Cross-Sector Defensive Cohort
StableTheme thesis
$EVRG 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
Breadth31%
Setup strength
41
Why it matters
$EVRG could transmit into commodities if the bridge keeps holding.
What changed
EVRG leadership persisted
What to watch
ADC 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.
No related headlines found
No recent headlines matched the theme's leader or member tickers in the current lookback window.
Who Is Leading
Breadth
31%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
Evergy, Inc. (EVRG)
-2.1%
EVRG is following the broader theme move.
Confirmers
No live confirmer roster available.
Supporting Names
ADC is currently driving the theme.
AMT is confirming the move early.
CAG is following the broader theme move.
CALM is following the broader theme move.
CCI is confirming the move early.
CPK is following the broader theme move.
ES is following the broader theme move.
HLN is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
HRL is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
HSY is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
ORLY is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
Not Yet Participating
What Is Confirming
Confirming Sectors
EVRG
88% participation
88%
Watchlist Sectors
ADC — Participation 64%
AMT — Participation 58%
CAG — Participation 52%
Absent Sectors
CALM — Still absent
CCI — Still absent
CPK — Still absent
Live Names
12 names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
Evergy, Inc. (EVRG)
Leader
Live
n/a
-2.1%
EVRG is following the broader theme move.
2
Agree Realty Corporation (ADC)
Participant
Live
n/a
-1.5%
ADC is currently driving the theme.
3
American Tower Corporation (REI (AMT)
Participant
Live
n/a
-2.1%
AMT is confirming the move early.
4
ConAgra Brands, Inc. (CAG)
Participant
Live
n/a
-5.0%
CAG is following the broader theme move.
5
Cal-Maine Foods, Inc. (CALM)
Participant
Live
n/a
-3.4%
CALM is following the broader theme move.
6
Crown Castle Inc. (CCI)
Participant
Live
n/a
-2.4%
CCI is confirming the move early.
7
Chesapeake Utilities Corporatio (CPK)
Participant
Live
n/a
-1.4%
CPK is following the broader theme move.
8
Eversource Energy (D/B/A) (ES)
Participant
Live
n/a
-1.9%
ES is following the broader theme move.
9
HLN (HLN)
Participant
Live
n/a
n/a
HLN is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
10
HRL (HRL)
Participant
Live
n/a
n/a
HRL is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
11
HSY (HSY)
Participant
Live
n/a
n/a
HSY is acting as a bridge inside Cross-Sector Defensive Cohort, helping the move transmit beyond the core leadership group.
12
ORLY (ORLY)
Participant
Live
n/a
n/a
ORLY is acting as a bridge inside Cross-Sector Defensive Cohort, 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 seen2026-05-14
Last seen2026-05-14
Runs4
Days2
ReadForming · 2 days
Label drift1 variants
No deeper lineage trail is available yet for this theme.
Activation Evidence
Live
First wave leaders
0
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
0%
How often the same names keep reappearing.
Confirmer speed
0%
How quickly confirmation showed up.
Path coherence
0%
How clean the activation path looks.
Sequence buildup
0%
Whether the move built in sequence.
Leader to confirmer
n/a
Median lead time from leader to confirmer.
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.
ADC → CPER
Neutralcross_asset_lag1
19% link
30D
Supports it
Weak