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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
$1.25B +$42.6M 5 0.08% Increased
2
ClearBridge Investments
ClearBridge Investments
New York
$712M +$20.2M 1 0.85% Increased
3
State Street
State Street
Massachusetts
$603M +$10.4M 4 0.07% Increased
4
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$389M -$2.23M 5 0.06% Reduced
5
Artisan Partners
Artisan Partners
Wisconsin
$370M -$23.1M 2 0.77% Reduced
6
Primecap Management
Primecap Management
California
$356M +$13.3M 1 0.37% Increased
7
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$327M +$27.2M 5 0.2% Increased
8
Fidelity Investments
Fidelity Investments
Massachusetts
$326M +$76M 3 0.05% Increased
9
JP Morgan Chase
JP Morgan Chase
New York
$304M -$227M 5 0.08% Reduced
10
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$279M -$6.58M 5 0.06% Reduced
11
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$249M -$10.2M 1 1.93% Reduced
12
LSV Asset Management
LSV Asset Management
Illinois
$234M +$158M 4 0.49% Increased
13
Bank of New York Mellon
Bank of New York Mellon
New York
$224M -$98.6M 5 0.07% Reduced
14
Northern Trust
Northern Trust
Illinois
$191M +$6.1M 5 0.06% Increased
15
Invesco
Invesco
Georgia
$190M +$29.5M 4 0.08% Increased
16
Fidelity International
Fidelity International
Bermuda
$186M -$21.9M 1 0.57% Reduced
17
Wells Fargo
Wells Fargo
California
$155M +$7.44M 4 0.06% Increased
18
Goldman Sachs
Goldman Sachs
New York
$123M +$8.94M 4 0.04% Increased
19
Geode Capital Management
Geode Capital Management
Massachusetts
$116M +$843K 5 0.06% Increased
20
Principal Financial Group
Principal Financial Group
Iowa
$108M +$68.6M 3 0.16% Increased
21
BlackRock Group
BlackRock Group
United Kingdom
$102M +$65.6K 3 0.05% Increased
22
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$99.4M -$3.88M 5 0.06% Reduced
23
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$96.9M +$87.9M 1 5.72% New
24
Boston Partners
Boston Partners
Massachusetts
$94.7M -$31.2M 2 0.14% Reduced
25
Bank of Montreal
Bank of Montreal
Ontario, Canada
$91.7M -$816K 4 0.1% Reduced