Initiated Buy X

AMCR Amcor

Deutsche Bank

$50

Initiated Overweight X

AQN Algonquin Power & Utilities

Barclays

$7

Upgrades Underperform Sec Perform X

ASAN Asana

RBC Capital Mkts

$7

Initiated Overweight X

ATI ATI Inc.

Wells Fargo

$175

Initiated Buy X

AVY Avery Dennison

Deutsche Bank

$200

Initiated Overweight X

BA Boeing

Wells Fargo

$250

Upgrades Hold Buy X

BAC Bank of America

HSBC Securities

$57

Initiated Equal Weight X

BAH Booz Allen Hamilton

Wells Fargo

$85

Initiated Buy X

BALL Ball Corp

Deutsche Bank

$72

Initiated Outperform X

BIDU Baidu

BNP Paribas Exane

$161

Initiated Buy X

BKH Black Hills Corp

Ladenburg Thalmann

$77

Upgrades Underperform Neutral X

BSAC Banco Santander Chile

BofA Securities

$35

Initiated Underweight X

BWXT BWX Technologies

Wells Fargo

$200

Initiated Overweight X

CACI CACI Intl

Wells Fargo

$275

Initiated Buy X

CAI Caris Life Sciences

Goldman

$27

Initiated Buy X

CCK Crown

Deutsche Bank

$124

Initiated Neutral X

CLF Cleveland-Cliffs

Goldman

$9

Initiated Positive X

CLS Celestica

Susquehanna

$375

Initiated Neutral X

CMC Commercial Metals

Goldman

$74

Initiated Neutral X

COLD Americold Realty Trust

Piper Sandler

$13

Initiated Equal Weight X

CRS Carpenter Tech

Wells Fargo

$400

Upgrades Mkt Perform Outperform X

DIS Walt Disney

Raymond James

$115

Upgrades Peer Perform Outperform X

EW Edwards Lifesciences

Wolfe Research

$92

Initiated Overweight X

GD General Dynamics

Wells Fargo

$400

Initiated Overweight X

GE GE Aerospace

Wells Fargo

$325

Upgrades Mkt Perform Outperform X

GGB Gerdau S.A.

Itau BBA

$4.60

Initiated Hold X

GPK Graphic Packaging

Deutsche Bank

$9.60

Initiated Equal Weight X

HII Huntington Ingalls

Wells Fargo

$400

Initiated Equal Weight X

HWM Howmet Aerospace

Wells Fargo

$240

Initiated Overweight X

HXL Hexcel

Wells Fargo

$95

Initiated Hold X

IP Int’l Paper

Deutsche Bank

$38

Initiated Equal Weight X

LDOS Leidos

Wells Fargo

$165

Initiated Equal Weight X

LMT Lockheed Martin

Wells Fargo

$650

Upgrades Hold Buy X

LNSR LENSAR

Lake Street

$10

Initiated Buy X

MBLY Mobileye Global

Berenberg

$9.30

Upgrades Neutral Overweight X

NCNO nCino

Piper Sandler

$22

Downgrades Buy Neutral X

NKE NIKE

BofA Securities

$55

Downgrades Buy Neutral X

NKE NIKE

Goldman

$52

Downgrades Overweight Neutral X

NKE NIKE

JP Morgan

$52

Initiated Overweight X

NOC Northrop Grumman

Wells Fargo

$800

Initiated Buy X

NUE Nucor

Goldman

$210

Upgrades Neutral Buy X

NWE NorthWestern

Ladenburg Thalmann

$75.50

Downgrades Mkt Outperform Mkt Perform X

PHR Phreesia

Citizens

Upgrades Neutral Buy X

PJT PJT Partners

Goldman

$170

Initiated Hold X

PKG Packaging Corp

Deutsche Bank

$225

Downgrades Buy Neutral X

PPG PPG Industries

Citigroup

$113

Upgrades Underperform Neutral X

RIVN Rivian Automotive

DA Davidson

$14

Initiated Equal Weight X

RKLB Rocket Lab USA

Wells Fargo

$60

Initiated Neutral X

RS Reliance, Inc.

Goldman

$300

Initiated Equal Weight X

RTX RTX

Wells Fargo

$200

Initiated Neutral X

SANM Sanmina

Susquehanna

$135

Initiated Buy X

SLGN Silgan Holdings

Deutsche Bank

$52

Initiated Buy X

SON Sonoco Products

Deutsche Bank

$63

Initiated Buy X

SXT Sensient

UBS

$115

Initiated Equal Weight X

TDG Transdigm Group

Wells Fargo

$1200

Initiated Equal Weight X

TDW Tidewater

Barclays

$80

Initiated Overweight X

TRDA Entrada Therapeutics

Cantor Fitzgerald

Initiated Equal Weight X

TXT Textron

Wells Fargo

$92

Upgrades Mkt Perform Outperform X

UNH UnitedHealth

Raymond James

$330

Initiated Outperform X

USAS Americas Silver

BMO Capital Markets

Upgrades Hold Buy X

WFC Wells Fargo

HSBC Securities

$94

Initiated Overweight X

WWD Woodward

Wells Fargo

$440

Upgrades Underweight Neutral X

YMM Full Truck Alliance Co. Ltd.

JP Morgan

$8