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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
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$21.1M -$5.14M 3 0.64% Reduced
427
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$21.1M +$88.4K 3 0.83% Increased
428
Washington Trust
Washington Trust
Rhode Island
$21M -$385K 3 0.98% Reduced
429
LM
Luminus Management
Texas
$20.8M +$20.8M 1 5.17% New
430
HR
Howe & Rusling
New York
$20.7M -$153K 3 2.6% Reduced
431
Grimes & Company
Grimes & Company
Massachusetts
$20.7M +$566K 3 0.87% Increased
432
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$20.7M -$1.04M 5 0.52% Reduced
433
Lazard Asset Management
Lazard Asset Management
New York
$20.5M -$1.5M 6 0.03% Reduced
434
QM
QVIDTVM Management
Texas
$20.5M $0 1 12.37% Maintained
435
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$20.3M -$44.2M 5 0.17% Reduced
436
AGA
Altrinsic Global Advisors
Connecticut
$20.3M -$8.86M 1 0.86% Reduced
437
First Horizon Advisors
First Horizon Advisors
Tennessee
$20.2M +$247K 6 0.75% Increased
438
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$20.1M +$2.9M 3 0.39% Increased
439
Emerald Advisers
Emerald Advisers
Pennsylvania
$20M -$277K 2 0.97% Reduced
440
PDM
Penn Davis McFarland
Texas
$19.9M -$221K 1 3.89% Reduced
441
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$19.8M -$260K 3 1.08% Reduced
442
MC
Moors & Cabot
Massachusetts
$19.8M -$280K 5 1.38% Reduced
443
Bridgewater Associates
Bridgewater Associates
Connecticut
$19.7M +$8.88M 2 0.11% Increased
444
BRWA
B. Riley Wealth Advisors
Florida
$19.6M -$155K 4 0.55% Reduced
445
AE Wealth Management
AE Wealth Management
Kansas
$19.6M -$3.64M 4 0.14% Reduced
446
MLL
Moody Lynn & Lieberson
Massachusetts
$19.6M -$11.4M 2 1.79% Reduced
447
HCMT
Highland Capital Management (Tennessee)
Tennessee
$19.4M +$458K 4 1.37% Increased
448
Scout Investments
Scout Investments
Missouri
$19.4M -$10.8M 2 0.4% Reduced
449
MKC
M. Kraus & Co
Vermont
$19.4M +$30.2K 2 7.14% Increased
450
Busey Bank
Busey Bank
Illinois
$19.3M -$228K 3 0.87% Reduced