Theme
TrumpPolicy PreElection Long '24: Tariff Winners☆
9 tickers$1.06T market cap
10D rank10D#251of 1,239 themes/1,239#1of 7 in TrumpPolicy PreElection Long/7 TrumpPolicy PreElection Long

ARHS-6.23%11.1%

BDX+20.56%11.1%

BJ+5.03%11.1%

DECK-23.75%11.1%

KAI-8.48%11.1%

ORLY-18.07%11.1%

ROST+47.39%11.1%

WMT+2.59%11.1%

WRK0.00%11.1%
As of Oct 2, 2026, 9:55 PM ET
TrumpPolicy PreElection Long '24: Tariff Winners Constituents
Arhaus, Inc.ARHS | 11.1% | 3.75% | 10.23% | 21.47% | 3.75% | -8.65% | 24.12% | 16.10% | -6.23% | -3.30% | -17.21% | $1.45B |
Becton, Dickinson and CompanyBDX | 11.1% | -0.71% | -1.30% | -3.68% | 1.43% | 18.38% | 2.34% | 3.19% | 20.56% | -2.74% | 1.09% | $48.72B |
BJ's Wholesale Club Holdings, Inc.BJ | 11.1% | 0.62% | 5.10% | 3.08% | 1.32% | 6.20% | -3.22% | -16.84% | 5.03% | 10.90% | 78.19% | $12.13B |
Deckers Outdoor CorporationDECK | 11.1% | -0.57% | -0.85% | -5.50% | -0.53% | -23.65% | -32.51% | -32.91% | -23.75% | -49.54% | 29.89% | $10.77B |
Kadant Inc.KAI | 11.1% | 2.02% | 0.33% | -7.49% | 3.60% | -4.22% | -19.51% | -22.04% | -8.48% | -16.20% | 32.26% | $3.17B |
O'Reilly Automotive, Inc.ORLY | 11.1% | -0.16% | 0.21% | -1.12% | 1.14% | -5.71% | -8.39% | -8.96% | -18.07% | 10.81% | 110.69% | $70.36B |
Ross Stores, Inc.ROST | 11.1% | -2.38% | -1.00% | -0.29% | -1.67% | 27.78% | 11.93% | 73.89% | 47.39% | 56.07% | 113.61% | $73.31B |
Walmart Inc.WMT | 11.1% | 0.00% | -5.26% | -1.66% | 0.07% | -8.77% | -18.46% | 16.23% | 2.59% | 29.92% | 139.13% | $829.71B |
WestRock CompanyWRK | 11.1% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 9.21% | $13.30B |
| Theme return | — | 0.29% | 0.83% | -0.08% | 0.31% | 2.02% | -4.37% | 6.17% | 4.01% | 8.93% | 83.65% | — |
| Average | 11.1% | 0.29% | 0.83% | 0.53% | 1.01% | 0.15% | -4.86% | 3.18% | 2.12% | 3.99% | 55.21% | $118.10B |
| Median | 11.1% | 0.00% | 0.00% | -1.12% | 1.14% | -4.22% | -3.22% | 0.00% | 0.00% | 0.00% | 32.26% | $13.30B |
| Std Dev | 0.0% | 1.64% | 4.16% | 7.97% | 1.70% | 14.57% | 16.25% | 29.50% | 20.17% | 27.62% | 53.25% | $252.99B |
| Min | 11.1% | -2.38% | -5.26% | -7.49% | -1.67% | -23.65% | -32.51% | -32.91% | -23.75% | -49.54% | -17.21% | $1.45B |
| Max | 11.1% | 3.75% | 10.23% | 21.47% | 3.75% | 27.78% | 24.12% | 73.89% | 47.39% | 56.07% | 139.13% | $829.71B |
| % Positive Tickers | 33.33% | 44.44% | 22.22% | 66.67% | 33.33% | 33.33% | 44.44% | 44.44% | 44.44% | 88.89% |