JodieAnalytics
ClarityExploreWatchlistAlerts
Market
Clarity/
Specialty Chemicals

Specialty Chemicals

Stable
Theme thesis

$GEF 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.

StagePersistent
UpdatedLive
Breadth50%
Setup strength
34
Glance animation
Trade Read
Why it matters

$GEF is in play, but the current flow backdrop still needs a cleaner match.

What changed

GEF leadership persisted

What to watch

CBT 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.
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
50%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
Greif Inc. (GEF)
-3.9%

GEF is following the broader theme move.

Confirmers
No live confirmer roster available.
Supporting Names
Cabot Corporation (CBT)
-1.9%
CBT is following the broader theme move.
Sectors
What Is Confirming
Confirming Sectors
GEF
88% participation
88%
Watchlist Sectors
CBT — Participation 64%
Live Names
2 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
Greif Inc. (GEF)
Leader
Live
n/a
-3.9%
GEF is following the broader theme move.
2
Cabot Corporation (CBT)
Participant
Live
n/a
-1.9%
CBT is following the broader theme move.
Theme Stability
8 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 seen2026-05-08
Last seen2026-05-14
Runs8
Days4
ReadModerately stable
Label drift2 variants
2026-05-08
Broadening
7 names

Specialty Chemicals added 7 names and only removed 0

2026-05-12
Narrowing
0 names

Specialty Chemicals lost 7 names and added 0

2026-05-13
Broadening
3 names

Utilities - Renewable added 3 names and only removed 0

2026-05-14
Broadening
2 names

Specialty Chemicals added 2 names and only removed 0

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
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.
Jodie Analytics

Live market intelligence for systematic traders and portfolio managers.

Product
ClarityExploreWatchlistAlertsAPI Access
Resources
MethodologyDocumentationPricingSupport
Company
AboutPrivacy PolicyTerms of ServiceContact
© 2026 Jodie Analytics. All rights reserved.Market data delayed 15 minutes