Mega cap tech is under-owned in the market, says Morgan Stanley's Erik Woodring

Eastern and streaming on CNBC plus. >> Welcome back to The Exchange. Morgan Stanley out with a new note this morning saying that Megacap tech stocks are the most under owned, at least amongst actively managed funds and more than 16 years.The gap between portfolio and S&P weightings widening significantly in the second quarter. Firm argues this could actually be a good thing for the sector. Joining me now to discuss one of the analysts behind the note, Eric Woodring.Eric, you know, I know you don't cover all ...