← All themes

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	832	-31	-4%	$12.7B
2	2 Comfort Systems FIX $52.1B	631	-34	-5%	$10.9B
3	3 Fluor FLR $6.38B	439	-17	-4%	$5.47B
4	4 First Trust RBA American Industrial Renaissance ETF AIRR $8.67B	335	+29	+9%	$2.17B
5	5 GlobalFoundries GFS $27.2B	259	-9	-3%	$20.4B
6	6 DELISTED SkyWater Technology SKYT	135	-6	-4%	$104M
7	7 T1 Energy TE $878M	126	-8	-6%	$83.7M
8	8 iShares US Tech Independence Focused ETF IETC $696M	86	+18	+26%	$167M
9	9 Hurco Companies Inc HURC $135M	46	-3	-6%	$68.9M
10	10 Unusual Machines UMAC $891M	31	+6	+24%	$7.38M
11	11 Key Tronic KTCC $23.9M	25	-3	-11%	$11.7M
12	12 Tema U.S. Manufacturing & Reshoring ETF WELD $263M	22	+3	+16%	$96.5M
13	13 USA Rare Earth Inc USAR $4.16B	15	+7	+88%	$13.3M
14	14 REalloys Inc ALOY $464M	11	0	0%	$388K
15	15 iShares U.S. Manufacturing ETF MADE $56.2M	8	+3	+60%	$5.08M
16	16 Aztlan North America Nearshoring Stock Selection ETF NRSH $32M	4	+2	+100%	$1.34M
17	17 Cemtrex CETX $3.08M	2	-2	-50%	$21.4K
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	–	–	–	–