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Renewable Energy & Filtration

Renewable Energy & Filtration

Expanding
Theme thesis

ATMU 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.

StageBroadening
UpdatedLive
Breadth100%
Setup strength
30
Glance animation
Trade Read
Why it matters

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

What changed

ATMU leadership persisted

What to watch

Need confirmation from commodities and rates before the bridge becomes durable.

What breaks it

Renewable Energy & Filtration can stay leader-led if secondary names fail to join while ATMU 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
100%
How broad the move is
Leaders
1
Confirmers
1
Lagging
0
Leaders
ATMU (ATMU)

ATMU is the current leadership name for Renewable Energy & Filtration, carrying the highest structural influence in the live cluster.

Confirmers
Ormat Technologies, Inc. (ORA)
Confirmed
ORA is helping confirm Renewable Energy & Filtration beyond ATMU, which matters for breadth and theme durability. It is the strongest next confirmer in the current live snapshot. Primary driver: -0.84% in 60m (z=-1.51).
32
Sectors
What Is Confirming
Confirming Sectors
ATMU
88% participation
88%
ORA
60% participation
60%
Watchlist Sectors
No live watch or absent sector spread available.
Live Names
2 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
ATMU (ATMU)
Leader
Live
n/a
n/a
ATMU is the current leadership name for Renewable Energy & Filtration, carrying the highest structural influence in the live cluster.
2
Ormat Technologies, Inc. (ORA)
Next confirmer
Watch
32
n/a
ORA is helping confirm Renewable Energy & Filtration beyond ATMU, which matters for breadth and theme durability. It is the strongest next confirmer in the current live snapshot. Primary driver: -0.84% in 60m (z=-1.51).
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
100%
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
47%
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.

ORA → CPER
Hurting
cross_asset_lag1
19% link
30D
Cuts against it
Weak
ORA → AGG
Hurting
cross_asset_lag1
15% link
30D
Cuts against it
Weak
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