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Confirmed

Data Center Infrastructure

8 names are moving together; 25% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
WCNWaste Connections, Inc.Industrials-0.9%Group member
MDLZMondelez International, Inc.Consumer Defensive-1.7%Group member
VNETVNET Group, Inc.Technology+0.3%Group member
DGXXDigi Power X Inc.Utilities-4.1%Most structurally connected
AVGOBroadcom Inc.Technology+1.4%Group member
ROLRollins, Inc.Consumer Cyclical-1.3%Group member
BRUNBoost Run Inc.Technology-0.2%Group member
HGHamilton Insurance Group, Ltd.Financial Services-0.7%Group member

Why we believe this

Cohort

8 names

Participation

25% this session

Observed history

1 daily builds

Filing coverage

7/8 members

pricing

Gross premiums written increased by $202.9 million, or 18.4%, from $1.1 billion for the year ended December 31, 2023 to $1.3 billion for the year ended December 31, 2024, primarily driven by growth in both new and existing business and improved pricing in casualty and property insurance classes and specialty reinsurance and insurance classes.

HG 10-K

input costs affecting expense

The increase was primarily due to higher revenue impact on margin and higher infrastructure software gross margin percentage, driven by an increase in license revenue and lower infrastructure software labor costs following our integration of the VMware business.

AVGO 10-K

demand / volume

As an alternative to fiat currencies that are backed by central governments, cryptocurrencies, which are relatively new, are subject to supply and demand forces based upon the desirability of an alternative, decentralized means of buying and selling goods and services, and it is unclear how such supply and demand will be impacted by geopolitical events.

DGXX 10-K

Breadth and sponsorship may keep weakening, leaving the move isolated.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.