Jul. 16 at 4:04 PM
Another insider-style rotation is catching attention
Capital appears to be shifting from mega-cap software toward energy + robotics themes.
Rep. Thomas Kean Jr. reportedly added up to
$45,000 across:
$ESAB -Global leader in connected fabrication technology, automation, robotics, and specialty gas solutions.
$EQT -The largest natural gas producer in the U.S.
Interesting detail: both names are still trading roughly 30% below their yearly highs, leaving potential room if the rotation continues.
Meanwhile, positions reduced:
$MSFT
$GOOGL
The market is constantly searching for the next leadership group. Are energy and robotics becoming the next rotation targets?
