Flows are rotating into ESI while DD weakens

🇺🇸 A clear shift is unfolding as inflows into $ESI (Element Solutions Inc.) dominate outflows, signaling a potential rotation in market flow dynamics. With ESI attracting $83M in buying and DD shedding $25M, the focus appears to be moving away from defensive themes toward more growth-oriented names. This flow pattern confirms a broadening interest in the ESI theme, supported by strong bid activity, while DD continues to see notable exits. The divergence suggests traders are repositioning away from the defensive leader and into more cyclical or growth sectors, with GEN and CRWV also seeing inflows. Next, watch whether this flow shift sustains or if DD stabilizes, as continued inflows into ESI could reinforce a risk-on tilt.