← 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
426
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$15.3M +$122K 1 0.48% Increased
427
TVM
Tiger Veda Management
New York
$15.3M -$667K 1 5.02% Reduced
428
BP
Banyan Partners
Florida
$15.2M -$708K 2 1.29% Reduced
429
PineBridge Investments
PineBridge Investments
New York
$15.2M -$3.88M 5 0.6% Reduced
430
DP
Dearborn Partners
Illinois
$15.1M +$714K 1 1.48% Increased
431
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$15.1M +$504K 3 0.44% Increased
432
Colony Group
Colony Group
Massachusetts
$15.1M +$43.6K 3 2.01% Increased
433
Barings
Barings
North Carolina
$14.9M -$1.55M 4 0.45% Reduced
434
ECM
Estabrook Capital Management
New York
$14.4M -$1.21M 3 1.48% Reduced
435
Synovus Financial
Synovus Financial
Georgia
$14.4M +$291K 5 0.41% Increased
436
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$14.3M +$1.39M 4 0.31% Increased
437
Bessemer Group
Bessemer Group
New Jersey
$14.3M -$253K 5 0.09% Reduced
438
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$14.3M +$161K 5 0.6% Increased
439
HJMC
Hellman Jordan Management Company
Massachusetts
$14.2M +$1.1M 1 2.84% Increased
440
CAM
Capstone Asset Management
Texas
$14.2M -$561K 5 0.45% Reduced
441
FM
Foster & Motley
Ohio
$14.2M +$122K 2 3.27% Increased
442
WesBanco Bank
WesBanco Bank
West Virginia
$14.2M -$234K 1 0.79% Reduced
443
Welch Group
Welch Group
Alabama
$14.1M -$3.9K 2 2.93% Reduced
444
TCM
Tufton Capital Management
Maryland
$14.1M -$597K 2 2.86% Reduced
445
AAM
Archipel Asset Management
Sweden
$14M +$14M 2 3.49% New
446
Veritable
Veritable
Delaware
$13.9M +$19.9K 3 0.29% Increased
447
B
BP
United Kingdom
$13.9M -$9.62M 1 0.44% Reduced
448
SM
Stratton Management
Pennsylvania
$13.8M -$16.2K 2 0.57% Reduced
449
FBA
Front Barnett Associates
Illinois
$13.7M -$47.9K 1 2.55% Reduced
450
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$13.4M +$357K 2 1.63% Increased