Here's what beats the market when inflation starts rising like it is now


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Wednesday morning the Labor Department said the consumer price index increased by 2.5 percent in the 12 months through January, the biggest annual gain since March 2012. History tells us technology and industrial stocks beat the market when inflation pressures build like they are now.

Using hedge fund analytics tool Kensho, CNBC PRO found 32 periods going back to 1981 when CPI annual growth was between 2 and 3 percent. Here were the best-performing sectors, on average, during those periods of varying time lengths along with the performance of the S&P 500.