21 names are moving together; 81% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| CAT | Caterpillar, Inc. | Industrials | +0.7% | 1/10 observed active sessions |
| NPO | Enpro Inc. | Industrials | +0.2% | 5/10 observed active sessions |
| SPXC | SPX Technologies, Inc. | Industrials | +10.1% | 3/10 observed active sessions |
| WCC | WESCO International, Inc. | Industrials | +0.4% | 2/10 observed active sessions |
| RRX | Regal Rexnord Corporation | Industrials | +1.3% | 4/10 observed active sessions |
| TT | Trane Technologies plc | Industrials | +3.4% | 5/10 observed active sessions |
| BDC | Belden Inc | Technology | +6.0% | 6/10 observed active sessions |
| MTRN | Materion Corporation | Basic Materials | +1.1% | 4/10 observed active sessions |
| MOD | Modine Manufacturing Company | Consumer Cyclical | +3.6% | 3/10 observed active sessions |
| ATI | ATI Inc. | Industrials | +3.1% | 1/10 observed active sessions |
| CTRI | Centuri Holdings, Inc. | Utilities | +3.6% | 1/10 observed active sessions |
| RBC | RBC Bearings Incorporated | Industrials | -2.0% | 4/10 observed active sessions |
| FTAI | FTAI Aviation Ltd. | Industrials | +4.2% | Group member |
| GTX | Garrett Motion Inc. | Consumer Cyclical | +0.5% | Group member |
| HUBB | Hubbell Inc | Industrials | -0.2% | 1/10 observed active sessions |
| CRS | Carpenter Technology Corporatio | Industrials | +3.2% | 1/10 observed active sessions |
| ESE | ESCO Technologies Inc. | Technology | +1.2% | 1/10 observed active sessions |
| VMI | Valmont Industries, Inc. | Industrials | +1.1% | 1/10 observed active sessions |
| ATRO | Astronics Corporation | Industrials | +1.3% | 1/10 observed active sessions |
| SOLS | Solstice Advanced Materials Inc | Basic Materials | +4.9% | Group member |
| GVA | Granite Construction Incorporat | Industrials | +5.2% | Group member |
Cohort
21 namesParticipation
81% this sessionObserved history
13 daily buildsFiling coverage
21/21 memberscredit / rates affecting interest expense
“The decrease in interest expense between the periods was due to the reduction of the principal balance on the Term Loan and lower interest rates, partially offset by the impact of a $200.0 draw on the Revolving Credit Facility during the second quarter of fiscal 2026 to pay a portion of the VACCO acquisition purchase price.”
RBC 10-Q
demand / volume affecting revenue
“The increase in defense sales was driven by military aircraft and reflects continued growth in demand which is evident by our growing backlog.”
RBC 10-Q
capital investment / capacity affecting capex
“This increase in cash used was attributable to a $9.2 increase in capital expenditures.”
RBC 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
ATIsupplier · Not moving with the group now
Filing receipt · BA / ATI
“Our LTAs include a titanium products supply agreement for aircraft airframes and structural components with Boeing.”
ATI · supplier
CATsupplier · Current intraday read unavailable
Filing receipt · PW / CAT
“Backed by one of the largest independent global dealer networks and financing services through Cat Financial, the company’s primary business segments: Power & Energy, Co…”
CAT · supplier
RBCcustomer · Not moving with the group now
Filing receipt · LMT / RBC
“Our largest Aerospace & Defense customers include the DOD, Boeing, Airbus, Newport News Shipbuilding, Lockheed Martin, Northrop Grumman, Raytheon, Blue Origin and SpaceX…”
RBC · customer
CTRIcustomer · Not moving with the group now
Filing receipt · SWX / CTRI
“Revenue from Southwest Gas Corporation totaled $26.1 million for the current period compared to $28.7 million in the prior year period.”
CTRI · customer
NPOcustomer · Current intraday read unavailable
Filing receipt · AMAT / NPO
“Representative customers include leading global manufacturers of semiconductor manufacturing equipment, such as Applied Materials and ASML, as well as manufacturers of e…”
NPO · customer