These 'Goldilocks' tech stocks are defensive plays during coronavirus, but could thrive after too

A trader working after the Nasdaq opening bell ceremony on April 18, 2019 in New York City.
Kena Betancur | Getty Images

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The tech-heavy Nasdaq Composite has outperformed in 2020 as tech stocks have proven resilient during the pandemic, but investors could have beaten the index and popular sector ETFs by focusing on smaller slices of the industry, according to research from PivotalPath.

The firm, which works with investors and money managers to provide information about hedge funds, put together baskets for its clients to see what areas were driving the outperformance in tech.