What Are The Most Crowded Equity Sectors, According To Goldman's Trading Desk

www.zerohedge.com

With the markets navigating a mixed macro backdrop and as hedge funds reposition heading into the summer, Goldman's trading desk has observed the following notable movements in crowding across US sectors and themes.   

  • AI Data Centers (GSTMTDAT) long crowding has continued to build, rising to 0.82 from 0.75, close to six-month highs. Short crowding has simultaneously dropped to −0.36 from −0.19 (lowest level), reinforcing the strong consensus long bias.