New Trump era tariffs, with 10–12.5% duties expected to become permanent on a wide range of imports, are reshaping how companies think about supply chains, automation, and logistics. Higher and less predictable trade costs can pressure margins for import heavy businesses and may push more companies to invest in technology that helps them control inventory, reduce labor intensity, or rework sourcing. This article looks at 3 U.S. Supply Chain Technology & Automation stocks that screen as positively exposed to these tariff moves and explains why some investors are watching them closely right now.

Nextpower (NXT)

Overview: Nextpower is a Fremont based energy technology company that supplies solar trackers, control software and related hardware to utility scale solar power plants, helping project developers and owners squeeze more electricity out of each site and handle difficult terrain, soil and weather conditions. Its tools, from NX Horizon trackers and foundations to TrueCapture and NX Navigator software, are sold to engineering contractors and solar project owners in the U.S. and abroad.

Operations: Nextpower generates about US$3.6b in revenue from Electronic Components & Parts, with roughly US$2.7b from the United States and around US$0.8b from other international markets.

Market Cap: US$15.2b

Investors watching tariff sensitive supply chain stocks may find Nextpower interesting because it sits at the intersection of utility scale solar, automation and onshoring. It has a large U.S. focused tracker and software business supported by more than 25 domestic manufacturing partners and 100% domestic content products that can help customers reduce tariff exposure. The company is also expanding into battery storage and grid support through acquisitions, while earnings, margins and returns on equity are currently strong, even if profit growth is expected to moderate and all funding comes from external borrowing. At the same time, heavy U.S. exposure, ongoing tariff and policy risk, and a volatile share price mean there is more to unpack before considering how Nextpower might fit into a portfolio.

Nextpower’s strong U.S. footprint and grid focused expansion could be masking a much bigger story about policy support, funding risks and tariff insulation, so it is worth studying the 4 key rewards and 1 important warning sign

Proto Labs (PRLB)

Overview: Proto Labs is a digital manufacturer that produces custom parts for customers in the United States and Europe, using molding, CNC machining, 3D printing and sheet metal services to help engineers, developers and supply chain teams move quickly from design to production.

Operations: Proto Labs generates about US$546.3m in revenue from Machinery and Industrial Equipment, with around US$444.2m from the United States and US$102.1m from Europe.

Market Cap: US$1.9b

Proto Labs stands out in the current tariff heavy trade regime because it offers rapid prototyping and on demand manufacturing that help customers reshore production and cut lead times, while maintaining a largely U.S. centered fulfillment base. Management highlights that around 90% of revenue from American customers is already fulfilled domestically, and that its AI driven pricing and routing can adjust to new tariff rules faster than many peers, even if short term margin pressure is a risk. With interest from aerospace, defense, medical and drone manufacturers, plus cash generation and no debt, Proto Labs gives investors exposure to themes such as automation and supply chain resilience. However, the high P/E ratio and reliance on larger accounts may require closer analysis.

Proto Labs looks like a reshoring and automation story hiding in plain sight, with cash generation, no debt and a high P/E that raises questions investors should answer through the analysis report for Proto Labs

DNOW (DNOW)

Overview: DNOW is a Houston based distributor that supplies pipes, valves, fittings, pumps and related maintenance and safety products to energy, industrial and utility customers, along with supply chain services that help them manage inventory and keep critical operations running. Beyond traditional oil and gas, DNOW also supports refineries, chemical plants, mining, water treatment, data centers and renewable natural gas facilities.

Operations: DNOW generates about US$3.4b in revenue from Wholesale Miscellaneous activities, with roughly US$2.8b from the United States, US$203m from Canada and US$396m from other international markets.

Market Cap: US$2.6b

Investors looking at tariff exposed supply chain stocks may see DNOW as an interesting mix of industrial backbone and self help story, with management highlighting that around 60% of steel products are already sourced domestically and that recent U.S. tariffs could support gross margins as costs rise and are passed through. The company is pushing into midstream infrastructure and “energy evolution” projects such as carbon capture and renewable natural gas, while also investing in digital tools like AccessNOW and e commerce to tighten customer relationships. At the same time, DNOW remains loss making, reported a Q1 2026 net loss of US$44m and faces margin pressure from competition and higher costs. As a result, the combination of discounted valuation signals and operational risks may warrant closer scrutiny before an investor decides how it might fit in a portfolio.

DNOW’s push into midstream, carbon capture and digital tools like AccessNOW could be reshaping the story, but the real turning point might sit inside the 3 key rewards and 1 important major warning sign

The three stocks in this article are just a starting point, with the full U.S. Supply Chain Technology & Automation Stocks screener uncovering 20 more U.S. Supply Chain Technology & Automation companies with equally compelling stories around logistics, robotics and efficiency. Use Simply Wall St to identify and analyze the specific catalysts, balance sheet traits and supply chain narratives that matter most to you, so you can focus on the highest conviction ideas.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.