Integrated Freight & Logistics

Activating

Theme thesis

$SAH could transmit into commodities if the bridge keeps holding.

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

StagePersistent

UpdatedLive

Breadth50%

Setup strength

Glance animation

Trade Read

Why it matters

$SAH could transmit into commodities if the bridge keeps holding.

What changed

SAH leadership persisted

What to watch

LSTR is the clearest next confirmer and should tell us whether the move can broaden.

What breaks it

Bridge activity may stay local and fail to become real cross-asset confirmation outside commodities.

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

50%

How broad the move is

Leaders

Confirmers

Lagging

Leaders

Sonic Automotive, Inc. (SAH)

-3.3%

SAH is currently driving the theme.

Confirmers

No live confirmer roster available.

Supporting Names

Landstar System, Inc. (LSTR)

+0.5%

LSTR is confirming the move early.

Sectors

What Is Confirming

Confirming Sectors

SAH

88% participation

88%

Watchlist Sectors

LSTR — Participation 64%

Live Names

2 names

Live Names

Rank

Symbol

Role

Signal

Score

Recent

Note

Sonic Automotive, Inc. (SAH)

SAH is currently driving the theme.

Landstar System, Inc. (LSTR)

LSTR is confirming the move early.

Theme Stability

2 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 seen2026-05-15

Runs2

Days2

ReadModerately stable

Label drift1 variants

2026-05-12

Broadening

3 names

Integrated Freight & Logistics added 3 names and only removed 0

2026-05-15

Narrowing

2 names

Integrated Freight & Logistics lost 1 name and added 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

100%

How often the same names keep reappearing.

Confirmer speed

33%

How quickly confirmation showed up.

Path coherence

How clean the activation path looks.

Sequence buildup

48%

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.

SAH → CPER

Neutral

cross_asset_lag1

14% link

30D

Supports it

Weak