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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
601	EWM Elmwood Wealth Management Berkeley, California	$9.08M	+$16.4K	1	2.27%	Increased
602	LM Lincluden Management Mississauga, Ontario, Canada	$9.07M	+$2.32M	1	0.89%	Increased
603	PFG Prosperity Financial Group San Ramon, California	$9.06M	+$2.43M	2	2.81%	Increased
604	CCFM Clear Creek Financial Management Silverdale, Washington	$9.05M	-$1.83M	2	0.58%	Reduced
605	State of Alaska Department of Revenue Juneau, Alaska	$9.04M	-$485K	4	0.09%	Reduced
606	TCM Thames Capital Management Roseland, New Jersey	$9.04M	-$10.1M	1	0.74%	Reduced
607	NG NWK Group San Francisco, California	$9.03M	-$1.68M	1	2.78%	Reduced
608	Rafferty Asset Management New York	$8.93M	+$2.67M	2	0.02%	Increased
609	SIC Schwartz Investment Counsel Plymouth, Michigan	$8.92M	-$1.45M	1	0.3%	Reduced
610	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$8.91M	+$860K	1	0.72%	Increased
611	1832 Asset Management Toronto, Ontario, Canada	$8.91M	+$7.84M	2	0%	Increased
612	DC Dayah Capital Stamford, Connecticut	$8.89M	-$700K	2	3%	Reduced
613	Summit Financial Parsippany, New Jersey	$8.89M	+$1.94M	4	0.1%	Increased
614	Sequoia Financial Advisors Akron, Ohio	$8.86M	+$1.06M	7	0.04%	Increased
615	DGM Delta Global Management New York	$8.84M	-$22.3M	2	0.96%	Reduced
616	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$8.81M	+$1.96M	2	0.5%	Increased
617	FIS Fischer Investment Strategies Westlake Village, California	$8.8M	+$480K	1	4.2%	Increased
618	Waverly Advisors Birmingham, Alabama	$8.8M	+$849K	5	0.05%	Increased
619	Ethic Inc New York	$8.79M	+$1.26K	3	0.11%	Increased
620	Benjamin Edwards Inc Clayton, Missouri	$8.78M	+$606K	5	0.08%	Increased
621	MCM Mitchell Capital Management Leawood, Kansas	$8.73M	+$142K	1	1.33%	Increased
622	IWS Insight Wealth Strategies San Ramon, California	$8.65M	-$1.45M	1	0.84%	Reduced
623	Quadrant Capital Group Cincinnati, Ohio	$8.64M	+$101K	4	0.24%	Increased
624	TCM Telos Capital Management San Diego, California	$8.64M	-$465K	1	0.76%	Reduced
625	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$8.61M	+$163K	2	0.38%	Increased