12 names are moving together; 58% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| EMR | Emerson Electric Company | Industrials | +0.1% | Group member |
| TKR | Timken Company (The) | Industrials | -0.2% | Group member |
| ROK | Rockwell Automation, Inc. | Industrials | -1.7% | Group member |
| GTES | Gates Industrial Corporation pl | Industrials | +1.3% | Group member |
| MGA | Magna International, Inc. | Consumer Cyclical | +2.7% | Group member |
| CX | Cemex, S.A.B. de C.V. Sponsored | Basic Materials | +2.0% | Most structurally connected |
| ATMU | Atmus Filtration Technologies I | Consumer Cyclical | -1.0% | Group member |
| GNTX | Gentex Corporation | Consumer Cyclical | +2.5% | Group member |
| SXI | Standex International Corporati | Industrials | -1.3% | Group member |
| TEL | TE Connectivity plc | Technology | +0.1% | Group member |
| AYI | Acuity Inc. | Industrials | +2.1% | Group member |
| DOO | BRP Inc. | Consumer Cyclical | +2.2% | Group member |
Cohort
12 namesParticipation
58% this sessionObserved history
1 daily buildsFiling coverage
9/12 membersrestructuring affecting expense
“The decrease was primarily driven by lower one-time separation and restructuring costs of $11.6 million, partially offset by increased people-related and consulting expenses and an increase in amortization of internal-use software.”
ATMU 10-K
tariffs / trade costs affecting expense
“Logistics costs increased during 2025, primarily due to the transition to a standalone distribution network as part of the Separation and the impact of tariffs.”
ATMU 10-K
demand / volume affecting revenue
“The increase in Net sales was mainly due to higher volumes of $51.9 million and favorable pricing impacts of $50.0 million, partially offset by unfavorable impacts of currency of $7.3 million.”
ATMU 10-K
Industrial Automation & Auto Parts can stay leader-led if GTES and the next software names fail to join while CX keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.