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Zensei
Live directory · updated daily

Every sector, measured against the S&P 500

The 115 sectors, industries and themes Zensei tracks, sorted into rotation quadrants by their spread vs the market. The number next to each is its 1-month spread in points — how it's defined is on the methodology page.

Leading7Improving52Weakening22Lagging34

Strongest vs the market right now: Oil +16.0 pts · weakest: CleanTech −17.2 pts

Leading

7 groups

Outperforming the S&P 500 on both rotation windows — where market leadership currently lives.

XHSHealth Care Services+8.9IHFHealth Care Providers+8.0CIBRCybersecurity+5.7KBWBBanks+5.3SPSMS&P 600 Small Cap+1.8GGMENext Generation Media+1.0SKYYCloud Computing+0.9

Improving

52 groups

Behind over the longer window but ahead over the past month — early rotation shows up here first.

DBOOilCommodity+16.0XOPOil & Gas Exploration & Production+15.6WEATWheatCommodity+13.2XLEEnergy+10.8FCGNatural Gas+9.5REZResidential Real Estate+9.4XBIBiotechnology+8.1AMLPMaster Limited Partnerships+8.1KIEInsurance+8.1MOOAgribusiness+8.0CORNCornCommodity+7.8SEASea to Sky Cargo+7.5SOYBSoybeanCommodity+7.5XLVHealthcare+7.1BOATShipping+6.7PPHPharmaceutical+6.5MLPXEnergy Infrastructure+6.4QABACommunity Banks+6.0KRERegional Banks+5.9BITWCrypto Index+5.5PBJFood & Beverage+5.2XLFFinancials+4.9IYTTransportation+4.7KWEBChina Internet+4.7DFGRReal Estate+4.2SMLVUS Small Cap Low Volatility+4.1INDSIndustrial & Office Real Estate+4.0IYGFinancial Services+4.0CANESugarCommodity+3.9WOODTimber & Forestry+3.8XLREReal Estate+3.4XLUUtilities+3.2GNRNatural Resources+3.1XRTRetail+2.9BIZDBusiness Development+2.6CSNRNatural Resources+2.5FINXFinTech+2.3XESOil & Gas Equipment & Services+2.2EVXEnvironmental Services+1.9XLPConsumer Staples+1.9IAIBroker-Dealers+1.9KCECapital Markets+1.7IGFInfrastructure+1.6BJKGaming+1.5PALLPalladiumCommodity+1.2PSPPrivate Equity+1.0MORTMortgage REITs+1.0CPERCopperCommodity+0.9IHIMedical Devices+0.6BKLNSenior LoanBond+0.5UUPUSD BullishCurrency+0.4FIWWater+0.3

Weakening

22 groups

Still ahead over the longer window, but the recent spread has turned negative — leadership losing energy.

RSHOManufacturing−0.1PEJLeisure and Entertainment−0.3XLIIndustrials−1.0JETSAirlines−3.0ITAAerospace & Defense−3.4THNQArtificial Intelligence−5.0XLKTechnology−5.8CWBConvertible SecuritiesBond−6.0BLOKBlockchain Technology−6.3GRIDElectric Energy Infrastructure−7.0IDGTDigital Infrastructure−7.1BUZZSocial Sentiment−8.2EEMEmerging Markets−8.3UNGNatural GasCommodity−9.8KNCTNext Gen Connectivity−9.8DTCRData Center & Digital Infrastructure−10.5SMHSemiconductors−11.1CARZFuture Vehicles−11.3TANSolar Energy−11.4ICLNClean Energy−12.2TINYNanotechnology−12.5DAPPCrypto Innovators−13.3

Lagging

34 groups

Trailing the S&P 500 on both windows — the market is voting elsewhere.

NEARShort-Term BondsBond−0.0XLCCommunication Services−0.1IGVSoftware−0.2HYGHigh Yield Corporate BondBond−0.2FDNUS Internet−0.4MUSQMusic−0.5TIPTIPSBond−0.6SOCLSocial Media−0.7MUBMuni BondBond−1.2RNRGRenewable Energy Producers−1.3XLBMaterials−1.6FANWind Energy−1.7GLDGoldCommodity−2.2FMETMetaverse−2.2MMTMMomentum−2.3COALCoal−2.3XLYConsumer Discretionary−2.6BETZSports Betting−2.8PPLTPlatinumCommodity−3.3TLT20+ Year Treasury BondBond−3.5SLXSteel−3.6ERTHSustainable Future−3.9ITBHomebuilders−3.9VXXVIX Short Term FuturesVolatility−5.6COPXCopper Miners−6.2GDXGold Miners−7.2MJCannabis−7.3SILSilver Miners−7.5SLVSilverCommodity−9.5XMEMetals & Mining−11.6NLRNuclear Energy−12.3URAUranium−14.3LITLithium & Battery−15.7CTECCleanTech−17.2

See all 115 groups on one live map

Zensei Edge plots every group on this page against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.

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Data as of 2026-07-22. Not investment advice — see the disclaimer.