10 names are moving together; 10% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| KN | Knowles Corporation | Technology | +2.5% | Group member |
| LFUS | Littelfuse, Inc. | Technology | +2.2% | Group member |
| VSH | Vishay Intertechnology, Inc. | Technology | -0.5% | Most structurally connected |
| MTSI | MACOM Technology Solutions Hold | Technology | +2.5% | Group member |
| GFS | GlobalFoundries Inc. | Technology | -0.9% | Group member |
| CGNX | Cognex Corporation | Technology | +1.7% | Group member |
| ENS | EnerSys | Industrials | -0.0% | Group member |
| TSLA | Tesla, Inc. | Consumer Cyclical | +0.3% | Group member |
| SITM | SiTime Corporation | Technology | +3.4% | Group member |
| KLIC | Kulicke and Soffa Industries, I | Technology | +3.4% | Group member |
Cohort
10 namesParticipation
10% this sessionObserved history
1 daily buildsFiling coverage
9/10 membersdemand / volume affecting revenue
“The increase was due to broad-based demand across our major end markets, including revenue growth across our consumer electronics customer base, higher revenue from semiconductor and packaging customers, and continued growth with large logistics customers.”
CGNX 10-Q
credit / rates affecting interest expense
“The changes versus the prior fiscal quarter and the prior year periods are due to changes in the average outstanding balances on our revolving credit facility and interest expense on the convertible senior notes due 2025 that matured in June 2025.”
VSH 10-Q
demand / volume
“Our revenues are dependent on end markets that are impacted by consumer and industrial demand, and our operating results can be adversely affected by reduced demand in those global markets.”
VSH 10-Q
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.