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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	820	+3	+0.4%	$13.8B
2	2 Comfort Systems FIX $52.1B	590	+35	+6%	$13B
3	3 Fluor FLR $6.38B	441	+40	+10%	$7.48B
4	4 GlobalFoundries GFS $27.2B	270	+4	+2%	$22.1B
5	5 First Trust RBA American Industrial Renaissance ETF AIRR $8.67B	207	+18	+10%	$1.15B
6	6 T1 Energy TE $878M	129	+8	+7%	$55.5M
7	7 DELISTED SkyWater Technology SKYT	125	+22	+21%	$114M
8	8 iShares US Tech Independence Focused ETF IETC $696M	60	+3	+5%	$122M
9	9 Hurco Companies Inc HURC $135M	52	0	0%	$90M
10	10 USA Rare Earth Inc USAR $4.16B	46	+1	+2%	$254M
11	11 Key Tronic KTCC $23.9M	28	+1	+4%	$25.1M
12	12 Unusual Machines UMAC $891M	10	+6	+150%	$189K
13	13 Tema U.S. Manufacturing & Reshoring ETF WELD $263M	10	+2	+25%	$61.9M
14	14 REalloys Inc ALOY $464M	9	-1	-10%	$320K
15	15 Aztlan North America Nearshoring Stock Selection ETF NRSH $32M	3	0	0%	$493K
16	16 iShares U.S. Manufacturing ETF MADE $56.2M	2	+2	–	$5.39M
17	17 Cemtrex CETX $3.08M	1	0	0%	$67.8K
18	AMER 18 DELISTED Emles Made in America ETF AMER	–	–	–	–
19	19 First Trust RBA Deglobalization ETF DGLO $3.47M	–	–	–	–
20	GMAN 20 DELISTED Goldman Sachs Manufacturing Revolution ETF GMAN	–	–	–	–