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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	863	+43	+5%	$14.1B
2	2 Comfort Systems FIX $52.1B	665	+75	+13%	$14.4B
3	3 Fluor FLR $6.38B	456	+15	+3%	$7.82B
4	4 First Trust RBA American Industrial Renaissance ETF AIRR $8.67B	306	+99	+48%	$1.99B
5	5 GlobalFoundries GFS $27.2B	268	-2	-0.7%	$23.8B
6	6 DELISTED SkyWater Technology SKYT	141	+16	+13%	$184M
7	7 T1 Energy TE $878M	134	+5	+4%	$162M
8	8 iShares US Tech Independence Focused ETF IETC $696M	68	+8	+13%	$146M
9	9 Hurco Companies Inc HURC $135M	49	-3	-6%	$82.6M
10	10 Key Tronic KTCC $23.9M	28	0	0%	$18.8M
11	11 Unusual Machines UMAC $891M	25	+15	+150%	$9.94M
12	12 Tema U.S. Manufacturing & Reshoring ETF WELD $263M	19	+9	+90%	$77.8M
13	13 REalloys Inc ALOY $464M	11	+2	+22%	$276K
14	14 USA Rare Earth Inc USAR $4.16B	8	-38	-83%	$19.1M
15	15 iShares U.S. Manufacturing ETF MADE $56.2M	5	+3	+150%	$5.56M
16	16 Cemtrex CETX $3.08M	4	+3	+300%	$103K
17	17 Aztlan North America Nearshoring Stock Selection ETF NRSH $32M	2	-1	-33%	$253K
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	–	–	–	–