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Daily Market Wrap · US Equities

Wednesday, August 12, 2026

Where capital concentrated today — 12 active themes, 3 drawing inflows and 9 under selling pressure across 108 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.

Where money flowed in

Digital Infrastructure
$NBIS · 27 names · 37% breadth
+$135.7M
Asset Management
$BGC · 35 names · 46% breadth
+$79.7M
Enterprise Data Storage
$DELL · 2 names · 100% breadth
+$56.8M

Where money flowed out

Growth Stocks
$BTSG · 23 names · 43% breadth
-$124.7M
Internet Content & Information
$META · 1 names
-$115.3M
Tech-Industrial Beta
$TXN · 18 names · 6% breadth
-$92.3M
Technology Hardware
$ENS · 29 names · 31% breadth
-$84.1M
Semiconductors
$HLIO · 28 names · 36% breadth
-$67.4M
Cluster 688
$LQD · 2 names
-$62.4M

Next-session watchlist

Names that joined moving themes late in the session.

$SEDG$ACLS$ALAB$ALGM$AMD$AMKR

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.