North Korea's reported nuclear bomb test was the latest addition to a string of geopolitical worries for global investors. The U.S. markets could get a boost as capital flees Asia and Europe for a country with a relatively stable economy and tightening monetary policy.
Some stocks in particular, those more correlated with a strong domestic economy, could see the biggest lift.
CNBC Pro, using the quant tool Kensho, searched for the stocks that do the best when capital flows into the U.S., causing the dollar to rise in the process.
Here is what we found.