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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
76
Swiss National Bank
Swiss National Bank
Switzerland
$266M -$7.06M 6 0.14% Reduced
77
Jupiter Topco
Jupiter Topco
New York
$265M +$247M 7 0.11% New
78
Lazard Asset Management
Lazard Asset Management
New York
$265M -$20.3M 6 0.4% Reduced
79
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$263M +$246M 1 2.41% New
80
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$259M -$202M 1 0.71% Reduced
81
Russell Investments Group
Russell Investments Group
United Kingdom
$252M +$26.9M 11 0.22% Increased
82
Temasek Holdings
Temasek Holdings
Singapore
$247M +$54.6M 1 0.66% Increased
83
DCM
DME Capital Management
New York
$244M -$4.34M 1 6.24% Reduced
84
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$243M +$30.1M 1 0.71% Increased
85
Evercore Wealth Management
Evercore Wealth Management
New York
$224M -$39.8M 2 3.17% Reduced
86
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$221M -$3.51M 3 0.33% Reduced
87
AMF Tjänstepension
AMF Tjänstepension
Sweden
$217M $0 1 1.29% Maintained
88
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$215M +$17.4M 6 0.12% Increased
89
California Public Employees Retirement System
California Public Employees Retirement System
California
$212M -$3.31M 4 0.12% Reduced
90
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$210M +$4.32M 3 0.12% Increased
91
Principal Financial Group
Principal Financial Group
Iowa
$205M -$39.1M 6 0.1% Reduced
92
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$202M +$48.2M 6 0.19% Increased
93
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$202M +$86.9M 16 0.02% Increased
94
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$202M -$5.1M 9 0.15% Reduced
95
Castle Hook Partners
Castle Hook Partners
New York
$195M -$200M 1 0.89% Reduced
96
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$192M -$2.79M 11 0.09% Reduced
97
Vanguard Asset Management
Vanguard Asset Management
$192M +$22.5M 7 0.13% Increased
98
Arax Advisory Partners
Arax Advisory Partners
Colorado
$191M +$171M 11 1.27% Increased
99
Capital Research Global Investors
Capital Research Global Investors
California
$190M -$105M 1 0.03% Reduced
100
Osaic Holdings
Osaic Holdings
Arizona
$190M +$26.1M 16 0.22% Increased