The US Government Is Now a Shareholder in 26 Companies. Here's What They Own and What They Could Be Buying Next.
Summary
The article analyzes how the US government has moved from traditional subsidies to active equity ownership, deploying up to $205B via the DFC and related tools to acquire stakes in 26 companies across minerals, semiconductors, quantum computing, nuclear energy, and defense. It explains the three-tool approach—direct equity, grants/loans, and off-take agreements—and highlights sectors the government is building out, such as robotics, drones, and critical minerals, with forward-looking milestones for 2028. The piece frames this as a national-champion strategy and notes significant private and international co-investors involved.