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Reshoring & American Manufacturing

Reshoring brings production back to the country that consumes the output, driven by tariffs, subsidies, and the memory of broken supply chains. The first beneficiaries are the firms that build and equip the factories.

20 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 Comfort Systems FIX $54.3B	1,353	+148	+12%	$64.6B
2	2 Jacobs Solutions J $16.6B	879	-37	-4%	$13.7B
3	3 First Trust RBA American Industrial Renaissance ETF AIRR $8.59B	569	+67	+13%	$7.91B
4	4 Fluor FLR $6.37B	555	+24	+5%	$6.82B
5	5 GlobalFoundries GFS $27.3B	443	+92	+26%	$45B
6	6 USA Rare Earth Inc USAR $3.87B	396	+78	+25%	$2.96B
7	7 T1 Energy TE $869M	316	+61	+24%	$2B
8	8 DELISTED SkyWater Technology SKYT	191	-6	-3%	$1.16B
9	9 Unusual Machines UMAC $886M	182	+41	+29%	$665M
10	10 iShares US Tech Independence Focused ETF IETC $699M	118	+6	+5%	$324M
11	11 REalloys Inc ALOY $428M	105	+56	+114%	$319M
12	12 Hurco Companies Inc HURC $135M	59	+6	+11%	$99.7M
13	13 Tema U.S. Manufacturing & Reshoring ETF WELD $264M	48	+13	+37%	$108M
14	14 Key Tronic KTCC $23.7M	26	0	0%	$18.4M
15	15 iShares U.S. Manufacturing ETF MADE $56.2M	25	+1	+4%	$12.2M
16	16 Cemtrex CETX $3.12M	13	+4	+44%	$171K
17	17 First Trust RBA Deglobalization ETF DGLO $3.46M	7	+4	+133%	$1.96M
18	18 Aztlan North America Nearshoring Stock Selection ETF NRSH $32M	2	0	0%	$358K
19	AMER 19 DELISTED Emles Made in America ETF AMER	–	–	–	–
20	GMAN 20 DELISTED Goldman Sachs Manufacturing Revolution ETF GMAN	–	–	–	–