Deutsche Bank has some ideas on which stocks investors will want to hold if Kamala Harris comes out on top in November's presidential election. Following Tuesday night's debate , analyst Nicole DeBlase sent a note to clients looking at the themes and individual companies that stand to benefit from another four years of Democrats in the White House.
Here's what she likes in this scenario: Residential construction suppliers, which can benefit from more housing support: Lennox International , Stanley Black & Decker , Carrier Global , Trane Technologies and Pentair Stocks tied to a "more cooperative and less protectionist world order": Stanley Black & Decker, Zurn Elkay Water Solutions Electric product and system makers, assuming an intact Inflation Reduction Act: Eaton , Hubbell , Vertiv HVAC stocks, for the same...