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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
1	JP Morgan Chase New York	$1.27B	+$1.3B	5	0.4%	New
2	Vanguard Group Malvern, Pennsylvania	$999M	+$997M	5	0.1%	New
3	State Street Boston, Massachusetts	$691M	+$692M	4	0.09%	New
4	Brown Advisory Baltimore, Maryland	$584M	+$599M	2	2.34%	New
5	BlackRock Institutional Trust San Francisco, California	$460M	+$460M	5	0.09%	New
6	Artisan Partners Milwaukee, Wisconsin	$402M	+$389M	2	0.86%	New
7	Bank of New York Mellon New York	$391M	+$392M	5	0.12%	New
8	ClearBridge Investments New York	$383M	+$391M	2	0.58%	New
9	Fidelity Investments Boston, Massachusetts	$351M	+$349M	3	0.06%	New
10	Lord, Abbett & Co Jersey City, New Jersey	$261M	+$256M	2	0.6%	New
11	Northern Trust Chicago, Illinois	$258M	+$257M	5	0.09%	New
12	BlackRock Fund Advisors San Francisco, California	$233M	+$230M	5	0.09%	New
13	Massachusetts Financial Services Boston, Massachusetts	$230M	+$236M	1	0.16%	New
14	PIM Platinum Investment Management Sydney Australia 2000, Australia	$219M	+$213M	1	4.18%	New
15	Goldman Sachs New York	$212M	+$205M	4	0.08%	New
16	Ameriprise Minneapolis, Minnesota	$203M	+$200M	4	0.14%	New
17	Thrivent Financial for Lutherans Minneapolis, Minnesota	$193M	+$184M	3	1.26%	New
18	Bank of America Charlotte, North Carolina	$193M	+$192M	5	0.08%	New
19	AL AJO LP Philadelphia, Pennsylvania	$181M	+$185M	2	0.84%	New
20	William Blair & Company Chicago, Illinois	$179M	+$174M	2	0.35%	New
21	Wellington Management Group Boston, Massachusetts	$176M	+$172M	2	0.06%	New
22	Suntrust Banks Atlanta, Georgia	$158M	+$162M	2	0.7%	New
23	Capital Research Global Investors Los Angeles, California	$155M	+$149M	2	0.07%	New
24	ACM Atlanta Capital Management Atlanta, Georgia	$133M	+$129M	1	1.01%	New
25	T. Rowe Price Associates Baltimore, Maryland	$122M	+$118M	4	0.03%	New