Feed / Theme
Confirmed

Software Infrastructure

28 names are moving together; 50% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
EVGOEVgo Inc.Consumer Cyclical-3.6%Group member
RILYBRC Group Holdings, Inc.Financial Services-0.2%Group member
NTGRNETGEAR, Inc.Technology-0.6%Group member
SONYSony Group CorporationTechnology-0.8%Group member
FLNCFluence Energy, Inc.Utilities-6.1%Group member
PMPhilip Morris International IncConsumer Defensive-0.8%Group member
ATENA10 Networks, Inc.Technology-1.1%Group member
CDNSCadence Design Systems, Inc.Technology-1.7%Group member
IQiQIYI, Inc.Communication Services+1.3%Group member
KODKEastman Kodak CompanyIndustrials-1.0%Group member
NTAPNetApp, Inc.Technology-2.9%Group member
NTCTNetScout Systems, Inc.Technology-1.2%Group member
STRCStrategy Inc - Variable Rate SeTechnology-0.5%Group member
BZKANZHUN LIMITED - American DepoCommunication Services+3.9%Group member
DELLDell Technologies Inc.Technology-1.8%Group member
TALTAL Education GroupConsumer Defensive+0.5%Group member
PUSAAureus Greenway Holdings Inc.Consumer Cyclical-2.7%Group member
AMNAMN Healthcare Services IncHealthcare+4.7%Group member
DXYZDestiny Tech100 Inc.Financial Services-4.8%Group member
UTIUniversal Technical Institute IConsumer Defensive-0.9%Group member
XPROExpro Group Holdings N.V.Energy+0.9%Group member
MTVAMetaVia Inc.Healthcare+11.0%Most structurally connected
ASTLAlgoma Steel Group Inc.Basic Materials+0.4%Group member
TRAXFirst Tracks Biotherapeutics, IHealthcare-3.5%Group member

Why we believe this

Cohort

28 names

Participation

50% this session

Observed history

1 daily builds

Filing coverage

20/28 members

demand / volume affecting revenue

Revenue for our VMS business declined $32.6 million (or 31%) due to lower staffing utilization on the platforms along with several client losses, and our outsourced solutions business declined $6.8 million (or 44%) primarily due to lower demand.

AMN 10-K

credit / rates affecting interest expense

Interest expense increased during fiscal 2025, as compared to fiscal 2024, primarily due to contractual interest from the Senior Notes, partially offset by the decrease in interest related to debt that was settled in fiscal 2024.

CDNS 10-K

restructuring

If our operations are found to be in violation of any of these laws or any other governmental regulations that may apply to it, we may be subject to significant civil, criminal and administrative penalties, damages, fines, imprisonment, exclusion of products from government funded healthcare programs, such as Medicare and Medicaid, and the curtailment or restructuring of our operations.

MTVA 10-K

Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.

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.