8 names are moving together; 38% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| FN | Fabrinet | Technology | +1.6% | Group member |
| VLTO | Veralto Corp | Industrials | -1.1% | Group member |
| NSP | Insperity, Inc. | Industrials | -1.9% | Group member |
| MA | Mastercard Incorporated | Financial Services | +0.1% | Group member |
| TSEM | Tower Semiconductor Ltd. | Technology | +11.3% | Most structurally connected |
| BW | Babcock & Wilcox Enterprises, I | Industrials | +1.1% | Group member |
| COHR | Coherent Corp. | Technology | +1.1% | Group member |
| LI | Li Auto Inc. | Consumer Cyclical | +2.1% | Group member |
Cohort
8 namesParticipation
38% this sessionObserved history
1 daily buildsFiling coverage
6/8 membersdemand / volume affecting revenue
“For the three months ended June 30, 2025, revenue increased to $29.6 million from $23.0 million in the three months ended June 30, 2024, primarily due to higher energy demand creating the need for additional boiler cleaning products and growth in the EMEA aftermarket.”
BW 10-Q
credit / rates affecting interest expense
“Loss from continuing operations increased by $64.0 million to $79.6 million in the three months ended March 31, 2026 compared to $15.6 million in the three months ended March 31, 2025, primarily driven by a non-cash change in fair value of customer warrants of $70.2 million and an increase in income tax expense of $2.2 million, partially offset by a reduction in interest expense of $6.6 million.”
BW 10-Q
restructuring affecting expense
“Cash flows used in operating activities was $8.5 million for the three months ended March 31, 2025, which is primarily attributed to the current net loss of $22.0 million, partially offset by non-cash adjustments arising from the impairment of long-lived assets of $8.8 million, depreciation and amortization of long-lived assets of $2.5 million, deferred financing fees of $1.5 million and operating lease expenses of $1.7 million.”
BW 10-Q
Industrial Lasers & Components can stay leader-led if MA and the next software names fail to join while TSEM keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.