Most stock risk is tied up with the large capex spenders, says KAR's Julie Biel

looking for opportunities in small caps. Joining me now is Julie Beal, chief market strategist at Kayne Anderson Rudnick. Julie, it's great to have you on. And it's interesting to hear that.Are you looking at names that could potentially benefit from all that CapEx spending by those four heavy hitters that we just laid out. >> I think that's the place where I would say there's the most risk. We've seen a lot of companies rallying on the idea that the picks and shovels of this CapEx are going to be big benef ...