At the end of 2020 it was pretty clear that shipping (as in ocean-going ships) was finally going to have its day. Normally, I stay far away, as it's a weird industry with crummy economics and lots of shady financial antics, but I jumped in via $DAC, $NMM, $SBLK, and a couple of players in Thailand. These trades formed a significant portion of my short-term gains for the year. I've since switched to an adjacent, longer term hold, in $TRTN (shipping container lessor), which is my current second largest single stock holding.