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.
Published on September 29
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.
Unlike typical market cycles, this opportunity is backed by direct government policy designed to reshape where companies manufacture their products.
From concrete suppliers to industrial equipment makers, these companies are positioned at every stage of the factory-building process, capturing multiple revenue streams.
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.
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.
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.
Market cap breakdown for a basket focused on onshoring and industrial infrastructure companies.
IESC: $7.80B
EME: $28.67B
FLR: $6.82B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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16 of 17 assets in this group are rated Buy by professional analysts.
