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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 $16.4B	622	-69	-10%	$11.9B
2	2 Fluor FLR $6.2B	321	-22	-6%	$3.34B
3	3 Comfort Systems FIX $51B	298	+22	+8%	$3.35B
4	4 GlobalFoundries GFS $26.8B	218	+2	+0.9%	$4.18B
5	5 T1 Energy TE $824M	126	+20	+19%	$793M
6	6 DELISTED SkyWater Technology SKYT	65	+13	+25%	$36.8M
7	7 First Trust RBA American Industrial Renaissance ETF AIRR $8.56B	63	+4	+7%	$101M
8	8 Hurco Companies Inc HURC $137M	46	-4	-8%	$105M
9	9 iShares US Tech Independence Focused ETF IETC $691M	31	-1	-3%	$20.6M
10	10 Key Tronic KTCC $24.5M	26	0	0%	$18.6M
11	11 REalloys Inc ALOY $448M	12	+1	+9%	$320K
12	AMER 12 DELISTED Emles Made in America ETF AMER	1	-1	-50%	$30K
13	13 Cemtrex CETX $3.05M	–	–	–	$146K
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 $55.6M	–	–	–	–
17	17 Aztlan North America Nearshoring Stock Selection ETF NRSH $31.3M	–	–	–	–
18	18 Unusual Machines UMAC $853M	–	–	–	–
19	19 USA Rare Earth Inc USAR $4.03B	–	–	–	–
20	20 Tema U.S. Manufacturing & Reshoring ETF WELD $260M	–	–	–	–