15 names are moving together; 20% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| AMKR | Amkor Technology, Inc. | Technology | -3.6% | Group member |
| ALGM | Allegro MicroSystems, Inc. | Technology | -4.4% | Group member |
| ASX | ASE Technology Holding Co., Ltd | Technology | +0.9% | Group member |
| KN | Knowles Corporation | Technology | -1.9% | Group member |
| WDC | Western Digital Corporation | Technology | -8.9% | Group member |
| STX | Seagate Technology Holdings PLC | Technology | -5.7% | Group member |
| GFS | GlobalFoundries Inc. | Technology | -3.0% | Group member |
| ACMR | ACM Research, Inc. | Technology | -6.9% | Group member |
| ENS | EnerSys | Industrials | +1.0% | Group member |
| POWI | Power Integrations, Inc. | Technology | +0.4% | Group member |
| HSAI | Hesai Group | Consumer Cyclical | +1.6% | Group member |
| VICR | Vicor Corporation | Technology | -1.5% | Group member |
| LGN | Legence Corp. | Industrials | +1.6% | Group member |
| NOK | Nokia Corporation Sponsored | Technology | -3.9% | Most structurally connected |
| AMBA | Ambarella, Inc. | Technology | -5.6% | Group member |
Cohort
15 namesParticipation
20% this sessionObserved history
1 daily buildsFiling coverage
11/15 memberscredit / rates affecting interest expense
“The change in interest income is a result of changes in balances of cash, cash equivalents, time deposits, while the change in interest expense is due to borrowings, together with changes in interest rates on the respective balances.”
ACMR 10-K
demand / volume affecting revenue
“Industrial and other net sales increased primarily due to an increase in demand for data center applications, industrial automation and robotics products, medical applications and clean energy applications, partially offset by a decrease in consumer products, broad-based industrial products and personal and industrial transport products.”
ALGM 10-K
demand / volume
“Supply chain constraints have intensified, which may further intensify due to other global events and government regulations, contributing to existing global shortages coupled with increased demand in the supply of semiconductors.”
ACMR 10-K
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.