Which major stocks would benefit from Ukraine winning the war?

So basically, I was lighting up my furnace in my cottage, and it hit me, there have to be some big winners (stocks wise) when Ukraine wins the war. Also, the peace negotiations made the markets rise today.

So any big-brain ideas regarding this topic?

I was thinking perhaps some European oil stocks would rise because it's pretty clear we won't be depending on Russian gas anymore, but those stocks already went up when the sanctions-hit Russian gas providers.

Let's discuss