Cross-Sector Risk-On Basket

Expanding

Theme thesis

$RH 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

Breadth100%

Setup strength

Glance animation

Trade Read

Why it matters

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

What changed

RH leadership persisted

What to watch

VLY 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

100%

How broad the move is

Leaders

Confirmers

Lagging

Leaders

RH (RH)

RH 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

AVB (AVB)

AVB is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

BYD (BYD)

BYD is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

DHI (DHI)

DHI is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

FLG (FLG)

FLG is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

GXO (GXO)

GXO is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

LKQ (LKQ)

LKQ is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

MMM (MMM)

MMM is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

PRMB (PRMB)

PRMB is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

SHW (SHW)

SHW is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

STLA (STLA)

STLA is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

TRNO (TRNO)

TRNO is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

Not Yet Participating

FLG (FLG)

46%

Not participating yet

GXO (GXO)

41%

Not participating yet

LKQ (LKQ)

36%

Not participating yet

Sectors

What Is Confirming

Confirming Sectors

88% participation

88%

Watchlist Sectors

AVB — Participation 64%

BYD — Participation 58%

DHI — Participation 52%

Absent Sectors

FLG — Still absent

GXO — Still absent

LKQ — Still absent

Live Names

12 names

Live Names

Rank

Symbol

Role

Signal

Score

Recent

Note

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

AVB is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

BYD is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

DHI is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

FLG is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

GXO is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

LKQ is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

MMM is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

PRMB is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

SHW is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

STLA is acting as a bridge inside Cross-Sector Risk-On Basket, helping the move transmit beyond the core leadership group.

TRNO 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

Runs5

Days2

ReadForming · 2 days

Label drift1 variants

No deeper lineage trail is available yet for this theme.

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

50%

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.