← 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	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$20.5M	+$13.7M	2	1.37%	Increased
427	UR USCA RIA Houston, Texas	$20.5M	-$2.96M	3	1.24%	Reduced
428	NPF Norris Perne & French Grand Rapids, Michigan	$20.4M	+$280K	2	1.76%	Increased
429	SFM Systematic Financial Management Teaneck, New Jersey	$20.2M	+$2.05M	4	0.61%	Increased
430	CIBC World Market Toronto, Ontario, Canada	$20.2M	-$128K	3	0.06%	Reduced
431	Crossmark Global Holdings Houston, Texas	$20.2M	-$440K	4	0.48%	Reduced
432	SAM Securian Asset Management St Paul, Minnesota	$20.2M	-$360K	5	0.41%	Reduced
433	Meyer Handelman Company Rye Brook, New York	$19.8M	+$33.7K	2	0.78%	Increased
434	First National Bank of Omaha Omaha, Nebraska	$19.6M	$0	2	1.02%	Maintained
435	VV Verity & Verity Beaufort, South Carolina	$19.4M	-$40.8K	2	3.07%	Reduced
436	PFS Investments Duluth, Georgia	$19.4M	+$1.23M	3	0.44%	Increased
437	MLL Moody Lynn & Lieberson Boston, Massachusetts	$19.3M	+$14M	3	1.45%	Increased
438	Moore Capital Management New York	$19.2M	+$4.93M	4	0.27%	Increased
439	Markel Group Glen Allen, Virginia	$19.1M	$0	1	0.24%	Maintained
440	TCW Group Los Angeles, California	$19M	+$102K	1	0.16%	Increased
441	Norinchukin Bank Tokyo, Japan	$18.9M	-$302K	3	0.27%	Reduced
442	ING Group Amsterdam, Netherlands	$18.7M	+$3.43M	3	0.3%	Increased
443	AP Atwood & Palmer Kansas City, Missouri	$18.7M	+$958K	4	1.68%	Increased
444	Anchor Capital Advisors Boston, Massachusetts	$18.7M	-$200K	1	0.38%	Reduced
445	Heritage Wealth Advisors Richmond, Virginia	$18.7M	+$2.38M	4	1.15%	Increased
446	CEI Clark Estates Inc New York	$18.6M	-$2.58M	1	2.43%	Reduced
447	ZCM Ziegler Capital Management Chicago, Illinois	$18.5M	-$2.19M	4	0.62%	Reduced
448	Raymond James Trust St. Petersburg, Florida	$18.5M	-$82.3K	4	0.61%	Reduced
449	CA Cullinan Associates Louisville, Kentucky	$18.5M	-$413K	2	1.03%	Reduced
450	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$18.4M	-$20.3K	7	0.45%	Reduced