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17 handpicked stocks

Skills Over Scrolls: The Trade School Boom

Mike Rowe's proposal to redirect federal grants from elite universities to trade schools could reshape education funding in America. This carefully selected group of stocks includes companies that stand to benefit if billions flow into vocational training—from tool manufacturers to trade schools themselves.

Author avatar

Han Tan | Market Analyst

Published on July 1

Your Basket's Financial Footprint

This basket's total market capitalisation is $1.00T, and it is heavily anchored by a few very large-cap holdings.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and closer tracking of established market performance.
  • Use this as a core, diversified holding rather than a speculative or high-growth allocation.
  • Likely to deliver steady, long-term value rather than explosive short-term gains.
Total Market Cap
  • FAST: $49.73B

  • SWK: $10.97B

  • LINC: $730.39M

  • Other

About This Group of Stocks

1

Our Expert Thinking

These companies are positioned at the crossroads of policy and industry need. If federal funding shifts toward vocational education, billions could flow into an ecosystem that trains and employs skilled workers—potentially creating significant growth opportunities across multiple sectors.

2

What You Need to Know

This group offers exposure to America's skilled labor gap solution. It spans industries from industrial tool manufacturers and building supply distributors to technical colleges and specialized staffing firms—capturing the entire value chain from classroom to job site.

3

Why These Stocks

Each company was selected based on its potential to directly benefit from increased vocational training investment. These businesses either supply the tools and materials needed for training, provide the education itself, or employ graduates with in-demand skills.

Why You'll Want to Watch These Stocks

🔧

America's $1.2 Trillion Skills Gap

The US faces a massive shortage of skilled tradespeople that's costing the economy billions. These companies provide the solutions to close this gap and could see substantial growth as policy shifts toward vocational training.

💰

Follow the Federal Funding

If Mike Rowe's proposal succeeds, billions in education grants could redirect from universities to trade schools. These companies stand at the receiving end of that potential funding waterfall.

🎓

The Anti-College Play

With student debt at record highs and many questioning the value of traditional degrees, these companies offer exposure to the growing alternative: practical skills education that leads directly to well-paying jobs.

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

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