NYSE ARCA | ETF
The TemaU. S.
Manufacturing & Reshoring ETF (WELD) is an actively managed exchange-traded fund that invests in companies positioned to benefit from a potential resurgence inU. S. manufacturing, industrial activity, and infrastructure development.
The portfolio spans raw materials, heavy equipment, engineering, transportation, and construction, capturing the breadth of domestic manufacturing growth.
The fund was launched on May 10, 2023 as the Tema American Reshoring ETF (RSHO); on June 1, 2026 it was renamed the TemaU. S.
Manufacturing & Reshoring ETF, and on June 22, 2026 the ticker was changed from RSHO to WELD.
The fund is advised by Tema ETFs LLC with Tidal Investments LLC as sub-adviser and is listed on NYSE.
Top 20 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| TKR | Timken Company | Industrials | Tools & Accessories | 8.24% |
| CGNX | Cognex Corporation | Technology | Scientific & Technical Instruments | 6.91% |
| AIT | Applied Industrial Technologies | Industrials | Industrial Distribution | 6.80% |
| TEX | Terex Corporation | Industrials | Farm & Heavy Construction Machinery | 6.77% |
| CAT | Caterpillar Inc | Industrials | Farm & Heavy Construction Machinery | 5.85% |
| GTES | Gates Industrial Corporation plc | Industrials | Specialty Industrial Machinery | 5.72% |
| POWL | Powell Industries Inc | Industrials | Electrical Equipment & Parts | 5.16% |
| PH | Parker-Hannifin Corporation | Industrials | Specialty Industrial Machinery | 5.15% |
| LIN | Linde plc Ordinary Shares | Basic Materials | Specialty Chemicals | 4.91% |
| ETN | Eaton Corporation PLC | Industrials | Specialty Industrial Machinery | 4.82% |
| ATI | Allegheny Technologies Incorporated | Industrials | Metal Fabrication | 4.75% |
| IR | Ingersoll Rand Inc | Industrials | Specialty Industrial Machinery | 4.11% |
| ROK | Rockwell Automation Inc | Industrials | Specialty Industrial Machinery | 3.98% |
| SPW0 | SPX TECHNOLOGIES DL 10 | Industrials | Building Products & Equipment | 3.64% |
| TSM | Taiwan Semiconductor Manufacturing | Technology | Semiconductors | 3.58% |
| ABBN | ABB Ltd | Industrials | Electrical Equipment & Parts | 3.46% |
| APG | Api Group Corp | Industrials | Engineering & Construction | 3.10% |
| MOD | Modine Manufacturing Company | Consumer Cyclical | Auto Parts | 2.84% |
| FXFXX | First American Funds Inc. - Treasury Obligations Fund | 2.42% | ||
| US04956D1072 | ATMUS FILTRATION TECHNOLOGIE | 2.13% |