ARHS-24.38%11.1%
BDX+23.65%11.1%
BJ-0.71%11.1%
DECK-15.97%11.1%
KAI-8.06%11.1%
ORLY-12.90%11.1%
ROST+62.34%11.1%
WMT+7.09%11.1%
WRK0.00%11.1%
As of Aug 24, 2026, 4:53 AM ET
TrumpPolicy PreElection Long '24: Tariff Winners Constituents
Arhaus, Inc.ARHS | 11.1% | -2.75% | -4.62% | 18.65% | 26.65% | -16.28% | 13.76% | 6.41% | -26.16% | -24.12% | -24.38% | $1.33B |
Becton, Dickinson and CompanyBDX | 11.1% | 2.33% | 5.84% | 22.79% | 15.93% | 25.84% | 8.79% | 9.70% | 6.49% | 7.86% | 23.65% | $52.90B |
BJ's Wholesale Club Holdings, Inc.BJ | 11.1% | 5.61% | 2.62% | 3.74% | -1.39% | 7.10% | -2.40% | -16.13% | 16.49% | 75.63% | -0.71% | $12.31B |
Deckers Outdoor CorporationDECK | 11.1% | 3.17% | -2.30% | -4.54% | -5.37% | -11.57% | -21.82% | -22.29% | -43.56% | 26.89% | -15.97% | $12.73B |
Kadant Inc.KAI | 11.1% | -0.21% | -7.37% | 0.34% | 1.92% | 9.96% | -7.60% | -10.50% | -1.95% | 58.35% | -8.06% | $3.70B |
O'Reilly Automotive, Inc.ORLY | 11.1% | 0.03% | -3.74% | 1.96% | -0.27% | -2.30% | -5.08% | -5.67% | 19.71% | 121.81% | -12.90% | $73.85B |
Ross Stores, Inc.ROST | 11.1% | 4.39% | -5.07% | 0.06% | -4.79% | 32.70% | 16.24% | 80.58% | 54.75% | 99.93% | 62.34% | $76.68B |
Walmart Inc.WMT | 11.1% | 0.10% | -8.44% | -5.27% | -6.74% | -9.32% | -18.95% | 15.53% | 37.29% | 116.66% | 7.09% | $825.25B |
WestRock CompanyWRK | 11.1% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 12.10% | 0.00% | $13.30B |
| Theme return | — | 1.41% | -2.56% | 4.45% | 2.71% | 6.10% | -0.54% | 10.43% | 13.11% | 81.80% | 5.75% | — |
| Average | 11.1% | 1.41% | -2.56% | 4.19% | 2.88% | 4.01% | -1.90% | 6.40% | 7.01% | 55.01% | 3.45% | $119.12B |
| Median | 11.1% | 0.10% | -3.74% | 0.34% | -0.27% | 0.00% | -2.40% | 0.00% | 6.49% | 58.35% | -0.71% | $13.30B |
| Std Dev | 0.0% | 2.49% | 4.39% | 9.28% | 10.50% | 15.75% | 12.57% | 28.67% | 28.35% | 49.26% | 24.65% | $251.21B |
| Min | 11.1% | -2.75% | -8.44% | -5.27% | -6.74% | -16.28% | -21.82% | -22.29% | -43.56% | -24.12% | -24.38% | $1.33B |
| Max | 11.1% | 5.61% | 5.84% | 22.79% | 26.65% | 32.70% | 16.24% | 80.58% | 54.75% | 121.81% | 62.34% | $825.25B |
| % Positive Tickers | 66.67% | 22.22% | 66.67% | 33.33% | 44.44% | 33.33% | 44.44% | 55.56% | 88.89% | 33.33% |
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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.