Forget overseas emerging markets! Top-rated strategist, Francois Trahan and economist, Nancy Lazar, partners at Cornerstone Macro, say their favorite emerging market is developing right here at home. Its Middle America which is benefiting from a renaissance in manufacturing and a resurgence in energy production and is attracting both U.S. and foreign investment. Trahan and Lazar say now is the time to pull back from risky overseas emerging markets and buy businesses in America. They identified nearly 100, mostly industrial companies in the S&P 1500 that meet their criteria of generating more than 75% of their sales in the U.S.. The first 40 companies on their list have no foreign sales at all. Happy hunting!
| Ticker | Name | Foreign Sales % Total Sales |
| AAON | AAON Inc. | 0.0 |
| ABM | ABM Industries Inc. | 0.0 |
| ALK | Alaska Air Group Inc. | 0.0 |
| ALGT | Allegiant Travel Co. | 0.0 |
| ATK | Alliant Techsystems Inc. | 0.0 |
| ABFS | Arkansas Best Corp. | 0.0 |
| AZZ | AZZ Inc. | 0.0 |
| CTAS | Cintas Corp. | 0.0 |
| FIX | Comfort Systems USA Inc. | 0.0 |
| CSX | CSX Corp. | 0.0 |
| WIRE | Encore Wire Corp. | 0.0 |
| EGL | Engility Holdings Inc. | 0.0 |
| FWRD | Forward Air Corp. | 0.0 |
| FCN | FTI Consulting Inc. | 0.0 |
| GY | GenCorp Inc. | 0.0 |
| GVA | Granite Construction Inc. | 0.0 |
| HCSG | Healthcare Services Group Inc. | 0.0 |
| HTLD | Heartland Express Inc. | 0.0 |
| HNI | HNI Corp. | 0.0 |
| HUBG | Hub Group Inc. Cl A | 0.0 |
| HII | Huntington Ingalls Industries Inc. | 0.0 |
| NSP | Insperity Inc. | 0.0 |
| TILE | Interface Inc. | 0.0 |
| JBHT | J.B. Hunt Transport Services Inc. | 0.0 |
| KEX | Kirby Corp. | 0.0 |
| KNX | Knight Transportation Inc. | 0.0 |
| LSTR | Landstar System Inc. | 0.0 |
| MSM | MSC Industrial Direct Co. Cl A | 0.0 |
| NPK | National Presto Industries Inc. | 0.0 |
| NCS | NCI Building Systems Inc. | 0.0 |
| NSC | Norfolk Southern Corp. | 0.0 |
| ODFL | Old Dominion Freight Line Inc. | 0.0 |
| RSG | Republic Services Inc. | 0.0 |
| SKYW | SkyWest Inc. | 0.0 |
| LUV | Southwest Airlines Co. | 0.0 |
| UNP | Union Pacific Corp. | 0.0 |
| USTR | United Stationers Inc. | 0.0 |
| VICR | Vicor Corp. | 0.0 |
| WCN | Waste Connections Inc. | 0.0 |
| WSO | Watsco Inc. | 0.0 |
| DY | Dycom Industries Inc. | 1.0 |
| UFPI | Universal Forest Products Inc. | 2.4 |
| TRN | Trinity Industries Inc. | 2.5 |
| TBI | TrueBlue Inc. | 3.5 |
| APOG | Apogee Enterprises Inc. | 4.6 |
| AVAV | AeroVironment Inc. | 5.0 |
| DLX | Deluxe Corp. | 5.8 |
| ADT | ADT Corporation | 6.0 |
| ROCK | Gibraltar Industries Inc. | 6.1 |
| WM | Waste Management Inc. | 6.1 |
| ASGN | On Assignment Inc. | 6.3 |
| CNW | Con-Way Inc. | 7.0 |
| EME | EMCOR Group Inc. | 8.5 |
| UNF | UniFirst Corp. | 8.9 |
| XLS | Exelis Inc. | 9.9 |
| NOC | Northrop Grumman Corp. | 10.0 |
| CHRW | C.H. Robinson Worldwide Inc. | 10.3 |
| AYI | Acuity Brands Inc. | 10.6 |
| NCI | Navigant Consulting Inc. | 10.7 |
| FAST | Fastenal Co. | 10.7 |
| EXPO | Exponent Inc. | 10.9 |
| WERN | Werner Enterprises Inc. | 13.0 |
| TGI | Triumph Group Inc. | 13.0 |
| KAMN | Kaman Corp. | 13.4 |
| PWR | Quanta Services Inc. | 14.6 |
| URI | United Rentals Inc. | 15.0 |
| AIT | Applied Industrial Technologies Inc. | 15.4 |
| R | Ryder System Inc. | 16.4 |
| HUB.B | Hubbell Inc. Cl B | 16.5 |
| LMT | Lockheed Martin Corp. | 17.0 |
| FBHS | Fortune Brands Home & Security Inc | 17.3 |
| MINI | Mobile Mini Inc. | 17.6 |
| GK | G & K Services Inc. Shs -A- | 18.0 |
| PCP | Precision Castparts Corp. | 18.0 |
| LLL | L-3 Communications Holdings Inc. | 18.6 |
| OSK | Oshkosh Corp. | 18.8 |
| ORB | Orbital Sciences Corp. | 19.6 |
| AIR | AAR Corp. | 20.0 |
| TDY | Teledyne Technologies Inc. | 20.1 |
| GD | General Dynamics Corp. | 20.7 |
| NX | Quanex Building Products Corp. | 20.7 |
| URS | URS Corp. | 21.3 |
| CSL | Carlisle Cos. | 21.3 |
| CDI | CDI Corp. | 21.3 |
| CPRT | Copart Inc. | 21.6 |
| MAS | Masco Corp. | 21.9 |
| GWR | Genesee & Wyoming Inc. Cl A | 22.4 |
| MLI | Mueller Industries Inc. | 22.5 |
| ROP | Roper Industries Inc. | 22.7 |
| SXI | Standex International Corp. | 22.7 |
| GMT | GATX Corp. | 23.0 |
| GWW | W.W. Grainger Inc. | 23.6 |
| EFX | Equifax Inc. | 23.7 |
| RRD | R.R. Donnelley & Sons Co. | 24.5 |
| TTEK | Tetra Tech Inc. | 24.5 |
