18 names are moving together; 11% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| SMR | NuScale Power Corporation | Industrials | -2.0% | Group member |
| CORZ | Core Scientific, Inc. | Technology | -5.1% | Group member |
| APLD | Applied Digital Corporation | Technology | -2.2% | Group member |
| CRWV | CoreWeave, Inc. | Technology | -2.8% | Group member |
| NBIS | Nebius Group N.V. | Communication Services | +1.0% | Group member |
| MRCY | Mercury Systems Inc | Industrials | +1.2% | Group member |
| SYM | Symbotic Inc. | Industrials | +0.1% | Most structurally connected |
| KRMN | Karman Holdings Inc. | Industrials | +2.0% | Group member |
| AEVA | Aeva Technologies, Inc. | Technology | — | Group member |
| AMPG | Amplitech Group, Inc. | Technology | — | Group member |
| ARQQ | Arqit Quantum Inc. | Technology | — | Group member |
| IMSR | Terrestrial Energy Inc. | Utilities | — | Group member |
| LAES | SEALSQ Corp | Technology | — | Group member |
| OUST | Ouster, Inc. | Technology | — | Group member |
| SERV | Serve Robotics Inc. | Industrials | — | Group member |
| SPIR | Spire Global, Inc. | Industrials | — | Group member |
| TSSI | TSS, Inc. | Technology | — | Group member |
| WLAC | Willow Lane Acquisition Corp. | Financial Services | — | Group member |
Cohort
18 namesParticipation
11% this sessionObserved history
1 daily buildsFiling coverage
14/18 memberscredit / rates affecting interest expense
“Other income (expense), net Other income (expense), net increased by $0.5 million for the year ended December 31, 2025 due interest expense of $0.7 million recorded on convertible debt, partially offset by a gain on foreign currency transactions.”
AEVA 10-K
product pipeline / R&D affecting expense
“Research and Development Expenses For the Three Months Ended Change March 28, 2026 March 29, 2025 Amount % (dollars in thousands) Research and development $ 51,283 $ 57,960 $ (6,677) (12) % Percentage of total revenue 8 % 11 % The decrease in research and development expenses for the three months ended March 28, 2026, as compared to the three months ended March 29, 2025, is due to the following: Change (in thousands) Employee-related costs $ 528 Prototyping-related costs, allocated overhead expenses, and other (7,205) $ (6,677) Employee-related costs remained relatively flat for the three months ended March 28, 2026, as compared to the three months ended March 29, 2025.”
SYM 10-Q
demand / volume
“The WaaS market has witnessed significant growth in recent years, driven by the increasing demand for flexible and scalable warehousing solutions.”
SYM 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
CRWVcustomer · Moving with the group now · 115 min observed
Filing receipt · GLXY / CRWV
“We expect that our AI/HPC data center business will initially be highly dependent on a single customer, CoreWeave, and may continue to derive a significant portion of th…”
CRWV · customer
SMRsupplier · Not moving with the group now
Filing receipt · FLR / SMR
“NuScale has supported their scope of this FEED Phase 2 as a subcontractor to Fluor.”
SMR · supplier
AMPGcustomer · Not moving with the group now
Filing receipt · LMT / AMPG
“Some of our customers include Telus, Viasat, L3 Harris Technologies, CPI, Lockheed Martin, Microsemi, and Paramount Global.”
AMPG · customer
CORZcustomer · Current intraday read unavailable
Filing receipt · AUST / CORZ
“Colocation revenue is generated by leasing data center space and providing related services to licensees at our Austin and Denton, Texas, and Marble, North Carolina high…”
CORZ · customer
SERVsupplier · Not moving with the group now
Filing receipt · NVDA / SERV
“Key suppliers of single and limited source components include NVIDIA Corporation, Ouster, Inc., and other vendors providing cameras, ultrasonic sensors, electronic motor…”
SERV · supplier