product pipeline / R&D affecting expense
“The remaining increase is due to an increase in costs to support research and development initiatives, including a $7.4 million increase in professional service fees and allocated overhead costs.”
IONQ 10-K
Confirmed
Quantum Computing
16 names are moving together; 0% are participating in the current session.
30 observed daily builds
Co-movement
Observed member paths adjusted against SPY. Shading marks the latest observation window.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| TMC | TMC the metals company Inc. | Basic Materials | -1.9% | Group member |
| USAR | USA Rare Earth, Inc. | Basic Materials | +2.1% | Group member |
| IONQ | IonQ, Inc. | Technology | +1.9% | Most structurally connected |
| PL | Planet Labs PBC | Industrials | +1.2% | Group member |
| RGTI | Rigetti Computing, Inc. | Technology | +0.6% | Group member |
| QBTS | D-Wave Quantum Inc. | Technology | +0.5% | Group member |
| ADUR | Aduro Clean Technologies Inc. | Industrials | — | Group member |
| BBAI | BigBear.ai, Inc. | Technology | — | Group member |
| BTQ | BTQ Technologies Corp. | Technology | — | Group member |
| CHAI | Core AI Holdings, Inc. | Communication Services | — | Group member |
| CLRB | Cellectar Biosciences, Inc. | Healthcare | — | Group member |
| IONQ-WS | — | — | — | Group member |
| LODE | Comstock Inc. | Basic Materials | — | Group member |
| LPTH | LightPath Technologies, Inc. | Technology | — | Group member |
| QUBT | Quantum Computing Inc. | Technology | — | Group member |
| SES | SES AI Corporation | Consumer Cyclical | — | Group member |
Why we believe this
Cohort
16 namesParticipation
0% this sessionObserved history
55 daily buildsFiling coverage
12/16 memberscredit / rates affecting interest expense
“The change in interest expense during the three months ended March 31, 2026 as compared to the three months ended March 31, 2025 is primarily due to a lower average principal balance on the 2029 Convertible Notes due to the conversion of the remaining balance during the three months ended March 31, 2026.”
BBAI 10-Q
restructuring
“The decrease in the effective tax rate for the year ended December 31, 2024 from the year ended December 31, 2023 was primarily due to significant pre-tax loss, non-deductible goodwill impairment and derivative losses, largely offset by an increase in valuation allowance.”
BBAI 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
Connected, outside the group
AMZN
RGTIcustomer · Not moving with the group now
Filing receipt · AMZN / RGTI
“The system will be installed on-premises at C - DAC’s Bengaluru center and is expected to be deployed in the second half of 2026.”
RGTI · customer
MSFT
BBAIsupplier · Not moving with the group now
Filing receipt · MSFT / BBAI
“We depend on computing infrastructure operated by Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and other third parties and data centers to su…”
BBAI · supplier
INFQ
IONQtext peer · Current intraday read unavailable
No filing excerpt is available for this relationship.
LMT
LPTHcustomer · Not moving with the group now
Filing receipt · LMT / LPTH
“Visimid’s development contract with Lockheed Martin also contributed to the decrease, as the timing and dollar value of deliverables is not always consistent, which caus…”
LPTH · customer
QMCO
IONQcustomer · Current intraday read unavailable
Filing receipt · QMCO / IONQ
“We currently make access to our quantum computers available via three major cloud platforms, Amazon Web Services’ (“AWS”) Amazon Braket, Microsoft’s Azure Quantum and Go…”
IONQ · customer
History
2026-06-1016 names in the durable cohort
2026-06-0947 names in the durable cohort
2026-06-0847 names in the durable cohort
2026-06-0534 names in the durable cohort
2026-06-0427 names in the durable cohort
2026-06-0319 names in the durable cohort
2026-06-0220 names in the durable cohort
2026-06-0117 names in the durable cohort
2026-05-2911 names in the durable cohort
2026-05-2811 names in the durable cohort
2026-05-2715 names in the durable cohort
2026-05-2617 names in the durable cohort
2026-05-2217 names in the durable cohort
2026-05-2115 names in the durable cohort
2026-05-2015 names in the durable cohort
2026-05-1916 names in the durable cohort
2026-05-1816 names in the durable cohort
2026-05-1521 names in the durable cohort
2026-05-1421 names in the durable cohort
2026-05-1316 names in the durable cohort
2026-05-1218 names in the durable cohort
2026-05-1124 names in the durable cohort
2026-05-0812 names in the durable cohort
2026-05-0719 names in the durable cohort
2026-05-0623 names in the durable cohort
2026-05-0532 names in the durable cohort
2026-05-0432 names in the durable cohort
2026-05-0126 names in the durable cohort
2026-04-3025 names in the durable cohort
2026-04-2916 names in the durable cohort