---
title: "Supply Chain Reshoring Spurs Institutional Buying in Tech, Rail Stocks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/300554540.md"
description: "AVX secures $470M Tesla capacitor order as China Tech ETF draws $320M weekly inflows. Union Pacific completes rail upgrade while Box deepens Microsoft integration. DigitalBridge expands data center footprint amid infrastructure shift."
datetime: "2026-09-30T10:14:07.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/300554540.md)
  - [en](https://longbridge.com/en/news/300554540.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/300554540.md)
generator: "portal-rs"
---

# Supply Chain Reshoring Spurs Institutional Buying in Tech, Rail Stocks

Infrastructure and tech equities are gaining traction as companies reconfigure supply chains and modernize operations. AVX (AVX.US) announced a $180M Mexico automotive components plant in September 2026, alongside a $470M Tesla capacitor contract representing 28% of its projected 2024 auto electronics revenue. The China Technology ETF (CHAU.US) surpassed $1.2B in assets under management in late September 2026 with $320M in single-week inflows from European institutions. Box (BOX.US) integrated its content cloud platform into Microsoft 365 during the same period, securing 30 Fortune 500 clients including Johnson & Johnson. Union Pacific (UNP.US) completed a $230M western network modernization project boosting capacity by 15%. DigitalBridge (DBRG.US) acquired European data center assets, while Hub Group (HUBG.US) expanded cross-border logistics services to Mexico. Valmont Industries (VAL.US) deployed smart irrigation systems in Middle East projects, Ur-Energy (UROY.US) advanced Canadian uranium mining permits, and ADMA Biologics (ADMA.US) progressed clinical trials for new immunotherapies. Lazard Global (LZAGY.US) rebalanced its dividend-focused portfolio amid shifting market conditions.

### Related Stocks

- [AVX.US](https://longbridge.com/en/quote/AVX.US.md)
- [CHAU.US](https://longbridge.com/en/quote/CHAU.US.md)
- [BOX.US](https://longbridge.com/en/quote/BOX.US.md)
- [UNP.US](https://longbridge.com/en/quote/UNP.US.md)
- [DBRG.US](https://longbridge.com/en/quote/DBRG.US.md)
- [HUBG.US](https://longbridge.com/en/quote/HUBG.US.md)
- [VAL.US](https://longbridge.com/en/quote/VAL.US.md)
- [UROY.US](https://longbridge.com/en/quote/UROY.US.md)
- [ADMA.US](https://longbridge.com/en/quote/ADMA.US.md)
- [LZAGY.US](https://longbridge.com/en/quote/LZAGY.US.md)

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- [BUZZ-Stifel raises Hub Group to 'hold' on improved risk-reward profile](https://longbridge.com/en/news/300687767.md)
- [Avax One Technology files initial beneficial ownership statement for Alexander M. Wlezien](https://longbridge.com/en/news/300812360.md)
- [SoftBank completes USD 3.1 billion acquisition of DigitalBridge](https://longbridge.com/en/news/300579158.md)
- [Top 3 Risk Off Stocks That May Fall Off A Cliff This Month](https://longbridge.com/en/news/300575394.md)
- [Valaris-Transocean merger clears US DOJ antitrust review under HSR Act](https://longbridge.com/en/news/300618919.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**