These are the ultimate 'social distancing' stocks, Piper Sandler says

Bread on display in the Publix grocery store in Florida.
Jeff Greenberg

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Piper Sandler has identified a basket of "social distancing" stocks that it believes are set to outperform as people stay inside and work from home in a bid to halt the spread of COVID-19.

"We are all in uncharted territory as this rolling global health crisis is uprooting how we all go about our days, our work flow & our social interactions," the firm said in a recent note to clients.

The firm said to favor companies that offer at-home dining, entertainment and work capabilities, as well as retailers with a strong e-commerce footprint.

Here are some of the stocks on their list: