Source: TradePulse | May 14, 2026
Market Overview
Recent aggregate flow data reflects continued institutional participation across a broad range of sectors, with semiconductors, software, artificial intelligence, cybersecurity, crypto-related equities, financials, energy infrastructure, and leveraged ETFs all represented within the current Top Inflows dataset. While order flow toward semiconductor-related equities remains strong, the latest flow rankings also show meaningful participation across cloud infrastructure, digital assets, enterprise software, communications infrastructure, and sector ETFs, implying a more diversified allocation of capital rather than concentrated positioning in a single sector.
Within the current Top Flows rankings, Taiwan Semiconductor Manufacturing Company Ltd. leads by TradePulse’s flow score, supported by significant large deal order flow despite weaker short-term momentum flow. Direxion Daily Semiconductor Bull 3X Shares and Ondas Inc. also rank among the highest by flow score, reinforcing continued investor interest in semiconductors, leveraged technology exposure, and communications infrastructure-related equities. Additional semiconductor and infrastructure exposure is represented through Oracle Corporation, CoreWeave, and ProShares UltraPro QQQ.
Observations from Current Flow Activity
• Taiwan Semiconductor Manufacturing Company Ltd. currently leads the group in aggregate flow score, accompanied by strong institutional order flow activity despite weaker near-term momentum readings
• Software, AI, cloud infrastructure, and cybersecurity interest remains strong , led by Oracle Corporation, CrowdStrike Holdings, AppLovin Corporation, and CoreWeave
• Semiconductor-related exposure continues to attract interest through, Direxion Daily …
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