Feed / Theme
Confirmed

Semiconductor Manufacturing

17 names are moving together; 12% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
RMBSRambus, Inc.Technology-7.0%Group member
ASMLASML Holding N.V. - New York ReTechnology-2.5%Group member
SANMSanmina CorporationTechnology-4.6%Group member
AMDAdvanced Micro Devices, Inc.Technology-3.2%Most structurally connected
AEISAdvanced Energy Industries, IncIndustrials-3.5%Group member
BWABorgWarner Inc.Consumer Cyclical+0.1%Group member
STSensata Technologies Holding plTechnology+0.2%Group member
JBLJabil Inc.Technology-3.0%Group member
TSMTaiwan Semiconductor ManufacturTechnology-2.8%Group member
ACLSAxcelis Technologies, Inc.Technology-5.2%Group member
HSAIHesai GroupConsumer Cyclical-1.1%Group member
CGNXCognex CorporationTechnology-2.1%Group member
FLEXFlex Ltd.Technology-7.3%Group member
AMBAAmbarella, Inc.Technology-3.6%Group member
MCKMcKesson CorporationHealthcare+2.0%Group member
ADEAAdeia Inc.Technology-3.6%Group member
IPGPIPG Photonics CorporationTechnology-4.5%Group member

Why we believe this

Cohort

17 names

Participation

12% this session

Observed history

1 daily builds

Semiconductor Manufacturing can stay leader-led if AEIS and the next software names fail to join while AMD keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.