Contributor Since 2009
The Industrial manufacturing in the USA is growing, growing and growing.
While the Cloud Computing is growing, growing & growing worldwide.
I will instead of giving you articles to support these themes, just give you stocks from these two themes for you to watch and see their performance for yourself.
Industrial : KRA, ETN, CMI, DOW, CAT,
Cloud Computing : VMW, CTXS, FFIV, CRM, MGIC,