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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 Comfort Systems FIX $52.1B	887	+133	+18%	$27.5B
2	2 Jacobs Solutions J $16.6B	875	+36	+4%	$15.8B
3	3 Fluor FLR $6.38B	490	-5	-1%	$6.16B
4	4 First Trust RBA American Industrial Renaissance ETF AIRR $8.67B	385	+39	+11%	$3.76B
5	5 GlobalFoundries GFS $27.2B	288	-10	-3%	$20B
6	6 DELISTED SkyWater Technology SKYT	143	+2	+1%	$415M
7	7 USA Rare Earth Inc USAR $4.16B	140	+94	+204%	$536M
8	8 T1 Energy TE $878M	132	+9	+7%	$156M
9	9 iShares US Tech Independence Focused ETF IETC $696M	130	+23	+21%	$400M
10	10 Unusual Machines UMAC $891M	87	+35	+67%	$127M
11	11 Hurco Companies Inc HURC $135M	53	+9	+20%	$72.7M
12	12 Key Tronic KTCC $23.9M	26	+1	+4%	$15.4M
13	13 Tema U.S. Manufacturing & Reshoring ETF WELD $263M	26	-1	-4%	$37.6M
14	14 REalloys Inc ALOY $464M	15	+2	+15%	$1.23M
15	15 iShares U.S. Manufacturing ETF MADE $56.2M	14	0	0%	$7.77M
16	16 Aztlan North America Nearshoring Stock Selection ETF NRSH $32M	3	-1	-25%	$853K
17	17 Cemtrex CETX $3.08M	2	-5	-71%	$142K
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	–	–	–	–