Expanding
Theme thesis
$ACT 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
Breadth88%
Trade Read
$ACT matters if cyclical participation keeps spreading beyond the first wave.
ROL is the clearest next confirmer and should tell us whether the move can broaden.
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
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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
ACT is following the broader theme move.
No live confirmer roster available.
ABT is following the broader theme move.
ADC is following the broader theme move.
AIZ is following the broader theme move.
AMT is following the broader theme move.
BRX is following the broader theme move.
BTU is following the broader theme move.
CAG is following the broader theme move.
CALM is acting as a bridge inside Insurance - Property & Casualty, helping the move transmit beyond the core leadership group.
CBU is acting as a bridge inside Insurance - Property & Casualty, helping the move transmit beyond the core leadership group.
CFR is acting as a bridge inside Insurance - Property & Casualty, helping the move transmit beyond the core leadership group.
CHH is acting as a bridge inside Insurance - Property & Casualty, helping the move transmit beyond the core leadership group.
Sectors
ABT — Participation 64%
ADC — Participation 58%
AIZ — Participation 52%
AMT — Still absent
BRX — Still absent
BTU — Still absent
Stability
Theme stability
This view is meant to answer a simple question: is the theme holding together, broadening, narrowing, or still changing shape?
First seen2026-05-07
Last seen2026-05-18
Runs19
Days7
ReadModerately stable
Label drift3 variants
37 names
Insurance - Property & Casualty added 37 names and only removed 0
23 names
Insurance - Property & Casualty added 23 names and only removed 0
24 names
Insurance & Financials Cohort added 24 names and only removed 0
0 names
Insurance - Property & Casualty lost 24 names and added 0
10 names
Insurance - Property & Casualty added 10 names and only removed 0
32 names
Insurance & Real Estate Cohort added 32 names and only removed 0
52 names
Insurance - Property & Casualty added 33 names and only removed 13
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
100%
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
48%
Whether the move built in sequence.
Leader to confirmer
n/a
Median lead time from leader to confirmer.