Software Is Finally Cracking - And The Great Rotation Is Picking Up Speed
Source: SeekingAlpha
2026-02-15 07:30:00 ET
Introduction
I have to say that I feel pretty good about this year so far. That’s mainly because the rotation thesis has panned out (again, so far) way better than I could have expected. We’re seeing a strong surge in demand for value-focused investments and a lot of carnage in some of the winners in the past, as even the best-performing players of prior cycles are getting hit....
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Software Is Finally Cracking - And The Great Rotation Is Picking Up Speed
Carlisle Companies Incorporated
NASDAQ: CSL
CSL Trading
-5.94% G/L:
$354.375 Last:
277,474 Volume:
$364.87 Open:
CSL Latest News
CSL Stock Data
$17,361,989,097
41,158,987
0.67%
365
N/A
Construction
Industrials
US
Scottsdale
