Energy sector is a beneficiary of the recovery from covid-19. Oil prices have quietly recovered to USD$60 And many oil majors are deep value plays that have outperformed technology sector recently.
In addition, renewable energy or clean energy can be seen as long term high growth sector.
Renewableenergy includes: wind, battery, solar, hydro and geothermal.
Betting on which cleanenergy would emerge dominant is hard and hence, funds that are focused on this sector may be an easier choice.