Supply chain worries loom large over the U.S. equity market, but money managers and analysts say certain companies could come out on top.

In the article by Hannah Miao, Laffer Tengler Investments CEO & Chief Investment Officer Nancy Tengler raves about warehouse retailer Costco. The warehouse model means Costco can ship products directly to their stores, cutting out the middleman.

“Costco has been able to stockpile inventory and buy it whenever it’s available because they have a warehouse format,” Tengler said.

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