← All themes Defense Modernization

Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
276	MLM Mount Lucas Management Newtown, Pennsylvania	$28.2M	+$26.7M	2	6.42%	New
277	SFM Stack Financial Management Whitefish, Montana	$28M	+$28.3M	1	4.01%	New
278	GAI General American Investors New York	$27.9M	+$28.2M	1	2.54%	New
279	RGI River Global Investors London, United Kingdom	$27.9M	+$28.2M	1	4.51%	New
280	DekaBank Deutsche Girozentrale Frankfurt, Germany	$27.8M	+$28M	3	0.55%	New
281	WAM Winslow Asset Management Beachwood, Ohio	$27.7M	+$24.5M	2	5.5%	New
282	Ferguson Wellman Capital Management Portland, Oregon	$27.2M	+$27.5M	1	2.1%	New
283	EULAV Asset Management Sarasota, Florida	$27.1M	+$27.4M	4	1.65%	New
284	Paradigm Capital Management Inc Albany, New York	$27M	+$25M	2	1.26%	New
285	Hermes Investment Management London Uk, United Kingdom	$27M	+$27.2M	2	1.05%	New
286	HCM Huber Capital Management El Segundo, California	$26.8M	+$25.2M	1	1.07%	New
287	Foresters Investment Management New York	$26.7M	+$27M	1	0.8%	New
288	GH GAM Holding Zurich, Switzerland	$26.5M	+$25.9M	4	0.58%	New
289	TU TDAM USA Toronto, Ontario, Canada	$26.2M	+$26M	1	1.2%	New
290	Allstate Corporation Northbrook, Illinois	$26.2M	+$25.4M	3	1.2%	New
291	Sentry Investments Toronto, Ontario, Canada	$26.1M	+$26.4M	1	0.56%	New
292	Andra AP-fonden Goteborg, Sweden	$25.7M	+$25.2M	3	0.67%	New
293	Royal London Asset Management United Kingdom	$25.6M	+$25.4M	3	0.75%	New
294	Mitsubishi UFJ Asset Management Tokyo, Japan	$25.4M	+$25.3M	3	0.72%	New
295	Employees Retirement System of Texas Austin, Texas	$25.4M	+$25.4M	4	0.3%	New
296	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$25.2M	+$26M	1	0.49%	New
297	TVM Tiger Veda Management New York	$25M	+$21.5M	1	7.98%	New
298	Bridgewater Associates Westport, Connecticut	$25M	+$24.8M	3	0.22%	New
299	Aperio Group Sausalito, California	$24.8M	+$24.7M	5	0.59%	New
300	Conning Inc Hartford, Connecticut	$24.7M	+$24.1M	2	2.04%	New