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But as for the rest of us are you in store for a Democratic presidency in November’s upcoming election? The latest June 20-24 poll conducted by Reuters/Ipsos shows Dem contender Hillary Clinton with a 13.3 percent lead over GOP rival Donald Trump. Among those surveyed, 46.6 percent say they support Clinton, 33.3 percent are for Trump with the remaining 20.1 percent saying they don’t want either candidate.

Regardless of which side you’re on, it can help to take stock of how equity markets could react if Clinton becomes the next U.S. president. Here are some themes and names to keep your eyes on:

Aerospace and defense. The recent Orlando nightclub attack that killed 49 people and injured 53, has put the war on terror at the forefront of many Americans’ minds. Under the Obama presidency, there have been seven other terrorist attacks on U.S. soil or diplomatic property.

Hillary Clinton is serious about strengthening the U.S. military and has received more donations from defense industry workers than any other candidate. Clinton has made clear she wants to further crack down on ISIS and some believe she could be more aggressive with military force than Obama based on her experience as Secretary of State. As a result, the aerospace and defense sector is likely to benefit under a Clinton presidency. Deloitte Global predicts that the aerospace and defense sector could rise 3 percent this year.

General Dynamics Corporation (NYSE: GD) is one stock to watch in this theme. It supplies U.S. military with tanks, nuclear submarines, light-armored vehicles and information technology systems. U.S. government accounts for 57 percent of the company’s sales. Zachs Investment Research reports that the consensus EPS forecast for the quarter is $2.3. Last year’s reported EPS for the same quarter was $2.27. At 15 times price-to-earnings (P/E) General Dynamics shares are cheaper than the broad market’s 19 times.

General Dynamics has a 41.61 market cap and is predicted to announce its next earnings on August 3, 2016.

Northrop Grumman Corporation (NYSE: NOC) with a P-E ratio mostly in line with the market. As a top defense contractor for the U.S. government, Northrop Grumann is one of the leading producers of unmanned aerial vehicles (UAVs), the fancy term for drones.

Last August, the Pentagon announced plans to increase the number of drone flights by 50 percent over the next four years. In addition, use of drones would no longer be restricted to the U.S. Air Force but also include flights by the Army, Special Ops and government contractors.

With Clinton in office, a push for increased military spending could mean more drone production – and military drones don’t come cheap. The popular MQ-9 Reaper costs $56.5 million while the MQ-1B Predator has a $20 million price tag.

SolarCity Corp (NASDAQ: SCTY) future is also up in the air. Tesla Motors Inc. (NASDAQ: TSLA) announced this month they want to acquire SolarCity for $2.5 billion. Analysts and shareholders on both sides have expressed concerns over corporate governance and cash burn if the companies merge. It remains unclear if SolarCity will approve the deal. Several members of SolarCity’s board have already recused themselves from voting due to close ties with Elon Musk and Tesla.

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