The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

IPG Photonics has all the makings of a 10-Bagger. It developed the fiber laser, a disruptive offering in the laser industry compared to traditional lasers. The company continues to take market share by offering a better solution. Competitors like Coherent, Rofin-Sinar, and Newport are feeling the pinch. But IPG Photonics is not resting on its laurels -- it is investing in new products and using lasers in new ways. In many ways, IPG Photonics looks a lot like Intuitive Surgical. As more customers see the benefits of IPG's products, more customers become willing to buy them. And that feedback loop is powerful over time.

With the U.S. relying on the rest of the world for such a large percentage of our goods, many investors are ready for the end of the "made in China" era. Well it's arrived, and with the balance of manufacturing power shifting yet again, you can profit with the 3 Stocks To Own For The New Industrial Revolution. They're the biggest industry disrupters we've seen since the personal computer, and you can read more about them in our free analyst report