JodieAnalytics
ClarityExploreWatchlistAlerts
Market
Clarity/
Insurance - Specialty

Insurance - Specialty

Activating
Theme thesis

LOPE 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.

StagePersistent
UpdatedLive
Breadth100%
Setup strength
77
Glance animation
Trade Read
Why it matters

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

What changed

LOPE leadership persisted

What to watch

AXS 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 vol.

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
1
Confirmers
0
Lagging
0
Leaders
Grand Canyon Education, Inc. (LOPE)
-0.9%

LOPE is confirming the move early.

Confirmers
No live confirmer roster available.
Supporting Names
Axis Capital Holdings Limited (AXS)
+2.1%
AXS is currently driving the theme.
Sectors
What Is Confirming
Confirming Sectors
LOPE
88% participation
88%
Watchlist Sectors
AXS — Participation 64%
Live Names
2 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
Grand Canyon Education, Inc. (LOPE)
Leader
Live
n/a
-0.9%
LOPE is confirming the move early.
2
Axis Capital Holdings Limited (AXS)
Participant
Live
n/a
+2.1%
AXS is currently driving the theme.
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 seen2026-05-18
Last seen2026-05-18
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
100%
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.

AXS → UVXY
Neutral
cross_asset_lag1
13% link
30D
Supports 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