Fortress America: Insulated From Trade Wars
Puma's recent profit warning, driven by U.S. tariffs, highlights the significant financial risks associated with global trade disputes. This event underscores a potential investment opportunity in companies with primarily domestic supply chains that are better insulated from such geopolitical volatility.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Join Nemo FREE today and unlock every stock
It only takes 60 seconds.
About This Group of Stocks
Our Expert Thinking
Recent events like Puma's tariff-driven profit warning highlight the risks facing companies with global supply chains. We've identified businesses with predominantly domestic operations that may offer greater stability during trade disputes and geopolitical tensions.
What You Need to Know
This group focuses on companies operating primarily within U.S. borders, spanning domestic logistics, construction materials, and U.S.-based manufacturing. These businesses face reduced exposure to import duties and international shipping complexities that can impact earnings.
Why These Stocks
Each company was handpicked by professional analysts for their defensive positioning against tariff-related market shocks. Their operational structures offer potential insulation from the headline risks affecting globally-oriented firms, making them tactical portfolio additions.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+9.00%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 9% over the next year.
Stocks Rated Buy by Analysts
10 of 16 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Trade War Protection
While global companies face tariff headwinds, these domestic-focused businesses offer potential shelter from international trade disputes that can devastate earnings overnight.
Made in America Advantage
Companies with U.S.-based supply chains are positioned to benefit from reshoring trends and avoid the supply chain disruptions that plague internationally dependent competitors.
Stability in Uncertainty
When headlines about trade wars send global stocks tumbling, these domestically insulated companies may offer the earnings predictability that investors crave during volatile times.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Uncle Sam's Semiconductor Stake
The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.
The Cybersecurity Consolidation Wave
Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.
American Chipmakers: A Tariff-Driven Shift
President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.
Frequently Asked Questions
Everything you need to know about the product and billing.