The Protectionist Pivot
A carefully selected group of US companies positioned to benefit from rising trade barriers and tariffs. These stocks represent businesses with strong domestic operations that may gain advantages as protectionist policies reshape global trade.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Nucor Corporation
NUE
Current price
$145.41
As the largest US steel producer, Nucor is a primary beneficiary of tariffs on imported steel, which limits foreign competition and supports domestic ...
As the largest US steel producer, Nucor is a primary beneficiary of tariffs on imported steel, which limits foreign competition and supports domestic pricing.
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About This Group of Stocks
Our Expert Thinking
With the IMF forecasting global economic slowdowns due to trade tensions, we've identified US companies likely to benefit from protectionist policies. These businesses have strong domestic operations and limited international supply chain exposure, providing potential shelter from global trade disruptions.
What You Need to Know
This group includes US steel producers, domestic manufacturers, and American consumer brands. These companies may gain competitive advantages as tariffs increase costs for foreign competitors, potentially leading to greater market share and pricing power within US markets.
Why These Stocks
Each company was selected based on its domestic production capacity and limited exposure to international supply chains. This positioning helps insulate them from trade disputes while potentially allowing them to capitalize on protectionist measures that favor American-made products.
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:
+12.38%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 12.38% over the next year.
Stocks Rated Buy by Analysts
9 of 14 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Tariff-Protected Advantage
These companies may gain a competitive edge as trade barriers increase costs for foreign rivals. This protection could translate to stronger pricing power and expanded market share in key segments.
The Reshoring Revolution
As global supply chains face disruption, businesses are bringing production back to America. These stocks represent companies at the forefront of this domestic manufacturing renaissance.
Hidden From Global Chaos
While international markets may face volatility from trade tensions, these domestically-focused companies operate largely shielded from cross-border disputes and supply chain uncertainties.
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Frequently Asked Questions
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