- Biogen Inc. (BIIB)
- NVIDIA Corporation (NVDA)
- Raytheon Technologies (UTX)
- Hexcel Corporation (HXL)
- Spotify Technology S.A. (SPOT)
Q: Just finished portfolio analytics. Very underweight healthcare with only BIIB in my US holdings. Also learned the following make up less than 1% positions. Which would you add to and which could be let go. Have significant tech exposure. Can you suggest another US helathcare company or should I just add to BIIB to a reasonable weight.