themes / reshoring-capex · horizon 5-10 years · 35 companies

Reshoring & Industrial Capex

Supply-chain re-localisation and mega-project construction in the US.

Trend vs pricing

Trend (reality)

company trend 56 · related-ETF flow 18 · growth 60

Market pricing

Expectations gap-10

Human needs

securityproductivity

Related ETFs

PAVEXLI

Constraint chain

Trend → Constraint → Required solution

Trend

Policy incentives and tariff risk relocate manufacturing

→

Constraint

Labour, permitting, electrical equipment

→

Required solution

Machinery, rental, mechanical/electrical contractors, steel

Attention

Wikipedia, App Store, GitHub, YouTube and search autocomplete · 0 of 2 sources contributing

Attention

blend of per-source scores · breadth 0

Per-source scores

Wikipedia 27YouTube —

Rising queries

reshoring definitionreshoring initiativereshoring in constructionreshoring manufacturingreshoring institutereshoring etfreshoring textilesreshoring textiles llcreshoring synonymmanufacturing jobs las vegasmanufacturing jobs henderson nvmanufacturing jobs near me

Wikipedia · 3 articles

7d avg pageviews243

vs 28d-11.4%

vs 1y-33.4%

z vs own history-1.30

ReshoringIndustrial policy of the United StatesCHIPS and Science Act

Apps · GitHub · YouTube

Apps in top-100—

GitHub repos—

YouTube videos / day0.8

Measured over50 videos · 1441.2 h

YouTube vs 28d— (12 of 21 days of history)

Newest YouTube uploads for this theme

· Aluminum reshoring? #aluminium inum
· Key American industry seeing blue-collar jobs boom as Trump's re-shoring policies pay off
· H.R. 9718: Reshoring American Manufacturing Act of 2026
· US Manufacturing Reshoring: Gain Control, Beat Tariffs #shorts
· Was Deindustrialization a Conscious Policy Choice? Is It Finally Reversing!

Member companies

Sorted by effective exposure (weight × order decay)

Ticker	Name	Weight	Order	Reality	Pricing	Gap	Growth	Quality	Value
URI	United Rentals	60%	1	41	58	-17	34	60	54
NUE	Nucor	50%	1	70	66	+4	84	37	48
CAT	Caterpillar	40%	1	70	62	+8	73	65	27
PH	Parker-Hannifin	40%	1	57	61	-4	53	55	40
FIX	Comfort Systems USA	40%	1	86	60	+26	94	70	36
ROK	Rockwell Automation	40%	1	61	66	-5	57	64	29
HRI	Herc Holdings Inc	40%	1	53	54	-1	71	33	39
J	Jacobs Solutions	40%	1	60	67	-7	71	33	31
LECO	Lincoln Electric Holdings Inc	40%	1	54	53	+1	52	55	54
MLM	Martin Marietta Materials	40%	1	37	34	+3	43	29	53
MP	MP Materials Corp. / DE	40%	1	65	47	+18	90	2	20
STLD	Steel Dynamics	40%	1	71	68	+3	85	38	38
STRL	Sterling Infrastructure, Inc.	40%	1	79	49	+30	84	58	36
ETN	Eaton	30%	1	56	72	-16	62	42	26
EMR	Emerson Electric	30%	1	45	76	-31	40	47	31
PWR	Quanta Services	30%	1	67	75	-8	84	34	26
CRH	CRH plc	30%	1	41	21	+20	46	34	72
BLDR	Builders FirstSource	30%	2	17	22	-5	9	31	61
NSC	Norfolk Southern	30%	2	35	65	-30	30	35	36
ODFL	Old Dominion	30%	2	56	53	+3	45	68	33
PCAR	Paccar	30%	2	40	37	+3	30	45	64
VMC	Vulcan Materials Company	30%	2	47	38	+9	51	38	52
HON	Honeywell	20%	2	25	11	+14	26	38	89
DE	Deere	20%	2	51	69	-18	45	55	34
CSX	CSX Corporation	20%	2	51	68	-17	48	47	34
FAST	Fastenal	20%	2	64	85	-21	68	66	12
FERG	Ferguson Enterprises	20%	2	40	45	-5	—	40	53
FLEX	Flex Ltd.	20%	2	54	59	-5	56	38	41
GWW	W. W. Grainger	20%	2	48	67	-19	44	55	36
JBHT	J.B. Hunt	20%	2	62	44	+18	63	57	59
SWK	Stanley Black & Decker	20%	2	44	42	+2	49	33	82
WAB	Wabtec	20%	2	59	69	-10	65	42	38
DOV	Dover Corporation	15%	2	60	37	+23	60	48	68
DOW	Dow Inc.	15%	3	10	56	-46	9	6	27
UTI	Universal Technical Institute Inc	15%	3	26	31	-5	25	31	45