← 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
AP
Atwood & Palmer
Missouri
$25.2M +$446K 4 2.46% Increased
377
Seizert Capital Partners
Seizert Capital Partners
Michigan
$25M -$16.4M 1 1.33% Reduced
378
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$25M -$239M 2 0.04% Reduced
379
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$24.9M $0 1 1.18% Maintained
380
RA
Rovida Advisors
Florida
$24.9M $0 1 6.4% Maintained
381
KAS
Kemnay Advisory Services
New York
$24.5M $0 1 5.95% Maintained
382
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$24.3M -$178K 1 1.58% Reduced
383
MAM
Melqart Asset Management
United Kingdom
$24.3M -$3.18M 1 1.88% Reduced
384
Bartlett & Co
Bartlett & Co
Ohio
$24.2M -$973K 5 0.49% Reduced
385
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$24.2M -$973K 5 0.49% Reduced
386
First National Trust
First National Trust
Pennsylvania
$24.1M -$6.14M 2 1.35% Reduced
387
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$23.9M -$664K 1 1.45% Reduced
388
Emerald Advisers
Emerald Advisers
Pennsylvania
$23.8M -$697K 2 1.22% Reduced
389
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$23.7M +$31.8K 8 0.43% Increased
390
CIBC World Market
CIBC World Market
Ontario, Canada
$23.5M -$1.17M 3 0.08% Reduced
391
Central Trust Company
Central Trust Company
Missouri
$23.4M -$658K 5 0.77% Reduced
392
KL
KGH Ltd
Bahamas
$23.2M +$1.59M 1 1.84% Increased
393
Scotia Capital
Scotia Capital
Ontario, Canada
$23.2M -$685K 3 0.17% Reduced
394
PR
Payden & Rygel
California
$23.1M +$23.1M 1 1.39% New
395
Swiss Life Asset Management
Swiss Life Asset Management
$23.1M -$971K 1 0.37% Reduced
396
ACM
Alta Capital Management
Utah
$23.1M -$1.49M 1 1.69% Reduced
397
IFM Investors
IFM Investors
Australia
$22.9M +$1.02M 3 0.4% Increased
398
Meag Munich Ergo
Meag Munich Ergo
Germany
$22.8M -$3.46M 1 1.36% Reduced
399
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$22.8M +$223K 5 0.36% Increased
400
Armistice Capital
Armistice Capital
New York
$22.7M +$22.6M 1 0.4% New