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Reshoring & American Manufacturing

Reshoring brings production back to the country that consumes the output, driven by tariffs, subsidies, and the memory of broken supply chains. The first beneficiaries are the firms that build and equip the factories.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$47.5M	+$18.4M	9	0.15%	Increased
227	Quantinno Capital Management New York	$47.3M	+$5.28M	8	0.06%	Increased
228	AAM Alpine Associates Management Palm Beach, Florida	$47.2M	+$4.38M	1	2.96%	Increased
229	Ceredex Value Advisors Orlando, Florida	$46.6M	+$39.5M	1	1.31%	New
230	SA Situational Awareness San Francisco, California	$46.5M	-$36.3M	1	0.23%	Reduced
231	Vanguard Investments Australia Victoria, Australia	$46.4M	+$1.07M	7	0.12%	Increased
232	SEB Asset Management Stockholm,	$45.7M	+$12.1M	2	0.17%	Increased
233	Treasurer of the State of North Carolina Raleigh, North Carolina	$45.4M	+$4.9M	3	0.12%	Increased
234	CAPTRUST Financial Advisors Raleigh, North Carolina	$45.4M	-$259K	7	0.07%	Reduced
235	Thompson Siegel & Walmsley Richmond, Virginia	$45.2M	+$3.3M	2	0.81%	Increased
236	Aware Super Sydney, Australia	$45M	-$2.06M	1	0.64%	Reduced
237	Nomura Asset Management Tokyo, Japan	$44.5M	+$15.1M	5	0.1%	Increased
238	Harbour Investments Madison, Wisconsin	$43.8M	+$4.75M	13	0.59%	Increased
239	Private Advisor Group Morristown, New Jersey	$43.3M	-$6.23M	7	0.2%	Reduced
240	W.H. Reaves & Co Jersey City, New Jersey	$43.2M	-$7.3M	1	0.65%	Reduced
241	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$42.7M	-$1.74M	6	0.05%	Reduced
242	Woodline Partners San Francisco, California	$42.3M	-$46.9M	4	0.13%	Reduced
243	Mackenzie Financial Toronto Ontario, Ontario, Canada	$42M	+$3.6M	3	0.04%	Increased
244	GIM Goodlander Investment Management Dallas, Texas	$41.6M	+$16.3M	1	12.56%	Increased
245	Summit Partners Public Asset Management Boston, Massachusetts	$41.6M	+$20M	1	0.73%	Increased
246	Credit Agricole Montrouge Cedex, France	$41.4M	-$1.12M	4	0.08%	Reduced
247	Magnetar Financial Evanston, Illinois	$41.2M	-$40.8K	1	0.38%	Reduced
248	Chevy Chase Trust Bethesda, Maryland	$40.9M	-$775K	2	0.11%	Reduced
249	IFM ION Fund Management Herzliya,	$40.7M	+$23.4M	1	2.58%	Increased
250	NA Navellier & Associates Reno, Nevada	$40.3M	+$1.01M	1	3.2%	Increased