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.

Utilities industries

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

Best rotation
Power Trading & Consultancy
Utilities · 5.2% 1M
Highest Stage 2 mix
Water Management
100.0% in Stage 2
Weakest group
Power Infrastructure
-6.4% 1M · 28.6% Stage 2
Tracked industries
7
Within Utilities
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
Water ManagementUtilities→+50.0pp100.0%-3.6%30.3%42.1%36.6%0%4
Power Trading & ConsultancyUtilities↑+3+25.0pp25.0%5.2%-0.2%16.3%19.5%0%4
Gas DistributionUtilities↓-2+16.7pp50.0%-0.6%3.1%8.4%4.6%33%8
Power Transmission & DistributionUtilities↓-2+16.7pp16.7%-5.5%-9.0%-8.1%2.7%0%6
Renewable EnergyUtilities↓↓-11+5.3pp15.8%-3.4%-1.8%5.6%1.3%33%19
Power InfrastructureUtilities↓↓-6-4.8pp28.6%-6.4%11.5%17.6%7.4%0%7
Power GenerationUtilities↓↓-24-9.1pp18.2%-2.0%-7.5%1.8%10.8%0%11