I'm not an investor or researcher, but this triggers my spidey sense... it seems to imply they aren't measuring what they think they are.
Going heavy on tech can be rewarding, but you are taking on more risk of losing big in a tech crash. We all know that, and if you don't have that money to play riskier moves, its not really a move you can take.
Long term it is less of a win if a tech bubble builds and pops before you can exit (and you can't out it out to re-inflate).