New cluster forming around $ABG
StableTheme thesis
$ABG 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
Breadth21%
Setup strength
27
Why it matters
$ABG matters if cyclical participation keeps spreading beyond the first wave.
What changed
ABG leadership persisted
What to watch
RUSHB 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.
No related headlines found
No recent headlines matched the theme's leader or member tickers in the current lookback window.
Who Is Leading
Breadth
21%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
ABG is confirming the move early.
Confirmers
No live confirmer roster available.
Supporting Names
ANF is following the broader theme move.
BKE is following the broader theme move.
CAKE is following the broader theme move.
CPT is following the broader theme move.
DKS is following the broader theme move.
EQR is following the broader theme move.
GRBK is following the broader theme move.
IPAR is acting as a bridge inside United, helping the move transmit beyond the core leadership group.
LCII is acting as a bridge inside United, helping the move transmit beyond the core leadership group.
MAA is acting as a bridge inside United, helping the move transmit beyond the core leadership group.
PII is acting as a bridge inside United, helping the move transmit beyond the core leadership group.
What Is Confirming
Confirming Sectors
ABG
88% participation
88%
Watchlist Sectors
ANF — Participation 64%
BKE — Participation 58%
CAKE — Participation 52%
Absent Sectors
CPT — Still absent
DKS — Still absent
EQR — Still absent
Live Names
12 names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
Asbury Automotive Group Inc (ABG)
Leader
Live
n/a
-6.3%
ABG is confirming the move early.
2
Abercrombie & Fitch Company (ANF)
Participant
Live
n/a
-3.7%
ANF is following the broader theme move.
3
Buckle, Inc. (The) (BKE)
Participant
Live
n/a
-2.1%
BKE is following the broader theme move.
4
The Cheesecake Factory Incorpor (CAKE)
Participant
Live
n/a
+1.8%
CAKE is following the broader theme move.
5
Camden Property Trust (CPT)
Participant
Live
n/a
-2.1%
CPT is following the broader theme move.
6
Dick's Sporting Goods Inc (DKS)
Participant
Live
n/a
+0.7%
DKS is following the broader theme move.
7
Equity Residential (EQR)
Participant
Live
n/a
-3.1%
EQR is following the broader theme move.
8
Green Brick Partners, Inc. (GRBK)
Participant
Live
n/a
-2.9%
GRBK is following the broader theme move.
9
IPAR (IPAR)
Participant
Live
n/a
n/a
IPAR is acting as a bridge inside United, helping the move transmit beyond the core leadership group.
10
LCII (LCII)
Participant
Live
n/a
n/a
LCII is acting as a bridge inside United, helping the move transmit beyond the core leadership group.
11
MAA (MAA)
Participant
Live
n/a
n/a
MAA is acting as a bridge inside United, helping the move transmit beyond the core leadership group.
12
PII (PII)
Participant
Live
n/a
n/a
PII is acting as a bridge inside United, helping the move transmit beyond the core leadership group.
Theme Stability
20 sessions
Theme stability
This view is meant to answer a simple question: is the theme holding together, broadening, narrowing, or still changing shape?
First seen2026-05-06
Last seen2026-05-07
Runs20
Days2
ReadModerately stable
Label drift1 variants
2026-05-06
Broadening
6 names
United added 6 names and only removed 0
2026-05-07
Held steady
0 names
Membership was unchanged from the prior session
Activation Evidence
Live
First wave leaders
1
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
89%
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
56%
Whether the move built in sequence.
Leader to confirmer
n/a
Median lead time from leader to confirmer.