![Watch Harris's Stocks as Her Odds Rise After the Debate](https://news7g.com/wp-content/uploads/2024/09/108032502-1726058745847-gettyimages-2170581623-AFP_36FY3RE-780x470.jpeg)
Investors and Wall Street analysts may want to take a closer look at stocks that could win under President Kamala Harris after Tuesday night’s debate. The current vice president’s debate with former President Donald Trump was widely seen as a victory for Democrats, and the odds of Harris winning in November have increased in betting markets. National polls showed a tight race ahead of the debate, but some now believe Harris could get a boost from her performance. “We expect Vice President Harris to rebound in the short term after her first debate with former President Trump, but the long-term impact remains unclear,” Raymond James Washington analyst Ed Mills said in a note to clients late Tuesday night. The stock market likely won’t wait to react until the votes are counted in November. “From a market perspective, we believe the presidential race should still be viewed as a coin toss, but there is likely to be a tilt toward Harris after her clear debate win,” BTIG analyst Isaac Boltansky said in a note to clients. Strategas’ Daniel Clifton has created a Democratic “scan” portfolio. It includes stocks typically tied to the political left, including green energy plays, but also stocks that could benefit from Harris’ recent proposals. These include homebuilder PulteGroup, which could get a boost from Harris’ proposals to boost housing supply and demand, and Walmart, which could see higher sales if the child tax credit is expanded. Another name on the list is Raytheon Technologies, a defense contractor that Strategas has linked to the war in Ukraine. Harris has indicated that she will continue to support Ukraine’s war effort against Russia, while Trump has been more skeptical. Wolfe Research has a similar list of stocks in its anti-Trump basket, including health care stocks like Centene and HCA. Those companies could benefit from the current state of government health care policy. Of course, new Democratic policies may have a hard time becoming law even if Harris wins in November, depending on how congressional races play out. UBS has a list of stocks that could do well in a world where Harris is president but Congress is split between Republicans and Democrats. They include Tesla, manufacturer Eaton Corp. and Waste Management, which is growing its renewable energy business. — CNBC’s Michael Bloom contributed to the report.