U.S. hedge funds sold information technology stocks, including semiconductors and hardware, for a fourth consecutive week through July 3, with the SOX index declining 4.2 percent [CNA]. The same funds bought shares in energy, real estate, consumer staples, commercial services, and index products while utilities projected record capital spending of $240 billion in 2026 [CNA] [The Motley Fool]. Coverage of these flows derives exclusively from left-center sources.