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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
Vanguard Group
Vanguard Group
Pennsylvania
$1.17B +$13.2M 5 0.08% Increased
2
JP Morgan Chase
JP Morgan Chase
New York
$1.12B -$119M 4 0.26% Reduced
3
State Street
State Street
Massachusetts
$674M -$41.1M 4 0.07% Reduced
4
ClearBridge Investments
ClearBridge Investments
New York
$666M +$168M 1 0.69% Increased
5
Artisan Partners
Artisan Partners
Wisconsin
$585M +$43.4M 3 1.05% Increased
6
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$403M -$6.44M 5 0.06% Reduced
7
Fidelity Investments
Fidelity Investments
Massachusetts
$366M -$55M 3 0.05% Reduced
8
Primecap Management
Primecap Management
California
$324M +$8.52M 1 0.32% Increased
9
Capital Research Global Investors
Capital Research Global Investors
California
$272M +$39.5M 1 0.09% Increased
10
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$260M -$2.69M 5 0.06% Reduced
11
Bank of New York Mellon
Bank of New York Mellon
New York
$218M -$134M 5 0.06% Reduced
12
Northern Trust
Northern Trust
Illinois
$200M -$9.66M 5 0.06% Reduced
13
Goldman Sachs
Goldman Sachs
New York
$181M +$75.5M 4 0.06% Increased
14
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$180M +$1.39M 1 0.85% Increased
15
Fidelity International
Fidelity International
Bermuda
$137M +$121M 1 0.44% Increased
16
Wells Fargo
Wells Fargo
California
$130M +$33.4M 4 0.05% Increased
17
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$128M +$2.2M 5 0.08% Increased
18
Geode Capital Management
Geode Capital Management
Massachusetts
$120M +$2.49M 5 0.07% Increased
19
Gotham Asset Management
Gotham Asset Management
New York
$118M -$13.3M 2 0.9% Reduced
20
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$112M -$8.17M 4 0.02% Reduced
21
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$108M +$22.7M 1 1.2% Increased
22
BlackRock Group
BlackRock Group
United Kingdom
$106M +$4.58M 3 0.06% Increased
23
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$103M +$1.06M 4 0.07% Increased
24
Wellington Management Group
Wellington Management Group
Massachusetts
$102M +$550K 2 0.03% Increased
25
Bessemer Group
Bessemer Group
New Jersey
$97.5M +$37.7M 2 0.49% Increased