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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	$1.1B	+$23.7M	5	0.07%	Increased
2	ClearBridge Investments New York	$606M	-$2.6M	1	0.7%	Reduced
3	State Street Boston, Massachusetts	$537M	-$5.5M	4	0.06%	Reduced
4	JP Morgan Chase New York	$496M	-$35.2M	4	0.12%	Reduced
5	Artisan Partners Milwaukee, Wisconsin	$367M	-$71.7M	2	0.72%	Reduced
6	BlackRock Institutional Trust San Francisco, California	$357M	-$6.07M	5	0.06%	Reduced
7	Primecap Management Pasadena, California	$329M	+$5.24M	1	0.34%	Increased
8	Bank of New York Mellon New York	$305M	+$23.7M	5	0.09%	Increased
9	Dimensional Fund Advisors Austin, Texas	$271M	+$42.2M	5	0.17%	Increased
10	BlackRock Fund Advisors San Francisco, California	$260M	+$14M	5	0.06%	Increased
11	Ruane, Cunniff & Goldfarb New York	$251M	-$4.51M	1	1.43%	Reduced
12	Fidelity Investments Boston, Massachusetts	$228M	+$41.3M	3	0.03%	Increased
13	Fidelity International Hamilton, Bermuda	$201M	+$38.8M	2	0.61%	Increased
14	Northern Trust Chicago, Illinois	$169M	-$9.59M	5	0.06%	Reduced
15	CI Global Investments Oakland, California	$148M	+$35.4M	1	3.21%	Increased
16	Invesco Atlanta, Georgia	$139M	+$95.1M	3	0.06%	Increased
17	Wells Fargo San Francisco, California	$135M	-$1.71M	4	0.05%	Reduced
18	Boston Partners Boston, Massachusetts	$115M	+$7.35M	2	0.16%	Increased
19	Geode Capital Management Boston, Massachusetts	$104M	-$5.17M	5	0.06%	Reduced
20	Goldman Sachs New York	$102M	+$15.9M	4	0.03%	Increased
21	Deutsche Bank Frankfurt Am Main Ge, Germany	$101M	+$36.3M	5	0.07%	Increased
22	Royal Bank of Canada Toronto, Ontario, Canada	$94.7M	-$4.36M	6	0.06%	Reduced
23	KIG Kovitz Investment Group Chicago, Illinois	$93.9M	-$1.13M	1	5.78%	Reduced
24	BlackRock Group London, United Kingdom	$92.6M	-$730K	3	0.05%	Reduced
25	Gotham Asset Management New York	$89.6M	-$40.7M	3	0.97%	Reduced