Daily Market Wrap · US Equities
Wednesday, July 1, 2026
Where capital concentrated today — 12 active themes, 7 drawing inflows and 5 under selling pressure across 104 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.
Where money flowed in
Payment Technology
$PDD · 22 names · 68% breadth
+$149.0M
Healthcare Biotech & Gold
$DRUG · 51 names · 35% breadth
+$111.0M
Enterprise Software Solutions
$LIN · 32 names · 78% breadth
+$108.2M
Financial Technology Solutions
$FDS · 40 names · 63% breadth
+$99.2M
Regional Banks
$IBOC · 71 names · 70% breadth
+$90.0M
High Yield Bonds
$HYG · 4 names · 25% breadth
+$77.6M
Where money flowed out
Semiconductor Technology
$EXPD · 27 names · 30% breadth
-$534.4M
Semiconductor Equipment & Materials
$FPS · 41 names · 20% breadth
-$214.1M
Semiconductor Equipment & Materials
$EA · 47 names · 17% breadth
-$123.0M
Semiconductor Infrastructure
$CCO · 34 names · 38% breadth
-$121.6M
Precision Engineering Solutions
$SOC · 22 names · 18% breadth
-$84.1M
Next-session watchlist
Names that joined moving themes late in the session.
See it live
The radar updates through the session — watch themes form, broaden, and fade in real time.
Open the live theme map →Descriptive market-structure analysis. Not investment advice.