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Why it matters
Beneficiaries of bringing manufacturing home. These themes often connect to policy, commodity cycles, infrastructure spending and long investment lead times.
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Reshoring & Industrial Onshoring
Beneficiaries of bringing manufacturing home.
Supply-chain security and industrial policy are pulling manufacturing back onshore, benefiting the machinery, electrical-equipment, materials and construction firms that build and equip domestic capacity. This collection curates the leading beneficiaries.
What to check next
Check backlog quality, project execution, input costs, balance-sheet resilience and sensitivity to commodity prices or government budgets.
Main risk
Cyclical demand, cost overruns, regulation and commodity volatility can overwhelm even a strong long-term infrastructure or energy story.
| Company | Market | Market Cap | Reward | Risk | Yield | |
|---|---|---|---|---|---|---|
| Caterpillar IncCAT | $388.6B | 0.8% | ||||
| Deere & CompanyDE | $185.2B | 1.0% | ||||
| Eaton Corporation PLCETN | $169.3B | 1.0% | ||||
| Parker-Hannifin CorporationPH | $122.7B | 0.8% | ||||
| Quanta Services IncPWR | $101.7B | 0.1% | ||||
| Emerson Electric CompanyEMR | $90.1B | 1.4% | ||||
| Illinois Tool Works IncITW | $74.9B | 2.5% | ||||
| Cummins IncCMI | $72.7B | 1.6% | ||||
| United Rentals IncURI | $67.3B | 0.7% | ||||
| WW Grainger IncGWW | $60.3B | 0.7% | ||||
| Fastenal CompanyFAST | $58.2B | 1.8% | ||||
| Ametek IncAME | $57.8B | 0.5% | ||||
| Nucor CorpNUE | $54.5B | 0.9% | ||||
| Rockwell Automation IncROK | $50.5B | 1.2% | ||||
| Martin Marietta Materials IncMLM | $34.3B | 0.7% | ||||
| Steel Dynamics IncSTLD | $33.3B | 0.9% | ||||
| Vulcan Materials CompanyVMC | $31.5B | 0.8% | ||||
| Hubbell IncHUBB | $25.1B | 1.2% | ||||
| Reliance Steel & Aluminum CoRS | $20.4B | 1.3% | ||||
| MasTec IncMTZ | $17.3B | — | ||||
| Jacobs Solutions Inc.J | $16.2B | 1.0% | ||||
| Dycom Industries IncDY | $8.3B | — | ||||
| Aecom Technology CorporationACM | $7.7B | 2.0% | ||||
| Fluor CorporationFLR | $6.7B | — | ||||
| Cleveland-Cliffs IncCLF | $6.5B | — | ||||
| Eagle Materials IncEXP | $5.3B | 0.6% | ||||
| Atkore International Group IncATKR | $3.2B | 1.4% |
- RewardRiskYield0.8%
- RewardRiskYield1.0%
- RewardRiskYield1.0%
- RewardRiskYield0.8%
- RewardRiskYield0.1%
- RewardRiskYield1.4%
- RewardRiskYield2.5%
- RewardRiskYield1.6%
- RewardRiskYield0.7%
- RewardRiskYield0.7%
- RewardRiskYield1.8%
- RewardRiskYield0.5%
- RewardRiskYield0.9%
- RewardRiskYield1.2%
- RewardRiskYield0.7%
- RewardRiskYield0.9%
- RewardRiskYield0.8%
- RewardRiskYield1.2%
- RewardRiskYield1.3%
- RewardRisk
- RewardRiskYield1.0%
- RewardRisk
- RewardRiskYield2.0%
- RewardRisk
- RewardRisk
- RewardRiskYield0.6%
- RewardRiskYield1.4%
Related collections
Frequently asked questions
What is the Reshoring & Industrial Onshoring collection?
Beneficiaries of bringing manufacturing home. It currently holds 27 stocks, each rated by Openbook's Reward and Risk scores. Supply-chain security and industrial policy are pulling manufacturing back onshore, benefiting the machinery, electrical-equipment, materials and construction firms that build and equip domestic capacity.
How are Reshoring & Industrial Onshoring stocks selected?
Reshoring & Industrial Onshoring is a curated basket of companies with direct exposure to this theme, screened against live market data and ranked by market capitalisation.
How often is the Reshoring & Industrial Onshoring list updated?
Prices, ratings and rankings rebuild from live market data every time the page loads. The membership of the basket itself is reviewed and revised by hand on a regular cadence, so newly-listed or no-longer-relevant companies are added and removed as the theme moves.
How should I use the Reward and Risk ratings?
Openbook's Reward rating combines a stock's growth, momentum, profitability and valuation into a single 0–100 score, and the Risk rating scores financial strength, volatility and size. Use them to compare names within this theme — broadly, a higher Reward alongside a lower Risk is more attractive. They are quantitative research signals, not investment advice.
Openbook Reward and Risk ratings and factor scores are quantitative signals for research, not investment advice. Data may be delayed. Some US-listed names carry partial factor coverage.