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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
$1.35B +$24.7M 5 0.08% Increased
2
ClearBridge Investments
ClearBridge Investments
New York
$616M -$43.9M 1 0.69% Reduced
3
State Street
State Street
Massachusetts
$612M -$5.41M 4 0.06% Reduced
4
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$406M +$2.63M 5 0.06% Increased
5
Primecap Management
Primecap Management
California
$398M -$15.8M 1 0.4% Reduced
6
Artisan Partners
Artisan Partners
Wisconsin
$361M -$10.5M 2 0.72% Reduced
7
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$343M +$2.2M 5 0.19% Increased
8
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$306M +$14.1M 5 0.06% Increased
9
Allianz Asset Management
Allianz Asset Management
Germany
$291M +$13.6M 2 0.28% Increased
10
Fidelity Investments
Fidelity Investments
Massachusetts
$290M -$19.9M 4 0.04% Reduced
11
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$268M +$144K 1 2.51% Increased
12
Boston Partners
Boston Partners
Massachusetts
$241M -$5.6M 2 0.34% Reduced
13
Bank of New York Mellon
Bank of New York Mellon
New York
$236M +$704K 5 0.07% Increased
14
LSV Asset Management
LSV Asset Management
Illinois
$218M -$6.73M 4 0.43% Reduced
15
CI Global Investments
CI Global Investments
California
$216M +$156M 1 5.04% Increased
16
Fidelity International
Fidelity International
Bermuda
$215M -$5.99M 1 0.64% Reduced
17
Invesco
Invesco
Georgia
$198M -$11.6M 3 0.07% Reduced
18
Northern Trust
Northern Trust
Illinois
$189M -$6.68M 5 0.06% Reduced
19
Goldman Sachs
Goldman Sachs
New York
$157M +$21.9M 4 0.05% Increased
20
Bank of America
Bank of America
North Carolina
$144M +$9.2M 6 0.03% Increased
21
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$139M +$101M 2 0.12% Increased
22
JP Morgan Chase
JP Morgan Chase
New York
$139M -$5.46M 5 0.03% Reduced
23
Wells Fargo
Wells Fargo
California
$138M -$32.6M 4 0.05% Reduced
24
Geode Capital Management
Geode Capital Management
Massachusetts
$126M +$6.29M 5 0.06% Increased
25
BlackRock Group
BlackRock Group
United Kingdom
$113M -$803K 3 0.06% Reduced