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Bank of America Corporation (BAC $56.41)
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Citigroup Inc. (C $123.77)
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Deere & Company (DE $585.67)
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Danaher Corporation (DHR $216.66)
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Honeywell International Inc. (HON $239.84)
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JPMorgan Chase & Co. (JPM $322.10)
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Thermo Fisher Scientific Inc (TMO $546.76)
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Palo Alto Networks Inc. (PANW $166.00)
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Arista Networks Inc. (ANET $141.74)
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Zscaler Inc. (ZS $170.18)
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Crocs Inc. (CROX $84.09)
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Synopsys Inc. (SNPS $438.90)
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SPS Commerce Inc. (SPSC $75.48)
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CrowdStrike Holdings Inc. (CRWD $408.04)
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iShares Core S&P Small-Cap ETF (IJR $131.95)
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Shift4 Payments Inc. Class A (FOUR $58.61)
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ISHARES TRUST (IJT $153.32)
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?