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Supply chain, cybersecurity and e-commerce stocks should shine through 2022, top money manager predicts
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cnbc.comBryn Mawr Trust's Jeff Mills is recommending stocks involved in supply chains, cybersecurity and e-commerce because they have «staying power.»
He credits the groups' capacity to insulate investors from the tug-of-war between growth and cyclical stocks.
Mills' first pick focuses on companies helping supply chains.
«You're starting to hear a narrative of things improving there, but it's not going to fall out of the purview of a lot of companies who try to figure out how do we make things more efficient,» the firm's chief investment officer told CNBC's "Trading Nation" on Monday.
Mills favors PTC Inc. in the space, which focuses on productivity, maximizing revenues and reducing costs.
«They do all sorts of things in the industrial internet of
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