The Hillary Clinton Stock Portfolio: 15 Investments Bullish on President Clinton

Editor's note: This story was originally published at the start of the Democratic National Convention in July. With Election Day almost here, it's worth taking another look at where you should be investing under a President Clinton. Also, check out what Hillary Clinton's policies would mean for the U.S. economy

If you think Hillary Clinton's headed to the White House, maybe you should bet on it. That's not really possible in the United States, of course, but you can always buy stocks instead.  

We've put together a portfolio of 15 stocks experts think should do well under a Clinton presidency. So, the more it looks like she might be elected, the more lift these stocks should get. The markets have already responded to her comments on the campaign trail on more than one occasion.

Each week until the election, we'll be checking back in with the portfolio, measuring the performance of each of these investments, which, in turn, could also give us some indication of Clinton's chances. We've included a chart measuring the stock's performance since Clinton announced her candidacy on April 12, 2015. We'll continue to update the charts and our analysis of the portfolio as the campaign progresses.

Check Out TheStreet's Donald Trump Stock Portfolio: Bullish on Trump winning the White House? Bet on it!

HCA Holdings (HCA)

Performance since Clinton announced on April 12, 2015 through July 25, 2016, the start of the Democratic National Convention: +2.70%

HCA Holdings is a for-profit health care services company that operates hospitals and other related facilities.

Clinton has pledged to defend and build on the Affordable Care Act, better known as Obamacare. Adjustments to make the system work better, and the possibility of more states accepting Medicaid expansion under incentives supported by Clinton, would likely benefit hospitals. This is especially true of HCA Holdings, which has numerous hospitals and surgery centers in states like Florida, Georgia and Tennessee that have thus far held out on accepting Medicaid expansion.

Aetna (AET)

Performance since Clinton announced on April 12, 2015 through July 25, 2016, the start of the Democratic National Convention: +11.63%

The company would benefit from a Clinton presidency on two fronts: in the Obamacare exchanges (which under her would likely be fixed), and in Medicare Advantage (a substitute for parts of original Medicare that is likely to expand). Especially if its planned acquisition of Humana (HUM) goes through.

SolarCity (SCTY)

Performance since Clinton announced on April 12, 2015 through July 25, 2016, the start of the Democratic National Convention: -52.84%

Clinton's campaign platform includes setting a series of national goals, including 500 million solar panels installed and generating enough renewable energy to power every home in America, to curb climate change and promote clean energy. If she were to make progress, it would mean good things for companies in solar. Elon Musk's SolarCity has already executed projects for government clients in states like Connecticut, California and Maryland.

Renewable Energy Group (REGI)

Performance since Clinton announced on April 12, 2015 through July 25, 2016, the start of the Democratic National Convention: -4.61%

Renewable Energy Group produces biofuels and develops renewable chemicals.

Clinton is a proponent of the Renewable Fuel Standard, which requires a minimum blend of biofuels in gasoline. She has also pledged to reduce American oil consumption by a third, which would almost certainly be good for biofuels. Ames, Iowa-based Renewable Energy Group could get a boost from such initiatives.

Aecom (ACM)

Performance since Clinton announced on April 12, 2015 through July 25, 2016, the start of the Democratic National Convention: +6.56%

Aecom provides professional engineering, consulting and project management services for infrastructure projects.

It pulled in more than 5,000 government contracts in 2015 valued at $2.6 billion, and if Clinton were able to boost federal infrastructure investment as much as she pledges to on the campaign trail, it might very well see that increase. The former secretary of state has said she would increase investment by $275 billion over a five-year period and create a $25 billion infrastructure bank to support critical infrastructure improvements.

Goldman Sachs (GS)

Performance since Clinton announced on April 12, 2015 through July 25, 2016, the start of the Democratic National Convention: -18.01%

Goldman Sachs has been a sore spot for Clinton the campaign trail, with her foes on both the left and the right critiquing paid speeches she gave at the firm. Even though the former first lady has said she would get tough on Wall Street in the White House, it is unlikely she would really go after Goldman and others all that hard. Moreover, the degree of certainty Clinton represents compared to her opponent, Donald Trump, might help bankers wary of market volatility sleep at night.

Walmart (WMT)

Performance since Clinton announced on April 12, 2015 through July 25, 2016, the start of the Democratic National Convention: -8.87%

Clinton has said that as president she will support raising the federal minimum wage to $12 and that where it can be raised to $15, it should be. While such a maneuver would mean many companies would have to increase wages, it would also put more money into consumers' pockets. According to an analysis from S&P Capital IQ, large retailers like Walmart and competitor Target are well-positioned to absorb wage hikes and would benefit from lower-income consumers having more to spend in their stores.

L-3 Communications Holdings (LLL)

Performance since Clinton announced on April 12, 2015 through July 25, 2016, the start of the Democratic National Convention: +17.46%

L-3 Communications Holdings focuses on integrated space communications system design and production, including command and control, communications, intelligence, surveillance and reconnaissance systems and products.

On the campaign trail, Clinton has repeatedly called for increased surveillance, in the wake of the June Orlando attack demanding an "intelligence surge" to bolster capabilities. As a U.S. senator, she voted for the Patriot Act in 2001 and its reauthorization in 2006. S&P Capital IQ's analysis predicts Clinton's increased focus on surveillance would be a boon for L-3 Communications.

CACI International (CACI)

Performance since Clinton announced on April 12, 2015 through July 25, 2016, the start of the Democratic National Convention: +8.02%

CACI International provides information solutions and services in support of national security missions and government transformation.

According to S&P's analysis, companies specializing in federal information technology, including CACI International, would benefit from a Clinton presidency. It also notes CACI's $13 billion business backlog, suggesting future growth.

United States Steel Corporation (X)

Performance since Clinton announced on April 12, 2015 through July 25, 2016, the start of the Democratic National Convention: -14.40%

In April 2016, U.S. Steel filed a complaint with the International Trade Commission alleging Chinese steel producers conspired to fix prices, steal intellectual property and falsify import labels to avoid tariffs. Clinton is likely to be more aggressive than President Obama in enforcing trade laws and leveling the global playing field, tripling the number of trade enforcement officers, cracking down on currency manipulation and standing up to abuses. This would give U.S. Steel a hand.

Netflix (NFLX)

Performance since Clinton announced on April 12, 2015 through July 25, 2016, the start of the Democratic National Convention: +32.26%

Netflix is a proponent and beneficiary of net neutrality, which requires internet service providers and government treat all internet data the same and provide no "fast lanes" for certain content providers, sites or users. Clinton has been a vocal supporter of net neutrality, which benefits content providers like Netflix as well as startups and up-and-coming companies.

American Electric Power (AEP)

Performance since Clinton announced on April 12, 2015 through July 25, 2016, the start of the Democratic National Convention: +24.24%

According to S&P Capital IQ's analysis, American Electric Power would be positively affected in the long term by the Clean Power Plan, a policy aimed at combating global warning put forth by the Obama administration that Clinton would support and continue to push. AEP, which generated 14% of its power from its merchant coal fleet in 2014 but 62% from its regulated plants, would have to spend more money to replace its generating assets under the Clean Power Plan, which would in turn be added to its rate base.

American Electric Power is a holding in Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio. See how Cramer rates the stock here. Want to be alerted before Cramer buys or sells AEP? Learn more now.

Smith & Wesson Holding Company (SWHC)

Performance since Clinton announced on April 12, 2015 through July 25, 2016, the start of the Democratic National Convention: +122.44%

The firearm manufacturer's stock price has soared in reaction to President Obama's calls for tougher gun laws in the past, and it could very well do the same under a President Clinton, as she has also made gun reform a major plank of her platform.

Tyson Foods (TSN)

Performance since Clinton announced on April 12, 2015 through July 25, 2016, the start of the Democratic National Convention: +83.82%

Tyson, like most in the consumer staples sector, taps into the immigrant labor pool Clinton's rival, Trump, promises to crack down on in the White House. The former first lady would likely be more immigrant-friendly than her opponent, which would help food producers like Tyson keep costs down.

SPDR S&P 500 ETF (SPY)

Performance since Clinton announced on April 12, 2015 through July 25, 2016, the start of the Democratic National Convention: +3.43%

The SPDR S&P 500 ETF is an investment trust that tracks the S&P 500. While a Clinton presidency would by no means be a surefire assurance of market success, she would provide the sort of certainty and predictability the market generally prefers -- especially in comparison to her more volatile opponent.

Check Out TheStreet's Donald Trump Stock Portfolio: Bullish on Trump winning the White House? Bet on it!

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