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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
Grimes & Company
Grimes & Company
Massachusetts
$20.4M +$386K 3 0.84% Increased
427
Washington Trust
Washington Trust
Rhode Island
$20.3M +$59.7K 3 0.92% Increased
428
GCIA
Gabelli & Co Investment Advisers
New York
$20.2M +$6.85M 1 3.88% Increased
429
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$20.1M -$10.9M 2 0.83% Reduced
430
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$20.1M +$158K 6 0.47% Increased
431
Wedge Capital Management
Wedge Capital Management
North Carolina
$20.1M -$2.2M 3 0.34% Reduced
432
Capital International Inc
Capital International Inc
California
$20M -$17.2M 3 0.4% Reduced
433
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20M -$263K 1 1.18% Reduced
434
HR
Howe & Rusling
New York
$20M +$4.77K 3 2.38% Increased
435
Daiwa Securities Group
Daiwa Securities Group
Japan
$20M -$1.61M 3 0.14% Reduced
436
SCA
Snowden Capital Advisors
New York
$19.9M +$587K 3 0.77% Increased
437
QM
QVIDTVM Management
Texas
$19.9M -$33K 1 12.21% Reduced
438
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$19.9M -$160K 1 0.33% Reduced
439
TC
TwinBeech Capital
New York
$19.7M +$7.36M 3 0.4% Increased
440
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$19.6M +$728K 3 0.33% Increased
441
Scout Investments
Scout Investments
Missouri
$19.6M -$1.21M 2 0.4% Reduced
442
ACM
Alta Capital Management
Utah
$19.6M -$1.92M 1 1.44% Reduced
443
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$19.5M -$50.4K 3 0.72% Reduced
444
SIM
Sprucegrove Investment Management
Ontario, Canada
$19.4M -$2.23M 1 1.05% Reduced
445
GCM
Greenland Capital Management
New York
$19.3M -$1.32M 3 2.1% Reduced
446
PDM
Penn Davis McFarland
Texas
$19.2M -$34.5K 1 3.53% Reduced
447
Railway Pension Investments
Railway Pension Investments
United Kingdom
$19M +$15.2M 1 0.19% Increased
448
Wealthfront Advisers
Wealthfront Advisers
California
$18.8M -$1.08M 3 0.09% Reduced
449
GIA
GHP Investment Advisors
Colorado
$18.8M +$288K 5 1.2% Increased
450
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$18.8M -$460K 2 0.96% Reduced