As of . Rebuilt every trading night.
The most concentrated reshoring ETFs
Two funds on one theme can hold ten names or two hundred. That is the choice this list is about, and it is not visible in either fund’s name.
| # | Ticker | Fund | Top ten weight | Holdings | Net assets | Total return, 1Y |
|---|---|---|---|---|---|---|
| 1 | WELD | Tema U.S. Manufacturing & Reshoring ETF | 62.0% | 22 | $269m | too new |
| 2 | KMCA | PLUS Korea Manufacturing Core Alliance I | 60.8% | 35 | $3m | too new |
| 3 | MAKX | ProShares S&P Kensho Smart Factories ETF | 59.5% | 24 | $5m | +22.8% |
| 4 | SUPP | TCW Transform Supply Chain ETF | 59.4% | 28 | $12m | +10.4% |
| 5 | SUPL | ProShares Supply Chain Logistics ETF | 46.1% | 40 | $2m | +22.3% |
| 6 | PIEL | Pacer International Export Leaders ETF | 45.7% | 100 | $1m | too new |
| 7 | PEXL | Pacer US Export Leaders ETF | 43.5% | 100 | $62m | +25.5% |
| 8 | NRSH | Aztlan North America Nearshoring Stock S | 39.8% | 30 | $28m | +29.8% |
| 9 | MADE | iShares U.S. Manufacturing ETF | 38.7% | 117 | $59m | +20.6% |
| 10 | AIRR | First Trust RBA American Industrial Rena | 30.8% | 58 | $9.2bn | +11.6% |
Method
The 10 of 10 ETFs in the reshoring and manufacturing theme with a filed book, most concentrated first. Across the funds listed here the weight in the ten largest runs from 30.8% to 62.0%. Concentration is not a fault. It is how much of the fund rides on ten decisions. The ranking is the published field sorted, nothing else: no scoring, no weighting and no view on any fund. Every fund ETFIQ covers in this category is eligible, including funds that have closed, because leaving them out would flatter the category.
Where to next
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
A ranking is not a recommendation and no order on this site is an opinion. ETFIQ is an independent publisher, not an adviser. Standards and sources
Cite this page. ETFIQ, The most concentrated reshoring ETFs, ranked by the share of the fund held in its ten largest positions, data as of Sep 18, 2026. https://etfiq.com/rankings/themes-concentrated-reshoring Free to use with attribution; the underlying files are at Open data.