What stocks are in the White House Basket watchlist?

The White House Basket watchlist tracks 13 tickers on QuantAbundance: LMT, BA, NOC, USAR, MP, LAC, TMQ, INTC, NVDA, AMD, plus 3 more.

Watchlist

White House Basket

Companies positioned to benefit from Trump-administration policy: government ownership stakes, revenue-sharing arrangements, Golden Dome defense and other policy-favored themes. A map of policy exposure, not a list of recommendations.

Aligns with the AI Compute Accelerators bubble3/13

Hypothetical· equal-weight buy at inception, mark-to-market today

Apr 25 → Nov 6 · 13/13 picks · equal-weight

-21.2%

White House Basket

+2.7%

SPY

-23.8%

alpha

topAMD+34.0%·PLTR+12.2%·LMT+10.3%

dragUSAR-65.1%·LAC-63.2%·TMQ-50.0%

Golden Dome

3 picks

Government Ownership

5 picks

#1
USARUSA Rare Earth, Inc.
Rare-earth supply chain reshoring.
$8.22last
$22fib
-62.6%vs fib
#2
MPMP Materials Corp.
Critical minerals + permanent-magnet supply chain.
$35.41last
$60fib
-41.0%vs fib
#3
LACLithium Americas Corp.
Domestic lithium supply for batteries.
$1.93last
#4
TMQTrilogy Metals Inc.
Copper, zinc & critical metals exposure.
$2.15last
#5
INTCIntel Corporation
Domestic semiconductor manufacturing.
$56.28last
$60fib
-6.2%vs fib

Revenue Sharing

2 picks

#1
NVDANVIDIA Corporation
AI infrastructure tied to government revenue-sharing structure.
$186.64last
#2
AMDAdvanced Micro Devices, Inc.
AI infrastructure tied to government revenue-sharing structure.
$449.04last
$253fib
+77.5%vs fib

Trump Policy-Favored