Hedge funds shift away from software investments, marking a significant market change

May 26, 2026, 2:00 AM20

(Update: May 27, 2026, 2:00 AM)

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Hedge funds shift away from software investments, marking a significant market change

The Software & Services sector has dropped by 14% year-to-date while Semiconductors & Semi Equipment has risen by 38%.
Hedge funds have cut software investments to their lowest weight since 2019 amid a macro shift towards semiconductors.
This reflects a broader reallocation of resources that may reshape the technology investment landscape.

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