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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
151
Maverick Capital
Maverick Capital
Texas
$97.6M +$21.9M 2 0.86% Increased
152
BCA
Bayshore Capital Advisors
Florida
$95.8M -$98.1M 1 44.72% Reduced
153
Gradient Investments
Gradient Investments
Minnesota
$95.3M +$14.2M 2 1.32% Increased
154
Storebrand Asset Management
Storebrand Asset Management
Norway
$95.2M -$29.9M 1 0.23% Reduced
155
Kestra Advisory Services
Kestra Advisory Services
Texas
$94.7M -$381K 8 0.31% Reduced
156
Creative Planning
Creative Planning
Kansas
$93.3M +$4.25M 10 0.05% Increased
157
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$90.4M -$22.5M 2 0.28% Reduced
158
Natixis Advisors
Natixis Advisors
Massachusetts
$90M -$9.82M 3 0.1% Reduced
159
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$89.2M +$1.29M 7 0.15% Increased
160
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$87.7M +$9.79M 7 0.09% Increased
161
LCI
L1 Capital International
Australia
$87.2M -$2.69M 1 5.11% Reduced
162
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$87M -$59.9M 1 0.32% Reduced
163
GW&K Investment Management
GW&K Investment Management
Massachusetts
$86.9M -$94.1M 2 0.68% Reduced
164
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$85.9M -$13.6M 2 0.11% Reduced
165
HighTower Advisors
HighTower Advisors
Illinois
$84.3M -$3.94M 7 0.08% Reduced
166
Starboard Value
Starboard Value
New York
$83.1M -$63.7M 1 1.84% Reduced
167
Nordea Investment Management
Nordea Investment Management
Sweden
$82.8M +$52.1M 2 0.07% Increased
168
Driehaus Capital Management
Driehaus Capital Management
Illinois
$82.8M -$11.8M 2 0.48% Reduced
169
CIBC World Market
CIBC World Market
Ontario, Canada
$81.6M +$11.1M 5 0.13% Increased
170
Tidal Investments
Tidal Investments
Wisconsin
$81.6M -$7.36M 5 0.14% Reduced
171
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$81M +$9.24M 4 0.12% Increased
172
EARNEST Partners
EARNEST Partners
Georgia
$80.1M +$63.5M 1 0.29% Increased
173
Aviva
Aviva
United Kingdom
$78.2M +$1.93M 3 0.12% Increased
174
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$77.8M -$3.3M 4 0.14% Reduced
175
Los Angeles Capital Management
Los Angeles Capital Management
California
$76.9M +$27.2M 6 0.28% Increased