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Cross-Sector Risk-On Basket

Cross-Sector Risk-On Basket

Expanding
Theme thesis

CBC has cross-asset links, but the lineage is still shallow. Treat this as an early watchlist setup, not a confirmed bridge.

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

StageBroadening
UpdatedLive
Breadth86%
Setup strength
44
Glance animation
Trade Read
Why it matters

CBC has cross-asset links, but the lineage is still shallow. Treat this as an early watchlist setup, not a confirmed bridge.

What changed

CBC leadership persisted

What to watch

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

What breaks it

Cross-Sector Risk-On Basket can stay leader-led if SNDR and the next software names fail to join while CBC 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
86%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
CBC (CBC)

CBC is the current leadership name for Cross-Sector Risk-On Basket, carrying the highest structural influence in the live cluster.

Confirmers
No live confirmer roster available.
Supporting Names
BROS (BROS)
BROS is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.
CHDN (CHDN)
CHDN is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.
ENSG (ENSG)
ENSG is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.
SLF (SLF)
SLF is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.
SNDR (SNDR)
SNDR is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.
SNY (SNY)
SNY is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.
Not Yet Participating
SLF (SLF)
46%
Not participating yet
SNDR (SNDR)
41%
Not participating yet
SNY (SNY)
36%
Not participating yet
Sectors
What Is Confirming
Confirming Sectors
CBC
88% participation
88%
Watchlist Sectors
BROS — Participation 64%
CHDN — Participation 58%
ENSG — Participation 52%
Absent Sectors
SLF — Still absent
SNDR — Still absent
SNY — Still absent
Live Names
7 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
CBC (CBC)
Leader
Live
n/a
n/a
CBC is the current leadership name for Cross-Sector Risk-On Basket, carrying the highest structural influence in the live cluster.
2
BROS (BROS)
Participant
Live
n/a
n/a
BROS is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.
3
CHDN (CHDN)
Participant
Live
n/a
n/a
CHDN is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.
4
ENSG (ENSG)
Participant
Live
n/a
n/a
ENSG is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.
5
SLF (SLF)
Participant
Live
n/a
n/a
SLF is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.
6
SNDR (SNDR)
Participant
Live
n/a
n/a
SNDR is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.
7
SNY (SNY)
Participant
Live
n/a
n/a
SNY is acting as a bridge inside Cross-Sector Risk-On Basket, 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 seen2026-05-19
Last seen2026-05-19
Runs1
Days1
ReadForming · 1 day
Label driftNo drift

This theme is still forming. There is only one supporting session, so there is not yet a deep trail to interpret.

No deeper lineage trail is available yet for this theme.
Activation Evidence
Live
First wave leaders
1
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
100%
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
47%
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.

CHDN → AGG
Hurting
cross_asset_lag1
18% link
30D
Cuts against it
Weak
CHDN → EMB
Hurting
cross_asset_lag1
14% link
30D
Cuts against it
Weak
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