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http://www.bespokeinvest.com/
While the Technology sector has gained share in 2012, it has really lost a lot of share since the market peaked on September 14th. As shown below, Technology's weighting in the S&P has dropped by 0.78 percentage points since 9/14. So who has benefitted from the drop in Tech's weighting? Financials, Health Care and Utilities.
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