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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
176
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$76.4M +$3.92M 9 0.04% Increased
177
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$76.4M +$4.55M 8 0.13% Increased
178
Truist Financial
Truist Financial
North Carolina
$75.6M -$16.1M 9 0.09% Reduced
179
CAM
Cacti Asset Management
Georgia
$74M $0 1 3.71% Maintained
180
Merewether Investment Management
Merewether Investment Management
Texas
$72.7M +$26M 1 1.37% Increased
181
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.5M +$1.07M 10 0.06% Increased
182
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$71M +$63.4M 3 0.35% New
183
Discovery Capital Management
Discovery Capital Management
Connecticut
$70.8M +$53.1M 1 2.94% New
184
PPW
Parcion Private Wealth
Washington
$69.1M -$1.86M 2 3.84% Reduced
185
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$68.2M +$60.4M 3 0.41% Increased
186
5NCM
59 North Capital Management
Texas
$67.6M +$63.2M 1 1.51% New
187
Empowered Funds
Empowered Funds
Pennsylvania
$67.3M -$13M 6 0.35% Reduced
188
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$65.9M +$4.95M 2 0.52% Increased
189
MML Investors Services
MML Investors Services
Massachusetts
$65.6M +$2.62M 9 0.13% Increased
190
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$65.1M +$4.25M 4 0.14% Increased
191
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$64.3M -$2.04M 7 0.12% Reduced
192
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$64.2M +$25.5M 2 0.22% Increased
193
Walleye Capital
Walleye Capital
New York
$64.2M +$6.01M 5 0.23% Increased
194
Energy Income Partners
Energy Income Partners
Connecticut
$64.2M +$46M 2 1.01% Increased
195
Danske Bank
Danske Bank
Denmark
$63.7M -$7.89M 2 0.13% Reduced
196
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$63.3M +$29.3M 3 0.08% Increased
197
Pentwater Capital Management
Pentwater Capital Management
Florida
$62.9M +$61.8M 1 0.38% New
198
Robeco Schweiz
Robeco Schweiz
Switzerland
$61.6M -$35.7M 2 0.99% Reduced
199
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$60.9M +$9.44M 5 0.08% Increased
200
TD Asset Management
TD Asset Management
Ontario, Canada
$60.8M -$5.39M 5 0.05% Reduced