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15 handpicked stocks

Friend-Shoring Fund

Capitalize on a major economic shift as companies move supply chains to friendly, stable countries. These carefully selected stocks represent the industrial, tech, and logistics leaders building tomorrow's resilient trade networks, chosen by our expert analysts for growth potential.

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Author avatar

Han Tan | Market Analyst

Updated 3 days ago | Published at juin 17

Top Picks from This Group

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

SYM

Symbotic Inc

SYM

Current price

$46.80

Its AI-powered warehouse automation platform is essential for building the efficient, next-generation logistics hubs required by reshored supply chain...

Its AI-powered warehouse automation platform is essential for building the efficient, next-generation logistics hubs required by reshored supply chains.

ROK

Rockwell Automation Inc.

ROK

Current price

$343.51

A leader in industrial automation and digital transformation solutions, which are critical for establishing modern, competitive manufacturing capabili...

A leader in industrial automation and digital transformation solutions, which are critical for establishing modern, competitive manufacturing capabilities domestically.

GXO

GXO Logistics, Inc.

GXO

Current price

$53.34

Specializes in value-added warehousing and distribution, enabling companies to outsource and scale their new, localized supply chain operations.

About This Group of Stocks

1

Our Expert Thinking

We're witnessing a profound transformation in global trade as geopolitical risks push companies to relocate supply chains to allied nations. This multi-decade trend is driving massive capital investment into new manufacturing facilities, logistics networks, and digital infrastructure in politically stable regions.

2

What You Need to Know

This collection focuses on established companies that provide the physical and digital backbone for this economic shift. These stocks span industrial automation, transportation, logistics, and infrastructure sectors, offering exposure to a durable trend supported by both corporate strategy and government policy.

3

Why These Stocks

These companies were specifically selected because they directly benefit from the friend-shoring movement. Each provides essential services or technologies needed to build, operate, and connect new supply chains in friendly territories, positioning them for sustained growth as this strategic relocation continues.

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

+5.53%

Group Performance Snapshot

5.53%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 5.53% over the next year.

14 of 15

Stocks Rated Buy by Analysts

14 of 15 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

🌎

Riding A Global Mega-Trend

These companies stand at the forefront of a historic economic shift. As supply chains relocate to friendly nations, billions in capital spending creates massive opportunities for these well-positioned players.

🔐

Government-Backed Growth

National security concerns and trade policies are actively pushing this trend forward. These companies benefit from both public incentives and private investment as supply chain security becomes a top priority worldwide.

📊

Long-Term Value Creation

Unlike short-lived market fads, the friend-shoring movement represents a fundamental restructuring of global trade that could last decades. These stocks offer exposure to this sustained transition.

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