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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
KBC Group
KBC Group
Belgium
$36.4M +$7.57M 5 0.08% Increased
427
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$36.1M +$22.2M 5 0.28% Increased
428
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$36.1M -$773K 2 0.94% Reduced
429
CCP
Clough Capital Partners
Massachusetts
$35.7M -$44M 3 3.17% Reduced
430
IEQ Capital
IEQ Capital
California
$35.7M +$7M 4 0.11% Increased
431
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$35.5M +$14.7M 3 0.47% Increased
432
Canoe Financial
Canoe Financial
Alberta, Canada
$35.4M -$15.1M 2 0.48% Reduced
433
PDM
Penn Davis McFarland
Texas
$35.4M -$72.6K 1 3.39% Reduced
434
Prospera Financial Services
Prospera Financial Services
Texas
$35.4M -$1.52M 3 0.58% Reduced
435
Washington Trust
Washington Trust
Rhode Island
$35.2M -$295K 3 1.15% Reduced
436
Braun Stacey Associates
Braun Stacey Associates
New York
$35M +$1.3M 1 1.14% Increased
437
Sanctuary Advisors
Sanctuary Advisors
Indiana
$35M -$658K 3 0.19% Reduced
438
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$34.9M +$14.9M 3 0.64% Increased
439
IFM Investors
IFM Investors
Australia
$34.8M -$433K 3 0.29% Reduced
440
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$34.6M +$10.3M 4 0.39% Increased
441
SGK
Steigerwald Gordon & Koch
Virginia
$34.4M -$707K 6 3.3% Reduced
442
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$34.3M +$3.31M 6 0.21% Increased
443
GGI
Godsey & Gibb Inc
Virginia
$34.2M -$1.26M 4 3.08% Reduced
444
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$34.1M +$11.6M 5 0.06% Increased
445
Venture Visionary Partners
Venture Visionary Partners
Ohio
$34M -$279K 3 1.11% Reduced
446
Scotia Capital
Scotia Capital
Ontario, Canada
$33.9M +$2.27M 4 0.14% Increased
447
Douglas Lane & Associates
Douglas Lane & Associates
New York
$33.3M -$1.89M 2 0.46% Reduced
448
Mediolanum International Funds
Mediolanum International Funds
Ireland
$32.8M +$18.8M 3 0.33% Increased
449
FMI
F/M Investments
District of Columbia
$32.6M -$490K 3 1.24% Reduced
450
UMB Bank
UMB Bank
Missouri
$32.6M +$8.35M 9 0.43% Increased