← 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
ZCM
Ziegler Capital Management
Illinois
$30.7M -$678K 2 1.17% Reduced
327
Connectus Wealth
Connectus Wealth
Ohio
$30.6M -$852K 4 0.7% Reduced
328
AWCI
Alpine Woods Capital Investors
New York
$30.5M -$4.89M 3 4.77% Reduced
329
Hantz Financial Services
Hantz Financial Services
Michigan
$30.3M -$20.3K 3 0.76% Reduced
330
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$30.3M -$170K 3 1.21% Reduced
331
Xponance
Xponance
Pennsylvania
$30.1M -$634K 6 0.4% Reduced
332
NCM
Narwhal Capital Management
Georgia
$29.8M +$107K 3 3.5% Increased
333
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$29.7M +$796K 9 0.18% Increased
334
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$29.3M -$2.15M 1 2.9% Reduced
335
CAM
Cacti Asset Management
Georgia
$29.3M $0 1 2.58% Maintained
336
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$29.2M +$966K 2 0.69% Increased
337
Czech National Bank
Czech National Bank
Czech Republic
$29M +$14.4K 3 0.66% Increased
338
Fiduciary Trust
Fiduciary Trust
Massachusetts
$29M -$340K 4 0.51% Reduced
339
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$28.8M -$28.6M 2 0.13% Reduced
340
CIBC World Markets
CIBC World Markets
New York
$28.7M +$16.2M 3 0.23% Increased
341
GD
Grandfield & Dodd
New York
$28.7M -$308K 1 2% Reduced
342
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$28.6M +$10.3M 4 0.1% Increased
343
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$28.6M -$677K 3 1.15% Reduced
344
PFS Investments
PFS Investments
Georgia
$28.1M +$1.84M 4 0.46% Increased
345
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$28M +$262K 6 0.24% Increased
346
Emerald Advisers
Emerald Advisers
Pennsylvania
$27.5M +$138K 2 1.2% Increased
347
Nissay Asset Management
Nissay Asset Management
Japan
$27.5M -$913K 3 0.24% Reduced
348
FSA
Franklin Street Advisors
North Carolina
$27.3M +$111K 2 2.32% Increased
349
BIAS
Beacon Investment Advisory Services
New Jersey
$27.3M -$786K 2 1.26% Reduced
350
Becker Capital Management
Becker Capital Management
Oregon
$27.1M +$707K 1 1.03% Increased