PremiumWith the markets navigating a mixed macro backdrop and as hedge funds reposition heading into the summer, Goldman's trading desk has observed the following notable movements in crowding across US sectors and themes. AI Data Centers (GSTMTDAT) long crowding has continued to build, rising to 0.82 from 0.75, close to six-month highs. Short crowding has simultaneously dropped to −0.36 from −0.19 (lowest level), reinforcing the strong consensus long bias.
What Are The Most Crowded Equity Sectors, According To Goldman's Trading Desk
With the markets navigating a mixed macro backdrop and as hedge funds reposition heading into the summer, Goldman's trading desk has observed the following notable movements in crowding across US sectors and themes.
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