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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: