Market turmoil due to tariffs is shaking up stocks, but Hightower Chief Investment Strategist and Portfolio Manager Stephanie Link sees opportunity in the chaos.

With $5.4 billion in assets under management, Link is putting money to work in four stocks she believes have strong upside: Amazon.com Inc AMZN, Palo Alto Networks Inc PANW, Target Corp TGT and NextEra Energy Inc NEE.

Amazon: Dominating Retail Even In Uncertain Times

"In terms of retail, the big are getting bigger," Link says. "Amazon actually grew their market share 410 basis points in the past quarter, and profitability is on the rise."

Link sees further acceleration in Amazon's growth in the second half of the year, despite some capacity constraints. She believes its continued margin expansion and dominance in e-commerce make it a standout pick for long-term investors.

Palo Alto Networks: A Cybersecurity Bargain?

"I only started buying Palo Alto last month, as I am a big believer in cybersecurity, and Palo Alto is one of the top five players in the sector," Link explains.

She notes that while the stock is down 14% since her initial purchase, its push into platformization could unlock a $15 billion annualized recurring revenue opportunity. With a valuation still cheaper than CrowdStrike's, she views Palo Alto as a compelling long-term buy.

Target: A Retail Recovery Play

"Target may seem like a bit of a risk, as they're currently down 24% since February, but we are seeing hints of improvement," says Link.

The retailer has struggled with product mix and declining traffic, but recent quarters have shown signs of a turnaround. Link believes that if Target can build on this momentum and deliver consistent results, investor confidence will return.

Nextera Energy: A Rare Discount On A Top Utility

"I had never owned Nextera because it has always been too expensive, on average trading at 30 times price-to-sales, but it is now trading at 18 times and is down 15% from its high," Link says.

She highlights its joint venture with GE Vernova, which focuses on natural gas plants and energy solutions for data centers, as a strong long-term driver. With a solid balance sheet and a rare discount, Link sees Nextera as a compelling buy at these levels.