The iShares U.S. Home Construction ETF (ITB) is already up 40% this year, and the Invesco Dynamic Building & Construction ETF (PKB) was up 31%. I view RSP demand [as supporting the idea] that investors believe the mega-caps that drove the market for much of the year will continue to give way to other large-caps. It's a sentiment market, and if the words from Washington are "hike" and "inflation," then people may cut back unexpectedly -- from labor issues to consumer spending.