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Cross-Sector Growth & Innovation

Cross-Sector Growth & Innovation

Expanding
Theme thesis

$RLX is leading Cross-Sector Growth & Innovation; MSGS, SRRK, OSIS 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
Breadth73%
Setup strength
42
Glance animation
Trade Read
Why it matters

$RLX is leading Cross-Sector Growth & Innovation; MSGS, SRRK, OSIS have confirmed that the move is spreading beyond the leader.

What changed

RLX leadership persisted

What to watch

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

What breaks it

Cross-Sector Growth & Innovation can stay leader-led if LGND and the next software names fail to join while RLX 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
73%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
RLX (RLX)

RLX is the current leadership name for Cross-Sector Growth & Innovation, carrying the highest structural influence in the live cluster.

Confirmers
No live confirmer roster available.
Supporting Names
ALHC (ALHC)
ALHC is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
ANET (ANET)
ANET is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
ARQT (ARQT)
ARQT is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
ATAT (ATAT)
ATAT is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
BTSG (BTSG)
BTSG is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
CEPU (CEPU)
CEPU is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
EMN (EMN)
EMN is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
FMX (FMX)
FMX is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
GPGI (GPGI)
GPGI is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
HPE (HPE)
HPE is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
IRM (IRM)
IRM is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
Not Yet Participating
ATAT (ATAT)
46%
Not participating yet
BTSG (BTSG)
41%
Not participating yet
CEPU (CEPU)
36%
Not participating yet
Sectors
What Is Confirming
Confirming Sectors
RLX
88% participation
88%
Watchlist Sectors
ALHC — Participation 64%
ANET — Participation 58%
ARQT — Participation 52%
Absent Sectors
ATAT — Still absent
BTSG — Still absent
CEPU — Still absent
Live Names
12 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
RLX (RLX)
Leader
Live
n/a
n/a
RLX is the current leadership name for Cross-Sector Growth & Innovation, carrying the highest structural influence in the live cluster.
2
ALHC (ALHC)
Participant
Live
n/a
n/a
ALHC is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
3
ANET (ANET)
Participant
Live
n/a
n/a
ANET is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
4
ARQT (ARQT)
Participant
Live
n/a
n/a
ARQT is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
5
ATAT (ATAT)
Participant
Live
n/a
n/a
ATAT is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
6
BTSG (BTSG)
Participant
Live
n/a
n/a
BTSG is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
7
CEPU (CEPU)
Participant
Live
n/a
n/a
CEPU is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
8
EMN (EMN)
Participant
Live
n/a
n/a
EMN is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
9
FMX (FMX)
Participant
Live
n/a
n/a
FMX is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
10
GPGI (GPGI)
Participant
Live
n/a
n/a
GPGI is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
11
HPE (HPE)
Participant
Live
n/a
n/a
HPE is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
12
IRM (IRM)
Participant
Live
n/a
n/a
IRM is acting as a bridge inside Cross-Sector Growth & Innovation, helping the move transmit beyond the core leadership group.
Theme Stability
15 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 seen2026-05-12
Last seen2026-05-20
Runs15
Days6
ReadModerately stable
Label drift3 variants
2026-05-12
Broadening
40 names

Cross-Sector Growth & Innovation added 40 names and only removed 0

2026-05-13
Broadening
46 names

Cross-Sector Innovation & Defense added 46 names and only removed 0

2026-05-14
Broadening
39 names

Cross-Sector Innovation & Growth added 39 names and only removed 0

2026-05-18
Broadening
49 names

Cross-Sector Innovation & Growth added 49 names and only removed 0

2026-05-19
Broadening
26 names

Cross-Sector Growth & Innovation added 26 names and only removed 0

2026-05-20
Held steady
26 names

Membership was unchanged from the prior session

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
57%
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
70%
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.

MSGS → AGG
Hurting
cross_asset_lag1
31% link
30D
Cuts against it
Weak
MSGS → EMB
Hurting
cross_asset_lag1
25% link
30D
Cuts against it
Weak
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