Consumer & Industrial Growth
ExpandingTheme thesis
$RL 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
Breadth94%
Setup strength
45
Why it matters
$RL matters if cyclical participation keeps spreading beyond the first wave.
What changed
RL leadership persisted
What to watch
SW 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
94%
How broad the move is
Leaders
1
Confirmers
1
Lagging
0
Leaders
RL is the current leadership name for Consumer & Industrial Growth, carrying the highest structural influence in the live cluster.
Confirmers
Amer Sports, Inc. (AS)
Confirmed
AS is helping confirm Consumer & Industrial Growth beyond RL, which matters for breadth and theme durability. It is the strongest next confirmer in the current live snapshot. Primary driver: -0.49% in 60m (z=-0.74).
62
Supporting Names
ALV is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
AN is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
AVB is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
AXTA is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
CSL is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
F is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group. Current signal state is sector laggard. Primary driver: -0.91% in 60m (z=-2.07).
GEO is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
GM is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
HRI is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
JAZZ is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
Not Yet Participating
What Is Confirming
Confirming Sectors
RL
88% participation
88%
AS
62% participation
62%
F
60% participation
60%
Watchlist Sectors
ALV — Participation 64%
AN — Participation 58%
AVB — Participation 52%
Absent Sectors
AXTA — Still absent
CSL — Still absent
GEO — Still absent
Live Names
12 names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
RL (RL)
Leader
Live
n/a
n/a
RL is the current leadership name for Consumer & Industrial Growth, carrying the highest structural influence in the live cluster.
2
ALV (ALV)
Participant
Live
n/a
n/a
ALV is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
3
AN (AN)
Participant
Live
n/a
n/a
AN is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
4
Amer Sports, Inc. (AS)
Next confirmer
Mixed
62
n/a
AS is helping confirm Consumer & Industrial Growth beyond RL, which matters for breadth and theme durability. It is the strongest next confirmer in the current live snapshot. Primary driver: -0.49% in 60m (z=-0.74).
5
AVB (AVB)
Participant
Live
n/a
n/a
AVB is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
6
AXTA (AXTA)
Participant
Live
n/a
n/a
AXTA is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
7
CSL (CSL)
Participant
Live
n/a
n/a
CSL is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
8
Ford Motor Company (F)
Participant
Mixed
50
n/a
F is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group. Current signal state is sector laggard. Primary driver: -0.91% in 60m (z=-2.07).
9
GEO (GEO)
Participant
Live
n/a
n/a
GEO is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
10
GM (GM)
Participant
Live
n/a
n/a
GM is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
11
HRI (HRI)
Participant
Live
n/a
n/a
HRI is acting as a bridge inside Consumer & Industrial Growth, helping the move transmit beyond the core leadership group.
12
JAZZ (JAZZ)
Participant
Live
n/a
n/a
JAZZ is acting as a bridge inside Consumer & Industrial Growth, 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 seen2026-05-20
Last seen2026-05-20
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
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
17%
How quickly confirmation showed up.
Path coherence
0%
How clean the activation path looks.
Sequence buildup
51%
Whether the move built in sequence.
Leader to confirmer
n/a
Median lead time from leader to confirmer.