Made in America Stocks: How Reshoring Could Shape the 2025 Market

By Mark Sheridan

Jun 12, 2025

5 min read

Factories are coming home, and investors who spot the trend early could cash in. Discover the public companies positioned to benefit from America’s manufacturing comeback.

“Made in America” stocks are gaining appeal as reshoring accelerates U.S. manufacturing. Many of these made in America stocks are quietly outperforming as investors seek exposure to U.S.-based production. After decades of outsourcing, North American companies are bringing manufacturing back home, and that shift could fuel the next wave of winners in your portfolio.

Since the 1970s, more than 60,000 U.S. factories have moved operations overseas to cut costs1. Now, thanks to supply chain chaos, rising tariffs, energy risks, and global tensions, that trend is reversing fast. The pursuit of supply chain stability is pushing companies to reevaluate the long-term costs of offshore dependency.

In 2025, this reshoring movement is expected to accelerate, unlocking opportunities in sectors most investors are overlooking. We're talking about publicly traded companies in:

  • Industrial tech and automation: Powering smarter, leaner production at home.

  • Building products and packaging: Supplying the raw materials for new facilities.

  • Chemicals and engineered equipment: Enabling domestic manufacturing scale-up.

  • EVs and clean energy: Riding the wave of U.S. energy independence.

This isn’t just a macroeconomic shift; it’s a portfolio event. The companies poised to benefit are already listed and investable today.

Factories are coming home. After decades of offshoring, companies are moving production back to the US and Canada, a seismic shift called reshoring.

Why now? Global chaos has shaken confidence in overseas supply chains. From COVID to wars in Ukraine and the Middle East, companies are realizing it’s risky to rely on distant, unstable regions for critical goods. Instead, they want supply chains closer to home, faster, safer, and more secure. Modern supply chain management now prioritizes proximity, redundancy, and agility over pure cost-cutting.

For investors, this is big. It’s not just a logistics story; it’s a multi-billion-dollar investment wave.

Governments are handing out tax breaks and subsidies to support local manufacturing. Automation is making domestic factories competitive again. And entire sectors, from EVs to semiconductors to pharma, are being rebuilt on North American soil.

That means new winners are emerging. Companies that build infrastructure, supply robotics, make advanced materials, or operate in strategic regions could benefit massively. This isn’t a short-term trend. It’s a long-term transformation with huge investment potential.

So the question is: are you positioned for it? Let’s break down how reshoring is unfolding and where the opportunities lie.

#Where the Smart Money’s Going: Sectors Set to Explode

Retail investors can’t afford to ignore this. When factories come home, entire supply chains are rebuilt from scratch, and someone gets paid at every step. The biggest winners won’t just be the household names. Some of the best-positioned stocks are flying under Wall Street’s radar.

Focus on companies that:

  • Build or upgrade U.S. factories

  • Supply packaging, chemicals, or components

  • Deliver smart automation or clean energy

  • Own the real estate under it all

Investors are increasingly eyeing opportunities in sectors that benefit from localized production, such as advanced manufacturing, technology, infrastructure, and logistics. In the United States, these opportunities span manufacturing, logistics, and infrastructure redevelopment.

Additionally, North American real estate markets in strategic locations are experiencing increased interest from companies setting up or expanding domestic manufacturing sites, making industrial property a growing asset class2.

For investors, the ongoing reshoring trend presents long-term growth opportunities in sectors that build and sustain resilient, local supply chains. This shift promises more predictable returns by reducing exposure to global disruptions and aligns with a broader focus on sustainable and environmentally responsible investing.

#Want Early Gains? Watch These Under-the-Radar Sectors

Reshoring isn't just about factories. It's about rebuilding entire supply chains from the ground up. That means the potential for huge upside for the companies providing tools, tech, materials, and real estate to make it happen.

Here are the sectors set to ride this trend:

Industrial Tech: Automate or Die

Factories can't compete without robotics, sensors, and software. These companies make reshoring cost-effective:

These firms are not only growing revenue, but many also boast strong free cash flow, supporting reinvestment and dividends.

Building Materials: U.S. Infrastructure Boom

Walls, floors, roofs, and wiring—reshoring means a surge in demand for physical goods. These firms are well-positioned:

Chemicals and Components: Back from Overseas

Chemical production and industrial inputs are coming home. That spells growth for:

EV and Clean Energy: Powering the Shift

Reshoring goes hand-in-hand with energy independence. These U.S. clean energy and EV leaders could see explosive demand:

Packaging: Built for Speed and Security

Closer supply chains need faster, localized packaging. That boosts demand for:

  • Amcor (NYSE: AMCR)

  • Smurfit WestRock (NYSE: SW)

  • Ball Corp. (NYSE: BALL)

Semiconductors: Security-Driven Growth

National security and tech independence are pushing chips back to U.S. soil. These firms are in the spotlight:

  • NVIDIA (NASDAQ: NVDA)

  • AMD (NASDAQ: AMD)

  • Apple (NASDAQ: AAPL)

Industrial Real Estate: Ground-Floor Opportunity

Factories need land. These companies own or develop the space where new production happens. Think REITs and logistics infrastructure. Owning the land behind production can deliver long-term gains as companies prioritize supply chain stability through local presence.

#What’s Driving Reshoring? Follow the Money

  • Billions in incentives: U.S. and Canadian governments are handing out tax breaks, grants, and subsidies for domestic production.

  • New trade priorities: The USMCA and tariff pressures are making nearshoring more attractive than ever.

  • Energy security: U.S. energy dominance fuels local manufacturing cheaply and reliably.

  • Automation advances: Domestic labor may be expensive, but robots don’t call in sick or demand overseas shipping.

#What to Watch Going Forward

  • Policy stability: Tariff volatility could disrupt reshoring plans

  • Friend‑shoring pressures: Lower‑cost nearshore options may slow full return to the U.S.

  • Macro risks: Labor shortages, higher wages, and potential recession could affect factory setups and capex.

#Are You Positioned for the Next Manufacturing Boom?

This is more than a trend. It’s a long-term transformation of how North America makes, moves, and powers the things we use every day.

The smart money is already moving in. If you're not yet watching made in America stocks, you could miss one of the decade’s most durable investment shifts. The question is: Will you get there before the crowd?

Could This Be One of Canada’s Most Advantageous Mining Districts?

Not all jurisdictions are created equal. One mining region is gaining attention with its year-round access and favorable permitting timelines.

And now, one junior explorer is moving quickly with a fully funded program already underway, currently drilling shallow targets in an area that has seen increased exploration due to logistical advantages and low operating costs.

Want to learn more? Explore the advantages of this location.

Related Articles:

Explore more on these topics:

Metals and Mining Semiconductors Chemicals Materials Industrials Energy

Important Notice And Disclaimer

This article does not provide any financial advice and is not a recommendation to deal in any securities or product. Investments may fall in value and an investor may lose some or all of their investment. Past performance is not an indicator of future performance.