Monthly Reports

Institutional briefs, published monthly.

On the last trading day of every month, LHI publishes a research brief covering constituent rebalancing, sector rotation, and market influence trends.

November 2025
Mega-Cap Concentration Reaches 12-Month High
ConcentrationTech
PDF
October 2025
Financials Rotate Into Top Five Sectors
RotationFinancials
PDF
September 2025
NVDA Extends Lead as Top LHI Constituent
SemisAI
PDF
August 2025
Healthcare Underperformance Weighs on Composite
Healthcare
PDF
July 2025
Summer Rally Broadens Beyond the Magnificent 7
Breadth
PDF
June 2025
Introducing the Overlap Multiplier Refinement
Methodology
PDF