← 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	BPB Badgley, Phelps & Bell Seattle, Washington	$15.6M	-$2.73M	2	0.76%	Reduced
427	WAM Winslow Asset Management Beachwood, Ohio	$15.5M	-$732K	1	3.97%	Reduced
428	JA JLB & Associates Plymouth, Michigan	$15.3M	+$1.5M	2	2.8%	Increased
429	NAM NorthCoast Asset Management Greenwich, Connecticut	$15.2M	+$12.5M	2	0.77%	Increased
430	NIMC NWQ Investment Management Company Los Angeles, California	$15.2M	-$1.16M	1	0.69%	Reduced
431	DCM Dupont Capital Management Wilmington, Delaware	$15.2M	+$7.1M	5	0.33%	Increased
432	PGGM Investments Zeist, Netherlands	$15.1M	+$15.6M	1	0.08%	New
433	MassMutual Private Wealth & Trust Windsor, Connecticut	$15.1M	+$3.44M	2	0.88%	Increased
434	CDH Charles D. Hyman	$15M	-$658K	3	1.33%	Reduced
435	DAC Dividend Assets Capital Ridgeland, South Carolina	$14.8M	-$475K	2	3.51%	Reduced
436	LG LaFleur & Godfrey Grand Rapids, Michigan	$14.7M	+$1.59M	2	3.32%	Increased
437	Norinchukin Bank Tokyo, Japan	$14.6M	-$966K	3	0.23%	Reduced
438	B BP London, United Kingdom	$14.6M	-$2.27M	3	0.35%	Reduced
439	Twin Tree Management Dallas, Texas	$14.5M	+$10.4M	2	0.06%	Increased
440	DZ Bank Frankfurt Am Main, Germany	$14.4M	-$15.2M	4	0.03%	Reduced
441	CEI Clark Estates Inc New York	$14.4M	+$14.9M	1	2.36%	New
442	SAM Sandbar Asset Management London, United Kingdom	$14.4M	-$3.38M	2	3.59%	Reduced
443	JPC Jabodon PT Co Reno, Nevada	$14.4M	+$12.6M	1	12.72%	Increased
444	PAM Palisade Asset Management Minneapolis, Minnesota	$14.3M	+$1.03M	2	2.15%	Increased
445	JAFL Jay A. Fishman Ltd Troy, Michigan	$14.2M	-$644K	1	2.25%	Reduced
446	CC Cipher Capital New York	$14.1M	+$6.94M	3	1.85%	Increased
447	SG Americas Securities New York	$14M	+$567K	6	0.09%	Increased
448	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$14M	+$2.39M	3	0.41%	Increased
449	Whittier Trust South Pasadena, California	$13.9M	+$28.4K	4	0.33%	Increased
450	CPA Clear Perspective Advisors Aurora, Illinois	$13.8M	-$13.6K	1	6.5%	Reduced