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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
26	Raymond James Financial St Petersburg, Florida	$694M	+$26.6M	12	0.19%	Increased
27	Royal Bank of Canada Toronto, Ontario, Canada	$666M	+$59.2M	15	0.1%	Increased
28	Massachusetts Financial Services Boston, Massachusetts	$659M	+$407M	2	0.21%	Increased
29	Wells Fargo San Francisco, California	$648M	+$146M	13	0.1%	Increased
30	Bank of New York Mellon New York	$626M	-$59.8M	12	0.1%	Reduced
31	Vanguard Fiduciary Trust Malvern, Pennsylvania	$597M	+$3.95M	12	0.13%	Increased
32	Primecap Management Pasadena, California	$575M	+$6.19M	1	0.34%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$551M	-$37.3M	9	0.16%	Reduced
34	UBS AM Chicago, Illinois	$546M	+$84.6M	9	0.1%	Increased
35	Legal & General Group London, United Kingdom	$525M	+$80.1M	9	0.11%	Increased
36	Ameriprise Minneapolis, Minnesota	$520M	-$79.4M	11	0.11%	Reduced
37	American Century Companies Kansas City, Missouri	$502M	+$315M	8	0.22%	Increased
38	Citadel Advisors Miami, Florida	$491M	+$112M	13	0.06%	Increased
39	Arrowstreet Capital Boston, Massachusetts	$486M	-$51.9M	3	0.22%	Reduced
40	VARA Value Aligned Research Advisors Princeton, New Jersey	$483M	+$54.4M	1	1.2%	Increased
41	Franklin Resources San Mateo, California	$459M	+$34.4M	8	0.1%	Increased
42	VOYA Investment Management Atlanta, Georgia	$455M	+$171M	8	0.39%	Increased
43	Nuveen Charlotte, North Carolina	$449M	-$56.2M	9	0.11%	Reduced
44	Two Sigma Investments New York	$441M	-$33.6M	8	0.32%	Reduced
45	Victory Capital Management San Antonio, Texas	$431M	+$239M	6	0.24%	Increased
46	Baillie Gifford & Co Edinburgh, United Kingdom	$421M	-$22.6M	1	0.38%	Reduced
47	Marshall Wace London, United Kingdom	$421M	-$7.37M	7	0.33%	Reduced
48	Artisan Partners Milwaukee, Wisconsin	$421M	+$10.7M	2	0.67%	Increased
49	Lord, Abbett & Co Jersey City, New Jersey	$421M	-$46.7M	2	1.2%	Reduced
50	Point72 Asset Management Stamford, Connecticut	$413M	-$101M	5	0.46%	Reduced