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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
Principal Financial Group
Principal Financial Group
Iowa
$99.9M -$1.63M 3 0.14% Reduced
27
Norges Bank
Norges Bank
Norway
$95.4M +$13.1M 2 0.05% Increased
28
Ameriprise
Ameriprise
Minnesota
$81.5M +$45.3M 3 0.05% Increased
29
Charles Schwab
Charles Schwab
California
$80.7M +$5.84M 4 0.1% Increased
30
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$78M -$2.18M 1 0.04% Reduced
31
Bessemer Group
Bessemer Group
New Jersey
$75.3M -$679K 2 0.41% Reduced
32
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$73.9M -$5.15M 1 0.11% Reduced
33
Guggenheim Capital
Guggenheim Capital
Illinois
$73M -$2.46M 3 0.23% Reduced
34
Morgan Stanley
Morgan Stanley
New York
$72.1M +$15.2M 6 0.03% Increased
35
Sterling Capital Management
Sterling Capital Management
North Carolina
$68.9M -$4.44M 2 0.63% Reduced
36
AllianceBernstein
AllianceBernstein
Tennessee
$68.1M -$17.6M 3 0.06% Reduced
37
Legal & General Group
Legal & General Group
United Kingdom
$67.9M +$1.36M 4 0.07% Increased
38
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$67.4M -$7.98M 2 1.4% Reduced
39
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$66.3M -$70.5K 4 0.01% Reduced
40
AQR Capital Management
AQR Capital Management
Connecticut
$65.6M +$29.7M 3 0.12% Increased
41
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$61.4M -$42.5M 1 4.26% Reduced
42
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$60.3M +$7.53M 2 0.19% Increased
43
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$59.1M +$7.16M 4 0.05% Increased
44
CI Global Investments
CI Global Investments
California
$58.8M -$16.1M 1 1.43% Reduced
45
Deutsche Bank
Deutsche Bank
Germany
$56.8M -$12M 5 0.04% Reduced
46
APG Asset Management
APG Asset Management
Netherlands
$51.1M +$6.21M 2 0.1% Increased
47
HCM
Hahn Capital Management
California
$51.1M -$1.27M 1 4.9% Reduced
48
Bank of Montreal
Bank of Montreal
Ontario, Canada
$50.8M -$50.2M 4 0.06% Reduced
49
UBS AM
UBS AM
Illinois
$50.1M -$18M 3 0.06% Reduced
50
Beck Mack & Oliver
Beck Mack & Oliver
New York
$47.1M -$1.56M 1 1.66% Reduced