Sector Rotation Tracker
Track where institutional money is moving — across traditional S&P 500 sectors, technology themes, and macro plays. Sortable by day, week, and month.
| Sector | 1 Day | 1 Week | 1 Month | Performance | |
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Tracked via SPDR Select Sector ETFs (XL*). Data updates every 60 seconds during market hours.
| Theme | 1 Day | 1 Week | 1 Month | Performance | |
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Tracked via thematic ETFs. Semiconductors (SOXX), AI & Robotics (BOTZ), Cloud (SKYY), Cybersecurity (HACK), Quantum Computing (QTUM), Autonomous Vehicles (DRIV), Fintech (FINX).
| Theme | 1 Day | 1 Week | 1 Month | Performance | |
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Tracked via thematic ETFs. Defence (ITA), Clean Energy (ICLN), Nuclear (NLR), Space (UFO), Crypto Infrastructure (WGMI), Gold Miners (GDX), Water (PHO).
Get an AI-powered breakdown of any ticker — fundamentals, sentiment, and risk in one view.
Open tool → Markets News & SentimentLive sentiment scoring across seven financial news categories, updated hourly.
Open tool → The BriefWhat moved today and why — distilled from the day’s most consequential headlines, in plain language.
Read today’s brief →What is Sector Rotation?
Sector rotation is the movement of investment capital from one industry sector to another as investors anticipate the next phase of the economic cycle. When the economy is expanding, money tends to flow into cyclical sectors like technology, consumer discretionary, and industrials. When growth slows or recession risks rise, investors typically rotate into defensive sectors like utilities, consumer staples, and health care, which tend to be more resilient to economic downturns. Tracking where money is moving — and at what pace — can provide early signals about how institutional investors are positioning for what comes next.
What Are Thematic Sectors?
Traditional S&P 500 sector classifications were designed decades ago and do not capture many of today’s most important investment themes. A company building AI infrastructure might be classified under Technology. A nuclear energy provider might sit inside Utilities. Thematic sectors cut across these boundaries to group companies by the trend they are exposed to — whether that is artificial intelligence, quantum computing, clean energy, or space exploration. Tracking thematic ETFs alongside traditional sectors gives a more complete picture of where the market is pricing future growth.
How to Read This Tracker
Each row shows the price performance of a sector ETF over one day, one week, and one month. The performance bar visualises relative strength within each table — wider bars mean stronger outperformance or underperformance relative to other sectors. The summary cards at the top highlight the day’s leader and laggard, and the breadth reading (how many sectors are advancing vs declining) gives a quick read on whether the session is broadly positive or reflects selective buying. Sort by different time periods to distinguish short-term noise from longer-term trends.
Why Thematic Sectors Matter Now
The biggest investment themes of the current decade — AI infrastructure, quantum computing, nuclear energy, autonomous vehicles — do not map neatly onto traditional sector classifications. A standard sector tracker tells you that Technology is up 2% today. Our thematic tracker tells you whether that move is concentrated in semiconductors, cloud, or cybersecurity, and whether quantum computing names are participating. That level of granularity is what separates a trading edge from a news headline. We built this tracker specifically because we could not find one that went deep enough into the themes that actually matter to investors right now.
All sector data updates automatically every 60 seconds during US market hours (9:30 AM — 4:00 PM ET). Outside market hours, prices reflect the most recent closing data.
Traditional S&P 500 sectors use the SPDR Select Sector ETFs (XLE, XLF, XLK, etc.). Thematic sectors use specialist ETFs: SOXX for semiconductors, BOTZ for AI & robotics, QTUM for quantum computing, SKYY for cloud, HACK for cybersecurity, DRIV for autonomous vehicles, FINX for fintech, ITA for defence, ICLN for clean energy, NLR for nuclear, UFO for space, WGMI for crypto infrastructure, GDX for gold miners, and PHO for water.
Weekly and monthly returns are calculated using daily candlestick data from Finnhub. The 1-week figure compares the current price to the closing price approximately 5 trading days ago. The 1-month figure uses the earliest available closing price in the prior 31-day window.
No. This tracker is for informational purposes only and does not constitute financial advice. Sector and thematic ETF performance is shown for market monitoring purposes. Always do your own research before making investment decisions. For deeper analysis of individual stocks, try our AI Stock Analyzer.
Data sourced from Finnhub. ETF prices used as proxies for sector performance and may not perfectly reflect underlying index returns. Past performance is not indicative of future results. AllinAllSpace is not a registered investment advisor.