credit / rates affecting interest expense
“Interest Expense The increase in interest expense is primarily attributable to higher average borrowings during the year ended December 31, 2025 compared to the year ended December 31, 2024.”
LGN 10-K
Confirmed
Semiconductor Equipment & Materials
38 names are moving together; 24% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| AA | Alcoa Corporation | Basic Materials | +0.1% | Group member |
| ACMR | ACM Research, Inc. | Technology | -8.6% | Group member |
| WULF | TeraWulf Inc. | Financial Services | -4.8% | Group member |
| CIFR | Cipher Digital Inc. | Technology | -9.1% | Group member |
| QUIK | QuickLogic Corporation | Technology | -6.6% | Group member |
| FPS | Forgent Power Solutions, Inc. | Industrials | -6.8% | Group member |
| WOLF | Wolfspeed, Inc. | Technology | -4.7% | Group member |
| CPOP | Pop Culture Group Co., Ltd | Communication Services | +698.8% | Group member |
| FCX | Freeport-McMoRan, Inc. | Basic Materials | -2.5% | Group member |
| COR | Cencora, Inc. | Healthcare | +0.9% | Group member |
| ROG | Rogers Corporation | Technology | -2.0% | Group member |
| CSTM | Constellium SE | Basic Materials | -1.7% | Group member |
| RMBS | Rambus, Inc. | Technology | -7.9% | Group member |
| DSY | Big Tree Cloud Holdings Limited | Consumer Defensive | -4.1% | Group member |
| TROX | Tronox Holdings plc | Basic Materials | -0.3% | Group member |
| ENPH | Enphase Energy, Inc. | Technology | -3.9% | Group member |
| FDMT | 4D Molecular Therapeutics, Inc. | Healthcare | -7.8% | Group member |
| VPG | Vishay Precision Group, Inc. | Technology | -6.1% | Group member |
| ICHR | Ichor Holdings | Technology | -9.9% | Group member |
| LGN | Legence Corp. | Industrials | -7.2% | Most structurally connected |
| BTX | BlackRock Technology and Privat | Financial Services | -2.4% | Group member |
| SANM | Sanmina Corporation | Technology | -3.4% | Group member |
| NMM | Navios Maritime Partners LP | Industrials | -0.5% | Group member |
| PDFS | PDF Solutions, Inc. | Technology | -5.1% | Group member |
Why we believe this
Cohort
38 namesParticipation
24% this sessionObserved history
1 daily buildsFiling coverage
33/38 membersrestructuring
“The effective tax rate in the year ended December 31, 2024 was primarily due to a significant portion of the pre-tax loss being generated by pass-through entities that are not subject to income taxes at the Company level and unfavorable permanent adjustments including goodwill impairment, and was partially offset by a reduction in the Company’s deferred state tax rate.”
LGN 10-K
restructuring affecting expense
“The favorable change of $320 was primarily attributable to lower income in jurisdictions where taxes are paid and a tax benefit related to the restructuring charge for the Kwinana refinery closure, partially offset by tax expense on the gain on sale of interest in the Saudi Arabia joint venture and the favorable mark-to-market change on the Ma’aden shares.”
AA 10-K
Semiconductor Equipment & Materials can stay leader-led if CIFR and the next software names fail to join while LGN keeps moving.
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.