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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	$2.33B	+$13.4M	6	0.06%	Increased
2	BlackRock New York	$1.75B	+$4.13M	7	0.05%	Increased
3	State Street Boston, Massachusetts	$1.28B	-$5M	5	0.07%	Reduced
4	Capital World Investors Los Angeles, California	$995M	+$54.6M	2	0.17%	Increased
5	Primecap Management Pasadena, California	$914M	-$8.11M	1	0.65%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$659M	-$141M	3	0.06%	Reduced
7	Select Equity Group New York	$635M	-$1.19M	1	2.13%	Reduced
8	Capital International Investors Los Angeles, California	$523M	+$65.6K	1	0.12%	Increased
9	Wells Fargo San Francisco, California	$411M	+$12.8M	9	0.09%	Increased
10	Ruane, Cunniff & Goldfarb New York	$398M	-$6.31M	1	3.58%	Reduced
11	Geode Capital Management Boston, Massachusetts	$396M	+$13.7M	6	0.05%	Increased
12	Fidelity Investments Boston, Massachusetts	$347M	+$33.2M	8	0.03%	Increased
13	Dimensional Fund Advisors Austin, Texas	$314M	-$460K	5	0.1%	Reduced
14	Bank of New York Mellon New York	$281M	+$9.46M	6	0.05%	Increased
15	Ninety One (UK) London, United Kingdom	$276M	+$67.4M	1	0.71%	Increased
16	AllianceBernstein Nashville, Tennessee	$276M	+$6.82M	4	0.11%	Increased
17	Findlay Park Partners London, United Kingdom	$245M	-$1.09M	1	1.69%	Reduced
18	Northern Trust Chicago, Illinois	$238M	-$2.67M	6	0.04%	Reduced
19	Wellington Management Group Boston, Massachusetts	$194M	-$2.18M	3	0.03%	Reduced
20	Morgan Stanley New York	$189M	+$8.88M	8	0.03%	Increased
21	Bank of America Charlotte, North Carolina	$186M	+$12.9M	7	0.02%	Increased
22	Charles Schwab San Francisco, California	$172M	+$1.8M	4	0.06%	Increased
23	Invesco Atlanta, Georgia	$165M	+$6.63M	4	0.04%	Increased
24	Hotchkis & Wiley Capital Management Los Angeles, California	$159M	-$493K	2	0.51%	Reduced
25	Legal & General Group London, United Kingdom	$159M	+$11.2M	4	0.05%	Increased