JodieAnalytics
ClarityExploreWatchlistAlerts
Market
Clarity/
Healthcare Innovation & Defense

Healthcare Innovation & Defense

Expanding
Theme thesis

$APGE is leading Healthcare Innovation & Defense; CRSP, WAT, BETA have confirmed that the move is spreading beyond the leader.

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

StageBroadening
UpdatedLive
Breadth100%
Setup strength
48
Glance animation
Trade Read
Why it matters

$APGE is leading Healthcare Innovation & Defense; CRSP, WAT, BETA have confirmed that the move is spreading beyond the leader.

What changed

APGE leadership persisted

What to watch

ARE is the clearest next confirmation candidate and should tell us whether the move can broaden.

What breaks it

Healthcare Innovation & Defense can stay leader-led if ARE and the next software names fail to join while APGE keeps moving.

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
100%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
APGE (APGE)

APGE is the current leadership name for Healthcare Innovation & Defense, carrying the highest structural influence in the live cluster.

Confirmers
No live confirmer roster available.
Supporting Names
ARE (ARE)
ARE is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
BETA (BETA)
BETA is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
CGON (CGON)
CGON is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
CRSP (CRSP)
CRSP is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
DRS (DRS)
DRS is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
LEGN (LEGN)
LEGN is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
PAGS (PAGS)
PAGS is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
RYTM (RYTM)
RYTM is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
WAT (WAT)
WAT is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
Not Yet Participating
CRSP (CRSP)
46%
Not participating yet
DRS (DRS)
41%
Not participating yet
LEGN (LEGN)
36%
Not participating yet
Sectors
What Is Confirming
Confirming Sectors
APGE
88% participation
88%
Watchlist Sectors
ARE — Participation 64%
BETA — Participation 58%
CGON — Participation 52%
Absent Sectors
CRSP — Still absent
DRS — Still absent
LEGN — Still absent
Live Names
10 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
APGE (APGE)
Leader
Live
n/a
n/a
APGE is the current leadership name for Healthcare Innovation & Defense, carrying the highest structural influence in the live cluster.
2
ARE (ARE)
Participant
Live
n/a
n/a
ARE is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
3
BETA (BETA)
Participant
Live
n/a
n/a
BETA is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
4
CGON (CGON)
Participant
Live
n/a
n/a
CGON is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
5
CRSP (CRSP)
Participant
Live
n/a
n/a
CRSP is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
6
DRS (DRS)
Participant
Live
n/a
n/a
DRS is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
7
LEGN (LEGN)
Participant
Live
n/a
n/a
LEGN is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
8
PAGS (PAGS)
Participant
Live
n/a
n/a
PAGS is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
9
RYTM (RYTM)
Participant
Live
n/a
n/a
RYTM is acting as a bridge inside Healthcare Innovation & Defense, helping the move transmit beyond the core leadership group.
10
WAT (WAT)
Participant
Live
n/a
n/a
WAT is acting as a bridge inside Healthcare Innovation & Defense, 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 seen2026-05-20
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
1
Names that moved first.
Second wave confirmers
1
Follow-through names joining after the leader.
Net new members
1
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
60%
Whether the move built in sequence.
Leader to confirmer
n/a
Median lead time from leader to confirmer.
Multi-Asset
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.

CRSP → UVXY
Neutral
cross_asset_lag1
17% link
30D
Supports it
Weak
CRSP → AGG
Hurting
cross_asset_lag1
16% link
30D
Cuts against it
Weak
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