I'm not talking abut Harbour Freight stock, since I'm pretty sure nearly everything they sell is foreign sourced. 
But I am thinking that if Americans are going to start the arduous task of re-industrializing they need basic tools, and those aren't generally made in the US any more.
But those tools hopefully will be made in the US within 3-5 years. Or are there good companies out there that survived the last 30-50 years of PUNISHING companies which produce tangibles, especially tools, and so have the requisite knowledge to take early advantage of this monumental gold rush? 
I would think modernized machine-building shops would do very well in this environment.  Of course, most of the heavy equipment a machine shop uses is not made in the US any more...maybe China or Germany?