ARHS-16.62%11.1%
BDX+27.28%11.1%
BJ-11.02%11.1%
DECK-6.06%11.1%
KAI+4.11%11.1%
ORLY-10.53%11.1%
ROST+72.79%11.1%
WMT+8.69%11.1%
WRK0.00%11.1%
As of Aug 6, 2026, 4:25 AM ET
TrumpPolicy PreElection Long '24: Tariff Winners Constituents
Arhaus, Inc.ARHS | 11.1% | -0.60% | 4.05% | 0.98% | 11.07% | -26.58% | -0.24% | -6.69% | -16.62% | $1.16B |
Becton, Dickinson and CompanyBDX | 11.1% | 0.32% | 9.15% | 9.72% | 3.04% | 11.86% | -3.30% | -2.49% | 27.28% | $47.02B |
BJ's Wholesale Club Holdings, Inc.BJ | 11.1% | 0.04% | 4.03% | 10.46% | -1.11% | 7.40% | -2.13% | -15.90% | -11.02% | $12.35B |
Deckers Outdoor CorporationDECK | 11.1% | -0.56% | 3.40% | -6.02% | 2.51% | -4.21% | -15.32% | -15.82% | -6.06% | $13.79B |
Kadant Inc.KAI | 11.1% | 0.66% | 7.93% | 7.48% | 9.63% | 18.28% | -0.60% | -3.73% | 4.11% | $3.98B |
O'Reilly Automotive, Inc.ORLY | 11.1% | 1.75% | 6.91% | 10.92% | 4.58% | 2.44% | -0.47% | -1.09% | -10.53% | $77.44B |
Ross Stores, Inc.ROST | 11.1% | 0.86% | 6.00% | 19.81% | 0.86% | 40.57% | 23.14% | 91.30% | 72.79% | $81.23B |
Walmart Inc.WMT | 11.1% | 0.71% | 2.62% | 1.53% | 1.03% | -1.77% | -12.20% | 25.16% | 8.69% | $894.01B |
WestRock CompanyWRK | 11.1% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | $13.30B |
| Theme return | — | 0.35% | 4.90% | 3.68% | 2.77% | 6.16% | -0.48% | 10.49% | 10.29% | — |
| Average | 11.1% | 0.35% | 4.90% | 6.10% | 3.51% | 5.33% | -1.24% | 7.86% | 7.63% | $127.14B |
| Median | 11.1% | 0.32% | 4.05% | 7.48% | 2.51% | 2.44% | -0.60% | -2.49% | 0.00% | $13.79B |
| Std Dev | 0.0% | 0.70% | 2.70% | 7.28% | 4.00% | 17.17% | 10.12% | 31.59% | 26.16% | $272.66B |
| Min | 11.1% | -0.60% | 0.00% | -6.02% | -1.11% | -26.58% | -15.32% | -15.90% | -16.62% | $1.16B |
| Max | 11.1% | 1.75% | 9.15% | 19.81% | 11.07% | 40.57% | 23.14% | 91.30% | 72.79% | $894.01B |
| % Positive Tickers | 66.67% | 88.89% | 77.78% | 77.78% | 55.56% | 11.11% | 22.22% | 44.44% |
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.
