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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
$1.8B +$67.7M 5 0.07% Increased
2
BlackRock
BlackRock
New York
$1.4B +$87.2M 5 0.06% Increased
3
State Street
State Street
Massachusetts
$996M +$7.56M 4 0.07% Increased
4
Primecap Management
Primecap Management
California
$717M -$24.4M 1 0.57% Reduced
5
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$533M -$4.65M 1 6.99% Reduced
6
Select Equity Group
Select Equity Group
New York
$510M +$21.7M 1 3.45% Increased
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$494M +$270M 4 0.07% Increased
8
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$434M -$46.2M 1 0.85% Reduced
9
Wells Fargo
Wells Fargo
California
$401M -$8.86M 5 0.11% Reduced
10
Fidelity Investments
Fidelity Investments
Massachusetts
$377M -$110M 5 0.05% Reduced
11
AllianceBernstein
AllianceBernstein
Tennessee
$274M -$96.5M 3 0.17% Reduced
12
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$271M +$5.04M 5 0.11% Increased
13
Geode Capital Management
Geode Capital Management
Massachusetts
$244M +$23.7M 5 0.06% Increased
14
CI Investments Inc
CI Investments Inc
Ontario, Canada
$224M -$85.9M 1 1.16% Reduced
15
Northern Trust
Northern Trust
Illinois
$189M +$9.28M 5 0.05% Increased
16
Bank of New York Mellon
Bank of New York Mellon
New York
$177M +$5.6M 5 0.05% Increased
17
Invesco
Invesco
Georgia
$157M +$10.7M 3 0.04% Increased
18
Ninety One (UK)
Ninety One (UK)
United Kingdom
$153M -$3.13M 1 0.59% Reduced
19
Bank of America
Bank of America
North Carolina
$134M -$1.18M 6 0.02% Reduced
20
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$134M +$23.4M 2 0.33% Increased
21
ClearBridge Investments
ClearBridge Investments
New York
$134M -$64.7M 2 0.12% Reduced
22
SCM
Suvretta Capital Management
New York
$132M +$9.46M 1 3.43% Increased
23
Charles Schwab
Charles Schwab
California
$119M +$9.15M 4 0.07% Increased
24
Legal & General Group
Legal & General Group
United Kingdom
$114M -$1.08M 4 0.06% Reduced
25
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$100M -$4.19M 6 0.04% Reduced