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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
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$19.9M +$1.11M 4 1.22% Increased
427
Meyer Handelman Company
Meyer Handelman Company
New York
$19.9M $0 2 0.82% Maintained
428
BOK Financial
BOK Financial
Oklahoma
$19.9M +$20M 4 0.34% New
429
CK
Cohen Klingenstein
New York
$19.8M -$3.58M 2 0.87% Reduced
430
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$19.8M +$16.5M 3 0.2% Increased
431
Norinchukin Bank
Norinchukin Bank
Japan
$19.7M +$737K 3 0.27% Increased
432
RIM
Ranger Investment Management
Texas
$19.6M -$563K 1 1.05% Reduced
433
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$19.5M +$1.29M 5 0.55% Increased
434
Hantz Financial Services
Hantz Financial Services
Michigan
$19.5M +$2.74M 3 0.64% Increased
435
Markel Group
Markel Group
Virginia
$19.3M $0 1 0.24% Maintained
436
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$19.2M -$21.2M 5 0.24% Reduced
437
ING Group
ING Group
Netherlands
$19.2M +$316K 3 0.25% Increased
438
Penserra Capital Management
Penserra Capital Management
California
$19M +$7.71M 4 0.39% Increased
439
AP
Atwood & Palmer
Missouri
$18.9M +$148K 4 1.69% Increased
440
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$18.8M -$67.1K 1 0.39% Reduced
441
MKC
M. Kraus & Co
Vermont
$18.7M +$148K 2 6.67% Increased
442
CEI
Clark Estates Inc
New York
$18.7M -$227K 1 2.67% Reduced
443
CIBC World Markets
CIBC World Markets
New York
$18.7M +$2.95M 3 0.13% Increased
444
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$18.6M +$1.22M 1 1.88% Increased
445
Cetera Advisor Networks
Cetera Advisor Networks
California
$18.5M +$313K 3 0.25% Increased
446
Raymond James Trust
Raymond James Trust
Florida
$18.5M -$9.3K 4 0.62% Reduced
447
FBA
Front Barnett Associates
Illinois
$18.5M +$770 2 1.89% Increased
448
CA
Cullinan Associates
Kentucky
$18.4M -$61.1K 2 1.02% Reduced
449
Washington Trust
Washington Trust
Rhode Island
$18.4M +$13.5K 3 0.52% Increased
450
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$18.2M -$266K 6 0.44% Reduced