Investors and Wall Street analysts may want to take a closer look at stocks that could be winners under a President Kamala Harris after Tuesday night's debate .
National polls showed a tight race heading into the debate, but some now believe Harris could get a bump from her performance.
"We expect a near-term bounce towards Vice President Harris following the first debate with former President Trump, but the longer-term impact remains unclear," Raymond James Washington analyst Ed Mills said in a note to clients late Tuesday night.
Wolfe Research has a similar list of stocks in an anti-Trump trade basket, including health care stocks like Centene and HCA .
Of course, it could be difficult for new Democratic policies to become law even with a Harris win in November, depending on how Congressional races shake out.
Persons:
Kamala Harris, Donald Trump, Harris, Trump, Raymond James Washington, Ed Mills, Isaac Boltansky, Daniel Clifton, Strategas, Wolfe, — CNBC's Michael Bloom
Organizations:
Wall Street, Democrat, Walmart, Raytheon Technologies, Wolfe Research, Trump, UBS, Republicans, Democrats, Eaton Corp, Waste Management
Locations:
Democratic, Ukraine, Russia