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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
51	DZ Bank Frankfurt Am Main, Germany	$413M	+$223M	2	0.32%	Increased
52	Barclays London, United Kingdom	$387M	+$24.9M	11	0.07%	Increased
53	Allianz Asset Management Munich, Germany	$378M	+$129M	2	0.31%	Increased
54	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$363M	+$118M	2	0.52%	Increased
55	Ninety One (UK) London, United Kingdom	$357M	-$51.6M	1	0.8%	Reduced
56	D.E. Shaw & Co New York	$350M	+$6.6M	9	0.17%	Increased
57	Jacobs Levy Equity Management Florham Park, New Jersey	$347M	+$120M	2	1.25%	Increased
58	BNP Paribas Financial Markets Paris, France	$347M	+$41.9M	9	0.12%	Increased
59	Boston Partners Boston, Massachusetts	$342M	+$34.6M	2	0.3%	Increased
60	Renaissance Technologies New York	$337M	+$46.4M	9	0.46%	Increased
61	Citigroup New York	$336M	+$121M	10	0.11%	Increased
62	Allspring Global Investments Charlotte, North Carolina	$334M	-$103M	4	0.51%	Reduced
63	Encompass Capital Advisors New York	$331M	-$6.22M	1	11.79%	Reduced
64	Millennium Management New York	$308M	-$227M	8	0.11%	Reduced
65	Pictet Asset Management Carouge, Switzerland	$308M	+$217M	6	0.29%	Increased
66	Balyasny Asset Management Chicago, Illinois	$306M	+$55M	6	0.38%	Increased
67	Alyeska Investment Group Chicago, Illinois	$299M	-$100M	4	0.77%	Reduced
68	Jane Street New York	$298M	+$40.6M	9	0.02%	Increased
69	Royal London Asset Management United Kingdom	$290M	+$5.2M	3	0.54%	Increased
70	WCM Investment Management Laguna Beach, California	$282M	+$51M	1	0.51%	Increased
71	Envestnet Asset Management Chicago, Illinois	$282M	-$27.2M	9	0.07%	Reduced
72	Focus Partners Wealth Boston, Massachusetts	$281M	+$30M	6	0.29%	Increased
73	Capital International Investors Los Angeles, California	$280M	-$454M	1	0.06%	Reduced
74	Wellington Management Group Boston, Massachusetts	$273M	+$147M	5	0.05%	Increased
75	Bessemer Group Woodbridge, New Jersey	$271M	-$5.31M	4	0.37%	Reduced