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Themes
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As of 2026-07-20, Cybersecurity leads the ranked stock themes with a composite score of 66/100. The composite combines member relative strength, breadth, proximity to highs, and accumulation. Relative dollar volume provides supporting flow context. Read the relative strength methodology.
Crypto Proxies leads dollar-volume at +1%. Crypto Proxies climbed 2 spots to #15. Nuclear / SMR fell 2 to #17.
Pure-play and leading security-software vendors — endpoint, network, cloud, identity, and vuln management.
Pure-play and leading security-software vendors — endpoint, network, cloud, identity, and vuln management.
Clinical-stage momentum leaders, commercial-franchise anchors, and gene-editing / genomic-diagnostics platforms.
Incretin-class drugs, the next wave of obesity / metabolic therapeutics, and obesity-economy beneficiaries.
Software companies whose product is AI — agentic platforms, data infra, and AI-native applications.
Integrated majors, E&P producers, and oilfield services across the hydrocarbon value chain.
Payment networks, processors, neobanks, brokerages, BNPL, and stablecoin infrastructure.
Subscription software — horizontal apps, vertical SaaS, dev/data platforms, and security. The broad software tape in one basket.
The hardware picks-and-shovels of the AI build-out — compute, networking, optical, memory, servers, storage, and power.
GPU-cloud operators, HPC hosts, and storage/server providers converting powered capacity into AI compute.
Chip makers, memory, foundry/logic leaders, and the semiconductor capital-equipment that builds them.
US-listed ADRs of leading Chinese internet, tech, and consumer companies.
Generation, grid, transformers, switchgear, and cooling — the second-order beneficiaries of AI compute.
Modern-warfare drone, autonomy, and missile plays alongside incumbent primes and defense-tech software.
Humanoid and industrial robotics, factory automation, machine vision, and autonomy enablers.
Public-equity expressions of the bitcoin / crypto cycle — exchanges, miners, treasuries, and stablecoin infra.
Launch, satellites, lunar infrastructure, space data, and communication systems exposed to commercial and defense demand.
Small modular reactors, nuclear utilities, and fuel-cycle plays riding the AI-power demand thesis.
Pure-play quantum-computing names plus credible quantum programs and quantum-safe adjacents.
Gold and silver producers, royalty/streaming companies, and major developers.
Upstream uranium producers, developers, and fuel-cycle names riding the nuclear-renaissance commodity narrative.
Rare earths, lithium, antimony, niobium, and strategic-mineral supply-chain names tied to electrification and defense.
Composite blends median member relative strength, breadth above the 50-day, proximity to 52-week highs, and institutional accumulation, weighted and normalized to 0–100. Ranked daily on end-of-day data, posted ~17:00 ET. Dollar-volume flow compares the session's aggregate member turnover to each theme's own 20-day baseline. Baskets below 60% coverage are held out of ranking.
TickerStance is a regime read, not trading advice. Stance is computed daily from public market data and posted ~17:00 ET. Past regime ≠ future returns.