← 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
$35.1M +$421K 3 0.98% Increased
427
OCM
Osterweis Capital Management
California
$35M -$10.7M 3 1.58% Reduced
428
TNB
Thomasville National Bank
Georgia
$34.9M +$36K 1 2.2% Increased
429
CWM
Connecticut Wealth Management
Connecticut
$34.9M -$773K 1 1.55% Reduced
430
Panagora Asset Management
Panagora Asset Management
Massachusetts
$34.8M -$1.79M 5 0.14% Reduced
431
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$34.7M -$224K 3 1.13% Reduced
432
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$34.7M +$51.4K 5 0.44% Increased
433
FSA
Franklin Street Advisors
North Carolina
$34.4M -$163K 1 1.98% Reduced
434
Horizon Investments
Horizon Investments
North Carolina
$34.2M +$5.43M 6 0.45% Increased
435
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$33.9M -$763K 3 0.91% Reduced
436
IFM Investors
IFM Investors
Australia
$33M +$322K 3 0.29% Increased
437
FMI
F/M Investments
District of Columbia
$32.8M -$535K 2 1.27% Reduced
438
Washington Trust
Washington Trust
Rhode Island
$32.5M +$548K 3 1.07% Increased
439
GGI
Godsey & Gibb Inc
Virginia
$32.5M -$1.09M 3 2.87% Reduced
440
AO
Advisor OS
Illinois
$32.4M +$1.31M 3 2.8% Increased
441
PDM
Penn Davis McFarland
Texas
$32.4M -$474K 1 3.35% Reduced
442
Douglas Lane & Associates
Douglas Lane & Associates
New York
$32.3M -$6.46M 2 0.45% Reduced
443
SGK
Steigerwald Gordon & Koch
Virginia
$32.1M -$155K 5 3.08% Reduced
444
Tidal Investments
Tidal Investments
Wisconsin
$32M +$2.76M 7 0.06% Increased
445
TimesSquare Capital Management
TimesSquare Capital Management
New York
$31.8M -$21.9M 1 0.46% Reduced
446
Acadian Asset Management
Acadian Asset Management
Massachusetts
$31.8M +$7.57M 4 0.06% Increased
447
Venture Visionary Partners
Venture Visionary Partners
Ohio
$31.3M -$988K 3 1.08% Reduced
448
NCM
Novare Capital Management
North Carolina
$31.1M -$633K 2 2.37% Reduced
449
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$31M +$555K 5 0.41% Increased
450
Allworth Financial
Allworth Financial
California
$30.9M +$2.53M 8 0.14% Increased