← 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
Burney Company
Burney Company
Virginia
$35.3M -$2.65M 5 2.19% Reduced
277
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$35.3M +$1.29M 4 0.69% Increased
278
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$34.8M +$2.02M 3 0.29% Increased
279
SW
SVB Wealth
Massachusetts
$34.7M +$1.78M 4 0.57% Increased
280
EULAV Asset Management
EULAV Asset Management
Florida
$34.4M +$1.25M 3 1.01% Increased
281
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$34.1M -$317K 3 0.48% Reduced
282
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$34.1M -$48.1M 2 0.19% Reduced
283
PineBridge Investments
PineBridge Investments
New York
$33.9M -$1.69M 4 0.58% Reduced
284
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$33.8M -$3.07M 7 0.42% Reduced
285
Mutual of America Capital Management
Mutual of America Capital Management
New York
$33.8M -$2.07M 8 0.45% Reduced
286
TA
Teton Advisors
New York
$33.7M -$1.75M 1 5.79% Reduced
287
ELC
Edgar Lomax Company
Virginia
$33.5M +$1.43M 1 2.58% Increased
288
Hood River Capital Management
Hood River Capital Management
Florida
$33.3M -$3.22M 1 1.44% Reduced
289
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$33M +$5.84M 7 0.23% Increased
290
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$33M -$267K 3 0.82% Reduced
291
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$33M +$5.92M 4 1.42% Increased
292
Utah Retirement Systems
Utah Retirement Systems
Utah
$32.6M +$210K 4 0.54% Increased
293
Personal Capital Advisors
Personal Capital Advisors
California
$32.6M +$697K 3 0.25% Increased
294
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$32.3M $0 2 1.58% Maintained
295
GIA
Guyasuta Investment Advisors
Pennsylvania
$32.1M +$1.18M 3 2.98% Increased
296
Gofen & Glossberg
Gofen & Glossberg
Illinois
$31.5M +$6.21M 3 0.97% Increased
297
Bartlett & Co
Bartlett & Co
Ohio
$31.1M -$23.4M 5 0.73% Reduced
298
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$31.1M -$23.4M 5 0.73% Reduced
299
CIC
Canal Insurance Company
South Carolina
$31M $0 4 12.44% Maintained
300
GIP
Granite Investment Partners
California
$30.9M -$2.17M 2 1.37% Reduced