Metals is one sector that is bound to perform well, per my analysis - this includes both the precious metals as well as base metals. I expect a huge CAPEX squeeze coming in anytime soon, and when it does come I expect metals to hit record highs. My thesis has multiple other reasons too. This kind of a sectoral view would however need atleast a 24-30 month gestation period. Based on that, my watch list would include JSW Steel, Godavari Power, JSPL, SAIL etc. NMDC, Sandur would be other stocks I will watch with intent. Probably Hindalco too, given their position in Aluminium production.
I am also a fan of the cyclicals such as the fertilizers play. As such, any play surrounding Phosphorus and Nitrates based fertilizer stocks are a big yes. So Deepak Nitrite and UPL would be on top of my list followed by Coromandel and Chambal Fertilizers.
I have also been a long time fan of both IEX and MCX and I expect them to outperform for the simple fact that there exists no competition in their segment. Given that reason alone, I will focus on these two as well.
Not sure if these above sectors already exist under the thematic portfolio you are offering. If it is already present, please excuse my ignorance and naivete.