Congress is considering using a Border Adjustment Tax to increase the financial incentives to produce goods in the United States. If successful, demand would significantly increase for US-made products.. Most US manufacturers would likely benefit in some way over the long term, but some would win much more than others. The biggest winners will be those that are able to find and utilize excess capacity in their existing operations.
If you are an investor, where should you look to find those manufacturers who are best positioned to tap into excess capacity and become the biggest winners?