★15 stocks in the S&P 500 showing double-digit gains since the attack on Iran began

"Geopolitical flare-ups, even localized, can trigger rapid capital reallocation, favoring sectors perceived as defensive or direct beneficiaries of conflict-driven demand. This targeted outperformance within the S&P 500 reflects a shift in risk appetite and potential inflation hedging, influencing broader portfolio construction and sector rotation strategies. Such events underscore the market's sensitivity to geopolitical catalysts, creating both opportunities and systemic tail risks."