16 names are moving together; 19% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| INSP | Inspire Medical Systems, Inc. | Healthcare | -4.3% | Group member |
| AMPH | Amphastar Pharmaceuticals, Inc. | Healthcare | -2.6% | 2/5 observed active sessions |
| AORT | Artivion, Inc. | Healthcare | -3.7% | 3/5 observed active sessions |
| VCEL | Vericel Corporation | Healthcare | -2.9% | 2/5 observed active sessions |
| ANIP | ANI Pharmaceuticals, Inc. | Healthcare | -0.7% | 2/5 observed active sessions |
| STE | STERIS plc (Ireland) | Healthcare | -3.8% | 4/5 observed active sessions |
| MDT | Medtronic plc. | Healthcare | -5.1% | Group member |
| SYK | Stryker Corporation | Healthcare | -6.1% | 1/5 observed active sessions |
| ZBH | Zimmer Biomet Holdings, Inc. | Healthcare | -3.2% | Group member |
| COO | The Cooper Companies, Inc. | Healthcare | -4.0% | 1/5 observed active sessions |
| BDX | Becton, Dickinson and Company | Healthcare | -2.0% | 1/5 observed active sessions |
| MMSI | Merit Medical Systems, Inc. | Healthcare | -3.2% | 3/5 observed active sessions |
| SNY | Sanofi | Healthcare | -1.9% | Group member |
| ABT | Abbott Laboratories | Healthcare | -3.4% | Group member |
| RMD | ResMed Inc. | Healthcare | -2.6% | 2/5 observed active sessions |
| IRTC | iRhythm Holdings, Inc. | Healthcare | -5.1% | 1/5 observed active sessions |
Cohort
16 namesParticipation
19% this sessionObserved history
6 daily buildsFiling coverage
15/16 memberscredit / rates affecting interest expense
“Interest Expense, net Interest expense, net increased by $19 million to $68 million in the first quarter of 2026 primarily due to interest on debt related to the acquisition of Exact Sciences, partially offset by interest income on bond proceeds and prior year debt repayments.”
ABT 10-Q
demand / volume affecting revenue
“The increase in total net sales in 2024, excluding the impact of foreign exchange, primarily reflects higher sales in the Medical Devices, Established Pharmaceutical Products, and Nutritional Products segments, partially offset by a decrease in demand for Abbott’s rapid diagnostic tests to detect COVID-19.”
ABT 10-K
product pipeline / R&D affecting expense
“We expense research and development costs as incurred. Research and development expenses increased primarily due to spending for our insulin, inhalation, and proprietary pipeline products.”
AMPH 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
BDXcustomer · Not moving with the group now
Filing receipt · EW / BDX
“We sold (i) our Critical Care product group (“Critical Care”) to Becton, Dickinson and Company (“BD”) in September 2024 and (ii) a business that was not focused on impla…”
BDX · customer
AORTsupplier · Moving with the group now · 115 min observed
Filing receipt · BAX / AORT
“We began to manufacture and supply PerClot ® hemostatic powder (“PerClot”) during the second quarter of 2023 (as part of our Transitional Manufacturing and Supply Agreem…”
AORT · supplier
ABTsupplier · Not moving with the group now
Filing receipt · PODD / ABT
“Further, we integrated Omnipod 5 with Dexcom’s G7 CGM sensor in Germany, Sweden, Denmark, Finland and Italy, and with Abbott’s FreeStyle Libre 2 Plus sensor in Australia.”
ABT · supplier
BDXcustomer · Not moving with the group now
Filing receipt · CAH / BDX
“Regulatory Matters Consent Decree with FDA Our U.S.”
BDX · customer
MDTsupplier · Not moving with the group now
Filing receipt · PMI / MDT
“SynCardia TAH with Freedom Driver Components The SynCardia Total Artificial Heart incorporates the SynHall Valves, derived from the predecessor MedHall valve design orig…”
MDT · supplier