Core Viewpoint - The current market favors large-cap stocks due to their ability to generate substantial earnings, which are considered rare in the present environment [1] Group 1 - Large-cap stocks are more likely to be integrated into global supply chains compared to smaller companies [1] - The ability to deliver strong earnings is increasingly scarce, making companies with significant performance growth highly valuable [1] - The emphasis on substantial earnings growth highlights the competitive advantage of larger firms in the current market landscape [1]