Onshoring Stocks: Could New Tariffs Boost Manufacturing?
The Trump administration has imposed new tariffs on pharmaceuticals, trucks, and furniture to spur domestic production. This creates an investment opportunity in U.S.-based construction, engineering, and industrial companies poised to benefit from the push to build new manufacturing plants.
Your Basket's Financial Footprint
Market cap breakdown for a basket focused on onshoring and industrial infrastructure companies.
- Large-cap weighting generally brings stability and lower volatility; returns aren't guaranteed and values can fall.
- Use as a core portfolio holding for broad industrial exposure, not a speculative high-growth position.
- Expect steady long-term value rather than explosive short-term gains; monitor sector risks and diversification needs.
IESC: $7.80B
EME: $28.67B
FLR: $6.82B
- Other
About This Group of Stocks
Our Expert Thinking
New tariffs on pharmaceuticals, trucks, and furniture are creating powerful incentives for companies to build manufacturing facilities in the U.S. rather than import goods. This policy shift could drive a significant wave of domestic capital investment, benefiting the entire industrial value chain from construction to equipment suppliers.
What You Need to Know
This group focuses on cyclical opportunities tied to increased domestic manufacturing investment. The companies span engineering, construction, raw materials, and industrial equipment - all essential components needed to build and outfit new production facilities across America.
Why These Stocks
These companies were handpicked by professional analysts for their strategic positioning in the onshoring value chain. Each firm is positioned to capture revenue from the policy-driven push to relocate manufacturing operations to the U.S., representing a targeted approach to this emerging trend.
Why You'll Want to Watch These Stocks
Manufacturing Renaissance
New tariffs are creating the strongest incentive in decades for companies to build factories on American soil. This could spark a multi-year construction and investment boom.
Policy-Driven Catalyst
Unlike typical market cycles, this opportunity is backed by direct government policy designed to reshape where companies manufacture their products.
Value Chain Winners
From concrete suppliers to industrial equipment makers, these companies are positioned at every stage of the factory-building process, capturing multiple revenue streams.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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
UAE Sustainable Urban Development | Smart City Stocks
The UAE's strategic push towards economic diversification and world-class cities creates significant opportunities in urban infrastructure. This basket offers exposure to US and EU-listed global firms that supply the technology and materials for these ambitious projects.
UAE Manufacturing Surge | Picks and Shovels Approach
The United Arab Emirates is rapidly expanding its non-oil economy, driving significant demand for industrial infrastructure and materials. This basket offers exposure to the global US/EU-listed companies supplying the essential equipment, chemicals, and engineering services for this growth.
UAE Tech Infrastructure: Risks in Global Supply Chain
The UAE's economic diversification is heavily reliant on building a world-class digital foundation for businesses and residents. This basket offers exposure to the international technology and hardware companies that supply the essential infrastructure for this national project.