These 2 stocks and an ETF will gain whoever wins the U.S. election, says fund manager

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Tema American Reshoring ETF أخبار

Clean Harbors Inc,United States,Tema Monopolies And Oligopolies ETF

Tema ETFs' Yuri Khodjamirian described one of the stocks as an 'under the radar' play.

As the United States presidential election nears, there's one key theme that's expected to continue regardless of who wins: the reshoring of American manufacturing . Both the Republicans and Democrats have proposed policies that favor bolstering manufacturing in the country – through subsidies or tariffs. And investors are paying attention. Tema ETFs runs the actively managed American Reshoring ETF , designed to take advantage of this trend.

which is also benefitting from the rise in AI demand, is up nearly 60% this year. The company has increased its investments in the United States to $65 billion, with plans to set up three semiconductor fabrication plants in Arizona, thanks to the United States CHIPS Act. It is expected to create 6,000 "direct high-tech, high-wage jobs," 20,000 construction jobs, and tens of thousands of indirect supplier and consumer jobs, according to the company.

 

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