Supercharge

The shift brings opportunities for investors as these policies supercharge a manufacturing renaissance and create innovation hubs. As the IRA and Chips Act hit their first anniversary this summer, investors see some of the biggest opportunities in renewable energy and electric vehicles; industrial firms like Eaton, Siemens, and Emerson Electric could benefit from the energy transition or the need to automate as companies move production away from the lowest-cost spots. Companies needed to build out infrastructure and new plants, and companies like aggregate-materials maker CRH also stand to benefit.
–Barron’s