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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	817	-6	-0.7%	$15.1B
2	2 Comfort Systems FIX $51.5B	555	+48	+9%	$10.5B
3	3 Fluor FLR $6.29B	401	+15	+4%	$6.81B
4	4 GlobalFoundries GFS $26.6B	266	+9	+4%	$28.8B
5	5 First Trust RBA American Industrial Renaissance ETF AIRR $8.58B	189	+47	+33%	$835M
6	6 T1 Energy TE $836M	121	+11	+10%	$100M
7	7 DELISTED SkyWater Technology SKYT	103	-1	-1%	$85.7M
8	8 iShares US Tech Independence Focused ETF IETC $692M	57	+6	+12%	$108M
9	9 Hurco Companies Inc HURC $136M	52	-4	-7%	$65.4M
10	10 USA Rare Earth Inc USAR $4.09B	45	-6	-12%	$245M
11	11 Key Tronic KTCC $24.5M	27	+2	+8%	$17.8M
12	12 REalloys Inc ALOY $459M	10	+1	+11%	$308K
13	13 Tema U.S. Manufacturing & Reshoring ETF WELD $261M	8	+4	+100%	$38.5M
14	14 Unusual Machines UMAC $867M	4	+2	+100%	$72.5K
15	15 Aztlan North America Nearshoring Stock Selection ETF NRSH $31.3M	3	0	0%	$950K
16	16 Cemtrex CETX $3.12M	1	+1	–	$166K
17	AMER 17 DELISTED Emles Made in America ETF AMER	–	–	–	–
18	18 First Trust RBA Deglobalization ETF DGLO $3.46M	–	–	–	–
19	GMAN 19 DELISTED Goldman Sachs Manufacturing Revolution ETF GMAN	–	–	–	–
20	20 iShares U.S. Manufacturing ETF MADE $55.6M	–	–	–	–