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.

Sector rotation tracker

Sector-level stage mix, weighted returns, and RS context — is the market broadening, or hiding in a narrow set of pockets?

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Best rotation

Consumer Discretionary

3.3% 1M return

Highest Stage 2 mix

Health Care

48.3% of names in Stage 2

Weakest sector

Utilities

-6.4% 1M · 21.0% Stage 2

Tracked sectors

Rotation scoreboard by sector

Trader read

Today: 4 sectors building, 4 peaking. Broad participation — the scan deserves full attention. The 20d Δ column shows whether a sector is gaining or losing Stage 2 stocks — direction matters more than the absolute level. Sectors building Stage 2 (below 40% participation, rising) have historically outperformed peaked sectors by a wide margin.

Sector Concentration · HHI · 2026-08-31

1,454Low-91 30d

Stage 2 leadership is broad across sectors — a healthy market sign. Most sector groups are participating. Across 11 sectors holding 870 Stage 2 stocks. Range: ~900 (perfectly even) → 10,000 (single sector dominates).

30-day trend

2026-07-21 → 2026-08-31

Click a sector name to open its industry breakdown · Click column headers to sort

Sector ↕	Stage 2% ↓	20d Δ ↕	Direction	1M ↕	3M ↕	6M ↕	YTD ↕	% Accel S2 ↕	Members ↕	Leaders
Health Care→	48.3%	-4.0pp	↓ Peaking	3.1%	14.6%	26.3%	24.9%	9%	176	BLISSGVS INDSWFTLAB VENUSREM all →
Energy→	41.4%	+12.8pp	↑ Building	-1.8%	-0.7%	-10.7%	-12.3%	42%	29	CHENNPETRO SEAMECLTD GANDHAR all →
Consumer Discretionary→	37.0%	-0.6pp	→ Flat	3.3%	13.3%	12.9%	11.4%	11%	480	ATHERENERG SANSERA THANGAMAYL all →
Financials→	36.5%	-1.1pp	↓ Peaking	0.1%	7.7%	-5.3%	-1.8%	6%	266	VIJIFIN ONELIFECAP TFCILTD all →
Materials→	36.1%	+2.8pp	↑ Building	1.7%	1.1%	8.9%	10.9%	18%	457	MAHASTEEL SALSTEEL SANGINITA all →
Consumer Staples→	34.3%	+12.0pp	↑ Building	-2.7%	0.3%	-1.5%	-4.6%	45%	169	CUPID SCPL BAJAJCON all →
Industrials→	32.4%	-3.7pp	↓ Peaking	2.8%	6.5%	18.6%	22.1%	21%	512	MTARTECH BHAGYANGR PRECWIRE all →
Information Technology→	28.4%	-3.0pp	↓ Peaking	2.2%	1.3%	8.2%	-9.7%	20%	176	CPPLUS AVALON RPTECH all →
Real Estate→	26.5%	+0.5pp	→ Flat	1.0%	14.8%	11.8%	1.3%	15%	104	PVP VIPULLTD LANCORHOL all →
Utilities→	21.0%	-0.1pp	→ Flat	-6.4%	-9.4%	-3.0%	2.2%	38%	62	QPOWER UEL WABAG all →
Communication Services→	20.8%	+2.1pp	↑ Building	0.7%	8.5%	14.6%	7.4%	30%	96	STLTECH HFCL IDEA all →