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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	$2.67B	+$26M	9	0.07%	Increased
2	BlackRock New York	$2.5B	+$73M	9	0.08%	Increased
3	Fidelity Investments Boston, Massachusetts	$2.34B	+$113M	7	0.23%	Increased
4	State Street Boston, Massachusetts	$1.29B	+$8.94M	9	0.08%	Increased
5	Capital World Investors Los Angeles, California	$1.16B	-$9M	2	0.25%	Reduced
6	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$997M	+$62.5M	1	19.03%	Increased
7	Primecap Management Pasadena, California	$733M	-$23.3M	1	0.67%	Reduced
8	Geode Capital Management Boston, Massachusetts	$508M	+$13.8M	8	0.07%	Increased
9	Select Equity Group New York	$506M	-$132M	2	1.9%	Reduced
10	Wellington Management Group Boston, Massachusetts	$476M	-$21M	3	0.1%	Reduced
11	Capital International Investors Los Angeles, California	$438M	-$48M	1	0.12%	Reduced
12	Bank of New York Mellon New York	$435M	-$557K	7	0.1%	Reduced
13	Invesco Atlanta, Georgia	$402M	+$146M	5	0.12%	Increased
14	Mackenzie Financial Toronto Ontario, Ontario, Canada	$394M	+$35.8M	3	0.66%	Increased
15	Allspring Global Investments Charlotte, North Carolina	$390M	+$59.7M	4	0.67%	Increased
16	Morgan Stanley New York	$353M	+$72.9M	10	0.04%	Increased
17	Ameriprise Minneapolis, Minnesota	$329M	-$11.2M	6	0.11%	Reduced
18	Ruane, Cunniff & Goldfarb New York	$324M	-$9.78M	1	5.06%	Reduced
19	American Century Companies Kansas City, Missouri	$301M	-$8.68M	6	0.25%	Reduced
20	Bank of America Charlotte, North Carolina	$284M	-$22.9M	8	0.03%	Reduced
21	Northern Trust Chicago, Illinois	$270M	+$4.8M	8	0.06%	Increased
22	Ninety One (UK) London, United Kingdom	$226M	-$13M	1	0.73%	Reduced
23	Findlay Park Partners London, United Kingdom	$217M	-$73.4M	1	2.36%	Reduced
24	Charles Schwab San Francisco, California	$214M	+$4.03M	5	0.07%	Increased
25	AllianceBernstein Nashville, Tennessee	$195M	+$26.2M	4	0.09%	Increased