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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	$1.29B	+$21.6M	5	0.08%	Increased
2	ClearBridge Investments New York	$633M	-$21.6M	1	0.75%	Reduced
3	State Street Boston, Massachusetts	$597M	-$6.03M	4	0.06%	Reduced
4	Primecap Management Pasadena, California	$398M	-$8.21M	1	0.42%	Reduced
5	BlackRock Institutional Trust San Francisco, California	$393M	-$1.2M	5	0.06%	Reduced
6	Artisan Partners Milwaukee, Wisconsin	$357M	-$29.2M	2	0.76%	Reduced
7	Dimensional Fund Advisors Austin, Texas	$336M	-$532K	5	0.19%	Reduced
8	Fidelity Investments Boston, Massachusetts	$299M	-$58.7M	3	0.04%	Reduced
9	BlackRock Fund Advisors San Francisco, California	$292M	+$8.45M	5	0.06%	Increased
10	Allianz Asset Management Munich, Germany	$268M	+$221M	2	0.29%	Increased
11	Ruane, Cunniff & Goldfarb New York	$258M	-$25.6M	1	2.46%	Reduced
12	Boston Partners Boston, Massachusetts	$237M	+$141M	2	0.34%	Increased
13	Bank of New York Mellon New York	$231M	-$3.11M	5	0.07%	Reduced
14	LSV Asset Management Chicago, Illinois	$216M	+$626K	4	0.44%	Increased
15	Fidelity International Hamilton, Bermuda	$212M	+$91.1K	1	0.68%	Increased
16	Invesco Atlanta, Georgia	$202M	+$21.6M	3	0.07%	Increased
17	Northern Trust Chicago, Illinois	$193M	-$2.15M	5	0.06%	Reduced
18	Wells Fargo San Francisco, California	$165M	+$1.57M	4	0.06%	Increased
19	JP Morgan Chase New York	$141M	-$152M	4	0.04%	Reduced
20	Goldman Sachs New York	$131M	+$7.54M	4	0.04%	Increased
21	Bank of America Charlotte, North Carolina	$130M	+$42.6M	6	0.03%	Increased
22	Geode Capital Management Boston, Massachusetts	$116M	-$864K	5	0.06%	Reduced
23	BlackRock Group London, United Kingdom	$110M	+$7.97M	3	0.06%	Increased
24	Victory Capital Management San Antonio, Texas	$107M	+$23M	3	0.43%	Increased
25	Royal Bank of Canada Toronto, Ontario, Canada	$105M	+$5.42M	3	0.06%	Increased