$REALESTATE - Out-of-state and international investors are actively buying San Francisco real estate, betting on the city's recovery driven by the AI ecosystem around companies like OpenAI and Anthropic
$HC - Healthcare sector is experiencing significant growth in San Francisco alongside AI, contributing to broad-based economic recovery
$AI - AI companies are driving San Francisco's economic recovery with a growing ecosystem developing around major players like OpenAI, Anthropic, and Databricks
Bearish:
$UTILITIES - Utility costs have surged 40% over two years, creating significant pressure on businesses like restaurants in San Francisco
$CONSTRUCT - Residential construction faces structural headwinds from high labor and material costs beyond just zoning challenges