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16 handpicked stocks

Trump's Tariff Ripple Effect

These carefully selected stocks represent US companies likely to benefit from expanded tariffs on foreign imports. Our professional analysts have identified domestic manufacturers and steel producers positioned to gain market share as their international competitors face higher costs.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 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

As the largest steel producer in the US, Nucor stands to gain from tariffs that increase the price of imported steel.

STLD

Steel Dynamics Inc.

STLD

Current price

$126.42

This domestic steel producer and metal recycler is well-positioned to benefit from protectionist measures that raise the cost of foreign steel.

CLF

Cliffs Natural Resources Inc.

CLF

Current price

$10.41

As a vertically integrated steelmaker, Cliffs benefits from tariffs that protect the domestic market, particularly in the automotive sector.

About This Group of Stocks

1

Our Expert Thinking

The expansion of tariffs to more countries and goods creates a competitive advantage for American companies. These businesses source materials and produce goods domestically, avoiding the import costs their foreign competitors now face. This policy shift creates an opportunity for US manufacturers to capture market share.

2

What You Need to Know

This collection represents a tactical investment opportunity tied to specific trade policies. The stocks are primarily US-based industrial, steel, and manufacturing companies operating at the core of domestic supply chains. These businesses stand to benefit as tariffs increase costs for international competitors.

3

Why These Stocks

Each company in this group was selected because its domestic operations create a direct advantage in a protectionist trade environment. Our analysts identified businesses positioned to benefit from reduced competition, increased market share, and potential revenue growth as a result of the expanded tariff policies.

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

+13.27%

Group Performance Snapshot

13.27%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 13.27% over the next year.

9 of 14

Stocks Rated Buy by Analysts

9 of 14 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

🛡️

Protected by Policy

These companies have a unique advantage created by government trade policy. As tariffs increase costs for foreign competitors, these domestic manufacturers could see their market position strengthen.

🏭

Made in America Momentum

The expanding tariffs are encouraging more companies to source materials and manufacture in the US. These stocks represent businesses already positioned to capitalize on this "reshoring" trend.

💰

Potential Profit from Trade Shifts

When foreign competitors face higher costs, US companies often gain pricing power and market share. These stocks were selected because they operate in sectors directly impacted by the expanded tariff policies.

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