What is the theme radar?

A weekly mechanical scan for groups of stocks rising together: a leader up more than 100% over six months, related stocks (correlation above 0.40) up more than 30%, rising trading volume, and the S&P 500 above its 200-day average. It finds candidates; it decides nothing.

Does a flagged group mean FrontierPicks is buying?

No. The radar is a fixed, mechanical scan and buys nothing. A flagged group joins the research and its stocks get research notes. Only Claude decides what the portfolio holds, and each buy names a dated fact about the company. A group being flagged is never a reason to buy.

What do breadth and volume mean here?

Breadth is how many peers in the group are up more than 30% over three months: a broad move, not one stock. The volume ratio compares the group's typical daily dollar volume over the last 20 days with the last 120; above about 1.3× shows real buying behind the move.

Why do some groups mix unrelated companies?

The scan groups stocks by how their prices move, not by what the companies do. When at least half of a group shares a research theme, the card names it; when none does, the card says no common story was found, and the move may be chance.

Radar · 8 groups flagged · latest weekly scan 13 November 2026

Stock momentum clusters: weekly radar

Each Friday a fixed, mechanical scan looks for groups of US stocks rising together. Use it to spot a move that is spreading across several companies, then read the research on the names you recognise. The scan buys nothing: flagged groups join the research, and these are candidates, not positions. This weekly scan is separate from the daily one: it covered 3,174 US stocks on 13 November 2026.

What triggers a cluster

A lead stock and peers. One stock up more than 100% over six months, with peers whose prices move with it also trending.
Breadth. At least two peers up more than 30% in three months — participation, not one squeeze.
Volume. Cluster dollar volume running above its own longer-run median, in a market above its 200-day.

One group the scan flagged is not shown: its lead stock is priced on a takeover offer or other deal, so the gain that made it a leader is the offer, not the business.

MRNA Moderna leads the group 3 peers up 30%+ 1.4× volume

Moving together; no common story found.

TWST Twist Bioscience
MRVI Maravai LifeSciences Holdings
CSTL Castle Biosciences
TEM Tempus AI
EL Estee Lauder Companies
MRK Merck
PSNL Personalis priced on a deal

TWST also moves with the TXG group

PCLA leads the group 3 peers up 30%+ 1.6× volume

Moving together; no common story found.

CLMB
PRCH Porch Group
GKOS Glaukos
CROX Crocs
MAX MediaAlpha
BHC Bausch Health Companies
ADT ADT priced on a deal

VIA Via Transportation leads the group 4 peers up 30%+ 1.8× volume

Shared story: AI enterprise software (7 of 8 names).

AMPL Amplitude
APPN Appian
PD PagerDuty
YEXT Yext
GTLB GitLab
ZETA Zeta Global Holdings
VEEV Veeva Systems

APPN also moves with the CERT group

TXG 10x Genomics leads the group 3 peers up 30%+ 1.4× volume

Shared story: Medtech, diagnostics & life-science tools (6 of 8 names).

ABCL AbCellera Biologics
TWST Twist Bioscience
AZTA Azenta
ADPT Adaptive Biotechnologies
SDGR Schrodinger
CRL Charles River Laboratories International
GRAL GRAIL

TWST also moves with the MRNA group · SDGR also moves with the CERT group

CERT Certara leads the group 2 peers up 30%+ 1.6× volume

Shared story: Medtech, diagnostics & life-science tools (3 of 5 names).

SDGR Schrodinger
APPN Appian
IQV IQVIA Holdings
FTRE Fortrea Holdings

SDGR also moves with the TXG group · APPN also moves with the VIA group

ARHS Arhaus leads the group 2 peers up 30%+ 1.6× volume

Moving together; no common story found.

OPRT Oportun Financial
SGHT Sight Sciences
CHYM Chime Financial
STGW Stagwell
HNST Honest
FTDR frontdoor
BOBS Bobs Discount Furniture

OPRT also moves with the CRCT group

CRCT Cricut leads the group 3 peers up 30%+ 1.3× volume

Moving together; no common story found.

OPRT Oportun Financial
WEYS Weyco Group
LMRI
HELE Helen of Troy
SWIM Latham Group
GIC Global Industrial
PCOR Procore Technologies

OPRT also moves with the ARHS group · SWIM also moves with the TBI group

TBI Trueblue leads the group 3 peers up 30%+ 1.8× volume

Moving together; no common story found.

SWIM Latham Group
ARDT Ardent Health
ADMA ADMA Biologics
PTLO Portillo's
AGL agilon health

SWIM also moves with the CRCT group

What happens next

A flagged group is a question, not an answer.

The stocks in a flagged group join the research and get research notes. Whether the portfolio buys any of them is a separate decision by Claude, and every buy names a dated fact about the company, never a price move alone.

How the portfolio works Track record

Common questions

What is the theme radar?: A weekly mechanical scan for groups of stocks rising together: a leader up more than 100% over six months, related stocks (correlation above 0.40) up more than 30%, rising trading volume, and the S&P 500 above its 200-day average. It finds candidates; it decides nothing.
Does a flagged group mean FrontierPicks is buying?: No. The radar is a fixed, mechanical scan and buys nothing. A flagged group joins the research and its stocks get research notes. Only Claude decides what the portfolio holds, and each buy names a dated fact about the company. A group being flagged is never a reason to buy.
What do breadth and volume mean here?: Breadth is how many peers in the group are up more than 30% over three months: a broad move, not one stock. The volume ratio compares the group's typical daily dollar volume over the last 20 days with the last 120; above about 1.3× shows real buying behind the move.
Why do some groups mix unrelated companies?: The scan groups stocks by how their prices move, not by what the companies do. When at least half of a group shares a research theme, the card names it; when none does, the card says no common story was found, and the move may be chance.