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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	$1.46B	-$139M	4	0.37%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.26B	+$28.1M	5	0.1%	Increased
3	State Street Boston, Massachusetts	$895M	+$32.4M	4	0.1%	Increased
4	Brown Advisory Baltimore, Maryland	$554M	-$89.7M	2	1.74%	Reduced
5	Carmignac Gestion Paris, France	$532M	+$19.2M	2	4.16%	Increased
6	ClearBridge Investments New York	$530M	+$9.6M	2	0.6%	Increased
7	BlackRock Institutional Trust San Francisco, California	$519M	-$20.5M	5	0.09%	Reduced
8	Invesco Atlanta, Georgia	$451M	+$42.4M	5	0.18%	Increased
9	Bank of New York Mellon New York	$426M	-$25.4M	5	0.11%	Reduced
10	Fidelity Investments Boston, Massachusetts	$364M	-$49M	3	0.05%	Reduced
11	BlackRock Fund Advisors San Francisco, California	$288M	+$8.76M	5	0.08%	Increased
12	Northern Trust Chicago, Illinois	$259M	-$17.7M	5	0.08%	Reduced
13	Ameriprise Minneapolis, Minnesota	$245M	+$103M	5	0.14%	Increased
14	Norges Bank Oslo, Norway	$220M	+$118M	2	0.06%	Increased
15	Capital Research Global Investors Los Angeles, California	$217M	$0	1	0.08%	Maintained
16	Ruane, Cunniff & Goldfarb New York	$210M	+$115M	1	1.12%	Increased
17	Primecap Management Pasadena, California	$198M	+$83.6M	1	0.22%	Increased
18	Bank of America Charlotte, North Carolina	$197M	-$3.67M	5	0.06%	Reduced
19	Artisan Partners Milwaukee, Wisconsin	$190M	+$38M	2	0.33%	Increased
20	T. Rowe Price Associates Baltimore, Maryland	$176M	-$3.87M	4	0.04%	Reduced
21	Thrivent Financial for Lutherans Minneapolis, Minnesota	$173M	-$41.1M	3	0.98%	Reduced
22	Massachusetts Financial Services Boston, Massachusetts	$150M	+$12.9M	1	0.08%	Increased
23	Geode Capital Management Boston, Massachusetts	$146M	-$1.55M	5	0.09%	Reduced
24	Wellington Management Group Boston, Massachusetts	$144M	+$26.5M	2	0.04%	Increased
25	Waddell & Reed Financial Overland Park, Kansas	$133M	-$14.3M	2	0.19%	Reduced