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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
126	Stifel Financial St. Louis, Missouri	$134M	+$5.08M	9	0.11%	Increased
127	Jennison Associates New York	$133M	+$61M	3	0.08%	Increased
128	ClearBridge Investments New York	$130M	-$172M	1	0.11%	Reduced
129	Commonwealth Equity Services Waltham, Massachusetts	$129M	+$19.1M	12	0.16%	Increased
130	Vontobel Holding Zurich, Switzerland	$127M	+$66.7M	7	0.4%	Increased
131	Fred Alger Management New York	$126M	+$72.2M	2	0.42%	Increased
132	New York State Common Retirement Fund Albany, New York	$122M	+$30.1M	9	0.15%	Increased
133	Thrivent Financial for Lutherans Minneapolis, Minnesota	$116M	+$559K	6	0.2%	Increased
134	Korea Investment Corp Seoul, South Korea	$113M	+$2.44M	3	0.22%	Increased
135	Hood River Capital Management Palm Beach Gardens, Florida	$113M	-$337M	2	0.82%	Reduced
136	Bridgewater Associates Westport, Connecticut	$111M	-$85.4M	5	0.45%	Reduced
137	Phoenix Financial Givatayim, Israel	$110M	+$14.8M	4	0.75%	Increased
138	Acadian Asset Management Boston, Massachusetts	$109M	+$34.5M	4	0.13%	Increased
139	Mariner Overland Park, Kansas	$109M	-$4.55M	6	0.11%	Reduced
140	Squarepoint New York	$109M	-$140M	7	0.12%	Reduced
141	Cerity Partners New York	$106M	-$10.7M	6	0.13%	Reduced
142	Schroder Investment Management Group London, United Kingdom	$106M	+$13.1M	2	0.08%	Increased
143	Polar Capital Holdings London, United Kingdom	$106M	+$12.3M	1	0.25%	Increased
144	Bank Julius Baer & Co Zurich, Switzerland	$105M	+$87.2M	4	0.27%	Increased
145	Macquarie Group Sydney, NSW 2000, Australia	$105M	+$20.4M	2	0.45%	Increased
146	Jones Financial Companies Des Peres, Missouri	$104M	-$4.11M	12	0.04%	Reduced
147	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$103M	-$21.4M	5	0.06%	Reduced
148	Schonfeld Strategic Advisors New York	$103M	+$62.1M	6	0.37%	Increased
149	SGAM Smith Group Asset Management Dallas, Texas	$103M	-$14.1M	1	4.18%	Reduced
150	SG Americas Securities New York	$102M	-$259M	6	0.06%	Reduced