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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	659	-29	-4%	$14.7B
2	2 Fluor FLR $6.38B	278	-14	-5%	$1.89B
3	3 Comfort Systems FIX $52.1B	269	-13	-5%	$2.43B
4	4 First Trust RBA American Industrial Renaissance ETF AIRR $8.67B	66	+9	+16%	$144M
5	5 Hurco Companies Inc HURC $135M	64	-5	-7%	$160M
6	6 T1 Energy TE $878M	62	+62	–	$507M
7	7 DELISTED SkyWater Technology SKYT	53	+2	+4%	$191M
8	8 iShares US Tech Independence Focused ETF IETC $696M	38	+4	+12%	$21.1M
9	9 Key Tronic KTCC $23.9M	26	-1	-4%	$29.8M
10	AMER 10 DELISTED Emles Made in America ETF AMER	2	0	0%	$773K
11	11 REalloys Inc ALOY $464M	–	–	–	–
12	12 Cemtrex CETX $3.08M	–	–	–	$1.29M
13	13 First Trust RBA Deglobalization ETF DGLO $3.47M	–	–	–	–
14	14 GlobalFoundries GFS $27.2B	–	–	–	–
15	GMAN 15 DELISTED Goldman Sachs Manufacturing Revolution ETF GMAN	–	–	–	–
16	16 iShares U.S. Manufacturing ETF MADE $56.2M	–	–	–	–
17	17 Aztlan North America Nearshoring Stock Selection ETF NRSH $32M	–	–	–	–
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	–	–	–	–