7 names are moving together; 43% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| HRB | H&R Block, Inc. | Consumer Cyclical | -0.5% | Group member |
| CTRI | Centuri Holdings, Inc. | Utilities | +3.6% | Group member |
| NP | Neptune Insurance Holdings Inc. | Financial Services | +0.4% | Group member |
| DLR | Digital Realty Trust, Inc. | Real Estate | -2.5% | Group member |
| IRM | Iron Mountain Incorporated (Del | Real Estate | -1.8% | Group member |
| EQIX | Equinix, Inc. | Real Estate | -2.6% | Most structurally connected |
| FWONA | Liberty Media Corporation - Ser | Communication Services | -2.5% | Group member |
Cohort
7 namesParticipation
43% this sessionObserved history
1 daily buildsFiling coverage
7/7 memberscredit / rates affecting interest expense
“The increase to interest expense driven by debt issuances was partially offset by the repayment of the 2.625% Senior Notes in the fourth quarter of 2024 and the 1.250% Senior Notes and 1.000% Senior Notes in the third quarter of 2025.”
EQIX 10-Q
capital investment / capacity affecting expense
“During the year ended December 31, 2025, EMEA adjusted EBITDA increased by $183 million or 13% (12% on a constant currency basis), primarily due to higher revenues as a result of IBX data center expansion activity and organic growth and lower utilities costs, partially offset by lower revenues as a result of non-recurring services provided to our joint ventures, as described above.”
EQIX 10-K
demand / volume affecting orders
“Growth in Americas revenues was primarily due to: 43 Table of Contents • $124 million of incremental revenues from non-recurring services provided to our joint ventures; • approximately $54 million of incremental revenues generated from IBX data center expansion projects which were completed within the twelve months ended June 30, 2026; and • an increase in orders from both our existing customers and new customers during the period, driven by the realization of strong bookings.”
EQIX 10-Q
Data Center REITs can stay leader-led if DLR and the next software names fail to join while EQIX keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.