demand / volume affecting revenue
“The increase in core sales was due to solid demand for our convenience retail payment and enterprise productivity solutions, partially offset by lower demand for our car wash solutions.”
VNT 10-Q
Confirmed
Risk-Off Basket · VNT
44 names are moving together; 32% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| WNC | Wabash National Corporation | Industrials | +1.3% | Group member |
| DAN | Dana Incorporated | Consumer Cyclical | -0.3% | Group member |
| WSO | Watsco, Inc. | Industrials | +2.5% | Group member |
| PLOW | Douglas Dynamics, Inc. | Consumer Cyclical | -0.1% | Group member |
| GVA | Granite Construction Incorporat | Industrials | -3.0% | Group member |
| PVLA | Palvella Therapeutics, Inc. | Healthcare | +0.8% | Group member |
| ORKA | Oruka Therapeutics, Inc. | Healthcare | -2.8% | Group member |
| PLNT | Planet Fitness, Inc. | Consumer Cyclical | -1.7% | Group member |
| DBGI | Digital Brands Group, Inc. | Consumer Cyclical | -6.9% | Group member |
| NUE | Nucor Corporation | Basic Materials | +2.4% | Group member |
| EPAC | Enerpac Tool Group Corp. | Industrials | -0.9% | Group member |
| PH | Parker-Hannifin Corporation | Industrials | -1.0% | Group member |
| VSXY | Victorias Secret & Co. | Consumer Cyclical | +0.6% | Group member |
| SNDX | Syndax Pharmaceuticals, Inc. | Healthcare | -3.1% | Group member |
| KMT | Kennametal Inc. | Industrials | +0.3% | Group member |
| VIR | Vir Biotechnology, Inc. | Healthcare | -2.5% | Group member |
| TGTX | TG Therapeutics, Inc. | Healthcare | -3.7% | Group member |
| HWKN | Hawkins, Inc. | Basic Materials | -0.6% | Group member |
| RLMD | Relmada Therapeutics, Inc. | Healthcare | +0.6% | Group member |
| AIT | Applied Industrial Technologies | Industrials | -0.5% | Group member |
| GWW | W.W. Grainger, Inc. | Industrials | +1.1% | Group member |
| SRRK | Scholar Rock Holding Corporatio | Healthcare | -3.7% | Group member |
| VNT | Vontier Corporation | Technology | -0.3% | Most structurally connected |
| HAS | Hasbro, Inc. | Consumer Cyclical | +0.7% | Group member |
Why we believe this
Cohort
44 namesParticipation
32% this sessionObserved history
1 daily buildsFiling coverage
44/44 memberscredit / rates affecting interest expense
“INTEREST COSTS Interest expense, net was $13.7 million during the three months ended April 3, 2026, as compared to $15.1 million for the comparable period in 2025, a decrease of $1.4 million, driven by a decrease in variable interest rates on certain of our outstanding debt obligations and an increase in interest income between periods.”
VNT 10-Q
demand / volume
“nt and enterprise productivity solutions, partially offset by lower demand for our car wash solutions.”
VNT 10-Q
Risk-Off Basket can stay leader-led if AUPH and the next software names fail to join while VNT 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.