Rotation

Rotation 2026-07-20

CONTEXT READ ONLY - NOT A GATE. Constituent medians from our own price data (liquidity floor $1M/day, groups ≥ 5 names); independent of OVTLYR - cross-confirm with their sector map. Rank = 1W median return; chg = rank move vs prior snapshot.

Sector ETF channels (green = above 20-EMA · click to chart)
Energy +6.0% vsSPY +5.8 Healthcare +5.7% vsSPY +5.5 Financials +3.7% vsSPY +3.5 Real Estate +2.9% vsSPY +2.7 Comm Svcs +1.5% vsSPY +1.3 Cons Staples +1.4% vsSPY +1.3 Utilities +1.1% vsSPY +0.9 Industrials -0.8% vsSPY -1.0 Cons Disc -0.8% vsSPY -0.9 Materials -3.8% vsSPY -4.0 Technology -5.4% vsSPY -5.6
Rotation Map 2026-07-20

How to read: each dot is a group measured against its own recent norm (center = its normal self); the fading curve is where it came from, the arrow is where it is heading. Money usually rotates clockwise: Improving → Leading → Weakening → Lagging — groups curling up out of Lagging into Improving are where the next leaders tend to come from. Click a chip above the map (or a table row) to hide/show a group; hover any of them to spotlight it; press play to replay the recent rotation.

Industry groups 20 standouts across the four quadrants · colored by parent sector · full list at the bottom
All industry groups by quadrant
Leading (48)
Broadline Retail IT Services Professional Services Financial Services Insurance Internet Content & Information Specialty Business Services Auto & Truck Dealerships +40 more
Improving (22)
Diversified Telecommunication Services Marine Shipping Wireless Telecommunication Services Agricultural Inputs Oil & Gas Integrated Marine Transportation Oil, Gas & Consumable Fuels Oil & Gas Midstream +14 more
Weakening (34)
Insurance - Specialty Medical Instruments & Supplies Health Care Providers & Services Diagnostics & Research Health Information Services Life Sciences Tools & Services Travel Services Health Care Technology +26 more
Lagging (31)
Metals & Mining Other Industrial Metals & Mining Farm & Heavy Construction Machinery Communication Equipment Distributors Building Products Electrical Equipment & Parts Beverages +23 more
# chg trend Group 1D 1W 1M 3M 6M >SMA50 RVOL N
1 +1 ›Financial Services -0.6 +0.7 +5.9 +6.0 +8.4 81% 1.01 513
2 +3 ›Consumer Defensive +0.1 +0.6 +3.5 +1.2 -0.7 66% 0.73 125
3 = ›Consumer Cyclical -0.8 +0.4 +1.9 -1.5 -6.3 59% 0.79 329
4 -3 ›Energy -0.1 +0.1 +0.4 -1.4 +23.0 40% 0.82 151
5 +2 ›Industrials -0.7 -0.2 -0.9 +0.0 +1.6 48% 0.94 444
6 -2 ›Communication Services +0.2 -0.3 +5.0 -1.5 +1.2 58% 1.09 147
7 -1 ›Utilities -0.5 -1.0 +2.2 -2.0 +4.1 55% 0.71 87
8 +2 ›Technology -0.2 -1.7 -3.2 +4.8 +0.8 43% 0.79 427
9 = ›Basic Materials -0.9 -1.8 -10.1 -15.4 -11.7 22% 0.89 198
10 -2 ›Healthcare -1.6 -1.9 +7.9 +3.2 +3.8 68% 0.76 513
# chg trend Group 1D 1W 1M 3M 6M >SMA50 RVOL N #led #disc chan
1 = ›Oil & Gas Refining & Marketing Energy +0.9 +5.9 +30.7 +40.1 +69.7 100% 1.07 11 - - idx
2 +53 ›Leisure Consumer Cyclical -0.3 +5.0 +3.5 -2.1 -2.7 80% 0.74 5 - - idx
3 -1 ›Industrial Distribution Industrials -0.1 +4.7 +2.5 +10.3 +6.2 83% 0.75 6 - - idx
4 +4 ›Tobacco Consumer Defensive +0.1 +4.5 +6.2 +5.9 +1.9 83% 0.74 6 - - idx
5 +10 ›Apparel Manufacturing Consumer Cyclical -1.4 +4.3 +1.1 +6.6 +18.9 50% 0.64 6 - - idx
6 +6 ›Broadline Retail Consumer Cyclical +0.9 +3.8 +9.4 +3.3 -10.7 75% 0.72 12 - - idx
7 +31 ›Apparel Retail Consumer Cyclical +1.2 +3.1 +1.8 -2.2 -13.9 56% 0.78 9 - - XRT
8 -2 ›Leisure Products Consumer Cyclical -0.6 +2.6 +6.1 +5.7 +2.8 67% 1.51 9 - - idx
9 +49 ›Farm Products Consumer Defensive -0.2 +2.4 +6.9 -2.5 +12.7 67% 0.73 6 - - MOO
10 +87 ›Personal Care Products Consumer Defensive +2.0 +2.4 +13.7 +10.7 -1.9 62% 0.65 8 - - idx
11 -2 ›Ground Transportation Industrials -1.3 +2.1 +6.1 +17.9 +30.1 88% 0.80 17 - - IYT
12 +4 ›Water Utilities Utilities -0.8 +2.1 +6.9 +3.9 +3.1 100% 0.79 5 - - idx
13 -6 ›Professional Services Industrials -0.2 +2.0 +6.9 -0.0 -12.9 72% 0.74 36 - - idx
14 +4 ›Financial Services -0.8 +1.8 +9.6 +3.8 +1.7 80% 0.90 35 - - idx
15 +39 ›Food Products Consumer Defensive +0.2 +1.8 +3.5 -8.2 -11.0 62% 0.73 22 - - PBJ
16 -11 ›Oil & Gas Integrated Energy +0.2 +1.7 +5.4 +0.7 +27.1 77% 0.79 13 - - idx
17 = ›Specialty Retail Consumer Cyclical -1.1 +1.7 +3.9 -2.7 -8.5 68% 0.66 53 - - XRT
18 -7 ›Utilities - Regulated Water Utilities -1.0 +1.6 +6.6 +1.6 +0.2 60% 0.77 5 - - idx
19 +40 ›Wireless Telecommunication Services Communication Services +0.5 +1.6 -1.5 -5.4 +2.6 43% 0.69 7 - - XTL
20 +30 ›Automobiles Consumer Cyclical -0.3 +1.6 +4.9 -6.8 -23.2 55% 0.68 11 - - idx
21 +41 ›Footwear & Accessories Consumer Cyclical -1.3 +1.5 -8.7 -7.5 +0.9 40% 0.77 5 - - idx
22 +41 ›Security & Protection Services Industrials -0.2 +1.3 +8.0 -3.7 -4.2 71% 0.71 7 - - idx
23 +12 ›Credit Services Financial Services -0.7 +1.3 +4.8 +2.7 -4.3 75% 0.90 16 - - idx
24 +21 ›Specialty Business Services Industrials -0.3 +1.2 +7.1 +11.8 +4.0 61% 0.87 18 - - idx
25 +3 ›Banks Financial Services -0.8 +1.2 +6.7 +9.2 +14.7 99% 1.41 138 - - KBE
26 -23 ›Air Freight & Logistics Industrials -2.3 +1.1 +8.6 -3.8 +4.2 86% 0.99 7 - - IYT
27 +4 ›Banks - Regional Financial Services -0.6 +1.0 +6.9 +8.6 +15.9 98% 0.99 82 - - KRE
28 +1 ›Auto Manufacturers Consumer Cyclical -1.4 +1.0 -4.8 -7.8 -10.3 14% 0.68 7 - - idx
29 +40 ›Oil & Gas Midstream Energy +0.9 +1.0 +3.0 +4.9 +29.3 58% 0.91 26 - - idx
30 +40 ›Marine Transportation Industrials +1.3 +1.0 +5.6 +4.4 +19.6 67% 0.79 6 - - idx
31 -21 ›Medical Instruments & Supplies Healthcare -0.5 +0.9 +12.7 +4.9 -8.4 100% 0.83 15 - - IHI
32 -2 ›Insurance - Specialty Financial Services +0.3 +0.9 +9.4 +5.5 -1.4 100% 0.74 6 - - KIE
33 +20 ›Interactive Media & Services Communication Services +0.7 +0.9 +10.6 +10.9 +2.4 78% 0.60 10 - - idx
34 -10 ›Chemicals Basic Materials -0.9 +0.9 -2.2 -5.5 +2.1 38% 0.81 40 - - idx
35 +4 ›Packaging & Containers Consumer Cyclical -1.6 +0.9 +3.5 +3.1 +2.5 57% 0.96 7 - - idx
36 +11 ›Capital Markets Financial Services -0.4 +0.8 +0.5 -2.5 -11.7 56% 0.91 77 - - IAI
37 +53 ›Marine Shipping Industrials +1.8 +0.7 +0.2 -4.8 +25.9 12% 0.69 8 - - idx
38 +13 ›Household & Personal Products Consumer Defensive -0.2 +0.7 +7.0 +6.2 -3.4 89% 0.81 9 - - idx
39 +59 ›Diversified Telecommunication Services Communication Services +0.0 +0.6 -1.4 -11.9 +10.1 12% 1.22 8 - - XTL
40 +4 ›Containers & Packaging Basic Materials -2.2 +0.6 +1.0 +5.7 +3.7 80% 0.91 10 - - idx
41 +16 ›Health Information Services Healthcare +0.0 +0.6 +17.7 +36.2 +19.9 100% 0.73 12 - - idx
42 -10 ›Oil, Gas & Consumable Fuels Energy -0.1 +0.5 +1.9 +2.4 +22.3 50% 0.97 10 - - idx
43 +25 ›Textiles, Apparel & Luxury Goods Consumer Cyclical -0.3 +0.5 +2.3 -2.7 -3.8 60% 0.63 15 - - idx
44 -4 ›Household Durables Consumer Cyclical -1.9 +0.5 +2.7 +0.9 -5.0 74% 0.84 23 - - XHB
45 +20 ›Drug Manufacturers - General Healthcare -0.8 +0.5 +1.3 +1.2 +8.3 75% 0.78 8 - - XPH
46 +35 ›Beverages Consumer Defensive +0.7 +0.5 +3.1 -7.9 -3.0 64% 0.80 14 - - PBJ
47 +47 ›Internet Content & Information Communication Services +0.9 +0.4 +9.3 -6.2 -16.0 69% 0.75 26 - - FDN
48 -6 ›Entertainment Communication Services -0.2 +0.4 +2.2 +7.6 +6.3 68% 1.87 31 - - idx
49 +28 ›Conglomerates Industrials -1.1 +0.4 -6.4 -6.0 -14.9 25% 0.70 8 - - idx
50 +11 ›Asset Management Financial Services -1.0 +0.4 -0.5 -6.2 -13.4 40% 0.80 47 - - IAI
51 -14 ›Media Communication Services -0.2 +0.3 +8.8 -7.8 -6.6 65% 0.53 18 - - idx
52 -19 ›Software - Application Technology -0.1 +0.3 +13.0 +5.1 -12.4 72% 0.77 72 - - IGV
53 -27 ›Diagnostics & Research Healthcare -1.8 +0.3 +15.6 +11.7 +2.1 93% 1.25 14 - - idx
54 -5 ›Software Technology +0.3 +0.3 +12.6 +11.2 -16.8 70% 0.90 71 - - IGV
55 -19 ›Commercial Services & Supplies Industrials -0.9 +0.3 +6.6 +6.9 +4.3 84% 0.74 20 - - idx
56 -33 ›Automobile Components Consumer Cyclical -1.2 +0.2 -0.9 +5.5 -4.8 38% 0.86 13 - - idx
57 -5 ›Medical Care Facilities Healthcare -0.9 +0.2 +11.2 +37.0 +52.4 89% 0.91 19 - - XHS
58 -37 ›Specialty Chemicals Basic Materials -1.1 +0.2 -0.7 -3.6 +5.5 48% 0.85 21 - - idx
59 +13 ›Residential Construction Consumer Cyclical -1.2 +0.1 +2.5 +0.4 -15.4 60% 1.46 5 - - ITB
60 -56 ›Oil & Gas E&P Energy -0.2 +0.1 +0.0 -3.8 +22.3 30% 0.81 37 - - XOP
61 +10 ›Travel Services Consumer Cyclical -1.2 +0.1 +3.1 +2.4 +3.0 80% 0.65 5 - - idx
62 -21 ›Farm & Heavy Construction Machinery Industrials -1.4 +0.1 +1.4 -2.5 -4.5 62% 0.68 13 - - idx
63 +11 ›Packaged Foods Consumer Defensive +0.1 -0.1 +5.4 +7.1 -8.1 71% 0.70 14 - - PBJ
64 +2 ›Building Products Industrials -1.5 -0.1 +2.2 +1.0 -1.1 58% 0.76 19 - - XHB
65 -45 ›IT Services Technology +0.5 -0.2 +4.8 -8.8 -25.7 47% 0.76 19 - - idx
66 -10 ›Machinery Industrials -1.3 -0.3 -2.1 +0.0 +3.7 43% 0.87 59 - - idx
67 +42 ›Construction & Engineering Industrials -0.0 -0.3 -10.1 -1.8 +19.5 16% 0.77 19 - - PAVE
68 -43 ›Auto & Truck Dealerships Consumer Cyclical -3.1 -0.3 +10.5 -4.6 -15.4 71% 0.95 7 - - idx
69 +45 ›Internet Retail Consumer Cyclical +1.9 -0.3 +9.2 -0.2 -10.0 67% 0.93 9 - - FDN
70 +37 ›Education & Training Services Consumer Defensive +0.7 -0.3 +3.0 -14.2 -0.8 43% 0.72 7 - - idx
71 +28 ›Gambling Consumer Cyclical +0.7 -0.4 -3.4 -3.3 -24.3 33% 1.05 6 - - BETZ
72 -12 ›Pharmaceuticals Healthcare -2.7 -0.5 +6.0 +1.0 +4.0 68% 0.88 41 - - XPH
73 -27 ›Insurance Financial Services +0.1 -0.6 +8.6 +8.7 +10.0 95% 0.82 55 - - KIE
74 +29 ›Consumer Finance Financial Services -0.3 -0.6 +5.4 -1.2 -3.5 62% 0.97 17 - - idx
75 +27 ›Building Materials Basic Materials -1.9 -0.6 -4.7 -0.3 -3.7 0% 0.99 5 - - idx
76 +11 ›Information Technology Services Technology -0.6 -0.7 -5.0 -13.7 -29.3 30% 0.81 20 - - idx
77 -55 ›Utilities - Regulated Gas Utilities -0.2 -0.7 +3.4 -3.4 +2.3 80% 0.81 5 - - idx
78 +13 ›Hotels, Restaurants & Leisure Consumer Cyclical -0.3 -0.7 -2.2 -3.1 -1.4 60% 0.82 43 - - PEJ
79 +1 ›Construction Materials Basic Materials -2.4 -0.7 -5.1 -7.4 -9.8 17% 0.70 6 - - idx
80 -46 ›Banks - Diversified Financial Services -1.9 -0.7 +3.1 +9.9 +12.4 88% 0.88 8 - - KBE
81 +3 ›Household Products Consumer Defensive -0.4 -0.8 +6.5 +7.1 +7.6 100% 0.65 6 - - idx
82 -34 ›Gas Utilities Utilities -0.3 -0.8 +5.2 -4.9 +2.1 75% 0.63 8 - - idx
83 -56 ›Broadcasting Communication Services +1.8 -0.9 +7.5 -27.2 -10.6 50% 0.72 6 - - idx
84 +31 ›Electronic Components Technology -0.5 -0.9 -11.5 -0.4 +22.3 18% 0.50 11 - - idx
85 -6 ›Medical Devices Healthcare -0.8 -0.9 +6.2 +2.0 -3.0 65% 0.64 34 - - IHI
86 -8 ›Electric Utilities Utilities -0.5 -1.1 +2.6 -0.1 +6.5 68% 0.71 25 - - idx
87 -44 ›Restaurants Consumer Cyclical -1.6 -1.2 +4.7 +12.5 -9.1 74% 0.80 19 - - PEJ
88 -5 ›Distributors Consumer Cyclical -1.3 -1.2 +3.4 -19.5 -10.1 60% 0.98 5 - - idx
89 -4 ›Insurance - Property & Casualty Financial Services +0.1 -1.3 +6.7 +8.2 +10.4 89% 0.79 9 - - KIE
90 -71 ›Insurance Brokers Financial Services -0.6 -1.3 +13.9 +8.5 -6.2 83% 0.73 6 - - KIE
91 -24 ›Health Care Providers & Services Healthcare -0.5 -1.3 +10.6 +12.4 +9.8 91% 0.61 32 - - XHS
92 +3 ›Software - Infrastructure Technology -0.3 -1.4 +5.6 +7.5 -9.2 58% 1.07 55 - - IGV
93 +17 ›Engineering & Construction Industrials -0.3 -1.4 -12.9 +0.0 +2.4 17% 0.70 12 - - PAVE
94 +18 ›Electronic Equipment, Instruments & Components Technology -1.0 -1.5 -10.5 +5.8 +24.6 29% 0.62 34 - - idx
95 -82 ›Healthcare Plans Healthcare +0.1 -1.5 -0.4 +39.2 +32.3 80% 0.66 5 - - XHS
96 +8 ›Independent Power & Renewable Electricity Producers Utilities -1.2 -1.6 -5.6 -2.4 -11.5 17% 0.67 6 - - idx
97 -21 ›Trading Companies & Distributors Industrials -1.4 -1.6 -0.3 +0.3 +6.9 50% 1.12 18 - - idx
98 -9 ›Utilities - Regulated Electric Utilities -1.0 -1.7 +1.4 -1.9 +5.8 40% 0.76 15 - - idx
99 -7 ›Specialty Industrial Machinery Industrials -0.5 -1.7 -5.0 -6.6 +0.3 44% 0.65 16 - - idx
100 -18 ›Building Products & Equipment Industrials -2.4 -1.8 -3.6 -3.6 -5.7 36% 0.79 11 - - XHB
101 -13 ›Telecom Services Communication Services -0.5 -1.8 -6.6 -15.3 -3.2 23% 0.80 26 - - XTL
102 +16 ›Communications Equipment Technology -0.1 -1.8 -1.8 -7.1 +48.6 36% 0.79 11 - - idx
103 -30 ›Life Sciences Tools & Services Healthcare -1.4 -1.9 +13.4 +14.4 -9.2 88% 0.88 16 - - idx
104 -18 ›Health Care Equipment & Supplies Healthcare -0.5 -1.9 +7.1 -3.1 -7.2 77% 0.82 44 - - XHE
105 -41 ›Oil & Gas Equipment & Services Energy -0.8 -2.0 -3.1 -4.3 +9.3 26% 0.83 31 - - OIH
106 -92 ›Oil & Gas Drilling Energy -1.9 -2.1 -5.8 -7.3 +13.2 0% 0.72 8 - - OIH
107 -6 ›Rental & Leasing Services Industrials -1.4 -2.1 -7.5 -5.5 +15.7 33% 1.01 6 - - idx
108 +3 ›Aerospace & Defense Industrials +0.3 -2.2 -7.2 -6.2 -15.4 31% 0.97 51 - - ITA
109 +11 ›Passenger Airlines Industrials +1.8 -2.2 +1.1 -5.0 -0.8 43% 1.65 7 - - JETS
110 -5 ›Consumer Staples Distribution & Retail Consumer Defensive -1.1 -2.2 +1.4 +5.9 +13.6 69% 0.69 13 - - idx
111 -15 ›Drug Manufacturers - Specialty & Generic Healthcare -1.5 -2.7 +1.8 -5.8 -8.9 48% 0.59 28 - - XPH
112 -19 ›Multi-Utilities Utilities -1.0 -2.9 +0.5 -3.5 +4.1 29% 0.83 7 - - idx
113 +9 ›Airlines Industrials +0.8 -3.1 -2.4 +11.0 +8.7 62% 1.28 8 - - JETS
114 -39 ›Health Care Technology Healthcare -0.5 -3.2 +9.0 +17.5 -14.1 86% 0.71 8 - - idx
115 -2 ›Biotechnology Healthcare -2.2 -3.2 +7.4 -3.1 +8.5 56% 0.77 235 - - XBI
116 -16 ›Auto Parts Consumer Cyclical -1.4 -3.2 -6.2 -10.7 -14.5 20% 0.98 20 - - idx
117 = ›Electrical Equipment Industrials -0.9 -3.2 -12.7 -4.2 +12.0 5% 0.80 22 - - idx
118 -2 ›Diversified Consumer Services Consumer Cyclical -1.1 -3.2 +0.8 -1.5 -2.3 53% 0.78 15 - - idx
119 -11 ›Furnishings, Fixtures & Appliances Consumer Cyclical -2.9 -3.4 -1.5 -2.6 +10.4 60% 0.65 5 - - idx
120 -14 ›Advertising Agencies Communication Services -0.1 -3.5 +10.9 +11.7 +16.3 90% 0.60 11 - - idx
121 -2 ›Metals & Mining Basic Materials -0.7 -4.0 -16.5 -23.7 -21.9 4% 1.28 47 - - XME
122 -1 ›Gold Basic Materials -0.3 -4.3 -18.2 -35.6 -33.4 0% 0.69 20 - - GDX
123 +6 ›Semiconductor Equipment & Materials Technology -0.7 -4.4 -19.3 +6.7 +33.5 7% 0.66 14 - - SMH
124 +1 ›Computer Hardware Technology -1.0 -4.5 -8.7 -2.9 -5.8 50% 0.66 10 - - idx
125 +3 ›Electrical Equipment & Parts Industrials -0.7 -4.6 -20.2 -14.2 +0.9 8% 0.85 12 - - idx
126 +4 ›Uranium Energy +0.2 -5.7 -17.4 -28.4 -35.2 0% 0.71 10 - - URA
127 -3 ›Semiconductors & Semiconductor Equipment Technology -0.4 -6.0 -14.4 +11.2 +40.5 4% 0.59 49 - - SMH
128 -2 ›Technology Hardware, Storage & Peripherals Technology -1.2 -6.2 -10.9 +26.3 +33.1 40% 0.57 10 - - idx
129 -6 ›Other Industrial Metals & Mining Basic Materials -1.2 -6.9 -26.4 -33.1 -39.2 0% 0.72 21 - - XME
130 -3 ›Communication Equipment Technology -0.7 -7.4 -21.8 -15.7 +11.0 18% 1.14 17 - - idx
131 = ›Semiconductors Technology +0.3 -7.7 -15.9 +8.6 +46.5 5% 0.59 22 - - SMH