← 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
401	PP Patten & Patten Chattanooga, Tennessee	$17.3M	-$14.4K	2	2.49%	Reduced
402	ST Sabal Trust St. Petersburg, Florida	$17.1M	+$68.9K	1	2.25%	Increased
403	VCM Vision Capital Management Portland, Oregon	$17M	-$6.01M	1	2.54%	Reduced
404	BAPIM British Airways Pensions Investment Management London, United Kingdom	$17M	+$17.2M	1	0.52%	New
405	Silvercrest Asset Management New York	$16.8M	+$113K	2	0.24%	Increased
406	WAM World Asset Management Detroit, Michigan	$16.8M	-$471K	4	0.58%	Reduced
407	Rothschild & Co Asset Management US Stamford, Connecticut	$16.8M	+$2.71M	1	0.32%	Increased
408	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$16.7M	-$10.4M	4	0.3%	Reduced
409	Baird Milwaukee, Wisconsin	$16.7M	-$4.1M	4	0.17%	Reduced
410	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$16.5M	-$377K	3	0.22%	Reduced
411	Welch Group Birmingham, Alabama	$16.4M	+$483K	2	3.02%	Increased
412	CIBC Asset Management Toronto, Ontario, Canada	$16.4M	-$496K	3	0.12%	Reduced
413	VAM Visium Asset Management New York	$16.4M	+$12.1M	3	0.24%	Increased
414	Adams Diversified Equity Fund Baltimore, Maryland	$16.3M	$0	1	1.08%	Maintained
415	SCM SKBA Capital Management San Francisco, California	$16.3M	+$4.48M	1	1.27%	Increased
416	SCM Suffolk Capital Management New York	$16.3M	-$363K	2	1.91%	Reduced
417	Daiwa Securities Group Tokyo, Japan	$16.3M	-$503K	3	0.11%	Reduced
418	DP Dearborn Partners Chicago, Illinois	$16.2M	+$635K	1	1.41%	Increased
419	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$16.1M	-$204K	2	2.96%	Reduced
420	Arrowstreet Capital Boston, Massachusetts	$16.1M	+$6.12M	3	0.1%	Increased
421	NG NatWest Group Edinburgh, Scotland, United Kingdom	$16M	-$2.03M	2	0.21%	Reduced
422	New Mexico Educational Retirement Board Santa Fe, New Mexico	$16M	-$1.15M	3	0.7%	Reduced
423	CTA Chesley Taft & Associates Chicago, Illinois	$15.9M	-$234K	1	1.63%	Reduced
424	Janney Montgomery Scott Philadelphia, Pennsylvania	$15.8M	+$283K	3	0.29%	Increased
425	Jupiter Investment Management London, United Kingdom	$15.6M	+$14.5M	3	0.5%	Increased