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American Reshoring & Industrial Renaissance Index
official“An index of US manufacturers, construction firms, and supply-chain players directly benefiting from the reshoring megatrend — driven by the CHIPS Act, IRA, and de-globalisation of critical supply chains.”
built · 2026-04-30 22:12·rebalance · quarterly·next run · 2026-07-30
creator narrative
0/1000
backtest · S&P 500 (SPX)·range
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risk-free raterf = 4.50%
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no backtest data
attribution factsheet
holdings · 15
click a row to drill in ↗NameAllocationRationale
NUENucorMaterials8.00%Largest US steel producer; domestic content requirements in infrastructure & defence.STLDSteel DynamicsMaterials8.00%EAF steel maker with diversified product lines; strong US manufacturing exposure.CMICumminsIndustrials7.00%Engines and electrified powertrains for US manufacturing and on-highway reshoring.DEDeere & CompanyIndustrials7.00%Agricultural and construction equipment; built in US, sold to domestic agri-reshoring.CATCaterpillarIndustrials7.00%Heavy equipment for onshoring construction sites, data centers, and infrastructure.HONHoneywellIndustrials7.00%Automation and safety systems for US factory modernisation projects.ROKRockwell AutomationTechnology6.00%Factory automation PLC/SCADA leader; direct pick-and-shovel play on reshoring capex.EMREmerson ElectricIndustrials6.00%Process automation and industrial software for new US semiconductor and pharma fabs.MTDMettler-ToledoIndustrials6.00%Precision instruments for US pharma, food, and chemical manufacturing.PCARPACCARIndustrials6.00%US Class 8 trucks (Kenworth, Peterbilt) move domestically reshored goods.URIUnited RentalsIndustrials6.00%Equipment rental for semiconductor and EV battery mega-site construction.MLMMartin Marietta MaterialsMaterials5.00%Aggregates for onshoring infrastructure: roads, runways, factory pads.VMCVulcan MaterialsMaterials5.00%Crushed stone, sand, gravel — backbone of all US construction mega-projects.PRIMPrimoris ServicesIndustrials5.00%Specialty contractor building utility-scale solar, EV infrastructure, and industrial plants.IIINInsteel IndustriesMaterials5.00%Steel wire reinforcement for US bridges, highways, and reshoring construction.
weighting · equal
rebalance · quarterly