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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
$2.47B +$46.4M 9 0.07% Increased
2
BlackRock
BlackRock
New York
$2.11B -$22.3M 9 0.07% Reduced
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.47B +$225M 7 0.15% Increased
4
State Street
State Street
Massachusetts
$1.24B -$38M 9 0.07% Reduced
5
Capital World Investors
Capital World Investors
California
$1.18B +$51.8M 2 0.25% Increased
6
Primecap Management
Primecap Management
California
$807M -$32.1M 1 0.72% Reduced
7
Select Equity Group
Select Equity Group
New York
$691M -$61.4M 2 2.21% Reduced
8
Capital International Investors
Capital International Investors
California
$515M +$120K 1 0.14% Increased
9
MCMC
Matrix Capital Management Company
New Hampshire
$508M +$180M 1 11.51% Increased
10
Geode Capital Management
Geode Capital Management
Massachusetts
$450M +$496K 8 0.07% Increased
11
Wellington Management Group
Wellington Management Group
Massachusetts
$374M +$48M 2 0.08% Increased
12
Bank of New York Mellon
Bank of New York Mellon
New York
$372M +$10.2M 7 0.09% Increased
13
American Century Companies
American Century Companies
Missouri
$370M +$222M 5 0.3% Increased
14
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$359M -$10.6M 1 4.68% Reduced
15
Findlay Park Partners
Findlay Park Partners
United Kingdom
$309M -$1.58M 1 2.88% Reduced
16
Allspring Global Investments
Allspring Global Investments
North Carolina
$300M -$3.09M 5 0.5% Reduced
17
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$295M -$3.14M 5 0.11% Reduced
18
Ninety One (UK)
Ninety One (UK)
United Kingdom
$294M -$21.7M 1 0.87% Reduced
19
Ameriprise
Ameriprise
Minnesota
$294M +$26M 5 0.1% Increased
20
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$286M +$187M 3 0.46% Increased
21
Morgan Stanley
Morgan Stanley
New York
$257M +$63.5M 9 0.03% Increased
22
Northern Trust
Northern Trust
Illinois
$244M -$6.35M 8 0.05% Reduced
23
Invesco
Invesco
Georgia
$225M +$36M 5 0.07% Increased
24
Bank of America
Bank of America
North Carolina
$223M -$20.4M 9 0.03% Reduced
25
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$193M +$51.2M 9 0.06% Increased