Flows are rotating into EXP while LFUS weakens

🇺🇸 Flow shifted sharply toward $EXP (Eagle Materials Inc), with inflows outpacing outflows by a wide margin, signaling a clear rotation into the theme. Meanwhile, LFUS faced a significant exit of $57M, marking the largest departure among the outflows, and UDR and AGG also saw sizable withdrawals. The net flow pattern confirms a move away from the industrial and bond tracking segments towards more growth-oriented and energy-related names. This shift underscores a cautious tone for the industrials and fixed income, while traders are increasingly betting on expansion and energy themes. The next test will be whether EXP can sustain its inflow momentum and confirm leadership. A sustained bid above recent highs would reinforce the rotation, but a stall could signal a pause before further directional clarity.