8 names are moving together; 13% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ALB | Albemarle Corporation | Basic Materials | +2.1% | Group member |
| APLD | Applied Digital Corporation | Technology | -1.3% | Group member |
| CGNX | Cognex Corporation | Technology | +1.7% | Group member |
| HUT | Hut 8 Corp. | Financial Services | -0.8% | Group member |
| RIOT | Riot Platforms, Inc. | Financial Services | -0.1% | Most structurally connected |
| TSM | Taiwan Semiconductor Manufactur | Technology | -0.2% | Group member |
| OSS | One Stop Systems, Inc. | Technology | +4.3% | Group member |
| MDA | MDA Space Ltd. | Industrials | +7.7% | Group member |
Cohort
8 namesParticipation
13% this sessionObserved history
1 daily buildsFiling coverage
6/8 membersdemand / volume affecting revenue
“Of the increase, $3.7 million was due to the E4A Solutions Acquisition in December 2024, which was partially offset by a reduction of revenue resulting from change orders received on numerous custom projects.”
RIOT 10-Q
demand / volume
“The increase was primarily attributable to the record third-party data center demand for custom electrical equipment.”
RIOT 10-Q
credit / rates affecting interest expense
“Federal Reserve or similar national reserve banks in other countries tighten the monetary supply, we may incur increased borrowing costs (as interest rates increase on our variable rate credit facilities, as our various credit facilities mature or as we refinance any maturing fixed rate debt obligations), although these cost increases would be partially offset by increased income rates on portions of our cash deposits.”
ALB 10-Q
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.