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.