"Manufacturing value added reached $2,961.4 billion in the fourth quarter of 2025, accounting for 9.4% of GDP. Manufacturing profits totaled $759.6 billion in the same quarter, a 9.6% increase from a year earlier."
"AIRR is the fund built specifically around the reshoring thesis described in the CHIPS Act, Inflation Reduction Act, and infrastructure spending wave. It tracks the Richard Bernstein Advisors American Industrial Renaissance Index."
"The index methodology assumes that when factories get built in the Midwest and the Sun Belt, the regional lenders financing those projects benefit alongside the equipment makers and contractors."
"That mechanism has produced the strongest returns of the three. AIRR is up about 33% year to date through May 5, with shares around."
Reshoring has transitioned from a concept to a tangible investment opportunity, represented by three ETFs: AIRR, PAVE, and XLI. Manufacturing value added reached $2,961.4 billion in Q4 2025, contributing 9.4% to GDP, while profits increased by 9.6%. The trade deficit narrowed, indicating a rise in domestic production. AIRR, focused on reshoring, has shown the highest returns, up 33% year-to-date, benefiting from investments in small- and mid-cap industrial companies and regional banks linked to industrial growth.
Read at 24/7 Wall St.
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