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The All-American Engine: Building a Portfolio on US Soil

A Focused List of 40 Companies Powering the Domestic Economy

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Bill Cara
Jan 09, 2026
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Why an “America First” Portfolio?

Welcome to a special edition of the Global Navigator. Each week in the free Navigator report, we explore opportunities around the world. But sometimes, the most compelling story for Americans is right at home.

Many sophisticated investors are looking for a way to bet directly on the enduring strength and unique cycles of …

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