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Confirmed

Asset Management & Healthcare

16 names are moving together; 25% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
TRINTrinity Capital Inc.Financial Services+0.9%Group member
BURBurford Capital LimitedFinancial Services-1.4%Group member
TPGTPG Inc.Financial Services-0.0%Group member
CALCaleres, Inc.Consumer Cyclical+2.4%Group member
CABACabaletta Bio, Inc.Healthcare-4.5%Group member
BLSHBullishTechnology-2.3%Group member
AVTRAvantor, Inc.Healthcare-1.1%Group member
BBBYBed Bath & Beyond, Inc.-4.8%Group member
BBWBuild-A-Bear Workshop, Inc.Consumer Cyclical+10.4%Most structurally connected
PACBPacific Biosciences of CalifornHealthcare-2.8%Group member
IVRINVESCO MORTGAGE CAPITAL INCReal Estate-0.4%Group member
MRNAModerna, Inc.Healthcare-10.8%Group member
KTOSKratos Defense & Security SolutIndustrials-1.4%Group member
IMOImperial Oil LimitedEnergy+0.5%Group member
HLNEHamilton Lane IncorporatedFinancial Services+0.5%Group member
AMZNAmazon.com, Inc.Consumer Cyclical-0.7%Group member

Why we believe this

Cohort

16 names

Participation

25% this session

Observed history

1 daily builds

Filing coverage

15/16 members

credit / rates affecting interest expense

Net income (in millions) Three months ended March 31, Change 2026 2025 Operating income $ 99.5 $ 147.4 $ (47.9) Interest expense, net (42.9) (42.2) (0.7) Loss on extinguishment of debt (0.6) — (0.6) Other expense, net (0.5) (19.5) 19.0 Income tax expense (12.2) (21.2) 9.0 Net income $ 43.3 $ 64.5 $ (21.2) Three months ended Net income for the three months ended March 31, 2026 decreased primarily due to lower operating income, as previously discussed, partially offset by the absence of pension termination charges incurred in the prior year and lower income tax expense from reduced taxable income.

AVTR 10-Q

restructuring affecting expense

The increase in sales and marketing costs in Q3 2025, compared to the comparable prior year period, is primarily due to severance costs and increased advertising expenses.

AMZN 10-Q

credit / rates

We have a $ 15.0 billion unsecured revolving credit facility with a syndicate of lenders (the “Credit Agreement”), with a term that extends to November 2028 and may be extended for one or more additional one-year terms subject to approval by the lenders.

AMZN 10-K

Asset Management & Healthcare can stay leader-led if BLSH and the next software names fail to join while BBW 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.