43 names are moving together; 72% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| RGA | Reinsurance Group of America, I | Financial Services | +2.9% | Group member |
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | +0.7% | Group member |
| HLN | Haleon plc | Healthcare | +1.0% | Group member |
| GLPI | Gaming and Leisure Properties, | Real Estate | +2.0% | Group member |
| KVUE | Kenvue Inc. | Consumer Defensive | -1.1% | Group member |
| SEIC | SEI Investments Company | Financial Services | +0.8% | Group member |
| HTO | H2O America | Utilities | +1.6% | Group member |
| ACT | Enact Holdings, Inc. | Financial Services | +1.4% | Group member |
| GNL | Global Net Lease, Inc. | Real Estate | -2.8% | Group member |
| SENEA | Seneca Foods Corp. | Consumer Defensive | +0.6% | Group member |
| PEN | Penumbra, Inc. | Healthcare | +0.2% | Most structurally connected |
| FNF | Fidelity National Financial, In | Financial Services | +1.1% | Group member |
| SNN | Smith & Nephew SNATS, Inc. | Healthcare | +1.3% | Group member |
| EQR | Equity Residential | Real Estate | +1.5% | Group member |
| BGC | BGC Group, Inc. | Financial Services | +1.8% | Group member |
| BSX | Boston Scientific Corporation | Healthcare | -0.2% | Group member |
| KMB | Kimberly-Clark Corporation | Consumer Defensive | -2.0% | Group member |
| OFRM | Once Upon a Farm, PBC | Consumer Defensive | +0.7% | Group member |
| INVH | Invitation Homes Inc. | Real Estate | +1.6% | Group member |
| ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | +1.2% | Group member |
| CHD | Church & Dwight Company, Inc. | Consumer Defensive | +0.8% | Group member |
| JAN | Janus Living, Inc. | Real Estate | +1.5% | Group member |
| SUI | Sun Communities, Inc. | Real Estate | +1.7% | Group member |
| ESNT | Essent Group Ltd. | Financial Services | +0.8% | Group member |
Cohort
43 namesParticipation
72% this sessionObserved history
1 daily buildsFiling coverage
38/43 memberscredit / rates affecting interest expense
“n interest rates on our cash and investments accounts. ● A decrease in interest expense as a result of the repayment of the mortgage loan with East West Bank, as well as the accretion of the interest on the deferred payment for BAQSIMI ® , both of which were paid in full in June 2024.”
AMPH 10-Q
credit / rates
“The persistency rate decreased largely due to lapse, driven by mortgage rate volatility and increased refinance activity.”
ACT 10-Q
restructuring
“The change in effective tax rate was primarily due to a discrete tax benefit from the impairment charge related to the immersive healthcare asset group in 2024 and an increase in excess tax benefits from stock-based compensation attributable to our U.S. jurisdiction in 2025.”
PEN 10-Q
Insurance and Healthcare can stay leader-led if ANIP and the next software names fail to join while PEN keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.