$RAREEARTHS - Strong support for government investment in rare earth production to counter China's market dominance and ensure strategic resource security.
$ENERGY - Positive outlook on energy sector growth due to policy measures promoting energy abundance and manufacturing competitiveness.
$MFG - Bullish on manufacturing sector due to administration's economic policies focused on trade renegotiation, tax reform, deregulation, and energy abundance.
$DEFENSE - Favorable view on government involvement in the defense sector due to better predictability and success of industrial policy in national security contexts.
Bearish:
$DST - Opposition to digital services taxes on U.S. companies by foreign countries, with policy measures aimed at discouraging such taxes.