The Industrials sector, XLI, itself is positioned near the center of the Relative Rotation Graph holding all the sector ETFs that make up the S&P 500 index. This means that XLI is moving more or less in line with the S&P 500 and that there is, at the moment, not much to gain on a sector level.
In this article, I will take a look at the individual stocks that make up the Industrials sector and see if there are any opportunities, positive or negative, on an individual equity level.
The Relative Rotation Graph above holds the top-50 (by market cap) stocks inside XLI. Based on the relative position of the sector the positioning of the individual equities is pretty much what one would expect; fairly evenly spread out over the plot.
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