U.S. Auto Tariff Shield: Domestic Winners
This carefully selected group of stocks represents American automotive companies positioned to benefit from U.S. tariffs on imported vehicles. These domestic manufacturers and suppliers have a competitive pricing advantage that could lead to increased market share and profits.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
About This Group of Stocks
Our Expert Thinking
Recent U.S. tariffs on imported vehicles have created a competitive advantage for domestic automakers and suppliers. Companies with U.S. manufacturing facilities can avoid these import duties, making their products more attractively priced compared to foreign competitors like Volvo who are now reporting significant profit declines.
What You Need to Know
This collection spans the entire automotive value chain, including manufacturers (GM, Ford, Stellantis), parts suppliers, dealerships, and aftermarket service providers. These companies are positioned to capture increased market share and potentially expand profit margins as import-dependent competitors face pricing challenges.
Why These Stocks
We've selected companies across the full automotive ecosystem with substantial U.S. operations that shield them from import tariffs. This creates a protective "moat" around their businesses, potentially allowing them to gain customers from international competitors who must now raise prices or absorb tariff costs.
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:
+11.48%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 11.48% over the next year.
Stocks Rated Buy by Analysts
10 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Protected from Foreign Competition
These companies operate behind a tariff "shield" that makes their foreign competitors' products more expensive. This built-in price advantage could translate directly to higher profits and market share.
Made in America Momentum
With Volvo and other foreign automakers reporting major profit drops due to tariffs, American manufacturers are positioned to fill the gap. This shift to domestic production creates a potentially lasting advantage.
Policy Winners You Shouldn't Miss
Trade policies are creating clear winners and losers in the auto industry. This carefully selected group represents companies that stand to benefit from this shift, from manufacturing all the way to parts and service.
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
Uncle Sam's Semiconductor Stake
The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.
The Cybersecurity Consolidation Wave
Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.
American Chipmakers: A Tariff-Driven Shift
President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.
Frequently Asked Questions
Everything you need to know about the product and billing.