Ticker: OKE Sector: Energy Year-to-date return: 26% Market cap: $27 billion Passive fund overweight versus Russell 3000: 3 bp Source: Goldman SachsTicker: NEM Sector: Materials Year-to-date return: -20% Market cap: $16 billion Passive fund overweight versus Russell 3000: 3 bp Source: Goldman SachsTicker: BF.B Sector: Consumer staples Year-to-date return: -5% Market cap: $24 billion Passive fund overweight versus Russell 3000: 3 bp Source: Goldman SachsTicker: DISH Sector: Consumer staples Year-to-date return: -27% Market cap: $16 billion Passive fund overweight versus Russell 3000: 3 bp Source: Goldman SachsTicker: GOOGL Sector: Information Technology Year-to-date return: 13% Market cap: $828 billion Passive fund overweight versus Russell 3000: 3 bp Source: Goldman SachsTicker: PSA Sector: Real Estate Year-to-date return: 3% Market cap: $36 billion Passive fund overweight versus Russell 3000: 5 bp Source: Goldman SachsTicker: VMW Sector: Information Technology Year-to-date return: 23% Market cap: $63 billion Passive fund overweight versus Russell 3000: 5 bp Source: Goldman SachsTicker: EL Sector: Consumer staples Year-to-date return: 9% Market cap: $51 billion Passive fund overweight versus Russell 3000: 5 bp Source: Goldman SachsTicker: SPG Sector: Real Estate Year-to-date return: 11% Market cap: $57 billion Passive fund overweight versus Russell 3000: 6 bp Source: Goldman SachsTicker: NKE Sector: Consumer discretionary Year-to-date return: 33% Market cap: $133 billion Passive fund overweight versus Russell 3000: 6 bp Source: Goldman SachsTicker: DISCA Sector: Consumer discretionary Year-to-date return: 27% Market cap: $15 billion Passive fund overweight versus Russell 3000: 6 bp Source: Goldman SachsTicker: V Sector: Information technology Year-to-date return: 28% Market cap: $324 billion Passive fund overweight versus Russell 3000: 7 bp Source: Goldman SachsTicker: FB Sector: Information technology Year-to-date return: -6% Market cap: $480 billion Passive fund overweight versus Russell 3000: 9 bp Source: Goldman SachsTicker: DVMT Sector: Information technology Year-to-date return: 19% Market cap: $74 billion Passive fund overweight versus Russell 3000: 13 bp Source: Goldman SachsTicker: BRK.B Sector: Financials Year-to-date return: 9% Market cap: $531 billion Passive fund overweight versus Russell 3000: 58 bp Source: Goldman SachsGOLDMAN SACHS: Businesses around the world are undergoing a $127 trillion payments revolution, and these 11 tech stocks will profit the most »