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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 -$109M 5 0.05% Reduced
2
BlackRock
BlackRock
New York
$1.19B +$8.8K 5 0.04% Increased
3
State Street
State Street
Massachusetts
$912M -$19.3M 4 0.06% Reduced
4
Primecap Management
Primecap Management
California
$665M -$12.9M 1 0.55% Reduced
5
Select Equity Group
Select Equity Group
New York
$609M -$10.7M 1 2.99% Reduced
6
Capital World Investors
Capital World Investors
California
$546M +$284M 1 0.12% Increased
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$412M +$706K 3 0.05% Increased
8
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$383M -$6.55M 1 4.55% Reduced
9
Capital International Investors
Capital International Investors
California
$372M +$354M 1 0.11% New
10
AllianceBernstein
AllianceBernstein
Tennessee
$317M -$32.5M 3 0.17% Reduced
11
Wells Fargo
Wells Fargo
California
$297M -$22.5M 7 0.08% Reduced
12
Geode Capital Management
Geode Capital Management
Massachusetts
$246M -$1.43M 5 0.05% Reduced
13
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$242M -$2.28M 2 0.93% Reduced
14
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$233M -$7.84M 5 0.1% Reduced
15
Ninety One (UK)
Ninety One (UK)
United Kingdom
$190M -$3.09M 1 0.69% Reduced
16
Bank of New York Mellon
Bank of New York Mellon
New York
$183M -$32.7M 5 0.05% Reduced
17
Fidelity Investments
Fidelity Investments
Massachusetts
$183M +$8.49M 4 0.02% Increased
18
Northern Trust
Northern Trust
Illinois
$177M -$5.65M 5 0.04% Reduced
19
CI Investments Inc
CI Investments Inc
Ontario, Canada
$169M -$30.3M 1 0.84% Reduced
20
Findlay Park Partners
Findlay Park Partners
United Kingdom
$160M $0 1 1.11% Maintained
21
Charles Schwab
Charles Schwab
California
$114M -$1.54M 4 0.05% Reduced
22
Invesco
Invesco
Georgia
$110M +$3.19M 4 0.04% Increased
23
Empyrean Capital Partners
Empyrean Capital Partners
California
$108M -$1.58M 2 4.37% Reduced
24
Bank of America
Bank of America
North Carolina
$107M +$7.75M 6 0.01% Increased
25
Goldman Sachs
Goldman Sachs
New York
$90.6M +$27.4M 4 0.03% Increased