Top Down Trade of the Week (12/06/2025)

Welcome back for another Top Down Trade of the Week.

This is a classic leadership scan.

This week’s standout is Technology, which—despite sitting at the bottom of our sector rankings—is showing significant relative strength over the short-term. 

The early signs of tech rotation are all there as money trickles back into high-beta and growth-oriented names. 

We’re digging into the strongest subgroups as they make good candidates to take on longer term leadership roles in the future. 

Spec tech wrapped up the week strong. ARK funds are bouncing off key support, and industry groups like Software aren’t completing tops — they are scooping higher and kicking off fresh rallies. 

These are themes we want to lean into as we move toward year-end. 

Here’s a look at our overall industry rankings, which show IT Services stocks pushing into the top 15.

As rotation continues to favor more risk-on pockets of the market, this group is positioned to benefit.

Here are the Top 10 names in the IT Services subsector, ranked by relative strength.

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