Shares of Jacobs Engineering (JEC - Get Report) are up 18% in the past week thanks primarily to the election of the nation's first builder President Donald Trump. Arun Daniel, portfolio manager for the JOHCM U.S. Small Mid Cap Equity Fund, says investors can keep building their position in the stock because it has room to run. Daniel is also bullish on Martin Marietta (MLM - Get Report) shares, which are also benefiting from the election of Donald Trump and are up 13% since the election. Hasbro HAS, up 27% year-to-date, is another one of Daniel's top picks. The company posted a strong third quarter last month thanks largely to its lucrative partnerships with Walt Disney (DIS - Get Report) . Finally, Daniel is a fan of Nordstrom (JWN - Get Report) , up 17% year-to-date, heading into the holiday season.