Tilt's mission is to map every theme to a basket of stocks for anyone to invest in. Mappings are AI generated and expert curated. Expert improvements are accepted if they provide a better representation of a given theme.
Inflation will persist globally as governments solve any problem by printing money. Commodities, land, real estate, and companies with monopolistic positions enabling pricing power stand to benefit.
| Ticker | Context | Source |
|---|---|---|
| ADM | Archer-Daniels-Midland Company benefits from higher agricultural commodity prices, which are driven by inflation. | chat_gpt,claude |
| BHP | BHP Group is a major player in mining and commodities, which tend to rise in value with inflation. | chat_gpt,claude |
| CVX | Chevron Corporation benefits from rising oil prices, which are often correlated with inflation. | chat_gpt |
| FCX | Freeport-McMoRan Inc. is a major copper producer, and copper prices typically rise with inflation. | chat_gpt |
| FNV | Franco-Nevada Corporation is a gold-focused royalty and streaming company, benefiting from rising gold prices. | chat_gpt,google |
| KO | Coca-Cola has strong brand power and pricing ability, allowing it to pass on higher costs to consumers. | chat_gpt,google |
| MO | Altria Group has a monopolistic position in the tobacco industry, enabling it to maintain pricing power. | chat_gpt |
| NEM | Newmont Corporation is a leading gold mining company, benefiting directly from higher gold prices. | chat_gpt,claude,google |
| NTR | Nutrien Ltd. is a major player in agricultural inputs, benefiting from higher commodity prices. | chat_gpt,google |
| PSA | Public Storage is a REIT that benefits from rising real estate values and increased demand for storage. | chat_gpt,claude,google |
| RGLD | Royal Gold, Inc. acquires and manages precious metal royalties, benefiting from rising gold prices. | chat_gpt |
| SPG | Simon Property Group is a leading real estate investment trust (REIT) that benefits from rising property values. | chat_gpt |
| WMT | Walmart has significant pricing power and can pass on higher costs to consumers, maintaining its margins. | chat_gpt,google |
| XOM | ExxonMobil benefits from rising oil prices, which often accompany inflation. | chat_gpt,claude |
| AAPL | Apple's strong brand loyalty and premium positioning give it pricing power to raise prices and maintain margins in an inflationary environment. | claude |
| AMT | As a real estate investment trust (REIT) that owns and operates cell towers, American Tower's property holdings and long-term lease agreements provide a hedge against inflation. | claude |
| AMZN | Amazon's e-commerce dominance and its ability to quickly pass on higher costs to consumers can help it weather inflation. | claude,google |
| GOOGL | Google's search and advertising dominance give it pricing power to increase ad rates in line with inflation. | claude,google |
| LMT | As a major defense contractor, Lockheed Martin could benefit from rising government military spending in an inflationary environment. | claude |
| MSFT | As a technology leader with a strong competitive position, Microsoft has pricing power for its software and cloud services, which can help it navigate an inflationary environment. | claude,google |
| PG | As a consumer staples giant, P&G has pricing power to raise prices on its essential household goods in an inflationary environment, helping to maintain its profitability. | claude,google |
| PLD | Prologis is a REIT that owns and operates logistics facilities like warehouses. Its real estate holdings can provide a hedge against inflation, and it can raise rents in an inflationary environment. | claude,google |
| V | As a payment network, Visa earns a percentage of transaction volumes, which could grow in dollar terms if inflation drives up prices, benefiting its fee income. | claude,google |
| WM | As a waste collection and disposal company, Waste Management provides an essential service and has pricing power to raise fees in line with inflation. | claude |
| BRK.B | ||
| CHD | ||
| COR | ||
| MA | ||
| AZO | experts |
This project is licensed under AGPLv3.
Thank you for your improvements! We appreciate all the contributions from the community.
