Sector rotation

Where the money is going.

Leadership trends, sector and industry stage mix, the full heatmap, and the multi-year history — one place to decide which pockets deserve your attention.

Communication Services industries

Filtered to industries inside Communication Services. Use this to see exactly which groups are carrying that sector.

Best rotation
Telecom Equipments
Communication Services · 20.7% 1M
Highest Stage 2 mix
Theatres
100.0% in Stage 2
Weakest group
TV Channels & Broadcasters
-10.7% 1M · 0.0% Stage 2
Tracked industries
9
Within Communication Services
How to use it

When a sector looks strong, check whether the lift is broad or being carried by just one or two industries. Prioritise setups inside the industries with rising returns, healthy Stage 2 participation, and the strongest leader list. Click any column header to sort.

Industry ↕Sector ↕Δ Rank ↕20d Δ S2 ↓% Stage 2 ↕1M ↕3M ↕6M ↕YTD ↕% Accel S2 ↕Members ↕LeadersLaggards
TheatresCommunication Services↓-2+100.0pp100.0%6.8%22.4%17.0%15.4%0%1
RadioCommunication Services↓-3+33.3pp33.3%-3.8%-0.8%-1.0%-8.4%0%3
Online ServicesCommunication Services↑↑+16+31.6pp36.8%9.0%24.4%20.8%2.1%29%19
Cable & D2HCommunication Services↓-2+16.7pp16.7%-0.5%-1.4%-3.6%-20.6%100%6
PublishingCommunication Services→0.0pp25.0%-1.2%12.6%20.6%3.4%0%12
AdvertisingCommunication Services↓↓-6-11.1pp0.0%-0.2%3.8%-9.4%-10.2%—10
Telecom EquipmentsCommunication Services↓↓-16-11.1pp44.4%20.7%17.0%206.3%284.8%75%9
Movies & TV SerialsCommunication Services↓-4-11.9pp16.7%-4.4%-0.5%18.8%14.8%0%18
TV Channels & BroadcastersCommunication Services—-14.3pp0.0%-10.7%-6.8%-11.6%-11.4%—7