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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
$2.78B +$60.3M 9 0.07% Increased
2
BlackRock
BlackRock
New York
$2.63B -$61.8M 9 0.08% Reduced
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.54B -$332M 8 0.23% Reduced
4
State Street
State Street
Massachusetts
$1.29B -$5.64M 9 0.07% Reduced
5
MCMC
Matrix Capital Management Company
New Hampshire
$1.29B -$41.1M 1 17.5% Reduced
6
Capital World Investors
Capital World Investors
California
$1.06B -$151M 2 0.22% Reduced
7
Primecap Management
Primecap Management
California
$747M +$30.3M 1 0.65% Increased
8
Select Equity Group
Select Equity Group
New York
$561M +$65.9M 2 2% Increased
9
Invesco
Invesco
Georgia
$540M +$78.8M 5 0.15% Increased
10
Geode Capital Management
Geode Capital Management
Massachusetts
$538M +$13.4M 8 0.07% Increased
11
Wellington Management Group
Wellington Management Group
Massachusetts
$478M +$49.2M 4 0.09% Increased
12
Allspring Global Investments
Allspring Global Investments
North Carolina
$410M +$26.5M 4 0.68% Increased
13
Bank of New York Mellon
Bank of New York Mellon
New York
$396M -$29M 8 0.09% Reduced
14
Morgan Stanley
Morgan Stanley
New York
$395M +$28.4M 9 0.04% Increased
15
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$385M +$377M 5 0.13% New
16
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$373M -$12.6M 3 0.58% Reduced
17
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$310M -$6.8M 1 5.07% Reduced
18
Bank of America
Bank of America
North Carolina
$288M -$16.4M 8 0.03% Reduced
19
Ameriprise
Ameriprise
Minnesota
$288M -$121M 6 0.09% Reduced
20
AllianceBernstein
AllianceBernstein
Tennessee
$276M +$75.7M 5 0.12% Increased
21
American Century Companies
American Century Companies
Missouri
$275M -$34.4M 6 0.22% Reduced
22
Northern Trust
Northern Trust
Illinois
$273M -$1.67M 8 0.05% Reduced
23
Citadel Advisors
Citadel Advisors
Florida
$244M +$152M 7 0.05% Increased
24
Charles Schwab
Charles Schwab
California
$219M -$169K 5 0.07% Reduced
25
Findlay Park Partners
Findlay Park Partners
United Kingdom
$200M -$13.4M 1 2.11% Reduced