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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 Malvern, Pennsylvania	$971M	+$19.1M	5	0.07%	Increased
2	ClearBridge Investments New York	$546M	+$31.9M	1	0.65%	Increased
3	State Street Boston, Massachusetts	$487M	-$16.5M	4	0.06%	Reduced
4	JP Morgan Chase New York	$478M	-$171M	4	0.13%	Reduced
5	Artisan Partners Milwaukee, Wisconsin	$393M	-$38M	2	0.8%	Reduced
6	BlackRock Institutional Trust San Francisco, California	$328M	+$12.5M	5	0.06%	Increased
7	Primecap Management Pasadena, California	$288M	+$17.5M	1	0.32%	Increased
8	Bank of New York Mellon New York	$254M	+$29.9M	5	0.08%	Increased
9	Ruane, Cunniff & Goldfarb New York	$228M	+$84.5M	1	1.17%	Increased
10	BlackRock Fund Advisors San Francisco, California	$225M	+$1.92M	5	0.06%	Increased
11	Dimensional Fund Advisors Austin, Texas	$212M	+$60.8M	5	0.14%	Increased
12	Fidelity Investments Boston, Massachusetts	$167M	-$54.8M	3	0.02%	Reduced
13	Northern Trust Chicago, Illinois	$162M	-$897K	5	0.05%	Reduced
14	Fidelity International Hamilton, Bermuda	$144M	+$3.41M	1	0.5%	Increased
15	Wells Fargo San Francisco, California	$123M	+$2.78M	4	0.05%	Increased
16	Gotham Asset Management New York	$118M	+$69.3M	3	1.15%	Increased
17	CI Global Investments Oakland, California	$101M	+$112M	1	2.36%	New
18	Geode Capital Management Boston, Massachusetts	$98.9M	+$2.2M	5	0.06%	Increased
19	Boston Partners Boston, Massachusetts	$96.4M	+$20M	1	0.15%	Increased
20	Royal Bank of Canada Toronto, Ontario, Canada	$88.7M	+$12.2M	6	0.07%	Increased
21	KIG Kovitz Investment Group Chicago, Illinois	$84.8M	+$38.2M	1	4.94%	Increased
22	BlackRock Group London, United Kingdom	$83.7M	-$259K	3	0.05%	Reduced
23	Wellington Management Group Boston, Massachusetts	$80.6M	-$1.18M	3	0.02%	Reduced
24	Bank of America Charlotte, North Carolina	$78.7M	+$20.3M	5	0.02%	Increased
25	Goldman Sachs New York	$77.8M	-$118M	3	0.03%	Reduced