← 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
351	Oppenheimer & Co New York	$22.7M	+$16.4K	4	0.62%	Increased
352	SCM Sandler Capital Management New York	$22.6M	-$425K	3	2.46%	Reduced
353	Heritage Investors Management Corp Bethesda, Maryland	$22.4M	-$537K	2	1.51%	Reduced
354	Ingalls & Snyder LLC New York	$22.4M	-$5.78M	1	1.22%	Reduced
355	WBC Westpac Banking Corp Sydney, Australia	$22.3M	-$103M	4	0.49%	Reduced
356	Carnegie Investment Counsel Pepper Pike, Ohio	$22.3M	-$1.17M	2	2.71%	Reduced
357	SI Sprott Inc Toronto, Ontario, Canada	$22.3M	-$1.4M	1	0.83%	Reduced
358	DnB Asset Management Oslo, Norway	$22.2M	-$293K	2	0.32%	Reduced
359	Zurich Insurance Group Zurich, Switzerland	$21.9M	+$1.24M	3	0.62%	Increased
360	CF Cypress Funds Los Angeles, California	$21.8M	$0	1	4.29%	Maintained
361	Madison Investment Holdings Madison, Wisconsin	$21.7M	-$8.82M	1	0.4%	Reduced
362	LIC Lodestar Investment Counsel Chicago, Illinois	$21.6M	-$38.9K	1	2.75%	Reduced
363	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$21.5M	+$335K	3	1.5%	Increased
364	Jefferies Group New York	$21.5M	+$4.45M	6	0.14%	Increased
365	SAM Scopus Asset Management New York	$21.5M	+$21.1M	2	0.23%	New
366	RIG Roosevelt Investment Group New York	$21.3M	-$2.04M	2	1.96%	Reduced
367	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$21.2M	+$3.25M	2	0.25%	Increased
368	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$21.2M	-$4.21M	2	0.73%	Reduced
369	PineBridge Investments New York	$21.1M	-$1.4M	4	0.55%	Reduced
370	Highbridge Capital Management New York	$20.9M	+$16.4M	3	0.31%	Increased
371	EULAV Asset Management Sarasota, Florida	$20.9M	+$923K	2	1.02%	Increased
372	GHCM Glen Harbor Capital Management San Diego, California	$20.7M	-$1.77M	5	0.51%	Reduced
373	ACM Alta Capital Management Salt Lake City, Utah	$20.7M	-$5.76M	1	1.4%	Reduced
374	SST S Squared Technology New York	$20.5M	-$2.53M	1	17.54%	Reduced
375	Advisor Group Phoenix, Arizona	$20.5M	+$1.71M	9	0.36%	Increased