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    Theme Solar System

    Market themes as planets in orbit

    Analog/Mixed-SignalMemory & StorageOptical NetworkingEMS ProvidersUnmanned SystemsAI Datacenter HostsSemi. Cap EquipmentEnterprise SaaS

    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.

    How to read it

    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.

    The planets

    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.