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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
$1.45B +$16.2M 5 0.08% Increased
2
Fidelity Investments
Fidelity Investments
Massachusetts
$720M +$397M 4 0.1% Increased
3
State Street
State Street
Massachusetts
$658M +$8.59M 4 0.06% Increased
4
ClearBridge Investments
ClearBridge Investments
New York
$626M -$3.42M 1 0.69% Reduced
5
Primecap Management
Primecap Management
California
$437M -$2.01M 1 0.43% Reduced
6
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$434M +$806K 5 0.06% Increased
7
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$383M +$49.6M 5 0.07% Increased
8
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$361M -$10.2M 5 0.18% Reduced
9
Artisan Partners
Artisan Partners
Wisconsin
$287M -$97.3M 2 0.6% Reduced
10
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$281M -$13.5M 1 2.64% Reduced
11
Goldman Sachs
Goldman Sachs
New York
$255M +$86.3M 4 0.07% Increased
12
Fidelity International
Fidelity International
Bermuda
$236M -$223K 1 0.69% Reduced
13
Allianz Asset Management
Allianz Asset Management
Germany
$206M -$95.6M 3 0.18% Reduced
14
CI Global Investments
CI Global Investments
California
$203M -$18.3M 1 4.85% Reduced
15
Northern Trust
Northern Trust
Illinois
$201M -$1.79M 5 0.06% Reduced
16
Invesco
Invesco
Georgia
$193M -$13M 3 0.06% Reduced
17
Bank of America
Bank of America
North Carolina
$169M +$14.8M 6 0.04% Increased
18
Bank of New York Mellon
Bank of New York Mellon
New York
$161M -$91.8M 5 0.05% Reduced
19
Geode Capital Management
Geode Capital Management
Massachusetts
$142M +$7.34M 5 0.07% Increased
20
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$140M -$7.05M 2 0.12% Reduced
21
BlackRock Group
BlackRock Group
United Kingdom
$127M +$7.58M 3 0.06% Increased
22
JP Morgan Chase
JP Morgan Chase
New York
$127M -$21.6M 4 0.03% Reduced
23
Wells Fargo
Wells Fargo
California
$124M -$23.3M 4 0.04% Reduced
24
LSV Asset Management
LSV Asset Management
Illinois
$120M -$102M 3 0.22% Reduced
25
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$116M +$1.6M 5 0.06% Increased