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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
351	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$23.4M	+$494K	2	0.74%	Increased
352	PCM Presidio Capital Management San Diego, California	$23.3M	+$3.35M	1	5.82%	Increased
353	&Partners Nashville, Tennessee	$23M	+$5.34M	7	0.09%	Increased
354	GWP Gateway Wealth Partners Appleton, Wisconsin	$22.8M	+$15.5M	2	1.37%	Increased
355	Prospera Financial Services Dallas, Texas	$22.8M	+$4.47M	3	0.33%	Increased
356	Stratos Wealth Partners Beachwood, Ohio	$22.7M	+$2.43M	5	0.23%	Increased
357	OWIM Old West Investment Management Los Angeles, California	$22.7M	+$8.31M	2	2.41%	Increased
358	Jain Global New York	$22.7M	-$23.7M	4	0.09%	Reduced
359	CFD Creative Financial Designs Kokomo, Indiana	$22.6M	+$19.7M	6	1.08%	Increased
360	AP Appleton Partners Boston, Massachusetts	$22.4M	+$244K	1	1.37%	Increased
361	VanEck Associates New York	$22.4M	-$108M	2	0.01%	Reduced
362	First National Bank of Omaha Omaha, Nebraska	$22.4M	+$9.91M	2	0.63%	Increased
363	MAI Capital Management Independence, Ohio	$22.2M	+$14.5M	5	0.08%	Increased
364	Kornitzer Capital Management Shawnee Mission, Kansas	$22.2M	+$7.34M	2	0.46%	Increased
365	Parnassus Investments San Francisco, California	$22M	+$20.1M	1	0.06%	New
366	Andra AP-fonden Goteborg, Sweden	$21.8M	-$10.9M	1	0.25%	Reduced
367	Mesirow Financial Investment Management Chicago, Illinois	$21.7M	+$124K	1	0.34%	Increased
368	Evergreen Capital Management Bellevue, Washington	$21.7M	+$2.72M	2	0.38%	Increased
369	SM Senvest Management New York	$21.5M	+$18.2M	1	0.63%	New
370	Spire Wealth Management Mclean, Virginia	$21.4M	+$1.87M	7	0.65%	Increased
371	Kestra Private Wealth Services Austin, Texas	$21.3M	+$5.06M	8	0.23%	Increased
372	IFM Investors Melbourne, Australia	$21.2M	+$1.89M	2	0.14%	Increased
373	SCM SIR Capital Management New York	$21M	+$10.9M	3	2.42%	Increased
374	Moran Wealth Management Naples, Florida	$21M	-$1.37M	1	0.57%	Reduced
375	Crestwood Advisors Group Boston, Massachusetts	$21M	+$4.72M	2	0.31%	Increased