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Credit Suisse says these 49 stocks will be the biggest winners as the US economy hits its fastest pace of growth for the past 35 years


FILE PHOTO: An activist of environmental group Greenpeace is seen beside the logo of of Swiss bank Credit Suisse in Zurich, Switzerland April 28, 2017.  REUTERS/Arnd Wiegmann

Summary List Placement

Investors are forecasting a rapid recovery in the US economy from the COVID crisis, as the successful vaccine rollout offers a path to reopening some of the hardest-hits sector.

The estimates from some of the leading institutions speak to the pace of expansion. Following 2020’s contraction of 3.5% in US growth, the latest estimates from the OECD and investment banks UBS and Goldman Sachs are for GDP expansion this year of 6.5%, 6.6% and 6.9%, respectively.

This also offers investors an opportunity to take advantage of the huge upside on offer, as more of the so-called cyclical companies – those whose businesses are more closely tied to the health of the underlying economy – recover as well.

“Focusing on the most economically-sensitive companies will prove most advantageous, given the previously described backdrop,” a team of Credit Suisse analysts led by senior equity strategist Patrick Palfrey said in a research note.

Cyclical stocks, usually from the energy, financial or discretionary sectors, are more closely linked to the economic cycle, and tend to perform more strongly as growth improves. During the last 12 months, with the COVID crisis crippling the US economy, the S&P cyclical basket underperformed its growth peer by over 76%. With this accelerating growth on the cards for the rest of the year, this dynamic could reverse.

Taken from the Russell 100 universe, these are the top 49 stocks that Credit Suisse calls the “super-cyclicals” – those best placed to capitalize on this swift and accelerating economic recovery:

1. Devon Energy

Ticker: NYSE: DVN

Sector: Energy

Market Cap: $16.08 billion

2. Diamondback Energy


Sector: Energy

Market Cap: $13.64 billion

3. Pioneer Natural Resources

Ticker: NYSE: PXD

Sector: Energy

Market Cap: $33.00 billion

4. Cimarex Energy

Ticker: NYSE: XEC

Sector: Energy

Market Cap: $6.67 billion

5. CF Industries

Ticker: NYSE: CF

Sector: Materials

Market Cap: $10.27 billion

6. Mosaic

Ticker: NYSE: MOS

Sector: Materials

Market Cap: $11.92 billion

7. Nucor

Ticker: NYSE: NUE

Sector: Materials

Market Cap: $19.78 billion

8. Steel Dynamics


Sector: Materials

Market Cap: $10.15 billion

9. Air Lease

Ticker: NYSE: AL

Sector: Industrials

Market Cap: $5.56 billion

10. GrafTech Intl

Ticker: EAF:US

Sector: Industrials

Market Cap: $3.20 billion

11. Oshkosh

Ticker: NYSE: OSK

Sector: Industrials

Market Cap: $7.72 billion

12. Parker-Hannifin

Ticker: NYSE: PH

Sector: Industrials

Market Cap: $39.23 billion

13. Woodward


Sector: Industrials

Market Cap: $7.44 billion

14. XPO Logistics

Ticker: NYSE: XPO

Sector: Industrials

Market Cap: $33.00 billion

15. Aptiv

Ticker: NYSE: APTV

Sector: Discretionary

Market Cap: $40.19 billion

16. Las Vegas Sands

Ticker: NYSE: LVS

Sector: Discretionary

Market Cap: $47.33 billion

17. Norwegian Cruise Line

Ticker: NYSE: NCLH

Sector: Discretionary

Market Cap: $9.32 billion

18. PVH

Ticker: NYSE: PVH

Sector: Discretionary

Market Cap: $7.44 billion

19. Royal Caribbean

Ticker: NYSE: RCL

Sector: Discretionary

Market Cap: $22.24 billion

20. Travel + Leisure

Ticker: NYSE: TNL

Sector: Discretionary

Market Cap: $5.30 billion

21. Bunge

Ticker: NYSE: BG

Sector: Staples

Market Cap: $11.18 billion

22. Estee Lauder

Ticker: NYSE: EL

Sector: Staples

Market Cap: $103.26 billion

23. Monster Beverage


Sector: Staples

Market Cap: $47.47 billion

24. Constellation Brands

Ticker: NYSE: STZ

Sector: Staples

Market Cap: $43.56 billion

25. Sysco

Ticker: NYSE: SYY

Sector: Staples

Market Cap: $41.15 billion

26. US Foods Holding

Ticker: NYSE: USFD

Sector: Staples

Market Cap: $8.68 billion

27. Align Technology


Sector: Health care

Market Cap: $40.51 billion

28. Cigna

Ticker: NYSE: CI

Sector: Health care

Market Cap: $84.01 billion

29. IQVIA Holdings

Ticker: NYSE: IQV

Sector: Health care

Market Cap: $36.37 billion

30. Syneos Health


Sector: Health care

Market Cap: $7.54 billion

31. Acceleron Pharma


Sector: Health care

Market Cap: $7.80 billion

32. Ameriprise Financial

Ticker: NYSE: AMP

Sector: Financials

Market Cap: $26.61 billion

33. Athene Holding

Ticker: NYSE: ATH

Sector: Financials

Market Cap: $9.58 billion

34. Citigroup

Ticker: NYSE: C

Sector: Financials

Market Cap: $153.38 billion

35. Discover Fn Svc

Ticker: NYSE: DFS

Sector: Financials

Market Cap: $30.68 billion

36. LPL Financial


Sector: Financials

Market Cap: $11.18 billion

37. Morgan Stanley

Ticker: NYSE: MS

Sector: Financials

Market Cap: $156.53 billion

38. Applied Materials


Sector: Technology

Market Cap: $103.99 billion

39. CommScope Holding


Sector: Technology

Market Cap: $3.05 billion

40. Lam Research


Sector: Technology

Market Cap: $74.11 billion

41. Microchip Technology


Sector: Technology

Market Cap: $38.29 billion

42. Micron Technology

Ticker: NASDAQ: MU

Sector: Technology

Market Cap: $95.93 billion

43. Square

Ticker: NYSE: SQ

Sector: Technology

Market Cap: $104.17 billion

44. Discovery


Sector: Communications

Market Cap: $28.73 billion

45. Fox


Sector: Communications

Market Cap: $23.84 billion

46. News


Sector: Communications

Market Cap: $14.81 billion

47. CenterPoint Energy

Ticker: NYSE: CNP

Sector: Utilities

Market Cap: $11.83 billion

48. Exelon


Sector: Utilities

Market Cap: $40.90 billion

49. Vistra

Ticker: NYSE: VST

Sector: Utilities

Market Cap: $9.44 billion