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Confirmed

Infrastructure Services

22 names are moving together; 23% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
CATCaterpillar, Inc.Industrials-2.1%Group member
POWLPowell Industries, Inc.Industrials+5.4%Group member
FIXComfort Systems USA, Inc.Industrials-2.1%Group member
IESCIES Holdings, Inc.Industrials+1.3%Group member
ECGEverus Construction Group, Inc.Industrials+0.3%Group member
ETNEaton Corporation, PLCIndustrials-0.7%Group member
CMICummins Inc.Industrials-1.5%Group member
PWRQuanta Services, Inc.Industrials-1.8%Group member
RRXRegal Rexnord CorporationIndustrials+0.9%Group member
EMEEMCOR Group, Inc.Industrials-0.7%Group member
VRTVertiv Holdings, LLCIndustrials+0.3%Group member
STRLSterling Infrastructure, Inc.Industrials-1.5%Group member
SPXCSPX Technologies, Inc.Industrials-0.5%Group member
MYRGMYR Group, Inc.Industrials-1.1%Group member
JCIJohnson Controls InternationalIndustrials-1.8%Group member
MTZMasTec, Inc.Industrials-2.0%Group member
RBCRBC Bearings IncorporatedIndustrials+0.2%Group member
MWHSOLV Energy, Inc.Utilities+3.3%Group member
WTSWatts Water Technologies, Inc.Industrials-0.2%Group member
DOCNDigitalOcean Holdings, Inc.Technology-5.4%Most structurally connected
AGXArgan, Inc.Industrials-1.6%Group member
BMIBadger Meter, Inc.Technology+1.8%Group member

Why we believe this

Cohort

22 names

Participation

23% this session

Observed history

1 daily builds

Filing coverage

22/22 members

demand / volume affecting revenue

Sales of products into the global flow instrumentation end markets were $25.9 million compared to the prior year’s $26.1 million, a decrease of 1.0%, as a result of steady order demand within the water-focused end markets, offset by decreases in de-emphasized industrial markets.

BMI 10-Q

demand / volume

Demand for industrial construction services in this region continues to be driven by increased manufacturing investment, infrastructure upgrades, data center development, biotechnology and life sciences projects, energy storage deployment, and clean water and environmental initiatives.

AGX 10-K

demand / volume affecting backlog

Project backlog amounts may be uncertain indicators of future revenues as project realization may be subject to unexpected adjustments, delays and cancellations.

AGX 10-K

Infrastructure Services can stay leader-led if IESC and the next software names fail to join while DOCN keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.