3 names are moving together; 67% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| WCN | Waste Connections, Inc. | Industrials | +0.0% | 16/16 observed active sessions |
| WM | Waste Management, Inc. | Industrials | +1.5% | 16/16 observed active sessions |
| RSG | Republic Services, Inc. | Industrials | +1.9% | 16/16 observed active sessions |
Cohort
3 namesParticipation
67% this sessionObserved history
64 daily buildsFiling coverage
3/3 membersinput costs affecting expense
“These increases were partially offset by (i) integration-related consulting fees in connection with our Stericycle acquisition; (ii) higher labor costs resulting from long-term incentive compensation costs and annual employee wage increases and (iii) professional services supporting business optimization.”
WM 10-Q
pricing affecting revenue
“The most significant items impacting Adjusted EBITDA in Group 3 during the three months ended March 31, 2026 compared to the three months ended March 31, 2025 include: • Net revenue for the three months ended March 31, 2026 decreased 9.8% primarily due to a decline in emergency response activity, partially offset by acquisition related growth and price increases relative to the same period in 2025.”
RSG 10-Q
credit / rates affecting interest expense
“These increases were partially offset by increased interest expense related to the additional debt incurred to finance our Stericycle acquisition; ● Net cash provided by operating activities was $1,545 million compared with $1,154 million in the prior year period, with the increase driven by (i) higher earnings in the majority of our segments, including the contributions from our recent acquisitions and (ii) favorable changes in working capital, net of effects of acquisitions and 29 divestitures.”
WM 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
WMcustomer · Not moving with the group now
Filing receipt · CLH / WM
“These agreements indemnify the Company with respect to any liability at the 17 sites for waste disposed prior to the Company’s acquisition of the former subsidiaries of…”
WM · customer
WCNtext peer · Not moving with the group now
No filing excerpt is available for this relationship.
WMsupplier · Not moving with the group now
Filing receipt · MDXG / WM
“The review looked at several areas including: • Air Pollution Control Management • Battery Handling and Disposal • Community Right-to-Know (Hazardous Material Reporting)…”
WM · supplier
WMsupplier · Not moving with the group now
Filing receipt · CC / WM
“F- 64 The Chemours Company Notes to the Consolidated Financial Statements (Dollars in millions, except per share amounts and par values) In April 2025, the Water Works B…”
WM · supplier
WMdistributor · Not moving with the group now
Filing receipt · AES / WM
“Waste Management — On October 19, 2015, an EPA rule regulating CCR under the Resource Conservation and Recovery Act as nonhazardous solid waste became effective.”
WM · distributor