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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
$2.86B +$6.43M 9 0.07% Increased
2
BlackRock
BlackRock
New York
$2.72B +$19.8M 8 0.08% Increased
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.32B +$8.34M 8 0.19% Increased
4
State Street
State Street
Massachusetts
$1.31B -$9.3M 9 0.07% Reduced
5
MCMC
Matrix Capital Management Company
New Hampshire
$1.1B -$48.4M 1 12.79% Reduced
6
Capital World Investors
Capital World Investors
California
$1.05B -$48.7M 2 0.2% Reduced
7
Primecap Management
Primecap Management
California
$755M -$508K 1 0.63% Reduced
8
Invesco
Invesco
Georgia
$612M +$68.1M 5 0.16% Increased
9
Wellington Management Group
Wellington Management Group
Massachusetts
$569M +$103M 3 0.11% Increased
10
Geode Capital Management
Geode Capital Management
Massachusetts
$565M +$19.6M 7 0.07% Increased
11
Select Equity Group
Select Equity Group
New York
$529M -$36.8M 2 1.97% Reduced
12
Morgan Stanley
Morgan Stanley
New York
$442M +$43.1M 10 0.04% Increased
13
Allspring Global Investments
Allspring Global Investments
North Carolina
$431M +$15M 4 0.69% Increased
14
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$390M -$10.9M 7 0.12% Reduced
15
Bank of New York Mellon
Bank of New York Mellon
New York
$370M -$21.8M 8 0.08% Reduced
16
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$351M +$36.1M 1 5.54% Increased
17
AllianceBernstein
AllianceBernstein
Tennessee
$292M +$7.55M 5 0.12% Increased
18
Northern Trust
Northern Trust
Illinois
$271M -$6.57M 8 0.05% Reduced
19
American Century Companies
American Century Companies
Missouri
$255M -$16.4M 6 0.19% Reduced
20
Bank of America
Bank of America
North Carolina
$238M -$39.4M 8 0.02% Reduced
21
Ninety One (UK)
Ninety One (UK)
United Kingdom
$236M +$34.1M 1 0.69% Increased
22
Charles Schwab
Charles Schwab
California
$225M +$352K 5 0.06% Increased
23
Ameriprise
Ameriprise
Minnesota
$213M -$48.6M 6 0.07% Reduced
24
Nuveen
Nuveen
North Carolina
$200M +$4.6M 5 0.07% Increased
25
Findlay Park Partners
Findlay Park Partners
United Kingdom
$190M -$11.6M 1 1.95% Reduced