10 names are moving together; 70% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| DRS | Leonardo DRS, Inc. | Industrials | -1.8% | Group member |
| KRMN | Karman Holdings Inc. | Industrials | -9.7% | Group member |
| GGAL | Grupo Financiero Galicia S.A. | Financial Services | -4.4% | 2/2 observed active sessions |
| BMA | Banco Macro S.A. | Financial Services | -4.2% | 1/2 observed active sessions |
| SUPV | Grupo Supervielle S.A. | Financial Services | -2.7% | 2/2 observed active sessions |
| BBAR | Banco BBVA Argentina S.A. | Financial Services | -5.4% | 1/2 observed active sessions |
| TEO | Telecom Argentina SA | Communication Services | -0.2% | 2/2 observed active sessions |
| JMIA | Jumia Technologies AG | Consumer Cyclical | -3.9% | Most structurally connected |
| KTOS | Kratos Defense & Security Solut | Industrials | -2.4% | Group member |
| MRCY | Mercury Systems Inc | Industrials | -9.1% | 1/2 observed active sessions |
Cohort
10 namesParticipation
70% this sessionObserved history
8 daily buildsThis identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
MRCYcustomer · Not moving with the group now
Filing receipt · LMT / MRCY
“Our top customers include Airbus, BAE Systems, Boeing, General Atomics, General Dynamics, L3Harris Technologies, Leonardo, Lockheed Martin Corporation, Northrop Grumman…”
MRCY · customer
TEOsupplier · Not moving with the group now
Filing receipt · FRHC / TEO
“As of March 31, 2026, advances paid primarily included prepayments related to construction and installation services, as well as purchases of equipment under contracts e…”
TEO · supplier
MRCYcustomer · Not moving with the group now
Filing receipt · NOC / MRCY
“Our top customers include Airbus, BAE Systems, Boeing, General Atomics, General Dynamics, L3Harris Technologies, Leonardo, Lockheed Martin Corporation, Northrop Grumman…”
MRCY · customer
MRCYcustomer · Not moving with the group now
Filing receipt · GD / MRCY
“Our top customers include Airbus, BAE Systems, Boeing, General Atomics, General Dynamics, L3Harris Technologies, Leonardo, Lockheed Martin Corporation, Northrop Grumman…”
MRCY · customer
MRCYcustomer · Not moving with the group now
Filing receipt · BA / MRCY
“Our top customers include Airbus, BAE Systems, Boeing, General Atomics, General Dynamics, L3Harris Technologies, Leonardo, Lockheed Martin Corporation, Northrop Grumman…”
MRCY · customer