Cross-Sector Defensive Cohort
ExpandingTheme thesis
$RXO 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.
StageBroadening
UpdatedLive
Breadth95%
Setup strength
59
Why it matters
$RXO matters if cyclical participation keeps spreading beyond the first wave.
What changed
RXO leadership persisted
What to watch
IBN 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.
No related headlines found
No recent headlines matched the theme's leader or member tickers in the current lookback window.
Who Is Leading
Breadth
95%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
RXO is the current leadership name for Cross-Sector Defensive Cohort, carrying the highest structural influence in the live cluster.
Confirmers
No live confirmer roster available.
Supporting Names
AKR is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
AMRX is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
APAM is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
BANC is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
BAX is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
BFH is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
BIPC is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
BIRK is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
BNS is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
BOOT is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
BRKR is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
Not Yet Participating
What Is Confirming
Confirming Sectors
RXO
88% participation
88%
Watchlist Sectors
AKR — Participation 64%
AMRX — Participation 58%
APAM — Participation 52%
Absent Sectors
BANC — Still absent
BAX — Still absent
BFH — Still absent
Live Names
12 names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
RXO (RXO)
Leader
Live
n/a
n/a
RXO is the current leadership name for Cross-Sector Defensive Cohort, carrying the highest structural influence in the live cluster.
2
AKR (AKR)
Participant
Live
n/a
n/a
AKR is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
3
AMRX (AMRX)
Participant
Live
n/a
n/a
AMRX is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
4
APAM (APAM)
Participant
Live
n/a
n/a
APAM is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
5
BANC (BANC)
Participant
Live
n/a
n/a
BANC is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
6
BAX (BAX)
Participant
Live
n/a
n/a
BAX is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
7
BFH (BFH)
Participant
Live
n/a
n/a
BFH is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
8
BIPC (BIPC)
Participant
Live
n/a
n/a
BIPC is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
9
BIRK (BIRK)
Participant
Live
n/a
n/a
BIRK is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
10
BNS (BNS)
Participant
Live
n/a
n/a
BNS is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
11
BOOT (BOOT)
Participant
Live
n/a
n/a
BOOT is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
12
BRKR (BRKR)
Participant
Live
n/a
n/a
BRKR is acting as a bridge inside Cross-Sector Defensive Cohort, 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 seen2026-05-20
Last seen2026-05-20
Runs2
Days2
ReadForming · 2 days
Label drift1 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.
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.
AKR → UVXY
Neutralcross_asset_lag1
12% link
30D
Supports it
Weak