KeyBanc Score: 38
Firm Overview & Performance
Avg Return (Buy)
How much profit would you make?
Calculates the average return of all BUY recommendations after exactly 1 year (or today if newer).
Note: Sell ratings are ignored here to focus on investment potential.
Calculates the average return of all BUY recommendations after exactly 1 year (or today if newer).
Note: Sell ratings are ignored here to focus on investment potential.
+11.3%
1 Year Cap
Win Rate
How often is the direction correct?
Percentage of trades that are currently profitable.
• Buy: Stock price went UP 📈
• Sell: Stock price went DOWN 📉
Percentage of trades that are currently profitable.
• Buy: Stock price went UP 📈
• Sell: Stock price went DOWN 📉
54%
739 W / 637 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
76%
652 W / 201 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
15%
129 W / 724 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
5%
46 W / 807 L
High Conviction
The "Brave" Trades (>20% Upside)
Win Rate only for recommendations where the analyst predicted a massive move (>20%).
Shows if they are right when they bet big.
Win Rate only for recommendations where the analyst predicted a massive move (>20%).
Shows if they are right when they bet big.
53%
378 W / 338 L
Long Wins
Success rate for BUY ratings
How often is the analyst right when saying "Buy"?
(Price went UP).
How often is the analyst right when saying "Buy"?
(Price went UP).
54%
717 W / 613 L
Short Wins
Success rate for SELL ratings
How often is the analyst right when saying "Sell"?
(Price went DOWN).
How often is the analyst right when saying "Sell"?
(Price went DOWN).
48%
22 W / 24 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Aug 07, 2026 |
Twilio Inc - Ordinary Shares Class A
TWLO
|
BUY | - |
$250.00
Est. +29%
|
$193.20 | $258.35 |
$249.42
+29.1%
|
| Aug 07, 2026 |
Parker-Hannifin Corp.
PH
|
BUY | - |
$1,210.00
Est. +13%
|
$1,069.80 | $1,089.35 |
$1,058.87
-1.0%
|
| Aug 07, 2026 |
Atlassian Corporation - Ordinary Shares - Class A
TEAM
|
BUY | - |
$185.00
Est. +68%
|
$110.17 | $167.11 |
$165.98
+50.7%
|
| Aug 07, 2026 |
LifeMD Inc
LFMD
|
BUY | Scott Schoenhaus |
$5.00
Est. +45%
|
$3.45 | $3.71 |
$3.46
+0.3%
|
| Aug 07, 2026 |
JFrog Ltd
FROG
|
BUY | Jason Celino |
$114.00
Est. +37%
|
$83.04 | $96.26 |
$95.15
+14.6%
|
| Aug 07, 2026 |
Park-Ohio Holdings Corp.
PKOH
|
BUY | - |
$59.00
Est. +27%
|
$46.51 | $52.66 |
$49.55
+6.5%
|
| Aug 07, 2026 |
Resmed Inc.
RMD
|
BUY | - |
$255.00
Est. +14%
|
$223.24 | $227.75 |
$226.74
+1.6%
|
| Aug 07, 2026 |
Figs Inc - Ordinary Shares - Class A
FIGS
|
BUY | Noah Zatzkin |
$20.00
Est. +78%
|
$11.24 | $16.38 |
$14.84
+32.0%
|
| Aug 07, 2026 |
Quanta Services, Inc.
PWR
|
BUY | Sangita Jain |
$807.00
Est. +21%
|
$667.84 | $695.51 |
$672.78
+0.7%
|
| Aug 07, 2026 |
Cogent Communications Holdings Inc
CCOI
|
BUY | - |
$15.00
Est. +37%
|
$10.91 | $11.21 |
$10.35
-5.1%
|
| Aug 07, 2026 |
ITT Inc
ITT
|
BUY | - |
$263.00
Est. +23%
|
$214.41 | $223.17 |
$216.70
+1.1%
|
| Aug 07, 2026 |
Cloudflare Inc - Ordinary Shares - Class A
NET
|
BUY | - |
$375.00
Est. +32%
|
$284.43 | $332.22 |
$330.74
+16.3%
|
| Aug 06, 2026 |
Dynatrace Inc
DT
|
BUY | - |
$61.00
Est. +20%
|
$50.86 | $51.05 |
$50.75
-0.2%
|
| Aug 06, 2026 |
Elanco Animal Health Inc
ELAN
|
BUY | - |
$30.00
Est. +14%
|
$26.22 | $25.35 |
$22.51
-14.1%
|
| Aug 06, 2026 |
Solventum Corp
SOLV
|
BUY | - |
$102.00
Est. +17%
|
$87.47 | $90.00 |
$86.46
-1.2%
|
| Aug 06, 2026 |
Watts Water Technologies, Inc. - Ordinary Shares - Class A
WTS
|
BUY | - |
$400.00
Est. +10%
|
$363.84 | $393.51 |
$383.05
+5.3%
|
| Aug 06, 2026 |
Regal Rexnord Corp
RRX
|
BUY | Jeffrey Hammond |
$240.00
Est. +31%
|
$183.24 | $188.52 |
$170.58
-6.9%
|
| Aug 06, 2026 |
Remitly Global Inc
RELY
|
BUY | - |
$33.00
Est. +37%
|
$24.07 | $27.15 |
$25.62
+6.4%
|
| Aug 05, 2026 |
Sterling Infrastructure Inc
STRL
|
BUY | - |
$754.00
Est. +39%
|
$541.62 | $564.00 |
$553.16
+2.1%
|
| Aug 05, 2026 |
Arista Networks Inc
ANET
|
BUY | - |
$250.00
Est. +31%
|
$190.51 | $214.89 |
$203.62
+6.9%
|
| Aug 05, 2026 |
Advanced Micro Devices Inc.
AMD
|
BUY | - |
$650.00
Est. +25%
|
$518.58 | $502.00 |
$483.01
-6.9%
|
| Aug 05, 2026 |
Zebra Technologies Corp. - Ordinary Shares - Class A
ZBRA
|
BUY | - |
$430.00
Est. +17%
|
$368.83 | $386.22 |
$379.63
+2.9%
|
| Aug 05, 2026 |
BlackRock ETF Trust II - BlackRock Short-Term California Muni Bond ETF
CALY
|
BUY | - |
$22.00
Est. +12%
|
$19.57 | $19.76 |
$16.50
-15.7%
|
| Aug 05, 2026 |
Zeta Global Holdings Corp - Ordinary Shares - Class A
ZETA
|
BUY | - |
$27.00
Est. +11%
|
$24.26 | $29.89 |
$29.62
+22.1%
|
| Aug 05, 2026 |
Ametek Inc
AME
|
BUY | - |
$295.00
Est. +16%
|
$254.05 | $260.20 |
$256.22
+0.9%
|
| Aug 05, 2026 |
Lattice Semiconductor Corp.
LSCC
|
BUY | - |
$180.00
Est. +30%
|
$138.00 | $138.61 |
$128.43
-6.9%
|
| Aug 05, 2026 |
Paylocity Holding Corp
PCTY
|
BUY | Jason Celino |
$178.00
Est. +24%
|
$143.32 | $156.18 |
$152.65
+6.5%
|
| Aug 04, 2026 |
Welltower Inc.
WELL
|
BUY | - |
$275.00
Est. +18%
|
$233.10 | $239.20 |
$234.56
+0.6%
|
| Aug 03, 2026 |
Mastec Inc.
MTZ
|
BUY | - |
$371.00
Est. +41%
|
$263.10 | $292.25 |
$286.11
+8.7%
|
| Aug 03, 2026 |
Gates Industrial Corporation plc
GTES
|
BUY | Jeffrey Hammond |
$34.00
Est. +22%
|
$27.98 | $30.34 |
$27.67
-1.1%
|
| Aug 03, 2026 |
Carpenter Technology Corp.
CRS
|
BUY | Samuel McKinney |
$608.00
Est. +17%
|
$519.66 | $590.97 |
$535.57
+3.1%
|
| Aug 03, 2026 |
Pattern Group Inc. Series A Common Stock
PTRN
|
BUY | - |
$30.00
Est. +30%
|
$23.02 | $25.85 |
$22.82
-0.9%
|
| Aug 03, 2026 |
Zillow Group Inc - Ordinary Shares - Class A
ZG
|
BUY | Sergio Segura |
$57.00
Est. +64%
|
$34.69 | $37.59 |
$36.23
+4.4%
|
| Jul 31, 2026 |
Amazon.com Inc.
AMZN
|
BUY | Justin Patterson |
$350.00
Est. +49%
|
$235.50 | $287.13 |
$265.13
+12.6%
|
| Jul 31, 2026 |
Monolithic Power System Inc
MPWR
|
BUY | John Vinh |
$2,100.00
Est. +60%
|
$1,316.18 | $1,568.21 |
$1,362.55
+3.5%
|
| Jul 31, 2026 |
Mastercard Incorporated - Ordinary Shares - Class A
MA
|
BUY | - |
$680.00
Est. +18%
|
$577.35 | $583.71 |
$567.04
-1.8%
|
| Jul 31, 2026 |
Omnicell, Inc.
OMCL
|
BUY | - |
$65.00
Est. +75%
|
$37.11 | $38.00 |
$37.64
+1.4%
|
| Jul 31, 2026 |
Camping World Holdings Inc - Ordinary Shares - Class A
CWH
|
BUY | Noah Zatzkin |
$9.00
Est. +43%
|
$6.30 | $6.94 |
$6.53
+3.7%
|
| Jul 30, 2026 |
PROG Holdings Inc
PRG
|
BUY | Bradley Thomas |
$50.00
Est. +17%
|
$42.78 | $46.50 |
$42.78
0.0%
|
| Jul 30, 2026 |
SiteOne Landscape Supply Inc
SITE
|
BUY | - |
$135.00
Est. +44%
|
$93.79 | $105.99 |
$97.76
+4.2%
|
| Jul 29, 2026 |
Herc Holdings Inc
HRI
|
BUY | Ken Newman |
$185.00
Est. +25%
|
$148.24 | $175.84 |
$168.71
+13.8%
|
| Jul 29, 2026 |
Reddit Inc. - Ordinary Shares - Class A
RDDT
|
BUY | - |
$225.00
Est. +26%
|
$178.38 | $185.91 |
$158.05
-11.4%
|
| Jul 29, 2026 |
Curbline Properties Corp.
CURB
|
BUY | Todd Thomas |
$34.00
Est. +7%
|
$31.65 | $31.41 |
$30.05
-5.1%
|
| Jul 28, 2026 |
Apple Inc
AAPL
|
SELL | Brandon Nispel |
$250.00
Est. +26%
|
$336.91 | $300.00 (Low) |
$305.26
+9.4%
|
| Jul 27, 2026 |
Comfort Systems USA, Inc.
FIX
|
BUY | - |
$2,110.00
Est. +22%
|
$1,733.60 | $1,824.56 |
$1,726.40
-0.4%
|
| Jul 27, 2026 |
HCA Healthcare Inc
HCA
|
BUY | - |
$435.00
Est. +14%
|
$382.19 | $421.31 |
$411.74
+7.7%
|
| Jul 24, 2026 |
United Rentals, Inc.
URI
|
BUY | - |
$1,350.00
Est. +18%
|
$1,139.71 | $1,179.18 |
$1,120.58
-1.7%
|
| Jul 24, 2026 |
Intel Corp.
INTC
|
BUY | - |
$125.00
Est. +25%
|
$100.23 | $107.57 |
$104.56
+4.3%
|
| Jul 24, 2026 |
T-Mobile US Inc
TMUS
|
BUY | Brandon Nispel |
$250.00
Est. +47%
|
$170.42 | $186.13 |
$183.38
+7.6%
|
| Jul 23, 2026 |
Duke Energy Corp.
DUK
|
BUY | Sophie Karp |
$139.00
Est. +9%
|
$127.95 | $132.65 |
$124.49
-2.7%
|
Twilio Inc - Ordinary Shares Class A
TWLO
Aug 07, 2026
Analyst
-
Signal & Target
BUY
$250.00
Start Price
$193.20
Best Price (1Y)
$258.35
Current Price
$249.42
Return
+29.1%
Parker-Hannifin Corp.
PH
Aug 07, 2026
Analyst
-
Signal & Target
BUY
$1,210.00
Start Price
$1,069.80
Best Price (1Y)
$1,089.35
Current Price
$1,058.87
Return
-1.0%
Analyst
-
Signal & Target
BUY
$185.00
Start Price
$110.17
Best Price (1Y)
$167.11
Current Price
$165.98
Return
+50.7%
LifeMD Inc
LFMD
Aug 07, 2026
Analyst
Scott Schoenhaus
Signal & Target
BUY
$5.00
Start Price
$3.45
Best Price (1Y)
$3.71
Current Price
$3.46
Return
+0.3%
JFrog Ltd
FROG
Aug 07, 2026
Analyst
Jason Celino
Signal & Target
BUY
$114.00
Start Price
$83.04
Best Price (1Y)
$96.26
Current Price
$95.15
Return
+14.6%
Park-Ohio Holdings Corp.
PKOH
Aug 07, 2026
Analyst
-
Signal & Target
BUY
$59.00
Start Price
$46.51
Best Price (1Y)
$52.66
Current Price
$49.55
Return
+6.5%
Resmed Inc.
RMD
Aug 07, 2026
Analyst
-
Signal & Target
BUY
$255.00
Start Price
$223.24
Best Price (1Y)
$227.75
Current Price
$226.74
Return
+1.6%
Figs Inc - Ordinary Shares - Class A
FIGS
Aug 07, 2026
Analyst
Noah Zatzkin
Signal & Target
BUY
$20.00
Start Price
$11.24
Best Price (1Y)
$16.38
Current Price
$14.84
Return
+32.0%
Quanta Services, Inc.
PWR
Aug 07, 2026
Analyst
Sangita Jain
Signal & Target
BUY
$807.00
Start Price
$667.84
Best Price (1Y)
$695.51
Current Price
$672.78
Return
+0.7%
Cogent Communications Holdings Inc
CCOI
Aug 07, 2026
Analyst
-
Signal & Target
BUY
$15.00
Start Price
$10.91
Best Price (1Y)
$11.21
Current Price
$10.35
Return
-5.1%
ITT Inc
ITT
Aug 07, 2026
Analyst
-
Signal & Target
BUY
$263.00
Start Price
$214.41
Best Price (1Y)
$223.17
Current Price
$216.70
Return
+1.1%
Cloudflare Inc - Ordinary Shares - Class A
NET
Aug 07, 2026
Analyst
-
Signal & Target
BUY
$375.00
Start Price
$284.43
Best Price (1Y)
$332.22
Current Price
$330.74
Return
+16.3%
Dynatrace Inc
DT
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$61.00
Start Price
$50.86
Best Price (1Y)
$51.05
Current Price
$50.75
Return
-0.2%
Elanco Animal Health Inc
ELAN
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$30.00
Start Price
$26.22
Best Price (1Y)
$25.35
Current Price
$22.51
Return
-14.1%
Solventum Corp
SOLV
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$102.00
Start Price
$87.47
Best Price (1Y)
$90.00
Current Price
$86.46
Return
-1.2%
Analyst
-
Signal & Target
BUY
$400.00
Start Price
$363.84
Best Price (1Y)
$393.51
Current Price
$383.05
Return
+5.3%
Regal Rexnord Corp
RRX
Aug 06, 2026
Analyst
Jeffrey Hammond
Signal & Target
BUY
$240.00
Start Price
$183.24
Best Price (1Y)
$188.52
Current Price
$170.58
Return
-6.9%
Remitly Global Inc
RELY
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$33.00
Start Price
$24.07
Best Price (1Y)
$27.15
Current Price
$25.62
Return
+6.4%
Sterling Infrastructure Inc
STRL
Aug 05, 2026
Analyst
-
Signal & Target
BUY
$754.00
Start Price
$541.62
Best Price (1Y)
$564.00
Current Price
$553.16
Return
+2.1%
Arista Networks Inc
ANET
Aug 05, 2026
Analyst
-
Signal & Target
BUY
$250.00
Start Price
$190.51
Best Price (1Y)
$214.89
Current Price
$203.62
Return
+6.9%
Advanced Micro Devices Inc.
AMD
Aug 05, 2026
Analyst
-
Signal & Target
BUY
$650.00
Start Price
$518.58
Best Price (1Y)
$502.00
Current Price
$483.01
Return
-6.9%
Analyst
-
Signal & Target
BUY
$430.00
Start Price
$368.83
Best Price (1Y)
$386.22
Current Price
$379.63
Return
+2.9%
Analyst
-
Signal & Target
BUY
$22.00
Start Price
$19.57
Best Price (1Y)
$19.76
Current Price
$16.50
Return
-15.7%
Analyst
-
Signal & Target
BUY
$27.00
Start Price
$24.26
Best Price (1Y)
$29.89
Current Price
$29.62
Return
+22.1%
Ametek Inc
AME
Aug 05, 2026
Analyst
-
Signal & Target
BUY
$295.00
Start Price
$254.05
Best Price (1Y)
$260.20
Current Price
$256.22
Return
+0.9%
Lattice Semiconductor Corp.
LSCC
Aug 05, 2026
Analyst
-
Signal & Target
BUY
$180.00
Start Price
$138.00
Best Price (1Y)
$138.61
Current Price
$128.43
Return
-6.9%
Paylocity Holding Corp
PCTY
Aug 05, 2026
Analyst
Jason Celino
Signal & Target
BUY
$178.00
Start Price
$143.32
Best Price (1Y)
$156.18
Current Price
$152.65
Return
+6.5%
Welltower Inc.
WELL
Aug 04, 2026
Analyst
-
Signal & Target
BUY
$275.00
Start Price
$233.10
Best Price (1Y)
$239.20
Current Price
$234.56
Return
+0.6%
Mastec Inc.
MTZ
Aug 03, 2026
Analyst
-
Signal & Target
BUY
$371.00
Start Price
$263.10
Best Price (1Y)
$292.25
Current Price
$286.11
Return
+8.7%
Gates Industrial Corporation plc
GTES
Aug 03, 2026
Analyst
Jeffrey Hammond
Signal & Target
BUY
$34.00
Start Price
$27.98
Best Price (1Y)
$30.34
Current Price
$27.67
Return
-1.1%
Carpenter Technology Corp.
CRS
Aug 03, 2026
Analyst
Samuel McKinney
Signal & Target
BUY
$608.00
Start Price
$519.66
Best Price (1Y)
$590.97
Current Price
$535.57
Return
+3.1%
Pattern Group Inc. Series A Common Stock
PTRN
Aug 03, 2026
Analyst
-
Signal & Target
BUY
$30.00
Start Price
$23.02
Best Price (1Y)
$25.85
Current Price
$22.82
Return
-0.9%
Zillow Group Inc - Ordinary Shares - Class A
ZG
Aug 03, 2026
Analyst
Sergio Segura
Signal & Target
BUY
$57.00
Start Price
$34.69
Best Price (1Y)
$37.59
Current Price
$36.23
Return
+4.4%
Amazon.com Inc.
AMZN
Jul 31, 2026
Analyst
Justin Patterson
Signal & Target
BUY
$350.00
Start Price
$235.50
Best Price (1Y)
$287.13
Current Price
$265.13
Return
+12.6%
Monolithic Power System Inc
MPWR
Jul 31, 2026
Analyst
John Vinh
Signal & Target
BUY
$2,100.00
Start Price
$1,316.18
Best Price (1Y)
$1,568.21
Current Price
$1,362.55
Return
+3.5%
Analyst
-
Signal & Target
BUY
$680.00
Start Price
$577.35
Best Price (1Y)
$583.71
Current Price
$567.04
Return
-1.8%
Omnicell, Inc.
OMCL
Jul 31, 2026
Analyst
-
Signal & Target
BUY
$65.00
Start Price
$37.11
Best Price (1Y)
$38.00
Current Price
$37.64
Return
+1.4%
Analyst
Noah Zatzkin
Signal & Target
BUY
$9.00
Start Price
$6.30
Best Price (1Y)
$6.94
Current Price
$6.53
Return
+3.7%
PROG Holdings Inc
PRG
Jul 30, 2026
Analyst
Bradley Thomas
Signal & Target
BUY
$50.00
Start Price
$42.78
Best Price (1Y)
$46.50
Current Price
$42.78
Return
0.0%
SiteOne Landscape Supply Inc
SITE
Jul 30, 2026
Analyst
-
Signal & Target
BUY
$135.00
Start Price
$93.79
Best Price (1Y)
$105.99
Current Price
$97.76
Return
+4.2%
Herc Holdings Inc
HRI
Jul 29, 2026
Analyst
Ken Newman
Signal & Target
BUY
$185.00
Start Price
$148.24
Best Price (1Y)
$175.84
Current Price
$168.71
Return
+13.8%
Reddit Inc. - Ordinary Shares - Class A
RDDT
Jul 29, 2026
Analyst
-
Signal & Target
BUY
$225.00
Start Price
$178.38
Best Price (1Y)
$185.91
Current Price
$158.05
Return
-11.4%
Curbline Properties Corp.
CURB
Jul 29, 2026
Analyst
Todd Thomas
Signal & Target
BUY
$34.00
Start Price
$31.65
Best Price (1Y)
$31.41
Current Price
$30.05
Return
-5.1%
Apple Inc
AAPL
Jul 28, 2026
Analyst
Brandon Nispel
Signal & Target
SELL
$250.00
Start Price
$336.91
Best Price (1Y)
$300.00
Current Price
$305.26
Return
+9.4%
Comfort Systems USA, Inc.
FIX
Jul 27, 2026
Analyst
-
Signal & Target
BUY
$2,110.00
Start Price
$1,733.60
Best Price (1Y)
$1,824.56
Current Price
$1,726.40
Return
-0.4%
HCA Healthcare Inc
HCA
Jul 27, 2026
Analyst
-
Signal & Target
BUY
$435.00
Start Price
$382.19
Best Price (1Y)
$421.31
Current Price
$411.74
Return
+7.7%
United Rentals, Inc.
URI
Jul 24, 2026
Analyst
-
Signal & Target
BUY
$1,350.00
Start Price
$1,139.71
Best Price (1Y)
$1,179.18
Current Price
$1,120.58
Return
-1.7%
Intel Corp.
INTC
Jul 24, 2026
Analyst
-
Signal & Target
BUY
$125.00
Start Price
$100.23
Best Price (1Y)
$107.57
Current Price
$104.56
Return
+4.3%
T-Mobile US Inc
TMUS
Jul 24, 2026
Analyst
Brandon Nispel
Signal & Target
BUY
$250.00
Start Price
$170.42
Best Price (1Y)
$186.13
Current Price
$183.38
Return
+7.6%
Duke Energy Corp.
DUK
Jul 23, 2026
Analyst
Sophie Karp
Signal & Target
BUY
$139.00
Start Price
$127.95
Best Price (1Y)
$132.65
Current Price
$124.49
Return
-2.7%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Aug 07, 2026 |
LifeMD Inc
LFMD
|
Hold | Overweight | Overweight |
| Aug 07, 2026 |
Atlassian Corporation - Ordinary Shares - Class A
TEAM
|
Hold | Overweight | Overweight |
| Aug 07, 2026 |
Park-Ohio Holdings Corp.
PKOH
|
Hold | Overweight | Overweight |
| Aug 07, 2026 |
Materion Corp
MTRN
|
Hold | Overweight | Overweight |
| Aug 07, 2026 |
ITT Inc
ITT
|
Hold | Overweight | Overweight |
| Aug 07, 2026 |
Parker-Hannifin Corp.
PH
|
Hold | Overweight | Overweight |
| Aug 07, 2026 |
Quanta Services, Inc.
PWR
|
Upgrade | Overweight | |
| Aug 07, 2026 |
Twilio Inc - Ordinary Shares Class A
TWLO
|
Hold | Overweight | Overweight |
| Aug 07, 2026 |
Vontier Corporation
VNT
|
Hold | Overweight | Overweight |
| Aug 07, 2026 |
Cloudflare Inc - Ordinary Shares - Class A
NET
|
Hold | Overweight | Overweight |
| Aug 07, 2026 |
Figs Inc - Ordinary Shares - Class A
FIGS
|
Hold | Overweight | Overweight |
| Aug 07, 2026 |
Sprout Social Inc - Ordinary Shares Class A
SPT
|
Hold | Underweight | Underweight |
| Aug 06, 2026 |
Elanco Animal Health Inc
ELAN
|
Hold | Overweight | Overweight |
| Aug 06, 2026 |
Paycom Software Inc
PAYC
|
Hold | Overweight | Overweight |
| Aug 06, 2026 |
Dynatrace Inc
DT
|
Hold | Overweight | Overweight |
| Aug 06, 2026 |
Regal Rexnord Corp
RRX
|
Hold | Overweight | Overweight |
| Aug 06, 2026 |
Solventum Corp
SOLV
|
Hold | Overweight | Overweight |
| Aug 06, 2026 |
Remitly Global Inc
RELY
|
Hold | Overweight | Overweight |
| Aug 06, 2026 |
Watts Water Technologies, Inc. - Ordinary Shares - Class A
WTS
|
Hold | Overweight | Overweight |
| Aug 05, 2026 |
McDonald`s Corp
MCD
|
Hold | Overweight | Overweight |
| Aug 05, 2026 |
Lattice Semiconductor Corp.
LSCC
|
Hold | Overweight | Overweight |
| Aug 05, 2026 |
Advanced Micro Devices Inc.
AMD
|
Hold | Overweight | Overweight |
| Aug 05, 2026 |
Metallus Inc.
MTUS
|
Hold | Sector Weight | Sector Weight |
| Aug 05, 2026 |
Paylocity Holding Corp
PCTY
|
Hold | Overweight | Overweight |
| Aug 05, 2026 |
Ametek Inc
AME
|
Hold | Overweight | Overweight |
| Aug 05, 2026 |
Zeta Global Holdings Corp - Ordinary Shares - Class A
ZETA
|
Hold | Overweight | Overweight |
| Aug 05, 2026 |
Zebra Technologies Corp. - Ordinary Shares - Class A
ZBRA
|
Hold | Overweight | Overweight |
| Aug 05, 2026 |
Arista Networks Inc
ANET
|
Hold | Overweight | Overweight |
| Aug 05, 2026 |
BlackRock ETF Trust II - BlackRock Short-Term California Muni Bond ETF
CALY
|
Hold | Overweight | Overweight |
| Aug 04, 2026 |
Ballard Power Systems Inc.
BLDP
|
Hold | Sector Weight | Sector Weight |
| Aug 04, 2026 |
Inspire Medical Systems Inc
INSP
|
Hold | Sector Weight | Sector Weight |
| Aug 04, 2026 |
CubeSmart
CUBE
|
Hold | Sector Weight | Sector Weight |
| Aug 04, 2026 |
Welltower Inc.
WELL
|
Hold | Overweight | Overweight |
| Aug 03, 2026 |
Integer Holdings Corp
ITGR
|
Downgrade | Overweight | Sector Weight |
| Aug 03, 2026 |
Pattern Group Inc. Series A Common Stock
PTRN
|
Hold | Overweight | Overweight |
| Aug 03, 2026 |
Gates Industrial Corporation plc
GTES
|
Hold | Overweight | Overweight |
| Aug 03, 2026 |
BrightSpring Health Services Inc
BTSG
|
Hold | Overweight | Overweight |
| Aug 03, 2026 |
Carpenter Technology Corp.
CRS
|
Hold | Overweight | Overweight |
| Aug 03, 2026 |
Zillow Group Inc - Ordinary Shares - Class A
ZG
|
Hold | Overweight | Overweight |
| Jul 31, 2026 |
Alphabet Inc - Ordinary Shares - Class A
GOOGL
|
Initialise | Overweight | Overweight |
| Jul 31, 2026 |
Monolithic Power System Inc
MPWR
|
Hold | Overweight | Overweight |
| Jul 31, 2026 |
Waystar Holding Corp
WAY
|
Hold | Overweight | Overweight |
| Jul 31, 2026 |
JFrog Ltd
FROG
|
Hold | Overweight | Overweight |
| Jul 31, 2026 |
Mastercard Incorporated - Ordinary Shares - Class A
MA
|
Hold | Overweight | Overweight |
| Jul 31, 2026 |
Camping World Holdings Inc - Ordinary Shares - Class A
CWH
|
Hold | Overweight | Overweight |
| Jul 30, 2026 |
PROG Holdings Inc
PRG
|
Hold | Overweight | Overweight |
| Jul 29, 2026 |
Zurn Elkay Water Solutions Corp
ZWS
|
Hold | Sector Weight | Sector Weight |
| Jul 29, 2026 |
Herc Holdings Inc
HRI
|
Hold | Overweight | Overweight |
| Jul 29, 2026 |
Humana Inc.
HUM
|
Initialise | Sector Weight | Overweight |
| Jul 29, 2026 |
Polaris Inc
PII
|
Hold | Sector Weight | Sector Weight |
LifeMD Inc
LFMD
Aug 07
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Materion Corp
MTRN
Aug 07
Action
Hold
From
Overweight
To
Overweight
ITT Inc
ITT
Aug 07
Action
Hold
From
Overweight
To
Overweight
Parker-Hannifin Corp.
PH
Aug 07
Action
Hold
From
Overweight
To
Overweight
Quanta Services, Inc.
PWR
Aug 07
Action
Upgrade
From
-
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Vontier Corporation
VNT
Aug 07
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Underweight
To
Underweight
Action
Hold
From
Overweight
To
Overweight
Paycom Software Inc
PAYC
Aug 06
Action
Hold
From
Overweight
To
Overweight
Dynatrace Inc
DT
Aug 06
Action
Hold
From
Overweight
To
Overweight
Regal Rexnord Corp
RRX
Aug 06
Action
Hold
From
Overweight
To
Overweight
Solventum Corp
SOLV
Aug 06
Action
Hold
From
Overweight
To
Overweight
Remitly Global Inc
RELY
Aug 06
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
McDonald`s Corp
MCD
Aug 05
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Metallus Inc.
MTUS
Aug 05
Action
Hold
From
Sector Weight
To
Sector Weight
Paylocity Holding Corp
PCTY
Aug 05
Action
Hold
From
Overweight
To
Overweight
Ametek Inc
AME
Aug 05
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Arista Networks Inc
ANET
Aug 05
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Sector Weight
To
Sector Weight
Action
Hold
From
Sector Weight
To
Sector Weight
CubeSmart
CUBE
Aug 04
Action
Hold
From
Sector Weight
To
Sector Weight
Welltower Inc.
WELL
Aug 04
Action
Hold
From
Overweight
To
Overweight
Integer Holdings Corp
ITGR
Aug 03
Action
Downgrade
From
Overweight
To
Sector Weight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Initialise
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Waystar Holding Corp
WAY
Jul 31
Action
Hold
From
Overweight
To
Overweight
JFrog Ltd
FROG
Jul 31
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
PROG Holdings Inc
PRG
Jul 30
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Sector Weight
To
Sector Weight
Herc Holdings Inc
HRI
Jul 29
Action
Hold
From
Overweight
To
Overweight
Humana Inc.
HUM
Jul 29
Action
Initialise
From
Sector Weight
To
Overweight
Polaris Inc
PII
Jul 29
Action
Hold
From
Sector Weight
To
Sector Weight