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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.

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Author avatar

Han Tan | Market Analyst

Updated 3 days ago | Published at mai 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

$145.91

AA

Alcoa Inc.

AA

Current price

$29.85

CAT

Caterpillar Inc.

CAT

Current price

$416.09

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

+12.61%

Group Performance Snapshot

12.61%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 12.61% 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.

2.3%

Group Growth

This group averaged a 2.3% return last month.

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.

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