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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	680	-4	-0.6%	$12.7B
2	2 Fluor FLR $6.38B	365	-9	-2%	$4.27B
3	3 Comfort Systems FIX $52.1B	347	+11	+3%	$5.03B
4	4 GlobalFoundries GFS $27.2B	278	+26	+10%	$6.2B
5	5 T1 Energy TE $878M	165	+11	+7%	$533M
6	6 DELISTED SkyWater Technology SKYT	93	+22	+31%	$96.5M
7	7 First Trust RBA American Industrial Renaissance ETF AIRR $8.67B	88	+8	+10%	$216M
8	8 Hurco Companies Inc HURC $135M	58	+11	+23%	$120M
9	9 iShares US Tech Independence Focused ETF IETC $696M	37	-1	-3%	$42M
10	10 Key Tronic KTCC $23.9M	27	+2	+8%	$32.2M
11	11 REalloys Inc ALOY $464M	12	0	0%	$167K
12	AMER 12 DELISTED Emles Made in America ETF AMER	–	–	–	–
13	13 Cemtrex CETX $3.08M	–	–	–	$174K
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	–	–	–	–