Part 6/9:
Recent analysis of hedge fund positions signals a gradual shift away from traditional MAG stocks towards a new focus on software companies. This marks a pivotal moment in investment strategy, as the hedge fund universe, which comprises nearly 800 major funds, begins to recalibrate its positions in the context of changing market dynamics. Snyder believes this could be the start of a longer-term trend in the market as investors recalibrate their strategies.