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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	$1.62B	-$56.2M	4	0.45%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.32B	+$34.9M	5	0.11%	Increased
3	State Street Boston, Massachusetts	$922M	-$45.9M	4	0.1%	Reduced
4	Brown Advisory Baltimore, Maryland	$652M	-$150M	2	2.08%	Reduced
5	BlackRock Institutional Trust San Francisco, California	$577M	+$23M	5	0.1%	Increased
6	Carmignac Gestion Paris, France	$549M	+$547M	2	4.02%	New
7	ClearBridge Investments New York	$530M	+$14.9M	2	0.63%	Increased
8	Bank of New York Mellon New York	$474M	-$5.47M	5	0.13%	Reduced
9	Fidelity Investments Boston, Massachusetts	$463M	+$3.48M	3	0.06%	Increased
10	Invesco Atlanta, Georgia	$442M	+$63.7M	5	0.18%	Increased
11	Northern Trust Chicago, Illinois	$297M	-$4.45M	5	0.09%	Reduced
12	BlackRock Fund Advisors San Francisco, California	$296M	-$3.28M	5	0.09%	Reduced
13	Capital Research Global Investors Los Angeles, California	$259M	-$17.1M	1	0.09%	Reduced
14	William Blair & Company Chicago, Illinois	$251M	-$11.1M	2	0.42%	Reduced
15	Thrivent Financial for Lutherans Minneapolis, Minnesota	$237M	-$11.6M	3	1.47%	Reduced
16	Bank of America Charlotte, North Carolina	$215M	+$40.8M	5	0.08%	Increased
17	PIM Platinum Investment Management Sydney Australia 2000, Australia	$214M	-$21.8M	1	3.81%	Reduced
18	T. Rowe Price Associates Baltimore, Maryland	$199M	+$18.7M	4	0.04%	Increased
19	Artisan Partners Milwaukee, Wisconsin	$181M	-$79.5M	2	0.32%	Reduced
20	Ameriprise Minneapolis, Minnesota	$169M	+$20.1M	4	0.1%	Increased
21	Waddell & Reed Financial Overland Park, Kansas	$166M	+$120M	2	0.25%	Increased
22	Geode Capital Management Boston, Massachusetts	$158M	-$386K	5	0.11%	Reduced
23	Primecap Management Pasadena, California	$143M	+$13.8M	1	0.16%	Increased
24	Wellington Management Group Boston, Massachusetts	$142M	-$17.8M	3	0.04%	Reduced
25	Massachusetts Financial Services Boston, Massachusetts	$139M	-$14.9M	1	0.08%	Reduced