Short interest and earnings yield vs bonds are doing the heavy lifting. 6 of 10 have short interest as top driver. Model wants cheap cash flow with crowded shorts. Financials, Consumer Defensive, Util

Edison International ($EIX) univ 100, sec 100, +78.0%, conf 94. Earnings yield vs bonds ↑, illiquidity ↑, short interest ↓ — that's the odd one. The Allstate Corporation ($ALL) univ 99, sec 100, +76.0%, conf 94. Earnings yield vs bonds ↑, short interest ↑, fwd/trail P/E ↑. Financials leaning on cheap earnings. PG&E Corporation ($PCG) univ 99, sec 97, +73.7%, conf 92. Short interest ↑, earnings yield vs bonds ↑, 60d vol ↑. Solventum Corporation ($SOLV) univ 99, sec 100, +72.1%, conf 94. Earnings yield vs bonds ↑, short interest ↑, illiquidity ↑. Healthcare name riding the same factor. BNY ($BNY) univ 99, sec 99, +71.8%, conf 93. Short interest ↑, illiquidity ↑, 60d vol ↑. Dollar Tree, Inc. ($DLTR) univ 99, sec 97, +68.9%, conf 93. Earnings yield vs bonds ↑, short interest ↓, fwd/trail P/E ↑. Consumer Defensive but short interest is a drag here. Globe Life Inc. ($GL) univ 98, sec 97, +68.8%, conf 93. Short interest ↑, earnings yield vs bonds ↑, illiquidity ↑. Simon Property Group, Inc. (

Edison International ($EIX) univ 100, sec 100, +78.0%, conf 94. Earnings yield vs bonds ↑, illiquidity ↑, short interest ↓ — that's the odd one. The Allstate Corporation ($ALL) univ 99, sec 100, +76.0