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- Updating our list of 5 Super and 5 Sleeper Grannies
- SMID Grannies August Quarterly rebalance today
- Updating 5 Super and 5 Sleeper SMID Grannies
- Chartbook linked below
- See below for SMID Grannies adds and deletes
To download the slide deck for our Market Update Webinar, please click HERE.
SUPER GRANNIES: 5 Super and 5 Sleeper
Back by popular demand, we are re-introducing our “Super Grannies” (most timely) and “Sleeper Grannies” large-cap stock ideas.
- The rationale is many clients ask us to narrow our recommendations down to a list of “fresh money” ideas.
- We established a criteria of 4 factors to narrow the list to tactical buys:
– fundamentals using DQM model managed by “tireless Ken”
– IBD momentum rating
– technical strength measured by Price >20 DMA, 20 DMA vs 200 DMA and combos
– Mark Newton’s judgement on technical outlook
- We have 5 tactical buys aka “Super Grannies”
– NVIDIA Corp (NVDA 1.70% )
– Arista Networks Inc (ANET 0.48% ) <– carry over
– Goldman Sachs Group (GS -1.81% ) <– carry over
– Advanced Micro Devices Inc (AMD -0.19% )
– Meta Platforms Inc (META -0.07% ) <– carry over - The bottom 5 “Sleeper Grannies” are:
– CrowdStrike Holdings Inc (CRWD 1.50% )
– Palo Alto Networks Inc (PANW 0.25% )
– Tesla Inc (TSLA 0.48% )
– Costco Wholesale Corp (COST -0.23% )
– Willis Towers Watson PLC (WTW -0.67% )
REBALANCE SMID GRANNIES: +18 adds, (-13 deletes). YTD outperformance +351 bps
Last December, we maintained Small-caps as one of our #1 recommendations in our 2025 year-ahead outlook. We also created the SMID Granny portfolio strategy last year as many of our clients asked us for our Top SMID stock picks.
- We believe the SMID Grannies could benefit from the multiple themes and secular tailwinds
- SMID Grannies were selected from a universe consisting of 2,194 small and mid-cap stocks.
- From the SMID Granny portfolio, we employed the same framework mentioned above to identify the 5 most timely ideas and 5 least timely ideas within the SMID Granny portfolio.
18 rebalance additions are:
- Discretionary: CHWY 0.21% , WRBY -1.10% , RSI -0.63%
- Industrials: MLI -0.21% , BWXT 0.07% , KTOS 1.13% , FIX 1.35%
- Technology: ZETA -1.13% , MDB 0.07% , ACLS -0.63%
- Comm Services: RDDT 1.97%
- Financials: AFRM -3.47% , TREE -3.10% , GCMG N/A% , ATLC 0.08%
- Real Estate: JLL 0.23%
- Healthcare: PODD 0.01% , DOCS -0.20%
13 rebalance deletions are:
- Discretionary: FTDR -0.72%
- Industrials: ENS -0.04% , ESE 1.65%
- Technology: OKTA 0.21% , OSPN 0.96% , AVPT 0.15% , TWLO 1.10% , ZS -2.97%
- Financials: SNEX 0.79% , SKWD -0.10% , OPFI 1.65% , AX -0.91%
- Staples: SFM -0.16%


SUPER SMID GRANNIES: 5 Super and 5 Sleeper
“Super SMID Grannies” (long) and “Sleeper SMID Grannies” are derived from our SMID stock list of 50 ideas called “SMID Granny Shots”
- We have 5 tactical buys aka “Super SMID Grannies”
– EMCOR Group Inc (EME 0.15% ) <– carry over
– Kratos Defense & Security (KTOS 1.13% )
– Robinhood Markets Inc (HOOD 0.28% ) <– carry over
– Stride Inc (LRN -1.35% )
– Reddit Inc (RDDT 1.97% ) - The bottom 5 “Sleeper SMID Grannies” are:
– Semler Scientific Inc (SMLR 3.22% )
– Dutch Bros Inc (BROS -3.00% ) <– carry over
– MongoDB Inc (MDB 0.07% )
– IonQ Inc (IONQ 4.63% )
– Strategy Inc (MSTR -4.27% )







Key Incoming Data August:
8/1 8:30 AM ET: Jul Non-farm PayrollsMixed8/1 9:45 AM ET: Jul F S&P Global Manufacturing PMITame8/1 10:00 AM ET: Jul F U. Mich. 1yr Inf ExpTame8/1 10:00 AM ET: Jul ISM Manufacturing PMITame8/4 10:00 AM ET: Jun F Durable Goods Orders MoMTame8/5 8:30 AM ET: Jun Trade BalanceTame8/5 9:45 AM ET: Jul F S&P Global Services PMITame8/5 10:00 AM ET: Jul ISM Services PMITame8/7 8:30 AM ET: 2Q P Unit Labor CostsTame8/7 8:30 AM ET: 2Q P Nonfarm Productivity QoQTame8/7 9:00 AM ET: Jul F Manheim Used Vehicle IndexTame8/7 11:00 AM ET: Jul NYFed 1yr Inf ExpTame8/12 6:00 AM ET: Jul Small Business Optimism SurveyTame8/12 8:30 AM ET: Jul Core CPI MoMTame8/14 8:30 AM ET: Jul Core PPI MoMHot8/15 8:30 AM ET: Aug Empire Manufacturing SurveyTame8/15 8:30 AM ET: Jul Retail SalesTame8/15 10:00 AM ET: Aug P U. Mich. 1yr Inf ExpMixed8/15 4:00 PM ET: Jun Net TIC FlowsTame- 8/18 10:00 AM ET: Aug NAHB Housing Market Index
- 8/19 9:00 AM ET: Aug M Manheim Used Vehicle Index
- 8/20 2:00 PM ET: Jul FOMC Meeting Minutes
- 8/21 8:30 AM ET: Aug Philly Fed Business Outlook
- 8/21 9:45 AM ET: Aug P S&P Global Services PMI
- 8/21 9:45 AM ET: Aug P S&P Global Manufacturing PMI
- 8/21 10:00 AM ET: Jul Existing Home Sales
- 8/25 8:30 AM ET: Jul Chicago Fed Nat Activity Index
- 8/25 10:00 AM ET: Jul New Home Sales
- 8/25 10:30 AM ET: Aug Dallas Fed Manuf. Activity Survey
- 8/26 8:30 AM ET: Jul P Durable Goods Orders MoM
- 8/26 9:00 AM ET: Jun S&P CS home price 20-City MoM
- 8/26 10:00 AM ET: Aug Conference Board Consumer Confidence
- 8/26 10:00 AM ET: Aug Richmond Fed Manufacturing Survey
- 8/28 8:30 AM ET: 2Q S GDP QoQ
- 8/28 11:00 AM ET: Aug Kansas City Fed Manufacturing Survey
- 8/29 8:30 AM ET: Jul Core PCE MoM
- 8/29 10:00 AM ET: Aug F U. Mich. 1yr Inf Exp
Economic Data Performance Tracker 2025:

Economic Data Performance Tracker 2024:

Economic Data Performance Tracker 2023:
