Bank of America analysts examined how heavily U.S. fund managers are invested in semiconductor and electronic design automation stocks in the S&P 500.
Based on data from the end of April, the relative weighting of semiconductor stocks are 0.90x…
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https://www.benzinga.com/tech/25/05/45235394/nvidia-broadcom-lead-fund-manager-buys-even-as-semiconductor-sector-cools-analysts