Public beta · Research & analysis only — not investment advice

Reshoring

Multi-year investment theme · Current Ideas attach below · Not investment advice

Companies (50)

Market Leaders

BOEING COBA · Industrials87$175B GENERAL ELECTRIC COGE · Industrials83$375B NORFOLK SOUTHERN CORPNSC · Industrials78$71B Bloom Energy CorpBE · Industrials76$70B UNION PACIFIC CORPUNP · Industrials75$170B LOCKHEED MARTIN CORPLMT · Industrials72$121B QUANTA SERVICES, INC.PWR · Industrials72$99B GE Vernova Inc.GEV · Industrials71$293B ILLINOIS TOOL WORKS INCITW · Industrials71$73B Trane Technologies plcTT · Industrials69$106B TransDigm Group INCTDG · Industrials67$68B GENERAL DYNAMICS CORPGD · Industrials66$101B COMFORT SYSTEMS USA INCFIX · Industrials65$64B Eaton Corp plcETN · Industrials64$158B Parker-Hannifin CorpPH · Industrials64$121B ROCKWELL AUTOMATION, INCROK · Industrials64$50B Vertiv Holdings CoVRT · Industrials62$122B Johnson Controls International plcJCI · Industrials61$84B NORTHROP GRUMMAN CORP /DE/NOC · Industrials61$79B Ternium S.A.TX · Materials60$89B AMETEK INC/AME · Industrials60$54B Howmet Aerospace Inc.HWM · Industrials56$108B CARRIER GLOBAL CorpCARR · Industrials56$63B CUMMINS INCCMI · Industrials55$93B

Established Players

Vulcan Materials COVMC · Materials75$34B STEEL DYNAMICS INCSTLD · Materials74$35B BWX Technologies, Inc.BWXT · Industrials71$18B Rocket Lab CorpRKLB · Industrials68$47B JACOBS SOLUTIONS INC.J · Industrials68$15B Ingersoll Rand Inc.IR · Industrials63$32B BRUNSWICK CORPBC · Industrials62$6B PENTAIR plcPNR · Industrials61$12B HUBBELL INCHUBB · Technology60$26B AXON ENTERPRISE, INC.AXON · Industrials54$46B TEXTRON INCTXT · Industrials54$16B Forgent Power Solutions, Inc.FPS · Industrials51$17B CAE INCCAE · Industrials$8B STANTEC INCSTN · Healthcare$8B Arcosa, Inc.ACA · Industrials$7B

Emerging & Small-Cap

FUELCELL ENERGY INCFCEL · Industrials76$1B T1 Energy Inc.TE · Industrials63$2B Titan America SATTAM · Materials62$3B Enovix CorpENVX · Industrials59$1B Fluence Energy, Inc.FLNC · Industrials55$4B Draganfly Inc.DPRO · Industrials50$184M Voyager Technologies, Inc./DEVOYG · Industrials48$2B Algoma Steel Group Inc.ASTL · Industrials43$379M DMC Global Inc.BOOM · Materials42$124M NightFood Holdings, Inc.NGTF · Industrials42 ESS Tech, Inc.GWH · Industrials$25M

Related Industries

apparel manufacturing staffing employment services trucking services steel building materials railroads building products equipment electrical equipment parts engineering construction aerospace defense specialty industrial machinery misc industrial commercial machinery equipment heavy construction other than bldg const contractors electrical work construction mining materials handling machinery equip

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Theme data derived from AlphaOS Knowledge Graph and ETF holdings analysis. Content is for research and education only — not investment advice.