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.

Materials industries

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

Best rotation
Packaging
Materials · 14.5% 1M
Highest Stage 2 mix
Metals - Lead
100.0% in Stage 2
Weakest group
Wood Products
-3.7% 1M · 50.0% Stage 2
Tracked industries
15
Within Materials
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
PackagingMaterials↑+3+33.3pp66.7%14.5%34.9%35.5%34.0%29%21
Plastic ProductsMaterials↓↓-13+21.1pp47.4%4.5%7.1%-1.1%10.2%11%19
PaintsMaterials↓-2+20.0pp60.0%0.9%0.9%10.3%-5.0%33%5
Specialty ChemicalsMaterials↓-1+17.6pp60.3%5.5%20.1%33.7%25.9%5%70
Wood ProductsMaterials↓-2+16.7pp50.0%-3.7%0.5%2.4%-6.1%0%6
Paper ProductsMaterials↑↑+7+13.0pp21.7%1.8%8.1%13.8%11.3%20%23
Diversified ChemicalsMaterials↑↑+16+12.5pp31.3%1.2%4.1%4.4%2.6%20%16
Fertilizers & Agro ChemicalsMaterials↑↑+6+5.1pp17.9%-0.9%-5.0%-7.0%-14.2%43%40
Commodity ChemicalsMaterials↑+1+4.5pp48.5%3.3%10.0%35.4%37.4%16%66
CementMaterials↑+2+2.9pp20.6%-1.5%-0.3%-5.7%-2.5%0%34
Metals - LeadMaterials↑+10.0pp100.0%3.8%11.1%9.5%-1.6%0%1
Metals - AluminiumMaterials↓↓-60.0pp28.6%9.7%-5.9%13.8%22.7%100%7
Mining - CoalMaterials—0.0pp0.0%-2.6%-7.5%-0.1%2.5%—2
Iron & SteelMaterials↑+1-2.0pp39.4%3.8%2.0%16.3%24.6%21%72
Metals - DiversifiedMaterials↓↓-25-7.1pp21.4%1.1%-14.9%-34.3%-31.9%33%14