Hedge funds love mega-cap tech, and their FANMAG fandom isn't going anywhere. But some new ideas are on the rise for the world's biggest investors.
Those leaders are Amazon, Microsoft, Facebook, Alibaba, and Alphabet. But elsewhere, hedge funds are adjusting their positioning to add more industrial stocks and banks, and trim their holdings in tech and healthcare. The picture that emerges starts to look a little more like a bet on a recovering economy.
He notes that Goldman's list of the 50 most popular hedge fund long positions has returned 18% so far, compared to about 6% for the S&P 500. And being a new favorite comes with its own perks. Whether or not those stocks join the tech giants as world-conquering portfolio staples, it's worth watching as signs of a Wall Street consensus start to develop around them.
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