Healthcare is regaining momentum as innovation—especially AI‑driven drug discovery—creates new growth opportunities, according to Shivani Vohra. She points to obesity treatments from Eli Lilly (LLY) and Novo Nordisk (NVO), advances in diagnostics from Natera (NTRA), and continued strength in med tech leaders like Intuitive Surgical (ISRG) and Edwards Lifesciences (EW) as key areas of expansion.