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15 handpicked stocks

Friend-Shoring Fund

Capitalize on a major economic shift as companies move supply chains to friendly, stable countries. These carefully selected stocks represent the industrial, tech, and logistics leaders building tomorrow's resilient trade networks, chosen by our expert analysts for growth potential.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Structured data and investor key points for the Friend-Shoring Fund market capitalisation and holdings.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and closer tracking of broad market moves, reducing idiosyncratic risk.
  • Suitable as a core holding for diversified portfolios, not primarily a speculative growth sleeve.
  • Expect steady, long-term appreciation rather than rapid, short-term gains; growth is likely moderate.
Total Market Cap
  • SYM: $41.27B

  • ROK: $39.82B

  • GXO: $6.31B

  • Other

About This Group of Stocks

1

Our Expert Thinking

We're witnessing a profound transformation in global trade as geopolitical risks push companies to relocate supply chains to allied nations. This multi-decade trend is driving massive capital investment into new manufacturing facilities, logistics networks, and digital infrastructure in politically stable regions.

2

What You Need to Know

This collection focuses on established companies that provide the physical and digital backbone for this economic shift. These stocks span industrial automation, transportation, logistics, and infrastructure sectors, offering exposure to a durable trend supported by both corporate strategy and government policy.

3

Why These Stocks

These companies were specifically selected because they directly benefit from the friend-shoring movement. Each provides essential services or technologies needed to build, operate, and connect new supply chains in friendly territories, positioning them for sustained growth as this strategic relocation continues.

Why You'll Want to Watch These Stocks

🌎

Riding A Global Mega-Trend

These companies stand at the forefront of a historic economic shift. As supply chains relocate to friendly nations, billions in capital spending creates massive opportunities for these well-positioned players.

🔐

Government-Backed Growth

National security concerns and trade policies are actively pushing this trend forward. These companies benefit from both public incentives and private investment as supply chain security becomes a top priority worldwide.

📊

Long-Term Value Creation

Unlike short-lived market fads, the friend-shoring movement represents a fundamental restructuring of global trade that could last decades. These stocks offer exposure to this sustained transition.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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