Picks in our theme include oil and gas bellwether Exxon Mobil (XOM), which has gained a whopping 43% this year, and Chevron (CVX), which is up by about 23%. Oil and gas major Exxon Mobil (XOM) has been the strongest performer in our theme, rising by about 56% year-to-date. The theme is predominantly comprised of stocks from the banking, insurance, consumer staples, and energy sector, which stand to benefit from higher inflation in the longer run.