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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
376
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$50.4M -$2.68M 3 1.2% Reduced
377
NAM
NorthCrest Asset Manangement
Minnesota
$50.2M +$3.55M 4 1.29% Increased
378
Country Trust Bank
Country Trust Bank
Illinois
$50M +$10.1M 3 0.88% Increased
379
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$49.6M -$226K 1 2.03% Reduced
380
GAI
General American Investors
New York
$49.5M +$1.83M 2 2.93% Increased
381
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$48.9M +$24.7M 1 0.21% Increased
382
Curi RMB Capital
Curi RMB Capital
Illinois
$47.8M -$7.44M 4 0.74% Reduced
383
Guggenheim Capital
Guggenheim Capital
Illinois
$47.6M +$4.12M 7 0.3% Increased
384
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$47.3M +$385K 4 1.15% Increased
385
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
$47.3M +$404K 4 0.32% Increased
386
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$47M -$1.58M 5 0.26% Reduced
387
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$46.9M +$22M 3 1.04% Increased
388
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$46.5M +$27.1M 8 0.92% Increased
389
Engineers Gate Manager
Engineers Gate Manager
New York
$46.3M +$37.1M 9 0.6% Increased
390
SRIM
Saratoga Research & Investment Management
California
$46.2M -$2.87M 1 2.53% Reduced
391
CIC
Canal Insurance Company
South Carolina
$46.1M +$605K 4 10.09% Increased
392
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$45.6M -$724K 5 1.05% Reduced
393
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$45.2M +$5.81M 3 0.46% Increased
394
WhitTier Trust Company
WhitTier Trust Company
Nevada
$45.1M -$394K 5 0.84% Reduced
395
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$44.9M +$25.6M 3 0.27% Increased
396
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$44.9M -$14.7M 6 0.12% Reduced
397
Fiduciary Trust
Fiduciary Trust
Massachusetts
$44.7M -$907K 4 0.49% Reduced
398
Clearstead Advisors
Clearstead Advisors
Ohio
$44.6M -$507K 9 0.42% Reduced
399
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$44.5M +$8.4M 1 0.43% Increased
400
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$44.3M +$5.6M 4 0.43% Increased