49 names are moving together; 63% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| VCTR | Victory Capital Holdings, Inc. | Financial Services | -0.3% | Group member |
| ADPT | Adaptive Biotechnologies Corpor | Healthcare | -0.3% | Group member |
| W | Wayfair Inc. | Consumer Cyclical | -3.1% | Group member |
| COF | Capital One Financial Corporati | Financial Services | +0.8% | Group member |
| NEU | NewMarket Corp | Basic Materials | -0.5% | Group member |
| WAT | Waters Corporation | Healthcare | -0.9% | Group member |
| EDHL | Everbright Digital Holding Limi | Communication Services | -9.1% | Group member |
| DBRG | DigitalBridge Group, Inc. | Financial Services | -0.4% | Most structurally connected |
| VCYT | Veracyte, Inc. | Healthcare | +0.9% | Group member |
| MGY | Magnolia Oil & Gas Corporation | Energy | +3.6% | Group member |
| CODX | Co-Diagnostics, Inc. | Healthcare | +0.4% | Group member |
| UAN | CVR Partners, LP | Basic Materials | +1.4% | Group member |
| CF | CF Industries Holdings, Inc. | Basic Materials | +3.5% | Group member |
| CVLG | Covenant Logistics Group, Inc. | Industrials | +1.0% | Group member |
| MRTN | Marten Transport, Ltd. | Industrials | +1.8% | Group member |
| EDIT | Editas Medicine, Inc. | Healthcare | -2.9% | Group member |
| BAM | Brookfield Asset Management Inc | Financial Services | -0.2% | Group member |
| UA | Under Armour, Inc. | Consumer Cyclical | -0.1% | Group member |
| VAC | Marriott Vacations Worldwide Co | Consumer Cyclical | -0.8% | Group member |
| MNRO | Monro, Inc. | Consumer Cyclical | -1.6% | Group member |
| WWW | Wolverine World Wide, Inc. | Consumer Cyclical | +1.8% | Group member |
| COLM | Columbia Sportswear Company | Consumer Cyclical | +1.2% | Group member |
| UAA | Under Armour, Inc. | Consumer Cyclical | -0.5% | Group member |
| MOBX | Mobix Labs, Inc. | Technology | +1.6% | Group member |
Cohort
49 namesParticipation
63% this sessionObserved history
1 daily buildsFiling coverage
44/49 memberscredit / rates affecting interest expense
“The increase reflects $1.9 million of interest expense in 2025 on a fund-level debt prior to its deconsolidation in the fourth quarter of 2025, partially offset by the full exchange/redemption of the remaining 5.75% exchangeable senior notes in April 2024 ($0.4 million) and lower unused fees following a reduction in the VFN borrowing capacity in June 2025 ($0.4 million).”
DBRG 10-K
demand / volume affecting revenue
“Cumulative catch-up adjustments on our longer-term contracts for changes in estimates were as follows: Three Months Ended (in thousands) November 29, 2025 November 30, 2024 Gross favorable adjustments $ 10,763 $ 9,739 Gross unfavorable adjustments (6,787) (3,938) Net adjustments $ 3,976 $ 5,801 Nine Months Ended (in thousands) November 29, 2025 November 30, 2024 Gross favorable adjustments $ 25,510 $ 20,111 Gross unfavorable adjustments (20,735) (7,206) Net adjustments $ 4,775 $ 12,905 29 Table of Contents Architectural Glass Comparison of Third Quarter Fiscal 2026 to Third Quarter Fiscal 2025 • Net sales were $70.9 million, compared to $70.2 million, primarily due to increased volume and favorable mix, partially offset by lower price driven by lower end-market demand.”
APOG 10-Q
restructuring affecting expense
“ept percentages) 2025 2024 $ % 2025 2024 Impairment of long-lived assets $ — $ 7,205 $ (7,205 ) (100)% 0 % 17 % The $7.2 million decrease in impairment of long-lived assets expenses was attributable to the impairment of certain long-lived assets and our decision to vacate certain leased space as a result of various restructuring activities in 2024.”
ADPT 10-Q
Healthcare Diagnostics & Research can stay leader-led if BAM and the next software names fail to join while DBRG keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.