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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
426
William Blair & Company
William Blair & Company
Illinois
$16.5M +$3.99M 6 0.04% Increased
427
PensionDanmark
PensionDanmark
Denmark
$16.3M -$4.77M 2 0.14% Reduced
428
LIM
Lathrop Investment Management
Arkansas
$16.1M +$338K 1 2.86% Increased
429
INTECH Investment Management
INTECH Investment Management
Florida
$15.9M -$1.98M 9 0.15% Reduced
430
DWA
Dorsey Wright & Associates
California
$15.9M -$14.3M 1 2.7% Reduced
431
UniSuper Management
UniSuper Management
Australia
$15.9M +$4.75M 3 0.08% Increased
432
BGC
Blue Grotto Capital
Georgia
$15.9M -$49.8M 1 1.32% Reduced
433
PI
Parkside Investments
Illinois
$15.8M -$742K 1 1.75% Reduced
434
Whittier Trust
Whittier Trust
California
$15.6M -$51.6K 2 0.15% Reduced
435
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$15.5M $0 2 0.1% Maintained
436
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$15.5M +$5.65M 1 0.08% Increased
437
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$15.3M +$2.53M 3 0.02% Increased
438
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$15.3M -$9.78K 7 0.13% Reduced
439
Mutual of America Capital Management
Mutual of America Capital Management
New York
$15.3M -$387K 3 0.15% Reduced
440
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$15.2M +$939K 5 0.18% Increased
441
YCM
Yaupon Capital Management
New York
$15.1M $0 1 0.3% Maintained
442
HAS
HBW Advisory Services
California
$15M +$3.09M 2 1.36% Increased
443
Stephens Inc
Stephens Inc
Arkansas
$14.9M +$1.38M 5 0.17% Increased
444
WWA
Wealth Watch Advisors
Colorado
$14.9M +$12.6M 1 4.82% Increased
445
PWP
Precedent Wealth Partners
Texas
$14.8M +$1.55M 1 2.47% Increased
446
WCM
Westerly Capital Management
California
$14.8M +$1.62M 1 2.74% Increased
447
RAM
Riggs Asset Management
Pennsylvania
$14.7M -$93.3K 2 2.62% Reduced
448
HA
Huntleigh Advisors
Missouri
$14.6M -$156K 3 2.05% Reduced
449
NPIC
Neumeier Poma Investment Counsel
California
$14.6M -$553K 1 1% Reduced
450
TBA
Tower Bridge Advisors
Pennsylvania
$14.6M -$544K 1 1.31% Reduced