As the Federal Government moves to close tax loopholes for big corporations, it seems reasonable that people will move from larger companies to smaller ones for investment purposes. After all, most small companies can't afford to lobby for the oddities in the tax code that help GE play the tax game and are likely not going to be hurt as much. The bigger companies may well have a touch of earnings pressure come about in the short term, until they can pass along the additional costs to the consumer.
Just a thought that I found interesting and thought I would share.
Disclosure/Disclaimer: I invest almost exclusively in really small companies- the largest by market cap is SuperValu and it is the largest by manymanymany multiples. This is not advice of any kind. Always do a ton of your own research before contemplating doing anything that I say, do, write, or so much as think about.