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TrumpPolicy PreElection Short '24: ADA Repeal
3 tickers · $85.74B total market cap
Group: TrumpPolicy PreElection Short
The second Trump administration has revived the GOP push to repeal or undercut the Affordable Care Act (ACA), particularly targeting Medicaid expansion and marketplace subsidies. While legislative repeal remains unlikely, administrative actions may degrade ACA coverage and enrollment. Medicaid-heavy insurers like CNC and MOH, and hospital operators like CAH, face revenue and utilization risks amid tightened eligibility and reduced reimbursements.
TrumpPolicy PreElection Short '24: ADA Repeal tracks 3 publicly listed stocks in this theme: CAH, CNC, MOH. See the constituent table for details.
Thesis update: 2025-04-18
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Cardinal Health, Inc.CAH | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 9.41% | -3.74% | -10.38% | 2.63% | $46.93B | 33.3333 |
Centene CorporationCNC | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -3.66% | 24.09% | 13.10% | 9.58% | $29.21B | 33.3333 |
Molina Healthcare, Inc.MOH | 04/22/2026 (AMC) | 04/22/2026 (AMC) | -25.51% | 15.70% | 16.16% | 5.54% | $9.61B | 33.3333 |
| Average | -6.59% | 12.02% | 6.29% | 5.92% | $28.58B | 33.3333 | ||
| Median | -3.66% | 15.70% | 13.10% | 5.54% | $29.21B | 33.3333 | ||
| Std Dev | 14.41% | 11.66% | 11.86% | 2.85% | $15.24B | 0.0% | ||
| Min | -25.51% | -3.74% | -10.38% | 2.63% | $9.61B | 33.3333 | ||
| Max | 9.41% | 24.09% | 16.16% | 9.58% | $46.93B | 33.3333 | ||
| % Positive Tickers | 33.33% | 66.67% | 66.67% | 100.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.