15 names are moving together; 20% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| CSTM | Constellium SE | Basic Materials | -2.8% | Group member |
| HPE | Hewlett Packard Enterprise Comp | Technology | +1.6% | Group member |
| YMM | Full Truck Alliance Co. Ltd. | Technology | -0.6% | Group member |
| BEKE | KE Holdings Inc | Real Estate | -0.2% | Most structurally connected |
| CALX | Calix, Inc | Technology | +2.2% | Group member |
| ARRY | Array Technologies, Inc. | Technology | — | Group member |
| BCAT | BlackRock Capital Allocation Term Trust | Financial Services | — | Group member |
| DRTS | Alpha Tau Medical Ltd. | Healthcare | — | Group member |
| ECAT | BlackRock ESG Capital Allocation Term Trust | Financial Services | — | Group member |
| HPE-P-C | — | — | — | Group member |
| HPE-PC | Hewlett Packard Enterprise Comp | — | — | Group member |
| PRLB | Proto Labs, Inc. | Industrials | — | Group member |
| SHMD | SCHMID Group N.V. | Industrials | — | Group member |
| VIVO | VivoPower PLC | Technology | — | Group member |
| VVPR | — | — | — | Group member |
Cohort
15 namesParticipation
20% this sessionObserved history
21 daily buildsThis identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
HPEsupplier · Not moving with the group now
Filing receipt · AVGO / HPE
“In some instances, our single-source suppliers (e.g., Intel and AMD as suppliers of certain x86 processors Broadcom and others for industry standard Application-Specific…”
HPE · supplier
HPEsupplier · Not moving with the group now
Filing receipt · NVDA / HPE
“In some instances, our single-source suppliers (e.g., Intel and AMD as suppliers of certain x86 processors Broadcom and others for industry standard Application-Specific…”
HPE · supplier
HPEsupplier · Current intraday read unavailable
Filing receipt · BTBT / HPE
“Technology WhiteFiber has established formal relationships with leading technology providers, including NVIDIA, Super Micro, Dell, Hewlett Packard Enterprise, Super Micr…”
HPE · supplier
HPEcompetitor · Not moving with the group now
Filing receipt · ANET / HPE
“The data center and campus networking markets have historically been dominated by Cisco, with competition also coming from other large network equipment and system vendo…”
HPE · competitor
CALXcompetitor · Not moving with the group now
Filing receipt · AMZN / CALX
“Vendors with which we may compete include: ADTRAN Holdings, Inc.; Ciena Corporation; CommScope Holding Company, Inc.; eero/Ring (Amazon companies); Harmonic Inc.; Huawei…”
CALX · competitor