21 names are moving together; 62% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| GLXY | Galaxy Digital Inc. | Financial Services | -6.2% | Group member |
| FEIM | Frequency Electronics, Inc. | Technology | -5.5% | 1/8 observed active sessions |
| TSAT | Telesat Corporation | Technology | -9.3% | Group member |
| CLSK | CleanSpark, Inc. | Financial Services | -3.7% | 4/8 observed active sessions |
| HIVE | HIVE Digital Technologies Ltd | Financial Services | -3.6% | 2/8 observed active sessions |
| WATT | Energous Corporation | Technology | -6.4% | 1/8 observed active sessions |
| QS | QuantumScape Corporation | Consumer Cyclical | -4.3% | Group member |
| BTBT | Bit Digital, Inc. | Financial Services | -2.9% | Group member |
| WRD | WERIDE INC. | Technology | +3.2% | Group member |
| FATN | FatPipe, Inc. | Technology | -8.2% | Group member |
| RUM | RUM Group Inc. | Communication Services | -3.3% | Group member |
| MARA | MARA Holdings, Inc. | Financial Services | -3.3% | 4/8 observed active sessions |
| EVGO | EVgo Inc. | Consumer Cyclical | -3.6% | Group member |
| SLNH | Soluna Holdings, Inc. | Financial Services | -10.7% | Group member |
| VSAT | ViaSat, Inc. | Technology | -5.5% | 1/8 observed active sessions |
| SRTA | Strata Critical Medical, Inc. | Healthcare | -2.3% | Group member |
| RIVN | Rivian Automotive, Inc. | Consumer Cyclical | -1.0% | Group member |
| KOPN | Kopin Corporation | Technology | -7.2% | Group member |
| AUR | Aurora Innovation, Inc. | Consumer Cyclical | -4.7% | 1/8 observed active sessions |
| LPTH | LightPath Technologies, Inc. | Technology | -5.8% | Group member |
| PONY | Pony AI Inc. | Technology | +1.5% | 1/8 observed active sessions |
Cohort
21 namesParticipation
62% this sessionObserved history
46 daily buildsFiling coverage
18/21 memberscredit / rates affecting interest expense
“Net interest expense for the three months ended March 31, 2025 was approximately $22,000 from short-term loan interest expense of $187,000, partially offset by interest income of $165,000 earned in our money market account.”
WATT 10-Q
product pipeline / R&D affecting expense
“Research and development expenses increased by $13 million, or 7%, to $195 million in the three months ended March 31, 2026 from $182 million in the three months ended March 31, 2025, primarily driven by an increase in non-cash stock-based compensation costs, personnel costs, and cloud spend, partially offset by costs now recognized as cost of revenue after commercial launch in April 2025 as well as costs now recognized as selling, general and administrative due to a realignment of resources.”
AUR 10-Q
restructuring affecting expense
“During 2024, cash flows used in operating activities were $17.6 million, consisting of a net loss of $18.4 million, less adjustments to reconcile net loss to net cash used in operating activities aggregating $1.1 million (principally stock-based compensation of $0.8 million, depreciation and amortization expense of $0.2 million, loss on extinguishment of short-term debt of $0.2 million, issuance of common stock to consultant of $0.1 million and accrued interest of $0.1 million, partially offset by change in fair value of warrant liability of $0.3 million), a $0.5 million decrease in operating lease liabilities, a $0.2 million decrease in accrued expenses, a $0.1 million decrease in accrued severance expense and a $0.1 million increase in inventory, partially offset by $0.7 million decrease in operating lease right-of-use assets.”
WATT 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
RIVNcustomer · Not moving with the group now
Filing receipt · AMZN / RIVN
“Commercial Vehicles The Rivian Commercial Van platform underpins the EDV variant, designed and engineered by Rivian in collaboration with Amazon.com, Inc.”
RIVN · customer
BTBTsupplier · Not moving with the group now
Filing receipt · WYFI / BTBT
“Professional and consulting fees were also higher, reflecting RSUs granted to consultants and consulting costs charged by Bit Digital to WhiteFiber per the TSA agreement.”
BTBT · supplier
LPTHcustomer · Not moving with the group now
Filing receipt · LMT / LPTH
“Visimid’s development contract with Lockheed Martin also contributed to the decrease, as the timing and dollar value of deliverables is not always consistent, which caus…”
LPTH · customer
BTBTsupplier · Not moving with the group now
Filing receipt · DGXX / BTBT
“A Colocation Services Agreement was entered into on April 20, 2023, by and between the Corporation and Bit Digital USA, Inc.”
BTBT · supplier
SRTAcustomer · Not moving with the group now
Filing receipt · JOBY / SRTA
“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,…”
SRTA · customer