20 names are moving together; 25% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| CVNA | Carvana Co. | Consumer Cyclical | +0.2% | Group member |
| TOST | Toast, Inc. | Technology | +1.3% | Group member |
| NNI | Nelnet, Inc. | Financial Services | -0.3% | Group member |
| MELI | MercadoLibre, Inc. | Consumer Cyclical | -1.7% | Group member |
| NET | Cloudflare, Inc. | Technology | -3.1% | Most structurally connected |
| HUBS | HubSpot, Inc. | Technology | +2.7% | Group member |
| MTD | Mettler-Toledo International, I | Healthcare | +0.1% | Group member |
| DXC | DXC Technology Company | Technology | +1.6% | Group member |
| FIS | Fidelity National Information S | Technology | +1.3% | Group member |
| MNST | Monster Beverage Corporation | Consumer Defensive | -0.5% | Group member |
| GLBE | Global-E Online Ltd. | Consumer Cyclical | +0.5% | Group member |
| MMYT | MakeMyTrip Limited | Consumer Cyclical | -0.9% | Group member |
| BKNG | Booking Holdings Inc. Common St | Consumer Cyclical | +4.6% | Group member |
| MSI | Motorola Solutions, Inc. | Technology | -1.6% | Group member |
| NTRA | Natera, Inc. | Healthcare | +1.6% | Group member |
| EXPE | Expedia Group, Inc. | Consumer Cyclical | +0.3% | Group member |
| CAI | Caris Life Sciences, Inc. | Healthcare | +3.3% | Group member |
| AGO | Assured Guaranty Ltd. | Financial Services | -0.3% | Group member |
| FIGS | FIGS, Inc. | Consumer Cyclical | +2.3% | Group member |
| AKAM | Akamai Technologies, Inc. | Technology | -4.8% | Group member |
Cohort
20 namesParticipation
25% this sessionObserved history
1 daily buildsFiling coverage
18/20 memberscredit / rates affecting interest expense
“Consequently, our interest expense would fluctuate if we were to borrow any amounts under the Revolving Credit Facility as a result of the floating interest rates applicable to such borrowings and potential changes in the applicable margin resulting from changes to our total net leverage ratio.”
NET 10-Q
demand / volume affecting orders
“Flight gross bookings increased 25% year-over-year for the three months ended March 31, 2026 due to airline tickets growth, partially offset by lower average airline ticket prices.”
BKNG 10-Q
restructuring affecting expense
“The remainder of the increase was primarily due to an increase of $8.5 million in professional fees for third-party accounting, consulting, and legal services, an increase of $6.8 million in travel-related expenses, an increase of $5.6 million in bad debt expense, an increase of $5.4 million in third-party technology services costs, and an increase of $5.1 million in lease impairment charges.”
NET 10-K
Cloud-Based Services can stay leader-led if MELI and the next software names fail to join while NET keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.