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Group Watch

Sep 25 2026

Cable & Satellite Gets Cut

  • Sep 25, 2026

Semiconductor Equipment and Internet Services & Infrastructure are this week's best groups. Electric Utilities and Cable & Satellite are this week's worst groups. 

Sep 18 2026

Life Sciences Tools & Services Recover

  • Sep 18, 2026

Systems Software and Life Sciences Tools & Services are this week's best groups. Investment Banking & Brokerage and Oil & Gas Exploration & Production. 

Sep 11 2026

Health Care Technology Falls Ill

  • Sep 11, 2026

Semiconductor Equipment and Electronic Components are this week's best groups. Application Software and Health Care Technology are this week's worst groups. 

Sep 04 2026

Fertilizers & Agricultural Chemicals Grows

  • Sep 4, 2026

Big Energy and Fertilizers & Agricultural Chemicals are this week's best groups. Semiconductor Equipment and Paper Packaging are this week's worst groups. 

Sep 01 2026

Sector Navigator September 2026

  • Sep 1, 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. 

Aug 28 2026

Systems Software Gets With The Program

  • Aug 28, 2026

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. 

Aug 21 2026

Biotechnology Has A Breakthrough

  • Aug 21, 2026

Biotechnology and Precious Metals are this week's best groups. Semiconductor Equipment and Electronic Manufacturing Services are this week's worst groups. 

Aug 14 2026

Health Care Technology Recovers

  • Aug 14, 2026

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. 

Aug 07 2026

Electronic Components Provides A Spark

  • Aug 7, 2026

Communications Equipment and Electronic Components are this week's best groups. Integrated Oil & Gas and Interactive Home Entertainment are this week's worst groups. 

Aug 03 2026

Sector Navigator August 2026

  • Aug 3, 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.

Jul 31 2026

Semiconductors Short Circuited

  • Jul 31, 2026

Application Software and Data Processing are this week's best groups. Semiconductor Equipment and Cargo Ground Transportation are this week's worst groups. 

Jul 27 2026

Technology Hardware Storage & Peripherals Gets Rebooted

  • Jul 27, 2026

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. 

Jul 17 2026

Technology Hardware Storage & Peripherals Needs A Reboot

  • Jul 17, 2026

Merchandise Retail and Human Resources & Employment Services are this week's best performing groups. Technology Hardware Storage & Peripherals and Alternative Carriers are this week's worst performing groups.

Jul 10 2026

Paper Packaging Gets Crumpled

  • Jul 10, 2026

Technology Hardware Stores & Peripherals and Oil & Gas Refining & Marketing are this week's best groups. Aerospace & Defense and Paper Packaging are this week's worst groups. 

Jul 06 2026

Semiconductor Equipment Falters

  • Jul 6, 2026

Interactive Media & Services and Insurance Brokers are this week's best groups. Semiconductor Equipment and Electronic Components are this week's worst groups. 

Jul 01 2026

Sector Navigator July 2026

  • Jul 1, 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.

Jun 26 2026

Life Sciences Tools & Services Get Well

  • Jun 26, 2026

Big Health Care and Life Sciences Tools & Services are this week's best performing groups. Interactive Media & Services and Alternative Carriers are this week's worst performing groups.

Jun 22 2026

Electrical Equipment Provides A Spark

  • Jun 22, 2026

Electrical Equipment and Interactive Home Entertainment were this week's best performing groups. Integrated Oil & Gas and Oil & Gas Drilling were this week's worst performing groups.

Jun 12 2026

Personal Products Clean Up

  • Jun 12, 2026

Beverages and Personal Products were this week's best performing groups. Application Software and Precious Metals were this week's worst performing groups.

Jun 05 2026

Technology Hardware Storage & Peripherals Boots Up

  • Jun 5, 2026

Technology Hardware Stores & Peripherals and Technology Distributors are this week's best groups. Big Communication Services and Cable & Satellite are thisweek's best groups.