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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	716	+36	+5%	$12.7B
2	2 Comfort Systems FIX $51.5B	377	+30	+9%	$5.62B
3	3 Fluor FLR $6.29B	334	-31	-8%	$4.21B
4	4 GlobalFoundries GFS $26.6B	254	-24	-9%	$5.31B
5	5 T1 Energy TE $836M	146	-19	-12%	$543M
6	6 First Trust RBA American Industrial Renaissance ETF AIRR $8.58B	102	+14	+16%	$283M
7	7 DELISTED SkyWater Technology SKYT	94	+1	+1%	$84.9M
8	8 Hurco Companies Inc HURC $136M	57	-1	-2%	$99.9M
9	9 iShares US Tech Independence Focused ETF IETC $692M	34	-3	-8%	$52.4M
10	10 Key Tronic KTCC $24.5M	25	-2	-7%	$25.8M
11	11 REalloys Inc ALOY $459M	9	-3	-25%	$181K
12	AMER 12 DELISTED Emles Made in America ETF AMER	–	–	–	–
13	13 Cemtrex CETX $3.12M	–	–	–	$249K
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 $867M	–	–	–	–
19	19 USA Rare Earth Inc USAR $4.09B	–	–	–	–
20	20 Tema U.S. Manufacturing & Reshoring ETF WELD $261M	–	–	–	–