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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
Mutual of America Capital Management
Mutual of America Capital Management
New York
$17.6M +$301K 5 0.42% Increased
377
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$17.6M -$511K 2 0.95% Reduced
378
CI
Cooper Investors
Australia
$17.6M +$43.7K 1 2.39% Increased
379
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$17.6M +$15K 3 1.2% Increased
380
Norinchukin Bank
Norinchukin Bank
Japan
$17.5M +$2.73M 3 0.5% Increased
381
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$17.4M +$1M 1 1.4% Increased
382
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$17.4M +$16.3M 3 0.14% Increased
383
ANI
American National Insurance
Texas
$17.4M $0 2 1.06% Maintained
384
KMC
Kirr Marbach & Co
Indiana
$17.3M -$793 1 3.26% Reduced
385
Tocqueville Asset Management
Tocqueville Asset Management
New York
$17.2M +$25.5K 5 0.19% Increased
386
WAM
Winslow Asset Management
Ohio
$16.9M -$226K 1 3.01% Reduced
387
NG
NatWest Group
United Kingdom
$16.7M -$3.87M 2 0.14% Reduced
388
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$16.6M +$67.1K 3 0.67% Increased
389
Colony Group
Colony Group
Massachusetts
$16.5M +$219K 3 1.85% Increased
390
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$16.3M +$1.27M 2 1.66% Increased
391
DC
Deere & Company
Illinois
$16.2M +$1.19M 4 0.91% Increased
392
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$16.2M +$15.1M 3 1.66% Increased
393
Kennedy Capital Management
Kennedy Capital Management
Missouri
$16.2M +$821K 2 0.32% Increased
394
B
BP
United Kingdom
$16.1M +$3.32M 2 0.47% Increased
395
ABTD
Arvest Bank Trust Division
Oklahoma
$16.1M +$16.7M 1 1.49% New
396
CBOA
Commonwealth Bank of Australia
Australia
$15.9M +$108K 3 0.21% Increased
397
Pinnacle Associates
Pinnacle Associates
New York
$15.9M -$47.4K 2 0.32% Reduced
398
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$15.8M +$16.4M 4 0.32% New
399
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$15.8M +$636K 3 2.53% Increased
400
LPL Financial
LPL Financial
California
$15.7M -$405K 4 0.09% Reduced