Kevin Caron, Washington Crossing Advisors senior portfolio manager, joins 'Power Lunch' to discuss Caron's thesis for which stocks will outperform and which companies fit the theme. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi  » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis.