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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
$3.21B -$19M 9 0.08% Reduced
2
BlackRock
BlackRock
New York
$3B +$7.78M 8 0.09% Increased
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.53B +$330M 8 0.22% Increased
4
State Street
State Street
Massachusetts
$1.46B -$13M 9 0.08% Reduced
5
Capital World Investors
Capital World Investors
California
$1.17B -$10.8M 2 0.23% Reduced
6
MCMC
Matrix Capital Management Company
New Hampshire
$992M $0 1 11.9% Maintained
7
Primecap Management
Primecap Management
California
$850M -$16.8M 1 0.72% Reduced
8
Wellington Management Group
Wellington Management Group
Massachusetts
$715M +$17.8M 3 0.14% Increased
9
Geode Capital Management
Geode Capital Management
Massachusetts
$655M +$25M 8 0.08% Increased
10
Invesco
Invesco
Georgia
$561M -$72.9M 5 0.15% Reduced
11
Select Equity Group
Select Equity Group
New York
$551M -$53.6M 1 2.26% Reduced
12
Allspring Global Investments
Allspring Global Investments
North Carolina
$483M -$9.89M 3 0.86% Reduced
13
Morgan Stanley
Morgan Stanley
New York
$482M +$14.9M 12 0.05% Increased
14
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$438M +$7.39M 7 0.14% Increased
15
Bank of New York Mellon
Bank of New York Mellon
New York
$398M -$25.8M 8 0.09% Reduced
16
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$391M -$11.6M 1 6.49% Reduced
17
AllianceBernstein
AllianceBernstein
Tennessee
$321M -$12.3M 5 0.14% Reduced
18
Northern Trust
Northern Trust
Illinois
$304M -$1.07M 8 0.06% Reduced
19
Ameriprise
Ameriprise
Minnesota
$297M +$89.9M 6 0.1% Increased
20
Ninety One (UK)
Ninety One (UK)
United Kingdom
$263M -$7.53M 1 0.83% Reduced
21
Bank of America
Bank of America
North Carolina
$260M +$2.54M 8 0.03% Increased
22
Millennium Management
Millennium Management
New York
$248M +$88.3M 6 0.13% Increased
23
Third Point
Third Point
New York
$246M +$58M 1 3.73% Increased
24
Charles Schwab
Charles Schwab
California
$234M -$17.8M 5 0.07% Reduced
25
American Century Companies
American Century Companies
Missouri
$232M -$46.5M 7 0.18% Reduced