Doing business in the U.S. almost exclusively, rather than expanding abroad, is looking like a pretty good recipe for success.
According to Thomson Reuters, 150 of the 500 companies in the S&P 500 make 95 to 100 percent of their revenue inside U.S. borders.
Thomson Reuters analyst John Kozey calls them the "Sold in the USA" portfolio, and these basket of stocks on average are outperforming the S&P 500 benchmark on a 12-month and 24-month basis.
As the market grows more confident in the U.S. economic recovery, Kozey noted, investors on Wall Street are taking a liking to U.S.-centric stocks.
(Read More: Made in the USA: More Consumers Buying American)
Housing stocks, in particular, have been performing well. Homebuilders DR Horton and Lennar Corp., both of which make nearly all their sales inside the U.S., are up 9 percent and 14 percent, respectively.
Other companies benefiting from the U.S. recovery include American retail names – Macy's, Nordstrom, Ross Stores, J.C. Penny and Target.