The waning pandemic is driving a recovery in leisure and travel, along with a rotation of investor interest away from shares in stay-at-home sector companies that saw a lockdown-driven boom. The so-called pandemic stock portfolio is seeing some churn, with investors pivoting away from companies like food-delivery firm Doordash, entertainment giant Netflix, video conferencing service…

The waning pandemic is driving a recovery in leisure and travel, along with a rotation of investor interest away from shares in stay-at-home sector companies that saw a lockdown-driven boom. The so-called pandemic stock portfolio is seeing some churn, with investors pivoting away from companies such as food-delivery firm Doordash, entertainment giant Netflix, video conferencing…