9 names are moving together; 33% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| PLUS | ePlus inc. | Technology | +0.7% | 6/9 observed active sessions |
| RSI | Rush Street Interactive, Inc. | Consumer Cyclical | +2.6% | Group member |
| CMPR | Cimpress PLC | Industrials | -0.5% | 4/9 observed active sessions |
| NFLX | Netflix, Inc. | Communication Services | +0.7% | 4/9 observed active sessions |
| WKC | World Kinect Corporation | Energy | +1.8% | 2/9 observed active sessions |
| SCSC | ScanSource, Inc. | Technology | +1.4% | 7/9 observed active sessions |
| CNXN | PC Connection, Inc. | Technology | +1.5% | 6/9 observed active sessions |
| SLRC | SLR Investment Corp. | Financial Services | -0.4% | 5/9 observed active sessions |
| APEI | American Public Education, Inc. | Consumer Defensive | +1.2% | 4/9 observed active sessions |
Cohort
9 namesParticipation
33% this sessionObserved history
25 daily buildsFiling coverage
9/9 membersrestructuring affecting expense
“Management continued to execute these plans in 2026, and as a result of the actions taken during the first quarter of 2026, we recognized charges for exit activities totaling $1.0 million, comprised of charges associated with various legal matters and contract termination costs of $7.8 million and severance and compensation costs of $0.9 million, which were partially offset by a net noncash gain on the sale of assets of $7.7 million.”
WKC 10-Q
credit / rates affecting interest expense
“Acquisitions and Divestitures, partially offset by a decrease in interest expense, driven by a decrease in our average interest rates and daily borrowings, and an increase in other investment income.”
WKC 10-K
demand / volume
“Total volumes increased by 0.1 million metric tons, or 4%, to 3.9 million, largely due to the lower demand seen during the three months ended March 31, 2025 as a result of market uncertainty with respect to international trade.”
WKC 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
CNXNsupplier · Not moving with the group now
Filing receipt · MSFT / CNXN
“We offer a broad selection of over 460,000 products at competitive prices, including products from vendors like Apple, Cisco, Dell Inc., HP Inc., Hewlett-Packard Enterpr…”
CNXN · supplier
SCSCcustomer · Not moving with the group now
Filing receipt · FIVN / SCSC
“Our key suppliers includ e AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, Ingenico, Lumen, Micro…”
SCSC · customer
CNXNsupplier · Not moving with the group now
Filing receipt · CSCO / CNXN
“We offer a broad selection of over 460,000 products at competitive prices, including products from vendors like Apple, Cisco, Dell Inc., HP Inc., Hewlett-Packard Enterpr…”
CNXN · supplier
SCSCcustomer · Not moving with the group now
Filing receipt · FTNT / SCSC
“Our key suppliers includ e AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, Ingenico, Lumen, Micro…”
SCSC · customer
CNXNsupplier · Not moving with the group now
Filing receipt · SNX / CNXN
“We generally accept returns directly from the customer and then either credit the customer’s account or ship the customer a replacement or similar product from our inven…”
CNXN · supplier