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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	691	-11	-2%	$14B
2	2 Fluor FLR $6.37B	343	-17	-5%	$3.21B
3	3 Comfort Systems FIX $54.3B	276	-4	-1%	$2.88B
4	4 GlobalFoundries GFS $27.3B	216	+31	+17%	$3.26B
5	5 T1 Energy TE $869M	106	+9	+9%	$361M
6	6 First Trust RBA American Industrial Renaissance ETF AIRR $8.59B	59	-4	-6%	$98.7M
7	7 DELISTED SkyWater Technology SKYT	52	-4	-7%	$24.7M
8	8 Hurco Companies Inc HURC $134M	50	-6	-11%	$119M
9	9 iShares US Tech Independence Focused ETF IETC $699M	32	-6	-16%	$17.8M
10	10 Key Tronic KTCC $23.7M	26	0	0%	$20.4M
11	11 REalloys Inc ALOY $428M	11	+5	+83%	$605K
12	AMER 12 DELISTED Emles Made in America ETF AMER	2	0	0%	$695K
13	13 Cemtrex CETX $3.12M	–	–	–	$272K
14	14 First Trust RBA Deglobalization ETF DGLO $3.46M	–	–	–	–
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 $886M	–	–	–	–
19	19 USA Rare Earth Inc USAR $3.87B	–	–	–	–
20	20 Tema U.S. Manufacturing & Reshoring ETF WELD $264M	–	–	–	–