General

The Group General category includes structural and classification metrics that define the composition and characteristics of each industry or theme. These metrics provide essential context around group size, liquidity, type (industry or theme), and overall market presence.

While these are not strategy-specific signals, they are critical for filtering and prioritizing groups during analysis. For instance, traders may choose to focus only on groups with a high number of liquid companies, or those that represent a meaningful share of total market capitalization—indicating where institutional capital is likely to concentrate.

These general metrics are especially useful when:

• Filtering for minimum group size or liquidity thresholds
• Distinguishing between industries and themes in screeners or visualizations
• Prioritizing groups with a significant impact on overall market movement
• Validating group composition before applying technical or fundamental filters

Industry or Theme

The name of the group, classified as either an industry or a theme based on its core narrative or sector.

Provides the descriptive identity of each group and enables filtering, searching, or segmentation when navigating through group-level data.

Daily

Group Type

Specifies whether the group is an Industry (based on sector classification) or a Theme (based on evolving macro or market narratives).

Helpful for filtering or structuring screeners to focus only on traditional sectors or on thematic movements driven by innovation, regulation, or macro trends.

Daily

IndustriesThemes

Tickers

Number of companies included in the industry or theme group. A minimum of 3 companies is required for a group to be included in screeners.

Daily

Liquid Tickers

The number of liquid common-share companies in the group, based on minimum volume and trading activity thresholds. These are the companies most suitable for execution and screening.

Supports filtering for groups with meaningful trading participation. Ideal for traders who want to avoid illiquid names and focus on groups with scalable opportunities.

Compact Name: Liquid

Regular Close

Liquid Tickers 5+

Total Market Capitalization (%)

Percentage of total U.S. market capitalization represented by the group. Groups contributing 3% or more are considered highly significant.

Prioritize groups with the greatest market impact. This metric is especially valuable when aligning with macro trends, ETF flows, or institutional positioning.

Compact Name: Total MarketCap (%)

Real-Time

Market Capitalization Leaders