Themes / Group
Building · newly observed relationshipLatest completed snapshot · Sep 10 · 11:10 ET

MARKET-DISCOVERED GROUP

Electronics Supply Chain

THE TRADER READShared activity without a clean directional read

Price direction is split across 18 measured members. Capital-flow confirmation is unavailable.

Price breadth1 up · 17 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowLow_pressureActivity score 26/100
Evidence depth0 support daysLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

0 timed events
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

THU, OCT 30AVT filing documented shared operating contextdemand / volume affecting revenue · date precision only

THU, FEB 12AEIS filing documented shared operating contextdemand / volume affecting revenue · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
Price sequence unavailableA timestamped price sequence is unavailable.
RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

18/18 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AEIS, APH, ARW, AVT, ESI, FLEX, GNRC, KEYS, KN, LFUS, SOLS.

demand / volume affecting revenue

“The increase in sales is primarily due to increased demand in the Asia region, most notably in the transportation, compute and communication sectors. ​ Farnell sales for the first quarter of fiscal 2026 were $398.9 million, reflecting an increase of $51.8 million, or 14.9%, compared to the same period in the prior year.”

AVT 10-Q · 2025-10-31
demand / volume

“Telecom and Networking Market Demand in the Telecommunication and Networking market is driven by adoption of more advanced mobile standards, such as 5G technologies, networking investments by telecommunication service providers, enterprises upgrading their communication networks, and data centers investing in their networks for AI-driven increased bandwidth.”

AEIS 10-K · 2026-02-13
credit / rates affecting interest expense

“The U.S. and state net operating losses, tax credits, and interest expense limitation are subject to various utilization limitations under Section 382 of the Internal Revenue Code and applicable state laws.”

AEIS 10-K · 2026-02-13
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
TER → BNDInverse historical lead/lag · strength -0.20
TER → HYGInverse historical lead/lag · strength -0.19

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

No high-confidence filing-linked outsiders are available for this group yet.

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
LFUSKEYSAEISKLICSOLSTERAVTARWPLXSFCNFLEXGNRCBELFBKNAPHESIJBLBELFA

11/17 active1 rising · 17 falling

MemberUnusual activityToday's moveRead now
LFUSLittelfuse, Inc.
Elevated · 100/100
-2.1%
Active; unclassifiedHistorical role unavailable
KEYSKeysight Technologies, Inc.
Elevated · 99/100
-1.6%
Active; unclassifiedHistorical role unavailable
AEISAdvanced Energy Industries, Inc.
Elevated · 91/100
-4.3%
Active; unclassifiedHistorical role unavailable
KLICKulicke and Soffa Industries, Inc.
Elevated · 80/100
-0.9%
Active; unclassifiedHistorical role unavailable
SOLSSolstice Advanced Materials, Inc.
Elevated · 78/100
-2.7%
Active; unclassifiedHistorical role unavailable
TERTeradyne, Inc.
Elevated · 76/100
-3.5%
Active; unclassifiedHistorical role unavailable
AVTAvnet, Inc.
Most unusual · 75/100
+1.3%
Active; unclassifiedHistorical role unavailable
ARWArrow Electronics, Inc.
Elevated · 61/100
-0.7%
Active; unclassifiedHistorical role unavailable
PLXSPlexus Corp.
Elevated · 58/100
-0.6%
Active; unclassifiedHistorical role unavailable
FCNFTI Consulting, Inc.
Elevated · 54/100
-0.3%
Active; unclassifiedHistorical role unavailable
FLEXFlex Ltd.
Elevated · 49/100
-4.2%
Active; unclassifiedHistorical role unavailable
GNRCGenerac Holdings Inc.
Elevated · 44/100
-2.5%
Active; unclassifiedHistorical role unavailable
BELFBBel Fuse Inc.
Elevated · 40/100
-0.2%
Active; unclassifiedHistorical role unavailable
KNKnowles Corporation
Elevated · 39/100
-1.2%
Active; unclassifiedHistorical role unavailable
APHAmphenol Corporation
Elevated · 39/100
-1.4%
Active; unclassifiedHistorical role unavailable
ESIElement Solutions Inc
Elevated · 38/100
-4.5%
Active; unclassifiedHistorical role unavailable
JBLJabil Inc.
Elevated · 33/100
-2.7%
Active; unclassifiedHistorical role unavailable
BELFABel Fuse Inc.
Quiet · 6/100
-0.1%
Watch / laggardHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
LFUSLittelfuse, Inc.Participating-2.1%—Price participation is not yet confirmed by per-name flow.
KEYSKeysight Technologies, Inc.Participating-1.6%—Price participation is not yet confirmed by per-name flow.
AEISAdvanced Energy Industries, Inc.Participating-4.3%—Price participation is not yet confirmed by per-name flow.
KLICKulicke and Soffa Industries, Inc.Participating-0.9%—Price participation is not yet confirmed by per-name flow.
SOLSSolstice Advanced Materials, Inc.Participating-2.7%—Price participation is not yet confirmed by per-name flow.
TERTeradyne, Inc.Participating-3.5%—Price participation is not yet confirmed by per-name flow.
AVTAvnet, Inc.Most unusual+1.3%—Most unusual activity in this snapshot; performance direction may differ.
ARWArrow Electronics, Inc.Participating-0.7%—Price participation is not yet confirmed by per-name flow.
PLXSPlexus Corp.Participating-0.6%—Price participation is not yet confirmed by per-name flow.
FCNFTI Consulting, Inc.Participating-0.3%—Price participation is not yet confirmed by per-name flow.
FLEXFlex Ltd.Participating-4.2%—Price participation is not yet confirmed by per-name flow.
GNRCGenerac Holdings Inc.Participating-2.5%—Price participation is not yet confirmed by per-name flow.
BELFBBel Fuse Inc.Participating-0.2%—Price participation is not yet confirmed by per-name flow.
KNKnowles CorporationParticipating-1.2%—Price participation is not yet confirmed by per-name flow.
APHAmphenol CorporationParticipating-1.4%—Price participation is not yet confirmed by per-name flow.
ESIElement Solutions IncParticipating-4.5%—Price participation is not yet confirmed by per-name flow.
JBLJabil Inc.Participating-2.7%—Price participation is not yet confirmed by per-name flow.
BELFABel Fuse Inc.Quiet / lagging-0.1%—Not participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

No point-in-time live observations have completed yet.
Low structural sample

Only 0 completed episodes across 0 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support0 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades

Historical cohort observations are not available yet.