Shelton Capital Management's Bruce Kahn says the "attention around Big Tech is played out." He says the broader market will reclaim its position in the spotlight. As for his top picks in the market, he points to HA Sustainable Infrastructure Capital (HASI) as an important indicator to future A.I. growth. Bruce believes Johnson Controls (JCI) can become a future Industrials leader, as will ON Holding (ONON) on the athleisure front.