Bill Cara

Cara 100 Changes for 2Q2024

March 26, 2024

I added 17 companies:

  
ALSNAllison TransmissionConsumer CyclicalAuto Parts
AXAxos Financial Inc.FinancialBanks – Regional
DECKDeckers Outdoor Corp.Consumer CyclicalFootwear & Accessories
HCIHCI Group IncFinancialInsurance – Property & Casualty
MBINMerchants BancorpFinancialBanks – Regional
METAMeta Platforms IncCommunicationInternet Content & Information
MODModine ManufacturingConsumer CyclicalAuto Parts
NVDANVIDIA CorpTechnologySemiconductors
OTTROtter Tail CorpUtilitiesUtilities – Diversified
QCRHQCR Holding, Inc.FinancialBanks – Regional
RLRalph Lauren CorpConsumer CyclicalApparel Manufacturing
SMLRSemler Scientific IncHealthcareMedical Devices
THTarget HospitalityIndustrialsSpecialty Business Services
TOLToll Brothers Inc.Consumer CyclicalResidential Construction
UTHRUnited TherapeuticsHealthcareBiotechnology
VSTVistra CorpUtilitiesIndependent Power Utility
WFRDWeatherford InternationalEnergyOil & Gas Equipment & Services
Removed  
  
ACLSAxcelis Technologies IncTechnologySemiconductor Equip & Materials
AMRCAmeresco Inc.IndustrialsEngineering & Construction
DDOGDatadog IncTechnologySoftware – Application
DELLDell Technologies IncTechnologyComputer Hardware
ENSGEnsign Group IncHealthcareMedical Care Facilities
EPAMEPAM Systems IncTechnologyInformation Technology Services
MMSIMerit Medical Systems, Inc.HealthcareMedical Instruments & Supplies
MRKMerck & Co IncHealthcareDrug Manufacturers – General
MRTNMarten Transport, Ltd.IndustrialsTrucking
NSITInsight Enterprises Inc.TechnologyElectronics & Computer Distribution
RIOTRiot Platforms IncFinancialCapital Markets
SEDGSolaredge Technologies IncTechnologySolar
SGHSMART Global Holdings IncTechnologySemiconductors
SIGISelective Insurance GroupFinancialInsurance – Property & Casualty
SMPLSimply Good Foods CoCons. DefensivePackaged Foods
SNEXStoneX Group IncFinancialCapital Markets
SRPTSarepta Therapeutics IncHealthcareBiotechnology