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6K Additive (ASX:6KA), a metal powder manufacturer, is seen by Cerutty Macro Fund as a play on US re-industrialisation. In January 2026, Cerutty said 6K Additive represents a compelling way to gain exposure to the re-industrialisation of the United States, particularly in defence and aerospace manufacturing, where demand for advanced metal powders is growing. 6K Additive operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Cerutty Macro Fund. Headquartered in Burgettstown, Pennsylvania, 6K Additive produces spherical metal powders, including titanium, nickel and refractory alloys, for additive manufacturing and other advanced applications, using its proprietary UniMelt microwave plasma technology, which can use recycled feedstock, supplying aerospace, defence, medical and industrial customers as US manufacturers seek domestic supply of critical materials.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Cerutty Macro Fund have invested in 6K Additive Inc (ASX:6KA).
Cerutty highlights 6K Additive's exposure to US re-industrialisation and demand for advanced metal powders in defence and aerospace.
The available commentary does not set out specific risks, though 6K Additive must scale production and win long-term contracts with major customers.
6K Additive, Inc. produces high-quality metal powders for additive manufacturing. Headquartered in Burgettstown, PA, the company specializes in manufacturing spherical metal powders, angular metal powders, and alloy additions. These materials are engineered for use in industrial 3D printing and advanced manufacturing applications.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.