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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
$1.85B -$36.9M 5 0.05% Reduced
2
BlackRock
BlackRock
New York
$1.41B -$28.7M 5 0.04% Reduced
3
State Street
State Street
Massachusetts
$1.06B -$30.1M 4 0.06% Reduced
4
Primecap Management
Primecap Management
California
$768M -$12.3M 1 0.57% Reduced
5
Select Equity Group
Select Equity Group
New York
$648M -$62.3M 1 2.66% Reduced
6
Capital World Investors
Capital World Investors
California
$641M +$105K 1 0.12% Increased
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$555M +$71.6M 3 0.06% Increased
8
Capital International Investors
Capital International Investors
California
$437M +$102K 1 0.12% Increased
9
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$434M -$14.4M 1 4.63% Reduced
10
Wells Fargo
Wells Fargo
California
$345M -$5.24M 6 0.08% Reduced
11
Geode Capital Management
Geode Capital Management
Massachusetts
$303M +$7.14M 5 0.05% Increased
12
AllianceBernstein
AllianceBernstein
Tennessee
$277M -$89.6M 3 0.13% Reduced
13
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$259M -$2.19M 5 0.09% Reduced
14
Fidelity Investments
Fidelity Investments
Massachusetts
$219M -$16.3M 5 0.02% Reduced
15
Northern Trust
Northern Trust
Illinois
$204M -$11.4M 5 0.04% Reduced
16
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$191M -$87.4M 2 0.66% Reduced
17
Ninety One (UK)
Ninety One (UK)
United Kingdom
$176M -$44.2M 1 0.54% Reduced
18
Bank of New York Mellon
Bank of New York Mellon
New York
$176M -$40.7M 5 0.04% Reduced
19
Findlay Park Partners
Findlay Park Partners
United Kingdom
$175M -$11.9M 1 1.22% Reduced
20
CI Investments Inc
CI Investments Inc
Ontario, Canada
$158M -$38.7M 1 0.69% Reduced
21
Charles Schwab
Charles Schwab
California
$140M +$434K 4 0.06% Increased
22
Invesco
Invesco
Georgia
$136M +$7.05M 4 0.04% Increased
23
Empyrean Capital Partners
Empyrean Capital Partners
California
$134M -$1.84M 2 4.38% Reduced
24
Legal & General Group
Legal & General Group
United Kingdom
$126M +$22.4M 4 0.05% Increased
25
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$116M -$7.1M 2 0.41% Reduced