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Sep 04 2026
Equity Strategies

Leuthold Select Industries Portfolio August 2026

  • Sep 4, 2026

Our rankings for groups associated with the AI trade have been declining, while those viewed as vulnerable to AI are improving. Outside of that theme, a notable deterioration has occurred in housing-related industries; the Homebuilding group fell to Unattractive for the first time since February 2014.

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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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