I find the old lists, as in the top performers of the previous year, therefore they ought to be the top performers of the present year, is a really absurd way to go, although BusinessWeek and Fortune sells magazines doing that and keeping their "lists".
I think gold mining stocks will be big because of the world's economic and political uncertainties. I think that new technologies (IBM, Toshiba, and Sony are working on new multiprocessors, playstation 3 is a trial balloon) are going to shake things up (nanotech is dribbling in some amazing fabrics, paints, and medical tests and drugs).
Oil stocks might be big again, but the new Congress might punish them for their profitability. Alternative energy sources, therefore, while a smaller piece of the pie will be a growing piece of the pie. Agriculture will be big in part because the world needs food and fabrics but in part because agriculture produces a hope of renewable energy stocks.