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Cross-Sector Tech & Industrials

Cross-Sector Tech & Industrials

Expanding
Theme thesis

$GDS is leading Cross-Sector Tech & Industrials; POWI, AEIS, KLIC have confirmed that the move is spreading beyond the leader.

Use the confirmer and break level to decide if this setup is still worth your time.

StageBroadening
UpdatedLive
Breadth70%
Setup strength
39
Glance animation
Trade Read
Why it matters

$GDS is leading Cross-Sector Tech & Industrials; POWI, AEIS, KLIC have confirmed that the move is spreading beyond the leader.

What changed

GDS leadership persisted

What to watch

CSTM is the clearest next confirmation candidate and should tell us whether the move can broaden.

What breaks it

Cross-Sector Tech & Industrials can stay leader-led if CSTM and the next software names fail to join while GDS keeps moving.

Latest Headlines
No symbol-linked headlines found in the current lookback window.
Headlines
No related headlines found

No recent headlines matched the theme's leader or member tickers in the current lookback window.

Who Is Leading
Names
Breadth
70%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
GDS (GDS)

GDS is the current leadership name for Cross-Sector Tech & Industrials, carrying the highest structural influence in the live cluster.

Confirmers
No live confirmer roster available.
Supporting Names
AA (AA)
AA is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
AAOI (AAOI)
AAOI is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
AAUC (AAUC)
AAUC is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
ACLS (ACLS)
ACLS is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
ACMR (ACMR)
ACMR is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
ADEA (ADEA)
ADEA is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
AEIS (AEIS)
AEIS is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
ALAB (ALAB)
ALAB is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
ALB (ALB)
ALB is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
ALMS (ALMS)
ALMS is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
AMKR (AMKR)
AMKR is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
Not Yet Participating
ACLS (ACLS)
46%
Not participating yet
ACMR (ACMR)
41%
Not participating yet
ADEA (ADEA)
36%
Not participating yet
Sectors
What Is Confirming
Confirming Sectors
GDS
88% participation
88%
Watchlist Sectors
AA — Participation 64%
AAOI — Participation 58%
AAUC — Participation 52%
Absent Sectors
ACLS — Still absent
ACMR — Still absent
ADEA — Still absent
Live Names
12 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
GDS (GDS)
Leader
Live
n/a
n/a
GDS is the current leadership name for Cross-Sector Tech & Industrials, carrying the highest structural influence in the live cluster.
2
AA (AA)
Participant
Live
n/a
n/a
AA is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
3
AAOI (AAOI)
Participant
Live
n/a
n/a
AAOI is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
4
AAUC (AAUC)
Participant
Live
n/a
n/a
AAUC is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
5
ACLS (ACLS)
Participant
Live
n/a
n/a
ACLS is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
6
ACMR (ACMR)
Participant
Live
n/a
n/a
ACMR is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
7
ADEA (ADEA)
Participant
Live
n/a
n/a
ADEA is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
8
AEIS (AEIS)
Participant
Live
n/a
n/a
AEIS is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
9
ALAB (ALAB)
Participant
Live
n/a
n/a
ALAB is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
10
ALB (ALB)
Participant
Live
n/a
n/a
ALB is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
11
ALMS (ALMS)
Participant
Live
n/a
n/a
ALMS is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
12
AMKR (AMKR)
Participant
Live
n/a
n/a
AMKR is acting as a bridge inside Cross-Sector Tech & Industrials, helping the move transmit beyond the core leadership group.
Theme Stability
20 sessions
Stability
Theme stability

This view is meant to answer a simple question: is the theme holding together, broadening, narrowing, or still changing shape?

First seen2026-04-23
Last seen2026-04-27
Runs20
Days3
ReadModerately stable
Label drift1 variants
2026-04-23
Broadening
74 names

Cross-Sector Tech & Industrials added 74 names and only removed 0

2026-04-24
Broadening
102 names

Cross-Sector Tech & Industrials added 102 names and only removed 0

2026-04-27
Held steady
0 names

Membership was unchanged from the prior session

Activation Evidence
Live
First wave leaders
1
Names that moved first.
Second wave confirmers
1
Follow-through names joining after the leader.
Net new members
1
New names added to the move.
Repeat rate
67%
How often the same names keep reappearing.
Confirmer speed
17%
How quickly confirmation showed up.
Path coherence
0%
How clean the activation path looks.
Sequence buildup
71%
Whether the move built in sequence.
Leader to confirmer
n/a
Median lead time from leader to confirmer.
Multi-Asset
Cross-Market Support
How to use this

Treat this as a secondary check. If outside markets are helping, it supports the setup. If they are hurting, lower conviction or wait. If they are neutral, ignore it.

POWI → AGG
Hurting
cross_asset_lag1
12% link
30D
Cuts against it
Weak
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