Scientific & Technical Instruments
StableTheme thesis
$RBC matters if cyclical participation keeps spreading beyond the first wave.
Use the confirmer and break level to decide if this setup is still worth your time.
StagePersistent
UpdatedLive
Breadth25%
Setup strength
20
Why it matters
$RBC matters if cyclical participation keeps spreading beyond the first wave.
What changed
RBC leadership persisted
What to watch
ST is the clearest next confirmer 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.
No related headlines found
No recent headlines matched the theme's leader or member tickers in the current lookback window.
Who Is Leading
Breadth
25%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
RBC is confirming the move early.
Confirmers
No live confirmer roster available.
Supporting Names
TopBuild Corp. (BLD)
-1.9%
BLD is confirming the move early.
CX is following the broader theme move.
ESE is following the broader theme move.
MCHP is following the broader theme move.
MGA is following the broader theme move.
SHG is following the broader theme move.
ST is currently driving the theme.
TKC is acting as a bridge inside Scientific & Technical Instruments, helping the move transmit beyond the core leadership group.
TKR is acting as a bridge inside Scientific & Technical Instruments, helping the move transmit beyond the core leadership group.
VC is acting as a bridge inside Scientific & Technical Instruments, helping the move transmit beyond the core leadership group.
WAB is acting as a bridge inside Scientific & Technical Instruments, helping the move transmit beyond the core leadership group.
Not Yet Participating
What Is Confirming
Confirming Sectors
RBC
88% participation
88%
Watchlist Sectors
BLD — Participation 64%
CX — Participation 58%
ESE — Participation 52%
Absent Sectors
MCHP — Still absent
MGA — Still absent
SHG — Still absent
Live Names
12 names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
RBC Bearings Incorporated (RBC)
Leader
Live
n/a
-8.7%
RBC is confirming the move early.
2
TopBuild Corp. (BLD)
Participant
Live
n/a
-1.9%
BLD is confirming the move early.
3
Cemex, S.A.B. de C.V. Sponsored (CX)
Participant
Live
n/a
-5.1%
CX is following the broader theme move.
4
ESCO Technologies Inc. (ESE)
Participant
Live
n/a
-5.2%
ESE is following the broader theme move.
5
Microchip Technology Incorporat (MCHP)
Participant
Live
n/a
-1.8%
MCHP is following the broader theme move.
6
Magna International, Inc. (MGA)
Participant
Live
n/a
-4.7%
MGA is following the broader theme move.
7
Shinhan Financial Group Co Ltd (SHG)
Participant
Live
n/a
-2.1%
SHG is following the broader theme move.
8
Sensata Technologies Holding pl (ST)
Participant
Live
n/a
+0.9%
ST is currently driving the theme.
9
TKC (TKC)
Participant
Live
n/a
n/a
TKC is acting as a bridge inside Scientific & Technical Instruments, helping the move transmit beyond the core leadership group.
10
TKR (TKR)
Participant
Live
n/a
n/a
TKR is acting as a bridge inside Scientific & Technical Instruments, helping the move transmit beyond the core leadership group.
11
VC (VC)
Participant
Live
n/a
n/a
VC is acting as a bridge inside Scientific & Technical Instruments, helping the move transmit beyond the core leadership group.
12
WAB (WAB)
Participant
Live
n/a
n/a
WAB is acting as a bridge inside Scientific & Technical Instruments, helping the move transmit beyond the core leadership group.
Theme Stability
Theme stability
This view is meant to answer a simple question: is the theme holding together, broadening, narrowing, or still changing shape?
First seen2026-05-15
Last seen2026-05-15
Runs2
Days2
ReadForming · 2 days
Label drift2 variants
No deeper lineage trail is available yet for this theme.
Activation Evidence
Live
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
0%
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.