Daily Market Wrap · US Equities
Monday, July 13, 2026
Where capital concentrated today — 12 active themes, 6 drawing inflows and 6 under selling pressure across 123 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.
Where money flowed in
Software Solutions
$MSFT · 44 names · 77% breadth
+$115.6M
Regional Banks & Healthcare
$TCBK · 49 names · 86% breadth
+$92.9M
Cybersecurity and Defense
$AAPL · 20 names · 40% breadth
+$90.0M
Energy Transition Technologies
$TSM · 52 names · 25% breadth
+$58.1M
Industrial Equipment & Services
$URGN · 56 names · 68% breadth
+$40.5M
AI-Driven Software
$PHAT · 50 names · 74% breadth
+$36.3M
Where money flowed out
Semiconductor & Energy Tech
$ODYS · 79 names · 41% breadth
-$322.6M
Semiconductor Technologies
$CCO · 43 names · 44% breadth
-$81.1M
Semiconductor Equipment & Materials
$ARW · 55 names · 33% breadth
-$60.9M
High Yield Bonds
$JNK · 4 names · 100% breadth
-$55.4M
Software Infrastructure
$MTVA · 28 names · 50% breadth
-$53.2M
AI & Health Tech
$SEZL · 33 names · 55% breadth
-$43.5M
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.