TOP Thematic Plays (11/21)

November

Few of my FAV 🥰 thematic stocks going into the holiday season. May update the list monthly or quarterly as I go along. Usually I will cut the stock if it falls more than 30% from peaks (unless conviction play like TSLA):

$ENPH 232 (originally given at 218): this is a renewable energy play given renewed strength in solar 🌞 industry.