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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
726	LGT Group Foundation Vaduz, Liechtenstein	$6.4M	-$495K	1	0.07%	Reduced
727	CAM Concorde Asset Management Ann Arbor, Michigan	$6.32M	+$887K	1	3.66%	Increased
728	Altshuler Shaham Tel Aviv, Israel	$6.25M	+$2.52M	2	0.08%	Increased
729	Oak Harvest Investment Services Houston, Texas	$6.25M	-$4.39M	1	0.58%	Reduced
730	SCS Sound Capital Solutions Naples, Florida	$6.24M	+$6.49M	3	1.46%	New
731	Harvest Fund Management Beijing, China	$6.24M	$0	1	0.21%	Maintained
732	CL CIM LLC Albany, New York	$6.17M	-$3.63M	1	0.8%	Reduced
733	CreativeOne Wealth Overland Park, Kansas	$6.16M	+$804K	3	0.13%	Increased
734	Edgestream Partners Princeton, New Jersey	$6.14M	-$13.5M	2	0.18%	Reduced
735	SM Samjo Management New York	$6.13M	+$5.73M	1	2.09%	New
736	FC FORA Capital Miami, Florida	$6.11M	+$3.14M	2	0.42%	Increased
737	M1FG Mach-1 Financial Group Rogers, Arkansas	$6.11M	-$950K	2	2.37%	Reduced
738	FA Fedenia Advisers Madison, Wisconsin	$6.07M	+$5.56M	1	1.44%	New
739	PLC Peapod Lane Capital Bedford Hills, New York	$6.06M	+$359K	1	4.09%	Increased
740	Summit Trail Advisors New York	$6.04M	+$541K	3	0.08%	Increased
741	Keating Financial Advisory Services Manhattan, Kansas	$5.98M	-$16.2K	6	0.79%	Reduced
742	Stanley-Laman Group Berwyn, Pennsylvania	$5.95M	+$1.66M	3	0.61%	Increased
743	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$5.95M	+$43.7K	2	0.69%	Increased
744	TC Towle & Co Denver, Colorado	$5.94M	-$409K	1	2.01%	Reduced
745	Diametric Capital Boston, Massachusetts	$5.91M	+$2.68M	2	0.62%	Increased
746	JTBR James T. Borello RIA East Dundee, Illinois	$5.91M	+$270K	5	1.28%	Increased
747	Pinnbrook Capital Management New York	$5.9M	+$5M	1	0.63%	New
748	SummitTX Capital Fort Worth, Texas	$5.9M	+$3.06M	3	0.15%	Increased
749	BIA Benchmark Investment Advisors Chicago, Illinois	$5.87M	+$191K	1	2.58%	Increased
750	YMRC Yorktown Management & Research Company Forest, Virginia	$5.87M	-$454K	1	3.59%	Reduced