← 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
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$26.8M +$485K 3 0.38% Increased
377
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$26.7M +$760K 1 2.19% Increased
378
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$26.6M +$477K 5 0.11% Increased
379
SM
Soapstone Management
Maryland
$26.6M -$1.91M 2 10.66% Reduced
380
MML Investors Services
MML Investors Services
Massachusetts
$26.1M +$1.72M 3 0.22% Increased
381
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$26M +$765K 2 2.1% Increased
382
Stephens Inc
Stephens Inc
Arkansas
$25.9M -$1.68M 4 0.39% Reduced
383
Kestra Advisory Services
Kestra Advisory Services
Texas
$25.9M +$358K 6 0.29% Increased
384
RIM
Ranger Investment Management
Texas
$25.7M -$558K 1 1.34% Reduced
385
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$25.4M -$26.7M 3 0.56% Reduced
386
IFM Investors
IFM Investors
Australia
$25.4M +$4.2M 3 0.52% Increased
387
CAM
Cacti Asset Management
Georgia
$25.4M +$88.3K 1 2.04% Increased
388
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$25.2M -$962K 3 0.63% Reduced
389
CIM
Chiron Investment Management
New York
$25.1M +$24.8M 2 3.03% New
390
AC
Albar Capital
United Kingdom
$24.9M +$911K 1 9.94% Increased
391
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$24.8M +$649K 2 0.94% Increased
392
Covington Capital Management
Covington Capital Management
California
$24.8M +$843K 3 0.97% Increased
393
Private Advisor Group
Private Advisor Group
New Jersey
$24.6M +$2.64M 5 0.22% Increased
394
DCM
Dupont Capital Management
Delaware
$24.4M +$4.53M 3 0.58% Increased
395
Nissay Asset Management
Nissay Asset Management
Japan
$24.3M +$1.16M 3 0.21% Increased
396
Marshall Wace
Marshall Wace
United Kingdom
$24.3M +$19M 4 0.11% Increased
397
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$24.2M +$1.53M 5 1.03% Increased
398
NCM
Narwhal Capital Management
Georgia
$24M -$152K 3 3.03% Reduced
399
HCMT
Highland Capital Management (Tennessee)
Tennessee
$24M -$676K 4 1.43% Reduced
400
MAP
Managed Asset Portfolios
Michigan
$24M +$2.82M 1 3.57% Increased