← 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	GAMCO Investors Greenwich, Connecticut	$53.4M	-$1.43M	8	0.53%	Reduced
377	Oregon Public Employees Retirement Fund Tigard, Oregon	$53M	+$417K	8	0.7%	Increased
378	AIA Group Hong Kong	$52.3M	+$27.2M	3	0.76%	Increased
379	GAI General American Investors New York	$51.6M	-$2.74M	2	3.4%	Reduced
380	AE Wealth Management Topeka, Kansas	$51.4M	+$3.99M	4	0.28%	Increased
381	United Capital Financial Advisors Irving, Texas	$51.3M	-$3.78M	7	0.32%	Reduced
382	Wealthfront Advisers Palo Alto, California	$51.2M	+$5.08M	4	0.11%	Increased
383	Banco Santander Madrid, Spain	$51.2M	+$47.4M	2	0.41%	Increased
384	Stephens Inc Little Rock, Arkansas	$51.1M	-$4.3M	4	0.64%	Reduced
385	Capital Analysts LLC Fort Washington, Pennsylvania	$50.8M	-$2.85M	4	1.34%	Reduced
386	Obermeyer Wealth Partners Aspen, Colorado	$50.7M	-$86.5K	1	2.33%	Reduced
387	Daymark Wealth Partners Cincinnati, Ohio	$50.7M	+$44K	4	1.59%	Increased
388	Pacer Advisors Malvern, Pennsylvania	$50.5M	-$7.34M	7	0.14%	Reduced
389	BAMCO Inc New York	$50.4M	-$47.4M	1	0.15%	Reduced
390	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$50.3M	-$20M	3	1.57%	Reduced
391	Arbejdsmarkedets Tillaegspension Hilleroed,	$50.2M	-$29M	2	1.25%	Reduced
392	SRIM Saratoga Research & Investment Management Saratoga, California	$50M	-$10.7M	1	2.84%	Reduced
393	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$49.9M	+$228K	4	0.38%	Increased
394	NewEdge Advisors New Orleans, Louisiana	$49.8M	-$30.4M	8	0.18%	Reduced
395	Americana Partners Houston, Texas	$49.1M	+$9.53M	3	1.27%	Increased
396	DIA Davidson Investment Advisors Great Falls, Montana	$49M	-$3.1M	1	2.11%	Reduced
397	Fiduciary Trust Boston, Massachusetts	$48.9M	-$1.4M	4	0.58%	Reduced
398	SFM Stack Financial Management Whitefish, Montana	$48.8M	-$158K	1	3.58%	Reduced
399	Allworth Financial Folsom, California	$48.5M	+$43.7M	9	0.2%	Increased
400	AIM Avity Investment Management Greenwich, Connecticut	$48.1M	-$3.16M	1	3.5%	Reduced