Mingdom Alpha

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Book x Alpha

Folio book + Alpha ranksgen 2026-07-21 3:45 PM PDTas of 2026-07-21T22:35:4910 holdings

TickerSort alphabetically by ticker symbol.	WeightDelta-adjusted exposure as a percent of the selected book scope. Raw account values are not published.	CoreCore Rank score and rank.	RSMarket-only RS Rank score and rank. Book tickers in the Alpha universe are refreshed by update; outside-universe holdings show N/A.	DetailsOpen row details: weights, position mix, and technical momentum context.
SKHYOpen SKHY on Seeking Alpha in a new tab. SKHY book read Weight 13.3% · Market 13.3% · Beta 13.3% · Risk 13.3% · 1 positions Weight 13.3%Market 13.3%	13.3%	N/A	N/A	SKHY book read Weight 13.3% · Market 13.3% · Beta 13.3% · Risk 13.3% · 1 positions
DDOGDatadog, Inc.Sector: TechnologyIndustry: Software - ApplicationOpen DDOG on Seeking Alpha in a new tab. DDOG book read Weight 5.8% · Market 5.8% · Beta 5.8% · Risk 5.8% · 1 positions · Momentum 1M 14.3%, 3M 96.4%, volume 1.0x 20-day avg Weight 5.8%Market 5.8%	5.8%	10.6	98.2	DDOG book read Weight 5.8% · Market 5.8% · Beta 5.8% · Risk 5.8% · 1 positions · Momentum 1M 14.3%, 3M 96.4%, volume 1.0x 20-day avg
RELYOpen RELY on Seeking Alpha in a new tab. RELY book read Weight 5.5% · Market 5.5% · Beta 5.5% · Risk 5.5% · 1 positions Weight 5.5%Market 5.5%	5.5%	N/A	N/A	RELY book read Weight 5.5% · Market 5.5% · Beta 5.5% · Risk 5.5% · 1 positions
LYBLyondellBasell Industries N.V.Sector: Basic MaterialsIndustry: Chemicals - SpecialtyOpen LYB on Seeking Alpha in a new tab. LYB book read Weight 4.7% · Market 4.7% · Beta 4.7% · Risk 4.7% · 1 positions Weight 4.7%Market 4.7%	4.7%	30.3	51.6	LYB book read Weight 4.7% · Market 4.7% · Beta 4.7% · Risk 4.7% · 1 positions
NUENucor CorporationSector: Basic MaterialsIndustry: SteelOpen NUE on Seeking Alpha in a new tab. NUE book read Weight 4.5% · Market 4.5% · Beta 4.5% · Risk 4.5% · 1 positions Weight 4.5%Market 4.5%	4.5%	96.9	86.5	NUE book read Weight 4.5% · Market 4.5% · Beta 4.5% · Risk 4.5% · 1 positions
SEZLOpen SEZL on Seeking Alpha in a new tab. SEZL book read Weight 4.1% · Market 4.1% · Beta 4.1% · Risk 4.1% · 1 positions Weight 4.1%Market 4.1%	4.1%	N/A	N/A	SEZL book read Weight 4.1% · Market 4.1% · Beta 4.1% · Risk 4.1% · 1 positions
OKTAOkta, Inc.Sector: TechnologyIndustry: Software - InfrastructureOpen OKTA on Seeking Alpha in a new tab. OKTA book read Weight 3.8% · Market 3.8% · Beta 3.8% · Risk 3.8% · 1 positions · Momentum 1M 20.3%, 3M 87.1%, volume 1.2x 20-day avg Weight 3.8%Market 3.8%	3.8%	52.7	96.3	OKTA book read Weight 3.8% · Market 3.8% · Beta 3.8% · Risk 3.8% · 1 positions · Momentum 1M 20.3%, 3M 87.1%, volume 1.2x 20-day avg
LITELumentum Holdings Inc.Sector: TechnologyIndustry: Communication EquipmentOpen LITE on Seeking Alpha in a new tab. LITE book read Weight 3.2% · Market 3.2% · Beta 3.2% · Risk 3.2% · 1 positions Weight 3.2%Market 3.2%	3.2%	18.5	96.4	LITE book read Weight 3.2% · Market 3.2% · Beta 3.2% · Risk 3.2% · 1 positions
AMDAdvanced Micro Devices, Inc.Sector: TechnologyIndustry: SemiconductorsOpen AMD on Seeking Alpha in a new tab. AMD book read Weight 2.1% · Market 2.1% · Beta 2.1% · Risk 2.1% · 1 positions · Momentum 1M 1.3%, 3M 98.0%, volume 1.0x 20-day avg Weight 2.1%Market 2.1%	2.1%	22.9	98.5	AMD book read Weight 2.1% · Market 2.1% · Beta 2.1% · Risk 2.1% · 1 positions · Momentum 1M 1.3%, 3M 98.0%, volume 1.0x 20-day avg
LIMEOpen LIME on Seeking Alpha in a new tab. LIME book read Weight 0.0% · Market 0.0% · Beta 0.0% · Risk 0.0% · 1 positions Weight 0.0%Market 0.0%	0.0%	N/A	N/A	LIME book read Weight 0.0% · Market 0.0% · Beta 0.0% · Risk 0.0% · 1 positions