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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 $16.4B	574	+17	+3%	$9.74B
2	2 Fluor FLR $6.2B	277	-10	-3%	$1.13B
3	3 Comfort Systems FIX $51B	218	-1	-0.5%	$1.43B
4	4 Hurco Companies Inc HURC $137M	66	-9	-12%	$147M
5	5 Key Tronic KTCC $24.5M	29	-4	-12%	$27.4M
6	6 First Trust RBA American Industrial Renaissance ETF AIRR $8.56B	25	+6	+32%	$20.4M
7	7 iShares US Tech Independence Focused ETF IETC $691M	20	+3	+18%	$11.5M
8	GMAN 8 DELISTED Goldman Sachs Manufacturing Revolution ETF GMAN	10	+4	+67%	$14.4M
9	9 REalloys Inc ALOY $448M	–	–	–	–
10	AMER 10 DELISTED Emles Made in America ETF AMER	–	–	–	–
11	11 Cemtrex CETX $3.05M	–	–	–	$231K
12	12 First Trust RBA Deglobalization ETF DGLO $3.46M	–	–	–	–
13	13 GlobalFoundries GFS $26.8B	–	–	–	–
14	14 iShares U.S. Manufacturing ETF MADE $55.6M	–	–	–	–
15	15 Aztlan North America Nearshoring Stock Selection ETF NRSH $31.3M	–	–	–	–
16	16 DELISTED SkyWater Technology SKYT	–	–	–	–
17	17 T1 Energy TE $824M	–	–	–	–
18	18 Unusual Machines UMAC $853M	–	–	–	–
19	19 USA Rare Earth Inc USAR $4.03B	–	–	–	–
20	20 Tema U.S. Manufacturing & Reshoring ETF WELD $260M	–	–	–	–