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Engineering & Construction

Expanding
Theme thesis

MYRG 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
Breadth67%
Setup strength
23
Glance animation
Trade Read
Why it matters

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

What changed

MYRG leadership persisted

What to watch

MTZ 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 credit and rates.

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
67%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
MYR Group, Inc. (MYRG)
-1.5%

MYRG is confirming the move early.

Confirmers
No live confirmer roster available.
Supporting Names
MasTec, Inc. (MTZ)
-2.7%
MTZ is currently driving the theme.
Solstice Advanced Materials Inc (SOLS)
-1.6%
SOLS is confirming the move early.
Sectors
What Is Confirming
Confirming Sectors
MYRG
88% participation
88%
Watchlist Sectors
MTZ — Participation 64%
SOLS — Participation 58%
Live Names
3 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
MYR Group, Inc. (MYRG)
Leader
Live
n/a
-1.5%
MYRG is confirming the move early.
2
MasTec, Inc. (MTZ)
Participant
Live
n/a
-2.7%
MTZ is currently driving the theme.
3
Solstice Advanced Materials Inc (SOLS)
Participant
Live
n/a
-1.6%
SOLS is confirming the move early.
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 seen2026-05-15
Last seen2026-05-15
Runs1
Days1
ReadForming · 1 day
Label drift1 variants

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
1
New names added to the move.
Repeat rate
0%
How often the same names keep reappearing.
Confirmer speed
33%
How quickly confirmation showed up.
Path coherence
0%
How clean the activation path looks.
Sequence buildup
30%
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.

MTZ → EMB
Hurting
cross_asset_lag1
23% link
30D
Cuts against it
Weak
MTZ → AGG
Hurting
cross_asset_lag1
21% link
30D
Cuts against it
Weak
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