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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
101
Neuberger Berman Group
Neuberger Berman Group
New York
$190M +$55.8M 6 0.13% Increased
102
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$188M +$13.3M 11 0.42% Increased
103
HSBC Holdings
HSBC Holdings
United Kingdom
$187M +$9.56M 7 0.08% Increased
104
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$186M +$18.4M 11 0.17% Increased
105
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$185M -$51.1M 7 0.35% Reduced
106
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$180M +$170M 1 0.7% New
107
Panagora Asset Management
Panagora Asset Management
Massachusetts
$172M +$80.6M 3 0.53% Increased
108
KBC Group
KBC Group
Belgium
$171M -$5.16M 6 0.37% Reduced
109
AustralianSuper
AustralianSuper
Australia
$171M +$70.2M 1 0.74% Increased
110
Man Group
Man Group
United Kingdom
$161M -$14.5M 5 0.26% Reduced
111
AllianceBernstein
AllianceBernstein
Tennessee
$157M -$220M 9 0.05% Reduced
112
Bank of Montreal
Bank of Montreal
Ontario, Canada
$156M +$24.9M 9 0.05% Increased
113
HRT Financial
HRT Financial
New York
$153M +$76M 6 0.28% Increased
114
IEQ Capital
IEQ Capital
California
$149M -$41.4M 3 0.69% Reduced
115
Gotham Asset Management
Gotham Asset Management
New York
$147M -$7.7M 5 0.34% Reduced
116
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$147M +$40.7M 6 0.22% Increased
117
TimesSquare Capital Management
TimesSquare Capital Management
New York
$146M -$243K 1 2.15% Reduced
118
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$145M -$6.87M 9 0.13% Reduced
119
CI Investments Inc
CI Investments Inc
Ontario, Canada
$144M +$32.9M 2 0.46% Increased
120
SEI Investments
SEI Investments
Pennsylvania
$143M -$46.4M 9 0.13% Reduced
121
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$139M +$4.86M 9 0.17% Increased
122
Fidelity International
Fidelity International
Bermuda
$138M +$56.6M 4 0.1% Increased
123
Prudential Financial
Prudential Financial
New Jersey
$138M +$35.7M 7 0.15% Increased
124
National Pension Service
National Pension Service
South Korea
$136M -$6.85M 2 0.09% Reduced
125
Adage Capital Partners
Adage Capital Partners
Massachusetts
$135M -$22.4M 4 0.19% Reduced