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.

Industrials industries

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

Best rotation
Heavy Machinery
Industrials · 23.6% 1M
Highest Stage 2 mix
Batteries
60.0% in Stage 2
Weakest group
Building Products - Glass
-12.1% 1M · 0.0% Stage 2
Tracked industries
31
Within Industrials
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
Trucks & BusesIndustrials↓-2+25.0pp50.0%4.4%18.5%-3.5%7.7%0%4
BatteriesIndustrials↓-4+20.0pp60.0%-3.7%0.5%15.0%3.1%0%5
Building Products - Prefab StructuresIndustrials↓-1+20.0pp40.0%-9.7%4.0%0.5%-26.0%0%5
RailIndustrials↓↓-35+13.3pp33.3%4.9%8.1%12.7%4.6%50%6
Heavy MachineryIndustrials↑↑+37+11.9pp28.6%23.6%44.0%57.0%84.1%0%7
Building Products - CeramicsIndustrials↑+2+10.0pp50.0%1.5%7.7%26.4%17.7%40%10
CablesIndustrials↓↓-110.0pp54.5%11.5%18.0%42.8%42.9%50%11
AirlinesIndustrials↓-10.0pp50.0%1.2%17.2%7.9%1.5%0%2
Building Products - LaminatesIndustrials↑+10.0pp50.0%-5.0%6.3%4.3%-5.1%0%4
PortsIndustrials→0.0pp33.3%-3.2%-5.7%29.1%18.6%0%3
ShipbuildingIndustrials↓-20.0pp33.3%3.8%4.9%12.1%54.2%0%6
Employment ServicesIndustrials↑+30.0pp33.3%10.8%52.1%68.2%56.9%0%3
Building Products - PipesIndustrials↓↓-150.0pp30.4%14.5%14.0%12.1%23.1%43%23
Commodities TradingIndustrials↓↓-190.0pp21.4%-4.5%-2.7%21.6%22.1%0%14
Renewable Energy Equipment & ServicesIndustrials↓↓-150.0pp14.3%1.6%-4.0%16.9%11.9%0%14
RoadsIndustrials↑+10.0pp14.3%-0.9%-4.4%-6.4%-13.6%0%7
Building Products - GlassIndustrials—0.0pp0.0%-12.1%-32.4%-10.7%-32.2%—2
TractorsIndustrials—0.0pp0.0%-2.7%6.0%-15.1%-18.3%—3
Agricultural & Farm MachineryIndustrials↑↑+50.0pp0.0%-1.0%4.2%-12.4%-21.6%—6
Business Support ServicesIndustrials↑↑+8-1.9pp45.5%7.7%15.2%21.2%7.9%20%22
Construction & EngineeringIndustrials↓↓-6-3.9pp25.0%0.4%-0.0%-0.2%-0.8%14%88
Electrical Components & EquipmentsIndustrials↑↑+6-4.3pp41.9%8.4%14.6%34.6%42.3%33%43
LogisticsIndustrials↑+1-4.5pp37.0%-4.0%11.4%15.9%11.0%0%46
Building Products - OthersIndustrials↓-1-4.8pp28.6%11.5%29.3%63.4%110.9%0%7
Industrial MachineryIndustrials→-7.2pp41.6%3.3%8.1%25.3%30.9%31%101
Heavy Electrical EquipmentsIndustrials↓↓-27-11.1pp27.8%3.5%-0.1%34.3%48.9%20%18
Environmental ServicesIndustrials↓-3-13.3pp20.0%-10.0%-3.8%-14.4%-23.6%0%5
ConglomeratesIndustrials↑+2-14.4pp5.6%1.6%0.2%-1.8%-10.0%0%18
AirportsIndustrials↓-1-16.7pp33.3%-6.6%-12.3%-11.6%-14.7%0%3
Aerospace & Defense EquipmentsIndustrials↓↓-28-28.3pp41.7%4.6%16.4%36.7%16.1%20%12
DredgingIndustrials—-100.0pp0.0%-3.3%-9.9%19.9%11.2%—1