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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
301
Silvercrest Asset Management
Silvercrest Asset Management
New York
$28.8M +$7.22M 3 0.32% Increased
302
Seizert Capital Partners
Seizert Capital Partners
Michigan
$28.7M -$2.09M 2 1.02% Reduced
303
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$28.5M -$1.42M 6 0.23% Reduced
304
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$28.3M +$18.7M 4 0.08% Increased
305
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$28.1M +$1.08M 1 0.54% Increased
306
AHL Partners
AHL Partners
United Kingdom
$27.9M +$13.3M 6 0.85% Increased
307
Candriam SCA
Candriam SCA
Luxembourg
$27.6M +$3.54M 2 0.63% Increased
308
Scotia Capital
Scotia Capital
Ontario, Canada
$27.5M +$3.7M 2 0.44% Increased
309
Kennedy Capital Management
Kennedy Capital Management
Missouri
$27.5M -$16.8M 2 0.48% Reduced
310
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$27.4M -$52.8K 2 0.19% Reduced
311
Scout Investments
Scout Investments
Missouri
$27.2M -$93K 1 0.76% Reduced
312
TIAA CREF Trust
TIAA CREF Trust
Missouri
$27.1M -$243K 3 0.21% Reduced
313
HC
Henshaw Capital
Massachusetts
$27M $0 1 3.18% Maintained
314
SL
Summitry LLC
California
$26.7M +$284K 1 2.59% Increased
315
Capital Guardian Trust
Capital Guardian Trust
California
$26.5M +$13.1M 3 0.21% Increased
316
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$25.7M +$16.4M 7 0.01% Increased
317
Utah Retirement Systems
Utah Retirement Systems
Utah
$25.6M -$31.4K 4 0.64% Reduced
318
Meyer Handelman Company
Meyer Handelman Company
New York
$25.5M $0 2 1.13% Maintained
319
NPA
Nichols & Pratt Advisers
Massachusetts
$25.2M -$163K 1 2.37% Reduced
320
Nomura Asset Management
Nomura Asset Management
Japan
$25.1M -$1.76M 5 0.45% Reduced
321
ELI
Empire Life Investments
Ontario, Canada
$25.1M +$23.3M 1 2.04% New
322
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$24.9M -$349K 1 1.36% Reduced
323
Nicholas Company
Nicholas Company
Wisconsin
$24.7M +$31.6K 1 0.55% Increased
324
MUFG Americas
MUFG Americas
New York
$24.7M -$1.01M 3 0.82% Reduced
325
RIG
Roosevelt Investment Group
New York
$24.5M -$4.02M 2 2.17% Reduced