Daily Market Wrap · US Equities
Friday, July 17, 2026
Where capital concentrated today — 12 active themes, 4 drawing inflows and 8 under selling pressure across 126 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.
Where money flowed in
Where money flowed out
Semiconductor Technology
$STX · 15 names · 80% breadth
-$78.3M
Semiconductor Manufacturing
$POWI · 31 names · 90% breadth
-$50.4M
Medical Devices & Diagnostics
$ISRG · 24 names · 8% breadth
-$47.8M
Cloud-Based Software
$TRMB · 19 names · 37% breadth
-$44.8M
Enterprise Software Solutions
$FIG · 22 names · 59% breadth
-$43.1M
Healthcare Diagnostics & Research
$SNPS · 38 names · 45% breadth
-$37.9M
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.