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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
251
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$40.3M +$8.29M 3 0.18% Increased
252
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$40.3M +$1.67M 2 0.19% Increased
253
RG
Renaissance Group
Kentucky
$39.5M -$17.1M 1 1.6% Reduced
254
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$39.2M -$34.4M 1 0.27% Reduced
255
Aberdeen Group
Aberdeen Group
United Kingdom
$39.1M +$3.49M 4 0.05% Increased
256
Todd Asset Management
Todd Asset Management
Kentucky
$39.1M +$761K 1 0.7% Increased
257
Equitable Holdings
Equitable Holdings
New York
$38.9M +$2.32M 4 0.23% Increased
258
Baird Financial Group
Baird Financial Group
Wisconsin
$38.9M -$2.61M 5 0.05% Reduced
259
APC
Alta Park Capital
California
$38.8M +$32.9M 1 3.56% New
260
Artemis Investment Management
Artemis Investment Management
United Kingdom
$38.8M -$30.9M 1 0.35% Reduced
261
TCW Group
TCW Group
California
$38.4M +$29.7M 2 0.26% Increased
262
Swiss Life Asset Management
Swiss Life Asset Management
$38.2M +$6.04M 6 0.16% Increased
263
BCM
Brightline Capital Management
Florida
$37.9M +$5.97M 1 8.21% Increased
264
IMC Chicago
IMC Chicago
Illinois
$37.7M +$32M 7 0.01% Increased
265
AQR Arbitrage
AQR Arbitrage
Connecticut
$37.1M +$3.96M 1 0.53% Increased
266
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$36.9M +$1.65M 4 0.25% Increased
267
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$36.5M +$2.84M 3 0.12% Increased
268
Daiwa Securities Group
Daiwa Securities Group
Japan
$36.1M +$2.23M 3 0.07% Increased
269
OP Asset Management
OP Asset Management
$35.9M -$975K 3 0.38% Reduced
270
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$35.9M -$4.74M 4 0.11% Reduced
271
WHGAM
Wealth High Governance Asset Management
$35.9M -$14.3M 1 3.82% Reduced
272
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$35.4M +$8.73M 6 0.04% Increased
273
STRS Ohio
STRS Ohio
Ohio
$35.4M +$23.6M 9 0.13% Increased
274
MetLife Investment Management
MetLife Investment Management
New Jersey
$35.4M -$233K 9 0.16% Reduced
275
Coatue Management
Coatue Management
New York
$35.3M +$32.3M 1 0.07% New