New cluster forming around $ALLE
StableTheme thesis
$ALLE matters if cyclical participation keeps spreading beyond the first wave.
Use the confirmer and break level to decide if this setup is still worth your time.
StagePersistent
UpdatedLive
Breadth19%
Setup strength
27
Why it matters
$ALLE matters if cyclical participation keeps spreading beyond the first wave.
What changed
ALLE leadership persisted
What to watch
ROAD is the clearest next confirmer and should tell us whether the move can broaden.
What breaks it
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
Latest Headlines
No symbol-linked headlines found in the current lookback window.
No related headlines found
No recent headlines matched the theme's leader or member tickers in the current lookback window.
Who Is Leading
Breadth
19%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
Allegion plc (ALLE)
-4.2%
ALLE is following the broader theme move.
Confirmers
No live confirmer roster available.
Supporting Names
ACAD is following the broader theme move.
Amcor plc (AMCR)
-5.5%
AMCR is following the broader theme move.
AMETEK, Inc. (AME)
-2.1%
AME is following the broader theme move.
AOS is following the broader theme move.
AXTA is following the broader theme move.
CCK is following the broader theme move.
FR is following the broader theme move.
MHK is acting as a bridge inside Packaging & Containers, helping the move transmit beyond the core leadership group.
MLM is acting as a bridge inside Packaging & Containers, helping the move transmit beyond the core leadership group.
MMM is acting as a bridge inside Packaging & Containers, helping the move transmit beyond the core leadership group.
PCAR is acting as a bridge inside Packaging & Containers, helping the move transmit beyond the core leadership group.
Not Yet Participating
What Is Confirming
Confirming Sectors
ALLE
88% participation
88%
Watchlist Sectors
ACAD — Participation 64%
AMCR — Participation 58%
AME — Participation 52%
Absent Sectors
AOS — Still absent
AXTA — Still absent
CCK — Still absent
Live Names
12 names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
Allegion plc (ALLE)
Leader
Live
n/a
-4.2%
ALLE is following the broader theme move.
2
ACADIA Pharmaceuticals Inc. (ACAD)
Participant
Live
n/a
-3.8%
ACAD is following the broader theme move.
3
Amcor plc (AMCR)
Participant
Live
n/a
-5.5%
AMCR is following the broader theme move.
4
AMETEK, Inc. (AME)
Participant
Live
n/a
-2.1%
AME is following the broader theme move.
5
A.O. Smith Corporation (AOS)
Participant
Live
n/a
-3.1%
AOS is following the broader theme move.
6
Axalta Coating Systems Ltd. (AXTA)
Participant
Live
n/a
-4.7%
AXTA is following the broader theme move.
7
Crown Holdings, Inc. (CCK)
Participant
Live
n/a
-4.1%
CCK is following the broader theme move.
8
First Industrial Realty Trust, (FR)
Participant
Live
n/a
-2.3%
FR is following the broader theme move.
9
MHK (MHK)
Participant
Live
n/a
n/a
MHK is acting as a bridge inside Packaging & Containers, helping the move transmit beyond the core leadership group.
10
MLM (MLM)
Participant
Live
n/a
n/a
MLM is acting as a bridge inside Packaging & Containers, helping the move transmit beyond the core leadership group.
11
MMM (MMM)
Participant
Live
n/a
n/a
MMM is acting as a bridge inside Packaging & Containers, helping the move transmit beyond the core leadership group.
12
PCAR (PCAR)
Participant
Live
n/a
n/a
PCAR is acting as a bridge inside Packaging & Containers, helping the move transmit beyond the core leadership group.
Theme Stability
Theme stability
This view is meant to answer a simple question: is the theme holding together, broadening, narrowing, or still changing shape?
First seen2026-05-15
Last seen2026-05-15
Runs2
Days2
ReadForming · 2 days
Label drift2 variants
No deeper lineage trail is available yet for this theme.
Activation Evidence
Live
First wave leaders
0
Names that moved first.
Second wave confirmers
0
Follow-through names joining after the leader.
Net new members
1
New names added to the move.
Repeat rate
33%
How often the same names keep reappearing.
Confirmer speed
33%
How quickly confirmation showed up.
Path coherence
0%
How clean the activation path looks.
Sequence buildup
42%
Whether the move built in sequence.
Leader to confirmer
n/a
Median lead time from leader to confirmer.