← 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
376	HI Honeywell International Charlotte, North Carolina	$24.1M	+$25.2M	1	1.41%	New
377	CDH Charles D. Hyman	$24.1M	+$1.21M	3	2.78%	Increased
378	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$24.1M	+$745K	3	1.48%	Increased
379	GAI General American Investors New York	$23.9M	$0	1	2.27%	Maintained
380	EULAV Asset Management Sarasota, Florida	$23.7M	-$489K	2	1.14%	Reduced
381	MLL Moody Lynn & Lieberson Boston, Massachusetts	$23.7M	+$1.23M	3	2.86%	Increased
382	TAM Tyers Asset Management Austin, Texas	$23.6M	+$625K	6	0.83%	Increased
383	DCM Dupont Capital Management Wilmington, Delaware	$23.3M	+$2.04M	4	0.56%	Increased
384	Epoch Investment Partners New York	$23.3M	-$803K	1	0.08%	Reduced
385	PIA Piedmont Investment Advisors Durham, North Carolina	$23.2M	-$12.9M	3	0.62%	Reduced
386	HCM Hilton Capital Management Garden City, New York	$23.1M	-$270K	1	3.72%	Reduced
387	Emerald Advisers Leola, Pennsylvania	$23.1M	-$638K	1	0.92%	Reduced
388	RCYC Richard C. Young & Co Newport, Rhode Island	$22.9M	+$674K	2	4.55%	Increased
389	Markel Group Glen Allen, Virginia	$22.7M	+$2.03M	1	0.43%	Increased
390	LIA LS Investment Advisors Bloomfield Hills, Michigan	$22.7M	-$589K	7	1.35%	Reduced
391	Heritage Investors Management Corp Bethesda, Maryland	$22.7M	-$913K	2	1.41%	Reduced
392	BOK Financial Tulsa, Oklahoma	$22.4M	-$256K	4	0.64%	Reduced
393	ZDA Zweig-DiMenna Associates New York	$22.3M	+$23.3M	1	1.98%	New
394	Creative Planning Overland Park, Kansas	$22.3M	+$4.14M	5	0.09%	Increased
395	DP Dearborn Partners Chicago, Illinois	$22.3M	-$863K	1	1.72%	Reduced
396	Reinhart Partners Mequon, Wisconsin	$22.1M	+$11.4M	2	2.27%	Increased
397	MAM Mastrapasqua Asset Management Nashville, Tennessee	$21.7M	+$349K	3	4.44%	Increased
398	RegentAtlantic Capital Morristown, New Jersey	$21.7M	-$1.26M	2	1.81%	Reduced
399	Meyer Handelman Company Rye Brook, New York	$21.7M	-$256K	2	1.1%	Reduced
400	Brinker Capital Berwyn, Pennsylvania	$21.7M	+$1.26M	5	0.85%	Increased