Initiated Buy X

A Agilent

Rothschild & Co Redburn

$165

Upgrades Neutral Buy X

A Agilent

UBS

$170

Initiated Overweight X

AA Alcoa

Wells Fargo

$40

Initiated Outperform X

ACM Aecom Tech

National Bank Financial

$151

Upgrades Hold Buy X

AG First Majestic Silver

TD Securities

Upgrades Hold Buy X

AMD Advanced Micro Devices

DZ Bank

$250

Initiated Equal Weight X

APH Amphenol

Barclays

$120

Upgrades Neutral Buy X

ARCB ArcBest

Citigroup

$89

Initiated Buy X

AUB Atlantic Union Bankshares

Janney

Upgrades Eq Weight Overweight X

AXS AXIS Capital

Wells Fargo

$123

Upgrades Hold Buy X

BOKF BOK Financial

Jefferies

$135

Initiated Equal Weight X

BSY Bentley Systems

Barclays

$57

Upgrades Neutral Buy X

CEG Constellation Energy

Seaport Research Partners

$407

Initiated Overweight X

CENX Century Aluminum

Wells Fargo

Initiated Overweight X

CGNX Cognex

Barclays

$55

Downgrades Buy Neutral X

CHRW C.H. Robinson

Citigroup

$148

Initiated Mkt Perform X

CPF Central Pacific Financial

Keefe Bruyette

$34

Initiated Overweight X

CRH CRH Plc.

Wells Fargo

$135

Initiated Buy X

CRSR Corsair Gaming

Craig Hallum

$12

Initiated Equal Weight X

CSTM Constellium

Wells Fargo

$16

Initiated Buy X

CVLT Commvault Systems

Truist

$230

Initiated Buy X

DAR Darling Ingredients

BofA Securities

$45

Downgrades Buy Neutral X

DHR Danaher

Rothschild & Co Redburn

$220

Reiterated Overweight X

ELF e.l.f. Beauty

Morgan Stanley

$134 $170

Resumed Overweight X

EQBK Equity Bancshares

Piper Sandler

$54

Downgrades Outperform Perform X

EW Edwards Lifesciences

Oppenheimer

Initiated Overweight X

EXP Eagle Materials

Wells Fargo

$261

Initiated Equal Weight X

FAST Fastenal

Barclays

$49

Upgrades Neutral Buy X

FCX Freeport-McMoRan

Citigroup

$48

Initiated Overweight X

FCX Freeport-McMoRan

Wells Fargo

$47

Downgrades Overweight Neutral X

FDX FedEx

JP Morgan

$274

Initiated Buy X

FE FirstEnergy

Citigroup

$53

Downgrades Buy Neutral X

FRPT Freshpet

BofA Securities

$60

Initiated Underweight X

GWW Grainger

Barclays

$963

Initiated Outperform X

HIW Highwoods Prop

Wolfe Research

$38

Initiated Sector Perform X

HR Healthcare Realty

RBC Capital Mkts

$19

Downgrades Outperform Perform X

INCY Incyte

Oppenheimer

Downgrades Hold Reduce X

INTC Intel

HSBC Securities

$24

Upgrades Neutral Overweight X

IONS Ionis Pharma

JP Morgan

$80

Initiated Overweight X

KALU Kaiser Alum

Wells Fargo

$90

Downgrades Buy Neutral X

KTOS Kratos Defense and Security

B. Riley Securities

$105

Downgrades Buy Neutral X

LNTH Lantheus Holdings

Goldman

$77

Initiated Overweight X

MANH Manhattan Assoc

Barclays

$247

Initiated Buy X

MANH Manhattan Assoc

Stifel

$250

Upgrades Neutral Buy X

MFA MFA Financial

UBS

$10.50

Initiated Equal Weight X

MLM Martin Marietta

Wells Fargo

$620

Reiterated Neutral X

MNST Monster Beverage

UBS

$67 $72

Downgrades Outperform Peer Perform X

MSM MSC Industrial

Wolfe Research

Reiterated Buy X

MU Micron

UBS

$195 $225

Upgrades Hold Buy X

NOC Northrop Grumman

Deutsche Bank

$700

Initiated Buy X

OLMA Olema Pharmaceuticals

Guggenheim

$20

Upgrades Peer Perform Outperform X

OTIS Otis Worldwide

Wolfe Research

$109

Upgrades Hold Buy X

PEN Penumbra

Needham

$326

Initiated Overweight X

PI Impinj

Barclays

$200

Initiated Neutral X

POOL Pool

Guggenheim

Reiterated Buy X

RBLX Roblox

Citigroup

$152 $155

Upgrades Underweight Eq-Weight X

SCCO Southern Copper

Morgan Stanley

$132

Initiated Equal Weight X

SCCO Southern Copper

Wells Fargo

$121

Initiated Equal Weight X

SCSC ScanSource

Barclays

$43

Reiterated Outperform X

SEM Select Medical

RBC Capital Mkts

$16 $20

Upgrades Hold Buy X

SF Stifel Financial

TD Cowen

$131

Downgrades Outperform Peer Perform X

SHEL Shell plc

Wolfe Research

Upgrades Hold Buy X

SLF Sun Life

TD Securities

Initiated Neutral X

SPXC SPX Technologies

BofA Securities

$202

Initiated Overweight X

ST Sensata Tech

Barclays

$43

Initiated Underweight X

SYM Symbotic

Barclays

$38

Initiated Equal Weight X

TDY Teledyne Tech

Barclays

$606

Downgrades Buy Hold X

TECK Teck Resources

Canaccord Genuity

Initiated Overweight X

TEL TE Connectivity

Barclays

$249

Initiated Overweight X

TRMB Trimble

Barclays

$100

Reiterated Buy X

TSLA Tesla

Stifel

$440 $483

Initiated Outperform X

TTEK Tetra Tech

National Bank Financial

$41

Reiterated Sure X

UMBRL Umbrella Corporation

Jack Powers Capital

$15,068

Initiated Equal Weight X

VMC Vulcan Materials

Wells Fargo

$311

Initiated Buy X

WAT Waters

Rothschild & Co Redburn

$390

Initiated Overweight X

WCC Wesco

Barclays

$258

Downgrades Buy Hold X

WERN Werner Enterprises

TD Cowen

$24

Initiated Overweight X

ZBRA Zebra Tech

Barclays

$375