Sector rotation
Industrials industries
Filtered to industries inside Industrials. Use this to see exactly which groups are carrying that sector.
Best rotation
Building Products - Others
Industrials · 9.2% 1M
Highest Stage 2 mix
Ports
66.7% in Stage 2
Weakest group
Building Products - Laminates
-10.1% 1M · 0.0% Stage 2
Tracked industries
25
2 thin industries (<3 names) excluded
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 ↕ | 20d Δ (pp) ↓ | % Stage 2 ↕ | 1M ↕ |
|---|---|---|---|
| Ports | +33.3pp was 33.3% | 66.7% | 2.0% |
| Rail | +16.7pp was 33.3% | 50.0% | -3.1% |
| Building Products - Others | +14.3pp was 28.6% | 42.9% | 9.2% |
| Stationery | +14.3pp was 0.0% | 14.3% | -3.0% |
| Commodities Trading | +7.1pp was 21.4% | 28.6% | -7.7% |
| Conglomerates | +5.6pp was 11.1% | 16.7% | -3.2% |
| Construction & Engineering | +0.2pp was 15.9% | 16.1% | -3.6% |
| Cables | 0.0pp was 45.5% | 45.5% | -0.1% |
| Employment Services | 0.0pp was 33.3% | 33.3% | -3.6% |
| Building Products - Ceramics | 0.0pp was 30.0% | 30.0% | -2.3% |
| Heavy Machinery | 0.0pp was 28.6% | 28.6% | -3.6% |
| Logistics | 0.0pp was 28.3% | 28.3% | 0.6% |
| Renewable Energy Equipment & Services | 0.0pp was 14.3% | 14.3% | -0.9% |
| Building Products - Laminates | 0.0pp was 0.0% | 0.0% | -10.1% |
| Building Products - Granite | 0.0pp was 0.0% | 0.0% | 0.9% |
| Industrial Machinery | -1.0pp was 34.6% | 33.7% | 0.7% |
| Electrical Components & Equipments | -2.3pp was 34.9% | 32.6% | -1.3% |
| Business Support Services | -7.6pp was 40.9% | 33.3% | 1.5% |
| Aerospace & Defense Equipments | -8.3pp was 41.7% | 33.3% | 5.9% |
| Building Products - Pipes | -8.7pp was 47.8% | 39.1% | 2.8% |
| Heavy Electrical Equipments | -11.1pp was 27.8% | 16.7% | -1.0% |
| Shipbuilding | -16.7pp was 33.3% | 16.7% | -3.4% |
| Environmental Services | -20.0pp was 20.0% | 0.0% | -8.6% |
| Building Products - Prefab Structures | -20.0pp was 20.0% | 0.0% | 6.7% |
| Trucks & Buses | -25.0pp was 75.0% | 50.0% | -2.4% |