David Lentz

General Electric Moves On Down the Largest Company List

An interesting additional thing to have shown would have been the percentage change in their market caps. Without looking, I'm fairly confident that the market cap of every company listed is smaller today than it was a year ago.

If one looks at these in terms of industry groups (financials, manufacturing, consumer staples, etc), there is a clear rotation. Again, this isn;t exactly news either, but it's a nice way to quantify the sector rotation.