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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
301	Pallas Capital Advisors Braintree, Massachusetts	$30.1M	-$3.94M	4	0.93%	Reduced
302	WPC Waters Parkerson & Co New Orleans, Louisiana	$29.9M	+$552K	1	1.48%	Increased
303	Trexquant Investment Stamford, Connecticut	$29.9M	-$26.9M	3	0.18%	Reduced
304	Fisher Asset Management Camas, Washington	$29.8M	+$5.31M	2	0.01%	Increased
305	Steward Partners Investment Advisory New York	$29.5M	+$7.84M	10	0.15%	Increased
306	ZWJ Investment Counsel Atlanta, Georgia	$29.4M	+$1.87M	1	0.95%	Increased
307	Swedbank Stockholm, Sweden	$29.3M	-$1.61M	1	0.03%	Reduced
308	Nisa Investment Advisors St. Louis, Missouri	$29.2M	-$574K	7	0.09%	Reduced
309	SPG Strategic Planning Group Bountiful, Utah	$28.9M	+$488K	1	3.15%	Increased
310	Employees Provident Fund Board Shah Alam, Malaysia	$28.9M	-$829K	1	0.17%	Reduced
311	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$28.6M	-$7.7M	1	1.38%	Reduced
312	Zevenbergen Capital Investments Edmonds, Washington	$28.6M	+$26.2M	1	0.65%	New
313	PineBridge Investments New York	$28.5M	+$9.3M	2	0.23%	Increased
314	Arizona State Retirement System Phoenix, Arizona	$28.1M	+$1.41M	6	0.14%	Increased
315	O'Shaughnessy Asset Management Stamford, Connecticut	$27.9M	+$533K	4	0.13%	Increased
316	ECP Electron Capital Partners New York	$27.8M	-$21.3M	1	1.11%	Reduced
317	Merit Financial Group Alpharetta, Georgia	$27.7M	+$920K	5	0.17%	Increased
318	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$27.5M	+$1.16M	1	12.37%	Increased
319	ING Group Amsterdam, Netherlands	$27.4M	+$20.6M	2	0.13%	Increased
320	Nissay Asset Management Tokyo, Japan	$27.4M	+$4.16M	3	0.12%	Increased
321	LJAC L.J. Altfest & Co New York	$27.2M	+$2.09M	1	2.64%	Increased
322	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$27.2M	-$2.84M	2	0.19%	Reduced
323	US Bancorp Minneapolis, Minnesota	$26.9M	+$796K	10	0.03%	Increased
324	PAS Professional Advisory Services Vero Beach, Florida	$26.9M	+$3.1M	1	3.22%	Increased
325	Verition Fund Management Greenwich, Connecticut	$26.9M	-$7.21M	5	0.14%	Reduced