As the Democratic Convention approaches, Wall Street is predicting which sectors might thrive under a potential Trump presidency, particularly focusing on energy, manufacturing, and financial stocks. A study indicates that dividend stocks have historically outperformed non-dividend payers, making them attractive for investors seeking passive income. Meanwhile, the semiconductor sector, represented by the iShares Semiconductor ETF, is experiencing volatility but shows potential for recovery based on historical trends. Financial experts are also advising a defensive investment strategy, shifting from tech stocks to bonds and small-cap equities in response to anticipated Federal Reserve interest rate cuts. Companies with strong net profit margins, such as Waste Management and Coca-Cola, are highlighted as stable investments in uncertain markets. The current market environment suggests a rotation towards less volatile stocks as investors navigate rising uncertainty.