14 names are moving together; 71% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| INTU | Intuit Inc. | Technology | +5.4% | Group member |
| AGL | agilon health, inc. | Healthcare | +0.6% | Most structurally connected |
| ARGX | argenx SE | Healthcare | -0.2% | Group member |
| APGE | Apogee Therapeutics, Inc. | Healthcare | +0.1% | Group member |
| ONEG | OneConstruction Group Limited | Industrials | +1.8% | Group member |
| RIGL | Rigel Pharmaceuticals, Inc. | Healthcare | -2.9% | Group member |
| SLRC | SLR Investment Corp. | Financial Services | -0.4% | Group member |
| TBBB | BBB Foods Inc. | Consumer Defensive | -2.4% | Group member |
| WEST | Westrock Coffee Company | Consumer Defensive | -0.1% | Group member |
| CHKP | Check Point Software Technologi | Technology | +2.1% | Group member |
| CRTO | Criteo S.A. | Communication Services | +1.5% | Group member |
| CTVA | Corteva, Inc. | Basic Materials | +0.3% | Group member |
| KVYO | Klaviyo, Inc. Series A | Technology | +3.2% | Group member |
| MDGL | Madrigal Pharmaceuticals, Inc. | Healthcare | -0.9% | Group member |
| NICE | NICE Ltd | Technology | +3.8% | Group member |
Cohort
14 namesParticipation
71% this sessionObserved history
1 daily buildsFiling coverage
10/15 membersproduct pipeline / R&D affecting expense
“The increase of $46.8 million was primarily driven by further development of our zumilokibart (APG777) program, increases in personnel costs and equity-based compensation, associated with the growth in our research and development team, and increases in external-discovery related costs and other expenses, partially offset by decreases in expenses related to our APG990/APG279, APG333/APG273 and APG808 programs.”
APGE 10-K
demand / volume
“We expect that competition will continue to increase as a result of consolidation in the healthcare industry and increased demand for a Total Care Model.”
AGL 10-K
supply chain
“Discontinued Operations Discontinued operations is a component of an entity that has either been disposed of or is deemed held-for-sale and, (i) the operations and cash flows of the component have been or will be eliminated from ongoing operations as a result of the disposal transaction, and (ii) the entity will not have any significant continuing involvement in the operations of the component after the disposal transaction.”
AGL 10-K
Risk-On Basket can stay leader-led if CRTO and the next software names fail to join while AGL keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.