Supply chain, cybersecurity and e-commerce stocks should shine through 2022, top money manager predicts

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"They do all sorts of things in the industrial internet of things," he said. "That's going to be extremely important for companies throughout the world.""This is a stock that's pretty far off its all-time highs here," he said.

"It's probably one of the biggest threats not only to national defense, but corporate America," said Mills. "There's definitely runway there for further growth.". It's seeing a rocky month, down 15%. However, it's up 13% so far this year.

 

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