Introduction to the Cara 100
Before we trade any instrument in the market, we must decide on what we need to trade. What we need is Growth, Value and/or Income (i.e., Yield). With a huge universe of tens of thousands of companies whose shares trade daily in the market, many of which may fit into these categories, we must sort the Good Companies from the Bad Companies based on Fundamental and Quantitative analysis.
Capital market prices and Technical Indicators of Price Trends and Cycles should be unimportant factors in selecting a relatively small group of high Quality companies one must study before trading.
From a review of the Greenfield’s Cadence Decision Support System database for S&P 500 companies only, which manages over 20 data points of mostly corporate fundamental data for each company that is updated weekly, we filtered the companies into what we believe are suitable candidates for Growth, Value and Yield. The result is the production of what I refer to as the Cara 100.
Due to evolving business and economic conditions, the financial results and reporting of companies is always in flux. Hence, the Cara 100 is always a work in progress. While we recalculate our relative rankings for over 4,000 companies every weekend based on factually reported data, the Cara 100 selected from the S&P 500 will be published here at the end of every quarter.
Because of political and social developments, there are also macro-economic changes that materially affect capital market price trends and cycles of these companies. As you know from our Lessons publications, a company is not a price. We trade prices. This is a list of companies that we consider investment grade for trading purposes and is not a recommendation to buy or sell.
As market prices fluctuate, at any point in time for each of these Good Companies, there will be Good Stocks (i.e., with Trends and Cycles that are rising), and Bad Stocks (i.e., with Trends and Cycles that are falling). Each of us has our own research methodologies and trading systems. In our case, technical indicator-based algorithms help sort the difference to enable us to buy whatever it is we need to trade whenever the price is low and to sell it when the price is high. Your trading system will be different.
We hope you find value in our publishing the Cara 100 list of what we refer to as Good Companies.
Here is the full excel file of Cara 100 Companies as at March 31, 2019
Cara 100 1Q. March 31, 2019
Ticker | Company | Sector | Industry | Country | Composite rank 4250 stks | P/E | Fwd P/E | Div. | Short Ratio | ROE | Curr R | Debt/Eq | Volatility M | Recom | Price | Consensus Target Price | Market Cap |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AAL | American Airlines Group Inc. | Services | Major Airlines | USA | 377 | 10,46 | 5,11 | 1,26% | 2,58 | N/A | 0,5 | – | 2,95% | 2,1 | 32,48 | 45 | Large |
| ABCB | Ameris Bancorp | Financial | Regional – Mid-Atlantic Banks | USA | 384 | 12,64 | 7,27 | 1,16% | 4,44 | 9,50% | – | 0,16 | 2,65% | 1,7 | 35,36 | 48,38 | Mid |
| AIZ | Assurant, Inc. | Financial | Accident & Health Insurance | USA | 336 | 22,91 | 10,04 | 2,53% | 2,16 | 4,70% | – | 0,39 | 1,72% | 2,2 | 96,14 | 126,25 | Mid |
| ALK | Alaska Air Group, Inc. | Services | Regional Airlines | USA | 585 | 15,92 | 7,94 | 2,49% | 3,62 | 12,00% | 0,6 | 0,56 | 2,31% | 2,2 | 57,24 | 76 | Mid |
| ALLY | Ally Financial Inc. | Financial | Mortgage Investment | USA | 613 | 9,46 | 6,82 | 2,47% | 3,87 | 9,60% | – | 3,57 | 1,64% | 1,8 | 28,24 | 32,4 | Large |
| APO | Apollo Global Management, LLC | Financial | Diversified Investments | USA | 276 | – | 9,62 | 7,93% | 6,83 | -4,30% | – | 2,7 | 2,29% | 1,9 | 28,78 | 36,25 | Large |
| ATH | Athene Holding Ltd. | Financial | Asset Management | Bermuda | 603 | 7,7 | 4,88 | – | 2,95 | 12,20% | – | 0 | 1,93% | 2 | 41,85 | 56,71 | Mid |
| ATSG | Air Transport Services Group, Inc. | Services | Air Delivery & Freight Services | USA | 271 | 22,71 | 14,58 | – | 2,26 | 15,80% | 1,1 | 3,68 | 3,40% | 1,6 | 23,36 | 28,29 | Small |
| ATUS | Altice USA, Inc. | Technology | Telecom Services – Domestic | USA | 646 | 613,71 | 21,2 | – | 3,7 | 0,40% | 0,4 | 6 | 2,33% | 1,9 | 21,88 | 26,04 | Large |
| AVGO | Broadcom Inc. | Technology | Semiconductor – Broad Line | Singapore | 772 | 26,11 | 11,42 | 3,52% | 1,8 | 23,80% | 1,3 | 1,62 | 2,34% | 2 | 306,01 | 307,03 | Large |
| AXS | AXIS Capital Holdings Limited | Financial | Property & Casualty Insurance | Bermuda | 281 | – | 9,63 | 2,92% | 1,9 | 0,00% | – | 0,32 | 1,31% | 2,7 | 55,29 | 59,8 | Mid |
| BABA | Alibaba Group Holding Limited | Services | Specialty Retail, Other | Hong Kong | 1024 | 46,46 | 27,14 | – | 8,57 | 16,90% | 1,3 | 0,3 | 1,86% | 1,6 | 183,58 | 205,48 | Large |
| BEDU | Bright Scholar Education Holdings Limited | Services | Education & Training Services | China | 561 | 31,43 | 18,01 | – | 0,94 | 11,20% | 2,3 | 0,02 | 3,60% | 2,2 | 10,6 | 14,15 | Small |
| BFR | BBVA Banco Frances S.A. | Financial | Foreign Regional Banks | Argentina | 145 | 8,81 | 5,67 | 2,21% | 0,98 | 27,70% | – | 0 | 6,17% | 2,5 | 9,66 | 12,4 | Mid |
| BHR | Braemar Hotels & Resorts, Inc. | Financial | REIT – Hotel/Motel | USA | 928 | – | 29,78 | 5,24% | 2,7 | -1,50% | – | 2,48 | 3,54% | 1,8 | 12,35 | 15,05 | Small |
| BPOP | Popular, Inc. | Financial | Foreign Regional Banks | USA | 955 | 8,23 | 8,13 | 2,30% | 2,21 | 11,80% | – | 0,18 | 2,28% | 1,6 | 53,21 | 61,56 | Mid |
| BTE | Baytex Energy Corp. | Basic Materials | Independent Oil & Gas | Canada | 1106 | – | 10,9 | – | 6,41 | -12,90% | 0,7 | 0,69 | 4,77% | 2,7 | 1,74 | 3,94 | Small |
| BYD | Boyd Gaming Corporation | Services | Resorts & Casinos | USA | 611 | 27,44 | 13,35 | 0,88% | 4,17 | 10,10% | 0,9 | 3,47 | 2,81% | 1,8 | 28,51 | 36,27 | Mid |
| CARB | Carbonite, Inc. | Technology | Business Software & Services | USA | 605 | 105,57 | 11,33 | – | 6,12 | 4,50% | 1,6 | 0 | 3,54% | 2,2 | 24,82 | 37,5 | Small |
| CBRE | CBRE Group, Inc. | Financial | Property Management | USA | 1060 | 15,76 | 12,8 | – | 2,31 | 23,00% | 1,2 | 0,63 | 1,75% | 2,2 | 50,22 | 58 | Large |
| CCMP | Cabot Microelectronics Corporation | Technology | Semiconductor – Integrated Circuits | USA | 621 | 21,76 | 13,5 | 1,50% | 3,31 | – | 3,2 | 1,04 | 2,34% | 2 | 115,38 | 123,5 | Mid |
| CF | CF Industries Holdings, Inc. | Basic Materials | Agricultural Chemicals | USA | 669 | 31,25 | 13,89 | 2,94% | 2,82 | 8,60% | 1,8 | 0 | 2,62% | 2,3 | 41,57 | 52,17 | Mid |
| CFX | Colfax Corporation | Industrial Goods | Diversified Machinery | USA | 144 | 22,88 | 10,12 | – | 4,08 | 4,20% | 1,6 | 0,37 | 2,70% | 2,4 | 30,1 | 31,75 | Mid |
| CHFC | Chemical Financial Corporation | Financial | Regional – Midwest Banks | USA | 364 | 10,56 | 8,56 | 3,30% | 5,92 | 10,20% | – | 0,01 | 2,73% | 1,9 | 42,25 | 53,75 | Mid |
| CI | Cigna Corporation | Healthcare | Health Care Plans | USA | 143 | 15,06 | 8,69 | 0,02% | 1,78 | 12,30% | – | 1,04 | 2,39% | 1,9 | 160,69 | 240,64 | Large |
| CMC | Commercial Metals Company | Basic Materials | Steel & Iron | USA | 279 | 14,81 | 7,35 | 2,81% | 3,47 | 8,40% | 2,8 | 0,93 | 3,04% | 2,5 | 17,71 | 20,2 | Mid |
| CMRE | Costamare Inc. | Services | Shipping | Greece | 294 | 15,62 | 7,01 | 7,69% | 3,98 | 2,70% | 0,8 | 1,21 | 2,81% | – | 5,37 | 6,4 | Small |
| CNP | CenterPoint Energy, Inc. | Utilities | Gas Utilities | USA | 404 | 41,71 | 16,89 | 3,75% | 3,61 | 6,50% | 2,1 | 1,55 | 1,33% | 2,2 | 30,63 | 31,29 | Large |
| COHU | Cohu, Inc. | Technology | Semiconductor Equipment & Materials | USA | 579 | – | 8,46 | 1,63% | 3,81 | -8,80% | 3 | 0,65 | 3,63% | 2 | 15,08 | 22,5 | Small |
| COOP | Mr. Cooper Group Inc. | Financial | Savings & Loans | USA | 211 | 0,86 | 3,64 | – | 3,5 | 98,20% | – | 6,28 | 4,67% | 2 | 9,58 | 17,75 | Small |
| CVS | CVS Health Corporation | Healthcare | Health Care Plans | USA | 360 | – | 7,4 | 3,71% | 1,11 | -1,40% | 1 | 1,26 | 2,61% | 2 | 54,01 | 76,76 | Large |
| DAN | Dana Incorporated | Consumer Goods | Auto Parts | USA | 206 | 6,09 | 5,06 | 2,25% | 1,41 | 35,30% | 1,7 | 1,33 | 3,25% | 2,2 | 18,36 | 22,44 | Mid |
| DSW | DSW Inc. | Services | Apparel Stores | USA | 409 | – | 10,41 | 4,50% | 2,37 | -2,20% | 2,1 | 0,19 | 3,90% | 2,6 | 22,63 | 28,89 | Mid |
| E | Eni S.p.A. | Basic Materials | Major Integrated Oil & Gas | Italy | 948 | 13,42 | 8,88 | 5,42% | 1,66 | – | 1,4 | 0,51 | 0,90% | 1 | 35,59 | 43,75 | Large |
| ECA | Encana Corporation | Basic Materials | Major Integrated Oil & Gas | Canada | 661 | 6,46 | 7,82 | 0,97% | 1,06 | 15,70% | 1,3 | 0,59 | 3,40% | 2,1 | 7,43 | 10,46 | Mid |
| EDN | Empresa Distribuidora y Comercializadora Norte Sociedad Anonima | Utilities | Electric Utilities | Argentina | 141 | 8,83 | 3,46 | – | 0,27 | 46,00% | 0,7 | 0,27 | 5,66% | 2,8 | 19,93 | 44,57 | Small |
| ENVA | Enova International, Inc. | Financial | Credit Services | USA | 205 | 13,38 | 6,33 | – | 6,07 | 20,80% | 11,2 | 2,47 | 2,90% | – | 23,63 | 34,2 | Small |
| EZPW | EZCORP, Inc. | Financial | Credit Services | USA | 469 | 21,83 | 9,26 | – | 23,3 | 3,00% | 2,9 | 0,57 | 2,48% | 1,7 | 9,35 | 12,83 | Small |
| FANG | Diamondback Energy, Inc. | Basic Materials | Independent Oil & Gas | USA | 441 | 12,78 | 8,38 | 0,49% | 3,39 | 11,00% | 0,9 | 0,33 | 2,68% | 1,6 | 103,95 | 151,36 | Large |
| GBX | The Greenbrier Companies, Inc. | Services | Railroads | USA | 270 | 8,34 | 7,63 | 3,10% | 11,61 | 11,90% | – | 0,41 | 3,11% | 2,3 | 33,34 | 50,89 | Small |
| GLNG | Golar LNG Limited | Services | Shipping | Bermuda | 1094 | – | 20,36 | 2,84% | 6,49 | -12,90% | 0,6 | 1,47 | 2,96% | 1,6 | 21 | 32,97 | Mid |
| GLOG | GasLog Ltd. | Services | Shipping | Monaco | 371 | 37,63 | 11,28 | 3,44% | 5,85 | 4,10% | 0,7 | 3,45 | 2,89% | 1,9 | 17,65 | 23,46 | Small |
| GOL | Gol Linhas Aereas Inteligentes S.A. | Services | Regional Airlines | Brazil | 101 | – | 11,08 | – | 1,97 | 24,20% | 0,5 | – | 5,06% | 2,3 | 13,25 | 17,4 | Small |
| HIIQ | Health Insurance Innovations, Inc. | Healthcare | Health Care Plans | USA | 113 | 27,42 | 6,82 | – | 7,56 | 13,30% | – | 0,92 | 8,72% | 1,7 | 25,9 | 66,13 | Small |
| HMI | Huami Corporation | Technology | Scientific & Technical Instruments | China | 225 | 23,33 | 8,25 | – | 1,06 | 10,00% | 2,3 | 0,01 | 8,87% | 1,6 | 13,76 | 18,38 | Small |
| HRI | Herc Holdings Inc. | Services | Rental & Leasing Services | USA | 239 | 23,41 | 9,99 | – | 2,38 | 13,00% | 1,3 | 3,77 | 4,02% | 2 | 40,15 | 52,6 | Small |
| HTZ | Hertz Global Holdings, Inc. | Services | Rental & Leasing Services | USA | 244 | – | 9,95 | – | 6,73 | -20,20% | – | 15,39 | 4,06% | 2,7 | 17,59 | 22,88 | Small |
| IIVI | II-VI Incorporated | Technology | Scientific & Technical Instruments | USA | 1033 | 23,64 | 12,09 | – | 9,93 | 10,80% | 3,2 | 0,47 | 3,51% | 2,1 | 38,57 | 48,72 | Mid |
| JBL | Jabil Inc. | Technology | Printed Circuit Boards | USA | 334 | 14,48 | 7,88 | 1,20% | 3,27 | 4,20% | 1 | 1,33 | 2,12% | 2,5 | 28,09 | 31,56 | Mid |
| KLAC | KLA-Tencor Corporation | Technology | Semiconductor Equipment & Materials | USA | 1008 | 13,37 | 12,47 | 2,51% | 4,67 | 92,30% | 3 | 1,4 | 2,01% | 1,9 | 121,96 | 127,18 | Large |
| KMPR | Kemper Corporation | Financial | Property & Casualty Insurance | USA | 529 | 20,99 | 12,5 | 1,31% | 4,19 | 7,40% | – | 0,3 | 2,09% | 2,1 | 77,07 | 88,75 | Mid |
| KOS | Kosmos Energy Ltd. | Basic Materials | Independent Oil & Gas | USA | 603 | – | 12,82 | 2,89% | 7,21 | -10,90% | 1,3 | 2,25 | 3,90% | 1,7 | 6,43 | 9 | Mid |
| LPLA | LPL Financial Holdings Inc. | Financial | Investment Brokerage – National | USA | 707 | 14,34 | 9,32 | 1,44% | 1,76 | 44,30% | – | 2,77 | 2,28% | 2,1 | 71,96 | 84 | Mid |
| LX | LexinFintech Holdings Ltd. | Financial | Credit Services | China | 272 | 6,49 | 4,52 | – | 1,17 | 70,00% | 1,3 | 1,28 | 6,31% | 2,1 | 11,18 | 15,55 | Small |
| MDP | Meredith Corporation | Services | Publishing – Periodicals | USA | 228 | – | 7,13 | 4,16% | 23,38 | -11,90% | 1,2 | 2,88 | 2,15% | 2,5 | 55,89 | 60,2 | Mid |
| MED | Medifast, Inc. | Services | Specialty Retail, Other | USA | 773 | 27,64 | 15,73 | 2,35% | 6,63 | 51,00% | 2,4 | 0 | 3,56% | 1,3 | 130,68 | 222 | Small |
| MEET | The Meet Group, Inc. | Technology | Internet Information Providers | USA | 295 | 419,17 | 9,44 | – | 5,36 | 0,60% | 1,2 | 0,19 | 5,99% | 1,7 | 5,05 | 7,67 | Small |
| MEI | Methode Electronics, Inc. | Technology | Diversified Electronics | USA | 475 | 11,03 | 8,15 | 1,53% | 4,42 | 16,40% | 2,5 | 0,45 | 3,70% | 1,7 | 29 | 40,67 | Small |
| MERC | Mercer International Inc. | Consumer Goods | Paper & Paper Products | Canada | 165 | 6,91 | 4,69 | 3,70% | 2,64 | 22,60% | 4,1 | 1,86 | 2,96% | 1,7 | 13,86 | 22,83 | Small |
| MPAA | Motorcar Parts of America, Inc. | Consumer Goods | Auto Parts | USA | 376 | 162,67 | 8,89 | – | 23,69 | 1,50% | 1,3 | 0,38 | 3,75% | 2,5 | 19,01 | 29 | Small |
| MPC | Marathon Petroleum Corporation | Basic Materials | Oil & Gas Refining & Marketing | USA | 160 | 11,27 | 6,55 | 3,54% | 1,3 | 13,80% | 1,4 | 0,78 | 2,41% | 1,6 | 61,1 | 92,38 | Large |
| NTES | NetEase, Inc. | Technology | Internet Software & Services | China | 441 | 34,35 | 19,87 | 0,80% | 1,86 | 15,10% | 1,9 | 0,31 | 3,02% | 1,8 | 256,48 | 283,2 | Large |
| OMP | Oasis Midstream Partners LP | Basic Materials | Independent Oil & Gas | USA | 724 | 9,35 | 6,05 | 8,86% | 0,33 | 20,40% | 1 | 0 | 2,74% | 1,8 | 20,65 | 26,33 | Small |
| OUT | Outfront Media Inc. | Services | Marketing Services | USA | 1015 | 30,51 | 19,29 | 6,15% | 1,96 | 9,80% | 1,1 | 2,09 | 1,89% | 2,5 | 23,57 | 24,86 | Mid |
| PAGS | PagSeguro Digital Ltd. | Financial | Credit Services | Brazil | 762 | 40,12 | 19,74 | – | 6,95 | 15,70% | 2,3 | 0 | 3,76% | 2,5 | 30,26 | 30,4 | Mid |
| PAM | Pampa Energia S.A. | Utilities | Electric Utilities | Argentina | 309 | 15 | 14,98 | – | 2,06 | 41,00% | 1,3 | 1,59 | 5,48% | 1,9 | 27,38 | 49,75 | Mid |
| PARR | Par Pacific Holdings, Inc. | Basic Materials | Oil & Gas Refining & Marketing | USA | 231 | 20,98 | 7,04 | – | 4,72 | 8,00% | 1,2 | 0,78 | 2,65% | 1,8 | 17,99 | 23,2 | Small |
| PEB | Pebblebrook Hotel Trust | Financial | REIT – Hotel/Motel | USA | 892 | 105,65 | 33,15 | 3,67% | 7,77 | -0,20% | – | 0,73 | 2,20% | 2,2 | 31,23 | 35,65 | Mid |
| PENN | Penn National Gaming, Inc. | Services | Resorts & Casinos | USA | 272 | 19 | 9,84 | – | 3,74 | 47,00% | 0,9 | 13,08 | 3,16% | 2,1 | 20,55 | 30,91 | Mid |
| PFSI | PennyMac Financial Services, Inc. | Financial | Mortgage Investment | USA | 595 | 8,61 | 7,01 | – | 3,31 | 10,90% | – | 2,28 | 2,08% | 2,3 | 22,5 | 24,83 | Small |
| PLT | Plantronics, Inc. | Technology | Communication Equipment | USA | 116 | – | 7,17 | 1,30% | 5,03 | -18,40% | 1,5 | 2,34 | 3,28% | – | 47,01 | 87,5 | Small |
| PPDF | PPDAI Group Inc. | Financial | Credit Services | China | 270 | 3,28 | 3,59 | 5,03% | 1,51 | 49,10% | – | 0 | 6,85% | 2,4 | 3,89 | 6,33 | Small |
| PUMP | ProPetro Holding Corp. | Basic Materials | Oil & Gas Equipment & Services | USA | 253 | 11,26 | 8,04 | – | 8,48 | 30,50% | 1 | 0,09 | 3,84% | 1,8 | 22,97 | 25,5 | Small |
| QIWI | Qiwi plc | Financial | Credit Services | Cyprus | 121 | 18,24 | 7,08 | 5,84% | 1 | 15,10% | 1,3 | 0,7 | 2,76% | 2 | 14,41 | 23,48 | Small |
| R | Ryder System, Inc. | Services | Rental & Leasing Services | USA | 322 | 11,68 | 9,21 | 3,48% | 4,05 | 9,40% | 0,7 | 2,28 | 2,25% | 1,9 | 63,33 | 76,73 | Mid |
| RCM | R1 RCM Inc. | Technology | Healthcare Information Services | USA | 515 | – | 17,65 | – | 6,88 | N/A | 1 | 56,94 | 3,53% | 1,7 | 9,62 | 13,83 | Small |
| RM | Regional Management Corp. | Financial | Credit Services | USA | 543 | 8,34 | 6,12 | – | 16,49 | 13,40% | – | 2,37 | 2,88% | 2,3 | 24,55 | 34 | Small |
| SANM | Sanmina Corporation | Technology | Diversified Electronics | USA | 242 | 21,56 | 8,3 | – | 2,59 | 6,50% | 1,3 | 0,47 | 2,48% | 2,7 | 29,68 | 36,4 | Small |
| SAVE | Spirit Airlines, Inc. | Services | Major Airlines | USA | 90 | 23,31 | 7,57 | – | 2,16 | 8,60% | 1,6 | 1,13 | 3,23% | 1,9 | 53,06 | 76,38 | Mid |
| SC | Santander Consumer USA Holdings Inc. | Financial | Mortgage Investment | USA | 483 | 8,33 | 7,48 | 3,79% | 3,49 | 13,10% | – | 4,97 | 1,74% | 2,3 | 21,57 | 22,68 | Mid |
| SEAS | SeaWorld Entertainment, Inc. | Services | Sporting Activities | USA | 847 | 51,62 | 17,56 | – | 9,25 | 15,60% | 0,5 | 5,81 | 4,05% | 2,5 | 24,5 | 31,64 | Mid |
| SIM | Grupo Simec, S.A.B. de C.V. | Basic Materials | Steel & Iron | Mexico | 68 | 7,3 | 7,84 | – | 0,13 | 7,10% | 3,1 | 0 | 2,41% | – | 8,7 | 11,59 | Small |
| SIVB | SVB Financial Group | Financial | Regional – Pacific Banks | USA | 1017 | 12,28 | 9,77 | – | 2,3 | 20,40% | – | 0,14 | 2,69% | 1,8 | 230,67 | 290,05 | Large |
| SMBK | SmartFinancial, Inc. | Financial | Regional – Southeast Banks | USA | 417 | 13,2 | 8,8 | – | 7,94 | 7,30% | – | 0,14 | 2,17% | 2,4 | 19,28 | 21,8 | Small |
| SSNC | SS&C Technologies Holdings, Inc. | Technology | Business Software & Services | USA | 598 | 155,72 | 15,36 | 0,63% | 4,55 | 2,60% | 1,1 | 1,8 | 2,69% | 1,7 | 63,65 | 69,29 | Large |
| SXCP | SunCoke Energy Partners, L.P. | Basic Materials | Nonmetallic Mineral Mining | USA | 221 | 10,21 | 6,45 | 12,85% | 1,17 | 10,20% | 1,6 | 1,46 | 3,14% | 2,5 | 12,77 | 17,67 | Small |
| TEN | Tenneco Inc. | Consumer Goods | Auto Parts | USA | 169 | 11,32 | 3,47 | 4,51% | 2,15 | 5,60% | 1,4 | 3,18 | 4,34% | 2,9 | 23,09 | 31,33 | Mid |
| TGH | Textainer Group Holdings Limited | Services | Rental & Leasing Services | Bermuda | 241 | 11,02 | 6,28 | – | 5,15 | 4,20% | 1,4 | 2,82 | 3,50% | – | 9,9 | 13,25 | Small |
| THO | Thor Industries, Inc. | Consumer Goods | Recreational Vehicles | USA | 394 | 14,02 | 8,3 | 2,50% | 2,96 | 12,10% | 1,7 | 0 | 3,59% | 1,6 | 62,11 | 82,63 | Mid |
| TNK | Teekay Tankers Ltd. | Services | Shipping | Bermuda | 269 | – | 1,98 | 12,37% | 2,07 | -7,30% | 1 | 1,18 | 4,47% | 2,6 | 0,95 | 1,51 | Small |
| TOT | TOTAL S.A. | Basic Materials | Major Integrated Oil & Gas | France | 622 | 13,34 | 8,9 | 5,19% | 1,63 | 9,40% | 1,3 | 0,46 | 1,03% | 1,4 | 56,24 | 69,2 | Large |
| UAL | United Continental Holdings, Inc. | Services | Major Airlines | USA | 437 | 10,32 | 6,52 | – | 6,06 | 23,40% | 0,5 | 1,47 | 2,26% | 2,1 | 81,08 | 104 | Large |
| UIHC | United Insurance Holdings Corp. | Financial | Property & Casualty Insurance | USA | 263 | 2650 | 8,73 | 1,51% | 8,75 | 0,10% | – | 0,31 | 2,68% | 2,4 | 16,4 | 19,33 | Small |
| URI | United Rentals, Inc. | Services | Rental & Leasing Services | USA | 155 | 8,63 | 5,38 | – | 2,27 | 33,80% | 0,8 | 3,45 | 3,02% | 2 | 117,89 | 153,64 | Mid |
| VALE | Vale S.A. | Basic Materials | Industrial Metals & Minerals | Brazil | 264 | 10,14 | 6,82 | 3,73% | 1,43 | 15,90% | 1,7 | 0,35 | 2,92% | 2,6 | 13,59 | 14,24 | Large |
| VLRS | Controladora Vuela Compania de Aviacion, S.A.B. de C.V. | Services | Major Airlines | Mexico | 275 | – | 9,44 | – | 4,87 | 42,90% | 1,1 | 0,12 | 3,19% | 2,3 | 8,71 | 9,45 | Small |
| VST | Vistra Energy Corp. | Utilities | Electric Utilities | USA | 531 | – | 11,93 | 1,92% | 4,27 | -0,70% | 0,9 | 1,45 | 2,17% | 1,7 | 25,91 | 32,45 | Large |
| YNDX | Yandex N.V. | Technology | Internet Information Providers | Netherlands | 284 | 15,72 | 17,69 | – | 1,03 | 27,90% | 3,9 | 0 | 2,71% | 1,7 | 33,78 | 42,8 | Mid |
| YY | YY Inc. | Technology | Internet Information Providers | China | 240 | 21,86 | 10,33 | – | 1,35 | 10,20% | 4,3 | 0 | 4,62% | 1,8 | 87,72 | 93,23 | Mid |
| ZIXI | Zix Corporation | Technology | Application Software | USA | 550 | 23,89 | 14,96 | – | 1,85 | 30,00% | 0,8 | 0 | 4,57% | 1,7 | 6,82 | 11 | Small |