Flows are rotating into Semiconductor & Electronics Innovation while Utilities & Real Estate Cohort weakens

🇺🇸 A clear flow shift is unfolding, with inflows dominating outflows for the first time in a while, signaling a potential shift in investor appetite. The market saw 211 inflow clusters versus 264 outflows, with the strongest bid concentrated in semiconductor and electronics innovation, led by $LFUS (Littelfuse, Inc.) with +$98M. Meanwhile, the largest outflow was from utilities and real estate, led by PPL with -$43M, suggesting a rotation away from defensive sectors. This move indicates traders are increasingly favoring tech and cross-sector growth themes over traditional safe havens. The confirmation comes from the broad-based inflow into semiconductor and software themes, which shows conviction beyond a single name. The next test will be whether this inflow persists into next week, especially as the sector rotation gains traction.