← 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
Covington Capital Management
Covington Capital Management
California
$25.3M +$223K 3 0.96% Increased
377
TA
Teton Advisors
New York
$25.3M -$1.52M 1 3.66% Reduced
378
KBC Group
KBC Group
Belgium
$25.2M -$40.4M 2 0.09% Reduced
379
Nissay Asset Management
Nissay Asset Management
Japan
$25.1M +$590K 3 0.21% Increased
380
Cetera Advisors
Cetera Advisors
Colorado
$25M +$3.02M 4 0.49% Increased
381
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$25M +$280K 2 0.94% Increased
382
CAM
Cacti Asset Management
Georgia
$24.9M -$225K 1 2.06% Reduced
383
CAM
ClariVest Asset Management
California
$24.7M +$8.84M 2 0.8% Increased
384
ATI
Act Two Investors
California
$24.2M +$20.9M 1 5.75% Increased
385
NCM
Narwhal Capital Management
Georgia
$24.1M -$115K 3 3.04% Reduced
386
SAM
Stansberry Asset Management
Texas
$23.9M +$20.1M 2 4.81% Increased
387
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$23.6M +$23.9M 2 0.86% New
388
AC
Albar Capital
United Kingdom
$23.5M -$1.56M 1 8.21% Reduced
389
VCM
Vigilant Capital Management
Maine
$23.4M +$347K 3 1.87% Increased
390
GD
Grandfield & Dodd
New York
$23.3M +$931K 1 1.63% Increased
391
Bartlett & Co
Bartlett & Co
Ohio
$22.9M -$1.13M 5 0.44% Reduced
392
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$22.9M -$1.13M 5 0.44% Reduced
393
CIBC World Market
CIBC World Market
Ontario, Canada
$22.9M +$2.46M 4 0.08% Increased
394
Central Trust Company
Central Trust Company
Missouri
$22.9M -$674K 5 0.82% Reduced
395
MAP
Managed Asset Portfolios
Michigan
$22.6M +$4.25M 1 3.44% Increased
396
CIM
Chiron Investment Management
New York
$22.3M -$2.99M 2 3.53% Reduced
397
TIAA FSB
TIAA FSB
Florida
$22.3M -$207K 2 0.08% Reduced
398
Los Angeles Capital Management
Los Angeles Capital Management
California
$22.2M -$11.7M 5 0.1% Reduced
399
IFM Investors
IFM Investors
Australia
$22.2M -$3.56M 3 0.46% Reduced
400
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$22.1M +$1.02M 1 0.19% Increased