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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
$1.49B +$66.5M 5 0.06% Increased
2
BlackRock
BlackRock
New York
$1.02B -$36.3M 5 0.05% Reduced
3
State Street
State Street
Massachusetts
$795M -$14M 4 0.07% Reduced
4
Primecap Management
Primecap Management
California
$607M -$7.07M 1 0.6% Reduced
5
Select Equity Group
Select Equity Group
New York
$543M +$88.8M 1 3.74% Increased
6
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$444M +$106M 4 0.07% Increased
7
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$336M -$125M 1 5.39% Reduced
8
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$279M -$2.75M 1 1.28% Reduced
9
AllianceBernstein
AllianceBernstein
Tennessee
$272M +$54.7M 3 0.19% Increased
10
Wells Fargo
Wells Fargo
California
$253M -$54.5M 7 0.09% Reduced
11
Geode Capital Management
Geode Capital Management
Massachusetts
$206M +$3.36M 5 0.05% Increased
12
Fidelity Investments
Fidelity Investments
Massachusetts
$203M -$20.5M 4 0.03% Reduced
13
CI Investments Inc
CI Investments Inc
Ontario, Canada
$195M +$70.3M 2 1.18% Increased
14
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$191M -$4.72M 5 0.1% Reduced
15
Bank of New York Mellon
Bank of New York Mellon
New York
$165M +$16.9M 5 0.05% Increased
16
Ninety One (UK)
Ninety One (UK)
United Kingdom
$151M -$9.07M 1 0.64% Reduced
17
Northern Trust
Northern Trust
Illinois
$151M -$714K 5 0.04% Reduced
18
Findlay Park Partners
Findlay Park Partners
United Kingdom
$137M +$77.3M 1 1.32% Increased
19
Nuveen
Nuveen
North Carolina
$98.1M +$16.3M 4 0.05% Increased
20
Charles Schwab
Charles Schwab
California
$96.7M +$3.38M 4 0.06% Increased
21
Invesco
Invesco
Georgia
$92.4M -$30.7M 4 0.04% Reduced
22
SCM
Suvretta Capital Management
New York
$87.8M +$11.4M 1 2.37% Increased
23
Legal & General Group
Legal & General Group
United Kingdom
$87.2M -$2.66M 4 0.05% Reduced
24
Bank of America
Bank of America
North Carolina
$86.2M -$19.3M 7 0.02% Reduced
25
Empyrean Capital Partners
Empyrean Capital Partners
California
$85.1M +$116M 2 5.85% New