Jodie Historical Story

Flows are rotating into Defense & Logistics Cohort while Cross-Sector Innovation & Services weakens

Flow SnapshotEquitiesPublished Tue, May 5, 2026, 7:20 AM ET
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Flows are rotating into Defense & Logistics Cohort while Cross-Sector Innovation & Services weakens
Published Copy
🇪🇺 $DANSKE-CO is showing the clearest flow shift, but the move is still concentrated in a small set of clusters. What was a narrower rotation is now running through 36 clusters, up from 31. The tape is still getting support, with +$26.28B of net flow behind the move. Bid is strongest in Defense & Logistics Cohort, but the weak side still matters.
Historical Context
Snapshot: equities:europe:2026-05-05T11:20:00+00:00
As of: Tue, May 5, 2026, 7:20 AM ET
Recorded: Tue, May 5, 2026, 7:25 AM ET