1. Duke Energy (DUK)

• Sector: Utilities
• Why Tariff-Proof: Duke Energy operates primarily within regulated domestic markets, delivering essential services like electricity and natural gas. Its business model is insulated from international trade disruptions, as it relies on domestic infrastructure rather than global supply chains.
• Growth Potential: The company is transitioning to renewable energy, investing in solar, wind, and battery storage projects. Rising demand for electricity due to AI data centers and electric vehicles further strengthens its long-term outlook.

2. Nucor (NUE)

Sector: Industrials (Steel)

Why Tariff-Proof: Nucor is the largest steel producer in the U.S., benefiting directly from tariffs on imported steel. Its reliance on scrap steel for production minimizes exposure to raw material imports, making it highly resilient to trade tensions.

Growth Potential: Nucor’s flexible mini-mill technology and strong position in domestic infrastructure projects support its ability to capitalize on increased construction activity driven by government spending style, or even provide a review.

3. AbbVie (ABBV)

• Sector: Healthcare
• Why Tariff-Proof: AbbVie’s pharmaceutical products are essential and maintain stable demand regardless of economic conditions or trade policies. With over 90% of its revenue derived from the U.S., AbbVie has minimal exposure to international supply chain risks.
• Growth Potential: The company’s robust pipeline of new treatments and its acquisition of Allergan have diversified its portfolio, positioning it for sustained growth even as older drugs like Humira face biosimilar competition.

4. Atmos Energy (ATO)

• Sector: Utilities (Natural Gas Distribution)
• Why Tariff-Proof: Atmos Energy generates nearly all its revenue domestically, with no reliance on international markets or imports. Its self-contained supply chain and regulated pricing model ensure stable cash flows regardless of trade disruptions.
• Growth Potential: The company’s focus on expanding natural gas infrastructure in the U.S. supports long-term growth while maintaining low volatility compared to other energy stocks.

5. Canadian Pacific Kansas City (CPKC)

• Sector: Railroads/Industrials
• Why Tariff-Proof: CPKC’s extensive rail network across Canada, the U.S., and Mexico positions it as a key player in North American trade. Its operations benefit from nearshoring trends and reduced reliance on oceanic shipping, making it less vulnerable to global trade tensions.
• Growth Potential: Precision railroading initiatives and investments in predictive analytics are enhancing operational efficiency. Additionally, CPKC is well-positioned to benefit from increased domestic manufacturing and infrastructure investments across North America.