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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
201
National Bank of Canada
National Bank of Canada
Quebec, Canada
$60.4M -$11.5M 9 0.04% Reduced
202
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$60M -$359K 5 0.1% Reduced
203
Munro Partners
Munro Partners
Australia
$59.9M +$17.3M 1 1.32% Increased
204
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$59M -$3.3M 5 0.12% Reduced
205
Rockefeller Capital Management
Rockefeller Capital Management
New York
$58.3M +$4.87M 8 0.09% Increased
206
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$57.9M +$10.8M 1 0.15% Increased
207
Moore Capital Management
Moore Capital Management
New York
$57.2M +$25.2M 3 0.85% Increased
208
Canada Life
Canada Life
Manitoba, Canada
$56.9M -$3.05M 2 0.09% Reduced
209
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$56M -$11M 3 0.15% Reduced
210
NewEdge Advisors
NewEdge Advisors
Louisiana
$55.5M +$9.8M 9 0.17% Increased
211
Asset Management One
Asset Management One
Japan
$54.7M -$14.3M 2 0.14% Reduced
212
EULAV Asset Management
EULAV Asset Management
Florida
$54.7M -$17.2M 1 1.75% Reduced
213
Frontier Capital Management
Frontier Capital Management
Massachusetts
$53.3M +$14.2M 2 0.5% Increased
214
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$52.9M -$36.2M 3 0.07% Reduced
215
Vinva Investment Management
Vinva Investment Management
Australia
$52.4M +$30.2M 2 0.35% Increased
216
Masters Capital Management
Masters Capital Management
Georgia
$52.4M +$3.67M 1 1.34% Increased
217
DFO
Duquesne Family Office
New York
$51.5M +$48.1M 1 0.99% New
218
Congress Asset Management
Congress Asset Management
Massachusetts
$50.9M -$53.5M 1 0.31% Reduced
219
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$50.8M -$865K 4 0.14% Reduced
220
Mercer Global Advisors
Mercer Global Advisors
Colorado
$50.4M +$4.03M 7 0.06% Increased
221
KA
Kozak & Associates
Colorado
$49.2M -$19.7M 2 8.54% Reduced
222
PCP
Proficio Capital Partners
Massachusetts
$48.1M +$16.8M 4 1.73% Increased
223
Sanctuary Advisors
Sanctuary Advisors
Indiana
$48.1M -$1.4M 7 0.22% Reduced
224
Marex Group
Marex Group
$47.9M +$14.8M 5 0.2% Increased
225
Candriam SCA
Candriam SCA
Luxembourg
$47.8M -$5.18M 2 0.22% Reduced