Expanding
Theme thesis
$MTG is broadening with 100% breadth and secondary names starting to confirm.
Use the confirmer and break level to decide if this setup is still worth your time.
StageBroadening
UpdatedLive
Breadth100%
Trade Read
$MTG is broadening with 100% breadth and secondary names starting to confirm.
Need broader participation beyond MTG 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
MTG is the current leadership name for Mortgage Insurance Cohort, carrying the highest structural influence in the live cluster.
No live confirmer roster available.
NMIH is acting as a bridge inside Mortgage Insurance Cohort, helping the move transmit beyond the core leadership group.
SIGI is acting as a bridge inside Mortgage Insurance Cohort, helping the move transmit beyond the core leadership group.
Sectors
NMIH — Participation 64%
SIGI — Participation 58%
Stability
Theme stability
This view is meant to answer a simple question: is the theme holding together, broadening, narrowing, or still changing shape?
First seen2026-05-14
Last seen2026-05-20
Runs8
Days4
ReadStable
Label drift2 variants
2 names
Insurance - Specialty added 2 names and only removed 0
3 names
Insurance - Specialty added 3 names and only removed 0
3 names
Mortgage Insurance Cohort added 3 names and only removed 0
3 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
14%
Whether the move built in sequence.
Leader to confirmer
n/a
Median lead time from leader to confirmer.