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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	$2.63B	-$6.51M	8	0.06%	Reduced
2	BlackRock New York	$2.59B	+$490M	8	0.07%	Increased
3	Fidelity Investments Boston, Massachusetts	$1.45B	+$930M	7	0.11%	Increased
4	State Street Boston, Massachusetts	$1.44B	+$34.5M	7	0.07%	Increased
5	Capital World Investors Los Angeles, California	$1.16B	+$77.9M	2	0.18%	Increased
6	Primecap Management Pasadena, California	$936M	-$23.9M	1	0.65%	Reduced
7	Select Equity Group New York	$745M	+$77.7M	2	2.03%	Increased
8	SCC Spring Creek Capital Wichita, Kansas	$543M	+$396M	2	20.68%	Increased
9	Capital International Investors Los Angeles, California	$521M	-$28.3M	1	0.11%	Reduced
10	Geode Capital Management Boston, Massachusetts	$493M	+$45M	7	0.06%	Increased
11	T. Rowe Price Associates Baltimore, Maryland	$473M	-$235M	3	0.04%	Reduced
12	Bank of New York Mellon New York	$426M	+$60.3M	7	0.08%	Increased
13	KI Koch Industries Wichita, Kansas	$415M	+$396M	1	23.65%	New
14	Ruane, Cunniff & Goldfarb New York	$409M	-$9.42M	1	3.49%	Reduced
15	Ameriprise Minneapolis, Minnesota	$371M	+$308M	6	0.1%	Increased
16	Wellington Management Group Boston, Massachusetts	$341M	+$38.7M	2	0.05%	Increased
17	Dimensional Fund Advisors Austin, Texas	$339M	-$36M	5	0.1%	Reduced
18	Allspring Global Investments Charlotte, North Carolina	$321M	+$323M	4	0.36%	New
19	Ninety One (UK) London, United Kingdom	$301M	+$10.8M	1	0.72%	Increased
20	Northern Trust Chicago, Illinois	$283M	+$6.59M	8	0.05%	Increased
21	AllianceBernstein Nashville, Tennessee	$271M	-$25.2M	5	0.1%	Reduced
22	Morgan Stanley New York	$258M	+$37.3M	9	0.03%	Increased
23	Findlay Park Partners London, United Kingdom	$258M	$0	1	1.72%	Maintained
24	Bank of America Charlotte, North Carolina	$238M	+$33.7M	8	0.02%	Increased
25	Allianz Asset Management Munich, Germany	$212M	+$133M	4	0.15%	Increased