Themes.

Every session, the wrap groups the day's movers by what actually drove them — a chip selloff, a rates move, a takeover, a name doing something entirely of its own. Those labels are written fresh each day, so the same driver arrives under a different name every time.

The categories below are the stable version of that: one fixed set, so a driver can be followed from session to session. A driver that turns up week after week is the signal worth watching — a one-off is just a day.

10 categories · 89 sessions · 1929 mover slots

AI & semiconductors has driven 88 of the 89 sessions on record. Rows are ordered by how often a driver has returned; each cell is one session, oldest on the left.

Canonical drivers by session. One row per driver, one column per session, oldest first. Each cell gives the movers that driver accounted for that session and the mean move across them. 10 drivers across 89 sessions and 1929 mover slots.
driver · sessionsmovers2026-06-292026-06-302026-07-012026-07-022026-07-062026-07-072026-07-082026-07-092026-07-102026-07-132026-07-142026-07-152026-07-162026-07-172026-07-202026-07-212026-07-222026-07-232026-07-242026-07-272026-07-282026-07-292026-07-302026-07-312026-08-032026-08-042026-08-052026-08-062026-08-072026-08-102026-08-112026-08-122026-08-132026-08-142026-08-172026-08-182026-08-192026-08-202026-08-212026-08-242026-08-252026-08-262026-08-272026-08-282026-08-312026-09-012026-09-022026-09-032026-09-042026-09-072026-09-082026-09-092026-09-102026-09-112026-09-142026-09-152026-09-162026-09-172026-09-182026-09-212026-09-222026-09-232026-09-242026-09-252026-09-282026-09-292026-09-302026-10-012026-10-022026-10-052026-10-062026-10-072026-10-082026-10-092026-10-122026-10-132026-10-142026-10-152026-10-162026-10-192026-10-202026-10-212026-10-222026-10-232026-10-262026-10-272026-10-282026-10-292026-10-30
AI & semiconductors72388/89
7 movers, net +10.63%
14 movers, net +11.01%
8 movers, net -10.87%
13 movers, net -11.71%
8 movers, net +3.65%
12 movers, net -12.32%
13 movers, net -7.38%
14 movers, net -1.86%
9 movers, net +11.65%
10 movers, net -8.01%
6 movers, net +4.26%
10 movers, net -10.73%
9 movers, net -11.97%
9 movers, net -13.59%
7 movers, net -13.62%
12 movers, net -0.71%
5 movers, net +7.06%
7 movers, net +18.96%
13 movers, net +2.10%
5 movers, net -3.65%
11 movers, net -11.24%
7 movers, net -18.79%
9 movers, net +14.74%
6 movers, net +11.06%
3 movers, net +9.24%
10 movers, net +19.10%
10 movers, net +11.50%
5 movers, net +7.71%
6 movers, net +9.70%
3 movers, net -9.61%
did not appear
9 movers, net +9.99%
6 movers, net +3.55%
10 movers, net +5.78%
11 movers, net +14.84%
20 movers, net +3.97%
6 movers, net -4.20%
8 movers, net -2.74%
7 movers, net -11.41%
14 movers, net -10.35%
4 movers, net +2.62%
2 movers, net +5.98%
8 movers, net +10.76%
6 movers, net -4.15%
5 movers, net +9.48%
3 movers, net -8.38%
4 movers, net -6.20%
3 movers, net -6.28%
8 movers, net +5.63%
8 movers, net +5.63%
7 movers, net +9.44%
8 movers, net +11.09%
7 movers, net -2.95%
13 movers, net +9.75%
9 movers, net -12.00%
7 movers, net -14.93%
7 movers, net -7.01%
8 movers, net +9.77%
8 movers, net +8.71%
10 movers, net +12.71%
19 movers, net +11.99%
10 movers, net +16.59%
9 movers, net +14.70%
11 movers, net +11.32%
7 movers, net +1.69%
4 movers, net +9.73%
3 movers, net -0.32%
11 movers, net +9.59%
12 movers, net +0.06%
6 movers, net +13.53%
12 movers, net +1.96%
9 movers, net +2.40%
8 movers, net -5.47%
4 movers, net -2.42%
11 movers, net -10.09%
8 movers, net -11.23%
9 movers, net -13.59%
7 movers, net -13.57%
11 movers, net -15.04%
13 movers, net -5.70%
8 movers, net -17.62%
5 movers, net +2.71%
10 movers, net -11.19%
3 movers, net -13.91%
8 movers, net +3.92%
5 movers, net +7.43%
4 movers, net +11.62%
2 movers, net -12.46%
7 movers, net -13.19%
Idiosyncratic & one-offs27065/89
5 movers, net -0.19%
2 movers, net +2.06%
4 movers, net +11.04%
did not appear
did not appear
5 movers, net +7.46%
4 movers, net -7.48%
3 movers, net +2.42%
3 movers, net -2.38%
4 movers, net -9.78%
7 movers, net +1.90%
did not appear
did not appear
5 movers, net -11.25%
did not appear
6 movers, net -4.23%
did not appear
1 mover, net -10.23%
5 movers, net -11.27%
6 movers, net +3.79%
1 mover, net -19.14%
did not appear
did not appear
8 movers, net +3.59%
6 movers, net +15.26%
did not appear
3 movers, net +2.43%
7 movers, net -16.06%
6 movers, net +1.46%
5 movers, net +18.73%
1 mover, net -49.61%
did not appear
4 movers, net +13.00%
6 movers, net -6.21%
7 movers, net -11.44%
5 movers, net -8.19%
did not appear
did not appear
3 movers, net -4.64%
did not appear
4 movers, net +16.70%
3 movers, net +9.10%
2 movers, net +28.46%
2 movers, net -7.18%
5 movers, net -2.51%
2 movers, net -2.96%
6 movers, net +6.08%
did not appear
did not appear
did not appear
2 movers, net -14.67%
2 movers, net -5.64%
2 movers, net +7.93%
did not appear
did not appear
3 movers, net -7.34%
4 movers, net +5.35%
2 movers, net -2.92%
7 movers, net -8.89%
5 movers, net +4.41%
3 movers, net +3.34%
2 movers, net -12.95%
did not appear
3 movers, net -13.26%
1 mover, net -6.91%
did not appear
3 movers, net -3.78%
5 movers, net -17.20%
7 movers, net -19.71%
4 movers, net -13.23%
4 movers, net -11.36%
did not appear
did not appear
2 movers, net +14.69%
6 movers, net -1.20%
9 movers, net -0.58%
4 movers, net -6.60%
3 movers, net +4.80%
3 movers, net -13.51%
did not appear
4 movers, net +2.83%
5 movers, net +5.73%
4 movers, net +15.06%
4 movers, net -8.66%
3 movers, net -2.27%
3 movers, net -13.31%
7 movers, net +1.47%
did not appear
8 movers, net +7.16%
Software & services24358/89
did not appear
did not appear
7 movers, net +17.09%
3 movers, net +21.03%
did not appear
did not appear
did not appear
did not appear
2 movers, net -8.25%
4 movers, net +7.75%
3 movers, net -2.08%
1 mover, net +12.96%
did not appear
did not appear
3 movers, net -17.36%
did not appear
5 movers, net -7.26%
6 movers, net -12.44%
did not appear
9 movers, net +9.22%
3 movers, net +10.49%
6 movers, net +22.56%
4 movers, net +23.25%
3 movers, net +19.33%
5 movers, net +16.74%
4 movers, net +22.14%
2 movers, net +29.59%
6 movers, net +3.61%
6 movers, net +9.19%
6 movers, net +20.05%
5 movers, net -10.94%
3 movers, net -23.69%
5 movers, net +12.01%
did not appear
2 movers, net -5.91%
did not appear
did not appear
did not appear
did not appear
did not appear
3 movers, net +1.84%
did not appear
9 movers, net +12.16%
6 movers, net +12.90%
6 movers, net +13.76%
3 movers, net +17.05%
7 movers, net -0.57%
10 movers, net -2.50%
5 movers, net -9.84%
5 movers, net -9.84%
6 movers, net -12.00%
5 movers, net -0.83%
did not appear
did not appear
4 movers, net +11.43%
2 movers, net +14.40%
3 movers, net +13.71%
2 movers, net +14.22%
did not appear
5 movers, net +9.00%
5 movers, net +9.00%
3 movers, net -9.06%
3 movers, net +0.28%
2 movers, net +14.80%
1 mover, net -11.42%
did not appear
did not appear
did not appear
did not appear
3 movers, net +11.30%
did not appear
did not appear
3 movers, net +6.39%
2 movers, net +6.55%
did not appear
2 movers, net +8.51%
did not appear
did not appear
6 movers, net -7.78%
5 movers, net -6.18%
did not appear
3 movers, net +11.75%
did not appear
2 movers, net +7.73%
3 movers, net +15.53%
2 movers, net +17.96%
4 movers, net -6.67%
5 movers, net -14.22%
5 movers, net -25.69%
Industrials & materials13934/89
did not appear
did not appear
did not appear
did not appear
5 movers, net +19.26%
3 movers, net -7.05%
3 movers, net -6.60%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
1 mover, net -18.83%
did not appear
7 movers, net +0.16%
3 movers, net +10.37%
8 movers, net +11.51%
7 movers, net +11.25%
did not appear
did not appear
did not appear
3 movers, net -13.62%
did not appear
did not appear
3 movers, net +7.48%
3 movers, net +11.95%
did not appear
2 movers, net +20.78%
8 movers, net +4.03%
2 movers, net -1.28%
did not appear
did not appear
2 movers, net +5.69%
did not appear
1 mover, net -12.22%
4 movers, net +0.41%
6 movers, net +9.72%
2 movers, net -0.14%
5 movers, net +11.94%
5 movers, net +13.52%
did not appear
did not appear
2 movers, net -7.14%
did not appear
2 movers, net -3.26%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
1 mover, net -12.40%
did not appear
3 movers, net -13.42%
did not appear
did not appear
did not appear
did not appear
1 mover, net +7.45%
did not appear
did not appear
3 movers, net +5.88%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
3 movers, net +10.75%
did not appear
3 movers, net -10.65%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
8 movers, net +1.17%
7 movers, net +10.96%
7 movers, net +5.24%
4 movers, net -11.52%
12 movers, net +1.73%
did not appear
Macro, rates & housing13833/89
5 movers, net +10.13%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
3 movers, net +0.25%
2 movers, net -10.66%
did not appear
did not appear
did not appear
did not appear
6 movers, net -2.85%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
9 movers, net -4.16%
6 movers, net -4.68%
4 movers, net -19.11%
5 movers, net -11.17%
3 movers, net -16.00%
did not appear
did not appear
1 mover, net +7.16%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
6 movers, net +8.38%
3 movers, net +7.63%
did not appear
did not appear
did not appear
did not appear
3 movers, net +12.06%
4 movers, net -7.50%
4 movers, net -6.24%
10 movers, net -7.03%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
5 movers, net -7.69%
2 movers, net -11.35%
did not appear
2 movers, net -0.04%
did not appear
4 movers, net +6.40%
3 movers, net -7.02%
did not appear
did not appear
did not appear
2 movers, net -7.91%
did not appear
5 movers, net -10.58%
4 movers, net -10.57%
5 movers, net -15.37%
3 movers, net -5.79%
3 movers, net -5.79%
3 movers, net +13.38%
did not appear
3 movers, net -1.54%
3 movers, net -9.58%
did not appear
3 movers, net +15.42%
did not appear
7 movers, net -8.60%
7 movers, net +6.69%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
M&A & corporate actions11533/89
3 movers, net +4.28%
4 movers, net +18.28%
2 movers, net +1.17%
4 movers, net +16.48%
8 movers, net +6.00%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
3 movers, net +5.57%
6 movers, net +3.00%
did not appear
4 movers, net +5.09%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
2 movers, net -14.46%
2 movers, net +0.00%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
2 movers, net +8.00%
did not appear
did not appear
did not appear
5 movers, net +10.71%
2 movers, net +15.03%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
2 movers, net -11.32%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
2 movers, net +14.50%
did not appear
2 movers, net +1.87%
did not appear
6 movers, net +8.14%
did not appear
3 movers, net +2.39%
6 movers, net +3.29%
did not appear
4 movers, net -10.97%
3 movers, net -3.04%
3 movers, net -18.92%
2 movers, net -21.29%
2 movers, net -6.18%
did not appear
did not appear
5 movers, net -12.41%
4 movers, net +20.16%
8 movers, net +6.80%
4 movers, net +13.80%
did not appear
did not appear
did not appear
did not appear
3 movers, net +6.47%
did not appear
2 movers, net -25.55%
2 movers, net -22.25%
did not appear
did not appear
3 movers, net -2.20%
did not appear
did not appear
did not appear
2 movers, net +4.48%
did not appear
Healthcare & life sciences8833/89
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
5 movers, net -10.26%
3 movers, net -9.94%
5 movers, net +8.13%
did not appear
4 movers, net -5.85%
did not appear
3 movers, net -4.90%
3 movers, net +8.26%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
3 movers, net -8.67%
did not appear
2 movers, net -6.80%
2 movers, net -0.71%
5 movers, net -2.88%
2 movers, net +3.64%
did not appear
did not appear
did not appear
did not appear
2 movers, net +94.78%
3 movers, net -11.49%
3 movers, net +8.93%
1 mover, net +115.47%
2 movers, net +15.05%
1 mover, net -5.77%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
2 movers, net -9.45%
did not appear
4 movers, net -9.10%
2 movers, net -19.36%
2 movers, net -17.42%
3 movers, net -1.81%
did not appear
4 movers, net +8.61%
2 movers, net +15.73%
did not appear
did not appear
2 movers, net +15.99%
4 movers, net +6.61%
2 movers, net +20.89%
2 movers, net +13.96%
1 mover, net +11.45%
did not appear
did not appear
did not appear
3 movers, net +7.20%
did not appear
did not appear
did not appear
2 movers, net +12.89%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
2 movers, net +7.45%
did not appear
did not appear
did not appear
did not appear
2 movers, net +7.70%
did not appear
did not appear
Consumer & retail9329/89
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
9 movers, net +12.08%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
2 movers, net +17.66%
2 movers, net -16.54%
3 movers, net -14.99%
3 movers, net -3.12%
did not appear
3 movers, net +10.97%
2 movers, net +0.99%
3 movers, net -12.60%
2 movers, net -4.15%
3 movers, net +11.49%
did not appear
did not appear
4 movers, net -2.65%
2 movers, net +5.22%
did not appear
did not appear
did not appear
2 movers, net -0.92%
2 movers, net -11.65%
2 movers, net -11.65%
4 movers, net -10.57%
5 movers, net -10.78%
4 movers, net -14.15%
3 movers, net -15.16%
2 movers, net -14.41%
4 movers, net -5.61%
did not appear
did not appear
did not appear
did not appear
3 movers, net +10.25%
5 movers, net +0.84%
did not appear
did not appear
did not appear
4 movers, net +9.45%
3 movers, net +12.69%
2 movers, net +14.02%
2 movers, net +15.11%
did not appear
did not appear
did not appear
did not appear
5 movers, net -8.77%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
3 movers, net +2.55%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
Energy & power6624/89
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
3 movers, net +1.90%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
3 movers, net +3.80%
did not appear
did not appear
2 movers, net -3.41%
did not appear
did not appear
did not appear
4 movers, net +7.12%
2 movers, net +9.25%
3 movers, net +8.73%
did not appear
4 movers, net +13.21%
did not appear
2 movers, net +12.88%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
2 movers, net -23.40%
2 movers, net +7.44%
2 movers, net -16.49%
2 movers, net -22.91%
2 movers, net -6.34%
2 movers, net -6.34%
did not appear
did not appear
did not appear
did not appear
2 movers, net -11.04%
did not appear
5 movers, net -6.55%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
2 movers, net +5.81%
did not appear
did not appear
3 movers, net +10.01%
3 movers, net +17.33%
4 movers, net -2.02%
3 movers, net +14.82%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
4 movers, net -10.78%
2 movers, net +6.14%
did not appear
3 movers, net -7.88%
did not appear
did not appear
did not appear
Financials & payments5420/89
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
3 movers, net +10.21%
did not appear
did not appear
did not appear
2 movers, net +13.75%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
3 movers, net +6.36%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
2 movers, net +10.95%
2 movers, net +17.18%
4 movers, net +12.02%
3 movers, net +12.67%
did not appear
did not appear
did not appear
did not appear
did not appear
3 movers, net +11.33%
3 movers, net +2.80%
3 movers, net +2.80%
did not appear
1 mover, net +5.35%
did not appear
did not appear
1 mover, net +9.24%
did not appear
did not appear
did not appear
2 movers, net +10.39%
did not appear
4 movers, net +4.43%
4 movers, net +6.18%
1 mover, net +14.51%
did not appear
did not appear
2 movers, net -19.19%
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
did not appear
6 movers, net +3.56%
3 movers, net +12.68%
did not appear
did not appear
2 movers, net -9.92%
did not appear
did not appear
did not appear
did not appear

bar: sessions the driver appeared in · cell: movers that session, darker where there were more · green up, red down, amber flat · dotted: didn't appear · hover a cell for that session's own label

Every driver