These are some of the favorite stay-at-home plays with coronavirus cases on the rise

Cari Gundee rides her Peloton exercise bike at her home on April 06, 2020 in San Anselmo, California. More people are turning to Peloton due to shelter-in-place orders because of the coronavirus (COVID-19).
Ezra Shaw | Getty Images

(This story is for CNBC Pro subscribers only.)

Investors who thought the worst from the coronavirus pandemic was over might need to rethink their optimism — and their investing strategy.

A resurgence in Covid-19 cases across the U.S. and abroad is pressuring equities on Wednesday, leaving investors wondering if they should consider adding again some of the stay-at-home stocks that rallied earlier in the year.

CNBC Pro found the favorite stay-at-home plays where analysts still see big upside from here.