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Cross-Sector Healthcare & Tech Innovation

Cross-Sector Healthcare & Tech Innovation

Expanding
Theme thesis

$ROIV is leading Cross-Sector Healthcare & Tech Innovation; LUMN, AWK, RGTI have confirmed that the move is spreading beyond the leader.

Use the confirmer and break level to decide if this setup is still worth your time.

StageBroadening
UpdatedLive
Breadth76%
Setup strength
41
Glance animation
Trade Read
Why it matters

$ROIV is leading Cross-Sector Healthcare & Tech Innovation; LUMN, AWK, RGTI have confirmed that the move is spreading beyond the leader.

What changed

ROIV leadership persisted

What to watch

LIF is the clearest next confirmation candidate and should tell us whether the move can broaden.

What breaks it

Cross-Sector Healthcare & Tech Innovation can stay leader-led if LIF and the next software names fail to join while ROIV keeps moving.

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
76%
How broad the move is
Leaders
1
Confirmers
1
Lagging
0
Leaders
ROIV (ROIV)

ROIV is the current leadership name for Cross-Sector Healthcare & Tech Innovation, carrying the highest structural influence in the live cluster.

Confirmers
Acadia Healthcare Company, Inc. (ACHC)
Confirmed
ACHC is helping confirm Cross-Sector Healthcare & Tech Innovation beyond ROIV, which matters for breadth and theme durability. It is the strongest next confirmer in the current live snapshot. Primary driver: -1.91% in 60m (z=-2.11).
40
Supporting Names
ACHR (ACHR)
ACHR is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
ACM (ACM)
ACM is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
AUR (AUR)
AUR is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
AWK (AWK)
AWK is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
BEAM (BEAM)
BEAM is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
BMRN (BMRN)
BMRN is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
BNTX (BNTX)
BNTX is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
CDNS (CDNS)
CDNS is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
COIN (COIN)
COIN is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
DNLI (DNLI)
DNLI is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
Not Yet Participating
AWK (AWK)
46%
Not participating yet
BEAM (BEAM)
41%
Not participating yet
BMRN (BMRN)
36%
Not participating yet
Sectors
What Is Confirming
Confirming Sectors
ROIV
88% participation
88%
ACHC
60% participation
60%
Watchlist Sectors
ACHR — Participation 64%
ACM — Participation 58%
AUR — Participation 52%
Absent Sectors
AWK — Still absent
BEAM — Still absent
BMRN — Still absent
Live Names
12 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
ROIV (ROIV)
Leader
Live
n/a
n/a
ROIV is the current leadership name for Cross-Sector Healthcare & Tech Innovation, carrying the highest structural influence in the live cluster.
2
Acadia Healthcare Company, Inc. (ACHC)
Next confirmer
Watch
40
n/a
ACHC is helping confirm Cross-Sector Healthcare & Tech Innovation beyond ROIV, which matters for breadth and theme durability. It is the strongest next confirmer in the current live snapshot. Primary driver: -1.91% in 60m (z=-2.11).
3
ACHR (ACHR)
Participant
Live
n/a
n/a
ACHR is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
4
ACM (ACM)
Participant
Live
n/a
n/a
ACM is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
5
AUR (AUR)
Participant
Live
n/a
n/a
AUR is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
6
AWK (AWK)
Participant
Live
n/a
n/a
AWK is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
7
BEAM (BEAM)
Participant
Live
n/a
n/a
BEAM is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
8
BMRN (BMRN)
Participant
Live
n/a
n/a
BMRN is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
9
BNTX (BNTX)
Participant
Live
n/a
n/a
BNTX is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
10
CDNS (CDNS)
Participant
Live
n/a
n/a
CDNS is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
11
COIN (COIN)
Participant
Live
n/a
n/a
COIN is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
12
DNLI (DNLI)
Participant
Live
n/a
n/a
DNLI is acting as a bridge inside Cross-Sector Healthcare & Tech Innovation, helping the move transmit beyond the core leadership group.
Theme Stability
14 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 seen2026-05-13
Last seen2026-05-20
Runs14
Days6
ReadModerately stable
Label drift6 variants
2026-05-13
Broadening
15 names

Defense & Aerospace Innovation added 15 names and only removed 0

2026-05-14
Broadening
9 names

Aerospace & Defense added 9 names and only removed 0

2026-05-15
Broadening
42 names

Software - Application added 42 names and only removed 0

2026-05-18
Broadening
76 names

Cross-Sector Healthcare & Defense Tech added 76 names and only removed 0

2026-05-19
Broadening
41 names

Cross-Sector Innovation & Healthcare Focus added 41 names and only removed 0

2026-05-20
Broadening
49 names

Cross-Sector Healthcare & Tech Innovation added 9 names and only removed 1

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
69%
How often the same names keep reappearing.
Confirmer speed
17%
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.

LUMN → AGG
Hurting
cross_asset_lag1
26% link
30D
Cuts against it
Weak
LUMN → EMB
Hurting
cross_asset_lag1
23% link
30D
Cuts against it
Weak
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