Sisi Chan

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

Key Points: A noticeable trend in the investment landscape highlights healthcare stocks outperforming technology. There’s potential underinvestment in healthcare, which is contributing to the healthcare momentum. The author’s professional experience offers invaluable insight into this shift.

Limelight Alpha Sector Ranking (December 27 2025): The author’s research indicates a shift towards healthcare. The sector ranking data as of 12/27/2025 reflects this change.

Diversification isn’t a bad thing, and healthcare could be the sector to target in 2026: The current high concentration of technology stocks in the S&P 500 index suggests benefits from diversification. Market players might benefit by incorporating healthcare stocks in their portfolios.

Ranking data shows quiet shift toward healthcare: The author’s data tracking of 1,600 stocks shows a shift towards healthcare. Worries exist about the impacts of regulatory scrutiny on drug prices and health insurance.

Is it too late to buy healthcare stocks? An increase in healthcare stocks could result from various factors, like portfolio rebalancing and rising acquisition opportunities. Data indicates that the energy sector tends to outperform in late-business cycles.