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Group","tier":3,"returns_yearly":{"2021":8.7,"2022":-0.5,"2023":-7,"2024":16.1,"2025":16,"2026":3.1}},{"slug":"blackrock","name":"BlackRock","name_en":"BlackRock","tier":3,"returns_yearly":{"2021":29.4,"2022":-20.4,"2023":17.9,"2024":29.3,"2025":6.6,"2026":2.8}},{"slug":"centerpoint-energy","name":"센터포인트 에너지","name_en":"CenterPoint Energy","tier":3,"returns_yearly":{"2021":32.4,"2022":10,"2023":-2.1,"2024":14.3,"2025":23.7,"2026":2.4}},{"slug":"siemens-energy","name":"Siemens Energy","name_en":"Siemens Energy","tier":3,"returns_yearly":{"2021":-35.4,"2022":-2.7,"2023":-27,"2024":314.2,"2025":149.9,"2026":1.8}},{"slug":"spacex","name":"스페이스X","name_en":"SpaceX","tier":3,"returns_yearly":{"2026":0.7}},{"slug":"boeing","name":"보잉","name_en":"Boeing","tier":3,"returns_yearly":{"2021":-6,"2022":-5.4,"2023":36.8,"2024":-32.1,"2025":22.7,"2026":-2.2}},{"slug":"hoya","name":"호야","name_en":"Hoya Corporation","tier":3,"returns_yearly":{"2021":10.8,"2022":-3,"2023":34.4,"2024":11.3,"2025":24.9,"2026":-2.5}},{"slug":"te-connectivity","name":"TE Connectivity","name_en":"TE Connectivity","tier":3,"returns_yearly":{"2021":35.1,"2022":-27.7,"2023":24.6,"2024":3.5,"2025":61.1,"2026":-3}},{"slug":"cameco","name":"Cameco","name_en":"Cameco","tier":3,"returns_yearly":{"2021":63.2,"2022":4.3,"2023":90.5,"2024":19.5,"2025":78.4,"2026":-3.7}},{"slug":"fanuc","name":"FANUC","name_en":"FANUC","tier":3,"returns_yearly":{"2021":-16.5,"2022":4.4,"2023":-8.1,"2024":15.6,"2025":37.7,"2026":-4.5}},{"slug":"meta","name":"메타 플랫폼스","name_en":"Meta Platforms","tier":3,"returns_yearly":{"2021":23.1,"2022":-64.2,"2023":194.1,"2024":66,"2025":13.1,"2026":-6.4}},{"slug":"workday","name":"워크데이","name_en":"Workday, Inc.","tier":3,"returns_yearly":{"2021":14,"2022":-38.7,"2023":65,"2024":-6.5,"2025":-16.8,"2026":-8.8}},{"slug":"textron","name":"텍스트론","name_en":"Textron","tier":3,"returns_yearly":{"2021":59.9,"2022":-8.2,"2023":13.7,"2024":-4.8,"2025":14.1,"2026":-9.3}},{"slug":"brookfield","name":"Brookfield","name_en":"Brookfield Asset Management Ltd.","tier":3,"returns_yearly":{"2023":45.6,"2024":39.7,"2025":-0.2,"2026":-9.7}},{"slug":"shopify","name":"Shopify","name_en":"Shopify","tier":3,"returns_yearly":{"2021":21.7,"2022":-74.8,"2023":124.4,"2024":36.5,"2025":51.4,"2026":-9.9}},{"slug":"phison","name":"Phison","name_en":"Phison Electronics","tier":3,"returns_yearly":{"2021":26.8,"2022":-10.7,"2023":45.1,"2024":-6.7,"2025":418.3,"2026":-12.8}},{"slug":"constellation-energy","name":"Constellation Energy","name_en":"Constellation Energy","tier":3,"returns_yearly":{"2023":37.2,"2024":92.7,"2025":58.8,"2026":-15.3}},{"slug":"take-two-interactive","name":"테이크투 인터랙티브","name_en":"Take-Two Interactive Software, Inc.","tier":3,"returns_yearly":{"2021":-14.5,"2022":-41.4,"2023":54.6,"2024":14.4,"2025":39.1,"2026":-16.6}},{"slug":"avio","name":"아비오","name_en":"Avio","tier":3,"returns_yearly":{"2021":-9.9,"2022":-4.7,"2023":-17.1,"2024":98.4,"2025":117,"2026":-18.3}},{"slug":"hd-hyundai-electric","name":"HD Hyundai Electric","name_en":"HD Hyundai Electric","tier":3,"returns_yearly":{"2021":4.2,"2022":132.5,"2023":159.4,"2024":300.5,"2025":120.2,"2026":-31.3}},{"slug":"rigetti","name":"Rigetti Computing","name_en":"Rigetti Computing","tier":3,"returns_yearly":{"2022":-92.9,"2023":35.1,"2024":1449.2,"2025":45.2,"2026":-31.4}},{"slug":"ubtech","name":"UBTech","name_en":"UBTech Robotics","tier":3,"returns_yearly":{"2024":-21.6,"2025":95.4,"2026":-38.8}},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null}],"analysis":"수면호흡기기·케어 SaaS 기업. 2026년 -4.4%다. 공급단(평균 +32.9%)이 본주(-4.4%)보다 앞서 있다. 지출이 아래로 번지며 공급사 쪽 탄력이 먼저 나타나는 구도다. 연결 노드 중 가장 앞선 곳은 스노우플레이크(+53.7%), 가장 처진 곳은 아마존(+12%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"ResMed Inc. operates across Sleep devices and care SaaS. It is -4.4% in 2026. The supply side (avg +32.9%) leads the stock (-4.4%), with spending rippling down to suppliers first. Among connected nodes the furthest ahead is Snowflake (+53.7%) and the furthest behind is Amazon (+12%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It spends on medical-device components, manufacturing and logistics, while using Amazon and Snowflake data infrastructure to operate its connected devices and software.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Noctrix Health","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-08-13","basis":"Noctrix Health 지분 100% 인수 가격","value":335000000,"period":"FY2026 acquisition","basis_en":"Purchase price for 100% of Noctrix Health","qualifier":null},"note":"레스메드는 2026년 6월 Noctrix Health 지분 100%를 3억 3,500만 달러에 인수해 하지불안증 치료용 Nidra 기기를 수면건강 포트폴리오에 편입했다. 전문매체가 보도한 3억 4,000만 달러는 거래가를 반올림한 수치로 보이며, metric은 10-K의 회계상 인수가를 따른다.","note_en":"ResMed acquired 100% of Noctrix Health in June 2026 for $335 million, adding the Nidra device for restless legs syndrome to its sleep-health portfolio. The $340 million reported by trade media appears to be a rounded transaction value; the metric follows the accounting purchase price in the 10-K.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-08-13","url":"https://www.sec.gov/Archives/edgar/data/943819/000094381926000047/rmd-20260630.htm","title":"RESMED INC 10-K (2026-08-13)","title_en":"RESMED INC 10-K (2026-08-13)","excerpt":"레스메드는 Noctrix Health 지분 100%를 3억 3,500만 달러에 인수했다고 공시했다.","excerpt_en":"acquisition of 100% of the shares in Noctrix Health"},{"stance":"mentions","publisher":"메드테크 다이브","publisher_en":"MedTech Dive","kind":"news","lang":"en","published_at":"2026-06-02","url":"https://www.medtechdive.com/news/resmed-completes-340m-noctrix-takeover/821682/","title":"레스메드, 3억 4,000만 달러 규모 Noctrix 인수 완료","title_en":"Resmed completes $340M Noctrix takeover","excerpt":"메드테크 다이브는 거래가를 3억 4,000만 달러로 보도하고, Nidra가 기존 HME 유통경로를 공유한다고 설명했다.","excerpt_en":"Resmed completes $340M Noctrix takeover"},{"stance":"confirms","publisher":"레스메드 투자자관계","publisher_en":"ResMed Investor Relations","kind":"ir","lang":"en","published_at":"2026-06-01","url":"https://investor.resmed.com/news-events/press-releases/detail/424/resmed-completes-acquisition-of-noctrix-health-expanding-clinical-sleep-health-portfolio","title":"레스메드, Noctrix Health 인수 완료로 임상 수면건강 포트폴리오 확대","title_en":"Resmed Completes Acquisition of Noctrix Health, Expanding Clinical Sleep Health Portfolio","excerpt":"회사 발표는 Noctrix가 2026년 6월 1일 레스메드의 완전자회사가 됐다고 확인했다.","excerpt_en":"Noctrix became a wholly owned subsidiary"}]},{"direction":"revenue","counterparty":"Signature HealthCARE","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2018-12-11","basis":"Signature HealthCARE가 지급한 MatrixCare EHR 소프트웨어 이용·지원 매출","value":null,"period":"2018 enterprise EHR rollout","basis_en":"MatrixCare EHR software access and support revenue paid by Signature HealthCARE","qualifier":"confirmed_no_disclosed_value"},"note":"Signature HealthCARE는 레스메드 자회사 MatrixCare를 10개 주 115개 전문요양·생활지원 시설의 기업용 EHR 플랫폼으로 선정했다. 계약 금액과 고객별 소프트웨어 매출은 공개되지 않았다.","note_en":"Signature HealthCARE selected ResMed subsidiary MatrixCare as the enterprise EHR platform for 115 skilled-nursing and assisted-living locations across 10 states. The contract value and customer-specific software revenue were not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-08-13","url":"https://www.sec.gov/Archives/edgar/data/943819/000094381926000047/rmd-20260630.htm","title":"RESMED INC 10-K (2026-08-13)","title_en":"RESMED INC 10-K (2026-08-13)","excerpt":"주거 요양 소프트웨어 사업은 요양시장 의료서비스 제공자에게 클라우드 기반 솔루션을 제공한다.","excerpt_en":"cloud-based solutions to healthcare providers"},{"stance":"confirms","publisher":"MatrixCare","publisher_en":"MatrixCare","kind":"ir","lang":"en","published_at":"2018-12-11","url":"https://www.matrixcare.com/press-release/signature-healthcare-selects-matrixcare-for-enterprise-technology-solution/","title":"Signature HealthCARE, 기업용 기술 솔루션으로 MatrixCare 선정","title_en":"Signature HealthCARE Selects MatrixCare for Enterprise Technology Solution","excerpt":"MatrixCare는 Signature HealthCARE의 기업용 EHR 플랫폼 파트너로 선정돼 10개 주 115개 전문요양·생활지원 시설의 기존 시스템을 교체한다고 발표했다.","excerpt_en":"MatrixCare will replace systems at all 115 Signature locations across its corporate, skilled nursing and assisted living facilities in its 10 states of operation."}]},{"direction":"revenue","counterparty":"AdaptHealth","counterparty_slug":null,"confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2021-08-05","basis":"AdaptHealth의 레스메드 수면치료 장비 구매액","value":null,"period":"Q2 2021 supply allocation","basis_en":"AdaptHealth purchases of ResMed sleep-therapy equipment","qualifier":"confirmed_no_disclosed_value"},"note":"AdaptHealth는 레스메드의 수면치료 장비를 구매하는 미국 대형 HME 고객이다. AdaptHealth CEO는 레스메드가 AdaptHealth를 포함한 고객들의 과거 구매실적을 기준으로 공급 물량을 배정했다고 설명했으며, 상대별 매출액은 공개되지 않았다.","note_en":"AdaptHealth is a large U.S. HME customer that purchases ResMed sleep-therapy equipment. AdaptHealth's CEO said ResMed allocated supply according to customers' historical purchases and expressly included AdaptHealth among those providers; counterparty-specific revenue was not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-08-13","url":"https://www.sec.gov/Archives/edgar/data/943819/000094381926000047/rmd-20260630.htm","title":"RESMED INC 10-K (2026-08-13)","title_en":"RESMED INC 10-K (2026-08-13)","excerpt":"레스메드는 미국에서 제품을 주로 HME 사업자, 헬스시스템 또는 수면클리닉에 판매한다고 공시했다.","excerpt_en":"HME providers, health systems, or sleep clinics"},{"stance":"confirms","publisher":"더 모틀리 풀","publisher_en":"The Motley Fool","kind":"news","lang":"en","published_at":"2021-08-05","url":"https://www.fool.com/earnings/call-transcripts/2021/08/05/adapthealth-corp-ahco-q2-2021-earnings-call-transc/","title":"AdaptHealth 2021년 2분기 실적발표 콘퍼런스콜 녹취록","title_en":"AdaptHealth Corp. Q2 2021 Earnings Call Transcript","excerpt":"AdaptHealth CEO는 레스메드가 고객들의 과거 구매실적을 기준으로 공급 비율을 정하며 AdaptHealth, Apria, Lincare와 Rotech에 같은 방식으로 적용한다고 설명했다.","excerpt_en":"they are taking their customers' historic purchases ... So Adapt, Apria, Lincare, Rotec, whoever is getting the same percentage"},{"stance":"mentions","publisher":"미래에셋대우 리서치센터","publisher_en":"Mirae Asset Daewoo Research","kind":"research","lang":"ko","published_at":"2020-06-09","url":"https://securities.miraeasset.com/bbs/download/2075428.pdf?attachmentId=2075428","title":"가장 선도적인 클라우드기반 솔루션 의료기기 기업","title_en":"A Leading Cloud-Based Medical Solutions Company","excerpt":"보고서는 레스메드의 양압기·마스크 경쟁력과 클라우드 기반 원격 모니터링이 기기 판매와 결합되는 구조를 분석했다.","excerpt_en":"The report analyzes ResMed's PAP and mask position and how cloud-based remote monitoring supports device sales."}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2022-07-26","basis":"Amazon Web Services에 지급한 데이터 호스팅·클라우드 인프라 비용","value":null,"period":"AirSense 11 and myAir operations","basis_en":"Data-hosting and cloud-infrastructure expense paid to Amazon Web Services","qualifier":"confirmed_no_disclosed_value"},"note":"레스메드는 AirSense 11 데이터 호스팅과 myAir 애플리케이션의 서버리스 API·데이터 처리에 Amazon Web Services를 사용한다. AWS 지급액은 공개하지 않았다.","note_en":"ResMed uses Amazon Web Services for AirSense 11 data hosting and for serverless APIs and data processing in the myAir application. Spending with AWS was not disclosed.","sources":[{"stance":"confirms","publisher":"Amazon Web Services","publisher_en":"Amazon Web Services","kind":"analysis","lang":"en","published_at":"2022-07-26","url":"https://aws.amazon.com/blogs/mobile/resmed-improves-agility-and-user-satisfaction-using-aws-appsync/","title":"ResMed Improves Agility and User Satisfaction Using AWS AppSync","title_en":"ResMed Improves Agility and User Satisfaction Using AWS AppSync","excerpt":"AWS는 레스메드가 myAir 개발에 AppSync와 Lambda, DynamoDB, CodePipeline을 사용한다고 설명했다.","excerpt_en":"ResMed turned to Amazon Web Services (AWS) solutions"},{"stance":"confirms","publisher":"레스메드","publisher_en":"ResMed","kind":"ir","lang":"en","published_at":"2022-04-01","url":"https://document.resmed.com/documents/products/machine/airsense-11/privacy-notice/air11_privacy-notice_eur1_mul.pdf","title":"AirSense 11 개인정보 보호 고지","title_en":"AirSense 11 Privacy Notice","excerpt":"레스메드는 AirSense 11 개인정보 처리의 데이터 호스팅 하도급사로 Amazon Web Services를 명시했다.","excerpt_en":"Amazon Web Services ... Data Hosting"}]},{"direction":"cost","counterparty":"Snowflake","counterparty_slug":"snowflake","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2022-04-01","basis":"Snowflake에 지급한 데이터 분석 솔루션 호스팅·지원 비용","value":null,"period":"AirSense 11 data processing","basis_en":"Hosting and support expense paid to Snowflake for the data-analysis solution","qualifier":"confirmed_no_disclosed_value"},"note":"레스메드는 AirSense 11 관련 활동관리 솔루션의 호스팅과 대규모 데이터 분석 지원에 Snowflake를 사용한다. Snowflake 지급액은 공개하지 않았다.","note_en":"ResMed uses Snowflake to host and support an AirSense 11 activity-management solution with fast, large-scale data analysis. Spending with Snowflake was not disclosed.","sources":[{"stance":"confirms","publisher":"레스메드","publisher_en":"ResMed","kind":"ir","lang":"en","published_at":"2022-04-01","url":"https://document.resmed.com/documents/products/machine/airsense-11/privacy-notice/air11_privacy-notice_eur1_mul.pdf","title":"AirSense 11 개인정보 보호 고지","title_en":"AirSense 11 Privacy Notice","excerpt":"레스메드는 Snowflake를 활동관리 솔루션의 호스팅과 대규모 데이터 분석 지원 하도급사로 명시했다.","excerpt_en":"Hosting and support of their activity management solution"}]}]}