EXCLUSIVE: Trump Victory Triggers 'Reshoring' Rally As Supply Chain Security Outweighs Cost

Following Donald Trump‘s election victory, stocks of companies focused on reshoring production to the U.S. surged sharply this week, driven by expectations of more protectionist policies.

The American Reshoring ETF (NYSE:RSHO)—a fund investing in 30 companies committing to reshoring their production lines back home—jumped over 8% in the week, outpacing broader market indices. The SPDR S&P 500 ETF Trust (NYSE:SPY) was up 5% and on par with the iShares Russell 2000 ETF (NYSE:IWM).

Why Expert Sees A Reshoring Boom Ahead

Trump’s win has reignited investor optimism around reshoring, with policies likely to push U.S. companies to prioritize domestic production over cheaper overseas options.

"The case for reshoring is now well set with the Trump presidency," said Maurits Pots, CEO of Tema ETFs, in an exclusive Benzinga interview.

The new administration is expected to support trade protectionism and tariff increases, a ...