The industry most favored by these stock-market experts might surprise you

I bet you can’t guess which industry is currently most favored by investment newsletters.

I’ll give you a clue: It’s not technology, which by far is the best-performing S&P 500 SPX industry for year-to-date performance. The S&P 500 Semiconductors & Semiconductor Equipment Industry Group Index XX:SP500.4530, for example, is sitting on a blistering seven-week gain of 21.1%.

Instead,…