Healthcare stocks are red-hot. Here are 3 picks from a fund manager up 41% this year.

Core Insights - The healthcare sector has outperformed all other sectors, including technology, since the beginning of September, with the State Street Health Care Select Sector SPDR ETF (XLV) rising by 13% during this period [2][5] - The Tema Oncology ETF (CANC) has experienced a significant increase of 28% since September and is up 41% year-to-date [2][5] Company Highlights - Revolution Medicines (RVMD) is the top holding in the Tema Oncology ETF, with a remarkable gain of 127% since August 11, attributed to its strong management and potential breakthrough in pancreatic cancer therapy [3][4] - Roche Holdings (RHHBY) is noted for its portfolio of cancer immunology drugs, trading at an attractive PE ratio of 15, and has a significant pipeline that could enhance its valuation, especially following a positive readout in a breast cancer trial [4][6] - Guardant Health (GH) specializes in diagnostics, particularly a liquid biopsy test for early cancer detection, which is particularly relevant for colorectal cancer, the fastest-growing cancer among young people in the US [6][7]