Utilities continue to hold onto the top slot in our weekly sector ranking. Basic materials and industrial goods also score above average. Consumer goods score inline, with mid and small cap consumer scoring relatively better than large cap.

The highest scoring names in small cap from 1 year ago (5/9/2013) returned 804 bps more than the Russell 2000. The best performers have been GBX up 113%, CRZO up 111%, CIR up 69%, MRTN up 63%, and POL up 63%.

Last week we saw sector bunching around the average universe score, which is typical at inflection points. Scores have rolled to reflect the shift to Q2 seasonality, so watch sector and industry ranks closely over the coming weeks.

For this report, utilities are the top scoring small cap sector and the best small cap industry is trucking.