JodieAnalytics
ClarityExploreWatchlistAlerts
Market
Clarity/
Equipment

Equipment

Stable
Theme thesis

$FPS could transmit into rates if the bridge keeps holding.

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

StagePersistent
UpdatedLive
Breadth58%
Setup strength
38
Glance animation
Trade Read
Why it matters

$FPS could transmit into rates if the bridge keeps holding.

What changed

FPS leadership persisted

What to watch

LFUS 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 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
58%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
Forgent Power Solutions, Inc. (FPS)
-4.1%

FPS is following the broader theme move.

Confirmers
No live confirmer roster available.
Supporting Names
AAON, Inc. (AAON)
-0.4%
AAON is following the broader theme move.
Allied Gold Corporation (AAUC)
-3.1%
AAUC is following the broader theme move.
Axcelis Technologies, Inc. (ACLS)
-3.6%
ACLS is following the broader theme move.
ACM Research, Inc. (ACMR)
-0.2%
ACMR is following the broader theme move.
Adeia Inc. (ADEA)
-4.7%
ADEA is following the broader theme move.
Advanced Energy Industries, Inc (AEIS)
-5.0%
AEIS is following the broader theme move.
Astera Labs, Inc. (ALAB)
+5.9%
ALAB is following the broader theme move.
ALB (ALB)
ALB is acting as a bridge inside Equipment, helping the move transmit beyond the core leadership group.
ALGM (ALGM)
ALGM is acting as a bridge inside Equipment, helping the move transmit beyond the core leadership group.
AMKR (AMKR)
AMKR is acting as a bridge inside Equipment, helping the move transmit beyond the core leadership group.
APLD (APLD)
APLD is acting as a bridge inside Equipment, helping the move transmit beyond the core leadership group.
Not Yet Participating
ACMR (ACMR)
46%
Not participating yet
ADEA (ADEA)
41%
Not participating yet
AEIS (AEIS)
36%
Not participating yet
Sectors
What Is Confirming
Confirming Sectors
FPS
88% participation
88%
Watchlist Sectors
AAON — Participation 64%
AAUC — Participation 58%
ACLS — Participation 52%
Absent Sectors
ACMR — Still absent
ADEA — Still absent
AEIS — Still absent
Live Names
12 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
Forgent Power Solutions, Inc. (FPS)
Leader
Live
n/a
-4.1%
FPS is following the broader theme move.
2
AAON, Inc. (AAON)
Participant
Live
n/a
-0.4%
AAON is following the broader theme move.
3
Allied Gold Corporation (AAUC)
Participant
Live
n/a
-3.1%
AAUC is following the broader theme move.
4
Axcelis Technologies, Inc. (ACLS)
Participant
Live
n/a
-3.6%
ACLS is following the broader theme move.
5
ACM Research, Inc. (ACMR)
Participant
Live
n/a
-0.2%
ACMR is following the broader theme move.
6
Adeia Inc. (ADEA)
Participant
Live
n/a
-4.7%
ADEA is following the broader theme move.
7
Advanced Energy Industries, Inc (AEIS)
Participant
Live
n/a
-5.0%
AEIS is following the broader theme move.
8
Astera Labs, Inc. (ALAB)
Participant
Live
n/a
+5.9%
ALAB is following the broader theme move.
9
ALB (ALB)
Participant
Live
n/a
n/a
ALB is acting as a bridge inside Equipment, helping the move transmit beyond the core leadership group.
10
ALGM (ALGM)
Participant
Live
n/a
n/a
ALGM is acting as a bridge inside Equipment, helping the move transmit beyond the core leadership group.
11
AMKR (AMKR)
Participant
Live
n/a
n/a
AMKR is acting as a bridge inside Equipment, helping the move transmit beyond the core leadership group.
12
APLD (APLD)
Participant
Live
n/a
n/a
APLD is acting as a bridge inside Equipment, helping the move transmit beyond the core leadership group.
Theme Stability
20 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 seen2026-04-23
Last seen2026-04-27
Runs20
Days3
ReadModerately stable
Label drift1 variants
2026-04-23
Broadening
74 names

Equipment added 74 names and only removed 0

2026-04-24
Broadening
102 names

Equipment added 102 names and only removed 0

2026-04-27
Held steady
0 names

Membership was unchanged from the prior session

Activation Evidence
Live
First wave leaders
1
Names that moved first.
Second wave confirmers
1
Follow-through names joining after the leader.
Net new members
1
New names added to the move.
Repeat rate
69%
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
72%
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.

LFUS → AGG
Hurting
cross_asset_lag1
13% link
30D
Cuts against it
Weak
Jodie Analytics

Live market intelligence for systematic traders and portfolio managers.

Product
ClarityExploreWatchlistAlertsAPI Access
Resources
MethodologyDocumentationPricingSupport
Company
AboutPrivacy PolicyTerms of ServiceContact
© 2026 Jodie Analytics. All rights reserved.Market data delayed 15 minutes