← 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
451
RIA
RPG Investment Advisory
California
$36.5M +$282K 3 3.75% Increased
452
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$36M -$42.7M 2 0.05% Reduced
453
ET
Entropy Technologies
New York
$35.9M +$23.9M 5 1.43% Increased
454
PDM
Penn Davis McFarland
Texas
$35.4M -$20.9K 1 3.15% Reduced
455
Emerald Advisers
Emerald Advisers
Pennsylvania
$35.4M -$8.39M 2 0.83% Reduced
456
NCM
Narwhal Capital Management
Georgia
$35.3M -$639K 3 2.44% Reduced
457
KBC Group
KBC Group
Belgium
$35.3M +$1.47M 6 0.08% Increased
458
Westwood Holdings Group
Westwood Holdings Group
Texas
$35.1M -$6.12M 3 0.26% Reduced
459
SIC
Schwartz Investment Counsel
Michigan
$35M -$205K 1 1.16% Reduced
460
Washington Trust
Washington Trust
Rhode Island
$35M -$1.16M 3 1.09% Reduced
461
Pacer Advisors
Pacer Advisors
Pennsylvania
$34.9M -$15.5M 7 0.09% Reduced
462
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$34.8M +$29.2M 1 0.95% Increased
463
SGK
Steigerwald Gordon & Koch
Virginia
$34.5M -$593K 5 3.42% Reduced
464
ACP
Albar Capital Partners
United Kingdom
$34.4M +$33.2M 1 4.48% New
465
SCS Capital Management
SCS Capital Management
Massachusetts
$33.6M +$5.49M 4 0.32% Increased
466
Quantbot Technologies
Quantbot Technologies
New York
$33.6M +$22.5M 6 1.33% Increased
467
AMPWP
Alvarez & Marsal Private Wealth Partners
Florida
$33.4M -$944K 1 4.4% Reduced
468
KCM
Kanawha Capital Management
Virginia
$33.3M +$137K 3 2.17% Increased
469
Cary Street Partners
Cary Street Partners
Virginia
$32.9M +$1.04M 4 0.72% Increased
470
Shelton Capital Management
Shelton Capital Management
Colorado
$32.8M +$5.41M 6 0.61% Increased
471
Yousif Capital Management
Yousif Capital Management
Michigan
$32.7M -$3.81M 7 0.37% Reduced
472
GGI
Godsey & Gibb Inc
Virginia
$32.7M -$381K 2 2.68% Reduced
473
SCA
Stillwater Capital Advisors
Pennsylvania
$32.7M -$172K 1 3.33% Reduced
474
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$32.5M +$3.35M 7 0.14% Increased
475
Douglas Lane & Associates
Douglas Lane & Associates
New York
$32.4M -$1.04M 2 0.44% Reduced