Flows are rotating into EXP while LFUS weakens

🇺🇸 Flow shifted sharply toward $EXP (Eagle Materials Inc), with inflows topping outflows by over $114M, signaling a clear tilt into growth and innovation themes. Meanwhile, LFUS saw a $54M exit, marking a significant pullback from the industrial and energy co-movement sectors. The divergence suggests investors are increasingly favoring thematic exposure aligned with AI, infrastructure, and biotech over traditional industrials and energy. The confirmation comes from the top inflow into EXP, which is now leading flow activity, while the largest outflow remains concentrated in LFUS. This pattern indicates a broadening move away from cyclical industrials, with momentum centered on high-growth themes. Next, watch whether EXP sustains its inflow and if the flow divergence persists, confirming a shift toward risk-on growth positioning.