Confirmed
Chinese Data Centers
3 names are moving together; 67% are participating in the current session.
1 observed Confirmed episode
Co-movement
Observed member paths adjusted against SPY. Shading marks the latest observation window.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| VNET | VNET Group, Inc. | Technology | -2.0% | 1/1 observed active sessions |
| CDLR | Cadeler A/S | Industrials | -0.1% | 1/1 observed active sessions |
| GDS | GDS Holdings Limited | Technology | +2.4% | 1/1 observed active sessions |
Why we believe this
Cohort
3 namesParticipation
67% this sessionObserved history
4 daily buildsThis identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
2026-07-301 observed active session · 100% of active names held across the episode