Jodie Historical Story

Flows are rotating into Aerospace & Defense Focus while Transport & Infrastructure Cohort weakens

Flow SnapshotEquitiesPublished Wed, May 13, 2026, 9:00 AM ET
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Flows are rotating into Aerospace & Defense Focus while Transport & Infrastructure Cohort weakens
Published Copy
🇪🇺 $AVIO-MI is showing the clearest flow shift, but the move is still concentrated in a small set of clusters. Market participation broadened from 29 clusters to 31. Buying pressure is still showing up, with net flow at +$671M. Bid is strongest in Aerospace & Defense Focus, but the weak side still matters.
Historical Context
Snapshot: equities:europe:2026-05-13T13:00:00+00:00
As of: Wed, May 13, 2026, 9:00 AM ET
Recorded: Wed, May 13, 2026, 9:03 AM ET