
State of the Tech Trade 7/11/23
Halftime Report
00:00
New Burger Berman: Private Wealth
The top 10 technology names, if you will, aren't coming from the people on this desk who are active managers. Nobody's overweight Apple, Microsoft, Amazon. You can't because it's too big. This buying pressure has to come at least for technology and probably for longer duration growth stocks elsewhere.
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