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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
401
Vident Advisory
Vident Advisory
Georgia
$18.9M +$1.56M 5 0.14% Increased
402
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$18.6M -$41.7M 2 0.77% Reduced
403
OQS
Occudo Quantitative Strategies
Florida
$18.6M +$4.56M 5 0.99% Increased
404
Granahan Investment Management
Granahan Investment Management
Massachusetts
$18.5M -$39.4M 1 0.66% Reduced
405
Aequim Alternative Investments
Aequim Alternative Investments
California
$18.5M $0 1 0.29% Maintained
406
ET
Entropy Technologies
New York
$18.3M +$3.54M 3 0.73% Increased
407
ProShare Advisors
ProShare Advisors
Maryland
$18.1M +$1.65M 6 0.03% Increased
408
Defiance ETFs
Defiance ETFs
New York
$17.9M +$5.66M 2 0.24% Increased
409
HCM
Hutchinson Capital Management
California
$17.9M +$510K 1 3.06% Increased
410
USS Investment Management
USS Investment Management
United Kingdom
$17.8M +$13.2M 2 0.06% Increased
411
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$17.6M +$9.74M 2 0.18% Increased
412
ALPS Advisors
ALPS Advisors
Colorado
$17.5M +$9.04M 6 0.08% Increased
413
HPC
Highland Peak Capital
Connecticut
$17.3M +$16.2M 1 5.04% New
414
CFLC
California First Leasing Corp
California
$17.3M $0 1 3.67% Maintained
415
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$17.3M +$2.61M 8 0.05% Increased
416
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.2M +$1.83M 3 0.04% Increased
417
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$17.2M -$116K 2 0.19% Reduced
418
FFC
Frederick Financial Consultants
Maryland
$17M -$774K 1 7.22% Reduced
419
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$16.9M +$5.33M 4 0.05% Increased
420
GF
Goodman Financial
Texas
$16.7M +$221K 1 2.58% Increased
421
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.7M -$8.41M 2 0.04% Reduced
422
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$16.7M +$10.2M 2 0.06% Increased
423
Clear Street
Clear Street
New York
$16.5M +$6M 5 0.04% Increased
424
3CP
3G Capital Partners
New York
$16.5M +$14M 1 4.42% New
425
KI
Keystone Investors
Singapore
$16.5M +$15.1M 1 0.88% New
15 16
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