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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 $51.5B	1,041	+154	+17%	$31B
2	2 Jacobs Solutions J $16.6B	927	+52	+6%	$13.9B
3	3 Fluor FLR $6.37B	517	+27	+6%	$5.48B
4	4 First Trust RBA American Industrial Renaissance ETF AIRR $8.64B	457	+72	+19%	$4.5B
5	5 GlobalFoundries GFS $26.6B	320	+32	+11%	$19.6B
6	6 T1 Energy TE $818M	233	+101	+77%	$1.04B
7	7 USA Rare Earth Inc USAR $4.11B	230	+90	+64%	$761M
8	8 DELISTED SkyWater Technology SKYT	186	+43	+30%	$444M
9	9 iShares US Tech Independence Focused ETF IETC $679M	132	+2	+2%	$412M
10	10 Unusual Machines UMAC $874M	106	+19	+22%	$161M
11	11 Hurco Companies Inc HURC $136M	52	-1	-2%	$65.3M
12	12 Key Tronic KTCC $23.9M	26	0	0%	$12.7M
13	13 Tema U.S. Manufacturing & Reshoring ETF WELD $263M	24	-2	-8%	$106M
14	14 REalloys Inc ALOY $498M	14	-1	-7%	$1.87M
15	15 iShares U.S. Manufacturing ETF MADE $56.6M	13	-1	-7%	$7.04M
16	16 Cemtrex CETX $3.05M	10	+8	+400%	$1.29M
17	17 Aztlan North America Nearshoring Stock Selection ETF NRSH $32M	2	-1	-33%	$657K
18	18 First Trust RBA Deglobalization ETF DGLO $3.47M	1	+1	–	$843K
19	AMER 19 DELISTED Emles Made in America ETF AMER	–	–	–	–
20	GMAN 20 DELISTED Goldman Sachs Manufacturing Revolution ETF GMAN	–	–	–	–