I think a really interesting spot to look for opportunities could be the LatAm theme. it's been lagging for a while and there were some pretty decent opportunities elsewhere, but now it could be setting up.
These are the stocks in the theme:
https://preview.redd.it/k98y1oy347ch1.png?width=2076&format=png&auto=webp&s=70cd7285c0adeed755b47b085fecef2264659863
[https://grouplens.ai/s/latin-american-0tz2oruo45](https://grouplens.ai/s/latin-american-0tz2oruo45)
What themes are you currently watching?