Mike Rowe's proposal to redirect federal grants from elite universities to trade schools could reshape education funding in America. This carefully selected group of stocks includes companies that stand to benefit if billions flow into vocational training—from tool manufacturers to trade schools themselves.
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Published on July 1
The US faces a massive shortage of skilled tradespeople that's costing the economy billions. These companies provide the solutions to close this gap and could see substantial growth as policy shifts toward vocational training.
If Mike Rowe's proposal succeeds, billions in education grants could redirect from universities to trade schools. These companies stand at the receiving end of that potential funding waterfall.
With student debt at record highs and many questioning the value of traditional degrees, these companies offer exposure to the growing alternative: practical skills education that leads directly to well-paying jobs.
These companies are positioned at the crossroads of policy and industry need. If federal funding shifts toward vocational education, billions could flow into an ecosystem that trains and employs skilled workers—potentially creating significant growth opportunities across multiple sectors.
This group offers exposure to America's skilled labor gap solution. It spans industries from industrial tool manufacturers and building supply distributors to technical colleges and specialized staffing firms—capturing the entire value chain from classroom to job site.
Each company was selected based on its potential to directly benefit from increased vocational training investment. These businesses either supply the tools and materials needed for training, provide the education itself, or employ graduates with in-demand skills.
This basket's total market capitalisation is $1.00T, and it is heavily anchored by a few very large-cap holdings.
FAST: $49.73B
SWK: $10.97B
LINC: $730.39M
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
FASTENAL
FAST
Current Price
$51.18
As a leading distributor of industrial and construction supplies, Fastenal would directly benefit from increased activity in trade schools and skilled...
As a leading distributor of industrial and construction supplies, Fastenal would directly benefit from increased activity in trade schools and skilled labor industries.
STANLEY BLACK & DECKER INC
SWK
Current Price
$99.06
A major manufacturer of hand and power tools, like DeWalt and Craftsman, which are fundamental for students in trade schools and professionals in the ...
A major manufacturer of hand and power tools, like DeWalt and Craftsman, which are fundamental for students in trade schools and professionals in the field.
LINCOLN EDUCATIONAL SERVICES CORP
LINC
Current Price
$25.93
A direct provider of career-oriented post-secondary education in skilled trades, making it a primary beneficiary of increased funding for vocational t...
A direct provider of career-oriented post-secondary education in skilled trades, making it a primary beneficiary of increased funding for vocational training.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+10.93%
On average, analysts expect assets in this group to grow 10.93% over the next year.
8 of 16 assets in this group are rated Buy by professional analysts.
