Feed / Theme
Confirmed

Telecom and Healthcare

8 names are moving together; 13% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
ALCAlcon Inc.Healthcare-3.1%Group member
TAT&T Inc.Communication Services-1.3%Group member
VZVerizon Communications Inc.Communication Services-0.6%Group member
TDICDreamland LimitedCommunication Services-10.2%Group member
KLACKLA CorporationTechnology+3.6%Group member
MPLXMPLX LPEnergy-1.3%Most structurally connected
STISolidion Technology, Inc.Industrials-0.1%Group member
SWXSouthwest Gas Holdings, Inc.Utilities+0.6%Group member

Why we believe this

Cohort

8 names

Participation

13% this session

Observed history

1 daily builds

Filing coverage

6/8 members

restructuring

Total goodwill at December 31, 2025 was $ 8,755 million, and no impairment was recorded as a result of our November 30, 2025 annual goodwill impairment analysis.

MPLX 10-K

credit / rates

The use of cash during the 2026 period was primarily driven by $1,143 million return of capital to unitholders as net debt borrowings were offset by net debt repayments.

MPLX 10-Q

capital investment / capacity affecting capex

Cash Flows Used in Investing Activities - Net cash used in investing activities increased $190 million in the first three months of 2026 compared to the same period of 2025, primarily due to higher capital spending and higher cash contributions to equity method investments to fund current growth capital projects, partially offset by the acquisition of Whiptail Midstream in the first quarter of 2025.

MPLX 10-Q

Telecom and Healthcare can stay leader-led if TDIC and the next software names fail to join while MPLX 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.