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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
$1.1B +$15.7M 5 0.07% Increased
2
JP Morgan Chase
JP Morgan Chase
New York
$768M -$301M 4 0.18% Reduced
3
ClearBridge Investments
ClearBridge Investments
New York
$647M +$31.9M 1 0.68% Increased
4
State Street
State Street
Massachusetts
$591M -$33.9M 4 0.06% Reduced
5
Artisan Partners
Artisan Partners
Wisconsin
$488M -$49.5M 3 0.9% Reduced
6
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$363M -$11.6M 5 0.06% Reduced
7
Primecap Management
Primecap Management
California
$295M +$4.32M 1 0.29% Increased
8
Bank of New York Mellon
Bank of New York Mellon
New York
$260M +$60.3M 5 0.07% Increased
9
Capital Research Global Investors
Capital Research Global Investors
California
$251M +$6.31M 1 0.08% Increased
10
Fidelity Investments
Fidelity Investments
Massachusetts
$244M -$97.1M 3 0.03% Reduced
11
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$243M -$4.54M 5 0.06% Reduced
12
Goldman Sachs
Goldman Sachs
New York
$211M +$48.3M 4 0.07% Increased
13
Northern Trust
Northern Trust
Illinois
$182M -$5.86M 5 0.05% Reduced
14
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$167M +$43.9M 5 0.1% Increased
15
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$162M +$152K 1 0.77% Increased
16
Fidelity International
Fidelity International
Bermuda
$153M +$32.7M 1 0.49% Increased
17
Wells Fargo
Wells Fargo
California
$136M +$16.4M 4 0.05% Increased
18
Geode Capital Management
Geode Capital Management
Massachusetts
$112M +$1.37M 5 0.06% Increased
19
Bessemer Group
Bessemer Group
New Jersey
$103M +$13.6M 2 0.54% Increased
20
Boston Partners
Boston Partners
Massachusetts
$98.1M +$11.7M 1 0.14% Increased
21
Morgan Stanley
Morgan Stanley
New York
$97.9M +$34.6M 6 0.03% Increased
22
BlackRock Group
BlackRock Group
United Kingdom
$97.8M +$394K 3 0.05% Increased
23
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$91.3M -$3.79M 6 0.06% Reduced
24
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$91M -$23.5M 4 0.02% Reduced
25
Wellington Management Group
Wellington Management Group
Massachusetts
$88.9M -$3.55M 2 0.02% Reduced