The waning pandemic is driving a recovery in leisure and travel, along with a rotation of investor interest away from shares in stay-at-home sector companies that saw a lockdown-driven boom. The so-called pandemic stock portfolio is seeing some churn, with investors pivoting away from companies such as food-delivery firm Doordash, entertainment giant Netflix, video conferencing service Zoom, and home fitness company Peleton. On Nov. 5, shares of Peleton fell 35 percent, and Zoom stock dipped 6 percent, while Netflix fell 6.5 percent over the week. Peleton CEO John Foley said on a third-quarter earnings call that, “with respect to engagement, we always expected the engagement to come down slightly coming out of COVID.” “I mean it’s just the idea that gyms are available, people can get out of their house now. They’re not locked down. So we knew that we weren’t going to see those crazy elevated COVID engagement numbers forever,” Foley …