Breaking the 3% GDP barrier, these stocks should work, if history is any guide

A trader walks past a campaign sign for U.S. President-elect Donald Trump and U.S. Vice President-elect Mike Pence on the floor of the New York Stock Exchange (NYSE) in New York, U.S., on Wednesday, Nov. 9, 2016.
Michael Nagle | Bloomberg | Getty Images

Third-quarter gross domestic product increased at a 3.2 percent rate, up from the 2.9 percent initially reported, according to revised figures from the Commerce Department on Tuesday.

After years of stagnation, if 3 to 4 percent growth is the new norm, especially now that the growth-friendly policies of President-elect Donald Trump may be implemented, certain kinds of stocks are poised to beat the market, history shows.

Using hedge fund analytics tool Kensho, we found there were 1,580 days during 15 stretches of time since 1981 when GDP ran between 3 and 4 percent. During those periods, these were the top-performing sectors, on average: