credit / rates affecting interest expense
“These decreases were partially offset by an increase in interest expense on larger deposit balances at Nelnet Bank.”
NNI 10-Q
Confirmed
Consumer Tech Services
13 names are moving together; 46% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| CVNA | Carvana Co. | Consumer Cyclical | +1.4% | Group member |
| NNI | Nelnet, Inc. | Financial Services | -0.1% | Most structurally connected |
| MELI | MercadoLibre, Inc. | Consumer Cyclical | -0.4% | Group member |
| MTD | Mettler-Toledo International, I | Healthcare | +2.5% | Group member |
| NET | Cloudflare, Inc. | Technology | -1.6% | Group member |
| MSI | Motorola Solutions, Inc. | Technology | +1.2% | Group member |
| CALY | Callaway Golf Company | Consumer Cyclical | -0.4% | Group member |
| MNST | Monster Beverage Corporation | Consumer Defensive | -1.3% | Group member |
| AGO | Assured Guaranty Ltd. | Financial Services | -2.0% | Group member |
| FIGS | FIGS, Inc. | Consumer Cyclical | +2.0% | Group member |
| WSC | WillScot Holdings Corporation | Industrials | +1.1% | Group member |
| AKAM | Akamai Technologies, Inc. | Technology | +1.3% | Group member |
| TXRH | Texas Roadhouse, Inc. | Consumer Cyclical | -1.4% | Group member |
Why we believe this
Cohort
13 namesParticipation
46% this sessionObserved history
1 daily buildsFiling coverage
13/13 membersdemand / volume
“Hudl’s sports performance analysis business is subject to risks related to global market and macroeconomic conditions, competition, advancements in technology, cybersecurity threats, retention of key personnel, and continued demand for its products and services.”
NNI 10-K
restructuring
“During the second quarter 2025, the Company recognized a non-cash impairment charge of $3.3 million related to operating lease assets as a result of the Company consolidating office space. (b) Includes operating results of the Company's tax equity investments in renewable energy solar partnerships.”
NNI 10-Q
Consumer Tech Services can stay leader-led if NET and the next software names fail to join while NNI keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.