Even though the S&P 500 has risen under Trump and Biden, the candidates' policy differences will likely have a significant impact on which stocks outperform, according to Goldman Sachs.
34 US-focused stocks to ownTrump's so-called "America First" agenda appears to be a tailwind for companies that generate most or all of their sales in the US, according to Goldman Sachs.
Kostin and his colleagues recently highlighted their domestic sales basket, which comprises 50 stocks in the S&P 500 with that description.
Within that group, there are 34 companies that Goldman Sachs said generated 0% of their revenue from outside the US in the last year.
Below are 34 stocks that are set to outperform if Trump wins and implements tariffs, along with each stock's ticker, market capitalization, sector, and revenue from the previous 12 months.
Persons:
—, Joe Biden, Donald Trump, Goldman Sachs, David Kostin, Trump, Kostin, it's
Organizations:
Service, Republicans, Democratic, Business, White, Biden, Trump, Goldman
Locations:
China