Pharma's American Reshoring Wave
AstraZeneca is investing $50 billion to expand its U.S. manufacturing, partly in response to trade tariffs. This move could spark a wave of similar onshoring efforts, creating opportunities for companies that build, equip, and supply the growing domestic biopharmaceutical industry.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
About This Group of Stocks
Our Expert Thinking
AstraZeneca's massive $50 billion U.S. investment signals a major shift toward domestic pharmaceutical manufacturing. This trend, driven by tariff policies and supply chain resilience needs, creates a ripple effect across the entire biopharmaceutical ecosystem. We see this as a transformative moment that will benefit companies throughout the value chain.
What You Need to Know
This group focuses on the enablers of pharmaceutical reshoring rather than just the drug makers themselves. These companies build facilities, manufacture specialized equipment, and supply critical materials needed for domestic biopharmaceutical production. It's a play on the infrastructure and tools required for this industrial shift.
Why These Stocks
Each company was selected for its direct role in supporting pharmaceutical manufacturing expansion. From life sciences equipment makers to facility builders and raw material suppliers, these stocks are positioned to capture demand from large-scale capital projects as the industry builds out domestic capacity.
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:
+87.33%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 87.33% over the next year.
Stocks Rated Buy by Analysts
14 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Manufacturing Renaissance
AstraZeneca's $50 billion commitment is just the beginning. This massive investment could trigger a wave of similar moves by other pharmaceutical giants, creating sustained demand for the companies that build and equip these facilities.
Policy-Driven Momentum
U.S. tariff policies and supply chain security concerns are driving this reshoring trend. These aren't temporary market shifts but strategic moves backed by government support and long-term industrial policy.
Infrastructure Play
While everyone focuses on the drug makers, the real opportunity might be in the picks and shovels. These companies provide the essential tools, equipment, and services that make pharmaceutical manufacturing possible.
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.