← 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
Busey Bank
Busey Bank
Illinois
$23.7M +$372K 3 0.78% Increased
427
Meyer Handelman Company
Meyer Handelman Company
New York
$23.7M -$658K 1 0.82% Reduced
428
WhitTier Trust Company
WhitTier Trust Company
Nevada
$23.6M +$1.15M 3 0.58% Increased
429
GGI
Godsey & Gibb Inc
Virginia
$23.5M +$77.4K 2 2.35% Increased
430
AO
Advisor OS
Illinois
$23.5M +$51.5K 2 2.72% Increased
431
GIA
GHP Investment Advisors
Colorado
$23.4M +$505K 5 1.09% Increased
432
PDM
Penn Davis McFarland
Texas
$23.2M -$57.7K 1 2.53% Reduced
433
SIM
Sprucegrove Investment Management
Ontario, Canada
$23.1M $0 1 1.65% Maintained
434
Washington Trust
Washington Trust
Rhode Island
$22.9M -$393K 4 0.82% Reduced
435
OCM
Osterweis Capital Management
California
$22.8M -$4.79M 2 1.06% Reduced
436
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$22.7M +$18.4M 3 0.15% Increased
437
TSAM
Trinity Street Asset Management
United Kingdom
$22.7M +$898K 1 2.23% Increased
438
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$22.7M -$214K 4 0.07% Reduced
439
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$22.7M -$861K 1 0.65% Reduced
440
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$22.5M -$188K 3 0.7% Reduced
441
FSA
Franklin Street Advisors
North Carolina
$22.5M +$1.22M 2 1.5% Increased
442
SGK
Steigerwald Gordon & Koch
Virginia
$22.4M +$23.5K 1 2.53% Increased
443
Swiss Life Asset Management
Swiss Life Asset Management
$22.3M -$6.52M 3 0.16% Reduced
444
TA
Townsend & Associates
Colorado
$22.2M +$176K 1 2.28% Increased
445
MAP
Managed Asset Portfolios
Michigan
$22.1M +$2.16M 1 3.28% Increased
446
Todd Asset Management
Todd Asset Management
Kentucky
$22M -$3M 1 0.53% Reduced
447
NCM
Novare Capital Management
North Carolina
$22M +$546K 2 1.85% Increased
448
SFM
Systematic Financial Management
New Jersey
$21.9M -$2.13M 3 0.56% Reduced
449
Scotia Capital
Scotia Capital
Ontario, Canada
$21.9M +$18.4M 3 0.12% Increased
450
Venture Visionary Partners
Venture Visionary Partners
Ohio
$21.9M -$880K 2 0.93% Reduced