RSHO
American Reshoring ETF

Invest in Made in America: US Manufacturing and Infrastructure.

Share Price:

$35.54

March 25, 2025

Why Invest in RSHO ETF?

4-2

Made in America

Made in America is driving investment in US infrastructure and manufacturing innovation.

2

Generational Opportunity

Policymaking, deglobalization, and supply chain shifts are accelerating US reshoring and manufacturing growth.

1

Diversified Growth

RSHO aims to offer differentiated exposure to under-owned high-growth industrial, automation, and materials companies.

Fund Overview

Fund Details

As of March 25, 2025
Primary Exchange
NYSE
Ticker
RSHO
AuM ($M)
$208,631,029
# of Holdings
28
Fund Inception Date
05/10/23
Gross Expense Ratio
0.99%
Net Expense Ratio*
0.75%
Implied Liquidity (USD)
Source: Factset. ETF Implied liquidity is a representation of how many shares can potentially be traded daily in an ETF as portrayed by the creation unit. This is defined as the smallest value of the IDTS (Implied Daily Tradable Shares) for each holding in the creation unit. Applies only to funds in 100% equity exposure.
$193M
Shares Outstanding
5,870,000
Portfolio Manager
Chris Semenuk
Investment Advisor
Tema ETFs LLC
Investment Sub-Advisor
NEOS Investments, LLC
*Contractual expense cap for net expense ratio of 0.75% is in effect through 06/28/2025

Fund Summary

The actively managed Tema American Reshoring ETF seeks to provide long-term growth by investing in companies that stand to benefit from manufacturing moving back to US shores. This long-term process is already leading to the upgrading and securing of supply chains, and reindustrialization, reinvigorating the domestic economy. The fund predominantly invests in companies that span sectors such as industrials, transport, infrastructure, materials, and semiconductors.

Introducing RSHO

Portfolio Breakdown

Top 10 holdings

As of March 25, 2025
Company
% of Nav
ROCKWELL AUTOMATION, INC.
5.84%
THE TIMKEN CO.
5.78%
APPLIED INDUSTRIAL TECHNOLOGIES, INC.
5.77%
EATON CORP. PLC
4.98%
CRH PLC
4.91%
LINDE PLC
4.77%
FASTENAL CO.
4.60%
API GROUP CORP.
4.38%
LONZA GROUP AG
4.18%
SPX TECHNOLOGIES, INC.
4.08%

Country Breakdown

Industry Breakdown

  • Performance
  • Distributions
  • Premium / Discount

Prices & Performance

As of
Feb 28, 2025

RSHO

3 months

1 Year

3 Years

5 Years

Since inception

NAV
-11.35% -0.80%
7.35% 17.05%
23.76% 27.71%
Market Price
-11.45% -0.76%
7.25% 17.28%
23.85% 27.95%

Performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted. Returns for periods of less than one year are not annualized.


The market price returns are based on the official closing price of an ETF share or, if the official closing price isn’t available, the midpoint between the national best bid and national best offer (“NBBO”) as of the time the ETF calculates current NAV per share, and do not represent the returns you would receive if you traded shares at other times. NAVs are calculated using prices as of 4:00 PM Eastern Time. The first trading date is typically several days after the fund inception date. Therefore, NAV is used to calculate market returns prior to the first trade date because there is no bid/ask spread until the fund starts trading.

RSHO NAV / Market Price

NAV$35.54
NAV change (1D)$0.07
Median Bid/Ask Spread (30 Day)0.17%
Market Price$35.54
Market Price Change (1D)$0.01
Premium/Discount-0.01%
As of: March 25, 2025

How does the Tema RSHO ETF fit in a portfolio?

Investment Style Box

Frame 48095809

Source: Tema. The investment style Box reveal’s a fund’s investment strategy by showing its investment style and market capitalization based on the fund’s portfolio holdings.

Potential Portfolio

Equity Allocation

5-10%

of Equity Core

pie-chart
zebra

RSHO ETF

Ellipse 624

Satellite

Ellipse 625

Equity core

Where could a position be funded from?

  • From a mid cap position due to RSHO’s mid-cap growth style.
  • We believe the quality bias makes for a strong alternative or compliment to a broad index approach.
  • Mid-cap businesses typically under-represented in a portfolio, despite having a historically positive effect on risk-adjusted returns.

How to buy

*Neither Tema ETFs LLC nor undefined ETF are affiliated with these financial services firms. Their listing should not be viewed as a recommendation or endorsement.