Reshoring
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 24, 2025 |
WestEnd Capital George Bolton
|
View | Defense, Industrials, Reshoring | BA, GE, HWM, ROK | Aerospace and Defense, capital investment, fiscal stimulus, Industrial Automation, reshoring |