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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
$1.84B -$431K 5 0.07% Reduced
2
BlackRock
BlackRock
New York
$1.35B +$12.2M 5 0.06% Increased
3
State Street
State Street
Massachusetts
$976M -$14.3M 4 0.08% Reduced
4
Primecap Management
Primecap Management
California
$618M -$470K 1 0.46% Reduced
5
Fidelity Investments
Fidelity Investments
Massachusetts
$570M -$73.6M 4 0.07% Reduced
6
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$485M +$12.6M 1 4.94% Increased
7
ClearBridge Investments
ClearBridge Investments
New York
$438M +$81.2M 1 0.39% Increased
8
Select Equity Group
Select Equity Group
New York
$382M +$88.2M 1 2.59% Increased
9
Wells Fargo
Wells Fargo
California
$381M +$7.11M 5 0.11% Increased
10
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$376M +$340M 1 0.68% New
11
Artisan Partners
Artisan Partners
Wisconsin
$354M -$6.54M 2 0.7% Reduced
12
AllianceBernstein
AllianceBernstein
Tennessee
$343M +$89M 3 0.22% Increased
13
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$313M -$29M 5 0.12% Reduced
14
CI Investments Inc
CI Investments Inc
Ontario, Canada
$313M -$6.96M 1 1.75% Reduced
15
Citadel Advisors
Citadel Advisors
Florida
$247M -$57.1M 5 0.12% Reduced
16
Bank of America
Bank of America
North Carolina
$232M +$18.8M 6 0.04% Increased
17
Geode Capital Management
Geode Capital Management
Massachusetts
$231M +$4.39M 5 0.06% Increased
18
Invesco
Invesco
Georgia
$198M +$12.2M 3 0.07% Increased
19
Bank of New York Mellon
Bank of New York Mellon
New York
$185M -$19.4M 5 0.05% Reduced
20
Northern Trust
Northern Trust
Illinois
$182M -$1.98M 5 0.05% Reduced
21
Goldman Sachs
Goldman Sachs
New York
$170M +$12M 4 0.05% Increased
22
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$158M +$5.97M 2 0.4% Increased
23
Franklin Resources
Franklin Resources
California
$133M +$1.14M 4 0.07% Increased
24
Ninety One (UK)
Ninety One (UK)
United Kingdom
$126M -$2.51M 1 0.5% Reduced
25
Charles Schwab
Charles Schwab
California
$122M +$10.7M 4 0.08% Increased