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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	649	+10	+2%	$14.6B
2	2 Fluor FLR $6.38B	296	+16	+6%	$2.38B
3	3 Comfort Systems FIX $52.1B	252	+3	+1%	$2.57B
4	4 Hurco Companies Inc HURC $135M	70	+11	+19%	$184M
5	5 First Trust RBA American Industrial Renaissance ETF AIRR $8.67B	39	+15	+63%	$95.6M
6	6 iShares US Tech Independence Focused ETF IETC $696M	30	-4	-12%	$18.9M
7	7 Key Tronic KTCC $23.9M	26	-4	-13%	$35.8M
8	AMER 8 DELISTED Emles Made in America ETF AMER	2	0	0%	$4.63M
9	9 REalloys Inc ALOY $464M	–	–	–	–
10	10 Cemtrex CETX $3.08M	–	–	–	$3.08M
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	–	–	–	–