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Jul 08 2026
Equity Strategies

Select Industries Update - June 2026

  • Jul 8, 2026

Select Industries trimmed AI-infrastructure winners, added Semiconductor exposure, and continues to find opportunities among fundamentally strong laggards, while rate-sensitive industries remain under pressure.

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About The Author

Greg Swenson / Director of Equities

Greg Swenson Director of Equities

Greg is the Director of Equities at The Leuthold Group LLC. In addition to leading the team in evaluating investment opportunities, overseeing and managing risk, he is a Co-Portfolio Manager for Leuthold investment portfolios and an important contributor to the firm's research content.

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