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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	$1.65B	+$125M	4	0.49%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.16B	+$28.6M	5	0.11%	Increased
3	State Street Boston, Massachusetts	$842M	+$52.3M	4	0.1%	Increased
4	Brown Advisory Baltimore, Maryland	$734M	+$32.1M	2	2.62%	Increased
5	BlackRock Institutional Trust San Francisco, California	$513M	-$8.28M	5	0.1%	Reduced
6	Bank of New York Mellon New York	$458M	+$8.67M	5	0.14%	Increased
7	ClearBridge Investments New York	$446M	-$7.28M	2	0.62%	Reduced
8	Fidelity Investments Boston, Massachusetts	$354M	-$27.3M	3	0.05%	Reduced
9	Artisan Partners Milwaukee, Wisconsin	$349M	-$77.5M	2	0.67%	Reduced
10	Northern Trust Chicago, Illinois	$280M	-$10.2M	5	0.1%	Reduced
11	Capital Research Global Investors Los Angeles, California	$279M	+$113M	2	0.11%	Increased
12	BlackRock Fund Advisors San Francisco, California	$271M	+$7.66M	5	0.09%	Increased
13	Invesco Atlanta, Georgia	$252M	+$127M	5	0.11%	Increased
14	Thrivent Financial for Lutherans Minneapolis, Minnesota	$229M	+$26.4M	3	1.45%	Increased
15	William Blair & Company Chicago, Illinois	$218M	+$29.8M	2	0.39%	Increased
16	PIM Platinum Investment Management Sydney Australia 2000, Australia	$216M	-$15.1M	1	3.95%	Reduced
17	Lord, Abbett & Co Jersey City, New Jersey	$193M	-$84.6M	2	0.45%	Reduced
18	Ameriprise Minneapolis, Minnesota	$186M	-$35.3M	4	0.12%	Reduced
19	Bank of America Charlotte, North Carolina	$184M	-$33M	5	0.07%	Reduced
20	Suntrust Banks Atlanta, Georgia	$181M	-$7.02M	2	0.71%	Reduced
21	Massachusetts Financial Services Boston, Massachusetts	$178M	-$89M	1	0.11%	Reduced
22	Wellington Management Group Boston, Massachusetts	$158M	-$29.2M	2	0.05%	Reduced
23	ACM Atlanta Capital Management Atlanta, Georgia	$139M	-$610K	1	0.99%	Reduced
24	TIAA CREF Investment Management New York	$138M	+$8.45M	4	0.11%	Increased
25	Geode Capital Management Boston, Massachusetts	$138M	+$4.22M	5	0.11%	Increased