Cross-Sector Industrial Cohort

Expanding

Theme thesis

$RCL 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

Breadth90%

Setup strength

Glance animation

Trade Read

Why it matters

$RCL matters if cyclical participation keeps spreading beyond the first wave.

What changed

RCL leadership persisted

What to watch

KNF 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.

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

90%

How broad the move is

Leaders

Confirmers

Lagging

Leaders

RCL (RCL)

RCL is the current leadership name for Cross-Sector Industrial Cohort, carrying the highest structural influence in the live cluster.

Confirmers

No live confirmer roster available.

Supporting Names

BLDR (BLDR)

BLDR is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

CF (CF)

CF is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

DECK (DECK)

DECK is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

HEI (HEI)

HEI is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

HMY (HMY)

HMY is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

IFF (IFF)

IFF is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

IHG (IHG)

IHG is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

IP (IP)

IP is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

KMT (KMT)

KMT is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

KNF (KNF)

KNF is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

LTM (LTM)

LTM is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

Not Yet Participating

HEI (HEI)

46%

Not participating yet

HMY (HMY)

41%

Not participating yet

IFF (IFF)

36%

Not participating yet

Sectors

What Is Confirming

Confirming Sectors

RCL

88% participation

88%

Watchlist Sectors

BLDR — Participation 64%

CF — Participation 58%

DECK — Participation 52%

Absent Sectors

HEI — Still absent

HMY — Still absent

IFF — Still absent

Live Names

12 names

Live Names

Rank

Symbol

Role

Signal

Score

Recent

Note

RCL is the current leadership name for Cross-Sector Industrial Cohort, carrying the highest structural influence in the live cluster.

BLDR is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

CF is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

DECK is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

HEI is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

HMY is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

IFF is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

IHG is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

IP is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

KMT is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

KNF is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

LTM is acting as a bridge inside Cross-Sector Industrial Cohort, helping the move transmit beyond the core leadership group.

Theme Stability

3 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 seen2026-05-18

Last seen2026-05-20

Runs3

Days2

ReadModerately stable

Label drift2 variants

2026-05-18

Broadening

21 names

Basic Materials added 21 names and only removed 0

2026-05-20

Broadening

20 names

Cross-Sector Industrial Cohort added 20 names and only removed 0

Activation Evidence

Live

First wave leaders

Names that moved first.

Second wave confirmers

Follow-through names joining after the leader.

Net new members

New names added to the move.

Repeat rate

60%

How often the same names keep reappearing.

Confirmer speed

How quickly confirmation showed up.

Path coherence

100%

How clean the activation path looks.

Sequence buildup

73%

Whether the move built in sequence.

Leader to confirmer

n/a

Median lead time from leader to confirmer.