JodieAnalytics
ClarityExploreWatchlistAlerts
Market
Clarity/
Software - Infrastructure

Software - Infrastructure

Stable
Theme thesis

CHKP is still early. Treat this as a watchlist setup until more runs confirm it.

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

StagePersistent
UpdatedLive
Breadth50%
Setup strength
26
Glance animation
Trade Read
Why it matters

CHKP is still early. Treat this as a watchlist setup until more runs confirm it.

What changed

CHKP leadership persisted

What to watch

WEX is the clearest next confirmer and should tell us whether the move can broaden.

What breaks it

Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.

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
50%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
Check Point Software Technologi (CHKP)
+7.5%

CHKP is currently driving the theme.

Confirmers
No live confirmer roster available.
Supporting Names
WEX Inc. (WEX)
+2.6%
WEX is confirming the move early.
Sectors
What Is Confirming
Confirming Sectors
CHKP
88% participation
88%
Watchlist Sectors
WEX — Participation 64%
Live Names
2 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
Check Point Software Technologi (CHKP)
Leader
Live
n/a
+7.5%
CHKP is currently driving the theme.
2
WEX Inc. (WEX)
Participant
Live
n/a
+2.6%
WEX is confirming the move early.
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 seen2026-05-15
Last seen2026-05-15
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
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.
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