After technology stocks (XLK, +2.70%) clubbed the energy sector (XLE, -2.64%) last week, the former group is now the leading sector over the past six months, widely outperforming the benchmark S&P 500 index. Within technology, there are four industry groups that have been outperforming the benchmark technology sector ETF (XLK). Here's a chart that summarizes all of this relative strength:
The relative strength of each of the industry groups is fairly obvious, although the relative performance of internet stocks ($DJUSNS:XLK) is a bit suspicious. However, this group has seasonality on its side as it tends to outperform from September through December. That recent relative uptrend shouldn't be ignored given this seasonal preference.