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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
RIA
RPG Investment Advisory
California
$28.3M +$23.9K 3 4.05% Increased
377
Cambiar Investors
Cambiar Investors
Colorado
$28.3M -$37.2M 1 1.09% Reduced
378
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$28.1M -$94K 5 0.85% Reduced
379
IFM Investors
IFM Investors
Australia
$28M -$1.08M 3 0.27% Reduced
380
Raymond James Trust
Raymond James Trust
Florida
$28M +$1M 4 0.61% Increased
381
Sanctuary Advisors
Sanctuary Advisors
Indiana
$28M -$36M 5 0.18% Reduced
382
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$27.9M +$6.51M 3 0.38% Increased
383
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$27.8M +$146K 2 0.35% Increased
384
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.8M +$416K 5 0.14% Increased
385
Private Advisor Group
Private Advisor Group
New Jersey
$27.7M +$4.74K 3 0.17% Increased
386
SIC
Schwartz Investment Counsel
Michigan
$27.7M $0 1 0.99% Maintained
387
Advisors Asset Management
Advisors Asset Management
Colorado
$27.7M -$1.64M 4 0.51% Reduced
388
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$27.5M -$6.43M 5 0.27% Reduced
389
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$27.5M -$6.43M 5 0.27% Reduced
390
Ancora Advisors
Ancora Advisors
Ohio
$27.4M -$821K 5 0.62% Reduced
391
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$27.4M -$6.94M 3 0.39% Reduced
392
ATI
Act Two Investors
California
$27.3M -$813K 1 5.15% Reduced
393
VV
Verity & Verity
South Carolina
$27.3M -$3.01M 1 2.67% Reduced
394
Intact Investment Management
Intact Investment Management
Quebec, Canada
$27.2M +$2.33M 3 0.91% Increased
395
&Partners
&Partners
Tennessee
$26.9M +$15.2M 3 0.52% Increased
396
BFIM
Beese Fulmer Investment Management
Ohio
$26.8M -$86.7K 2 2.31% Reduced
397
NewEdge Advisors
NewEdge Advisors
Louisiana
$26.7M +$2.35M 7 0.17% Increased
398
AO
Advisor OS
Illinois
$26.3M -$831K 2 2.62% Reduced
399
Todd Asset Management
Todd Asset Management
Kentucky
$26.1M +$24.1M 1 0.61% Increased
400
ALPS Advisors
ALPS Advisors
Colorado
$26M -$3.66M 3 0.17% Reduced