Expanding
Theme thesis
$STZ is broadening with 100% breadth and secondary names starting to confirm.
Use the confirmer and break level to decide if this setup is still worth your time.
StageBroadening
UpdatedLive
Breadth100%
Trade Read
$STZ is broadening with 100% breadth and secondary names starting to confirm.
Need broader participation beyond STZ and a second wave of confirmers.
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
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.
Names
Breadth
How broad the move is
STZ is the current leadership name for Consumer & Healthcare Defensive Mix, carrying the highest structural influence in the live cluster.
No live confirmer roster available.
CHE is acting as a bridge inside Consumer & Healthcare Defensive Mix, helping the move transmit beyond the core leadership group.
RDN is acting as a bridge inside Consumer & Healthcare Defensive Mix, helping the move transmit beyond the core leadership group.
TR is acting as a bridge inside Consumer & Healthcare Defensive Mix, helping the move transmit beyond the core leadership group.
Sectors
CHE — Participation 64%
RDN — Participation 58%
TR — 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 seen2026-05-20
Runs11
Days5
ReadModerately stable
Label drift5 variants
5 names
Beverages - Wineries & Distilleries added 5 names and only removed 0
5 names
Beverages added 5 names and only removed 0
4 names
Medical Care Facilities added 4 names and only removed 0
4 names
Consumer Defensive & Healthcare Mix added 4 names and only removed 0
4 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
50%
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.