$SWF - The Trump administration is considering creating a US sovereign wealth fund as a key policy initiative to generate long-term assets for Americans.
$TBILL - Potential regulatory changes could increase demand for Treasury bills, potentially lowering yields by 30 to 70 basis points.
$ENERGY - The administration is focusing on reducing energy costs to improve US manufacturing competitiveness, which could benefit energy producers and consumers.
$HOUSING - Potential innovations in housing construction and policy changes could address affordability issues and benefit the housing sector.
Bearish:
$GOVCON - The administration is planning significant cuts to government contractor spending as part of broader efforts to reduce government expenditure.