← 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	AssetMark Inc Concord, California	$19.9M	-$24.1M	5	0.08%	Reduced
427	QM QVIDTVM Management The Woodlands, Texas	$19.8M	-$49K	1	12.2%	Reduced
428	Thornburg Investment Management Santa Fe, New Mexico	$19.8M	-$47.8K	1	0.32%	Reduced
429	Kentucky Retirement Systems Frankfort, Kentucky	$19.7M	+$242K	3	0.66%	Increased
430	Phoenix Financial Givatayim, Israel	$19.7M	+$3.65M	3	0.4%	Increased
431	SCA Snowden Capital Advisors New York	$19.6M	-$153K	3	0.7%	Reduced
432	PDM Penn Davis McFarland Dallas, Texas	$19.5M	+$290K	1	3.48%	Increased
433	Scout Investments Kansas City, Missouri	$19.3M	-$1.31M	2	0.39%	Reduced
434	Atria Investments Charlotte, North Carolina	$19.2M	-$3.23M	3	0.35%	Reduced
435	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$19.2M	-$1.6M	4	0.19%	Reduced
436	SFM Systematic Financial Management Teaneck, New Jersey	$19.2M	-$586K	3	0.61%	Reduced
437	Walleye Capital New York	$19.2M	-$15.2M	3	0.07%	Reduced
438	Beacon Pointe Advisors Newport Beach, California	$19.1M	-$402K	3	0.31%	Reduced
439	SSB Sandy Spring Bank Olney, Maryland	$19M	+$372K	4	1.01%	Increased
440	ACM Alta Capital Management Salt Lake City, Utah	$19M	-$592K	1	1.3%	Reduced
441	ECG Edge Capital Group Atlanta, Georgia	$19M	+$516K	2	1.09%	Increased
442	CTA Chesley Taft & Associates Chicago, Illinois	$19M	+$3.43M	3	1.16%	Increased
443	Crossmark Global Holdings Houston, Texas	$18.9M	+$484K	5	0.41%	Increased
444	MKC M. Kraus & Co Shelburne, Vermont	$18.9M	+$303K	2	6.34%	Increased
445	Gulf International Bank (UK) London, United Kingdom	$18.8M	-$5.46M	3	0.47%	Reduced
446	LG LaFleur & Godfrey Grand Rapids, Michigan	$18.8M	+$1.14M	2	2.82%	Increased
447	FP Foundry Partners Minneapolis, Minnesota	$18.8M	+$18.8M	1	1.15%	New
448	Railway Pension Investments London, United Kingdom	$18.8M	$0	1	0.19%	Maintained
449	Busey Bank Urbana, Illinois	$18.7M	+$135K	3	0.76%	Increased
450	Ingalls & Snyder LLC New York	$18.7M	-$101K	2	0.89%	Reduced