Barely more than two months into 2026, signs of a sector rotation are emerging. As of March 5, consumer discretionary and technology, which are homes to an array of growth stocks, are in the red year to date and are two of the worst-performing sectors in the S&P 500. On the other hand, energy, industrials, and materials, all of which are value destinations, are three of the top-performing sectors. Defensive sectors, which can exhibit value traits, such as consumer staples and utilities, are getting in the a ...