2020 2nd Half Investing Themes:
Infrastructure bill $MLM $VMC
Biden win + Pro climate change $HASI 
Weight loss (social distancing lifted) $MED $PLNT $HAIN
New console cycle $MSFT $TTWO $ATVI $EA $SNE $GOOG
Crowdless NFL/NBA/CFB $T $DIS $VIAC

Add yours...