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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
PWLP
Prio Wealth Limited Partnership
Massachusetts
$43.2M -$508K 2 1.73% Reduced
277
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$42.9M -$4.51M 3 1.88% Reduced
278
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$42.9M +$14.3M 2 0.56% Increased
279
Burney Company
Burney Company
Virginia
$42.8M -$341K 4 2.25% Reduced
280
TPSF
Texas Permanent School Fund
Texas
$42.8M +$483K 7 0.68% Increased
281
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$42.5M +$5.47M 3 1.88% Increased
282
Eastern Bank
Eastern Bank
Massachusetts
$42.4M -$10.4M 2 2.26% Reduced
283
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$42.3M +$1.33M 7 1.83% Increased
284
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$41.1M -$42.3K 1 0.95% Reduced
285
Two Sigma Advisers
Two Sigma Advisers
New York
$40.7M -$8.19M 3 0.12% Reduced
286
Ancora Advisors
Ancora Advisors
Ohio
$40.7M -$569K 5 1.15% Reduced
287
Mercer Global Advisors
Mercer Global Advisors
Colorado
$40.6M +$1.62M 4 0.25% Increased
288
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$40.6M -$6.65M 3 0.39% Reduced
289
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$40.2M +$570K 5 0.16% Increased
290
MML Investors Services
MML Investors Services
Massachusetts
$39.8M +$1.99M 4 0.3% Increased
291
Yousif Capital Management
Yousif Capital Management
Michigan
$39.6M -$1.31M 7 0.52% Reduced
292
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$39.6M -$479K 3 2.31% Reduced
293
Lazard Asset Management
Lazard Asset Management
New York
$39.5M -$3.79M 6 0.05% Reduced
294
Rafferty Asset Management
Rafferty Asset Management
New York
$38.5M -$16.9M 5 0.35% Reduced
295
Advisors Capital Management
Advisors Capital Management
New Jersey
$37.9M +$1.76M 4 1.16% Increased
296
Oppenheimer & Co
Oppenheimer & Co
New York
$37.8M +$1.19M 6 0.81% Increased
297
ProShare Advisors
ProShare Advisors
Maryland
$37.6M -$16.4M 7 0.12% Reduced
298
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$37.6M +$5.5M 3 0.7% Increased
299
HC
Henshaw Capital
Massachusetts
$37.5M -$29.6K 3 2.6% Reduced
300
MAI Capital Management
MAI Capital Management
Ohio
$37M +$987K 4 0.71% Increased