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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
Norges Bank
Norges Bank
Norway
$88M -$2.07M 2 0.03% Reduced
27
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$87.7M +$1.56M 2 0.26% Increased
28
HP
Holowesko Partners
Bahamas
$82.3M +$19.3M 1 5.55% Increased
29
Royce & Associates
Royce & Associates
New York
$80.6M -$16.3M 3 0.53% Reduced
30
Charles Schwab
Charles Schwab
California
$78.6M +$3.77M 4 0.07% Increased
31
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$78.3M +$10.6M 5 0.04% Increased
32
Legal & General Group
Legal & General Group
United Kingdom
$78.2M +$2.75M 4 0.06% Increased
33
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$78M +$14.7M 4 0.01% Increased
34
Bessemer Group
Bessemer Group
New Jersey
$69.9M -$21.5M 2 0.28% Reduced
35
Panagora Asset Management
Panagora Asset Management
Massachusetts
$67.1M +$12.3M 4 0.27% Increased
36
Two Sigma Advisers
Two Sigma Advisers
New York
$64M +$13.8M 3 0.21% Increased
37
DCM
Daruma Capital Management
New York
$59.2M -$1.84M 1 3.53% Reduced
38
UBS AM
UBS AM
Illinois
$58.5M +$3.31M 3 0.06% Increased
39
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$57.4M -$2.28M 4 0.04% Reduced
40
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$56.1M -$3.55M 2 0.09% Reduced
41
Two Sigma Investments
Two Sigma Investments
New York
$54.8M +$21.3M 3 0.2% Increased
42
Epoch Investment Partners
Epoch Investment Partners
New York
$52.9M -$907K 1 0.18% Reduced
43
LSV Asset Management
LSV Asset Management
Illinois
$52.6M -$6.45M 3 0.09% Reduced
44
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$51.8M +$1.89M 2 2.76% Increased
45
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$51.7M -$224K 1 0.02% Reduced
46
Teachers Advisors
Teachers Advisors
New York
$49.7M -$3M 4 0.07% Reduced
47
Swiss National Bank
Swiss National Bank
Switzerland
$49.5M +$1.36M 3 0.06% Increased
48
Deutsche Bank
Deutsche Bank
Germany
$47.1M +$2.4M 5 0.03% Increased
49
American Century Companies
American Century Companies
Missouri
$46.4M +$125K 2 0.05% Increased
50
Sterling Capital Management
Sterling Capital Management
North Carolina
$44M -$2.04M 1 0.42% Reduced
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