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The Iran war isn’t just moving crude prices — it’s redrawing the S&P 500’s performance map.
A month-to-date snapshot through Mar. 26 reveals that 15 of the index’s 20 best-performing stocks are direct beneficiaries of the crisis at the Strait of Hormuz.
Twelve names in the top 20 belong to the oil and gas industry — a clear reflection of how rising crude prices translate into energy stocks’ performance.
Three more belong to chemicals — an industry whose margins are being turbocharged by soaring fertilizer input costs and disrupted petrochemical supply chains.
Together, they form the clearest market map yet of who wins when Hormuz goes dark.
Hormuz Owns 75% Of S&P 500’s March Winners
| # | Stock name | MTD % Chg | Industry | Hormuz related? |
|---|---|---|---|---|
| 1 | APA Corporation (NASDAQ:APA) | +39.56% | Oil, Gas & Consumable Fuels | ✓ |
| 2 | LyondellBasell Industries N.V. (NYSE:LYB) | +34.84% | Chemicals | ✓ |
| 3 | CF Industries Holdings, Inc. (NYSE:CF) | +32.39% | Chemicals | ✓ |
| 4 | Dow Inc. (NYSE:DOW) | +28.91% | Chemicals | ✓ |
| 5 | Dell Technologies Inc. (NYSE:DELL) | +24.44% | Technology Hardware, Storage & Peripherals | — |
| 6 | Marathon Petroleum Corporation (NYSE:MPC) | +21.72% | Oil, Gas & Consumable Fuels | ✓ |
| 7 | Akamai Technologies, Inc. (NASDAQ:AKAM) | +21.71% | IT Services | — |
| 8 | Ciena Corporation (NYSE: |
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