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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
401
Eisler Capital Management
Eisler Capital Management
United Kingdom
$32.1M -$53.6M 3 0.19% Reduced
402
TimesSquare Capital Management
TimesSquare Capital Management
New York
$32.1M -$911K 1 0.46% Reduced
403
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$32M -$102K 1 0.41% Reduced
404
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$31.8M -$5.45M 3 0.33% Reduced
405
Panagora Asset Management
Panagora Asset Management
Massachusetts
$31.4M -$6.98M 5 0.14% Reduced
406
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$31.4M +$1.42M 8 0.55% Increased
407
CNAM
Campbell Newman Asset Management
Wisconsin
$31.4M -$1.05M 1 2.5% Reduced
408
WhitTier Trust Company
WhitTier Trust Company
Nevada
$31.3M +$579K 4 0.71% Increased
409
BFIM
Beese Fulmer Investment Management
Ohio
$31.2M +$354K 2 2.32% Increased
410
CWM
Connecticut Wealth Management
Connecticut
$31.2M +$49.8K 1 1.48% Increased
411
HB Wealth Management
HB Wealth Management
Georgia
$31.1M -$17.6M 4 0.25% Reduced
412
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$30.9M -$1.69M 2 0.39% Reduced
413
Prospera Financial Services
Prospera Financial Services
Texas
$30.7M +$6.89M 3 0.57% Increased
414
Americana Partners
Americana Partners
Texas
$30.5M +$803K 3 1.05% Increased
415
TNB
Thomasville National Bank
Georgia
$30.4M -$359K 1 2.07% Reduced
416
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$30.4M +$18.2M 7 0.07% Increased
417
Guggenheim Capital
Guggenheim Capital
Illinois
$30.4M +$5.02M 3 0.24% Increased
418
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$30.2M +$1.58M 2 0.88% Increased
419
FSA
Franklin Street Advisors
North Carolina
$30.1M +$599K 1 1.87% Increased
420
Busey Bank
Busey Bank
Illinois
$30.1M -$94.6K 3 0.92% Reduced
421
GIA
GHP Investment Advisors
Colorado
$30M +$172K 5 1.33% Increased
422
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$29.9M -$4.46M 4 0.4% Reduced
423
Nordea Investment Management
Nordea Investment Management
Sweden
$29.5M +$27.9M 1 0.03% New
424
Cannell & Spears
Cannell & Spears
New York
$29.5M +$5.02M 5 0.59% Increased
425
GGI
Godsey & Gibb Inc
Virginia
$29.3M -$225K 3 2.75% Reduced