Cross-Sector Defensive Cohort
ExpandingTheme thesis
$GL 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
Breadth92%
Setup strength
51
Why it matters
$GL matters if cyclical participation keeps spreading beyond the first wave.
What changed
GL leadership persisted
What to watch
VSCO 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
92%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
GL 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
ADT is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
ASH is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
GOLF is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
HNI is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
HTHT is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
IRT is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
ITW is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
JBHT is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
LLYVA is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
LXP is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
TKO 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
GL
88% participation
88%
Watchlist Sectors
ADT — Participation 64%
ASH — Participation 58%
GOLF — Participation 52%
Absent Sectors
HNI — Still absent
HTHT — Still absent
IRT — Still absent
Live Names
12 names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
GL (GL)
Leader
Live
n/a
n/a
GL is the current leadership name for Cross-Sector Defensive Cohort, carrying the highest structural influence in the live cluster.
2
ADT (ADT)
Participant
Live
n/a
n/a
ADT is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
3
ASH (ASH)
Participant
Live
n/a
n/a
ASH is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
4
GOLF (GOLF)
Participant
Live
n/a
n/a
GOLF is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
5
HNI (HNI)
Participant
Live
n/a
n/a
HNI is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
6
HTHT (HTHT)
Participant
Live
n/a
n/a
HTHT is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
7
IRT (IRT)
Participant
Live
n/a
n/a
IRT is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
8
ITW (ITW)
Participant
Live
n/a
n/a
ITW is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
9
JBHT (JBHT)
Participant
Live
n/a
n/a
JBHT is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
10
LLYVA (LLYVA)
Participant
Live
n/a
n/a
LLYVA is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
11
LXP (LXP)
Participant
Live
n/a
n/a
LXP is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
12
TKO (TKO)
Participant
Live
n/a
n/a
TKO 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 seen2026-05-19
Last seen2026-05-19
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.