U.S. Protectionism: American Advantage
This carefully selected group of stocks represents companies set to benefit from the new 35% tariff on Canadian imports. Our professional analysts have identified these U.S. businesses as being uniquely positioned to capture greater market share and increase their pricing power as foreign competition becomes more expensive.
Your Basket's Financial Footprint
Interpretation of the basket market capitalisation and investor takeaways, following FCA guidance and developer instructions.
- Large-cap concentration (~72%) generally implies lower volatility and more stable, broad-market‑like performance.
- Suitable as a core holding for diversification; may not be appropriate as a speculative, high-growth allocation.
- Likely to deliver steady long-term value rather than explosive, short-term gains.
NUE: $32.25B
STLD: $22.64B
CLF: $6.62B
- Other
About This Group of Stocks
Our Expert Thinking
These stocks represent a tactical play on a major shift in U.S. trade policy. As Canadian imports become 35% more expensive, domestic manufacturers of steel, aluminum, and industrial products are gaining a significant competitive edge, potentially boosting their revenue and profits without facing these new import costs.
What You Need to Know
This is an event-driven investment opportunity based on a specific government policy change. The companies in this group are primarily materials producers and processors that supply critical components to construction, automotive, and manufacturing industries—all sectors where domestic production now has a clear price advantage.
Why These Stocks
Each company was selected because its core operations are based in the United States, effectively shielding them from the new import duties. These businesses are directly positioned to capture market share from Canadian competitors and potentially raise prices as imports become more expensive.
Why You'll Want to Watch These Stocks
Protected by Policy
These companies just got a major advantage from the government. With the new 35% tariff on Canadian imports, U.S. manufacturers can raise prices and expand market share without facing the same overseas competition.
Made in America Momentum
As Canadian goods become significantly more expensive, companies producing steel, aluminum, and industrial products within U.S. borders are suddenly in a much stronger position to compete and grow.
Pricing Power Potential
When competition gets hit with a 35% tariff, domestic producers gain incredible flexibility to optimize their prices. This could translate directly into higher profit margins for these U.S. manufacturers.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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
Digital Trust Stocks | Cybersecurity Investment Opportunity
Fifteen global tech giants, led by Microsoft and Ericsson, have formed an alliance to establish a common framework for digital trust and security. This move signals a growing demand for specialized cybersecurity and verification technologies, creating an investment opportunity in companies that provide the essential tools for a trusted digital ecosystem.
Food Safety Stocks: What's Next After Costco Lawsuit
A recent lawsuit against Costco regarding salmonella in its rotisserie chicken has intensified focus on food safety across the grocery industry. This creates a potential investment opportunity in companies that provide testing, diagnostics, and supply chain verification services.
Founder-Controlled Stocks May Gain Focus in 2025
SpaceX is reportedly considering a dual-class share structure for its IPO to ensure founder Elon Musk retains control. This move could spark investor interest in other public companies where founders or insiders hold significant voting power through similar stock structures.