Editors' pick: Originally published Oct. 17.
Hillary Clinton's standing in the polls has solidified in recent days, though her campaign hasn't been smooth sailing. The stocks that stand to do well with her in the White House haven't done particularly well, either.
The former secretary of state has seen her poll numbers surge as of late, thanks in large part to a series of missteps by her Republican rival Donald Trump. According to a RealClearPolitics average of polls, Clinton leads Trump by 5.5% nationally in a two-way match-up. And when including Libertarian candidate Gary Johnson and Green Party candidate Jill Stein.
Troves of emails apparently hacked from the account of Clinton campaign chairman John Podesta and posted on website WikiLeaks have proven an ongoing headache for the former first lady. The communications, the authenticity of which has not been confirmed by the Clinton camp, provide insights into the inner workings of her campaign and paint her and her staffers in what is not always the most flattering light.
TheStreet's Hillary Clinton Stock Portfolio, a set of 15 stocks that could benefit from a Clinton presidency, declined slightly last week. It dipped 0.17% from market close Friday, October 7 to market close Friday, October 14. TheStreet's Donald Trump Stock Portfolio fell 0.75%.
U.S. Steel (X) - Get Report plunged 7.13% to $16.42 at market close Friday, with weak export data from China and falling steel prices contributing to the stock's decline.
Clinton is likely to be more aggressive than President Barack Obama in enforcing trade laws and leveling the global playing field, which could help the steel industry, especially against producers from China. The Pittsburgh-based company is the only stock in both the Trump and Clinton portfolios.
Aecom (ACM) - Get Report dipped 3.93% to $27.61 at market close Friday. The stock is down about 8% year-to-date, though Monday brought good news as the company announced it has been selected to build a billion-dollar electric car manufacturing plant for Faraday Future in North Las Vegas, Nevada.
A major government contractor, Aecom would benefit from Clinton's plans to boost federal infrastructure investment. The former secretary of state has pledged to increase infrastructure spending by $275 billion over five years.
HCA Holdings (HCA) - Get Report was the top performer in the Clinton portfolio last week. Its price surged 8.20% to $80.32 by market close Friday. KeyBanc Capital Markets raised its rating on the stock to "overweight" from "sector weight" last week. It has a $94 price target on the company.
Clinton has said that as president she would work to defend and build on the Affordable Care Act. It is possible that more states would also be inclined to accept the Medicaid expansion offered by the program, which would benefit HCA in states like Florida, Georgia and Tennessee.
SolarCity (SCTY) rallied 7.07% to $20 per share last week. An impending merger between SolarCity and Tesla (TSLA) - Get Report has pushed shares upwards in recent days. In a blog post Wednesday, Tesla said shareholders would meet and vote on the deal on November 17.
Clinton's campaign platform includes a number of national goals related to the environment, including installing 500 million solar panels by the end of her first term in office.
Here's how the entire Clinton portfolio did last week, leading with the top gainers:
HCA Holdings 8.20%
Smith & Wesson (SWHC) -0.08%
Aetna (AET) -3.59%
U.S. Steel -7.13%