My portfolio: defensive and disruptive... if that makes sense?

My stocks are listed below. Let me explain my thesis. I feel delivery/ride sharing is the future. You'll notice I have a lot of Uber with some Lyft and Serve. I intend to reduce my sizing in Uber to get some Doordash at some point, so lets ignore that large allocation for right now. Beyond that, I'd like to discuss:

TDOC has a huge allocation. I'd like some thoughts on this. I think people love their therapy. Its trendy. Its cool. I really think this has the potential to pop off. But, of course, other perspectives are welcome. From there, almost everything else is a play on inflation/infrastructure spending/onshoring. Water companies, energy companies, utilities, internet access... they are all due to get grants from Biden's infrastructure spending bill (not a political statement on the spending bill, just an observation). Even if that money goes directly to building better infrastructure and none of it goes to the actual companies, they still pay dividends and have pricing power in the face of inflation (in other words: inflation will be passed onto the customer. The ultimate inflation hedges). There's also some railroad stocks. This is a play on manufacturing moving back to the US. Goods need to be transferred from point A to point B and railroads should expect a lot more volume. At least that makes sense to me lol. Finally, there are a few food/consumer goods companies (FPI, ADM, TSN, PG). People need to eat. I feel tariffs and/or inflation will affect our food supply and customers will have to pay whatever.

Anyway.. that's my reasoning for everything and I'd be interested in what insights everyone has (excluding what I do with Uber! I already explained that part. That's not changing).

My stocks:

Archer-Daniels (ADM) 1.69%

Farmland Partners (FPI) 1.13%

American Water Works (AWK) 2.55%

California Water Service (CWT) .78%

Essential Utilities (WTRG) .78%

Comcast (CMCSA) 1.35%

Verizon (VZ) 5.9%

Fidelity Utilities ETF (FUTY) 2.88%

Vanguard World Utilities ETF (VPU) 1.94%

Lyft (LYFT) 3.96%

Uber (UBER) 35%

Serve Robotics (SERV) 1.33%

Match Group (MTCH) 2.1%

Teladoc (TDOC) 9.47%

Union Pacific (UNP) 4.35%

Norfolk Southern (NSC) 7.4%

Tyson (TSN) 4%

Everything else is in cash/treasuries/CDS and my next few deposits will likely sit in these instruments, with the intent to deploy it if the market goes down.