THEMATIC

American Industrial Renaissance®

RBA has recognized the American Industrial Renaissance® as a foundational theme since 2012, making it one of our longest-running convictions in global markets. Driven by reshoring, energy competitiveness, and renewed capital investment, this secular trend continues to reshape the economic landscape, with smaller U.S. industrial companies and their financial partners positioned as key beneficiaries.

Thematic Drivers

Several structural forces are converging to drive the American Industrial Renaissance®. These long-term shifts are reshaping U.S. manufacturing, infrastructure, and economic resilience.

Reshoring and Domestic Manufacturing

Corporations are bringing production back to U.S. soil, revitalizing industrial capacity, strengthening local economies, and creating long-term opportunities for American manufacturers

Supply Chain Resilience

The need for reliable access to goods has pushed companies to diversify and localize supply chains, reducing exposure to global disruptions and geopolitical risk

Rebuilding Domestic Infrastructure

Significant public and private investment in transportation, utilities, and manufacturing facilities is laying the foundation for a stronger, more competitive U.S. economy

Investment Opportunities

Since the launch of the first American Industrial Renaissance® product in 2012, RBA has expanded access through multiple vehicles. Investors can participate in this long-standing theme in the way that best aligns with their objectives.

First Trust RBA American Industrial Renaissance® ETF (AIRR)*

Explore a liquid, diversified way to invest in companies driving the American Industrial Renaissance®.

First Trust RBA American Industrial Renaissance® Unit Investment Trust

Invest in a professionally selected, transparent portfolio offering targeted exposure to the American Industrial Renaissance® theme.

RBA American Industrial Renaissance® Index**

Track the American Industrial Renaissance® through a transparent, rules-based benchmark.

*First Trust licenses the RBA American Industrial Renaissance® Index. **RBA has made changes to the methodology of the Richard Bernstein Advisors American Industrial Renaissance® Index. Click here to learn more about the update.

RBA American Industrial Renaissance® Index Holdings as of Last Rebalance