Daily Market Wrap · US Equities
Thursday, August 13, 2026
Where capital concentrated today — 12 active themes, 7 drawing inflows and 5 under selling pressure across 122 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.
Where money flowed in
Semiconductor Manufacturing Technology
$SNDK · 26 names · 54% breadth
+$288.6M
Software - Application
$WDAY · 26 names · 92% breadth
+$133.6M
Enterprise SaaS
$WK · 22 names · 95% breadth
+$130.4M
Asset Management
$TPG · 35 names · 80% breadth
+$75.9M
Enterprise Software & Data
$CSGP · 28 names · 86% breadth
+$57.8M
Consumer Electronics
$AAPL · 1 names
+$48.7M
Where money flowed out
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.