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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 Jacobs Solutions J $16.6B	531	-17	-3%	$7.25B
2	2 Fluor FLR $6.38B	460	-34	-7%	$3.97B
3	3 Comfort Systems FIX $52.1B	246	+3	+1%	$1.53B
4	4 Hurco Companies Inc HURC $135M	93	0	0%	$194M
5	5 Key Tronic KTCC $23.9M	32	-3	-9%	$27.1M
6	6 First Trust RBA American Industrial Renaissance ETF AIRR $8.67B	30	-3	-9%	$66.4M
7	7 iShares US Tech Independence Focused ETF IETC $696M	4	+1	+33%	$1.36M
8	8 REalloys Inc ALOY $464M	–	–	–	–
9	AMER 9 DELISTED Emles Made in America ETF AMER	–	–	–	–
10	10 Cemtrex CETX $3.08M	–	–	–	$395K
11	11 First Trust RBA Deglobalization ETF DGLO $3.47M	–	–	–	–
12	12 GlobalFoundries GFS $27.2B	–	–	–	–
13	GMAN 13 DELISTED Goldman Sachs Manufacturing Revolution ETF GMAN	–	–	–	–
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 $878M	–	–	–	–
18	18 Unusual Machines UMAC $891M	–	–	–	–
19	19 USA Rare Earth Inc USAR $4.16B	–	–	–	–
20	20 Tema U.S. Manufacturing & Reshoring ETF WELD $263M	–	–	–	–