10 names are moving together; 20% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| NVT | nVent Electric plc | Industrials | +1.7% | Group member |
| SIMO | Silicon Motion Technology Corpo | Technology | +6.7% | Group member |
| STX | Seagate Technology Holdings PLC | Technology | +1.7% | Most structurally connected |
| WDC | Western Digital Corporation | Technology | +4.0% | Group member |
| MOD | Modine Manufacturing Company | Consumer Cyclical | +3.0% | Group member |
| IESC | IES Holdings, Inc. | Industrials | +5.5% | Group member |
| VRT | Vertiv Holdings, LLC | Industrials | +2.6% | Group member |
| SPXC | SPX Technologies, Inc. | Industrials | +1.0% | Group member |
| AAON | AAON, Inc. | Industrials | +3.2% | Group member |
| CIEN | Ciena Corporation | Technology | +5.1% | Group member |
Cohort
10 namesParticipation
20% this sessionObserved history
1 daily buildsFiling coverage
9/10 membersdemand / volume affecting revenue
“Fiscal Years Ended (Dollars in millions) July 3, 2026 June 27, 2025 Change % Change Revenue $ 12,195 $ 9,097 $ 3,098 34 % Revenue in fiscal year 2026 increased approximately 34%, or $3.1 billion, from fiscal year 2025, primarily due to an increase in nearline exabytes shipped reflecting higher demand for nearline products and favorable pricing actions undertaken by the Company.”
STX 10-K
credit / rates affecting interest expense
“Other Expense, net Fiscal Years Ended (Dollars in millions) July 3, 2026 June 27, 2025 Change % Change Other expense, net $ 404 $ 377 $ 27 7 % Other expense, net for fiscal year 2026 primarily related to $284 million of interest expense and $151 million of net loss from debt transactions, partially offset by $30 million of interest income.”
STX 10-K
demand / volume
“We have in the past cancelled, reduced or otherwise modified certain purchase commitments and incurred associated fees, due to changes in forecasted demand.”
STX 10-Q
Data Center Infrastructure can stay leader-led if MOD and the next software names fail to join while STX keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.