Tema American Reshoring ETFRSHO
RSHO
0
Funds holding %
of 7,363 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
80% more funds holding
Funds holding: 10 [Q3] → 18 (+8) [Q4]
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
25% more capital invested
Capital invested by funds: $61.9M [Q3] → $77.4M (+$15.5M) [Q4]
2.47% less ownership
Funds ownership: 54.58% [Q3] → 52.11% (-2.47%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for RSHO.
Financial journalist opinion
Positive
Seeking Alpha
2 months ago
RSHO: This Reshoring-Themed ETF Has Outperformed So Far
Reshoring and nearshoring are gaining momentum, with companies consolidating supply chains in North America. The Tema American Reshoring ETF allows investors to gain meaningful exposure to this theme. The ETF is quite concentrated, offering significant exposure to increased U.S. industrial activity.
Positive
ETF Trends
2 months ago
Disruptive Theme of the Week: 2024's Top Investment Themes & Trends
2024 was an amazing year for investment performance, with the broad market S&P 500 TR Index up over 28%. There were also some serious ETF milestones achieved this year.
Positive
ETF Trends
2 months ago
Disruptive Theme of the Week: Transformation of Retail
The holiday shopping season in recent years kicked off with a five-day weekend that began on Thanksgiving and wrapped up on Cyber Monday. According to the National Retail Federation, roughly 197 million shoppers participated in the retail frenzy this year.
Neutral
Zacks Investment Research
3 months ago
The Zacks Analyst Blog KBE, XLE, ITA, CRPT and RSHO
KBE, XLE, ITA, CRPT and RSHO are included in this Analyst Blog.
Positive
Zacks Investment Research
3 months ago
5 Sector ETFs to Gain Under Trump Presidency
Let's delve into the sectors that may benefit from the Trump administration and the ETFs worth betting on.
Positive
Reuters
5 months ago
U.S. manufacturing ETFs win assets as investors bet on 'reshoring'
Investors are piling into exchange traded funds focused on companies that are reviving or expanding production in the U.S. and taking advantage of government subsidies.
Neutral
ETF Trends
5 months ago
This or That: ETF Themes Edition
You have probably seen This or That games across social media. This is a just-for-fun version for ETF fans that covers some of the biggest themes among equity ETFs.
Positive
Seeking Alpha
6 months ago
RSHO: Reshoring Alpha To America
Rising labor costs in traditional low-cost countries and high indirect costs are making reshoring to the USA more competitive, reducing the total cost of ownership for American manufacturers. The Tema American Reshoring ETF uses top-down and active bottom-up screening analysis to invest in companies with a durable competitive advantage, resulting in a total return of 37% since inception and outperforming the S&P 500. Bipartisan support through major spending bills and increased foreign direct investment bolster the reshoring trend, making RSHO well-positioned to benefit from established companies with strong balance sheets.
Positive
Seeking Alpha
7 months ago
Tema American Reshoring ETF: Benefiting From The Return Of US Manufacturing
Reshoring trend sees manufacturing returning to the US, creating jobs and reducing reliance on overseas operations. Tema American Reshoring ETF (RSHO) captures growth opportunity in companies benefiting from the reshoring trend. Manufacturing Supercycle driven by government spending and private industry investment, along with reshoring initiatives are expected to continue for years.
Positive
Bloomberg Markets and Finance
7 months ago
Tema Founder on American Reshoring ETF (Ticker: RSHO)
Tema Founder and CEO Maurits Pot discusses the American Reshoring ETF (ticker RSHO) and believes it will do well regardless of what administration takes over as US President. He speaks with Eric Balchunas, Scarlet Fu and Katie Greifeld on "Bloomberg ETF IQ.
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