|
ORCL
|
Technology |
Baird |
Maintains
|
Outperform
→
Outperform
|
—
|
$559.6B
|
$151.56
|
+1.4%
|
-1.4%
|
+9.2%
|
-2.4%
|
-2.5%
|
+0.6%
|
|
LRCX
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$358.4B
|
$211.15
|
-0.1%
|
+1.9%
|
+1.7%
|
-4.3%
|
+1.3%
|
+3.4%
|
|
MS
|
Financial Services |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$302.0B
|
$160.45
|
+0.9%
|
+0.2%
|
+0.1%
|
-4.1%
|
+0.3%
|
+0.5%
|
|
GS
|
Financial Services |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$274.6B
|
$832.03
|
+0.3%
|
+0.2%
|
-1.2%
|
-4.4%
|
-0.7%
|
+1.6%
|
|
CRM
|
Technology |
Northland Capital Markets |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$177.0B
|
$198.79
|
-0.8%
|
-2.0%
|
-0.4%
|
+2.7%
|
-3.2%
|
+2.9%
|
|
CRWD
|
Technology |
Morgan Stanley |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$128.3B
|
$434.13
|
+2.5%
|
+0.5%
|
+1.3%
|
-0.1%
|
+0.1%
|
-4.1%
|
|
PGR
|
Financial Services |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$114.5B
|
$206.80
|
+0.2%
|
+0.1%
|
-2.8%
|
+2.0%
|
-0.0%
|
-0.2%
|
|
INTU
|
Technology |
Rothschild & Co |
Upgrade
|
Neutral
→
Buy
|
—
|
$113.2B
|
$473.67
|
+0.1%
|
-4.2%
|
-3.0%
|
-1.2%
|
+1.1%
|
+2.8%
|
|
ACN
|
Technology |
Truist |
Maintains
|
Buy
→
Buy
|
—
|
$110.9B
|
$209.36
|
-0.4%
|
-3.7%
|
-0.1%
|
-2.7%
|
+0.3%
|
+1.4%
|
|
VRTX
|
Healthcare |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$107.8B
|
$460.87
|
+4.6%
|
+8.3%
|
-1.4%
|
-2.9%
|
-1.8%
|
-0.7%
|
|
VRTX
|
Healthcare |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$107.8B
|
$460.87
|
+4.6%
|
+8.3%
|
-1.4%
|
-2.9%
|
-1.8%
|
-0.7%
|
|
VRTX
|
Healthcare |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$107.8B
|
$460.87
|
+4.6%
|
+8.3%
|
-1.4%
|
-2.9%
|
-1.8%
|
-0.7%
|
|
VRTX
|
Healthcare |
HC Wainwright & Co. |
Maintains
|
Buy
→
Buy
|
—
|
$107.8B
|
$460.87
|
+4.6%
|
+8.3%
|
-1.4%
|
-2.9%
|
-1.8%
|
-0.7%
|
|
VRTX
|
Healthcare |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$107.8B
|
$460.87
|
+4.6%
|
+8.3%
|
-1.4%
|
-2.9%
|
-1.8%
|
-0.7%
|
|
ADBE
|
Technology |
TD Cowen |
Maintains
|
Hold
→
Hold
|
—
|
$103.7B
|
$282.44
|
-0.2%
|
-2.6%
|
-0.5%
|
-1.4%
|
-7.6%
|
+1.0%
|
|
MDT
|
Healthcare |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$100.1B
|
$91.34
|
-0.1%
|
-1.6%
|
-1.0%
|
-1.8%
|
-0.3%
|
+1.3%
|
|
HCA
|
Healthcare |
TD Cowen |
Maintains
|
Buy
→
Buy
|
—
|
$95.2B
|
$545.13
|
-0.2%
|
-1.4%
|
-0.1%
|
-0.9%
|
+0.1%
|
-1.5%
|
|
MAR
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$93.3B
|
$328.86
|
-0.9%
|
-0.9%
|
+0.1%
|
-3.1%
|
-0.8%
|
+2.6%
|
|
FDX
|
Industrials |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$89.7B
|
$361.10
|
+0.6%
|
-0.5%
|
+0.5%
|
-2.3%
|
-0.4%
|
+0.2%
|
|
EPD
|
Energy |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$81.5B
|
$37.09
|
-1.1%
|
-1.0%
|
+1.3%
|
-1.6%
|
+1.1%
|
+0.9%
|
|
HLT
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$72.9B
|
$303.46
|
-0.4%
|
-1.7%
|
-0.5%
|
-0.9%
|
-0.9%
|
+1.5%
|
|
ET
|
Energy |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$68.5B
|
$18.59
|
-0.4%
|
-1.6%
|
+2.5%
|
-1.0%
|
+1.0%
|
-0.1%
|
|
WBD
|
Communication Services |
Freedom Broker |
Maintains
|
Hold
→
Hold
|
—
|
$68.0B
|
$27.75
|
-0.0%
|
+0.0%
|
+0.2%
|
-1.4%
|
-1.1%
|
+1.4%
|
|
AZO
|
Consumer Cyclical |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$58.6B
|
$3672.68
|
+0.1%
|
+1.5%
|
-0.4%
|
-2.6%
|
-1.4%
|
-2.1%
|
|
MPLX
|
Energy |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$57.1B
|
$58.19
|
+0.1%
|
-0.3%
|
+1.3%
|
-0.7%
|
+0.3%
|
-0.7%
|
|
TGT
|
Consumer Defensive |
DA Davidson |
Maintains
|
Buy
→
Buy
|
—
|
$57.0B
|
$120.14
|
-0.5%
|
+0.5%
|
-1.6%
|
-2.6%
|
+1.4%
|
-0.2%
|
|
MSTR
|
Technology |
B. Riley Securities |
Upgrade
|
Neutral
→
Buy
|
—
|
$53.4B
|
$138.95
|
+2.1%
|
-0.4%
|
-0.1%
|
-0.7%
|
+1.7%
|
+5.6%
|
|
ODFL
|
Industrials |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$41.3B
|
$197.22
|
-0.8%
|
-1.1%
|
-3.2%
|
-6.6%
|
+2.6%
|
+0.9%
|
|
TRI
|
Industrials |
BofA Securities |
Maintains
|
Neutral
→
Neutral
|
—
|
$40.7B
|
$111.52
|
-0.8%
|
-7.0%
|
-0.6%
|
-3.7%
|
-3.0%
|
-0.2%
|
|
HPE
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$39.4B
|
$21.81
|
+1.0%
|
-3.3%
|
+1.6%
|
+0.7%
|
+0.0%
|
+1.3%
|
|
HPE
|
Technology |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$39.4B
|
$21.81
|
+1.0%
|
-3.3%
|
+1.6%
|
+0.7%
|
+0.0%
|
+1.3%
|
|
JBL
|
Technology |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$36.9B
|
$247.46
|
+0.7%
|
+1.5%
|
+1.7%
|
-1.3%
|
-0.6%
|
+2.9%
|
|
MDLN
|
Healthcare |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$34.1B
|
$43.41
|
+0.3%
|
-1.2%
|
-1.1%
|
-3.1%
|
+0.9%
|
+0.7%
|
|
RDDT
|
Communication Services |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$31.6B
|
$138.86
|
+2.2%
|
-3.4%
|
+2.2%
|
-3.6%
|
+0.1%
|
+5.8%
|
|
CASY
|
Consumer Cyclical |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$31.5B
|
$664.54
|
-2.0%
|
+3.8%
|
-0.7%
|
-1.6%
|
-1.9%
|
+1.9%
|
|
CASY
|
Consumer Cyclical |
RBC Capital |
Maintains
|
Sector Perform
→
Sector Perform
|
—
|
$31.5B
|
$664.54
|
-2.0%
|
+3.8%
|
-0.7%
|
-1.6%
|
-1.9%
|
+1.9%
|
|
CASY
|
Consumer Cyclical |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$31.5B
|
$664.54
|
-2.0%
|
+3.8%
|
-0.7%
|
-1.6%
|
-1.9%
|
+1.9%
|
|
CASY
|
Consumer Cyclical |
Stephens & Co. |
Maintains
|
Overweight
→
Overweight
|
—
|
$31.5B
|
$664.54
|
-2.0%
|
+3.8%
|
-0.7%
|
-1.6%
|
-1.9%
|
+1.9%
|
|
DOW
|
Basic Materials |
Jefferies |
Maintains
|
Hold
→
Hold
|
—
|
$26.9B
|
$34.31
|
+0.9%
|
-1.2%
|
+1.4%
|
+9.3%
|
-2.6%
|
-1.7%
|
|
ZS
|
Technology |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$24.6B
|
$162.62
|
+0.6%
|
-3.7%
|
-1.8%
|
-1.4%
|
+1.4%
|
-0.0%
|
|
XPO
|
Industrials |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$24.3B
|
$194.32
|
-0.2%
|
+0.2%
|
-0.4%
|
-5.7%
|
-0.6%
|
+2.0%
|
|
BNTX
|
Healthcare |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$23.5B
|
$102.16
|
-18.9%
|
-17.9%
|
+8.3%
|
-0.8%
|
+1.2%
|
-0.7%
|
|
LYB
|
Basic Materials |
Jefferies |
Maintains
|
Hold
→
Hold
|
—
|
$23.0B
|
$66.82
|
-1.6%
|
-1.8%
|
+2.7%
|
+10.3%
|
-2.7%
|
-1.7%
|
|
ULTA
|
Consumer Cyclical |
Canaccord Genuity |
Maintains
|
Buy
→
Buy
|
—
|
$23.0B
|
$642.22
|
-1.0%
|
+0.8%
|
+0.8%
|
-4.3%
|
-14.2%
|
-3.5%
|
|
TU
|
Communication Services |
BofA Securities |
Upgrade
|
Neutral
→
Buy
|
—
|
$20.1B
|
$13.67
|
+1.5%
|
+0.4%
|
-3.3%
|
-0.7%
|
-0.5%
|
+2.0%
|
|
DLTR
|
Consumer Defensive |
Telsey Advisory Group |
Maintains
|
Outperform
→
Outperform
|
—
|
$19.1B
|
$115.85
|
-0.4%
|
+0.8%
|
-3.1%
|
-1.4%
|
-3.8%
|
+6.4%
|
|
RIVN
|
Consumer Cyclical |
TD Cowen |
Upgrade
|
Hold
→
Buy
|
—
|
$17.8B
|
$15.87
|
+5.2%
|
+4.2%
|
+0.7%
|
-8.1%
|
-2.9%
|
+3.2%
|
|
RTO
|
Industrials |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$16.9B
|
$31.59
|
-0.8%
|
-2.1%
|
+2.6%
|
+2.7%
|
-0.8%
|
-0.7%
|
|
H
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$16.2B
|
$155.72
|
-1.6%
|
-2.4%
|
-0.3%
|
-5.2%
|
-3.0%
|
+1.5%
|
|
LULU
|
Consumer Cyclical |
Telsey Advisory Group |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$15.7B
|
$169.76
|
+0.0%
|
-2.0%
|
-2.2%
|
-2.8%
|
-0.3%
|
+1.4%
|