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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
SIM
Sprucegrove Investment Management
Ontario, Canada
$24.2M -$2.11M 1 1.35% Reduced
427
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$24.1M +$1.72M 5 0.43% Increased
428
SG Americas Securities
SG Americas Securities
New York
$23.9M -$12.5M 7 0.09% Reduced
429
Venture Visionary Partners
Venture Visionary Partners
Ohio
$23.8M -$252K 2 1.04% Reduced
430
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$23.8M -$4.19M 4 0.47% Reduced
431
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$23.8M -$884K 3 0.84% Reduced
432
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$23.7M -$1.04M 5 0.08% Reduced
433
WhitTier Trust Company
WhitTier Trust Company
Nevada
$23.7M +$343K 3 0.61% Increased
434
MIS
Morningstar Investment Services
Illinois
$23.7M +$96.3K 1 0.24% Increased
435
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$23.6M +$530K 1 0.51% Increased
436
NPF
Norris Perne & French
Michigan
$23.6M -$131K 2 1.62% Reduced
437
WesBanco Bank
WesBanco Bank
West Virginia
$23.6M +$653K 3 0.8% Increased
438
Nicholas Company
Nicholas Company
Wisconsin
$23.5M -$143K 1 0.38% Reduced
439
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$23.4M -$882K 5 0.34% Reduced
440
SGK
Steigerwald Gordon & Koch
Virginia
$23.4M +$1.06M 2 2.55% Increased
441
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$23.4M +$275K 3 0.91% Increased
442
NCM
Novare Capital Management
North Carolina
$23.3M +$212K 2 1.97% Increased
443
ELC
Edgar Lomax Company
Virginia
$23.1M -$339K 1 1.41% Reduced
444
Hantz Financial Services
Hantz Financial Services
Michigan
$22.9M -$2.34M 4 0.41% Reduced
445
TCM
Telos Capital Management
California
$22.9M -$92.5K 3 2.4% Reduced
446
Atria Wealth Solutions
Atria Wealth Solutions
New York
$22.5M -$1.41M 3 0.24% Reduced
447
FSA
Franklin Street Advisors
North Carolina
$22.4M +$320K 2 1.51% Increased
448
MC
Moors & Cabot
Massachusetts
$22.3M -$792K 5 1.11% Reduced
449
TA
Townsend & Associates
Colorado
$22.3M +$293K 1 2.29% Increased
450
MKC
M. Kraus & Co
Vermont
$22.2M -$530K 2 6.52% Reduced