February 29, 2024

gremlin

This month-to-month article collection exhibits a dashboard with mixture business metrics in info expertise. It might additionally function a top-down evaluation of sector ETFs like Expertise Choose Sector SPDR® Fund ETF (XLK) and First Belief Expertise

VS

QS

EY

SY

FY

ROE

GM

EYh

SYh

FYh

ROEh

GMh

RetM

RetY

{Hardware}

-0.67

-10.53

0.0360

0.7330

0.0444

6.59

31.36

0.0350

0.9633

0.0373

6.43

41.09

11.51%

40.91%

Comm. Equip.

-6.82

8.75

0.0313

0.2935

0.0276

19.72

60.56

0.0313

0.2712

0.0387

16.24

63.01

9.10%

-19.04%

Digital Equip.

4.03

-7.17

0.0416

0.7675

0.0426

17.03

20.14

0.0407

0.7690

0.0387

13.25

35.23

11.70%

10.72%

Software program

-21.37

9.53

0.0220

0.1253

0.0242

22.14

82.18

0.0253

0.1607

0.0341

17.97

85.73

9.45%

19.37%

Semiconductors

-16.59

16.64

0.0417

0.1892

0.0248

33.87

58.92

0.0446

0.2313

0.0331

24.39

62.42

14.74%

17.67%

IT Providers

-32.49

12.24

0.0319

0.1815

0.0180

31.80

58.31

0.0370

0.3087

0.0313

26.79

55.12

7.21%

11.41%

Ticker

Title

Weight %

EPS progress % TTM

P/E TTM

P/E fwd

Yield %

ESTC

Elastic N.V.

2.13%

21.94

N/A

110.95

0

NTNX

Nutanix, Inc.

2.02%

65.79

N/A

50.54

0

DASH

DoorDash, Inc.

1.94%

-11.35

N/A

N/A

0

VRT

Vertiv Holdings Co

1.93%

1213.33

72.53

27.11

0.05

CRWD

CrowdStrike Holdings, Inc.

1.83%

92.74

N/A

85.60

0

CNXC

Concentrix Company

1.82%

-22.50

14.39

8.66

1.26

SAIC

Science Functions Worldwide Company

1.82%

97.52

13.36

16.05

1.17

SWKS

Skyworks Options, Inc.

1.75%

-21.27

18.48

15.80

2.40

ADBE

Adobe Inc.

1.74%

17.00

49.47

32.63

0

PLTR

Palantir Applied sciences Inc.

1.73%

123.61

281.02

73.90

0

EXTR

Excessive Networks, Inc.

BDC

Belden Inc.

CARS

Automobiles.com Inc.

CARG

CarGurus, Inc.

QCOM

QUALCOMM Included

IDCC

InterDigital, Inc.

GEN

Gen Digital Inc.