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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 Malvern, Pennsylvania	$2.35B	+$49.1M	5	0.06%	Increased
2	BlackRock New York	$1.9B	+$93.3M	5	0.06%	Increased
3	State Street Boston, Massachusetts	$1.29B	+$1.38M	4	0.07%	Increased
4	Capital World Investors Los Angeles, California	$921M	+$139M	2	0.17%	Increased
5	Primecap Management Pasadena, California	$916M	+$4.28M	1	0.64%	Increased
6	T. Rowe Price Associates Baltimore, Maryland	$806M	+$124M	4	0.08%	Increased
7	Select Equity Group New York	$651M	-$106M	1	2.36%	Reduced
8	Capital International Investors Los Angeles, California	$518M	+$217K	1	0.13%	Increased
9	Ruane, Cunniff & Goldfarb New York	$503M	-$10.8M	1	4.73%	Reduced
10	Geode Capital Management Boston, Massachusetts	$386M	+$9.68M	5	0.06%	Increased
11	Wells Fargo San Francisco, California	$384M	-$29M	6	0.09%	Reduced
12	Dimensional Fund Advisors Austin, Texas	$333M	+$3.1M	5	0.11%	Increased
13	Bank of New York Mellon New York	$320M	+$83.6M	5	0.07%	Increased
14	AllianceBernstein Nashville, Tennessee	$313M	-$17.1M	3	0.14%	Reduced
15	Fidelity Investments Boston, Massachusetts	$304M	+$4.89M	5	0.03%	Increased
16	Northern Trust Chicago, Illinois	$248M	-$6.79M	5	0.05%	Reduced
17	Findlay Park Partners London, United Kingdom	$246M	+$34M	1	1.71%	Increased
18	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$222M	-$3.4M	2	0.71%	Reduced
19	Hotchkis & Wiley Capital Management Los Angeles, California	$204M	+$30.2M	2	0.62%	Increased
20	Ninety One (UK) London, United Kingdom	$200M	-$7.98M	1	0.57%	Reduced
21	Charles Schwab San Francisco, California	$177M	-$650K	4	0.06%	Reduced
22	Morgan Stanley New York	$175M	+$39.6M	6	0.03%	Increased
23	Bank of America Charlotte, North Carolina	$173M	+$32.3M	5	0.02%	Increased
24	Invesco Atlanta, Georgia	$165M	-$4.1M	3	0.04%	Reduced
25	Nuveen Charlotte, North Carolina	$162M	+$19M	4	0.05%	Increased