10 names are moving together; 40% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| MTD | Mettler-Toledo International, I | Healthcare | -0.5% | 1/3 observed active sessions |
| CRL | Charles River Laboratories Inte | Healthcare | +0.0% | Group member |
| A | Agilent Technologies, Inc. | Healthcare | -1.1% | 1/3 observed active sessions |
| TMO | Thermo Fisher Scientific Inc | Healthcare | +0.0% | 1/3 observed active sessions |
| WAT | Waters Corporation | Healthcare | +0.4% | 1/3 observed active sessions |
| RVTY | Revvity, Inc. | Healthcare | +0.3% | 1/3 observed active sessions |
| SHC | Sotera Health Company | Healthcare | +1.8% | Group member |
| DHR | Danaher Corporation | Healthcare | -0.2% | 2/3 observed active sessions |
| RGEN | Repligen Corporation | Healthcare | +1.6% | 3/3 observed active sessions |
| BIO | Bio-Rad Laboratories, Inc. | Healthcare | -0.1% | 2/3 observed active sessions |
Cohort
10 namesParticipation
40% this sessionObserved history
6 daily buildsFiling coverage
10/10 membersdemand / volume affecting revenue
“Waters chemistry consumables sales growth was due to the continued demand in most major geographies driven by the uptake in columns and application-specific testing kits to pharmaceutical customers, partially offset by weaker demand in China and the negative impact from foreign currency translation, which decreased chemistry sales growth by 1% in 2024.”
WAT 10-K
restructuring affecting expense
“The decrease in 2024 is primarily driven by cost savings from the recent workforce reductions and the absence of costs incurred in the prior year relating to severance charges in connection with the 2023 workforce reduction and the Wyatt acquisition-related due diligence costs which were partially offset by an increase in annual incentive compensation expenses.”
WAT 10-K
credit / rates affecting interest expense
“As a result of entering into these agreements, the Company lowered net interest expense by approximately $4 million and $2 million in the first quarter of 2026 and 2025, respectively.”
WAT 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
Atext peer · Not moving with the group now
No filing excerpt is available for this relationship.
RVTYtext peer · Current intraday read unavailable
No filing excerpt is available for this relationship.
DHRpartner · Moving with the group now · 115 min observed
Filing receipt · BDX / DHR
“Michael Feld 45 Executive Vice President and President, Life Sciences since August 2024; President of Hach (Veralto Corporation) from September 2023 to August 2024; Seni…”
DHR · partner
TMOsupplier · Moving with the group now · 115 min observed
Filing receipt · SOLV / TMO
“On September 1, 2025, the company acquired, within the Life Sciences Solutions segment, our filtration and separation business, a leading provider of purification and fi…”
TMO · supplier
DHRpartner · Not moving with the group now
Filing receipt · VLTO / DHR
“In connection with the Separation, the Company entered into certain agreements with Danaher, including a tax matters agreement.”
DHR · partner