← 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
LG
LaFleur & Godfrey
Michigan
$19.6M +$2.73M 2 2.92% Increased
402
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.5M -$228K 4 0.18% Reduced
403
NewEdge Advisors
NewEdge Advisors
Louisiana
$19.5M +$2.81M 8 0.18% Increased
404
BFIM
Beese Fulmer Investment Management
Ohio
$19.4M +$5.51M 2 2.01% Increased
405
Bartlett & Co
Bartlett & Co
Ohio
$19.4M -$492K 5 0.32% Reduced
406
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$19.4M -$492K 5 0.32% Reduced
407
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$19.4M -$1.87M 4 0.66% Reduced
408
Douglas Lane & Associates
Douglas Lane & Associates
New York
$19.3M +$17.7M 1 0.3% Increased
409
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$19.2M +$3.11M 4 0.76% Increased
410
Meyer Handelman Company
Meyer Handelman Company
New York
$19.1M -$815K 1 0.74% Reduced
411
AE Wealth Management
AE Wealth Management
Kansas
$19.1M -$6.49M 4 0.1% Reduced
412
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$19M -$5.43K 3 0.06% Reduced
413
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$18.9M +$3.82M 5 0.25% Increased
414
Grimes & Company
Grimes & Company
Massachusetts
$18.9M +$618K 3 0.62% Increased
415
Railway Pension Investments
Railway Pension Investments
United Kingdom
$18.9M $0 1 0.19% Maintained
416
Markel Group
Markel Group
Virginia
$18.8M $0 1 0.2% Maintained
417
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$18.8M +$163K 5 0.39% Increased
418
SFM
Systematic Financial Management
New Jersey
$18.7M -$1.04M 3 0.55% Reduced
419
CWM
Connecticut Wealth Management
Connecticut
$18.6M -$30K 1 1.07% Reduced
420
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$18.6M +$16.8M 4 0.33% New
421
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$18.6M -$1.22M 4 0.29% Reduced
422
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$18.6M +$1.39M 1 0.49% Increased
423
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$18.5M +$126K 5 0.38% Increased
424
MKC
M. Kraus & Co
Vermont
$18.5M -$152K 2 6.03% Reduced
425
JWM
JGP Wealth Management
Oregon
$18.3M +$461K 3 2.72% Increased