← All themes

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	$2.38B	+$31.6M	6	0.06%	Increased
2	BlackRock New York	$1.82B	-$60.1M	6	0.05%	Reduced
3	State Street Boston, Massachusetts	$1.31B	+$3.27M	5	0.07%	Increased
4	Capital World Investors Los Angeles, California	$958M	+$6.34M	2	0.16%	Increased
5	Primecap Management Pasadena, California	$928M	-$17.3M	1	0.62%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$809M	-$23.8M	4	0.08%	Reduced
7	Select Equity Group New York	$640M	-$32.3M	1	2.19%	Reduced
8	Capital International Investors Los Angeles, California	$527M	-$8.5M	1	0.12%	Reduced
9	Ruane, Cunniff & Goldfarb New York	$407M	-$115M	1	3.61%	Reduced
10	Wells Fargo San Francisco, California	$405M	+$13.5M	7	0.09%	Increased
11	Geode Capital Management Boston, Massachusetts	$393M	+$7.05M	6	0.05%	Increased
12	Fidelity Investments Boston, Massachusetts	$341M	+$79M	5	0.03%	Increased
13	Dimensional Fund Advisors Austin, Texas	$330M	-$5.77M	5	0.1%	Reduced
14	Bank of New York Mellon New York	$286M	-$11.3M	6	0.06%	Reduced
15	AllianceBernstein Nashville, Tennessee	$272M	-$50.2M	3	0.11%	Reduced
16	Northern Trust Chicago, Illinois	$249M	+$4.02M	6	0.04%	Increased
17	Findlay Park Partners London, United Kingdom	$248M	-$6.14M	1	1.69%	Reduced
18	Wellington Management Group Boston, Massachusetts	$217M	+$192M	3	0.04%	Increased
19	Ninety One (UK) London, United Kingdom	$211M	+$4.41M	1	0.55%	Increased
20	Morgan Stanley New York	$185M	+$17.7M	7	0.02%	Increased
21	Charles Schwab San Francisco, California	$177M	+$2.55M	4	0.06%	Increased
22	Hotchkis & Wiley Capital Management Los Angeles, California	$177M	+$21.2M	2	0.54%	Increased
23	Bank of America Charlotte, North Carolina	$176M	+$1.94M	6	0.02%	Increased
24	Invesco Atlanta, Georgia	$163M	-$5.61M	3	0.04%	Reduced
25	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$156M	-$75.2M	2	0.5%	Reduced