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Software is ranked #11 of 49 industries by 3-month relative strength, with +5.31% excess return vs the S&P 500 over the last 63 trading days. It sits inside the Information Technology GICS sector and contains 263 stocks.
Strong climber
A handful of names carry this industry. Caution: rotation may be more fragile than the rank suggests.
Insufficient bar history to compute breadth for this industry.
As of May 21, 2026, the software industry is ranked #11 of 49by 3-month relative strength versus the S&P 500. It is currently outperforming the market, with an excess return of +5.31% over the past 63 trading days.
The 1-month rank is #10, the 6-month rank is #45, and the 1-year rank is #0. Compare these to spot a rotation: a falling 6M rank with a rising 1M rank tells you the industry is turning — money is starting to come back.
The 263 constituents are ranked by relative strength above. See the full constituents table for per-name RS.
How many stocks are in this industry?
263 core-list common stocks and ADRs. We include only names with enough trading history to compute relative strength.
What GICS sector is this in?
Information Technology. FF49 and GICS are different taxonomies; the mapping is a rough one-to-many — see the siblings card for other FF49 industries in the same GICS sector.
How is the RS number computed?
We take the constituent log-returns over the lookback window, subtract SPY's log-return over the same window, and aggregate on a market-cap-weighted basis. The result is “excess return vs the market.”
Software is one of 49 industries in the Fama-French taxonomy. SIC code-based classification published monthly by Ken French at Dartmouth. The FF49 groupings are intentionally coarser than GICS or SIC alone — useful for market-rotation reads, less useful for fine-grained screening.
FF49 is intentionally coarse — useful for rotation reads, less useful for fine-grained screening. Read the methodology →