Here's how the tech sector is expected to perform in 2021

Greg Branch, managing partner at Veritas Financial Group, and Larry Adam, CIO at Raymond James, join "Power Lunch" to discuss the rotation in the market on positive vaccine news. 2021 is likely to look a lot like 2010 to 2012 looked, where we saw cyclicals, value grow faster off of a bottom than tech, says Branch. And sure enough, consensus next year is for tech to grow 15 percent, while it expects the broader S&P minus tech to grow at 35 percent, he adds.