I want yo rebalance my portfolio based on new market trends - DATA/PRIVACY-SENSITIVE TECH, RENEWABLE ENERGY + BIOTECH - advice?

I've been reading that renewable energy is thriving thanks to regulatory incentives and battery storage breakthroughs, while big tech faces heightened regulatory risks, particularly around data privacy and antitrust issues. Combined with Doug Kass's prediction of SPY hitting 5500 before a 10-15% downturn, I'm considering these portfolio adjustments:

I'm thinking of selling my META and GOOGL positions since they appear to be the biggest regulatory targets, along with divesting completely from traditional energy through my DVN holdings. My speculative crypto-adjacent plays like QBTS and OKLO might also be on the chopping block.

On the buy side, I'm contemplating TAN and ICLN ETFs to gain exposure to solar and clean energy trends. I'm also looking at strengthening my defensive positioning with XLV for healthcare sector exposure while adding some growth potential through CRSP for CRISPR therapeutics innovation. For geographical diversification, EMQQ seems appealing to capture emerging market opportunities in Southeast Asia and Africa.

Thoughts on this strategy given the current market environment?