The U.S. Securities and Exchange Commission (SEC) has finalized the disclosure of 13F holdings reports, offering a revealing glimpse into the investment trajectories of the world's premier asset management firms. Data indicates that Wall Street behemoths, including BlackRock and Bridgewater, engaged in fervent long-short maneuvers on tech stocks, especially within the semiconductor supply chain, with notably divergent directions in their portfolio adjustments. Concurrently, the space economy and several specialized niches within the AI supply chain have garnered traction among long-term investors.