# Portfolio overlap — RSHO vs MADE

Comparing **Tema American Reshoring ETF** (2026-02-28) and **iShares U.S. Manufacturing ETF** (2026-03-31).

- Shared positions: 7
- Tema American Reshoring ETF covered by iShares U.S. Manufacturing ETF: 0.1445120856095332300028035790
- iShares U.S. Manufacturing ETF covered by Tema American Reshoring ETF: 0.1445120856095332300028035790

## Tema American Reshoring ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TIMKEN CO | 0.070203 |  |
| POWELL INDUSTRIES INC | 0.066617 | ✓ |
| GATES INDUSTRIAL CORP PLC | 0.061968 |  |
| COGNEX CORP | 0.059411 |  |
| CATERPILLAR INC | 0.058692 | ✓ |
| TEREX CORP | 0.056539 | ✓ |
| ATI INC | 0.052624 |  |
| ROCKWELL AUTOMATION INC | 0.051673 | ✓ |
| APPLIED INDU TEC | 0.049354 |  |
| INGERSOLL RAND INC | 0.046345 |  |
| PARKER HANNIFIN CORP | 0.042674 | ✓ |
| SPX TECHNOLOGIES INC | 0.041836 | ✓ |
| EATON CORP PLC | 0.041032 |  |
| API GROUP CORP | 0.039250 |  |
| HONEYWELL INTL INC | 0.038536 | ✓ |
| LINDE PLC | 0.037876 |  |
| ABB Ltd. (Registered) | 0.035445 |  |
| MODINE MFG CO | 0.032134 |  |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.026047 |  |
| HERC HOLDINGS INC | 0.023978 |  |
| CRH PLC | 0.019511 |  |
| FIRST AM-TR OB-X | 0.010773 |  |
| COMMERCIAL METALS CO | 0.009621 |  |
| FASTENAL CO | 0.009417 |  |
| EMERSON ELECTRIC CO | 0.009136 |  |
| EXPAND ENERGY CORP | 0.007075 |  |
| SOLSTICE ADV MAT | 0.002233 |  |

## iShares U.S. Manufacturing ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EATON CORP PLC | 0.041222 |  |
| CATERPILLAR INC | 0.041051 | ✓ |
| DEERE & CO | 0.038878 |  |
| HONEYWELL INTL INC | 0.038711 | ✓ |
| AMPHENOL CORPORATION CL A | 0.038507 |  |
| CUMMINS INC | 0.038350 |  |
| VERTIV HOLDINGS CO | 0.038055 |  |
| PARKER HANNIFIN CORP | 0.035484 | ✓ |
| GENERAL MOTORS CO | 0.034749 |  |
| RTX CORP | 0.033746 |  |
| TE CONNECTIVITY | 0.031649 |  |
| PACCAR INC | 0.031312 |  |
| TRANE TECHNOLOGI | 0.028960 |  |
| AMETEK INC NEW | 0.025458 |  |
| JOHNSON CONTROLS | 0.025169 |  |
| FORD MOTOR CO | 0.023333 |  |
| COHERENT CORP | 0.023044 |  |
| ROCKWELL AUTOMATION INC | 0.020810 | ✓ |
| BOEING CO/THE | 0.020374 |  |
| LOCKHEED MARTIN CORP | 0.015958 |  |
| TELEDYNE TECHNOLOGIES INC | 0.014657 |  |
| DOVER CORP | 0.014507 |  |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.014075 |  |
| CARRIER GLOBAL CORP | 0.013892 |  |
| BLOOM ENERGY CORP CL A | 0.013884 |  |
| NORTHROP GRUMMAN CORP | 0.011874 |  |
| GENERAL DYNAMICS CORPORATION | 0.011354 |  |
| HUBBELL INC | 0.010356 |  |
| SNAP-ON INCORPORATED | 0.009725 |  |
| FABRINET | 0.009644 |  |
| XYLEM INC | 0.009142 |  |
| FORTIVE CORP | 0.008939 |  |
| TRANSDIGM GROUP INC | 0.008525 |  |
| L3HARRIS TECHNOLOGIES INC | 0.008404 |  |
| FIRST SOLAR INC | 0.008402 |  |
| NVENT ELECTRIC | 0.007575 |  |
| NEXTRACKER INC CL A | 0.007107 |  |
| LINCOLN ELECTRIC HLDGS INC | 0.007073 |  |
| RIVIAN AUTOMOTIVE INC | 0.006340 |  |
| ADV ENERGY INDS | 0.006286 |  |
| STANLEY BLACK and DECKER INC | 0.005678 |  |
| TTM TECHNOLOGIES INC | 0.005195 |  |
| ALLISON TRANSMISSION HLDGS INC | 0.005027 |  |
| REGAL REXNORD CORP | 0.004937 |  |
| OSHKOSH CORP | 0.004803 |  |
| TORO CO | 0.004700 |  |
| LENNOX INTL INC | 0.004654 |  |
| GENERAC HOLDINGS INC | 0.004551 |  |
| PENTAIR PLC | 0.004477 |  |
| GRACO INC | 0.004408 |  |


## Sources

- N-PORT (fund A) — accession `0000894189-26-012692` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1944285/000089418926012692/0000894189-26-012692-index.htm>
- N-PORT (fund B) — accession `0001004726-26-003729` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000100472626003729/0001004726-26-003729-index.htm>

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