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Bank of America Corporation (BAC $56.50)
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Citigroup Inc. (C $123.09)
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Deere & Company (DE $577.40)
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Danaher Corporation (DHR $214.12)
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Honeywell International Inc. (HON $239.35)
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JPMorgan Chase & Co. (JPM $324.90)
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Thermo Fisher Scientific Inc (TMO $538.86)
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Palo Alto Networks Inc. (PANW $159.10)
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Arista Networks Inc. (ANET $137.91)
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Zscaler Inc. (ZS $166.20)
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Crocs Inc. (CROX $85.09)
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Synopsys Inc. (SNPS $427.52)
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SPS Commerce Inc. (SPSC $78.07)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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iShares Core S&P Small-Cap ETF (IJR $131.35)
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Shift4 Payments Inc. Class A (FOUR $59.17)
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ISHARES TRUST (IJT $152.85)
Q: The magnificent 7 have had a nice run in 2023. Assuming that the market is broadening out, can you suggest around 5 to 10 US stocks and/or ETFs where money is rotating to. Medium risk stocks. Also what sectors should benefit in the next phase of the economic cycle?