Imagine the Democrats win the midterms - what stocks are you buying

Given the current political situation in the United States the Democrats are likely to win the midterms. Such a victory could lead to significant shifts in industries like green energy, biotechnology etc. In my opinion there are some value companies that could benefit from such political change:

* Moderna (MRNA) - Big Pharma, beaten down due to RFK Jr.’s influence
* Enphase (ENPH) - solar power, energy storage - beaten down by "Drill baby, drill" philosophy and subsidy cuts
* UnitedHealth Group (UNH) - Democrats could try to reverse some of the very recent changes in Medicare

All of these companies are trading at relatively modest valuations right now. What do you think?