The 5 largest names in the S&amp;P 500 – $MSFT, $AAPL, $AMZN, $GOOG &amp; $FB – are notionally “Big Tech” but they sit in 3 different sectors &amp; meaningfully skew returns as well as investor perceptions of “what’s working”. Read why here: https://t.co/JZFUiWxClh $SPY $IVV $XLK $XLC $XLY https://t.co/Ire8ugBnT2