ELAN - BofA picks stocks that could benefit from 10 scarcity themes

Bank of America screened for stocks that could benefit from 10 scarcity themes, ranging from freshwater to increasing healthcare demands from an aging population. All the stocks have Buy ratings from their respective analysts. "We believe the current global resource supply vs. demand imbalance is underpinned by structural scarcity and will only get worse," BofA Research wrote in a note to clients last week. "We believe that 'scarcity tech,' the circular economy and natural capital are some of the solutions at their tipping points that can help solve the problem." Starting with picks for time: Apple (NASDAQ:AAPL). Its devices and services continue to be a primary solution for entertainment and productivity tasks. BofA expects this trend to grow as more products/services launch. Microsoft (NASDAQ:MSFT). 8-10% of its revenues come from video gaming directly, with Xbox being one of the largest brands. Strong secular tailwinds for the gaming space. The potential

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BofA picks stocks that could benefit from 10 scarcity themes