When looking at the latest twelve months, then there is no visible structural change in leadership compared to the past few years: very large cap technology stocks, with a handful of sectors as runners-up. Interestingly enough, the two groups just below the top are materials (containing resources as well as precious metals), and energy (mainly consisting of oil & gas related industries). The latter sectors having advanced sharply since the start of the Iran war.
40% of stocks in the universe have either not moved, or even declined in this period.