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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	$2.28B	+$11M	9	0.07%	Increased
2	BlackRock New York	$2.05B	-$59.6M	9	0.07%	Reduced
3	Fidelity Investments Boston, Massachusetts	$1.91B	+$256M	6	0.2%	Increased
4	State Street Boston, Massachusetts	$1.12B	-$5.87M	9	0.07%	Reduced
5	Capital World Investors Los Angeles, California	$1.04B	-$26M	2	0.23%	Reduced
6	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$843M	+$260M	1	16.12%	Increased
7	Primecap Management Pasadena, California	$684M	-$5.94M	1	0.66%	Reduced
8	Select Equity Group New York	$577M	-$19.1M	2	2.01%	Reduced
9	Capital International Investors Los Angeles, California	$440M	+$107K	1	0.13%	Increased
10	Geode Capital Management Boston, Massachusetts	$427M	+$8.91M	8	0.06%	Increased
11	Wellington Management Group Boston, Massachusetts	$362M	-$21.1M	3	0.08%	Reduced
12	Bank of New York Mellon New York	$343M	-$23.2M	7	0.08%	Reduced
13	Mackenzie Financial Toronto Ontario, Ontario, Canada	$323M	+$90.6M	3	0.56%	Increased
14	Ameriprise Minneapolis, Minnesota	$302M	-$47.2M	6	0.11%	Reduced
15	Ruane, Cunniff & Goldfarb New York	$302M	-$5.94M	1	4.48%	Reduced
16	Allspring Global Investments Charlotte, North Carolina	$298M	+$44.2M	6	0.53%	Increased
17	Dimensional Fund Advisors Austin, Texas	$293M	-$2.23M	5	0.11%	Reduced
18	American Century Companies Kansas City, Missouri	$279M	-$53.9M	6	0.25%	Reduced
19	Bank of America Charlotte, North Carolina	$267M	+$63.4M	8	0.03%	Increased
20	Findlay Park Partners London, United Kingdom	$263M	$0	1	2.61%	Maintained
21	Morgan Stanley New York	$250M	-$23.2M	9	0.03%	Reduced
22	Invesco Atlanta, Georgia	$232M	+$25.5M	5	0.07%	Increased
23	Northern Trust Chicago, Illinois	$224M	-$6.25M	8	0.05%	Reduced
24	Ninety One (UK) London, United Kingdom	$216M	-$40M	1	0.71%	Reduced
25	SCH Sylebra Capital (HK) Hong Kong	$182M	+$3.5M	1	9.03%	Increased