Tom Lee thinks this underperforming group of stocks will break out in 2022

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Jesse Pound@/in/jesse-pound@jesserpound
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A truck driver passes stacked cargo containers at the Port of Baltimore in Baltimore, Maryland, on October 14, 2021.
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A group of stocks key to the economic recovery could have a big year in 2022 as the global supply chain normalizes, according to Fundstrat's Tom Lee.