Riley Rosebee
Trends with No Friends

TWNF

Index Performance

+18.74%
TWNF
+7.46%
SPY

Overview

Description

The Trends With No Friends Index holds 8-12 securities referenced in the Trends with No Friends publication. Holdings will be updated weekly. Subscribe to follow along: https://nofriends.beehiiv.com/ ————————————————————————————— Trends With No Friends sifts through the noise and discovers stocks above $1B market cap with high relative strength and low social following. Why is this combination important? Stocks that are outperforming tend to continue to outperform. Stocks that have a low social following are, by definition, undiscovered by the crowd. Stocks that have both Relative Strength and Low Social Following can really outperform as more investors discover them. They are ripe to rip.

  • TickerTWNF
  • Inception Date05/27/2024
  • WeightingCustom
  • # of holdings8
What's inside?

Holdings

All holdings as of July 26, 2024
CSV download
RadNet, Inc. (RDNT)13.66%$4.58B10.53%2.72%2.76
Blue Bird Corp. (BLBD)13.61%$1.61B15.38%18.31%1.01
CRA International, Inc. (CRAI)12.86%$1.24B12.39%29.17%1.85
Dycom Industries, Inc. (DY)12.55%$5.07B9.27%15.37%1.20
Veralto Corp. (VLTO)12.48%$24.59B2.79%60.87%N/A
Alcon AG (ALC)12.41%$46.36B-1.20%56.32%4.80
SharkNinja, Inc. (SN)12.07%$9.92B24.66%48.84%2.15
Sweetgreen, Inc. (SG)10.37%$2.45B26.22%7.67%4.72
Market data by FactSet