Amazon Most, Apple Least Crowded Trade?

The ten most overweight stocks in the UBS listing include half that are technology names, three that are healthcare names and one that is – gasp – a financial and another an old school media company. The list of the most unloved, the underweights, include arguably two of the most innovative names in US technology, four hard core consumer product names and a carbon burning leader alongside a Japanese car company. The UBS individual name report contrasts with the category study by Credit Suisse as potential relative value trends appear.

UBS and Credit Suisse reports come to slightly different if nuanced conclusions

An August 5 Credit Suisse research report points to general...