Now that the field is set and the race is on, you can rest assured all the major hedge fund managers have been thinking about who might become president. As an investor, it might be a good idea for you to think about the effect of a Clinton or Trump presidency on your portfolio as well. Related: ENERGY GAINS, HEALTH CARE FALLS The Bully Pulpit Although the president doesn’t control the stock market or the companies behind it, he or she will have a bully pulpit. When the president speaks, people listen. Trump may not be able to build his wall and Clinton may not have the power to force solar energy on everyone, but the influence either would have in the public arena is substantial. 4 Stocks To Buy In A Clinton Presidency The policies of all presidents are good for some stocks and for certain sectors. With Clinton, the playbook is fairly clear. Lockheed Martin (NYSE:LMTC) Hilary Clinton is widely seen as a hawk. Lockheed Martin was the biggest government contractor of 2015, taking in $29.4 billion from the Department of Defense. Should Clinton enter the White House as President, LMT can likely count on continuing fat contracts from the Clinton administration. Aetna (NYSE:AETC) Aetna is a managed health care company on track to acquire Humana (NYSE:HUMC). The company would benefit from a Clinton presidency in two areas – Obamacare exchanges and Medicare Advantage. Clinton’s contribution to health care is largely seen as one of not standing in the way and that may be enough to make a difference for Aetna. SolarCity (NASDAQ:SCTYC) While Hilary is clearly not friendly toward coal, she does have a soft spot in her heart for alternative energy, including solar. Her proposal to install 500 million solar panels by the end of her first term, bodes well for companies like SolarCity. She has also said she wants the government to help expand solar into low income communities. AECOM (NYSE:ACMC) Like most Democrats, Clinton wants to increase spending on infrastructure. She has pledged an increase of $275 billion over the next five years and also wants to create a $25 billion infrastructure bank to support infrastructure improvements. All this is music to the ears of engineering firm AECOM, a company that won $2.6 billion in government contracts in 2015. 4 Stocks To Buy In A Trump Presidency Investors like growth because it means higher stock prices down the road. Based on campaign promises, certain stocks would likely fare well under Trump. Cemex (NYSE:CXC) As everyone knows, Donald Trump has pledged to build a 1,000-mile-long wall between Mexico and the U.S. He has also promised Mexico will pay for the wall. If that’s the case, the Mexican government would likely want to obtain materials “in-country.” This is good news for San Pedro-based cement supplier, Cemex. ExxonMobil (NYSE:XOMC) Trump has proposed defeating ISIS by “taking back their wealth.” That wealth is in the form of oil. Simply put, Trump wants to bomb ISIS into oblivion and then let ExxonMobil run the former ISIS oil business. HCA Holdings (NYSE:HCAC) Trump has made a big deal out of taking care of veterans by allowing them access to any doctor or care facility that accepts Medicare. This would increase the use of non-VA hospitals and clinics. HCA operates nearly 168 hospitals and 116 freestanding surgery centers in 20 U.S. states and England and receives much of its compensation from Medicare. Related: HOW A TRUMP PRESIDENCY WOULD AFFECT GLOBAL M&A Smith & Wesson Holding Corp. (NASDAQ:SWHCC) Trump has repeatedly vowed to lift gun and magazine bans, allow firearms at military bases and recruiting centers and make all gun permits valid in all 50 states. Anything that’s good for guns is good for gun manufacturers. Smith & Wesson has done very well of late, but there’s always room for improvement.