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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 $16.7B	571	-3	-0.5%	$10.7B
2	2 Fluor FLR $6.32B	263	-14	-5%	$802M
3	3 Comfort Systems FIX $51.4B	232	+14	+6%	$1.76B
4	4 Hurco Companies Inc HURC $136M	61	-5	-8%	$148M
5	5 iShares US Tech Independence Focused ETF IETC $693M	29	+9	+45%	$26.2M
6	6 Key Tronic KTCC $23.9M	29	0	0%	$48.6M
7	7 First Trust RBA American Industrial Renaissance ETF AIRR $8.64B	21	-4	-16%	$25.8M
8	GMAN 8 DELISTED Goldman Sachs Manufacturing Revolution ETF GMAN	8	-2	-20%	$27.7M
9	9 REalloys Inc ALOY $477M	–	–	–	–
10	AMER 10 DELISTED Emles Made in America ETF AMER	–	–	–	–
11	11 Cemtrex CETX $3.06M	–	–	–	$144K
12	12 First Trust RBA Deglobalization ETF DGLO $3.47M	–	–	–	–
13	13 GlobalFoundries GFS $26.7B	–	–	–	–
14	14 iShares U.S. Manufacturing ETF MADE $56.1M	–	–	–	–
15	15 Aztlan North America Nearshoring Stock Selection ETF NRSH $32M	–	–	–	–
16	16 DELISTED SkyWater Technology SKYT	–	–	–	–
17	17 T1 Energy TE $839M	–	–	–	–
18	18 Unusual Machines UMAC $885M	–	–	–	–
19	19 USA Rare Earth Inc USAR $4.09B	–	–	–	–
20	20 Tema U.S. Manufacturing & Reshoring ETF WELD $263M	–	–	–	–