Clarity Explore Watchlist Alerts

Market

New cluster forming around $AGCO

New cluster forming around $AGCO

Stable

Theme thesis

AGCO 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

Breadth0%

Setup strength

20

Glance animation

Trade Read

Why it matters

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

What changed

AGCO leadership persisted

What to watch

CNH 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 rates.

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

0%

How broad the move is

Leaders

1

Confirmers

0

Lagging

0

Leaders

AGCO Corporation (AGCO)

-2.8%

AGCO is confirming the move early.

Confirmers

No live confirmer roster available.

Supporting Names

Ambev S.A. (ABEV)

-2.7%

ABEV is confirming the move early.

Carrier Global Corporation (CARR)

-1.7%

CARR is following the broader theme move.

CNH Industrial N.V. (CNH)

-2.7%

CNH is currently driving the theme.

Lennox International, Inc. (LII)

-2.8%

LII is following the broader theme move.

Not Yet Participating

46%

Not participating yet

Sectors

What Is Confirming

Confirming Sectors

AGCO

88% participation

88%

Watchlist Sectors

ABEV — Participation 64%

CARR — Participation 58%

CNH — Participation 52%

Absent Sectors

LII — Still absent

Live Names

5 names

Live Names

Rank

Symbol

Role

Signal

Score

Recent

Note

AGCO Corporation (AGCO)

AGCO is confirming the move early.

Ambev S.A. (ABEV)

ABEV is confirming the move early.

Carrier Global Corporation (CARR)

CARR is following the broader theme move.

CNH Industrial N.V. (CNH)

CNH is currently driving the theme.

Lennox International, Inc. (LII)

LII is following the broader theme move.

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

1

Names that moved first.

Second wave confirmers

1

Follow-through names joining after the leader.

Net new members

1

New names added to the move.

Repeat rate

67%

How often the same names keep reappearing.

Confirmer speed

33%

How quickly confirmation showed up.

Path coherence

0%

How clean the activation path looks.

Sequence buildup

72%

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.

CNH → AGG

Hurting

cross_asset_lag1

15% link

30D

Cuts against it

Weak