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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
$2.66B +$37.9M 8 0.06% Increased
2
BlackRock
BlackRock
New York
$2.46B -$98.6M 8 0.07% Reduced
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.84B +$381M 8 0.15% Increased
4
State Street
State Street
Massachusetts
$1.41B -$22.2M 8 0.07% Reduced
5
Capital World Investors
Capital World Investors
California
$1.22B +$84.7M 2 0.21% Increased
6
Primecap Management
Primecap Management
California
$908M -$17.8M 1 0.68% Reduced
7
Select Equity Group
Select Equity Group
New York
$817M +$75.3M 2 2.65% Increased
8
MCMC
Matrix Capital Management Company
New Hampshire
$573M +$453M 1 6.88% Increased
9
Capital International Investors
Capital International Investors
California
$558M +$39.6M 1 0.13% Increased
10
Geode Capital Management
Geode Capital Management
Massachusetts
$504M +$11.7M 8 0.06% Increased
11
Bank of New York Mellon
Bank of New York Mellon
New York
$415M -$37.3M 7 0.08% Reduced
12
Ameriprise
Ameriprise
Minnesota
$405M +$43.7M 6 0.12% Increased
13
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$400M -$4.19M 1 3.94% Reduced
14
Wellington Management Group
Wellington Management Group
Massachusetts
$390M -$4.17M 2 0.07% Reduced
15
Ninety One (UK)
Ninety One (UK)
United Kingdom
$341M +$40.2M 1 0.87% Increased
16
Findlay Park Partners
Findlay Park Partners
United Kingdom
$336M +$76.4M 1 2.54% Increased
17
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$329M -$1.61M 5 0.1% Reduced
18
Allspring Global Investments
Allspring Global Investments
North Carolina
$329M +$13.9M 5 0.42% Increased
19
Bank of America
Bank of America
North Carolina
$282M +$40.5M 8 0.03% Increased
20
Northern Trust
Northern Trust
Illinois
$278M -$6.64M 8 0.05% Reduced
21
Morgan Stanley
Morgan Stanley
New York
$243M -$19.7M 9 0.03% Reduced
22
KI
Koch Industries
Kansas
$215M -$173M 1 15.07% Reduced
23
Invesco
Invesco
Georgia
$214M +$23.6M 5 0.05% Increased
24
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$211M -$238M 3 0.02% Reduced
25
Charles Schwab
Charles Schwab
California
$208M +$4.49M 5 0.06% Increased