AAPL - Video games wearable tech remain top themes at Citi

Video gaming and wearable tech, along with services offshoring, remain at the top of Citi's investing theme list for February.In Citi's Global Theme Machine, the quant team takes analyst research and then uses "style factors to help rank themes relative to each other based on: valuation; growth; price momentum; quality; risk; and earnings momentum."The top quintile of the Theme Machine has outperformed the MSCI World Index (URTH) for six-straight months.China tourism, experiential commerce and biofuels were the least-attractive themes.You can screen different sectors for top stocks ranked by Seeking Alpha's Quant Ratings.Apple (AAPL) dominated wearables shipments in Q4, according to data out this week. Watch shipments were up 46%. Hearables were up 22%, a deceleration from the 28% and 29% gains in the prior two quarters.Q4 growth was driven by new devices and lower prices around the holiday period. The full-year growth came as consumers in lockdown switched spending habits from

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Video games, wearable tech remain top themes at Citi