Financial and Consumer Cohort

Expanding

Theme thesis

RXO is still early. Treat this as a watchlist setup until more runs confirm it.

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

StageBroadening

UpdatedLive

Breadth87%

Setup strength

Glance animation

Trade Read

Why it matters

RXO is still early. Treat this as a watchlist setup until more runs confirm it.

What changed

RXO leadership persisted

What to watch

USB is the clearest next confirmation candidate 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.

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

87%

How broad the move is

Leaders

Confirmers

Lagging

Leaders

RXO (RXO)

RXO is the current leadership name for Financial and Consumer Cohort, carrying the highest structural influence in the live cluster.

Confirmers

No live confirmer roster available.

Supporting Names

AEO (AEO)

AEO is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

ALLY (ALLY)

ALLY is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

AMH (AMH)

AMH is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

AMRX (AMRX)

AMRX is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

APTV (APTV)

APTV is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

ASB (ASB)

ASB is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

ASO (ASO)

ASO is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

AX (AX)

AX is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

AZO (AZO)

AZO is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

BANC (BANC)

BANC is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

BATRA (BATRA)

BATRA is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

Not Yet Participating

AMRX (AMRX)

46%

Not participating yet

APTV (APTV)

41%

Not participating yet

ASB (ASB)

36%

Not participating yet

Sectors

What Is Confirming

Confirming Sectors

RXO

88% participation

88%

Watchlist Sectors

AEO — Participation 64%

ALLY — Participation 58%

AMH — Participation 52%

Absent Sectors

AMRX — Still absent

APTV — Still absent

ASB — Still absent

Live Names

12 names

Live Names

Rank

Symbol

Role

Signal

Score

Recent

Note

RXO is the current leadership name for Financial and Consumer Cohort, carrying the highest structural influence in the live cluster.

AEO is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

ALLY is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

AMH is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

AMRX is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

APTV is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

ASB is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

ASO is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

AX is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

AZO is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

BANC is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

BATRA is acting as a bridge inside Financial and Consumer Cohort, helping the move transmit beyond the core leadership group.

Theme Stability

Stability

Theme stability

This view is meant to answer a simple question: is the theme holding together, broadening, narrowing, or still changing shape?

First seen2026-05-19

Last seen2026-05-19

Runs1

Days1

ReadForming · 1 day

Label drift1 variants

This theme is still forming. There is only one supporting session, so there is not yet a deep trail to interpret.

No deeper lineage trail is available yet for this theme.

Activation Evidence

Live

First wave leaders

Names that moved first.

Second wave confirmers

Follow-through names joining after the leader.

Net new members

New names added to the move.

Repeat rate

90%

How often the same names keep reappearing.

Confirmer speed

How quickly confirmation showed up.

Path coherence

28%

How clean the activation path looks.

Sequence buildup

82%

Whether the move built in sequence.

Leader to confirmer

n/a

Median lead time from leader to confirmer.