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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
276
Voleon Capital Management
Voleon Capital Management
California
$34.9M +$20.7M 4 0.64% Increased
277
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.5M -$1.56M 4 0.1% Reduced
278
Eventide Asset Management
Eventide Asset Management
Massachusetts
$34.4M +$15.5M 1 0.46% Increased
279
Nykredit A/S
Nykredit A/S
Denmark
$34.3M +$31.7M 5 0.13% New
280
HFF
Halter Ferguson Financial
Indiana
$34.2M +$28.4M 1 5.53% New
281
Oppenheimer & Co
Oppenheimer & Co
New York
$33.7M +$5.35M 7 0.36% Increased
282
HVCM
Hel Ved Capital Management
Hong Kong
$33.6M +$20.2M 2 2.48% Increased
283
Mediolanum International Funds
Mediolanum International Funds
Ireland
$33.3M +$1.99M 1 0.28% Increased
284
CWM
Comprehensive Wealth Management
Washington
$32.7M +$2.59M 1 14.96% Increased
285
Tredje AP-fonden
Tredje AP-fonden
Sweden
$32.6M -$6.37M 2 0.15% Reduced
286
Seven Grand Managers
Seven Grand Managers
New York
$32.5M +$6.91M 2 1.31% Increased
287
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$32.1M +$918K 3 0.18% Increased
288
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$32M +$362K 6 0.11% Increased
289
PWS
Peterson Wealth Services
Utah
$31.9M -$501K 1 6.95% Reduced
290
Needham Investment Management
Needham Investment Management
New York
$31.7M +$7.83M 2 0.95% Increased
291
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$31.6M $0 1 1.01% Maintained
292
Advisors Asset Management
Advisors Asset Management
Colorado
$31.5M +$335K 5 0.48% Increased
293
NLP
Next Level Private
New York
$31.5M +$1.47M 2 6.17% Increased
294
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$31.2M -$15.8M 2 0.37% Reduced
295
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$31.2M -$4.3M 2 0.73% Reduced
296
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$31.1M +$27.5M 3 0.02% New
297
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$30.9M -$3.21M 3 0.08% Reduced
298
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$30.8M +$458K 4 0.11% Increased
299
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$30.8M +$5.47M 7 0.2% Increased
300
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$30.1M -$2.78M 3 0.09% Reduced