Ticker, sector, theme...
⌘K
Account Stable
Theme thesis
$THC is in play, but the current flow backdrop still needs a cleaner match.
Use the confirmer and break level to decide if this setup is still worth your time.
Stage Persistent
Updated Live
Breadth 50%
Trade Read
$THC is in play, but the current flow backdrop still needs a cleaner match.
Need broader participation beyond THC and a second wave of confirmers.
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
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.
Names
Breadth
How broad the move is
THC is the current leadership name for Healthcare & Defense Innovation, carrying the highest structural influence in the live cluster. Current signal state is regime shift. Primary driver: -1.33% in 60m (z=-1.00).
No live confirmer roster available.
HWM is acting as a bridge inside Healthcare & Defense Innovation, helping the move transmit beyond the core leadership group.
TGTX is acting as a bridge inside Healthcare & Defense Innovation, helping the move transmit beyond the core leadership group.
VTRS is acting as a bridge inside Healthcare & Defense Innovation, helping the move transmit beyond the core leadership group.
Sectors
HWM — Participation 64%
TGTX — Participation 58%
VTRS — Participation 52%
Stability
Theme stability
This view is meant to answer a simple question: is the theme holding together, broadening, narrowing, or still changing shape?
First seen 2026-05-14
Last seen 2026-05-20
Runs 8
Days 4
Read Stable
Label drift 3 variants
3 names
Industrial Distribution added 3 names and only removed 0
4 names
Aerospace & Defense added 4 names and only removed 0
4 names
Healthcare & Defense Innovation added 4 names and only removed 0
4 names
Membership was unchanged from the prior session
First wave leaders
0
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
0%
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
0%
Whether the move built in sequence.
Leader to confirmer
n/a
Median lead time from leader to confirmer.