Financial and Real Estate Cohort

Expanding

Theme thesis

$DXCM 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.

StageBroadening

UpdatedLive

Breadth85%

Setup strength

Glance animation

Trade Read

Why it matters

$DXCM matters if cyclical participation keeps spreading beyond the first wave.

What changed

DXCM leadership persisted

What to watch

REG is the clearest next confirmation candidate 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

85%

How broad the move is

Leaders

Confirmers

Lagging

Leaders

DXCM (DXCM)

DXCM is the current leadership name for Financial and Real Estate Cohort, carrying the highest structural influence in the live cluster.

Confirmers

No live confirmer roster available.

Supporting Names

ABM (ABM)

ABM is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

ABT (ABT)

ABT is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

ACT (ACT)

ACT is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

ADC (ADC)

ADC is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

AIZ (AIZ)

AIZ is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

AMH (AMH)

AMH is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

ANF (ANF)

ANF is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

ARMK (ARMK)

ARMK is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

ASND (ASND)

ASND is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

ATR (ATR)

ATR is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

AUB (AUB)

AUB is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

Not Yet Participating

ADC (ADC)

46%

Not participating yet

AIZ (AIZ)

41%

Not participating yet

AMH (AMH)

36%

Not participating yet

Sectors

What Is Confirming

Confirming Sectors

DXCM

88% participation

88%

Watchlist Sectors

ABM — Participation 64%

ABT — Participation 58%

ACT — Participation 52%

Absent Sectors

ADC — Still absent

AIZ — Still absent

AMH — Still absent

Live Names

12 names

Live Names

Rank

Symbol

Role

Signal

Score

Recent

Note

DXCM is the current leadership name for Financial and Real Estate Cohort, carrying the highest structural influence in the live cluster.

ABM is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

ABT is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

ACT is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

ADC is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

AIZ is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

AMH is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

ANF is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

ARMK is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

ASND is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

ATR is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

AUB is acting as a bridge inside Financial and Real Estate Cohort, helping the move transmit beyond the core leadership group.

Theme Stability

20 sessions

Stability

Theme stability

This view is meant to answer a simple question: is the theme holding together, broadening, narrowing, or still changing shape?

First seen2026-04-23

Last seen2026-04-27

Runs20

Days3

ReadStable

Label drift1 variants

2026-04-23

Broadening

99 names

Financial and Real Estate Cohort added 99 names and only removed 0

2026-04-24

Broadening

127 names

Financial and Real Estate Cohort added 127 names and only removed 0

2026-04-27

Held steady

0 names

Membership was unchanged from the prior session

Activation Evidence

Live

First wave leaders

Names that moved first.

Second wave confirmers

Follow-through names joining after the leader.

Net new members

New names added to the move.

Repeat rate

88%

How often the same names keep reappearing.

Confirmer speed

17%

How quickly confirmation showed up.

Path coherence

How clean the activation path looks.

Sequence buildup

77%

Whether the move built in sequence.

Leader to confirmer

n/a

Median lead time from leader to confirmer.