The United States election is tomorrow. Both candidates have made campaign promises that are sure to have effects across the market – whether tariffs, tax cuts, healthcare reform or immigration policy, the winner will have a major impact on the global economy.
We used our agentic AI tool – Alfa™ – to create an automation to through all the news and every earnings report to isolate the industries and companies standing to benefit in the case of a Kamala Harris win or a Donald Trump Win. Here’s the report Alfa™ created, or, the Alfa™ Angle.
The companies benefitting from a Harris win
HOLX
- offers multiple products specifically designed for women’s reproductive health, including the ThinPrep System for cervical cancer screening, which is the most widely used method in the U.S.
- GYN Surgical segment provides various solutions for women’s health issues, including the MyoSure system for removing fibroids and polyps, and the NovaSure endometrial ablation system for treating abnormal uterine bleeding.
- strong focus on women’s health diagnostics and surgical solutions positions it as a key player in providing comprehensive reproductive healthcare services.
CVS
- provides comprehensive reproductive health services through its pharmacy and clinic network, including birth control prescribing services in Massachusetts
- expanded fertility coverage through its Aetna subsidiary for the LGBTQ+ community
- also operates more than 1,000 walk-in medical clinics that provide various health services and offering virtual care options through MinuteClinic.
RVTY
- Diagnostics segment offers comprehensive solutions for prenatal and maternal health screening including the DELFIA Xpress platform for prenatal screening and maternal health monitoring.
- extensive reproductive health testing capabilities, including prenatal and postnatal genetic testing services, and operates testing laboratories across multiple countries through its Revvity Omics network.
- portfolio includes specialized products for pregnancy monitoring such as the DELFIA Xpress sFlt-1 kit for pre-eclampsia prediction and various screening tools for newborn health conditions. The company has recently seen growth in its reproductive health business line, with an increase in reproductive health revenue in their latest quarter.
The companies benefitting from a Trump win
INTC
- major semiconductor manufacturer with significant domestic manufacturing capabilities and a focus on expanding its U.S.-based production, operating as an integrated device manufacturer that designs, develops, and manufactures processors and related solutions.
- strategic moves to strengthen its domestic manufacturing presence, including expanding partnerships under the U.S. Department of Defense RAMP-C program to ensure domestic access to leading-edge technology.
- foundry business distinguishes itself from competitors by being one of the few major semiconductor manufacturers with significant U.S.-based advanced node capacity, as most other major foundries are primarily based in Asia with limited U.S. presence.
- maintains a strong commitment to domestic manufacturing, explicitly stating its intention to remain a leading manufacturer of semiconductors and continue building the majority of its products in its own factories.
DD
- operates significantly in the semiconductor and electronics industry, producing critical materials and solutions for semiconductor fabrication, including chemical mechanical planarization pads, photoresists, advanced coatings, and various other components essential for integrated circuit manufacturing.
- Electronics & Industrial segment is heavily involved in providing materials for semiconductor manufacturing processes and advanced packaging, making it potentially vulnerable to any trade policies affecting semiconductor materials and components.
- broad portfolio of semiconductor-related products and its position as a leading global provider in this space suggests it could be significantly impacted by policies affecting the semiconductor supply chain.
F
- domestic automobile manufacturer that would benefit from policies favoring U.S. production, as evidenced by their extensive U.S. manufacturing presence
- ongoing investments in domestic facilities, including their Chicago Assembly Plant which has operated continuously for 100 years
- significant domestic EV battery production plans through joint ventures like BlueOval SK in Tennessee and Kentucky
- strong focus on U.S. vehicle production with approximately 84% of their company cash held by U.S.-domiciled entities.
