Part 6/8:
In light of these insights, Hazen's firm is actively rebalancing its portfolio. While they are taking profits from hardware stocks, they are reinvesting in software companies that provide essential AI-driven solutions, such as Salesforce and ServiceNow. Beyond the familiar high-fliers of the tech sector, they are also exploring opportunities in healthcare, industrials, and financials, looking at a broader range of about 400 alternative market options.