10 names are moving together; 40% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| SATL | Satellogic Inc. | Industrials | -0.9% | Group member |
| SUNE | SUNation Energy, Inc. | Technology | -13.2% | Group member |
| P | Everpure, Inc. | Technology | +2.2% | Group member |
| GDS | GDS Holdings Limited | Technology | -2.3% | Group member |
| CRWD | CrowdStrike Holdings, Inc. | Technology | +12.2% | Most structurally connected |
| AWK | American Water Works Company, I | Utilities | +0.0% | Group member |
| WTRG | Essential Utilities, Inc. | Utilities | +0.0% | Group member |
| KIDZ | KIDZ AI Inc. | Consumer Defensive | -3.9% | Group member |
| CADL | Candel Therapeutics, Inc. | Healthcare | +2.5% | Group member |
| SKM | SK Telecom Co., Ltd. | Communication Services | -0.4% | Group member |
Cohort
10 namesParticipation
40% this sessionObserved history
1 daily buildsFiling coverage
8/10 memberscredit / rates affecting interest expense
“ion and amortization, $31.2 million of amortization of intangibles assets, $17.2 million of non-cash operating lease costs, $5.4 million of non-cash interest expense, and $1.6 million change in fair value of strategic investments, partially offset by $14.8 million of deferred income taxes and $4.2 million of realized gains on strategic investments.”
CRWD 10-K
demand / volume
“Demand for our incident response services is driven by the number of breaches experienced by non-customers.”
CRWD 10-Q
demand / volume affecting orders
“In addition, we experience seasonal fluctuations in our financial results as we typically receive a higher percentage of our annual orders from new customers, as well as renewal orders from existing customers, in the second half of the fiscal year as compared to the first half of the year due to the annual budget approval processes of many of our customers.”
CRWD 10-Q
Water & Tech Solutions can stay leader-led if GDS and the next software names fail to join while CRWD keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.