Market themes as planets in orbit
The Critical Min. & REE planet grew 2.1× since Jan 2022.
$1.5B a day trades across its 40 stocks, against $699.0M in Jan 2022.
Theme of the year: 2025.
Biggest moons: MP · USAR · ALM · CRML · SQM · ERO · TGB · LAC.
Monthly to Sep 2026. Members from scanr’s October 4, 2026 theme classification.
Members are today’s, from scanr’s October 4, 2026 theme classification, followed back in time: a stock that listed later joins its planet when it started trading. Planet size is average daily dollar volume over 63 sessions. Moon distance is the six-month return relative to SPY. Satellite (tier-2) members are drawn as spacecraft, at most five per planet, placed and sized like moons. Daily bars, split-adjusted. Not financial advice.
The planets are scanr’s market themes: groups of stocks that trade together, found by clustering how they move. A planet’s size is the money traded in its stocks each day, averaged over three months.
A small theme is an asteroid, a mid-sized one a rocky world, and the biggest become gas giants in the theme’s color. Moons go from asteroid to rocky world. Watch AI Datacenter Hosts swell from an asteroid in 2022 to a gas giant.
The moons are each theme’s most-traded stocks. A moon orbits closer the more its last six months beat the S&P 500. It glows green while it is ahead and red while it is behind. Tap a moon to fly to it and see the stock’s basics.
The spacecraft are satellite members: stocks that belong to a theme without being one of its core members, often because they are core to another. Each planet carries up to five, the most-traded first. They orbit on their own tilted ring by the same rules as moons: closer the more they beat the S&P 500, bigger the more they trade. A stock appears as a moon of its core theme and as a spacecraft around the others. Tap one to see where it is core.
Big months leave a mark as the timeline plays. A solar flare hits a planet whose daily dollar volume grows 1.6× or more in a month. UFOs beam down on a moon or spacecraft whose trading grows 3× or more in a month. An asteroid strikes a stock whose standing against the S&P 500 falls by 60% or more in a month, and knocks it out to a wider orbit. And a gas giant that tripled in the year up to its peak, then loses 45% of it, collapses into a neutron star: a pulsar inside a nebula the size of the planet it was. It stays one until it is back to 80% of that peak.
Drag the timeline from January 2022 to today, or jump to a theme of the year: the planet that grew the most that year.
| Theme | Daily dollar volume | Since Jan 2022 | Biggest moons |
|---|---|---|---|
| Semiconductor manufacturing equipment | $120.0B | 5.5× | MRVL · AMAT · LRCX · ASML |
| Memory and data storage hardware | $69.3B | 22× | MU · SNDK · DELL · STX |
| Enterprise SaaS and workflow software | $55.4B | 1.3× | PLTR · CRM · NOW · SNOW |
| Analog and mixed-signal semiconductors | $42.4B | 2.3× | AMD · INTC · QCOM · TXN |
| Electronic manufacturing services providers | $26.2B | 13× | SMTC · JBL · TSEM · FLEX |
| AI datacenter hosting operators | $12.7B | 10× | IREN · CIFR · MARA · WULF |
| Optical networking and photonics | $11.9B | 27× | LITE · COHR · GLW · CIEN |
| Pure-play quantum computing | $2.9B | 5.5× | IONQ · QBTS · RGTI · QUBT |
| Unmanned defense systems and drones | $1.6B | 30× | AVAV · KTOS · KRMN · RCAT |
| Critical minerals and rare earths | $1.5B | 2.1× | MP · USAR · ALM · CRML |
| Residential and utility solar energy | $1.3B | 1× | FSLR · NXT · ENPH · SEDG |
| Advanced nuclear energy technology | $1.0B | 22× | OKLO · SMR · LEU |
Planet, sun and star maps: Solar System Scope, CC BY 4.0, resized and recoloured. Generated worlds made with World Orogen.
Spacecraft models: NASA 3D Resources, simplified and compressed: Voyager (NASA/Christopher R. Meaney) · James Webb Space Telescope (NASA/Christopher R. Meaney) · Cassini–Huygens (NASA/JPL/Solar System Simulator) · Parker Solar Probe (NASA/Matthew J. Garcia) · Dawn (NASA/Brian E. Kumanchik) · International Space Station (NASA/Michael D. Carbajal) · IceCube CubeSat (NASA/Christopher R. Meaney) · GOES weather satellite (NASA/Christopher R. Meaney) · Galileo (NASA/JPL/Solar System Simulator) · Chandra X-ray Observatory (NASA/Brian E. Kumanchik). Not affiliated with or endorsed by NASA. License and list of changes.