Trump's threatened tariffs on Mexican goods put these 11 highly exposed stocks at risk, Goldman Sachs says

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Skyworks Solutions

Skyworks Solutions

Ticker: SWKS

Sub-industry: Semiconductors

Percentage of assets in Mexico: 39%

Market cap: $12 billion

Source: Goldman Sachs

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Kansas City Southern

Kansas City Southern

Ticker: KSU

Sub-industry: Railroads

Percentage of assets in Mexico: 38%

Market cap: $12 billion

Source: Goldman Sachs

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Sensata Technologies

Sensata Technologies

Ticker: ST

Sub-industry: Electrical components and equipment

Percentage of assets in Mexico: 26%

Market cap: $7 billion

Source: Goldman Sachs

Lear Corporation

Lear Corporation

Ticker: LEA

Sub-industry: Auto parts and equipment

Percentage of assets in Mexico: 24%

Market cap: $8 billion

Source: Goldman Sachs

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Regal Beloit

Regal Beloit

Ticker: RBC

Sub-industry: Electrical components and equipment

Percentage of assets in Mexico: 23%

Market cap: $3 billion

Source: Goldman Sachs

Lennox International

Lennox International

Ticker: LII

Sub-industry: Building products

Percentage of assets in Mexico: 21%

Market cap: $11 billion

Source: Goldman Sachs

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Pilgrim's Pride

Pilgrim's Pride

Ticker: PPC

Sub-industry: Packaged foods and meats

Percentage of assets in Mexico: 14%

Market cap: $6 billion

Source: Goldman Sachs

Fortune Brands and Home & Security

Fortune Brands and Home & Security

Ticker: FBHS

Sub-industry: Building products

Percentage of assets in Mexico: 13%

Market cap: $7 billion

Source: Goldman Sachs

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Crown Holdings

Crown Holdings

Ticker: CCK

Sub-industry: Metal and glass containers

Percentage of assets in Mexico: 12%

Market cap: $8 billion

Source: Goldman Sachs

Adient

Adient

Ticker: ADNT

Sub-industry: Auto parts and equipment

Percentage of assets in Mexico: 10%

Market cap: $2 billion

Source: Goldman Sachs

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Johnson Controls International

Johnson Controls International

Ticker: JCI

Sub-industry: Building products

Percentage of assets in Mexico: 9%

Market cap: $35 billion

Source: Goldman Sachs