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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	738	+22	+3%	$14.5B
2	2 Comfort Systems FIX $52.1B	399	+22	+6%	$5.97B
3	3 Fluor FLR $6.38B	372	+38	+11%	$5.49B
4	4 GlobalFoundries GFS $27.2B	255	+1	+0.4%	$5.05B
5	5 T1 Energy TE $878M	142	-4	-3%	$294M
6	6 First Trust RBA American Industrial Renaissance ETF AIRR $8.67B	125	+23	+23%	$351M
7	7 DELISTED SkyWater Technology SKYT	91	-3	-3%	$53.4M
8	8 Hurco Companies Inc HURC $135M	58	+1	+2%	$104M
9	9 USA Rare Earth Inc USAR $4.16B	50	+50	–	$199M
10	10 iShares US Tech Independence Focused ETF IETC $696M	38	+4	+12%	$54M
11	11 Key Tronic KTCC $23.9M	26	+1	+4%	$19.8M
12	12 REalloys Inc ALOY $464M	12	+3	+33%	$314K
13	13 Tema U.S. Manufacturing & Reshoring ETF WELD $263M	6	+6	–	$1.98M
14	AMER 14 DELISTED Emles Made in America ETF AMER	–	–	–	–
15	15 Cemtrex CETX $3.08M	–	–	–	$126K
16	16 First Trust RBA Deglobalization ETF DGLO $3.47M	–	–	–	–
17	GMAN 17 DELISTED Goldman Sachs Manufacturing Revolution ETF GMAN	–	–	–	–
18	18 iShares U.S. Manufacturing ETF MADE $56.2M	–	–	–	–
19	19 Aztlan North America Nearshoring Stock Selection ETF NRSH $32M	–	–	–	–
20	20 Unusual Machines UMAC $891M	–	–	–	–