Where the basket ranks among 30 US sectors right now, how broad the move is, and which names make up the basket.
Showing the after hours, on the 4pm close basis. Updates every few minutes during the session, 4pm close after hours.
Ranked next to it right now: Solar and Clean -0.25% #15 · Cybersecurity -0.29% #16 · Nuclear and Uranium -0.35% #18 · FinTech -0.38% #19
11 names, one share class per company. The roster is versioned, so every rank ever published for this basket points at a known list of names.
| •••• | -0.70% |
| •••• | -0.62% |
| •••• | -0.58% |
The names behind the moves are for members.
Enterprise software and data platforms sold as subscriptions. The group trades on growth expectations and on how the market feels about software margins in an AI world. When the basket ranks near the bottom while chips rank near the top, the market is voting for hardware over software.
Eleven software names from the large platforms to the growth names. Software tends to move as a group on rates and on the AI software question, so nine or more green is the normal shape of a real rotation into it. One name gapping on earnings while the rest sit is not the group.
Every basket is scored on its average move and its breadth against the other 29, every few minutes during the session and again at the 4pm close. The rank is the basket’s place in that list. It comes from the tape itself, not from headlines, so rotation shows up here before it is written about.
11 names, one share class per company: PLTR (Palantir Technologies), CRM (Salesforce), NOW (ServiceNow), SNOW (Snowflake), DDOG (Datadog), MDB (MongoDB), TEAM (Atlassian), WDAY (Workday), HUBS (HubSpot), GTLB (GitLab), DT (Dynatrace). The roster is versioned, so every rank the board publishes for the basket points at a known list of names.
Right now the basket is down 0.34% on the 4pm close, ranked 17 of 30 US sector baskets, with 2 of 11 names green. The numbers on this page update every few minutes during the session.
Every basket is scored on its average move and its breadth against the other 29, every few minutes during the session and again at the 4pm close. The rank is the basket’s place in that list. It comes from the tape itself, not from headlines, so rotation shows up here before it is written about.
This page shows the three biggest moves inside the basket today without naming the stocks. Members see every name in rank order, which one is leading and which has not moved, and the alerts when a name crosses a level on real volume.