The stock markets are tanking today, one day after President Obama's election victory. The S&P 500 is down over 2 percent.
However, this may be an opportunity to invest in the companies that stand to benefit from an Obama-led administration.
UBS's equity research team recently published two lists of 'victory basket' stock recommendations depending on the outcome of the election.
"Some of the greatest Obama beneficiaries would be Hospitals, Specialty Pharma, Green Energy and Infrastructure names," write the analysts.
We pulled the 14 stocks that UBS strategists believe have the most to gain under Obama.
Infrastructure spending, a priority for President Obama, accounts for 20% of the company's revenues, according to UBS' Steven Fisher.
UBS' Suneet Kamath notes that tax cuts to middle and lower-income individuals should increase Aflac's customer base.
Sales of top products should increase as health insurance coverage expands, according to UBS' Ami Fadia.
UBS' John Hodulick calls tower companies, which will see less consolidation, the biggest beneficiaries in light of Obama's win.
UBS' David Strauss says a surge in firearm and ammo purchases, which happened after Obama's 2008 win in anticipation of gun control legislation, would help ATK.
UBS' Strauss echoes his recommendation that tower companies stand to gain the most from an Obama victory.
UBS' Alex Kramm believes that financial regulation will transfer activity from OTC markets to regulated exchanges.
With President Obama's reelection, UBS' Stephen Chin sees less risk of cuts to the DOE's loan program -- which funds about 60% of First Solar's business.
According to UBS' A.J. Rice, HCA will benefit from the ACA -- more than 50% of its revenues come from Florida and Texas, which are two of the top three states with the most uninsured individuals.
UBS' David Goldberg believes a continuation of accommodative monetary policy in order to sustain the housing recovery will translate into higher sales for Mohawk.
According to UBS' Brian Meredith, the complex regulatory environment will help Marsh & McLennan's consulting business.
UBS' Ross Nussbaum cites Tanger's strong balance sheet and high growth prospects in his recommendation of this defensive stock.
UBS' Amitabh Passi says TE stands to benefit to the extent that Obama invests in broadband infrastructure.
UBS' Henry Kim also sees URI as a beneficiary of increased infrastructure spending, which generates 15% of the company's revenues in North America.