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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 Fluor FLR $6.37B	569	+35	+7%	$11.2B
2	2 Jacobs Solutions J $16.6B	469	+7	+2%	$7B
3	3 Comfort Systems FIX $54.3B	144	+23	+19%	$695M
4	4 Hurco Companies Inc HURC $134M	58	0	0%	$118M
5	5 Key Tronic KTCC $23.7M	52	+4	+8%	$62.8M
6	6 First Trust RBA American Industrial Renaissance ETF AIRR $8.59B	–	–	–	–
7	7 REalloys Inc ALOY $428M	–	–	–	–
8	AMER 8 DELISTED Emles Made in America ETF AMER	–	–	–	–
9	9 Cemtrex CETX $3.12M	–	–	–	–
10	10 First Trust RBA Deglobalization ETF DGLO $3.46M	–	–	–	–
11	11 GlobalFoundries GFS $27.3B	–	–	–	–
12	GMAN 12 DELISTED Goldman Sachs Manufacturing Revolution ETF GMAN	–	–	–	–
13	13 iShares US Tech Independence Focused ETF IETC $699M	–	–	–	–
14	14 iShares U.S. Manufacturing ETF MADE $56.2M	–	–	–	–
15	15 Aztlan North America Nearshoring Stock Selection ETF NRSH $32M	–	–	–	–
16	16 DELISTED SkyWater Technology SKYT	–	–	–	–
17	17 T1 Energy TE $869M	–	–	–	–
18	18 Unusual Machines UMAC $886M	–	–	–	–
19	19 USA Rare Earth Inc USAR $3.87B	–	–	–	–
20	20 Tema U.S. Manufacturing & Reshoring ETF WELD $264M	–	–	–	–