Delivery
StableTheme thesis
$BALL 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
Breadth57%
Setup strength
31
Why it matters
$BALL matters if cyclical participation keeps spreading beyond the first wave.
What changed
BALL leadership persisted
What to watch
PSMT 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
57%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
BALL is following the broader theme move.
Confirmers
No live confirmer roster available.
Supporting Names
Alkermes plc (ALKS)
-3.3%
ALKS is following the broader theme move.
BRC is confirming the move early.
FUL is confirming the move early.
PSMT is currently driving the theme.
UPS is following the broader theme move.
WST is following the broader theme move.
Not Yet Participating
What Is Confirming
Confirming Sectors
BALL
88% participation
88%
Watchlist Sectors
ALKS — Participation 64%
BRC — Participation 58%
FUL — Participation 52%
Absent Sectors
PSMT — Still absent
UPS — Still absent
WST — Still absent
Live Names
7 names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
Ball Corporation (BALL)
Leader
Live
n/a
-2.3%
BALL is following the broader theme move.
2
Alkermes plc (ALKS)
Participant
Live
n/a
-3.3%
ALKS is following the broader theme move.
3
Brady Corporation (BRC)
Participant
Live
n/a
-2.3%
BRC is confirming the move early.
4
H. B. Fuller Company (FUL)
Participant
Live
n/a
-2.3%
FUL is confirming the move early.
5
PriceSmart, Inc. (PSMT)
Participant
Live
n/a
+0.4%
PSMT is currently driving the theme.
6
United Parcel Service, Inc. (UPS)
Participant
Live
n/a
-0.2%
UPS is following the broader theme move.
7
West Pharmaceutical Services, I (WST)
Participant
Live
n/a
+0.1%
WST is following the broader theme move.
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.