Basket cover image
10 handpicked stocks

Trump Tariffs: Will They Work?

Could these stocks be long-term winners from President Trump's trade war? Our analysts have carefully selected companies that might benefit if Trump's tariff strategy delivers the manufacturing revival he's promising.

stock
stock
stock
stock
stock
stock
stock
stock
stock
stock
Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at May 11

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

NUE

Nucor Corporation

NUE

Current price

$145.41

AA

Alcoa Inc.

AA

Current price

$31.27

CAT

Caterpillar Inc.

CAT

Current price

$407.79

About This Group of Stocks

1

Our Expert Thinking

President Trump has implemented widespread tariffs on imports from major trading partners like China, Europe, and Canada. This collection focuses on US companies that could benefit if these protectionist policies successfully reduce foreign competition and strengthen domestic manufacturing.

2

What You Need to Know

These tariffs represent the biggest shake-up to global trade in nearly a century. While they've initially caused market volatility, they could create opportunities for US companies in steel, aluminum, auto manufacturing, semiconductors, and retail with strong domestic supply chains.

3

Why These Stocks

We've handpicked companies across key sectors targeted by Trump's policy - from industrial manufacturers to technology firms. These selections represent businesses that might gain competitive advantages if the tariffs achieve their intended goals of reviving US manufacturing and employment.

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:

$1,000.00

+13.12%

Group Performance Snapshot

13.12%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 13.12% over the next year.

7 of 10

Stocks Rated Buy by Analysts

7 of 10 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🏭

America's Manufacturing Revival

These companies could be at the forefront of a potential US manufacturing resurgence that hasn't been seen in decades. If Trump's tariff strategy works, they might be positioned for substantial growth.

🌎

Century-Defining Trade Shift

We're witnessing the biggest change to global trade policies since 1930. Getting in early on the right companies could mean capturing value from this historic economic realignment.

🏆

Potential Domestic Champions

With foreign competition potentially reduced, these American companies might gain market share and pricing power in their industries. They're selected from sectors specifically targeted for protection.

Why Invest with Nemo Money?

Nemo Logo Fade
🆓

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

Consumer Caution: Value Prevails

Consumer Caution: Value Prevails

A sharp drop in consumer sentiment, driven by persistent inflation fears, signals a potential shift in household spending. This theme focuses on companies poised to benefit as consumers prioritize essential goods and seek value.

View stocks
Refining a New Opportunity: Venezuelan Crude Returns

Refining a New Opportunity: Venezuelan Crude Returns

Following a renewed U.S. license, Chevron has resumed oil shipments from Venezuela, creating a new supply of heavy crude for the market. This development presents a potential investment opportunity in U.S. refiners and logistics firms positioned to benefit from this strategic shift.

View stocks
Consumer Strength: The Retail Rebound

Consumer Strength: The Retail Rebound

A surprising surge in U.S. retail sales, driven by strong automotive and home furnishing purchases, signals continued consumer strength despite economic headwinds. This theme focuses on retailers and manufacturers in these key discretionary sectors that are benefiting from the robust consumer demand.

View stocks
View All

Frequently Asked Questions

Everything you need to know about the product and billing.