28 names are moving together; 75% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| KNSL | Kinsale Capital Group, Inc. | Financial Services | +1.3% | Group member |
| MRSH | Marsh | Financial Services | +1.9% | Group member |
| SCI | Service Corporation Internation | Consumer Cyclical | +2.8% | Group member |
| JJSF | J & J Snack Foods Corp. | Consumer Defensive | +0.1% | Group member |
| FN | Fabrinet | Technology | +0.9% | Group member |
| SBAC | SBA Communications Corporation | Real Estate | -1.6% | Group member |
| PLMR | Palomar Holdings, Inc. | Financial Services | +2.5% | Group member |
| BWIN | The Baldwin Insurance Group, In | Financial Services | +3.1% | Group member |
| LOPE | Grand Canyon Education, Inc. | Consumer Defensive | +1.6% | Group member |
| RYAN | Ryan Specialty Holdings, Inc. | Financial Services | +3.3% | Group member |
| FCN | FTI Consulting, Inc. | Industrials | +3.1% | Group member |
| FIGS | FIGS, Inc. | Consumer Cyclical | -0.4% | Group member |
| GXAI | Gaxos.ai Inc. | Communication Services | +0.9% | Group member |
| OMER | Omeros Corporation | Healthcare | -2.6% | Group member |
| SBEV | Splash Beverage Group, Inc. (NV | Consumer Defensive | -11.6% | Group member |
| WBI | WaterBridge Infrastructure LLC | Energy | +3.2% | Group member |
| WKC | World Kinect Corporation | Energy | +1.8% | Group member |
| AESI | Atlas Energy Solutions Inc. | Energy | +2.6% | Group member |
| AMT | American Tower Corporation (REI | Real Estate | +0.6% | Group member |
| BKR | Baker Hughes Company | Energy | +0.2% | Group member |
| TS | Tenaris S.A. | Energy | +0.5% | Group member |
| BRO | Brown & Brown, Inc. | Financial Services | +2.3% | Group member |
| ICE | Intercontinental Exchange Inc. | Financial Services | +1.9% | Group member |
| MOH | Molina Healthcare Inc | Healthcare | +4.3% | Most structurally connected |
Cohort
28 namesParticipation
75% this sessionObserved history
1 daily buildsFiling coverage
27/28 membersrestructuring affecting expense
“Such expenses could include, but would not be limited to, goodwill and intangible asset impairment charges, restructuring costs, additional medical costs incurred due to the inability to leverage long-term relationships with medical providers, and costs incurred to finish the run out of businesses that have ceased to generate revenue, all of which could materially reduce our premium revenues and net income.”
MOH 10-K
credit / rates affecting interest expense
“The unaudited pro forma information for all periods presented includes the following adjustments, where applicable, for business combination accounting effects resulting from the Moser Acquisition: (i) additional amortization expense related to finite-lived intangible assets acquired, (ii) additional interest expense related to financing for the acquisition, (iii) depreciation expense on property, plant and equipment, and (iv) the related tax effects assuming that the acquisition occurred on January 1, 2024.”
AESI 10-Q
demand / volume
“The landscape of the mobile power industry is evolving rapidly, driven by increased demand from numerous end-markets, including those in the data center and energy businesses.”
AESI 10-K
Insurance and Risk Management can stay leader-led if ARX and the next software names fail to join while MOH keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.