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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
451
APG Asset Management
APG Asset Management
Netherlands
$14.5M +$11.3M 2 0.04% Increased
452
Erste Asset Management
Erste Asset Management
Austria
$14.4M +$13.4M 1 0.11% Increased
453
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$14.3M -$6.07M 1 0.16% Reduced
454
NO
Ninety One
South Africa
$14.2M +$811K 1 0.77% Increased
455
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland)
$14.2M +$11M 2 0.27% Increased
456
Washington Trust
Washington Trust
Rhode Island
$14.1M -$343K 1 0.44% Reduced
457
SGM
Scalar Gauge Management
Texas
$14.1M +$1.81M 1 7.75% Increased
458
HW
Hedeker Wealth
Illinois
$13.9M -$203K 1 2.65% Reduced
459
Atria Investments
Atria Investments
North Carolina
$13.9M -$1.77M 3 0.14% Reduced
460
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$13.7M +$7.01M 9 0.28% Increased
461
PCM
Prelude Capital Management
New York
$13.7M +$19.8K 6 1% Increased
462
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$13.7M -$226K 2 0.13% Reduced
463
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$13.7M -$12.9M 1 0.27% Reduced
464
WHGC
Wealth High Governance Capital
Brazil
$13.7M -$12.9M 1 4.09% Reduced
465
Wedge Capital Management
Wedge Capital Management
North Carolina
$13.6M +$2.85M 1 0.22% Increased
466
Algert Global
Algert Global
California
$13.5M +$2.08M 5 0.16% Increased
467
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$13.4M +$4.74M 2 0.12% Increased
468
FCM
Fourpath Capital Management
Oklahoma
$13.3M +$5.88M 1 1.76% Increased
469
CA
Crumly & Associates
Illinois
$13.3M +$344K 1 2.55% Increased
470
NEOS Investment Management
NEOS Investment Management
Connecticut
$13.3M +$1.52M 2 0.05% Increased
471
Utah Retirement Systems
Utah Retirement Systems
Utah
$13.3M -$817K 3 0.13% Reduced
472
Graham Capital Management
Graham Capital Management
Connecticut
$13.2M +$6.66M 4 0.24% Increased
473
PIM
Penobscot Investment Management
Massachusetts
$13M +$134K 1 0.89% Increased
474
Holocene Advisors
Holocene Advisors
New York
$13M -$37M 1 0.03% Reduced
475
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$13M -$21.7M 4 0.3% Reduced