Several thematic ETFs appear to be in the sweet spot for the present and likely future economy including BUG, BOTZ, PAVE, SNSR, SILJ and what I call my 'theory of everything' ETF, SOXL; DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES.
Because semiconductor tech underlies, literally, every current and future technological development. Doing well during the backlog, should explode as that situation resolves itself.