Hedge funds and mutual funds have continued their recent portfolio rotations away from Software and toward Semis.

Al 21 maggio i fondi speculativi hanno registrato un rendimento del 7% da inizio anno. Le posizioni short sono in crescita nei settore utility e consumi fissi

Spoiler: not like anything that came before.

Hedge funds and mutual funds have continued their recent portfolio rotations away from Software and toward Semis.