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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
426
Silvercrest Asset Management
Silvercrest Asset Management
New York
$15.6M +$173K 2 0.26% Increased
427
Barings
Barings
North Carolina
$15.6M +$3.37M 4 0.65% Increased
428
VAM
Visium Asset Management
New York
$15.4M +$8.19M 4 0.3% Increased
429
ST
Sabal Trust
Florida
$15.3M +$282K 1 2.18% Increased
430
Confluence Investment Management
Confluence Investment Management
Missouri
$15.2M +$991K 1 0.84% Increased
431
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$15M +$3.33M 4 0.09% Increased
432
TCM
Tufton Capital Management
Maryland
$15M -$109K 2 3.21% Reduced
433
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$15M $0 1 0.45% Maintained
434
NAM
North American Management
Massachusetts
$15M +$834K 1 2.63% Increased
435
KMC
Kirr Marbach & Co
Indiana
$14.9M +$44.1K 1 2.71% Increased
436
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$14.9M +$742K 2 1.94% Increased
437
Oppenheimer & Co
Oppenheimer & Co
New York
$14.8M +$528K 4 0.47% Increased
438
DCM
Dupont Capital Management
Delaware
$14.6M -$5.46M 2 0.25% Reduced
439
Synovus Financial
Synovus Financial
Georgia
$14.4M +$1.23M 4 0.42% Increased
440
F&C Asset Management
F&C Asset Management
United Kingdom
$14.4M -$523K 3 0.18% Reduced
441
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$14.3M +$433K 1 0.48% Increased
442
Glenview Trust
Glenview Trust
Kentucky
$14.3M +$13.6M 1 1.65% New
443
Welch Group
Welch Group
Alabama
$14.3M -$31.6K 2 3.24% Reduced
444
WesBanco Bank
WesBanco Bank
West Virginia
$14.3M -$1.01M 1 0.81% Reduced
445
DVM
Dreman Value Management
Florida
$14.3M +$125K 4 1.08% Increased
446
Colony Group
Colony Group
Massachusetts
$14.3M +$941K 3 1.99% Increased
447
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$14.2M +$10M 1 0.92% Increased
448
GLG Inc
GLG Inc
New York
$14.2M +$248K 3 0.37% Increased
449
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$14.2M -$2.41M 5 0.78% Reduced
450
CC
Carlson Capital
Texas
$14M -$11.7M 1 0.16% Reduced