Group Watch
Technology Hardware Storage & Peripherals Need A Reboot
Beverages and Advertising are this week's best groups. Technology Hardware Stores & Peripherals and Oil & Gas Drilling are this week's worst groups.
Sector Navigator November 2026
Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.
Electronic Components Provides Spark
Semiconductor Equipment and Electronic Components are this week's best groups. Interactive Media & Services and Data Processing are this week's worst groups.
IT Consulting & Other Services Offers A Solution
Beverages and IT Consulting & Other Services are this week's best groups. Semiconductor Equipment and Electronic Manufacturing Services are this week's worst groups.
Semiconductor Equipment Gets Chipped
Big Health Care and Personal Products are this week's best performing groups. Semiconductor Equipment and Electronic Components are this week's worst performing groups.
Semiconductor Equipment Short Circuits
Big Energy and Oil & Gas Refining & Marketing are this week's best groups. Semiconductor Equipment and Biotech...Small/Micro are this week's worst groups.
Semiconductor Equipment Develops Winning Week
Semiconductor Equipment and IT Consulting & Other Services are this week's best groups. Big Communication Services and Precious Metals are this week's worst groups.
Sector Navigator October 2026
Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.
Cable & Satellite Gets Cut
Semiconductor Equipment and Internet Services & Infrastructure are this week's best groups. Electric Utilities and Cable & Satellite are this week's worst groups.
Life Sciences Tools & Services Recover
Systems Software and Life Sciences Tools & Services are this week's best groups. Investment Banking & Brokerage and Oil & Gas Exploration & Production.
Health Care Technology Falls Ill
Semiconductor Equipment and Electronic Components are this week's best groups. Application Software and Health Care Technology are this week's worst groups.
Fertilizers & Agricultural Chemicals Grows
Big Energy and Fertilizers & Agricultural Chemicals are this week's best groups. Semiconductor Equipment and Paper Packaging are this week's worst groups.
Sector Navigator September 2026
Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.
Systems Software Gets With The Program
Systems Software and Diversified Metals & Mining are this week's best performing groups. Integrated Oil & Gas and Agricultural Products are this week's worst performing groups.
Biotechnology Has A Breakthrough
Biotechnology and Precious Metals are this week's best groups. Semiconductor Equipment and Electronic Manufacturing Services are this week's worst groups.
Health Care Technology Recovers
Technology Hardware Stores & Peripherals and Health Care Technology are this week's best groups. Broadline Retail and Apparel Accessories & Textiles are this week's worst groups.
Electronic Components Provides A Spark
Communications Equipment and Electronic Components are this week's best groups. Integrated Oil & Gas and Interactive Home Entertainment are this week's worst groups.
Sector Navigator August 2026
Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.
Semiconductors Short Circuited
Application Software and Data Processing are this week's best groups. Semiconductor Equipment and Cargo Ground Transportation are this week's worst groups.
Technology Hardware Storage & Peripherals Gets Rebooted
Technology Hardware Stores & Peripherals and Oil & Gas Exploration & Production are this week's best groups. Interactive Media & Services and Real Estate Management & Development are this week's worst groups.