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Asset Management

Asset Management

Stable
Theme thesis

STN 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
Breadth41%
Setup strength
34
Glance animation
Trade Read
Why it matters

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

What changed

STN leadership persisted

What to watch

EEFT 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 vol.

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
41%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
Stantec Inc (STN)
-2.8%
Conv.69

STN is following the broader theme move.

Confirmers
No live confirmer roster available.
Supporting Names
ABM Industries Incorporated (ABM)
+0.9%
ABM is following the broader theme move.
Airbnb, Inc. (ABNB)
-1.0%
ABNB is following the broader theme move.
Affirm Holdings, Inc. (AFRM)
+2.1%
AFRM is following the broader theme move.
Alcon Inc. (ALC)
-0.4%
ALC is following the broader theme move.
Ameriprise Financial, Inc. (AMP)
+0.6%
AMP is confirming the move early.
Apollo Global Management, Inc. (APO)
+1.6%
APO is following the broader theme move.
Avantor, Inc. (AVTR)
-3.7%
AVTR is following the broader theme move.
BBWI (BBWI)
BBWI is acting as a bridge inside Asset Management, helping the move transmit beyond the core leadership group.
BGSI (BGSI)
BGSI is acting as a bridge inside Asset Management, helping the move transmit beyond the core leadership group.
BIO (BIO)
BIO is acting as a bridge inside Asset Management, helping the move transmit beyond the core leadership group.
BZ (BZ)
BZ is acting as a bridge inside Asset Management, helping the move transmit beyond the core leadership group.
Not Yet Participating
ALC (ALC)
46%
Not participating yet
AMP (AMP)
41%
Not participating yet
APO (APO)
36%
Not participating yet
Sectors
What Is Confirming
Confirming Sectors
STN
88% participation
88%
Watchlist Sectors
ABM — Participation 64%
ABNB — Participation 58%
AFRM — Participation 52%
Absent Sectors
ALC — Still absent
AMP — Still absent
APO — Still absent
Live Names
12 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
Stantec Inc (STN)
Leader
Mixed
69
-2.8%
STN is following the broader theme move.
2
ABM Industries Incorporated (ABM)
Participant
Live
n/a
+0.9%
ABM is following the broader theme move.
3
Airbnb, Inc. (ABNB)
Participant
Live
n/a
-1.0%
ABNB is following the broader theme move.
4
Affirm Holdings, Inc. (AFRM)
Participant
Live
n/a
+2.1%
AFRM is following the broader theme move.
5
Alcon Inc. (ALC)
Participant
Live
n/a
-0.4%
ALC is following the broader theme move.
6
Ameriprise Financial, Inc. (AMP)
Participant
Live
n/a
+0.6%
AMP is confirming the move early.
7
Apollo Global Management, Inc. (APO)
Participant
Live
n/a
+1.6%
APO is following the broader theme move.
8
Avantor, Inc. (AVTR)
Participant
Live
n/a
-3.7%
AVTR is following the broader theme move.
9
BBWI (BBWI)
Participant
Live
n/a
n/a
BBWI is acting as a bridge inside Asset Management, helping the move transmit beyond the core leadership group.
10
BGSI (BGSI)
Participant
Live
n/a
n/a
BGSI is acting as a bridge inside Asset Management, helping the move transmit beyond the core leadership group.
11
BIO (BIO)
Participant
Live
n/a
n/a
BIO is acting as a bridge inside Asset Management, helping the move transmit beyond the core leadership group.
12
BZ (BZ)
Participant
Live
n/a
n/a
BZ is acting as a bridge inside Asset Management, helping the move transmit beyond the core leadership group.
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
80%
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
74%
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.

EEFT → UVXY
Neutral
cross_asset_lag1
17% link
30D
Supports it
Weak
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