finance.yahoo.com

Bank of America Says Semiconductor Fund Exposure Shifts Toward Memory

Bank of America logoBank of America
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Micron Technology logoMicron Technology
Sig1.42Sen+1.68Env0.00Soc0.00Gov0.00
AMD logoAMD
Sig2.45Sen+2.20Env0.00Soc0.00Gov0.00

Bank of America’s August Equity Strategy data shows broader fund exposure to semiconductor stocks, with Nvidia still the most widely owned at 82% and Broadcom also ranking among leaders. AMD reached 51% ownership and Micron climbed to 50% after a 608 basis-point monthly increase. Memory stocks and semiconductor equipment saw the biggest ownership gains, while consumer exposure declined and active-fund semiconductor weighting rose to 1.15 times.

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