---
title: "\"Rotation is the Lifeblood of a Bull Market\""
description: "As Semis $SMH cooled off, they handed the baton to Software $IGV. \nThe result? $XLK closed at new ATHs this week.\nSoftware & Semis now carry roughly equal weight in the S&P 500 $SPY.\n\nSource: Larry Thompson, CMT CPA @HostileCharts"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# ["Rotation is the Lifeblood of a Bull Market"](https://blog.syzgroup.com/syz-the-moment/rotation-is-the-lifeblood-of-a-bull-market)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | Dec 9, 2024, 3:55:50 PM

[View full post](https://blog.syzgroup.com/syz-the-moment/rotation-is-the-lifeblood-of-a-bull-market)

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