17 names are moving together; 29% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| TER | Teradyne, Inc. | Technology | -5.5% | Group member |
| IESC | IES Holdings, Inc. | Industrials | -2.4% | Group member |
| ETN | Eaton Corporation, PLC | Industrials | -4.0% | Group member |
| CMI | Cummins Inc. | Industrials | -2.7% | Group member |
| POWL | Powell Industries, Inc. | Industrials | -4.5% | Group member |
| NVT | nVent Electric plc | Industrials | -3.7% | Group member |
| ASML | ASML Holding N.V. - New York Re | Technology | -2.2% | Group member |
| EME | EMCOR Group, Inc. | Industrials | -2.4% | Group member |
| NVMI | Nova Ltd. | Technology | -4.6% | Group member |
| JBL | Jabil Inc. | Technology | -3.9% | Group member |
| STRL | Sterling Infrastructure, Inc. | Industrials | -4.0% | Group member |
| UCTT | Ultra Clean Holdings, Inc. | Technology | -9.4% | Group member |
| ACMR | ACM Research, Inc. | Technology | -8.6% | Group member |
| ENS | EnerSys | Industrials | -4.1% | Most structurally connected |
| VICR | Vicor Corporation | Technology | -11.8% | Group member |
| FLEX | Flex Ltd. | Technology | -5.9% | 1/1 observed active sessions |
| NXT | Nextpower Inc. | Technology | -1.9% | Group member |
Cohort
17 namesParticipation
29% this sessionObserved history
4 daily buildsFiling coverage
15/17 membersdemand / volume affecting revenue
“This increase in sales was primarily driven by continued strength in Aerospace and Defense including impacts from the Bren-Tronics acquisition, partially offset by softer demand in OEM transportation customers.”
ENS 10-K
demand / volume
“The market demand in the forklift truck and Class 8 truck markets have been impacted by tariff policy uncertainty, causing some customers to pause larger projects and general spending activity until there is more clarity on global tariff impacts to their supply chains.”
ENS 10-K
credit / rates affecting interest expense
“The decrease in interest expense in fiscal 2026 compared to fiscal 2025 is due to lower interest rates on long-term debt.”
ENS 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
ASMLcustomer · Not moving with the group now
Filing receipt · ICHR / ASML
“We have long standing relationships with top tier OEM customers, including Lam Research, Applied Materials, and ASML which were our largest customers by sales in 2025.”
ASML · customer
UCTTcustomer · Not moving with the group now
Filing receipt · LRCX / UCTT
“Our two largest revenue customers in fiscal years 2025, 2024 and 2023 were Applied Materials, Inc.”
UCTT · customer
ETNsupplier · Moving with the group now · 115 min observed
Filing receipt · HUBB / ETN
“Gumbs 56 President, Utility Solutions Segment Present position since July 2023; previously President and CEO, Bosch Rexroth, from September 2020 to June 2023; Vice Presi…”
ETN · supplier
CMIsupplier · Not moving with the group now
Filing receipt · PCAR / CMI
“We have long-standing relationships with many of the leading manufacturers in the markets we serve, including PACCAR Inc., Traton Group, Daimler Trucks AG and Stellantis…”
CMI · supplier
UCTTcustomer · Not moving with the group now
Filing receipt · AMAT / UCTT
“Our two largest revenue customers in fiscal years 2025, 2024 and 2023 were Applied Materials, Inc.”
UCTT · customer