Ending 1: A Divided Congress
Primarily benefiting from reduced policy risks and the continuation of existing spending, this is a positive development.
energy
ExxonMobil
$ CVX Chevron
VLO Valero Energy
$ PSX Phillips 66
Material
Sherwin-Williams (SHW)
$ PRM Perimeter Solutions
industry
$ MOG.A Moog-A
$ CSL Carrefour Components
$ ORN Orion Group
$ RRX Regal Rexnord
$ ALNT Alliance
$ ESE ESE Technology
$ SSNC SS&C Technologies
Non-essential consumer sector
GM (General Motors)
Ford Motor Company
MGM
$ AMZN Amazon
Home Depot (HD)
Lowe's
healthcare
$ HIMS Hims & Hers Health
$ VEEV Veeva Systems
$ DOCS Doximity
GILD (Gilead Sciences)
$ORIC Oric Pharmaceuticals
$ OLMA Olma Pharmaceuticals
$LLY Eli Lilly
finance
$AXP American Express
science and technology
$ CRWV CoreWeave
$ORCL Oracle
$ NBIS NEBIUS
TYL Taylor Technology
public utilities
$ ETR Antger
CGNX Cognex
$AVGO Broadcom
$ADI Analog Devices
Communication services
$ SPCX SpaceX
$ GOOGL Google-A
$ META Meta Platforms
Scenario Two: The Democratic Party controls both the House and Senate.
Improvements are expected in healthcare, environmental investment, and support for clean energy, which will be beneficial.
energy
$ BKR Baker Hughes
Material
Dow Chemicals
$LYB LyondellBasell
industry
VMI Vermont Workwear
$ NWPX NWPX Infrastructure
CECO Environmental Protection
$ ROL Rollins
Communication services
$CARG CarGurus
Non-essential consumption
$ DKNG DraftKings
Wynn Resorts
$ FLUT Flutter Entertainment
$ CVNA Carvana
$ KMX CarMeishi
science and technology
$ CRM Salesforce
$ NOW ServiceNow
TYL Taylor Technology
public utilities
NEE New Era Energy
XEL Exilon Energy
healthcare
HCA HCA Medical
CNC Concord
$ THC Tenet
$ UHS Universal Health Services
$MOH Molina Healthcare
$ AVAH Aveanna Healthcare
$ ARDT Ardent Health
finance
$ RELY Remity Global
$ FLYW Flywire
$ WU Western Union
Outcome 3: Republicans retain control of Congress
Policy continuation, deregulation, and accelerated licensing support the expansion of AI and infrastructure, which is beneficial.
energy
$ SLB Schlumberger
$ BKR Baker Hughes
$ LBRT Liberty Energy
$ PUMP ProPetro Holding
$DVN Devon Energy
$ EQT EQT Energy
$ EXE Expand Energy
$ PR Permian Resources
$ MTDR Matador Resources
Material
$ CRH CRH cement
VMC Vulcan Materials
MLM Martin-Marietta Materials
public utilities
$SO Southern Company
$ ETR Antger
$ DTE DTE能源
CMS Energy
Communication services
$ SPCX SpaceX
$ GOOGL Google-A
$ META Meta Platforms
real estate
$ CSGP Costa
$ CDP COPT Defense Properties
industry
LMT Lockheed Martin
NOC Northrop Grumman
$ LHX L3Harris Technologies
$ BWXT BWX Technologies
$ CDRE Cadre Holdings
PWR Kangsu Service
$ MTZ MasTec
$AGX Argan
$ GE GE Vernova
$ BE Bloom Energy
$ INIO INNIO N.V
$ GNRC Generac
$ POWL Powell Industries
$ EROC ERock
$ TKR Timken
$ NPO Enpro
UNP United Pacific
$ CSX CSX Transportation
NSC Norfolk South
Non-essential consumer sector
BWA (BorgWarner)
$ GTX Garrett Motion
Tesla (TSLA)
$ KTB Office Brands
Marriott Hotel, MAR
Hyatt Hotels
$ AMZN Amazon
$ TJX TJX Company
ROST Department Store
$ BOOT Boot Barn Holdings
finance
$ BAC Bank of America
Citigroup
$ PNFP Pinnacle Financial Partners
WFC Wells Fargo
$ WAL Allegan Western Bank
healthcare
UNH UnitedHealth
$ CVS Westlife Health
$ HUM Hamena
$ HQY HealthEquity
$ HIMS Hims & Hers Health
$ ALHC Alignment Healthcare
$ VEEV Veeva Systems
$ DOCS Doximity
science and technology
$ IBM IBM Corp
$ CRWV CoreWeave
$ OKTA Okta
$ORCL Oracle
$PANW Palo Alto Networks
$ CRWD CrowdStrike
$ NBIS NEBIUS
$ ZS Zscaler
$ IOT Samsara
$ MIR Million
$ BELFB Bel Fuse-B
Consumer staples sector
$DG American Darlex Company
DLTR Dollar Tree Company