← 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
326	Natixis Advisors Boston, Massachusetts	$24.2M	+$484K	3	0.45%	Increased
327	Dana Investment Advisors Waukesha, Wisconsin	$24.1M	+$2.64M	2	0.98%	Increased
328	abrdn Investment Management Edinburgh, United Kingdom	$24.1M	-$1.43M	4	0.1%	Reduced
329	Todd Asset Management Louisville, Kentucky	$24.1M	-$48.1K	1	0.67%	Reduced
330	Fred Alger Management New York	$24M	+$22.6M	2	0.12%	Increased
331	EULAV Asset Management Sarasota, Florida	$23.7M	-$3.38M	3	1.28%	Reduced
332	Gotham Asset Management New York	$23.6M	-$34.6M	5	0.19%	Reduced
333	Vaughan David Investments Peoria, Illinois	$23.3M	+$582K	1	1.35%	Increased
334	FMW Farr Miller & Washington Washington, District of Columbia	$23.3M	+$923K	1	2.72%	Increased
335	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$23.3M	-$478K	3	2.63%	Reduced
336	DILH Dai-ichi Life Holdings Tokyo, Japan	$23M	-$827K	3	0.66%	Reduced
337	SCA Southpoint Capital Advisors New York	$23M	+$21.7M	1	1.15%	New
338	MCC Mid Continent Capital Chicago, Illinois	$22.8M	+$21.6K	1	1.3%	Increased
339	QS Investors New York	$22.7M	-$546K	4	0.26%	Reduced
340	NAM North American Management Boston, Massachusetts	$22.7M	+$442K	1	3.55%	Increased
341	GE General Electric Evendale, Ohio	$22.7M	-$1.39M	1	0.05%	Reduced
342	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$22.5M	-$21.7K	3	1.5%	Reduced
343	Federated Hermes Pittsburgh, Pennsylvania	$22.5M	-$18.7M	6	0.07%	Reduced
344	VCM Vision Capital Management Portland, Oregon	$22.5M	+$1.09M	1	2.59%	Increased
345	TA Teton Advisors Rye, New York	$22.5M	$0	2	1.47%	Maintained
346	Confluence Investment Management St. Louis, Missouri	$22.3M	+$2.15M	1	0.91%	Increased
347	CC Chubb Corp Warren, New Jersey	$22.1M	$0	1	1.15%	Maintained
348	MFP Michael F. Price	$21.8M	+$570K	2	2.66%	Increased
349	Two Sigma Advisers New York	$21.5M	-$18.6M	3	0.17%	Reduced
350	Wilmington Savings Fund Society Wilmington, Delaware	$21.5M	+$68.3K	2	1.21%	Increased