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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
$1.58B -$82.1M 5 0.06% Reduced
2
BlackRock
BlackRock
New York
$1.1B -$53.5M 5 0.04% Reduced
3
State Street
State Street
Massachusetts
$864M -$5.8M 4 0.06% Reduced
4
Primecap Management
Primecap Management
California
$620M -$28.5M 1 0.53% Reduced
5
Select Equity Group
Select Equity Group
New York
$567M -$13.5M 1 3.25% Reduced
6
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$372M -$101M 3 0.05% Reduced
7
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$356M -$3.65M 1 4.77% Reduced
8
AllianceBernstein
AllianceBernstein
Tennessee
$321M +$27.6M 3 0.19% Increased
9
Wells Fargo
Wells Fargo
California
$294M +$21.6M 7 0.09% Increased
10
Geode Capital Management
Geode Capital Management
Massachusetts
$231M +$1.94M 5 0.05% Increased
11
Capital World Investors
Capital World Investors
California
$226M +$209M 2 0.05% Increased
12
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$223M -$72.3M 1 0.87% Reduced
13
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$213M -$2.67M 5 0.09% Reduced
14
Bank of New York Mellon
Bank of New York Mellon
New York
$202M +$15.3M 5 0.05% Increased
15
CI Investments Inc
CI Investments Inc
Ontario, Canada
$184M -$24.1M 2 0.98% Reduced
16
Ninety One (UK)
Ninety One (UK)
United Kingdom
$177M +$14.4M 1 0.63% Increased
17
Northern Trust
Northern Trust
Illinois
$173M +$3.73M 5 0.04% Increased
18
Fidelity Investments
Fidelity Investments
Massachusetts
$168M -$65.4M 4 0.02% Reduced
19
Findlay Park Partners
Findlay Park Partners
United Kingdom
$146M $0 1 1.14% Maintained
20
Charles Schwab
Charles Schwab
California
$110M +$42.7K 4 0.05% Increased
21
Empyrean Capital Partners
Empyrean Capital Partners
California
$107M +$3.38M 2 6.38% Increased
22
SCM
Suvretta Capital Management
New York
$103M +$8.93M 1 2.22% Increased
23
Invesco
Invesco
Georgia
$98.2M -$3.85M 4 0.04% Reduced
24
Bank of America
Bank of America
North Carolina
$90.6M -$3.59M 7 0.01% Reduced
25
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$89.4M -$12M 2 0.42% Reduced