19 names are moving together; 84% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ABAT | American Battery Technology Com | Industrials | -4.6% | Group member |
| LTBR | Lightbridge Corporation | Industrials | -8.4% | Group member |
| RR | Richtech Robotics Inc. | Industrials | -4.6% | 1/2 observed active sessions |
| BTDR | Bitdeer Technologies Group | Technology | -8.8% | Group member |
| LEU | Centrus Energy Corp. | Energy | -8.6% | Group member |
| SES | SES AI Corporation | Consumer Cyclical | -8.3% | Most structurally connected |
| NNE | Nano Nuclear Energy Inc. | Industrials | -4.5% | Group member |
| LTRX | Lantronix, Inc. | Technology | -5.0% | Group member |
| GILT | Gilat Satellite Networks Ltd. | Technology | -3.8% | Group member |
| OPTX | Syntec Optics Holdings, Inc. | Technology | -8.9% | Group member |
| TSSI | TSS, Inc. | Technology | -2.1% | Group member |
| OKLO | Oklo Inc. | Utilities | -6.0% | 2/2 observed active sessions |
| SMR | NuScale Power Corporation | Industrials | -7.4% | 2/2 observed active sessions |
| OSS | One Stop Systems, Inc. | Technology | -5.3% | 2/2 observed active sessions |
| HOVR | New Horizon Aircraft Ltd. | Industrials | -2.3% | Group member |
| SPIR | Spire Global, Inc. | Industrials | -5.3% | 1/2 observed active sessions |
| IMSR | Terrestrial Energy Inc. | Utilities | -8.5% | 1/2 observed active sessions |
| JOBY | Joby Aviation, Inc. | Industrials | -3.0% | Group member |
| ASPI | ASP Isotopes Inc. | Basic Materials | -8.7% | 1/2 observed active sessions |
Cohort
19 namesParticipation
84% this sessionObserved history
10 daily buildsFiling coverage
17/19 membersproduct pipeline / R&D affecting expense
“These increases were partially offset by a $1.4 million decrease in personnel costs and a $0.8 million decrease in 18 Table of Contents stock-based compensation mainly attributable to headcount reductions resulting from the Company focusing on core research and development activities.”
SES 10-Q
credit / rates affecting interest expense
“The Company has no t recognized interest expense or penalties as a result of the implementation of ASC 740-10.”
ASPI 10-K
capital investment / capacity affecting capex
“This increase in cash provided was primarily attributable to an $88.4 million increase in cash provided by the maturities of short-term investments, net of purchases in the current year period compared to the prior year period and $0.6 million of lower capital expenditures Financing Activities Net cash used in financing activities for the three months ended March 31, 2026 was $2.0 million, consisting mainly of payments for withholding taxes on share vesting, compared to an immaterial amount for the three months ended March 31, 2025.”
SES 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
SMRsupplier · Not moving with the group now
Filing receipt · FLR / SMR
“NuScale has supported their scope of this FEED Phase 2 as a subcontractor to Fluor.”
SMR · supplier
JOBYsupplier · Not moving with the group now
Filing receipt · AIRO / JOBY
“We also serve as an avionics supplier for OEMs, including Robinson Helicopters, Pilatus, Honeywell, and Joby Aviation.”
JOBY · supplier
JOBYcustomer · Not moving with the group now
Filing receipt · DAL / JOBY
“In October 2022, we raised net proceeds of $60.0 million from the sale of 11,044,232 shares of our common stock and warrants to Delta Air Lines, Inc.”
JOBY · customer
OSSsupplier · Not moving with the group now
Filing receipt · NVDA / OSS
“NVIDIA, a key supplier of GPUs to the market, lists more than 500 such applications across a broad set of market spaces, along with focused teams on specific industries…”
OSS · supplier
JOBYcustomer · Not moving with the group now
Filing receipt · SRTA / JOBY
“The Passenger business acquired by the Joby Buyer pursuant to the Joby Purchase Agreement consisted of the Company’s business of offering, selling, promoting, marketing,…”
JOBY · customer