Technology stocks helped investors survive the market plunge, and techs are likely to continue to help, according to Holland & Co.'s Mike Holland, but more is needed.
"The thing can't keep going without the financials," he told CNBC.
How about manufacturing?
"If manufacturing became more important around the world, Asia would do very well. Manufacturing can't do well in the U.S., given the way we're set up now."
But more manufacturing in Asia would mean more business for U.S. financials, Holland said.
"The healthy financials — if that's not an oxymoron — are the place you want to be," he said.
"Things like Berkshire Hathaway and JPMorgan (Chase)."
(Watch video for full Holland interview.)
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Disclosure information for Mike Holland was not immediately available.