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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.

Follow the groups that are actually moving the tape

Leadership trends across sectors and industries — where participation is broadening, and whether the move has persistence.

Latest snapshot
2026-08-21
Most recent rotation date
Best 1M-return industry
Restaurants & Cafes
29.1% 1M · 66.7% in Stage 2
History loaded
74
Sessions available for plotting
Biggest rank jump
Metals - Lead
+1 vs 5 sessions ago
Use this page to confirm leadership
Do not jump from breadth straight into stock picks. Rotation tells you whether the strongest names are backed by real group participation.
Prefer improving ranks over static winners
A group that is climbing the table can matter more than one that is simply still sitting at rank one after an extended run.
Stage 2 breadth matters
High 1M performance is useful, but it becomes stronger when the percentage of Stage 2 names inside the group is expanding too.
1M Return
Relative lines show the last available history for the leading groups in the selected view.
2026-05-082026-08-21
Theatres
20.79
Dredging
13.40
Metals - Lead
3.76
Animation
3.64
Three Wheelers
1.97
Water Management
-3.58
Latest Rank Table

These are the current leaders in the selected view. Rank change compares the current order against roughly one trading week ago.

IndustrySectorRank Δ% Stage 220d Δ1D1M3M% Accel S2Leaders
TheatresCommunication Services100.0%+100.0pp-0.2%20.8%24.2%0%
DredgingIndustrials100.0%+0.0pp-0.2%13.4%4.9%100%
Metals - LeadMaterials+1100.0%+0.0pp1.6%3.8%11.1%0%
AnimationConsumer Discretionary+1100.0%+100.0pp5.1%3.6%22.4%0%
Three WheelersConsumer Discretionary-2100.0%+0.0pp-0.9%2.0%-0.4%0%
Water ManagementUtilities100.0%+50.0pp-1.5%-3.6%30.3%0%