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12 Best Manufacturing Stocks to Buy According to Hedge Funds

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The global manufacturing industry’s market size was estimated at $14.16 trillion in 2024, according to Cognitive Market Research. By 2031, this market size is expected to be $20.76 trillion, with a CAGR of 4.9%. The growth in this sector is driven by technological advancements and digital transformation. This year, the role of cybersecurity in manufacturing increased, particularly for small and medium-sized manufacturers/SMMs, as reported by the National Institute of Standards & Technology within the US Department of Commerce.

One notable change in this industry over the past few years has been the manufacturing sector’s evolution from traditional mass production to smart manufacturing. Traditional methods were standardized and specialized, and therefore lacked flexibility. However, smart manufacturing incorporates AI, IoT, and cloud computing to create connected, intelligent production ecosystems. With the increased adoption of IoT devices, AI, and cloud-based solutions, manufacturers are becoming more vulnerable to cyber threats. To combat these threats, SMMs invest in cybersecurity solutions like firewalls, encryption, and intrusion detection systems.

That being said, we’re here with a list of the 12 best manufacturing stocks to buy according to hedge funds.

A manufacturing space with a worker in the foreground, illuminated by a cutting tool on the leather belt strip.

Methodology

We sifted through the iShares US Manufacturing ETF to compile a list of the top manufacturing stocks. We then selected the 12 stocks that were the most popular among elite hedge funds and that analysts were bullish on. The stocks are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q1 2025. The hedge fund data was sourced from Insider Monkey’s database which tracks the moves of over 1000 elite money managers.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

12 Best Manufacturing Stocks to Buy According to Hedge Funds

12. Ford Motor Company (NYSE:F)

Number of Hedge Fund Holders: 39

Ford Motor Company (NYSE:F) is one of the best manufacturing stocks to buy according to hedge funds. On July 10, Ford Motor announced a recall of 850,318 vehicles in the US due to a potential low-pressure fuel pump failure. This defect could lead to an engine stall and increase the risk of a crash and was highlighted by the US National Highway Traffic Safety Administration/NHTSA.

The NHTSA estimates that ~10% of the recalled vehicles have this specific defect. Before a fuel pump failure occurs, drivers might observe symptoms such as poor engine performance, such as misfiring, rough running, reduced power, or the illumination of the check engine light.

The NHTSA noted that failures are more likely to happen when fuel levels are low or during hot weather conditions. Ford has received at least 6 consumer complaints concerning loss of power due to pump failure, but the automaker is currently unaware of any accidents or injuries directly related to this defect.

Ford Motor Company (NYSE:F) develops, delivers, and services Ford trucks, sport utility vehicles, commercial vans & cars, and Lincoln luxury vehicles worldwide.

11. Rockwell Automation Inc. (NYSE:ROK)

Number of Hedge Fund Holders: 46

Rockwell Automation Inc. (NYSE:ROK) is one of the best manufacturing stocks to buy according to hedge funds. On June 26, Rockwell Automation announced that Sintetica, which is a Swiss pharmaceutical company, adopted its FactoryTalk PharmaSuite manufacturing execution system/MES.

The integration at Sintetica’s production facility in Switzerland aims to enhance quality, insights, and external interactions, as well as use quicker batch reviews to shorten time to market for its innovative therapies, such as drugs for anesthesia, pain management, intensive care, and neuromodulation.

Rockwell Automation consultants collaborated closely with Sintetica during the design and implementation phases. Following a pilot deployment on two lines, operator feedback has been highly positive, noting the benefits of data-driven insights in reducing time spent on monitoring, recording, and disseminating essential batch information and operational machine logs.

Rockwell Automation Inc. (NYSE:ROK) provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

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AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…