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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	1,205	+164	+16%	$44.6B
2	2 Jacobs Solutions J $16.6B	916	-11	-1%	$13.5B
3	3 Fluor FLR $6.38B	531	+14	+3%	$5.99B
4	4 First Trust RBA American Industrial Renaissance ETF AIRR $8.67B	502	+45	+10%	$5.73B
5	5 GlobalFoundries GFS $27.2B	351	+31	+10%	$25B
6	6 USA Rare Earth Inc USAR $4.16B	318	+88	+38%	$1.94B
7	7 T1 Energy TE $878M	255	+22	+9%	$791M
8	8 DELISTED SkyWater Technology SKYT	197	+11	+6%	$801M
9	9 Unusual Machines UMAC $891M	141	+35	+33%	$299M
10	10 iShares US Tech Independence Focused ETF IETC $696M	112	-20	-15%	$286M
11	11 Hurco Companies Inc HURC $135M	53	+1	+2%	$64.5M
12	12 REalloys Inc ALOY $464M	49	+35	+250%	$26.6M
13	13 Tema U.S. Manufacturing & Reshoring ETF WELD $263M	35	+11	+46%	$73.6M
14	14 Key Tronic KTCC $23.9M	26	0	0%	$12.7M
15	15 iShares U.S. Manufacturing ETF MADE $56.2M	24	+11	+85%	$9.45M
16	16 Cemtrex CETX $3.08M	9	-1	-10%	$928K
17	17 First Trust RBA Deglobalization ETF DGLO $3.47M	3	+2	+200%	$1.18M
18	18 Aztlan North America Nearshoring Stock Selection ETF NRSH $32M	2	0	0%	$649K
19	AMER 19 DELISTED Emles Made in America ETF AMER	–	–	–	–
20	GMAN 20 DELISTED Goldman Sachs Manufacturing Revolution ETF GMAN	–	–	–	–