New cluster forming around $LKQ
StableTheme thesis
$LKQ 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
Breadth13%
Setup strength
28
Why it matters
$LKQ matters if cyclical participation keeps spreading beyond the first wave.
What changed
LKQ leadership persisted
What to watch
AVY 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
13%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
LKQ is currently driving the theme.
Confirmers
No live confirmer roster available.
Supporting Names
AVY is confirming the move early.
DHI is following the broader theme move.
Ecolab Inc. (ECL)
-0.8%
ECL is following the broader theme move.
PHM is following the broader theme move.
RPM is confirming the move early.
SHW is following the broader theme move.
VMC is following the broader theme move.
What Is Confirming
Confirming Sectors
LKQ
88% participation
88%
Watchlist Sectors
AVY — Participation 64%
DHI — Participation 58%
ECL — Participation 52%
Absent Sectors
PHM — Still absent
RPM — Still absent
SHW — Still absent
Live Names
8 names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
LKQ Corporation (LKQ)
Leader
Live
n/a
-7.8%
LKQ is currently driving the theme.
2
Avery Dennison Corporation (AVY)
Participant
Live
n/a
-2.1%
AVY is confirming the move early.
3
D.R. Horton, Inc. (DHI)
Participant
Live
n/a
-4.1%
DHI is following the broader theme move.
4
Ecolab Inc. (ECL)
Participant
Live
n/a
-0.8%
ECL is following the broader theme move.
5
PulteGroup, Inc. (PHM)
Participant
Live
n/a
-3.9%
PHM is following the broader theme move.
6
RPM International Inc. (RPM)
Participant
Live
n/a
-2.4%
RPM is confirming the move early.
7
Sherwin-Williams Company (The) (SHW)
Participant
Live
n/a
-2.0%
SHW is following the broader theme move.
8
Vulcan Materials Company (Holdi (VMC)
Participant
Live
n/a
-3.3%
VMC 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
100%
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.