While the technology sector continues to dominate headlines with AI innovation and flashy growth stories, a different kind of leadership has been quietly taking shape. The industrial sector, often overlooked in recent years, has been staging an impressive outperformance in 2025, and few names represent this resurgence better than Deere & Co. (NYSE: DE).
The Industrial Select Sector SPDR Fund (NYSEARCA: XLI) is up nearly 10% year-to-date, outpacing its technology counterpart, the Technology Select Sector SPDR Fund (NYSEARCA: XLK), which has climbed 6.3% over the same period. Both ETFs are hovering near 52-week highs, but the industrials sector has seized the momentum this year. Within this space, Deere has emerged as a standout, surging over 20% year-to-date and currently trading just beneath a key breakout level.
