Supply Chain Chokepoints
These companies control essential, non-replicable parts of global production that entire industries depend on. Carefully selected by our analysts, this collection features businesses with unique monopoly-like positions that give them exceptional pricing power and hard-to-beat competitive advantages.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
MP Materials Corp.
MP
Current price
$75.03
Operates North America's only scaled rare earth mining and processing facility, a critical chokepoint for materials essential to electrification and d...
Operates North America's only scaled rare earth mining and processing facility, a critical chokepoint for materials essential to electrification and defense.
Join Nemo FREE today and unlock every stock.
It only takes 60 seconds.
About This Group of Stocks
Our Expert Thinking
These companies own critical links in global supply chains that can't be easily replaced. They've established near-monopolies over specific, essential products or services—creating bottlenecks that make them indispensable to their customers and industries. This unique position gives them substantial control over pricing and remarkable stability.
What You Need to Know
These stocks often display defensive growth characteristics in volatile markets since their products remain necessary regardless of economic conditions. Recent geopolitical tensions and efforts to re-shore manufacturing have highlighted the strategic importance of these companies, potentially enhancing their value and creating additional investment opportunities.
Why These Stocks
We specifically sought out companies that dominate crucial, narrow segments of production or distribution networks. Each business has established itself as an unavoidable checkpoint in their industry, providing specialized components, rare materials, proprietary technologies, or unique services that grant them extraordinary competitive advantages.
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:
+8.10%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 8.1% over the next year.
Stocks Rated Buy by Analysts
12 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
The Irreplaceable Advantage
These companies own choke points that entire industries depend on. When a business controls something everyone needs but nobody else can provide, they enjoy remarkable stability and pricing power.
Rising Geopolitical Value
Global supply chain vulnerabilities are under intense scrutiny. As governments and corporations race to secure critical resources and technologies, these bottleneck providers become increasingly valuable strategic assets.
Built-In Safety Net
Companies with monopoly-like positions on essential components tend to maintain demand even during economic downturns. Their customers simply can't function without them, providing a unique defensive quality most stocks lack.
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.