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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	$1.25B	-$18M	4	0.3%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.14B	+$24.3M	5	0.09%	Increased
3	State Street Boston, Massachusetts	$790M	-$2.62M	4	0.09%	Reduced
4	ClearBridge Investments New York	$521M	+$65.6M	2	0.57%	Increased
5	BlackRock Institutional Trust San Francisco, California	$477M	+$19M	5	0.08%	Increased
6	Invesco Atlanta, Georgia	$406M	+$7.17M	5	0.16%	Increased
7	Fidelity Investments Boston, Massachusetts	$404M	+$73.9M	3	0.05%	Increased
8	Bank of New York Mellon New York	$367M	-$8.66M	5	0.1%	Reduced
9	Brown Advisory Baltimore, Maryland	$321M	-$176M	2	1.03%	Reduced
10	Primecap Management Pasadena, California	$286M	+$113M	1	0.31%	Increased
11	Artisan Partners Milwaukee, Wisconsin	$270M	+$105M	2	0.48%	Increased
12	BlackRock Fund Advisors San Francisco, California	$262M	+$6.74M	5	0.07%	Increased
13	Ameriprise Minneapolis, Minnesota	$234M	+$12.1M	5	0.14%	Increased
14	Northern Trust Chicago, Illinois	$225M	-$5.17M	5	0.07%	Reduced
15	Capital Research Global Investors Los Angeles, California	$199M	$0	1	0.07%	Maintained
16	Ruane, Cunniff & Goldfarb New York	$192M	-$544K	1	1.02%	Reduced
17	Bank of America Charlotte, North Carolina	$175M	-$2.66M	5	0.06%	Reduced
18	Wellington Management Group Boston, Massachusetts	$147M	+$16.1M	2	0.04%	Increased
19	T. Rowe Price Associates Baltimore, Maryland	$145M	-$13.5M	4	0.03%	Reduced
20	Thrivent Financial for Lutherans Minneapolis, Minnesota	$138M	-$15.9M	4	0.79%	Reduced
21	Boston Partners Boston, Massachusetts	$133M	+$20.7M	1	0.22%	Increased
22	Massachusetts Financial Services Boston, Massachusetts	$130M	-$830K	1	0.07%	Reduced
23	Geode Capital Management Boston, Massachusetts	$128M	-$1.46M	5	0.08%	Reduced
24	Jennison Associates New York	$122M	+$9.7M	1	0.11%	Increased
25	Waddell & Reed Financial Overland Park, Kansas	$120M	+$48.2K	2	0.17%	Increased