The scan is leaning on earnings yield vs bonds—top driver in 5 of 10, present in 9 of 10—plus short-interest squeezes. 3 utilities, 2 financials, 1 healthcare, four one-offs. Conviction 93–97, 6m retu

$EIX Edison International +18.8% conf 97, top utilities. Cheap vs bonds, illiquidity helps, but short interest is a drag. $ALL The Allstate Corporation +18.0% conf 97, top financials. Same cheap vs bonds, but short interest is a positive driver—rare. $PCG PG&E Corporation +16.9% conf 95. Short interest leads, not just rate trade. $SOLV Solventum Corporation +16.6% conf 97, top healthcare. Earnings yield vs bonds leads, illiquidity and short interest help. $EME EMCOR Group, Inc. +15.1% conf 97, top industrials. Short interest squeeze, cheap vs bonds, vol instability. $GL Globe Life Inc. +15.1% conf 96, financials. Cheap vs bonds, short interest, illiquidity. Same rate spine, different sectors. $AMZN Amazon.com, Inc. +14.8% conf 97, top consumer cyclical. Different: short interest leads, but illiquidity is a negative driver. $GOOGL Alphabet Inc. +14.0% conf 97, top communication services. Short interest plus cheap vs bonds; illiquidity also a drag. Mega-cap liquid names that don’t get

$EIX Edison International +18.8% conf 97, top utilities. Cheap vs bonds, illiquidity helps, but short interest is a drag. $ALL The Allstate Corporation +18.0% conf 97, top financials. Same cheap vs bonds, but short interest is a positive driver—rare. $PCG PG&E Corporation +16.9% conf 95. Short interest leads, not just rate trade.