Daily Market Wrap · US Equities

Wednesday, August 5, 2026

Where capital concentrated today — 12 active themes, 7 drawing inflows and 5 under selling pressure across 114 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.

Where money flowed in

Drug Manufacturers

$LLY · 1 names

+$98.3M

U.S. Bond ETFs

$IEF · 4 names · 100% breadth

+$68.4M

Software - Application

$HUBS · 24 names · 38% breadth

+$61.1M

Defensive Services

$MCK · 16 names · 56% breadth

+$57.6M

Data Center AI

$NVDA · 1 names · 100% breadth

+$52.2M

Metals Commodity ETFs

$GLD · 3 names · 100% breadth

+$51.0M

Where money flowed out

Technology Hardware

$MTRN · 20 names · 20% breadth

-$222.6M

Digital Growth Stocks

$GOOG · 4 names · 25% breadth

-$128.6M

Engineering & Construction

$RRX · 29 names · 41% breadth

-$85.1M

Semiconductor Equipment & Materials

$AVT · 19 names · 42% breadth

-$84.9M

Semiconductors

$ALAB · 19 names · 16% breadth

-$64.8M

Next-session watchlist

Names that joined moving themes late in the session.

$ESE $BILL $DASH $GEN $GLBE $HUBS

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.