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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	$1.3B	+$154M	4	0.3%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.18B	+$138M	5	0.09%	Increased
3	State Street Boston, Massachusetts	$739M	+$16.7M	4	0.07%	Increased
4	Artisan Partners Milwaukee, Wisconsin	$545M	+$303M	3	0.95%	Increased
5	ClearBridge Investments New York	$527M	+$55.4M	1	0.55%	Increased
6	Fidelity Investments Boston, Massachusetts	$424M	+$56.6M	3	0.06%	Increased
7	BlackRock Institutional Trust San Francisco, California	$418M	-$21.6M	5	0.07%	Reduced
8	Bank of New York Mellon New York	$359M	+$17.2M	5	0.09%	Increased
9	Primecap Management Pasadena, California	$312M	+$51.4M	1	0.32%	Increased
10	BlackRock Fund Advisors San Francisco, California	$261M	+$12.4M	5	0.06%	Increased
11	Capital Research Global Investors Los Angeles, California	$228M	+$47M	1	0.08%	Increased
12	Northern Trust Chicago, Illinois	$211M	+$1.12M	5	0.06%	Increased
13	Ruane, Cunniff & Goldfarb New York	$177M	+$829K	1	0.9%	Increased
14	Bank of America Charlotte, North Carolina	$147M	-$15.8M	4	0.05%	Reduced
15	Gotham Asset Management New York	$136M	+$93.8M	2	1.1%	Increased
16	Boston Partners Boston, Massachusetts	$130M	+$9.62M	1	0.2%	Increased
17	Thrivent Financial for Lutherans Minneapolis, Minnesota	$129M	+$3.59M	4	0.72%	Increased
18	Geode Capital Management Boston, Massachusetts	$120M	+$2.18M	5	0.07%	Increased
19	Dimensional Fund Advisors Austin, Texas	$119M	+$5.18M	5	0.08%	Increased
20	T. Rowe Price Associates Baltimore, Maryland	$111M	-$34.4M	4	0.02%	Reduced
21	Royal Bank of Canada Toronto, Ontario, Canada	$106M	+$30.3M	4	0.07%	Increased
22	BlackRock Group London, United Kingdom	$104M	+$7.75M	3	0.06%	Increased
23	Wellington Management Group Boston, Massachusetts	$101M	-$34.6M	2	0.03%	Reduced
24	Goldman Sachs New York	$100M	+$8.85M	4	0.03%	Increased
25	Wells Fargo San Francisco, California	$97.4M	+$12.7M	4	0.04%	Increased