During the August 6 episode of CNBC's Mad Money, Jim Cramer pointed to a growing sector rotation as portfolio managers look for innovation outside the mega-cap technology space. He said:Finally, tech had such a run that portfolio managers want exposure to other sectors of the market that still have innovation. Think of them as non- tech tech stocks. And we talked about these… I talked about them at length with Jeff Marks today at our 10:20 call. Cramer's thesis highlights how mega-cap healthcare operators provide defensive shelter with strong dividend profiles and maintain high-growth product pipelines.