Nvidia, Micron and Super Micro among companies -2-

   Marathon Petroleum Corp.                  MPC                     67%                    33%                    0%      $180.93                 $215.38                                19% 
   Steel Dynamics Inc.                       STLD                    15%                    54%                   31%      $130.82                 $131.88                                 1% 
   Insulet Corp.                             PODD                    88%                    12%                    0%      $175.57                 $234.30                                33% 
   Universal Health Services Inc. Class B    UHS                     39%                    55%                    6%      $169.47                 $189.73                                12% 
   Valero Energy Corp.                       VLO                     71%                    24%                    5%      $157.07                 $185.96                                18% 
   Newmont Corp.                             NEM                     54%                    38%                    8%       $41.54                  $47.18                                14% 
   MGM Resorts International                 MGM                     83%                    17%                    0%       $40.04                  $56.35                                41% 
   Progressive Corp.                         PGR                     57%                    39%                    4%      $215.90                 $229.19                                 6% 
   Hess Corp.                                HES                     31%                    69%                    0%      $157.66                 $176.25                                12% 
   Royal Caribbean Group                     RCL                     75%                    25%                    0%      $141.68                 $161.31                                14% 
   GE Aerospace                               GE                     84%                    16%                    0%      $168.86                 $184.54                                 9% 
                                                                                                                                                                              Source: FactSet 

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05-11-24 0824ET

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