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Themes
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As of 2026-09-10, Oil Value Chain leads the ranked stock themes with a composite score of 72/100. The composite combines member relative strength, breadth, proximity to highs, and accumulation. Relative dollar volume provides supporting flow context. Read the relative strength methodology.
Copper Producers & Developers leads dollar-volume at +38%. Payments & Merchant Infrastructure climbed 4 spots to #12. Bitcoin Miners & Mining Infrastructure fell 3 to #16.
Oil producers, integrated companies, refiners, and services.
Oil producers, integrated companies, refiners, and services.
Precious-metals miners and royalty/streaming companies.
Genomics and precision-medicine tools.
Copper producers and developers.
Natural-gas, LNG, and midstream value-chain exposure.
AI compute, networking, optical, memory, and server infrastructure.
AI-native applications and agentic software.
Broad reference cohort for primary human-therapeutics companies.
Direct cybersecurity platforms and related digital-security infrastructure.
Broad reference cohort for software and platform businesses.
Broad reference cohort for semiconductors and equipment.
Payment networks, processors, merchant infrastructure, and wallets.
Obesity and weight-loss therapeutics and direct treatment exposure.
AI cloud operators and contracted-capacity hosts.
Digital banking, brokerage, lending, and financial platforms.
Bitcoin miners and direct mining infrastructure.
Industrial robotics, autonomy, and automation systems.
Uranium producers, developers, and nuclear-fuel exposure.
Power generation, grid equipment, and cooling for AI data centers.
Lithium producers and developers.
Space infrastructure, launch, satellite, and communications companies.
Rare earths and strategic-materials producers and developers.
Defense primes, defense technology, drones, and autonomy.
Pure-play quantum computing and credible quantum adjacencies.
Advanced nuclear technology and reactor-development businesses.
Broad geographic reference cohort for US-listed companies with material mainland-China-centered operations or economics.
Below the 60% coverage threshold to rank. Shown for transparency — metrics resume once enough members have clean history.
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.