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Market note AH ·

HALO 100 · 1-month sector leaders — NEARSHORE +15.00% / DEFENSE -6.68%

April 29, 2026: Nearshoring, Logistics & Physical Commerce led HALO 100 over the last 21 sessions at +15.00% mean, Autonomous Defense & Drones trailed at -6.68%.

HALO 100 sector-mean returns over the last 21 sessions through April 29, 2026.
Top flow: NEARSHORE +15.00% · SPACE +13.65% · GRID +8.76%.
Weakest flow: DEFENSE -6.68% · MEDDEV -0.66% · ENERGY +3.37%.
Ranking covers 12 sectors (min 3 constituents each).
→ closelook.net/indices/halo/