After this kind of jobs miss, tech leads the market

It wasn't a really ugly jobs number, but the 151,000 jobs added in August was not the level of job growth expected by economists (180,000) or the number the market was looking for (200,00 or more) to raise the likelihood that the Fed would hike rates in September.

The jobs report miss led stocks higher on Friday, and based on recent history of jobs report misses of between 29,000 and 60,000, stock strength could continue through the month of September, with Nasdaq stocks leading the way.

A look at the Nasdaq-100 stock leaders, though, shows that it's not the classic tech names at the top.