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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	823	+37	+5%	$16.5B
2	2 Comfort Systems FIX $52.1B	507	+60	+13%	$11B
3	3 Fluor FLR $6.38B	386	-3	-0.8%	$6.47B
4	4 GlobalFoundries GFS $27.2B	257	-4	-2%	$29.1B
5	5 First Trust RBA American Industrial Renaissance ETF AIRR $8.67B	142	+7	+5%	$623M
6	6 T1 Energy TE $878M	110	+8	+8%	$88.8M
7	7 DELISTED SkyWater Technology SKYT	104	+16	+18%	$106M
8	8 Hurco Companies Inc HURC $135M	56	-2	-3%	$92.8M
9	9 iShares US Tech Independence Focused ETF IETC $696M	51	+12	+31%	$95.5M
10	10 USA Rare Earth Inc USAR $4.16B	51	+4	+9%	$243M
11	11 Key Tronic KTCC $23.9M	25	+1	+4%	$20.5M
12	12 REalloys Inc ALOY $464M	9	-2	-18%	$284K
13	13 Tema U.S. Manufacturing & Reshoring ETF WELD $263M	4	0	0%	$1.75M
14	14 Aztlan North America Nearshoring Stock Selection ETF NRSH $32M	3	+1	+50%	$468K
15	15 Unusual Machines UMAC $891M	2	+2	–	$29.7K
16	AMER 16 DELISTED Emles Made in America ETF AMER	–	–	–	–
17	17 Cemtrex CETX $3.08M	–	–	–	$87.8K
18	18 First Trust RBA Deglobalization ETF DGLO $3.47M	–	–	–	–
19	GMAN 19 DELISTED Goldman Sachs Manufacturing Revolution ETF GMAN	–	–	–	–
20	20 iShares U.S. Manufacturing ETF MADE $56.2M	–	–	–	–