Feed / Theme
Confirmed

Animal Health & Cybersecurity

11 names are moving together; 18% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
ZTSZoetis Inc.Healthcare+0.6%Group member
DDOGDatadog, Inc.Technology-2.4%Group member
PAHCPhibro Animal Health CorporatioHealthcare+2.1%Group member
MGEEMGE Energy Inc.Utilities-1.0%Group member
FTNTFortinet, Inc.Technology-1.4%Group member
INSMInsmed IncorporatedHealthcare-0.3%Group member
ADMAADMA Biologics IncHealthcare-2.0%Group member
UGIUGI CorporationUtilities-0.3%Group member
NPNeptune Insurance Holdings Inc.Financial Services-3.5%Group member
NTCTNetScout Systems, Inc.Technology-3.0%Most structurally connected
FWONALiberty Media Corporation - SerCommunication Services-0.7%Group member

Why we believe this

Cohort

11 names

Participation

18% this session

Observed history

1 daily builds

Filing coverage

11/11 members

credit / rates affecting interest expense

This decrease was partially offset by a $2.9 million decrease in interest expense and a $1.1 million increase in interest income during the six months ended September 30, 2025, when compared to the six months ended September 30, 2024.

NTCT 10-Q

demand / volume affecting revenue

Product revenue increased 3%, driven by increased service provider demand for cybersecurity offerings, as well as increased U.S.

NTCT 10-K

product pipeline / R&D affecting expense

31 The 5%, or $1.9 million, increase in research and development expenses for the three months ended December 31, 2025 compared to the same period last year was primarily due to an increase in employee-related variable incentive compensation, partially offset by $0.3 million decrease in depreciation expense.

NTCT 10-Q

Animal Health & Cybersecurity can stay leader-led if MGEE and the next software names fail to join while NTCT keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.