ARHS-16.05%11.1%
BDX+9.28%11.1%
BJ-19.75%11.1%
DECK-0.66%11.1%
KAI-14.47%11.1%
ORLY-7.86%11.1%
ROST+68.58%11.1%
WMT+18.29%11.1%
WRK0.00%11.1%
As of Jul 10, 2026, 7:14 AM ET
TrumpPolicy PreElection Long '24: Tariff Winners Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Walmart Inc.WMT | 11.1% | -0.06% | -0.79% | -2.09% | 3.12% | -1.88% | -12.30% | 25.01% | 18.29% | $892.98B |
Ross Stores, Inc.ROST | 11.1% | -0.16% | 1.32% | 5.64% | 4.11% | 22.46% | 7.27% | 66.65% | 68.58% | $70.76B |
O'Reilly Automotive, Inc.ORLY | 11.1% | -2.16% | 0.16% | -5.59% | -8.17% | -6.68% | -9.33% | -9.90% | -7.86% | $70.54B |
Becton, Dickinson and CompanyBDX | 11.1% | -1.76% | 0.19% | -2.80% | -1.34% | -1.13% | -14.52% | -13.81% | 9.28% | $54.65B |
Deckers Outdoor CorporationDECK | 11.1% | 0.32% | 2.00% | 2.94% | 3.92% | 0.57% | -11.09% | -11.63% | -0.66% | $14.48B |
WestRock CompanyWRK | 11.1% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | $13.30B |
BJ's Wholesale Club Holdings, Inc.BJ | 11.1% | 1.24% | -1.25% | -4.15% | -1.07% | -4.89% | -13.32% | -25.52% | -19.75% | $10.93B |
Kadant Inc.KAI | 11.1% | 0.00% | -1.21% | -7.57% | -5.52% | 1.75% | -14.49% | -17.18% | -14.47% | $3.42B |
Arhaus, Inc.ARHS | 11.1% | -2.85% | 2.33% | -6.18% | -8.03% | -29.53% | -4.24% | -10.43% | -16.05% | $1.12B |
| Theme return | — | -0.60% | 0.31% | -2.20% | -2.05% | -1.09% | -7.28% | 2.94% | 5.43% | — |
| Average | 11.1% | -0.60% | 0.31% | -2.20% | -1.44% | -2.15% | -8.00% | 0.35% | 4.15% | $125.80B |
| Median | 11.1% | -0.06% | 0.16% | -2.80% | -1.07% | -1.13% | -11.09% | -10.43% | -0.66% | $14.48B |
| Std Dev | 0.0% | 1.26% | 1.25% | 4.12% | 4.57% | 12.52% | 7.10% | 26.97% | 25.58% | $272.53B |
| Min | 11.1% | -2.85% | -1.25% | -7.57% | -8.17% | -29.53% | -14.52% | -25.52% | -19.75% | $1.12B |
| Max | 11.1% | 1.24% | 2.33% | 5.64% | 4.11% | 22.46% | 7.27% | 66.65% | 68.58% | $892.98B |
| % Positive Tickers | 22.22% | 55.56% | 22.22% | 33.33% | 33.33% | 11.11% | 22.22% | 33.33% |
About this theme
TrumpPolicy PreElection Long '24: Tariff Winners tracks 9 publicly listed stocks in this theme: ARHS, BDX, BJ, DECK, KAI, ORLY, ROST, WMT, WRK. See the constituent table for details.