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%. 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. Our theme includes Tobacco giant Altria Group, (MO) which is up 21% this year, food, and beverage major PepsiCo (PEP) which is roughly flat, and consumer products player Procter & Gamble (PG), which is down about 1%.