|
NFLX
|
Netflix Inc |
$60.02 |
$82.20 |
$1.33 |
1.64% |
⛔ Overvalued (+36.95%) |
|
SAP
|
SAP SE ADR |
$150.60 |
$203.34 |
$5.93 |
3.00% |
⛔ Overvalued (+35.02%) |
|
CRM
|
Salesforce.com Inc |
$265.11 |
$191.35 |
$1.38 |
0.73% |
✅ Strong Buy (-27.82%) |
|
INTU
|
Intuit Inc |
$620.10 |
$443.77 |
$8.86 |
2.04% |
✅ Strong Buy (-28.44%) |
|
BSX
|
Boston Scientific Corp |
$52.40 |
$76.27 |
$-1.37 |
-1.76% |
⛔ Overvalued (+45.55%) |
|
ADBE
|
Adobe Systems Incorporated |
$632.25 |
$268.38 |
$-1.01 |
-0.37% |
✅ Strong Buy (-57.55%) |
|
NOW
|
ServiceNow Inc |
$87.33 |
$100.74 |
$-1.89 |
-1.84% |
⛔ Overvalued (+15.36%) |
|
ADP
|
Automatic Data Processing Inc |
$237.27 |
$231.36 |
$-2.63 |
-1.12% |
👍 Buy (-2.49%) |
|
SPOT
|
Spotify Technology SA |
$173.65 |
$422.61 |
$9.86 |
2.39% |
⛔ Overvalued (+143.37%) |
|
WDAY
|
Workday Inc |
$227.19 |
$162.92 |
$4.16 |
2.62% |
✅ Strong Buy (-28.29%) |
|
TRI
|
Thomson Reuters Corporation Common Shares |
$67.11 |
$88.07 |
$-0.24 |
-0.27% |
⛔ Overvalued (+31.23%) |
|
MSTR
|
MicroStrategy Incorporated |
$513.33 |
$134.93 |
$27.94 |
26.11% |
✅ Strong Buy (-73.71%) |
|
PYPL
|
PayPal Holdings Inc |
$102.06 |
$40.42 |
$0.52 |
1.30% |
✅ Strong Buy (-60.40%) |
|
PAYX
|
Paychex Inc |
$118.83 |
$98.53 |
$0.36 |
0.37% |
✅ Strong Buy (-17.08%) |
|
CCI
|
Crown Castle |
$50.39 |
$80.88 |
$2.51 |
3.20% |
⛔ Overvalued (+60.51%) |
|
FICO
|
Fair Isaac Corporation |
$1,100.77 |
$1,391.00 |
$33.66 |
2.48% |
⛔ Overvalued (+26.37%) |
|
AXON
|
Axon Enterprise Inc. |
$118.37 |
$414.20 |
$14.55 |
3.64% |
⛔ Overvalued (+249.92%) |
|
FISV
|
Fiserv, Inc. Common Stock |
$163.60 |
$60.00 |
$1.56 |
2.67% |
✅ Strong Buy (-63.33%) |
|
CPNG
|
Coupang LLC |
$5.40 |
$17.72 |
$0.93 |
5.54% |
⛔ Overvalued (+228.15%) |
|
VEEV
|
Veeva Systems Inc Class A |
$198.08 |
$183.65 |
$-0.20 |
-0.11% |
👍 Buy (-7.28%) |
|
FIS
|
Fidelity National Information Services Inc |
$101.97 |
$51.93 |
$1.11 |
2.18% |
❌ Avoid (-49.07%) |
|
FLUT
|
Flutter Entertainment plc |
$161.01 |
$152.53 |
$3.06 |
2.05% |
❌ Avoid (-5.27%) |
|
ZS
|
Zscaler Inc |
$88.48 |
$167.33 |
$-2.06 |
-1.22% |
⛔ Overvalued (+89.12%) |
|
WIT
|
Wipro Limited ADR |
$2.53 |
$2.51 |
$-0.04 |
-1.57% |
👍 Buy (-0.79%) |
|
VRSK
|
Verisk Analytics Inc |
$183.58 |
$179.10 |
$-5.58 |
-3.02% |
👍 Buy (-2.44%) |
|
TEAM
|
Atlassian Corp Plc |
$123.26 |
$94.72 |
$-3.69 |
-3.75% |
✅ Strong Buy (-23.15%) |
|
TW
|
Tradeweb Markets Inc |
$67.81 |
$112.13 |
$2.60 |
2.37% |
⛔ Overvalued (+65.36%) |
|
EFX
|
Equifax Inc |
$137.31 |
$195.62 |
$4.61 |
2.41% |
⛔ Overvalued (+42.47%) |
|
HUM
|
Humana Inc |
$209.74 |
$193.94 |
$0.39 |
0.20% |
👍 Buy (-7.53%) |
|
OMC
|
Omnicom Group Inc |
$97.08 |
$69.87 |
$0.75 |
1.09% |
✅ Strong Buy (-28.03%) |
|
CSGP
|
CoStar Group Inc |
$18.71 |
$50.28 |
$-0.71 |
-1.39% |
⛔ Overvalued (+168.73%) |
|
BR
|
Broadridge Financial Solutions Inc |
$201.86 |
$181.91 |
$-11.63 |
-6.01% |
👍 Buy (-9.88%) |
|
VRSN
|
VeriSign Inc |
$236.93 |
$224.17 |
$-18.45 |
-7.60% |
👍 Buy (-5.39%) |
|
OWL
|
Blue Owl Capital Inc |
$22.94 |
$12.52 |
$0.89 |
7.65% |
❌ Avoid (-45.42%) |
|
CHKP
|
Check Point Software Technologies Ltd |
$192.49 |
$180.91 |
$4.66 |
2.64% |
👍 Buy (-6.02%) |
|
SBAC
|
SBA Communications Corp |
$212.41 |
$180.74 |
$0.23 |
0.13% |
❌ Avoid (-14.91%) |
|
HPQ
|
HP Inc |
$44.19 |
$19.65 |
$0.50 |
2.61% |
✅ Strong Buy (-55.53%) |
|
GIB
|
CGI Inc |
$141.58 |
$82.73 |
$0.07 |
0.08% |
✅ Strong Buy (-41.57%) |
|
TYL
|
Tyler Technologies Inc |
$269.47 |
$348.35 |
$7.49 |
2.20% |
⛔ Overvalued (+29.27%) |
|
GEN
|
Gen Digital Inc. |
$27.72 |
$24.25 |
$1.82 |
8.11% |
❌ Avoid (-12.52%) |
|
IOT
|
Samsara Inc |
$16.70 |
$25.42 |
$1.17 |
4.82% |
⛔ Overvalued (+52.22%) |
|
TRU
|
TransUnion |
$72.81 |
$73.48 |
$3.26 |
4.64% |
⚠️ See Analysis (+0.92%) |
|
NWS
|
News Corp B |
$18.67 |
$25.65 |
$-1.74 |
-6.35% |
⛔ Overvalued (+37.39%) |
|
ZG
|
Zillow Group Inc |
$31.79 |
$54.50 |
$0.78 |
1.45% |
⛔ Overvalued (+71.44%) |
|
GDDY
|
Godaddy Inc |
$167.48 |
$97.22 |
$1.07 |
1.11% |
✅ Strong Buy (-41.95%) |
|
PINS
|
Pinterest Inc |
$39.05 |
$19.60 |
$0.28 |
1.45% |
✅ Strong Buy (-49.81%) |
|
Z
|
Zillow Group Inc Class C |
$32.34 |
$54.97 |
$0.96 |
1.78% |
⛔ Overvalued (+69.98%) |
|
DKNG
|
DraftKings Inc |
$27.13 |
$26.62 |
$1.10 |
4.31% |
❌ Avoid (-1.88%) |
|
TTD
|
Trade Desk Inc |
$45.29 |
$27.04 |
$0.80 |
3.05% |
✅ Strong Buy (-40.30%) |
|
NWSA
|
News Corp A |
$18.60 |
$22.50 |
$-1.71 |
-7.06% |
⛔ Overvalued (+20.97%) |
|
HUBS
|
HubSpot Inc |
$210.04 |
$232.58 |
$9.09 |
4.07% |
⚠️ See Analysis (+10.73%) |
|
IT
|
Gartner Inc |
$336.68 |
$156.33 |
$4.30 |
2.83% |
✅ Strong Buy (-53.57%) |
|
CHWY
|
Chewy Inc |
$25.74 |
$28.02 |
$1.45 |
5.46% |
⚠️ See Analysis (+8.86%) |
|
GWRE
|
Guidewire Software Inc |
$64.65 |
$128.19 |
$2.20 |
1.75% |
⛔ Overvalued (+98.28%) |
|
NTNX
|
Nutanix Inc |
$43.56 |
$40.26 |
$1.87 |
4.87% |
👍 Buy (-7.58%) |
|
DT
|
Dynatrace Holdings LLC |
$32.98 |
$33.71 |
$0.24 |
0.72% |
⚠️ See Analysis (+2.21%) |
|
BSY
|
Bentley Systems Inc |
$33.40 |
$33.17 |
$1.16 |
3.62% |
👍 Buy (-0.69%) |
|
DOCU
|
DocuSign Inc |
$81.70 |
$47.13 |
$1.59 |
3.49% |
✅ Strong Buy (-42.31%) |
|
CART
|
Maplebear Inc. |
$43.25 |
$34.64 |
$0.29 |
0.84% |
✅ Strong Buy (-19.91%) |
|
MANH
|
Manhattan Associates Inc |
$131.65 |
$145.07 |
$6.79 |
4.91% |
⚠️ See Analysis (+10.19%) |
|
DOX
|
Amdocs Ltd |
$141.23 |
$73.34 |
$2.21 |
3.11% |
✅ Strong Buy (-48.07%) |
|
PCOR
|
Procore Technologies Inc |
$23.65 |
$51.29 |
$0.00 |
0.00% |
❌ Avoid (+116.87%) |
|
PSO
|
Pearson PLC ADR |
$12.44 |
$12.26 |
$0.20 |
1.66% |
👍 Buy (-1.45%) |
|
FDS
|
FactSet Research Systems Inc |
$393.35 |
$207.32 |
$-1.86 |
-0.89% |
✅ Strong Buy (-47.29%) |
|
PAYC
|
Paycom Software, Inc. |
$245.05 |
$130.97 |
$-0.62 |
-0.47% |
✅ Strong Buy (-46.55%) |
|
MORN
|
Morningstar Inc |
$194.53 |
$165.47 |
$-3.79 |
-2.24% |
👍 Buy (-14.94%) |
|
MOH
|
Molina Healthcare Inc |
$190.16 |
$131.72 |
$-45.12 |
-25.51% |
✅ Strong Buy (-30.73%) |
|
SFM
|
Sprouts Farmers Market LLC |
$88.51 |
$67.32 |
$0.98 |
1.48% |
✅ Strong Buy (-23.94%) |
|
APPF
|
Appfolio Inc |
$120.49 |
$179.73 |
$2.37 |
1.33% |
⛔ Overvalued (+49.17%) |
|
PCTY
|
Paylocity Holdng |
$167.79 |
$117.85 |
$-9.20 |
-7.24% |
✅ Strong Buy (-29.76%) |
|
OTEX
|
Open Text Corp |
$72.23 |
$25.07 |
$2.28 |
10.00% |
✅ Strong Buy (-65.29%) |
|
ESTC
|
Elastic NV |
$49.06 |
$59.12 |
$1.96 |
3.43% |
⛔ Overvalued (+20.51%) |
|
OBDC
|
Blue Owl Capital Corporation |
$19.16 |
$11.46 |
$0.55 |
5.04% |
✅ Strong Buy (-40.19%) |
|
KVYO
|
Klaviyo, Inc. |
$14.43 |
$19.14 |
$0.29 |
1.54% |
❌ Avoid (+32.64%) |
|
BXSL
|
Blackstone Secured Lending Fund |
$44.88 |
$24.89 |
$0.00 |
0.00% |
✅ Strong Buy (-44.54%) |
|
DSGX
|
Descartes Systems Group Inc |
$51.63 |
$66.78 |
$-1.11 |
-1.64% |
⛔ Overvalued (+29.34%) |
|
DUOL
|
Duolingo Inc |
$214.03 |
$119.40 |
$5.06 |
4.43% |
✅ Strong Buy (-44.21%) |
|
MMYT
|
MakeMyTrip Limited |
$28.98 |
$57.10 |
$0.01 |
0.02% |
❌ Avoid (+97.03%) |
|
KD
|
Kyndryl Holdings Inc |
$66.54 |
$23.49 |
$1.42 |
6.43% |
✅ Strong Buy (-64.70%) |
|
GTLB
|
Gitlab Inc |
$23.99 |
$32.13 |
$0.00 |
0.00% |
❌ Avoid (+33.93%) |
|
FOUR
|
Shift4 Payments Inc |
$100.88 |
$59.28 |
$1.20 |
2.07% |
❌ Avoid (-41.24%) |
|
HIMS
|
Hims Hers Health Inc |
$12.52 |
$23.02 |
$-0.46 |
-1.96% |
❌ Avoid (+83.87%) |
|
DOCS
|
Doximity Inc |
$45.26 |
$27.73 |
$-5.59 |
-16.78% |
✅ Strong Buy (-38.73%) |
|
EXLS
|
ExlService Holdings Inc |
$35.77 |
$31.70 |
$0.50 |
1.60% |
👍 Buy (-11.38%) |
|
MNDY
|
Monday.Com Ltd |
$122.15 |
$98.00 |
$3.41 |
3.61% |
✅ Strong Buy (-19.77%) |
|
SRAD
|
Sportradar Group AG |
$7.77 |
$16.99 |
$-0.06 |
-0.35% |
⛔ Overvalued (+118.66%) |
|
MTN
|
Vail Resorts Inc |
$131.27 |
$138.64 |
$2.03 |
1.49% |
❌ Avoid (+5.61%) |
|
BILL
|
Bill Com Holdings Inc |
$62.07 |
$48.94 |
$13.26 |
37.16% |
❌ Avoid (-21.15%) |
|
BFAM
|
Bright Horizons Family Solutions Inc |
$68.02 |
$86.08 |
$-2.64 |
-2.98% |
⛔ Overvalued (+26.55%) |
|
WAY
|
Waystar Holding Corp. Common Stock |
$29.28 |
$24.30 |
$0.17 |
0.70% |
✅ Strong Buy (-17.01%) |
|
GPI
|
Group 1 Automotive Inc |
$550.31 |
$346.28 |
$5.55 |
1.63% |
❌ Avoid (-37.08%) |
|
ACIW
|
ACI Worldwide Inc |
$62.57 |
$42.28 |
$1.62 |
3.98% |
✅ Strong Buy (-32.43%) |
|
STVN
|
Stevanato Group SpA |
$13.44 |
$15.50 |
$1.35 |
9.54% |
⛔ Overvalued (+15.33%) |
|
WIX
|
Wix.Com Ltd |
$129.67 |
$75.42 |
$-0.03 |
-0.04% |
✅ Strong Buy (-41.84%) |
|
HRB
|
H&R Block Inc |
$50.58 |
$32.88 |
$-0.83 |
-2.46% |
✅ Strong Buy (-34.99%) |
|
QLYS
|
Qualys Inc |
$181.42 |
$110.80 |
$-17.01 |
-13.31% |
✅ Strong Buy (-38.93%) |
|
GPK
|
Graphic Packaging Holding Company |
$22.86 |
$13.26 |
$0.06 |
0.45% |
❌ Avoid (-41.99%) |
|
CVLT
|
CommVault Systems Inc |
$90.22 |
$86.07 |
$4.73 |
5.82% |
👍 Buy (-4.60%) |
|
FSK
|
FS KKR Capital Corp |
$31.96 |
$12.86 |
$0.11 |
0.86% |
✅ Strong Buy (-59.76%) |
|
QTWO
|
Q2 Holdings |
$46.51 |
$57.02 |
$1.85 |
3.35% |
⛔ Overvalued (+22.60%) |
|
BOX
|
Box Inc |
$27.87 |
$24.67 |
$0.36 |
1.48% |
👍 Buy (-11.48%) |
|
GBDC
|
Golub Capital BDC Inc |
$9.82 |
$12.55 |
$0.17 |
1.37% |
⛔ Overvalued (+27.80%) |
|
EEFT
|
Euronet Worldwide Inc |
$155.51 |
$75.02 |
$3.18 |
4.43% |
✅ Strong Buy (-51.76%) |
|
GBTG
|
Global Business Travel Group Inc |
$8.13 |
$5.61 |
$-0.02 |
-0.36% |
✅ Strong Buy (-31.00%) |
|
VRNS
|
Varonis Systems |
$4.33 |
$22.65 |
$0.00 |
0.00% |
❌ Avoid (+423.09%) |
|
TENB
|
Tenable Holdings Inc |
$34.62 |
$21.23 |
$1.47 |
7.44% |
✅ Strong Buy (-38.68%) |
|
VERX
|
Vertex |
$15.69 |
$15.73 |
$0.78 |
5.22% |
⚠️ See Analysis (+0.25%) |
|
CRVL
|
CorVel Corp |
$29.98 |
$48.67 |
$-0.06 |
-0.12% |
⛔ Overvalued (+62.34%) |
|
GSHD
|
Goosehead Insurance Inc |
$32.39 |
$66.17 |
$2.16 |
3.37% |
⛔ Overvalued (+104.29%) |
|
ALRM
|
Alarm.com Holdings Inc |
$53.53 |
$48.22 |
$1.79 |
3.86% |
👍 Buy (-9.92%) |
|
COTY
|
Coty Inc |
$6.97 |
$2.66 |
$-0.49 |
-15.56% |
❌ Avoid (-61.84%) |
|
BWIN
|
The Baldwin Insurance Group, Inc. |
$37.54 |
$19.57 |
$0.81 |
4.32% |
✅ Strong Buy (-47.87%) |
|
BRBR
|
Bellring Brands LLC |
$34.48 |
$19.52 |
$0.04 |
0.21% |
✅ Strong Buy (-43.39%) |
|
BLKB
|
Blackbaud Inc |
$89.99 |
$47.48 |
$1.19 |
2.57% |
✅ Strong Buy (-47.24%) |
|
AVPT
|
Avepoint Inc |
$7.13 |
$10.57 |
$0.41 |
4.04% |
⛔ Overvalued (+48.25%) |
|
CBZ
|
CBIZ Inc |
$55.62 |
$38.27 |
$0.06 |
0.16% |
❌ Avoid (-31.19%) |
|
KMPR
|
Kemper Corporation |
$50.66 |
$34.24 |
$0.78 |
2.33% |
✅ Strong Buy (-32.41%) |