| Skyworks Solutions |
SWKS |
Semiconductors |
7.4% |
18.0 |
1.8% |
81% |
55 |
85 |
4.3% |
| Five Below |
FIVE |
Specialty Retail |
15.9% |
44.0 |
0.0% |
86% |
78 |
98 |
7.2% |
| Pfizer |
PFE |
Drug Manufacturers - G... |
-1.2% |
13.0 |
3.8% |
92% |
60 |
66 |
5.0% |
| LKQ Corp |
LKQ |
Auto Parts |
4.2% |
13.0 |
0.0% |
85% |
99 |
90 |
4.1% |
| Medtronic |
MDT |
Medical Devices |
2.3% |
20.0 |
2.0% |
94% |
97 |
88 |
2.3% |
| Cognizant Technology |
CTSH |
Information Technology... |
8.8% |
17.0 |
1.1% |
96% |
94 |
96 |
9.4% |
| Intel |
INTC |
Semiconductors |
4.4% |
11.0 |
1.5% |
99% |
84 |
91 |
5.5% |
| Home Depot |
HD |
Home Improvement Retail |
6.2% |
20.0 |
2.7% |
97% |
75 |
88 |
8.8% |
| Simulations Plus* |
SLP |
Health Information Ser... |
19.9% |
60.0 |
1.5% |
51% |
83 |
87 |
2.7% |
| Wells Fargo |
WFC |
Banks - Diversified |
5.1% |
13.0 |
4.0% |
50% |
42 |
45 |
9.0% |
| Lowe's |
LOW |
Home Improvement Retail |
5.5% |
17.0 |
1.4% |
99% |
80 |
83 |
9.3% |
| Costco Wholesale |
COST |
Discount Stores |
7.4% |
35.0 |
0.9% |
100% |
89 |
86 |
8.7% |
| Under Armour C |
UA |
Apparel Manufacturing |
2.5% |
39.0 |
0.0% |
32% |
22 |
21 |
-1.2% |
| Biogen |
BIIB |
Drug Manufacturers - G... |
4.1% |
11.0 |
0.0% |
90% |
82 |
84 |
6.4% |
| Starbucks |
SBUX |
Restaurants |
9.1% |
30.0 |
2.0% |
95% |
86 |
98 |
7.7% |
| Stryker |
SYK |
Medical Devices |
7.8% |
23.0 |
1.2% |
98% |
78 |
89 |
4.0% |
| Abbott Labs |
ABT |
Medical Devices |
7.8% |
25.0 |
1.6% |
96% |
90 |
93 |
7.7% |
| Forward Air |
FWRD |
Integrated Freight & L... |
6.8% |
21.0 |
1.0% |
94% |
79 |
97 |
3.1% |
| Microsoft |
MSFT |
Software - Infrastructure |
9.4% |
36.0 |
1.2% |
97% |
92 |
96 |
11.5% |
| Bank of Nova Scotia |
BNS-TO |
Banks - Diversified |
6.0% |
11.0 |
4.3% |
94% |
84 |
88 |
7.3% |
| NextGen Healthcare |
NXGN |
Health Information Ser... |
3.5% |
20.0 |
0.0% |
42% |
40 |
32 |
2.0% |
| Exxon Mobil |
XOM |
Oil & Gas Integrated |
1.1% |
14.0 |
5.2% |
80% |
52 |
53 |
6.1% |
| Coca-Cola |
KO |
Beverages - Non-Alcoholic |
4.1% |
23.0 |
3.2% |
89% |
90 |
94 |
7.5% |
| Price T. Rowe |
TROW |
Asset Management |
9.1% |
17.0 |
2.9% |
95% |
75 |
97 |
10.3% |
| Cisco Systems |
CSCO |
Communication Equipment |
2.0% |
14.0 |
3.1% |
88% |
96 |
94 |
5.3% |
| Walgreen |
WBA |
Pharmaceutical Retailers |
3.1% |
7.6 |
3.1% |
82% |
81 |
75 |
9.0% |
| Alphabet (Google) |
GOOG |
Internet Content & Inf... |
16.5% |
34.0 |
0.0% |
99% |
98 |
99 |
14.1% |
| F5 Networks |
FFIV |
Software - Infrastructure |
7.2% |
24.0 |
0.0% |
94% |
90 |
82 |
7.6% |
| PRA Group* |
PRAA |
Credit Services |
7.4% |
18.0 |
0.0% |
41% |
33 |
30 |
7.5% |
| Schlumberger |
SLB |
Oil & Gas Equipment & ... |
6.8% |
24.0 |
1.3% |
61% |
34 |
62 |
7.6% |
| Gilead Sciences |
GILD |
Drug Manufacturers - G... |
2.3% |
12.0 |
3.5% |
86% |
50 |
65 |
8.4% |
| Pepsi |
PEP |
Beverages - Non-Alcoholic |
4.0% |
20.0 |
2.8% |
97% |
97 |
85 |
6.7% |
| Wal-Mart |
WMT |
Discount Stores |
2.8% |
21.7 |
1.5% |
79% |
90 |
67 |
6.2% |
| Veeva Systems |
VEEV |
Health Information Ser... |
20.0% |
50.0 |
0.0% |
78% |
52 |
88 |
-0.4% |
| Fastenal |
FAST |
Industrial Distribution |
7.8% |
26.0 |
2.8% |
100% |
96 |
100 |
8.7% |
| Qualcomm |
QCOM |
Semiconductors |
9.7% |
18.0 |
1.6% |
87% |
79 |
94 |
9.7% |
| Oracle Corp. |
ORCL |
Software - Infrastructure |
3.4% |
13.0 |
1.6% |
98% |
100 |
93 |
5.3% |
| AFLAC |
AFL |
Insurance - Life |
10.8% |
10.1 |
2.9% |
90% |
48 |
87 |
12.2% |
| Aaron's* |
AAN |
Rental & Leasing Services |
8.0% |
14.0 |
0.3% |
74% |
80 |
78 |
29.4% |
| FactSet Research |
FDS |
Financial Data & Stock... |
7.4% |
24.0 |
1.2% |
99% |
98 |
94 |
7.2% |
| Procter & Gamble |
PG |
Household & Personal P... |
3.0% |
20.0 |
2.6% |
98% |
93 |
95 |
4.6% |
| Apple |
AAPL |
Consumer Electronics |
8.9% |
25.0 |
1.1% |
97% |
99 |
99 |
7.2% |
| Johnson & Johnson |
JNJ |
Drug Manufacturers - G... |
4.6% |
17.0 |
2.6% |
99% |
91 |
90 |
6.9% |
| Align Technology |
ALGN |
Medical Devices |
21.3% |
53.0 |
0.0% |
78% |
89 |
97 |
6.4% |
| Jazz Pharmaceuticals |
JAZZ |
Biotechnology |
12.1% |
11.0 |
0.0% |
83% |
97 |
89 |
10.8% |
| Akamai Technologies |
AKAM |
Software - Infrastructure |
9.0% |
31.0 |
0.0% |
91% |
60 |
71 |
11.3% |
| General Electric |
GE |
Specialty Industrial M... |
5.5% |
14.0 |
1.2% |
4% |
46 |
35 |
3.3% |
| AT&T Inc |
T |
Telecom Services |
3.6% |
8.3 |
4.3% |
75% |
91 |
88 |
10.4% |
| CVS Health |
CVS |
Healthcare Plans |
2.2% |
10.0 |
2.9% |
93% |
99 |
78 |
9.7% |
| Danaher |
DHR |
Diagnostics & Research |
5.4% |
32.0 |
0.6% |
93% |
75 |
79 |
3.2% |
| Magellan Midstream Prtnrs |
MMP |
Oil & Gas Midstream |
5.3% |
14.0 |
6.6% |
42% |
76 |
84 |
14.2% |
