Saturday, July 2, 2022

Room A Thousand Years Wide: 284 Stocks Revisited

A thousand doors, a thousand lies
Rooms a thousand years wide
I walk in the cold sun and wind
All these years can not begin

One year ago, I made a list of stocks, from my other lists of stocks:

"I have completed the yearly effort to update the 'Short List' by combing through all 11 watchlists, looking for one particular characteristic: the stock must have consistently outperformed the market, across several historical time horizons.

The following 284 stocks made the cut. They may have questionable valuation/financials, or lack upside due to shear size, or participate in a boring business, or represent additional risks going forward; but if the point of investing in individual stocks is to beat the broader market, all of these stocks have a history of doing exactly just that...which may be the most fundamental characteristic of all."


One year later, it is time to review the results of my would-be superlist:
  • 32 of 284 stocks (11%) increased in value;
  • an additional 23 stocks (8%) outperformed the S&P 500;
  • an additional 45 stocks (16%) outperformed the NASDAQ Composite;
  • an additional 179 stocks (63%) decreased in value; and
  • the remaining 5 stocks no longer trade as independent companies.
Past performance is not indicative of future results, as they say.

See below for the full list results.


NAME

SYMBOL

CURRENT MKT CAP

1 YR. MKT CAP

% CHANGE

Quanta Services, Inc.

PWR

18.127B

12.308B

47.28%

BYD Company Limited

BYDDY

133.018B

95.661B

39.05%

Eli Lilly and Company

LLY

308.526B

221.986B

38.98%

SailPoint Technologies Holdings, Inc.

SAIL

5.948B

4.311B

37.97%

Palo Alto Networks, Inc.

PANW

50.985B

37.772B

34.98%

Axcelis Technologies, Inc.

ACLS

1.583B

1.189B

33.14%

ON Semiconductor Corporation

ON

20.352B

15.5B

31.30%

BJ's Wholesale Club Holdings, Inc.

BJ

8.602B

6.552B

31.29%

Li Auto Inc.

LI

36.372B

28.026B

29.78%

Seagen Inc.

SGEN

33.154B

26.127B

26.90%

ShockWave Medical, Inc.

SWAV

7.109B

5.737B

23.91%

SolarEdge Technologies, Inc.

SEDG

15.304B

12.537B

22.07%

Anthem, Inc.

ANTM

116.343B

96.986B

19.96%

Enphase Energy, Inc.

ENPH

26.428B

22.43B

17.82%

ServisFirst Bancshares, Inc.

SFBS

4.296B

3.647B

17.80%

S&P Global Inc.

SPGI

116.698B

99.135B

17.72%

SPS Commerce, Inc.

SPSC

4.023B

3.454B

16.47%

KKR & Co. Inc.

KKR

39.847B

34.22B

16.44%

JinkoSolar Holding Co., Ltd.

JKS

3.281B

2.873B

14.20%

Advanced Micro Devices, Inc.

AMD

119.383B

105.622B

13.03%

Tesla, Inc.

TSLA

706.6B

626.742B

12.74%

Tetra Tech, Inc.

TTEK

7.451B

6.708B

11.08%

Albemarle Corporation

ALB

24.026B

21.69B

10.77%

Inspire Medical Systems, Inc.

INSP

5.219B

4.741B

10.08%

Fortinet, Inc.

FTNT

46.047B

41.858B

10.01%

Synopsys, Inc.

SNPS

46.079B

42.367B

8.76%

Live Nation Entertainment, Inc.

LYV

18.943B

17.479B

8.38%

Cadence Design Systems, Inc.

CDNS

41.265B

38.275B

7.81%

Thermo Fisher Scientific Inc.

TMO

214.627B

202.205B

6.14%

Daqo New Energy Corp.

DQ

5.267B

5.06B

4.09%

Arista Networks, Inc.

ANET

28.705B

28.09B

2.19%

Walker & Dunlop, Inc.

WD

3.251B

3.194B

1.78%

Datadog, Inc.

DDOG

31.832B

31.911B

-0.25%

Colliers International Group Inc.

CIGI

4.74B

4.801B

-1.27%

Old Dominion Freight Line, Inc.

ODFL

29.587B

30.013B

-1.42%

Monolithic Power Systems, Inc.

MPWR

17.022B

17.364B

-1.97%

Morningstar, Inc.

MORN

10.237B

10.609B

-3.51%

Steel Dynamics, Inc.

STLD

12.497B

13.015B

-3.98%

MP Materials Corp.

MP

5.603B

5.884B

-4.78%

Paylocity Holding Corporation

PCTY

9.804B

10.339B

-5.17%

Danaher Corporation

DHR

187.622B

200.396B

-6.37%

HEICO Corporation

HEI

16B

17.201B

-6.98%

T-Mobile US, Inc.

TMUS

171.502B

184.959B

-7.28%

Darling Ingredients Inc.

DAR

10.114B

10.993B

-8.00%

The Descartes Systems Group Inc

DSGX

5.352B

5.819B

-8.03%

Edwards Lifesciences Corporation

EW

60.552B

66.105B

-8.40%

The Charles Schwab Corporation

SCHW

121.215B

133.082B

-8.92%

KLA Corporation

KLAC

42.272B

46.559B

-9.21%

Apple Inc.

AAPL

2.249T

2.478T

-9.24%

Lattice Semiconductor Corporation

LSCC

6.231B

7.042B

-11.52%

Fabrinet

FN

2.98B

3.368B

-11.52%

Waters Corporation

WAT

20.293B

22.969B

-11.65%

CBRE Group, Inc.

CBRE

24.74B

28.027B

-11.73%

ServiceNow, Inc.

NOW

97.095B

110.231B

-11.92%

Insulet Corporation

PODD

15.703B

17.838B

-11.97%

S&P 500

 

 

 

-12.37%

Teledyne Technologies Incorporated

TDY

17.783B

20.311B

-12.45%

Horizon Therapeutics Public Limited Company

HZNP

18.584B

21.304B

-12.77%

Inari Medical, Inc.

NARI

3.648B

4.186B

-12.85%

Stifel Financial Corp.

SF

5.968B

6.86B

-13.00%

CDW Corporation

CDW

21.213B

24.586B

-13.72%

Zoetis Inc.

ZTS

81.988B

95.067B

-13.76%

APi Group Corporation

APG

3.521B

4.094B

-14.00%

Deere & Company

DE

92.189B

107.963B

-14.61%

Repligen Corporation

RGEN

9.231B

10.822B

-14.70%

GFL Environmental Inc.

GFL

8.875B

10.413B

-14.77%

Keysight Technologies, Inc.

KEYS

24.5B

28.842B

-15.05%

MongoDB, Inc.

MDB

18.324B

21.623B

-15.26%

XPeng Inc.

XPEV

26.166B

30.936B

-15.42%

Power Integrations, Inc.

POWI

4.089B

4.849B

-15.67%

Nasdaq, Inc.

NDAQ

25.622B

30.423B

-15.78%

Manhattan Associates, Inc.

MANH

7.399B

8.882B

-16.70%

West Pharmaceutical Services, Inc.

WST

22.796B

27.459B

-16.98%

The Sherwin-Williams Company

SHW

61.191B

74.232B

-17.57%

Chipotle Mexican Grill, Inc.

CMG

36.541B

44.53B

-17.94%

Lowe's Companies, Inc.

LOW

113.356B

138.374B

-18.08%

Globant S.A.

GLOB

7.35B

8.996B

-18.30%

Syneos Health, Inc.

SYNH

7.341B

9.115B

-19.46%

Signature Bank

SBNY

11.586B

14.387B

-19.47%

AutoNation, Inc.

AN

6.696B

8.321B

-19.53%

Tradeweb Markets Inc.

TW

15.983B

19.895B

-19.66%

Intuit Inc.

INTU

109.533B

137.496B

-20.34%

Ubiquiti Inc.

UI

14.85B

18.69B

-20.55%

Copart, Inc.

CPRT

26.184B

33B

-20.65%

Sony Corporation

SONY

100.98B

127.91B

-21.05%

Mettler-Toledo International Inc.

MTD

26.351B

33.416B

-21.14%

Texas Instruments Incorporated

TXN

136.974B

173.863B

-21.22%

NetApp, Inc.

NTAP

13.886B

17.672B

-21.42%

Maravai LifeSciences Holdings, Inc.

MRVI

7.503B

9.595B

-21.80%

NVR, Inc.

NVR

13.714B

17.547B

-21.84%

LVMH Moët Hennessy - Louis Vuitton, Société Européenne

LVMHF

310.923B

398.635B

-22.00%

Morgan Stanley

MS

134.257B

172.346B

-22.10%

Graco Inc.

GGG

10.069B

12.947B

-22.23%

The Estée Lauder Companies Inc.

EL

91.667B

118.527B

-22.66%

NICE Ltd.

NICE

12.418B

16.064B

-22.70%

Domino's Pizza, Inc.

DPZ

14.548B

18.826B

-22.72%

Atlassian Corporation Plc

TEAM

50.066B

64.856B

-22.80%

Entegris, Inc.

ENTG

12.009B

15.579B

-22.92%

United Rentals, Inc.

URI

17.499B

22.778B

-23.18%

NVIDIA Corporation

NVDA

361.913B

472.639B

-23.43%

Pool Corporation

POOL

14.086B

18.453B

-23.67%

NASDAQ Composite

 

 

 

-24.06%

Fulgent Genetics, Inc.

FLGT

1.684B

2.223B

-24.25%

Seagate Technology Holdings plc

STX

14.844B

19.717B

-24.71%

First Republic Bank

FRC

26.482B

35.23B

-24.83%

Equifax Inc.

EFX

22.822B

30.511B

-25.20%

SVB Financial Group

SIVB

23.58B

31.542B

-25.24%

Hermès International Société en commandite par actions

HESAY

117.331B

157.646B

-25.57%

Mission Produce, Inc.

AVO

1.031B

1.387B

-25.67%

CrowdStrike Holdings, Inc.

CRWD

41.599B

56.295B

-26.11%

FedEx Corporation

FDX

57.955B

78.562B

-26.23%

MSCI Inc.

MSCI

33.947B

46.144B

-26.43%

Zscaler, Inc.

ZS

22.041B

30.043B

-26.64%

SiteOne Landscape Supply, Inc.

SITE

5.4B

7.38B

-26.83%

MasTec, Inc.

MTZ

5.48B

7.545B

-27.37%

Vir Biotechnology, Inc.

VIR

3.425B

4.717B

-27.39%

Moody's Corporation

MCO

50.721B

70.153B

-27.70%

BioCryst Pharmaceuticals, Inc.

BCRX

2.012B

2.808B

-28.35%

NXP Semiconductors N.V.

NXPI

38.358B

53.608B

-28.45%

Rapid7, Inc.

RPD

3.974B

5.564B

-28.58%

Trimble Inc.

TRMB

14.506B

20.313B

-28.59%

DexCom, Inc.

DXCM

30.47B

42.688B

-28.62%

Dynatrace, Inc.

DT

11.763B

16.514B

-28.77%

Carrier Global Corporation

CARR

30.537B

43.013B

-29.01%

Fair Isaac Corporation

FICO

10.587B

14.945B

-29.16%

II-VI Incorporated

IIVI

5.23B

7.384B

-29.17%

Bill.com Holdings, Inc.

BILL

11.854B

16.778B

-29.35%

FirstService Corporation

FSV

5.432B

7.709B

-29.54%

DICK'S Sporting Goods, Inc.

DKS

6.189B

8.83B

-29.91%

BlackRock, Inc.

BLK

93.432B

134.023B

-30.29%

Micron Technology, Inc.

MU

59.909B

86.593B

-30.82%

Avid Technology, Inc.

AVID

1.174B

1.728B

-32.06%

AudioCodes Ltd.

AUDC

0.718B

1.067B

-32.71%

Teradyne, Inc.

TER

13.745B

20.472B

-32.86%

Garmin Ltd.

GRMN

19.021B

28.651B

-33.61%

Veeva Systems Inc.

VEEV

31.606B

47.851B

-33.95%

Lululemon Athletica Inc.

LULU

33.619B

50.918B

-33.97%

Taiwan Semiconductor Manufacturing Company Limited

TSM

399.307B

609.52B

-34.49%

Williams-Sonoma, Inc.

WSM

7.757B

11.864B

-34.62%

Affiliated Managers Group, Inc.

AMG

4.556B

7.026B

-35.16%

Innovative Industrial Properties, Inc.

IIPR

3.131B

4.879B

-35.83%

BlackLine, Inc.

BL

4.034B

6.352B

-36.49%

Lam Research Corporation

LRCX

54.769B

87.103B

-37.12%

PennyMac Financial Services, Inc.

PFSI

2.483B

3.959B

-37.28%

PAR Technology Corporation

PAR

1.031B

1.644B

-37.29%

NIKE, Inc.

NKE

159.234B

255.465B

-37.67%

Floor & Decor Holdings, Inc.

FND

6.878B

11.143B

-38.28%

Applied Materials, Inc.

AMAT

75.05B

121.742B

-38.35%

Charter Communications, Inc.

CHTR

80.726B

132.996B

-39.30%

Vale S.A.

VALE

70.01B

115.404B

-39.33%

Five Below, Inc.

FIVE

6.27B

10.393B

-39.67%

Adobe Inc.

ADBE

172.449B

288.779B

-40.28%

Trupanion, Inc.

TRUP

2.484B

4.189B

-40.70%

The Trade Desk, Inc.

TTD

20.26B

34.251B

-40.85%

Pinduoduo Inc.

PDD

81.958B

138.789B

-40.95%

Axon Enterprise, Inc.

AXON

6.62B

11.23B

-41.05%

Adyen N.V.

ADYEY

45.928B

78.359B

-41.39%

HubSpot, Inc.

HUBS

14.983B

25.733B

-41.78%

Capital One Financial Corporation

COF

41.986B

72.396B

-42.01%

Charles River Laboratories International, Inc.

CRL

11.118B

19.204B

-42.11%

Trex Company, Inc.

TREX

6.373B

11.079B

-42.48%

ChargePoint Holdings, Inc.

CHPT

4.276B

7.453B

-42.63%

Shutterstock, Inc.

SSTK

2.079B

3.634B

-42.79%

Moderna, Inc.

MRNA

59.644B

104.267B

-42.80%

Zendesk, Inc.

ZEN

9.185B

16.123B

-43.03%

EPAM Systems, Inc.

EPAM

17.266B

30.366B

-43.14%

IAC/InterActiveCorp

IAC

6.897B

12.153B

-43.25%

T. Rowe Price Group, Inc.

TROW

26.21B

46.376B

-43.48%

LGI Homes, Inc.

LGIH

2.203B

3.907B

-43.61%

Zebra Technologies Corporation

ZBRA

15.719B

27.966B

-43.79%

Five9, Inc.

FIVN

6.589B

11.838B

-44.34%

Progyny, Inc.

PGNY

2.706B

4.884B

-44.59%

Sonos, Inc.

SONO

2.292B

4.147B

-44.73%

Fox Factory Holding Corp.

FOXF

3.5B

6.361B

-44.98%

XPEL, Inc.

XPEL

1.251B

2.325B

-46.19%

Twitter, Inc.

TWTR

29.215B

54.329B

-46.23%

IDEXX Laboratories, Inc.

IDXX

30.112B

56.065B

-46.29%

Sunrun Inc.

RUN

5.118B

9.607B

-46.73%

Elastic N.V.

ESTC

6.755B

12.737B

-46.97%

Target Corporation

TGT

66.021B

125.131B

-47.24%

Masimo Corporation

MASI

7.543B

14.63B

-48.44%

Generac Holdings Inc.

GNRC

13.884B

27.25B

-49.05%

Cognex Corporation

CGNX

7.552B

14.877B

-49.24%

Beam Therapeutics Inc.

BEAM

2.796B

5.601B

-50.08%

NIO Inc.

NIO

35.683B

71.571B

-50.14%

Avalara, Inc.

AVLR

6.277B

12.594B

-50.16%

Enthusiast Gaming Holdings Inc.

EGLX

0.297B

0.602B

-50.66%

Penn National Gaming, Inc.

PENN

5.248B

10.762B

-51.24%

Chewy, Inc.

CHWY

15.642B

32.191B

-51.41%

CRISPR Therapeutics AG

CRSP

4.941B

10.209B

-51.60%

InMode Ltd.

INMD

1.87B

3.914B

-52.22%

CarParts.com, Inc.

PRTS

0.393B

0.824B

-52.31%

Roblox Corporation

RBLX

20.803B

44.037B

-52.76%

Palantir Technologies Inc.

PLTR

18.972B

40.365B

-53.00%

Cloudflare, Inc.

NET

14.974B

31.892B

-53.05%

Skyworks Solutions, Inc.

SWKS

14.664B

31.447B

-53.37%

Upwork Inc.

UPWK

2.877B

6.181B

-53.45%

Match Group, Inc.

MTCH

20.417B

45.021B

-54.65%

Global-e Online Ltd.

GLBE

3.447B

7.708B

-55.28%

McAfee Corp.

MCFE

4.887B

10.975B

-55.47%

MercadoLibre, Inc.

MELI

33.247B

75.201B

-55.79%

Dell Technologies Inc.

DELL

31.607B

71.512B

-55.80%

Turtle Beach Corporation

HEAR

0.200B

0.453B

-55.85%

Etsy, Inc.

ETSY

10.145B

23.171B

-56.22%

Phreesia, Inc.

PHR

1.33B

3.191B

-58.32%

Okta, Inc.

OKTA

15.144B

36.361B

-58.35%

Burlington Stores, Inc.

BURL

9.118B

21.944B

-58.45%

Revolve Group, Inc.

RVLV

1.932B

4.659B

-58.53%

Unity Software Inc.

U

11.112B

27.034B

-58.90%

Intellia Therapeutics, Inc.

NTLA

4.097B

9.983B

-58.96%

NovoCure Limited

NVCR

7.666B

18.872B

-59.38%

Align Technology, Inc.

ALGN

19.492B

49.199B

-60.38%

Futu Holdings Limited

FUTU

7.754B

19.771B

-60.78%

eXp World Holdings, Inc.

EXPI

1.881B

4.833B

-61.08%

QuantumScape Corporation

QS

3.732B

9.613B

-61.18%

RH

RH

5.447B

14.043B

-61.21%

Freshpet, Inc.

FRPT

2.519B

6.639B

-62.06%

Pegasystems Inc.

PEGA

4.047B

10.677B

-62.10%

Twist Bioscience Corporation

TWST

2.086B

5.522B

-62.22%

DMC Global Inc.

BOOM

0.355B

0.960B

-63.02%

Castle Biosciences, Inc.

CSTL

0.591B

1.627B

-63.68%

BioLife Solutions, Inc.

BLFS

0.621B

1.767B

-64.86%

Square, Inc.

SQ

37.094B

107.085B

-65.36%

XPO Logistics, Inc.

XPO

5.538B

16.16B

-65.73%

Health Catalyst, Inc.

HCAT

0.834B

2.437B

-65.78%

The Boston Beer Company, Inc.

SAM

3.864B

11.437B

-66.21%

Fate Therapeutics, Inc.

FATE

2.429B

7.213B

-66.32%

Netflix, Inc.

NFLX

79.947B

240.746B

-66.79%

Stem, Inc.

STEM

1.103B

3.322B

-66.80%

Upstart Holdings, Inc.

UPST

2.782B

8.697B

-68.01%

Lightspeed POS Inc.

LSPD

3.392B

10.622B

-68.07%

Zillow Group, Inc.

ZG

8.302B

26.08B

-68.17%

Zoom Video Communications, Inc.

ZM

33.111B

105.133B

-68.51%

EHang Holdings Limited

EH

0.528B

1.689B

-68.74%

TPI Composites, Inc.

TPIC

0.463B

1.493B

-68.99%

Editas Medicine, Inc.

EDIT

0.864B

2.848B

-69.66%

Overstock.com, Inc.

OSTK

1.118B

3.713B

-69.89%

MicroVision, Inc.

MVIS

0.653B

2.173B

-69.95%

Digital Turbine, Inc.

APPS

1.691B

5.63B

-69.96%

Niu Technologies

NIU

0.656B

2.197B

-70.14%

CareDx, Inc

CDNA

1.193B

4.064B

-70.64%

DraftKings Inc.

DKNG

5.148B

18.006B

-71.41%

10x Genomics, Inc.

TXG

5.313B

18.671B

-71.54%

Danimer Scientific, Inc.

DNMR

0.477B

1.677B

-71.56%

The Lion Electric Company

LEV

0.809B

2.876B

-71.87%

Pinterest, Inc.

PINS

12.414B

44.599B

-72.17%

Sea Limited

SE

38.794B

140.984B

-72.48%

Camping World Holdings, Inc.

CWH

0.913B

3.342B

-72.68%

Mind Medicine (MindMed) Inc.

MNMD

0.255B

0.952B

-73.21%

NeoGames S.A.

NGMS

0.344B

1.317B

-73.88%

Yalla Group Limited

YALA

0.599B

2.343B

-74.43%

Teladoc Health, Inc.

TDOC

5.614B

22.593B

-75.15%

Cerence Inc.

CRNC

1.015B

4.097B

-75.23%

Twilio Inc.

TWLO

15.474B

63.253B

-75.54%

Reata Pharmaceuticals, Inc.

RETA

1.11B

4.667B

-76.22%

PayPal Holdings, Inc.

PYPL

82.684B

348.319B

-76.26%

Snap Inc.

SNAP

21.61B

95.042B

-77.26%

DocuSign, Inc.

DOCU

12.241B

53.971B

-77.32%

Semler Scientific, Inc.

SMLR

0.195B

0.862B

-77.38%

Shopify Inc.

SHOP

39.621B

179.099B

-77.88%

Ozon Holdings PLC

OZON

2.417B

11.246B

-78.51%

RingCentral, Inc.

RNG

5.241B

24.466B

-78.58%

Virgin Galactic Holdings, Inc.

SPCE

1.624B

7.644B

-78.75%

Roku, Inc.

ROKU

11.409B

53.754B

-78.78%

Riot Blockchain, Inc.

RIOT

0.574B

2.708B

-78.80%

Chegg, Inc.

CHGG

2.411B

11.563B

-79.15%

Cardlytics, Inc.

CDLX

0.769B

4.052B

-81.02%

Chicken Soup for the Soul Entertainment, Inc.

CSSE

0.108B

0.608B

-82.24%

Fiverr International Ltd.

FVRR

1.297B

7.52B

-82.75%

Redfin Corporation

RDFN

0.960B

5.764B

-83.34%

Porch Group, Inc.

PRCH

0.268B

1.66B

-83.86%

Carvana Co.

CVNA

3.884B

25.198B

-84.59%

Purple Innovation, Inc.

PRPL

0.254B

1.667B

-84.76%

Wayfair Inc.

W

4.261B

29.876B

-85.74%

StoneCo Ltd.

STNE

2.423B

18.02B

-86.55%

fuboTV Inc.

FUBO

0.457B

3.609B

-87.34%

GrowGeneration Corp.

GRWG

0.230B

2.341B

-90.18%

Peloton Interactive, Inc.

PTON

3.08B

33.167B

-90.71%

Stitch Fix, Inc.

SFIX

0.530B

5.875B

-90.98%

Skillz Inc.

SKLZ

0.516B

6.058B

-91.48%

Eos Energy Enterprises, Inc.

EOSE

0.070B

1B

-93.00%