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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
326
Silvercrest Asset Management
Silvercrest Asset Management
New York
$26.7M +$5.89M 2 0.17% Increased
327
LMR Partners
LMR Partners
United Kingdom
$26.4M -$9.07M 4 0.1% Reduced
328
Corient Private Wealth
Corient Private Wealth
Florida
$26.3M +$9.65M 5 0.04% Increased
329
DnB Asset Management
DnB Asset Management
Norway
$26.2M +$1.24M 2 0.07% Increased
330
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$26.1M +$9.36M 4 0.39% Increased
331
Advisory Services Network
Advisory Services Network
Georgia
$25.8M +$1.89M 8 0.29% Increased
332
Group One Trading
Group One Trading
Illinois
$25.8M +$11.4M 7 0.04% Increased
333
Markel Group
Markel Group
Virginia
$25.8M $0 1 0.2% Maintained
334
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$25.8M +$3.92M 3 0.12% Increased
335
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$25.5M -$179K 3 0.11% Reduced
336
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$25.4M -$1.7M 1 0.56% Reduced
337
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$25.4M +$1.43M 2 0.4% Increased
338
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$25.2M +$1.99M 5 0.06% Increased
339
TPWA
TRUE Private Wealth Advisors
Oregon
$25.2M +$22.4M 1 2.18% Increased
340
Resona Asset Management
Resona Asset Management
Japan
$25.2M -$820K 2 0.12% Reduced
341
Xponance
Xponance
Pennsylvania
$24.8M +$267K 6 0.15% Increased
342
Prudential plc
Prudential plc
United Kingdom
$24.7M -$2.9M 3 0.13% Reduced
343
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$24.7M +$2.37M 2 0.31% Increased
344
CL
COWA LLC
Oklahoma
$24.7M +$771K 1 6.18% Increased
345
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$24.5M +$17M 2 0.18% Increased
346
ZP
Zimmer Partners
New York
$24.4M -$443K 1 0.56% Reduced
347
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$24.2M -$737K 10 0.04% Reduced
348
Czech National Bank
Czech National Bank
Czech Republic
$24.1M +$958K 2 0.13% Increased
349
BL
BWCP LP
Texas
$24M -$18M 1 3.43% Reduced
350
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$23.7M $0 1 0.97% Maintained