Supply chain resilience is back in the spotlight as U.S. policymakers push to reduce reliance on foreign suppliers and tighten rules around trade, technology, and sanctions. For investors, that shift could reshape where capital flows, which companies face extra scrutiny, and which ones stand to benefit from efforts to expand domestic capacity. To make sense of these changes, this article looks at three stocks from our U.S. Manufacturing and Industrial Reshoring screener that appear positively exposed to the latest policy signals. This may help you decide whether they deserve a closer look or a spot on your watchlist.

Atkore (ATKR)

Overview: Atkore is a U.S.-based manufacturer of electrical conduit, cable management, pipes, framing systems, perimeter security and related infrastructure products that are used to route and protect power and data across construction, industrial, infrastructure, alternative energy and government projects.

Operations: Atkore generates about US$2.0b from its Electrical segment and US$0.8b from Safety & Infrastructure, with the business heavily concentrated in the United States, which contributes roughly US$2.5b of revenue.

Market Cap: US$2.8b

Atkore sits at the heart of U.S. reshoring and electrification, supplying domestically manufactured electrical raceway and infrastructure products at a time when policymakers are pushing for more onshore capacity and tougher rules on imports. Management has highlighted that tariffs and supply chain shifts could help recapture conduit market share from overseas competitors, and the company is already closely tied to data centers, chip fabs, hospitals and solar projects. At the same time, investors need to weigh ongoing losses, legal settlement costs around PVC conduit, and signs of competitive pressure against a valuation that screens as relatively low on some metrics and a board that is described as experienced. For investors tracking U.S. manufacturing and infrastructure, Atkore is a stock that warrants a deeper look.

Atkore’s reshoring story, low-screening valuation, and exposure to data centers and solar projects could be hiding a bigger twist in the risk reward trade off. Start with the 2 key rewards and 2 important warning signs

Bowman Consulting Group (BWMN)

Overview: Bowman Consulting Group is a U.S. engineering and technical services company that helps design, plan, and manage critical infrastructure, from roads, ports, power systems, pipelines, and data centers to water, wastewater, and environmental projects, increasingly using digital tools such as GIS, AI-enabled studies, and digital twins.

Operations: Bowman generates about US$503.6m by providing engineering and related professional services to customers, with all reported revenue coming from the United States.

Market Cap: US$528.4m

Bowman Consulting Group gives investors focused exposure to the U.S. “build out” story, with a US$503.6m, fully domestic revenue base tied to transportation, power, data centers, defense, water and wastewater, and mining projects that align with Washington’s push for supply chain resilience and onshoring. Recent contract wins in ports, critical minerals, and utilities add to its backlog. Some analysts highlight the potential for higher-margin, technology-enabled services to become a larger contributor as they scale. At the same time, Bowman has reported losses in some periods and carries financing risk, with interest costs not yet comfortably covered by earnings, so execution on growth and margin expansion remains important. For investors tracking U.S. manufacturing and infrastructure, the key consideration is how to weigh the combination of policy support, contract momentum, and balance sheet risk when assessing the company.

Bowman Consulting Group’s contract momentum and fully domestic revenue base may be obscuring a more pronounced inflection point in its story, and the real tension sits inside the 3 key rewards and 1 important major warning sign

Matrix Service (MTRX)

Overview: Matrix Service is an engineering and construction company that builds and maintains critical energy, power, storage and industrial infrastructure, including LNG and fuel storage tanks, utility substations, gas fired facilities and specialized assets for sectors such as hydrogen, mining and aerospace.

Operations: Matrix Service generates about US$420.0m from Storage and Terminal Solutions, US$282.9m from Utility and Power Infrastructure and US$144.9m from Process and Industrial Facilities, with most of its roughly US$847.5m in revenue coming from the United States.

Market Cap: US$392.5m

Matrix Service is closely aligned with U.S. supply chain resilience and energy security priorities, building LNG and NGL storage, peak shaving facilities and power infrastructure that support AI data centers, utilities and clean energy projects. The company has been moving from losses toward breakeven, with recent quarters showing improved sales and earnings. However, guidance has been trimmed as clients push projects out and permitting and weather delays shift revenue timing. A strong cash position and no debt provide some cushion, but funding risk from external liabilities, insider selling and execution issues on complex tanks remain factors to watch. For investors tracking U.S. industrial reshoring, the key question is whether this early stage turnaround in Matrix Service is being priced as cautiously as its project risks suggest.

Matrix Service’s early stage turnaround, cash on hand and zero debt are only half the story; the real tension sits inside the 3 key rewards and 1 important warning sign

The three stocks covered here are only a starting point, and the full U.S. Manufacturing and Industrial Reshoring screener surfaced 18 more companies with equally compelling reshoring and domestic production narratives that could fit a range of investment styles. Use Simply Wall St to identify, filter, and analyze the specific catalysts and storylines that matter to you, so you can focus on the highest conviction opportunities across this theme.

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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.