I understand the tobacco industry the most. Next would probably be the automotive industry, where I currently have only one representative. I also have quite a bit invested in the healthcare sector, although I don't move much in it. Then maybe 1 piece of each for diversification, my portfolio is constantly changing.

I'm trying to have some sort of reasonable distribution and last time I looked it was pretty much the same as the sp500, sorted by size: tech, telecom, health, finance, consumer goods, energy

So cloud and AI are probably obvious to everyone. But beyond that, it could easily be construction, looking at the various projects and proposals and some of the less developing countries, there's certainly potential for growth there.

For my part, looking at the S&P 500, I'm starting to think that technology is pulling first and foremost now and everything else is just "catching up" :)

However, all the big players are pretty overheated, so it's hard to get in anywhere... personally, I've started putting money in a savings account for the last few weeks and am waiting for an opportunity :)