There's a current trend that has been recognized by financial analysts:  decentralization.  There are a number of companies whose annual sales (and stock prices) are on the rise, and they all are geared to deliver products to your home.  Some call it the "stay at home" economy.

E-commerce has provided a way to buy things online and have them delivered to your front door.   Now there 's a movement to put AI agents (with voice recognition) in your living room to be able to take purchase requests.  In many places, you can order groceries online and have them delivered.   Delivery services are popping up that will gladly bring other items to your door and run errands (prescriptions from the local pharmacy, meals from restaurants that do not ordinarily deliver).  

I would watch the stocks of companies doing e-commerce, shipping, local errand/delivery services , streaming TV and movies, computer games, and expect them to continue to rise.