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

🇪🇺 A clear flow shift is unfolding, with equities now favoring defense and logistics over cross-sector innovation and services. The market's risk posture is tilting away from growth themes, as seen in the sharp outflow from $SAP-DE’s $17.14 billion position in the innovation space. Meanwhile, DANSKE-CO’s $24.95 billion inflow into defense and logistics underscores a pivot toward more defensive sectors. This divergence signals a cautious tone, with traders reallocating capital from high-beta growth to more resilient themes. The next key test is whether inflows into defense hold steady or fade, confirming if this shift is sustainable or just a temporary flight to safety. Watch if DANSKE-CO maintains its lead or if flows revert back to growth sectors in the coming sessions.