GOLDMAN: “ .. $Microsoft (MSFT.US)$ , $Alphabet-A (GOOGL.US)...

GOLDMAN: “ .. $Microsoft(MSFT.US)$ , $Alphabet-A(GOOGL.US)$ , $Apple(AAPL.US)$ , $NVIDIA(NVDA.US)$ and $Tesla(TSLA.US)$ together account for more than one third of the S&P 500’s 26% YTD return. .. these stocks now make up 22% of the S&P 500 by market cap, a 4 pp increase from the start of the year.”