← 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
Hantz Financial Services
Hantz Financial Services
Michigan
$20.1M +$334K 3 0.58% Increased
427
Stephens Inc
Stephens Inc
Arkansas
$20M -$6M 5 0.3% Reduced
428
VV
Verity & Verity
South Carolina
$20M +$203K 2 2.86% Increased
429
SFM
Systematic Financial Management
New Jersey
$19.9M -$3.74M 4 0.59% Reduced
430
Cetera Advisor Networks
Cetera Advisor Networks
California
$19.9M +$887K 4 0.24% Increased
431
SAM
Securian Asset Management
Minnesota
$19.9M -$473K 5 0.37% Reduced
432
Norinchukin Bank
Norinchukin Bank
Japan
$19.6M -$318K 3 0.25% Reduced
433
Prospera Financial Services
Prospera Financial Services
Texas
$19.6M +$941K 4 0.85% Increased
434
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$19.6M -$111K 5 0.51% Reduced
435
WesBanco Bank
WesBanco Bank
West Virginia
$19.5M -$609K 2 0.7% Reduced
436
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$19.5M +$875K 1 1.78% Increased
437
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$19.4M +$4.19M 1 1.04% Increased
438
Moore Capital Management
Moore Capital Management
New York
$19.4M -$18.1M 4 0.39% Reduced
439
Raymond James Trust
Raymond James Trust
Florida
$19.4M +$642K 5 0.58% Increased
440
Scotia Capital
Scotia Capital
Ontario, Canada
$19.4M +$2.46M 4 0.13% Increased
441
OCM
Olstein Capital Management
New York
$19.4M +$3.86M 2 2.31% Increased
442
Markel Group
Markel Group
Virginia
$19.3M $0 1 0.22% Maintained
443
Royce & Associates
Royce & Associates
New York
$19.3M -$19.2M 3 0.14% Reduced
444
Meyer Handelman Company
Meyer Handelman Company
New York
$19.2M -$710K 2 0.72% Reduced
445
Cresset Asset Management
Cresset Asset Management
Illinois
$19.2M +$5.12M 4 0.19% Increased
446
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$19.2M +$448K 5 0.27% Increased
447
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$18.9M +$138K 7 0.42% Increased
448
CA
Cullinan Associates
Kentucky
$18.9M +$34.3K 2 0.96% Increased
449
CDH
Charles D. Hyman
$18.7M +$113K 3 1.18% Increased
450
MKC
M. Kraus & Co
Vermont
$18.6M +$218K 2 5.91% Increased