Data as of .
Reshoring and manufacturing ETFs
10 funds, measured by holdings rather than by name. The typical fund carries 37% of its weight in S&P 500 names, which is the 13th most of the 40 themes here with filed books.
What these funds actually own
Between them the 10 funds' ten largest holdings name 98 companies, of which 2 appear in more than one. Caterpillar Inc is among the ten largest of 2 of them, at an average of 5.2% of the fund.
| Company | Among the ten largest of | Average weight where it is | Largest, and in which fund |
|---|---|---|---|
| Caterpillar Inc CAT | 2 of 10 | 5.2% | 6.6% in RSHO |
| Eaton Corp PLC ETN | 2 of 10 | 5.1% | 5.7% in RSHO |
| SAMSUNG ELECTRO MECHANICS | 1 of 10 | 15.2% | 15.2% in KMCA |
| SK HYNIX INC | 1 of 10 | 12.2% | 12.2% in KMCA |
| SK hynix Inc 000660 | 1 of 10 | 9.8% | 9.8% in PIEL |
| Timken Co/The TKR | 1 of 10 | 8.9% | 8.9% in RSHO |
| Ouster, Inc. | 1 of 10 | 8.9% | 8.9% in MAKX |
| SAMSUNG ELECTRONICS CO LTD | 1 of 10 | 8.0% | 8.0% in KMCA |
| Powell Industries Inc POWL | 1 of 10 | 7.9% | 7.9% in RSHO |
| NVIDIA CORP | 1 of 10 | 7.8% | 7.8% in SUPP |
| Cognex Corp CGNX | 1 of 10 | 7.7% | 7.7% in RSHO |
| TAIWAN SEMICONDUCTOR-SP ADR | 1 of 10 | 7.6% | 7.6% in SUPP |
| 3D Systems Corp. | 1 of 10 | 7.4% | 7.4% in MAKX |
| BROADCOM INC | 1 of 10 | 7.1% | 7.1% in SUPP |
| DAEDUCK ELECTRONICS CO LTD | 1 of 10 | 6.6% | 6.6% in KMCA |
The 15 most widely held of 98. Each fund files its whole book and this counts the ten largest out of it, so a fund missing from a row may still hold that company below its own tenth position. Weights are of the funds that name it, never of the theme.
| Ticker | Fund | Issuer | In the S&P 500 | Active share | Total return 1Y | vs S&P 500 | Fee |
|---|---|---|---|---|---|---|---|
| AIRR | First Trust RBA American Industrial Renaissance ETF | First Trust | 5.5% | 99.9% | +15.0% | −2.5 pts | 0.69% |
| RSHO | Tema American Reshoring ETF | Tema | 31.6% | 97.9% | +44.4% | +26.9 pts | 0.75% |
| MADE | iShares U.S. Manufacturing ETF | iShares | 80.2% | 94.8% | +24.2% | +6.7 pts | 0.40% |
| PEXL | Pacer US Export Leaders ETF | Pacer | 97.3% | 68.8% | +27.1% | +9.6 pts | 0.49% |
| NRSH | Aztlan North America Nearshoring Stock Selection ETF | not established | 39.1% | 92.6% | +34.7% | +17.2 pts | 0.76% |
| SUPP | TCW Transform Supply Chain ETF | TCW | 54.8% | 83.6% | +11.6% | −5.9 pts | 0.75% |
| MAKX | ProShares S&P Kensho Smart Factories ETF | ProShares | 35.1% | 95.5% | +28.4% | +10.9 pts | 0.58% |
| KMCA | PLUS Korea Manufacturing Core Alliance Index ETF | not established | 0.0% | 100.0% | listed 127 days | · | 0.65% |
| SUPL | ProShares Supply Chain Logistics ETF | ProShares | 40.7% | 99.1% | +23.9% | +6.4 pts | 0.58% |
| PIEL | Pacer International Export Leaders ETF | Pacer | 0.0% | 100.0% | listed 262 days | · | 0.49% |
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Where these figures came from
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Cite this page. ETFIQ, Reshoring and manufacturing ETFs, data as of Sep 11, 2026. https://etfiq.com/themes/reshoring Free to use with attribution; the underlying files are at Open data.