Transports At Resistance

The transportation stocks had a good week mostly due to the strength in the railroad stocks especially UNP. Just two months ago the transports were clearly lagging the rest of the market and now all of a sudden they just woke up with some explosive upside moves. The same thing is happening with the home builders. These stocks have also been lagging the market and now are having some very sharp rallies. One by one I'm noticing that the groups that have been lagging the market are now being bought.
There are still groups that have not participated in this rally such as the semiconductors. Will they be the next group to get bought? Only time will tell.