44 names are moving together; 52% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ACI | Albertsons Companies, Inc. | Consumer Defensive | +0.2% | Group member |
| CRWD | CrowdStrike Holdings, Inc. | Technology | +0.4% | Group member |
| DOCN | DigitalOcean Holdings, Inc. | Technology | -5.3% | Group member |
| WTRG | Essential Utilities, Inc. | Utilities | +0.0% | Group member |
| VNET | VNET Group, Inc. | Technology | -3.5% | Group member |
| BRUN | Boost Run Inc. | Technology | -9.6% | Group member |
| HG | Hamilton Insurance Group, Ltd. | Financial Services | +1.6% | Group member |
| KIDZ | KIDZ AI Inc. | Consumer Defensive | -12.6% | Group member |
| AIZ | Assurant, Inc. | Financial Services | +0.3% | Group member |
| BEKE | KE Holdings Inc | Real Estate | +3.2% | Group member |
| CAH | Cardinal Health, Inc. | Healthcare | -0.8% | Group member |
| CRWV | CoreWeave, Inc. | Technology | -6.3% | Most structurally connected |
| EXTR | Extreme Networks, Inc. | Technology | -2.4% | Group member |
| HIMX | Himax Technologies, Inc. | Technology | -6.2% | Group member |
| SR | Spire Inc. | Utilities | +2.1% | Group member |
| UNCY | Unicycive Therapeutics, Inc. | Healthcare | -2.4% | Group member |
| BTU | Peabody Energy Corporation | Energy | +1.1% | Group member |
| EXC | Exelon Corporation | Utilities | +0.6% | Group member |
| LINC | Lincoln Educational Services Co | Consumer Defensive | -0.5% | Group member |
| MDLZ | Mondelez International, Inc. | Consumer Defensive | +1.8% | Group member |
| ROL | Rollins, Inc. | Consumer Cyclical | +1.0% | Group member |
| SUNE | SUNation Energy, Inc. | Technology | -13.3% | Group member |
| IEP | Icahn Enterprises L.P. - Deposi | Energy | +0.5% | Group member |
| NBIS | Nebius Group N.V. | Communication Services | -4.1% | Group member |
Cohort
44 namesParticipation
52% this sessionObserved history
1 daily buildsFiling coverage
34/44 memberscredit / rates affecting interest expense
“This increase was attributable to higher borrowing levels under our Credit Facilities, resulting in an increase in interest expense, partially offset by capitalized interest associated with investments in our platform and data center infrastructure.”
CRWV 10-K
demand / volume
“For example, in recent years, recruiting, hiring, and retaining employees with expertise in the AI computing industry has become increasingly difficult and expensive as the demand for AI computing infrastructure has increased as a result of the increase in AI and high performance computing development, deployment, and demand.”
CRWV 10-Q
credit / rates
“The increase was driven by borrowings under our delayed draw term loans, proceeds from the issuance of our Series C redeemable convertible preferred stock, and proceeds from the issuance of our 2024 Term Loan Facility.”
CRWV 10-K
Healthcare and Utilities can stay leader-led if AMPG and the next software names fail to join while CRWV keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.