← 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
Norinchukin Bank
Norinchukin Bank
Japan
$17.9M +$2.15M 3 0.36% Increased
427
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$17.9M +$1.86M 3 1.04% Increased
428
MKC
M. Kraus & Co
Vermont
$17.7M +$109K 2 7.43% Increased
429
Atria Investments
Atria Investments
North Carolina
$17.7M +$323K 3 0.39% Increased
430
FBA
Front Barnett Associates
Illinois
$17.7M +$94.6K 2 2.34% Increased
431
HR
Howe & Rusling
New York
$17.5M +$379K 3 2.33% Increased
432
MC
Moors & Cabot
Massachusetts
$17.4M +$528K 5 1.33% Increased
433
Washington Trust
Washington Trust
Rhode Island
$17.4M +$115K 3 0.88% Increased
434
CA
CapWealth Advisors
Tennessee
$17.4M -$55.2K 1 2.29% Reduced
435
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$17.3M -$1.09M 4 1.01% Reduced
436
Prospera Financial Services
Prospera Financial Services
Texas
$17.2M +$38.8K 4 0.9% Increased
437
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$17.1M +$229K 1 1.59% Increased
438
GW & Wade
GW & Wade
Massachusetts
$17.1M +$153K 2 0.84% Increased
439
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$17.1M +$1.24M 3 0.39% Increased
440
SCA
Snowden Capital Advisors
New York
$17.1M +$689K 3 0.77% Increased
441
GIA
GHP Investment Advisors
Colorado
$17M +$728K 5 1.31% Increased
442
PHK
Point72 Hong Kong
Hong Kong
$16.8M +$17.5M 3 0.59% Increased
443
Daiwa Securities Group
Daiwa Securities Group
Japan
$16.7M +$413K 3 0.14% Increased
444
BRWA
B. Riley Wealth Advisors
Florida
$16.7M +$2.57M 4 0.5% Increased
445
QM
QVIDTVM Management
Texas
$16.6M $0 1 11.26% Maintained
446
DLCIG
D.L. Carlson Investment Group
New Hampshire
$16.6M +$4.56M 2 3.61% Increased
447
Stephens Inc
Stephens Inc
Arkansas
$16.5M -$1.38M 4 0.35% Reduced
448
Wealthfront Advisers
Wealthfront Advisers
California
$16.5M -$1.32M 3 0.09% Reduced
449
Martingale Asset Management
Martingale Asset Management
Massachusetts
$16.5M +$5.42M 3 0.33% Increased
450
TC
TownSquare Capital
Utah
$16.4M +$105K 2 0.47% Increased