Sisi Chan

Investors Quietly Pile into a Group of Stocks for 2026 (It’s Not Tech)

Co-editor-in-chief of TheStreet, Todd Campbell, guides us through interesting developments in the stock market, with emphasis on healthcare stocks. With years of experience in the world of financial analysis, Campbell’s insights play a critical role in understanding some of the latest trends.

Alongside Campbell, veteran editor Daniel Kline has worked meticulously to provide comprehensive information on the topic.

• Healthcare stocks have been conspicuously outperforming technology since June 2025.
• A potential underweight of investors in healthcare stocks suggests underexplored opportunities.
• According to Limelight Alpha Sector ranking data, healthcare is in lead, outshining tech.

In his career, Todd Campbell has extensively analyzed and developed a keen eye for noticing trends, and their potential impacts. His experiences led to the development of a stock and sector ranking tool that signaled an unusual shift – towards healthcare.

Limelight Alpha Sector Ranking (December 27, 2025)

In contradiction to common perception, the healthcare sector has seen a notable upswing. This hefty growth can be seen in the data which starkly contrasts with the technology sector’s performance.

Interestingly, the tech sector, despite exhibiting growth, has not been able to match the growth rate of healthcare. This disparity has led to a noticeable skew in the S&P 500 weighting, heavily favoring tech stocks, due to substantial investor participation in tech.

Is it too late to buy healthcare stocks?

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

While big technology stocks like Meta, Alphabet, and Amazon continue to hold sway, the ratio continues to influence the market in substantial ways.

Ranking Data Shows Quiet Shift Towards Healthcare

In Campbell’s sector model, individual companies’ characteristics help assign scores to sectors. This scoring, when considered over the long term, can highlight shifting trends, like the gradual swing towards healthcare.

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Wall Street views the healthcare sector optimistically. Major pharmaceutical houses continue to show signs of sustained performance and long-term potential, further solidifying the strength of healthcare stocks.

About the Authors

Todd Campbell

An industry expert and financial analyst, Todd Campbell’s market acumen is reflected in his professional journey and his insightful writings for TheStreet.

Daniel Kline

As one of TheStreet’s leading editors, Daniel Kline’s wealth of experience in finance and markets has proven invaluable in shaping strong, data-driven narratives.