Sisi Chan

Investors quietly pile into a group of stocks for 2026 (it’s not tech)

Key Points: The healthcare sector has been subtly outpacing technology since June 2025, based on a proprietary sector model. Despite solid earnings, M&A activity, and regulatory relief strengthening the sector’s performance, it seems healthcare is underweighted amongst investors.

Todd Campbell, the author, presents his professional history and the proprietary tool he has crafted for studying stock market trends.

Limelight Alpha Sector Ranking (December 27 2025)

The sector ranking tool’s results outline a tilt towards the healthcare sector.

It’s noted that healthcare stocks have been surpassing technology since June 2025, referencing the large-cap sector ranking in this context.

The analysis divulges how the boom in technology investments has eclipsed the growth in healthcare stocks, causing a disparity in investor portfolios.

Diversification isn’t a bad thing, and healthcare could be the sector to target in 2026

The overwhelming role of the tech sector, with heavyweights like Meta, Alphabet, and Amazon, on the S&P 500 index is appraised. A potential shift of interest to the healthcare sector is suggested.

Ranking data shows a quiet shift towards healthcare

The sector model, devised by the author and encompassing individual scores on 1,600 stocks, is broken down. Influential factors and the recent effect of regulatory scrutiny on the healthcare sector are explained.

Is it too late to buy healthcare stocks?

Insights on possible investment avenues in healthcare stocks are shared, based on experiences in tracking and writing about them. Late-stage economic cycles’ correlation with healthcare stocks is also elaborated.