Propensions (en %)Hausse 27%Neutre 27%Baisse 45%

Rang Tech.	Indices	Actions USA	Cours	Synthèse Technique	Momentums		Accé- léra- tion	Tac- tique	ROBO Analyse	Secteurs	PER (X)	Rendt (%)	Croiss. BPA	Croiss. CFA	Croiss. BKV	Croiss. Ventes	Marge Nette	Rentab. Cap.Inv	Dettes ebitda
					Absolu	Relatif
97	NFLX	NetFlix	1 128	+++++	++	+++++	+		* *	Leisure	41.0 X	0.0%	++++	+++++	+++++	++++	++++	+++++	++
79	LLY	Eli Lilly	882.2	++++	++	+++++	+		* *	Pharma	37.6 X	0.6%	+++++	+++++	+++++	+++++	++++	+++++	++
75	SPOT	Spotify Technology	577.4	++++	++	++++	Neutre		*	Leisure	61.3 X	0.0%	+++++	+++++	+++++	++++	- -	++++	++++
53	KO	The Coca-Cola	72.50	+++	+	+++	Neutre		*	Food/Bev/Tob	23.2 X	2.9%	++	++	Neutre	- - -	++++	+++++	-
49	TRV	Travelers	264.5	+++	+	+++	Neutre		*	Insurance	14.4 X	1.5%	++++		Neutre	++++	Neutre	-	+++
48	TSLA	Tesla	291.6	+++	-	+++	+++			Autos+Parts	NS	0.0%	- - -	++++	++++	+++++	- -	+	+++++
42		Taux = + 25%		+++	+
41	MCD	McDonald	314.4	+++	+	+++	Neutre			Retail	23.3 X	8.7%	+		- - - - -	+	+++++	+++++	- - -
36		Taux = + 20%		++	+
31	V	Visa	341.6	++	+	++	Neutre		*	Financials	31.1 X	0.6%	+++	++++	-	++++	+++++	+++++	+++
29		Taux = + 15%		++	+
26	WM	Waste Mngmnt	228.5	++	+	++	Neutre			Water/Environ.	27.7 X	1.4%	+++	++	++	+++++	++	+++	- - - -
24	MA	Mastercard	540.0	+	Neutre	++	Neutre		*	Financials	34.2 X	0.5%	+++	++++	++++	++++	+++++	+++++	+++
23	JPM	JP Morgan Chase	244.6	+	Neutre	++	Neutre			Banks	16.7 X	1.5%	-		+++	Neutre	+++++	- -	Neutre
21		Taux = + 10%		+	Neutre
19	HON	Honeywell	211.7	+	Neutre	++	+			Electrical	23.5 X	1.9%	+++	+++	- - -	+	+++	++++	-
17	ELV	Elevance Health	413.8	+	+	+	-			Health Serv.	11.4 X	1.5%	+++++	- - -	++++	- -	- - - -	+++	- -
14	GS	The Goldman Sachs	550.0	+	-	+	+			Banks	17.7 X	1.6%	-		Neutre	- - - -	++++	- - - -	Neutre
12		Taux = + 5%		+	Neutre
10	SMCI	Super Micro Computer	36.00	+	Neutre	+	-			IT Services	11.2 X	0.0%	+++++		+++++	+++++	- - -	+++++	++++
9	MSFT	Microsoft	394.2	Neutre	-	+	+			IT Services	31.9 X	0.7%	++	++++	+++++	++++	+++++	+++	++++
7	VZ	Verizon	43.00	Neutre	Neutre	+	Neutre			Telco-Internet	8.9 X	6.7%	- -	- - -	-	- - -	+++	+	- - - -
6		Tx ESTER € j/j rate		Neutre	Neutre
4	JNJ	Johnson & John.	155.7	Neutre	Neutre	+	Neutre			Pharma	17.1 X	3.1%	- - - -	++++	+	- - -	++++	+++++	++++
4	RTX	RTX Corp	125.0	Neutre	Neutre	+	Neutre			Aero/Defense	36.0 X	1.8%	- - -	++++	- - - -	+++++	-	- -	- - -
0		Taux ZERO		Neutre	Neutre
-2	BLK	Blackrock	920.5	Neutre	-	Neutre	+			Financials	23.2 X	1.9%	++	+++++	Neutre	++++	+++++	+	+++
-3	AXP	American Express	266.4	Neutre	-	Neutre	+			Financials	21.0 X	0.9%	+		+++	+++	+++	+	Neutre
-4	ANET	Arista Networks	80.80	Neutre	- -	Neutre	++			IT Services	49.8 X	0.0%	++	++	+++++	+++++	+++++	+++++	+++++
-5	AMGN	Amgen	288.5	Neutre	Neutre	Neutre	-			Pharma	24.9 X	3.0%	- -	++++	+	+++++	++++	++++	- - -
-5	IFF	Intl Flavors & Fr.	77.70	Neutre	-	Neutre	+			Food/Bev/Tob	66.3 X	3.7%	- - - - -	- -	- - - - -	- - - -	- - -	- - - -	- - - -
-6	AVGO	Broadcom	191.2	Neutre	-	Neutre	+			IT Services	57.0 X	1.0%	++++	+++++	+++++	+++++	+++++	+++++	+
-6	MMM	3M	138.2	Neutre	Neutre	Neutre	Neutre			Manufacturing	22.3 X	2.4%	-	+++++	- - -	- - -	+++	++++	+
-7	CNC	Centene	59.30	Neutre	Neutre	Neutre	Neutre			Health Serv.	11.1 X	0.0%	+++	- - - - -	Neutre	- - - -	- - - - -	-	++
-8	PYPL	Paypal	66.40	Neutre	- -	Neutre	+			Financials	22.4 X	0.0%	Neutre	+++	-	++	++	+	++
-10		Taux = - 5%		Neutre	Neutre
-11	GLW	Corning	44.50	-	-	Neutre	+			Manufacturing	37.5 X	2.1%	- -	- -	- - - - -	- - - -	+	- -	- -
-13	HUM	Humana	259.8	-	-	Neutre	Neutre			Health Serv.	18.7 X	1.1%	- - - -	- - - - -	-	+	- - - - -	- -	-
-15	AAPL	Apple	211.7	-	-	-	+			IT Services	32.0 X	0.4%	++++	+++	Neutre	-	++++	+++++	+++
-16		Taux = - 10%		-	Neutre
-19	QCOM	Qualcomm	146.9	-	-	-	Neutre			Semicond.	19.3 X	1.9%	Neutre	++++	++++	+++	++++	+++++	+++
-19	PG	Procter Gamble	162.0	-	-	-	Neutre			Health Care	23.9 X	2.3%	+++	Neutre	+	-	+++	++++	+
-23	GOOGL	Alphabet	160.2	-	- -	-	+			IT Services	22.6 X	0.3%	+++	++++	+++++	++++	++++	+++++	++++
-23	HD	The Home Depot	359.5	-	-	-	Neutre			Retail	26.5 X	2.0%	-	Neutre	+++	- - -	+	+++	-
-23		Taux = - 15%		-	-
-25	MRK	Merck	84.50	- -	- -	-	+			Pharma	11.2 X	3.1%	++++	++++	+++	+	+++++	+++++	++
-26	CSCO	Cisco	57.40	- -	-	-	Neutre			Telco-Internet	26.6 X	2.6%	- - -	++++	+	-	++++	++++	++
-27	ORCL	Oracle	140.8	- -	- -	-	+			IT Services	37.2 X	0.9%	++++	++++	- - - - -	+++	++++	++++	- - -
-29	MEDP	Medpace Hldg	306.2	- -	- -	-	Neutre			Health Serv.	29.4 X	0.0%	+++++	+++++	+	++++	+++	+++++	++++
-29	PFE	Pfizer	23.70	- -	-	-	Neutre			Pharma	16.8 X	6.2%	- - - - -	- - -	- - -	- - - - -	+++	-	- - -
-31		Taux = - 20%		- -	-
-36	CRM	Salesforce	268.1	- -	- -	- -	+			IT Services	47.1 X	0.5%	++++	+++	++	+++	++++	+	++++
-38		Taux = - 25%		- -	-
-39	NVDA	NVIDIA	109.1	- -	- -	- -	+			Semicond.	28.3 X	0.0%	+++++	+++++	+++++	+++++	+++++	+++++	++++
-40	CAT	Caterpillar	307.3	- - -	- -	- -	Neutre			Machinery	18.0 X	1.3%	Neutre	Neutre	+++++	- - -	+++	+++++	- -
-42	META	Meta Platforms	554.1	- - -	- -	- -	Neutre			IT Services	27.2 X	0.0%	++	++++	+++++	++++	+++++	+++++	++++
-44	DIS	Walt Disney	91.10	- - -	- -	- - -	Neutre			Media Comm.	23.6 X	0.7%	- - -	- - -	-	Neutre	Neutre	- -	- -
-45	ACN	Accenture	299.1	- - -	- -	- - -	Neutre			Financials	30.2 X	1.3%	++	+++	+++	++	+	++++	+++
-47	AMZN	Amazon	187.5	- - -	- -	- - -	Neutre			IT Services	38.3 X	0.0%	++++	+++++	+++++	++++	Neutre	+++	++++
-74	SLB	Schlumberger	34.10	- - - -	- - -	- - - -	Neutre			Oil Services	11.4 X	2.7%	+++	++++	-	-	++	+++	+
-75	FDX	FedEx	210.2	- - - -	- - -	- - - -	Neutre			Transportation	13.3 X	1.9%	+++	+++	+	- - - -	- - -	+	- -
-79	NKE	NIKE	57.60	- - - -	- - -	- - - -	Neutre			Leisure	24.7 X	1.9%	- - -	- - -	- - -	- - - -	-	++++	+++
-93	UNH	UnitedHealth	408.2	- - - - -	- - -	- - - - -	-			Health Serv.	33.4 X	1.3%	- - - -	++++	+++	+++	- - -	+++	Neutre