What changed
1. Fiserv, Inc. ($FISV) · Technology · univ 100% · sec 100% · +15.8% · conf 94
2. McCormick & Company, Incorporated ($MKC) · Consumer Defensive · univ 100% · sec 100% · +13.5% · conf 94
3. PG&E Corporation ($PCG) · Utilities · univ 100% · sec 100% · +12.7% · conf 94
4. EMCOR Group, Inc. ($EME) · Industrials · univ 99% · sec 100% · +12.5% · conf 94
5. Edison International ($EIX) · Utilities · univ 99% · sec 97% · +12.4% · conf 92
6. Globe Life Inc. ($GL) · Financial Services · univ 99% · sec 100% · +12.4% · conf 94
7. The Allstate Corporation ($ALL) · Financial Services · univ 99% · sec 99% · +12.2% · conf 93
8. Solventum Corporation ($SOLV) · Healthcare · univ 99% · sec 100% · +12.2% · conf 94
9. $BNY · Financial Services · univ 98% · sec 97% · +11.9% · conf 93
10. Lennar Corporation ($LEN) · Consumer Cyclical · univ 98% · sec 100% · +11.3% · conf 94
So-what: conviction screen — watch whether drivers persist.