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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
326
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$37.6M +$24.8M 2 1.12% Increased
327
ING Group
ING Group
Netherlands
$37.6M +$29.6M 3 1.14% Increased
328
Manning & Napier Group
Manning & Napier Group
New York
$37.3M +$3.64M 1 0.4% Increased
329
GIA
Guyasuta Investment Advisors
Pennsylvania
$37.1M -$60.4K 3 3.6% Reduced
330
JHP
James Hambro & Partners
United Kingdom
$37M +$1.64M 1 6.27% Increased
331
Amalgamated Bank
Amalgamated Bank
New York
$36.8M +$1.63M 7 0.68% Increased
332
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.8M -$2.5M 4 0.5% Reduced
333
Advisor Group
Advisor Group
Arizona
$36.7M +$301K 9 0.25% Increased
334
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$36.1M -$4.24M 3 0.28% Reduced
335
MSA
Mason Street Advisors
Wisconsin
$36M -$7.52K 7 0.69% Reduced
336
Personal Capital Advisors
Personal Capital Advisors
California
$35.9M +$3.84M 3 0.3% Increased
337
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$35.7M +$12.9M 5 0.39% Increased
338
WCMNY
Westchester Capital Management (New York)
New York
$35.7M -$8.19M 1 1.26% Reduced
339
Sit Investment Associates
Sit Investment Associates
Minnesota
$35M -$4.54M 5 0.99% Reduced
340
SFM
Systematic Financial Management
New Jersey
$34.9M +$2.47M 4 1.36% Increased
341
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$34.9M -$1.14M 1 1.75% Reduced
342
RIM
Ranger Investment Management
Texas
$34.8M +$3.25M 1 2.29% Increased
343
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$34.7M +$5.1M 4 3.03% Increased
344
DnB Asset Management
DnB Asset Management
Norway
$34.6M +$2.83M 2 0.34% Increased
345
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$34M +$73.6K 4 1.64% Increased
346
MNBTD
Moody National Bank Trust Division
Texas
$33.9M -$8.39K 2 0.9% Reduced
347
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$33.7M +$308K 3 1.35% Increased
348
Markel Group
Markel Group
Virginia
$33.5M $0 1 0.47% Maintained
349
William Blair & Company
William Blair & Company
Illinois
$33.5M +$2.26M 3 0.17% Increased
350
Welch Group
Welch Group
Alabama
$32.8M +$244K 3 3.23% Increased