← 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
Manning & Napier Group
Manning & Napier Group
New York
$27.4M +$642K 1 0.29% Increased
327
Commerce Bank
Commerce Bank
Missouri
$27.3M -$6.1M 4 0.27% Reduced
328
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$27.3M -$916K 7 0.22% Reduced
329
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$27.3M +$11.7M 3 0.63% Increased
330
BIAS
Beacon Investment Advisory Services
New Jersey
$27.2M +$15.4M 2 1.55% Increased
331
William Blair & Company
William Blair & Company
Illinois
$27.1M +$19.2M 4 0.13% Increased
332
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$27.1M +$20.9M 4 1.22% Increased
333
Gofen & Glossberg
Gofen & Glossberg
Illinois
$27M -$9.19M 3 0.91% Reduced
334
SFM
Systematic Financial Management
New Jersey
$26.9M -$1.61M 4 1.4% Reduced
335
PWLP
Prio Wealth Limited Partnership
Massachusetts
$26.6M -$4.47M 2 1.23% Reduced
336
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$26.5M -$2.69M 7 0.31% Reduced
337
Ancora Advisors
Ancora Advisors
Ohio
$26.3M +$1.55M 4 1.1% Increased
338
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$26.3M +$22.7M 4 0.67% Increased
339
VCM
Vigilant Capital Management
Maine
$26M +$12.7M 2 3.16% Increased
340
PVH
Psagot Value Holdings
Israel
$26M +$28.6M 2 0.72% New
341
RHBC
R.H. Bluestein & Co
Michigan
$25.7M +$1.37M 4 1.44% Increased
342
Tocqueville Asset Management
Tocqueville Asset Management
New York
$25.4M +$1.99M 1 0.53% Increased
343
TIAA FSB
TIAA FSB
Florida
$25.4M -$6.17M 2 0.12% Reduced
344
OCM
Osterweis Capital Management
California
$25.3M -$86.5K 2 1.83% Reduced
345
Brinker Capital
Brinker Capital
Pennsylvania
$25.2M +$2.84M 6 0.8% Increased
346
Reinhart Partners
Reinhart Partners
Wisconsin
$24.8M +$4.68M 1 1.88% Increased
347
Welch Group
Welch Group
Alabama
$24.6M +$935K 2 2.3% Increased
348
MAM
Mastrapasqua Asset Management
Tennessee
$24.6M +$6.49M 3 3.78% Increased
349
Mariner
Mariner
Kansas
$24.3M +$4.1M 3 0.24% Increased
350
HighTower Advisors
HighTower Advisors
Illinois
$24.2M -$1.16M 6 0.13% Reduced