Q2 Holdings: Buy The Dip As Backlog Grows And Margins Expand

Core Insights - The significant stock market rally this year has been primarily driven by large-cap technology stocks, particularly those in the S&P 500, such as Microsoft Corporation [1] Group 1 - The top end of the S&P 500 has been the main contributor to market gains, highlighting a concentration of performance among a few large technology companies [1]