← All themes

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
526	Y-Intercept (HK) Hong Kong	$11.2M	+$898K	4	0.22%	Increased
527	Capstone Investment Advisors New York	$11.2M	-$45.7M	4	0.02%	Reduced
528	Park Avenue Securities New York	$11M	-$345K	3	0.07%	Reduced
529	DI Deeter Investments Austin, Texas	$11M	+$7.51M	1	1.52%	Increased
530	Farther Finance Advisors San Francisco, California	$10.9M	+$144K	14	0.09%	Increased
531	GCM GeoSphere Capital Management Miami Beach, Florida	$10.9M	+$4.9M	1	3.56%	Increased
532	CC Covalis Capital London, United Kingdom	$10.9M	+$4.17M	1	0.61%	Increased
533	BFA Beaumont Financial Advisors Needham, Massachusetts	$10.9M	+$10.3M	1	0.69%	New
534	Engineers Gate Manager New York	$10.9M	-$14.6M	6	0.14%	Reduced
535	ROC Running Oak Capital Edina, Minnesota	$10.8M	-$2.47M	1	1.85%	Reduced
536	Principal Securities Des Moines, Iowa	$10.8M	-$399K	4	0.13%	Reduced
537	Walleye Trading New York	$10.8M	-$36.8M	3	0.01%	Reduced
538	PC Purewater Capital Fort Worth, Texas	$10.8M	+$3.96M	1	7.8%	Increased
539	GG Greenwood Gearhart Fayetteville, Arkansas	$10.8M	+$635K	1	0.5%	Increased
540	Ritholtz Wealth Management New York	$10.8M	+$662K	1	0.16%	Increased
541	TFA Transamerica Financial Advisors St. Petersburg, Florida	$10.7M	-$6.2M	6	0.9%	Reduced
542	HPC Hobart Private Capital Charlotte, North Carolina	$10.7M	+$258K	1	1.83%	Increased
543	TOTUOP Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania	$10.6M	-$99.4M	1	10.21%	Reduced
544	Dymon Asia Capital (Singapore) Singapore	$10.6M	+$6.31M	1	0.44%	Increased
545	AlphaCore Capital La Jolla, California	$10.6M	-$89.2K	2	0.19%	Reduced
546	Inspire Investing Meridian, Idaho	$10.6M	+$194K	4	0.44%	Increased
547	CPC Consolidated Planning Corp Atlanta, Georgia	$10.6M	+$316K	1	1.43%	Increased
548	OC Oppenheimer & Close New York	$10.5M	+$54.7K	1	6.65%	Increased
549	WCM WealthBridge Capital Management Westerville, Ohio	$10.4M	+$295K	3	2.08%	Increased
550	CCA Cooper Capital Advisors Encinitas, California	$10.4M	+$188K	1	4.52%	Increased