4 names are moving together; 25% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| CCTG | CCSC Technology International H | Industrials | -3.9% | 1/1 observed active sessions |
| UBER | Uber Technologies, Inc. | Technology | -0.4% | 1/1 observed active sessions |
| KSPI | Joint Stock Company Kaspi.kz - | Technology | -1.1% | 1/1 observed active sessions |
| MELI | MercadoLibre, Inc. | Consumer Cyclical | +0.9% | 1/1 observed active sessions |
Cohort
4 namesParticipation
25% this sessionObserved history
17 daily buildsFiling coverage
2/4 membersdemand / volume affecting revenue
“We are subject to consumer trends and could lose revenue if certain items become less popular or if we fail to meet customer demand Our future revenues depend on continued demand for the types of goods that we sell, that users list on the Mercado Libre Marketplace or that users pay for with Mercado Pago on or off the Mercado Libre Marketplace.”
MELI 10-K
demand / volume affecting orders
“Competition We may be subject to private claims, lawsuits, regulatory and government investigations, other proceedings and orders involving allegations that our actions may violate antitrust or competition laws, or otherwise constitute unfair competition.”
MELI 10-K
demand / volume affecting expense
“These construction efforts are subject to a risk of delay as well as risks relating to the quality of the construction and regulatory requirements, which could increase our costs and negatively impact our ability to grow capacity in time to adequately meet demand.”
MELI 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
UBERcustomer · Not moving with the group now
Filing receipt · LCID / UBER
“Uber Transactions Vehicle Production Agreement In April 2026, we announced the entry into the Second VPA with Uber, under which Uber and its designated fleet operators h…”
UBER · customer
UBERpartner · Not moving with the group now
Filing receipt · AUR / UBER
“Uber, a leading ride hailing company globally.”
UBER · partner
UBERdistributor · Not moving with the group now
Filing receipt · CBRL / UBER
“Third-Party Delivery are orders placed through aggregators such DoorDash® and Uber Eats, and delivered by their drivers.”
UBER · distributor
UBERcompetitor · Moving with the group now · 115 min observed
Filing receipt · LYFT / UBER
“Our main ridesharing competitor is Uber and our main competitors for app-based intermediation services for taxi and private hire vehicles are Uber and Bolt, though we al…”
UBER · competitor
UBERinvestee · Current intraday read unavailable
Filing receipt · DIDIY / UBER
“Net income attributable to Uber Technologies, Inc.”
UBER · investee