5 names are moving together; 60% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| STNE | StoneCo Ltd. | Technology | +1.3% | Group member |
| CMCSA | Comcast Corporation | Communication Services | -3.4% | Most structurally connected |
| LBRDK | Liberty Broadband Corporation | Communication Services | -2.9% | Group member |
| CHTR | Charter Communications, Inc. | Communication Services | -2.6% | Group member |
| LBRDA | Liberty Broadband Corporation | Communication Services | -2.7% | Group member |
| SXT | Sensient Technologies Corporati | Basic Materials | -0.3% | Group member |
Cohort
5 namesParticipation
60% this sessionObserved history
1 daily buildsFiling coverage
5/6 membersinput costs affecting expense
“Customer operations decreased $33 million during the nine months ended September 30, 2025 compared to the corresponding period in 2024 primarily due to lower labor costs, partly offset by higher bad debt expense.”
CHTR 10-Q
credit / rates affecting interest expense
“Consolidated interest expense increased for the three months ended March 31, 2026 c ompared to the same period in 2025 primarily due to decreases in capitalized interest driven by the opening of Epic Universe.”
CMCSA 10-Q
capital investment / capacity affecting expense
“Depreciation and amortization expense increased $30 million during the three months ended March 31, 2026 compared to the corresponding period in 2025 primarily due to an increase in depreciation as a result of more recent capital expenditures, partly offset by certain assets becoming fully depreciated.”
CHTR 10-Q
Telecom and Connectivity can stay leader-led if LBRDA and the next software names fail to join while CMCSA keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.