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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	839	+7	+0.8%	$13.9B
2	2 Comfort Systems FIX $54.3B	754	+123	+19%	$18.1B
3	3 Fluor FLR $6.37B	495	+56	+13%	$8.12B
4	4 First Trust RBA American Industrial Renaissance ETF AIRR $8.59B	346	+11	+3%	$2.69B
5	5 GlobalFoundries GFS $27.3B	298	+39	+15%	$21B
6	6 DELISTED SkyWater Technology SKYT	141	+6	+4%	$166M
7	7 T1 Energy TE $869M	123	-3	-2%	$88.6M
8	8 iShares US Tech Independence Focused ETF IETC $699M	107	+21	+24%	$238M
9	9 Unusual Machines UMAC $886M	52	+21	+68%	$31.7M
10	10 USA Rare Earth Inc USAR $3.87B	46	+31	+207%	$140M
11	11 Hurco Companies Inc HURC $134M	44	-2	-4%	$80.8M
12	12 Tema U.S. Manufacturing & Reshoring ETF WELD $264M	27	+5	+23%	$71.7M
13	13 Key Tronic KTCC $23.7M	25	0	0%	$12.7M
14	14 iShares U.S. Manufacturing ETF MADE $56.2M	14	+6	+75%	$8.47M
15	15 REalloys Inc ALOY $428M	13	+2	+18%	$1.05M
16	16 Cemtrex CETX $3.12M	7	+5	+250%	$98K
17	17 Aztlan North America Nearshoring Stock Selection ETF NRSH $32M	4	0	0%	$522K
18	AMER 18 DELISTED Emles Made in America ETF AMER	–	–	–	–
19	19 First Trust RBA Deglobalization ETF DGLO $3.46M	–	–	–	–
20	GMAN 20 DELISTED Goldman Sachs Manufacturing Revolution ETF GMAN	–	–	–	–