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Software - Application

Software - Application

Expanding
Theme thesis

$CPRT could transmit into vol and commodities if the bridge keeps holding.

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

StageBroadening
UpdatedLive
Breadth64%
Setup strength
41
Glance animation
Trade Read
Why it matters

$CPRT could transmit into vol and commodities if the bridge keeps holding.

What changed

CPRT leadership persisted

What to watch

CRM 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 and commodities.

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
64%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
Copart, Inc. (CPRT)
-2.3%

CPRT is following the broader theme move.

Confirmers
No live confirmer roster available.
Supporting Names
ACI Worldwide, Inc. (ACIW)
+0.9%
ACIW is following the broader theme move.
Accenture plc (ACN)
+2.2%
ACN is following the broader theme move.
Adobe Inc. (ADBE)
+3.8%
ADBE is following the broader theme move.
Automatic Data Processing, Inc. (ADP)
+2.2%
ADP is following the broader theme move.
Autodesk, Inc. (ADSK)
+2.1%
ADSK is following the broader theme move.
Alarm.com Holdings, Inc. (ALRM)
-1.1%
ALRM is following the broader theme move.
Andersen Group Inc. (ANDG)
-3.3%
ANDG is following the broader theme move.
APP (APP)
APP is acting as a bridge inside Software - Application, helping the move transmit beyond the core leadership group.
APPF (APPF)
APPF is acting as a bridge inside Software - Application, helping the move transmit beyond the core leadership group.
ARX (ARX)
ARX is acting as a bridge inside Software - Application, helping the move transmit beyond the core leadership group.
AVPT (AVPT)
AVPT is acting as a bridge inside Software - Application, helping the move transmit beyond the core leadership group.
Not Yet Participating
ADP (ADP)
46%
Not participating yet
ADSK (ADSK)
41%
Not participating yet
ALRM (ALRM)
36%
Not participating yet
Sectors
What Is Confirming
Confirming Sectors
CPRT
88% participation
88%
Watchlist Sectors
ACIW — Participation 64%
ACN — Participation 58%
ADBE — Participation 52%
Absent Sectors
ADP — Still absent
ADSK — Still absent
ALRM — Still absent
Live Names
12 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
Copart, Inc. (CPRT)
Leader
Live
n/a
-2.3%
CPRT is following the broader theme move.
2
ACI Worldwide, Inc. (ACIW)
Participant
Live
n/a
+0.9%
ACIW is following the broader theme move.
3
Accenture plc (ACN)
Participant
Live
n/a
+2.2%
ACN is following the broader theme move.
4
Adobe Inc. (ADBE)
Participant
Live
n/a
+3.8%
ADBE is following the broader theme move.
5
Automatic Data Processing, Inc. (ADP)
Participant
Live
n/a
+2.2%
ADP is following the broader theme move.
6
Autodesk, Inc. (ADSK)
Participant
Live
n/a
+2.1%
ADSK is following the broader theme move.
7
Alarm.com Holdings, Inc. (ALRM)
Participant
Live
n/a
-1.1%
ALRM is following the broader theme move.
8
Andersen Group Inc. (ANDG)
Participant
Live
n/a
-3.3%
ANDG is following the broader theme move.
9
APP (APP)
Participant
Live
n/a
n/a
APP is acting as a bridge inside Software - Application, helping the move transmit beyond the core leadership group.
10
APPF (APPF)
Participant
Live
n/a
n/a
APPF is acting as a bridge inside Software - Application, helping the move transmit beyond the core leadership group.
11
ARX (ARX)
Participant
Live
n/a
n/a
ARX is acting as a bridge inside Software - Application, helping the move transmit beyond the core leadership group.
12
AVPT (AVPT)
Participant
Live
n/a
n/a
AVPT is acting as a bridge inside Software - Application, 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
ReadStable
Label drift1 variants
2026-04-23
Broadening
140 names

Software - Application added 140 names and only removed 0

2026-04-24
Broadening
137 names

Software - Application added 137 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
72%
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
73%
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.

CRM → UVXY
Neutral
cross_asset_lag1
16% link
30D
Supports it
Weak
CRM → CPER
Neutral
cross_asset_lag1
14% link
30D
Supports it
Weak
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