Inactive · established relationshipLatest completed snapshot · Jul 14 · 18:03 ET

MARKET-DISCOVERED GROUP

Infrastructure Technology

THE TRADER READRecurring relationship, inactive in the latest snapshot

Price direction is split across 22 measured members. Capital-flow agreement is 25%, so the basket is not yet clean.

Price breadth7 up · 15 downRelative median unavailable

Capital-flow alignment25%Price breadth is not yet confirmed by flow

Activity nowCalmActivity score 13/100 · lift 0.8×

Evidence depth2 episodesLow sample—context, not a validated playbook

EVIDENCE CLOCK

What happened, in timestamp order

0 timed events

TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

WED, FEB 25TPC filing documented shared operating contextdemand / volume affecting revenue · date precision only

TUE, APR 7AEHR filing documented shared operating contextdemand / volume affecting revenue · date precision only

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations

Price sequence unavailableA timestamped price sequence is unavailable.

RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast

WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

28/28 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AMRC, CIEN, CTRI, EME, ETN, FIX, GEV, ICHR, IESC, INTT, IPGP, LSCC, MTZ, NXT, POWL, PWR, SHLS, STRL, TPC, TTMI, VICR, VRT.

demand / volume affecting revenue

“Specialty Contractors Segment Revenue and loss from construction operations for the Specialty Contractors segment are summarized as follows: Year Ended December 31, (in millions) 2025 2024 Revenue $ 844.0 $ 590.4 Loss from construction operations (7.5) (103.3) Revenue for 2025 increased 43% compared to 2024, primarily due to increased project execution activities on the electrical and mechanical components of various newer projects across diverse end markets, all with substantial scope of work remaining and driven by overall strong market demand.”
TPC 10-K · 2026-02-26

demand / volume

“The decrease was merely due to the timing of project awards, as the Company continues to see strong customer demand and a robust pipeline of bidding opportunities across its end markets.”
TPC 10-Q · 2026-08-05

credit / rates affecting interest expense

“Interest expense decreased $34.1 million in 2025 compared to 2024 primarily due to lower outstanding debt driven by the early payoff of the Term Loan B in the first quarter of 2025, as discussed further in Liquidity and Capital Resources .”
TPC 10-K · 2026-02-26

CONFIRMATION NETWORK

Outsiders and cross-asset links

1 outsiders confirming

No qualified cross-asset lead/lag link is available for this group.

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

PRIMMoving with group

CTRI · text peer

AGXNot confirming

IESC · text peer

MWHNot confirming

SHLS · text peer

AMSCNot confirming

GEV · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately

TPCMTZEMELASRETNIPGPVICRLSCCJBLTTMIAEHRIESCSTRLTERCIENFIXMYRGCTRIAMRCVRTPWRNXTPOWLGLW

9/28 active7 rising · 15 falling

MemberUnusual activityToday's moveRead now

TPCTutor Perini Corporation

Most unusual · 100/100

+0.6%

Active; unclassifiedActive in 28.6% of observed group sessions

MTZMasTec, Inc.

Elevated · 99/100

-2.0%

Active; unclassifiedActive in 14.3% of observed group sessions

EMEEMCOR Group, Inc.

Elevated · 52/100

-1.5%

Active; unclassifiedActive in 42.9% of observed group sessions

LASRnLIGHT, Inc.

Elevated · 51/100

+0.5%

Active; unclassifiedActive in 0% of observed group sessions

ETNEaton Corporation, PLC

Elevated · 47/100

+1.0%

Active; unclassifiedActive in 14.3% of observed group sessions

IPGPIPG Photonics Corporation

Elevated · 46/100

-1.3%

Active; unclassifiedActive in 0% of observed group sessions

VICRVicor Corporation

Elevated · 45/100

-3.7%

Active; unclassifiedActive in 0% of observed group sessions

LSCCLattice Semiconductor Corporation

Quiet · 44/100

+0.1%

Watch / laggardActive in 0% of observed group sessions

JBLJabil Inc.

Quiet · 43/100

-1.1%

Watch / laggardActive in 0% of observed group sessions

TTMITTM Technologies, Inc.

Quiet · 43/100

-3.3%

Watch / laggardActive in 28.6% of observed group sessions

AEHRAehr Test Systems

Quiet · 43/100

—

Watch / laggardActive in 0% of observed group sessions

IESCIES Holdings, Inc.

Quiet · 42/100

+0.3%

Watch / laggardActive in 57.1% of observed group sessions

STRLSterling Infrastructure, Inc.

Quiet · 41/100

-0.8%

Watch / laggardActive in 0% of observed group sessions

TERTeradyne, Inc.

Quiet · 41/100

-1.9%

Watch / laggardActive in 28.6% of observed group sessions

CIENCiena Corporation

Quiet · 38/100

+0.8%

Watch / laggardActive in 0% of observed group sessions

FIXComfort Systems USA, Inc.

Quiet · 34/100

-1.1%

Watch / laggardActive in 28.6% of observed group sessions

MYRGMYR Group Inc.

Quiet · 33/100

-2.2%

Watch / laggardActive in 14.3% of observed group sessions

CTRICenturi Holdings, Inc.

Quiet · 33/100

-1.9%

Watch / laggardActive in 14.3% of observed group sessions

AMRCAmeresco, Inc.

Quiet · 31/100

—

Watch / laggardActive in 0% of observed group sessions

VRTVertiv Holdings Co

Quiet · 29/100

-1.0%

Watch / laggardActive in 0% of observed group sessions

PWRQuanta Services, Inc.

Quiet · 28/100

-3.5%

Watch / laggardActive in 0% of observed group sessions

NXTNextpower Inc.

Quiet · 26/100

-1.9%

Watch / laggardActive in 0% of observed group sessions

POWLPowell Industries, Inc.

Quiet · 22/100

+0.1%

Watch / laggardActive in 28.6% of observed group sessions

GLWCorning Incorporated

Quiet · 19/100

-1.1%

Watch / laggardActive in 42.9% of observed group sessions

View exact member values

TICKER	Company	Role now	Today	Observed history	Trader interpretation
TPC	Tutor Perini Corporation	Most unusual	+0.6%	28.6% of 7 sessions	Most unusual activity in this snapshot; performance direction may differ.
MTZ	MasTec, Inc.	Participating	-2.0%	14.3% of 7 sessions	Price participation is not yet confirmed by per-name flow.
EME	EMCOR Group, Inc.	Participating	-1.5%	42.9% of 7 sessions	Price participation is not yet confirmed by per-name flow.
LASR	nLIGHT, Inc.	Participating	+0.5%	0% of 7 sessions	Price participation is not yet confirmed by per-name flow.
ETN	Eaton Corporation, PLC	Participating	+1.0%	14.3% of 7 sessions	Price participation is not yet confirmed by per-name flow.
IPGP	IPG Photonics Corporation	Participating	-1.3%	0% of 7 sessions	Price participation is not yet confirmed by per-name flow.
VICR	Vicor Corporation	Participating	-3.7%	0% of 7 sessions	Price participation is not yet confirmed by per-name flow.
LSCC	Lattice Semiconductor Corporation	Quiet / lagging	+0.1%	0% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.
JBL	Jabil Inc.	Quiet / lagging	-1.1%	0% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.
TTMI	TTM Technologies, Inc.	Quiet / lagging	-3.3%	28.6% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.
AEHR	Aehr Test Systems	Quiet / lagging	—	0% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.
IESC	IES Holdings, Inc.	Quiet / lagging	+0.3%	57.1% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.
STRL	Sterling Infrastructure, Inc.	Quiet / lagging	-0.8%	0% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.
TER	Teradyne, Inc.	Quiet / lagging	-1.9%	28.6% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.
CIEN	Ciena Corporation	Quiet / lagging	+0.8%	0% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.
FIX	Comfort Systems USA, Inc.	Quiet / lagging	-1.1%	28.6% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.
MYRG	MYR Group Inc.	Quiet / lagging	-2.2%	14.3% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.
CTRI	Centuri Holdings, Inc.	Quiet / lagging	-1.9%	14.3% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.
AMRC	Ameresco, Inc.	Quiet / lagging	—	0% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.
VRT	Vertiv Holdings Co	Quiet / lagging	-1.0%	0% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.
PWR	Quanta Services, Inc.	Quiet / lagging	-3.5%	0% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.
NXT	Nextpower Inc.	Quiet / lagging	-1.9%	0% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.
POWL	Powell Industries, Inc.	Quiet / lagging	+0.1%	28.6% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.
GLW	Corning Incorporated	Quiet / lagging	-1.1%	42.9% of 7 sessions	Not participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome

POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

Low structural sample

Only 2 completed episodes across 7 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support20 daysHow often the cohort identity was observed

Completed episodes2Separate periods of broad group activity

Active sessions7Completed session observations, not trades

2026-07-071 active session100% composition consistency through the episode

2026-06-24 → 2026-07-026 active sessionsNo name was active through every recorded session

MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS

IESC57.1% · 2 episodes

EME42.9% · 2 episodes

GLW42.9% · 1 episode

FIX28.6% · 1 episode

POWL28.6% · 1 episode

TER28.6% · 2 episodes

TPC28.6% · 2 episodes

TTMI28.6% · 1 episode

CTRI14.3% · 1 episode

ETN14.3% · 1 episode

GEV14.3% · 1 episode

MTZ14.3% · 1 episode

MYRG14.3% · 1 episode

AEHR0% · 0 episodes

AMRC0% · 0 episodes

CIEN0% · 0 episodes

ICHR0% · 0 episodes

INTT0% · 0 episodes

IPGP0% · 0 episodes

JBL0% · 0 episodes

LASR0% · 0 episodes

LSCC0% · 0 episodes

NXT0% · 0 episodes

PWR0% · 0 episodes

SHLS0% · 0 episodes

STRL0% · 0 episodes

VICR0% · 0 episodes

VRT0% · 0 episodes