Money Managers Repositioning?

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This is a highlight on Friday and it clearly shows that money managers are taking profits in Tech and rolling over funds in to Financials (bottom left) and Energy (top right). I am a big believer in tech, particularly PC's and Semiconductors, so this profit taking can provide great buying opportunity in those names. As stated earlier, semiconductor orders are great and believe earnings for the next few quarters will be outstanding. If you want to follow the money, your guide is above.