GOLDMAN SACHS: Owning companies with high foreign sales has quickly become the top-performing strategy of this year. These 13 stocks are best-positioned to continue profiting from it.

• Goldman Sachs' selection of US stocks with high international sales has outperformed all the firm's other portfolio baskets and the S&P 500 this year. 
• The resurgence of foreign-linked stocks is a reversal from last year's trend when domestically oriented stocks won out. 
• The list below contains stocks with the highest weightings in Goldman's basket. 
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US companies that generate most of their profits overseas have staged a powerful reversal this year compared to their domestic-facing counterparts. 

Last year saw the reverse trend in place: investors favored companies that were more exposed to the US consumer because the economy was growing above trend. 

Goldman Sachs' equity analysts attribute the U-turn to a slowdown in US economic growth relative to the rest of the world and a weaker trade-weighted dollar.

These trends turned around most decisively during the first half of the year, as trade tensions between the US and China boiled over. It was so powerful that, even now, Goldman's basket of stocks with high international sales remains its top-performing portfolio strategy year-to-date. 

The basket has earned a 29% total return versus 23% for both the S&P 500 and Goldman's basket of stocks with high domestic sales. 

Listed below are the 13 stocks could continue to benefit if these performance patterns hold. The median company in Goldman's basket generates 70% of its revenue outside the US versus 29% for the median S&P 500 firm.

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1. Qorvo

Ticker:QRVO

Sector: Information Technology

Weight: 2.85%

Year-to-date return: 68%

Source: Goldman Sachs 

2. Lam Research

Ticker:LRCX

Sector: Information Technology

Weight: 2.79%

Year-to-date return: 102%

Source: Goldman Sachs 

3. KLA

Ticker:KLAC

Sector: Information Technology

Weight: 2.76%

Year-to-date return: 94%

Source: Goldman Sachs 

4. Nvidia

Ticker:NVDA

Sector: Information Technology

Weight: 2.4%

Year-to-date return: 58%

Source: Goldman Sachs 

5. Micron Technology

Ticker:MU

Sector: Information Technology

Weight: 2.36%

Year-to-date return: 54%

Source: Goldman Sachs 

6. Applied Materials

Ticker:AMAT

Sector: Information Technology

Weight: 2.35%

Year-to-date return: 72%

Source: Goldman Sachs 

7. Alphabet

Ticker:GOOGL

Sector: Communication Services

Weight: 2.26%

Year-to-date return: 26%

Source: Goldman Sachs 

8. Activision Blizzard

Ticker:ATVI

Sector: Communication Services

Weight: 2.25%

Year-to-date return: 19%

Source: Goldman Sachs 

9. Aptiv

Ticker:APTV

Sector: Communication Discretionary

Weight: 2.22%

Year-to-date return: 57%

Source: Goldman Sachs 

10. United Technologies

Ticker:UTX

Sector: Industrials

Weight: 2.17%

Year-to-date return: 40%

Source: Goldman Sachs 

11. Wabtec

Ticker:WAB

Sector: Industrials

Weight: 2.13%

Year-to-date return: 12%

Source: Goldman Sachs 

12. Qualcomm

Ticker:QCOM

Sector: Information Technology

Weight: 2.11%

Year-to-date return: 60%

Source: Goldman Sachs 

13. Microchip Technology

Ticker:MCHP

Sector: Information Technology

Weight: 2.07%

Year-to-date return: 34%

Source: Goldman Sachs 

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