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Cross-Sector Consumer & Healthcare Cohort

Cross-Sector Consumer & Healthcare Cohort

Expanding
Theme thesis

$STN could transmit into vol if the bridge keeps holding.

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

StageBroadening
UpdatedLive
Breadth71%
Setup strength
30
Glance animation
Trade Read
Why it matters

$STN could transmit into vol if the bridge keeps holding.

What changed

STN leadership persisted

What to watch

FIVE is the clearest next confirmer and should tell us whether the move can broaden.

What breaks it

Bridge activity may stay local and fail to become real cross-asset confirmation outside vol.

Latest Headlines
1 recent headline mention FIVE.
Headlines
The best vintage and classic cars for sale online | Bring a Trailer
May 15, 6:58 PM
2001 BMW M Roadster S54 at No Reserve

This 2001 BMW M Roadster is the only example finished in Alpine White over Laguna Seca Blue and black Nappa leather for the model year. It was purchased by the seller in April 2014, and 6k of the 56k miles have been added since that time. Power is from a 3.2-liter S54 inline-six linked with a five-speed manual transmission and a limited-slip differential. Equipment includes a black convertible soft top, silver-finished 17" Style 40 wheels, heated sport seats, a cassette stereo, a Harman Kardon sound system, air conditioning, and cruise control. This M Roadster is now offered at no reserve with a clean Washington title in the seller's name.

FIVE
Who Is Leading
Names
Breadth
71%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
Stantec Inc (STN)
-2.8%
Conv.69

STN is following the broader theme move.

Confirmers
No live confirmer roster available.
Supporting Names
Airbnb, Inc. (ABNB)
-1.0%
ABNB is following the broader theme move.
Charles River Laboratories Inte (CRL)
-6.3%
CRL is following the broader theme move.
Five Below, Inc. (FIVE)
+0.2%
FIVE is following the broader theme move.
PJT Partners Inc. (PJT)
+0.5%
PJT is following the broader theme move.
Repligen Corporation (RGEN)
-3.8%
RGEN is following the broader theme move.
RXO, Inc. (RXO)
-6.2%
RXO is following the broader theme move.
Not Yet Participating
PJT (PJT)
46%
Not participating yet
RGEN (RGEN)
41%
Not participating yet
RXO (RXO)
36%
Not participating yet
Sectors
What Is Confirming
Confirming Sectors
STN
88% participation
88%
Watchlist Sectors
ABNB — Participation 64%
CRL — Participation 58%
FIVE — Participation 52%
Absent Sectors
PJT — Still absent
RGEN — Still absent
RXO — Still absent
Live Names
7 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
Stantec Inc (STN)
Leader
Mixed
69
-2.8%
STN is following the broader theme move.
2
Airbnb, Inc. (ABNB)
Participant
Live
n/a
-1.0%
ABNB is following the broader theme move.
3
Charles River Laboratories Inte (CRL)
Participant
Live
n/a
-6.3%
CRL is following the broader theme move.
4
Five Below, Inc. (FIVE)
Participant
Live
n/a
+0.2%
FIVE is following the broader theme move.
5
PJT Partners Inc. (PJT)
Participant
Live
n/a
+0.5%
PJT is following the broader theme move.
6
Repligen Corporation (RGEN)
Participant
Live
n/a
-3.8%
RGEN is following the broader theme move.
7
RXO, Inc. (RXO)
Participant
Live
n/a
-6.2%
RXO is following the broader theme move.
Theme Stability
7 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 seen2026-05-12
Last seen2026-05-14
Runs7
Days3
ReadModerately stable
Label drift2 variants
2026-05-12
Broadening
10 names

Cross-Sector Consumer & Healthcare Cohort added 10 names and only removed 0

2026-05-13
Broadening
13 names

Apparel added 13 names and only removed 0

2026-05-14
Broadening
7 names

Cross-Sector Consumer & Healthcare Cohort added 7 names and only removed 0

Activation Evidence
Live
First wave leaders
1
Names that moved first.
Second wave confirmers
0
Follow-through names joining after the leader.
Net new members
0
New names added to the move.
Repeat rate
100%
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
48%
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.

FIVE → UVXY
Neutral
cross_asset_lag1
19% link
30D
Supports it
Weak
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