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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.

Leading9Improving31Weakening19Lagging56

Strongest vs the market right now: Biotechnology +15.0 pts · weakest: Solar Energy −17.0 pts

Leading

9 groups

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

XHSHealth Care Services+9.4CIBRCybersecurity+6.5IHFHealth Care Providers+6.4JETSAirlines+4.5SKYYCloud Computing+3.2GGMENext Generation Media+2.3IGVSoftware+1.0IYTTransportation+0.7FMETMetaverse+0.6

Improving

31 groups

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

XBIBiotechnology+15.0KIEInsurance+9.4BJKGaming+7.9WEATWheatCommodity+4.7XLFFinancials+4.2XLVHealthcare+4.1FINXFinTech+4.1EVXEnvironmental Services+3.7SOYBSoybeanCommodity+3.6CORNCornCommodity+3.3IYGFinancial Services+3.1KBWBBanks+2.9REZResidential Real Estate+2.9RSHOManufacturing+2.8FDNUS Internet+2.7MOOAgribusiness+2.4CANESugarCommodity+2.3IHIMedical Devices+2.3XLUUtilities+2.0AMLPMaster Limited Partnerships+1.8QABACommunity Banks+1.7KRERegional Banks+1.7PPHPharmaceutical+1.5XLIIndustrials+1.4SMLVUS Small Cap Low Volatility+1.4IAIBroker-Dealers+1.4MLPXEnergy Infrastructure+1.0UUPUSD BullishCurrency+0.7FIWWater+0.6MORTMortgage REITs+0.4PEJLeisure and Entertainment+0.1

Weakening

19 groups

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

SPSMS&P 600 Small Cap−0.1THNQArtificial Intelligence−0.1XLKTechnology−3.0BETZSports Betting−3.5CWBConvertible SecuritiesBond−3.9KNCTNext Gen Connectivity−4.6BUZZSocial Sentiment−5.1EEMEmerging Markets−5.8IDGTDigital Infrastructure−6.0BLOKBlockchain Technology−6.0SMHSemiconductors−6.8CARZFuture Vehicles−8.6DTCRData Center & Digital Infrastructure−9.8TINYNanotechnology−10.4ICLNClean Energy−12.0SLXSteel−12.0CTECCleanTech−14.8DAPPCrypto Innovators−16.5TANSolar Energy−17.0

Lagging

56 groups

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

MUSQMusic−0.1KCECapital Markets−0.2IGFInfrastructure−0.3SOCLSocial Media−0.6ITAAerospace & Defense−0.7BKLNSenior LoanBond−0.7PBJFood & Beverage−0.8XOPOil & Gas Exploration & Production−0.9XLCCommunication Services−1.0MUBMuni BondBond−1.1BIZDBusiness Development−1.1INDSIndustrial & Office Real Estate−1.2NEARShort-Term BondsBond−1.2XRTRetail−1.3DFGRReal Estate−1.3HYGHigh Yield Corporate BondBond−1.3XLYConsumer Discretionary−1.5ITBHomebuilders−1.7WOODTimber & Forestry−1.8TIPTIPSBond−1.8XLREReal Estate−1.9PSPPrivate Equity−1.9XLEEnergy−1.9XLPConsumer Staples−2.0BITWCrypto Index−2.2KWEBChina Internet−2.3SEASea to Sky Cargo−2.8BOATShipping−3.0TLT20+ Year Treasury BondBond−3.0MMTMMomentum−3.2PALLPalladiumCommodity−3.4XLBMaterials−4.0FCGNatural Gas−4.8GRIDElectric Energy Infrastructure−4.9FANWind Energy−5.1CPERCopperCommodity−5.3DBOOilCommodity−5.5GNRNatural Resources−5.7MJCannabis−5.8GLDGoldCommodity−6.2ERTHSustainable Future−6.3CSNRNatural Resources−6.7PPLTPlatinumCommodity−7.8RNRGRenewable Energy Producers−8.4XESOil & Gas Equipment & Services−9.5GDXGold Miners−9.6UNGNatural GasCommodity−9.9SILSilver Miners−10.3VXXVIX Short Term FuturesVolatility−11.2NLRNuclear Energy−11.4URAUranium−11.8COALCoal−14.4COPXCopper Miners−14.5LITLithium & Battery−15.6SLVSilverCommodity−16.1XMEMetals & Mining−16.4

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 2026-07-13. Not investment advice — see the disclaimer.