20 names are moving together; 65% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| KEYS | Keysight Technologies Inc. | Technology | +2.1% | Group member |
| DIOD | Diodes Incorporated | Technology | +0.7% | Group member |
| MPWR | Monolithic Power Systems, Inc. | Technology | +8.1% | Group member |
| ASX | ASE Technology Holding Co., Ltd | Technology | +1.1% | Group member |
| MCHP | Microchip Technology Incorporat | Technology | -1.0% | Group member |
| NXPI | NXP Semiconductors N.V. | Technology | -6.4% | Group member |
| Q | Qnity Electronics, Inc. | Technology | +0.6% | Group member |
| BWA | BorgWarner Inc. | Consumer Cyclical | -1.0% | Group member |
| TXN | Texas Instruments Incorporated | Technology | -1.0% | Group member |
| ON | ON Semiconductor Corporation | Technology | -2.5% | Group member |
| ST | Sensata Technologies Holding pl | Technology | -3.5% | Group member |
| ARW | Arrow Electronics, Inc. | Technology | +1.8% | Group member |
| STM | STMicroelectronics N.V. | Technology | -1.2% | Group member |
| LFUS | Littelfuse, Inc. | Technology | +0.1% | Group member |
| AVT | Avnet, Inc. | Technology | +2.3% | Group member |
| CSTM | Constellium SE | Basic Materials | -2.8% | Most structurally connected |
| ADI | Analog Devices, Inc. | Technology | +0.3% | Group member |
| TSLA | Tesla, Inc. | Consumer Cyclical | +0.8% | Group member |
| HLIO | Helios Technologies, Inc. | Industrials | +0.6% | Group member |
| UMC | United Microelectronics Corpora | Technology | +0.3% | Group member |
Cohort
20 namesParticipation
65% this sessionObserved history
1 daily buildsFiling coverage
17/20 membersdemand / volume affecting revenue
“Revenue increased 37% and 34% in the three- and six-month periods ended May 2, 2026 as compared to the same periods of the prior fiscal year as a result of a broad-based increase in demand for our products, notably within all Industrial 16 sub-markets with the highest growth coming from our test equipment and aerospace and defense sub-markets.”
ADI 10-Q
restructuring
“Impairment Impairment of property, plant and equipment and intangible assets Property, plant and equipment and intangible assets subject to amortization are reviewed for impairment if there is any indication that the carrying amount of the asset, or asset group to which it belongs, may not be recoverable.”
CSTM 10-K
restructuring affecting expense
“The special charges include severance and fringe benefit costs, in accordance with the Company’s ongoing benefit plan or statutory requirements at foreign locations, and the write-off of acquired intellectual property due to the Company’s decision to discontinue certain product development strategies.”
ADI 10-K
Semiconductor Technology can stay leader-led if ASX and the next software names fail to join while CSTM keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.