Tema American Reshoring ETF (RSHO) is an ETF managed by Independent / Boutique. Its largest position is TIMKEN CO (TKR), representing 7.02% of fund assets.
Tema American Reshoring ETF Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- RSHO
- Type:
- ETF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Feb 28, 2026
- Filing Date:
- Apr 23, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
TIMKEN CO
|
7.02% | $18,536,014.64 | 171,028 |
|
-
POWELL INDUSTRIES INC
|
6.66% | $17,589,294.80 | 33,593 |
|
-
Gates Industrial Corp Ltd.
|
6.19% | $16,361,857.62 | 593,466 |
|
-
COGNEX CORP
|
5.94% | $15,686,566.40 | 288,356 |
|
-
CATERPILLAR INC
|
5.87% | $15,496,919.46 | 20,862 |
|
-
TEREX CORP
|
5.65% | $14,928,393.06 | 217,014 |
|
-
ATI INC
|
5.26% | $13,894,680.24 | 84,936 |
|
-
ROCKWELL AUTOMATION, INC
|
5.16% | $13,643,463.25 | 33,485 |
|
-
APPLIED INDUSTRIAL TECHNOLOGIES INC
|
4.93% | $13,031,176.70 | 46,115 |
|
-
Ingersoll Rand Inc.
|
4.63% | $12,236,693.76 | 129,984 |
|
-
Parker-Hannifin Corp
|
4.26% | $11,267,494.70 | 11,165 |
|
-
SPX Technologies, Inc.
|
4.18% | $11,046,304.50 | 48,675 |
|
-
Eaton Corp plc
|
4.10% | $10,834,014.40 | 28,820 |
|
-
APi Group Corp
|
3.92% | $10,363,314.78 | 233,093 |
|
-
HONEYWELL INTERNATIONAL INC
|
3.85% | $10,174,754.30 | 41,770 |
|
-
LINDE PLC
|
3.79% | $10,000,538.64 | 19,683 |
|
-
APPLIED MATERIALS INC /DE
|
3.54% | $9,358,785.41 | 100,188 |
|
-
MODINE MANUFACTURING CO
|
3.21% | $8,484,606.00 | 37,336 |
|
-
Atmus Filtration Technologies Inc.
|
2.60% | $6,877,413.81 | 106,577 |
|
-
HERC HOLDINGS INC
|
2.40% | $6,330,949.31 | 45,289 |
|
-
CRH PUBLIC LTD CO
|
1.95% | $5,151,581.26 | 42,937 |
|
-
FIRST AMERICAN TREASURY OBLIGA
|
1.08% | $2,844,494.20 | 2,844,494 |
|
-
COMMERCIAL METALS Co
|
0.96% | $2,540,284.80 | 34,656 |
|
-
FASTENAL CO
|
0.94% | $2,486,482.28 | 54,007 |
|
-
EMERSON ELECTRIC CO
|
0.91% | $2,412,150.75 | 16,001 |
|
-
EXPAND ENERGY Corp
|
0.71% | $1,867,987.28 | 17,309 |
|
-
Solstice Advanced Materials Inc.
|
0.22% | $589,610.10 | 7,510 |
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