https://www.cnbc.com/2018/08/07/use-extreme-caution—nick-colas-warns-as-sp-plans-big-tech-shift.html
Reweighting the tech sectors in the s&p 500…should derisk the index to an extent, which takes some of the bag out of the hands of the pension funds…and into private investors who can handle the volitility…and the fall when they drop the pendulum.
Watch the video, you can see how they're grouping media and cabal tech into its own sector…looks like a Quarantine for infected stocks.