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.

Information Technology industries

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

Best rotation
Technology Hardware
Information Technology · 6.8% 1M
Highest Stage 2 mix
Communication & Networking
55.6% in Stage 2
Weakest group
Communication & Networking
-4.2% 1M · 55.6% Stage 2
Tracked industries
6
Within Information Technology
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
Outsourced servicesInformation Technology↓-4+10.0pp20.0%-2.2%7.7%9.7%-20.4%0%10
IT Services & ConsultingInformation Technology↑+1+2.9pp23.2%1.1%-1.2%-0.2%-21.8%26%82
Communication & NetworkingInformation Technology↑↑+200.0pp55.6%-4.2%11.3%41.6%32.1%20%9
Electronic EquipmentsInformation Technology→-3.8pp55.0%5.9%6.4%23.7%29.4%27%20
Software ServicesInformation Technology↓↓-5-13.3pp20.0%5.5%3.7%33.5%6.1%11%45
Technology HardwareInformation Technology↓↓-21-20.0pp40.0%6.8%45.6%57.3%40.4%0%10