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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	$1.74B	-$121M	4	0.49%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.32B	+$27.8M	5	0.12%	Increased
3	State Street Boston, Massachusetts	$988M	+$48.3M	4	0.11%	Increased
4	Brown Advisory Baltimore, Maryland	$828M	-$2.29M	2	2.69%	Reduced
5	BlackRock Institutional Trust San Francisco, California	$568M	-$3.71M	5	0.1%	Reduced
6	ClearBridge Investments New York	$531M	+$26.3M	2	0.66%	Increased
7	Bank of New York Mellon New York	$494M	-$17.2M	5	0.14%	Reduced
8	Fidelity Investments Boston, Massachusetts	$461M	+$70.7M	3	0.07%	Increased
9	Invesco Atlanta, Georgia	$384M	+$101M	5	0.15%	Increased
10	BlackRock Fund Advisors San Francisco, California	$313M	+$10.4M	5	0.1%	Increased
11	Northern Trust Chicago, Illinois	$310M	-$1.52M	5	0.1%	Reduced
12	Capital Research Global Investors Los Angeles, California	$274M	-$30.2M	2	0.1%	Reduced
13	Artisan Partners Milwaukee, Wisconsin	$264M	-$109M	2	0.47%	Reduced
14	William Blair & Company Chicago, Illinois	$261M	+$23.1M	2	0.43%	Increased
15	Thrivent Financial for Lutherans Minneapolis, Minnesota	$248M	-$1.5M	3	1.51%	Reduced
16	PIM Platinum Investment Management Sydney Australia 2000, Australia	$234M	$0	1	4.06%	Maintained
17	Lord, Abbett & Co Jersey City, New Jersey	$190M	-$18.2M	2	0.42%	Reduced
18	T. Rowe Price Associates Baltimore, Maryland	$190M	+$44.3M	3	0.04%	Increased
19	Suntrust Banks Atlanta, Georgia	$182M	-$21.2M	2	0.71%	Reduced
20	TIAA CREF Investment Management New York	$178M	+$22M	4	0.13%	Increased
21	Bank of America Charlotte, North Carolina	$177M	-$26.6M	5	0.06%	Reduced
22	Geode Capital Management Boston, Massachusetts	$162M	+$8.99M	5	0.11%	Increased
23	Wellington Management Group Boston, Massachusetts	$159M	-$11.4M	2	0.05%	Reduced
24	Massachusetts Financial Services Boston, Massachusetts	$159M	-$40.8M	1	0.09%	Reduced
25	Ameriprise Minneapolis, Minnesota	$152M	-$50.1M	4	0.09%	Reduced