← 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
Donaldson Capital Management
Donaldson Capital Management
Indiana
$37M +$33.2M 2 2.04% Increased
302
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$36.9M -$29.4M 4 0.37% Reduced
303
Welch Group
Welch Group
Alabama
$36.7M +$1.47M 3 2.64% Increased
304
Country Trust Bank
Country Trust Bank
Illinois
$36.1M +$11.3M 3 1.15% Increased
305
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$36M -$13.8M 3 0.29% Reduced
306
PWLP
Prio Wealth Limited Partnership
Massachusetts
$35.5M -$36.8K 2 1.28% Reduced
307
Ancora Advisors
Ancora Advisors
Ohio
$35.2M +$237K 6 0.97% Increased
308
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$34.9M -$3.78M 3 2.76% Reduced
309
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$34.7M +$2.97M 7 0.43% Increased
310
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$34.6M -$4.65M 3 0.48% Reduced
311
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$34.5M -$6.87M 1 0.43% Reduced
312
Advisors Asset Management
Advisors Asset Management
Colorado
$34.3M +$312K 7 0.53% Increased
313
Madison Asset Management
Madison Asset Management
Wisconsin
$34M +$101K 2 0.47% Increased
314
VSI
Verde Servicos Internacionais
Brazil
$33.9M +$3.91M 1 5.46% Increased
315
Commerce Bank
Commerce Bank
Missouri
$33.7M -$4.42K 5 0.26% Reduced
316
Manning & Napier Group
Manning & Napier Group
New York
$33.7M +$387K 1 0.29% Increased
317
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$33.1M +$168K 3 1.12% Increased
318
SFM
Stack Financial Management
Montana
$33.1M -$500K 1 2.79% Reduced
319
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$32.9M +$5.53M 4 0.4% Increased
320
ProShare Advisors
ProShare Advisors
Maryland
$32.5M -$117M 7 0.1% Reduced
321
Seizert Capital Partners
Seizert Capital Partners
Michigan
$32.5M +$7.62M 1 1.7% Increased
322
Colony Group
Colony Group
Massachusetts
$32.4M +$1.62M 3 0.68% Increased
323
PineBridge Investments
PineBridge Investments
New York
$32M +$2.9M 4 0.41% Increased
324
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$31.9M -$1.48M 9 0.48% Reduced
325
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$31.9M +$2.28M 7 0.17% Increased