
2026 is well underway and off to a bullish start. The S&P 500 and other major indices are ending January at record highs, and the Russell 2000 (INDEXRUSSELL: RUT), which tracks small-cap stocks, is leading the charge. The main point is that the sector rotation seen over the past 18 months is speeding up. While tech and big tech remain key to the outlook, leadership is shifting to encompass a broader range of names and risk profiles. Five stocks that led in 2025 still have 2026 momentum—and February could offer better pricing.