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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	722	+63	+10%	$15.3B
2	2 Fluor FLR $6.38B	315	+37	+13%	$3.02B
3	3 Comfort Systems FIX $52.1B	291	+22	+8%	$3.41B
4	4 GlobalFoundries GFS $27.2B	137	+137	–	$4.18B
5	5 T1 Energy TE $878M	92	+30	+48%	$648M
6	6 First Trust RBA American Industrial Renaissance ETF AIRR $8.67B	72	+6	+9%	$172M
7	7 DELISTED SkyWater Technology SKYT	62	+9	+17%	$114M
8	8 Hurco Companies Inc HURC $135M	60	-4	-6%	$151M
9	9 iShares US Tech Independence Focused ETF IETC $696M	44	+6	+16%	$29.4M
10	10 Key Tronic KTCC $23.9M	24	-2	-8%	$28.8M
11	11 REalloys Inc ALOY $464M	6	+6	–	$393K
12	AMER 12 DELISTED Emles Made in America ETF AMER	2	0	0%	$775K
13	13 Cemtrex CETX $3.08M	–	–	–	$1.02M
14	14 First Trust RBA Deglobalization ETF DGLO $3.47M	–	–	–	–
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	–	–	–	–