11 names are moving together; 100% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| KEYS | Keysight Technologies Inc. | Technology | +2.1% | Group member |
| MPWR | Monolithic Power Systems, Inc. | Technology | +8.1% | 1/5 observed active sessions |
| LSCC | Lattice Semiconductor Corporati | Technology | -0.2% | 4/5 observed active sessions |
| GFS | GlobalFoundries Inc. | Technology | +0.2% | 2/5 observed active sessions |
| Q | Qnity Electronics, Inc. | Technology | +0.6% | 1/5 observed active sessions |
| AMKR | Amkor Technology, Inc. | Technology | +3.2% | 2/5 observed active sessions |
| SITM | SiTime Corporation | Technology | +1.3% | 2/5 observed active sessions |
| ADEA | Adeia Inc. | Technology | +5.0% | Group member |
| SANM | Sanmina Corporation | Technology | +1.0% | 1/5 observed active sessions |
| NVTS | Navitas Semiconductor Corporati | Technology | -1.5% | 1/5 observed active sessions |
| INTC | Intel Corporation | Technology | -1.0% | 3/5 observed active sessions |
Cohort
11 namesParticipation
100% this sessionObserved history
8 daily buildsThis identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
GFSsupplier · Current intraday read unavailable
Filing receipt · QUIK / GFS
“For our commercial products, we outsource wafer fabrication primarily to GlobalFoundries and Taiwan Semiconductor Manufacturing Company Limited ("TSMC").”
GFS · supplier
SANMsupplier · Moving with the group now · 115 min observed
Filing receipt · AMD / SANM
“For example, in October 2025, we acquired the data center infrastructure 23 Table of Contents manufacturing business of ZT Systems from Advanced Micro Devices, Inc., and…”
SANM · supplier
SITMsupplier · Moving with the group now · 115 min observed
Filing receipt · TSM / SITM
“We use Robert Bosch LLC (“Bosch”) in Germany, Taiwan Semiconductor Manufacturing Company (“TSMC”) and United Microelectronics Corporation ("UMC") in Taiwan, and Teledyne…”
SITM · supplier
INTCsupplier · Not moving with the group now
Filing receipt · MBLY / INTC
“Intel Corporation (“Intel”) acquired Mobileye for $15.3 billion in 2017, after which we became a wholly-owned subsidiary of Intel.”
INTC · supplier
GFSsupplier · Not moving with the group now
Filing receipt · CRUS / GFS
“We use a variety of foundries in the production of wafers, primarily supplied by GLOBALFOUNDRIES Inc., ("GlobalFoundries") and Taiwan Semiconductor Manufacturing Company…”
GFS · supplier