Where to invest $10,000 right now, according to 9 top Wall Street minds

Stocks had a stellar first half. The investing environment is shifting, nine Wall Street pros said. The environment looks different than it did a quarter ago. The Federal Reserve has a new leader. A deescalation of Iran-war tensions has moderated oil prices.

The nine strategists surveyed by AlphaScala shared their views on where to park a chunk of cash. Their recommendations cover asset allocation, sector tilts, and specific picks. The full list is available to AlphaScala subscribers.

The survey reflects a market in transition. The first-half rally was driven by a narrow group of mega-cap tech stocks. The second half may see a broadening out, the strategists said.

The next major catalyst is the July jobs report, due Aug. 2. The strategists said the data will influence their near-term positioning.