The large caps that long led the market are fading into the background.Pete Starman/Getty Images Mega caps have dominated most of the last 18 months, but the party may be ending. Companies with growth at a reasonable price are most attractive, according to BMO Capital Markets. Here are 13 top stocks that are cheap and have above-average earnings growth. Investors may have their portfolios on autopilot during another outstanding year for US stocks, but a veteran strategy chief says it's time to change course — even if there's no imminent crash.For most of the past two years, there was little debate over the place to be in markets.