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Confirmed

Insurance and Utilities

19 names are moving together; 42% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
ACTEnact Holdings, Inc.Financial Services+0.6%Most structurally connected
AMPHAmphastar Pharmaceuticals, Inc.Healthcare-2.6%Group member
AWRAmerican States Water CompanyUtilities+0.1%Group member
ESNTEssent Group Ltd.Financial Services+0.2%Group member
CWTCalifornia Water Service GroupUtilities+0.1%Group member
PBHPrestige Consumer Healthcare InHealthcare-3.5%Group member
BYAHPark Ha Biological Technology CConsumer Defensive-11.4%Group member
NMIHNMI Holdings IncFinancial Services+0.9%Group member
YUMYum! Brands, Inc.Consumer Cyclical-2.1%Group member
BRK-BBerkshire Hathaway Inc. NewFinancial Services-1.1%Group member
MCDMcDonald's CorporationConsumer Cyclical-1.3%Group member
ALOYREalloys Inc.Basic Materials-3.1%Group member
AAOIApplied Optoelectronics, Inc.Technology+12.2%Group member
INGRIngredion IncorporatedConsumer Defensive-1.3%Group member
HLNHaleon plcHealthcare-1.7%Group member
HSYThe Hershey CompanyConsumer Defensive-2.1%Group member
AXTIAXT IncTechnology+14.2%Group member
BRK-ABerkshire Hathaway Inc.Financial Services-1.1%Group member
HYLNHyliion Holdings Corp.Consumer Cyclical+6.3%Group member

Why we believe this

Cohort

19 names

Participation

42% this session

Observed history

1 daily builds

Filing coverage

17/19 members

credit / rates affecting interest expense

The increase was due to higher saving balances in the first quarter of 2026 . ​ Interest expense decreased by $0.1 million, or 7.6% , for the three months ended March 31, 2026 compared to the three months ended March 31, 2025.

AAOI 10-Q

demand / volume

The increases were due to the recovery in market demand for our products, which is being driven by the beginning of a major network upgrade project by a major North American MSO customer.

AAOI 10-Q

demand / volume affecting revenue

Backlog We generally make sales pursuant to short-term purchase orders without deposits and subject to rescheduling, revision or cancellation on short notice.

AAOI 10-K

Insurance and Utilities can stay leader-led if CWT and the next software names fail to join while ACT 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.