Stable
Theme thesis
$TR matters if cyclical participation keeps spreading beyond the first wave.
Use the confirmer and break level to decide if this setup is still worth your time.
StagePersistent
UpdatedLive
Breadth60%
Trade Read
$TR matters if cyclical participation keeps spreading beyond the first wave.
BF-B is the clearest next confirmer and should tell us whether the move can broaden.
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
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Headlines
No related headlines found
No recent headlines matched the theme's leader or member tickers in the current lookback window.
Names
Breadth
How broad the move is
TR is following the broader theme move.
No live confirmer roster available.
BF-B is currently driving the theme.
KDP is confirming the move early.
STZ is following the broader theme move.
SWX is confirming the move early.
Sectors
BF-B — Participation 64%
KDP — Participation 58%
STZ — Participation 52%
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 seen2026-05-15
Runs2
Days2
ReadModerately stable
Label drift2 variants
5 names
Beverages - Wineries & Distilleries added 5 names and only removed 0
5 names
Membership was unchanged from the prior session
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.