--- title: "Capital Rotation Beyond Mega-Caps: Institutional Flows Target Supply Chains and Sports Franchises" type: "News" locale: "en" url: "https://longbridge.com/en/news/294939135.md" description: "As funds rotate away from crowded technology giants in the second half of 2026, niche manufacturers like Sanmina and sports assets like Manchester United are attracting institutional buying. This rotation reflects a broader market repricing for diversified earnings." datetime: "2026-08-05T09:13:28.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294939135.md) - [en](https://longbridge.com/en/news/294939135.md) - [zh-HK](https://longbridge.com/zh-HK/news/294939135.md) generator: "portal-rs" --- # Capital Rotation Beyond Mega-Caps: Institutional Flows Target Supply Chains and Sports Franchises As macroeconomic liquidity expectations shift in the second half of 2026, capital is spilling over from crowded mega-cap technology stocks into a diversified basket of secondary assets. According to recent market fund flow data, an array of equities ranging from niche infrastructure manufacturers and sports franchises to regional bank ETFs is emerging as a primary target for institutional reallocation. ### FuboTV (FUBO.US) FuboTV has remained under pressure in recent trading sessions but sustained its operational expansion throughout the year. The company reported first-quarter 2026 revenue of **USD 1.57 billion**, a nearly **40%** year-over-year increase, while significantly narrowing its net loss attributable to common shareholders to **USD 9.1 million**. FuboTV is targeting further expansion of its connected TV sports video distribution in the second half of the year through a newly expanded partnership with The Athletic, a move aimed at combating traditional cable churn, according to people familiar with its strategy. ### Plus Therapeutics (CNSY.US) Plus Therapeutics has fluctuated upward year-to-date. The clinical-stage pharmaceutical company, operating with a market capitalization of under **USD 300 million**, is advancing its **2026** milestones for the REYOBIQ clinical program alongside the commercial rollout of CNSide. The company expects to disclose more data regarding its targeted radiotherapeutics before year-end to address unmet medical needs in rare cancers. ### Cromax (CRMX.US) Cromax, a global refinish brand operating under Axalta, has traded relatively flat recently. The business line is expanding its market penetration across Europe, the Middle East, and Africa via localized digital platforms. The company anticipates that the rollout of its new Chroma Matt Clear System will drive premium market share gains, which industry analysts note will likely improve the segment's overall margin profile. ### Pan American Silver (PAAS.US) Pan American Silver has outperformed most precious metal miners this year, trending higher on strong fundamental forecasts. Wall Street consensus expects the company to report second-quarter 2026 revenue of **USD 1.2 billion**, representing a **47%** year-over-year jump, alongside projected earnings per share of **USD 0.86**. The company is advancing potential production growth plans at its Timmins operation, and Bank of America Global Research has identified the stock as a preferred choice in the North American metals sector. ### Direxion Daily Regional Banks Bull 3X Shares (DPST.US) DPST rallied significantly alongside regional bank stocks, bolstered by cooling **June 2026** Consumer Price Index data. The leveraged ETF declared a quarterly dividend of **USD 0.6712**. Bullish sentiment across the regional banking sector has been amplified by a **13%** dividend hike from components like Regions Financial, with analysts citing net interest income expansion and resilient credit quality as the primary drivers of the ongoing rebound. ### Sanmina (SANM.US) Sanmina has emerged as a standout performer this year, prompting multiple financial institutions to raise their price targets. For the fiscal third quarter ending **June 2026**, the company reported sales of **USD 3.46 billion** and non-GAAP diluted earnings per share of **USD 3.31**. Following the successful integration of the ZT Systems data center infrastructure business acquired from Advanced Micro Devices (AMD), Sanmina is targeting full-year 2026 revenue between **USD 14 billion and USD 14.3 billion**. CEO Jure Sola stated that non-GAAP operating margins exceeded the company's initial outlook. ### United States Commodity Index Fund (USCI.US) USCI experienced a slight pullback in recent trading. Against the backdrop of Brent crude tumbling below the **USD 90** threshold and gold hovering at elevated levels, the fund reflects the volatility of a broader commodity basket. Market technicians note that macroeconomic markets face renewed pricing swings in 2026, prompting capital to utilize USCI to establish hedging positions against geopolitical uncertainties. ### Eos Energy (EOSU.US) Eos Energy has traded lower under renewed selling pressure. The company is advancing the commercial deployment of its zinc-based battery storage systems to meet rising grid-scale demand in **2026**. Eos Energy expects portions of its backlog to accelerate into recognized revenue during the second half of the year, as management seeks to optimize supply chains for better unit economics, according to industry insiders. ### Jabil (JBL.US) Jabil has traded in a narrow range over recent weeks. As a global manufacturing solutions provider, the company continues to navigate the ongoing reconfiguration of consumer electronics supply chains in **2026**. Jabil is targeting stabilized full-year gross margins by optimizing capacity across its artificial intelligence and automotive electronics divisions, according to people familiar with the supply chain dynamics. ### Manchester United (MANU.US) Manchester United has surged over **40%** year-to-date, recently experiencing a double-digit percentage spike driven by catalysts such as a new stadium land deal. Financial projections indicate the club's **fiscal 2026** revenue is tracking toward the **USD 684 million** range. The club announced a deepened official hospitality partnership with Elevate ahead of the 2026/27 season, a move aimed at significantly boosting matchday monetization, according to people familiar with the operations. At a macro level, the outperformance of these diverse equities indicates improving market breadth. As debates over broader policy trajectories reach a critical juncture, the rotation of funds away from a concentrated group of tech giants into specialized assets with distinct fundamental catalysts is expected to reshape the investment landscape in the latter half of 2026. *This article does not constitute investment advice.* ### Related Stocks - [FUBO.US](https://longbridge.com/en/quote/FUBO.US.md) - [CNSY.US](https://longbridge.com/en/quote/CNSY.US.md) - [PAAS.US](https://longbridge.com/en/quote/PAAS.US.md) - [SANM.US](https://longbridge.com/en/quote/SANM.US.md) - [JBL.US](https://longbridge.com/en/quote/JBL.US.md) - [MANU.US](https://longbridge.com/en/quote/MANU.US.md) ## Related News & Research - [4,670 Shares in Jabil, Inc. $JBL Bought by B. Metzler seel. Sohn & Co. AG](https://longbridge.com/en/news/296748876.md) - [De Lisle Partners LLP Acquires New Stake in Sanmina Corporation $SANM](https://longbridge.com/en/news/296695461.md) - [Jabil Q3 2026 Earnings Preview](https://longbridge.com/en/news/289969181.md) - [Jabil stock upgraded to buy on 50% AI revenue growth potential. This hyperscaler is the key.](https://longbridge.com/en/news/295561913.md) - [Sir Dave Brailsford has left his role as director with Manchester United](https://longbridge.com/en/news/285522918.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**