← 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	DC Deere & Company Moline, Illinois	$15.5M	-$2.39M	4	0.83%	Reduced
427	Avalon Investment & Advisory Houston, Texas	$15.3M	+$672K	1	0.67%	Increased
428	PP Prospector Partners Guilford, Connecticut	$15.2M	+$2.3M	2	1.14%	Increased
429	LIC Lodestar Investment Counsel Chicago, Illinois	$15.1M	+$11.7M	1	2.34%	Increased
430	Synovus Financial Columbus, Georgia	$15.1M	-$149K	4	0.39%	Reduced
431	Salem Investment Counselors Winston Salem, North Carolina	$15.1M	-$64.1K	1	1.8%	Reduced
432	WesBanco Bank Wheeling, West Virginia	$15.1M	-$50.3K	1	0.83%	Reduced
433	Swiss Life Asset Management Zurich,	$15M	+$15.1M	2	0.6%	New
434	MFP Michael F. Price	$14.9M	-$9.43M	2	1.98%	Reduced
435	Federated Hermes Pittsburgh, Pennsylvania	$14.9M	-$9.53M	5	0.05%	Reduced
436	BOK Financial Tulsa, Oklahoma	$14.8M	+$2.2M	5	0.5%	Increased
437	AF Ally Financial Detroit, Michigan	$14.7M	$0	1	1.52%	Maintained
438	Oppenheimer & Co New York	$14.6M	-$1.91M	4	0.4%	Reduced
439	TCM Tufton Capital Management Hunt Valley, Maryland	$14.5M	-$232K	2	2.66%	Reduced
440	Colony Group Boston, Massachusetts	$14.5M	-$4.97M	3	1.6%	Reduced
441	Tocqueville Asset Management New York	$14.5M	-$4.02M	3	0.17%	Reduced
442	KCM Kanawha Capital Management Richmond, Virginia	$14.4M	-$108K	1	2.52%	Reduced
443	AMF Tjänstepension Stockholm, Sweden	$14.4M	+$249K	1	0.18%	Increased
444	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$14.4M	+$1.86M	2	1.69%	Increased
445	MI Markston International White Plains, New York	$14.3M	-$932K	3	0.96%	Reduced
446	CC Cadinha & Co Honolulu, Hawaii	$14.2M	-$364K	2	2.82%	Reduced
447	LSA L & S Advisors Los Angeles, California	$14M	+$1.84M	2	3.68%	Increased
448	UMA USA Mutuals Advisors Dallas, Texas	$13.9M	-$4M	2	6.5%	Reduced
449	LHC Lodge Hill Capital New York	$13.9M	-$7.51M	1	2.5%	Reduced
450	SAM Securian Asset Management St Paul, Minnesota	$13.9M	+$89.2K	5	0.4%	Increased