This view is meant to answer a simple question: is the theme holding together, broadening, narrowing, or still changing shape?
First seen2026-05-07
Last seen2026-05-19
Runs20
Days6
ReadModerately stable
Label drift3 variants
2026-05-07
Broadening
16 names
Healthcare Diagnostics & Research added 16 names and only removed 0
2026-05-08
Broadening
9 names
Healthcare Diagnostics & Research added 9 names and only removed 0
2026-05-12
Broadening
10 names
Healthcare Diagnostics & Research added 10 names and only removed 0
2026-05-14
Broadening
6 names
REIT - Office added 6 names and only removed 0
2026-05-15
Broadening
5 names
Diagnostics & Research added 5 names and only removed 0
2026-05-19
Broadening
8 names
Healthcare Diagnostics & Research added 8 names and only removed 0
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
0
New names added to the move.
Repeat rate
80%
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
54%
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.