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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	786	+48	+7%	$14.1B
2	2 Comfort Systems FIX $52.1B	447	+48	+12%	$7.2B
3	3 Fluor FLR $6.38B	389	+17	+5%	$5.88B
4	4 GlobalFoundries GFS $27.2B	261	+6	+2%	$33.7B
5	5 First Trust RBA American Industrial Renaissance ETF AIRR $8.67B	135	+10	+8%	$469M
6	6 T1 Energy TE $878M	102	-40	-28%	$92.1M
7	7 DELISTED SkyWater Technology SKYT	88	-3	-3%	$93.7M
8	8 Hurco Companies Inc HURC $135M	58	0	0%	$98.7M
9	9 USA Rare Earth Inc USAR $4.16B	47	-3	-6%	$239M
10	10 iShares US Tech Independence Focused ETF IETC $696M	39	+1	+3%	$71M
11	11 Key Tronic KTCC $23.9M	24	-2	-8%	$18.9M
12	12 REalloys Inc ALOY $464M	11	-1	-8%	$321K
13	13 Tema U.S. Manufacturing & Reshoring ETF WELD $263M	4	-2	-33%	$2.78M
14	14 Aztlan North America Nearshoring Stock Selection ETF NRSH $32M	2	+2	–	$481K
15	AMER 15 DELISTED Emles Made in America ETF AMER	–	–	–	–
16	16 Cemtrex CETX $3.08M	–	–	–	$101K
17	17 First Trust RBA Deglobalization ETF DGLO $3.47M	–	–	–	–
18	GMAN 18 DELISTED Goldman Sachs Manufacturing Revolution ETF GMAN	–	–	–	–
19	19 iShares U.S. Manufacturing ETF MADE $56.2M	–	–	–	–
20	20 Unusual Machines UMAC $891M	–	–	–	–