Today we're switching up our regular broadcasting and taking our ETF Power Rankings to the stocks of the Dow 30.

The beauty of these rankings is that they can applied to any universe of our choosing - today we're doing the Dow 30.

Here's where our sector universe stands right now.

The same sectors continue to lead, like discretionary, financials, communications, and industrials.

There's a wide selection of leadership, which broadly speaking is bullish for the market.

Today we're switching up our regular broadcasting and taking our ETF Power Rankings to the stocks of the Dow 30.

The beauty of these rankings is that they can applied to any universe of our choosing - today we're doing the Dow 30.

The big standout to us is how Nvidia $NVDA has transitioned from a deep green to a lighter shade even before it gapped down last Monday.

Instead, traditional names like Walmart, 3M, and IBM have been showing the most strength in recent times.

On the other end of the spectrum are names like Merck, AMGEN, and Nike.

Through these rankings, we can instantly see where to focus our attention. And an area we've been attracted to this week is crypto; over $2B of positions were just liquidated, which has historically been a fantastic buying opportunity.

You can watch our Senior Crypto Analyst, Louis Sykes, outline what he's doing to profit off this recent development...

Large Cap Growth $IWF remains on the top of the rankings for U.S. indices.

Right beneath it are growth-adjacent ETFs, like the Nasdaq 100 $QQQ, Mega Caps $MGC, and the S&P 500 $SPY.

The high level trend is growth over value, for now.

IWF is consolidating constructively in the context of a long-term uptrend.

This dip was the biggest liquidation since Bitcoin’s inception. Bigger than the Covid, FTX, and Terra selloffs. Is it time to buy?

Watch the replay of our crypto analyst, Louis Sykes, to get the real story. 

We’re noticing an increasing number of international markets showing relative strength.

This includes familiar standouts like China, Argentina, and Israel, as well as newer additions like Colombia, Chile, and Italy.

It's especially surprising to see many Latin American country ETFs gaining strength recently, with Colombia rising nearly to the top of the power rankings.

When we take a step back, this makes sense, as the iShares Latin America 40 ETF ($ILF) recently found support at the lower end of its long-term range.
 

However, the region still faces significant challenges, with Brazil and Mexico making up 85% of the ETF.

Interestingly, it's the countries that don't dominate this index—like Colombia, Chile, and others—that are showing the strongest performance.

The big takeaway here is the continued green among a select few industry groups.

Cloud, Broker Dealers, Cyber Security, Software etc. These have all been strong industries over the years, so it's no surprise to see these all inhabiting the green region of this table.

A group among the green candidates which is surprising is the iShares U.S. Telecommunications ETF $IYZ. This ETF is still down 50% from its launch in 2000 and still trading at the same levels as it was 22 years ago.

Yet, it's shown impressive strength in recent times. If it can break above its pivot highs near 28, it would point to a continuation of this relative strength.
 

Many of the ETFs that hold crypto-associated stocks continue to rank high on the thematic list.

This niche area could continue to strongly outperform if Bitcoin successfully completes an all time high breakout right here.

If Bitcoin is above 108,000, ETFs such as ARKW, BITQ, and BLOK would be significant beneficiaries.

The market action since the FOMC seems to be positive. We broke it down here in a livestream yesterday.

Click here to watch the replay.

Talk about a bull market of wide participation!

Technology isn't even in the top 10 ETFs, and it's Equal Weight Technology $RSPT over Large Cap Technology $XLK.

Sectors like industrials, utilities, and financials are well into the green further solidifying the broad participation on a sector level.

And despite the headlines about DeepSeek impacting semiconductors, look at the action in sectors like Communications $XLC. Tremendously optimistic behavior.

Growth sold off yesterday on headlines following the release of the new Chinese artificial system, DeepSeek.

But in spite of this weakness, many key growth names still closed the day positive and at new highs.

Large Cap Growth $IWF is still solidly green; nothing has changed here.

We're all in New York City for another regular of our Portfolio Accelerator events, and tomorrow we'll all be at the NYSE.

It's a fantastic event with an intimate gathering of our team and Portfolio Accelerator members.
If you want to apply, you can click here.

We want to bring your attention to Argentina.

By our rankings, ARGT has ranked the best global ETF every single week for the last three months.

That's an incredibly impressive record.

The message here is simple; there are strong areas of outperformance outside the United States.

The team is in New York this week to get together with our intimate Portfolio Accelerator group. If you want to join to get access to these exclusive events and have access to our analyst team, you can apply here. Spaces are limited!

Notice all the same industry groups constantly green:

• Broker Dealers & Exchanges
• Cloud
• Internet
• Cyber Security
• Software
• Regional Banks

This is what a persistently green trend on our power rankings looks like.

Let the winners ride.

Broker Dealers & Exchanges $IAI is up +45% since 2024!

These are precisely the opportunities we'll be discussing at our exclusive Portfolio Accelerator event in New York next week. Not only are members granted access to these fantastic events throughout the year, but they're also given access to our internal analyst meetings.

You can click here to apply; spaces are limited!

At the top of the list is the Crypto Industry Innovators ETF $BITQ.

What captures our interest is if Bitcoin successfully resolves higher from this 100,000 consolidation band, this group could provide serious alpha to investors.

It's returned investors just shy of +600% since 2023.

Consumer Discretionary $XLY and Financials $XLF are still the strongest sectors right now.

What's capturing our interest is the rebound we've seen in energy stocks, pictured below.

While this is certainly a positive development for the sector, we're still mindful that the Large Cap Energy ETF $XLE is still rangebound and isn't offering an actionable setup currently.

Jeff Macke has been analyzing retail stocks for more than 30 years. Now, for the first time, he's sharing his ideas in a live model portfolio and sharing his best ideas as part of the Retail Roundup. Learn more in this special live event.

Click here to watch the replay.