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While Big Tech dominates headlines with 30% of the S&P 500, a quiet shift is happening beneath the surface. Billions are flowing out of mega-cap tech funds into energy, industrials, healthcare, financials, and utilities—sectors trading at discounts with stronger fundamentals. Why the rotation? Stretched valuations, concentrated risk, and opportunity. When one sector becomes this dominant, the next wave of returns emerges elsewhere. The data shows institutional repositioning is real. Not fear. Op
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