Presets and rules
Each preset is the exact CleverScan rule this page runs on the latest published daily session. S&P 500 stocks: Stocks on the S&P 500 reference list captured with the published dataset.
| Preset | What it selects | Rule |
|---|---|---|
| All industrial stocks | Every S&P 500 stock classified in the sector “Industrials”, ordered by market capitalization. Values come from the latest published daily session. Rows are ordered by market cap (highest first). | securityType = "Stock" and indexMembership contains "SP500" and (sector = "Industrials") |
| Above the 200-day | S&P 500 stocks in the sector “Industrials” whose close is above the 200-session simple moving average. Rows are ordered by vs sma 200 (highest first). | securityType = "Stock" and indexMembership contains "SP500" and (sector = "Industrials" and close > sma200) |
| 1-month gains | S&P 500 stocks in the sector “Industrials” whose close is above the close 21 sessions earlier, ranked from the largest gain. Rows are ordered by 1m % (highest first). | securityType = "Stock" and indexMembership contains "SP500" and (sector = "Industrials" and perfM1Pct > 0) |
| Within 5% of 52-week high | S&P 500 stocks in the sector “Industrials” whose close is within 5% of the highest high of the last 252 sessions. Rows are ordered by vs 52-week high (highest first). | securityType = "Stock" and indexMembership contains "SP500" and (sector = "Industrials" and hi52wFromHighPct >= -5) |
Define the cohort before comparing stocks
Industrials is a sector containing several production and service industries. Capital equipment, aerospace and transportation businesses have different order cycles, contract structures and cost bases. This broad screen preserves those differences rather than giving them one industry label.
Ask a business-specific research question
Review order intake, backlog, utilization and the service component where those concepts apply to the business. A long-term equipment order and a short-cycle shipment tell different stories. Compare the chart with a closer industry group before studying the issuer’s reported results.
The four presets answer different questions
The default ranks classified members by company market capitalization. Above the 200-day selects close above SMA 200. One-month gains requires positive price change from 21 trading sessions earlier. Near the 52-week high selects closes within 5% of the highest high over 252 sessions. Each rule prints its classification and conditions in full.
| Observation | Interpretation |
|---|---|
| Close 105, SMA 200 of 100 | Above the average; this is a state, not a crossover. |
| Close 105, close 21 sessions earlier of 100 | One-month price performance is +5%. |
| Close 95, 252-session high of 100 | Distance from the high is −5%, included at the boundary. |
| Large company, negative one-month performance | It can lead the capitalization ranking while failing the gains preset. |
Preserve sector and industry distinctions
A materials producer supplies inputs, while an industrial business may transform or use them. Selling into an energy or consumer market does not automatically assign the supplier to that customer’s sector.
Review the session and the full comparison
Membership is the classification captured with the published reference population. It is not a reconstruction of a historical index. All preset rows use the same recorded session, and sorting applies to the full matching population before the display limit. A displayed subset is not a sector index or a cohort-average return.
Use the retained Sector Heatmap · S&P 500 for broader market context. Company-by-company rankings and a weighted sector index answer different questions. Keep a record of the cohort and date when comparing the same screen over time.
A screen lists stocks whose published values meet a rule. It is a starting point for research, not a recommendation. Read the data and methodology notes for how sessions and calculations are defined.