RSHO holdings — Tema U.S. Manufacturing & Reshoring ETF
Tema U.S. Manufacturing & Reshoring ETF (RSHO) held 25 positions with net assets of $274M as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 61.5% of the fund, led by TKR, POWL, CGNX.
RSHO top holdings
- TKR Timken Co/The — 8.86% ($24.3M)
- POWL Powell Industries Inc — 7.81% ($21.4M)
- CGNX Cognex Corp — 7.64% ($20.9M)
- CAT Caterpillar Inc — 6.57% ($18.0M)
- ETN Eaton Corp PLC — 5.70% ($15.6M)
- GTES Gates Industrial Corp PLC — 5.53% ($15.2M)
- ATI ATI Inc — 5.15% ($14.1M)
- AIT Applied Industrial Technologie — 5.04% ($13.8M)
- LIN Linde PLC — 4.84% ($13.3M)
- TEX Terex Corp — 4.35% ($11.9M)
- ABBN ABB Ltd — 3.86% ($10.6M)
- SPXC SPX Technologies Inc — 3.79% ($10.4M)
- TSM TSMC — 3.76% ($10.3M)
- ROK Rockwell Automation Inc — 3.74% ($10.3M)
- MOD Modine Manufacturing Co — 3.74% ($10.3M)
- PH Parker-Hannifin Corp — 3.39% ($9.29M)
- IR Ingersoll Rand Inc — 3.35% ($9.18M)
- APG API Group Corp — 3.18% ($8.72M)
- SOLS Solstice Advanced Materials In — 2.43% ($6.67M)
- ATMU Atmus Filtration Technologies — 1.79% ($4.91M)
- HON Honeywell International Inc — 1.61% ($4.42M)
- CRH CRH PLC — 1.21% ($3.31M)
- WMB Williams Cos Inc/The — 0.97% ($2.65M)
- MWH Solv Energy Inc — 0.92% ($2.51M)
- FXFXX First American Treasury Obliga — 0.75% ($2.05M)
What are RSHO's top 10 holdings?
TKR (8.9%), POWL (7.8%), CGNX (7.6%), CAT (6.6%), ETN (5.7%), GTES (5.5%), ATI (5.2%), AIT (5.0%), LIN (4.8%), TEX (4.4%).
How many stocks are in RSHO?
Tema U.S. Manufacturing & Reshoring ETF reported 25 holdings as of May 31, 2026.