Tariff threats on imports from 60 economies, louder resistance from US trading partners, and a less predictable legal backdrop for trade policy are putting supply chains back under the microscope. For investors, this tension creates both potential openings and fresh risks as production footprints and sourcing decisions get reassessed. The Onshoring and Domestic Manufacturing screener focuses on US and Canadian companies that may be positioned if more activity shifts closer to home. In this article, you will see three stocks from that universe that appear exposed to these trade headlines in a potentially positive way.

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Tutor Perini (TPC)

Overview: Tutor Perini is a long-established US construction company that builds large civil infrastructure, commercial and public buildings, and provides specialty services like electrical, mechanical, and HVAC work for projects ranging from mass transit and military facilities to hospitals, data centers, and casinos.

Operations: Tutor Perini generates most of its revenue from Civil projects at about US$3.2b, followed by Building at roughly US$2.0b and Specialty Contractors at about US$0.9b, with substantially all of its roughly US$5.2b in sales coming from US projects.

Market Cap: US$3.8b

Tutor Perini stands out in the onshoring theme because it is directly involved in building the factories, transit links, and data center infrastructure that could see more demand as tariff tensions push activity back to the US. A record project backlog of US$21.1b and recent wins like a new academic complex and an advanced manufacturing and data center facility give the company multi year revenue visibility. Management emphasizes contract clauses and early material purchases to limit tariff related cost risk. At the same time, reliance on very large projects, a funding profile based heavily on external borrowing, and insider selling mean investors need to pay close attention to execution quality and balance sheet resilience.

Multi year revenue visibility is only half of Tutor Perini's story; the real question is how that record US$21.1b backlog, funding profile and insider activity all fit together in one 4 key rewards and 1 important warning sign

Sterling Infrastructure (STRL)

Overview: Sterling Infrastructure is a US based construction and infrastructure company that prepares sites and builds foundations for data centers, e commerce warehouses, manufacturing plants, roads, bridges, airports, and residential and commercial buildings across multiple regions.

Operations: Sterling generates about US$1.8b from e Infrastructure Solutions, roughly US$652.9m from Transportation Solutions, and about US$385.7m from Building Solutions, with all of its approximately US$2.9b in revenue coming from the United States.

Market Cap: US$25.8b

Sterling Infrastructure sits right at the intersection of tariff driven onshoring and the AI data center build out. Its e Infrastructure segment prepares US sites for large scale data, semiconductor, and manufacturing projects that many investors are watching closely. Earnings growth has been strong, return on equity is high, and analysts expect solid revenue and earnings expansion as the backlog tied to mega projects and acquisitions like Stone Ridge Contracting converts into future results. At the same time, the stock trades on a high P/E multiple, the funding base leans on external borrowings, and future growth assumes ongoing strength in data center and infrastructure spending, which could make expectations sensitive to any slowdown.

Accelerating data center and onshoring trends may obscure key assumptions behind Sterling Infrastructure's high P/E and debt-heavy funding structure. Get the full context in the 3 key rewards and 1 important major warning sign

Century Aluminum (CENX)

Overview: Century Aluminum produces primary aluminum and alumina across the United States and Iceland, supplying both standard-grade and higher value products that feed into autos, construction, electric vehicles, packaging, and clean energy applications.

Operations: Century Aluminum generates about US$2.5b in revenue from primary aluminum, with roughly US$1.9b coming from the United States and about US$660.4m from Iceland.

Market Cap: US$6.0b

Century Aluminum sits at the center of onshoring and tariff tension, with US and EU based smelters, a planned new Oklahoma facility, and the Mt. Holly expansion all geared toward supplying primary aluminum into supply chains that are being pulled closer to home. Section 232 and other trade measures currently support domestic pricing. High earnings growth, a 24.8% ROE, and double digit net margins highlight how favorable that backdrop can be when plants are running well. At the same time, heavy reliance on government policy, external funding, and energy intensive operations means the story carries meaningful risk, particularly if trade rules or input costs change. An important consideration for investors is how these trade tailwinds, growth projects, and policy dependencies balance out over the next few years.

Century Aluminum's growth projects, policy support, and energy exposure are tightly linked. The real story sits in how those moving parts interact in the analysis report for Century Aluminum

The three stocks covered here are only a starting point, with the full Onshoring and Domestic Manufacturing screener surfacing 34 more US and Canadian companies whose onshoring and domestic manufacturing stories may be just as compelling. Use Simply Wall St to identify and analyze the specific catalysts, financial traits, and narratives that matter to you so you can focus on the opportunities in this theme that best match your own view.

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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.