22 names are moving together; 41% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| HNRG | Hallador Energy Company | Utilities | +2.3% | Group member |
| ADEA | Adeia Inc. | Technology | -4.5% | Group member |
| QUIK | QuickLogic Corporation | Technology | -6.6% | 1/3 observed active sessions |
| ENVX | Enovix Corporation | Industrials | -5.0% | Group member |
| FCEL | FuelCell Energy, Inc. | Industrials | -9.3% | Group member |
| INDI | indie Semiconductor, Inc. | Technology | -7.2% | Group member |
| SLDP | Solid Power, Inc. | Consumer Cyclical | -3.7% | Group member |
| HYLN | Hyliion Holdings Corp. | Consumer Cyclical | -7.3% | Group member |
| DUOT | Duos Technologies Group, Inc. | Technology | -4.6% | 1/3 observed active sessions |
| POET | POET Technologies Inc. | Technology | -3.7% | Group member |
| OUST | Ouster, Inc. | Technology | -7.7% | Group member |
| PLUG | Plug Power, Inc. | Industrials | -2.7% | Most structurally connected |
| DDD | 3D Systems Corporation | Technology | -2.4% | Group member |
| VLN | Valens Semiconductor Ltd. | Technology | -4.6% | Group member |
| PCT | PureCycle Technologies, Inc. | Industrials | -8.2% | Group member |
| LUMN | Lumen Technologies, Inc. | Communication Services | -4.0% | Group member |
| NVTS | Navitas Semiconductor Corporati | Technology | -4.2% | 2/3 observed active sessions |
| ALAB | Astera Labs, Inc. | Technology | -12.3% | Group member |
| CRDO | Credo Technology Group Holding | Technology | -8.2% | Group member |
| ALMU | Aeluma, Inc. | Technology | -8.4% | Group member |
| RNW | ReNew Energy Global plc | Utilities | -1.9% | Group member |
| ATEX | Anterix Inc. | Communication Services | +2.2% | Group member |
Cohort
22 namesParticipation
41% this sessionObserved history
18 daily buildsFiling coverage
19/22 membersrestructuring affecting expense
“Partially offsetting this increase, there was a decrease in stock compensation expense of approximately $31.7 related to stock compensation forfeitures resulting from the 2025 Restructuring Plan as well as a reduction in employee salaries and benefits of approximately $6.9 million. 55 Table of Contents Restructuring.”
PLUG 10-K
credit / rates affecting interest expense
“The decrease during the year ended December 31, 2025 compared to December 31, 2024 was primarily due to the decrease in the Company’s average restricted cash balance during 2025. Interest expense .”
PLUG 10-K
restructuring
“The decrease was primarily due to headcount reductions resulting from the 2025 Restructuring Plan as well as a decrease in materials consumed. Selling, general and administrative.”
PLUG 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
CRDOsupplier · Not moving with the group now
Filing receipt · AMKR / CRDO
“Package, Assembly and Testing : Upon the completion of processing at the foundry, we use third-party contractors for packaging, assembly and testing, including Amkor Tec…”
CRDO · supplier
CRDOsupplier · Not moving with the group now
Filing receipt · TSM / CRDO
“In fiscal year 2026, we exclusively used Taiwan Semiconductor Manufacturing Company Limited (TSMC) for semiconductor wafer production.”
CRDO · supplier
LUMNcustomer · Not moving with the group now
Filing receipt · T / LUMN
“Planned Divestiture of the Mass Markets Fiber-to-the-Home Business On May 21, 2025, we entered into a definitive agreement to sell our Mass Markets fiber-to-the-home bus…”
LUMN · customer
ADEAcustomer · Not moving with the group now
Filing receipt · AMZN / ADEA
“The increase of $57.4 million was primarily attributable to the execution a new long-term license agreement with Disney in the fourth quarter of 2025, partially offset b…”
ADEA · customer
ALMUsupplier · Not moving with the group now
Filing receipt · STM / ALMU
“According to Yole Development, the major suppliers of silicon complementary metal-oxide semiconductor (“CMOS”) image sensors include Sony, Samsung, Omnivision, onsemi, S…”
ALMU · supplier