An employee assembles front-end brakes to a bicycle frame at Worksman Cycles in Queens, New York.
Andrew Harrer | Bloomberg | Getty Images
The jobs report Friday handily beat expectations, setting up a winning trade in certain cyclical stocks, if history is any guide.
The U.S. economy created 255,000 jobs in July versus the Wall Street consensus of 180,000. Using hedge fund analytics tool Kensho, CNBC Pro screened for which securities did well over the past decade on the day when the nonfarm payrolls figure beat estimates.
