ATT, the communications giant, and a one-time monopolist in the telecom space is one of the few "stay at home stocks" that lagged behind the other COVID companies. These are companies that the lock-down benefits or at least does not harm. The theme like telecoms (e.g., Verizon & T-Mobile), technology (e.g., Apple & Microsoft), work from home (e.g., Zoom). Healthcare is part of this theme as well, with companies like Novavax seeing their stock rise in the hope of a vaccine.
