@TheShortBear I’ll venture a guess: software and private equity exposed to software. Some are decades-old funds that survived 2008 and likely will survive here too. As you said, healthcare/pharma prob has more room to run but not to double this year.
@Jason Any solution to wealthy individuals weaponizing the tax code? Their corporations (aka themselves) take every advantage of the US’s biz-friendly landscape then move all their $ out of state, out of country, into corps and & non-taxable assets. No loyalty, just bigger bottom lines