5G as an investing theme has been a winning strategy this year. The Defiance Next Gen Connectivity ETF (NYSEMKT: FIVG) -- which contains everything from semiconductor stocks to network equipment manufacturers to 5G service providers themselves -- is up 20% in 2020 compared to a 10% return for the S&P 500 .
But within the large 5G universe, some specific names are leading the charge and could have many years of gains ahead of them. Three that our Fool.com contributors are buying now (or have recently bought) are NVIDIA (NASDAQ: NVDA) , Nokia (NYSE: NOK) , and Brookfield Infrastructure Partners (NYSE: BIP) / Brookfield Infrastructure Corporation (NYSE: BIPC) .
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For further details see:
3 5G Stocks We Are Buying Now