BofA Fund Manager Survey: 82% of respondents say "long global semiconductors" is the most crowded trade. Managers trimmed tech long positions in July, but no managers are currently short the sector.

2026-07-14

BofA Fund Manager Survey: 82% of respondents say "long global semiconductors" is the most crowded trade. Managers trimmed tech long positions in July, but no managers are currently short the sector.