Industry Group Rankings

Updated: Sep 11, 2026  |  Blue = Day’s Best, Red = Day’s Worst

Sector Rotation Analysis

BLUE Groups — Leaders and Why

Compsftwr-Netwrk (Rank 11, +5.0%): ANET (Arista Networks) leads on data-center Ethernet share gains; CSCO (Cisco) and FFIV (F5) follow on enterprise refresh demand.

Consum-Electrncs (Rank 16, +4.0%): AAPL (Apple) anchors the group; SONO (Sonos) and GRMN (Garmin) add momentum on premium device demand.

Electronic-Parts (Rank 24, +4.0%): APH (Amphenol), TEL (TE Connectivity), and GLW (Corning) lead on AI server and interconnect content growth.

Elec-Miscprods (Rank 27, +3.0%): ETN (Eaton), AME (AMETEK), and ROK (Rockwell) benefit from electrification and automation capex.

Elec-Contract Mfg (Rank 58, +5.0%): FLEX and JBL (Jabil) lead on AI hardware and cloud supply-chain orders.

Computer-Techsvc (Rank 76, +4.0%): IBM and ACN (Accenture) rebound on AI consulting bookings despite a weak YTD.

Machn-Genindus (Rank 86, +5.0%): CAT, DE, and CMI bounce on infrastructure and equipment demand.

Bldg groups (Ranks 107–127): URI, PWR, DHI, and LEN lag fundamentally but caught a one-day rate-sensitive bounce — treat as low-quality.

RED Groups — Decline Leaders and Rotation

Weakness is concentrated in Compsftwr-Secur (CRWD, PANW, ZS — profit-taking after a +67% YTD run), Compsftwr-Databs (MDB, DDOG, SNOW — down 21% YTD, structural laggards), and defensives/commodities: Med-Mngdcare (UNH, CI), Oil&Gas-Drilling (SLB, HAL), Chem-Agriculture (MOS, CF), and Realestdevel/Ops (DHI, LEN).

Implication: money is rotating out of crowded software-security winners and defensive/commodity names, and into hardware, networking, electronic components, and industrial machinery — a classic late-cycle leadership shift toward AI infrastructure and capex beneficiaries.

CAN SLIM Takeaway

Leadership is broadening into hardware and industrial groups while top-ranked software and defensives cool off. Favor stocks in the day’s strongest groups with high Composite Ratings and rising relative strength — but avoid the low-ranked building bounce, which lacks fundamental confirmation.

Full Rankings Table

Rank This Wk	3 Wks Ago	6 Wks Ago	Industry Group	Group Composite	YTD % Change	Day’s % Change
1	1	1	Oil&Gas-Refin/Mktg	93	+107	+1.0
2	9	18	Trnsport-Ship	91	+65.0	+1.0
3	15	11	Oil&Gas-Shipping	94	+76.0	+2.0
4	3	4	Commsvc-Staffng	85	+73.0	+1.0
5	2	3	Busines Equipsupplies	85	+48.0	+2.0
6	5	76	Compsftwr-Med	86	+1.0	+1.0
7	17	15	Compsftwr-Hrdwr	90	+248	+1.0
8	49	37	Telecm-Cnsmrprds	95	+18.0	+2.0
9	28	12	Banks-Monycntr	93	+20.0	+1.0
10	12	39	Compsftwr-Enterprise	89	0.0	+1.0
11	23	6	Compsftwr-Netwrk	90	+58.0	+5.0
12	4	41	Med-Research	80	+3.0	+1.0
13	7	131	Med-Revenubio	70	+14.0	+1.0
14	6	8	Medical-Svcs	78	+24.0	+1.0
15	48	42	Oil&Gas-Integratd	89	+43.0	0.0
16	11	5	Consum-Electrncs	79	+37.0	+4.0
17	14	2	Compsftwr-Secur	88	+67.0	-2.0
18	50	35	Banks-Foreign	91	+9.0	+1.0
19	25	9	Retail-Homfurn	75	+33.0	+2.0
20	72	33	Steel-Producers	80	+33.0	+1.0
21	30	44	Oil&Gas-Explo/Prodc	88	+41.0	0.0
22	32	16	Med-Homenurs	91	+24.0	0.0
23	21	64	Finance-Invbnk	89	+2.0	0.0
24	51	14	Electronic-Parts	86	+56.0	+4.0
25	59	40	Elec-Semic/Mfg	84	+61.0	+2.0
26	13	25	Commsvc-Outsrcng	84	+4.0	+1.0
27	89	67	Elec-Miscprods	82	+53.0	+3.0
28	10	30	Med-Devicebio	67	+29.0	0.0
29	40	107	Energy-Coal	83	+33.0	0.0
30	8	7	Hsehold/Applianc	80	+25.0	-1.0
31	53	43	Elec-Semicfablss	85	+28.0	+1.0
32	76	27	Banks-Super Regional	85	+13.0	+1.0
33	73	135	Telecm-Intrastrc	66	+57.0	+2.0
34	57	61	Mach-Cons/Min/Frm	75	+41.0	+1.0
35	41	47	Finance-Consmloan	89	0.0	+1.0
36	26	36	Finance-Crdcard	85	-6.0	+1.0
37	87	45	Diversoperatns	82	+7.0	+1.0
38	29	17	Trnsport-Eqpmanu	92	+29.0	+1.0
39	27	24	Beverage-Non-Alcohol	72	+18.0	0.0
40	52	13	Elec-Sci/Msrng	82	+65.0	+2.0
41	71	20	Banks-Regional	90	+15.0	0.0
42	88	106	Oil&Gas-Fieldsvcs	86	+43.0	0.0
43	42	26	Med-Mngdcare	74	+21.0	-1.0
44	129	117	Telecmsvcs-Forgn	72	+12.0	+1.0
45	45	140	Finance-Crypto	81	+12.0	+2.0
46	61	10	Banks-S&Ls	89	+22.0	0.0
47	62	32	Insurance	86	+3.0	+1.0
48	22	78	Compsftwr-Ed/Media	79	-9.0	+1.0
49	82	86	Oil&Gas-Drilling	72	+57.0	-1.0
50	115	68	Tobacco	73	+11.0	+1.0
51	34	80	Retail-Wholesauto	59	-4.0	-1.0
52	35	77	Telecom-Equip	76	+109	+2.0
53	78	115	Internet-Netwksol	76	+28.0	0.0
54	19	19	Trnsport-Rail	72	+20.0	0.0
55	39	23	Elec-Semiequip	80	+66.0	+1.0
56	58	29	Retail-Internet	71	+3.0	+2.0
57	93	108	Agriculturalops	78	+29.0	-1.0
58	83	54	Elec-Contract Mfg	81	+50.0	+5.0
59	24	123	Cannabis	49	-5.0	-2.0
60	63	110	Chem-Agriculture	87	+24.0	-1.0
61	65	100	Media	80	-10.0	+1.0
62	31	59	Medical-Pharma	75	+6.0	0.0
63	38	83	Med-Proftbio	80	+9.0	0.0
64	86	58	Oil&Gas-Pipeline	85	+21.0	0.0
65	106	121	Telecm-Cablesvc	80	+4.0	+2.0
66	85	56	Retail-Specialty	65	+9.0	+1.0
67	81	112	Med-Hospitals	87	-9.0	+1.0
68	47	46	Reits	61	+17.0	0.0
69	18	95	Mining-Metalores	86	+31.0	0.0
70	92	28	Trnsport-Airline	71	-4.0	+2.0
71	67	124	Finance-Comloan	87	-7.0	0.0
72	56	72	Finance-Invmgmt	80	-7.0	+1.0
73	80	65	Oil&Gas-Mach/Eqp	88	+36.0	0.0
74	43	141	Mining-Gold/Silvr	89	+8.0	+1.0
75	105	82	Med-Distributn	79	0.0	0.0
76	110	125	Computer-Techsvc	85	-22.0	+4.0
77	66	75	Paper&Paprprods	..	-3.0	0.0
78	64	103	Compsftwr-Gaming	89	-18.0	+1.0
79	97	98	Pollutioncntrl	74	-2.0	+1.0
80	33	38	Building-Tools	66	+22.0	0.0
81	54	22	Food-Wholesale	65	+13.0	0.0
82	101	138	Automakers	64	-7.0	+1.0
83	96	66	Trnsport-Airfrght	76	+23.0	0.0
84	37	96	Commsvcs-Advertising	75	-11.0	0.0
85	107	62	Metalprds-Dist/Fab	76	+22.0	0.0
86	95	73	Machn-Genindus	74	+1.0	+5.0
87	108	70	Electrcl-Powreqp	77	+25.0	+2.0
88	124	94	Internet-Content	79	-3.0	+1.0
89	84	21	Beverage-Alcohol	40	+12.0	0.0
90	20	31	Security/Safety	80	+1.0	+1.0
91	99	93	Cosmetics/Perscare	60	-2.0	+1.0
92	44	89	Financesvc-Spec	77	-1.0	0.0
93	60	34	Leisure-Products	63	+5.0	+1.0
94	36	49	Containrs/Packg	74	+3.0	0.0
95	75	60	Auto/Truck Parts	59	+5.0	0.0
96	91	99	Commsvcs-Consult	77	-7.0	0.0
97	122	92	Food-Foodstuffs	65	-1.0	0.0
98	100	63	Consum-Eductn	66	-1.0	+1.0
99	111	84	Energy-Alt/Other	81	+24.0	+2.0
100	112	52	Machn-Metal	72	+14.0	+1.0
101	74	48	Commsvcs-Leasing	74	+11.0	0.0
102	116	50	Steel-Specalloy	67	+41.0	0.0
103	94	71	Oil&Gas-Royaltrust	83	+38.0	+1.0
104	131	127	Hsehold/Offcfurn	60	-15.0	+1.0
105	16	57	Leisure-Trvlbook	72	-18.0	+1.0
106	46	113	Commsvc-Mktrsrch	76	-25.0	+1.0
107	121	79	Bldg-Constrprods	60	+7.0	+2.0
108	126	69	Bldg-Heavyconst	61	+22.0	+3.0
109	119	137	Compsftwr-Databs	82	-21.0	-2.0
110	69	53	Trnsport-Truck	69	+30.0	0.0
111	70	88	Leisure/Gamingeqp	67	-22.0	+1.0
112	55	102	Compsftwr-Desgn	..	-20.0	+1.0
113	113	129	Medical-Systms	74	-19.0	+1.0
114	130	111	Chemicals-Basic	55	+14.0	-2.0
115	102	51	Trucks&Prts-Hvydut	49	+14.0	+1.0
116	127	114	Trnsport-Logistcs	91	+1.0	0.0
117	104	97	Food-Packagd	69	-2.0	0.0
118	123	139	Leisure-Movies	77	-20.0	+2.0
119	77	90	Medical-Prods	71	-20.0	0.0
120	134	85	Utilities	61	+4.0	0.0
121	79	128	Compsftwr-Financial	77	-44.0	+1.0
122	103	101	Chemicals-Specialty	56	+11.0	0.0
123	117	116	Chemicals-Plastics	60	+18.0	-1.0
124	141	120	Retail-General	65	-1.0	+1.0
125	118	81	Leisure-Lodging	52	+1.0	+1.0
126	68	74	Leisure-Services	56	-10.0	0.0
127	109	109	Bldg-Residential/Comml	59	-7.0	+2.0
128	125	136	Finance-Mortg	79	-26.0	0.0
129	142	130	Energy-Solar	..	-16.0	0.0
130	114	91	Consum-Spec	52	-7.0	+1.0
131	128	87	Aerospc/Defnse	62	-6.0	+1.0
132	120	55	Retail-Apprl/Shoe	66	-5.0	0.0
133	138	133	Retail-Autoparts	54	-14.0	0.0
134	98	105	Retail-Restaurnts	66	-9.0	0.0
135	132	119	Retail-Wholebldg	63	-14.0	+1.0
136	133	134	Compsftwr-Spcent	79	-35.0	+2.0
137	136	132	Bldg-Cement/Concrt/Ag	59	-17.0	0.0
138	90	104	Realestdevel/Ops	57	-9.0	-1.0
139	140	142	Bllg-Maint/Svc	80	-28.0	+1.0
140	139	118	Retail-Supermkts	51	-12.0	0.0
141	137	126	Retail-Leisure	60	-20.0	0.0
142	135	122	Apparel-Clothng/Shoe	62	-31.0	+1.0

For educational purposes only — not investment advice.