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 utility stocks | Every S&P 500 stock classified in the sector “Utilities”, 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 = "Utilities") |
| Above the 200-day | S&P 500 stocks in the sector “Utilities” 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 = "Utilities" and close > sma200) |
| 1-month gains | S&P 500 stocks in the sector “Utilities” 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 = "Utilities" and perfM1Pct > 0) |
| Within 5% of 52-week high | S&P 500 stocks in the sector “Utilities” 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 = "Utilities" and hi52wFromHighPct >= -5) |
Define the cohort before comparing stocks
Utilities is a sector classification containing businesses with different generation, network and customer arrangements. Regulated and merchant activities can have different earnings drivers. A common classification does not establish identical rate-setting or financing exposure.
Ask a business-specific research question
Review the regulated business mix, investment program, financing and the relevant service territory. Capital spending can affect cash flow differently from accounting earnings. Compare similar operators before treating a broad utility trend as evidence about one company’s operating outlook.
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
An energy producer is a different sector member. A dividend-focused research question also needs a same-period payout and cash-flow review; the trend and high-proximity presets do not answer it.
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.
Related cohorts
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.