5.9 47 25.98 –2.05.3825 38.56 28.30 BrookfieldReinsur BNRE .0 ... 32.16 +1.28 .07 36.16 21.77 BrookfieldRenew BEPC 5.9 13 22.90 –0.05.3375 74.57 52.82 Brown&Brown BRO .7 27 69.71 –1.31 .115 74.42 53.52 Brown-Forman A BF.A 1.5 34 54.45 –3.14.2055 74.76 52.59 Brown-Forman B BF.B 1.5 34 53.48 –3.38.2055 93.15 64.55 Brunswick BC 2.2 10 73.93 –0.28 .40 50.35 30.18 Buckle BKE 4.2 7 33.31 +1.51 .35 8.92 6.22 Buenaventura BVN 1.0 20 8.39 +0.27 .073 30.49 13.98 Build-A-Bear BBW .0 8 26.86 –0.52 1.50 156.85 53.79 BuildersFirst BLDR ... 9 116.27 –3.04 ... 116.59 84.61 Bunge BG 2.6 8 102.17 –0.95.6625 17.70 6.09 BurfordCapital BUR 1.9 93 12.98 –0.02.0625 239.94 110.52 BurlingtonStrs BURL ... 29 116.31 –7.15 ... 5.13 0.85 ButterflyNtwk BFLY ... dd .94 –0.16 ... 26.00 16.40 BylineBancorp BY 1.8 8 19.52 +0.09 .09 C 359.33 248.16 CACI Intl CACI ... 21 338.11 +22.91 ... 58.10 29.05 CAVA CAVA ... dd 33.14 +1.53 ... 1.49 0.58 CBD Pao CBD ... dd .64 +0.03 ... 56.96 43.59 CBIZ CBZ ... 24 53.83 –0.03 ... 31.03 20.45 CBL&Assoc CBL 7.2 dd 20.81 –0.38 .375 89.58 66.43 CBRE Group CBRE ... 27 71.45 –1.33 ... 11.60 9.95 CCNeubergerIII A PRPC ... cc 10.93 +0.03 ... 112.44 60.08 CF Industries CF 1.9 7 84.55 +3.64 .40 11.85 10.01 C5AcqnA CXAC ... 99 10.77 –0.09 ... 107.66 74.78 CGI A GIB ... 20 98.06 –1.28 ... 10.21 3.34 CI&T CINT ... 23 5.56 –0.34 ... –52-Week– Tick Div High Low Name Sym Yld P/E Last Chg. Amt. NEW YORK STOCK EXCHANGE COMPOSITE LIST - NEW HIGHS - NEW LOWS Five-Day Dow Composite Monday Tuesday Wednesday Thursday Friday 33,900 33,725 33,550 33,375 33,200 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 +197.07 +134.65 +65.57 -173.73 +39.15 (Prev Fri) Bank on It: The Dow broke a three-week slump, finishing up 0.79%. Third-quarter earnings season began, and JPMorgan Chase led off the big banks by beating expectations. The shares rose 2%. DATA Statistics from October 9-13, 2023 Barron's 50-Stock Average 50 Cash Track 43 Charting the Market 30 Coming Earnings 47 Conference Call Calendar 48 Consensus Estimate 47 Delta Tactical Sentiment 47 Distributions & Offerings 46 Dividend Boosts - Reductions 48 Dividend Ex-Payment Dates 48 DJ Averages 45 DJ U.S. Total Market Industry Groups 47 Dow Jones Averages 45 Dow Jones Per Share Values 46 Exchange Traded Portfolios 42 Federal Reserve Data Bank 48 Foreign Exchange 47 Gold & Silver Prices 48 Gold Mining Index 48 Indexes P/Es & Yields 46 Initial Public Offerings 46 Investor Sentiment Readings 46 Key Foreign Market Indexes 41 Market Lab 45 Money Rates, U.S. & Foreign 47 Mutual Funds 43 N.Y. Stock Exchange 33 Nasdaq National Market 37 New Corporate Listings 46 New Highs & Lows 49 NYSE Half-Hourly Volume 46 Other Market Indexes 45 Pulse of the Economy 47 Stock Splits - Special Dividends 48 Stock Volume 46 Trading Diary 45 Vital Signs 25 Week In Stocks 46 Weekly Bond Statistics 48 Winners & Losers Stocks 31 Contact Us For queries, email us at [emailprotected] For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

34 BARRON’S October 16, 2023 DATA NEW YORK STOCK EXCHANGE COMPOSITE LIST BARRONS.COM/DATA –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. 65.72 49.87 CMS Energy CMS 3.6 22 54.02 +0.98.4875 45.42 36.17 CNA Fin CNA 4.2 11 40.24 +1.03 .42 17.98 11.43 CNH Indl CNHI 3.4 7 11.75 +0.01.3823 26.35 19.26 CNO Financial CNO 2.5 12 23.67 +0.06 .15 23.51 14.36 CNX Resources CNX ... 2 23.17 +0.99 ... 110.11 49.35 CONSOL Energy CEIX 3.0 5 107.38 +5.25 1.10 28.69 21.59 COPTDefenseProp CDP 4.7 14 24.17 +0.95 .285 60.00 32.79 CRH CRH .4 15 57.53 +0.95 .25 11.45 5.27 CS Disco LAW ... dd 5.61 –0.69 ... 21.33 15.63 CTO Realty CTO 9.4 dd 16.15 +0.12 .38 49.59 35.96 CTS CTS .4 22 39.48 –2.56 .04 48.87 10.16 C3.ai AI ... dd 24.75 ... ... 5.57 0.91 Curo CURO ... dd .94 –0.07 ... 42.21 22.60 CVR Energy CVI 6.4 6 31.38 +0.70 1.00 130.02 72.21 CVR Partners UAN 32.4 4 82.87 +2.31 4.14 104.83 64.62 CVS Health CVS 3.4 31 71.54 +1.64.605 878.15 580.00 CableOne CABO 1.8 38 649.90 +34.14 2.95 83.74 63.25 Cabot CBT 2.3 13 68.67 +0.25 .40 58.30 31.37 Cactus WHD .9 25 50.55 +3.15 .12 29.41 16.95 CadenceBank CADE 4.6 9 20.56 –0.56 .235 31.50 16.58 Cadre CDRE 1.2 35 27.66 +0.34 .08 25.04 16.35 CAE CAE ... 33 22.41 –0.44 ... 29.98 16.85 Caleres CAL 1.0 7 26.98 +0.46 .07 58.44 34.02 CaliforniaRscs CRC 2.1 5 54.63 +0.83.2825 66.12 45.44 CalWtrSvc CWT 2.2 41 47.95 –0.36 .26 77.44 39.61 Calix CALX ... 68 43.34 –0.14 ... 50.19 28.91 CallonPetrol CPE ... 3 38.39 +4.75 ... 127.60 91.82 CamdenProperty CPT 4.1 50 96.47 +0.68 1.00 42.17 21.02 Cameco CCJ .3 cc 36.41 –1.27.0941 57.78 37.94 CampbellSoup CPB 3.7 14 39.71 +0.25 .37 32.88 16.89 CampingWorld CWH 2.9 19 17.14 –0.85 .125 24.73 12.76 CanadaGoose GOOS ... 36 12.92 –1.10 ... 48.85 36.31 CIBC CM 6.8 10 37.36 –0.01.6612 129.89 105.01 CanNtlRlwy CNI 2.2 18 107.74 +0.62.5835 67.23 48.81 CanadianNatRscs CNQ 4.1 13 66.76 +5.34.6776 85.40 66.85 CdnPacKC CP .8 21 71.89 –0.96.1417 2.69 1.01 Cango CANG .0 dd 1.15 +0.02 .98 25.74 17.35 Cannae CNNE ... dd 18.24 –0.09 ... 8.82 0.18 CanoHealth CANO ... dd .18 –0.04 ... 123.09 83.93 CapitalOne COF 2.5 7 95.20 +1.66 .60 69.25 34.17 Capri CPRI ... 15 51.60 +0.03 ... 95.45 67.68 CardinalHealth CAH 2.1 94 93.22 +3.29.5006 21.78 16.55 CareTrustREIT CTRE 5.2 63 21.54 +0.85 .28 301.71 203.66 Carlisle CSL 1.3 18 256.22 –6.11 .85 87.50 52.10 CarMax KMX ... 24 68.23 +2.02 ... 19.55 7.01 Carnival CCL ... dd 12.26 –1.00 ... 17.67 6.23 Carnival CUK ... dd 11.01 –0.82 ... 72.66 33.43 CarpenterTech CRS 1.2 57 64.20 –2.83 .20 35.99 22.71 CarriageSvcs CSV 1.8 12 24.37 –0.99.1125 60.04 33.93 CarrierGlobal CARR 1.4 21 52.56 –1.72 .185 22.84 11.81 Cars.com CARS ... 10 16.15 –0.92 ... 86.76 60.66 Carter's CRI 4.6 12 65.68 +0.01 .75 57.19 3.55 Carvana CVNA ... dd 33.87 –3.78 ... 77.62 31.45 Catalent CTLT ... dd 46.40 +2.53 ... 293.88 177.53 Caterpillar CAT 1.9 17 267.94 +1.90 1.30 12.11 7.00 Cato CATO 9.4 dd 7.25 –0.22 .17 9.57 0.33 Cazoo CZOO ... dd .54 +0.10 ... 47.95 34.35 CedarFairRec FUN 3.4 8 34.83 –1.73 .30 131.05 87.92 Celanese CE 2.3 10 119.45 –0.88 .70 27.17 8.57 Celestica CLS ... 19 25.91 –0.51 ... 6.14 4.91 CementosPacasm CPAC10.0 10 4.97 –0.06.5276 8.46 3.20 Cemex CX ... 15 6.16 +0.35 ... 194.79 139.76 Cencora COR 1.0 23 188.98 +5.13.485 22.18 14.97 CenovusEnergy CVE 1.5 14 21.09 +1.69.1053 87.84 60.83 Centene CNC ... 15 71.07 +0.86 ... 31.52 25.42 CenterPointEner CNP 2.9 24 27.57 +0.70 .20 7.71 4.25 CenterraGold CGAU 4.3 dd 4.84 +0.22.0519 71.97 51.26 Centerspace CSR 5.2 34 56.47 –1.51 .73 10.39 5.67 CentraisElBras EBR .6 47 6.99 +0.27.0443 24.55 13.22 CentralPacFin CPF 6.5 6 16.09 –0.38 .26 7.63 4.06 CentralPuerto CEPU 2.0 14 6.26 +0.43.1649 82.70 40.27 CenturyComm CCS 1.5 6 61.71 –0.49 .23 79.66 51.75 CeridianHCM CDAY ... dd 72.64 +1.31 ... 14.62 3.39 ChargePoint CHPT ... dd 3.44 –0.87 ... 262.00 181.22 CharlesRiverLabs CRL ... 20 191.02 –2.44 ... 242.59 101.44 ChartIndustries GTLS ... dd 157.39 +6.23 ... 14.38 8.96 ChathamLodging CLDT 2.9 75 9.69 +0.05 .07 3.58 1.41 CheetahMobile CMCM ... dd 1.71 –0.04 ... 30.05 8.08 Chegg CHGG ... 5 8.26 –0.10 ... 574.66 431.71 Chemed CHE .3 34 502.71 –13.75 .40 39.05 25.26 Chemours CC 3.9 dd 25.67 –0.51 .25 7.24 3.25 CherryHillMtg CHMI18.3 dd 3.28 –0.11 .15 132.91 89.00 ChesapeakeUtil CPK 2.6 19 91.80 –1.62 .59 189.68 149.74 Chevron CVX 3.7 10 164.06 +1.83 1.51 52.88 16.76 Chewy CHWY ... cc 17.00 –1.75 ... 7.52 4.33 Chico'sFas CHS ... 7 7.47 +0.03 ... 7.81 4.48 ChimeraInvt CIM 13.8 dd 5.21 +0.08 .18 6.69 1.61 ChinaGreenAg CGA ... dd 2.01 –0.07 ... 12.50 6.73 ChinaYuchai CYD 3.1 8 8.95 –1.34 .28 2175.01 1344.05 Chipotle CMG ... 45 1781.48 –40.79 ... 136.02 109.49 ChoiceHotels CHH .9 22 122.76 +3.29.2875 231.37 183.40 Chubb CB 1.6 15 210.94 +1.39 .86 41.58 32.90 ChunghwaTel CHT 3.2 23 35.89 –0.281.4779 100.52 70.30 Church&Dwight CHD 1.2 49 87.70 +1.71.2725 11.00 9.90 ChurchillCapV A CCV ... 77 10.38 ... ... 11.15 9.88 ChurchillVI A CCVI ... 46 10.46 –0.02 ... 10.80 9.87 ChurchillVII A CVII ... 41 10.47 +0.01 ... 54.25 39.31 Ciena CIEN ... 28 42.00 –2.75 ... 340.11 240.50 Cigna CI 1.6 14 305.09 +16.86 1.23 19.85 8.28 Cinemark CNK ... dd 17.00 –2.66 ... 56.48 16.37 CircorIntl CIR ... 39 52.86 –1.71 ... 53.23 39.14 Citigroup C 5.1 7 41.43 +0.86 .53 44.82 23.37 CitizensFin CFG 6.5 6 25.71 –0.47 .42 4.00 1.64 Citizens CIA ... 16 2.98 +0.10 ... 10.80 3.61 CityOfficeREIT CIO 10.6 dd 3.76 –0.04 .10 36.88 17.87 Civeo CVEO 5.1 dd 19.71 –0.32 .25 86.58 53.56 CivitasRscs CIVI 10.5 6 75.85 +5.66 1.24 11.99 6.07 Clarivate CLVT ... dd 6.77 +0.28 ... 18.15 10.08 ClarosMtg CMTG12.2 26 11.19 +0.03 .25 178.33 109.36 CleanHarbors CLH ... 21 159.40 –2.68 ... 2.14 0.95 ClearChannelOutdr CCO ... dd 1.11 –0.05 ... 35.00 15.28 ClearSecure YOU 1.7 dd 16.69 –0.28 .07 20.74 13.02 ClearwaterAnalytic CWAN ... dd 19.54 –0.64 ... 45.00 29.22 ClearwaterPaper CLW ... 9 36.45 –0.34 ... 33.86 17.47 ClearwayEnergyA CWEN.A 6.3 29 20.49 +0.91.3891 36.57 18.59 ClearwayEnergyC CWEN 7.0 31 21.58 +0.79.3891 22.83 11.83 Cleveland-Cliffs CLF ... 34 15.16 –0.34 ... 7.77 4.78 ClipperRealty CLPR 7.7 dd 4.96 +0.08 .095 178.21 119.51 Clorox CLX 3.9 cc 122.45 –2.55 1.20 76.07 37.37 Cloudflare NET ... dd 61.16 –1.39 ... 4.10 1.25 CN Finance CNF ... 11 3.93 +0.40 ... 64.99 51.55 Coca-Cola KO 3.5 22 52.89 –0.25 .46 91.23 58.58 Coca-Cola Femsa KOF 3.7 14 73.55 –1.141.6528 4.55 2.02 CoeurMining CDE ... dd 2.50 +0.30 ... 78.87 52.34 Cohen&Steers CNS 4.1 19 56.03 –3.64 .57 60.46 26.29 Coherent COHR ... dd 32.72 +1.51 ... 82.09 67.62 ColgatePalm CL 2.7 40 70.95 +1.52 .48 77.34 28.40 Comerica CMA 7.0 4 40.78 +0.69 .71 192.33 101.11 ComfortSystems FIX .6 23 158.84 –9.92 .225 58.09 41.00 CommercialMetals CMC 1.5 5 43.16 –4.51 .16 65.93 40.26 CommBkSys CBU 4.4 14 41.05 –1.27 .45 8.01 1.88 CommunityHlthSys CYH ... 1 2.62 –0.18 ... 43.88 27.92 CommunityHlthcr CHCT 6.3 90 28.43 +0.14.4525 12.70 8.45 SABESP SBS 1.9 13 12.03 +0.41.2527 4.40 2.80 EngGr-Cmg C CIG.C 5.3 8 3.59 –0.11.0387 2.70 1.82 EngGr-Cmg CIG 8.2 5 2.34 +0.03.0329 9.30 5.78 COPEL ELP 6.3 22 8.15 +0.21.1588 3.70 2.14 CiaSiderurgica SID 23.1 dd 2.26 +0.05.0998 17.74 10.18 CerveceriasUnid CCU 2.4 16 11.53 –0.39.0302 22.91 16.32 CompassDiversif CODI 5.5 dd 18.27 –0.08 .25 5.16 1.84 Compass COMP ... dd 2.19 –0.27 ... 47.68 25.85 CompassMinerals CMP 2.2 cc 27.27 +0.37 .15 21.17 9.07 ComstockRscs CRK 3.9 4 12.66 +1.22 .125 41.30 25.16 ConagraBrands CAG 5.1 12 27.57 +1.16 .35 10.90 9.73 ConcordAcqnIIA CNDA ... 38 10.32 –0.03 ... 10.80 9.98 ConcordAcqnIII A CNDB ... 43 10.62 ... ... 1.99 1.03 ConcordMed CCM ... dd 1.28 ... ... 138.47 71.09 Conmed CNMD .9 33 93.38 –4.55 .20 138.49 91.53 ConocoPhillips COP 1.6 12 124.86 +9.53 .60 100.92 80.46 ConEd ED 3.7 13 88.02 +1.67 .81 11.29 9.93 ConstellationI A CSTA ... 70 10.97 +0.09 ... 273.65 208.12 ConstBrands A STZ 1.5 28 231.69 –4.92 .89 19.46 10.09 Constellium CSTM ... 11 16.64 –0.47 ... 5.80 1.85 ContainerStore TCS ... dd 2.03 –0.08 ... 15.05 6.10 Volaris VLRS ... cc 6.69 –0.14 ... 14.50 11.00 Cool CLCO12.3 ... 13.32 +0.37 .41 22.74 5.92 Cooper-Standard CPS ... dd 12.96 –0.02 ... 121.20 71.54 Copa CPA 3.9 ... 84.28 –0.66 .82 33.32 18.75 Core&Main CNM ... 15 31.46 +1.10 ... 27.95 16.17 CoreLabs CLB .2 29 23.95 +1.30 .01 23.50 14.01 CorebridgeFin CRBG 4.5 6 20.62 +0.60 .23 35.48 19.21 CoreCard CCRD ... 31 20.03 –0.77 ... 13.50 7.84 CoreCivic CXW ... 11 11.02 –0.21 ... 3.48 0.58 CorEnergyInfr CORR26.7 dd .75 +0.02 .05 37.10 27.80 Corning GLW 4.0 38 27.93 –1.65 .28 38.70 30.79 Vesta VTMX 1.0 9 31.36 –0.79.1703 14.89 7.18 CorpAmAirports CAAP ... 9 12.10 –0.51 ... 68.43 48.59 Corteva CTVA 1.3 38 49.55 –0.50 .16 17.51 10.13 Cosan CSAN ... dd 12.72 +0.42 ... 11.85 7.71 Costamare CMRE 4.8 2 9.61 +0.20 .115 31.76 22.25 CoterraEnergy CTRA 2.8 7 29.09 +2.29 .20 13.46 6.19 Coty COTY ... 17 9.67 –0.88 ... 20.37 12.67 Coupang CPNG ... 73 17.54 –0.08 ... 19.56 9.91 Coursera COUR ... dd 18.19 –0.02 ... 28.66 18.06 CousinsProperties CUZ 6.8 19 18.96 +0.26 .32 95.21 67.28 Crane CR .8 ... 86.70 –2.61 .18 63.36 32.56 CraneNXT CXT 1.1 15 52.68 –2.00 .14 11.19 5.13 CrawfordA CRD.A 3.1 dd 9.05 –0.21 .07 10.10 5.05 Crawford B CRD.B 3.4 dd 8.17 –0.15 .07 160.15 120.80 Credicorp BAP ... 7 124.67 –2.23 ... 15.24 9.17 CrescentEnergy CRGY 4.8 3 12.02 +0.98 .12 8.62 5.59 CrescentPoint CPG 3.7 15 8.07 +0.39.0758 31.46 22.11 CrestwoodEquity CEQP 9.0 31 29.20 +0.20 .655 30.40 13.51 CrossTimbers CRT 11.0 9 18.99 +0.43.0907 153.98 87.97 CrownCastle CCI 6.6 24 94.54 +3.361.565 96.35 66.00 CrownHoldings CCK 1.2 20 79.36 –2.77 .24 10.67 9.87 CrownPropA CPTK ... 27 10.54 +0.03 ... 48.93 36.49 CubeSmart CUBE 5.2 22 37.80 +0.34 .49 160.60 87.10 Cullen/Frost CFR 4.1 8 90.45 +0.09 .92 5.94 3.95 Culp CULP ... dd 5.55 ... ... 265.28 203.18 Cummins CMI 3.0 13 227.72 +0.10 1.68 209.77 148.16 Curtiss-Wright CW .4 25 205.62 +11.70 .20 15.63 6.64 Cushman&Wkfd CWK ... dd 7.35 +0.18 ... 7.64 5.53 CustomTruck CTOS ... 27 5.89 –0.26 ... 45.00 6.87 CustomersBancorp CUBI ... 6 31.86 –1.54 ... D 6.56 2.68 DHI Group DHX ... dd 2.81 –0.09 ... 12.13 7.30 DHT DHT 9.3 11 10.70 +0.99 .35 13.85 4.87 DRDGOLD DRD 5.6 11 9.19 +1.12.3463 122.41 90.14 DTE Energy DTE 3.9 15 97.87 +2.71.9525 61.12 45.11 DT Midstream DTM 5.0 15 55.32 +1.86 .69 7.47 0.40 D-WaveQuantum QBTS ... dd .96 –0.02 ... 30.27 18.61 DXC Tech DXC ... dd 21.68 +0.31 ... 19.75 12.04 Dana DAN 3.0 dd 13.13 –0.61 .10 249.55 196.08 Danaher DHR .5 25 209.43 –7.80 .27 71.65 51.10 Danaos DAC 4.5 3 66.21 –0.18 .75 4.59 1.57 DanimerScientific DNMR ... dd 1.66 –0.04 ... 58.44 25.07 DaqoNewEnergy DQ ... 2 26.89 +0.66 ... 173.06 129.81 Darden DRI 3.8 17 134.00 –2.94 1.31 82.69 43.99 DarlingIngred DAR ... 9 44.69 –2.19 ... 116.97 65.28 DaVita DVA ... 15 73.20 –16.39 ... 568.47 326.10 DeckersOutdoor DECK ... 24 492.43 –2.65 ... 450.00 345.55 Deere DE 1.4 11 380.66 +2.12 1.35 58.81 36.50 DelekLogistics DKL 9.5 12 43.41 +1.701.035 35.45 19.39 DelekUS DK 3.6 dd 25.89 +1.07 .235 72.82 33.90 DellTechC DELL ... 26 68.04 +1.63 ... 49.81 30.72 DeltaAir DAL 1.2 6 34.10 –2.90 .10 21.59 13.61 Deluxe DLX 6.7 15 17.97 –0.44 .30 100.65 75.33 Denbury DEN ... 10 92.10 +2.36 ... 16.39 6.14 DesignerBrands DBI 1.7 6 11.74 –0.20 .05 2.70 1.13 DesktopMetal DM ... dd 1.20 –0.08 ... 9.45 4.44 Despegar.com DESP ... dd 6.66 –0.22 ... 13.57 8.31 DeutscheBank DB ... 4 10.42 –0.28 ... 78.82 42.59 DevonEnergy DVN 7.1 7 48.39 +4.69 .29 191.93 146.60 Diageo DEO 2.7 19 150.00 –1.682.5088 17.32 7.72 DiamondOffshore DO ... 7 14.09 +0.52 ... 10.02 7.14 Diamondrock DRH 1.5 20 7.93 –0.05 .03 4.85 3.30 DianaShipping DSX 18.4 4 3.39 –0.05 .15 152.61 98.01 Dick's DKS 3.7 10 107.32 +3.83 1.00 25.38 16.50 DieboldNixdorf DBD ... dd 18.79 +0.79 ... 133.39 86.33 DigitalRealty DLR 4.0 96 122.60 +5.23 1.22 18.43 9.99 DigitalBridge DBRG .2 dd 16.68 +0.73 .01 51.69 21.76 DigitalOcean DOCN ... dd 22.94 –0.05 ... 417.86 272.58 Dillard's DDS .3 6 303.17 +2.16 .25 82.43 45.37 DineBrands DIN 4.4 9 46.35 –2.34 .51 6.90 1.60 Dingdong DDL ... dd 1.92 –0.10 ... 11.50 10.15 DirectSellingA DSAQ ... dd 10.87 +0.04 ... 122.50 84.43 DiscoverFinSvcs DFS 3.1 6 89.40 +0.71 .70 118.18 78.73 Disney DIS ... 68 84.35 +1.41 ... 91.02 64.08 DolbyLab DLB 1.3 36 80.44 –0.18 .27 14.01 7.50 Dole DOLE 3.0 8 10.74 –0.72 .08 261.59 101.09 DollarGeneral DG 2.1 11 111.16 +7.49 .59 23.60 3.86 Doma DOMA ... dd 4.28 –0.47 ... 70.80 39.24 DominionEner D 6.4 16 41.88 +0.18.6675 409.95 285.84 Domino's DPZ 1.4 24 346.81 +5.25 1.21 66.96 50.51 Donaldson DCI 1.7 21 60.53 +0.60 .25 57.08 33.17 DonnelleyFin DFIN ... 20 54.33 –0.56 ... 31.41 14.74 DorianLPG LPG .0 6 30.49 +1.43 1.00 42.51 20.38 DoubleVerify DV ... 87 27.15 –0.88 ... 41.40 25.49 DouglasDynamics PLOW 3.9 20 30.27 +0.42 .295 5.02 2.02 DouglasElliman DOUG .0 dd 2.09 –0.10.0476 18.24 10.09 DouglasEmmett DEI 6.4 36 11.87 –0.04 .19 160.66 117.80 Dover DOV 1.5 19 138.12 –0.77 .51 60.88 44.74 Dow DOW 5.6 21 49.73 –0.55 .70 40.12 19.71 Doximity DOCS ... 39 21.60 –0.31 ... 73.17 51.11 DrReddy'sLab RDY .6 19 66.43 +0.11.4877 31.60 8.17 DreamFinders DFH ... 9 20.92 –0.76 ... 35.95 20.36 Dril-Quip DRQ ... 43 25.97 +0.89 ... 17.92 9.32 DuckhornPtf NAPA ... 16 9.91 +0.32 ... 58.28 40.24 Ducommun DCO ... 24 46.26 +2.31 ... 106.43 83.06 DukeEnergy DUK 4.6 49 88.68 +1.761.025 15.45 9.45 Dun&Bradstreet DNB 2.1 dd 9.51 –0.17 .05 78.74 51.96 DuPont DD 1.9 8 75.39 +0.09 .36 41.44 22.67 DutchBros BROS ... cc 24.85 +0.81 ... 122.13 77.33 DycomInds DY ... 13 83.42 –1.11 ... 3.30 2.08 DynagasLNG DLNG ... 2 2.59 –0.03 ... 55.87 31.54 Dynatrace DT ... 96 47.09 –1.24 ... 15.00 10.39 DynexCapital DX 13.6 dd 11.49 –0.11 .13 E 12.11 9.80 EG Acqn A EGGF ... dd 10.65 –0.02 ... 139.85 39.25 elfBeauty ELF ... 57 101.39 +1.46 ... 227.50 121.44 EMCOR EME .4 20 202.02 –4.70 .18 33.00 22.68 ENI E 4.1 6 32.58 +1.56.3107 150.88 98.52 EOG Rscs EOG 2.5 9 133.84 +13.16 .825 385.96 197.99 EPAM Systems EPAM ... 27 238.59 –5.56 ... 47.71 33.92 EPR Prop EPR 7.8 23 42.52 +1.22 .275 44.98 28.11 EQT EQT 1.5 5 43.37 +0.58.1575 74.15 32.40 ESAB ESAB .3 20 70.00 +1.37 .06 109.57 75.18 ESCO Tech ESE .3 29 102.19 –2.17 .08 4.38 0.75 ESSTech GWH ... dd 1.90 –0.04 ... 7.21 2.15 E2open ETWO ... dd 2.45 –1.82 ... 67.09 39.15 EagleBulkShip EGLE 5.4 6 42.76 –0.28 .58 195.96 110.26 EagleMaterials EXP .6 13 164.53 –4.71 .25 21.98 11.32 EarthstoneEner ESTE ... 5 21.52 +2.40 ... 17.43 10.85 EasterlyGovtProp DEA 9.6 40 11.08 –0.13 .265 188.85 138.89 EastGroup EGP 3.1 44 165.42 –1.51 1.27 92.21 72.08 EastmanChem EMN 4.3 12 72.65 –1.27 .79 6.34 2.78 EastmanKodak KODK ... 6 3.91 –0.05 ... 240.44 133.89 Eaton ETN 1.6 31 208.60 –1.59 .86 191.41 131.04 Ecolab ECL 1.3 40 164.63 –4.91 .53 13.08 8.59 Ecopetrol EC 17.7 4 12.21 +1.30.1479 12.35 8.20 Ecovyst ECVT ... 18 9.34 –0.53 ... 46.13 33.71 EdgewellPersonal EPC 1.7 15 34.75 –0.78 .15 74.92 54.68 EdisonIntl EIX 4.5 27 65.69 +3.63.7375 94.87 67.13 EdwardsLife EW ... 31 70.78 –2.92 ... 14.69 7.88 ElancoAnimal ELAN ... dd 9.26 –0.30 ... 83.35 46.18 Elastic ESTC ... dd 78.97 –2.04 ... 12.11 5.28 EldoradoGold EGO ... dd 9.80 +0.87 ... 11.85 1.22 ElectriqPower ELIQ ... cc 1.40 –0.30 ... 21.90 15.91 ElementSolns ESI 1.7 34 19.00 –0.47 .08 549.52 412.00 ElevanceHealth ELV 1.3 17 454.11 +4.15 1.48 14.62 10.82 EllingtonFin EFC 14.3 29 12.57 +0.22 .15 8.15 5.67 EllingtonResiMtg EARN16.4 61 5.87 +0.01 .08 20.24 13.19 ElmeComms ELME 5.2 dd 13.95 +0.33 .18 13.50 8.49 EmbotellAndinaA AKO.A 7.2 12 11.16 +0.26.2062 17.66 9.69 EmbotellAndinaB AKO.B 7.1 13 12.44 –0.12.2269 17.14 8.52 Embraer ERJ ... dd 13.41 +0.43 ... 5.94 3.01 EmeraldHldg EEX ... 43 5.75 +0.72 ... 5.60 2.67 Emeren SOL ... 4 2.89 +0.07 ... 21.88 2.48 EmergentBiosol EBS ... dd 2.52 –0.47 ... 100.62 76.94 EmersonElec EMR 2.2 5 94.76 –0.28 .52 9.08 5.39 EmpireStateRealty ESRT 1.8 27 7.84 +0.28 .035 46.73 35.23 EmployersHldgs EIG 2.8 9 39.90 –0.37 .28 17.37 6.10 EmpresaDisCom EDN ... dd 12.12 +0.08 ... 42.12 31.03 Enbridge ENB 8.1 23 32.73 +0.91.6667 72.06 45.19 EncompassHealth EHC .9 20 63.47 –1.57 .15 95.00 44.62 Endava DAVA ... 29 57.23 –1.11 ... 26.26 18.32 Endeavor EDR 1.3 dd 18.33 –2.17 .06 4.55 2.26 EndeavourSilver EXK ... 40 2.45 +0.03 ... 3.90 1.41 EnelChile ENIC 9.9 3 2.88 +0.05.3076 8.36 4.00 Enerflex EFXT 1.7 dd 4.29 –0.01.0184 37.89 26.16 Energizer ENR 3.9 dd 30.96 +2.00 .30 14.09 11.37 EnergyTransfer ET 9.0 12 13.83 +0.37 .31 5.51 1.35 EnergyVault NRGV ... dd 2.47 +0.17 ... 28.97 21.33 EnerpacTool EPAC .2 42 25.90 –0.66 .04 19.23 12.84 Enerplus ERF 1.2 5 17.41 +0.97.0607 113.34 58.48 EnerSys ENS 1.0 18 93.15 –0.86 .225 13.54 7.75 Eneti NETI .4 dd 10.06 +0.56 .01 14.61 7.37 Enfusion ENFN ... cc 8.71 –0.44 ... 21.84 15.01 EngageSmart ESMT ... cc 20.69 –0.11 ... 16.64 7.65 Enhabit EHAB ... dd 7.78 –0.78 ... 23.48 18.94 Ennis EBF 4.7 12 21.42 –0.02 .25 58.64 29.83 EnovaIntl ENVA ... 8 49.70 –0.08 ... 66.71 44.84 Enovis ENOV ... dd 47.79 –2.09 ... 10.85 9.79 EnphysAcqnA NFYS ... 31 10.52 +0.02 ... 144.86 88.21 EnPro NPO .9 15 122.61 +0.17 .29 120.78 87.10 Entergy ETR 4.6 14 93.55 +1.56 1.07 27.77 23.14 EnterpriseProd EPD 7.2 11 27.63 +0.67 .50 7.33 3.42 Entravision EVC 5.3 42 3.75 +0.07 .05 69.22 38.35 Envestnet ENV ... dd 41.83 +2.96 ... 10.01 4.37 Enviri NVRI ... dd 6.81 –0.14 ... 43.29 24.18 Envista NVST ... 20 24.26 –2.11 ... 61.99 4.72 Enviva EVA .0 dd 5.13 –0.66 .905 2.74 1.00 EnzoBiochem ENZ ... dd 1.43 +0.01 ... 240.35 145.98 Equifax EFX .9 42 178.42 –3.80 .39 38.83 25.23 Equinor EQNR 2.3 4 34.44 +2.93 .60 33.24 21.89 Equitable EQH 3.2 28 27.50 +0.08 .22 10.48 4.60 EquitransMdstm ETRN 6.3 dd 9.51 –0.14 .15 38.04 20.50 EquityBcshs EQBK 1.8 8 23.85 –0.90 .12 27.39 18.10 EquityCommnwlth EQC .0 33 18.54 –0.20 4.25 74.40 56.91 EquityLife ELS 2.8 42 64.58 +0.86.4475 69.45 54.60 EquityResdntl EQR 4.4 27 59.89 +0.59.6625 1.95 1.32 EquusTotReturn EQS ... 7 1.48 –0.03 ... 16.36 9.79 ErmenegildoZegna ZGN .9 34 12.25 –1.45 .109 24.38 9.56 EroCopper ERO ... 17 14.60 –1.79 ... 53.66 35.35 EssentGroup ESNT 2.1 8 47.86 +0.32 .25 26.43 18.88 EssentialProp EPRT 5.3 19 21.30 ... .28 49.89 32.07 EssentialUtil WTRG 3.7 19 33.48 +0.29.3071 248.80 195.03 EssexProp ESS 4.2 27 219.46 +3.53 2.31 283.62 136.30 EsteeLauder EL 1.9 49 137.68 –7.58 .66 36.20 21.82 EthanAllen ETD 5.0 7 29.03 –0.98 .50 21.00 12.94 Euronav EURN17.9 6 17.83 +0.58 .80 11.75 5.10 EveHolding EVEX ... dd 7.99 –0.16 ... 11.91 5.30 Eventbrite EB ... dd 8.40 –1.13 ... 146.99 89.23 EvercoreA EVR 2.3 15 131.20 –1.91 .76 11.91 10.06 EverestConsolA MNTN ... dd 10.84 +0.01 ... 399.92 269.52 Everest EG 1.8 13 398.38 +6.60 1.75 19.85 11.52 Everi EVRI ... 10 11.71 –1.06 ... 87.71 53.10 EversourceEner ES 4.9 16 55.03 –0.78 .675 42.03 30.17 Evertec EVTC .5 11 36.52 –1.81 .05 36.70 21.83 EvolentHealth EVH ... dd 28.00 +1.02 ... 31.13 14.88 ExcelerateEner EE .7 14 15.21 –0.40 .025 42.80 7.36 Express EXPR ... 0 8.40 +0.03 ... 25.04 14.61 Expro XPRO ... dd 21.55 +0.40 ... 180.76 115.20 ExtraSpaceSt EXR 2.1 19 118.07 –0.45 .61 120.70 98.02 ExxonMobil XOM 3.3 9 109.87 +2.70 .91 F 35.00 9.03 F&GAnnuities FG 2.8 13 28.77 +0.75 .20 44.11 24.34 FB Financial FBK 2.2 9 27.68 –1.44 .15 10.20 5.31 Figs FIGS ... 82 6.24 –0.07 ... 134.38 61.50 FMC FMC 3.7 13 62.41 –0.38 .58 14.71 10.09 FNB FNB 4.5 7 10.76 –0.16 .12 15.80 3.87 FreyrBattery FREY ... dd 3.91 –0.67 ... 20.80 17.06 FS KKR Cap FSK 14.4 19 19.44 +0.08 .05 205.63 140.09 FTI Consulting FCN ... 29 189.66 –0.12 ... 183.74 90.19 Fabrinet FN ... 26 173.18 –2.58 ... 474.13 377.89 FactSet FDS .9 37 446.63 –5.68 .98 916.41 398.56 FairIsaac FICO ... 54 895.34 +21.82 ... 10.88 1.62 Farfetch FTCH ... dd 1.63 –0.20 ... 14.37 9.44 FarmlandPtrs FPI 2.3 45 10.52 +0.20 .06 24.31 7.15 Fastly FSLY ... dd 14.70 –1.41 ... 57.20 3.78 FathomDigital FATH ... dd 3.79 –0.71 ... 148.81 91.49 FedAgriMtg A AGM.A 3.6 9 120.89 –1.52 1.10 180.16 104.71 FedAgriMtg C AGM 3.0 10 145.94 –4.74 1.10 115.08 85.27 FederalRealty FRT 4.9 19 88.36 +1.44 1.09 65.33 41.73 FederalSignal FSS .7 27 60.20 –0.67 .10 45.55 30.85 FederatedHermes FHI 3.4 11 33.05 –1.17 .28 270.95 149.64 FedEx FDX 2.1 16 242.84 –15.06 1.26 171.06 99.16 Ferguson FERG 1.8 18 167.74 +4.56 .75 329.88 180.57 Ferrari RACE .6 50 312.02 +6.621.9963 15.30 12.60 FidelisInsurance FIHL ... ... 14.15 –0.15 ... 45.51 31.84 FidNatlFinl FNF 4.6 21 39.38 +0.06 .45 85.18 48.57 FidNatlInfo FIS 4.0 dd 51.82 –1.62 .52 2.25 1.01 FinanceofAm FOA ... dd 1.06 –0.15 ... 6.05 3.55 FinVolution FINV 3.9 4 5.05 +0.20 .215 64.66 43.54 FirstAmerFin FAF 4.0 23 52.68 –1.54 .53 16.23 10.18 FirstBanCorp FBP 4.1 9 13.57 –0.29 .14 16.53 11.33 FirstCmwlthFin FCF 4.1 8 12.18 –0.23 .125 19.33 3.69 FirstFoundation FFWM 1.4 dd 5.71 –0.05 .02 24.92 8.99 FirstHorizon FHN 5.8 5 10.37 +0.01 .15 55.51 43.41 FirstIndRlty FR 2.8 19 45.20 –1.24 .32 9.81 4.81 FirstMajestic AG .4 dd 5.39 +0.18.0051 43.31 32.18 FirstEnergy FE 4.6 45 35.60 +1.35 .41 6.87 1.31 FiscalNote NOTE ... dd 1.85 –0.30 ... 130.74 92.84 Fiserv FI ... 28 112.48 –1.58 ... 8.85 4.26 Fisker FSR ... dd 6.21 +0.04 ... 3.74 1.88 FivePoint FPH ... 12 2.63 –0.17 ... 47.66 23.05 FiverrIntl FVRR ... dd 24.05 –0.54 ... 10.66 9.87 FlameAcqnA FLME ... cc 10.58 +0.07 ... 278.35 161.69 FleetCorTech FLT ... 20 249.42 –5.12 ... 38.24 27.76 FlexLNG FLNG 9.8 11 30.75 +1.64 .75 116.03 63.51 Floor&Decor FND ... 31 82.75 –3.20 ... 9.24 3.42 FlotekIndustries FTK ... dd 4.24 –0.01 ... 30.16 20.24 FlowersFoods FLO 4.5 20 20.54 –0.91 .23 41.02 24.41 Flowserve FLS 2.1 21 38.11 +0.45 .20 38.87 25.69 Fluor FLR ... dd 36.15 –0.52 ... 119.62 62.21 FomentoEconMex FMX 1.3 10 106.01 +1.001.0138 47.22 14.84 FootLocker FL 7.7 14 20.86 +1.07 .40 15.42 10.90 FordMotor F 5.1 12 11.81 –0.19 .15 10.67 9.85 ForestRoadII A FRXB ... 32 10.37 +0.02 ... 31.43 10.28 Forestar FOR ... 9 25.16 –0.94 ... 3.08 1.10 ForgeGlobal FRGE ... dd 2.54 +0.39 ... 46.28 36.16 Fortis FTS 4.4 18 39.85 +0.72.4399 79.90 58.69 Fortive FTV .4 33 74.12 –1.34 .07 4.20 2.55 FortunaSilver FSM ... dd 2.94 +0.13 ... 77.14 49.51 FortuneBrands FBIN 1.6 15 59.14 –0.98 .23 33.84 20.30 ForumEnergyTech FET ... dd 23.60 +1.40 ... 29.30 21.35 FourCornersProp FCPT 6.3 19 21.55 –0.36 .34 11.82 5.70 FourSeasonsEduc FEDU ... dd 8.25 –0.18 ... 161.25 114.77 Franco-Nevada FNV 1.0 40 138.90 +6.75 .34 14.92 11.08 FrankBSPRealty FBRT11.3 21 12.60 –0.25 .355 54.70 34.36 FranklinCovey FC ... 35 40.05 –1.01 ... 34.37 21.58 FranklinRscs BEN 5.3 14 22.65 –1.34 .30 46.73 27.57 FreeportMcM FCX 1.7 24 35.45 –1.22 .075 27.72 13.07 FreseniusMed FMS 2.4 16 17.13 –3.53.6181 32.49 24.78 FreshDelMonte FDP 2.8 9 25.35 –0.27 .20 21.04 10.55 Frontline FRO 16.6 7 20.61 +2.34 .80 4.73 0.96 fuboTV FUBO ... dd 2.34 –0.11 ... 10.18 4.58 FullTruck YMM ... 32 6.78 –0.41 ... 81.41 62.22 FullerHB FUL 1.2 26 70.37 –1.32.205 10.75 9.52 FusionAcqnIIA FSNB ... 42 10.49 +0.03 ... 10.31 6.15 FutureFuel FF 3.5 7 6.81 –0.20 .06 G 133.01 89.50 GATX GATX 2.0 18 108.25 +1.65 .55 12.44 6.94 GEO Group GEO ... 9 8.48 –0.10 ... 39.06 23.87 GFLEnvironmental GFL .2 dd 30.33 –2.22 .013 76.14 40.75 GMS GMS ... 7 58.67 –4.32 ... 5.59 2.00 GOL Linhas GOL ... dd 2.75 +0.31 ... 39.74 30.60 GSK GSK 3.7 4 36.68 +0.03.3613 67.57 32.90 GXO Logistics GXO ... 32 53.30 –2.59 ... 237.64 169.01 Gallagher AJG .9 46 233.88 +1.87 .55 34.99 14.44 GameStop GME ... dd 14.92 –0.16 ... 3.60 1.25 Gannett GCI ... dd 2.46 –0.11 ... 5.49 0.64 GaotuTechedu GOTU ... 27 2.54 –0.17 ... 15.49 7.22 Gap GPS 5.3 39 11.39 +1.14 .15 109.62 79.33 Garmin GRMN 2.7 21 106.99 +0.86 .73 377.88 277.08 Gartner IT ... 31 358.22 +4.62 ... 14.93 10.06 GatesIndustrial GTES ... 14 11.12 –0.25 ... 7.49 2.99 GatosSilver GATO ... dd 5.01 +0.12 ... 19.84 12.39 GencoShipping GNK 4.2 7 14.42 –0.16 .15 156.95 86.29 Generac GNRC ... 42 101.63 –0.89 ... 256.86 202.35 GeneralDynamics GD 2.2 20 243.04 +23.10 1.32 117.96 52.43 GeneralElec GE .3 13 109.38 –2.09 .08 90.89 60.33 GeneralMills GIS 3.7 15 63.04 +0.55 .59 43.63 29.54 GeneralMotors GM 1.2 4 29.66 –1.24 .09 11.20 9.81 GenAsia I A GAQ ... 31 10.86 +0.04 ... 53.25 17.31 Genesco GCO ... 57 27.24 –1.62 ... 12.15 8.05 GenesisEnergy GEL 5.6 cc 10.64 +0.74 .15 19.12 8.16 GenieEnergy GNE 1.6 8 18.91 +2.88 .075 8.45 3.12 GeniusSports GENI ... dd 5.03 –0.19 ... 48.85 35.11 Genpact G 1.5 16 35.85 –0.08.1375 187.73 139.67 GenuineParts GPC 2.6 17 147.04 +2.98 .95 6.40 4.18 GenworthFin GNW ... 6 6.01 +0.21 ... 16.38 8.83 GeoPark GPRK 4.9 3 10.74 +1.23 .132 6.34 4.30 Gerdau GGB .6 4 4.41 +0.02.0878 10.17 0.23 Getaround GETR ... ... .28 –0.04 ... 8.22 3.42 GettyImages GETY ... dd 5.45 –0.40 ... 36.49 26.78 GettyRealty GTY 6.4 19 27.04 –0.35 .43 34.33 26.30 Gildan GIL 2.5 11 29.26 +1.01 .186 3.01 1.12 GinkgoBioworks DNA ... dd 1.66 –0.06 ... 59.70 26.77 GlacierBancorp GBCI 4.4 12 29.74 +0.08 .33 4.87 1.64 Glatfelter GLT ... dd 1.76 –0.12 ... 80.28 40.45 Glaukos GKOS ... dd 65.59 –6.40 ... 7.60 3.49 GlobalBlue GB ... dd 5.52 –0.33 ... 8.05 4.26 GlblBusTravel GBTG ... dd 5.34 –0.12 ... 37.00 20.55 GlobalIndemnity GBLI 2.8 14 36.00 ... .25 34.72 20.52 GlobalIndl GIC 2.4 19 33.63 –0.60 .20 11.79 7.37 GlobalMedREIT GMRE 9.4 28 8.94 +0.24 .21 15.28 7.99 GlobalNetLease GNL 17.5 dd 8.10 –0.36 .354 39.24 26.08 GlobalPtrs GLP 8.8 5 30.78 –0.23 .675 129.70 92.27 GlobalPayments GPN .9 38 113.04 –1.67 .25 21.83 15.82 GlobalShipLease GSL 8.3 2 18.13 –0.09 .375 210.00 135.41 Globant GLOB ... 55 190.43 –11.25 ... 123.85 102.23 GlobeLife GL .8 13 113.32 +0.46 .225 80.04 48.78 GlobusMedical GMED ... 26 53.12 +0.31 ... 85.32 64.65 GoDaddy GDDY ... 36 74.55 +0.17 ... 17.78 7.28 GoldFields GFI 3.3 19 14.01 +2.81.2425 16.52 12.75 GoldmanSachsBDC GSBD12.9 17 14.00 –0.08 .45 389.58 299.07 GoldmanSachs GS 3.6 13 309.30 –3.18 2.75 33.74 22.92 Gorman-Rupp GRC 2.2 38 31.47 –0.87 .175 87.94 59.79 Graco GGG 1.3 25 73.58 –1.23 .235 6.74 3.32 GrafTechIntl EAF 1.2 7 3.42 –0.14 .01 17.95 7.52 Graham GHM ... 75 16.25 –0.44 ... 681.70 545.00 GrahamHoldings GHC 1.1 13 588.08 +1.27 1.65 811.60 499.84 Grainger GWW 1.0 21 731.46 +15.14 1.86 44.15 26.16 GraniteConstr GVA 1.4 39 36.42 –1.76 .13 7.99 3.97 GranitePointMtg GPMT18.1 dd 4.41 –0.20 .20 For personal 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October 16, 2023 BARRON’S 35 DATA NEW YORK STOCK EXCHANGE COMPOSITE LIST BARRONS.COM/DATA –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. 14.00 4.82 GraniteRidge GRNT 6.5 4 6.26 +0.34 .11 27.56 20.48 GraphicPkg GPK 1.9 9 20.93 –0.27 .10 29.99 11.34 GravitasEduc GEHI ... ... 18.90 +0.36 ... 15.79 5.98 GrayTelevision GTN 5.3 3 6.08 –0.21 .08 14.05 7.09 GrayTelevision A GTN.A 4.3 3 7.36 –0.22 .08 9.24 5.15 GreatAjax AJX 12.3 dd 6.52 +0.07 .20 59.30 19.52 GreenBrickPtrs GRBK ... 7 40.22 –0.43 ... 21.37 11.79 GreenDot GDOT ... 13 11.81 –1.59 ... 48.21 24.71 Greenbrier GBX 3.0 24 40.39 +0.97 .30 12.49 4.75 GreenfireResources GFR ... 53 5.66 +0.56 ... 14.97 5.92 Greenhill GHL 2.7 27 14.80 –0.01 .10 6.78 2.32 GreenTree GHG ... dd 4.42 +0.11 ... 84.87 63.63 Greif B GEF.B 4.9 7 64.31 –1.27 .78 76.00 57.38 Greif A GEF 3.2 10 64.32 –1.46 .52 19.11 14.56 GreystoneHousing GHI 9.9 6 14.90 +0.07 .37 43.90 25.97 Griffon GFF 1.3 dd 39.65 +0.19 .125 71.51 4.49 Grindr GRND ... dd 5.88 –0.06 ... 277.47 148.18 Group1Auto GPI .7 5 244.68 –5.39 .45 8.65 0.91 GroveCollab GROV ... dd 1.62 –0.75 ... 200.85 108.15 GpoAeroportuar PAC 6.7 14 134.31 +2.102.1322 314.48 165.00 GpoAeroportSur ASR 2.4 12 214.96 +4.805.6528 2.68 1.96 GpoAvalAcc AVAL 7.0 19 2.37 +0.01.0184 3.57 1.54 GpoSupervielle SUPV ... 9 1.99 –0.08 ... 6.57 2.73 GrupoTelevisa TV 2.9 dd 2.76 –0.11.0985 37.58 22.12 GuarantyBcshrs GNTY 3.2 9 28.39 –0.73 .23 24.84 15.32 Guess GES 5.7 10 21.19 +0.43 .30 95.88 52.08 Guidewire GWRE ... dd 89.28 –2.18 ... 13.41 8.30 GuildHldgs GHLD .0 12 11.94 +0.21 .50 127.22 60.15 GulfportEnergy GPOR ... 2 122.35 +1.38 ... H 304.86 178.32 HCA Healthcare HCA 1.0 12 237.42 –7.96 .60 70.00 27.65 HCI Group HCI 2.7 dd 59.00 +3.79 .40 71.76 57.31 HDFC Bank HDB 1.0 18 58.20 –1.09.6968 66.19 37.12 HF Sinclair DINO 3.4 5 53.59 +1.52 .45 11.30 9.94 HH&L Acqn HHLA ... 47 10.61 –0.02 ... 36.72 24.61 HNI HNI 3.6 22 35.49 +0.20 .32 33.90 25.21 HP HPQ 4.0 12 26.50 +0.60.2625 42.47 25.49 HSBC HSBC 6.5 7 39.75 –0.73 .50 6.50 1.64 HUYA HUYA ... dd 3.09 +0.16 ... 95.26 72.26 Haemonetics HAE ... 34 89.36 –0.30 ... 10.42 7.72 Hagerty HGTY ... dd 7.89 –0.09 ... 9.05 5.92 Haleon HLN 1.3 28 8.11 –0.35.046 43.42 27.84 Halliburton HAL 1.5 16 42.43 +3.74 .16 14.93 9.21 HamiltonBeach HBB 3.7 19 11.76 –0.70 .11 8.80 3.54 Hanesbrands HBI .0 dd 3.96 +0.12 .15 39.67 13.22 HannonArmstrong HASI 9.7 30 16.37 +1.95 .395 148.78 103.83 HanoverIns THG 2.8 dd 114.73 +3.65 .81 51.77 29.46 HarleyDavidson HOG 2.2 6 29.82 –0.43 .165 5.43 2.47 HarmonyGold HMY ... 11 4.86 +1.01 ... 79.44 64.25 HartfordFinl HIG 2.4 11 70.96 –0.01.425 38.85 25.02 HavertyFurn HVT 4.4 6 27.52 –0.29 .30 43.71 9.06 HawaiianElec HE 11.7 6 12.30 +0.44 .36 10.25 10.16 HaymakerAcqnCorp.4 HYAC ... ... 10.20 +0.01 ... 15.22 7.97 Hayward HAYW ... 37 12.76 –0.09 ... 22.36 14.15 HealthcareRealty HR 8.4 dd 14.85 +0.41 .31 28.43 16.89 HealthpeakProp PEAK 6.9 18 17.39 +0.12 .30 7.00 3.55 HeclaMining HL .4 dd 4.14 +0.36.0025 182.18 138.82 Heico HEI .1 58 164.98 +4.60 .10 144.25 109.45 Heico A HEI.A .2 46 131.63 +3.63 .10 77.00 2.45 Heliogen HLGN ... dd 2.57 –0.28 ... 72.61 48.03 HeliosTech HLIO .7 25 53.46 –0.83 .09 11.88 4.27 HelixEnergy HLX ... dd 10.74 +0.70 ... 54.45 30.41 Helm&Payne HP 2.3 11 43.24 +4.69 .25 22.73 11.14 Herbalife HLF ... 6 13.67 +0.36 ... 162.47 93.97 HercHoldings HRI 2.3 9 107.77 –1.38.6325 18.05 10.94 HerculesCapital HTGC 9.9 7 16.15 +0.27 .08 6.70 1.12 HeritageInsurance HRTG ... dd 5.45 +0.02 ... 10.31 5.64 HershaHospitality HT 2.0 3 9.88 ... .05 276.88 186.63 Hershey HSY 2.5 22 190.86 –4.181.192 165.43 113.82 Hess HES 1.1 31 160.98 +15.33.4375 32.43 25.63 HessMidstream HESM 7.9 15 30.30 +1.83.6011 18.14 12.58 HewlettPackard HPE 2.9 20 16.48 –0.35 .12 79.08 52.56 Hexcel HXL .8 38 66.20 –1.26 .125 31.88 18.56 HighwoodsProp HIW 10.4 13 19.25 +0.07 .50 53.76 37.63 Hillenbrand HI 2.2 17 39.77 –1.85 .22 34.87 24.79 Hilltop HTH 2.3 18 27.75 –0.51 .16 51.81 35.86 HiltonGrandVac HGV ... 11 36.90 –0.94 ... 157.14 122.22 Hilton HLT .4 31 149.98 –1.41 .15 6.61 4.65 HimalayaShipping HSHP ... ... 4.93 +0.06 ... 12.34 4.01 Hims&HersHealth HIMS ... dd 6.25 –0.11 ... 20.39 6.65 Hippo HIPO ... dd 7.98 –0.10 ... 16.89 6.88 HireRight HRT ... 8 10.11 +0.01 ... 8.06 1.88 Holley HLLY ... 16 4.53 –0.23 ... 23.62 15.51 HollyEnergy HEP 6.7 12 20.88 +0.38 .35 26.20 19.77 HomeBancShares HOMB 3.4 10 20.97 –0.48 .18 347.25 267.87 HomeDepot HD 2.9 18 291.92 –0.902.09 36.82 21.44 HondaMotor HMC 2.1 9 33.34 +0.57.4421 40.13 27.81 HoraceMann HMN 4.3 dd 30.83 +1.35 .33 49.73 30.70 HormelFoods HRL 3.4 20 32.02 –4.85 .275 132.30 66.33 DR Horton DHI 1.0 7 103.66 –0.64 .25 110.94 78.81 HoulihanLokey HLI 2.0 28 107.51 +0.17 .55 127.99 33.20 Hovnanian HOV ... 4 79.88 –6.01 ... 89.58 56.56 HowardHughes HHH ... 28 67.85 –0.82 ... 51.34 32.13 HowmetAerospace HWM .5 35 44.37 –1.59 .05 340.06 209.97 Hubbell HUBB 1.5 25 294.79 –14.40 1.12 581.40 249.99 HubSpot HUBS ... dd 456.27 –26.91 ... 6.34 3.62 HudbayMinerals HBM ... dd 4.58 –0.11 ... 12.23 4.05 HudsonPacProp HPP .0 dd 5.70 –0.17 .125 571.30 423.29 Humana HUM .7 19 505.97 +7.80 .885 260.02 188.51 HuntingIngalls HII 2.2 17 224.83 +22.31 1.24 33.46 22.72 Huntsman HUN 4.2 24 22.82 –0.58.2375 127.80 82.83 HyattHotels H .6 26 105.10 +0.68 .15 3.88 0.52 Hyliion HYLN ... dd .73 –0.37 ... 59.64 24.43 HysterYaleMatls HY 3.1 21 41.50 –2.20 .325 I 24.80 19.34 ICICI Bank IBN .5 18 22.74 –0.32.1736 9.20 4.96 ICL Group ICL 3.0 5 5.21 –0.34.1132 112.96 88.10 IDACORP IDA 3.3 18 96.85 +1.43 .79 35.18 21.64 IDT IDT ... 15 28.60 +1.44 ... 10.13 4.51 IHS Holding IHS ... dd 5.02 –0.49 ... 15.00 8.91 ING Groep ING 5.8 ... 13.07 –0.45.3809 3.53 0.66 INNOVATE VATE ... dd 1.44 –0.05 ... 20.56 13.10 Invesco IVZ 6.1 9 13.17 –0.39 .20 241.86 171.24 IQVIA IQV ... 34 199.36 +0.72 ... 9.44 4.17 IRSA IRS ... dd 6.42 –0.36 ... 103.96 66.74 ITT ITT 1.2 19 98.48 +0.43 .29 3.34 1.04 IamGold IAG ... dd 2.31 +0.18 ... 246.23 196.85 IDEX IEX 1.3 26 200.64 –5.34 .64 4.26 1.34 iHuman IH ... 6 2.67 –0.28 ... 264.19 185.49 IllinoisToolWks ITW 2.4 23 231.50 –3.55 1.40 21.82 12.13 Imax IMAX ... cc 17.74 –2.08 ... 5.25 2.49 IndependenceContr ICD ... dd 2.93 –0.02 ... 19.68 13.43 IndepRealty IRT 4.6 45 13.78 –0.02 .16 10.85 10.01 InfiniteAcqnA NFNT ... 43 10.81 +0.02 ... 11.12 10.12 InFinTAcqnA IFIN ... cc 11.12 +0.02 ... 22.12 13.29 Informatica INFA ... dd 20.78 –0.71 ... 20.57 14.71 Infosys INFY 1.4 23 16.90 –0.89.2133 70.65 45.03 IngersollRand IR .1 37 64.22 +0.80 .02 90.81 40.19 Ingevity NGVT ... 9 40.39 –1.86 ... 113.46 81.98 Ingredion INGR 3.4 11 91.65 –2.60 .78 125.38 63.36 InnovativeIndProp IIPR 9.5 13 75.48 +2.03 1.80 3.74 0.75 Innovid CTV ... dd 1.00 –0.09 ... 131.09 93.56 Insperity NSP 2.3 21 98.86 +1.32 .57 330.00 144.13 InspireMedical INSP ... dd 150.47 –28.36 ... 158.18 74.69 InstalledBldg IBP 1.1 14 117.52 –3.13 .33 35.80 24.00 InsteelInds IIIN .4 12 32.23 –0.58 .03 31.47 20.52 Instructure INST ... dd 25.87 –0.58 ... 96.17 53.72 IntegerHoldings ITGR ... 36 75.26 –3.75 ... 11.87 10.10 IntegratedRailA IRRX ... dd 10.95 +0.02 ... 11.68 10.13 IntegratedWellA WEL ... 94 10.97 ... ... 118.79 89.49 ICE ICE 1.5 37 110.43 –0.45 .42 79.41 49.73 InterContinentl IHG 2.0 20 72.91 –2.53 .483 29.50 20.46 IntercorpFinSvcs IFS 5.8 6 20.49 –0.51 1.18 153.21 119.84 IBM IBM 4.8 64 138.46 –3.57 1.66 118.34 62.11 IntlFlavors IFF 5.0 dd 64.80 +1.81 .81 33.99 17.36 IntlGameTech IGT 2.6 23 30.58 –0.22 .20 41.89 29.01 IntlPaper IP 5.3 8 35.15 +0.60.4625 53.25 33.04 IntlSeaways INSW 1.0 3 45.89 +3.18 1.30 40.95 26.75 Interpublic IPG 4.3 12 28.87 –0.27 .31 46.88 17.23 IntrepidPotash IPI ... 11 21.98 –0.30 ... 26.45 20.76 InvenTrust IVT 3.4 cc 25.44 +1.45.2155 15.56 8.26 InvescoMtg IVR 19.3 dd 8.29 –0.23 .40 3.78 0.60 Invitae NVTA ... dd .61 –0.05 ... 36.53 28.52 InvitatHomes INVH 3.2 63 32.54 +0.57 .26 21.60 3.04 IonQ IONQ ... dd 14.29 –1.00 ... 64.48 44.11 IronMountain IRM 4.3 47 60.30 +2.22 .65 6.15 4.21 ItauUnibanco ITUB ... 9 5.41 +0.02 ... J 21.10 13.30 JBG SMITH Prop JBGS 6.4 dd 14.06 +0.08 .225 18.52 8.38 JELD-WEN JELD ... 20 12.26 –0.65 ... 30.36 17.64 J.Jill JILL ... 14 27.98 +0.12 ... 159.38 110.72 JPMorganChase JPM 2.8 10 148.00 +2.90 1.05 141.38 58.21 Jabil JBL .2 23 135.98 +6.03 .08 49.60 26.70 JacksonFinl JXN 6.3 9 39.21 +2.03 .62 141.16 109.00 JacobsSolns J .8 24 138.43 +0.83 .26 31.93 17.25 JamesHardie JHX ... 23 26.14 +0.39 ... 31.30 20.38 JanusHenderson JHG 6.6 11 23.53 –0.86 .39 12.45 8.10 JanusIntl JBI ... 12 10.34 –0.28 ... 40.68 28.34 JefferiesFinl JEF 3.6 24 33.26 –2.24 .30 2.16 0.74 JianpuTech JT ... dd 1.00 ... ... 61.27 25.87 JinkoSolar JKS 4.9 4 30.45 +1.97 1.50 11.98 3.15 JobyAviation JOBY ... dd 6.22 –0.25 ... 125.88 84.00 JohnBeanTech JBT .4 25 100.68 –2.72 .10 181.04 150.11 J&J JNJ 3.0 32 156.85 –0.79 1.19 70.43 50.67 JohnsonControls JCI 2.9 17 51.64 –0.71 .37 188.61 123.00 JonesLang JLL ... 21 130.90 –4.51 ... 5.77 2.23 JumiaTech JMIA ... dd 2.50 –0.23 ... 34.53 25.37 JuniperNetworks JNPR 3.4 21 25.66 –0.95 .22 K 48.28 31.49 KB Financial KB 4.3 5 41.51 –0.25 .354 55.37 25.95 KB Home KBH 1.8 6 43.86 –0.38 .20 65.87 44.85 KBR KBR .9 dd 60.81 +1.67 .135 21.08 9.09 KE Holdings BEKE .0 26 15.87 +0.04 .171 64.77 44.15 KKR KKR 1.1 46 60.25 –1.78 .165 17.99 9.94 KKR RealEstFin KREF15.3 dd 11.24 –0.02 .43 3.25 0.12 KoreGroup KORE ... dd .58 ... ... 14.93 11.04 KT KT 5.1 6 12.00 –0.33.7482 233.44 160.14 Kadant KAI .5 24 226.87 –0.38 .29 34.80 18.88 Kaman KAMN 4.1 dd 19.31 +0.10 .20 72.41 47.63 Kellanova K 4.8 20 49.86 –0.57 .60 68.15 38.32 Kemper KMPR 2.8 dd 43.68 +1.49 .31 30.60 22.18 Kennametal KMT 3.3 17 24.10 –0.60 .20 18.90 13.55 Kennedy-Wilson KW 7.0 51 13.63 –0.21 .24 41.06 21.00 KenonHoldings KEN 13.2 dd 21.09 –1.81 2.79 10.75 10.00 KensingtonCapV A KCGI ... 34 10.60 +0.01 ... 27.80 19.24 Kenvue KVUE ... 21 19.37 –0.70 ... 20.30 8.54 KeyCorp KEY 7.8 7 10.46 +0.25 .205 189.45 125.89 KeysightTech KEYS ... 20 128.93 –2.13 ... 45.03 25.99 KilroyRealty KRC 7.2 14 29.90 +0.65 .54 147.87 111.85 KimberlyClark KMB 3.9 25 120.41 +1.60 1.18 23.27 16.36 KimcoRealty KIM 5.4 28 17.09 +0.57 .23 19.36 15.89 KinderMorgan KMI 6.6 15 17.11 +0.85.2825 37.87 26.32 Kinetik KNTK 8.4 24 35.84 +2.63 .75 10.60 5.88 KingswayFin KFS ... 2 6.89 –0.43 ... 5.57 3.30 KinrossGold KGC 2.3 33 5.12 +0.52 .03 445.00 250.90 KinsaleCapital KNSL .1 45 439.11 +7.63 .14 87.52 60.14 Kirby KEX ... 28 81.75 +0.54 ... 24.26 17.30 KiteRealty KRG 4.7 cc 20.32 +0.13 .24 39.47 30.25 Klaviyo KVYO ... ... 31.53 –1.09 ... 54.02 33.67 KnifeRiver KNF ... ... 52.46 +2.16 ... 64.35 45.63 Knight-Swift KNX 1.2 15 47.85 –0.90 .14 11.52 10.00 KnightSwanA KNSW ... 80 10.53 +0.01 ... 15.89 4.28 KnotOffshore KNOP 1.7 dd 6.05 –0.15.026 20.25 11.89 Knowles KN ... dd 13.77 –0.82 ... 19.79 15.05 KodiakGasSvcs KGS ... ... 17.87 +0.49 ... 35.77 17.68 Kohl's KSS 11.2 dd 17.80 –0.90 .50 23.30 11.25 Philips PHG .0 dd 18.82 +0.53.9387 53.83 33.52 KontoorBrands KTB 4.5 12 43.04 –0.15 .48 41.91 21.77 Koppers KOP .6 10 37.49 –0.85 .06 8.85 5.76 KoreaElecPwr KEP ... dd 6.39 –0.06 ... 59.91 44.69 KornFerry KFY 1.5 14 48.86 +0.30 .18 8.55 5.28 KosmosEnergy KOS ... 18 7.71 +0.50 ... 50.41 41.82 Kroger KR 2.6 20 44.16 +0.71 .29 12.01 6.16 KronosWorldwide KRO 10.8 dd 7.01 +0.25 .19 1.40 0.33 KukeMusic KUKE ... ... 1.03 +0.13 ... 17.32 8.02 Kyndryl KD ... dd 14.74 –0.76 ... L 137.07 89.28 LCI Inds LCII 3.7 34 112.20 +4.66 1.05 6.69 4.25 LG Display LPL .0 dd 4.54 +0.17 .231 8.77 2.60 LL Flooring LL ... dd 3.93 +1.09 ... 18.47 8.15 LSB Inds LXU ... 7 9.64 –0.07 ... 40.52 30.73 LTC Properties LTC 7.1 19 32.32 +0.60 .19 255.10 160.25 L3HarrisTech LHX 2.6 42 177.24 +13.35 1.14 11.92 8.33 LXP Industrial LXP 6.0 40 8.40 –0.21 .125 33.92 22.43 La-Z-Boy LZB 2.5 9 29.49 –0.42.1815 222.41 177.50 LabCorp.ofAmerica LH 1.4 22 201.56 +0.17 .72 11.77 8.76 LadderCapital LADR 9.3 9 9.88 +0.16 .23 117.38 79.39 LambWeston LW 1.3 12 83.18 –10.29 .28 22.81 3.79 Lanvin LANV ... dd 3.81 –0.23 ... 65.58 33.38 LasVegasSands LVS 1.8 cc 44.79 –0.74 .20 43.44 27.71 Lazard LAZ 6.8 dd 29.46 –0.21 .50 157.91 117.79 Lear LEA 2.3 15 135.39 +0.23 .77 11.54 9.90 LearnCWInvtA LCW ... 40 10.68 +0.04 ... 38.55 24.16 Leggett&Platt LEG 7.4 15 24.99 +0.17 .46 110.91 76.58 Leidos LDOS 1.5 18 94.89 +3.91 .36 9.84 1.03 Leju LEJU ... dd 1.31 –0.02 ... 25.11 10.29 Lemonade LMND ... dd 12.52 +0.87 ... 12.38 5.35 LendingClub LC ... 6 5.40 –0.30 ... 133.24 69.90 Lennar A LEN 1.4 8 109.30 +0.08 .375 121.08 57.13 Lennar B LEN.B 1.5 8 101.73 +0.25 .375 393.02 211.25 LennoxIntl LII 1.2 24 369.74 –3.88 1.10 11.16 9.97 LeoHldgsII A LHC ... 85 11.00 +0.03 ... 19.36 12.42 LeviStrauss LEVI 3.5 20 13.86 +0.76 .12 6.58 2.76 Li-Cycle LICY ... dd 2.79 –0.33 ... 19.11 11.18 LibertyEnergy LBRT 1.1 6 18.88 +1.97 .05 22.41 8.75 LifeTime LTH ... 35 14.50 +0.27 ... 19.92 8.32 LifezoneMetals LZM ... cc 10.10 –2.11 ... 1.88 0.73 LightInTheBox LITB ... dd 1.24 +0.03 ... 20.12 12.45 Lightspeed LSPD ... dd 13.69 –0.57 ... 629.97 309.20 EliLilly LLY .7 86 609.20 +43.98 1.13 54.59 18.50 LincolnNational LNC 7.8 dd 23.10 ... .45 393.67 274.97 Linde LIN 1.3 33 377.89 +4.351.275 183.08 110.43 Lindsay LNN 1.3 17 111.03 –3.84 .35 3.73 1.68 LionElectric LEV ... dd 1.82 –0.06 ... 12.09 5.46 LionsGate A LGF.A ... dd 7.87 +0.18 ... 11.33 5.19 LionsGate B LGF.B ... dd 7.25 +0.10 ... 329.00 180.00 LithiaMotors LAD .8 7 266.01 +0.83 .50 10.72 5.07 LithiumAmArg LAAC ... dd 7.00 +0.40 ... 12.38 8.06 LithiumAmericas LAC ... dd 8.68 –2.81 ... 101.74 64.25 LiveNationEnt LYV ... 80 84.55 –2.96 ... 38.37 17.31 LiveOakBcshs LOB .4 20 28.18 –0.62 .03 10.90 9.71 LiveOakCrestA LOCC ... 59 10.36 +0.01 ... 35.81 16.42 Livent LTHM ... 10 17.86 +0.83 ... 32.97 15.37 LiveRamp RAMP ... dd 28.53 –1.00 ... 12.50 4.20 LiveWire LVWR ... dd 7.72 –0.74 ... 2.63 1.79 LloydsBanking LYG 6.0 ... 2.05 –0.02.046 3.02 1.32 loanDepot LDI ... dd 1.39 –0.14 ... 42.64 1.46 LocalBounti LOCL ... dd 1.56 –0.69 ... 508.10 388.10 LockheedMartin LMT 2.9 16 441.06 +40.33 3.15 65.39 52.85 Loews L .4 12 63.81 +0.54.0625 7.95 5.78 LomaNegra LOMA18.7 dd 6.55 +0.42.4648 79.56 50.54 LouisianaPacific LPX 1.8 38 52.42 +0.42 .24 237.21 176.50 Lowe's LOW 2.2 19 195.75 –3.79 1.10 3.32 1.01 LufaxHolding LU 7.3 8 1.06 –0.03 .039 7.60 1.27 LumenTech LUMN ... dd 1.32 +0.03 ... 2.47 1.53 LumentFinance LFT 13.7 15 2.05 –0.01 .07 17.83 9.30 Luxfer LXFR 5.5 17 9.53 –3.53 .13 102.05 75.70 LyondellBasell LYB 5.4 14 92.68 +2.09 1.25 M 192.56 109.36 M&T Bank MTB 4.3 7 120.19 –4.63 1.30 14.00 6.07 MBIA MBI ... dd 6.20 –0.72 ... 51.94 27.42 MDC Holdings MDC 5.7 7 38.58 –0.65 .55 22.55 18.45 MDU Rscs MDU 2.6 9 19.03 –0.10.2225 12.38 8.38 MFA Financial MFA 15.3 dd 9.17 +0.43 .35 18.25 12.16 MGIC Investment MTG 2.7 7 17.17 +0.05 .115 51.35 30.50 MGM Resorts MGM .0 35 36.44 –0.04.0025 101.62 37.60 M/I Homes MHO ... 5 80.17 +0.27 ... 29.92 4.45 MinisoGroup MNSO 1.5 32 25.80 +1.11 .412 3.44 1.41 MOGU MOGU ... dd 2.39 +0.22 ... 36.22 31.15 MPLX MPLX 8.6 9 36.12 +0.99 .775 36.67 16.18 MP Materials MP ... 19 16.93 +0.15 ... 13.90 8.15 MRC Global MRC ... 11 10.02 +0.17 ... 185.57 113.21 MSA Safety MSA 1.2 cc 153.03 –3.68 .47 572.50 387.23 MSCI MSCI 1.1 45 510.56 –2.78 1.38 105.55 74.73 MSC Industrial MSM 3.2 16 104.04 +4.32 .83 10.56 9.44 M3-Brigade II A MBAC ... 50 10.43 ... ... 16.41 8.38 MV Oil MVO 11.8 6 12.40 –0.99 .38 12.54 2.92 Mytheresa MYTE ... dd 2.97 –0.28 ... 14.51 8.77 Macerich MAC 6.3 dd 10.86 +0.33 .17 25.12 10.54 Macy's M 6.3 4 10.57 –0.54.1654 40.81 28.09 MSG Ent MSGE ... ... 31.96 –0.82 ... 215.79 145.54 MSG Sports MSGS .0 93 176.87 +1.247.00 68.92 48.18 MagnaIntl MGA 3.5 16 52.21 –1.97 .46 11.68 7.48 Magnachip MX ... dd 7.52 –0.75 ... 27.57 18.72 MagnoliaOil MGY 1.9 7 23.51 +1.70 .115 10.82 9.91 MagnumOpusA OPA ... 17 10.63 +0.03 ... 43.15 32.95 MainStreetCap MAIN 7.1 9 39.69 +0.09 .235 27.34 12.16 ManchesterUnited MANU ... dd 19.98 +0.59 ... 20.20 7.94 Manitowoc MTW ... dd 13.92 –0.61 ... 92.43 68.86 Manpower MAN 4.1 12 71.52 –1.55 1.47 20.40 15.63 ManulifeFinl MFC 4.8 9 18.34 +0.12.2694 33.42 20.57 MarathonOil MRO 1.4 9 28.07 +3.48 .10 159.50 103.68 MarathonPetrol MPC 2.0 5 148.20 +5.02 .75 39.45 27.49 Marcus&Millichap MMI 1.7 82 28.97 +0.18 .25 18.05 13.62 Marcus MCS 1.8 dd 15.56 –0.18 .07 14.45 0.41 MariaDB MRDB ... dd .71 +0.12 ... 17.81 7.91 MarineProducts MPX 4.0 10 14.10 –0.14 .14 42.88 25.60 MarineMax HZO ... 5 29.45 –2.07 ... 1560.00 1109.00 Markel MKL ... 11 1495.87 +30.99 ... 2.30 0.71 Markforged MKFG ... dd 1.23 –0.10 ... 165.85 90.89 MarriottVacations VAC 3.1 11 93.18 –0.78 .72 199.20 150.78 Marsh&McLen MMC 1.5 29 190.94 –2.41 .71 463.41 298.32 MartinMarietta MLM .7 28 426.19 –6.51 .74 63.86 42.33 Masco MAS 2.2 14 51.12 –1.08 .285 109.58 65.71 MasoniteIntl DOOR ... 11 83.94 –2.97 ... 123.33 62.60 MasTec MTZ ... dd 63.79 –5.10 ... 15.00 7.08 MasterBrand MBC ... 10 11.26 –0.40 ... 418.60 287.84 Mastercard MA .6 37 398.03 +0.06 .57 73.78 42.04 MatadorRscs MTDR .9 8 63.51 +8.07 .15 123.41 64.89 Materion MTRN .5 21 96.96 –0.49 .13 28.99 12.89 Mativ MATV 3.0 dd 13.28 –0.12 .10 97.49 56.51 Matson MATX 1.4 7 88.49 –0.76 .32 15.95 8.27 MauiLand MLP ... dd 14.94 +1.20 ... 89.69 55.30 Maximus MMS 1.6 27 76.87 +1.91 .30 16.66 5.95 MayvilleEngg MEC ... 18 11.60 +0.42 ... 94.97 59.12 McCormickVtg MKC.V 2.6 25 60.00 –3.93 .39 94.39 59.13 McCormick MKC 2.6 25 60.99 –3.56 .39 299.35 242.41 McDonald's MCD 2.7 23 248.31 +0.09 1.67 10.00 3.11 McEwenMining MUX ... dd 7.81 +1.37 ... 463.45 331.75 McKesson MCK .5 17 462.56 +17.27 .62 17.01 5.08 MediaAlpha MAX ... dd 9.43 +0.67 ... 14.00 4.92 MedicalProp MPW12.1 43 4.96 –0.14 .15 131.42 69.58 Medifast MED 9.1 6 72.58 –1.29 1.65 92.02 70.95 Medtronic MDT 3.8 26 71.96 –4.16 .69 119.65 91.74 Merck MRK 2.8 86 104.01 +0.13 .73 39.47 26.15 MercuryGeneral MCY 4.3 dd 29.73 +1.34.3175 22.69 12.49 MeridianLink MLNK ... dd 16.82 –0.52 ... 152.55 65.41 MeritageHomes MTH 1.0 5 113.05 –2.63 .27 29.50 12.80 MesaRoyalty MTR 13.2 6 14.71 +0.82.0429 29.00 16.56 MesabiTrust MSB ... 41 21.39 +1.17 ... 1.70 0.80 MetaData AIU ... ... .96 –0.05 ... 13.10 8.49 MetalsAcqn MTAL ... dd 11.46 +0.28 ... 51.38 21.38 MethodeElec MEI 2.3 16 24.87 +1.40 .14 77.36 48.95 MetLife MET 3.4 24 62.06 +0.74 .52 71.99 13.98 MetropolitanBk MCB ... 6 30.26 –2.45 ... 1615.97 1028.56 Mettler-Toledo MTD ... 26 1033.64 –48.09 ... 176.36 125.59 MidAmApt MAA 4.3 26 131.42 +1.10 1.40 41.50 22.33 MillerIndustries MLR 1.9 11 37.72 –1.58 .18 73.57 48.61 MineralsTechs MTX .4 16 48.71 –2.71 .05 9.53 5.59 MirionTech MIR ... dd 7.11 –0.28 ... 11.14 5.14 MisterCarWash MCW ... 20 5.63 +0.32 ... 8.31 3.38 MistrasGroup MG ... 61 5.15 –0.10 ... 9.04 4.43 MitsubishiUFJ MUFG 2.2 9 8.20 –0.16.1105 9.17 5.26 MiX Telematics MIXT 3.1 23 5.59 +0.09.0601 3.70 2.10 MizuhoFin MFG 2.7 9 3.37 ....0541 33.91 0.86 Moatable MTBL .0 dd .91 –0.0631.5585 43.18 22.67 ModelN MODN ... dd 22.95 –1.09 ... 51.76 13.81 ModineMfg MOD ... 13 44.85 –3.47 ... 19.12 9.61 ModivIndl MDV 7.6 dd 15.18 –0.07.0958 52.50 33.87 Moelis MC 5.5 83 43.61 +0.06 .60 130.63 78.34 MohawkInds MHK ... dd 81.17 –0.33 ... 374.00 256.19 MolinaHealthcare MOH ... 22 348.91 +15.78 ... 70.90 46.90 MolsonCoorsB TAP 2.8 cc 58.65 –0.55 .41 37.50 7.50 MoneyLion ML ... dd 20.07 –0.86 ... 55.00 24.35 MontroseEnvl MEG ... dd 24.97 –2.57 ... 363.19 233.22 Moody's MCO 1.0 41 317.40 +0.29 .77 119.67 74.38 Moog A MOG.A .9 23 114.94 +2.70 .27 118.00 79.59 Moog B MOG.B .9 23 114.46 +1.41 .27 100.99 74.83 MorganStanley MS 4.4 14 77.79 –2.54 .85 57.46 31.44 Mosaic MOS 2.2 6 36.36 +2.67 .20 299.43 212.76 MotorolaSol MSI 1.2 33 288.15 +12.01 .88 37.28 23.94 Movado MOV 5.0 9 27.76 –0.46 .35 91.93 58.16 MuellerIndustries MLI 1.7 6 72.57 –0.74 .15 16.62 10.27 MuellerWater MWA 1.9 27 12.74 –0.14 .061 2.90 0.61 MultiPlan MPLN ... dd 1.70 +0.01 ... 51.29 32.80 MurphyOil MUR 2.4 7 46.45 +3.90 .275 369.31 231.65 MurphyUSA MUSA .4 14 359.88 +3.63 .39 26.49 17.02 MyersIndustries MYE 3.2 12 17.14 –0.39 .135 N 61.51 29.37 NACCO Inds NC 2.4 8 36.03 +1.55.2175 15.44 9.26 N-able NABL ... cc 12.76 –0.44 ... 26.00 18.00 NCRAtleosWi NATL.WI ... ... 20.80 ... ... 30.99 18.57 NCR NCR ... 57 26.23 –0.05 ... 20.50 14.69 NCRVoyixWi VYX.WI ... ... 16.11 ... ... 17.62 9.35 NetPower NPWR ... dd 13.66 –1.39 ... 4.62 1.00 NGL Energy NGL ... dd 4.13 +0.24 ... 16.18 7.00 NIO NIO ... dd 8.47 –0.25 ... 8.95 4.51 NL Industries NL 6.1 dd 4.60 –0.18 .07 48.21 34.38 NNN REIT NNN 6.3 17 35.62 +0.94 .565 24.83 14.05 NOV NOV 1.0 19 20.49 +1.53 .05 14.86 8.83 NOW DNOW ... 10 11.80 +0.32 ... 45.80 30.25 NRG Energy NRG 3.7 dd 41.01 +2.04.3775 6525.00 3935.00 NVR NVR ... 13 5932.10 –117.11 ... 11.59 10.07 NaborsEnerA NETC ... cc 10.92 +0.02 ... 190.90 83.05 NaborsIndustries NBR ... dd 118.35 +11.30 ... 50.00 26.48 NatlBankHoldings NBHC 3.5 10 29.84 –0.91 .26 68.22 48.89 NationalFuelGas NFG 3.7 9 53.91 +1.99 .495 74.48 48.41 NationalGrid NGG 5.5 5 60.31 +1.622.3458 60.17 47.54 NatlHealthInv NHI 7.2 20 49.68 –1.69 .90 82.59 64.17 NatlPrestoInds NPK 1.4 21 74.04 +1.003.00 44.79 29.87 NatlStorage NSA 7.3 30 30.88 +0.29 .56 7.68 3.61 Natura&Co NTCO ... dd 5.44 –0.10 ... 15.39 9.41 NaturalGasSvcs NGS ... cc 14.73 +1.19 ... 13.80 8.00 NaturalGrocers NGVC 3.1 15 12.95 –0.32 .10 81.48 39.51 NaturalResPtrs NRP 4.0 6 74.80 –0.84 .75 8.71 4.40 Natuzzi NTZ ... dd 6.85 +0.15 ... 7.80 5.11 NatWest NWG ... 6 5.56 –0.07 ... 2.17 0.67 Nautilus NLS ... dd .74 –0.02 ... 15.21 11.09 Navigator NVGS 1.4 19 14.23 –0.01 .05 2.97 1.47 NaviosMaritime NM ... dd 1.87 –0.03 ... 101.60 82.35 Nelnet NNI 1.2 18 87.88 –0.22 .26 5.37 1.80 NerdyA NRDY ... dd 3.37 –0.24 ... 20.64 14.49 Netstreit NTST 5.5 cc 14.92 –0.10.205 48.10 15.91 Nevro NVRO ... dd 16.91 –1.54 ... 55.84 38.92 NewJerseyRscs NJR 4.0 14 42.05 +0.67 .39 65.92 17.01 NewOrientalEduc EDU ... 59 62.37 +1.78 ... 86.05 50.30 NewRelic NEWR ... dd 85.72 –0.18 ... 14.22 5.81 NY CmntyBcp NYCB 6.5 3 10.50 –0.45 .17 45.30 28.16 NYTimes A NYT 1.0 40 42.64 +1.61 .11 475.94 288.06 NewMarket NEU 2.0 13 452.04 –6.72 2.25 55.41 34.81 Newmont NEM 4.1 dd 39.43 +1.63 .40 7.33 2.97 NewparkResources NR ... dd 7.02 +0.41 ... 7.70 4.14 NexaResources NEXA .0 dd 5.44 –0.56.1888 6.45 3.49 NexGenEnergy NXE ... dd 5.58 –0.13 ... 19.95 12.53 NexPointRealEst NREF13.2 dd 15.18 +0.07 .185 52.83 29.99 NexPointResidentl NXRT 5.6 dd 30.00 –1.23 .42 3.42 1.74 Nextdoor KIND ... dd 1.82 –0.10 ... 88.61 47.15 NextEraEnergy NEE 3.4 13 54.49 +4.25.4675 85.20 51.76 NicoletBankshares NIC 1.4 17 69.16 –1.98 .25 35,650 34,700 33,750 32,800 31,850 30,900 597,500 592,000 586,500 581,000 575,500 570,000 Breadth DJIA N D J F M A M J J A S O NYSE Cumulative Daily Breadth vs DJIA 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. Breadth 584,520 Snapback: NYSE Composite breadth turned up after the S&P 500 returned to its winning ways. Winning NYSE stocks swept losers by well over 3 to 1. For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

36 BARRON’S October 16, 2023 DATA NEW YORK STOCK EXCHANGE COMPOSITE LIST BARRONS.COM/DATA –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. 131.31 86.24 Nike NKE 1.4 31 99.91 +2.80 .34 17.10 2.90 NineEnergy NINE ... 10 4.05 +0.44 ... 28.95 22.86 NiSource NI 3.9 18 25.78 +1.19 .25 21.53 11.50 NoahHoldings NOAH 3.1 6 11.74 –0.77 .38 55.34 31.04 Noble NE 2.5 19 48.73 –0.04 .30 5.11 3.50 Nokia NOK 2.1 5 3.51 –0.05.0336 19.76 12.50 NomadFoods NOMD ... 11 14.33 –0.38 ... 4.47 3.00 Nomura NMR 2.7 15 3.96 –0.09.0862 4.65 2.81 NordicAmTankers NAT 11.5 7 4.17 +0.12 .13 27.15 13.70 Nordstrom JWN 5.4 80 14.06 –0.14 .19 261.71 186.82 NorfolkSouthern NSC 2.6 18 200.94 +9.43 1.35 26.30 10.44 NorthAmConstr NOA 1.4 11 21.97 +0.36.0588 18.49 10.03 NoEuroOil NRT 26.3 4 11.41 –0.06 .21 43.64 25.56 NorthernOil&Gas NOG 3.8 3 40.53 +2.16 .38 556.27 414.56 NorthropGrum NOC 1.5 16 490.15 +66.91 1.87 52.39 36.57 NorthwestNat NWN 5.0 14 39.17 +0.63 .485 22.75 11.76 NorwegCruise NCLH ... dd 14.86 –1.79 ... 5.97 2.01 NouveauMonde NMG ... dd 2.07 –0.17 ... 99.94 71.25 Novartis NVS 2.3 27 97.24 +0.103.4694 104.00 50.45 NovoNordisk NVO .7 24 102.14 +10.02.8836 8.29 3.39 NuHoldings NU ... cc 7.76 +0.38 ... 45.55 18.10 NuSkinEnts NUS 8.5 13 18.35 –1.04 .39 182.68 116.08 Nucor NUE 1.4 7 147.06 –10.17 .51 12.36 4.47 NuScalePower SMR ... dd 5.78 +0.03 ... 18.41 14.30 NuSTAREnergy NS 9.1 22 17.49 +0.85 .40 86.88 52.23 Nutrien NTR 3.5 8 60.41 +1.70 .53 2.55 1.14 NuvationBio NUVB ... dd 1.17 –0.03 ... 58.98 31.92 nVentElectric NVT 1.4 19 50.69 –2.55 .175 O 34.30 22.34 OFGBancorp OFG 2.9 8 30.20 –0.52 .22 41.00 31.25 OGE Energy OGE 4.9 16 34.12 +1.48.4182 23.57 14.55 O-I Glass OI ... 4 15.47 –0.10 ... 89.01 64.48 ONE Gas OGS 3.8 17 69.11 +1.71 .65 71.57 53.74 ONEOK OKE 5.5 13 69.12 +5.62 .955 11.20 5.91 ON24 ONTF .0 dd 6.19 –0.35 1.09 16.49 12.09 Openlane KAR ... dd 14.17 –0.95 ... 76.11 55.51 OccidentalPetrol OXY 1.1 11 64.37 +2.97 .18 27.46 8.67 OceaneeringIntl OII ... 40 25.06 +1.65 ... 37.17 21.17 OcwenFinancial OCN ... dd 23.14 –0.43 ... 19.35 5.63 Offerpad OPAD ... dd 8.73 –0.30 ... 69.09 24.00 Oil-Dri ODC 2.0 17 56.77 –6.96 .29 10.47 4.35 OilStatesIntl OIS ... 63 7.71 +0.27 ... 29.89 22.24 OldRepublic ORI 3.6 10 26.91 +0.14 .245 64.70 45.05 Olin OLN 1.7 8 48.12 +1.17 .20 9.55 5.51 Olo OLO ... dd 5.54 –0.26 ... 34.36 25.61 OmegaHealthcare OHI 7.9 34 34.01 +0.84 .67 99.23 66.39 Omnicom OMC 3.8 11 74.55 +0.30 .70 37.08 15.64 OnHolding ONON ... cc 23.67 –1.44 ... 24.77 17.55 OneLiberty OLP 9.7 14 18.57 +0.70 .45 10.00 2.61 OneConnectFin OCFT ... dd 3.27 +0.11 ... 48.64 29.25 OneMain OMF 10.7 7 37.40 –0.26 1.00 147.72 58.68 OntoInnovation ONTO ... 39 138.10 +3.34 ... 16.77 11.29 Ooma OOMA ... dd 12.07 –0.52 ... 49.32 28.89 Oppenheimer A OPY 1.7 14 36.16 –0.45 .15 2.74 1.70 OppFi OPFI ... dd 2.21 –0.12 ... 127.54 64.21 Oracle ORCL 1.5 32 108.25 –1.71 .40 13.08 8.98 Orange ORAN 4.9 18 11.58 –0.06.3142 12.66 7.29 OrchidIsland ORC 19.4 dd 7.44 –0.39 .12 32.43 15.96 Organon OGN 6.5 6 17.32 +0.74 .28 43.01 25.59 OriginBancorp OBK 2.1 9 28.20 –0.45 .15 5.96 2.10 OrionGroup ORN ... dd 5.71 +0.44 ... 9.95 4.41 OrionOffice ONL 8.2 dd 4.85 +0.02 .10 26.91 13.50 Orion OEC .4 11 20.61 +0.17.0207 101.56 68.78 Orix IX 2.9 11 91.01 –0.281.5303 101.81 65.11 OrmatTech ORA .7 43 67.22 –0.41 .12 9.89 2.05 OscarHealth OSCR ... dd 4.93 –0.62 ... 106.66 72.09 Oshkosh OSK 1.8 15 93.65 +1.56 .41 6.25 2.48 OsiskoDevelopment ODV ... dd 3.25 –0.22 ... 17.96 9.73 OsiskoGold OR 1.5 70 11.98 +0.25.0452 91.33 63.83 OtisWorldwide OTIS 1.7 25 80.00 +0.46 .34 19.20 3.21 Ouster OUST ... dd 4.23 –0.30 ... 21.65 8.18 OutfrontMedia OUT 13.9 dd 8.62 +0.26 .30 4.64 2.65 OverseasShip OSG ... 8 4.60 +0.09 ... 59.11 32.07 Ovintiv OVV 2.4 4 49.84 +4.30 .30 22.86 11.79 Owens&Minor OMI ... dd 14.82 –0.68 ... 147.00 80.24 OwensCorning OC 1.6 9 127.43 –4.97 .52 16.10 2.52 Owlet OWLT ... dd 3.98 –0.51 ... 123.37 88.32 OxfordIndustries OXM 2.9 9 89.88 –3.66 .65 P Q 56.38 31.26 PBF Energy PBF 1.7 2 46.60 +1.17 .20 18.19 13.77 PG&E PCG ... 18 16.28 +0.77 ... 32.78 17.43 PGT Innovations PGTI ... 18 31.07 +4.79 ... 37.00 24.49 PHINIA PHIN 3.7 ... 27.30 +0.61 .25 4.39 2.33 PHX Minerals PHX 2.5 5 3.60 +0.06.0225 86.92 59.61 PJT Partners PJT 1.3 24 77.23 –0.74 .25 30.64 19.02 PLDT PHI 5.6 21 21.57 +0.16.8628 170.28 110.31 PNC Finl PNC 5.2 8 118.14 –2.18 1.55 49.60 42.75 PNM Resources PNM 3.4 16 43.74 +0.04.3675 133.09 41.53 POSCO PKX 1.5 29 94.10 –2.67.7334 152.89 107.40 PPG Ind PPG 2.0 23 128.46 –4.67 .65 31.74 22.20 PPL PPL 4.0 25 23.89 +0.45 .24 44.81 12.11 ProgHoldings PRG ... 11 30.12 +0.22 ... 11.64 9.96 ProofAcqnIA PACI ... 61 10.74 ... ... 38.96 20.32 PROS PRO ... dd 33.80 –0.96 ... 35.57 4.30 PSQ PSQH ... 81 5.85 –2.26 ... 13.41 8.75 P10 PX 1.2 98 10.08 –0.46.0325 94.51 46.76 PVH PVH .2 24 70.19 –3.55.0375 158.66 112.00 PackagingCpAm PKG 3.3 16 151.37 –0.17 1.25 35.33 19.51 PagerDuty PD ... dd 20.59 –1.29 ... 14.97 7.51 PagSeguroDig PAGS ... 9 7.90 –0.55 ... 20.24 5.92 PalantirTech PLTR ... dd 17.36 +0.75 ... 48.79 22.00 PampaEnergia PAM ... 4 39.66 +2.12 ... 19.85 13.40 PanAmerSilver PAAS 2.7 dd 14.88 +1.01 .10 37.50 18.25 ParPacific PARR ... 3 32.32 –0.16 ... 46.63 20.37 ParTechnology PAR ... dd 37.34 –2.76 ... 21.49 9.04 Paragon28 FNA ... dd 9.18 –1.97 ... 6.86 3.90 ParamountGroup PGRE 3.2 dd 4.38 +0.07 .035 16.92 10.59 ParkAerospace PKE 3.4 29 14.74 +0.40 .125 15.38 10.70 ParkHotels PK 5.9 dd 11.78 –0.17 .15 428.16 252.55 ParkerHannifin PH 1.5 25 392.93 +1.21 1.48 58.55 40.38 Parsons PSN ... 52 57.58 +2.69 ... 374.04 252.12 PaycomSoftware PAYC .6 49 264.97 –5.31 .375 17.24 6.75 Paymentus PAY ... cc 15.82 +0.79 ... 24.25 9.34 Paysafe PSFE ... dd 10.44 –0.59 ... 32.89 17.71 PeabodyEnergy BTU 1.2 3 25.76 +1.33 .075 47.00 8.00 PeakstoneRealty PKST 6.1 dd 14.73 –0.83 .225 12.03 9.29 Pearson PSO 2.5 22 10.97 +0.18 .09 17.38 12.37 PebblebrookHotel PEB .3 dd 13.09 –0.13 .01 19.63 11.69 PediatrixMedical MD ... 9 11.77 –1.11 ... 11.00 10.07 PegasusDigA PGSS ... 40 10.96 +0.01 ... 36.93 28.15 PembinaPipeline PBA 6.6 8 30.48 +1.45.4967 7.07 4.70 PennantPark PNNT 4.4 dd 6.42 +0.20 .07 82.92 43.78 PennyMacFin PFSI 1.2 14 66.62 +0.23 .20 15.78 10.97 PennyMacMtg PMT 13.9 19 11.47 –0.45 .40 180.84 94.83 PenskeAuto PAG 1.7 8 146.57 –6.43 .72 71.82 38.55 Pentair PNR 1.4 21 62.41 –0.89 .22 348.67 144.76 Penumbra PEN ... cc 196.42 –29.03 ... 21.03 2.60 Perfect PERF ... dd 2.88 –0.07 ... 64.34 44.35 PerformanceFood PFGC ... 21 53.67 –1.71 ... 11.25 3.17 PerimeterSolns PRM ... 8 3.23 –0.56 ... 27.77 16.65 PermianBasin PBT 3.9 19 21.04 +0.70.0224 15.30 8.43 PermianRscs PR 1.3 10 14.83 +1.61 .05 4.05 2.02 PermianvilleRT PVL 16.0 5 2.33 +0.12.0697 8.00 4.10 PermRock PRT 11.2 7 5.94 +0.68.0406 41.44 29.03 Perrigo PRGO 3.7 dd 29.37 –1.09 .273 16.32 8.88 PetroleoBrasil PBR 23.0 3 15.44 +1.35.1496 14.93 7.86 PetroleoBrasilA PBR.A25.0 3 14.22 +1.22.1496 54.93 31.77 Pfizer PFE 5.1 9 32.11 –1.02 .41 105.62 84.44 PhilipMorris PM 5.6 18 92.26 +0.09 1.30 125.19 89.74 Phillips66 PSX 3.8 5 110.60 +1.41 1.05 4.99 1.10 PhoenixNewMedia FENG ... dd 1.39 +0.01 ... 40.00 16.42 Phreesia PHR ... dd 16.52 –1.74 ... 16.34 11.35 PhysiciansRealty DOC 7.9 28 11.61 –0.02 .23 11.37 5.03 PiedmontOfficeA PDM 9.8 8 5.09 –0.10 .125 86.03 61.06 PinnacleWest PNW 4.6 21 75.69 +3.33 .865 30.86 20.60 Pinterest PINS ... dd 26.62 –1.46 ... 274.70 177.27 PioneerNatRscs PXD 6.6 11 248.29 +10.86 .59 162.20 105.80 PiperSandler PIPR 1.7 29 139.28 –4.85 .60 4.85 2.75 PitneyBowes PBI 5.5 dd 3.62 –0.03 .05 85.91 44.13 PlanetFitness PLNT ... 35 50.98 +2.88 ... 5.81 2.17 PlanetLabs PL ... dd 2.18 –0.43 ... 8.28 4.38 PlayAGS AGS ... 72 6.79 +0.37 ... 23.79 15.97 PlymouthIndREIT PLYM 4.4 dd 20.67 –0.23 .225 138.49 91.86 Polaris PII 2.7 9 97.13 –0.30 .65 51.58 38.01 PortlandGenElec POR 4.6 17 41.66 +1.02 .475 98.84 78.85 PostHoldings POST ... 17 81.65 –0.54 ... 16.24 12.98 PostalRealty PSTL 6.9 cc 13.69 +0.59.2375 26.05 16.41 PowerSchool PWSC ... dd 20.70 –1.96 ... 87.36 41.56 PrecisionDrilling PDS ... 9 61.70 +2.47 ... 68.54 50.54 PrestigeCnsHlth PBH ... dd 59.41 +0.95 ... 220.00 131.00 Primerica PRI 1.3 17 205.40 +10.65 .65 16.47 12.27 PrimoWater PRMW 2.4 25 13.34 –0.24 .08 36.19 16.38 PrimorisSvcs PRIM .8 13 30.53 –0.61 .06 22.82 11.87 ProAssurance PRA 1.1 cc 17.88 –0.07 .05 76.86 41.80 ProcoreTech PCOR ... dd 67.80 –1.80 ... 158.38 124.77 Procter&Gamble PG 2.6 25 144.69 +0.60.9407 155.38 111.41 Progressive PGR .3 53 154.95 +12.09 .10 136.67 99.40 Prologis PLD 3.2 30 109.65 +0.74 .87 5.94 3.35 PropertyGuru PGRU ... dd 4.16 +0.23 ... 12.58 6.33 ProPetro PUMP ... 13 10.41 +1.09 ... 78.76 51.35 ProsperityBcshs PB 4.3 10 51.68 –1.68 .55 40.09 22.04 ProtoLabs PRLB ... dd 25.59 –0.44 ... 24.58 14.41 ProvidentFinSvcs PFS 6.7 7 14.42 –0.66 .24 110.96 75.37 PrudentialFinl PRU 5.3 31 93.87 +0.98 1.25 34.37 18.20 Prudential PUK ... 16 21.59 –0.02 ... 65.46 53.29 PublicServiceEnt PEG 3.8 11 60.80 +3.48 .57 316.48 254.87 PublicStorage PSA 4.4 12 272.12 +8.153.00 86.16 35.99 PulteGroup PHM .9 6 72.89 +0.69 .16 40.50 22.14 PureStorage PSTG ... dd 35.11 –0.24 ... 11.08 10.14 PyrophyteAcqn PHYT ... 30 10.94 +0.04 ... 36.52 18.91 Q2 QTWO ... dd 32.07 –0.09 ... 51.18 38.14 Qiagen QGEN ... 26 38.46 –2.05 ... 6.41 2.20 QuadGraphics QUAD ... dd 4.73 –0.21 ... 216.45 133.10 QuakerHoughton KWR 1.3 cc 144.88 –11.46 .455 29.63 18.71 QuanexBldg NX 1.2 11 27.47 –0.49 .08 212.82 123.25 QuantaServices PWR .2 44 173.53 +0.82 .08 13.86 5.11 QuantumScape QS ... dd 6.07 –0.35 ... 2.54 0.69 Qudian QD ... 17 2.03 –0.12 ... 158.34 119.59 QuestDiag DGX 2.3 18 122.50 –1.77 .71 R 256.29 195.18 RBC Bearings RBC ... 44 237.78 –0.24 ... 67.77 48.72 RB Global RBA 1.6 72 66.52 +1.18 .27 11.89 10.08 RCF Acqn A RCFA ... 33 10.97 +0.02 ... 35.89 24.27 RELX RELX 2.0 32 35.49 +0.36.2195 24.28 11.23 RE/MAX RMAX 8.2 dd 11.25 –0.83 .23 16.54 9.85 REV REVG 1.3 38 15.37 –0.82 .05 406.38 227.00 RH RH ... 18 238.53 –9.75 ... 149.65 109.06 RLI RLI .8 9 134.92 –2.38 .27 12.92 9.27 RLJ Lodging RLJ 4.2 30 9.58 –0.18 .10 3.06 0.90 RLX Tech RLX ... 35 1.60 +0.06 ... 11.40 6.54 RPC RES 1.6 7 8.92 +0.51 .04 107.40 78.52 RPM RPM 1.9 24 96.02 –2.09 .46 11.67 8.34 RPT Realty RPT 5.4 14 10.33 +0.39 .14 104.91 68.56 RTX RTX 3.2 19 73.25 +3.48 .59 25.50 14.75 RXO RXO ... cc 18.52 –0.41 ... 28.26 17.84 RadianGroup RDN 3.4 6 26.26 +0.03 .225 2.52 1.55 Rafael RFL ... dd 1.86 –0.02 ... 135.76 88.50 RalphLauren RL 2.7 14 109.57 –4.09 .75 35.37 22.61 RangeResources RRC .9 5 34.99 +1.96 .08 14.64 9.07 RangerEnergySvcs RNGR 1.5 10 13.67 +0.62 .05 8.24 2.66 Ranpak PACK ... dd 4.43 –0.50 ... 126.00 82.00 RaymondJames RJF 1.7 13 98.99 –0.28 .42 9.84 2.75 RayonierAdvMatls RYAM ... 22 2.81 –0.52 ... 37.79 26.49 Rayonier RYN 4.3 49 26.73 –0.73 .285 13.74 9.31 ReadyCapital RC 14.2 4 10.13 +0.25 .36 68.85 48.42 RealtyIncome O 6.1 38 50.59 +0.48 .256 4.58 1.67 Redwire RDW ... dd 2.66 –0.21 ... 8.72 5.47 RedwoodTrust RWT 11.1 dd 7.04 +0.08 .16 166.00 111.84 RegalRexnord RRX 1.1 35 129.91 –5.30 .35 38.34 24.38 RegionalMgmt RM 4.7 9 25.42 –0.99 .30 24.33 13.94 RegionsFinl RF 6.0 7 16.03 –0.49 .24 1.85 0.53 Regis RGS ... dd .61 –0.06 ... 153.35 120.99 ReinsGrp RGA 2.3 11 146.37 +0.56 .85 295.98 177.98 RelianceSteel RS 1.6 10 255.90 –4.88 1.00 223.80 137.44 RenaissanceRe RNR .7 26 214.96 +7.09 .38 41.77 23.47 Renasant RNST 3.4 9 26.06 ... .22 41.55 27.39 RentokilInit RTO 1.2 50 36.89 +0.83.1759 156.65 120.58 RepublicSvcs RSG 1.5 30 147.35 +2.96 .535 23.94 14.70 ResideoTech REZI ... 11 14.73 –0.97 ... 243.52 136.02 ResMed RMD 1.4 23 140.25 –6.34 .48 78.30 53.41 RestaurantBrands QSR 3.5 19 62.67 –0.31 .55 32.59 12.25 Revolve RVLV ... 26 14.51 +0.52 ... 150.17 104.09 Revvity RVTY .3 16 105.85 –1.69 .07 41.63 26.05 RexAmerRscs REX ... 24 35.94 –2.03 ... 66.71 46.29 RexfordIndlRealty REXR 3.1 50 48.88 +0.66 .38 11.10 10.08 RigelResourceA RRAC ... 42 10.92 +0.04 ... 49.32 25.32 RingCentral RNG ... dd 28.84 –1.19 ... 80.52 52.25 RioTinto RIO 6.4 12 62.38 +0.38 1.77 6.73 3.57 Riskified RSKD ... dd 3.63 –0.57 ... 7.37 0.38 RiteAid RAD ... dd .65 +0.11 ... 10.45 7.34 RithmCapital RITM10.9 7 9.19 +0.03 .25 89.78 64.65 RobertHalf RHI 2.5 15 75.70 +1.00 .48 47.67 24.88 Roblox RBLX ... dd 30.51 +0.05 ... 11.95 5.97 RocketCos. RKT ... dd 7.75 –0.19 ... 348.52 221.83 Rockwell ROK 1.6 23 288.32 –1.99 1.18 50.16 36.69 RogersComm B RCI 3.8 18 38.64 +0.60.3795 240.97 98.45 Rogers ROG ... 24 123.06 –5.38 ... 45.04 34.29 Rollins ROL 1.4 45 35.91 –0.17 .13 10.96 9.92 RossAcqnIIA ROSS ... 47 10.82 +0.01 ... 104.72 80.94 RoyalBkCanada RY 4.7 11 83.86 –0.22.9959 112.95 44.51 RoyalCaribbean RCL ... dd 86.11 –4.77 ... 27.36 1.65 RubiconTech RBT ... dd 2.05 –0.12 ... 5.48 2.77 RushStreetInt RSI ... dd 3.78 –0.26 ... 50.64 32.13 RyanSpecialty RYAN ... 77 47.30 –1.47 ... 107.90 72.48 RyderSystem R 2.8 9 101.46 +0.76 .71 44.70 24.00 RyersonHolding RYI 2.6 9 27.74 –0.89.1825 98.60 77.18 RymanHospitality RHP 3.6 21 83.95 –0.311.00 S 145.10 84.52 SAP SAP 1.3 75 128.79 –2.132.1864 428.65 286.12 S&P Global SPGI 1.0 50 363.71 –0.35 .90 11.54 9.88 SDCLEDGEAcqn SEDA ... 59 10.62 –0.01 ... 14.44 6.55 SeacorMarine SMHI ... dd 13.80 +0.11 ... 6.42 1.33 SES AI SES ... dd 2.46 +0.10 ... 11.52 8.43 SFL SFL 8.6 ... 11.17 +0.11 .24 14.63 10.88 SITE Centers SITC 4.4 25 11.90 +0.15 .13 83.88 56.96 SJW Group SJW 2.6 21 59.10 –1.29 .38 21.73 18.26 SK Telecom SKM 5.5 10 20.24 +0.21.3492 44.65 19.06 SLGreenRealty SLG 9.5 dd 34.37 +0.67.2708 48.55 24.66 SM Energy SM 1.4 5 41.98 +4.51 .15 9.50 2.54 SOS SOS ... dd 3.99 –0.46 ... 91.94 57.21 SPX Tech SPXC ... 60 79.91 –0.90 ... 38.83 27.62 STAG Indl STAG 4.3 32 34.39 +0.14.1225 91.10 61.00 SabineRoyalty SBR 11.6 8 63.44 –0.35.2787 3.85 2.51 SafeBulkers SB 6.0 3 3.31 ... .05 35.53 15.72 Safehold SAFE 4.3 dd 16.42 +0.41 .177 238.22 126.34 Salesforce CRM ... cc 204.59 –2.77 ... 18.42 7.21 SallyBeauty SBH ... 5 7.26 –0.66 ... 32.41 8.42 Samsara IOT ... dd 23.46 –2.24 ... 12.25 6.45 SanJuanBasin SJT 22.1 4 7.47 +0.36.0538 22.05 12.62 SandRidgeEnergy SD 2.5 3 16.26 +1.24 .10 6.31 4.27 SandstormGold SAND 1.2 26 4.78 +0.27.0151 28.87 20.30 SaratogaInvt SAR 11.7 9 23.82 –0.42 .71 18.70 11.56 Sasol SSL 5.2 17 13.89 +1.55.3871 44.09 32.13 SaulCenters BFS 7.0 21 33.94 –0.61 .59 26.88 14.70 SaversValue SVV ... 34 14.79 –1.51 ... 62.12 42.09 Schlumberger SLB 1.7 22 58.96 +3.26 .25 31.74 20.80 SchneiderNatl SNDR 1.3 12 26.84 –0.05 .09 86.63 45.00 SchwabC SCHW 1.9 15 51.33 –0.19 .25 123.53 90.41 ScienceApplicat SAIC 1.3 12 114.04 +7.36 .37 64.20 40.34 ScorpioTankers STNG 1.8 4 56.00 +4.63 .25 88.61 41.49 ScottsMiracleGro SMG 5.5 dd 47.77 +0.68 .66 8.90 3.71 ScullyRoyalty SRL 16.1 dd 4.88 –1.08 .17 12.40 7.93 SculptorCapMgmt SCU 2.9 dd 12.22 –0.02 .06 88.84 34.87 Sea SE ... cc 45.57 +3.16 ... 16.18 9.72 SeabridgeGold SA ... dd 11.44 +1.15 ... 50.72 24.51 SeaDrill SDRL ... 7 43.15 +1.12 ... 56.43 29.32 SealedAir SEE 2.7 11 29.55 –0.34 .20 68.19 42.24 SeaWorldEnt SEAS ... 11 42.49 –1.93 ... 33.51 18.86 SelectMedical SEM 2.2 15 23.17 –0.87 .125 9.84 5.52 SelectWater WTTR 2.6 13 7.69 +0.20 .05 2.94 0.51 SelectQuote SLQT ... dd 1.24 +0.03 ... 84.13 63.75 Sempra SRE 3.4 18 69.49 +2.36 .595 12.48 7.16 Semrush SEMR ... dd 7.97 –0.30 ... 20.98 10.44 SendasDistrib ASAI .7 18 11.50 +0.08.0358 54.34 36.06 SensataTech ST 1.3 15 36.78 –0.56 .12 79.19 52.90 SensientTech SXT 3.1 17 53.14 –3.28 .41 24.72 12.43 SentinelOne S ... dd 16.50 –0.41 ... 3.90 1.86 SequansComms SQNS ... ... 2.89 +0.02 ... 12.79 7.11 SeritageGrowth SRG ... dd 7.72 +0.23 ... 74.66 53.25 ServiceIntl SCI 2.2 17 53.84 –0.66 .29 614.36 340.90 ServiceNow NOW ... 79 549.66 –11.06 ... 89.07 39.27 ServisFirst SFBS 2.2 12 51.29 –2.35 .28 80.58 40.83 ShakeShack SHAK ... dd 53.52 –2.71 ... 52.90 25.84 SharkNinja SN ... ... 41.47 –3.00 ... 67.61 50.47 Shell SHEL 3.4 8 67.38 +2.85 .662 283.80 199.01 SherwinWilliams SHW 1.0 27 246.94 –7.91.605 76.40 36.33 Shift4Paymts FOUR ... 31 50.67 –4.33 ... 36.64 24.55 ShinhanFin SHG 5.2 4 26.07 –0.42.2781 71.43 25.98 Shopify SHOP ... dd 51.55 –2.10 ... 11.09 9.98 ShoulderUpTechA SUAC ... 67 10.55 +0.01 ... 81.23 36.20 Shutterstock SSTK 2.9 12 36.92 –0.39 .27 12.44 5.16 Sibanye-Stillwater SBSW 5.0 5 6.02 +0.62.1102 83.42 54.46 SignetJewelers SIG 1.3 8 69.26 +0.78 .23 55.41 40.04 SilganHoldings SLGN 1.8 14 40.29 –0.86 .18 43.95 19.13 SilverBowRscs SBOW ... 2 34.60 +2.60 ... 10.49 9.95 SilverBoxIIIA SBXC ... ... 10.24 –0.01 ... 7.95 4.37 Similarweb SMWB ... dd 5.28 –1.20 ... 133.08 95.14 SimonProperty SPG 7.1 17 107.03 +2.62 1.90 166.03 76.20 SimpsonMfg SSD .8 17 135.10 –5.69 .27 11.34 4.92 SiriusPoint SPNT ... dd 10.11 –0.22 ... 176.16 97.36 SiteOneLandscape SITE ... 36 152.25 –6.89 ... 33.65 19.31 SitioRoyalties STR 6.5 18 24.57 +1.52 .40 31.29 18.98 SixFlags SIX ... 22 20.74 –0.98 ... 56.53 32.01 SkechersUSA SKX ... 16 48.09 –0.47 ... 7.65 4.17 SkeenaRscs SKE ... dd 4.54 +0.16 ... 43.40 13.85 Skillsoft SKIL ... dd 17.14 +3.19 ... 24.80 3.96 Skillz SKLZ ... dd 4.20 –0.12 ... 76.82 44.68 SkylineChamp SKY ... 10 61.20 +0.34 ... 4.12 2.03 SmartRent SMRT ... dd 2.61 –0.11 ... 52.81 25.09 Smartsheet SMAR ... dd 41.79 +0.17 ... 76.94 48.21 SmithAO AOS 1.8 39 70.26 +2.97 .32 33.09 22.55 Smith&Nephew SNN 3.2 45 22.88 –0.82 .288 163.07 110.49 Smucker SJM 3.7 dd 113.31 –1.69 1.06 13.89 7.33 Snap SNAP ... dd 8.68 +0.05 ... 297.26 201.80 Snap-On SNA 2.6 14 253.65 –6.06 1.62 193.94 119.27 Snowflake SNOW ... dd 157.16 –2.79 ... 112.35 52.42 SOQUIMICH SQM 9.9 5 57.44 +2.96.5119 8.11 3.08 SohoHouse SHCO ... dd 7.23 +0.26 ... 13.75 7.15 SolarisOilfield SOI 4.3 12 10.25 +0.31 .11 12.22 7.94 SolarWinds SWI ... dd 9.12 –0.35 ... 8.86 3.39 SoloBrands DTC ... 15 4.23 –0.60 ... 2.95 0.22 Sonendo SONX ... dd .33 +0.02 ... 62.26 39.02 SonicAutomotive SAH 2.8 dd 41.84 –0.87 .29 17.40 6.00 SonidaSrLiving SNDA ... dd 8.66 –0.42 ... 64.89 52.03 SonocoProducts SON 3.9 11 52.86 –0.46 .51 100.94 63.34 Sony SONY .5 16 85.15 +2.18.2861 75.80 61.56 Southern SO 4.2 24 66.55 +1.58 .70 87.59 45.17 SoCopper SCCO 4.9 20 72.14 –1.79 1.00 11.66 9.99 SouthportAcqnA PORT ... 41 10.61 +0.05 ... 40.38 25.07 SouthwestAir LUV 2.8 29 25.37 –1.71 .18 74.44 53.79 SouthwestGas SWX 4.3 dd 57.59 –0.88 .62 7.48 4.57 SouthwesternEner SWN ... 1 6.73 +0.29 ... 85.25 41.24 SpectrumBrands SPB 2.2 2 75.08 –0.60 .42 43.93 18.00 SphereEnt SPHR ... 2 34.98 –4.25 ... 12.64 2.80 SpireGlobal SPIR ... dd 3.75 –0.37 ... 75.83 53.77 Spire SR 5.0 13 57.66 +0.16 .72 38.55 14.65 SpiritAeroSys SPR ... dd 16.87 +0.17 ... 22.70 14.41 SpiritAirlines SAVE .0 dd 15.93 –0.70 .10 44.65 32.48 SpiritRealtyCap SRC 7.9 16 33.71 +0.71.6696 182.00 69.29 Spotify SPOT ... dd 153.56 –6.97 ... 11.45 10.04 SpreeAcqn1 A SHAP ... 38 10.92 +0.04 ... 16.68 7.25 Sprinklr CXM ... cc 13.64 –0.61 ... 41.96 29.00 Sprott SII 3.4 22 29.65 –0.36 .25 12.40 3.89 SprucePower SPRU ... dd 4.69 +0.23 ... 34.38 16.86 Squarespace SQSP ... dd 29.45 –0.42 ... 65.99 32.39 St.Joe JOE .9 35 50.88 –2.53 .12 42.42 31.91 StandardMotor SMP 3.6 11 32.11 –0.73 .29 168.81 82.63 StandexIntl SXI .8 13 146.57 –3.29 .28 104.21 70.70 StanleyBlackDck SWK 4.0 16 81.45 +3.27 .81 69.02 45.06 Stantec STN .9 33 65.01 –0.70 .147 13.10 6.88 Starrett A SCX ... 3 10.77 ... ... 4.53 2.64 Startek SRT ... dd 4.32 +1.07 ... 21.73 16.06 StarwoodProp STWD10.2 11 18.85 +0.07 .48 94.74 59.24 StateStreet STT 4.3 9 64.28 –0.89 .69 48.00 38.00 SteelPartners SPLP ... 6 42.00 –1.02 ... 11.85 6.20 Steelcase SCS 3.5 24 11.48 +0.49 .10 20.71 12.08 Stellantis STLA ... 3 19.68 +0.22 ... 36.09 20.24 StellarBancorp STEL 2.4 11 21.83 –0.70 .13 14.83 3.50 Stem STEM ... dd 3.83 –0.11 ... 114.97 63.60 Stepan SCL 2.3 19 63.66 –5.68 .365 254.00 160.15 Steris STE .9 cc 222.32 –1.91 .52 36.30 13.71 Stevanato STVN .2 57 33.04 +0.75.0578 51.72 35.96 StewartInfo STC 4.6 23 41.61 –0.90 .475 68.77 50.67 StifelFinancial SF 2.5 12 58.58 –1.07 .36 55.85 29.57 STMicroelec STM .5 9 42.89 –1.94 .06 25.87 14.18 Stoneridge SRI ... dd 17.55 –1.05 ... 47.35 30.66 Stride LRN ... 15 45.32 +0.22 ... 306.93 205.43 Stryker SYK 1.2 36 257.88 –7.97 .75 9.57 1.75 StudioCity MSC ... dd 5.42 +0.10 ... 63.21 49.45 SturmRuger RGR 2.8 14 54.32 +2.64 .36 16.96 14.42 SuburbanPropane SPH 8.0 12 16.32 +0.03 .325 10.58 5.39 SumitomoMits SMFG 2.9 11 9.67 –0.16 .173 8.81 5.40 SummitHotelProp INN 4.2 dd 5.76 –0.08 .06 39.56 23.87 SummitMaterials SUM ... 23 32.79 –0.01 ... 21.49 13.00 SummitMidstream SMLP ... dd 18.41 –1.07 ... 163.83 104.01 SunComms SUI 3.5 57 104.85 –12.48 .93 53.21 39.44 SunLifeFinancial SLF 4.5 13 48.83 +0.41.5518 10.43 6.28 Sunco*keEnergy SXC 4.1 9 9.76 +0.09 .10 37.23 27.59 SuncorEnergy SU 4.5 10 34.21 +1.99.3868 15.40 2.97 SunlandsTech STG ... 1 5.08 +0.11 ... 24.82 8.35 SunnovaEnergy NOVA ... dd 10.22 +1.09 ... 51.85 39.10 Sunoco SUN 6.7 15 50.54 +2.16.842 11.38 8.60 SunstoneHotel SHO 2.4 22 9.34 ... .07 4.28 2.57 SuperGroup SGHC ... ... 3.82 +0.19 ... 7.38 2.60 SuperiorIndsIntl SUP ... dd 2.80 ... ... 5.00 1.10 SurfAirMobility SRFM ... ... 1.33 –0.02 ... 11.59 7.46 Suzano SUZ ... 3 11.45 +0.54 ... 20.00 6.10 Sweetgreen SG ... dd 10.93 –0.67 ... 57.38 37.59 Sylvamo SLVM 2.8 6 43.21 +1.37 .30 40.89 26.59 SynchronyFinl SYF 3.5 5 28.87 –0.45 .25 44.91 25.19 SynovusFinl SNV 5.7 5 26.58 –0.23 .38 87.41 62.24 Sysco SYY 3.2 18 63.26 +0.31 .50 6.33 1.04 System1 SST ... dd 1.19 +0.03 ... T 10.45 2.81 TAL Education TAL ... dd 8.91 –0.09 ... 49.51 32.52 TC Energy TRP 8.0 48 35.06 +1.61.6846 15.38 4.75 TDCX TDCX ... 9 5.29 –0.49 ... 111.57 82.66 TD Synnex SNX 1.5 14 94.79 –2.85 .35 146.60 107.49 TE Connectivity TEL 1.9 19 121.45 –2.52 .59 22.29 13.66 Tegna TGNA 3.2 5 14.08 +0.21.1138 22.08 15.47 Telus TU 6.5 27 16.71 +0.22.2676 27.00 6.97 TelusIntl TIXT ... 19 6.97 –0.55 ... 45.81 26.01 Ternium TX 7.3 4 37.17 +0.55 1.80 138.16 85.86 TFI Intl TFII 1.2 17 121.29 –3.49 .35 16.01 10.20 TIM TIMB 4.6 19 15.00 +0.35.0745 93.78 63.45 TJX TJX 1.5 26 88.60 +0.04.3325 118.04 67.31 TKO TKO .6 38 77.63 –4.36 3.86 9.23 5.14 TPG RE Fin TRTX15.5 dd 6.20 +0.06 .24 25.00 18.71 TXO Partners TXO 9.7 5 19.85 +0.52 .48 110.69 59.43 TaiwanSemi TSM 1.6 15 90.46 +1.17.4724 17.15 12.28 TakedaPharm TAK 3.7 22 15.14 –0.02 .31 22.50 10.69 TalosEnergy TALO ... 4 15.78 +0.59 ... 25.23 15.92 Tanger SKT 4.3 27 23.03 +0.55 .245 47.48 27.07 Tapestry TPR 5.1 7 27.59 –0.60 .35 88.01 64.80 TargaResources TRGP 2.3 23 87.22 +5.93 .50 181.70 102.93 Target TGT 3.9 15 111.98 +6.97 1.10 42.22 22.89 TaroPharm TARO ... 61 34.78 –1.35 ... 52.09 23.51 TaylorMorrison TMHC ... 4 40.77 –0.71 ... 11.25 3.53 Team TISI ... 0 8.24 +0.12 ... 21.67 9.31 TechnipFMC FTI 1.0 dd 20.52 +1.38 .05 49.34 29.75 TeckResourcesB TECK 1.0 16 38.91 –1.97.094 54.40 19.56 Tecnoglass TGLS 1.1 8 32.75 –1.15 .09 7.26 3.48 Teekay TK ... 4 6.55 +0.24 ... 48.05 26.40 TeekayTankers TNK 2.3 3 43.13 +3.41 .25 20.65 14.89 TejonRanch TRC ... 29 15.66 –0.29 ... 34.73 18.04 TeladocHealth TDOC ... dd 18.51 –0.19 ... 6.88 3.82 TelecomArgentina TEO 24.1 dd 5.16 +0.28.208 448.71 330.95 TeledyneTech TDY ... 25 404.58 +3.16 ... 276.43 186.90 Teleflex TFX .7 24 189.58 –7.12 .34 9.31 6.49 TelefonicaBras VIV 5.1 17 9.09 +0.40.0244 4.53 3.15 Telefonica TEF 5.8 13 4.03 +0.02.1646 29.58 23.03 TelekmIndonesia TLK 3.5 18 24.39 +0.091.1296 21.75 6.44 Telephone&Data TDS 4.1 dd 17.88 +1.36 .185 47.70 24.81 TempurSealy TPX 1.1 17 39.89 –1.07 .11 38.00 24.69 Tenaris TS .0 5 33.21 +2.15 .68 9.29 3.14 TencentMusic TME ... 16 6.55 +0.14 ... 85.40 36.69 TenetHealthcare THC ... 12 54.09 –7.57 ... 87.53 56.90 Tennant TNC 1.4 15 75.00 –1.20 .265 57.73 29.18 Teradata TDC ... 79 44.17 –2.04 ... 65.64 31.76 Terex TEX 1.3 8 53.04 –0.07 .17 3.45 0.63 TerranOrbital LLAP ... dd .71 –0.07 ... 67.03 51.45 TerrenoRealty TRNO 3.2 30 55.52 –1.72 .45 6.64 2.43 TetraTech TTI ... 38 6.30 +0.66 ... 11.45 7.09 TevaPharm TEVA ... dd 8.66 –0.76 ... 2739.00 1266.21 TexasPacLand TPL .7 35 1874.78 +107.26 3.25 43.00 27.70 Textainer TGH 3.4 6 35.73 –0.04 .30 80.60 59.74 Textron TXT .1 18 78.29 +1.39 .02 609.85 470.61 ThermoFisher TMO .3 33 482.85 –15.70 .35 29.17 15.73 Thermon THR ... 24 27.16 –0.13 ... 138.85 98.80 ThomsonReuters TRI 1.5 28 126.65 +1.59 .49 116.31 71.58 ThorIndustries THO 2.1 13 90.65 +0.45 .48 12.67 3.81 3D Systems DDD ... dd 3.87 –0.36 ... 133.91 86.33 3M MMM 6.8 dd 88.68 +0.28 1.50 73.55 23.48 Tidewater TDW ... 73 69.43 +3.09 ... 10.35 6.05 Tilly's TLYS ... dd 8.10 –0.01 ... 95.08 63.16 Timken TKR 1.9 12 70.67 –2.81 .33 23.49 14.79 TimkenSteel TMST ... dd 20.34 –0.80 ... 17.29 9.23 TItanIntl TWI ... 5 12.78 –0.04 ... 27.00 15.77 Toast TOST ... dd 17.46 +0.38 ... 84.57 39.53 Toll Bros TOL 1.2 5 71.73 +0.75 .21 46.11 29.80 TootsieRoll TR 1.2 27 30.46 –0.17 .09 307.54 140.66 TopBuild BLD ... 13 238.04 –7.05 ... 25.96 12.62 TopgolfCallaway MODG ... 25 12.65 –0.92 ... 117.66 78.35 Toro TTC 1.6 24 85.90 +1.53 .34 70.67 55.43 TorontoDomBk TD 4.9 10 58.82 +0.42.7193 5.19 1.21 Torrid CURV ... 9 1.98 +0.24 ... 11.21 9.77 TortoiseEcoIII A TRTL ... 31 10.48 +0.01 ... 67.33 50.23 TotalEnergies TTE ... 9 66.46 +2.47 ... 12.65 7.05 TownsquareMedia TSQ 8.7 cc 8.66 +0.03.1875 195.65 131.34 ToyotaMotor TM 2.1 11 177.68 +4.502.4959 6.70 2.33 Traeger COOK ... dd 2.50 –0.26 ... 211.71 139.49 TraneTech TT 1.5 25 204.69 +0.39 .75 10.40 7.69 Transalta TAC 2.0 12 8.25 –0.25.0405 47.35 27.41 TrancntlRlty TCI ... 1 27.51 –1.00 ... 940.00 510.01 TransDigm TDG ... 46 857.09 +7.01 ... 8.88 2.87 Transocean RIG ... dd 7.71 +0.07 ... 14.19 7.46 TransportadGas TGS ... 12 11.75 +0.99 ... 82.75 50.32 TransUnion TRU .6 57 66.62 –3.62 .105 44.99 33.11 Travel+Leisure TNL 5.4 7 33.29 –0.84 .45 194.51 159.21 Travelers TRV 2.4 17 164.21 +1.26 1.00 12.51 4.90 Tredegar TG .0 dd 5.20 –0.02 .13 55.30 38.18 TreeHouseFoods THS ... 40 40.28 –0.58 ... 76.05 38.68 Trex TREX ... 43 56.86 –1.76 ... 34.04 14.63 TriPointe TPH ... 5 26.25 –0.25 ... 9.56 6.69 TriconRes TCN 3.3 7 7.00 –0.06.058 121.24 60.61 TriNet TNET ... 21 119.17 +0.36 ... 31.68 20.07 TrinityIndustries TRN 4.7 23 21.91 +0.31 .26 For personal non-commercial use only. 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October 16, 2023 BARRON’S 37 NYSE 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. 30.54 6.02 Trinseo TSE .6 dd 6.63 +0.30 .01 17.33 10.70 TripleFlagPrecMtl TFPM 1.5 38 13.25 +0.32.0525 13.47 9.41 TriplePtVent TPVG16.0 dd 10.01 +0.01 .40 10.92 9.89 TristarAcqnI TRIS ... 31 10.77 +0.03 ... 13.33 7.00 TriumphGroup TGI ... 6 7.17 –0.15 ... 17.61 10.58 Tronox TROX 4.4 dd 11.33 –0.11 .125 22.31 13.52 TrueBlue TBI ... 31 14.60 –0.28 ... 51.26 25.56 TruistFinl TFC 7.3 7 28.41 +1.09 .52 24.78 15.00 TsakosEnergy TNP 2.7 2 21.93 +1.42 .40 8.00 0.61 Tupperware TUP ... dd 2.19 +0.93 ... 5.63 3.10 TurkcellIletism TKC 1.6 5 4.66 –0.28.0953 26.31 18.96 TurningPoint TPB 1.2 35 21.18 –1.62.065 9.60 4.90 TutorPerini TPC ... dd 7.32 –0.25 ... 3.12 0.77 Tuya TUYA ... dd 1.51 +0.02 ... 79.70 41.00 Twilio TWLO ... dd 55.58 –1.27 ... 11.62 7.92 TwinRidgeCapA TRCA ... cc 10.26 +0.09 ... 11.00 9.90 twoA TWOA ... 54 10.51 +0.01 ... 18.67 11.57 TwoHarbors TWO17.5 dd 11.99 –0.03 .45 426.83 281.11 TylerTech TYL ... 97 375.16 –13.08 ... 69.07 46.16 TysonFoods TSN 4.1 50 46.52 –0.91 .48 U 26.97 14.17 UBS Group UBS 2.3 2 24.31 –0.28 .55 45.46 34.62 UDR UDR 4.6 27 36.15 +0.36 .42 43.19 20.22 UGI UGI 6.9 dd 21.38 +0.37 .375 70.57 50.00 U-Haul UHAL ... 3 53.66 –0.42 ... 68.29 43.62 U-Haul N UHAL.B .3 ... 50.87 –0.82 .04 18.87 13.26 UMH Prop UMH 5.8 dd 14.12 +0.12 .205 60.59 41.43 Unitil UTL 3.6 17 45.44 +0.69.405 26.40 17.27 USA Compression USAC 8.2 cc 25.64 +0.28 .525 69.60 48.61 UsanaHealth USNA ... 17 55.09 –3.53 ... 46.86 13.79 US Cellular USM ... dd 41.31 +1.68 ... 44.52 26.37 US Foods USFD ... 20 36.25 –0.99 ... 124.11 77.34 US PhysTherapy USPH 2.0 45 87.06 –4.80 .43 14.90 10.38 US Silica SLCA ... 7 13.52 +0.71 ... 6.98 2.85 UWM UWMC 7.9 67 5.09 +0.16 .10 49.49 23.90 Uber UBER ... dd 43.48 –2.30 ... 350.63 114.12 Ubiquiti UI 2.1 17 115.81 –10.94 .60 19.94 10.40 UiPath PATH ... dd 15.39 –1.33 ... 4.11 2.18 UltraparPart UGP 1.6 16 3.86 +0.33.0516 13.05 6.29 UnderArmour A UAA ... 8 6.61 –0.07 ... 11.42 5.82 UnderArmour C UA ... 7 6.21 +0.04 ... 10.54 5.85 Unifi UFI ... dd 6.65 –0.15 ... 205.59 150.50 Unifirst UNF .8 29 160.47 +2.77 .31 55.99 43.22 Unilever UL 3.8 14 47.80 –0.42.4746 240.48 183.69 UnionPacific UNP 2.5 19 207.75 +5.29 1.30 9.40 3.05 Unisys UIS ... dd 3.06 –0.34 ... 8.97 5.78 UnitedMicro UMC 6.3 7 7.10 –0.03 .586 47.88 12.88 UnitedNatFoods UNFI ... 45 15.37 +1.68 ... 197.80 150.54 UPS B UPS 4.2 13 155.08 +0.81 1.62 492.33 271.05 UnitedRentals URI 1.4 13 433.05 –0.25 1.48 49.95 27.27 US Bancorp USB 6.0 9 32.17 +0.31 .48 33.65 18.82 US Steel X .6 6 33.25 +0.18 .05 558.10 445.68 UnitedHealth UNH 1.4 23 539.40 +14.59 1.88 50.08 21.22 UnitySoftware U ... dd 28.03 –2.12 ... 57.83 45.66 Universal UVV 7.0 10 45.69 –0.84 .80 57.52 38.54 UniversalHealth UHT 7.5 29 38.64 –2.30 .72 158.57 82.50 UniversalHealthB UHS .6 13 124.03 –2.36 .20 20.15 8.91 UnivInsurance UVE 4.7 76 13.72 +0.16 .16 8.90 5.57 UnvlTechInst UTI ... cc 8.38 –0.09 ... 51.15 36.27 UnumGroup UNM 2.9 7 49.94 +0.37 .365 17.68 12.94 UrbanEdgeProp UE 4.3 cc 14.89 +0.05 .16 19.15 11.17 UtzBrands UTZ 1.9 cc 11.92 –0.35 .057 V 34.90 15.11 VF VFC 7.8 51 15.45 –0.80 .30 4.00 1.00 ViaOptronics VIAO ... dd 1.11 –0.13 ... 35.07 27.71 VICI Prop VICI 5.7 13 28.94 +0.33 .415 11.64 4.90 Vizio VZIO ... cc 5.01 –0.20 ... 13.70 6.86 VOC Energy VOC 10.3 8 10.03 +0.74 .21 6.68 3.12 VTEX VTEX ... ... 4.83 –0.25 ... 56.75 36.00 V2X VVX ... dd 52.81 –0.45 ... 5.83 3.51 VaalcoEnergy EGY 5.3 11 4.17 +0.27.0625 269.50 206.16 VailResorts MTN 3.8 33 215.08 +1.91 2.06 80.00 54.13 Valaris VAL ... 46 73.58 +1.90 ... 19.31 12.22 Vale VALE 5.5 5 13.09 +0.11.4056 5.99 2.23 ValensSemicon VLN ... dd 2.53 –0.01 ... 152.20 104.18 ValeroEnergy VLO 3.2 4 126.05 –0.48 1.02 28.94 12.01 Valhi VHI 2.5 54 12.82 +0.26 .08 353.36 228.13 ValmontInds VMI 1.0 18 230.01 –7.30 .60 39.67 25.61 Valvoline VVV .0 dd 31.58 +0.22 .125 23.65 2.20 Vapotherm VAPO ... dd 2.61 +0.24 ... 14.39 9.28 VectorGroup VGR 7.4 11 10.86 +0.06 .20 225.49 151.02 VeevaSystems VEEV ... 65 216.11 +6.51 ... 4.13 1.11 Velo3D VLD ... dd 1.39 –0.20 ... 15.55 7.81 VelocityFinl VEL ... 9 11.04 –0.52 ... 53.15 35.89 Ventas VTR 4.1 cc 43.43 +3.78 .45 89.00 70.47 Veralto VLTO ... ... 71.85 –6.13 ... 18.98 11.92 VerisResidential VRE 1.3 dd 15.79 –0.11 .05 169.85 97.26 Veritiv VRTV 1.5 8 168.91 +0.05 .63 42.58 30.14 Verizon VZ 8.7 6 30.67 –0.18 .665 25.12 10.75 VermilionEnergy VET 1.8 2 14.93 +1.54.0734 10.50 1.00 VerticalAerospace EVTL ... dd 1.13 –0.03 ... 43.13 10.21 Vertiv VRT .0 84 39.10 –0.67 .01 20.25 14.23 Vestis VSTS ... ... 14.50 –0.86 ... 38.69 17.10 Viad VVI ... cc 25.31 –0.45 ... 3.99 0.41 VicariousSurgical RBOT ... dd .43 –0.04 ... 48.16 13.62 Victoria'sSecret VSCO ... 6 15.45 +0.87 ... 8.50 1.30 VinceHolding VNCE ... 1 1.39 –0.14 ... 19.13 6.36 Vipshop VIPS ... 8 15.44 –0.52 ... 6.61 1.53 VirginGalactic SPCE ... dd 1.64 –0.04 ... 2.68 0.22 VirnetX VHC .0 dd .27 +0.03 1.00 250.06 182.07 Visa V .8 31 237.67 +2.63 .45 30.10 18.37 Vishay VSH 1.7 8 23.67 –0.54 .10 45.69 31.03 VishayPrecision VPG ... 12 31.18 –2.08 ... 31.95 11.16 VistaEnergy VIST ... 9 31.06 +1.35 ... 33.78 22.97 VistaOutdoor VSTO ... dd 32.80 +1.70 ... 34.28 21.12 Vistra VST 2.6 9 31.64 +0.10.206 73.27 39.74 VitalEnergy VTLE ... 1 55.47 +8.24 ... 27.39 13.90 VitesseEnergy VTS 8.8 28 22.80 +1.17 .50 181.14 105.72 VMware VMW ... 54 177.76 +10.03 ... 33.08 16.71 Vontier VNT .3 16 30.91 +0.09 .025 26.76 12.31 VornadoRealty VNO .0 dd 21.10 +0.20 .375 78.11 58.83 VoyaFinancial VOYA 2.4 12 65.99 +0.14 .40 229.75 148.01 VulcanMatls VMC .8 39 209.29 –3.11 .43 W 9.16 3.62 W&T Offshore WTI ... 5 4.10 +0.22 ... 101.11 75.47 WEC Energy WEC 3.8 19 82.52 +1.89 .78 204.06 135.95 WEX WEX ... 40 188.75 +4.74 ... 21.00 9.65 WKKellogg KLG ... ... 10.78 +0.39 ... 94.96 60.79 WNS WNS ... 26 67.79 –0.87 ... 85.94 51.36 W.P.Carey WPC 7.9 15 54.16 +1.631.071 64.07 41.06 WPP WPP 5.8 15 43.39 –1.33.9052 30.10 15.35 WabashNational WNC 1.5 5 21.63 +0.12 .08 119.70 83.73 Wabtec WAB .7 27 102.57 –0.36 .17 101.02 61.06 Walker&Dunlop WD 3.7 16 68.53 –3.56 .63 7.84 2.00 Wallbox WBX ... ... 2.34 +0.12 ... 165.85 130.05 Walmart WMT 1.4 31 159.83 +3.42 .57 18.99 9.50 WarbyParker WRBY ... dd 13.80 –0.26 ... 53.00 31.04 WarriorMetCoal HCC .6 5 48.23 –1.91 .07 146.12 124.23 WasteConnections WCN .7 43 138.41 +2.45 .255 173.71 148.31 WasteMgt WM 1.8 29 158.81 +3.37 .70 3.36 0.97 Waterdrop WDH ... 8 1.07 –0.02 ... 353.71 248.18 Waters WAT ... 22 252.61 –14.79 ... 406.08 228.61 Watsco WSO 2.6 26 382.67 –5.26 2.45 192.93 122.80 WattsWater WTS .8 22 178.14 +6.66 .36 90.71 28.11 Wayfair W ... dd 47.31 –9.78 ... 12.45 3.74 WeaveComms WEAV ... dd 6.92 –0.85 ... 56.46 31.03 WebsterFin WBS 4.1 7 38.61 –0.99 .40 95.57 58.75 WeisMarkets WMK 2.2 14 62.53 –1.28 .34 48.84 35.25 WellsFargo WFC 3.4 9 40.96 +1.27 .35 86.72 56.66 Welltower WELL 2.9 cc 85.15 +3.67 .61 185.23 114.00 WescoIntl WCC 1.1 9 133.70 –11.86 .375 91.44 65.79 WestFraserTimber WFG 1.8 dd 66.56 –1.01 .30 415.73 206.19 WestPharmSvcs WST .2 56 385.06 +7.50 .19 81.17 7.46 WestAllianceBcp WAL 3.3 5 44.21 +0.61 .36 11.64 7.00 WstAstMtgCap WMC16.7 dd 8.39 –0.37 .35 29.18 23.79 WesternMidstrm WES 8.2 10 27.42 +0.60.5625 14.84 10.07 WesternUnion WU 7.1 7 13.15 –0.04 .235 138.39 87.93 Westlake WLK 1.7 12 121.09 –2.93 .50 39.30 26.84 WestRock WRK 3.0 dd 36.94 +0.88 .275 14.20 9.02 Westwood WHG 6.6 dd 9.04 –0.88 .15 130.80 2.01 WeWork WE ... dd 2.36 +0.15 ... 36.00 27.65 Weyerhaeuser WY 2.5 31 29.94 +0.12 .19 52.76 30.35 WheatonPrecMet WPM 1.4 31 42.47 +2.75 .15 18.40 0.98 WheelsUp UP ... dd 1.58 –0.26 ... 160.74 121.88 Whirlpool WHR 5.7 dd 123.29 –0.97 1.75 1617.00 1276.05 WhiteMtnIns WTM .1 16 1481.90 –42.91 1.00 10.74 8.21 WhitestoneREIT WSR 5.0 12 9.65 +0.33 .04 15.32 6.99 WideOpenWest WOW ... dd 7.10 –0.25 ... 49.58 29.05 Wiley A WLY 4.8 dd 29.35 –4.92 .35 49.19 29.61 Wiley B WLYB 4.6 dd 30.72 –6.71 .35 35.46 27.80 Williams WMB 5.1 16 35.19 +1.51.4475 164.02 109.22 Williams-Sonoma WSM 2.2 11 161.52 +6.09 .90 70.53 51.74 Winnebago WGO 2.2 8 56.79 –0.05 .31 5.31 4.32 Wipro WIT .2 19 4.86 –0.08.1225 7.55 4.78 WisdomTree WT 1.8 11 6.83 –0.20 .03 113.75 30.88 Wolfspeed WOLF ... dd 32.53 –0.62 ... 18.41 7.21 WolverineWwide WWW 5.5 dd 7.24 –0.61 .10 26.93 19.95 WoodsideEnergy WDS 9.6 6 22.91 +0.97 .80 33.09 23.74 WooriFinl WF 8.0 3 27.70 –0.21 .316 116.00 62.58 Workiva WK ... dd 97.16 –3.64 ... 30.65 19.78 WorldKinect WKC 2.7 11 20.89 –0.70 .14 77.42 42.22 WorthingtonInds WOR 2.1 11 61.55 +0.81 .32 81.00 63.69 WyndhamHtls WH 2.1 20 67.51 –0.07 .35 XYZ 5.00 1.62 XFinancial XYF .0 1 3.54 –0.24 .30 80.42 26.16 XPO XPO ... cc 73.93 –3.19 ... 17.36 10.90 XeniaHotels XHR 3.5 24 11.48 –0.27 .10 7.55 2.00 XinyuanRealEst XIN ... dd 2.91 +0.02 ... 23.62 6.18 XPeng XPEV ... dd 16.14 –2.02 ... 14.27 8.15 Xperi XPER ... dd 8.71 –0.31 ... 33.58 13.74 XponentialFit XPOF ... dd 13.75 –2.04 ... 118.58 86.03 Xylem XYL 1.5 48 90.17 –0.80 .33 51.27 29.00 Yeti YETI ... 54 40.89 +0.77 ... 16.19 6.64 YPF YPF ... 3 12.74 +1.34 ... 5.77 3.00 Yalla YALA ... 11 5.13 –0.06 ... 1.82 0.82 YatsenHolding YSG ... dd 1.02 +0.05 ... 47.59 25.30 Yelp YELP ... 70 41.99 –0.31 ... 14.35 4.38 Yext YEXT ... dd 5.87 –0.37 ... 3.85 0.78 YirenDigital YRD ... 1 2.32 –0.07 ... 10.00 3.03 Youdao DAO ... dd 3.94 –0.15 ... 143.25 106.66 Yum!Brands YUM 2.1 24 116.88 –2.58.605 64.70 38.59 YumChina YUMC 1.0 31 53.74 +0.10 .13 29.38 9.05 ZimIntShipping ZIM 192.6 1 9.76 –0.016.40 30.05 16.27 ZTO Express ZTO .0 17 24.15 –0.46 .37 10.78 9.84 ZalatorisAcqn TCOA ... 82 10.53 –0.02 ... 2.19 1.05 ZeppHealth ZEPP ... dd 1.15 +0.01 ... 11.28 6.70 ZetaGlobal ZETA ... dd 8.54 +0.04 ... 5.24 1.89 ZeviaPBC ZVIA ... dd 1.92 –0.07 ... 2.11 0.89 Zhihu ZH ... dd 1.01 +0.01 ... 149.25 102.00 ZimmerBiomet ZBH .9 43 104.30 –6.61 .24 24.05 10.64 ZipRecruiter ZIP ... 21 10.70 –1.23 ... 194.99 124.15 Zoetis ZTS .9 37 174.38 –1.20 .375 12.12 5.45 Zuora ZUO ... dd 7.67 –0.29 ... 30.87 19.29 ZurnElkayWater ZWS 1.1 98 26.53 +0.07 .07 DATA A 71.39 35.90 AAON AAON .6 31 56.16 –1.12 .08 33.99 13.73 AcadiaPharm ACAD ... dd 23.14 +1.46 ... 29.88 8.95 ACELYRIN SLRN ... ... 9.71 –0.41 ... 29.14 19.68 ACI Worldwide ACIW ... 31 20.26 –0.83 ... 3.83 1.68 AC Immune ACIU ... dd 2.78 +0.30 ... 20.87 5.46 ACM Research ACMR ... 19 19.00 +0.39 ... 18.68 6.51 ACV Auctions ACVA ... dd 13.78 –0.58 ... 4.65 2.47 ADMA Biologics ADMA ... dd 3.21 –0.14 ... 23.21 7.00 Adtran ADTN 4.9 dd 7.30 –0.54 .09 18.00 0.10 AerwinsTech AWIN ... 0 .14 ... ... 17.72 9.91 AFC Gamma AFCG18.2 6 11.44 ... .48 12.25 7.30 AGNC Invt AGNC16.4 dd 8.78 –0.15 .12 12.25 10.08 AIBAcqnA AIB ... dd 11.29 +0.02 ... 0.25 0.08 AIBAcqnRt AIBBR ... ... .15 +0.02 ... 11.57 10.03 ALSPOrchidI A ALOR ... cc 10.95 +0.03 ... 13.64 3.94 AlxOncology ALXO ... dd 9.13 +0.78 ... 27.46 9.96 AMC Networks AMCX ... dd 11.57 –0.16 ... 60.49 47.53 Amerisafe AMSF 2.6 15 51.90 +0.65 .34 42.11 26.38 A-MarkPrecMet AMRK 2.6 5 30.57 +1.63 .20 65.89 32.16 ANI Pharm ANIP ... dd 57.66 –0.73 ... 351.23 202.44 Ansys ANSS ... 49 293.13 –3.38 ... 19.42 4.87 AN2 Therap ANTX ... dd 13.92 –0.99 ... 50.58 30.67 APA APA 2.4 9 41.25 +3.66 .25 20.99 15.01 ARKRestaurants ARKR 4.9 11 15.20 –0.29.1875 9.65 2.55 ARS Pharm SPRY ... dd 3.73 –0.54 ... 771.98 378.60 ASML ASML .9 30 599.75 +2.391.6281 0.30 0.05 A SPAC II Rt ASCBR ... ... .10 ... ... 10.21 3.04 AST Space ASTS ... dd 3.06 –0.66 ... 2.49 1.10 ATA Creativity AACG ... dd 1.10 ... ... 3.65 1.14 ATAI Life ATAI ... dd 1.28 –0.11 ... 50.27 30.68 ATN Intl ATNI 2.5 dd 33.09 +0.95 .21 1.93 0.56 AVROBIO AVRO ... dd 1.56 –0.02 ... 6.57 2.20 AXT AXTI ... dd 2.33 –0.16 ... 25.32 12.48 Abcam ABCM ... cc 22.61 –0.07 ... 14.97 3.92 AbCelleraBio ABCL ... dd 4.26 –0.16 ... 3.71 1.13 Absci ABSI ... dd 1.34 –0.04 ... 4.66 3.43 AcaciaResearch ACTG ... dd 3.57 +0.01 ... 69.02 40.67 AcademySports ASO .8 6 43.25 –0.48 .09 89.85 66.49 AcadiaHealthcare ACHC ... 26 76.33 +7.04 ... 17.01 6.83 Accolade ACCD ... dd 7.02 –1.18 ... 10.94 9.90 AccretionAcqn ENER ... 58 10.49 +0.01 ... 0.29 0.01 AccretionAcqnRt ENERR ... ... .09 +0.01 ... 4.30 1.81 Accuray ARAY ... dd 2.84 –0.15 ... 4.79 0.54 AcelRxPharm ACRX ... dd .64 +0.03 ... 10.94 10.04 AchariVenturesI AVHI ... dd 10.68 –0.05 ... 2.29 0.75 AchillesTherap ACHL ... dd .90 +0.06 ... 18.96 5.18 AclarisTherap ACRS ... dd 5.32 –0.74 ... 24.80 6.60 AcordaTherap ACOR ... dd 10.00 –0.28 ... 25.47 6.02 AcrivonTherap ACRV ... dd 6.06 –1.19 ... 94.57 70.94 ActivisionBliz ATVI 1.0 35 94.42 +0.18 .99 11.31 3.52 AcumenPharm ABOS ... dd 3.74 –0.67 ... 1.96 0.40 AcutusMedical AFIB ... dd .61 –0.06 ... 2.10 0.90 Adagene ADAG ... dd 1.41 –0.26 ... 2.65 0.64 Adaptimmune ADAP ... dd .66 –0.06 ... 10.79 4.28 AdaptiveBiotech ADPT ... dd 4.29 –0.42 ... 114.99 77.30 AddusHomeCare ADUS ... 24 80.27 –3.29 ... 12.37 7.12 Adeia ADEA 2.4 dd 8.45 –0.58 .05 21.87 1.24 AdicetBio ACET ... dd 1.38 +0.09 ... 19.30 9.62 AdlaiNortye ANL ... ... 10.70 –0.17 ... 574.40 278.23 Adobe ADBE ... 49 548.76 +22.08 ... 3.78 1.17 AdvEmissions ADES ... dd 1.96 +0.14 ... 126.38 69.41 AdvEnergyInds AEIS .4 20 95.26 –3.56 .10 132.83 55.71 AdvMicroDevices AMD ... dd 105.09 –2.15 ... 3.55 1.13 AdvantageSolns ADV ... dd 2.87 –0.12 ... 8.99 1.16 Aemetis AMTX ... dd 4.48 +0.34 ... 30.79 10.51 AerovateTherap AVTE ... dd 11.00 –2.43 ... 124.33 74.91 AeroVironment AVAV ... dd 111.52 +6.50 ... 10.97 9.97 AetheriumAcqnA GMFI ... dd 10.80 –0.11 ... 25.63 8.62 AffirmHldgs AFRM ... dd 18.00 +0.06 ... 17.17 9.66 Afya AFYA ... 21 15.40 +0.47 ... 88.16 52.25 Agilysys AGYS ... cc 66.47 –4.38 ... 31.87 21.07 AgiosPharm AGIO ... dd 23.12 –0.88 ... 4.85 2.37 Agora API ... dd 2.61 +0.12 ... 28.95 18.40 AirT AIRT ... dd 21.52 –0.93 ... 29.55 14.39 AirTransportSvcs ATSG ... 11 20.16 –1.25 ... 154.95 81.91 Airbnb ABNB ... 36 124.08 –2.28 ... 9.94 2.69 AirSculptTech AIRS ... dd 6.26 –1.05 ... 109.24 70.65 AkamaiTech AKAM ... 36 106.61 +0.85 ... 58.38 14.03 AkeroTherap AKRO ... dd 14.63 –35.70 ... 14.38 3.32 Akoya AKYA ... dd 3.58 –0.33 ... 67.67 44.92 Alarm.com ALRM ... 46 57.74 –2.33 ... 11.28 10.17 AlchemyInv1 A ALCY ... ... 10.34 +0.01 ... 9.86 4.98 Alector ALEC ... dd 6.00 –0.68 ... 9.20 5.64 AlgomaSteel ASTL 3.0 23 6.59 +0.09 .05 33.20 22.58 Alico ALCO .8 dd 24.42 –0.32 .05 413.20 172.05 AlignTech ALGN ... 65 265.99 –18.65 ... 13.92 4.88 AlignmentHlthcr ALHC ... dd 6.62 –0.70 ... 2.41 0.70 AligosTherap ALGS ... dd .74 –0.03 ... 6.05 1.30 AlimeraSciences ALIM ... dd 2.63 –0.64 ... 18.60 10.70 AlkamiTech ALKT ... dd 16.69 –0.87 ... 33.71 21.76 Alkermes ALKS ... 49 27.73 –0.95 ... 8.73 1.90 Allakos ALLK ... dd 2.00 –0.44 ... 3.58 0.88 Allbirds BIRD ... dd .90 –0.15 ... 130.93 62.94 AllegiantTravel ALGT 3.3 9 72.76 –5.40 .60 53.05 20.18 AllegroMicro ALGM ... 24 29.52 –1.40 ... 25.47 17.05 AllianceResource ARLP12.1 4 23.10 +0.56 .70 57.52 45.15 AlliantEnergy LNT 3.6 19 49.75 +1.37.4525 44.88 26.10 Allient ALNT .4 20 28.59 –1.67 .03 11.28 2.88 AllogeneTherap ALLO ... dd 3.19 +0.16 ... 4.69 1.88 Allot ALLT ... dd 2.15 +0.22 ... 10.29 1.66 AlloVir ALVR ... dd 1.72 –0.27 ... 242.97 159.47 AlnylamPharm ALNY ... dd 168.12 –8.80 ... 38.87 20.64 Alpha&Omega AOSL ... 73 27.37 –2.10 ... 11.29 10.09 AlphaStarAcqn ALSA ... 43 11.06 +0.01 ... 0.18 0.06 AlphaStarRt ALSAR ... ... .12 +0.03 ... 6.48 1.62 AlphaTeknova TKNO ... dd 1.98 –0.17 ... 141.22 83.34 Alphabet A GOOGL ... 29 137.36 –0.22 ... 142.38 83.45 Alphabet C GOOG ... 29 138.58 –0.15 ... 19.14 8.83 Alphatec ATEC ... dd 11.21 –0.10 ... 11.48 10.05 AlphaTimeAcqn ATMC ... 64 10.69 +0.08 ... 0.25 0.06 AlphaTimeRt ATMCR ... ... .15 –0.03 ... 10.93 10.10 AlphaVestAcqn ATMV ... 74 10.57 ... ... 0.57 0.11 AlphaVestAcqnRt ATMVR ... ... .15 –0.03 ... 14.92 4.82 AlpineImmune ALPN ... dd 10.26 –1.93 ... 15.04 4.68 AlsetCapAcqnA ACAX ... 93 10.55 –0.04 ... 0.44 0.10 AlsetCapAcqnRt ACAXR ... ... .16 –0.04 ... 78.49 43.68 AltairEngg ALTR ... dd 65.57 +0.57 ... 11.86 9.99 AltEnergyA AEAE ... 37 10.61 ... ... 17.17 2.34 Altimmune ALT ... dd 2.66 +0.14 ... 17.67 3.52 AltisourcePortf ASPS ... dd 3.90 –0.03 ... 14.60 5.52 Alvotech ALVO ... dd 9.15 –0.22 ... 27.33 14.05 AmalgamFin AMAL 2.4 6 16.64 –0.37 .10 2.23 0.70 Amarin AMRN ... dd .76 –0.10 ... 145.86 81.43 Amazon.com AMZN ... cc 129.79 +1.83 ... 99.86 49.28 Ambarella AMBA ... dd 52.85 –0.55 ... 16.86 0.38 AmbrxBio AMAM ... ... 14.05 +3.32 ... 99.75 78.95 Amdocs DOX 2.2 17 80.89 –3.34 .435 106.56 69.36 Amedisys AMED ... cc 92.91 +0.35 ... 19.08 11.68 AmerAirlines AAL ... 3 11.72 –1.04 ... 100.32 69.38 AEP AEP 4.5 19 74.47 +2.28 .83 43.94 25.26 AmerNatlBkshrs AMNB 3.2 12 37.88 –0.38 .30 11.60 6.97 AmOutdoorBrands AOUT ... dd 9.50 +0.05 ... 14.22 3.76 AmerPubEduc APEI ... dd 4.41 –0.54 ... 17.52 10.11 AmerSoftware AMSWA 3.9 35 11.19 +0.15 .11 17.37 3.20 AmerSupercond AMSC ... dd 6.33 –0.56 ... 80.27 41.05 AmericanWoodmark AMWD ... 11 75.86 +1.28 ... 127.96 52.24 AmerCarMart CRMT ... 49 81.34 –7.16 ... 54.24 28.33 AmerisBancorp ABCB 1.6 9 37.66 –0.62 .15 4.12 2.41 AmeriServFin ASRV 4.6 10 2.60 +0.02 .03 296.67 211.71 Amgen AMGN 3.0 19 284.10 +16.63 2.13 14.10 9.10 AmicusTherap FOLD ... dd 10.44 –0.64 ... 31.38 17.18 AmkorTech AMKR 1.3 10 22.78 +0.11.075 67.66 26.76 AmphastarPharm AMPH ... 23 45.76 –1.43 ... 11.98 7.27 AmtechSystems ASYS ... 30 7.57 –0.27 ... 41.93 16.76 AmylyxPharm AMLX ... dd 17.32 –0.01 ... 200.10 136.50 AnalogDevices ADI 2.0 23 171.07 –2.90 .86 32.44 16.51 AnaptysBio ANAB ... dd 18.84 –0.41 ... 15.24 5.80 AnavexLifeSci AVXL ... dd 6.05 –0.09 ... 53.45 32.93 Andersons ANDE 1.5 20 50.51 +0.69 .185 3.08 0.63 Anghami ANGH ... dd .82 +0.12 ... 4.18 1.67 Angi ANGI ... dd 1.72 –0.07 ... 15.96 6.32 AngioDynamics ANGO ... 43 6.57 –0.50 ... 32.51 16.54 AnikaTherap ANIK ... dd 18.68 +0.21 ... 7.65 1.61 Annexon ANNX ... dd 1.63 –0.39 ... 94.75 19.83 ApellisPharm APLS ... dd 48.44 +7.41 ... 51.69 36.62 ApogeeEnt APOG 2.1 10 44.78 –1.12 .24 25.54 18.99 ApogeeTherap APGE ... ... 19.99 –2.16 ... 49.00 1.94 ApollomicsA APLM ... ... 2.01 –0.94 ... 201.91 94.73 AppFolio APPF ... dd 180.67 –12.71 ... 54.26 29.80 Appian APPN ... dd 41.27 –1.19 ... 198.23 124.17 Apple AAPL .5 30 178.85 +1.36 .24 11.62 1.45 AppliedDigital APLD ... dd 5.13 –0.04 ... 155.26 74.15 ApplMaterials AMAT .9 19 141.14 +0.85 .32 16.26 1.60 AppliedOptoelec AAOI ... dd 7.55 –1.53 ... 2.90 0.60 AppliedTherap APLT ... dd 2.42 +0.20 ... 44.89 9.14 Applovin APP ... cc 38.52 –1.86 ... 13.40 0.14 Appreciate SFR ... dd .17 –0.01 ... 11.04 9.86 APxAcqnI A APXI ... 83 11.00 ... ... 7.97 1.31 ApyxMedical APYX ... dd 2.36 –0.89 ... 2.69 0.72 AquestiveTherap AQST ... dd 1.54 +0.21 ... 2.46 0.11 Aravive ARAV ... dd .15 +0.02 ... 3.15 1.73 ArbutusBiopharma ABUS ... dd 1.86 –0.08 ... 122.86 68.00 ArcBest ARCB .5 14 95.90 –2.85 .12 48.92 17.56 Arcellx ACLX ... dd 33.13 –3.04 ... 84.83 46.74 ArchCapital ACGL ... 14 84.16 +1.98 ... 18.40 0.65 Arcimoto FUV ... dd .73 –0.08 ... 14.22 7.85 ArcoPlatform ARCE ... dd 13.81 +0.01 ... 37.75 13.83 ArcturusTherap ARCT ... 8 22.92 –2.18 ... 20.11 3.16 ArcutisBiotherap ARQT ... dd 3.88 –0.81 ... 5.13 1.16 Ardelyx ARDX ... dd 3.33 –0.64 ... 20.17 16.95 AresCapital ARCC10.1 12 19.03 +0.07 .48 550.76 333.07 argenx ARGX ... dd 493.48 –2.39 ... 3.20 0.36 ArgoBlockchain ARBK ... dd 1.03 +0.01 ... 15.27 6.75 Arhaus ARHS ... 8 9.45 +0.09 ... 11.53 9.92 AriszAcqnA ARIZ ... 80 10.72 ... ... 0.21 0.04 AriszAcqnRt ARIZR ... ... .09 ... ... 69.00 49.85 Arm ARM ... ... 50.78 –3.30 ... 12.20 8.56 ArmadaAcqnI AACI ... dd 10.69 –0.07 ... 11.67 9.97 ArogoCapA AOGO ... 23 10.67 ... ... 26.64 13.86 ArrayTech ARRY ... 38 19.44 –0.31 ... 47.00 1.00 Arrival ARVL ... ... 1.11 +0.03 ... 35.44 16.38 ArrowFinancial AROW 5.9 8 17.85 +0.85.2621 42.48 23.09 ArrowheadPharm ARWR ... dd 26.60 +1.41 ... 11.74 9.95 ArtemisStratInvt ARTE ... 64 10.66 +0.01 ... 8.08 3.27 Arteris AIP ... dd 5.96 –0.17 ... 63.00 40.38 ArtesianRscs A ARTNA 2.8 24 40.86 –1.50.284 57.96 16.50 Arvinas ARVN ... dd 16.84 –2.25 ... 134.53 64.33 AscendisPharma ASND ... dd 93.57 +3.09 ... 15.50 7.69 AscentIndustries ACNT ... dd 8.05 –0.75 ... 260.98 161.32 AspenTech AZPN ... dd 199.06 –3.68 ... 1.78 0.67 AssemblyBiosci ASMB ... dd .71 –0.04 ... 56.33 33.04 AstecIndustries ASTE 1.2 40 43.96 –1.15 .13 76.56 53.52 AstraZeneca AZN 2.1 34 67.33 –0.09 .465 16.28 6.01 AstriaTherap ATXS ... dd 6.38 –0.59 ... 22.44 7.46 Astronics ATRO ... dd 15.27 –0.83 ... 17.21 11.10 AstroNova ALOT ... cc 12.40 –0.60 ... 5.64 1.25 AtaraBiotherap ATRA ... dd 1.54 +0.13 ... 6.32 2.88 AteaPharm AVIR ... dd 3.03 +0.06 ... 4.41 1.69 AthiraPharma ATHA ... dd 1.79 –0.10 ... 50.15 35.46 AtlantaBravesC BATRK ... ... 36.48 –1.01 ... 54.94 38.43 AtlantaBravesA BATRA ... ... 39.83 –0.98 ... 3.14 1.67 AtlanticAmerican AAME 1.1 cc 1.85 +0.04 .02 11.12 9.79 AtlCoastal II A ACAB ... 66 10.59 +0.04 ... 29.81 16.47 AtlanticaSust AY 10.0 cc 17.74 +0.09.445 43.70 21.65 Atlanticus ATLC ... 6 28.19 –1.20 ... 215.77 113.86 Atlassian TEAM ... dd 188.31 –10.90 ... 29.40 11.02 AtourLifestyle ATAT .7 76 18.11 +0.31 .15 2.05 0.21 Atreca BCEL ... dd .33 +0.10 ... 59.61 33.40 AtriCure ATRC ... dd 36.59 –5.20 ... 705.74 394.56 Atrion ATRI 2.2 26 399.30 –4.692.20 24.98 18.80 AuburnNatlBncp AUBN 5.1 7 21.12 –0.37 .27 21.19 8.05 AudioCodes AUDC 4.1 21 8.88 –0.93 .18 14.38 7.94 AuraBiosciences AURA ... dd 8.47 –0.52 ... 11.64 10.03 AuraFatProjectsA AFAR ... 57 10.76 ... ... 12.43 4.07 AuriniaPharm AUPH ... dd 7.52 +0.22 ... 3.92 1.10 AuroraInnov AUR ... dd 1.85 –0.26 ... 11.57 10.05 AuroraTechA ATAK ... cc 10.91 +0.01 ... 0.17 0.05 AuroraTechRt ATAKR ... ... .14 –0.02 ... 233.69 179.61 Autodesk ADSK ... 52 209.47 –0.57 ... 3.53 1.60 AutolusTherap AUTL ... dd 2.35 +0.12 ... 274.92 201.46 ADP ADP 2.0 30 247.50 +1.12 1.25 16.85 5.33 AvadelPharm AVDL ... dd 10.52 –0.60 ... 30.23 19.13 Avantax AVTA ... dd 25.67 +0.10 ... 2.05 0.67 AveannaHealth AVAH ... dd 1.17 +0.02 ... 7.58 3.57 AvePoint AVPT ... dd 7.25 +0.34 ... 39.80 21.15 AviatNetworks AVNW ... 28 26.81 –2.33 ... 33.41 19.78 AvidTechnology AVID ... 37 26.90 +0.04 ... 25.74 5.67 AvidityBio RNA ... dd 6.18 –0.01 ... 12.75 7.02 AvidXchange AVDX ... dd 9.00 –0.14 ... 251.26 153.55 AvisBudget CAR ... 3 173.55 –5.13 ... 51.65 36.92 Avnet AVT 2.6 6 47.24 –1.15 .31 2.01 1.32 Aware AWRE ... dd 1.37 –0.14 ... 201.00 49.78 AxcelisTechs ACLS ... 26 160.37 –1.78 ... 47.00 2.59 AxcellaHealth AXLA ... dd 9.53 –0.47 ... 229.95 117.35 AxonEnterprise AXON ... cc 215.43 +15.73 ... 75.14 47.59 Axonics AXNX ... dd 53.00 –5.22 ... 91.29 38.87 AxsomeTherap AXSM ... dd 66.47 –2.13 ... 63.60 36.01 Azenta AZTA ... dd 50.03 +0.43 ... B 20.22 9.97 BCB Bancorp BCBP 5.9 5 10.90 –0.41 .16 6.12 3.50 BGC BGC .7 54 5.81 +0.28 .01 37.83 21.64 BJsRestaurants BJRI ... 30 22.27 –0.83 ... Five-Day Nasdaq Composite Monday Tuesday Wednesday Thursday Friday 13,720 13,605 13,490 13,375 13,260 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 +52.90 +78.60 +96.83 -85.46 -166.98 (Prev Fri) Back to Earth: The Nasdaq rose by a hair on the week, up 0.18%, despite an ugly Friday. Some of its biggest stars lost a little luster: Apple fell 0.77%. Tesla shed 3.6%. And even AI wonder Nvidia lost 0.66%. Nasdaq Issues includes stocks traded on the Nasdaq Global Select and Nasdaq Global Market tiers. They are eligible for inclusion on the basis of SEC-approved market value of publicly-held shares, trading volume, price and number of market-makers. BARRONS.COM/DATA For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. 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38 BARRON’S October 16, 2023 DATA NASDAQ ISSUES BARRONS.COM/DATA 110.85 74.40 BOK Fin BOKF 2.9 8 74.92 –3.21 .54 32.12 19.26 BRP Group BRP ... dd 22.21 –1.43 ... 92.74 58.71 BRP DOOO .7 8 75.71 +0.14 .132 60.72 24.95 B RileyFin RILY 10.1 26 39.80 +0.16 1.00 8.19 3.50 Backblaze BLZE ... dd 5.18 –0.22 ... 160.88 73.58 Baidu BIDU ... 19 125.18 –9.58 ... 13.58 3.05 Baijiayun RTC ... ... 3.22 –0.35 ... 37.58 22.85 BakerHughes BKR 2.3 31 34.85 +1.12 .20 143.88 116.68 Balchem BCPC .6 41 125.00 –1.17 .71 7.10 3.31 BallardPower BLDP ... dd 3.64 +0.05 ... 104.00 68.44 BancFirst BANF 2.1 12 82.71 –4.13 .43 29.07 9.20 Bandwidth BAND ... dd 10.55 –0.30 ... 49.52 30.72 BankOZK OZK 4.1 7 36.23 –0.43 .37 30.86 21.67 Bank7 BSVN 3.8 6 22.28 +0.09 .21 10.60 7.17 BankFinancial BFIN 4.7 10 8.59 –0.01 .10 31.61 21.22 BankwellFinl BWFG 3.3 5 24.39 –0.07 .20 75.72 40.69 Banner BANR 4.4 7 43.17 –0.48 .48 8.62 2.92 Baozun BZUN ... dd 3.07 –0.07 ... 100.85 76.22 BarrettBus BBSI 1.3 14 92.89 –0.54 .30 19.99 13.30 BassettFurniture BSET 4.8 21 15.06 +0.08 .18 21.07 15.02 BayCom BCML 1.8 9 19.71 –0.05 .10 87.46 50.42 BeaconRoof BECN ... 14 72.83 –3.06 ... 54.30 20.81 BeamTherap BEAM ... dd 22.26 +0.83 ... 1.39 0.74 BeasleyBroadcast BBGI ... dd .80 –0.03 ... 280.62 142.02 BeiGene BGNE ... dd 178.79 +4.91 ... 69.21 28.23 BelFuse A BELFA .5 9 45.47 –1.73 .06 63.18 26.03 BelFuse B BELFB .6 8 45.79 –2.69 .07 16.50 1.02 Beneficient BENF ... dd 1.14 –0.15 ... 55.37 31.12 BentleySystems BSY .4 cc 52.38 +0.02 .05 10.74 6.23 Berry(bry) BRY 5.7 2 8.40 +0.74 .02 62.91 0.34 BetterHome&Fin BETR ... 2 .40 –0.03 ... 22.87 7.90 BeyondMeat BYND ... dd 8.64 +0.38 ... 33.49 18.84 BicycleTherap BCYC ... dd 20.22 –1.98 ... 13.90 6.77 Big5SportingGds BGFV13.7 20 7.30 +0.07 .25 15.68 6.81 BigCommerce BIGC ... dd 8.94 –0.83 ... 29.46 8.23 Bilibili BILI ... dd 13.66 +0.09 ... 90.63 65.77 Bio-Techne TECH .5 38 67.79 –0.44 .08 11.73 1.50 BioAtla BCAB ... dd 1.65 –0.11 ... 15.00 9.76 BioceresCrop BIOX ... 36 10.61 +0.12 ... 14.50 5.81 BioCryst BCRX ... dd 5.94 –0.38 ... 2.53 0.96 Biodesix BDSX ... dd 1.54 –0.60 ... 319.76 248.41 Biogen BIIB ... 14 262.26 –0.99 ... 117.77 80.53 BioMarinPharm BMRN ... cc 86.34 –1.77 ... 43.69 6.04 BiomeaFusion BMEA ... dd 10.64 –2.00 ... 10.90 0.93 Bionomics BNOX ... dd 3.88 –0.12 ... 188.99 95.50 BioNTech BNTX ... 6 103.58 –7.63 ... 12.00 1.83 BioraTherap BIOR ... dd 1.83 –0.24 ... 8.22 2.75 Biote BTMD ... dd 5.22 –0.23 ... 8.29 0.80 Bioventus BVS ... dd 2.89 –0.24 ... 2.16 0.38 Bitfarms BITF ... dd .95 –0.12 ... 6.85 1.18 BlackDiamond BDTX ... dd 2.29 –0.33 ... 78.71 51.18 Blackbaud BLKB ... dd 69.16 –0.76 ... 77.90 48.22 BlackLine BL ... cc 52.52 –1.73 ... 3.95 3.03 BlackRockCapInvt BKCC11.8 24 3.40 –0.11 .10 13.65 9.60 BlkRkTCPCap TCPC12.8 35 10.60 –0.45 .10 0.13 0.01 bleuacaciaRt BLEUR ... ... .05 ... ... 12.80 10.01 BlockchainCoinIA BCSA ... cc 10.85 +0.05 ... 28.67 19.97 Bloomin'Brands BLMN 4.2 9 22.85 –0.48 .24 33.36 4.70 BlueApron APRN ... dd 12.93 +0.08 ... 28.80 7.24 BlueBird BLBD ... dd 17.97 –2.78 ... 13.17 7.84 BlueFoundryBncp BLFY ... dd 7.89 –0.09 ... 11.42 10.05 BlueOceanA BOCN ... 47 10.77 +0.04 ... 10.96 10.05 BlueWorldA BWAQ ... 57 10.82 ... ... 0.73 0.02 BlueWorldRt BWAQR ... ... .15 ... ... 8.58 2.52 bluebirdbio BLUE ... dd 2.66 –0.42 ... 68.00 37.82 BlueprintMed BPMC ... dd 48.93 –0.58 ... 2.03 0.89 BoltBiotherap BOLT ... dd .96 –0.02 ... 3251.71 1667.25 Booking BKNG ... 25 2950.08 –99.36 ... 10.31 10.10 BowenAcqn BOWN ... ... 10.25 +0.04 ... 0.22 0.14 BowenAcqnRt BOWNR ... ... .18 +0.03 ... 36.36 14.00 BowmanConsult BWMN ... 99 26.16 –1.41 ... 5.80 2.89 BraggGaming BRAG ... dd 4.56 –0.16 ... 4.85 1.38 Brainsway BWAY ... dd 3.56 –0.87 ... 50.13 22.54 Braze BRZE ... dd 45.61 –1.87 ... 36.36 6.64 BridgeBioPharma BBIO ... dd 26.08 +0.82 ... 25.90 3.26 BridgerAerospace BAER ... dd 7.16 –0.62 ... 14.51 10.03 BridgfordFoods BRID ... 23 10.97 –0.04 ... 7.39 2.87 Brightcove BCOV ... dd 3.03 –0.03 ... 60.54 39.24 BrighthouseFin BHF ... dd 47.59 –0.15 ... 9.45 2.67 BrilliantEarthA BRLT ... cc 2.80 –0.15 ... 11.00 9.99 BroadCapital BRAC ... dd 10.95 ... ... 0.33 0.10 BroadCapitalRt BRACR ... ... .15 –0.02 ... 925.91 426.41 Broadcom AVGO 2.1 27 883.18 +37.924.60 15.50 7.00 BrooklineBcp BRKL 6.1 8 8.85 +0.02 .135 84.84 54.60 Bruker BRKR .3 29 61.97 –0.81 .05 27.92 13.62 Bumble BMBL ... dd 13.97 –0.16 ... 2.35 0.95 BurgerFiIntl BFI ... dd 1.04 –0.07 ... 3.80 0.87 BurningRockBio BNR ... dd 1.02 +0.06 ... 11.47 10.00 BurTechAcqnA BRKH ... cc 10.55 ... ... 25.00 13.05 BusFirstBcshs BFST 2.6 7 18.46 –0.20 .12 4.25 0.29 BuzzFeed BZFD ... dd .32 ... ... 11.63 9.99 byNordicAcqnA BYNO ... 64 10.80 ... ... C 5.80 1.48 Cadiz CDZI ... dd 2.84 –0.26 ... 63.77 48.01 C&F Fin CFFI 3.2 7 55.66 +2.64 .44 24.98 17.20 CB FinSvcs CBFV 4.6 7 21.57 +0.17 .25 13.41 8.24 CCC Intelligent CCCS ... dd 12.30 –0.46 ... 215.81 153.80 CDW CDW 1.1 26 207.26 +1.63 .59 36.29 18.06 CEVA CEVA ... dd 18.80 +0.25 ... 11.52 9.98 CFAcqnVII A CFFS ... cc 10.72 +0.02 ... 10.42 1.51 C4 Therap CCCC ... dd 1.99 +0.28 ... 108.05 83.71 CH Robinson CHRW 2.9 19 84.00 –0.86 .61 1.77 0.90 CLPS CLPS .0 dd .96 –0.03 .05 221.76 166.55 CME Group CME 2.0 27 219.38 +7.45 1.10 26.60 16.43 CNB FinPA CCNE 3.9 6 17.96 –0.19 .175 11.48 5.65 CompassPath CMPS ... dd 5.99 –0.89 ... 45.95 15.00 CPI Card PMTS ... 4 15.41 –1.79 ... 128.10 91.29 CRA Intl CRAI 1.4 19 100.00 –1.32 .36 72.00 38.94 CrisprTherap CRSP ... dd 44.31 +1.25 ... 69.35 47.04 CSG Systems CSGS 2.2 23 50.98 –0.47 .28 26.39 7.05 CSP CSPI .8 18 19.90 +2.81 .04 190.63 111.70 CSW Industrials CSWI .4 28 176.28 –1.47 .19 34.38 26.79 CSX CSX 1.4 16 31.14 +0.23 .11 29.25 10.66 CVB Fin CVBF 5.1 9 15.72 –0.56 .20 19.34 0.74 CabalettaBio CABA ... dd 15.32 –0.29 ... 11.93 10.07 CactusAcqn1 A CCTS ... cc 10.88 –0.17 ... 255.85 138.76 CadenceDesign CDNS ... 77 250.25 +6.30 ... 60.27 35.10 CaesarsEnt CZR ... 13 42.38 –2.22 ... 9.77 3.51 Caesarstone CSTE ... dd 4.01 –0.39 ... 65.32 42.25 Cal-MaineFoods CALM .0 4 49.56 +3.56.006 5.36 0.23 CalAmp CAMP ... dd .23 –0.06 ... 38.97 22.64 CalavoGrowers CVGW 1.6 dd 24.61 –0.73 .10 26.17 12.78 CaliforniaBncp CALB ... 7 20.28 +0.05 ... 25.64 10.82 CalliditasTherap CALT ... dd 17.35 –1.00 ... 20.50 12.50 CalumetSpecialty CLMT ... dd 17.09 –1.05 ... 24.19 4.42 CambiumNtwks CMBM ... 7 5.06 –0.72 ... 44.98 26.78 CamdenNational CAC 6.3 7 26.82 –0.88 .42 65.13 20.83 Camtek CAMT ... 37 59.91 –3.42 ... 3.98 1.64 Canaan CAN ... dd 1.80 –0.08 ... 45.29 21.08 CanadianSolar CSIQ ... 4 22.32 +0.43 ... 3.06 0.86 CandelTherap CADL ... dd .90 –0.03 ... 4.77 0.35 CanopyGrowth CGC ... dd .70 ... ... 8.29 2.77 Cantaloupe CTLP ... ... 6.92 –0.01 ... 31.60 18.00 CanterburyPark CPHC 1.4 8 20.29 +0.59 .07 25.30 15.32 CapitalBancorp CBNK 1.3 8 19.67 +0.39 .08 36.86 28.03 CapitalCityBank CCBG 2.7 9 29.19 –0.98 .20 16.10 11.93 CapitalProduct CPLP 4.2 3 14.34 +0.43 .15 23.35 16.34 CapitalSouthwest CSWC 9.8 14 21.89 +0.03 .06 11.77 9.90 CapitalworksEMA CMCA ... 64 10.78 –0.03 ... 8.93 4.47 CapitolFedFin CFFN 7.6 10 4.48 –0.17.085 19.98 11.22 CapStarFin CSTR 3.0 10 14.72 –0.16 .11 12.81 1.36 CaraTherap CARA ... dd 1.42 –0.06 ... 19.57 2.57 Cardlytics CDLX ... dd 11.04 –2.23 ... 4.51 1.04 Carecloud CCLD ... dd 1.10 +0.04 ... 20.71 5.19 CareDx CDNA ... dd 5.65 –0.86 ... 7.37 1.83 CareMax CMAX ... dd 2.66 +0.20 ... 24.22 9.14 CarGurus CARG ... 7 17.37 +0.03 ... 10.67 3.96 CaribouBio CRBU ... dd 4.19 –0.35 ... 13.00 2.75 CarismaTherap CARM ... dd 3.42 –1.32 ... 38.32 25.20 Carlyle CG 4.8 26 29.24 –0.35 .35 15.89 12.01 CarlyleSecured CGBD10.4 10 14.28 +0.62 .07 7.44 3.76 CarParts.com PRTS ... dd 3.82 –0.14 ... 7.75 1.31 CarrolsRestr TAST ... dd 5.34 –0.71 ... 18.84 10.72 CarterBkshrs CARE ... 5 10.88 –1.10 ... 11.92 10.03 CartesianGrwIIA RENE ... 24 10.81 ... ... 12.67 10.13 CarticaAcqnA CITE ... 36 10.77 +0.01 ... 3.97 0.49 CasaSystems CASA ... dd .64 –0.10 ... 95.78 72.33 CasellaWaste CWST ... cc 77.24 +0.48 ... 284.18 201.80 CaseysGenStores CASY .6 22 266.48 –3.21 .43 51.48 35.05 CassInfoSys CASS 3.2 16 36.50 –1.11 .29 29.59 9.26 CastleBiosci CSTL ... dd 12.38 –2.07 ... 47.30 27.24 CathayGenBncp CATY 4.0 6 34.25 –0.42 .34 318.00 193.91 CavcoIndustries CVCO ... 10 261.94 +4.27 ... 16.98 8.41 CECO Env CECO ... 35 16.00 +0.26 ... 8.29 3.96 CellebriteDI CLBT ... dd 7.02 –0.56 ... 4.04 1.36 Cellectis CLLS ... dd 1.38 –0.07 ... 8.65 3.00 CentessaPharm CNTA ... dd 6.01 ... ... 2.52 0.61 Centogene CNTG ... ... 1.05 +0.02 ... 48.48 35.60 CentralGarden CENT ... 19 43.68 +0.03 ... 45.93 33.77 CentralGardenA CENTA ... 18 39.56 +0.02 ... 12.97 5.72 CenturyAluminum CENX ... dd 6.51 +0.06 ... 11.95 1.58 CenturyTherap IPSC ... dd 1.64 –0.01 ... 2.38 1.55 Ceragon CRNT ... cc 1.65 –0.30 ... 36.79 12.82 Cerence CRNC ... dd 17.47 –1.02 ... 24.96 10.60 Certara CERT ... cc 13.74 –0.64 ... 4.25 1.21 Cerus CERS ... dd 1.29 –0.05 ... 38.37 20.88 ChampionX CHX 1.0 27 33.60 +0.32.085 3.00 0.36 ChargeEnt CRGE ... dd .39 –0.06 ... 457.66 302.21 CharterComms CHTR ... 15 449.27 +18.11 ... 138.60 111.46 CheckPoint CHKP ... 20 134.31 –2.71 ... 41.28 28.58 Cheesecake CAKE 3.7 22 28.99 –0.24 .27 39.54 17.56 ChefsWarehouse CHEF ... 43 19.10 +0.22 ... 53.43 33.72 ChemungFinl CHMG 3.1 7 40.39 –0.10 .31 11.49 10.12 ChengheAcqnA CHEA ... 54 10.85 –0.05 ... 107.31 69.68 ChesapeakeEner CHK 2.5 2 88.92 +1.64 .575 16.50 12.91 ChicagoAtlRealEst REFI 12.6 7 14.97 +0.26 .47 7.64 0.31 ChickenSoupA CSSE ... dd .34 ... ... 13.02 1.25 ChijetMotor CJET ... 43 2.29 +0.27 ... 48.88 14.27 Children'sPlace PLCE ... dd 23.70 –0.32 ... 2.40 0.92 Chimerix CMRX ... 0 .98 +0.03 ... 9.21 4.86 Chindata CD ... 26 8.42 +0.23 ... 27.24 17.82 ChipMOSTechs IMOS 4.8 16 23.80 +0.651.5007 169.33 117.05 ChordEnergy CHRD 3.0 4 168.62 +11.79 .11 150.45 97.38 ChurchillDowns CHDN .3 24 110.01 –1.87 .357 43.17 24.45 Chuy's CHUY ... 22 32.11 –2.27 ... 73.72 18.00 Cimpress CMPR ... dd 65.10 –2.22 ... 130.66 95.01 CincinnatiFinl CINF 2.9 12 101.80 +1.54 .75 525.37 379.61 Cintas CTAS 1.1 39 512.63 +19.37 1.35 5.30 0.38 CipherMining CIFR ... dd 2.40 –0.27 ... 111.15 64.17 CirrusLogic CRUS ... 27 70.58 –1.86 ... 58.19 39.92 CiscoSystems CSCO 2.9 18 53.77 +0.32 .39 34.94 14.21 CitiTrends CTRN ... 10 23.04 +0.20 ... 14.55 7.61 CtznCmntyBcp CZWI 3.2 6 9.16 –0.12 .29 17.00 10.01 CitizensHolding CIZN 6.3 9 10.13 –0.03 .16 103.00 82.53 CityHolding CHCO 3.2 12 90.30 –1.51 .715 13.01 5.43 Clarus CLAR 1.7 dd 5.86 –0.43 .025 11.36 9.88 CleanEarthA CLIN ... 78 10.61 +0.03 ... 0.22 0.08 CleanEarthRt CLINR ... ... .14 –0.01 ... 7.73 3.46 CleanEnerFuels CLNE ... dd 3.85 +0.12 ... 134.90 24.33 Clearfield CLFD ... 8 24.56 –2.26 ... 1.85 0.82 ClearsideBiomed CLSD ... dd .86 –0.02 ... 55.70 28.61 ClimbGlbl CLMB 1.6 17 43.33 +0.07 .17 1.69 0.71 CloverHealth CLOV ... dd 1.03 –0.06 ... 54.53 29.91 CoastalFinl CCB ... 12 42.00 +0.58 ... 745.53 429.07 CocaColaCon co*kE .3 12 621.53 –20.59 .50 66.79 44.09 Coca-ColaEuro CCEP 3.2 15 58.00 –0.88 .74 6.98 1.45 Codexis CDXS ... dd 1.99 –0.05 ... 25.95 16.00 CodorusValleyBncp CVLY 3.5 6 19.37 +0.42 .17 15.68 9.19 CogentBio COGT ... dd 9.52 –0.56 ... 75.00 50.22 CogentComm CCOI 5.9 3 62.66 +1.14 .945 59.51 37.99 Cognex CGNX .7 39 38.26 –3.89 .07 3.51 1.07 CognitionTherap CGTX ... dd 1.12 –0.17 ... 72.71 51.33 CognizantTech CTSH 1.8 15 65.78 –2.06 .29 6.23 2.31 CognyteSoftware CGNT ... dd 4.73 +0.06 ... 10.99 3.14 CoherusBioSci CHRS ... dd 3.81 +0.06 ... 43.99 26.29 Cohu COHU ... 23 34.69 –0.24 ... 114.43 31.55 CoinbaseGlbl COIN ... dd 73.43 –5.03 ... 30.22 16.66 CollegiumPharm COLL ... dd 21.90 –1.70 ... 129.95 84.16 ColliersIntl CIGI .3 cc 91.42 –3.60 .15 13.97 4.27 Collplant CLGN ... dd 5.17 –0.33 ... 14.47 8.59 ColonyBankcorp CBAN 4.5 8 9.85 –0.12 .11 35.53 17.54 ColumbiaBanking COLB 7.3 9 19.61 –0.26 .36 22.37 14.11 ColumbiaFinl CLBK ... 26 15.59 –0.51 ... 98.32 69.54 ColumbiaSportswr COLM 1.7 15 71.77 +0.79 .30 42.87 24.95 ColumbusMcKinn CMCO .8 20 33.96 –1.27 .07 47.46 30.01 Comcast A CMCSA 2.6 28 43.81 +0.34 .29 72.60 45.55 CommerceBcshrs CBSH 2.3 12 47.30 –0.63 .27 11.96 4.03 CommVehicle CVGI ... dd 7.20 –0.52 ... 13.73 2.33 CommScope COMM ... dd 2.36 –0.28 ... 48.05 32.68 CmntyTrBcp CTBI 5.3 8 34.42 –0.67 .46 15.23 10.38 CommWestBcshs CWBC 2.6 10 12.20 –0.30 .08 78.80 53.20 CommVaultSys CVLT ... dd 66.92 –1.72 ... 11.32 9.78 CompassDigitalAcqn CDAQ ... 38 10.53 +0.08 ... 16.00 1.36 CompleteSolaria CSLR ... dd 1.37 –0.37 ... 7.90 4.26 CompoSecure CMPO ... 10 6.25 –0.01 ... 32.91 14.09 ComputerPrograms CPSI ... 42 14.35 –1.86 ... 10.45 6.05 ComputerTask CTG ... 63 10.40 –0.03 ... 1.71 0.53 comScore SCOR ... dd .58 ... ... 16.87 7.91 ComtechTel CMTL 3.9 dd 10.37 +2.15 .10 151.82 70.58 Concentrix CNXC 1.4 12 79.15 –1.36.3025 4.95 2.70 Conduent CNDT ... dd 3.29 –0.13 ... 25.00 1.67 ConduitPharm CDT ... 80 1.76 –0.92 ... 41.22 16.60 Confluent CFLT ... dd 29.32 –0.44 ... 2.08 1.07 Conifer CNFR ... dd 1.23 –0.04 ... 1.58 0.53 ConnectBiopharma CNTB ... dd .87 –0.12 ... 26.55 13.11 ConnectOneBncp CNOB 3.9 7 17.30 –0.23 .17 11.69 3.07 Conn's CONN ... dd 3.27 –0.25 ... 65.68 23.25 ConsensusCloud CCSI ... 7 23.87 –0.12 ... 5.55 2.10 ConsldComm CNSL ... dd 3.53 +0.04 ... 31.85 13.38 ConsldWater CWCO 1.3 37 30.00 –1.12 .095 117.39 71.16 ConstellationEner CEG 1.0 48 113.69 +3.52 .282 40.75 24.12 ConstructionPtrs ROAD ... 65 39.00 –1.25 ... 13.75 4.64 ConsumerPtfo CPSS ... 3 8.95 +0.07 ... 32.10 4.08 ContextLogic WISH ... dd 4.26 –0.06 ... 399.62 248.10 Cooper COO .0 59 325.54 +12.08 .03 47.39 26.88 Copart CPRT ... 36 45.75 +0.92 ... 6.09 2.71 CorMedix CRMD ... dd 3.34 –0.22 ... 20.72 11.43 CorsairGaming CRSR ... cc 13.53 –0.70 ... 228.94 136.22 Corvel CRVL ... 51 202.83 +0.22 ... 4.19 0.61 CorvusPharm CRVS ... dd 1.40 –0.09 ... 92.36 65.12 CoStar CSGP ... 84 80.30 –0.34 ... 576.19 447.90 Costco COST .7 40 566.84 +9.31 1.02 22.50 10.19 Couchbase BASE ... dd 15.05 –2.25 ... 57.57 29.01 CovenantLogist CVLG .9 7 43.46 –1.57 .11 121.17 62.69 CrackerBarrel CBRL 7.7 15 67.65 +0.85 1.30 6.84 3.89 CreativeMedia CMCT 8.4 dd 4.07 +0.02.085 576.05 358.00 CreditAcceptance CACC ... 17 422.93 –8.47 ... 19.46 7.20 CredoTech CRDO ... dd 15.56 –1.69 ... 17.55 12.55 CrescentCapBDC CCAP 9.9 19 16.54 +0.09 .41 9.59 4.79 Cresud CRESY .0 11 7.56 +0.95.1326 17.89 7.15 Cricut CRCT .0 38 8.28 –0.37 1.00 31.00 15.23 CrineticsPharm CRNX ... dd 29.11 +2.25 ... 36.76 22.54 Criteo CRTO ... cc 28.23 –0.61 ... 12.09 9.92 CrixusBH3 A BHAC ... 32 10.46 –0.07 ... 151.32 66.60 Crocs CROX ... 8 82.73 –2.09 ... 3.62 1.64 Cronos CRON ... dd 1.89 –0.10 ... 40.12 20.50 CrossCtyHlthcr CCRN ... 7 23.00 –0.62 ... 14.66 9.29 CrossFirstBkshs CFB ... 8 9.86 –0.28 ... 190.36 92.25 CrowdStrike CRWD ... dd 185.72 +9.03 ... 4.38 0.31 CueHealth HLTH ... dd .41 ... ... 13.99 7.78 CullinanOncology CGEM ... dd 8.80 +0.04 ... 2.91 1.43 CumberlandPharm CPIX ... dd 2.04 +0.06 ... 7.93 2.57 CumulusMedia CMLS ... dd 5.23 +0.25 ... 12.79 5.47 CureVac CVAC ... dd 5.93 –0.42 ... 52.89 3.24 Cutera CUTR ... dd 3.43 –1.37 ... 19.94 6.57 CVRx CVRX ... dd 11.67 –3.17 ... 174.94 113.19 CyberArkSoftware CYBR ... dd 162.43 –4.76 ... 18.20 3.16 CymaBayTherap CBAY ... dd 13.48 –0.76 ... 3.10 1.13 CyteirTherap CYT ... dd 3.07 +0.07 ... 15.85 4.83 CytekBiosci CTKB ... dd 5.02 –0.34 ... 49.77 25.98 Cytokinetics CYTK ... dd 34.21 +3.61 ... 3.02 1.17 CytomXTherap CTMX ... dd 1.25 –0.03 ... D 2.37 1.08 DBV Tech DBVT ... dd 1.17 –0.03 ... 17.49 4.85 DISH Network DISH ... 2 5.03 +0.03 ... 28.01 14.82 DMC Global BOOM ... 13 20.89 –0.90 ... 1.89 0.61 D-MarketElec HEPS ... dd 1.21 –0.11 ... 11.24 10.07 DPCapAcqnIA DPCS ... 48 10.73 +0.02 ... 11.83 9.95 DuetAcqnA DUET ... cc 10.71 +0.01 ... 39.89 22.06 DXP Ents DXPE ... 11 32.69 –1.70 ... 15.59 2.98 DadaNexus DADA ... dd 4.17 –0.32 ... 10.27 1.46 Daktronics DAKT ... 13 9.02 –0.14 ... 5.70 3.73 DallasNews DALN15.2 dd 4.21 –0.26 .16 118.02 61.34 Datadog DDOG ... dd 88.06 –6.37 ... 47.29 31.65 Dave&Buster's PLAY ... 12 33.29 –1.67 ... 14.08 4.47 Dave DAVE ... dd 5.12 –0.44 ... 2.65 1.28 DawsonGeophys DWSN ... dd 2.35 +0.01 ... 25.77 10.51 DayOneBiopharm DAWN ... dd 11.07 –1.12 ... 22.76 10.49 DecipheraPharm DCPH ... dd 10.95 –1.19 ... 16.41 6.50 DefinitiveHlthcr DH ... dd 6.81 –0.40 ... 11.84 9.82 DenaliCapAcqnA DECA ... dd 10.94 +0.04 ... 34.78 19.57 DenaliTherap DNLI ... dd 20.76 –0.15 ... 43.24 26.48 DentsplySirona XRAY 1.8 dd 30.83 –1.65 .14 82.02 62.12 DescartesSystems DSGX ... 56 73.75 –0.31 ... 16.63 1.94 DesignTherap DSGN ... dd 2.14 –0.16 ... 7.57 3.69 DestinationXL DXLG ... 7 4.11 –0.34 ... 3.32 2.25 Deswell DSWL 8.8 18 2.27 –0.08 .10 139.55 74.75 DexCom DXCM ... 89 76.19 –7.03 ... 196.00 154.24 DiamondHillInvt DHIL 3.7 10 160.53 –6.82 1.50 168.95 119.01 DiamondbkEner FANG 2.0 9 166.57 +15.34 .84 43.68 24.03 DigiIntl DGII ... 30 24.17 –1.55 ... 38.35 12.97 Digimarc DMRC ... dd 28.25 –3.70 ... 12.00 10.05 DigitalHealth DHAC ... dd 11.95 ... ... 29.80 12.34 DigitalWorldA DWAC ... dd 15.52 –0.31 ... 36.51 15.57 DimeCommBcshs DCOM 5.1 6 19.67 +0.13 .25 97.45 67.00 Diodes DIOD ... 11 77.54 –2.91 ... 57.70 11.80 DiscMedicine IRON ... dd 46.88 +1.31 ... 11.17 10.15 DistokenAcqn DIST ... cc 10.52 +0.02 ... 0.49 0.10 DistokenAcqnRt DISTR ... ... .20 +0.06 ... 32.87 12.95 DistributionSoln DSGR ... 55 31.67 +0.40 ... 3.30 0.61 DiversifiedHlthcr DHC 2.1 dd 1.88 +0.05 .01 1.36 0.46 DixieGroup DXYN ... dd .57 +0.01 ... 24.65 9.03 dLocal DLO ... 43 18.34 –0.10 ... 46.52 23.40 Docebo DCBO ... cc 40.68 +0.59 ... 69.45 39.57 DocuSign DOCU ... dd 40.57 –1.56 ... 170.36 102.77 DollarTree DLTR ... 20 107.94 +2.59 ... 20.18 8.80 Domo DOMO ... dd 8.84 –0.85 ... 15.76 13.47 DonegalGroup A DGICA 4.8 cc 14.12 –0.28 .17 92.61 41.37 DoorDash DASH ... dd 75.37 +0.86 ... 33.18 26.50 DorchesterMnls DMLP12.7 10 29.03 +0.22.6768 102.25 73.32 DormanProducts DORM ... 28 76.55 +0.15 ... 11.09 6.95 DoubleDown DDI ... dd 7.48 –0.84 ... 2.12 0.91 DouYuIntl DOYU ... 33 .94 –0.09 ... 34.49 10.69 DraftKings DKNG ... dd 28.55 –1.09 ... 28.75 1.27 DragonflyEnergy DFLI ... dd 1.37 –0.06 ... 32.97 11.05 DrivenBrands DRVN ... 14 11.25 –0.43 ... 28.68 18.71 Dropbox DBX ... 19 27.64 +0.01 ... 9.23 5.11 DuluthHoldings DLTH ... dd 5.36 –0.14 ... 179.84 64.73 Duolingo DUOL ... dd 160.10 –4.14 ... 15.12 9.42 DynavaxTechs DVAX ... 20 14.24 –0.58 ... 15.60 7.39 DyneTherap DYN ... dd 8.16 –1.25 ... E 11.32 3.02 ECARX ECX ... dd 3.83 +0.59 ... 12.65 5.78 EDAP TMS EDAP ... dd 6.97 +0.41 ... 0.28 0.03 EFHuttonAcqnIRt EFHTR ... ... .20 +0.04 ... 11.37 9.98 EFHuttonAcqnI EFHT ... cc 10.65 +0.09 ... 11.70 10.18 EsgenAcqnA ESAC ... dd 11.20 +0.01 ... 24.72 0.45 ESGL ESGL ... dd .51 +0.01 ... 10.14 10.05 ESH Acqn A ESHA ... ... 10.13 +0.01 ... 1.35 0.13 ESH Acqn Rt ESHAR ... ... .14 –0.03 ... 21.80 12.79 ESSA Bancorp ESSA 4.0 7 15.15 –0.38 .15 19.69 11.50 EagleBncpMT EBMT 4.8 8 11.64 –0.04 .14 40.85 12.36 EaglePharm EGRX ... 15 13.43 –0.43 ... 18.00 1.80 Eargo EAR ... dd 1.94 –0.02 ... 80.98 33.86 EastWestBncp EWBC 3.8 6 50.52 –1.23 .48 21.54 9.93 EasternBankshares EBC 3.4 dd 11.76 –0.39 .10 24.35 15.30 Eastern EML 2.5 16 17.51 –0.34 .11 12.60 2.52 EbangIntl EBON ... dd 6.88 –0.29 ... 52.23 37.01 eBay EBAY 2.4 17 41.79 –1.22 .25 32.87 5.42 Ebix EBIX 4.6 6 6.49 –0.78 .075 24.80 13.95 EchoStar SATS ... 11 14.51 +0.16 ... 11.48 5.49 EdgewiseTherap EWTX ... dd 6.71 –0.37 ... 3.06 0.45 Edgio EGIO ... dd .85 +0.11 ... 14.23 6.33 EditasMedicine EDIT ... dd 7.05 –0.10 ... 4.00 1.00 EducDev EDUC ... dd 1.16 +0.06 ... 25.78 3.32 EHang EH ... dd 20.30 +3.20 ... 10.57 2.67 eHealth EHTH ... dd 8.19 +0.49 ... 6.07 0.23 EigerBioPharma EIGR ... dd .25 –0.04 ... 6.49 2.33 8x8 EGHT ... dd 2.38 –0.05 ... 22.93 7.01 89bio ETNB ... dd 7.62 –8.41 ... 13.00 8.21 ElPolloLoco LOCO .0 13 8.21 –0.29 1.50 225.22 162.01 ElbitSystems ESLT .9 36 211.86 +3.74 .50 140.30 108.53 ElectronicArts EA .6 41 131.29 +8.33 .19 5.89 0.51 ElevationOnc ELEV ... dd .66 +0.05 ... 24.39 4.60 ElicioTherap ELTX ... dd 6.52 –0.98 ... 4.75 2.21 EliemTherap ELYM ... dd 2.61 –0.01 ... 36.64 12.72 Embecta EMBC 3.9 19 15.30 +1.24 .15 11.69 10.05 EmbraceChange EMCG ... 55 10.84 +0.02 ... 0.92 0.09 EmbraceChangeRt EMCGR ... ... .14 ... ... 1.64 0.43 Emcore EMKR ... dd .44 ... ... 29.74 20.84 Enact ACT 2.3 7 27.82 –0.15 .16 62.06 9.44 EnantaPharma ENTA ... dd 9.63 –0.21 ... 58.46 42.50 EncoreCapital ECPG ... dd 47.13 –2.31 ... 206.74 119.38 EncoreWire WIRE .0 6 178.21 –3.60 .02 11.36 10.15 EnergemA ENCP ... cc 11.12 ... ... 30.76 17.32 EnergyRecovery ERII ... cc 19.51 –0.58 ... 20.44 12.30 EnlightRenewableEn ENLT ... 28 12.98 –1.25 ... 25.34 11.96 EnlivenTherap ELVN ... 54 12.25 –0.87 ... 23.90 6.50 Enovix ENVX ... dd 10.18 –0.15 ... 339.92 111.44 EnphaseEnergy ENPH ... 31 123.81 +4.65 ... 104.04 82.21 EnsignGroup ENSG .2 23 95.64 +2.64.0575 271.39 182.73 Enstar ESGR ... 13 238.00 –2.50 ... 114.47 61.75 Entegris ENTG .4 cc 95.44 +0.65 .10 36.72 26.27 EnterpriseBncp EBTC 3.4 7 26.84 –1.11 .23 56.35 36.10 EnterpriseFinSvcs EFSC 2.7 6 36.66 –0.92 .25 24.38 9.32 EntradaTherap TRDA ... dd 13.10 –1.75 ... 75.90 41.71 ePlus PLUS ... 14 67.21 +2.96 ... 7.59 4.76 EpsilonEnergy EPSN 4.7 5 5.30 –0.03.0625 5.71 1.58 EQRx EQRX ... dd 2.32 +0.10 ... 821.63 503.61 Equinix EQIX 1.8 86 742.64 +18.98 3.41 9.25 1.82 Erasca ERAS ... dd 2.34 +0.13 ... 308.85 199.49 ErieIndemnity ERIE 1.6 46 306.52 +2.91 1.19 17.06 9.25 Escalade ESCA 3.6 27 16.65 +0.75 .15 8.87 0.70 EsperionTherap ESPR ... dd .83 –0.16 ... 5.81 1.98 EtonPharm ETON ... dd 3.92 –0.13 ... 149.91 61.22 Etsy ETSY ... dd 63.17 +0.45 ... 121.55 73.84 EuronetWorldwide EEFT ... 12 73.93 –3.16 ... 20.70 12.02 EuropeanWax EWCZ ... 88 14.89 –0.57 ... 48.00 0.49 EveloBiosci EVLO ... dd 3.12 –0.12 ... 36.41 19.90 Everbridge EVBG ... dd 20.58 –1.55 ... 13.47 5.87 EverCommerce EVCM ... dd 9.91 –0.32 ... 11.47 10.11 EvergreenA EVGR ... 54 11.00 +0.02 ... 65.39 46.92 Evergy EVRG 4.9 15 49.95 +1.16.6125 18.86 5.23 EverQuote EVER ... dd 7.25 –0.81 ... 10.50 4.98 EverspinTech MRAM ... 30 10.12 –0.26 ... 8.16 2.82 EVgo EVGO ... dd 2.87 –0.26 ... 11.49 6.51 Evolus EOLS ... dd 8.14 –0.68 ... 13.49 7.80 Evotec EVO ... dd 8.96 –0.39 ... 4.20 1.85 Exagen XGN ... dd 1.88 –0.23 ... 11.10 9.99 ExcelFinAcqnA XFIN ... dd 10.63 ... ... 22.80 15.32 Exelixis EXEL ... 42 21.36 –0.86 ... 44.37 35.19 Exelon EXC 3.6 19 39.95 +1.87 .36 38.24 27.16 ExlService EXLS ... 29 29.12 +0.68 ... 25.39 9.96 eXpWorld EXPI 1.4 cc 14.29 –0.38 .05 124.95 82.39 Expedia EXPE ... 17 99.16 –1.32 ... 128.04 89.05 ExpeditorsIntl EXPD 1.2 17 116.45 +1.85 .69 14.64 2.88 Expensify EXFY ... dd 2.93 –0.13 ... 112.75 84.03 Exponent EXPO 1.2 45 87.87 –0.69 .26 11.52 4.09 Exscientia EXAI ... dd 5.83 +1.18 ... 32.73 13.11 ExtremeNetworks EXTR ... 39 22.92 –0.72 ... 15.63 2.19 EyePointPharm EYPT ... dd 8.10 –0.51 ... 10.68 7.05 Ezcorp EZPW ... 20 8.06 –0.32 ... F 36.74 10.30 FARO Tech FARO ... dd 13.68 –0.62 ... 167.89 127.05 F5 FFIV ... 27 150.51 –5.81 ... 3.18 1.18 FGFinancial FGF ... 2 1.39 –0.03 ... 4.06 0.15 FLJ FLJ ... 0 .23 –0.04 ... 61.81 52.45 FRP Holdings FRPH ... cc 55.28 +0.26 ... 10.66 9.85 FTACEmeraldA EMLD ... ... 10.47 +0.02 ... 37.98 14.56 FTAI Aviation FTAI ... 52 33.87 –0.87 ... 3.75 2.32 FTAI Infra FIP 3.8 dd 3.13 +0.19 .03 3.87 1.07 FTC Solar FTCI ... dd 1.31 +0.05 ... 40.04 7.17 Falcon'sBeyondGlbl FBYD ... dd 11.60 –5.81 ... 32.70 0.66 FangddNetwork DUO ... ... .70 –0.06 ... 9.54 4.35 Fanhua FANH ... 11 7.27 –0.16 ... 6.83 1.75 FarmerBros FARM ... dd 2.28 –0.09 ... 60.93 43.74 Fastenal FAST 2.3 30 60.12 +4.00 .35 12.89 9.98 FatProjectsAcqn FATP ... dd 11.11 ... ... 23.96 1.66 FateTherap FATE ... dd 1.70 –0.08 ... 11.99 9.98 FeutuneLightA FLFV ... 80 10.70 ... ... 25.69 0.59 FibroGen FGEN ... dd .60 –0.16 ... 52.90 35.51 FidelityD&D FDBC 3.3 9 44.00 –0.48 .36 9.28 5.97 FiestaRestaurant FRGI ... dd 8.47 ... ... 38.06 22.11 FifthThirdBncp FITB 5.8 7 24.27 +0.10 .35 26.86 13.84 FinInstitutions FISI 7.3 5 16.46 –0.42 .30 51.30 4.19 FinchTherap FNCH ... dd 4.48 –0.25 ... 11.50 10.08 FinnovateAcqnA FNVT ... 82 10.92 +0.01 ... 0.98 0.08 FintechEcoRt FEXDR ... ... .10 +0.01 ... 10.55 7.61 FinWiseBancorp FINW ... 6 8.80 –0.08 ... 15.89 10.07 FirstAdvantage FA .0 42 13.87 –0.32 1.50 49.00 26.26 FirstBancorpNC FBNC 3.2 8 27.30 –0.60 .22 32.05 22.39 FirstBancorp FNLC 6.0 7 23.23 –0.78 .35 35.90 22.82 FirstBancshares FBMS 3.5 10 26.49 –0.20 .23 16.23 8.59 FirstBank FRBA 2.1 7 11.26 +0.07 .06 27.98 16.26 FirstBusey BUSE 5.0 8 19.08 –0.29 .24 39.88 24.57 FirstBusFinSvcs FBIZ 3.0 7 30.25 +0.10.2275 1512.07 505.84 FirstCitizBcshA FCNCA .2 2 1351.28 –2.82 .75 39.39 22.55 FirstCommBkshs FCBC 3.8 11 30.35 –0.12 .29 26.72 17.99 FirstFinBncpOH FFBC 4.8 7 19.23 –0.49 .23 46.08 23.71 FirstFinBkshs FFIN 3.0 15 23.91 –0.81 .18 49.90 31.00 FirstFinIN THFF 3.3 6 33.08 –0.55 .54 15.75 9.70 FirstFinNW FFNW 4.3 10 12.11 –0.11 .13 25.19 10.53 FirstGuarBcshs FGBI 6.1 7 10.53 –0.33 .16 28.28 15.08 FirstHawaiian FHB 5.8 8 17.92 –0.01 .26 33.02 9.68 FirstInternetBncp INBK 1.4 10 17.18 +0.36 .06 46.34 21.03 FirstInterBanc FIBK 8.2 8 22.98 –1.67 .47 45.04 24.52 FirstMerchants FRME 5.0 6 27.30 –0.72 .34 37.22 21.77 FirstMidBcshs FMBH 3.4 7 26.89 –0.02 .23 15.99 9.94 FirstNWBncp FNWB 2.2 7 12.64 +0.14 .07 232.00 115.66 FirstSolar FSLR ... cc 147.92 –0.64 ... 59.94 38.77 1stSource SRCE 3.1 8 41.81 –0.81 .32 20.94 12.56 FirstUnited FUNC 4.9 5 16.30 ... .20 20.31 12.75 FirstWatchRest FWRG ... 59 16.37 –1.02 ... 30.70 13.00 FirstWesternFin MYFW ... 10 17.40 –0.09 ... 105.68 77.60 FirstCash FCFS 1.4 20 99.65 –1.08 .35 1.36 0.21 FirsthandTechVal SVVC ... dd .24 –0.13 ... 163.95 117.94 FirstService FSV .6 48 142.77 –2.16 .225 220.19 130.15 FiveBelow FIVE ... 34 164.33 +1.92 ... 14.37 2.17 5EAdvMatls FEAM ... dd 3.10 +0.67 ... 89.58 46.61 Five9 FIVN ... dd 60.21 –3.78 ... 31.35 17.74 FiveStarBncp FSBC 3.6 7 19.46 –0.53 .20 28.90 16.70 Flex FLEX ... 15 25.77 –0.63 ... 24.96 13.46 Flexsteel FLXS 3.0 7 19.98 –0.01 .15 31.32 11.90 FluenceEnergy FLNC ... dd 20.70 –0.08 ... 1.81 0.39 Fluent FLNT ... dd .45 ... ... 21.55 9.28 FlushingFinl FFIC 7.2 8 12.24 –0.25 .22 35.80 17.16 Flywire FLYW ... dd 27.66 –2.58 ... 11.55 9.99 FocusImpact FIAC ... 71 10.82 +0.01 ... 9.60 1.40 FocusUniversal FCUV ... dd 1.94 –0.05 ... 9.97 3.32 FoghornTherap FHTX ... dd 3.49 –0.89 ... 11.17 10.11 ForbionEuroA FRBN ... dd 10.85 –0.01 ... 37.74 18.15 FormFactor FORM ... dd 33.87 –0.67 ... 84.97 60.29 FormulaSys FORTY 1.4 15 63.03 –10.52.6215 42.86 22.62 ForresterRes FORR ... cc 28.65 –0.24 ... 81.24 42.61 Fortinet FTNT ... 43 57.76 –2.17 ... 37.30 24.93 Fortrea FTRE ... ... 29.46 +2.33 ... 11.80 10.15 FortuneRiseA FRLA ... cc 10.96 +0.01 ... 121.38 60.09 ForwardAir FWRD 1.3 13 72.03 +0.63 .24 6.08 1.61 Fossil FOSL ... dd 1.67 –0.04 ... 19.53 9.00 FosterLB FSTR ... dd 18.77 +0.02 ... 26.49 6.58 4D Molecular FDMT ... dd 10.46 –1.83 ... 37.26 28.02 FoxA FOXA 1.7 13 30.95 +0.57 .26 34.42 26.35 FoxB FOX 1.8 12 28.58 +0.45 .26 127.54 73.05 FoxFactory FOXF ... 21 92.08 –3.86 ... 107.36 77.58 FranklinElec FELE 1.0 21 86.56 –2.74 .225 4.61 2.60 FreightCarAmer RAIL ... dd 2.70 +0.03 ... 7.50 4.92 FrequencyElec FEIM .0 dd 7.16 +0.23 1.00 84.70 45.13 Freshpet FRPT ... dd 56.96 –1.88 ... 23.80 11.92 Freshworks FRSH ... dd 17.74 –1.77 ... 38.97 19.06 Frontdoor FTDR ... 20 30.79 +0.18 ... 30.83 11.65 FrontierComms FYBR ... 15 16.61 +1.37 ... 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. For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 39 DATA NASDAQ ISSUES BARRONS.COM/DATA 14.34 4.27 Frontier ULCC ... 8 4.47 –0.25 ... 4.36 1.13 FuelCell FCEL ... dd 1.29 +0.04 ... 15.00 2.25 FulcrumTherap FULC ... dd 3.89 –0.29 ... 44.09 24.31 FulgentGenetics FLGT ... dd 24.90 –1.96 ... 18.91 9.64 FultonFin FULT 5.3 7 12.08 –0.21 .16 22.77 5.27 Funko FNKO ... dd 7.53 +0.64 ... 7.20 0.72 FusionFuelGreen HTOO ... ... .84 +0.10 ... 5.63 1.98 FusionPharm FUSN ... dd 4.13 +0.38 ... 72.20 28.00 Futu FUTU ... 17 62.38 +5.01 ... 12.12 10.02 FutureTechIIA FTII ... 64 10.92 +0.01 ... G 9.48 6.56 GCM Grosvenor GCMG 5.6 dd 7.86 +0.19 .11 8.50 2.15 GDEV GDEV ... ... 2.95 +0.15 ... 27.89 8.41 GDS Holdings GDS ... dd 10.19 –0.71 ... 87.83 53.00 GE HealthCare GEHC .2 19 67.12 –1.34 .03 20.50 9.44 GEN Restaurant GENK ... 31 9.86 –1.52 ... 14.64 5.70 GH Research GHRS ... dd 8.08 –0.63 ... 25.99 11.60 G-IIIApparel GIII ... dd 23.40 –0.02 ... 12.18 1.08 G1Therapeutics GTHX ... dd 1.14 –0.06 ... 82.48 36.08 GRAVITY GRVY ... 7 64.72 –1.11 ... 9.80 1.45 GSI Tech GSIT ... dd 2.32 –0.07 ... 4.03 2.05 Gaia GAIA ... dd 2.80 –0.06 ... 6.19 2.80 GainTherap GANX ... dd 3.30 –0.08 ... 48.07 33.69 Galapagos GLPG ... dd 34.72 –0.86 ... 3.70 0.54 Galecto GLTO ... dd .62 –0.05 ... 3.59 0.16 GaleraTherap GRTX ... dd .19 +0.02 ... 14.83 6.62 Gambling.com GAMB ... cc 13.30 –0.59 ... 2.51 0.56 GamidaCell GMDA ... dd .81 –0.20 ... 55.13 43.95 Gaming&Leisure GLPI 6.3 16 46.18 +0.66 .73 12.02 10.02 GardinerHlthcr GDNR ... dd 10.79 –0.07 ... 8.68 5.57 GarrettMotion GTX ... dd 7.49 +0.09 ... 23.92 15.45 GenDigital GEN 2.9 8 17.12 –0.23 .125 35.31 3.07 GeneDx WGS ... dd 3.23 –0.09 ... 7.35 3.05 GenerationBio GBIO ... dd 3.24 +0.03 ... 1.27 0.69 Genetron GTH ... ... 1.19 +0.39 ... 4.75 2.89 Genfit GNFT ... dd 3.21 +0.02 ... 47.50 31.80 Genmab GMAB ... 32 32.28 –2.89 ... 34.33 23.68 Gentex GNTX 1.5 20 31.04 –0.63 .12 76.13 51.95 Gentherm THRM ... cc 53.50 –0.97 ... 14.59 3.76 GeospaceTech GEOS ... dd 13.30 +1.10 ... 40.70 26.03 GermanAmBncp GABC 3.8 8 26.18 –0.80 .25 3.84 1.73 Geron GERN ... dd 1.78 –0.03 ... 77.10 44.24 GibraltarInds ROCK ... 22 62.81 –2.25 ... 18.60 4.14 GigaCloudTech GCT ... 7 8.69 +0.02 ... 7.16 4.51 GilatSatellite GILT ... 58 6.18 –0.19 ... 89.74 65.70 GileadSciences GILD 3.9 18 77.65 +2.91 .75 58.70 26.24 GitLab GTLB ... dd 45.69 –0.73 ... 11.28 8.78 GladstoneCap GLAD10.3 10 9.61 +0.21.0825 20.12 10.84 GladstoneComm GOOD10.1 dd 11.91 +0.22 .10 14.64 12.11 GladstoneInvt GAIN 7.6 13 12.59 –0.02 .08 22.13 13.57 GladstoneLand LAND 3.9 dd 14.12 +0.04.0464 11.19 9.89 GlblBlockchain GBBK ... 58 10.50 ... ... 0.55 0.04 GlbBlockchainRt GBBKR ... ... .20 ... ... 45.72 18.14 Global-EOnline GLBE ... dd 35.23 –4.82 ... 11.00 10.00 GlobalStarA GLST ... cc 10.60 ... ... 14.95 9.35 GlobalWaterRscs GWRS 2.9 36 10.15 +0.26.0248 72.50 47.88 GlobalFoundries GFS ... 21 55.65 –1.27 ... 11.67 9.99 GlobalinkInvt GLLI ... 95 10.77 –0.02 ... 4.16 0.58 GlycoMimetics GLYC ... dd 1.42 +0.03 ... 17.94 11.01 Gogo GOGO ... 10 11.28 –0.41 ... 5.09 2.45 Gogoro GGR ... dd 2.88 +0.36 ... 28.47 19.62 GolarLNG GLNG 4.2 ... 24.09 +1.31 .25 47.50 32.41 GoldenEnt GDEN .0 21 33.61 +0.202.00 10.58 6.89 GoldenOcean GOGL 9.4 8 7.98 –0.05 .10 10.45 10.14 GoldenStarAcqn GODN ... ... 10.35 +0.01 ... 1.00 0.19 GoldenStarAcqnRt GODNR ... ... .39 +0.04 ... 15.10 12.27 GolubCapital GBDC10.3 15 14.32 +0.11 .37 9.37 3.82 GoodRx GDRX ... cc 5.31 +0.16 ... 16.51 9.66 Goodyear GT ... dd 12.00 +0.03 ... 79.40 29.23 GooseheadIns GSHD ... cc 69.35 –0.65 ... 6.57 2.75 GoPro GPRO ... dd 2.75 –0.15 ... 11.10 9.67 GoresIX A GHIX ... cc 10.40 ... ... 13.53 0.62 GossamerBio GOSS ... dd .65 –0.02 ... 4.03 2.19 Grab GRAB ... dd 3.42 –0.08 ... 6.99 1.40 GracellBiotech GRCL ... dd 2.43 –0.28 ... 124.53 82.12 GrandCanyonEduc LOPE ... 19 116.19 +1.45 ... 3.69 1.59 GraphiteBio GRPH ... dd 2.39 +0.03 ... 10.51 7.51 GreatElmCap GECC14.4 10 9.70 +0.33 .35 2.49 1.85 GreatElm GEG ... 3 1.90 –0.05 ... 9.67 4.75 GreatLakesDredge GLDD ... dd 8.05 +0.23 ... 64.16 45.39 GreatSouthernBncp GSBC 3.4 8 47.14 –1.08 .40 37.49 25.78 GreenPlains GPRE ... dd 25.87 –1.84 ... 16.25 11.72 GreenPlainsPtrs GPP 13.7 8 13.33 –0.58 .455 13.90 1.55 GreenidgeGen GREE ... dd 3.73 –0.51 ... 19.10 0.56 Greenlane GNLN ... dd .65 +0.05 ... 11.72 7.30 GreenlightCapRe GLRE ... 6 11.12 –0.04 ... 10.97 5.71 Grifols GRFS ... cc 8.80 +0.19 ... 26.29 6.80 GrindrodShipping GRIN 1.0 13 12.20 +1.821.016 4.05 1.14 Gritstone GRTS ... dd 2.35 –0.50 ... 36.54 25.71 GroceryOutlet GO ... 39 27.52 +0.23 ... 16.25 2.89 Groupon GRPN ... dd 12.71 –1.88 ... 100.21 50.23 GrAeroportuario OMAB ... 13 66.36 +1.22 ... 54.47 20.67 GuardantHealth GH ... dd 27.03 –1.45 ... 5.74 2.95 GulfIslandFab GIFI ... 22 3.90 +0.19 ... 4.30 1.63 Gulf Resources GURE ... 4 1.73 –0.04 ... H 56.47 28.80 H&E Equipment HEES 2.5 10 43.41 +2.02 .275 23.49 16.33 HBT Finl HBT 3.8 9 17.91 –0.44 .17 2.50 1.08 HCW Biologics HCWB ... dd 1.82 –0.32 ... 23.00 17.31 HMN Fin HMNF 1.5 11 18.90 –0.10 .08 2.05 0.54 Hookipa HOOK ... dd .55 –0.03 ... 21.28 7.39 Hutchmed HCM ... dd 18.67 +1.90 ... 53.52 24.38 H World HTHT ... 74 35.36 –2.51 ... 24.82 17.10 HackettGroup HCKT 1.9 18 22.60 –1.14 .11 22.14 9.36 HainCelestial HAIN ... dd 10.30 +0.32 ... 11.66 1.90 HallmarkFin HALL ... dd 2.05 –0.04 ... 59.46 29.85 HalozymeTherap HALO ... 21 36.55 –0.72 ... 94.33 55.95 HamiltonLane HLNE 2.1 30 85.86 –3.19.445 57.00 31.02 Hanco*ckWhitney HWC 3.4 6 34.85 –0.78 .30 27.35 13.35 HanmiFinancial HAFC 6.4 5 15.60 –0.39 .25 21.22 17.37 HanoverBancorp HNVR 2.2 8 17.97 ... .10 15.57 7.51 HarborOneBncp HONE 3.2 11 9.41 –0.25 .075 18.43 8.80 Harmonic HLIT ... 52 9.66 +0.48 ... 62.09 18.61 HarmonyBio HRMY ... 6 21.11 –11.30 ... 28.25 10.06 Harrow HROW ... dd 14.98 +0.71 ... 14.24 5.00 Harte-Hanks HHS ... 2 5.74 –0.76 ... 6.29 1.98 HarvardBioSci HBIO ... dd 4.14 –0.23 ... 73.58 45.75 Hasbro HAS 5.0 dd 55.99 –2.77 .70 37.31 21.13 HashiCorp HCP ... dd 21.30 –0.95 ... 16.15 4.78 HawaiianHoldings HA ... dd 4.91 –0.39 ... 63.21 36.62 Hawkins HWKN 1.1 19 58.50 –1.23 .16 24.51 15.70 HawthornBcsh HWBK 4.3 7 15.89 –0.46 .17 60.85 39.95 HaynesIntl HAYN 2.0 12 44.05 –1.11 .22 15.87 6.40 HealthCatalyst HCAT ... dd 8.35 –1.50 ... 15.97 9.69 HealthcareSvcs HCSG .0 20 10.05 –0.24 .215 79.20 48.86 HealthEquity HQY ... cc 74.50 –0.12 ... 27.69 20.47 HealthStream HSTM .4 53 22.38 –0.09 .025 18.17 13.43 HeartlandExp HTLD .5 19 14.80 +0.33 .02 51.61 26.10 HeartlandFinUSA HTLF 4.1 6 28.98 –0.73 .30 35.15 22.79 Heidrick&Strug HSII 2.4 9 25.48 –0.07 .15 143.68 81.14 HelenofTroy HELE ... 20 112.06 +3.58 ... 11.54 4.10 HelloGroup MOMO .0 6 7.06 –0.09 .70 10.15 6.39 HennessyAdvsrs HNNA 8.3 11 6.65 –0.02.1375 10.60 9.70 HennessyCapVI HCVI ... 56 10.35 +0.01 ... 89.72 66.46 HenrySchein HSIC ... 22 73.35 –1.01 ... 14.87 6.69 HeritageCommerce HTBK 6.2 7 8.38 –0.19 .13 47.98 25.70 HeritageCrystal HCCI ... 14 45.47 +0.06 ... 34.34 14.85 HeritageFin HFWA 5.5 7 16.07 –0.68 .22 20.48 10.25 HertzGlobal HTZ ... 5 11.02 +0.13 ... 30.36 7.35 Hesai HSAI ... dd 9.73 +0.11 ... 75.38 34.86 Hibbett HIBB 2.1 6 47.12 +0.50 .25 30.15 10.44 HighPeakEner HPK .6 9 17.39 +2.64 .025 23.10 11.21 HilleVax HLVX ... dd 11.81 –1.20 ... 10.28 6.60 HillmanSolns HLMN ... dd 7.43 –0.57 ... 8.70 5.26 HimaxTechs HIMX 8.3 15 5.63 +0.01 .48 311.18 169.00 HinghamSvg HIFS 1.4 10 176.53 –2.90 .63 22.00 13.70 HollysysAuto HOLI ... 12 20.41 –0.35 ... 87.88 60.68 Hologic HOLX ... 36 68.98 –0.86 ... 43.45 27.75 HomeBancorp HBCP 3.1 6 32.57 +0.57 .25 32.51 4.76 HomeStreet HMST 6.5 47 6.17 –0.79 .10 30.79 18.02 HomeTrustBcshs HTBI 2.0 7 20.45 –0.51 .10 2.29 0.80 hom*ologyMed FIXX ... dd 1.10 –0.01 ... 3.75 1.06 Honest HNST ... dd 1.15 –0.04 ... 220.96 173.83 Honeywell HON 2.4 23 183.56 –1.10 1.08 22.27 13.39 HookerFurnishings HOFT 4.8 dd 18.28 –0.65 .22 14.12 7.42 HopeBancorp HOPE 6.3 6 8.95 +0.13 .14 20.11 7.69 HorizonBancorp HBNC 6.3 5 10.08 –0.22 .16 10.84 10.10 HorizonSpaceI HSPO ... 67 10.56 –0.02 ... 13.45 10.14 HorizonTechFin HRZN10.8 21 12.20 +0.13 .11 19.42 14.51 HostHotels HST 4.5 15 15.85 –0.30 .18 3.10 0.19 HubCyberSecurity HUBC ... ... .44 +0.20 ... 104.67 67.90 HubGroup HUBG ... 9 77.42 –1.13 ... 11.70 10.01 HudsonAcqnI HUDA ... cc 10.64 –0.01 ... 1.35 0.10 HudsonAcqnIRt HUDAR ... ... .24 ... ... 38.00 17.88 HudsonGlobal HSON ... 29 18.28 –0.92 ... 2.08 0.45 HuizeHolding HUIZ ... 13 1.11 +0.01 ... 5.60 1.96 Humacyte HUMA ... dd 2.58 –0.31 ... 209.21 159.83 JBHunt JBHT .9 23 191.41 +4.78 .42 15.74 9.13 HuntingtonBcshs HBAN 6.2 6 9.95 –0.17 .155 30.41 20.40 Hurco HURC 3.1 41 20.96 –0.55 .16 107.44 66.51 HuronConsulting HURN ... 28 103.49 +0.71 ... 4.55 0.78 Hut8Mining HUT ... dd 1.72 –0.32 ... 3.25 0.67 Hydrofarm HYFM ... dd 1.10 +0.03 ... 3.28 0.68 Hyperfine HYPR ... dd 1.77 –0.16 ... 7.50 5.07 Hywin HYW ... 11 7.19 +0.06 ... 2.35 0.45 HyzonMotors HYZN ... dd 1.21 +0.02 ... I 69.85 41.52 IAC IAC ... 17 46.80 –2.21 ... 31.40 11.45 IBEX IBEX ... 14 16.03 +0.20 ... 136.82 94.53 ICF Intl ICFI .4 39 132.00 +6.51 .14 212.43 107.06 ICU Medical ICUI ... dd 108.00 –8.24 ... 30.25 13.29 IDEAYA Bio IDYA ... dd 24.99 –1.68 ... 564.74 320.81 IdexxLab IDXX ... 45 426.18 –19.80 ... 76.80 27.68 IES Holdings IESC ... 17 63.02 –8.30 ... 28.20 4.35 IGM Biosci IGMS ... dd 4.41 –1.57 ... 7.67 1.16 I-Mab IMAB ... ... 1.34 –0.12 ... 3.95 0.90 IN8bio INAB ... dd .93 –0.02 ... 3.52 1.15 IO Biotech IOBT ... dd 1.15 –0.17 ... 141.85 79.88 IPG Photonics IPGP ... 43 92.26 –3.97 ... 30.84 18.59 i3Verticals IIIV ... dd 19.65 –0.26 ... 12.15 9.95 IXAcqnA IXAQ ... 23 10.93 +0.01 ... 55.10 17.46 IcahnEnterprises IEP 22.2 dd 18.00 –0.82 1.00 39.73 21.26 Ichor ICHR ... 38 29.33 –0.84 ... 5.69 1.36 iClickInteract ICLK ... dd 1.93 –0.03 ... 268.07 172.04 Icon ICLR ... 40 247.24 +7.46 ... 16.45 2.28 Icosavax ICVX ... dd 6.47 –1.08 ... 9.21 2.21 iHeartMedia IHRT ... dd 2.63 –0.01 ... 7.64 1.94 IkenaOncology IKNA ... dd 4.21 +0.21 ... 248.87 127.37 Illumina ILMN ... dd 129.11 –10.91 ... 9.25 4.93 Immersion IMMR 1.8 5 6.67 –0.18 .03 14.29 3.70 Immuneering IMRX ... dd 6.00 –1.26 ... 10.84 1.11 Immunic IMUX ... dd 1.21 –0.35 ... 7.10 1.21 ImmunityBio IBRX ... dd 1.31 –0.11 ... 69.06 44.72 Immunocore IMCR ... dd 50.19 +2.91 ... 20.69 3.61 Immunogen IMGN ... dd 14.43 –0.94 ... 5.90 1.23 ImmunoPrecise IPA ... dd 1.28 –0.32 ... 44.19 8.57 Immunovant IMVT ... dd 37.41 +1.18 ... 3.90 1.50 Immutep IMMP ... dd 1.84 ... ... 4.95 0.28 ImpelPharm IMPL ... dd .40 –0.01 ... 144.90 48.86 Impinj PI ... dd 52.69 –1.82 ... 83.84 52.59 InariMedical NARI ... dd 55.22 –11.58 ... 4.75 1.00 Incannex IXHL ... dd 1.00 –0.09 ... 10.71 9.96 InceptionGrowth IGTA ... 77 10.64 ... ... 0.24 0.07 InceptionGrowthRt IGTAR ... ... .19 –0.05 ... 86.29 55.65 Incyte INCY ... 35 57.61 +0.28 ... 91.65 43.28 IndependentBank INDB 4.7 8 47.28 –0.92 .55 24.97 14.90 IndepBankMI IBCP 5.2 6 17.68 –0.38 .23 69.35 28.81 IndependentBank IBTX 4.0 18 37.79 –0.81 .38 26.50 16.35 Indivior INDV ... dd 19.40 –1.59 ... 5.43 1.65 IndlLogistics ILPT 1.6 dd 2.51 –0.09 .01 7.80 3.42 Infinera INFN ... dd 3.43 –0.35 ... 7.25 1.57 InflaRx IFRX ... dd 2.34 –0.27 ... 10.23 10.07 InflectionPtIIA IPXX ... ... 10.22 ... ... 5.87 4.15 InfoSvcs III 4.3 13 4.21 –0.26.045 102.99 73.38 InglesMarkets IMKTA .9 6 77.05 –0.75 .165 34.72 15.01 Inhibrx INBX ... dd 17.70 –0.91 ... 48.25 20.63 InMode INMD ... 10 20.75 –7.96 ... 3.97 1.90 InnatePharma IPHA ... dd 2.32 –0.08 ... 15.36 2.80 Innodata INOD ... dd 6.84 –1.68 ... 116.00 89.20 Innospec IOSP 1.4 20 98.74 –2.41 .69 8.15 4.59 InnovAge INNV ... dd 5.84 +0.28 ... 11.78 10.16 InnovativeIntlA IOAC ... dd 11.34 –0.03 ... 9.60 6.11 InnovSolSuprt ISSC ... 25 7.33 –0.30 ... 13.90 10.64 Innoviva INVA ... 6 13.31 –0.04 ... 26.11 4.41 Inogen INGN ... dd 4.61 –0.18 ... 2.61 0.35 InovioPharm INO ... dd .51 +0.14 ... 7.33 0.99 InozymePharma INZY ... dd 3.40 –0.47 ... 2.36 0.38 Inseego INSG ... dd .40 –0.02 ... 10.77 9.88 InsightAcqnA INAQ ... 33 10.50 –0.06 ... 162.05 84.88 InsightEnt NSIT ... 20 147.50 +3.57 ... 27.59 16.04 Insmed INSM ... dd 24.76 +0.32 ... 2.38 0.34 Inspirato ISPO ... dd .35 –0.08 ... 335.91 125.82 Insulet PODD ... cc 132.38 –13.13 ... 50.46 19.01 Intapp INTA ... dd 34.34 –1.76 ... 60.69 37.23 IntegraLifeSci IART ... 24 38.27 +0.06 ... 11.59 9.93 IntegralAcqn1 INTE ... dd 10.72 ... ... 20.88 6.63 IntegralAd IAS ... 80 11.67 –0.54 ... 40.07 24.73 Intel INTC 1.4 dd 35.97 –0.22 .125 57.78 28.29 IntelliaTherap NTLA ... dd 29.83 –0.21 ... 3.00 1.85 Intellicheck IDN ... dd 1.96 –0.23 ... 4.63 1.37 Inter INTR ... cc 4.33 +0.45 ... 161.17 73.46 InterParfums IPAR 2.0 27 122.51 –10.17 .625 95.59 68.03 InteractiveBrkrs IBKR .5 17 85.09 –4.58 .10 8.50 1.06 InteractStrength TRNR ... dd 1.10 –0.05 ... 21.86 8.82 InterceptPharm ICPT ... 3 18.20 –0.40 ... 5.56 1.30 Intercure INCR ... 10 1.31 –0.23 ... 98.69 43.92 InterDigital IDCC 2.0 13 80.10 –0.50 .40 12.29 6.51 Interface TILE .4 cc 9.27 –0.17 .01 53.71 39.10 IntlBcshs IBOC 3.0 7 42.34 –1.25 .63 7.54 3.07 Intevac IVAC ... dd 3.43 +0.15 ... 67.05 42.01 Intra-Cellular ITCI ... dd 53.66 +2.69 ... 558.64 352.63 Intuit INTU .7 63 533.05 –0.25 .90 136.00 3.46 IntuitiveMachinesA LUNR ... 4 3.67 –0.26 ... 358.07 182.56 IntuitiveSurgical ISRG ... 69 273.15 –22.53 ... 6.89 2.22 Inventiva IVA ... dd 4.00 –0.25 ... 22.48 9.27 Investar ISTR 3.7 4 10.85 –0.40 .10 4.50 3.18 InvestcpCredit ICMB13.0 16 3.70 –0.30 .03 11.39 10.12 InvestcorpEur I A IVCB ... dd 10.90 +0.02 ... 11.31 10.11 InvestcorpIndiaA IVCA ... 32 10.86 ... ... 167.84 125.80 InvestorsTitle ITIC 1.3 11 144.40 –1.11 .46 4.09 0.98 Invivyd IVVD ... dd 1.65 ... ... 48.05 32.69 IonisPharm IONS ... dd 47.98 +1.59 ... 10.14 3.56 IovanceBiotherap IOVA ... dd 3.63 –0.41 ... 7.99 1.65 iQIYI IQ ... 37 4.80 +0.05 ... 140.23 79.36 iRhythmTechs IRTC ... dd 83.50 –0.37 ... 3.20 1.31 Iridex IRIX ... dd 3.00 –0.05 ... 68.34 41.33 IridiumComm IRDM 1.2 dd 42.48 –1.81 .13 8.06 1.02 IrisEnergy IREN ... ... 3.04 –0.42 ... 56.74 31.37 iRobot IRBT ... dd 38.27 +1.15 ... 12.66 8.07 IronwoodPharm IRWD ... dd 9.35 –0.27 ... 11.51 10.13 IsraelAcqns ISRL ... 84 10.59 +0.03 ... 23.00 8.20 iTeosTherap ITOS ... dd 9.04 –1.16 ... 79.99 39.38 Itron ITRI ... 68 57.54 –1.25 ... 31.01 20.35 IturanLocation ITRN 2.1 13 27.91 –1.35 .15 J 24.61 13.67 JakksPacific JAKK ... 2 16.89 –0.88 ... 177.71 133.27 J&JSnackFoods JJSF 1.9 45 152.70 –3.62 .735 67.10 26.36 JD.com JD 2.2 14 27.05 –2.56 .62 6.11 0.55 Joann JOAN ... dd .72 +0.05 ... 42.25 21.38 Joyy YY 4.2 13 40.56 +0.36 .20 202.66 139.28 JackHenry JKHY 1.4 29 145.43 –3.54 .52 99.56 62.72 JackintheBox JACK 2.8 9 63.79 –2.79 .44 0.56 ... JaguarGlbGrwI Rt JGGCR ... ... .17 –0.03 ... 12.38 4.90 JaguarGlblGrowthI JGGCU ... ... 5.90 ... ... 11.68 3.97 JaguarGlbGrwI A JGGC ... 29 5.27 –0.42 ... 26.60 13.87 JamesRiver JRVR 1.4 16 14.37 –0.57 .05 24.99 15.43 JamfHolding JAMF ... dd 15.47 –2.30 ... 23.64 8.69 JanuxTherap JANX ... dd 8.74 –1.30 ... 160.96 120.64 JazzPharm JAZZ ... dd 129.12 +0.20 ... 17.50 2.33 Jet.AI JTAI ... 21 2.46 –0.01 ... 9.45 4.33 JetBlue JBLU ... 59 4.48 –0.22 ... 30.94 17.11 JFrog FROG ... dd 23.36 –1.48 ... 2.59 0.51 JianzhiEduc JZ ... ... .56 +0.03 ... 8.19 1.86 Jiayin JFIN 7.7 2 4.92 –0.13 .38 71.88 46.30 JohnsonOutdoors JOUT 2.5 12 52.17 –0.85 .33 K 520.19 261.90 KLA KLAC 1.1 20 486.81 +18.76 1.30 18.63 7.70 KLX Energy KLXE ... 3 10.73 +1.22 ... 12.10 4.73 KVH Inds KVHI ... 3 4.83 –0.15 ... 11.42 10.10 KairousAcqn KACL ... cc 11.27 +0.02 ... 0.55 0.02 KairousAcqnRt KACLR ... ... .13 +0.01 ... 97.58 56.79 KaiserAlum KALU 4.6 cc 67.08 –0.25 .77 2.27 1.53 Kaltura KLTR ... dd 1.57 –0.26 ... 11.45 4.12 KalVistaPharm KALV ... dd 9.08 –0.38 ... 5.85 3.72 Kamada KMDA ... 62 4.76 –0.50 ... 4.27 2.22 KandiTech KNDI ... dd 3.61 +0.04 ... 26.26 9.74 Kanzhun BZ ... cc 15.65 –0.44 ... 26.69 12.50 KaratPkg KRT 1.8 14 21.83 –0.52 .40 245.00 158.38 KarunaTherap KRTX ... dd 171.01 –3.12 ... 5.97 1.11 KaryopharmTherap KPTI ... dd 1.19 –0.10 ... 33.75 9.13 Katapult KPLT ... dd 11.30 –0.50 ... 11.32 6.58 KearnyFinancial KRNY 6.6 11 6.65 –0.32 .11 10.35 10.14 KeenVisionAcqn KVAC ... ... 10.22 –0.13 ... 19.43 14.41 KellyServices A KELYA 1.6 cc 18.35 –0.32 .075 18.95 14.86 KellyServices B KELYB 1.6 cc 18.90 +0.55 .075 7.88 4.66 KY FirstFedBncp KFFB 8.0 44 5.02 +0.30 .10 59.96 27.61 KerosTherap KROS ... dd 28.11 –2.86 ... 39.73 27.66 KeurigDrPepper KDP 3.1 25 28.11 –1.96 .215 19.04 14.56 KewauneeSci KEQU ... 13 18.19 –0.05 ... 7.53 4.03 KeyTronic KTCC ... 9 4.24 +0.11 ... 8.50 0.86 KezarLifeSci KZR ... dd .96 ... ... 66.74 49.35 Kforce KFRC 2.4 18 59.07 –0.22 .36 31.43 17.80 KimballElec KE ... 12 25.95 –1.74 ... 10.13 2.16 KingsoftCloud KC ... dd 4.77 –0.08 ... 20.65 10.29 KiniksaPharm KNSA ... 5 16.31 –0.15 ... 10.56 1.18 KinnateBio KNTE ... dd 1.38 –0.04 ... 4.87 1.58 Kirkland's KIRK ... dd 1.65 ... ... 3.65 0.36 Knightscope KSCP ... dd .87 +0.07 ... 9.80 1.53 KodiakSciences KOD ... dd 1.71 –0.02 ... 31.94 14.72 KornitDigital KRNT ... dd 15.12 –2.89 ... 42.80 30.68 KraftHeinz KHC 5.1 12 31.43 –0.60 .40 17.73 8.90 KratosDefense KTOS ... dd 16.95 +1.82 ... 16.22 10.21 KrispyKreme DNUT 1.2 dd 11.70 –0.65 .035 3.07 0.99 KronosBio KRON ... dd .99 –0.25 ... 132.68 65.83 KrystalBiotech KRYS ... dd 113.78 –1.28 ... 60.20 37.38 Kulicke&Soffa KLIC 1.7 27 45.20 –2.11 .19 17.27 7.93 KuraOncology KURA ... dd 8.44 –0.81 ... 110.00 37.97 KuraSushiUSA KRUS ... cc 61.39 –7.96 ... 39.85 12.06 KymeraTherap KYMR ... dd 12.61 –2.27 ... L 11.66 9.41 LamfGlbI A LGVC ... cc 10.69 ... ... 7.38 1.34 LavaTherap LVTX ... dd 1.39 –0.01 ... 141.91 74.61 LGI Homes LGIH ... 11 93.60 –2.26 ... 10.94 10.08 LIVCapAcqnII A LIVB ... cc 10.87 +0.01 ... 59.38 48.01 LKQ LKQ 2.2 13 50.03 +0.50 .275 271.56 179.00 LPL Financial LPLA .5 16 227.86 –11.91 .30 16.97 6.55 LSI Inds LYTS 1.2 18 16.18 ... .05 13.41 9.61 LakeShoreBancorp LSBK 7.3 11 9.89 +0.05 .18 20.02 11.75 LakelandBcp LBAI 4.9 7 11.75 –0.64 .145 83.57 43.05 LakelandFin LKFN 3.8 13 48.69 +1.35 .46 16.07 10.60 LakelandInds LAKE .8 21 14.70 –0.59 .03 11.76 10.05 LakeshoreAcqnII LBBB ... 62 10.88 +0.01 ... 0.35 0.12 LakeshoreII Rt LBBBR ... ... .16 –0.05 ... 726.53 312.71 LamResearch LRCX 1.2 19 645.12 +17.012.00 111.49 77.21 LamarAdv LAMR 6.1 20 81.35 +2.50 1.25 220.65 158.88 LancasterColony LANC 1.9 44 177.01 +5.16 .85 25.90 17.61 LandmarkBncp LARK 4.6 9 18.21 +0.19 .21 208.62 142.51 LandstarSystem LSTR .8 19 175.06 –0.27 .33 100.85 47.46 Lantheus LNTH ... cc 67.47 –3.36 ... 10.80 2.63 LanzaTechGlobal LNZA ... dd 4.27 +0.46 ... 7.06 2.58 Largo LGO ... dd 2.85 +0.06 ... 6.85 2.58 LarimarTherap LRMR ... dd 2.93 –0.54 ... 4.79 2.12 Latham SWIM ... dd 2.33 –0.06 ... 98.30 45.29 LatticeSemi LSCC ... 51 75.08 –3.98 ... 14.81 9.24 LaureateEduc LAUR .0 24 14.18 +0.08 .68 15.82 4.72 Lavoro LVRO ... dd 6.64 +0.31 ... 7.35 4.52 LeadRealEstate LRE ... 19 5.40 –0.62 ... 23.51 10.09 LeeEnterprises LEE ... dd 10.61 +0.10 ... 25.30 16.13 LegacyHousing LEGH ... 7 18.78 –0.03 ... 15.68 6.89 LegalZoom LZ ... dd 9.88 –0.75 ... 77.32 38.88 LegendBiotech LEGN ... ... 66.50 –0.77 ... 68.67 41.78 LeMaitreVascular LMAT 1.2 41 46.77 –10.95 .14 47.82 11.74 LendingTree TREE ... dd 11.88 –1.75 ... 19.18 9.11 LeonardoDRS DRS ... 8 18.89 +2.03 ... 4.89 3.20 LesakaTech LSAK ... dd 4.50 +0.22 ... 17.13 4.78 Leslie's LESL ... 14 5.11 –0.30 ... 3.79 0.96 LexiconPharm LXRX ... dd 1.19 +0.11 ... 3.86 1.26 LexinFintech LX 5.1 2 1.99 –0.14 .116 47.33 12.52 LiAuto LI ... cc 34.30 –0.71 ... 2.90 1.07 LianBio LIAN ... dd 1.41 –0.09 ... 97.05 68.15 LibertyBroadbandA LBRDA ... 17 92.66 +3.14 ... 96.88 68.67 LibertyBroadbandC LBRDK ... 17 92.68 +2.93 ... 22.09 15.78 LibertyGlobal A LBTYA ... dd 16.34 +0.33 ... 22.20 16.24 LibertyGlobal B LBTYB ... dd 16.37 +0.13 ... 22.78 16.75 LibertyGlobal C LBTYK ... dd 17.71 +0.33 ... 10.01 6.75 LibertyLatAmA LILA ... 8 7.44 –0.28 ... 9.98 6.78 LibertyLatAmC LILAK ... 8 7.43 –0.26 ... 69.48 55.08 LibertyFormOne A FWONA ... 34 59.72 –2.81 ... 37.00 30.50 LibertyLiveA LLYVA ... ... 31.45 –0.29 ... 78.58 60.95 LibertyFormOne C FWONK ... 39 66.94 –2.14 ... 39.00 29.63 LibertyLiveC LLYVK ... ... 32.00 ... ... 26.95 22.01 LibertySirius A LSXMA ... 14 26.11 +1.11 ... 26.86 22.19 LibertySirius B LSXMB ... 14 25.99 +1.25 ... 26.85 22.24 LibertySirius C LSXMK ... 14 26.12 +1.05 ... 11.06 10.03 LibertyRscsA LIBY ... cc 10.90 ... ... 48.82 17.19 LibertyTripAdvB LTRPB ... dd 23.63 –3.85 ... 1.68 0.42 LibertyTripAdvA LTRPA ... dd .45 –0.01 ... 11.46 1.52 LifecoreBiomed LFCR ... dd 7.11 +0.05 ... 7.40 1.14 LifeMD LFMD ... dd 6.70 +0.20 ... 9.59 4.22 LifeStanceHealth LFST ... dd 6.16 –0.46 ... 10.25 4.31 LifetimeBrands LCUT 3.5 dd 4.90 –0.19.0425 12.96 5.22 LifewayFoods LWAY ... 29 10.90 –0.93 ... 85.70 54.42 LigandPharm LGND ... 38 54.99 –3.16 ... 79.07 45.84 Light&Wonder LNW ... cc 76.25 +5.30 ... 1.98 0.37 Lilium LILM ... ... .65 –0.04 ... 17.90 11.00 Limoneira LMNR 2.1 29 14.57 –0.22 .075 9.25 4.59 LincolnEduc LINC ... 9 8.35 –0.34 ... 210.86 122.16 LincolnElectric LECO 1.4 22 183.31 –1.03 .64 20.83 11.97 LiquiditySvcs LQDT ... 28 19.93 +0.36 ... 309.94 193.42 Littelfuse LFUS 1.1 18 231.79 –6.04 .65 59.86 40.26 LivaNova LIVN ... dd 47.94 –5.72 ... 18.17 2.77 LivePerson LPSN ... dd 2.79 –0.52 ... 3.65 1.70 LiveVox LVOX ... dd 3.62 +0.01 ... 4.02 0.20 LixiangEduc LXEH ... dd .32 +0.08 ... 25.00 17.61 LoganRidgeFin LRFC 4.2 dd 20.72 +0.02 .26 73.70 43.05 LogitechIntl LOGI 1.7 35 71.06 –0.181.1805 10.29 2.70 LongboardPharm LBPH ... dd 5.03 –0.27 ... 4.39 1.85 LoopIndustries LOOP ... dd 3.44 –0.03 ... 16.60 1.63 Lottery.com LTRY ... dd 2.91 –0.10 ... 30.94 16.75 Lovesac LOVE ... 12 16.76 –0.61 ... 2.36 1.10 LucidDiag LUCD ... dd 1.22 –0.05 ... 17.81 4.87 Lucid LCID ... dd 5.16 +0.03 ... 6.80 1.90 Lulu'sFashion LVLU ... dd 2.18 –0.12 ... 406.94 286.28 lululemon LULU ... 48 377.69 +10.47 ... 75.56 40.27 Lumentum LITE ... dd 41.42 +0.20 ... 10.55 3.91 LuminarTech LAZR ... dd 4.12 –0.18 ... 1.61 0.11 LumiraDx LMDX ... dd .12 –0.04 ... 9.21 2.63 LumosPharma LUMO ... dd 4.16 +0.18 ... 13.05 7.82 LutherBurbank LBC .0 8 8.30 –0.35 .12 7.08 1.32 LyellImmuno LYEL ... dd 1.64 +0.21 ... 18.36 7.85 Lyft LYFT ... dd 10.07 –1.02 ... 5.25 1.86 LyraTherap LYRA ... dd 3.58 –0.06 ... M 85.42 48.53 Macom Tech MTSI ... 19 79.68 –2.02 ... 83.27 63.35 MGE Energy MGEE 2.4 23 71.49 –0.14.4275 125.74 90.69 MGP Ingredients MGPI .5 20 98.42 –3.22 .12 114.15 64.77 MKS Instrum MKSI 1.1 dd 79.40 –3.95 .22 43.50 1.08 MSP Recovery LIFW ... dd 2.17 –2.41 ... 156.63 76.97 MYR Group MYRG ... 25 129.98 –0.99 ... 11.84 6.96 Macatawa MCBC 3.6 7 8.86 –0.18 .08 7.90 3.39 Macrogenics MGNX ... 45 5.07 +0.29 ... 322.67 57.21 MadrigalPharm MDGL ... dd 140.37 –0.51 ... 17.67 10.20 MagicSoftware MGIC 5.9 13 11.00 +0.15 .327 15.73 5.59 Magnite MGNI ... dd 7.00 –0.47 ... 13.45 9.36 MagyarBancorp MGYR 1.3 8 9.39 –0.19 .03 42.97 22.50 MakeMyTrip MMYT ... cc 40.22 ... ... 65.45 46.57 MalibuBoats MBUU ... 10 48.91 +0.26 ... 8.79 3.41 MammothEnergy TUSK ... 13 4.38 –0.13 ... 211.81 107.18 ManhattanAssoc MANH ... 86 200.49 –6.36 ... 24.59 9.75 Mannatech MTEX .0 dd 9.75 –0.35 .20 5.75 3.03 MannKind MNKD ... dd 3.99 –0.02 ... 42.95 23.36 Maplebear CART ... ... 25.57 +0.10 ... 20.63 7.75 MaravaiLifeSci MRVI ... 14 7.77 –1.33 ... 2.21 1.22 Marchex MCHX ... dd 1.27 –0.04 ... 1.84 0.41 MarinSoftware MRIN ... dd .43 +0.01 ... 11.15 3.47 MarinusPharm MRNS ... dd 6.88 –1.04 ... 399.78 200.01 MarketAxess MKTX 1.2 36 238.78 +0.05 .72 2.85 1.24 MarketWise MKTW 2.8 54 1.45 –0.06 .01 8.23 3.46 Marqeta MQ ... dd 5.63 –0.12 ... 210.98 142.52 Marriott MAR 1.1 22 192.93 –3.05 .52 11.00 10.15 MarsAcqn MARX ... ... 10.58 +0.06 ... 0.34 0.14 MarsAcqnRt MARXR ... ... .28 +0.01 ... 23.38 17.64 MartenTransport MRTN 1.2 16 19.32 –0.19 .06 3.63 1.95 MartinMidstream MMLP .8 dd 2.40 –0.01.005 67.99 33.75 MarvellTech MRVL .5 dd 52.62 –1.91 .06 198.00 76.90 Masimo MASI ... 36 77.35 –6.70 ... 35.29 19.25 MasterCraftBoat MCFT ... 6 22.31 +0.56 ... 54.60 30.73 MatchGroup MTCH ... 22 35.54 –1.76 ... 11.48 4.96 Materialise MTLS ... cc 5.03 –0.44 ... 12.37 3.95 MatrixService MTRX ... dd 12.07 +0.16 ... 22.64 15.36 Mattel MAT ... 32 20.22 –0.43 ... 4.07 2.06 Matterport MTTR ... dd 2.09 –0.13 ... 48.86 23.44 MatthewsIntl MATW 2.4 dd 38.89 –0.32 .23 7.41 2.45 MaxCyte MXCT ... dd 2.91 +0.05 ... 38.91 7.28 MaxeonSolar MAXN ... dd 9.07 –0.92 ... 43.66 21.06 MaxLinear MXL ... 27 21.08 –0.73 ... 111.70 83.16 McGrathRent MGRC 1.8 23 102.84 +2.85 .465 10.49 5.64 MedallionFinl MFIN 5.0 3 6.39 –0.52 .08 2.73 1.89 MediciNova MNOV ... dd 2.00 +0.02 ... 14.58 7.10 MediWound MDWD ... dd 8.90 –0.85 ... 282.73 152.22 Medpace MEDP ... 29 239.10 –6.98 ... 45.49 1.46 MeihuaIntlMed MHUA ... 7 1.88 +0.23 ... 8.94 4.17 MeiraGTx MGTX ... dd 4.32 –0.23 ... 14.46 4.72 MelcoResorts MLCO ... dd 8.79 –0.36 ... 1451.56 754.76 MercadoLibre MELI ... 83 1223.50 –14.03 ... 37.00 23.89 MercantileBank MBWM 4.5 6 30.56 –0.34 .34 14.97 7.37 MercerIntl MERC 3.4 dd 8.83 +0.78 .075 59.13 28.90 MercurySystems MRCY ... dd 38.63 +2.32 ... 17.38 7.80 Meridian MRBK 5.1 6 9.83 +0.07 .125 85.62 54.66 MeritMedical MMSI ... 42 64.63 –3.12 ... 13.66 3.30 MerrimackPharm MACK ... dd 12.27 –0.07 ... 9.62 0.80 MersanaTherap MRSN ... dd 1.55 +0.28 ... 27.70 12.03 Merus MRUS ... dd 21.10 –0.75 ... 3.82 0.81 MesaAir MESA ... dd .81 –0.03 ... 206.36 94.73 MesaLabs MLAB .6 cc 101.45 +1.42 .16 5.12 1.16 Mesoblast MESO ... dd 1.23 +0.05 ... 330.54 88.09 MetaPlatforms META ... 37 314.69 –0.74 ... 11.19 9.97 MetalSkyStar MSSA ... 52 10.87 –0.03 ... 0.22 0.08 MetalSkyStarRt MSSAR ... ... .14 ... ... 54.83 33.03 Methanex MEOH 1.8 13 42.14 –0.03 .185 24.34 13.10 MetroCityBkshs MCBS 3.6 9 19.98 –0.18 .18 94.30 57.20 MicrochipTech MCHP 2.1 18 77.46 –2.08 .41 74.77 48.43 MicronTech MU .7 dd 69.21 –0.75 .115 366.78 213.43 Microsoft MSFT .9 34 327.73 +0.47 .75 475.09 132.56 MicroStrategy MSTR ... 35 318.22 –22.41 ... 2.91 0.88 Microvast MVST ... dd 1.63 –0.08 ... 8.20 1.82 MicroVision MVIS ... dd 2.07 –0.14 ... 34.99 18.25 MidPennBancorp MPB 4.0 7 19.89 –0.86 .20 14.03 10.39 MidCapFin MFIC11.6 12 13.11 –0.17 .38 162.02 119.35 Middleby MIDD ... 14 119.77 –4.70 ... 95.82 62.54 MiddlesexWater MSEX 1.9 31 65.12 –1.56.3125 28.59 17.98 MidlandStBncp MSBI 5.9 5 20.48 –0.30 .30 35.58 17.80 MidWestOneFin MOFG 4.8 7 20.08 –0.84.2425 9.50 2.68 MilestonePharm MIST ... dd 2.90 –0.10 ... 25.79 13.20 MillerKnoll MLKN 3.1 56 24.50 +0.59.1875 21.15 10.22 MillicomIntl TIGO ... cc 15.21 –0.32 ... 2.50 1.86 Mind CTI MNDO12.8 8 1.88 ... .24 5.01 2.12 MindMed MNMD ... dd 2.80 –0.29 ... 21.98 8.22 MineralysTherap MLYS ... dd 9.06 –0.70 ... 101.30 27.30 MiratiTherap MRTX ... dd 55.95 –4.25 ... 33.39 17.49 MirumPharm MIRM ... dd 28.12 –1.80 ... 16.96 8.55 MissionProduce AVO ... dd 9.03 –0.54 ... 48.11 24.85 Mobileye MBLY ... dd 34.56 –6.93 ... 11.75 9.00 MobivAcqn MOBV ... cc 9.51 –0.03 ... 217.25 95.02 Moderna MRNA ... 36 98.30 –5.58 ... 113.53 26.05 ModivCare MODV ... dd 35.90 +6.27 ... 7.36 3.70 MolecularPtrs MOLN ... dd 4.35 +0.25 ... 79.50 1.03 Momentus MNTS ... dd 3.11 +1.94 ... 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. For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

40 BARRON’S October 16, 2023 DATA NASDAQ ISSUES BARRONS.COM/DATA 85.67 59.25 MonarchCasino MCRI 2.0 13 61.42 –0.96 .30 189.15 73.58 monday.com MNDY ... dd 140.08 –18.54 ... 14.25 2.98 Mondee MOND ... dd 4.52 +0.21 ... 78.59 56.38 Mondelez MDLZ 2.8 20 61.53 –1.83 .425 10.43 3.02 MoneyHero MNY ... dd 3.35 –3.28 ... 439.00 135.15 MongoDB MDB ... dd 350.68 –2.94 ... 595.98 307.87 MonolithicPower MPWR .8 51 475.75 +2.07 1.00 55.70 25.43 Monro MNRO 4.4 24 25.71 –1.20 .28 60.47 42.81 MonsterBev MNST ... 35 47.72 –2.25 ... 10.96 4.16 MonteRosaTherap GLUE ... dd 4.83 –0.24 ... 10.74 9.89 MontereyCapA MCAC ... dd 10.72 +0.09 ... 0.30 0.02 MontereyCapRt MCACR ... ... .15 –0.02 ... 12.00 10.18 MontereyInnov MTRY ... dd 11.26 +0.10 ... 259.28 163.28 Morningstar MORN .7 cc 225.47 –7.65 .375 63.08 19.80 Morphic MORF ... dd 21.63 –1.39 ... 8.67 3.17 MorphoSys MOR ... 11 6.50 +0.35 ... 19.93 4.26 MotorcarParts MPAA ... dd 7.55 –0.22 ... 11.24 10.24 MountainI A MCAA ... 64 11.22 +0.03 ... 0.38 0.07 MountainCrestVRt MCAGR ... ... .17 –0.03 ... 11.40 9.69 MountainCrestV MCAG ... dd 10.65 –0.04 ... 10.76 0.44 Movella MVLA ... dd .53 +0.01 ... 17.75 0.85 MultiMetaVerse MMV ... dd 1.21 –0.17 ... 7.74 3.37 Mynaric MYNA ... dd 4.38 –0.10 ... 24.21 13.92 MyriadGenetics MYGN ... dd 14.54 –0.71 ... N 41.25 20.02 Napco Security NSSC 1.6 28 20.37 –1.55 .08 48.68 27.53 NBT Bancorp NBTB 3.9 10 32.55 –0.10 .32 12.49 1.00 NGM Biopharm NGM ... dd 1.14 –0.14 ... 231.54 158.29 NICE NICE ... 34 158.70 –11.21 ... 30.14 19.02 NMI Holdings NMIH ... 7 26.81 +0.07 ... 3.25 0.97 NN NNBR ... dd 1.75 +0.08 ... 1.54 0.22 NRX Pharm NRXP ... dd .28 ... ... 154.97 89.30 NV5Global NVEE ... 36 105.59 +1.77 ... 225.57 137.08 NXP Semicon NXPI 2.1 18 194.50 –4.521.014 11.00 10.12 NaborsEnerIIA NETD ... ... 10.22 +0.03 ... 2.97 0.92 NanoLabs NA ... ... 1.17 –0.05 ... 22.69 5.31 NanoXImaging NNOX ... dd 6.44 –0.96 ... 11.00 1.75 Nanobiotix NBTX ... dd 6.70 –0.02 ... 13.20 1.19 NanoStringTech NSTG ... dd 1.71 +0.37 ... 69.22 46.88 Nasdaq NDAQ 1.8 22 49.37 –0.24 .22 63.00 34.00 Natera NTRA ... dd 41.54 –2.01 ... 83.00 62.14 Nathan's NATH 3.0 14 66.42 –3.05 .50 55.12 40.11 NationalBeverage FIZZ ... 27 45.23 –1.08 ... 6.80 1.01 NatlCineMedia NCMI ... 1 3.85 –0.44 ... 47.60 34.69 NatlResearch NRC 1.1 36 42.11 –3.55 .12 43.82 13.71 NationalVision EYE ... 60 13.91 –1.27 ... 488.90 175.76 NatlWesternLife NWLI .1 22 480.34 +63.15 .36 10.12 5.06 NaturalAlt NAII ... 15 6.35 –0.05 ... 4.65 1.50 NautilusBiotech NAUT ... dd 2.86 –0.16 ... 19.69 14.21 Navient NAVI 3.7 6 17.30 –0.12 .16 11.17 3.11 NavitasSemi NVTS ... dd 5.89 –0.54 ... 29.14 16.38 Nayax NYAX ... dd 20.50 –1.64 ... 33.73 19.58 nCino NCNO ... dd 28.00 –2.22 ... 18.65 0.14 NearIntelligence NIR ... dd .19 +0.02 ... 4.37 0.49 NektarTherap NKTR ... dd .54 ... ... 27.77 10.85 NeoGames NGMS ... dd 25.84 –1.32 ... 24.10 10.49 Neogen NEOG ... dd 15.47 –1.66 ... 21.74 7.62 NerdWallet NRDS ... cc 8.25 –0.45 ... 80.53 58.08 NetApp NTAP 2.7 14 74.96 –0.51 .50 110.82 53.09 NetEase NTES 1.6 19 105.50 +4.56 .525 485.00 229.51 Netflix NFLX ... 38 355.68 –25.83 ... 21.83 10.85 Netgear NTGR ... dd 10.95 –0.86 ... 38.02 25.63 NetScout NTCT ... 31 26.67 +0.18 ... 17.74 9.35 NeumoraTherap NMRA ... ... 9.91 –2.23 ... 129.29 89.04 Neurocrine NBIX ... 65 112.84 –1.09 ... 6.95 1.10 Neuronetics STIM ... dd 1.12 –0.04 ... 9.73 1.22 NeuroPace NPCE ... dd 6.01 –2.34 ... 60.33 25.06 NewFortressEner NFE 1.2 18 33.73 +3.69 .10 13.20 11.27 NewMtnFin NMFC10.0 14 12.84 +0.10 .04 12.96 7.94 NY Mortgage NYMT14.2 dd 8.43 +0.11 .30 32.88 7.03 NewAmstPharma NAMS ... ... 7.25 –0.43 ... 11.25 10.15 NewcourtAcqnA NCAC ... cc 11.21 –0.04 ... 16.76 6.68 NewellBrands NWL 4.1 dd 6.79 –0.60 .07 9.50 5.07 Newmark NMRK 2.1 32 5.83 –0.06 .03 21.69 15.00 NewsCorp A NWSA 1.0 81 20.91 +0.75 .10 22.14 15.15 NewsCorp B NWS .9 85 21.73 +0.75 .10 20.83 10.75 NewtekOne NEWT 9.3 ... 13.31 –0.55 .18 217.76 132.30 NexstarMedia NXST 3.8 8 140.51 +4.49 1.35 2.87 1.16 NextCure NXTC ... dd 1.25 +0.02 ... 23.85 15.23 NextGenHlthcr NXGN ... cc 23.82 +0.07 ... 46.55 28.24 Nextracker NXT ... 18 35.11 +1.13 ... 8.57 4.37 NicholasFin NICK ... dd 4.69 –0.06 ... 3.97 0.52 Nikola NKLA ... dd 1.29 –0.11 ... 6.20 1.49 9F JFU ... dd 2.89 +0.09 ... 17.88 5.50 908Devices MASS ... dd 5.63 –0.34 ... 10.17 10.13 99Acqn NNAG ... ... 10.14 ... ... 0.25 0.22 99AcqnRt NNAGR ... ... .22 ... ... 6.19 2.27 NiuTech NIU ... dd 2.31 –0.27 ... 13.96 1.28 Nkarta NKTX ... dd 1.54 +0.19 ... 12.88 2.86 NKGenBiotech NKGN ... dd 3.00 –0.50 ... 15.91 8.22 nLIGHT LASR ... dd 9.27 –0.65 ... 11.42 0.67 noco-noco NCNC ... 11 .69 –0.26 ... 23.60 0.46 Nogin NOGN ... dd .47 –0.07 ... 6.55 2.17 Noodles NDLS ... dd 2.22 –0.09 ... 253.40 202.57 Nordson NDSN 1.2 26 222.60 –0.17 .68 49.18 33.15 NortheastBank NBN .1 7 43.24 –1.07 .01 14.35 10.10 NorthernTechsIntl NTIC 2.2 34 12.71 –0.08 .07 100.25 65.50 NorthernTrust NTRS 4.4 12 67.42 –0.04 .75 16.13 9.01 NorthfieldBanc NFBK 5.8 8 9.03 –0.56 .13 56.77 33.29 NorthrimBanCorp NRIM 5.7 8 40.25 +0.40 .60 10.85 9.93 NorthViewAcqn NVAC ... 43 10.82 ... ... 0.20 0.06 NorthViewRt NVACR ... ... .11 –0.01 ... 15.35 9.90 NorthwestBcshs NWBI 7.9 9 10.16 –0.24 .20 40.60 25.58 NorthwestPipe NWPX ... 11 29.20 –0.97 ... 61.24 45.97 NorthWesternEner NWE 5.3 16 48.41 –0.54 .64 34.75 23.00 NorwoodFin NWFL 4.7 7 24.88 –1.26 .29 131.51 68.47 Nova NVMI ... 25 106.06 –4.59 ... 187.61 113.97 Novanta NOVT ... 69 147.63 +3.58 ... 25.66 5.61 Novavax NVAX ... dd 7.05 –0.57 ... 120.03 13.46 Novocure NVCR ... dd 14.21 +0.21 ... 8.26 1.69 Novonix NVX ... dd 1.79 –0.11 ... 11.94 10.03 NubiaBrandA NUBI ... cc 10.85 +0.03 ... 1.75 0.55 NuCana NCNA ... dd .67 +0.08 ... 15.09 5.92 NurixTherap NRIX ... dd 6.37 –0.75 ... 39.63 23.35 Nutanix NTNX ... dd 38.70 +2.37 ... 65.50 18.19 Nuvalent NUVL ... dd 57.99 –6.53 ... 43.81 14.29 Nuvei NVEI 2.6 cc 15.12 –0.60.0743 502.66 112.04 NVIDIA NVDA .0 cc 454.61 –3.01 .04 10.34 4.36 Nyxoah NYXH ... dd 6.91 –0.19 ... O 56.00 25.05 OddityTech ODD ... ... 28.64 –1.00 ... 53.59 36.58 ODP ODP ... 10 43.45 –3.05 ... 111.35 57.62 ON Semi ON ... 20 89.14 –1.79 ... 12.00 7.50 OP Bancorp OPBK 5.4 5 8.84 –0.20 .12 2.24 1.00 OPKO Health OPK ... dd 1.35 –0.17 ... 11.02 9.80 OPYAcqnIA OHAA ... dd 10.50 +0.05 ... 975.72 727.43 OReillyAuto ORLY ... 26 926.46 +24.31 ... 139.90 70.46 OSI Systems OSIS ... 22 117.35 –0.69 ... 21.69 17.70 OaktreeSpec OCSL11.2 16 19.50 +0.40 .55 3.16 0.62 Oatly OTLY ... dd .64 –0.05 ... 24.93 12.81 OceanFirstFin OCFC 5.8 6 13.77 –0.41 .20 7.96 2.45 OcularTherapeutix OCUL ... dd 2.49 –0.48 ... 14.50 6.26 Oculis OCS ... ... 11.00 –0.41 ... 18.10 3.75 OfficePropIncm OPI 22.5 21 4.45 +0.55 .25 31.20 21.90 OhioValleyBanc OVBC 3.6 8 24.53 +0.51 .22 91.50 44.12 Okta OKTA ... dd 83.08 +2.66 ... 10.08 1.60 Olaplex OLPX ... 9 1.60 –0.26 ... 438.05 250.38 OldDomFreight ODFL .4 35 405.08 –8.34 .40 20.19 11.66 OldNatlBncp ONB 4.0 7 13.97 –0.49 .14 17.80 10.79 Old2ndBcp OSBC 1.5 7 13.37 –0.42 .05 13.68 2.19 OlemaPharm OLMA ... dd 12.63 –0.08 ... 26.47 14.10 OlinkHolding OLK ... dd 14.91 +0.31 ... 80.94 44.72 Ollie'sBargain OLLI ... 31 73.84 –0.76 ... 58.84 23.02 OlympicSteel ZEUS 1.0 14 49.68 –2.07 .125 128.51 76.38 OmegaFlex OFLX 1.7 34 76.50 –2.07 .33 11.98 1.67 OmegaTherap OMGA ... dd 1.75 –0.64 ... 7.80 1.74 Omeros OMER ... 4 2.27 –0.50 ... 10.50 1.91 OmniAb OABI ... dd 4.85 –0.21 ... 81.76 42.07 Omnicell OMCL ... dd 42.14 –1.10 ... 11.55 9.79 OmniLitAcqnA OLIT ... dd 10.65 ... ... 13.29 5.98 1-800-FLOWERS FLWS ... dd 6.90 +0.06 ... 5.88 3.98 180DegreeCap TURN ... dd 4.03 –0.14 ... 4.00 2.27 111 YI ... dd 2.55 +0.03 ... 7.47 3.45 1stdibs.com DIBS ... dd 3.59 –0.11 ... 39.15 22.82 OneWaterMarine ONEW ... 4 23.15 –0.41 ... 12.00 10.05 OnyxAcqnIA ONYX ... cc 10.85 ... ... 11.99 5.35 OpenLending LPRO ... 18 6.53 –0.53 ... 43.25 25.73 OpenText OTEX 2.9 62 34.48 –0.85 .25 5.41 0.92 OpendoorTech OPEN ... dd 2.41 –0.15 ... 28.58 3.92 Opera OPRA 3.6 17 10.88 –0.45 .80 8.06 2.19 OportunFin OPRT ... dd 6.83 +0.01 ... 6.09 1.66 Opthea OPT ... dd 1.82 +0.03 ... 4.85 2.26 OpticalCable OCC ... 4 2.49 –0.63 ... 3.63 0.90 Optinose OPTN ... dd 1.24 –0.01 ... 35.87 24.23 OptionCare OPCH ... 24 32.13 –0.40 ... 7.82 3.61 OraSureTechs OSUR ... 9 5.38 –0.32 ... 23.39 4.85 OrchestraBioMed OBIO ... dd 5.16 –1.93 ... 5.08 1.12 OrganiGram OGI ... dd 1.15 –0.06 ... 9.79 2.36 OricPharm ORIC ... dd 5.57 –0.89 ... 23.19 10.54 OrthofixMed OFIX ... dd 12.43 +0.86 ... 53.50 23.46 OrthoPediatrics KIDS ... cc 24.21 –5.08 ... 92.74 52.60 OtterTail OTTR 2.3 12 74.49 +0.19.4375 5.95 3.33 Outbrain OB ... dd 4.68 –0.32 ... 30.55 3.18 OutsetMedical OM ... dd 3.39 –6.62 ... 39.27 14.82 Overstock OSTK ... dd 15.02 –2.44 ... 4.14 1.41 OvidTherap OVID ... dd 3.67 –0.01 ... 6.27 4.76 OxfordLane OXLC19.0 dd 5.04 +0.06 .08 3.70 2.60 OxfordSquare OXSQ13.5 dd 3.10 +0.08 .035 P Q 33.13 20.32 PAM Transport PTSI ... 8 20.72 –0.48 ... 12.66 4.90 P&FIndustries PFIN 1.6 dd 12.65 +6.05 .05 20.24 12.86 PCB Bancorp PCB 4.7 7 15.26 +0.01 .18 56.68 37.76 PCConnection CNXN .6 19 53.68 –0.69 .08 5.15 3.78 PCTEL PCTI 4.7 14 4.66 –0.26 .055 111.68 38.80 PDD PDD ... 26 106.10 +0.46 ... 48.02 21.36 PDF Solutions PDFS ... cc 30.21 –2.29 ... 39.35 20.00 PENN Entmt PENN ... 5 20.11 –0.89 ... 4.43 0.59 PLBY Group PLBY ... dd .60 –0.05 ... 13.02 1.69 PMV Pharm PMVP ... dd 2.00 –4.60 ... 43.34 17.33 PRA Group PRAA ... dd 17.99 –0.74 ... 47.75 25.29 ProceptBio PRCT ... dd 26.94 –4.35 ... 152.09 105.39 PTC PTC ... 55 142.86 +2.52 ... 59.84 19.70 PTC Therap PTCT ... dd 20.39 –1.21 ... 90.05 58.21 Paccar PCAR 1.3 12 83.77 –3.71 .27 14.55 6.08 PacBiosciCA PACB ... dd 7.98 –0.15 ... 37.50 17.53 PacificPremBncp PPBI 6.3 8 21.06 –0.70 .33 55.39 28.31 PaciraBioSci PCRX ... dd 29.14 –0.66 ... 12.46 6.85 PactivEvergreen PTVE 5.1 dd 7.90 +0.10 .10 30.07 2.48 PacWestBancorp PACW .5 dd 7.58 –0.02 .01 265.90 132.22 PaloAltoNtwks PANW ... cc 259.40 +12.71 ... 94.99 43.64 Palomar PLMR ... 22 50.98 +1.03 ... 97.78 61.79 PapaJohn's PZZA 2.8 31 65.55 +1.31 .46 11.63 9.35 PapayaGrowthI A PPYA ... 31 10.69 ... ... 29.51 14.07 ParamountA PARAA 1.3 dd 14.91 +0.31 .05 25.93 11.39 ParamountB PARA 1.7 dd 11.90 +0.08 .05 23.66 10.30 Park-Ohio PKOH 2.2 dd 23.12 +2.93 .125 1.92 0.61 PassageBio PASG ... dd .66 +0.01 ... 60.49 36.04 PathwardFinl CASH .4 9 47.26 –0.66 .05 17.46 12.25 PatriaInvts PAX 7.0 22 13.70 –0.75 .251 11.97 10.16 PatriaLatAm PLAO ... 33 11.00 –0.02 ... 87.36 41.75 PatrickIndustries PATK 2.5 10 72.15 +0.56 .45 12.00 6.53 PatriotNatBncp PNBK ... 8 6.78 –0.18 ... 9.80 6.95 PatriotTransport PATI ... 11 7.93 +0.11 ... 34.53 25.15 Patterson PDCO 3.5 13 29.42 +0.04 .26 19.81 9.70 PattersonUTIEn PTEN 2.3 9 13.78 +1.46 .08 129.70 104.09 Paychex PAYX 3.0 27 117.98 +0.58 .89 31.54 20.50 PaycorHCM PYCR ... dd 24.40 +0.17 ... 238.54 160.00 Paylocity PCTY ... 78 194.97 –8.12 ... 8.04 4.02 Payoneer PAYO ... cc 5.67 –0.57 ... 92.62 55.53 PayPal PYPL ... 16 55.75 –2.02 ... 42.19 22.88 PeapackGladFin PGC .8 6 25.04 –0.83 .05 11.00 10.04 PearlHldgsAcqnA PRLH ... 42 10.72 –0.01 ... 59.23 30.04 Pegasystems PEGA .3 dd 40.56 –3.22 .03 17.83 4.31 Peloton PTON ... dd 4.85 –0.26 ... 16.39 8.92 Pennant PNTG ... 25 10.58 –0.77 ... 28.00 20.00 PennsWoodsBncp PWOD 6.2 8 20.76 –0.38 .32 31.42 23.05 PeoplesBncpOH PEBO 6.0 7 25.86 +0.16 .39 34.88 16.35 PeoplesBncpNC PEBK 3.5 7 21.47 –0.12 .19 58.50 30.60 PeoplesFinSvcs PFIS 4.1 8 40.46 +0.41 .41 20.00 4.26 PepGen PEPG ... dd 5.65 +0.69 ... 10.82 10.00 PepperLimeA PEPL ... cc 10.78 –0.04 ... 196.88 155.83 PepsiCo PEP 3.2 27 160.00 –0.291.265 11.18 9.69 PerceptionCapII PCCTU ... ... 10.51 –0.35 ... 15.40 9.24 PerceptionCapII PCCT ... dd 10.30 –0.83 ... 18.04 10.22 PerdoceoEduc PRDO 2.5 9 17.46 +0.09 .11 12.00 6.78 PerellaWeinberg PWP 2.9 dd 9.81 –0.03 .07 96.93 56.17 Perficient PRFT ... 20 57.17 –4.38 ... 3.97 1.76 PerformantFin PFMT ... dd 2.32 –0.29 ... 42.75 21.28 PerionNetwork PERI ... 12 25.97 –4.05 ... 11.49 6.41 Perma-PipeIntl PPIH ... 12 6.86 –0.03 ... 4.31 1.03 Personalis PSNL ... dd 1.06 –0.11 ... 12.58 3.15 PetcoHealth WOOF ... 23 3.16 –0.35 ... 22.98 6.69 PetIQ PETQ ... dd 20.52 –1.81 ... 22.64 9.30 PetMedExpress PETS12.4 dd 9.70 –0.10 .30 17.81 8.65 Pharming PHAR ... dd 12.00 –0.23 ... 26.86 1.77 Pharvaris PHVS ... dd 18.90 –1.17 ... 17.02 5.84 PhathomPharm PHAT ... dd 10.09 –0.38 ... 40.00 30.53 Phenixfin PFX ... 5 37.69 –0.56 ... 16.52 11.55 PhibroAnimal PAHC 4.1 15 11.77 –0.98 .12 36.46 27.30 PhillipsEdison PECO 3.3 72 34.06 +0.76.0975 11.83 10.12 PhoenixBiotech PBAX ... dd 10.90 +0.02 ... 26.98 13.86 Photronics PLAB ... 11 20.28 –0.40 ... 26.57 19.96 Pilgrim'sPride PPC ... 34 24.01 +0.82 ... 89.00 43.31 PinnacleFinPtrs PNFP 1.3 8 65.90 –0.87 .22 1.45 0.30 PintecTech PT ... dd 1.21 +0.02 ... 2.32 1.06 Pixelworks PXLW ... dd 1.28 +0.03 ... 16.05 11.07 PlainsAllAmPipe PAA 6.9 10 15.46 +1.02.2675 16.70 11.63 PlainsGP PAGP 6.7 15 15.96 +0.91.2675 9.77 5.59 PlayaHotels PLYA ... 23 6.97 –0.09 ... 5.01 2.84 Playstudios MYPS ... dd 2.86 –0.24 ... 12.90 7.81 Playtika PLTK ... 11 9.40 –0.05 ... 115.36 83.84 Plexus PLXS ... 18 93.74 +0.45 ... 36.64 14.47 PliantTherap PLRX ... dd 15.25 –2.36 ... 8.25 2.16 PolestarAuto PSNY ... dd 2.83 +0.17 ... 10.04 6.51 PonceFinl PDLB ... dd 7.64 –0.25 ... 11.93 10.16 PonoCapitalThree PTHR ... 69 10.57 +0.01 ... 11.56 9.99 PonoCapTwoA PTWO ... cc 10.66 –0.03 ... 423.97 278.10 Pool POOL 1.3 23 344.25 +8.13 1.10 77.45 49.34 Popular BPOP 3.5 5 62.75 –1.41 .55 25.88 13.89 Portillo's PTLO ... 63 14.20 –1.29 ... 23.72 18.00 PortmanRidge PTMN15.0 dd 18.38 –0.77 .69 8.82 1.54 PoseidaTherap PSTX ... dd 2.34 ... ... 11.14 4.57 Potbelly PBPB ... 17 7.35 –0.35 ... 54.44 41.94 PotlatchDelt PCH 4.0 38 44.87 –0.52 .45 91.29 20.88 PowellIndustries POWL 1.3 26 80.55 –3.11.2625 11.24 9.86 Pwr&Digital II A XPDB ... cc 10.63 +0.03 ... 99.60 59.16 PowerIntegrations POWI 1.0 48 75.52 –0.47 .19 3.49 1.81 PowerFleet PWFL ... dd 2.05 +0.07 ... 11.70 10.07 PowerUpAcqn PWUP ... 50 11.45 +0.84 ... 5.25 0.79 PraxisPrecision PRAX ... dd 1.36 –0.17 ... 2.29 0.81 Precigen PGEN ... dd 1.20 –0.16 ... 1.70 0.28 PrecisionBio DTIL ... dd .30 –0.02 ... 77.75 42.42 PreferredBankLA PFBC 3.5 6 62.40 –1.06 .55 184.82 71.08 PreformedLine PLPC .6 10 143.00 –19.36 .20 8.66 2.36 PreludeTherap PRLD ... dd 2.42 –0.27 ... 30.80 13.60 PremierFinl PFC 7.4 5 16.74 –0.04 .31 35.57 19.94 Premier PINC 4.2 14 19.98 –0.64 .21 3.85 0.42 Prenetics PRE ... dd .43 –0.04 ... 5.74 1.23 PrestoAutomation PRST ... 2 1.44 –0.35 ... 82.63 58.23 PriceSmart PSMT 1.3 19 72.71 –1.49 .46 21.73 6.11 PrimeMedicine PRME ... dd 7.11 –1.77 ... 13.05 7.01 PrimisFinl FRST 5.1 14 7.92 –0.01 .10 37.60 23.49 PrincetonBncp BPRN 4.1 7 29.60 +0.24 .30 96.17 65.17 PrincipalFinl PFG 3.7 11 69.76 –0.13 .65 35.09 20.64 PriviaHealth PRVA ... 79 21.47 –1.85 ... 7.75 2.69 Procaps PROC ... 4 2.82 –0.38 ... 27.00 8.82 ProFrac ACDC ... 7 9.56 +0.69 ... 62.34 45.80 ProgressSoftware PRGS 1.3 30 52.33 –0.20 .175 45.98 28.03 Progyny PGNY ... 67 33.11 –0.48 ... 10.90 9.79 ProjectEnReimag PEGR ... 48 10.48 ... ... 11.30 0.83 ProSomnus OSA ... dd .93 +0.05 ... 7.83 5.83 ProspectCapital PSEC12.2 dd 5.92 –0.01 .06 30.10 7.24 ProtagonistTherap PTGX ... dd 15.44 –0.80 ... 4.18 1.50 ProtaraTherap TARA ... dd 1.65 –0.10 ... 79.65 43.60 Prothena PRTA ... dd 44.08 –2.94 ... 14.98 11.61 ProvidentFin PROV 4.5 11 12.58 –0.22 .14 20.08 11.57 PubMatic PUBM ... cc 12.01 –0.02 ... 15.09 4.07 Pulmonx LUNG ... dd 7.99 –2.05 ... 5.16 2.08 PumaBiotech PBYI ... dd 2.36 –0.07 ... 38.90 20.10 PureTechHealth PRTC ... dd 22.05 –0.35 ... 6.76 1.28 PurpleInnovation PRPL ... dd 1.35 –0.05 ... 9.63 4.44 Puyi PUYI ... dd 5.22 –0.15 ... 6.92 1.10 PyxisOncology PYXS ... dd 2.00 –0.09 ... 57.18 35.14 QCR Holdings QCRH .5 7 48.51 –0.43 .06 25.49 9.47 QifuTechnology QFIN 4.8 5 16.42 +0.75 .50 2.14 0.70 QilianIntl QLI .0 18 .76 –0.01 .05 114.59 79.15 Qorvo QRVO ... dd 90.92 –3.91 ... 139.94 101.47 Qualcomm QCOM 2.9 14 108.66 –2.22 .80 165.03 101.10 Qualys QLYS ... 51 161.02 +0.05 ... 28.99 1.96 QuantaSing QSG ... dd 2.32 +0.19 ... 28.77 8.33 Quanterix QTRX ... dd 20.47 –6.38 ... 2.00 0.58 Quantum QMCO ... dd .60 –0.06 ... 3.90 1.33 Quantum-Si QSI ... dd 1.34 –0.20 ... 5.40 1.07 Quhuo QH ... 41 1.62 +0.31 ... 102.00 63.82 QuidelOrtho QDEL ... cc 68.02 –3.25 ... 1.93 0.54 QuinceTherap QNCX ... dd .99 –0.08 ... 18.18 6.79 QuinStreet QNST ... dd 9.35 +0.38 ... 13.56 3.69 QurateRetailB QRTEB ... dd 8.10 –0.19 ... 2.84 0.45 QurateRetailA QRTEA ... dd .49 +0.02 ... R 31.45 11.95 RaptTherap RAPT ... dd 12.24 –2.98 ... 23.30 8.62 RBB Bancorp RBB 5.1 4 12.53 –0.15 .16 97.45 51.90 RCI Hospitality RICK .5 13 52.17 –5.36 .06 21.55 10.11 RCM Tech RCMT ... 11 19.22 –0.43 ... 25.54 14.90 REGENXBIO RGNX ... dd 16.09 +0.20 ... 11.70 9.91 RF Acqn A RFAC ... cc 10.66 +0.01 ... 5.93 2.53 RF Industries RFIL ... dd 2.85 –0.01 ... 24.55 16.13 RGC Resources RGCO 4.8 dd 16.61 –0.30.1975 18.95 6.71 R1 RCM RCM ... dd 13.20 –1.18 ... 2.21 0.05 RVL Pharm RVLP ... dd .07 –0.05 ... 6.07 1.05 RackspaceTech RXT ... dd 1.35 –0.27 ... 35.18 12.03 RadNet RDNT ... dd 29.33 –0.35 ... 23.46 14.96 Radware RDWR ... dd 16.26 –0.59 ... 14.48 0.82 RainOncology RAIN ... dd .99 +0.12 ... 10.07 3.03 Rallybio RLYB ... dd 3.68 +0.08 ... 11.19 5.94 RamacoRscsA METC 5.0 6 9.92 ... .125 19.80 8.50 RamacoRscsB METCB 5.5 ... 11.99 +0.61.1654 68.54 25.72 Rambus RMBS ... 34 57.23 –2.13 ... 8.99 1.85 RaniTherap RANI ... dd 1.98 –0.01 ... 3.51 0.83 RapidMicro RPID ... dd 1.01 –0.09 ... 55.61 26.49 Rapid7 RPD ... dd 49.33 +2.05 ... 26.00 17.95 RayzeBio RYZB ... ... 21.46 +0.87 ... 7.69 2.10 RealGoodFood RGF ... dd 2.30 –1.05 ... 2.94 1.00 RealReal REAL ... dd 1.59 –0.10 ... 16.75 4.54 RecursionPharm RXRX ... dd 6.38 –0.65 ... 60.57 43.50 RedRiverBcshs RRBI .7 9 46.57 +0.02 .08 16.50 5.35 RedRobin RRGB ... dd 7.05 –0.70 ... 51.36 37.58 RedRockResorts RRR 2.5 11 40.47 +0.13 .25 17.68 3.08 Redfin RDFN ... dd 5.89 –0.86 ... 38.40 0.26 RedHillBio RDHL ... dd .32 –0.05 ... 11.23 9.93 RedwoodsAcqn RWOD ... 69 10.69 +0.01 ... 0.22 0.03 RedwoodsAcqnRt RWODR ... ... .13 –0.02 ... 68.56 53.28 RegencyCtrs REG 4.4 28 58.93 +0.94 .65 853.97 668.00 RegenPharm REGN ... 22 839.63 +3.06 ... 23.18 7.26 RelayTherap RLAY ... dd 7.74 –0.55 ... 7.97 1.81 RelmadaTherap RLMD ... dd 3.10 +0.06 ... 27.12 8.94 RemitlyGlobal RELY ... dd 26.22 –0.42 ... 4.04 1.05 Renalytix RNLX ... dd 1.16 –0.07 ... 11.30 1.79 ReneoPharm RPHM ... dd 7.41 –0.85 ... 6.86 4.04 ReNewEnergy RNW ... dd 5.45 +0.19 ... 4.82 0.58 RenttheRunway RENT ... dd .60 –0.08 ... 18.68 5.11 RepareTherap RPTX ... dd 5.28 –2.48 ... 212.37 134.64 Repligen RGEN ... 63 152.74 –0.86 ... 29.52 14.42 Replimune REPL ... dd 15.23 –0.94 ... 48.32 37.23 RepublicBcpKYA RBCAA 3.4 10 44.27 –0.22 .374 7.77 4.49 ReservoirMedia RSVR ... cc 5.83 –0.41 ... 19.83 13.00 ResourcesConnect RGP 4.0 12 13.90 –0.17 .14 16.37 11.34 RetailOppor ROIC 5.1 32 11.75 +0.18 .15 37.98 8.14 RevanceTherap RVNC ... dd 8.64 –2.12 ... 11.25 9.66 RevelstoneCapA RCAC ... 90 10.67 +0.05 ... 35.50 17.47 RevolutionMed RVMD ... dd 29.91 +4.87 ... 32.50 24.80 ReynoldsCnsmr REYN 3.6 22 25.26 +0.01 .23 34.99 15.50 RhythmPharm RYTM ... dd 24.98 +1.60 ... 4.84 2.02 RibbonComms RBBN ... dd 2.07 –0.43 ... 27.24 10.25 RichardsonElec RELL 2.2 10 10.80 –0.18 .06 2.04 0.67 RigelPharm RIGL ... dd .94 –0.08 ... 5.83 2.01 RiminiStreet RMNI ... 43 2.01 –0.15 ... 8.00 4.17 RiverviewBncp RVSB 4.3 7 5.56 –0.08 .06 36.45 11.68 Rivian RIVN ... dd 19.30 +0.38 ... 17.00 3.70 Roadzen RDZN ... 71 3.86 –0.74 ... 13.23 7.57 Robinhood HOOD ... dd 9.14 –0.79 ... 24.65 14.86 RocketPharm RCKT ... dd 17.55 –1.47 ... 33.09 12.26 RockyBrands RCKY 5.0 10 12.52 –0.38 .155 6.98 4.48 RockyMtnChoc RMCF ... dd 4.48 –0.36 ... 13.24 4.10 RoivantSciences ROIV ... dd 10.08 –0.72 ... 98.44 38.26 Roku ROKU ... dd 66.07 –5.76 ... 14.80 3.31 Root ROOT ... dd 9.63 +0.11 ... 508.90 362.72 RoperTech ROP .5 43 497.84 +3.01.6825 122.70 81.21 RossStores ROST 1.2 24 112.04 –0.34 .335 7.00 3.38 Rover ROVR ... dd 6.55 +0.26 ... 147.82 86.75 RoyalGold RGLD 1.4 31 108.88 +4.34 .375 44.47 25.92 RoyaltyPharma RPRX 2.9 49 27.84 +0.84 .20 46.30 30.72 RushEnt A RUSHA 1.7 6 39.83 –0.05 .14 50.05 33.07 RushEnt B RUSHB 1.5 7 45.66 +0.34 .14 33.77 10.08 RxSight RXST ... dd 24.21 –2.81 ... 112.75 60.38 Ryanair RYAAY ... 11 91.56 –6.40 ... S 38.43 24.93 S&T Bancorp STBA 4.7 7 26.98 –0.30 .32 312.34 185.23 SBA Comm SBAC 1.7 43 201.57 +9.64 .85 3.87 1.15 SCYNEXIS SCYX ... 3 1.96 –0.28 ... 28.50 1.42 SEALSQ LAES ... 4 1.50 –0.17 ... 64.69 46.71 SEI Investments SEIC 1.5 19 56.42 –1.73 .43 29.51 11.14 SI-BONE SIBN ... dd 17.14 –3.62 ... 10.21 4.22 SIGA Tech SIGA .0 14 5.44 +0.07 .45 10.88 9.95 SKGrowthOppsA SKGR ... 44 10.75 ... ... 17.93 10.81 SLM SLM 3.4 9 13.09 –0.11 .11 16.09 12.71 SLR Invt SLRC10.9 14 15.07 +0.31.1367 29.99 12.47 SMART Global SGH ... ... 13.10 –11.23 ... 104.72 1.20 SMXSecurityMatters SMX ... ... 2.27 +0.85 ... 1.86 0.68 SPI Energy SPI ... dd .71 –0.03 ... 52.40 31.52 SP Plus SP ... 26 51.11 –0.20 ... 196.39 116.58 SPS Commerce SPSC ... cc 167.12 –6.49 ... 64.52 46.79 SS&C Tech SSNC 1.9 21 51.12 –0.99 .24 17.74 12.44 SSR Mining SSRM 2.0 17 13.73 +0.99 .07 19.99 15.26 SWK Holdings SWKH ... 13 15.86 +0.04 ... 14.50 10.08 SabraHealthcare SBRA 8.4 dd 14.23 +0.32 .30 7.92 2.99 Sabre SABR ... dd 3.70 –0.18 ... 92.61 65.78 SafetyInsurance SAFT 5.1 29 70.25 +0.52 .90 29.18 19.07 SagaComm SGA 4.9 15 20.45 –0.47 .25 11.72 10.00 SagaliamAcqnA SAGA ... dd 11.14 ... ... 59.99 16.52 SageTherap SAGE ... dd 19.58 –0.28 ... 18.33 5.27 Sagimet SGMT ... ... 5.54 –2.64 ... 443.85 180.17 Saia SAIA ... 31 391.07 –12.92 ... 2.26 0.54 SalemMedia SALM ... dd .71 –0.03 ... 8.01 2.99 SanaBiotech SANA ... dd 3.35 –0.45 ... 38.99 19.47 SandySpringBncp SASR 6.7 6 20.42 –0.30 .34 127.26 75.75 Sanfilippo JBSS .8 18 99.24 –0.41 1.20 4.95 0.49 SangamoTherap SGMO ... dd .56 +0.01 ... 5.99 3.02 SangomaTechs SANG ... dd 3.07 –0.16 ... 69.28 49.07 Sanmina SANM ... 10 52.81 –0.34 ... 57.82 39.48 Sanofi SNY ... 15 54.53 +0.63 ... 30.81 16.18 SapiensIntl SPNS 2.0 26 26.08 –2.70 .26 13.44 0.65 SarcosTech&Robotic STRC ... dd .73 ... ... 159.89 100.15 SareptaTherap SRPT ... dd 117.96 –5.98 ... 4.21 1.08 Savara SVRA ... dd 3.27 –0.49 ... 35.50 26.14 ScanSource SCSC ... 9 32.11 +0.32 ... 36.64 25.96 SchnitzerSteel RDUS 2.8 78 26.42 –1.10.1875 13.00 5.56 ScholarRock SRRK ... dd 7.84 +0.47 ... 47.25 30.50 Scholastic SCHL 2.2 26 37.13 +0.15 .20 59.24 15.85 Schrodinger SDGR ... 27 23.45 –4.40 ... 22.93 12.05 SciPlay SCPL ... 23 22.89 +0.03 ... 12.75 4.86 scPharm SCPH ... dd 6.21 –0.18 ... 11.50 9.59 ScreamingEagleA SCRM ... 35 10.47 +0.02 ... 16.13 4.85 ScrippsEW SSP ... dd 5.07 +0.01 ... 34.96 17.93 SeacoastBkgFL SBCF 3.5 16 20.65 –1.04 .18 74.51 47.47 Seagate STX 4.1 dd 68.43 +2.38 .70 217.08 116.08 Seagen SGEN ... dd 214.03 +0.51 ... 11.78 9.76 SeaportGlblAcqnII SGII ... dd 10.75 ... ... 10.06 5.28 SecureWorks SCWX ... dd 5.75 –0.17 ... 8.86 5.23 SecurityNatFin SNFCA ... 6 7.63 –0.26 ... 8.74 1.76 Seer SEER ... dd 1.81 –0.33 ... 1.99 0.90 SelectaBiosci SELB ... dd 1.08 +0.06 ... 106.54 84.47 SelectiveIns SIGI 1.2 23 102.53 –1.88 .30 49.49 0.28 SelinaHosp SLNA ... ... .37 +0.01 ... 4.96 0.55 Semantix STIX ... dd 1.65 +0.15 ... 12.03 10.15 SemperParatusA LGST ... 90 10.85 ... ... 35.18 17.82 Semtech SMTC ... dd 21.92 –0.74 ... 68.74 32.50 SenecaFoods A SENEA ... 15 53.56 –1.30 ... 69.83 31.51 SenecaFoods B SENEB ... 15 53.10 –1.90 ... 1.93 0.68 SenseiBiotherap SNSE ... dd .74 ... ... 1.79 1.10 SenstarTech SNT ... 11 1.23 +0.11 ... 3.91 0.29 SentiBiosciences SNTI ... dd .30 –0.06 ... 4.25 1.10 SeraPrognostics SERA ... dd 1.91 –0.32 ... 9.49 1.32 SeresTherap MCRB ... dd 1.50 –0.46 ... 11.57 6.91 ServiceProperties SVC 11.1 dd 7.22 –0.06 .20 2.37 0.61 17Educ&Tech YQ ... dd .80 +0.08 ... 6.22 2.13 Shapeways SHPW ... dd 2.96 +0.06 ... 2.71 0.77 Sharecare SHCR ... dd 1.24 +0.35 ... 4.76 1.33 ShattuckLabs STTK ... dd 1.44 –0.06 ... 23.31 15.62 ShenandoahTel SHEN .4 dd 21.66 –0.09 .08 32.43 14.81 ShoalsTech SHLS ... 17 16.07 +0.92 ... 320.54 172.50 ShockwaveMed SWAV ... 30 192.81 –10.39 ... 29.47 19.24 ShoeCarnival SCVL 2.0 7 23.67 –0.40 .12 20.85 9.94 ShoreBancshares SHBI 4.7 7 10.22 –0.28 .12 34.10 12.91 Shyft SHYF 1.4 12 13.99 –1.03 .05 7.40 1.25 Sientra SIEN ... dd 1.95 –0.27 ... 22.53 15.01 SierraBancorp BSRR 4.9 8 18.60 –0.59 .23 15.30 2.78 SightSciences SGHT ... dd 3.78 –0.61 ... 17.99 4.55 SilenceTherap SLN ... dd 7.76 –1.64 ... 50.00 22.45 Silicom SILC ... 8 22.48 –2.53 ... 194.68 108.43 SiliconLabs SLAB ... 52 109.31 –5.81 ... 95.33 49.50 SiliconMotion SIMO ... 21 55.79 +0.29 ... 58.04 6.36 SilkRoadMed SILK ... dd 7.63 –6.81 ... 10.50 7.52 SilverSpikeInvt SSIC 9.8 ... 9.42 –0.14 .40 23.20 14.94 SilvercrestAsset SAMG 4.7 13 16.21 –0.27 .19 24.85 14.68 SimmonsFirstNat SFNC 5.0 8 16.08 –0.69 .20 52.69 32.58 SimulationsPlus SLP .6 80 40.65 –3.03 .06 22.41 9.39 Sinclair SBGI10.3 4 9.73 –0.13 .25 3.00 0.32 SingularGenomics OMIC ... dd .38 +0.01 ... 7.95 3.32 SiriusXM SIRI 2.0 16 4.85 +0.53.0242 142.88 73.10 SiTime SITM ... dd 113.05 –2.05 ... 29.59 17.50 SkywardSpecIns SKWD ... 25 29.16 +0.09 ... 46.07 14.76 SkyWest SKYW ... dd 39.67 –1.91 ... 123.69 80.08 Skyworks SWKS 2.9 15 94.60 –3.72 .68 41.61 17.31 SleepNumber SNBR ... 35 18.12 –0.96 ... 2.65 1.44 SmartSand SND ... 11 2.24 +0.19 ... 1.51 0.65 SmartShareGlbl EM ... dd .71 –0.04 ... 14.37 8.21 Smith&Wesson SWBI 3.4 18 14.16 +1.18 .12 12.39 7.02 SnapOne SNPO ... dd 8.66 –0.31 ... 3.07 0.50 SoYoungIntl SY ... 48 1.13 +0.14 ... 10.58 9.82 SocialLvgI A SLAC ... dd 10.19 –0.05 ... 11.70 4.24 SoFiTech SOFI ... dd 8.12 +0.13 ... 17.25 8.77 Sohu.com SOHU ... dd 8.86 –0.75 ... 5.71 1.27 SolGelTech SLGL ... dd 1.60 +0.21 ... 345.80 116.56 SolarEdgeTech SEDG ... 23 119.76 –4.21 ... 8.20 2.10 SolidBiosci SLDB ... dd 2.16 –0.26 ... 6.05 1.74 SolidPower SLDP ... dd 1.76 –0.10 ... 3.79 1.73 SomaLogic SLGC ... dd 1.77 –0.35 ... 48.20 5.40 Sonder SOND ... dd 7.20 –0.93 ... 21.98 10.82 Sonos SONO ... dd 10.97 –1.49 ... 5.77 1.69 SophiaGenetics SOPH ... dd 3.11 +0.34 ... 19.40 5.78 SoteraHealth SHC ... dd 13.36 –1.06 ... 2.50 1.59 SotherlyHotels SOHO ... 5 1.61 ... ... 5.11 0.93 SoundHoundAI SOUN ... dd 1.78 –0.23 ... 31.96 18.75 SouthPlainsFin SPFI 2.0 7 26.63 –0.20 .13 91.74 59.51 SouthState SSB 3.1 9 66.87 –1.20 .52 49.96 20.75 SouthernFirstBcsh SFST ... 11 26.91 –0.65 ... 55.78 30.28 SoMO Bancorp SMBC 2.1 10 40.47 –0.07 .21 31.00 19.61 SouthernStBcsh SSBK 1.6 6 22.60 +0.02 .09 40.38 25.38 SouthsideBcshs SBSI 5.0 8 27.97 –0.62 .35 22.73 12.74 SovosBrands SOVO ... dd 22.38 –0.07 ... 37.75 20.57 SpartanNash SPTN 3.8 27 22.88 –0.08 .215 2.15 1.09 SperoTherap SPRO ... dd 1.13 –0.01 ... 148.31 68.84 Splunk SPLK ... dd 147.94 +1.24 ... 15.97 7.53 SpokHoldings SPOK 8.4 9 14.96 +0.27.3125 15.57 8.32 Sportradar SRAD ... dd 9.00 –0.64 ... 10.62 2.98 SportsmansWrhs SPWH ... 41 4.93 +0.85 ... 13.45 9.96 SportsMapTech SMAP ... dd 10.72 +0.02 ... 10.79 10.00 SpringValleyII A SVII ... 51 10.72 –0.02 ... 0.29 0.10 SpringValleyII Rt SVIIR ... ... .14 ... ... 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. For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 41 34.16 21.04 SpringWorks SWTX ... dd 22.69 –1.86 ... 44.24 26.35 SproutsFarmers SFM ... 18 43.21 +0.82 ... 3.57 0.95 SpruceBio SPRB ... dd 1.59 –0.47 ... 81.81 37.01 StaarSurgical STAA ... 80 40.41 +1.90 ... 9.23 4.00 Stagwell STGW ... dd 4.02 –0.52 ... 3.16 0.92 StdBioTools LAB ... dd 1.59 –0.38 ... 25.03 16.57 StarBulkCarriers SBLK12.9 7 19.71 –0.11 .40 1.59 0.65 StarEquity STRR ... 1 .93 –0.01 ... 20.79 11.47 Star STHO ... dd 12.00 +0.17 ... 115.48 82.43 Starbucks SBUX 2.5 28 91.48 –1.37 .57 5.90 2.51 StealthGas GASS ... 5 5.18 +0.12 ... 136.46 77.54 SteelDynamics STLD 1.6 6 105.91 –2.34 .425 32.39 19.83 StepStone STEP 2.8 cc 30.00 –0.57 .21 56.12 40.19 Stericycle SRCL ... cc 41.70 –0.67 ... 20.43 10.58 SterlingCheck STER ... cc 12.92 –0.55 ... 84.00 23.55 SterlingInfr STRL ... 21 72.00 –4.64 ... 37.85 27.35 StevenMadden SHOO 2.6 15 31.96 +0.58 .21 6.03 2.63 StitchFix SFIX ... dd 3.03 –0.10 ... 78.71 38.34 StockYardsBncp SYBT 3.0 10 39.76 –0.49 .30 16.48 3.37 StokeTherap STOK ... dd 4.10 +0.21 ... 14.83 8.09 StoneCo STNE ... 20 9.71 –0.30 ... 106.35 74.43 StoneX SNEX ... 8 91.94 –3.88 ... 21.72 11.04 Stratasys SSYS ... dd 11.39 –0.96 ... 98.22 62.79 StrategicEd STRA 3.0 53 80.49 +2.04 .60 31.04 16.06 Strattec STRT ... dd 22.86 +0.11 ... 30.57 18.51 StratusProp STRS ... dd 27.59 –0.29 ... 12.50 3.58 StrongholdDig SDIG ... dd 4.09 –0.42 ... 67.83 20.80 StructureTherap GPCR ... dd 65.05 +9.93 ... 29.73 17.06 SummitFin SMMF 3.9 6 22.65 –0.30 .22 18.67 12.36 SummitStateBk SSBI 3.1 7 15.50 –0.48 .12 5.78 0.66 SummitTherap SMMT ... dd 1.68 –0.08 ... 23.80 13.74 SunCountryAir SNCY ... 11 14.09 –0.68 ... 11.67 2.79 SunOpta STKL ... dd 3.55 +0.51 ... 24.97 4.96 SunPower SPWR ... 20 5.62 +0.16 ... 33.33 9.60 SunRun RUN ... 31 11.52 +1.07 ... 357.00 53.10 SuperMicroComp SMCI ... 25 285.20 –4.47 ... 12.58 7.14 SuperiorGroup SGC 7.4 dd 7.61 –0.26 .14 42.09 24.33 SupernusPharm SUPN ... 35 24.84 –2.60 ... 45.79 20.46 SurgeryPartners SGRY ... dd 23.53 –4.18 ... 39.41 16.00 Surmodics SRDX ... dd 29.65 –1.75 ... 8.72 3.03 SutroBioph STRO ... dd 3.94 +0.25 ... 64.14 8.75 Symbotic SYM ... dd 39.24 +4.37 ... 142.14 67.73 Synaptics SYNA ... 53 94.92 +1.70 ... 29.86 11.93 SyndaxPharm SNDX ... dd 11.99 –0.77 ... 502.66 269.88 Synopsys SNPS ... 73 489.67 +16.41 ... 2.30 1.73 SyprisSolutions SYPR ... dd 1.98 +0.03 ... 6.22 2.42 SyrosPharm SYRS ... dd 2.59 –0.45 ... T 13.18 6.03 TelaBio TELA ... dd 6.20 –0.96 ... 15.15 11.05 TFS Finl TFSL 9.8 40 11.56 –0.13.2825 10.95 9.98 TGVentureAcqn TGVC ... dd 10.90 +0.21 ... 11.35 10.05 TLGY Acqn A TLGY ... cc 10.97 ... ... 3.20 0.51 TMCthemetals TMC ... dd .88 –0.06 ... 10.78 10.10 TMT Acqn TMTC ... cc 10.46 +0.01 ... 154.38 124.92 T-MobileUS TMUS 1.8 28 141.67 +2.64 .65 44.43 24.74 TPG TPG 3.9 cc 30.20 +0.03 .22 14.80 2.15 TPIComposites TPIC ... dd 2.42 –0.11 ... 134.64 98.04 T.RowePrice TROW 4.8 15 100.65 –1.51 1.22 54.20 22.44 TTEC TTEC 4.6 16 22.51 –3.27 .52 17.46 11.13 TTM Tech TTMI ... 26 12.46 –0.47 ... 4.45 1.52 Taboola TBLA ... dd 3.66 –0.41 ... 10.43 3.15 TabulaRasaHlth TRHC ... dd 10.40 ... ... 26.11 6.52 TactileSystems TCMD ... cc 11.15 –2.14 ... 153.84 90.00 TakeTwoSoftware TTWO ... dd 142.83 +1.92 ... 3.29 0.89 TalarisTherap TALS .0 dd 2.86 +0.161.5118 58.82 16.03 TandemDiabetes TNDM ... dd 17.54 –1.65 ... 13.03 2.47 TangoTherap TNGX ... dd 7.69 –3.69 ... 6.20 1.80 TarenaIntl TEDU ... dd 1.94 –0.12 ... 11.84 10.06 TargetGlbl I A TGAA ... 47 10.93 +0.08 ... 25.25 11.33 TarsusPharm TARS ... dd 12.98 –4.59 ... 24.10 7.95 TaskUs TASK ... 20 8.18 –0.91 ... 9.00 4.97 TatTechnologies TATT ... 31 7.90 –0.44 ... 3.89 0.50 TayshaGene TSHA ... dd 2.26 –0.43 ... 12.25 10.15 Tech&TelecomA TETE ... 84 11.32 ... ... 67.84 26.00 TechTarget TTGT ... 32 26.54 –2.97 ... 6.82 4.62 Ericsson ERIC 3.5 14 4.77 +0.01.0873 22.75 6.00 Telesat TSAT ... 2 11.78 –0.91 ... 3.32 0.93 TelesisBio TBIO ... dd .93 –0.08 ... 11.24 1.53 Telos TLS ... dd 2.37 –0.18 ... 15.15 0.13 TempoAutomation TMPO ... dd .15 –0.01 ... 63.57 23.81 10xGenomics TXG ... dd 38.51 –0.16 ... 49.77 29.11 Tenable TENB ... dd 42.82 –3.33 ... 8.09 1.64 TenayaTherap TNYA ... dd 2.29 –0.28 ... 10.79 10.09 TenXKeaneAcqn TENK ... 60 10.79 +0.03 ... 8.83 0.10 TenXKeaneAcqnRt TENKR ... ... .25 +0.01 ... 119.20 71.11 Teradyne TER .5 28 95.60 –5.07 .11 14.04 4.38 TernsPharm TERN ... dd 5.30 –0.06 ... 25.50 8.30 TerritorialBncp TBNK 11.1 7 8.32 –0.22 .23 299.29 101.81 Tesla TSLA ... 71 251.12 –9.41 ... 173.27 122.86 TetraTech TTEK .7 28 158.43 +2.83 .26 69.27 42.79 TexasCapBcshs TCBI ... 8 57.36 –1.07 ... 188.12 148.09 TexasInstruments TXN 3.4 18 152.75 –4.25 1.30 118.16 90.38 TexasRoadhouse TXRH 2.4 21 92.24 –3.22 .55 41.52 23.30 TheBancorp TBBK ... 11 33.68 –0.60 ... 7.53 2.35 TherapeuticsMD TXMD ... 0 2.54 –0.31 ... 12.03 8.25 TheravanceBio TBPH ... dd 9.06 –0.08 ... 14.77 2.28 TheseusPharm THRX ... dd 2.35 –0.17 ... 21.50 12.31 ThirdCoastBcshs TCBX ... 9 16.52 +0.04 ... 24.60 3.75 ThirdHarmonic THRD ... dd 6.74 +0.11 ... 1.48 0.71 36Kr KRKR ... dd .82 –0.01 ... 10.20 3.41 ThorneHealthTech THRN ... 27 10.19 ... ... 11.81 3.73 Thoughtworks TWKS ... dd 3.87 –0.49 ... 4.39 0.73 ThredUp TDUP ... dd 3.04 –0.10 ... 10.99 9.77 ThunderBridgeIV A THCP ... 60 10.25 –0.01 ... 5.12 1.50 TilrayBrands TLRY ... dd 2.01 –0.05 ... 35.62 22.11 TimberlandBncp TSBK 3.3 8 27.66 –0.03 .23 47.87 24.48 TitanMachinery TITN ... 5 25.61 +0.65 ... 36.60 21.30 Torm TRMD24.4 3 28.70 +1.82 1.50 46.50 21.74 TowerSemi TSEM ... 9 21.98 –2.53 ... 33.42 21.22 TowneBank TOWN 4.4 9 22.50 –0.20 .25 251.17 187.29 TractorSupply TSCO 2.1 20 200.74 –3.73 1.03 91.85 39.43 TradeDesk TTD ... cc 80.24 –1.91 ... 87.53 52.44 Tradeweb TW .4 52 83.17 –0.52 .09 0.44 0.09 TrailblazerI Rt TBMCR ... ... .15 ... ... 10.37 10.08 TrailblazerI A TBMC ... cc 10.36 +0.01 ... 9.44 3.63 TransActTechs TACT ... 13 6.09 –0.24 ... 115.41 65.60 Transcat TRNS ... 70 95.50 +1.14 ... 99.63 39.01 TransMedics TMDX ... dd 42.75 –9.08 ... 10.86 4.10 Travelzoo TZOO ... 8 5.15 –0.30 ... 23.53 6.66 TravereTherap TVTX ... dd 7.10 –0.50 ... 27.97 9.56 TreaceMed TMCI ... dd 10.11 –2.02 ... 8.99 3.21 TremorIntl TRMR ... dd 3.39 –0.04 ... 3.50 1.62 TreviTherap TRVI ... dd 2.03 –0.01 ... 58.62 28.66 TriCoBancshares TCBK 3.8 8 31.40 –0.10 .30 31.89 21.41 TriMas TRS .7 21 24.11 +0.06 .04 62.40 45.43 Trimble TRMB ... 36 49.91 –1.43 ... 1.41 0.51 TrinityBiotech TRIB ... dd .52 –0.02 ... 15.37 10.23 TrinityCapital TRIN13.7 19 13.88 +0.28 .05 43.59 19.25 Trip.com TCOM ... 24 33.04 –0.86 ... 27.30 14.39 Tripadvisor TRIP ... dd 15.74 –0.23 ... 16.24 4.57 TriSalusLifeSci TLSI ... dd 4.90 –0.02 ... 3.00 0.27 TritiumDCFC DCFC ... dd .37 +0.05 ... 72.62 45.08 TriumphFinl TFIN ... 30 59.50 –1.27 ... 2.03 0.93 trivago TRVG ... dd 1.08 +0.01 ... 3.49 1.30 TrueCar TRUE ... dd 2.02 –0.06 ... 69.15 18.45 Trupanion TRUP ... dd 25.43 –0.16 ... 39.36 26.35 TrustcoBank TRST 5.5 7 26.37 –0.76 .36 38.47 20.28 Trustmark TRMK 4.4 12 20.90 –0.81 .23 6.03 1.45 TScanTherap TCRX ... dd 3.37 –0.01 ... 2.90 0.53 Tuniu TOUR ... dd 1.05 –0.01 ... 13.20 1.83 TurnstoneBiologics TSBX ... ... 3.05 +0.71 ... 13.26 6.17 TurtleBeach HEAR ... dd 8.66 –0.22 ... 6.97 0.75 TuSimple TSP ... dd 1.06 –0.14 ... 3.50 0.79 23andMe ME ... dd .85 –0.01 ... 14.70 8.60 TwinDisc TWIN ... 18 13.31 –0.04 ... 40.50 11.46 TwistBiosci TWST ... dd 16.98 –1.14 ... 17.56 3.01 2seventybio TSVT ... dd 4.42 +0.42 ... 13.15 2.04 2U TWOU ... dd 2.06 –0.17 ... 19.74 5.50 TyraBiosciences TYRA ... dd 14.14 –0.22 ... U 107.57 66.17 UFP Inds UFPI 1.2 11 97.80 –2.85 .30 92.70 50.68 UMB Fin UMBF 2.5 8 61.79 +0.06 .38 5.80 2.31 UPFintech TIGR ... 32 5.08 –0.01 ... 14.35 8.56 USCB Financial USCB ... 12 11.80 +0.57 ... 226.47 105.02 US Lime&Min USLM .4 19 208.04 –3.48 .20 6.60 0.53 uCloudlink UCL ... dd 2.00 +0.10 ... 17.26 8.17 Udemy UDMY ... dd 9.52 +0.03 ... 556.60 373.80 UltaBeauty ULTA ... 15 379.43 –10.21 ... 40.80 24.73 UltraClean UCTT ... 50 26.55 –2.99 ... 54.98 32.01 UltragenyxPharm RARE ... dd 33.57 –1.66 ... 11.47 3.67 Ultralife ULBI ... 68 10.67 +0.84 ... 27.99 20.07 UnionBankshares UNB 5.7 9 25.41 +0.20 .36 28.26 5.95 uniQure QURE ... dd 6.54 –0.42 ... 58.23 35.25 UnitedAirlines UAL ... 5 38.72 –3.10 ... 44.15 26.41 UnitedBkshrsWV UBSI 5.5 9 26.42 –1.34 .36 39.50 20.37 UtdCmtyBks UCBI 3.7 10 24.92 –0.91 .23 33.97 18.41 UnitedFire UFCS 3.3 dd 19.30 –0.13 .16 14.63 6.58 UnitedGuardian UG 3.0 14 6.60 –0.29 .10 8.38 5.50 UnitedSecBcshrs UBFO 6.8 6 7.10 –0.11 .12 283.09 204.44 UnitedTherap UTHR ... 13 233.16 –1.18 ... 8.04 2.94 Uniti UNIT13.2 dd 4.54 +0.08 .15 29.88 20.01 UnityBancorp UNTY 2.0 6 23.74 –0.11 .12 5.72 1.46 UnityBiotech UBX ... dd 1.75 –0.16 ... 166.57 89.52 UnivDisplay OLED .9 37 160.41 +1.63 .35 25.91 7.59 UnvlElectronics UEIC ... dd 7.81 –0.77 ... 45.00 23.74 UnivLogistics ULH 1.7 5 24.22 –0.09 .105 16.99 6.55 UnvlStainless USAP ... dd 11.42 –0.53 ... 12.48 0.91 UniversePharm UPC ... dd 1.08 +0.04 ... 29.06 16.11 UnivestFin UVSP 5.0 6 16.73 –0.52 .21 36.17 16.96 Upbound UPBD 4.7 dd 28.76 +0.18 .34 9.71 2.42 UplandSoftware UPLD ... dd 4.12 –0.43 ... 72.58 11.93 Upstart UPST ... dd 27.13 –0.42 ... 15.88 6.56 Upwork UPWK ... dd 11.12 +0.01 ... 37.82 22.10 UrbanOutfitters URBN ... 13 31.61 –0.01 ... 24.13 7.08 UroGenPharma URGN ... dd 13.10 –0.60 ... 2.56 1.32 Usio USIO ... dd 2.03 –0.05 ... 109.50 80.75 UtahMedProducts UTMD 1.4 18 83.25 –3.50 .295 5.03 3.10 UTStarcom UTSI ... dd 3.31 –0.33 ... 4.80 0.80 Uxin UXIN ... dd 1.51 –0.01 ... VW 6.83 2.53 VNET VNET ... dd 2.74 –0.21 ... 14.75 6.25 VOXX Intl VOXX ... dd 9.27 +1.66 ... 59.15 39.71 VSE VSEC .7 21 53.74 –1.16 .10 81.00 8.02 Vacasa VCSA ... dd 9.32 +0.07 ... 4.40 1.64 Vaccitech VACC ... dd 3.47 +0.08 ... 13.07 6.39 ValleyNatlBncp VLY 5.4 7 8.12 +0.03 .11 17.05 9.07 Valneva VALN ... cc 11.35 +0.08 ... 11.85 10.16 ValuenceI A VMCA ... 67 11.07 –0.03 ... 11.04 4.11 VandaPharm VNDA ... 16 4.25 –0.33 ... 23.90 17.11 VarexImaging VREX ... 27 18.63 –0.34 ... 32.64 15.61 VaronisSystems VRNS ... dd 30.58 –0.37 ... 5.52 3.05 VastaPlatform VSTA ... dd 3.96 –0.05 ... 54.97 20.49 Vaxcyte PCVX ... dd 46.00 –2.93 ... 4.47 0.80 Vaxxinity VAXX ... dd .97 –0.02 ... 31.09 17.06 VeecoInstr VECO ... 33 27.56 +0.22 ... 47.25 18.30 VentyxBiosciences VTYX ... dd 18.45 –11.82 ... 7.73 2.89 VeraBradley VRA ... dd 6.61 +0.11 ... 21.02 5.20 VeraTherap VERA ... dd 10.64 –1.74 ... 32.40 14.92 Veracyte VCYT ... dd 21.28 –0.27 ... 19.77 11.30 Veradigm MDRX ... 35 13.51 –0.29 ... 39.90 17.30 Vericel VCEL ... dd 31.56 –2.53 ... 40.71 20.36 VerintSystems VRNT ... dd 20.58 –1.20 ... 229.72 173.81 VeriSign VRSN ... 31 207.47 +0.26 ... 249.26 162.94 VeriskAnalytics VRSK .5 75 247.60 +7.63 .34 33.12 14.88 Veritex VBTX 4.4 6 18.14 –0.02 .20 10.99 2.18 Veritone VERI ... dd 2.33 –0.01 ... 26.44 9.67 VeronaPharma VRNA ... dd 13.41 –1.60 ... 8.70 2.02 VerricaPharm VRCA ... dd 3.65 –0.35 ... 9.02 6.37 VersaBank VBNK 1.0 8 7.50 –0.09.0188 24.72 11.92 Vertex VERX ... dd 23.43 –0.42 ... 372.78 282.21 VertexPharm VRTX ... 29 371.00 +10.38 ... 40.88 11.25 VerveTherap VERV ... dd 11.70 –0.74 ... 38.10 5.81 ViaRenewables VIA 56.4 dd 6.43 –0.65.9063 7.21 3.15 ViantTech DSP ... dd 5.42 –0.05 ... 47.35 15.02 ViaSat VSAT ... dd 18.36 +2.83 ... 12.40 8.84 Viatris VTRS 5.1 6 9.33 –0.33 .12 15.32 7.86 ViaviSolutions VIAV ... 72 7.89 –0.32 ... 98.38 38.71 Vicor VICR ... 63 53.44 –3.16 ... 34.97 25.15 VictoryCapital VCTR 3.9 9 30.74 –1.22 .32 116.40 3.90 View VIEW ... dd 3.92 –0.63 ... 16.65 4.68 VigilNeurosci VIGL ... dd 5.84 –0.88 ... 25.72 3.14 VikingTherap VKTX ... dd 10.95 –0.78 ... 24.86 20.09 VillageSuper A VLGEA 4.2 7 23.93 +0.07 .25 5.19 3.07 Vimeo VMEO ... dd 3.30 –0.12 ... 11.83 7.70 VinciPartners VINP 7.1 15 10.21 +0.02 .20 93.00 7.01 VinFastAuto VFS ... dd 7.98 –0.05 ... 3.99 0.47 VintageWineEstates VWE ... dd .71 +0.18 ... 1.60 0.70 ViomiTech VIOT ... dd .94 +0.04 ... 31.55 8.21 VirBiotech VIR ... dd 8.37 –0.48 ... 4.53 0.68 ViractaTherap VIRX ... dd .71 –0.08 ... 8.24 3.54 VircoMfg VIRC ... 4 6.61 –0.68 ... 23.38 16.26 VirtuFinancial VIRT 5.3 13 18.01 +0.58 .24 248.23 144.98 VirtusInvtPtrs VRTS 4.2 10 181.64 –11.23 1.90 11.85 10.09 VisionSensingA VSAC ... cc 11.07 +0.08 ... 171.66 115.56 Visteon VC ... 28 130.76 –2.01 ... 33.29 7.39 VitaCoco COCO ... 52 26.28 –0.40 ... 18.18 10.00 VitalFarms VITL ... 29 10.76 –0.13 ... 23.99 11.65 Vitru VTRU ... 14 15.03 –1.02 ... 9.89 6.06 VividSeats SEAT ... 15 6.49 –0.11 ... 12.65 8.93 Vodafone VOD 10.1 2 9.44 +0.12.4707 7.57 1.89 VorBiopharma VOR ... dd 2.40 +0.43 ... 14.34 4.77 VoyagerTherap VYGR ... 3 7.39 –0.02 ... 2.82 0.73 Vroom VRM ... dd .98 –0.12 ... 7.12 3.04 WaveLifeSci WVE ... dd 5.55 –0.10 ... 234.69 145.16 WD-40 WDFC 1.7 43 201.10 –2.18 .83 51.77 29.59 WSFS Financial WSFS 1.7 8 35.28 –1.41 .15 13.31 3.28 WW Intl WW ... dd 11.00 +0.56 ... 39.17 23.90 WaFd WAFD 4.0 6 25.20 –1.00 .25 3.71 1.58 Wag! PET ... dd 1.75 –0.25 ... 42.29 20.58 WalgreensBoots WBA 8.3 dd 23.25 +1.44 .48 11.90 6.87 WalkMe WKME ... dd 8.52 –0.07 ... 16.34 8.82 WarnerBrosA WBD ... dd 10.37 +0.09 ... 38.76 22.63 WarnerMusic WMG 2.1 40 32.38 –0.52 .17 50.93 22.26 WashTrBcp WASH 8.7 7 25.70 –0.26 .56 17.70 10.15 WaterstoneFinl WSBF 5.7 18 10.54 –0.14 .15 98.97 32.00 WeatherfordIntl WFRD ... 28 95.58 +7.97 ... 25.57 10.02 Weibo WB .0 10 12.26 –0.14 .85 11.68 10.00 WelsbachTech WTMA ... dd 10.67 –0.04 ... 0.27 0.04 WelsbachTechRt WTMAR ... ... .11 –0.03 ... 23.90 18.19 Wendy's WEN 5.4 21 18.59 –0.42 .25 4.57 1.39 WerewolfTherap HOWL ... dd 2.31 +0.38 ... 50.31 35.84 WernerEnterprises WERN 1.4 14 38.66 +0.04 .14 41.37 19.84 WesBanco WSBC 5.8 8 24.30 –0.12 .35 25.80 15.04 WestBancorp WTBA 6.4 8 15.72 –0.38 .25 63.86 35.52 WestamericaBncp WABC 4.1 8 43.36 –1.39 .44 47.14 29.73 WesternDigital WDC ... dd 45.70 –0.70 ... 10.25 5.58 WestNewEngBncp WNEB 4.0 7 6.97 –0.03 .07 13.40 5.14 WestportFuelSys WPRT ... dd 5.38 –0.31 ... 14.71 8.02 WestrockCoffee WEST ... dd 8.22 –0.43 ... 28.95 20.30 WeycoGroup WEYS 3.8 8 26.62 +0.44 .25 25.38 10.98 Willdan WLDN ... cc 19.59 –0.17 ... 65.19 35.75 WillisLease WLFC ... 8 42.00 +0.75 ... 258.93 195.29 WillisTowers WTW 1.6 22 213.24 +4.06 .84 1.85 0.56 WiMiHologram WIMI ... dd .68 –0.03 ... 223.77 113.20 Wingstop WING .5 84 175.35 +1.31 .22 418.58 227.05 Winmark WINA .8 35 393.70 –6.60 .80 97.81 57.48 WintrustFinl WTFC 2.2 8 73.58 –1.07 .40 8.00 1.35 WISeKey WKEY ... dd 1.56 –0.09 ... 102.82 66.18 Wix.com WIX ... dd 83.07 –7.25 ... 133.15 83.23 Woodward WWD .7 38 127.41 +2.10 .22 252.72 128.72 Workday WDAY ... dd 214.89 +1.26 ... 160.07 58.44 WorldAcceptance WRLD ... 19 123.79 +0.84 ... 117.86 53.81 WynnResorts WYNN 1.1 dd 90.28 –2.13 .25 XYZ 10.39 1.63 XIAO-I AIXI ... ... 2.04 +0.07 ... 26.00 13.48 XOMA XOMA ... dd 16.61 +1.11 ... 27.71 10.30 XP XP 10.9 17 21.41 –0.55 .58 6.69 3.00 XBiotech XBIT ... dd 3.93 –0.17 ... 72.99 53.73 XcelEnergy XEL 3.5 19 58.86 +1.51 .52 38.20 18.26 Xencor XNCR ... dd 18.85 –0.89 ... 43.75 31.79 XenonPharm XENE ... dd 35.14 –0.47 ... 3.07 0.97 XerisBiopharma XERS ... dd 1.58 –0.17 ... 18.00 11.80 Xerox XRX 7.0 dd 14.31 –0.77 .25 4.92 1.70 XilioTherap XLO ... dd 1.75 –0.30 ... 63.90 12.45 Xometry XMTR ... dd 17.12 –0.59 ... 2.23 0.85 Xunlei XNET ... 7 1.63 –0.01 ... 15.89 2.70 Y-mAbsTherap YMAB ... dd 5.30 –0.05 ... 47.23 36.12 YorkWater YORW 2.2 25 36.74 –0.88.2027 11.73 9.90 YottaAcqn YOTA ... cc 10.68 –0.15 ... 0.30 0.04 YottaAcqnRt YOTAR ... ... .10 –0.01 ... 10.30 0.56 Yunji YJ ... dd .71 +0.03 ... 49.81 20.98 ZaiLab ZLAB ... dd 25.22 +1.37 ... 10.91 0.51 ZappEV ZAPP ... dd .51 –0.04 ... 351.74 205.19 ZebraTech ZBRA ... 17 206.92 –16.93 ... 31.46 15.55 ZentalisPharm ZNTL ... dd 18.94 –1.12 ... 6.36 0.75 ZeroFox ZFOX ... dd .76 –0.04 ... 6.44 4.05 ZevraTherapeutics ZVRA ... dd 4.47 –0.23 ... 94.59 58.08 ZiffDavis ZD ... 33 61.80 –0.03 ... 55.68 26.81 Zillow A ZG ... dd 41.58 –1.15 ... 57.19 26.78 Zillow C Z ... dd 42.80 –1.19 ... 15.50 5.05 ZimVie ZIMV ... dd 8.23 –0.87 ... 56.10 18.26 ZionsBancorp ZION 4.7 6 34.57 +0.88 .41 89.67 60.45 ZoomVideo ZM ... cc 62.75 –2.73 ... 47.77 15.53 ZoomInfoTech ZI ... 55 16.85 –0.08 ... 176.31 84.93 Zscaler ZS ... dd 168.52 +4.93 ... 28.97 13.19 Zumiez ZUMZ ... dd 15.81 –1.01 ... 10.80 4.88 Zymeworks ZYME ... 2 6.50 +0.10 ... 17.25 6.88 Zynex ZYXI ... 18 7.97 –0.15 ... 25.00 0.11 ZyVersaTherap ZVSA ... dd .13 +0.01 ... Amsterdam AEX 733.90 +0.99 +44.89 +6.51 Athens General 1169.66 +2.88 +239.87 +25.80 Bangkok SET 1450.75 +0.86 –217.91 –13.06 Bombay Sensex 66282 +0.44 +5441.99 +8.94 Brussels Bel-20 3507.36 +0.48 –193.81 –5.24 Buenos Aires Merval 760673 +20.95 +558588 +276.41 Copenhagen OMX 20 2247.27 +6.38 +411.99 +22.45 Dublin ISEQ 8369.05 +0.91 +1260.23 +17.73 EURO STOXX SXXE 434.77 –0.19 +24.80 +6.05 EURO STOXX 50 SXSE 4136.12 –0.20 +342.50 +9.03 Frankfurt DAX 15186 –0.28 +1263.07 +9.07 Helsinki OMHX 9517.15 +1.45 –1290.63 –11.94 Hong Kong Hang Seng 17813 +1.87 –1967.96 –9.95 Istanbul IMKB 8113.30 –4.15 +2604.14 +47.27 Jakarta Composite 6920.66 +0.28 +70.05 +1.02 Johannesburg All Share 72919 +1.76 –128.85 –0.18 Kuala Lumpur Composite 1444.14 +1.92 –51.35 –3.43 LISBON PSI 4200.60 +2.25 –219.83 –4.97 London FTSE - 100 7599.60 +1.40 +147.86 +1.98 Madrid IBEX 35 9232.90 –0.03 +1003.82 +12.20 Manila Composite 6266.34 +0.10 –300.05 –4.57 Mexico City IPC 49379 –0.58 +915.72 +1.89 Milan FTSE All Share 30040 +1.32 +4320.10 +16.80 Oslo Composite 1529.76 +5.29 +167.08 +12.26 Paris CAC 7003.53 –0.80 +529.77 +8.18 Santiago Selective 3257.89 +2.09 +85.32 +2.69 Sao Paulo Bovespa 115754 +1.39 +6019.48 +5.49 Seoul Composite 2456.15 +1.97 +219.75 +9.83 Shanghai Composite 3088.10 –0.72 –1.16 –0.04 Shenzhen B Share Idx 1095.96 –1.62 –61.37 –5.30 Singapore FTSE STI 3185.79 +0.36 –65.53 –2.02 Stockholm OMXS 801.05 +1.18 +19.20 +2.46 STOXX Europe 50 SXSP 3942.62 +1.39 +290.79 +7.96 STOXX Europe 600 SXXP 449.18 +0.95 +24.29 +5.72 Sydney S&P/ASX 200 7051.00 +1.39 +12.31 +0.17 Taipel Weighted 16782 +1.59 +2644.88 +18.71 Tel Aviv 125 Index 1738.46 –6.48 –74.89 –4.13 Tokyo Nikkei-225 32315 +4.26 +6221.49 +23.84 Toronto S&P/TSX 19462 +1.13 +77.94 +0.40 Vienna ATX 3147.42 +0.88 +21.03 +0.67 Wellington S&P/NZX 50 11265 –0.19 –207.52 –1.81 Zurich Swiss 10900 +0.58 +170.90 +1.59 Europe S&P Europe BMI 0.83% Denmark 5.92 Norway 4.72 Greece 3.23 Finland 1.51 Italy 1.32 U.K. 1.02 Sweden 0.84 Belgium 0.79 Switzerland 0.54 Netherlands 0.39 Spain 0.23 -0.44 Germany -1.12 France Indexes based on S&P Global Broad Market Indices Asia S&P Pan Asia BMI 1.45% Japan 2.02 South Korea 1.98 Malaysia 1.82 Taiwan 1.76 Australia 1.45 Thailand 1.01 China 0.96 Singapore 0.75 India 0.65 New Zealand 0.51 Philippines 0.30 Hong Kong 0.21 -0.47 Indonesia Source: S&P DJ Indices Indexes are based on local currencies. Because of various holidays and other market closings, the most recent close is not necessarily that of the week of publication. Key Foreign Stock Market Indexes Most Recent Week’s Year-to-Date Close %Chg. Chg. % Chg. Most Recent Week’s Year-to-Date Close %Chg. Chg. % Chg. Persistent Prices: Stocks fought geopolitical jitters, but fell on higher-then-expected U.S. consumer and producer prices. That Sinking Feeling: Stocks tumbled on deflation fears in China, where the consumer price index came in flat. 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. DATA NASDAQ ISSUES FOREIGN MARKETS For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. 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42 BARRON’S October 16, 2023 DATA TOP 500 EXCHANGE-TRADED PORTFOLIOS BARRONS.COM/DATA Tick Div Name Sym Yld Last Chg. Amt. DirexS&PBiotechBl3 LABU .3 3.22 –0.42 .002 DirexS&P500Br1 SPDN 4.7 14.74 –0.05 .2048 DirexS&P500Bl3 SPXL 1.0 79.92 +0.90 .1944 DirexS&POilBr2 DRIP 4.9 9.85 –1.36 .0927 DirexS&POilBl2 GUSH 2.0 39.23 +4.61 .2582 DirexSemiBr3x SOXS 4.9 10.94 +0.21 .1595 DirexSemiBl3 SOXL .7 18.98 –0.49 .0327 DirexScBear3 TZA 2.8 34.59 +1.59 .2884 DirexSCBull3 TNA 1.5 25.49 –1.34 .017 DirexKRBull3 KORU 1.8 6.81 +0.02 .0149 DirexTechBear3 TECS 4.2 14.85 –0.08 .1535 DirexTechBull3 TECL .4 46.50 +0.15 .0399 Direx20+TreaBr3 TMV 2.0 44.86 –5.09 .2607 Direx20+YrTrBull TMF 3.9 4.63 +0.39 .0502 DirexUtilBl3X UTSL 3.3 17.85 +1.70 .1437 ETFMGAltHarvest MJ 3.9 3.26 –0.10 .03 ETFMGPrmJrSilv SILJ .1 8.69 +0.42 .0057 EnSelSectorSPDR XLE 3.4 89.59 +3.86 .6736 FidelityMSCIEn FENY 3.1 24.70 +1.11 .172 FidelityMSCIUtils FUTY 3.6 38.07 +1.25 .384 FidelityTotalBd FBND 4.3 43.45 +0.41 .149 FinSelSectorSPDR XLF ... 33.21 +0.17 ... FT DJ Internet FDN ... 158.22 –2.15 ... FT EnergyAlpDx FXN 3.0 17.84 +1.01 .0705 FTInstPfdSecs FPEI 6.1 16.63 +0.05 .0882 FT LtdDurIG FSIG 4.2 18.40 +0.07 .075 FT MngstrDiv FDL 4.6 33.00 +0.22 .3611 FT PfdSecs FPE 6.5 15.74 +0.08 .0889 FT TCWUnPlBd UCON 4.9 23.68 +0.01 .11 FT ValLineDiv FVD 2.5 37.22 +0.23 .1829 FlexGlbUpstmNatRsc GUNR 3.1 40.11 +0.93 .2966 FlexiBx3YDurTIPS TDTT 3.6 23.22 +0.22 .0628 FrankFTSEIndia FLIN .7 31.75 –0.23 .2121 FrankFTSEJapan FLJP 2.2 26.10 +0.05 .361 FrankFTSE SKorea FLKR 3.5 20.10 –0.13 .1676 FrankFTSE UK FLGB 4.0 23.89 +0.09 .481 GlbXCopperMiners COPX 2.6 34.76 –0.38 .5048 GlbXLithium LIT 1.4 52.94 +0.67 .2077 GlbXRuss2000Cvr RYLD 13.3 16.52 –0.24 .1726 GlbXS&P500Cv XYLD 11.2 39.31 +0.22 .3333 GlbXSilverMiners SIL .4 24.55 +1.26 .0313 GlbX US Pfd PFFD 7.0 17.90 +0.06 .105 GlbX Uranium URA .2 25.30 –0.86 .0492 GSTreasury0-1Y GBIL 4.2 99.91 +0.09 .4068 GSActiveBetaIntlEq GSIE 3.1 29.69 –0.09 .1388 GraniteGold BAR ... 19.06 +0.97 ... HartfordTRBd HTRB 3.6 31.90 +0.21 .1053 HealthCareSelSect XLV 1.6 130.19 +0.18 .5395 iMGPDBiMgdFut DBMF 7.4 28.60 –0.33 2.2474 IndSelSectorSPDR XLI 1.7 101.75 +0.97 .4264 InvscAero&Def PPA .5 82.53 +3.39 .1169 InvscCA AMT-Fr PWZ 2.9 23.53 +0.51 .0597 InvscChinaTech CQQQ .1 36.40 +0.19 .0331 InvscDBComm DBC .6 24.85 +0.93 .1447 InvscDBAgriFd DBA .4 21.71 +0.13 .0964 InvscDBOilFund DBO .6 17.37 +1.11 .1002 Tick Div Name Sym Yld Last Chg. Amt. SPDREuroStx50 FEZ 3.3 41.44 –0.63 .1196 SPDRGoldMini GLDM ... 38.26 +1.96 ... SPDR Gold GLD ... 178.83 +9.13 ... SPDR MSCI exUS CWI 3.1 24.76 +0.05 .4119 SPDRNuvBBHYMuni HYMB 4.2 23.83 +0.39 .093 SPDRNuveenMuniBd TFI 2.4 43.91 +0.70 .0984 SPDRNuveenSTMuni SHM 1.0 46.42 +0.28 .0527 SPDRPtfa*ggBd SPAB 3.3 24.21 +0.23 .0735 SPDRPtfDevxUS SPDW 3.0 30.72 –0.03 .584 SPDRPtfEM SPEM 3.3 33.42 –0.07 .446 SPDR PtfHYBd SPHY 7.4 22.11 +0.05 .1524 SPDRPtfIntermCpBd SPIB 3.7 31.34 +0.21 .1095 SPDR PtfIntTrea SPTI 2.7 27.45 +0.19 .0752 SPDRPtfLTCorpBd SPLB 5.1 21.04 +0.44 .0942 SPDRPtfLtTrea SPTL 3.5 25.86 +0.76 .0792 SPDRPtfMtgBkdBd SPMB 3.4 20.59 +0.14 .0605 SPDRS&P500Value SPYV 2.0 41.17 +0.08 .2015 SPDRPtfS&P1500 SPTM 1.6 52.84 +0.23 .2059 SPDRPtfS&P500 SPLG 1.6 50.73 +0.24 .1981 SPDRS&P500Growth SPYG 1.1 60.44 +0.42 .1794 SPDRS&P500HiDiv SPYD 5.2 34.57 +0.44 .4409 SPDRPtfS&P400MC SPMD 1.6 42.77 –0.24 .1758 SPDRPtfS&P600SC SPSM 1.5 35.67 –0.38 .0588 SPDRPtfSTCpBd SPSB 3.6 29.26 +0.05 .1063 SPDRShtTermTrea SPTS 3.2 28.69 +0.05 .0907 SPDR PtfTIPS SPIP 3.5 24.80 +0.38 .0448 SPDRS&PBank KBE 3.8 35.98 –0.33 .3679 SPDR S&P 500 SPY 1.5 431.50 +1.96 1.5832 SPDRS&PGlbNatRes GNR 4.1 55.35 +1.05 .9269 SPDR S&P Home XHB 1.0 74.17 –0.78 .1895 SPDRS&PInsurance KIE 1.6 43.13 +0.43 .1568 SPDR S&P Metals XME 1.7 50.44 –0.37 .1681 SPDRS&PRegionalBkg KRE 3.8 40.42 –0.67 .3754 SchwabEM Equity SCHE 3.1 23.84 –0.02 .1273 SchwabFundEmgLrg FNDE 5.3 26.14 +0.17 .2676 SchwabFundIntLrgCo FNDF 3.2 31.32 +0.08 .3811 SchwabFundUSLrgCo FNDX 2.0 55.86 +0.34 .2749 SchwabIntmUSTrsr SCHR 3.1 47.81 +0.35 .1389 SchwabIntEquity SCHF 3.0 33.70 –0.01 .3926 SchwabIntlSC SCHC 2.3 31.39 –0.29 .165 SchwabSrtTRmUSTrsr SCHO 3.3 47.83 +0.08 .1626 SchwabUS AggrBd SCHZ 3.2 44.01 +0.41 .1394 SchwabUS BrdMkt SCHB 1.5 50.10 +0.14 .1902 SchwabUS Div SCHD 3.7 70.32 +0.69 .6545 SchwabUS LC SCHX 1.5 50.98 +0.17 .1922 SchwabUS LC Grw SCHG .5 74.62 +0.22 .0836 SchwabUS LC Val SCHV 2.6 63.74 +0.24 .4192 SchwabUS MC SCHM 1.7 66.36 –0.30 .2596 SchwabUS REIT SCHH 3.5 17.76 +0.35 .1409 SchwabUS SC SCHA 1.6 40.02 –0.52 .1541 Schwab US TIPs SCHP 3.9 50.42 +0.73 .1289 SimplifySTTrea TUA 4.6 21.88 +0.08 .10 SimplifyTailRisk CYA 19.8 3.80 –0.39 .05 SimplifyVolPrem SVOL 17.2 22.20 –0.09 .30 SPDR S&PMdCpTr MDY 1.3 446.09 –2.50 1.5547 SPDR S&P Biotch XBI .0 69.60 –2.63 .0026 SPDR S&P Div SDY 2.8 113.72 +0.64 .7928 SPDRS&POil&Gas XOP 2.4 148.56 +9.11 .7724 SPDR S&P Retail XRT 2.1 58.63 –0.19 .1711 SprottUranium URNM ... 43.31 –2.00 ... TechSelectSector XLK .8 168.63 +0.41 .3603 TeucriumWheatFd WEAT ... 5.81 +0.02 ... USGlobalJets JETS ... 15.90 –0.87 ... UtilitiesSelSector XLU 3.6 59.30 +2.05 .5216 VanEckGoldMin GDX 1.6 28.95 +2.06 .4762 VanEck IG FR FLTR 5.5 25.18 ... .1272 VanEckJPMEMLCBd EMLC 6.3 23.62 +0.31 .1259 VanEckJrGoldMin GDXJ .5 33.89 +2.06 .1825 VanEckMerkGoldTr OUNZ ... 18.67 +0.97 ... VanEckOilSvcs OIH .8 345.01 +19.93 2.8887 VanEckPfdxFin PFXF 7.8 16.06 +0.14 .1061 VangdInfoTech VGT .8 423.04 –1.16 .8814 VangdSC Val VBR 2.4 155.37 –0.70 .875 VangdDivApp VIG 2.0 155.94 +0.93 .7705 VangdEnergy VDE 3.4 125.78 +5.71 .866 VangdExtDuratn EDV 4.1 68.27 +3.25 .7372 VangdFTSEAWxUS VEU 3.2 51.54 –0.01 .30 VangdFTSEDevMk VEA 3.2 43.30 –0.06 .3099 VangdFTSE EM VWO 3.1 39.03 –0.07 .3275 VangdFTSE Europe VGK 3.4 57.59 –0.09 .2606 VangdFTSE Pac VPL 3.0 66.04 –0.16 .2784 VangdFinls VFH 2.5 80.10 +0.17 .5048 VangdGrowth VUG .6 278.19 +0.26 .3759 VangdHiDiv VYM 3.3 102.46 +1.15 .7846 VangdIntermBd BIV 3.1 72.05 +0.78 .2056 VangdLongTermBd BLV 4.5 66.29 +1.59 .2499 VangdMegaGrwth MGK .5 232.79 +0.33 .3158 VangdMC VO 1.7 206.62 +0.20 .7778 VangdMC Val VOE 2.5 129.59 +0.56 .7219 VangdRealEst VNQ 4.8 75.49 +1.17 .7268 VangdS&P500ETF VOO 1.6 396.42 +1.86 1.4925 VangdST Bond BSV 2.2 75.08 +0.19 .1718 VangdSC VB 1.8 184.18 –1.33 .7353 VangdTaxExemptBd VTEB 2.8 48.16 +0.64 .1241 VangdTotalStk VTI 1.6 213.53 +0.57 .7984 VangdTotWrldStk VT 2.1 93.12 +0.08 .4055 VangdValue VTV 2.7 137.31 +1.25 .8971 WT Bbg USD Bull USDU 1.0 27.85 +0.11 .2754 WisdTrFRTrea USFR 4.7 50.42 +0.05 .224 WisdTrIndiaEarn EPI .2 36.84 –0.18 .06 WT JapanHdg DXJ 2.9 87.02 +0.75 .0115 XtrksHarvCSI300 ASHR 1.2 25.48 –0.28 .3162 XtrksMSCIEAFE DBEF 5.0 34.82 +0.12 1.6133 XtrkUSDHYCpBd HYLB 6.0 33.47 +0.05 .1803 YieldMaxTSLAOpt TSLY 64.3 13.46 –0.39 .5769 Tick Div Name Sym Yld Last Chg. Amt. Bats ARKGenomicRev ARKG ... 25.12 –1.15 ... BlkRkShMaturityBd NEAR 4.0 49.81 +0.06 .1979 BlkRkUltShBd ICSH 4.3 50.28 +0.06 .201 DimenIntlCore2 DFIC 2.7 23.03 –0.05 .1773 DimenIntlHiProf DIHP 2.3 23.16 +0.10 .1692 FTCboeVestBf BUFR ... 24.68 +0.14 ... FTCboeVestFdDpBf BUFD ... 21.44 +0.12 ... FTCboeS&P500Div KNG 12.9 48.66 +0.09 .5549 FTCboeUSBuffFeb FFEB ... 39.28 +0.16 ... GlbXUSInfrDevt PAVE .7 29.97 –0.28 .08 GS PhysGold AAAU ... 19.11 +0.98 ... InnovS&P500PwrO POCT ... 34.15 +0.12 ... InvscRuss1000Dyn OMFL 1.7 45.31 –0.15 .2059 iPathS&P500VIX VXX ... 25.32 +1.68 ... iShBrdUSDHYCpBd USHY 6.9 34.23 +0.04 .1981 iShConvBond ICVT 1.8 72.95 –0.17 .12 iShCoreMSCIEAFE IEFA 2.5 63.73 –0.22 1.284 iShCurrMSCIEAFE HEFA 2.2 30.02 +0.12 .5543 iShIntlSelDiv IDV 7.2 25.21 ... .5085 iShUSAero&Def ITA .9 108.66 +4.57 .2246 iShUSHomeConstrn ITB .7 75.50 –0.85 .1505 iShEdgeMSCIMinEAFE EFAV 2.8 64.94 –0.02 1.3113 iShEdgeMSCIMinVlEM EEMV 2.3 52.82 –0.60 .4731 iShEdgeMSCIMinUSA USMV 1.8 72.94 +0.70 .387 iShEdgeMSCIUSAMom MTUM 1.8 140.81 +0.30 .4088 iShEdgeMSCIUSAQual QUAL 1.3 134.76 +1.37 .5104 iShExpTechSftwr IGV .0 349.28 +0.58 .0255 iShFRBd FLOT 5.3 50.72 +0.01 .247 iShIntlAggBd IAGG 2.2 48.89 +0.46 1.0817 iShMSCIChileCap ECH 7.4 24.93 +0.25 1.1681 iShMSCIEurozone EZU 2.5 41.46 –0.62 .8619 iShMSCIEAFEGrowth EFG 1.3 86.12 –0.24 .9188 iShMSCIIndia INDA .2 44.46 –0.12 .0801 iShMSCIEAFEValue EFV 3.8 48.39 +0.03 1.3156 iShMtgRealEst REM 10.8 21.21 +0.15 .5611 iSh25+YTrStrip GOVZ 4.6 10.27 +0.56 .0358 iSh20+YTrBdBuy TLTW 18.6 28.34 +0.91 .2882 iShUSTreasuryBd GOVT 2.6 21.99 +0.22 .0486 JPMBetaJapan BBJP 1.4 49.68 +0.20 .6803 JPMCorePlusBd JCPB 4.4 44.40 +0.43 .1849 JPMUltShMuni JMST 2.8 50.44 +0.10 .1445 -1xShVIXFutures SVIX ... 24.95 –2.24 ... PacerUSCashCows100 COWZ 2.1 49.26 +0.93 .3004 PacerUSSCCash100 CALF 1.3 40.54 +0.14 .1509 ProShS&P500Arist NOBL 2.2 87.29 +0.17 .5211 ProShShtVIXST SVXY ... 82.08 –3.33 ... ProShUltVIXST UVXY ... 18.11 +1.65 ... ProShVIXSTFut VIXY ... 25.37 +1.75 ... 2xLongVIXFut UVIX ... 40.05 +4.65 ... VanEckAMTFrLgMun MLN 3.3 16.83 +0.52 .052 VanEckHYMuni HYD 4.3 49.09 +0.88 .2012 VanEckIntermMuni ITM 2.4 44.29 +0.68 .0882 VanEckMstrWdMoat MOAT 1.1 74.74 –0.49 .8119 VanEckVietnam VNM .8 13.70 +0.33 .0034 VangdUltShrtBd VUSB 3.9 49.08 +0.02 .196 NASDAQ AXS1.25XNVDABr NVDS .7 37.45 +0.32 11.2955 AXSShInnovDly SARK .0 41.56 +1.46 13.748 AXSTSLABrDly TSLQ 1.4 32.29 +1.16 2.0285 DefNasdaq100Enh QQQY 70.3 18.78 +0.16 1.10 DirexTSLABr1x TSLS 3.5 19.36 +0.68 .1797 DirexTSLABl1.5x TSLL 1.8 15.46 –0.91 .1126 FT CapStrength FTCS 1.4 74.48 +0.77 .215 FT EnhShtMat FTSM 4.2 59.57 +0.09 .247 FT GlTactCommod FTGC 12.8 23.91 +0.62 .1875 FT LowDurOpp LMBS 3.5 47.12 +0.17 .18 FT NasdCybersec CIBR .3 46.04 +0.17 .0088 FTRisingDivAch RDVY 2.5 45.39 +0.09 .2241 FT SMID CapRising SDVY 2.4 27.65 –0.08 .0982 FT TCW Opp FIXD 4.2 41.92 +0.45 .165 FT TacticalHY HYLS 6.3 39.00 +0.43 .215 GlbXAI&Tech AIQ .3 27.11 –0.28 .0303 GlbXNasd100Cv QYLD 11.9 17.13 +0.10 .1719 GlbX Robotics&AI BOTZ .2 24.29 –0.44 .0532 GrShr1.5xLgNVDADly NVDL ... 90.21 –1.04 ... InvscActMgdETC PDBC 13.0 14.87 +0.55 1.9283 InvscBS25CpBd BSCP 3.2 20.14 +0.02 .0584 InvscBS24CpBd BSCO 2.8 20.73 +0.02 .0483 InvscBS26CpBd BSCQ 3.4 18.82 +0.05 .0566 InvscBS23CpBd BSCN 2.9 21.28 +0.02 .0772 InvscHYEquDivAch PEY 4.8 18.74 +0.10 .077 InvscIntlDivAch PID 3.6 16.52 +0.08 .1728 InvscKBWBank KBWB 4.1 38.99 +0.05 .4053 InvscNasd100 QQQM .7 150.27 +0.28 .2448 InvscQQQI QQQ .6 365.28 +0.58 .5355 iShBiotech IBB .3 121.63 –0.85 .1532 iShBrdUSDInvCpBd USIG 4.0 47.81 +0.51 .1676 iShCoreMSCITotInt IXUS 2.5 59.46 –0.08 .9815 iShCore1-5YUSDBd ISTB 2.8 46.30 +0.14 .1245 iShCoreS&PUSGrw IUSG 1.1 96.50 +0.64 .3496 iShCoreS&PUSValue IUSV 2.0 74.30 +0.08 .4426 iShCoreTotalUSDBd IUSB 3.4 43.46 +0.37 .1336 iShESGAwareMSCI ESGD 2.4 68.66 –0.11 1.3665 iShESGAwareEM ESGE 2.5 30.29 +0.11 .2272 iShESGAwareUSA ESGU 1.6 94.67 +0.41 .3992 iShESGUSDCorpBd SUSC 3.9 21.62 +0.23 .0734 iShFallAngelsUSDBd FALN 5.7 24.44 +0.09 .1206 NOTICE TO READERS: Listed are the top 500 ETF’s based on weekly volume. Tick Div Name Sym Yld Last Chg. Amt. InvscDBUSDBull UUP .8 29.93 +0.19 .2466 InvscEMSovDebt PCY 7.0 17.93 +0.22 .1114 InvscFinlPfd PGF 6.3 13.43 –0.05 .0699 InvscFTSEUS1000 PRF 2.0 31.70 +0.19 .1582 InvscNatAMTFrMuni PZA 3.0 22.33 +0.41 .054 InvscPreferred PGX 7.8 10.45 –0.03 .057 InvscS&P500EW RSP 1.8 140.29 +0.29 .6376 InvscS&P500EWTech RSPT .7 28.13 –0.16 .0441 InvscS&P500GARP SPGP 1.2 91.72 +1.72 .3402 InvscS&P500HiBeta SPHB .8 68.56 –0.79 .1747 InvscS&P500HiDiv SPHD 4.7 38.85 +0.65 .1789 InvscS&P500LowVol SPLV 2.5 58.72 +0.45 .1386 InvscS&P500Qual SPHQ 1.6 50.62 +0.38 .1825 InvscS&P500Top50 XLG 1.1 34.63 +0.12 .0867 InvscSrLoan BKLN 8.5 21.02 +0.11 .1698 InvscSolar TAN ... 48.33 +0.60 ... InvscTaxMuniBd BAB 3.8 25.17 +0.36 .0833 InvscUltShDur GSY 4.2 49.80 +0.07 .2163 InvscVarRtPfd VRP 6.1 22.02 +0.07 .1052 InvscWildClnEngy PBW 5.2 29.13 –0.25 .1921 iShCalifMuniBd CMF 2.3 54.94 +0.82 .1164 iShChinaLC FXI 2.3 26.48 +0.25 .1544 iShCoreDivGrowth DGRO 2.6 49.38 +0.39 .3882 iShCoreHiDiv HDV 4.2 97.38 +0.91 .7964 iShCoreMSCIEM IEMG 2.4 47.41 –0.03 .4832 iShCoreMSCIEur IEUR 3.1 49.35 –0.10 1.1748 iShMSCIIntlDev IDEV 2.5 57.69 –0.11 1.0833 iShCoreS&P500 IVV 1.5 433.41 +2.04 1.987 iShCoreS&P MC IJH 1.6 243.58 –1.28 1.1382 iShCoreS&P SC IJR 1.7 91.22 –0.93 .4592 iShCoreS&PTotUS ITOT 1.6 94.65 +0.20 .443 iShCoreUSAggBd AGG 3.1 93.64 +0.89 .2573 iShUSMedDevices IHI .6 45.37 –2.66 .1157 iShEurope IEV 2.7 47.55 –0.02 1.1033 iShFrontier FM 1.9 26.13 +0.37 .4276 iShGlobalEnergy IXC 4.4 41.18 +1.86 .7129 iShGlobalREIT REET 2.6 21.00 +0.18 .2679 iShGoldTr IAU ... 36.50 +1.86 ... iShiBdsDec30Cp IBDV 4.1 20.29 +0.22 .0762 iShiBdsDec25Cp IBDQ 3.1 24.37 +0.04 .0671 iShiBdsDec24Cp IBDP 2.8 24.72 +0.02 .062 iShiBdsDec26Cp IBDR 3.3 23.29 +0.06 .0693 iShiBdsDec23Cp IBDO 3.3 25.32 +0.03 .0935 iShiBoxx$HYCpBd HYG 6.0 72.75 +0.06 .3852 iShiBoxx$IGCpBd LQD 4.2 101.38 +1.40 .399 iShLatinAmer40 ILF 9.2 24.95 +0.54 .4787 iShMSCIAustralia EWA 4.0 21.16 –0.26 .4168 iShMSCIBrazil EWZ 9.2 30.23 +0.88 .7562 iShMSCICda EWC 2.5 33.18 +0.41 .346 iShMSCI EAFE EFA 2.3 68.43 –0.09 1.3113 iSh MSCI EM EEM 2.4 37.86 +0.03 .3101 iShMSCIFrance EWQ 2.7 34.71 –0.74 .8174 iShMSCIGermany EWG 3.0 25.68 –0.41 .7587 iShMSCIHongKong EWH 3.4 17.27 –0.07 .3131 iShMSCIIndonesia EIDO 3.3 21.73 –0.26 .4814 iShMSCIIntlQual IQLT 2.3 33.73 +0.15 .4842 Tick Div Name Sym Yld Last Chg. Amt. iShMSCIIntlValue IVLU 3.7 24.91 –0.05 .6309 iShMSCIItaly EWI 3.8 30.07 –0.04 .7344 iShMSCIJapan EWJ .9 59.58 +0.20 .4306 iShMSCIMalaysia EWM 2.8 20.84 +0.28 .3652 iShMSCIMexico EWW 2.3 54.84 +0.13 .4584 iShMSCIPacxJpn EPP 3.9 39.36 –0.44 .8146 iShMSCIPoland EPOL 1.5 17.91 +0.82 .2684 iShMSCISaudiArabia KSA 2.4 36.70 –1.70 .4889 iShMSCISingapore EWS 4.9 18.12 –0.13 .6803 iShMSCISouthAfrica EZA 3.5 38.47 +1.50 .6807 iShMSCISthKorea EWY 1.2 58.76 +0.15 .6974 iShMSCISweden EWD .6 33.29 +0.18 .1979 iShMSCISwitz EWL 2.3 44.05 +0.52 1.0215 iShMSCITaiwan EWT 5.2 45.51 –0.06 7.5576 iShMSCIUSAESGSel SUSA 1.5 90.15 +0.19 .3951 iShMSCIUK EWU 3.5 31.67 +0.19 .6224 iShNatlMuniBd MUB 2.7 102.65 +1.09 .2418 iShRuss2000Val IWN 2.4 131.16 –0.94 .9414 iShRussMC IWR 1.6 68.40 –0.08 .3255 iShRussMCGrowth IWP .7 90.84 –0.44 .18 iShRussMCValue IWS 2.0 102.84 +0.15 .5817 iShRuss1000 IWB 1.4 236.85 +0.90 1.0061 iShRuss1000Grw IWF .7 272.27 +0.79 .5138 iShRuss1000Val IWD 2.2 150.17 +0.60 .9856 iShRussell2000 IWM 1.6 170.27 –2.73 .8289 iShRuss2000Gw IWO .8 215.33 –5.10 .4549 iShS&P500Grw IVW 1.0 69.78 +0.49 .2228 iShS&P500Value IVE 1.9 153.40 +0.29 .84 iShS&PGSCIComm GSG ... 22.26 +0.92 ... iShS&PSC600Value IJS 1.8 85.57 –0.77 .523 iShShtNatlMuniBd SUB 1.6 103.18 +0.56 .1668 iShSilver SLV ... 20.78 +1.05 ... iShTIPSBondETF TIP 2.6 103.64 +1.52 .1715 iSh10-20YTreasBd TLH 4.1 97.56 +2.48 .356 iSh10+YIGCpBd IGLB 5.1 46.66 +0.96 .2132 iShTreaFRBd TFLO 4.5 50.62 +0.04 .2133 iShUS Energy IYE 2.9 47.11 +2.11 .3321 iShUSRealEst IYR 3.2 78.12 +1.35 .9004 iShUSTech IYW .4 108.05 +0.08 .0887 iSh0-5YHYCorpBd SHYG 6.6 40.56 +0.04 .2344 iSh0-5YTIPSBd STIP 2.7 97.12 +0.71 .1572 iSh0-3MTreaBd SGOV 4.1 100.45 +0.08 .4118 JanusHendersonAAA JAAA 5.7 50.08 +0.04 .2764 JanusHendMtg JMBS 4.5 42.91 +0.30 .1692 JanusHenShrtDur VNLA 6.1 47.92 +0.10 .1711 JPMEquityPrem JEPI 9.8 53.46 +0.45 .3633 JPM USQualFactor JQUA 1.3 43.67 +0.25 .141 JPM UltShIncm JPST 2.2 50.08 +0.06 .212 KraneCSICnInt KWEB ... 27.28 –0.33 ... MatlsSelSector XLB 2.1 77.64 –0.35 .3923 MicroFang-3xInv BERZ ... 6.89 +0.09 ... MicroFANG-3XInvr FNGD ... 9.04 +0.17 ... MicroFang+3x FNGU ... 161.96 –3.39 ... MicroGold3XInvr GDXD ... 5.97 –1.59 ... MicroGold3xLvgd GDXU ... 28.22 +5.11 ... MicroUSBigBk3X BNKU ... 12.67 +0.29 ... PGIMUltraShBd PULS 4.9 49.36 +0.05 .2239 Pimco25+YrZC ZROZ 4.0 70.89 +3.65 .71 PimcoEnhShMat MINT 4.4 99.90 +0.10 .451 ProShBitcoin BITO 19.7 13.62 –0.67 .074 ProShShBitcoin BITI 1.7 21.24 +0.97 .0451 ProShShtDow30 DOG 3.2 33.26 –0.20 .3947 ProShShortHY SJB 2.9 18.66 +0.02 .176 ProShShrtQQQ PSQ .5 10.71 –0.01 .1432 ProShShRuss2000 RWM .4 25.16 +0.40 .2703 ProShShrtS&P500 SH 3.6 14.38 –0.05 .1652 ProShSh20+Tr TBF 3.1 25.38 –0.83 .2157 ProShUltBlmCrude UCO ... 34.39 +4.18 ... ProshUltBlmNatGas BOIL ... 68.05 –0.79 ... ProShUltraQQQ QLD .2 61.43 +0.12 .1092 ProShUltRus2000 UWM .5 28.01 –0.94 .0155 ProShUltraS&P SSO .3 54.25 +0.45 .1815 ProShUltSilver AGQ ... 25.52 +2.47 ... ProShUltDow30 UDOW 1.4 54.29 +1.18 .1546 ProShUltRus2000 URTY .4 29.93 –1.61 .0414 ProShUltS&P500 UPRO 1.0 42.09 +0.49 .0561 ProShUltShDow30 SDOW .4 25.83 –0.54 .2587 ProShShtRus2000 SRTY 2.1 52.89 +2.32 .3742 ProShUltSh&P500 SPXU 4.2 11.63 –0.14 .174 ProShUltBloomCrd SCO ... 16.88 –2.55 ... ProShUltShBlmGas KOLD ... 46.80 +0.50 ... ProShUltDow30 DXD 1.6 42.52 –0.58 .3439 ProShUltShEur EPV 1.9 11.00 +0.03 .0683 ProShUltShQQQ QID .3 13.49 –0.03 .1763 ProShUltShRus2000 TWM 2.1 16.81 +0.52 .1268 ProShUltShS&P500 SDS 3.6 36.55 –0.26 .493 ProShUltShSilver ZSL ... 20.35 –2.38 ... ProShUltraSh20+ TBT 2.8 39.81 –2.82 .311 QuadIntRtVol IVOL 3.8 20.73 –0.30 .0613 RPAR RiskParity RPAR 2.7 17.43 +0.48 .1454 RealEstSectorSPDR XLRE 3.9 34.34 +0.78 .291 SPDRBlackSrLoan SRLN 7.9 41.65 +0.24 .32 SPDRBBCpBd SPBO 4.8 27.44 +0.31 .1166 SPDRBlmCvSecs CWB 2.3 66.82 –0.15 .1212 SPDRBlmEMLocBd EBND 5.7 19.59 +0.17 .0947 SPDR Blm HY Bd JNK 6.8 89.17 +0.13 .5108 SPDRBbgIntTrBd BWX 1.7 21.13 +0.20 .0314 SPDRBlmInvGrdFR FLRN 5.1 30.63 +0.02 .1484 SPDRBB1-10YTIPS TIPX 3.2 18.11 +0.20 .0345 SPDRBbg1-3MTB BIL 4.4 91.62 +0.09 .3943 SPDRBlmSTHYBd SJNK 7.3 24.16 +0.03 .1609 SPDR 3-12MT-Bill BILS 4.6 99.22 +0.10 .4254 SPDRDoubleTRTact TOTL 5.2 38.36 +0.40 .1546 SPDR DJIA Tr DIA 2.0 336.68 +2.58 .9231 Tick Div Name Sym Yld Last Chg. Amt. iSh5-10YIGCorpBd IGIB 3.8 48.42 +0.55 .1676 iShGlbCleanEner ICLN 1.1 14.00 +0.18 .1246 iShGlbInfr IGF 2.8 42.65 +0.90 .6754 iShiBdsDec25Trea IBTF 3.8 23.05 +0.03 .0766 iShiBdsDec24Trea IBTE 3.9 23.81 +0.02 .0835 iShiBdsDec23Trea IBTD 4.2 24.77 +0.02 .104 iShIntlTreasuryBd IGOV ... 37.17 +0.18 ... iShJPMUSDEmBd EMB 5.2 81.30 +0.56 .3533 iShMBS MBB 3.4 87.95 +0.63 .2904 iShMSCIACWI ACWI 1.8 92.77 +0.29 .9529 iShMSCIACWIxUS ACWX 2.5 46.77 +0.05 .7978 iShMSCIACxJpn AAXJ 1.5 63.78 +0.03 .3966 iShMSCIBrazilSC EWZS 3.9 12.61 +0.20 .1692 iShMSCIChina MCHI 1.9 43.17 +0.05 .4292 iShMSCIEAFESC SCZ 1.8 54.63 –0.84 .9993 iShMSCIEMxChina EMXC 2.5 49.67 –0.01 .376 iShMSCIEurFinls EUFN 4.3 18.74 –0.20 .7288 iSh1-5YIGCorpBd IGSB 3.1 49.73 +0.14 .1432 iSh1-3YTreaBd SHY 2.7 80.93 +0.12 .2091 iShPfd&Incm PFF 7.3 28.92 +0.05 .1608 iShSelectDiv DVY 4.1 106.68 +1.43 1.4646 iShSemiconductor SOXX .9 476.69 –3.50 1.6658 iSh7-10YTreaBd IEF 2.9 91.24 +1.17 .2389 iShShortTreaBd SHV 4.2 110.26 +0.11 .4649 iSh3-7YTreaBd IEI 2.2 112.98 +0.65 .2427 iSh20+YTreaBd TLT 3.7 87.61 +2.82 .28 JPMNasdEqPrem JEPQ 11.8 47.26 +0.13 .4172 ProShUltPrQQQ TQQQ 1.4 37.41 +0.06 .1386 ProShUltShQQQ SQQQ 4.9 19.30 –0.06 .324 USTrea3mBill TBIL 4.5 49.97 +0.05 .2214 VanEckGlFallAnglHY ANGL 5.5 26.66 +0.07 .1363 VanEckSemicon SMH ... 148.38 +0.03 ... VangdEM GovBd VWOB 5.9 58.32 +0.45 .2966 VangdIntrCorpBd VCIT 3.8 75.61 +0.87 .264 VangdIntermTrea VGIT 2.6 57.00 +0.40 .138 VangdIntlDivApp VIGI 2.2 71.92 +0.45 .1822 VangdIntlHiDiv VYMI 4.6 61.42 +0.25 .6826 VangdLTCorpBd VCLT 5.2 70.92 +1.48 .326 VangdLongTrea VGLT 3.6 54.86 +1.61 .1765 VangdMBS VMBS 3.3 43.37 +0.33 .136 VangdRuss1000Grw VONG .8 70.06 +0.20 .1282 VangdRuss1000Val VONV 2.2 65.94 +0.30 .3883 VangdRuss2000 VTWO 1.7 68.85 –1.11 .3202 VangdSTCpBd VCSH 2.9 75.00 +0.23 .2147 VangdShtTmInfltn VTIP 3.9 47.11 +0.33 .3419 VangdShortTrea VGSH 2.9 57.54 +0.08 .1788 VangdTotalBd BND 3.1 69.45 +0.67 .1925 VangdTotIntlBd BNDX 2.0 47.96 +0.47 .0793 VangdTotIntlStk VXUS 3.1 53.09 –0.07 .2952 WisdTrUSQltyDiv DGRW 1.9 64.00 +0.51 .155 NYSE ARCA AGF USMktNeut BTAL 1.0 20.46 +0.32 .2132 ARK Innovation ARKK ... 37.77 –1.44 ... abrdnPhysGold SGOL ... 18.44 +0.94 ... abrdnPhysSilver SIVR ... 21.73 +1.11 ... AdvShPureUSCan MSOS ... 7.04 –0.04 ... AlerianMLPETF AMLP 7.6 42.39 +1.56 .83 AmplifyHiIncm YYY 13.2 10.93 +0.03 .12 ArkFinInnov ARKF ... 18.73 –0.71 ... AvantisEM AVEM 2.8 52.79 +0.22 .5818 AvantisIntlSCValue AVDV 3.4 56.17 –0.40 1.1645 AvantisUSSCValue AVUV 1.9 75.80 +0.20 .3575 BreakwDryBulk BDRY ... 5.87 –0.04 ... CapGrpCore CGUS 1.3 25.39 +0.15 .0824 CapitalGrpDivVal CGDV 1.8 26.56 +0.23 .1165 CapGrpGlbGrw CGGO .8 23.03 +0.01 .1126 CapitalGrpGrw CGGR .4 24.64 –0.07 .0529 CapGrpIntlFocus CGXU 1.2 21.75 +0.12 .1406 CommSvsSPDR XLC .8 67.07 +0.16 .1678 CnsmrDiscSelSector XLY .9 158.97 –1.64 .3053 CnsStapleSelSector XLP 2.8 66.80 +0.13 .4852 DimenCoreFxIncm DFCF 4.1 40.35 +0.30 .1559 DimenEmgCore DFAE 2.9 22.43 ... .286 DimenEMCore2 DFEM 2.7 23.18 –0.01 .2904 DimenGlbRealEstate DFGR 2.4 22.33 +0.30 .1959 DimenIntlCore DFAI 2.8 25.86 –0.02 .1404 DimenIntlValue DFIV 4.1 32.17 +0.03 .2892 DimenUSCore DFAU 1.4 30.07 +0.09 .1047 DimenUSCoreEq2 DFAC 1.4 26.14 +0.05 .0967 DimenUSHiProf DUHP 1.6 26.01 +0.30 .1245 DimenUSSCValue DFSV 1.5 24.53 –0.12 .102 DimenWorldexUS DFAX 3.3 22.24 –0.03 .2142 DirexAeroBl3 DFEN 1.4 15.93 +1.77 .0607 DirexCSIChinaInt CWEB 1.2 34.43 –1.00 .175 DirexDJBear3X WEBS 4.3 14.50 +0.58 .1617 DirexDJBull3X WEBL .0 9.77 –0.42 .0001 DirexEnerBr2x ERY 4.1 24.89 –2.36 .238 DirexEnerBull2x ERX 2.7 65.24 +5.35 .4526 DirexChinaBr3 YANG 3.0 10.91 –0.34 .0899 DirexChinaBl3 YINN 3.3 28.40 +0.62 .0653 DirexFinlBear3 FAZ 2.9 20.06 –0.17 .149 DirexFinlBull3 FAS 2.4 58.42 +0.67 .2928 DirexGoldMinBr2 DUST 3.1 12.59 –2.11 .1367 DirexGoldMinBl2 NUGT .8 30.63 +3.99 .1103 DirexHmbldrBull3 NAIL .4 48.26 –2.06 .0362 DirexJrGoldMinBr2 JDST 1.5 7.36 –1.09 .0813 DirexJrGoldMnBl2 JNUG 1.5 27.90 +3.10 .1315 DirexRealEstBr3 DRV 2.8 58.74 –4.56 .4094 DirexRealEstBl3 DRN 3.5 6.93 +0.43 .0653 DirexRegBksBl3x DPST 3.6 48.56 –2.70 .4622 DirexRetailBull3 RETL 2.2 5.16 –0.07 .0221 DirexS&P500Br3 SPXS 3.6 15.40 –0.18 .1585 DirexS&PBiotechBr3 LABD 2.6 23.40 +2.29 .1915 Selected ETF Leaders SPDR Gold Shares (GLD) 5.38% Vanguard Total Bond Market (BND) 0.97 Vanguard Dividend Appreciation (VIG) 0.60 SPDR S&P 500 ETF Trust (SPY) 0.46 Vanguard Total Stock Market (VTI) 0.27 Invesco QQQ Trust (QQQ) 0.15 Vanguard FTSE Developed Markets (VEA) -0.14 Vanguard FTSE Emerging Markets (VWO) -0.18 iShares Core MSCI EAFE (IEFA) -0.34 iShares Core S&P Small Cap (IJR) -1.01 Source: Barron’s Statistics For personal non-commercial use only. 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October 16, 2023 BARRON’S 43 DATA MUTUAL FUNDS DATA PROVIDED BY LIPPER BARRONS.COM/DATA 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 distributions are reinvested in the fund. Because Lipper is constantly updating 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 frontor 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. 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. A AAM: B&GIncGroClI 21.31 0.19 -2.5 18.4 AB Funds: CapFdInc.LCapGow84.35 -0.06 20.8 17.2 MuniIncmShares 10.32 0.14 -1.4 -2.2 AB Funds - A: LgCpGrA 74.91 -0.05 20.5 16.0 RelatValA 6.04 0.04 3.1 43.9 AB Funds - ADV: GlbBd 6.55 0.05 0.2 -11.1 HiIncmAdv 6.51 0.03 5.9 5.0 IntlStraEquPtADV 10.95 0.04 4.3 2.0 LgCpGrAdv 84.42 -0.05 20.7 16.9 NationalPtf 9.19 0.10 -0.4 -4.7 SelectUSLgShrt 12.91 0.05 5.0 15.7 SmMidCpValAdv 19.99 -0.21 -1.3 34.5 Aberdeen Fds: EmMktEqty Inst12.42 0.08 -0.6 -17.3 Advisers Inv Trst: Balanced n 83.82 0.59 6.7 21.0 Growth n 103.81 0.75 8.8 32.9 Akre Funds: AkreFocusInst 53.38 0.12 11.0 10.2 AkreFocusRtl 51.35 0.11 10.8 9.3 AmanaGrowth n: AmanaGrowth n 64.79 0.80 13.2 30.0 Amer Beacon Insti: SmCpInst 22.56 -0.19 0.6 46.2 American Century G: GlBond 8.30 0.08 0.5 -10.9 Sustain Equity 43.81 0.31 13.0 27.0 American Century I: EqInc 8.39 0.02 -2.5 18.4 Growth 46.87 0.18 28.1 17.2 IntTF 10.33 0.10 -0.5 -3.9 MdCapVal 14.61 0.08 -4.2 30.7 SmCapVal 8.92 -0.12 -1.5 43.0 American Century Inv: DiscCoreVal n 30.00 0.18 -1.0 14.7 EqGro n 24.52 0.16 12.3 14.5 EqInc n 8.38 0.03 -2.6 17.7 Grwth n 45.44 0.17 27.9 16.5 Heritage n 19.45 -0.25 6.4 -4.3 MdCapVal n 14.59 0.08 -4.4 30.0 OneChMod n 13.16 0.04 3.3 3.5 Select n 96.24 0.17 27.8 19.8 Ultra n 70.57 -0.06 27.9 13.6 American Century R6: AmCentUltraFdR6 75.33 -0.06 28.3 14.8 MdCapVal 14.61 0.08 -4.0 31.3 SmCpVal 8.92 -0.12 -1.4 43.7 American Funds Cl A: 2020TarRetA 12.37 0.11 1.6 4.2 2025TarRetA 13.82 0.11 2.7 4.8 2030TarRetA 15.14 0.10 4.2 6.8 2035TarRetA 16.35 0.10 5.8 9.9 2040TarRetA 17.07 0.09 7.2 11.6 2045TarRetA 17.45 0.08 7.6 11.7 2050TarRetA 17.12 0.07 8.1 11.4 AmcpA 34.38 -0.14 14.6 8.2 AMutlA 47.84 0.39 0.1 25.3 BondA n 10.83 0.09 -2.2 -14.3 BalA 29.78 0.35 4.6 11.7 CapIBA 61.53 0.70 -0.3 14.0 CapWA n 15.31 0.09 -3.2 -21.5 CapWGrA 55.20 0.29 8.5 13.9 EupacA 51.25 0.23 4.8 -4.9 FdInvA 66.39 0.53 12.1 24.5 GBalA 33.04 0.18 3.0 3.8 GovtA n 11.55 0.08 -3.3 -14.4 GwthA 59.64 -0.08 20.5 9.6 HI TrA n 8.95 0.05 4.0 7.9 HiInMuniA n 14.02 0.14 0.2 -3.3 ICAA 46.43 0.21 13.7 28.8 IncoA 21.92 0.29 -0.9 15.5 IntBdA n 12.10 0.04 -0.1 -8.0 IntlGrIncA 32.80 0.18 5.1 12.2 LtdTEBdA n 14.76 0.08 -0.5 -4.1 N PerA 53.16 0.12 12.4 9.6 NEcoA 50.12 0.26 15.2 0.4 NwWrldA 70.45 0.17 6.0 -1.3 SmCpA 57.40 -0.63 2.3 -8.9 STBFA n 9.37 0.00 1.6 -3.0 TECAA n 15.74 0.19 -0.9 -6.1 TxExA n 11.75 0.13 -0.3 -5.4 WshA 53.56 0.73 6.8 35.2 AMG Managers Funds: YachtmanFocFd I19.04 0.32 5.5 32.9 YacktFocFd N n 19.09 0.32 5.4 32.2 YacktmanFd I 22.24 0.36 5.3 35.6 Angel Oak Funds Trst: AglOkMtiStFdClIn 8.34 NA NA NA AQR Funds: LgCapDefStyle I 25.70 0.29 2.8 13.6 MgdFutStrI 9.27 -0.05 6.4 44.6 Artisan Funds: GblOppInst 28.89 0.03 9.4 -7.9 Intl Inv n 24.94 0.11 4.3 -3.0 IntlInst 25.11 0.11 4.5 -2.3 IntlVal Inst 42.79 0.14 10.9 42.8 IntlVal Inv n 42.59 0.15 10.7 41.8 MidCapInst 37.74 -0.39 12.8 -13.5 MidCapInv n 31.58 -0.33 12.6 -14.1 B Baird Funds: AggBdInst 9.28 0.10 -0.9 -14.6 CorBdInst 9.58 0.10 -0.4 -13.0 IntBdInst 9.96 0.05 1.1 -8.4 ShtTBdInst 9.25 0.02 2.8 -0.8 Baron Funds: Asset n 90.53 -0.25 4.2 -4.3 Growth n 90.85 -0.07 6.9 14.1 Partners n 147.11 -2.90 31.9 35.5 SmallCap n 27.16 -0.39 10.3 -2.8 Baron Instl Shares: AssetInst 95.79 -0.25 4.5 -3.6 EmergingMktsInst 13.16 -0.01 0.9 -18.7 GrowthInst 95.84 -0.07 7.1 15.0 PartnersInst 153.09 -3.01 32.1 36.6 SmallCapInst 29.26 -0.42 10.5 -2.0 Bernstein Fds: DivrMuni n 13.41 0.08 0.4 -2.3 IntmDur n 10.74 0.09 -1.8 -15.5 BlackRock Funds: CoreBd Inst 7.90 0.07 -1.2 -15.1 HiYBlk 6.65 0.03 5.7 4.9 HiYldBd Inst 6.65 0.03 5.6 4.7 InflProtBdInst 9.41 0.12 -0.7 -5.7 LowDurI Inst 8.81 0.01 2.4 -1.9 BlackRock Funds A: AdvLgCapCore 17.13 0.08 12.8 23.6 CapAppr 28.78 0.01 31.6 4.3 EqtyDivd 17.96 0.09 1.2 32.4 GlblAlloc 16.83 0.05 2.5 -0.5 HlthScOp 63.66 0.15 -1.0 8.4 MdCpGrA 28.60 -0.11 12.0 -10.8 MultiAstIncome 9.33 0.07 2.2 1.1 NatlMuni 9.75 0.08 0.4 -5.8 ScTechOppA 44.48 -0.12 30.1 -8.3 TotRet 9.46 0.09 -1.3 -15.2 BlackRock Funds III: iShS&P500IdxK507.66 2.34 14.2 29.0 iShUSAggBdIdxK 8.58 0.08 -1.2 -15.0 BlackRock Funds Inst: AdvLgCapCore 18.13 0.09 13.0 24.6 CAInsMun 11.41 0.11 -0.5 -1.1 EmgMkts 22.41 0.07 1.2 -10.8 EqtyDivd 18.05 0.08 1.4 33.4 FloRateIncPorIns 9.60 0.01 9.1 16.2 GlblAlloc 16.99 0.05 2.6 0.2 HiEqInc 25.66 0.15 -0.2 36.6 HlthScOp 68.14 0.17 -0.8 9.2 MdCpGrEq 33.70 -0.13 12.2 -10.2 MultiAstIncome 9.34 0.06 2.4 1.9 NatlMuni 9.75 0.09 0.7 -5.0 ScTechOppInst 49.00 -0.14 30.4 -7.6 StratIncOpptyIns 9.02 0.03 1.6 -0.1 StratMuniOppI 9.91 0.09 -1.9 -4.2 TotRet 9.46 0.09 -1.1 -14.3 BNY Mellon Funds: Aprec n 39.50 0.38 12.0 24.2 Dr500In n 49.62 0.23 13.8 27.3 Dreyf n 15.63 0.09 19.8 31.4 DreyMid r Inv n 26.96 -0.14 1.5 26.4 GlFxIncI 18.91 0.13 0.8 -8.6 InstS&PStkIdx I 59.88 0.27 14.0 28.4 IntlStkI 21.44 0.00 4.5 -2.0 IntlStkY 21.17 0.00 4.5 -1.9 SmMidCpGrI 22.32 -0.42 -1.9 -30.1 StrgVal I 40.77 0.30 5.4 66.8 BNY Mellon Funds Tru: MCMultiStrM 16.48 -0.03 4.0 13.7 NtlIntmMuni 12.41 0.12 -0.5 -4.7 Brown Advisory Funds: GrwthEquityInst 25.33 -0.18 16.9 -4.3 C Calamos Funds: Gr&IncA 40.42 0.13 10.8 18.4 MktNeutI 14.61 0.04 7.2 9.5 Calvert Investments: Eq A 69.46 -0.13 5.0 17.6 Carillon Reams: CorePlBd I 28.08 NA NA NA Carillon Scout: MidCap I 19.74 0.03 1.9 11.2 CausewayInst : CausewayInst 18.16 0.02 14.0 43.3 CIBC Atlas: DispEq Inst 26.14 0.15 8.5 17.9 ClearBridge: AggressGrowthA104.08 0.41 8.0 -0.9 AllCapValueA 12.61 0.02 3.5 37.6 AppreciationA 29.75 0.19 10.7 27.7 DividendStrat1 n 27.23 0.28 5.2 31.5 DividendStratA 27.21 0.28 5.0 30.4 LargeCapGrowthA49.66 -0.09 26.9 7.0 LargeCapGrowthI 58.13 -0.10 27.2 7.9 LargeCapValueI 38.15 0.65 5.8 36.1 SmallCapGrowthIS 35.02 -0.70 -6.2 -15.9 Cohen & Steers: GlbRltyI 45.66 0.22 -4.2 -1.7 InstlRlty 39.97 0.63 -3.9 8.0 PrefSecIncnI 11.06 0.07 -1.6 -7.2 RltyIncI 14.31 0.22 -3.4 7.4 RltyShs n 54.86 0.85 -4.0 7.5 Colorado BondShares: ColoradoBdShs 8.41 0.05 2.0 4.2 Columbia Class A: BalancedA 44.17 0.20 10.4 12.1 ContCoreA 28.77 0.09 18.5 30.5 DisplCoreA 12.43 0.04 13.6 29.5 DivIncA 29.02 0.29 1.7 29.8 LgCpGrowA 53.39 0.31 28.7 18.3 LgCpVl A 14.73 0.15 0.5 32.4 LiGoBalA 10.19 0.06 7.5 6.3 SelgComuInfoA103.32 -0.33 26.4 44.7 TaxEA 11.09 0.17 -1.0 -8.0 Columbia Class Adv: DivIncom 29.61 0.30 1.9 30.8 Columbia Class C: DivInc 28.02 0.28 1.1 27.0 Columbia Class I: Acorn I 9.70 -0.08 8.1 -15.0 Balanced I 44.06 0.21 10.6 12.9 ContCore I 29.14 0.08 18.7 31.5 DivIncom I 29.05 0.29 1.9 30.8 LgCpIdx I 49.32 0.23 14.0 28.5 SelComunInfo 119.83 -0.38 26.6 45.7 SelLCVal 30.01 0.27 -3.9 36.8 StratInc I 20.22 0.14 2.5 -3.7 TotReBd I 28.59 0.24 -0.5 -15.5 Columbia Class I2: DivIncom 29.58 0.30 2.0 31.1 Columbia Class I3: ContCore I3 29.93 0.08 18.8 31.9 DivIncom 29.63 0.30 2.0 31.3 Credit Suisse Common: ComdtyRet 23.39 0.46 -4.6 52.5 D Davis Funds A: NYVen A 24.72 0.04 14.8 19.8 Davis Funds C & Y: NYVenY 25.69 0.04 14.9 20.7 Del Invest Instl: Value 17.15 0.29 -5.6 23.9 Deutsche DWS: CoreEq n 29.08 0.14 12.6 28.8 Diamond Hill Funds: LgCapI 29.36 0.11 1.1 22.0 LgCapY 29.41 0.11 1.2 22.4 LongShortI 26.34 0.13 5.5 29.2 Dimensional Fds: 2TGlFxd 9.74 0.01 3.7 0.6 5GlbFxdInc 10.10 0.01 3.8 -4.0 DFARlEst 34.15 0.67 -5.6 5.2 EmgMkt 25.77 0.12 4.4 2.7 EmgMktSoCoEq 13.06 0.04 5.7 4.5 EmgMktVa 27.76 0.18 7.8 26.8 EmMktCorEq 20.99 0.09 6.5 9.7 EmMktSmCp 21.36 0.00 7.4 20.4 Fixd 10.21 0.01 3.8 2.4 GblAll60 40Inst 19.41 0.05 5.9 13.8 GlEqInst 27.99 0.04 7.7 26.9 GlRESec 9.02 0.09 -7.1 -0.3 InfProtSec 10.48 0.16 -0.5 -6.5 IntGvFxdInc 10.53 0.10 -1.1 -17.3 IntlCoreEq 13.85 -0.04 5.0 18.0 IntlREst 3.35 -0.03 -9.7 -9.5 IntlSustCore1 10.85 -0.06 4.1 8.4 IntlVal 18.82 0.03 9.2 48.6 IntlVectorEq 12.12 -0.07 4.6 21.6 IntSmCo 17.17 -0.21 0.6 9.3 IntSmVa 19.35 -0.12 5.1 28.9 IntTermMuni 9.71 0.06 -0.6 -4.3 IntVaIII 16.19 0.02 9.2 49.0 ITExQual 9.00 0.10 1.1 -15.7 LgCo 29.53 0.14 14.2 29.0 LgCpIntl 23.97 0.02 6.0 17.3 SclCrEqInst 12.61 -0.11 4.1 13.2 STExQual 10.32 0.02 3.7 -1.8 STGov 9.92 0.01 3.9 -1.9 STMuniBd 10.10 0.02 1.8 1.3 US CoreEq1 32.49 0.09 10.3 32.2 US CoreEq2 29.24 0.05 8.9 34.0 US Micro 22.66 -0.35 -0.2 40.4 US Small 38.60 -0.43 0.6 34.9 US SmCpVal 39.06 -0.18 0.7 65.3 US TgdVal 27.34 -0.18 1.0 63.8 USLCpGr 28.51 0.26 12.9 27.1 USLgVa 41.19 0.15 0.9 38.9 USLgVaIII 26.96 0.10 1.0 39.2 USSoCoreEq2 21.03 -0.05 10.3 29.8 USSustCoreI 33.45 0.01 12.0 29.6 USVectorEq 21.73 -0.05 3.0 40.2 Dodge & Cox: Balanced n 95.47 0.61 4.9 28.9 Dodge & Cox n 10.17 0.10 2.9 -2.0 GblStock n 13.92 0.03 10.4 49.9 Income n 11.84 0.11 0.0 -10.0 Intl Stk n 46.46 -0.13 7.8 34.5 Stock n 225.12 1.82 6.4 50.4 DoubleLine Funds: CoreFxdIncmI 8.80 NA NA NA LowDurBdI 9.44 NA NA NA ShillerEnhCAPEI 12.74 NA NA NA TotRetBdI 8.34 NA NA NA TotRetBdN n 8.34 NA NA NA E Eaton Vance Class A: TMG1.0 n 1918.36 6.07 16.5 27.0 TMG1.1 86.55 0.27 16.2 26.0 Eaton Vance Class I: AtlCpSMID 34.77 -0.20 1.8 30.1 FltgRt 8.34 0.00 8.6 14.0 GblMacAbR 8.17 0.02 4.8 9.0 IncBos 4.87 0.02 4.7 6.4 NatlMuniInc 8.77 0.11 0.0 -5.6 Edgewood Growth Instituti: EdgewoodGrInst 37.60 -0.39 20.1 -4.9 F Fairholme: Fairholme n 31.61 -1.20 27.7 46.1 FAM Value: FAMValue n 85.90 0.00 4.1 21.0 Federated Hermes A: StrValDivA p 5.03 0.08 -10.4 26.0 Federated Hermes Int: InsHiYld 8.33 0.05 5.1 1.3 TtlRtnBdI 9.04 0.08 -1.7 -12.2 Federated Hermes IS: KaufmnSCI 41.67 -0.68 0.3 -18.0 StraValDivIS 5.07 0.08 -10.1 27.0 UltraShortI 9.08 0.01 3.9 3.8 Federated Hermes R: KaufmnR 4.72 -0.04 1.1 -24.6 Federated Hermes R6: FedInstHYBondL 8.34 0.05 5.2 1.4 StrValL 5.07 0.08 -10.1 27.1 TtlRtnBdL 9.03 0.07 -1.8 -12.2 Fidelity: 500IdxInstPrem n 150.28 0.70 14.2 29.1 BalancedK6 12.97 0.02 11.3 16.8 Contrafund K6 21.20 0.11 26.1 16.8 EmgMktIdxInstPre n 9.56 0.03 1.4 -10.8 ExtMktIdxInstPre n 66.82 -0.70 6.2 3.6 FidAdAsset 12.62 0.07 1.4 -2.1 FidAdEm 33.13 -0.11 5.6 NS FidSAI 8.40 0.05 3.3 NS FidSAIEmerg 11.64 0.05 7.3 7.9 FidSer5 7.42 0.16 -3.5 NS FidSer0-5 9.51 0.08 2.5 NS FIDSerEmgMkt 7.96 0.04 2.8 -13.7 FidSerInt 8.39 0.08 1.6 NS FidSerToMarket14.24 0.04 13.0 24.8 FIDSerTresIndxFd 9.93 -0.01 3.8 5.2 FIDZroExtMktIx n 10.62 -0.11 1.0 17.8 FIDZroLgCpIx n 15.40 0.07 14.9 26.7 Flex 500 Index 18.47 0.09 14.2 29.2 FlexIntIdx 11.72 0.03 4.5 7.1 FlexUSBdIdx 8.65 0.08 -1.3 -15.3 Freedom2060K 11.84 0.06 8.3 15.2 GlexUSIdxInstPre n 13.11 0.03 4.5 7.0 GrowthCompanyK6 19.79 -0.06 28.6 13.8 InflPrBdIndInsPr n 8.96 0.13 -0.6 -6.1 IntlIdxInstPrem n 43.69 0.03 6.1 14.5 IntlIndex n 10.29 0.02 4.9 8.0 IntrTresBdIxPrem n 9.26 0.09 -1.7 -17.3 LgCpGwId InstPre n 26.58 0.08 27.9 22.0 LgCpVlIdxIstPrem n 14.83 0.07 0.7 30.1 LTTrsBdIdxInstPr n 9.02 0.26 -8.8 -40.2 MidCpInxInstPrem n 26.52 -0.02 2.6 17.4 OTCK6Port 18.05 0.03 28.6 18.1 PuritanK6 12.95 -0.01 9.9 12.6 RealEstIdxInst n 13.54 0.23 -5.4 6.3 SAIUSLgCpIndxFd 17.98 0.09 14.2 29.1 SeriesBondFd 8.55 0.08 -1.3 -15.2 SeriesOverseas 11.65 -0.02 7.3 7.7 SerLTTreBdIdx 5.21 0.15 -8.9 -40.1 SmCpIdxInstPrem n 21.40 -0.32 -1.0 9.4 STBdIdx InstPrem n 9.51 0.03 1.7 -4.7 STTreIdx InstPre n 9.87 0.02 1.3 -5.5 TMktIdxInstPrem n 119.53 0.31 13.0 24.8 TotalMarketIndex n 15.10 0.04 13.1 25.7 TtlIntIdxInstPr n 12.19 0.01 4.1 6.9 USBdIdxInstPrem n 9.82 0.09 -1.3 -15.2 USSusIdx n 19.38 0.05 16.3 31.1 Fidelity Adv Focus A: HthCarA 54.52 -0.93 -5.7 -6.1 TechA 88.52 -0.59 42.5 28.9 Fidelity Advisor: SrsAdvIntlCapApp26.06 0.00 11.5 -1.4 StragInc n 10.76 0.07 2.2 -1.8 TotBdFdClZ 9.02 0.08 0.0 -11.4 Fidelity Advisor A: BalancA 24.23 0.06 10.9 14.6 EqGrA p/r 15.33 -0.07 20.7 18.7 GrOppA 112.08 -0.93 26.8 -3.7 NwInsghtA 31.24 0.21 24.3 15.1 StrInA 10.61 0.07 1.9 -2.7 Fidelity Advisor Fun: EqGrClZ 18.01 -0.08 21.0 20.0 InterDiscZ 40.47 0.01 2.6 -3.9 IntlGrwZ 16.82 0.02 5.8 0.5 Fidelity Advisor I: BalancI 24.87 0.05 11.1 15.5 ConsvIncmMuni I n 9.98 0.01 2.3 2.8 EqGrI 17.75 -0.08 20.9 19.6 FAEmgMktI 26.73 0.24 -0.1 -6.7 FAInvGrdI 6.83 0.07 -0.7 -14.0 FltRatel 9.21 0.02 9.3 18.7 GrOppI 124.27 -1.02 27.0 -3.0 HthCarI 60.63 -1.02 -5.5 -5.3 IntlGr 16.78 0.02 5.7 0.1 MuniIncI 9.72 0.08 -0.1 -3.7 NwInsghtI 32.67 0.22 24.5 16.0 REIncmInst 10.77 0.11 0.6 9.5 StrInI 10.76 0.07 2.1 -2.0 Total Bd 9.02 0.09 -0.1 -11.7 Fidelity Advisor M: Balanced 24.62 0.07 10.6 13.7 EqGr 14.76 -0.07 20.4 17.9 GrOppM 110.13 -0.92 26.5 -4.4 NwInsghtM 29.13 0.19 24.0 14.3 Fidelity Advisor Z: AdvIntlSmCpZ 28.19 -0.26 4.9 16.5 AssetManager50% 18.04 0.09 3.8 3.5 AssetMngr85 22.02 0.04 7.2 12.2 AsstMngr70 23.77 0.07 5.7 8.6 EmMkt Z 26.68 0.24 0.0 -6.3 FloatRateHighInc 9.21 0.02 9.4 19.0 GovtIncome 8.78 0.08 -2.1 -16.5 GrOpp 126.00 -1.04 27.2 -2.6 InvestGradeBd 6.84 0.07 -0.5 -13.6 NewMktsIncFdZ 11.09 0.11 0.4 -11.4 RE Income 10.76 0.11 0.7 9.8 StkSelAllCap 62.42 -0.02 13.0 23.1 Fidelity Freedom: FF2010 n 13.01 0.11 2.3 -1.5 FF2015 n 10.59 0.09 3.0 0.0 FF2020 n 13.20 0.12 3.6 1.5 FF2025 n 12.20 0.11 4.2 3.1 FF2030 n 15.36 0.12 5.0 5.7 FF2035 n 13.37 0.08 6.5 10.7 FF2040 n 9.57 0.05 8.0 14.5 FF2045 n 11.00 0.06 8.4 14.9 FF2050 n 11.13 0.05 8.3 14.8 Free2055 n 12.88 0.06 8.3 14.8 Free2060InstPrem 14.84 0.07 8.0 12.2 Freedom2015 K 10.58 0.09 3.0 0.3 Freedom2020 K 13.20 0.12 3.7 1.7 Freedom2020K6 13.15 0.12 3.8 2.0 Freedom2025 K 12.18 0.10 4.2 3.3 Freedom2025K6 12.15 0.10 4.3 3.6 Freedom2030 K 15.36 0.12 5.1 6.0 Freedom2030K6 15.32 0.12 5.2 6.4 Freedom2035 K 13.37 0.09 6.7 11.1 Freedom2035K6 13.33 0.08 6.8 11.5 Freedom2040 K 9.58 0.05 8.0 14.8 Freedom2040K6 9.55 0.06 8.3 15.5 Freedom2045 K 11.00 0.06 8.5 15.2 Freedom2045K6 10.96 0.06 8.6 15.7 Freedom2050 K 11.13 0.05 8.4 15.1 Freedom2050K6 11.12 0.06 8.6 15.7 Freedom2055 K 12.89 0.06 8.4 15.1 Freedom2055K6 12.88 0.07 8.6 15.7 Idx2020InsPre 14.59 0.11 3.6 -0.2 Idx2025InsPre 16.55 0.13 4.2 1.3 Idx2030InsPre 17.60 0.12 4.9 3.7 Idx2035InsPre 19.89 0.11 6.4 8.3 Idx2040InsPre 20.41 0.09 7.7 11.9 Idx2045InsPre 21.26 0.09 8.0 12.2 Idx2050InsPre 21.30 0.09 8.0 12.2 Idx2055InsPre 17.52 0.07 8.0 12.2 Idx2020 Premier 14.59 0.12 3.7 -0.1 Idx2025 Premier 16.54 0.13 4.2 1.3 Idx2030 Premier 17.60 0.12 4.9 3.8 Idx2035 Premier 19.89 0.11 6.4 8.4 Idx2040 Premier 20.41 0.10 7.8 12.0 Idx2045 Premier 21.26 0.09 8.0 12.3 Idx2050 Premier 21.29 0.09 8.0 12.3 Idx 2055 Premier 17.52 0.08 8.1 12.3 Income n 9.96 0.09 1.6 -3.9 Fidelity Invest: AggrInt n 23.25 0.00 11.4 -1.4 AilSectEq 10.19 0.03 17.6 34.1 AMgr20% n 12.62 0.07 1.4 -2.2 AMgr50% n 18.09 0.08 3.7 3.2 AMgr70% n 23.80 0.07 5.7 8.4 AMgr85% n 22.14 0.05 7.1 11.9 AstMgr30R n 10.77 0.06 2.1 -0.8 Balanc n 24.88 -0.23 11.1 15.8 BalancedK 24.88 -0.23 11.2 16.0 BluCh n 152.96 -0.22 36.9 13.5 BluChpGr K6 23.74 -0.03 37.4 15.3 BluChpGrK 153.76 -0.23 37.0 13.8 CAMun n 11.55 0.12 -0.4 -5.8 CapAp n 36.54 -0.28 14.6 20.5 CapDevO n 19.48 0.13 12.8 49.1 CnvSc n 30.66 0.06 4.3 10.8 Contra n 15.19 0.08 27.5 16.7 ContraK 15.25 0.07 27.5 17.0 CpInc n 9.15 0.03 5.6 13.5 DisEq n 54.85 0.10 20.0 16.4 DivGth n 30.16 0.29 6.7 35.5 DivIntl n 38.85 0.05 6.6 -0.6 DivIntl K6 12.49 0.01 6.5 0.4 DivIntlK 38.79 0.05 6.7 -0.3 DivStkO n 29.86 0.01 15.9 25.2 EmrMkt n 33.13 -0.12 5.4 -13.2 Eq Inc n 63.70 0.67 1.4 33.7 EqDivIncm n 25.63 0.15 1.7 38.7 Fidel n 69.24 0.29 19.8 22.2 FltRateHi n 9.21 0.01 9.3 18.9 FocsdStk n 28.29 0.17 19.7 14.6 FournOne n 50.56 0.19 7.4 12.3 GNMA n 9.58 0.06 -2.3 -13.7 GovtInc n 8.76 0.08 -2.2 -16.8 GroCo n 29.36 -0.07 30.4 13.8 GroInc n 50.20 0.35 8.2 46.5 Growco*k 29.51 -0.07 30.5 14.0 GrStrt n 50.47 -0.29 8.1 4.1 GwthDiscovery n 48.06 -0.24 20.9 19.6 HighInc n 7.23 0.04 3.6 -1.5 IntBd n 9.75 0.05 1.1 -8.3 IntlDisc n 40.65 0.01 2.5 -4.2 IntlEnhIdx n 9.75 -0.22 6.9 16.0 IntlGrRet n 16.82 0.02 5.7 0.1 IntlSmCap n 28.01 -0.26 4.8 16.0 IntMu n 9.70 0.08 -0.1 -3.5 InvGB n 6.83 0.07 -0.5 -13.8 InvGrBd 9.51 0.09 -0.4 -12.0 LargeCap n 41.99 0.26 12.5 49.2 LCapCrEIdx n 20.18 -0.05 13.8 33.3 LCapGrEIdx n 28.66 -0.01 25.7 25.1 LevCoSt n 32.24 0.05 12.7 26.2 LgCpVHIdx n 14.04 -0.30 0.5 35.3 LmtTrmMuniIncm n 10.05 0.05 0.3 -3.0 LowP n 40.98 0.08 2.2 36.1 LowPriStkK 40.92 0.09 2.3 36.5 LowPriStkK6 13.84 0.04 2.8 37.8 LtdTmBdFd n 10.87 0.02 2.5 -3.9 Magin n 11.29 0.06 18.2 12.4 MAMun n 10.85 0.11 -0.7 -6.5 Manager40 n 11.54 0.06 3.0 1.4 Manager60 n 13.57 0.05 4.6 5.1 MegaCpStk n 19.37 0.12 15.2 51.9 MidCap n 37.42 0.06 0.2 37.7 MidCapEnIdx n 15.60 -0.17 1.6 22.2 MuniInc n 11.56 0.14 -0.4 -5.4 NASDAQ n 170.52 -0.31 29.3 16.1 NewInsights Z 32.83 0.22 24.7 16.4 NewMill n 44.69 0.10 13.0 58.4 NewMkt n 11.09 0.11 0.4 -11.6 OTC n 16.40 0.03 27.8 16.8 OTC K 16.78 0.03 28.0 17.1 Ovrse n 53.70 -0.12 6.2 4.1 PuritanK 21.51 -0.72 10.0 12.8 Puritn n 21.53 -0.72 9.9 12.4 RealE n 33.60 0.61 -4.9 4.8 RealEstInc n 10.82 0.11 0.6 9.4 SAIIntlMinVolInd 10.26 0.02 4.4 6.1 SAILTTreBdIdx 6.68 0.21 -9.9 -42.3 SAISm-MidCap500I 5.35 -0.03 2.0 19.5 SAIUSMinVolIndFd 17.60 0.20 6.3 20.5 SAIUSQtyIdx 17.99 0.15 18.6 28.4 SmCapDisc n 23.18 -0.27 2.3 35.9 SmlCapO n 11.98 -0.19 3.2 23.0 SmlCpGrth n 24.09 -0.43 1.8 -3.4 SmlCpGrth K6 12.87 -0.23 2.2 -2.6 SmlCpGrth Z 24.35 -0.43 1.9 -3.0 SmlCpVal n 17.08 -0.07 0.3 48.7 Srs1000ValIndRet 13.86 0.06 0.8 30.3 SrsBlChGroRetail n 13.72 -0.01 37.9 17.4 SrsCommStrt 99.72 2.69 -3.2 52.6 SrsEmrgMkt 16.34 0.08 4.6 -12.0 SrsGlobal 12.90 0.03 4.5 7.0 SrsIntlGrw 15.20 0.03 6.6 2.8 SrsGroCoRetail 17.77 -0.04 29.0 16.8 SrsIntlSmCp 14.87 -0.26 0.2 -1.2 SrsIntlVal 10.95 0.09 9.2 39.0 STBF n 8.24 0.01 2.5 -1.5 StkSelSmCp n 28.70 -0.47 2.4 21.8 StkSlcACap n 62.82 -0.03 12.9 22.8 StratDivInc n 15.09 0.11 0.0 16.3 TaxFrB n 10.37 0.13 -0.1 -5.2 TotalBond n 9.03 0.08 0.0 -11.7 TotalBond K6 8.40 0.08 -0.1 -11.3 Trend n 137.24 -0.72 27.5 12.0 Value n 12.82 0.03 2.6 53.5 ValueDisc n 33.29 0.46 -1.7 32.7 Wrldw n 28.53 0.07 13.5 6.5 Fidelity SAI: FidSAIEmgMktIndx 12.34 0.04 1.2 -11.1 FidSAIIntlIndxFd 12.47 0.02 6.1 14.4 IntlValIdx 9.09 -0.02 9.3 37.1 LowDurationInc 10.02 0.00 4.1 5.0 Muni Inc 9.34 0.11 -0.2 -5.5 SAIEmgMktLoVolIx 10.43 -0.02 6.6 13.9 SAIInflaFocFd 92.54 4.14 -4.6 49.7 ShortTermBd 9.49 0.01 2.5 -1.3 TotalBd 8.54 0.08 0.0 -10.9 TxFreeBd 9.47 0.11 -0.2 -5.0 U.S.TreBdIdx 8.40 0.08 -1.3 -16.4 Fidelity Selects: Biotech n 15.34 -0.13 -5.8 -21.9 DfAero n 15.12 0.61 -2.0 30.8 Energy n 61.02 3.07 8.8 252.9 Health n 26.14 -0.45 -5.4 -5.1 HlthCareSrvPt r n 130.56 2.12 -1.1 29.5 ITSvs n 57.04 -0.33 8.6 -14.1 MdTchDevis n 53.72 -2.46 -12.8 -14.0 Retail n 17.45 0.13 10.2 -0.8 Semiconductors r n 22.85 -0.27 56.8 83.9 Softwr n 25.32 -0.12 28.9 15.2 Tech n 25.58 -0.16 43.4 21.3 UtilGr n 92.36 3.39 -10.1 16.6 Fidelity Series: Canada 13.75 0.18 4.7 40.2 IntMuni Z 9.72 0.08 -0.1 -3.3 FidelityAdviAsset: ADVAssetMan60 13.57 0.05 4.6 5.4 First Eagle Funds: GlbA 61.02 0.61 5.3 19.6 OverseasA 23.10 0.25 2.8 7.3 FPA Funds: FPANwInc n 9.52 0.03 3.7 1.7 FPA Funds Trust: FPACres Inst n 36.81 0.07 11.6 33.5 FPACresentFnd 36.83 0.08 11.7 33.7 Franklin A1: CA TF A1 6.47 0.08 -1.1 -7.1 Fed TF A1 10.17 0.13 -0.7 -7.3 HiInc A1 1.62 NA NA NA HY TF A1 8.23 0.08 -1.4 -7.5 IncomeA1 2.17 0.02 0.2 21.5 NY TF A1 9.40 0.11 -0.6 -8.0 US Gov A1 4.84 0.04 -2.5 -14.0 Utils A1 18.80 0.64 -11.3 7.2 Franklin Templeton: TgtModA 13.29 NA NA NA Cash Track 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. -100 -2750 -5400 -8050 -10700 Aug Sep Oct Equity Funds 400 0 -400 -800 -1200 Aug Sep Oct Municipal Bond Funds 24600 19300 14000 8700 3400 Aug Sep Oct Money Market Funds 5000 3300 1600 -100 -1800 Aug Sep Oct Taxable Bond Funds Money Moves: Cash drained from equity funds. Their past month’s average weekly outflow increased to $5.6 billion. Weekly inflows to money-market funds eased a bit, to $5.5 billion. Taxable-bond funds picked up some cash and narrowed their average outflow to $880 million. Muni-bond outflows widened, to a weekly average of $920 million. NOTICE TO READERS: Closed End Fund listings have moved to barrons.com/cefund. They will no longer appear in print. The Herzfeld chart has moved to the Market Lab Newsletter. To sign up for the newsletter, go to barrons.com/newletters. For personal non-commercial use only. Do not edit or alter. 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44 BARRON’S October 16, 2023 DATA MUTUAL FUNDS DATA PROVIDED BY LIPPER BARRONS.COM/DATA 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. FrankTemp/Frank Adv: CA TF Adv 6.45 0.08 -1.2 -6.9 CvtScAdv 19.26 -0.12 0.8 1.3 Dynat Adv 123.02 -0.57 27.5 -7.7 Growth Adv 117.42 0.25 14.0 12.1 IncomeAdv 2.15 0.02 0.3 22.2 RisDv Adv 84.07 0.18 2.6 25.1 SmCpValAdv 51.69 -0.47 -3.0 29.9 FrankTemp/Franklin A: BAL A 11.55 0.14 -1.2 12.1 DynaTech A 117.80 -0.55 27.2 -8.4 EqIn A 27.61 0.18 0.2 26.3 FoundFAlA 12.92 0.11 3.4 14.0 GrOp A 42.80 -0.08 23.0 -4.4 Growth A 116.26 0.24 13.8 11.2 LwDuToRt A 8.75 NA NA NA RisDv A 84.12 0.17 2.4 24.1 SmMCpGrA 29.91 -0.26 8.3 -13.9 StrInc A 7.91 NA NA NA TtlRtn A 7.85 NA NA NA FrankTemp/Franklin C: Income C 2.21 0.02 -0.3 19.7 FrankTemp/Franklin R: FrkDynTchR6 124.84 -0.57 27.6 -7.4 FrkGrthR6 117.37 0.25 14.1 12.3 FrkIncR6 2.16 0.02 0.3 22.8 FrkRisDivR6 84.07 0.18 2.7 25.4 FrkSmCpGrR6 19.88 -0.36 7.8 -14.0 FrankTemp/Mutual A&B: Shares A 22.78 0.09 3.1 29.5 FrankTemp/Temp A: Frgn A 7.50 0.00 9.3 29.9 GlBond A 7.11 0.06 -7.3 -16.6 Growth A 23.11 0.14 8.1 13.3 World A 13.23 -0.01 16.0 7.1 FrankTemp/Temp Adv: GlBondAdv 7.07 0.06 -7.2 -16.0 Frost Family of Fund: FrTRInst 9.20 0.08 2.9 3.4 G Gabelli Funds: Asset p n 47.55 -0.05 0.1 19.5 GE Elfun/S&S: Trusts n 70.50 0.48 20.3 28.7 GMO Trust Class III: EmgCntryDt 17.85 0.19 3.6 -9.3 Quality 27.17 0.07 18.0 37.7 GMO Trust Class VI: Quality 27.18 0.07 18.1 38.1 Goldman Sachs Inst: EmgMktEq 20.55 NA NA NA HYMuni 8.52 0.12 -0.4 -4.8 Muni 14.52 0.14 0.4 -2.5 Guggenheim Funds Tru: MacOppFdClInstl 23.55 0.06 4.3 2.3 TotRtnBdFdClInst 22.41 0.20 -0.1 -13.7 GuideStone Funds: EqindxGS2 45.66 NA NA NA MedDurGS2 12.02 NA NA NA H Harbor Funds: CapApInst 84.87 0.09 35.2 3.1 IntlInst 41.21 -0.06 4.7 13.5 SmCpValInst 36.20 -0.16 1.0 24.8 Harding Loevner: IntlEq 23.98 -0.06 2.4 -0.5 Hartford Funds A: BalIncA 13.27 0.15 -1.0 3.8 CapAppA 35.06 0.03 6.3 10.0 DiscpEqA 42.73 0.31 10.5 19.3 DivGth A 30.15 0.19 3.8 36.0 EqInc 19.62 0.21 -1.2 33.0 GrOppty 36.80 -0.15 23.2 -10.7 MidCap A 22.81 -0.08 0.8 -1.8 Hartford Funds C: Bal IncC 13.04 0.14 -1.7 1.5 Hartford Funds I: BalIncI 13.27 0.14 -0.9 4.5 DivGthI 29.95 0.19 4.0 36.9 EmrgMktEqInv 14.68 0.12 0.9 -13.8 EqIncI 19.45 0.21 -1.0 33.9 InterValue 16.51 -0.02 9.2 49.5 IntlAlphaInv 15.10 0.03 4.8 6.5 MidCap 24.25 -0.08 1.1 -1.1 WorldBond 9.69 0.03 -0.8 -5.0 Hartford HLS Fds IA: Balanced 26.79 0.11 5.0 15.4 CapApp 41.63 0.18 7.5 14.6 DiscEqui 17.33 0.13 10.5 20.5 Div&Grwth 20.94 0.14 4.1 37.7 TotRetBd 8.86 0.07 -1.0 -14.6 I IFP US Equity Fund: IFP US EquityFd 18.49 -0.11 11.9 27.3 Invesco Fds Investor: DivrsDiv n 17.10 0.14 -0.8 26.9 Invesco Funds A: 500InxA 46.00 0.21 13.7 27.1 ActiveAllA 12.26 0.03 3.1 5.1 CapApprA p 57.48 0.07 21.1 8.7 Chart 16.48 0.04 12.3 19.1 CmstA 26.84 0.09 2.8 61.9 DevMktA 36.59 -0.17 2.8 -18.9 DiscFdA p 73.52 -0.91 2.7 -8.3 DisMdCpGrA 20.93 -0.23 0.5 -9.5 DivIncm p 23.46 0.21 -2.2 24.8 DivrsDiv p 17.10 0.14 -0.9 26.5 EqIncA 9.82 0.07 1.5 24.2 EqWtdA p 64.12 0.14 0.4 28.7 GblStrIncmA p 2.97 0.03 1.2 -9.4 GlbOppA p 42.12 -0.96 -2.7 -32.9 GrIncA 20.72 0.16 2.3 44.1 HYMuA 7.96 0.12 -3.2 -7.2 IntTMIA p 9.97 0.10 0.1 -3.9 InvGloblFdA 88.14 -0.62 18.5 4.2 LmtdTrmMunInc p 10.75 0.06 0.4 -1.2 MnStFndA 48.13 -0.13 10.9 18.7 MnStSmCpA p 23.88 -0.04 2.3 18.6 ModInvA 9.83 0.03 2.6 0.9 MunInA 11.30 0.17 -0.6 -6.6 RchHiYldMuniA 6.38 0.10 -0.8 -4.6 RisingDivA 22.70 0.13 8.1 26.0 RochAMTFrMuni 6.52 0.09 -0.8 -5.5 RoMu A p 14.10 0.25 -0.7 -5.2 SenFltRtA 6.69 0.01 9.5 23.4 SP IncomeA 5.01 0.14 16.2 156.0 Invesco Funds P: Summit P pn 20.26 -0.06 22.5 -1.5 Invesco Funds Y: DevMktY 36.01 -0.16 3.0 -18.3 DiscovY 90.83 -1.12 2.9 -7.6 EqWtdY 65.20 0.14 0.6 29.7 GloblY 89.33 -0.62 18.7 5.0 IntGrowY 34.48 -0.53 4.2 -6.8 IntlSmCoY 36.88 -1.13 -5.1 -17.6 Ivy Funds: AssetStrA p 18.66 0.11 5.8 13.2 CoreEqA t 15.32 0.02 10.7 26.1 LgCpGwthA p 27.86 0.08 24.9 22.5 LgCpGwthl r 30.51 0.09 25.1 23.5 MidCapI 27.82 -0.40 3.8 -5.6 MdCpGwthA p 24.34 -0.34 3.6 -6.5 ScTechA p 44.03 -0.13 20.0 3.3 ScTechI r 56.28 -0.16 20.3 3.9 J Janus Henderson: Balanced C 38.57 0.25 5.5 5.2 Balanced T n 39.16 0.26 6.1 7.7 Enterprise T n 125.94 -0.90 6.4 18.5 GlLifeSci T nr 65.51 -0.84 -2.0 10.3 GlTech T nr 45.89 0.04 36.5 6.2 Grw&Inc T n 67.42 0.26 7.5 27.1 Resh T n 60.84 0.16 28.2 12.9 Jensen I : Jensen I 58.24 -0.18 7.4 25.2 JensenQualGrJ n: JensenQualGrJ n 58.31 -0.19 7.2 24.4 JHF III DispVal: DispVal I 21.92 0.23 4.9 48.5 DispValMCI 25.32 0.09 3.7 41.5 DispValMdCp 24.04 0.08 3.5 40.4 DispValMdCpR6 25.33 0.09 3.8 41.9 DispValR6 21.99 0.23 5.1 49.0 JHITFunLgCpCorFd: FunLgCpCorA 58.37 0.30 15.8 22.6 John Hanco*ck: 500Index1 46.35 0.21 13.9 27.9 BondI 12.75 0.11 -1.1 -13.9 BondR6 12.77 0.11 -1.0 -13.6 IntlGrwI 23.24 0.02 3.6 -10.2 John Hanco*ck Class 1: BlueChipGrw 44.22 0.03 34.5 -0.7 LSAggr 12.50 0.04 5.8 12.1 LSBalncd 11.83 0.07 3.9 5.0 LSGwth 12.36 0.05 5.0 9.0 LSModer 11.11 0.08 3.0 1.5 John Hanco*ck Funds A: BalA 24.05 0.27 8.1 9.1 BondA p 12.75 0.12 -1.3 -14.6 LifeBal 11.95 0.07 3.6 3.8 LifeGrw 12.42 0.05 4.7 7.9 John Hanco*ck Instl: StratIncmOppI 9.45 0.07 0.8 -5.2 JPMorgan A Class: CoreBond 9.72 NA NA NA CorePlusBd p 6.82 NA NA NA EqInc p 20.93 NA NA NA GwthAdv p 28.08 NA NA NA Inv Bal p 14.13 NA NA NA InvCon p 11.42 NA NA NA InvG&I p 16.79 NA NA NA InvGrwt p 21.19 NA NA NA LgCpGwth p 53.15 NA NA NA MdCpGrw p 33.30 NA NA NA USEquity 19.49 NA NA NA JPMorgan I Class: CoreBond 9.71 NA NA NA CorePlusBd 6.82 NA NA NA EmMktEq I 27.84 NA NA NA EqInc 21.36 NA NA NA GrAdv r 29.75 NA NA NA LgCapVal 17.57 NA NA NA LgCpGwth 54.65 NA NA NA MdCpGrw 41.44 NA NA NA MdCpVal 33.11 NA NA NA MtgBckd 9.56 NA NA NA ShtDurBnd 10.49 NA NA NA SmCap 48.97 NA NA NA USEquity 19.57 NA NA NA ValAdv 34.05 NA NA NA JPMorgan Inst Class: ValAdv L 34.11 NA NA NA JPMorgan L Class: Fl EmMktEq L 28.07 NA NA NA MdCpVal L 33.75 NA NA NA JPMorgan R Class: CoreBond 9.72 NA NA NA CorePlusBd 6.82 NA NA NA HighYld r 6.10 NA NA NA MtgBckd 9.56 NA NA NA ShtDurBnd 10.49 NA NA NA USRechEnhEq 33.69 NA NA NA JPMorgPrm: USEquity L 19.62 NA NA NA L Laudus Funds: USLgCpGr nr 22.34 -0.02 31.6 2.5 Lazard Instl: EmgMktEq 16.38 0.26 12.4 20.3 GlbLstInfr 14.21 0.35 1.7 24.3 IntStrtEq r 13.97 -0.04 4.2 4.3 Legg Mason I: IntlGrTrI 55.43 -0.07 2.6 -7.1 Longleaf Partners: Partners n 20.50 -0.26 12.3 26.4 Loomis Sayles Fds: LSBondI 10.95 0.09 -0.1 -6.0 Lord Abbett A: Affiltd p 15.34 0.18 0.1 23.9 BdDeb p 6.71 0.03 0.0 -5.8 CalibrDivGr 17.86 0.13 6.2 22.5 FloatRt p 8.06 0.01 9.5 17.1 HYMuniBd p 10.12 0.12 0.0 -6.9 IntrTxFr 9.78 0.09 0.2 -5.2 MultiAstBalOppty 10.15 0.07 3.0 4.5 ShtDurIncmA p 3.79 0.00 2.2 -0.3 TaxFr p 9.88 0.14 0.0 -7.5 Lord Abbett C: ShtDurIncmC t 3.82 0.01 2.0 -1.9 Lord Abbett F: ShtDurIncm 3.79 0.00 2.5 0.0 Lord Abbett I: BdDebentr 6.67 0.03 0.2 -5.3 FloatRt 8.07 0.01 9.8 17.8 HiYld 5.99 0.03 3.0 -0.7 ShtDurInc p 3.79 0.00 2.6 0.3 M MainStay Fds A: HiYldBdA 4.94 0.03 4.8 4.8 LgCpGrA p 8.61 -0.01 23.0 8.7 TxFrBdA 8.95 0.11 -0.8 -6.5 Mairs&Power: MairsPwrGr n 133.09 -0.24 13.2 25.8 Mass Mutual: SelBluChipGroClI 21.90 -0.06 34.7 7.5 MassMutual Select: MCGrEqIII 18.58 -0.09 6.4 2.8 Metropolitan West: LowDurBdI 8.09 0.01 1.9 -2.5 TotRetBd n 8.60 0.07 -2.1 -16.9 TotRetBdI 8.60 0.08 -1.8 -16.4 TRBdPlan 8.06 0.07 -1.8 -16.2 UnconstrBdI 9.98 0.02 2.4 -2.9 MFS Funds: IIE 29.86 -0.09 6.1 15.5 MFS Funds Class A: AgGrAIA 26.05 0.07 5.0 12.4 CoEqyA 41.77 0.17 10.0 22.3 GrowthA 150.99 0.41 23.7 7.4 IntlVA 37.85 0.02 6.5 -3.7 MCapA 23.72 -0.11 7.3 -4.6 MCapValA 27.10 0.05 -0.6 33.5 MIGA 36.69 -0.15 11.1 21.5 MITA 34.21 0.16 8.0 23.0 MuHiA 6.84 0.09 -1.7 -7.1 MuInA 7.67 0.10 -1.2 -6.5 ResBdA 8.99 0.08 -0.3 -13.7 RschA 51.29 0.34 10.2 20.3 TotRA 18.30 0.15 1.0 10.7 UtilA 19.51 0.64 -12.4 6.8 ValueA 46.68 0.62 -0.5 26.8 MFS Funds Class I: GrowthI 163.90 0.45 24.0 8.2 MCapI 25.59 -0.12 7.6 -3.9 MCapValI 27.97 0.06 -0.4 34.6 MIGI 38.26 -0.15 11.3 22.4 ResBdI 8.99 0.08 -0.2 -13.3 RschI 53.08 0.35 10.4 21.2 ValueI 46.98 0.62 -0.4 27.8 Morgan Stanley Inst: CapGrI 30.80 -0.87 20.5 -49.2 CapGrP p 27.60 -0.78 20.2 -49.6 GloFranI t 31.93 -0.34 6.1 10.3 MorganStanleyPathway: CoreFxIcm n 6.50 0.06 -1.9 -16.6 LgCapEq n 20.99 0.06 12.3 20.5 Munder Funds: MndrIntlSmCpInv r 13.13 -0.14 2.6 -3.4 Mutual Series: BeacnZ 14.99 -0.01 5.4 28.4 GlbDiscA 28.79 -0.06 9.1 43.3 Net YTD 3-Yr. NAV Chg. % Ret. % Ret. GlbDiscz 29.66 -0.05 9.4 44.4 QuestZ 12.99 0.02 0.2 16.3 SharesZ 23.16 0.09 3.3 30.5 N Natixis Funds: InvGradeBdY 9.34 0.09 -0.1 -8.5 LSGrowthY 21.85 -0.17 34.2 19.1 Neuberger Berman Fds: GenesInst 56.76 -0.51 4.2 12.9 IntrinsicValInst 17.86 -0.21 0.3 30.8 LCVal Inst 40.37 0.34 -6.2 47.4 LgShInst 16.83 0.05 8.0 13.0 StrIncInst 9.25 0.06 2.3 -1.5 Neuberger Berman Inv: Genes n 56.60 -0.52 4.1 12.4 Guard n 23.27 0.04 21.4 24.8 LCVal n 40.39 0.35 -6.3 46.8 Neuberger Berman Tr: GenesisFdR6 56.76 -0.51 4.3 13.2 Nicholas Group: Nich n 79.62 0.07 19.2 31.7 Northern Funds: BdIdx n 8.71 NA NA NA EmMktsEqIdx nr 10.38 NA NA NA HiYFxInc n 5.64 NA NA NA IntlEqIdx nr 12.94 NA NA NA IntTxExpt n 9.44 NA NA NA MidCpIdx n 18.97 NA NA NA SmCpVal n 17.82 -0.11 -1.2 32.4 StkIdx n 46.28 NA NA NA O Oakmark Funds Invest: EqtyInc nr 31.09 0.12 5.6 25.1 Oakmark n 117.42 0.47 14.8 57.6 OakmrkInt n 24.25 -0.50 5.4 22.5 Select n 61.19 0.46 23.6 53.2 Old Westbury Fds: AlCpCore n 22.66 0.11 14.0 17.9 CreditIncomeFd n 7.62 0.07 -1.5 -12.7 FixInc pn 9.79 0.07 -0.2 -10.2 LrgCpStr n 15.81 0.09 8.4 6.0 MuniBd pn 11.13 0.08 -1.2 -6.2 Sm&MdCapStrategi n 13.71 -0.15 -1.4 -7.9 Optimum Funds Inst: Fixed Inc 7.87 0.07 -1.6 -15.7 LgCpGrwth 20.19 0.06 27.1 2.3 LgCpVal 18.79 0.20 0.7 31.4 Osterweis Strat Income: OsterweisStrInc n 10.55 NA NA NA P Q Parnassus Fds: ParnEqFd n 52.81 0.17 13.0 24.7 Pear Tree: ForeignVal I r 20.84 0.16 6.7 18.7 Perm Port Funds: Permanent n 48.84 0.99 5.2 18.5 PGIM Funds Cl A: HighYield 4.49 0.02 4.0 1.6 JennGrowth 48.34 0.04 34.2 2.0 JennUtility 13.09 0.44 -10.1 3.9 TotalReturnBond p 11.32 NA NA NA PGIM Funds Cl Z: HighYield 4.50 0.02 4.2 2.4 JennGrowth 54.83 0.05 34.6 2.9 TotalReturnBond 11.28 NA NA NA PIMCO Fds Instl: AllAsset 10.41 0.16 1.0 13.7 AllAssetAuth r 6.12 0.12 -1.9 6.2 CommodtyRR 13.18 NA NA NA DivInc 8.92 0.07 1.9 -8.9 HiYld 7.49 0.04 4.3 0.5 HiYldMuniBd 7.94 0.09 0.9 -3.1 IntlBdUSH 9.38 0.06 3.3 -6.9 InvGrdCrBd 8.37 0.10 0.0 -14.5 LgTrmCrdtBd 8.10 0.19 -3.5 -26.3 LngDurTotRtrn 6.55 0.16 -5.5 -31.4 LowDur 9.02 0.00 2.3 -3.2 LowDurInc r 7.71 0.02 3.4 4.5 ModDur 8.90 0.04 0.9 -8.4 MortgOppBd 9.14 0.00 2.0 -1.0 RealRtnI 9.65 0.14 -0.8 -6.0 ShortT 9.57 0.00 4.8 5.1 ShtAssetInv 9.90 0.00 4.4 5.1 StksPLS 10.53 0.04 14.0 23.6 TotRetESG 7.20 0.06 -1.5 -16.9 TotRt 8.12 0.06 -1.1 -14.9 TrndsMgdFutStrgy 10.68 -0.29 -4.8 29.9 PIMCO Funds A: IncomeFd 10.11 0.04 2.3 -0.4 LowDurInc 7.71 0.02 3.1 3.3 RealRtnA 9.65 0.14 -1.1 -7.2 TotRetA 8.12 0.06 -1.3 -15.8 PIMCO Funds C: IncomeFd 10.11 0.04 1.7 -2.7 PIMCO Funds I2: ComPLUSStrtgyFd 6.80 NA NA NA Income 10.11 0.04 2.5 0.5 IntlBdUSH 9.38 0.06 3.2 -7.2 InvstGrCrBd 8.37 0.10 -0.1 -14.8 LowDurInc 7.71 0.02 3.3 4.2 ShtTm 9.57 0.00 4.7 4.8 TotRt 8.12 0.06 -1.1 -15.2 Net YTD 3-Yr. NAV Chg. % Ret. % Ret. PIMCO Funds Instl: ComPLUSStrtgyFd 6.91 NA NA NA DynamicBd 9.48 0.02 2.3 -2.3 IncomeFd 10.11 0.04 2.6 0.8 InflRespMulAsset 7.63 0.15 1.2 15.6 Pioneer Funds A: CoreEqA 19.37 -0.08 7.1 20.8 DiscGrA 14.69 0.09 15.8 23.2 PioFdA 33.34 0.15 14.4 23.7 Pioneer Funds Y: BondY 7.76 0.07 -0.8 -11.9 StratIncY p p 8.84 0.08 0.4 -5.8 Price Funds: 2050RetFd n 15.98 0.05 9.3 14.3 Balnanced n 23.60 0.14 7.9 7.8 BlChip n 139.26 0.08 34.5 -0.9 Communica&Tech n 113.92 -0.60 23.1 -17.2 DivGro n 65.83 0.45 3.6 26.3 EqInc n 31.73 0.30 -1.4 39.0 EqIndex n 113.87 0.53 14.0 28.5 GlbStk n 51.62 0.11 13.0 1.4 GlbTech n 13.68 -0.03 36.1 -26.3 Growth n 81.61 0.06 32.5 0.8 HelSci n 86.06 -0.31 -4.2 2.3 InstFLRfd r 9.36 0.02 9.1 16.6 InstHiYld 7.38 0.04 5.7 3.1 LgCapGow I 60.13 0.02 30.9 11.7 InstLCCoreGr 55.96 0.03 34.7 -0.4 LgCpVal 21.74 0.18 -2.1 35.6 InstSmCap 24.02 -0.15 0.5 4.4 IntDis n 56.29 -0.57 -1.0 -16.4 IntlStk n 17.25 -0.04 4.0 -0.7 MCapVal n 29.05 0.02 2.5 39.7 MCEqGr 59.95 -0.23 7.3 5.3 MidCap n 94.92 -0.36 7.0 5.4 NAmer n 61.64 0.37 18.3 22.6 NHoriz n 50.76 -0.89 9.6 -17.6 OverS SF nr 11.53 0.00 5.1 13.1 QMUSSmCpGrEq n 36.50 -0.42 5.2 3.4 SpectModerGwAllo n 34.18 0.18 7.7 6.9 R2010 n 14.09 0.08 4.4 3.3 R2015 n 11.75 0.06 4.6 4.5 R2020 n 17.57 0.10 5.0 5.6 R2025 n 15.43 0.08 5.5 7.1 R2030 n 23.26 0.11 6.4 8.7 R2035 n 18.35 0.08 7.4 10.6 R2040 n 26.48 0.10 8.4 12.4 Ret2045 n 18.84 0.07 9.1 14.0 Ret2055 n 16.65 0.06 9.3 14.2 RetBal Inc n 12.25 0.07 3.8 3.4 SciTec n 35.98 -0.30 37.7 5.3 Sht-Bd n 4.48 0.01 2.4 -1.7 SmCap n 46.35 -0.24 -3.2 17.9 SmCapStk n 51.52 -0.34 0.4 4.4 SpecGr n 22.04 0.09 9.2 17.8 SpecInc n 10.63 0.07 0.4 -3.6 SuMuInt n 10.90 0.08 -0.2 -4.6 TF Incom n 10.22 0.12 -0.4 -5.1 TotIndex n 46.42 0.14 13.1 24.3 U.S.EqResch n 42.44 0.21 17.0 31.6 USLrgCpCore n 32.74 0.34 12.1 28.4 Value n 39.40 0.37 2.2 32.2 Price Funds - Adv Cl: BlChip p 135.23 0.07 34.3 -1.6 Growth p 78.77 0.05 32.2 0.0 R2030A p 22.94 0.11 6.3 7.9 R2040A p 26.12 0.09 8.2 11.6 Price Funds - R Cl: R2030R p 22.59 0.10 6.0 7.1 PRIMECAP Odyssey Fds: AggGrowth r nr 40.82 -0.41 12.6 5.7 Growth r nr 37.76 0.08 12.1 26.4 Stock r nr 35.29 0.22 10.6 39.0 Principal Investors: HiYld IN 7.84 0.04 5.5 3.1 InfPro IN 7.60 0.10 -0.9 -6.9 LgIndxI 21.96 0.10 14.0 28.4 LT2020 In 11.64 0.07 3.6 2.5 LT2030In 12.78 0.07 4.7 5.9 LT2040I 14.33 0.06 6.7 9.9 LT2050I 14.92 0.04 7.9 12.7 MidCpBldA 33.12 0.11 10.4 16.1 PreSecI 8.39 0.03 -0.3 -5.0 PtrLGI In 16.34 -0.04 24.4 5.0 PtrLV In 17.07 0.18 0.9 32.8 RealEstSecI 24.27 0.42 -1.6 7.3 SAMBalA p 14.13 0.09 5.4 6.3 SAMGrA p 16.34 0.07 7.5 11.8 Putnam Funds Class A: DynAAGthA 17.08 0.06 9.3 14.0 PutLargCap p 29.35 0.23 5.0 43.8 GlbHlthCare p 57.00 0.29 1.8 22.0 GrOpp p p 48.87 0.07 28.6 12.8 StDurInc 10.03 0.00 4.2 5.2 SustainLdrsFd p 99.17 0.43 12.1 12.2 Putnam Funds Class Y: GrOpp Y 52.37 0.08 28.9 13.7 PutLargCap 29.36 0.23 5.2 45.0 StDurInc 10.05 0.01 4.3 5.6 R S Royce Funds: PAMut I nr 8.36 -0.10 9.9 31.3 Russell Funds S: StratBd 8.86 0.08 -2.4 -16.3 TaxExBd 21.14 0.20 0.4 -2.9 TxMngUSLgCp 64.30 0.31 13.2 22.4 Rydex Investor Class: NasdaqInv n 63.15 0.07 36.7 22.2 Net YTD 3-Yr. NAV Chg. % Ret. % Ret. Schwab Funds: 1000 Inv nr 93.44 0.33 13.8 25.4 CoreEq n 18.91 0.09 12.3 23.7 FunIntlLgInst nr 9.83 0.03 8.6 35.3 FunUSLgInst nr 22.20 0.14 6.0 46.1 InflProSel n 9.89 0.14 -0.6 -6.1 IntI Sel nr 20.91 -0.01 5.9 14.3 S&P Sel n 67.08 0.31 14.2 29.1 SmCp Sel nr 27.91 -0.42 -1.1 9.3 TSM Sel nr 73.62 0.19 12.9 24.7 USSmCoIdx nr 14.22 -0.09 1.8 38.2 SEI Portfolios: CoreFxIn F 9.06 0.09 -1.6 -16.9 IntlEmg F 10.10 0.08 1.8 -9.5 IntlEq F 10.71 0.02 6.9 12.5 IntMuni F 10.60 0.09 -0.5 -5.3 LgCapGr F 41.37 -0.02 24.4 16.6 TaxMgdLC F 31.77 0.18 6.4 28.8 SmeadFds: SmeadValueInstl 67.58 1.80 2.2 55.6 SSgA Funds: SP500 n 227.00 1.03 14.1 28.6 T TCW Funds: EmMktInc n 5.84 0.06 0.4 -16.8 TotRetBondI n 7.57 0.06 -3.3 -19.9 Thompson IM: Bond n 9.61 0.02 3.0 4.2 Thornburg Fds: IncBuildA t 22.39 0.27 9.3 36.3 IntVal I 23.43 0.18 6.1 5.3 LtdTIncI 12.37 0.05 1.9 -5.2 LtdTMu I 13.21 0.07 0.0 -4.1 Thrivent Funds A: LgCpStk 24.54 0.06 9.6 17.3 MidCapStk 26.49 -0.08 2.6 24.4 Thrivent Funds S: LgCpVal n 25.98 0.17 2.0 46.9 MidCapStk n 31.32 -0.09 2.8 25.3 TIAA-CREF/Instl Cl: CoreBond Inst 8.65 0.08 -0.7 -13.5 CorePlsBd 8.68 0.09 -0.1 -12.1 TIAA-CREF/Retail Cl: EqIdx n 31.21 0.09 12.7 24.2 Gro&Inc n 22.88 0.14 20.2 27.3 TIAA/CREF Funds: BdIdxInst 9.12 0.09 -1.2 -15.3 EqIdxInst 30.66 0.09 12.9 25.1 Gr&IncInst 14.68 0.09 20.5 28.3 IntlEqIdxInst 20.25 -0.01 6.0 14.4 IntlEqIdxRet 20.73 -0.01 5.8 13.5 IntlEqInst 12.27 0.06 7.3 13.0 LC2040Inst 9.49 0.04 7.7 11.5 LCIdx2020Inst 17.72 0.10 4.5 2.7 LCIdx2025Inst 19.46 0.10 5.1 4.5 LCIdx2035Inst 22.97 0.10 6.8 9.1 LCIdx2040Inst 24.47 0.09 7.9 12.1 LCIdx2045Inst 25.43 0.08 8.6 14.6 LrgCpGrIdxInst 47.38 0.15 27.8 21.8 LrgCpGrInst 20.86 -0.01 29.6 8.4 LrgCpVl IdxInst 21.89 0.10 0.7 30.1 LrgCpVl IdxRet 22.30 0.10 0.5 29.1 LrgCpVl Inst 19.68 0.13 3.4 37.4 QuantSmCpEqInst 15.31 -0.28 1.1 29.1 RealSecInst 15.16 0.26 -4.2 -0.8 S&P500IdxInst 47.79 0.22 14.1 29.0 S&P500IdxRet 47.37 0.22 13.9 28.0 SmCpBl IdxInst 19.83 -0.30 -1.1 9.6 SocChEqInst 24.26 0.06 9.0 23.6 Tortoise Capital: TorMLPPipInsCl14.04 0.66 10.6 117.6 Touchstone Funds Gro: MdCpY 45.62 -0.60 10.5 16.3 Touchstone Strategic: LagCapFoc A p 54.27 -0.12 13.8 27.0 Transamerica A: AsAlModGr p 11.30 0.06 5.2 5.5 Trust for Professional Ma: PrfTrtStrtBd Ins 18.59 NA NA NA Tweedy Browne Fds: GblValue n 27.07 0.12 6.3 27.2 U UM Funds: BehavVal 73.66 NA NA NA V VALIC: IntlEq 7.20 0.00 5.3 12.7 MidCpIdx 22.65 -0.12 1.5 26.8 SciTech 21.33 -0.10 34.8 1.5 StckIdx 46.30 0.21 13.8 28.0 ValUltra 11.76 0.03 31.4 6.8 VANGUARD ADMIRAL: 400MCpIdxInst329.34 -1.67 1.8 28.0 500Adml n 399.49 1.85 14.2 29.0 BalAdml n 41.68 0.23 7.2 7.5 CAITAdml n 10.88 0.10 -0.2 -4.5 CALTAdml n 10.78 0.15 -0.6 -6.6 CapOpAdml nr 169.38 0.25 15.9 28.7 DivAppIdxAdm n 42.31 0.25 4.2 23.0 EMAdmr n 32.61 0.07 2.0 -5.6 EnergyAd nr 62.81 2.85 6.3244.6 EnergyAdml nr 91.99 4.45 7.6 89.3 Net YTD 3-Yr. NAV Chg. % Ret. % Ret. EqIncAdml n 81.71 1.06 -1.4 34.7 EuropeAdml n 72.09 -0.03 6.4 17.5 ExplrAdml n 89.41 -0.91 2.9 7.9 ExtndAdml n 106.02 -1.11 6.2 3.6 GNMAAdml n 8.77 0.07 -2.0 -12.8 GroIncAdml n 88.57 0.42 13.4 30.4 GrwthAdml n 143.19 0.11 31.1 17.8 HltClxAd nr 118.13 -0.21 -3.8 16.4 HlthCareAdml nr 86.70 0.04 -0.3 14.8 HYCorAdml nr 5.09 0.02 3.5 1.0 InfProAd n 22.45 0.32 -0.8 -6.3 InfTechIdx n 216.66 -0.51 33.3 31.3 IntlGrAdml n 92.65 -0.97 2.5 -18.5 ITBondAdml n 9.76 0.10 -0.8 -15.5 ITIGradeAdml n 8.08 0.08 0.1 -13.4 ITsryAdml n 9.57 0.06 -1.0 -13.3 ITTresIdx n 19.25 0.14 -0.5 -13.8 LarCapAd n 99.86 0.44 14.8 26.2 LTGradeAdml n 7.22 0.17 -3.9 -28.3 LTsryAdml n 7.77 0.22 -9.0 -40.0 MidCpAdml n 255.95 0.33 2.5 15.8 MrgBkdIdx n 17.36 0.15 -2.7 -14.6 MuHYAdml n 9.95 0.13 -0.1 -5.2 MuIntAdml n 13.03 0.12 -0.3 -4.2 MuLTAdml n 10.21 0.13 -0.8 -6.5 MuLtdAdml n 10.56 0.05 0.8 -0.9 MuShtAdml n 15.54 0.04 1.7 1.5 NJLTAdml n 10.69 0.14 -0.4 -4.2 NYLTAdml n 10.18 0.13 -0.5 -6.1 PacifAdml n 81.79 -0.07 3.9 3.4 PALTAdml n 10.16 0.13 -1.0 -6.7 PrmcpAdml nr 154.90 1.05 18.4 34.3 RealEstatAdml n 107.02 1.76 -5.6 3.0 S&PSC600Idx 339.92 -3.33 -2.5 26.0 SmCapAdml n 88.25 -0.61 1.5 16.2 SmGthAdml n 73.35 -0.82 4.5 -8.7 STBondAdml n 9.84 0.02 1.5 -4.8 STCorpIx n 20.42 0.07 2.1 -3.4 STFedAdml n 9.88 0.01 1.0 -4.4 STIGradeAdml n 9.92 0.03 2.1 -3.3 STIPSIxAdm n 23.62 0.18 2.4 6.0 STsryAdml n 9.71 0.01 0.9 -4.3 STTresIdx n 19.19 0.04 1.9 -2.7 TotBdAdml n 9.15 0.09 -1.1 -15.0 TotIntBdIdxAdm n 19.20 0.19 2.7 -11.9 TotIntlAdmIdx nr 28.52 0.02 4.2 7.7 TotStAdml n 103.95 0.30 12.9 24.7 TxMBal nr 38.15 0.26 6.4 10.5 TxMCapAdml n 223.36 0.82 14.0 27.0 TxMIn nr 13.91 0.00 4.9 12.7 TxMSC nr 74.30 -0.74 -2.5 25.9 USGroAdml n 129.22 -0.62 27.5 -7.0 UtilIxAd nr 64.24 2.09 -14.4 2.3 ValAdml n 53.57 0.48 -0.3 36.6 WdsrllAdml n 71.34 0.44 8.7 37.2 WellsIAdml n 57.15 0.69 -1.0 1.5 WelltnAdml n 68.73 0.62 5.4 13.0 WndsrAdml n 69.64 0.39 2.8 49.4 VANGUARD FDS: CAIT n 10.88 0.10 -0.3 -4.8 CapOp nr 73.37 0.11 15.9 28.4 DivdGro n 34.31 0.29 -1.8 23.6 DivrEq n 40.84 0.02 13.3 18.8 Energy nr 49.01 2.37 7.5 88.8 EqInc n 38.99 0.50 -1.5 34.3 Explr n 96.10 -0.99 2.8 7.5 FTAlWldInAdml n 32.04 0.04 4.5 8.0 GlbCapCyl Inv nr 11.75 0.23 2.2 48.4 GlbEq n 29.04 -0.21 8.6 5.8 GloMinVolFdAdm n 27.33 0.17 1.6 12.4 GNMA n 8.77 0.07 -2.1 -13.1 GroInc n 54.26 0.25 13.3 30.0 HlthCare nr 205.56 0.09 -0.3 14.7 HYCor nr 5.09 0.02 3.5 0.7 InflaPro n 11.44 0.17 -0.8 -6.5 IntlExplr n 15.11 -0.24 -0.3 -9.1 IntlGr n 29.12 -0.30 2.4 -18.7 IntlVal n 37.65 -0.10 5.3 20.0 ITIGrade n 8.08 0.08 0.1 -13.7 LifeCon n 19.46 0.13 3.7 -2.1 LifeGro n 38.34 0.14 7.5 10.7 LifeInc n 14.31 0.13 1.8 -8.3 LifeMod n 28.68 0.15 5.6 4.2 LTIGrade n 7.22 0.17 -4.0 -28.5 MATxEx n 9.57 0.14 -0.7 -7.4 MidCpGro pn 20.69 0.00 9.9 -6.8 MuHY n 9.95 0.13 -0.2 -5.4 MuInt n 13.03 0.12 -0.4 -4.4 OHLTte n 10.90 0.16 -1.7 -8.5 Primcp nr 149.47 1.01 18.3 34.1 PrmcpCor n 30.68 0.17 12.9 36.4 SelValu nr 26.68 -0.05 6.8 52.2 STAR n 25.40 0.10 6.0 3.8 STIGrade n 9.92 0.03 2.1 -3.6 StratgcEq n 31.38 -0.25 2.6 34.2 StrSmCpEqInv n 32.09 -0.44 1.5 37.2 TgtRe2020 n 26.44 0.18 4.3 2.2 TgtRe2025 n 17.55 0.10 5.2 4.0 TgtRe2030 n 33.24 0.17 6.0 6.1 TgtRe2035 n 20.64 0.09 6.7 8.7 TgtRe2040 n 36.51 0.14 7.4 11.2 TgtRe2045 n 24.67 0.08 8.1 13.8 TgtRe2050 n 41.00 0.11 8.5 14.4 TgtRe2060 n 42.12 0.11 8.5 14.4 TgtRet2055 n 45.74 0.13 8.5 14.4 TgtRetInc n 12.44 0.09 3.2 -1.7 USGro n 49.85 -0.24 27.4 -7.3 WellsI n 23.59 0.28 -1.1 1.3 Welltn n 39.80 0.35 5.3 12.7 Wndsr n 20.65 0.11 2.7 48.9 WndsrII n 40.21 0.25 8.7 36.9 VANGUARD INDEX FDS: 500 399.56 1.85 14.1 28.6 EmgMktInstPl 82.49 0.19 2.1 -5.4 ExtndIstPl 261.63 -2.73 6.2 3.7 FTAIWdInPl 107.56 0.15 4.5 8.2 IdxIntl 17.05 0.01 4.2 7.5 ITTresIdx Inst 23.89 0.18 -0.5 -13.7 LTTresIdx Inst 23.39 0.69 -8.8 -40.2 MdCpGrAdml n 83.40 -0.21 8.4 2.8 MdCpVlAdml n 67.16 0.32 -2.6 30.2 SmValAdml n 66.77 -0.25 -0.5 39.2 TotBd2 9.04 0.09 -1.2 -15.1 TotIntlInstIdx r 114.04 0.07 4.2 7.8 TotItlInstPlId r 114.06 0.07 4.3 7.8 TotSt 103.93 0.29 12.8 24.3 VANGUARD INSTL FDS: BalInst 41.69 0.23 7.2 7.6 DevMktsIndInst 13.93 0.00 5.0 12.8 DevMktsInxInst 21.78 0.00 5.0 12.9 EmMkInst r 24.80 0.06 2.0 -5.4 ExtndInst 106.02 -1.10 6.2 3.6 FTAlWldIst r 101.57 0.14 4.5 8.1 FTScinst 29.23 0.03 17.8 22.2 GrwthInst 143.19 0.10 31.1 17.9 InPrSeIn 9.15 0.13 -0.6 -6.1 InstIdx 361.44 1.67 14.2 29.0 InstPlus 361.43 1.67 14.2 29.1 InstTStPlus 74.73 0.21 13.0 24.9 ITBdInst 9.76 0.10 -0.8 -15.5 ITBdInstPI 9.76 0.10 -0.8 -15.5 LaCapInst 411.02 1.82 14.8 26.2 MidCpInst 56.54 0.07 2.5 15.9 MidCpIstPl 278.85 0.36 2.5 15.9 RealEstaInstl 16.56 0.27 -5.6 3.1 Rs1000GrwIdxInst538.81 1.63 27.9 21.9 Rs1000Vl IdxInst257.48 1.13 0.7 29.9 Russ1000IdxInst379.57 1.38 13.8 26.0 SmCapInst 88.24 -0.62 1.6 16.3 SmCapIstPl 254.70 -1.78 1.6 16.3 SmGthInst 58.74 -0.66 4.5 -8.7 SmValInst 37.32 -0.14 -0.5 39.2 STBdIdxInstPl 9.84 0.02 1.5 -4.8 STBDInst 9.84 0.02 1.5 -4.8 STCorpIxInst p 25.00 0.09 2.1 -3.3 STIGradeInst 9.92 0.03 2.2 -3.2 STIPSIxins 23.64 0.18 2.4 6.1 STTresIdx 24.11 0.05 1.9 -2.6 TotBdInst 9.15 0.09 -1.1 -15.0 TotBdInst2 9.04 0.09 -1.2 -15.0 TotBdInstPl 9.15 0.09 -1.1 -15.0 TotIntBdIdxInst 28.81 0.28 2.7 -11.9 TotStInst 103.96 0.29 12.9 24.8 TtlWrldIxInst p 190.31 0.40 9.6 17.8 TxMCaInst r 110.97 0.41 14.1 27.1 ValueInst 53.56 0.48 -0.3 36.6 Victory Funds: EstValA 43.71 0.01 -1.6 45.0 EstValI 43.74 0.00 -1.3 46.4 SmCoOppI 45.05 -0.18 -2.9 37.0 Victory Port: Market Neutral I 8.61 0.07 7.1 10.7 SSfnd 44.98 -0.18 -2.8 37.2 VsycamoreFnd 43.77 0.01 -1.3 46.6 Victory Portfolios I: 500Indx Reward n 55.52 0.25 14.7 27.1 CrnstModAggr n 24.26 0.17 3.3 5.9 Gr&Inc n 21.08 0.15 14.6 20.9 Grwth n 30.39 -0.10 32.2 8.9 Inco n 10.84 0.10 0.0 -11.3 IncStk n 17.32 0.24 1.5 29.9 IntmTerm n 12.03 0.11 -0.1 -4.1 LgTerm n 11.26 0.20 -1.7 -8.0 Nasdaq100 n 38.45 0.05 37.5 25.4 ntTerBd n 8.73 0.07 0.5 -9.4 S&PIdx n 55.48 0.25 14.7 26.7 TarRet2040 n 11.44 0.03 6.8 13.1 VicAggFnd n 46.76 0.03 31.9 4.1 SustWld n 24.32 0.06 12.7 16.6 CorePlus INSTL 8.74 0.08 0.6 -9.2 Income Fund INST 10.83 0.10 0.0 -11.1 IntlFd INSTL 23.60 -0.08 5.1 13.4 Short-Term INSTL 8.72 0.01 3.0 2.5 Virtus Equity Trust: SmCapSusI 32.34 -0.89 11.2 -12.4 VirtusFunds: CeredexMdCpVlEqI 10.62 0.06 -1.3 21.9 VirtusFunds Cl I: MulSStI 4.36 0.01 3.5 0.0 Vivaldi Merger: Arbitrage Fund 10.95 0.02 2.2 15.5 Voya Fds: InmdBdI 8.22 NA NA NA WXYZ Wasatch: CoreGr n 71.66 -1.45 10.8 8.3 WCM Focus Funds: WCMFocIntlGrwIns20.63 0.06 4.9 -3.3 Western Asset: CoreBondI 9.98 NA NA NA CoreBondIS 9.99 NA NA NA CorePlusBdA 8.73 NA NA NA CorePlusBdI 8.74 NA NA NA CorePlusBdIS 8.74 NA NA NA ManagedMuniA 14.25 0.17 -0.1 -4.1 SMAShCrPlCp n 5.75 0.06 -3.4 -26.7 SmashSerM n 7.29 NA NA NA Wm Blair Funds Cl I: SmMidI r 26.33 -0.18 1.6 -3.6 For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 45 Trading Diary Market Advance/Decline Volumes Daily Oct 9 10 11 12 13 NY Up 478,446 666,214 447,903 132,602 357,752 NY Off 244,372 159,488 342,101 666,001 479,710 NY Up - Comp. 1,995,688 2,876,358 1,965,326 665,485 1,498,095 NY Off - Comp. 1,098,420 599,410 1,577,120 2,937,373 2,013,424 NYSE Amer UP 4,471 4,699 10,762 4,683 6,988 NYSE Amer Off 3,718 3,074 5,769 7,604 4,233 NASD Up 2,079,870 3,112,009 2,340,669 1,481,757 1,530,951 NASD Off 1,715,433 1,150,601 1,766,580 3,329,864 2,591,752 NYSE Arca UP 185,825 230,676 192,093 72,485 160,507 NYSE Arca Off 82,192 74,569 91,930 268,666 170,261 % (QCHA) +.52 +.93 +.02 –1.42 –.32 % (QACH) +.83 +.07 +.67 –.31 +.70 % (QCHAQ) –.14 +1.13 +.34 –1.22 –.53 Market Advance/Decline Totals NYSE NYSE Weekly Comp. NYSE Amer Nasdaq Arca Total Issues 3,061 353 4,870 2,063 Advances 1,456 164 1,772 1,265 Declines 1,541 179 2,952 781 Unchanged 64 10 146 17 New Highs 80 6 136 39 New Lows 306 46 739 68 Week ended last Friday compared to previous Friday NYSE Composite Daily Breadth Daily Oct 9 10 11 12 13 Issues Traded 2,955 2,971 2,964 2,973 2,979 Advances 1,962 2,128 1,759 486 1,096 Declines 912 764 1,113 2,405 1,788 Unchanged 81 79 92 82 95 New Highs 28 42 35 37 27 New Lows 99 27 52 166 162 Blocks - primary 3,676 3,947 3,847 4,081 3,965 Total (000) - primary 738,661 835,518 800,395 818,546 847,230 Total (000) 3,174,632 3,520,240 3,601,661 3,713,143 3,566,563 NYSE American Composite Daily Oct 9 10 11 12 13 Issues Traded 324 320 319 316 320 Advances 170 165 142 109 155 Declines 139 130 156 197 143 Unchanged 15 25 21 10 22 New Highs 2 1 4 2 ... New Lows 10 9 11 19 21 Blocks - primary 92 100 155 175 142 Total (000) - primary 8,312 8,120 17,086 12,330 11,585 Total (000) 170,144 128,392 520,827 284,507 272,141 Nasdaq Daily Oct 9 10 11 12 13 Issues Traded 4,420 4,466 4,448 4,459 4,399 Advances 2,051 2,902 1,882 1,116 1,570 Declines 2,176 1,374 2,338 3,171 2,640 Unchanged 193 190 228 172 189 New Highs 39 55 50 42 30 New Lows 321 179 210 331 346 Blocks - primary 25,305 25,520 27,988 32,059 24,829 Total (000) 3,835,931 4,301,357 4,160,445 4,858,627 4,251,554 NYSE Arca Composite Daily Oct 9 10 11 12 13 Issues Traded 1,796 1,802 1,814 1,809 1,824 Advances 1,308 1,472 1,313 229 644 Declines 473 305 470 1,566 1,159 Unchanged 15 25 31 14 21 New Highs 11 13 17 10 12 New Lows 14 5 13 34 36 Blocks - primary 1,046 1,468 1,346 1,606 1,693 Total (000) - primary 269,050 306,883 289,867 341,789 332,282 Total (000) 1,345,3611,645,890 1,519,385 1,796,323 1,734,329 DATA MARKET LABORATORY BARRONS.COM/DATA DJ Half-Hourly Averages Dow Jones 30 Industrial (divisor: 0.15172752595384) Daily Oct 9 10 11 12 13 Open (t) 33301.80 33699.42 33821.29 33858.56 33759.33 Open (a) 33259.84 33683.41 33822.20 33845.65 33733.34 10:00 33385.68 33653.82 33815.38 33700.92 33881.71 10:30 33348.11 33776.28 33811.18 33705.68 33781.74 11:00 33280.57 33751.54 33813.52 33725.02 33686.93 11:30 33386.63 33823.19 33709.70 33733.83 33659.09 12:00 33406.40 33871.09 33704.91 33759.37 33618.37 12:30 33408.99 33879.20 33670.49 33819.01 33759.91 1:00 33371.92 33869.23 33687.33 33778.15 33693.01 1:30 33452.24 33790.74 33641.69 33565.18 33568.03 2:00 33590.24 33796.33 33657.68 33509.24 33667.52 2:30 33605.00 33767.83 33698.14 33544.97 33669.20 3:00 33613.32 33731.63 33724.69 33589.02 33666.91 3:30 33587.56 33735.89 33737.38 33612.49 33640.77 Close 33604.65 33739.30 33804.87 33631.14 33670.29 High (t) 33686.08 33961.17 34064.91 34000.09 34069.10 Low (t) 33152.17 33499.36 33507.30 33392.62 33428.41 High (a) 33631.81 33898.22 33882.55 33863.80 33957.72 Low (a) 33253.69 33604.32 33612.25 33455.60 33551.58 Change +197.07 +134.65 +65.57 –173.73 +39.15 Theoretical (t): High 34069.10 Low 33152.17 Actual (a): High 33957.72 Low 33253.69 Dow Jones 20 Transport (divisor: 0.16343894576034) Open (t) 14689.15 14987.13 15093.83 15172.21 14996.30 Open (a) 14705.64 14972.13 15086.18 15170.44 14980.79 10:00 14750.23 14997.29 15140.52 15040.28 15044.18 10:30 14730.89 15083.74 15081.45 15033.26 15004.41 11:00 14782.10 15076.64 15093.60 14966.65 14979.85 11:30 14785.83 15134.34 15097.84 14992.78 14926.89 12:00 14817.11 15152.63 15064.58 15017.97 14889.71 12:30 14858.77 15172.46 15020.91 15022.95 14809.79 1:00 14829.77 15144.46 15009.95 15032.54 14851.91 1:30 14837.45 15088.55 15029.18 14935.01 14748.01 2:00 14913.92 15099.35 15031.54 14855.10 14769.51 2:30 14968.86 15097.25 15068.78 14857.26 14739.88 3:00 14980.32 15103.38 15102.37 14907.68 14708.04 3:30 14945.61 15102.58 15118.39 14940.21 14728.67 Close 14941.05 15074.47 15124.98 14963.08 14699.43 High (t) 15008.30 15203.96 15209.32 15177.84 15097.38 Low (t) 14632.68 14957.45 14976.48 14830.16 14640.64 High (a) 14982.37 15178.91 15161.56 15177.11 15085.05 Low (a) 14660.06 14972.13 14990.03 14838.69 14657.12 Change +133.32 +133.42 +50.51 –161.90 –263.65 Theoretical (t): High 15209.32 Low 14632.68 Actual (a): High 15178.91 Low 14657.12 Dow Jones 15 Utilities (divisor: 1.19780346554510) Open (t) 799.43 810.68 823.15 826.40 823.52 Open (a) 799.46 810.49 822.60 826.32 821.72 10:00 805.60 811.78 820.78 829.02 827.04 10:30 801.50 818.17 819.04 823.08 827.06 11:00 800.82 815.81 820.74 817.93 825.19 11:30 805.14 817.42 818.89 818.11 822.62 12:00 802.84 817.17 819.85 818.32 824.21 12:30 803.58 817.26 820.73 820.36 823.97 1:00 801.05 819.01 822.29 821.12 823.77 1:30 803.03 817.67 823.32 817.50 821.34 2:00 806.47 817.03 822.66 813.05 823.59 2:30 808.28 816.42 824.23 811.81 824.92 3:00 806.68 817.53 826.61 813.43 822.82 3:30 805.17 818.00 829.56 813.91 823.00 Close 810.30 818.82 829.75 817.19 824.56 High (t) 811.67 821.61 831.82 831.15 832.04 Low (t) 796.90 808.78 816.05 809.94 817.57 High (a) 810.42 819.71 830.70 830.45 830.65 Low (a) 797.66 810.31 817.29 810.15 819.54 Change +10.16 +8.52 +10.93 –12.56 +7.37 Theoretical (t): High 832.04 Low 796.90 Actual (a): High 830.70 Low 797.66 Dow Jones 65 Composite (divisor: 0.76514789702961) Open (t) 10992.83 11152.94 11219.41 11248.64 11186.88 Open (a) 10988.21 11146.26 11217.10 11245.57 11175.59 10:00 11025.57 11155.52 11207.96 11186.82 11227.21 10:30 11016.29 11198.55 11208.41 11176.54 11193.83 11:00 11010.99 11202.79 11215.05 11173.89 11159.54 11:30 11044.88 11218.92 11189.06 11178.69 11151.38 12:00 11050.48 11233.46 11182.65 11185.41 11120.79 12:30 11052.09 11238.37 11165.67 11202.90 11158.23 1:00 11039.00 11236.14 11177.24 11188.23 11126.71 1:30 11067.10 11206.11 11170.84 11114.20 11088.56 2:00 11116.57 11207.26 11176.79 11090.06 11117.89 2:30 11126.67 11198.04 11197.47 11103.55 11113.86 3:00 11126.34 11190.22 11210.35 11120.80 11109.92 3:30 11114.55 11192.25 11218.86 11131.86 11093.59 Close 11123.71 11192.25 11233.15 11144.45 11107.43 High (t) 11156.37 11268.27 11305.97 11285.34 11283.22 Low (t) 10947.14 11103.96 11120.97 11057.41 11035.96 High (a) 11132.52 11243.53 11238.60 11250.93 11248.09 Low (a) 10988.21 11136.43 11159.85 11075.80 11075.81 Change +83.47 +68.54 +40.90 –88.70 –37.02 Theoretical (t): High 11305.97 Low 10947.14 Actual (a): High 11250.93 Low 10988.21 Other Market Indexes Daily 10/09 10/10 10/11 10/12 10/13 NYSE Amer Comp 4575.41 4609.72 4629.08 4632.74 4662.76 AmMajorMkt 3035.88 3055.06 3050.54 3032.84 3032.97 BNY ADR Idx 152.43 154.72 156.02 154.89 153.85 Europe 149.22 151.07 152.58 151.77 151.09 Latin Am 186.54 191.72 193.05 190.13 190.70 Asia 175.04 177.98 179.02 177.42 175.23 Emerg M 280.86 286.30 288.73 283.97 281.89 DJ US TSM Float43141.54 43401.48 43570.22 43217.03 42973.31 Nasdaq Cmp 13484.24 13562.84 13659.68 13574.22 13407.23 100 Index 15047.15 15131.52 15241.12 15184.10 14995.12 Indus. 8560.21 8649.42 8681.48 8588.83 8499.15 Insur. 12016.73 11973.33 12071.77 11992.29 12062.46 Banks 3004.28 3038.74 3042.95 3002.58 2955.36 Computer 11622.22 11655.24 11790.75 11772.88 11579.01 Telecom 410.26 413.15 412.84 410.28 409.77 NYSE Comp.-z 15318.08 15450.24 15487.78 15329.55 15323.70 Financial-z 8591.94 8672.93 8714.95 8629.36 8608.42 Health Care-z23240.18 23368.79 23361.44 23173.50 23306.48 Energy-z 13654.75 13703.00 13596.45 13599.00 13865.84 Russell 1000 2374.23 2387.76 2397.70 2380.17 2367.47 2000 1755.99 1775.95 1773.30 1734.25 1719.71 3000 2482.61 2497.49 2507.15 2486.90 2473.25 Value-v 1485.70 1496.19 1495.57 1479.82 1480.22 Growth-v 2746.71 2759.14 2781.56 2768.89 2740.89 MidCap 2759.48 2784.14 2795.04 2751.83 2737.30 S&P 100 Index 2040.97 2049.65 2060.34 2052.14 2038.40 500 4335.66 4358.24 4376.95 4349.61 4327.78 Ind. 6253.67 6282.07 6307.16 6271.00 6229.64 MidCap 2473.99 2497.37 2505.33 2457.55 2442.80 SmallCap 1133.49 1145.92 1147.79 1125.82 1112.76 Value Line(A) 8811.02 8915.14 8922.23 8761.70 8714.58 Value Line(G) 529.87 536.04 536.30 526.54 523.59 DJ US Small TSM12102.70 12235.84 12232.66 11970.31 11880.89 (A)-Arithmetic Index. (G)-Geometric Index. (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec. 31,2002=5000. The Dow Jones Averages Industrials 31650 32275 32900 33525 34150 34775 35400 36025 April May June July August September October Transportation 13300 13695 14090 14485 14880 15275 15670 16065 16460 16855 April May June July August September October Utilities 740 795 850 905 960 1015 April May June July August September October Components Week's Change 3M 0.28 American Express 1.78 Amgen 16.63 Apple 1.36 Boeing -2.47 Caterpillar 1.90 Chevron 1.83 Cisco Systems 0.32 Coca-Cola -0.25 Disney 1.41 Dow -0.55 Goldman Sachs -3.18 Home Depot -0.90 Honeywell International -1.10 IBM -3.57 Intel -0.22 Johnson & Johnson -0.79 JPMorgan Chase 2.90 McDonald's 0.09 Merck 0.13 Microsoft 0.47 Nike Cl B 2.80 Procter & Gamble 0.60 Salesforce -2.77 Travelers 1.26 UnitedHealth Group 14.59 Verizon Communications -0.18 Visa Cl A 2.63 Walgreens Boots Alliance 1.44 Walmart 3.42 Components Week's Change Alaska Air Group -2.00 American Airlines Group -1.04 Avis Budget Group -5.13 CH Robinson Worldwide -0.86 CSX 0.23 Delta Air Lines -2.90 Expeditors Intl of Wash 1.85 FedEx -15.06 JB Hunt Transport 4.78 JetBlue Airways -0.22 Kirby Corp 0.54 Landstar System -0.27 Matson -0.76 Norfolk Southern 9.43 Old Dominion Freight Line -8.34 Ryder System 0.76 Southwest Airlines -1.71 Union Pacific 5.29 United Airlines -3.10 United Parcel Service B 0.81 Components Week's Change AES 0.71 American Elec Power 2.28 American Water Works -0.81 Atmos Energy 3.43 Consolidated Edison 1.67 Dominion Energy 0.18 Duke Energy 1.76 Edison International 3.63 Exelon 1.87 FirstEnergy 1.35 NextEra Energy 4.25 Public Svc Enterprise 3.48 Sempra 2.36 Southern 1.58 Xcel Energy 1.51 Note: Theoretical highs and lows are shown. A red chart indicates a lower price than the starting period. Green means it's higher than the starting period. For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

46 BARRON’S October 16, 2023 Distributions & Offerings Secondary Distributions of common stocks None Source: Dealogic LLC, New York City; (212) 577-4400. 144 Filings SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to sell shares. Shares Indicated: the number to be sold. Sales Date: the approximate date of the sale. (Sometimes shares aren't sold, even though their owner has filed a Form144.) Source: Thomson Reuters Shares Sale Company Sym Indicated $ Value Date Seller Title Docusign DOCU 289,667 12,203,671 10/9/23 Springer, Daniel D Docusign DOCU 289,667 11,887,934 10/6/23 Springer, Daniel D Docusign DOCU 289,666 12,276,045 10/10/23 Springer, Daniel D Kennedy-Wilson KW 250,000 3,470,000 10/6/23 Ricks, Mary FO Crowdstrike CRWD 200,000 38,920,070 10/9/23 Sullivan, Godfrey D Copart CPRT 160,000 7,200,000 10/10/23 Fisher, Stephen D Doordash DASH 132,300 10,471,022 10/10/23 Xu, Tony H Cloudflare NET 116,186 6,785,262 10/4/23 Ledbetter, Carl AF Permian Resources PR 113,861 1,593,176 10/9/23 Garrison, Matthew FO Boston Scientific BSX 113,355 5,904,475 10/9/23 Mahoney, Michael OD Coming U.S. AuctionsYields (%) Monday When Issued* Last Auction $75.0 bil 3-month 5.484 5.340 $68.0 bil 6-month 5.542 5.320 Wednesday $13.0 bil 19-yr 10ms 4.699 4.592 * As of Friday afternoon. Investor Sentiment Readings High bullish readings in the Consensus stock index or in the Market Vane stock index usually are signs of Market tops; low ones, market bottoms. Last Week 2 Weeks Ago 3 Weeks Ago Consensus Index Consensus Bullish Sentiment 45% 47% 56% AAII Index Bullish 40.0% 30.1% 27.8% Bearish 36.5 41.6 40.9 Neutral 23.5 28.3 31.3 Market Vane Bullish Consensus 54% 51% 52% TIM Group Market Sentiment Indicator 51.8% 47.3% 47.7% Sources: Consensus Inc.; American Association of Individual Investors; Market Vane; TIM Group Arms Index 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. Daily 10/9 10/10 10/11 10/12 10/13 NYSE 1.18 .58 1.27 .89 .82 NYSE American 1.17 .71 .22 .77 .56 Nasdaq .78 .78 .61 .79 1.01 New Listings NYSE Birkenstock (BIRK) Renasant (RNST) Nasdaq Agape ATP (ATPC) Gamer Pakistan (GPAK) Global Mofy Metaverse (GMM) Kolibri Global Energy (KGEI) La Rosa (LRHC) Primech (PMEC) Trading Suspended NYSE Juniper II (JUN) SIGNA Sports (SSU) NYSE American Navidea Biopharma (NAVB) Nasdaq EBET (EBET) Horizon Therapeutics (HZNP) Molekule Group (MKUL) National Instruments (NATI) Renasant (RNST) Zynerba Pharma (ZYNE) Name Changes NYSE None NYSE American None Nasdaq None Selected IPOs Ticker Initial Offer Price IPO Date Recent Price %Chg Agape ATP ATPC 4.00 10/11 1.60 -60.0% Birkenstock BIRK 46.00 10/11 36.38 -20.9% Global Mofy Metaverse GMM 5.00 10/10 5.01 0.2% La Rosa LRHC 5.00 10/10 2.80 -44.0% Primech PMEC 4.00 10/10 1.28 -68.0% DATA BARRONS.COM/DATA MARKET LABORATORY Stock Volume Last Week Prev. Week Year Ago YOY % Chg NYSE(a) 4,040,350 4,608,453 4,829,938 -16.35 30 Dow Inds (b) 1,338,167 1,474,554 1,835,006 -27.08 20 Dow Trans (b) 572,670 532,139 620,028 -7.64 15 Dow Utils (b) 367,958 543,848 306,428 20.08 65 Dow Stks (b) 2,278,795 2,550,542 2,761,462 -17.48 NYSE American (a) 57,432 51,390 47,206 21.66 Nasdaq(d) 21,407,914 22,023,998 22,512,622 -4.91 NYSE 15 Most Active Average Price 21.50 17.13 13.92 54.45 % Tot Vol 13.87 12.87 14.56 -4.74 Stock Offerings $(z,v) 3,053,700 r444,000 858,300 255.78 Daily Stock Volume 10/9 10/10 10/11 10/12 10/13 NYSE(a) 738,661 835,518 800,395 818,546 847,230 30 Inds (b) 229,795.2 255,646.9 256,562.6 289,818.5 306,344.2 20 Trans (b) 122,894.0 99,516.5 97,157.2 136,748.3 116,353.6 15 Utils (b) 69,730.9 74,004.5 66,833.8 85,395.7 71,993.1 65 Stks (b) 422,420.1 429,168.0 420,553.5 511,962.5 494,690.9 NYSE Amer(a) 8,312 8,120 17,086 12,330 11,585 Nasd(d) 3,835,931 4,301,357 4,160,445 4,858,627 4,251,554 NYSE 15 Most Active Avg. Price 23.34 22.29 17.60 22.50 35.45 % Tot Vol 15.17 13.97 16.20 14.30 14.23 Numbers in thousands save price and percentages. (a) Primary volume. (b) Composite volume. (d) as of 4:10 pm. (r) Revised. (v) W/E Thursday. (z) Source: Refinitiv. NYSE Half Hour Volume Daily 10/9 10/10 10/11 10/12 10/13 9:30-10:00 83,444 81,052 84,114 83,744 82,612 10:00-10:30 34,529 40,707 36,661 39,739 39,132 10:30-11:00 29,769 36,029 33,847 34,016 36,665 11:00-11:30 25,686 30,534 30,968 28,506 32,235 11:30-12:00 22,879 25,365 25,185 26,567 26,485 12:00-12:30 20,288 21,296 23,570 23,473 22,621 12:30-1:00 17,981 20,285 20,299 21,708 23,544 1:00-1:30 17,471 26,472 21,782 31,326 27,135 1:30-2:00 24,512 20,939 23,977 27,960 25,460 2:00-2:30 21,299 24,234 24,369 32,130 25,004 2:30-3:00 23,224 24,663 23,399 25,519 26,934 3:00-3:30 28,804 28,576 29,702 33,341 34,036 3:30-4:00 388,774 455,366 422,523 410,516 445,367 Per Share Values of Stocks In the Dow Jones Averages This is a list of the Dow Jones trailing 52-week diluted share earnings, dividends and book values as reported by the company. Bolded numbers indicate new values. Sources Barron's Stats and FactSet. Industrial Stocks Book Earns Divs. Value Johnson&John 5.78 4.64 29.39 JPMorgChase 16.75 4.05 90.29 McDonalds 10.87 6.08 (8.06) Merck Co 1.27 2.92 18.12 Microsoft 9.69 2.72 27.75 Nike Inc 3.24 1.36 9.14 Proc Gam 5.27 3.708 19.46 3M Co (2.84) 5.98 26.80 Salesforce.com 1.49 0.00 57.84 Travelers Cos 9.39 3.86 92.89 UnitedHealth Grp 23.04 7.06 83.27 Verizon 5.00 2.6225 21.70 Visa 7.94 1.80 16.08 Walgreens (3.56) 1.98 29.23 Wal-mart 5.20 2.27 28.48 Kirby Corp 2.90 Nil 50.79 Landstar Sys 9.38 1.23 24.70 Matson Inc 12.19 1.25 63.28 Norf Southern 11.12 5.29 55.83 Old Dominion 11.51 1.50 33.14 Ryder Sys 9.55 2.57 63.45 Southwest Air 0.88 0.72 17.99 Un Pacific 10.96 5.20 19.86 UPS 11.53 6.38 23.04 United Airlines 8.06 Nil 21.09 The Week In Stocks For the Major Indexes 12-Month Weekly Friday Weekly 12-Month Change From High Low High Low Close Chg. % Chg. Chg. % Chg. 12/30 % Chg. Dow Jones Indexes 35630.68 29634.83 30 Indus 33804.87 33604.65 33670.29 262.71 0.79 4035.46 13.62 523.04 1.58 16695.32 12429.60 20 Transp 15124.98 14699.43 14699.43 –108.30 –0.73 2196.05 17.56 1307.52 9.76 1002.11 783.08 15 Utilities 829.75 810.30 824.56 24.42 3.05 –22.55 –2.66 –142.84 –14.77 12083.25 9884.10 65 Comp 11233.15 11107.43 11107.43 67.19 0.61 1223.33 12.38 144.60 1.32 Dow Jones Indexes 45969.67 36056.21 US TSM Float 43570.22 42973.31 42973.31 102.32 0.24 6917.10 19.18 4452.71 11.56 1122.26 876.95 US Market 1067.60 1053.88 1053.88 3.51 0.33 176.93 20.18 116.05 12.37 796.15 528.30 Internet 745.88 721.97 721.97 –9.73 –1.33 169.09 30.58 161.24 28.76 New York Stock Exchange 16427.29 13607.31 Comp-z 15487.78 15318.08 15323.70 109.67 0.72 1716.39 12.61 139.39 0.92 9504.73 7784.85 Financial-z 8714.95 8591.94 8608.42 20.64 0.24 823.57 10.58 –60.35 –0.70 24046.70 21199.64 Health Care-z 23368.79 23173.50 23306.48 163.63 0.71 2106.84 9.94 –133.36 –0.57 14130.20 11549.36 Energy-z 13865.84 13596.45 13865.84 667.66 5.06 1875.97 15.65 813.96 6.24 NYSE American Stock Exchange 4688.00 3871.21 NYSE Amer Comp 4662.76 4575.41 4662.76 228.81 5.16 454.68 10.80 527.42 12.75 3272.54 2601.45 Major Mkt 3055.06 3032.84 3032.97 12.15 0.40 431.52 16.59 94.94 3.23 Standard & Poor's Indexes 2142.10 1622.25 100 Index 2060.34 2038.40 2038.40 8.80 0.43 416.15 25.65 329.23 19.26 4588.96 3583.07 500 Index 4376.95 4327.78 4327.78 19.28 0.45 744.71 20.78 488.28 12.72 6567.80 4996.93 Indus 6307.16 6229.64 6229.64 19.55 0.31 1232.71 24.67 917.33 17.27 2728.44 2245.21 MidCap 2505.33 2442.80 2442.80 –12.63 –0.51 197.59 8.80 12.42 0.51 1315.82 1091.05 SmallCap 1147.79 1112.76 1112.76 –11.24 –1.00 21.71 1.99 –44.77 –3.87 Nasdaq Stock Market 14358.02 10213.29 Comp 13659.68 13407.23 13407.23 –24.11 –0.18 3085.85 29.90 2940.75 28.10 15841.35 10679.34 100 Index 15241.12 14995.12 14995.12 21.88 0.15 4303.06 40.25 4055.35 37.07 9649.15 7178.71 Indus 8681.48 8499.15 8499.15 –29.09 –0.34 801.11 10.41 1151.48 15.67 12643.69 10439.00 Insur 12071.77 11973.33 12062.46 120.83 1.01 1623.46 15.55 420.57 3.61 4402.30 2658.90 Banks 3042.95 2955.36 2955.36 –47.01 –1.57 –1229.46 –29.38 –1089.59 –26.94 12125.02 7416.59 Computer 11790.75 11579.01 11579.01 9.77 0.08 3949.58 51.77 3772.05 48.32 427.98 334.90 Telecom 413.15 409.77 409.77 4.13 1.02 74.88 22.36 38.32 10.32 Russell Indexes 2518.42 1969.38 1000 2397.70 2367.47 2367.47 8.28 0.35 398.09 20.21 261.57 12.42 2003.18 1682.40 2000 1775.95 1719.71 1719.71 –25.85 –1.48 37.31 2.22 –41.53 –2.36 2643.69 2076.07 3000 2507.15 2473.25 2473.25 6.31 0.26 397.18 19.13 256.10 11.55 1610.07 1358.59 Value-v 1496.19 1479.82 1480.22 6.34 0.43 121.63 8.95 –16.90 –1.13 2871.55 2082.30 Growth-v 2781.56 2740.89 2740.89 7.74 0.28 658.59 31.63 582.70 27.00 3033.30 2481.47 MidCap 2795.04 2737.30 2737.30 –2.07 –0.08 255.83 10.31 36.62 1.36 Others 9818.83 7766.63 Value Line-a 8922.23 8714.58 8714.58 –45.42 –0.52 947.95 12.21 184.55 2.16 606.49 495.91 Value Line-g 536.30 523.59 523.59 –3.32 –0.63 27.68 5.58 –12.76 –2.38 13782.03 11366.81 DJ US Small TSM 12235.84 11880.89 11880.89 –153.42 –1.27 514.08 4.52 –170.22 –1.41 977.76 760.72 Barron's Future Focus 894.42 876.36 876.36 –3.83 –0.44 115.63 15.20 64.19 7.90 1036.97 862.18 Barron's 400 972.96 951.75 951.75 –2.05 –0.21 89.57 10.39 31.36 3.41 High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec. 31,1965=50 z-Dec. 31,2002=5000 Indexes’ P/Es & Yields DJ latest 52-week earnings and dividends adjusted by Dow Divisors at Friday's close. S&P Dec. 4-quarter's GAAP earnings as reported and indicated dividends based on Friday close.S&P 500 P/E ratios based on GAAP earnings as reported. For additional earnings series, please refer to www.spglobal.com. DJ latest available book values for FY 2022 and 2021, and S&P latest for 2022 and 2021. r- Revised data Last Week Prev. Week Last Year DJ Ind Avg 33670.29 33407.58 29634.83 P/E Ratio 23.51 23.56 17.75 Earns Yield % 4.25 4.24 5.63 Earns $ 1432.11 1417.74 1669.64 Divs Yield % 2.15 2.17 2.28 Divs $ 723.73 723.73 674.59 Mkt to Book 4.39 4.36 3.98 Book Value $ 7664.40 7664.40 7439.45 DJ Trans Avg 14699.43 14807.73 12503.38 P/E Ratio 12.93 13.07 11.24 Earns Yield % 7.73 7.65 8.89 Earns $ 1136.63 1132.72 1111.97 Divs Yield % 1.46 1.44 1.48 Divs $ 214.45 213.84 184.86 Mkt to Book 4.18 4.21 3.89 Book Value $ 3514.52 3514.52 3214.72 DJ Utility Avg 824.56 800.14 847.11 P/E Ratio 19.62 19.04 23.57 Earns Yield % 5.10 5.25 4.24 Earns $ 42.03 42.03 35.94 Divs Yield % 3.72 3.84 3.45 Divs $ 30.69 30.69 29.23 Mkt to Book 1.83 1.78 1.95 Book Value $ 450.45 450.45 435.47 S&P 500 Index 4327.78 4308.50 3583.07 P/E Ratio 23.91 24.60 18.64 Earns Yield % 4.18 4.07 5.37 Earns $ 181.01 175.17 192.26 Divs Yield % 1.66 1.65 1.88 Divs $ 71.84 71.09 67.36 Mkt to Book 4.22 4.21 3.55 Book Value $ 1024.56 1024.56 1008.02 S&P Ind Index 6229.64 6210.09 4996.93 P/E Ratio 27.38 26.84 19.76 Earns Yield % 3.65 3.73 5.06 Earns $ 227.55 231.34 252.89 Divs Yield % 1.43 1.43 1.69 Divs $ 89.08 88.80 84.45 Mkt to Book 5.68 5.67 4.80 Book Value $ 1095.83 1095.83 1042.07 U.S. Dollar Index vs Euro and Yen -10 -15-5 5 0201510 N D J F M A M J J A S O sEURO in $ YEN in $ s DXY s Source: Tullett Prebon Cash Stampede: The ICE U.S. Dollar Index (DXY) rose 0.6% for the week, to 106.63. It began to jump on Wednesday after inflation data came in hotter than expected, sending interest rates higher. Global investors rushed to buy dollars. Book Earns Divs. Value Am Exp 9.83 2.32 33.26 Amgen 14.83 8.33 6.86 Apple 5.95 0.94 3.18 Boeing (7.49) Nil (26.58) Caterpillar 16.07 4.90 30.73 Chevron Corp 15.77 5.95 83.17 Cisco Sys 3.07 1.55 9.68 Coca Cola 2.43 1.82 5.57 Disney Walt 1.23 Nil 52.09 Dow 2.42 2.80 29.39 Goldman Sachs 23.44 10.25 317.90 Home Depot 16.01 8.17 1.54 Honeywell 8.80 4.12 24.99 IBM 7.34 6.62 24.22 Intel (0.22) 0.98 24.52 Transportation Stocks Alaska Air Group 1.23 Nil 29.92 American Airlines 3.73 Nil (8.91) Avis Budget Grp 50.50 Nil (18.03) C.H. Robinson 4.35 2.44 11.64 CSX Corp 1.98 0.42 6.11 Delta Air Lines 5.28 0.20 10.26 Expeditors Int'l 6.67 1.36 20.15 FedEx 16.40 4.82 103.86 Hunt (JB) 7.47 1.66 35.34 JetBlue Air 0.08 Nil 10.90 Utility Stocks AES Corp. (0.08) 0.6557 2.39 Am Elec 3.86 3.32 46.50 American Water Works 4.79 2.725 42.30 Atmos Energy 5.84 2.96 66.85 Con Ed 6.97 3.22 58.27 Dominion Energy 2.70 2.67 31.26 Duke Energy 1.79 4.04 61.51 Edison Int'l 2.49 2.95 35.70 Exelon 2.12 1.4175 24.89 FirstEnergy 0.65 1.56 17.77 NextEra Energy 3.78 1.8275 19.74 Xcel Energy 3.15 2.0475 30.34 Pub Sv Ent 5.56 2.25 27.62 Sempra Energy 7.90 2.3575 83.43 Southn Co. 2.77 2.76 27.67 For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 47 DATA MARKET LABORATORY BARRONS.COM/DATA Dow Jones U.S. Total Market Industry Groups Net Change % Change and Ranking 52 Week Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Defense DJUSDN 568.93 + 56.59 –40.45 +11.04 [1] +2.94 [99] –6.64 [100] +10.08 630.68 506.82 Exploration & Production DJUSOS 1089.17 + 70.26 68.70 +6.90 [2] +3.16 [95] +6.73 [50] +52.00 1,150.57 864.62 Pipelines DJUSPL 711.60 + 43.68 25.11 +6.54 [3] +11.46 [63] +3.66 [58] +19.41 724.80 601.02 Oil Equip, Svcs & Distri DJUSOQ 416.21 + 24.13 33.33 +6.15 [4] +25.29 [20] +8.70 [46] +33.18 419.90 319.35 Oil Equipment & Svcs DJUSOI 331.56 + 18.09 35.14 +5.77 [5] +36.75 [9] +11.85 [36] +48.84 347.74 231.04 Aerospace & Defense DJUSAE 1583.39 + 85.21 –110.67 +5.69 [6] +9.36 [71] –6.53 [99] +10.16 1,744.89 1,402.00 Oil & Gas Producers DJUSOG 875.49 + 36.46 10.97 +4.35 [7] +3.33 [92] +1.27 [70] +46.06 938.45 751.24 Gold Mining DJUSPM 93.54 + 3.84 –15.62 +4.28 [8] –1.71 [109] –14.31 [123] –12.78 127.39 84.50 Mining DJUSMG 84.40 + 3.30 –15.58 +4.07 [9] –4.92 [119] –15.58 [128] –13.59 117.09 76.93 Drug Retailers DJUSRD 861.30 + 32.64 –25.91 +3.94 [10] +9.90 [69] –2.92 [81] +9.52 951.29 774.85 Electricity DJUSEU 276.75 + 10.43 –57.68 +3.92 [11] –7.81 [127] –17.25 [130] –2.52 341.27 262.66 Conventional Electricity DJUSVE 277.45 + 10.46 –57.55 +3.92 [12] –7.69 [126] –17.18 [129] –2.48 341.80 263.37 Publishing DJUSPB 595.43 + 21.69 105.00 +3.78 [13] +35.80 [10] +21.41 [17] +9.92 613.72 429.66 Specialty REITs DJUSSR 213.94 + 6.54 –17.71 +3.15 [14] –.77 [105] –7.64 [107] –4.42 259.72 203.53 Diversified REITs DJUSDT 45.98 + 1.38 –21.83 +3.10 [15] –27.34 [136] –32.19 [136] –7.66 72.18 44.33 Multiutilities DJUSMU 214.74 + 6.26 –31.06 +3.00 [16] –.91 [106] –12.64 [121] –.41 254.11 202.13 Property & Casualty DJUSIP 1334.92 + 36.28 74.45 +2.79 [17] +14.47 [52] +5.91 [52] +17.82 1,334.92 1,134.30 Railroads DJUSRR 2926.05 + 72.63 –118.29 +2.55 [18] +4.86 [86] –3.89 [89] +1.93 3,302.65 2,672.25 Gas Distribution DJUSGU 264.39 + 5.78 –34.23 +2.24 [19] –4.54 [117] –11.46 [117] +1.83 315.74 250.81 Footwear DJUSFT 1920.13 + 41.44 –252.68 +2.21 [20] +14.52 [51] –11.63 [118] –5.99 2,413.52 1,628.79 Net Change % Change and Ranking 52 Week Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Semiconductor DJUSSC 9652.34 – 22.90 3,810.39 –.24 [73] +86.72 [1] +65.22 [3] +19.11 10,405.81 4,942.75 Internet DJUSNS 3291.47 – 7.60 1,356.07 –.23 [72] +56.30 [2] +70.07 [2] +8.99 3,389.13 1,749.51 Home Construction DJUSHB 1716.02 – 8.39 382.65 –.49 [85] +51.86 [3] +28.70 [11] +10.56 2,035.71 1,069.89 Technology Hardware & Equip DJUSTQ 4609.44 + 11.45 1,465.43 +.25 [65] +48.39 [4] +46.61 [6] +16.08 4,968.27 2,996.31 Travel & Tourism DJUSTT 771.13 – 27.85 248.33 –3.49 [131] +47.69 [5] +47.50 [5] +8.70 862.55 509.65 Software & Computer Svcs DJUSSV 4964.44 – 1.40 1,554.62 –.03 [69] +44.59 [6] +45.59 [7] +7.61 5,094.29 3,136.88 Software DJUSSW 5393.24 + 10.37 1,481.19 +.19 [66] +41.30 [7] +37.86 [9] +7.31 5,787.92 3,619.64 Reinsurance DJUSIU 479.56 + 7.61 90.47 +1.61 [30] +38.49 [8] +23.25 [16] +21.30 479.56 342.46 Oil Equipment & Svcs DJUSOI 331.56 + 18.09 35.14 +5.77 [5] +36.75 [9] +11.85 [36] +48.84 347.74 231.04 Publishing DJUSPB 595.43 + 21.69 105.00 +3.78 [13] +35.80 [10] +21.41 [17] +9.92 613.72 429.66 Industrial Suppliers DJUSDS 626.73 + 11.12 128.97 +1.81 [25] +34.76 [11] +25.91 [15] +16.11 645.65 444.31 Recreational Svcs DJUSRQ 77.14 – 3.89 16.47 –4.80 [135] +32.31 [12] +27.14 [12] +3.90 104.64 57.73 Trucking DJUSTK 1630.24 – 23.52 346.48 –1.42 [104] +31.54 [13] +26.99 [14] +12.56 1,773.33 1,189.72 Gambling DJUSCA 598.81 – 9.30 70.60 –1.53 [111] +31.12 [14] +13.37 [29] –2.92 738.89 446.07 Telecom Equipment DJUSCT 1543.56 + 5.03 167.67 +.33 [60] +28.35 [15] +12.19 [32] +10.76 1,640.02 1,179.26 Diversified Industrials DJUSID 572.79 – 5.63 46.53 –.97 [96] +27.23 [16] +8.84 [45] +8.64 632.24 443.65 Apparel Retailers DJUSRA 1177.55 – 2.28 –.84 –.19 [71] +27.06 [17] –.07 [74] +8.76 1,267.94 899.65 Specialty Finance DJUSSP 512.51 – 2.58 82.37 –.50 [86] +26.65 [18] +19.15 [19] +8.93 557.47 393.55 Specialized Consumer Svcs DJUSCS 2143.14 + 21.87 298.41 +1.03 [40] +26.11 [19] +16.18 [23] +1.39 2,259.89 1,660.46 Oil Equip, Svcs & Distri DJUSOQ 416.21 + 24.13 33.33 +6.15 [4] +25.29 [20] +8.70 [46] +33.18 419.90 319.35 Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours. Delta Market Sentiment Indicator The Delta MSI measures the position of a representative set of stocks relative to an intermediate-term moving average crossover (MAC) point. When greater than 50% of the stocks followed are above this MAC point, the market is bullish. When the indicator is below 50%, risk is elevated and stock exposures should be reduced. Manager uses discretion on asset allocation when MSI is at 50% +/- 3%. Bearish Current Sentiment 21.7% LastWeek 19.5% 2Weeks ago 24.1% 3Weeks ago Current Market Exposure: 0% Equities, 0% Bonds, 100% Cash Source: Delta Investment Management www.deltaim.com, (415) 249-6337 American Debt and Deficits Latest Preceding Year Ago Yr over Yr Report Report Report % Chg Federal Budget Deficit (bil. $)-a 1,330FY'25 1,201FY'24 1,154FY'23 …. Budget Surplus/Deficit (bil. $)-b, August +89.26 –220.78 –219.60 -140.65 Trade Deficit (bil. $, sa)-c, August –58.30 r-64.72 –67.32 -13.40 Treasury Gross Public Debt. (bil. $)-d 33,537.1 33,478.0 31,143.7 7.69 Treasury Statutory Debt Limit (bil. $)-d * 31,381.5 …. …. Consumer Installment Debt (bil. $)-e, August 4,969.2 r4,984.8 4,675.8 6.27 Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. Report, d-Daily Treasury Statement, e-Monthly Federal Reserve Release. *Statutory debt limit temporarily suspended through January 1, 2025. Adjustable Mortgage Rates Oct 13 Oct 6 Yr. Ago YOY % Chg 1 Year Treas Bills 5.44 5.46 4.15 31.08 2 Year Treas Notes 5.09 5.06 4.18 21.77 3 Year Treas Notes 4.87 4.84 4.19 16.23 5 Year Treas Notes 4.73 4.63 3.98 18.84 10 Year Treas Notes 4.75 4.58 3.75 26.67 20 Year Treas Bds 5.07 4.89 4.04 25.50 FHFA PMMS+ Sept 6.95 6.95 5.50 26.36 Fed annualized yields adjusted for constant maturity. Foreign Exchange Foreign Foreign U.S. $ in U.S. $ in Currency Currency Foreign Foreign in U.S.$ in U.S.$ Currency Currency Country Fri. Last Fri. Fri. Last Fri. Argentina (Peso)-y .0029 .0029 349.9584 349.9019 Australia (Dollar) .6297 .6386 1.5881 1.5659 Bahrain (Dinar) 2.6529 2.6532 .3769 .3769 Brazil (Real) .1969 .1942 5.0796 5.1500 Bulgaria (Lev) .5373 .5412 1.8610 1.8479 Canada (Dollar) .7321 .7318 1.3658 1.3664 Chile (Peso) .001066 .001083 937.78 923.50 China (Renminbi) .1369 .1390 7.3048 7.1953 Colombia (Peso) .0002360 .0002311 4237.00 4326.50 Czech. Rep. (Koruna) …… .. …… .. …… .. …… .. Commercial rate .04254 .04328 23.507 23.105 Denmark (Krone) .1410 .1420 7.0946 7.0438 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000 Egypt (Pound)-y .0324 .0325 30.8906 30.7939 Hong Kong (Dollar) .1278 .1277 7.8246 7.8316 Hungary (Forint) .002706 .002736 369.57 365.50 Iceland (Krona) .007184 .007296 139.20 137.06 India (Rupee) .01199 .01203 83.423 83.114 Indonesia (Rupiah) .0000637 .0000638 15702 15663 Israel (Shekel) .2514 .2596 3.9770 3.8523 Japan (Yen) .006686 .006698 149.57 149.30 Kazakhstan (Tenge) .002097 .002093 476.96 477.71 Kuwait (Dinar) 3.2320 3.2334 .3094 .3093 Macau (Pataca) .1240 .1239 8.0650 8.0700 Malaysia (Ringgit)-b .2115 .2122 4.7285 4.7135 Mexico (Peso) …… .. …… .. …… .. …… .. Floating rate .0553 .0550 18.0923 18.1714 New Zealand (Dollar) .5889 .5990 1.6981 1.6694 Norway (Krone) .0913 .0916 10.9474 10.9153 Oman (Rial) 2.5974 2.5974 .3850 .3850 Pakistan (Rupee) .00360 .00352 277.451 283.725 Philippines (Peso) .01761 .01764 56.790 56.690 Poland (Zloty) .2319 .2309 4.3126 4.3310 Qatar (Rial) .2742 .2743 3.6475 3.6463 Russia (Ruble)-a .01024 .00990 97.700 101.000 Saudi Arabia (Riyal) .2666 .2666 3.7513 3.7506 Singapore (Dollar) .7302 .7325 1.3695 1.3651 South Africa (Rand) .0526 .0518 19.0229 19.3052 South Korea (Won) .0007390 .0007438 1353.15 1344.36 Sri Lanka (Rupee) .0031 .0031 324.0200 324.1800 Sweden (Krona) .0905 .0913 11.0452 10.9565 Switzerland (Franc) 1.1083 1.0990 .9023 .9099 Taiwan (Dollar) .03105 .03112 32.208 32.133 Thailand (Baht) .02759 .02709 36.250 36.920 Turkey (New Lira)-d .0360 .0362 27.7978 27.6138 Ukraine (Hryvnia) .0274 .0272 36.4500 36.7500 U.K. (Pound) 1.2145 1.2239 .8234 .8171 Uruguay (Peso) …… .. …… .. …… .. …… .. Financial .02502 .02553 39.970 39.165 Euro 1.0510 1.0589 .9514 .9443 Special Drawing Rights (SDR) are based on exchange rates for the U.S., British, and Japanese currencies. Source: International Monetary Fund. a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1, 2005. y-floating rate. Money Rates Latest Week Prev. Week Yr Ago Discount Rate (NY) 5.50 5.50 3.25 Prime Rate (base) 8.50 8.50 6.25 Fed Funds Rate Avg effective offer 5.34 5.34 3.08 Avg weekly auction-c 5.33 5.33 3.08 T-Bills Rate 13 weeks, Coupon Yield 5.503 5.509 3.591 13 weeks, Auction Rate 5.340 5.345 3.510 26 weeks, Coupon Yield 5.558 5.580 4.171 26 weeks, Auction Rate 5.320 5.340 4.030 Avg weekly auction-c 5.35 5.33 3.32 Broker Call Rate 7.25 7.25 5.00 Bankers Acceptances 1 month 5.36 5.36 3.17 2 months 5.43 5.43 3.53 3 months 5.50 5.50 3.83 6 months 5.78 5.78 4.50 Foreign Prime Rates Canada 7.20 7.20 5.45 Germany 4.50 4.50 1.25 Japan 1.475 1.475 1.475 Switzerland 2.25 2.25 1.00 Britain 5.25 5.25 2.25 Other Money Rates Fannie Mae Home Loan: 30-Year Fixed Conv 7.08 7.17 6.41 Bank money market-z 0.61 0.61 0.15 Interest Checking-z 0.06 0.06 0.04 6-Month Certif-z 1.60 1.59 0.57 12-Month Certif-z 2.04 1.99 0.97 30 Month Accounts-z 1.35 1.35 0.89 5-Year Certificates-z 1.35 1.33 0.93 U.S. Savings EE Bonds: Long-Term (5yrs+) 2.50 2.50 0.10 c-Annualized yields, adjusted for constant maturity, reported by the Federal Reserve on a weekly average basis. Sources: Tullett Prebon information, Ltd. Factset. z-Bankrate.com. 0.40 0.65 0.90 1.15 1.40 1.65 0.25 2.85 5.45 8.05 10.65 13.25 S&P 100 CBOE O N D J F M A M J J A S O CBOE Put / Call Ratio vs. S&P 100 Source: CBOE 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. Coming Earnings Consensus Estimate Year ago M Citizens Financial (Q3) $1.48 $1.23 Charles Schwab (Q3) 0.76 1.10 T Bank of America (Q3) 0.83 0.81 J.B. Hunt Transport (Q3) 1.86 2.57 Johnson & Johnson (Q3) 2.52 2.55 Lockheed Martin (Q3) 6.64 6.87 The Goldman Sachs (Q3) 6.02 8.25 United Airlines (Q3) 3.41 2.81 W Abbott Labs (Q3) 1.10 1.15 Lam Research (Q1) 6.07 10.40 Morgan Stanley (Q3) 1.35 1.53 Nasdaq (Q3) 0.68 0.68 Netflix (Q3) 3.51 3.10 Procter & Gamble (Q1) 1.71 1.57 SL Green Realty (Q3) 1.26 1.66 Tesla (Q3) 0.74 1.05 Travelers (Q3) 3.00 2.20 TH American Airlines (Q3) 0.32 0.69 AT&T (Q3) 0.62 0.68 CSX (Q3) 0.43 0.52 Intuitive Surgical (Q3) 1.42 1.19 Philip Morris International (Q3) 1.61 1.33 Union Pacific (Q3) 2.49 3.19 WD-40 (Q4) 1.21 1.08 F American Express (Q3) 2.96 2.47 Consensus Estimate Day Consensus Est Last Period T September Retail Sales 0.25% 0.60% September Capacity Utilization 79.5% 79.7% September Industrial Production -0.10% 0.40% August Business Inventories 0.20% 0.00% W September Housing Starts 1,380,000 1,283,000 TH September Existing Home Sales 3,900,000 4,040,000 September Leading Indicators -0.40% -0.40% Unless otherwise indicated, times are Eastern. a-Advanced; f-Final; p-Preliminary; r-Revised Source: FactSet For more information about coming economic reports - and what they mean - go to Barron’s free Economic Calendar at www.barrons.com Pulse of the Economy Only includes new reports. Latest Latest Preceding Year YroYr Economic Growth and Investment Date Data Period Ago % Chg No Activity for this Week Production Electric power, (mil. kw hrs) (EEI) Oct 7 75,962 77,239 69,706 8.97 Petroleum, related capacity, % Oct 6 85.7 87.3 89.9 –4.67 Rotary rigs running, U.S. & Can., (Hughes) Oct 13 815 799 985 –17.26 Steel, (thous. tons) Oct 7 1,698 1,722 1,680 1.07 Steel, rated capacity, % (AISI) Oct 7 74.7 75.7 75.3 –0.80 Consumption and Distribution Instinet Research Redbook Avg. (monthly %) Oct 7 –2.17 3.23 –1.59 …. Baltic Dry Index Oct 13 1,945 1,929 1,838 5.82 Wholesale sales, (mil. $) Aug 662,348 r650,541 673,526 –1.66 Inventories Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) Oct 6 424,239 414,063 439,082 –3.38 Gasoline, (thous. bbls) Oct 6 225,671 226,984 209,482 7.73 Wholesale inventories, (mil. $) Aug 900,242 r901,379 909,675 –1.04 Orders No Activity for this Week Trade No Activity for this Week Inflation ECRI Industrial Price Index f Oct 13 119.58 118.94 124.75 –4.14 Consumer price index b (unadjusted) Sept 307.8 307.0 296.8 3.71 Producer price index (finished goods) c Sept 260.0 257.4 253.1 2.73 Rate of inflation, % (annual, unadjusted) Sept 3.7 3.7 8.2 –54.88 Employment Initial jobless claims (thous.) Oct 7 209 r209 206 1.46 Continuing claims (mil.) Sept 30 1.702 r1.672 1.325 28.45 Help Wanted Online –Ads (thous,) Sept 6,476.4 6,684.6 6,810.5 –4.91 Small Business Optimism Index Sept 90.8 91.3 92.1 –1.41 Construction No Activity for this Week Other Indicators Citi Research Panic–Euphoria Reading Oct 13 0.02 0.05 –0.24 …. a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. hbenchmark revision, 2016 equals 100. r-Revised. Latest Latest Preceding Year YroYr Date Data Period Ago % Chg For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

48 BARRON’S October 16, 2023 DATA MARKET LABORATORY BARRONS.COM/DATA Federal Reserve Data Bank One week ended Oct 11: Member Bank Latest Prev. Week Year Ago Reserve Chgs. (Mil. $) Week Change Change U.S. Gov't securities: Bought outright 7,410,631 -14,716 -920,306 Federal agency secur: Bought outright 2,347 .... .... Reserve bank credit: Primary Credit 2,626 -865 -4,764 Secondary Credit .... .... .... Seasonal Credit 67 -11 +24 Float -198 +212 -55 Other F.R. Assets 44,112 +2,082 +3,712 Total Fed Credit # 7,914,740 -29,791 -810,137 Gold stock 11,041 .... .... SDR Certif. Accounts 5,200 .... .... Treas. Curr. Outst. 52,448 +14 +479 Total 8,001,159 -29,841 -808,862 Currency in circ 2,328,106 +3,957 +40,765 Treas. Cash Hldgs 348 +8 +250 Treas. Fed Deposits 709,160 +41,151 +100,858 Foreign Fed Deposits 9,687 -1 +2,035 Other Fed Deposits 154,743 -10,557 -49,209 Other FR liab/cap -58,297 -4,855 -101,813 Total factors 4,712,214 -173,066 -1,009,895 Reserves F.R. banks 3,288,945 +143,225 +201,033 Fgn hold U.S. debt 3,425,256 +896 +100,029 Reserve Aggr (Mil. $) Latest Prev. Month % Year Month Ended Aug: Month Month Chg. Ago Total Reserves: 3,228,000 3,178,700 1.55 3,305,900 Nonborrowed Res 2,971,200 2,906,800 2.22 3,287,200 Borrowed Reserves 256,759 271,937 -5.58 18,755 Monetary Base 5,559,100 5,517,700 0.75 5,582,200 Weekly Bond Statistics New Offerings, (mil $) (v) Last Week Prev. Week Yr Ago Corporate (z) 13,546 r13,339 9,679 Municipal (z) 4,486 r8,168 2,887 Best Grade Bonds-y (Barron's index of 10 high-grade corporate bonds.) 4.93 5.81 5.08 Interm-Grade Bonds-y (Barron's index of 10 medium-grade corporate bonds.) 5.72 5.83 5.67 Confidence Index (High-grade index divided by intermediate-grade index; decline in latter vs. former generally indicates rising confidence, pointing to higher stocks.) 86.3 99.8 89.7 Other Confidence Indicators: Bloomberg Barclays US Long Treasury* (This index measures the performance of fixed-rate, nominal US Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) 2850.86 2763.84 3066.03 Bloomberg Barclays US Credit (This index includes all publicly issued, fixed-rate, non-convertible, investment-grade, dollar-denominated, SEC-registered corporate debt.) 2803.49 2793.81 2696.67 Ryan Labs Treasury Index (Index of total return from active Treasury notes and bonds. Dec. 31, 1996=100.) 257.75 257.37 261.65 Bond Buyer 20 Bond Index (Index of yields of 20 general obligation municipal bonds.) 3.97 4.12 3.84 Bond Buyer Municipal Bond Index (Index of 40 actively-traded tax-exempt bonds; component issues are changed regularly to keep the index a current picture of the market. Source: The Bond Buyer 5.02 5.10 4.89 Stock/Bond Yield Gap-s (Difference between yield on highest-grade corporate bonds and yield on stocks on the DJIA.) -2.78 -3.64 -2.80 Yield on DJ Equal Weight US Corp Bond Idx: Corp Bonds, (y) 6.20 6.23 6.00 v-Week ended Thursday. y-Yield to maturity, week ended Thursday. zSource: Refinitiv.*Barclays T-Bond Index discontinued by firm. Dividend Payment Boosts Adjusted % Record Ex-Div Payment Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date 4.65% Fltg. Rate STRATS-GJO (NYSE) 5.6 M .128563 .127629 0.7 % 10-13 10-12 10-16 Agree Realty-ADC (NYSE) 5.4 M .247 .243 1.6 10-31 10-30 11-14 AO Smith-AOS (NYSE) 1.8 Q .32 .30 6.7 10-31 10-30 11-15 Apollo Sr Fltg Rate Fd-AFT (NYSE) 10.7 M .135 .129 4.7 10-24 10-23 10-31 Apollo Tactical Incm Fd-AIF (NYSE) 11.3 M .125 .122 2.5 10-24 10-23 10-31 Barings Corp Investors-MCI (NYSE) 9.3 Q .37 .35 5.7 11-06 11-03 11-17 Barings Part Investors-MPV (NYSE) 10.1 Q .34 .32 6.3 11-06 11-03 11-17 EQT-EQT (NYSE) 1.4 Q .1575 .15 5.0 11-08 11-07 12-01 FR STRATSs 2006-2 GS Grp-GJS (NYSE) 7.3 M .132854 .132417 0.3 10-13 10-12 10-16 Gladstone Land-LAND (Nasdaq) 3.9 M .0464 .0462 0.4 10-20 10-19 10-31 Lockheed Martin-LMT (NYSE) 2.9 Q 3.15 3.00 5.0 12-01 11-30 12-29 Maximus-MMS (NYSE) 1.6 Q .30 .28 7.1 11-15 11-14 11-30 MSC Industrial Direct-MSM (NYSE) 3.2 Q .83 .79 5.1 11-14 11-13 11-28 MV Oil Trust-MVO (NYSE) 11.6 Q .38 .325 16.9 10-16 10-13 10-25 Riley Exploration Permn-REPX (NYSE AMER ) 4.5 Q .36 .34 5.9 10-26 10-25 11-09 Thor Industries-THO (NYSE) 2.1 Q .48 .45 6.7 11-01 10-31 11-10 Dividend Payment Reductions Adjusted % Record Ex-Div Payment Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Orchid Island Capital-ORC (NYSE) 19.5 M .12 .16 -25.0 % 10-31 10-30 11-28 Sabine Royalty Tr UBI-SBR (NYSE) 11.5 M .27869 .3643 -23.5 % 10-16 10-13 10-30 Stock Splits/Dividends Record Ex-Div Pay Company Name-Ticker Symbol (Exchange) Amount Date Date Date NONE Special Dividends Record Ex-Div Pay Company Name-Ticker Symbol (Exchange) Amount Date Date Date Dorian LPG-LPG (NYSE) 1.00 10-20 10-19 11-02 Talaris Therapeutics-TALS (Nasdaq) 1.51 10-16 10-20 10-20 Top 5 Insider Purchases by Company in 2023 Number of Number of Avg. Company Sym Insiders Shares $ Value Price B Riley Financial RILY 2 0 458,841 18,818,145 $41.01 Fidelity National Information Services FIS 12 21,297 1,403,242 $65.89 Forward Air FWRD 12 37,059 2,493,323 $67.28 Compass Diversified CODI 11 147,648 2,986,112 $20.22 Keurig Dr Pepper KDP 11 174,444 5,967,955 $34.21 Top 5 Insider Sales by Company in 2023 Atlassian TEAM 65 1,503,099 266,933,772 $177.59 Salesforce CRM 48 1,460,659 317,953,863 $217.68 Datadog DDOG 46 2,530,274 228,232,010 $90.20 Airbnb ABNB 29 2,632,382 324,674,360 $123.34 Samsara IOT 29 4,018,935 89,262,394 $22.21 Barron’s Gold Mining Index 12-Month Year Week % High Low 10/12 10/5 Ago Chg. 983.45 689.07 Gold mining 774.76 759.20 708.07 +2.05 Gold & Silver Prices Handy & Harman 10/13 10/6 Year Ago Gold, troy ounce 1909.20 1819.60 1649.30 Silver, troy ounce 22.73 21.58 18.27 Base for pricing gold and silver contents of shipments and for making refining settlement. Coins Price Premium $ Premium % Krugerrand 2016.12 86.82 4.50 Maple Leaf 2064.35 135.05 7.00 Mexican Peso 2488.99 162.83 7.00 Austria Crown 1894.10 56.73 3.00 Austria Phil 2025.77 96.47 5.00 U.S. Eagles 2064.35 135.05 7.00 Premium is the amount over the value of the gold content in the coin. Source Manfra, Tordella & Brookes, Inc. Bullion spot gold price 1929.3 Week’s ExDividend Dates This list includes payouts on common stocks. NASDAQ Tuesday (October 17) First United .20 Wednesday (October 18) NONE Thursday (October 19) Cracker Barrel 1.30 GE HealthCare Techs .03 Grindrod Shipping Hldgs 1.016 Grindrod Shipping Hldgs .632 Patterson Cos .26 WD-40 .83 Friday (October 20) APA .25 Talaris Therapeutics 1.512 Saturday (October 21) NONE Sunday (October 22) NONE Monday (October 23) Apogee Enterprises .24 Week’s ExDividend Dates This list includes payouts on common stocks. NYSE Tuesday (October 17) Acuity Brands .13 AZZ .17 Graham Holdings 1.65 RPM International .46 Wednesday (October 18) Compass Diversified .25 H.B. Fuller .205 Thursday (October 19) Costamare .115 CRH .25 CVS Health .605 Dorian LPG 1.00 nVent Electric .175 Pentair .22 Revvity .07 Tsakos Energy Navigation .40 Williams-Sonoma .90 Friday (October 20) Argan .30 Colgate-Palmolive .48 Saturday (October 21) NONE Sunday (October 22) NONE Monday (October 23) SM Energy .15 Week’s Dividend Payment This list includes payouts on common stocks. NYSE Monday (October 16) ConocoPhillips .60 DigitalBridge Group .01 Eagle Materials .25 Ecolab .53 Encompass Health .15 Equity Bancshares .12 Global Indemnity .25 KBR Inc .135 Ladder Capital Cl A .23 OFG Bancorp .22 PermRock Royalty Trust .041 Portland Gen Electric .475 Raymond James .42 TFI International .35 U.S. Bancorp .48 Valmont Industries .60 World Kinect .14 Tuesday (October 17) Choice Hotels Intl .287 Designer Brands .05 Diageo ADR 2.509 ESCO Technologies .08 Sylvamo .30 Sylvamo .30 Wednesday (October 18) AXIS Capital Holdings .44 Enerpac Tool Group .04 Toro Co .34 X Financial ADR .30 Thursday (October 19) FMC .58 Glacier Bancorp .33 Tootsie Roll Indus .09 Trinseo .01 Friday (October 20) AECOM .18 Helios Technologies .09 Johnson Controls Intl .37 Toll Brothers .21 Saturday (October 21) NONE Sunday (October 22) NONE Week’s ExDividend Dates This list includes payouts on common stocks. NYSE American Tuesday (October 17) NONE Wednesday (October 18) NONE Thursday (October 19) Friedman Industries .02 Friday (October 20) NONE Saturday (October 21) NONE Sunday (October 22) NONE Monday (October 23) NONE Week’s Dividend Payment This list includes payouts on common stocks. NASDAQ Monday (October 16) BancFirst .43 Cincinnati Financial .75 Fifth Third Bancorp .35 First Internet Bancorp .06 Hurco Cos .16 MillerKnoll .188 Pegasystems .03 Steel Dynamics .425 Willis Towers Watson .84 York Water .203 Tuesday (October 17) Great Southern Bancorp .40 Intuit .90 LexinFintech ADR .116 Shoe Carnival .12 Wednesday (October 18) Gentex .12 Werner Enterprises .14 Thursday (October 19) CVB Financial .20 Ingles Markets Cl A .165 Friday (October 20) Andersons .185 Bank OZK .37 Encore Wire .02 Erie Indemnity Cl A 1.19 First Bancorp .35 Horizon Bancorp .16 Limoneira .075 NewtekOne .18 Preferred Bank LA .55 Preformed Line Products .20 Republic Bancorp KY Cl A .374 Royal Gold .375 Talaris Therapeutics 1.512 Xcel Energy .52 Saturday (October 21) NONE Sunday (October 22) NONE Tuesday (October 17) NONE Wednesday (October 18) Evans Bancorp .66 Thursday (October 19) NONE Friday (October 20) NONE Saturday (October 21) NONE Sunday (October 22) NONE Yearly Hi/Lo Barron's Gold Mining Index The yearly Barron's Gold Mining Index price; with a high/low range based on the weekly close. Year High Date Low Date 2023 983.45 Jan 26 759.20 Oct. 05 2022 1228.34 Mar 24 684.61 Sept 29 2021 1147.72 May 27 894.65 Mar 04 2020 931.99 Dec 17 391.56 Mar 19 Week’s Dividend Payment This list includes payouts on common stocks. NYSE American Monday (October 16) NONE Quarterly Dow Jones Industrial Average Year Quarter Clos. Qtrly % Qtrly 12-Mo. P/E Qtrly 12-Mo. Divs Payout Ended Ended Avg. Chg. Chg. Earns Earns Ratio Divs Divs Yield Ratio 2023 Sep. 29 33507.50 — 900.10 — 2.62 NA NA NA 184.00 722.40 2.16 NA June 30 34407.60 + 1133.45 + 3.41 284.66 1423.87 24.2 181.70 712.32 2.07 0.5003 Mar. 31 33274.15 + 126.90 + 0.38 401.71 1534.33 21.7 180.06 700.63 2.11 0.4566 Gold Performance -10 0 10 20 30 40 50 N D J F M A M J J A S Barron's Gold Mining Index (774.76) Handy & Harman Gold Price Taking Cover: Gold rose 1.69% to $1,857 an ounce on inflation and geopolitical fears. Conference Call Calendar EarningsRelated Company Date Time Period Abbott Laboratories October 18 9:00AM Q3 Alaska Air October 19 11:30AM Q3 American Express October 20 8:30AM Q3 AT&T October 19 8:30AM Q3 Bank of America October 17 8:30AM Q3 Blackstone October 19 9:00AM Q3 Citizens Financial October 18 9:00AM Q3 Crown Castle October 19 10:30AM Q3 CSX October 19 4:30PM Q3 Discover Financial Services October 19 8:00AM Q3 Elevance Health October 18 8:30AM Q3 Equifax October 19 8:30AM Q3 Freeport-McMoRan October 19 10:00AM Q3 Genuine Parts October 19 11:00AM Q3 Huntington Bancshares October 20 9:00AM Q3 Interpublic Group of Companies October 20 8:30AM Q3 Intuitive Surgical October 19 4:30PM Q3 Kinder Morgan October 18 4:30PM Q3 Lam Research October 18 5:00PM Q1 Las Vegas Sands October 18 4:30PM Q3 Lockheed Martin October 17 11:00AM Q3 M&T Bank October 18 10:00AM Q3 Marsh & McLennan Companies October 19 8:30AM Q3 Nasdaq October 18 8:00AM Q3 Pool October 19 11:00AM Q3 PPG Industries October 19 8:00AM Q3 Prologis October 17 12:00PM Q3 Regions Financial October 20 10:00AM Q3 Schlumberger NV October 20 9:30AM Q3 Snap-On October 19 10:00AM Q3 Steel Dynamics October 19 11:00AM Q3 Travelers Companies October 18 9:00AM Q3 Truist Financial October 19 8:00AM Q3 Union Pacific October 19 8:45AM Q3 United Airlines October 18 10:30AM Q3 Source: CCBN, www.ccbn.com For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

October 16, 2023 BARRON’S 49 NYSE American NEW HIGHS CKX Lands EVI Industries M-tronInds MatinasBioPharma SifcoInd NEW LOWS AgEagleAerial AmbowEduc AmerGold&Silver AmpioPharm AsensusSurg AultAlliance Azitra BluerockHomes Castellum ChicagoRivet 1847Holdings Envela FuryGoldMines GoldResource IssuerDirect KartoonStudios KelsoTech LoopMedia MetallaRoyalty Neuraxis NightHawkBio NovaBayPharm PlatinumGrpMtls Polished.com PowerREIT RegionalHealth Seaboard Tellurian TrioPetroleum VistaGold VolitionRX WesternCopper WestwaterRscs WidePoint Nasdaq NEW HIGHS 99Acqn ACM Research ActivisionBliz AcurxPharm Adobe AkamaiTech AksoHealth Alphabet A Alphabet C APxAcqnI A AquaronAcqn Augmedix AvePoint BGC BroadCapital Broadcom Bsquare CadenceDesign CDW CECO Env ChordEnergy Cintas CME Group ComputerTask ConstellationEner CrowdStrike DistributionSoln DLH Holdings DuneAcqnA Duolingo EHang Eltek EnergySvsofAmerica ErieIndemnity Escalade EverspinTech Fastenal FrequencyElec GamerPakistan GlblMofyMetaverse GoldenHeaven GoldenstoneAcqn HalladorEnergy HollysysAuto HudsonTech InflectionPtIIA InspireMD IonisPharm Iridex JourneyMed Joyy KratosDefense LaRosa LaureateEduc LeonardoDRS LifeMD LiquiditySvcs LSI Inds MakeMyTrip ManhattanAssoc Maris-Tech MatrixService MetaPlatforms MillerKnoll NatlWesternLife NextGenHlthcr NorthernRevivalAcq NorthViewAcqn NovaVisionAcqn Nutanix OlemaPharm P&FIndustries PaloAltoNtwks Park-Ohio PDD PepperLimeA PerceptionCapII PerdoceoEduc PetIQ PointBiopharma PowellIndustries Primech Qualys QuickLogic RegenPharm RemitlyGlobal RenovaroBioscience SabraHealthcare SciPlay SkywardSpecIns Smith&Wesson Splunk SproutsFarmers StructureTherap Synopsys TabulaRasaHlth TempestTherap TenXKeaneAcqn TGVentureAcqn ThorneHealthTech TrailblazerI A UraniumRoyalty Vertex VertexPharm Winmark WorldwideWebbA WW Intl YunhongGreenCTI Zscaler NEW LOWS 22ndCentury 23andMe 2U 8x8 908Devices 99Acqn AbCelleraBio AclarisTherap AcrivonTherap AdaptHealth Adaptimmune AdaptiveBiotech AdicetBio AdlaiNortye AerovateTherap AEternaZentaris AethlonMedical Affimed AgapeATP AGBA Agenus Agriforce AkeroTherap Akoya AlaunosTherap AlkalineWater Allakos AllarityTherap Allbirds AllogeneTherap Allot AlloVir AlnylamPharm Alpine4 Alset AltamiraTherap Amarin AmerAirlines AmericanRebel AmesNational AmylyxPharm AnavexLifeSci Angi AngioDynamics Annexon ApollomicsA AppliedUV Appreciate AptevoTherap AptoseBiosci AquaBountyTech Aravive ARBIOT ArbutusBiopharma Arcimoto ArcutisBiotherap Arvinas AscentSolar AsiaPacificWire AslanPharm AssemblyBiosci AssetEntities AST Space AstraSpace AstriaTherap ATA Creativity Athersys AthiraPharma ATIF Atreca Atrion AuroraMobile AvidBioservices Avinger Axogen Baijiayun BaudaxBio BayFirstFinancial BeamGlobal BeamTherap BeautyHealth BellerophonTherap Beneficient BetterHome&Fin Bio-key BioCryst Biofrontera BionanoGenom BioNexusGene Biophytis BioraTherap BitdeerTech BitNileMetaverse BJsRestaurants BladeAir BlinkCharging bluebirdbio BlueWaterBio BorqsTechs Boxlight 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DragonflyEnergy DrivenBrands Dynatronics DyneTherap DZS EagleBncpMT EaglePharm Eargo ECB Bancorp EchoStar EdesaBiotech EdibleGarden EigerBioPharma Eightco ElectraBatteryMtls Electro-Sensors Electrovaya ElPolloLoco EnantaPharma ENDRA LifeSci ENGlobal EnlightRenewableEn EnlivenTherap EnlivexTherap EnvoyMedical ESGL EsperionTherap EsportsEnt EstablishLabs EstrellaImmuno EtaoInternational EuronetWorldwide Everbridge EVgo Evogene Exagen Eyenovia FangddNetwork FGI Industries FibroGen FirstFinBkshs FirstGuarBcshs FirstSeacoastBncp Fitell FloraGrowth FoghornTherap Fonar ForteBiosci FortressBiotech ForwardIndustries ForzaX1 Fossil FranklinWireless FreightCarAmer Fresh2 Frontier FulgentGenetics FutureFinTech G1Therapeutics GaleraTherap GamerPakistan GameSquare Gaucho GEN Restaurant GeneDx GenerationBio GenerationsBncp GeneticTech Genfit Genmab Genprex Gevo GlblMofyMetaverse GlenBurnieBncp GlimpseGroup GoPro GossamerBio GreenPlains GreenproCap GreenwaveTech GromSocialEnts GrowGeneration Gulf 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ResMed Revvity Riskified SallyBeauty SaversValue ScullyRoyalty SealedAir SeaWorldEnt SensientTech ServiceIntl SilganHoldings Smucker SonocoProducts SouthwestAir SprucePower StandardMotor Stepan SunComms TelusIntl Tapestry Teleflex ThermoFisher 3D Systems TopgolfCallaway TrancntlRlty Travel+Leisure TreeHouseFoods Trinseo TwinRidgeCapA TysonFoods Ubiquiti Universal UniversalHealth UtzBrands VF Vizio Veralto Vestis VicariousSurgical VinceHolding VirginGalactic VishayPrecision WKKellogg WestFraserTimber Westwood WeWork Whirlpool WideOpenWest Wiley A Wolfspeed WolverineWwide XponentialFit ZimIntShipping ZeviaPBC ZimmerBiomet ZipRecruiter DATA MARKET LABORATORY BARRONS.COM/DATA Week’s New Highs and Lows NYSE 80 306 New Highs New Lows Nasdaq 136 739 New Highs New Lows NYSE American 6 46 New Highs New Lows Only includes COMMON and REIT stocks Barron’s 50-Stock Average Thisindexis aweighted averageof50leadingissues.Usefulin security valuation. Source: Barron's Stats Oct 12 Oct 5 Oct Yr-to-Yr 2023 2023 2022 % Chg S&P 500 Index 4349.61 4258.19 3721.88 16.87 Barron’s 50 Index 11313.80 11139.35 10753.61 5.21 Projected quarterly earn 203.41 203.41 156.37 30.08 Annualized projected earn 813.64 813.64 625.49 30.08 Annualized projected P/E 13.91 13.69 17.19 –19.12 Five-year average earn 539.40 539.40 463.6 16.35 Five-year average P/E 20.97 20.65 23.20 –9.57 Year-end earn 730.63 730.63 612.6 19.26 Year-end P/E 15.48 15.25 17.55 –11.78 Year-end earns yield, % 6.46 6.56 5.70 13.36 Best grade bond yields, % 4.93 5.81 4.98 –1.00 Bond yields/stock ylds, % 0.76 0.89 0.87 –12.67 Actual year-end divs 249.92 249.71 235.07 6.32 Actual yr-end divs yld, % 2.21 2.24 2.19 1.05 For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

50 BARRON’S October 16, 2023 OTHER VOICES The real economic consequences of deeply political crises are often only apparent much later and much farther away. Israel’s Crisis May Be Felt Far Beyond The Middle East The world watched the murder and destruction in Israel with horror last weekend and braced for the suffering of innocent Palestinians caught up in the retaliation. But global financial markets barely moved, suggesting that investors are either soulless (often), clueless (sometimes), or just narrowly focused on growth and inflation forecasts that seem unaffected so far (almost certainly). Markets will surely react to any sign that regional escalation might disrupt oil exports, drive prices higher, and threaten further monetary tightening. But sharp observers will also be looking deeper. Shifts in the tectonic plates that underpin the global economy may produce consequences months or years hence, and as far away as Venezuela and Taiwan. Had news of the Hamas attacks hit during a busy trading day, investor reaction would have been swift and sharp. Amid instant comparisons to the Yom Kippur War, which included nuclear brinkmanship between Washington and Moscow and an oil embargo that aggravated a global recession, risk assets would have rushed for the safety of dollar-denominated Treasury bills. With a weekend to digest the news, cooler heads arrived at their desks on Monday with a better understanding of the differences in the current crisis. Regional powers showed little immediate appetite for escalation, while today’s Washington-Beijing superpower rivalry barely registers in the Middle East. Through most of the week, Treasuries rallied, stocks rose, and Brent crude oil hovered in the mid-$80s. Investors took their cues from the vaguely reassuring words in the International Monetary Fund’s freshly issued World Economic Report, which forecasts global growth weakening only slightly next year. As the Israeli military’s response gears up, the risks of a broader conflict will rise. The barest of improvements in relations between Iran and the U.S. in the wake of a prisoner swap seem sure to unravel, and pressures on Tehran will mount over its longstanding support of Hamas. Plans by Saudi Arabia and Israel to open diplomatic relations are likely on ice. There is little appetite for oil embargoes, but regional producers may prefer to delay any plans to increase production rather than appear to be doing favors for the U.S. as it deploys one, and potentially two aircraft carriers to the Eastern Mediterranean. Still, there are reasons to believe that key regional players want to keep the crisis contained. While Arab countries immediately blamed Israel’s policies for the Hamas attacks, several modified their initial statements to include condemnation of the killing and kidnapping of Israeli civilians as those details became known. Bahrain, Morocco, Sudan, and the United Arab Emirates all recently normalized relations with Israel under the Abraham Accords. If the violence remains limited, the Saudis could still ultimately see recognition as helpful in outflanking rival Iran. But the real economic consequences of deeply political crises are often only apparent much later and much farther away. North Korea’s missile launches long ago ceased having any impact on global markets, but Pyongyang’s nuclear capacity may prove important in bolstering Russia’s Vladimir Putin as he tries to skirt international sanctions. The S&P 500 index posted an all-time high on the day protesters stormed the U.S. Capitol, but that event surely contributed to what Fitch called an “erosion of governance” in a downgrade that may raise U.S. borrowing costs over time. For all of the concerns about this crisis raising oil prices, potential dynamics could actually boost global oil supplies. Imagine an Israeli response that further sours opinion against the U.S., for example, and makes it harder to enforce limits on Russian oil exports. If risks to Middle East oil do rise, Venezuela may find it even easier to secure a deal with the Biden administration to lift oil and banking sanctions in return for democratic reforms. With the U.S. now committed to supporting two nations at war, speculation naturally rises about China attempting closer control over Taiwan. Beijing already stands to benefit from any tilt in global opinion against the U.S., especially as it welcomes Egypt, Iran, Saudi Arabia, and the UAE into the Brics consultations. The trick would be to minimize political blowback, for example, through interference in next year’s Taiwanese elections or a limited embargo on U.S. arms deliveries. But anything that looks like escalation will probably trigger investor fears that the world’s largest bilateral trading relationship is about to unravel. Most consequential to the world economy, however, would be a protracted Middle East crisis that fuels calls for U.S. isolation. They are already gaining ground over a Ukraine aid package stuck in Congress. So far, support for Israel looks deep and bipartisan, but calls for a less ambitious role in the world may still grow over the next few election cycles and government shutdowns. A U.S. foreign posture in retreat would shake confidence in the global trading system, raise the risks and costs of seaborne trade, and probably fuel regional crises elsewhere. None of these scenarios—around oil, Taiwan, or U.S. leadership— should be an investor’s base case, but they all deserve a prominent place among the economic risks that could yet ripple out from this week’s ghastly political crisis. Markets haven’t reacted simply because there isn’t enough risk to price in—yet. B Gaby Oraa/Bloomberg Venezuelan’s rusted oil pumps, like this one, could be reinvigorated in a Middle East oil crisis. The writer is managing partner of the Arbroath Group, an investment strategy consultancy, and formerly a senior economic policy adviser in the Obama administration. BY CHRISTOPHER SMART For personal non-commercial use only. Do not edit or alter. Reproductions not permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com


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