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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
376
Amalgamated Bank
Amalgamated Bank
New York
$21M -$862K 4 0.14% Reduced
377
PHAM
Pacific Heights Asset Management
California
$21M $0 1 0.66% Maintained
378
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$20.9M -$72.1M 2 0.41% Reduced
379
Avanza Fonder
Avanza Fonder
Sweden
$20.7M +$3.39M 2 0.45% Increased
380
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$20.7M +$4.17M 3 0.21% Increased
381
Natixis
Natixis
France
$20.5M -$29M 3 0.08% Reduced
382
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$20.5M +$17.7M 5 0.1% Increased
383
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.4M -$1.29M 3 0.1% Reduced
384
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$20.4M $0 3 0.03% Maintained
385
XTX Topco
XTX Topco
Cayman Islands
$20.4M +$3.33M 7 0.26% Increased
386
Penserra Capital Management
Penserra Capital Management
California
$20.3M +$4.62M 4 0.16% Increased
387
OBAM
ODDO BHF Asset Management
France
$20.1M +$10.9M 1 0.93% Increased
388
CAM
Crown Advisors Management
California
$19.8M -$5.44M 1 10.88% Reduced
389
PEAK6
PEAK6
Illinois
$19.7M -$1.79M 4 0.04% Reduced
390
Ruffer LLP
Ruffer LLP
United Kingdom
$19.7M +$18.4M 1 0.7% New
391
Everett Harris & Co
Everett Harris & Co
California
$19.5M +$548K 1 0.24% Increased
392
PNAA
Pictet North America Advisors
Switzerland
$19.5M -$1.19M 1 1.72% Reduced
393
Calamos Advisors
Calamos Advisors
Illinois
$19.4M +$1.68M 2 0.06% Increased
394
WTA
Washington Trust Advisors
Massachusetts
$19.3M -$526K 1 1.43% Reduced
395
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$19.2M -$16.9M 9 0.14% Reduced
396
JWM
JGP Wealth Management
Oregon
$19.1M -$5.59K 2 1.71% Reduced
397
Select Equity Group
Select Equity Group
New York
$19.1M +$2.78M 1 0.09% Increased
398
VA
VestGen Advisors
Illinois
$19.1M -$846K 2 0.56% Reduced
399
Pathstone Holdings
Pathstone Holdings
New Jersey
$19M -$1.67M 4 0.06% Reduced
400
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$18.9M +$7.24M 6 0.16% Increased