← All themes

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 +$7.81M 5 0.06% Increased
2
BlackRock
BlackRock
New York
$1.4B -$22.3M 5 0.05% Reduced
3
State Street
State Street
Massachusetts
$964M -$19.6M 4 0.07% Reduced
4
Primecap Management
Primecap Management
California
$695M -$8.4M 1 0.5% Reduced
5
Select Equity Group
Select Equity Group
New York
$527M +$26.9M 1 3.33% Increased
6
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$505M -$18.4M 1 6.24% Reduced
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$404M -$83.8M 4 0.05% Reduced
8
Wells Fargo
Wells Fargo
California
$348M -$49.7M 7 0.09% Reduced
9
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$319M -$109M 1 1.02% Reduced
10
Fidelity Investments
Fidelity Investments
Massachusetts
$305M -$74.5M 4 0.03% Reduced
11
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$262M -$17.5M 5 0.1% Reduced
12
AllianceBernstein
AllianceBernstein
Tennessee
$258M -$11.4M 4 0.15% Reduced
13
Geode Capital Management
Geode Capital Management
Massachusetts
$253M +$9.6M 5 0.05% Increased
14
Bank of New York Mellon
Bank of New York Mellon
New York
$196M +$19.1M 5 0.05% Increased
15
Northern Trust
Northern Trust
Illinois
$190M -$93.9K 5 0.04% Reduced
16
Ninety One (UK)
Ninety One (UK)
United Kingdom
$180M +$30.9M 1 0.6% Increased
17
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$155M +$67.9M 2 0.54% Increased
18
CI Investments Inc
CI Investments Inc
Ontario, Canada
$152M -$69M 1 0.77% Reduced
19
Invesco
Invesco
Georgia
$150M -$6.06M 3 0.05% Reduced
20
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$134M +$1.61M 2 0.33% Increased
21
Bank of America
Bank of America
North Carolina
$125M -$7.8M 7 0.02% Reduced
22
Charles Schwab
Charles Schwab
California
$122M +$2.51M 4 0.07% Increased
23
Two Sigma Advisers
Two Sigma Advisers
New York
$121M +$70.3M 4 0.28% Increased
24
Legal & General Group
Legal & General Group
United Kingdom
$108M -$3.89M 4 0.05% Reduced
25
Nuveen
Nuveen
North Carolina
$107M +$10.4M 4 0.04% Increased