← 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
301
FCI
Financial Counselors Inc
Kansas
$30.8M +$2.74M 3 0.9% Increased
302
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$30.8M +$391K 5 3.23% Increased
303
M&G Investment Management
M&G Investment Management
United Kingdom
$30.4M -$552K 2 0.3% Reduced
304
CNAM
Campbell Newman Asset Management
Wisconsin
$30.3M +$294K 2 3.89% Increased
305
ARK Investment Management
ARK Investment Management
Florida
$30.2M +$14.7M 3 0.18% Increased
306
ACM
Alta Capital Management
Utah
$30.1M +$324K 1 0.96% Increased
307
Meitav Investment House
Meitav Investment House
Israel
$29.9M +$941K 3 1.48% Increased
308
Tocqueville Asset Management
Tocqueville Asset Management
New York
$29.6M +$6.08M 2 0.57% Increased
309
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$29.5M -$11.6M 2 0.84% Reduced
310
Hancock Whitney
Hancock Whitney
Mississippi
$29.5M -$1.63M 4 1.09% Reduced
311
Eastern Bank
Eastern Bank
Massachusetts
$29.3M +$241K 2 1.79% Increased
312
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$29.1M +$21.3M 4 0.87% Increased
313
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$28.9M +$2.29M 3 0.5% Increased
314
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$28.7M -$421K 3 1.29% Reduced
315
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$28.5M -$832K 9 0.48% Reduced
316
Ancora Advisors
Ancora Advisors
Ohio
$28M +$2.06M 4 1.11% Increased
317
MSA
Mason Street Advisors
Wisconsin
$27.9M -$35.4K 7 0.54% Reduced
318
HighTower Advisors
HighTower Advisors
Illinois
$27.6M +$2.86M 6 0.13% Increased
319
Colony Group
Colony Group
Massachusetts
$27.5M +$3.43M 3 0.72% Increased
320
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$27.3M $0 7 0.22% Maintained
321
Madison Asset Management
Madison Asset Management
Wisconsin
$27.1M -$2.02M 2 0.45% Reduced
322
Reinhart Partners
Reinhart Partners
Wisconsin
$27M +$2.09M 1 2.03% Increased
323
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$26.6M -$1.04M 3 0.59% Reduced
324
Commerce Bank
Commerce Bank
Missouri
$26.4M +$237K 4 0.24% Increased
325
PWLP
Prio Wealth Limited Partnership
Massachusetts
$26.3M +$1.54M 2 1.09% Increased