17 names are moving together; 47% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ENLT | Enlight Renewable Energy Ltd. | Utilities | +0.9% | Group member |
| CYPH | Cypherpunk Technologies Inc. | Financial Services | -2.1% | Group member |
| PSIX | Power Solutions International, | Industrials | -7.0% | 1/3 observed active sessions |
| SKYT | SkyWater Technology, Inc. | Technology | -2.2% | 1/3 observed active sessions |
| TSLA | Tesla, Inc. | Consumer Cyclical | -3.2% | 1/3 observed active sessions |
| GDS | GDS Holdings Limited | Technology | +0.1% | Group member |
| RUN | Sunrun Inc. | Technology | -0.4% | Group member |
| LGN | Legence Corp. | Industrials | -7.2% | Most structurally connected |
| BTX | BlackRock Technology and Privat | Financial Services | -2.4% | Group member |
| SMCI | Super Micro Computer, Inc. | Technology | -2.3% | Group member |
| HSAI | Hesai Group | Consumer Cyclical | -6.4% | Group member |
| ELVA | Electrovaya Inc. | Industrials | -9.7% | 1/3 observed active sessions |
| SHMD | SCHMID Group N.V. | Industrials | -2.8% | Group member |
| TLN | Talen Energy Corporation | Utilities | +2.8% | 2/3 observed active sessions |
| LPL | LG Display Co, Ltd AMERICAN DEP | Technology | -3.1% | Group member |
| SMTC | Semtech Corporation | Technology | -2.9% | Group member |
| AMBQ | Ambiq Micro, Inc. | Technology | -4.7% | Group member |
Cohort
17 namesParticipation
47% this sessionObserved history
13 daily buildsFiling coverage
10/17 membersdemand / volume affecting revenue
“The revenue increase in the Installation & Fabrication service line is primarily due to greater demand from data centers & technology as well as life sciences & healthcare clients, partially offset by lower demand from mixed-use clients and hospitality & entertainment clients within Other.”
LGN 10-K
credit / rates affecting interest expense
“Interest Expense The increase in interest expense is primarily attributable to higher average borrowings during the year ended December 31, 2025 compared to the year ended December 31, 2024.”
LGN 10-K
product pipeline / R&D affecting expense
“The overall increase in research and development in each period was primarily attributable to the ramp of product development spend on our Atomiq product which included costs related to increased employees and contracted engineers.”
AMBQ 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
SKYTsupplier · Current intraday read unavailable
Filing receipt · IFNNY / SKYT
“In connection with the Transaction, the Company entered into a multi-year supply agreement with certain of Infineon’s subsidiaries under a take-or-pay arrangement for th…”
SKYT · supplier
TSLAcustomer · Not moving with the group now
Filing receipt · MBLY / TSLA
“For example, Tesla had previously incorporated our ADAS solutions in their vehicles but transitioned to their own in-house ADAS solutions in 2017.”
TSLA · customer
SKYTsupplier · Not moving with the group now
Filing receipt · ENTG / SKYT
“LTD.”
SKYT · supplier
TLNpartner · Not moving with the group now
Filing receipt · WULF / TLN
“The Nautilus Cryptomine Facility Located in Berwick, Pennsylvania, Nautilus was a joint venture between TeraWulf and Talen Member.”
TLN · partner
SMCIsupplier · Moving with the group now · 115 min observed
Filing receipt · RBRK / SMCI
“Manufacturing We rely on a limited number of contract manufacturers, including Super Micro Computer, Inc., or Supermicro, to assemble, test, and load our software onto S…”
SMCI · supplier