• The best ranked large-cap sector is REITs.
• The top-scoring industry is Trucking.

The top-ranked large-cap sectors are REITs (HCP, ESS, PLD, O, AVB, ARE, NNN) and industrial goods (LEN, ITW, FAST, PH, NVR, VMC, TDG, MDU, LFUS, DOV, BC). The ranking is bunching near-neutral again, suggesting potential rotation. Watch for changes in the coming weeks. Financials, consumer goods, services, and utilities score in line with the average universe score. Technology, healthcare, and basic materials are ranked below average.

Stock Ratings - Best & Worst Scoring

The following are the best and worst scoring large-cap stock s this week:

Industry Ranking 

The best large-cap industries this week are trucking (JBHT, KNX, ODFL), general building materials (FAST, VMC, MDU), semi equipment & materials (TER, ENTG, KLAC, LRCX, AMAT), appliances (WHR), and money center banks (STI, JPM, BNS, WFC, BAC).

The best basic materials baskets are gold (AEM) and major chemicals (SHW). Appliances, packaging & containers (PKG), and trucks/other vehicles (PCAR) are top-scoring in consumer goods. Money center banks, regional banks (USB, C, BBT), and P&C insurers (WRB, CINF, ACGL) should be in focus in financials. The highest scoring healthcare industries are generic drugs (ZTS) and medical instruments (SYK, PODD, BAX). In industrial goods, general building materials, residential construction (LEN, NVR), and diversified machinery (ITW, DOV, BC) offer upside. REITs rank high. The strongest scoring services industries include trucking, wholesale drugs (MCK, CAH), and rental & leasing companies (AER, UHAL, TAL). Semiconductor equipment & materials, domestic telecom (VZ, T), and broad-line semiconductor (TXN, AMD) are top-rated in technology. Electric utilities (SO, AEP, XEL, ETR) can also be bought.