Mega-cap stocks consistently draw more and more attention with the ten largest companies cumulatively representing over a third of the moves reflected in the S&P 500’s (SP500) mirrored exchange-traded funds (NYSEARCA:SPY) (NYSEARCA:VOO) (NYSEARCA:IVV).

Many on Wall Street expected Tuesday’s election would be the final obstacle standing in the way of a stock-market melt-up heading into the end of the year. But rising Treasury yields are increasingly a concern.

Wall Street is already making big bets on what take two for a White House led by Donald Trump will mean for the economy and markets.