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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
476	Mawer Investment Management Calgary, Alberta, Canada	$13M	+$2.43M	1	0.09%	Increased
477	Illinois Municipal Retirement Fund Oak Brook, Illinois	$12.9M	-$1.27M	1	0.15%	Reduced
478	Horizon Investments Charlotte, North Carolina	$12.9M	-$1.65M	2	0.14%	Reduced
479	AW Atlas Wealth Cincinnati, Ohio	$12.8M	-$1.02M	2	1.83%	Reduced
480	SCM Silvant Capital Management Atlanta, Georgia	$12.8M	+$6.46M	1	0.37%	Increased
481	Nippon Life Global Investors Americas New York	$12.8M	+$10.2M	1	0.51%	Increased
482	MAM Meeder Asset Management Dublin, Ohio	$12.8M	+$4.4M	5	0.65%	Increased
483	Sigma Planning Corp Ann Arbor, Michigan	$12.8M	+$960K	3	0.32%	Increased
484	PNC Financial Services Group Pittsburgh, Pennsylvania	$12.7M	-$2.5M	12	0.01%	Reduced
485	RAG RIA Advisory Group Des Moines, Iowa	$12.7M	+$12M	1	2.76%	New
486	British Columbia Investment Management Victoria, British Columbia, Canada	$12.6M	+$885K	2	0.08%	Increased
487	Vest Financial Mclean, Virginia	$12.6M	-$7.39M	2	0.13%	Reduced
488	AI AdvisorShares Investments Bethesda, Maryland	$12.5M	-$2.07M	1	1.51%	Reduced
489	NS Night Squared New York	$12.5M	+$1.63M	1	1.34%	Increased
490	Daymark Wealth Partners Cincinnati, Ohio	$12.4M	+$282K	3	0.3%	Increased
491	KC Kadensa Capital Central, Hong Kong	$12.4M	+$11.4M	1	2.65%	New
492	New York Life Investment Management New York	$12.4M	+$600K	2	0.09%	Increased
493	PIP Palisades Investment Partners Santa Monica, California	$12.4M	-$147K	2	3.52%	Reduced
494	DAC Dividend Assets Capital Ridgeland, South Carolina	$12.4M	-$2.41M	1	2.39%	Reduced
495	SFS Symphony Financial Services Akron, Ohio	$12.3M	+$203K	1	5.55%	Increased
496	Lighthouse Investment Partners Palm Beach Gardens, Florida	$12.3M	-$5.14M	4	0.34%	Reduced
497	Zacks Investment Management Chicago, Illinois	$12.3M	+$311K	2	0.09%	Increased
498	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$12.3M	$0	1	1.61%	Maintained
499	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$12.3M	-$679K	1	1.93%	Reduced
500	Dai-ichi Life Insurance Company Tokyo, Japan	$12.2M	-$5.14M	1	0.29%	Reduced