← 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	Salem Investment Counselors Winston Salem, North Carolina	$18.8M	-$227K	3	1.73%	Reduced
427	Quantbot Technologies New York	$18.7M	+$10.6M	4	1.87%	Increased
428	South Dakota Investment Council Sioux Falls, South Dakota	$18.1M	+$2.81M	3	0.38%	Increased
429	BAPIM British Airways Pensions Investment Management London, United Kingdom	$18.1M	+$11.5M	1	0.67%	Increased
430	TU TDAM USA Toronto, Ontario, Canada	$18.1M	-$111K	1	1.27%	Reduced
431	Old National Bancorp Evansville, Indiana	$17.9M	-$49.9K	3	0.91%	Reduced
432	NN Investment Partners Holdings The Hague, Netherlands	$17.8M	+$8.63M	2	0.14%	Increased
433	GH GAM Holding Zurich, Switzerland	$17.8M	-$260K	4	0.69%	Reduced
434	Engineers Gate Manager New York	$17.6M	+$7.98M	5	0.97%	Increased
435	Nordea Investment Management Stockholm, Sweden	$17.6M	-$11.7M	2	0.04%	Reduced
436	CC Carlson Capital Dallas, Texas	$17.6M	+$17.9M	1	0.27%	New
437	Oppenheimer Asset Management New York	$17.5M	+$94.4K	6	0.39%	Increased
438	MKC M. Kraus & Co Shelburne, Vermont	$17.5M	-$59.6K	2	9.73%	Reduced
439	Wilmington Savings Fund Society Wilmington, Delaware	$17.4M	-$436K	2	0.94%	Reduced
440	CTA Chesley Taft & Associates Chicago, Illinois	$17.3M	+$198K	2	1.35%	Increased
441	DAC Dividend Assets Capital Ridgeland, South Carolina	$17.3M	-$529K	2	2.73%	Reduced
442	Synovus Financial Columbus, Georgia	$17.2M	+$1.04M	5	0.26%	Increased
443	PWPCM Perella Weinberg Partners Capital Management New York	$17M	+$5.6M	3	0.74%	Increased
444	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$17M	-$328K	3	0.69%	Reduced
445	GGI Godsey & Gibb Inc Richmond, Virginia	$17M	+$682K	2	2.44%	Increased
446	LM Luminus Management Houston, Texas	$16.9M	-$19.8M	1	0.41%	Reduced
447	OAM Oxford Asset Management Oxford, United Kingdom	$16.9M	+$12.5M	6	0.36%	Increased
448	LBC Lowe Brockenbrough & Co Richmond, Virginia	$16.6M	-$227K	3	2.26%	Reduced
449	DG Delek Group Herzliya, Israel	$16.5M	+$1.91M	2	0.64%	Increased
450	FCI Financial Counselors Inc Overland Park, Kansas	$16.5M	+$65.2K	2	0.67%	Increased